Lennar Corp. Class ALEN

13F holders, Q2 2024 (June 30)
980holders −38
80new positions
113sold out
15famous investors
$149.79avg. 13F price*

At the end of Q2 2024, 980 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 38 from Q1 2024. 80 opened new positions and 113 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock Inc. ($3.6B) and FMR LLC ($1.7B). 15 famous investors held it, including Daniel Sundheim (6.1% of D1 Capital Partners's portfolio), Glenn Greenberg (5.3% of Brave Warrior Advisors's portfolio) and Cliff Asness (0.4% of AQR Capital Management's portfolio).

Company
Lennar Corp. Class A
Sector
Consumer Discretionary
CUSIP
526057104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 1,018Q1 2024Q2 2024: 980Q2 2024Q3 2024: 1,053Q3 2024Q4 2024: 1,020Q4 2024Q1 2025: 968Q1 2025Q2 2025: 940Q2 2025Q3 2025: 983Q3 2025Q4 2025: 968Q4 2025Q1 2026: 938Q1 2026Q2 2026: 938Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions80$220.8M
Exits113$398.1M

All 13F filers, Q1 2024 → Q2 2024: 15,831,049 shares bought and 14,720,050 shares sold, net +1,110,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 980 holders

Vanguard Group Inc. 0.08% Reduce -1.0% 26,699,867 $4.0B
BlackRock Inc. 0.08% Add +7.7% 24,348,600 $3.6B
FMR LLC 0.11% Reduce -0.8% 11,416,360 $1.7B
State Street Corp. 0.07% Reduce -3.1% 11,218,666 $1.7B
Aristotle Capital Management, LLC 2.96% Reduce -2.2% 10,201,053 $1.5B
Greenhaven Associates Inc. 17.67% Add +0.4% 8,972,532 $1.3B
Wellington Management Group LLP 0.21% Reduce -29.0% 7,961,727 $1.2B
Manufacturers Life Insurance Company, The 0.82% Reduce -8.5% 5,829,917 $873.7M
Geode Capital Management, LLC 0.08% Add +1.7% 5,805,355 $867.7M
Capital World Investors 0.11% Reduce -1.6% 4,386,359 $657.4M
Morgan Stanley 0.04% Reduce -5.0% 3,164,454 $474.3M
Dimensional Fund Advisors LP 0.12% Reduce -2.4% 3,097,524 $464.2M
Pacer Advisors, Inc. 1.06% Add +15.1% 3,021,856 $452.9M
Norges Bank 0.07% Add +4.4% 2,984,109 $447.2M
Principal Financial Group Inc. 0.25% Add +4.5% 2,753,864 $412.7M
Bank of America Corp. 0.04% Reduce -3.9% 2,610,654 $391.3M
Smead Capital Management, Inc. 6.04% Add +5.5% 2,577,009 $386.2M
Northern Trust Corp. 0.06% Reduce -3.3% 2,554,719 $382.9M
Goldman Sachs Group Inc. 0.07% Add +13.5% 2,436,943 $365.2M
D1 Capital Partners 6.12% Add +428.9% 2,420,000 $362.7M
Arrowstreet Capital, Limited Partnership 0.29% Reduce -8.2% 2,228,263 $333.9M
Ameriprise Financial Inc. 0.09% Reduce -1.6% 2,136,418 $320.2M
Boston Partners 0.39% Add +8600.5% 2,068,547 $310.6M
Marshall Wace, LLP 0.43% Add +21.1% 2,015,641 $302.1M
Nordea Investment Management AB 0.35% Add +14.1% 2,009,615 $302.1M
Invesco Ltd. 0.06% Reduce -24.9% 1,993,982 $298.8M
JPMorgan Chase & Co. 0.03% Add +14.3% 1,984,438 $297.4M
Neuberger Berman Group LLC 0.24% Add +0.7% 1,966,852 $294.8M
First Trust Advisors LP 0.27% Add +7.3% 1,737,355 $260.4M
Bank of New York Mellon Corp 0.05% Reduce -3.3% 1,621,303 $243.0M
AQR Capital Management 0.37% Add +14.0% 1,592,409 $238.6M
Brave Warrior Advisors 5.27% Add +56.3% 1,585,312 $237.6M
Charles Schwab Investment Management Inc. 0.05% Add +1.5% 1,578,329 $236.5M
Legal & General Group Plc 0.06% Reduce -5.5% 1,500,567 $224.9M
Caisse de depot et placement du Quebec 0.50% Add +10.4% 1,387,065 $207.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +30.2% 1,336,056 $200.2M
ACR Alpine Capital Research, LLC 5.22% Reduce -0.3% 1,127,073 $168.9M
D. E. Shaw & Co. 0.23% Add +45.0% 986,023 $147.8M
Squarepoint Ops LLC 0.51% Add +577.5% 893,356 $133.9M
Barclays PLC 0.06% Reduce -1.6% 853,269 $127.9M
HSBC Holdings PLC 0.08% Add +0.4% 821,070 $123.1M
Amundi 0.05% Reduce -15.7% 827,137 $121.3M
LSV Asset Management 0.26% Reduce -2.6% 805,689 $120.7M
Wells Fargo & Company 0.03% Reduce -13.3% 805,025 $120.6M
Envestnet Asset Management Inc. 0.04% Reduce -0.9% 749,822 $112.4M
Royal Bank of Canada 0.03% Reduce -14.1% 725,744 $108.8M
Swiss National Bank 0.07% Reduce -3.1% 725,472 $108.7M
Baron Capital (BAMCO) 0.30% Add +6.8% 693,189 $103.9M
Jacobs Levy Equity Management, Inc. 0.43% Add +19.8% 688,780 $103.2M
Nuveen Asset Management, LLC 0.03% Reduce -3.2% 681,028 $102.1M
Eminence Capital, LP 1.58% Add +14.6% 655,368 $98.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -8.0% 655,257 $98.2M
Russell Investments Group, Ltd. 0.16% Reduce -6.9% 650,890 $97.5M
UBS Group AG 0.03% Add +9.8% 648,165 $97.1M
Allianz Asset Management GmbH 0.15% Reduce -19.6% 636,448 $95.4M
Los Angeles Capital Management LLC 0.33% Reduce -23.4% 611,279 $91.6M
TCW Group Inc. 0.82% Add +15.9% 610,549 $91.5M
Rhumbline Advisers 0.08% Reduce -7.2% 570,926 $85.6M
Sei Investments Co. 0.12% Add +3.8% 545,160 $81.7M
Jane Street Group, LLC 0.09% Add +198.6% 533,488 $80.0M
Robeco Institutional Asset Management B.V. 0.17% Reduce -16.2% 512,780 $76.9M
Prudential Financial Inc. 0.11% Add +0.3% 496,960 $74.5M
California Public Employees Retirement System 0.05% Reduce -4.0% 449,460 $67.4M
Deutsche Bank AG 0.03% Reduce -6.0% 440,315 $66.0M
Victory Capital Management Inc. 0.07% Add +4.9% 432,959 $64.9M
BNP Paribas Financial Markets 0.07% Reduce -1.5% 418,565 $62.7M
Voloridge Investment Management, LLC 0.23% New 417,446 $62.6M
Man Group plc 0.17% Reduce -49.1% 416,767 $62.5M
Basswood Capital Management, L.L.C. 3.95% No change 405,933 $60.8M
California State Teachers Retirement System 0.07% Add +0.8% 403,628 $60.5M
Sound Shore Management Inc 1.99% Reduce -3.1% 398,662 $59.7M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -13.4% 384,917 $57.7M
National Pension Service 0.07% Add +0.1% 382,579 $57.3M
T. Rowe Price Associates Inc. 0.01% Add +1.5% 356,320 $53.4M
Jennison Associates LLC 0.03% Add +1.3% 355,776 $53.3M
Renaissance Technologies 0.09% Add +358.3% 348,933 $52.3M
Canada Pension Plan Investment Board 0.05% Add +2665.9% 334,642 $50.2M
Citigroup Inc. 0.05% Add +13.3% 334,470 $50.1M
River Road Asset Management, LLC 0.69% New 323,065 $48.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +7.0% 320,805 $48.1M
Alliancebernstein L.P. 0.02% Reduce -8.1% 318,171 $47.7M
Raymond James & Associates 0.03% Add +5.0% 314,321 $47.1M
Pictet Asset Management Holding SA 0.05% Reduce -26.0% 313,930 $47.0M
Nan Shan Life Insurance Co., Ltd. 1.10% Add +491.9% 311,568 $46.7M
Bridgewater Associates 0.24% Reduce -23.5% 311,390 $46.7M
Assetmark, Inc. 0.14% Add +1.1% 306,582 $45.9M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -5.4% 298,561 $44.7M
Zurich Insurance Group Ltd 0.39% Reduce -17.1% 298,094 $44.7M
Oppenheimer Asset Management Inc. 0.56% Add +12.4% 293,924 $44.1M
Maplelane Capital, LLC 3.26% Add +43.6% 290,000 $43.5M
Bank of Montreal 0.01% Reduce -12.5% 274,627 $41.2M
Salem Investment Counselors Inc. 1.31% Reduce -0.8% 271,799 $40.7M
New York State Teachers Retirement System 0.09% Reduce -0.4% 269,586 $40.4M
Cercano Management LLC 1.06% Add +88.2% 266,345 $39.9M
QRG Capital Management, Inc. 0.46% Add +13.1% 260,615 $39.1M
Janus Henderson Group PLC 0.02% Add +56.1% 260,039 $39.0M
American Century Companies Inc. 0.02% Add +11.1% 257,653 $38.6M
State Board of Administration of Florida Retirement System 0.07% Reduce -18.6% 252,871 $37.9M
Wedge Capital Management L L P 0.67% Reduce -6.5% 252,007 $37.8M
Korea Investment CORP 0.09% Reduce -25.0% 248,486 $37.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.38% Add +37.4% 242,120 $36.3M
Wealth Enhancement Advisory Services, LLC 0.08% Add +12.5% 226,926 $34.0M
CANADA LIFE ASSURANCE Co 0.06% Reduce -1.6% 215,849 $32.4M
Franklin Resources Inc. 0.01% Reduce -3.5% 213,875 $32.1M
Mercer Global Advisors Inc. 0.09% Add +4.6% 211,293 $31.7M
Edgemoor Investment Advisors, Inc. 2.97% Reduce -0.1% 211,177 $31.6M
Allspring Global Investments Holdings, LLC 0.05% Reduce -2.9% 201,127 $30.1M
STRS Ohio 0.12% Add +23.5% 199,844 $30.0M
Cannell & Spears LLC 0.59% Reduce -2.9% 190,658 $28.6M
New York State Common Retirement Fund 0.04% Add +0.0% 187,941 $28.2M
Rafferty Asset Management, LLC 0.10% Add +1.0% 187,131 $28.0M
Lazard Asset Management LLC 0.04% Reduce -5.2% 185,502 $27.8M
TD Asset Management Inc 0.03% Add +11.3% 185,067 $27.7M
Ensign Peak Advisors, Inc 0.05% No change 181,176 $27.2M
Brandywine Global Investment Management, LLC 0.20% Add +3.3% 177,446 $26.6M
Pinebridge Investments, L.P. 0.21% Add +8.8% 174,911 $26.2M
Natixis Advisors, LLC 0.06% Reduce -1.2% 172,656 $25.9M
Prana Capital Management, LP 1.22% Add +104.8% 171,231 $25.7M
Clearbridge Investments, LLC 0.02% Add +21.1% 165,931 $24.9M
Alyeska Investment Group, L.P. 0.14% Reduce -65.4% 165,073 $24.7M
Schroder Investment Management Group 0.03% Add +2.6% 160,031 $24.0M
Storebrand Asset Management As 0.08% Reduce -0.9% 159,471 $23.9M
Ariel Investments 0.25% New 156,924 $23.5M
Swedbank AB 0.03% Reduce -7.3% 156,304 $23.4M
LPL Financial LLC 0.01% Add +13.5% 152,875 $22.9M
Treasurer of the State of North Carolina 0.10% Add +23.1% 152,002 $22.8M
Vest Financial, LLC 0.52% Add +30.1% 145,701 $21.8M
DekaBank Deutsche Girozentrale 0.04% Add +117.6% 146,103 $21.7M
State of Wisconsin Investment Board 0.06% Add +3.5% 144,219 $21.6M
Public Employees Retirement System of Ohio 0.08% Reduce -2.1% 141,212 $21.2M
Factory Mutual Insurance Co. 0.24% No change 139,500 $20.9M
KBC Group NV 0.06% Add +88.2% 138,117 $20.7M
National Bank of Canada 0.03% Add +143.9% 140,718 $20.5M
Teacher Retirement System of Texas 0.12% Reduce -11.1% 136,497 $20.5M
State of Tennessee, Department of Treasury 0.07% Reduce -2.4% 135,033 $20.2M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -2.3% 134,328 $20.1M
Meeder Asset Management Inc. 1.40% Reduce -33.3% 133,405 $20.0M
Truist Financial Corp. 0.03% Add +9.2% 131,160 $19.7M
Pacific Heights Asset Management LLC 1.53% No change 130,000 $19.5M
Qube Research & Technologies Ltd 0.03% Reduce -72.8% 123,484 $18.5M
Distillate Capital Partners LLC 0.96% — 120,979 $18.1M
Fisher Asset Management 0.01% Add +13.1% 118,906 $17.8M
Millennium Management 0.01% Reduce -78.2% 115,915 $17.4M
Glenmede Trust Co. NA 0.09% Reduce -3.0% 115,226 $17.3M
Achmea Investment Management B.V. 0.31% Add +6.9% 114,534 $17.2M
Citadel Advisors 0.02% Add +37.1% 113,094 $16.9M
GMO 0.06% Reduce -4.8% 111,812 $16.8M
Mirabella Financial Services LLP 1.37% Add +20.4% 172,856 $16.3M
Schonfeld Strategic Advisors LLC 0.13% Reduce -56.3% 107,954 $16.2M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +3.9% 107,851 $16.2M
Sapient Capital LLC 0.33% Add +0.1% 106,349 $15.9M
Carlson Capital, L.P. 2.44% Reduce -10.6% 104,405 $15.6M
Horiko Capital Management LLC 4.44% Add +1.1% 104,387 $15.6M
Atria Investments, Inc 0.20% Add +2.1% 102,938 $15.4M
BI Asset Management Fondsmaeglerselskab A/S 0.25% Add +197.0% 101,730 $15.2M
Danske Bank A/S 0.06% Reduce -25.3% 100,814 $15.1M
HRT Financial LP 0.08% Add +144.6% 100,562 $15.1M
Public Sector Pension Investment Board 0.09% Add +1841.3% 99,415 $14.9M
Bank of Nova Scotia 0.03% Reduce -10.8% 98,617 $14.8M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.9% 98,300 $14.7M
Royal London Asset Management Ltd. 0.04% Add +1.1% 96,649 $14.5M
Carmel Capital Partners, LLC 6.10% No change 96,574 $14.5M
Quadrature Capital Ltd 0.24% New 96,316 $14.4M
SG Americas Securities, LLC 0.09% Add +237.1% 95,516 $14.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +312.6% 95,187 $14.3M
ING Groep NV 0.08% Add +1.1% 94,950 $14.2M
Asset Management One Co., Ltd. 0.05% Reduce -3.7% 93,371 $14.0M
Toronto Dominion Bank 0.02% Reduce -39.2% 92,592 $13.9M
Susquehanna International Group, LLP 0.02% Reduce -38.0% 91,394 $13.7M
Miller Investment Management, LP 1.63% Add +14.1% 90,871 $13.6M
State of New Jersey Common Pension Fund D 0.06% Reduce -37.7% 90,310 $13.5M
Nisa Investment Advisors, LLC 0.08% Add +5.6% 89,574 $13.4M
State of Michigan Retirement System 0.07% Reduce -2.3% 88,915 $13.3M
Handelsbanken Fonder AB 0.06% Add +5.8% 88,317 $13.2M
Tudor Investment Corporation 0.15% Add +1530.2% 88,224 $13.2M
Cullen/Frost Bankers, Inc. 0.19% Add +0.1% 87,835 $13.2M
Nomura Asset Management Co. Ltd. 0.04% Reduce -31.4% 87,048 $13.0M
American Assets Investment Management, LLC 1.21% No change 86,370 $12.9M
Empowered Funds, LLC 0.22% Add +27.2% 85,528 $12.8M
O'shaughnessy Asset Management, LLC 0.13% Add +4.1% 85,368 $12.8M
Cambria Investment Management, L.P. 0.77% Add +1894.5% 84,449 $12.7M
Voya Investment Management LLC 0.01% Reduce -10.4% 84,214 $12.6M
Acadian Asset Management LLC 0.04% Reduce -73.5% 83,554 $12.5M
Cerity Partners LLC 0.03% Reduce -15.1% 82,330 $12.3M
Abn Amro Investment Solutions 0.22% Reduce -13.6% 81,861 $12.3M
M&T Bank Corp 0.04% Reduce -2.5% 81,459 $12.2M
Stifel Financial Corp. 0.01% Reduce -6.0% 80,477 $12.1M
Resona Asset Management Co.,Ltd. 0.07% Reduce -7.3% 80,099 $12.0M
Walleye Trading LLC 0.23% Reduce -39.1% 77,973 $11.7M
JGP Wealth Management, LLC 1.66% Add +0.8% 77,860 $11.7M
PGGM Investments 0.16% Reduce -2.3% 76,542 $11.5M
Lyell Wealth Management, LP 1.09% Add +5.8% 75,838 $11.4M
Illinois Municipal Retirement Fund 0.17% Reduce -23.7% 75,647 $11.3M
ExodusPoint Capital Management, LP 0.12% Reduce -41.1% 74,028 $11.1M
Hancock Whitney Corp. 0.37% Add +37.1% 72,861 $10.9M
Comerica Bank 0.05% Add +9.3% 72,597 $10.9M
Mariner, LLC 0.02% Add +1.9% 69,889 $10.5M
Janney Montgomery Scott LLC 0.03% Reduce -1.4% 69,854 $10.5M
Montgomery Investment Management Inc. 4.08% No change 68,863 $10.3M
Tower Bridge Advisors 1.16% Reduce -5.2% 68,383 $10.2M
Archon Partners LLC 1.31% Add +3.0% 68,000 $10.2M
Arizona State Retirement System 0.07% Reduce -2.2% 67,311 $10.1M
First Manhattan Co. Llc. 0.03% Reduce -0.2% 66,616 $10.0M
Corebridge Financial, Inc. 0.05% — 66,037 $9.9M
Shufro Rose & Co. LLC 0.81% Reduce -1.2% 65,932 $9.9M
Corient Private Wealth LP 0.02% Add +1.2% 65,372 $9.8M
MetLife Investment Management, LLC 0.06% Add +12.9% 65,242 $9.8M
Varma Mutual Pension Insurance Co 0.08% Reduce -10.7% 65,112 $9.8M
USS Investment Management Ltd 0.08% Reduce -0.2% 63,581 $9.5M
Mackenzie Financial Corp. 0.01% Reduce -4.1% 63,447 $9.5M
Picton Mahoney Asset Management 0.39% Add +79.6% 61,637 $9.2M
Railway Pension Investments Ltd 0.11% Add +82.2% 59,400 $8.9M
Cibc World Markets Corp. 0.06% Add +127.1% 56,620 $8.5M
PNC Financial Services Group, Inc. 0.01% Reduce -1.9% 56,546 $8.5M
Moran Wealth Management, LLC 0.28% Add +2.5% 55,988 $8.4M
Shellback Capital, LP 0.60% Reduce -52.2% 55,000 $8.2M
Vinva Investment Management Ltd 0.41% Reduce -35.5% 55,227 $8.2M
Aberdeen Group plc 0.02% Reduce -52.1% 54,467 $8.2M
Eagle Asset Management Inc. 0.04% Add +6.5% 55,580 $8.1M
Retirement Systems of Alabama 0.03% Reduce -1.0% 54,016 $8.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +37.0% 53,785 $8.1M
Asset Management Advisors, LLC 6.12% Add +1.3% 53,456 $8.0M
Aquatic Capital Management LLC 0.29% Add +84.3% 52,900 $7.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.09% — 51,701 $7.7M
Gerber Kawasaki Wealth & Investment Management 0.39% Add +9.9% 51,580 $7.7M
Crossmark Global Holdings, Inc. 0.15% Add +2.8% 51,374 $7.7M
Voss Capital, LP 0.75% New 50,000 $7.5M
IFM Investors Pty Ltd 0.08% Reduce -1.5% 49,984 $7.5M
Leuthold Group, LLC 0.86% Reduce -0.9% 49,922 $7.5M
Amalgamated Bank 0.06% Reduce -3.3% 49,371 $7.4M
Investment Management Corp of Ontario 0.20% Add +3.1% 49,233 $7.4M
Legacy Trust 1.83% Reduce -2.2% 49,078 $7.4M
Federation des caisses Desjardins du Quebec 0.04% Add +9.5% 48,952 $7.3M
State of Alaska, Department of Revenue 0.08% Reduce -11.9% 48,730 $7.3M
Commonwealth Equity Services, LLC 0.01% Add +6.3% 47,007 $7.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +57.2% 46,936 $7.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +4.7% 46,929 $7.0M
Advisors Capital Management, LLC 0.12% Add +32.4% 46,908 $7.0M
Synovus Financial Corp. 0.09% Add +0.3% 46,721 $7.0M
Czech National Bank 0.08% Add +7.3% 46,662 $7.0M
Foundry Partners, LLC 0.37% Reduce -56.4% 46,551 $7.0M
Badgley Phelps Wealth Managers, LLC 0.17% Add +22.9% 46,305 $6.9M
Quantinno Capital Management LP 0.12% Add +13.5% 45,841 $6.9M
Wealthfront Advisers LLC 0.02% Reduce -3.2% 44,441 $6.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +45.3% 44,124 $6.6M
Knights of Columbus Asset Advisors LLC 0.43% Reduce -23.1% 43,614 $6.5M
ProShare Advisors LLC 0.02% Add +6.8% 43,459 $6.5M
Knightsbridge Asset Management, LLC 1.63% New 43,382 $6.5M
Forsta Ap-Fonden 0.06% Reduce -12.0% 41,700 $6.2M
DNB Asset Management AS 0.03% Add +8.3% 41,324 $6.2M
Sanctuary Advisors, LLC 0.04% — 39,337 $6.1M
Two Sigma Advisers, LP 0.01% Add +272.3% 39,820 $6.0M
Utah Retirement Systems 0.07% Reduce -5.5% 39,759 $6.0M
Van Eck Associates Corp. 0.01% Reduce -2.2% 39,652 $5.9M
Marsico Capital Management LLC 0.17% Reduce -78.8% 39,008 $5.8M
Turtle Creek Wealth Advisors, LLC 1.35% Add +14.3% 38,994 $5.8M
Unison Advisors LLC 0.69% Add +0.3% 36,812 $5.5M
Cetera Investment Advisers 0.01% Reduce -15.3% 36,260 $5.4M
Cim, LLC 0.81% Add +0.2% 30,438 $5.4M
Kwmg, LLC 0.57% Reduce -10.2% 35,489 $5.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% Add +9.7% 34,756 $5.2M
Private Advisory Group LLC 0.68% Reduce -39.2% 34,325 $5.1M
New York Life Investment Management LLC 0.05% Reduce -0.4% 33,715 $5.1M
Summit Global Investments 0.36% Reduce -5.7% 33,599 $5.0M
CIBC Asset Management Inc 0.02% Reduce -6.1% 33,424 $5.0M
Yousif Capital Management, LLC 0.06% Reduce -3.4% 33,238 $5.0M
Thrivent Financial for Lutherans 0.01% Reduce -1.6% 32,529 $4.9M
Xponance LLC 0.05% Reduce -1.3% 32,465 $4.9M
Castleark Management LLC 0.20% Reduce -50.0% 32,435 $4.9M
Orange Investment Advisors, Inc. 0.62% Reduce -17.6% 31,809 $4.7M
Osaic Holdings, Inc. 0.01% Reduce -21.2% 31,526 $4.7M
Nissay Asset Management Corp. /Japan 0.03% Add +0.2% 31,279 $4.7M
Macquarie Group Ltd. 0.01% Add +1.9% 31,206 $4.7M
Y-Intercept (Hong Kong) Ltd 0.25% New 30,937 $4.6M
Mutual of America Capital Management LLC 0.05% Reduce -4.7% 30,901 $4.6M
Butensky & Cohen Financial Security, Inc. 1.47% Reduce -1.4% 30,819 $4.6M
Credit Agricole S A 0.03% Add +101.0% 30,818 $4.6M
Pathstone Holdings, LLC 0.02% Add +1.7% 30,766 $4.6M
Parkwood LLC 0.56% New 30,266 $4.5M
German American Bancorp, Inc. 0.52% Add +1.5% 30,185 $4.5M
Twin Capital Management Inc. 0.53% Add +2.2% 30,139 $4.5M
American Trust Investment Advisors, LLC 2.18% Reduce -2.9% 29,915 $4.5M
1832 Asset Management L.P. 0.01% Add +21.8% 29,698 $4.5M
MML Investors Services, LLC 0.02% Add +3.6% 29,571 $4.4M
Freestone Capital Holdings, LLC 0.16% Add +2.4% 29,502 $4.4M
FORA Capital, LLC 0.53% New 29,273 $4.4M
Mediolanum International Funds Ltd 0.07% Add +37.3% 31,229 $4.3M
Atlantic Union Bankshares Corp 0.27% Add +47.3% 28,427 $4.3M
Armistice Capital, LLC 0.11% Reduce -21.1% 28,389 $4.3M
CX Institutional 0.20% Add +7.9% 28,075 $4.2M
Verition Fund Management LLC 0.04% Add +0.9% 27,962 $4.2M
Tredje AP-fonden 0.04% Reduce -1.5% 27,742 $4.2M
Panagora Asset Management Inc. 0.02% Add +118.8% 27,696 $4.2M
APG Asset Management N.V. 0.01% Add +183.7% 29,345 $4.1M
Patton Fund Management, Inc. 0.86% Reduce -16.3% 27,132 $4.1M
PEAK6 Investments LLC 0.19% Add +580.2% 27,005 $4.0M
Hudson Bay Capital Management LP 0.04% New 27,000 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 26,944 $4.0M
Flputnam Investment Management Co. 0.08% Add +2.8% 26,859 $4.0M
Coastline Trust Co 0.47% Add +1.5% 26,823 $4.0M
Bokf, NA 0.07% Reduce -2.9% 26,763 $4.0M
Daiwa Securities Group Inc. 0.02% Reduce -9.8% 26,604 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -47.9% 26,708 $4.0M
Great Lakes Advisors, LLC 0.04% Reduce -57.0% 26,442 $4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +11.1% 26,352 $3.9M
Guggenheim Capital LLC 0.03% Add +6.1% 25,538 $3.8M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.1% 25,264 $3.8M
Engineers Gate Manager LP 0.09% Add +111.4% 25,233 $3.8M
HST Ventures, LLC 1.70% Add +33.3% 25,174 $3.8M
Parallax Volatility Advisers, L.P. 0.11% Reduce -63.9% 25,092 $3.8M
Paloma Partners Management Co 0.41% Add +144.3% 24,887 $3.7M
HighTower Advisors, LLC 0.01% Add +6.5% 24,844 $3.7M
Lombard Odier Asset Management (USA) Corp 1.60% Reduce -21.1% 24,335 $3.6M
Two Sigma Investments, LP 0.01% Add +723.2% 23,882 $3.6M
Baird Financial Group, Inc. 0.01% Add +9.4% 23,542 $3.5M
Capital Investment Advisors, LLC 0.08% Reduce -3.0% 23,520 $3.5M
Lodestone Wealth Management LLC 1.75% Reduce -2.6% 22,120 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +11.8% 21,997 $3.3M
Orion Portfolio Solutions, LLC 0.03% Add +11.8% 21,997 $3.3M
Foster & Motley Inc. 0.22% Reduce -3.7% 21,539 $3.2M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -6.7% 21,499 $3.2M
Blair William & Co. 0.01% Add +0.8% 21,190 $3.2M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.8% 20,999 $3.1M
Elo Mutual Pension Insurance Co 0.07% Add +16.0% 20,735 $3.1M
iA Global Asset Management Inc. 0.06% Add +3.5% 20,597 $3.1M
AXA S.A. 0.01% Reduce -38.2% 20,527 $3.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.7% 19,894 $3.0M
GAMCO Investors 0.03% Add +1.4% 19,814 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.9% 19,627 $2.9M
Alaska Permanent Fund Corp 0.04% Reduce -11.9% 16,545 $2.9M
West Oak Capital, LLC 1.17% Reduce -3.8% 19,476 $2.9M
Warther Private Wealth, LLC 1.11% Reduce -9.4% 19,000 $2.8M
Maryland State Retirement & Pension System 0.05% No change 18,991 $2.8M
Mizuho Securities USA LLC 0.06% New 18,878 $2.8M
Gulf International Bank (UK) Ltd 0.07% Reduce -13.8% 18,732 $2.8M
Savant Capital, LLC 0.03% Reduce -0.5% 18,674 $2.8M
Integrated Wealth Concepts LLC 0.04% Add +12.6% 18,465 $2.8M
Kentucky Retirement Systems 0.08% Reduce -1.7% 18,452 $2.8M
US Bancorp \de 0.00% Add +13.9% 18,224 $2.7M
Creative Planning 0.00% Add +9.0% 18,116 $2.7M
Wolverine Trading, LLC 0.04% New 17,873 $2.7M
MBB Public Markets I LLC 0.05% New 17,739 $2.7M
XTX Topco Ltd 0.23% Add +1060.0% 17,737 $2.7M
Cresset Asset Management, LLC 0.01% Add +9.2% 17,717 $2.7M
Sippican Capital Advisors 2.06% Reduce -0.3% 17,396 $2.6M
Ethic Inc. 0.06% Reduce -4.0% 17,063 $2.6M
Bessemer Group Inc. 0.00% Reduce -4.1% 17,041 $2.6M
Park Avenue Securities LLC 0.03% Add +13.1% 16,870 $2.5M
Shelton Capital Management 0.07% Reduce -60.0% 16,680 $2.5M
Townsquare Capital LLC 0.03% Add +18.5% 16,288 $2.4M
Ellsworth Advisors, LLC 0.67% Add +0.9% 16,125 $2.4M
JT Stratford LLC 0.45% Add +14.6% 16,123 $2.4M
Fishman Jay A Ltd. 0.25% No change 16,000 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -19.3% 18,543 $2.4M
Hartford Investment Management Co. 0.08% Reduce -1.8% 15,691 $2.4M
UniSuper Management Pty Ltd 0.02% Add +73.8% 15,589 $2.3M
X-Square Capital, LLC 0.84% Reduce -0.7% 15,571 $2.3M
Simplex Trading, LLC 0.07% New 15,351 $2.3M
Chartwell Investment Partners, LLC 0.08% Add +17.0% 15,326 $2.3M
Caprock Group, LLC 0.09% Add +300.9% 15,289 $2.3M
AIA Group Ltd 0.07% Add +7.7% 15,228 $2.3M
Freedom Day Solutions, LLC 0.77% Add +5.5% 15,159 $2.3M
Kingfisher Capital LLC 0.53% Add +1.2% 15,136 $2.3M
Commerce Bank 0.01% Add +2.5% 15,000 $2.2M
Cyndeo Wealth Partners, LLC 0.17% New 14,786 $2.2M
17 Capital Partners, LLC 1.58% Reduce -0.9% 14,785 $2.2M
Caxton Associates LP 0.09% Add +247.2% 14,751 $2.2M
Tower Research Capital LLC (TRC) 0.04% Reduce -18.9% 14,736 $2.2M
Diversified Trust Co. 0.06% Add +105.1% 14,639 $2.2M
Mount Lucas Management LP 0.76% Reduce -18.4% 14,317 $2.1M
Securian Asset Management, Inc. 0.06% Reduce -3.3% 14,079 $2.1M
New England Research & Management, Inc. 1.01% Add +4.3% 14,050 $2.1M
Glenview Trust Co 0.04% No change 14,026 $2.1M
First Washington CORP 0.77% Add +2.8% 13,928 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -3.5% 13,900 $2.1M
Rockefeller Capital Management L.P. 0.01% Reduce -4.8% 13,630 $2.0M
First National Bank of Mount Dora, Trust Investment Services 0.48% Add +11.1% 13,365 $2.0M
Two Sigma Securities, LLC 0.10% New 13,341 $2.0M
Quantitative Investment Management, LLC 0.22% New 13,292 $2.0M
Nomura Holdings Inc. 0.01% Add +573.0% 13,278 $2.0M
Clear Harbor Asset Management, LLC 0.17% Reduce -0.8% 13,256 $2.0M
Apollon Wealth Management, LLC 0.06% Reduce -9.5% 13,220 $2.0M
Aviva PLC 0.01% Reduce -65.1% 13,175 $2.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.16% No change 13,118 $2.0M
Global Wealth Management Investment Advisory, Inc. 0.46% Add +6.6% 13,073 $2.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +187.2% 13,040 $2.0M
Mengis Capital Management, Inc. 0.40% Reduce -0.1% 13,008 $1.9M
Abacus Planning Group, Inc. 0.37% No change 12,639 $1.9M
New Mexico Educational Retirement Board 0.07% No change 12,560 $1.9M
Hennion & Walsh Asset Management, Inc. 0.10% Add +15.1% 12,504 $1.9M
OMERS ADMINISTRATION Corp 0.02% New 12,500 $1.9M
Passumpsic Savings Bank 1.33% Add +9.2% 12,420 $1.9M
Holderness Investments Co. 0.44% No change 12,325 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -9.1% 12,188 $1.8M
EFG Asset Management (North America) Corp. 0.32% Reduce -20.6% 12,155 $1.8M
KCM Investment Advisors LLC 0.07% Reduce -5.5% 12,094 $1.8M
Soditic Asset Management LLP 2.09% New 12,050 $1.8M
Sherbrooke Park Advisers LLC 0.31% Reduce -32.1% 11,989 $1.8M
United Capital Financial Advisors, LLC 0.02% Add +8.1% 11,775 $1.8M
WINTON GROUP Ltd 0.12% Reduce -93.8% 11,719 $1.8M
Fifth Third Bancorp 0.01% Add +8.5% 11,650 $1.7M
AustralianSuper Pty Ltd 0.01% Reduce -60.7% 11,543 $1.7M
Keystone Investors Pte Ltd. 0.14% New 11,251 $1.7M
Wright Investors Service Inc. 0.44% Reduce -7.6% 11,229 $1.7M
Swiss Life Asset Management Ltd 0.02% Reduce -25.6% 11,127 $1.7M
Burney Co./ 0.06% Reduce -0.5% 10,806 $1.6M
Tidal Investments LLC 0.02% Reduce -24.5% 10,804 $1.6M
Delphi Management Inc. 1.31% Add +3.4% 10,726 $1.6M
Redwood Investment Management, LLC 0.14% Add +5.7% 9,500 $1.6M
Metis Global Partners, LLC 0.05% Reduce -1.4% 10,523 $1.6M
Trustmark Bank Trust Department 0.13% Reduce -1.4% 10,487 $1.6M
Abacus FCF Advisors LLC 0.39% Reduce -28.7% 10,482 $1.6M
Walleye Capital LLC 0.02% Reduce -86.3% 10,256 $1.5M
Vident Advisory, LLC 0.04% Reduce -90.9% 10,224 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -32.3% 10,122 $1.5M
Paradigm Asset Management Co. LLC 0.42% Add +320.8% 10,100 $1.5M
Scotia Capital Inc. 0.01% Add +2.0% 10,023 $1.5M
K.J. Harrison & Partners Inc 0.25% No change 10,000 $1.5M
AM Squared Ltd 4.74% No change 9,821 $1.5M
Capital International, Inc. 0.02% No change 9,794 $1.5M
Heritage Trust Co 0.19% Reduce -0.3% 9,743 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +2.5% 9,722 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -0.3% 9,677 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -1.1% 9,832 $1.4M
Procyon Advisors, LLC 0.11% Add +4.6% 9,566 $1.4M
Thomas J. Herzfeld Advisors, Inc. 0.50% No change 9,450 $1.4M
University of Texas/Texas Am Investment Management Co. 0.28% New 9,416 $1.4M
Lakewood Asset Management LLC 0.98% Add +0.8% 9,385 $1.4M
Advisors Asset Management, Inc. 0.03% Reduce -25.4% 9,336 $1.4M
NWK Group, Inc. 0.58% Add +0.6% 9,240 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.9% 9,158 $1.4M
Avalon Trust Co 0.11% Reduce -14.3% 9,000 $1.3M
Valeo Financial Advisors, LLC 0.04% Reduce -1.6% 8,987 $1.3M
Jupiter Wealth Management LLC 0.71% Add +28.7% 7,592 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -69.2% 8,930 $1.3M
Sheaff Brock Investment Advisors, LLC 0.12% Reduce -16.8% 8,733 $1.3M
Institute for Wealth Management, LLC. 0.17% No change 8,710 $1.3M
Norinchukin Bank, The 0.04% Add +1.3% 8,667 $1.3M
Empirical Finance, LLC 0.08% Reduce -35.6% 8,649 $1.3M
Systematic Alpha Investments, LLC 0.05% No change 8,639 $1.3M
BNP Paribas 0.07% No change 8,650 $1.3M
Unique Wealth Strategies, LLC 0.60% No change 7,506 $1.3M
Plato Investment Management Ltd 0.12% No change 8,601 $1.3M
Personal Cfo Solutions, LLC 0.20% Add +1.1% 8,578 $1.3M
NorthCoast Asset Management LLC 0.01% Reduce -28.8% 8,346 $1.3M
CENTRAL TRUST Co 0.03% Add +0.1% 8,141 $1.2M
Arrow Financial Corp 0.12% Add +144.4% 8,066 $1.2M
NWF Advisory Services Inc. 0.19% Add +6.6% 7,942 $1.2M
Freedom Investment Management, Inc. 0.10% Add +119.0% 7,924 $1.2M
Twin Tree Management, LP 0.03% Reduce -95.2% 7,922 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -3.2% 7,898 $1.2M
Candriam S.C.A. 0.01% Reduce -22.7% 7,894 $1.2M
Central Bank & Trust Co. 0.16% Add +155.3% 7,849 $1.2M
Catalyst Funds Management Pty Ltd 0.31% Add +188.9% 7,800 $1.2M
Vontobel Holding Ltd. 0.00% Add +28.3% 7,797 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.6% 7,793 $1.2M
Cim Investment Management Inc. 0.36% Reduce -0.6% 7,774 $1.2M
First Trust Direct Indexing L.P. 0.07% Add +15.2% 7,715 $1.2M
Cypress Capital Group 0.14% Reduce -10.3% 7,685 $1.2M
Strategic Investment Advisors / MI 0.14% Add +3.0% 7,658 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +356.6% 7,652 $1.1M
Ritholtz Wealth Management 0.04% Reduce -6.4% 7,603 $1.1M
AXS Investments LLC 0.31% Reduce -3.3% 7,534 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.3% 7,465 $1.1M
Confluence Wealth Services, Inc. 0.09% Add +7.5% 7,350 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -37.9% 7,334 $1.1M
Natixis 0.01% Reduce -88.0% 7,290 $1.1M
Atlas Capital Advisors Inc. 0.14% Reduce -10.6% 7,286 $1.1M
L2 Asset Management, LLC 0.33% Add +2.7% 7,255 $1.1M
Cwm, LLC 0.01% Add +38.7% 7,248 $1.1M
NEOS Investment Management LLC 0.04% Add +39.2% 7,076 $1.1M
PAX Financial Group, LLC 0.21% Reduce -11.8% 7,041 $1.1M
Stratos Wealth Advisors, LLC 0.05% Add +240.7% 7,015 $1.1M
Investment House LLC 0.06% Reduce -1.1% 6,992 $1.0M
Brown Advisory Inc. 0.00% Add +14.1% 6,835 $1.0M
Focus Partners Wealth 0.00% Add +464.1% 6,792 $1.0M
Whittier Trust Co. 0.01% Reduce -0.6% 6,756 $1.0M
MAI Capital Management 0.01% Add +1.3% 6,746 $1.0M
Waterloo Capital, L.P. 0.12% Add +8.9% 6,745 $1.0M
Stiles Financial Services Inc 0.39% Add +38.7% 6,718 $1.0M
DoubleLine ETF Adviser LP 0.26% New 6,699 $1.0M
Allen Investment Management, LLC 0.01% No change 6,666 $999K
Dynasty Wealth Management, LLC 0.03% New 6,643 $996K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -32.4% 6,623 $993K
CIBC Private Wealth Group LLC 0.00% Add +6.9% 6,931 $989K
Canandaigua National Bank & Trust Co. 0.10% No change 6,421 $962K
Edge Wealth Management LLC 0.20% No change 6,400 $959K
Snowden Capital Advisors LLC 0.03% Add +13.1% 6,379 $956K
Choreo, LLC 0.02% New 6,484 $951K
NorthRock Partners, LLC 0.04% Add +6.5% 6,331 $949K
Omnia Family Wealth, LLC 0.40% Add +0.4% 6,326 $948K
Lido Advisors, LLC 0.01% Reduce -7.8% 6,238 $935K
Beacon Pointe Advisors, LLC 0.01% Add +11.0% 6,184 $927K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.8% 6,145 $921K
IFP Advisors, Inc 0.04% Add +32.3% 6,106 $915K
CW Advisors, LLC 0.01% New 6,100 $914K
Capital Insight Partners, LLC 0.17% Add +2.5% 6,070 $910K
American Money Management, LLC 0.19% Reduce -47.9% 6,049 $907K
HighPoint Advisor Group LLC 0.05% Add +17.3% 5,017 $905K
3Chopt Investment Partners, LLC 0.28% New 6,029 $904K
Centiva Capital, LP 0.04% Add +15.2% 6,022 $903K
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.0% 6,017 $902K
Cibc World Market Inc. 0.00% Reduce -9.9% 5,955 $892K
Signaturefd, LLC 0.02% Add +1.6% 5,883 $882K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.3% 5,880 $881K
Pitcairn Co. 0.05% Add +4.2% 5,859 $878K
Castlekeep Investment Advisors LLC 0.67% Add +8.1% 5,827 $873K
Commonwealth Retirement Investments LLC 0.39% New 5,751 $862K
Private Advisor Group, LLC 0.01% Reduce -3.9% 5,685 $852K
South Dakota Investment Council 0.02% Reduce -5.5% 5,687 $852K
Denali Advisors LLC 0.23% Add +3.7% 5,626 $843K
Lebenthal Global Advisors, LLC 0.18% Add +9.3% 5,616 $842K
Virtus Advisers, LLC 0.40% Add +6.5% 5,468 $819K
Coldstream Capital Management Inc. 0.02% Add +7.8% 5,454 $817K
Powell Investment Advisors, LLC 0.42% No change 5,392 $808K
Wahed Invest LLC 0.16% Add +16.6% 5,353 $802K
Everhart Financial Group, Inc. 0.20% Add +15.1% 5,224 $783K
Level Four Advisory Services, LLC 0.03% Add +88.6% 5,157 $773K
Convergence Investment Partners, LLC 0.23% Reduce -20.5% 5,152 $772K
Penserra Capital Management LLC 0.01% Reduce -35.9% 5,110 $766K
Horizon Kinetics Asset Management LLC 0.01% Add +0.7% 5,110 $766K
Merit Financial Group, LLC 0.02% Add +20.4% 5,073 $760K
Hilltop Partners LLC 0.28% Add +0.1% 5,069 $760K
Bleakley Financial Group, LLC 0.02% Reduce -1.1% 5,065 $759K
Simplicity Wealth,LLC 0.02% Reduce -1.1% 5,063 $759K
Intech Investment Management LLC 0.01% Reduce -38.3% 5,058 $758K
Stamos Capital Partners, L.P. 0.16% Add +73.5% 5,050 $757K
Vestcor Inc 0.03% No change 5,030 $754K
Angeles Investment Advisors, LLC 0.04% Add +8.7% 5,024 $753K
Symmetry Partners, LLC 0.04% No change 5,010 $751K
Greenleaf Trust 0.01% Add +0.5% 4,990 $748K
Cookson Peirce & Co. Inc. 0.04% Add +11.9% 4,958 $743K
Everpar Advisors LLC 0.37% Reduce -0.3% 4,956 $743K
Captrust Financial Advisors 0.00% Add +11.2% 4,952 $742K
Integrated Advisors Network LLC 0.04% Reduce -3.3% 4,939 $740K
Jackson Creek Investment Advisors LLC 0.27% Reduce -15.1% 4,872 $730K
NorthCrest Asset Manangement, LLC 0.02% Add +1.5% 4,870 $730K
Profund Advisors LLC 0.03% Reduce -17.8% 4,805 $720K
Horizon Investments, LLC 0.02% Reduce -0.8% 4,805 $718K
Cyr Financial Inc. 0.71% — 4,765 $714K
MQS Management LLC 0.43% Reduce -34.9% 4,748 $712K
EP Wealth Advisors, LLC 0.01% Reduce -2.2% 4,744 $711K
Gotham Asset Management 0.01% Reduce -0.7% 4,706 $705K
Prudent Man Advisors, LLC 0.25% Add +3.0% 4,692 $703K
Opinicus Capital, Inc. 0.59% Add +2.3% 4,690 $703K
Belpointe Asset Management LLC 0.05% Reduce -29.1% 4,688 $703K
TD Private Client Wealth LLC 0.02% Add +533.1% 4,660 $698K
Syon Capital LLC 0.06% Add +0.9% 4,641 $696K
Sib LLC 0.37% No change 4,633 $694K
Applied Finance Capital Management, LLC 0.03% New 4,622 $693K
Nilsine Partners, LLC 0.09% Add +0.1% 4,560 $683K
OmniStar Financial Group, Inc. 0.62% Add +1.1% 4,558 $683K
Federated Hermes, Inc. 0.00% Reduce -13.0% 4,553 $682K
Argent Trust Co 0.03% Add +2.7% 4,537 $680K
RBF Capital, LLC 0.04% No change 4,509 $676K
Headlands Technologies LLC 0.07% Add +510.0% 4,508 $676K
EHP Funds Inc. 0.33% Reduce -8.2% 4,500 $674K
Scopus Asset Management, L.P. 0.02% Reduce -96.0% 4,500 $674K
Mutual Advisors, LLC 0.02% Add +37.4% 3,782 $674K
Dark Forest Capital Management LP 0.12% Add +258.0% 4,496 $674K
Keybank National Association 0.00% Reduce -1.4% 4,453 $667K
Intelligence Driven Advisers, LLC 0.09% No change 4,438 $665K
Concurrent Investment Advisors, LLC 0.02% Reduce -0.9% 4,435 $665K
Sequoia Financial Advisors, LLC 0.01% Add +1.3% 4,434 $665K
Principal Securities, Inc. 0.02% Add +11.6% 4,398 $659K
SpiderRock Advisors, LLC 0.02% Reduce -1.3% 4,342 $651K
Aigen Investment Management, LP 0.13% New 4,328 $649K
OneDigital Investment Advisors LLC 0.01% Add +107.6% 4,310 $646K
HB Wealth Management, LLC 0.01% Add +20.7% 4,266 $639K
Wedmont Private Capital 0.04% Add +2.3% 3,971 $635K
Johnson Investment Counsel Inc. 0.01% No change 4,235 $635K
Forum Financial Management, LP 0.01% Add +0.6% 4,207 $631K
Ranch Capital Advisors Inc. 0.33% Add +7.3% 4,200 $629K
Grove Bank & Trust 0.10% Reduce -0.5% 4,165 $624K
Symphony Financial, Ltd. Co. 0.11% New 4,334 $623K
CreativeOne Wealth, LLC 0.03% Reduce -9.2% 4,136 $620K
Ascentis Independent Advisors 0.13% — 4,123 $618K
Argonautica Private Wealth Management, Inc. 0.21% No change 4,123 $618K
Sigma Planning Corp 0.02% Reduce -1.7% 4,116 $617K
Premier Path Wealth Partners, LLC 0.10% Add +3.4% 4,104 $615K
Raymond James Trust N.A. 0.01% Add +0.5% 4,087 $613K
Great Diamond Partners, LLC 0.14% New 4,050 $607K
Prudential PLC 0.00% Add +58.1% 4,044 $606K
Austin Asset Management Co Inc 0.13% Add +0.5% 4,020 $602K
Baader Bank Aktiengesellschaft 0.05% Add +0.0% 3,991 $598K
Perpetual Ltd 0.01% New 3,963 $594K
Edge Capital Group, LLC 0.03% No change 3,954 $593K
Community Bank, N.A. 0.08% Add +7.9% 3,895 $584K
Wesbanco Bank Inc. 0.02% Reduce -0.8% 3,871 $580K
RFG Advisory, LLC 0.02% Reduce -0.2% 3,869 $580K
Atria Wealth Solutions, Inc. 0.01% No change 3,812 $571K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.8% 3,804 $570K
Hillsdale Investment Management Inc. 0.04% Add +3700.0% 3,800 $570K
Transcend Capital Advisors, LLC 0.04% Add +17.4% 3,793 $569K
Qtron Investments LLC 0.08% No change 3,786 $567K
Siemens Fonds Invest GmbH 0.04% Reduce -1.2% 3,784 $567K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +5.9% 3,763 $564K
Seed Wealth Management, Inc. 0.49% Add +11.6% 3,750 $562K
Tevis Investment Management 0.45% Add +36.2% 3,738 $560K
Fiduciary Trust Co 0.01% Add +10.3% 3,724 $558K
Measured Wealth Private Client Group, LLC 0.20% Add +1.0% 3,719 $557K
Boston Family Office LLC 0.04% Reduce -4.8% 3,691 $553K
LBP Am SA 0.02% No change 3,645 $546K
Assenagon Asset Management S.A. 0.00% Reduce -96.4% 3,644 $546K
Peapack Gladstone Financial Corp. 0.01% No change 3,603 $540K
Kaizen Financial Strategies 0.34% Reduce -1.6% 2,979 $538K
Concord Asset Management, LLC 0.13% Add +2.7% 3,581 $537K
Concord Wealth Partners 0.09% Add +0.0% 3,552 $532K
CI Investments Inc. 0.00% Reduce -14.4% 3,549 $532K
Gilbert & Cook, Inc. 0.08% Reduce -11.6% 3,510 $526K
Norman Fields, Gottscho Capital Management, LLC 0.18% No change 3,607 $526K
1834 Investment Advisors Co. 0.06% Reduce -5.9% 3,495 $524K
Impact Partnership Wealth, LLC 0.14% Add +98.3% 3,471 $520K
Schechter Investment Advisors, LLC 0.04% Add +32.1% 3,458 $518K
Kestra Private Wealth Services, LLC 0.01% Add +13.8% 3,456 $518K
SVB Wealth LLC 0.01% Reduce -11.8% 3,453 $518K
Norden Group LLC 0.10% Add +67.3% 3,399 $509K
Wedbush Securities Inc. 0.02% Add +17.3% 3,397 $509K
Alpha DNA Investment Management LLC 0.29% Add +30.9% 3,387 $508K
Contravisory Investment Management, Inc. 0.11% Add +0.8% 3,345 $501K
Jump Financial, LLC 0.01% Add +21.9% 3,344 $501K
Center For Asset Management LLC 0.33% Add +5.8% 3,312 $496K
Fca Corp. 0.15% No change 3,200 $480K
CSS LLC 0.10% No change 3,200 $480K
Perigon Wealth Management, LLC 0.01% Add +3.8% 3,186 $477K
Fulton Bank, N.A. 0.02% New 3,183 $477K
Lake Street Advisors Group, LLC 0.02% Add +3.0% 3,165 $474K
Lindbrook Capital, LLC 0.04% Add +1.1% 3,147 $472K
Beacon Investment Advisors LLC 0.24% Add +0.1% 3,133 $470K
Cornerstone Wealth Group, LLC 0.04% Add +0.7% 3,115 $467K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Reduce -3.1% 3,100 $465K
FFT Wealth Management LLC 0.04% Add +0.4% 3,017 $452K
Moors & Cabot, Inc. 0.02% Reduce -5.7% 3,009 $451K
DAVENPORT & Co LLC 0.00% Add +1.0% 3,001 $450K
Eagle Wealth Strategies LLC 0.36% Reduce -20.0% 3,000 $450K
South Street Advisors LLC 0.07% No change 3,000 $450K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.8% 2,687 $448K
Pointe Capital Management LLC 0.28% No change 2,975 $446K
Meeder Advisory Services, Inc. 0.03% Add +42.3% 2,975 $446K
Compound Planning, Inc. 0.03% Add +9.2% 2,952 $442K
Elevation Point Wealth Partners, LLC 0.04% New 2,951 $442K
Trust Asset Management LLC 0.04% No change 2,951 $442K
AdvisorShares Investments LLC 0.08% New 3,028 $442K
Dorsey & Whitney Trust CO LLC 0.03% Add +1.9% 2,884 $432K
V-Square Quantitative Management LLC 0.07% Add +7.6% 2,882 $432K
Centaurus Financial, Inc. 0.03% Add +5.5% 2,866 $430K
First Hawaiian Bank 0.01% Add +63.2% 2,843 $426K
Manchester Capital Management LLC 0.05% Add +0.7% 2,830 $424K
LRI Investments, LLC 0.05% Add +269.5% 2,819 $422K
Glassy Mountain Advisors, Inc. 0.16% No change 2,813 $422K
Evergreen Capital Management LLC 0.02% Add +6.8% 2,795 $419K
Fidelis Capital Partners, LLC 0.06% Add +18.4% 2,512 $419K
Caldwell Trust Co 0.05% Add +2.2% 2,792 $418K
Ballentine Partners, LLC 0.01% Add +11.3% 2,785 $417K
Versor Investments LP 0.08% Reduce -64.7% 2,779 $416K
Zacks Investment Management 0.00% Reduce -90.2% 2,764 $414K
Gladstone Institutional Advisory LLC 0.02% Add +3.1% 2,750 $412K
Smartleaf Asset Management LLC 0.07% Reduce -21.4% 2,740 $409K
Clarius Group, LLC 0.03% Reduce -5.8% 2,724 $408K
Fifth Third Wealth Advisors LLC 0.03% New 2,704 $405K
Quadrant Capital Group LLC 0.03% Reduce -2.8% 2,703 $405K
Ostrum Asset Management 0.04% Reduce -62.1% 2,700 $405K
Leonteq Securities AG 0.06% Reduce -6.0% 2,688 $403K
EverSource Wealth Advisors, LLC 0.03% Reduce -5.1% 2,245 $397K
Trust Co. of Oklahoma 0.14% Reduce -0.4% 2,641 $396K
Occudo Quantitative Strategies LP 0.07% Reduce -67.3% 2,623 $393K
Summit Financial, LLC 0.02% Add +79.4% 2,599 $390K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.6% 2,577 $386K
Cigna Investments Inc. 0.07% Reduce -1.1% 2,568 $385K
Precision Wealth Strategies, LLC 0.40% Reduce -8.0% 2,564 $384K
Florida Financial Advisors, LLC 0.23% Add +4.7% 2,561 $384K
Gries Financial LLC 0.08% Add +5.3% 2,548 $382K
Quantum Portfolio Management LLC 0.22% New 2,544 $381K
Successful Portfolios LLC 0.27% No change 2,533 $380K
Resonant Capital Advisors, LLC 0.03% Add +0.5% 2,527 $379K
Privium Fund Management (UK) Ltd 0.15% New 2,623 $377K
Washington Trust Bank 0.04% Add +0.3% 2,501 $375K
Kathmere Capital Management, LLC 0.04% Add +1.6% 2,487 $373K
Old National Bancorp 0.01% Add +39.0% 2,465 $369K
BBR Partners, LLC 0.03% Add +3.4% 2,427 $364K
Telos Capital Management, Inc. 0.04% Reduce -0.1% 2,422 $363K
Partners Capital Investment Group, LLP 0.01% New 2,399 $360K
GAMMA Investing LLC 0.05% Add +178.6% 2,379 $357K
Heartland Bank & Trust Co 0.20% Add +0.8% 2,360 $354K
Planning Capital Management Corp 0.25% No change 2,339 $351K
Blueshift Asset Management, LLC 0.12% New 2,316 $347K
Trek Financial, LLC 0.03% Add +26.6% 2,300 $345K
Horizon Advisory Services, Inc. 0.16% Add +0.1% 2,284 $342K
Tiemann Investment Advisors, LLC 0.15% No change 2,280 $342K
Balyasny Asset Management L.P. 0.00% Reduce -98.8% 2,278 $341K
First Financial Corp. 0.17% No change 2,268 $340K
Parallel Advisors, LLC 0.01% Add +10.0% 2,249 $337K
Ramirez Asset Management, Inc. 0.07% No change 2,247 $337K
Gateway Wealth Partners, LLC 0.10% Add +6.1% 2,246 $337K
Beaumont Financial Advisors, LLC 0.03% Add +1.8% 2,245 $336K
Quent Capital, LLC 0.04% Add +0.6% 2,230 $334K
Huntington National Bank 0.00% Add +1.3% 2,227 $334K
Cidel Asset Management Inc. 0.03% No change 2,223 $333K
Hyperion Capital Advisors LP 0.15% No change 2,203 $330K
Capstone Investment Advisors, LLC 0.01% Reduce -87.0% 2,202 $330K
MIdWestOne Financial Group, Inc. 0.06% No change 2,200 $330K
Empirical Asset Management, LLC 0.12% Add +35.7% 2,197 $329K
Legacy Capital Wealth Partners, LLC 0.08% New 2,197 $329K
Ascent Group, LLC 0.03% Add +1.5% 2,191 $328K
Summit Trail Advisors, LLC 0.01% Add +9.5% 2,187 $328K
Corton Capital Inc. 0.17% Reduce -52.1% 2,185 $327K
Brooklyn Investment Group 0.14% No change 1,946 $327K
William B. Walkup & Associates, Inc. 0.21% — 2,120 $318K
Allworth Financial LP 0.00% Reduce -32.9% 1,850 $316K
Fullcircle Wealth LLC 0.15% — 1,814 $306K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Add +9.0% 2,036 $305K
FCG Investment Co 0.23% Add +2.7% 2,030 $304K
Blue Trust, Inc. 0.00% Add +86.3% 1,764 $303K
Keel Point, LLC 0.03% Reduce -3.7% 1,738 $296K
Bristlecone Advisors, LLC 0.03% Reduce -1.2% 1,971 $295K
Dana Investment Advisors, Inc. 0.01% No change 1,960 $294K
G&S Capital LLC 0.13% New 1,845 $294K
Roof Eidam Maycock Peralta, LLC 0.08% Add +30.5% 1,945 $291K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +6.9% 1,929 $289K
Checchi Capital Advisers, LLC 0.02% Reduce -2.6% 1,916 $287K
Marks Group Wealth Management, Inc 0.03% Reduce -9.4% 1,891 $283K
Legacy Advisors, LLC 0.03% New 1,877 $281K
Essex Financial Services, Inc. 0.02% Add +37.3% 1,652 $280K
Dearborn Partners LLC 0.01% Add +12.4% 1,855 $278K
&partners 0.01% New 1,842 $276K
First Horizon Advisors, Inc. 0.01% Add +4.4% 1,826 $274K
One Wealth Management Investment & Advisory Services, LLC 0.11% Reduce -8.6% 1,823 $273K
Magnus Financial Group LLC 0.03% Add +0.2% 1,823 $273K
GeoWealth Management, LLC 0.01% Add +8.3% 1,816 $272K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -0.3% 1,815 $272K
T. Rowe Price Investment Management, Inc. 0.00% Add +47.7% 1,814 $272K
Foguth Wealth Management, LLC. 0.12% Add +45.6% 1,813 $272K
Essex Bank 0.07% Reduce -9.4% 1,812 $272K
Portside Wealth Group, LLC 0.05% Add +2.6% 1,787 $268K
City Center Advisors, LLC 0.32% No change 1,554 $267K
Conning Inc. 0.01% No change 1,765 $265K
Inspire Investing, LLC 0.03% Reduce -32.0% 1,753 $263K
Kingswood Wealth Advisors, LLC 0.02% Add +5.8% 1,742 $261K
Mgo One Seven LLC 0.01% New 1,737 $260K
C M Bidwell & Associates Ltd. 0.17% Reduce -0.3% 1,734 $260K
Stratos Wealth Partners, LTD. 0.00% Reduce -16.2% 1,731 $260K
Baxter Bros Inc. 0.03% Reduce -8.1% 1,711 $255K
Rehmann Capital Advisory Group 0.02% Add +5.6% 1,668 $250K
Sage Mountain Advisors LLC 0.02% Reduce -0.1% 1,661 $249K
Ieq Capital, LLC 0.00% Reduce -8.7% 1,636 $245K
Equitable Trust Co. 0.02% New 1,631 $244K
Daymark Wealth Partners, LLC 0.01% Add +1.2% 1,630 $244K
TKG Advisors, LLC 0.13% New 1,616 $242K
Accel Wealth Management 0.10% Add +0.1% 1,600 $240K
Brighton Jones LLC 0.01% Add +8.3% 1,587 $238K
Ferguson Shapiro LLC 0.09% No change 1,560 $234K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.4% 1,551 $232K
Quotient Wealth Partners, LLC 0.01% Add +5.0% 1,540 $231K
Aptus Capital Advisors, LLC 0.00% Add +8.9% 1,540 $231K
Spire Wealth Management 0.01% Add +5.0% 1,527 $229K
Vantage Consulting Group Inc 0.17% Add +4.0% 1,507 $226K
Advus Financial Partners, LLC 0.07% Add +1.0% 1,507 $226K
Samjo Management, LLC 0.08% No change 1,500 $225K
Oxford Financial Group, LTD. LLC 0.01% New 1,498 $225K
Focus Partners Advisor Solutions, LLC 0.01% Add +19.4% 1,489 $223K
One Wealth Advisors, LLC 0.05% New 1,304 $221K
Accurate Wealth Management, LLC 0.05% New 1,385 $220K
Diligent Investors, LLC 0.05% No change 1,460 $219K
Rwa Wealth Partners, LLC 0.00% Add +3.8% 1,449 $217K
Tiaa Trust, National Association 0.00% Reduce -9.6% 1,447 $217K
Client 1ST Advisory Group, LLC 0.09% New 1,440 $216K
Laurion Capital Management LP 0.01% Reduce -98.1% 1,440 $216K
Independent Advisor Alliance 0.01% Add +10.6% 1,440 $216K
Ameritas Advisory Services, LLC 0.01% Reduce -1.0% 1,433 $215K
Catalyst Financial Partners LLC 0.05% New 1,433 $215K
Insigneo Advisory Services, LLC 0.02% Reduce -39.2% 1,260 $215K
Brevan Howard Capital Management LP 0.01% Reduce -58.6% 1,429 $214K
Monument Capital Management 0.06% Reduce -1.9% 1,408 $211K
Kapitalo Investimentos Ltda 0.06% Reduce -39.2% 1,405 $211K
Family Firm, Inc. 0.05% Add +0.1% 1,402 $210K
Westpac Banking Corp. 0.02% Reduce -36.5% 1,397 $209K
Cornerstone Wealth Management, LLC 0.02% New 1,389 $208K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +35.8% 1,396 $208K
Proficio Capital Partners LLC 0.02% Add +1.3% 1,384 $207K
Global Retirement Partners, LLC 0.01% Add +6.1% 1,382 $207K
Aaron Wealth Advisors LLC 0.03% Add +5.7% 1,381 $207K
Tortoise Investment Management, LLC 0.02% Add +31.8% 1,368 $205K
Kingsview Wealth Management, LLC 0.00% Reduce -17.9% 1,362 $204K
Graypoint LLC 0.01% New 1,361 $204K
NFSG Corp 0.08% Reduce -12.2% 1,360 $204K
Agf Management Ltd. 0.00% New 1,343 $201K
Dakota Wealth Management 0.00% New 1,340 $201K
Farther Finance Advisors, LLC 0.01% Add +9.1% 1,361 $199K
Eagle Bay Advisors LLC 0.11% Add +1282.4% 1,258 $189K
1620 Investment Advisors, Inc. 0.14% New 1,208 $181K
CVA Family Office, LLC 0.03% Add +0.1% 1,181 $177K
Mather Group, Llc. 0.00% Add +6.5% 1,022 $176K
Westside Investment Management, Inc. 0.04% No change 1,121 $168K
Rosenberg Matthew Hamilton 0.05% No change 1,138 $166K
Sentry Investment Management LLC 0.07% Reduce -17.0% 1,105 $166K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.11% No change 1,100 $165K
Nemes Rush Group LLC 0.02% No change 1,088 $163K
Spectrum Wealth Counsel, LLC 0.02% No change 1,076 $161K
Hazlett, Burt & Watson, Inc. 0.08% Add +4166.7% 1,024 $154K
WR Wealth Planners, LLC 0.05% Add +5.1% 1,016 $152K
Byrne Asset Management LLC 0.13% No change 1,006 $150K
Andra AP-fonden 0.00% New 1,000 $150K
Spirit of America Management Corp. 0.03% New 925 $139K
Alta Advisers Ltd 0.06% No change 900 $135K
Harbour Investments, Inc. 0.00% Add +1.2% 874 $131K
MassMutual Private Wealth & Trust, FSB 0.00% Add +14.0% 853 $128K
Rothschild Investment LLC 0.01% Add +50.4% 851 $128K
Kimelman & Baird, LLC 0.01% — 825 $124K
Venturi Wealth Management, LLC 0.01% Add +256.5% 820 $123K
First Pacific Financial 0.03% Add +0.3% 816 $122K
Cromwell Holdings LLC 0.06% — 704 $106K
Brown Brothers Harriman & Co. 0.00% No change 691 $104K
Parkside Financial Bank & Trust 0.02% Add +2.3% 668 $100K
Independence Bank of Kentucky 0.03% Reduce -16.2% 664 $100K
Private Trust Co. NA 0.01% Add +6.0% 652 $98K
International Assets Investment Management, LLC 0.01% New 650 $97K
Key Financial Inc 0.02% No change 648 $97K
Central Pacific Bank - Trust Division 0.01% No change 645 $97K
Hilltop National Bank 0.03% Add +0.2% 644 $97K
AlphaCentric Advisors LLC 0.07% Reduce -19.7% 608 $91K
LFA - Lugano Financial Advisors SA 0.07% Add +51.3% 596 $89K
Hexagon Capital Partners LLC 0.02% No change 596 $89K
USA Financial Formulas 0.01% Reduce -24.7% 546 $82K
Harvest Fund Management Co., Ltd 0.01% Reduce -69.0% 512 $77K
Deseret Mutual Benefit Administrators 0.04% No change 506 $76K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +0.8% 505 $76K
Provenance Wealth Advisors, LLC 0.01% No change 500 $75K
Montag A & Associates Inc. 0.00% No change 495 $74K
Adirondack Trust Co. 0.03% No change 490 $73K
UMB Bank, n.a. 0.00% Reduce -6.6% 483 $72K
Wetzel Investment Advisors, Inc. 0.04% No change 408 $70K
Geneos Wealth Management Inc. 0.00% Add +0.2% 437 $66K
Covestor Ltd 0.04% Reduce -44.2% 416 $62K
Arax Advisory Partners 0.01% Add +377.9% 411 $62K
Lanark Financial, Inc. 0.01% Reduce -9.3% 410 $61K
Stuart Chaussee & Associates, Inc. 0.02% No change 400 $60K
Coppell Advisory Solutions LLC 0.01% — 391 $59K
Strengthening Families & Communities, LLC 0.02% New 379 $57K
MCF Advisors LLC 0.00% No change 376 $56K
Valley National Advisers Inc. 0.01% Add +1.9% 376 $56K
Opal Wealth Advisors, LLC 0.02% New 363 $54K
Versant Capital Management, Inc 0.01% Add +5733.3% 350 $52K
FNY Investment Advisers, LLC 0.03% New 340 $50K
Robinswood Financial LLC 0.02% No change 331 $50K
MV Capital Management, Inc. 0.01% Add +1.3% 319 $48K
Trust Co. of Vermont 0.00% No change 315 $47K
Pin Oak Investment Advisors Inc. 0.04% No change 316 $47K
Zions Bancorporation, N.A. 0.00% Reduce -30.2% 310 $46K
Dynamic Wealth Strategies, LLC 0.04% Reduce -11.3% 306 $46K
Tyler-Stone Wealth Management 0.02% No change 300 $45K
Heritage Wealth Advisors 0.00% No change 288 $43K
Avior Wealth Management, LLC 0.00% Reduce -81.4% 283 $42K
Jones Financial Companies LLLP 0.00% Add +173.5% 279 $42K
Raffa Wealth Management, LLC 0.01% No change 274 $41K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.5% 267 $40K
Sunbelt Securities, Inc. 0.00% No change 256 $38K
Accent Capital Management, LLC 0.02% Reduce -30.6% 250 $37K
Valley Wealth Managers, Inc. 0.00% New 250 $37K
Criterion Capital Advisors, LLC 0.02% No change 240 $36K
Godsey & Gibb, Inc. 0.00% New 240 $36K
Fortitude Family Office, LLC 0.02% Add +223.6% 233 $35K
Addison Advisors LLC 0.01% Add +15.0% 230 $34K
Harbor Investment Advisory, LLC 0.00% Reduce -4.6% 229 $34K
Washington Trust Advisors, Inc. 0.00% Reduce -4.7% 221 $33K
Smithfield Trust Co 0.00% Reduce -13.5% 225 $33K
Atticus Wealth Management, LLC 0.01% Add +0.5% 217 $33K
Colonial Trust Co / SC 0.01% No change 214 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 207 $31K
Park Place Capital Corp 0.01% Add +36.7% 205 $31K
Redmont Wealth Advisors LLC 0.05% No change 204 $31K
Archer Investment Corp 0.01% New 198 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 196 $29K
PFG Private Wealth Management, LLC 0.02% No change 191 $29K
Banque Cantonale Vaudoise 0.00% No change 190 $28K
Riverview Trust Co 0.03% No change 181 $27K
Raleigh Capital Management Inc. 0.01% Add +1.1% 177 $27K
AdvisorNet Financial, Inc 0.00% Reduce -3.4% 171 $26K
Sugarloaf Wealth Management, LLC 0.00% No change 164 $25K
Aspect Partners, LLC 0.01% No change 163 $24K
Bell Investment Advisors, Inc 0.00% Add +20.1% 161 $24K
Bfsg, LLC 0.00% No change 150 $22K
Clearstead Advisors, LLC 0.00% Add +396.7% 149 $22K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.3% 146 $22K
Kings Path Partners LLC 0.01% — 142 $21K
Rise Advisors, LLC 0.01% Reduce -2.7% 142 $21K
Armstrong Advisory Group, Inc. 0.00% Add +250.0% 140 $21K
City State Bank 0.01% Reduce -9.3% 136 $20K
Operose Advisors LLC 0.01% No change 130 $19K
Cetera Trust Company, N.A 0.01% No change 123 $18K
RFP Financial Group LLC 0.01% No change 119 $18K
Pinnacle Bancorp, Inc. 0.01% No change 119 $18K
Ashton Thomas Private Wealth, LLC 0.00% New 114 $17K
JFS Wealth Advisors, LLC 0.00% No change 113 $17K
Twin Lakes Capital Management, LLC 0.01% Add +0.9% 113 $17K
Front Row Advisors LLC 0.01% Add +489.5% 112 $17K
American National Bank & Trust 0.00% New 111 $17K
Carolinas Wealth Consulting LLC 0.00% Reduce -9.8% 111 $17K
Ruedi Wealth Management, Inc. 0.01% Add +10.0% 110 $16K
Center for Financial Planning, Inc. 0.00% No change 105 $16K
Solstein Capital, LLC 0.01% No change 102 $15K
GW&K Investment Management, LLC 0.00% Add +13.2% 103 $15K
Quarry LP 0.01% Reduce -62.9% 98 $15K
FinTrust Capital Advisors, LLC 0.00% New 97 $15K
Caitlin John, LLC 0.01% Add +19.8% 97 $15K
WD Rutherford LLC 0.01% No change 95 $14K
Financial Perspectives, Inc 0.01% No change 90 $13K
Private Wealth Management Group, LLC 0.01% No change 81 $12K
TCTC Holdings, LLC 0.00% No change 80 $12K
CNB Bank 0.01% No change 77 $12K
Frazier Financial Advisors, LLC 0.01% Reduce -2.6% 76 $11K
Kathleen S. Wright Associates Inc. 0.01% No change 76 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 75 $11K
Ossiam 0.00% New 73 $11K
Concourse Financial Group Securities, Inc. 0.00% Add +102.9% 71 $11K
Ridgewood Investments LLC 0.01% New 70 $10K
Sandy Spring Bank 0.00% No change 65 $10K
McIlrath & Eck, LLC 0.00% New 63 $9K
Bruce G. Allen Investments, LLC 0.01% Reduce -72.2% 59 $9K
Anchor Investment Management, LLC 0.00% No change 55 $8K
Financial Management Professionals, Inc. 0.00% No change 51 $8K
Valued Wealth Advisors LLC 0.01% Add +35.9% 53 $8K
Abich Financial Wealth Management LLC 0.01% Add +12.8% 53 $8K
West Paces Advisors Inc. 0.00% No change 52 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Westend Capital Management, LLC 0.00% No change 50 $7K
Crewe Advisors LLC 0.00% Reduce -77.7% 48 $7K
Avion Wealth 0.00% Add +34.3% 47 $7K
Abound Wealth Management 0.00% Reduce -14.6% 47 $7K
Beacon Capital Management, LLC 0.00% No change 45 $7K
ClariVest Asset Management LLC 0.00% Reduce -99.8% 43 $6K
SJS Investment Consulting Inc. 0.00% Reduce -11.4% 39 $6K
Castleview Partners, LLC 0.00% Add +37.0% 37 $6K
Northwest Capital Management Inc 0.00% No change 37 $6K
FSC Wealth Advisors, LLC 0.00% New 34 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.4% 30 $4K
DT Investment Partners, LLC 0.00% No change 30 $4K
Delos Wealth Advisors, LLC 0.00% No change 29 $4K
Prestige Wealth Management Group LLC 0.00% No change 28 $4K
Pacific Capital Wealth Advisors, Inc. 0.00% New 28 $4K
Capital Analysts, LLC 0.00% No change 25 $4K
Missouri Trust & Investment Co 0.00% No change 25 $4K
Evermay Wealth Management LLC 0.00% No change 25 $4K
Register Financial Advisors LLC 0.00% No change 24 $4K
Dunhill Financial, LLC 0.00% Add +26.3% 24 $4K
Macroview Investment Management LLC 0.00% No change 23 $3K
Estabrook Capital Management 0.00% No change 23 $3K
Core Alternative Capital 0.00% No change 21 $3K
Fairman Group, LLC 0.00% No change 19 $3K
GPS Wealth Strategies Group, LLC 0.00% Add +5.6% 19 $3K
Bellevue Asset Management, LLC 0.00% No change 18 $3K
New Millennium Group LLC 0.00% New 17 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +21.4% 17 $3K
Larson Financial Group LLC 0.00% Add +1500.0% 16 $2K
Rakuten Securities, Inc. 0.00% Reduce -84.0% 16 $2K
IAG Wealth Partners, LLC 0.00% New 16 $2K
Private Ocean, LLC 0.00% New 16 $2K
Wolff Wiese Magana LLC 0.00% No change 15 $2K
Cassady Schiller Wealth Management, LLC 0.00% No change 15 $2K
Balefire, LLC 0.00% Reduce -28.6% 15 $2K
North Star Investment Management Corp. 0.00% No change 15 $2K
Sachetta, LLC 0.00% Add +50.0% 12 $2K
Cornerstone Planning Group LLC 0.00% Add +33.3% 12 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -8.3% 11 $2K
True Wealth Design, LLC 0.00% Add +11.1% 10 $1K
Glen Eagle Advisors, LLC 0.00% No change 10 $1K
Gradient Investments LLC 0.00% No change 10 $1K
TFC Financial Management, Inc. 0.00% Reduce -10.0% 9 $1K
Ancora Advisors LLC 0.00% No change 9 $1K
Janiczek Wealth Management, LLC 0.00% No change 7 $1K
Global Financial Private Client, LLC 0.00% No change 7 $1K
Nvwm, LLC 0.00% Add +75.0% 7 $1K
Perkins Coie Trust Co 0.00% No change 7 $1K
Transamerica Financial Advisors, LLC 0.00% No change 4 $1K
Asset Dedication, LLC 0.00% No change 4 $600
Redwood Wealth Management Group, LLC 0.00% New 3 $450
WestEnd Advisors, LLC 0.00% No change 2 $300
Strategic Financial Concepts, LLC 0.00% New 38,851 $215
SOA Wealth Advisors, LLC. 0.00% Reduce -50.0% 1 $156
Country Trust Bank 0.00% New 1 $150
AlphaQuest LLC 0.00% Reduce -100.0% 1 $150

"% of holder's portfolio" is LEN's weight in each manager's 13F, not the share of Lennar Corp. Class A the manager owns.