Lumen TechnologiesLUMN
13F holders, Q2 2025 (June 30)550holders +15
71new positions
59sold out
8famous investors
$4.39avg. 13F price*
At the end of Q2 2025, 550 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, up 15 from Q1 2025. 71 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($649.8M), Vanguard Group Inc. ($491.7M) and State Street Corp. ($207.7M). 8 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $60.5M |
| Exits | 59 | $27.2M |
All 13F filers, Q1 2025 → Q2 2025: 59,208,285 shares bought and 55,897,829 shares sold, net +3,310,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 148,365,687 | $649.8M |
| Vanguard Group Inc. | 0.01% | Add +2.6% | 112,257,372 | $491.7M |
| State Street Corp. | 0.01% | Reduce -2.2% | 47,408,993 | $207.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.0% | 23,000,872 | $100.8M |
| First Trust Advisors LP | 0.07% | Reduce -0.8% | 18,554,113 | $81.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +29.9% | 17,713,717 | $77.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -23.3% | 17,400,164 | $76.2M |
| HSBC Holdings PLC | 0.04% | Reduce -13.0% | 13,500,118 | $58.9M |
| Renaissance Technologies | 0.07% | Add +12.5% | 12,706,609 | $55.7M |
| Man Group plc | 0.11% | Add +3.3% | 11,486,835 | $50.3M |
| JPMorgan Chase & Co. | 0.00% | Add +121.3% | 11,320,094 | $49.6M |
| Morgan Stanley | 0.00% | Reduce -34.1% | 11,262,887 | $49.3M |
| Palestra Capital Management LLC | 1.45% | Add +197.8% | 11,167,585 | $48.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.8% | 10,966,488 | $48.0M |
| Norges Bank | 0.01% | Reduce -6.9% | 10,941,264 | $47.9M |
| Invesco Ltd. | 0.01% | Add +6.3% | 10,928,906 | $47.9M |
| Northern Trust Corp. | 0.01% | Reduce -12.2% | 10,805,686 | $47.3M |
| LM Asset Management Inc. | 42.22% | Add +5.7% | 10,367,000 | $45.4M |
| Allianz Asset Management GmbH | 0.06% | Add +8.5% | 9,520,500 | $41.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -26.9% | 8,115,836 | $35.5M |
| Two Sigma Investments, LP | 0.06% | Reduce -15.7% | 7,641,165 | $33.5M |
| Hennessy Advisors Inc. | 1.02% | Reduce -9.9% | 6,966,200 | $30.5M |
| Two Sigma Advisers, LP | 0.06% | Reduce -11.9% | 6,866,414 | $30.1M |
| Nuveen, LLC | 0.01% | Reduce -1.2% | 6,673,910 | $29.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.6% | 6,304,533 | $27.6M |
| FMR LLC | 0.00% | Add +19.6% | 5,298,087 | $23.2M |
| Millennium Management | 0.02% | Reduce -5.2% | 5,114,928 | $22.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.6% | 5,084,167 | $22.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +19.6% | 4,613,499 | $20.2M |
| UBS Group AG | 0.00% | Reduce -56.3% | 4,546,596 | $19.9M |
| CapWealth Advisors, LLC | 1.90% | Add +8.5% | 4,390,879 | $19.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.9% | 4,204,670 | $18.4M |
| Citadel Advisors | 0.02% | Add +134.1% | 4,024,391 | $17.6M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 3,667,628 | $16.1M |
| Public Sector Pension Investment Board | 0.07% | Add +8.7% | 3,497,465 | $15.3M |
| Point72 Asset Management | 0.04% | Add +1223.7% | 3,309,257 | $14.5M |
| Curi Capital, LLC | 0.27% | New | 3,229,155 | $14.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -57.0% | 3,208,041 | $14.1M |
| Federated Hermes, Inc. | 0.03% | Add +67.7% | 3,186,562 | $14.0M |
| Cubist Systematic Strategies, LLC | 0.15% | Add +371.1% | 3,153,418 | $13.8M |
| Legal & General Group Plc | 0.00% | Reduce -3.9% | 3,124,786 | $13.7M |
| Tudor Investment Corporation | 0.10% | Add +41.8% | 2,976,313 | $13.0M |
| Rhumbline Advisers | 0.01% | Reduce -4.3% | 2,960,497 | $13.0M |
| Brigade Capital Management, LP | 16.16% | New | 2,900,000 | $12.7M |
| Barclays PLC | 0.01% | Reduce -6.9% | 2,866,067 | $12.6M |
| Jupiter Asset Management Ltd. | 0.10% | Add +162.3% | 2,786,366 | $12.2M |
| Westerly Capital Management, LLC | 4.73% | Reduce -22.1% | 2,550,000 | $11.2M |
| Van Den Berg Management I, Inc. | 3.01% | Reduce -0.6% | 2,419,663 | $10.6M |
| AustralianSuper Pty Ltd | 0.05% | No change | 2,145,528 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 2,087,985 | $9.1M |
| Prudential Financial Inc. | 0.01% | Add +10.5% | 1,099,473 | $9.1M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -25.5% | 2,002,109 | $8.8M |
| Canada Pension Plan Investment Board | 0.01% | New | 1,860,900 | $8.2M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 1,860,500 | $8.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -29.7% | 1,684,500 | $7.4M |
| California Public Employees Retirement System | 0.00% | Reduce -2.2% | 1,669,665 | $7.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 1,458,986 | $6.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.3% | 1,366,989 | $6.0M |
| Deutsche Bank AG | 0.00% | Add +39.0% | 1,364,768 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -62.6% | 1,301,665 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.2% | 1,186,533 | $5.2M |
| Citigroup Inc. | 0.00% | Reduce -19.4% | 1,173,719 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +60.0% | 1,165,301 | $5.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | New | 1,159,934 | $5.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.0% | 1,008,758 | $4.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +1.1% | 945,536 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.7% | 904,199 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.4% | 892,122 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 854,652 | $3.7M |
| Natixis | 0.02% | New | 853,300 | $3.7M |
| Intech Investment Management LLC | 0.03% | Reduce -30.5% | 849,670 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 807,683 | $3.5M |
| Graham Capital Management, L.P. | 0.10% | Reduce -48.0% | 758,888 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -18.0% | 756,150 | $3.3M |
| Algert Global LLC | 0.06% | Reduce -5.9% | 652,424 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +685.3% | 627,422 | $2.7M |
| Verition Fund Management LLC | 0.02% | Add +115.3% | 619,926 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 610,929 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Add +8.4% | 609,838 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -75.3% | 604,256 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.5% | 582,779 | $2.6M |
| Gendell Jeffrey L | 0.06% | No change | 550,000 | $2.4M |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 540,854 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.2% | 524,699 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.2% | 523,131 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -10.3% | 521,925 | $2.3M |
| Quantbot Technologies LP | 0.06% | Add +5778.7% | 521,792 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | New | 516,185 | $2.3M |
| Aquatic Capital Management LLC | 0.05% | Add +22.0% | 514,544 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.8% | 490,480 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.3% | 479,300 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +2791.9% | 469,675 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +6.5% | 448,648 | $2.0M |
| Janus Henderson Group PLC | 0.00% | No change | 427,500 | $1.9M |
| Congress Asset Management Co. | 0.01% | Reduce -0.5% | 415,367 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -8.5% | 403,691 | $1.8M |
| Choreo, LLC | 0.02% | Add +0.8% | 401,843 | $1.8M |
| Comerica Bank | 0.01% | Reduce -2.9% | 394,901 | $1.7M |
| Weiss Asset Management LP | 0.03% | New | 392,739 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 378,493 | $1.7M |
| Voleon Capital Management LP | 0.09% | Add +270.2% | 375,233 | $1.6M |
| Panagora Asset Management Inc. | 0.01% | Reduce -51.9% | 363,260 | $1.6M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 355,000 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -18.5% | 351,524 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Add +5.9% | 333,348 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 328,994 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +98.6% | 319,900 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 292,777 | $1.3M |
| Brevan Howard Capital Management LP | 0.01% | Add +51.0% | 306,323 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Add +1.7% | 301,498 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -38.5% | 298,800 | $1.3M |
| Amalgamated Bank | 0.01% | Add +0.9% | 291,805 | $1.3M |
| Group One Trading LLC | 0.04% | Add +48.6% | 288,796 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -41.6% | 286,979 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +2.8% | 284,207 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.1% | 280,804 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -7.6% | 280,703 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.9% | 278,582 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.7% | 276,784 | $1.2M |
| Optimize Financial Inc. | 0.74% | Reduce -0.7% | 276,539 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.9% | 276,122 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.5% | 263,392 | $1.2M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.20% | Add +58.3% | 258,584 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +712.4% | 258,206 | $1.1M |
| Engineers Gate Manager LP | 0.01% | New | 256,314 | $1.1M |
| STRS Ohio | 0.00% | Reduce -8.4% | 250,800 | $1.1M |
| Gifford Fong Associates | 0.25% | No change | 250,000 | $1.1M |
| Creative Planning | 0.00% | Add +13.2% | 246,872 | $1.1M |
| Bank of Montreal | 0.00% | Add +2.3% | 243,548 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Reduce -5.8% | 235,100 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.5% | 233,581 | $1.0M |
| ProShare Advisors LLC | 0.00% | Reduce -9.5% | 222,832 | $976K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.2% | 216,201 | $947K |
| BSW Wealth Partners | 0.13% | Add +19.4% | 215,078 | $942K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.5% | 212,410 | $930K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.6% | 204,400 | $895K |
| AQR Capital Management | 0.00% | Reduce -63.0% | 203,979 | $893K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +100.0% | 200,000 | $876K |
| Mariner, LLC | 0.00% | Add +91.1% | 186,149 | $815K |
| Capstone Financial Advisors, Inc. | 0.05% | No change | 185,686 | $813K |
| Virtu Financial LLC | 0.04% | Add +368.1% | 183,387 | $803K |
| Picton Mahoney Asset Management | 0.01% | New | 181,654 | $795K |
| Focus Partners Wealth | 0.00% | Reduce -0.5% | 175,940 | $771K |
| Clayton Partners LLC | 0.64% | New | 175,000 | $767K |
| Natixis Advisors, LLC | 0.00% | Add +147.0% | 174,476 | $764K |
| McAdam, LLC | 0.04% | Add +52.0% | 172,330 | $755K |
| Amundi | 0.00% | Reduce -60.0% | 168,304 | $749K |
| DCM Advisors, LLC | 0.32% | New | 169,200 | $741K |
| Quadrant Capital Group LLC | 0.03% | Add +35.0% | 167,689 | $734K |
| Credit Capital Investments LLC | 0.92% | Add +150.0% | 150,000 | $657K |
| Osaic Holdings, Inc. | 0.00% | Add +37.2% | 149,779 | $655K |
| Teacher Retirement System of Texas | 0.00% | Add +4.9% | 147,843 | $648K |
| Hussman Strategic Advisors, Inc. | 0.15% | No change | 147,000 | $644K |
| Squarepoint Ops LLC | 0.00% | Reduce -65.5% | 146,047 | $640K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.4% | 144,053 | $632K |
| XTX Topco Ltd | 0.03% | Reduce -36.8% | 142,693 | $625K |
| HRT Financial LP | 0.00% | New | 141,975 | $621K |
| Point72 (DIFC) Ltd | 0.05% | Add +1274.7% | 139,588 | $611K |
| Quadrature Capital Ltd | 0.01% | Reduce -9.3% | 133,757 | $585K |
| First Citizens Bank & Trust Co. | 0.01% | Add +194.9% | 132,726 | $581K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -10.8% | 131,788 | $577K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -8.3% | 128,860 | $564K |
| Horizon Investments, LLC | 0.01% | New | 128,093 | $561K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +218.9% | 127,795 | $560K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 127,552 | $559K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $543K |
| Cetera Investment Advisers | 0.00% | Add +15.8% | 119,673 | $524K |
| Argent Trust Co | 0.02% | No change | 108,158 | $474K |
| SOL Capital Management CO | 0.05% | Add +26.1% | 106,305 | $466K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 104,297 | $457K |
| Mackenzie Financial Corp. | 0.00% | Add +55.1% | 99,808 | $437K |
| Sei Investments Co. | 0.00% | Reduce -67.2% | 98,482 | $431K |
| American Century Companies Inc. | 0.00% | Reduce -13.6% | 98,243 | $430K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.6% | 97,444 | $427K |
| Aristeia Capital, L.L.C. | 0.02% | Add +37.9% | 93,774 | $411K |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 91,336 | $400K |
| Argent Advisors, Inc. | 0.12% | Add +0.4% | 89,305 | $391K |
| Axq Capital, LP | 0.12% | Add +302.4% | 86,263 | $378K |
| Empowered Funds, LLC | 0.00% | Reduce -70.5% | 80,223 | $351K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -9.9% | 78,731 | $347K |
| Nebula Research & Development LLC | 0.03% | Reduce -10.3% | 78,043 | $342K |
| Lee Danner & Bass Inc. | 0.03% | No change | 76,065 | $333K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 76,003 | $333K |
| Trilogy Capital Inc. | 0.02% | No change | 75,188 | $329K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 75,104 | $329K |
| Mariner Investment Group LLC | 0.12% | Add +200.0% | 75,000 | $329K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -25.0% | 75,000 | $329K |
| Xponance LLC | 0.00% | Reduce -5.1% | 74,413 | $326K |
| Atria Investments, Inc | 0.00% | Add +14.7% | 71,224 | $312K |
| Cidel Asset Management Inc. | 0.02% | Reduce -39.0% | 69,754 | $306K |
| DRW Securities, LLC | 0.02% | Add +511.5% | 69,554 | $305K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.5% | 67,572 | $296K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 66,999 | $293K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +1.7% | 66,857 | $293K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 66,267 | $290K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -55.5% | 66,122 | $290K |
| SG Americas Securities, LLC | 0.00% | Reduce -61.6% | 65,506 | $287K |
| CIBC Asset Management Inc | 0.00% | No change | 64,002 | $280K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 63,431 | $278K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -25.5% | 62,931 | $276K |
| Advisory Services Network, LLC | 0.00% | Add +7.2% | 62,018 | $276K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +22.2% | 62,682 | $275K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.1% | 60,344 | $264K |
| Scientech Research LLC | 0.06% | New | 55,857 | $245K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | Add +8.9% | 55,025 | $241K |
| Compound Planning, Inc. | 0.01% | Add +0.8% | 53,706 | $235K |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.7% | 53,226 | $233K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 53,159 | $233K |
| OP Asset Management Ltd | 0.00% | Reduce -41.9% | 52,884 | $232K |
| Phoenix Financial Ltd. | 0.00% | Add +75.6% | 52,042 | $228K |
| First Financial Bankshares Inc | 0.01% | No change | 51,501 | $226K |
| Profund Advisors LLC | 0.01% | Reduce -0.4% | 46,071 | $202K |
| Storebrand Asset Management As | 0.00% | No change | 45,937 | $201K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.1% | 45,919 | $201K |
| Guggenheim Capital LLC | 0.00% | Reduce -55.2% | 45,490 | $199K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 45,093 | $198K |
| Quantessence Capital LLC | 0.06% | New | 44,178 | $194K |
| Humankind Investments LLC | 0.04% | Add +22.9% | 40,463 | $177K |
| Nisa Investment Advisors, LLC | 0.00% | Add +54.1% | 40,444 | $177K |
| Straight Path Wealth Management | 0.06% | No change | 40,000 | $175K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 38,958 | $171K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 38,800 | $170K |
| Bryce Point Capital, LLC | 0.14% | New | 38,640 | $169K |
| Wolverine Trading, LLC | 0.00% | Reduce -56.9% | 37,185 | $168K |
| Shelton Capital Management | 0.00% | Reduce -5.4% | 36,782 | $161K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -1.9% | 34,121 | $156K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.1% | 34,939 | $153K |
| Praxis Investment Management Inc. | 0.01% | No change | 34,620 | $152K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 34,568 | $151K |
| Strategic Financial Concepts, LLC | 0.02% | Reduce -1.9% | 32,720 | $143K |
| Forum Financial Management, LP | 0.00% | Add +22.4% | 32,602 | $143K |
| Corient Private Wealth LP | 0.00% | Reduce -13.1% | 32,411 | $142K |
| Jones Financial Companies LLLP | 0.00% | Add +3.8% | 31,018 | $140K |
| KBC Group NV | 0.00% | Reduce -19.9% | 31,431 | $138K |
| Evergreen Capital Management LLC | 0.00% | Reduce -37.8% | 31,492 | $138K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.8% | 31,408 | $138K |
| WINTON GROUP Ltd | 0.01% | Add +188.2% | 31,294 | $137K |
| Revisor Wealth Management LLC | 0.05% | Add +23.5% | 30,080 | $136K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.4% | 30,409 | $133K |
| Fieldview Capital Management, LLC | 0.02% | Reduce -82.7% | 30,402 | $133K |
| Sage Rhino Capital LLC | 0.03% | Add +0.3% | 29,340 | $129K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 28,559 | $125K |
| Glenmede Investment Management, LP | 0.00% | — | 28,286 | $124K |
| Keystone Financial Group | 0.01% | Add +0.4% | 27,432 | $120K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.9% | 26,846 | $118K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.7% | 22,124 | $117K |
| Ballentine Partners, LLC | 0.00% | Add +21.3% | 26,673 | $117K |
| Blair William & Co. | 0.00% | New | 26,125 | $114K |
| Swiss Life Asset Management Ltd | 0.00% | Add +71.6% | 25,747 | $113K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.9% | 25,251 | $111K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Add +99.8% | 25,000 | $110K |
| Facet Wealth, Inc. | 0.00% | New | 24,379 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -52.5% | 24,263 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 24,181 | $106K |
| Pacific Sage Partners, LLC | 0.02% | Add +23.3% | 23,717 | $104K |
| NFSG Corp | 0.02% | No change | 23,545 | $103K |
| Independent Advisor Alliance | 0.00% | Add +8.2% | 22,953 | $101K |
| Merit Financial Group, LLC | 0.00% | Add +5.7% | 22,554 | $99K |
| PFG Investments, LLC | 0.01% | Reduce -2.2% | 22,144 | $97K |
| Acadian Asset Management LLC | 0.00% | Reduce -97.3% | 21,933 | $94K |
| Ethic Inc. | 0.00% | Reduce -17.7% | 20,705 | $93K |
| AE Wealth Management LLC | 0.00% | Reduce -9.3% | 20,973 | $92K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.8% | 20,771 | $91K |
| Laurion Capital Management LP | 0.01% | New | 20,450 | $90K |
| Truist Financial Corp. | 0.00% | No change | 20,214 | $89K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 20,109 | $88K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.0% | 20,078 | $88K |
| Quantum Private Wealth, LLC | 0.03% | No change | 20,000 | $88K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 20,000 | $88K |
| Tidal Investments LLC | 0.00% | Add +10.5% | 19,931 | $87K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 19,602 | $86K |
| Mutual Advisors, LLC | 0.00% | Reduce -5.5% | 19,540 | $85K |
| Cerity Partners LLC | 0.00% | Reduce -31.4% | 19,037 | $83K |
| Callan Family Office, LLC | 0.00% | No change | 18,840 | $83K |
| Secure Asset Management, LLC | 0.01% | Add +1.3% | 18,486 | $81K |
| Cornerstone Wealth Management, LLC | 0.00% | Add +5.5% | 18,281 | $80K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.6% | 18,001 | $79K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 17,732 | $78K |
| Global View Capital Management LLC | 0.02% | Add +1.7% | 17,712 | $78K |
| bLong Financial, LLC | 0.06% | Reduce -14.9% | 17,672 | $77K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.3% | 17,476 | $77K |
| Sender Co & Partners, Inc. | 0.02% | New | 17,326 | $76K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -0.0% | 17,258 | $76K |
| Abel Hall, LLC | 0.03% | Reduce -26.7% | 17,226 | $75K |
| Bank of Nova Scotia | 0.00% | Add +57.7% | 16,931 | $74K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 16,703 | $73K |
| IFG Advisory, LLC | 0.00% | Add +0.1% | 16,298 | $71K |
| IHT Wealth Management, LLC | 0.00% | New | 16,282 | $71K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.3% | 16,043 | $70K |
| Gotham Asset Management | 0.00% | Reduce -90.4% | 15,956 | $70K |
| M&T Bank Corp | 0.00% | Add +12.3% | 15,825 | $70K |
| Coastal Bridge Advisors, LLC | 0.01% | New | 15,766 | $69K |
| Hudson Bay Capital Management LP | 0.00% | New | 15,600 | $68K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -23.4% | 15,467 | $68K |
| Parvin Asset Management, LLC | 0.07% | Reduce -1.9% | 15,425 | $68K |
| Foundations Investment Advisors, LLC | 0.00% | Add +14.7% | 15,280 | $67K |
| Atlas Brown,Inc. | 0.02% | No change | 15,091 | $66K |
| Robertson Stephens Wealth Management, LLC | 0.00% | New | 15,001 | $66K |
| NorthRock Partners, LLC | 0.00% | Add +42.1% | 14,986 | $66K |
| Sawgrass Asset Management LLC | 0.01% | No change | 14,874 | $65K |
| Smartleaf Asset Management LLC | 0.01% | Add +32.1% | 14,331 | $65K |
| US Bancorp \de | 0.00% | Add +14.4% | 14,705 | $64K |
| &partners | 0.00% | Reduce -24.3% | 16,118 | $64K |
| Insigneo Advisory Services, LLC | 0.01% | New | 14,569 | $64K |
| Bristlecone Advisors, LLC | 0.01% | No change | 14,500 | $64K |
| HBK Sorce Advisory LLC | 0.00% | Add +1.1% | 14,395 | $63K |
| HighPoint Advisor Group LLC | 0.00% | Add +0.6% | 14,168 | $62K |
| Brookstone Capital Management | 0.00% | Reduce -29.7% | 14,037 | $61K |
| Atom Investors LP | 0.01% | New | 13,857 | $61K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +12.5% | 13,617 | $60K |
| Lido Advisors, LLC | 0.00% | Add +25.9% | 13,567 | $59K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -0.3% | 13,422 | $59K |
| WealthTrust Axiom LLC | 0.02% | New | 13,368 | $59K |
| Marshall Wace, LLP | 0.00% | No change | 13,300 | $58K |
| Arkadios Wealth Advisors | 0.00% | Add +4.1% | 12,814 | $56K |
| Harvest Management LLC | 0.03% | No change | 12,540 | $55K |
| Invst, LLC | 0.01% | No change | 12,351 | $54K |
| Whipplewood Advisors, LLC | 0.03% | Add +243540.0% | 12,182 | $53K |
| Plato Investment Management Ltd | 0.00% | Add +0.1% | 12,193 | $53K |
| Gainplan LLC | 0.02% | New | 12,148 | $53K |
| Fourpath Capital Management, LLC | 0.01% | No change | 12,005 | $53K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.4% | 11,480 | $50K |
| ANTIPODES PARTNERS Ltd | 0.00% | No change | 11,499 | $50K |
| Raiffeisen Bank International AG | 0.00% | No change | 11,403 | $50K |
| Meeder Advisory Services, Inc. | 0.00% | Add +8.2% | 11,395 | $50K |
| Stratos Wealth Advisors, LLC | 0.00% | No change | 11,113 | $49K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -0.9% | 11,019 | $48K |
| Candriam S.C.A. | 0.00% | New | 11,000 | $48K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.0% | 10,393 | $46K |
| Empirical Finance, LLC | 0.00% | Reduce -0.3% | 10,247 | $45K |
| Allworth Financial LP | 0.00% | Reduce -17.2% | 10,126 | $44K |
| Quantinno Capital Management LP | 0.00% | Reduce -19.2% | 10,066 | $44K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -0.4% | 10,055 | $44K |
| FreeGulliver LLC | 0.02% | New | 10,000 | $44K |
| Firestone Capital Management | 0.01% | New | 10,000 | $44K |
| Cadence Bank | 0.00% | No change | 10,000 | $44K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 9,867 | $43K |
| Walleye Capital LLC | 0.00% | New | 9,806 | $43K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 8,373 | $38K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.4% | 8,457 | $37K |
| Cwm, LLC | 0.00% | Reduce -17.2% | 8,067 | $35K |
| Signaturefd, LLC | 0.00% | Add +9.2% | 7,843 | $34K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.7% | 7,533 | $32K |
| Versant Capital Management, Inc | 0.00% | Reduce -19.6% | 6,995 | $31K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +3527.9% | 6,639 | $29K |
| Parallel Advisors, LLC | 0.00% | Add +17.2% | 6,638 | $29K |
| MRP Capital Investments, LLC | 0.02% | Add +160.0% | 6,500 | $28K |
| Bessemer Group Inc. | 0.00% | Add +12.6% | 6,241 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +132.3% | 5,954 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 5,711 | $25K |
| Sterling Capital Management LLC | 0.00% | Reduce -96.8% | 5,031 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +49.9% | 4,908 | $21K |
| Covestor Ltd | 0.01% | Add +150.0% | 4,687 | $20K |
| Spire Wealth Management | 0.00% | Add +30.3% | 4,300 | $19K |
| Fifth Third Bancorp | 0.00% | Reduce -14.9% | 4,292 | $19K |
| Legacy Investment Solutions, LLC | 0.01% | — | 4,275 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 4,275 | $19K |
| ORG Partners LLC | 0.00% | No change | 4,130 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,020 | $18K |
| Danske Bank A/S | 0.00% | Add +471.4% | 4,000 | $18K |
| Clearstead Advisors, LLC | 0.00% | New | 3,827 | $17K |
| Pandora Wealth, Inc. | 0.01% | No change | 3,330 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -41.3% | 3,235 | $14K |
| Ancora Advisors LLC | 0.00% | No change | 3,060 | $13K |
| Manchester Capital Management LLC | 0.00% | No change | 3,000 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -0.4% | 2,963 | $13K |
| IFP Advisors, Inc | 0.00% | Add +1880.0% | 396 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -7.8% | 2,754 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2,959 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,642 | $12K |
| FNY Investment Advisers, LLC | 0.00% | New | 2,674 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.6% | 2,496 | $11K |
| Financial Perspectives, Inc | 0.00% | No change | 2,494 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.2% | 2,375 | $11K |
| North Capital, Inc. | 0.01% | No change | 2,025 | $9K |
| Sachetta, LLC | 0.00% | No change | 2,000 | $9K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,000 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,000 | $9K |
| Rise Advisors, LLC | 0.00% | Reduce -10.4% | 1,883 | $8K |
| Assetmark, Inc. | 0.00% | Add +1426.5% | 1,847 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,817 | $8K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 1,812 | $8K |
| MAI Capital Management | 0.00% | Reduce -82.8% | 1,772 | $8K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.5% | 1,733 | $8K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,721 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -15.4% | 1,714 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $7K |
| Harbor Asset Planning, Inc. | 0.01% | — | 1,637 | $7K |
| CI Investments Inc. | 0.00% | Reduce -56.6% | 1,598 | $7K |
| Larson Financial Group LLC | 0.00% | Add +1357.0% | 1,559 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +23.8% | 1,537 | $7K |
| National Bank of Canada | 0.00% | New | 1,507 | $7K |
| State of Wyoming | 0.00% | Reduce -96.8% | 1,375 | $6K |
| Avion Wealth | 0.00% | Add +239.8% | 1,417 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +52.1% | 1,211 | $5K |
| Rakuten Securities, Inc. | 0.00% | No change | 1,160 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,135 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1,043 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 1,000 | $5K |
| PFS Partners, LLC | 0.00% | No change | 1,021 | $4K |
| Brooklyn Investment Group | 0.00% | Reduce -14.9% | 1,012 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 1,000 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 1,000 | $4K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $4K |
| First Pacific Financial | 0.00% | Reduce -33.8% | 978 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +56.9% | 913 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +95.7% | 910 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -32.3% | 880 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 869 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +300.0% | 800 | $4K |
| SWAN Capital LLC | 0.00% | No change | 785 | $3K |
| Huntington National Bank | 0.00% | Add +12.6% | 750 | $3K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $3K |
| Hemington Wealth Management | 0.00% | Add +35.1% | 747 | $3K |
| High Note Wealth, LLC | 0.00% | Add +7.5% | 676 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -73.0% | 659 | $3K |
| Trust Co. of Vermont | 0.00% | New | 625 | $3K |
| Evolution Wealth Management Inc. | 0.00% | — | 600 | $3K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $3K |
| LRI Investments, LLC | 0.00% | No change | 562 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 552 | $2K |
| Garde Capital, Inc. | 0.00% | New | 550 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 533 | $2K |
| Total Investment Management Inc. | 0.00% | New | 532 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -2.5% | 505 | $2K |
| Chung Wu Investment Group, LLC | 0.00% | New | 500 | $2K |
| Inlight Wealth Management, LLC | 0.00% | No change | 500 | $2K |
| Adirondack Trust Co. | 0.00% | New | 500 | $2K |
| Towne Trust Company, N.A | 0.00% | No change | 500 | $2K |
| Performa Ltd (US), LLC | 0.00% | No change | 500 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 480 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +4.1% | 460 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 443 | $2K |
| Bokf, NA | 0.00% | No change | 451 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 444 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 418 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +77.9% | 363 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 363 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 355 | $2K |
| Holos Integrated Wealth LLC | 0.00% | No change | 385 | $1K |
| CoreFirst Bank & Trust | 0.00% | New | 330 | $1K |
| JNBA Financial Advisors | 0.00% | Add +279.3% | 330 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 323 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +46.5% | 315 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 300 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 299 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -47.4% | 288 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 250 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 246 | $1K |
| Main Street Group, LTD | 0.00% | Reduce -83.4% | 242 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 241 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 233 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $1K |
| St Germain D J Co. Inc. | 0.00% | Add +2928.6% | 212 | $929 |
| Sierra Ocean, LLC | 0.00% | No change | 210 | $920 |
| Pacific Center for Financial Services | 0.00% | Reduce -7.5% | 198 | $868 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 188 | $824 |
| Traub Capital Management LLC | 0.00% | — | 183 | $802 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 170 | $745 |
| Arax Advisory Partners | 0.00% | Reduce -6.2% | 168 | $736 |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $641 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -45.4% | 142 | $622 |
| Clear Investment Research, LLC | 0.00% | No change | 138 | $604 |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 132 | $578 |
| United Community Bank | 0.00% | No change | 126 | $552 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 124 | $543 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 120 | $526 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $514 |
| Quarry LP | 0.00% | Reduce -99.8% | 116 | $508 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 100 | $438 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $438 |
| Archer Investment Corp | 0.00% | No change | 95 | $416 |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -82.2% | 94 | $412 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -53.9% | 88 | $386 |
| South Plains Financial, Inc. | 0.00% | No change | 88 | $385 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 87 | $382 |
| Avalon Trust Co | 0.00% | New | 80 | $351 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 80 | $351 |
| Rossby Financial, LCC | 0.00% | No change | 77 | $337 |
| Pflug Koory, LLC | 0.00% | No change | 74 | $324 |
| Principal Securities, Inc. | 0.00% | Reduce -63.6% | 72 | $315 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $294 |
| IAG Wealth Partners, LLC | 0.00% | No change | 67 | $294 |
| Clearstead Trust, LLC | 0.00% | New | 66 | $290 |
| Siemens Fonds Invest GmbH | 0.00% | No change | 66 | $289 |
| Kiker Wealth Management, LLC | 0.00% | No change | 63 | $276 |
| CVA Family Office, LLC | 0.00% | No change | 60 | $263 |
| HFM Investment Advisors, LLC | 0.00% | Add +353.9% | 59 | $258 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 59 | $258 |
| ESL Trust Services, LLC | 0.00% | No change | 58 | $254 |
| Dogwood Wealth Management LLC | 0.00% | Add +61.8% | 55 | $249 |
| First Community Trust NA | 0.00% | No change | 56 | $245 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 56 | $244 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $233 |
| GAMMA Investing LLC | 0.00% | Reduce -97.3% | 51 | $223 |
| MorganRosel Wealth Management, LLC | 0.00% | No change | 49 | $215 |
| Abound Wealth Management | 0.00% | Reduce -14.3% | 48 | $211 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $206 |
| Kilter Group LLC | 0.00% | New | 45 | $198 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $184 |
| Country Trust Bank | 0.00% | New | 41 | $180 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +355.6% | 41 | $179 |
| Salomon & Ludwin, LLC | 0.00% | No change | 38 | $169 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $166 |
| First Command Advisory Services, Inc. | 0.00% | Reduce -35.2% | 35 | $153 |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 34 | $149 |
| American National Bank & Trust | 0.00% | No change | 34 | $149 |
| Kimelman & Baird, LLC | 0.00% | No change | 34 | $149 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 29 | $128 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 28 | $124 |
| True Wealth Design, LLC | 0.00% | Add +833.3% | 28 | $123 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $113 |
| HighMark Wealth Management LLC | 0.00% | New | 25 | $110 |
| Rialto Wealth Management, LLC | 0.00% | New | 25 | $110 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 24 | $105 |
| AllSquare Wealth Management LLC | 0.00% | Add +2000.0% | 21 | $92 |
| Atlantic Union Bankshares Corp | 0.00% | New | 21 | $92 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $92 |
| Whittier Trust Co. | 0.00% | Reduce -87.7% | 21 | $91 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $79 |
| TCTC Holdings, LLC | 0.00% | No change | 17 | $74 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 18 | $71 |
| Key Financial Inc | 0.00% | No change | 16 | $70 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $70 |
| Cheviot Value Management, LLC | 0.00% | No change | 16 | $60 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 13 | $57 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 13 | $57 |
| TD Capital Management LLC | 0.00% | No change | 13 | $55 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $53 |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $53 |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 12 | $52 |
| Trust Co. of Toledo NA | 0.00% | New | 11 | $48 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $40 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $40 |
| Livelsberger Financial Advisory | 0.00% | New | 9 | $39 |
| Front Row Advisors LLC | 0.00% | No change | 7 | $31 |
| Hughes Financial Services, LLC | 0.00% | New | 8 | $30 |
| Nvwm, LLC | 0.00% | No change | 5 | $22 |
| Bfsg, LLC | 0.00% | No change | 5 | $22 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $21 |
| Breakwater Investment Management | 0.00% | No change | 3 | $14 |
| Hager Investment Management Services, LLC | 0.00% | No change | 2 | $9 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1 | $5 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $5 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $4 |
| Smithfield Trust Co | 0.00% | Reduce -50.0% | 52 | $0 |
| Tsfg, LLC | 0.00% | No change | 4 | $0 |
| Coston, McIsaac & Partners | 0.00% | New | 25 | $0 |
"% of holder's portfolio" is LUMN's weight in each manager's 13F, not the share of Lumen Technologies Inc. the manager owns.