Lumen TechnologiesLUMN
13F holders, Q2 2026 (June 30)624holders +26
79new positions
55sold out
8famous investors
$7.68avg. 13F price*
At the end of Q2 2026, 624 institutions reported holding Lumen Technologies Inc. (LUMN) in their 13F filings, up 26 from Q1 2026. 79 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Portfolio Management LLC ($472.1M) and State Street Corp. ($368.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Lumen Technologies Inc.
- CUSIP
- 550241103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $137.2M |
| Exits | 55 | $55.4M |
All 13F filers, Q1 2026 → Q2 2026: 76,269,510 shares bought and 69,071,737 shares sold, net +7,197,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 624 holders
| BlackRock, Inc. | 0.02% | Add +3.5% | 142,261,845 | $1.1B |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -1.0% | 61,471,506 | $472.1M |
| State Street Corp. | 0.01% | Add +4.3% | 48,003,189 | $368.7M |
| FMR LLC | 0.02% | Add +44.3% | 45,326,716 | $348.1M |
| Vanguard Capital Management LLC | 0.01% | Add +1.0% | 42,038,158 | $322.9M |
| Geode Capital Management, LLC | 0.01% | Add +8.6% | 24,824,381 | $191.1M |
| D. E. Shaw & Co. | 0.09% | Add +16.4% | 17,493,715 | $134.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -24.7% | 16,979,054 | $130.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -7.0% | 15,969,245 | $122.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.6% | 14,609,695 | $112.2M |
| Front Street Capital Management, Inc. | 10.61% | New | 12,171,321 | $93.5M |
| Morgan Stanley | 0.00% | Add +1.1% | 12,022,512 | $92.3M |
| Norges Bank | 0.01% | — | 11,331,679 | $87.0M |
| Northern Trust Corp. | 0.01% | Add +5.2% | 11,152,073 | $85.6M |
| Bank of New York Mellon Corp | 0.01% | Add +87.2% | 10,489,367 | $80.6M |
| First Trust Advisors LP | 0.05% | Reduce -20.6% | 10,142,312 | $77.9M |
| Allianz Asset Management GmbH | 0.07% | Add +18.7% | 10,074,316 | $77.4M |
| Invesco Ltd. | 0.01% | Add +7.2% | 9,819,582 | $75.4M |
| HSBC Holdings PLC | 0.04% | Add +10.5% | 9,685,625 | $74.2M |
| Renaissance Technologies | 0.10% | Reduce -5.7% | 9,170,870 | $70.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -61.6% | 8,622,421 | $69.0M |
| CapWealth Advisors, LLC | 4.43% | Add +1.6% | 7,121,417 | $54.7M |
| Nuveen, LLC | 0.01% | Add +28.4% | 6,873,814 | $52.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -3.6% | 6,279,551 | $48.2M |
| Curi Capital, LLC | 0.70% | Add +0.0% | 5,872,238 | $45.1M |
| Two Sigma Investments, LP | 0.03% | Reduce -5.8% | 5,502,721 | $42.3M |
| Vaughan Nelson Investment Management, L.P. | 0.37% | Add +3.3% | 5,474,299 | $42.0M |
| Gendell Jeffrey L | 0.35% | Add +4.7% | 4,986,216 | $38.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -39.9% | 4,777,625 | $36.7M |
| Victory Capital Management Inc. | 0.02% | Add +3061.9% | 4,768,913 | $36.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.7% | 4,581,685 | $35.2M |
| Public Sector Pension Investment Board | 0.09% | Add +20.2% | 4,477,167 | $34.4M |
| BNP Paribas Financial Markets | 0.02% | Add +194.4% | 4,257,839 | $32.7M |
| LM Asset Management Inc. | 22.34% | Reduce -15.2% | 4,202,000 | $32.3M |
| Bank of America Corp. | 0.00% | Add +18.0% | 3,551,176 | $27.3M |
| UBS Group AG | 0.00% | Reduce -25.6% | 3,237,874 | $24.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Reduce -23.6% | 3,224,852 | $24.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.6% | 3,163,211 | $24.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +37.7% | 3,062,617 | $23.5M |
| Marshall Wace, LLP | 0.02% | Add +166.9% | 2,885,264 | $22.2M |
| Penn Capital Management Company, LLC | 1.24% | Reduce -5.9% | 2,547,003 | $19.6M |
| Voleon Capital Management LP | 0.35% | Add +57.6% | 2,524,841 | $19.4M |
| Legal & General Group Plc | 0.00% | Reduce -3.9% | 2,414,163 | $18.5M |
| Rhumbline Advisers | 0.01% | Reduce -7.8% | 2,408,555 | $18.5M |
| Van Den Berg Management I, Inc. | 3.87% | Reduce -1.8% | 2,383,170 | $18.3M |
| Federated Hermes, Inc. | 0.03% | Reduce -19.4% | 2,320,790 | $17.8M |
| Swiss National Bank | 0.01% | Reduce -0.9% | 1,911,600 | $14.7M |
| Bessemer Group Inc. | 0.02% | Add +211.7% | 1,892,902 | $14.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.5% | 1,890,521 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.7% | 1,842,798 | $14.2M |
| Deutsche Bank AG | 0.00% | Add +8.7% | 1,819,389 | $14.0M |
| Citigroup Inc. | 0.01% | Reduce -40.2% | 1,753,677 | $13.5M |
| Citadel Advisors | 0.01% | Reduce -32.4% | 1,705,319 | $13.1M |
| Susquehanna International Group, LLP | 0.01% | Add +237.0% | 1,664,844 | $12.8M |
| California Public Employees Retirement System | 0.01% | Add +0.5% | 1,556,841 | $12.0M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 1,513,074 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +88.3% | 1,443,573 | $11.1M |
| Westerly Capital Management, LLC | 1.98% | Reduce -36.4% | 1,400,000 | $10.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.8% | 1,340,394 | $10.3M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -0.9% | 1,327,331 | $10.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +50.1% | 1,299,042 | $10.0M |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 1,235,795 | $9.5M |
| Jupiter Topco LLC | 0.00% | — | 1,225,077 | $9.4M |
| Algert Global LLC | 0.11% | Add +61.0% | 1,179,678 | $9.1M |
| Alliancebernstein L.P. | 0.00% | Add +4.9% | 1,249,076 | $8.7M |
| Millennium Management | 0.01% | Reduce -75.5% | 1,118,576 | $8.6M |
| California State Teachers Retirement System | 0.01% | Reduce -2.4% | 1,103,222 | $8.5M |
| Natixis Advisors, LLC | 0.01% | Add +3.1% | 1,094,234 | $8.4M |
| Prudential Financial Inc. | 0.01% | Reduce -6.2% | 1,078,126 | $8.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -8.1% | 1,075,012 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +137.7% | 1,010,864 | $7.8M |
| Congress Asset Management Co. | 0.05% | Add +131.3% | 982,011 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +5.5% | 913,733 | $7.0M |
| Intech Investment Management LLC | 0.06% | Reduce -21.1% | 894,122 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | New | 882,151 | $6.8M |
| Summit Financial, LLC | 0.07% | Add +0.7% | 856,105 | $6.6M |
| Voya Investment Management LLC | 0.01% | Reduce -38.6% | 815,723 | $6.3M |
| Man Group plc | 0.01% | Add +588.1% | 790,988 | $6.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.5% | 767,958 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +19.7% | 755,840 | $5.8M |
| Franklin Resources Inc. | 0.00% | Reduce -11.7% | 655,888 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 646,838 | $5.0M |
| Edgestream Partners, L.P. | 0.14% | Add +64.9% | 624,213 | $4.8M |
| Lee Danner & Bass Inc. | 0.27% | Reduce -0.1% | 601,690 | $4.6M |
| Arkadios Wealth Advisors | 0.07% | Reduce -7.9% | 570,390 | $4.4M |
| MetLife Investment Management, LLC | 0.02% | Add +9.8% | 565,467 | $4.3M |
| Brigade Capital Management, LP | 4.90% | Reduce -70.3% | 550,000 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.8% | 518,237 | $4.0M |
| Creative Planning | 0.00% | Add +21.9% | 514,177 | $3.9M |
| State of Wisconsin Investment Board | 0.01% | Add +17.0% | 506,715 | $3.9M |
| Hillsdale Investment Management Inc. | 0.09% | New | 505,900 | $3.9M |
| Lonestar Capital Management LLC | 2.47% | Add +17.6% | 500,000 | $3.8M |
| Plustick Management LLC | 1.63% | Add +25.0% | 500,000 | $3.8M |
| WINTON GROUP Ltd | 0.12% | New | 484,380 | $3.7M |
| Group One Trading LLC | 0.11% | Reduce -14.1% | 474,565 | $3.6M |
| Soviero Asset Management, LP | 1.68% | Reduce -10.0% | 450,000 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.3% | 449,499 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.2% | 448,073 | $3.4M |
| Hilton Capital Management, LLC | 0.23% | Add +5.4% | 441,795 | $3.4M |
| JT Stratford LLC | 0.36% | Add +3.6% | 427,790 | $3.3M |
| Sei Investments Co. | 0.00% | Add +19.8% | 425,116 | $3.3M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.7% | 415,400 | $3.2M |
| Choreo, LLC | 0.03% | Add +0.4% | 392,734 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.8% | 372,230 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.6% | 365,914 | $2.8M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -16.2% | 365,379 | $2.8M |
| XTX Topco Ltd | 0.04% | Reduce -2.5% | 359,835 | $2.8M |
| AQR Capital Management | 0.00% | Add +54.8% | 359,451 | $2.8M |
| Tidal Investments LLC | 0.01% | Reduce -0.3% | 358,157 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.9% | 355,765 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +60.2% | 351,937 | $2.7M |
| Mariner, LLC | 0.00% | Add +0.3% | 350,640 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -30.6% | 347,913 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Add +21.4% | 341,606 | $2.6M |
| Sora Investors LLC | 0.20% | New | 336,666 | $2.6M |
| Sentinel Dome Partners, LLC | 3.85% | Add +9.9% | 332,816 | $2.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -4.2% | 327,200 | $2.5M |
| Miller Capital Partners, Inc. | 0.98% | Add +22.4% | 323,537 | $2.5M |
| Barclays PLC | 0.00% | Reduce -97.2% | 321,656 | $2.5M |
| Mraz, Amerine & Associates, Inc. | 0.35% | Reduce -0.2% | 320,894 | $2.5M |
| Acadian Asset Management LLC | 0.00% | Add +89.7% | 321,433 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.0% | 319,420 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.1% | 315,379 | $2.4M |
| Havemeyer Place LP | 0.24% | Reduce -38.0% | 313,049 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Add +331.0% | 311,429 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | Add +14.1% | 307,500 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +9.1% | 286,995 | $2.2M |
| October Effect Ltd | 2.00% | Add +68.5% | 276,259 | $2.1M |
| Credit Capital Investments LLC | 1.21% | Add +0.7% | 274,980 | $2.1M |
| Capital Fund Management S.A. | 0.01% | Add +235.3% | 273,507 | $2.1M |
| Engineers Gate Manager LP | 0.03% | Reduce -8.0% | 269,650 | $2.1M |
| Focus Partners Wealth | 0.00% | Reduce -7.9% | 264,642 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.8% | 262,872 | $2.0M |
| McAdam, LLC | 0.08% | Reduce -0.0% | 261,162 | $2.0M |
| Tudor Investment Corporation | 0.01% | Reduce -89.4% | 256,676 | $2.0M |
| Amalgamated Bank | 0.01% | Reduce -5.8% | 255,305 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 253,799 | $1.9M |
| Capitolis Liquid Global Markets LLC | 0.01% | No change | 250,000 | $1.9M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 247,705 | $1.9M |
| Caxton Associates LLP | 0.04% | New | 246,941 | $1.9M |
| VARCOV Co. | 0.69% | New | 237,007 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 235,300 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 234,403 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.7% | 224,776 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -5.3% | 223,357 | $1.7M |
| Amundi | 0.00% | Reduce -17.0% | 217,993 | $1.7M |
| Fifth Third Bancorp | 0.00% | Reduce -2.9% | 217,733 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | No change | 214,500 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.8% | 214,079 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +14.4% | 206,116 | $1.6M |
| Boothbay Fund Management, LLC | 0.03% | Add +37.9% | 201,262 | $1.5M |
| Clayton Partners LLC | 1.01% | Reduce -24.5% | 200,000 | $1.5M |
| MRP Capital Investments, LLC | 1.13% | Add +0.5% | 199,100 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 198,680 | $1.5M |
| Gotham Asset Management | 0.00% | New | 193,500 | $1.5M |
| Capstone Financial Advisors, Inc. | 0.07% | No change | 180,286 | $1.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.48% | Add +1.0% | 177,950 | $1.4M |
| Jump Financial, LLC | 0.01% | Reduce -79.9% | 176,857 | $1.4M |
| Mariner Investment Group LLC | 0.50% | Add +133.3% | 175,000 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 173,345 | $1.3M |
| STRS Ohio | 0.00% | Add +48.9% | 168,500 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.1% | 167,252 | $1.3M |
| Bank of Montreal | 0.00% | Add +3.5% | 165,633 | $1.3M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -34.9% | 161,144 | $1.2M |
| Gateway Investment Advisers LLC | 0.01% | Add +810.5% | 158,053 | $1.2M |
| Entropy Technologies, LP | 0.05% | Add +622.5% | 152,437 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.8% | 149,340 | $1.1M |
| Massachusetts Financial Services Co. | 0.00% | Add +47.9% | 148,879 | $1.1M |
| BSW Wealth Partners | 0.13% | Add +8.1% | 147,078 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.26% | New | 147,000 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -4.9% | 145,418 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +36.8% | 142,133 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +7.6% | 138,687 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +0.2% | 137,865 | $1.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -81.6% | 137,269 | $1.1M |
| Allstate Corp. | 0.01% | Add +1.3% | 130,269 | $1.0M |
| IMC-Chicago, LLC | 0.01% | Reduce -36.4% | 128,915 | $990K |
| Steel Grove Capital Advisors, LLC | 0.09% | Reduce -0.2% | 127,552 | $980K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.2% | 126,958 | $975K |
| Madison Asset Management, LLC | 0.01% | No change | 124,000 | $952K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.5% | 122,070 | $937K |
| Highbridge Capital Management LLC | 0.06% | Add +11.4% | 117,000 | $931K |
| Zacks Investment Management | 0.01% | New | 117,382 | $901K |
| Perigon Wealth Management, LLC | 0.01% | Add +85.3% | 116,479 | $895K |
| Walleye Trading LLC | 0.01% | Reduce -41.9% | 111,076 | $853K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.5% | 108,566 | $834K |
| American Century Companies Inc. | 0.00% | Add +45.9% | 105,373 | $809K |
| Quantbot Technologies LP | 0.03% | Reduce -1.5% | 105,183 | $808K |
| GFS Advisors, LLC | 0.09% | New | 550 | $805K |
| Fox Run Management, L.L.C. | 0.13% | Add +166.8% | 104,732 | $804K |
| Argent Trust Co | 0.02% | Reduce -8.8% | 104,223 | $800K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 99,547 | $765K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.6% | 99,242 | $762K |
| SG Americas Securities, LLC | 0.00% | Reduce -91.9% | 99,094 | $761K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +48.3% | 98,472 | $756K |
| Aquatic Capital Management LLC | 0.03% | Reduce -86.4% | 98,364 | $755K |
| Neuberger Berman Group LLC | 0.00% | Add +10.6% | 96,123 | $738K |
| Xponance LLC | 0.00% | Add +7.8% | 95,848 | $736K |
| Lazard Asset Management LLC | 0.00% | Add +19.4% | 93,997 | $722K |
| Stifel Financial Corp. | 0.00% | Add +3.8% | 88,795 | $682K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +12.1% | 88,310 | $678K |
| Two Sigma Securities, LLC | 0.06% | Add +132.5% | 88,045 | $676K |
| Jefferies Financial Group Inc. | 0.01% | New | 83,273 | $640K |
| Counterpoint Mutual Funds LLC | 0.06% | Reduce -36.1% | 83,094 | $638K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -9.6% | 82,604 | $634K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -47.0% | 80,807 | $621K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 80,227 | $616K |
| Evergreen Capital Management LLC | 0.01% | Add +0.0% | 79,608 | $611K |
| AlphaGrep UK Ltd | 0.19% | Add +116.9% | 79,324 | $609K |
| Hancock Whitney Corp. | 0.01% | Add +31.2% | 77,353 | $594K |
| Simplex Trading, LLC | 0.02% | New | 76,474 | $587K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -10.9% | 75,213 | $582K |
| Atria Investments, Inc | 0.01% | Add +9.4% | 74,432 | $572K |
| New Age Alpha Advisors, LLC | 0.02% | New | 73,077 | $561K |
| Aristeia Capital, L.L.C. | 0.02% | Reduce -29.8% | 70,626 | $542K |
| Captrust Financial Advisors | 0.00% | Reduce -13.3% | 68,383 | $525K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 68,365 | $525K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.0% | 67,370 | $517K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.4% | 67,348 | $517K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.0% | 66,271 | $509K |
| Old West Investment Management, LLC | 0.05% | New | 65,735 | $505K |
| Envestnet Asset Management Inc. | 0.00% | Add +55.4% | 65,258 | $501K |
| Compound Planning, Inc. | 0.01% | Add +0.6% | 64,746 | $497K |
| CIBC Asset Management Inc | 0.00% | Reduce -12.1% | 63,723 | $489K |
| &partners | 0.00% | Add +299.3% | 63,679 | $489K |
| Guggenheim Capital LLC | 0.00% | Add +60.0% | 63,560 | $488K |
| Jones Financial Companies LLLP | 0.00% | Add +38.9% | 59,589 | $481K |
| Cidel Asset Management Inc. | 0.02% | Reduce -22.1% | 61,644 | $473K |
| Argent Advisors, Inc. | 0.12% | No change | 61,272 | $471K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 60,942 | $468K |
| Teacher Retirement System of Texas | 0.00% | Add +310.0% | 59,445 | $457K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.2% | 67,777 | $456K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -6.4% | 58,045 | $446K |
| CIBC Bancorp USA Inc. | 0.00% | Add +11.8% | 56,980 | $438K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.2% | 55,249 | $424K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -21.4% | 55,000 | $422K |
| Empowered Funds, LLC | 0.00% | Reduce -59.3% | 54,157 | $416K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 54,041 | $415K |
| Deseret Mutual Benefit Administrators | 0.13% | Reduce -11.1% | 53,617 | $412K |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.1% | 51,472 | $395K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -81.2% | 50,700 | $389K |
| Fulton Bank, N.A. | 0.01% | Add +13.3% | 49,485 | $380K |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 49,100 | $377K |
| Bridgewater Associates | 0.00% | Reduce -64.5% | 48,934 | $376K |
| Profund Advisors LLC | 0.01% | Add +4.5% | 48,878 | $375K |
| Nisa Investment Advisors, LLC | 0.00% | Add +13.3% | 48,409 | $372K |
| Abel Hall, LLC | 0.06% | Reduce -12.8% | 47,963 | $368K |
| DNB Asset Management AS | 0.00% | No change | 47,328 | $363K |
| Spire Wealth Management | 0.01% | Add +9.3% | 46,852 | $360K |
| Revisor Wealth Management LLC | 0.09% | Add +23.5% | 46,186 | $355K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -1.6% | 45,260 | $348K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.8% | 44,693 | $343K |
| AE Wealth Management LLC | 0.00% | Add +4.6% | 44,369 | $341K |
| M&T Bank Corp | 0.00% | Add +9.6% | 43,642 | $335K |
| Bridgefront Capital, LLC | 0.09% | Reduce -55.5% | 43,662 | $335K |
| Storebrand Asset Management As | 0.00% | No change | 43,270 | $332K |
| Fulcrum Asset Management LLP | 0.03% | New | 41,360 | $329K |
| GK Wealth Management LLC | 0.20% | New | 42,647 | $328K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -3.1% | 42,157 | $324K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.4% | 40,722 | $313K |
| Straight Path Wealth Management | 0.07% | No change | 40,000 | $307K |
| Assenagon Asset Management S.A. | 0.00% | New | 39,705 | $305K |
| Graham Capital Management, L.P. | 0.01% | Add +14.9% | 39,599 | $304K |
| Headlands Technologies LLC | 0.03% | Add +123.6% | 39,246 | $301K |
| Mission Wealth Management, LP | 0.00% | Add +14.1% | 37,132 | $285K |
| J. Derek Lewis & Associates Inc. | 0.05% | Add +264.0% | 36,399 | $280K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.2% | 36,320 | $279K |
| Advisory Services Network, LLC | 0.00% | Add +7.7% | 36,016 | $277K |
| Mercer Global Advisors Inc. | 0.00% | Add +18.0% | 35,953 | $276K |
| Sage Rhino Capital LLC | 0.05% | Reduce -0.7% | 35,845 | $275K |
| Legacy Advisors, LLC | 0.03% | New | 35,400 | $272K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 35,254 | $271K |
| Praxis Investment Management Inc. | 0.01% | No change | 33,428 | $257K |
| Jain Global LLC | 0.00% | New | 32,795 | $252K |
| Vident Advisory, LLC | 0.00% | Add +1.6% | 32,122 | $247K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.4% | 32,006 | $246K |
| KBC Group NV | 0.00% | Reduce -69.6% | 31,431 | $241K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -65.4% | 30,688 | $236K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 32,088 | $229K |
| Blair William & Co. | 0.00% | Add +1.2% | 29,596 | $227K |
| Ballentine Partners, LLC | 0.00% | Add +57.7% | 29,557 | $227K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -3.4% | 29,270 | $225K |
| Wolff Wiese Magana LLC | 0.10% | New | 28,767 | $221K |
| Sawgrass Asset Management LLC | 0.03% | Add +85.6% | 28,674 | $220K |
| Wealthfront Advisers LLC | 0.00% | Add +72.5% | 28,326 | $218K |
| Bleakley Financial Group, LLC | 0.00% | Reduce -7.0% | 27,952 | $215K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.3% | 27,775 | $213K |
| Bayforest Capital Ltd | 0.19% | Reduce -11.8% | 26,698 | $205K |
| Shelton Capital Management | 0.00% | Reduce -14.8% | 26,251 | $202K |
| Callan Family Office, LLC | 0.00% | Add +2.8% | 26,213 | $201K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +9657.1% | 26,149 | $201K |
| Archer Investment Corp | 0.04% | Add +18.1% | 26,095 | $200K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.7% | 24,889 | $191K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +20.0% | 23,859 | $190K |
| Nykredit A/S | 0.00% | — | 24,711 | $190K |
| Ethic Inc. | 0.00% | Add +8.3% | 24,538 | $188K |
| Benjamin Edwards Inc. | 0.00% | Add +6.3% | 24,265 | $186K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.4% | 24,228 | $186K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.9% | 24,204 | $186K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +2.2% | 23,882 | $183K |
| Worth Venture Partners, LLC | 0.90% | New | 23,450 | $180K |
| Garden State Investment Advisory Services LLC | 0.04% | Reduce -22.5% | 23,300 | $179K |
| Southeast Asset Advisors, LLC | 0.02% | Reduce -15.7% | 23,262 | $179K |
| Asempa Wealth Advisors | 0.14% | New | 23,207 | $178K |
| First Manhattan Co. Llc. | 0.00% | Add +43.3% | 23,176 | $178K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +49.4% | 22,776 | $175K |
| Truist Financial Corp. | 0.00% | Add +12.2% | 22,690 | $174K |
| Kovack Advisors, Inc. | 0.01% | Reduce -13.2% | 22,304 | $171K |
| Polymer Capital Management (US) LLC | 0.03% | New | 22,174 | $170K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.2% | 21,636 | $167K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.8% | 21,621 | $166K |
| Dark Forest Capital Management LP | 0.01% | New | 21,554 | $166K |
| Independent Advisor Alliance | 0.00% | Reduce -11.2% | 21,491 | $165K |
| Walleye Capital LLC | 0.00% | Reduce -95.1% | 21,277 | $163K |
| GAMMA Investing LLC | 0.01% | Add +40.0% | 20,980 | $161K |
| Lighthouse Investment Partners, LLC | 0.00% | Reduce -79.5% | 20,330 | $156K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.0% | 20,049 | $154K |
| J. Safra Sarasin Holding AG | 0.00% | New | 20,036 | $154K |
| Highline Wealth Partners LLC | 0.03% | New | 20,000 | $154K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 20,000 | $154K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.7% | 19,611 | $151K |
| Mutual Advisors, LLC | 0.00% | Reduce -1.9% | 19,552 | $150K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -47.8% | 19,100 | $147K |
| Verus Capital Partners, LLC | 0.01% | Reduce -1.9% | 19,000 | $146K |
| Vinva Investment Management Ltd | 0.00% | Reduce -55.8% | 12,586 | $146K |
| Ritholtz Wealth Management | 0.00% | Add +2.6% | 18,895 | $145K |
| Glenmede Trust Co. NA | 0.00% | Reduce -11.2% | 18,835 | $145K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.2% | 18,435 | $142K |
| Signaturefd, LLC | 0.00% | Reduce -1.1% | 18,325 | $141K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 18,002 | $138K |
| Smith Salley Wealth Management | 0.01% | No change | 17,864 | $137K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -0.2% | 17,664 | $136K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,613 | $135K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +14.5% | 17,566 | $135K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 17,314 | $133K |
| Waverly Advisors, LLC | 0.00% | New | 17,185 | $132K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.1% | 17,080 | $131K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -13.8% | 16,787 | $129K |
| Lido Advisors, LLC | 0.00% | New | 16,435 | $126K |
| Inscription Capital, LLC | 0.01% | Reduce -3.2% | 16,335 | $125K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 16,144 | $124K |
| World Investment Advisors | 0.00% | Reduce -50.3% | 15,935 | $120K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 15,584 | $120K |
| HB Wealth Management, LLC | 0.00% | Add +15.8% | 15,472 | $119K |
| Requisite Capital Management, LLC | 0.02% | New | 15,200 | $117K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.0% | 15,148 | $116K |
| Pacific Sage Partners, LLC | 0.02% | Reduce -11.5% | 14,849 | $114K |
| Savvy Advisors, Inc. | 0.00% | Add +9.6% | 14,617 | $112K |
| Cibc World Market Inc. | 0.00% | New | 14,171 | $109K |
| PDS Planning, Inc | 0.01% | Reduce -6.0% | 14,124 | $108K |
| Trust Point Inc. | 0.01% | Add +26.0% | 13,978 | $107K |
| bLong Financial, LLC | 0.07% | Reduce -1.0% | 13,886 | $107K |
| Capital Investment Advisors, LLC | 0.00% | No change | 13,821 | $106K |
| Meeder Advisory Services, Inc. | 0.00% | Reduce -4.4% | 13,811 | $106K |
| Beto Financial Group, LLC | 0.06% | No change | 16,480 | $105K |
| DRW Securities, LLC | 0.01% | Reduce -74.3% | 13,666 | $105K |
| Wellington Shields & Co., LLC | 0.02% | No change | 13,584 | $104K |
| Berger Financial Group, Inc | 0.01% | Add +16.2% | 13,504 | $104K |
| Smartleaf Asset Management LLC | 0.00% | No change | 12,958 | $103K |
| Keynote Financial Services LLC | 0.05% | Reduce -1.4% | 13,406 | $103K |
| WealthTrust Axiom LLC | 0.02% | No change | 13,368 | $103K |
| Invst, LLC | 0.01% | No change | 13,255 | $102K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.3% | 13,205 | $101K |
| Alta Wealth Advisors LLC | 0.03% | New | 13,067 | $100K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,845 | $99K |
| PFG Investments, LLC | 0.00% | Reduce -40.3% | 12,634 | $97K |
| Harvest Management LLC | 0.04% | No change | 12,540 | $96K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -5.7% | 12,440 | $96K |
| Fourpath Capital Management, LLC | 0.01% | No change | 12,005 | $92K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.03% | New | 11,942 | $92K |
| Howe & Rusling Inc. | 0.01% | Reduce -27.6% | 11,910 | $91K |
| Olympiad Research LP | 0.19% | Reduce -22.8% | 11,909 | $91K |
| Prelude Capital Management, LLC | 0.01% | Reduce -14.7% | 11,906 | $91K |
| Keystone Financial Group | 0.01% | Reduce -45.9% | 11,768 | $90K |
| Brighton Jones LLC | 0.00% | Add +8.0% | 11,673 | $90K |
| Spurstone Advisory Services, LLC | 1.22% | New | 12,470 | $89K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.3% | 11,295 | $87K |
| Armstrong, Fleming & Moore, Inc | 0.03% | No change | 11,147 | $86K |
| Citizens Financial Group Inc. | 0.00% | Reduce -8.8% | 11,096 | $85K |
| PFG Advisors | 0.00% | New | 11,048 | $85K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 11,019 | $85K |
| Summit Securities Group LLC | 0.02% | New | 10,823 | $83K |
| Sowell Financial Services LLC | 0.00% | Reduce -32.1% | 10,812 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Add +42.0% | 10,795 | $83K |
| Thompson David Blair | 0.04% | Reduce -55.9% | 10,762 | $83K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -77.2% | 10,618 | $82K |
| SJS Investment Consulting Inc. | 0.01% | Add +4.0% | 10,504 | $81K |
| NorthRock Partners, LLC | 0.00% | Reduce -0.9% | 10,441 | $80K |
| Allworth Financial LP | 0.00% | Add +7.1% | 10,383 | $80K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -0.6% | 12,863 | $78K |
| ASO GROUP Ltd | 0.03% | No change | 10,000 | $77K |
| Mgo One Seven LLC | 0.00% | New | 10,005 | $77K |
| Key Capital Management, INC | 0.04% | No change | 10,000 | $77K |
| Fortem Financial Group, LLC | 0.02% | Reduce -23.9% | 10,000 | $77K |
| Firestone Capital Management | 0.01% | No change | 10,000 | $77K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 9,000 | $69K |
| Compass Financial Management LLC | 0.01% | — | 10,226 | $69K |
| State of Wyoming | 0.01% | Add +10.4% | 8,788 | $67K |
| Leonteq Securities AG | 0.00% | New | 8,577 | $66K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8,457 | $65K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 8,373 | $64K |
| Salomon & Ludwin, LLC | 0.01% | Add +29.4% | 8,897 | $64K |
| Asset Planning,Inc | 0.04% | No change | 8,100 | $62K |
| Arax Advisory Partners | 0.00% | Add +687.5% | 7,182 | $55K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -14.5% | 6,648 | $51K |
| Orion Capital Management LLC | 0.02% | No change | 6,454 | $50K |
| Trust Co | 0.00% | Add +5.6% | 5,856 | $45K |
| Global Retirement Partners, LLC | 0.00% | — | 5,801 | $45K |
| Triumph Capital Management | 0.01% | Add +2110.2% | 5,614 | $43K |
| Harbour Investments, Inc. | 0.00% | Add +39.3% | 5,314 | $41K |
| UMB Bank, n.a. | 0.00% | Add +2.4% | 5,245 | $40K |
| Los Angeles Capital Management LLC | 0.00% | Add +2.7% | 4,604 | $35K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.2% | 4,532 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.7% | 4,029 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +90.3% | 3,920 | $30K |
| CVA Family Office, LLC | 0.00% | Add +14.2% | 3,757 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +7.0% | 3,171 | $24K |
| True Wealth Design, LLC | 0.01% | Reduce -0.5% | 3,000 | $23K |
| International Assets Investment Management, LLC | 0.00% | Add +1.4% | 3,135 | $22K |
| Financial Perspectives, Inc | 0.00% | No change | 2,494 | $19K |
| Allied Private Wealth LLC | 0.01% | — | 2,691 | $18K |
| Bare Financial Services, Inc | 0.00% | Add +102.5% | 2,319 | $18K |
| Larson Financial Group LLC | 0.00% | Add +1.6% | 2,255 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +1481.5% | 2,135 | $16K |
| Assetmark, Inc. | 0.00% | Add +0.2% | 2,029 | $16K |
| Sachetta, LLC | 0.01% | No change | 2,000 | $15K |
| Rothschild Investment LLC | 0.00% | Add +8.0% | 1,828 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -3.7% | 1,750 | $13K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,721 | $13K |
| National Bank of Canada | 0.00% | Add +15.0% | 1,720 | $13K |
| Optiver Holding B.V. | 0.00% | New | 1,660 | $13K |
| Axiom Investment Management LLC | 0.01% | Reduce -7.7% | 1,570 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 1,554 | $12K |
| Rakuten Securities, Inc. | 0.00% | Reduce -4.3% | 1,507 | $12K |
| Basepoint Wealth LLC | 0.01% | No change | 1,479 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Add +13.0% | 1,275 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -77.1% | 1,242 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,213 | $9K |
| IFP Advisors, Inc | 0.00% | Add +69.9% | 1,213 | $9K |
| Strive Financial Group ,LLC | 0.00% | New | 1,200 | $9K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 1,156 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,087 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 1,048 | $8K |
| Covestor Ltd | 0.00% | Reduce -3.0% | 1,004 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +15.4% | 1,021 | $8K |
| Richardson Capital Management LLC | 0.00% | No change | 1,000 | $8K |
| Founders Capital Management | 0.00% | No change | 1,000 | $8K |
| SWAN Capital LLC | 0.00% | No change | 1,000 | $8K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,000 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 1,000 | $8K |
| First Pacific Financial | 0.00% | No change | 978 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 860 | $7K |
| SHP Wealth Management | 0.00% | No change | 723 | $6K |
| Financial Avengers, Inc. | 0.00% | No change | 717 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +26.3% | 715 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +19.7% | 711 | $5K |
| Danske Bank A/S | 0.00% | No change | 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% | Add +3.8% | 659 | $5K |
| Huntington National Bank | 0.00% | Reduce -10.9% | 645 | $5K |
| Bayban | 0.00% | No change | 581 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 572 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 571 | $4K |
| Rossby Financial, LCC | 0.00% | Add +467.4% | 556 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +136.7% | 535 | $4K |
| AXS Investments LLC | 0.00% | Add +74.5% | 527 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 516 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 500 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 500 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 474 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +17.8% | 469 | $4K |
| Bullock Wealth Management Group | 0.00% | No change | 503 | $4K |
| Bokf, NA | 0.00% | No change | 450 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Add +43.0% | 446 | $3K |
| Gill Capital Partners, LLC | 0.00% | Add +30.8% | 420 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 418 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -22.6% | 410 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 443 | $3K |
| PFS Partners, LLC | 0.00% | No change | 375 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 363 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 355 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 354 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 349 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +6.5% | 344 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 340 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 379 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +56.8% | 287 | $2K |
| Evermay Wealth Management LLC | 0.00% | Add +14.2% | 266 | $2K |
| Main Street Group, LTD | 0.00% | Add +9.1% | 264 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 369 | $2K |
| Avion Wealth | 0.00% | Add +19.2% | 378 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -15.7% | 300 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 241 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 233 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -18.8% | 224 | $2K |
| Torren Management, LLC | 0.00% | No change | 222 | $2K |
| Security National Bank of So Dak | 0.00% | New | 218 | $2K |
| Stone House Investment Management, LLC | 0.00% | No change | 211 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +276.4% | 207 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 201 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 200 | $2K |
| NFSG Corp | 0.00% | No change | 200 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 200 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 198 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 195 | $1K |
| Parvin Asset Management, LLC | 0.00% | No change | 175 | $1K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 170 | $1K |
| Alerus Financial NA | 0.00% | No change | 169 | $1K |
| Quarry LP | 0.00% | Add +33.9% | 166 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 161 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 159 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 155 | $1K |
| St Germain D J Co. Inc. | 0.00% | No change | 153 | $1K |
| Essential Partners LLC | 0.00% | Add +251.2% | 151 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 150 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 148 | $1K |
| Mascoma Wealth Management LLC | 0.00% | New | 144 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -4.8% | 138 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 142 | $1K |
| Private Trust Co. NA | 0.00% | New | 127 | $975 |
| United Community Bank | 0.00% | No change | 126 | $968 |
| Lanark Financial, Inc. | 0.00% | No change | 125 | $960 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 120 | $922 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -16.1% | 120 | $922 |
| Winch Advisory Services, LLC | 0.00% | No change | 117 | $901 |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 117 | $899 |
| IMA Advisory Services, Inc. | 0.00% | New | 114 | $876 |
| Nova Wealth Management, Inc. | 0.00% | New | 110 | $845 |
| Security National Bank of Sioux City Iowa | 0.00% | New | 100 | $768 |
| Synergy Investment Management, LLC | 0.00% | No change | 100 | $768 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $768 |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -21.4% | 99 | $760 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 98 | $753 |
| Barrett & Company, Inc. | 0.00% | No change | 98 | $750 |
| First Command Advisory Services, Inc. | 0.00% | No change | 97 | $745 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 94 | $722 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 92 | $707 |
| HFM Investment Advisors, LLC | 0.00% | Add +62.5% | 91 | $699 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.3% | 90 | $692 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 87 | $669 |
| JNBA Financial Advisors | 0.00% | No change | 87 | $669 |
| TD Capital Management LLC | 0.00% | No change | 84 | $641 |
| LRI Investments, LLC | 0.00% | Add +102.4% | 83 | $637 |
| Noble Wealth Management PBC | 0.00% | New | 82 | $630 |
| Pflug Koory, LLC | 0.00% | No change | 74 | $568 |
| Caitlin John, LLC | 0.00% | No change | 71 | $545 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $515 |
| IAG Wealth Partners, LLC | 0.00% | No change | 65 | $499 |
| Whittier Trust Co. | 0.00% | Add +29.1% | 71 | $460 |
| ESL Trust Services, LLC | 0.00% | No change | 58 | $445 |
| Asset Dedication, LLC | 0.00% | No change | 53 | $409 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 53 | $407 |
| Davis Capital Management | 0.00% | New | 52 | $399 |
| Raffa Wealth Management, LLC | 0.00% | No change | 51 | $391 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 49 | $377 |
| Kingdom Financial Group LLC. | 0.00% | No change | 47 | $361 |
| Financial Consulate, Inc. | 0.00% | No change | 47 | $361 |
| TD Private Client Wealth LLC | 0.00% | No change | 45 | $346 |
| Vanguard National Trust Co | 0.00% | New | 43 | $330 |
| Clearstead Advisors, LLC | 0.00% | New | 42 | $324 |
| Westside Investment Management, Inc. | 0.00% | No change | 42 | $323 |
| Country Trust Bank | 0.00% | No change | 41 | $315 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $292 |
| Continuum Advisory, LLC | 0.00% | New | 36 | $276 |
| Kimelman & Baird, LLC | 0.00% | No change | 34 | $262 |
| Gables Capital Management Inc. | 0.00% | No change | 34 | $261 |
| Aberdeen Wealth Management LLC | 0.00% | New | 34 | $261 |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 34 | $261 |
| Manning & Napier Advisors LLC | 0.00% | New | 32 | $255 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -98.8% | 32 | $246 |
| CNB Bank | 0.00% | No change | 29 | $223 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 29 | $223 |
| Financial Life Planners | 0.00% | No change | 29 | $223 |
| Abound Wealth Management | 0.00% | Reduce -15.2% | 28 | $216 |
| Community Financial Services Group, LLC | 0.00% | No change | 28 | $200 |
| IFS Advisors, LLC | 0.00% | No change | 26 | $199 |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $192 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 25 | $192 |
| Hughes Financial Services, LLC | 0.00% | New | 22 | $169 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 22 | $166 |
| Princeton Global Asset Management LLC | 0.00% | No change | 21 | $161 |
| Vision Retirement, LLC | 0.00% | No change | 21 | $161 |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -66.1% | 21 | $160 |
| Mather Group, Llc. | 0.00% | No change | 20 | $154 |
| Buck Wealth Strategies, LLC | 0.00% | New | 20 | $154 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 18 | $139 |
| Ares Financial Consulting, LLC | 0.00% | No change | 16 | $123 |
| Benson Wealth Management INC | 0.00% | No change | 16 | $123 |
| Cheviot Value Management, LLC | 0.00% | No change | 16 | $123 |
| Key Financial Inc | 0.00% | No change | 16 | $123 |
| Fortis Group Advisors, LLC | 0.00% | No change | 16 | $123 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 14 | $105 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 12 | $93 |
| Clear Street Group Inc. | 0.00% | No change | 12 | $92 |
| Trust Co. of Toledo NA | 0.00% | No change | 11 | $84 |
| United Financial Planning Group LLC | 0.00% | No change | 10 | $77 |
| DecisionPoint Financial, LLC | 0.00% | New | 10 | $72 |
| 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% | No change | 9 | $65 |
| IFG Advisory, LLC | 0.00% | New | 8 | $61 |
| Maryland Capital Advisors Inc. | 0.00% | — | 7 | $54 |
| Dorato Capital Management | 0.00% | No change | 7 | $48 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 6 | $46 |
| Front Row Advisors LLC | 0.00% | New | 7 | $45 |
| Bfsg, LLC | 0.00% | No change | 5 | $39 |
| Nvwm, LLC | 0.00% | No change | 5 | $38 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $38 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $31 |
| Cornerstone Planning Group LLC | 0.00% | No change | 4 | $27 |
| Godsey & Gibb, Inc. | 0.00% | New | 3 | $24 |
| Trust Co. of Vermont | 0.00% | — | 2 | $15 |
| Hager Investment Management Services, LLC | 0.00% | No change | 2 | $15 |
| Copia Wealth Management | 0.00% | New | 2 | $15 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 2 | $15 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1 | $8 |
| Pittenger & Anderson Inc. | 0.00% | No change | 1 | $8 |
| Colonial Trust Advisors | 0.00% | No change | 1 | $8 |
| Pacer Advisors, Inc. | 0.00% | Add +500.0% | 6 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 90 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $0 |
| Navigoe, LLC | 0.00% | New | 42 | $0 |
"% of holder's portfolio" is LUMN's weight in each manager's 13F, not the share of Lumen Technologies Inc. the manager owns.