Lam ResearchLRCX

13F holders, Q3 2024 (September 30)
1,336holders −451
86new positions
529sold out
13famous investors
$805.49avg. 13F price*

At the end of Q3 2024, 1,336 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 451 from Q2 2024. 86 opened new positions and 529 sold out. The largest holders were BlackRock, Inc. ($10.3B), Vanguard Group Inc. ($9.9B) and State Street Corp. ($4.8B). 13 famous investors held it, including Jeremy Grantham (2.1% of GMO's portfolio), Ray Dalio (1.3% of Bridgewater Associates's portfolio) and Chase Coleman (1.2% of Tiger Global Management's portfolio).

Company
Lam Research Corp.
CUSIP
512807108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 1,726Q1 2024Q2 2024: 1,787Q2 2024Q3 2024: 1,336Q3 2024Q4 2024: 91Q4 2024Q1 2025: 46Q1 2025Q2 2025: 41Q2 2025Q3 2025: 36Q3 2025Q4 2025: 35Q4 2025Q1 2026: 33Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions86$287.7M
Exits529$13.1B

All 13F filers, Q2 2024 → Q3 2024: 5,686,034 shares bought and 19,449,516 shares sold, net −13,763,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,336 holders

BlackRock, Inc. 0.22% — 12,592,166 $10.3B
Vanguard Group Inc. 0.18% Add +1.0% 12,168,163 $9.9B
State Street Corp. 0.20% Add +1.6% 5,886,676 $4.8B
JPMorgan Chase & Co. 0.28% Reduce -2.4% 4,261,558 $3.5B
FMR LLC 0.18% Reduce -13.9% 3,534,505 $2.9B
Ameriprise Financial Inc. 0.69% Add +6.2% 3,288,189 $2.7B
Geode Capital Management, LLC 0.21% Add +2.1% 3,120,511 $2.5B
Morgan Stanley 0.12% Add +2.4% 2,104,188 $1.7B
Norges Bank 0.24% Add +14.3% 2,072,767 $1.7B
Fisher Asset Management 0.63% Add +0.6% 1,871,473 $1.5B
Invesco Ltd. 0.26% Reduce -10.6% 1,669,962 $1.4B
Northern Trust Corp. 0.18% Reduce -3.9% 1,359,837 $1.1B
Bank of America Corp. 0.09% Reduce -2.7% 1,261,321 $1.0B
Bank of New York Mellon Corp 0.19% Reduce -0.1% 1,227,300 $1.0B
Nuveen Asset Management, LLC 0.28% Reduce -5.2% 1,220,789 $996.8M
Goldman Sachs Group Inc. 0.19% Add +11.3% 1,215,944 $992.3M
Legal & General Group Plc 0.23% Add +9.3% 1,069,372 $872.7M
Massachusetts Financial Services Co. 0.24% Reduce -22.0% 978,775 $798.8M
Sands Capital Management, LLC 2.04% Reduce -28.3% 824,114 $672.5M
Charles Schwab Investment Management Inc. 0.13% Add +1.3% 822,599 $671.3M
GMO 2.07% Add +5.5% 809,799 $660.9M
UBS Group AG 0.17% Add +23.4% 756,398 $617.3M
Pictet Asset Management Holding SA 0.64% Add +79.3% 708,969 $578.6M
Barclays PLC 0.24% Reduce -16.2% 662,850 $540.9M
Dimensional Fund Advisors LP 0.13% Add +5.0% 644,983 $526.4M
Arrowstreet Capital, Limited Partnership 0.44% Add +6.8% 632,259 $516.0M
Wells Fargo & Company 0.12% Reduce -5.0% 624,205 $509.4M
First Trust Advisors LP 0.47% Add +33.9% 605,535 $494.2M
Citigroup Inc. 0.44% Add +17.6% 575,059 $469.3M
Qube Research & Technologies Ltd 0.80% Add +57.3% 533,541 $435.4M
Royal Bank of Canada 0.10% Add +4.3% 532,423 $434.5M
Rafferty Asset Management, LLC 1.36% Add +27.1% 485,860 $396.5M
Nordea Investment Management AB 0.42% Reduce -1.8% 447,575 $366.3M
Alkeon Capital Management LLC 1.98% Add +12.7% 442,967 $361.5M
Coatue Management 1.23% Reduce -11.5% 404,637 $330.2M
Deutsche Bank AG 0.13% Reduce -28.4% 395,727 $322.9M
Swiss National Bank 0.21% Reduce -0.0% 388,100 $316.7M
Schroder Investment Management Group 0.31% Add +28.4% 370,207 $302.1M
Tiger Global Management 1.23% No change 353,183 $288.2M
Two Sigma Advisers, LP 0.65% Add +215.4% 341,900 $279.0M
Sumitomo Mitsui Trust Group, Inc. 0.19% Add +9.0% 340,855 $278.2M
PNC Financial Services Group, Inc. 0.16% Reduce -0.1% 312,436 $255.0M
William Blair Investment Management, LLC 0.62% Add +4.3% 309,482 $252.6M
Alliancebernstein L.P. 0.08% Reduce -9.7% 283,816 $231.6M
Bridgewater Associates 1.28% Add +315.0% 276,052 $225.3M
Oaktop Capital Management Ii, L.P. 23.97% No change 269,146 $219.6M
Two Sigma Investments, LP 0.50% Add +29.8% 262,103 $213.9M
Rhumbline Advisers 0.19% Reduce -1.8% 260,120 $212.3M
Bank of Montreal 0.10% Add +6.6% 253,965 $210.1M
Principal Financial Group Inc. 0.11% Reduce -1.5% 250,105 $204.1M
Cincinnati Insurance Co. 3.41% No change 249,211 $203.4M
Jennison Associates LLC 0.12% Add +20.0% 238,275 $194.5M
Panagora Asset Management Inc. 0.91% Add +33.0% 233,561 $190.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.20% Add +4.7% 230,958 $188.5M
California Public Employees Retirement System 0.13% Reduce -4.4% 229,432 $187.2M
Mackenzie Financial Corp. 0.26% Reduce -21.3% 227,339 $185.5M
Millennium Management 0.16% Add +3.8% 218,585 $178.4M
Worldquant Millennium Advisors LLC 1.29% Add +52.0% 215,420 $175.8M
California State Teachers Retirement System 0.20% Reduce -0.5% 212,572 $173.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -81.2% 209,374 $170.9M
Macquarie Group Ltd. 0.18% Reduce -40.8% 204,162 $166.6M
Man Group plc 0.48% Reduce -15.7% 198,374 $161.9M
Swedbank AB 0.20% Reduce -0.4% 193,159 $157.6M
Agf Management Ltd. 0.79% Add +85.3% 190,272 $155.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.38% Add +32.0% 189,071 $154.3M
Bank Julius Baer & Co. Ltd, Zurich 0.52% Reduce -1.5% 168,622 $154.1M
Neuberger Berman Group LLC 0.12% Add +10.1% 186,232 $152.0M
Corient Private Wealth LP 0.23% Reduce -8.8% 180,053 $146.9M
National Bank of Canada 0.19% Add +33.9% 179,343 $146.4M
Heard Capital LLC 7.91% Add +65.3% 172,913 $141.1M
ProShare Advisors LLC 0.34% Add +5.5% 172,262 $140.6M
Epoch Investment Partners, Inc. 0.61% Add +0.9% 166,184 $135.6M
Russell Investments Group, Ltd. 0.20% Add +7.6% 165,843 $135.5M
Canada Pension Plan Investment Board 0.13% Reduce -61.1% 163,245 $133.2M
Prudential Financial Inc. 0.19% Reduce -16.9% 161,971 $132.2M
New York State Common Retirement Fund 0.18% Reduce -7.3% 161,881 $132.1M
DNB Asset Management AS 0.60% Add +287.7% 161,696 $132.0M
Allianz Asset Management GmbH 0.20% Add +10.7% 375,490 $128.2M
Sei Investments Co. 0.16% Add +3.4% 151,551 $123.7M
Aberdeen Group plc 0.21% Add +0.0% 140,475 $114.4M
Adage Capital Partners Gp, L.L.C. 0.20% Reduce -5.1% 139,056 $113.5M
Victory Capital Management Inc. 0.11% Reduce -21.9% 137,673 $112.4M
KBC Group NV 0.34% Reduce -20.9% 136,467 $111.4M
Natixis 0.65% Add +22.2% 131,158 $107.0M
CANADA LIFE ASSURANCE Co 0.19% Add +5.3% 129,995 $106.2M
State Board of Administration of Florida Retirement System 0.20% Reduce -2.3% 129,865 $106.0M
Mirae Asset Global Investments Co., Ltd. 0.46% Add +20.1% 126,261 $104.4M
Citadel Advisors 0.11% Add +70.6% 124,403 $101.5M
Manufacturers Life Insurance Company, The 0.09% Add +5.0% 124,341 $101.5M
Voya Investment Management LLC 0.12% Reduce -50.8% 123,346 $100.7M
Voloridge Investment Management, LLC 0.36% New 121,296 $99.0M
Vontobel Holding Ltd. 0.32% Add +38.4% 120,736 $98.5M
Korea Investment CORP 0.23% Reduce -4.1% 119,873 $97.8M
Erste Asset Management GmbH 1.16% Add +2.9% 117,234 $96.5M
AQR Capital Management 0.13% Reduce -43.1% 118,064 $96.3M
FIL Ltd 0.08% Add +152.6% 114,117 $93.1M
HM Payson & Co. 1.55% Add +7.1% 110,728 $90.4M
New York State Teachers Retirement System 0.19% Reduce -4.4% 110,130 $89.9M
American Century Companies Inc. 0.05% Add +10.3% 109,492 $89.4M
Homestead Advisers Corp 2.11% Reduce -0.1% 108,900 $88.9M
Robeco Institutional Asset Management B.V. 0.17% Reduce -2.5% 107,196 $87.5M
Los Angeles Capital Management LLC 0.34% Reduce -8.9% 103,715 $84.6M
LPL Financial LLC 0.04% Add +11.1% 101,600 $82.9M
Danske Bank A/S 0.27% Add +29.5% 100,649 $82.1M
Marex Group Ltd 1.87% Add +92.0% 100,268 $81.8M
Appaloosa 1.22% Reduce -8.3% 100,000 $81.6M
Acadian Asset Management LLC 0.25% Add +2.6% 99,217 $80.9M
Caisse de depot et placement du Quebec 0.16% Add +89.8% 98,045 $80.0M
Jacobs Levy Equity Management, Inc. 0.30% New 96,288 $78.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.18% Reduce -0.2% 106,649 $78.4M
NZS Capital, LLC 3.02% Add +10.5% 94,949 $77.5M
Storebrand Asset Management As 0.24% Add +10.3% 94,199 $76.9M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -8.7% 92,558 $75.5M
Mariner, LLC 0.13% Add +0.2% 92,522 $75.5M
Squarepoint Ops LLC 0.24% Add +142.6% 88,966 $72.6M
Guggenheim Capital LLC 0.52% Reduce -6.7% 88,965 $72.6M
Aviva PLC 0.19% Add +2.4% 87,868 $71.7M
Eventide Asset Management, LLC 1.23% Reduce -13.3% 87,545 $71.4M
Capital Fund Management S.A. 0.79% Add +27.9% 86,727 $70.8M
Associated Banc-Corp 2.04% Reduce -1.0% 84,879 $69.3M
State of Wisconsin Investment Board 0.17% Reduce -19.1% 82,473 $67.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% Reduce -20.6% 79,807 $65.1M
Fort Pitt Capital Group, LLC 1.79% Add +18.7% 77,957 $63.6M
Raymond James & Associates 0.04% Reduce -7.4% 75,321 $61.5M
Boston Partners 0.07% Reduce -67.1% 75,000 $61.1M
Pinnacle Associates Ltd. 1.04% Add +12.3% 77,943 $61.0M
Wedge Capital Management L L P 1.03% Add +12.8% 73,408 $59.9M
Bessemer Group Inc. 0.10% Reduce -29.9% 73,157 $59.7M
Parnassus Investments, LLC 0.11% Reduce -1.7% 66,264 $54.1M
Pinebridge Investments, L.P. 0.40% Reduce -11.5% 65,535 $53.5M
Royal London Asset Management Ltd. 0.13% Add +3.0% 65,282 $53.3M
Twin Tree Management, LP 1.23% Add +1572.1% 64,712 $52.8M
ING Groep NV 0.30% Reduce -40.8% 64,104 $52.3M
Stifel Financial Corp. 0.05% Reduce -8.3% 63,960 $52.2M
Lord, Abbett & Co. LLC 0.17% Reduce -63.5% 63,461 $51.8M
Skandinaviska Enskilda Banken AB (publ) 0.24% Reduce -48.4% 62,705 $51.2M
DekaBank Deutsche Girozentrale 0.09% Reduce -8.7% 61,804 $51.0M
Treasurer of the State of North Carolina 0.20% Reduce -5.9% 62,217 $50.8M
STRS Ohio 0.19% Add +5.6% 61,587 $50.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +6.4% 56,127 $45.8M
Castleark Management LLC 1.86% Reduce -1.4% 55,979 $45.7M
Handelsbanken Fonder AB 0.18% Add +1.4% 55,776 $45.5M
Bank of Nova Scotia 0.09% Add +1.6% 55,656 $45.4M
CI Investments Inc. 0.17% Add +16.2% 55,556 $45.3M
Woodline Partners LP 0.38% Add +72.3% 55,484 $45.3M
Crosslink Capital Inc. 6.04% Reduce -0.7% 55,158 $45.0M
Asset Management One Co., Ltd. 0.16% Reduce -12.3% 54,080 $44.1M
HSBC Holdings PLC 0.03% Reduce -89.4% 53,512 $43.7M
Flputnam Investment Management Co. 0.77% Add +8.4% 62,754 $43.0M
Jane Street Group, LLC 0.07% Reduce -23.7% 51,381 $41.9M
Baird Financial Group, Inc. 0.08% Add +24.4% 51,177 $41.8M
Mn Services Vermogensbeheer B.V. 0.29% Reduce -2.1% 50,984 $41.6M
State of Tennessee, Department of Treasury 0.15% Add +9.0% 50,662 $41.3M
Value Aligned Research Advisors, LLC 10.73% Reduce -7.6% 50,614 $41.3M
Teacher Retirement System of Texas 0.20% Reduce -0.1% 50,400 $41.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +1.9% 50,006 $40.8M
Public Sector Pension Investment Board 0.21% Add +875.8% 48,690 $39.7M
ARS Investment Partners, LLC 3.56% Add +0.6% 48,657 $39.7M
Clearbridge Investments, LLC 0.03% Reduce -72.1% 48,587 $39.7M
State of New Jersey Common Pension Fund D 0.16% Add +0.2% 48,071 $39.2M
Nissay Asset Management Corp. /Japan 0.25% Reduce -40.3% 48,007 $39.2M
Creative Planning 0.04% Add +2.5% 47,377 $38.7M
Susquehanna International Group, LLP 0.07% Reduce -35.5% 46,671 $38.1M
State Farm Mutual Automobile Insurance Co. 0.03% No change 45,536 $37.2M
UniSuper Management Pty Ltd 0.28% Add +13.3% 44,788 $36.6M
Corebridge Financial, Inc. 0.19% Reduce -3.2% 44,107 $36.0M
Resona Asset Management Co.,Ltd. 0.21% Reduce -3.1% 43,960 $35.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.43% Add +1.7% 43,859 $35.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Reduce -16.8% 43,579 $35.6M
US Bancorp \de 0.04% Reduce -3.8% 42,643 $34.8M
Commonwealth Equity Services, LLC 0.05% Add +8.4% 42,489 $34.7M
Liontrust Investment Partners LLP 0.49% No change 32,500 $34.6M
Truist Financial Corp. 0.05% Reduce -6.9% 42,004 $34.3M
NewEdge Wealth, LLC 0.61% Add +9.1% 41,661 $34.0M
Federated Hermes, Inc. 0.07% Reduce -5.5% 41,593 $33.9M
Raymond James Financial Services Advisors, Inc. 0.04% Add +14.4% 41,242 $33.7M
CIBC Asset Management Inc 0.11% Add +5.3% 40,423 $33.0M
MetLife Investment Management, LLC 0.19% Reduce -2.6% 39,858 $32.5M
Renaissance Group LLC 1.33% Add +2.2% 39,546 $32.3M
Guinness Asset Management LTD 0.61% Reduce -11.9% 39,207 $32.0M
BI Asset Management Fondsmaeglerselskab A/S 0.55% Reduce -10.9% 38,673 $31.6M
Rockefeller Capital Management L.P. 0.08% Add +29.2% 38,140 $31.1M
State of Michigan Retirement System 0.15% Reduce -0.8% 38,080 $31.1M
Cerity Partners LLC 0.07% Add +1.6% 37,551 $30.6M
Arizona State Retirement System 0.19% Reduce -1.5% 37,439 $30.6M
Tidal Investments LLC 0.34% Add +409.6% 37,420 $30.5M
Glenmede Trust Co. NA 0.14% Reduce -4.8% 36,844 $30.1M
Harbor Island Capital LLC 13.93% Reduce -4.5% 36,090 $29.5M
Neville Rodie & Shaw Inc. 2.13% Reduce -2.3% 35,443 $28.9M
Swiss Life Asset Management Ltd 0.31% Reduce -0.1% 33,888 $27.6M
Calamos Advisors LLC 0.19% Reduce -9.6% 33,199 $27.1M
Braun Stacey Associates Inc. 1.01% Reduce -9.9% 32,630 $26.6M
Adams Diversified Equity Fund, Inc. 0.97% Reduce -14.1% 32,200 $26.3M
Comerica Bank 0.10% Reduce -8.0% 31,781 $25.9M
Xponance LLC 0.25% Reduce -1.1% 31,718 $25.9M
Assetmark, Inc. 0.07% Add +6.4% 31,432 $25.7M
Lazard Asset Management LLC 0.04% Reduce -23.0% 31,318 $25.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% Reduce -9.6% 31,079 $25.4M
TCW Group Inc. 0.22% Reduce -15.3% 30,619 $25.0M
USS Investment Management Ltd 0.18% Reduce -6.8% 30,012 $24.5M
Renaissance Technologies 0.04% Reduce -34.8% 29,557 $24.1M
McGuire Investment Group, LLC 3.38% Reduce -1.8% 29,451 $24.0M
Amalgamated Bank 0.19% Add +2.6% 28,843 $23.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% — 28,626 $23.4M
Retirement Systems of Alabama 0.09% Reduce -0.8% 28,613 $23.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -1.2% 28,382 $23.2M
Huntington National Bank 0.22% Add +2.8% 28,235 $23.0M
NorthCoast Asset Management LLC 0.16% Reduce -1.8% 30,277 $23.0M
Maverick Capital 0.44% Reduce -1.0% 27,733 $22.6M
Cincinnati Financial Corp. 0.49% No change 27,724 $22.6M
Artemis Investment Management LLP 0.34% Reduce -1.6% 27,455 $22.4M
Focus Partners Wealth 0.07% Reduce -74.2% 27,336 $22.3M
IFM Investors Pty Ltd 0.21% Reduce -0.7% 27,065 $22.1M
Lido Advisors, LLC 0.16% Add +47.0% 26,663 $21.8M
Czech National Bank 0.22% Add +6.6% 26,559 $21.7M
Wealth Architects, LLC 2.45% Reduce -12.3% 26,540 $21.7M
Pathstone Holdings, LLC 0.10% Reduce -2.5% 26,319 $21.5M
Thrivent Financial for Lutherans 0.04% Reduce -27.1% 25,977 $21.2M
Badgley Phelps Wealth Managers, LLC 0.49% Reduce -23.1% 25,787 $21.1M
Achmea Investment Management B.V. 0.35% Add +25.6% 25,688 $21.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +23.1% 25,397 $20.7M
M&G PLC 0.13% Add +21.9% 24,662 $20.1M
Pacer Advisors, Inc. 0.04% Add +9.2% 24,366 $19.9M
Nippon Life Global Investors Americas, Inc. 0.85% Reduce -3.8% 24,160 $19.8M
Wellington Management Group LLP 0.00% Reduce -9.0% 24,124 $19.7M
Foster Victor Wealth Advisors, LLC 1.55% Add +994.1% 232,901 $19.3M
PGGM Investments 0.24% Add +2.4% 22,621 $18.5M
Schonfeld Strategic Advisors LLC 0.15% Reduce -27.4% 22,299 $18.2M
Arvest Bank Trust Division 1.04% — 22,186 $18.1M
Balyasny Asset Management L.P. 0.05% Add +2939.5% 21,945 $17.9M
Utah Retirement Systems 0.20% Add +0.5% 21,587 $17.6M
Aquatic Capital Management LLC 0.45% New 21,240 $17.3M
Engineers Gate Manager LP 0.34% Add +375.5% 21,182 $17.3M
Moneta Group Investment Advisors LLC 0.25% Add +867.9% 210,747 $17.2M
Osaic Holdings, Inc. 0.04% Reduce -6.6% 20,763 $17.0M
Cibc World Markets Corp. 0.12% Reduce -22.0% 20,578 $16.8M
Generate Investment Management Ltd 1.10% Add +62.8% 20,182 $16.5M
Baker Avenue Asset Management, LP 0.52% Reduce -2.0% 20,168 $16.5M
Mutual of America Capital Management LLC 0.17% Reduce -3.5% 19,707 $16.1M
New York Life Investment Management LLC 0.15% Reduce -2.7% 19,411 $15.8M
Allspring Global Investments Holdings, LLC 0.02% Add +39.6% 19,338 $15.8M
State of Alaska, Department of Revenue 0.17% Reduce -16.0% 19,267 $15.7M
Banco Santander, S.A. 0.18% Reduce -12.3% 19,175 $15.7M
Profund Advisors LLC 0.59% Reduce -10.4% 19,132 $15.6M
Hosking Partners LLP 0.59% Reduce -16.0% 18,905 $15.4M
Gradient Investments LLC 0.31% Reduce -12.4% 18,482 $15.1M
Sustainable Insight Capital Management, LLC 6.76% Add +29.9% 18,265 $14.9M
Public Employees Retirement Association of Colorado 0.06% Reduce -0.1% 18,155 $14.8M
Yousif Capital Management, LLC 0.16% Reduce -1.0% 17,789 $14.5M
Gotham Asset Management 0.15% Add +66.2% 17,743 $14.5M
Burney Co./ 0.51% Reduce -3.2% 17,710 $14.5M
Advisory Services Network, LLC 0.30% No change 13,559 $14.4M
First Merchants Corp. 0.55% Reduce -0.2% 17,577 $14.3M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -35.6% 17,559 $14.3M
Ethic Inc. 0.36% Reduce -4.4% 14,586 $14.2M
Fifth Third Bancorp 0.05% Add +4.9% 17,276 $14.1M
Louisiana State Employees Retirement System 0.26% Reduce -3.4% 17,200 $14.0M
Alberta Investment Management Corp 0.13% Reduce -31.3% 17,145 $14.0M
SpiderRock Advisors, LLC 0.30% Add +43.6% 17,142 $14.0M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.40% Reduce -14.0% 17,082 $13.9M
Holocene Advisors, LP 0.06% Reduce -6.5% 16,785 $13.7M
J.P. Marvel Investment Advisors, LLC 2.23% Reduce -0.1% 16,775 $13.7M
Linscomb Wealth, Inc. 0.68% Reduce -2.2% 16,736 $13.7M
Shelton Capital Management 0.35% Reduce -8.0% 16,709 $13.6M
Nemes Rush Group LLC 1.90% Reduce -0.6% 13,462 $13.1M
Federation des caisses Desjardins du Quebec 0.06% Reduce -4.2% 15,798 $12.9M
Vanguard Personalized Indexing Management, LLC 0.21% Add +5.5% 15,614 $12.7M
BTC Capital Management, Inc. 1.13% Add +5.3% 15,519 $12.7M
Ieq Capital, LLC 0.15% Add +5.5% 15,453 $12.6M
Eldred Rock Partners, LLC 4.20% Add +4.3% 15,370 $12.6M
King Luther Capital Management Corp. 0.05% Add +17.9% 15,345 $12.5M
Leuthold Group, LLC 1.39% Reduce -25.3% 15,313 $12.5M
Covington Investment Advisors Inc. 1.88% Add +1.5% 15,311 $12.5M
Prudential PLC 0.06% Add +11.8% 14,985 $12.2M
ExodusPoint Capital Management, LP 0.12% Add +138.8% 14,775 $12.1M
Illinois Municipal Retirement Fund 0.17% No change 14,671 $12.0M
Trexquant Investment LP 0.15% Add +44.8% 14,624 $11.9M
iA Global Asset Management Inc. 0.21% Reduce -7.1% 14,376 $11.7M
Sanctuary Advisors, LLC 0.07% Add +838.7% 159,913 $11.6M
B. Metzler seel. Sohn & Co. Holding AG 0.11% — 13,998 $11.4M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -5.0% 13,998 $11.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +2.0% 13,698 $11.2M
Empowered Funds, LLC 0.18% Reduce -1.0% 13,675 $11.2M
Means Investment Co., Inc. 1.22% Add +1.8% 13,431 $11.0M
Benjamin Edwards Inc. 0.16% Add +4085.9% 13,395 $10.9M
Investment Management Corp of Ontario 0.23% Add +11.2% 12,879 $10.5M
Unigestion Holding SA 0.51% Add +1137.5% 12,858 $10.5M
Cullen/Frost Bankers, Inc. 0.14% Reduce -41.5% 12,820 $10.5M
Wealthfront Advisers LLC 0.03% Reduce -5.4% 12,764 $10.4M
Baker Ellis Asset Management LLC 1.46% Reduce -2.6% 12,673 $10.3M
Elo Mutual Pension Insurance Co 0.22% Add +3.4% 12,435 $10.1M
Sierra Summit Advisors LLC 2.29% New 12,196 $10.0M
Fuller & Thaler Asset Management, Inc. 0.04% Add +29.1% 12,030 $9.8M
Capital International Investors 0.00% No change 12,014 $9.8M
Vinva Investment Management Ltd 0.41% Add +25.3% 11,820 $9.8M
Banque Pictet & Cie SA 0.10% Add +2.2% 11,946 $9.7M
NEOS Investment Management LLC 0.29% Add +19.1% 11,943 $9.7M
Kestra Advisory Services, LLC 0.05% Reduce -9.9% 11,688 $9.5M
Pine Valley Investments Ltd Liability Co 0.65% Add +48.3% 11,464 $9.4M
Crossmark Global Holdings, Inc. 0.17% Reduce -22.8% 11,336 $9.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.26% No change 11,300 $9.2M
Oregon Public Employees Retirement Fund 0.17% Reduce -0.0% 11,245 $9.2M
Financial Counselors Inc. 0.13% Add +6.5% 11,142 $9.1M
Quantinno Capital Management LP 0.12% Add +39.5% 11,137 $9.1M
Gateway Investment Advisers LLC 0.10% Reduce -1.2% 10,918 $8.9M
Winmill & Co. Inc. 2.99% No change 10,900 $8.9M
Summit Street Capital Management, LLC 3.17% No change 10,889 $8.9M
Aviance Capital Partners, LLC 1.15% Add +8.8% 10,711 $8.7M
M&T Bank Corp 0.03% Reduce -18.2% 10,705 $8.7M
Graham Capital Management, L.P. 0.46% Add +4.5% 10,582 $8.6M
Synergy Asset Management, LLC 1.30% New 10,460 $8.5M
Point72 Europe (London) LLP 0.71% New 10,300 $8.4M
Raymond James Trust N.A. 0.18% Add +2.1% 10,102 $8.2M
Marco Investment Management LLC 0.71% Reduce -0.1% 10,042 $8.2M
Viking Fund Management LLC 1.33% Add +150.0% 10,000 $8.2M
Jackson Wealth Management, LLC 0.97% Add +65.1% 9,974 $8.1M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -6.0% 9,917 $8.1M
Texas Capital Bank Wealth Management Services Inc 0.80% Add +2.6% 9,911 $8.1M
Cresset Asset Management, LLC 0.03% Add +1.7% 9,765 $8.0M
Fiduciary Trust Co 0.11% Add +5.6% 9,786 $8.0M
Seizert Capital Partners, LLC 0.36% Add +42.0% 9,647 $7.9M
Contravisory Investment Management, Inc. 1.68% Reduce -1.7% 9,638 $7.9M
Laffer Tengler Investments, Inc. 1.89% Add +1.8% 9,474 $7.7M
Groupama Asset Managment 0.20% Add +7.8% 24,921 $7.7M
Central Bank & Trust Co. 1.04% Reduce -0.2% 9,206 $7.5M
Cornerstone Advisors, LLC 0.30% Add +29.6% 9,200 $7.5M
Kentucky Retirement Systems 0.22% Reduce -7.8% 9,083 $7.4M
Headlands Technologies LLC 0.85% New 9,033 $7.4M
Westpac Banking Corp. 0.49% Add +8.0% 8,950 $7.3M
Glenview Trust Co 0.14% Add +16.6% 8,929 $7.3M
Financial Partners Group, LLC 2.69% No change 8,790 $7.2M
Sienna Gestion 0.47% Add +36.9% 8,747 $7.1M
Modera Wealth Management, LLC 0.09% Reduce -7.9% 8,687 $7.1M
Daiichi Life Insurance Co., Ltd. 0.18% Reduce -25.8% 8,661 $7.1M
Cullinan Associates Inc. 0.40% Add +900.0% 97,000 $7.0M
Tritonpoint Wealth, LLC 0.63% Add +4.7% 8,367 $6.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.74% Add +18.1% 8,493 $6.9M
Mizuho Securities USA LLC 0.15% Reduce -16.2% 8,454 $6.9M
Heron Bay Capital Management 1.45% Reduce -8.4% 8,430 $6.9M
Longbow Finance SA 0.73% New 8,422 $6.9M
Bailard, Inc. 0.18% Add +0.3% 8,412 $6.9M
Marlowe Partners LP 26.17% Add +7.7% 8,373 $6.8M
Verition Fund Management LLC 0.05% Add +1.4% 8,355 $6.8M
Savoie Capital LLC 0.83% Add +12.2% 8,280 $6.8M
Insight Wealth Strategies, LLC 0.89% Add +3.2% 8,270 $6.7M
Hartford Investment Management Co. 0.22% Reduce -2.1% 8,200 $6.7M
First Citizens Bank & Trust Co. 0.14% Reduce -34.8% 8,050 $6.6M
Mission Wealth Management, LP 0.16% Add +0.6% 8,024 $6.5M
Sitrin Capital Management LLC 3.26% Add +7.3% 7,997 $6.5M
Rench Wealth Management, Inc. 2.22% Add +3.1% 7,922 $6.5M
Fred Alger Management, LLC 0.03% Add +23.1% 7,895 $6.4M
Kwmg, LLC 0.64% Reduce -1.0% 7,816 $6.4M
Coldstream Capital Management Inc. 0.14% Add +27.5% 9,622 $6.4M
Turtle Creek Wealth Advisors, LLC 1.27% Add +1.9% 7,788 $6.4M
Commerce Bank 0.04% Reduce -0.5% 7,761 $6.3M
Naples Global Advisors, LLC 0.58% Add +2.2% 7,588 $6.2M
Townsquare Capital LLC 0.07% Add +20.9% 7,591 $6.2M
Atalanta Sosnoff Capital, LLC 0.13% Reduce -79.7% 7,546 $6.2M
Institute for Wealth Management, LLC. 0.77% Reduce -0.3% 7,499 $6.1M
Guinness Atkinson Asset Management Inc 2.98% Reduce -10.2% 7,495 $6.1M
Banque Cantonale Vaudoise 0.25% Reduce -12.6% 7,450 $6.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +12.1% 7,384 $6.0M
OMERS ADMINISTRATION Corp 0.06% Reduce -22.9% 7,384 $6.0M
River Wealth Advisors LLC 0.80% Reduce -23.7% 7,361 $6.0M
MML Investors Services, LLC 0.02% Reduce -10.7% 7,356 $6.0M
Optiver Holding B.V. 0.15% Add +41.9% 7,335 $6.0M
Northwest Bancshares, Inc. 1.01% Reduce -8.9% 7,294 $6.0M
Harvest Fund Management Co., Ltd 0.35% Reduce -55.4% 7,282 $5.9M
Securian Asset Management, Inc. 0.17% Reduce -4.8% 7,257 $5.9M
Summit Global Investments 0.38% Add +60.2% 7,208 $5.9M
United Capital Financial Advisors, LLC 0.05% Reduce -1.9% 7,189 $5.9M
Nomura Holdings Inc. 0.04% Add +297.6% 7,189 $5.9M
Toronto Dominion Bank 0.01% Reduce -36.0% 71,598 $5.8M
Jefferies Financial Group Inc. 0.10% Add +35.0% 7,117 $5.8M
Occudo Quantitative Strategies LP 1.04% Add +612.7% 6,963 $5.7M
Blair William & Co. 0.02% Add +20.4% 6,932 $5.7M
Johnson Financial Group, Inc. 0.26% Add +3.8% 6,851 $5.6M
D.A. Davidson & Co. 0.05% Reduce -1.6% 6,846 $5.6M
Conning Inc. 0.19% Add +26.4% 6,793 $5.5M
Beacon Pointe Advisors, LLC 0.06% Reduce -2.4% 6,735 $5.5M
Marshall & Sullivan Inc. 2.59% Reduce -4.0% 6,603 $5.4M
Integrated Advisors Network LLC 0.26% Add +413.0% 6,582 $5.4M
Pittenger & Anderson Inc. 0.20% Add +0.7% 6,568 $5.4M
Norinchukin Bank, The 0.13% Add +15.6% 6,560 $5.4M
Amica Mutual Insurance Co. 0.52% Reduce -11.7% 6,546 $5.3M
New Mexico Educational Retirement Board 0.18% Reduce -3.0% 6,393 $5.2M
Private Advisor Group, LLC 0.03% Add +8.1% 6,374 $5.2M
Benson Investment Management Company, Inc. 2.05% New 6,350 $5.2M
NJ State Employees Deferred Compensation Plan 0.61% No change 6,325 $5.2M
Abn Amro Investment Solutions 0.09% Add +0.4% 6,297 $5.1M
AMF Tjanstepension AB 0.04% No change 6,216 $5.1M
Whittier Trust Co. 0.07% Add +1.0% 6,176 $5.0M
Soltis Investment Advisors LLC 0.49% Add +0.1% 6,170 $5.0M
Shell Asset Management Co. 0.22% — 6,122 $5.0M
MAI Capital Management 0.05% Reduce -33.4% 6,101 $5.0M
Global X Japan Co., Ltd. 0.63% Add +7.7% 6,076 $5.0M
Fort Sheridan Advisors LLC 0.75% Add +0.3% 6,068 $5.0M
Impact Asset Management GmbH 1.89% — 6,025 $4.9M
Artemis Wealth Advisors, LLC 0.77% Add +20.0% 6,000 $4.9M
PKO Investment Management Joint-Stock Co 0.60% Add +172.7% 6,000 $4.9M
Two Sigma Securities, LLC 0.39% Reduce -61.4% 5,999 $4.9M
Metis Global Partners, LLC 0.15% Add +0.3% 5,998 $4.9M
Natixis Advisors, LLC 0.01% Reduce -21.1% 59,861 $4.9M
NewEdge Advisors, LLC 0.03% Reduce -20.4% 5,917 $4.8M
Parallax Volatility Advisers, L.P. 0.15% Add +93.6% 5,908 $4.8M
Foundations Investment Advisors, LLC 0.10% Add +5.6% 5,882 $4.8M
Horizon Investment Services, LLC 2.03% Reduce -33.4% 5,828 $4.8M
Motley Fool Asset Management LLC 0.28% Add +5.6% 5,965 $4.8M
NorthCrest Asset Manangement, LLC 0.14% Add +41.3% 5,824 $4.8M
Tower Research Capital LLC (TRC) 0.12% Reduce -67.5% 5,785 $4.7M
Van Hulzen Asset Management, LLC 0.34% Add +2.7% 5,760 $4.7M
Norden Group LLC 0.55% Add +36.2% 5,714 $4.7M
Matthews International Capital Management LLC 0.75% Reduce -58.6% 5,528 $4.5M
Morton Community Bank 1.18% Reduce -2.5% 5,514 $4.5M
Vestcor Inc 0.14% Add +0.5% 5,456 $4.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -14.3% 5,431 $4.4M
Orion Portfolio Solutions, LLC 0.04% Reduce -14.3% 5,431 $4.4M
Picton Mahoney Asset Management 0.17% Add +22.9% 5,403 $4.4M
Argent Trust Co 0.18% Add +10.2% 5,399 $4.4M
Greenleaf Trust 0.04% Add +57.2% 5,334 $4.4M
Kingsview Wealth Management, LLC 0.09% Reduce -9.6% 5,333 $4.4M
American Trust Investment Advisors, LLC 1.78% Add +13.0% 5,329 $4.3M
Park Avenue Securities LLC 0.05% Reduce -7.3% 5,317 $4.3M
PDT Partners, LLC 0.38% Reduce -1.8% 5,301 $4.3M
Rodgers Brothers Inc. 0.55% No change 5,265 $4.3M
Ameritas Investment Partners, Inc. 0.14% Add +1.0% 5,229 $4.3M
Exchange Traded Concepts, LLC 0.10% Add +30.1% 5,209 $4.3M
Cable Hill Partners, LLC 0.42% Add +0.9% 5,163 $4.2M
Bar Harbor Wealth Management 0.27% Reduce -2.0% 5,153 $4.2M
Nikulski Financial, Inc. 1.26% Add +8.5% 5,148 $4.2M
Prime Capital Investment Advisors, LLC 0.06% Reduce -0.7% 5,139 $4.2M
Lecap Asset Management Ltd. 0.90% Add +97.8% 5,102 $4.2M
Valley National Advisers Inc. 0.75% Reduce -49.1% 5,084 $4.1M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -26.8% 5,078 $4.1M
Larson Financial Group LLC 0.23% Add +20995.8% 5,063 $4.1M
Midwest Professional Planners, LTD. 1.26% Add +5.9% 5,062 $4.1M
Royal Fund Management, LLC 0.29% Reduce -20.8% 4,969 $4.1M
Crown Advisors Management, Inc. 2.63% No change 5,000 $4.1M
EFG Asset Management (North America) Corp. 0.68% Reduce -4.1% 4,998 $4.1M
Northwest & Ethical Investments L.P. 0.11% Reduce -7.9% 4,902 $4.0M
Kintegral Advisory, LLC 0.36% Reduce -1.3% 4,855 $4.0M
Cwm, LLC 0.02% Add +7.3% 4,857 $4.0M
Sequoia Financial Advisors, LLC 0.04% Reduce -2.8% 4,795 $3.9M
New Potomac Partners, LLC 2.00% Reduce -1.6% 4,766 $3.9M
Siemens Fonds Invest GmbH 0.31% Reduce -2.6% 6,424 $3.9M
ICICI Prudential Asset Management Co Ltd 0.41% Add +226.9% 4,695 $3.8M
Tiaa Trust, National Association 0.01% Reduce -0.3% 4,677 $3.8M
Intrust Bank NA 0.38% Add +0.1% 4,668 $3.8M
Empirical Finance, LLC 0.22% Add +1.8% 4,627 $3.8M
Amundi 0.00% Reduce -99.6% 4,604 $3.8M
CIBC Private Wealth Group LLC 0.01% Add +3.6% 4,580 $3.7M
Wilmington Savings Fund Society, FSB 0.07% Add +383.7% 4,547 $3.7M
Capstone Investment Advisors, LLC 0.13% Add +401.7% 4,540 $3.7M
Rockline Wealth Management, LLC 1.03% Add +7.7% 4,469 $3.6M
Pacifica Partners Inc. 1.49% Reduce -1.4% 4,423 $3.6M
Hohimer Wealth Management, LLC 0.78% Add +1.5% 4,418 $3.6M
Progressive Investment Management Corp 0.92% Reduce -0.2% 4,374 $3.6M
Stiles Financial Services Inc 1.25% Add +11.8% 4,358 $3.6M
GTS Securities LLC 0.07% Reduce -47.5% 4,365 $3.6M
Monetary Management Group Inc. 0.91% Add +1.2% 4,346 $3.5M
Moran Wealth Management, LLC 0.11% Reduce -67.3% 4,325 $3.5M
Joseph Group Capital Management 1.35% Add +32.2% 4,315 $3.5M
Strategic Financial Services, Inc. 0.21% Reduce -2.2% 4,313 $3.5M
Capital Group Private Client Services, Inc. 0.03% Reduce -2.9% 4,302 $3.5M
Brookstone Capital Management 0.05% Add +166.8% 4,271 $3.5M
Cetera Trust Company, N.A 2.12% Reduce -5.6% 4,246 $3.5M
Sanders Morris Harris LLC 0.57% No change 4,242 $3.5M
Knollwood Investment Advisory, LLC 0.37% No change 4,198 $3.4M
Malaga Cove Capital, LLC 1.37% Add +0.0% 4,187 $3.4M
ClariVest Asset Management LLC 0.35% No change 3,201 $3.4M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -0.7% 4,132 $3.4M
SteelPeak Wealth, LLC 0.15% Reduce -63.6% 4,103 $3.4M
Columbia Bank 1.22% Reduce -2.3% 4,085 $3.3M
D. Scott Neal, Inc. 1.76% Reduce -6.8% 4,064 $3.3M
Praxis Investment Management Inc. 0.21% No change 4,073 $3.3M
First Trust Direct Indexing L.P. 0.18% Add +0.1% 4,071 $3.3M
Mill Capital Management, LLC 0.26% No change 4,000 $3.3M
GAM Holding AG 0.26% Add +5.2% 4,000 $3.3M
Dana Investment Advisors, Inc. 0.11% No change 3,943 $3.2M
Avantax Advisory Services, Inc. 0.02% Reduce -17.5% 3,938 $3.2M
Rwa Wealth Partners, LLC 0.04% New 3,931 $3.2M
Trust Co. of Vermont 0.16% Add +5.2% 3,917 $3.2M
Perigon Wealth Management, LLC 0.09% Reduce -8.4% 3,897 $3.2M
Weiss Asset Management LP 0.12% New 3,887 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -8.5% 3,860 $3.2M
Advisors Asset Management, Inc. 0.06% Add +3.9% 3,859 $3.1M
AXA S.A. 0.01% Reduce -9.0% 38,413 $3.1M
Blue Trust, Inc. 0.04% Add +95.5% 2,898 $3.1M
Probity Advisors, Inc. 0.59% Reduce -1.9% 3,769 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Add +7.0% 3,753 $3.1M
Linden Thomas Advisory Services, LLC 0.41% Add +5.6% 3,722 $3.0M
V-Square Quantitative Management LLC 0.45% Add +10.5% 3,715 $3.0M
Trustmark Bank Trust Department 0.23% Reduce -25.4% 3,702 $3.0M
Cypress Capital Group 0.34% Add +3.7% 3,660 $3.0M
IFP Advisors, Inc 0.11% Add +85.0% 3,653 $3.0M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +5.7% 3,646 $3.0M
JB Capital LLC 0.17% Add +2.9% 3,623 $3.0M
Andar Capital Management HK Ltd 3.89% New 3,600 $2.9M
Vest Financial, LLC 0.06% Add +68.7% 35,991 $2.9M
Tower Bridge Advisors 0.31% Add +0.7% 3,598 $2.9M
Peak Financial Advisors LLC 1.51% Add +20.6% 3,587 $2.9M
SeaCrest Wealth Management, LLC 0.31% Reduce -7.5% 3,541 $2.9M
First Financial Bankshares Inc 0.06% Reduce -75.7% 3,536 $2.9M
Westhampton Capital, LLC 1.46% Add +1.2% 3,531 $2.9M
Primoris Wealth Advisors, LLC 2.09% Reduce -0.3% 3,527 $2.9M
Groesbeck Investment Management Corp. 4.22% Reduce -11.8% 3,524 $2.9M
FAS Wealth Partners, Inc. 0.23% Add +5.4% 3,521 $2.9M
Proficio Capital Partners LLC 0.28% Reduce -4.5% 3,467 $2.8M
Diversified Trust Co. 0.07% Add +0.5% 3,455 $2.8M
Azzad Asset Management Inc. 0.32% Reduce -0.8% 3,452 $2.8M
Abacus FCF Advisors LLC 0.64% Reduce -34.1% 3,381 $2.8M
Bard Financial Services, Inc. 0.33% No change 3,375 $2.8M
Vident Advisory, LLC 0.07% Reduce -62.0% 3,353 $2.7M
Caprock Group, LLC 0.10% Add +4.9% 3,317 $2.7M
Benchmark Investment Advisors LLC 1.92% Add +1.2% 3,301 $2.7M
Keybank National Association 0.01% Reduce -17.6% 3,296 $2.7M
Apollon Wealth Management, LLC 0.08% Add +5.0% 3,259 $2.7M
Argent Financial Group, Inc. 0.32% — 3,258 $2.7M
Darwin Wealth Management, LLC 0.73% New 3,247 $2.6M
E&G Advisors, LLC 0.73% Add +0.9% 3,241 $2.6M
Empower Advisory Group, LLC 0.01% Reduce -0.3% 3,210 $2.6M
CHICAGO TRUST Co NA 0.47% Add +17.9% 3,204 $2.6M
MV Capital Management, Inc. 0.28% Add +4.8% 3,195 $2.6M
Signaturefd, LLC 0.05% Reduce -3.1% 3,183 $2.6M
Wahed Invest LLC 0.46% Add +12.7% 3,171 $2.6M
Robertson Stephens Wealth Management, LLC 0.09% Add +2.3% 3,142 $2.6M
TD Waterhouse Canada Inc. 0.02% Add +8.0% 3,221 $2.6M
Jackson Square Capital, LLC 0.63% Reduce -0.4% 3,134 $2.6M
Scott & Selber, Inc. 0.79% Reduce -0.8% 3,130 $2.6M
Hennion & Walsh Asset Management, Inc. 0.12% Add +38.6% 3,124 $2.5M
Octahedron Capital Management L.P. 2.79% Add +527.5% 3,075 $2.5M
Synovus Financial Corp. 0.03% Add +22.4% 3,071 $2.5M
SevenBridge Financial Group, LLC 0.48% Add +906.5% 32,770 $2.5M
Kerrisdale Advisers, LLC 0.85% Add +76.0% 3,058 $2.5M
Martin Capital Advisors, LLP 1.77% Reduce -0.6% 3,042 $2.5M
Regal Investment Advisors LLC 0.17% Reduce -7.7% 3,034 $2.5M
Arjuna Capital 0.64% Reduce -1.1% 3,009 $2.5M
Meeder Advisory Services, Inc. 0.16% Reduce -1.3% 2,983 $2.4M
Capital Advisors Inc. 0.05% Reduce -0.1% 2,974 $2.4M
Oak Associates Ltd. 0.16% No change 2,970 $2.4M
Scotia Capital Inc. 0.01% Reduce -13.0% 2,967 $2.4M
Marshall Financial Group, LLC 0.57% Reduce -0.4% 2,945 $2.4M
Ostrum Asset Management 0.20% Add +1.0% 2,940 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -1.1% 2,928 $2.4M
CWA Asset Management Group, LLC 0.13% — 2,897 $2.4M
Kingfisher Capital LLC 0.54% Reduce -6.5% 2,890 $2.4M
Mattson Financial Services, LLC 0.84% Reduce -0.7% 2,205 $2.3M
Meeder Asset Management Inc. 0.16% Add +4323.1% 2,875 $2.3M
Pinnacle Wealth Management Advisory Group, LLC 0.22% Add +1.7% 2,871 $2.3M
First Business Financial Services, Inc. 0.23% Add +3.0% 2,856 $2.3M
Diversify Advisory Services, LLC 0.12% New 31,816 $2.3M
Alpha Cubed Investments, LLC 0.10% Add +498.3% 2,842 $2.3M
Milestone Asset Management, LLC 0.52% Add +42.0% 2,820 $2.3M
Quantbot Technologies LP 0.09% Reduce -72.0% 2,814 $2.3M
SS&H Financial Advisors, Inc. 0.84% Reduce -6.0% 2,811 $2.3M
Belpointe Asset Management LLC 0.14% Add +81.0% 2,806 $2.3M
Cincinnati Specialty Underwriters Insurance CO 0.67% No change 2,783 $2.3M
Ritholtz Wealth Management 0.07% Reduce -18.7% 2,771 $2.3M
Nomura Asset Management Co. Ltd. 0.01% Reduce -97.6% 2,753 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -2.1% 2,749 $2.2M
Platinum Investment Management Ltd. 0.10% Add +0.7% 2,725 $2.2M
IHT Wealth Management, LLC 0.06% Add +5.7% 2,729 $2.2M
CX Institutional 0.10% Reduce -4.5% 2,712 $2.2M
Bray Capital Advisors 0.53% Add +18.1% 2,668 $2.2M
Alpine Woods Capital Investors, LLC 0.38% Add +597.4% 28,490 $2.2M
Gsa Capital Partners LLP 0.16% Add +471.8% 2,659 $2.2M
PFG Advisors 0.14% Reduce -10.7% 2,650 $2.2M
Cutter & CO Brokerage, Inc. 0.49% No change 2,646 $2.2M
Cadence Bank 0.15% Reduce -4.2% 2,639 $2.2M
TD Private Client Wealth LLC 0.06% Reduce -42.5% 2,627 $2.1M
Green Alpha Advisors, LLC 1.66% Reduce -2.5% 2,592 $2.1M
Gilliland Jeter Wealth Management LLC 0.68% Add +0.0% 2,584 $2.1M
CENTRAL TRUST Co 0.05% Reduce -19.5% 2,583 $2.1M
Trust Co. of Oklahoma 0.68% No change 2,567 $2.1M
Bleakley Financial Group, LLC 0.06% Reduce -13.8% 2,550 $2.1M
Moors & Cabot, Inc. 0.10% Add +0.8% 2,511 $2.0M
Landscape Capital Management, L.L.C. 0.21% Add +91.1% 2,507 $2.0M
Needham Investment Management LLC 0.16% No change 2,500 $2.0M
Stokes Family Office, LLC 0.22% No change 2,494 $2.0M
Glass Wealth Management Co LLC 1.12% Add +9.2% 2,485 $2.0M
180 Wealth Advisors, LLC 0.32% Add +0.1% 2,475 $2.0M
Bay Rivers Group 0.99% Add +6.4% 2,449 $2.0M
AustralianSuper Pty Ltd 0.01% Reduce -55.0% 2,446 $2.0M
Independent Advisor Alliance 0.07% Reduce -9.3% 2,391 $2.0M
Capital Investment Advisors, LLC 0.04% Add +27.8% 2,390 $2.0M
Calamos Wealth Management LLC 0.10% Reduce -9.7% 2,381 $1.9M
Principal Securities, Inc. 0.05% Add +15.4% 2,378 $1.9M
Mainstay Capital Management LLC 0.32% Add +50.7% 2,378 $1.9M
DAVENPORT & Co LLC 0.01% Add +10.6% 2,347 $1.9M
Savant Capital, LLC 0.02% Reduce -32.3% 2,294 $1.9M
Harfst & Associates, Inc. 0.42% Add +38.7% 2,289 $1.9M
Qtron Investments LLC 0.26% Add +26.8% 2,288 $1.9M
GPS Wealth Strategies Group, LLC 0.25% Add +4.0% 2,278 $1.9M
MBB Public Markets I LLC 0.16% Reduce -75.3% 2,270 $1.9M
Arvest Investments, Inc. 0.28% Reduce -22.9% 2,268 $1.9M
Alternative Investment Advisors, LLC. 0.97% Reduce -3.9% 2,260 $1.8M
Johnson Investment Counsel Inc. 0.02% Reduce -7.9% 2,237 $1.8M
Lindenwold Advisors, INC 0.92% Add +0.1% 2,228 $1.8M
Paragon Advisors, LLC 0.59% Add +1.8% 2,222 $1.8M
Accent Capital Management, LLC 1.02% Reduce -15.8% 2,167 $1.8M
Keudell/Morrison Wealth Management 0.48% No change 2,165 $1.8M
Consolidated Portfolio Review Corp 0.39% Add +0.2% 2,165 $1.8M
Aigen Investment Management, LP 0.35% Add +115.0% 2,161 $1.8M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -11.1% 2,161 $1.8M
Cinctive Capital Management LP 0.10% New 2,159 $1.8M
Palouse Capital Management, Inc. 1.11% Reduce -3.8% 2,146 $1.8M
Allworth Financial LP 0.01% Add +12.2% 2,126 $1.7M
Sherbrooke Park Advisers LLC 0.40% Add +35.8% 2,119 $1.7M
Kestra Private Wealth Services, LLC 0.03% Add +6.3% 2,101 $1.7M
Fox Run Management, L.L.C. 0.38% New 2,087 $1.7M
Kuhn & Co Investment Counsel 1.45% No change 2,084 $1.7M
Beaumont Financial Advisors, LLC 0.13% Reduce -1.3% 2,076 $1.7M
Trust Co. of Toledo NA 0.23% Add +2.4% 2,074 $1.7M
Quadrant Capital Group LLC 0.12% Add +0.2% 2,073 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -11.2% 2,064 $1.7M
LCNB Corp. 0.60% Reduce -6.4% 2,059 $1.7M
Great Valley Advisor Group, Inc. 0.04% Add +1.8% 2,054 $1.7M
Segment Wealth Management, LLC 0.11% Reduce -0.2% 2,047 $1.7M
Gladstone Institutional Advisory LLC 0.08% Reduce -6.8% 2,039 $1.7M
Weatherly Asset Management L. P. 0.15% Add +0.2% 2,033 $1.7M
Farmers & Merchants Investments Inc. 0.05% Reduce -10.8% 2,028 $1.7M
Cloverfields Capital Group, LP 0.53% Reduce -45.2% 2,026 $1.7M
Regions Financial Corp. 0.01% Reduce -27.5% 2,024 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +5.3% 2,023 $1.7M
Greater Midwest Financial Group, LLC 0.96% New 2,015 $1.6M
Circle Wealth Management, LLC 0.04% Add +60.7% 2,012 $1.6M
Tocqueville Asset Management L.P. 0.03% Add +3.7% 2,008 $1.6M
Jones Financial Companies LLLP 0.00% Add +126.0% 1,950 $1.6M
Leavell Investment Management, Inc. 0.08% Add +14.7% 1,950 $1.6M
GAMMA Investing LLC 0.16% Add +6.1% 1,952 $1.6M
White Knight Strategic Wealth Advisors, LLC 1.44% Add +18.7% 1,950 $1.6M
Caxton Associates LP 0.07% New 1,949 $1.6M
Tradition Wealth Management, LLC 0.14% Add +0.1% 1,948 $1.6M
STF Management LP 0.72% Reduce -7.8% 1,936 $1.6M
Leelyn Smith, LLC 0.28% Reduce -0.6% 1,934 $1.6M
Independent Financial Group, LLC 0.06% Add +61.5% 1,917 $1.6M
Wright Investors Service Inc. 0.41% Add +36.9% 1,906 $1.6M
LSV Asset Management 0.00% No change 1,900 $1.6M
Global Retirement Partners, LLC 0.05% Reduce -14.7% 1,897 $1.5M
First Foundation Advisors 0.06% Reduce -7.0% 1,892 $1.5M
Strengthening Families & Communities, LLC 0.39% Add +9.3% 1,871 $1.5M
Triangle Securities Wealth Management 0.39% Reduce -4.6% 1,862 $1.5M
Fulton Bank, N.A. 0.06% Add +37.1% 1,857 $1.5M
New England Research & Management, Inc. 0.71% Add +270.0% 1,850 $1.5M
Capital Investment Counsel, Inc 0.22% No change 1,845 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -77.2% 1,843 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -18.0% 1,840 $1.5M
Lifeworks Advisors, LLC 0.29% Add +23.5% 1,838 $1.5M
Sound View Wealth Advisors Group, LLC 0.12% Add +4.4% 1,825 $1.5M
Impax Asset Management Group plc 0.01% No change 1,825 $1.5M
Peapack Gladstone Financial Corp. 0.02% Reduce -12.6% 1,822 $1.5M
Dantai Capital Ltd 1.88% Add +44.6% 1,815 $1.5M
Bank of Stockton 0.45% Reduce -5.8% 1,815 $1.5M
Mather Group, Llc. 0.02% Reduce -8.8% 1,805 $1.5M
Alta Wealth Advisors LLC 0.67% Reduce -0.3% 1,789 $1.5M
Sigma Planning Corp 0.04% Add +2.7% 1,781 $1.5M
Apriem Advisors 0.17% Add +11.7% 1,781 $1.5M
Tealwood Asset Management Inc. 0.64% Add +1.5% 1,773 $1.4M
Community Bank, N.A. 0.18% Add +12.5% 1,765 $1.4M
Montag A & Associates Inc. 0.07% Add +8.6% 1,751 $1.4M
Advisory Research Inc. 0.25% Reduce -4.1% 1,749 $1.4M
Sloy Dahl & Holst, LLC 0.24% No change 1,743 $1.4M
Middleton & Co. Inc. 0.16% Reduce -0.8% 1,743 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Add +2.4% 1,725 $1.4M
Cibc World Market Inc. 0.00% Reduce -14.2% 17,133 $1.4M
Noesis Capital Mangement Corp. 0.28% Reduce -4.2% 1,712 $1.4M
MWA Asset Management 0.93% Reduce -1.0% 1,706 $1.4M
Meiji Yasuda Life Insurance Co 0.03% Reduce -21.3% 1,687 $1.4M
Spire Wealth Management 0.05% Add +21.6% 1,684 $1.4M
Nvwm, LLC 0.35% Reduce -0.8% 1,683 $1.4M
Glen Eagle Advisors, LLC 0.23% Reduce -5.7% 1,666 $1.4M
China Universal Asset Management Co., Ltd. 0.15% Add +109.5% 1,647 $1.3M
Fort Washington Investment Advisors Inc. 0.01% Reduce -31.6% 1,636 $1.3M
FCG Investment Co 0.87% Add +72.9% 1,629 $1.3M
Dakota Wealth Management 0.03% Add +49.3% 1,624 $1.3M
Frank, Rimerman Advisors LLC 0.09% Reduce -44.6% 1,614 $1.3M
Wealthspire Advisors, LLC 0.01% Add +39.5% 1,604 $1.3M
BNP Paribas 0.05% Reduce -36.4% 1,594 $1.3M
Lake Street Advisors Group, LLC 0.06% Reduce -0.4% 1,587 $1.3M
Mechanics Bank Trust Department 0.17% Add +36.5% 1,588 $1.3M
Salomon & Ludwin, LLC 0.13% No change 1,587 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -3.4% 1,586 $1.3M
Goodman Advisory Group, LLC 0.36% Add +0.9% 1,567 $1.3M
Bedell Frazier Investment Counselling, LLC 0.30% Add +10.1% 1,559 $1.3M
Trust Asset Management LLC 0.10% No change 1,558 $1.3M
&partners 0.02% Add +33.6% 1,594 $1.3M
Applied Finance Capital Management, LLC 0.05% Reduce -11.6% 1,557 $1.3M
NorthRock Partners, LLC 0.04% Add +13.4% 1,541 $1.3M
AlphaQuest LLC 0.11% Reduce -28.1% 1,544 $1.3M
First American Trust, FSB 0.12% Add +573.3% 1,535 $1.3M
Perpetual Ltd 0.01% Reduce -11.2% 1,530 $1.2M
Daymark Wealth Partners, LLC 0.05% Reduce -0.3% 1,529 $1.2M
Equitable Trust Co. 0.08% Add +141.2% 1,517 $1.2M
Signal Advisors Wealth, LLC 0.18% New 1,512 $1.2M
Advent Capital Management 2.08% New 1,500 $1.2M
Cohen Klingenstein LLC 0.04% No change 1,500 $1.2M
Legacy Capital Group California, Inc. 0.41% Reduce -2.2% 1,496 $1.2M
Procyon Advisors, LLC 0.08% Reduce -4.0% 1,484 $1.2M
Prudent Man Advisors, LLC 0.40% Reduce -13.9% 1,483 $1.2M
Little House Capital LLC 0.34% Add +8.0% 1,469 $1.2M
Delphi Management Inc. 1.09% Reduce -13.4% 1,464 $1.2M
Versor Investments LP 0.19% Reduce -29.4% 1,454 $1.2M
Smartleaf Asset Management LLC 0.14% Add +26.6% 1,430 $1.2M
Wealth Alliance, LLC 0.14% Reduce -19.1% 1,438 $1.2M
Smithfield Trust Co 0.06% Add +0.2% 1,436 $1.2M
Wedmont Private Capital 0.07% Add +893.3% 14,522 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -7.1% 1,434 $1.2M
KRS Capital Management, LLC 0.85% Add +0.7% 1,433 $1.2M
MBM Wealth Consultants, LLC 0.37% Add +9.2% 1,426 $1.2M
Roberts Capital Advisors, LLC 0.99% No change 1,423 $1.2M
Clear Creek Financial Management, LLC 0.13% Reduce -4.9% 1,422 $1.2M
Lake Street Private Wealth, LLC 0.19% Reduce -12.9% 1,414 $1.2M
Penobscot Investment Management Company, Inc. 0.10% No change 1,408 $1.1M
Polianta Ltd 0.54% New 1,400 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -4.5% 1,394 $1.1M
RAM Investment Partners, LLC 0.30% Reduce -0.1% 1,393 $1.1M
XTX Topco Ltd 0.08% Add +111.9% 1,388 $1.1M
Redwood Investment Management, LLC 0.10% Reduce -12.3% 1,341 $1.1M
Merit Financial Group, LLC 0.02% Reduce -40.5% 1,354 $1.1M
Hilltop Holdings Inc. 0.07% Add +65.8% 1,350 $1.1M
Cigna Investments Inc. 0.20% Reduce -0.7% 1,349 $1.1M
Zacks Investment Management 0.01% Add +150.7% 1,336 $1.1M
Oakworth Capital, Inc. 0.07% Add +0.1% 1,307 $1.1M
Herold Advisors, Inc. 0.23% Add +3.3% 1,303 $1.1M
Centennial Bank 0.49% Reduce -3.5% 1,302 $1.1M
AtlasMark Financial, Inc 0.99% — 1,300 $1.1M
EHP Funds Inc. 0.74% Add +550.0% 1,300 $1.1M
Concord Wealth Partners 0.18% Add +5.9% 1,295 $1.1M
Phraction Management LLC 0.40% No change 1,288 $1.1M
Fidelis Capital Partners, LLC 0.12% Add +487.6% 14,137 $1.0M
Tyler-Stone Wealth Management 0.19% Add +100.0% 1,262 $1.0M
Core Alternative Capital 0.20% Add +0.4% 1,260 $1.0M
Brighton Jones LLC 0.04% Reduce -1.8% 1,253 $1.0M
Farther Finance Advisors, LLC 0.04% Reduce -1.5% 1,236 $1.0M
KCM Investment Advisors LLC 0.03% Reduce -3.1% 1,234 $1.0M
First Commonwealth Financial Corp 0.24% Add +2.3% 1,228 $1.0M
Davis Selected Advisers 0.01% No change 1,228 $1.0M
Axiom Advisory, LLC 0.01% Add +17.1% 1,152 $1.0M
Choate Investment Advisors 0.03% Add +0.6% 1,222 $997K
Joel Isaacson & Co., LLC 0.05% Reduce -0.4% 1,203 $982K
American State Bank (Iowa) 0.59% No change 1,200 $979K
nVerses Capital, LLC 0.45% Add +71.4% 1,200 $979K
PFG Investments, LLC 0.06% Add +186.8% 1,190 $972K
OneDigital Investment Advisors LLC 0.01% Reduce -10.1% 1,189 $970K
Diversify Wealth Management, LLC 0.09% New 13,194 $961K
Oliver Lagore Vanvalin Investment Group 0.25% Add +38.5% 1,165 $951K
Summit Trail Advisors, LLC 0.02% Add +5.5% 1,161 $950K
Snowden Capital Advisors LLC 0.03% Add +60.4% 1,160 $949K
Abundance Wealth Counselors 0.20% New 1,154 $942K
Alpha Family Trust 0.52% No change 1,150 $938K
Dorsey & Whitney Trust CO LLC 0.05% Add +19.0% 1,148 $937K
Jacobi Capital Management LLC 0.07% Add +13.3% 1,145 $934K
Western Financial Corp 0.53% Reduce -7.7% 1,139 $930K
Gries Financial LLC 0.17% Add +59.7% 1,118 $912K
Texas Capital Bancshares Inc 0.37% No change 1,113 $908K
Twinbeech Capital LP 0.02% New 1,111 $907K
Parisi Gray Wealth Management 0.30% Add +12.0% 1,109 $905K
LBP Am SA 0.01% Add +236.8% 6,214 $902K
Wedbush Securities Inc. 0.03% Add +15.7% 1,085 $885K
Axxcess Wealth Management, LLC 0.02% Add +37.6% 1,080 $881K
SG Americas Securities, LLC 0.00% Reduce -93.0% 1,077 $879K
Concord Asset Management, LLC 0.20% Add +12.2% 1,068 $872K
Verdence Capital Advisors LLC 0.07% Add +7.7% 1,066 $870K
Spirepoint Private Client, LLC 0.11% Reduce -0.7% 1,054 $860K
WD Rutherford LLC 0.42% Add +28.0% 1,047 $854K
Himension Capital (singapore) Pte. LTD. 0.07% New 1,043 $851K
Sheaff Brock Investment Advisors, LLC 0.07% No change 1,043 $851K
Jackson Creek Investment Advisors LLC 0.25% Reduce -1.4% 1,040 $849K
KPP Advisory Services LLC 0.20% Add +3.0% 1,031 $841K
Brown Financial Advisors 0.35% Reduce -26.5% 1,027 $838K
Group One Trading LLC 0.03% New 1,022 $834K
Brooklyn Investment Group 0.27% Add +6.6% 1,018 $831K
BSW Wealth Partners 0.12% Add +4.4% 1,015 $829K
Ceeto Capital Group, LLC 0.31% Add +98.0% 1,010 $827K
Private Trust Co. NA 0.08% Reduce -2.5% 1,011 $825K
Values First Advisors, Inc. 0.45% Reduce -11.2% 1,009 $824K
CNB Bank 0.38% Add +0.4% 1,006 $821K
Virtus Advisers, LLC 0.38% Add +3.8% 990 $808K
Chicago Partners Investment Group LLC 0.03% Add +946.5% 11,082 $807K
Nicolet Bankshares Inc. 0.16% Reduce -1.5% 985 $804K
AlTi Global, Inc. 0.02% Add +270.8% 979 $801K
Whalen Wealth Management Inc. 0.56% New 978 $798K
Seeds Investor LLC 0.30% Reduce -35.3% 977 $797K
KG Capital Management 0.25% Add +227.9% 964 $787K
Old National Bancorp 0.02% Reduce -14.3% 956 $780K
Meridian Wealth Management, LLC 0.04% New 953 $778K
Financial Advocates Investment Management 0.04% Add +0.1% 945 $772K
Blueshift Asset Management, LLC 0.19% New 944 $770K
Sunpointe, LLC 0.63% Add +1.0% 940 $770K
Transcend Capital Advisors, LLC 0.05% Add +2.1% 938 $766K
Westfuller Advisors, LLC 0.55% — 934 $764K
Burr Financial Services, LLC 0.54% Add +3.3% 935 $763K
Brown Brothers Harriman & Co. 0.01% Add +2.5% 934 $762K
Montecito Bank & Trust 0.13% Add +109.2% 931 $760K
Systematic Financial Management LP 0.02% No change 930 $759K
Optimum Investment Advisors 0.33% Reduce -1.1% 928 $757K
Busey Bank 0.02% Add +6.6% 926 $756K
Laraway Financial Advisors Inc 0.60% Reduce -1.1% 920 $751K
Verus Capital Partners, LLC 0.07% Add +5.8% 919 $750K
Shufro Rose & Co. LLC 0.06% No change 700 $745K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +132.1% 889 $743K
CW Advisors, LLC 0.01% Add +22.3% 905 $739K
Pathway Financial Advisers, LLC 0.33% Add +3.8% 902 $736K
SC&H Financial Advisors, Inc. 0.16% No change 900 $734K
Guardian Capital Advisors LP 0.07% New 915 $730K
Kingswood Wealth Advisors, LLC 0.05% Add +14.1% 890 $726K
National Wealth Management Group, LLC 0.49% New 879 $717K
Roman Butler Fullerton & Co. 0.22% Add +1252.2% 9,384 $717K
Avantax Planning Partners, Inc. 0.03% Reduce -33.5% 878 $716K
Quantum Portfolio Management LLC 0.39% Add +2.0% 876 $715K
Evergreen Capital Management LLC 0.02% Add +1.3% 863 $706K
Insigneo Advisory Services, LLC 0.07% Reduce -5.4% 858 $700K
MQS Management LLC 0.39% Add +297.7% 851 $694K
Rehmann Capital Advisory Group 0.05% Reduce -2.8% 848 $693K
BlueSpruce Investments, LP 0.01% Add +108.6% 847 $691K
Sonora Investment Management Group, LLC 0.05% Reduce -2.5% 841 $687K
Summit Financial, LLC 0.03% Add +23.1% 831 $680K
Baron Capital (BAMCO) 0.00% Reduce -93.0% 831 $678K
Regatta Capital Group, LLC 0.13% Add +0.6% 829 $677K
Axq Capital, LP 0.20% Reduce -67.2% 827 $675K
Becker Capital Management Inc. 0.02% Add +3.1% 824 $674K
Perennial Investment Advisors, LLC 0.09% Add +48.9% 813 $663K
Thomasville National Bank 0.05% No change 812 $663K
Western Wealth Management, LLC 0.04% Add +276.7% 810 $661K
First Manhattan Co. Llc. 0.00% Reduce -0.1% 804 $658K
Aaron Wealth Advisors LLC 0.08% Add +14.4% 802 $654K
Westover Capital Advisors, LLC 0.13% No change 800 $653K
Evanson Asset Management, LLC 0.05% No change 800 $653K
LMR Partners LLP 0.02% Add +0.5% 800 $653K
Davis Investment Partners, LLC 0.27% No change 800 $651K
Orrstown Financial Services Inc. 0.19% New 792 $646K
Avestar Capital, LLC 0.07% Add +11.9% 791 $646K
Pathway Financial Advisors LLC 0.17% Add +0.8% 791 $646K
Affinity Investment Advisors, LLC 0.44% Reduce -1.6% 790 $645K
Sage Mountain Advisors LLC 0.05% Add +7.9% 789 $644K
Mutual Advisors, LLC 0.02% Add +307.2% 8,343 $639K
Trust Point Inc. 0.05% Add +1.4% 781 $637K
Main Management ETF Advisors, LLC 0.03% New 776 $633K
Annis Gardner Whiting Capital Advisors, LLC 0.18% Reduce -3.0% 773 $633K
Amica Retiree Medical Trust 0.52% — 774 $632K
Westside Investment Management, Inc. 0.13% No change 767 $626K
Ifrah Financial Services, Inc. 0.17% Reduce -1.2% 767 $626K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.3% 766 $625K
EDENTREE ASSET MANAGEMENT Ltd 0.18% No change 750 $612K
Resonant Capital Advisors, LLC 0.04% Reduce -6.7% 744 $609K
Strategic Wealth Partners, Ltd. 0.06% Add +0.3% 743 $606K
McDonald Partners LLC 0.15% Reduce -3.3% 738 $602K
Kestra Investment Management, LLC 0.03% New 736 $601K
Olympiad Research LP 0.38% Add +35.5% 725 $592K
Foster & Motley Inc. 0.04% New 725 $591K
Prospera Financial Services Inc 0.01% Reduce -85.5% 721 $589K
Lincoln Capital Corp. 0.24% Add +0.3% 716 $584K
Gold Investment Management Ltd. 0.24% Add +19.3% 706 $581K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Add +9.1% 707 $577K
Bokf, NA 0.01% Reduce -8.3% 7,113 $577K
Burford Brothers, Inc. 0.30% New 705 $575K
Transatlantique Private Wealth LLC 0.22% Add +3.8% 704 $575K
Asahi Life Asset Management Co., LTD. 0.35% New 700 $571K
Truvestments Capital LLC 0.15% Add +41.4% 697 $569K
Gallacher Capital Management LLC 0.26% Add +83.2% 696 $568K
Dark Forest Capital Management LP 0.07% New 696 $568K
Deseret Mutual Benefit Administrators 0.29% Reduce -6.7% 694 $566K
Strategy Asset Managers LLC 0.11% New 694 $566K
Algert Global LLC 0.02% Add +40.5% 694 $566K
Crew Capital Management, Ltd 0.45% Reduce -7.0% 693 $566K
Hardy Reed LLC 0.05% Reduce -1.0% 684 $558K
World Equity Group, Inc. 0.20% Add +4.7% 675 $551K
Meridian Investment Counsel Inc. 0.17% Reduce -6.9% 672 $548K
Petrus Trust Company, LTA 0.05% New 670 $547K
Compound Planning, Inc. 0.03% Reduce -12.2% 665 $543K
Elite Wealth Management, Inc. 0.12% No change 663 $541K
PDS Planning, Inc 0.05% Add +2.5% 662 $540K
Earned Wealth Advisors, LLC 0.16% Add +3.1% 662 $540K
Legacy Edge Advisors, LLC 0.09% Add +0.9% 660 $539K
CFM Wealth Partners LLC 0.09% No change 656 $535K
Advisory Resource Group 0.11% Add +0.9% 655 $535K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Reduce -54.3% 654 $534K
Financial Advisors, LLC 0.10% No change 650 $530K
Catalina Capital Group, LLC 0.18% Add +7.8% 648 $529K
Madison Wealth Partners, Inc 0.16% New 647 $528K
Fiduciary Family Office, LLC 0.17% No change 640 $522K
Sentry Investment Management LLC 0.22% No change 635 $518K
Tyche Wealth Partners LLC 0.12% Add +37.2% 634 $517K
LJI Wealth Management, LLC 0.11% No change 633 $517K
Flagship Harbor Advisors, LLC 0.03% Reduce -2.0% 632 $516K
Legacy Wealth Management, LLC / MS 0.19% New 629 $513K
Bradley Foster & Sargent Inc. 0.01% Add +31.4% 628 $512K
Aptus Capital Advisors, LLC 0.01% Add +3.7% 1,625 $510K
Wealth Group, Ltd. 0.34% Reduce -10.3% 625 $510K
Kolinsky Wealth Management, LLC 0.33% Add +1.6% 620 $506K
Conservest Capital Advisors, Inc. 0.05% No change 518 $503K
First Affirmative Financial Network 0.28% Add +11.6% 616 $503K
Holderness Investments Co. 0.11% Add +5.3% 614 $501K
HBK Sorce Advisory LLC 0.02% Reduce -10.6% 610 $498K
Prio Wealth Limited Partnership 0.01% No change 610 $498K
Gryphon Financial Partners LLC 0.07% Reduce -0.8% 610 $498K
Paladin Wealth, LLC 0.43% — 603 $492K
Telos Capital Management, Inc. 0.05% Add +0.8% 602 $491K
Everhart Financial Group, Inc. 0.11% Reduce -27.5% 602 $491K
Loomis Sayles & Co. L P 0.00% New 595 $486K
Hancock Whitney Corp. 0.02% Reduce -6.9% 594 $485K
GDS Wealth Management 0.05% New 593 $484K
Woodward Diversified Capital, LLC 0.31% Reduce -31.9% 592 $483K
Parkside Financial Bank & Trust 0.07% Reduce -0.5% 591 $482K
Quent Capital, LLC 0.05% No change 585 $478K
Planning Alternatives Ltd. 0.07% No change 585 $477K
Oak Harvest Investment Services 0.07% Add +1.2% 577 $471K
Unique Wealth Strategies, LLC 0.20% Reduce -4.2% 576 $470K
BOS Asset Management, LLC 0.17% No change 575 $469K
Chilton Capital Management LLC 0.02% No change 575 $469K
Shepherd Financial Partners LLC 0.06% Add +4.7% 574 $469K
Sax Wealth Advisors, LLC 0.04% Add +8.3% 574 $469K
DeDora Capital, Inc. 0.13% Reduce -0.2% 574 $468K
CVA Family Office, LLC 0.08% No change 571 $466K
AdvisorShares Investments LLC 0.09% Add +8.0% 569 $464K
Aft, Forsyth & Company, Inc. 0.23% Reduce -5.0% 565 $461K
Waverly Advisors, LLC 0.01% Reduce -39.4% 562 $459K
Capital International Sarl 0.01% Reduce -11.8% 558 $455K
Childress Capital Advisors, LLC 0.12% Add +0.7% 558 $455K
Keel Point, LLC 0.04% Reduce -4.3% 554 $452K
Maxi Investments CY Ltd 0.12% Reduce -50.4% 548 $449K
VeraBank, N.A. 0.13% Reduce -0.7% 546 $446K
Simon Quick Advisors, LLC 0.03% Add +23.9% 545 $445K
West Family Investments, Inc. 0.15% Add +1.1% 544 $444K
Falcon Wealth Planning 0.05% Reduce -13.9% 543 $443K
Kovack Advisors, Inc. 0.05% Add +3.9% 538 $439K
Beacon Financial Group 0.05% Add +56.8% 533 $435K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -1.7% 528 $431K
Claro Advisors Inc. 0.06% Add +150.9% 527 $430K
AIA Group Ltd 0.01% New 527 $430K
Journey Strategic Wealth LLC 0.02% Reduce -29.1% 525 $429K
Ironwood Investment Counsel, LLC 0.07% Add +1.9% 524 $428K
Eastern Bank 0.01% Add +54.9% 522 $426K
Allred Capital Management, LLC 0.17% Add +3.2% 519 $424K
Keystone Financial Group 0.05% Add +0.4% 518 $423K
Kesler, Norman & Wride, LLC 0.08% New 516 $422K
ORBA Wealth Advisors, L.L.C. 0.21% No change 512 $418K
Lodestar Private Asset Management LLC 0.05% Reduce -12.8% 511 $417K
Manchester Capital Management LLC 0.05% Add +3.0% 511 $417K
Ferguson Wellman Capital Management, Inc. 0.01% Add +4.1% 511 $417K
Tandem Capital Management Corp. 0.22% No change 510 $416K
Haverford Trust Co 0.00% Add +1.6% 508 $415K
Ontario Teachers Pension Plan Board 0.00% Reduce -69.7% 505 $412K
Interchange Capital Partners, LLC 0.15% Reduce -3.6% 504 $411K
Ridgewood Investments LLC 0.21% Add +276.1% 504 $411K
Kaizen Financial Strategies 0.24% Reduce -3.8% 503 $410K
Financial Management Professionals, Inc. 0.05% Reduce -4.7% 503 $410K
Geller Advisors LLC 0.03% Reduce -43.4% 500 $409K
Legal Advantage Investments, Inc. 0.22% No change 500 $408K
DCF Advisers, LLC 0.21% No change 500 $408K
Lloyd Advisory Services, LLC. 0.20% No change 500 $408K
Mine & Arao Wealth Creation & Management, LLC. 0.19% No change 500 $408K
Lighthouse Investment Partners, LLC 0.02% Reduce -66.7% 500 $408K
Bellevue Asset Management, LLC 0.21% No change 499 $407K
Morningstar Investment Services LLC 0.00% Add +13.8% 487 $403K
Biltmore Family Office, LLC 0.07% Add +1.0% 489 $400K
Americana Partners, LLC 0.03% No change 490 $400K
Strategic Advisors LLC 0.07% New 482 $393K
McLean Asset Management Corp 0.12% Add +891.8% 4,820 $393K
Clark Financial Services Group Inc. 0.36% Add +20.3% 481 $393K
Guerra Pan Advisors, LLC 0.31% No change 480 $392K
AlphaStar Capital Management, LLC 0.03% Reduce -2.3% 478 $390K
Columbia Asset Management 0.07% No change 475 $388K
Valley Brook Capital Group, Inc. 0.28% No change 475 $388K
Outlook Wealth Advisors, LLC 0.11% Add +11.0% 475 $388K
Edmond DE Rothschild Holding S.A. 0.01% No change 475 $388K
SageView Advisory Group, LLC 0.02% Reduce -47.3% 474 $387K
Park Edge Advisors, LLC 0.11% Add +2.2% 474 $387K
Ballentine Partners, LLC 0.01% Add +3.5% 4,705 $384K
Kirtland Hills Capital Management, LLC 0.21% Add +77.4% 470 $384K
Continuum Wealth Advisors, LLC 0.21% Reduce -14.9% 470 $384K
WINTON GROUP Ltd 0.03% Reduce -1.9% 466 $380K
Hoxton Planning & Management, LLC 0.15% Add +9.7% 463 $378K
Callan Capital, LLC 0.03% Add +27.9% 463 $378K
Dohj, LLC 0.09% New 4,727 $378K
RFG Advisory, LLC 0.01% Reduce -2.9% 462 $377K
Caldwell Trust Co 0.04% Reduce -6.1% 462 $377K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -14.9% 461 $376K
Catalyst Financial Partners LLC 0.07% Add +24.0% 460 $375K
Secure Asset Management, LLC 0.06% Add +17.4% 459 $374K
Silver Coast Investments LLC 0.14% No change 458 $374K
Exencial Wealth Advisors, LLC 0.01% Reduce -8.0% 458 $373K
Rockland Trust Co. 0.02% No change 452 $369K
Salem Investment Counselors Inc. 0.01% Add +0.5% 450 $368K
Nelson Capital Management, LLC 0.06% Reduce -0.2% 449 $366K
Nicolet Advisory Services, LLC 0.03% Add +909.8% 4,514 $366K
SignalPoint Asset Management, LLC 0.09% No change 441 $365K
Cidel Asset Management Inc. 0.03% No change 444 $362K
Oddo BHF Asset Management Sas 0.02% — 444 $362K
Bordeaux Wealth Advisors LLC 0.07% Add +12.4% 443 $362K
Jamison Private Wealth Management, Inc. 0.05% Add +2500.0% 442 $361K
Integrated Wealth Concepts LLC 0.00% Reduce -89.7% 437 $357K
Sather Financial Group Inc 0.02% Reduce -6.8% 437 $357K
Affinity Wealth Management LLC 0.06% No change 436 $356K
Seven Eight Capital, LP 0.03% New 435 $355K
West Wealth Group, LLC 0.11% Add +0.2% 434 $354K
Tennessee Valley Asset Management Partners 0.06% Add +0.2% 434 $354K
Syntegra Private Wealth Group, LLC 0.04% Reduce -1.1% 433 $354K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 433 $353K
Stevens Capital Management LP 0.05% Add +112.4% 427 $348K
Wealth Alliance Advisory Group, LLC 0.07% Add +6.3% 425 $347K
One Charles Private Wealth Services, LLC 0.13% Reduce -2.8% 424 $346K
Braun-Bostich & Associates Inc. 0.24% Reduce -0.9% 422 $344K
Ignite Planners, LLC 0.08% Reduce -5.4% 421 $344K
Retirement Income Solutions, Inc. 0.08% Reduce -10.1% 420 $343K
Client 1ST Advisory Group, LLC 0.14% Reduce -22.1% 419 $342K
Horizon Family Wealth, Inc. 0.24% Add +1.0% 418 $341K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -28.8% 415 $339K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.7% 415 $339K
Capital Advisors, Ltd. LLC 0.04% Add +1.7% 412 $336K
Florida Trust Wealth Management Co 0.01% No change 411 $335K
Magnus Financial Group LLC 0.03% New 411 $335K
JGP Wealth Management, LLC 0.04% Reduce -1.0% 410 $335K
Stephens Inc. 0.00% Reduce -98.3% 410 $334K
Rathbones Group PLC 0.00% Add +4.1% 409 $334K
Full Sail Capital, LLC 0.02% Add +0.7% 406 $331K
Enterprise Financial Services Corp 0.19% Add +0.5% 405 $331K
Insight Advisors, LLC/ PA 0.06% Reduce -1.7% 403 $329K
Cromwell Holdings LLC 0.21% No change 402 $329K
Investment Partners Asset Management, Inc. 0.27% No change 402 $328K
CFS Investment Advisory Services, LLC 0.03% Reduce -44.9% 402 $328K
Osborne Partners Capital Management, LLC 0.02% Reduce -12.1% 400 $327K
Alta Advisers Ltd 0.15% No change 400 $326K
James Investment Research, Inc. 0.04% No change 400 $326K
AlphaMark Advisors, LLC 0.11% Add +8.1% 400 $326K
Grassi Investment Management 0.03% No change 400 $326K
Optas, LLC 0.07% Add +3.9% 398 $325K
Simmons Bank 0.02% Add +0.8% 398 $325K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.8% 392 $320K
Y.D. More Investments Ltd 0.03% No change 390 $318K
Verity & Verity, LLC 0.03% Add +13.0% 390 $318K
Ramirez Asset Management, Inc. 0.06% Add +8.4% 388 $317K
U.S. Capital Wealth Advisors, LLC 0.01% Add +14.9% 385 $314K
Grove Bank & Trust 0.05% Reduce -37.8% 383 $313K
WoodTrust Financial Corp 0.04% Reduce -5.0% 382 $312K
Premier Path Wealth Partners, LLC 0.05% Reduce -9.3% 380 $310K
Great Diamond Partners, LLC 0.08% Reduce -28.4% 380 $310K
Fortem Financial Group, LLC 0.13% Reduce -4.5% 380 $310K
Symphony Financial, Ltd. Co. 0.05% Reduce -16.1% 375 $309K
Roberts Glore & Co. Inc. 0.09% Reduce -3.3% 378 $308K
Formidable Asset Management, LLC 0.05% New 378 $308K
Kendall Capital Management 0.10% Reduce -2.6% 377 $308K
ICONIQ Capital, LLC 0.01% New 375 $306K
Williams & Novak, LLC 0.29% No change 375 $306K
Destiny Wealth Partners, LLC 0.05% No change 375 $306K
Concourse Financial Group Securities, Inc. 0.02% Reduce -13.7% 372 $304K
Eisler Capital (UK) Ltd. 0.07% New 3,668 $299K
Savvy Advisors, Inc. 0.06% Add +58.3% 364 $297K
Independent Solutions Wealth Management, LLC 0.07% Add +5.2% 363 $296K
Phoenix Financial Ltd. 0.00% Reduce -73.3% 362 $296K
Zions Bancorporation, N.A. 0.02% Reduce -7.2% 362 $295K
Stillwater Capital Advisors, LLC 0.04% New 361 $294K
Equitable Holdings, Inc. 0.00% Reduce -15.1% 359 $293K
Walker Asset Management, LLC 0.18% No change 357 $291K
Jump Financial, LLC 0.01% Reduce -93.7% 357 $291K
Oxford Wealth Group, LLC 0.24% Reduce -21.1% 355 $290K
Consilium Wealth Advisory, LLC 0.16% No change 354 $289K
Indie Asset Partners, LLC 0.21% No change 351 $287K
Central Pacific Bank - Trust Division 0.04% Reduce -67.2% 351 $286K
Stock Yards Bank & Trust Co. 0.01% Add +11.1% 351 $286K
Zhang Financial LLC 0.02% Reduce -4.6% 350 $286K
Five Oceans Advisors 0.14% Reduce -2.8% 350 $286K
Townsend & Associates, Inc 0.03% Add +899.7% 3,919 $286K
Sittner & Nelson, LLC 0.13% Add +6.1% 348 $284K
Capstone Financial Advisors, Inc. 0.02% Add +0.3% 348 $284K
Coastal Bridge Advisors, LLC 0.07% No change 347 $283K
Horizon Investments, LLC 0.01% Add +6.4% 3,415 $279K
CYBER HORNET ETFs LLC 0.28% No change 341 $278K
Journey Advisory Group, LLC 0.03% Reduce -3.7% 261 $278K
Brass Tax Wealth Management, Inc. 0.06% Add +1.2% 340 $277K
Northstar Group, Inc. 0.05% No change 340 $277K
Keynote Financial Services LLC 0.21% No change 339 $277K
QCM Cayman, Ltd. 7.57% Add +14.6% 337 $275K
Bluespring Wealth Management, LLC 0.03% Reduce -1.5% 336 $275K
Inscription Capital, LLC 0.04% Add +21.9% 334 $273K
Dock Street Asset Management Inc. 0.04% No change 333 $272K
Parsons Capital Management Inc. 0.02% Reduce -17.5% 331 $270K
Blume Capital Management, Inc. 0.06% No change 330 $269K
Poehling Capital Management, INC. 0.07% No change 330 $269K
Silvercrest Asset Management Group LLC 0.00% Add +16.2% 330 $269K
Wealthquest Corp 0.02% No change 337 $269K
Thrive Wealth Management, LLC 0.05% Reduce -18.6% 329 $268K
Addison Advisors LLC 0.07% Add +12.0% 327 $267K
Qsemble Capital Management, LP 0.05% New 327 $267K
Debussy Capital Management LP 0.08% No change 324 $264K
Lester Murray Antman dba SimplyRich 0.07% No change 324 $264K
Apella Capital, LLC 0.01% Add +938.9% 3,283 $262K
Smith Thornton Advisors LLC 0.17% No change 320 $261K
Farmers Trust Co. 0.05% No change 318 $260K
Moss Adams Wealth Advisors LLC 0.03% Reduce -1.6% 312 $255K
Relyea Zuckerberg Hanson LLC 0.04% Add +11.8% 312 $255K
Confluence Wealth Services, Inc. 0.02% Add +43.5% 310 $253K
Westmount Partners, LLC 0.08% Reduce -0.6% 310 $253K
Stonehearth Capital Management, LLC 0.10% Reduce -2.5% 309 $252K
Main Street Financial Solutions, LLC 0.02% Reduce -55.3% 309 $252K
Dynamic Wealth Strategies, LLC 0.21% Add +5.8% 309 $252K
Forum Financial Management, LP 0.00% Reduce -3.8% 308 $251K
Wesbanco Bank Inc. 0.01% Reduce -2.2% 306 $250K
First Hawaiian Bank 0.01% Reduce -36.1% 306 $250K
C M Bidwell & Associates Ltd. 0.15% Reduce -2.5% 306 $250K
Element Wealth, LLC 0.13% No change 302 $247K
Sound Income Strategies, LLC 0.02% Add +65.9% 302 $246K
Northside Capital Management, LLC 0.04% No change 301 $246K
Canandaigua National Bank & Trust Co. 0.02% No change 301 $246K
Virtus Investment Advisers, LLC 0.20% New 300 $245K
Essex Bank 0.06% No change 299 $244K
Canandaigua National Trust Co of Florida 0.21% — 298 $243K
Traynor Capital Management, Inc. 0.02% Reduce -9.7% 297 $243K
First Interstate Bank 0.01% Add +0.7% 297 $242K
Concorde Asset Management, LLC 0.14% New 296 $242K
Money Concepts Capital Corp. 0.02% Add +2.1% 295 $241K
Signature Wealth Management Group 0.10% Reduce -3.0% 294 $240K
Welch Group, LLC 0.01% Add +38.0% 294 $240K
Cooper Financial Group 0.03% Add +0.3% 294 $240K
Milestone Resources Group Ltd 0.01% Add +43.8% 289 $236K
American National Bank & Trust 0.03% Add +34.0% 288 $235K
UMB Bank, n.a. 0.00% Reduce -8.9% 288 $235K
Quantum Financial Advisors, LLC 0.04% No change 287 $234K
DHK Financial Advisors, Inc. 0.14% Reduce -2.1% 285 $233K
Csenge Advisory Group 0.01% Add +803.9% 2,811 $233K
Wolff Wiese Magana LLC 0.16% Add +1.1% 285 $232K
Barrett & Company, Inc. 0.10% No change 284 $232K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -51.8% 283 $231K
Convergence Investment Partners, LLC 0.06% Reduce -2.1% 283 $231K
Watts Gwilliam & Co., LLC 0.05% — 2,828 $229K
Brickley Wealth Management 0.05% Reduce -0.4% 280 $229K
Chesley Taft & Associates LLC 0.01% No change 280 $229K
Asset Dedication, LLC 0.02% Add +469.4% 279 $228K
One Wealth Advisors, LLC 0.03% No change 278 $228K
Ancora Advisors LLC 0.01% Reduce -19.9% 278 $227K
Corton Capital Inc. 0.11% New 277 $226K
Lazari Capital Management, Inc. 0.10% Add +1.1% 277 $226K
Destination Wealth Management 0.01% Add +3.8% 277 $226K
LexAurum Advisors, LLC 0.05% No change 276 $225K
Cornerstone Wealth Group, LLC 0.02% Add +2.2% 275 $225K
Callahan Advisors, LLC 0.02% Add +0.4% 273 $222K
Detalus Advisors, LLC 0.07% Reduce -2.9% 272 $222K
New Century Financial Group, LLC 0.08% Reduce -19.3% 272 $222K
World Investment Advisors 0.01% Add +7.5% 271 $221K
CWC Advisors, LLC. 0.22% — 270 $220K
Pinnacle Financial Partners Inc 0.00% Reduce -35.9% 270 $220K
Mosley Wealth Management 0.15% New 3,023 $220K
Dynamic Technology Lab Private Ltd 0.02% New 270 $220K
Carnegie Investment Counsel 0.01% Add +10.7% 269 $220K
Country Club Bank 0.01% No change 265 $219K
Crestmont Private Wealth LLC 0.10% Add +20.2% 268 $219K
Drive Wealth Management, LLC 0.06% Add +3.1% 267 $218K
Monterey Private Wealth, Inc. 0.07% Reduce -0.4% 266 $217K
West Oak Capital, LLC 0.11% No change 265 $216K
Grandfield & Dodd, LLC 0.01% Reduce -8.6% 265 $216K
Greenwich Wealth Management LLC 0.01% Add +8.6% 265 $216K
Field & Main Bank 0.08% Reduce -1.1% 264 $215K
Counterpoint Mutual Funds LLC 0.04% New 262 $214K
Bensler, LLC 0.03% No change 262 $214K
New Hampshire Trust 0.05% Add +2.8% 261 $213K
Hudock, Inc. 0.04% Add +6.6% 259 $212K
West Bancorporation Inc. 0.14% Add +24.5% 259 $211K
Oppenheimer Asset Management Inc. 0.00% Reduce -85.8% 259 $211K
1858 Wealth Management, LLC 0.17% Add +1.2% 257 $210K
Berger Financial Group, Inc 0.02% Add +5.8% 257 $209K
First Trust Investment Solutions L.P. 0.02% Reduce -10.9% 254 $207K
Keystone Wealth Services, LLC 0.06% Reduce -6.3% 252 $205K
Affinity Capital Advisors, LLC 0.04% No change 250 $204K
First Horizon Advisors, Inc. 0.01% Reduce -29.4% 250 $204K
McCarter Private Wealth Services LLC 0.13% — 250 $204K
Heritage Wealth Management, Inc. 0.07% Reduce -1.6% 250 $204K
Enterprise Bank & Trust Co 0.07% No change 250 $204K
49 Wealth Management, LLC 0.03% Reduce -0.8% 250 $204K
First County Bank 0.10% Add +10.7% 249 $203K
Jacobsen Capital Management 0.09% Add +4.2% 249 $203K
Insight Wealth Partners, LLC 0.12% New 247 $202K
Sunflower Bank, N.A. 0.06% New 247 $202K
Tucker Asset Management LLC 0.05% Add +0.8% 247 $202K
Fort, L.P. 0.51% Reduce -28.3% 246 $201K
Winch Advisory Services, LLC 0.06% No change 246 $201K
Logan Capital Management Inc. 0.01% No change 235 $192K
Evermay Wealth Management LLC 0.03% No change 234 $191K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +13.2% 215 $175K
Armstrong Advisory Group, Inc. 0.01% Add +28.7% 211 $172K
Independence Bank of Kentucky 0.04% Reduce -4.5% 210 $171K
Bartlett & Co. Wealth Management LLC 0.00% No change 206 $169K
Voisard Asset Management Group, Inc. 0.07% Add +1.5% 200 $163K
Paradigm Asset Management Co. LLC 0.04% No change 200 $163K
Carmignac Gestion 0.00% New 200 $163K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +2400.0% 200 $163K
Geneos Wealth Management Inc. 0.01% Add +219.3% 198 $162K
Austin Private Wealth, LLC 0.02% Add +0.5% 193 $158K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -4.9% 193 $157K
Delta Asset Management LLC 0.01% Reduce -1.1% 177 $144K
General Partner, Inc. 0.09% No change 174 $142K
Washington Trust Advisors, Inc. 0.01% Reduce -0.6% 174 $141K
First Command Advisory Services, Inc. 0.00% No change 170 $139K
Coston, McIsaac & Partners 0.04% No change 167 $136K
First Pacific Financial 0.03% No change 164 $134K
Promethos Capital, LLC 0.05% No change 155 $126K
FinTrust Capital Advisors, LLC 0.02% No change 152 $124K
Jupiter Wealth Management LLC 0.06% No change 150 $122K
WASHINGTON TRUST Co 0.00% No change 150 $122K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 147 $120K
NBT Bank, N.A. 0.01% Reduce -7.0% 145 $118K
Compass Wealth Management LLC 0.03% No change 141 $115K
Arlington Trust Co LLC 0.02% No change 137 $112K
Hemington Wealth Management 0.03% New 1,499 $111K
City State Bank 0.04% No change 134 $109K
ORG Partners LLC 0.02% Add +114.8% 131 $107K
Catalyst Capital Advisors LLC 0.00% Add +4.9% 129 $105K
Union Savings Bank 0.05% No change 125 $102K
GW&K Investment Management, LLC 0.00% Add +7.8% 125 $102K
Ashton Thomas Securities, LLC 0.02% New 121 $99K
Byrne Asset Management LLC 0.07% No change 116 $95K
Atticus Wealth Management, LLC 0.03% No change 116 $95K
Riverview Trust Co 0.08% Add +1.8% 111 $91K
Archer Investment Corp 0.02% No change 109 $89K
Covestor Ltd 0.05% Reduce -75.0% 105 $86K
Cassady Schiller Wealth Management, LLC 0.03% Add +1.0% 105 $85K
JFS Wealth Advisors, LLC 0.01% Reduce -3.7% 103 $84K
Centerpoint Advisors, LLC 0.03% No change 100 $82K
Toth Financial Advisory Corp. 0.01% No change 100 $82K
Beacon Capital Management, LLC 0.01% Add +11.5% 97 $79K
Eagle Bay Advisors LLC 0.03% Reduce -1.0% 95 $78K
Abound Wealth Management 0.03% Add +22.7% 92 $75K
Sandy Spring Bank 0.00% Reduce -16.4% 92 $75K
Baldwin Wealth Partners LLC 0.01% No change 91 $74K
Raleigh Capital Management Inc. 0.03% Reduce -2.2% 88 $72K
WFA Asset Management Corp 0.04% No change 87 $71K
DT Investment Partners, LLC 0.01% Add +26.5% 86 $70K
Crewe Advisors LLC 0.01% No change 84 $69K
Quarry LP 0.02% Reduce -5.7% 83 $68K
Brown, Lisle/Cummings, Inc. 0.02% No change 80 $65K
FSA Wealth Management LLC 0.03% — 80 $65K
Perkins Coie Trust Co 0.01% No change 79 $64K
First United Bank & Trust 0.02% No change 78 $64K
Rakuten Securities, Inc. 0.03% Add +113.9% 77 $63K
West Branch Capital LLC 0.02% New 69 $56K
Valued Wealth Advisors LLC 0.04% Reduce -22.7% 68 $56K
Creative Financial Designs Inc. 0.00% Reduce -18.3% 67 $55K
Arax Advisory Partners 0.00% Add +42.5% 67 $55K
Lanark Financial, Inc. 0.00% Add +15.5% 67 $54K
Hoey Investments, Inc. 0.01% No change 50 $53K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 60 $49K
Flaharty Asset Management, LLC 0.01% New 60 $49K
Tradewinds, LLC. 0.01% New 59 $48K
Fourpath Capital Management, LLC 0.01% New 57 $47K
Coppell Advisory Solutions LLC 0.01% Reduce -21.4% 55 $45K
Cranbrook Wealth Management, LLC 0.01% No change 55 $45K
Bangor Savings Bank 0.00% Add +1000.0% 55 $45K
Hazlett, Burt & Watson, Inc. 0.02% Add +390.9% 54 $44K
Tradewinds Capital Management, LLC 0.01% No change 50 $41K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 46 $38K
Key Financial Inc 0.01% Add +9.5% 46 $38K
Avalon Trust Co 0.00% No change 46 $38K
Citizens National Bank Trust Department 0.01% No change 45 $37K
GHP Investment Advisors, Inc. 0.00% No change 45 $37K
DSM Capital Partners LLC 0.00% No change 44 $36K
Activest Wealth Management 0.01% Add +633.3% 44 $36K
Stephens Consulting, LLC 0.01% No change 43 $35K
Peterson Wealth Services 0.01% New 43 $35K
Mfa Wealth Advisors, LLC 0.01% No change 42 $34K
Bell Investment Advisors, Inc 0.01% No change 41 $33K
TFC Financial Management, Inc. 0.01% Add +41.4% 41 $33K
Partnership Wealth Management, LLC 0.02% No change 40 $33K
Country Trust Bank 0.00% No change 40 $33K
Adirondack Trust Co. 0.01% Reduce -33.9% 39 $32K
Hobbs Group Advisors, LLC 0.01% No change 38 $31K
True Wealth Design, LLC 0.01% Add +12.1% 37 $30K
Sachetta, LLC 0.01% Add +5.9% 36 $29K
Financial Perspectives, Inc 0.01% No change 34 $28K
Gladius Capital Management LP 0.02% New 33 $27K
Clearstead Trust, LLC 0.01% No change 33 $27K
JNBA Financial Advisors 0.00% No change 30 $24K
SouthState Bank Corp 0.00% Reduce -73.2% 29 $24K
Itau Unibanco Holding S.A. 0.00% Add +222.2% 29 $24K
Private Wealth Management Group, LLC 0.01% Reduce -3.5% 28 $23K
Dunhill Financial, LLC 0.01% Add +100.0% 26 $21K
Bollard Group LLC 0.00% No change 26 $21K
Prestige Wealth Management Group LLC 0.00% No change 25 $20K
MCF Advisors LLC 0.00% No change 25 $20K
REAP Financial Group, LLC 0.01% New 25 $20K
Birchbrook, Inc. 0.01% No change 21 $17K
Carmichael Hill & Associates, Inc. 0.01% Add +33.3% 20 $16K
Towne Trust Company, N.A 0.01% No change 20 $16K
Missouri Trust & Investment Co 0.01% No change 20 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $16K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +18.8% 19 $16K
Northwest Capital Management Inc 0.01% No change 18 $15K
Stuart Chaussee & Associates, Inc. 0.00% No change 18 $15K
SJS Investment Consulting Inc. 0.00% Reduce -73.4% 17 $14K
Global Wealth Strategies & Associates 0.00% No change 17 $14K
Motco 0.00% No change 16 $13K
Godsey & Gibb, Inc. 0.00% New 15 $12K
Fortis Group Advisors, LLC 0.00% No change 15 $12K
City Holding Co. 0.00% No change 15 $12K
WealthCollab, LLC 0.01% No change 14 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 13 $11K
Tortoise Investment Management, LLC 0.00% No change 13 $11K
Davidson Capital Management Inc. 0.00% Reduce -99.6% 12 $10K
Pinnacle Bancorp, Inc. 0.00% No change 11 $9K
Beaird Harris Wealth Management, LLC 0.00% Reduce -89.9% 11 $9K
Legacy Bridge, LLC 0.00% No change 10 $8K
First Financial Corp. 0.00% No change 10 $8K
Berkshire Capital Holdings Inc. 0.00% Reduce -99.9% 10 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 10 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 10 $8K
Creekmur Asset Management LLC 0.00% No change 10 $8K
Peoples Bank 0.01% No change 10 $8K
Piscataqua Savings Bank 0.01% New 9 $7K
Planning Capital Management Corp 0.00% Reduce -66.7% 8 $7K
Hilltop National Bank 0.00% New 8 $7K
First Personal Financial Services 0.00% New 8 $7K
Arcadia Investment Management Corp. 0.00% New 8 $7K
Avion Wealth 0.00% Reduce -20.0% 8 $6K
Legend Financial Advisors, Inc. 0.00% No change 7 $6K
Hartford Financial Management Inc. 0.00% Reduce -92.9% 7 $6K
Peterson Financial Group, Inc. 0.02% New 6 $5K
Capital Analysts, LLC 0.00% No change 6 $5K
Frazier Financial Advisors, LLC 0.00% Reduce -40.0% 6 $5K
Pacific Center for Financial Services 0.00% No change 6 $5K
Ruedi Wealth Management, Inc. 0.00% Reduce -50.0% 6 $5K
Hoese & Co LLP 0.00% No change 5 $4K
ESL Trust Services, LLC 0.00% No change 5 $4K
Coastline Trust Co 0.00% New 5 $4K
Foster Dykema Cabot & Partners, LLC 0.00% New 4 $3K
Riggs Asset Managment Co. Inc. 0.00% Add +100.0% 4 $3K
Trifecta Capital Advisors, LLC 0.00% No change 4 $3K
Claris Advisors, LLC / Mo / 0.00% New 3 $2K
Reston Wealth Management LLC 0.00% New 3 $2K
Horrell Capital Management, Inc. 0.00% No change 2 $2K
Macroview Investment Management LLC 0.00% Reduce -77.8% 2 $2K
Financial Network Wealth Advisors LLC 0.00% Add +100.0% 2 $2K
Financial Avengers, Inc. 0.00% New 2 $2K
BOK Financial Private Wealth, Inc. 0.00% New 1 $823
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $817
Horizon Financial Services, LLC 0.00% No change 1 $816
WestEnd Advisors, LLC 0.00% No change 1 $816
Annapolis Financial Services, LLC 0.00% New 1 $637
PayPay Securities Corp 0.01% Reduce -71.4% 2 $163

"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.