Lumen TechnologiesLUMN
13F holders, Q1 2025 (March 31)535holders −18
62new positions
80sold out
9famous investors
$3.93avg. 13F price*
At the end of Q1 2025, 535 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, down 18 from Q4 2024. 62 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($586.0M), Vanguard Group Inc. ($428.9M) and State Street Corp. ($190.0M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $16.3M |
| Exits | 80 | $30.8M |
All 13F filers, Q4 2024 → Q1 2025: 54,269,281 shares bought and 47,380,449 shares sold, net +6,888,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| BlackRock, Inc. | 0.01% | Add +0.9% | 149,482,504 | $586.0M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 109,405,246 | $428.9M |
| State Street Corp. | 0.01% | Reduce -3.4% | 48,475,903 | $190.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 23,960,264 | $94.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -14.3% | 22,673,771 | $88.9M |
| First Trust Advisors LP | 0.07% | Add +2.6% | 18,712,600 | $73.4M |
| Morgan Stanley | 0.00% | Add +44.1% | 17,087,898 | $67.0M |
| HSBC Holdings PLC | 0.04% | Reduce -12.6% | 15,520,048 | $60.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +39.0% | 13,637,663 | $53.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 12,306,513 | $48.2M |
| Norges Bank | 0.01% | Reduce -1.9% | 11,757,333 | $46.1M |
| Renaissance Technologies | 0.07% | Reduce -3.2% | 11,293,403 | $44.3M |
| Man Group plc | 0.13% | Add +537.2% | 11,122,399 | $43.6M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -12.7% | 11,106,390 | $43.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.2% | 10,773,173 | $42.2M |
| UBS Group AG | 0.01% | Add +8.1% | 10,408,757 | $40.8M |
| Invesco Ltd. | 0.01% | Add +94.5% | 10,276,782 | $40.3M |
| LM Asset Management Inc. | 39.48% | Add +11.3% | 9,803,900 | $38.4M |
| Two Sigma Investments, LP | 0.08% | Add +2.3% | 9,062,878 | $35.5M |
| Allianz Asset Management GmbH | 0.05% | Add +12.6% | 8,772,315 | $34.4M |
| Two Sigma Advisers, LP | 0.07% | Add +3.8% | 7,791,314 | $30.5M |
| Hennessy Advisors Inc. | 1.01% | Reduce -8.9% | 7,735,100 | $30.3M |
| D. E. Shaw & Co. | 0.04% | Add +91.2% | 7,456,930 | $29.2M |
| Nuveen, LLC | 0.01% | — | 6,752,300 | $26.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 6,677,179 | $26.2M |
| Millennium Management | 0.02% | Reduce -6.0% | 5,397,495 | $21.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 5,115,475 | $20.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 5,053,232 | $19.8M |
| FMR LLC | 0.00% | Add +93.6% | 4,431,492 | $17.4M |
| CapWealth Advisors, LLC | 1.72% | Add +5.5% | 4,046,267 | $15.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Reduce -4.3% | 3,856,417 | $15.1M |
| Bank of America Corp. | 0.00% | Add +121.1% | 3,783,434 | $14.8M |
| Palestra Capital Management LLC | 0.59% | Reduce -66.4% | 3,750,000 | $14.7M |
| Jane Street Group, LLC | 0.02% | Reduce -13.7% | 3,484,180 | $13.7M |
| Westerly Capital Management, LLC | 6.15% | Add +555.0% | 3,275,000 | $12.8M |
| Legal & General Group Plc | 0.00% | Reduce -2.3% | 3,252,945 | $12.8M |
| Public Sector Pension Investment Board | 0.05% | Add +27.3% | 3,218,230 | $12.6M |
| Rhumbline Advisers | 0.01% | Reduce -5.9% | 3,092,677 | $12.1M |
| Barclays PLC | 0.01% | Add +24.9% | 3,078,348 | $12.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.2% | 2,985,216 | $11.7M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -33.6% | 2,687,756 | $10.5M |
| Victory Capital Management Inc. | 0.01% | Add +4.9% | 2,448,046 | $9.6M |
| Van Den Berg Management I, Inc. | 2.92% | Add +0.1% | 2,434,596 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -22.7% | 2,397,238 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 2,178,897 | $8.5M |
| Prudential Financial Inc. | 0.01% | Reduce -3.4% | 995,111 | $8.5M |
| AustralianSuper Pty Ltd | 0.05% | No change | 2,145,528 | $8.4M |
| Tudor Investment Corporation | 0.07% | Add +62.2% | 2,099,717 | $8.2M |
| Federated Hermes, Inc. | 0.02% | Add +96.4% | 1,900,477 | $7.4M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 1,867,800 | $7.3M |
| Citadel Advisors | 0.01% | Reduce -81.3% | 1,719,314 | $6.7M |
| California Public Employees Retirement System | 0.00% | Add +2.0% | 1,707,108 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 1,474,947 | $5.8M |
| Graham Capital Management, L.P. | 0.27% | Add +156.9% | 1,458,867 | $5.7M |
| Citigroup Inc. | 0.00% | Reduce -1.3% | 1,457,174 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -34.2% | 1,370,598 | $5.4M |
| Woodline Partners LP | 0.03% | New | 1,277,137 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +81.2% | 1,265,404 | $5.0M |
| Intech Investment Management LLC | 0.05% | Add +24.8% | 1,221,905 | $4.8M |
| Trexquant Investment LP | 0.05% | Reduce -53.0% | 1,144,875 | $4.5M |
| Jupiter Asset Management Ltd. | 0.04% | Add +287.1% | 1,062,278 | $4.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -6.4% | 1,009,058 | $4.0M |
| Deutsche Bank AG | 0.00% | Reduce -38.2% | 981,718 | $3.8M |
| Assenagon Asset Management S.A. | 0.01% | No change | 935,386 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.8% | 922,132 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 911,504 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 896,037 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 863,786 | $3.4M |
| Acadian Asset Management LLC | 0.01% | Add +50.6% | 804,061 | $3.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -32.8% | 754,581 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -32.8% | 728,138 | $2.9M |
| Algert Global LLC | 0.07% | Reduce -13.0% | 693,641 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -73.0% | 669,427 | $2.6M |
| LMR Partners LLP | 0.07% | New | 625,000 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.4% | 619,660 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 602,705 | $2.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +94.4% | 587,251 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.9% | 585,905 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -9.1% | 581,643 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.6% | 571,806 | $2.2M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.5% | 562,296 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +16.6% | 554,840 | $2.2M |
| Gendell Jeffrey L | 0.09% | Add +37.5% | 550,000 | $2.2M |
| AQR Capital Management | 0.00% | Reduce -8.8% | 551,270 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 528,648 | $2.1M |
| State of Wisconsin Investment Board | 0.01% | Add +1.3% | 491,320 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -16.3% | 485,966 | $1.9M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.6% | 478,000 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +22.2% | 446,769 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -6.5% | 441,059 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 431,532 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.5% | 427,500 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Reduce -50.0% | 423,212 | $1.7M |
| Aquatic Capital Management LLC | 0.04% | New | 421,606 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.5% | 421,133 | $1.7M |
| Congress Asset Management Co. | 0.01% | Reduce -1.0% | 417,482 | $1.6M |
| Comerica Bank | 0.01% | Reduce -6.1% | 406,839 | $1.6M |
| Dark Forest Capital Management LP | 0.07% | Add +129.8% | 400,950 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -8.6% | 398,535 | $1.6M |
| LPL Financial LLC | 0.00% | Add +1.0% | 380,016 | $1.5M |
| Amundi | 0.00% | Reduce -19.4% | 421,194 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 328,994 | $1.3M |
| ExodusPoint Capital Management, LP | 0.02% | Add +200.6% | 323,562 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 320,813 | $1.3M |
| Mraz, Amerine & Associates, Inc. | 0.21% | Add +0.4% | 314,667 | $1.2M |
| Bridgewater Associates | 0.01% | New | 307,098 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 303,703 | $1.2M |
| Sei Investments Co. | 0.00% | Add +69.3% | 300,479 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -13.1% | 296,436 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +4.6% | 296,069 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +270.1% | 290,475 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 289,151 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -35.3% | 287,933 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +263.8% | 279,789 | $1.1M |
| Optimize Financial Inc. | 0.41% | Add +74.0% | 278,527 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 276,536 | $1.1M |
| STRS Ohio | 0.00% | No change | 273,800 | $1.1M |
| Polianta Ltd | 0.52% | Add +109.8% | 273,600 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +26.8% | 272,031 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.4% | 251,455 | $986K |
| Gifford Fong Associates | 0.24% | No change | 250,000 | $980K |
| Point72 Asset Management | 0.00% | New | 250,000 | $980K |
| Handelsbanken Fonder AB | 0.00% | No change | 249,700 | $979K |
| ProShare Advisors LLC | 0.00% | Reduce -21.4% | 246,241 | $965K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 243,885 | $956K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 242,851 | $952K |
| Bank of Montreal | 0.00% | Add +14.8% | 238,167 | $934K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.6% | 232,481 | $911K |
| XTX Topco Ltd | 0.05% | Add +1749.1% | 225,588 | $884K |
| Creative Planning | 0.00% | Reduce -4.7% | 218,137 | $855K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +58.7% | 216,419 | $848K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 215,760 | $846K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -29.8% | 202,834 | $795K |
| Group One Trading LLC | 0.03% | Reduce -68.5% | 194,383 | $762K |
| Capstone Financial Advisors, Inc. | 0.05% | No change | 185,686 | $728K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.3% | 183,200 | $718K |
| BSW Wealth Partners | 0.11% | Add +9.1% | 180,183 | $706K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 176,859 | $693K |
| Fieldview Capital Management, LLC | 0.10% | Add +152.3% | 175,876 | $689K |
| Caxton Associates LLP | 0.02% | — | 170,556 | $669K |
| SG Americas Securities, LLC | 0.00% | Add +103.3% | 170,464 | $668K |
| Gotham Asset Management | 0.01% | Reduce -16.3% | 166,124 | $651K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.17% | Add +98.5% | 163,318 | $640K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 161,100 | $632K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.5% | 157,451 | $617K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.0% | 150,706 | $591K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +88.7% | 148,542 | $582K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 147,776 | $579K |
| Quadrature Capital Ltd | 0.01% | Reduce -43.0% | 147,430 | $577K |
| Hussman Strategic Advisors, Inc. | 0.14% | No change | 147,000 | $576K |
| Teacher Retirement System of Texas | 0.00% | New | 140,960 | $553K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 140,571 | $551K |
| Steel Grove Capital Advisors, LLC | 0.08% | Add +71.8% | 127,552 | $500K |
| Quadrant Capital Group LLC | 0.02% | Add +354.1% | 124,264 | $487K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $486K |
| Bayesian Capital Management, LP | 0.08% | New | 121,300 | $475K |
| Cidel Asset Management Inc. | 0.03% | Reduce -22.1% | 114,295 | $448K |
| American Century Companies Inc. | 0.00% | Reduce -17.0% | 113,736 | $446K |
| McAdam, LLC | 0.03% | Add +74.5% | 113,350 | $444K |
| GWN Securities Inc. | 0.02% | New | 101,416 | $437K |
| Osaic Holdings, Inc. | 0.00% | Add +7.5% | 109,195 | $428K |
| Argent Trust Co | 0.02% | Add +0.7% | 108,158 | $424K |
| Kennedy Capital Management LLC | 0.01% | Reduce -72.7% | 105,231 | $413K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 104,297 | $409K |
| Cetera Investment Advisers | 0.00% | Add +18.0% | 103,341 | $405K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.5% | 103,192 | $405K |
| Guggenheim Capital LLC | 0.00% | Reduce -6.4% | 101,500 | $398K |
| Voleon Capital Management LP | 0.03% | Reduce -16.2% | 101,349 | $397K |
| MYDA Advisors LLC | 0.14% | New | 100,000 | $392K |
| Jefferies Financial Group Inc. | 0.01% | Add +33.3% | 100,000 | $392K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +122.2% | 100,000 | $392K |
| Mariner, LLC | 0.00% | Add +7.6% | 97,403 | $382K |
| OP Asset Management Ltd | 0.01% | — | 90,952 | $357K |
| Argent Advisors, Inc. | 0.12% | Add +0.7% | 88,931 | $349K |
| Nebula Research & Development LLC | 0.03% | Reduce -68.0% | 86,973 | $341K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +29.4% | 87,430 | $341K |
| Wolverine Trading, LLC | 0.01% | New | 86,300 | $340K |
| Stifel Financial Corp. | 0.00% | Reduce -47.9% | 86,739 | $340K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +88.3% | 84,475 | $331K |
| SOL Capital Management CO | 0.04% | Reduce -5.6% | 84,305 | $330K |
| Townsquare Capital LLC | 0.00% | Add +21.5% | 82,403 | $323K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.5% | 79,895 | $313K |
| Xponance LLC | 0.00% | Add +2.6% | 78,428 | $307K |
| Lee Danner & Bass Inc. | 0.02% | No change | 76,065 | $298K |
| Trilogy Capital Inc. | 0.02% | No change | 75,188 | $295K |
| Natixis Advisors, LLC | 0.00% | Add +5.1% | 70,630 | $277K |
| Neuberger Berman Group LLC | 0.00% | Add +50.2% | 69,274 | $272K |
| Simplex Trading, LLC | 0.01% | Reduce -91.3% | 68,473 | $268K |
| Aristeia Capital, L.L.C. | 0.02% | Reduce -29.8% | 68,025 | $267K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -1.0% | 66,999 | $263K |
| United Services Automobile Association | 0.01% | No change | 66,475 | $262K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +2.4% | 65,732 | $258K |
| Mackenzie Financial Corp. | 0.00% | Reduce -91.8% | 64,350 | $252K |
| MML Investors Services, LLC | 0.00% | Add +13.1% | 64,161 | $252K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.1% | 64,002 | $251K |
| Atria Investments, Inc | 0.00% | Reduce -58.0% | 62,115 | $243K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.9% | 60,437 | $237K |
| Credit Capital Investments LLC | 0.40% | New | 60,000 | $235K |
| Capula Management Ltd | 0.00% | New | 59,024 | $231K |
| Advisory Services Network, LLC | 0.00% | Add +78.3% | 57,868 | $227K |
| Quarry LP | 0.06% | New | 55,000 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.6% | 54,702 | $214K |
| Compound Planning, Inc. | 0.01% | Reduce -3.3% | 53,277 | $209K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -20.0% | 51,859 | $203K |
| First Financial Bankshares Inc | 0.00% | No change | 51,501 | $202K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -61.9% | 51,309 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +141.4% | 51,125 | $200K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -55.3% | 50,907 | $200K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.4% | 50,615 | $198K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | Reduce -0.9% | 50,525 | $198K |
| Profund Advisors LLC | 0.01% | Reduce -18.1% | 46,269 | $181K |
| Avior Wealth Management, LLC | 0.01% | Add +9.8% | 45,960 | $180K |
| Storebrand Asset Management As | 0.00% | Add +48.5% | 45,937 | $180K |
| First Citizens Bank & Trust Co. | 0.00% | Add +64.9% | 44,999 | $176K |
| Captrust Financial Advisors | 0.00% | Add +2.8% | 44,729 | $175K |
| State of Wyoming | 0.02% | New | 43,417 | $170K |
| PEAK6 LLC | 0.01% | New | 42,499 | $167K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +92.2% | 40,068 | $157K |
| Straight Path Wealth Management | 0.06% | Add +100.0% | 40,000 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.3% | 39,524 | $155K |
| Virtu Financial LLC | 0.01% | Reduce -70.9% | 39,177 | $154K |
| KBC Group NV | 0.00% | Reduce -89.1% | 39,258 | $154K |
| Shelton Capital Management | 0.00% | Reduce -3.4% | 38,886 | $152K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +21.3% | 38,800 | $152K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.2% | 38,773 | $152K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -11.6% | 34,773 | $147K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 37,293 | $146K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 35,083 | $138K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.7% | 34,970 | $137K |
| Praxis Investment Management Inc. | 0.01% | No change | 34,620 | $136K |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 34,442 | $135K |
| Strategic Financial Concepts, LLC | 0.02% | Reduce -1.3% | 33,340 | $131K |
| Humankind Investments LLC | 0.03% | Add +78.0% | 32,914 | $129K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.7% | 31,783 | $125K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.2% | 30,539 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +108.2% | 29,895 | $118K |
| Phoenix Financial Ltd. | 0.00% | New | 29,633 | $116K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.9% | 29,475 | $116K |
| Sage Rhino Capital LLC | 0.03% | Reduce -34.7% | 29,265 | $115K |
| Cerity Partners LLC | 0.00% | Reduce -59.8% | 27,730 | $109K |
| Keystone Financial Group | 0.01% | No change | 27,332 | $107K |
| Forum Financial Management, LP | 0.00% | Reduce -3.4% | 26,626 | $104K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.8% | 26,426 | $104K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -70.6% | 26,242 | $103K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.9% | 25,480 | $100K |
| Mariner Investment Group LLC | 0.04% | Reduce -75.0% | 25,000 | $98K |
| Ethic Inc. | 0.00% | Add +11.3% | 25,158 | $97K |
| Revisor Wealth Management LLC | 0.04% | New | 24,351 | $95K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -39.0% | 23,821 | $93K |
| NFSG Corp | 0.02% | No change | 23,545 | $92K |
| Abel Hall, LLC | 0.06% | Add +6.8% | 23,494 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 23,231 | $91K |
| AE Wealth Management LLC | 0.00% | New | 23,116 | $91K |
| Journey Strategic Wealth LLC | 0.00% | Reduce -9.1% | 22,885 | $90K |
| PFG Investments, LLC | 0.01% | Reduce -1.3% | 22,644 | $89K |
| Ballentine Partners, LLC | 0.00% | Reduce -26.9% | 21,993 | $86K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.7% | 21,968 | $86K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.3% | 21,592 | $85K |
| Axq Capital, LP | 0.03% | Add +35.5% | 21,437 | $84K |
| Merit Financial Group, LLC | 0.00% | Add +2.2% | 21,348 | $84K |
| Independent Advisor Alliance | 0.00% | New | 21,210 | $83K |
| &partners | 0.00% | Add +38.0% | 21,296 | $82K |
| bLong Financial, LLC | 0.07% | No change | 20,772 | $81K |
| Truist Financial Corp. | 0.00% | Reduce -6.3% | 20,214 | $79K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.8% | 20,194 | $79K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.1% | 20,088 | $79K |
| Quantum Private Wealth, LLC | 0.03% | No change | 20,000 | $78K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 20,000 | $78K |
| Brookstone Capital Management | 0.00% | Reduce -4.5% | 19,980 | $78K |
| Sherbrooke Park Advisers LLC | 0.04% | Reduce -81.0% | 19,674 | $77K |
| Pacific Sage Partners, LLC | 0.02% | Reduce -0.1% | 19,241 | $75K |
| Callan Family Office, LLC | 0.01% | No change | 18,840 | $74K |
| CoreCap Advisors, LLC | 0.00% | Add +1.1% | 18,287 | $72K |
| Secure Asset Management, LLC | 0.01% | Reduce -2.9% | 18,251 | $72K |
| Tidal Investments LLC | 0.00% | New | 18,040 | $71K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 17,705 | $69K |
| Mutual Advisors, LLC | 0.00% | Reduce -6.0% | 20,677 | $69K |
| ANTIPODES PARTNERS Ltd | 0.00% | No change | 11,499 | $68K |
| Global View Capital Management LLC | 0.02% | Reduce -2.3% | 17,412 | $68K |
| Cornerstone Wealth Management, LLC | 0.00% | Reduce -21.0% | 17,337 | $68K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 17,259 | $68K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 16,945 | $66K |
| Deseret Mutual Benefit Administrators | 0.03% | Add +85.3% | 16,703 | $65K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.4% | 16,437 | $64K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -95.0% | 16,241 | $64K |
| IFG Advisory, LLC | 0.00% | New | 16,274 | $64K |
| Parvin Asset Management, LLC | 0.07% | No change | 15,725 | $62K |
| Polymer Capital Management (US) LLC | 0.02% | New | 15,512 | $61K |
| Garda Capital Partners LP | 0.03% | New | 15,138 | $59K |
| Atlas Brown,Inc. | 0.02% | No change | 15,091 | $59K |
| Swiss Life Asset Management Ltd | 0.00% | Add +7.1% | 15,004 | $59K |
| Florida Trust Wealth Management Co | 0.00% | No change | 15,000 | $59K |
| Sawgrass Asset Management LLC | 0.01% | Add +1.5% | 14,874 | $58K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -100.0% | 5 | $58K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -24.1% | 14,670 | $58K |
| Bristlecone Advisors, LLC | 0.00% | New | 14,500 | $57K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -9.8% | 14,243 | $56K |
| M&T Bank Corp | 0.00% | Add +12.6% | 14,087 | $56K |
| HB Wealth Management, LLC | 0.00% | Add +23.6% | 13,715 | $54K |
| Trust Point Inc. | 0.00% | Reduce -33.5% | 13,468 | $53K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -11.8% | 13,456 | $53K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.1% | 13,317 | $52K |
| Marshall Wace, LLP | 0.00% | Add +15.7% | 13,300 | $52K |
| US Bancorp \de | 0.00% | Reduce -0.7% | 12,849 | $50K |
| HighPoint Advisor Group LLC | 0.00% | Add +4.5% | 14,079 | $50K |
| Harvest Management LLC | 0.02% | No change | 12,540 | $49K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 12,512 | $49K |
| Quantinno Capital Management LP | 0.00% | Add +23.0% | 12,464 | $49K |
| Invst, LLC | 0.01% | Reduce -0.2% | 12,351 | $48K |
| Plato Investment Management Ltd | 0.00% | Reduce -62.1% | 12,184 | $48K |
| Arkadios Wealth Advisors | 0.00% | Reduce -5.1% | 12,304 | $48K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -6.7% | 12,102 | $47K |
| Fourpath Capital Management, LLC | 0.01% | No change | 12,005 | $47K |
| OneAscent Investment Solutions LLC | 0.05% | — | 11,796 | $46K |
| Raiffeisen Bank International AG | 0.00% | No change | 11,403 | $45K |
| DRW Securities, LLC | 0.00% | Reduce -11.8% | 11,375 | $45K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -7.5% | 11,119 | $44K |
| Stratos Wealth Advisors, LLC | 0.00% | New | 11,113 | $44K |
| Smartleaf Asset Management LLC | 0.00% | Add +60.8% | 10,847 | $43K |
| Ritholtz Wealth Management | 0.00% | New | 10,879 | $43K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -26.4% | 10,868 | $43K |
| WINTON GROUP Ltd | 0.00% | New | 10,859 | $43K |
| Lido Advisors, LLC | 0.00% | New | 10,777 | $42K |
| Bank of Nova Scotia | 0.00% | Reduce -22.1% | 10,738 | $42K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.9% | 10,545 | $41K |
| Meeder Advisory Services, Inc. | 0.00% | New | 10,531 | $41K |
| OneDigital Investment Advisors LLC | 0.00% | New | 10,490 | $41K |
| Allworth Financial LP | 0.00% | Reduce -5.2% | 12,235 | $41K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 10,394 | $41K |
| Empirical Finance, LLC | 0.00% | Reduce -0.2% | 10,279 | $40K |
| MAI Capital Management | 0.00% | Add +0.5% | 10,273 | $40K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -60.6% | 10,154 | $40K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,120 | $40K |
| SJS Investment Consulting Inc. | 0.01% | Add +0.4% | 10,097 | $40K |
| Conning Inc. | 0.00% | New | 10,050 | $39K |
| Traynor Capital Management, Inc. | 0.00% | New | 10,030 | $39K |
| Cadence Bank | 0.00% | No change | 10,000 | $39K |
| Cigna Investments Inc. | 0.01% | Reduce -8.1% | 10,051 | $39K |
| Cwm, LLC | 0.00% | Reduce -13.5% | 9,739 | $38K |
| Quantbot Technologies LP | 0.00% | Reduce -98.5% | 8,876 | $35K |
| Versant Capital Management, Inc | 0.01% | Add +3.1% | 8,700 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 8,580 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 8,373 | $32K |
| Lazard Asset Management LLC | 0.00% | Add +3.3% | 7,743 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -0.8% | 7,182 | $28K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.4% | 5,663 | $22K |
| Bessemer Group Inc. | 0.00% | Add +6.5% | 5,545 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +162.1% | 5,510 | $22K |
| Fifth Third Bancorp | 0.00% | Add +29.6% | 5,045 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 4,275 | $17K |
| ORG Partners LLC | 0.00% | Reduce -33.6% | 4,130 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.5% | 4,020 | $16K |
| Columbia River Financial Group, LLC | 0.01% | New | 3,910 | $15K |
| CI Investments Inc. | 0.00% | Add +25.7% | 3,683 | $14K |
| Pandora Wealth, Inc. | 0.01% | — | 3,330 | $13K |
| Spire Wealth Management | 0.00% | Reduce -53.1% | 3,300 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.6% | 3,275 | $13K |
| Ancora Advisors LLC | 0.00% | No change | 3,060 | $12K |
| Manchester Capital Management LLC | 0.00% | New | 3,000 | $12K |
| UMB Bank, n.a. | 0.00% | Add +27.7% | 2,986 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,976 | $12K |
| Mather Group, Llc. | 0.00% | Add +80.9% | 2,706 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +30.8% | 2,563 | $10K |
| MRP Capital Investments, LLC | 0.01% | No change | 2,500 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 2,494 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | Add +32.8% | 2,532 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.1% | 2,438 | $10K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -5.9% | 2,347 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -71.9% | 2,564 | $8K |
| Rise Advisors, LLC | 0.00% | New | 2,102 | $8K |
| Lindbrook Capital, LLC | 0.00% | Reduce -13.0% | 2,075 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +4.9% | 2,051 | $8K |
| North Capital, Inc. | 0.01% | — | 2,025 | $8K |
| Rothschild Investment LLC | 0.00% | Add +11.9% | 2,025 | $8K |
| Sachetta, LLC | 0.00% | No change | 2,000 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -76.7% | 1,868 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3.8% | 1,817 | $7K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 1,812 | $7K |
| Covestor Ltd | 0.00% | Add +0.4% | 1,875 | $7K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,721 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $6K |
| Founders Capital Management | 0.00% | No change | 1,600 | $6K |
| First Pacific Financial | 0.00% | Add +51.1% | 1,478 | $6K |
| Main Street Group, LTD | 0.00% | Add +50.5% | 1,457 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.3% | 1,300 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +160.9% | 1,242 | $5K |
| Brooklyn Investment Group | 0.00% | Add +59350.0% | 1,189 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -93.9% | 1,160 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,135 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1,043 | $4K |
| PFS Partners, LLC | 0.00% | No change | 1,021 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 1,000 | $4K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $4K |
| Independence Bank of Kentucky | 0.00% | New | 869 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -37.4% | 796 | $3K |
| SWAN Capital LLC | 0.00% | No change | 785 | $3K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $3K |
| Danske Bank A/S | 0.00% | No change | 700 | $3K |
| HM Payson & Co. | 0.00% | No change | 689 | $3K |
| Huntington National Bank | 0.00% | Reduce -58.3% | 666 | $3K |
| High Note Wealth, LLC | 0.00% | Add +11.9% | 629 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -0.8% | 628 | $2K |
| Binnacle Investments Inc | 0.00% | — | 600 | $2K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +120.5% | 582 | $2K |
| LRI Investments, LLC | 0.00% | No change | 562 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 552 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Add +89.9% | 547 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 533 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 529 | $2K |
| Blue Trust, Inc. | 0.00% | Add +12.6% | 518 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 710 | $2K |
| Winthrop Capital Management, LLC | 0.00% | New | 443 | $2K |
| Avion Wealth | 0.00% | No change | 417 | $2K |
| Hemington Wealth Management | 0.00% | Add +180.7% | 553 | $2K |
| Inlight Wealth Management, LLC | 0.00% | New | 500 | $2K |
| Towne Trust Company, N.A | 0.00% | Reduce -73.9% | 500 | $2K |
| Performa Ltd (US), LLC | 0.00% | New | 500 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 480 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.1% | 465 | $2K |
| Bokf, NA | 0.00% | Reduce -44.0% | 451 | $2K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 450 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 444 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 442 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 418 | $2K |
| Holos Integrated Wealth LLC | 0.00% | No change | 385 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 363 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 355 | $1K |
| Transce3nd, LLC | 0.00% | Reduce -84.7% | 333 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 323 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 300 | $1K |
| NewSquare Capital LLC | 0.00% | New | 300 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 270 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 198 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -10.7% | 260 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 188 | $999 |
| CENTRAL TRUST Co | 0.00% | Add +39.0% | 246 | $965 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -6.2% | 241 | $945 |
| Evermay Wealth Management LLC | 0.00% | New | 233 | $914 |
| JFS Wealth Advisors, LLC | 0.00% | Add +41.5% | 215 | $843 |
| Pacific Center for Financial Services | 0.00% | No change | 214 | $840 |
| Sierra Ocean, LLC | 0.00% | New | 210 | $823 |
| Physician Wealth Advisors, Inc. | 0.00% | Add +20300.0% | 204 | $802 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $784 |
| PSI Advisors, LLC | 0.00% | No change | 197 | $772 |
| Bell Investment Advisors, Inc | 0.00% | Add +117.0% | 191 | $749 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.3% | 183 | $717 |
| Arax Advisory Partners | 0.00% | Reduce -81.4% | 179 | $702 |
| Whittier Trust Co. | 0.00% | Add +714.3% | 171 | $670 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 170 | $667 |
| Clear Investment Research, LLC | 0.00% | New | 138 | $541 |
| United Community Bank | 0.00% | No change | 126 | $494 |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $491 |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -35.4% | 124 | $486 |
| McIlrath & Eck, LLC | 0.00% | No change | 123 | $482 |
| Assetmark, Inc. | 0.00% | Reduce -4.0% | 121 | $474 |
| Cranbrook Wealth Management, LLC | 0.00% | New | 120 | $471 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $460 |
| Larson Financial Group LLC | 0.00% | Reduce -7.8% | 107 | $419 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 100 | $392 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $392 |
| Global Financial Private Client, LLC | 0.00% | Add +540.0% | 96 | $376 |
| Archer Investment Corp | 0.00% | No change | 95 | $372 |
| South Plains Financial, Inc. | 0.00% | No change | 88 | $344 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 87 | $342 |
| JNBA Financial Advisors | 0.00% | No change | 87 | $342 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 80 | $314 |
| Pflug Koory, LLC | 0.00% | No change | 74 | $290 |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +97.1% | 67 | $263 |
| IAG Wealth Partners, LLC | 0.00% | No change | 67 | $263 |
| Siemens Fonds Invest GmbH | 0.00% | New | 66 | $259 |
| Rossby Financial, LCC | 0.00% | New | 77 | $258 |
| Kiker Wealth Management, LLC | 0.00% | New | 63 | $247 |
| CVA Family Office, LLC | 0.00% | Reduce -57.1% | 60 | $235 |
| Private Wealth Asset Management, LLC | 0.00% | — | 59 | $231 |
| ESL Trust Services, LLC | 0.00% | No change | 58 | $227 |
| First Community Trust NA | 0.00% | No change | 56 | $220 |
| Abound Wealth Management | 0.00% | Reduce -22.2% | 56 | $220 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 56 | $219 |
| First Command Advisory Services, Inc. | 0.00% | Add +184.2% | 54 | $212 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $209 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 50 | $196 |
| MorganRosel Wealth Management, LLC | 0.00% | New | 49 | $192 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $184 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $165 |
| Compass Wealth Management LLC | 0.00% | No change | 42 | $165 |
| Salomon & Ludwin, LLC | 0.00% | No change | 38 | $149 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 38 | $149 |
| Continuum Advisory, LLC | 0.00% | No change | 36 | $141 |
| Kimelman & Baird, LLC | 0.00% | Reduce -98.8% | 34 | $134 |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 34 | $133 |
| Dogwood Wealth Management LLC | 0.00% | No change | 34 | $133 |
| American National Bank & Trust | 0.00% | No change | 34 | $133 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 28 | $111 |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -98.6% | 28 | $110 |
| IFP Advisors, Inc | 0.00% | No change | 20 | $102 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $101 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 24 | $94 |
| Sandy Spring Bank | 0.00% | No change | 21 | $82 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $82 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $71 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 18 | $70 |
| Cheviot Value Management, LLC | 0.00% | New | 16 | $68 |
| TCTC Holdings, LLC | 0.00% | No change | 17 | $67 |
| Key Financial Inc | 0.00% | No change | 16 | $63 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $63 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 16 | $63 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 13 | $51 |
| HFM Investment Advisors, LLC | 0.00% | — | 13 | $51 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 13 | $50 |
| TD Capital Management LLC | 0.00% | No change | 13 | $49 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $48 |
| Cornerstone Planning Group LLC | 0.00% | Add +40.0% | 14 | $46 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $36 |
| West Financial Advisors, LLC | 0.00% | New | 9 | $36 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 9 | $35 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 9 | $35 |
| St Germain D J Co. Inc. | 0.00% | Reduce -95.2% | 7 | $27 |
| Front Row Advisors LLC | 0.00% | No change | 7 | $27 |
| Credit Agricole S A | 0.00% | No change | 6 | $24 |
| Nvwm, LLC | 0.00% | No change | 5 | $20 |
| Bfsg, LLC | 0.00% | No change | 5 | $20 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 5 | $19 |
| Pacer Advisors, Inc. | 0.00% | New | 4 | $16 |
| True Wealth Design, LLC | 0.00% | New | 3 | $12 |
| Breakwater Investment Management | 0.00% | No change | 3 | $12 |
| Hager Investment Management Services, LLC | 0.00% | No change | 2 | $8 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1 | $4 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $4 |
| AllSquare Wealth Management LLC | 0.00% | No change | 1 | $4 |
| Smithfield Trust Co | 0.00% | No change | 104 | $0 |
| Tsfg, LLC | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is LUMN's weight in each manager's 13F, not the share of Lumen Technologies Inc. the manager owns.