LPL Financial HoldingsLPLA
13F holders, Q3 2024 (September 30)645holders −31
75new positions
112sold out
13famous investors
$233.39avg. 13F price*
At the end of Q3 2024, 645 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 31 from Q2 2024. 75 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.1B) and FMR LLC ($772.9M). 13 famous investors held it, including Stephen Mandel (3.8% of Lone Pine Capital's portfolio), Lee Ainslie (2.3% of Maverick Capital's portfolio) and Dan Loeb (1.5% of Third Point's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $600.7M |
| Exits | 112 | $816.3M |
All 13F filers, Q2 2024 → Q3 2024: 11,481,156 shares bought and 10,947,147 shares sold, net +534,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| Vanguard Group Inc. | 0.03% | Add +1.3% | 7,279,594 | $1.7B |
| BlackRock, Inc. | 0.02% | — | 4,754,404 | $1.1B |
| FMR LLC | 0.05% | Add +24.4% | 3,322,571 | $772.9M |
| Boston Partners | 0.85% | Add +64.3% | 3,099,904 | $722.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.34% | Add +0.5% | 2,603,251 | $605.6M |
| Janus Henderson Group PLC | 0.30% | Reduce -0.5% | 2,528,497 | $588.2M |
| Lone Pine Capital | 3.78% | Add +29.4% | 2,180,137 | $507.2M |
| State Street Corp. | 0.02% | Reduce -1.5% | 1,677,093 | $390.1M |
| Samlyn Capital, LLC | 6.19% | Add +37.8% | 1,645,694 | $382.8M |
| WCM Investment Management, LLC | 0.86% | Reduce -0.8% | 1,649,668 | $380.8M |
| Geode Capital Management, LLC | 0.03% | Add +2.6% | 1,436,831 | $333.6M |
| JPMorgan Chase & Co. | 0.02% | Add +27.6% | 1,275,136 | $296.6M |
| Darlington Partners Capital Management, LP | 10.35% | Add +40.4% | 1,099,736 | $255.8M |
| Eminence Capital, LP | 3.81% | Add +61.1% | 1,078,109 | $250.8M |
| First Trust Advisors LP | 0.22% | Add +1007.0% | 991,029 | $230.5M |
| Clarkston Capital Partners, LLC | 4.18% | Reduce -1.6% | 977,030 | $227.3M |
| Norges Bank | 0.03% | Reduce -0.8% | 921,722 | $214.4M |
| TD Asset Management Inc | 0.18% | Add +2.9% | 906,613 | $209.3M |
| Morgan Stanley | 0.01% | Reduce -40.6% | 870,848 | $202.6M |
| Marshall Wace, LLP | 0.26% | New | 863,254 | $200.8M |
| Millennium Management | 0.18% | Add +89.4% | 839,199 | $195.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.4% | 800,591 | $186.2M |
| Eagle Asset Management Inc. | 0.94% | Reduce -9.5% | 591,233 | $184.6M |
| SurgoCap Partners LP | 9.69% | Add +42.8% | 780,721 | $181.6M |
| Southpoint Capital Advisors LP | 4.14% | Add +50.0% | 750,000 | $174.5M |
| Westfield Capital Management Co. LP | 0.75% | Add +21.6% | 710,867 | $165.4M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -19.7% | 710,367 | $165.3M |
| Epoch Investment Partners, Inc. | 0.73% | Add +8.3% | 700,034 | $162.8M |
| HMI Capital Management, L.P. | 6.67% | Add +21.6% | 692,543 | $161.1M |
| Azora Capital LP | 8.10% | Add +52.2% | 643,544 | $149.7M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -70.7% | 615,985 | $143.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -6.1% | 615,237 | $143.1M |
| Canada Pension Plan Investment Board | 0.13% | Reduce -21.6% | 607,765 | $141.4M |
| Manufacturers Life Insurance Company, The | 0.12% | Reduce -27.7% | 559,402 | $130.1M |
| Markel Group | 1.09% | Add +8.0% | 520,404 | $121.1M |
| Wells Fargo & Company | 0.03% | Reduce -0.9% | 498,223 | $115.9M |
| Maverick Capital | 2.25% | Add +82.0% | 497,075 | $115.6M |
| Fairview Capital Investment Management, LLC | 6.11% | Reduce -0.2% | 485,946 | $113.0M |
| Third Point | 1.53% | New | 485,000 | $112.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -48.0% | 479,915 | $111.6M |
| Junto Capital Management LP | 2.50% | Reduce -16.0% | 477,586 | $111.1M |
| American Century Companies Inc. | 0.06% | Reduce -0.7% | 474,026 | $110.3M |
| First Pacific Advisors, LP | 1.51% | Reduce -0.1% | 458,362 | $106.6M |
| Man Group plc | 0.31% | Add +81.0% | 448,926 | $104.4M |
| Agf Management Ltd. | 0.53% | Add +3.5% | 447,510 | $104.1M |
| Northern Trust Corp. | 0.02% | Reduce -6.3% | 429,594 | $99.9M |
| Citadel Advisors | 0.10% | Add +17.7% | 419,977 | $97.7M |
| Bank of America Corp. | 0.01% | Reduce -39.1% | 354,700 | $82.5M |
| Point72 Asset Management | 0.29% | Add +144.6% | 350,382 | $81.5M |
| Legal & General Group Plc | 0.02% | Reduce -0.8% | 340,526 | $79.2M |
| Raymond James & Associates | 0.05% | Reduce -15.4% | 333,568 | $77.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.2% | 321,813 | $74.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.7% | 316,670 | $73.7M |
| Gilder Gagnon Howe & Co. LLC | 0.78% | Add +20.5% | 281,679 | $65.5M |
| Franklin Resources Inc. | 0.02% | Reduce -17.8% | 259,919 | $64.9M |
| Holocene Advisors, LP | 0.26% | Add +25.6% | 278,783 | $64.9M |
| UBS Group AG | 0.02% | Add +125.2% | 272,655 | $63.4M |
| Macquarie Group Ltd. | 0.06% | Reduce -37.8% | 253,573 | $59.0M |
| Aberdeen Group plc | 0.11% | Reduce -2.2% | 253,368 | $59.0M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 249,329 | $58.0M |
| Qube Research & Technologies Ltd | 0.11% | Add +160.7% | 248,663 | $57.8M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -14.1% | 236,884 | $55.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.1% | 231,970 | $54.0M |
| Wellington Management Group LLP | 0.01% | Add +32.8% | 227,157 | $52.8M |
| Coronation Fund Managers Ltd. | 2.81% | Add +68.2% | 217,451 | $50.6M |
| Deutsche Bank AG | 0.02% | Add +20.9% | 213,971 | $49.8M |
| Harris Associates (Oakmark Funds) | 0.08% | New | 212,238 | $49.4M |
| Captrust Financial Advisors | 0.14% | Add +1174.1% | 197,584 | $46.0M |
| D. E. Shaw & Co. | 0.06% | Reduce -60.7% | 195,143 | $45.4M |
| Truist Financial Corp. | 0.07% | Add +4.2% | 178,047 | $41.4M |
| Royal Bank of Canada | 0.01% | Reduce -8.2% | 177,038 | $41.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.7% | 175,199 | $40.8M |
| Tybourne Capital Management (hk) Ltd. | 11.26% | New | 172,700 | $40.2M |
| Employees Retirement System of Texas | 0.40% | No change | 168,400 | $39.2M |
| HSBC Holdings PLC | 0.02% | Reduce -2.5% | 157,789 | $36.7M |
| Brown Brothers Harriman & Co. | 0.24% | Add +58.4% | 151,979 | $35.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -60.2% | 151,606 | $35.3M |
| Focus Partners Advisor Solutions, LLC | 0.73% | Add +0.4% | 148,469 | $34.5M |
| Family Wealth Partners, LLC | 17.60% | Add +0.4% | 147,896 | $34.4M |
| California Public Employees Retirement System | 0.02% | Reduce -1.8% | 145,026 | $33.7M |
| Invesco Ltd. | 0.01% | Reduce -77.3% | 128,641 | $29.9M |
| Reinhart Partners, Llc. | 1.12% | Add +65.0% | 126,757 | $29.5M |
| Stifel Financial Corp. | 0.03% | Reduce -15.3% | 122,831 | $28.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -28.2% | 119,955 | $27.9M |
| National Pension Service | 0.03% | Add +4.0% | 117,724 | $27.4M |
| Barclays PLC | 0.01% | Add +114.1% | 115,767 | $26.9M |
| Comerica Bank | 0.10% | Add +10.8% | 113,746 | $26.5M |
| California State Teachers Retirement System | 0.03% | Reduce -1.8% | 109,862 | $25.6M |
| LPL Financial LLC | 0.01% | Add +5.7% | 106,135 | $24.7M |
| Rhumbline Advisers | 0.02% | Add +0.0% | 105,813 | $24.6M |
| Heron Bay Capital Management | 4.70% | Add +7.0% | 96,131 | $22.4M |
| Russell Investments Group, Ltd. | 0.03% | Add +82.6% | 95,237 | $22.1M |
| Jennison Associates LLC | 0.01% | Add +46.0% | 94,850 | $22.1M |
| Intech Investment Management LLC | 0.24% | Add +267.0% | 91,999 | $21.4M |
| Hudson Bay Capital Management LP | 0.17% | New | 88,947 | $20.7M |
| Sei Investments Co. | 0.03% | Add +5.3% | 87,660 | $20.4M |
| Iridian Asset Management LLC | 4.13% | Add +77.7% | 82,834 | $19.3M |
| Aviva PLC | 0.05% | Add +2.2% | 80,867 | $18.8M |
| Interval Partners, LP | 0.52% | New | 78,746 | $18.3M |
| Danske Bank A/S | 0.06% | Reduce -7.9% | 77,506 | $18.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -3.5% | 75,699 | $17.6M |
| Foster Victor Wealth Advisors, LLC | 1.37% | Add +32.5% | 69,731 | $17.1M |
| Trillium Asset Management, LLC | 0.40% | Reduce -59.6% | 70,310 | $16.4M |
| Artemis Investment Management LLP | 0.25% | Reduce -44.4% | 69,840 | $16.2M |
| NewEdge Wealth, LLC | 0.29% | Add +259.6% | 69,669 | $16.2M |
| Susquehanna International Group, LLP | 0.03% | Add +395.4% | 68,900 | $16.0M |
| Squarepoint Ops LLC | 0.05% | New | 68,677 | $16.0M |
| Fort Washington Investment Advisors Inc. | 0.10% | Add +24.4% | 67,466 | $15.7M |
| Baron Capital (BAMCO) | 0.04% | Reduce -47.9% | 65,448 | $15.2M |
| AQR Capital Management | 0.02% | Add +47.8% | 64,884 | $15.1M |
| ExodusPoint Capital Management, LP | 0.15% | Add +614.0% | 64,535 | $15.0M |
| Korea Investment CORP | 0.04% | Add +58.2% | 63,846 | $14.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.20% | Add +0.9% | 62,342 | $14.5M |
| Caisse de depot et placement du Quebec | 0.03% | New | 62,104 | $14.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -47.6% | 62,047 | $14.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +19.6% | 60,446 | $14.1M |
| Westwood Holdings Group Inc. | 0.11% | New | 58,432 | $13.6M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -24.5% | 57,084 | $13.3M |
| Amundi | 0.00% | Reduce -70.3% | 54,668 | $13.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +19.5% | 54,577 | $12.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -9.8% | 53,814 | $12.5M |
| Royal London Asset Management Ltd. | 0.03% | Add +6.2% | 51,542 | $12.0M |
| Treasurer of the State of North Carolina | 0.05% | Add +1.0% | 50,954 | $11.9M |
| Thornburg Investment Management Inc. | 0.15% | Reduce -0.1% | 50,646 | $11.8M |
| Wealth High Governance Capital Ltda | 4.08% | New | 50,000 | $11.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +12.8% | 49,762 | $11.6M |
| Winmill & Co. Inc. | 3.82% | Add +98.1% | 48,860 | $11.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.5% | 47,581 | $11.1M |
| Teacher Retirement System of Texas | 0.05% | Reduce -13.6% | 47,502 | $11.1M |
| Toronto Dominion Bank | 0.02% | Reduce -47.6% | 46,632 | $10.8M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -67.3% | 42,118 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -16.5% | 44,641 | $10.4M |
| State of Wisconsin Investment Board | 0.03% | Add +2.1% | 44,611 | $10.4M |
| Logan Capital Management Inc. | 0.42% | Reduce -1.0% | 44,180 | $10.3M |
| Mawer Investment Management Ltd. | 0.05% | Add +3.2% | 43,016 | $10.0M |
| Tobam | 1.78% | Add +51.5% | 42,074 | $9.8M |
| Pictet Asset Management Holding SA | 0.01% | Add +13.1% | 40,928 | $9.5M |
| Primecap Management Co. | 0.01% | Reduce -82.5% | 40,900 | $9.5M |
| Bank of Montreal | 0.00% | Reduce -46.2% | 40,784 | $9.4M |
| Van Eck Associates Corp. | 0.01% | Add +61.2% | 36,380 | $9.4M |
| Cobalt Capital Management, Inc. | 4.14% | New | 40,000 | $9.3M |
| Voya Investment Management LLC | 0.01% | Reduce -93.8% | 37,687 | $8.8M |
| Citigroup Inc. | 0.01% | Reduce -29.3% | 37,289 | $8.7M |
| Point72 Europe (London) LLP | 0.73% | Add +90.2% | 37,276 | $8.7M |
| Pathstone Holdings, LLC | 0.04% | Reduce -15.8% | 36,334 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.4% | 36,239 | $8.4M |
| Bridgewater Associates | 0.05% | Add +230.4% | 35,848 | $8.3M |
| KWB Wealth | 1.04% | Add +0.0% | 28,463 | $7.9M |
| Corient Private Wealth LP | 0.01% | Reduce -4.6% | 33,792 | $7.9M |
| Poplar Forest Capital LLC | 1.06% | New | 33,311 | $7.7M |
| ArrowMark Colorado Holdings LLC | 0.10% | New | 33,256 | $7.7M |
| Banco BTG Pactual S.A. | 2.00% | New | 33,015 | $7.7M |
| Cinctive Capital Management LP | 0.44% | Reduce -18.6% | 32,858 | $7.6M |
| Icon Advisers Inc. | 1.66% | Reduce -28.0% | 32,583 | $7.6M |
| Channing Capital Management, LLC | 0.19% | Reduce -17.4% | 31,817 | $7.4M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.7% | 30,804 | $7.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -65.3% | 29,826 | $6.9M |
| Brevan Howard Capital Management LP | 0.34% | New | 29,801 | $6.9M |
| Allianz Asset Management GmbH | 0.01% | Add +24.5% | 29,333 | $6.8M |
| Headlands Technologies LLC | 0.78% | New | 29,126 | $6.8M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.0% | 29,100 | $6.8M |
| Mediolanum International Funds Ltd | 0.09% | Add +13.9% | 28,548 | $6.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.8% | 27,759 | $6.5M |
| 2Xideas AG | 0.86% | Reduce -31.5% | 27,508 | $6.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +0.6% | 27,408 | $6.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +4.2% | 27,214 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +1.0% | 27,098 | $6.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -46.3% | 26,494 | $6.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1385.7% | 26,089 | $6.1M |
| Strategic Global Advisors, LLC | 1.17% | Add +16.0% | 25,601 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Add +15.7% | 25,418 | $5.9M |
| Brant Point Investment Management LLC | 1.32% | Reduce -27.4% | 24,966 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Add +351.6% | 24,836 | $5.8M |
| Tudor Investment Corporation | 0.06% | Reduce -74.5% | 24,238 | $5.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -3.0% | 23,481 | $5.5M |
| Blair William & Co. | 0.02% | Reduce -6.0% | 23,122 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +25.6% | 16,399 | $5.4M |
| Whittier Trust Co. | 0.07% | Add +4.7% | 22,784 | $5.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.23% | Reduce -24.1% | 21,574 | $5.0M |
| Bullseye Asset Management LLC | 2.31% | No change | 21,527 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -25.8% | 21,482 | $5.0M |
| Arizona State Retirement System | 0.03% | Add +4.7% | 21,404 | $5.0M |
| Winthrop Advisory Group LLC | 0.60% | Add +0.1% | 20,803 | $4.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | — | 20,700 | $4.8M |
| Commerce Bank | 0.03% | Reduce -88.3% | 20,545 | $4.8M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +6.5% | 20,348 | $4.7M |
| Engineers Gate Manager LP | 0.09% | Add +353.7% | 20,294 | $4.7M |
| US Bancorp \de | 0.01% | Reduce -4.7% | 20,287 | $4.7M |
| DRW Securities, LLC | 0.26% | Add +3.5% | 20,080 | $4.7M |
| Kennedy Capital Management LLC | 0.10% | Add +51.6% | 19,919 | $4.6M |
| Walleye Capital LLC | 0.05% | Add +420.4% | 19,912 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | Add +21.6% | 19,681 | $4.6M |
| Prana Capital Management, LP | 0.20% | Add +35.0% | 18,876 | $4.4M |
| Storebrand Asset Management As | 0.01% | Reduce -9.1% | 18,576 | $4.3M |
| Eagle Rock Investment Company, LLC | 0.70% | Add +22.5% | 18,051 | $4.2M |
| Capital World Investors | 0.00% | No change | 17,807 | $4.1M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 17,742 | $4.1M |
| Weiss Asset Management LP | 0.15% | New | 17,226 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -53.4% | 16,677 | $3.9M |
| Crestline Management, L.P. | 0.22% | New | 16,666 | $3.9M |
| Swedbank AB | 0.00% | Add +19.8% | 16,429 | $3.8M |
| Parallax Volatility Advisers, L.P. | 0.11% | New | 16,172 | $3.8M |
| IFM Investors Pty Ltd | 0.04% | Add +1.9% | 15,876 | $3.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +50.6% | 15,841 | $3.7M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.12% | Add +314.0% | 15,801 | $3.7M |
| Magnetar Financial LLC | 0.09% | Add +450.4% | 15,740 | $3.7M |
| Annex Advisory Services, LLC | 0.12% | Add +35.1% | 15,606 | $3.6M |
| Forsta Ap-Fonden | 0.03% | Add +2.0% | 15,600 | $3.6M |
| Dodge & Cox | 0.00% | New | 15,556 | $3.6M |
| Northwest Financial Advisors | 2.87% | Add +0.4% | 15,478 | $3.6M |
| Argent Capital Management LLC | 0.10% | Add +2.0% | 15,465 | $3.6M |
| Atria Investments, Inc | 0.04% | Reduce -7.6% | 15,458 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +419.2% | 15,239 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -8.4% | 15,189 | $3.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +0.2% | 15,124 | $3.5M |
| Teca Partners, LP | 2.45% | New | 15,061 | $3.5M |
| Knights of Columbus Asset Advisors LLC | 0.22% | Reduce -3.7% | 14,609 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +0.1% | 14,452 | $3.4M |
| Quantinno Capital Management LP | 0.04% | Add +4.0% | 14,394 | $3.3M |
| Empowered Funds, LLC | 0.05% | Add +49.1% | 14,285 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -18.9% | 12,826 | $3.2M |
| Shepherd Financial Partners LLC | 0.38% | No change | 13,755 | $3.2M |
| Federated Hermes, Inc. | 0.01% | No change | 13,585 | $3.2M |
| Andra AP-fonden | 0.05% | Add +13400.0% | 13,500 | $3.1M |
| Xponance LLC | 0.03% | Reduce -1.8% | 13,066 | $3.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +68.9% | 13,002 | $3.0M |
| Lazard Asset Management LLC | 0.00% | Add +25209.8% | 12,908 | $3.0M |
| Twinbeech Capital LP | 0.06% | Reduce -18.7% | 12,852 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.8% | 12,783 | $3.0M |
| Silvant Capital Management LLC | 0.13% | No change | 12,746 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.21% | Reduce -6.2% | 12,703 | $3.0M |
| DNB Asset Management AS | 0.01% | Add +10.0% | 12,634 | $2.9M |
| Cibc World Market Inc. | 0.01% | Add +0.7% | 12,594 | $2.9M |
| Mariner, LLC | 0.01% | Reduce -21.8% | 12,572 | $2.9M |
| Sterling Capital Management LLC | 0.04% | — | 12,512 | $2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.6% | 12,466 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -14.5% | 12,409 | $2.9M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +4.2% | 12,332 | $2.9M |
| Advisory Services Network, LLC | 0.06% | No change | 10,263 | $2.9M |
| Utah Retirement Systems | 0.03% | Add +0.8% | 12,317 | $2.9M |
| TD Private Client Wealth LLC | 0.08% | Add +11.0% | 12,079 | $2.8M |
| Tredje AP-fonden | 0.03% | No change | 11,889 | $2.8M |
| Simplex Trading, LLC | 0.09% | New | 11,867 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.7% | 11,599 | $2.7M |
| Hennessy Advisors Inc. | 0.08% | Reduce -1.7% | 11,400 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | New | 11,319 | $2.6M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 11,320 | $2.6M |
| TT International Asset Management LTD | 0.32% | New | 11,266 | $2.6M |
| United Asset Strategies, Inc. | 0.24% | Add +2.7% | 11,236 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +164.2% | 11,046 | $2.6M |
| Centiva Capital, LP | 0.11% | New | 10,867 | $2.5M |
| Dark Forest Capital Management LP | 0.32% | New | 10,837 | $2.5M |
| Symphony Financial, Ltd. Co. | 0.41% | No change | 10,753 | $2.5M |
| Townsquare Capital LLC | 0.03% | Add +14.4% | 10,564 | $2.5M |
| KBC Group NV | 0.01% | Reduce -16.6% | 10,230 | $2.4M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -11.4% | 10,117 | $2.4M |
| Retirement Capital Strategies | 0.91% | No change | 10,041 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | No change | 9,765 | $2.3M |
| Anchor Investment Management, LLC | 0.21% | Add +15.6% | 9,669 | $2.2M |
| Quantitative Investment Management, LLC | 0.22% | New | 9,421 | $2.2M |
| Beacon Investment Advisors LLC | 1.03% | Add +1.1% | 9,331 | $2.2M |
| Greenleaf Trust | 0.02% | New | 9,323 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.3% | 9,184 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.7% | 9,080 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | Reduce -63.2% | 8,893 | $2.1M |
| Laurion Capital Management LP | 0.14% | Add +7.1% | 8,887 | $2.1M |
| F/m Investments LLC | 0.06% | New | 8,938 | $2.1M |
| Sheaff Brock Investment Advisors, LLC | 0.18% | Add +4.3% | 8,634 | $2.0M |
| Flynn Zito Capital Management, LLC | 0.97% | No change | 8,634 | $2.0M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +1.5% | 8,718 | $2.0M |
| Caldwell Trust Co | 0.21% | Reduce -3.2% | 8,537 | $2.0M |
| HM Payson & Co. | 0.03% | Reduce -95.9% | 8,501 | $2.0M |
| Oliver Luxxe Assets LLC | 0.35% | Add +1.8% | 8,373 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -9.0% | 8,203 | $1.9M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +106.4% | 8,020 | $1.9M |
| CGN Advisors LLC | 0.19% | Add +12.2% | 7,972 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -1.1% | 7,873 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -23.2% | 7,917 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -78.6% | 7,779 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | New | 7,745 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.2% | 7,731 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,703 | $1.8M |
| Gradient Investments LLC | 0.04% | Reduce -53.0% | 7,700 | $1.8M |
| Tidal Investments LLC | 0.02% | Add +98.9% | 7,662 | $1.8M |
| Ostrum Asset Management | 0.15% | Add +36.8% | 7,607 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +2.6% | 7,417 | $1.7M |
| Nomura Holdings Inc. | 0.01% | New | 7,371 | $1.7M |
| James Investment Research, Inc. | 0.20% | Reduce -47.9% | 7,275 | $1.7M |
| Caption Management, LLC | 0.18% | New | 7,221 | $1.7M |
| Integrated Investment Consultants, LLC | 0.36% | Add +17.2% | 7,203 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -40.3% | 7,186 | $1.7M |
| Jefferies Financial Group Inc. | 0.03% | Add +90.7% | 7,134 | $1.7M |
| Walleye Trading LLC | 0.04% | Add +4257.1% | 7,015 | $1.6M |
| King Luther Capital Management Corp. | 0.01% | Add +15.7% | 6,778 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -97.0% | 6,740 | $1.6M |
| Foresight Global Investors, Inc. | 0.84% | Add +19.8% | 6,649 | $1.5M |
| Sterling Group Wealth Management, LLC | 0.82% | No change | 6,629 | $1.5M |
| BlueMar Capital Management, LLC | 3.06% | No change | 6,580 | $1.5M |
| Candriam S.C.A. | 0.01% | Reduce -21.8% | 6,339 | $1.5M |
| Future Fund LLC | 4.21% | Add +20.9% | 5,190 | $1.5M |
| Pitcairn Co. | 0.09% | Reduce -8.1% | 6,244 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.9% | 6,241 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -20.9% | 6,227 | $1.4M |
| Diversified Trust Co. | 0.04% | New | 6,212 | $1.4M |
| Nordea Investment Management AB | 0.00% | No change | 6,131 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -4.5% | 6,122 | $1.4M |
| &partners | 0.03% | Add +112.5% | 6,111 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +800.9% | 6,027 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.0% | 6,014 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 5,958 | $1.4M |
| Ethic Inc. | 0.03% | Reduce -12.7% | 5,157 | $1.4M |
| Burney Co./ | 0.05% | New | 5,809 | $1.4M |
| Yorktown Management & Research Co Inc | 1.36% | No change | 5,690 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +61.3% | 5,659 | $1.3M |
| TrinityPoint Wealth, LLC | 0.19% | Add +13.1% | 5,605 | $1.3M |
| Amalgamated Bank | 0.01% | Add +11.2% | 5,593 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Add +15.1% | 5,578 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +4.6% | 5,649 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Add +7.1% | 5,524 | $1.3M |
| Bank of Nova Scotia | 0.00% | Add +8.6% | 5,301 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 5,275 | $1.2M |
| Credit Agricole S A | 0.01% | Add +2.3% | 5,150 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +27.9% | 5,081 | $1.2M |
| WMS Partners, LLC | 0.07% | No change | 5,000 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -7.3% | 4,887 | $1.1M |
| SkyView Investment Advisors, LLC | 0.19% | Add +2.8% | 4,835 | $1.1M |
| Globeflex Capital L P | 0.11% | Add +42.2% | 4,788 | $1.1M |
| PEAK6 Investments LLC | 0.06% | Add +1335.7% | 4,781 | $1.1M |
| Independent Advisor Alliance | 0.04% | Add +25.4% | 4,702 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.9% | 4,693 | $1.1M |
| Crawford Investment Counsel Inc. | 0.02% | Add +8.4% | 4,488 | $1.0M |
| APG Asset Management N.V. | 0.01% | Reduce -57.1% | 5,000 | $1.0M |
| Ossiam | 0.02% | Add +1.0% | 4,455 | $1.0M |
| M&T Bank Corp | 0.00% | Add +0.3% | 4,427 | $1.0M |
| Mutual of America Capital Management LLC | 0.01% | Add +23.0% | 4,388 | $1.0M |
| AlphaQuest LLC | 0.09% | Add +45.5% | 4,387 | $1.0M |
| Cibc World Markets Corp. | 0.01% | Reduce -95.5% | 4,353 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -28.6% | 4,253 | $989K |
| Fulton Bank, N.A. | 0.04% | Add +15.9% | 4,206 | $978K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.1% | 4,181 | $973K |
| NewEdge Advisors, LLC | 0.01% | Add +17.8% | 4,177 | $972K |
| Aigen Investment Management, LP | 0.19% | New | 4,138 | $963K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.1% | 4,107 | $956K |
| LVW Advisors, LLC | 0.12% | Add +13.9% | 4,088 | $951K |
| Schroder Investment Management Group | 0.00% | No change | 4,080 | $949K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -53.2% | 4,032 | $938K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.9% | 3,988 | $928K |
| Graham Capital Management, L.P. | 0.05% | New | 3,946 | $918K |
| Gateway Investment Advisers LLC | 0.01% | No change | 3,890 | $905K |
| Dynasty Wealth Management, LLC | 0.03% | Add +145.8% | 3,882 | $903K |
| Creative Planning | 0.00% | Reduce -17.9% | 3,757 | $874K |
| Mackenzie Financial Corp. | 0.00% | Reduce -65.5% | 3,689 | $858K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.6% | 3,684 | $857K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -22.6% | 3,684 | $857K |
| Park Avenue Securities LLC | 0.01% | Reduce -53.9% | 3,639 | $847K |
| First Hawaiian Bank | 0.03% | Reduce -2.1% | 3,578 | $832K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.06% | Reduce -19.3% | 3,550 | $826K |
| Aureus Asset Management, LLC | 0.05% | Reduce -21.3% | 3,505 | $815K |
| Gabelli Funds LLC | 0.01% | New | 3,500 | $814K |
| Advisor OS, LLC | 0.08% | Reduce -32.5% | 3,473 | $808K |
| Focus Partners Wealth | 0.00% | Reduce -1.4% | 3,414 | $794K |
| IHT Wealth Management, LLC | 0.02% | Add +14.1% | 3,411 | $792K |
| New York State Teachers Retirement System | 0.00% | Add +96.8% | 3,371 | $784K |
| Hillsdale Investment Management Inc. | 0.06% | New | 3,370 | $784K |
| Yarbrough Capital, LLC | 0.03% | No change | 3,361 | $782K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 3,300 | $768K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.4% | 3,318 | $763K |
| Garrett Wealth Advisory Group, LLC | 0.18% | No change | 3,219 | $749K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 3,161 | $735K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 3,161 | $735K |
| Vinva Investment Management Ltd | 0.03% | Add +14.1% | 3,178 | $734K |
| Old National Bancorp | 0.02% | Add +21.1% | 3,030 | $705K |
| HighPoint Advisor Group LLC | 0.04% | Add +4.3% | 2,499 | $702K |
| Raymond James Trust N.A. | 0.02% | Reduce -39.9% | 2,995 | $697K |
| Verition Fund Management LLC | 0.01% | Reduce -25.5% | 2,980 | $693K |
| Gsa Capital Partners LLP | 0.05% | Add +116.9% | 2,978 | $693K |
| WINTON GROUP Ltd | 0.05% | New | 2,822 | $656K |
| Moran Wealth Management, LLC | 0.02% | Add +63.7% | 2,807 | $653K |
| Caprock Group, LLC | 0.02% | Reduce -10.3% | 2,786 | $648K |
| CIBC Asset Management Inc | 0.00% | Reduce -68.8% | 2,749 | $640K |
| Prudential PLC | 0.00% | Reduce -3.9% | 2,747 | $639K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +39.4% | 2,721 | $633K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.0% | 2,708 | $630K |
| MAI Capital Management | 0.01% | Reduce -56.1% | 2,676 | $622K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.3% | 2,642 | $615K |
| Wealthfront Advisers LLC | 0.00% | Reduce -42.2% | 2,592 | $603K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.8% | 2,578 | $600K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -1.7% | 2,563 | $596K |
| Hamilton Capital Partners Inc. | 0.05% | Add +29.4% | 2,553 | $594K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -19.5% | 2,552 | $594K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.1% | 2,533 | $589K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -31.1% | 2,530 | $589K |
| Ritholtz Wealth Management | 0.02% | Reduce -14.6% | 2,527 | $588K |
| UniSuper Management Pty Ltd | 0.00% | Add +57.7% | 2,523 | $587K |
| Investment Management Corp of Ontario | 0.01% | Add +48.2% | 2,461 | $573K |
| Everpar Advisors LLC | 0.29% | Reduce -11.2% | 2,429 | $565K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.4% | 2,425 | $564K |
| Avior Wealth Management, LLC | 0.02% | Add +1.8% | 2,416 | $562K |
| Panagora Asset Management Inc. | 0.00% | Reduce -97.7% | 2,413 | $561K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +44.6% | 2,408 | $560K |
| Moneco Advisors, LLC | 0.07% | Reduce -1.2% | 2,367 | $551K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -98.5% | 2,344 | $545K |
| XML Financial, LLC | 0.05% | Add +4.1% | 2,278 | $530K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $528K |
| Greenline Partners, LLC | 0.08% | New | 2,266 | $527K |
| Prossimo Advisors, LLC | 0.38% | No change | 2,235 | $520K |
| Vident Advisory, LLC | 0.01% | Reduce -25.1% | 2,232 | $519K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +2.3% | 2,218 | $516K |
| Root Financial Partners, LLC | 0.08% | Reduce -0.1% | 2,205 | $513K |
| Ieq Capital, LLC | 0.01% | Add +22.9% | 2,192 | $510K |
| Concorde Asset Management, LLC | 0.28% | Reduce -1.5% | 2,167 | $504K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 2,149 | $500K |
| Lanark Financial, Inc. | 0.04% | No change | 2,140 | $497K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -95.1% | 2,127 | $495K |
| Twin Tree Management, LP | 0.01% | New | 2,124 | $494K |
| Two Sigma Securities, LLC | 0.04% | New | 2,122 | $494K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -95.4% | 2,073 | $482K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,062 | $480K |
| WJ Wealth Management, LLC | 0.16% | No change | 2,000 | $465K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -89.8% | 1,999 | $465K |
| Valley Wealth Managers, Inc. | 0.03% | Add +38.2% | 1,985 | $462K |
| FinTrust Capital Advisors, LLC | 0.08% | New | 2,000 | $449K |
| Mattson Financial Services, LLC | 0.16% | Reduce -1.4% | 1,590 | $444K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -28.7% | 1,906 | $443K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.5% | 1,890 | $440K |
| Bridgefront Capital, LLC | 0.17% | New | 1,886 | $439K |
| Hunting Hill Global Capital, LLC | 0.61% | No change | 1,871 | $435K |
| Guggenheim Capital LLC | 0.00% | New | 1,779 | $414K |
| Applied Finance Capital Management, LLC | 0.02% | No change | 1,757 | $409K |
| Fiduciary Trust Co | 0.01% | Reduce -14.5% | 1,733 | $403K |
| Heritage Family Offices, LLP | 0.21% | Add +0.9% | 1,727 | $402K |
| Cynosure Group, LLC | 0.06% | Add +28.8% | 1,724 | $401K |
| Shell Asset Management Co. | 0.02% | — | 1,719 | $400K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.5% | 1,709 | $398K |
| Emerald Advisers, LLC | 0.02% | Reduce -32.1% | 1,705 | $397K |
| Yousif Capital Management, LLC | 0.00% | Add +3.0% | 1,697 | $395K |
| QRG Capital Management, Inc. | 0.00% | Reduce -36.9% | 1,678 | $390K |
| Sanchez Wealth Management Group | 0.12% | Add +0.1% | 1,651 | $384K |
| CX Institutional | 0.02% | New | 1,643 | $382K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.6% | 1,600 | $372K |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 1,602 | $372K |
| Vestcor Inc | 0.01% | Reduce -61.2% | 1,576 | $367K |
| Pennsylvania Capital Management Inc. | 0.13% | Add +0.2% | 1,575 | $366K |
| Wedmont Private Capital | 0.02% | Reduce -20.8% | 1,523 | $364K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.5% | 1,553 | $361K |
| Riverpoint Wealth Management Holdings, LLC | 0.09% | Add +0.1% | 1,539 | $358K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.5% | 1,530 | $356K |
| LRI Investments, LLC | 0.03% | Reduce -4.9% | 1,126 | $354K |
| Lido Advisors, LLC | 0.00% | Reduce -4.8% | 1,520 | $354K |
| Ironwood Investment Counsel, LLC | 0.06% | Reduce -4.0% | 1,460 | $340K |
| Wealth Alliance, LLC | 0.04% | Add +2.4% | 1,453 | $338K |
| Simplicity Wealth,LLC | 0.03% | Reduce -78.3% | 1,444 | $336K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.4% | 1,430 | $333K |
| Gibbs Wealth Management | 0.11% | Add +14.6% | 1,425 | $331K |
| Fox Run Management, L.L.C. | 0.07% | Reduce -6.8% | 1,410 | $328K |
| State of Michigan Retirement System | 0.00% | No change | 1,400 | $326K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -6.3% | 1,363 | $317K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,359 | $316K |
| Rakuten Investment Management, Inc. | 0.00% | Add +33.5% | 1,367 | $316K |
| AXA S.A. | 0.00% | New | 1,351 | $314K |
| SFG Wealth Management, LLC. | 0.17% | No change | 1,339 | $312K |
| AE Wealth Management LLC | 0.00% | Reduce -24.8% | 1,322 | $308K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,313 | $305K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -3.4% | 1,311 | $305K |
| Signaturefd, LLC | 0.01% | Reduce -11.5% | 1,311 | $305K |
| DGS Capital Management, LLC | 0.08% | Reduce -14.5% | 1,290 | $300K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -2.7% | 1,266 | $295K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -19.1% | 1,262 | $294K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -13.8% | 1,183 | $283K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -95.9% | 1,215 | $283K |
| Nebula Research & Development LLC | 0.03% | Reduce -69.0% | 1,206 | $281K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -33.3% | 1,200 | $279K |
| Pzena Investment Management LLC | 0.00% | Reduce -23.0% | 1,187 | $276K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.5% | 1,186 | $276K |
| Bridges Investment Management Inc. | 0.00% | Add +3.2% | 1,185 | $276K |
| Blue Trust, Inc. | 0.00% | Add +101.4% | 977 | $273K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -32.4% | 1,172 | $273K |
| EP Wealth Advisors, LLC | 0.00% | Add +44.0% | 1,171 | $272K |
| Archer Investment Corp | 0.07% | Reduce -42.0% | 1,169 | $272K |
| Cetera Trust Company, N.A | 0.17% | No change | 1,160 | $270K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | Reduce -66.7% | 1,153 | $268K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.8% | 1,149 | $267K |
| Mfa Wealth Advisors, LLC | 0.06% | Add +3.9% | 1,148 | $267K |
| PFG Investments, LLC | 0.02% | New | 1,145 | $266K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -1.0% | 931 | $263K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -8.2% | 1,106 | $257K |
| RiverGlades Family Offices LLC | 0.18% | New | 1,100 | $256K |
| Merit Financial Group, LLC | 0.01% | New | 1,082 | $252K |
| First County Bank | 0.12% | Reduce -12.1% | 1,074 | $250K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.6% | 1,063 | $247K |
| Cwm, LLC | 0.00% | Reduce -12.2% | 1,058 | $246K |
| Stephens Inc. | 0.00% | Add +5.2% | 1,054 | $245K |
| Choreo, LLC | 0.00% | Reduce -28.3% | 1,057 | $243K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,040 | $242K |
| Tyler-Stone Wealth Management | 0.05% | Add +100.4% | 1,038 | $241K |
| Net Worth Advisory Group | 0.07% | — | 1,029 | $240K |
| OneAscent Financial Services LLC | 0.17% | Reduce -8.4% | 1,018 | $237K |
| Forum Financial Management, LP | 0.00% | Reduce -0.3% | 1,010 | $235K |
| ProShare Advisors LLC | 0.00% | Reduce -20.9% | 1,002 | $233K |
| GeoWealth Management, LLC | 0.01% | Add +10.4% | 980 | $228K |
| HB Wealth Management, LLC | 0.00% | Reduce -20.4% | 973 | $226K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -76.0% | 972 | $226K |
| Principal Securities, Inc. | 0.01% | Reduce -63.2% | 956 | $222K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.3% | 945 | $220K |
| Metis Global Partners, LLC | 0.01% | Add +5.1% | 945 | $220K |
| Portside Wealth Group, LLC | 0.04% | Add +13.5% | 933 | $217K |
| Greenland Capital Management LP | 0.04% | New | 916 | $213K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.2% | 909 | $211K |
| Oak Thistle LLC | 0.07% | Reduce -35.5% | 897 | $209K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Add +3.1% | 907 | $208K |
| Financial Advocates Investment Management | 0.01% | New | 882 | $205K |
| Mather Group, Llc. | 0.00% | Reduce -1.4% | 880 | $205K |
| Berger Financial Group, Inc | 0.01% | Add +6.2% | 874 | $203K |
| V-Square Quantitative Management LLC | 0.03% | Add +0.3% | 868 | $202K |
| Tsfg, LLC | 0.04% | No change | 863 | $201K |
| Quent Capital, LLC | 0.02% | Reduce -1.3% | 865 | $201K |
| Veltria Advisors Corp. | 0.08% | Add +16.9% | 860 | $200K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -87.1% | 810 | $188K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 783 | $182K |
| Eagle Bay Advisors LLC | 0.06% | Reduce -9.3% | 684 | $159K |
| Lindbrook Capital, LLC | 0.01% | Reduce -22.8% | 673 | $157K |
| Assetmark, Inc. | 0.00% | Add +4.8% | 672 | $156K |
| CI Investments Inc. | 0.00% | Reduce -3.0% | 622 | $145K |
| Picton Mahoney Asset Management | 0.01% | New | 600 | $140K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +500.0% | 600 | $140K |
| United Community Bank | 0.05% | Reduce -5.7% | 580 | $135K |
| Meeder Asset Management Inc. | 0.01% | Add +2076.9% | 566 | $132K |
| Allworth Financial LP | 0.00% | Reduce -9.0% | 559 | $130K |
| Elgethun Capital Management | 0.03% | Reduce -48.5% | 493 | $115K |
| Colonial Trust Co / SC | 0.02% | Add +4.6% | 476 | $111K |
| Asset Dedication, LLC | 0.01% | No change | 452 | $105K |
| Quadrant Capital Group LLC | 0.01% | Reduce -12.7% | 442 | $103K |
| State of Wyoming | 0.01% | Reduce -5.1% | 427 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.2% | 411 | $96K |
| Gables Capital Management Inc. | 0.05% | No change | 400 | $93K |
| International Assets Investment Management, LLC | 0.01% | Reduce -50.1% | 399 | $93K |
| First Horizon Advisors, Inc. | 0.00% | Add +32.3% | 385 | $90K |
| J.Safra Asset Management Corp | 0.01% | Add +68.0% | 373 | $86K |
| CENTRAL TRUST Co | 0.00% | No change | 367 | $85K |
| National Bank of Canada | 0.00% | Reduce -77.2% | 365 | $85K |
| Smartleaf Asset Management LLC | 0.01% | Add +60.0% | 360 | $83K |
| Penserra Capital Management LLC | 0.00% | Add +0.3% | 351 | $80K |
| Baldwin Wealth Partners LLC | 0.01% | New | 337 | $78K |
| Arlington Trust Co LLC | 0.02% | No change | 315 | $73K |
| NBT Bank, N.A. | 0.00% | New | 296 | $69K |
| Global Retirement Partners, LLC | 0.00% | Add +17.9% | 283 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -19.8% | 283 | $66K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -9.6% | 246 | $57K |
| GAMMA Investing LLC | 0.00% | Reduce -3.7% | 208 | $48K |
| Flaharty Asset Management, LLC | 0.01% | New | 187 | $44K |
| Brooklyn Investment Group | 0.01% | New | 184 | $43K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $42K |
| Sandy Spring Bank | 0.00% | Reduce -12.2% | 180 | $42K |
| Arax Advisory Partners | 0.00% | Reduce -5.5% | 172 | $40K |
| FIL Ltd | 0.00% | Add +19.9% | 169 | $39K |
| Ascentis Independent Advisors | 0.01% | New | 167 | $39K |
| Wintrust Investments LLC | 0.03% | New | 162 | $37K |
| CoreCap Advisors, LLC | 0.00% | No change | 156 | $36K |
| Capital Analysts, LLC | 0.00% | Add +21.9% | 156 | $36K |
| Covestor Ltd | 0.02% | Reduce -17.7% | 149 | $35K |
| Alpine Bank Wealth Management | 0.01% | — | 150 | $35K |
| Tortoise Investment Management, LLC | 0.00% | Add +14.5% | 150 | $35K |
| UMB Bank, n.a. | 0.00% | Reduce -12.9% | 149 | $35K |
| Paladin Wealth, LLC | 0.03% | — | 146 | $34K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 140 | $33K |
| Group One Trading LLC | 0.00% | New | 140 | $33K |
| MCF Advisors LLC | 0.00% | No change | 138 | $32K |
| Leonteq Securities AG | 0.00% | Add +694.1% | 135 | $31K |
| Ashton Thomas Securities, LLC | 0.01% | New | 132 | $31K |
| Geneos Wealth Management Inc. | 0.00% | New | 132 | $31K |
| Spire Wealth Management | 0.00% | Reduce -20.8% | 126 | $29K |
| Smithfield Trust Co | 0.00% | No change | 119 | $27K |
| Riverview Trust Co | 0.02% | Add +1.8% | 115 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -9.9% | 100 | $23K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 100 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +216.7% | 95 | $22K |
| Global X Japan Co., Ltd. | 0.00% | Add +86.7% | 84 | $20K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -7.8% | 83 | $19K |
| Plato Investment Management Ltd | 0.00% | Reduce -91.7% | 81 | $19K |
| Huntington National Bank | 0.00% | Reduce -36.4% | 70 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.5% | 66 | $15K |
| Quarry LP | 0.00% | Reduce -82.9% | 56 | $13K |
| Park Place Capital Corp | 0.00% | Add +12.5% | 54 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.0% | 53 | $12K |
| WealthCollab, LLC | 0.01% | Add +108.3% | 50 | $12K |
| PSI Advisors, LLC | 0.00% | No change | 50 | $12K |
| Eastern Bank | 0.00% | New | 50 | $12K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -9.3% | 49 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -91.6% | 48 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -90.5% | 45 | $10K |
| Global Wealth Strategies & Associates | 0.00% | No change | 44 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -93.7% | 39 | $9K |
| Global Financial Private Client, LLC | 0.00% | New | 38 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -45.7% | 38 | $9K |
| Alaska Permanent Fund Corp | 0.00% | No change | 38 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 36 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 29 | $7K |
| Legacy Investment Solutions, LLC | 0.00% | — | 20 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | — | 20 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +8.0% | 27 | $6K |
| ESL Trust Services, LLC | 0.00% | No change | 25 | $6K |
| Concord Wealth Partners | 0.00% | No change | 24 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 23 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +46.7% | 22 | $5K |
| Hemington Wealth Management | 0.00% | New | 19 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -4.5% | 21 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 21 | $5K |
| CNB Bank | 0.00% | No change | 19 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 19 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.3% | 18 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 18 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 16 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -11.1% | 16 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.8% | 13 | $3K |
| Sachetta, LLC | 0.00% | Add +50.0% | 12 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.6% | 12 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 12 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +66.7% | 10 | $2K |
| American National Bank & Trust | 0.00% | No change | 10 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 9 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 8 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $2K |
| WASHINGTON TRUST Co | 0.00% | Reduce -53.9% | 6 | $1K |
| Continuum Advisory, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 5 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 5 | $1K |
| Trust Co. of Vermont | 0.00% | Reduce -88.4% | 5 | $1K |
| Richardson Financial Services Inc. | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | Add +33.3% | 8 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.8% | 1 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +50.0% | 3 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -79.0% | 4 | $931 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $931 |
| Bokf, NA | 0.00% | New | 2 | $472 |
| Larson Financial Group LLC | 0.00% | Add +100.0% | 2 | $468 |
| Talon Private Wealth, LLC | 0.00% | — | 2 | $465 |
| Pacer Advisors, Inc. | 0.00% | New | 2 | $465 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $233 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.