Labcorp HoldingsLH

13F holders, Q4 2024 (December 31)
912holders +6
68new positions
90sold out
8famous investors
$229.47avg. 13F price*

At the end of Q4 2024, 912 institutions reported holding Labcorp Holdings Inc. (LH) in their 13F filings, up 6 from Q3 2024. 68 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($2.1B) and State Street Corp. ($849.3M). 8 famous investors held it, including John W. Rogers Jr. (1.0% of Ariel Investments's portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Labcorp Holdings Inc.
Sector
Health Care
CUSIP
504922105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 3Q1 2024Q2 2024: 811Q2 2024Q3 2024: 906Q3 2024Q4 2024: 912Q4 2024Q1 2025: 964Q1 2025Q2 2025: 961Q2 2025Q3 2025: 996Q3 2025Q4 2025: 1,017Q4 2025Q1 2026: 1,022Q1 2026Q2 2026: 1,048Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions68$66.2M
Exits90$152.9M

All 13F filers, Q3 2024 → Q4 2024: 6,115,334 shares bought and 5,281,209 shares sold, net +834,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 912 holders

Vanguard Group Inc. 0.04% Add +0.1% 9,651,044 $2.2B
BlackRock, Inc. 0.04% Add +1.9% 9,321,123 $2.1B
State Street Corp. 0.03% Reduce -0.6% 3,703,603 $849.3M
Geode Capital Management, LLC 0.04% Add +2.0% 2,003,998 $458.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.99% Reduce -0.6% 1,967,099 $451.1M
Allspring Global Investments Holdings, LLC 0.70% Add +2.7% 1,916,505 $437.4M
Bank of New York Mellon Corp 0.08% Add +2.4% 1,822,964 $418.0M
FMR LLC 0.02% Add +2.2% 1,620,826 $371.7M
Select Equity Group, L.P. 1.49% Add +150.9% 1,595,957 $366.0M
Citadel Advisors 0.31% Add +968.7% 1,430,421 $328.0M
Morgan Stanley 0.02% Add +3.7% 1,418,715 $325.3M
Dimensional Fund Advisors LP 0.08% Reduce -0.3% 1,363,425 $312.7M
JPMorgan Chase & Co. 0.02% Reduce -30.4% 1,344,378 $308.3M
Navera Investment Management Ltd. 4.97% Reduce -0.5% 1,211,314 $277.8M
Amundi 0.09% Add +344.9% 1,123,409 $263.2M
Invesco Ltd. 0.05% Reduce -12.7% 1,102,247 $252.8M
Nordea Investment Management AB 0.25% Add +7.0% 1,052,927 $243.3M
Norges Bank 0.03% Add +0.5% 1,045,749 $239.8M
Alliancebernstein L.P. 0.08% Add +59.4% 1,021,104 $234.2M
Northern Trust Corp. 0.03% Add +1.0% 1,011,116 $231.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +7.7% 984,227 $225.7M
American Century Companies Inc. 0.12% Add +11.5% 921,184 $211.2M
Cooke & Bieler LP 1.87% Reduce -10.0% 848,261 $194.5M
Royal Bank of Canada 0.04% Reduce -0.5% 817,116 $187.4M
Millennium Management 0.14% Add +303.2% 704,771 $161.6M
Bank of America Corp. 0.01% Reduce -41.5% 670,932 $153.9M
Legal & General Group Plc 0.04% Reduce -2.9% 617,564 $141.6M
Beck Mack & Oliver LLC 2.60% Add +1.2% 613,032 $140.6M
Stifel Financial Corp. 0.15% Add +2.4% 608,944 $139.6M
Charles Schwab Investment Management Inc. 0.03% Add +9.1% 599,551 $137.5M
Massachusetts Financial Services Co. 0.04% Reduce -0.3% 575,319 $131.9M
Brandes Investment Partners, LP 1.46% Add +13.3% 568,724 $130.4M
Madison Asset Management, LLC 1.39% Add +8.9% 538,178 $123.4M
Madison Investment Advisors, LLC 1.39% — 538,178 $123.4M
Lord, Abbett & Co. LLC 0.38% Reduce -20.2% 501,200 $114.9M
Mondrian Investment Partners LTD 1.71% Reduce -16.8% 413,450 $103.3M
Alyeska Investment Group, L.P. 0.38% Reduce -4.5% 444,278 $101.9M
Thrivent Financial for Lutherans 0.18% Reduce -46.2% 402,958 $92.4M
Hotchkis & Wiley Capital Management LLC 0.30% Add +1.3% 397,830 $91.2M
Ariel Investments 0.95% Reduce -5.3% 389,139 $89.2M
UBS Group AG 0.02% Add +5.8% 387,722 $88.9M
FIL Ltd 0.08% Reduce -2.5% 382,444 $87.7M
CapitalatWork S.A. 2.73% Add +4.5% 365,681 $83.9M
Deutsche Bank AG 0.03% Add +2.0% 357,588 $82.0M
California Public Employees Retirement System 0.05% Add +0.3% 352,439 $80.8M
Earnest Partners LLC 0.35% Reduce -2.4% 338,725 $77.7M
Natixis Advisors, LLC 0.14% Add +9.7% 320,152 $73.4M
Wells Fargo & Company 0.02% Reduce -5.4% 315,446 $72.3M
Envestnet Asset Management Inc. 0.02% Add +3.3% 294,141 $67.5M
River Road Asset Management, LLC 0.89% Add +3.1% 292,784 $67.1M
Barclays PLC 0.03% Reduce -53.3% 289,903 $66.5M
Glenmede Trust Co. NA 0.34% Reduce -3.0% 286,483 $65.7M
Cambiar Investors LLC 2.44% Reduce -2.6% 268,450 $61.6M
Wellington Management Group LLP 0.01% Reduce -19.4% 263,534 $60.4M
Lazard Asset Management LLC 0.09% Add +13.6% 253,950 $58.2M
Swiss National Bank 0.04% Reduce -5.2% 237,220 $54.4M
Weitz Investment Management, Inc. 2.79% Reduce -0.1% 236,175 $54.2M
Goldman Sachs Group Inc. 0.01% Reduce -34.6% 232,539 $53.3M
Fairview Capital Investment Management, LLC 2.69% Add +1.8% 225,840 $51.8M
Sei Investments Co. 0.07% Add +12.4% 223,162 $51.2M
Nuveen Asset Management, LLC 0.01% Reduce -70.8% 217,713 $49.9M
Freestone Grove Partners LP 0.60% — 212,335 $48.7M
Bartlett & Co. Wealth Management LLC 0.70% Reduce -0.3% 211,184 $48.4M
Ami Asset Management Corp. 2.50% Reduce -2.3% 204,372 $46.9M
Cannell & Spears LLC 0.95% Add +18.9% 202,555 $46.4M
Ameriprise Financial Inc. 0.01% Reduce -3.8% 193,374 $44.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.9% 190,322 $43.6M
Nicholas Company, Inc. 0.69% No change 184,445 $42.3M
BNP Paribas Financial Markets 0.03% Add +35.3% 171,479 $39.3M
Janus Henderson Group PLC 0.02% Reduce -9.2% 166,211 $38.1M
HSBC Holdings PLC 0.02% Reduce -8.4% 161,976 $37.2M
Thompson Siegel & Walmsley LLC 0.57% Reduce -50.0% 159,385 $36.5M
Davidson Investment Advisors 1.77% Reduce -0.2% 158,912 $36.4M
National Pension Service 0.03% Reduce -3.6% 153,240 $35.1M
AQR Capital Management 0.04% Reduce -41.0% 151,517 $34.7M
Raymond James Financial Inc. 0.01% — 147,302 $33.8M
Rhumbline Advisers 0.03% Reduce -1.7% 142,935 $32.8M
Woodline Partners LP 0.22% Add +18.1% 141,995 $32.6M
California State Teachers Retirement System 0.04% Reduce -5.6% 141,897 $32.5M
Birch Hill Investment Advisors LLC 1.50% Add +0.2% 140,678 $32.3M
Sequoia Financial Advisors, LLC 0.30% Add +0.3% 135,888 $31.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +11.4% 133,349 $30.6M
New York State Common Retirement Fund 0.04% Reduce -16.9% 129,733 $29.8M
Bank of Montreal 0.01% Reduce -13.7% 128,746 $29.5M
Wedge Capital Management L L P 0.52% Reduce -12.5% 125,100 $28.7M
Hunter Perkins Capital Management, LLC 5.76% Add +1.0% 118,990 $27.3M
T. Rowe Price Associates Inc. 0.00% Reduce -0.3% 117,837 $27.0M
Sio Capital Management, LLC 7.31% Reduce -34.6% 113,293 $26.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 113,070 $25.9M
Scotia Capital Inc. 0.12% Add +14.2% 103,209 $23.7M
KBC Group NV 0.06% Add +7.5% 101,967 $23.4M
Clifford Swan Investment Counsel LLC 0.81% Add +1.7% 97,996 $22.5M
Principal Financial Group Inc. 0.01% Reduce -2.1% 94,582 $21.7M
Peapack Gladstone Financial Corp. 0.31% Add +0.4% 93,317 $21.4M
Ironvine Capital Partners, LLC 2.27% Reduce -0.0% 92,372 $21.2M
Burgundy Asset Management Ltd. 0.21% Add +2.5% 88,895 $20.4M
Galvin, Gaustad & Stein, LLC 1.82% Reduce -1.2% 87,412 $20.0M
Cerity Partners LLC 0.04% Add +4.2% 85,156 $19.5M
McRae Capital Management Inc. 3.80% Add +1.6% 84,446 $19.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +80.7% 81,084 $18.6M
Equitable Trust Co. 1.03% Reduce -8.7% 80,165 $18.4M
Zacks Investment Management 0.17% Reduce -10.8% 78,242 $17.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -9.8% 78,131 $17.9M
Allianz Asset Management GmbH 0.03% Reduce -41.1% 76,986 $17.7M
Susquehanna International Group, LLP 0.03% Add +109.2% 75,655 $17.3M
Stack Financial Management, Inc 1.58% Reduce -0.8% 75,349 $17.3M
First Trust Advisors LP 0.01% Add +34.2% 69,441 $15.9M
Aberdeen Group plc 0.03% Reduce -10.7% 68,727 $15.8M
Teacher Retirement System of Texas 0.06% Add +26.1% 67,404 $15.5M
Lathrop Investment Management Co. 2.93% Reduce -0.2% 67,009 $15.4M
New York State Teachers Retirement System 0.03% Reduce -4.2% 66,580 $15.3M
Willis Investment Counsel 0.99% Add +1.3% 65,837 $15.1M
Brown Advisory Inc. 0.02% Add +6.3% 63,967 $14.7M
Mill Capital Management, LLC 1.14% Add +0.0% 63,160 $14.5M
Oak Associates Ltd. 1.00% New 63,063 $14.5M
Busey Bank 0.47% Add +1.9% 62,560 $14.3M
LPL Financial LLC 0.01% Add +63.8% 62,546 $14.3M
Brandywine Global Investment Management, LLC 0.10% Reduce -7.7% 58,930 $13.5M
Needham Investment Management LLC 1.04% No change 58,863 $13.5M
Clearstead Advisors, LLC 0.20% Add +3.3% 58,265 $13.4M
Assetmark, Inc. 0.04% Add +13.9% 57,192 $13.1M
Financial Counselors Inc. 0.19% Reduce -1.0% 56,999 $13.1M
Leeward Investments, LLC - MA 0.65% Reduce -3.3% 56,640 $13.0M
2Xideas AG 1.73% Add +49.0% 56,198 $12.9M
Swedbank AB 0.02% Reduce -1.9% 55,809 $12.8M
D. E. Shaw & Co. 0.02% Reduce -9.4% 55,768 $12.8M
Ossiam 0.22% Add +2051.8% 54,892 $12.6M
Channing Capital Management, LLC 0.33% Reduce -1.3% 54,739 $12.6M
Forte Capital LLC 1.40% Add +0.2% 54,227 $12.4M
Victory Capital Management Inc. 0.01% Reduce -5.5% 52,311 $12.0M
Aviva PLC 0.03% Add +23.5% 50,490 $11.6M
State of Wisconsin Investment Board 0.03% Reduce -9.0% 50,233 $11.5M
Gabelli Funds LLC 0.09% Reduce -1.8% 49,685 $11.4M
Manufacturers Life Insurance Company, The 0.01% Add +0.1% 49,564 $11.4M
Pictet Asset Management Holding SA 0.01% Add +11.3% 48,942 $11.2M
O'shaughnessy Asset Management, LLC 0.09% Add +275.3% 48,475 $11.1M
Speece Thorson Capital Group Inc. 2.18% Reduce -0.7% 48,287 $11.1M
American National Bank & Trust 1.23% Add +1.9% 48,169 $11.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.5% 47,873 $11.0M
Citigroup Inc. 0.01% Reduce -52.1% 47,061 $10.8M
Prudential Financial Inc. 0.01% Reduce -58.4% 45,248 $10.4M
Calamos Advisors LLC 0.07% No change 44,778 $10.3M
Danske Bank A/S 0.03% Add +29.5% 44,588 $10.2M
APG Asset Management N.V. 0.03% New 45,600 $10.1M
Russell Investments Group, Ltd. 0.01% Reduce -1.8% 43,410 $10.0M
Adage Capital Partners Gp, L.L.C. 0.02% New 42,644 $9.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -6.8% 42,472 $9.7M
Sycale Advisors (NY) LLC 3.36% Reduce -47.1% 42,449 $9.7M
Worldquant Millennium Advisors LLC 0.06% Add +689.4% 42,328 $9.7M
Pinnacle Financial Partners Inc 0.19% Add +0.0% 41,125 $9.4M
Jane Street Group, LLC 0.01% Reduce -9.2% 40,414 $9.3M
PNC Financial Services Group, Inc. 0.01% Add +3.7% 40,346 $9.3M
NorthCrest Asset Manangement, LLC 0.27% Reduce -0.3% 39,862 $9.1M
Weybosset Research & Management LLC 3.08% Reduce -0.1% 39,418 $9.0M
National Bank of Canada 0.01% Add +301.5% 39,171 $9.0M
Nomura Asset Management Co. Ltd. 0.03% Add +0.4% 39,014 $8.9M
Hahn Capital Management LLC 3.89% Add +47.6% 38,720 $8.9M
Fuller & Thaler Asset Management, Inc. 0.03% Add +4.2% 38,390 $8.8M
Banyan Capital Management, Inc. 5.24% Reduce -0.0% 38,094 $8.7M
Treasurer of the State of North Carolina 0.03% Add +0.5% 37,955 $8.7M
GHP Investment Advisors, Inc. 0.40% Add +4.4% 37,074 $8.5M
Korea Investment CORP 0.02% Add +36.0% 37,058 $8.5M
Jensen Investment Management Inc. 0.08% No change 36,590 $8.4M
DNB Asset Management AS 0.04% Add +6.1% 36,513 $8.4M
Bridgewater Associates 0.04% Reduce -75.7% 36,452 $8.4M
MAI Capital Management 0.06% Add +1148.3% 36,288 $8.3M
Cardinal Capital Management 1.30% Add +5.0% 36,025 $8.3M
Royal London Asset Management Ltd. 0.02% Reduce -0.6% 34,377 $7.9M
AMF Tjanstepension AB 0.06% Reduce -60.2% 34,225 $7.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -0.6% 34,141 $7.8M
WealthBridge Investment Counsel Inc. 2.86% No change 34,026 $7.8M
Comerica Bank 0.03% Reduce -13.0% 33,712 $7.7M
Ensign Peak Advisors, Inc 0.01% Reduce -4.3% 33,565 $7.7M
Mn Services Vermogensbeheer B.V. 0.05% Add +2.1% 33,298 $7.6M
Janney Montgomery Scott LLC 0.02% Add +5.5% 33,219 $7.6M
Asset Management One Co., Ltd. 0.03% Add +3.8% 32,799 $7.6M
Boston Trust Walden Corp 0.05% Add +0.1% 32,919 $7.5M
Corient Private Wealth LP 0.01% Reduce -2.8% 32,883 $7.5M
TD Asset Management Inc 0.01% Reduce -1.7% 32,643 $7.5M
KCM Investment Advisors LLC 0.26% Reduce -1.3% 32,556 $7.5M
Walleye Capital LLC 0.08% Reduce -44.6% 32,470 $7.4M
Commerce Bank 0.05% Reduce -1.2% 32,399 $7.4M
Everett Harris & Co. 0.09% Add +6.0% 32,354 $7.4M
Osaic Holdings, Inc. 0.02% Reduce -2.1% 34,589 $7.4M
Public Employees Retirement System of Ohio 0.03% Reduce -6.6% 31,885 $7.3M
Meridiem Capital Partners LP 0.69% — 31,831 $7.3M
Captrust Financial Advisors 0.02% Reduce -1.5% 31,613 $7.2M
Credit Agricole S A 0.02% Add +43.6% 30,898 $7.1M
Nisa Investment Advisors, LLC 0.03% Add +1.6% 30,336 $7.0M
MBL Wealth, LLC 0.69% Reduce -5.9% 30,001 $6.9M
KLP Kapitalforvaltning As 0.03% — 29,913 $6.9M
Toronto Dominion Bank 0.01% Reduce -29.5% 29,682 $6.8M
Illinois Municipal Retirement Fund 0.09% Reduce -8.2% 28,937 $6.6M
Fifth Third Bancorp 0.02% Reduce -0.2% 28,648 $6.6M
State of New Jersey Common Pension Fund D 0.03% No change 28,631 $6.6M
SFE Investment Counsel 1.39% Reduce -1.0% 28,489 $6.5M
First Foundation Advisors 0.24% Reduce -10.7% 27,724 $6.4M
Bank of Nova Scotia 0.01% Add +125.8% 27,675 $6.3M
Great Lakes Advisors, LLC 0.05% Add +675.2% 27,038 $6.2M
Lansforsakringar Fondforvaltning AB (publ) 0.02% — 26,903 $6.2M
Gotham Asset Management 0.06% New 25,643 $5.9M
Wilmington Savings Fund Society, FSB 0.11% Reduce -1.0% 25,596 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.1% 25,568 $5.9M
Jefferies Financial Group Inc. 0.07% Add +156.9% 25,513 $5.9M
Boston Research & Management Inc. 1.43% Add +0.5% 25,497 $5.8M
Generali Asset Management SPA SGR 0.15% — 25,496 $5.8M
Thematics Asset Management 0.25% Add +1.8% 25,223 $5.8M
Cinctive Capital Management LP 0.31% New 25,091 $5.8M
Heron Bay Capital Management 1.19% Reduce -4.1% 24,928 $5.7M
Voya Investment Management LLC 0.01% Reduce -8.4% 24,922 $5.7M
State of Michigan Retirement System 0.03% Reduce -1.2% 24,887 $5.7M
Sandy Spring Bank 0.23% Reduce -1.8% 24,735 $5.7M
Cohen Klingenstein LLC 0.19% Reduce -5.7% 24,710 $5.7M
Arizona State Retirement System 0.03% Add +1.0% 24,388 $5.6M
Truist Financial Corp. 0.01% Add +0.3% 23,991 $5.5M
Silvercrest Asset Management Group LLC 0.04% Reduce -0.9% 23,281 $5.3M
Franklin Resources Inc. 0.00% Add +7.8% 22,452 $5.1M
US Bancorp \de 0.01% Add +0.5% 22,421 $5.1M
M. Kulyk & Associates, LLC 1.11% Reduce -4.0% 22,314 $5.1M
Te Ahumairangi Investment Management Ltd 1.06% Reduce -13.2% 22,207 $5.1M
MetLife Investment Management, LLC 0.03% Add +1.4% 22,145 $5.1M
Tocqueville Asset Management L.P. 0.08% Add +96.4% 22,070 $5.1M
Baltimore-Washington Financial Advisors, Inc. 0.26% Reduce -4.5% 21,656 $5.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -57.8% 21,500 $4.9M
Marietta Wealth Management, LLC 0.70% Add +3.1% 21,251 $4.9M
Iridian Asset Management LLC 1.25% Reduce -7.8% 20,495 $4.7M
Hunter Associates Investment Management LLC 0.70% Add +0.2% 20,093 $4.6M
Martin & Co. Inc. 1.13% Reduce -4.0% 19,847 $4.6M
Corebridge Financial, Inc. 0.02% Reduce -5.0% 19,806 $4.5M
PGGM Investments 0.06% Reduce -8.2% 19,777 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.0% 19,608 $4.5M
MML Investors Services, LLC 0.02% Add +1.3% 19,428 $4.5M
Mercer Global Advisors Inc. 0.01% Reduce -19.2% 19,278 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -44.0% 19,249 $4.4M
White Pine Investment CO 1.18% Add +0.1% 19,101 $4.4M
Czech National Bank 0.04% Add +6.0% 18,135 $4.2M
Retirement Systems of Alabama 0.02% Reduce -2.3% 18,108 $4.2M
Forsta Ap-Fonden 0.03% Reduce -2.2% 18,100 $4.2M
American Assets Investment Management, LLC 0.34% No change 18,000 $4.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +11.1% 17,975 $4.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.7% 17,784 $4.1M
State of Tennessee, Department of Treasury 0.01% Add +45.4% 17,470 $4.0M
Regions Financial Corp. 0.03% Add +0.5% 17,262 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.2% 17,119 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -9.5% 16,915 $3.9M
Eukles Asset Management 1.65% Reduce -5.3% 16,877 $3.9M
Handelsbanken Fonder AB 0.01% Reduce -25.8% 16,877 $3.9M
Capital Analysts, LLC 0.16% Reduce -0.9% 16,852 $3.9M
QRG Capital Management, Inc. 0.04% Reduce -5.7% 16,585 $3.8M
Cetera Investment Advisers 0.01% Add +8.6% 16,453 $3.8M
Neuberger Berman Group LLC 0.00% Add +46.8% 16,398 $3.8M
Cary Street Partners Financial LLC 0.12% — 16,354 $3.8M
Ieq Capital, LLC 0.04% Reduce -21.5% 16,189 $3.7M
Focus Partners Wealth 0.01% Add +6.8% 16,094 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.3% 16,077 $3.7M
Amalgamated Bank 0.03% Reduce -2.7% 16,055 $3.7M
Capital City Trust Co. 0.89% Add +1.4% 15,553 $3.6M
First Financial Group Corp 3.94% — 15,532 $3.6M
Highland Capital Management, LLC 0.20% Reduce -2.6% 15,482 $3.6M
IFM Investors Pty Ltd 0.04% Reduce -7.0% 15,455 $3.5M
M&T Bank Corp 0.01% Reduce -0.6% 15,336 $3.5M
SP Asset Management LLC 0.29% Add +0.3% 15,186 $3.5M
HighTower Advisors, LLC 0.00% Reduce -42.5% 14,937 $3.4M
Inlet Private Wealth, LLC 0.91% Reduce -5.6% 14,937 $3.4M
Cohen Capital Management, Inc. 0.57% No change 14,896 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -1.2% 13,300 $3.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -1.7% 14,535 $3.3M
American Capital Advisory, LLC 1.79% Reduce -2.2% 14,113 $3.2M
Romano Brothers and Company 0.41% Reduce -0.1% 14,043 $3.2M
Jag Capital Management, LLC 0.45% Add +1.6% 14,015 $3.2M
Utah Retirement Systems 0.04% No change 13,923 $3.2M
Creative Planning 0.00% Add +30.1% 13,696 $3.1M
Linscomb Wealth, Inc. 0.15% Add +3.0% 13,539 $3.1M
USS Investment Management Ltd 0.02% Reduce -24.5% 13,440 $3.1M
Tredje AP-fonden 0.03% No change 13,348 $3.1M
Swiss Life Asset Management Ltd 0.02% Add +303.0% 13,259 $3.0M
Mariner, LLC 0.01% Add +25.8% 13,215 $3.0M
Candriam S.C.A. 0.02% Add +16.9% 13,169 $3.0M
Van Eck Associates Corp. 0.00% Reduce -5.4% 13,119 $3.0M
MUFG Securities EMEA plc 0.06% Reduce -72.9% 13,000 $3.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -10.9% 12,929 $3.0M
Orion Portfolio Solutions, LLC 0.03% Reduce -10.9% 12,929 $3.0M
Storebrand Asset Management As 0.01% Add +3.0% 12,868 $3.0M
CIBC Asset Management Inc 0.01% Add +4.2% 12,806 $2.9M
Oppenheimer Asset Management Inc. 0.04% Add +0.3% 12,780 $2.9M
ProShare Advisors LLC 0.01% Add +11.8% 12,672 $2.9M
Rockefeller Capital Management L.P. 0.01% Reduce -5.9% 12,644 $2.9M
Bokf, NA 0.05% Reduce -32.5% 12,468 $2.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +29.9% 12,607 $2.9M
New York Life Investment Management LLC 0.03% Add +0.7% 12,577 $2.9M
Mayar Capital Ltd. 3.73% Reduce -33.8% 12,433 $2.9M
Daiwa Securities Group Inc. 0.01% Add +7.7% 12,240 $2.8M
Police & Firemen's Retirement System of New Jersey 0.03% — 12,165 $2.8M
Manning & Napier Advisors LLC 0.03% Add +84.5% 12,099 $2.8M
Xponance LLC 0.03% Add +3.9% 12,000 $2.8M
First National Bank of Mount Dora, Trust Investment Services 0.63% Add +0.7% 11,654 $2.7M
D.A. Davidson & Co. 0.02% Add +13.9% 11,647 $2.7M
Fragasso Financial Advisors Inc 0.20% Reduce -9.2% 11,645 $2.7M
Paralel Advisors LLC 0.11% Add +9.9% 11,489 $2.6M
Mackenzie Financial Corp. 0.00% Reduce -11.0% 11,390 $2.6M
Kestra Advisory Services, LLC 0.01% Add +116.9% 11,376 $2.6M
Fairfield, Bush & Co. 1.53% Add +3.7% 11,368 $2.6M
CIBC Private Wealth Group LLC 0.00% Reduce -1.4% 11,094 $2.6M
Lido Advisors, LLC 0.02% Reduce -71.6% 11,250 $2.6M
Unison Advisors LLC 0.30% Add +0.3% 11,167 $2.6M
BDF-Gestion 0.26% Reduce -11.5% 10,923 $2.5M
Alpine Woods Capital Investors, LLC 0.47% Add +0.0% 10,841 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -24.6% 10,809 $2.5M
Tritonpoint Wealth, LLC 0.22% Reduce -0.2% 10,742 $2.5M
ING Groep NV 0.02% Reduce -4.9% 10,682 $2.4M
Public Sector Pension Investment Board 0.01% Add +194.1% 10,505 $2.4M
UniSuper Management Pty Ltd 0.02% Add +16.9% 10,488 $2.4M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.3% 10,288 $2.4M
Pathstone Holdings, LLC 0.01% Add +1.3% 10,297 $2.4M
State of Alaska, Department of Revenue 0.03% Reduce -30.3% 10,117 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +5.5% 10,069 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -3.1% 10,041 $2.3M
Prudential PLC 0.01% Add +29.0% 10,011 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.0% 9,983 $2.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +16.1% 9,879 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.6% 9,787 $2.2M
Ostrum Asset Management 0.19% Add +6.9% 9,730 $2.2M
Atria Investments, Inc 0.03% Add +0.0% 9,531 $2.2M
Rafferty Asset Management, LLC 0.01% Add +11.4% 9,490 $2.2M
William B. Walkup & Associates, Inc. 1.38% No change 9,486 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +28.5% 9,394 $2.2M
Signature Estate & Investment Advisors LLC 0.05% Add +3.1% 9,384 $2.2M
Burney Co./ 0.08% Reduce -1.1% 9,353 $2.1M
Macquarie Group Ltd. 0.00% Add +36.1% 12,555 $2.1M
Lountzis Asset Management, LLC 0.90% Reduce -2.3% 9,308 $2.1M
Private Advisor Group, LLC 0.01% Add +10.1% 9,255 $2.1M
Salem Investment Counselors Inc. 0.07% No change 9,243 $2.1M
Shayne & Jacobs, LLC 0.55% Add +0.4% 9,205 $2.1M
Exencial Wealth Advisors, LLC 0.08% Reduce -5.3% 9,049 $2.1M
Paradigm Asset Management Co. LLC 0.56% Add +1676.7% 8,901 $2.0M
Systematic Financial Management LP 0.05% Reduce -0.5% 8,852 $2.0M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -2.0% 8,768 $2.0M
Dana Investment Advisors, Inc. 0.07% Reduce -10.4% 8,678 $2.0M
Penobscot Investment Management Company, Inc. 0.18% New 8,454 $1.9M
Southeast Asset Advisors, LLC 0.23% New 8,326 $1.9M
STRS Ohio 0.01% Add +10.1% 8,255 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 8,230 $1.9M
Foster & Motley Inc. 0.12% Add +10.4% 8,140 $1.9M
Empowered Funds, LLC 0.03% Add +0.5% 8,025 $1.8M
Riverview Capital Advisers, LLC 0.55% No change 8,000 $1.8M
Daymark Wealth Partners, LLC 0.08% Add +0.8% 7,995 $1.8M
Bradley Foster & Sargent Inc. 0.03% Add +14.3% 7,993 $1.8M
Mizuho Securities USA LLC 0.03% Add +45.6% 7,927 $1.8M
Baker Ellis Asset Management LLC 0.26% Reduce -3.6% 7,845 $1.8M
Cwm, LLC 0.01% Add +6.8% 7,594 $1.7M
Guggenheim Capital LLC 0.01% Add +5.8% 7,408 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -2.1% 7,392 $1.7M
Hershey Financial Advisers, LLC 1.48% — 7,335 $1.7M
Oregon Public Employees Retirement Fund 0.03% Add +0.6% 7,194 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +0.2% 7,194 $1.6M
Councilmark Asset Management, LLC 1.08% Add +0.1% 7,038 $1.6M
Avanza Fonder AB 0.05% — 6,928 $1.6M
Pullen Investment Management, LLC 1.03% Reduce -4.7% 6,918 $1.6M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.0% 6,917 $1.6M
Quantinno Capital Management LP 0.02% Add +114.5% 6,850 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +12.3% 6,834 $1.6M
NewEdge Advisors, LLC 0.01% Add +2278.1% 6,825 $1.6M
Wolverine Trading, LLC 0.03% New 6,774 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -73.5% 6,728 $1.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.05% Add +39.0% 6,730 $1.5M
&partners 0.02% Add +20.7% 6,656 $1.5M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -2.1% 6,616 $1.5M
Carmel Capital Partners, LLC 0.61% Add +9.0% 6,605 $1.5M
South Dakota Investment Council 0.03% Reduce -4.8% 6,563 $1.5M
Park Avenue Securities LLC 0.02% Add +22.6% 6,525 $1.5M
Advisory Services Network, LLC 0.03% Reduce -0.6% 6,451 $1.5M
Wealthfront Advisers LLC 0.00% Add +1.0% 6,451 $1.5M
First Hawaiian Bank 0.05% Add +8.4% 6,282 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.6% 6,209 $1.4M
Humankind Investments LLC 0.35% Add +1.9% 6,095 $1.4M
Robeco Institutional Asset Management B.V. 0.00% Reduce -41.4% 6,086 $1.4M
Guardian Wealth Management, Inc. 0.95% Reduce -0.1% 6,071 $1.4M
Roundview Capital LLC 0.09% Add +1.3% 5,917 $1.4M
Leavell Investment Management, Inc. 0.07% No change 5,908 $1.4M
Fore Capital, LLC 4.65% New 5,900 $1.4M
1832 Asset Management L.P. 0.00% Reduce -14.8% 5,842 $1.3M
Barnett & Company, Inc. 0.88% Add +0.4% 5,833 $1.3M
Kentucky Retirement Systems 0.04% Reduce -1.4% 5,770 $1.3M
Valeo Financial Advisors, LLC 0.04% Reduce -5.0% 5,713 $1.3M
Prudent Man Advisors, LLC 0.47% Reduce -10.4% 5,634 $1.3M
CCM Investment Group, LLC 0.14% — 5,581 $1.3M
Schroder Investment Management Group 0.00% Reduce -24.6% 5,554 $1.3M
Bridges Investment Management Inc. 0.02% Reduce -0.0% 5,546 $1.3M
Arnhold LLC 0.12% No change 5,526 $1.3M
Montgomery Investment Management Inc. 0.50% Reduce -1.8% 5,510 $1.3M
Tidal Investments LLC 0.01% Add +53.0% 5,473 $1.3M
Greenleaf Trust 0.01% Reduce -2.8% 5,442 $1.2M
Caprock Group, LLC 0.04% Add +30.0% 5,394 $1.2M
Meridian Financial Partners LLC 0.65% Reduce -1.0% 5,377 $1.2M
Principal Securities, Inc. 0.03% Add +8.6% 5,324 $1.2M
Sterling Capital Management LLC 0.02% Add +51.8% 5,198 $1.2M
Hartford Investment Management Co. 0.04% Reduce -1.9% 5,148 $1.2M
Natixis 0.01% Add +29.6% 5,139 $1.2M
Choreo, LLC 0.02% Add +103.7% 5,099 $1.2M
Verition Fund Management LLC 0.01% Reduce -45.8% 5,039 $1.2M
Vontobel Holding Ltd. 0.00% Reduce -74.9% 5,009 $1.1M
Supplemental Annuity Collective Trust of NJ 0.34% No change 5,000 $1.1M
Oak Harvest Investment Services 0.16% Add +25.0% 5,000 $1.1M
Holderness Investments Co. 0.25% Add +4.3% 4,957 $1.1M
44 Wealth Management LLC 0.44% Reduce -5.8% 4,950 $1.1M
Sheaff Brock Investment Advisors, LLC 0.10% Add +0.5% 4,917 $1.1M
Washington Capital Management, Inc. 0.88% Reduce -2.5% 4,875 $1.1M
Praxis Investment Management Inc. 0.07% Add +128.4% 4,820 $1.1M
Stonebridge Capital Advisors LLC 0.09% No change 4,682 $1.1M
Evermay Wealth Management LLC 0.16% Reduce -5.0% 4,665 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -3.1% 4,652 $1.1M
Cooper Financial Group 0.13% Add +1.9% 4,647 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -11.4% 4,642 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -3.8% 4,632 $1.1M
East Coast Asset Management, LLC. 0.35% Reduce -0.6% 4,602 $1.1M
Argent Trust Co 0.04% Reduce -1.7% 4,601 $1.1M
AXS Investments LLC 0.30% New 4,600 $1.1M
Quantum Portfolio Management LLC 0.56% Add +8.9% 4,554 $1.0M
Tower Research Capital LLC (TRC) 0.02% Add +31.4% 4,516 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -4.3% 4,500 $1.0M
Metis Global Partners, LLC 0.03% Add +0.5% 4,454 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -2.2% 4,453 $1.0M
Archer Investment Corp 0.27% No change 4,452 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.5% 4,448 $1.0M
Avior Wealth Management, LLC 0.04% Reduce -4.1% 4,445 $1.0M
Savant Capital, LLC 0.01% Reduce -5.8% 4,440 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% Add +18.2% 4,416 $1.0M
E. Ohman J:or Asset Management AB 0.02% Add +22.2% 4,400 $1.0M
Townsquare Capital LLC 0.01% Add +16.1% 4,396 $1.0M
Blair William & Co. 0.00% Reduce -5.4% 4,363 $1.0M
Brighton Jones LLC 0.03% New 4,321 $991K
Verdence Capital Advisors LLC 0.08% Add +124.5% 4,296 $985K
Alexander Randolph Advisory, Inc. 0.91% Reduce -0.2% 4,266 $978K
Manchester Capital Management LLC 0.11% Add +0.1% 4,195 $962K
Montag & Caldwell, LLC 0.20% Reduce -3.6% 4,179 $958K
Anchor Investment Management, LLC 0.09% Reduce -4.8% 4,066 $932K
Boyar Asset Management Inc. 0.61% Add +0.8% 4,055 $930K
Triangle Securities Wealth Management 0.24% Reduce -1.3% 4,041 $927K
New Mexico Educational Retirement Board 0.03% Reduce -2.4% 4,029 $924K
Vista Investment Management 0.35% Reduce -0.3% 4,022 $922K
Clear Harbor Asset Management, LLC 0.07% Add +1.6% 3,998 $917K
DAVENPORT & Co LLC 0.01% Add +6.1% 3,989 $915K
Vega Investment Solutions 0.75% — 3,966 $909K
Assenagon Asset Management S.A. 0.00% Add +3.2% 3,943 $904K
Capstone Investment Advisors, LLC 0.01% Add +95.8% 3,898 $894K
Grove Bank & Trust 0.12% Add +9.2% 3,882 $890K
Atlas Capital Advisors Inc. 0.11% No change 3,874 $888K
Moneta Group Investment Advisors LLC 0.01% Add +3.4% 3,866 $886K
Insight Inv LLC 0.62% Add +12.3% 3,859 $885K
Wealthspire Advisors, LLC 0.01% Add +6.5% 3,844 $882K
Norinchukin Bank, The 0.02% Add +9.5% 3,832 $879K
Tiaa Trust, National Association 0.00% Add +2.0% 3,787 $868K
Baird Financial Group, Inc. 0.00% Reduce -10.7% 3,785 $868K
Stonebridge Capital Management Inc. 0.35% Reduce -2.6% 3,770 $865K
Country Club Bank 0.06% Reduce -76.1% 3,727 $853K
Advisors Asset Management, Inc. 0.02% Add +43.5% 3,716 $852K
Concourse Financial Group Securities, Inc. 0.05% Add +0.9% 3,491 $846K
Curated Wealth Partners LLC 0.09% Add +6.5% 3,607 $827K
Bessemer Group Inc. 0.00% Add +295.8% 3,483 $799K
Resonant Capital Advisors, LLC 0.06% Add +1.0% 3,442 $789K
Williams Jones Wealth Management, LLC. 0.01% No change 3,410 $782K
Morningstar Investment Services LLC 0.07% Reduce -92.2% 3,403 $780K
Banco BTG Pactual S.A. 0.18% New 3,396 $775K
Investment Advisory Services Inc. /TX 0.27% Reduce -6.2% 3,353 $769K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.7% 3,296 $756K
Avantra Family Wealth, Inc. 0.70% — 3,287 $754K
Intech Investment Management LLC 0.01% Reduce -38.8% 3,220 $738K
Waverly Advisors, LLC 0.01% Reduce -1.2% 3,202 $734K
Intrust Bank NA 0.07% Add +4.8% 3,177 $729K
Inspire Advisors, LLC 0.09% Add +10.3% 3,174 $728K
Norden Group LLC 0.08% Add +21.0% 3,154 $723K
Hartline Investment Corp./ 0.08% No change 3,100 $711K
Farther Finance Advisors, LLC 0.03% Add +122.2% 3,077 $706K
Kestra Private Wealth Services, LLC 0.01% Add +132.6% 3,056 $701K
Chicago Capital, LLC 0.02% Reduce -39.6% 3,054 $700K
Squarepoint Ops LLC 0.00% Reduce -85.8% 3,025 $694K
Empirical Finance, LLC 0.04% Reduce -1.1% 3,021 $693K
Transcend Capital Advisors, LLC 0.05% Add +2.4% 2,990 $686K
Independent Financial Group, LLC 0.02% Add +27.1% 2,956 $678K
Rehmann Capital Advisory Group 0.04% Add +3.3% 2,938 $674K
Cornell Pochily Investment Advisors, Inc. 0.23% Add +2.5% 2,935 $673K
Connecticut Wealth Management, LLC 0.03% Add +3.0% 2,879 $660K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,850 $654K
Cibc World Market Inc. 0.00% Reduce -5.4% 2,849 $653K
First Horizon Advisors, Inc. 0.02% Add +1.1% 2,805 $643K
Rwa Wealth Partners, LLC 0.01% Reduce -5.7% 2,788 $639K
Merit Financial Group, LLC 0.01% New 2,775 $636K
Nomura Holdings Inc. 0.00% New 2,758 $632K
Cresset Asset Management, LLC 0.00% Reduce -67.5% 2,746 $630K
DF Dent & Co. Inc. 0.01% Reduce -38.4% 2,695 $618K
Viawealth, LLC 0.37% Reduce -8.0% 2,680 $615K
Venturi Wealth Management, LLC 0.03% Add +64.3% 2,669 $612K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.2% 2,655 $609K
Duncker Streett & Co. Inc. 0.11% Add +3.9% 2,645 $607K
Bank of Nova Scotia Trust Co. 0.06% No change 2,645 $607K
Jones Financial Companies LLLP 0.00% Add +28.7% 2,620 $601K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -19.5% 2,607 $598K
Allstate Corp. 0.02% New 2,578 $591K
Stonegate Investment Group, LLC 0.02% Add +2.5% 2,570 $589K
CI Investments Inc. 0.00% Reduce -54.7% 2,566 $588K
Barry Investment Advisors, LLC 0.19% Reduce -7.5% 2,554 $586K
Ethic Inc. 0.01% New 2,551 $585K
Independent Advisor Alliance 0.01% Add +25.8% 2,544 $583K
Wealthcare Advisory Partners LLC 0.02% Add +23.9% 2,543 $583K
Sheets Smith Wealth Management 0.07% Reduce -8.7% 2,536 $582K
Hillsdale Investment Management Inc. 0.03% Reduce -22.1% 2,465 $565K
Trust Co. of Vermont 0.03% Reduce -3.4% 2,465 $565K
Forum Financial Management, LP 0.01% Add +93.9% 2,461 $564K
Wealth Advisors of Tampa Bay, LLC 0.24% Reduce -70.8% 2,446 $561K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.4% 2,427 $557K
Canada Pension Plan Investment Board 0.00% Add +52.2% 2,410 $553K
Essex Financial Services, Inc. 0.04% Reduce -4.2% 2,409 $552K
Parisi Gray Wealth Management 0.18% No change 2,402 $551K
Sandhill Capital Partners LLC 0.04% No change 2,400 $550K
Snowden Capital Advisors LLC 0.02% Add +1.6% 2,378 $545K
Raleigh Capital Management Inc. 0.21% Add +0.3% 2,363 $542K
John G Ullman & Associates Inc. 0.08% Reduce -0.6% 2,351 $539K
Optimum Investment Advisors 0.24% No change 2,350 $539K
Webster Bank, N. A. 0.06% Reduce -38.4% 2,343 $537K
HM Payson & Co. 0.01% Reduce -19.0% 2,340 $537K
Twin Capital Management Inc. 0.06% Reduce -1.0% 2,330 $534K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 2,307 $529K
HB Wealth Management, LLC 0.01% Reduce -14.7% 2,301 $528K
ORG Partners LLC 0.07% New 2,298 $527K
Parsons Capital Management Inc. 0.03% Reduce -10.9% 2,272 $521K
J. Safra Sarasin Holding AG 0.01% Reduce -70.8% 2,263 $519K
Gateway Investment Advisers LLC 0.01% Reduce -44.5% 2,254 $517K
Integrated Wealth Concepts LLC 0.01% Reduce -55.1% 2,250 $516K
Glenview Trust Co 0.01% Reduce -30.1% 2,240 $514K
V-Square Quantitative Management LLC 0.07% Reduce -5.2% 2,192 $503K
Coldstream Capital Management Inc. 0.01% Reduce -16.8% 2,186 $501K
Tempus Wealth Planning, LLC 0.15% Add +9.6% 2,180 $500K
GAMMA Investing LLC 0.04% Add +35.1% 2,163 $496K
Hazlett, Burt & Watson, Inc. 0.22% No change 2,151 $494K
Wahed Invest LLC 0.08% Add +5.3% 2,147 $492K
Peak Asset Management, LLC 0.09% No change 2,117 $485K
Oppenheimer & Co. Inc. 0.01% Reduce -17.6% 2,107 $483K
GF Fund Management Co. LTD. 0.01% — 2,097 $481K
First Manhattan Co. Llc. 0.00% No change 2,090 $479K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -55.4% 2,090 $479K
Bryn Mawr Trust Advisors, LLC 0.03% Add +109.3% 2,070 $475K
Erste Asset Management GmbH 0.01% Add +2.0% 2,052 $473K
St. James Investment Company, LLC 0.08% Add +17.8% 2,056 $471K
William Blair Investment Management, LLC 0.00% No change 2,051 $470K
Arkadios Wealth Advisors 0.03% Add +27.7% 2,041 $468K
Fisher Asset Management 0.00% Add +62.8% 2,033 $466K
Simon Quick Advisors, LLC 0.03% New 2,022 $464K
NorthCoast Asset Management LLC 0.00% New 2,018 $463K
Thoroughbred Financial Services, LLC 0.03% Add +33.2% 2,019 $462K
McElhenny Sheffield Capital Management, LLC 0.15% Add +0.1% 2,011 $461K
S.A. Mason LLC 0.24% No change 2,000 $459K
Monetary Management Group Inc. 0.12% No change 2,000 $459K
BlackDiamond Wealth Management, LLC 0.26% Reduce -10.5% 1,992 $457K
Aptus Capital Advisors, LLC 0.01% Add +3.2% 1,981 $454K
Siemens Fonds Invest GmbH 0.05% No change 1,983 $454K
WESCAP Management Group, Inc. 0.11% No change 1,965 $451K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -52.6% 1,948 $447K
Keybank National Association 0.00% Add +10.3% 1,945 $446K
Pallas Capital Advisors LLC 0.02% Add +0.3% 1,928 $442K
Grandview Asset Management LLC 0.16% New 1,862 $427K
Klingenstein Fields & Co. LP 0.02% Reduce -4.3% 1,846 $423K
Whittier Trust Co. 0.01% Add +37.3% 1,841 $422K
Gilman Hill Asset Management, LLC 0.07% No change 1,828 $419K
Harbor Investment Advisory, LLC 0.04% No change 1,828 $419K
Douglass Winthrop Advisors, LLC 0.01% Add +1.4% 1,815 $416K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.1% 1,811 $415K
Atria Wealth Solutions, Inc. 0.00% Reduce -3.6% 1,781 $408K
Old National Bancorp 0.01% Reduce -7.7% 1,734 $398K
Colonial Trust Co / SC 0.06% Add +3.2% 1,722 $395K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -87.4% 1,681 $385K
Freedom Investment Management, Inc. 0.03% New 1,654 $379K
Sfmg, LLC 0.03% Reduce -2.0% 1,649 $378K
E Fund Management Co., Ltd. 0.02% Add +75.1% 1,644 $377K
Carnegie Investment Counsel 0.01% No change 1,633 $374K
Welch & Forbes LLC 0.00% Add +7.2% 1,630 $374K
Vestcor Inc 0.01% Reduce -0.2% 1,628 $373K
Belpointe Asset Management LLC 0.02% Reduce -3.7% 1,606 $369K
Bleakley Financial Group, LLC 0.01% Reduce -0.4% 1,603 $368K
Eagle Rock Investment Company, LLC 0.06% Add +1.0% 1,585 $363K
Ables, Iannone, Moore & Associates, Inc. 0.22% Reduce -4.6% 1,550 $356K
Canada Post Corp Registered Pension Plan 0.02% — 1,553 $356K
Hutchens & Kramer Investment Management Group, LLC 0.19% No change 1,547 $355K
CreativeOne Wealth, LLC 0.01% Add +2.5% 1,526 $350K
Modera Wealth Management, LLC 0.00% Add +4.8% 1,521 $349K
Mill Creek Capital Advisors, LLC 0.01% New 1,514 $347K
HighPoint Advisor Group LLC 0.02% Add +8.6% 1,408 $345K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.5% 1,503 $345K
GeoWealth Management, LLC 0.01% Add +167.2% 1,499 $344K
Hilltop Holdings Inc. 0.02% Add +2.0% 1,482 $340K
Vident Advisory, LLC 0.01% Reduce -0.3% 1,477 $339K
White Pine Capital LLC 0.11% Add +0.4% 1,475 $338K
Coastal Bridge Advisors, LLC 0.08% No change 1,468 $337K
Jain Global LLC 0.01% — 1,467 $336K
Pettyjohn, Wood & White, Inc. 0.06% No change 1,450 $333K
Marble Harbor Investment Counsel, LLC 0.04% No change 1,437 $330K
Hara Capital LLC 0.21% No change 1,430 $328K
Parallel Advisors, LLC 0.01% Reduce -4.0% 1,402 $322K
Frontier Capital Management Co. LLC 0.00% Add +9.6% 1,390 $319K
Formidable Asset Management, LLC 0.05% No change 1,389 $319K
Northcape Wealth Management, LLC 0.10% No change 1,382 $317K
Compass Wealth Management LLC 0.08% No change 1,379 $316K
New Century Financial Group, LLC 0.13% Add +2.6% 1,369 $314K
Keeley-Teton Advisors, LLC 0.04% Reduce -9.2% 1,360 $312K
Ulland Investment Advisors, LLC 0.21% Reduce -0.7% 1,358 $311K
Private Trust Co. NA 0.03% Add +1.0% 1,356 $311K
Choate Investment Advisors 0.01% Add +7.9% 1,341 $308K
Synovus Financial Corp. 0.00% Reduce -6.2% 1,340 $307K
Impact Capital Partners LLC 0.11% — 1,333 $306K
EP Wealth Advisors, LLC 0.00% Reduce -6.4% 1,329 $305K
Caxton Associates LP 0.01% New 1,323 $303K
Everpar Advisors LLC 0.15% Add +12.4% 1,319 $302K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.8% 1,305 $299K
Physicians Financial Services, Inc. 0.09% New 1,302 $299K
Redwood Investment Management, LLC 0.03% Reduce -93.7% 1,299 $298K
Atlantic Union Bankshares Corp 0.02% No change 1,298 $298K
Skba Capital Management LLC 0.05% No change 1,295 $297K
Fulton Bank, N.A. 0.01% Reduce -10.4% 1,290 $296K
Belfer Management LLC 4.68% No change 1,316 $294K
Panagora Asset Management Inc. 0.00% Reduce -49.9% 1,281 $294K
Advisors Capital Management, LLC 0.00% Reduce -0.3% 1,278 $293K
Harbour Investments, Inc. 0.01% Reduce -0.6% 1,275 $292K
Moss Adams Wealth Advisors LLC 0.03% Reduce -3.0% 1,273 $292K
Vise Technologies, Inc. 0.02% New 1,269 $291K
Stratos Wealth Partners, LTD. 0.00% Add +11.8% 1,268 $291K
Huntington National Bank 0.00% Add +12.7% 1,261 $289K
Chatham Capital Group, Inc. 0.05% Add +0.1% 1,258 $288K
Prospera Financial Services Inc 0.01% Add +10.8% 1,257 $288K
Essex Bank 0.07% Add +1.1% 1,256 $288K
Womack Financial LLC 0.26% — 1,255 $288K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 1,243 $285K
Institute for Wealth Management, LLC. 0.04% Reduce -1.8% 1,237 $284K
Mufg Securities Americas Inc. 0.04% — 1,235 $283K
Ritholtz Wealth Management 0.01% New 1,225 $281K
Trust Point Inc. 0.02% Reduce -1.4% 1,222 $280K
CW Advisors, LLC 0.00% Reduce -72.5% 1,220 $280K
Ipswich Investment Management Co., Inc. 0.07% Reduce -14.1% 1,220 $280K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.3% 1,217 $279K
Johnson Investment Counsel Inc. 0.00% Add +0.1% 1,216 $279K
Carr Financial Group Corp 0.09% Add +0.3% 1,212 $278K
Evergreen Capital Management LLC 0.01% Add +0.3% 1,203 $276K
Strategic Investment Advisors / MI 0.03% Add +1.9% 1,194 $274K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -6.8% 1,192 $273K
Ingalls & Snyder LLC 0.01% Reduce -2.8% 1,189 $273K
Crestwood Advisors Group, LLC 0.01% Add +26.4% 1,179 $270K
Cohen & Steers, Inc. 0.00% Add +5.4% 1,177 $270K
Profund Advisors LLC 0.01% Reduce -15.3% 1,177 $270K
Wealth Alliance, LLC 0.03% Reduce -0.2% 1,173 $269K
AE Wealth Management LLC 0.00% New 1,160 $266K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 1,158 $266K
AXA S.A. 0.00% Reduce -21.9% 1,158 $266K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 1,154 $265K
Morningstar Investment Management LLC 0.02% No change 1,150 $264K
Horizon Investments, LLC 0.01% Add +0.8% 1,148 $263K
Covenant Partners, LLC 0.08% Reduce -1.0% 1,145 $263K
Stephens Inc. 0.00% Reduce -5.6% 1,139 $261K
Pitcairn Co. 0.02% New 1,138 $261K
Level Four Advisory Services, LLC 0.01% Add +0.2% 1,136 $261K
Ballentine Partners, LLC 0.00% Add +1.9% 1,133 $260K
Foundations Investment Advisors, LLC 0.01% Add +4.9% 1,131 $259K
Chesapeake Wealth Management 0.09% Reduce -2.2% 1,120 $257K
Pinnacle Bancorp, Inc. 0.08% New 1,118 $256K
Sunpointe, LLC 0.13% Reduce -3.0% 1,114 $255K
Satovsky Asset Management LLC 0.06% Add +0.3% 1,112 $255K
Chilton Investment Co. Inc. 0.01% No change 1,092 $250K
Apollon Wealth Management, LLC 0.01% New 1,085 $249K
Evercore Wealth Management, LLC 0.00% No change 1,070 $245K
Tradewinds, LLC. 0.07% New 998 $244K
Pinnacle Associates Ltd. 0.00% New 1,060 $243K
Trust Asset Management LLC 0.02% No change 1,029 $236K
Integrated Investment Consultants, LLC 0.05% New 1,025 $235K
Man Group plc 0.00% Reduce -87.4% 1,016 $233K
Marcum Wealth, LLC 0.02% Reduce -2.3% 1,015 $233K
Rice Partnership, LLC 0.04% No change 1,006 $231K
ABLE Financial Group, LLC 0.07% No change 1,000 $229K
VeraBank, N.A. 0.06% No change 1,000 $229K
NTV Asset Management LLC 0.03% No change 1,000 $229K
Tompkins Financial Corp. 0.02% No change 1,000 $229K
Atwood & Palmer Inc. 0.02% No change 1,000 $229K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,000 $229K
PFG Investments, LLC 0.01% No change 998 $229K
Syon Capital LLC 0.02% New 995 $228K
Brave Asset Management Inc. 0.07% No change 995 $228K
Linden Thomas Advisory Services, LLC 0.03% Reduce -1.5% 991 $227K
Checchi Capital Advisers, LLC 0.02% No change 987 $226K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +5.9% 986 $226K
Franklin Street Advisors Inc. 0.01% Add +0.1% 984 $226K
CENTRAL TRUST Co 0.01% Add +7.3% 982 $225K
Lodestar Private Asset Management LLC 0.03% No change 981 $225K
SageView Advisory Group, LLC 0.01% New 978 $224K
GPS Wealth Strategies Group, LLC 0.03% Reduce -4.5% 974 $223K
Shell Asset Management Co. 0.01% Add +2.9% 973 $223K
Hall Laurie J Trustee 0.07% No change 965 $222K
Resources Management Corp. /CT/ 0.03% No change 970 $222K
SG Americas Securities, LLC 0.00% Reduce -98.9% 967 $222K
NEOS Investment Management LLC 0.01% Reduce -0.7% 966 $222K
Tiemann Investment Advisors, LLC 0.10% Reduce -0.1% 963 $221K
Auxier Asset Management LLC 0.03% No change 955 $219K
TD Waterhouse Canada Inc. 0.00% Add +60.2% 950 $218K
Live Oak Private Wealth LLC 0.04% Reduce -5.1% 949 $218K
Claro Advisors Inc. 0.03% Reduce -23.7% 945 $217K
Exchange Traded Concepts, LLC 0.00% Reduce -4.5% 945 $217K
Pure Financial Advisors, LLC 0.00% Reduce -6.6% 944 $216K
CX Institutional 0.01% New 935 $214K
Clarius Group, LLC 0.01% New 934 $214K
Commerzbank Aktiengesellschaft 0.01% New 920 $211K
Meeder Advisory Services, Inc. 0.01% New 912 $209K
HBK Sorce Advisory LLC 0.01% Reduce -1.8% 910 $209K
Parallax Volatility Advisers, L.P. 0.01% Reduce -58.1% 900 $206K
Ramirez Asset Management, Inc. 0.04% No change 896 $205K
Thomasville National Bank 0.01% Reduce -3.3% 892 $205K
Cidel Asset Management Inc. 0.01% New 892 $205K
Campbell & CO Investment Adviser LLC 0.02% Reduce -95.1% 891 $204K
Wedmont Private Capital 0.01% New 876 $203K
Petrus Trust Company, LTA 0.02% New 886 $203K
Jackson Hole Capital Partners, LLC 0.04% Reduce -4.9% 875 $201K
McGlone Suttner Wealth Management, Inc. 0.03% New 872 $200K
Clean Yield Group 0.06% No change 859 $197K
Headlands Technologies LLC 0.02% New 834 $191K
Mather Group, Llc. 0.00% Add +55.0% 817 $187K
Ameritas Investment Partners, Inc. 0.01% Reduce -8.1% 815 $187K
Lindbrook Capital, LLC 0.02% Reduce -2.0% 800 $183K
Covestor Ltd 0.11% Reduce -9.1% 792 $182K
Hilltop National Bank 0.05% No change 761 $175K
Elevation Wealth Partners, LLC 0.07% No change 760 $174K
Steward Partners Investment Advisory, LLC 0.00% Add +13.3% 733 $168K
Arax Advisory Partners 0.01% Add +9.3% 714 $164K
Allworth Financial LP 0.00% Add +43.1% 631 $153K
Hanson & Doremus Investment Management 0.02% Add +5.1% 657 $151K
Brown Brothers Harriman & Co. 0.00% Add +46.4% 653 $150K
Brooklyn Investment Group 0.04% Add +12.8% 651 $149K
Spire Wealth Management 0.00% New 639 $147K
Global Retirement Partners, LLC 0.00% Reduce -14.4% 635 $146K
Indiana Trust & Investment Management Co 0.05% No change 609 $140K
Natixis Investment Managers International 0.01% No change 596 $137K
Signaturefd, LLC 0.00% Add +9.7% 588 $135K
Blue Trust, Inc. 0.00% Reduce -35.7% 579 $133K
Parkside Financial Bank & Trust 0.02% Reduce -4.0% 571 $131K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -15.3% 552 $127K
Richards, Merrill & Peterson, Inc. 0.06% — 519 $119K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +25.4% 494 $113K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -97.3% 465 $107K
Quadrant Capital Group LLC 0.01% Add +4.3% 465 $107K
Smithfield Trust Co 0.01% No change 467 $106K
Beacon Capital Management, LLC 0.01% Reduce -1.9% 453 $104K
Smartleaf Asset Management LLC 0.01% Add +57.6% 427 $98K
North Star Investment Management Corp. 0.01% Add +3.7% 394 $90K
UMB Bank, n.a. 0.00% Add +3.5% 388 $89K
PSI Advisors, LLC 0.03% Add +0.3% 370 $85K
State of Wyoming 0.01% Reduce -82.2% 363 $83K
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.4% 354 $81K
IFP Advisors, Inc 0.00% Add +278.5% 352 $81K
Sentry Investment Management LLC 0.04% Reduce -14.0% 337 $77K
Brown, Lisle/Cummings, Inc. 0.02% No change 300 $69K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.7% 266 $67K
Federated Hermes, Inc. 0.00% Reduce -4.3% 288 $66K
Banque Transatlantique SA 0.00% — 288 $66K
Atticus Wealth Management, LLC 0.02% No change 276 $63K
Marshall & Sterling Wealth Advisors Inc. 0.04% — 275 $63K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 250 $62K
LRI Investments, LLC 0.01% Reduce -4.6% 267 $61K
Bruce G. Allen Investments, LLC 0.05% Reduce -1.5% 264 $61K
Transamerica Financial Advisors, LLC 0.01% Add +1506.3% 257 $59K
Ancora Advisors LLC 0.00% Add +3.3% 250 $57K
Farmers & Merchants Investments Inc. 0.00% No change 245 $56K
Carolinas Wealth Consulting LLC 0.01% Add +3.9% 241 $55K
Kohmann Bosshard Financial Services, LLC 0.01% New 240 $55K
Fairscale Capital, LLC 0.05% No change 238 $55K
CoreCap Advisors, LLC 0.00% Add +4.0% 233 $53K
Deseret Mutual Benefit Administrators 0.03% Add +28.2% 232 $53K
Crews Bank & Trust 0.01% — 230 $53K
SBI Securities Co., Ltd. 0.00% — 228 $52K
Bellevue Group AG 0.00% Add +4.8% 216 $50K
Penserra Capital Management LLC 0.00% Add +6966.7% 212 $48K
Versant Capital Management, Inc 0.01% Add +1193.8% 207 $47K
Oakworth Capital, Inc. 0.00% No change 206 $47K
Hexagon Capital Partners LLC 0.01% Reduce -25.2% 196 $45K
Painted Porch Advisors LLC 0.02% No change 180 $41K
Westpac Banking Corp. 0.00% Reduce -97.1% 179 $41K
Concord Wealth Partners 0.01% No change 172 $39K
Tradewinds Capital Management, LLC 0.01% No change 170 $39K
Human Investing LLC 0.01% New 169 $39K
Cromwell Holdings LLC 0.02% No change 168 $39K
Geneos Wealth Management Inc. 0.00% New 168 $39K
Quent Capital, LLC 0.00% Add +1.2% 167 $38K
Riverview Trust Co 0.03% Reduce -1.8% 166 $38K
Cape Investment Advisory, Inc. 0.01% Add +7.0% 152 $35K
Eagle Bay Advisors LLC 0.02% No change 150 $34K
Mascoma Wealth Management LLC 0.01% No change 150 $34K
Kennebec Savings Bank 0.03% Reduce -22.3% 146 $34K
Pathway Financial Advisers, LLC 0.01% Add +0.7% 138 $31K
Hemington Wealth Management 0.01% Add +13.1% 138 $31K
Financial Gravity Companies, Inc. 0.01% Add +294.1% 134 $31K
Fortitude Family Office, LLC 0.01% Add +312.5% 132 $30K
Foster Dykema Cabot & Partners, LLC 0.00% No change 127 $29K
SouthState Bank Corp 0.00% No change 125 $29K
Park Place Capital Corp 0.01% No change 116 $27K
Graney & King, LLC 0.02% — 114 $26K
Peoples Bank 0.02% No change 113 $26K
Frazier Financial Advisors, LLC 0.02% No change 103 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 101 $23K
Orion Capital Management LLC 0.01% New 100 $23K
Old Second National Bank of Aurora 0.01% No change 100 $23K
TFC Financial Management, Inc. 0.00% No change 99 $23K
Darwin Wealth Management, LLC 0.01% Add +224.1% 94 $22K
MCF Advisors LLC 0.00% No change 93 $21K
YANKCOM Partnership 0.01% — 92 $21K
Abound Wealth Management 0.01% Reduce -5.3% 90 $21K
Princeton Global Asset Management LLC 0.00% Reduce -39.5% 89 $20K
Leonteq Securities AG 0.00% Add +4300.0% 88 $20K
Zions Bancorporation, N.A. 0.00% Reduce -6.4% 88 $20K
WASHINGTON TRUST Co 0.00% Add +26.1% 82 $19K
Bradley & Co. Private Wealth Management, LLC 0.01% — 80 $18K
Centerpoint Advisors, LLC 0.01% No change 80 $18K
MV Capital Management, Inc. 0.00% Add +4.3% 73 $17K
Cullen/Frost Bankers, Inc. 0.00% Reduce -30.1% 72 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 66 $15K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -71.0% 65 $15K
REAP Financial Group, LLC 0.00% No change 64 $15K
Allianz SE 0.00% Reduce -68.5% 63 $14K
GW&K Investment Management, LLC 0.00% Add +3.5% 60 $14K
Global X Japan Co., Ltd. 0.00% Add +17.6% 60 $14K
Coastline Trust Co 0.00% No change 60 $14K
Caldwell Trust Co 0.00% No change 60 $14K
Golden State Wealth Management, LLC 0.00% — 59 $14K
Private Wealth Management Group, LLC 0.01% Add +9.3% 59 $14K
CNB Bank 0.01% No change 58 $13K
Medallion Wealth Advisors, LLC 0.01% — 55 $13K
Larson Financial Group LLC 0.00% Add +33.3% 52 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -31.4% 48 $11K
Prestige Wealth Management Group LLC 0.00% Reduce -7.7% 48 $11K
Hantz Financial Services, Inc. 0.00% Add +525.0% 50 $11K
Fairway Wealth LLC 0.00% New 47 $11K
Johnson Financial Group, Inc. 0.00% Reduce -98.7% 43 $11K
Atlatl Advisers LLC 0.01% — 43 $10K
Elequin Capital, LP 0.00% New 43 $10K
Sachetta, LLC 0.00% Add +14.3% 40 $9K
NFSG Corp 0.00% New 40 $9K
Capital Advisors, Ltd. LLC 0.00% Add +7.9% 41 $9K
Cornerstone Planning Group LLC 0.00% Add +12.5% 36 $9K
Capital & Planning, LLC 0.01% — 39 $9K
Raffa Wealth Management, LLC 0.00% Reduce -5.0% 38 $9K
BOK Financial Private Wealth, Inc. 0.00% No change 37 $8K
West Paces Advisors Inc. 0.00% No change 35 $8K
Ameriflex Group, Inc. 0.00% — 32 $8K
Meeder Asset Management Inc. 0.00% Reduce -97.9% 34 $8K
Centennial Bank 0.00% New 33 $8K
Continuum Advisory, LLC 0.00% Add +10.3% 32 $7K
Kestra Investment Management, LLC 0.00% New 31 $7K
CVA Family Office, LLC 0.00% Add +154.6% 28 $6K
Rothschild Investment LLC 0.00% Add +17.4% 27 $6K
St Germain D J Co. Inc. 0.00% No change 27 $6K
Coston, McIsaac & Partners 0.00% No change 28 $6K
First Financial Corp. 0.00% No change 26 $6K
Iron Horse Wealth Management, LLC 0.00% No change 26 $6K
Nemes Rush Group LLC 0.00% New 25 $6K
Plante Moran Financial Advisors, LLC 0.00% New 24 $6K
Holos Integrated Wealth LLC 0.00% — 22 $5K
Hoey Investments, Inc. 0.00% Reduce -16.0% 21 $5K
Glen Eagle Advisors, LLC 0.00% No change 20 $5K
Sierra Ocean, LLC 0.00% — 20 $5K
Cetera Trust Company, N.A 0.00% No change 20 $5K
First United Bank & Trust 0.00% Reduce -33.3% 20 $5K
Strategic Investment Solutions, Inc. 0.00% No change 18 $4K
Creekmur Asset Management LLC 0.00% Reduce -50.0% 18 $4K
Bell Investment Advisors, Inc 0.00% Reduce -10.5% 17 $4K
Wingate Wealth Advisors, Inc. 0.00% — 17 $4K
SRH Advisors, LLC 0.00% No change 17 $4K
Heritage Wealth Advisors 0.00% Add +21.4% 17 $4K
Retirement Wealth Solutions LLC 0.00% — 17 $4K
High Note Wealth, LLC 0.00% New 14 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 14 $3K
Avion Wealth 0.00% Add +33.3% 16 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 13 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $3K
Bangor Savings Bank 0.00% No change 13 $3K
Dunhill Financial, LLC 0.00% Add +62.5% 13 $3K
Whipplewood Advisors, LLC 0.00% — 11 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 11 $3K
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 10 $2K
Decker Retirement Planning Inc. 0.00% — 9 $2K
Sunbelt Securities, Inc. 0.00% No change 9 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 8 $2K
Bogart Wealth, LLC 0.00% Add +75.0% 7 $2K
Stephens Consulting, LLC 0.00% No change 7 $2K
Valued Wealth Advisors LLC 0.00% Add +50.0% 6 $1K
True Wealth Design, LLC 0.00% Reduce -96.8% 6 $1K
HHM Wealth Advisors, LLC 0.00% New 6 $1K
Albion Financial Group 0.00% New 6 $1K
Plato Investment Management Ltd 0.00% No change 5 $1K
WPG Advisers, LLC 0.00% — 5 $1K
Rakuten Securities, Inc. 0.00% New 5 $1K
AdvisorNet Financial, Inc 0.00% Reduce -44.4% 5 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 4 $917
WR Wealth Planners, LLC 0.00% New 4 $917
BankPlus Trust Department 0.00% — 4 $917
Winch Advisory Services, LLC 0.00% New 3 $690
MPWM Advisory Solutions, LLC 0.00% — 3 $688
Aspect Partners, LLC 0.00% No change 3 $688
Aventura Private Wealth, LLC 0.00% — 3 $688
Global Financial Private Client, LLC 0.00% New 3 $688
Cherry Tree Wealth Management, LLC 0.00% New 3 $688
Parkworth Wealth Management, Inc. 0.00% — 2 $459
Principia Wealth Advisory, LLC 0.00% — 2 $459
Core Alternative Capital 0.00% No change 2 $459
Country Trust Bank 0.00% No change 2 $459
Winnacle Wealth LLC 0.00% — 2 $336
Sugar Maple Asset Management, LLC 0.00% New 1 $229
Nvwm, LLC 0.00% No change 1 $229
Activest Wealth Management 0.00% New 1 $229
WestEnd Advisors, LLC 0.00% No change 1 $229
Financial Management Professionals, Inc. 0.00% Reduce -91.7% 1 $229
AlphaQuest LLC 0.00% Reduce -66.7% 1 $229

"% of holder's portfolio" is LH's weight in each manager's 13F, not the share of Labcorp Holdings Inc. the manager owns.