Lennar Corp. Class ALEN

13F holders, Q2 2025 (June 30)
940holders −28
102new positions
129sold out
14famous investors
$110.62avg. 13F price*

At the end of Q2 2025, 940 institutions reported holding Lennar Corp. Class A (LEN) in their 13F filings, down 28 from Q1 2025. 102 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.4B) and State Street Corp. ($1.2B). 14 famous investors held it, including Glenn Greenberg (5.5% of Brave Warrior Advisors's portfolio), Andreas Halvorsen (0.8% of Viking Global Investors's portfolio) and Warren Buffett (0.3% of Berkshire Hathaway'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions102$342.6M
Exits129$409.8M

All 13F filers, Q1 2025 → Q2 2025: 21,789,188 shares bought and 18,765,596 shares sold, net +3,023,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 940 holders

Vanguard Group Inc. 0.05% Add +4.1% 26,919,216 $3.0B
BlackRock, Inc. 0.05% Reduce -1.9% 21,436,596 $2.4B
State Street Corp. 0.04% Add +1.4% 10,840,603 $1.2B
Aristotle Capital Management, LLC 2.06% Reduce -0.8% 9,680,891 $1.1B
Greenhaven Associates Inc. 15.62% Add +0.6% 9,493,585 $1.1B
Eagle Capital Management LLC 3.29% Add +23.8% 9,036,657 $999.5M
Berkshire Hathaway 0.30% Add +265.2% 7,048,993 $779.7M
Manufacturers Life Insurance Company, The 0.66% Reduce -25.4% 6,636,441 $734.1M
Geode Capital Management, LLC 0.05% Add +0.6% 5,992,469 $660.6M
JPMorgan Chase & Co. 0.04% Add +4.2% 5,100,232 $564.1M
FMR LLC 0.03% Add +2.8% 4,715,671 $521.6M
Barrow Hanley Mewhinney & Strauss LLC 1.54% Add +44.6% 4,129,650 $456.8M
Morgan Stanley 0.03% Add +20.1% 3,703,067 $409.6M
Principal Financial Group Inc. 0.20% Add +2.7% 3,364,610 $372.2M
Capital World Investors 0.05% Reduce -26.0% 3,253,543 $359.9M
Norges Bank 0.04% Add +13.9% 3,056,746 $338.1M
ACR Alpine Capital Research, LLC 5.85% Add +10.3% 2,955,813 $326.9M
Bank of America Corp. 0.02% Reduce -11.7% 2,764,751 $305.8M
Dimensional Fund Advisors LP 0.07% Reduce -1.4% 2,745,818 $303.7M
Goldman Sachs Group Inc. 0.05% Add +2.2% 2,599,942 $287.6M
Viking Global Investors 0.81% Add +86.7% 2,523,594 $279.1M
Northern Trust Corp. 0.04% Reduce -3.6% 2,474,137 $273.7M
First Trust Advisors LP 0.21% Add +16.6% 2,347,890 $259.7M
Invesco Ltd. 0.04% Reduce -8.6% 2,254,156 $249.3M
Nordea Investment Management AB 0.22% Reduce -9.1% 2,197,646 $241.8M
Brave Warrior Advisors 5.47% Reduce -1.5% 2,157,127 $238.6M
Smead Capital Management, Inc. 4.65% Reduce -11.8% 2,097,906 $232.0M
Neuberger Berman Group LLC 0.16% Reduce -5.0% 1,831,435 $202.6M
Charles Schwab Investment Management Inc. 0.03% Add +4.5% 1,693,185 $187.3M
Qube Research & Technologies Ltd 0.23% Reduce -0.7% 1,522,710 $168.4M
Arrowstreet Capital, Limited Partnership 0.12% Reduce -38.9% 1,502,385 $166.2M
Eminence Capital, LP 2.39% Reduce -7.2% 1,467,819 $162.4M
Wellington Management Group LLP 0.03% Reduce -16.5% 1,464,469 $162.0M
Legal & General Group Plc 0.04% Reduce -4.5% 1,325,593 $146.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +15.0% 1,314,672 $145.4M
Pacer Advisors, Inc. 0.35% Reduce -21.7% 1,215,364 $134.4M
Bank of New York Mellon Corp 0.03% Reduce -7.6% 1,213,244 $134.2M
Wells Fargo & Company 0.03% Add +6.1% 1,165,480 $128.9M
Squarepoint Ops LLC 0.28% Add +868.2% 1,144,601 $126.6M
UBS Group AG 0.03% Reduce -29.4% 1,104,007 $122.1M
Envestnet Asset Management Inc. 0.03% Add +28.4% 1,077,184 $119.1M
Van Lanschot Kempen Investment Management N.V. 0.86% New 816,579 $90.3M
Jacobs Levy Equity Management, Inc. 0.35% Add +8.0% 795,711 $88.0M
HSBC Holdings PLC 0.06% Reduce -8.1% 794,682 $87.9M
Barclays PLC 0.03% Reduce -1.6% 756,192 $83.6M
BNP Paribas Financial Markets 0.07% Reduce -18.2% 755,760 $83.6M
Royal Bank of Canada 0.02% Reduce -10.0% 710,918 $78.6M
Swiss National Bank 0.05% Add +4.3% 702,872 $77.7M
AQR Capital Management 0.06% Reduce -29.0% 699,605 $77.0M
LSV Asset Management 0.17% Reduce -8.5% 673,386 $74.5M
Sei Investments Co. 0.08% Reduce -3.0% 641,687 $71.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +3.5% 634,920 $70.2M
Nuveen, LLC 0.02% Add +1.5% 608,866 $67.3M
Two Sigma Advisers, LP 0.13% Add +36.8% 589,055 $65.2M
Ameriprise Financial Inc. 0.02% Reduce -15.8% 558,893 $61.8M
Deutsche Bank AG 0.02% Reduce -1.1% 552,484 $61.1M
Amundi 0.02% Reduce -35.6% 516,862 $59.5M
Caisse de depot et placement du Quebec 0.13% Reduce -1.7% 535,739 $59.3M
Renaissance Technologies 0.08% Reduce -45.1% 515,833 $57.1M
Russell Investments Group, Ltd. 0.07% Add +36.6% 511,303 $56.5M
Rhumbline Advisers 0.05% Add +1.3% 497,775 $55.1M
TCW Group Inc. 0.43% Reduce -10.9% 494,197 $54.7M
Citigroup Inc. 0.04% Add +4.1% 465,241 $51.5M
Oppenheimer Asset Management Inc. 0.58% Add +16.8% 454,585 $50.3M
Two Sigma Investments, LP 0.09% Add +260.1% 452,656 $50.1M
River Road Asset Management, LLC 0.63% Add +86.1% 443,477 $49.7M
Basswood Capital Management, L.L.C. 2.47% Add +10.6% 448,984 $49.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +1.4% 439,910 $48.7M
Schonfeld Strategic Advisors LLC 0.37% Add +100.1% 438,281 $48.5M
Voloridge Investment Management, LLC 0.18% Reduce -3.1% 436,918 $48.3M
California Public Employees Retirement System 0.03% Add +5.1% 410,731 $45.4M
Freestone Grove Partners LP 0.34% New 405,139 $44.8M
National Pension Service 0.04% Reduce -4.1% 403,849 $44.7M
California State Teachers Retirement System 0.05% Add +11.0% 398,542 $44.1M
Clearbridge Investments, LLC 0.04% Add +142.5% 388,321 $43.0M
Raymond James Financial Inc. 0.01% Reduce -4.4% 387,690 $42.9M
T. Rowe Price Associates Inc. 0.00% Add +0.2% 360,821 $39.9M
Assetmark, Inc. 0.09% Add +3.6% 346,674 $38.3M
Susquehanna International Group, LLP 0.06% Add +171.4% 343,079 $37.9M
ANTIPODES PARTNERS Ltd 1.17% Reduce -6.6% 340,001 $37.6M
Prana Capital Management, LP 1.34% New 333,791 $36.9M
AustralianSuper Pty Ltd 0.18% No change 322,837 $35.7M
Ceredex Value Advisors LLC 0.73% Reduce -7.5% 307,068 $34.0M
Millennium Management 0.03% Reduce -61.6% 304,100 $33.6M
Berkshire Asset Management LLC 1.52% Reduce -0.3% 303,788 $33.6M
Vest Financial, LLC 0.46% Add +20.7% 294,352 $32.6M
Boston Partners 0.04% Reduce -73.2% 289,337 $32.0M
Alliancebernstein L.P. 0.01% Reduce -3.3% 281,039 $31.1M
Capital Fund Management S.A. 0.33% Add +7.6% 274,101 $30.3M
Pictet Asset Management Holding SA 0.03% Reduce -33.2% 272,545 $30.1M
American Century Companies Inc. 0.02% Add +26.9% 270,822 $30.0M
Salem Investment Counselors Inc. 0.93% Reduce -1.4% 264,540 $29.3M
Victory Capital Management Inc. 0.02% Reduce -78.4% 254,723 $28.2M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -12.5% 252,523 $27.9M
Quantinno Capital Management LP 0.12% Add +5.7% 245,787 $27.2M
Bridgewater Associates 0.11% Add +304.2% 238,744 $26.4M
GMO 0.08% Reduce -21.4% 233,105 $25.8M
Sapient Capital LLC 0.46% Add +114.9% 232,414 $25.7M
State Board of Administration of Florida Retirement System 0.05% Add +1.1% 232,380 $25.7M
Migdal Insurance & Financial Holdings Ltd. 0.30% New 230,000 $25.4M
LPL Financial LLC 0.01% Add +24.6% 227,193 $25.1M
Perpetual Ltd 0.29% Add +72.4% 223,832 $24.8M
Wealth Enhancement Advisory Services, LLC 0.04% Add +6.0% 221,277 $24.4M
Truist Financial Corp. 0.03% Add +135.6% 214,314 $23.7M
New York State Teachers Retirement System 0.05% Reduce -5.4% 211,993 $23.4M
Rafferty Asset Management, LLC 0.08% Add +14.1% 208,916 $23.1M
STRS Ohio 0.09% Reduce -9.4% 207,458 $22.9M
Edgemoor Investment Advisors, Inc. 1.95% Reduce -2.1% 202,603 $22.4M
Jane Street Group, LLC 0.03% Reduce -46.3% 192,317 $21.3M
Cannell & Spears LLC 0.43% Add +0.6% 191,751 $21.2M
Canada Pension Plan Investment Board 0.02% Reduce -18.8% 190,157 $21.0M
Federation des caisses Desjardins du Quebec 0.09% Add +315.3% 182,795 $20.2M
State of Wisconsin Investment Board 0.05% Reduce -33.4% 179,277 $19.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Reduce -1.6% 178,377 $19.7M
Bank of Montreal 0.01% Reduce -7.8% 173,787 $19.2M
Verition Fund Management LLC 0.11% Add +41.4% 171,482 $19.0M
Korea Investment CORP 0.04% Reduce -3.7% 167,902 $18.6M
PNC Financial Services Group, Inc. 0.01% Add +12.1% 166,584 $18.4M
National Bank of Canada 0.02% Reduce -7.9% 162,310 $18.0M
Janney Montgomery Scott LLC 0.05% Add +72.0% 159,619 $17.7M
Natixis Advisors, LLC 0.03% Reduce -2.3% 158,819 $17.6M
Brandywine Global Investment Management, LLC 0.12% Reduce -50.4% 158,264 $17.5M
Aviva PLC 0.04% Add +1656.1% 155,626 $17.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.7% 149,895 $16.6M
Prudential Financial Inc. 0.02% Add +11.9% 147,681 $16.3M
KLP Kapitalforvaltning As 0.07% Reduce -1.3% 140,594 $15.6M
Capitolis Liquid Global Markets LLC 0.11% New 140,300 $15.5M
Pacific Heights Asset Management LLC 0.83% Add +5.3% 140,000 $15.5M
Factory Mutual Insurance Co. 0.17% No change 139,500 $15.4M
Robeco Institutional Asset Management B.V. 0.02% Reduce -20.2% 138,012 $15.3M
New York State Common Retirement Fund 0.02% No change 129,330 $14.3M
Argosy-Lionbridge Management, LLC 9.76% Add +430.9% 127,670 $14.1M
QRG Capital Management, Inc. 0.12% Reduce -27.9% 125,037 $13.8M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.1% 122,643 $13.6M
Oakcliff Capital Partners, LP 6.52% Add +13.5% 118,000 $13.1M
DekaBank Deutsche Girozentrale 0.02% Add +74.0% 116,856 $12.9M
Atria Investments, Inc 0.15% Add +2.9% 115,157 $12.7M
Mackenzie Financial Corp. 0.02% Add +24.1% 113,948 $12.6M
Handelsbanken Fonder AB 0.04% Add +50.0% 110,850 $12.3M
Toronto Dominion Bank 0.03% Add +33.8% 110,530 $12.2M
TD Asset Management Inc 0.01% Reduce -7.5% 109,985 $12.2M
Nomura Asset Management Co. Ltd. 0.03% Add +1.1% 108,877 $12.0M
SG Americas Securities, LLC 0.05% Add +599.0% 107,717 $11.9M
Treasurer of the State of North Carolina 0.04% Add +1.4% 106,677 $11.8M
State of Tennessee, Department of Treasury 0.04% Add +39.1% 104,700 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +26.1% 104,598 $11.6M
Sterling Capital Management LLC 0.16% Add +703.9% 102,805 $11.4M
Asset Management One Co., Ltd. 0.04% Add +0.8% 101,095 $11.2M
Carmel Capital Partners, LLC 3.88% Reduce -6.0% 100,010 $11.1M
NewEdge Wealth, LLC 0.17% New 91,667 $11.0M
Luxor Capital Group, LP 1.44% New 99,000 $11.0M
Danske Bank A/S 0.03% Add +0.7% 98,719 $10.9M
Miller Investment Management, LP 1.14% Reduce -0.9% 98,536 $10.9M
Mariner, LLC 0.02% Add +9.5% 97,867 $10.8M
Horiko Capital Management LLC 2.79% Reduce -2.4% 96,685 $10.7M
Swedbank AB 0.01% Add +2.8% 94,919 $10.5M
Cerity Partners LLC 0.02% Add +6.6% 91,329 $10.1M
Duquesne Family Office 0.25% New 89,900 $9.9M
Allianz Asset Management GmbH 0.01% Add +2.2% 89,420 $9.9M
Ensign Peak Advisors, Inc 0.02% Reduce -1.3% 87,296 $9.7M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -4.1% 86,800 $9.6M
Teacher Retirement System of Texas 0.04% Add +19.2% 86,639 $9.6M
American Assets Investment Management, LLC 0.77% No change 86,370 $9.6M
Resona Asset Management Co.,Ltd. 0.05% Add +7.1% 86,248 $9.5M
Lyell Wealth Management, LP 0.74% Add +1.1% 84,184 $9.3M
State of Michigan Retirement System 0.05% No change 83,215 $9.2M
Marshall Wace, LLP 0.01% Reduce -40.9% 81,509 $9.0M
Stifel Financial Corp. 0.01% Add +5.5% 80,434 $8.9M
Parkwood LLC 0.82% Add +25.3% 80,253 $8.9M
Public Employees Retirement System of Ohio 0.03% Reduce -2.5% 79,629 $8.8M
683 Capital Management, LLC 0.94% Add +125.7% 79,000 $8.7M
Nisa Investment Advisors, LLC 0.04% Reduce -11.8% 77,056 $8.5M
Sophron Capital Management L.P. 2.59% New 76,542 $8.5M
JGP Wealth Management, LLC 1.00% Add +1.7% 74,719 $8.3M
Pinebridge Investments, L.P. 0.06% New 73,664 $8.1M
Wealthfront Advisers LLC 0.02% Add +29.0% 72,323 $8.0M
Achmea Investment Management B.V. 0.10% Reduce -48.4% 70,275 $7.8M
Mercer Global Advisors Inc. 0.02% Reduce -43.9% 68,720 $7.6M
Arizona State Retirement System 0.04% Reduce -1.8% 67,864 $7.5M
Montgomery Investment Management Inc. 2.89% Reduce -1.2% 67,613 $7.5M
M&T Bank Corp 0.03% Reduce -6.6% 66,562 $7.4M
Teachers Retirement System of the State of Kentucky 0.06% Add +15.3% 65,373 $7.2M
Voya Investment Management LLC 0.01% Reduce -5.4% 65,127 $7.2M
Corient Private Wealth LP 0.01% Add +8.8% 64,302 $7.1M
Cambria Investment Management, L.P. 0.48% Reduce -15.0% 64,248 $7.1M
First Washington CORP 2.28% Add +45.6% 64,031 $7.1M
Manning & Napier Advisors LLC 0.08% Add +124.6% 63,473 $7.0M
Aware Super Pty Ltd as trustee of Aware Super 0.10% Reduce -48.8% 63,291 $7.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -15.2% 63,093 $7.0M
Badgley Phelps Wealth Managers, LLC 0.15% Add +6.0% 62,796 $6.9M
Aberdeen Group plc 0.01% Add +8.0% 62,681 $6.9M
Shufro Rose & Co. LLC 0.56% Reduce -2.1% 59,768 $6.9M
Glenmede Investment Management, LP 0.03% — 60,773 $6.7M
Stockman Wealth Management, Inc. 0.91% Add +3.9% 60,512 $6.7M
Empowered Funds, LLC 0.08% Reduce -48.0% 60,262 $6.7M
AMF Tjanstepension AB 0.04% New 60,242 $6.7M
Cetera Investment Advisers 0.01% Add +20.1% 59,497 $6.6M
Tower Bridge Advisors 0.71% Reduce -5.4% 59,202 $6.5M
Balyasny Asset Management L.P. 0.02% Add +101.5% 59,135 $6.5M
MetLife Investment Management, LLC 0.04% Reduce -2.5% 59,095 $6.5M
Illinois Municipal Retirement Fund 0.09% Reduce -28.0% 58,901 $6.5M
Bogart Wealth, LLC 0.28% Add +4.3% 58,698 $6.5M
Graham Capital Management, L.P. 0.20% Add +389.6% 57,939 $6.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +6.6% 56,944 $6.3M
GTS Securities LLC 0.28% Add +881.2% 56,870 $6.3M
Czech National Bank 0.05% Add +5.8% 56,754 $6.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +5.5% 56,463 $6.2M
Cresset Asset Management, LLC 0.03% Add +1126.0% 55,831 $6.2M
Arrow Capital Pty Ltd 2.98% New 36,484 $6.2M
Asset Management Advisors, LLC 4.10% Add +0.2% 55,212 $6.1M
Cibc World Markets Corp. 0.04% Add +5.7% 55,098 $6.1M
Sagefield Capital LP 0.85% New 54,737 $6.1M
Abn Amro Investment Solutions 0.12% Reduce -0.7% 53,764 $5.9M
Citadel Advisors 0.01% Reduce -84.7% 53,141 $5.9M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -13.6% 53,026 $5.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +6.8% 53,001 $5.9M
O'shaughnessy Asset Management, LLC 0.04% Reduce -14.6% 52,023 $5.8M
Legacy Trust 1.40% Reduce -4.8% 51,685 $5.7M
Osaic Holdings, Inc. 0.01% Add +110.6% 49,604 $5.6M
Palmer Knight Co 2.37% New 50,314 $5.6M
Retirement Systems of Alabama 0.02% Reduce -0.7% 49,823 $5.5M
Knights of Columbus Asset Advisors LLC 0.33% Add +1.5% 49,721 $5.5M
State of Alaska, Department of Revenue 0.06% Reduce -2.6% 48,959 $5.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -7.9% 48,163 $5.3M
Storebrand Asset Management As 0.02% Reduce -38.4% 47,779 $5.3M
KBC Group NV 0.01% Reduce -70.4% 47,456 $5.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 47,439 $5.2M
Advisors Capital Management, LLC 0.07% Reduce -1.5% 47,056 $5.2M
Swiss Life Asset Management Ltd 0.03% Add +156.6% 46,452 $5.1M
Turtle Creek Wealth Advisors, LLC 0.60% Add +8.6% 45,668 $5.1M
Comerica Bank 0.02% Reduce -2.1% 45,241 $5.0M
IFM Investors Pty Ltd 0.05% Add +2.2% 45,004 $5.0M
Amalgamated Bank 0.04% Reduce -2.6% 44,724 $4.9M
Stamos Capital Partners, L.P. 0.87% Add +69.9% 43,965 $4.9M
Creative Planning 0.00% Add +50.7% 43,549 $4.8M
Landscape Capital Management, L.L.C. 0.38% Add +9.3% 43,438 $4.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -77.4% 41,409 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +46.7% 42,962 $4.8M
USS Investment Management Ltd 0.03% No change 42,529 $4.7M
DNB Asset Management AS 0.02% Reduce -0.2% 42,227 $4.7M
Janus Henderson Group PLC 0.00% Reduce -25.2% 42,209 $4.7M
Van Eck Associates Corp. 0.01% Reduce -5.4% 42,084 $4.7M
ProShare Advisors LLC 0.01% Add +10.6% 42,079 $4.7M
Kwmg, LLC 0.43% Add +12.2% 41,694 $4.6M
Xponance LLC 0.04% Add +1.6% 41,291 $4.6M
Armistice Capital, LLC 0.17% Add +14.3% 40,021 $4.4M
Schroder Investment Management Group 0.00% Reduce -55.4% 40,014 $4.4M
Campbell Capital Management Inc. 1.72% New 39,985 $4.4M
Forsta Ap-Fonden 0.03% Reduce -3.4% 39,400 $4.4M
Commonwealth Equity Services, LLC 0.01% Reduce -6.8% 39,119 $4.3M
Utah Retirement Systems 0.04% Reduce -0.7% 37,804 $4.2M
Unison Advisors LLC 0.46% Add +0.5% 37,343 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -20.0% 36,536 $4.0M
Centiva Capital, LP 0.27% Reduce -33.9% 36,294 $4.0M
Vanguard Personalized Indexing Management, LLC 0.04% Add +23.9% 35,116 $3.9M
Daiwa Securities Group Inc. 0.01% Add +4.6% 34,958 $3.9M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.5% 34,691 $3.8M
FORA Capital, LLC 0.42% Reduce -24.9% 34,008 $3.8M
Fisher Asset Management 0.00% Reduce -51.5% 33,414 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +3.0% 33,013 $3.7M
Butensky & Cohen Financial Security, Inc. 1.08% Add +7.1% 32,694 $3.6M
Brevan Howard Capital Management LP 0.04% Reduce -50.9% 32,663 $3.6M
CIBC Asset Management Inc 0.01% Reduce -9.7% 32,628 $3.6M
German American Bancorp, Inc. 0.35% Reduce -0.6% 32,596 $3.6M
Pathstone Holdings, LLC 0.01% Reduce -4.0% 32,511 $3.6M
American Trust Investment Advisors, LLC 1.80% Reduce -1.6% 32,304 $3.6M
Howard Capital Management, LLC 0.05% Add +2.6% 31,942 $3.5M
Yousif Capital Management, LLC 0.04% Add +1.0% 31,676 $3.5M
New York Life Investment Management LLC 0.03% Add +1.1% 31,617 $3.5M
Occudo Quantitative Strategies LP 0.39% Add +1.6% 31,608 $3.5M
GAMCO Investors 0.03% Reduce -0.1% 31,602 $3.5M
Sanctuary Advisors, LLC 0.02% Reduce -4.1% 31,558 $3.5M
Atlantic Union Bankshares Corp 0.08% Reduce -1.8% 31,220 $3.5M
Integrated Wealth Concepts LLC 0.03% Add +1.3% 30,743 $3.4M
Ethic Inc. 0.06% Reduce -3.5% 30,327 $3.3M
Freestone Capital Holdings, LLC 0.11% Reduce -7.9% 30,184 $3.3M
Macquarie Group Ltd. 0.00% Reduce -15.4% 29,854 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Reduce -4.6% 29,788 $3.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.7% 29,339 $3.2M
Gilder Gagnon Howe & Co. LLC 0.03% New 29,300 $3.2M
Scotia Capital Inc. 0.02% Add +15.2% 29,271 $3.2M
Two Sigma Securities, LLC 0.40% Add +440.2% 28,956 $3.2M
Abc Arbitrage SA 0.36% Add +270.3% 28,190 $3.1M
Bank of Nova Scotia 0.01% Reduce -87.3% 28,123 $3.1M
CW Advisors, LLC 0.03% Add +64.8% 28,016 $3.1M
Agf Management Ltd. 0.01% New 27,964 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.4% 27,518 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -2.0% 26,624 $2.9M
Kestra Advisory Services, LLC 0.01% Add +10.8% 26,361 $2.9M
Jump Financial, LLC 0.04% Add +15.0% 25,622 $2.8M
Twin Capital Management Inc. 0.30% Add +3.9% 25,261 $2.8M
Cim, LLC 0.38% Add +5.9% 25,185 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.4% 25,177 $2.8M
UniSuper Management Pty Ltd 0.02% Add +3.6% 25,122 $2.8M
Arnhold LLC 0.25% No change 25,113 $2.8M
Prentice Capital Management, LP 4.61% New 25,000 $2.8M
OP Asset Management Ltd 0.04% Reduce -2.0% 24,882 $2.8M
MML Investors Services, LLC 0.01% Add +1.6% 24,870 $2.8M
Public Employees Retirement Association of Colorado 0.01% No change 24,789 $2.7M
HighTower Advisors, LLC 0.00% Reduce -9.8% 24,490 $2.7M
First National Bank of Mount Dora, Trust Investment Services 0.60% Add +0.1% 24,141 $2.7M
Elo Mutual Pension Insurance Co 0.05% Add +14.1% 24,049 $2.7M
DAVENPORT & Co LLC 0.01% Add +862.1% 23,966 $2.7M
Commonwealth Retirement Investments LLC 1.00% Add +204.9% 23,886 $2.6M
Delta Global Management LP 0.18% Add +11.7% 23,769 $2.6M
Thrivent Financial for Lutherans 0.01% Add +94.7% 23,324 $2.6M
Sona Asset Management (us) LLC 0.19% New 23,000 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +6.8% 22,521 $2.5M
Bayesian Capital Management, LP 0.39% Add +175.3% 22,300 $2.5M
West Oak Capital, LLC 1.23% Add +17.9% 22,116 $2.4M
Polymer Capital Management (US) LLC 0.40% Add +353.2% 22,060 $2.4M
&partners 0.02% Add +32.9% 21,966 $2.4M
Capital Investment Advisors, LLC 0.04% Reduce -2.9% 21,529 $2.4M
Blair William & Co. 0.01% Add +1.1% 21,463 $2.4M
Avanza Fonder AB 0.07% Reduce -3.9% 21,201 $2.3M
Capula Management Ltd 0.03% Reduce -16.5% 20,697 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -10.5% 20,507 $2.3M
Oregon Public Employees Retirement Fund 0.04% No change 20,092 $2.2M
Flputnam Investment Management Co. 0.04% Add +1.0% 19,979 $2.2M
Hennion & Walsh Asset Management, Inc. 0.09% Reduce -3.4% 19,964 $2.2M
Franklin Resources Inc. 0.00% Reduce -78.7% 18,823 $2.1M
Vident Advisory, LLC 0.02% Add +48.4% 18,718 $2.1M
Paradigm Asset Management Co. LLC 0.51% Add +42.3% 18,500 $2.0M
Gateway Investment Advisers LLC 0.02% Reduce -52.5% 18,391 $2.0M
Freedom Day Solutions, LLC 0.60% Add +3.1% 18,185 $2.0M
Stance Capital LLC 0.76% New 18,159 $2.0M
Clear Harbor Asset Management, LLC 0.15% Reduce -0.7% 17,696 $2.0M
Bokf, NA 0.03% Reduce -31.9% 17,626 $1.9M
Public Sector Pension Investment Board 0.01% Reduce -43.5% 17,542 $1.9M
Ellsworth Advisors, LLC 0.47% Add +5.4% 17,535 $1.9M
NEOS Investment Management LLC 0.02% Add +26.1% 17,254 $1.9M
Lodestone Wealth Management LLC 0.93% Add +0.3% 17,224 $1.9M
Foster & Motley Inc. 0.11% Reduce -12.3% 17,164 $1.9M
Twin Tree Management, LP 0.05% New 17,154 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Add +140.0% 17,144 $1.9M
Sippican Capital Advisors 1.38% Add +0.0% 17,118 $1.9M
Cim Investment Management Inc. 0.36% Add +99.8% 15,283 $1.9M
Clark Estates Inc. 0.42% No change 17,000 $1.9M
X-Square Capital, LLC 0.68% Add +1.1% 16,991 $1.9M
US Bancorp \de 0.00% Add +6.0% 16,870 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -66.5% 16,629 $1.8M
New Age Alpha Advisors, LLC 0.08% Reduce -28.9% 16,496 $1.8M
Fiduciary Alliance LLC 0.13% Add +26.4% 16,309 $1.8M
Mizuho Securities USA LLC 0.04% — 16,042 $1.8M
Fishman Jay A Ltd. 0.17% No change 16,000 $1.8M
Glenview Trust Co 0.03% Add +1.1% 15,910 $1.8M
1832 Asset Management L.P. 0.00% Reduce -51.2% 15,770 $1.7M
Generali Asset Management SPA SGR 0.04% Add +1.5% 15,259 $1.7M
AXA S.A. 0.00% Add +5.3% 15,129 $1.7M
Tower Research Capital LLC (TRC) 0.04% Add +201.3% 15,079 $1.7M
Canandaigua National Bank & Trust Co. 0.15% Add +177.3% 14,971 $1.7M
Independent Advisor Alliance 0.05% Add +22.6% 14,866 $1.6M
Aster Capital Management (DIFC) Ltd 0.37% New 14,765 $1.6M
Kentucky Retirement Systems 0.05% Reduce -6.2% 14,736 $1.6M
Zurich Insurance Group Ltd 0.01% No change 14,724 $1.6M
Commerce Bank 0.01% Add +1.9% 14,704 $1.6M
Titleist Asset Management, LLC 0.16% Reduce -32.1% 14,639 $1.6M
Natixis 0.01% Add +414.9% 14,355 $1.6M
Tredje AP-fonden 0.01% No change 13,871 $1.5M
Pinnacle Associates Ltd. 0.02% Add +21.5% 13,767 $1.5M
Hartford Investment Management Co. 0.05% Reduce -2.8% 13,716 $1.5M
Deltec Asset Management LLC 0.27% New 13,617 $1.5M
17 Capital Partners, LLC 0.86% Reduce -9.1% 13,434 $1.5M
Abacus Planning Group, Inc. 0.22% Reduce -1.2% 13,148 $1.5M
Cornercap Investment Counsel Inc. 0.75% New 13,050 $1.4M
Point Windward Advisors Inc. 0.66% New 13,043 $1.4M
Ally Financial Inc. 0.16% New 13,000 $1.4M
Pine Valley Investments Ltd Liability Co 0.08% Add +20.0% 12,863 $1.4M
Oak Thistle LLC 0.21% Add +81.7% 12,822 $1.4M
Summit Trail Advisors, LLC 0.02% New 12,708 $1.4M
Sage Investment Counsel LLC 1.62% New 12,670 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -79.6% 12,493 $1.4M
Fulcrum Asset Management LLP 0.39% — 12,462 $1.4M
Mengis Capital Management, Inc. 0.29% Reduce -3.0% 12,422 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -2.4% 12,300 $1.4M
Norinchukin Bank, The 0.02% Add +0.4% 12,299 $1.4M
Synovus Financial Corp. 0.02% Reduce -14.6% 12,271 $1.4M
Holderness Investments Co. 0.29% No change 12,154 $1.3M
New England Research & Management, Inc. 0.63% Reduce -2.7% 12,045 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -2.7% 12,021 $1.3M
Gulf International Bank (UK) Ltd 0.05% Reduce -13.7% 11,883 $1.3M
Cibc World Market Inc. 0.00% Add +20.4% 11,847 $1.3M
Concentric Capital Strategies, LP 0.07% New 11,607 $1.3M
Advisory Services Network, LLC 0.02% New 11,430 $1.3M
Vise Technologies, Inc. 0.05% — 11,576 $1.3M
Credit Industriel Et Commercial 0.27% No change 11,477 $1.3M
Wolverine Trading, LLC 0.03% Add +1.0% 11,229 $1.2M
New Mexico Educational Retirement Board 0.04% No change 11,160 $1.2M
Plato Investment Management Ltd 0.09% Add +150.7% 11,164 $1.2M
TD Waterhouse Canada Inc. 0.01% Reduce -36.4% 10,723 $1.2M
Sierra Summit Advisors LLC 0.22% New 11,060 $1.2M
EP Wealth Advisors, LLC 0.01% Add +130.9% 11,043 $1.2M
Maryland State Retirement & Pension System 0.03% No change 10,994 $1.2M
Hudson Bay Capital Management LP 0.01% Reduce -69.6% 10,889 $1.2M
Fifth Third Bancorp 0.00% Add +6.1% 10,887 $1.2M
Permanens Capital L.P. 0.16% Add +56.0% 10,862 $1.2M
Lakewood Asset Management LLC 0.80% Reduce -5.5% 10,826 $1.2M
Bessemer Group Inc. 0.00% Reduce -28.7% 10,783 $1.2M
Confluence Wealth Services, Inc. 0.06% Add +3.7% 10,748 $1.2M
Systematic Alpha Investments, LLC 0.04% No change 10,729 $1.2M
KCM Investment Advisors LLC 0.04% Add +0.2% 10,679 $1.2M
NorthCoast Asset Management LLC 0.01% Reduce -7.0% 10,665 $1.2M
Delphi Management Inc. 1.14% Add +13.6% 10,662 $1.2M
Tudor Investment Corporation 0.01% Reduce -97.1% 10,641 $1.2M
Cypress Capital, LLC 0.34% Reduce -0.4% 10,575 $1.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.0% 10,506 $1.2M
Dark Forest Capital Management LP 0.05% New 10,478 $1.2M
Sendero Wealth Management, LLC 0.14% Add +20.0% 10,369 $1.1M
Secured Retirement Advisors, LLC 0.68% Add +27.9% 10,315 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -18.9% 10,290 $1.1M
Royal London Asset Management Ltd. 0.00% No change 10,223 $1.1M
Capstone Investment Advisors, LLC 0.01% Reduce -94.7% 10,107 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +1.7% 10,093 $1.1M
Stiles Financial Services Inc 0.38% Add +7.0% 10,057 $1.1M
Lido Advisors, LLC 0.01% Reduce -7.2% 10,029 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +85.1% 9,895 $1.1M
AIA Group Ltd 0.02% Reduce -24.9% 9,860 $1.1M
Community Bank, N.A. 0.14% Add +35.1% 9,769 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -68.8% 9,717 $1.1M
Heritage Trust Co 0.12% Reduce -0.5% 9,670 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +9.3% 9,668 $1.1M
Captrust Financial Advisors 0.00% Add +19.6% 9,613 $1.1M
Savant Capital, LLC 0.01% Reduce -0.2% 9,514 $1.1M
W1M Investment Management Ltd 0.01% New 9,500 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +39.6% 9,493 $1.1M
AG2R La Mondiale Gestion D'actifs 0.05% Add +4.0% 9,444 $1.0M
Great Lakes Advisors, LLC 0.01% Reduce -42.3% 9,444 $1.0M
Institute for Wealth Management, LLC. 0.12% Reduce -2.1% 9,436 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Add +10.7% 9,365 $1.0M
Whalen Wealth Management Inc. 0.65% New 9,338 $1.0M
Freedom Investment Management, Inc. 0.08% Add +2.0% 9,332 $1.0M
OMERS ADMINISTRATION Corp 0.01% No change 9,276 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +232.7% 9,262 $1.0M
Horizon Investments, LLC 0.02% Add +86.2% 9,116 $1.0M
AE Wealth Management LLC 0.01% New 9,060 $1.0M
Empirical Finance, LLC 0.05% Add +0.6% 8,961 $991K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -66.3% 8,882 $982K
Syon Capital LLC 0.07% Add +57.1% 8,876 $982K
Allworth Financial LP 0.00% Add +179.5% 8,853 $979K
Jefferies Financial Group Inc. 0.02% Reduce -76.5% 8,851 $979K
Jupiter Wealth Management LLC 0.49% New 7,400 $969K
Tevis Investment Management 0.61% Add +76.6% 8,677 $960K
Callan Family Office, LLC 0.03% New 8,644 $956K
Envestnet Portfolio Solutions, Inc. 0.00% Add +49.0% 8,498 $940K
Metis Global Partners, LLC 0.02% Reduce -24.9% 8,417 $931K
Hilltop Partners LLC 0.28% Add +12.3% 8,417 $931K
MAI Capital Management 0.01% Add +86.0% 8,377 $927K
Intech Investment Management LLC 0.01% Reduce -39.6% 8,355 $924K
First Manhattan Co. Llc. 0.00% Add +27.0% 8,339 $922K
Sequoia Financial Advisors, LLC 0.01% Add +12.3% 8,267 $914K
Choreo, LLC 0.01% Add +2.1% 8,203 $907K
Waterloo Capital, L.P. 0.07% Add +9.3% 8,063 $892K
Tidal Investments LLC 0.01% Add +28.1% 8,026 $888K
Boothbay Fund Management, LLC 0.03% Add +292.9% 7,973 $882K
AlphaStar Capital Management, LLC 0.06% New 7,955 $880K
Apollon Wealth Management, LLC 0.02% Reduce -7.3% 7,761 $858K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,719 $854K
Cwm, LLC 0.00% Add +72.4% 7,711 $853K
OneDigital Investment Advisors LLC 0.01% Reduce -11.7% 7,697 $851K
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -70.8% 7,539 $834K
Strategic Investment Advisors / MI 0.08% Reduce -4.1% 7,531 $830K
Wbi Investments, LLC 0.21% New 7,484 $828K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.2% 7,449 $824K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 7,406 $819K
Quadrant Capital Group LLC 0.03% Reduce -1.3% 7,405 $819K
Fullcircle Wealth LLC 0.30% Add +2.4% 6,758 $803K
AlphaQuest LLC 0.08% Add +168.6% 7,210 $797K
Dorsey & Whitney Trust CO LLC 0.04% Add +39.7% 7,166 $793K
Personal Cfo Solutions, LLC 0.15% Reduce -3.5% 7,098 $785K
Whittier Trust Co. 0.01% Add +0.9% 7,089 $784K
Sowell Financial Services LLC 0.03% New 7,039 $779K
Capital Insight Partners, LLC 0.14% Reduce -0.9% 7,030 $778K
Generali Investments CEE, investicni spolecnost, a.s. 0.06% Add +27.3% 7,000 $774K
Entropy Technologies, LP 0.06% New 7,000 $774K
YHB Investment Advisors, Inc. 0.06% Add +20.1% 7,000 $774K
Accurate Wealth Management, LLC 0.12% Add +2.8% 6,609 $770K
HB Wealth Management, LLC 0.01% Add +24.1% 6,898 $763K
Hurley Capital, LLC 0.53% New 6,855 $758K
Investment House LLC 0.04% Reduce -2.6% 6,829 $755K
Applied Finance Capital Management, LLC 0.05% No change 6,761 $748K
Brown Advisory Inc. 0.00% Reduce -4.0% 6,683 $739K
Allen Investment Management, LLC 0.01% No change 6,666 $737K
HighPoint Advisor Group LLC 0.04% Reduce -1.1% 6,651 $736K
Warther Private Wealth, LLC 0.19% Reduce -94.3% 6,605 $731K
Dynasty Wealth Management, LLC 0.01% Add +3.3% 6,595 $730K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -67.5% 6,581 $728K
Avalon Trust Co 0.05% Reduce -18.8% 6,500 $719K
Procyon Advisors, LLC 0.07% Reduce -73.3% 6,479 $717K
Walleye Capital LLC 0.01% Reduce -95.2% 6,465 $715K
Atlas Capital Advisors Inc. 0.09% Reduce -9.8% 6,442 $713K
Coldstream Capital Management Inc. 0.01% Add +14.6% 6,430 $711K
Edge Wealth Management LLC 0.14% No change 6,400 $709K
Sava Infond d.o.o. 0.11% Add +46.0% 6,350 $702K
Signaturefd, LLC 0.01% Add +3.5% 6,347 $702K
Omnia Family Wealth, LLC 0.25% Reduce -1.7% 6,310 $698K
CIBC Private Wealth Group LLC 0.00% Reduce -5.8% 6,285 $695K
Coastline Trust Co 0.08% Reduce -39.8% 6,257 $692K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 6,254 $692K
Canandaigua National Trust Co of Florida 0.49% New 6,242 $690K
Merit Financial Group, LLC 0.01% Add +37.6% 6,236 $690K
Wahed Invest LLC 0.10% Add +4.1% 6,208 $687K
Concurrent Investment Advisors, LLC 0.01% Add +15.4% 6,154 $681K
WINTON GROUP Ltd 0.03% New 6,072 $672K
Massar Capital Management, LP 0.50% No change 6,000 $664K
Marathon Trading Investment Management LLC 0.40% Reduce -3.7% 5,968 $660K
NorthRock Partners, LLC 0.02% Reduce -8.6% 5,947 $658K
IHT Wealth Management, LLC 0.02% New 5,943 $657K
Private Advisor Group, LLC 0.00% Reduce -9.0% 5,943 $657K
Curi Capital, LLC 0.01% New 5,897 $652K
Penserra Capital Management LLC 0.01% Add +24.6% 5,837 $645K
Investment Management Corp of Ontario 0.01% Reduce -16.3% 5,653 $625K
Gotham Asset Management 0.00% Reduce -1.0% 5,446 $602K
Focus Partners Wealth 0.00% Add +49.6% 5,425 $600K
Powell Investment Advisors, LLC 0.22% No change 5,392 $596K
Horizon Kinetics Asset Management LLC 0.01% Add +0.0% 5,308 $587K
Meeder Advisory Services, Inc. 0.03% Add +24.3% 5,295 $586K
Principal Securities, Inc. 0.01% Reduce -10.0% 5,238 $579K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 5,214 $577K
GAMMA Investing LLC 0.04% Add +60.2% 5,198 $575K
Quadcap Wealth Management, LLC 0.07% New 5,163 $571K
Nan Shan Life Insurance Co., Ltd. 0.01% Reduce -0.6% 5,162 $571K
Mufg Securities Americas Inc. 0.05% Add +24.5% 5,146 $569K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +38.6% 5,140 $569K
Eisler Capital Management Ltd. 0.02% Add +6.6% 5,118 $566K
NewEdge Advisors, LLC 0.00% Add +5.3% 5,061 $560K
DoubleLine ETF Adviser LP 0.18% Reduce -12.2% 4,988 $552K
Vestcor Inc 0.02% Reduce -0.6% 4,963 $549K
Fiduciary Trust Co 0.01% Add +7.9% 4,936 $546K
NorthCrest Asset Manangement, LLC 0.01% Add +0.3% 4,904 $540K
Integrated Advisors Network LLC 0.02% New 4,858 $537K
Brooklyn Investment Group 0.07% Add +78.6% 4,810 $532K
Circle Wealth Management, LLC 0.01% Add +19.4% 4,805 $531K
Citizens Financial Group Inc. 0.01% Add +65.4% 4,805 $531K
Gryphon Financial Partners LLC 0.07% Add +25.6% 4,792 $530K
Fifth Third Wealth Advisors LLC 0.02% Reduce -59.1% 4,772 $528K
Mint Tower Capital Management B.V. 0.15% New 4,748 $525K
Baker Avenue Asset Management, LP 0.01% Reduce -7.6% 4,678 $517K
CreativeOne Wealth, LLC 0.01% Add +1.1% 4,659 $515K
Greenleaf Trust 0.00% Reduce -14.7% 4,627 $512K
Ridgewood Investments LLC 0.22% Add +6497.1% 4,618 $511K
Jones Financial Companies LLLP 0.00% Add +59.1% 4,632 $511K
Wilmington Savings Fund Society, FSB 0.01% Add +25.3% 4,593 $508K
Ascentis Independent Advisors 0.09% Reduce -12.1% 4,584 $507K
Wedmont Private Capital 0.02% Reduce -2.3% 4,395 $507K
Centaurus Financial, Inc. 0.03% Add +27.2% 4,534 $502K
KDT Advisors, LLC 0.81% No change 4,531 $501K
Wisconsin Wealth Advisors, LLC 0.57% Add +44.1% 4,524 $500K
RBF Capital, LLC 0.02% No change 4,509 $499K
SCS Capital Management LLC 0.01% Add +22.6% 4,486 $496K
Argyle Capital Partners, LLC 0.41% No change 4,482 $496K
Quarry LP 0.12% Add +529.7% 4,477 $495K
Moran Wealth Management, LLC 0.02% Reduce -15.1% 4,450 $492K
Intelligence Driven Advisers, LLC 0.07% Reduce -0.2% 4,438 $491K
Ballentine Partners, LLC 0.01% Add +51.0% 4,420 $489K
Perigon Wealth Management, LLC 0.01% Add +3.8% 4,364 $483K
Moors & Cabot, Inc. 0.02% Reduce -0.9% 4,357 $482K
Everhart Financial Group, Inc. 0.06% Reduce -14.2% 4,347 $481K
Arrow Financial Corp 0.05% Reduce -46.6% 4,331 $479K
Grove Bank & Trust 0.06% Reduce -1.4% 4,300 $476K
Aaron Wealth Advisors LLC 0.05% Reduce -10.8% 4,225 $467K
Forum Financial Management, LP 0.01% Add +0.1% 4,221 $467K
Keybank National Association 0.00% Reduce -13.0% 4,216 $466K
MRWM Advisors, LLC 0.29% Add +6.4% 4,203 $465K
Arkadios Wealth Advisors 0.01% Reduce -3.9% 4,170 $461K
RFG Advisory, LLC 0.01% Reduce -5.7% 4,168 $461K
Gilbert & Cook, Inc. 0.06% Add +0.1% 4,168 $461K
PAX Financial Group, LLC 0.09% Reduce -30.4% 4,166 $461K
GeoWealth Management, LLC 0.02% Add +437.6% 4,166 $461K
Snowden Capital Advisors LLC 0.01% Reduce -25.2% 4,138 $458K
Chemistry Wealth Management LLC 0.10% Add +48.9% 4,134 $457K
Vontobel Holding Ltd. 0.00% Reduce -59.5% 4,129 $457K
V-Square Quantitative Management LLC 0.06% Add +8.4% 4,098 $453K
Ieq Capital, LLC 0.00% New 4,067 $450K
Norden Group LLC 0.05% Reduce -4.3% 4,057 $449K
Center For Asset Management LLC 0.28% Reduce -3.9% 3,289 $448K
Prudential PLC 0.00% No change 4,044 $447K
GC Wealth Management RIA, LLC 0.04% New 4,042 $447K
Everpar Advisors LLC 0.20% Reduce -1.6% 4,025 $445K
Longfellow Investment Management Co. LLC 0.11% New 3,985 $441K
Canada Post Corp Registered Pension Plan 0.03% New 3,984 $441K
Guggenheim Capital LLC 0.00% Reduce -12.6% 3,982 $440K
Argent Trust Co 0.02% Reduce -7.7% 3,960 $438K
Farringdon Capital, Ltd. 0.15% New 3,911 $433K
Boston Family Office LLC 0.03% No change 3,841 $425K
Belpointe Asset Management LLC 0.02% Add +8.3% 3,821 $423K
Van Hulzen Asset Management, LLC 0.04% Add +26.3% 3,819 $422K
Nomura Holdings Inc. 0.00% Reduce -48.6% 3,793 $420K
Wesbanco Bank Inc. 0.01% No change 3,751 $415K
Panagora Asset Management Inc. 0.00% Reduce -0.3% 3,732 $413K
Lombard Odier Asset Management (USA) Corp 0.13% Reduce -22.5% 3,729 $412K
Oddo BHF Asset Management Sas 0.02% Reduce -2.4% 3,704 $410K
Profund Advisors LLC 0.01% Reduce -13.3% 3,694 $409K
denkapparat Operations GmbH 0.33% New 3,692 $408K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -0.2% 3,642 $403K
Premier Path Wealth Partners, LLC 0.06% Reduce -3.1% 3,632 $402K
Transcend Capital Advisors, LLC 0.03% Add +55.6% 3,617 $400K
Norman Fields, Gottscho Capital Management, LLC 0.13% No change 3,607 $399K
Diker Management LLC 0.36% No change 3,502 $387K
Argonautica Private Wealth Management, Inc. 0.12% Reduce -12.6% 3,404 $377K
Seed Wealth Management, Inc. 0.28% Reduce -13.4% 3,360 $372K
CX Institutional 0.01% Reduce -74.1% 3,346 $370K
Siemens Fonds Invest GmbH 0.02% Add +19.7% 3,342 $370K
Quantbot Technologies LP 0.01% Reduce -85.0% 3,317 $367K
Resonant Capital Advisors, LLC 0.02% Add +39.0% 3,292 $364K
Cornerstone Wealth Group, LLC 0.03% Add +24.1% 3,275 $362K
Keel Point, LLC 0.02% Add +63.2% 3,265 $361K
Kaizen Financial Strategies 0.18% Add +7.7% 3,264 $361K
Waverly Advisors, LLC 0.00% Add +10.1% 3,244 $359K
Smartleaf Asset Management LLC 0.03% Reduce -17.8% 3,227 $356K
Fca Corp. 0.11% No change 3,200 $354K
Inscription Capital, LLC 0.05% New 3,192 $353K
Beacon Investment Advisors LLC 0.15% Add +0.2% 3,152 $347K
Evergreen Capital Management LLC 0.01% Reduce -22.3% 3,134 $347K
Clearview Wealth Advisors LLC 0.24% New 3,127 $346K
Banco Santander, S.A. 0.00% No change 3,112 $344K
Mission Wealth Management, LP 0.01% New 3,073 $340K
Lighthouse Investment Partners, LLC 0.01% New 3,030 $335K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 3,003 $332K
Diversified Trust Co. 0.01% Reduce -2.0% 2,978 $329K
Womack Financial LLC 0.27% No change 2,900 $321K
Portside Wealth Group, LLC 0.05% Add +2.9% 2,845 $315K
Sage Mountain Advisors LLC 0.02% Add +39.8% 2,840 $314K
Pointe Capital Management LLC 0.16% No change 2,838 $314K
Summit Financial, LLC 0.01% Reduce -0.6% 2,818 $312K
Oxford Financial Group, LTD. LLC 0.02% New 2,811 $311K
Exchange Traded Concepts, LLC 0.00% Add +4.1% 2,805 $310K
Perennial Investment Advisors, LLC 0.03% Reduce -5.2% 2,804 $310K
Pallas Capital Advisors LLC 0.01% New 2,782 $308K
Trust Asset Management LLC 0.02% No change 2,767 $306K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.4% 2,743 $303K
Pitcairn Co. 0.02% Reduce -10.1% 2,741 $303K
Balentine LLC 0.01% Add +16.1% 2,713 $300K
Parallel Advisors, LLC 0.01% Add +13.6% 2,712 $300K
Denali Advisors LLC 0.03% New 2,711 $300K
Cidel Asset Management Inc. 0.02% Add +15.9% 2,707 $299K
Huntington National Bank 0.00% Reduce -9.3% 2,701 $299K
Burney Co./ 0.01% Reduce -57.3% 2,697 $298K
Manchester Capital Management LLC 0.04% Add +0.0% 2,673 $296K
Legacy Capital Wealth Partners, LLC 0.07% Add +7.5% 2,663 $295K
Level Four Advisory Services, LLC 0.01% Reduce -13.5% 2,643 $292K
Kera Capital Partners, Inc. 0.06% New 2,643 $292K
Fidelis Capital Partners, LLC 0.03% Reduce -8.4% 2,448 $292K
Numerai GP LLC 0.04% Reduce -76.9% 2,633 $291K
EverSource Wealth Advisors, LLC 0.01% Add +14.4% 2,627 $291K
Los Angeles Capital Management LLC 0.00% No change 2,588 $286K
Inspire Investing, LLC 0.03% Reduce -6.2% 2,562 $283K
Chicago Partners Investment Group LLC 0.01% New 2,414 $283K
Aptus Capital Advisors, LLC 0.00% Add +3.4% 2,553 $282K
Successful Portfolios LLC 0.17% Reduce -0.9% 2,500 $277K
Heartland Bank & Trust Co 0.13% Reduce -5.5% 2,498 $276K
Trust Co. of Oklahoma 0.09% Reduce -1.7% 2,491 $276K
Insigneo Advisory Services, LLC 0.02% Add +18.5% 2,483 $275K
Praxis Investment Management Inc. 0.02% New 2,480 $274K
Limestone Investment Advisors LP 0.12% — 2,475 $274K
Leonteq Securities AG 0.02% Add +82.2% 2,463 $272K
Ostrum Asset Management 0.01% Reduce -2.8% 2,437 $270K
Partners Capital Investment Group, LLP 0.01% Add +0.5% 2,435 $269K
Magnus Financial Group LLC 0.02% Reduce -7.4% 2,423 $268K
Summit Securities Group LLC 0.10% New 2,422 $268K
Mutual Advisors, LLC 0.01% New 2,311 $267K
Mgo One Seven LLC 0.01% Add +13.9% 2,364 $262K
Hancock Whitney Corp. 0.01% Reduce -94.4% 2,355 $260K
Cullen/Frost Bankers, Inc. 0.00% Reduce -34.7% 2,347 $260K
Beaumont Financial Advisors, LLC 0.02% Add +1.9% 2,313 $256K
Telos Capital Management, Inc. 0.03% No change 2,310 $255K
Beacon Pointe Advisors, LLC 0.00% Reduce -21.0% 2,304 $255K
Kestra Private Wealth Services, LLC 0.00% Reduce -22.0% 2,286 $253K
Ramirez Asset Management, Inc. 0.04% No change 2,247 $249K
Ameritas Investment Partners, Inc. 0.01% No change 2,225 $246K
First Financial Corp. 0.11% No change 2,218 $245K
CENTRAL TRUST Co 0.01% Add +1.2% 2,210 $244K
Glassy Mountain Advisors, Inc. 0.08% Reduce -0.7% 2,205 $244K
Hyperion Capital Advisors LP 0.15% No change 2,203 $244K
MIdWestOne Financial Group, Inc. 0.03% No change 2,200 $243K
William B. Walkup & Associates, Inc. 0.14% Add +0.5% 2,198 $243K
Ossiam 0.00% Add +26.4% 2,192 $242K
Evoke Wealth, LLC 0.01% Add +11.7% 2,180 $241K
Marks Group Wealth Management, Inc 0.02% Reduce -0.9% 2,163 $239K
Cigna Investments Inc. 0.04% Reduce -7.4% 2,161 $239K
BlueStem Wealth Partners, LLC 0.03% Reduce -29.8% 2,138 $236K
Proficio Capital Partners LLC 0.01% New 2,113 $234K
Sig Brokerage, LP 0.06% Reduce -26.9% 2,107 $233K
Clarius Group, LLC 0.01% Reduce -5.2% 2,105 $233K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -68.2% 2,100 $232K
MBB Public Markets I LLC 0.03% Reduce -19.1% 2,099 $232K
Rwa Wealth Partners, LLC 0.00% No change 2,097 $232K
Cary Street Partners Investment Advisory LLC 0.11% New 2,088 $231K
Belvedere Trading LLC 0.02% Reduce -81.3% 2,082 $230K
Compound Planning, Inc. 0.01% Reduce -35.5% 2,079 $230K
Daymark Wealth Partners, LLC 0.01% New 2,079 $230K
Private Advisory Group LLC 0.02% Reduce -97.3% 2,071 $229K
Ascentis Wealth Management, LLC 0.06% Add +1297.2% 1,970 $228K
LRI Investments, LLC 0.02% Reduce -2.9% 2,050 $227K
Brighton Jones LLC 0.01% Add +6.1% 2,049 $227K
Ritholtz Wealth Management 0.01% Reduce -43.8% 2,049 $227K
Patton Fund Management, Inc. 0.05% New 2,046 $226K
Mindset Wealth Management, LLC 0.07% No change 2,042 $226K
CSS LLC 0.04% Reduce -61.4% 2,040 $226K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 2,036 $225K
Peapack Gladstone Financial Corp. 0.00% Add +0.8% 2,030 $225K
Versant Capital Management, Inc 0.03% Reduce -54.0% 2,022 $224K
TD Private Client Wealth LLC 0.01% Reduce -27.8% 2,017 $223K
Bank Hapoalim BM 0.03% Add +8.0% 2,020 $223K
Measured Wealth Private Client Group, LLC 0.07% Reduce -55.4% 2,000 $221K
Townsquare Capital LLC 0.02% Reduce -89.0% 1,993 $220K
Caldwell Trust Co 0.02% Reduce -6.4% 1,969 $218K
Employees Retirement System of Texas 0.00% New 1,942 $215K
Quent Capital, LLC 0.02% Add +1.2% 1,929 $213K
Spahn Wealth & Retirement LLC 0.14% No change 1,915 $212K
Ausdal Financial Partners, Inc. 0.01% Reduce -4.2% 1,909 $211K
Cornerstone Wealth Management, LLC 0.01% No change 1,890 $209K
Catalyst Financial Partners LLC 0.02% New 1,887 $209K
Farther Finance Advisors, LLC 0.00% Add +26.0% 1,873 $207K
Equitable Trust Co. 0.01% No change 1,864 $206K
1834 Investment Advisors Co. 0.03% Reduce -5.8% 1,860 $206K
Dearborn Partners LLC 0.01% Add +0.3% 1,860 $206K
Commerzbank Aktiengesellschaft 0.00% No change 1,852 $205K
One Wealth Capital Management, LLC 0.10% Reduce -4.6% 1,853 $205K
Tiemann Investment Advisors, LLC 0.08% Reduce -8.2% 1,850 $205K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.10% No change 1,800 $199K
Blue Trust, Inc. 0.00% Add +4.7% 1,792 $198K
CI Investments Inc. 0.00% Add +10.9% 1,585 $175K
UMB Bank, n.a. 0.00% Add +77.1% 1,502 $166K
Global Retirement Partners, LLC 0.00% — 1,439 $159K
Westpac Banking Corp. 0.01% No change 1,397 $155K
Rosenberg Matthew Hamilton 0.04% Reduce -2.2% 1,381 $153K
Lazard Asset Management LLC 0.00% Add +7.1% 1,278 $141K
Brown Brothers Harriman & Co. 0.00% Add +14.3% 1,268 $140K
CVA Family Office, LLC 0.02% Reduce -2.9% 1,255 $139K
1620 Investment Advisors, Inc. 0.10% Reduce -0.4% 1,244 $138K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.8% 1,227 $136K
Peterson Wealth Services 0.04% Reduce -10.4% 1,165 $129K
Covestor Ltd 0.07% Add +171.3% 1,104 $122K
Advisors Asset Management, Inc. 0.00% Reduce -67.9% 1,095 $121K
Nemes Rush Group LLC 0.01% Reduce -1.0% 1,077 $119K
Zions Bancorporation, National Association 0.01% Add +81.0% 1,041 $115K
Byrne Asset Management LLC 0.09% No change 1,036 $115K
Maseco LLP 0.00% — 1,022 $113K
Y.D. More Investments Ltd 0.01% No change 1,000 $111K
Geneos Wealth Management Inc. 0.00% Reduce -1.5% 997 $110K
SouthState Bank Corp 0.00% Reduce -6.5% 985 $109K
IFP Advisors, Inc 0.00% Reduce -21.8% 977 $108K
Rossby Financial, LCC 0.04% Add +5.9% 956 $106K
Hantz Financial Services, Inc. 0.00% Add +5161.1% 947 $105K
Spirit of America Management Corp. 0.02% No change 925 $102K
TCTC Holdings, LLC 0.00% No change 910 $101K
First PREMIER Bank 0.02% No change 864 $96K
MCF Advisors LLC 0.01% Add +138.6% 866 $96K
Parkside Financial Bank & Trust 0.01% Add +5.6% 848 $94K
Tortoise Investment Management, LLC 0.01% Add +1.8% 835 $92K
Kimelman & Baird, LLC 0.01% No change 825 $91K
Westside Investment Management, Inc. 0.02% No change 800 $88K
Transamerica Financial Advisors, LLC 0.01% Add +28.4% 787 $87K
Harbour Investments, Inc. 0.00% Reduce -9.0% 761 $84K
Medallion Wealth Advisors, LLC 0.03% Reduce -3.5% 723 $83K
Sentry Investment Management LLC 0.05% No change 747 $82K
First Horizon Advisors, Inc. 0.00% Reduce -13.7% 732 $81K
Cromwell Holdings LLC 0.05% No change 704 $78K
MUFG Securities EMEA plc 0.00% New 688 $76K
Key Financial Inc 0.01% No change 654 $72K
CYBER HORNET ETFs LLC 0.05% New 648 $72K
Hemington Wealth Management 0.01% Reduce -1.9% 607 $67K
Independence Bank of Kentucky 0.01% Reduce -4.1% 584 $65K
SBI Securities Co., Ltd. 0.00% Add +190.9% 573 $63K
Golden State Wealth Management, LLC 0.01% Reduce -54.9% 535 $59K
Montag A & Associates Inc. 0.00% No change 503 $56K
Provenance Wealth Advisors, LLC 0.01% No change 500 $55K
Deseret Mutual Benefit Administrators 0.03% No change 490 $54K
Private Wealth Asset Management, LLC 0.01% No change 486 $54K
Elevation Point Wealth Partners, LLC 0.00% New 477 $53K
Millstone Evans Group, LLC 0.03% Add +13.8% 444 $49K
Cary Street Partners Financial LLC 0.00% New 425 $47K
Stuart Chaussee & Associates, Inc. 0.01% No change 400 $44K
Mid-American Wealth Advisory Group, Inc. 0.02% New 388 $43K
Sunbelt Securities, Inc. 0.00% Add +581.8% 300 $41K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +96.3% 369 $41K
Trust Co. of Vermont 0.00% Add +1.4% 359 $40K
Valley National Advisers Inc. 0.01% Reduce -25.8% 346 $38K
Oakworth Capital, Inc. 0.00% No change 343 $38K
Heritage Wealth Advisors 0.00% No change 342 $38K
Robinswood Financial LLC 0.01% No change 331 $37K
Rexford Capital Inc. 0.03% — 329 $36K
Franchise Capital Ltd 0.02% No change 327 $36K
Pin Oak Investment Advisors Inc. 0.03% No change 316 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 310 $34K
Arax Advisory Partners 0.00% Reduce -48.8% 300 $34K
LFA - Lugano Financial Advisors SA 0.02% No change 309 $34K
FNY Investment Advisers, LLC 0.01% New 300 $33K
Disciplina Capital Management LLC 0.00% Reduce -11.7% 294 $33K
MV Capital Management, Inc. 0.00% Reduce -2.7% 290 $32K
Harbor Investment Advisory, LLC 0.00% Add +27.2% 290 $32K
Clearstead Advisors, LLC 0.00% Add +139.2% 287 $32K
Spire Wealth Management 0.00% Reduce -81.5% 284 $31K
Opal Wealth Advisors, LLC 0.01% Add +6.8% 281 $31K
Fairscale Capital, LLC 0.02% New 269 $30K
Lanark Financial, Inc. 0.00% Reduce -7.9% 267 $29K
Farmers & Merchants Investments Inc. 0.00% Reduce -6.0% 251 $28K
Itau Unibanco Holding S.A. 0.00% Reduce -13.1% 245 $27K
NewSquare Capital LLC 0.00% Add +2.6% 232 $26K
Fortitude Family Office, LLC 0.01% Add +8.5% 229 $25K
Gitterman Wealth Management, LLC 0.01% New 222 $25K
Atticus Wealth Management, LLC 0.01% Add +0.5% 220 $24K
Graney & King, LLC 0.02% No change 220 $24K
Capital Advisors, Ltd. LLC 0.00% Add +980.0% 216 $24K
Smithfield Trust Co 0.00% No change 225 $24K
Aventura Private Wealth, LLC 0.01% Reduce -48.5% 209 $23K
Rothschild Investment LLC 0.00% Reduce -72.6% 207 $23K
Redmont Wealth Advisors LLC 0.03% New 204 $23K
Lavaca Capital LLC 0.01% New 200 $22K
Addison Advisors LLC 0.01% Reduce -39.4% 200 $22K
Colonial Trust Co / SC 0.00% Reduce -5.7% 200 $22K
Archer Investment Corp 0.01% No change 198 $22K
GPS Wealth Strategies Group, LLC 0.00% Add +83.8% 193 $21K
DT Investment Partners, LLC 0.00% No change 187 $21K
Washington Trust Advisors, Inc. 0.00% Reduce -4.7% 183 $20K
Crews Bank & Trust 0.00% No change 181 $20K
Park Square Financial Group, LLC 0.01% No change 178 $20K
Godsey & Gibb, Inc. 0.00% Reduce -27.1% 175 $19K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.1% 174 $19K
Rise Advisors, LLC 0.01% No change 172 $19K
Sierra Ocean, LLC 0.01% Reduce -5.0% 170 $19K
Aspect Partners, LLC 0.01% Add +0.6% 166 $18K
Global Wealth Strategies & Associates 0.01% No change 162 $18K
Private Trust Co. NA 0.00% Reduce -65.9% 161 $18K
Altshuler Shaham Ltd 0.00% New 160 $18K
GHP Investment Advisors, Inc. 0.00% No change 158 $17K
GW&K Investment Management, LLC 0.00% Add +12.7% 151 $17K
Caitong International Asset Management Co., Ltd 0.01% Add +3675.0% 151 $17K
North Capital, Inc. 0.01% No change 148 $16K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.1% 140 $15K
Country Trust Bank 0.00% New 140 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 111 $14K
Cetera Trust Company, N.A 0.01% No change 123 $14K
Pinnacle Bancorp, Inc. 0.00% No change 119 $13K
Private Wealth Management Group, LLC 0.00% Add +180.9% 118 $13K
Twin Lakes Capital Management, LLC 0.01% No change 114 $13K
JFS Wealth Advisors, LLC 0.00% No change 113 $12K
City State Bank 0.00% No change 111 $12K
Ameritas Advisory Services, LLC 0.00% New 110 $12K
Center for Financial Planning, Inc. 0.00% No change 105 $12K
Solstein Capital, LLC 0.01% No change 102 $11K
WPG Advisers, LLC 0.01% Add +16.1% 101 $11K
Cornerstone Planning Group LLC 0.00% Add +295.6% 91 $11K
Bell Investment Advisors, Inc 0.00% Reduce -9.3% 98 $11K
Dynamic Wealth Strategies, LLC 0.01% Reduce -48.7% 96 $11K
Park Place Capital Corp 0.00% No change 91 $11K
True Wealth Design, LLC 0.00% Add +50.8% 95 $10K
Financial Perspectives, Inc 0.00% No change 90 $10K
Adirondack Trust Co. 0.00% No change 90 $10K
Bruce G. Allen Investments, LLC 0.01% Add +41.9% 88 $10K
Riggs Asset Managment Co. Inc. 0.00% New 80 $9K
Clearstead Trust, LLC 0.00% Reduce -37.8% 79 $9K
Armstrong Advisory Group, Inc. 0.00% Reduce -57.9% 77 $9K
Sachetta, LLC 0.00% Add +356.3% 73 $8K
Rational Advisors, Inc. 0.00% New 72 $8K
Johnson Financial Group, Inc. 0.00% No change 66 $7K
Darwin Wealth Management, LLC 0.00% Add +1.6% 63 $7K
McIlrath & Eck, LLC 0.00% No change 63 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +11.3% 59 $7K
Abound Wealth Management 0.00% Reduce -6.5% 58 $6K
Traub Capital Management LLC 0.01% — 55 $6K
Anchor Investment Management, LLC 0.00% No change 55 $6K
Larson Financial Group LLC 0.00% Reduce -72.4% 55 $6K
Avion Wealth 0.00% Add +59.5% 59 $6K
Capital Analysts, LLC 0.00% No change 50 $6K
Whipplewood Advisors, LLC 0.00% Add +145.4% 54 $6K
Truvestments Capital LLC 0.00% No change 53 $6K
Howard Hughes Medical Institute 0.00% New 50 $6K
Westend Capital Management, LLC 0.00% No change 50 $6K
Beacon Capital Management, LLC 0.00% Reduce -47.9% 50 $5K
Prestige Wealth Management Group LLC 0.00% Reduce -4.0% 48 $5K
Sound Income Strategies, LLC 0.00% Add +0.0% 45 $5K
Bangor Savings Bank 0.00% No change 43 $5K
Transce3nd, LLC 0.00% New 42 $5K
Financial Management Professionals, Inc. 0.00% Reduce -46.8% 41 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 40 $4K
Legacy Investment Solutions, LLC 0.00% — 39 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -67.8% 39 $4K
Evergreen Private Wealth LLC 0.00% New 38 $4K
S&T Bank 0.00% Add +200.0% 36 $4K
AdvisorNet Financial, Inc 0.00% Add +2.9% 35 $4K
Kiker Wealth Management, LLC 0.00% No change 32 $4K
ORG Partners LLC 0.00% Add +25.0% 30 $3K
Kilter Group LLC 0.00% New 30 $3K
Murphy & Mullick Capital Management Corp 0.00% No change 30 $3K
Carolina Wealth Advisors, LLC 0.00% No change 30 $3K
MTM Investment Management, LLC 0.00% New 30 $3K
Essential Partners LLC 0.00% — 29 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.9% 27 $3K
Hughes Financial Services, LLC 0.00% No change 24 $3K
Evermay Wealth Management LLC 0.00% No change 25 $3K
Granite FO LLC 0.00% No change 25 $3K
Compass Financial Services Inc 0.00% No change 25 $3K
Raffa Wealth Management, LLC 0.00% No change 23 $3K
Estabrook Capital Management 0.00% No change 23 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -62.3% 23 $3K
Highline Wealth Partners LLC 0.00% Reduce -48.8% 22 $2K
Core Alternative Capital 0.00% No change 21 $2K
Bellevue Asset Management, LLC 0.00% No change 20 $2K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -88.8% 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +28.6% 18 $2K
New Millennium Group LLC 0.00% No change 17 $2K
CoreCap Advisors, LLC 0.00% Reduce -48.4% 16 $2K
Dogwood Wealth Management LLC 0.00% Reduce -15.8% 16 $2K
WealthTrak Capital Management LLC 0.00% No change 15 $2K
Wolff Wiese Magana LLC 0.00% Reduce -90.5% 15 $2K
Comprehensive Financial Planning, Inc. 0.00% No change 15 $2K
Nvwm, LLC 0.00% Reduce -6.3% 15 $2K
Hollencrest Capital Management 0.00% New 14 $2K
SJS Investment Consulting Inc. 0.00% Reduce -53.6% 13 $1K
Quaker Wealth Management, LLC 0.00% — 12 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -14.3% 12 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +140.0% 12 $1K
Stephens Consulting, LLC 0.00% New 10 $1K
TFC Financial Management, Inc. 0.00% Add +11.1% 10 $1K
Garde Capital, Inc. 0.00% No change 10 $1K
Glen Eagle Advisors, LLC 0.00% No change 10 $1K
American Capital Advisory, LLC 0.00% New 9 $996
Rialto Wealth Management, LLC 0.00% Reduce -47.1% 9 $996
Parkworth Wealth Management, Inc. 0.00% Add +80.0% 9 $995
St. Johns Investment Management Company, LLC 0.00% No change 9 $995
Sittner & Nelson, LLC 0.00% No change 9 $995
Ancora Advisors LLC 0.00% Reduce -35.7% 9 $945
Dunhill Financial, LLC 0.00% Reduce -86.2% 8 $897
Valued Wealth Advisors LLC 0.00% Reduce -83.0% 8 $886
Pineridge Advisors LLC 0.00% New 8 $885
Total Investment Management Inc. 0.00% New 6 $667
Nova Wealth Management, Inc. 0.00% New 6 $664
Physician Wealth Advisors, Inc. 0.00% New 5 $554
Binnacle Investments Inc 0.00% No change 5 $553
Horizon Financial Services, LLC 0.00% No change 5 $553
HFM Investment Advisors, LLC 0.00% Add +100.0% 4 $442
WestEnd Advisors, LLC 0.00% Reduce -20.0% 4 $442
DecisionPoint Financial, LLC 0.00% New 3 $347
Crewe Advisors LLC 0.00% No change 3 $332
Cape Investment Advisory, Inc. 0.00% Reduce -75.0% 2 $221
Bellwether Advisors, LLC 0.00% Reduce -100.0% 2 $221
SOA Wealth Advisors, LLC. 0.00% No change 1 $117
Hilltop National Bank 0.00% — 1 $111
Wood Tarver Financial Group, LLC 0.00% No change 3 $0

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