Moody'sMCO

13F holders, Q1 2024 (March 31)
1,131holders
17famous investors
$392.78avg. 13F price*

At the end of Q1 2024, 1,131 institutions reported holding Moody's Corp. (MCO) in their 13F filings. The largest holders were Berkshire Hathaway ($9.7B), Vanguard Group Inc. ($5.6B) and BlackRock Inc. ($5.2B). 17 famous investors held it, including Chuck Akre (14.5% of Akre Capital Management's portfolio), Dev Kantesaria (13.1% of Valley Forge Capital Management's portfolio) and Chris Hohn (12.1% of TCI Fund Management's portfolio).

Company
Moody's Corp.
Sector
Finance
CUSIP
615369105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions102$428.1M
Exits71$693.7M

Ownership 1,131 holders

Berkshire Hathaway 2.92% No change 24,669,778 $9.7B
Vanguard Group Inc. 0.11% Add +0.8% 14,283,558 $5.6B
BlackRock Inc. 0.12% Add +3.0% 13,319,636 $5.2B
TCI Fund Management 12.09% Add +1.2% 12,198,911 $4.8B
State Street Corp. 0.12% Add +0.8% 6,914,332 $2.7B
FMR LLC 0.14% Reduce -0.4% 5,396,566 $2.1B
Akre Capital Management 14.48% Reduce -6.8% 4,452,967 $1.8B
Morgan Stanley 0.12% Reduce -2.0% 3,817,763 $1.5B
Fiera Capital Corp 4.33% Reduce -3.7% 3,782,289 $1.5B
Baillie Gifford & Co. 0.98% Reduce -11.6% 3,215,872 $1.3B
Geode Capital Management, LLC 0.11% Add +3.2% 3,098,881 $1.2B
Bank of New York Mellon Corp 0.20% Add +4.9% 2,692,411 $1.1B
Ninety One UK Ltd 2.16% Add +2.1% 1,955,914 $768.7M
Norges Bank 0.12% Add +1.8% 1,877,638 $738.0M
Windacre Partnership LLC 9.43% Add +11.1% 1,746,000 $686.2M
Rothschild & Co Wealth Management UK Ltd 10.89% Add +0.1% 1,671,207 $656.8M
Longview Partners (Guernsey) LTD 4.23% Reduce -2.7% 1,666,150 $654.8M
Northern Trust Corp. 0.10% Reduce -4.3% 1,512,497 $594.5M
Jennison Associates LLC 0.39% Reduce -1.4% 1,493,908 $587.2M
JPMorgan Chase & Co. 0.05% Add +138.0% 1,467,945 $576.9M
Principal Financial Group Inc. 0.33% Reduce -9.2% 1,407,969 $553.4M
Massachusetts Financial Services Co. 0.16% Add +10.0% 1,374,763 $540.3M
Legal & General Group Plc 0.16% Add +12.6% 1,371,358 $539.0M
Valley Forge Capital Management 13.06% No change 1,218,410 $478.9M
Goldman Sachs Group Inc. 0.10% Reduce -15.2% 1,211,592 $476.2M
Veritas Asset Management LLP 3.16% Reduce -30.4% 1,107,607 $435.3M
Invesco Ltd. 0.09% Add +23.6% 1,081,399 $425.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +0.4% 1,007,445 $396.0M
PineStone Asset Management Inc. 6.09% Reduce -45.1% 973,622 $382.7M
Deutsche Bank AG 0.18% Reduce -19.8% 972,048 $382.0M
Charles Schwab Investment Management Inc. 0.08% Add +2.7% 922,499 $362.6M
Allen Investment Management, LLC 4.41% Add +39.7% 895,050 $351.8M
Brown Advisory Inc. 0.44% Reduce -2.8% 834,203 $327.9M
Altarock Partners LP 6.76% Reduce -1.3% 800,135 $314.5M
Neuberger Berman Group LLC 0.26% Reduce -1.9% 791,340 $311.0M
Royal Bank of Canada 0.07% Add +10.6% 773,631 $304.1M
Harris Associates (Oakmark Funds) 0.49% Reduce -5.9% 765,980 $301.1M
Nuveen Asset Management, LLC 0.09% Add +6.6% 741,739 $291.5M
Ako Capital LLP 3.97% Reduce 0.0% 712,769 $280.1M
Dimensional Fund Advisors LP 0.07% Reduce -6.1% 637,843 $250.7M
Barclays PLC 0.11% Reduce -10.1% 618,175 $243.0M
Bank of America Corp. 0.02% Add +13.7% 608,544 $239.2M
Storebrand Asset Management As 0.77% Reduce -1.2% 577,025 $226.8M
Voya Investment Management LLC 0.25% Reduce -0.3% 567,507 $223.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.30% Add +7.3% 558,218 $219.4M
DF Dent & Co. Inc. 2.58% Reduce -1.5% 537,259 $211.2M
Franklin Resources Inc. 0.07% Reduce -7.9% 530,652 $208.6M
Russell Investments Group, Ltd. 0.32% Reduce -3.9% 521,507 $204.7M
Marshfield Associates 4.15% Add +0.0% 514,922 $202.4M
Cantillon Capital Management LLC 1.26% Reduce -2.0% 510,406 $200.6M
BLS Capital Fondsmaeglerselskab A/S 4.87% Reduce -11.3% 485,739 $190.9M
Amundi 0.08% Reduce -24.3% 509,509 $190.9M
First Trust Advisors LP 0.19% Reduce -9.6% 476,536 $187.3M
HSBC Holdings PLC 0.13% Add +9.2% 462,897 $181.9M
Canoe Financial LP 2.78% New 428,692 $168.5M
T. Rowe Price Associates Inc. 0.02% Reduce -0.8% 412,331 $162.1M
UBS Group AG 0.05% Add +7.3% 409,034 $160.8M
Schroder Investment Management Group 0.19% Add +5.3% 408,503 $160.6M
Credit Suisse AG/ 0.15% Reduce -4.4% 404,748 $159.1M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -0.3% 392,647 $154.3M
Manning & Napier Group, LLC 1.92% Reduce -2.0% 391,783 $154.0M
APG Asset Management N.V. 0.26% Reduce -0.5% 400,018 $145.6M
Sarasin & Partners LLP 1.40% Add +10.5% 360,979 $141.9M
Employees Provident Fund Board 2.42% No change 350,946 $137.9M
Eagle Asset Management Inc. 0.69% Reduce -2.2% 346,372 $136.4M
Rhumbline Advisers 0.12% Add +1.2% 329,384 $129.5M
Aviva PLC 0.42% Reduce -1.1% 315,947 $124.2M
King Luther Capital Management Corp. 0.56% Add +3.1% 311,283 $122.3M
Newport Trust Company, LLC 0.33% Add +0.4% 310,179 $121.9M
Two Sigma Investments, LP 0.31% Reduce -1.8% 309,917 $121.8M
HighTower Advisors, LLC 0.20% Reduce -1.1% 305,489 $120.1M
Skye Global Management LP 2.82% Add +79.5% 302,500 $118.9M
Two Sigma Advisers, LP 0.27% Add +40.1% 299,300 $117.6M
National Pension Service 0.14% Add +1.0% 297,050 $116.7M
California Public Employees Retirement System 0.08% Reduce -2.0% 290,474 $114.2M
BNP Paribas Financial Markets 0.14% Add +98.1% 289,921 $113.9M
Flossbach Von Storch SE 0.48% Reduce -13.7% 280,031 $110.1M
AXA S.A. 0.33% Reduce -5.4% 277,767 $109.2M
Mitsubishi UFJ Trust & Banking Corp 0.25% Reduce -17.3% 274,498 $107.9M
California State Teachers Retirement System 0.13% Add +0.1% 261,316 $102.7M
Bristol Gate Capital Partners Inc. 4.53% Reduce -0.4% 245,360 $96.4M
New York State Common Retirement Fund 0.13% Reduce -4.0% 240,859 $94.7M
Envestnet Asset Management Inc. 0.03% Add +6.6% 237,960 $93.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.24% Add +64.7% 234,306 $92.1M
Ameriprise Financial Inc. 0.02% Reduce -4.0% 229,331 $90.1M
Markel Group 0.83% No change 213,890 $84.1M
Degroof Petercam Asset Management 1.00% Add +42.5% 211,994 $83.3M
Congress Asset Management Co. 0.59% Add +1.5% 209,959 $82.5M
Chilton Investment Co. Inc. 2.21% Add +6.6% 205,580 $80.8M
Bank of Montreal 0.03% Reduce -9.3% 206,202 $80.7M
Cercano Management LLC 2.15% Add +15.4% 196,076 $77.1M
National Bank of Canada 0.13% Add +68.4% 191,653 $76.7M
Natixis Advisors, LLC 0.18% Reduce -6.5% 194,931 $76.6M
Troy Asset Management Ltd 2.23% Reduce -0.5% 187,261 $73.6M
Bristol John W & Co. Inc. 1.25% Add +0.1% 187,197 $73.6M
Ycg, LLC 5.78% Reduce -2.1% 183,648 $72.7M
Jensen Investment Management Inc. 0.54% Reduce -58.0% 179,101 $70.4M
Ninety One North America, Inc. 3.42% Add +2.4% 178,885 $70.3M
Marshall Wace, LLP 0.12% Add +1296.6% 177,804 $69.9M
Triple Frond Partners LLC 7.82% No change 174,753 $68.7M
Barr E S & Co. 4.45% Reduce -2.1% 173,715 $68.3M
GFI Investment Counsel Ltd. 8.61% Add +0.6% 172,882 $67.9M
Assenagon Asset Management S.A. 0.18% Add +419.7% 171,299 $67.3M
Alliancebernstein L.P. 0.02% Reduce -8.3% 170,654 $67.1M
PNC Financial Services Group, Inc. 0.05% Reduce -0.5% 169,673 $66.7M
Holocene Advisors, LP 0.24% New 163,569 $64.3M
Armstrong Henry H Associates Inc. 6.01% Reduce -0.6% 157,251 $61.8M
Wellington Management Group LLP 0.01% Add +10.9% 157,146 $61.8M
HHLR Advisors, LTD. 1.33% No change 155,846 $61.3M
Adage Capital Partners Gp, L.L.C. 0.11% Add +1.0% 154,354 $60.7M
CANADA LIFE ASSURANCE Co 0.12% Add +5.0% 152,684 $60.0M
Quantum Capital Management, LLC / NJ 6.44% Reduce -5.3% 150,727 $59.2M
Aberdeen Group plc 0.11% Add +3.2% 148,605 $58.4M
New York State Teachers Retirement System 0.12% Reduce -4.0% 143,395 $56.4M
Mackenzie Financial Corp. 0.08% Add +1.1% 141,788 $55.7M
State Board of Administration of Florida Retirement System 0.13% Add +4.9% 176,017 $53.9M
Bowie Capital Management, LLC 4.35% Add +25.4% 134,526 $52.9M
AEGON ASSET MANAGEMENT UK Plc 0.79% Reduce -4.1% 134,284 $52.8M
CI Investments Inc. 0.21% Add +95.3% 133,424 $52.4M
Artemis Investment Management LLP 0.68% Reduce -2.8% 133,092 $52.3M
Korea Investment CORP 0.13% Add +4.9% 132,053 $51.9M
Toronto Dominion Bank 0.08% Add +39.2% 129,761 $51.0M
Qube Research & Technologies Ltd 0.09% Reduce -52.6% 129,457 $50.9M
Schwartz Investment Counsel Inc. 1.85% No change 129,225 $50.8M
Capital International Investors 0.01% Reduce -61.5% 126,988 $49.9M
Wells Fargo & Company 0.01% Reduce -10.8% 126,218 $49.6M
Banque Pictet & Cie SA 0.52% Add +0.2% 126,180 $49.6M
Summitry LLC 2.59% Add +1.4% 125,293 $49.2M
Rings Capital Management LLC 25.79% No change 120,000 $47.2M
Mar Vista Investment Partners LLC 1.95% Reduce -4.0% 113,653 $44.7M
Baskin Financial Services Inc. 3.72% Add +1.2% 112,940 $44.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.97% Add +3.1% 112,089 $44.1M
First Manhattan Co. Llc. 0.14% Reduce -2.0% 111,899 $44.0M
Balyasny Asset Management L.P. 0.11% Add +4121.0% 108,818 $42.8M
Prudential Financial Inc. 0.06% Reduce -3.5% 108,270 $42.6M
DekaBank Deutsche Girozentrale 0.08% Reduce -6.0% 109,042 $42.3M
Caledonia Investments PLC 5.38% No change 106,050 $41.7M
Agf Management Ltd. 0.23% Add +3.7% 105,510 $41.5M
Corient Private Wealth LP 0.07% Add +31.0% 99,728 $39.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -14.5% 96,918 $38.1M
Citigroup Inc. 0.04% Add +6.5% 96,188 $37.8M
Boston Financial Mangement LLC 1.18% Reduce -1.1% 94,250 $37.0M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -0.8% 94,085 $37.0M
State of New Jersey Common Pension Fund D 0.11% No change 93,877 $36.9M
State of Wisconsin Investment Board 0.10% Reduce -5.9% 93,486 $36.7M
Bank of Nova Scotia 0.07% Reduce -1.3% 90,964 $35.8M
Ironvine Capital Partners, LLC 3.88% Add +0.1% 90,102 $35.4M
Caisse de depot et placement du Quebec 0.09% Reduce -14.5% 90,037 $35.4M
Pictet Asset Management Holding SA 0.04% Reduce -1.3% 88,637 $34.8M
LPL Financial LLC 0.02% Add +19.2% 88,188 $34.7M
Sei Investments Co. 0.05% Reduce -54.4% 87,250 $34.3M
Ensign Peak Advisors, Inc 0.06% Add +7.5% 84,611 $33.3M
Raymond James & Associates 0.02% Reduce -8.1% 83,839 $33.0M
Danske Bank A/S 0.10% — 83,588 $32.9M
Public Employees Retirement System of Ohio 0.13% Reduce -5.0% 83,567 $32.8M
Focus Partners Wealth 0.27% Add +4.1% 83,306 $32.7M
KBC Group NV 0.10% Reduce -60.7% 82,502 $32.4M
Wildcat Capital Management, LLC 11.73% Add +43.7% 82,208 $32.3M
Stifel Financial Corp. 0.04% Add +4.0% 80,937 $31.8M
FIL Ltd 0.03% Reduce -58.6% 77,420 $30.4M
NS Partners Ltd 1.38% Reduce -0.2% 76,348 $30.0M
Millennium Management 0.03% Reduce -43.2% 72,568 $28.5M
Treasurer of the State of North Carolina 0.12% Reduce -2.4% 70,926 $27.9M
Nisa Investment Advisors, LLC 0.18% Add +5.0% 69,334 $27.3M
Swedbank AB 0.04% Reduce -0.5% 68,659 $27.0M
TD Asset Management Inc 0.03% Add +14.0% 68,342 $26.9M
Mn Services Vermogensbeheer B.V. 0.19% Reduce -15.5% 66,572 $26.2M
Nomura Asset Management Co. Ltd. 0.09% Reduce -4.8% 65,343 $25.7M
Royal London Asset Management Ltd. 0.06% Reduce -2.9% 64,444 $25.3M
Asset Management One Co., Ltd. 0.10% Reduce -19.4% 64,427 $25.3M
Cullen/Frost Bankers, Inc. 0.37% Reduce -6.5% 63,927 $25.1M
D. E. Shaw & Co. 0.03% Add +21.4% 63,521 $25.0M
Victory Capital Management Inc. 0.02% Add +0.2% 63,134 $24.8M
Bank Pictet & Cie (Europe) AG 0.63% Reduce -2.8% 60,998 $24.0M
Cerity Partners LLC 0.06% Add +136.8% 61,684 $23.9M
Zacks Investment Management 0.25% Add +9.0% 59,989 $23.6M
W1M Asset Management Ltd 1.78% Add +6.6% 59,410 $23.3M
DNB Asset Management AS 0.12% Reduce -7.4% 58,695 $23.1M
Cobblestone Capital Advisors LLC 1.44% Reduce -1.0% 57,990 $22.8M
State of Tennessee, Department of Treasury 0.08% Reduce -0.2% 57,202 $22.5M
Cibc World Markets Corp. 0.15% Add +6.4% 57,159 $22.5M
Canada Pension Plan Investment Board 0.02% Reduce -48.5% 56,890 $22.4M
Resona Asset Management Co.,Ltd. 0.13% — 56,715 $22.3M
Los Angeles Capital Management LLC 0.08% Reduce -36.1% 56,593 $22.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -13.8% 56,329 $22.1M
Perigon Wealth Management, LLC 0.67% Add +0.1% 56,011 $22.0M
Weiss Asset Management LP 1.29% New 55,666 $21.9M
Rafferty Asset Management, LLC 0.08% Reduce -2.5% 55,355 $21.8M
Tokio Marine Asset Management Co. Ltd. 1.10% Reduce -4.4% 55,208 $21.7M
STRS Ohio 0.09% Reduce -4.5% 54,948 $21.6M
Handelsbanken Fonder AB 0.09% Add +11.7% 54,666 $21.5M
M&T Bank Corp 0.07% Reduce -1.0% 54,451 $21.4M
Varma Mutual Pension Insurance Co 0.19% Add +491.3% 54,400 $21.4M
BRX Global LP 16.05% Add +26.1% 54,378 $21.4M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -15.9% 53,313 $21.0M
Norris Perne & French LLP 1.51% Add +0.8% 53,192 $20.9M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +96.3% 53,000 $20.8M
CIBC Private Wealth Group LLC 0.04% Add +7.1% 52,770 $20.8M
Hikari Power Ltd 1.78% No change 52,700 $20.7M
Forsta Ap-Fonden 0.18% Add +68.0% 52,600 $20.7M
Campbell Newman Asset Management Inc. 1.64% Reduce -1.4% 51,344 $20.2M
Xponance LLC 0.21% Add +8.7% 51,084 $20.1M
Welch & Forbes LLC 0.27% Add +13.1% 49,268 $19.4M
American International Group, Inc. 0.07% Reduce -1.1% 48,626 $19.1M
Fiduciary Group, LLC 2.06% Reduce -2.1% 48,134 $18.9M
Arizona State Retirement System 0.13% Add +1.7% 47,264 $18.6M
Achmea Investment Management B.V. 0.35% Add +123.3% 46,672 $18.3M
Saraza Management, LP 4.59% Add +21.6% 45,000 $17.7M
Banco Santander, S.A. 0.21% Add +0.3% 43,973 $17.3M
Walter Public Investments Inc. 3.37% Add +18.4% 43,905 $17.3M
State of Michigan Retirement System 0.09% No change 43,106 $16.9M
MetLife Investment Management, LLC 0.11% Reduce -3.0% 42,860 $16.8M
Kestra Advisory Services, LLC 0.11% Add +0.9% 42,617 $16.7M
Jane Street Group, LLC 0.02% Reduce -41.9% 41,897 $16.5M
UniSuper Management Pty Ltd 0.16% Add +8.3% 41,773 $16.4M
Mariner, LLC 0.03% Add +11.3% 40,237 $15.8M
Maverick Capital 0.30% Add +3122.7% 39,736 $15.6M
Shell Asset Management Co. 0.70% Add +13.9% 36,610 $15.4M
GHP Investment Advisors, Inc. 0.76% Reduce -2.8% 39,089 $15.4M
Susquehanna International Group, LLP 0.02% Reduce -26.6% 39,083 $15.4M
Janney Montgomery Scott LLC 0.05% Add +8.9% 38,650 $15.2M
Candriam S.C.A. 0.10% Add +65.4% 37,705 $14.8M
Natixis 0.08% New 37,645 $14.8M
HughesLittle Investment Management Ltd. 3.22% Reduce -43.3% 37,298 $14.7M
Federation des caisses Desjardins du Quebec 0.11% Add +3.0% 37,367 $14.6M
Comerica Bank 0.06% Add +1.0% 37,092 $14.6M
Progressive Investment Management Corp 3.97% Reduce -1.1% 36,825 $14.5M
Laurion Capital Management LP 0.40% New 36,644 $14.4M
Texas Permanent School Fund Corp. 0.11% Add +0.3% 36,189 $14.2M
NorthCrest Asset Manangement, LLC 0.48% Add +3.1% 36,010 $14.2M
1832 Asset Management L.P. 0.03% Add +9.3% 35,046 $13.8M
TRB Advisors LP 2.97% New 35,000 $13.8M
Retirement Systems of Alabama 0.05% Add +0.1% 34,736 $13.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +0.3% 34,550 $13.6M
Amalgamated Bank 0.12% Reduce -15.1% 34,225 $13.5M
Marex Group Ltd 0.43% New 33,570 $13.2M
IFM Investors Pty Ltd 0.14% Reduce -1.1% 32,815 $12.9M
USS Investment Management Ltd 0.11% Add +1.3% 32,476 $12.8M
Baron Capital (BAMCO) 0.03% Add +57.0% 32,270 $12.7M
11 Capital Partners LP 5.53% New 32,121 $12.6M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +0.5% 32,431 $12.6M
Hikari Tsushin, Inc. 0.99% No change 31,689 $12.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +3.9% 37,685 $12.3M
Acadian Asset Management LLC 0.04% Reduce -56.3% 30,867 $12.1M
Vontobel Holding Ltd. 0.10% Reduce -21.0% 30,543 $12.0M
ProShare Advisors LLC 0.03% Reduce -6.1% 30,496 $12.0M
Round Hill Asset Management 7.16% Reduce -12.4% 30,114 $11.8M
CW Advisors, LLC 0.20% Add +3.4% 29,710 $11.7M
Blair William & Co. 0.04% Add +1.7% 29,534 $11.6M
Janus Henderson Group PLC 0.01% Add +24.1% 29,360 $11.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -78.9% 29,318 $11.5M
Fifth Third Bancorp 0.04% Reduce -0.1% 29,258 $11.5M
Truist Financial Corp. 0.02% Add +2.1% 28,357 $11.1M
Thrivent Financial for Lutherans 0.02% Add +313.6% 28,323 $11.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -2.1% 28,043 $11.0M
AMF Tjanstepension AB 0.08% Reduce -35.3% 27,777 $10.9M
Czech National Bank 0.14% Add +0.5% 27,691 $10.9M
Utah Retirement Systems 0.13% Reduce -0.2% 27,523 $10.8M
Marks Group Wealth Management, Inc 1.12% Add +2.8% 27,326 $10.7M
Brasada Capital Management, LP 1.92% Reduce -1.3% 27,133 $10.7M
Aquamarine Capital (Aquamarine Zurich) 4.05% No change 27,000 $10.6M
Evoke Wealth, LLC 0.32% New 26,991 $10.6M
Ossiam 0.19% Reduce -51.7% 26,901 $10.6M
Picton Mahoney Asset Management 0.43% Add +126.9% 25,875 $10.2M
Dock Street Asset Management Inc. 1.47% Reduce -3.5% 24,951 $9.8M
Public Sector Pension Investment Board 0.07% Add +0.5% 24,860 $9.8M
Ethic Inc. 0.24% Add +15.7% 24,290 $9.5M
Generate Investment Management Ltd 0.75% No change 24,277 $9.5M
Avanda Investment Management Pte. Ltd. 1.27% New 24,173 $9.5M
New York Life Investment Management LLC 0.09% Reduce -3.2% 24,059 $9.5M
Genus Capital Management Inc. 1.21% — 23,763 $9.3M
Public Employees Retirement Association of Colorado 0.04% Reduce -5.0% 23,446 $9.2M
Allianz Asset Management GmbH 0.02% Add +1.4% 23,348 $9.2M
SG Americas Securities, LLC 0.05% Reduce -77.6% 23,165 $9.1M
CIBC Asset Management Inc 0.03% Add +3.2% 23,142 $9.1M
Pathstone Holdings, LLC 0.04% Add +8.6% 23,119 $9.1M
Park State Asset Management 5.32% Reduce -0.3% 22,738 $8.9M
Mitchell Sinkler & Starr 2.22% Reduce -8.2% 22,575 $8.9M
Commonwealth Equity Services, LLC 0.01% Add +5.6% 22,220 $8.7M
Yousif Capital Management, LLC 0.09% Add +5.8% 21,775 $8.6M
Tower Bridge Advisors 0.88% Reduce -38.2% 21,604 $8.5M
Point72 Europe (London) LLP 0.76% Reduce -16.7% 20,900 $8.2M
Oxbow Advisors, LLC 1.16% Reduce -2.3% 20,797 $8.2M
Mutual of America Capital Management LLC 0.09% Reduce -2.0% 20,634 $8.1M
Douglass Winthrop Advisors, LLC 0.16% Add +0.7% 20,223 $7.9M
High Ground Investment Management LLP 3.80% Reduce -51.1% 20,130 $7.9M
American Century Companies Inc. 0.00% Reduce -7.5% 19,855 $7.8M
ING Groep NV 0.05% Reduce -57.6% 19,844 $7.8M
Scotia Capital Inc. 0.05% Add +6.9% 19,797 $7.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +3.8% 19,726 $7.8M
O'shaughnessy Asset Management, LLC 0.09% Add +12.8% 19,724 $7.8M
Carderock Capital Management Inc. 2.16% Add +1.5% 19,628 $7.7M
Nissay Asset Management Corp. /Japan 0.05% Reduce -2.2% 19,282 $7.6M
Creative Planning 0.01% Add +8.5% 19,021 $7.5M
1623 Capital LLC 4.13% Reduce -2.1% 18,800 $7.4M
Cetera Investment Advisers 0.02% Add +204.2% 18,753 $7.4M
Daiwa Securities Group Inc. 0.04% Add +11.7% 18,740 $7.4M
Oppenheimer Asset Management Inc. 0.11% Reduce -10.2% 18,498 $7.3M
Bridgewater Associates 0.04% New 18,256 $7.2M
Trium Capital LLP 2.66% Add +20.9% 18,063 $7.1M
Titan Global Capital Management USA LLC 1.11% Reduce -4.1% 17,906 $7.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.57% Add +4.9% 17,903 $7.0M
Makena Capital Management LLC 1.64% Add +1.2% 17,874 $7.0M
Schonfeld Strategic Advisors LLC 0.05% Add +585.5% 17,413 $6.8M
Tredje AP-fonden 0.07% Add +41.0% 17,186 $6.8M
US Bancorp \de 0.01% Reduce -2.1% 17,169 $6.7M
LGT Group Foundation 0.16% Reduce -0.4% 17,156 $6.7M
Illinois Municipal Retirement Fund 0.10% No change 17,136 $6.7M
State of Alaska, Department of Revenue 0.08% Add +0.4% 17,075 $6.7M
East Coast Asset Management, LLC. 2.41% Add +0.1% 16,840 $6.6M
Pacer Advisors, Inc. 0.02% Add +31.8% 16,796 $6.6M
Kintegral Advisory, LLC 0.66% Reduce -0.3% 16,676 $6.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +6.1% 16,567 $6.5M
Ghe, LLC 2.98% Add +1.4% 16,416 $6.5M
MML Investors Services, LLC 0.03% Reduce -2.1% 16,047 $6.3M
Donaldson Capital Management, LLC 0.26% Add +3.6% 15,702 $6.2M
Central Bank & Trust Co. 0.87% Reduce -0.2% 15,515 $6.1M
Glenmede Trust Co. NA 0.03% Reduce -3.1% 15,348 $6.0M
Wedge Capital Management L L P 0.10% Reduce -28.7% 15,312 $6.0M
Vancity Investment Management Ltd 0.72% Reduce -2.4% 15,298 $6.0M
XXEC, Inc. 4.50% Reduce -31.5% 15,213 $6.0M
Macquarie Group Ltd. 0.01% Reduce -2.0% 15,210 $6.0M
AdvisorShares Investments LLC 1.10% Add +50.9% 15,122 $5.9M
Elo Mutual Pension Insurance Co 0.14% Add +4.4% 15,049 $5.9M
Crown Oak Advisors, LLC 3.23% Add +1.4% 14,949 $5.9M
Bell Asset Management Ltd 0.86% Reduce -0.3% 14,932 $5.9M
Crossmark Global Holdings, Inc. 0.11% Add +25.5% 14,849 $5.8M
Susquehanna Fundamental Investments, LLC 0.27% New 14,502 $5.7M
Prudential PLC 0.05% Add +132.2% 14,020 $5.5M
Alps Advisors Inc. 0.04% Add +6.7% 13,902 $5.5M
Cresset Asset Management, LLC 0.03% Add +18.9% 13,890 $5.5M
Penbrook Management LLC 3.35% No change 13,750 $5.4M
Gulf International Bank (UK) Ltd 0.14% Add +0.3% 13,645 $5.4M
Oregon Public Employees Retirement Fund 0.10% Add +9.7% 13,424 $5.3M
Cloverfields Capital Group, LP 1.76% Add +8.2% 13,275 $5.2M
Baird Financial Group, Inc. 0.01% Reduce -1.1% 13,054 $5.1M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -5.2% 12,926 $5.1M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -10.9% 12,908 $5.0M
Blue Zone Wealth Advisors, LLC 1.73% Add +4.6% 12,810 $5.0M
Allspring Global Investments Holdings, LLC 0.01% Add +11.6% 12,741 $5.0M
NorthCoast Asset Management LLC 0.06% Add +20.2% 12,676 $5.0M
Nordea Investment Management AB 0.01% Reduce -3.9% 12,433 $4.9M
National Philanthropic Trust 0.11% No change 12,494 $4.9M
Totem Point Management, LLC 5.27% Reduce -5.9% 12,254 $4.8M
Lincoln Capital LLC 1.07% Reduce -0.6% 12,233 $4.8M
Bluegrass Capital Partners LP 4.92% Reduce -20.0% 12,000 $4.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.0% 11,990 $4.7M
Kentucky Retirement Systems 0.14% Reduce -5.1% 11,952 $4.7M
Lingotto Investment Management LLP 0.20% New 11,931 $4.7M
CenterBook Partners LP 0.32% New 11,901 $4.7M
Daiichi Life Insurance Co., Ltd. 0.10% No change 11,805 $4.6M
Cornerstone Advisors, LLC 0.19% No change 11,800 $4.6M
Maryland State Retirement & Pension System 0.09% No change 12,352 $4.6M
Patton Fund Management, Inc. 0.84% New 11,724 $4.6M
Wealthfront Advisers LLC 0.02% Add +8.1% 11,548 $4.5M
GTS Securities LLC 0.12% Reduce -15.1% 11,436 $4.5M
Midwest Professional Planners, LTD. 1.57% Reduce -21.7% 11,353 $4.5M
Rockefeller Capital Management L.P. 0.01% Reduce -7.4% 11,273 $4.4M
QRG Capital Management, Inc. 0.06% Add +4.2% 11,259 $4.4M
Live Oak Private Wealth LLC 0.76% Add +4.5% 11,219 $4.4M
Guggenheim Capital LLC 0.03% Add +0.3% 11,213 $4.4M
Vanguard Personalized Indexing Management, LLC 0.09% Add +6.5% 11,185 $4.4M
Metis Global Partners, LLC 0.16% Add +4.0% 11,011 $4.3M
Ballentine Partners, LLC 0.08% Add +3.5% 10,982 $4.3M
John G Ullman & Associates Inc. 0.65% Reduce -3.1% 10,857 $4.3M
Fogel Capital Management, Inc. 2.50% Add +0.4% 11,150 $4.2M
BNP Paribas 0.20% — 10,748 $4.2M
Lazard Asset Management LLC 0.01% Reduce -70.6% 10,703 $4.2M
Fiduciary Trust Co 0.06% Reduce -10.2% 10,357 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.9% 10,323 $4.1M
AQR Capital Management 0.01% Add +18.7% 10,317 $4.1M
Hartford Investment Management Co. 0.14% Reduce -4.1% 10,167 $4.0M
Taikang Asset Management (Hong Kong) Co Ltd 0.84% No change 10,091 $4.0M
Gabelli Funds LLC 0.03% Add +1.6% 10,009 $3.9M
KP Management LLC 1.69% No change 10,000 $3.9M
Fiduciary Alliance LLC 0.68% Reduce -2.6% 9,830 $3.9M
Fortis Capital Management LLC 1.01% Add +8.2% 9,766 $3.8M
Kerrisdale Advisers, LLC 1.19% No change 9,673 $3.8M
Glenview Trust Co 0.08% Reduce -2.4% 9,636 $3.8M
Taylor Hoffman Wealth Management 1.60% Add +1.2% 9,598 $3.8M
Insight Wealth Strategies, LLC 0.55% New 9,595 $3.8M
Chicago Partners Investment Group LLC 0.16% Add +11.9% 9,729 $3.7M
Transamerica Financial Advisors, LLC 0.38% Add +1000.6% 9,432 $3.7M
Windmill Hill Asset Management Ltd 1.32% Add +24.0% 9,372 $3.7M
Northwest Investment Counselors, LLC 0.89% Reduce -1.5% 9,302 $3.7M
Securian Asset Management, Inc. 0.11% Reduce -7.3% 9,228 $3.6M
Credit Agricole S A 0.06% Add +117.3% 9,676 $3.6M
Louisiana State Employees Retirement System 0.07% Reduce -3.2% 9,200 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -25.9% 9,134 $3.6M
Crewe Advisors LLC 0.42% New 9,063 $3.6M
Addenda Capital Inc. 0.13% Reduce -6.0% 9,016 $3.5M
United Capital Financial Advisors, LLC 0.03% Add +20.2% 8,826 $3.5M
Teacher Retirement System of Texas 0.02% Reduce -16.3% 8,739 $3.4M
Gotham Asset Management 0.05% Add +27.7% 8,697 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -57.8% 8,684 $3.4M
Allianz SE 0.11% — 8,590 $3.4M
Strategic Advocates LLC 1.26% Add +342.3% 8,359 $3.3M
Bank Pictet & Cie (asia) Ltd. 1.81% Add +24.4% 8,357 $3.3M
Connable Office Inc. 0.37% Reduce -1.8% 8,295 $3.3M
Ieq Capital, LLC 0.05% Add +6.1% 8,199 $3.2M
Mercer Global Advisors Inc. 0.01% Add +6.3% 8,138 $3.2M
First National Bank of Omaha 0.22% Reduce -30.5% 6,870 $3.2M
Harbor Advisors LLC 0.58% No change 8,000 $3.1M
Ninety One SA (Pty) Ltd 0.45% Reduce -17.6% 7,990 $3.1M
Roundview Capital LLC 0.26% Add +4.5% 7,976 $3.1M
Smith Salley Wealth Management 0.24% Add +7.0% 7,905 $3.1M
Keybank National Association 0.01% Reduce -0.5% 7,901 $3.1M
New Mexico Educational Retirement Board 0.11% Reduce -3.7% 7,892 $3.1M
Citadel Investment Advisory, Inc. 1.75% No change 7,865 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -1.9% 7,801 $3.1M
Intech Investment Management LLC 0.04% Reduce -37.4% 7,772 $3.1M
Altrafin AG 1.11% New 7,759 $3.0M
Rehmann Capital Advisory Group 0.23% Reduce -0.2% 7,747 $3.0M
Atria Investments, Inc 0.04% Add +10.9% 7,707 $3.0M
Swiss Life Asset Management Ltd 0.04% Reduce -72.4% 7,681 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.3% 7,681 $3.0M
E. Ohman J:or Asset Management AB 0.08% Add +16.3% 7,674 $3.0M
Yacktman Asset Management 0.03% No change 7,670 $3.0M
Boston Trust Walden Corp 0.02% Reduce -1.8% 7,630 $3.0M
iA Global Asset Management Inc. 0.06% Add +0.7% 7,625 $3.0M
Wealthcare Advisory Partners LLC 0.10% New 7,550 $3.0M
Sendero Wealth Management, LLC 0.50% Reduce -2.0% 7,443 $2.9M
Williams Jones Wealth Management, LLC. 0.04% Add +26.6% 7,441 $2.9M
Van Den Berg Management I, Inc. 0.86% Reduce -1.1% 7,430 $2.9M
Peak Financial Advisors LLC 1.76% New 7,362 $2.9M
Kingfisher Capital LLC 0.70% Add +1.0% 7,309 $2.9M
Dorsey Wright & Associates 0.75% New 7,299 $2.9M
Slow Capital, Inc. 0.46% Reduce -3.4% 7,286 $2.9M
Man Group plc 0.01% New 7,233 $2.8M
Pine Valley Investments Ltd Liability Co 0.22% Reduce -4.1% 7,194 $2.8M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -7.8% 7,140 $2.8M
Kestra Private Wealth Services, LLC 0.06% Reduce -0.6% 7,063 $2.8M
Captrust Financial Advisors 0.01% Reduce -31.5% 6,970 $2.7M
Tidal Investments LLC 0.05% Add +9.8% 6,880 $2.7M
Rathbones Group PLC 0.02% Add +0.5% 6,805 $2.7M
Highland Capital Management, LLC 0.15% Reduce -0.3% 6,789 $2.7M
Syntegra Private Wealth Group, LLC 0.34% No change 6,767 $2.7M
Trust Co. of Toledo NA 0.41% No change 6,750 $2.7M
Ostrum Asset Management 0.21% Reduce -14.5% 6,657 $2.6M
Crawford Investment Counsel Inc. 0.05% Reduce -0.7% 6,624 $2.6M
Atria Wealth Solutions, Inc. 0.03% Add +5.6% 6,511 $2.6M
Olstein Capital Management, L.P. 0.42% Reduce -7.1% 6,500 $2.6M
Keebeck Wealth Management 0.38% Reduce -1.8% 6,495 $2.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.5% 6,443 $2.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -2.5% 6,443 $2.5M
Greenleaf Trust 0.02% Add +0.9% 6,442 $2.5M
Moore Capital Management, LP 0.05% New 6,441 $2.5M
CreativeOne Wealth, LLC 0.10% Add +12.8% 6,379 $2.5M
Metropolitan Life Insurance Co 0.11% Reduce -0.9% 6,348 $2.5M
Vinva Investment Management Ltd 0.14% Add +9.9% 6,269 $2.5M
Siemens Fonds Invest GmbH 0.19% Reduce -1.2% 6,231 $2.4M
Tiaa Trust, National Association 0.01% Reduce -0.9% 6,226 $2.4M
Commerce Bank 0.02% Add +0.1% 6,172 $2.4M
LMCG Investments, LLC 0.14% No change 6,107 $2.4M
Regions Financial Corp. 0.02% Add +0.2% 6,102 $2.4M
Applied Capital LLC 1.91% Add +1.6% 5,984 $2.4M
T. Rowe Price Investment Management, Inc. 0.00% Add +76.9% 5,974 $2.3M
Whittier Trust Co. of Nevada Inc. 0.07% Add +1.7% 5,969 $2.3M
NewEdge Wealth, LLC 0.05% Add +7.9% 6,181 $2.3M
Baker Avenue Asset Management, LP 0.09% Reduce -0.4% 5,903 $2.3M
Empirical Finance, LLC 0.14% Add +3.5% 5,735 $2.3M
Saturna Capital Corp. 0.03% No change 5,689 $2.2M
Huntington National Bank 0.02% Add +3.1% 5,562 $2.2M
Norinchukin Bank, The 0.07% Reduce -1.6% 5,544 $2.2M
MCF Advisors LLC 0.17% Reduce -5.0% 5,509 $2.2M
Exchange Capital Management, Inc. 0.35% Reduce -2.6% 5,507 $2.2M
General Partner, Inc. 1.36% No change 5,491 $2.2M
Transcend Capital Advisors, LLC 0.17% Reduce -0.5% 5,482 $2.2M
SkyView Investment Advisors, LLC 0.40% Add +13.8% 5,477 $2.2M
Hennion & Walsh Asset Management, Inc. 0.11% Add +42.2% 5,459 $2.1M
OneDigital Investment Advisors LLC 0.03% Reduce -2.9% 5,416 $2.1M
Fairbanks Capital Management, Inc. 1.47% Reduce -1.5% 5,407 $2.1M
Kornitzer Capital Management Inc. 0.04% Reduce -25.8% 5,395 $2.1M
Motley Fool Asset Management LLC 0.14% Add +7.0% 5,394 $2.1M
Ingalls & Snyder LLC 0.09% Add +8.2% 5,286 $2.1M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -4.3% 5,211 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -7.4% 5,194 $2.0M
First National Advisers, LLC 0.45% Add +14.9% 5,587 $2.0M
Legato Capital Management LLC 0.24% No change 5,129 $2.0M
Naples Global Advisors, LLC 0.20% Reduce -1.9% 5,088 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.2% 4,994 $2.0M
Quantinno Capital Management LP 0.04% Add +20.6% 4,958 $1.9M
Empowered Funds, LLC 0.03% Add +2.4% 4,809 $1.9M
Blue Fin Capital, Inc. 0.42% Add +0.5% 4,779 $1.9M
Brevan Howard Capital Management LP 0.18% Reduce -0.1% 4,776 $1.9M
Diversified Trust Co. 0.06% Reduce -0.6% 4,770 $1.9M
Beacon Investment Advisory Services, Inc. 0.08% Reduce -6.7% 4,699 $1.8M
Engineers Gate Manager LP 0.05% New 4,693 $1.8M
Blue Edge Capital, LLC 0.31% New 4,686 $1.8M
Parallel Advisors, LLC 0.05% Reduce -2.9% 4,684 $1.8M
LBP Am SA 0.07% Reduce -38.4% 4,654 $1.8M
Lineweaver Wealth Advisors, LLC 0.43% Add +0.2% 4,647 $1.8M
Atom Investors LP 0.23% New 4,627 $1.8M
Sterling Investment Management, LLC 1.28% Add +3.2% 4,605 $1.8M
Rossmore Private Capital 0.24% No change 4,600 $1.8M
Meiji Yasuda Life Insurance Co 0.04% New 4,550 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.9% 4,514 $1.8M
Bessemer Group Inc. 0.00% Add +0.9% 4,499 $1.8M
Praxis Investment Management Inc. 0.12% No change 4,475 $1.8M
Kirtland Hills Capital Management, LLC 1.52% — 4,447 $1.8M
Accent Capital Management, LLC 1.50% Add +10.6% 4,430 $1.7M
Apollon Wealth Management, LLC 0.05% Reduce -2.6% 4,336 $1.7M
Landscape Capital Management, L.L.C. 0.15% New 4,333 $1.7M
IMS Capital Management 0.78% Add +0.7% 4,270 $1.7M
Squarepoint Ops LLC 0.01% Reduce -92.5% 4,268 $1.7M
Wilmington Savings Fund Society, FSB 0.06% — 4,213 $1.7M
Value Partners Investments Inc. 0.13% Add +8.9% 4,191 $1.6M
Rodgers Brothers Inc. 0.22% Reduce -1.1% 4,181 $1.6M
Bokf, NA 0.03% Reduce -2.9% 4,171 $1.6M
Vident Advisory, LLC 0.03% Add +4.3% 4,175 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.1% 4,163 $1.6M
Level Four Advisory Services, LLC 0.09% Add +7.6% 4,185 $1.6M
Essex Bank 0.47% No change 4,134 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.6% 4,087 $1.6M
NEOS Investment Management LLC 0.10% Add +30.6% 4,028 $1.6M
Van Strum & Towne Inc. 0.57% No change 4,000 $1.6M
Signaturefd, LLC 0.03% Add +2.0% 3,952 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -57.9% 3,947 $1.6M
Texas Yale Capital Corp. 0.07% Add +0.3% 3,943 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +16.2% 3,865 $1.5M
DAVENPORT & Co LLC 0.01% Add +12.3% 3,903 $1.5M
HighPoint Advisor Group LLC 0.11% Add +0.6% 3,819 $1.5M
Darwin Wealth Management, LLC 0.42% Reduce -10.5% 3,846 $1.5M
Angeles Wealth Management, LLC 0.15% Add +0.3% 3,845 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -11.6% 3,827 $1.5M
Vinland Capital Management Gestora de Recursos LTDA. 1.25% New 3,822 $1.5M
Cibc World Market Inc. 0.00% Add +54.5% 3,811 $1.5M
Aft, Forsyth & Sober, LLC 0.52% No change 3,725 $1.5M
Marshall Financial Group, LLC 0.42% Add +5.4% 3,691 $1.5M
Long Road Investment Counsel, LLC 0.61% No change 3,679 $1.4M
Citizens Financial Group Inc. 0.05% Reduce -5.0% 3,633 $1.4M
K.J. Harrison & Partners Inc 0.22% Add +500.0% 3,624 $1.4M
Verition Fund Management LLC 0.02% Add +53.2% 3,600 $1.4M
Alberta Investment Management Corp 0.01% No change 3,600 $1.4M
Linden Thomas Advisory Services, LLC 0.23% Add +24.4% 3,579 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -25.6% 3,527 $1.4M
Capstone Investment Advisors, LLC 0.05% New 3,503 $1.4M
Bleakley Financial Group, LLC 0.04% Reduce -2.2% 3,492 $1.4M
Okabena Investment Services Inc. 0.46% Reduce -67.2% 3,486 $1.4M
Simplicity Wealth,LLC 0.03% New 3,474 $1.4M
Merit Financial Group, LLC 0.03% Add +55.7% 3,541 $1.3M
Westbourne Investment Advisors, Inc. 0.49% Reduce -12.5% 3,421 $1.3M
V-Square Quantitative Management LLC 0.19% Add +23.5% 3,416 $1.3M
Composition Wealth, LLC 0.03% Add +20.9% 3,398 $1.3M
Cypress Capital Group 0.16% Reduce -3.0% 3,317 $1.3M
Clark Capital Management Group, Inc. 0.01% Reduce -0.1% 3,310 $1.3M
Shilanski & Associates, Inc. 0.44% New 3,271 $1.3M
First Trust Direct Indexing L.P. 0.10% Add +16.8% 3,264 $1.3M
AXS Investments LLC 0.31% Reduce -4.9% 3,254 $1.3M
Global Endowment Management, LP 0.13% Add +142.7% 3,252 $1.3M
Harbert Fund Advisors, LLC 0.88% Add +140.7% 3,250 $1.3M
Pinnacle Financial Partners Inc 0.03% Add +0.9% 3,249 $1.3M
Vestcor Inc 0.04% Reduce -9.2% 3,245 $1.3M
Equitable Trust Co. 0.09% Reduce -5.9% 3,240 $1.3M
Hills Bank & Trust Co 0.11% Reduce -2.5% 3,209 $1.3M
Advisory Services Network, LLC 0.03% Add +9.2% 3,194 $1.3M
Walleye Trading LLC 0.02% Reduce -9.5% 3,190 $1.3M
Jump Financial, LLC 0.03% Reduce -58.7% 3,188 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,186 $1.3M
HM Payson & Co. 0.02% No change 3,182 $1.3M
Knollwood Investment Advisory, LLC 0.22% No change 3,150 $1.2M
Caprock Group, LLC 0.07% Add +2.8% 3,148 $1.2M
SVB Wealth LLC 0.03% Add +0.2% 3,119 $1.2M
Private Advisor Group, LLC 0.01% Reduce -10.1% 3,107 $1.2M
Ironwood Investment Counsel, LLC 0.21% No change 3,104 $1.2M
Unigestion Holding SA 0.06% Add +126.8% 3,096 $1.2M
Cwm, LLC 0.01% Add +4.4% 3,090 $1.2M
Anchor Investment Management, LLC 0.13% Add +0.4% 3,052 $1.2M
Redmond Asset Management, LLC 0.38% Reduce -9.9% 3,006 $1.2M
Sepio Capital, LP 0.10% Reduce -16.5% 3,004 $1.2M
Mystic Asset Management, Inc. 0.49% No change 3,000 $1.2M
Clearstead Advisors, LLC 0.06% Add +2.7% 2,964 $1.2M
Quantitative Investment Management, LLC 0.07% New 2,990 $1.2M
Park Avenue Securities LLC 0.02% Add +4.4% 2,988 $1.2M
Hantz Financial Services, Inc. 0.02% Add +10.4% 2,938 $1.2M
Monte Financial Group, LLC 0.50% Add +1.2% 2,929 $1.2M
Principal Securities, Inc. 0.04% Reduce -1.3% 2,928 $1.2M
Moloney Securities Asset Management, LLC 0.17% Add +0.5% 2,901 $1.1M
Raymond James Trust N.A. 0.03% Reduce -2.5% 2,886 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -88.4% 2,874 $1.1M
UMB Bank, n.a. 0.02% Add +0.1% 2,852 $1.1M
Key Financial Inc 0.28% Reduce -5.8% 2,812 $1.1M
Smithfield Trust Co 0.06% No change 2,810 $1.1M
Versor Investments LP 0.22% New 2,801 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Add +1.9% 3,463 $1.1M
XTX Topco Ltd 0.15% Add +54.4% 2,774 $1.1M
Evermay Wealth Management LLC 0.16% Reduce -0.0% 2,742 $1.1M
Meeder Advisory Services, Inc. 0.11% Add +5.9% 2,729 $1.1M
Avitas Wealth Management LLC 0.16% Add +1.9% 2,712 $1.1M
Palestra Capital Management LLC 0.04% New 2,700 $1.1M
DoubleLine ETF Adviser LP 0.27% Add +2.2% 2,683 $1.1M
Epoch Investment Partners, Inc. 0.00% No change 2,673 $1.1M
CWA Asset Management Group, LLC 0.06% Add +20.9% 2,659 $1.0M
Investment Management Corp of Ontario 0.03% Reduce -31.1% 2,659 $1.0M
Waldron Private Wealth LLC 0.05% Reduce -25.1% 2,658 $1.0M
Bridges Investment Management Inc. 0.03% No change 2,600 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +6.7% 2,588 $1.0M
Coldstream Capital Management Inc. 0.03% No change 2,560 $1.0M
Lake Street Advisors Group, LLC 0.05% Add +1.5% 2,556 $1.0M
Washington Trust Advisors, Inc. 0.09% Reduce -4.0% 2,555 $1.0M
Heritage Wealth Management, LLC 0.51% Reduce -2.5% 2,552 $1.0M
MAI Capital Management 0.01% Reduce -0.7% 2,545 $1.0M
D.A. Davidson & Co. 0.01% Add +18.3% 2,531 $995K
Capital Analysts, LLC 0.05% No change 2,530 $994K
Bahl & Gaynor LLC 0.01% No change 2,527 $993K
Accretive Wealth Partners, LLC 0.44% Reduce -1.3% 2,604 $991K
Rockline Wealth Management, LLC 0.34% Add +11.1% 2,495 $981K
Horizon Investments, LLC 0.03% Reduce -3.6% 2,495 $981K
Savant Capital, LLC 0.01% Reduce -23.3% 2,486 $977K
Independent Advisor Alliance 0.04% Add +23.7% 2,475 $973K
Arax Advisory Partners 0.10% Reduce -5.2% 2,463 $968K
Asset Management Group, Inc. 0.15% No change 2,445 $961K
Cipher Capital LP 0.44% Add +142.3% 2,437 $958K
Rwa Wealth Partners, LLC 0.01% Reduce -4.6% 2,433 $956K
Profund Advisors LLC 0.04% Add +13.3% 2,416 $950K
Qtron Investments LLC 0.13% No change 2,396 $942K
Oppenheimer & Co. Inc. 0.02% Add +9.2% 2,393 $941K
Prime Capital Investment Advisors, LLC 0.01% Add +12.3% 2,389 $939K
Triangle Securities Wealth Management 0.27% Reduce -2.8% 2,387 $938K
HB Wealth Management, LLC 0.01% Add +1.6% 2,378 $935K
First Hawaiian Bank 0.03% Add +1.3% 2,375 $933K
Great Lakes Retirement, Inc. 0.14% Add +3.1% 2,371 $932K
SRN Advisors, LLC 0.71% Add +4.9% 2,318 $911K
Credential Qtrade Securities Inc. 0.05% Reduce -3.2% 2,298 $903K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +23.9% 2,283 $897K
Encompass Wealth Advisors, LLC 0.24% No change 2,250 $884K
Legacy Advisors, LLC 0.11% Reduce -25.6% 2,244 $882K
Ballast Advisors LLC 0.30% Add +8.3% 2,238 $880K
Maple Capital Management, Inc. 0.08% Reduce -0.1% 2,205 $867K
Roberts Capital Advisors, LLC 0.82% — 2,183 $858K
Tudor Investment Corporation 0.01% Reduce -95.7% 2,178 $856K
CENTRAL TRUST Co 0.02% Reduce -4.0% 2,174 $854K
Empirical Asset Management, LLC 0.40% New 2,121 $833K
OLIO Financial Planning 0.35% No change 2,124 $830K
Seneca Financial Advisors LLC 0.44% No change 2,100 $825K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -5.5% 2,163 $820K
Verdence Capital Advisors LLC 0.07% Reduce -1.0% 2,085 $820K
Benjamin F. Edwards & Company, Inc. 0.01% Add +24.7% 2,077 $817K
Robertson Stephens Wealth Management, LLC 0.04% New 2,070 $814K
Lawson Kroeker Investment Management Inc. 0.15% No change 2,070 $814K
Sentry LLC 0.15% No change 2,042 $803K
Stonebridge Capital Management Inc. 0.35% No change 2,000 $786K
Concourse Financial Group Securities, Inc. 0.05% Add +51.0% 1,994 $784K
Spirepoint Private Client, LLC 0.12% — 1,984 $780K
Delta Investment Management, LLC 0.18% Add +0.3% 1,966 $773K
Balentine LLC 0.02% Add +3.7% 1,956 $769K
Riversedge Advisors, LLC 0.19% Add +1.1% 1,934 $760K
SYSTM Wealth Solutions LLC 0.10% Reduce -51.7% 1,918 $754K
Wedmont Private Capital 0.05% Add +5.0% 1,876 $746K
Fishman Jay A Ltd. 0.08% No change 1,875 $737K
Whittier Trust Co. 0.01% Reduce -21.5% 1,870 $735K
Azzad Asset Management Inc. 0.08% Reduce -3.9% 1,854 $729K
J. W. Coons Advisors, LLC 0.13% Add +5.7% 1,850 $727K
Spinnaker Trust 0.05% Add +3.1% 1,840 $723K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.6% 1,831 $720K
Choate Investment Advisors 0.02% Reduce -1.5% 1,828 $718K
Personal Cfo Solutions, LLC 0.11% Reduce -2.2% 1,825 $717K
Geller Advisors LLC 0.06% Reduce -6.3% 1,822 $716K
Trust Asset Management LLC 0.06% No change 1,820 $715K
J.W. Cole Advisors, Inc. 0.04% Add +1.5% 1,809 $711K
Ritholtz Wealth Management 0.02% Add +2.1% 1,785 $702K
Brown Brothers Harriman & Co. 0.01% Reduce -1.9% 1,760 $692K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +1.9% 1,757 $691K
High Net Worth Advisory Group LLC 0.22% No change 1,744 $685K
Mather Group, Llc. 0.01% Add +0.2% 1,740 $680K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 1,702 $669K
Baader Bank Aktiengesellschaft 0.05% Add +30.5% 1,700 $668K
D.B. Root & Company, LLC 0.22% Reduce -0.2% 1,691 $665K
Patriot Investment Management Group, Inc. 0.05% Reduce -10.6% 1,689 $664K
Sound View Wealth Advisors Group, LLC 0.07% Add +1.1% 1,688 $663K
Cigna Investments Inc. 0.13% Reduce -1.8% 1,687 $663K
Cornerstone Planning Group LLC 0.21% Reduce -6.7% 1,742 $663K
IFP Advisors, Inc 0.03% Reduce -0.9% 1,683 $662K
Clarius Group, LLC 0.05% Reduce -17.7% 1,667 $655K
Pacific Global Investment Management Co. 0.12% No change 1,660 $653K
Assetmark, Inc. 0.00% Reduce -66.0% 1,660 $652K
Bison Wealth, LLC 0.11% Add +3.0% 1,659 $652K
GeoWealth Management, LLC 0.03% Add +357.5% 1,656 $651K
Circle Wealth Management, LLC 0.02% Add +7.6% 1,655 $650K
Strategy Asset Managers LLC 0.14% New 1,651 $649K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.1% 1,625 $639K
Syon Capital LLC 0.06% Add +0.5% 1,623 $638K
Dorsey & Whitney Trust CO LLC 0.04% Add +10.3% 1,622 $637K
Evergreen Capital Management LLC 0.02% Reduce -18.9% 1,612 $634K
Institute for Wealth Management, LLC. 0.08% Reduce -1.0% 1,611 $633K
Grey Street Capital, LLC 0.09% New 1,610 $633K
Ellevest, Inc. 0.04% Add +2.0% 1,594 $626K
Valeo Financial Advisors, LLC 0.02% Add +0.4% 1,639 $625K
Motco 0.04% Add +9756.3% 1,577 $620K
Argent Trust Co 0.03% Add +4.1% 1,569 $617K
LVW Advisors, LLC 0.10% Add +16.4% 1,566 $615K
Dodge & Cox 0.00% Reduce -8.0% 1,566 $615K
Curi Capital, LLC 0.01% Add +0.3% 1,563 $614K
Evercore Wealth Management, LLC 0.01% Reduce -6.3% 1,554 $611K
Empower Advisory Group, LLC 0.00% Add +1.1% 1,545 $607K
NorthRock Partners, LLC 0.02% Add +8.1% 1,510 $593K
Borer Denton & Associates, Inc. 0.21% No change 1,505 $592K
Graham Capital Management, L.P. 0.03% Reduce -66.7% 1,500 $590K
Threadgill Financial, LLC 0.26% New 1,481 $582K
Bollard Group LLC 0.02% New 1,480 $582K
Cozad Asset Management Inc. 0.06% No change 1,480 $582K
Castle Rock Wealth Management, LLC 0.16% Add +0.1% 1,545 $576K
Brave Asset Management Inc. 0.15% No change 1,463 $575K
Dynasty Wealth Management, LLC 0.02% — 1,437 $565K
Cinctive Capital Management LP 0.03% Reduce -83.4% 1,429 $562K
E Fund Management Co., Ltd. 0.03% New 1,425 $560K
Mission Wealth Management, LP 0.01% Add +4.6% 1,419 $558K
Argyle Capital Management, LLC 0.21% No change 1,400 $550K
Wealthspire Advisors, LLC 0.01% Reduce -7.9% 1,393 $548K
AustralianSuper Pty Ltd 0.00% Reduce -94.8% 1,378 $543K
Lido Advisors, LLC 0.00% Reduce -5.8% 1,369 $538K
Panagora Asset Management Inc. 0.00% Reduce -3.0% 1,354 $532K
First Horizon Advisors, Inc. 0.02% Reduce -0.7% 1,333 $524K
Bar Harbor Wealth Management 0.03% Reduce -4.1% 1,326 $521K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,325 $521K
DDD Partners, LLC 0.06% No change 1,291 $507K
Hilltop National Bank 0.17% — 1,288 $506K
Johnson Investment Counsel Inc. 0.01% Reduce -35.8% 1,287 $506K
Advanced Portfolio Management, LLC 0.95% New 1,285 $505K
Concurrent Investment Advisors, LLC 0.02% Reduce -4.2% 1,274 $501K
FineMark National Bank & Trust 0.02% No change 1,270 $499K
Quadrant Capital Group LLC 0.04% Reduce -8.3% 1,266 $498K
Checchi Capital Advisers, LLC 0.04% Reduce -0.2% 1,257 $494K
Nomura Holdings Inc. 0.00% Reduce -60.3% 1,257 $494K
Palisades Hudson Asset Management, L.P. 0.23% No change 1,258 $494K
Simplex Trading, LLC 0.01% Reduce -22.6% 1,247 $490K
DeDora Capital, Inc. 0.16% New 1,240 $487K
HTLF Bank 0.06% No change 1,240 $487K
Simmons Bank 0.04% Add +50.4% 1,239 $487K
Clifford Swan Investment Counsel LLC 0.02% Add +6.1% 1,235 $485K
Townsquare Capital LLC 0.01% Add +13.2% 1,222 $480K
Westpac Banking Corp. 0.04% Add +0.3% 1,216 $478K
Summit Trail Advisors, LLC 0.01% Add +11.3% 1,207 $474K
Freedom Investment Management, Inc. 0.04% Add +30.0% 1,205 $473K
Schechter Investment Advisors, LLC 0.04% Add +0.2% 1,202 $472K
Fayez Sarofim & Co 0.00% No change 1,200 $472K
Symmetry Partners, LLC 0.04% No change 1,198 $471K
Legacy Private Trust Co. 0.03% Reduce -2.8% 1,197 $470K
Haverford Trust Co 0.00% Add +10.0% 1,196 $470K
E Fund Management (Hong Kong) Co., Ltd. 0.31% New 1,193 $469K
Park Edge Advisors, LLC 0.13% No change 1,190 $468K
Avantax Advisory Services, Inc. 0.00% Add +14.8% 1,189 $467K
Proficio Capital Partners LLC 0.05% Add +3.0% 1,182 $464K
Lincoln National Corp. 0.01% Reduce -17.5% 1,177 $463K
Unique Wealth Strategies, LLC 0.23% New 1,174 $461K
Prosperity Consulting Group, LLC 0.06% Add +29.4% 1,163 $457K
Smart Money Group LLC 0.18% Add +58.8% 1,218 $451K
Resurgent Financial Advisors LLC 0.24% Add +14.8% 1,147 $451K
RFG Advisory, LLC 0.02% Add +5.0% 1,133 $445K
Hoylecohen, LLC 0.03% No change 1,122 $441K
Trust Co. of Vermont 0.02% Add +665.1% 1,117 $439K
Mesirow Financial Investment Management, Inc. 0.01% Add +19.5% 1,109 $438K
Cornerstone Advisory, LLC 0.06% Add +1.0% 1,110 $436K
Patton Albertson Miller Group, LLC 0.07% No change 1,108 $435K
Wilkins Investment Counsel Inc. 0.06% New 1,100 $432K
CX Institutional 0.02% Reduce -1.4% 1,095 $430K
BSW Wealth Partners 0.07% Add +37.0% 1,081 $425K
Balefire, LLC 0.15% Add +70.3% 1,073 $422K
Stratos Wealth Advisors, LLC 0.02% No change 1,069 $420K
Bradley Foster & Sargent Inc. 0.01% No change 1,068 $420K
Cross Staff Investments Inc 0.35% Reduce -8.6% 1,062 $417K
Tributary Capital Management, LLC 0.03% Reduce -2.8% 1,060 $417K
Synovus Financial Corp. 0.01% No change 1,056 $415K
Mayfair Advisory Group, LLC 0.30% Add +0.5% 1,055 $415K
Fidelis Capital Partners, LLC 0.06% Add +14.5% 1,051 $413K
Exchange Traded Concepts, LLC 0.01% Reduce -10.9% 1,048 $412K
Carnegie Investment Counsel 0.01% Reduce -0.1% 1,043 $410K
Broadleaf Partners, LLC 0.10% No change 1,040 $409K
Summit Financial, LLC 0.02% Reduce -20.8% 1,039 $408K
Snowden Capital Advisors LLC 0.01% Reduce -13.7% 1,037 $408K
Penobscot Investment Management Company, Inc. 0.04% No change 1,035 $407K
PDS Planning, Inc 0.04% Add +5.3% 1,031 $405K
Crestmont Private Wealth LLC 0.20% Add +14.7% 1,025 $403K
Howland Capital Management LLC 0.02% Reduce -3.8% 1,013 $398K
Edgestream Partners, L.P. 0.02% Reduce -3.3% 1,012 $398K
Twin Peaks Wealth Advisors, LLC 0.22% Add +0.4% 1,009 $397K
Advisors Preferred, LLC 0.07% Reduce -10.9% 1,005 $396K
Integrated Wealth Concepts LLC 0.01% Add +19.6% 1,001 $394K
FORA Capital, LLC 0.03% New 1,001 $393K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -0.5% 1,000 $393K
Cumberland Partners Ltd 0.03% New 1,000 $393K
Realta Investment Advisors 0.08% Reduce -0.1% 996 $391K
Quintet Private Bank (Europe) S.A. 0.02% Reduce -42.1% 860 $391K
PFG Advisors 0.03% Reduce -16.8% 988 $388K
NBT Bank, N.A. 0.03% No change 981 $386K
Hutner Capital Management Inc. 0.21% No change 969 $381K
Smartleaf Asset Management LLC 0.07% Add +40.8% 974 $380K
Castleview Partners, LLC 0.21% Add +4.9% 965 $379K
Shearwater Capital LLC 0.28% No change 964 $379K
Correct Capital Wealth Management 0.09% Reduce -34.2% 963 $378K
Lindbrook Capital, LLC 0.04% Add +1.3% 958 $377K
KG Capital Management 0.15% Add +4.9% 956 $376K
Brooklyn Investment Group 0.16% Reduce -8.5% 953 $375K
Aptus Capital Advisors, LLC 0.01% Add +13.4% 953 $375K
Baxter Bros Inc. 0.05% No change 949 $373K
Pettee Investors, Inc. 0.16% No change 946 $372K
Seeds Investor LLC 0.34% Add +6.1% 939 $369K
Capital Advisors, Ltd. LLC 0.05% Add +2.7% 936 $368K
Scientech Research LLC 0.19% Reduce -25.9% 935 $367K
Kenora Financial, LLC 0.16% Add +4.7% 935 $367K
Commerzbank Aktiengesellschaft 0.01% New 935 $367K
Auto-Owners Insurance Co 0.01% No change 933 $367K
Morningstar Investment Management LLC 0.04% No change 930 $366K
Chronos Wealth Management, LLC 0.21% New 931 $366K
Shelton Capital Management 0.01% No change 931 $366K
Fulton Bank, N.A. 0.01% New 919 $361K
NewEdge Advisors, LLC 0.00% Add +221.8% 917 $360K
Great Valley Advisor Group, Inc. 0.01% Add +6.1% 909 $357K
Winslow Capital Management, LLC 0.00% Reduce -99.9% 900 $354K
Invictus Private Wealth, LLC 0.03% Reduce -5.0% 899 $353K
Procyon Advisors, LLC 0.03% Reduce -14.3% 890 $350K
Choreo, LLC 0.01% Reduce -0.1% 889 $349K
Fort Point Capital Partners LLC 0.05% Reduce -1.9% 886 $348K
Kathleen S. Wright Associates Inc. 0.16% No change 900 $347K
Abbrea Capital, LLC 0.05% No change 880 $346K
Rice Hall James & Associates, LLC 0.02% Reduce -5.5% 877 $345K
Sunflower Bank, N.A. 0.08% No change 876 $344K
Relyea Zuckerberg Hanson LLC 0.06% Add +0.6% 868 $341K
Roanoke Asset Management Corp./ NY 0.11% No change 866 $340K
Western Wealth Management, LLC 0.03% Reduce -1.4% 858 $337K
International Assets Investment Management, LLC 0.04% Add +50.3% 852 $336K
Buckingham Strategic Wealth, LLC 0.00% Reduce -0.3% 852 $335K
4J Wealth Management LLC 0.29% Reduce -0.3% 851 $335K
Walleye Capital LLC 0.00% New 851 $334K
Abacus Planning Group, Inc. 0.07% Reduce -2.4% 849 $334K
Pegasus Partners Ltd. 0.04% Reduce -54.9% 844 $332K
New Century Financial Group, LLC 0.23% Add +1.1% 843 $331K
Legacy Financial Advisors, Inc. 0.06% No change 840 $330K
McGlone Suttner Wealth Management, Inc. 0.06% Add +34.0% 840 $330K
Carmichael Hill & Associates, Inc. 0.14% No change 839 $330K
Pitcairn Co. 0.02% Add +6.7% 834 $328K
AE Wealth Management LLC 0.00% Reduce -39.8% 831 $327K
White Pine Capital LLC 0.12% Add +10.7% 879 $326K
American National Bank & Trust 0.04% No change 827 $325K
Sentry Investment Management LLC 0.13% No change 825 $324K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +0.6% 824 $324K
Boltwood Capital Management 0.10% Reduce -12.3% 820 $322K
Aaron Wealth Advisors LLC 0.05% Reduce -23.5% 820 $322K
Baldwin Wealth Partners LLC 0.02% No change 815 $320K
Brighton Jones LLC 0.01% Reduce -21.7% 815 $320K
Advisory Alpha, LLC 0.01% Add +44.6% 814 $320K
M. Kulyk & Associates, LLC 0.07% New 809 $318K
Pinnacle Associates Ltd. 0.01% Add +4.0% 804 $316K
Manchester Capital Management LLC 0.04% Add +75.0% 803 $316K
MBB Public Markets I LLC 0.02% New 803 $316K
Banco BTG Pactual S.A. 0.10% No change 800 $314K
Woodmont Investment Counsel LLC 0.03% Reduce -0.6% 800 $314K
Atwood & Palmer Inc. 0.02% No change 800 $314K
Allstate Corp. 0.02% No change 797 $313K
Addison Advisors LLC 0.11% Add +1.8% 795 $312K
Grey Ledge Advisors, LLC 0.09% No change 794 $312K
Loomis Sayles & Co. L P 0.00% Add +5.3% 794 $312K
First Trust Investment Solutions L.P. 0.05% New 791 $311K
Gateway Advisory, LLC 0.05% Add +26.6% 789 $310K
Fenimore Asset Management Inc 0.01% No change 787 $309K
Aigen Investment Management, LP 0.07% Add +35.1% 778 $306K
Heritage Trust Co 0.04% Reduce -1.5% 775 $305K
LGT Fund Management Co Ltd. 0.13% No change 770 $303K
Balboa Wealth Partners 0.10% Reduce -19.0% 769 $302K
Flputnam Investment Management Co. 0.01% Reduce -0.7% 765 $301K
VestGen Investment Management 0.09% New 763 $300K
Stablepoint Partners, LLC 0.06% No change 763 $300K
Conning Inc. 0.01% No change 755 $297K
Farther Finance Advisors, LLC 0.02% Add +12.8% 751 $296K
Tocqueville Asset Management L.P. 0.00% No change 745 $293K
Values Added Financial LLC 0.23% Add +0.3% 744 $292K
Penserra Capital Management LLC 0.00% Reduce -54.0% 746 $292K
626 Financial, LLC 0.18% No change 740 $291K
Morris Financial Concepts, Inc. 0.15% No change 730 $287K
Capital Group Private Client Services, Inc. 0.00% Reduce -98.1% 730 $287K
Silvia McColl Wealth Management, LLC 0.24% No change 742 $285K
McLean Asset Management Corp 0.10% Add +0.4% 713 $284K
Carson Advisory Inc. 0.20% No change 720 $283K
Howe & Rusling Inc. 0.03% Add +14.2% 709 $279K
Gladstone Institutional Advisory LLC 0.02% Reduce -4.2% 709 $279K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.0% 707 $278K
Flagship Harbor Advisors, LLC 0.02% Reduce -11.0% 707 $278K
Graypoint LLC 0.02% Add +2.6% 706 $277K
FourThought Financial Partners, LLC 0.03% Add +2.6% 704 $277K
Birch Hill Investment Advisors LLC 0.01% Reduce -9.1% 700 $275K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -14.8% 699 $275K
Mgo One Seven LLC 0.01% Add +7.0% 699 $275K
Bryn Mawr Trust Advisors, LLC 0.02% New 691 $272K
Fox Run Management, L.L.C. 0.06% New 688 $270K
Avior Wealth Management, LLC 0.01% Add +7500.0% 684 $269K
Guyasuta Investment Advisors Inc. 0.02% No change 686 $268K
Atlanta Consulting Group Advisors, LLC 0.09% — 678 $266K
Great Lakes Advisors, LLC 0.00% Reduce -15.4% 676 $266K
West Family Investments, Inc. 0.08% Add +0.9% 675 $265K
Magellan Asset Management Ltd 0.00% Reduce -5.1% 674 $265K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.10% No change 700 $264K
Kowal Investment Group, LLC 0.06% Add +15.1% 670 $263K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.1% 670 $263K
Wulff, Hansen & Co. 0.26% New 665 $261K
Financial Advocates Investment Management 0.02% Add +1.4% 664 $261K
Mattern Capital Management, LLC 0.04% New 661 $260K
Caldwell Trust Co 0.03% No change 660 $259K
Relative Value Partners Group, LLC 0.02% Add +0.8% 656 $257K
USA Financial Formulas 0.04% New 654 $257K
Busey Bank 0.01% New 649 $255K
Saybrook Capital 0.07% No change 643 $253K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.5% 643 $253K
Hamilton Capital, LLC 0.02% Reduce -3.9% 642 $252K
Allworth Financial LP 0.00% Add +0.8% 636 $250K
L2 Asset Management, LLC 0.08% Add +6.2% 636 $250K
Veltria Advisors Corp. 0.06% New 636 $250K
FinTrust Capital Advisors, LLC 0.05% No change 634 $249K
Dynamic Advisor Solutions LLC 0.01% Add +1.8% 629 $247K
Accurate Wealth Management, LLC 0.07% Add +8.9% 660 $247K
Abn Amro Investment Solutions 0.00% Reduce -23.4% 624 $245K
EWG Elevate Inc. 0.09% Reduce -1.3% 622 $244K
Twin Lakes Capital Management, LLC 0.16% No change 619 $243K
Little House Capital LLC 0.08% No change 616 $242K
Integrated Advisors Network LLC 0.01% Add +1.1% 615 $242K
Childress Capital Advisors, LLC 0.07% Reduce -5.7% 615 $242K
Forum Financial Management, LP 0.00% No change 614 $241K
Avestar Capital, LLC 0.03% New 612 $241K
Aprio Wealth Management, LLC 0.05% New 605 $238K
Resolute Wealth Strategies, LLC 0.14% No change 600 $236K
Monarch Capital Management Inc. 0.07% No change 600 $236K
Pathway Financial Advisors LLC 0.06% No change 600 $236K
EagleClaw Capital Managment, LLC 0.04% No change 600 $236K
HCR Wealth Advisors 0.04% No change 600 $236K
Cullinan Associates Inc. 0.01% No change 600 $236K
First National Bank & Trust Co. of Newtown 0.05% No change 600 $236K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -5.7% 597 $235K
SteelPeak Wealth, LLC 0.01% New 595 $234K
Stanley-Laman Group, Ltd. 0.03% No change 584 $230K
Tyche Wealth Partners LLC 0.06% No change 576 $227K
JTC Employer Solutions Trustee Ltd 0.01% No change 579 $226K
Trust Point Inc. 0.02% Add +4.0% 571 $224K
Plato Investment Management Ltd 0.02% Add +5054.6% 567 $223K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -99.6% 561 $220K
Burke & Herbert Bank & Trust Co. 0.17% Reduce -6.7% 560 $220K
Alpha Cubed Investments, LLC 0.01% Add +4.1% 555 $218K
Lanark Financial, Inc. 0.02% Add +0.2% 557 $218K
Essex Financial Services, Inc. 0.02% New 554 $218K
Kathmere Capital Management, LLC 0.02% Add +0.2% 553 $217K
Everpar Advisors LLC 0.13% New 549 $216K
TD Private Client Wealth LLC 0.01% Reduce -36.7% 548 $215K
Gilbert & Cook, Inc. 0.03% Reduce -17.6% 545 $214K
Rothschild Investment LLC 0.02% Add +1.9% 545 $214K
Cypress Asset Management Inc. 0.06% No change 540 $212K
Sharkey, Howes & Javer 0.03% Reduce -19.2% 538 $211K
Cary Street Partners Investment Advisory LLC 0.01% New 534 $210K
Prosperity Wealth Management, Inc. 0.10% No change 533 $209K
Regent Peak Wealth Advisors LLC 0.05% Add +0.9% 532 $209K
Reliant Investment Management, LLC 0.10% No change 528 $208K
Kingsview Wealth Management, LLC 0.01% New 528 $208K
Lion Street Advisors, LLC 0.08% No change 531 $207K
CM Wealth Advisors LLC 0.06% New 525 $207K
Chesapeake Wealth Management 0.08% No change 525 $206K
Claret Asset Management Corp 0.03% Reduce -5.8% 522 $205K
Human Investing LLC 0.04% No change 522 $205K
Stratos Wealth Partners, LTD. 0.00% Reduce -21.8% 520 $205K
EverSource Wealth Advisors, LLC 0.02% Add +69.0% 551 $204K
Worldquant Millennium Advisors LLC 0.00% Reduce -60.5% 513 $202K
Keel Point, LLC 0.02% New 511 $201K
Ascent Group, LLC 0.02% No change 509 $200K
PGGM Investments 0.00% No change 500 $197K
Alta Advisers Ltd 0.10% No change 500 $197K
Clean Yield Group 0.08% No change 500 $197K
GAMMA Investing LLC 0.04% Add +39.7% 496 $195K
Federated Hermes, Inc. 0.00% Reduce -70.0% 493 $194K
CVA Family Office, LLC 0.03% Add +0.2% 451 $177K
Private Trust Co. NA 0.02% Add +15.5% 424 $167K
Islay Capital Management, LLC 0.12% Reduce -5.0% 421 $165K
Harbour Investments, Inc. 0.01% Add +5.5% 419 $165K
Arlington Trust Co LLC 0.04% Reduce -1.4% 415 $163K
Birchbrook, Inc. 0.09% No change 400 $157K
Hamilton Capital Partners Inc. 0.02% No change 400 $157K
Northwest & Ethical Investments L.P. 0.00% New 400 $157K
Citadel Advisors 0.00% Reduce -99.7% 386 $152K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 380 $149K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -23.7% 355 $140K
Paradigm Asset Management Co. LLC 0.03% Reduce -30.0% 350 $138K
Parkside Financial Bank & Trust 0.02% Add +5.2% 345 $136K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.8% 344 $135K
Grove Bank & Trust 0.02% No change 338 $133K
TrinityBridge Ltd 0.00% Add +91.4% 335 $132K
Jones Financial Companies LLLP 0.00% Add +9.2% 333 $131K
Quent Capital, LLC 0.02% Reduce -0.3% 328 $129K
Leonteq Securities AG 0.02% Add +184.1% 321 $126K
Salem Investment Counselors Inc. 0.00% Add +3.0% 312 $123K
Hexagon Capital Partners LLC 0.03% Add +10.9% 305 $120K
Your Advocates Ltd., LLP 0.05% No change 300 $118K
JNBA Financial Advisors 0.01% No change 300 $118K
First Foundation Advisors 0.00% Reduce -7.9% 292 $115K
Resources Management Corp. /CT/ 0.02% No change 266 $105K
CoreCap Advisors, LLC 0.01% New 265 $104K
SouthState Bank Corp 0.01% Add +6.1% 260 $102K
Evergreen Private Wealth LLC 0.05% Reduce -1.6% 254 $100K
North Star Investment Management Corp. 0.01% No change 244 $96K
Zions Bancorporation, N.A. 0.01% Reduce -70.2% 233 $92K
Sound Income Strategies, LLC 0.01% No change 232 $91K
TFC Financial Management, Inc. 0.02% Add +0.4% 231 $91K
Covestor Ltd 0.05% Add +165.8% 218 $86K
Deseret Mutual Benefit Administrators 0.04% Add +63.6% 216 $85K
Global Retirement Partners, LLC 0.00% Add +11.5% 214 $84K
Harvest Fund Management Co., Ltd 0.01% Reduce -76.2% 212 $83K
Mb, Levis & Associates, LLC 0.04% No change 200 $79K
M&R Capital Management Inc. 0.02% No change 200 $79K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +66.4% 183 $72K
Coston, McIsaac & Partners 0.02% Reduce -22.3% 181 $71K
Sandy Spring Bank 0.00% No change 173 $68K
Raleigh Capital Management Inc. 0.03% Add +14.0% 171 $67K
State of Wyoming 0.01% Reduce -8.5% 162 $64K
Center for Financial Planning, Inc. 0.01% No change 158 $62K
Silvant Capital Management LLC 0.00% No change 157 $62K
Blue Trust, Inc. 0.00% Reduce -69.1% 156 $61K
Princeton Global Asset Management LLC 0.01% No change 154 $61K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 150 $59K
Tompkins Financial Corp. 0.01% Add +200.0% 150 $59K
Geo Capital Gestora de Recursos Ltd 0.06% Reduce -8.3% 144 $57K
Atticus Wealth Management, LLC 0.02% Reduce -45.3% 145 $57K
Atlas Capital Advisors Inc. 0.01% No change 134 $53K
Advantage Trust Co 0.04% No change 133 $52K
Bell Investment Advisors, Inc 0.01% No change 131 $51K
St Germain D J Co. Inc. 0.00% No change 130 $51K
Farmers & Merchants Investments Inc. 0.00% No change 129 $51K
Johnson Financial Group, Inc. 0.00% Reduce -62.2% 128 $50K
Plante Moran Financial Advisors, LLC 0.01% New 125 $49K
Tobam 0.00% Reduce -40.8% 125 $49K
Spire Wealth Management 0.00% Add +3.9% 107 $42K
City State Bank 0.02% No change 106 $42K
Geneos Wealth Management Inc. 0.00% No change 104 $41K
Ancora Advisors LLC 0.00% No change 102 $40K
Compass Wealth Management LLC 0.01% No change 102 $40K
MV Capital Management, Inc. 0.00% Add +3.1% 99 $39K
Fernwood Investment Management, LLC 0.01% New 97 $38K
EntryPoint Capital, LLC 0.03% New 96 $38K
Rise Advisors, LLC 0.02% New 90 $35K
Sugarloaf Wealth Management, LLC 0.01% No change 87 $34K
Ogorek Anthony Joseph /NY/ 0.01% No change 84 $33K
West Paces Advisors Inc. 0.01% Reduce -24.2% 75 $29K
Ofi Invest Asset Management 0.00% Reduce -3.7% 79 $29K
Oakworth Capital, Inc. 0.00% No change 70 $28K
JFS Wealth Advisors, LLC 0.00% No change 69 $27K
New Covenant Trust Company, N.A. 0.03% — 68 $27K
Raffa Wealth Management, LLC 0.01% Add +135.7% 66 $26K
Clearstead Trust, LLC 0.01% Reduce -93.4% 66 $26K
Benjamin Edwards Inc. 0.01% New 63 $25K
Wesleyan Assurance Society 0.00% No change 60 $24K
Caitlin John, LLC 0.02% No change 56 $22K
Sunbelt Securities, Inc. 0.00% Reduce -28.0% 54 $21K
AdvisorNet Financial, Inc 0.00% No change 54 $21K
Bogart Wealth, LLC 0.00% No change 54 $21K
GW&K Investment Management, LLC 0.00% Add +4.2% 50 $20K
Financial Management Professionals, Inc. 0.00% Reduce -16.9% 49 $19K
Venturi Wealth Management, LLC 0.00% Add +9.1% 48 $19K
DSM Capital Partners LLC 0.00% No change 48 $19K
Meeder Asset Management Inc. 0.00% New 46 $18K
Asset Dedication, LLC 0.00% No change 47 $18K
Riverview Trust Co 0.01% New 45 $18K
Eagle Bay Advisors LLC 0.01% Add +73.1% 45 $18K
Foster Dykema Cabot & Partners, LLC 0.00% New 42 $17K
Colonial Trust Advisors 0.00% Reduce -8.7% 42 $17K
Quarry LP 0.01% Reduce -62.8% 42 $17K
Park Place Capital Corp 0.01% Reduce -9.1% 40 $16K
Private Wealth Management Group, LLC 0.01% Add +18.8% 38 $15K
Delos Wealth Advisors, LLC 0.02% Add +3700.0% 38 $15K
Versant Capital Management, Inc 0.00% No change 35 $14K
REAP Financial Group, LLC 0.00% Add +9.4% 35 $14K
Abound Wealth Management 0.01% No change 34 $14K
Sachetta, LLC 0.01% No change 31 $12K
Silicon Valley Capital Partners 0.00% No change 30 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $11K
Aspect Partners, LLC 0.01% No change 27 $11K
Legacy Bridge, LLC 0.01% No change 25 $10K
WR Wealth Planners, LLC 0.00% New 25 $10K
Redmont Wealth Advisors LLC 0.01% New 24 $9K
LRI Investments, LLC 0.00% — 24 $9K
Carolinas Wealth Consulting LLC 0.00% Reduce -82.2% 23 $9K
NewSquare Capital LLC 0.00% No change 23 $9K
Logan Capital Management Inc. 0.00% Reduce -20.7% 23 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 20 $8K
FSA Wealth Management LLC 0.00% No change 18 $7K
Avion Wealth 0.00% Reduce -5.9% 16 $7K
Valley National Advisers Inc. 0.00% Reduce -17.4% 19 $7K
Creative Financial Designs Inc. 0.00% No change 17 $7K
Fortitude Family Office, LLC 0.00% No change 17 $7K
Archer Investment Corp 0.00% No change 17 $7K
Frazier Financial Advisors, LLC 0.01% No change 16 $6K
Tyler-Stone Wealth Management 0.00% No change 16 $6K
Harbor Investment Advisory, LLC 0.00% No change 16 $6K
Avalon Trust Co 0.00% No change 15 $6K
HighMark Wealth Management LLC 0.00% No change 15 $6K
Headlands Technologies LLC 0.00% New 15 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 14 $6K
Larson Financial Group LLC 0.00% Reduce -58.8% 14 $5K
PFS Partners, LLC 0.00% No change 13 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -40.0% 12 $5K
Dunhill Financial, LLC 0.00% Add +10.0% 11 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $4K
Core Alternative Capital 0.00% Reduce -87.2% 10 $4K
Planning Capital Management Corp 0.00% No change 9 $4K
Pacific Center for Financial Services 0.00% New 9 $4K
Prestige Wealth Management Group LLC 0.00% No change 9 $4K
SJS Investment Consulting Inc. 0.00% No change 9 $4K
Rakuten Securities, Inc. 0.00% Add +200.0% 9 $4K
Godsey & Gibb, Inc. 0.00% New 8 $3K
Cedar Wealth Management, LLC 0.00% New 8 $3K
Independence Bank of Kentucky 0.00% No change 8 $3K
Aspire Private Capital, LLC 0.00% No change 8 $3K
Valued Wealth Advisors LLC 0.00% Add +40.0% 7 $3K
Colonial Trust Co / SC 0.00% New 7 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $2K
Highline Wealth Partners LLC 0.00% No change 6 $2K
Montag A & Associates Inc. 0.00% New 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Global Financial Private Client, LLC 0.00% No change 4 $2K
GoalVest Advisory LLC 0.00% Reduce -91.5% 4 $2K
AlphaQuest LLC 0.00% Reduce -99.0% 4 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% New 3 $1K
Fairman Group, LLC 0.00% No change 3 $1K
Horizon Financial Services, LLC 0.00% New 3 $1K
Bellevue Asset Management, LLC 0.00% No change 3 $1K
Continuum Advisory, LLC 0.00% New 2 $803
Riggs Asset Managment Co. Inc. 0.00% New 2 $787
POM Investment Strategies, LLC 0.00% No change 2 $786
Studio Investment Management LLC 0.00% No change 2 $786
Delta Asset Management LLC 0.00% No change 2 $786
ClariVest Asset Management LLC 0.00% No change 2 $780
PEAK6 Investments LLC 0.00% Reduce -99.0% 2 $639
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $394
Creative Capital Management Investments LLC 0.00% No change 1 $393
Nvwm, LLC 0.00% New 1 $393
Creekmur Asset Management LLC 0.00% New 1 $393
WestEnd Advisors, LLC 0.00% New 1 $393
First PREMIER Bank 0.00% New 1 $0

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