Lumen TechnologiesLUMN
13F holders, Q3 2025 (September 30)543holders −7
77new positions
77sold out
5famous investors
$6.12avg. 13F price*
At the end of Q3 2025, 543 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, down 7 from Q2 2025. 77 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($889.1M), Vanguard Group Inc. ($694.9M) and State Street Corp. ($276.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $135.5M |
| Exits | 77 | $121.9M |
All 13F filers, Q2 2025 → Q3 2025: 49,708,756 shares bought and 83,672,649 shares sold, net −33,963,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| BlackRock, Inc. | 0.02% | Reduce -2.1% | 145,275,712 | $889.1M |
| Vanguard Group Inc. | 0.01% | Add +1.1% | 113,552,549 | $694.9M |
| State Street Corp. | 0.01% | Reduce -4.6% | 45,223,432 | $276.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.2% | 22,272,623 | $136.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.0% | 17,917,231 | $109.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.8% | 17,398,338 | $106.5M |
| First Trust Advisors LP | 0.07% | Reduce -11.4% | 16,431,697 | $100.6M |
| Renaissance Technologies | 0.09% | Reduce -11.1% | 11,302,206 | $69.2M |
| Palestra Capital Management LLC | 2.24% | No change | 11,167,585 | $68.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 10,794,006 | $66.1M |
| Morgan Stanley | 0.00% | Reduce -5.6% | 10,633,056 | $65.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.8% | 10,550,721 | $64.6M |
| LM Asset Management Inc. | 49.52% | Reduce -1.7% | 10,187,000 | $62.3M |
| FMR LLC | 0.00% | Add +90.0% | 10,068,242 | $61.6M |
| Allianz Asset Management GmbH | 0.08% | Add +5.6% | 10,056,824 | $61.5M |
| HSBC Holdings PLC | 0.03% | Reduce -46.8% | 7,182,035 | $44.4M |
| Nuveen, LLC | 0.01% | Reduce -5.9% | 6,281,672 | $38.4M |
| Two Sigma Investments, LP | 0.06% | Reduce -18.7% | 6,212,406 | $38.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -25.0% | 6,090,404 | $37.3M |
| Millennium Management | 0.03% | Add +17.6% | 6,013,821 | $36.8M |
| CapWealth Advisors, LLC | 3.31% | Add +36.5% | 5,994,715 | $36.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.5% | 5,892,039 | $36.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.6% | 5,480,316 | $33.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +14.0% | 5,259,155 | $32.2M |
| Contour Asset Management LLC | 0.76% | New | 4,970,793 | $30.4M |
| Invesco Ltd. | 0.00% | Reduce -54.6% | 4,959,266 | $30.4M |
| UBS Group AG | 0.01% | Add +2.0% | 4,638,160 | $28.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.2% | 4,564,751 | $27.9M |
| Citadel Advisors | 0.02% | Add +13.0% | 4,546,508 | $27.8M |
| Gendell Jeffrey L | 0.48% | Add +667.6% | 4,221,695 | $25.8M |
| Two Sigma Advisers, LP | 0.05% | Reduce -40.0% | 4,118,228 | $25.2M |
| Federated Hermes, Inc. | 0.04% | Add +19.2% | 3,799,778 | $23.3M |
| D. E. Shaw & Co. | 0.02% | Add +15.9% | 3,718,991 | $22.8M |
| Public Sector Pension Investment Board | 0.08% | Add +5.3% | 3,682,348 | $22.5M |
| Westerly Capital Management, LLC | 6.79% | Add +37.3% | 3,500,000 | $21.4M |
| Man Group plc | 0.04% | Reduce -70.7% | 3,368,797 | $20.6M |
| Curi Capital, LLC | 0.38% | Add +4.2% | 3,365,764 | $20.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +78.1% | 3,313,800 | $20.3M |
| Diameter Capital Partners LP | 2.12% | New | 3,300,000 | $20.2M |
| Vaughan Nelson Investment Management, L.P. | 0.17% | New | 3,012,932 | $18.4M |
| Brigade Capital Management, LP | 16.55% | No change | 2,900,000 | $17.7M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 2,864,825 | $17.5M |
| Rhumbline Advisers | 0.01% | Reduce -5.7% | 2,793,274 | $17.1M |
| Penn Capital Management Company, LLC | 1.29% | New | 2,744,057 | $16.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -35.8% | 2,700,810 | $16.5M |
| Citigroup Inc. | 0.01% | Add +127.0% | 2,664,352 | $16.3M |
| AIGH Capital Management LLC | 5.46% | New | 2,550,000 | $15.6M |
| Van Den Berg Management I, Inc. | 3.70% | Reduce -0.3% | 2,413,603 | $14.8M |
| Barclays PLC | 0.01% | Reduce -17.6% | 2,360,882 | $14.4M |
| Bank of America Corp. | 0.00% | Reduce -36.3% | 2,336,130 | $14.3M |
| AustralianSuper Pty Ltd | 0.06% | No change | 2,145,528 | $13.1M |
| Deutsche Bank AG | 0.00% | Add +45.1% | 1,979,870 | $12.1M |
| New York State Common Retirement Fund | 0.02% | Add +577.6% | 1,901,976 | $11.6M |
| Swiss National Bank | 0.01% | Add +1.6% | 1,889,900 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.6% | 1,887,510 | $11.6M |
| California Public Employees Retirement System | 0.01% | Reduce -2.1% | 1,634,982 | $10.0M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -0.9% | 1,354,424 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.4% | 1,233,715 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -27.0% | 1,229,973 | $7.5M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 1,172,368 | $7.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.9% | 1,079,570 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -8.2% | 1,009,503 | $6.2M |
| Lonestar Capital Management LLC | 4.25% | New | 1,000,000 | $6.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.9% | 989,258 | $6.1M |
| Marshall Wace, LLP | 0.01% | Add +7225.0% | 974,222 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +13.4% | 969,275 | $5.9M |
| Trexquant Investment LP | 0.06% | New | 964,499 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.2% | 960,564 | $5.9M |
| Intech Investment Management LLC | 0.05% | Add +10.4% | 938,006 | $5.7M |
| California State Teachers Retirement System | 0.01% | Add +3.0% | 918,527 | $5.6M |
| Summit Financial, LLC | 0.08% | New | 850,862 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +203.2% | 837,272 | $5.1M |
| HRT Financial LP | 0.02% | Add +480.1% | 823,600 | $5.0M |
| Weiss Asset Management LP | 0.08% | Add +84.0% | 722,590 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.7% | 682,851 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -45.3% | 649,058 | $4.0M |
| Algert Global LLC | 0.07% | Reduce -2.4% | 636,564 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 613,369 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Add +42.9% | 611,066 | $3.7M |
| Voleon Capital Management LP | 0.09% | Add +56.6% | 587,675 | $3.6M |
| Voya Investment Management LLC | 0.00% | Add +3.5% | 559,758 | $3.4M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.9% | 548,654 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -58.3% | 542,732 | $3.3M |
| Soviero Asset Management, LP | 1.97% | New | 520,000 | $3.2M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -16.7% | 508,075 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 494,690 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.6% | 493,518 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +7.4% | 481,936 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 443,389 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -9.4% | 434,000 | $2.7M |
| LPL Financial LLC | 0.00% | Add +14.6% | 433,596 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +6.6% | 430,499 | $2.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 428,000 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -19.1% | 422,062 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +139.3% | 417,435 | $2.6M |
| Congress Asset Management Co. | 0.02% | Add +0.4% | 417,147 | $2.6M |
| Choreo, LLC | 0.03% | Add +1.6% | 408,302 | $2.5M |
| Verition Fund Management LLC | 0.01% | Reduce -37.1% | 389,597 | $2.4M |
| Quantbot Technologies LP | 0.06% | Reduce -29.8% | 366,345 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -43.6% | 353,619 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.0% | 304,354 | $2.1M |
| Creative Planning | 0.00% | Add +38.7% | 342,403 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.7% | 338,602 | $2.1M |
| JT Stratford LLC | 0.28% | New | 336,772 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 328,994 | $2.0M |
| Mraz, Amerine & Associates, Inc. | 0.31% | Reduce -2.1% | 326,486 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Add +114.1% | 312,654 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +1088.5% | 297,132 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 291,957 | $1.8M |
| Comerica Bank | 0.01% | Reduce -26.5% | 290,238 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +2.9% | 288,898 | $1.8M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 288,399 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +0.2% | 287,439 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -11.2% | 284,200 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 278,582 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -6.8% | 272,109 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +22.8% | 265,481 | $1.6M |
| Gifford Fong Associates | 0.32% | No change | 250,000 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -8.7% | 240,423 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | No change | 235,100 | $1.4M |
| Mariner, LLC | 0.00% | Add +25.0% | 232,692 | $1.4M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -25.0% | 229,767 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 222,381 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -8.9% | 212,681 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | No change | 204,400 | $1.3M |
| Amundi | 0.00% | Add +0.5% | 169,122 | $1.2M |
| Graham Capital Management, L.P. | 0.07% | Reduce -74.1% | 196,310 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +9.7% | 193,014 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.31% | New | 191,420 | $1.2M |
| Capstone Financial Advisors, Inc. | 0.06% | No change | 185,686 | $1.1M |
| BSW Wealth Partners | 0.14% | Reduce -13.9% | 185,078 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -17.5% | 183,745 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +40.6% | 181,129 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -40.7% | 177,200 | $1.1M |
| McAdam, LLC | 0.05% | Add +0.8% | 173,629 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.1% | 167,585 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +22.4% | 183,301 | $965K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.40% | Add +177.7% | 152,800 | $935K |
| Credit Capital Investments LLC | 1.03% | No change | 150,000 | $918K |
| Bank of Montreal | 0.00% | Reduce -39.1% | 148,275 | $907K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.1% | 147,025 | $900K |
| STRS Ohio | 0.00% | Reduce -41.8% | 146,000 | $894K |
| Victory Capital Management Inc. | 0.00% | Reduce -76.4% | 142,665 | $873K |
| Group One Trading LLC | 0.03% | Reduce -50.7% | 142,349 | $871K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -55.0% | 135,718 | $831K |
| Clayton Partners LLC | 0.63% | Reduce -22.9% | 135,000 | $826K |
| Panagora Asset Management Inc. | 0.00% | Reduce -63.5% | 132,483 | $811K |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 130,427 | $798K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -35.0% | 130,000 | $796K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 127,560 | $781K |
| Wolverine Trading, LLC | 0.02% | Add +249.6% | 129,981 | $766K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $759K |
| Engineers Gate Manager LP | 0.01% | Reduce -52.1% | 122,771 | $751K |
| AQR Capital Management | 0.00% | Reduce -38.2% | 125,999 | $749K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -8.0% | 122,132 | $747K |
| SOL Capital Management CO | 0.07% | Add +13.6% | 120,805 | $739K |
| Aristides Capital LLC | 0.21% | New | 117,448 | $719K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.2% | 117,284 | $718K |
| Mackenzie Financial Corp. | 0.00% | Add +9.7% | 109,437 | $670K |
| Argent Trust Co | 0.02% | Reduce -0.8% | 107,304 | $657K |
| Numerai GP LLC | 0.09% | New | 106,707 | $653K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -19.8% | 105,749 | $647K |
| American Century Companies Inc. | 0.00% | Add +6.0% | 104,149 | $637K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 102,446 | $627K |
| CIBC Bancorp USA Inc. | 0.00% | — | 101,740 | $623K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.5% | 99,547 | $609K |
| Sei Investments Co. | 0.00% | Add +0.2% | 98,688 | $604K |
| GK Wealth Management LLC | 0.42% | New | 92,246 | $565K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 127,552 | $559K |
| Argent Advisors, Inc. | 0.16% | Add +2.0% | 91,062 | $557K |
| Empowered Funds, LLC | 0.01% | Add +3.9% | 83,386 | $510K |
| Stifel Financial Corp. | 0.00% | Reduce -11.4% | 80,883 | $495K |
| Atria Investments, Inc | 0.01% | Add +13.0% | 80,512 | $493K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 79,737 | $488K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -1.3% | 77,673 | $478K |
| Bryce Point Capital, LLC | 0.58% | Add +101.0% | 77,673 | $475K |
| Cidel Asset Management Inc. | 0.03% | Add +8.9% | 75,999 | $465K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -0.4% | 75,730 | $463K |
| Xponance LLC | 0.00% | Add +1.7% | 75,686 | $463K |
| Quantinno Capital Management LP | 0.00% | Add +648.7% | 75,363 | $461K |
| Counterpoint Mutual Funds LLC | 0.04% | Reduce -1.3% | 75,016 | $459K |
| Mariner Investment Group LLC | 0.18% | No change | 75,000 | $459K |
| Left Brain Wealth Management, LLC | 0.14% | New | 75,000 | $459K |
| Shay Capital LLC | 0.08% | New | 75,000 | $459K |
| IMC-Chicago, LLC | 0.01% | New | 74,611 | $457K |
| Sterling Capital Management LLC | 0.01% | Add +1375.7% | 74,241 | $454K |
| MML Investors Services, LLC | 0.00% | Add +13.0% | 71,652 | $439K |
| Captrust Financial Advisors | 0.00% | Add +53.7% | 69,300 | $424K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 68,802 | $421K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.2% | 68,784 | $421K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +155.1% | 68,477 | $419K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.8% | 67,369 | $412K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.4% | 67,222 | $411K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 66,999 | $410K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 65,637 | $402K |
| Advisory Services Network, LLC | 0.01% | Add +4.5% | 64,837 | $397K |
| Guggenheim Capital LLC | 0.00% | Add +41.6% | 64,427 | $394K |
| Lazard Asset Management LLC | 0.00% | Add +750.0% | 64,032 | $392K |
| XTX Topco Ltd | 0.02% | Reduce -55.4% | 63,717 | $390K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.8% | 63,202 | $387K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.6% | 61,076 | $374K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.0% | 60,369 | $369K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -9.8% | 59,672 | $365K |
| State of Wyoming | 0.04% | Add +4131.8% | 58,187 | $356K |
| Evergreen Capital Management LLC | 0.01% | Add +83.0% | 57,614 | $353K |
| SS&H Financial Advisors, Inc. | 0.11% | New | 56,943 | $348K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 34,152 | $343K |
| Baird Financial Group, Inc. | 0.00% | Add +78.3% | 55,998 | $343K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.9% | 55,751 | $341K |
| Compound Planning, Inc. | 0.01% | Add +3.7% | 55,684 | $341K |
| Corient Private Wealth LP | 0.00% | Add +69.9% | 55,075 | $337K |
| Phoenix Financial Ltd. | 0.00% | Add +2.8% | 53,515 | $328K |
| Avior Wealth Management, LLC | 0.01% | Add +16.4% | 53,458 | $327K |
| Private Advisor Group, LLC | 0.00% | Add +36.2% | 53,057 | $325K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.1% | 52,163 | $319K |
| Storebrand Asset Management As | 0.00% | No change | 45,937 | $281K |
| Swiss Life Asset Management Ltd | 0.00% | Add +72.3% | 44,367 | $272K |
| Profund Advisors LLC | 0.01% | Reduce -7.2% | 42,755 | $262K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.3% | 42,595 | $261K |
| Sanctuary Advisors, LLC | 0.00% | Add +160.3% | 41,760 | $256K |
| Straight Path Wealth Management | 0.07% | No change | 40,000 | $245K |
| DRW Securities, LLC | 0.01% | Reduce -42.7% | 39,865 | $244K |
| Humankind Investments LLC | 0.05% | Reduce -3.3% | 39,144 | $240K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 38,800 | $237K |
| Blair William & Co. | 0.00% | Add +41.7% | 37,008 | $226K |
| Shelton Capital Management | 0.00% | No change | 36,782 | $225K |
| Spire Wealth Management | 0.01% | Add +729.7% | 35,677 | $218K |
| Sage Rhino Capital LLC | 0.04% | Add +20.8% | 35,453 | $217K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -86.3% | 35,305 | $216K |
| Cerity Partners LLC | 0.00% | Add +85.2% | 35,247 | $216K |
| Tidal Investments LLC | 0.00% | Add +74.2% | 34,713 | $212K |
| Praxis Investment Management Inc. | 0.01% | No change | 34,620 | $212K |
| Net Worth Advisory Group | 0.06% | New | 33,100 | $203K |
| Hudson Bay Capital Management LP | 0.00% | Add +107.3% | 32,340 | $198K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -2.4% | 31,920 | $195K |
| Benjamin Edwards Inc. | 0.00% | New | 31,844 | $195K |
| Revisor Wealth Management LLC | 0.07% | Reduce -6.1% | 28,253 | $194K |
| KBC Group NV | 0.00% | No change | 31,431 | $192K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -12.8% | 30,459 | $186K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.0% | 30,407 | $186K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.5% | 30,863 | $183K |
| Glenmede Investment Management, LP | 0.00% | Add +0.2% | 28,352 | $174K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.4% | 26,571 | $163K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.0% | 25,762 | $158K |
| AE Wealth Management LLC | 0.00% | Add +21.4% | 25,453 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.4% | 25,238 | $154K |
| Abel Hall, LLC | 0.06% | Add +45.2% | 25,014 | $153K |
| Mutual Advisors, LLC | 0.00% | Add +0.2% | 19,584 | $153K |
| Rockefeller Capital Management L.P. | 0.00% | New | 24,646 | $151K |
| Merit Financial Group, LLC | 0.00% | Add +9.2% | 24,633 | $151K |
| NFSG Corp | 0.02% | Reduce -0.4% | 23,445 | $143K |
| Independent Advisor Alliance | 0.00% | Add +1.1% | 23,205 | $142K |
| Pacific Sage Partners, LLC | 0.02% | Reduce -3.1% | 22,982 | $141K |
| Deseret Mutual Benefit Administrators | 0.06% | Add +35.0% | 22,546 | $138K |
| PFG Investments, LLC | 0.01% | Reduce -2.1% | 21,667 | $133K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +10.1% | 21,573 | $132K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -3.0% | 21,471 | $131K |
| Prelude Capital Management, LLC | 0.01% | New | 21,322 | $130K |
| Smartleaf Asset Management LLC | 0.01% | Add +54.2% | 22,102 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.3% | 21,024 | $129K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 20,771 | $127K |
| Garden State Investment Advisory Services LLC | 0.03% | New | 20,700 | $127K |
| Coldstream Capital Management Inc. | 0.00% | New | 20,305 | $124K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.8% | 20,108 | $123K |
| Breakthru Advisory Services, LLC | 0.08% | New | 20,080 | $123K |
| Quantum Private Wealth, LLC | 0.04% | No change | 20,000 | $122K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 20,000 | $122K |
| Sowell Financial Services LLC | 0.00% | New | 19,811 | $121K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 19,653 | $120K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 19,404 | $119K |
| Callan Family Office, LLC | 0.00% | No change | 18,840 | $115K |
| Polymer Capital Management (US) LLC | 0.02% | New | 18,766 | $115K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +2.0% | 18,641 | $114K |
| Vident Advisory, LLC | 0.00% | New | 18,278 | $112K |
| Secure Asset Management, LLC | 0.02% | Reduce -0.5% | 18,386 | $112K |
| CoreCap Advisors, LLC | 0.00% | No change | 18,001 | $110K |
| Quarry LP | 0.03% | Add +15417.2% | 18,000 | $110K |
| Smith Salley Wealth Management | 0.01% | New | 17,864 | $109K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 17,732 | $109K |
| Global View Capital Management LLC | 0.02% | Reduce -0.3% | 17,667 | $108K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.7% | 16,948 | $104K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -1.1% | 14,236 | $103K |
| Inscription Capital, LLC | 0.01% | New | 16,875 | $103K |
| Bank of Nova Scotia | 0.00% | Reduce -1.6% | 16,656 | $102K |
| bLong Financial, LLC | 0.07% | Reduce -6.8% | 16,472 | $101K |
| Insigneo Advisory Services, LLC | 0.01% | Add +12.5% | 16,393 | $100K |
| Acadian Asset Management LLC | 0.00% | Reduce -24.5% | 16,551 | $100K |
| IFG Advisory, LLC | 0.00% | No change | 16,298 | $100K |
| Coastal Bridge Advisors, LLC | 0.01% | Add +1.6% | 16,019 | $98K |
| Olympiad Research LP | 0.14% | New | 15,934 | $98K |
| Ethic Inc. | 0.00% | Reduce -23.7% | 15,797 | $97K |
| GTS Securities LLC | 0.00% | New | 15,708 | $96K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 15,541 | $95K |
| Juncture Wealth Strategies, LLC | 0.03% | New | 15,499 | $95K |
| Ritholtz Wealth Management | 0.00% | New | 15,440 | $94K |
| US Bancorp \de | 0.00% | Add +3.6% | 15,238 | $93K |
| Stratos Wealth Advisors, LLC | 0.00% | Add +36.0% | 15,113 | $92K |
| Robertson Stephens Wealth Management, LLC | 0.00% | No change | 15,001 | $92K |
| Sawgrass Asset Management LLC | 0.01% | No change | 14,874 | $91K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.0% | 14,681 | $90K |
| M&T Bank Corp | 0.00% | Reduce -9.4% | 14,330 | $88K |
| Brookstone Capital Management | 0.00% | Add +2.1% | 14,333 | $88K |
| Arkadios Wealth Advisors | 0.00% | Add +10.5% | 14,154 | $87K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 14,137 | $87K |
| PDS Planning, Inc | 0.01% | New | 14,056 | $86K |
| Wealth Alliance, LLC | 0.01% | New | 13,987 | $86K |
| MRP Capital Investments, LLC | 0.07% | Add +200.0% | 19,500 | $85K |
| Meeder Advisory Services, Inc. | 0.00% | Add +21.0% | 13,783 | $84K |
| Diametric Capital, LP | 0.03% | New | 13,771 | $84K |
| Arax Advisory Partners | 0.00% | Add +7948.8% | 13,522 | $83K |
| NorthRock Partners, LLC | 0.00% | Reduce -10.4% | 13,434 | $82K |
| WealthTrust Axiom LLC | 0.02% | No change | 13,368 | $82K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -3.9% | 12,897 | $79K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 12,639 | $77K |
| HighPoint Advisor Group LLC | 0.00% | Reduce -11.4% | 12,553 | $77K |
| Harvest Management LLC | 0.04% | No change | 12,540 | $77K |
| Aquatic Capital Management LLC | 0.00% | Reduce -97.6% | 12,423 | $76K |
| Invst, LLC | 0.01% | No change | 12,351 | $76K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -9.6% | 12,304 | $75K |
| Fourpath Capital Management, LLC | 0.01% | No change | 12,005 | $73K |
| Hamilton Wealth, LLC | 0.02% | New | 12,000 | $73K |
| Lido Advisors, LLC | 0.00% | Reduce -12.0% | 11,941 | $73K |
| Sound Income Strategies, LLC | 0.00% | No change | 10,393 | $71K |
| Citizens Financial Group Inc. | 0.00% | New | 11,090 | $68K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -61.3% | 11,054 | $68K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 11,019 | $67K |
| Armstrong, Fleming & Moore, Inc | 0.03% | New | 11,000 | $67K |
| Trust Point Inc. | 0.01% | New | 10,907 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Add +80.0% | 10,716 | $66K |
| Crestwood Advisors Group, LLC | 0.00% | New | 10,439 | $64K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.5% | 10,391 | $64K |
| Empirical Finance, LLC | 0.00% | Reduce -0.2% | 10,225 | $63K |
| FreeGulliver LLC | 0.03% | Add +0.8% | 10,083 | $62K |
| Firestone Capital Management | 0.01% | No change | 10,000 | $61K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -0.6% | 10,000 | $61K |
| Cadence Bank | 0.00% | No change | 10,000 | $61K |
| HM Payson & Co. | 0.00% | New | 10,000 | $61K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 9,867 | $60K |
| Cwm, LLC | 0.00% | Add +19.9% | 9,673 | $59K |
| Employees Retirement System of Texas | 0.00% | New | 9,292 | $57K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8,457 | $52K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 8,373 | $51K |
| Allworth Financial LP | 0.00% | Reduce -18.5% | 8,249 | $50K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 7,925 | $49K |
| Salomon & Ludwin, LLC | 0.00% | Add +17960.5% | 6,863 | $45K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -41.0% | 7,182 | $44K |
| Bessemer Group Inc. | 0.00% | Add +15.5% | 7,209 | $43K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.4% | 6,614 | $40K |
| Rakuten Securities, Inc. | 0.01% | Add +466.0% | 6,566 | $40K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.0% | 5,594 | $34K |
| Trust Co | 0.00% | New | 5,543 | $34K |
| Fifth Third Bancorp | 0.00% | Add +24.5% | 5,343 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.3% | 4,747 | $29K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 4,275 | $26K |
| ORG Partners LLC | 0.00% | No change | 4,130 | $25K |
| UMB Bank, n.a. | 0.00% | Add +49.1% | 4,105 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.5% | 4,000 | $24K |
| Danske Bank A/S | 0.00% | No change | 4,000 | $24K |
| Covestor Ltd | 0.01% | Reduce -21.3% | 3,690 | $22K |
| Pandora Wealth, Inc. | 0.01% | No change | 3,330 | $20K |
| Clearstead Advisors, LLC | 0.00% | Reduce -17.0% | 3,175 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 3,060 | $19K |
| Manchester Capital Management LLC | 0.00% | No change | 3,000 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,963 | $18K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,670 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 2,513 | $15K |
| Financial Perspectives, Inc | 0.00% | No change | 2,494 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,375 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -17.7% | 2,174 | $13K |
| Larson Financial Group LLC | 0.00% | Add +37.2% | 2,139 | $13K |
| CI Investments Inc. | 0.00% | Add +28.2% | 2,049 | $13K |
| Sachetta, LLC | 0.00% | No change | 2,000 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -71.6% | 1,988 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.2% | 1,935 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 1,883 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,817 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -2.1% | 1,808 | $11K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,721 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $10K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 1,637 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -5.0% | 1,629 | $10K |
| National Bank of Canada | 0.00% | Reduce -5.4% | 1,426 | $9K |
| Avion Wealth | 0.00% | No change | 1,417 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.1% | 1,275 | $8K |
| GAMMA Investing LLC | 0.00% | Add +2307.8% | 1,228 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +37.8% | 1,213 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 1,211 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 1,152 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.2% | 1,106 | $7K |
| MAI Capital Management | 0.00% | Reduce -39.8% | 1,066 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1,043 | $6K |
| Richardson Capital Management LLC | 0.00% | No change | 1,000 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 1,000 | $6K |
| First Pacific Financial | 0.00% | No change | 978 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 869 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -7.8% | 842 | $5K |
| SWAN Capital LLC | 0.00% | No change | 785 | $5K |
| Huntington National Bank | 0.00% | Reduce -3.6% | 723 | $4K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $4K |
| Quent Capital, LLC | 0.00% | New | 661 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 659 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 686 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -10.5% | 605 | $4K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $4K |
| Blue Trust, Inc. | 0.00% | Add +18.4% | 598 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +7.3% | 572 | $4K |
| LRI Investments, LLC | 0.00% | No change | 562 | $3K |
| AXS Investments LLC | 0.00% | New | 546 | $3K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 500 | $3K |
| Inlight Wealth Management, LLC | 0.00% | No change | 500 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 500 | $3K |
| Adirondack Trust Co. | 0.00% | No change | 500 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 443 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 480 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -13.6% | 477 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +24.8% | 453 | $3K |
| Bokf, NA | 0.00% | Reduce -0.2% | 450 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 444 | $3K |
| Holos Integrated Wealth LLC | 0.00% | Reduce -1.6% | 379 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -13.9% | 396 | $2K |
| PFS Partners, LLC | 0.00% | Reduce -63.3% | 375 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 363 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 355 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 340 | $2K |
| CoreFirst Bank & Trust | 0.00% | No change | 330 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 323 | $2K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 299 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +46.8% | 276 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -12.2% | 253 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 250 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 246 | $2K |
| Main Street Group, LTD | 0.00% | No change | 242 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 241 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 233 | $1K |
| St Germain D J Co. Inc. | 0.00% | No change | 212 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -75.0% | 200 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 198 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 192 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -52.5% | 188 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $1K |
| Parvin Asset Management, LLC | 0.00% | Reduce -98.9% | 175 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 170 | $1K |
| Alerus Financial NA | 0.00% | New | 169 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -59.8% | 300 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 195 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +552.0% | 163 | $998 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 161 | $986 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 160 | $979 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +9.2% | 155 | $949 |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +15.2% | 152 | $930 |
| Clear Investment Research, LLC | 0.00% | No change | 138 | $845 |
| Creative Financial Designs Inc. | 0.00% | Reduce -88.1% | 135 | $826 |
| United Community Bank | 0.00% | No change | 126 | $771 |
| Lanark Financial, Inc. | 0.00% | New | 125 | $765 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 124 | $759 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 120 | $735 |
| TD Private Client Wealth LLC | 0.00% | New | 120 | $734 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $718 |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 117 | $716 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 100 | $612 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $612 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -68.3% | 100 | $612 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 99 | $606 |
| Archer Investment Corp | 0.00% | No change | 95 | $581 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 94 | $575 |
| Bell Investment Advisors, Inc | 0.00% | No change | 88 | $539 |
| South Plains Financial, Inc. | 0.00% | No change | 88 | $538 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 87 | $533 |
| JNBA Financial Advisors | 0.00% | Reduce -73.6% | 87 | $533 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -96.0% | 80 | $490 |
| Pflug Koory, LLC | 0.00% | No change | 74 | $453 |
| Principal Securities, Inc. | 0.00% | No change | 72 | $441 |
| Caitlin John, LLC | 0.00% | New | 71 | $435 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $411 |
| IAG Wealth Partners, LLC | 0.00% | No change | 67 | $410 |
| Clearstead Trust, LLC | 0.00% | No change | 66 | $404 |
| Siemens Fonds Invest GmbH | 0.00% | No change | 66 | $404 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 56 | $367 |
| CVA Family Office, LLC | 0.00% | No change | 60 | $367 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 59 | $361 |
| ESL Trust Services, LLC | 0.00% | No change | 58 | $355 |
| First Community Trust NA | 0.00% | No change | 56 | $343 |
| Dogwood Wealth Management LLC | 0.00% | No change | 55 | $337 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $326 |
| Abound Wealth Management | 0.00% | No change | 48 | $294 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $287 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $257 |
| Country Trust Bank | 0.00% | No change | 41 | $251 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.9% | 39 | $239 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $233 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -14.6% | 35 | $214 |
| First Command Advisory Services, Inc. | 0.00% | No change | 35 | $214 |
| Kimelman & Baird, LLC | 0.00% | No change | 34 | $209 |
| Gables Capital Management Inc. | 0.00% | New | 34 | $208 |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 34 | $208 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 29 | $178 |
| Financial Life Planners | 0.00% | New | 29 | $178 |
| CNB Bank | 0.00% | New | 29 | $177 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 28 | $173 |
| Cheviot Value Management, LLC | 0.00% | No change | 16 | $161 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $159 |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $153 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 24 | $147 |
| Strengthening Families & Communities, LLC | 0.00% | New | 24 | $146 |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $145 |
| Whittier Trust Co. | 0.00% | No change | 21 | $138 |
| AllSquare Wealth Management LLC | 0.00% | No change | 21 | $129 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $129 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 21 | $128 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $111 |
| TCTC Holdings, LLC | 0.00% | No change | 17 | $104 |
| Mather Group, Llc. | 0.00% | New | 17 | $104 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $98 |
| Key Financial Inc | 0.00% | No change | 16 | $97 |
| TD Capital Management LLC | 0.00% | No change | 13 | $77 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $74 |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 12 | $73 |
| True Wealth Design, LLC | 0.00% | Reduce -60.7% | 11 | $68 |
| Trust Co. of Toledo NA | 0.00% | No change | 11 | $67 |
| Clear Street Group Inc. | 0.00% | — | 11 | $67 |
| United Financial Planning Group LLC | 0.00% | — | 10 | $61 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $56 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $56 |
| Front Row Advisors LLC | 0.00% | No change | 7 | $43 |
| FWL Investment Management, LLC | 0.00% | New | 7 | $43 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 6 | $37 |
| Nvwm, LLC | 0.00% | No change | 5 | $31 |
| Bfsg, LLC | 0.00% | No change | 5 | $31 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $30 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -93.8% | 5 | $25 |
| Breakwater Investment Management | 0.00% | No change | 3 | $19 |
| Kilter Group LLC | 0.00% | Reduce -95.6% | 2 | $13 |
| Hager Investment Management Services, LLC | 0.00% | No change | 2 | $12 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1 | $7 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $6 |
| North Capital, Inc. | 0.00% | Reduce -100.0% | 1 | $6 |
| Guerra Advisors Inc | 0.00% | New | 1 | $5 |
| FNY Investment Advisers, LLC | 0.00% | Reduce -99.5% | 14 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $0 |
| Cloud Capital Management, LLC | 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.