Moody'sMCO
13F holders, Q2 2024 (June 30)1,160holders +29
92new positions
71sold out
17famous investors
$420.80avg. 13F price*
At the end of Q2 2024, 1,160 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 29 from Q1 2024. 92 opened new positions and 71 sold out. The largest holders were Berkshire Hathaway ($10.4B), Vanguard Group Inc. ($6.1B) and TCI Fund Management ($5.6B). 17 famous investors held it, including Chuck Akre (15.6% of Akre Capital Management's portfolio), Chris Hohn (13.6% of TCI Fund Management's portfolio) and Dev Kantesaria (13.3% of Valley Forge Capital 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $262.2M |
| Exits | 71 | $314.0M |
All 13F filers, Q1 2024 → Q2 2024: 7,370,605 shares bought and 6,375,947 shares sold, net +994,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,160 holders
| Berkshire Hathaway | 3.71% | No change | 24,669,778 | $10.4B |
| Vanguard Group Inc. | 0.12% | Add +2.0% | 14,562,829 | $6.1B |
| TCI Fund Management | 13.63% | Add +8.6% | 13,246,769 | $5.6B |
| BlackRock Inc. | 0.13% | Reduce -1.0% | 13,187,265 | $5.6B |
| State Street Corp. | 0.13% | Add +1.0% | 6,984,216 | $2.9B |
| FMR LLC | 0.16% | Add +8.6% | 5,857,810 | $2.5B |
| Akre Capital Management | 15.63% | Reduce -5.2% | 4,221,104 | $1.8B |
| Morgan Stanley | 0.12% | Reduce -2.8% | 3,710,391 | $1.6B |
| Fiera Capital Corp | 4.34% | Reduce -12.0% | 3,329,444 | $1.4B |
| Geode Capital Management, LLC | 0.12% | Add +3.1% | 3,195,637 | $1.3B |
| Bank of New York Mellon Corp | 0.23% | Add +8.4% | 2,918,257 | $1.2B |
| Baillie Gifford & Co. | 0.79% | Reduce -24.7% | 2,420,852 | $1.0B |
| Ninety One UK Ltd | 2.30% | Add +1.2% | 1,980,021 | $833.5M |
| Norges Bank | 0.12% | Add +3.9% | 1,951,249 | $821.3M |
| Jennison Associates LLC | 0.51% | Add +27.3% | 1,902,385 | $800.8M |
| Windacre Partnership LLC | 9.06% | Reduce -6.3% | 1,636,000 | $688.6M |
| Rothschild & Co Wealth Management UK Ltd | 11.37% | Reduce -5.1% | 1,585,783 | $667.5M |
| Massachusetts Financial Services Co. | 0.20% | Add +14.4% | 1,572,828 | $662.1M |
| Northern Trust Corp. | 0.11% | Add +1.2% | 1,531,022 | $644.5M |
| Longview Partners (Guernsey) LTD | 4.59% | Reduce -11.8% | 1,469,610 | $618.6M |
| JPMorgan Chase & Co. | 0.05% | Reduce -0.7% | 1,457,456 | $613.5M |
| PineStone Asset Management Inc. | 6.42% | Add +47.6% | 1,437,197 | $605.0M |
| Legal & General Group Plc | 0.17% | Add +2.4% | 1,403,519 | $590.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.16% | Add +32.7% | 1,336,754 | $562.7M |
| Goldman Sachs Group Inc. | 0.11% | Add +10.2% | 1,335,188 | $562.0M |
| Principal Financial Group Inc. | 0.32% | Reduce -9.4% | 1,275,343 | $536.8M |
| Valley Forge Capital Management | 13.26% | No change | 1,218,410 | $512.9M |
| Invesco Ltd. | 0.10% | Add +4.5% | 1,129,977 | $475.6M |
| Altarock Partners LP | 9.42% | Add +35.9% | 1,087,080 | $457.6M |
| Allen Investment Management, LLC | 5.13% | Add +12.1% | 1,003,682 | $422.5M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +3.3% | 952,596 | $401.0M |
| Deutsche Bank AG | 0.18% | Reduce -3.6% | 936,526 | $394.2M |
| Veritas Asset Management LLP | 2.98% | Reduce -15.5% | 935,906 | $394.0M |
| Neuberger Berman Group LLC | 0.30% | Add +11.3% | 880,398 | $370.6M |
| Brown Advisory Inc. | 0.47% | Add +2.7% | 856,600 | $360.6M |
| Nuveen Asset Management, LLC | 0.10% | Add +12.7% | 835,600 | $351.7M |
| Royal Bank of Canada | 0.08% | Add +0.7% | 779,295 | $328.0M |
| Ako Capital LLP | 4.32% | Add +4.8% | 746,780 | $314.3M |
| Dimensional Fund Advisors LP | 0.08% | Add +10.8% | 706,406 | $297.3M |
| Bank of America Corp. | 0.02% | Add +0.3% | 610,075 | $256.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.31% | Add +7.1% | 598,071 | $251.7M |
| Voya Investment Management LLC | 0.28% | Add +5.3% | 597,823 | $251.6M |
| T. Rowe Price Associates Inc. | 0.03% | Add +43.2% | 590,440 | $248.5M |
| Franklin Resources Inc. | 0.07% | Add +8.1% | 573,868 | $241.6M |
| Storebrand Asset Management As | 0.80% | Reduce -0.8% | 572,237 | $240.9M |
| DF Dent & Co. Inc. | 2.83% | Reduce -3.2% | 519,978 | $218.9M |
| Marshfield Associates | 4.82% | Add +0.5% | 517,434 | $217.8M |
| Amundi | 0.08% | Reduce -5.6% | 480,826 | $204.8M |
| Cantillon Capital Management LLC | 1.37% | Reduce -4.9% | 485,617 | $204.4M |
| Russell Investments Group, Ltd. | 0.33% | Reduce -7.2% | 484,160 | $203.6M |
| HSBC Holdings PLC | 0.13% | Add +0.5% | 465,136 | $196.1M |
| First Trust Advisors LP | 0.20% | Reduce -3.1% | 461,972 | $194.5M |
| BLS Capital Fondsmaeglerselskab A/S | 5.79% | Reduce -5.5% | 459,147 | $193.3M |
| UBS Group AG | 0.06% | Add +6.5% | 435,654 | $183.4M |
| Sarasin & Partners LLP | 1.60% | Add +18.6% | 428,097 | $180.2M |
| Schroder Investment Management Group | 0.19% | Reduce -0.3% | 407,094 | $171.4M |
| Canoe Financial LP | 3.12% | No change | 428,692 | $168.5M |
| APG Asset Management N.V. | 0.29% | Add +3.3% | 413,192 | $162.3M |
| Barclays PLC | 0.07% | Reduce -37.6% | 385,484 | $162.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -6.3% | 367,940 | $154.9M |
| Aviva PLC | 0.42% | Add +11.7% | 352,762 | $148.5M |
| Rhumbline Advisers | 0.13% | Add +2.1% | 336,366 | $141.6M |
| Manning & Napier Advisors LLC | 1.60% | — | 335,770 | $141.3M |
| Eagle Asset Management Inc. | 0.75% | Reduce -4.7% | 330,247 | $139.2M |
| Janus Henderson Group PLC | 0.07% | Add +949.9% | 308,246 | $129.8M |
| Newport Trust Company, LLC | 0.33% | Reduce -0.9% | 307,491 | $129.4M |
| Harris Associates (Oakmark Funds) | 0.22% | Reduce -60.1% | 305,453 | $128.6M |
| National Pension Service | 0.15% | Add +1.6% | 301,784 | $127.0M |
| Employees Provident Fund Board | 2.02% | Reduce -14.5% | 300,000 | $126.3M |
| King Luther Capital Management Corp. | 0.57% | Reduce -3.7% | 299,820 | $126.2M |
| HighTower Advisors, LLC | 0.19% | Reduce -3.9% | 293,600 | $123.6M |
| Flossbach Von Storch SE | 0.52% | Add +4.5% | 292,625 | $123.2M |
| California Public Employees Retirement System | 0.09% | Reduce -0.5% | 289,035 | $121.7M |
| Skye Global Management LP | 2.60% | Reduce -9.7% | 273,078 | $114.9M |
| California State Teachers Retirement System | 0.14% | Add +0.1% | 261,561 | $110.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.4% | 250,851 | $105.6M |
| AXA S.A. | 0.32% | Reduce -9.8% | 250,530 | $105.5M |
| New York State Common Retirement Fund | 0.13% | Reduce -2.9% | 233,816 | $98.4M |
| Bristol Gate Capital Partners Inc. | 4.86% | Reduce -5.0% | 233,223 | $98.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.1% | 226,897 | $95.5M |
| Credit Agricole S A | 0.57% | Add +2190.6% | 221,637 | $93.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.22% | Reduce -19.9% | 219,841 | $92.5M |
| Congress Asset Management Co. | 0.66% | Add +4.6% | 219,618 | $92.4M |
| Bank of Nova Scotia | 0.18% | Add +140.8% | 219,002 | $92.2M |
| BNP Paribas Financial Markets | 0.10% | Reduce -25.1% | 217,000 | $91.3M |
| Chilton Investment Co. Inc. | 2.54% | Add +4.2% | 214,241 | $90.2M |
| Markel Group | 0.89% | No change | 213,890 | $90.0M |
| Cercano Management LLC | 2.20% | No change | 196,076 | $82.5M |
| Bank of Montreal | 0.02% | Reduce -10.5% | 184,497 | $78.9M |
| Troy Asset Management Ltd | 2.55% | Reduce -0.4% | 186,589 | $78.5M |
| Ycg, LLC | 6.30% | Add +0.0% | 183,698 | $77.3M |
| Bristol John W & Co. Inc. | 1.25% | Reduce -2.0% | 183,355 | $77.2M |
| Wellington Management Group LLP | 0.01% | Add +11.8% | 175,654 | $73.9M |
| Caisse de depot et placement du Quebec | 0.18% | Add +94.0% | 174,629 | $73.5M |
| Alliancebernstein L.P. | 0.03% | Add +1.9% | 173,948 | $73.2M |
| Two Sigma Advisers, LP | 0.16% | Reduce -42.3% | 172,600 | $72.7M |
| Focus Partners Wealth | 0.24% | Add +106.1% | 171,664 | $72.3M |
| Barr E S & Co. | 4.72% | Reduce -1.7% | 170,735 | $71.9M |
| Aberdeen Group plc | 0.14% | Add +14.7% | 170,464 | $71.8M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.0% | 167,982 | $70.7M |
| GFI Investment Counsel Ltd. | 9.25% | Reduce -2.9% | 167,881 | $70.7M |
| Evergreen Quality Fund GP, Ltd. | 2.85% | New | 164,048 | $69.1M |
| CANADA LIFE ASSURANCE Co | 0.13% | Add +5.5% | 161,041 | $67.9M |
| Natixis Advisors, LLC | 0.15% | Reduce -18.0% | 159,908 | $67.3M |
| Ninety One North America, Inc. | 3.36% | Reduce -11.7% | 157,922 | $66.5M |
| Bowie Capital Management, LLC | 4.31% | Add +16.1% | 156,125 | $65.7M |
| State Board of Administration of Florida Retirement System | 0.13% | Reduce -11.4% | 155,968 | $65.7M |
| Armstrong Henry H Associates Inc. | 6.52% | Reduce -1.3% | 155,171 | $65.3M |
| Triple Frond Partners LLC | 7.45% | Reduce -13.7% | 150,787 | $63.5M |
| Adage Capital Partners Gp, L.L.C. | 0.12% | Reduce -2.4% | 150,654 | $63.4M |
| Wells Fargo & Company | 0.02% | Add +18.8% | 149,924 | $63.1M |
| Two Sigma Investments, LP | 0.15% | Reduce -52.0% | 148,883 | $62.7M |
| Quantum Capital Management, LLC / NJ | 7.00% | Reduce -2.5% | 146,919 | $61.8M |
| National Bank of Canada | 0.09% | Reduce -26.1% | 141,577 | $59.6M |
| New York State Teachers Retirement System | 0.12% | Reduce -5.3% | 135,824 | $57.2M |
| Mar Vista Investment Partners LLC | 2.79% | Add +18.6% | 134,751 | $56.7M |
| Mackenzie Financial Corp. | 0.08% | Reduce -5.1% | 134,589 | $56.7M |
| CI Investments Inc. | 0.22% | Add +0.5% | 134,043 | $56.4M |
| Schwartz Investment Counsel Inc. | 2.01% | No change | 129,225 | $54.4M |
| Artemis Investment Management LLP | 0.73% | Reduce -3.3% | 128,661 | $54.2M |
| Summitry LLC | 2.77% | Add +1.3% | 126,898 | $53.4M |
| Capital International Investors | 0.01% | Reduce -0.3% | 126,668 | $53.3M |
| Banque Pictet & Cie SA | 0.54% | Reduce -1.6% | 124,140 | $52.3M |
| Rings Capital Management LLC | 26.42% | No change | 120,000 | $50.5M |
| Citigroup Inc. | 0.05% | Add +24.3% | 119,541 | $50.3M |
| Select Equity Group, L.P. | 0.19% | New | 116,580 | $49.1M |
| State of Wisconsin Investment Board | 0.13% | Add +24.0% | 115,936 | $48.8M |
| Toronto Dominion Bank | 0.08% | Reduce -11.9% | 114,319 | $48.1M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1.99% | No change | 112,089 | $47.2M |
| Assenagon Asset Management S.A. | 0.12% | Reduce -35.5% | 110,574 | $46.5M |
| Baskin Financial Services Inc. | 3.94% | Reduce -3.1% | 109,449 | $46.1M |
| Corient Private Wealth LP | 0.08% | Add +7.7% | 107,406 | $45.2M |
| DekaBank Deutsche Girozentrale | 0.08% | Reduce -1.2% | 107,775 | $45.0M |
| Canada Pension Plan Investment Board | 0.04% | Add +87.0% | 106,383 | $44.8M |
| Caledonia Investments PLC | 5.37% | No change | 106,050 | $44.7M |
| First Manhattan Co. Llc. | 0.14% | Reduce -6.5% | 104,634 | $44.0M |
| LPL Financial LLC | 0.02% | Add +12.9% | 99,550 | $41.9M |
| Agf Management Ltd. | 0.23% | Reduce -7.0% | 98,072 | $41.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -0.1% | 96,795 | $40.7M |
| Boston Financial Mangement LLC | 1.26% | Reduce -0.5% | 93,770 | $39.5M |
| Korea Investment CORP | 0.10% | Reduce -29.2% | 93,515 | $39.4M |
| Prudential Financial Inc. | 0.06% | Reduce -13.7% | 93,494 | $39.4M |
| FIL Ltd | 0.04% | Add +20.8% | 93,487 | $39.4M |
| Sei Investments Co. | 0.06% | Add +6.0% | 92,442 | $38.9M |
| Chevy Chase Trust Holdings, LLC | 0.12% | Reduce -3.9% | 90,426 | $38.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Reduce -61.6% | 89,874 | $37.8M |
| Ironvine Capital Partners, LLC | 4.04% | Reduce -2.7% | 87,672 | $36.9M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -1.2% | 87,581 | $36.9M |
| KBC Group NV | 0.11% | Add +2.5% | 84,569 | $35.6M |
| Wildcat Capital Management, LLC | 8.47% | No change | 82,208 | $34.6M |
| Public Employees Retirement System of Ohio | 0.13% | Reduce -3.8% | 80,433 | $33.9M |
| Raymond James & Associates | 0.02% | Reduce -6.2% | 78,645 | $33.1M |
| Stifel Financial Corp. | 0.04% | Reduce -3.0% | 78,497 | $33.0M |
| Danske Bank A/S | 0.12% | Reduce -6.9% | 77,788 | $32.7M |
| NS Partners Ltd | 1.44% | Reduce -1.3% | 75,351 | $31.7M |
| Marshall Wace, LLP | 0.04% | Reduce -58.6% | 73,528 | $31.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.43% | Reduce -45.7% | 72,965 | $30.7M |
| Jane Street Group, LLC | 0.03% | Add +71.6% | 71,886 | $30.3M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -15.1% | 71,816 | $30.2M |
| TD Asset Management Inc | 0.03% | Add +2.6% | 70,148 | $29.5M |
| Treasurer of the State of North Carolina | 0.13% | Reduce -1.2% | 70,065 | $29.5M |
| J. Safra Sarasin Holding AG | 0.53% | — | 68,924 | $29.0M |
| Swedbank AB | 0.04% | Reduce -0.7% | 68,201 | $28.7M |
| Nisa Investment Advisors, LLC | 0.17% | Reduce -5.0% | 65,849 | $27.7M |
| Royal London Asset Management Ltd. | 0.07% | Add +1.9% | 65,656 | $27.6M |
| Victory Capital Management Inc. | 0.03% | Add +3.8% | 65,538 | $27.6M |
| Mn Services Vermogensbeheer B.V. | 0.20% | Reduce -2.3% | 65,072 | $27.4M |
| Nomura Asset Management Co. Ltd. | 0.09% | Reduce -1.0% | 64,682 | $27.2M |
| Zacks Investment Management | 0.30% | Add +6.1% | 63,625 | $26.8M |
| Cullen/Frost Bankers, Inc. | 0.39% | Reduce -0.9% | 63,367 | $26.7M |
| Asset Management One Co., Ltd. | 0.10% | Reduce -2.5% | 62,837 | $26.4M |
| Bank Pictet & Cie (Europe) AG | 0.64% | Add +1.6% | 61,947 | $26.1M |
| State of New Jersey Common Pension Fund D | 0.11% | Reduce -35.5% | 60,514 | $25.5M |
| BRX Global LP | 18.49% | Add +9.9% | 59,743 | $25.1M |
| W1M Asset Management Ltd | 2.07% | Reduce -2.2% | 58,120 | $24.5M |
| Cobblestone Capital Advisors LLC | 1.49% | Reduce -0.8% | 57,519 | $24.2M |
| M&T Bank Corp | 0.08% | Add +3.9% | 56,573 | $23.8M |
| Perigon Wealth Management, LLC | 0.68% | Reduce -1.0% | 55,462 | $23.3M |
| State of Tennessee, Department of Treasury | 0.09% | Reduce -3.1% | 55,435 | $23.3M |
| Rafferty Asset Management, LLC | 0.09% | Reduce -0.2% | 55,230 | $23.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -2.1% | 55,149 | $23.2M |
| Los Angeles Capital Management LLC | 0.08% | Reduce -4.3% | 54,185 | $22.8M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -1.0% | 52,227 | $22.6M |
| STRS Ohio | 0.09% | Reduce -2.5% | 53,550 | $22.5M |
| Resona Asset Management Co.,Ltd. | 0.14% | Reduce -5.6% | 53,548 | $22.5M |
| Norris Perne & French LLP | 1.62% | Reduce -0.3% | 53,013 | $22.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | No change | 53,000 | $22.3M |
| Hikari Power Ltd | 2.00% | No change | 52,700 | $22.2M |
| Xponance LLC | 0.22% | Add +1.8% | 51,989 | $21.9M |
| Varma Mutual Pension Insurance Co | 0.18% | Reduce -4.7% | 51,866 | $21.8M |
| Handelsbanken Fonder AB | 0.09% | Reduce -5.8% | 51,517 | $21.7M |
| Tokio Marine Asset Management Co. Ltd. | 1.04% | Reduce -6.8% | 51,445 | $21.7M |
| Campbell Newman Asset Management Inc. | 1.70% | Reduce -1.7% | 50,491 | $21.3M |
| Voloridge Investment Management, LLC | 0.08% | New | 50,229 | $21.1M |
| Welch & Forbes LLC | 0.28% | Reduce -2.3% | 48,143 | $20.9M |
| Forsta Ap-Fonden | 0.18% | Reduce -5.9% | 49,500 | $20.8M |
| MetLife Investment Management, LLC | 0.12% | Add +14.9% | 49,235 | $20.7M |
| Achmea Investment Management B.V. | 0.37% | Add +4.1% | 48,574 | $20.4M |
| Cibc World Market Inc. | 0.05% | Add +1170.0% | 48,398 | $20.4M |
| D. E. Shaw & Co. | 0.03% | Reduce -24.5% | 47,971 | $20.2M |
| Arizona State Retirement System | 0.13% | Add +0.8% | 47,633 | $20.1M |
| Fiduciary Group, LLC | 2.16% | Reduce -1.2% | 47,567 | $20.0M |
| Cibc World Markets Corp. | 0.13% | Reduce -16.9% | 47,485 | $20.0M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +167.3% | 46,540 | $19.6M |
| UniSuper Management Pty Ltd | 0.16% | Add +9.9% | 45,921 | $19.3M |
| State of Michigan Retirement System | 0.10% | Add +6.3% | 45,806 | $19.3M |
| Mariner, LLC | 0.04% | Add +13.7% | 45,731 | $19.2M |
| Corebridge Financial, Inc. | 0.10% | — | 45,272 | $19.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -16.9% | 44,304 | $18.6M |
| Walter Public Investments Inc. | 3.53% | Reduce -0.1% | 43,840 | $18.5M |
| Susquehanna International Group, LLP | 0.03% | Add +10.2% | 43,061 | $18.1M |
| Gabelli Funds LLC | 0.14% | Add +329.2% | 42,963 | $18.1M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -0.4% | 42,446 | $17.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +9.4% | 42,272 | $17.8M |
| Walleye Capital LLC | 0.20% | Add +4737.8% | 41,170 | $17.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | — | 40,558 | $17.1M |
| Gillson Capital LP | 1.65% | New | 40,500 | $17.0M |
| Candriam S.C.A. | 0.10% | Add +3.5% | 39,016 | $16.4M |
| Cerity Partners LLC | 0.04% | Reduce -36.8% | 39,007 | $16.4M |
| GHP Investment Advisors, Inc. | 0.80% | Reduce -2.5% | 38,121 | $16.0M |
| Vancity Investment Management Ltd | 1.00% | Add +160.5% | 39,856 | $15.8M |
| Progressive Investment Management Corp | 4.05% | Reduce -1.3% | 36,345 | $15.3M |
| Baron Capital (BAMCO) | 0.04% | Add +12.1% | 36,164 | $15.2M |
| NorthCrest Asset Manangement, LLC | 0.50% | Reduce -0.2% | 35,942 | $15.1M |
| 1832 Asset Management L.P. | 0.03% | Add +2.5% | 35,927 | $15.1M |
| Comerica Bank | 0.06% | Reduce -4.6% | 35,377 | $14.9M |
| SG Americas Securities, LLC | 0.10% | Add +52.2% | 35,264 | $14.8M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.17% | — | 35,043 | $14.8M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.3% | 34,641 | $14.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Reduce -0.2% | 34,493 | $14.5M |
| Amalgamated Bank | 0.12% | Reduce -1.2% | 33,820 | $14.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +2.8% | 33,333 | $14.0M |
| USS Investment Management Ltd | 0.11% | Add +1.2% | 32,873 | $13.8M |
| 11 Capital Partners LP | 5.67% | Add +1.8% | 32,701 | $13.8M |
| Picton Mahoney Asset Management | 0.59% | Add +26.4% | 32,699 | $13.8M |
| IFM Investors Pty Ltd | 0.14% | Reduce -2.3% | 32,064 | $13.5M |
| ProShare Advisors LLC | 0.04% | Add +4.6% | 31,895 | $13.4M |
| Hikari Tsushin, Inc. | 1.03% | No change | 31,689 | $13.3M |
| CW Advisors, LLC | 0.21% | Add +6.3% | 31,576 | $13.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.08% | Add +59.5% | 31,469 | $13.2M |
| Connecticut Wealth Management, LLC | 0.67% | New | 31,059 | $13.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +8.4% | 30,702 | $12.9M |
| Czech National Bank | 0.14% | Add +8.1% | 29,925 | $12.6M |
| Van Eck Associates Corp. | 0.02% | New | 29,866 | $12.6M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -20.9% | 29,550 | $12.4M |
| Fifth Third Bancorp | 0.05% | Reduce -1.2% | 28,913 | $12.2M |
| Brasada Capital Management, LP | 2.13% | Add +0.1% | 27,170 | $12.0M |
| DNB Asset Management AS | 0.06% | Reduce -51.8% | 28,323 | $11.9M |
| Acadian Asset Management LLC | 0.04% | Reduce -8.3% | 28,290 | $11.9M |
| Blair William & Co. | 0.04% | Reduce -4.4% | 28,245 | $11.9M |
| Vontobel Holding Ltd. | 0.04% | Reduce -7.7% | 28,194 | $11.9M |
| Marks Group Wealth Management, Inc | 1.24% | Add +1.9% | 27,859 | $11.7M |
| AMF Tjanstepension AB | 0.09% | No change | 27,777 | $11.7M |
| Generate Investment Management Ltd | 0.85% | Add +14.4% | 27,771 | $11.7M |
| Aquamarine Capital (Aquamarine Zurich) | 4.33% | No change | 27,000 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -5.1% | 26,900 | $11.3M |
| Public Sector Pension Investment Board | 0.07% | Add +7.0% | 26,597 | $11.2M |
| Utah Retirement Systems | 0.13% | Reduce -5.3% | 26,077 | $11.0M |
| HughesLittle Investment Management Ltd. | 2.39% | Reduce -30.8% | 25,819 | $10.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -80.6% | 25,161 | $10.6M |
| Ethic Inc. | 0.24% | Add +1.5% | 24,661 | $10.4M |
| Swiss Life Asset Management Ltd | 0.12% | Add +220.2% | 24,596 | $10.4M |
| Pathstone Holdings, LLC | 0.05% | Add +6.1% | 24,525 | $10.3M |
| Dock Street Asset Management Inc. | 1.44% | Reduce -2.0% | 24,442 | $10.3M |
| American Century Companies Inc. | 0.01% | Add +22.9% | 24,403 | $10.3M |
| New York Life Investment Management LLC | 0.10% | Add +0.8% | 24,244 | $10.2M |
| Gotham Asset Management | 0.13% | Add +172.2% | 23,669 | $10.0M |
| Allianz Asset Management GmbH | 0.02% | Add +0.5% | 23,474 | $9.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.9% | 23,299 | $9.8M |
| Round Hill Asset Management | 6.24% | Reduce -22.9% | 23,232 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +15.7% | 22,820 | $9.6M |
| Public Employees Retirement Association of Colorado | 0.04% | Reduce -2.8% | 22,781 | $9.6M |
| Park State Asset Management | 5.66% | Reduce -0.4% | 22,643 | $9.5M |
| CIBC Asset Management Inc | 0.03% | Reduce -4.9% | 21,998 | $9.3M |
| Donaldson Capital Management, LLC | 0.38% | Add +38.4% | 21,737 | $9.1M |
| Oppenheimer Asset Management Inc. | 0.12% | Add +16.8% | 21,603 | $9.1M |
| Creative Planning | 0.01% | Add +9.3% | 20,800 | $8.8M |
| Makena Capital Management LLC | 2.03% | Add +16.3% | 20,785 | $8.7M |
| Daiwa Securities Group Inc. | 0.05% | Add +10.5% | 20,715 | $8.7M |
| Scotia Capital Inc. | 0.05% | Add +4.2% | 20,626 | $8.7M |
| Mitchell Sinkler & Starr | 2.21% | Reduce -15.1% | 19,178 | $8.6M |
| US Bancorp \de | 0.01% | Add +18.8% | 20,392 | $8.6M |
| Oxbow Advisors, LLC | 1.04% | Reduce -2.1% | 20,351 | $8.6M |
| Nissay Asset Management Corp. /Japan | 0.06% | Add +5.0% | 20,248 | $8.5M |
| Carderock Capital Management Inc. | 2.22% | Add +2.8% | 20,174 | $8.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.66% | Add +11.2% | 19,909 | $8.5M |
| Yousif Capital Management, LLC | 0.10% | Reduce -8.2% | 19,997 | $8.4M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -4.0% | 19,804 | $8.3M |
| ING Groep NV | 0.05% | Reduce -2.1% | 19,423 | $8.2M |
| Douglass Winthrop Advisors, LLC | 0.17% | Reduce -4.0% | 19,415 | $8.2M |
| Tower Bridge Advisors | 0.91% | Reduce -11.0% | 19,220 | $8.1M |
| Cetera Investment Advisers | 0.02% | Add +0.3% | 18,813 | $7.9M |
| LGT Fund Management Co Ltd. | 0.98% | Add +2316.5% | 18,607 | $7.8M |
| Cresset Asset Management, LLC | 0.03% | Add +30.2% | 18,081 | $7.6M |
| Banco Santander, S.A. | 0.09% | Reduce -59.8% | 17,664 | $7.4M |
| Avanda Investment Management Pte. Ltd. | 1.12% | Reduce -27.3% | 17,568 | $7.4M |
| Lingotto Investment Management LLP | 0.25% | Add +46.3% | 17,453 | $7.3M |
| Macquarie Group Ltd. | 0.01% | Add +13.3% | 17,231 | $7.3M |
| Pinebridge Investments, L.P. | 0.06% | New | 17,221 | $7.2M |
| Illinois Municipal Retirement Fund | 0.11% | No change | 17,136 | $7.2M |
| State of Alaska, Department of Revenue | 0.08% | No change | 17,075 | $7.2M |
| Titan Global Capital Management USA LLC | 1.14% | Reduce -5.1% | 16,986 | $7.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | Add +1.7% | 16,856 | $7.1M |
| Kintegral Advisory, LLC | 0.68% | Add +0.7% | 16,791 | $7.1M |
| East Coast Asset Management, LLC. | 2.54% | Reduce -1.3% | 16,619 | $7.0M |
| Glenmede Trust Co. NA | 0.04% | Add +7.8% | 16,543 | $7.0M |
| Ghe, LLC | 2.77% | Reduce -0.1% | 16,392 | $6.9M |
| Central Bank & Trust Co. | 0.95% | Add +4.6% | 16,225 | $6.8M |
| Susquehanna Fundamental Investments, LLC | 0.16% | Add +11.8% | 16,210 | $6.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -44.8% | 16,188 | $6.8M |
| Stanley Capital Management, LLC | 1.36% | New | 15,758 | $6.6M |
| Trexquant Investment LP | 0.10% | New | 15,347 | $6.5M |
| MML Investors Services, LLC | 0.03% | Reduce -4.8% | 15,278 | $6.4M |
| Elo Mutual Pension Insurance Co | 0.15% | Add +0.5% | 15,125 | $6.4M |
| Vanguard Personalized Indexing Management, LLC | 0.12% | Add +34.5% | 15,049 | $6.3M |
| LGT Group Foundation | 0.10% | Reduce -12.6% | 14,996 | $6.3M |
| AdvisorShares Investments LLC | 1.10% | Reduce -1.1% | 14,956 | $6.3M |
| Crown Oak Advisors, LLC | 3.56% | Add +0.1% | 14,961 | $6.3M |
| XXEC, Inc. | 4.84% | Reduce -2.1% | 14,888 | $6.3M |
| Bell Asset Management Ltd | 0.88% | Reduce -0.7% | 14,827 | $6.2M |
| K.J. Harrison & Partners Inc | 1.01% | Add +303.4% | 14,618 | $6.2M |
| Ossiam | 0.11% | Reduce -46.7% | 14,345 | $6.0M |
| Alps Advisors Inc. | 0.04% | Reduce -0.1% | 13,895 | $5.8M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +6.0% | 13,681 | $5.8M |
| Pacer Advisors, Inc. | 0.01% | Reduce -18.7% | 13,660 | $5.7M |
| Penbrook Management LLC | 3.51% | Reduce -0.7% | 13,650 | $5.7M |
| Gulf International Bank (UK) Ltd | 0.14% | No change | 13,645 | $5.7M |
| Nordea Investment Management AB | 0.01% | Add +8.9% | 13,541 | $5.7M |
| Oregon Public Employees Retirement Fund | 0.11% | Add +0.7% | 13,524 | $5.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +6.4% | 13,484 | $5.7M |
| Man Group plc | 0.02% | Add +83.6% | 13,277 | $5.6M |
| Prudential PLC | 0.04% | Reduce -5.7% | 13,224 | $5.6M |
| Tredje AP-fonden | 0.05% | Reduce -23.2% | 13,200 | $5.6M |
| Cloverfields Capital Group, LP | 1.87% | Reduce -0.9% | 13,156 | $5.5M |
| Trium Capital LLP | 1.96% | Reduce -27.3% | 13,127 | $5.5M |
| Daiichi Life Insurance Co., Ltd. | 0.13% | Add +10.5% | 13,045 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.9% | 12,981 | $5.5M |
| Point72 Europe (London) LLP | 0.46% | Reduce -38.8% | 12,800 | $5.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.6% | 12,662 | $5.3M |
| Blue Zone Wealth Advisors, LLC | 1.84% | Reduce -1.2% | 12,651 | $5.3M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -2.8% | 12,571 | $5.3M |
| National Philanthropic Trust | 0.10% | No change | 12,494 | $5.3M |
| Maryland State Retirement & Pension System | 0.10% | No change | 12,352 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.7% | 12,257 | $5.2M |
| Lincoln Capital LLC | 1.14% | Reduce -0.4% | 12,184 | $5.1M |
| Mizuho Securities USA LLC | 0.11% | New | 12,107 | $5.1M |
| AE Wealth Management LLC | 0.05% | Add +1345.8% | 12,015 | $5.1M |
| Bluegrass Capital Partners LP | 5.16% | No change | 12,000 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.6% | 11,938 | $5.0M |
| Crossmark Global Holdings, Inc. | 0.10% | Reduce -19.8% | 11,911 | $5.0M |
| Kentucky Retirement Systems | 0.14% | Reduce -1.0% | 11,834 | $5.0M |
| Crestline Management, L.P. | 0.39% | New | 11,758 | $4.9M |
| MBB Public Markets I LLC | 0.10% | Add +1354.5% | 11,680 | $4.9M |
| Ballentine Partners, LLC | 0.09% | Add +5.8% | 11,616 | $4.9M |
| Midwest Professional Planners, LTD. | 1.61% | Add +1.0% | 11,470 | $4.8M |
| GAMCO Investors | 0.05% | New | 11,382 | $4.8M |
| Live Oak Private Wealth LLC | 0.82% | Add +1.0% | 11,331 | $4.8M |
| Fogel Capital Management, Inc. | 2.54% | Add +1.6% | 11,325 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -69.9% | 11,328 | $4.8M |
| BNP Paribas | 0.24% | Add +4.0% | 11,174 | $4.7M |
| Metis Global Partners, LLC | 0.16% | Add +1.2% | 11,140 | $4.7M |
| QRG Capital Management, Inc. | 0.05% | Reduce -4.5% | 10,758 | $4.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -8.8% | 10,535 | $4.4M |
| John G Ullman & Associates Inc. | 0.67% | Reduce -3.2% | 10,507 | $4.4M |
| Fiduciary Alliance LLC | 0.71% | Add +4.8% | 10,302 | $4.4M |
| Fiduciary Trust Co | 0.06% | Reduce -0.8% | 10,276 | $4.3M |
| Atom Investors LP | 0.43% | Add +120.0% | 10,177 | $4.3M |
| Insight Wealth Strategies, LLC | 0.61% | Add +5.5% | 10,127 | $4.3M |
| Cornerstone Advisors, LLC | 0.17% | Reduce -14.4% | 10,100 | $4.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.66% | No change | 10,091 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.4% | 10,071 | $4.2M |
| Hartford Investment Management Co. | 0.15% | Reduce -1.0% | 10,063 | $4.2M |
| KP Management LLC | 1.58% | No change | 10,000 | $4.2M |
| Roundview Capital LLC | 0.33% | Add +24.7% | 9,946 | $4.2M |
| Patton Fund Management, Inc. | 0.87% | Reduce -16.4% | 9,800 | $4.1M |
| Taylor Hoffman Wealth Management | 1.68% | Add +1.7% | 9,761 | $4.1M |
| AQR Capital Management | 0.01% | Reduce -5.5% | 9,754 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +19.8% | 9,746 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +113.9% | 9,656 | $4.1M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -10.4% | 8,713 | $4.0M |
| Transamerica Financial Advisors, LLC | 0.42% | No change | 9,432 | $4.0M |
| Altrafin AG | 1.46% | Add +20.8% | 9,376 | $3.9M |
| Windmill Hill Asset Management Ltd | 1.66% | No change | 9,372 | $3.9M |
| Glenview Trust Co | 0.08% | Reduce -3.6% | 9,286 | $3.9M |
| Northwest Investment Counselors, LLC | 0.97% | Reduce -1.4% | 9,172 | $3.9M |
| Keybank National Association | 0.02% | Add +15.6% | 9,137 | $3.8M |
| Wedge Capital Management L L P | 0.07% | Reduce -40.4% | 9,130 | $3.8M |
| Securian Asset Management, Inc. | 0.11% | Reduce -2.3% | 9,016 | $3.8M |
| Moore Capital Management, LP | 0.09% | Add +39.9% | 9,009 | $3.8M |
| Ieq Capital, LLC | 0.05% | Add +9.3% | 8,961 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -3.3% | 8,900 | $3.7M |
| Bridgewater Associates | 0.02% | Reduce -51.4% | 8,878 | $3.7M |
| Kerrisdale Advisers, LLC | 1.16% | Reduce -9.1% | 8,793 | $3.7M |
| Smith Salley Wealth Management | 0.26% | Add +10.8% | 8,762 | $3.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +61.6% | 8,751 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +0.5% | 8,730 | $3.7M |
| Bank Pictet & Cie (asia) Ltd. | 1.23% | Add +4.2% | 8,710 | $3.7M |
| Tidal Investments LLC | 0.05% | Add +26.5% | 8,701 | $3.7M |
| Pine Valley Investments Ltd Liability Co | 0.27% | Add +19.7% | 8,610 | $3.6M |
| Allianz SE | 0.11% | No change | 8,590 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.0% | 8,301 | $3.5M |
| Connable Office Inc. | 0.38% | Reduce -0.1% | 8,285 | $3.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -22.6% | 8,279 | $3.5M |
| Vanderbilt University | 0.72% | New | 8,143 | $3.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | Add +4.2% | 8,128 | $3.4M |
| First National Bank of Omaha | 0.22% | Add +17.7% | 8,083 | $3.4M |
| Vident Advisory, LLC | 0.09% | Add +93.5% | 8,079 | $3.4M |
| Banque Cantonale Vaudoise | 0.13% | Add +103.7% | 8,041 | $3.4M |
| Harbor Advisors LLC | 0.62% | No change | 8,000 | $3.4M |
| Ninety One SA (Pty) Ltd | 0.52% | No change | 7,990 | $3.4M |
| New Mexico Educational Retirement Board | 0.12% | No change | 7,892 | $3.3M |
| Citadel Investment Advisory, Inc. | 1.89% | No change | 7,865 | $3.3M |
| Kerusso Capital Management LLC | 2.40% | — | 7,859 | $3.3M |
| Atria Investments, Inc | 0.04% | Add +1.9% | 7,854 | $3.3M |
| Rehmann Capital Advisory Group | 0.23% | Add +0.5% | 7,788 | $3.3M |
| Yacktman Asset Management | 0.03% | No change | 7,670 | $3.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | Add +6.3% | 7,592 | $3.2M |
| Boston Trust Walden Corp | 0.02% | Reduce -0.7% | 7,575 | $3.2M |
| iA Global Asset Management Inc. | 0.06% | Reduce -0.9% | 7,556 | $3.2M |
| Kingfisher Capital LLC | 0.73% | Add +0.7% | 7,358 | $3.1M |
| Williams Jones Wealth Management, LLC. | 0.04% | Reduce -1.1% | 7,356 | $3.1M |
| Van Den Berg Management I, Inc. | 0.92% | Reduce -1.4% | 7,326 | $3.1M |
| Dorsey Wright & Associates | 0.80% | Add +0.4% | 7,325 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -3.9% | 7,258 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +3.3% | 7,199 | $3.0M |
| Slow Capital, Inc. | 0.49% | Reduce -1.4% | 7,180 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.4% | 7,158 | $3.0M |
| Natixis | 0.02% | Reduce -81.1% | 7,121 | $3.0M |
| Motley Fool Asset Management LLC | 0.20% | Add +31.5% | 7,095 | $3.0M |
| Intech Investment Management LLC | 0.04% | Reduce -8.8% | 7,089 | $3.0M |
| E. Ohman J:or Asset Management AB | 0.07% | Reduce -9.4% | 6,950 | $2.9M |
| Syntegra Private Wealth Group, LLC | 0.37% | Add +2.1% | 6,908 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +25.6% | 6,858 | $2.9M |
| Neo Ivy Capital Management | 0.56% | — | 6,836 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.2% | 6,821 | $2.9M |
| Quantinno Capital Management LP | 0.05% | Add +37.4% | 6,814 | $2.9M |
| Crewe Advisors LLC | 0.32% | Reduce -24.9% | 6,806 | $2.9M |
| Rathbones Group PLC | 0.02% | Reduce -0.1% | 6,795 | $2.9M |
| Trust Co. of Toledo NA | 0.41% | No change | 6,750 | $2.8M |
| Greenleaf Trust | 0.03% | Add +3.8% | 6,685 | $2.8M |
| Commerce Bank | 0.02% | Add +8.2% | 6,677 | $2.8M |
| Vinva Investment Management Ltd | 0.14% | Add +6.0% | 6,648 | $2.8M |
| Crawford Investment Counsel Inc. | 0.05% | Reduce -0.1% | 6,620 | $2.8M |
| Miura Global Management, LLC | 2.71% | New | 6,600 | $2.8M |
| GTS Securities LLC | 0.06% | Reduce -42.5% | 6,574 | $2.8M |
| Olstein Capital Management, L.P. | 0.49% | No change | 6,500 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.3% | 6,459 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.3% | 6,459 | $2.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -29.4% | 6,446 | $2.7M |
| Ostrum Asset Management | 0.23% | Reduce -3.8% | 6,402 | $2.7M |
| First National Advisers, LLC | 0.49% | Add +14.0% | 6,367 | $2.7M |
| Siemens Fonds Invest GmbH | 0.20% | Add +1.7% | 6,337 | $2.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.1% | 6,222 | $2.6M |
| Keebeck Wealth Management | 0.38% | Reduce -4.9% | 6,174 | $2.6M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -3.5% | 6,153 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.2% | 6,106 | $2.6M |
| SkyView Investment Advisors, LLC | 0.46% | Add +11.3% | 6,094 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -1.2% | 6,031 | $2.5M |
| Applied Capital LLC | 2.20% | No change | 5,984 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | No change | 5,969 | $2.5M |
| Chou Associates Management Inc. | 1.79% | New | 5,899 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | — | 6,572 | $2.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.17% | New | 5,865 | $2.5M |
| CenterBook Partners LP | 0.15% | Reduce -51.0% | 5,825 | $2.5M |
| NewEdge Wealth, LLC | 0.05% | Reduce -6.4% | 5,785 | $2.4M |
| Centiva Capital, LP | 0.12% | New | 5,772 | $2.4M |
| Sterling Investment Management, LLC | 1.83% | Add +24.2% | 5,721 | $2.4M |
| OMERS ADMINISTRATION Corp | 0.02% | New | 5,701 | $2.4M |
| Saturna Capital Corp. | 0.03% | No change | 5,689 | $2.4M |
| Huntington National Bank | 0.02% | Add +2.0% | 5,672 | $2.4M |
| MCF Advisors LLC | 0.18% | Add +1.9% | 5,616 | $2.4M |
| LMCG Investments, LLC | 0.14% | Reduce -8.7% | 5,576 | $2.3M |
| Norinchukin Bank, The | 0.07% | Add +0.3% | 5,562 | $2.3M |
| Fairbanks Capital Management, Inc. | 1.53% | Add +2.4% | 5,534 | $2.3M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -0.2% | 5,473 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +89.5% | 5,445 | $2.3M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 5,395 | $2.3M |
| Exchange Capital Management, Inc. | 0.37% | Reduce -3.0% | 5,344 | $2.2M |
| Empirical Finance, LLC | 0.14% | Reduce -6.9% | 5,337 | $2.2M |
| Fortis Capital Management LLC | 0.48% | Reduce -45.7% | 5,299 | $2.2M |
| Ingalls & Snyder LLC | 0.10% | No change | 5,286 | $2.2M |
| Meiji Yasuda Life Insurance Co | 0.04% | Add +15.5% | 5,255 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +0.4% | 5,232 | $2.2M |
| Arete Wealth Advisors, LLC | 0.18% | New | 5,226 | $2.2M |
| Vinland Capital Management Gestora de Recursos LTDA. | 3.23% | Add +35.5% | 5,180 | $2.2M |
| NEOS Investment Management LLC | 0.09% | Add +26.0% | 5,075 | $2.1M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.14% | Reduce -2.5% | 5,065 | $2.1M |
| General Partner, Inc. | 1.36% | Reduce -8.1% | 5,045 | $2.1M |
| Naples Global Advisors, LLC | 0.21% | Reduce -0.9% | 5,042 | $2.1M |
| Virtu Financial LLC | 0.15% | New | 5,030 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.1% | 4,997 | $2.1M |
| Diversified Trust Co. | 0.06% | Add +4.4% | 4,979 | $2.1M |
| Empowered Funds, LLC | 0.04% | Add +2.9% | 4,949 | $2.1M |
| Caprock Group, LLC | 0.08% | Add +55.2% | 4,885 | $2.1M |
| Blue Fin Capital, Inc. | 0.41% | Add +1.4% | 4,846 | $2.0M |
| IMS Capital Management | 0.95% | Add +0.9% | 4,308 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -45.8% | 4,740 | $2.0M |
| Value Partners Investments Inc. | 0.17% | Add +12.9% | 4,731 | $2.0M |
| Apollon Wealth Management, LLC | 0.06% | Add +8.7% | 4,712 | $2.0M |
| Blue Edge Capital, LLC | 0.33% | Reduce -0.3% | 4,673 | $2.0M |
| High Ground Investment Management LLP | 0.76% | Reduce -76.9% | 4,647 | $2.0M |
| Rossmore Private Capital | 0.25% | No change | 4,600 | $1.9M |
| Cynosure Group, LLC | 0.31% | New | 4,577 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 4,506 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 4,481 | $1.9M |
| Kirtland Hills Capital Management, LLC | 1.56% | Reduce -0.1% | 4,444 | $1.9M |
| Accent Capital Management, LLC | 1.14% | Reduce -0.3% | 4,419 | $1.9M |
| Beacon Investment Advisory Services, Inc. | 0.08% | Reduce -7.9% | 4,329 | $1.8M |
| Frank, Rimerman Advisors LLC | 0.13% | New | 4,264 | $1.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -0.3% | 4,256 | $1.8M |
| Parallel Advisors, LLC | 0.05% | Reduce -10.1% | 4,213 | $1.8M |
| Rodgers Brothers Inc. | 0.24% | Add +0.1% | 4,184 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -0.8% | 4,177 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +6.9% | 4,173 | $1.8M |
| HighPoint Advisor Group LLC | 0.10% | Add +0.2% | 3,828 | $1.8M |
| Essex Bank | 0.47% | Reduce -0.3% | 4,120 | $1.7M |
| Signaturefd, LLC | 0.04% | Add +3.9% | 4,104 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.27% | Add +14.4% | 4,093 | $1.7M |
| HHLR Advisors, LTD. | 0.04% | Reduce -97.4% | 4,030 | $1.7M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -3.2% | 4,028 | $1.7M |
| Van Strum & Towne Inc. | 0.61% | No change | 4,000 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.8% | 3,973 | $1.7M |
| First Trust Direct Indexing L.P. | 0.10% | Add +21.7% | 3,972 | $1.7M |
| Jump Financial, LLC | 0.03% | Add +23.9% | 3,949 | $1.7M |
| Texas Yale Capital Corp. | 0.08% | No change | 3,943 | $1.7M |
| Praxis Investment Management Inc. | 0.11% | No change | 4,475 | $1.7M |
| Meeder Advisory Services, Inc. | 0.12% | Add +43.1% | 3,904 | $1.6M |
| Legato Capital Management LLC | 0.22% | Reduce -24.0% | 3,899 | $1.6M |
| Bokf, NA | 0.03% | Reduce -6.9% | 3,883 | $1.6M |
| Angeles Wealth Management, LLC | 0.15% | Add +0.7% | 3,871 | $1.6M |
| Citizens Financial Group Inc. | 0.04% | Add +6.0% | 3,852 | $1.6M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -9.8% | 3,774 | $1.6M |
| Marshall Financial Group, LLC | 0.44% | Add +2.0% | 3,765 | $1.6M |
| Investment Management Corp of Ontario | 0.04% | Add +41.4% | 3,759 | $1.6M |
| Clearstead Advisors, LLC | 0.03% | Add +26.2% | 3,741 | $1.6M |
| Global Endowment Management, LP | 0.17% | Add +14.6% | 3,727 | $1.6M |
| Aft, Forsyth & Sober, LLC | 0.54% | No change | 3,725 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +1012.0% | 3,703 | $1.6M |
| Baader Bank Aktiengesellschaft | 0.12% | Add +117.7% | 3,701 | $1.6M |
| Long Road Investment Counsel, LLC | 0.67% | No change | 3,679 | $1.5M |
| Nomura Holdings Inc. | 0.01% | Add +192.5% | 3,677 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.2% | 3,639 | $1.5M |
| Composition Wealth, LLC | 0.04% | Add +6.0% | 3,603 | $1.5M |
| Wbi Investments, LLC | 0.36% | New | 3,578 | $1.5M |
| Knollwood Investment Advisory, LLC | 0.17% | Add +13.1% | 3,561 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +2.3% | 3,544 | $1.5M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -40.9% | 3,530 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Reduce -26.7% | 3,440 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +10.6% | 3,437 | $1.4M |
| Arax Advisory Partners | 0.14% | Add +38.9% | 3,421 | $1.4M |
| Bollard Group LLC | 0.04% | Add +129.3% | 3,394 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -3.0% | 3,389 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | Reduce -2.5% | 3,388 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -5.1% | 3,360 | $1.4M |
| Quantitative Investment Management, LLC | 0.15% | Add +12.3% | 3,359 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Add +0.6% | 3,329 | $1.4M |
| Cypress Capital Group | 0.17% | No change | 3,317 | $1.4M |
| Shilanski & Associates, Inc. | 0.46% | Reduce -0.6% | 3,251 | $1.4M |
| Vestcor Inc | 0.05% | No change | 3,245 | $1.4M |
| Equitable Trust Co. | 0.09% | No change | 3,240 | $1.4M |
| Bridges Investment Management Inc. | 0.02% | Add +24.4% | 3,235 | $1.4M |
| Hantz Financial Services, Inc. | 0.03% | Add +8.9% | 3,200 | $1.3M |
| Cwm, LLC | 0.01% | Add +3.5% | 3,198 | $1.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -10.1% | 2,863 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.3% | 3,185 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 3,182 | $1.3M |
| Hills Bank & Trust Co | 0.11% | Reduce -3.0% | 3,113 | $1.3M |
| Westbourne Investment Advisors, Inc. | 0.47% | Reduce -9.1% | 3,111 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.23% | No change | 3,104 | $1.3M |
| Anchor Investment Management, LLC | 0.13% | No change | 3,052 | $1.3M |
| AXS Investments LLC | 0.36% | Reduce -6.5% | 3,043 | $1.3M |
| V-Square Quantitative Management LLC | 0.21% | Reduce -11.2% | 3,035 | $1.3M |
| Pinnacle Financial Partners Inc | 0.03% | No change | 3,249 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +4.3% | 3,027 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +0.5% | 3,004 | $1.3M |
| Mystic Asset Management, Inc. | 0.51% | No change | 3,000 | $1.3M |
| Lineweaver Wealth Advisors, LLC | 0.26% | Reduce -35.4% | 3,000 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -73.5% | 2,974 | $1.3M |
| SVB Wealth LLC | 0.03% | Reduce -4.8% | 2,968 | $1.2M |
| Choreo, LLC | 0.02% | Add +232.6% | 2,957 | $1.2M |
| Monte Financial Group, LLC | 0.54% | Reduce -0.0% | 2,928 | $1.2M |
| Principal Securities, Inc. | 0.03% | Reduce -0.8% | 2,903 | $1.2M |
| Capstone Investment Advisors, LLC | 0.05% | Reduce -17.5% | 2,890 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -33.4% | 2,886 | $1.2M |
| Sepio Capital, LP | 0.11% | Reduce -4.1% | 2,882 | $1.2M |
| Waldron Private Wealth LLC | 0.05% | Add +7.8% | 2,866 | $1.2M |
| Redmond Asset Management, LLC | 0.39% | Reduce -5.5% | 2,841 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +18.8% | 2,824 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Reduce -3.9% | 2,775 | $1.2M |
| AlTi Global, Inc. | 0.03% | New | 2,757 | $1.2M |
| Sendero Wealth Management, LLC | 0.19% | Reduce -63.0% | 2,752 | $1.2M |
| MAI Capital Management | 0.01% | Add +7.9% | 2,747 | $1.2M |
| Okabena Investment Services Inc. | 0.37% | Reduce -21.3% | 2,744 | $1.2M |
| Evermay Wealth Management LLC | 0.19% | No change | 2,742 | $1.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.05% | Add +20.0% | 2,740 | $1.2M |
| Avitas Wealth Management LLC | 0.17% | Add +0.8% | 2,734 | $1.2M |
| Key Financial Inc | 0.28% | Reduce -2.8% | 2,732 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -29.6% | 2,693 | $1.1M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 2,673 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +124.7% | 2,672 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -6.9% | 2,655 | $1.1M |
| Great Lakes Retirement, Inc. | 0.15% | Add +11.7% | 2,649 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +4.0% | 2,632 | $1.1M |
| DoubleLine ETF Adviser LP | 0.29% | Reduce -3.2% | 2,598 | $1.1M |
| SpiderRock Advisors, LLC | 0.03% | New | 2,593 | $1.1M |
| Accretive Wealth Partners, LLC | 0.46% | Reduce -0.5% | 2,591 | $1.1M |
| Rockline Wealth Management, LLC | 0.34% | Add +3.3% | 2,576 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.4% | 2,570 | $1.1M |
| GeoWealth Management, LLC | 0.05% | Add +54.9% | 2,565 | $1.1M |
| Washington Trust Advisors, Inc. | 0.10% | No change | 2,555 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +0.2% | 2,534 | $1.1M |
| Smithfield Trust Co | 0.06% | Reduce -9.5% | 2,542 | $1.1M |
| Bahl & Gaynor LLC | 0.01% | No change | 2,527 | $1.1M |
| Independent Advisor Alliance | 0.04% | Add +2.0% | 2,525 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.7% | 2,518 | $1.1M |
| First Hawaiian Bank | 0.04% | Add +5.8% | 2,513 | $1.1M |
| Horizon Investments, LLC | 0.03% | Add +0.6% | 2,511 | $1.1M |
| Harbert Fund Advisors, LLC | 0.85% | Reduce -23.1% | 2,500 | $1.1M |
| Milestones Administradora de Recursos Ltda. | 0.44% | New | 2,500 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +19.6% | 2,483 | $1.0M |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -4.3% | 2,447 | $1.0M |
| Asset Management Group, Inc. | 0.16% | No change | 2,445 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,433 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.5% | 2,425 | $1.0M |
| Empirical Asset Management, LLC | 0.38% | Add +13.4% | 2,405 | $1.0M |
| Ballast Advisors LLC | 0.32% | Add +7.2% | 2,400 | $1.0M |
| Qtron Investments LLC | 0.15% | No change | 2,396 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.3% | 2,387 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -4.3% | 2,378 | $1.0M |
| Profund Advisors LLC | 0.04% | Reduce -2.3% | 2,360 | $993K |
| Triangle Securities Wealth Management | 0.28% | Reduce -1.3% | 2,355 | $991K |
| LBP Am SA | 0.04% | Reduce -49.6% | 2,346 | $988K |
| SRN Advisors, LLC | 0.81% | No change | 2,318 | $976K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -0.9% | 2,143 | $969K |
| Heritage Wealth Management, LLC | 0.54% | Reduce -9.9% | 2,299 | $968K |
| Heritage Family Offices, LLP | 0.54% | — | 2,299 | $968K |
| Millennium Management | 0.00% | Reduce -96.8% | 2,292 | $965K |
| Encompass Wealth Advisors, LLC | 0.25% | No change | 2,250 | $947K |
| Aviso Financial Inc. | 0.05% | — | 2,248 | $947K |
| PEAK6 Investments LLC | 0.04% | Add +111600.0% | 2,234 | $940K |
| Maple Capital Management, Inc. | 0.08% | No change | 2,205 | $928K |
| 1623 Capital LLC | 0.55% | Reduce -88.3% | 2,200 | $926K |
| Wedmont Private Capital | 0.06% | Add +9.6% | 2,056 | $917K |
| Verition Fund Management LLC | 0.01% | Reduce -40.0% | 2,160 | $909K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +0.7% | 2,084 | $877K |
| Lawson Kroeker Investment Management Inc. | 0.17% | No change | 2,070 | $871K |
| FORA Capital, LLC | 0.11% | Add +106.6% | 2,068 | $870K |
| CENTRAL TRUST Co | 0.02% | Reduce -5.1% | 2,064 | $869K |
| Verdence Capital Advisors LLC | 0.08% | Reduce -1.6% | 2,052 | $864K |
| Sentry LLC | 0.16% | No change | 2,042 | $860K |
| Roberts Capital Advisors, LLC | 0.82% | No change | 2,183 | $858K |
| J. W. Coons Advisors, LLC | 0.16% | Add +10.0% | 2,035 | $857K |
| Stonebridge Capital Management Inc. | 0.36% | No change | 2,000 | $842K |
| Seneca Financial Advisors LLC | 0.44% | Reduce -4.8% | 2,000 | $842K |
| OLIO Financial Planning | 0.35% | No change | 2,124 | $830K |
| LVW Advisors, LLC | 0.12% | Add +25.2% | 1,960 | $825K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.2% | 1,950 | $821K |
| Spirepoint Private Client, LLC | 0.12% | Reduce -1.8% | 1,948 | $820K |
| Two Sigma Securities, LLC | 0.04% | New | 1,948 | $820K |
| Assetmark, Inc. | 0.00% | Add +16.5% | 1,934 | $814K |
| Riversedge Advisors, LLC | 0.20% | Reduce -0.4% | 1,926 | $811K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -5.2% | 1,890 | $796K |
| Fishman Jay A Ltd. | 0.08% | No change | 1,875 | $789K |
| Ritholtz Wealth Management | 0.03% | Add +4.2% | 1,859 | $783K |
| Whittier Trust Co. | 0.01% | Reduce -0.7% | 1,857 | $782K |
| Citadel Advisors | 0.00% | Add +378.5% | 1,847 | $777K |
| Evergreen Capital Management LLC | 0.03% | Add +14.1% | 1,840 | $775K |
| Spinnaker Trust | 0.05% | No change | 1,840 | $775K |
| Delta Investment Management, LLC | 0.17% | Reduce -6.4% | 1,840 | $774K |
| Institute for Wealth Management, LLC. | 0.10% | Add +14.0% | 1,836 | $773K |
| Reynders McVeigh Capital Management, LLC | 0.04% | No change | 1,831 | $771K |
| Cornerstone Planning Group LLC | 0.22% | Add +0.3% | 1,748 | $769K |
| Choate Investment Advisors | 0.02% | Reduce -0.1% | 1,827 | $769K |
| Trust Asset Management LLC | 0.06% | No change | 1,820 | $766K |
| Azzad Asset Management Inc. | 0.09% | Reduce -1.9% | 1,818 | $765K |
| Legacy Advisors, LLC | 0.09% | Reduce -19.5% | 1,806 | $760K |
| Benin Management CORP | 0.23% | New | 1,803 | $759K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -1.4% | 1,799 | $757K |
| Boothbay Fund Management, LLC | 0.03% | New | 1,788 | $753K |
| Geller Advisors LLC | 0.06% | Reduce -2.4% | 1,778 | $748K |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 1,765 | $743K |
| Valeo Financial Advisors, LLC | 0.02% | Add +7.1% | 1,756 | $739K |
| High Net Worth Advisory Group LLC | 0.22% | No change | 1,744 | $734K |
| Walter & Keenan Wealth Management LLC /in/ | 0.23% | Reduce -1.9% | 1,724 | $726K |
| NorthRock Partners, LLC | 0.03% | Add +14.1% | 1,723 | $725K |
| IFP Advisors, Inc | 0.03% | Add +1.9% | 1,715 | $722K |
| Syon Capital LLC | 0.07% | Add +4.2% | 1,691 | $712K |
| Ellevest, Inc. | 0.04% | Add +6.0% | 1,690 | $711K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.1% | 1,689 | $711K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 1,689 | $711K |
| Mather Group, Llc. | 0.01% | Add +3.9% | 1,807 | $710K |
| Brookstone Capital Management | 0.01% | New | 1,546 | $705K |
| Cigna Investments Inc. | 0.13% | Reduce -0.7% | 1,675 | $705K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.9% | 1,653 | $696K |
| Argent Trust Co | 0.03% | Add +5.3% | 1,652 | $695K |
| Mission Wealth Management, LP | 0.02% | Add +15.4% | 1,637 | $689K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.1% | 1,624 | $684K |
| Clarius Group, LLC | 0.05% | Reduce -2.9% | 1,619 | $681K |
| Townsquare Capital LLC | 0.01% | Add +31.4% | 1,606 | $676K |
| Farther Finance Advisors, LLC | 0.03% | Add +110.3% | 1,579 | $665K |
| Lido Advisors, LLC | 0.01% | Add +15.3% | 1,579 | $665K |
| Motco | 0.04% | No change | 1,577 | $664K |
| Wolverine Trading, LLC | 0.01% | New | 1,572 | $662K |
| Threadgill Financial, LLC | 0.31% | Add +5.7% | 1,566 | $659K |
| Dodge & Cox | 0.00% | No change | 1,566 | $659K |
| Bison Wealth, LLC | 0.11% | No change | 1,659 | $652K |
| Summit Financial, LLC | 0.03% | Add +49.1% | 1,549 | $652K |
| Circle Wealth Management, LLC | 0.02% | Reduce -6.5% | 1,548 | $652K |
| Castle Rock Wealth Management, LLC | 0.16% | No change | 1,545 | $651K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -1.0% | 1,539 | $648K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.5% | 1,538 | $647K |
| Ashton Thomas Securities, LLC | 0.16% | — | 1,479 | $646K |
| Borer Denton & Associates, Inc. | 0.23% | No change | 1,505 | $634K |
| Pacific Global Investment Management Co. | 0.12% | Reduce -9.3% | 1,505 | $634K |
| Summit Trail Advisors, LLC | 0.02% | Add +24.6% | 1,504 | $633K |
| Venturi Wealth Management, LLC | 0.04% | Add +3031.3% | 1,503 | $633K |
| Smart Money Group LLC | 0.23% | Add +13.6% | 1,383 | $632K |
| Resurgent Financial Advisors LLC | 0.39% | Add +30.1% | 1,492 | $628K |
| Balefire, LLC | 0.22% | Add +36.7% | 1,467 | $618K |
| Abn Amro Investment Solutions | 0.01% | Add +135.1% | 1,467 | $618K |
| Brave Asset Management Inc. | 0.16% | No change | 1,463 | $616K |
| Quadrant Capital Group LLC | 0.05% | Add +15.5% | 1,462 | $615K |
| D.B. Root & Company, LLC | 0.21% | Reduce -14.8% | 1,441 | $607K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 1,434 | $604K |
| Smartleaf Asset Management LLC | 0.10% | Add +46.2% | 1,424 | $598K |
| Fifth Third Wealth Advisors LLC | 0.05% | New | 1,415 | $596K |
| Argyle Capital Management, LLC | 0.24% | No change | 1,400 | $589K |
| iSAM Funds (UK) Ltd | 0.43% | New | 1,363 | $574K |
| First Horizon Advisors, Inc. | 0.02% | Add +1.8% | 1,357 | $571K |
| Ascentis Independent Advisors | 0.12% | — | 1,357 | $571K |
| Walleye Trading LLC | 0.01% | Reduce -57.5% | 1,355 | $570K |
| Bar Harbor Wealth Management | 0.04% | No change | 1,326 | $558K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -18.6% | 1,321 | $556K |
| Prosperity Consulting Group, LLC | 0.08% | Add +13.3% | 1,318 | $555K |
| Panagora Asset Management Inc. | 0.00% | Reduce -2.7% | 1,318 | $555K |
| DeDora Capital, Inc. | 0.17% | Add +6.0% | 1,314 | $553K |
| Checchi Capital Advisers, LLC | 0.04% | Add +3.5% | 1,301 | $548K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.21% | Add +85.7% | 1,300 | $547K |
| DDD Partners, LLC | 0.06% | No change | 1,291 | $543K |
| Hilltop National Bank | 0.17% | No change | 1,288 | $542K |
| Advanced Portfolio Management, LLC | 0.36% | No change | 1,285 | $541K |
| Stamos Capital Partners, L.P. | 0.11% | New | 1,280 | $539K |
| FineMark National Bank & Trust | 0.02% | No change | 1,270 | $535K |
| Unigestion Holding SA | 0.03% | Reduce -55.9% | 1,365 | $533K |
| Schechter Investment Advisors, LLC | 0.04% | Add +5.2% | 1,265 | $532K |
| Leonteq Securities AG | 0.07% | Add +292.8% | 1,261 | $531K |
| Palisades Hudson Asset Management, L.P. | 0.24% | No change | 1,258 | $530K |
| Freedom Investment Management, Inc. | 0.04% | Add +4.2% | 1,255 | $528K |
| Quantum Portfolio Management LLC | 0.30% | New | 1,241 | $522K |
| HTLF Bank | 0.06% | No change | 1,240 | $522K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -5.4% | 1,218 | $513K |
| Westpac Banking Corp. | 0.04% | No change | 1,216 | $512K |
| Proficio Capital Partners LLC | 0.05% | Add +2.7% | 1,214 | $511K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -2.0% | 1,210 | $509K |
| Haverford Trust Co | 0.01% | Add +0.4% | 1,201 | $506K |
| Fayez Sarofim & Co | 0.00% | No change | 1,200 | $505K |
| Symmetry Partners, LLC | 0.03% | No change | 1,198 | $504K |
| Legacy Private Trust Co. | 0.04% | No change | 1,197 | $504K |
| Park Edge Advisors, LLC | 0.15% | No change | 1,190 | $501K |
| New Century Financial Group, LLC | 0.21% | Add +41.0% | 1,189 | $500K |
| Curi Capital, LLC | 0.01% | Reduce -23.9% | 1,189 | $500K |
| Fulton Bank, N.A. | 0.02% | Add +28.7% | 1,183 | $498K |
| Patton Albertson Miller Group, LLC | 0.07% | Add +6.1% | 1,176 | $495K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.7% | 1,158 | $487K |
| Hoylecohen, LLC | 0.04% | Add +1.7% | 1,141 | $480K |
| Mayfair Advisory Group, LLC | 0.32% | No change | 1,055 | $471K |
| Trust Co. of Vermont | 0.03% | No change | 1,117 | $470K |
| Cornerstone Advisory, LLC | 0.07% | Add +0.4% | 1,114 | $469K |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.6% | 1,107 | $466K |
| Wilkins Investment Counsel Inc. | 0.07% | No change | 1,100 | $463K |
| KG Capital Management | 0.16% | Add +14.6% | 1,096 | $461K |
| Unique Wealth Strategies, LLC | 0.22% | No change | 1,174 | $461K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -2.8% | 1,022 | $461K |
| Exchange Traded Concepts, LLC | 0.01% | Add +4.0% | 1,090 | $459K |
| CX Institutional | 0.02% | Reduce -1.0% | 1,084 | $456K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +1.4% | 1,084 | $456K |
| Cozad Asset Management Inc. | 0.05% | Reduce -27.0% | 1,080 | $455K |
| DRW Securities, LLC | 0.03% | New | 1,067 | $451K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 1,068 | $450K |
| Synovus Financial Corp. | 0.01% | Add +0.7% | 1,063 | $447K |
| Cross Staff Investments Inc | 0.37% | No change | 1,062 | $447K |
| Seeds Investor LLC | 0.23% | Add +13.0% | 1,061 | $446K |
| Howland Capital Management LLC | 0.02% | Add +4.0% | 1,053 | $443K |
| BSW Wealth Partners | 0.07% | Reduce -2.7% | 1,052 | $443K |
| Carnegie Investment Counsel | 0.01% | No change | 1,043 | $439K |
| PDS Planning, Inc | 0.04% | Add +1.1% | 1,042 | $439K |
| Aptus Capital Advisors, LLC | 0.01% | Add +8.7% | 1,036 | $436K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 1,035 | $436K |
| Tributary Capital Management, LLC | 0.04% | Reduce -2.4% | 1,035 | $436K |
| RFG Advisory, LLC | 0.01% | Reduce -8.8% | 1,033 | $435K |
| Broadleaf Partners, LLC | 0.10% | Reduce -1.9% | 1,020 | $429K |
| Allworth Financial LP | 0.00% | Add +51.7% | 965 | $427K |
| Pitcairn Co. | 0.03% | Add +20.1% | 1,002 | $422K |
| Quintet Private Bank (Europe) S.A. | 0.02% | Add +0.9% | 868 | $421K |
| Kanawha Capital Management LLC | 0.03% | New | 1,001 | $421K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 1,000 | $421K |
| Crestmont Private Wealth LLC | 0.20% | Reduce -2.8% | 996 | $419K |
| Realta Investment Advisors | 0.08% | No change | 996 | $419K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -22.1% | 992 | $418K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +4.6% | 978 | $412K |
| International Assets Investment Management, LLC | 0.04% | Add +14.8% | 978 | $412K |
| Hutner Capital Management Inc. | 0.22% | No change | 969 | $408K |
| Advisory Alpha, LLC | 0.02% | Add +18.9% | 968 | $408K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +11.3% | 966 | $407K |
| Shearwater Capital LLC | 0.30% | No change | 964 | $406K |
| Correct Capital Wealth Management | 0.09% | No change | 963 | $405K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +2.6% | 960 | $404K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Reduce -5.0% | 959 | $404K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -14.8% | 945 | $403K |
| Financial Advocates Investment Management | 0.03% | Add +43.8% | 955 | $402K |
| Castleview Partners, LLC | 0.23% | Reduce -1.1% | 954 | $402K |
| Baxter Bros Inc. | 0.05% | No change | 949 | $399K |
| Aaron Wealth Advisors LLC | 0.06% | Add +15.5% | 947 | $399K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -48.0% | 941 | $396K |
| Kenora Financial, LLC | 0.16% | No change | 935 | $394K |
| Auto-Owners Insurance Co | 0.01% | No change | 933 | $393K |
| Kathleen S. Wright Associates Inc. | 0.18% | No change | 900 | $392K |
| Chronos Wealth Management, LLC | 0.22% | No change | 931 | $392K |
| Shelton Capital Management | 0.01% | No change | 931 | $392K |
| Morningstar Investment Management LLC | 0.04% | No change | 930 | $391K |
| Pinnacle Associates Ltd. | 0.01% | Add +15.2% | 926 | $390K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 924 | $389K |
| Pettee Investors, Inc. | 0.19% | Reduce -2.3% | 924 | $389K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 924 | $389K |
| Dark Forest Capital Management LP | 0.07% | New | 918 | $386K |
| White Pine Capital LLC | 0.15% | Add +4.1% | 915 | $385K |
| Flputnam Investment Management Co. | 0.01% | Add +19.2% | 912 | $384K |
| Alberta Investment Management Corp | 0.00% | Reduce -75.0% | 900 | $379K |
| Simmons Bank | 0.03% | Reduce -27.9% | 894 | $376K |
| Brooklyn Investment Group | 0.16% | No change | 953 | $375K |
| Abbrea Capital, LLC | 0.05% | No change | 880 | $370K |
| Mutual Advisors, LLC | 0.01% | New | 817 | $368K |
| Rice Hall James & Associates, LLC | 0.02% | Reduce -0.5% | 873 | $367K |
| Banco BTG Pactual S.A. | 0.09% | No change | 800 | $367K |
| Sunflower Bank, N.A. | 0.09% | Reduce -0.8% | 869 | $366K |
| Roanoke Asset Management Corp./ NY | 0.12% | No change | 866 | $365K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +1.5% | 865 | $364K |
| Abacus Planning Group, Inc. | 0.07% | Add +1.4% | 861 | $362K |
| Graypoint LLC | 0.03% | Add +21.8% | 860 | $362K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -3.2% | 858 | $361K |
| American National Bank & Trust | 0.04% | Add +3.8% | 858 | $361K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.8% | 851 | $358K |
| 4J Wealth Management LLC | 0.30% | No change | 851 | $358K |
| VestGen Investment Management | 0.11% | Add +11.5% | 851 | $358K |
| Magellan Asset Management Ltd | 0.00% | Add +25.8% | 848 | $357K |
| Outlook Wealth Advisors, LLC | 0.11% | New | 839 | $353K |
| Carmichael Hill & Associates, Inc. | 0.14% | No change | 839 | $353K |
| Gryphon Financial Partners LLC | 0.05% | New | 834 | $351K |
| Procyon Advisors, LLC | 0.03% | Reduce -6.3% | 834 | $351K |
| Highland Capital Management, LLC | 0.02% | Reduce -87.7% | 833 | $351K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -1.3% | 829 | $349K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -7.9% | 828 | $349K |
| Mattern Capital Management, LLC | 0.05% | Add +24.2% | 821 | $346K |
| Manchester Capital Management LLC | 0.04% | Add +1.7% | 817 | $344K |
| Addison Advisors LLC | 0.11% | Add +2.6% | 816 | $343K |
| Boltwood Capital Management | 0.11% | Reduce -0.6% | 815 | $343K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 815 | $343K |
| Balboa Wealth Partners | 0.09% | Add +4.5% | 804 | $338K |
| NBT Bank, N.A. | 0.02% | Reduce -18.3% | 802 | $338K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 800 | $337K |
| Atwood & Palmer Inc. | 0.03% | No change | 800 | $337K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +23.9% | 797 | $335K |
| Allstate Corp. | 0.03% | No change | 797 | $335K |
| Loomis Sayles & Co. L P | 0.00% | Add +0.4% | 797 | $335K |
| Grey Ledge Advisors, LLC | 0.09% | No change | 794 | $334K |
| PFG Advisors | 0.02% | Reduce -20.2% | 788 | $332K |
| Fenimore Asset Management Inc | 0.01% | No change | 787 | $331K |
| Gateway Advisory, LLC | 0.06% | Reduce -0.9% | 782 | $329K |
| Conning Inc. | 0.01% | Add +3.0% | 778 | $327K |
| Heritage Trust Co | 0.04% | No change | 775 | $326K |
| TrinityBridge Ltd | 0.01% | Add +131.3% | 775 | $326K |
| Lindbrook Capital, LLC | 0.03% | Reduce -19.4% | 772 | $325K |
| GAMMA Investing LLC | 0.04% | Add +55.0% | 769 | $324K |
| Winslow Capital Management, LLC | 0.00% | Reduce -15.4% | 761 | $320K |
| McLean Asset Management Corp | 0.10% | Add +1.3% | 722 | $316K |
| Values Added Financial LLC | 0.23% | Add +0.5% | 748 | $315K |
| Penserra Capital Management LLC | 0.00% | Add +0.1% | 747 | $314K |
| Silvia McColl Wealth Management, LLC | 0.26% | No change | 742 | $312K |
| Angeles Investment Advisors, LLC | 0.02% | New | 741 | $312K |
| 626 Financial, LLC | 0.18% | No change | 740 | $311K |
| Tudor Investment Corporation | 0.00% | Reduce -66.1% | 738 | $311K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 730 | $307K |
| Group One Trading LLC | 0.01% | New | 724 | $305K |
| Convergence Financial, LLC | 0.08% | New | 722 | $304K |
| Carson Advisory Inc. | 0.21% | No change | 720 | $303K |
| M. Kulyk & Associates, LLC | 0.07% | Reduce -11.1% | 719 | $303K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.4% | 706 | $297K |
| Sage Mountain Advisors LLC | 0.03% | New | 704 | $296K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -0.7% | 702 | $295K |
| L2 Asset Management, LLC | 0.09% | Add +9.9% | 699 | $294K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 691 | $291K |
| Aprio Wealth Management, LLC | 0.05% | Add +14.1% | 690 | $290K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.7% | 688 | $290K |
| Sentry Investment Management LLC | 0.13% | Reduce -17.0% | 685 | $288K |
| Petrus Trust Company, LTA | 0.03% | New | 684 | $288K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.3% | 681 | $287K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | No change | 678 | $285K |
| Plotkin Financial Advisors, LLC | 0.18% | New | 677 | $285K |
| Everpar Advisors LLC | 0.14% | Add +23.3% | 677 | $285K |
| Rothschild Investment LLC | 0.02% | Add +24.0% | 676 | $285K |
| West Family Investments, Inc. | 0.09% | No change | 675 | $284K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.1% | 671 | $282K |
| Integrated Advisors Network LLC | 0.01% | Add +8.9% | 670 | $282K |
| Avestar Capital, LLC | 0.03% | Add +9.5% | 670 | $282K |
| Wulff, Hansen & Co. | 0.28% | No change | 665 | $280K |
| Blue Trust, Inc. | 0.00% | Add +355.8% | 711 | $279K |
| Caldwell Trust Co | 0.03% | No change | 660 | $278K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | Reduce -5.7% | 659 | $277K |
| Kingsview Wealth Management, LLC | 0.01% | Add +23.5% | 652 | $274K |
| Saybrook Capital | 0.08% | No change | 643 | $271K |
| FinTrust Capital Advisors, LLC | 0.05% | Add +0.9% | 640 | $269K |
| Essex Financial Services, Inc. | 0.02% | Add +5.6% | 585 | $269K |
| Busey Bank | 0.01% | Reduce -1.7% | 638 | $269K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 686 | $268K |
| Adero Partners, LLC | 0.02% | New | 636 | $268K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -9.8% | 595 | $266K |
| Howe & Rusling Inc. | 0.02% | Reduce -11.4% | 628 | $264K |
| EWG Elevate Inc. | 0.10% | No change | 622 | $262K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -11.4% | 620 | $261K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -8.3% | 620 | $261K |
| Twin Lakes Capital Management, LLC | 0.18% | No change | 619 | $261K |
| Dunhill Financial, LLC | 0.16% | Add +5518.2% | 618 | $260K |
| Little House Capital LLC | 0.08% | No change | 616 | $259K |
| Crestwood Advisors Group, LLC | 0.01% | New | 616 | $259K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 615 | $259K |
| Mgo One Seven LLC | 0.01% | Reduce -12.3% | 613 | $258K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -0.7% | 611 | $257K |
| Diametric Capital, LP | 0.14% | New | 606 | $255K |
| Morris Financial Concepts, Inc. | 0.12% | Reduce -17.1% | 605 | $255K |
| Claret Asset Management Corp | 0.05% | Add +15.1% | 601 | $253K |
| Resolute Wealth Strategies, LLC | 0.15% | No change | 600 | $253K |
| Pathway Financial Advisors LLC | 0.07% | No change | 600 | $253K |
| EagleClaw Capital Managment, LLC | 0.05% | No change | 600 | $253K |
| HCR Wealth Advisors | 0.04% | No change | 600 | $253K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 600 | $253K |
| Jefferies Financial Group Inc. | 0.01% | New | 599 | $252K |
| Keel Point, LLC | 0.02% | Add +4.7% | 535 | $249K |
| Hamilton Capital, LLC | 0.02% | Reduce -8.3% | 589 | $248K |
| Stanley-Laman Group, Ltd. | 0.03% | No change | 584 | $246K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | Reduce -25.4% | 627 | $245K |
| Compound Planning, Inc. | 0.02% | New | 580 | $244K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 579 | $244K |
| Morningstar Investment Services LLC | 0.00% | New | 576 | $242K |
| Kowal Investment Group, LLC | 0.05% | Reduce -14.3% | 574 | $242K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +7.5% | 574 | $242K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -0.9% | 571 | $240K |
| Plato Investment Management Ltd | 0.02% | No change | 567 | $239K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +0.4% | 563 | $237K |
| Waverly Advisors, LLC | 0.00% | New | 560 | $236K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.3% | 558 | $235K |
| Lanark Financial, Inc. | 0.02% | No change | 557 | $234K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +37.5% | 550 | $232K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.2% | 506 | $231K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -1.1% | 547 | $230K |
| Ascent Group, LLC | 0.02% | Add +7.5% | 547 | $230K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -1.8% | 545 | $229K |
| Cypress Asset Management Inc. | 0.06% | No change | 540 | $227K |
| Vise Technologies, Inc. | 0.04% | New | 540 | $227K |
| Sharkey, Howes & Javer | 0.04% | No change | 538 | $226K |
| Regent Peak Wealth Advisors LLC | 0.05% | Add +0.9% | 537 | $226K |
| Prosperity Wealth Management, Inc. | 0.11% | No change | 533 | $224K |
| CMH Wealth Management LLC | 0.06% | New | 533 | $224K |
| Reliant Investment Management, LLC | 0.10% | No change | 528 | $222K |
| Chesapeake Wealth Management | 0.08% | No change | 525 | $221K |
| Edgestream Partners, L.P. | 0.01% | Reduce -48.5% | 521 | $219K |
| Wayfinding Financial, LLC | 0.12% | New | 522 | $219K |
| Quotient Wealth Partners, LLC | 0.01% | New | 518 | $218K |
| Ewa, LLC | 0.09% | New | 478 | $216K |
| Wick Capital Partners, LLC | 0.07% | New | 510 | $215K |
| Trust Point Inc. | 0.02% | Reduce -11.0% | 508 | $214K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 504 | $212K |
| Edge Financial Advisors LLC | 0.22% | New | 503 | $212K |
| Family Firm, Inc. | 0.05% | New | 503 | $212K |
| Qsemble Capital Management, LP | 0.04% | New | 502 | $211K |
| Private Trust Co. NA | 0.02% | Add +18.4% | 502 | $211K |
| Paragon Financial Partners, Inc. | 0.16% | New | 500 | $210K |
| Alta Advisers Ltd | 0.10% | No change | 500 | $210K |
| Burke & Herbert Bank & Trust Co. | 0.05% | Reduce -10.7% | 500 | $210K |
| PGGM Investments | 0.00% | No change | 500 | $210K |
| Mirabella Financial Services LLP | 0.02% | New | 497 | $209K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 489 | $206K |
| Alera Investment Advisors, LLC | 0.02% | New | 489 | $206K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.4% | 486 | $205K |
| Compton Wealth Advisory Group, LLC | 0.05% | New | 484 | $204K |
| William Howard & Co Financial Advisors Inc | 0.18% | New | 475 | $200K |
| Boston Family Office LLC | 0.01% | New | 476 | $200K |
| CVA Family Office, LLC | 0.03% | Add +0.9% | 455 | $192K |
| Global Retirement Partners, LLC | 0.01% | Add +107.9% | 445 | $187K |
| USA Financial Formulas | 0.03% | Reduce -32.0% | 445 | $187K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +20.9% | 416 | $175K |
| Arlington Trust Co LLC | 0.04% | No change | 415 | $175K |
| Birchbrook, Inc. | 0.10% | No change | 400 | $168K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 400 | $168K |
| Islay Capital Management, LLC | 0.12% | Reduce -6.7% | 393 | $165K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.6% | 387 | $163K |
| Clean Yield Group | 0.06% | Reduce -27.0% | 365 | $154K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.01% | No change | 355 | $149K |
| Hexagon Capital Partners LLC | 0.03% | Add +15.1% | 351 | $148K |
| Johnson Financial Group, Inc. | 0.01% | Add +168.8% | 344 | $145K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.6% | 343 | $144K |
| Cromwell Holdings LLC | 0.09% | — | 343 | $144K |
| Grove Bank & Trust | 0.02% | No change | 338 | $142K |
| Quent Capital, LLC | 0.02% | Add +0.3% | 329 | $138K |
| SouthState Bank Corp | 0.01% | Add +23.9% | 322 | $136K |
| TD Private Client Wealth LLC | 0.00% | Reduce -42.3% | 316 | $133K |
| Salem Investment Counselors Inc. | 0.00% | No change | 312 | $131K |
| Your Advocates Ltd., LLP | 0.05% | No change | 300 | $126K |
| JNBA Financial Advisors | 0.01% | No change | 300 | $126K |
| LRI Investments, LLC | 0.01% | Add +1120.8% | 293 | $123K |
| First Foundation Advisors | 0.00% | No change | 292 | $123K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -26.3% | 280 | $118K |
| Resources Management Corp. /CT/ | 0.02% | No change | 266 | $112K |
| Evergreen Private Wealth LLC | 0.05% | No change | 254 | $107K |
| Hobbs Group Advisors, LLC | 0.04% | — | 251 | $106K |
| North Star Investment Management Corp. | 0.01% | No change | 244 | $103K |
| Sound Income Strategies, LLC | 0.01% | No change | 232 | $98K |
| TFC Financial Management, Inc. | 0.02% | No change | 231 | $97K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -1.3% | 230 | $97K |
| Deseret Mutual Benefit Administrators | 0.04% | No change | 216 | $91K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -64.5% | 212 | $89K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 212 | $89K |
| Sandy Spring Bank | 0.00% | Add +21.4% | 210 | $89K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 200 | $84K |
| M&R Capital Management Inc. | 0.02% | No change | 200 | $84K |
| Raleigh Capital Management Inc. | 0.04% | Add +17.0% | 200 | $84K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +1.1% | 185 | $78K |
| Coston, McIsaac & Partners | 0.02% | No change | 181 | $76K |
| Tobam | 0.01% | Add +38.4% | 173 | $73K |
| Center for Financial Planning, Inc. | 0.01% | No change | 158 | $67K |
| State of Wyoming | 0.01% | Reduce -3.1% | 157 | $66K |
| Silvant Capital Management LLC | 0.00% | No change | 157 | $66K |
| Princeton Global Asset Management LLC | 0.01% | No change | 154 | $65K |
| Tompkins Financial Corp. | 0.01% | No change | 150 | $63K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 150 | $63K |
| EntryPoint Capital, LLC | 0.03% | Add +52.1% | 146 | $61K |
| Geo Capital Gestora de Recursos Ltd | 0.06% | Reduce -2.8% | 140 | $59K |
| Mizuho Bank, Ltd. | 0.01% | New | 140 | $59K |
| Advantage Trust Co | 0.04% | No change | 133 | $56K |
| Bell Investment Advisors, Inc | 0.01% | No change | 131 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 130 | $55K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 129 | $54K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -4.5% | 128 | $54K |
| HWG Holdings LP | 0.02% | — | 127 | $53K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 125 | $53K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -20.7% | 115 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.6% | 115 | $48K |
| City State Bank | 0.02% | No change | 106 | $45K |
| Ancora Advisors LLC | 0.00% | No change | 102 | $43K |
| Compass Wealth Management LLC | 0.01% | No change | 102 | $43K |
| MV Capital Management, Inc. | 0.00% | Add +2.0% | 101 | $43K |
| Rise Advisors, LLC | 0.02% | No change | 90 | $38K |
| Coppell Advisory Solutions LLC | 0.01% | — | 89 | $37K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 87 | $37K |
| Spire Wealth Management | 0.00% | Reduce -18.7% | 87 | $37K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 84 | $35K |
| Ofi Invest Asset Management | 0.00% | Add +10.1% | 87 | $34K |
| Covestor Ltd | 0.02% | Reduce -62.8% | 81 | $34K |
| West Paces Advisors Inc. | 0.01% | No change | 75 | $32K |
| Versant Capital Management, Inc | 0.01% | Add +114.3% | 75 | $32K |
| Benjamin Edwards Inc. | 0.01% | Add +12.7% | 71 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 70 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 68 | $29K |
| Clearstead Trust, LLC | 0.01% | No change | 66 | $28K |
| Raffa Wealth Management, LLC | 0.01% | No change | 66 | $28K |
| Pinnacle Holdings, LLC | 0.01% | New | 65 | $27K |
| Wesleyan Assurance Society | 0.00% | No change | 60 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.3% | 59 | $25K |
| Eagle Bay Advisors LLC | 0.01% | Add +26.7% | 57 | $24K |
| Caitlin John, LLC | 0.02% | No change | 56 | $24K |
| GW&K Investment Management, LLC | 0.00% | Add +8.0% | 54 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 54 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 54 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +6.1% | 52 | $22K |
| Meeder Asset Management Inc. | 0.00% | Add +4.3% | 48 | $20K |
| DSM Capital Partners LLC | 0.00% | No change | 48 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 47 | $20K |
| Riverview Trust Co | 0.02% | No change | 45 | $19K |
| WR Wealth Planners, LLC | 0.01% | Add +76.0% | 44 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 42 | $18K |
| LGT Financial Advisors LLC | 0.04% | New | 42 | $18K |
| Private Wealth Management Group, LLC | 0.01% | No change | 38 | $16K |
| Colonial Trust Advisors | 0.00% | Reduce -9.5% | 38 | $16K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 38 | $16K |
| Sachetta, LLC | 0.01% | Add +9.7% | 34 | $16K |
| Abound Wealth Management | 0.01% | Add +5.9% | 36 | $15K |
| Kings Path Partners LLC | 0.01% | — | 34 | $14K |
| Avior Wealth Management, LLC | 0.00% | Reduce -95.3% | 32 | $13K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -98.4% | 31 | $13K |
| Fortitude Family Office, LLC | 0.01% | Add +82.3% | 31 | $13K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 31 | $13K |
| REAP Financial Group, LLC | 0.00% | Reduce -11.4% | 31 | $13K |
| Silicon Valley Capital Partners | 0.00% | No change | 30 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 28 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 28 | $12K |
| Aspect Partners, LLC | 0.01% | No change | 27 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | New | 26 | $11K |
| Park Place Capital Corp | 0.00% | Reduce -35.0% | 26 | $11K |
| Legacy Bridge, LLC | 0.01% | No change | 25 | $11K |
| Quarry LP | 0.00% | Reduce -40.5% | 25 | $11K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 24 | $10K |
| Financial Connections Group, Inc. | 0.01% | New | 25 | $10K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +64.3% | 23 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 23 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -4.3% | 22 | $9K |
| Avion Wealth | 0.00% | Add +43.8% | 23 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Add +12.5% | 18 | $8K |
| Larson Financial Group LLC | 0.00% | Add +28.6% | 18 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 17 | $7K |
| Archer Investment Corp | 0.00% | No change | 17 | $7K |
| Valley National Advisers Inc. | 0.00% | Reduce -5.3% | 18 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 16 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 16 | $7K |
| First Pacific Financial | 0.00% | New | 16 | $7K |
| HighMark Wealth Management LLC | 0.00% | No change | 15 | $6K |
| Avalon Trust Co | 0.00% | No change | 15 | $6K |
| Janiczek Wealth Management, LLC | 0.00% | New | 14 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | New | 14 | $6K |
| PFS Partners, LLC | 0.00% | No change | 13 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 13 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 12 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +1000.0% | 11 | $5K |
| Core Alternative Capital | 0.00% | No change | 10 | $4K |
| Planning Capital Management Corp | 0.00% | No change | 9 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 9 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 9 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -25.0% | 9 | $4K |
| Godsey & Gibb, Inc. | 0.00% | No change | 8 | $3K |
| Chilton Capital 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 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 7 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 7 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +16.7% | 7 | $3K |
| Westside Investment Management, Inc. | 0.00% | New | 7 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 7 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 6 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 6 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 5 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $2K |
| Fairway Wealth LLC | 0.00% | New | 5 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -55.6% | 4 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 4 | $2K |
| Nvwm, LLC | 0.00% | Add +300.0% | 4 | $2K |
| Fairman Group, LLC | 0.00% | No change | 3 | $1K |
| Horizon Financial Services, LLC | 0.00% | No change | 3 | $1K |
| Kimelman & Baird, LLC | 0.00% | — | 3 | $1K |
| WestEnd Advisors, LLC | 0.00% | Add +200.0% | 3 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 2 | $1K |
| POM Investment Strategies, LLC | 0.00% | No change | 2 | $842 |
| Lynx Investment Advisory | 0.00% | — | 2 | $842 |
| Opal Wealth Advisors, LLC | 0.00% | New | 2 | $842 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $842 |
| Continuum Advisory, LLC | 0.00% | No change | 2 | $842 |
| ClariVest Asset Management LLC | 0.00% | No change | 2 | $839 |
| Redwood Wealth Management Group, LLC | 0.00% | New | 1 | $421 |
| Creative Capital Management Investments LLC | 0.00% | No change | 1 | $421 |
| Studio Investment Management LLC | 0.00% | Reduce -50.0% | 1 | $421 |
| Country Trust Bank | 0.00% | New | 1 | $421 |
| Y.D. More Investments Ltd | 0.00% | New | 84 | $94 |
"% of holder's portfolio" is MCO's weight in each manager's 13F, not the share of Moody's Corp. the manager owns.