Lumen TechnologiesLUMN
13F holders, Q1 2026 (March 31)598holders +2
77new positions
72sold out
7famous investors
$6.93avg. 13F price*
At the end of Q1 2026, 598 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, up 2 from Q4 2025. 77 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($955.4M), Vanguard Portfolio Management LLC ($431.7M) and State Street Corp. ($319.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $21.4M |
| Exits | 72 | $143.1M |
All 13F filers, Q4 2025 → Q1 2026: 63,513,037 shares bought and 52,146,611 shares sold, net +11,366,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 598 holders
| BlackRock, Inc. | 0.02% | Reduce -3.5% | 137,465,704 | $955.4M |
| Vanguard Portfolio Management LLC | 0.02% | — | 62,119,909 | $431.7M |
| State Street Corp. | 0.01% | Add +2.8% | 46,012,329 | $319.8M |
| Vanguard Capital Management LLC | 0.01% | — | 41,631,209 | $289.3M |
| FMR LLC | 0.01% | Add +19.0% | 31,411,920 | $218.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 22,867,581 | $159.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +34.7% | 22,543,945 | $156.7M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 22,471,258 | $143.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -6.6% | 17,175,568 | $119.4M |
| D. E. Shaw & Co. | 0.09% | Add +271.9% | 15,034,113 | $104.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.0% | 14,994,640 | $104.2M |
| First Trust Advisors LP | 0.06% | Reduce -8.4% | 12,772,723 | $88.8M |
| Morgan Stanley | 0.01% | Add +17.8% | 11,890,687 | $82.6M |
| Barclays PLC | 0.03% | Add +22.0% | 11,665,469 | $81.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 10,603,492 | $73.7M |
| Renaissance Technologies | 0.11% | Reduce -3.2% | 9,720,567 | $67.6M |
| Invesco Ltd. | 0.01% | Add +131.6% | 9,156,434 | $63.6M |
| HSBC Holdings PLC | 0.04% | Reduce -4.1% | 8,766,020 | $60.4M |
| Allianz Asset Management GmbH | 0.07% | Add +1.5% | 8,489,233 | $59.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +8.3% | 7,954,306 | $55.3M |
| CapWealth Advisors, LLC | 4.40% | Add +4.6% | 7,010,163 | $48.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 6,512,735 | $45.3M |
| Curi Capital, LLC | 0.73% | Add +74.5% | 5,872,216 | $40.8M |
| Two Sigma Investments, LP | 0.03% | Add +27.2% | 5,844,871 | $40.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.5% | 5,602,368 | $38.9M |
| Nuveen, LLC | 0.01% | Reduce -2.4% | 5,351,701 | $37.2M |
| Vaughan Nelson Investment Management, L.P. | 0.37% | Add +11.2% | 5,300,565 | $36.8M |
| Jane Street Group, LLC | 0.04% | Add +70.5% | 5,150,575 | $35.8M |
| LM Asset Management Inc. | 20.78% | Add +32.6% | 4,957,000 | $34.5M |
| Gendell Jeffrey L | 0.45% | No change | 4,761,216 | $33.1M |
| Principal Financial Group Inc. | 0.02% | Add +2.2% | 4,611,749 | $32.1M |
| Millennium Management | 0.02% | Reduce -37.5% | 4,571,215 | $31.8M |
| UBS Group AG | 0.01% | Reduce -21.9% | 4,353,030 | $30.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +0.9% | 4,223,255 | $29.4M |
| Public Sector Pension Investment Board | 0.08% | Add +3.0% | 3,725,770 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.4% | 3,315,799 | $23.0M |
| Bank of America Corp. | 0.00% | Add +28.9% | 3,010,141 | $20.9M |
| Citigroup Inc. | 0.01% | Reduce -25.9% | 2,932,728 | $20.4M |
| Federated Hermes, Inc. | 0.03% | Add +1.6% | 2,878,472 | $20.0M |
| Penn Capital Management Company, LLC | 1.46% | Add +13.9% | 2,707,654 | $18.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.2% | 2,612,231 | $18.2M |
| Citadel Advisors | 0.01% | Add +80.8% | 2,524,313 | $17.5M |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 2,511,261 | $17.5M |
| Van Den Berg Management I, Inc. | 3.87% | Add +1.4% | 2,427,862 | $16.9M |
| Tudor Investment Corporation | 0.09% | Add +643.8% | 2,418,613 | $16.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -3.4% | 2,224,000 | $15.5M |
| Westerly Capital Management, LLC | 4.71% | Add +175.0% | 2,200,000 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 1,995,825 | $13.9M |
| Swiss National Bank | 0.01% | Add +0.3% | 1,928,400 | $13.4M |
| New York State Common Retirement Fund | 0.02% | Add +13.1% | 1,918,697 | $13.3M |
| Brigade Capital Management, LP | 15.96% | No change | 1,850,000 | $12.8M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -22.6% | 1,678,951 | $11.7M |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 1,673,366 | $11.6M |
| Voleon Capital Management LP | 0.24% | Add +36.3% | 1,602,303 | $11.1M |
| California Public Employees Retirement System | 0.01% | Reduce -4.8% | 1,549,887 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Add +557.9% | 1,446,187 | $10.1M |
| Janus Henderson Group PLC | 0.00% | Add +7.4% | 1,385,803 | $9.6M |
| LPL Financial LLC | 0.00% | Add +45.3% | 1,375,956 | $9.6M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -2.1% | 1,339,607 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 1,190,407 | $9.2M |
| Voya Investment Management LLC | 0.01% | Add +21.8% | 1,328,166 | $9.2M |
| SG Americas Securities, LLC | 0.01% | Add +249.0% | 1,216,669 | $8.5M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -64.7% | 1,170,054 | $8.1M |
| Prudential Financial Inc. | 0.01% | Reduce -7.1% | 1,149,526 | $8.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -85.7% | 1,147,573 | $8.0M |
| Intech Investment Management LLC | 0.08% | Add +13.8% | 1,132,494 | $7.9M |
| California State Teachers Retirement System | 0.01% | Add +23.2% | 1,130,541 | $7.9M |
| Marshall Wace, LLP | 0.01% | Add +2144.0% | 1,080,825 | $7.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.7% | 1,061,480 | $7.4M |
| Jump Financial, LLC | 0.10% | Add +746.7% | 880,102 | $6.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 866,238 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.6% | 865,418 | $6.0M |
| Summit Financial, LLC | 0.08% | Add +0.1% | 850,056 | $5.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -18.7% | 804,315 | $5.6M |
| Wells Fargo & Company | 0.00% | Reduce -47.2% | 766,740 | $5.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -6.4% | 745,117 | $5.2M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 743,013 | $5.2M |
| Algert Global LLC | 0.08% | Add +12.1% | 732,574 | $5.1M |
| Aquatic Capital Management LLC | 0.14% | Add +286.0% | 723,391 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -14.4% | 631,593 | $4.4M |
| Arkadios Wealth Advisors | 0.07% | Add +18.5% | 619,163 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +103.6% | 617,280 | $4.3M |
| Bessemer Group Inc. | 0.01% | Add +0.2% | 607,387 | $4.2M |
| Lee Danner & Bass Inc. | 0.26% | Add +708.0% | 602,245 | $4.2M |
| Group One Trading LLC | 0.13% | Reduce -4.1% | 552,236 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.2% | 515,136 | $3.6M |
| Havemeyer Place LP | 0.40% | Add +110.9% | 504,605 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -2.8% | 501,543 | $3.5M |
| Soviero Asset Management, LP | 1.95% | Reduce -7.4% | 500,000 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +134.9% | 493,961 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 467,558 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.5% | 464,719 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 447,176 | $3.1M |
| Walleye Capital LLC | 0.02% | Add +317.8% | 437,389 | $3.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 435,890 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Add +2.0% | 432,951 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 425,258 | $3.0M |
| Lonestar Capital Management LLC | 1.59% | Reduce -19.1% | 425,000 | $3.0M |
| Congress Asset Management Co. | 0.02% | Add +16.6% | 424,613 | $3.0M |
| Creative Planning | 0.00% | Reduce -13.1% | 421,622 | $2.9M |
| Hilton Capital Management, LLC | 0.22% | Add +62.0% | 419,141 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.2% | 418,500 | $2.9M |
| JT Stratford LLC | 0.37% | Add +0.5% | 412,899 | $2.9M |
| Plustick Management LLC | 1.34% | No change | 400,000 | $2.8M |
| Trexquant Investment LP | 0.02% | Reduce -93.0% | 394,740 | $2.7M |
| Choreo, LLC | 0.03% | Reduce -2.9% | 391,194 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 379,662 | $2.6M |
| Edgestream Partners, L.P. | 0.09% | New | 378,642 | $2.6M |
| XTX Topco Ltd | 0.04% | Add +878.4% | 368,889 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +19.7% | 362,075 | $2.5M |
| Tidal Investments LLC | 0.01% | Add +64.7% | 359,234 | $2.5M |
| Sei Investments Co. | 0.00% | Add +32.5% | 354,773 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -2.1% | 349,758 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.2% | 347,290 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 346,967 | $2.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +25.1% | 341,500 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +163.6% | 323,813 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.33% | Add +1.9% | 321,394 | $2.2M |
| Sentinel Dome Partners, LLC | 3.55% | Add +237.2% | 302,816 | $2.1M |
| Engineers Gate Manager LP | 0.03% | Add +103.9% | 293,208 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +25.6% | 287,434 | $2.0M |
| Squarepoint Ops LLC | 0.00% | New | 281,460 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 281,266 | $2.0M |
| Credit Capital Investments LLC | 1.72% | Add +53.4% | 273,000 | $1.9M |
| Amalgamated Bank | 0.01% | Reduce -1.3% | 271,106 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Add +390.2% | 269,877 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 269,400 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 267,635 | $1.9M |
| Clayton Partners LLC | 1.34% | Add +253.3% | 265,000 | $1.8M |
| Miller Capital Partners, Inc. | 0.89% | Add +1.0% | 264,312 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +2.2% | 263,016 | $1.8M |
| Amundi | 0.00% | Add +42.1% | 262,656 | $1.8M |
| McAdam, LLC | 0.08% | Add +21.4% | 261,253 | $1.8M |
| Capitolis Liquid Global Markets LLC | 0.01% | — | 250,000 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 247,705 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +708.0% | 247,398 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -58.0% | 235,980 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 235,300 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 234,403 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 233,345 | $1.6M |
| AQR Capital Management | 0.00% | Add +2.3% | 232,221 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +3775.2% | 224,216 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +225.7% | 219,663 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.1% | 215,706 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.0% | 214,500 | $1.5M |
| IMC-Chicago, LLC | 0.02% | Add +54.9% | 202,727 | $1.4M |
| MRP Capital Investments, LLC | 1.20% | Add +15.6% | 198,100 | $1.4M |
| Walleye Trading LLC | 0.03% | Reduce -13.3% | 191,104 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 188,506 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +5.0% | 183,851 | $1.3M |
| Capstone Financial Advisors, Inc. | 0.07% | No change | 180,286 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +112.0% | 180,108 | $1.3M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.50% | Add +6.7% | 176,250 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +44.2% | 169,451 | $1.2M |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.3% | 167,407 | $1.2M |
| October Effect Ltd | 1.31% | Reduce -13.7% | 163,995 | $1.1M |
| Bank of Montreal | 0.00% | Add +1.6% | 159,997 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 155,184 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -19.6% | 152,866 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -76.0% | 152,416 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +6.2% | 150,823 | $1.0M |
| Boothbay Fund Management, LLC | 0.02% | New | 145,976 | $1.0M |
| Bridgewater Associates | 0.00% | Reduce -76.8% | 137,934 | $959K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.6% | 137,580 | $956K |
| BSW Wealth Partners | 0.12% | Reduce -10.8% | 136,078 | $946K |
| Empowered Funds, LLC | 0.01% | New | 133,085 | $925K |
| Counterpoint Mutual Funds LLC | 0.14% | New | 130,115 | $904K |
| Cetera Investment Advisers | 0.00% | Reduce -2.3% | 128,909 | $896K |
| Allstate Corp. | 0.01% | New | 128,589 | $894K |
| Steel Grove Capital Advisors, LLC | 0.09% | Add +0.2% | 127,783 | $888K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.3% | 124,274 | $864K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $862K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 119,134 | $828K |
| Oxford Asset Management LLP | 0.33% | New | 118,413 | $823K |
| Man Group plc | 0.00% | Reduce -79.4% | 114,946 | $799K |
| Argent Trust Co | 0.03% | Add +9.6% | 114,223 | $794K |
| STRS Ohio | 0.00% | Reduce -22.5% | 113,200 | $787K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 107,985 | $750K |
| Quantbot Technologies LP | 0.03% | New | 106,816 | $742K |
| MML Investors Services, LLC | 0.00% | Reduce -49.2% | 103,930 | $722K |
| KBC Group NV | 0.00% | Add +27.1% | 103,335 | $718K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +41.4% | 100,865 | $701K |
| Massachusetts Financial Services Co. | 0.00% | New | 100,687 | $700K |
| Aristeia Capital, L.L.C. | 0.03% | Add +31.2% | 100,618 | $699K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 99,547 | $692K |
| Lighthouse Investment Partners, LLC | 0.03% | Add +250.3% | 98,982 | $688K |
| Bridgefront Capital, LLC | 0.17% | New | 98,096 | $682K |
| Sterling Capital Management LLC | 0.01% | Add +26.4% | 96,698 | $672K |
| Highbridge Capital Management LLC | 0.06% | New | 105,000 | $671K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -25.5% | 91,337 | $635K |
| Xponance LLC | 0.00% | Add +17.1% | 88,903 | $618K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +538.7% | 88,736 | $617K |
| Neuberger Berman Group LLC | 0.00% | Add +11.3% | 86,919 | $604K |
| Stifel Financial Corp. | 0.00% | Add +20.4% | 85,533 | $594K |
| Capital Fund Management S.A. | 0.01% | New | 81,584 | $567K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +15.1% | 84,374 | $561K |
| Evergreen Capital Management LLC | 0.01% | Add +2.6% | 79,573 | $553K |
| Cidel Asset Management Inc. | 0.03% | Add +4.1% | 79,132 | $550K |
| Captrust Financial Advisors | 0.00% | Reduce -5.1% | 78,854 | $548K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 78,806 | $548K |
| Lazard Asset Management LLC | 0.00% | Add +1.7% | 78,690 | $547K |
| Mariner Investment Group LLC | 0.27% | No change | 75,000 | $521K |
| Hancock Whitney Corp. | 0.01% | New | 58,965 | $520K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.8% | 72,531 | $504K |
| Mackenzie Financial Corp. | 0.00% | Reduce -18.4% | 72,263 | $502K |
| American Century Companies Inc. | 0.00% | Reduce -52.7% | 72,243 | $502K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.9% | 71,539 | $497K |
| Unifi Asset Management LP | 0.28% | New | 71,100 | $494K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +250.0% | 70,000 | $487K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.4% | 69,439 | $483K |
| Atria Investments, Inc | 0.01% | Reduce -23.6% | 68,046 | $473K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.0% | 67,374 | $468K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +3.9% | 66,422 | $462K |
| Avior Wealth Management, LLC | 0.01% | Add +8.5% | 66,282 | $461K |
| Compound Planning, Inc. | 0.01% | Add +5.7% | 64,380 | $447K |
| Perigon Wealth Management, LLC | 0.01% | New | 62,855 | $437K |
| Swiss Life Asset Management Ltd | 0.00% | Add +39.7% | 61,989 | $431K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.1% | 61,537 | $428K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +787.3% | 61,531 | $428K |
| Argent Advisors, Inc. | 0.12% | Reduce -20.3% | 61,272 | $426K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.1% | 60,942 | $424K |
| Deseret Mutual Benefit Administrators | 0.14% | Add +109.1% | 60,320 | $419K |
| Axq Capital, LP | 0.05% | Add +114.9% | 59,244 | $412K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -61.7% | 56,870 | $398K |
| Circle Wealth Management, LLC | 0.01% | Add +2.0% | 56,292 | $391K |
| Abel Hall, LLC | 0.08% | Add +1.4% | 55,033 | $382K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.6% | 54,241 | $377K |
| DRW Securities, LLC | 0.02% | New | 53,095 | $369K |
| Corient Private Wealth LP | 0.00% | Reduce -8.7% | 51,838 | $360K |
| CIBC Bancorp USA Inc. | 0.00% | — | 50,989 | $354K |
| Quantitative Investment Management, LLC | 0.04% | Reduce -1.6% | 48,744 | $338K |
| DNB Asset Management AS | 0.00% | Add +286.3% | 47,328 | $329K |
| Profund Advisors LLC | 0.01% | Reduce -43.4% | 46,792 | $325K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 46,487 | $323K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.9% | 46,459 | $323K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -32.5% | 46,011 | $320K |
| Fulton Bank, N.A. | 0.01% | Add +5.0% | 43,660 | $303K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +4.5% | 43,529 | $303K |
| Storebrand Asset Management As | 0.00% | No change | 43,270 | $301K |
| Spire Wealth Management | 0.01% | Reduce -7.8% | 42,852 | $298K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 42,741 | $297K |
| AE Wealth Management LLC | 0.00% | Add +75.4% | 42,423 | $295K |
| Envestnet Asset Management Inc. | 0.00% | Add +34.0% | 41,999 | $292K |
| NorthCoast Asset Management LLC | 0.01% | No change | 41,301 | $287K |
| Jones Financial Companies LLLP | 0.00% | Add +11.5% | 42,888 | $286K |
| Straight Path Wealth Management | 0.07% | No change | 40,000 | $278K |
| M&T Bank Corp | 0.00% | Reduce -2.4% | 39,812 | $277K |
| Guggenheim Capital LLC | 0.00% | Reduce -9.6% | 39,726 | $276K |
| Brooklyn Investment Group | 0.01% | Reduce -34.2% | 39,315 | $273K |
| Rockefeller Capital Management L.P. | 0.00% | Add +50.6% | 38,656 | $269K |
| Vinva Investment Management Ltd | 0.00% | New | 28,459 | $265K |
| Two Sigma Securities, LLC | 0.03% | Add +5.5% | 37,868 | $263K |
| Gsa Capital Partners LLP | 0.02% | New | 37,453 | $260K |
| Revisor Wealth Management LLC | 0.07% | Add +6.0% | 37,395 | $260K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -5.7% | 36,600 | $254K |
| AlphaGrep UK Ltd | 0.07% | New | 36,578 | $254K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.6% | 36,371 | $253K |
| Sage Rhino Capital LLC | 0.05% | Add +0.5% | 36,094 | $251K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -18.4% | 39,248 | $251K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 35,821 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +36.5% | 35,180 | $244K |
| Graham Capital Management, L.P. | 0.01% | Reduce -76.0% | 34,474 | $240K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -2.6% | 34,002 | $236K |
| Advisory Services Network, LLC | 0.00% | Add +2.6% | 33,438 | $232K |
| Praxis Investment Management Inc. | 0.01% | Reduce -3.4% | 33,428 | $232K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -88.6% | 33,071 | $230K |
| Mission Wealth Management, LP | 0.00% | New | 32,532 | $226K |
| World Investment Advisors | 0.00% | Add +154.2% | 32,047 | $223K |
| Segall Bryant & Hamill, LLC | 0.00% | Reduce -0.9% | 31,997 | $222K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.6% | 31,875 | $222K |
| Vident Advisory, LLC | 0.00% | Add +29.0% | 31,621 | $220K |
| Shelton Capital Management | 0.00% | No change | 30,810 | $214K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -51.6% | 30,479 | $212K |
| Strategic Financial Concepts, LLC | 0.05% | New | 30,300 | $211K |
| Bayforest Capital Ltd | 0.24% | Add +7.8% | 30,274 | $210K |
| Bleakley Financial Group, LLC | 0.00% | Add +11.4% | 30,056 | $209K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -6.0% | 30,050 | $209K |
| Blair William & Co. | 0.00% | Reduce -26.5% | 29,246 | $203K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.3% | 29,026 | $202K |
| Southeast Asset Advisors, LLC | 0.02% | Reduce -36.6% | 27,607 | $192K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.8% | 26,865 | $187K |
| Kovack Advisors, Inc. | 0.01% | Reduce -1.9% | 25,681 | $179K |
| Callan Family Office, LLC | 0.00% | Reduce -3.8% | 25,505 | $177K |
| Coldstream Capital Management Inc. | 0.00% | Add +14.5% | 25,061 | $174K |
| Thompson David Blair | 0.10% | No change | 24,383 | $169K |
| Independent Advisor Alliance | 0.00% | Reduce -3.5% | 24,205 | $168K |
| GTS Securities LLC | 0.01% | New | 23,684 | $165K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +4.5% | 23,358 | $162K |
| Benjamin Edwards Inc. | 0.00% | Add +63.3% | 22,817 | $159K |
| Ethic Inc. | 0.00% | Reduce -26.5% | 22,656 | $157K |
| Archer Investment Corp | 0.03% | Add +23157.9% | 22,095 | $154K |
| Keystone Financial Group | 0.01% | Reduce -15.5% | 21,768 | $151K |
| NewEdge Advisors, LLC | 0.00% | Reduce -37.3% | 21,483 | $149K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.6% | 21,340 | $148K |
| Glenmede Trust Co. NA | 0.00% | Reduce -27.2% | 21,219 | $147K |
| PFG Investments, LLC | 0.01% | Reduce -2.5% | 21,150 | $147K |
| Entropy Technologies, LP | 0.01% | New | 21,097 | $147K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.2% | 20,621 | $143K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 20,218 | $141K |
| Beto Financial Group, LLC | 0.08% | No change | 16,480 | $139K |
| Whitebox Advisors LLC | 0.01% | New | 20,000 | $139K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 20,000 | $139K |
| Mutual Advisors, LLC | 0.00% | Add +1.8% | 19,933 | $139K |
| Secure Asset Management, LLC | 0.02% | Add +6.7% | 19,621 | $136K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -6.4% | 19,485 | $135K |
| Verus Capital Partners, LLC | 0.01% | New | 19,370 | $135K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.2% | 18,949 | $134K |
| Ballentine Partners, LLC | 0.00% | Reduce -8.1% | 18,744 | $130K |
| Signaturefd, LLC | 0.00% | Add +2.8% | 18,525 | $129K |
| Ritholtz Wealth Management | 0.00% | Add +1.7% | 18,414 | $128K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +8.0% | 19,889 | $128K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +31.6% | 18,040 | $125K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.3% | 18,015 | $125K |
| Smith Salley Wealth Management | 0.01% | Reduce -0.0% | 17,864 | $124K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.2% | 17,802 | $124K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -0.2% | 17,705 | $123K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +2.9% | 17,613 | $122K |
| Headlands Technologies LLC | 0.01% | New | 17,549 | $122K |
| Gateway Investment Advisers LLC | 0.00% | New | 17,358 | $121K |
| Inscription Capital, LLC | 0.01% | No change | 16,875 | $117K |
| Pacific Sage Partners, LLC | 0.02% | No change | 16,787 | $117K |
| Numerai GP LLC | 0.01% | Reduce -55.8% | 16,485 | $115K |
| Howe & Rusling Inc. | 0.01% | Add +1.3% | 16,454 | $114K |
| Wealthfront Advisers LLC | 0.00% | Add +25.6% | 16,417 | $114K |
| US Bancorp \de | 0.00% | Add +5.8% | 16,377 | $114K |
| First Manhattan Co. Llc. | 0.00% | New | 16,176 | $112K |
| &partners | 0.00% | New | 15,946 | $111K |
| Sowell Financial Services LLC | 0.00% | Add +0.0% | 15,915 | $111K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -6.0% | 12,941 | $110K |
| Sawgrass Asset Management LLC | 0.02% | Reduce -8.8% | 15,446 | $107K |
| Olympiad Research LP | 0.33% | Add +18.0% | 15,416 | $107K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 15,338 | $107K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 15,244 | $106K |
| PDS Planning, Inc | 0.01% | Add +5.0% | 15,023 | $104K |
| GAMMA Investing LLC | 0.00% | Reduce -11.0% | 14,983 | $104K |
| Inceptionr LLC | 0.02% | New | 14,818 | $103K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.0% | 14,498 | $101K |
| Meeder Advisory Services, Inc. | 0.00% | Reduce -5.2% | 14,450 | $100K |
| Vise Technologies, Inc. | 0.00% | No change | 12,780 | $99K |
| Integrated Wealth Concepts LLC | 0.00% | Add +32.4% | 14,189 | $99K |
| bLong Financial, LLC | 0.07% | Reduce -1.0% | 14,029 | $98K |
| Prelude Capital Management, LLC | 0.01% | Add +6.8% | 13,953 | $97K |
| Kingsview Wealth Management, LLC | 0.00% | Add +20.6% | 13,939 | $97K |
| Scientech Research LLC | 0.08% | New | 13,868 | $96K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.4% | 13,821 | $96K |
| Keynote Financial Services LLC | 0.05% | Reduce -8.1% | 13,591 | $94K |
| Wellington Shields & Co., LLC | 0.02% | No change | 13,584 | $94K |
| WealthTrust Axiom LLC | 0.02% | No change | 13,368 | $93K |
| HB Wealth Management, LLC | 0.00% | New | 13,358 | $93K |
| Savvy Advisors, Inc. | 0.00% | New | 13,340 | $93K |
| Invst, LLC | 0.01% | Add +0.8% | 13,255 | $92K |
| TruWealth Advisors, LLC | 0.00% | New | 13,214 | $92K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 13,198 | $92K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.8% | 13,184 | $92K |
| Fortem Financial Group, LLC | 0.02% | Add +4.0% | 13,150 | $91K |
| Cwm, LLC | 0.00% | Add +6.9% | 13,023 | $91K |
| Mirabella Financial Services LLP | 0.01% | Reduce -7.3% | 12,909 | $90K |
| Harvest Management LLC | 0.05% | No change | 12,540 | $87K |
| Citizens Financial Group Inc. | 0.00% | Add +13.6% | 12,174 | $85K |
| Cornerstone Wealth Management, LLC | 0.00% | Reduce -3.2% | 12,091 | $84K |
| Fourpath Capital Management, LLC | 0.01% | No change | 12,005 | $83K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -45.9% | 12,958 | $83K |
| Berger Financial Group, Inc | 0.00% | New | 11,624 | $81K |
| Armstrong, Fleming & Moore, Inc | 0.03% | Add +0.0% | 11,147 | $77K |
| Trust Point Inc. | 0.01% | New | 11,095 | $77K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 11,019 | $77K |
| Brighton Jones LLC | 0.00% | New | 10,804 | $75K |
| Wealth Alliance, LLC | 0.01% | Reduce -34.9% | 10,755 | $75K |
| NorthRock Partners, LLC | 0.00% | Add +0.3% | 10,536 | $73K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 10,459 | $73K |
| SJS Investment Consulting Inc. | 0.01% | Add +0.3% | 10,095 | $70K |
| ASO GROUP Ltd | 0.03% | No change | 10,000 | $70K |
| Centaurus Financial, Inc. | 0.00% | New | 10,024 | $70K |
| Key Capital Management, INC | 0.05% | New | 10,000 | $70K |
| Quantum Private Wealth, LLC | 0.02% | No change | 10,000 | $70K |
| Firestone Capital Management | 0.01% | No change | 10,000 | $70K |
| Allworth Financial LP | 0.00% | Add +10.6% | 9,693 | $67K |
| J. Derek Lewis & Associates Inc. | 0.01% | Reduce -50.0% | 10,000 | $63K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.2% | 8,785 | $61K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8,457 | $59K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 8,373 | $58K |
| Asset Planning,Inc | 0.04% | New | 8,100 | $56K |
| State of Wyoming | 0.01% | Reduce -77.7% | 7,963 | $55K |
| Kemnay Advisory Services Inc. | 0.01% | Add +138.8% | 7,776 | $54K |
| Hantz Financial Services, Inc. | 0.00% | Add +22.1% | 7,600 | $53K |
| Salomon & Ludwin, LLC | 0.00% | No change | 6,878 | $48K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.8% | 6,493 | $45K |
| Orion Capital Management LLC | 0.02% | No change | 6,454 | $45K |
| Trust Co | 0.00% | No change | 5,545 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.7% | 5,413 | $38K |
| UMB Bank, n.a. | 0.00% | Reduce -0.4% | 5,124 | $36K |
| Los Angeles Capital Management LLC | 0.00% | No change | 4,484 | $31K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 4,275 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,000 | $28K |
| Ascentis Independent Advisors | 0.00% | New | 3,940 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +461.2% | 3,816 | $27K |
| CVA Family Office, LLC | 0.00% | Add +3003.8% | 3,290 | $23K |
| International Assets Investment Management, LLC | 0.00% | Reduce -20.3% | 3,091 | $22K |
| True Wealth Design, LLC | 0.01% | New | 3,014 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -1.3% | 2,963 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 2,866 | $20K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -62.7% | 2,682 | $19K |
| Financial Perspectives, Inc | 0.00% | No change | 2,494 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -3.6% | 2,219 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -3.7% | 2,060 | $14K |
| Assetmark, Inc. | 0.00% | Add +1.4% | 2,025 | $14K |
| Sachetta, LLC | 0.01% | No change | 2,000 | $14K |
| Root Financial Partners, LLC | 0.00% | Add +6.3% | 1,975 | $14K |
| Sound Income Strategies, LLC | 0.00% | Reduce -84.0% | 1,906 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,817 | $13K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,721 | $12K |
| Axiom Investment Management LLC | 0.01% | — | 1,700 | $12K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 1,693 | $12K |
| Rakuten Securities, Inc. | 0.00% | Reduce -81.7% | 1,574 | $11K |
| National Bank of Canada | 0.00% | Reduce -9.8% | 1,496 | $10K |
| Basepoint Wealth LLC | 0.01% | No change | 1,479 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.9% | 1,213 | $8K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 1,156 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +37.3% | 1,145 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -13.2% | 1,128 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.3% | 1,087 | $8K |
| Longview Financial Advisors, Inc. | 0.00% | New | 1,050 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $7K |
| Covestor Ltd | 0.00% | Reduce -60.6% | 1,035 | $7K |
| Richardson Capital Management LLC | 0.00% | No change | 1,000 | $7K |
| Founders Capital Management | 0.00% | No change | 1,000 | $7K |
| SWAN Capital LLC | 0.00% | No change | 1,000 | $7K |
| Ancora Advisors LLC | 0.00% | Reduce -5.7% | 1,000 | $7K |
| First Pacific Financial | 0.00% | No change | 978 | $7K |
| Arax Advisory Partners | 0.00% | Reduce -40.4% | 912 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +251.2% | 885 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 860 | $6K |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 834 | $6K |
| MAI Capital Management | 0.00% | Reduce -41.6% | 799 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 793 | $6K |
| Huntington National Bank | 0.00% | Add +10.0% | 724 | $5K |
| SHP Wealth Management | 0.00% | No change | 723 | $5K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $5K |
| IFP Advisors, Inc | 0.00% | Add +178.9% | 714 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 700 | $5K |
| Danske Bank A/S | 0.00% | Reduce -93.5% | 700 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 683 | $5K |
| Quent Capital, LLC | 0.00% | No change | 661 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -3.6% | 635 | $4K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 600 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +33.8% | 594 | $4K |
| Bayban | 0.00% | No change | 581 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 572 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +25.8% | 566 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 530 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 516 | $4K |
| Bullock Wealth Management Group | 0.00% | No change | 503 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 500 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 500 | $3K |
| Adirondack Trust Co. | 0.00% | No change | 500 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $3K |
| Bokf, NA | 0.00% | New | 450 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 443 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 418 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.5% | 398 | $3K |
| PFS Partners, LLC | 0.00% | No change | 375 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 379 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 363 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 355 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -72.6% | 349 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 340 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 356 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 323 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 321 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Add +23.3% | 312 | $2K |
| Twin Tree Management, LP | 0.00% | Reduce -97.0% | 304 | $2K |
| AXS Investments LLC | 0.00% | Reduce -35.2% | 302 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 369 | $2K |
| Avion Wealth | 0.00% | No change | 317 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 276 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -55.6% | 268 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 264 | $2K |
| Triumph Capital Management | 0.00% | No change | 254 | $2K |
| Main Street Group, LTD | 0.00% | New | 242 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 241 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 233 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 233 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -13.7% | 226 | $2K |
| Torren Management, LLC | 0.00% | No change | 222 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 211 | $1K |
| Manchester Capital Management LLC | 0.00% | Add +318.8% | 201 | $1K |
| NFSG Corp | 0.00% | Reduce -59.3% | 200 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 200 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 198 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -5.2% | 183 | $1K |
| Parvin Asset Management, LLC | 0.00% | No change | 175 | $1K |
| Scarborough Advisors, LLC | 0.00% | New | 170 | $1K |
| Alerus Financial NA | 0.00% | No change | 169 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -13.4% | 161 | $1K |
| Ankerstar Wealth, LLC | 0.00% | Add +2.6% | 159 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 155 | $1K |
| St Germain D J Co. Inc. | 0.00% | Reduce -0.7% | 153 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 150 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 148 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | Add +93.3% | 145 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +164.8% | 143 | $993 |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $938 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +27.3% | 126 | $876 |
| United Community Bank | 0.00% | No change | 126 | $876 |
| Kelleher Financial Advisors | 0.00% | New | 200 | $876 |
| Lanark Financial, Inc. | 0.00% | No change | 125 | $868 |
| Quarry LP | 0.00% | Reduce -91.2% | 124 | $862 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 120 | $834 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $816 |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 117 | $813 |
| Destiny Wealth Partners, LLC | 0.00% | New | 109 | $758 |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -71.4% | 100 | $695 |
| Synergy Investment Management, LLC | 0.00% | New | 100 | $695 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $695 |
| Rossby Financial, LCC | 0.00% | New | 98 | $693 |
| Barrett & Company, Inc. | 0.00% | Reduce -32.9% | 98 | $679 |
| First Command Advisory Services, Inc. | 0.00% | No change | 97 | $674 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +6.7% | 95 | $661 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 94 | $654 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 92 | $639 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 87 | $605 |
| JNBA Financial Advisors | 0.00% | No change | 87 | $605 |
| TD Capital Management LLC | 0.00% | No change | 84 | $580 |
| Pflug Koory, LLC | 0.00% | No change | 74 | $514 |
| Caitlin John, LLC | 0.00% | No change | 71 | $493 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $466 |
| IAG Wealth Partners, LLC | 0.00% | No change | 65 | $452 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -88.7% | 62 | $431 |
| Atlantic Union Bankshares Corp | 0.00% | Add +195.2% | 62 | $430 |
| ESL Trust Services, LLC | 0.00% | No change | 58 | $403 |
| HFM Investment Advisors, LLC | 0.00% | Add +43.6% | 56 | $389 |
| Dogwood Wealth Management LLC | 0.00% | No change | 55 | $382 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $370 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 53 | $368 |
| Whittier Trust Co. | 0.00% | No change | 55 | $365 |
| Raffa Wealth Management, LLC | 0.00% | Add +8.5% | 51 | $354 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 49 | $341 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 47 | $327 |
| Kingdom Financial Group LLC. | 0.00% | New | 47 | $327 |
| Financial Consulate, Inc. | 0.00% | No change | 47 | $327 |
| TD Private Client Wealth LLC | 0.00% | Reduce -62.5% | 45 | $313 |
| Essential Partners LLC | 0.00% | Reduce -57.8% | 43 | $299 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $292 |
| Country Trust Bank | 0.00% | No change | 41 | $285 |
| LRI Investments, LLC | 0.00% | Reduce -58.2% | 41 | $285 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $264 |
| Kimelman & Baird, LLC | 0.00% | No change | 34 | $237 |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 34 | $236 |
| Gables Capital Management Inc. | 0.00% | No change | 34 | $236 |
| Abound Wealth Management | 0.00% | Reduce -31.3% | 33 | $230 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 33 | $229 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 32 | $223 |
| Financial Life Planners | 0.00% | New | 29 | $202 |
| CNB Bank | 0.00% | No change | 29 | $202 |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -19.4% | 29 | $202 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 29 | $202 |
| Community Financial Services Group, LLC | 0.00% | New | 28 | $198 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $180 |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $173 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 22 | $151 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $146 |
| Vision Retirement, LLC | 0.00% | New | 21 | $146 |
| Mather Group, Llc. | 0.00% | New | 20 | $139 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $126 |
| Hollencrest Capital Management | 0.00% | New | 10 | $117 |
| Ares Financial Consulting, LLC | 0.00% | No change | 16 | $113 |
| Benson Wealth Management INC | 0.00% | New | 16 | $111 |
| Cheviot Value Management, LLC | 0.00% | No change | 16 | $111 |
| Key Financial Inc | 0.00% | No change | 16 | $111 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $111 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 10 | $96 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 14 | $95 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $84 |
| Clear Street Group Inc. | 0.00% | No change | 12 | $83 |
| Trust Co. of Toledo NA | 0.00% | No change | 11 | $76 |
| United Financial Planning Group LLC | 0.00% | Reduce -52.4% | 10 | $70 |
| Hoey Investments, Inc. | 0.00% | No change | 9 | $63 |
| West Financial Advisors, LLC | 0.00% | No change | 9 | $63 |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 9 | $63 |
| Midwest Capital Advisors, LLC | 0.00% | New | 8 | $56 |
| Dorato Capital Management | 0.00% | No change | 7 | $50 |
| Curio Wealth, LLC | 0.00% | New | 7 | $49 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 6 | $42 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -71.4% | 4 | $37 |
| Nvwm, LLC | 0.00% | No change | 5 | $35 |
| Bfsg, LLC | 0.00% | No change | 5 | $35 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $34 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $28 |
| Breakwater Investment Management | 0.00% | No change | 3 | $21 |
| Hager Investment Management Services, LLC | 0.00% | No change | 2 | $14 |
| Salem Investment Counselors Inc. | 0.00% | New | 1 | $7 |
| Pittenger & Anderson Inc. | 0.00% | New | 1 | $7 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $7 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1 | $4 |
| Pacer Advisors, Inc. | 0.00% | No change | 1 | $0 |
| 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.