McKessonMCK

13F holders, Q4 2024 (December 31)
1,671holders +123
137new positions
95sold out
10famous investors
$569.71avg. 13F price*

At the end of Q4 2024, 1,671 institutions reported holding McKesson Corp. (MCK) in their 13F filings, up 123 from Q3 2024. 137 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($6.8B), BlackRock, Inc. ($5.9B) and State Street Corp. ($3.3B). 10 famous investors held it, including Ray Dalio (0.9% of Bridgewater Associates's portfolio), Cliff Asness (0.7% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
McKesson Corp.
Sector
Health Care
CUSIP
58155Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,565Q1 2024Q2 2024: 1,633Q2 2024Q3 2024: 1,548Q3 2024Q4 2024: 1,671Q4 2024Q1 2025: 1,756Q1 2025Q2 2025: 1,792Q2 2025Q3 2025: 1,835Q3 2025Q4 2025: 2,004Q4 2025Q1 2026: 2,049Q1 2026Q2 2026: 2,021Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions137$710.3M
Exits95$199.0M

All 13F filers, Q3 2024 → Q4 2024: 7,138,904 shares bought and 7,912,609 shares sold, net −773,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,671 holders

Vanguard Group Inc. 0.12% Reduce -1.4% 11,886,856 $6.8B
BlackRock, Inc. 0.12% Reduce -6.2% 10,439,999 $5.9B
State Street Corp. 0.13% Reduce -2.9% 5,710,823 $3.3B
Massachusetts Financial Services Co. 0.85% Reduce -4.5% 4,719,680 $2.7B
JPMorgan Chase & Co. 0.20% Add +9.3% 4,350,223 $2.5B
T. Rowe Price Investment Management, Inc. 1.00% Add +8.5% 2,847,385 $1.6B
Geode Capital Management, LLC 0.12% Add +0.4% 2,663,303 $1.5B
Franklin Resources Inc. 0.42% Add +4.6% 2,620,948 $1.5B
FMR LLC 0.09% Reduce -14.3% 2,544,839 $1.5B
Morgan Stanley 0.10% Reduce -3.5% 2,404,648 $1.4B
Norges Bank 0.16% Reduce -1.8% 2,106,229 $1.2B
Royal Bank of Canada 0.23% Add +8.7% 1,835,019 $1.0B
Northern Trust Corp. 0.12% Add +9.0% 1,532,203 $873.2M
Bank of America Corp. 0.08% Reduce -15.2% 1,517,479 $864.8M
T. Rowe Price Associates Inc. 0.08% Reduce -12.3% 1,182,478 $673.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +9.5% 1,103,050 $628.6M
Boston Partners 0.76% Add +24.6% 1,096,301 $625.5M
WCM Investment Management, LLC 1.45% Reduce -1.4% 1,082,037 $617.6M
Invesco Ltd. 0.11% Reduce -2.0% 1,054,636 $601.0M
Nordea Investment Management AB 0.58% Add +20.0% 975,935 $558.6M
Legal & General Group Plc 0.15% Reduce -2.4% 977,224 $556.9M
Bank of New York Mellon Corp 0.10% Reduce -2.4% 952,325 $542.7M
Arrowstreet Capital, Limited Partnership 0.42% Reduce -16.4% 928,462 $529.1M
AQR Capital Management 0.68% Add +9.2% 922,180 $525.6M
Alliancebernstein L.P. 0.17% Add +46.6% 855,332 $487.5M
Charles Schwab Investment Management Inc. 0.09% Reduce -0.7% 833,651 $475.1M
Goldman Sachs Group Inc. 0.09% Reduce -22.8% 803,532 $457.9M
Deutsche Bank AG 0.17% Add +64.0% 751,283 $428.2M
Nuveen Asset Management, LLC 0.11% Reduce -4.3% 709,176 $404.2M
Amundi 0.13% Reduce -16.6% 638,021 $376.6M
Swedbank AB 0.46% Reduce -27.8% 650,670 $370.8M
California Public Employees Retirement System 0.24% Reduce -2.1% 630,345 $359.2M
Manufacturers Life Insurance Company, The 0.31% Reduce -47.5% 624,245 $355.8M
TD Asset Management Inc 0.31% Reduce -0.6% 623,572 $355.4M
Janus Henderson Group PLC 0.18% Add +6.6% 612,448 $348.9M
Farallon Capital Management, L.L.C. 1.84% New 610,700 $348.0M
Jacobs Levy Equity Management, Inc. 1.23% Add +2.7% 610,043 $347.7M
UBS Group AG 0.07% Add +33.3% 587,195 $334.6M
Bessemer Group Inc. 0.52% Add +15.2% 561,961 $320.3M
Caisse de depot et placement du Quebec 0.63% Reduce -26.8% 532,299 $303.4M
SurgoCap Partners LP 16.79% Reduce -16.4% 508,881 $290.0M
Carmignac Gestion 4.25% Reduce -1.1% 467,603 $266.5M
Voloridge Investment Management, LLC 0.87% Add +16.0% 430,558 $245.4M
Wells Fargo & Company 0.05% Reduce -7.3% 392,728 $223.8M
Clearbridge Investments, LLC 0.18% Add +13.0% 391,280 $223.0M
Scharf Investments, LLC 6.59% Reduce -11.2% 389,825 $222.2M
Mackenzie Financial Corp. 0.29% Reduce -4.9% 379,322 $216.2M
Dimensional Fund Advisors LP 0.05% Reduce -0.5% 377,736 $215.3M
Swiss National Bank 0.14% Reduce -4.9% 366,350 $208.8M
Marshall Wace, LLP 0.26% Add +59720.3% 358,922 $204.6M
Brandes Investment Partners, LP 2.27% Reduce -5.2% 356,924 $203.4M
Ameriprise Financial Inc. 0.05% Add +10.7% 346,827 $197.7M
Allianz Asset Management GmbH 0.28% Reduce -9.0% 344,112 $196.1M
LSV Asset Management 0.45% Reduce -28.1% 344,080 $196.1M
Voya Investment Management LLC 0.23% Add +259.7% 338,378 $192.8M
Bridgewater Associates 0.86% Add +33.8% 329,363 $187.7M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +0.2% 320,707 $182.8M
National Pension Service 0.17% Reduce -15.3% 312,502 $178.1M
Bank of Montreal 0.09% Reduce -20.7% 311,936 $177.8M
Acadian Asset Management LLC 0.51% Reduce -38.8% 310,632 $177.0M
HSBC Holdings PLC 0.10% Add +0.8% 288,470 $164.4M
Russell Investments Group, Ltd. 0.23% Add +6.7% 285,139 $162.5M
Principal Financial Group Inc. 0.09% Add +2.7% 284,648 $162.2M
Envestnet Asset Management Inc. 0.05% Reduce -6.8% 271,967 $155.0M
Victory Capital Management Inc. 0.15% Add +2.4% 265,488 $151.3M
Rhumbline Advisers 0.13% Reduce -6.1% 258,243 $147.2M
Man Group plc 0.46% Add +44.2% 256,741 $146.3M
Assenagon Asset Management S.A. 0.26% Add +66.2% 251,333 $143.2M
D. E. Shaw & Co. 0.16% Add +238.2% 243,353 $138.7M
New York State Common Retirement Fund 0.18% Reduce -3.0% 240,090 $136.8M
Renaissance Technologies 0.20% Add +168.4% 235,226 $134.1M
Robeco Institutional Asset Management B.V. 0.25% Reduce -27.6% 231,458 $131.9M
DekaBank Deutsche Girozentrale 0.24% No change 227,498 $130.1M
Raymond James Financial Inc. 0.05% — 224,817 $128.1M
California State Teachers Retirement System 0.14% Reduce -2.8% 213,731 $121.8M
Jane Street Group, LLC 0.19% Add +185.4% 211,215 $120.4M
Natixis Advisors, LLC 0.22% Add +14.6% 207,617 $118.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +7.6% 204,384 $118.0M
Macquarie Group Ltd. 0.14% Add +18.6% 205,587 $114.4M
Nomura Asset Management Co. Ltd. 0.34% Reduce -0.3% 198,087 $112.9M
CANADA LIFE ASSURANCE Co 0.19% Reduce -7.4% 196,430 $111.8M
Adage Capital Partners Gp, L.L.C. 0.19% Add +287.6% 191,097 $108.9M
Citadel Advisors 0.10% Add +92.8% 189,455 $108.0M
BNP Paribas Financial Markets 0.08% Add +31.0% 188,760 $107.6M
Corient Private Wealth LP 0.18% Reduce -3.1% 187,725 $106.5M
Barclays PLC 0.05% Reduce -33.9% 186,659 $106.4M
FIL Ltd 0.10% Reduce -51.9% 184,516 $105.2M
STRS Ohio 0.41% Add +7.0% 179,919 $102.5M
Millennium Management 0.09% Add +100.3% 175,836 $100.2M
Wealth Enhancement Advisory Services, LLC 0.19% Reduce -2.2% 175,702 $100.1M
Aberdeen Group plc 0.19% Reduce -12.0% 175,154 $99.8M
Qube Research & Technologies Ltd 0.16% Add +46.5% 174,595 $99.5M
Bristol Gate Capital Partners Inc. 4.75% Reduce -0.6% 171,351 $97.7M
Two Sigma Investments, LP 0.23% Add +548.3% 164,741 $93.9M
Glenview Capital Management, LLC 2.18% Reduce -43.2% 151,618 $86.4M
Worldquant Millennium Advisors LLC 0.56% New 151,268 $86.2M
Capital International Investors 0.02% Reduce -27.1% 147,874 $84.3M
Prudential Financial Inc. 0.11% Add +32.1% 144,729 $82.5M
TCW Group Inc. 0.69% Reduce -11.0% 144,286 $82.2M
Teacher Retirement System of Texas 0.29% Add +88.6% 142,002 $80.9M
Storebrand Asset Management As 0.25% Reduce -23.5% 141,696 $80.8M
APG Asset Management N.V. 0.22% Add +87.3% 145,706 $80.2M
Haverford Trust Co 0.79% Reduce -0.6% 140,367 $80.0M
Commerce Bank 0.49% Reduce -10.9% 139,653 $79.6M
Railway Pension Investments Ltd 1.05% Reduce -5.3% 138,522 $78.9M
LPL Financial LLC 0.03% Add +7.9% 138,196 $78.8M
KBC Group NV 0.21% Reduce -40.0% 135,992 $77.5M
Sei Investments Co. 0.10% Reduce -20.2% 135,355 $77.1M
Two Sigma Advisers, LP 0.17% Add +461.4% 128,000 $72.9M
Anchor Capital Advisors LLC 2.06% Reduce -5.2% 126,692 $72.2M
State Board of Administration of Florida Retirement System 0.14% Reduce -1.8% 124,618 $71.0M
Ninety One UK Ltd 0.19% Reduce -0.8% 124,472 $70.9M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -13.1% 119,493 $68.1M
Clark Capital Management Group, Inc. 0.47% Add +1.3% 117,035 $66.7M
Tredje AP-fonden 0.60% Add +19.6% 116,575 $66.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Reduce -10.9% 113,472 $64.7M
Korea Investment CORP 0.15% Add +21.0% 112,443 $64.1M
Meyer Handelman Co. 2.19% Reduce -1.1% 111,239 $63.4M
New York State Teachers Retirement System 0.13% Reduce -6.8% 110,994 $63.3M
Aviva PLC 0.16% Reduce -23.2% 108,586 $61.9M
Candriam S.C.A. 0.35% Add +25.1% 106,889 $60.9M
Skandinaviska Enskilda Banken AB (publ) 0.28% Reduce -5.4% 106,628 $60.9M
Ensign Peak Advisors, Inc 0.11% Add +4.3% 106,585 $60.7M
Signature Estate & Investment Advisors LLC 1.47% Add +0.7% 103,253 $58.8M
Point72 Asset Management 0.16% New 102,802 $58.6M
Brandywine Global Investment Management, LLC 0.42% Reduce -7.3% 101,690 $58.0M
ING Groep NV 0.38% Reduce -1.8% 100,163 $57.1M
Panagora Asset Management Inc. 0.26% Add +11.5% 100,139 $57.1M
8 Knots Management, LLC 5.65% New 99,138 $56.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% — 98,170 $55.9M
PFM Health Sciences, LP 4.34% No change 97,498 $55.6M
Nisa Investment Advisors, LLC 0.21% Add +104.7% 96,348 $55.0M
PNC Financial Services Group, Inc. 0.04% Add +19.0% 96,003 $54.7M
Pictet Asset Management Holding SA 0.06% Reduce -10.6% 93,286 $53.2M
Squarepoint Ops LLC 0.14% Reduce -2.9% 92,434 $52.7M
US Bancorp \de 0.07% Add +0.8% 88,835 $50.6M
Cornerstone Investment Partners, LLC 2.49% Add +0.1% 87,790 $50.0M
Lansforsakringar Fondforvaltning AB (publ) 0.19% — 86,018 $49.0M
State of Wisconsin Investment Board 0.13% Reduce -1.2% 85,937 $49.0M
Becker Capital Management Inc. 1.58% Reduce -1.0% 84,740 $48.4M
Lord, Abbett & Co. LLC 0.16% Reduce -58.3% 83,001 $47.3M
Schroder Investment Management Group 0.05% Reduce -17.4% 82,863 $47.2M
Employees Retirement System of Texas 0.47% Reduce -17.3% 82,200 $46.8M
Segall Bryant & Hamill, LLC 0.64% Add +25.5% 81,223 $46.3M
Quadrature Capital Ltd 0.89% Add +7.8% 77,587 $44.2M
National Bank of Canada 0.06% Reduce -17.4% 77,180 $44.0M
Danske Bank A/S 0.13% Add +13.8% 76,983 $43.9M
Mariner, LLC 0.07% Add +3.8% 76,579 $43.6M
Capital Fund Management S.A. 0.43% Add +111.3% 76,034 $43.3M
Atalanta Sosnoff Capital, LLC 0.91% Reduce -1.5% 73,320 $41.8M
HighTower Advisors, LLC 0.06% Add +113.1% 72,408 $41.3M
Great Lakes Advisors, LLC 0.35% Reduce -5.0% 71,947 $41.0M
Truist Financial Corp. 0.06% Reduce -1.1% 70,787 $40.3M
CIBC Asset Management Inc 0.13% Reduce -27.4% 70,784 $40.3M
Focus Partners Wealth 0.10% Add +22.7% 69,284 $39.5M
Main Street Research LLC 2.41% Add +2.8% 67,804 $38.7M
Citigroup Inc. 0.04% Reduce -31.7% 67,392 $38.4M
Public Employees Retirement System of Ohio 0.13% Reduce -11.8% 67,344 $38.4M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -4.1% 67,118 $38.3M
Pzena Investment Management LLC 0.13% No change 67,079 $38.2M
Treasurer of the State of North Carolina 0.15% Add +3.5% 67,059 $38.2M
Pinebridge Investments, L.P. 0.29% Reduce -15.8% 66,736 $38.0M
Van Eck Associates Corp. 0.05% Reduce -18.9% 66,439 $37.9M
Federation des caisses Desjardins du Quebec 0.19% Add +148.3% 65,332 $37.2M
Canada Pension Plan Investment Board 0.04% Add +12.2% 65,061 $37.1M
Zuckerman Investment Group, LLC 3.55% Add +2.0% 61,567 $36.9M
Mediolanum International Funds Ltd 0.48% Add +58.8% 64,526 $36.7M
Allspring Global Investments Holdings, LLC 0.06% Reduce -53.4% 64,364 $36.4M
Asset Management One Co., Ltd. 0.12% Reduce -7.8% 62,426 $36.0M
Neuberger Berman Group LLC 0.03% Reduce -4.1% 63,093 $36.0M
Vontobel Holding Ltd. 0.12% Reduce -19.6% 63,042 $35.9M
Burney Co./ 1.25% Reduce -6.5% 62,114 $35.4M
Royal London Asset Management Ltd. 0.09% Add +1.8% 61,691 $35.2M
Susquehanna International Group, LLP 0.05% Add +183.9% 61,656 $35.1M
Creative Planning 0.03% Reduce -3.2% 61,293 $34.9M
Renaissance Group LLC 1.41% Reduce -0.6% 59,777 $34.1M
Lido Advisors, LLC 0.21% Add +8.2% 59,081 $33.7M
Polar Capital Holdings Plc 0.19% Add +11.5% 58,285 $33.2M
Handelsbanken Fonder AB 0.13% Add +16.7% 57,948 $33.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +0.7% 57,124 $32.6M
KLP Kapitalforvaltning As 0.15% — 56,910 $32.5M
Toronto Dominion Bank 0.06% Add +23.5% 55,311 $31.5M
Applied Finance Capital Management, LLC 1.37% Add +8.8% 55,261 $31.5M
Point72 (DIFC) Ltd 2.76% Reduce -3.0% 53,638 $30.6M
AXA S.A. 0.09% Add +1.8% 53,378 $30.4M
Mn Services Vermogensbeheer B.V. 0.20% Add +2.5% 52,600 $30.0M
Resona Asset Management Co.,Ltd. 0.18% Reduce -3.8% 52,398 $29.9M
Commonwealth Equity Services, LLC 0.04% Reduce -25.9% 52,101 $29.7M
American Century Companies Inc. 0.02% Reduce -16.4% 51,642 $29.4M
O'shaughnessy Asset Management, LLC 0.25% Reduce -2.4% 50,920 $29.0M
First Trust Advisors LP 0.03% Add +47.7% 50,743 $28.9M
Balyasny Asset Management L.P. 0.07% Reduce -21.1% 50,018 $28.5M
HRT Financial LP 0.15% Add +302.9% 49,413 $28.2M
Achmea Investment Management B.V. 0.46% Add +1.9% 49,386 $28.1M
State of Tennessee, Department of Treasury 0.10% Reduce -4.2% 48,988 $27.9M
Susquehanna Fundamental Investments, LLC 0.46% — 48,609 $27.7M
State of New Jersey Common Pension Fund D 0.11% Reduce -1.5% 47,714 $27.2M
Stifel Financial Corp. 0.03% Reduce -20.8% 47,430 $27.0M
Smith Group Asset Management, LLC 1.99% Reduce -0.9% 47,321 $27.0M
Wedge Capital Management L L P 0.48% Reduce -18.0% 47,175 $26.9M
Horiko Capital Management LLC 7.69% Reduce -8.1% 46,621 $26.6M
Advisors Capital Management, LLC 0.41% Add +2.6% 45,959 $26.2M
Janney Montgomery Scott LLC 0.07% Reduce -4.1% 44,303 $25.2M
Cerity Partners LLC 0.05% Add +1.6% 44,913 $24.8M
BNP Paribas 0.34% Reduce -5.7% 43,481 $24.8M
Forsta Ap-Fonden 0.17% Reduce -4.0% 42,747 $24.4M
Distillate Capital Partners LLC 1.19% Reduce -16.9% 42,625 $24.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +212.2% 42,339 $24.1M
Clifford Swan Investment Counsel LLC 0.86% Reduce -2.5% 41,732 $23.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -6.0% 40,553 $23.1M
Ilmarinen Mutual Pension Insurance Co 0.20% Add +14.4% 40,428 $23.0M
Northwest & Ethical Investments L.P. 0.61% Add +5.6% 39,213 $22.3M
Tudor Investment Corporation 0.24% Reduce -38.3% 38,942 $22.2M
Braun Stacey Associates Inc. 0.82% Reduce -16.6% 38,755 $22.1M
Federated Hermes, Inc. 0.05% Reduce -57.1% 38,744 $22.1M
Muhlenkamp & Co. Inc. 6.69% Add +0.1% 38,661 $22.0M
UniSuper Management Pty Ltd 0.16% Reduce -20.9% 38,530 $22.0M
Todd Asset Management LLC 0.52% Add +3996.1% 38,421 $21.9M
Point72 Hong Kong Ltd 1.36% New 38,227 $21.8M
Florida Trust Wealth Management Co 0.70% Add +0.1% 38,217 $21.8M
Thompson Siegel & Walmsley LLC 0.34% Reduce -2.8% 37,861 $21.6M
Steigerwald, Gordon & Koch Inc. 2.41% Add +4.0% 37,460 $21.3M
Arizona State Retirement System 0.13% Add +0.4% 37,347 $21.3M
Captrust Financial Advisors 0.06% Add +4.9% 37,266 $21.2M
DNB Asset Management AS 0.09% Add +0.3% 37,226 $21.2M
Natixis 0.14% Add +105.8% 36,428 $20.8M
Engineers Gate Manager LP 0.36% Reduce -16.4% 36,146 $20.6M
MetLife Investment Management, LLC 0.11% Reduce -0.4% 36,116 $20.6M
Private Wealth Partners, LLC 1.57% Reduce -0.5% 36,032 $20.5M
Aware Super Pty Ltd as trustee of Aware Super 0.32% — 35,321 $20.1M
Integral Health Asset Management, LLC 1.76% New 35,000 $19.9M
Bowen Hanes & Co. Inc. 0.53% Reduce -59.3% 34,765 $19.8M
Teachers Retirement System of the State of Kentucky 0.17% Add +246.1% 34,609 $19.7M
Martingale Asset Management L P 0.48% Reduce -34.9% 34,331 $19.6M
Baird Financial Group, Inc. 0.04% Reduce -1.6% 34,146 $19.5M
Rhenman & Partners Asset Management AB 2.00% Add +13.3% 34,117 $19.4M
Cetera Investment Advisers 0.04% Reduce -13.8% 33,668 $19.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Reduce -2.2% 33,640 $19.2M
Stanley Capital Management, LLC 3.72% Reduce -18.7% 33,500 $19.1M
Crossmark Global Holdings, Inc. 0.33% Reduce -7.2% 31,882 $18.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.49% Add +13.3% 31,801 $18.1M
Corebridge Financial, Inc. 0.10% Reduce -6.1% 31,787 $18.1M
Segment Wealth Management, LLC 1.23% Add +1.2% 31,628 $18.0M
Calamos Advisors LLC 0.12% No change 31,369 $17.9M
Empowered Funds, LLC 0.26% Reduce -12.6% 31,236 $17.8M
King Luther Capital Management Corp. 0.08% Add +47.2% 31,172 $17.8M
M&T Bank Corp 0.06% Reduce -6.6% 31,034 $17.7M
Comerica Bank 0.07% Reduce -10.6% 30,914 $17.6M
Payden & Rygel 1.51% Reduce -22.5% 30,700 $17.5M
Amalgamated Bank 0.14% Reduce -1.5% 30,476 $17.4M
Gotham Asset Management 0.16% Add +1.8% 30,346 $17.3M
Bornite Capital Management LP 2.30% New 30,000 $17.1M
M&G PLC 0.11% Add +1.0% 29,953 $17.1M
Sanctuary Advisors, LLC 0.11% Reduce -0.9% 28,236 $17.1M
Intech Investment Management LLC 0.16% Reduce -66.5% 29,821 $17.0M
Alaska Permanent Fund Corp 0.25% No change 29,751 $17.0M
Xponance LLC 0.15% Add +1.8% 29,592 $16.9M
Group One Trading LLC 0.56% Reduce -2.9% 29,081 $16.6M
Suncoast Equity Management 1.85% Reduce -1.5% 29,045 $16.6M
Schwerin Boyle Capital Management Inc. 1.70% No change 29,020 $16.5M
Mercer Global Advisors Inc. 0.04% Reduce -56.2% 28,951 $16.5M
Badgley Phelps Wealth Managers, LLC 0.38% Add +1.4% 28,535 $16.3M
Varma Mutual Pension Insurance Co 0.12% Reduce -18.8% 28,153 $16.0M
Rathbones Group PLC 0.08% New 27,864 $15.9M
Czech National Bank 0.15% Add +4.2% 27,524 $15.7M
Retirement Systems of Alabama 0.06% Reduce -3.2% 27,484 $15.7M
PGGM Investments 0.21% Reduce -31.5% 27,411 $15.6M
ExodusPoint Capital Management, LP 0.16% Reduce -46.6% 27,281 $15.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -4.4% 26,991 $15.4M
Daiwa Securities Group Inc. 0.07% Add +59.6% 26,884 $15.3M
MML Investors Services, LLC 0.05% Reduce -10.3% 26,777 $15.3M
Investment Management Associates Inc. 6.57% Reduce -4.6% 26,398 $15.0M
EP Wealth Advisors, LLC 0.12% Add +7.7% 26,125 $14.9M
Dana Investment Advisors, Inc. 0.49% Reduce -8.2% 25,922 $14.8M
Pathstone Holdings, LLC 0.07% Add +3.0% 25,850 $14.7M
Firetrail Investments PTY Ltd. 4.28% Add +4.0% 24,955 $14.3M
Osaic Holdings, Inc. 0.03% Add +53.9% 42,631 $14.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +14.7% 24,832 $14.2M
Foundations Investment Advisors, LLC 0.27% Add +21.3% 24,621 $14.0M
Swiss Life Asset Management Ltd 0.10% Add +94.0% 24,464 $13.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +21.9% 23,959 $13.7M
Transform Wealth, LLC 0.75% Add +13.3% 23,828 $13.6M
Cercano Management LLC 0.34% Reduce -76.7% 23,762 $13.5M
Raiffeisen Bank International AG 0.21% — 23,705 $13.5M
Schonfeld Strategic Advisors LLC 0.09% Add +136.1% 23,626 $13.5M
IFM Investors Pty Ltd 0.14% Reduce -9.8% 23,573 $13.4M
Moran Wealth Management, LLC 0.43% Add +212.5% 23,473 $13.4M
ProShare Advisors LLC 0.03% Add +7.0% 23,192 $13.2M
Parkman Healthcare Partners LLC 1.75% New 23,000 $13.1M
State of Alaska, Department of Revenue 0.15% Reduce -2.5% 22,926 $13.1M
Andra AP-fonden 0.21% Reduce -42.6% 22,900 $13.1M
Warther Private Wealth, LLC 4.34% Add +12.4% 22,403 $12.8M
First Horizon Advisors, Inc. 0.36% Reduce -3.6% 22,397 $12.8M
Scotia Capital Inc. 0.07% Reduce -37.4% 22,224 $12.7M
Inlet Private Wealth, LLC 3.33% Reduce -2.0% 22,110 $12.6M
USS Investment Management Ltd 0.09% Reduce -12.3% 22,083 $12.6M
Twinbeech Capital LP 0.21% Add +3047.8% 22,003 $12.5M
Utah Retirement Systems 0.13% No change 21,478 $12.2M
Culbertson A N & Co. Inc. 1.93% Reduce -0.9% 21,316 $12.1M
Heritage Investors Management Corp. 0.39% Add +0.2% 21,224 $12.1M
Aquatic Capital Management LLC 0.32% Reduce -52.8% 21,000 $12.0M
Ieq Capital, LLC 0.12% Add +142.0% 20,879 $11.9M
Bank of Nova Scotia 0.02% Add +19.9% 20,734 $11.8M
Yousif Capital Management, LLC 0.13% Reduce -10.3% 20,482 $11.7M
Cibc World Market Inc. 0.03% Add +6.3% 20,252 $11.5M
Quantbot Technologies LP 0.42% Add +60.8% 20,201 $11.5M
Cibc World Markets Corp. 0.07% Add +14.9% 20,175 $11.5M
TD Waterhouse Canada Inc. 0.09% Reduce -30.6% 20,162 $11.5M
Summit Global Investments 0.72% Reduce -6.9% 20,144 $11.5M
Quantinno Capital Management LP 0.11% Add +9.0% 20,090 $11.4M
QRG Capital Management, Inc. 0.12% Reduce -62.3% 19,991 $11.4M
Rockefeller Capital Management L.P. 0.03% Reduce -23.0% 19,986 $11.4M
Daiichi Life Insurance Co., Ltd. 0.31% Reduce -65.3% 19,917 $11.4M
Evercore Wealth Management, LLC 0.17% Add +3.9% 19,668 $11.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -9.1% 19,374 $11.0M
Heron Bay Capital Management 2.30% Add +2.4% 19,316 $11.0M
Bellevue Group AG 0.21% Reduce -46.0% 19,315 $11.0M
Orion Porfolio Solutions, LLC 0.11% Reduce -4.2% 19,288 $11.0M
Orion Portfolio Solutions, LLC 0.11% Reduce -4.2% 19,288 $11.0M
Pacer Advisors, Inc. 0.02% Add +18.0% 19,279 $11.0M
Thrivent Financial for Lutherans 0.02% Reduce -7.7% 18,595 $11.0M
Artemis Investment Management LLP 0.16% Add +14.1% 19,239 $11.0M
Spire Wealth Management 0.34% Add +11.5% 19,226 $11.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.57% Add +67.2% 19,032 $10.8M
Oak Associates Ltd. 0.74% Reduce -17.7% 18,951 $10.8M
Police & Firemen's Retirement System of New Jersey 0.10% — 18,820 $10.7M
Generate Investment Management Ltd 0.74% Reduce -67.1% 18,557 $10.6M
Cubist Systematic Strategies, LLC 0.17% New 18,517 $10.6M
Savant Capital, LLC 0.08% Add +34.1% 18,403 $10.5M
Wealthfront Advisers LLC 0.03% Add +14.7% 18,397 $10.5M
Lazard Asset Management LLC 0.02% Reduce -14.7% 18,272 $10.4M
Parallax Volatility Advisers, L.P. 0.26% Add +330.5% 18,190 $10.4M
Foster & Motley Inc. 0.67% Reduce -3.1% 18,142 $10.3M
Patton Albertson Miller Group, LLC 1.36% Add +2.2% 17,782 $10.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.0% 17,526 $10.1M
Mutual of America Capital Management LLC 0.11% Reduce -5.1% 17,567 $10.0M
Public Employees Retirement Association of Colorado 0.04% Reduce -4.0% 17,555 $10.0M
GHP Investment Advisors, Inc. 0.46% Add +0.9% 17,457 $9.9M
New York Life Investment Management LLC 0.09% Reduce -1.3% 17,030 $9.7M
Park National Corp. 0.35% Reduce -7.7% 16,852 $9.6M
United Asset Strategies, Inc. 0.88% Add +3.6% 16,846 $9.6M
Leuthold Group, LLC 1.15% Reduce -3.5% 16,819 $9.6M
Gabelli Funds LLC 0.07% Add +7.7% 16,685 $9.5M
Verition Fund Management LLC 0.05% Reduce -5.0% 16,635 $9.5M
Vanguard Personalized Indexing Management, LLC 0.14% Add +10.8% 16,387 $9.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +5.6% 16,356 $9.3M
Greystone Financial Group, LLC 1.62% Add +18.2% 16,325 $9.3M
Nissay Asset Management Corp. /Japan 0.06% Reduce -1.8% 15,992 $9.2M
Toth Financial Advisory Corp. 1.08% Add +3.4% 16,079 $9.2M
Chicago Capital, LLC 0.24% Add +0.0% 15,825 $9.0M
Public Sector Pension Investment Board 0.04% Add +176.0% 15,673 $8.9M
Legacy Private Trust Co. 0.58% Add +1.0% 15,518 $8.8M
Credit Agricole S A 0.03% Reduce -23.0% 15,073 $8.6M
Hennion & Walsh Asset Management, Inc. 0.39% Reduce -8.2% 15,033 $8.6M
Sivik Global Healthcare LLC 4.73% Reduce -25.0% 15,000 $8.5M
Meeder Asset Management Inc. 0.59% Add +289.6% 14,874 $8.5M
Whittier Trust Co. 0.11% Reduce -0.0% 14,856 $8.5M
Unigestion Holding SA 0.48% Reduce -32.1% 14,773 $8.4M
Fisher Funds Management LTD 0.20% — 14,575 $8.3M
Rafferty Asset Management, LLC 0.03% Add +9.5% 14,396 $8.2M
Burton Enright Welch 1.71% Reduce -2.9% 14,276 $8.1M
Oddo BHF Asset Management Sas 0.41% Reduce -9.7% 14,253 $8.1M
Level Four Advisory Services, LLC 0.33% Add +1.4% 14,160 $8.1M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +5.6% 14,106 $8.0M
Capitolis Liquid Global Markets LLC 0.08% No change 14,000 $8.0M
NewEdge Advisors, LLC 0.05% Add +4.7% 13,957 $8.0M
Avanza Fonder AB 0.23% — 13,866 $7.9M
Blair William & Co. 0.02% Reduce -3.4% 13,828 $7.9M
Ingalls & Snyder LLC 0.31% Add +8.2% 13,824 $7.9M
Peachtree Investment Partners, LLC 2.95% Reduce -3.8% 13,816 $7.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -6.9% 13,800 $7.9M
Freestone Capital Holdings, LLC 0.27% Add +0.4% 13,786 $7.9M
Haverford Financial Services, Inc. 2.39% Reduce -4.3% 13,762 $7.8M
McKinley Carter Wealth Services, Inc. 0.48% Add +0.5% 13,748 $7.8M
Trajan Wealth LLC 0.43% Add +11.3% 13,632 $7.8M
ProVise Management Group, LLC 0.66% Reduce -0.9% 13,604 $7.8M
Illinois Municipal Retirement Fund 0.11% No change 13,594 $7.7M
Advisory Services Network, LLC 0.14% Reduce -6.6% 13,324 $7.6M
Zacks Investment Management 0.07% Reduce -9.5% 13,131 $7.5M
Tobam 2.27% Reduce -49.9% 13,071 $7.4M
Ritholtz Wealth Management 0.22% Add +2.4% 13,036 $7.4M
Westpac Banking Corp. 0.49% Add +23.4% 12,990 $7.4M
CX Institutional 0.29% Add +26.3% 12,914 $7.4M
Beacon Pointe Advisors, LLC 0.08% Reduce -6.3% 12,765 $7.3M
Generali Asset Management SPA SGR 0.19% — 12,755 $7.3M
Sterling Capital Management LLC 0.10% Add +6.7% 12,643 $7.2M
Jefferies Financial Group Inc. 0.08% Add +48.6% 12,626 $7.2M
Lynwood Price Capital Management LP 4.95% — 12,600 $7.2M
Glenmede Trust Co. NA 0.04% Add +4.6% 12,484 $7.1M
Argyle Capital Management, LLC 2.79% Reduce -0.3% 12,427 $7.1M
Kinsale Capital Group, Inc. 1.85% Add +12.7% 12,076 $6.9M
Mizuho Securities USA LLC 0.13% Add +43.1% 12,031 $6.9M
Elo Mutual Pension Insurance Co 0.14% Reduce -3.9% 11,834 $6.7M
Martin & Co. Inc. 1.67% Reduce -4.2% 11,804 $6.7M
Atria Investments, Inc 0.08% Reduce -19.5% 11,761 $6.7M
Weiss Asset Management LP 0.21% Add +529.1% 11,714 $6.7M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -2.3% 11,515 $6.6M
Ballentine Partners, LLC 0.11% Reduce -0.3% 11,492 $6.5M
Assetmark, Inc. 0.02% Add +66.3% 11,450 $6.5M
Wells Trecaso Financial Group, LLC 2.12% Reduce -3.1% 11,374 $6.5M
Walleye Trading LLC 0.13% Add +33352.9% 11,374 $6.5M
Ancora Advisors LLC 0.14% Reduce -4.2% 11,243 $6.4M
Great Valley Advisor Group, Inc. 0.14% Add +6.9% 11,222 $6.4M
Investment Management Corp of Ontario 0.21% Reduce -40.5% 11,140 $6.3M
Goelzer Investment Management, Inc. 0.37% Reduce -2.5% 11,071 $6.3M
Oregon Public Employees Retirement Fund 0.11% Reduce -1.9% 10,889 $6.2M
CIBC Private Wealth Group LLC 0.01% Reduce -9.2% 10,451 $6.2M
Cwm, LLC 0.03% Add +55.9% 10,769 $6.1M
Private Advisor Group, LLC 0.03% Reduce -6.3% 10,723 $6.1M
Harel Insurance Investments & Financial Services Ltd. 0.10% Add +28.9% 10,685 $6.1M
Whittier Trust Co. of Nevada Inc. 0.15% Add +1.1% 10,622 $6.1M
Gulf International Bank (UK) Ltd 0.15% Reduce -0.9% 10,596 $6.0M
Brevan Howard Capital Management LP 0.15% Add +30.1% 10,524 $6.0M
Essential Planning, LLC. 0.04% New 10,725 $6.0M
Brookstone Capital Management 0.09% Add +42.8% 10,473 $6.0M
CI Investments Inc. 0.02% Reduce -74.6% 10,444 $6.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +1777.3% 10,400 $5.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.7% 10,341 $5.9M
Castellan Group 2.53% Add +0.4% 10,244 $5.8M
Trust Co. of Toledo NA 0.76% No change 10,183 $5.8M
MTM Investment Management, LLC 2.23% Reduce -8.1% 10,162 $5.8M
Merit Financial Group, LLC 0.10% Add +127.1% 10,060 $5.7M
CCM Investment Group, LLC 0.63% — 10,043 $5.7M
Longbow Finance SA 0.62% Add +5.0% 9,877 $5.6M
CreativeOne Wealth, LLC 0.17% Add +46.2% 9,670 $5.5M
Advisors Asset Management, Inc. 0.10% Reduce -16.1% 9,622 $5.5M
Councilmark Asset Management, LLC 3.68% Add +0.1% 9,601 $5.5M
Campbell Capital Management Inc. 2.13% Reduce -3.3% 9,535 $5.4M
Kenora Financial, LLC 2.12% Reduce -0.2% 9,358 $5.3M
Fifth Third Bancorp 0.02% Reduce -0.9% 9,310 $5.3M
NorthCoast Asset Management LLC 0.03% Reduce -1.9% 9,302 $5.3M
Qsemble Capital Management, LP 0.71% Add +181.8% 9,308 $5.3M
Choreo, LLC 0.08% Add +33.6% 9,239 $5.3M
Wellington Management Group LLP 0.00% Add +18.2% 9,179 $5.2M
Ashton Thomas Securities, LLC 1.42% Reduce -2.8% 9,055 $5.2M
Act Two Investors LLC 1.00% No change 9,017 $5.1M
Settian Capital LP 3.70% No change 9,000 $5.1M
Thompson Investment Management, Inc. 0.74% Reduce -19.2% 8,982 $5.1M
Ceera Investments, LLC 1.76% Reduce -3.9% 8,973 $5.1M
Kentucky Retirement Systems 0.15% Reduce -1.4% 8,911 $5.1M
Peapack Gladstone Financial Corp. 0.07% Add +9.8% 8,903 $5.1M
Forvis Mazars Wealth Advisors, LLC 0.12% Reduce -2.0% 8,892 $5.1M
Butensky & Cohen Financial Security, Inc. 1.59% Add +0.1% 8,868 $5.1M
Evergreen Capital Management LLC 0.16% Add +4.7% 8,850 $5.1M
CENTRAL TRUST Co 0.12% Reduce -2.5% 8,850 $5.0M
Verdence Capital Advisors LLC 0.40% Add +1.5% 8,825 $5.0M
Ostrum Asset Management 0.43% Add +23.6% 8,809 $5.0M
Tidal Investments LLC 0.04% Reduce -83.4% 8,776 $5.0M
Atria Wealth Solutions, Inc. 0.05% Add +3.0% 8,635 $4.9M
Anchor Investment Management, LLC 0.46% Reduce -0.7% 8,611 $4.9M
Resonant Capital Advisors, LLC 0.36% Reduce -0.4% 8,601 $4.9M
Te Ahumairangi Investment Management Ltd 1.01% Reduce -27.5% 8,504 $4.8M
Stanley-Laman Group, Ltd. 0.67% Reduce -12.6% 8,426 $4.8M
Insight Wealth Strategies, LLC 0.64% Add +10.9% 8,420 $4.8M
Kestra Advisory Services, LLC 0.03% Reduce -60.0% 8,405 $4.8M
Silvant Capital Management LLC 0.20% No change 8,394 $4.8M
Financial Advisors Network, Inc. 0.79% — 8,341 $4.8M
Rossmore Private Capital 0.59% Reduce -0.1% 8,329 $4.7M
Prudential PLC 0.02% Reduce -51.5% 8,311 $4.7M
Meridiem Capital Partners LP 0.44% — 8,295 $4.7M
Richard Bernstein Advisors LLC 0.11% Reduce -27.3% 8,268 $4.7M
Vestor Capital, LLC 0.36% Add +968.2% 8,257 $4.7M
Old National Bancorp 0.11% Add +7.3% 8,196 $4.7M
Meiji Yasuda Asset Management Co Ltd. 0.18% Reduce -4.3% 8,174 $4.7M
3Chopt Investment Partners, LLC 1.59% Reduce -0.6% 8,111 $4.6M
Peddock Capital Advisors, LLC 1.10% Add +0.5% 8,031 $4.6M
Tiaa Trust, National Association 0.01% Add +2.1% 7,966 $4.5M
Cumberland Partners Ltd 0.31% Reduce -33.0% 7,920 $4.5M
Caprock Group, LLC 0.15% Add +9.0% 7,900 $4.5M
Cornerstone Advisors, LLC 0.18% No change 7,900 $4.5M
Hartford Investment Management Co. 0.15% Reduce -4.0% 7,843 $4.5M
MIdWestOne Financial Group, Inc. 0.63% Add +2.0% 7,838 $4.5M
Apollon Wealth Management, LLC 0.10% Add +2.9% 7,794 $4.4M
Ironwood Investment Counsel, LLC 0.76% Reduce -1.0% 7,766 $4.4M
Centaurus Financial, Inc. 0.27% Add +259.6% 7,739 $4.4M
Greenleaf Trust 0.04% Add +0.6% 7,719 $4.4M
Wellington Shields Capital Management, LLC 0.77% No change 7,651 $4.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.07% Reduce -25.6% 7,619 $4.3M
NEOS Investment Management LLC 0.10% Add +65.1% 7,600 $4.3M
HB Wealth Management, LLC 0.04% Add +10.4% 7,538 $4.3M
Modera Wealth Management, LLC 0.05% Add +836.2% 7,499 $4.3M
Fulton Bank, N.A. 0.16% Add +6.2% 7,450 $4.2M
OMERS ADMINISTRATION Corp 0.04% Reduce -4.9% 7,434 $4.2M
Lakewood Asset Management LLC 2.89% Add +0.5% 7,366 $4.2M
Highland Capital Management, LLC 0.24% Reduce -21.4% 7,365 $4.2M
CHICAGO TRUST Co NA 0.77% Reduce -7.3% 7,320 $4.2M
Strategic Financial Services, Inc. 0.25% Reduce -0.4% 7,227 $4.1M
Voleon Capital Management LP 0.30% — 7,200 $4.1M
Diversified Trust Co. 0.10% Reduce -17.1% 7,015 $4.0M
Sequoia Financial Advisors, LLC 0.04% Add +6.3% 7,008 $4.0M
Maryland State Retirement & Pension System 0.09% Reduce -6.6% 6,989 $4.0M
Mesirow Financial Investment Management, Inc. 0.08% Reduce -2.5% 6,953 $4.0M
Barometer Capital Management Inc. 1.58% New 6,757 $3.9M
Weatherly Asset Management L. P. 0.35% No change 6,905 $3.9M
Clear Harbor Asset Management, LLC 0.32% Reduce -1.1% 6,882 $3.9M
Securian Asset Management, Inc. 0.11% Reduce -4.6% 6,876 $3.9M
Shell Asset Management Co. 0.17% Reduce -19.6% 6,809 $3.9M
Louisiana State Employees Retirement System 0.07% Reduce -6.8% 6,800 $3.9M
River Global Investors LLP 0.75% Reduce -30.8% 6,770 $3.9M
Tower Research Capital LLC (TRC) 0.08% Add +133.9% 6,739 $3.8M
Channel Wealth LLC 1.25% Reduce -26.6% 6,737 $3.8M
William B. Walkup & Associates, Inc. 2.42% Reduce -2.3% 6,704 $3.8M
Roundview Capital LLC 0.27% Add +9.7% 6,702 $3.8M
Motley Fool Asset Management LLC 0.20% Add +13.5% 6,698 $3.8M
Jones Financial Companies LLLP 0.00% Add +31.8% 6,655 $3.8M
Cetera Trust Company, N.A 2.46% Reduce -2.0% 6,645 $3.8M
Knollwood Investment Advisory, LLC 0.39% Reduce -62.7% 6,583 $3.8M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -64.5% 6,570 $3.7M
Pring Turner Capital Group Inc. 2.49% Add +0.4% 6,515 $3.7M
Huntington National Bank 0.03% Add +2.0% 6,364 $3.6M
Vinva Investment Management Ltd 0.14% Add +80.5% 6,341 $3.6M
Beck Capital Management, LLC 0.94% Reduce -1.5% 6,239 $3.6M
Twin Tree Management, LP 0.09% Add +24616.0% 6,179 $3.5M
Hudson Portfolio Management LLC 3.44% Reduce -0.8% 6,162 $3.5M
Quantessence Capital LLC 1.44% — 6,156 $3.5M
New Mexico Educational Retirement Board 0.12% Reduce -3.1% 6,152 $3.5M
Connecticut Wealth Management, LLC 0.17% Reduce -0.5% 6,133 $3.5M
D.A. Davidson & Co. 0.03% Add +5.1% 6,060 $3.5M
Benjamin Edwards Inc. 0.05% Add +1.2% 5,989 $3.4M
Gateway Investment Advisers LLC 0.04% Add +25.6% 5,941 $3.4M
Argent Trust Co 0.14% Add +0.9% 5,872 $3.3M
Norinchukin Bank, The 0.07% Add +8.2% 5,853 $3.3M
Clarkston Capital Partners, LLC 0.06% No change 5,840 $3.3M
Phoenix Financial Ltd. 0.05% Reduce -9.0% 5,812 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.16% Reduce -1.9% 5,802 $3.3M
E. Ohman J:or Asset Management AB 0.08% Add +12.8% 5,800 $3.3M
Beacon Financial Group 0.36% Reduce -1.4% 5,791 $3.3M
Praxis Investment Management Inc. 0.21% Reduce -29.4% 5,744 $3.3M
WD Rutherford LLC 1.54% Add +6.1% 5,713 $3.3M
Beese Fulmer Investment Management, Inc. 0.27% Reduce -0.2% 5,625 $3.2M
Y-Intercept (Hong Kong) Ltd 0.21% Reduce -52.6% 5,595 $3.2M
Atlas Capital Advisors Inc. 0.41% Reduce -0.2% 5,591 $3.2M
UMB Bank, n.a. 0.05% Reduce -73.5% 5,566 $3.2M
Blue Trust, Inc. 0.04% Reduce -24.6% 5,548 $3.2M
Schechter Investment Advisors, LLC 0.24% Add +5.0% 5,529 $3.2M
AE Wealth Management LLC 0.03% Reduce -3.9% 5,489 $3.1M
Roanoke Asset Management Corp./ NY 1.01% No change 5,480 $3.1M
Atlantic Edge Private Wealth Management, LLC 0.97% Reduce -1.1% 5,477 $3.1M
Morningstar Investment Services LLC 0.28% Reduce -89.6% 5,466 $3.1M
Hourglass Capital, LLC 0.86% Add +0.6% 5,452 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Add +10.3% 5,418 $3.1M
Aft, Forsyth & Sober, LLC 1.00% No change 5,400 $3.1M
Union Bancaire Privee, UBP SA 0.06% — 5,409 $3.1M
Mgo One Seven LLC 0.12% Add +9.2% 5,357 $3.1M
Metis Global Partners, LLC 0.09% Reduce -8.3% 5,357 $3.1M
BDF-Gestion 0.31% Reduce -11.5% 5,309 $3.0M
Global Trust Asset Management, LLC 1.15% Add +0.3% 5,305 $3.0M
CGN Advisors LLC 0.29% Reduce -5.6% 5,296 $3.0M
Brentview Investment Management LLC 1.71% — 5,295 $3.0M
Oxbow Advisors, LLC 0.36% Add +0.2% 5,291 $3.0M
Brown Advisory Inc. 0.00% Add +2.5% 5,273 $3.0M
Wilmington Savings Fund Society, FSB 0.05% Reduce -6.2% 5,272 $3.0M
Plato Investment Management Ltd 0.22% Add +40.1% 5,212 $3.0M
Tilia Fiduciary Partners, Inc. 2.02% Add +6.4% 5,202 $3.0M
Graphene Investments SAS 2.05% Reduce -21.2% 5,200 $3.0M
Lester Murray Antman dba SimplyRich 0.84% Add +1.0% 5,191 $3.0M
InTrack Investment Management Inc 2.05% Reduce -9.4% 4,940 $2.9M
Oak Thistle LLC 0.87% Add +3.7% 5,117 $2.9M
Hennessy Advisors Inc. 0.09% Reduce -5.6% 5,100 $2.9M
Ethic Inc. 0.06% Add +43.0% 5,042 $2.9M
NJ State Employees Deferred Compensation Plan 0.35% No change 5,000 $2.8M
Trustmark Bank Trust Department 0.21% Reduce -7.6% 4,930 $2.8M
Principal Securities, Inc. 0.06% Add +10.9% 4,889 $2.8M
Petredis Investment Advisors LLC 0.29% Reduce -1.6% 4,880 $2.8M
Spirit of America Management Corp. 0.56% No change 4,845 $2.8M
Claret Asset Management Corp 0.43% Reduce -1.1% 4,788 $2.7M
Eagle Rock Investment Company, LLC 0.45% Reduce -0.4% 4,781 $2.7M
Montag A & Associates Inc. 0.13% Reduce -2.4% 4,763 $2.7M
World Investment Advisors 0.07% Add +5.6% 4,762 $2.7M
Bleakley Financial Group, LLC 0.08% Add +39.6% 4,760 $2.7M
Cadence Bank 0.18% Reduce -4.7% 4,739 $2.7M
Campbell & CO Investment Adviser LLC 0.21% Reduce -45.5% 4,734 $2.7M
Empirical Finance, LLC 0.16% Reduce -1.3% 4,714 $2.7M
Calamos Wealth Management LLC 0.14% Add +0.4% 4,677 $2.7M
Global Retirement Partners, LLC 0.08% Add +52.9% 4,653 $2.7M
Magnetar Financial LLC 0.07% Reduce -97.2% 4,621 $2.6M
CHB Investment Group, LLC 1.43% Add +0.6% 4,607 $2.6M
Silphium Asset Management Ltd 0.95% New 4,580 $2.6M
Kestra Private Wealth Services, LLC 0.04% Add +7.5% 4,578 $2.6M
HMS Capital Management, LLC 1.26% Reduce -0.3% 4,572 $2.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.35% Add +356.0% 4,560 $2.6M
North Star Asset Management Inc. 0.11% No change 4,484 $2.6M
Van Hulzen Asset Management, LLC 0.19% Reduce -3.6% 4,475 $2.6M
Nilsine Partners, LLC 0.27% Add +5.7% 4,450 $2.5M
Aaron Wealth Advisors LLC 0.29% Add +8.0% 4,373 $2.5M
Point72 Asia (Singapore) Pte. Ltd. 0.65% New 4,338 $2.5M
Park Avenue Securities LLC 0.03% Reduce -2.5% 4,285 $2.4M
LGT Fund Management Co Ltd. 0.21% New 4,276 $2.4M
Thoroughbred Financial Services, LLC 0.15% Add +1.0% 4,273 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -2.2% 4,250 $2.4M
&partners 0.03% Add +32.3% 4,175 $2.4M
Citizens Financial Group Inc. 0.05% Add +85.7% 4,233 $2.4M
Holderness Investments Co. 0.53% Reduce -0.4% 4,221 $2.4M
Integrated Wealth Concepts LLC 0.03% Add +3.3% 4,192 $2.4M
Nomura Holdings Inc. 0.01% New 4,179 $2.4M
Gratus Wealth Advisors, LLC 0.38% Reduce -20.9% 4,169 $2.4M
Soltis Investment Advisors LLC 0.22% Reduce -6.4% 4,169 $2.4M
HM Payson & Co. 0.04% Reduce -0.1% 4,132 $2.4M
Siemens Fonds Invest GmbH 0.25% Reduce -5.6% 4,109 $2.3M
Signaturefd, LLC 0.04% Add +3.9% 4,102 $2.3M
Aptus Capital Advisors, LLC 0.03% Add +1.8% 4,087 $2.3M
Cove Private Wealth, LLC 1.43% No change 4,075 $2.3M
Abundance Wealth Counselors 0.51% Add +0.1% 4,074 $2.3M
Signet Financial Management, LLC 0.30% Add +1.3% 4,065 $2.3M
Ashton Thomas Private Wealth, LLC 0.09% Add +2.9% 4,050 $2.3M
Mainstay Capital Management LLC 0.35% Add +28.8% 4,052 $2.3M
Guggenheim Capital LLC 0.02% Reduce -34.6% 4,049 $2.3M
MAI Capital Management 0.02% Add +1.9% 4,043 $2.3M
Wynn Capital, LLC 1.45% No change 4,043 $2.3M
Entropy Technologies, LP 0.24% New 4,036 $2.3M
Vestcor Inc 0.08% Reduce -1.7% 4,035 $2.3M
IAM Advisory, LLC 0.58% Add +1.2% 4,030 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -1.9% 4,030 $2.3M
HighPoint Advisor Group LLC 0.12% Reduce -2.2% 3,745 $2.3M
Mork Capital Management, LLC 1.50% No change 4,000 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.2% 3,978 $2.3M
Graham Capital Management, L.P. 0.11% Add +57.9% 3,971 $2.3M
Allstate Corp. 0.07% New 3,903 $2.2M
Meridian Investment Counsel Inc. 0.66% Reduce -27.9% 3,898 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -0.3% 3,882 $2.2M
Value Partners Investments Inc. 1.25% Reduce -1.9% 3,880 $2.2M
Shelton Capital Management 0.05% Reduce -28.4% 3,867 $2.2M
Keybank National Association 0.01% Add +1.4% 3,823 $2.2M
Canandaigua National Bank & Trust Co. 0.21% Reduce -2.4% 3,800 $2.2M
Mechanics Bank Trust Department 0.29% No change 3,779 $2.2M
Meeder Advisory Services, Inc. 0.13% Add +1.4% 3,773 $2.2M
SVB Wealth LLC 0.04% New 3,749 $2.1M
Allworth Financial LP 0.01% Add +25.4% 3,628 $2.1M
Cairn Investment Group, Inc. 1.24% Reduce -0.2% 3,715 $2.1M
Bey-Douglas LLC 1.82% Reduce -0.5% 3,711 $2.1M
Vident Advisory, LLC 0.04% Reduce -60.1% 3,649 $2.1M
Pensionfund Sabic 0.55% Add +49.0% 3,650 $2.1M
Townsquare Capital LLC 0.02% Reduce -1.3% 3,644 $2.1M
Navalign, LLC 0.61% Add +0.1% 3,638 $2.1M
Fiduciary Trust Co 0.03% Add +0.0% 3,634 $2.1M
First Hawaiian Bank 0.07% Reduce -6.5% 3,600 $2.1M
Persistent Asset Partners Ltd 1.75% — 3,433 $2.0M
Avantax Advisory Services, Inc. 0.01% Reduce -18.6% 3,557 $2.0M
Hanson & Doremus Investment Management 0.32% Reduce -5.7% 3,547 $2.0M
United Capital Financial Advisors, LLC 0.02% Add +4.4% 3,542 $2.0M
C WorldWide Group Holding A/S 0.02% Reduce -18.4% 3,536 $2.0M
Fidelis Capital Partners, LLC 0.20% Add +5.5% 3,355 $2.0M
AMG National Trust Bank 0.06% Add +0.2% 3,509 $2.0M
Ironwood Investment Management LLC 0.99% No change 3,490 $2.0M
Moors & Cabot, Inc. 0.09% Add +21.4% 3,474 $2.0M
QV Investors Inc. 0.20% Reduce -1.7% 3,439 $2.0M
Eley Financial Management, Inc 0.76% Reduce -0.7% 3,416 $1.9M
Coldstream Capital Management Inc. 0.04% Add +3.7% 3,414 $1.9M
SS&H Financial Advisors, Inc. 0.71% No change 3,400 $1.9M
MGB Wealth Management, LLC 0.60% Add +1.2% 3,395 $1.9M
Estate Counselors, LLC 0.21% No change 3,385 $1.9M
Simplex Trading, LLC 0.05% New 3,381 $1.9M
Westwood Holdings Group Inc. 0.01% Reduce -14.6% 3,375 $1.9M
Sanders Morris Harris LLC 0.29% No change 3,370 $1.9M
Wahed Invest LLC 0.32% Add +6.0% 3,339 $1.9M
Woodline Partners LP 0.01% New 3,318 $1.9M
Providence First Trust Co 0.70% Add +0.8% 3,288 $1.9M
Confluence Wealth Services, Inc. 0.12% Reduce -4.7% 3,134 $1.9M
Knightsbridge Asset Management, LLC 0.44% Add +2.2% 3,259 $1.9M
Center for Financial Planning, Inc. 0.25% No change 3,248 $1.9M
GF Fund Management Co. LTD. 0.04% — 3,242 $1.8M
Pflug Koory, LLC 0.12% Reduce -4.3% 3,231 $1.8M
ZEGA Investments, LLC 0.54% — 3,095 $1.8M
Bank of Hawaii 0.10% Reduce -13.5% 3,182 $1.8M
Roof Eidam Maycock Peralta, LLC 0.47% No change 3,165 $1.8M
GAMMA Investing LLC 0.15% Add +17.1% 3,160 $1.8M
Argonautica Private Wealth Management, Inc. 0.58% Reduce -0.1% 3,158 $1.8M
Cunning Capital Partners, LP 1.08% No change 3,155 $1.8M
Fox Hill Wealth Management 1.02% Add +0.1% 3,149 $1.8M
Transatlantique Private Wealth LLC 0.68% Add +32.8% 3,145 $1.8M
Kingsview Wealth Management, LLC 0.03% Add +1.2% 3,123 $1.8M
Argus Investors' Counsel, Inc. 1.18% Reduce -32.1% 3,103 $1.8M
Fred Alger Management, LLC 0.01% Add +95.5% 3,091 $1.8M
Zhang Financial LLC 0.10% Reduce -27.0% 3,081 $1.8M
Mutual Advisors, LLC 0.05% Reduce -2.8% 2,947 $1.8M
Tocqueville Asset Management L.P. 0.03% No change 3,068 $1.7M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -8.6% 3,039 $1.7M
Denali Advisors LLC 0.18% Reduce -2.6% 3,028 $1.7M
Kendall Capital Management 0.50% Add +11.0% 3,019 $1.7M
Hancock Whitney Corp. 0.05% Add +4.0% 3,007 $1.7M
BIP Wealth, LLC 0.11% Reduce -4.3% 2,988 $1.7M
Ascent Group, LLC 0.13% Add +2.0% 2,972 $1.7M
Essex Financial Services, Inc. 0.12% Add +3.7% 2,959 $1.7M
Dynasty Wealth Management, LLC 0.03% Add +21.1% 2,958 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.6% 2,949 $1.7M
Cypress Capital Group 0.20% Reduce -8.1% 2,929 $1.7M
Convergence Investment Partners, LLC 0.37% Add +325.3% 2,913 $1.7M
Meiji Yasuda Life Insurance Co 0.03% Add +0.2% 2,908 $1.7M
Bray Capital Advisors 0.45% No change 2,902 $1.7M
Texas Yale Capital Corp. 0.07% Add +0.7% 2,891 $1.6M
Glenview Trust Co 0.03% Reduce -3.6% 2,889 $1.6M
Great Waters Wealth Management 0.21% Add +188.8% 2,871 $1.6M
Roxbury Financial LLC 1.58% — 2,601 $1.6M
Prospera Financial Services Inc 0.04% Add +10.9% 2,838 $1.6M
Regions Financial Corp. 0.01% Reduce -2.5% 2,837 $1.6M
Great Lakes Retirement, Inc. 0.21% Reduce -66.1% 2,824 $1.6M
MPS Loria Financial Planners, LLC 0.48% Add +0.1% 2,820 $1.6M
Redwood Investment Management, LLC 0.16% Add +1.9% 2,819 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +7.5% 2,787 $1.6M
Cooper Financial Group 0.19% Add +7.3% 2,778 $1.6M
Wesbanco Bank Inc. 0.05% Reduce -1.9% 2,773 $1.6M
SteelPeak Wealth, LLC 0.07% Reduce -24.8% 2,756 $1.6M
Western Wealth Management, LLC 0.08% Reduce -9.5% 2,748 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +4.1% 2,733 $1.6M
Jump Financial, LLC 0.03% Add +48.5% 2,727 $1.6M
Qtron Investments LLC 0.22% Add +16.4% 2,723 $1.6M
Integrated Advisors Network LLC 0.07% Reduce -0.8% 2,689 $1.5M
APG Asset Management US Inc. 0.01% Reduce -45.9% 2,680 $1.5M
Sfmg, LLC 0.12% Add +22.9% 2,657 $1.5M
Beverly Hills Private Wealth, LLC 0.31% Add +8.1% 2,651 $1.5M
First National Trust Co 0.06% Reduce -1.6% 2,633 $1.5M
Venturi Wealth Management, LLC 0.07% Add +3.1% 2,632 $1.5M
Titleist Asset Management, LLC 0.17% Reduce -5.4% 2,621 $1.5M
Lee Danner & Bass Inc. 0.12% No change 2,620 $1.5M
CW Advisors, LLC 0.02% Add +6.3% 2,619 $1.5M
GeoWealth Management, LLC 0.05% Reduce -3.8% 2,577 $1.5M
Claro Advisors Inc. 0.20% Add +7.7% 2,571 $1.5M
Legacy Capital Wealth Management, LLC 1.45% — 2,570 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.71% No change 2,554 $1.5M
Heritage Trust Co 0.17% — 2,549 $1.5M
Abn Amro Investment Solutions 0.03% Add +0.5% 2,532 $1.4M
AMF Tjanstepension AB 0.01% New 2,523 $1.4M
Brighton Jones LLC 0.04% Add +46.3% 2,523 $1.4M
Kornitzer Capital Management Inc. 0.03% Reduce -23.7% 2,500 $1.4M
Haven Private, LLC 0.79% — 2,487 $1.4M
Mission Wealth Management, LP 0.03% Add +49.5% 2,486 $1.4M
Parallel Advisors, LLC 0.03% Add +0.2% 2,485 $1.4M
Lineweaver Wealth Advisors, LLC 0.26% Add +0.6% 2,484 $1.4M
Hantz Financial Services, Inc. 0.02% Reduce -0.4% 2,479 $1.4M
Stablepoint Partners, LLC 0.26% Add +3.6% 2,461 $1.4M
Flputnam Investment Management Co. 0.03% Add +0.2% 2,451 $1.4M
Syon Capital LLC 0.13% Reduce -7.1% 2,450 $1.4M
Agf Management Ltd. 0.01% Reduce -70.3% 2,443 $1.4M
Neumann Capital Management, LLC 0.46% No change 2,440 $1.4M
Rehmann Capital Advisory Group 0.09% Add +1.4% 2,436 $1.4M
SeaCrest Wealth Management, LLC 0.15% Reduce -1.5% 2,432 $1.4M
One Wealth Advisors, LLC 0.20% Add +7.5% 2,414 $1.4M
Pitcairn Co. 0.08% Reduce -3.2% 2,414 $1.4M
IFP Advisors, Inc 0.04% Add +82.1% 2,407 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +0.9% 2,404 $1.4M
Counterpoint Mutual Funds LLC 0.17% New 2,399 $1.4M
Capital Investment Advisors, LLC 0.03% Add +29.0% 2,379 $1.4M
CPC Advisors, LLC 0.18% Add +106.6% 2,363 $1.3M
Choate Investment Advisors 0.03% Add +5.5% 2,361 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +0.6% 2,351 $1.3M
Sigma Planning Corp 0.04% Reduce -7.5% 2,312 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Add +111.9% 8,135 $1.3M
Groupama Asset Managment 0.03% Reduce -4.5% 2,295 $1.3M
EPG Wealth Management LLC 0.34% Reduce -41.4% 2,295 $1.3M
Copperwynd Financial, LLC 0.36% Add +1.0% 2,294 $1.3M
Investment Advisory Services Inc. /TX 0.46% Reduce -1.0% 2,291 $1.3M
Quadrant Capital Group LLC 0.09% Reduce -8.7% 2,287 $1.3M
Mount Lucas Management LP 0.45% Reduce -5.0% 2,281 $1.3M
Marex Group Ltd 0.02% Reduce -95.1% 2,280 $1.3M
Schear Investment Advisers, LLC 0.69% Add +35.2% 2,277 $1.3M
Concourse Financial Group Securities, Inc. 0.07% Reduce -38.8% 2,220 $1.3M
Waverly Advisors, LLC 0.02% Add +17.9% 2,275 $1.3M
Machina Capital S.A.S. 0.54% Reduce -52.6% 2,266 $1.3M
Montecito Bank & Trust 0.22% Reduce -16.6% 2,251 $1.3M
Oxford Wealth Group, LLC 0.83% Add +4.2% 2,241 $1.3M
Jacobi Capital Management LLC 0.09% Reduce -7.2% 2,216 $1.3M
Abc Arbitrage SA 0.18% — 2,214 $1.3M
Integrated Investment Consultants, LLC 0.26% Add +3.9% 2,198 $1.3M
AXS Investments LLC 0.35% Reduce -5.8% 2,193 $1.2M
RFG Advisory, LLC 0.04% Reduce -1.0% 2,190 $1.2M
Aspire Private Capital, LLC 0.31% Add +1.0% 2,186 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +5.7% 2,172 $1.2M
Independent Advisor Alliance 0.02% Add +38.0% 2,163 $1.2M
Ofi Invest Asset Management 0.03% — 2,230 $1.2M
Kathmere Capital Management, LLC 0.11% Add +7.9% 2,149 $1.2M
DAVENPORT & Co LLC 0.01% Add +6.1% 2,147 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -1.9% 2,146 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -17.0% 2,142 $1.2M
Private Trust Co. NA 0.13% Add +4.2% 2,142 $1.2M
New Age Alpha Advisors, LLC 0.05% New 2,124 $1.2M
Caldwell Trust Co 0.13% Reduce -40.6% 2,109 $1.2M
Kingswood Wealth Advisors, LLC 0.09% Add +38.3% 2,109 $1.2M
Dean Investment Associates, LLC 0.17% Reduce -7.6% 2,107 $1.2M
Jain Global LLC 0.04% — 2,101 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -31.5% 2,100 $1.2M
Farther Finance Advisors, LLC 0.04% Reduce -0.6% 2,099 $1.2M
Canada Post Corp Registered Pension Plan 0.07% — 2,095 $1.2M
Lake Street Advisors Group, LLC 0.06% Add +5.0% 2,092 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +3.0% 2,090 $1.2M
Pinnacle Financial Partners Inc 0.02% Add +9.1% 2,075 $1.2M
Harvest Fund Management Co., Ltd 0.05% Add +4835.7% 2,073 $1.2M
Wellington Shields & Co., LLC 0.36% Reduce -12.3% 2,064 $1.2M
Capital Management Associates 1.38% Reduce -14.6% 2,050 $1.2M
Wedmont Private Capital 0.06% Add +9.8% 2,003 $1.2M
Howe & Rusling Inc. 0.10% Reduce -77.5% 2,031 $1.2M
Leisure Capital Management 0.45% Reduce -2.4% 2,031 $1.2M
Bailard, Inc. 0.03% Reduce -36.4% 2,012 $1.1M
EverSource Wealth Advisors, LLC 0.06% Add +7.7% 2,007 $1.1M
Horizon Investments, LLC 0.03% Add +1.6% 2,006 $1.1M
Wealthcare Advisory Partners LLC 0.03% Add +0.8% 2,005 $1.1M
Avantax Planning Partners, Inc. 0.04% Add +0.1% 2,001 $1.1M
Supplemental Annuity Collective Trust of NJ 0.34% No change 2,000 $1.1M
PDT Partners, LLC 0.10% New 2,000 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +8.4% 1,996 $1.1M
Exchange Traded Concepts, LLC 0.02% Reduce -65.3% 1,988 $1.1M
Personal Cfo Solutions, LLC 0.22% Reduce -5.4% 1,987 $1.1M
Moody National Bank Trust Division 0.12% Reduce -4.5% 1,985 $1.1M
Field & Main Bank 0.40% Add +0.8% 1,978 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +300.6% 1,975 $1.1M
Peoples Bank 0.78% No change 1,975 $1.1M
FourThought Financial Partners, LLC 0.12% New 1,968 $1.1M
Resources Management Corp. /CT/ 0.15% Add +9.6% 1,945 $1.1M
Perpetual Ltd 0.01% Add +13.5% 1,937 $1.1M
Csenge Advisory Group 0.06% Reduce -19.9% 1,934 $1.1M
First Community Trust NA 0.78% No change 1,925 $1.1M
Pine Valley Investments Ltd Liability Co 0.07% No change 1,917 $1.1M
Forum Financial Management, LP 0.02% Add +0.7% 1,906 $1.1M
Sard Wealth Management Group, LLC 0.73% Add +0.2% 1,906 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -6.1% 1,905 $1.1M
TD Private Client Wealth LLC 0.03% Add +18.7% 1,891 $1.1M
Pines Wealth Management, LLC 0.47% — 1,843 $1.1M
Boothbay Fund Management, LLC 0.03% Reduce -91.0% 1,880 $1.1M
Fiduciary Group, LLC 0.11% Reduce -0.2% 1,878 $1.1M
Equitable Trust Co. 0.06% Reduce -0.8% 1,875 $1.1M
Mufg Securities Americas Inc. 0.14% — 1,874 $1.1M
Unique Wealth Strategies, LLC 0.47% Reduce -2.6% 1,864 $1.1M
Hilltop Holdings Inc. 0.07% Add +26.8% 1,860 $1.1M
Semmax Financial Advisors Inc. 0.28% Add +1.1% 1,754 $1.1M
Banco Santander, S.A. 0.01% Add +311.1% 1,854 $1.1M
Arkadios Wealth Advisors 0.06% Reduce -1.8% 1,846 $1.1M
Montanova Capital, LLC 0.04% No change 1,830 $1.0M
McBroom & Associates, LLC 0.59% Add +4.7% 1,816 $1.0M
Peterson Wealth Management 0.61% Reduce -4.6% 1,810 $1.0M
West Family Investments, Inc. 0.36% Add +8.5% 1,801 $1.0M
Paradigm Asset Management Co. LLC 0.28% Add +12.5% 1,800 $1.0M
Summit Trail Advisors, LLC 0.04% Add +28.2% 1,796 $1.0M
One Capital Management, LLC 0.03% No change 1,797 $1.0M
Boston Trust Walden Corp 0.01% Add +8.1% 1,795 $1.0M
Profund Advisors LLC 0.04% Reduce -16.9% 1,785 $1.0M
Impax Asset Management Group plc 0.00% Reduce -1.2% 1,783 $1.0M
Ameritas Advisory Services, LLC 0.04% Add +44.3% 1,778 $1.0M
Garrison Point Advisors, LLC 0.48% New 1,770 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Add +14.2% 1,758 $1.0M
Bristlecone Advisors, LLC 0.08% No change 1,750 $997K
Clare Market Investments LLC 0.24% Add +16.7% 1,745 $994K
Caxton Associates LP 0.03% Reduce -43.6% 1,738 $991K
Clearstead Advisors, LLC 0.01% Reduce -25.1% 1,735 $989K
Bank of Stockton 0.30% Reduce -5.1% 1,731 $987K
Heritage Family Offices, LLP 0.49% Reduce -42.6% 1,729 $985K
Pallas Capital Advisors LLC 0.04% Add +200.0% 1,725 $983K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -18.1% 1,711 $975K
Seascape Capital Management 0.34% Reduce -2.7% 1,711 $975K
Synovus Financial Corp. 0.01% Reduce -50.2% 1,690 $965K
Concurrent Investment Advisors, LLC 0.03% Reduce -2.0% 1,677 $956K
Unique Wealth, LLC 0.20% Add +10.0% 1,672 $953K
Monument Capital Management 0.26% No change 1,670 $952K
Voya Financial Advisors, Inc. 0.10% Add +9.1% 1,667 $951K
Belpointe Asset Management LLC 0.06% Add +6.3% 1,685 $945K
Klein Pavlis & Peasley Financial, Inc. 0.76% Reduce -1.0% 1,647 $939K
Carlson Capital Management 0.04% Add +0.3% 1,635 $932K
Charter Research & Investment Group, Inc. 0.71% No change 1,634 $931K
Quantum Portfolio Management LLC 0.50% Reduce -17.3% 1,622 $924K
Prime Capital Investment Advisors, LLC 0.01% Add +0.8% 1,621 $924K
Peak Retirement Planning, Inc. 0.62% — 1,668 $919K
LBP Am SA 0.01% New 1,607 $916K
Vise Technologies, Inc. 0.08% Add +129.7% 1,601 $912K
Western Financial Corp 0.50% Add +4.3% 1,595 $909K
Trust Asset Management LLC 0.07% No change 1,588 $905K
Thomasville National Bank 0.07% Reduce -0.3% 1,586 $904K
Hilltop National Bank 0.27% Reduce -58.6% 1,584 $903K
Guardian Wealth Advisors, LLC / NC 0.07% Add +1.3% 1,583 $902K
Dakota Wealth Management 0.02% Add +2.8% 1,582 $902K
Hillsdale Investment Management Inc. 0.05% Add +6.8% 1,580 $900K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +9.1% 1,578 $899K
Twin Capital Management Inc. 0.10% Reduce -1.8% 1,571 $895K
Penserra Capital Management LLC 0.02% Add +46.6% 1,576 $895K
J. W. Coons Advisors, LLC 0.23% Reduce -8.7% 1,570 $895K
Morningstar Investment Management LLC 0.07% No change 1,564 $891K
Performance Wealth Partners, LLC 0.03% Reduce -16.2% 1,563 $891K
Coastline Trust Co 0.10% Reduce -6.0% 1,560 $889K
Silvercrest Asset Management Group LLC 0.01% Reduce -0.8% 1,552 $885K
Snowden Capital Advisors LLC 0.03% Reduce -3.1% 1,549 $884K
CSS LLC 0.17% Reduce -13.9% 1,550 $883K
Nicholas Hoffman & Company, LLC. 0.04% Reduce -12.8% 1,539 $877K
Quadcap Wealth Management, LLC 0.13% Reduce -2.4% 1,537 $876K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 1,449 $876K
Strategic Investment Advisors / MI 0.09% Reduce -10.2% 1,534 $874K
TCI Wealth Advisors, Inc. 0.07% Add +0.1% 1,531 $873K
Avestar Capital, LLC 0.08% Add +20.4% 1,526 $871K
Black Diamond Financial, LLC 0.13% No change 1,525 $869K
International Assets Investment Management, LLC 0.07% Reduce -6.2% 1,531 $867K
Petrus Trust Company, LTA 0.08% New 1,519 $866K
Meridian Wealth Management, LLC 0.04% Reduce -1.2% 1,516 $864K
Wedbush Securities Inc. 0.03% Reduce -37.6% 1,509 $860K
Douglass Winthrop Advisors, LLC 0.02% Add +15.3% 1,505 $858K
Deltec Asset Management LLC 0.17% No change 1,500 $855K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 1,500 $855K
First Financial Bankshares Inc 0.02% No change 1,500 $855K
Relyea Zuckerberg Hanson LLC 0.11% Reduce -3.0% 1,498 $854K
Tectonic Advisors LLC 0.06% Add +12.4% 1,493 $851K
Gladstone Institutional Advisory LLC 0.04% Add +63.7% 1,488 $848K
Arete Wealth Advisors, LLC 0.06% Reduce -0.6% 1,489 $846K
Greater Midwest Financial Group, LLC 0.53% Reduce -4.6% 1,482 $845K
Intellectus Partners, LLC 0.19% Reduce -6.9% 1,478 $843K
Seed Wealth Management, Inc. 0.68% No change 1,474 $840K
Capital Advisors Inc. 0.02% Add +0.1% 1,471 $838K
River Wealth Advisors LLC 0.11% Reduce -0.4% 1,463 $834K
Colonial River Investments, LLC 0.40% Add +6.5% 1,462 $833K
Founders Capital Management, LLC 0.15% Add +28.6% 1,462 $833K
Thrive Wealth Management, LLC 0.15% Reduce -2.5% 1,460 $832K
Compagnie Lombard Odier SCmA 0.01% Reduce -35.4% 1,460 $832K
Flagship Harbor Advisors, LLC 0.04% Add +5.4% 1,459 $831K
Victrix Investment Advisors 0.60% — 1,454 $829K
Stephens Inc. 0.01% Reduce -4.1% 1,443 $822K
Strategy Asset Managers LLC 0.16% Reduce -17.4% 1,435 $818K
Waldron Private Wealth LLC 0.03% Add +7.1% 1,430 $816K
WealthPLAN Partners, LLC 0.12% Add +0.6% 1,430 $815K
Kintra Wealth, LLC 0.56% Add +0.3% 1,419 $808K
Sequent Planning LLC 0.29% Reduce -0.9% 1,408 $802K
Castle Rock Wealth Management, LLC 0.19% Reduce -1.4% 1,350 $802K
Excalibur Management Corp. 0.32% Reduce -1.3% 1,404 $800K
Thomas Story & Son LLC 0.33% No change 1,400 $798K
EHP Funds Inc. 0.82% Reduce -48.1% 1,400 $798K
Optimum Investment Advisors 0.35% No change 1,400 $798K
Catalyst Funds Management Pty Ltd 0.20% Add +55.6% 1,400 $798K
Everhart Financial Group, Inc. 0.16% Add +1.6% 1,397 $796K
Equitable Holdings, Inc. 0.01% Reduce -19.8% 1,397 $796K
Empower Advisory Group, LLC 0.00% Reduce -2.9% 1,397 $796K
Smartleaf Asset Management LLC 0.08% Add +13.0% 1,389 $793K
Keystone Financial Services 0.30% Add +2.7% 1,387 $791K
Hager Investment Management Services, LLC 0.49% — 1,381 $787K
DRW Securities, LLC 0.05% New 1,380 $786K
Old Port Advisors 0.22% Reduce -21.5% 1,367 $779K
Fairtree Asset Management (Pty) Ltd 0.74% — 1,363 $777K
FSB Premier Wealth Management, Inc. 0.31% Reduce -4.2% 1,355 $772K
Virtue Capital Management, LLC 0.16% Reduce -0.4% 1,354 $772K
Central Bank & Trust Co. 0.12% Add +0.3% 1,350 $769K
Summit Financial, LLC 0.03% Add +19.7% 1,347 $769K
NorthRock Partners, LLC 0.03% Reduce -4.0% 1,346 $768K
Sage Mountain Advisors LLC 0.06% Add +103.8% 1,345 $766K
Forza Wealth Management, LLC 0.35% No change 1,334 $760K
Ossiam 0.01% Add +13.5% 1,332 $759K
Valeo Financial Advisors, LLC 0.02% Reduce -1.3% 1,332 $759K
Cigna Investments Inc. 0.13% Reduce -2.1% 1,331 $759K
SG Americas Securities, LLC 0.00% Reduce -96.7% 1,330 $758K
HF Advisory Group, LLC 0.35% Add +19.4% 1,324 $754K
Washington Trust Bank 0.07% Add +5.0% 1,321 $753K
Baldwin Investment Management, LLC 0.10% Reduce -18.4% 1,320 $752K
SGL Investment Advisors, Inc. 0.39% New 1,264 $752K
Community Bank, N.A. 0.10% Reduce -25.6% 1,310 $747K
Chicago Partners Investment Group LLC 0.02% Add +85.0% 1,262 $745K
Kane Investment Management, Inc. 0.41% — 1,301 $741K
Daymark Wealth Partners, LLC 0.03% Reduce -2.9% 1,287 $734K
Harbour Investments, Inc. 0.02% Add +8.1% 1,277 $728K
Islay Capital Management, LLC 0.51% Add +4992.0% 1,273 $725K
Golden State Wealth Management, LLC 0.11% — 1,268 $723K
Checchi Capital Advisers, LLC 0.05% Reduce -1.3% 1,264 $720K
AlphaQuest LLC 0.10% Reduce -34.1% 1,260 $718K
Stockman Wealth Management, Inc. 0.11% Reduce -57.0% 1,259 $718K
Wealthspire Advisors, LLC 0.01% Reduce -20.5% 1,258 $717K
Perigon Wealth Management, LLC 0.02% Reduce -3.2% 1,198 $713K
Avantra Family Wealth, Inc. 0.67% — 1,251 $713K
Ridgecrest Wealth Partners, LLC 0.39% No change 1,246 $710K
Sara-Bay Financial 0.26% Reduce -1.5% 1,241 $708K
KCM Investment Advisors LLC 0.02% Reduce -12.7% 1,238 $706K
Humankind Investments LLC 0.18% Reduce -5.9% 1,237 $705K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.8% 1,237 $705K
Buckley Wealth Management, LLC 0.22% Add +2.5% 1,235 $704K
Bridgefront Capital, LLC 0.24% Reduce -44.4% 1,233 $703K
Larson Financial Group LLC 0.04% Add +8.0% 1,232 $702K
Jackson Square Capital, LLC 0.17% Reduce -44.0% 1,227 $699K
Community Bank & Trust, Waco, Texas 0.16% Reduce -2.0% 1,225 $698K
Institute for Wealth Management, LLC. 0.09% No change 1,216 $693K
Aries Wealth Management 0.19% No change 1,208 $688K
Basepoint Wealth LLC 0.55% Reduce -0.7% 1,208 $688K
Legal Advantage Investments, Inc. 0.36% No change 1,201 $684K
111 Capital 0.14% — 1,200 $684K
Twin Focus Capital Partners, LLC 0.10% No change 1,200 $684K
Sherbrooke Park Advisers LLC 0.22% Reduce -25.4% 1,195 $681K
Drucker Wealth 3.0, LLC 0.16% Reduce -6.8% 1,191 $679K
Winnacle Wealth LLC 0.67% — 1,385 $676K
V-Square Quantitative Management LLC 0.10% Add +4.7% 1,182 $674K
Benchmark Investment Advisors LLC 0.44% Reduce -24.4% 1,178 $671K
Quent Capital, LLC 0.07% Add +1.7% 1,178 $671K
Bokf, NA 0.01% Add +5.8% 1,147 $667K
HBK Sorce Advisory LLC 0.02% Reduce -0.5% 1,170 $667K
Eldridge Investment Advisors, Inc. 0.15% No change 1,165 $664K
Williams Jones Wealth Management, LLC. 0.01% Reduce -8.0% 1,150 $655K
Clear Creek Financial Management, LLC 0.07% Reduce -0.3% 1,145 $652K
Geneos Wealth Management Inc. 0.02% Add +5.6% 1,144 $652K
Family Firm, Inc. 0.14% Add +0.1% 1,142 $651K
StoneX Group Inc. 0.04% Add +105.6% 1,139 $650K
Lindbrook Capital, LLC 0.06% Reduce -1.4% 1,132 $645K
SOL Capital Management CO 0.07% Reduce -34.7% 1,130 $644K
Kintegral Advisory, LLC 0.06% Reduce -4.4% 1,126 $643K
Ontario Teachers Pension Plan Board 0.01% New 1,125 $641K
Cresset Asset Management, LLC 0.00% Reduce -90.2% 1,121 $639K
Meriwether Wealth & Planning, LLC 0.45% — 1,113 $634K
Old North State Trust, LLC 0.40% Reduce -2.7% 1,107 $631K
Moneta Group Investment Advisors LLC 0.01% Add +18.6% 1,107 $631K
Scientech Research LLC 0.18% New 1,106 $630K
Twin City Private Wealth, LLC 0.56% Reduce -13.6% 1,102 $629K
Clarius Group, LLC 0.04% Reduce -8.6% 1,094 $623K
Cerro Pacific Wealth Advisors LLC 0.20% Add +3.0% 1,251 $619K
Silver Oak Securities, Incorporated 0.06% Add +124.2% 1,083 $618K
Balboa Wealth Partners 0.14% Add +71.5% 1,077 $614K
Roehl & Yi Investment Advisors, LLC 0.34% — 1,076 $613K
Davidson Trust Co. 0.32% No change 1,074 $612K
TruWealth Advisors, LLC 0.04% Add +9.2% 1,073 $612K
Compound Planning, Inc. 0.03% Add +24.8% 1,072 $611K
Brooklyn Investment Group 0.18% Add +2.6% 1,068 $609K
OneAscent Financial Services LLC 0.05% Add +53.4% 1,054 $601K
DeDora Capital, Inc. 0.16% Add +1.4% 1,054 $601K
KLCM Advisors, Inc. 0.07% No change 1,045 $596K
Venture Visionary Partners LLC 0.02% Add +39.6% 1,029 $586K
SageView Advisory Group, LLC 0.03% Add +7.9% 1,028 $586K
Dark Forest Capital Management LP 0.09% Add +81.4% 1,025 $584K
Isthmus Partners, LLC 0.07% No change 1,020 $581K
Trilogy Capital Inc. 0.03% Reduce -2.0% 1,019 $581K
Avant Financial Advisors LLC 0.53% — 1,014 $578K
Graypoint LLC 0.03% Add +3.9% 1,006 $573K
Central Pacific Bank - Trust Division 0.08% Reduce -33.4% 1,002 $571K
Virtu Financial LLC 0.03% New 1,000 $570K
Financially Speaking Inc 0.39% — 1,000 $570K
Opal Wealth Advisors, LLC 0.17% Add +4.2% 1,000 $570K
Harbor Advisors LLC 0.09% No change 1,000 $570K
Strategic Wealth Partners, Ltd. 0.05% Add +42.7% 942 $568K
IHT Wealth Management, LLC 0.02% Reduce -11.8% 989 $564K
Coign Capital Advisors LLC 0.52% — 984 $561K
Sendero Wealth Management, LLC 0.08% No change 984 $561K
D'Orazio & Associates, Inc. 0.08% Reduce -0.8% 984 $561K
Arlington Trust Co LLC 0.12% No change 984 $561K
BayBridge Capital Group, LLC 0.41% Reduce -0.4% 982 $560K
Cobblestone Capital Advisors LLC 0.03% Reduce -39.9% 980 $559K
Plancorp, LLC 0.02% Add +1.4% 980 $559K
First City Capital Management, Inc. 0.30% No change 977 $557K
Courier Capital LLC 0.04% Reduce -9.3% 975 $556K
Carnegie Investment Counsel 0.02% Add +0.2% 972 $554K
Edgestream Partners, L.P. 0.02% Reduce -19.0% 971 $553K
Transcend Capital Advisors, LLC 0.04% Add +3.4% 969 $552K
iSAM Funds (UK) Ltd 0.41% New 962 $548K
Bank of Marin 0.43% No change 960 $547K
Mitchell McLeod Pugh & Williams Inc. 0.11% Reduce -11.2% 959 $547K
Evoke Wealth, LLC 0.02% Add +22.8% 955 $545K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -3.9% 954 $544K
Twin Peaks Wealth Advisors, LLC 0.23% Add +2.8% 953 $543K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.2% 952 $543K
PDS Planning, Inc 0.05% Reduce -0.1% 947 $540K
Bremer Bank National Association 0.11% Reduce -92.1% 945 $539K
Stratos Investment Management, LLC 0.03% Reduce -14.2% 940 $536K
Sompo Asset Management Co., Ltd. 0.09% Add +40.3% 940 $536K
Simmons Bank 0.04% Reduce -9.7% 936 $533K
First Western Trust Bank 0.02% Add +2.0% 931 $531K
Graves Light Lenhart Wealth, Inc. 0.07% No change 930 $530K
Archford Capital Strategies, LLC 0.08% Reduce -2.0% 929 $529K
Sagespring Wealth Partners, LLC 0.01% — 928 $529K
Fisher Asset Management 0.00% Reduce -25.7% 923 $526K
CWA Asset Management Group, LLC 0.03% Add +9.5% 921 $525K
Prestige Wealth Management Group LLC 0.11% Add +0.9% 919 $524K
Austin Private Wealth, LLC 0.05% Reduce -8.4% 920 $524K
Operose Advisors LLC 0.18% Reduce -5.1% 917 $523K
Financial Counselors Inc. 0.01% No change 916 $522K
Catalyst Financial Partners LLC 0.10% Add +5.8% 910 $519K
IFC Advisors LLC 0.11% — 908 $517K
S.A. Mason LLC 0.27% No change 900 $513K
Systematic Alpha Investments, LLC 0.02% No change 900 $513K
Veltria Advisors Corp. 0.21% Add +2.2% 898 $512K
Vista Investment Partners Ii, LLC 0.30% — 896 $511K
Howard Capital Management, LLC 0.01% Add +4.6% 888 $506K
Pacific Sage Partners, LLC 0.11% No change 881 $502K
Centiva Capital, LP 0.02% Reduce -86.4% 879 $501K
E Fund Management Co., Ltd. 0.03% Add +60.9% 877 $500K
Advus Financial Partners, LLC 0.14% Reduce -0.2% 873 $498K
PEAK6 LLC 0.02% — 871 $496K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -40.8% 868 $495K
HUB Investment Partners, LLC 0.02% Add +1.6% 867 $494K
Davis R M Inc. 0.01% Reduce -0.1% 865 $493K
Mather Group, Llc. 0.01% Add +2.5% 862 $491K
Evernest Financial Advisors, LLC 0.13% New 859 $490K
Midland Wealth Advisors, LLC 0.03% No change 858 $489K
Centricity Wealth Management, LLC 0.46% — 856 $488K
Heartland Bank & Trust Co 0.27% Reduce -3.8% 856 $488K
Farringdon Capital, Ltd. 0.20% — 854 $487K
Atom Investors LP 0.06% Reduce -15.4% 851 $485K
Fire Capital Management LLC 0.36% — 850 $484K
Fairfield Financial Advisors, LTD 0.17% Add +30.9% 847 $483K
Athena Investment Management 0.28% Reduce -14.4% 847 $483K
Fifth Third Wealth Advisors LLC 0.03% Add +17.2% 846 $482K
Raleigh Capital Management Inc. 0.19% Reduce -5.4% 845 $481K
J.W. Cole Advisors, Inc. 0.02% Reduce -8.9% 839 $478K
1776 Wealth LLC 0.22% No change 838 $478K
First Nebraska Trust Co 0.05% No change 835 $476K
Brown Brothers Harriman & Co. 0.00% Reduce -53.9% 833 $475K
Conning Inc. 0.02% Reduce -26.5% 832 $474K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -3.6% 830 $473K
Adero Partners, LLC 0.03% Add +3.9% 828 $472K
Redmond Asset Management, LLC 0.12% New 824 $470K
Catalina Capital Group, LLC 0.15% Add +7.3% 822 $468K
Aviance Capital Partners, LLC 0.06% No change 820 $467K
MKT Advisors LLC 0.20% Add +44.1% 787 $466K
Keel Point, LLC 0.04% Add +2.5% 818 $466K
GTS Securities LLC 0.02% Reduce -49.5% 818 $466K
Lodestone Wealth Management LLC 0.23% Reduce -6.5% 818 $466K
Burt Wealth Advisors 0.12% Add +0.4% 816 $465K
Valmark Advisers, Inc. 0.01% Reduce -11.3% 816 $465K
WT Wealth Management 0.15% No change 815 $464K
Stratos Wealth Advisors, LLC 0.02% Reduce -21.3% 813 $464K
Frank, Rimerman Advisors LLC 0.03% Add +2.1% 807 $460K
Callan Family Office, LLC 0.03% New 807 $460K
Verus Financial Partners, Inc. 0.05% Reduce -12.3% 790 $460K
Hunter Associates Investment Management LLC 0.07% Add +14.3% 801 $457K
MCF Advisors LLC 0.03% Add +3.1% 801 $457K
Moment Partners, LLC 0.09% — 800 $456K
ZWJ Investment Counsel Inc. 0.02% No change 800 $456K
Richard W. Paul & Associates, LLC 0.17% Reduce -8.8% 798 $455K
Cullen Investment Group, LTD. 0.07% Add +1.0% 797 $454K
Pure Financial Advisors, LLC 0.01% Add +3.3% 792 $452K
Leavell Investment Management, Inc. 0.02% No change 786 $449K
Smith Anglin Financial, LLC 0.04% Add +1.2% 787 $448K
RD Lewis Holdings, Inc. 0.49% — 749 $446K
Modern Wealth Management, LLC 0.02% Add +77.1% 781 $445K
Lazari Capital Management, Inc. 0.18% New 777 $443K
Commerzbank Aktiengesellschaft 0.01% Add +22.5% 768 $439K
Provenance Wealth Advisors, LLC 0.06% No change 770 $439K
Insight 2811, Inc. 0.23% Reduce -8.6% 769 $438K
Wilson & Boucher Capital Management, LLC 0.31% Reduce -12.9% 768 $437K
One Degree Advisors Inc 0.18% Reduce -1.4% 716 $437K
DSG Capital Advisors, LLC 0.08% — 764 $435K
First National Bank & Trust Co. of Newtown 0.09% No change 763 $435K
Maridea Wealth Management LLC 0.14% — 760 $433K
Aster Capital Management (DIFC) Ltd 0.16% Add +3345.4% 758 $432K
Good Life Advisors, LLC 0.03% Reduce -28.9% 756 $431K
KG Capital Management 0.14% Reduce -49.3% 755 $430K
Capital Asset Advisory Services LLC 0.02% Add +7.5% 744 $430K
Hollencrest Capital Management 0.02% No change 754 $430K
Mosley Wealth Management 0.27% Add +9.7% 711 $429K
Composition Wealth, LLC 0.01% Add +14.5% 752 $429K
Range Financial Group LLC 0.20% New 743 $423K
Accurate Wealth Management, LLC 0.08% Add +47.6% 719 $419K
Defined Wealth Management, LLC 0.27% Add +0.6% 728 $415K
Marotta Asset Management 0.09% No change 728 $412K
Princeton Capital Management LLC 0.13% Add +6.2% 723 $412K
Heritage Wealth Advisors 0.02% Reduce -17.0% 721 $411K
Drive Wealth Management, LLC 0.10% Reduce -25.0% 717 $409K
HTLF Bank 0.05% Reduce -1.5% 718 $409K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -44.1% 718 $409K
Paragon Private Wealth Management, LLC 0.19% Add +6.9% 717 $409K
Certified Advisory Corp 0.04% Reduce -0.6% 715 $408K
Interchange Capital Partners, LLC 0.15% Reduce -0.4% 715 $407K
Occudo Quantitative Strategies LP 0.07% New 712 $406K
Capstone Investment Advisors, LLC 0.01% Reduce -36.5% 710 $405K
Insigneo Advisory Services, LLC 0.04% Reduce -4.3% 709 $404K
Delta Investment Management, LLC 0.08% No change 708 $403K
First Manhattan Co. Llc. 0.00% No change 707 $403K
LRT Capital Management, LLC 0.32% Reduce -74.6% 707 $403K
Bahl & Gaynor LLC 0.00% Reduce -1.9% 707 $403K
Camden National Bank 0.06% Add +9.6% 706 $402K
Stonebridge Capital Advisors LLC 0.03% New 704 $401K
Fiera Capital Corp 0.00% Reduce -16.9% 704 $401K
Compass Capital Corp. /Ma/ 0.16% — 687 $401K
Cardinal Point Capital Management ULC 0.06% Reduce -13.7% 701 $400K
Palisade Asset Management, LLC 0.04% No change 700 $399K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -64.4% 693 $396K
Hamilton Capital, LLC 0.03% Add +15.9% 693 $395K
Bank Ozk 0.16% Reduce -84.1% 693 $395K
Certuity, LLC 0.04% Add +46.5% 693 $395K
Quarry LP 0.08% Add +11.1% 692 $394K
LMG Wealth Partners, LLC 0.09% No change 689 $393K
Asset Dedication, LLC 0.03% Reduce -26.7% 689 $393K
Marco Investment Management LLC 0.03% No change 686 $391K
NewEdge Wealth, LLC 0.01% Add +28.3% 685 $390K
Ethos Financial Group, LLC 0.05% Add +4.8% 678 $387K
Arax Advisory Partners 0.02% Reduce -5.7% 678 $387K
Consolidated Portfolio Review Corp 0.06% Add +36.1% 678 $386K
Payne Capital Management, LLC 0.17% — 675 $385K
Buckingham Capital Management, Inc. 0.04% No change 674 $384K
Uniting Wealth Partners, LLC 0.19% — 673 $384K
NFSG Corp 0.10% Add +8.6% 673 $383K
49 Wealth Management, LLC 0.05% Reduce -1.3% 670 $382K
Dynamic Advisor Solutions LLC 0.02% Add +6.0% 667 $380K
Simon Quick Advisors, LLC 0.02% Add +15.4% 666 $380K
Measured Wealth Private Client Group, LLC 0.12% Add +19.2% 664 $378K
Etesian Wealth Advisors, Inc. 0.17% Add +0.8% 662 $377K
Kavar Capital Partners Group, LLC 0.06% No change 662 $377K
CoreCap Advisors, LLC 0.02% Add +0.6% 659 $376K
GPS Wealth Strategies Group, LLC 0.05% Reduce -7.9% 656 $374K
Accelerate Investment Advisors LLC 0.33% New 651 $371K
Wright Investors Service Inc. 0.12% Reduce -81.0% 647 $369K
Chesley Taft & Associates LLC 0.02% No change 647 $369K
Kanawha Capital Management LLC 0.03% No change 645 $368K
Tiemann Investment Advisors, LLC 0.16% Add +3.2% 645 $368K
FineMark National Bank & Trust 0.01% No change 644 $367K
FAS Wealth Partners, Inc. 0.03% No change 642 $366K
Meritage Portfolio Management 0.02% Reduce -7.6% 642 $366K
First Bancorp, Inc 0.25% Reduce -7.8% 641 $365K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% No change 640 $365K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -38.8% 640 $365K
First Foundation Advisors 0.01% No change 640 $365K
Cornerstone Wealth Group, LLC 0.03% Add +4.1% 639 $364K
Chiron Capital Management, LLC 0.34% No change 639 $364K
Tranquilli Financial Advisor LLC 0.23% Reduce -1.1% 637 $363K
IFG Advisory, LLC 0.02% New 636 $362K
Kades & Cheifetz LLC 0.19% Add +0.2% 635 $362K
Lodestar Private Asset Management LLC 0.05% No change 633 $361K
Wealth Alliance, LLC 0.04% Reduce -10.1% 632 $360K
Ariston Services Group 0.31% No change 632 $360K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.6% 632 $360K
Peak Planning Group, LLC 0.15% No change 632 $360K
Ferguson Shapiro LLC 0.13% No change 628 $358K
Philip James Wealth Mangement, LLC 0.05% Reduce -3.8% 628 $358K
NDVR, Inc. 0.34% Add +3.5% 627 $357K
Quadrant Private Wealth Management, LLC 0.09% Reduce -0.8% 626 $357K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 625 $356K
Boyd Watterson Asset Management LLC 0.10% Reduce -0.3% 620 $353K
Marcum Wealth, LLC 0.03% Reduce -5.8% 615 $350K
Charles Schwab Trust Co 0.03% New 613 $349K
MorganRosel Wealth Management, LLC 0.11% Reduce -65.6% 611 $348K
XML Financial, LLC 0.03% New 611 $348K
Parcion Private Wealth LLC 0.03% Reduce -1.8% 607 $346K
Ameriflex Group, Inc. 0.16% — 581 $346K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.3% 604 $344K
Ascentis Independent Advisors 0.07% Add +40.2% 603 $344K
Gallagher Fiduciary Advisors, LLC 0.07% Reduce -14.0% 602 $343K
YHB Investment Advisors, Inc. 0.03% Reduce -5.5% 602 $343K
Hummer Financial Advisory Services Inc 0.27% No change 600 $342K
Spectrum Asset Management, Inc. (NB/CA) 0.15% No change 600 $342K
Groesbeck Investment Management Corp. 0.44% No change 600 $342K
Hickory Point Bank & Trust 0.30% — 600 $342K
Strategic Advisors LLC 0.06% No change 598 $341K
Polymer Capital Management (US) LLC 0.11% — 597 $340K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -27.8% 591 $337K
Berger Financial Group, Inc 0.02% Add +7.3% 591 $337K
Plum Street Advisors, LLC 0.16% No change 586 $334K
Marathon Strategic Advisors, LLC 0.36% No change 583 $332K
Tritonpoint Wealth, LLC 0.03% Reduce -1.5% 577 $329K
Penobscot Investment Management Company, Inc. 0.03% No change 575 $328K
Gilman Hill Asset Management, LLC 0.06% No change 571 $325K
Natural Investments, LLC 0.09% — 572 $325K
Burke & Herbert Bank & Trust Co. 0.08% No change 567 $323K
OneAscent Family Office, LLC 0.59% — 566 $323K
JT Stratford LLC 0.05% Reduce -68.5% 565 $322K
Westshore Wealth, LLC 0.13% No change 564 $322K
OneAscent Wealth Management LLC 0.13% Reduce -7.7% 563 $321K
Leigh Baldwin & Co., LLC 0.27% — 563 $321K
Stevens Capital Management LP 0.13% New 561 $320K
Permanent Capital Management, LP 0.10% — 560 $320K
Legacy Financial Advisors, Inc. 0.05% Add +12.5% 558 $318K
ICONIQ Capital, LLC 0.00% New 558 $318K
Planned Solutions, Inc. 0.13% No change 553 $315K
CRA Financial Services, LLC 0.05% Add +0.6% 553 $315K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -0.9% 552 $315K
ForthRight Wealth Management, LLC 0.10% No change 551 $314K
Kieckhefer Group LLC 0.19% — 550 $313K
West Paces Advisors Inc. 0.08% No change 550 $313K
Clear Point Advisors Inc. 0.27% Add +0.2% 550 $313K
Proficio Capital Partners LLC 0.03% New 549 $313K
SBI Securities Co., Ltd. 0.01% — 547 $312K
Deseret Mutual Benefit Administrators 0.15% Reduce -15.1% 546 $311K
AGH Wealth Advisors, LLC 0.29% — 543 $309K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +3.1% 539 $307K
Bayesian Capital Management, LP 0.04% New 538 $307K
GM Advisory Group, LLC 0.02% No change 537 $306K
Paragon Financial Partners, Inc. 0.23% Reduce -0.4% 537 $306K
Stock Yards Bank & Trust Co. 0.01% Reduce -17.8% 533 $304K
Leonteq Securities AG 0.03% Add +3.7% 533 $304K
Fox Run Management, L.L.C. 0.06% Add +3.1% 532 $303K
Advisor OS, LLC 0.04% New 530 $302K
AlphaCore Capital LLC 0.07% Reduce -76.8% 529 $302K
Visionary Wealth Advisors 0.02% Add +0.2% 526 $300K
Ausdal Financial Partners, Inc. 0.03% Add +0.8% 525 $299K
EagleClaw Capital Managment, LLC 0.05% No change 525 $299K
Fielder Capital Group LLC 0.09% Add +1.9% 524 $299K
Trust Point Inc. 0.02% Reduce -23.4% 524 $299K
Dixon Fnancial Services, Inc. 0.16% Reduce -0.4% 523 $298K
First Business Financial Services, Inc. 0.03% No change 523 $298K
Alaethes Wealth, LLC 0.11% No change 521 $297K
Childress Capital Advisors, LLC 0.08% Add +10.0% 519 $296K
Bingham Private Wealth, LLC 0.31% — 517 $295K
Cynosure Group, LLC 0.04% Reduce -67.8% 515 $294K
Icon Wealth Advisors, LLC 0.02% Add +2.8% 512 $292K
LVW Advisors, LLC 0.04% Reduce -32.3% 510 $291K
Crux Wealth Advisors 0.16% — 510 $291K
Headlands Technologies LLC 0.03% Reduce -92.2% 509 $290K
Steel Grove Capital Advisors, LLC 0.04% No change 508 $289K
Sonora Investment Management Group, LLC 0.02% Reduce -2.7% 507 $289K
Meadow Creek Wealth Advisors LLC 0.21% No change 506 $288K
PGIM Custom Harvest LLC 0.01% No change 505 $288K
Wealth Quarterback LLC 0.13% Reduce -1.2% 504 $287K
Sawyer & Company, Inc 0.11% Reduce -34.4% 503 $287K
Genesis Private Wealth, LLC 0.16% — 500 $285K
Oxford Asset Management LLP 0.13% Reduce -73.4% 500 $285K
Wills Financial Group, Inc. 0.12% No change 500 $285K
Baron Wealth Management LLC 0.13% Reduce -3.9% 499 $284K
Am Investment Strategies LLC 0.07% Add +0.2% 497 $283K
L2 Asset Management, LLC 0.06% Reduce -5.2% 494 $282K
Poinciana Advisors Group, LLC 0.29% — 493 $281K
Bell Bank 0.02% No change 492 $280K
BLB&B Advisors, LLC 0.01% Reduce -3.0% 489 $279K
Palisades Hudson Asset Management, L.P. 0.12% No change 486 $277K
Regatta Capital Group, LLC 0.05% Reduce -2.6% 485 $276K
Crewe Advisors LLC 0.04% Reduce -2.6% 485 $276K
Ariadne Wealth Management, LP 0.13% New 456 $275K
Menard Financial Group LLC 0.16% No change 482 $275K
Portfolio Design Labs, LLC 0.06% New 481 $274K
Sunbelt Securities, Inc. 0.02% Reduce -41.3% 477 $272K
Prosperity Consulting Group, LLC 0.02% Add +6.2% 478 $272K
Vertex Planning Partners, LLC 0.06% Reduce -1.2% 477 $272K
Five Oceans Advisors 0.12% Add +0.8% 475 $271K
Richwood Investment Advisors, LLC 0.23% Reduce -2.3% 475 $271K
New Century Financial Group, LLC 0.11% Reduce -67.0% 466 $269K
McLean Asset Management Corp 0.08% No change 472 $269K
Smithfield Trust Co 0.01% No change 475 $269K
Angeles Wealth Management, LLC 0.02% Add +6.3% 472 $269K
Fortress Financial Group, LLC 0.27% — 471 $269K
State of Wyoming 0.03% New 470 $268K
Acorn Financial Advisory Services Inc. 0.04% Reduce -6.8% 468 $267K
Journey Strategic Wealth LLC 0.01% Add +3.5% 467 $266K
Main Street Group, LTD 0.11% Add +0.2% 467 $266K
GC Wealth Management RIA, LLC 0.05% Reduce -10.8% 463 $264K
M.E. Allison & Co., Inc. 0.29% — 463 $264K
RW Investment Management LLC 0.03% Add +0.2% 462 $263K
Bayforest Capital Ltd 0.33% — 460 $262K
Rothschild Investment LLC 0.02% Add +9.8% 460 $262K
Shulman DeMeo Asset Management LLC 0.07% No change 459 $262K
NBT Bank, N.A. 0.02% Reduce -26.5% 458 $261K
Intrust Bank NA 0.03% Add +2.3% 455 $259K
Wayfinding Financial, LLC 0.14% New 454 $259K
Hayek Kallen Investment Management 0.09% No change 455 $259K
Grove Bank & Trust 0.04% Add +6.6% 453 $258K
Premier Path Wealth Partners, LLC 0.04% Reduce -4.4% 452 $258K
Parkside Financial Bank & Trust 0.03% Reduce -4.3% 447 $255K
Colonial Trust Co / SC 0.04% Add +30.3% 447 $255K
Whalen Wealth Management Inc. 0.18% New 445 $254K
RMR Wealth Builders 0.03% Reduce -5.5% 445 $253K
Gsa Capital Partners LLP 0.02% New 443 $252K
StrongBox Wealth, LLC 0.11% No change 439 $250K
Cromwell Holdings LLC 0.14% No change 438 $250K
Crestwood Advisors Group, LLC 0.00% New 437 $249K
Whipplewood Advisors, LLC 0.14% — 437 $249K
Park Square Financial Group, LLC 0.17% — 436 $248K
WPG Advisers, LLC 0.23% — 435 $248K
Affinity Investment Advisors, LLC 0.21% Reduce -58.8% 434 $247K
Salem Investment Counselors Inc. 0.01% Reduce -0.7% 433 $247K
Manske Wealth Management 0.10% — 433 $247K
Breakwater Capital Group 0.05% Reduce -0.5% 433 $247K
Obsidian Personal Planning Solutions LLC 0.12% No change 414 $246K
Sabal Trust CO 0.01% No change 432 $246K
1ST Source Bank 0.01% No change 431 $246K
LBMC Investment Advisors, LLC 0.02% No change 430 $245K
AdviceOne Advisory Services, LLC 0.22% — 428 $244K
Regent Peak Wealth Advisors LLC 0.05% Add +1.7% 428 $244K
Parthenon LLC 0.03% No change 426 $243K
Beaird Harris Wealth Management, LLC 0.02% No change 426 $243K
NorthCrest Asset Manangement, LLC 0.01% New 425 $242K
Cidel Asset Management Inc. 0.02% No change 425 $242K
XTX Topco Ltd 0.02% Reduce -90.1% 424 $242K
Savvy Advisors, Inc. 0.03% Reduce -34.7% 423 $241K
Hickory Asset Management, Inc. 0.21% — 423 $241K
Legacy Edge Advisors, LLC 0.04% No change 422 $241K
Maia Wealth LLC 0.05% New 398 $241K
Alta Advisers Ltd 0.15% Add +5.5% 422 $241K
Main Street Financial Solutions, LLC 0.02% Reduce -0.7% 416 $237K
Traveka Wealth, LLC 0.13% New 415 $237K
Quad-Cities Investment Group, LLC 0.12% Reduce -21.7% 412 $235K
Aspiriant, LLC 0.01% New 412 $235K
Gradient Investments LLC 0.00% No change 410 $234K
Wealth Management Associates, Inc. 0.10% Reduce -4.7% 410 $233K
Forte Capital LLC 0.03% New 408 $233K
Vaughan David Investments LLC 0.01% No change 407 $232K
Rollins Financial Advisors, LLC 0.04% Reduce -5.1% 407 $232K
Wellspring Financial Advisors, LLC 0.02% Reduce -20.1% 406 $231K
Webster Bank, N. A. 0.02% No change 405 $231K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -39.5% 405 $231K
PFG Advisors 0.01% New 400 $228K
Beach Investment Counsel Inc. 0.03% No change 400 $228K
ERn Financial, LLC 0.03% New 400 $228K
Stokes Family Office, LLC 0.02% New 400 $228K
Beaumont Financial Advisors, LLC 0.02% New 399 $227K
Gibbs Wealth Management 0.06% New 397 $226K
Cypress Wealth Services, LLC 0.05% New 396 $226K
Parisi Gray Wealth Management 0.07% New 395 $225K
Angeles Investment Advisors, LLC 0.01% Reduce -4.2% 393 $224K
Lingohr Asset Management GmbH 0.46% New 392 $224K
Capital Analysts, LLC 0.01% Add +38.0% 392 $224K
Trust Co. of Vermont 0.01% Add +4.8% 393 $224K
RiverFront Investment Group, LLC 0.01% New 391 $223K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -4.9% 391 $223K
Kapstone Financial Advisors LLC 0.12% New 368 $222K
Bar Harbor Wealth Management 0.01% New 388 $221K
Intrua Financial, LLC 0.04% Reduce -6.6% 384 $219K
Eastern Bank 0.00% Reduce -26.3% 384 $219K
Successful Portfolios LLC 0.15% New 384 $219K
Sound View Wealth Advisors Group, LLC 0.02% New 384 $219K
Union Savings Bank 0.11% No change 383 $218K
180 Wealth Advisors, LLC 0.03% Reduce -69.0% 382 $218K
Wealthstream Advisors, Inc. 0.04% New 382 $218K
Gryphon Financial Partners LLC 0.03% Reduce -6.2% 381 $217K
Tsfg, LLC 0.04% Reduce -11.4% 381 $217K
Goldstein Advisors, LLC 0.03% New 379 $216K
One Day In July LLC 0.02% New 379 $216K
Seaside Wealth Management, Inc. 0.08% New 378 $215K
Allegiance Financial Group Advisory Services LLC 0.07% New 377 $215K
Narus Financial Partners, LLC 0.07% New 377 $215K
Everpar Advisors LLC 0.11% Reduce -8.1% 376 $214K
Armstrong Advisory Group, Inc. 0.02% No change 375 $214K
Alpha Family Trust 0.12% New 375 $214K
Murphy, Middleton, Hinkle & Parker, Inc. 0.12% New 372 $212K
McClarren Financial Advisors, Inc. 0.59% Reduce -24.5% 373 $212K
Kovack Advisors, Inc. 0.02% Reduce -88.1% 370 $211K
Strategent Financial, LLC 0.21% — 368 $210K
Quotient Wealth Partners, LLC 0.01% New 368 $210K
Glen Eagle Advisors, LLC 0.03% Reduce -2.6% 367 $209K
Smith, Moore & Co. 0.02% New 366 $209K
Columbus Macro, LLC 0.03% New 366 $208K
Earned Wealth Advisors, LLC 0.07% Add +1155.2% 364 $208K
Strategic Wealth Investment Group, LLC 0.01% New 364 $207K
Americana Partners, LLC 0.01% New 361 $206K
Tempus Wealth Planning, LLC 0.06% New 361 $205K
Novem Group 0.03% — 360 $205K
Financial Synergies Wealth Advisors, Inc. 0.03% New 360 $205K
AlphaStar Capital Management, LLC 0.02% New 357 $203K
J.Safra Asset Management Corp 0.02% Add +66.4% 356 $203K
Holistic Financial Partners 0.10% New 356 $203K
Veracity Capital LLC 0.07% Reduce -71.3% 356 $203K
Adirondack Trust Co. 0.08% No change 355 $202K
Boston Family Office LLC 0.01% New 355 $202K
Gries Financial LLC 0.04% New 354 $202K
Busey Bank 0.01% New 353 $201K
Gateway Wealth Partners, LLC 0.05% New 353 $201K
Vestmark Advisory Solutions, Inc. 0.01% New 353 $201K
Talbot Financial, LLC 0.02% New 351 $200K
Mattson Financial Services, LLC 0.06% New 400 $198K
Sandy Spring Bank 0.01% No change 341 $194K
Manchester Capital Management LLC 0.02% Reduce -61.9% 339 $193K
Versant Capital Management, Inc 0.04% Add +45.3% 337 $192K
Clean Yield Group 0.06% Reduce -6.7% 332 $189K
Coppell Advisory Solutions LLC 0.03% Add +194.6% 330 $188K
United Community Bank 0.07% Add +3.2% 326 $186K
Stance Capital LLC 0.11% — 323 $184K
Addison Advisors LLC 0.05% Reduce -0.9% 317 $181K
Continuum Advisory, LLC 0.02% Reduce -24.2% 316 $180K
SouthState Bank Corp 0.01% Reduce -2.5% 316 $180K
RE Dickinson Investment Advisors, LLC 0.15% No change 315 $180K
Allianz SE 0.00% Reduce -84.3% 310 $177K
Avion Wealth 0.04% Add +47.1% 306 $174K
R Squared Ltd 0.17% — 300 $171K
Virtus Investment Advisers, LLC 0.14% No change 298 $170K
Evermay Wealth Management LLC 0.03% No change 294 $168K
Pacific Center for Financial Services 0.04% No change 286 $163K
AlphaCentric Advisors LLC 0.16% Reduce -2.7% 286 $163K
ORG Partners LLC 0.02% No change 279 $159K
Key Financial Inc 0.04% Reduce -20.4% 273 $156K
Cary Street Partners Investment Advisory LLC 0.10% New 266 $152K
GW&K Investment Management, LLC 0.00% Add +2.3% 264 $150K
Fortitude Family Office, LLC 0.05% Add +25.4% 262 $149K
First Command Advisory Services, Inc. 0.00% Reduce -3.7% 260 $148K
Groupe la Francaise 0.00% — 256 $147K
LRI Investments, LLC 0.01% Add +24.9% 256 $146K
West Oak Capital, LLC 0.08% Reduce -17.7% 255 $145K
Paladin Advisory Group, LLC 0.11% No change 251 $143K
Acropolis Investment Management, LLC 0.01% New 251 $143K
CVA Family Office, LLC 0.02% Add +6.8% 250 $142K
Davis Capital Management 0.12% No change 248 $141K
BOK Financial Private Wealth, Inc. 0.01% Add +1.2% 244 $139K
Kelly Lawrence W & Associates Inc. 0.03% No change 240 $137K
General Partner, Inc. 0.08% No change 234 $133K
Empirical Asset Management, LLC 0.04% New 34,009 $132K
Trifecta Capital Advisors, LLC 0.03% No change 227 $129K
First United Bank & Trust 0.05% No change 225 $128K
Picton Mahoney Asset Management 0.00% Reduce -91.4% 225 $128K
Westside Investment Management, Inc. 0.02% No change 205 $117K
Human Investing LLC 0.02% New 201 $115K
City Holding Co. 0.02% No change 200 $114K
Avior Wealth Management, LLC 0.00% Reduce -12.2% 195 $111K
Bay Harbor Wealth Management, LLC 0.04% Add +2.6% 194 $111K
AdvisorNet Financial, Inc 0.01% Reduce -11.8% 194 $111K
Archer Investment Corp 0.03% No change 190 $108K
Cary Street Partners Financial LLC 0.00% — 189 $108K
Bellwether Advisors, LLC 0.02% New 177 $101K
FSA Wealth Management LLC 0.04% Reduce -26.0% 174 $99K
North Star Investment Management Corp. 0.01% No change 172 $98K
True Wealth Design, LLC 0.04% Add +900.0% 170 $97K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 154 $97K
Ameliora Wealth Management Ltd. 0.04% No change 170 $97K
Laurel Wealth Advisors LLC 0.02% No change 170 $97K
Plante Moran Financial Advisors, LLC 0.01% Add +9.7% 170 $97K
Centerpoint Advisors, LLC 0.03% Reduce -12.9% 169 $96K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +57.1% 165 $94K
Covestor Ltd 0.06% Reduce -10.8% 165 $94K
Flagship Wealth Advisors, LLC 0.05% — 164 $93K
Pacifica Partners Inc. 0.04% No change 164 $93K
Delta Asset Management LLC 0.01% No change 158 $90K
Hurley Capital, LLC 0.07% — 153 $89K
Bank of New Hampshire 0.02% Add +24.2% 154 $88K
MV Capital Management, Inc. 0.01% Add +1.3% 152 $87K
Concord Wealth Partners 0.01% Reduce -0.7% 147 $84K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -8.8% 145 $83K
Orion Capital Management LLC 0.04% New 144 $82K
Itau Unibanco Holding S.A. 0.00% Add +350.0% 144 $82K
Financial Perspectives, Inc 0.03% Add +17.2% 143 $81K
Rosenberg Matthew Hamilton 0.02% Add +1163.6% 139 $79K
Johnson Financial Group, Inc. 0.00% New 129 $76K
High Note Wealth, LLC 0.02% New 133 $76K
Hazlett, Burt & Watson, Inc. 0.03% Add +14.0% 130 $75K
Tacita Capital Inc 0.05% Reduce -27.8% 130 $74K
Mission Creek Capital Partners, Inc. 0.02% New 10,224 $74K
Farmers & Merchants Investments Inc. 0.00% No change 129 $74K
Truvestments Capital LLC 0.02% No change 121 $69K
Quest 10 Wealth Builders, Inc. 0.07% — 120 $68K
TCTC Holdings, LLC 0.00% Add +20.0% 120 $68K
CoreFirst Bank & Trust 0.04% No change 117 $67K
St Germain D J Co. Inc. 0.00% Add +350.0% 117 $67K
Hara Capital LLC 0.04% No change 116 $66K
Private Wealth Management Group, LLC 0.03% No change 116 $66K
Ransom Advisory, Ltd 0.03% No change 115 $66K
Hemington Wealth Management 0.02% Add +18.6% 115 $65K
Zions Bancorporation, N.A. 0.00% Reduce -10.4% 112 $64K
Capital Advisors, Ltd. LLC 0.01% Add +13.4% 110 $63K
Eagle Bay Advisors LLC 0.04% Reduce -32.1% 110 $63K
WR Wealth Planners, LLC 0.02% Reduce -7.8% 106 $60K
S&T Bank 0.02% New 105 $60K
Cape Investment Advisory, Inc. 0.02% Add +8.5% 102 $58K
Chelsea Counsel Co. 0.03% No change 100 $57K
Birchbrook, Inc. 0.03% No change 100 $57K
Mizuho Bank, Ltd. 0.02% No change 100 $57K
Monetary Management Group Inc. 0.01% No change 100 $57K
Intact Investment Management Inc. 0.00% Reduce -98.6% 100 $57K
Peoples Financial Services Corp. 0.03% No change 100 $57K
Centennial Bank 0.03% Add +10.0% 99 $56K
Kestra Investment Management, LLC 0.00% New 97 $55K
WASHINGTON TRUST Co 0.00% No change 97 $55K
Riverview Trust Co 0.05% Add +1.1% 94 $54K
Elevation Wealth Partners, LLC 0.02% No change 90 $51K
LGT Financial Advisors LLC 0.11% Reduce -2.2% 88 $50K
Bollard Group LLC 0.00% Add +1.2% 87 $49K
TFC Financial Management, Inc. 0.01% No change 84 $48K
Carolinas Wealth Consulting LLC 0.01% Add +3.7% 84 $48K
Evolution Advisers, Inc. 0.03% No change 83 $47K
Richardson Financial Services Inc. 0.03% Add +24.2% 82 $47K
Bruce G. Allen Investments, LLC 0.04% Add +51.9% 82 $47K
Pinnacle Bancorp, Inc. 0.01% Reduce -13.2% 79 $45K
Creative Capital Management Investments LLC 0.02% New 78 $44K
Rise Advisors, LLC 0.02% No change 74 $42K
Principia Wealth Advisory, LLC 0.04% — 67 $38K
Graney & King, LLC 0.03% — 67 $38K
Disciplina Capital Management LLC 0.01% No change 63 $36K
AlphaMark Advisors, LLC 0.01% No change 59 $34K
Atala Financial Inc 0.02% — 59 $34K
SJS Investment Consulting Inc. 0.01% Reduce -4.9% 58 $33K
MidAtlantic Capital Management, Inc. 0.02% No change 58 $33K
Crews Bank & Trust 0.01% — 58 $33K
Oarsman Capital, Inc. 0.01% Reduce -12.5% 56 $32K
Washington Trust Advisors, Inc. 0.00% Reduce -8.3% 55 $31K
Marquette Asset Management, LLC 0.00% No change 52 $30K
Rakuten Securities, Inc. 0.01% Reduce -95.0% 51 $29K
Mascoma Wealth Management LLC 0.01% Add +24.4% 51 $29K
Millstone Evans Group, LLC 0.02% — 50 $28K
Sittner & Nelson, LLC 0.01% No change 50 $28K
Core Alternative Capital 0.01% No change 49 $28K
Motco 0.00% Reduce -15.5% 49 $28K
Walleye Capital LLC 0.00% Reduce -96.9% 49 $28K
Synergy Asset Management, LLC 0.00% New 56 $28K
Aventura Private Wealth, LLC 0.01% — 47 $27K
Capital A Wealth Management, LLC 0.04% — 46 $26K
Bell Investment Advisors, Inc 0.00% Add +4.7% 45 $26K
Harbor Investment Advisory, LLC 0.00% No change 45 $26K
Hexagon Capital Partners LLC 0.00% Add +340.0% 44 $25K
Bogart Wealth, LLC 0.00% No change 44 $25K
Valued Wealth Advisors LLC 0.02% No change 43 $25K
Medallion Wealth Advisors, LLC 0.01% — 41 $23K
Aspect Partners, LLC 0.01% No change 41 $23K
Vermillion Wealth Management, Inc. 0.01% — 41 $23K
Wintrust Investments LLC 0.02% Reduce -84.0% 40 $23K
Canton Hathaway, LLC 0.01% New 40 $23K
New Wave Wealth Advisors LLC 0.01% New 40 $23K
Tanglewood Legacy Advisors, LLC 0.01% No change 40 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 40 $23K
Trust Co 0.00% New 40 $23K
First Financial Corp. 0.01% No change 38 $22K
AEGON ASSET MANAGEMENT UK Plc 0.00% New 38 $22K
Physician Wealth Advisors, Inc. 0.00% New 36 $21K
Indiana Trust & Investment Management Co 0.01% New 35 $20K
Criterion Capital Advisors, LLC 0.01% No change 34 $20K
Atwood & Palmer Inc. 0.00% Add +25.9% 34 $19K
Dunhill Financial, LLC 0.01% Add +30.8% 34 $19K
FLP Wealth Management, LLC 0.05% — 32 $18K
HHM Wealth Advisors, LLC 0.00% Add +14.3% 32 $18K
Sachetta, LLC 0.01% Reduce -43.6% 31 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -31.1% 31 $18K
Abound Wealth Management 0.01% Reduce -3.2% 30 $17K
Hoey Investments, Inc. 0.00% No change 30 $17K
Spectrum Wealth Counsel, LLC 0.00% Reduce -50.0% 30 $17K
Atlatl Advisers LLC 0.01% — 30 $17K
JDM Financial Group LLC 0.01% New 30 $17K
Salomon & Ludwin, LLC 0.00% Reduce -81.4% 30 $17K
Oliver Lagore Vanvalin Investment Group 0.00% No change 29 $17K
JNBA Financial Advisors 0.00% No change 28 $16K
2UniFi Bank 0.01% — 28 $16K
Clearstead Trust, LLC 0.00% No change 27 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 26 $15K
Wolff Wiese Magana LLC 0.01% Reduce -55.9% 26 $15K
Sound Income Strategies, LLC 0.00% No change 26 $15K
IAG Wealth Partners, LLC 0.00% No change 24 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 23 $13K
Sierra Ocean, LLC 0.01% — 20 $11K
Godsey & Gibb, Inc. 0.00% No change 20 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 19 $11K
Avalon Trust Co 0.00% New 19 $11K
Sugarloaf Wealth Management, LLC 0.00% No change 18 $10K
Valley National Advisers Inc. 0.00% Add +171.4% 19 $10K
HighMark Wealth Management LLC 0.01% Reduce -20.0% 16 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $9K
Decker Retirement Planning Inc. 0.01% — 15 $9K
Carolina Wealth Advisors, LLC 0.00% No change 15 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 15 $9K
Albion Financial Group 0.00% New 15 $9K
South Plains Financial, Inc. 0.01% — 15 $9K
Banque Transatlantique SA 0.00% — 15 $9K
FPC Investment Advisory, Inc. 0.01% New 14 $8K
Solstein Capital, LLC 0.00% No change 14 $8K
Transce3nd, LLC 0.00% — 14 $8K
Stephens Consulting, LLC 0.00% No change 14 $8K
Estabrook Capital Management 0.00% No change 13 $7K
Country Trust Bank 0.00% No change 13 $7K
Coston, McIsaac & Partners 0.00% No change 13 $7K
Copia Wealth Management 0.01% — 12 $7K
Raffa Wealth Management, LLC 0.00% No change 12 $7K
Highline Wealth Partners LLC 0.00% Add +57.1% 11 $6K
Ridgewood Investments LLC 0.00% No change 11 $6K
Financial Life Planners 0.00% — 10 $6K
Piscataqua Savings Bank 0.00% No change 10 $6K
Byrne Asset Management LLC 0.00% No change 10 $6K
Brown, Lisle/Cummings, Inc. 0.00% New 10 $6K
Pineridge Advisors LLC 0.00% No change 9 $5K
Cassady Schiller Wealth Management, LLC 0.00% New 9 $5K
NewSquare Capital LLC 0.00% New 9 $5K
Copeland Capital Management, LLC 0.00% No change 9 $5K
Park Place Capital Corp 0.00% No change 8 $5K
MPWM Advisory Solutions, LLC 0.00% — 7 $4K
New Millennium Group LLC 0.00% No change 7 $4K
Clark Wealth Partners 0.00% — 6 $3K
PFG Private Wealth Management, LLC 0.00% Reduce -98.7% 6 $3K
TD Capital Management LLC 0.00% New 6 $3K
Cornerstone Planning Group LLC 0.00% Add +25.0% 5 $3K
PayPay Securities Corp 0.12% New 5 $3K
WealthTrak Capital Management LLC 0.00% — 5 $3K
Global Financial Private Client, LLC 0.00% Add +66.7% 5 $3K
Arcadia Investment Management Corp. 0.00% No change 5 $3K
Capital & Planning, LLC 0.00% — 4 $2K
WealthCollab, LLC 0.00% No change 4 $2K
Gold Investment Management Ltd. 0.00% No change 4 $2K
Ruedi Wealth Management, Inc. 0.00% No change 4 $2K
Legacy Investment Solutions, LLC 0.00% Add +50.0% 3 $2K
Legacy Wealth Managment, LLC 0.00% Add +50.0% 3 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 3 $2K
Parkworth Wealth Management, Inc. 0.00% — 3 $2K
Global Wealth Strategies & Associates 0.00% No change 3 $2K
Nvwm, LLC 0.00% Add +200.0% 3 $2K
Financial Management Professionals, Inc. 0.00% No change 3 $2K
Tortoise Investment Management, LLC 0.00% No change 3 $2K
Nemes Rush Group LLC 0.00% New 3 $2K
Lanark Financial, Inc. 0.11% — 2 $1K
Caitong International Asset Management Co., Ltd 0.00% — 2 $1K
Redwood Park Advisors LLC 0.00% — 2 $1K
Old Second National Bank of Aurora 0.00% New 2 $1K
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $1K
Wood Tarver Financial Group, LLC 0.00% — 3 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
1620 Investment Advisors, Inc. 0.00% No change 1 $627
Riggs Asset Managment Co. Inc. 0.00% Reduce -83.3% 1 $571
Sugar Maple Asset Management, LLC 0.00% New 1 $570
West Branch Capital LLC 0.00% No change 1 $570
Activest Wealth Management 0.00% Reduce -83.3% 1 $570
Kohmann Bosshard Financial Services, LLC 0.00% New 1 $570
Chesapeake Asset Management LLC 0.00% No change 1 $569
REAP Financial Group, LLC 0.00% New 1 $285

"% of holder's portfolio" is MCK's weight in each manager's 13F, not the share of McKesson Corp. the manager owns.