LPL Financial HoldingsLPLA
13F holders, Q2 2024 (June 30)676holders +28
90new positions
62sold out
13famous investors
$279.19avg. 13F price*
At the end of Q2 2024, 676 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 28 from Q1 2024. 90 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock Inc. ($1.5B) and FMR LLC ($746.3M). 13 famous investors held it, including Stephen Mandel (3.8% of Lone Pine Capital's portfolio), Lee Ainslie (1.4% of Maverick Capital's portfolio) and Tom Gayner (1.3% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $334.3M |
| Exits | 62 | $195.5M |
All 13F filers, Q1 2024 → Q2 2024: 5,539,370 shares bought and 6,115,956 shares sold, net −576,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 676 holders
| Vanguard Group Inc. | 0.04% | Add +2.0% | 7,187,868 | $2.0B |
| BlackRock Inc. | 0.03% | Reduce -12.7% | 5,302,759 | $1.5B |
| FMR LLC | 0.05% | Reduce -15.6% | 2,671,896 | $746.3M |
| Kayne Anderson Rudnick Investment Management LLC | 1.77% | Add +9.9% | 2,589,793 | $723.3M |
| Janus Henderson Group PLC | 0.38% | Reduce -1.3% | 2,542,185 | $710.0M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -11.6% | 2,099,916 | $586.5M |
| Boston Partners | 0.65% | Add +6.9% | 1,887,189 | $526.5M |
| State Street Corp. | 0.02% | Reduce -0.4% | 1,702,972 | $475.6M |
| Lone Pine Capital | 3.82% | No change | 1,685,070 | $470.6M |
| WCM Investment Management, LLC | 1.09% | Reduce -2.0% | 1,663,718 | $459.9M |
| Capital Research Global Investors | 0.10% | Reduce -1.3% | 1,577,102 | $440.5M |
| Morgan Stanley | 0.03% | Add +15.0% | 1,467,007 | $409.7M |
| Geode Capital Management, LLC | 0.03% | Add +2.3% | 1,400,357 | $390.5M |
| Samlyn Capital, LLC | 5.74% | Add +8.0% | 1,194,715 | $333.7M |
| JPMorgan Chase & Co. | 0.02% | Add +3.4% | 998,970 | $279.0M |
| Clarkston Capital Partners, LLC | 5.29% | Reduce -25.6% | 992,615 | $277.2M |
| Norges Bank | 0.04% | Add +1.1% | 928,886 | $259.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -4.9% | 922,990 | $257.8M |
| Massachusetts Financial Services Co. | 0.08% | Add +11.3% | 884,630 | $247.1M |
| TD Asset Management Inc | 0.23% | Reduce -20.2% | 881,175 | $246.1M |
| Darlington Partners Capital Management, LP | 10.75% | Add +9.6% | 783,290 | $218.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +8.3% | 782,006 | $218.4M |
| Canada Pension Plan Investment Board | 0.21% | Reduce -1.1% | 774,901 | $216.4M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +31.1% | 774,175 | $216.2M |
| Eminence Capital, LP | 3.01% | Reduce -9.1% | 669,251 | $186.9M |
| Eagle Asset Management Inc. | 0.99% | Reduce -6.0% | 653,223 | $184.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +20.7% | 655,451 | $183.1M |
| Epoch Investment Partners, Inc. | 0.82% | Reduce -30.3% | 646,340 | $180.5M |
| Voya Investment Management LLC | 0.19% | Reduce -4.0% | 611,249 | $170.5M |
| Westfield Capital Management Co. LP | 0.80% | Add +51.8% | 584,601 | $163.3M |
| Bank of America Corp. | 0.02% | Add +1.7% | 582,022 | $162.6M |
| HMI Capital Management, L.P. | 6.06% | Add +53.4% | 569,643 | $159.1M |
| Junto Capital Management LP | 3.49% | Add +30.0% | 568,834 | $158.9M |
| Invesco Ltd. | 0.03% | Add +36.5% | 567,525 | $158.5M |
| SurgoCap Partners LP | 8.93% | Add +4.8% | 546,841 | $152.7M |
| Wells Fargo & Company | 0.04% | Add +3.5% | 502,943 | $140.5M |
| Southpoint Capital Advisors LP | 3.47% | Add +334.8% | 500,000 | $139.7M |
| D. E. Shaw & Co. | 0.21% | Reduce -47.5% | 496,378 | $138.6M |
| Fairview Capital Investment Management, LLC | 7.65% | Reduce -2.4% | 486,819 | $136.0M |
| Markel Group | 1.32% | Add +6.0% | 481,791 | $134.6M |
| American Century Companies Inc. | 0.08% | Add +52.6% | 477,211 | $133.3M |
| First Pacific Advisors, LP | 1.77% | Reduce -0.2% | 458,938 | $128.2M |
| Northern Trust Corp. | 0.02% | Add +2.6% | 458,564 | $128.1M |
| Millennium Management | 0.11% | Reduce -30.5% | 443,095 | $123.8M |
| Agf Management Ltd. | 0.67% | Add +1.4% | 432,278 | $120.7M |
| Azora Capital LP | 6.76% | Add +1.5% | 422,922 | $118.1M |
| Macquarie Group Ltd. | 0.13% | Add +87.0% | 407,788 | $113.9M |
| Raymond James & Associates | 0.07% | Add +5.4% | 394,091 | $110.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -1.6% | 380,490 | $106.3M |
| Citadel Advisors | 0.10% | Add +11.5% | 356,684 | $99.6M |
| Legal & General Group Plc | 0.03% | Reduce -3.2% | 343,322 | $95.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.5% | 328,963 | $91.9M |
| Franklin Resources Inc. | 0.03% | Add +3.9% | 316,040 | $88.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.8% | 311,914 | $87.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -5.8% | 297,723 | $83.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -2.8% | 275,856 | $77.0M |
| Maverick Capital | 1.45% | Reduce -17.3% | 273,144 | $76.3M |
| Aberdeen Group plc | 0.14% | Reduce -6.0% | 258,964 | $72.3M |
| Man Group plc | 0.19% | Add +107.8% | 247,977 | $69.3M |
| Ameriprise Financial Inc. | 0.02% | Add +205.8% | 234,828 | $65.6M |
| Primecap Management Co. | 0.05% | No change | 234,400 | $65.5M |
| Gilder Gagnon Howe & Co. LLC | 0.82% | Reduce -0.3% | 233,727 | $65.3M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -20.9% | 227,171 | $63.4M |
| North Peak Capital Management, LLC | 7.37% | Reduce -27.0% | 224,731 | $62.8M |
| Holocene Advisors, LP | 0.26% | New | 221,958 | $62.0M |
| Castle Hook Partners LP | 2.01% | Add +57.8% | 207,774 | $58.0M |
| HM Payson & Co. | 1.05% | Add +6.3% | 207,475 | $57.9M |
| Royal Bank of Canada | 0.01% | Add +12.0% | 192,812 | $53.9M |
| Amundi | 0.02% | Add +109.3% | 183,990 | $51.4M |
| Deutsche Bank AG | 0.02% | Reduce -19.3% | 177,024 | $49.4M |
| Commerce Bank | 0.32% | Reduce -4.0% | 176,271 | $49.2M |
| Trillium Asset Management, LLC | 1.23% | Reduce -5.8% | 174,002 | $48.6M |
| Wellington Management Group LLP | 0.01% | Reduce -4.3% | 171,087 | $47.8M |
| Truist Financial Corp. | 0.07% | Add +4.0% | 170,848 | $47.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -9.1% | 170,627 | $47.7M |
| Employees Retirement System of Texas | 0.52% | Reduce -31.5% | 168,400 | $47.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -5.1% | 167,109 | $46.7M |
| HSBC Holdings PLC | 0.03% | Reduce -45.0% | 161,830 | $45.1M |
| Jacobs Levy Equity Management, Inc. | 0.19% | Reduce -52.9% | 160,464 | $44.8M |
| Focus Partners Advisor Solutions, LLC | 1.08% | New | 147,846 | $41.3M |
| California Public Employees Retirement System | 0.03% | Add +5.4% | 147,743 | $41.3M |
| Family Wealth Partners, LLC | 21.35% | Add +0.2% | 147,288 | $41.1M |
| Stifel Financial Corp. | 0.05% | Add +2.3% | 145,023 | $40.5M |
| Point72 Asset Management | 0.13% | New | 143,229 | $40.0M |
| Jackson Square Partners, LLC | 2.35% | Reduce -29.0% | 137,689 | $38.5M |
| Pinebridge Investments, L.P. | 0.30% | Add +7.8% | 131,783 | $36.8M |
| Viking Global Investors | 0.14% | New | 130,000 | $36.3M |
| Coronation Fund Managers Ltd. | 2.08% | Reduce -56.6% | 129,255 | $36.1M |
| Brandywine Global Investment Management, LLC | 0.27% | Add +17.1% | 128,763 | $36.0M |
| Artemis Investment Management LLP | 0.47% | Add +13.3% | 125,646 | $35.1M |
| Baron Capital (BAMCO) | 0.10% | Add +3.0% | 125,641 | $35.1M |
| UBS Group AG | 0.01% | Add +62.1% | 121,071 | $33.8M |
| BNP Paribas Financial Markets | 0.04% | Add +184.4% | 118,371 | $33.1M |
| National Pension Service | 0.04% | Reduce -1.9% | 113,200 | $31.6M |
| California State Teachers Retirement System | 0.04% | Reduce -8.0% | 111,879 | $31.2M |
| Rhumbline Advisers | 0.03% | Reduce -2.6% | 105,801 | $29.6M |
| Panagora Asset Management Inc. | 0.15% | Reduce -38.5% | 105,434 | $29.4M |
| Comerica Bank | 0.12% | Add +29.9% | 102,696 | $28.7M |
| Waratah Capital Advisors Ltd. | 1.73% | Reduce -36.4% | 102,017 | $28.5M |
| LPL Financial LLC | 0.01% | Add +13.4% | 100,458 | $28.1M |
| Cibc World Markets Corp. | 0.18% | Reduce -1.1% | 97,515 | $27.2M |
| Brown Brothers Harriman & Co. | 0.20% | Add +18.6% | 95,964 | $26.8M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -62.8% | 95,374 | $26.6M |
| Tudor Investment Corporation | 0.30% | New | 95,009 | $26.5M |
| Heron Bay Capital Management | 5.34% | Reduce -0.1% | 89,845 | $25.1M |
| First Trust Advisors LP | 0.03% | Add +156.0% | 89,520 | $25.0M |
| Toronto Dominion Bank | 0.04% | Add +32.3% | 88,953 | $24.8M |
| Assenagon Asset Management S.A. | 0.06% | Add +882.4% | 85,914 | $24.0M |
| Danske Bank A/S | 0.09% | Add +8.4% | 84,184 | $23.5M |
| Sei Investments Co. | 0.03% | Reduce -26.5% | 83,278 | $23.3M |
| Aviva PLC | 0.06% | Add +14.9% | 79,128 | $22.1M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -17.9% | 78,469 | $21.9M |
| Reinhart Partners, Llc. | 0.89% | Add +1.3% | 76,848 | $21.5M |
| Bank of Montreal | 0.01% | Reduce -55.5% | 75,786 | $21.2M |
| Ensign Peak Advisors, Inc | 0.04% | Add +57.5% | 75,606 | $21.1M |
| Jennison Associates LLC | 0.01% | New | 64,955 | $18.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.24% | Add +644.1% | 61,809 | $17.3M |
| Natixis Advisors, LLC | 0.04% | Add +6.5% | 59,631 | $16.7M |
| Parnassus Investments, LLC | 0.03% | No change | 56,840 | $15.9M |
| Teacher Retirement System of Texas | 0.09% | Reduce -3.9% | 54,986 | $15.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +3600.1% | 54,318 | $15.2M |
| Fort Washington Investment Advisors Inc. | 0.10% | Reduce -0.3% | 54,252 | $15.2M |
| Barclays PLC | 0.01% | Reduce -22.2% | 54,069 | $15.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.5% | 53,441 | $14.9M |
| Citigroup Inc. | 0.01% | Reduce -2.3% | 52,742 | $14.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -30.7% | 52,149 | $14.6M |
| Thornburg Investment Management Inc. | 0.20% | Reduce -9.1% | 50,683 | $14.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +41.3% | 50,529 | $14.1M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -3.0% | 50,454 | $14.1M |
| Schonfeld Strategic Advisors LLC | 0.11% | Add +1925.7% | 49,367 | $13.8M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.1% | 48,544 | $13.6M |
| Iridian Asset Management LLC | 2.94% | Reduce -22.3% | 46,622 | $13.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +8.8% | 45,954 | $12.8M |
| Icon Advisers Inc. | 2.95% | Reduce -0.8% | 45,282 | $12.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -17.1% | 45,688 | $12.8M |
| Venturi Wealth Management, LLC | 0.75% | Add +1.5% | 45,252 | $12.6M |
| Foster Victor Wealth Advisors, LLC | 1.05% | Add +6.4% | 52,640 | $12.6M |
| Logan Capital Management Inc. | 0.54% | Reduce -0.8% | 44,608 | $12.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +12.2% | 44,115 | $12.3M |
| State of Wisconsin Investment Board | 0.03% | Add +6.1% | 43,703 | $12.2M |
| AQR Capital Management | 0.02% | Reduce -6.4% | 43,901 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.5% | 43,175 | $12.1M |
| Pathstone Holdings, LLC | 0.05% | Add +2.7% | 43,153 | $12.1M |
| Mawer Investment Management Ltd. | 0.06% | Add +40.7% | 41,675 | $11.6M |
| Cinctive Capital Management LP | 0.61% | New | 40,366 | $11.3M |
| Korea Investment CORP | 0.03% | Add +33.0% | 40,349 | $11.3M |
| 2Xideas AG | 1.40% | New | 40,181 | $11.2M |
| Channing Capital Management, LLC | 0.30% | Add +13.1% | 38,514 | $10.8M |
| Susquehanna Fundamental Investments, LLC | 0.24% | Reduce -1.6% | 37,121 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.9% | 36,756 | $10.3M |
| Cubist Systematic Strategies, LLC | 0.18% | Reduce -24.9% | 36,370 | $10.2M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -6.5% | 36,204 | $10.1M |
| Transform Wealth, LLC | 0.76% | Add +13.6% | 36,141 | $10.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.12% | Reduce -3.1% | 35,775 | $10.0M |
| Corient Private Wealth LP | 0.02% | Add +1.3% | 35,411 | $9.9M |
| Brant Point Investment Management LLC | 2.25% | Reduce -0.3% | 34,372 | $9.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -3.8% | 31,027 | $8.7M |
| Rivermont Capital Management LP | 3.71% | New | 30,997 | $8.7M |
| Segment Wealth Management, LLC | 0.64% | Add +51.3% | 30,832 | $8.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -16.6% | 30,448 | $8.5M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -2.9% | 29,700 | $8.3M |
| Snowden Capital Advisors LLC | 0.25% | Add +46.8% | 29,348 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -0.6% | 28,963 | $8.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.40% | Reduce -0.6% | 28,417 | $7.9M |
| Tobam | 1.22% | Reduce -33.3% | 27,767 | $7.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -38.3% | 27,243 | $7.6M |
| KWB Wealth | 1.03% | No change | 28,459 | $7.5M |
| Private Advisor Group, LLC | 0.05% | Add +6.9% | 26,822 | $7.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.7% | 26,110 | $7.3M |
| Renaissance Technologies | 0.01% | Reduce -72.9% | 25,476 | $7.1M |
| Intech Investment Management LLC | 0.09% | Reduce -40.1% | 25,067 | $7.0M |
| Winmill & Co. Inc. | 2.35% | No change | 24,660 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -2.7% | 24,601 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -6.8% | 24,215 | $6.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.11% | Add +1230.4% | 24,187 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | Add +199.3% | 23,565 | $6.6M |
| Mediolanum International Funds Ltd | 0.11% | Reduce -5.4% | 25,052 | $6.5M |
| Van Eck Associates Corp. | 0.01% | Reduce -4.3% | 22,566 | $6.3M |
| Strategic Global Advisors, LLC | 1.29% | Add +122.3% | 22,074 | $6.2M |
| Principal Financial Group Inc. | 0.00% | Add +47.9% | 21,974 | $6.1M |
| Whittier Trust Co. | 0.09% | Add +5.3% | 21,758 | $6.1M |
| Bullseye Asset Management LLC | 2.94% | Reduce -4.4% | 21,527 | $6.0M |
| US Bancorp \de | 0.01% | Add +0.4% | 21,278 | $5.9M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.07% | — | 20,900 | $5.8M |
| Winthrop Advisory Group LLC | 0.79% | No change | 20,783 | $5.8M |
| Arizona State Retirement System | 0.04% | Reduce -1.7% | 20,453 | $5.7M |
| Storebrand Asset Management As | 0.02% | Reduce -29.6% | 20,444 | $5.7M |
| Swiss Life Asset Management Ltd | 0.06% | New | 19,603 | $5.5M |
| Point72 Europe (London) LLP | 0.46% | New | 19,600 | $5.5M |
| DRW Securities, LLC | 0.33% | New | 19,400 | $5.4M |
| NewEdge Wealth, LLC | 0.12% | Reduce -66.1% | 19,375 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +3.1% | 19,100 | $5.3M |
| Capital World Investors | 0.00% | New | 17,807 | $5.0M |
| Illinois Municipal Retirement Fund | 0.08% | No change | 17,742 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +37.3% | 16,733 | $4.7M |
| MML Investors Services, LLC | 0.02% | Reduce -8.2% | 16,581 | $4.6M |
| Gradient Investments LLC | 0.10% | Reduce -0.6% | 16,370 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | Reduce -0.6% | 16,181 | $4.5M |
| Mariner, LLC | 0.01% | Add +4.2% | 16,072 | $4.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +1.9% | 15,818 | $4.4M |
| Twinbeech Capital LP | 0.09% | New | 15,812 | $4.4M |
| IFM Investors Pty Ltd | 0.04% | No change | 15,573 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +1.0% | 15,508 | $4.3M |
| Northwest Financial Advisors | 4.38% | Add +0.1% | 15,413 | $4.3M |
| Forsta Ap-Fonden | 0.04% | Reduce -45.7% | 15,300 | $4.3M |
| Argent Capital Management LLC | 0.12% | Add +366.6% | 15,165 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.28% | Add +0.5% | 15,164 | $4.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +0.0% | 15,094 | $4.2M |
| Lecap Asset Management Ltd. | 0.90% | New | 14,950 | $4.2M |
| Eagle Rock Investment Company, LLC | 0.74% | Reduce -2.5% | 14,731 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.1% | 14,510 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +5.9% | 14,439 | $4.0M |
| Palestra Capital Management LLC | 0.16% | Add +75.2% | 14,362 | $4.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +58.0% | 14,261 | $4.0M |
| Prana Capital Management, LP | 0.19% | New | 13,987 | $3.9M |
| James Investment Research, Inc. | 0.46% | Reduce -5.0% | 13,966 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +15.9% | 13,909 | $3.9M |
| Quantinno Capital Management LP | 0.07% | Add +18.7% | 13,844 | $3.9M |
| Shepherd Financial Partners LLC | 0.50% | No change | 13,755 | $3.8M |
| Swedbank AB | 0.01% | Reduce -0.7% | 13,709 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Add +23.9% | 13,585 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.29% | Reduce -13.7% | 13,544 | $3.8M |
| Xponance LLC | 0.04% | Reduce -1.0% | 13,301 | $3.7M |
| Neo Ivy Capital Management | 0.73% | — | 13,248 | $3.7M |
| Kennedy Capital Management LLC | 0.08% | Add +27.8% | 13,138 | $3.7M |
| Silvant Capital Management LLC | 0.16% | No change | 12,746 | $3.6M |
| Cibc World Market Inc. | 0.01% | Add +0.8% | 12,504 | $3.5M |
| Sanctuary Advisors, LLC | 0.03% | — | 13,060 | $3.5M |
| KBC Group NV | 0.01% | Reduce -78.0% | 12,270 | $3.4M |
| Utah Retirement Systems | 0.04% | Reduce -6.9% | 12,217 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -57.5% | 12,044 | $3.4M |
| Tredje AP-fonden | 0.03% | Reduce -1.5% | 11,889 | $3.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 11,860 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +5.7% | 11,837 | $3.3M |
| Jump Financial, LLC | 0.07% | New | 11,706 | $3.3M |
| Hennessy Advisors Inc. | 0.12% | Reduce -1.7% | 11,600 | $3.2M |
| Annex Advisory Services, LLC | 0.11% | Reduce -0.6% | 11,550 | $3.2M |
| DNB Asset Management AS | 0.02% | Add +1.9% | 11,488 | $3.2M |
| OMERS ADMINISTRATION Corp | 0.03% | New | 11,417 | $3.2M |
| Bridgeway Capital Management, LLC | 0.07% | No change | 11,320 | $3.2M |
| United Asset Strategies, Inc. | 0.30% | New | 10,944 | $3.1M |
| TD Private Client Wealth LLC | 0.10% | Reduce -23.2% | 10,886 | $3.0M |
| APG Asset Management N.V. | 0.01% | Add +307.2% | 11,665 | $3.0M |
| Bridgewater Associates | 0.02% | Add +33.6% | 10,850 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.0% | 10,769 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +2.7% | 10,696 | $3.0M |
| Symphony Financial, Ltd. Co. | 0.54% | Add +0.0% | 10,753 | $3.0M |
| Daiwa Securities Group Inc. | 0.02% | Add +24.7% | 10,521 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Add +26.3% | 10,263 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -15.4% | 10,313 | $2.9M |
| Retirement Capital Strategies | 1.12% | Reduce -0.7% | 10,041 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +10.2% | 9,944 | $2.8M |
| Public Sector Pension Investment Board | 0.02% | Reduce -4.3% | 9,765 | $2.7M |
| Empowered Funds, LLC | 0.05% | Add +100.1% | 9,583 | $2.7M |
| Monument Capital Management | 0.77% | Add +2.8% | 9,409 | $2.6M |
| Townsquare Capital LLC | 0.04% | Add +67.4% | 9,236 | $2.6M |
| Beacon Investment Advisors LLC | 1.32% | Add +0.0% | 9,234 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | New | 9,039 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +115.9% | 9,013 | $2.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.7% | 8,888 | $2.5M |
| Caldwell Trust Co | 0.27% | Reduce -3.7% | 8,817 | $2.5M |
| CIBC Asset Management Inc | 0.01% | Reduce -15.7% | 8,807 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.4% | 8,708 | $2.4M |
| Flynn Zito Capital Management, LLC | 1.23% | No change | 8,634 | $2.4M |
| Sumitomo Life Insurance Co. | 0.06% | Add +7.9% | 8,614 | $2.4M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -0.5% | 8,587 | $2.4M |
| Anchor Investment Management, LLC | 0.24% | Add +8.6% | 8,365 | $2.3M |
| Laurion Capital Management LP | 0.08% | Reduce -6.7% | 8,295 | $2.3M |
| Sheaff Brock Investment Advisors, LLC | 0.21% | Reduce -6.0% | 8,276 | $2.3M |
| Oliver Luxxe Assets LLC | 0.49% | Add +0.8% | 8,229 | $2.3M |
| Candriam S.C.A. | 0.01% | Add +29.3% | 8,110 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +8.5% | 7,962 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Add +7.0% | 7,899 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +0.9% | 7,875 | $2.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -5.0% | 7,703 | $2.2M |
| Martingale Asset Management L P | 0.05% | New | 7,697 | $2.1M |
| Dynamic Technology Lab Private Ltd | 0.24% | Reduce -31.6% | 7,559 | $2.1M |
| Aquatic Capital Management LLC | 0.08% | New | 7,520 | $2.1M |
| Clark Capital Management Group, Inc. | 0.02% | Add +31.7% | 7,518 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.5% | 7,698 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +8.8% | 7,227 | $2.0M |
| CGN Advisors LLC | 0.23% | Add +4.4% | 7,105 | $2.0M |
| Pitcairn Co. | 0.12% | Add +1.6% | 6,792 | $1.9M |
| Simplicity Wealth,LLC | 0.04% | Add +1.7% | 6,653 | $1.9M |
| Sterling Group Wealth Management, LLC | 1.06% | — | 6,629 | $1.9M |
| BlueMar Capital Management, LLC | 3.83% | Reduce -46.2% | 6,580 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.7% | 6,537 | $1.8M |
| Banque Cantonale Vaudoise | 0.07% | Add +40.1% | 6,412 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 6,410 | $1.8M |
| Point72 Hong Kong Ltd | 0.11% | Reduce -50.3% | 6,406 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.5% | 6,365 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +48.6% | 6,300 | $1.8M |
| MAI Capital Management | 0.02% | Add +0.4% | 6,100 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +4.5% | 6,131 | $1.7M |
| Aquila Investment Management LLC | 1.57% | No change | 6,000 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | No change | 5,954 | $1.7M |
| Ethic Inc. | 0.04% | Add +14.6% | 5,908 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Add +1.0% | 5,860 | $1.6M |
| Integrated Investment Consultants, LLC | 0.45% | No change | 6,146 | $1.6M |
| Yorktown Management & Research Co Inc | 1.71% | No change | 5,690 | $1.6M |
| FORA Capital, LLC | 0.19% | Reduce -3.9% | 5,675 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 5,670 | $1.6M |
| Ostrum Asset Management | 0.14% | Reduce -7.2% | 5,562 | $1.6M |
| Foresight Global Investors, Inc. | 0.74% | No change | 5,549 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Add +7.7% | 5,551 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.6% | 5,500 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | New | 5,402 | $1.5M |
| Donoghue Forlines LLC | 0.42% | New | 5,287 | $1.5M |
| Knollwood Investment Advisory, LLC | 0.16% | New | 5,275 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.8% | 5,271 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.9% | 3,922 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -0.4% | 5,159 | $1.4M |
| Advisor OS, LLC | 0.16% | Reduce -0.5% | 5,143 | $1.4M |
| MBB Public Markets I LLC | 0.03% | Add +569.0% | 5,131 | $1.4M |
| Credit Agricole S A | 0.01% | New | 5,032 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -31.4% | 5,030 | $1.4M |
| WMS Partners, LLC | 0.09% | New | 5,000 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Reduce -16.0% | 4,981 | $1.4M |
| TrinityPoint Wealth, LLC | 0.22% | New | 4,957 | $1.4M |
| Bank of Nova Scotia | 0.00% | Reduce -1.1% | 4,880 | $1.4M |
| Navellier & Associates Inc. | 0.16% | Reduce -2.3% | 4,874 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +345.8% | 4,846 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +4.4% | 4,785 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.8% | 4,762 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.8% | 4,762 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +9.4% | 4,755 | $1.3M |
| SkyView Investment Advisors, LLC | 0.23% | Add +0.8% | 4,704 | $1.3M |
| Creative Planning | 0.00% | Add +14.7% | 4,574 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +189.0% | 4,485 | $1.3M |
| Engineers Gate Manager LP | 0.03% | Reduce -69.1% | 4,473 | $1.2M |
| Aureus Asset Management, LLC | 0.09% | No change | 4,455 | $1.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.10% | Add +37.0% | 4,401 | $1.2M |
| M&T Bank Corp | 0.00% | Add +4.9% | 4,415 | $1.2M |
| Ossiam | 0.02% | Add +21.3% | 4,409 | $1.2M |
| Future Fund LLC | 3.04% | Add +208.3% | 4,292 | $1.2M |
| Axq Capital, LP | 0.27% | Add +244.5% | 4,193 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -68.6% | 4,181 | $1.2M |
| Crawford Investment Counsel Inc. | 0.02% | Add +7.8% | 4,140 | $1.2M |
| Schroder Investment Management Group | 0.00% | No change | 4,080 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +20.4% | 4,063 | $1.1M |
| Castleark Management LLC | 0.05% | No change | 4,065 | $1.1M |
| Vestcor Inc | 0.04% | No change | 4,061 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -16.0% | 4,056 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +160.9% | 4,000 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.5% | 3,974 | $1.1M |
| Gateway Investment Advisers LLC | 0.01% | Reduce -23.4% | 3,890 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +275.8% | 3,886 | $1.1M |
| Nebula Research & Development LLC | 0.18% | Add +7.6% | 3,884 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +149.6% | 3,853 | $1.1M |
| Walleye Capital LLC | 0.01% | Reduce -87.4% | 3,826 | $1.1M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.04% | Reduce -44.7% | 3,817 | $1.1M |
| Independent Advisor Alliance | 0.04% | Reduce -5.4% | 3,750 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | New | 3,742 | $1.0M |
| Pittenger & Anderson Inc. | 0.04% | Add +5.9% | 3,672 | $1.0M |
| Belpointe Asset Management LLC | 0.07% | Add +86.3% | 3,669 | $1.0M |
| First Hawaiian Bank | 0.03% | Reduce -34.7% | 3,655 | $1.0M |
| Fulton Bank, N.A. | 0.04% | Reduce -0.2% | 3,630 | $1.0M |
| LVW Advisors, LLC | 0.15% | Add +10.6% | 3,589 | $1.0M |
| Mutual of America Capital Management LLC | 0.01% | New | 3,567 | $996K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.1% | 3,565 | $996K |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.8% | 3,545 | $990K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 3,509 | $980K |
| Focus Partners Wealth | 0.00% | Add +0.5% | 3,463 | $967K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +1.6% | 3,459 | $966K |
| Globeflex Capital L P | 0.10% | No change | 3,368 | $941K |
| Yarbrough Capital, LLC | 0.04% | No change | 3,361 | $939K |
| Qsemble Capital Management, LP | 0.18% | New | 3,336 | $932K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +17.9% | 3,300 | $922K |
| Achmea Investment Management B.V. | 0.02% | Reduce -18.5% | 3,286 | $917K |
| Garrett Wealth Advisory Group, LLC | 0.33% | No change | 3,219 | $899K |
| Harvest Fund Management Co., Ltd | 0.06% | Add +541.9% | 3,203 | $894K |
| Point72 (DIFC) Ltd | 0.08% | Reduce -67.4% | 3,183 | $889K |
| Catalyst Capital Advisors LLC | 0.02% | Reduce -7.3% | 3,170 | $885K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +2.5% | 3,161 | $883K |
| Chiron Investment Management, LLC | 0.35% | Add +18.6% | 3,150 | $880K |
| Caprock Group, LLC | 0.04% | New | 3,105 | $867K |
| Machina Capital S.A.S. | 0.39% | New | 3,104 | $867K |
| AlphaQuest LLC | 0.11% | New | 3,014 | $842K |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.8% | 2,989 | $835K |
| Vident Advisory, LLC | 0.02% | Reduce -7.5% | 2,981 | $833K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 2,981 | $833K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.7% | 2,974 | $831K |
| Ritholtz Wealth Management | 0.03% | Reduce -2.5% | 2,959 | $826K |
| Fortis Capital Advisors, LLC | 0.30% | Add +49.8% | 2,950 | $824K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +5.3% | 2,935 | $820K |
| Pearl River Capital, LLC | 0.13% | New | 2,912 | $813K |
| &partners | 0.04% | New | 2,876 | $803K |
| Magnetar Financial LLC | 0.02% | Reduce -17.7% | 2,860 | $799K |
| Prudential PLC | 0.01% | Reduce -10.3% | 2,857 | $798K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.5% | 2,818 | $787K |
| Vinva Investment Management Ltd | 0.04% | Add +38.4% | 2,785 | $770K |
| Everpar Advisors LLC | 0.38% | Add +5.4% | 2,736 | $764K |
| Advisors Asset Management, Inc. | 0.01% | Add +38.1% | 2,673 | $747K |
| QRG Capital Management, Inc. | 0.01% | Reduce -55.5% | 2,660 | $743K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +130.8% | 2,626 | $733K |
| Entropy Technologies, LP | 0.08% | New | 2,620 | $732K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -1.0% | 2,607 | $728K |
| Principal Securities, Inc. | 0.02% | Add +2.4% | 2,600 | $726K |
| Emerald Advisers, LLC | 0.03% | Reduce -22.2% | 2,513 | $702K |
| Old National Bancorp | 0.02% | New | 2,501 | $699K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,481 | $693K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -2.0% | 2,467 | $689K |
| Parallel Advisors, LLC | 0.02% | Add +0.8% | 2,434 | $680K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 2,410 | $673K |
| Moneco Advisors, LLC | 0.10% | Reduce -0.8% | 2,396 | $669K |
| Avior Wealth Management, LLC | 0.03% | Reduce -11.3% | 2,374 | $663K |
| Impax Asset Management Group plc | 0.00% | New | 2,297 | $642K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $634K |
| PDT Partners, LLC | 0.06% | Reduce -1.5% | 2,247 | $628K |
| Prossimo Advisors, LLC | 0.56% | No change | 2,235 | $624K |
| Root Financial Partners, LLC | 0.14% | Add +0.1% | 2,207 | $616K |
| Concorde Asset Management, LLC | 0.38% | No change | 2,200 | $614K |
| XML Financial, LLC | 0.06% | Reduce -1.1% | 2,189 | $611K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 2,169 | $606K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.5% | 2,140 | $597K |
| Petrus Trust Company, LTA | 0.05% | New | 2,066 | $577K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.8% | 2,062 | $576K |
| Fiduciary Trust Co | 0.01% | Add +40.9% | 2,026 | $566K |
| DAVENPORT & Co LLC | 0.00% | Add +44.6% | 2,022 | $565K |
| Archer Investment Corp | 0.16% | No change | 2,016 | $563K |
| WJ Wealth Management, LLC | 0.20% | No change | 2,000 | $559K |
| Versor Investments LP | 0.10% | New | 2,000 | $559K |
| Hamilton Capital Partners Inc. | 0.06% | Reduce -13.6% | 1,973 | $551K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +11.8% | 1,952 | $545K |
| HighPoint Advisor Group LLC | 0.03% | Add +7.6% | 2,395 | $531K |
| Hunting Hill Global Capital, LLC | 0.26% | No change | 1,871 | $523K |
| Wedmont Private Capital | 0.03% | Add +12.3% | 1,923 | $507K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 1,800 | $503K |
| Savant Capital, LLC | 0.01% | Reduce -0.7% | 1,794 | $501K |
| Ieq Capital, LLC | 0.01% | Reduce -0.8% | 1,784 | $498K |
| AE Wealth Management LLC | 0.00% | New | 1,758 | $491K |
| Applied Finance Capital Management, LLC | 0.02% | New | 1,757 | $491K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +3.4% | 1,756 | $490K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.9% | 1,734 | $484K |
| Moran Wealth Management, LLC | 0.02% | Add +46.8% | 1,715 | $479K |
| Heritage Wealth Management, LLC | 0.27% | Reduce -11.8% | 1,712 | $478K |
| Heritage Family Offices, LLP | 0.27% | — | 1,712 | $478K |
| New York State Teachers Retirement System | 0.00% | Add +191.3% | 1,713 | $478K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.0% | 1,665 | $465K |
| Investment Management Corp of Ontario | 0.01% | Add +31.7% | 1,661 | $464K |
| Diversify Advisory Services, LLC | 0.03% | New | 1,695 | $463K |
| Sanchez Wealth Management Group | 0.15% | Add +0.1% | 1,649 | $460K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.7% | 1,647 | $460K |
| National Bank of Canada | 0.00% | Reduce -98.7% | 1,604 | $452K |
| Mattson Financial Services, LLC | 0.16% | — | 1,612 | $450K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.6% | 1,609 | $449K |
| UniSuper Management Pty Ltd | 0.00% | Add +45.5% | 1,600 | $447K |
| Lido Advisors, LLC | 0.00% | Add +4.0% | 1,597 | $446K |
| Bessemer Group Inc. | 0.00% | No change | 1,599 | $446K |
| Clearstead Advisors, LLC | 0.01% | Add +291.4% | 1,593 | $445K |
| Unique Wealth Strategies, LLC | 0.21% | No change | 1,673 | $442K |
| Dynasty Wealth Management, LLC | 0.01% | Add +92.1% | 1,579 | $441K |
| Pennsylvania Capital Management Inc. | 0.17% | No change | 1,572 | $439K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.3% | 1,559 | $435K |
| Pzena Investment Management LLC | 0.00% | Add +51.2% | 1,541 | $430K |
| Riverpoint Wealth Management Holdings, LLC | 0.12% | Add +0.1% | 1,537 | $429K |
| MJP Associates Inc. | 0.09% | Add +5.3% | 1,522 | $425K |
| Ironwood Investment Counsel, LLC | 0.08% | Reduce -25.7% | 1,520 | $425K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -50.7% | 1,512 | $422K |
| DGS Capital Management, LLC | 0.12% | Reduce -7.2% | 1,508 | $421K |
| Choreo, LLC | 0.01% | New | 1,474 | $415K |
| Signaturefd, LLC | 0.01% | Add +5.9% | 1,482 | $414K |
| Corebridge Financial, Inc. | 0.00% | — | 1,481 | $414K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -34.4% | 1,454 | $406K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -8.1% | 1,436 | $401K |
| Wealth Alliance, LLC | 0.05% | Add +0.1% | 1,419 | $396K |
| State of Michigan Retirement System | 0.00% | Reduce -17.6% | 1,400 | $391K |
| Oak Thistle LLC | 0.29% | Reduce -27.4% | 1,391 | $389K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.0% | 1,372 | $383K |
| Gsa Capital Partners LLP | 0.03% | Add +3.8% | 1,373 | $383K |
| Legacy Financial Group LLC | 0.07% | No change | 1,366 | $382K |
| First Trust Direct Indexing L.P. | 0.02% | New | 1,357 | $379K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 1,359 | $379K |
| Cynosure Group, LLC | 0.06% | Add +15.0% | 1,339 | $374K |
| SFG Wealth Management, LLC. | 0.21% | Add +0.1% | 1,339 | $374K |
| Symmetry Partners, LLC | 0.02% | No change | 1,324 | $370K |
| Great Diamond Partners, LLC | 0.09% | Reduce -6.7% | 1,316 | $368K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 1,309 | $366K |
| Transcend Capital Advisors, LLC | 0.03% | Add +58.1% | 1,301 | $363K |
| Thrive Wealth Management, LLC | 0.07% | Add +12.2% | 1,301 | $363K |
| ProShare Advisors LLC | 0.00% | Reduce -30.7% | 1,266 | $354K |
| Capstone Investment Advisors, LLC | 0.02% | Add +62.7% | 1,246 | $348K |
| Gibbs Wealth Management | 0.14% | New | 1,244 | $347K |
| HB Wealth Management, LLC | 0.00% | New | 1,222 | $341K |
| First County Bank | 0.18% | Reduce -6.7% | 1,222 | $341K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -27.8% | 1,221 | $341K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -18.7% | 1,220 | $341K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -9.0% | 1,523 | $337K |
| Cwm, LLC | 0.00% | Add +9.8% | 1,205 | $337K |
| Schechter Investment Advisors, LLC | 0.03% | Add +16.1% | 1,205 | $337K |
| LRI Investments, LLC | 0.04% | Add +2531.1% | 1,184 | $331K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 1,180 | $330K |
| iA Global Asset Management Inc. | 0.01% | Reduce -18.1% | 1,175 | $328K |
| Cetera Trust Company, N.A | 0.20% | No change | 1,160 | $324K |
| Bridges Investment Management Inc. | 0.00% | New | 1,148 | $321K |
| Brown Financial Advisors | 0.14% | — | 1,111 | $310K |
| OneAscent Financial Services LLC | 0.04% | Reduce -2.0% | 1,111 | $310K |
| Mfa Wealth Advisors, LLC | 0.07% | Reduce -55.4% | 1,105 | $309K |
| Foguth Wealth Management, LLC. | 0.13% | New | 1,084 | $303K |
| Alera Investment Advisors, LLC | 0.04% | Reduce -60.2% | 1,057 | $295K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -4.6% | 1,040 | $290K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.6% | 1,035 | $289K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,026 | $287K |
| Rakuten Investment Management, Inc. | 0.00% | Add +56.6% | 1,024 | $283K |
| Forum Financial Management, LP | 0.01% | Add +0.4% | 1,013 | $283K |
| Stephens Inc. | 0.00% | Add +18.4% | 1,002 | $280K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -10.4% | 998 | $279K |
| Plato Investment Management Ltd | 0.03% | No change | 980 | $274K |
| Drive Wealth Management, LLC | 0.07% | Add +3.5% | 962 | $269K |
| Elgethun Capital Management | 0.07% | No change | 958 | $268K |
| Intrust Bank NA | 0.03% | Reduce -3.6% | 915 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -59.3% | 900 | $251K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.7% | 900 | $251K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.5% | 899 | $251K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | New | 880 | $248K |
| GeoWealth Management, LLC | 0.01% | Add +14.7% | 888 | $248K |
| Quent Capital, LLC | 0.03% | Add +0.1% | 876 | $245K |
| Lindbrook Capital, LLC | 0.02% | Add +0.3% | 872 | $244K |
| V-Square Quantitative Management LLC | 0.04% | Add +0.2% | 865 | $242K |
| Tsfg, LLC | 0.06% | Add +0.1% | 863 | $241K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +9.0% | 857 | $239K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.9% | 845 | $236K |
| Mather Group, Llc. | 0.00% | Add +1.4% | 892 | $236K |
| Teza Capital Management LLC | 0.03% | New | 831 | $232K |
| Berger Financial Group, Inc | 0.02% | Add +1.6% | 823 | $230K |
| Portside Wealth Group, LLC | 0.04% | New | 822 | $230K |
| EP Wealth Advisors, LLC | 0.00% | New | 813 | $227K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 799 | $223K |
| International Assets Investment Management, LLC | 0.02% | New | 799 | $223K |
| Integrated Advisors Network LLC | 0.01% | New | 799 | $223K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 796 | $222K |
| Kolinsky Wealth Management, LLC | 0.16% | New | 791 | $221K |
| Cigna Investments Inc. | 0.04% | Reduce -2.1% | 782 | $219K |
| Wedbush Securities Inc. | 0.01% | New | 773 | $216K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $212K |
| Eagle Bay Advisors LLC | 0.13% | Reduce -4.6% | 754 | $211K |
| DE Burlo Group Inc. | 0.03% | New | 750 | $209K |
| Waddell & Associates, LLC | 0.03% | New | 746 | $208K |
| Hill Investment Group Partners, LLC | 0.03% | Add +1.5% | 940 | $207K |
| Veltria Advisors Corp. | 0.07% | Reduce -46.6% | 736 | $206K |
| Corton Capital Inc. | 0.11% | New | 735 | $205K |
| IFG Advisory, LLC | 0.01% | New | 733 | $205K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -23.9% | 747 | $204K |
| GC Wealth Management RIA, LLC | 0.04% | New | 728 | $203K |
| Carr Financial Group Corp | 0.06% | New | 725 | $202K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.3% | 669 | $187K |
| Assetmark, Inc. | 0.00% | Add +12.1% | 641 | $179K |
| CI Investments Inc. | 0.00% | Add +10.1% | 641 | $179K |
| TD Waterhouse Canada Inc. | 0.00% | Add +16.0% | 622 | $175K |
| United Community Bank | 0.07% | Reduce -2.4% | 615 | $172K |
| Fifth Third Bancorp | 0.00% | Add +9450.0% | 573 | $160K |
| Transamerica Financial Advisors, LLC | 0.02% | No change | 555 | $155K |
| Tyler-Stone Wealth Management | 0.06% | No change | 518 | $145K |
| Quadrant Capital Group LLC | 0.01% | Add +0.2% | 506 | $141K |
| Private Trust Co. NA | 0.01% | No change | 475 | $133K |
| Allworth Financial LP | 0.00% | Add +14.6% | 614 | $130K |
| Blue Trust, Inc. | 0.00% | Add +281.9% | 485 | $128K |
| Colonial Trust Co / SC | 0.02% | No change | 455 | $127K |
| Asset Dedication, LLC | 0.01% | No change | 452 | $126K |
| State of Wyoming | 0.02% | New | 450 | $126K |
| Farther Finance Advisors, LLC | 0.01% | Add +170.1% | 416 | $117K |
| Gables Capital Management Inc. | 0.06% | No change | 400 | $112K |
| CENTRAL TRUST Co | 0.00% | No change | 367 | $103K |
| IFP Advisors, Inc | 0.00% | Add +6.7% | 353 | $99K |
| Penserra Capital Management LLC | 0.00% | Reduce -0.6% | 350 | $98K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.5% | 349 | $97K |
| PEAK6 Investments LLC | 0.00% | Reduce -69.3% | 333 | $93K |
| Quarry LP | 0.04% | Add +45.3% | 327 | $91K |
| Arlington Trust Co LLC | 0.02% | Reduce -18.4% | 315 | $88K |
| Alta Advisers Ltd | 0.04% | No change | 300 | $84K |
| Benjamin Edwards Inc. | 0.02% | Add +8.8% | 298 | $83K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -20.9% | 291 | $81K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 272 | $76K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.0% | 240 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Add +177.8% | 225 | $62K |
| J.Safra Asset Management Corp | 0.01% | Add +616.1% | 222 | $62K |
| GAMMA Investing LLC | 0.01% | Add +56.5% | 216 | $60K |
| Sandy Spring Bank | 0.00% | No change | 205 | $57K |
| Covestor Ltd | 0.03% | Reduce -21.3% | 181 | $51K |
| Arax Advisory Partners | 0.00% | Add +33.8% | 182 | $51K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $51K |
| UMB Bank, n.a. | 0.00% | Reduce -12.3% | 171 | $48K |
| Walleye Trading LLC | 0.00% | Reduce -87.1% | 161 | $45K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -28.3% | 160 | $45K |
| Spire Wealth Management | 0.00% | Add +11.2% | 159 | $44K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.3% | 156 | $44K |
| Ceredex Value Advisors LLC | 0.00% | Reduce -25.0% | 150 | $42K |
| FIL Ltd | 0.00% | Add +51.6% | 141 | $39K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 138 | $39K |
| MCF Advisors LLC | 0.00% | Add +9.5% | 138 | $39K |
| Tortoise Investment Management, LLC | 0.00% | Add +74.7% | 131 | $37K |
| Crewe Advisors LLC | 0.00% | Add +360.7% | 129 | $36K |
| Capital Analysts, LLC | 0.00% | No change | 128 | $36K |
| Smithfield Trust Co | 0.00% | No change | 119 | $34K |
| Riverview Trust Co | 0.03% | No change | 113 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.7% | 111 | $31K |
| Huntington National Bank | 0.00% | Add +20.9% | 110 | $31K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 100 | $28K |
| Key Financial Inc | 0.01% | New | 100 | $28K |
| Andra AP-fonden | 0.00% | Reduce -99.6% | 100 | $28K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 100 | $28K |
| IAG Wealth Partners, LLC | 0.01% | Add +8.4% | 90 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 90 | $25K |
| West Oak Capital, LLC | 0.01% | No change | 75 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -17.6% | 70 | $20K |
| Versant Capital Management, Inc | 0.00% | Add +762.5% | 69 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $18K |
| Opal Wealth Advisors, LLC | 0.01% | New | 60 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.6% | 57 | $16K |
| Private Wealth Management Group, LLC | 0.01% | Add +134.8% | 54 | $15K |
| Lazard Asset Management LLC | 0.00% | Reduce -94.6% | 51 | $14K |
| PSI Advisors, LLC | 0.00% | No change | 50 | $14K |
| Park Place Capital Corp | 0.00% | No change | 48 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $13K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -32.8% | 45 | $13K |
| Global Wealth Strategies & Associates | 0.00% | No change | 44 | $12K |
| Trust Co. of Vermont | 0.00% | New | 43 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Add +176.9% | 36 | $10K |
| Valley National Advisers Inc. | 0.00% | Add +2.8% | 37 | $10K |
| Front Row Advisors LLC | 0.00% | Add +18.5% | 32 | $9K |
| Oakworth Capital, Inc. | 0.00% | New | 32 | $9K |
| EdgeRock Capital LLC | 0.01% | New | 32 | $9K |
| Alaska Permanent Fund Corp | 0.00% | New | 38 | $8K |
| Center for Financial Planning, Inc. | 0.00% | New | 30 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 30 | $8K |
| CVA Family Office, LLC | 0.00% | Add +16.0% | 29 | $8K |
| Meeder Asset Management Inc. | 0.00% | No change | 26 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 25 | $7K |
| ESL Trust Services, LLC | 0.00% | New | 25 | $7K |
| WealthCollab, LLC | 0.00% | No change | 24 | $7K |
| Concord Wealth Partners | 0.00% | No change | 24 | $7K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 23 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 23 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 22 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.5% | 21 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -34.5% | 19 | $5K |
| CNB Bank | 0.00% | No change | 19 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.8% | 19 | $5K |
| Raleigh Capital Management Inc. | 0.00% | No change | 18 | $5K |
| Balefire, LLC | 0.00% | No change | 18 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.7% | 18 | $5K |
| Leonteq Securities AG | 0.00% | New | 17 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 13 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $3K |
| Innealta Capital, LLC | 0.00% | New | 12 | $3K |
| Lynx Investment Advisory | 0.00% | — | 11 | $3K |
| American National Bank & Trust | 0.00% | Reduce -92.9% | 10 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 8 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 8 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 9 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $2K |
| Sachetta, LLC | 0.00% | Add +166.7% | 8 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 6 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 5 | $1K |
| Rakuten Securities, Inc. | 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 |
| Rothschild Investment LLC | 0.00% | New | 5 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +100.0% | 4 | $1K |
| Richardson Financial Services Inc. | 0.00% | No change | 4 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 4 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | No change | 6 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $1K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 3 | $838 |
| Continuum Advisory, LLC | 0.00% | No change | 3 | $838 |
| GHP Investment Advisors, Inc. | 0.00% | New | 3 | $838 |
| Abich Financial Wealth Management LLC | 0.00% | New | 1 | $286 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $282 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $280 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $280 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -75.0% | 1 | $279 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.