LPL Financial HoldingsLPLA
13F holders, Q3 2025 (September 30)759holders −42
71new positions
109sold out
11famous investors
$332.38avg. 13F price*
At the end of Q3 2025, 759 institutions reported holding LPL Financial Holdings Inc. (LPLA) in their 13F filings, down 42 from Q2 2025. 71 opened new positions and 109 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($1.7B) and Boston Partners ($1.2B). 11 famous investors held it, including Stephen Mandel (5.5% of Lone Pine Capital's portfolio), Dan Loeb (2.4% of Third Point's portfolio) and Tom Gayner (1.5% of Markel Group's portfolio).
- Company
- LPL Financial Holdings Inc.
- CUSIP
- 50212V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $265.9M |
| Exits | 109 | $1.4B |
All 13F filers, Q2 2025 → Q3 2025: 9,993,692 shares bought and 9,789,343 shares sold, net +204,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 759 holders
| Vanguard Group Inc. | 0.04% | Add +4.0% | 8,303,768 | $2.8B |
| BlackRock, Inc. | 0.03% | Add +3.0% | 4,976,517 | $1.7B |
| Boston Partners | 1.25% | Reduce -0.3% | 3,669,326 | $1.2B |
| Dodge & Cox | 0.60% | Add +23.2% | 3,329,255 | $1.1B |
| Massachusetts Financial Services Co. | 0.33% | Add +32.8% | 3,242,353 | $1.1B |
| Janus Henderson Group PLC | 0.47% | Add +0.6% | 3,097,351 | $1.0B |
| Capital World Investors | 0.12% | Add +15960.1% | 2,628,551 | $874.5M |
| Kayne Anderson Rudnick Investment Management LLC | 2.01% | Reduce -2.9% | 2,482,615 | $825.9M |
| Lone Pine Capital | 5.46% | Add +20.5% | 2,255,714 | $750.5M |
| Principal Financial Group Inc. | 0.33% | Add +23.4% | 1,970,021 | $655.4M |
| State Street Corp. | 0.02% | Add +5.9% | 1,828,455 | $608.3M |
| WCM Investment Management, LLC | 1.24% | Add +0.7% | 1,742,991 | $593.7M |
| Geode Capital Management, LLC | 0.03% | Reduce -10.5% | 1,543,258 | $512.0M |
| Morgan Stanley | 0.03% | Add +7.7% | 1,479,651 | $492.3M |
| Samlyn Capital, LLC | 6.36% | Add +10.8% | 1,346,494 | $448.0M |
| FMR LLC | 0.02% | Reduce -54.3% | 1,121,923 | $373.3M |
| Jennison Associates LLC | 0.21% | Reduce -21.2% | 1,104,950 | $367.6M |
| Millennium Management | 0.29% | Add +1104.0% | 1,053,168 | $350.4M |
| SurgoCap Partners LP | 9.39% | Add +12.8% | 994,278 | $330.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -19.1% | 938,755 | $312.3M |
| Bank of America Corp. | 0.02% | Reduce -8.7% | 878,032 | $292.1M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.9% | 847,816 | $282.1M |
| Raymond James Financial Inc. | 0.09% | Reduce -5.3% | 824,267 | $274.2M |
| Darlington Partners Capital Management, LP | 8.82% | No change | 785,737 | $261.4M |
| TD Asset Management Inc | 0.19% | Add +5.9% | 691,702 | $230.1M |
| APG Asset Management N.V. | 0.61% | Add +51.2% | 767,333 | $217.3M |
| Third Point | 2.39% | Reduce -4.9% | 594,143 | $197.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -19.2% | 589,491 | $196.1M |
| Eminence Capital, LP | 2.87% | Add +6.5% | 587,624 | $195.5M |
| Westfield Capital Management Co. LP | 0.80% | Reduce -26.4% | 575,462 | $191.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -19.6% | 564,215 | $187.7M |
| Wells Fargo & Company | 0.04% | Reduce -6.4% | 563,613 | $187.5M |
| Markel Group | 1.49% | Add +1.6% | 553,321 | $184.1M |
| Invesco Ltd. | 0.03% | Reduce -2.2% | 539,444 | $179.5M |
| Agf Management Ltd. | 0.79% | Reduce -29.8% | 537,275 | $178.7M |
| Northern Trust Corp. | 0.02% | Add +1.8% | 532,302 | $177.1M |
| Clarkston Capital Partners, LLC | 3.57% | Reduce -16.7% | 498,633 | $165.9M |
| Epoch Investment Partners, Inc. | 0.88% | Reduce -16.7% | 482,698 | $160.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.8% | 452,474 | $150.5M |
| First Pacific Advisors, LP | 2.07% | No change | 443,503 | $147.5M |
| Fairview Capital Investment Management, LLC | 7.39% | Reduce -1.6% | 437,905 | $145.7M |
| American Century Companies Inc. | 0.07% | Reduce -28.4% | 427,634 | $142.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.4% | 405,152 | $134.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.7% | 397,355 | $132.2M |
| Citadel Advisors | 0.10% | New | 384,351 | $127.9M |
| Railway Pension Investments Ltd | 1.64% | Add +276.6% | 363,400 | $120.9M |
| Azora Capital LP | 5.45% | Reduce -25.2% | 353,356 | $117.6M |
| Junto Capital Management LP | 2.45% | Add +50.8% | 351,210 | $116.8M |
| UBS Group AG | 0.02% | Add +45.5% | 336,128 | $111.8M |
| Legal & General Group Plc | 0.03% | Add +2.1% | 335,369 | $111.6M |
| Macquarie Group Ltd. | 0.13% | Reduce -2.7% | 333,624 | $111.0M |
| Caisse de depot et placement du Quebec | 0.19% | Reduce -1.2% | 310,932 | $103.4M |
| Holocene Advisors, LP | 0.23% | Add +11.3% | 298,873 | $99.4M |
| Royal Bank of Canada | 0.02% | Add +39.7% | 292,952 | $97.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +22.3% | 285,606 | $95.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -8.0% | 271,013 | $90.2M |
| Gilder Gagnon Howe & Co. LLC | 0.90% | Reduce -1.7% | 265,966 | $88.5M |
| Focus Partners Advisor Solutions, LLC | 0.85% | Add +77.7% | 198,980 | $74.7M |
| Fort Washington Investment Advisors Inc. | 0.40% | Add +222.2% | 223,144 | $74.2M |
| Truist Financial Corp. | 0.09% | Add +0.7% | 209,647 | $69.7M |
| Bridgewater Associates | 0.27% | Add +8.3% | 208,744 | $69.4M |
| Baron Capital (BAMCO) | 0.18% | Reduce -6.5% | 207,897 | $69.2M |
| Jane Street Group, LLC | 0.08% | Add +5212.1% | 197,769 | $65.8M |
| Brown Brothers Harriman & Co. | 0.39% | Add +3.0% | 190,358 | $63.3M |
| Westwood Holdings Group Inc. | 0.46% | New | 190,089 | $63.2M |
| Nuveen, LLC | 0.02% | Add +0.4% | 188,925 | $62.9M |
| Coronation Fund Managers Ltd. | 3.26% | Add +24.5% | 187,973 | $62.5M |
| Stifel Financial Corp. | 0.06% | Reduce -5.7% | 186,828 | $62.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +0.5% | 183,674 | $61.1M |
| Deutsche Bank AG | 0.02% | Add +7.0% | 173,208 | $57.6M |
| Franklin Resources Inc. | 0.01% | Add +3.4% | 168,787 | $56.2M |
| Employees Retirement System of Texas | 0.51% | Reduce -0.9% | 161,500 | $53.7M |
| Man Group plc | 0.11% | Reduce -18.6% | 161,152 | $53.6M |
| Wellington Management Group LLP | 0.01% | Reduce -51.4% | 160,204 | $53.3M |
| California Public Employees Retirement System | 0.03% | Add +9.5% | 159,515 | $53.1M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -15.3% | 162,386 | $51.5M |
| Comerica Bank | 0.18% | Reduce -2.6% | 145,218 | $48.3M |
| Citigroup Inc. | 0.03% | Add +177.3% | 142,785 | $47.5M |
| First Trust Advisors LP | 0.04% | Reduce -9.5% | 141,729 | $47.2M |
| Danske Bank A/S | 0.11% | Add +28.1% | 131,432 | $43.7M |
| LPL Financial LLC | 0.01% | Add +1.9% | 128,898 | $42.9M |
| Sei Investments Co. | 0.04% | Reduce -70.5% | 123,735 | $41.2M |
| Marshall Wace, LLP | 0.04% | Add +488.5% | 120,732 | $40.2M |
| California State Teachers Retirement System | 0.04% | Add +1.5% | 119,650 | $39.8M |
| Amundi | 0.01% | Add +11.1% | 126,600 | $39.5M |
| Victory Capital Management Inc. | 0.02% | Add +295.8% | 118,157 | $39.3M |
| National Pension Service | 0.03% | Add +1.9% | 116,987 | $38.9M |
| Southpoint Capital Advisors LP | 1.00% | Reduce -68.5% | 115,000 | $38.3M |
| Ensign Peak Advisors, Inc | 0.06% | Add +13.6% | 114,278 | $38.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -58.2% | 112,632 | $37.5M |
| Family Wealth Partners, LLC | 13.17% | Reduce -5.6% | 105,644 | $35.1M |
| Rhumbline Advisers | 0.03% | Reduce -2.2% | 103,497 | $34.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.4% | 101,421 | $33.7M |
| HSBC Holdings PLC | 0.02% | Add +125.0% | 100,066 | $33.1M |
| Hudson Bay Capital Management LP | 0.23% | Add +7.7% | 99,118 | $33.0M |
| Aberdeen Group plc | 0.05% | Reduce -9.3% | 92,694 | $30.8M |
| Solel Partners LP | 5.57% | No change | 87,000 | $28.9M |
| Susquehanna International Group, LLP | 0.04% | Add +63.8% | 85,486 | $28.4M |
| Renaissance Technologies | 0.04% | Reduce -24.8% | 82,600 | $27.5M |
| Swedbank AB | 0.03% | Add +257.9% | 80,487 | $26.8M |
| Barclays PLC | 0.01% | Add +23.4% | 79,972 | $26.6M |
| Heron Bay Capital Management | 4.95% | Reduce -3.3% | 79,777 | $26.5M |
| D. E. Shaw & Co. | 0.02% | Reduce -38.4% | 76,605 | $25.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -2.4% | 73,969 | $24.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.2% | 72,813 | $24.2M |
| Burkehill Global Management, LP | 1.36% | No change | 70,000 | $23.3M |
| Alyeska Investment Group, L.P. | 0.07% | New | 69,477 | $23.1M |
| Ceredex Value Advisors LLC | 0.53% | Reduce -3.4% | 69,100 | $23.0M |
| Royal London Asset Management Ltd. | 0.05% | Add +22.9% | 65,063 | $21.6M |
| Aviva PLC | 0.04% | Add +13.2% | 63,405 | $21.1M |
| Trillium Asset Management, LLC | 0.56% | Reduce -1.6% | 63,335 | $21.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -5.0% | 58,924 | $19.6M |
| Lynwood Price Capital Management LP | 9.83% | Add +9.3% | 59,000 | $19.6M |
| Foster Victor Wealth Advisors, LLC | 1.21% | Add +11.1% | 61,831 | $19.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.7% | 57,908 | $19.3M |
| Korea Investment CORP | 0.04% | Add +0.6% | 57,068 | $19.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -29.7% | 55,942 | $18.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -7.0% | 54,376 | $18.1M |
| Artemis Investment Management LLP | 0.22% | Reduce -45.3% | 54,232 | $18.0M |
| Cookson Peirce & Co. Inc. | 0.73% | Reduce -2.0% | 53,843 | $17.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +22.6% | 53,208 | $17.7M |
| Mawer Investment Management Ltd. | 0.09% | Reduce -0.6% | 52,690 | $17.5M |
| GW&K Investment Management, LLC | 0.15% | Reduce -3.9% | 51,363 | $17.1M |
| Walleye Capital LLC | 0.15% | Add +6899.2% | 50,884 | $16.9M |
| Susquehanna Fundamental Investments, LLC | 0.66% | Reduce -32.1% | 50,745 | $16.9M |
| Saraza Management, LP | 5.93% | New | 50,000 | $16.6M |
| Ghisallo Capital Management LLC | 0.54% | Reduce -71.2% | 50,000 | $16.6M |
| Winmill & Co. Inc. | 3.94% | No change | 48,860 | $16.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +1.3% | 47,657 | $16.2M |
| Teca Partners, LP | 10.17% | Add +81.1% | 48,484 | $16.1M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -3.4% | 47,521 | $15.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +84.7% | 41,769 | $13.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +2.8% | 40,891 | $13.6M |
| Empowered Funds, LLC | 0.13% | Add +121.4% | 38,453 | $12.8M |
| Storebrand Asset Management As | 0.03% | Add +95.1% | 38,370 | $12.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.8% | 38,046 | $12.7M |
| Captrust Financial Advisors | 0.03% | Reduce -81.0% | 37,329 | $12.4M |
| LBP Am SA | 0.15% | Add +47.0% | 36,128 | $12.0M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -3.8% | 35,827 | $11.9M |
| Logan Capital Management Inc. | 0.50% | Add +2.2% | 35,300 | $11.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Reduce -1.0% | 35,187 | $11.7M |
| Pathstone Holdings, LLC | 0.04% | Add +2.6% | 34,067 | $11.3M |
| Verition Fund Management LLC | 0.07% | Add +174.6% | 33,292 | $11.1M |
| Whittier Trust Co. | 0.13% | Add +40.2% | 35,161 | $11.1M |
| Corient Private Wealth LP | 0.02% | Reduce -14.3% | 32,423 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -18.8% | 32,420 | $10.8M |
| KWB Wealth | 1.18% | Add +0.0% | 28,445 | $10.7M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +940.6% | 31,884 | $10.6M |
| Icon Advisers Inc. | 2.30% | No change | 31,288 | $10.4M |
| Burney Co./ | 0.33% | Add +4.1% | 31,064 | $10.3M |
| Asset Management One Co., Ltd. | 0.03% | Add +2.2% | 31,016 | $10.3M |
| Quantinno Capital Management LP | 0.03% | Add +3.8% | 30,430 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Add +3.6% | 30,131 | $10.0M |
| Mn Services Vermogensbeheer B.V. | 0.06% | No change | 29,900 | $9.9M |
| Thornburg Investment Management Inc. | 0.13% | Reduce -29.2% | 29,729 | $9.9M |
| Reinhart Partners, Llc. | 0.30% | Reduce -5.2% | 28,165 | $9.4M |
| AQR Capital Management | 0.01% | Reduce -26.4% | 28,165 | $9.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +4.8% | 27,980 | $9.3M |
| KLP Kapitalforvaltning As | 0.04% | Add +0.4% | 27,900 | $9.3M |
| Public Employees Retirement System of Ohio | 0.03% | Add +8.5% | 27,521 | $9.2M |
| Cinctive Capital Management LP | 0.45% | Add +195.0% | 27,180 | $9.0M |
| ArrowMark Colorado Holdings LLC | 0.16% | No change | 25,835 | $8.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.08% | Reduce -21.6% | 25,380 | $8.4M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -4.7% | 25,110 | $8.4M |
| Bank of Montreal | 0.00% | Add +7.8% | 25,078 | $8.3M |
| Virtu Financial LLC | 0.47% | Add +244.8% | 25,073 | $8.3M |
| Seven Grand Managers, LLC | 0.68% | Reduce -50.0% | 25,000 | $8.3M |
| Brant Point Investment Management LLC | 1.80% | Add +0.8% | 24,315 | $8.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.4% | 24,263 | $8.1M |
| NewEdge Wealth, LLC | 0.11% | Reduce -41.3% | 21,394 | $8.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +0.3% | 24,059 | $8.0M |
| Kennedy Capital Management LLC | 0.18% | Reduce -19.4% | 23,992 | $8.0M |
| Arizona State Retirement System | 0.04% | Add +0.8% | 23,539 | $7.8M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -26.3% | 22,346 | $7.4M |
| Illinois Municipal Retirement Fund | 0.09% | Add +11.8% | 21,729 | $7.2M |
| Teacher Retirement System of Texas | 0.03% | Reduce -7.1% | 21,622 | $7.2M |
| Handelsbanken Fonder AB | 0.02% | Add +9.7% | 21,581 | $7.2M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 20,536 | $6.8M |
| Banco BTG Pactual S.A. | 1.00% | Add +24.0% | 20,471 | $6.8M |
| Winthrop Advisory Group LLC | 0.59% | Reduce -0.4% | 20,279 | $6.7M |
| Argent Capital Management LLC | 0.17% | Add +0.1% | 19,251 | $6.4M |
| 2Xideas AG | 1.34% | Reduce -1.9% | 19,071 | $6.3M |
| Cetera Investment Advisers | 0.01% | Reduce -0.5% | 18,998 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.4% | 18,915 | $6.3M |
| MML Investors Services, LLC | 0.02% | Reduce -10.6% | 18,549 | $6.2M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Add +40.3% | 19,405 | $6.1M |
| Eagle Rock Investment Company, LLC | 0.89% | Reduce -0.5% | 17,931 | $6.0M |
| IFM Investors Pty Ltd | 0.05% | No change | 17,379 | $5.9M |
| Strategic Global Advisors, LLC | 0.89% | Reduce -1.4% | 17,576 | $5.8M |
| Forsta Ap-Fonden | 0.03% | Add +6.1% | 17,400 | $5.8M |
| Atria Investments, Inc | 0.07% | Reduce -13.7% | 17,362 | $5.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -2.0% | 17,124 | $5.7M |
| Xponance LLC | 0.04% | Add +3.7% | 16,892 | $5.6M |
| SCS Capital Management LLC | 0.06% | No change | 16,161 | $5.4M |
| STRS Ohio | 0.02% | Reduce -63.7% | 16,105 | $5.4M |
| Primecap Management Co. | 0.00% | No change | 16,000 | $5.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -6.5% | 15,900 | $5.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +0.2% | 15,757 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +3.2% | 15,088 | $5.0M |
| DNB Asset Management AS | 0.02% | Add +5.1% | 15,079 | $5.0M |
| Commerce Bank | 0.03% | Reduce -1.4% | 14,946 | $5.0M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -20.6% | 14,863 | $4.9M |
| &partners | 0.03% | Add +9.4% | 14,788 | $4.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +18.4% | 14,470 | $4.8M |
| Silvant Capital Management LLC | 0.17% | Reduce -8.6% | 14,345 | $4.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +8.3% | 14,134 | $4.7M |
| Iridian Asset Management LLC | 1.81% | Reduce -0.7% | 13,847 | $4.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | New | 13,775 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.3% | 12,910 | $4.6M |
| Tobam | 1.65% | Add +16.1% | 13,648 | $4.5M |
| TD Private Client Wealth LLC | 0.10% | Reduce -5.5% | 13,455 | $4.5M |
| Voya Investment Management LLC | 0.01% | Reduce -68.4% | 13,372 | $4.4M |
| Toronto Dominion Bank | 0.01% | Reduce -9.4% | 13,186 | $4.4M |
| Utah Retirement Systems | 0.04% | Add +5.0% | 13,169 | $4.4M |
| KBC Group NV | 0.01% | Reduce -9.9% | 12,934 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 12,863 | $4.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.2% | 12,845 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.1% | 12,530 | $4.2M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -31.0% | 12,391 | $4.1M |
| Otter Creek Advisors, LLC | 4.08% | Reduce -2.6% | 12,365 | $4.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -10.7% | 11,805 | $3.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.6% | 11,494 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +0.2% | 11,489 | $3.8M |
| Genus Capital Management Inc. | 0.44% | Add +0.3% | 11,462 | $3.8M |
| Catalyst Funds Management Pty Ltd | 0.58% | Add +185.0% | 11,400 | $3.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +26.8% | 10,869 | $3.6M |
| United Asset Strategies, Inc. | 0.29% | Reduce -1.2% | 10,721 | $3.6M |
| Summit Trail Advisors, LLC | 0.05% | Add +57.6% | 10,375 | $3.5M |
| Anchor Investment Management, LLC | 0.28% | Reduce -0.9% | 10,269 | $3.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.8% | 10,123 | $3.4M |
| Retirement Capital Strategies | 1.28% | No change | 10,041 | $3.3M |
| Impax Asset Management Group plc | 0.02% | Reduce -2.3% | 9,836 | $3.3M |
| Oliver Luxxe Assets LLC | 0.50% | Add +5.3% | 9,565 | $3.2M |
| Beacon Investment Advisors LLC | 1.27% | Add +0.2% | 9,360 | $3.1M |
| Oak Thistle LLC | 0.47% | New | 9,306 | $3.1M |
| Greenleaf Trust | 0.03% | Reduce -0.3% | 9,262 | $3.1M |
| Kerusso Capital Management LLC | 1.88% | Reduce -5.6% | 9,190 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.2% | 9,108 | $3.0M |
| OP Asset Management Ltd | 0.04% | Add +5.6% | 8,913 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -2.8% | 8,906 | $3.0M |
| Jefferies Financial Group Inc. | 0.03% | Add +908.1% | 8,881 | $3.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 8,718 | $3.0M |
| F/m Investments LLC | 0.11% | Reduce -3.1% | 8,767 | $2.9M |
| Dynasty Wealth Management, LLC | 0.04% | Add +61.0% | 8,748 | $2.9M |
| Coppell Advisory Solutions LLC | 0.31% | Add +19.7% | 8,503 | $2.9M |
| Flynn Zito Capital Management, LLC | 1.06% | Add +0.2% | 8,655 | $2.9M |
| Prana Capital Management, LP | 0.10% | Add +105.1% | 8,607 | $2.9M |
| Annex Advisory Services, LLC | 0.06% | Reduce -4.4% | 8,405 | $2.8M |
| Tredje AP-fonden | 0.02% | Add +28.2% | 8,383 | $2.8M |
| Stenger Family Office, LLC | 0.57% | Add +16.1% | 8,112 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 14,919 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.3% | 8,355 | $2.7M |
| Catalyst Capital Advisors LLC | 0.05% | Add +13.6% | 7,960 | $2.6M |
| TT International Asset Management LTD | 0.51% | Add +55.1% | 7,944 | $2.6M |
| Caldwell Trust Co | 0.25% | Reduce -2.6% | 7,928 | $2.6M |
| Creative Planning | 0.00% | Add +8.7% | 7,747 | $2.6M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 7,732 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Add +1.2% | 7,702 | $2.6M |
| Hennessy Advisors Inc. | 0.09% | Add +1.3% | 7,700 | $2.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -30.0% | 7,678 | $2.6M |
| HM Payson & Co. | 0.04% | Add +1.2% | 7,655 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -4.8% | 7,606 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.2% | 7,517 | $2.5M |
| Amalgamated Bank | 0.02% | Add +5.8% | 7,487 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -6.0% | 7,474 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 7,468 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -25.8% | 7,433 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -16.1% | 7,380 | $2.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -11.7% | 7,335 | $2.4M |
| Nordea Investment Management AB | 0.00% | Add +8.8% | 7,273 | $2.4M |
| Brevan Howard Capital Management LP | 0.03% | Add +66.7% | 7,198 | $2.4M |
| Candriam S.C.A. | 0.01% | Add +4.3% | 7,166 | $2.4M |
| South Dakota Investment Council | 0.05% | New | 7,147 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -0.4% | 7,044 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.8% | 7,043 | $2.3M |
| Laurion Capital Management LP | 0.34% | Add +5.3% | 7,000 | $2.3M |
| CGN Advisors LLC | 0.19% | Add +1.7% | 6,958 | $2.3M |
| Sterling Capital Management LLC | 0.03% | Reduce -53.8% | 6,946 | $2.3M |
| Cibc World Market Inc. | 0.00% | Reduce -47.4% | 6,738 | $2.2M |
| Jackson Wealth Management, LLC | 0.22% | Add +12.7% | 6,670 | $2.2M |
| EFG Asset Management (North America) Corp. | 0.29% | Add +12.2% | 6,642 | $2.2M |
| James Investment Research, Inc. | 0.24% | Reduce -0.1% | 6,591 | $2.2M |
| Morningstar Investment Management LLC | 0.08% | New | 6,583 | $2.2M |
| Wolverine Trading, LLC | 0.04% | Add +105.9% | 6,333 | $2.2M |
| Credit Agricole S A | 0.01% | — | 6,377 | $2.1M |
| King Luther Capital Management Corp. | 0.01% | Reduce -0.1% | 6,358 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +3.6% | 6,279 | $2.1M |
| K2 Principal Fund, L.P. | 0.73% | New | 6,115 | $2.0M |
| Sterling Group Wealth Management, LLC | 0.98% | No change | 5,967 | $2.0M |
| Munich Reinsurance Co Stock Corp in Munich | 0.05% | — | 5,936 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -88.5% | 5,787 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -12.9% | 5,760 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +39.2% | 5,753 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Reduce -87.8% | 5,627 | $1.9M |
| Avanza Fonder AB | 0.05% | No change | 5,607 | $1.9M |
| Future Fund LLC | 0.66% | Add +11.9% | 5,599 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Add +116.6% | 5,568 | $1.9M |
| Gradient Investments LLC | 0.03% | Reduce -5.9% | 5,540 | $1.8M |
| Coastal Bridge Advisors, LLC | 0.14% | Reduce -0.9% | 5,444 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -96.3% | 5,354 | $1.8M |
| University of Texas/Texas Am Investment Management Co. | 0.26% | New | 5,343 | $1.8M |
| Independent Advisor Alliance | 0.05% | Add +41.5% | 5,341 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -97.3% | 5,316 | $1.8M |
| Yorktown Management & Research Co Inc | 1.40% | No change | 5,290 | $1.8M |
| Knollwood Investment Advisory, LLC | 0.16% | No change | 5,275 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +6.0% | 5,265 | $1.8M |
| Dana Investment Advisors, Inc. | 0.05% | Add +3.7% | 5,264 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +77.9% | 5,123 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.7% | 5,114 | $1.7M |
| EFG Asset Management (Americas) Corp. | 0.29% | Add +10.1% | 5,107 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +3.0% | 5,102 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.3% | 5,003 | $1.7M |
| Townsquare Capital LLC | 0.25% | Reduce -17.8% | 4,876 | $1.6M |
| Paradigm Asset Management Co. LLC | 0.37% | No change | 4,800 | $1.6M |
| Virtus Investment Advisers, LLC | 0.45% | New | 4,756 | $1.6M |
| Shepherd Financial Partners LLC | 0.15% | No change | 4,755 | $1.6M |
| Integrated Investment Consultants, LLC | 0.26% | Reduce -29.9% | 4,658 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +1.8% | 4,658 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +25.0% | 4,652 | $1.5M |
| Fulton Bank, N.A. | 0.05% | Add +1.1% | 4,632 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +45.7% | 4,581 | $1.5M |
| VestGen Advisors, LLC | 0.05% | Reduce -19.7% | 4,431 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +11.4% | 4,249 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -1.3% | 4,209 | $1.4M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -38.6% | 4,200 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.6% | 4,087 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -15.1% | 4,067 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -49.4% | 4,060 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | Reduce -78.3% | 4,016 | $1.3M |
| Ostrum Asset Management | 0.06% | Add +51.8% | 3,964 | $1.3M |
| Crawford Investment Counsel Inc. | 0.02% | Add +1.0% | 3,888 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | No change | 3,873 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +30.9% | 3,872 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -9.5% | 3,872 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.0% | 3,867 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +14.5% | 3,844 | $1.3M |
| Investment Management Corp of Ontario | 0.02% | Add +37.1% | 3,766 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | No change | 3,294 | $1.2M |
| Praxis Investment Management Inc. | 0.07% | Add +40.3% | 3,703 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -91.2% | 3,629 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -13.4% | 3,605 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +5.2% | 3,582 | $1.2M |
| Fiduciary Trust Co | 0.01% | Add +6.0% | 3,523 | $1.2M |
| Gateway Investment Advisers LLC | 0.01% | No change | 3,515 | $1.2M |
| Arax Advisory Partners | 0.02% | Add +1738.2% | 3,511 | $1.2M |
| Gabelli Funds LLC | 0.01% | Reduce -30.1% | 3,511 | $1.2M |
| Cannon Global Investment Management, LLC | 2.95% | New | 3,500 | $1.2M |
| Sumitomo Life Insurance Co. | 0.04% | Reduce -3.5% | 3,480 | $1.2M |
| Aureus Asset Management, LLC | 0.08% | No change | 3,473 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +3.8% | 3,457 | $1.1M |
| Shelton Wealth Management, LLC | 0.53% | Add +9.6% | 3,428 | $1.1M |
| Schroder Investment Management Group | 0.00% | Add +17.5% | 3,414 | $1.1M |
| GMO | 0.00% | Add +209.4% | 3,403 | $1.1M |
| Callan Family Office, LLC | 0.04% | Reduce -16.1% | 3,385 | $1.1M |
| LVW Advisors, LLC | 0.12% | Reduce -9.2% | 3,365 | $1.1M |
| SkyView Investment Advisors, LLC | 0.14% | Add +1.1% | 3,294 | $1.1M |
| MAI Capital Management | 0.01% | Add +10.1% | 3,251 | $1.1M |
| CIBC Asset Management Inc | 0.00% | No change | 3,236 | $1.1M |
| Banque Cantonale Vaudoise | 0.04% | Reduce -63.4% | 3,232 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -73.0% | 3,166 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,165 | $1.1M |
| HighPoint Advisor Group LLC | 0.05% | Add +26.7% | 3,120 | $1.0M |
| Bank of Nova Scotia | 0.00% | New | 3,104 | $1.0M |
| ASR Vermogensbeheer N.V. | 0.01% | Add +0.1% | 3,091 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +12.0% | 3,074 | $1.0M |
| XTX Topco Ltd | 0.05% | New | 3,047 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +6.2% | 2,968 | $987K |
| Allstate Corp. | 0.02% | New | 2,958 | $984K |
| Central Pacific Bank - Trust Division | 0.12% | Reduce -17.4% | 2,880 | $958K |
| Two Sigma Investments, LP | 0.00% | Reduce -57.0% | 2,875 | $956K |
| CIBC Bancorp USA Inc. | 0.01% | — | 2,868 | $954K |
| National Bank of Canada | 0.00% | Reduce -85.0% | 2,831 | $941K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.9% | 2,794 | $930K |
| OV Management LLC | 0.78% | No change | 2,777 | $924K |
| QRG Capital Management, Inc. | 0.01% | Add +42.4% | 2,756 | $917K |
| Vestcor Inc | 0.03% | Reduce -7.0% | 2,689 | $895K |
| Impact Capital Partners LLC | 0.27% | Reduce -5.7% | 2,687 | $894K |
| Principal Securities, Inc. | 0.01% | Add +26.0% | 2,602 | $866K |
| Caprock Group, LLC | 0.02% | — | 2,373 | $865K |
| Inceptionr LLC | 0.21% | Reduce -29.3% | 2,555 | $850K |
| Tran Capital Management, L.P. | 0.10% | No change | 2,554 | $850K |
| Vident Advisory, LLC | 0.01% | Add +4.0% | 2,506 | $834K |
| Arkadios Wealth Advisors | 0.02% | Add +56.5% | 2,505 | $833K |
| Garrett Wealth Advisory Group, LLC | 0.16% | No change | 2,500 | $832K |
| Ritholtz Wealth Management | 0.02% | Add +0.3% | 2,488 | $828K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.5% | 2,477 | $824K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +70.4% | 2,472 | $822K |
| Assenagon Asset Management S.A. | 0.00% | Add +0.7% | 2,403 | $799K |
| Engineers Gate Manager LP | 0.01% | Reduce -94.1% | 2,398 | $798K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 2,381 | $792K |
| Polymer Capital Management (US) LLC | 0.10% | New | 2,358 | $784K |
| Qsemble Capital Management, LP | 0.08% | Add +42.7% | 2,318 | $771K |
| Hunting Hill Global Capital, LLC | 0.29% | No change | 2,300 | $765K |
| Presidio Capital Management, LLC | 0.27% | New | 2,286 | $761K |
| Root Financial Partners, LLC | 0.05% | Add +1.6% | 2,285 | $760K |
| London Co. of Virginia | 0.00% | No change | 2,270 | $755K |
| Greenline Partners, LLC | 0.09% | No change | 2,266 | $754K |
| Pitcairn Co. | 0.06% | Reduce -52.6% | 2,243 | $746K |
| Picton Mahoney Asset Management | 0.01% | Reduce -97.3% | 2,200 | $732K |
| Avior Wealth Management, LLC | 0.02% | Reduce -11.9% | 2,200 | $732K |
| Valley Wealth Managers, Inc. | 0.05% | Add +9.5% | 2,184 | $727K |
| DAVENPORT & Co LLC | 0.00% | Add +4.4% | 2,166 | $721K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -59.6% | 2,164 | $720K |
| Tidal Investments LLC | 0.00% | Reduce -3.4% | 2,144 | $713K |
| Concorde Asset Management, LLC | 0.30% | — | 2,280 | $712K |
| Heritage Family Offices, LLP | 0.33% | Reduce -6.7% | 2,118 | $705K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,100 | $699K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -2.5% | 2,097 | $698K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.1% | 2,096 | $697K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.7% | 2,089 | $695K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -38.3% | 2,069 | $688K |
| Everpar Advisors LLC | 0.27% | Reduce -7.0% | 2,046 | $681K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -6.0% | 2,012 | $669K |
| Spire Wealth Management | 0.02% | Add +0.1% | 2,006 | $667K |
| Shell Asset Management Co. | 0.07% | Reduce -35.4% | 2,006 | $667K |
| Headlands Technologies LLC | 0.05% | New | 2,000 | $665K |
| Sowell Financial Services LLC | 0.03% | Reduce -28.8% | 1,977 | $658K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +213.6% | 1,944 | $647K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.8% | 1,937 | $644K |
| Natixis | 0.00% | Add +129.0% | 1,933 | $643K |
| Peak Financial Advisors LLC | 0.31% | Add +56.2% | 1,924 | $640K |
| Blair William & Co. | 0.00% | Reduce -81.1% | 1,922 | $640K |
| Choreo, LLC | 0.01% | Reduce -52.7% | 1,911 | $636K |
| Lanark Financial, Inc. | 0.05% | Reduce -8.5% | 1,904 | $633K |
| Advisors Asset Management, Inc. | 0.01% | Add +2.8% | 1,893 | $630K |
| Lido Advisors, LLC | 0.00% | Reduce -25.7% | 1,845 | $614K |
| Vise Technologies, Inc. | 0.02% | Reduce -13.3% | 1,838 | $611K |
| Retirement Planning Group, LLC | 0.02% | New | 1,820 | $605K |
| Jain Global LLC | 0.01% | Reduce -62.7% | 1,788 | $595K |
| Gibbs Wealth Management | 0.13% | Reduce -17.3% | 1,780 | $592K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.1% | 1,753 | $583K |
| Emerald Advisers, LLC | 0.02% | Reduce -12.7% | 1,746 | $581K |
| Boothbay Fund Management, LLC | 0.02% | New | 1,735 | $577K |
| Compton Financial Group, LLC | 0.14% | New | 1,731 | $576K |
| Strategic Financial Concepts, LLC | 0.08% | New | 1,731 | $576K |
| Farringdon Capital, Ltd. | 0.15% | Add +89.0% | 1,722 | $573K |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.4% | 1,706 | $568K |
| Sanchez Wealth Management Group | 0.12% | Add +0.1% | 1,691 | $562K |
| Prudential PLC | 0.00% | Reduce -77.0% | 1,681 | $559K |
| Sherbrooke Park Advisers LLC | 0.26% | Add +59.3% | 1,677 | $558K |
| Hamilton Capital Partners Inc. | 0.02% | Add +1.8% | 1,664 | $554K |
| Magnolia Private Wealth, LLC | 0.40% | Reduce -0.3% | 1,657 | $551K |
| Benjamin Edwards Inc. | 0.01% | Add +10.9% | 1,657 | $551K |
| Quadrant Capital Group LLC | 0.02% | No change | 1,640 | $546K |
| DGS Capital Management, LLC | 0.10% | Add +2.8% | 1,581 | $526K |
| Potentia Wealth | 0.20% | Add +0.1% | 1,579 | $525K |
| Applied Finance Capital Management, LLC | 0.04% | Reduce -16.6% | 1,573 | $523K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 1,572 | $523K |
| Wealth Alliance, LLC | 0.05% | Reduce -8.5% | 1,570 | $522K |
| Stephens Inc. | 0.01% | Reduce -7.4% | 1,570 | $522K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 1,569 | $522K |
| XML Financial, LLC | 0.04% | Reduce -21.4% | 1,569 | $522K |
| Wedmont Private Capital | 0.02% | Add +0.5% | 1,633 | $518K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,550 | $516K |
| Riverpoint Wealth Management Holdings, LLC | 0.11% | Add +0.1% | 1,545 | $514K |
| Moneco Advisors, LLC | 0.04% | Reduce -2.6% | 1,544 | $514K |
| Assetmark, Inc. | 0.00% | Add +4.9% | 1,537 | $511K |
| Quantitative Investment Management, LLC | 0.07% | New | 1,523 | $506K |
| Severin Investments, LLC | 0.45% | New | 1,510 | $502K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -11.7% | 1,498 | $498K |
| Nomura Holdings Inc. | 0.00% | Add +157.2% | 1,497 | $498K |
| Pettee Investors, Inc. | 0.27% | No change | 1,490 | $496K |
| Requisite Capital Management, LLC | 0.08% | New | 1,482 | $493K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 1,473 | $490K |
| Foresight Global Investors, Inc. | 0.29% | New | 1,459 | $485K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -0.6% | 1,452 | $483K |
| Advisor OS, LLC | 0.04% | Reduce -15.2% | 1,439 | $479K |
| Keybank National Association | 0.00% | Add +14.8% | 1,437 | $478K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | No change | 1,400 | $466K |
| UniSuper Management Pty Ltd | 0.00% | No change | 1,400 | $466K |
| Signaturefd, LLC | 0.01% | Reduce -3.0% | 1,398 | $465K |
| Spahn Wealth & Retirement LLC | 0.27% | No change | 1,386 | $461K |
| Legacy Financial Group LLC | 0.06% | No change | 1,381 | $459K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +77.7% | 1,365 | $454K |
| Optimize Financial Inc. | 0.23% | New | 1,356 | $451K |
| Gilbert & Cook, Inc. | 0.06% | Add +23.9% | 1,356 | $451K |
| Bridges Investment Management Inc. | 0.01% | Add +12.5% | 1,344 | $447K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -37.5% | 1,343 | $447K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.9% | 1,330 | $442K |
| Voleon Capital Management LP | 0.01% | Add +85.7% | 1,315 | $437K |
| AXA Investment Managers S.A. | 0.00% | — | 1,261 | $420K |
| Cynosure Group, LLC | 0.05% | No change | 1,257 | $418K |
| Aquatic Capital Management LLC | 0.01% | New | 1,255 | $418K |
| Brighton Jones LLC | 0.01% | Add +2.6% | 1,230 | $409K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -26.1% | 1,225 | $408K |
| RMR Wealth Builders | 0.03% | New | 1,214 | $404K |
| World Investment Advisors | 0.01% | Reduce -13.6% | 1,210 | $403K |
| RiverGlades Family Offices LLC | 0.24% | Add +9.1% | 1,200 | $399K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -0.6% | 1,200 | $399K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +4.7% | 1,190 | $396K |
| Transcend Capital Advisors, LLC | 0.03% | Add +8.0% | 1,189 | $396K |
| SFG Wealth Management, LLC. | 0.17% | No change | 1,186 | $395K |
| Old National Bancorp | 0.01% | Reduce -28.8% | 1,179 | $392K |
| Jump Financial, LLC | 0.01% | Reduce -64.4% | 1,174 | $391K |
| Lifestyle Asset Management, Inc. | 0.13% | Add +6.9% | 1,157 | $385K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,150 | $383K |
| Jones Financial Companies LLLP | 0.00% | Add +48.9% | 1,123 | $382K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -32.3% | 1,146 | $381K |
| WJ Wealth Management, LLC | 0.17% | Reduce -50.0% | 1,000 | $377K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 1,120 | $373K |
| denkapparat Operations GmbH | 0.24% | No change | 1,118 | $372K |
| CI Investments Inc. | 0.00% | Reduce -2.6% | 1,078 | $359K |
| Baader Bank Aktiengesellschaft | 0.03% | Reduce -5.9% | 1,076 | $358K |
| Impact Investors, Inc | 0.23% | Reduce -11.0% | 1,071 | $356K |
| Sciencast Management LP | 0.07% | New | 1,055 | $351K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -14.4% | 1,054 | $350K |
| Ballentine Partners, LLC | 0.00% | Add +1.1% | 1,049 | $349K |
| Forum Financial Management, LP | 0.00% | Add +0.3% | 1,019 | $339K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.16% | New | 1,000 | $333K |
| DE Burlo Group Inc. | 0.04% | No change | 1,000 | $333K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -19.1% | 997 | $332K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.3% | 976 | $325K |
| Fidelis Capital Partners, LLC | 0.03% | Add +8.1% | 970 | $323K |
| Norden Group LLC | 0.03% | Add +68.1% | 953 | $317K |
| Camden National Bank | 0.04% | Reduce -3.2% | 936 | $311K |
| One Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 936 | $311K |
| Portside Wealth Group, LLC | 0.04% | Reduce -1.5% | 932 | $310K |
| Mather Group, Llc. | 0.00% | No change | 916 | $305K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +25.3% | 915 | $304K |
| IFP Advisors, Inc | 0.01% | Add +25.7% | 904 | $301K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.0% | 901 | $300K |
| Two Sigma Advisers, LP | 0.00% | New | 900 | $299K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.9% | 885 | $294K |
| Tsfg, LLC | 0.05% | No change | 865 | $288K |
| Moran Wealth Management, LLC | 0.01% | Reduce -67.5% | 862 | $287K |
| Curi Capital, LLC | 0.01% | Reduce -0.1% | 857 | $285K |
| Spirepoint Private Client, LLC | 0.03% | New | 851 | $283K |
| Quent Capital, LLC | 0.02% | Add +0.1% | 844 | $281K |
| Vontobel Holding Ltd. | 0.00% | No change | 843 | $280K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 843 | $280K |
| Performance Wealth Partners, LLC | 0.01% | New | 839 | $279K |
| Huntington National Bank | 0.00% | Add +50.4% | 821 | $273K |
| IFG Advisory, LLC | 0.01% | No change | 810 | $270K |
| Ground Swell Capital, LLC | 0.59% | New | 809 | $269K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +1.3% | 808 | $269K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -71.8% | 806 | $268K |
| Net Worth Advisory Group | 0.08% | Reduce -3.4% | 805 | $268K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -0.3% | 802 | $267K |
| Cigna Investments Inc. | 0.04% | No change | 786 | $261K |
| Founders Financial Alliance, LLC | 0.05% | New | 783 | $260K |
| Tranquility Partners, LLC | 0.09% | Add +8.3% | 781 | $260K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 781 | $260K |
| World Equity Group, Inc. | 0.06% | Reduce -49.7% | 780 | $259K |
| Archer Investment Corp | 0.06% | No change | 779 | $259K |
| Malaga Cove Capital, LLC | 0.09% | New | 775 | $258K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 760 | $253K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 754 | $251K |
| Intrust Bank NA | 0.02% | No change | 747 | $249K |
| Waddell & Associates, LLC | 0.02% | No change | 746 | $248K |
| Marks Group Wealth Management, Inc | 0.02% | Add +13.2% | 737 | $245K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -86.5% | 735 | $245K |
| PUREfi Wealth, LLC | 0.19% | Add +4.7% | 732 | $244K |
| Advisory Services Network, LLC | 0.00% | Add +28.4% | 719 | $239K |
| Summit Financial, LLC | 0.00% | Add +4.2% | 717 | $239K |
| Stratos Investment Management, LLC | 0.01% | Add +4.2% | 715 | $238K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 714 | $238K |
| Berger Financial Group, Inc | 0.01% | Reduce -1.7% | 706 | $235K |
| WoodTrust Financial Corp | 0.03% | No change | 702 | $234K |
| One Day In July LLC | 0.02% | No change | 702 | $234K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.7% | 699 | $233K |
| Ieq Capital, LLC | 0.00% | Reduce -6.7% | 696 | $231K |
| Natural Investments, LLC | 0.06% | Reduce -0.1% | 694 | $230K |
| Global Retirement Partners, LLC | 0.01% | Reduce -11.2% | 684 | $227K |
| Checchi Capital Advisers, LLC | 0.02% | Add +1.9% | 682 | $227K |
| Boston Trust Walden Corp | 0.00% | No change | 680 | $226K |
| Jacobi Capital Management LLC | 0.01% | Add +2.0% | 677 | $225K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -20.0% | 675 | $225K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.6% | 670 | $223K |
| Krilogy Financial LLC | 0.01% | New | 595 | $223K |
| Ellevest, Inc. | 0.03% | Reduce -26.4% | 667 | $222K |
| Genesis Private Wealth, LLC | 0.09% | No change | 667 | $222K |
| AlphaQuest LLC | 0.01% | Reduce -0.1% | 667 | $222K |
| Birch Financial Group, LLC | 0.13% | Add +0.6% | 667 | $222K |
| United Community Bank | 0.07% | Add +16.7% | 665 | $221K |
| Drive Wealth Management, LLC | 0.05% | Add +2.3% | 665 | $221K |
| Mattson Financial Services, LLC | 0.05% | New | 658 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -29.2% | 654 | $218K |
| Quarry LP | 0.06% | New | 655 | $218K |
| Horizon Wealth Management, LLC | 0.03% | No change | 655 | $218K |
| WealthCare Investment Partners, LLC | 0.07% | No change | 678 | $215K |
| GC Wealth Management RIA, LLC | 0.01% | Add +8.1% | 643 | $214K |
| WP Advisors, LLC | 0.05% | No change | 642 | $214K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 636 | $212K |
| Calamos Wealth Management LLC | 0.01% | New | 628 | $209K |
| GeoWealth Management, LLC | 0.01% | Reduce -4.3% | 627 | $209K |
| GAMMA Investing LLC | 0.01% | Add +1.0% | 627 | $209K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +10.6% | 624 | $208K |
| Meadow Creek Wealth Advisors LLC | 0.14% | Reduce -0.8% | 620 | $207K |
| Seven Mile Advisory | 0.03% | New | 616 | $205K |
| Personal Cfo Solutions, LLC | 0.04% | Add +3.9% | 616 | $205K |
| Rehmann Capital Advisory Group | 0.01% | Add +2.7% | 614 | $204K |
| Goldstein Advisors, LLC | 0.02% | Add +2.0% | 605 | $201K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 600 | $200K |
| Colonial Trust Co / SC | 0.03% | Add +0.2% | 576 | $192K |
| FIL Ltd | 0.00% | Add +0.4% | 552 | $184K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.4% | 523 | $174K |
| CoreCap Advisors, LLC | 0.01% | Reduce -71.5% | 510 | $170K |
| Golden State Wealth Management, LLC | 0.02% | No change | 500 | $166K |
| Elgethun Capital Management | 0.03% | No change | 493 | $161K |
| WPG Advisers, LLC | 0.12% | Reduce -0.6% | 483 | $161K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -39.2% | 477 | $159K |
| LRI Investments, LLC | 0.01% | Reduce -24.9% | 449 | $149K |
| Penserra Capital Management LLC | 0.00% | Add +1.2% | 436 | $145K |
| Keystone Financial Group | 0.01% | New | 407 | $135K |
| Gables Capital Management Inc. | 0.06% | No change | 400 | $133K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 358 | $119K |
| Smartleaf Asset Management LLC | 0.01% | Add +143.7% | 346 | $118K |
| Covestor Ltd | 0.06% | Add +30.4% | 343 | $114K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Add +51.2% | 319 | $106K |
| Arlington Trust Co LLC | 0.02% | No change | 315 | $105K |
| Smallwood Wealth Investment Management, LLC | 0.05% | Reduce -1.3% | 312 | $104K |
| NBT Bank, N.A. | 0.01% | Add +12.5% | 333 | $98K |
| Graney & King, LLC | 0.07% | Add +105.0% | 285 | $95K |
| Blue Trust, Inc. | 0.00% | Reduce -80.4% | 270 | $90K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 265 | $88K |
| Fifth Third Bancorp | 0.00% | Reduce -38.3% | 264 | $88K |
| Compass Financial Services Inc | 0.04% | Add +0.4% | 246 | $82K |
| Quantbot Technologies LP | 0.00% | Reduce -92.5% | 242 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -90.3% | 235 | $78K |
| State of Wyoming | 0.01% | Reduce -82.1% | 226 | $75K |
| Leonteq Securities AG | 0.00% | Reduce -5.6% | 204 | $68K |
| Cetera Trust Company, N.A | 0.04% | Reduce -83.5% | 200 | $67K |
| First Horizon Corp. | 0.00% | — | 192 | $64K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 187 | $62K |
| Capital Analysts, LLC | 0.00% | Add +28.2% | 182 | $61K |
| Loomis Sayles & Co. L P | 0.00% | New | 183 | $61K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 181 | $60K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.1% | 187 | $59K |
| TruNorth Capital Management, LLC | 0.01% | New | 163 | $54K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -8.6% | 160 | $53K |
| Smithfield Trust Co | 0.00% | No change | 154 | $51K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -50.8% | 148 | $49K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.0% | 147 | $49K |
| Versant Capital Management, Inc | 0.01% | Reduce -39.8% | 147 | $49K |
| MCF Advisors LLC | 0.00% | No change | 138 | $46K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 135 | $45K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 120 | $40K |
| Neo Ivy Capital Management | 0.01% | Reduce -73.5% | 108 | $36K |
| Clark Wealth Partners | 0.02% | Reduce -28.6% | 100 | $36K |
| TCTC Holdings, LLC | 0.00% | No change | 104 | $35K |
| Westside Investment Management, Inc. | 0.01% | New | 100 | $34K |
| Boreal Capital Management LLC | 0.03% | No change | 100 | $33K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -4.0% | 97 | $32K |
| Ossiam | 0.00% | Reduce -63.9% | 95 | $32K |
| Maseco LLP | 0.00% | No change | 91 | $30K |
| Alpine Bank Wealth Management | 0.00% | Add +9.8% | 90 | $30K |
| Millstone Evans Group, LLC | 0.02% | Add +37.5% | 88 | $29K |
| Private Trust Co. NA | 0.00% | Reduce -16.4% | 87 | $29K |
| Eastern Bank | 0.00% | Add +72.0% | 86 | $29K |
| IAG Wealth Partners, LLC | 0.00% | No change | 84 | $28K |
| SJS Investment Consulting Inc. | 0.00% | Add +912.5% | 81 | $27K |
| 2UniFi Bank | 0.01% | Add +37.3% | 81 | $27K |
| Chung Wu Investment Group, LLC | 0.02% | New | 80 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 79 | $26K |
| Binnacle Investments Inc | 0.01% | Reduce -1.3% | 76 | $25K |
| Salomon & Ludwin, LLC | 0.00% | New | 74 | $23K |
| Osterweis Capital Management Inc. | 0.00% | No change | 70 | $23K |
| Hemington Wealth Management | 0.00% | Add +5.9% | 72 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 67 | $22K |
| Larson Financial Group LLC | 0.00% | Add +4.8% | 65 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 63 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 61 | $20K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 57 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -28.8% | 57 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 54 | $18K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +5000.0% | 51 | $17K |
| Tidemark, LLC | 0.00% | Reduce -40.5% | 50 | $17K |
| WealthCollab, LLC | 0.01% | No change | 50 | $17K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $16K |
| Simplex Trading, LLC | 0.00% | New | 50 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 48 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.9% | 47 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 47 | $16K |
| Bayforest Capital Ltd | 0.01% | Reduce -50.0% | 45 | $15K |
| Raiffeisen Bank International AG | 0.00% | Reduce -95.1% | 43 | $15K |
| Johnson Financial Group, Inc. | 0.00% | New | 44 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 40 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 42 | $14K |
| Harbour Investments, Inc. | 0.00% | Reduce -98.4% | 39 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 37 | $12K |
| SouthState Bank Corp | 0.00% | Reduce -2.8% | 35 | $12K |
| High Note Wealth, LLC | 0.00% | No change | 34 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +18.5% | 32 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 31 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +40.9% | 31 | $10K |
| Citizens National Bank Trust Department | 0.00% | No change | 31 | $10K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 31 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 30 | $10K |
| Asset Dedication, LLC | 0.00% | Add +76.5% | 30 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 30 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.7% | 28 | $9K |
| Strive Asset Management, LLC | 0.00% | New | 27 | $9K |
| Operose Advisors LLC | 0.00% | No change | 27 | $9K |
| Chilton Capital Management LLC | 0.00% | New | 26 | $9K |
| Concord Wealth Partners | 0.00% | No change | 24 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -80.5% | 24 | $8K |
| First United Bank & Trust | 0.00% | Add +187.5% | 23 | $8K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -26.7% | 22 | $7K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 19 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -99.4% | 21 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 19 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 19 | $6K |
| CNB Bank | 0.00% | No change | 19 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 19 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 17 | $6K |
| Palisade Asset Management, LLC | 0.00% | New | 18 | $6K |
| Group One Trading LLC | 0.00% | Reduce -73.4% | 17 | $6K |
| Sachetta, LLC | 0.00% | No change | 16 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 16 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 15 | $5K |
| Colonial Trust Advisors | 0.00% | New | 15 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 14 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 14 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 13 | $4K |
| Activest Wealth Management | 0.00% | No change | 12 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 12 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 12 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +140.0% | 12 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -8.3% | 11 | $4K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +900.0% | 10 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 12 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 9 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 8 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -55.6% | 8 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 7 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 7 | $2K |
| Kilter Group LLC | 0.00% | No change | 6 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 6 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 6 | $2K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 6 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 5 | $2K |
| Aspect Partners, LLC | 0.00% | New | 5 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $1K |
| Avion Wealth | 0.00% | Reduce -45.5% | 6 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +100.0% | 4 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $998 |
| Alerus Financial NA | 0.00% | Reduce -70.0% | 3 | $998 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $751 |
| Seneschal Advisors, LLC | 0.00% | New | 2 | $666 |
| Winnacle Wealth LLC | 0.00% | New | 2 | $666 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $666 |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.1% | 2 | $666 |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 2 | $665 |
| Pacer Advisors, Inc. | 0.00% | No change | 2 | $665 |
| Davis Capital Management | 0.00% | — | 1 | $333 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $333 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $333 |
| Roble, Belko & Company, Inc | 0.00% | No change | 1 | $0 |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1 | $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.