LPL Financial HoldingsLPLA
13F holders, Q4 2024 (December 31)725holders +80
103new positions
59sold out
13famous investors
$326.54avg. 13F price*
At the end of Q4 2024, 725 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, up 80 from Q3 2024. 103 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.6B) and Boston Partners ($1.3B). 13 famous investors held it, including Stephen Mandel (4.7% of Lone Pine Capital's portfolio), Lee Ainslie (3.5% of Maverick Capital's portfolio) and Dan Loeb (2.9% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $828.7M |
| Exits | 59 | $75.3M |
All 13F filers, Q3 2024 → Q4 2024: 7,151,370 shares bought and 8,122,375 shares sold, net −971,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.8% | 7,218,657 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +0.3% | 4,766,545 | $1.6B |
| Boston Partners | 1.56% | Add +26.0% | 3,905,541 | $1.3B |
| Janus Henderson Group PLC | 0.51% | Add +20.6% | 3,050,529 | $996.0M |
| FMR LLC | 0.06% | Reduce -10.9% | 2,958,723 | $966.1M |
| Kayne Anderson Rudnick Investment Management LLC | 2.00% | Add +2.2% | 2,660,736 | $868.8M |
| Lone Pine Capital | 4.66% | Reduce -11.8% | 1,922,748 | $627.8M |
| State Street Corp. | 0.02% | Reduce -0.4% | 1,670,536 | $545.5M |
| WCM Investment Management, LLC | 1.26% | Reduce -0.5% | 1,641,615 | $536.8M |
| Samlyn Capital, LLC | 8.20% | Reduce -4.4% | 1,573,076 | $513.6M |
| Geode Capital Management, LLC | 0.04% | Add +1.6% | 1,459,942 | $475.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -6.0% | 1,199,115 | $391.5M |
| Massachusetts Financial Services Co. | 0.12% | Add +57.1% | 1,115,708 | $364.3M |
| Morgan Stanley | 0.02% | Add +18.0% | 1,027,846 | $335.6M |
| Darlington Partners Capital Management, LP | 11.45% | Reduce -14.7% | 938,354 | $306.4M |
| Norges Bank | 0.04% | Add +1.6% | 936,410 | $305.7M |
| Raymond James Financial Inc. | 0.11% | — | 906,501 | $296.0M |
| Millennium Management | 0.26% | Add +7.2% | 899,377 | $293.7M |
| Clarkston Capital Partners, LLC | 5.46% | Reduce -10.7% | 872,283 | $284.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +5.7% | 846,067 | $276.3M |
| TD Asset Management Inc | 0.24% | Reduce -7.2% | 841,219 | $274.7M |
| Epoch Investment Partners, Inc. | 1.15% | Add +3.6% | 725,572 | $236.9M |
| SurgoCap Partners LP | 13.41% | Reduce -9.2% | 709,270 | $231.6M |
| Westfield Capital Management Co. LP | 1.00% | Reduce -0.7% | 705,919 | $230.5M |
| Third Point | 2.91% | Add +35.0% | 655,000 | $213.9M |
| Southpoint Capital Advisors LP | 4.60% | Reduce -20.0% | 600,000 | $195.9M |
| Maverick Capital | 3.46% | Add +18.2% | 587,721 | $191.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -5.5% | 581,645 | $189.9M |
| Eminence Capital, LP | 2.79% | Reduce -48.2% | 558,647 | $182.4M |
| Markel Group | 1.53% | Add +2.3% | 532,404 | $173.8M |
| Wells Fargo & Company | 0.04% | Add +1.3% | 504,588 | $164.8M |
| Marshall Wace, LLP | 0.21% | Reduce -41.6% | 504,176 | $164.6M |
| Northern Trust Corp. | 0.02% | Add +14.3% | 491,145 | $160.4M |
| American Century Companies Inc. | 0.09% | Add +3.3% | 489,580 | $159.9M |
| Fairview Capital Investment Management, LLC | 8.09% | Reduce -1.6% | 478,002 | $156.1M |
| Balyasny Asset Management L.P. | 0.36% | New | 471,488 | $153.9M |
| Dodge & Cox | 0.09% | Add +2922.0% | 470,109 | $153.5M |
| First Pacific Advisors, LP | 2.16% | Reduce -0.0% | 458,289 | $149.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.7% | 452,684 | $147.8M |
| Agf Management Ltd. | 0.71% | Reduce -2.8% | 435,056 | $142.1M |
| Artisan Partners Limited Partnership | 0.21% | New | 417,873 | $136.4M |
| Alyeska Investment Group, L.P. | 0.51% | New | 416,613 | $136.0M |
| Azora Capital LP | 6.10% | Reduce -35.3% | 416,185 | $135.9M |
| Junto Capital Management LP | 2.64% | Reduce -15.0% | 405,990 | $132.6M |
| HMI Capital Management, L.P. | 6.58% | Reduce -42.1% | 401,243 | $131.0M |
| Caisse de depot et placement du Quebec | 0.27% | Add +540.2% | 397,596 | $129.8M |
| Ameriprise Financial Inc. | 0.03% | Add +51.7% | 378,261 | $123.5M |
| Canada Pension Plan Investment Board | 0.11% | Reduce -40.7% | 360,578 | $117.7M |
| Bank of America Corp. | 0.01% | Reduce -5.0% | 337,059 | $110.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.3% | 335,749 | $109.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.5% | 333,924 | $109.0M |
| Palestra Capital Management LLC | 2.94% | New | 328,286 | $107.2M |
| Legal & General Group Plc | 0.03% | Reduce -9.9% | 306,918 | $100.2M |
| Citadel Advisors | 0.09% | Reduce -28.5% | 300,199 | $98.0M |
| Macquarie Group Ltd. | 0.11% | Add +13.2% | 286,994 | $93.7M |
| Gilder Gagnon Howe & Co. LLC | 0.97% | Reduce -1.9% | 276,341 | $90.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -57.3% | 263,268 | $86.0M |
| Egerton Capital (UK) LLP | 0.97% | New | 257,710 | $84.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -55.7% | 247,614 | $80.8M |
| Holocene Advisors, LP | 0.25% | Reduce -16.4% | 233,165 | $76.1M |
| Employees Retirement System of Texas | 0.76% | Add +37.5% | 231,500 | $75.6M |
| Aberdeen Group plc | 0.13% | Reduce -14.4% | 216,750 | $71.0M |
| Captrust Financial Advisors | 0.20% | Add +9.3% | 215,870 | $70.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.3% | 208,037 | $67.9M |
| Harris Associates (Oakmark Funds) | 0.11% | Reduce -7.9% | 195,474 | $63.8M |
| Truist Financial Corp. | 0.10% | Add +7.9% | 192,153 | $62.7M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -20.3% | 188,913 | $61.7M |
| Coronation Fund Managers Ltd. | 3.59% | Reduce -14.0% | 187,008 | $61.1M |
| UBS Group AG | 0.01% | Reduce -31.7% | 186,170 | $60.8M |
| Hudson Bay Capital Management LP | 0.44% | Add +109.0% | 185,935 | $60.7M |
| D. E. Shaw & Co. | 0.07% | Reduce -5.4% | 184,558 | $60.3M |
| Deutsche Bank AG | 0.02% | Reduce -18.2% | 175,061 | $57.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.2% | 173,024 | $56.5M |
| Brown Brothers Harriman & Co. | 0.39% | Add +13.0% | 171,766 | $56.1M |
| Royal Bank of Canada | 0.01% | Reduce -3.9% | 170,086 | $55.5M |
| Stifel Financial Corp. | 0.06% | Add +34.6% | 165,291 | $54.0M |
| Moore Capital Management, LP | 1.06% | New | 160,607 | $52.4M |
| Franklin Resources Inc. | 0.01% | Reduce -41.4% | 152,319 | $49.7M |
| Wellington Management Group LLP | 0.01% | Reduce -33.7% | 150,670 | $49.2M |
| Amundi | 0.02% | Add +166.1% | 145,443 | $48.5M |
| Point72 Asset Management | 0.13% | Reduce -58.0% | 147,089 | $48.0M |
| California Public Employees Retirement System | 0.03% | Reduce -2.8% | 140,991 | $46.0M |
| Man Group plc | 0.14% | Reduce -69.4% | 137,568 | $44.9M |
| ExodusPoint Capital Management, LP | 0.46% | Add +109.9% | 135,475 | $44.2M |
| Comerica Bank | 0.17% | Add +10.4% | 125,544 | $41.0M |
| National Pension Service | 0.04% | Add +1.7% | 119,724 | $39.1M |
| Baron Capital (BAMCO) | 0.10% | Add +82.9% | 119,704 | $39.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -23.0% | 116,703 | $38.1M |
| Sei Investments Co. | 0.05% | Add +32.0% | 115,732 | $37.8M |
| LPL Financial LLC | 0.02% | Add +8.6% | 115,273 | $37.6M |
| California State Teachers Retirement System | 0.04% | Add +3.1% | 113,287 | $37.0M |
| HSBC Holdings PLC | 0.02% | Reduce -29.4% | 111,345 | $36.4M |
| Jennison Associates LLC | 0.02% | Add +14.1% | 108,256 | $35.3M |
| Family Wealth Partners, LLC | 16.74% | Reduce -27.1% | 107,861 | $35.2M |
| Focus Partners Advisor Solutions, LLC | 0.58% | Reduce -29.6% | 104,529 | $34.1M |
| Rhumbline Advisers | 0.03% | Reduce -4.1% | 101,446 | $33.1M |
| Invesco Ltd. | 0.01% | Reduce -21.7% | 100,727 | $32.9M |
| Solel Partners LP | 5.76% | New | 87,000 | $28.4M |
| Heron Bay Capital Management | 5.84% | Reduce -11.0% | 85,594 | $27.9M |
| Artemis Investment Management LLP | 0.38% | Add +18.5% | 82,736 | $27.0M |
| Tybourne Capital Management (hk) Ltd. | 6.33% | Reduce -55.3% | 77,285 | $25.2M |
| Castle Hook Partners LP | 0.53% | New | 76,135 | $24.9M |
| Susquehanna Fundamental Investments, LLC | 0.41% | — | 74,696 | $24.4M |
| Danske Bank A/S | 0.07% | Reduce -5.5% | 73,260 | $23.9M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -3.4% | 73,092 | $23.9M |
| Westwood Holdings Group Inc. | 0.18% | Add +20.3% | 70,276 | $22.9M |
| NewEdge Wealth, LLC | 0.39% | Reduce -1.3% | 68,791 | $22.5M |
| Cinctive Capital Management LP | 1.21% | Add +109.1% | 68,701 | $22.4M |
| Trillium Asset Management, LLC | 0.58% | Reduce -2.8% | 68,376 | $22.3M |
| Principal Financial Group Inc. | 0.01% | Add +163.1% | 66,869 | $21.8M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -2.1% | 66,065 | $21.6M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -31.0% | 65,730 | $21.5M |
| Bridgewater Associates | 0.10% | Add +81.0% | 64,884 | $21.2M |
| Rivermont Capital Management LP | 7.39% | New | 60,062 | $19.6M |
| AEGON ASSET MANAGEMENT UK Plc | 0.26% | Reduce -3.7% | 60,041 | $19.6M |
| Bank of Montreal | 0.01% | Add +46.9% | 59,910 | $19.6M |
| Foster Victor Wealth Advisors, LLC | 1.46% | Reduce -21.9% | 54,459 | $19.0M |
| Mawer Investment Management Ltd. | 0.09% | Add +34.9% | 58,010 | $18.9M |
| Tudor Investment Corporation | 0.20% | Add +136.9% | 57,432 | $18.8M |
| Picton Mahoney Asset Management | 0.71% | Add +9444.7% | 57,268 | $18.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.8% | 54,631 | $18.2M |
| Natixis Advisors, LLC | 0.03% | Add +2.9% | 55,367 | $18.1M |
| Teca Partners, LP | 11.00% | Add +251.1% | 52,875 | $17.3M |
| Barclays PLC | 0.01% | Reduce -54.7% | 52,485 | $17.1M |
| Susquehanna International Group, LLP | 0.03% | Reduce -24.6% | 51,972 | $17.0M |
| Royal London Asset Management Ltd. | 0.04% | Reduce -0.9% | 51,068 | $16.7M |
| Thornburg Investment Management Inc. | 0.22% | Add +0.0% | 50,649 | $16.5M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -1.4% | 50,254 | $16.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -80.3% | 48,992 | $16.0M |
| Winmill & Co. Inc. | 5.16% | No change | 48,860 | $16.0M |
| Korea Investment CORP | 0.04% | Reduce -23.8% | 48,651 | $15.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | — | 48,090 | $15.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +17.2% | 47,970 | $15.7M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -16.3% | 47,764 | $15.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.6% | 46,808 | $15.3M |
| Aviva PLC | 0.04% | Reduce -44.2% | 45,146 | $14.7M |
| 2Xideas AG | 1.97% | Add +63.9% | 45,071 | $14.7M |
| Tokio Marine Asset Management Co. Ltd. | 0.51% | Add +1887.6% | 44,084 | $14.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -20.5% | 43,387 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +503.1% | 43,341 | $14.2M |
| AQR Capital Management | 0.02% | Reduce -33.6% | 43,082 | $14.1M |
| Lighthouse Investment Partners, LLC | 0.54% | New | 42,987 | $14.0M |
| APG Asset Management N.V. | 0.04% | Add +790.0% | 44,500 | $14.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -5.1% | 42,339 | $13.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -5.6% | 42,141 | $13.8M |
| Logan Capital Management Inc. | 0.56% | Reduce -6.7% | 41,233 | $13.5M |
| Channing Capital Management, LLC | 0.35% | Add +27.5% | 40,558 | $13.2M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -8.4% | 38,568 | $12.6M |
| ArrowMark Colorado Holdings LLC | 0.17% | Add +15.0% | 38,256 | $12.5M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.19% | — | 36,615 | $12.0M |
| Pathstone Holdings, LLC | 0.05% | Add +0.8% | 36,610 | $12.0M |
| Walleye Capital LLC | 0.12% | Add +79.1% | 35,659 | $11.6M |
| Lynwood Price Capital Management LP | 7.99% | — | 35,500 | $11.6M |
| Reinhart Partners, Llc. | 0.44% | Reduce -72.1% | 35,404 | $11.6M |
| Corient Private Wealth LP | 0.02% | Add +3.5% | 34,972 | $11.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -5.1% | 34,398 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -71.5% | 34,223 | $11.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -7.1% | 33,794 | $11.0M |
| Voya Investment Management LLC | 0.01% | Reduce -12.1% | 33,122 | $10.8M |
| Interval Partners, LP | 0.27% | Reduce -59.3% | 32,024 | $10.5M |
| Asset Management One Co., Ltd. | 0.04% | Add +1.8% | 31,360 | $10.4M |
| Icon Advisers Inc. | 2.35% | Reduce -3.4% | 31,483 | $10.3M |
| Assenagon Asset Management S.A. | 0.02% | Add +4.6% | 31,209 | $10.2M |
| Point72 Europe (London) LLP | 0.58% | Reduce -16.9% | 30,996 | $10.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 30,000 | $9.8M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Add +2.4% | 29,800 | $9.7M |
| Citigroup Inc. | 0.01% | Reduce -22.4% | 28,933 | $9.4M |
| Iridian Asset Management LLC | 2.51% | Reduce -65.1% | 28,902 | $9.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -54.9% | 27,979 | $9.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.9% | 27,738 | $9.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | New | 27,408 | $8.9M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -0.3% | 27,328 | $8.9M |
| Strategic Global Advisors, LLC | 1.59% | Add +4.1% | 26,655 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.7% | 26,365 | $8.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -5.3% | 26,278 | $8.6M |
| KLP Kapitalforvaltning As | 0.04% | — | 26,100 | $8.5M |
| Poplar Forest Capital LLC | 1.56% | Reduce -21.9% | 26,011 | $8.5M |
| Whittier Trust Co. | 0.10% | Add +4.6% | 23,837 | $7.8M |
| Brant Point Investment Management LLC | 1.81% | Reduce -6.6% | 23,316 | $7.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -4.2% | 22,494 | $7.4M |
| Swedbank AB | 0.01% | Add +36.9% | 22,487 | $7.3M |
| Teacher Retirement System of Texas | 0.03% | Reduce -52.9% | 22,370 | $7.3M |
| Arizona State Retirement System | 0.04% | Add +1.3% | 21,690 | $7.1M |
| Pinebridge Investments, L.P. | 0.05% | New | 21,451 | $7.0M |
| Blair William & Co. | 0.02% | Reduce -7.6% | 21,356 | $7.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.7% | 21,328 | $7.0M |
| Bullseye Asset Management LLC | 3.26% | Reduce -1.3% | 21,248 | $6.9M |
| Winthrop Advisory Group LLC | 0.82% | Add +0.7% | 20,954 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.24% | Add +2.8% | 20,925 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 20,892 | $6.8M |
| HRT Financial LP | 0.04% | New | 20,801 | $6.8M |
| KWB Wealth | 0.82% | Reduce -0.6% | 28,294 | $6.6M |
| Tobam | 2.01% | Reduce -52.1% | 20,133 | $6.6M |
| US Bancorp \de | 0.01% | Reduce -0.9% | 20,094 | $6.6M |
| Kennedy Capital Management LLC | 0.15% | Add +0.6% | 20,030 | $6.5M |
| Crestline Management, L.P. | 0.22% | Add +18.7% | 19,783 | $6.5M |
| Capital World Investors | 0.00% | Add +8.1% | 19,254 | $6.3M |
| Handelsbanken Fonder AB | 0.02% | Reduce -2.5% | 19,181 | $6.3M |
| Argent Capital Management LLC | 0.18% | Add +23.8% | 19,147 | $6.3M |
| Commerce Bank | 0.04% | Reduce -8.4% | 18,816 | $6.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | Add +110.7% | 18,733 | $6.1M |
| Storebrand Asset Management As | 0.02% | Reduce -0.1% | 18,551 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.4% | 16,632 | $6.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -37.3% | 18,406 | $6.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -31.7% | 18,104 | $5.9M |
| Eagle Rock Investment Company, LLC | 0.98% | Reduce -0.1% | 18,034 | $5.9M |
| Brevan Howard Capital Management LP | 0.15% | Reduce -39.9% | 17,907 | $5.8M |
| Illinois Municipal Retirement Fund | 0.08% | No change | 17,742 | $5.8M |
| Jefferies Financial Group Inc. | 0.07% | Add +143.9% | 17,400 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +11.4% | 16,916 | $5.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -20.3% | 16,500 | $5.4M |
| Twinbeech Capital LP | 0.09% | Add +26.2% | 16,217 | $5.3M |
| Primecap Management Co. | 0.00% | Reduce -60.9% | 16,000 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +2.2% | 15,794 | $5.2M |
| Townsquare Capital LLC | 0.06% | Add +47.0% | 15,532 | $5.1M |
| Forsta Ap-Fonden | 0.04% | Reduce -0.6% | 15,500 | $5.1M |
| Northwest Financial Advisors | 4.18% | Add +0.1% | 15,492 | $5.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +2.0% | 15,424 | $5.0M |
| Pinnbrook Capital Management LP | 1.75% | New | 15,285 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +18.9% | 15,200 | $5.0M |
| Quantinno Capital Management LP | 0.05% | Add +5.2% | 15,139 | $4.9M |
| UMB Bank, n.a. | 0.08% | Add +9865.1% | 14,848 | $4.8M |
| Mediolanum International Funds Ltd | 0.06% | Reduce -48.0% | 14,859 | $4.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Reduce -11.3% | 14,796 | $4.8M |
| IFM Investors Pty Ltd | 0.05% | Reduce -7.4% | 14,695 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 14,653 | $4.8M |
| Xponance LLC | 0.04% | Add +10.4% | 14,429 | $4.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +14.8% | 14,315 | $4.7M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +10.6% | 14,182 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -7.2% | 14,147 | $4.6M |
| Shepherd Financial Partners LLC | 0.54% | No change | 13,755 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Add +0.0% | 13,587 | $4.4M |
| KBC Group NV | 0.01% | Add +29.3% | 13,226 | $4.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -49.4% | 13,202 | $4.3M |
| Sterling Capital Management LLC | 0.06% | Add +3.9% | 13,003 | $4.2M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +5.1% | 12,965 | $4.2M |
| DNB Asset Management AS | 0.02% | Add +2.5% | 12,944 | $4.2M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -18.8% | 12,858 | $4.2M |
| Silvant Capital Management LLC | 0.17% | No change | 12,746 | $4.2M |
| Mariner, LLC | 0.01% | Add +0.3% | 12,611 | $4.1M |
| TD Private Client Wealth LLC | 0.12% | Add +4.3% | 12,592 | $4.1M |
| Cibc World Market Inc. | 0.01% | Reduce -0.1% | 12,582 | $4.1M |
| Cornerstone Wealth Management, LLC | 0.27% | Reduce -2.0% | 12,450 | $4.1M |
| Headlands Technologies LLC | 0.41% | Reduce -57.5% | 12,369 | $4.0M |
| Annex Advisory Services, LLC | 0.12% | Reduce -20.9% | 12,351 | $4.0M |
| Utah Retirement Systems | 0.04% | No change | 12,317 | $4.0M |
| Empowered Funds, LLC | 0.06% | Reduce -15.2% | 12,115 | $4.0M |
| TT International Asset Management LTD | 0.57% | Add +6.9% | 12,043 | $3.9M |
| Cobalt Capital Management, Inc. | 1.63% | Reduce -70.0% | 12,000 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -52.0% | 11,930 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.9% | 11,802 | $3.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -80.9% | 11,520 | $3.8M |
| United Asset Strategies, Inc. | 0.34% | Reduce -0.2% | 11,211 | $3.7M |
| PEAK6 LLC | 0.14% | — | 11,129 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 10,821 | $3.5M |
| Hennessy Advisors Inc. | 0.10% | Reduce -6.1% | 10,700 | $3.5M |
| Banco BTG Pactual S.A. | 0.77% | Reduce -69.7% | 10,000 | $3.3M |
| Retirement Capital Strategies | 1.24% | No change | 10,041 | $3.3M |
| First Trust Advisors LP | 0.00% | Reduce -99.0% | 10,023 | $3.3M |
| Toronto Dominion Bank | 0.01% | Reduce -79.0% | 9,774 | $3.2M |
| Anchor Investment Management, LLC | 0.30% | Add +0.3% | 9,697 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +7.3% | 11,848 | $3.1M |
| Greenleaf Trust | 0.03% | Add +0.2% | 9,345 | $3.1M |
| Beacon Investment Advisors LLC | 1.43% | Add +0.0% | 9,334 | $3.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.2% | 9,169 | $3.0M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.09% | Reduce -42.3% | 9,125 | $3.0M |
| FJ Capital Management LLC | 0.34% | New | 8,946 | $2.9M |
| Laurion Capital Management LP | 0.19% | No change | 8,887 | $2.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 8,718 | $2.9M |
| Flynn Zito Capital Management, LLC | 1.31% | No change | 8,634 | $2.8M |
| Engineers Gate Manager LP | 0.05% | Reduce -57.9% | 8,553 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +8.9% | 8,438 | $2.8M |
| &partners | 0.03% | Add +35.0% | 8,247 | $2.7M |
| Caldwell Trust Co | 0.29% | Reduce -1.5% | 8,412 | $2.7M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -26.6% | 8,310 | $2.7M |
| F/m Investments LLC | 0.10% | Reduce -7.5% | 8,268 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +4.0% | 8,233 | $2.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.3% | 8,025 | $2.7M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +6.9% | 7,929 | $2.6M |
| HM Payson & Co. | 0.04% | Reduce -8.1% | 7,812 | $2.6M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -24.5% | 7,640 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -41.3% | 7,582 | $2.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +277.8% | 7,552 | $2.5M |
| CGN Advisors LLC | 0.24% | Reduce -5.6% | 7,528 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -3.0% | 7,468 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.4% | 7,465 | $2.4M |
| Integrated Investment Consultants, LLC | 0.50% | Add +3.6% | 7,465 | $2.4M |
| Sheaff Brock Investment Advisors, LLC | 0.21% | Reduce -14.6% | 7,377 | $2.4M |
| Gradient Investments LLC | 0.05% | Reduce -5.7% | 7,259 | $2.4M |
| James Investment Research, Inc. | 0.28% | Reduce -1.3% | 7,181 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.8% | 7,008 | $2.3M |
| Voleon Capital Management LP | 0.17% | — | 6,960 | $2.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Reduce -68.1% | 6,884 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | Add +1.0% | 6,843 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -92.6% | 6,813 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +8.8% | 6,774 | $2.2M |
| Walleye Trading LLC | 0.04% | Reduce -4.0% | 6,731 | $2.2M |
| Sterling Group Wealth Management, LLC | 1.11% | Reduce -1.0% | 6,565 | $2.1M |
| Donoghue Forlines LLC | 0.71% | New | 6,463 | $2.1M |
| Nordea Investment Management AB | 0.00% | Add +4.7% | 6,416 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +2.4% | 6,390 | $2.1M |
| Candriam S.C.A. | 0.01% | No change | 6,339 | $2.1M |
| Diversified Trust Co. | 0.05% | Add +0.4% | 6,237 | $2.0M |
| Dynasty Wealth Management, LLC | 0.03% | Add +58.8% | 6,165 | $2.0M |
| Dana Investment Advisors, Inc. | 0.07% | Add +11.3% | 6,149 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -0.8% | 6,071 | $2.0M |
| Pitcairn Co. | 0.12% | Reduce -4.1% | 5,987 | $2.0M |
| Oliver Luxxe Assets LLC | 0.35% | No change | 8,373 | $1.9M |
| Tredje AP-fonden | 0.02% | Reduce -50.0% | 5,945 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 5,894 | $1.9M |
| Verition Fund Management LLC | 0.01% | Add +97.7% | 5,890 | $1.9M |
| Credit Agricole S A | 0.01% | Add +13.6% | 5,851 | $1.9M |
| Prudential PLC | 0.01% | Add +109.6% | 5,757 | $1.9M |
| Yorktown Management & Research Co Inc | 1.79% | No change | 5,690 | $1.9M |
| TrinityPoint Wealth, LLC | 0.26% | Add +1.5% | 5,689 | $1.9M |
| Amalgamated Bank | 0.02% | Add +1.2% | 5,662 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.4% | 5,628 | $1.8M |
| Stenger Family Office, LLC | 0.62% | — | 5,625 | $1.8M |
| Versor Investments LP | 0.32% | New | 5,614 | $1.8M |
| First Hawaiian Bank | 0.06% | Add +47.9% | 5,293 | $1.7M |
| Gabelli Funds LLC | 0.01% | Add +51.2% | 5,293 | $1.7M |
| Knollwood Investment Advisory, LLC | 0.18% | No change | 5,275 | $1.7M |
| Future Fund LLC | 4.84% | No change | 5,190 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.7% | 5,070 | $1.7M |
| WMS Partners, LLC | 0.09% | Add +0.1% | 5,005 | $1.6M |
| Ethic Inc. | 0.03% | Reduce -4.6% | 4,920 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.8% | 4,897 | $1.6M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -0.6% | 4,857 | $1.6M |
| Fulton Bank, N.A. | 0.06% | Add +15.2% | 4,847 | $1.6M |
| M&T Bank Corp | 0.01% | Add +6.3% | 4,708 | $1.5M |
| Crawford Investment Counsel Inc. | 0.03% | Add +2.7% | 4,611 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.2% | 4,589 | $1.5M |
| Avanza Fonder AB | 0.04% | — | 4,473 | $1.5M |
| Retireful, LLC | 0.82% | New | 4,460 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.6% | 4,441 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +20.6% | 4,441 | $1.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -23.3% | 4,343 | $1.4M |
| Creative Planning | 0.00% | Add +12.8% | 4,237 | $1.4M |
| Ostrum Asset Management | 0.12% | Reduce -45.0% | 4,188 | $1.4M |
| LVW Advisors, LLC | 0.17% | Add +2.0% | 4,171 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 4,126 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -6.6% | 3,974 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +13.8% | 3,887 | $1.3M |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -3.7% | 3,882 | $1.3M |
| Caprock Group, LLC | 0.04% | Add +39.2% | 3,879 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +5.8% | 3,849 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.7% | 3,792 | $1.2M |
| Prossimo Advisors, LLC | 0.89% | Add +69.3% | 3,785 | $1.2M |
| Scientech Research LLC | 0.34% | New | 3,698 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +35.7% | 3,693 | $1.2M |
| Chiron Investment Management, LLC | 0.40% | New | 3,687 | $1.2M |
| Tidal Investments LLC | 0.01% | Reduce -52.3% | 3,656 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -55.5% | 3,648 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.4% | 3,639 | $1.2M |
| Fieldview Capital Management, LLC | 0.18% | — | 3,532 | $1.2M |
| Vident Advisory, LLC | 0.02% | Add +58.0% | 3,526 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -30.8% | 3,518 | $1.1M |
| Aureus Asset Management, LLC | 0.07% | No change | 3,505 | $1.1M |
| Independent Advisor Alliance | 0.01% | Reduce -26.4% | 3,463 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Reduce -22.3% | 3,383 | $1.1M |
| Yarbrough Capital, LLC | 0.04% | No change | 3,361 | $1.1M |
| Shelton Wealth Management, LLC | 0.59% | New | 3,322 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Add +20.1% | 3,301 | $1.1M |
| Schroder Investment Management Group | 0.00% | Reduce -20.7% | 3,237 | $1.1M |
| Garrett Wealth Advisory Group, LLC | 0.24% | No change | 3,219 | $1.1M |
| Old National Bancorp | 0.02% | Add +5.8% | 3,206 | $1.0M |
| Generali Asset Management SPA SGR | 0.03% | — | 3,159 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -1.8% | 3,103 | $1.0M |
| SkyView Investment Advisors, LLC | 0.16% | Reduce -36.5% | 3,068 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -10.3% | 3,061 | $999K |
| AE Wealth Management LLC | 0.01% | Add +129.0% | 3,027 | $988K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.6% | 2,934 | $958K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -33.3% | 2,926 | $955K |
| Impact Capital Partners LLC | 0.34% | — | 2,883 | $941K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -26.2% | 2,871 | $937K |
| Vestcor Inc | 0.03% | Add +80.1% | 2,838 | $927K |
| MAI Capital Management | 0.01% | Add +5.6% | 2,827 | $923K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.3% | 2,555 | $912K |
| Schechter Investment Advisors, LLC | 0.07% | Add +149.6% | 2,761 | $901K |
| Moran Wealth Management, LLC | 0.03% | Reduce -3.0% | 2,722 | $889K |
| Wealthfront Advisers LLC | 0.00% | Add +2.2% | 2,648 | $865K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 2,675 | $843K |
| Belpointe Asset Management LLC | 0.05% | New | 3,691 | $828K |
| Ieq Capital, LLC | 0.01% | Add +15.0% | 2,521 | $823K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.3% | 2,516 | $821K |
| Moneco Advisors, LLC | 0.09% | Add +4.8% | 2,480 | $810K |
| Parallel Advisors, LLC | 0.02% | Add +2.2% | 2,479 | $809K |
| Avior Wealth Management, LLC | 0.03% | Add +2.6% | 2,479 | $809K |
| Ritholtz Wealth Management | 0.02% | Reduce -2.1% | 2,475 | $808K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.9% | 2,470 | $807K |
| Voloridge Investment Management, LLC | 0.00% | New | 2,446 | $799K |
| Everpar Advisors LLC | 0.40% | Add +0.1% | 2,432 | $794K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 2,404 | $785K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -14.1% | 2,147 | $778K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.4% | 2,362 | $771K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 2,344 | $765K |
| Valley Wealth Managers, Inc. | 0.06% | Add +16.8% | 2,319 | $757K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $741K |
| Greenline Partners, LLC | 0.10% | No change | 2,266 | $740K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -14.9% | 2,247 | $734K |
| Allstate Corp. | 0.02% | New | 2,204 | $720K |
| Root Financial Partners, LLC | 0.09% | Reduce -0.6% | 2,191 | $715K |
| Nisa Investment Advisors, LLC | 0.00% | Add +168.9% | 2,178 | $711K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -36.4% | 2,100 | $686K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.9% | 2,092 | $683K |
| Advisors Asset Management, Inc. | 0.01% | Add +9.1% | 2,080 | $679K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,062 | $673K |
| Investment Management Corp of Ontario | 0.02% | Reduce -16.3% | 2,061 | $673K |
| WJ Wealth Management, LLC | 0.22% | No change | 2,000 | $653K |
| Oak Thistle LLC | 0.19% | Add +122.0% | 1,991 | $650K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -21.5% | 1,989 | $650K |
| Concorde Asset Management, LLC | 0.34% | Reduce -8.3% | 1,986 | $648K |
| Advisor OS, LLC | 0.07% | Reduce -44.0% | 1,946 | $636K |
| Snowden Capital Advisors LLC | 0.02% | Add +58.2% | 1,922 | $628K |
| Centiva Capital, LP | 0.02% | Reduce -82.5% | 1,904 | $622K |
| Bessemer Group Inc. | 0.00% | Add +17.7% | 1,886 | $615K |
| Cwm, LLC | 0.00% | Add +77.3% | 1,876 | $612K |
| XML Financial, LLC | 0.06% | Reduce -17.8% | 1,873 | $611K |
| Hunting Hill Global Capital, LLC | 0.27% | No change | 1,871 | $611K |
| Fortis Capital Advisors, LLC | 0.21% | New | 2,722 | $611K |
| Fiduciary Trust Co | 0.01% | Add +7.3% | 1,860 | $607K |
| WINTON GROUP Ltd | 0.04% | Reduce -34.4% | 1,851 | $604K |
| Summit Trail Advisors, LLC | 0.02% | New | 1,822 | $595K |
| QRG Capital Management, Inc. | 0.01% | Add +8.0% | 1,812 | $592K |
| Yousif Capital Management, LLC | 0.01% | Add +5.1% | 1,783 | $582K |
| DAVENPORT & Co LLC | 0.00% | Add +3.1% | 1,762 | $575K |
| Applied Finance Capital Management, LLC | 0.02% | No change | 1,757 | $574K |
| Harvest Fund Management Co., Ltd | 0.03% | New | 1,756 | $573K |
| Heritage Family Offices, LLP | 0.28% | Add +1.3% | 1,749 | $571K |
| Lido Advisors, LLC | 0.00% | Add +14.4% | 1,739 | $568K |
| Bridgefront Capital, LLC | 0.19% | Reduce -8.1% | 1,733 | $566K |
| World Equity Group, Inc. | 0.12% | New | 1,720 | $561K |
| Gsa Capital Partners LLP | 0.04% | Reduce -42.3% | 1,718 | $561K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -33.0% | 1,710 | $558K |
| Advisory Services Network, LLC | 0.01% | Reduce -83.4% | 1,701 | $555K |
| Choreo, LLC | 0.01% | Add +60.6% | 1,698 | $555K |
| Gibbs Wealth Management | 0.15% | Add +18.5% | 1,688 | $551K |
| Sanchez Wealth Management Group | 0.15% | Add +2.1% | 1,686 | $551K |
| Hamilton Capital Partners Inc. | 0.04% | Reduce -34.2% | 1,680 | $549K |
| Prudential Financial Inc. | 0.00% | Reduce -78.9% | 1,664 | $543K |
| Oppenheimer & Co. Inc. | 0.01% | New | 1,652 | $539K |
| Nomura Holdings Inc. | 0.00% | Reduce -77.6% | 1,649 | $538K |
| Praxis Investment Management Inc. | 0.03% | New | 1,610 | $526K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -73.3% | 1,606 | $524K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -36.6% | 1,600 | $522K |
| Squarepoint Ops LLC | 0.00% | Reduce -97.7% | 1,600 | $522K |
| Wedmont Private Capital | 0.03% | Add +3.6% | 1,578 | $521K |
| Potentia Wealth | 0.23% | — | 1,577 | $515K |
| Pennsylvania Capital Management Inc. | 0.18% | No change | 1,575 | $514K |
| Farringdon Capital, Ltd. | 0.21% | — | 1,572 | $513K |
| Okabena Investment Services Inc. | 0.14% | New | 1,570 | $513K |
| Magnolia Private Wealth, LLC | 0.45% | — | 1,551 | $506K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.7% | 1,541 | $503K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.1% | 1,541 | $503K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -5.4% | 1,514 | $494K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +10.7% | 1,504 | $491K |
| Wealth Alliance, LLC | 0.06% | Add +2.1% | 1,483 | $484K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.8% | 1,479 | $483K |
| Shell Asset Management Co. | 0.02% | Reduce -14.8% | 1,465 | $478K |
| National Bank of Canada | 0.00% | Add +300.6% | 1,462 | $477K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +26.1% | 1,449 | $473K |
| Panagora Asset Management Inc. | 0.00% | Reduce -40.6% | 1,432 | $468K |
| Globeflex Capital L P | 0.04% | Reduce -70.3% | 1,420 | $464K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.03% | Reduce -60.3% | 1,411 | $461K |
| Spahn Wealth & Retirement LLC | 0.30% | — | 1,400 | $457K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | New | 1,379 | $450K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.0% | 1,373 | $448K |
| Ironwood Investment Counsel, LLC | 0.08% | Reduce -6.2% | 1,370 | $447K |
| Legacy Financial Group LLC | 0.07% | New | 1,366 | $446K |
| SFG Wealth Management, LLC. | 0.23% | Add +1.1% | 1,353 | $442K |
| Signaturefd, LLC | 0.01% | Add +3.1% | 1,352 | $441K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.9% | 1,337 | $436K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 1,334 | $436K |
| Petrus Trust Company, LTA | 0.04% | New | 1,319 | $431K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,313 | $429K |
| Summit Investment Advisors, Inc. | 0.38% | — | 1,147 | $427K |
| HB Wealth Management, LLC | 0.00% | Add +34.0% | 1,304 | $426K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 1,300 | $424K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 1,300 | $424K |
| Entropy Technologies, LP | 0.04% | New | 1,292 | $422K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +31.5% | 1,243 | $406K |
| DGS Capital Management, LLC | 0.10% | Reduce -3.8% | 1,241 | $405K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -2.4% | 1,236 | $404K |
| Clearstead Advisors, LLC | 0.01% | Reduce -21.9% | 1,213 | $396K |
| Impact Investors, Inc | 0.31% | — | 1,205 | $393K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.6% | 1,203 | $393K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 1,200 | $392K |
| Bridges Investment Management Inc. | 0.01% | No change | 1,185 | $387K |
| Emerald Advisers, LLC | 0.01% | Reduce -30.9% | 1,179 | $385K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.7% | 1,178 | $385K |
| Archer Investment Corp | 0.10% | No change | 1,169 | $382K |
| Cetera Trust Company, N.A | 0.24% | Reduce -0.4% | 1,155 | $377K |
| Merit Financial Group, LLC | 0.01% | Add +4.6% | 1,132 | $370K |
| AXA S.A. | 0.00% | Reduce -16.3% | 1,131 | $369K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -11.1% | 1,122 | $366K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.9% | 1,113 | $363K |
| Camden National Bank | 0.05% | New | 1,104 | $360K |
| RiverGlades Family Offices LLC | 0.26% | No change | 1,100 | $359K |
| State of Michigan Retirement System | 0.00% | Reduce -21.4% | 1,100 | $359K |
| ProShare Advisors LLC | 0.00% | Add +9.8% | 1,100 | $359K |
| 111 Capital | 0.08% | — | 1,096 | $358K |
| Tyler-Stone Wealth Management | 0.06% | Add +3.7% | 1,076 | $351K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.1% | 1,064 | $348K |
| Mfa Wealth Advisors, LLC | 0.09% | Reduce -8.4% | 1,052 | $343K |
| Principal Securities, Inc. | 0.01% | Add +9.9% | 1,051 | $343K |
| Vise Technologies, Inc. | 0.03% | New | 1,047 | $342K |
| Portside Wealth Group, LLC | 0.06% | Add +11.8% | 1,043 | $341K |
| Veltria Advisors Corp. | 0.14% | Add +20.9% | 1,040 | $340K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,040 | $340K |
| Stephens Inc. | 0.00% | Reduce -1.5% | 1,038 | $339K |
| Net Worth Advisory Group | 0.10% | Add +0.4% | 1,033 | $337K |
| MIG Capital, LLC | 0.03% | New | 1,026 | $335K |
| One Wealth Advisors, LLC | 0.05% | New | 1,015 | $331K |
| Metis Global Partners, LLC | 0.01% | Add +7.4% | 1,015 | $331K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,011 | $330K |
| denkapparat Operations GmbH | 0.49% | — | 1,006 | $328K |
| DE Burlo Group Inc. | 0.04% | New | 1,000 | $327K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.01% | New | 1,000 | $327K |
| Two Sigma Securities, LLC | 0.06% | Reduce -53.2% | 993 | $324K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -15.6% | 988 | $323K |
| Dakota Wealth Management | 0.01% | New | 986 | $322K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.9% | 972 | $317K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +5.6% | 958 | $313K |
| LRI Investments, LLC | 0.03% | Reduce -18.0% | 923 | $301K |
| Mather Group, Llc. | 0.00% | Add +4.1% | 916 | $299K |
| Good Life Advisors, LLC | 0.02% | New | 913 | $298K |
| CI Investments Inc. | 0.00% | Add +45.5% | 905 | $295K |
| Pzena Investment Management LLC | 0.00% | Reduce -24.2% | 900 | $294K |
| Lifestyle Asset Management, Inc. | 0.16% | New | 898 | $293K |
| Cynosure Group, LLC | 0.04% | Reduce -48.7% | 885 | $289K |
| Wolverine Trading, LLC | 0.01% | New | 877 | $287K |
| V-Square Quantitative Management LLC | 0.04% | Add +0.8% | 875 | $286K |
| Vinva Investment Management Ltd | 0.01% | Reduce -72.8% | 865 | $283K |
| Quent Capital, LLC | 0.03% | Add +0.1% | 866 | $283K |
| Tsfg, LLC | 0.06% | Add +0.1% | 864 | $282K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 857 | $280K |
| Perigon Wealth Management, LLC | 0.01% | New | 801 | $277K |
| Arkadios Wealth Advisors | 0.02% | New | 847 | $277K |
| Financial Advocates Investment Management | 0.02% | Reduce -5.4% | 834 | $272K |
| Berger Financial Group, Inc | 0.02% | Reduce -7.3% | 810 | $265K |
| Intrust Bank NA | 0.03% | New | 804 | $263K |
| Curi Capital, LLC | 0.01% | New | 801 | $261K |
| Virtu Financial LLC | 0.01% | New | 798 | $260K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 796 | $260K |
| OneAscent Financial Services LLC | 0.02% | Reduce -22.2% | 792 | $259K |
| GeoWealth Management, LLC | 0.01% | Reduce -20.8% | 776 | $253K |
| Koshinski Asset Management, Inc. | 0.02% | New | 774 | $253K |
| Abn Amro Investment Solutions | 0.00% | New | 774 | $253K |
| Perennial Investment Advisors, LLC | 0.03% | New | 773 | $253K |
| Benjamin Edwards Inc. | 0.00% | New | 765 | $250K |
| Pursue Wealth Partners LLC | 0.14% | New | 760 | $248K |
| Systematic Alpha Investments, LLC | 0.01% | New | 760 | $248K |
| First County Bank | 0.14% | Reduce -29.6% | 756 | $247K |
| Fidelis Capital Partners, LLC | 0.02% | New | 676 | $246K |
| Cigna Investments Inc. | 0.04% | New | 746 | $244K |
| Waddell & Associates, LLC | 0.02% | New | 746 | $244K |
| Kingsview Wealth Management, LLC | 0.00% | New | 741 | $242K |
| Cresset Asset Management, LLC | 0.00% | Reduce -82.4% | 735 | $240K |
| IFG Advisory, LLC | 0.01% | New | 733 | $239K |
| Birch Financial Group, LLC | 0.26% | — | 717 | $234K |
| Institute for Wealth Management, LLC. | 0.03% | New | 714 | $233K |
| One Day In July LLC | 0.02% | New | 702 | $229K |
| WoodTrust Financial Corp | 0.03% | New | 702 | $229K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 697 | $228K |
| Lindbrook Capital, LLC | 0.02% | Add +3.4% | 696 | $227K |
| PFG Investments, LLC | 0.01% | Reduce -39.5% | 693 | $226K |
| Jacobi Capital Management LLC | 0.02% | New | 692 | $226K |
| WealthCare Investment Partners, LLC | 0.10% | New | 677 | $222K |
| Stratos Investment Management, LLC | 0.01% | New | 675 | $220K |
| AlphaQuest LLC | 0.03% | Reduce -84.8% | 667 | $218K |
| GC Wealth Management RIA, LLC | 0.04% | New | 663 | $216K |
| Drive Wealth Management, LLC | 0.05% | New | 662 | $216K |
| Security Financial Services, INC. | 0.04% | New | 657 | $215K |
| Kolinsky Wealth Management, LLC | 0.13% | New | 650 | $212K |
| Natural Investments, LLC | 0.06% | — | 651 | $212K |
| Great Diamond Partners, LLC | 0.05% | New | 649 | $212K |
| Norden Group LLC | 0.02% | New | 641 | $209K |
| Quantum Financial Advisors, LLC | 0.03% | New | 636 | $208K |
| J.Safra Asset Management Corp | 0.02% | Add +70.0% | 634 | $207K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 629 | $205K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 629 | $205K |
| Horizon Wealth Management, LLC | 0.04% | New | 621 | $203K |
| Eagle Bay Advisors LLC | 0.13% | Reduce -10.7% | 611 | $200K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $196K |
| Assetmark, Inc. | 0.00% | Reduce -13.8% | 579 | $189K |
| Atlatl Advisers LLC | 0.11% | — | 572 | $187K |
| United Community Bank | 0.07% | Reduce -1.7% | 570 | $186K |
| Central Pacific Bank - Trust Division | 0.03% | Add +129.3% | 564 | $184K |
| Meeder Asset Management Inc. | 0.01% | Reduce -0.7% | 562 | $183K |
| WPG Advisers, LLC | 0.17% | — | 557 | $182K |
| Whipplewood Advisors, LLC | 0.10% | — | 512 | $167K |
| Allworth Financial LP | 0.00% | Reduce -17.0% | 464 | $165K |
| Colonial Trust Co / SC | 0.02% | Add +6.1% | 505 | $165K |
| Golden State Wealth Management, LLC | 0.02% | — | 500 | $163K |
| Elgethun Capital Management | 0.04% | No change | 493 | $161K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -40.7% | 464 | $152K |
| Quadrant Capital Group LLC | 0.01% | Add +0.2% | 443 | $145K |
| First Horizon Advisors, Inc. | 0.00% | Add +12.2% | 432 | $141K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.1% | 432 | $141K |
| Gables Capital Management Inc. | 0.06% | No change | 400 | $131K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.2% | 386 | $126K |
| Natixis | 0.00% | New | 371 | $121K |
| Mattson Financial Services, LLC | 0.04% | Reduce -67.5% | 516 | $120K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.7% | 357 | $117K |
| GAMMA Investing LLC | 0.01% | Add +71.6% | 357 | $117K |
| Penserra Capital Management LLC | 0.00% | Reduce -3.1% | 340 | $111K |
| Point72 (DIFC) Ltd | 0.01% | New | 332 | $108K |
| Ameliora Wealth Management Ltd. | 0.04% | New | 330 | $108K |
| Arlington Trust Co LLC | 0.02% | No change | 315 | $103K |
| NBT Bank, N.A. | 0.01% | No change | 296 | $97K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.5% | 273 | $89K |
| Leonteq Securities AG | 0.01% | Add +102.2% | 273 | $89K |
| Tortoise Investment Management, LLC | 0.01% | Add +77.3% | 266 | $87K |
| Hexagon Capital Partners LLC | 0.01% | New | 241 | $79K |
| R Squared Ltd | 0.08% | — | 240 | $78K |
| Quarry LP | 0.01% | Add +275.0% | 210 | $69K |
| Compass Financial Services Inc | 0.04% | — | 200 | $65K |
| Brooklyn Investment Group | 0.02% | Add +7.6% | 198 | $65K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $59K |
| Sandy Spring Bank | 0.00% | No change | 180 | $59K |
| Atala Financial Inc | 0.04% | — | 180 | $59K |
| CoreCap Advisors, LLC | 0.00% | Add +8.3% | 169 | $55K |
| FIL Ltd | 0.00% | Reduce -1.2% | 167 | $55K |
| Arax Advisory Partners | 0.00% | Reduce -5.2% | 163 | $53K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $51K |
| IFP Advisors, Inc | 0.00% | Reduce -44.9% | 156 | $51K |
| Spire Wealth Management | 0.00% | Add +15.9% | 146 | $48K |
| Clark Wealth Partners | 0.04% | — | 140 | $46K |
| MCF Advisors LLC | 0.00% | No change | 138 | $45K |
| Jones Financial Companies LLLP | 0.00% | Add +45.3% | 138 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.8% | 133 | $43K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -5.7% | 132 | $43K |
| Itau Unibanco Holding S.A. | 0.00% | New | 129 | $42K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 123 | $40K |
| Smithfield Trust Co | 0.00% | No change | 119 | $39K |
| Riverview Trust Co | 0.03% | No change | 115 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.0% | 108 | $35K |
| Global X Japan Co., Ltd. | 0.00% | Add +19.1% | 100 | $33K |
| Covestor Ltd | 0.02% | Reduce -35.6% | 96 | $31K |
| Graney & King, LLC | 0.02% | — | 93 | $30K |
| IAG Wealth Partners, LLC | 0.00% | Add +1.2% | 84 | $27K |
| Plato Investment Management Ltd | 0.00% | No change | 81 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +62.5% | 78 | $25K |
| Huntington National Bank | 0.00% | Reduce -2.9% | 68 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 66 | $22K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 65 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +190.5% | 61 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.5% | 57 | $19K |
| Park Place Capital Corp | 0.00% | No change | 54 | $18K |
| Hemington Wealth Management | 0.00% | Add +178.9% | 53 | $17K |
| WealthCollab, LLC | 0.01% | No change | 50 | $16K |
| PSI Advisors, LLC | 0.00% | No change | 50 | $16K |
| Eastern Bank | 0.00% | No change | 50 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 49 | $16K |
| TCTC Holdings, LLC | 0.00% | New | 48 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -95.2% | 47 | $15K |
| SBI Securities Co., Ltd. | 0.00% | — | 46 | $15K |
| Global Wealth Strategies & Associates | 0.00% | No change | 44 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -8.3% | 44 | $14K |
| Global Financial Private Client, LLC | 0.01% | Add +10.5% | 42 | $14K |
| Millstone Evans Group, LLC | 0.01% | — | 39 | $13K |
| Alaska Permanent Fund Corp | 0.00% | No change | 38 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 36 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.3% | 35 | $11K |
| High Note Wealth, LLC | 0.00% | New | 34 | $11K |
| CVA Family Office, LLC | 0.00% | Add +13.8% | 33 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -35.6% | 29 | $9K |
| Operose Advisors LLC | 0.00% | New | 27 | $9K |
| ESL Trust Services, LLC | 0.00% | No change | 25 | $8K |
| Concord Wealth Partners | 0.00% | No change | 24 | $8K |
| SouthState Bank Corp | 0.00% | New | 24 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 23 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 22 | $7K |
| Compass Planning Associates Inc | 0.01% | — | 21 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -47.4% | 20 | $7K |
| CNB Bank | 0.00% | No change | 19 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 19 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 18 | $6K |
| Raleigh Capital Management Inc. | 0.00% | No change | 16 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 15 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +250.0% | 14 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +16.7% | 14 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -38.1% | 13 | $4K |
| Sachetta, LLC | 0.00% | No change | 12 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $4K |
| Sierra Ocean, LLC | 0.00% | — | 10 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -16.7% | 10 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 8 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -46.1% | 7 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $2K |
| Avion Wealth | 0.00% | Reduce -12.5% | 7 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -77.8% | 6 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 6 | $2K |
| WASHINGTON TRUST Co | 0.00% | No change | 6 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 5 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 5 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Trust Co. of Vermont | 0.00% | No change | 5 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 4 | $1K |
| Bokf, NA | 0.00% | Add +100.0% | 4 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 4 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $980 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 3 | $980 |
| Lanark Financial, Inc. | 0.06% | — | 2 | $695 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $657 |
| True Wealth Design, LLC | 0.00% | New | 2 | $654 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $653 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -60.0% | 2 | $653 |
| Talon Private Wealth, LLC | 0.00% | No change | 2 | $653 |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $653 |
| Winnacle Wealth LLC | 0.00% | — | 2 | $474 |
| Cornerstone Planning Group LLC | 0.00% | New | 1 | $353 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $327 |
| Activest Wealth Management | 0.00% | New | 1 | $327 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $327 |
| Rothschild Investment LLC | 0.00% | Reduce -80.0% | 1 | $327 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $327 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $327 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 2 | $0 |
"% of holder's portfolio" is LPLA's weight in each manager's 13F, not the share of LPL Financial Holdings Inc. the manager owns.