LPL Financial HoldingsLPLA
13F holders, Q1 2024 (March 31)648holders
10famous investors
$264.14avg. 13F price*
At the end of Q1 2024, 648 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock Inc. ($1.6B) and FMR LLC ($836.3M). 10 famous investors held it, including Stephen Mandel (3.5% of Lone Pine Capital's portfolio), Lee Ainslie (1.7% of Maverick Capital's portfolio) and Tom Gayner (1.2% of Markel Group's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $228.2M |
| Exits | 64 | $136.1M |
Ownership 648 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.3% | 7,046,946 | $1.9B |
| BlackRock Inc. | 0.04% | Add +1.9% | 6,077,311 | $1.6B |
| FMR LLC | 0.06% | Add +13.1% | 3,165,283 | $836.3M |
| Janus Henderson Group PLC | 0.37% | Reduce -9.4% | 2,575,715 | $680.5M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -3.3% | 2,374,801 | $627.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.44% | Add +7.4% | 2,356,551 | $622.6M |
| Boston Partners | 0.56% | Add +71.9% | 1,765,230 | $466.4M |
| State Street Corp. | 0.02% | Reduce -3.3% | 1,709,997 | $451.8M |
| WCM Investment Management, LLC | 1.07% | Add +0.1% | 1,697,064 | $448.4M |
| Lone Pine Capital | 3.51% | Reduce -8.4% | 1,685,070 | $445.2M |
| Capital Research Global Investors | 0.10% | Reduce -27.7% | 1,597,136 | $422.0M |
| Geode Capital Management, LLC | 0.03% | Add +1.3% | 1,368,673 | $361.1M |
| Clarkston Capital Partners, LLC | 6.21% | Reduce -1.5% | 1,333,373 | $352.3M |
| Morgan Stanley | 0.03% | Add +142.9% | 1,275,896 | $337.1M |
| Samlyn Capital, LLC | 5.08% | Reduce -7.4% | 1,106,080 | $292.2M |
| TD Asset Management Inc | 0.27% | Add +33.2% | 1,103,655 | $291.6M |
| Bank of New York Mellon Corp | 0.05% | Add +2.5% | 970,749 | $256.5M |
| JPMorgan Chase & Co. | 0.02% | Add +6.2% | 966,499 | $255.3M |
| D. E. Shaw & Co. | 0.35% | Reduce -5.3% | 946,039 | $249.9M |
| Epoch Investment Partners, Inc. | 1.09% | Add +19.8% | 927,369 | $245.0M |
| Norges Bank | 0.04% | Add +4.3% | 919,122 | $242.8M |
| Massachusetts Financial Services Co. | 0.06% | Add +36.2% | 794,610 | $209.9M |
| Canada Pension Plan Investment Board | 0.22% | Add +12.7% | 783,777 | $207.1M |
| Eminence Capital, LP | 3.57% | Reduce -8.0% | 735,866 | $194.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.6% | 722,187 | $190.8M |
| Darlington Partners Capital Management, LP | 10.84% | No change | 715,014 | $188.9M |
| Eagle Asset Management Inc. | 0.94% | Reduce -3.4% | 694,822 | $185.1M |
| Millennium Management | 0.15% | Reduce -46.8% | 637,797 | $168.5M |
| Voya Investment Management LLC | 0.19% | Reduce -15.0% | 636,536 | $167.9M |
| Manufacturers Life Insurance Company, The | 0.15% | Add +492.2% | 590,420 | $156.0M |
| Bank of America Corp. | 0.01% | Add +4.8% | 572,130 | $151.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +1.2% | 543,035 | $143.5M |
| SurgoCap Partners LP | 7.40% | Reduce -9.5% | 521,931 | $137.9M |
| Fairview Capital Investment Management, LLC | 7.43% | Reduce -0.7% | 498,919 | $131.8M |
| Wells Fargo & Company | 0.03% | Add +2.0% | 486,155 | $128.4M |
| First Pacific Advisors, LP | 1.74% | Reduce -0.1% | 459,822 | $121.5M |
| Markel Group | 1.18% | Add +6.5% | 454,291 | $120.0M |
| ArrowMark Colorado Holdings LLC | 1.34% | Reduce -4.8% | 452,938 | $119.7M |
| Northern Trust Corp. | 0.02% | Reduce -4.1% | 446,876 | $118.1M |
| Junto Capital Management LP | 2.56% | Reduce -14.9% | 437,674 | $115.6M |
| Agf Management Ltd. | 0.63% | Add +13.9% | 426,511 | $112.7M |
| Azora Capital LP | 8.00% | Add +27.5% | 416,556 | $110.1M |
| Invesco Ltd. | 0.02% | Add +31.6% | 415,932 | $109.9M |
| Alliancebernstein L.P. | 0.04% | Reduce -4.4% | 386,530 | $102.1M |
| Westfield Capital Management Co. LP | 0.53% | Reduce -10.2% | 385,227 | $101.8M |
| Raymond James & Associates | 0.07% | Add +2.2% | 373,968 | $98.8M |
| HMI Capital Management, L.P. | 3.61% | New | 371,343 | $98.1M |
| Legal & General Group Plc | 0.03% | Reduce -1.6% | 354,574 | $93.7M |
| Jacobs Levy Equity Management, Inc. | 0.40% | Reduce -29.0% | 340,522 | $90.0M |
| Maverick Capital | 1.69% | Reduce -31.9% | 330,432 | $87.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.7% | 327,352 | $86.5M |
| Citadel Advisors | 0.08% | Add +13.6% | 319,952 | $84.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.4% | 315,960 | $83.5M |
| American Century Companies Inc. | 0.05% | Add +0.6% | 312,625 | $82.6M |
| North Peak Capital Management, LLC | 9.04% | Add +36.4% | 307,879 | $81.3M |
| Franklin Resources Inc. | 0.03% | Add +13.0% | 304,047 | $80.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.4% | 300,525 | $79.4M |
| Coronation Fund Managers Ltd. | 2.14% | Add +159.5% | 298,178 | $78.8M |
| HSBC Holdings PLC | 0.06% | Reduce -5.7% | 294,326 | $77.8M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -10.6% | 287,071 | $75.8M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -59.4% | 283,813 | $75.0M |
| Aberdeen Group plc | 0.14% | Reduce -0.5% | 275,441 | $72.8M |
| Qube Research & Technologies Ltd | 0.12% | Add +38.0% | 256,531 | $67.8M |
| Employees Retirement System of Texas | 0.71% | No change | 246,000 | $65.0M |
| Primecap Management Co. | 0.05% | Add +56.3% | 234,400 | $61.9M |
| Gilder Gagnon Howe & Co. LLC | 0.77% | Reduce -0.1% | 234,326 | $61.9M |
| Deutsche Bank AG | 0.03% | Reduce -19.8% | 219,468 | $58.0M |
| Macquarie Group Ltd. | 0.07% | Add +817.8% | 218,115 | $57.6M |
| HM Payson & Co. | 0.96% | Add +105.1% | 195,128 | $51.6M |
| Jackson Square Partners, LLC | 2.13% | Add +21.5% | 193,966 | $51.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -9.1% | 187,783 | $49.6M |
| Trillium Asset Management, LLC | 1.24% | Reduce -2.6% | 184,672 | $48.8M |
| Commerce Bank | 0.32% | Reduce -0.1% | 183,513 | $48.5M |
| Wellington Management Group LLP | 0.01% | Reduce -14.5% | 178,747 | $47.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -20.3% | 176,024 | $46.5M |
| Bank of Montreal | 0.01% | Add +106.8% | 170,165 | $45.7M |
| Royal Bank of Canada | 0.01% | Reduce -32.9% | 172,093 | $45.5M |
| Panagora Asset Management Inc. | 0.24% | Add +0.0% | 171,526 | $45.3M |
| Truist Financial Corp. | 0.07% | Add +26.3% | 164,202 | $43.4M |
| Waratah Capital Advisors Ltd. | 2.17% | Add +6.7% | 160,391 | $42.4M |
| Family Wealth Partners, LLC | 22.00% | Add +108.4% | 146,940 | $38.8M |
| Stifel Financial Corp. | 0.04% | Add +44.7% | 141,740 | $37.4M |
| California Public Employees Retirement System | 0.03% | Reduce -3.3% | 140,118 | $37.0M |
| Castle Hook Partners LP | 1.26% | New | 131,637 | $34.8M |
| Pinebridge Investments, L.P. | 0.26% | Add +0.6% | 122,284 | $32.3M |
| Baron Capital (BAMCO) | 0.09% | Add +7.2% | 122,038 | $32.2M |
| National Bank of Canada | 0.06% | Add +421.8% | 119,772 | $32.2M |
| California State Teachers Retirement System | 0.04% | Add +0.8% | 121,566 | $32.1M |
| Man Group plc | 0.09% | Add +29.6% | 119,339 | $31.5M |
| National Pension Service | 0.04% | Add +1.1% | 115,400 | $30.5M |
| Southpoint Capital Advisors LP | 0.60% | Reduce -39.5% | 115,000 | $30.4M |
| Credit Suisse AG/ | 0.03% | Reduce -11.8% | 114,521 | $30.3M |
| Sei Investments Co. | 0.04% | Add +23.4% | 113,254 | $29.9M |
| Artemis Investment Management LLP | 0.38% | Add +0.3% | 110,904 | $29.3M |
| Brandywine Global Investment Management, LLC | 0.21% | Add +57.0% | 109,929 | $29.0M |
| Rhumbline Advisers | 0.03% | Reduce -1.8% | 108,639 | $28.7M |
| Cibc World Markets Corp. | 0.17% | Add +4579.9% | 98,653 | $26.1M |
| Renaissance Technologies | 0.04% | Reduce -48.8% | 94,100 | $24.9M |
| Heron Bay Capital Management | 5.04% | Reduce -4.6% | 89,929 | $23.8M |
| LPL Financial LLC | 0.01% | Add +10.7% | 88,576 | $23.4M |
| Amundi | 0.01% | Reduce -35.3% | 87,926 | $22.8M |
| Brown Brothers Harriman & Co. | 0.16% | Add +37.3% | 80,934 | $21.4M |
| Comerica Bank | 0.09% | Reduce -3.7% | 79,043 | $20.9M |
| Danske Bank A/S | 0.06% | — | 77,675 | $20.5M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 76,786 | $20.3M |
| Reinhart Partners, Llc. | 0.82% | Add +1.6% | 75,835 | $20.0M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -36.0% | 75,248 | $19.9M |
| UBS Group AG | 0.01% | Add +41.9% | 74,675 | $19.7M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +8.8% | 95,589 | $19.3M |
| Barclays PLC | 0.01% | Reduce -17.8% | 69,465 | $18.4M |
| Aviva PLC | 0.06% | Reduce -7.3% | 68,873 | $18.2M |
| Toronto Dominion Bank | 0.03% | Add +584.7% | 67,213 | $17.8M |
| Iridian Asset Management LLC | 3.11% | Reduce -0.2% | 60,014 | $15.9M |
| NewEdge Wealth, LLC | 0.35% | Add +2.3% | 57,091 | $15.4M |
| Teacher Retirement System of Texas | 0.10% | Reduce -10.4% | 57,240 | $15.1M |
| Parnassus Investments, LLC | 0.03% | Add +79.6% | 56,840 | $15.0M |
| Natixis Advisors, LLC | 0.03% | Add +94.1% | 55,987 | $14.8M |
| Thornburg Investment Management Inc. | 0.21% | Reduce -9.8% | 55,771 | $14.7M |
| KBC Group NV | 0.05% | Add +464.0% | 55,665 | $14.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -26.8% | 55,110 | $14.6M |
| Fort Washington Investment Advisors Inc. | 0.09% | Reduce -23.7% | 54,400 | $14.4M |
| Citigroup Inc. | 0.02% | Reduce -16.2% | 53,991 | $14.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -10.9% | 53,693 | $14.2M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -1.4% | 52,015 | $13.7M |
| Foster Victor Wealth Advisors, LLC | 1.19% | Add +11.8% | 49,467 | $13.0M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -2.6% | 49,063 | $13.0M |
| Cubist Systematic Strategies, LLC | 0.15% | Add +1036.6% | 48,454 | $12.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -2.1% | 47,998 | $12.7M |
| AQR Capital Management | 0.02% | Reduce -19.2% | 46,900 | $12.4M |
| Icon Advisers Inc. | 2.71% | No change | 45,632 | $12.2M |
| Logan Capital Management Inc. | 0.51% | Reduce -0.3% | 44,974 | $11.9M |
| Venturi Wealth Management, LLC | 0.76% | Add +5.1% | 44,569 | $11.8M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 44,183 | $11.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -4.5% | 42,229 | $11.2M |
| Pathstone Holdings, LLC | 0.05% | Add +3.6% | 42,032 | $11.1M |
| Intech Investment Management LLC | 0.16% | Add +38.8% | 41,850 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Add +9.3% | 41,619 | $11.0M |
| Tobam | 0.98% | Add +100.7% | 41,602 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Add +5.5% | 41,205 | $10.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.6% | 39,785 | $10.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +14.9% | 39,331 | $10.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.7% | 38,740 | $10.2M |
| Susquehanna Fundamental Investments, LLC | 0.47% | New | 37,727 | $10.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.12% | Reduce -3.7% | 36,940 | $9.8M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -5.2% | 36,506 | $9.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +11.0% | 35,769 | $9.4M |
| First Trust Advisors LP | 0.01% | Reduce -66.0% | 34,963 | $9.2M |
| Corient Private Wealth LP | 0.02% | Reduce -49.8% | 34,953 | $9.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.8% | 34,705 | $9.2M |
| Brant Point Investment Management LLC | 2.03% | Reduce -12.2% | 34,472 | $9.1M |
| Channing Capital Management, LLC | 0.24% | New | 34,046 | $9.0M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -7.5% | 32,238 | $8.5M |
| Transform Wealth, LLC | 0.80% | New | 31,804 | $8.4M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -18.0% | 30,600 | $8.1M |
| Walleye Capital LLC | 0.10% | Add +106.6% | 30,347 | $8.0M |
| Korea Investment CORP | 0.02% | Reduce -46.1% | 30,330 | $8.0M |
| 12 West Capital Management LP | 0.73% | New | 30,300 | $8.0M |
| Mawer Investment Management Ltd. | 0.04% | Add +99.8% | 29,626 | $7.8M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -4.6% | 29,145 | $7.7M |
| Storebrand Asset Management As | 0.03% | Reduce -23.7% | 29,039 | $7.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.41% | Add +20.6% | 28,586 | $7.6M |
| KWB Wealth | 1.01% | Add +0.0% | 28,459 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +38.2% | 28,364 | $7.5M |
| Forsta Ap-Fonden | 0.06% | Reduce -30.7% | 28,200 | $7.5M |
| Andra AP-fonden | 0.12% | Reduce -10.8% | 26,500 | $7.0M |
| Formuepleje A/S | 0.39% | Reduce -9.8% | 26,390 | $7.0M |
| Mediolanum International Funds Ltd | 0.11% | — | 26,485 | $7.0M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 25,987 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -9.3% | 25,421 | $6.7M |
| Blair William & Co. | 0.02% | Add +7.8% | 25,287 | $6.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -3.6% | 25,083 | $6.6M |
| Winmill & Co. Inc. | 1.85% | No change | 24,660 | $6.5M |
| Picton Mahoney Asset Management | 0.26% | New | 23,628 | $6.2M |
| Van Eck Associates Corp. | 0.01% | Add +14.4% | 23,589 | $6.2M |
| Compagnie Lombard Odier SCmA | 0.11% | Add +86.7% | 23,210 | $6.1M |
| Phoenix Financial Ltd. | 0.08% | Add +25.7% | 22,867 | $6.0M |
| Bullseye Asset Management LLC | 2.80% | No change | 22,527 | $6.0M |
| LMR Partners LLP | 0.21% | Reduce -50.3% | 21,772 | $5.8M |
| US Bancorp \de | 0.01% | Add +0.5% | 21,185 | $5.6M |
| Chilton Investment Co. Inc. | 0.15% | New | 21,178 | $5.6M |
| Arizona State Retirement System | 0.04% | Reduce -0.0% | 20,799 | $5.5M |
| Winthrop Advisory Group LLC | 0.79% | Reduce -0.7% | 20,783 | $5.5M |
| Whittier Trust Co. | 0.08% | New | 20,662 | $5.5M |
| Segment Wealth Management, LLC | 0.41% | Add +40.1% | 20,381 | $5.4M |
| Snowden Capital Advisors LLC | 0.17% | Add +22.0% | 19,986 | $5.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +0.5% | 19,500 | $5.2M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | No change | 18,815 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +7.6% | 18,526 | $4.9M |
| MML Investors Services, LLC | 0.02% | Reduce -2.7% | 18,053 | $4.8M |
| Illinois Municipal Retirement Fund | 0.07% | No change | 17,742 | $4.7M |
| Gradient Investments LLC | 0.10% | Reduce -10.6% | 16,465 | $4.4M |
| Handelsbanken Fonder AB | 0.02% | No change | 16,281 | $4.3M |
| Cornerstone Wealth Management, LLC | 0.34% | Add +0.2% | 15,691 | $4.1M |
| IFM Investors Pty Ltd | 0.04% | Reduce -1.7% | 15,573 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -3.6% | 15,518 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.1% | 15,452 | $4.1M |
| Mariner, LLC | 0.01% | Add +4.8% | 15,427 | $4.1M |
| Northwest Financial Advisors | 4.47% | Add +0.1% | 15,397 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -13.5% | 15,348 | $4.1M |
| Eagle Rock Investment Company, LLC | 0.74% | Reduce -1.3% | 15,113 | $4.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -2.5% | 15,092 | $4.0M |
| Knights of Columbus Asset Advisors LLC | 0.29% | Add +60.2% | 15,084 | $4.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.7% | 14,862 | $3.9M |
| James Investment Research, Inc. | 0.46% | Add +0.3% | 14,697 | $3.9M |
| Engineers Gate Manager LP | 0.10% | Add +25.0% | 14,487 | $3.8M |
| TD Private Client Wealth LLC | 0.12% | Add +7.5% | 14,177 | $3.7M |
| Swedbank AB | 0.01% | Reduce -2.5% | 13,809 | $3.6M |
| Shepherd Financial Partners LLC | 0.48% | Reduce -31.9% | 13,755 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +260.7% | 13,634 | $3.6M |
| Xponance LLC | 0.04% | Add +32.8% | 13,436 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +168.8% | 13,309 | $3.5M |
| Utah Retirement Systems | 0.04% | No change | 13,117 | $3.5M |
| Hiddenite Capital Partners LP | 3.92% | New | 12,900 | $3.4M |
| Point72 Hong Kong Ltd | 0.17% | Add +174.0% | 12,888 | $3.4M |
| Silvant Capital Management LLC | 0.16% | Add +24.7% | 12,746 | $3.4M |
| Cibc World Market Inc. | 0.01% | Add +0.8% | 12,404 | $3.3M |
| BlueMar Capital Management, LLC | 5.43% | Reduce -1.5% | 12,231 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -3.3% | 12,185 | $3.2M |
| Tredje AP-fonden | 0.03% | Add +2.3% | 12,075 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.7% | 11,997 | $3.2M |
| Hennessy Advisors Inc. | 0.13% | New | 11,800 | $3.1M |
| HighTower Advisors, LLC | 0.01% | Add +77.5% | 11,755 | $3.1M |
| Quantinno Capital Management LP | 0.07% | Add +11.3% | 11,665 | $3.1M |
| Annex Advisory Services, LLC | 0.11% | Reduce -4.9% | 11,618 | $3.1M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -0.2% | 11,320 | $3.0M |
| DNB Asset Management AS | 0.02% | Reduce -61.5% | 11,275 | $3.0M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +12772.4% | 11,199 | $3.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +14.2% | 12,195 | $3.0M |
| Dynamic Technology Lab Private Ltd | 0.31% | New | 11,053 | $2.9M |
| Federated Hermes, Inc. | 0.01% | Reduce -6.0% | 10,969 | $2.9M |
| Symphony Financial, Ltd. Co. | 0.66% | No change | 10,752 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.6% | 10,451 | $2.8M |
| Mackenzie Financial Corp. | 0.00% | Add +0.0% | 10,418 | $2.8M |
| Kennedy Capital Management LLC | 0.06% | Add +71.7% | 10,279 | $2.7M |
| Public Sector Pension Investment Board | 0.02% | Add +1.0% | 10,206 | $2.7M |
| Retirement Capital Strategies | 1.09% | No change | 10,111 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.2% | 9,971 | $2.6M |
| Strategic Global Advisors, LLC | 0.57% | Reduce -2.6% | 9,931 | $2.6M |
| Point72 (DIFC) Ltd | 0.20% | — | 9,756 | $2.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.7% | 9,560 | $2.5M |
| Beacon Investment Advisors LLC | 1.39% | Add +1.2% | 9,231 | $2.4M |
| Caldwell Trust Co | 0.28% | Reduce -2.7% | 9,155 | $2.4M |
| Monument Capital Management | 0.70% | Add +6.9% | 9,154 | $2.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +3.6% | 9,029 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -75.4% | 9,024 | $2.4M |
| Laurion Capital Management LP | 0.07% | No change | 8,887 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.8% | 8,826 | $2.3M |
| Sheaff Brock Investment Advisors, LLC | 0.19% | Add +8.2% | 8,809 | $2.3M |
| CenterBook Partners LP | 0.16% | Add +105.6% | 8,760 | $2.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -63.8% | 8,745 | $2.3M |
| Otter Creek Advisors, LLC | 1.62% | Add +135.3% | 8,741 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.7% | 8,675 | $2.3M |
| Flynn Zito Capital Management, LLC | 1.18% | No change | 8,634 | $2.3M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +5.4% | 8,627 | $2.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.0% | 8,440 | $2.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.03% | No change | 8,307 | $2.2M |
| Palestra Capital Management LLC | 0.08% | New | 8,200 | $2.2M |
| Oliver Luxxe Assets LLC | 0.45% | Add +0.2% | 8,165 | $2.2M |
| Advisory Services Network, LLC | 0.05% | Reduce -2.8% | 8,127 | $2.1M |
| Bridgewater Associates | 0.01% | Reduce -81.0% | 8,122 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -7.3% | 8,106 | $2.1M |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -2.3% | 7,983 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -6.2% | 7,874 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -0.7% | 7,801 | $2.1M |
| Anchor Investment Management, LLC | 0.21% | Add +7.8% | 7,701 | $2.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -14.0% | 7,386 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -29.8% | 7,338 | $1.9M |
| Amalgamated Bank | 0.02% | Reduce -27.1% | 7,329 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +3.5% | 7,032 | $1.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -91.7% | 6,991 | $1.8M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.07% | New | 6,902 | $1.8M |
| CGN Advisors LLC | 0.23% | Add +13.8% | 6,804 | $1.8M |
| Pitcairn Co. | 0.11% | Reduce -3.8% | 6,685 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -2.7% | 6,641 | $1.8M |
| Simplicity Wealth,LLC | 0.04% | New | 6,544 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +0.9% | 6,410 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.8% | 6,363 | $1.7M |
| Candriam S.C.A. | 0.01% | Add +21.0% | 6,273 | $1.7M |
| Integrated Investment Consultants, LLC | 0.45% | Add +8.6% | 6,146 | $1.6M |
| Mirabella Financial Services LLP | 0.12% | New | 6,132 | $1.6M |
| Quadrature Capital Ltd | 0.03% | New | 6,127 | $1.6M |
| Headlands Technologies LLC | 0.39% | Add +30.2% | 6,081 | $1.6M |
| MAI Capital Management | 0.02% | Reduce -0.8% | 6,076 | $1.6M |
| Aquila Investment Management LLC | 1.35% | No change | 6,000 | $1.6M |
| Degroof Petercam Asset Management | 0.02% | No change | 6,000 | $1.6M |
| Ostrum Asset Management | 0.13% | Add +127.4% | 5,995 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +8.8% | 5,977 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +2.9% | 5,931 | $1.6M |
| FORA Capital, LLC | 0.13% | Reduce -14.7% | 5,902 | $1.6M |
| Van Leeuwen & Company, LLC | 0.79% | Add +2.9% | 5,900 | $1.6M |
| Nordea Investment Management AB | 0.00% | Add +4.3% | 5,869 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | No change | 5,954 | $1.5M |
| King Luther Capital Management Corp. | 0.01% | Add +4.8% | 5,804 | $1.5M |
| Redwood Investment Management, LLC | 0.14% | Reduce -7.6% | 5,714 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Add +55.3% | 5,707 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +21.3% | 5,703 | $1.5M |
| Yorktown Management & Research Co Inc | 1.43% | No change | 5,690 | $1.5M |
| First Hawaiian Bank | 0.05% | Reduce -25.2% | 5,600 | $1.5M |
| Foresight Global Investors, Inc. | 0.72% | No change | 5,549 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +33.0% | 5,517 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.7% | 5,473 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -38.2% | 5,181 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Add +8.4% | 5,178 | $1.4M |
| Advisor OS, LLC | 0.16% | Add +9.3% | 5,169 | $1.4M |
| Ethic Inc. | 0.03% | Add +23.7% | 5,157 | $1.4M |
| Acadian Asset Management LLC | 0.00% | Add +533.8% | 5,153 | $1.4M |
| Gateway Investment Advisers LLC | 0.02% | Add +1.7% | 5,079 | $1.3M |
| Navellier & Associates Inc. | 0.16% | Add +3.5% | 4,988 | $1.3M |
| Edgestream Partners, L.P. | 0.07% | New | 4,944 | $1.3M |
| Bank of Nova Scotia | 0.00% | Reduce -69.5% | 4,936 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -14.2% | 4,829 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +403.1% | 4,789 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.7% | 4,718 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.9% | 4,676 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.9% | 4,676 | $1.2M |
| SkyView Investment Advisors, LLC | 0.23% | New | 4,666 | $1.2M |
| Cornercap Investment Counsel Inc. | 0.19% | Add +0.3% | 4,598 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +0.3% | 4,584 | $1.2M |
| Banque Cantonale Vaudoise | 0.05% | Reduce -1.4% | 4,578 | $1.2M |
| Aureus Asset Management, LLC | 0.08% | No change | 4,455 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +3.6% | 4,347 | $1.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -69.9% | 4,239 | $1.1M |
| HRT Financial LP | 0.01% | New | 4,237 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -0.8% | 4,207 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.4% | 4,208 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -9.2% | 4,175 | $1.1M |
| Schroder Investment Management Group | 0.00% | Add +2.4% | 4,080 | $1.1M |
| Castleark Management LLC | 0.04% | Reduce -6.2% | 4,065 | $1.1M |
| Vestcor Inc | 0.04% | Reduce -18.2% | 4,061 | $1.1M |
| Achmea Investment Management B.V. | 0.02% | No change | 4,033 | $1.1M |
| Creative Planning | 0.00% | Add +39.2% | 3,988 | $1.1M |
| Independent Advisor Alliance | 0.04% | Reduce -1.1% | 3,965 | $1.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.2% | 3,876 | $1.0M |
| Crawford Investment Counsel Inc. | 0.02% | Reduce -3.5% | 3,840 | $1.0M |
| Fulton Bank, N.A. | 0.04% | Add +24.6% | 3,638 | $961K |
| Ossiam | 0.02% | Add +22.2% | 3,636 | $961K |
| Seven Eight Capital, LP | 0.10% | Reduce -65.7% | 3,631 | $959K |
| Nebula Research & Development LLC | 0.21% | New | 3,611 | $954K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +42.9% | 3,509 | $927K |
| Magnetar Financial LLC | 0.02% | New | 3,475 | $918K |
| Pittenger & Anderson Inc. | 0.04% | Add +1.0% | 3,467 | $916K |
| Focus Partners Wealth | 0.01% | Add +1.2% | 3,445 | $910K |
| Catalyst Capital Advisors LLC | 0.02% | Add +13.8% | 3,420 | $904K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 3,403 | $899K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.3% | 3,374 | $892K |
| Globeflex Capital L P | 0.09% | No change | 3,368 | $890K |
| Yarbrough Capital, LLC | 0.04% | No change | 3,361 | $888K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.5% | 3,298 | $871K |
| Argent Capital Management LLC | 0.03% | No change | 3,250 | $859K |
| LVW Advisors, LLC | 0.15% | Add +1.9% | 3,245 | $857K |
| Emerald Advisers, LLC | 0.03% | Reduce -1.6% | 3,229 | $853K |
| University of Texas/Texas Am Investment Management Co. | 0.23% | No change | 3,744 | $852K |
| Vident Advisory, LLC | 0.02% | Reduce -77.0% | 3,224 | $852K |
| Inceptionr LLC | 0.22% | New | 3,221 | $851K |
| Garrett Wealth Advisory Group, LLC | 0.35% | New | 3,219 | $850K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.07% | New | 3,212 | $849K |
| Prudential PLC | 0.01% | Reduce -53.3% | 3,187 | $842K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 3,083 | $815K |
| Fox Run Management, L.L.C. | 0.17% | Add +75.2% | 3,069 | $811K |
| Ritholtz Wealth Management | 0.03% | Reduce -7.4% | 3,035 | $802K |
| IHT Wealth Management, LLC | 0.03% | Add +1.2% | 3,014 | $796K |
| Grey Street Capital, LLC | 0.10% | New | 2,859 | $755K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,800 | $740K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -25.1% | 2,787 | $736K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.9% | 2,776 | $734K |
| Avior Wealth Management, LLC | 0.03% | Add +4.2% | 2,677 | $707K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.5% | 2,662 | $703K |
| Chiron Investment Management, LLC | 0.30% | New | 2,657 | $702K |
| Alera Investment Advisors, LLC | 0.09% | Reduce -1.4% | 2,654 | $701K |
| APG Asset Management N.V. | 0.00% | No change | 2,865 | $701K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -1.9% | 2,633 | $696K |
| Everpar Advisors LLC | 0.42% | Reduce -44.3% | 2,596 | $686K |
| Principal Securities, Inc. | 0.02% | Add +5.0% | 2,540 | $671K |
| Gladstone Institutional Advisory LLC | 0.04% | New | 2,518 | $665K |
| Mfa Wealth Advisors, LLC | 0.17% | Add +4.9% | 2,480 | $655K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +27.3% | 2,451 | $648K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -91.1% | 2,437 | $644K |
| Parallel Advisors, LLC | 0.02% | Add +1.6% | 2,416 | $638K |
| Moneco Advisors, LLC | 0.10% | Add +26.0% | 2,416 | $638K |
| XTX Topco Ltd | 0.08% | Add +9.6% | 2,360 | $624K |
| Hamilton Capital Partners Inc. | 0.07% | Reduce -14.6% | 2,283 | $603K |
| PDT Partners, LLC | 0.06% | Reduce -71.8% | 2,281 | $603K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $600K |
| HighPoint Advisor Group LLC | 0.04% | No change | 2,225 | $595K |
| Prossimo Advisors, LLC | 1.14% | No change | 2,235 | $590K |
| Axxcess Wealth Management, LLC | 0.02% | Add +52.3% | 2,217 | $586K |
| XML Financial, LLC | 0.06% | Add +0.1% | 2,214 | $585K |
| Vontobel Holding Ltd. | 0.00% | Add +63.9% | 2,212 | $584K |
| Root Financial Partners, LLC | 0.17% | Add +63.3% | 2,205 | $583K |
| Concorde Asset Management, LLC | 0.40% | Reduce -17.0% | 2,200 | $581K |
| Genus Capital Management Inc. | 0.07% | — | 2,180 | $576K |
| Scientech Research LLC | 0.30% | New | 2,173 | $574K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +3.1% | 2,169 | $573K |
| Lanark Financial, Inc. | 0.05% | No change | 2,172 | $573K |
| Lombard Odier Asset Management (Switzerland) SA | 0.04% | New | 2,087 | $551K |
| Dark Forest Capital Management LP | 0.09% | New | 2,063 | $545K |
| Ironwood Investment Counsel, LLC | 0.09% | No change | 2,045 | $540K |
| Archer Investment Corp | 0.16% | No change | 2,016 | $533K |
| Vinva Investment Management Ltd | 0.03% | Add +70.1% | 2,012 | $532K |
| WJ Wealth Management, LLC | 0.21% | No change | 2,000 | $528K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +136.7% | 2,211 | $525K |
| Fortis Capital Advisors, LLC | 0.22% | New | 1,969 | $520K |
| Belpointe Asset Management LLC | 0.04% | New | 1,969 | $520K |
| Heritage Wealth Management, LLC | 0.26% | Reduce -4.0% | 1,940 | $513K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -41.2% | 1,935 | $511K |
| Oak Thistle LLC | 0.45% | New | 1,917 | $506K |
| Cipher Capital LP | 0.23% | Reduce -64.0% | 1,912 | $505K |
| AdvisorShares Investments LLC | 0.09% | New | 1,900 | $502K |
| Hunting Hill Global Capital, LLC | 0.29% | New | 1,871 | $494K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -10.4% | 1,862 | $492K |
| Two Sigma Securities, LLC | 0.02% | Add +6.4% | 1,837 | $485K |
| ProShare Advisors LLC | 0.00% | Reduce -13.5% | 1,826 | $482K |
| Shell Asset Management Co. | 0.02% | Reduce -49.3% | 1,719 | $480K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -11.9% | 1,818 | $480K |
| Savant Capital, LLC | 0.01% | New | 1,806 | $477K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 1,800 | $476K |
| Ieq Capital, LLC | 0.01% | Reduce -1.2% | 1,798 | $475K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 1,746 | $461K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -8.7% | 1,673 | $450K |
| Alberta Investment Management Corp | 0.00% | No change | 1,700 | $449K |
| State of Michigan Retirement System | 0.00% | No change | 1,700 | $449K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 1,698 | $449K |
| Yousif Capital Management, LLC | 0.01% | Add +5.9% | 1,693 | $447K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,692 | $447K |
| Wedmont Private Capital | 0.03% | Add +1.5% | 1,713 | $442K |
| Unique Wealth Strategies, LLC | 0.22% | New | 1,673 | $442K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -54.9% | 1,666 | $440K |
| Handelsinvest Investeringsforvaltning | 0.21% | Reduce -34.2% | 1,651 | $436K |
| Sanchez Wealth Management Group | 0.15% | Add +0.1% | 1,647 | $435K |
| DGS Capital Management, LLC | 0.12% | Add +2.8% | 1,625 | $429K |
| Bessemer Group Inc. | 0.00% | Reduce -19.0% | 1,599 | $423K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.7% | 1,600 | $423K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +71.9% | 1,585 | $419K |
| Pennsylvania Capital Management Inc. | 0.17% | No change | 1,572 | $415K |
| Lincoln National Corp. | 0.01% | Add +11.2% | 1,563 | $413K |
| Valley Wealth Managers, Inc. | 0.03% | Add +16.6% | 1,562 | $413K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.3% | 1,554 | $411K |
| Wealthfront Advisers LLC | 0.00% | Add +13.9% | 1,552 | $410K |
| Tidal Investments LLC | 0.01% | Add +18.3% | 1,544 | $408K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 1,536 | $406K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | Add +0.1% | 1,536 | $406K |
| Verition Fund Management LLC | 0.00% | Reduce -61.9% | 1,533 | $405K |
| Realta Investment Advisors | 0.08% | Reduce -5.4% | 1,517 | $401K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +30.1% | 1,500 | $396K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 1,468 | $388K |
| MJP Associates Inc. | 0.08% | Add +27.2% | 1,445 | $382K |
| Fiduciary Trust Co | 0.01% | New | 1,438 | $380K |
| iA Global Asset Management Inc. | 0.01% | Reduce -18.4% | 1,434 | $379K |
| Wealth Alliance, LLC | 0.05% | Reduce -1.2% | 1,417 | $374K |
| Great Diamond Partners, LLC | 0.09% | Add +0.4% | 1,411 | $373K |
| Signaturefd, LLC | 0.01% | Add +1.7% | 1,400 | $370K |
| DAVENPORT & Co LLC | 0.00% | Add +19.2% | 1,398 | $369K |
| Future Fund LLC | 2.98% | Add +11.0% | 1,392 | $368K |
| Veltria Advisors Corp. | 0.09% | New | 1,378 | $364K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +41.3% | 1,373 | $363K |
| Legacy Financial Group LLC | 0.07% | New | 1,366 | $361K |
| Coldstream Capital Management Inc. | 0.01% | Add +31.2% | 1,358 | $359K |
| SFG Wealth Management, LLC. | 0.21% | No change | 1,338 | $354K |
| Gsa Capital Partners LLP | 0.03% | New | 1,323 | $350K |
| Symmetry Partners, LLC | 0.03% | No change | 1,324 | $350K |
| Alps Advisors Inc. | 0.00% | Reduce -1.1% | 1,315 | $347K |
| First County Bank | 0.17% | Reduce -5.0% | 1,310 | $346K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -52.8% | 1,265 | $334K |
| Investment Management Corp of Ontario | 0.01% | Reduce -88.3% | 1,261 | $333K |
| American International Group, Inc. | 0.00% | Reduce -1.4% | 1,257 | $332K |
| Walleye Trading LLC | 0.01% | Reduce -70.3% | 1,244 | $329K |
| Axq Capital, LP | 0.08% | Reduce -66.0% | 1,217 | $322K |
| Moran Wealth Management, LLC | 0.01% | New | 1,168 | $309K |
| Cynosure Group, LLC | 0.06% | New | 1,164 | $308K |
| Cetera Trust Company, N.A | 0.18% | Reduce -4.1% | 1,160 | $306K |
| Thrive Wealth Management, LLC | 0.06% | Add +19.7% | 1,160 | $306K |
| OneAscent Financial Services LLC | 0.03% | Add +8.4% | 1,134 | $300K |
| Magnolia Capital Advisors LLC | 0.25% | New | 1,136 | $298K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 1,114 | $294K |
| UniSuper Management Pty Ltd | 0.00% | Add +83.3% | 1,100 | $291K |
| Cwm, LLC | 0.00% | Add +11.4% | 1,097 | $290K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +23.9% | 1,090 | $288K |
| SG Americas Securities, LLC | 0.00% | Reduce -43.1% | 1,087 | $287K |
| PEAK6 Investments LLC | 0.01% | Reduce -44.6% | 1,084 | $286K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +147.4% | 1,138 | $285K |
| Quantitative Investment Management, LLC | 0.02% | Reduce -90.4% | 1,059 | $279K |
| Schechter Investment Advisors, LLC | 0.02% | New | 1,038 | $274K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 1,034 | $273K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.9% | 1,019 | $269K |
| Pzena Investment Management LLC | 0.00% | Reduce -14.2% | 1,019 | $269K |
| Oxford Asset Management LLP | 0.30% | New | 1,012 | $267K |
| Forum Financial Management, LP | 0.00% | Add +0.5% | 1,009 | $267K |
| Donor Advised Charitable Giving, Inc. | 0.01% | New | 1,000 | $264K |
| Diametric Capital, LP | 0.15% | New | 989 | $261K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.07% | New | 985 | $260K |
| Koshinski Asset Management, Inc. | 0.03% | New | 981 | $259K |
| Plato Investment Management Ltd | 0.03% | Add +1109.9% | 980 | $259K |
| Elgethun Capital Management | 0.06% | No change | 958 | $255K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.8% | 963 | $254K |
| Metis Global Partners, LLC | 0.01% | Reduce -53.4% | 962 | $254K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.9% | 954 | $252K |
| Intrust Bank NA | 0.03% | Reduce -2.6% | 949 | $251K |
| Lazard Asset Management LLC | 0.00% | Add +1640.7% | 940 | $247K |
| Drive Wealth Management, LLC | 0.07% | New | 929 | $245K |
| Hill Investment Group Partners, LLC | 0.03% | Add +0.1% | 926 | $245K |
| Quent Capital, LLC | 0.03% | Add +0.3% | 875 | $231K |
| Guggenheim Capital LLC | 0.00% | New | 875 | $231K |
| Perigon Wealth Management, LLC | 0.01% | New | 870 | $230K |
| Lindbrook Capital, LLC | 0.02% | Reduce -1.6% | 869 | $230K |
| V-Square Quantitative Management LLC | 0.03% | No change | 863 | $228K |
| Tsfg, LLC | 0.06% | No change | 862 | $228K |
| Stephens Inc. | 0.00% | New | 846 | $224K |
| SYSTM Wealth Solutions LLC | 0.03% | Add +64.8% | 824 | $218K |
| Transcend Capital Advisors, LLC | 0.02% | New | 823 | $217K |
| Dynasty Wealth Management, LLC | 0.01% | — | 822 | $217K |
| Berger Financial Group, Inc | 0.02% | Reduce -9.7% | 810 | $214K |
| Cigna Investments Inc. | 0.04% | New | 799 | $211K |
| Curi Capital, LLC | 0.00% | New | 798 | $211K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 796 | $210K |
| Eagle Bay Advisors LLC | 0.13% | Reduce -22.4% | 790 | $209K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 786 | $208K |
| GeoWealth Management, LLC | 0.01% | New | 774 | $204K |
| J. W. Coons Advisors, LLC | 0.04% | New | 770 | $203K |
| MBB Public Markets I LLC | 0.01% | New | 767 | $203K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -30.9% | 766 | $202K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -97.1% | 762 | $201K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $201K |
| Mather Group, Llc. | 0.00% | No change | 880 | $200K |
| Quantbot Technologies LP | 0.01% | New | 751 | $198K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1111.1% | 654 | $173K |
| United Community Bank | 0.06% | Reduce -2.3% | 630 | $166K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 600 | $159K |
| New York State Teachers Retirement System | 0.00% | Reduce -91.4% | 588 | $155K |
| TD Waterhouse Canada Inc. | 0.00% | Add +94.9% | 536 | $154K |
| CI Investments Inc. | 0.00% | Add +16.6% | 582 | $154K |
| Assetmark, Inc. | 0.00% | Add +16.3% | 572 | $151K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -79.9% | 555 | $147K |
| Allworth Financial LP | 0.00% | Add +21.3% | 536 | $142K |
| Tyler-Stone Wealth Management | 0.06% | No change | 518 | $137K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.6% | 505 | $133K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 499 | $132K |
| Private Trust Co. NA | 0.01% | Reduce -0.2% | 475 | $126K |
| Tidemark, LLC | 0.07% | No change | 471 | $124K |
| Colonial Trust Co / SC | 0.02% | No change | 455 | $120K |
| Asset Dedication, LLC | 0.01% | Add +0.2% | 452 | $119K |
| Clearstead Advisors, LLC | 0.01% | Add +5.2% | 407 | $109K |
| Gables Capital Management Inc. | 0.06% | No change | 400 | $106K |
| Arlington Trust Co LLC | 0.03% | Reduce -1.0% | 386 | $102K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.5% | 368 | $97K |
| CENTRAL TRUST Co | 0.00% | No change | 367 | $97K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -7.7% | 359 | $95K |
| Penserra Capital Management LLC | 0.00% | Add +3.5% | 352 | $92K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -5.1% | 334 | $88K |
| IFP Advisors, Inc | 0.00% | Add +2.8% | 331 | $87K |
| Alta Advisers Ltd | 0.04% | No change | 300 | $79K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.8% | 276 | $73K |
| Central Pacific Bank - Trust Division | 0.01% | — | 272 | $72K |
| Benjamin Edwards Inc. | 0.01% | Add +1.9% | 274 | $72K |
| Covestor Ltd | 0.04% | Reduce -40.3% | 230 | $61K |
| Quarry LP | 0.03% | New | 225 | $59K |
| Janiczek Wealth Management, LLC | 0.01% | Add +5.7% | 223 | $59K |
| Sandy Spring Bank | 0.00% | No change | 205 | $54K |
| Ceredex Value Advisors LLC | 0.00% | No change | 200 | $53K |
| UMB Bank, n.a. | 0.00% | No change | 195 | $52K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $48K |
| CoreCap Advisors, LLC | 0.00% | New | 158 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.8% | 154 | $41K |
| Gladius Capital Management LP | 0.04% | Add +10.7% | 145 | $38K |
| Spire Wealth Management | 0.00% | Add +17.2% | 143 | $38K |
| American National Bank & Trust | 0.00% | No change | 140 | $37K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 138 | $36K |
| GAMMA Investing LLC | 0.01% | Add +10.4% | 138 | $36K |
| Arax Advisory Partners | 0.00% | Reduce -4.2% | 136 | $36K |
| Capital Analysts, LLC | 0.00% | Reduce -48.2% | 128 | $34K |
| Blue Trust, Inc. | 0.00% | Reduce -11.8% | 127 | $34K |
| MCF Advisors LLC | 0.00% | No change | 126 | $33K |
| Smithfield Trust Co | 0.00% | No change | 119 | $31K |
| Riverview Trust Co | 0.02% | New | 113 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +27.7% | 106 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 100 | $26K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 100 | $26K |
| FIL Ltd | 0.00% | Add +14.8% | 93 | $25K |
| Colonial Trust Advisors | 0.00% | New | 92 | $24K |
| Huntington National Bank | 0.00% | Add +21.3% | 91 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 88 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Add +608.3% | 85 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 83 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +523.1% | 81 | $21K |
| West Oak Capital, LLC | 0.01% | No change | 75 | $20K |
| Tortoise Investment Management, LLC | 0.00% | New | 75 | $20K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -11.8% | 67 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $17K |
| Bell Investment Advisors, Inc | 0.00% | No change | 55 | $15K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +15.6% | 52 | $14K |
| PSI Advisors, LLC | 0.00% | No change | 50 | $13K |
| Park Place Capital Corp | 0.00% | No change | 48 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $13K |
| LRI Investments, LLC | 0.00% | — | 45 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 44 | $12K |
| Fernwood Investment Management, LLC | 0.00% | New | 37 | $10K |
| Valley National Advisers Inc. | 0.00% | Add +2.9% | 36 | $9K |
| J.Safra Asset Management Corp | 0.00% | New | 31 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -43.1% | 29 | $8K |
| Crewe Advisors LLC | 0.00% | New | 28 | $7K |
| Front Row Advisors LLC | 0.00% | New | 27 | $7K |
| Meeder Asset Management Inc. | 0.00% | New | 26 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $7K |
| WealthCollab, LLC | 0.00% | No change | 24 | $6K |
| Concord Wealth Partners | 0.00% | No change | 24 | $6K |
| Activest Wealth Management | 0.00% | New | 23 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 23 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 23 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 23 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +91.7% | 23 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 22 | $6K |
| RFP Financial Group LLC | 0.00% | No change | 21 | $6K |
| CNB Bank | 0.00% | No change | 19 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.4% | 19 | $5K |
| Raleigh Capital Management Inc. | 0.00% | Add +260.0% | 18 | $5K |
| Balefire, LLC | 0.00% | No change | 18 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 17 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 13 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 13 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 9 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 8 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $2K |
| Avion Wealth | 0.00% | Add +200.0% | 6 | $2K |
| Piscataqua Savings Bank | 0.00% | New | 7 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -76.9% | 6 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 5 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $1K |
| Richardson Financial Services Inc. | 0.00% | New | 4 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | New | 4 | $1K |
| Winthrop Capital Management, LLC | 0.00% | New | 4 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 3 | $794 |
| TFO Wealth Partners, LLC | 0.00% | Reduce -40.0% | 3 | $793 |
| MV Capital Management, Inc. | 0.00% | Reduce -57.1% | 3 | $793 |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -50.0% | 3 | $793 |
| Sachetta, LLC | 0.00% | No change | 3 | $683 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 2 | $529 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $267 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $265 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $265 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.