Lumen TechnologiesLUMN
13F holders, Q4 2025 (December 31)596holders +53
87new positions
57sold out
8famous investors
$7.77avg. 13F price*
At the end of Q4 2025, 596 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, up 53 from Q3 2025. 87 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($869.1M) and State Street Corp. ($347.9M). 8 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $72.3M |
| Exits | 57 | $77.6M |
All 13F filers, Q3 2025 → Q4 2025: 91,232,258 shares bought and 60,000,366 shares sold, net +31,231,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| BlackRock, Inc. | 0.02% | Reduce -1.9% | 142,459,635 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 111,855,666 | $869.1M |
| State Street Corp. | 0.01% | Reduce -1.0% | 44,777,285 | $347.9M |
| FMR LLC | 0.01% | Add +162.1% | 26,391,299 | $205.1M |
| JPMorgan Chase & Co. | 0.01% | Add +305.3% | 22,211,742 | $172.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.7% | 22,123,623 | $171.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 18,390,473 | $142.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +58.6% | 16,736,604 | $130.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -14.7% | 14,849,976 | $115.4M |
| First Trust Advisors LP | 0.08% | Reduce -15.2% | 13,939,921 | $108.3M |
| Norges Bank | 0.01% | — | 13,713,912 | $106.6M |
| Palestra Capital Management LLC | 3.09% | No change | 11,167,585 | $86.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 10,700,966 | $83.1M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 10,095,977 | $78.4M |
| Renaissance Technologies | 0.12% | Reduce -11.1% | 10,043,267 | $78.0M |
| Barclays PLC | 0.03% | Add +305.0% | 9,561,390 | $74.3M |
| HSBC Holdings PLC | 0.04% | Add +27.3% | 9,140,027 | $71.0M |
| Allianz Asset Management GmbH | 0.07% | Reduce -16.8% | 8,366,894 | $65.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +737.3% | 8,043,124 | $62.5M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +20.6% | 7,343,942 | $57.1M |
| Millennium Management | 0.04% | Add +21.6% | 7,311,422 | $56.8M |
| CapWealth Advisors, LLC | 4.57% | Add +11.8% | 6,699,685 | $52.1M |
| Bank of New York Mellon Corp | 0.01% | Add +2.7% | 6,053,727 | $47.0M |
| Trexquant Investment LP | 0.39% | Add +481.2% | 5,605,410 | $43.6M |
| UBS Group AG | 0.01% | Add +20.2% | 5,576,078 | $43.3M |
| Nuveen, LLC | 0.01% | Reduce -12.7% | 5,482,578 | $42.6M |
| Vaughan Nelson Investment Management, L.P. | 0.36% | Add +58.3% | 4,768,300 | $37.0M |
| Gendell Jeffrey L | 0.65% | Add +12.8% | 4,761,216 | $37.0M |
| Two Sigma Investments, LP | 0.06% | Reduce -26.0% | 4,595,530 | $35.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.2% | 4,511,172 | $35.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Reduce -20.4% | 4,185,721 | $32.5M |
| D. E. Shaw & Co. | 0.03% | Add +8.7% | 4,043,106 | $31.4M |
| Citigroup Inc. | 0.02% | Add +48.5% | 3,956,259 | $30.7M |
| Invesco Ltd. | 0.00% | Reduce -20.3% | 3,953,793 | $30.7M |
| LM Asset Management Inc. | 23.24% | Reduce -63.3% | 3,737,000 | $29.0M |
| Public Sector Pension Investment Board | 0.09% | Reduce -1.8% | 3,615,748 | $28.1M |
| Curi Capital, LLC | 0.45% | Add +0.0% | 3,365,870 | $26.2M |
| Canada Pension Plan Investment Board | 0.02% | No change | 3,313,800 | $25.7M |
| Jane Street Group, LLC | 0.03% | Add +456.5% | 3,020,166 | $23.5M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 2,871,588 | $22.3M |
| Federated Hermes, Inc. | 0.04% | Reduce -25.5% | 2,831,989 | $22.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.1% | 2,731,321 | $21.2M |
| Rhumbline Advisers | 0.02% | Reduce -5.4% | 2,642,778 | $20.5M |
| Van Den Berg Management I, Inc. | 4.26% | Reduce -0.8% | 2,394,300 | $18.6M |
| Penn Capital Management Company, LLC | 1.48% | Reduce -13.4% | 2,376,354 | $18.5M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 2,335,516 | $18.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +437.7% | 2,301,387 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +15.5% | 2,180,078 | $16.9M |
| Balyasny Asset Management L.P. | 0.03% | New | 2,169,146 | $16.9M |
| Swiss National Bank | 0.01% | Add +1.7% | 1,922,100 | $14.9M |
| Brigade Capital Management, LP | 14.28% | Reduce -36.2% | 1,850,000 | $14.4M |
| Deutsche Bank AG | 0.00% | Reduce -13.9% | 1,703,803 | $13.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -10.8% | 1,695,893 | $13.2M |
| California Public Employees Retirement System | 0.01% | Reduce -0.5% | 1,627,561 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +49.9% | 1,453,366 | $11.3M |
| Citadel Advisors | 0.01% | Reduce -69.3% | 1,396,084 | $10.8M |
| AustralianSuper Pty Ltd | 0.05% | Reduce -35.6% | 1,381,488 | $10.7M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +1.1% | 1,368,968 | $10.6M |
| Janus Henderson Group PLC | 0.00% | Add +111.2% | 1,290,439 | $10.0M |
| Prudential Financial Inc. | 0.01% | Add +22.6% | 1,237,881 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 1,221,557 | $9.5M |
| Voleon Capital Management LP | 0.20% | Add +100.1% | 1,175,986 | $9.1M |
| Voya Investment Management LLC | 0.01% | Add +94.8% | 1,090,288 | $8.5M |
| Natixis Advisors, LLC | 0.01% | Add +156.0% | 1,068,456 | $8.3M |
| Intech Investment Management LLC | 0.07% | Add +6.1% | 995,381 | $7.7M |
| ExodusPoint Capital Management, LP | 0.09% | New | 993,213 | $7.7M |
| New York State Teachers Retirement System | 0.01% | Add +0.0% | 989,358 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.5% | 976,832 | $7.6M |
| LPL Financial LLC | 0.00% | Add +118.4% | 946,940 | $7.4M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 917,690 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.1% | 888,626 | $6.9M |
| Summit Financial, LLC | 0.10% | Reduce -0.2% | 849,517 | $6.6M |
| Westerly Capital Management, LLC | 1.87% | Reduce -77.1% | 800,000 | $6.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -35.3% | 795,914 | $6.2M |
| Franklin Resources Inc. | 0.00% | Reduce -34.9% | 763,378 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.1% | 738,305 | $5.7M |
| Algert Global LLC | 0.08% | Add +2.7% | 653,474 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 635,518 | $4.9M |
| Bessemer Group Inc. | 0.01% | Add +8312.0% | 606,419 | $4.7M |
| Bridgewater Associates | 0.02% | New | 595,417 | $4.6M |
| Group One Trading LLC | 0.13% | Add +304.4% | 575,720 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +210.6% | 562,520 | $4.4M |
| Man Group plc | 0.01% | Reduce -83.4% | 558,083 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -86.8% | 544,028 | $4.2M |
| Soviero Asset Management, LP | 2.19% | Add +3.9% | 540,000 | $4.2M |
| Informed Momentum Co LLC | 0.46% | New | 531,219 | $4.1M |
| Lonestar Capital Management LLC | 2.18% | Reduce -47.5% | 525,000 | $4.1M |
| Arkadios Wealth Advisors | 0.08% | Add +3590.7% | 522,374 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.9% | 521,572 | $4.1M |
| State of Alaska, Department of Revenue | 0.04% | Add +1.6% | 516,222 | $4.0M |
| Creative Planning | 0.00% | Add +41.7% | 485,174 | $3.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.0% | 475,013 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.1% | 471,586 | $3.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.1% | 443,187 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -0.4% | 432,200 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.8% | 379,662 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Add +47.7% | 424,622 | $3.3M |
| JT Stratford LLC | 0.41% | Add +22.0% | 410,784 | $3.2M |
| Choreo, LLC | 0.04% | Reduce -1.3% | 402,828 | $3.2M |
| Plustick Management LLC | 1.38% | New | 400,000 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -14.1% | 362,524 | $2.9M |
| Congress Asset Management Co. | 0.02% | Reduce -12.7% | 364,126 | $2.8M |
| Mariner, LLC | 0.00% | Add +53.6% | 357,352 | $2.8M |
| SG Americas Securities, LLC | 0.00% | New | 348,603 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -29.7% | 346,967 | $2.7M |
| Simplex Trading, LLC | 0.07% | New | 338,757 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 326,250 | $2.5M |
| Tudor Investment Corporation | 0.01% | New | 325,162 | $2.5M |
| Mraz, Amerine & Associates, Inc. | 0.36% | Reduce -3.4% | 315,484 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 303,165 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.7% | 302,576 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -2.3% | 290,384 | $2.3M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | — | 275,662 | $2.2M |
| Alberta Investment Management Corp | 0.01% | New | 275,800 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | New | 275,662 | $2.1M |
| Amalgamated Bank | 0.02% | Add +0.9% | 274,582 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -4.0% | 272,900 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -6.1% | 270,904 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Add +14.6% | 269,400 | $2.1M |
| Sei Investments Co. | 0.00% | Add +171.2% | 267,674 | $2.1M |
| Miller Capital Partners, Inc. | 1.04% | — | 261,687 | $2.0M |
| Hilton Capital Management, LLC | 0.15% | New | 258,694 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -3.0% | 257,373 | $2.0M |
| Gifford Fong Associates | 0.39% | No change | 250,000 | $1.9M |
| Havemeyer Place LP | 0.37% | — | 239,301 | $1.9M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -28.5% | 235,300 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -15.9% | 234,403 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.8% | 233,602 | $1.8M |
| AQR Capital Management | 0.00% | Add +80.2% | 227,066 | $1.8M |
| Gotham Asset Management | 0.01% | New | 221,652 | $1.7M |
| Walleye Trading LLC | 0.03% | New | 220,512 | $1.7M |
| Comerica Bank | 0.01% | Reduce -24.2% | 219,967 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.8% | 219,826 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +528.3% | 218,089 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.5% | 215,852 | $1.7M |
| McAdam, LLC | 0.08% | Add +23.9% | 215,214 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.6% | 210,258 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.9% | 208,300 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +185.6% | 204,654 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +7.0% | 196,090 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -50.0% | 194,750 | $1.5M |
| ProShare Advisors LLC | 0.00% | Add +3.4% | 190,038 | $1.5M |
| October Effect Ltd | 1.63% | New | 189,945 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +18.6% | 228,928 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | Add +1408.5% | 187,400 | $1.5M |
| Amundi | 0.00% | Add +9.3% | 184,795 | $1.4M |
| Capstone Financial Advisors, Inc. | 0.07% | Reduce -2.9% | 180,286 | $1.4M |
| Credit Capital Investments LLC | 1.30% | Add +18.7% | 178,000 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.3% | 175,077 | $1.4M |
| MRP Capital Investments, LLC | 1.12% | Add +778.7% | 171,350 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | Add +0.3% | 167,997 | $1.3M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.53% | Add +8.1% | 165,150 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.3% | 148,358 | $1.2M |
| Bank of Montreal | 0.00% | Add +6.2% | 157,438 | $1.2M |
| Private Advisory Group LLC | 0.09% | New | 154,409 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +46.6% | 152,708 | $1.2M |
| BSW Wealth Partners | 0.14% | Reduce -17.6% | 152,578 | $1.2M |
| Panagora Asset Management Inc. | 0.00% | Add +14.8% | 152,038 | $1.2M |
| Massar Capital Management, LP | 0.22% | New | 146,708 | $1.1M |
| STRS Ohio | 0.00% | No change | 146,000 | $1.1M |
| HRT Financial LP | 0.00% | Reduce -82.5% | 144,515 | $1.1M |
| Graham Capital Management, L.P. | 0.06% | Reduce -26.7% | 143,831 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +17.1% | 143,826 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.5% | 142,009 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.0% | 141,096 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +2.0% | 138,393 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 131,946 | $1.0M |
| IMC-Chicago, LLC | 0.02% | Add +75.4% | 130,846 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.10% | No change | 127,552 | $991K |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.1% | 124,670 | $969K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $963K |
| SOL Capital Management CO | 0.09% | Add +1.8% | 123,027 | $956K |
| Kestra Advisory Services, LLC | 0.00% | Add +736.8% | 122,844 | $954K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +19.6% | 122,568 | $952K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.9% | 120,704 | $938K |
| Acadian Asset Management LLC | 0.00% | Add +610.0% | 117,504 | $910K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.41% | New | 8,747 | $842K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.0% | 107,846 | $838K |
| Walleye Capital LLC | 0.01% | New | 104,686 | $813K |
| Argent Trust Co | 0.03% | Reduce -2.9% | 104,223 | $810K |
| Jump Financial, LLC | 0.01% | New | 103,940 | $808K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 99,547 | $773K |
| Fortis Capital Advisors, LLC | 0.11% | New | 98,966 | $769K |
| Belpointe Asset Management LLC | 0.03% | New | 98,966 | $769K |
| Sentinel Dome Partners, LLC | 0.90% | — | 89,816 | $698K |
| Atria Investments, Inc | 0.01% | Add +10.6% | 89,031 | $692K |
| Mackenzie Financial Corp. | 0.00% | Reduce -19.1% | 88,527 | $691K |
| Blueshift Asset Management, LLC | 0.19% | New | 85,719 | $666K |
| Quantinno Capital Management LP | 0.00% | Add +12.7% | 84,944 | $660K |
| Captrust Financial Advisors | 0.00% | Add +19.9% | 83,114 | $646K |
| Profund Advisors LLC | 0.02% | Add +93.5% | 82,711 | $643K |
| KBC Group NV | 0.00% | Add +158.6% | 81,282 | $632K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.8% | 79,974 | $621K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.2% | 78,806 | $612K |
| Neuberger Berman Group LLC | 0.00% | Add +19.0% | 78,084 | $607K |
| Evergreen Capital Management LLC | 0.01% | Add +34.6% | 77,577 | $603K |
| Lazard Asset Management LLC | 0.00% | Add +20.9% | 77,396 | $601K |
| Weiss Asset Management LP | 0.01% | Reduce -89.3% | 77,055 | $599K |
| Argent Advisors, Inc. | 0.17% | Reduce -15.6% | 76,904 | $598K |
| Aristeia Capital, L.L.C. | 0.03% | New | 76,714 | $596K |
| Sterling Capital Management LLC | 0.01% | Add +3.0% | 76,474 | $594K |
| Cidel Asset Management Inc. | 0.04% | No change | 75,999 | $591K |
| Xponance LLC | 0.00% | Add +0.3% | 75,911 | $590K |
| Clayton Partners LLC | 0.42% | Reduce -44.4% | 75,000 | $583K |
| Mariner Investment Group LLC | 0.04% | No change | 75,000 | $583K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -1.6% | 74,535 | $579K |
| CIBC Asset Management Inc | 0.00% | Add +21.0% | 73,884 | $574K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -5.6% | 73,330 | $568K |
| SIH Partners, LLLP | 0.03% | New | 71,708 | $557K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.9% | 71,326 | $554K |
| Stifel Financial Corp. | 0.00% | Reduce -12.2% | 71,011 | $552K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 68,835 | $535K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +7.8% | 68,130 | $529K |
| Cerity Partners LLC | 0.00% | Add +91.4% | 67,453 | $524K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.2% | 67,383 | $524K |
| Summit Global Investments | 0.03% | New | 67,092 | $521K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +7.1% | 63,922 | $497K |
| Cibc World Markets Corp. | 0.00% | — | 63,141 | $491K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.9% | 62,928 | $489K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.0% | 61,599 | $479K |
| Avior Wealth Management, LLC | 0.01% | Add +14.3% | 61,087 | $475K |
| Compound Planning, Inc. | 0.01% | Add +9.4% | 60,918 | $473K |
| Brooklyn Investment Group | 0.02% | New | 59,784 | $451K |
| Corient Private Wealth LP | 0.00% | Add +3.1% | 56,803 | $441K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 55,698 | $433K |
| Circle Wealth Management, LLC | 0.01% | New | 55,194 | $429K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -68.9% | 55,050 | $428K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 54,930 | $427K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 56,228 | $427K |
| Abel Hall, LLC | 0.10% | Add +117.0% | 54,267 | $422K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.9% | 50,974 | $396K |
| PEAK6 LLC | 0.01% | New | 50,111 | $389K |
| VARCOV Co. | 0.15% | — | 49,741 | $386K |
| Quantitative Investment Management, LLC | 0.04% | New | 49,509 | $384K |
| Marshall Wace, LLP | 0.00% | Reduce -95.1% | 48,166 | $374K |
| Fox Run Management, L.L.C. | 0.06% | New | 48,117 | $374K |
| SS&H Financial Advisors, Inc. | 0.11% | Reduce -17.6% | 46,943 | $365K |
| Spire Wealth Management | 0.01% | Add +30.3% | 46,477 | $361K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 44,367 | $345K |
| Guggenheim Capital LLC | 0.00% | Reduce -31.8% | 43,944 | $341K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -35.0% | 43,534 | $338K |
| Storebrand Asset Management As | 0.00% | Reduce -5.8% | 43,270 | $336K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 42,248 | $328K |
| Martingale Asset Management L P | 0.01% | New | 41,945 | $326K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +177.6% | 41,641 | $324K |
| Fulton Bank, N.A. | 0.01% | New | 41,592 | $323K |
| NorthCoast Asset Management LLC | 0.01% | Add +60.3% | 41,301 | $321K |
| Elo Mutual Pension Insurance Co | 0.00% | New | 40,802 | $317K |
| M&T Bank Corp | 0.00% | Add +184.8% | 40,807 | $317K |
| Straight Path Wealth Management | 0.08% | No change | 40,000 | $311K |
| Blair William & Co. | 0.00% | Add +7.6% | 39,814 | $309K |
| Revisor Wealth Management LLC | 0.08% | Add +24.9% | 35,277 | $306K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 38,800 | $301K |
| Jones Financial Companies LLLP | 0.00% | Add +24.6% | 38,467 | $299K |
| XTX Topco Ltd | 0.01% | Reduce -40.8% | 37,704 | $293K |
| Family Legacy Financial Solutions, LLC | 0.22% | Add +6850.0% | 834 | $291K |
| Numerai GP LLC | 0.03% | Reduce -65.1% | 37,255 | $289K |
| Sage Rhino Capital LLC | 0.05% | Add +1.3% | 35,899 | $279K |
| Two Sigma Securities, LLC | 0.04% | New | 35,898 | $279K |
| State of Wyoming | 0.03% | Reduce -38.8% | 35,621 | $277K |
| Abacus Wealth Partners, LLC | 0.03% | New | 34,916 | $271K |
| Praxis Investment Management Inc. | 0.02% | No change | 34,620 | $269K |
| NewEdge Advisors, LLC | 0.00% | Add +2997.6% | 34,259 | $266K |
| Advisory Services Network, LLC | 0.00% | Reduce -49.8% | 32,579 | $253K |
| Segall Bryant & Hamill, LLC | 0.00% | New | 32,291 | $251K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.8% | 32,193 | $250K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +54.4% | 31,950 | $248K |
| Envestnet Asset Management Inc. | 0.00% | Add +55.9% | 31,344 | $244K |
| Shelton Capital Management | 0.00% | Reduce -16.2% | 30,810 | $239K |
| Ethic Inc. | 0.00% | Add +95.0% | 30,807 | $239K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -86.7% | 30,617 | $238K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 30,482 | $237K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -27.1% | 30,449 | $237K |
| Atom Investors LP | 0.02% | New | 29,892 | $232K |
| Ethos Financial Group, LLC | 0.02% | New | 29,788 | $231K |
| Merit Financial Group, LLC | 0.00% | Add +19.4% | 29,420 | $229K |
| Glenmede Trust Co. NA | 0.00% | — | 29,155 | $227K |
| Deseret Mutual Benefit Administrators | 0.10% | Add +27.9% | 28,844 | $224K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 28,255 | $220K |
| Bayforest Capital Ltd | 0.16% | New | 28,096 | $218K |
| Axq Capital, LP | 0.05% | New | 27,572 | $214K |
| Bleakley Financial Group, LLC | 0.00% | New | 26,985 | $210K |
| Callan Family Office, LLC | 0.00% | Add +40.7% | 26,512 | $206K |
| Kovack Advisors, Inc. | 0.01% | New | 26,181 | $203K |
| Keystone Financial Group | 0.01% | New | 25,768 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.1% | 25,765 | $200K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 25,660 | $199K |
| Independent Advisor Alliance | 0.00% | Add +8.2% | 25,096 | $195K |
| Vident Advisory, LLC | 0.00% | Add +34.1% | 24,510 | $190K |
| Thompson David Blair | 0.11% | — | 24,383 | $189K |
| AE Wealth Management LLC | 0.00% | Reduce -5.0% | 24,188 | $188K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.4% | 23,961 | $187K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 23,469 | $182K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -23.3% | 23,358 | $181K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 22,786 | $177K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +3.6% | 22,352 | $174K |
| Sig Brokerage, LP | 0.06% | New | 22,234 | $173K |
| Coldstream Capital Management Inc. | 0.00% | Add +7.8% | 21,887 | $170K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 21,690 | $169K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.5% | 20,871 | $162K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +7.3% | 20,821 | $162K |
| Ballentine Partners, LLC | 0.00% | Reduce -23.3% | 20,391 | $158K |
| Farther Finance Advisors, LLC | 0.00% | Add +88.4% | 20,191 | $157K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 20,177 | $157K |
| J. Derek Lewis & Associates Inc. | 0.04% | — | 20,000 | $155K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 20,000 | $155K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -84.6% | 20,000 | $155K |
| Mutual Advisors, LLC | 0.00% | No change | 19,584 | $152K |
| Beto Financial Group, LLC | 0.10% | — | 16,480 | $147K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 18,416 | $144K |
| Secure Asset Management, LLC | 0.02% | No change | 18,386 | $143K |
| Ritholtz Wealth Management | 0.00% | Add +17.3% | 18,114 | $141K |
| CoreCap Advisors, LLC | 0.00% | Add +0.4% | 18,079 | $140K |
| Signaturefd, LLC | 0.00% | Add +127.3% | 18,017 | $140K |
| Breakthru Advisory Services, LLC | 0.09% | Reduce -10.3% | 18,004 | $140K |
| Global View Capital Management LLC | 0.03% | Add +1.6% | 17,956 | $140K |
| Smith Salley Wealth Management | 0.01% | Add +0.0% | 17,865 | $139K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.0% | 17,733 | $138K |
| Forum Financial Management, LP | 0.00% | New | 17,569 | $137K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.8% | 17,425 | $135K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +13.2% | 17,113 | $133K |
| Sawgrass Asset Management LLC | 0.02% | Add +13.9% | 16,940 | $132K |
| Inscription Capital, LLC | 0.01% | No change | 16,875 | $131K |
| GAMMA Investing LLC | 0.01% | Add +1270.4% | 16,828 | $131K |
| Pacific Sage Partners, LLC | 0.02% | Reduce -27.0% | 16,787 | $130K |
| Wealth Alliance, LLC | 0.01% | Add +18.1% | 16,517 | $128K |
| Howe & Rusling Inc. | 0.01% | New | 16,246 | $126K |
| Sowell Financial Services LLC | 0.00% | Reduce -19.7% | 15,913 | $124K |
| US Bancorp \de | 0.00% | Add +1.6% | 15,486 | $120K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.6% | 15,298 | $119K |
| Meeder Advisory Services, Inc. | 0.01% | Add +10.6% | 15,243 | $118K |
| PharVision Advisers, LLC | 0.06% | New | 14,916 | $116K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +41.3% | 17,390 | $116K |
| Phoenix Financial Ltd. | 0.00% | Reduce -72.3% | 14,812 | $115K |
| Keynote Financial Services LLC | 0.06% | New | 14,791 | $115K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 14,732 | $114K |
| PDS Planning, Inc | 0.01% | Add +1.8% | 14,308 | $111K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -3.3% | 13,771 | $111K |
| bLong Financial, LLC | 0.08% | Reduce -14.0% | 14,172 | $110K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 14,149 | $110K |
| Benjamin Edwards Inc. | 0.00% | Reduce -56.1% | 13,971 | $109K |
| Mirabella Financial Services LLP | 0.01% | New | 13,932 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.6% | 13,894 | $108K |
| Capital Investment Advisors, LLC | 0.00% | New | 13,877 | $108K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +39.0% | 13,711 | $107K |
| Wellington Shields & Co., LLC | 0.03% | Add +5.3% | 13,584 | $106K |
| WealthTrust Axiom LLC | 0.03% | No change | 13,368 | $104K |
| Invst, LLC | 0.01% | Add +6.5% | 13,151 | $102K |
| Wealthfront Advisers LLC | 0.00% | New | 13,070 | $102K |
| Olympiad Research LP | 0.27% | Reduce -18.0% | 13,066 | $102K |
| Prelude Capital Management, LLC | 0.01% | Reduce -38.7% | 13,066 | $102K |
| Sound Income Strategies, LLC | 0.00% | Add +14.6% | 11,906 | $101K |
| HighPoint Advisor Group LLC | 0.00% | Add +2.7% | 12,894 | $100K |
| Vise Technologies, Inc. | 0.00% | New | 12,780 | $99K |
| Fortem Financial Group, LLC | 0.03% | New | 12,650 | $98K |
| World Investment Advisors | 0.00% | New | 12,605 | $98K |
| OneDigital Investment Advisors LLC | 0.00% | Add +21.3% | 12,604 | $98K |
| Harvest Management LLC | 0.04% | No change | 12,540 | $97K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -33.0% | 12,491 | $97K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -1.7% | 12,427 | $97K |
| DNB Asset Management AS | 0.00% | New | 12,251 | $95K |
| Cwm, LLC | 0.00% | Add +25.9% | 12,182 | $95K |
| Fourpath Capital Management, LLC | 0.01% | No change | 12,005 | $93K |
| Kingsview Wealth Management, LLC | 0.00% | New | 11,554 | $90K |
| Armstrong, Fleming & Moore, Inc | 0.04% | Add +1.3% | 11,145 | $87K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 11,019 | $86K |
| Brookstone Capital Management | 0.00% | Reduce -23.3% | 10,989 | $85K |
| Polymer Capital Management (US) LLC | 0.01% | Reduce -42.1% | 10,862 | $84K |
| Danske Bank A/S | 0.00% | Add +170.0% | 10,800 | $84K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.8% | 10,748 | $84K |
| Citizens Financial Group Inc. | 0.00% | Reduce -3.4% | 10,717 | $83K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,716 | $83K |
| NorthRock Partners, LLC | 0.00% | Reduce -21.8% | 10,500 | $82K |
| Twin Tree Management, LP | 0.01% | New | 10,180 | $79K |
| SJS Investment Consulting Inc. | 0.01% | Add +0.6% | 10,061 | $78K |
| ASO GROUP Ltd | 0.03% | — | 10,000 | $78K |
| Quantessence Capital LLC | 0.90% | New | 10,034 | $78K |
| Empirical Finance, LLC | 0.00% | Reduce -1.9% | 10,033 | $78K |
| Quantum Private Wealth, LLC | 0.02% | Reduce -50.0% | 10,000 | $78K |
| Firestone Capital Management | 0.02% | No change | 10,000 | $78K |
| Cadence Bank | 0.00% | No change | 10,000 | $78K |
| HM Payson & Co. | 0.00% | No change | 10,000 | $78K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 11,954 | $73K |
| Employees Retirement System of Texas | 0.00% | No change | 9,292 | $72K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -59.0% | 8,803 | $68K |
| Allworth Financial LP | 0.00% | Add +6.3% | 8,766 | $68K |
| Rakuten Securities, Inc. | 0.02% | Add +31.0% | 8,601 | $67K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8,457 | $66K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 8,373 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +22.4% | 8,095 | $63K |
| AlphaQuest LLC | 0.00% | New | 7,882 | $61K |
| Whipplewood Advisors, LLC | 0.04% | No change | 7,182 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +258.4% | 6,935 | $54K |
| Salomon & Ludwin, LLC | 0.00% | Add +0.2% | 6,878 | $52K |
| Orion Capital Management LLC | 0.02% | New | 6,454 | $50K |
| Hantz Financial Services, Inc. | 0.00% | Add +3093.3% | 6,227 | $48K |
| Global Retirement Partners, LLC | 0.00% | Add +7.7% | 6,024 | $47K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,484 | $46K |
| Fifth Third Bancorp | 0.00% | Add +8.3% | 5,786 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.2% | 5,563 | $43K |
| Trust Co | 0.00% | Add +0.0% | 5,545 | $43K |
| UMB Bank, n.a. | 0.00% | Add +25.4% | 5,146 | $40K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 4,275 | $33K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,000 | $31K |
| International Assets Investment Management, LLC | 0.00% | New | 3,880 | $30K |
| ORG Partners LLC | 0.01% | Reduce -12.6% | 3,610 | $28K |
| Pandora Wealth, Inc. | 0.02% | No change | 3,330 | $26K |
| Kemnay Advisory Services Inc. | 0.00% | New | 3,257 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +1.4% | 3,003 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.8% | 2,885 | $22K |
| Covestor Ltd | 0.01% | Reduce -28.7% | 2,630 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 2,494 | $19K |
| Larson Financial Group LLC | 0.00% | Add +7.6% | 2,302 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +7.7% | 2,140 | $17K |
| Sachetta, LLC | 0.01% | No change | 2,000 | $16K |
| Assetmark, Inc. | 0.00% | Add +10.4% | 1,996 | $16K |
| Root Financial Partners, LLC | 0.00% | Add +61.2% | 1,857 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,817 | $14K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,721 | $13K |
| Rothschild Investment LLC | 0.00% | Add +3.1% | 1,679 | $13K |
| National Bank of Canada | 0.00% | Add +16.3% | 1,658 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -88.7% | 1,531 | $12K |
| Basepoint Wealth LLC | 0.01% | New | 1,479 | $11K |
| Quarry LP | 0.00% | Reduce -92.2% | 1,407 | $11K |
| MAI Capital Management | 0.00% | Add +28.4% | 1,369 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Add +7.3% | 1,300 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,275 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -60.7% | 1,247 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.9% | 1,224 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 1,217 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +37.8% | 1,160 | $9K |
| Adkins Seale Capital Management LLC | 0.01% | — | 1,156 | $9K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,153 | $9K |
| Ancora Advisors LLC | 0.00% | Reduce -65.4% | 1,060 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $8K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1,043 | $8K |
| Motiv8 Investments LLC | 0.00% | New | 1,000 | $8K |
| Founders Capital Management | 0.00% | New | 1,000 | $8K |
| Richardson Capital Management LLC | 0.00% | No change | 1,000 | $8K |
| SWAN Capital LLC | 0.00% | Add +27.4% | 1,000 | $8K |
| First Pacific Financial | 0.00% | No change | 978 | $8K |
| Independence Bank of Kentucky | 0.00% | No change | 869 | $7K |
| Bare Financial Services, Inc | 0.00% | New | 834 | $6K |
| SHP Wealth Management | 0.00% | — | 723 | $6K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -70.5% | 700 | $5K |
| Ameriflex Group, Inc. | 0.00% | Add +255.7% | 683 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +3.2% | 680 | $5K |
| Quent Capital, LLC | 0.00% | No change | 661 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 659 | $5K |
| Huntington National Bank | 0.00% | Reduce -9.0% | 658 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 603 | $5K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $5K |
| Bayban | 0.00% | — | 581 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 572 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +239.8% | 547 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -11.4% | 530 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -14.7% | 516 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 551 | $4K |
| Bullock Wealth Management Group | 0.00% | — | 503 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 500 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 500 | $4K |
| Inlight Wealth Management, LLC | 0.00% | No change | 500 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 500 | $4K |
| NFSG Corp | 0.00% | Reduce -97.9% | 491 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $4K |
| AXS Investments LLC | 0.00% | Reduce -14.7% | 466 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +13.6% | 450 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 444 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +9.1% | 396 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 443 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +535.7% | 356 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 379 | $3K |
| PFS Partners, LLC | 0.00% | No change | 375 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -19.9% | 363 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 355 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | Add +250.0% | 350 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 340 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 323 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 299 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 276 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +5.6% | 264 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +162.0% | 262 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -46.2% | 369 | $2K |
| Avion Wealth | 0.00% | Reduce -77.6% | 317 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $2K |
| IFP Advisors, Inc | 0.00% | Add +36.2% | 256 | $2K |
| Triumph Capital Management | 0.00% | New | 254 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 253 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 252 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 246 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 241 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -51.5% | 233 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 233 | $2K |
| Torren Management, LLC | 0.00% | — | 222 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 212 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +18.4% | 193 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +16.3% | 186 | $1K |
| Parvin Asset Management, LLC | 0.00% | No change | 175 | $1K |
| Alerus Financial NA | 0.00% | No change | 169 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 198 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 155 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 155 | $1K |
| St Germain D J Co. Inc. | 0.00% | Reduce -27.4% | 154 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +70.5% | 150 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 148 | $1K |
| Barrett & Company, Inc. | 0.00% | New | 146 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $1K |
| United Community Bank | 0.00% | No change | 126 | $979 |
| Lanark Financial, Inc. | 0.00% | No change | 125 | $971 |
| Kilter Group LLC | 0.00% | Add +5950.0% | 121 | $941 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 120 | $933 |
| TD Private Client Wealth LLC | 0.00% | No change | 120 | $932 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $912 |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 117 | $909 |
| CVA Family Office, LLC | 0.00% | Add +76.7% | 106 | $824 |
| Essential Partners LLC | 0.00% | New | 102 | $793 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $777 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 99 | $769 |
| LRI Investments, LLC | 0.00% | Reduce -82.6% | 98 | $761 |
| First Command Advisory Services, Inc. | 0.00% | Add +177.1% | 97 | $754 |
| Archer Investment Corp | 0.00% | No change | 95 | $738 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 94 | $730 |
| C M Bidwell & Associates Ltd. | 0.00% | New | 92 | $715 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +1680.0% | 89 | $692 |
| South Plains Financial, Inc. | 0.00% | No change | 88 | $683 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 87 | $676 |
| JNBA Financial Advisors | 0.00% | No change | 87 | $676 |
| TD Capital Management LLC | 0.00% | Add +546.1% | 84 | $649 |
| Gilpin Wealth Management, LLC | 0.00% | — | 75 | $583 |
| Pflug Koory, LLC | 0.00% | No change | 74 | $575 |
| Caitlin John, LLC | 0.00% | No change | 71 | $552 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $521 |
| IAG Wealth Partners, LLC | 0.00% | Reduce -3.0% | 65 | $505 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 59 | $458 |
| Whittier Trust Co. | 0.00% | Add +161.9% | 55 | $457 |
| ESL Trust Services, LLC | 0.00% | No change | 58 | $451 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -30.0% | 56 | $435 |
| Dogwood Wealth Management LLC | 0.00% | No change | 55 | $427 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +54.3% | 54 | $419 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $414 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +120.8% | 53 | $411 |
| DV Trading LLC | 0.00% | — | 50 | $388 |
| Manchester Capital Management LLC | 0.00% | Reduce -98.4% | 48 | $373 |
| Abound Wealth Management | 0.00% | No change | 48 | $373 |
| Financial Consulate, Inc. | 0.00% | New | 47 | $366 |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $365 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $326 |
| Country Trust Bank | 0.00% | No change | 41 | $319 |
| HFM Investment Advisors, LLC | 0.00% | No change | 39 | $304 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $295 |
| Elevated Capital Advisors, LLC | 0.00% | New | 36 | $280 |
| Kimelman & Baird, LLC | 0.00% | No change | 34 | $265 |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 34 | $264 |
| Gables Capital Management Inc. | 0.00% | No change | 34 | $264 |
| GHP Investment Advisors, Inc. | 0.00% | New | 32 | $249 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 29 | $226 |
| CNB Bank | 0.00% | No change | 29 | $225 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $202 |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $194 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 22 | $168 |
| United Financial Planning Group LLC | 0.00% | Add +110.0% | 21 | $163 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $163 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 21 | $162 |
| Cheviot Value Management, LLC | 0.00% | No change | 16 | $147 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $140 |
| TCTC Holdings, LLC | 0.00% | No change | 17 | $132 |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $128 |
| Ares Financial Consulting, LLC | 0.00% | — | 16 | $124 |
| Key Financial Inc | 0.00% | No change | 16 | $124 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $124 |
| Twin Lakes Capital Management, LLC | 0.00% | Reduce -50.0% | 14 | $107 |
| Wealth Watch Advisors, INC | 0.00% | New | 13 | $101 |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 12 | $96 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $94 |
| Clear Street Group Inc. | 0.00% | Add +9.1% | 12 | $93 |
| Trust Co. of Toledo NA | 0.00% | No change | 11 | $85 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $85 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $70 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $70 |
| Sarver Vrooman Wealth Advisors | 0.00% | New | 9 | $70 |
| Dorato Capital Management | 0.00% | — | 7 | $58 |
| Front Row Advisors LLC | 0.00% | No change | 7 | $54 |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $54 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 6 | $47 |
| Nvwm, LLC | 0.00% | No change | 5 | $39 |
| Bfsg, LLC | 0.00% | No change | 5 | $39 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $38 |
| TFC Financial Management, Inc. | 0.00% | New | 4 | $32 |
| Breakwater Investment Management | 0.00% | No change | 3 | $24 |
| Hager Investment Management Services, LLC | 0.00% | No change | 2 | $16 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $8 |
| Pacer Advisors, Inc. | 0.00% | New | 1 | $8 |
| Coston, McIsaac & Partners | 0.00% | No change | 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.