Lam ResearchLRCX

13F holders, Q4 2024 (December 31)
1,607holders +1,475
325new positions
9sold out
17famous investors
$72.31avg. 13F price*

At the end of Q4 2024, 1,607 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 1,475 from Q3 2024. 325 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($9.1B), Vanguard Group Inc. ($8.7B) and State Street Corp. ($4.3B). 17 famous investors held it, including Jeremy Grantham (1.9% of GMO's portfolio), David Tepper (1.4% of Appaloosa's portfolio) and Chase Coleman (1.1% of Tiger Global Management's portfolio).

Company
Lam Research Corp.
Sector
Technology
CUSIP
512807306
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 132Q3 2024Q4 2024: 1,607Q4 2024Q1 2025: 1,758Q1 2025Q2 2025: 1,844Q2 2025Q3 2025: 2,077Q3 2025Q4 2025: 2,362Q4 2025Q1 2026: 2,620Q1 2026Q2 2026: 3,116Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions325$4.7B
Exits9$18.9M

All 13F filers, Q3 2024 → Q4 2024: 156,390,286 shares bought and 239,024,146 shares sold, net −82,633,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,607 holders

BlackRock, Inc. 0.18% Reduce -0.3% 125,476,311 $9.1B
Vanguard Group Inc. 0.15% Reduce -0.7% 120,787,727 $8.7B
State Street Corp. 0.17% Add +0.3% 59,017,578 $4.3B
FMR LLC 0.17% Add +13.3% 40,031,194 $2.9B
Ameriprise Financial Inc. 0.64% Add +5.0% 34,543,915 $2.5B
Geode Capital Management, LLC 0.18% Add +0.7% 31,428,010 $2.3B
JPMorgan Chase & Co. 0.16% Reduce -35.6% 27,443,281 $2.0B
Norges Bank 0.22% Add +11.0% 23,005,290 $1.7B
Morgan Stanley 0.11% Add +1.3% 21,306,226 $1.5B
Fisher Asset Management 0.53% Reduce -0.7% 18,578,181 $1.3B
Invesco Ltd. 0.23% Add +0.9% 16,858,135 $1.2B
Northern Trust Corp. 0.16% Add +16.7% 15,869,244 $1.1B
Amundi 0.34% Add +670.2% 12,945,172 $990.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% Add +548.4% 13,574,691 $980.5M
Bank of New York Mellon Corp 0.16% Reduce -4.0% 11,786,808 $851.4M
Janus Henderson Group PLC 0.40% New 10,967,975 $792.2M
Legal & General Group Plc 0.20% Reduce -2.4% 10,437,073 $753.9M
UBS Group AG 0.16% Add +31.5% 9,944,218 $718.3M
Charles Schwab Investment Management Inc. 0.11% Add +3.1% 8,482,429 $612.7M
GMO 1.90% No change 8,097,665 $584.9M
Bank of America Corp. 0.05% Reduce -35.9% 8,086,472 $584.1M
Pictet Asset Management Holding SA 0.61% Add +11.0% 7,872,549 $568.6M
Goldman Sachs Group Inc. 0.11% Reduce -37.5% 7,600,587 $549.0M
FIL Ltd 0.50% Add +552.0% 7,440,028 $537.4M
Barclays PLC 0.25% Add +4.7% 6,942,222 $501.4M
Dimensional Fund Advisors LP 0.12% Add +3.4% 6,671,386 $481.9M
Alkeon Capital Management LLC 2.70% Add +45.8% 6,458,720 $466.5M
Nuveen Asset Management, LLC 0.13% Reduce -48.3% 6,317,540 $456.3M
Franklin Resources Inc. 0.13% New 6,269,236 $452.8M
Deutsche Bank AG 0.17% Add +54.7% 6,121,504 $442.2M
Massachusetts Financial Services Co. 0.14% Reduce -37.8% 6,088,085 $439.7M
First Trust Advisors LP 0.39% Add +0.2% 6,069,678 $438.4M
Wells Fargo & Company 0.10% Reduce -6.4% 5,844,947 $422.2M
BNP Paribas Financial Markets 0.31% New 5,508,476 $397.9M
Citigroup Inc. 0.37% Reduce -8.3% 5,275,697 $381.1M
Artisan Partners Limited Partnership 0.58% New 5,191,653 $375.0M
Royal Bank of Canada 0.07% Reduce -10.0% 4,793,695 $346.2M
Winslow Capital Management, LLC 1.23% Reduce -3.6% 4,777,663 $345.1M
Jacobs Levy Equity Management, Inc. 1.20% Add +387.1% 4,690,605 $338.8M
Van Eck Associates Corp. 0.42% Reduce -97.2% 4,500,141 $325.0M
HSBC Holdings PLC 0.20% Add +737.6% 4,482,410 $323.6M
Rafferty Asset Management, LLC 1.12% Reduce -9.6% 4,391,132 $317.2M
Coatue Management 0.98% No change 4,046,370 $292.3M
Tiger Global Management 1.08% Add +12.1% 3,957,700 $285.9M
Two Sigma Advisers, LP 0.65% Add +13.6% 3,885,300 $280.6M
Allianz Asset Management GmbH 0.40% Add +1.3% 3,801,868 $274.6M
Swiss National Bank 0.18% Reduce -5.7% 3,661,500 $264.5M
D. E. Shaw & Co. 0.30% New 3,525,438 $254.6M
William Blair Investment Management, LLC 0.60% Add +10.2% 3,410,320 $246.3M
Bank of Nova Scotia 0.43% Add +509.1% 3,390,249 $244.9M
Capital Research Global Investors 0.05% New 3,334,118 $240.8M
Alliancebernstein L.P. 0.08% Add +11.8% 3,172,369 $229.1M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -7.3% 3,160,523 $228.3M
Citadel Advisors 0.21% Add +150.8% 3,119,760 $225.3M
PNC Financial Services Group, Inc. 0.15% Reduce -1.2% 3,086,571 $222.9M
Swedbank AB 0.27% Add +58.9% 3,069,002 $221.7M
National Pension Service 0.21% New 3,034,748 $219.2M
T. Rowe Price Associates Inc. 0.02% Reduce -59.5% 2,874,358 $207.6M
Envestnet Asset Management Inc. 0.07% New 2,870,330 $207.4M
Two Sigma Investments, LP 0.49% Add +7.2% 2,809,026 $202.9M
Oaktop Capital Management Ii, L.P. 24.28% No change 2,691,460 $194.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.47% Add +39.4% 2,635,098 $190.3M
Principal Financial Group Inc. 0.10% Add +5.0% 2,625,490 $189.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +8.7% 2,509,261 $188.5M
TD Asset Management Inc 0.17% New 2,581,912 $186.5M
Rhumbline Advisers 0.16% Reduce -2.4% 2,538,109 $183.3M
Bridgewater Associates 0.84% Reduce -8.2% 2,533,399 $183.0M
Cincinnati Insurance Co. 3.18% No change 2,492,110 $180.0M
Assenagon Asset Management S.A. 0.32% New 2,431,841 $175.7M
Millennium Management 0.16% Add +11.1% 2,429,042 $175.4M
Mackenzie Financial Corp. 0.23% Add +3.3% 2,347,536 $169.6M
Panagora Asset Management Inc. 0.76% Reduce -2.8% 2,270,977 $164.0M
National Bank of Canada 0.20% Add +20.3% 2,156,852 $155.8M
Woodline Partners LP 1.05% Add +287.9% 2,152,450 $155.5M
California Public Employees Retirement System 0.10% Reduce -6.6% 2,142,455 $154.7M
Prudential Financial Inc. 0.21% Add +29.8% 2,103,049 $151.9M
California State Teachers Retirement System 0.17% Reduce -2.9% 2,064,912 $149.1M
Blue Whale Capital LLP 11.06% Add +109.1% 2,060,945 $148.9M
Russell Investments Group, Ltd. 0.21% Add +24.1% 2,058,641 $148.7M
Corient Private Wealth LP 0.25% Add +13.9% 2,050,849 $148.1M
ProShare Advisors LLC 0.33% Add +16.1% 1,999,969 $144.5M
Wellington Management Group LLP 0.03% Add +725.6% 1,991,718 $143.9M
Bank Julius Baer & Co. Ltd, Zurich 0.44% Add +7.7% 1,815,817 $141.3M
Natixis 0.96% Add +48.8% 1,951,306 $140.9M
Qube Research & Technologies Ltd 0.23% Reduce -63.6% 1,942,876 $140.3M
Victory Capital Management Inc. 0.14% Add +40.4% 1,932,303 $139.6M
Heard Capital LLC 8.00% Add +7.7% 1,862,760 $134.5M
Employees Provident Fund Board 1.66% Add +135.0% 1,845,978 $133.3M
Agf Management Ltd. 0.64% Reduce -7.7% 1,756,675 $126.9M
Epoch Investment Partners, Inc. 0.61% Add +4.2% 1,732,131 $125.1M
Man Group plc 0.37% Reduce -16.5% 1,656,854 $119.7M
Manufacturers Life Insurance Company, The 0.10% Add +32.1% 1,642,612 $118.6M
Canada Pension Plan Investment Board 0.11% Reduce -0.7% 1,621,656 $117.1M
Balyasny Asset Management L.P. 0.28% Add +635.2% 1,613,461 $116.5M
New York State Common Retirement Fund 0.15% Reduce -1.7% 1,590,810 $114.9M
Sei Investments Co. 0.14% Reduce -2.0% 1,484,793 $107.2M
Raymond James Financial Inc. 0.04% — 1,480,887 $107.0M
Voloridge Investment Management, LLC 0.37% Add +19.5% 1,449,196 $104.7M
Susquehanna International Group, LLP 0.15% Add +196.9% 1,385,903 $100.1M
Adage Capital Partners Gp, L.L.C. 0.17% Reduce -0.7% 1,381,120 $99.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% — 1,380,418 $99.7M
KBC Group NV 0.27% Add +0.5% 1,371,062 $99.0M
Bank of Montreal 0.05% Reduce -47.5% 1,333,535 $96.3M
Neuberger Berman Group LLC 0.08% Reduce -29.4% 1,315,469 $95.0M
Aberdeen Group plc 0.18% Reduce -6.4% 1,315,038 $94.7M
American Century Companies Inc. 0.05% Add +19.4% 1,306,829 $94.4M
Mirae Asset Global Investments Co., Ltd. 0.37% Reduce -1.1% 1,248,082 $91.5M
Squarepoint Ops LLC 0.24% Add +42.0% 1,263,715 $91.3M
Westfield Capital Management Co. LP 0.40% New 1,256,870 $90.8M
Appaloosa 1.40% Add +25.0% 1,250,000 $90.3M
Jane Street Group, LLC 0.14% Add +140.3% 1,234,512 $89.2M
Capital Fund Management S.A. 0.87% Add +39.8% 1,212,305 $87.6M
ING Groep NV 0.59% Add +89.1% 1,211,971 $87.5M
Erste Asset Management GmbH 1.07% Add +2.4% 1,200,654 $87.3M
Captrust Financial Advisors 0.24% Add +2.5% 1,159,951 $83.8M
HM Payson & Co. 1.40% Add +3.5% 1,146,277 $82.8M
Homestead Advisers Corp 1.97% Add +3.9% 1,131,800 $81.7M
Worldquant Millennium Advisors LLC 0.53% Reduce -47.5% 1,130,015 $81.6M
LPL Financial LLC 0.03% Add +8.7% 1,104,427 $79.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +1.8% 1,085,791 $78.4M
Korea Investment CORP 0.18% Reduce -14.4% 1,026,610 $74.2M
New York State Teachers Retirement System 0.16% Reduce -7.0% 1,023,768 $73.9M
Credit Agricole S A 0.23% New 954,326 $68.9M
NZS Capital, LLC 2.91% Reduce -0.3% 946,373 $68.4M
Robeco Institutional Asset Management B.V. 0.13% Reduce -12.0% 943,240 $68.1M
Danske Bank A/S 0.20% Reduce -6.6% 940,156 $67.9M
Mariner, LLC 0.11% Add +0.3% 927,657 $67.0M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -0.3% 922,363 $66.6M
Glenmede Trust Co. NA 0.32% Add +139.1% 880,866 $63.6M
Jennison Associates LLC 0.04% Reduce -63.2% 876,167 $63.3M
Aviva PLC 0.16% Reduce -1.9% 862,455 $62.3M
Guggenheim Capital LLC 0.51% Reduce -4.0% 854,100 $61.7M
Parnassus Investments, LLC 0.14% Add +27.9% 847,483 $61.2M
Associated Banc-Corp 1.81% Reduce -1.9% 832,470 $60.1M
State of Wisconsin Investment Board 0.15% Reduce -0.3% 822,423 $59.4M
Focus Partners Wealth 0.15% Add +197.2% 812,455 $58.7M
Storebrand Asset Management As 0.17% Reduce -19.7% 756,621 $54.7M
APG Asset Management N.V. 0.15% New 781,684 $54.5M
Crosslink Capital Inc. 7.28% Add +31.4% 724,830 $52.4M
Marex Group Ltd 0.88% Reduce -28.5% 717,336 $51.8M
HighTower Advisors, LLC 0.07% New 699,982 $50.6M
Pinebridge Investments, L.P. 0.38% Add +6.5% 697,769 $50.4M
Twinbeech Capital LP 0.86% Add +6166.5% 696,209 $50.3M
Maverick Capital 0.90% Add +150.2% 693,815 $50.1M
Teacher Retirement System of Texas 0.18% Add +36.9% 689,738 $49.8M
Candriam S.C.A. 0.29% New 685,631 $49.5M
Chevy Chase Trust Holdings, LLC 0.15% New 683,680 $49.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Reduce -15.8% 671,873 $48.5M
Royal London Asset Management Ltd. 0.12% Add +2.0% 665,651 $48.1M
Skandinaviska Enskilda Banken AB (publ) 0.22% Add +6.2% 666,070 $48.1M
Ensign Peak Advisors, Inc 0.08% Reduce -0.7% 648,058 $46.8M
KLP Kapitalforvaltning As 0.22% — 637,980 $46.2M
Stifel Financial Corp. 0.05% Reduce -0.5% 636,359 $46.0M
Lord, Abbett & Co. LLC 0.15% No change 634,745 $45.8M
Andra AP-fonden 0.73% New 633,400 $45.8M
Voya Investment Management LLC 0.06% Reduce -48.7% 632,321 $45.7M
Northwestern Mutual Wealth Management Co. 0.04% Add +25.7% 628,710 $45.4M
Vaughan David Investments LLC 1.07% Add +0.7% 625,689 $45.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +10.8% 622,188 $44.9M
Treasurer of the State of North Carolina 0.17% Reduce -0.6% 618,759 $44.7M
Handelsbanken Fonder AB 0.17% Add +8.5% 605,369 $43.7M
Pinnacle Associates Ltd. 0.58% Reduce -23.7% 594,425 $42.9M
Los Angeles Capital Management LLC 0.17% Reduce -43.0% 591,705 $42.7M
Healthcare of Ontario Pension Plan Trust Fund 0.09% New 589,285 $42.6M
Public Employees Retirement System of Ohio 0.15% New 584,918 $42.2M
STRS Ohio 0.17% Reduce -6.0% 578,987 $41.8M
Nomura Asset Management Co. Ltd. 0.13% Add +2001.4% 578,510 $41.8M
Trexquant Investment LP 0.48% Add +292.4% 573,804 $41.4M
Ceredex Value Advisors LLC 0.82% New 562,176 $40.6M
Eventide Asset Management, LLC 0.74% Reduce -35.9% 561,210 $40.5M
AQR Capital Management 0.05% Reduce -53.0% 555,062 $40.1M
AXA S.A. 0.12% Add +43.8% 552,232 $39.9M
SG Americas Securities, LLC 0.17% Add +4968.4% 545,871 $39.4M
Baird Financial Group, Inc. 0.07% Add +6.1% 543,080 $39.2M
Skye Global Management LP 0.82% New 542,000 $39.1M
Natixis Advisors, LLC 0.07% Reduce -11.1% 532,338 $38.5M
Walleye Capital LLC 0.40% New 529,640 $38.3M
Federated Hermes, Inc. 0.08% Add +27.1% 528,520 $38.2M
Mn Services Vermogensbeheer B.V. 0.25% Add +2.5% 522,340 $37.7M
Asset Management One Co., Ltd. 0.13% Reduce -5.7% 509,753 $37.4M
Triple Frond Partners LLC 4.79% New 511,765 $37.0M
Toronto Dominion Bank 0.07% Reduce -28.7% 510,174 $36.8M
Weiss Asset Management LP 1.14% Add +1212.5% 510,150 $36.8M
Creative Planning 0.04% Add +5.3% 498,734 $36.0M
ARS Investment Partners, LLC 3.19% Add +0.9% 490,881 $35.5M
Janney Montgomery Scott LLC 0.10% New 488,062 $35.3M
Commonwealth Equity Services, LLC 0.05% Add +14.7% 487,435 $35.2M
Guinness Asset Management LTD 0.65% Add +23.0% 482,156 $34.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Add +10.5% 481,687 $34.8M
State of Tennessee, Department of Treasury 0.13% Reduce -5.6% 478,257 $34.5M
State of New Jersey Common Pension Fund D 0.14% Reduce -0.7% 477,221 $34.5M
Flputnam Investment Management Co. 0.62% Reduce -24.9% 471,389 $34.0M
Vest Financial, LLC 0.59% Add +27.8% 459,857 $33.2M
State Farm Mutual Automobile Insurance Co. 0.03% No change 455,360 $32.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.28% Add +3.7% 454,651 $32.8M
Aware Super Pty Ltd as trustee of Aware Super 0.51% — 442,650 $32.0M
Nicholas Company, Inc. 0.52% No change 442,550 $32.0M
Lansforsakringar Fondforvaltning AB (publ) 0.12% — 436,742 $31.5M
US Bancorp \de 0.04% Add +2.3% 436,029 $31.5M
QRG Capital Management, Inc. 0.32% New 430,043 $31.1M
Truist Financial Corp. 0.05% Add +2.4% 430,176 $31.1M
Nisa Investment Advisors, LLC 0.12% New 426,964 $31.1M
Nissay Asset Management Corp. /Japan 0.19% Reduce -12.3% 420,867 $30.9M
Zurich Insurance Group Ltd 0.25% New 425,652 $30.7M
Schonfeld Strategic Advisors LLC 0.19% Add +90.1% 423,974 $30.6M
NewEdge Wealth, LLC 0.53% Add +1.4% 422,376 $30.5M
Clearbridge Investments, LLC 0.02% Reduce -13.2% 421,563 $30.4M
Mercer Global Advisors Inc. 0.07% New 418,452 $30.2M
D1 Capital Partners 0.50% New 418,000 $30.2M
Resona Asset Management Co.,Ltd. 0.18% Reduce -5.5% 415,270 $30.1M
CIBC Asset Management Inc 0.10% Add +2.5% 414,512 $29.9M
Corebridge Financial, Inc. 0.16% Reduce -6.3% 413,073 $29.8M
Forsta Ap-Fonden 0.21% New 412,000 $29.8M
Swiss Life Asset Management Ltd 0.21% Add +17.8% 399,152 $28.8M
MetLife Investment Management, LLC 0.16% Reduce -0.3% 397,218 $28.7M
State of Michigan Retirement System 0.14% Reduce -0.9% 377,400 $27.3M
Holocene Advisors, LP 0.09% Add +121.7% 372,192 $26.9M
Harbor Island Capital LLC 12.47% No change 360,900 $26.1M
Freestone Grove Partners LP 0.32% — 358,765 $25.9M
Vontobel Holding Ltd. 0.09% Reduce -70.4% 357,013 $25.8M
Neville Rodie & Shaw Inc. 1.84% Reduce -1.3% 349,792 $25.3M
Assetmark, Inc. 0.07% Add +10.6% 347,715 $25.1M
Engineers Gate Manager LP 0.43% Add +59.9% 338,673 $24.5M
Calamos Advisors LLC 0.16% Add +0.3% 332,967 $24.1M
Cerity Partners LLC 0.05% Reduce -11.8% 331,170 $23.9M
Cetera Investment Advisers 0.05% New 328,244 $23.7M
Crestwood Advisors Group, LLC 0.44% Add +15.4% 327,695 $23.7M
Xponance LLC 0.21% Add +1.8% 322,972 $23.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.23% Reduce -2.0% 304,477 $22.0M
Liontrust Investment Partners LLP 0.32% Reduce -6.7% 303,141 $21.9M
Meridiem Capital Partners LP 2.04% — 300,940 $21.7M
Braun Stacey Associates Inc. 0.81% Reduce -8.1% 300,035 $21.7M
Daiwa Securities Group Inc. 0.10% New 295,715 $21.4M
Huntington National Bank 0.20% New 294,761 $21.3M
McGuire Investment Group, LLC 3.07% No change 294,488 $21.3M
Williams Jones Wealth Management, LLC. 0.26% No change 293,770 $21.2M
USS Investment Management Ltd 0.15% Reduce -2.1% 293,702 $21.2M
CI Investments Inc. 0.08% Reduce -47.3% 293,002 $21.2M
Prudential PLC 0.11% Add +93.9% 290,589 $21.0M
TCW Group Inc. 0.17% Reduce -6.3% 287,011 $20.7M
Summit Street Capital Management, LLC 3.22% Add +161.1% 284,260 $20.5M
Adams Diversified Equity Fund, Inc. 0.78% Reduce -11.8% 283,900 $20.5M
Empire Life Investments Inc. 1.28% Add +1.8% 282,544 $20.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.20% Reduce -2.1% 280,160 $20.2M
Czech National Bank 0.19% Add +5.0% 278,979 $20.2M
HRT Financial LP 0.10% New 278,925 $20.1M
Retirement Systems of Alabama 0.07% Reduce -2.6% 278,579 $20.1M
Cincinnati Financial Corp. 0.44% No change 277,240 $20.0M
Varma Mutual Pension Insurance Co 0.15% New 274,730 $19.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -3.6% 273,588 $19.8M
Moneta Group Investment Advisors LLC 0.28% Reduce -87.1% 272,275 $19.7M
Foster Victor Wealth Advisors, LLC 1.51% Reduce -89.5% 244,891 $19.7M
Lido Advisors, LLC 0.12% Add +1.1% 269,576 $19.5M
Achmea Investment Management B.V. 0.32% Add +4.9% 269,462 $19.5M
Amalgamated Bank 0.16% Reduce -7.7% 266,339 $19.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.11% Add +2.0% 265,859 $19.2M
Verition Fund Management LLC 0.10% Add +217.1% 264,973 $19.1M
Wealth Architects, LLC 2.16% Reduce -0.2% 264,781 $19.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +50.0% 263,368 $19.0M
Nippon Life Global Investors Americas, Inc. 0.86% Add +6.1% 256,250 $18.6M
Capco Asset Management, LLC 4.16% Reduce -1.5% 256,027 $18.5M
M&G PLC 0.12% Add +2.6% 253,025 $18.2M
IFM Investors Pty Ltd 0.18% Reduce -8.0% 249,050 $18.0M
UniSuper Management Pty Ltd 0.13% Reduce -45.0% 246,116 $17.8M
Allspring Global Investments Holdings, LLC 0.03% Add +25.9% 243,502 $17.6M
Four Tree Island Advisory LLC 12.18% — 244,149 $17.6M
GF Fund Management Co. LTD. 0.38% — 243,856 $17.6M
Quadrature Capital Ltd 0.35% New 243,254 $17.6M
Transform Wealth, LLC 0.96% New 238,334 $17.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -96.3% 236,860 $17.1M
Quantbot Technologies LP 0.62% Add +740.9% 236,622 $17.1M
Badgley Phelps Wealth Managers, LLC 0.40% Reduce -8.9% 235,003 $17.0M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -8.0% 233,676 $16.9M
Osaic Holdings, Inc. 0.04% Add +16.8% 242,532 $16.6M
Rockefeller Capital Management L.P. 0.04% Reduce -41.0% 225,187 $16.3M
Gradient Investments LLC 0.32% Add +17.7% 217,557 $15.7M
Arvest Bank Trust Division 0.94% Reduce -2.5% 216,228 $15.6M
Utah Retirement Systems 0.17% Reduce -1.3% 213,170 $15.4M
PGGM Investments 0.20% Reduce -8.0% 208,154 $15.0M
ExodusPoint Capital Management, LP 0.15% Add +39.0% 205,347 $14.8M
Baker Avenue Asset Management, LP 0.45% Add +1.5% 204,619 $14.8M
Pacer Advisors, Inc. 0.03% Reduce -16.9% 202,360 $14.6M
Maytus Capital Management, LLC 5.05% New 200,000 $14.4M
Tudor Investment Corporation 0.15% Reduce -64.3% 198,465 $14.3M
NorthCoast Asset Management LLC 0.07% Reduce -34.6% 198,075 $14.3M
Federation des caisses Desjardins du Quebec 0.07% Add +25.1% 197,573 $14.3M
Banque Pictet & Cie SA 0.14% Add +63.0% 194,755 $14.1M
Sanctuary Advisors, LLC 0.09% Reduce -89.1% 173,887 $14.0M
DJE Kapital AG 0.33% — 195,202 $14.0M
New York Life Investment Management LLC 0.14% Reduce -0.9% 192,400 $13.9M
Profund Advisors LLC 0.50% Reduce -0.1% 191,055 $13.8M
Ethic Inc. 0.27% Add +29.0% 188,206 $13.6M
Lazard Asset Management LLC 0.02% Reduce -40.2% 187,394 $13.5M
Police & Firemen's Retirement System of New Jersey 0.13% — 186,997 $13.5M
Shelton Capital Management 0.33% Add +11.3% 185,996 $13.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.31% Add +8.5% 185,323 $13.4M
Public Sector Pension Investment Board 0.06% Reduce -62.0% 185,027 $13.4M
Penserra Capital Management LLC 0.24% New 184,906 $13.4M
Concentric Capital Strategies, LP 0.84% New 184,681 $13.3M
Cibc World Market Inc. 0.03% Add +7.5% 184,132 $13.3M
iA Global Asset Management Inc. 0.23% Add +26.8% 182,320 $13.2M
First Merchants Corp. 0.50% Add +3.2% 181,406 $13.1M
Burney Co./ 0.46% Add +2.0% 180,638 $13.0M
Silvercrest Asset Management Group LLC 0.09% Add +5282.3% 177,615 $12.8M
Fuller & Thaler Asset Management, Inc. 0.05% Add +46.1% 175,765 $12.7M
Banco Santander, S.A. 0.15% Reduce -8.9% 174,648 $12.6M
Public Employees Retirement Association of Colorado 0.05% Reduce -4.4% 173,626 $12.5M
Capstone Investment Advisors, LLC 0.16% Add +278.5% 171,832 $12.4M
Linscomb Wealth, Inc. 0.61% Add +2.1% 170,863 $12.3M
Gotham Asset Management 0.12% Reduce -3.9% 170,583 $12.3M
Empowered Funds, LLC 0.18% Add +24.1% 169,639 $12.3M
Walleye Trading LLC 0.24% New 166,048 $12.0M
Quantinno Capital Management LP 0.12% Add +48.8% 165,712 $12.0M
Tower Research Capital LLC (TRC) 0.24% Add +186.1% 165,481 $12.0M
J.P. Marvel Investment Advisors, LLC 1.96% Reduce -1.8% 164,705 $11.9M
Advisory Services Network, LLC 0.22% Add +21.1% 164,255 $11.9M
Vanguard Personalized Indexing Management, LLC 0.18% Add +4.8% 163,607 $11.8M
Generali Asset Management SPA SGR 0.30% — 163,396 $11.8M
Hosking Partners LLP 0.46% Reduce -13.7% 163,136 $11.8M
Yousif Capital Management, LLC 0.13% Reduce -8.3% 163,070 $11.8M
Sierra Summit Advisors LLC 2.35% Add +33.0% 162,242 $11.7M
Fifth Third Bancorp 0.04% Reduce -10.3% 155,044 $11.2M
Eldred Rock Partners, LLC 3.83% Add +0.6% 154,593 $11.2M
Cozad Asset Management Inc. 1.04% Add +1.3% 154,010 $11.1M
South Dakota Investment Council 0.22% No change 153,320 $11.1M
Ieq Capital, LLC 0.11% Reduce -0.9% 153,188 $11.1M
NEOS Investment Management LLC 0.25% Add +25.1% 149,427 $10.8M
Artemis Investment Management LLP 0.15% Reduce -45.6% 149,307 $10.8M
Kestra Advisory Services, LLC 0.06% Add +26.5% 147,904 $10.7M
T. Rowe Price Investment Management, Inc. 0.01% Add +47.0% 147,280 $10.6M
State of Alaska, Department of Revenue 0.12% Reduce -23.9% 146,675 $10.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +5.7% 144,845 $10.5M
Point72 (DIFC) Ltd 0.94% New 144,648 $10.4M
Macquarie Group Ltd. 0.01% Reduce -91.2% 180,190 $10.4M
Parkwood LLC 1.25% New 140,490 $10.1M
Pine Valley Investments Ltd Liability Co 0.66% Add +22.2% 140,120 $10.1M
Tokio Marine Asset Management Co. Ltd. 0.36% Add +282.5% 139,460 $10.1M
Great Lakes Advisors, LLC 0.09% Reduce -8.0% 138,284 $10.0M
Crossmark Global Holdings, Inc. 0.18% Add +21.5% 137,715 $9.9M
B. Metzler seel. Sohn & Co. AG 0.10% Reduce -2.3% 136,769 $9.9M
Intech Investment Management LLC 0.10% New 135,738 $9.8M
Benjamin Edwards Inc. 0.14% Add +1.1% 135,486 $9.8M
Means Investment Co., Inc. 1.00% Reduce -1.2% 132,701 $9.6M
Envestnet Portfolio Solutions, Inc. 0.03% New 130,384 $9.4M
Wealthfront Advisers LLC 0.03% Add +1.7% 129,760 $9.4M
Apriem Advisors 1.07% Add +627.1% 129,505 $9.4M
Cullen/Frost Bankers, Inc. 0.13% Add +0.6% 128,930 $9.3M
Brevan Howard Capital Management LP 0.23% New 127,753 $9.2M
Peregrine Investment Management Inc. 5.26% — 125,650 $9.1M
O'shaughnessy Asset Management, LLC 0.08% New 125,639 $9.1M
Baker Ellis Asset Management LLC 1.33% Reduce -1.4% 124,990 $9.0M
Voleon Capital Management LP 0.67% — 124,534 $9.0M
Raiffeisen Bank International AG 0.14% — 123,774 $8.9M
Avanza Fonder AB 0.27% — 123,624 $8.9M
Railway Pension Investments Ltd 0.12% New 122,300 $8.8M
Mizuho Securities USA LLC 0.16% Add +44.3% 121,949 $8.8M
Nomura Holdings Inc. 0.05% Add +69.1% 121,561 $8.8M
Castleark Management LLC 0.31% Reduce -78.3% 121,280 $8.8M
Caisse de depot et placement du Quebec 0.02% Reduce -87.7% 121,060 $8.7M
Capital International Investors 0.00% No change 120,040 $8.7M
Nilsine Partners, LLC 0.92% New 119,201 $8.6M
LMR Partners LLP 0.20% Add +1380.7% 118,459 $8.6M
LMCG Investments, LLC 0.52% New 118,400 $8.6M
Abacus FCF Advisors LLC 1.12% Add +249.7% 118,222 $8.5M
Jain Global LLC 0.26% — 117,914 $8.5M
Tidal Investments LLC 0.07% Reduce -68.5% 117,838 $8.5M
Groupama Asset Managment 0.17% Reduce -53.8% 115,121 $8.3M
M&T Bank Corp 0.03% Add +6.1% 113,566 $8.2M
Himension Capital (singapore) Pte. LTD. 0.56% Add +977.1% 112,345 $8.1M
Financial Counselors Inc. 0.12% Add +0.8% 112,341 $8.1M
Acadian Asset Management LLC 0.02% Reduce -88.7% 112,323 $8.1M
Oregon Public Employees Retirement Fund 0.15% Reduce -1.9% 110,261 $8.0M
Gateway Investment Advisers LLC 0.09% Add +0.2% 109,393 $7.9M
Winmill & Co. Inc. 2.55% No change 109,000 $7.9M
Stratos Wealth Partners, LTD. 0.11% New 108,703 $7.9M
Aquatic Capital Management LLC 0.21% Reduce -49.4% 107,473 $7.8M
Elemental Capital Partners LLC 7.25% — 107,140 $7.7M
Viking Fund Management LLC 1.20% Add +7.0% 107,000 $7.7M
Carderock Capital Management Inc. 1.93% Reduce -4.7% 106,656 $7.7M
Level Four Advisory Services, LLC 0.31% New 106,442 $7.7M
Laffer Tengler Investments, Inc. 1.85% Add +12.1% 106,233 $7.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.22% Add +1083.4% 105,204 $7.6M
Systematic Alpha Investments, LLC 0.28% Reduce -90.4% 104,381 $7.5M
HB Wealth Management, LLC 0.08% New 103,505 $7.5M
Nuance Investments, LLC 0.30% New 103,190 $7.5M
Baldwin Investment Management, LLC 0.97% Add +0.5% 103,042 $7.4M
Texas Capital Bank Wealth Management Services Inc 0.75% Add +2.4% 101,495 $7.3M
Gulf International Bank (UK) Ltd 0.18% Reduce -1.1% 101,221 $7.3M
Jackson Wealth Management, LLC 0.82% Add +0.6% 100,362 $7.2M
Point72 Europe (London) LLP 0.42% Reduce -2.7% 100,200 $7.2M
Violich Capital Management, Inc. 0.94% No change 100,000 $7.2M
PKO Investment Management Joint-Stock Co 0.90% Add +66.7% 100,000 $7.2M
Fiduciary Trust Co 0.10% Add +1.9% 99,745 $7.2M
Thrivent Financial for Lutherans 0.01% Reduce -62.6% 97,121 $7.2M
Fusion Capital, LLC 2.85% Add +6.0% 97,815 $7.1M
Aviance Capital Partners, LLC 0.97% Reduce -8.9% 97,569 $7.0M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -2.5% 96,668 $7.0M
Seizert Capital Partners, LLC 0.31% Reduce -0.3% 96,220 $6.9M
D.A. Davidson & Co. 0.06% Add +40.5% 96,154 $6.9M
Sterling Capital Management LLC 0.10% New 95,804 $6.9M
Capitolis Liquid Global Markets LLC 0.07% New 95,000 $6.9M
Pathstone Holdings, LLC 0.03% Reduce -64.0% 94,784 $6.9M
Eisler Capital Management Ltd. 0.22% — 92,158 $6.7M
Jefferies Financial Group Inc. 0.08% Add +29.6% 92,203 $6.7M
Taylor Hoffman Capital Management LLC 2.41% New 91,800 $6.6M
Socorro Asset Management LP 2.68% Add +46.3% 90,441 $6.5M
Atreides Management 0.20% New 89,680 $6.5M
Renaissance Technologies 0.01% Reduce -70.1% 88,260 $6.4M
Financial Partners Group, LLC 2.64% No change 87,900 $6.3M
McBroom & Associates, LLC 3.58% New 87,552 $6.3M
Sienna Gestion 0.43% No change 87,470 $6.3M
Modera Wealth Management, LLC 0.08% Add +0.3% 87,178 $6.3M
B. Riley Wealth Advisors, Inc. 0.21% New 86,896 $6.3M
Bessemer Group Inc. 0.01% Reduce -88.2% 86,609 $6.3M
Carret Asset Management, LLC 0.68% Reduce -2.7% 86,445 $6.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.65% Add +1.3% 86,032 $6.2M
Illinois Municipal Retirement Fund 0.09% Reduce -41.7% 85,570 $6.2M
Heron Bay Capital Management 1.28% Add +0.3% 84,530 $6.1M
NewEdge Advisors, LLC 0.04% Add +41.0% 83,427 $6.0M
Westpac Banking Corp. 0.40% Reduce -7.5% 82,795 $6.0M
First Citizens Bank & Trust Co. 0.11% Add +2.5% 82,488 $6.0M
Sitrin Capital Management LLC 2.96% Add +1.5% 81,138 $5.9M
Naples Global Advisors, LLC 0.55% Add +6.6% 80,863 $5.9M
GAM Holding AG 0.44% Add +102.6% 81,031 $5.9M
MML Investors Services, LLC 0.02% Add +8.7% 79,926 $5.8M
Townsquare Capital LLC 0.07% Add +5.1% 79,787 $5.8M
Hartford Investment Management Co. 0.19% Reduce -3.0% 79,495 $5.7M
Coldstream Capital Management Inc. 0.12% Reduce -17.5% 79,404 $5.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.30% No change 78,650 $5.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% Add +6.8% 78,823 $5.7M
Guinness Atkinson Asset Management Inc 2.89% Add +4.8% 78,555 $5.7M
Tritonpoint Wealth, LLC 0.51% Reduce -7.2% 77,683 $5.6M
Milestone Asset Management, LLC 1.23% Add +172.6% 76,885 $5.6M
Group One Trading LLC 0.19% Add +647.6% 76,402 $5.5M
OMERS ADMINISTRATION Corp 0.05% Add +3.3% 76,294 $5.5M
Fred Alger Management, LLC 0.03% Reduce -4.6% 75,350 $5.5M
Ashton Thomas Private Wealth, LLC 0.21% New 75,255 $5.5M
CCM Investment Group, LLC 0.59% — 75,122 $5.4M
Commerce Bank 0.03% Reduce -4.0% 74,490 $5.4M
United Capital Financial Advisors, LLC 0.04% Add +1.8% 73,180 $5.3M
Turtle Creek Wealth Advisors, LLC 1.22% Reduce -6.2% 73,094 $5.3M
Bokf, NA 0.09% Reduce -0.7% 70,660 $5.3M
Foundations Investment Advisors, LLC 0.10% Add +20.7% 70,986 $5.1M
GTS Securities LLC 0.25% Add +62.5% 70,942 $5.1M
Norinchukin Bank, The 0.11% Add +8.0% 70,835 $5.1M
ICICI Prudential Asset Management Co Ltd 0.56% Add +50.1% 70,475 $5.1M
Sequoia Financial Advisors, LLC 0.05% Add +44.0% 69,071 $5.0M
Maryland State Retirement & Pension System 0.11% New 68,898 $5.0M
Conning Inc. 0.18% Add +0.2% 68,056 $4.9M
Daiichi Life Insurance Co., Ltd. 0.14% Reduce -21.9% 67,597 $4.9M
Venture Visionary Partners LLC 0.21% New 67,361 $4.9M
Twin Tree Management, LP 0.12% Reduce -89.7% 66,951 $4.8M
Atria Wealth Solutions, Inc. 0.05% Add +261.8% 66,679 $4.8M
Johnson Financial Group, Inc. 0.23% Reduce -13.1% 59,524 $4.8M
Marshall & Sullivan Inc. 2.33% Add +0.1% 66,119 $4.8M
Caisse Des Depots Et Consignations 0.23% — 66,118 $4.8M
Beacon Pointe Advisors, LLC 0.05% Reduce -2.0% 66,008 $4.8M
Amica Mutual Insurance Co. 0.48% No change 65,460 $4.7M
EFG Asset Management (North America) Corp. 0.64% Add +29.9% 64,937 $4.7M
River Wealth Advisors LLC 0.62% Reduce -12.4% 64,475 $4.7M
Intact Investment Management Inc. 0.16% New 64,400 $4.7M
Blair William & Co. 0.01% Reduce -7.5% 64,112 $4.6M
MAI Capital Management 0.03% Add +4.5% 63,724 $4.6M
IMC-Chicago, LLC 0.13% New 63,647 $4.6M
NJ State Employees Deferred Compensation Plan 0.56% No change 63,250 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +68.1% 63,078 $4.6M
Whittier Trust Co. 0.06% Add +1.7% 62,819 $4.5M
New Mexico Educational Retirement Board 0.15% Reduce -2.8% 62,130 $4.5M
Soltis Investment Advisors LLC 0.41% Add +0.4% 61,965 $4.5M
Metis Global Partners, LLC 0.13% Add +2.8% 61,637 $4.5M
Fort Sheridan Advisors LLC 0.65% Add +0.9% 61,218 $4.4M
Sava Infond d.o.o. 0.78% — 61,200 $4.4M
Motley Fool Asset Management LLC 0.23% Add +2.6% 61,199 $4.4M
Shell Asset Management Co. 0.19% Reduce -0.5% 60,947 $4.4M
Bailard, Inc. 0.11% Reduce -27.6% 60,887 $4.4M
Headlands Technologies LLC 0.44% Reduce -32.9% 60,592 $4.4M
LBP Am SA 0.06% Reduce -3.0% 60,296 $4.4M
Norden Group LLC 0.49% Add +4.1% 59,497 $4.3M
Fisher Funds Management LTD 0.10% — 59,370 $4.3M
E. Ohman J:or Asset Management AB 0.10% New 58,950 $4.3M
Pittenger & Anderson Inc. 0.15% Reduce -12.6% 57,391 $4.1M
Van Hulzen Asset Management, LLC 0.30% Reduce -0.7% 57,190 $4.1M
American Trust Investment Advisors, LLC 1.69% Add +7.0% 57,027 $4.1M
MUFG Securities EMEA plc 0.08% Reduce -82.8% 57,000 $4.1M
Atria Investments, Inc 0.05% New 56,992 $4.1M
Kingsview Wealth Management, LLC 0.08% Add +5.5% 56,282 $4.1M
Pamalican Asset Management Ltd 1.79% — 56,000 $4.0M
Cornerstone Advisors, LLC 0.16% Reduce -39.1% 56,000 $4.0M
Exchange Traded Concepts, LLC 0.08% Add +7.1% 55,794 $4.0M
Morton Community Bank 1.05% Add +0.1% 55,205 $4.0M
Private Advisor Group, LLC 0.02% Reduce -13.7% 55,037 $4.0M
Plato Investment Management Ltd 0.29% Reduce -1.8% 54,685 $4.0M
Lombard Odier Asset Management (Europe) Ltd 0.27% New 54,356 $3.9M
Lathrop Investment Management Co. 0.75% Reduce -8.7% 54,230 $3.9M
Pacifica Partners Inc. 1.69% Add +22.1% 54,015 $3.9M
Greenleaf Trust 0.04% Add +1.1% 53,912 $3.9M
Ameritas Investment Partners, Inc. 0.13% Add +2.3% 53,474 $3.9M
NorthCrest Asset Manangement, LLC 0.12% Reduce -8.2% 53,463 $3.9M
Argent Trust Co 0.16% Reduce -1.1% 53,386 $3.9M
Bristlecone Advisors, LLC 0.30% New 53,330 $3.9M
Diversify Wealth Management, LLC 0.30% Reduce -61.0% 51,486 $3.8M
Park Avenue Securities LLC 0.04% Reduce -0.5% 52,930 $3.8M
PDT Partners, LLC 0.34% Reduce -0.6% 52,720 $3.8M
Rodgers Brothers Inc. 0.49% Reduce -0.5% 52,400 $3.8M
Silvant Capital Management LLC 0.16% New 52,364 $3.8M
Nikulski Financial, Inc. 1.11% Add +1.4% 52,173 $3.8M
Roanoke Asset Management Corp./ NY 1.22% No change 52,170 $3.8M
Jump Financial, LLC 0.08% Add +1359.6% 52,109 $3.8M
Midwest Professional Planners, LTD. 1.12% Add +2.8% 52,055 $3.8M
Occudo Quantitative Strategies LP 0.68% Reduce -25.4% 51,961 $3.8M
Mission Wealth Management, LP 0.09% Reduce -35.5% 51,743 $3.7M
1832 Asset Management L.P. 0.01% New 51,714 $3.7M
Allworth Financial LP 0.02% Add +110.6% 44,778 $3.7M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -1.0% 50,277 $3.6M
Prime Capital Investment Advisors, LLC 0.05% Reduce -2.2% 50,269 $3.6M
Lecap Asset Management Ltd. 0.98% Reduce -1.8% 50,124 $3.6M
Cwm, LLC 0.01% Add +3.1% 50,095 $3.6M
4D Advisors, LLC 2.53% — 50,000 $3.6M
Crown Advisors Management, Inc. 2.32% No change 50,000 $3.6M
Royal Fund Management, LLC 0.39% Add +0.3% 49,866 $3.6M
Ostrum Asset Management 0.31% Add +66.6% 48,970 $3.5M
Hennion & Walsh Asset Management, Inc. 0.16% Add +56.6% 48,923 $3.5M
Harbour Capital Advisors, LLC 0.78% New 46,540 $3.5M
CCM Investment Advisers LLC 0.39% Reduce -0.8% 48,360 $3.5M
Cable Hill Partners, LLC 0.35% Reduce -7.5% 47,769 $3.5M
Ballentine Partners, LLC 0.06% Add +1.4% 47,702 $3.4M
Northwest & Ethical Investments L.P. 0.09% Reduce -2.8% 47,670 $3.4M
Stiles Financial Services Inc 1.24% Add +9.2% 47,570 $3.4M
GDS Wealth Management 0.31% Add +701.5% 47,527 $3.4M
Valley National Advisers Inc. 0.61% Reduce -6.8% 47,402 $3.4M
Brentview Investment Management LLC 1.94% — 47,235 $3.4M
EP Wealth Advisors, LLC 0.03% New 46,694 $3.4M
Advisors Asset Management, Inc. 0.06% Add +20.0% 46,304 $3.3M
Empirical Finance, LLC 0.19% Reduce -1.2% 45,718 $3.3M
FourThought Financial Partners, LLC 0.34% New 45,687 $3.3M
Rockline Wealth Management, LLC 0.88% Add +1.7% 45,461 $3.3M
Columbia Bank 1.13% Add +6.5% 43,490 $3.3M
Hohimer Wealth Management, LLC 0.62% Add +1.4% 44,784 $3.2M
Perigon Wealth Management, LLC 0.08% Add +4.7% 40,811 $3.2M
Aigen Investment Management, LP 0.57% Add +107.0% 44,726 $3.2M
Arkadios Wealth Advisors 0.18% Reduce -51.3% 44,631 $3.2M
Wilmington Savings Fund Society, FSB 0.06% Reduce -2.1% 44,497 $3.2M
Larson Financial Group LLC 0.17% Reduce -12.5% 44,304 $3.2M
Intrust Bank NA 0.32% Reduce -5.5% 44,109 $3.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.10% Add +570.5% 43,850 $3.2M
Mizuho Markets Americas LLC 0.06% New 43,000 $3.1M
Lombard Odier Asset Management (Switzerland) SA 0.23% New 42,994 $3.1M
Dana Investment Advisors, Inc. 0.10% Add +8.9% 42,924 $3.1M
Integrated Wealth Concepts LLC 0.04% Add +880.9% 42,866 $3.1M
Strategic Financial Services, Inc. 0.18% Reduce -0.6% 42,855 $3.1M
Progressive Investment Management Corp 0.79% Reduce -3.0% 42,425 $3.1M
Sanders Morris Harris LLC 0.46% No change 42,420 $3.1M
SteelPeak Wealth, LLC 0.13% Add +2.1% 41,886 $3.0M
Knollwood Investment Advisory, LLC 0.32% No change 41,980 $3.0M
Quantessence Capital LLC 1.24% — 41,953 $3.0M
E Fund Management Co., Ltd. 0.15% Reduce -43.3% 41,934 $3.0M
Y-Intercept (Hong Kong) Ltd 0.20% New 41,892 $3.0M
Sone Capital Management, LLC 0.38% — 41,785 $3.0M
Sciencast Management LP 0.82% New 41,461 $3.0M
Malaga Cove Capital, LLC 1.17% Reduce -1.8% 41,100 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -1.1% 40,853 $3.0M
V-Square Quantitative Management LLC 0.42% Add +9.2% 40,559 $2.9M
Essential Planning, LLC. 0.02% New 38,540 $2.9M
Rwa Wealth Partners, LLC 0.04% Add +2.5% 40,273 $2.9M
Mill Capital Management, LLC 0.23% No change 40,000 $2.9M
APG Asset Management US Inc. 0.02% New 39,960 $2.9M
Octahedron Capital Management L.P. 2.73% Add +29.3% 39,750 $2.9M
White Knight Strategic Wealth Advisors, LLC 1.19% Add +102.6% 39,504 $2.9M
Avantax Advisory Services, Inc. 0.02% No change 39,407 $2.8M
Fifth Third Wealth Advisors LLC 0.15% Add +19.3% 39,369 $2.8M
Linden Thomas Advisory Services, LLC 0.36% Add +5.6% 39,305 $2.8M
Tower Bridge Advisors 0.31% Add +8.6% 39,055 $2.8M
China Universal Asset Management Co., Ltd. 0.26% Add +136.4% 38,940 $2.8M
Caprock Group, LLC 0.09% Add +16.1% 38,526 $2.8M
Diversify Advisory Services, LLC 0.15% Reduce -88.3% 37,270 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +136.1% 38,370 $2.8M
SevenBridge Financial Group, LLC 0.52% Reduce -89.9% 33,186 $2.8M
Landscape Capital Management, L.L.C. 0.29% Add +51.0% 37,842 $2.7M
KG Capital Management 0.86% Add +285.5% 37,163 $2.7M
FAS Wealth Partners, Inc. 0.23% Add +5.5% 37,128 $2.7M
Proficio Capital Partners LLC 0.22% Add +6.7% 36,986 $2.7M
Advisors Capital Management, LLC 0.04% New 36,948 $2.7M
Keybank National Association 0.01% Add +11.7% 36,814 $2.7M
Choreo, LLC 0.04% New 35,630 $2.7M
Probity Advisors, Inc. 0.50% Reduce -4.1% 36,144 $2.6M
Howard Capital Management, LLC 0.04% New 36,103 $2.6M
Independent Advisor Alliance 0.03% Add +50.3% 35,930 $2.6M
Vident Advisory, LLC 0.05% Add +7.1% 35,904 $2.6M
SeaCrest Wealth Management, LLC 0.27% Add +0.7% 35,644 $2.6M
Brown Advisory Inc. 0.00% New 35,574 $2.6M
Ossiam 0.04% New 35,329 $2.6M
Capital Investment Advisors, LLC 0.05% Add +47.7% 35,293 $2.5M
Primoris Wealth Advisors, LLC 1.94% No change 35,272 $2.5M
Impact Asset Management GmbH 1.00% Reduce -42.0% 34,920 $2.5M
Westhampton Capital, LLC 1.28% Reduce -1.7% 34,725 $2.5M
Evelyn Partners Investment Management Services Ltd 0.44% — 34,714 $2.5M
Matisse Capital 1.27% New 34,670 $2.5M
Navellier & Associates Inc. 0.30% New 34,600 $2.5M
Tiaa Trust, National Association 0.01% Reduce -26.5% 34,388 $2.5M
Jones Financial Companies LLLP 0.00% Add +73.3% 33,804 $2.4M
Bard Financial Services, Inc. 0.29% No change 33,750 $2.4M
Alpine Woods Capital Investors, LLC 0.46% Reduce -88.3% 33,339 $2.4M
Abn Amro Investment Solutions 0.04% Reduce -47.1% 33,323 $2.4M
Signaturefd, LLC 0.05% Add +4.0% 33,106 $2.4M
Foyston, Gordon & Payne Inc 0.63% New 32,971 $2.4M
MV Capital Management, Inc. 0.25% Add +2.1% 32,612 $2.4M
Palouse Capital Management, Inc. 1.56% Add +51.0% 32,395 $2.3M
Trust Co. of Vermont 0.11% Reduce -18.4% 31,961 $2.3M
Groesbeck Investment Management Corp. 3.00% Reduce -9.4% 31,940 $2.3M
Mainstay Capital Management LLC 0.35% Add +32.7% 31,547 $2.3M
Meeder Advisory Services, Inc. 0.14% Add +5.0% 31,331 $2.3M
Wahed Invest LLC 0.38% Reduce -1.3% 31,310 $2.3M
Empower Advisory Group, LLC 0.01% Reduce -2.5% 31,282 $2.3M
Princeton Global Asset Management LLC 0.42% New 31,121 $2.2M
CHICAGO TRUST Co NA 0.41% Reduce -3.5% 30,906 $2.2M
First American Trust, FSB 0.22% Add +100.3% 30,742 $2.2M
Principal Securities, Inc. 0.05% Add +28.9% 30,657 $2.2M
Kestra Private Wealth Services, LLC 0.04% Add +45.6% 30,595 $2.2M
E&G Advisors, LLC 0.60% Reduce -5.7% 30,580 $2.2M
Atlas Capital Advisors Inc. 0.28% Reduce -0.6% 30,500 $2.2M
Jackson Square Capital, LLC 0.53% Reduce -2.8% 30,474 $2.2M
L & S Advisors Inc 0.27% Reduce -70.3% 30,433 $2.2M
United Services Automobile Association 0.07% New 30,155 $2.2M
IFP Advisors, Inc 0.07% New 30,137 $2.2M
SOA Wealth Advisors, LLC. 0.40% New 30,044 $2.2M
Resolute Capital Asset Partners LLC 1.17% New 30,000 $2.2M
Artemis Wealth Advisors, LLC 0.34% Reduce -50.0% 30,000 $2.2M
LGT Fund Management Co Ltd. 0.19% New 30,000 $2.2M
Capital Advisors Inc. 0.04% No change 29,744 $2.1M
Scotia Capital Inc. 0.01% No change 29,651 $2.1M
First Business Financial Services, Inc. 0.21% Add +3.6% 29,585 $2.1M
one8zero8, LLC 0.46% — 29,567 $2.1M
Community Bank, N.A. 0.27% Add +67.1% 29,489 $2.1M
Exchange Capital Management, Inc. 0.33% Reduce -0.2% 29,076 $2.1M
SS&H Financial Advisors, Inc. 0.76% Add +3.2% 29,008 $2.1M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -8.0% 28,893 $2.1M
Financial Advisors Network, Inc. 0.35% — 28,895 $2.1M
Capital Group Private Client Services, Inc. 0.02% Reduce -32.9% 28,878 $2.1M
TD Waterhouse Canada Inc. 0.02% Reduce -10.3% 28,886 $2.1M
CX Institutional 0.08% Add +5.9% 28,731 $2.1M
Regal Investment Advisors LLC 0.15% Reduce -6.1% 28,478 $2.1M
Cresset Asset Management, LLC 0.01% Reduce -71.1% 28,264 $2.0M
HAP Trading, LLC 0.68% New 28,222 $2.0M
Romano Brothers and Company 0.26% New 28,185 $2.0M
Heritage Trust Co 0.24% — 28,009 $2.0M
Pensionfund Sabic 0.53% Add +75.0% 28,000 $2.0M
LSV Asset Management 0.00% Add +46.7% 27,880 $2.0M
Cincinnati Specialty Underwriters Insurance CO 0.55% No change 27,830 $2.0M
Praxis Investment Management Inc. 0.13% Reduce -31.9% 27,740 $2.0M
Resources Management Corp. /CT/ 0.27% Add +2.3% 27,541 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.09% Reduce -6.7% 27,321 $2.0M
Twin Capital Management Inc. 0.22% Reduce -0.6% 27,301 $2.0M
PFG Advisors 0.12% Add +1.8% 26,983 $1.9M
Wood Tarver Financial Group, LLC 0.65% — 26,870 $1.9M
Harfst & Associates, Inc. 0.40% Add +17.3% 26,853 $1.9M
Bray Capital Advisors 0.52% Add +0.3% 26,751 $1.9M
Moors & Cabot, Inc. 0.09% Add +6.3% 26,683 $1.9M
Glass Wealth Management Co LLC 1.05% Add +7.3% 26,665 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -3.0% 26,662 $1.9M
Darwin Wealth Management, LLC 0.65% Reduce -17.9% 26,642 $1.9M
Stoneridge Investment Partners LLC 0.68% New 26,474 $1.9M
Synovus Financial Corp. 0.02% Reduce -13.8% 26,468 $1.9M
Cypress Capital Group 0.23% Reduce -27.7% 26,450 $1.9M
Cadence Bank 0.13% Reduce -0.6% 26,241 $1.9M
Perennial Advisors, LLC 0.41% — 26,225 $1.9M
Spirepoint Private Client, LLC 0.23% Add +145.6% 25,883 $1.9M
Trust Co. of Oklahoma 0.60% Add +0.4% 25,778 $1.9M
Cutter & CO Brokerage, Inc. 0.45% Reduce -2.8% 25,726 $1.9M
Precedent Wealth Partners, LLC 0.60% New 25,663 $1.9M
Quantitative Investment Management, LLC 0.14% Reduce -37.3% 25,609 $1.8M
SVB Wealth LLC 0.03% New 25,436 $1.8M
Aspetuck Financial Management LLC 1.43% — 25,360 $1.8M
&partners 0.02% Add +52.1% 24,251 $1.8M
AE Wealth Management LLC 0.02% New 25,017 $1.8M
Needham Investment Management LLC 0.14% No change 25,000 $1.8M
Boston Partners 0.00% Reduce -96.9% 23,321 $1.8M
Sherbrooke Park Advisers LLC 0.57% Add +16.6% 24,698 $1.8M
Green Alpha Advisors, LLC 1.43% Reduce -4.9% 24,659 $1.8M
Oak Associates Ltd. 0.12% Reduce -17.0% 24,638 $1.8M
Bleakley Financial Group, LLC 0.05% Reduce -3.5% 24,596 $1.8M
Cary Street Partners Financial LLC 0.06% — 24,562 $1.8M
Lifeworks Advisors, LLC 0.32% Add +32.8% 24,407 $1.8M
GAMMA Investing LLC 0.15% Add +23.9% 24,195 $1.7M
Calamos Wealth Management LLC 0.09% Add +1.2% 24,102 $1.7M
HighPoint Advisor Group LLC 0.09% Reduce -89.1% 20,944 $1.7M
Marble Harbor Investment Counsel, LLC 0.19% New 24,000 $1.7M
Convergence Investment Partners, LLC 0.39% Add +743.8% 23,878 $1.7M
Qtron Investments LLC 0.24% Add +4.4% 23,877 $1.7M
Leavell Investment Management, Inc. 0.08% Add +22.0% 23,789 $1.7M
Altman Advisors, Inc. 0.73% New 23,780 $1.7M
Cornerstone Select Advisors, LLC 1.64% — 23,613 $1.7M
Icon Wealth Advisors, LLC 0.14% Add +6.3% 23,574 $1.7M
Compass Capital Corp. /Ma/ 0.66% — 21,548 $1.7M
Vestcor Inc 0.06% Reduce -56.8% 23,558 $1.7M
111 Capital 0.36% — 23,551 $1.7M
Apollon Wealth Management, LLC 0.04% Reduce -28.9% 23,177 $1.7M
DAVENPORT & Co LLC 0.01% Reduce -1.4% 23,152 $1.7M
Horizon Investments, LLC 0.05% Reduce -32.2% 23,141 $1.7M
Greater Midwest Financial Group, LLC 1.05% Add +13.7% 22,912 $1.7M
Gradient Capital Advisors, LLC 0.53% Reduce -0.1% 22,883 $1.7M
CENTRAL TRUST Co 0.04% Reduce -11.6% 22,832 $1.6M
GPS Wealth Strategies Group, LLC 0.21% Add +0.1% 22,807 $1.6M
Stokes Family Office, LLC 0.18% Reduce -8.6% 22,806 $1.6M
Savant Capital, LLC 0.01% Reduce -0.7% 22,790 $1.6M
Magnus Financial Group LLC 0.16% Add +453.8% 22,759 $1.6M
Runnymede Capital Advisors, Inc. 1.44% — 22,750 $1.6M
Bay Rivers Group 0.79% Reduce -8.3% 22,450 $1.6M
Legacy Capital Group California, Inc. 0.49% Add +48.1% 22,155 $1.6M
Alternative Investment Advisors, LLC. 0.83% Reduce -2.4% 22,051 $1.6M
Signature Resources Capital Management, LLC 1.42% New 22,000 $1.6M
Consolidated Portfolio Review Corp 0.25% Add +1.3% 21,930 $1.6M
Commonwealth Retirement Investments LLC 0.65% Add +5.4% 21,907 $1.6M
Canada Post Corp Registered Pension Plan 0.09% — 21,890 $1.6M
Lindenwold Advisors, INC 0.84% Reduce -2.1% 21,812 $1.6M
Vise Technologies, Inc. 0.13% New 21,684 $1.6M
Merit Financial Group, LLC 0.03% Add +60.0% 21,664 $1.6M
Renaissance Group LLC 0.06% Reduce -94.5% 21,577 $1.6M
Cloverfields Capital Group, LP 0.50% Add +6.3% 21,530 $1.6M
Eads & Heald Wealth Management 0.76% Reduce -3.6% 21,407 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +15.9% 21,321 $1.5M
Sheaff Brock Investment Advisors, LLC 0.13% Add +104.1% 21,283 $1.5M
Morse Asset Management, Inc 0.36% Reduce -6.8% 21,270 $1.5M
Arvest Investments, Inc. 0.24% Reduce -7.1% 21,069 $1.5M
Kuhn & Co Investment Counsel 1.28% No change 20,840 $1.5M
Beaumont Financial Advisors, LLC 0.11% Add +0.1% 20,783 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +2.3% 20,698 $1.5M
Sound View Wealth Advisors Group, LLC 0.12% Add +13.3% 20,681 $1.5M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -4.4% 20,655 $1.5M
Certuity, LLC 0.16% New 20,590 $1.5M
BankPlus Trust Department 0.49% — 20,604 $1.5M
LCNB Corp. 0.54% Reduce -0.5% 20,490 $1.5M
Keudell/Morrison Wealth Management 0.39% Reduce -5.4% 20,480 $1.5M
Segment Wealth Management, LLC 0.10% No change 20,450 $1.5M
Albert D Mason Inc. 0.99% Add +46.0% 20,449 $1.5M
Harbor Capital Advisors, Inc. 0.06% Reduce -56.6% 20,401 $1.5M
Weatherly Asset Management L. P. 0.13% No change 20,330 $1.5M
StoneX Group Inc. 0.08% New 20,348 $1.5M
Farmers & Merchants Investments Inc. 0.05% Add +0.3% 20,350 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Reduce -29.3% 20,313 $1.5M
Point72 Italy, S.r.l. 0.81% New 20,309 $1.5M
Ellsworth Advisors, LLC 0.38% New 20,246 $1.5M
First Foundation Advisors 0.05% Add +5.8% 20,022 $1.4M
Tocqueville Asset Management L.P. 0.02% Reduce -0.3% 20,015 $1.4M
Neo Ivy Capital Management 0.29% New 19,914 $1.4M
Quadrant Capital Group LLC 0.10% Reduce -4.3% 19,830 $1.4M
Leelyn Smith, LLC 0.26% Add +2.5% 19,828 $1.4M
Fort Washington Investment Advisors Inc. 0.01% Add +20.5% 19,710 $1.4M
STF Management LP 0.64% Add +1.5% 19,647 $1.4M
Semanteon Capital Management, LP 0.75% New 19,430 $1.4M
Sowell Financial Services LLC 0.07% New 19,148 $1.4M
Shelton Wealth Management, LLC 0.75% New 19,060 $1.4M
Mufg Securities Americas Inc. 0.18% — 18,994 $1.4M
Allianz SE 0.04% New 18,968 $1.4M
Fieldview Capital Management, LLC 0.21% — 18,693 $1.4M
Piar LLC 1.33% — 18,600 $1.3M
Sigma Planning Corp 0.04% Add +4.0% 18,522 $1.3M
Triangle Securities Wealth Management 0.34% Reduce -0.7% 18,496 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -10.3% 18,429 $1.3M
Checchi Capital Advisers, LLC 0.10% New 18,420 $1.3M
Valeo Financial Advisors, LLC 0.04% New 18,181 $1.3M
Mirae Asset Securities (usa) Inc. 0.06% New 18,129 $1.3M
Polianta Ltd 0.62% Add +29.3% 18,100 $1.3M
Hudson Edge Investment Partners Inc. 0.24% Reduce -5.1% 18,050 $1.3M
Smartleaf Asset Management LLC 0.13% Add +26.3% 18,058 $1.3M
Parallel Advisors, LLC 0.03% Add +13.5% 17,943 $1.3M
L2 Asset Management, LLC 0.28% New 17,935 $1.3M
Alta Wealth Advisors LLC 0.56% Reduce -0.1% 17,870 $1.3M
Montag A & Associates Inc. 0.06% Add +1.6% 17,798 $1.3M
MWA Asset Management 0.86% Add +4.5% 17,821 $1.3M
Tealwood Asset Management Inc. 0.53% Add +0.3% 17,792 $1.3M
Circle Wealth Management, LLC 0.03% Reduce -11.6% 17,787 $1.3M
Benchmark Investment Advisors LLC 0.83% Reduce -46.2% 17,756 $1.3M
Mirador Capital Partners LP 0.23% New 17,702 $1.3M
Tradition Wealth Management, LLC 0.11% Reduce -9.2% 17,684 $1.3M
Clifford Swan Investment Counsel LLC 0.05% Add +1.2% 17,450 $1.3M
Sloy Dahl & Holst, LLC 0.16% No change 17,430 $1.3M
Fox Run Management, L.L.C. 0.23% Reduce -16.7% 17,378 $1.3M
Wealthspire Advisors, LLC 0.01% Add +8.1% 17,345 $1.3M
Advisory Research Inc. 0.21% Reduce -1.3% 17,271 $1.2M
Independent Financial Group, LLC 0.04% Reduce -10.1% 17,242 $1.2M
Wbi Investments, LLC 0.31% New 17,204 $1.2M
Platinum Investment Management Ltd. 0.07% Reduce -37.3% 17,086 $1.2M
Ibex Wealth Advisors 0.14% New 17,008 $1.2M
Cornercap Investment Counsel Inc. 0.39% Reduce -4.7% 16,944 $1.2M
Middleton & Co. Inc. 0.14% Reduce -2.9% 16,931 $1.2M
Lake Street Advisors Group, LLC 0.06% Add +6.1% 16,833 $1.2M
FCG Investment Co 0.74% Add +3.5% 16,853 $1.2M
Gladstone Institutional Advisory LLC 0.06% Reduce -17.4% 16,850 $1.2M
Noesis Capital Mangement Corp. 0.23% Reduce -3.2% 16,573 $1.2M
Venturi Wealth Management, LLC 0.06% Add +15.2% 16,525 $1.2M
Wedbush Securities Inc. 0.04% Add +52.2% 16,512 $1.2M
Signal Advisors Wealth, LLC 0.13% Add +7.5% 16,256 $1.2M
Novem Group 0.17% — 16,209 $1.2M
Meiji Yasuda Life Insurance Co 0.02% Reduce -4.0% 16,200 $1.2M
WINTON GROUP Ltd 0.08% Add +242.7% 15,969 $1.2M
Salomon & Ludwin, LLC 0.12% No change 15,870 $1.1M
Gould Capital, LLC 0.80% Add +5017.1% 15,863 $1.1M
Hilltop Holdings Inc. 0.07% Add +17.4% 15,851 $1.1M
Mgo One Seven LLC 0.04% New 15,841 $1.1M
Koss-Olinger Consulting, LLC 0.10% New 15,770 $1.1M
TrinityPoint Wealth, LLC 0.16% New 15,722 $1.1M
Snowden Capital Advisors LLC 0.04% Add +34.4% 15,593 $1.1M
Leonteq Securities AG 0.11% New 15,588 $1.1M
Trust Asset Management LLC 0.09% No change 15,580 $1.1M
Fort Point Capital Partners LLC 0.13% New 15,576 $1.1M
Ontario Teachers Pension Plan Board 0.02% Add +207.9% 15,549 $1.1M
Wedmont Private Capital 0.06% Reduce -89.7% 14,995 $1.1M
Oliver Lagore Vanvalin Investment Group 0.29% Add +32.9% 15,477 $1.1M
Wincap Financial LLC 1.13% — 15,417 $1.1M
Thoroughbred Financial Services, LLC 0.07% New 15,418 $1.1M
MBM Wealth Consultants, LLC 0.33% Add +7.7% 15,358 $1.1M
Dakota Wealth Management 0.03% Reduce -6.7% 15,153 $1.1M
Procyon Advisors, LLC 0.07% Add +1.8% 15,107 $1.1M
Syon Capital LLC 0.10% Reduce -4.3% 15,084 $1.1M
Mechanics Bank Trust Department 0.14% Reduce -5.1% 15,065 $1.1M
Frank, Rimerman Advisors LLC 0.08% Reduce -6.7% 15,059 $1.1M
Fidelis Capital Partners, LLC 0.11% Reduce -90.5% 13,477 $1.1M
Inceptionr LLC 0.24% New 14,959 $1.1M
Blue Trust, Inc. 0.01% Reduce -48.4% 14,951 $1.1M
Daymark Wealth Partners, LLC 0.05% Reduce -2.6% 14,896 $1.1M
Encompass Wealth Advisors, LLC 0.43% Reduce -4.3% 14,811 $1.1M
Farther Finance Advisors, LLC 0.04% Add +19.5% 14,773 $1.1M
Triglav Investments, D.O.O. 0.08% — 14,750 $1.1M
Clearstead Advisors, LLC 0.02% Reduce -7.4% 14,681 $1.1M
Econ Financial Services Corp 0.60% New 14,462 $1.0M
KRS Capital Management, LLC 0.74% Add +0.9% 14,460 $1.0M
Argonautica Private Wealth Management, Inc. 0.34% New 14,394 $1.0M
Smithfield Trust Co 0.05% No change 14,360 $1.0M
Penobscot Investment Management Company, Inc. 0.09% Add +2.0% 14,360 $1.0M
Meeder Asset Management Inc. 0.07% Reduce -50.1% 14,343 $1.0M
Roberts Capital Advisors, LLC 0.86% No change 14,230 $1.0M
Fulton Bank, N.A. 0.04% Reduce -23.4% 14,221 $1.0M
McDaniel Terry & Co. 0.08% Reduce -0.3% 14,190 $1.0M
Brighton Jones LLC 0.03% Add +13.2% 14,189 $1.0M
Summit Global Investments 0.06% Reduce -80.3% 14,176 $1.0M
Nvwm, LLC 0.26% Reduce -15.8% 14,174 $1.0M
RAM Investment Partners, LLC 0.25% Add +1.6% 14,147 $1.0M
Callan Family Office, LLC 0.06% New 14,122 $1.0M
Pitcairn Co. 0.06% New 14,024 $1.0M
Wealth Alliance, LLC 0.12% Reduce -2.6% 14,012 $1.0M
SoundView Advisors Inc. 0.42% — 13,958 $1.0M
Kane Investment Management, Inc. 0.56% — 13,899 $1.0M
Little House Capital LLC 0.29% Reduce -5.5% 13,875 $1.0M
Bedell Frazier Investment Counselling, LLC 0.25% Reduce -11.4% 13,810 $997K
World Equity Group, Inc. 0.21% Add +104.2% 13,780 $995K
CreativeOne Wealth, LLC 0.03% New 13,629 $984K
Jacobi Capital Management LLC 0.07% Add +18.8% 13,601 $982K
Madison Park Capital Advisors, LLC 0.78% New 13,500 $975K
NorthRock Partners, LLC 0.03% Reduce -12.7% 13,446 $974K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -4.3% 13,347 $964K
Phraction Management LLC 0.36% Add +3.4% 13,314 $962K
Cigna Investments Inc. 0.17% Reduce -2.0% 13,226 $955K
Goodman Advisory Group, LLC 0.28% Reduce -15.6% 13,221 $955K
Catalyst Funds Management Pty Ltd 0.24% New 13,200 $953K
Dynamic Advisor Solutions LLC 0.04% Reduce -36.3% 13,147 $950K
First Commonwealth Financial Corp 0.22% Add +7.0% 13,133 $949K
Sunbelt Securities, Inc. 0.08% Reduce -16.1% 13,141 $948K
Oakworth Capital, Inc. 0.06% No change 13,070 $944K
Alpha DNA Investment Management LLC 0.51% New 13,057 $943K
Clear Creek Financial Management, LLC 0.10% Reduce -8.5% 13,014 $940K
Choate Investment Advisors 0.02% Add +6.4% 13,002 $939K
AtlasMark Financial, Inc 0.86% No change 13,000 $939K
Fayez Sarofim & Co 0.00% New 13,000 $939K
Legacy Wealth Asset Management, LLC 0.26% New 12,995 $939K
Foster & Motley Inc. 0.06% Add +79.1% 12,988 $938K
Fairbanks Capital Management, Inc. 0.58% New 12,947 $935K
Alpha Cubed Investments, LLC 0.04% Reduce -55.4% 12,680 $916K
Yarbrough Capital, LLC 0.03% New 12,571 $908K
Dark Forest Capital Management LP 0.13% Add +79.3% 12,478 $901K
Marietta Investment Partners LLC 0.20% Reduce -5.0% 12,430 $898K
Dorsey & Whitney Trust CO LLC 0.05% Add +7.6% 12,352 $892K
Davis Selected Advisers 0.01% No change 12,280 $887K
Brown Financial Advisors 0.35% Add +18.5% 12,174 $879K
Graham Capital Management, L.P. 0.04% Reduce -88.5% 12,168 $879K
SYM FINANCIAL Corp 0.11% New 12,080 $873K
Joel Isaacson & Co., LLC 0.04% No change 12,030 $869K
Boxwood Ventures, Inc. 1.16% New 11,990 $869K
American State Bank (Iowa) 0.52% No change 12,000 $867K
Abundance Wealth Counselors 0.19% Add +3.8% 11,974 $865K
Synergy Asset Management, LLC 0.07% New 11,934 $864K
XTX Topco Ltd 0.07% Reduce -13.8% 11,962 $864K
Integrated Advisors Network LLC 0.04% Reduce -81.9% 11,932 $862K
Focus Partners Advisor Solutions, LLC 0.01% Add +318.7% 11,850 $856K
Y.D. More Investments Ltd 0.08% Add +203.8% 11,850 $856K
American National Bank & Trust 0.10% Add +311.4% 11,848 $856K
Wolverine Trading, LLC 0.02% New 11,741 $847K
Terra Nova Asset Management LLC 0.64% New 11,644 $841K
Alpha Family Trust 0.47% No change 11,500 $831K
Mutual Advisors, LLC 0.02% Reduce -87.4% 10,478 $830K
AlTi Global, Inc. 0.02% Add +15.8% 11,335 $828K
Core Alternative Capital 0.17% Reduce -9.1% 11,460 $828K
Grant Private Wealth Management Inc 0.88% — 11,320 $818K
Root Financial Partners, LLC 0.10% New 11,308 $817K
Tyler-Stone Wealth Management 0.15% Reduce -10.5% 11,300 $816K
HMV Wealth Advisors, LLC 0.82% — 11,282 $815K
Burns J W & Co. Inc. 0.10% New 11,280 $815K
Willner & Heller, LLC 0.71% New 11,143 $805K
Texas Capital Bancshares Inc 0.32% No change 11,130 $804K
BSW Wealth Partners 0.12% Add +9.5% 11,111 $803K
SRN Advisors, LLC 0.71% New 11,079 $800K
Crew Capital Management, Ltd 0.66% Add +59.7% 11,070 $800K
Gries Financial LLC 0.14% Reduce -1.3% 11,034 $797K
Herold Advisors, Inc. 0.17% Reduce -15.5% 11,013 $795K
GoalVest Advisory LLC 0.21% No change 10,850 $784K
Zacks Investment Management 0.01% Reduce -18.8% 10,845 $783K
Cache Advisors, LLC 0.32% — 10,790 $779K
Nicholas Investment Partners, LP 0.08% New 10,783 $779K
Hillsdale Investment Management Inc. 0.04% Add +31.9% 10,750 $776K
Financial Advocates Investment Management 0.04% Add +13.7% 10,742 $776K
Family Firm, Inc. 0.17% Add +0.2% 10,735 $775K
CW Advisors, LLC 0.01% Add +18.0% 10,675 $771K
OneDigital Investment Advisors LLC 0.01% Reduce -10.7% 10,624 $767K
Prospera Financial Services Inc 0.02% Add +46.7% 10,580 $765K
Verdence Capital Advisors LLC 0.06% Reduce -1.2% 10,532 $761K
KPP Advisory Services LLC 0.18% Add +1.9% 10,509 $759K
Commerzbank Aktiengesellschaft 0.02% Add +32.8% 10,357 $748K
3Chopt Investment Partners, LLC 0.26% New 10,292 $746K
Concurrent Investment Advisors, LLC 0.02% New 10,281 $743K
Schechter Investment Advisors, LLC 0.06% Reduce -10.1% 10,277 $742K
Ceeto Capital Group, LLC 0.27% No change 10,100 $732K
Petrus Trust Company, LTA 0.07% Add +50.8% 10,103 $730K
Kestra Investment Management, LLC 0.03% Add +36.3% 10,028 $724K
Huntleigh Advisors, Inc. 0.16% — 10,000 $722K
Alberta Investment Management Corp 0.01% Reduce -94.2% 10,000 $722K
Cim Investment Management Inc. 0.21% Reduce -1.4% 9,852 $712K
Clarius Group, LLC 0.05% New 9,834 $710K
Avantax Planning Partners, Inc. 0.03% Add +12.0% 9,831 $710K
Graypoint LLC 0.04% Add +7.0% 9,829 $710K
SBI Securities Co., Ltd. 0.02% — 9,820 $709K
Strategic Blueprint, LLC 0.04% Add +23.0% 9,790 $707K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% Add +38.1% 9,765 $705K
Citizens Financial Group Inc. 0.01% New 9,762 $705K
Nicolet Bankshares Inc. 0.14% Reduce -0.9% 9,760 $705K
Pathway Financial Advisers, LLC 0.23% Add +7.4% 9,691 $700K
ICONIQ Capital, LLC 0.01% Add +157.9% 9,671 $699K
denkapparat Operations GmbH 1.03% — 9,638 $696K
Meridian Wealth Management, LLC 0.03% Add +0.8% 9,602 $694K
Buckley Wealth Management, LLC 0.21% New 9,591 $693K
Versor Investments LP 0.12% Reduce -34.0% 9,591 $693K
Brown Brothers Harriman & Co. 0.00% Add +0.4% 9,380 $678K
Lindbrook Capital, LLC 0.06% Reduce -2.8% 9,322 $673K
Systematic Financial Management LP 0.02% No change 9,300 $672K
Optimum Investment Advisors 0.30% No change 9,280 $670K
Global Financial Private Client, LLC 0.25% New 9,277 $670K
Busey Bank 0.02% No change 9,255 $668K
Sage Mountain Advisors LLC 0.05% Add +16.6% 9,204 $665K
Perpetual Ltd 0.01% Reduce -39.9% 9,202 $665K
SC&H Financial Advisors, Inc. 0.14% Add +1.1% 9,102 $657K
Sunpointe, LLC 0.33% Reduce -4.0% 9,024 $654K
Compound Planning, Inc. 0.03% Add +36.1% 9,049 $654K
Baron Capital (BAMCO) 0.00% Add +8.5% 9,019 $651K
ABN AMRO Bank N.V. 0.01% New 9,050 $647K
Strategic Wealth Investment Group, LLC 0.04% New 1,427 $647K
Seeds Investor LLC 0.18% Reduce -8.3% 8,954 $647K
Old National Bancorp 0.02% Reduce -7.5% 8,840 $639K
Legacy Advisors, LLC 0.06% New 8,795 $637K
Aaron Wealth Advisors LLC 0.07% Add +9.6% 8,786 $635K
Strategic Wealth Partners, Ltd. 0.05% Add +1.9% 7,570 $631K
Quantum Portfolio Management LLC 0.34% Reduce -0.4% 8,725 $630K
Maven Securities LTD 0.10% New 8,662 $626K
CFC Planning Co LLC 0.67% — 8,604 $621K
Westfuller Advisors, LLC 0.39% Reduce -8.2% 8,571 $621K
Peapack Gladstone Financial Corp. 0.01% Reduce -52.8% 8,594 $621K
Cercano Management LLC 0.02% New 8,560 $618K
Values First Advisors, Inc. 0.34% Reduce -15.8% 8,501 $614K
BlueSpruce Investments, LP 0.01% No change 8,470 $612K
Rehmann Capital Advisory Group 0.04% Reduce -0.6% 8,428 $609K
Parisi Gray Wealth Management 0.19% Reduce -24.7% 8,350 $603K
Chilton Investment Co. Inc. 0.02% New 8,340 $602K
Gold Investment Management Ltd. 0.25% Add +18.1% 8,335 $602K
Becker Capital Management Inc. 0.02% Add +0.5% 8,280 $600K
DRW Securities, LLC 0.04% New 8,295 $599K
Davis Investment Partners, LLC 0.25% No change 8,000 $597K
Avestar Capital, LLC 0.05% Add +4.1% 8,236 $597K
Woodward Diversified Capital, LLC 0.44% Add +39.3% 8,248 $596K
PFG Investments, LLC 0.04% Reduce -30.8% 8,230 $594K
Summit Financial, LLC 0.02% Reduce -1.7% 8,165 $592K
Sonora Investment Management Group, LLC 0.05% Reduce -2.7% 8,186 $591K
Thomasville National Bank 0.04% Add +0.7% 8,180 $591K
Evergreen Capital Management LLC 0.02% Reduce -5.8% 8,133 $589K
Red Door Wealth Management, LLC 0.09% New 8,155 $589K
Regatta Capital Group, LLC 0.11% Reduce -1.8% 8,141 $588K
Naviter Wealth, LLC 0.07% New 8,098 $587K
Simon Quick Advisors, LLC 0.04% Add +48.8% 8,112 $586K
Personal Cfo Solutions, LLC 0.11% New 8,073 $583K
Western Financial Corp 0.32% Reduce -29.4% 8,046 $581K
Westover Capital Advisors, LLC 0.13% No change 8,000 $578K
Orrstown Financial Services Inc. 0.15% Add +0.8% 7,981 $576K
McDonald Partners LLC 0.15% Add +8.1% 7,980 $576K
Tyche Wealth Partners LLC 0.12% Add +24.8% 7,915 $572K
Axxcess Wealth Management, LLC 0.01% Reduce -26.8% 7,910 $571K
Affinity Investment Advisors, LLC 0.48% No change 7,900 $571K
Transcend Capital Advisors, LLC 0.04% Reduce -16.0% 7,883 $569K
Perennial Investment Advisors, LLC 0.07% Reduce -3.1% 7,880 $569K
First Manhattan Co. Llc. 0.00% Reduce -2.5% 7,841 $568K
Pathway Financial Advisors LLC 0.13% Reduce -0.8% 7,850 $567K
CSS LLC 0.11% New 7,844 $567K
Ridgeline Wealth Planning, LLC 0.54% — 7,794 $563K
Stevens Capital Management LP 0.22% Add +82.0% 7,773 $561K
May Hill Capital, LLC 0.22% — 7,730 $558K
Darden Wealth Group Inc 0.38% Add +3.5% 7,690 $555K
Westside Investment Management, Inc. 0.12% No change 7,670 $554K
Cassaday & Co Wealth Management LLC 0.02% No change 7,660 $553K
Sagespring Wealth Partners, LLC 0.01% — 7,634 $551K
Forte Capital LLC 0.06% Reduce -11.9% 7,575 $547K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Reduce -2.6% 7,525 $545K
Prelude Capital Management, LLC 0.05% New 7,454 $538K
Ifrah Financial Services, Inc. 0.15% Reduce -4.0% 7,364 $532K
Oak Thistle LLC 0.16% New 7,315 $528K
Security National Bank of Sioux City Iowa 0.37% New 7,307 $528K
Truvestments Capital LLC 0.14% Add +4.7% 7,298 $527K
Fairvoy Private Wealth, LLC 0.14% — 7,260 $524K
Waverly Advisors, LLC 0.01% Add +29.1% 7,253 $524K
Nwam LLC 0.03% New 7,242 $523K
Western Wealth Management, LLC 0.03% Reduce -10.7% 7,231 $522K
DSG Capital Advisors, LLC 0.09% — 7,210 $521K
Paladin Wealth, LLC 0.45% Add +19.4% 7,200 $520K
Burford Brothers, Inc. 0.25% Add +1.2% 7,137 $516K
Amica Retiree Medical Trust 0.49% Reduce -8.0% 7,118 $514K
Main Management ETF Advisors, LLC 0.02% Reduce -8.3% 7,120 $514K
Janney Capital Management LLC 0.03% New 7,097 $513K
Transce3nd, LLC 0.17% — 7,000 $511K
Waldron Private Wealth LLC 0.02% New 7,068 $511K
Wealth Group, Ltd. 0.33% Add +12.8% 7,050 $509K
Physicians Financial Services, Inc. 0.15% New 7,030 $508K
Bryce Point Capital, LLC 0.15% — 7,005 $506K
Birinyi Associates Inc. 0.14% Reduce -6.7% 7,000 $506K
Shufro Rose & Co. LLC 0.04% No change 7,000 $506K
Midwest Financial Group LLC 0.29% New 6,975 $504K
Keyvantage Wealth, LLC 0.36% — 6,964 $503K
Transatlantique Private Wealth LLC 0.19% Reduce -1.8% 6,914 $499K
Hardy Reed LLC 0.04% Add +0.7% 6,886 $497K
Unique Wealth Strategies, LLC 0.22% Add +19.3% 6,871 $496K
Meridian Investment Counsel Inc. 0.14% No change 6,720 $485K
PDS Planning, Inc 0.04% Add +1.1% 6,690 $483K
Outlook Wealth Advisors, LLC 0.14% Add +40.1% 6,653 $481K
Global Trust Asset Management, LLC 0.18% New 6,650 $480K
LJI Wealth Management, LLC 0.09% Add +5.0% 6,645 $480K
AdvisorNet Financial, Inc 0.04% Add +7.3% 6,618 $478K
Security National Bank of So Dak 0.27% New 6,610 $477K
BNP Paribas 0.01% Reduce -58.7% 6,585 $476K
State of Wyoming 0.06% New 6,576 $475K
Advisory Resource Group 0.10% Reduce -0.1% 6,540 $472K
First Affirmative Financial Network 0.27% Add +5.6% 6,503 $470K
Carr Financial Group Corp 0.15% New 6,501 $470K
Financial Advisors, LLC 0.09% No change 6,500 $469K
Angeles Wealth Management, LLC 0.04% New 6,500 $469K
Dale Q Rice Investment Management Ltd 0.21% — 6,490 $469K
Madison Wealth Partners, Inc 0.13% Add +0.2% 6,482 $468K
Global Retirement Partners, LLC 0.01% Reduce -66.0% 6,457 $466K
GeoWealth Management, LLC 0.02% New 6,423 $464K
Kovack Advisors, Inc. 0.05% Add +19.3% 6,420 $464K
Net Worth Advisory Group 0.14% New 6,333 $457K
Tema ETFs LLC 0.19% — 6,264 $452K
Visionary Horizons, LLC 0.30% New 6,263 $452K
Oxford Asset Management LLP 0.21% New 6,263 $452K
Freedom Investment Management, Inc. 0.04% New 6,244 $451K
Strategy Asset Managers LLC 0.09% Reduce -10.2% 6,232 $450K
Earned Wealth Advisors, LLC 0.14% Reduce -6.1% 6,217 $449K
Stephens Inc. 0.01% Add +51.1% 6,194 $447K
Jackson Creek Investment Advisors LLC 0.13% Reduce -40.6% 6,174 $446K
Legacy Capital Wealth Partners, LLC 0.11% New 6,167 $445K
Watershed Private Wealth LLC 0.17% New 6,160 $445K
Parkside Financial Bank & Trust 0.06% Add +3.3% 6,105 $441K
Wolverine Asset Management LLC 0.03% New 6,102 $441K
Elite Wealth Management, Inc. 0.10% Reduce -8.0% 6,100 $441K
Holderness Investments Co. 0.10% Reduce -1.0% 6,081 $439K
Telos Capital Management, Inc. 0.05% Add +0.8% 6,070 $438K
Banque Transatlantique SA 0.01% — 6,035 $436K
Board of the Pension Protection Fund 0.50% — 6,000 $433K
Optas, LLC 0.09% Add +50.5% 5,992 $433K
Keystone Financial Group 0.04% Add +14.2% 5,914 $432K
Avidian Wealth Enterprises, LLC 0.02% New 5,980 $432K
Legal Advantage Investments, Inc. 0.23% Add +19.5% 5,973 $431K
Journey Strategic Wealth LLC 0.02% Add +13.7% 5,969 $431K
Gallacher Capital Management LLC 0.21% Reduce -14.5% 5,948 $430K
Hancock Whitney Corp. 0.01% No change 5,936 $429K
West Family Investments, Inc. 0.15% Add +8.7% 5,911 $427K
Everett Harris & Co. 0.01% New 5,910 $427K
Insigneo Advisory Services, LLC 0.04% Reduce -31.3% 5,898 $426K
Flagship Harbor Advisors, LLC 0.02% Reduce -6.8% 5,890 $425K
Dohj, LLC 0.10% Reduce -87.6% 5,874 $424K
Planning Alternatives Ltd. 0.07% No change 5,850 $423K
Shepherd Financial Partners LLC 0.05% Add +1.1% 5,806 $419K
World Investment Advisors 0.01% Add +114.0% 5,798 $419K
Pacific Point Advisors, LLC 0.25% — 5,200 $416K
BOS Asset Management, LLC 0.15% No change 5,750 $415K
Silver Coast Investments LLC 0.16% Add +25.1% 5,730 $414K
Quent Capital, LLC 0.04% Reduce -3.0% 5,676 $410K
Chilton Capital Management LLC 0.02% Reduce -1.4% 5,670 $410K
Financial Management Professionals, Inc. 0.05% Add +12.2% 5,643 $408K
Jamison Private Wealth Management, Inc. 0.06% Add +27.2% 5,624 $406K
Manchester Capital Management LLC 0.05% Add +10.0% 5,623 $406K
U.S. Capital Wealth Advisors, LLC 0.01% Add +45.8% 5,613 $405K
Lyell Wealth Management, LP 0.04% No change 5,600 $404K
Gsa Capital Partners LLP 0.03% Reduce -79.0% 5,594 $404K
Bradley Foster & Sargent Inc. 0.01% Reduce -11.6% 5,551 $401K
Essex Financial Services, Inc. 0.03% New 5,543 $400K
TD Private Client Wealth LLC 0.01% Reduce -78.9% 5,542 $400K
Caitlin John, LLC 0.27% Reduce -91.5% 5,535 $400K
Maridea Wealth Management LLC 0.13% — 5,513 $398K
Bahl & Gaynor LLC 0.00% No change 5,500 $397K
VeraBank, N.A. 0.11% Add +0.4% 5,482 $396K
Geller Advisors LLC 0.03% Add +9.2% 5,459 $395K
Sentry Investment Management LLC 0.19% Reduce -14.0% 5,461 $394K
Beacon Financial Group 0.04% Add +1.9% 5,431 $392K
Private Trust Co. NA 0.04% Reduce -46.3% 5,431 $392K
Forum Financial Management, LP 0.01% Add +75.9% 5,417 $391K
DeDora Capital, Inc. 0.11% Reduce -5.7% 5,415 $391K
Delta Financial Group, Inc. 0.09% New 5,390 $389K
Keel Point, LLC 0.03% Reduce -2.8% 5,383 $389K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.9% 5,379 $389K
Haverford Trust Co 0.00% Add +5.3% 5,350 $386K
AIA Group Ltd 0.01% Add +1.1% 5,329 $385K
SignalPoint Asset Management, LLC 0.09% Add +20.5% 5,313 $384K
Resonant Capital Advisors, LLC 0.03% Reduce -29.3% 5,259 $382K
Allred Capital Management, LLC 0.15% Add +1.5% 5,266 $380K
Evercore Wealth Management, LLC 0.01% New 5,264 $380K
Spire Wealth Management 0.01% Reduce -69.1% 5,205 $376K
Composition Wealth, LLC 0.01% New 5,202 $376K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -93.1% 5,195 $375K
Kingswood Wealth Advisors, LLC 0.03% Reduce -41.9% 5,167 $373K
Oxford Wealth Group, LLC 0.24% Add +44.9% 5,142 $371K
Veltria Advisors Corp. 0.15% New 5,136 $371K
McLean Asset Management Corp 0.11% Reduce -89.4% 5,122 $370K
ORBA Wealth Advisors, L.L.C. 0.19% No change 5,120 $370K
Conservest Capital Advisors, Inc. 0.04% Reduce -1.2% 5,120 $370K
Lodestar Private Asset Management LLC 0.05% No change 5,110 $369K
Tandem Capital Management Corp. 0.20% No change 5,100 $368K
Interchange Capital Partners, LLC 0.13% Add +0.6% 5,070 $366K
Centaurus Financial, Inc. 0.02% New 5,065 $366K
DGS Capital Management, LLC 0.09% Add +8.0% 5,053 $365K
Legacy Financial Advisors, Inc. 0.06% Add +5.7% 5,040 $364K
Kaizen Financial Strategies 0.21% Add +0.1% 5,036 $364K
Mine & Arao Wealth Creation & Management, LLC. 0.17% No change 5,000 $361K
Selway Asset Management 0.14% New 5,000 $361K
Harrell Investment Partners, LLC 0.10% New 5,000 $361K
Quintet Private Bank (Europe) S.A. 0.02% New 5,000 $361K
Bellevue Asset Management, LLC 0.19% No change 4,990 $360K
Ariadne Wealth Management, LP 0.16% New 4,297 $360K
Cidel Asset Management Inc. 0.02% Add +12.1% 4,977 $359K
Jackson Hole Capital Partners, LLC 0.07% New 4,950 $358K
BankPlus Wealth Management LLC 0.27% — 4,929 $356K
Hutchens & Kramer Investment Management Group, LLC 0.19% New 4,928 $356K
Biltmore Family Office, LLC 0.06% No change 4,890 $354K
Campbell & CO Investment Adviser LLC 0.03% New 4,856 $351K
Delta Investment Management, LLC 0.07% New 4,848 $350K
Portfolio Design Labs, LLC 0.07% New 4,829 $349K
PharVision Advisers, LLC 0.29% — 4,808 $347K
Guerra Pan Advisors, LLC 0.25% No change 4,800 $347K
Curi Capital, LLC 0.01% New 4,786 $346K
Caitong International Asset Management Co., Ltd 0.34% — 4,763 $344K
Valley Brook Capital Group, Inc. 0.26% No change 4,750 $343K
Prasad Wealth Partners, LLC 0.11% — 4,702 $340K
Continuum Wealth Advisors, LLC 0.17% No change 4,700 $339K
Integrity Alliance, Llc. 0.04% — 4,690 $339K
Florida Financial Advisors, LLC 0.15% New 4,686 $338K
Maxele Advisors, LLC 0.32% — 4,670 $337K
Elyxium Wealth, LLC 0.21% Reduce -33.9% 4,670 $337K
Capital International Sarl 0.01% Reduce -16.3% 4,670 $337K
HBK Sorce Advisory LLC 0.01% Reduce -23.8% 4,649 $336K
SageView Advisory Group, LLC 0.01% Reduce -2.1% 4,642 $335K
Nicolet Advisory Services, LLC 0.03% Reduce -90.1% 4,485 $335K
Brady Martz Wealth Solutions, LLC 0.08% — 4,453 $334K
Caldwell Trust Co 0.03% No change 4,620 $334K
Trust Point Inc. 0.02% Reduce -40.9% 4,615 $333K
Veracity Capital LLC 0.12% New 4,612 $333K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 4,610 $333K
Prosperity Financial Group, Inc. 0.17% New 4,609 $333K
Bordeaux Wealth Advisors LLC 0.05% Add +4.0% 4,608 $333K
Hoxton Planning & Management, LLC 0.13% Reduce -0.6% 4,602 $332K
Callan Capital, LLC 0.02% Reduce -0.7% 4,596 $332K
Groupe la Francaise 0.01% — 4,494 $328K
FFT Wealth Management LLC 0.02% New 4,526 $327K
Cherokee Insurance Co 0.15% — 4,500 $325K
Nelson Capital Management, LLC 0.05% No change 4,490 $324K
Salem Investment Counselors Inc. 0.01% Reduce -0.7% 4,470 $324K
Laurion Capital Management LP 0.02% New 4,458 $322K
Integral Investment Advisors, Inc. 0.10% New 4,450 $321K
Alps Advisors Inc. 0.00% New 4,449 $321K
Catalyst Financial Partners LLC 0.06% Reduce -3.9% 4,423 $319K
Syntegra Private Wealth Group, LLC 0.04% Add +2.1% 4,423 $319K
Townsend & Associates, Inc 0.03% Reduce -90.0% 3,919 $319K
Sather Financial Group Inc 0.02% No change 4,370 $316K
AlphaQuest LLC 0.04% Reduce -71.8% 4,354 $314K
West Wealth Group, LLC 0.09% Add +0.2% 4,348 $314K
Tennessee Valley Asset Management Partners 0.05% No change 4,344 $314K
Stonehaven Wealth & Tax Solutions, LLC 0.34% — 4,340 $313K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -0.4% 4,314 $312K
Fiduciary Financial Group, LLC 0.07% New 4,173 $312K
Retirement Income Solutions, Inc. 0.06% Add +2.4% 4,300 $311K
Quotient Wealth Partners, LLC 0.01% New 4,287 $310K
Alta Advisers Ltd 0.20% Add +7.0% 4,280 $309K
Ramirez Asset Management, Inc. 0.06% Add +10.3% 4,280 $309K
Fortress Financial Solutions, LLC 0.44% — 4,273 $309K
Baader Bank Aktiengesellschaft 0.03% New 4,270 $308K
Horizon Family Wealth, Inc. 0.20% Add +1.8% 4,257 $307K
Braun-Bostich & Associates Inc. 0.22% Add +0.8% 4,253 $307K
EverSource Wealth Advisors, LLC 0.02% Add +41.5% 4,231 $306K
Full Sail Capital, LLC 0.02% Add +3.7% 4,210 $304K
CFS Investment Advisory Services, LLC 0.03% Add +4.6% 4,204 $304K
Confluence Wealth Services, Inc. 0.02% Add +20.3% 3,730 $303K
Zions Bancorporation, N.A. 0.02% Add +15.8% 4,191 $303K
Mascoma Wealth Management LLC 0.08% No change 4,190 $303K
Rathbones Group PLC 0.00% Add +2.0% 4,170 $301K
Independent Solutions Wealth Management, LLC 0.07% Add +14.7% 4,163 $301K
Ancora Advisors LLC 0.01% Add +49.6% 4,159 $300K
Investment Partners Asset Management, Inc. 0.24% Add +3.2% 4,147 $300K
Capital Advisors, Ltd. LLC 0.04% Add +0.4% 4,138 $299K
Hoey Investments, Inc. 0.05% Add +726.0% 4,130 $298K
Equitable Trust Co. 0.02% Reduce -73.0% 4,103 $296K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.3% 4,098 $296K
Seaview Investment Managers LLC 0.08% New 4,081 $295K
Ignite Planners, LLC 0.06% Reduce -7.0% 3,915 $294K
Bridgefront Capital, LLC 0.10% New 4,034 $291K
Cromwell Holdings LLC 0.17% No change 4,020 $291K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +173.0% 4,013 $290K
Roberts Glore & Co. Inc. 0.09% Add +6.0% 4,005 $289K
Osborne Partners Capital Management, LLC 0.02% No change 4,001 $289K
Core Wealth Partners LLC 0.17% New 4,000 $289K
One Charles Private Wealth Services, LLC 0.10% Reduce -5.7% 4,000 $289K
James Investment Research, Inc. 0.03% No change 4,000 $289K
Enterprise Financial Services Corp 0.16% Reduce -1.8% 3,977 $287K
Insight Advisors, LLC/ PA 0.05% Reduce -1.7% 3,963 $286K
TRUE Private Wealth Advisors 0.03% New 3,956 $286K
Childress Capital Advisors, LLC 0.08% Reduce -29.4% 3,938 $284K
Executive Wealth Management, LLC 0.02% New 3,935 $284K
Great Diamond Partners, LLC 0.07% Add +2.9% 3,911 $282K
Debussy Capital Management LP 0.04% Add +15.0% 3,725 $282K
Verity & Verity, LLC 0.03% No change 3,900 $282K
Castle Rock Wealth Management, LLC 0.07% New 3,394 $281K
Hollencrest Capital Management 0.01% Reduce -89.0% 3,888 $281K
Exencial Wealth Advisors, LLC 0.01% Reduce -15.2% 3,884 $281K
Silver Oak Securities, Incorporated 0.03% New 3,874 $280K
RMR Wealth Builders 0.03% New 3,855 $278K
WoodTrust Financial Corp 0.04% Add +0.4% 3,836 $277K
Wolff Wiese Magana LLC 0.18% Add +34.3% 3,827 $276K
Clark Financial Services Group Inc. 0.21% Reduce -20.7% 3,816 $276K
Destiny Wealth Partners, LLC 0.04% Add +1.2% 3,795 $274K
Equitable Holdings, Inc. 0.00% Add +5.3% 3,782 $273K
Boothbay Fund Management, LLC 0.01% New 3,778 $273K
Savvy Advisors, Inc. 0.03% Add +3.6% 3,771 $272K
Kendall Capital Management 0.08% No change 3,770 $272K
Congress Asset Management Co. 0.00% Add +0.4% 3,764 $272K
Mosley Wealth Management 0.17% Reduce -88.1% 3,598 $270K
Diversified Trust Co. 0.01% Reduce -89.2% 3,741 $270K
Simmons Bank 0.02% Reduce -6.0% 3,740 $270K
Zhang Financial LLC 0.02% Add +6.2% 3,717 $268K
Pure Financial Advisors, LLC 0.01% New 3,707 $268K
Readystate Asset Management LP 0.02% New 3,704 $268K
Jessup Wealth Management, Inc 0.11% New 3,698 $267K
Hexagon Capital Partners LLC 0.05% New 3,683 $266K
Moneco Advisors, LLC 0.03% New 3,658 $264K
Coastal Bridge Advisors, LLC 0.07% Add +4.8% 3,636 $263K
Fortress Private Ledger, LLC 0.16% — 3,628 $262K
Concourse Financial Group Securities, Inc. 0.01% Reduce -15.5% 3,145 $262K
Stock Yards Bank & Trust Co. 0.01% Add +3.1% 3,620 $261K
Aries Wealth Management 0.07% New 3,610 $261K
Stillwater Capital Advisors, LLC 0.03% No change 3,608 $261K
Seven Mile Advisory 0.17% Reduce -6.2% 3,591 $259K
Triad Wealth Partners, LLC 0.09% New 3,584 $259K
Walker Asset Management, LLC 0.16% Add +0.3% 3,581 $259K
Abc Arbitrage SA 0.04% — 3,544 $256K
Consilium Wealth Advisory, LLC 0.12% No change 3,540 $256K
Oppenheimer Asset Management Inc. 0.00% Add +36.1% 3,525 $255K
Parsons Capital Management Inc. 0.01% Add +6.3% 3,520 $254K
Whelan Financial 0.10% New 3,519 $254K
Indie Asset Partners, LLC 0.20% No change 3,512 $254K
Wealthquest Corp 0.02% Add +4.2% 3,510 $254K
Rothschild Investment LLC 0.02% Add +5.7% 3,509 $253K
Garrett Wealth Advisory Group, LLC 0.06% New 3,494 $252K
Brucke Financial, Inc. 0.22% — 3,112 $252K
Sittner & Nelson, LLC 0.11% No change 3,480 $251K
Capstone Financial Advisors, Inc. 0.02% No change 3,477 $251K
Alhambra Investment Management LLC 0.13% New 3,476 $251K
Powell Investment Advisors, LLC 0.12% New 3,460 $251K
Relyea Zuckerberg Hanson LLC 0.03% Add +11.1% 3,466 $250K
Foundry Partners, LLC 0.01% No change 3,450 $249K
CLG LLC 0.09% — 3,444 $249K
CYBER HORNET ETFs LLC 0.24% Add +0.7% 3,435 $248K
Americana Partners, LLC 0.01% Reduce -30.1% 3,426 $247K
Tucker Asset Management LLC 0.06% Add +37.7% 3,402 $246K
Brass Tax Wealth Management, Inc. 0.05% No change 3,400 $246K
Northstar Group, Inc. 0.04% No change 3,400 $246K
Symphony Financial, Ltd. Co. 0.04% Reduce -20.1% 2,995 $244K
Saxon Interests, Inc. 0.11% New 3,370 $243K
Affinity Wealth Management LLC 0.04% Reduce -22.7% 3,370 $243K
Bluespring Wealth Management, LLC 0.02% Reduce -0.5% 3,344 $242K
Olympiad Research LP 0.25% Reduce -53.9% 3,339 $241K
Dock Street Asset Management Inc. 0.03% No change 3,330 $241K
Traynor Capital Management, Inc. 0.02% Add +12.0% 3,326 $240K
Destination Wealth Management 0.01% Add +19.9% 3,320 $240K
Advus Financial Partners, LLC 0.07% New 3,315 $239K
Crestmont Private Wealth LLC 0.11% Add +23.7% 3,314 $239K
KDT Advisors, LLC 0.35% — 3,310 $239K
Blume Capital Management, Inc. 0.05% No change 3,300 $238K
Somerset Trust Co 0.09% New 3,297 $238K
IFG Advisory, LLC 0.01% New 3,293 $238K
NFSG Corp 0.06% New 3,292 $238K
Algert Global LLC 0.01% Reduce -52.6% 3,289 $238K
Premier Path Wealth Partners, LLC 0.04% Reduce -13.9% 3,270 $236K
Five Oceans Advisors 0.11% Reduce -6.8% 3,263 $236K
Zullo Investment Group, Inc. 0.10% New 3,258 $235K
Apella Capital, LLC 0.01% Reduce -90.1% 3,254 $235K
Ipswich Investment Management Co., Inc. 0.06% New 3,250 $235K
Lester Murray Antman dba SimplyRich 0.07% No change 3,240 $234K
Baldwin Wealth Partners LLC 0.02% Add +255.2% 3,232 $233K
Edgestream Partners, L.P. 0.01% New 3,230 $233K
Wesbanco Bank Inc. 0.01% Add +5.6% 3,230 $233K
Sovran Advisors, LLC 0.03% — 3,092 $232K
Smith Thornton Advisors LLC 0.15% No change 3,200 $231K
Arete Wealth Advisors, LLC 0.02% New 3,186 $230K
Murphy & Mullick Capital Management Corp 0.21% — 3,180 $230K
Bayforest Capital Ltd 0.29% — 3,181 $230K
Winch Advisory Services, LLC 0.06% Add +29.3% 3,180 $230K
Atala Financial Inc 0.16% — 3,177 $229K
Kavar Capital Partners Group, LLC 0.04% New 3,120 $225K
J.W. Cole Advisors, Inc. 0.01% Reduce -20.5% 3,117 $225K
Regent Peak Wealth Advisors LLC 0.05% New 3,106 $224K
Main Street Financial Solutions, LLC 0.02% Add +0.3% 3,099 $224K
Austin Private Wealth, LLC 0.02% Add +60.4% 3,096 $224K
Dynamic Wealth Strategies, LLC 0.20% Reduce -0.5% 3,075 $222K
Claro Advisors Inc. 0.03% Reduce -41.7% 3,074 $222K
Schnieders Capital Management LLC 0.04% New 3,060 $221K
Franklin Street Advisors Inc. 0.01% Reduce -9.0% 3,050 $220K
Element Wealth, LLC 0.11% Add +0.2% 3,027 $219K
Northside Capital Management, LLC 0.06% No change 3,010 $217K
Virtus Investment Advisers, LLC 0.17% No change 3,000 $217K
Builder Investment Group Inc. 0.06% New 3,000 $217K
Center For Asset Management LLC 0.14% New 2,994 $216K
Obsidian Personal Planning Solutions LLC 0.10% New 2,668 $216K
Stratos Investment Management, LLC 0.01% New 2,992 $216K
Sivia Capital Partners, LLC 0.11% New 2,982 $215K
Essex Bank 0.05% Reduce -0.7% 2,969 $214K
C M Bidwell & Associates Ltd. 0.13% Reduce -3.3% 2,960 $214K
Moss Adams Wealth Advisors LLC 0.02% Reduce -6.3% 2,922 $212K
Farmers Trust Co. 0.04% Reduce -7.9% 2,930 $212K
Cornerstone Wealth Group, LLC 0.02% Add +6.5% 2,928 $211K
Invenio Wealth Partners LLC 0.09% Add +3.0% 2,925 $211K
Signature Wealth Management Group 0.08% Reduce -0.7% 2,920 $211K
Realta Investment Advisors 0.09% New 2,800 $210K
Bill Few Associates, Inc. 0.07% New 2,900 $209K
Natural Investments, LLC 0.06% — 2,904 $209K
Milestone Resources Group Ltd 0.01% No change 2,890 $209K
Hudock, Inc. 0.04% Add +11.5% 2,889 $209K
Councilor Wealth, LLC 0.10% New 2,880 $208K
AlphaCore Capital LLC 0.04% New 2,870 $208K
Thrive Wealth Management, LLC 0.04% Reduce -12.5% 2,878 $208K
Ascentis Independent Advisors 0.04% New 2,872 $207K
Smith Salley Wealth Management 0.01% New 2,861 $207K
DHK Financial Advisors, Inc. 0.13% No change 2,850 $207K
Harbour Investments, Inc. 0.01% New 2,856 $206K
Sendero Wealth Management, LLC 0.03% New 2,821 $204K
Nixon Peabody Trust Co. 0.02% New 2,812 $203K
Brickley Wealth Management 0.04% No change 2,800 $202K
Asset Dedication, LLC 0.02% No change 2,790 $202K
Freestone Capital Holdings, LLC 0.01% New 2,788 $201K
BridgePort Financial Solutions, LLC 0.09% — 2,637 $201K
Addison Advisors LLC 0.05% Reduce -17.2% 2,708 $196K
Stonebridge Financial Group, LLC 0.02% — 2,673 $193K
Creative Financial Designs Inc. 0.01% Add +281.2% 2,554 $184K
NewSquare Capital LLC 0.01% Reduce -97.2% 2,483 $179K
Covestor Ltd 0.11% Add +135.5% 2,473 $179K
LRI Investments, LLC 0.02% Reduce -90.4% 2,460 $178K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +13.9% 2,450 $177K
Capula Management Ltd 0.00% New 2,448 $177K
Anchor Investment Management, LLC 0.02% Reduce -9.3% 2,421 $175K
First Horizon Advisors, Inc. 0.00% Reduce -3.5% 2,413 $174K
Arlington Trust Co LLC 0.04% Add +74.5% 2,390 $173K
Field & Main Bank 0.06% Reduce -9.8% 2,380 $172K
Evermay Wealth Management LLC 0.03% No change 2,340 $169K
Versant Capital Management, Inc 0.03% New 2,198 $159K
Catalyst Capital Advisors LLC 0.00% Add +64.2% 2,118 $153K
YANKCOM Partnership 0.08% — 2,117 $153K
Armstrong Advisory Group, Inc. 0.01% No change 2,110 $152K
Aventura Private Wealth, LLC 0.08% — 2,090 $151K
CoreCap Advisors, LLC 0.01% New 2,075 $150K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.3% 2,054 $149K
Gables Capital Management Inc. 0.07% New 2,040 $147K
Centiva Capital, LP 0.01% New 2,008 $145K
Quarry LP 0.03% Add +141.0% 2,000 $144K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 2,000 $144K
Caldwell Sutter Capital, Inc. 0.07% Reduce -1.6% 1,969 $142K
Geneos Wealth Management Inc. 0.01% Reduce -0.7% 1,966 $142K
Cape Investment Advisory, Inc. 0.05% New 1,905 $138K
Golden State Wealth Management, LLC 0.02% — 1,898 $137K
Reyes Financial Architecture, Inc. 0.11% — 1,883 $136K
Washington Trust Advisors, Inc. 0.01% Add +1.4% 1,764 $127K
General Partner, Inc. 0.08% No change 1,740 $126K
Coston, McIsaac & Partners 0.04% Add +0.4% 1,677 $121K
Hager Investment Management Services, LLC 0.07% — 1,660 $120K
First Pacific Financial 0.03% No change 1,640 $118K
Western Pacific Wealth Management, LP 0.09% Add +7.0% 1,583 $114K
Bogart Wealth, LLC 0.01% No change 1,550 $112K
Hemington Wealth Management 0.03% Reduce -89.7% 1,538 $111K
Avior Wealth Management, LLC 0.00% Add +12.1% 1,524 $110K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,520 $110K
Jupiter Wealth Management LLC 0.05% No change 1,500 $108K
Aster Capital Management (DIFC) Ltd 0.04% New 1,495 $108K
Arax Advisory Partners 0.01% Add +119.4% 1,470 $106K
Brown, Lisle/Cummings, Inc. 0.03% Add +81.3% 1,450 $105K
Compass Wealth Management LLC 0.02% No change 1,410 $102K
GW&K Investment Management, LLC 0.00% Add +11.4% 1,393 $101K
ORG Partners LLC 0.01% No change 1,310 $95K
CBIZ Investment Advisory Services, LLC 0.00% New 1,295 $94K
Colonial Trust Co / SC 0.01% Add +292.7% 1,296 $94K
Union Savings Bank 0.04% No change 1,250 $90K
Atticus Wealth Management, LLC 0.03% Add +0.2% 1,162 $84K
Evelyn Partners Investment Management LLP 0.00% — 1,160 $84K
Colonial Trust Advisors 0.01% No change 1,150 $83K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -95.8% 1,136 $82K
Carolinas Wealth Consulting LLC 0.02% New 1,091 $79K
Archer Investment Corp 0.02% Add +0.3% 1,093 $79K
Riverview Trust Co 0.07% Reduce -1.8% 1,090 $79K
Gen-Wealth Partners Inc 0.03% Reduce -90.0% 1,040 $75K
JFS Wealth Advisors, LLC 0.01% No change 1,030 $74K
Sandy Spring Bank 0.00% Add +10.7% 1,018 $74K
Toth Financial Advisory Corp. 0.01% No change 1,000 $72K
Centerpoint Advisors, LLC 0.03% No change 1,000 $72K
Loomis Sayles & Co. L P 0.00% Reduce -83.5% 979 $71K
Beacon Capital Management, LLC 0.01% No change 970 $70K
Kozak & Associates, Inc. 0.02% Reduce -97.3% 918 $69K
EnRich Financial Partners LLC 0.02% New 930 $67K
Abound Wealth Management 0.02% Add +0.2% 922 $67K
Continuum Advisory, LLC 0.01% New 905 $65K
Raleigh Capital Management Inc. 0.03% Add +2.4% 901 $65K
Orion Capital Management LLC 0.03% New 900 $65K
WFA Asset Management Corp 0.03% No change 870 $63K
Sierra Ocean, LLC 0.05% — 865 $62K
Pinnacle Bancorp, Inc. 0.02% Add +681.8% 860 $62K
DT Investment Partners, LLC 0.01% No change 860 $62K
Mizuho Bank, Ltd. 0.02% New 850 $61K
Atlatl Advisers LLC 0.04% — 830 $60K
Modus Advisors, LLC 0.02% New 818 $59K
Silicon Valley Capital Partners 0.01% Reduce -22.8% 811 $59K
Holos Integrated Wealth LLC 0.04% — 810 $59K
Fourth Dimension Wealth, LLC 0.03% — 800 $58K
Kohmann Bosshard Financial Services, LLC 0.01% New 800 $58K
Perkins Coie Trust Co 0.01% No change 790 $57K
S.A. Mason LLC 0.03% New 770 $56K
Delta Asset Management LLC 0.01% Reduce -56.5% 770 $56K
Rise Advisors, LLC 0.03% New 745 $54K
McIlrath & Eck, LLC 0.01% New 712 $51K
Valued Wealth Advisors LLC 0.03% Add +2.9% 700 $51K
Longview Financial Advisors LLC 0.03% — 700 $51K
J.Safra Asset Management Corp 0.00% New 690 $50K
R Squared Ltd 0.05% — 680 $49K
Richards, Merrill & Peterson, Inc. 0.03% — 680 $49K
Highline Wealth Partners LLC 0.02% Reduce -2.0% 676 $49K
Barrett & Company, Inc. 0.02% Reduce -76.5% 666 $48K
New Wave Wealth Advisors LLC 0.02% New 650 $47K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 620 $47K
Retirement Wealth Solutions LLC 0.04% — 625 $47K
Financial Freedom, LLC 0.02% New 633 $46K
Rosenberg Matthew Hamilton 0.01% No change 620 $45K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 600 $43K
Fortitude Family Office, LLC 0.02% Reduce -0.3% 598 $43K
Quest 10 Wealth Builders, Inc. 0.04% — 560 $40K
Eagle Bay Advisors LLC 0.03% Reduce -41.6% 555 $40K
Activest Wealth Management 0.01% Add +25.9% 554 $40K
Cranbrook Wealth Management, LLC 0.01% No change 550 $40K
Strengthening Families & Communities, LLC 0.02% Reduce -97.1% 536 $39K
Roxbury Financial LLC 0.04% — 518 $38K
Lavaca Capital LLC 0.02% New 530 $38K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -3.7% 520 $37K
Laurel Wealth Advisors LLC 0.01% New 510 $37K
Putney Financial Group LLC 0.03% — 500 $36K
Tradewinds Capital Management, LLC 0.01% No change 500 $36K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -74.1% 500 $36K
Rakuten Securities, Inc. 0.01% Reduce -35.3% 498 $36K
Ethos Financial Group, LLC 0.00% New 486 $36K
Cedar Wealth Management, LLC 0.01% New 470 $34K
Promus Capital, LLC 0.03% — 460 $33K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 460 $33K
Citizens National Bank Trust Department 0.01% No change 450 $33K
Pension & Wealth Management Advisors, Inc. 0.01% New 445 $32K
Cornerstone Planning Group LLC 0.01% Reduce -88.1% 420 $32K
BOK Financial Private Wealth, Inc. 0.00% Add +4230.0% 433 $31K
Stephens Consulting, LLC 0.01% No change 430 $31K
Park Square Financial Group, LLC 0.02% — 423 $31K
Finley Financial, LLC 0.02% — 400 $30K
Avalon Trust Co 0.00% Reduce -10.9% 410 $30K
Country Trust Bank 0.00% No change 400 $29K
Beaird Harris Wealth Management, LLC 0.00% Add +252.7% 388 $28K
Bell Investment Advisors, Inc 0.01% Reduce -6.3% 384 $28K
WPG Advisers, LLC 0.03% — 380 $27K
Atwood & Palmer Inc. 0.00% New 370 $27K
MPWM Advisory Solutions, LLC 0.02% — 370 $27K
West Paces Advisors Inc. 0.01% New 370 $27K
Financial Perspectives, Inc 0.01% Add +0.9% 343 $25K
Fairway Wealth LLC 0.01% No change 340 $25K
Sachetta, LLC 0.01% Reduce -6.1% 338 $24K
VSM Wealth Advisory, LLC 0.01% — 330 $24K
Clearstead Trust, LLC 0.01% No change 330 $24K
JNBA Financial Advisors 0.00% No change 300 $22K
SouthState Bank Corp 0.00% No change 290 $21K
Private Wealth Management Group, LLC 0.01% Add +1.8% 285 $21K
TFC Financial Management, Inc. 0.00% Reduce -31.7% 280 $20K
Evelyn Partners Asset Management Ltd 0.01% — 270 $20K
Oarsman Capital, Inc. 0.00% No change 270 $20K
Belmont Capital, LLC 0.00% New 264 $19K
Bollard Group LLC 0.00% Reduce -1.1% 257 $19K
Prestige Wealth Management Group LLC 0.00% No change 250 $18K
MCF Advisors LLC 0.00% No change 250 $18K
West Financial Advisors, LLC 0.00% New 250 $18K
Halbert Hargrove Global Advisors, LLC 0.00% New 241 $17K
Aspect Partners, LLC 0.01% No change 240 $17K
Raffa Wealth Management, LLC 0.00% Reduce -14.1% 232 $17K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 220 $16K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 220 $16K
Dunhill Financial, LLC 0.01% Reduce -15.8% 219 $16K
Wingate Wealth Advisors, Inc. 0.01% — 210 $15K
Birchbrook, Inc. 0.01% Reduce -0.5% 209 $15K
Capital A Wealth Management, LLC 0.03% — 209 $15K
Summit Securities Group LLC 0.01% New 203 $15K
Synergy Investment Management, LLC 0.01% — 202 $15K
Legacies Wealth LLC 0.01% No change 200 $14K
Towne Trust Company, N.A 0.01% No change 200 $14K
North Star Investment Management Corp. 0.00% Add +300.0% 200 $14K
High Note Wealth, LLC 0.00% New 196 $14K
Sugarloaf Wealth Management, LLC 0.00% New 194 $14K
Ulland Investment Advisors, LLC 0.01% No change 200 $14K
Northwest Capital Management Inc 0.01% Add +0.6% 181 $13K
2UniFi Bank 0.01% — 180 $13K
Global Wealth Strategies & Associates 0.00% No change 170 $12K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -15.8% 160 $12K
Motco 0.00% No change 160 $12K
Fortis Group Advisors, LLC 0.00% No change 150 $11K
City Holding Co. 0.00% No change 150 $11K
WealthCollab, LLC 0.01% No change 140 $10K
Lee Danner & Bass Inc. 0.00% New 139 $10K
Bruce G. Allen Investments, LLC 0.01% New 137 $10K
WR Wealth Planners, LLC 0.00% New 133 $10K
Davidson Capital Management Inc. 0.00% Add +10.0% 132 $10K
SJS Investment Consulting Inc. 0.00% Reduce -23.5% 130 $9K
Medallion Wealth Advisors, LLC 0.00% — 130 $9K
S&T Bank 0.00% New 130 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 130 $9K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -39.0% 122 $9K
Comprehensive Financial Planning, Inc. 0.01% — 120 $9K
Decker Retirement Planning Inc. 0.01% — 120 $9K
Westend Capital Management, LLC 0.00% New 120 $9K
True Wealth Design, LLC 0.00% Reduce -67.6% 120 $9K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +420.0% 104 $8K
One River Asset Management, LLC 0.01% New 105 $8K
CGC Financial Services, LLC 0.00% New 102 $7K
Hartford Financial Management Inc. 0.00% Add +44.3% 101 $7K
Legacy Bridge, LLC 0.00% No change 100 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 100 $7K
Creekmur Asset Management LLC 0.00% No change 100 $7K
Peoples Bank 0.01% No change 100 $7K
Richardson Capital Management LLC 0.00% New 90 $7K
Olistico Wealth, LLC 0.00% New 90 $7K
Red Tortoise LLC 0.00% No change 90 $7K
Piscataqua Savings Bank 0.01% No change 90 $6K
PayPay Securities Corp 0.28% Add +340.0% 88 $6K
Arcadia Investment Management Corp. 0.00% No change 80 $6K
FLP Wealth Management, LLC 0.01% — 72 $5K
Crewe Advisors LLC 0.00% Reduce -91.7% 70 $5K
Noble Wealth Management PBC 0.00% — 70 $5K
Solstein Capital, LLC 0.00% New 70 $5K
Bellwether Advisors, LLC 0.00% New 70 $5K
Avion Wealth 0.00% Add +3.8% 83 $5K
Clark Wealth Partners 0.00% — 65 $5K
Front Row Advisors LLC 0.00% No change 60 $4K
Kentucky Trust Co 0.00% — 60 $4K
Clean Yield Group 0.00% New 60 $4K
Ruedi Wealth Management, Inc. 0.00% No change 60 $4K
Pacific Center for Financial Services 0.00% No change 60 $4K
Heritage Wealth Advisors 0.00% No change 60 $4K
WealthTrak Capital Management LLC 0.00% — 55 $4K
Centricity Wealth Management, LLC 0.00% — 50 $4K
ESL Trust Services, LLC 0.00% No change 50 $4K
Coastline Trust Co 0.00% No change 50 $4K
Hoese & Co LLP 0.00% No change 50 $4K
Glass Jacobson Investment Advisors llc 0.00% New 43 $3K
Indiana Trust & Investment Management Co 0.00% New 41 $3K
Financial Life Planners 0.00% — 41 $3K
Trifecta Capital Advisors, LLC 0.00% No change 40 $3K
Crowley Wealth Management, Inc. 0.00% — 40 $3K
Park Place Capital Corp 0.00% New 40 $3K
SWAN Capital LLC 0.00% New 39 $3K
Principia Wealth Advisory, LLC 0.00% — 38 $3K
Conquis Financial LLC 0.00% — 31 $2K
Vermillion Wealth Management, Inc. 0.00% — 30 $2K
Tortoise Investment Management, LLC 0.00% Reduce -76.9% 30 $2K
Winnacle Wealth LLC 0.00% — 29 $2K
Capital Analysts, LLC 0.00% Reduce -45.0% 33 $2K
TD Capital Management LLC 0.00% New 25 $2K
Chesapeake Asset Management LLC 0.00% New 25 $2K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -50.0% 20 $1K
Catherine Avery Investment Management LLC 0.00% — 20 $1K
Parkworth Wealth Management, Inc. 0.00% — 20 $1K
Capital & Planning, LLC 0.00% — 20 $1K
Stance Capital LLC 0.00% — 20 $1K
Physician Wealth Advisors, Inc. 0.00% New 15 $1K
Clear Investment Research, LLC 0.00% New 12 $878
1620 Investment Advisors, Inc. 0.00% Add +10.0% 11 $802
Fairscale Capital, LLC 0.00% No change 10 $725
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $723
West Branch Capital LLC 0.00% Reduce -98.5% 10 $723
Menard Financial Group LLC 0.00% New 10 $722
Sugar Maple Asset Management, LLC 0.00% New 5 $361
Legacy Investment Solutions, LLC 0.00% New 4 $330
Legacy Wealth Managment, LLC 0.00% New 4 $330
FSC Wealth Advisors, LLC 0.00% New 200 $122
Lanark Financial, Inc. 0.01% — 1 $83

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