Moody'sMCO

13F holders, Q3 2024 (September 30)
1,207holders +47
103new positions
58sold out
19famous investors
$474.49avg. 13F price*

At the end of Q3 2024, 1,207 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 47 from Q2 2024. 103 opened new positions and 58 sold out. The largest holders were Berkshire Hathaway ($11.7B), Vanguard Group Inc. ($6.9B) and BlackRock, Inc. ($6.3B). 19 famous investors held it, including Chris Hohn (14.3% of TCI Fund Management's portfolio), Dev Kantesaria (13.6% of Valley Forge Capital Management's portfolio) and Chuck Akre (13.3% of Akre 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions103$377.2M
Exits58$494.0M

All 13F filers, Q2 2024 → Q3 2024: 6,835,798 shares bought and 10,122,858 shares sold, net −3,287,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,207 holders

Berkshire Hathaway 4.40% No change 24,669,778 $11.7B
Vanguard Group Inc. 0.12% Add +0.5% 14,632,261 $6.9B
BlackRock, Inc. 0.13% — 13,363,484 $6.3B
TCI Fund Management 14.28% No change 13,246,769 $6.3B
State Street Corp. 0.14% Add +0.9% 7,047,772 $3.3B
FMR LLC 0.19% Add +12.3% 6,581,036 $3.1B
Geode Capital Management, LLC 0.14% Add +13.0% 3,612,172 $1.7B
Akre Capital Management 13.28% Reduce -20.3% 3,362,880 $1.6B
Fiera Capital Corp 4.52% Reduce -4.9% 3,167,708 $1.5B
Bank of New York Mellon Corp 0.26% Reduce -0.5% 2,902,716 $1.4B
Jennison Associates LLC 0.69% Add +22.6% 2,333,263 $1.1B
Morgan Stanley 0.08% Reduce -40.0% 2,228,093 $1.1B
Massachusetts Financial Services Co. 0.29% Add +32.0% 2,075,719 $985.1M
Baillie Gifford & Co. 0.73% Reduce -15.2% 2,052,045 $973.9M
Norges Bank 0.13% Reduce -2.7% 1,899,037 $901.3M
JPMorgan Chase & Co. 0.06% Add +11.0% 1,618,350 $768.1M
Ninety One UK Ltd 1.96% Reduce -21.8% 1,548,907 $735.1M
PineStone Asset Management Inc. 6.80% Add +3.2% 1,483,827 $704.2M
Northern Trust Corp. 0.11% Reduce -3.7% 1,474,276 $699.7M
Longview Partners (Guernsey) LTD 4.79% Add +0.0% 1,469,867 $697.6M
Legal & General Group Plc 0.18% Add +0.1% 1,404,499 $666.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +2.5% 1,369,998 $650.2M
Rothschild & Co Wealth Management UK Ltd 10.26% Reduce -14.2% 1,360,710 $645.8M
Valley Forge Capital Management 13.59% Add +5.8% 1,288,444 $611.5M
Invesco Ltd. 0.11% Add +8.7% 1,228,413 $583.0M
Goldman Sachs Group Inc. 0.11% Reduce -11.7% 1,179,654 $559.9M
Windacre Partnership LLC 7.42% Reduce -28.1% 1,176,000 $558.1M
Altarock Partners LP 9.97% Reduce -1.9% 1,066,619 $506.2M
Allen Investment Management, LLC 5.53% Reduce -2.3% 981,053 $465.6M
Deutsche Bank AG 0.19% Add +4.5% 978,949 $464.6M
Charles Schwab Investment Management Inc. 0.09% Add +1.1% 962,604 $456.8M
Principal Financial Group Inc. 0.23% Reduce -31.2% 877,596 $416.5M
Royal Bank of Canada 0.09% Add +6.5% 830,182 $394.0M
Brown Advisory Inc. 0.49% Reduce -4.2% 820,943 $389.6M
Nuveen Asset Management, LLC 0.11% Reduce -3.8% 803,608 $381.4M
Neuberger Berman Group LLC 0.28% Reduce -13.0% 766,049 $363.6M
Dimensional Fund Advisors LP 0.08% Add +3.5% 730,862 $346.8M
Ako Capital LLP 4.23% Reduce -8.5% 683,460 $324.4M
Amundi 0.11% Add +35.6% 652,057 $307.1M
Bank of America Corp. 0.03% Add +1.6% 619,798 $294.2M
Franklin Resources Inc. 0.08% Add +3.4% 593,477 $284.5M
Sarasin & Partners LLP 2.65% Add +38.1% 591,232 $280.6M
Voya Investment Management LLC 0.31% Reduce -8.1% 549,333 $260.7M
Storebrand Asset Management As 0.82% Reduce -4.3% 547,683 $259.9M
Marshfield Associates 5.15% Reduce -1.2% 511,300 $242.7M
T. Rowe Price Associates Inc. 0.03% Reduce -14.9% 502,427 $238.4M
TD Asset Management Inc 0.21% Add +612.6% 499,896 $236.7M
Schroder Investment Management Group 0.24% Add +22.0% 496,507 $235.6M
UBS Group AG 0.06% Add +11.2% 484,269 $229.8M
DF Dent & Co. Inc. 2.78% Reduce -7.4% 481,550 $228.5M
Russell Investments Group, Ltd. 0.33% Reduce -1.3% 478,087 $226.8M
Cantillon Capital Management LLC 1.37% Reduce -2.9% 471,545 $223.8M
HSBC Holdings PLC 0.13% Reduce -2.2% 455,078 $215.9M
Barclays PLC 0.09% Add +17.5% 452,970 $215.0M
First Trust Advisors LP 0.19% Reduce -9.5% 418,058 $198.4M
BLS Capital Fondsmaeglerselskab A/S 5.71% Reduce -9.3% 416,537 $197.7M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +1.6% 373,634 $177.3M
Aviva PLC 0.44% Reduce -0.4% 351,472 $166.8M
National Pension Service 0.16% Add +14.2% 344,676 $163.6M
Rhumbline Advisers 0.14% Reduce -1.0% 333,138 $158.1M
Acadian Asset Management LLC 0.47% Add +1028.5% 319,264 $151.5M
Newport Trust Company, LLC 0.35% Reduce -0.9% 304,583 $144.6M
Janus Henderson Group PLC 0.07% Reduce -1.6% 303,413 $144.0M
Employees Provident Fund Board 1.93% Reduce -1.0% 297,057 $141.0M
California Public Employees Retirement System 0.10% Add +1.7% 293,997 $139.5M
King Luther Capital Management Corp. 0.59% Reduce -3.2% 290,124 $137.7M
Assenagon Asset Management S.A. 0.28% Add +159.1% 286,538 $136.0M
HighTower Advisors, LLC 0.20% Reduce -3.0% 284,833 $135.1M
Envestnet Asset Management Inc. 0.04% Add +7.0% 268,477 $127.4M
California State Teachers Retirement System 0.14% Reduce -1.0% 259,040 $122.9M
Qube Research & Technologies Ltd 0.22% Add +889.9% 249,057 $118.2M
Eagle Asset Management Inc. 0.60% Reduce -25.7% 245,433 $117.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Reduce -61.0% 233,423 $110.8M
Bristol Gate Capital Partners Inc. 5.04% Reduce -0.5% 232,024 $110.1M
Manning & Napier Advisors LLC 1.20% Reduce -31.5% 230,040 $109.2M
New York State Common Retirement Fund 0.15% Reduce -3.3% 226,125 $107.3M
Congress Asset Management Co. 0.72% Add +1.0% 221,745 $105.2M
Mitsubishi UFJ Trust & Banking Corp 0.24% Reduce -0.9% 217,760 $103.3M
Bank of Montreal 0.05% Add +17.6% 216,980 $102.7M
Markel Group 0.91% No change 213,890 $101.5M
Chilton Investment Co. Inc. 2.65% Reduce -0.4% 213,306 $101.2M
National Bank of Canada 0.13% Add +47.2% 208,345 $98.8M
BNP Paribas Financial Markets 0.09% Reduce -6.5% 202,788 $96.2M
Credit Agricole S A 0.50% Reduce -9.9% 199,677 $94.8M
Flossbach Von Storch SE 0.37% Reduce -31.8% 199,576 $94.7M
Skye Global Management LP 2.27% Reduce -27.3% 198,500 $94.2M
Cercano Management LLC 2.23% Add +0.3% 196,746 $93.4M
Ameriprise Financial Inc. 0.02% Reduce -14.2% 194,595 $92.5M
Two Sigma Investments, LP 0.21% Add +24.5% 185,401 $88.0M
Troy Asset Management Ltd 2.75% Reduce -1.5% 183,720 $87.2M
Robeco Institutional Asset Management B.V. 0.17% Add +1025.5% 182,202 $86.5M
Ycg, LLC 6.65% Reduce -1.2% 181,484 $86.1M
Bristol John W & Co. Inc. 1.37% Reduce -1.2% 181,115 $86.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Add +97.8% 177,754 $84.4M
Alliancebernstein L.P. 0.03% Reduce -1.1% 172,016 $81.6M
Aberdeen Group plc 0.15% Reduce -0.3% 170,045 $81.0M
Natixis Advisors, LLC 0.16% Add +6.8% 170,698 $81.0M
Barr E S & Co. 4.96% Reduce -2.0% 167,360 $79.4M
CANADA LIFE ASSURANCE Co 0.14% Add +3.4% 166,575 $79.1M
Evergreen Quality Fund GP, Ltd. 3.95% No change 164,048 $77.9M
GFI Investment Counsel Ltd. 8.88% Reduce -4.0% 161,190 $76.5M
PNC Financial Services Group, Inc. 0.05% Reduce -7.0% 156,183 $74.1M
Caisse de depot et placement du Quebec 0.15% Reduce -11.2% 155,111 $73.6M
Armstrong Henry H Associates Inc. 7.00% Reduce -0.8% 153,987 $73.1M
State Board of Administration of Florida Retirement System 0.14% Reduce -2.4% 152,302 $72.3M
AXA S.A. 0.21% Reduce -40.3% 149,542 $71.0M
1832 Asset Management L.P. 0.12% Add +315.0% 149,108 $70.8M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -2.0% 147,654 $70.1M
Bowie Capital Management, LLC 3.91% Reduce -6.3% 146,272 $69.4M
Mackenzie Financial Corp. 0.09% Add +5.2% 141,571 $67.2M
Renaissance Technologies 0.10% New 140,700 $66.8M
Toronto Dominion Bank 0.12% Add +20.5% 137,714 $65.4M
CI Investments Inc. 0.24% Reduce -0.0% 134,007 $63.6M
New York State Teachers Retirement System 0.13% Reduce -2.2% 132,789 $63.0M
Banque Pictet & Cie SA 0.60% Add +2.8% 127,581 $60.5M
Artisan Partners Limited Partnership 0.09% New 126,942 $60.2M
Capital International Investors 0.01% Add +0.0% 126,679 $60.1M
Rings Capital Management LLC 29.69% No change 120,000 $57.0M
Schwartz Investment Counsel Inc. 2.00% Reduce -8.5% 118,200 $56.1M
Two Sigma Advisers, LP 0.13% Reduce -31.7% 117,900 $56.0M
Man Group plc 0.16% Add +778.0% 116,567 $55.3M
Canada Pension Plan Investment Board 0.05% Add +8.6% 115,529 $54.8M
Corient Private Wealth LP 0.08% Add +5.1% 112,878 $53.6M
Wells Fargo & Company 0.01% Reduce -24.7% 112,852 $53.6M
Wellington Management Group LLP 0.01% Reduce -37.3% 110,171 $52.3M
State of Wisconsin Investment Board 0.13% Reduce -5.3% 109,792 $52.1M
LPL Financial LLC 0.02% Add +9.2% 108,746 $51.6M
DekaBank Deutsche Girozentrale 0.10% Add +1.6% 109,449 $51.6M
Baskin Financial Services Inc. 4.21% Reduce -0.9% 108,408 $51.4M
Triple Frond Partners LLC 6.66% Reduce -28.1% 108,387 $51.4M
Caledonia Investments PLC 5.52% No change 106,050 $50.3M
Mar Vista Investment Partners LLC 3.16% Reduce -22.5% 104,387 $49.5M
First Manhattan Co. Llc. 0.14% Reduce -1.6% 102,984 $48.9M
Korea Investment CORP 0.11% Add +6.1% 99,192 $47.1M
Citigroup Inc. 0.04% Reduce -18.4% 97,527 $46.3M
Sei Investments Co. 0.06% Add +5.1% 97,195 $46.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.6% 95,272 $45.2M
Pinebridge Investments, L.P. 0.34% Add +447.4% 94,264 $44.7M
Pictet Asset Management Holding SA 0.05% Add +7.6% 94,255 $44.7M
Prudential Financial Inc. 0.06% Reduce -1.4% 92,217 $43.8M
Chevy Chase Trust Holdings, LLC 0.13% Add +1.1% 91,419 $43.4M
Ninety One North America, Inc. 2.95% Reduce -42.1% 91,380 $43.4M
Citadel Advisors 0.05% Add +4774.0% 90,023 $42.7M
Ironvine Capital Partners, LLC 4.34% Reduce -2.8% 85,262 $40.5M
Danske Bank A/S 0.13% Add +7.5% 83,588 $39.7M
KBC Group NV 0.12% Reduce -1.2% 83,577 $39.7M
Public Employees Retirement System of Ohio 0.16% Reduce -0.4% 80,132 $38.0M
Bank of Nova Scotia 0.07% Reduce -64.5% 77,850 $37.0M
Arrowstreet Capital, Limited Partnership 0.03% New 77,613 $36.8M
NS Partners Ltd 1.54% Add +1.9% 76,746 $36.4M
Agf Management Ltd. 0.19% Reduce -21.9% 76,641 $36.4M
Stifel Financial Corp. 0.04% Reduce -2.5% 76,550 $36.3M
Summitry LLC 1.66% Reduce -42.4% 73,136 $34.7M
J. Safra Sarasin Holding AG 0.60% Add +5.4% 72,641 $34.5M
Zacks Investment Management 0.29% Add +12.2% 71,387 $33.9M
Nisa Investment Advisors, LLC 0.20% Add +7.7% 70,925 $33.7M
Twinbeech Capital LP 0.64% New 70,602 $33.5M
AEGON ASSET MANAGEMENT UK Plc 0.46% Reduce -3.2% 70,646 $33.5M
FIL Ltd 0.03% Reduce -25.0% 70,111 $33.3M
Ensign Peak Advisors, Inc 0.06% Reduce -2.5% 70,036 $33.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.33% Reduce -37.5% 70,036 $33.2M
Treasurer of the State of North Carolina 0.13% Reduce -1.4% 69,075 $32.8M
Canoe Financial LP 0.79% Reduce -83.9% 69,193 $32.8M
Voloridge Investment Management, LLC 0.12% Add +37.2% 68,928 $32.7M
Swedbank AB 0.04% No change 68,201 $32.4M
Quantum Capital Management, LLC / NJ 3.35% Reduce -53.6% 68,185 $32.4M
Royal London Asset Management Ltd. 0.08% Add +3.6% 67,999 $32.3M
Nomura Asset Management Co. Ltd. 0.10% Add +3.4% 66,858 $31.7M
Raymond James & Associates 0.02% Reduce -15.8% 66,182 $31.4M
Victory Capital Management Inc. 0.03% Add +0.8% 66,094 $31.4M
Teacher Retirement System of Texas 0.15% Add +1267.5% 64,820 $30.8M
Artemis Investment Management LLP 0.47% Reduce -49.7% 64,763 $30.7M
Select Equity Group, L.P. 0.11% Reduce -44.7% 64,440 $30.6M
Asset Management One Co., Ltd. 0.11% Add +2.2% 64,224 $30.5M
Mn Services Vermogensbeheer B.V. 0.21% Reduce -1.7% 63,972 $30.4M
State of Tennessee, Department of Treasury 0.11% Add +14.4% 63,430 $30.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +14.3% 63,016 $29.9M
Bank Pictet & Cie (Europe) AG 0.71% Add +1.7% 62,985 $29.9M
M&T Bank Corp 0.10% Add +11.2% 62,913 $29.9M
Cullen/Frost Bankers, Inc. 0.40% Reduce -1.4% 62,500 $29.7M
State of New Jersey Common Pension Fund D 0.12% No change 60,514 $28.7M
BRX Global LP 18.57% No change 59,743 $28.4M
Focus Partners Wealth 0.09% Reduce -65.5% 59,300 $28.1M
Cobblestone Capital Advisors LLC 1.55% Add +1.2% 58,224 $27.6M
Los Angeles Capital Management LLC 0.11% Add +3.7% 56,195 $26.7M
Perigon Wealth Management, LLC 0.71% Add +0.3% 55,655 $26.4M
Tidal Investments LLC 0.29% Add +538.4% 55,544 $26.4M
W1M Asset Management Ltd 2.00% Reduce -8.5% 53,184 $25.2M
Rafferty Asset Management, LLC 0.09% Reduce -3.9% 53,094 $25.2M
Lord, Abbett & Co. LLC 0.08% New 53,080 $25.2M
STRS Ohio 0.10% Reduce -1.2% 52,908 $25.1M
Forsta Ap-Fonden 0.19% Add +6.9% 52,900 $25.1M
Hikari Power Ltd 2.08% No change 52,700 $25.0M
Resona Asset Management Co.,Ltd. 0.14% Reduce -1.6% 52,668 $25.0M
Norris Perne & French LLP 1.71% Reduce -1.2% 52,384 $24.9M
Handelsbanken Fonder AB 0.10% Add +1.2% 52,123 $24.7M
Marshall Wace, LLP 0.03% Reduce -29.2% 52,032 $24.7M
Boston Financial Mangement LLC 0.73% Reduce -44.9% 51,699 $24.5M
Gillson Capital LP 2.22% Add +26.9% 51,397 $24.4M
CIBC Private Wealth Group LLC 0.04% Reduce -1.7% 51,350 $24.4M
Campbell Newman Asset Management Inc. 1.80% Reduce -0.2% 50,394 $23.9M
Mariner, LLC 0.04% Add +8.7% 49,729 $23.6M
Welch & Forbes LLC 0.29% Add +0.1% 48,206 $22.9M
MetLife Investment Management, LLC 0.13% Reduce -2.6% 47,945 $22.8M
Cibc World Markets Corp. 0.16% Add +0.6% 47,764 $22.7M
Varma Mutual Pension Insurance Co 0.18% Reduce -4.6% 49,466 $22.5M
Arizona State Retirement System 0.14% Reduce -1.1% 47,120 $22.4M
Fiduciary Group, LLC 2.26% Reduce -1.0% 47,084 $22.3M
Blair William & Co. 0.07% Add +66.2% 46,937 $22.3M
Lazard Asset Management LLC 0.03% Add +466.5% 46,902 $22.3M
Achmea Investment Management B.V. 0.36% Reduce -4.4% 46,456 $22.0M
UniSuper Management Pty Ltd 0.16% Add +0.1% 45,971 $21.8M
Gabelli Funds LLC 0.16% Add +5.8% 45,439 $21.6M
State of Michigan Retirement System 0.11% Reduce -0.9% 45,406 $21.5M
Aquatic Capital Management LLC 0.56% New 45,240 $21.5M
Xponance LLC 0.21% Reduce -13.1% 45,206 $21.5M
Walter Public Investments Inc. 3.74% Add +3.1% 45,205 $21.5M
Corebridge Financial, Inc. 0.11% Reduce -3.0% 43,932 $20.8M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -2.3% 43,288 $20.5M
Trexquant Investment LP 0.26% Add +178.1% 42,685 $20.3M
Janney Montgomery Scott LLC 0.06% Reduce -0.0% 42,255 $20.1M
Kestra Advisory Services, LLC 0.11% Reduce -1.5% 41,808 $19.8M
ExodusPoint Capital Management, LP 0.20% New 41,483 $19.7M
Candriam S.C.A. 0.11% Add +4.3% 40,711 $19.3M
Cerity Partners LLC 0.04% Add +2.8% 40,082 $19.0M
Baron Capital (BAMCO) 0.05% Add +4.4% 37,741 $17.9M
GHP Investment Advisors, Inc. 0.82% Reduce -1.4% 37,586 $17.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% — 37,243 $17.7M
NorthCrest Asset Manangement, LLC 0.52% Add +1.5% 36,476 $17.3M
Progressive Investment Management Corp 4.38% Reduce -1.0% 35,970 $17.1M
Amalgamated Bank 0.14% Add +5.5% 35,695 $16.9M
Natixis 0.10% Add +392.1% 35,041 $16.6M
Comerica Bank 0.07% Reduce -1.6% 34,801 $16.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -1.2% 34,092 $16.2M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +0.4% 33,454 $15.9M
Shell Asset Management Co. 0.70% — 33,516 $15.9M
Retirement Systems of Alabama 0.06% Reduce -3.3% 33,504 $15.9M
Worldquant Millennium Advisors LLC 0.11% New 32,959 $15.6M
USS Investment Management Ltd 0.11% No change 32,873 $15.6M
Van Eck Associates Corp. 0.02% Add +11.0% 33,153 $15.5M
CW Advisors, LLC 0.20% Add +1.6% 32,095 $15.2M
IFM Investors Pty Ltd 0.15% Add +0.1% 32,090 $15.2M
Czech National Bank 0.15% Add +6.6% 31,902 $15.1M
Hikari Tsushin, Inc. 1.07% No change 31,689 $15.0M
Ingalls & Snyder LLC 0.57% Add +480.5% 30,686 $14.6M
Squarepoint Ops LLC 0.05% Add +615.7% 30,459 $14.5M
Thrivent Financial for Lutherans 0.03% Reduce -1.9% 30,102 $14.3M
ProShare Advisors LLC 0.04% Reduce -5.6% 30,097 $14.3M
DNB Asset Management AS 0.06% Add +4.7% 29,650 $14.1M
Fifth Third Bancorp 0.05% Add +0.1% 28,939 $13.7M
Vontobel Holding Ltd. 0.04% Reduce -0.8% 27,978 $13.3M
AMF Tjanstepension AB 0.09% No change 27,777 $13.2M
Truist Financial Corp. 0.02% Add +3.3% 27,778 $13.2M
Marks Group Wealth Management, Inc 1.25% Reduce -1.2% 27,530 $13.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -12.9% 27,423 $13.0M
Tokio Marine Asset Management Co. Ltd. 0.57% Reduce -46.7% 27,421 $13.0M
Public Sector Pension Investment Board 0.07% Add +2.9% 27,375 $13.0M
Evoke Wealth, LLC 0.35% New 27,082 $12.9M
Aquamarine Capital (Aquamarine Zurich) 4.49% No change 27,000 $12.8M
Brasada Capital Management, LP 2.21% Reduce -0.8% 26,965 $12.7M
Daiwa Securities Group Inc. 0.06% Add +27.7% 26,448 $12.6M
Gotham Asset Management 0.13% Add +11.7% 26,442 $12.5M
Utah Retirement Systems 0.14% Add +0.4% 26,177 $12.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -50.9% 26,000 $12.3M
Cibc World Market Inc. 0.03% Reduce -46.7% 25,794 $12.2M
HughesLittle Investment Management Ltd. 2.49% Reduce -0.1% 25,789 $12.2M
O'shaughnessy Asset Management, LLC 0.11% Add +10.0% 25,105 $12.0M
Harris Associates (Oakmark Funds) 0.02% Reduce -91.7% 25,224 $12.0M
D. E. Shaw & Co. 0.02% Reduce -47.8% 25,022 $11.9M
Hudson Bay Capital Management LP 0.10% New 25,000 $11.9M
APG Asset Management N.V. 0.08% Reduce -93.3% 27,893 $11.9M
Dock Street Asset Management Inc. 1.56% Reduce -0.6% 24,308 $11.5M
American Century Companies Inc. 0.01% Reduce -1.8% 23,974 $11.4M
Pathstone Holdings, LLC 0.05% Reduce -2.6% 23,879 $11.3M
Creative Planning 0.01% Add +14.1% 23,733 $11.3M
CIBC Asset Management Inc 0.04% Add +7.9% 23,733 $11.3M
Allianz Asset Management GmbH 0.02% Add +0.2% 23,525 $11.2M
New York Life Investment Management LLC 0.11% Reduce -3.2% 23,463 $11.1M
Commonwealth Equity Services, LLC 0.02% Reduce -0.6% 23,164 $11.0M
11 Capital Partners LP 4.52% Reduce -30.2% 22,834 $10.8M
LGT Group Foundation 0.18% Add +53.5% 23,022 $10.8M
Public Employees Retirement Association of Colorado 0.04% Add +0.0% 22,784 $10.8M
Donaldson Capital Management, LLC 0.41% Add +2.7% 22,319 $10.6M
Scotia Capital Inc. 0.06% Add +7.9% 22,263 $10.6M
Swiss Life Asset Management Ltd 0.12% Reduce -10.0% 22,127 $10.5M
Park State Asset Management 6.16% Reduce -2.3% 22,113 $10.5M
Makena Capital Management LLC 2.52% Add +6.2% 22,072 $10.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -46.1% 21,859 $10.4M
Oppenheimer Asset Management Inc. 0.12% Add +1.0% 21,822 $10.4M
US Bancorp \de 0.01% Add +6.4% 21,704 $10.3M
Susquehanna International Group, LLP 0.02% Reduce -50.1% 21,484 $10.2M
Vancity Investment Management Ltd 1.20% Reduce -47.0% 21,129 $10.0M
Nissay Asset Management Corp. /Japan 0.06% Add +2.8% 20,809 $9.9M
Cetera Investment Advisers 0.02% Add +10.3% 20,746 $9.8M
Taikang Asset Management (Hong Kong) Co Ltd 1.01% Add +100.0% 20,182 $9.6M
Oxbow Advisors, LLC 0.98% Reduce -0.9% 20,166 $9.6M
Ethic Inc. 0.24% Reduce -1.5% 24,290 $9.5M
Carderock Capital Management Inc. 2.22% Reduce -1.6% 19,843 $9.4M
Federation des caisses Desjardins du Quebec 0.05% Reduce -33.1% 19,757 $9.4M
Yousif Capital Management, LLC 0.10% Reduce -1.8% 19,631 $9.3M
Mutual of America Capital Management LLC 0.10% Reduce -2.6% 19,286 $9.2M
Tower Bridge Advisors 0.95% Reduce -0.9% 19,041 $9.0M
Banco Santander, S.A. 0.11% Add +7.6% 19,003 $9.0M
Engineers Gate Manager LP 0.18% Add +449.7% 18,911 $9.0M
Macquarie Group Ltd. 0.01% Add +9.3% 18,832 $8.9M
Millennium Management 0.01% Add +715.6% 18,693 $8.9M
Cresset Asset Management, LLC 0.03% Add +2.1% 18,460 $8.8M
LGT Fund Management Co Ltd. 0.91% No change 18,607 $8.7M
State of Alaska, Department of Revenue 0.09% Add +6.5% 18,190 $8.6M
Daiichi Life Insurance Co., Ltd. 0.22% Add +38.3% 18,045 $8.6M
Vanguard Personalized Indexing Management, LLC 0.14% Add +18.1% 17,774 $8.4M
Mitchell Sinkler & Starr 2.11% Reduce -7.7% 17,698 $8.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +4.1% 17,554 $8.3M
AQR Capital Management 0.01% Add +79.3% 17,484 $8.3M
Douglass Winthrop Advisors, LLC 0.16% Reduce -11.4% 17,195 $8.2M
Illinois Municipal Retirement Fund 0.12% No change 17,136 $8.1M
MML Investors Services, LLC 0.03% Add +11.7% 17,060 $8.1M
Kintegral Advisory, LLC 0.72% Reduce -1.3% 16,574 $7.9M
Ghe, LLC 2.91% Reduce -0.4% 16,331 $7.8M
East Coast Asset Management, LLC. 2.56% Reduce -2.1% 16,274 $7.7M
Glenmede Trust Co. NA 0.04% Reduce -1.8% 16,243 $7.7M
AdvisorShares Investments LLC 1.47% Add +8.2% 16,176 $7.7M
QRG Capital Management, Inc. 0.08% Add +49.7% 16,107 $7.6M
Central Bank & Trust Co. 1.05% Reduce -1.0% 16,064 $7.6M
Bluegrass Capital Partners LP 6.93% Add +33.3% 16,000 $7.6M
Titan Global Capital Management USA LLC 1.18% Reduce -6.0% 15,959 $7.6M
Stanley Capital Management, LLC 1.45% No change 15,758 $7.5M
Elo Mutual Pension Insurance Co 0.16% Add +3.3% 15,619 $7.4M
Virtu Financial LLC 0.41% Add +210.4% 15,612 $7.4M
K.J. Harrison & Partners Inc 1.07% No change 14,618 $7.1M
Impact Asset Management GmbH 2.73% — 14,960 $7.1M
XXEC, Inc. 5.34% No change 14,888 $7.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.48% Reduce -25.3% 14,865 $7.1M
Schonfeld Strategic Advisors LLC 0.06% Reduce -68.9% 14,492 $6.9M
Crossmark Global Holdings, Inc. 0.12% Add +20.9% 14,398 $6.8M
Connecticut Wealth Management, LLC 0.33% Reduce -54.3% 14,204 $6.7M
Crown Oak Advisors, LLC 3.72% Reduce -5.6% 14,125 $6.7M
B. Metzler seel. Sohn & Co. Holding AG 0.07% — 14,115 $6.7M
B. Metzler seel. Sohn & Co. AG 0.07% Add +3.2% 14,115 $6.7M
Pacer Advisors, Inc. 0.01% Add +2.3% 13,968 $6.6M
Nordea Investment Management AB 0.01% Add +1.2% 13,709 $6.5M
Penbrook Management LLC 4.21% No change 13,650 $6.5M
Magnetar Financial LLC 0.17% New 13,593 $6.5M
Alps Advisors Inc. 0.04% Reduce -2.4% 13,563 $6.4M
Raymond James Financial Services Advisors, Inc. 0.01% Add +7.1% 13,559 $6.4M
Quantbot Technologies LP 0.25% New 13,445 $6.4M
Oregon Public Employees Retirement Fund 0.12% Reduce -0.9% 13,395 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +17.6% 13,318 $6.3M
NorthCoast Asset Management LLC 0.04% Add +19.5% 16,110 $6.3M
Tredje AP-fonden 0.06% No change 13,200 $6.3M
Gulf International Bank (UK) Ltd 0.16% Reduce -4.2% 13,068 $6.2M
Point72 Europe (London) LLP 0.52% Add +1.6% 13,000 $6.2M
Blue Zone Wealth Advisors, LLC 1.92% Add +2.5% 12,971 $6.2M
National Philanthropic Trust 0.11% Reduce -0.5% 12,430 $5.9M
Quantinno Capital Management LP 0.07% Add +78.2% 12,145 $5.8M
Campbell & CO Investment Adviser LLC 0.43% New 12,105 $5.7M
Lincoln Capital LLC 1.21% Reduce -0.7% 12,095 $5.7M
Cloverfields Capital Group, LP 1.85% Reduce -8.1% 12,088 $5.7M
Midwest Professional Planners, LTD. 1.74% Add +4.8% 12,021 $5.7M
Prudential PLC 0.03% Reduce -9.7% 11,942 $5.7M
Ballentine Partners, LLC 0.10% Add +2.1% 11,856 $5.6M
BNP Paribas 0.23% Add +6.1% 11,856 $5.6M
SG Americas Securities, LLC 0.02% Reduce -66.6% 11,793 $5.6M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -6.3% 11,779 $5.6M
Metis Global Partners, LLC 0.17% Add +4.7% 11,658 $5.5M
Baird Financial Group, Inc. 0.01% Reduce -2.5% 11,636 $5.5M
Live Oak Private Wealth LLC 0.88% Add +1.4% 11,488 $5.5M
Rockefeller Capital Management L.P. 0.01% Reduce -6.3% 11,486 $5.4M
GAMCO Investors 0.05% Reduce -2.3% 11,117 $5.3M
Altrafin AG 1.87% Add +16.8% 10,952 $5.2M
Kentucky Retirement Systems 0.15% Reduce -7.8% 10,910 $5.2M
iA Global Asset Management Inc. 0.09% Add +43.5% 10,839 $5.1M
Fiduciary Alliance LLC 0.68% Add +4.9% 10,806 $5.1M
Fogel Capital Management, Inc. 2.64% Reduce -4.6% 10,800 $5.1M
HWG Holdings LP 1.76% Add +8378.0% 10,767 $5.1M
Fiduciary Trust Co 0.07% Add +3.4% 10,624 $5.0M
Jane Street Group, LLC 0.01% Reduce -85.2% 10,611 $5.0M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +39.4% 10,585 $5.0M
Wealthfront Advisers LLC 0.02% Add +0.4% 10,576 $5.0M
Mercer Global Advisors Inc. 0.01% Add +5.2% 10,256 $4.8M
Insight Wealth Strategies, LLC 0.64% Add +0.4% 10,167 $4.8M
Mizuho Securities USA LLC 0.10% Reduce -16.1% 10,155 $4.8M
Osaic Holdings, Inc. 0.01% Add +16.1% 10,132 $4.8M
Roundview Capital LLC 0.35% Add +1.8% 10,125 $4.8M
Cornerstone Advisors, LLC 0.19% No change 10,100 $4.8M
KP Management LLC 1.67% No change 10,000 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.7% 9,999 $4.7M
Trium Capital LLP 2.16% Reduce -24.6% 9,904 $4.7M
Hartford Investment Management Co. 0.15% Reduce -2.1% 9,855 $4.7M
Taylor Hoffman Capital Management LLC 1.72% — 9,886 $4.5M
Ieq Capital, LLC 0.05% Add +4.8% 9,393 $4.5M
Windmill Hill Asset Management Ltd 2.38% No change 9,372 $4.4M
Patton Fund Management, Inc. 0.91% Reduce -5.3% 9,280 $4.4M
Northwest Investment Counselors, LLC 0.99% Add +0.8% 9,245 $4.4M
Glenview Trust Co 0.08% Reduce -0.7% 9,226 $4.4M
Transamerica Financial Advisors, LLC 0.43% Reduce -2.5% 9,192 $4.4M
Keybank National Association 0.02% Add +0.4% 9,176 $4.4M
Smith Salley Wealth Management 0.28% Add +4.0% 9,115 $4.3M
Ossiam 0.08% Reduce -36.7% 9,075 $4.3M
Intech Investment Management LLC 0.05% Add +28.0% 9,073 $4.3M
Maryland State Retirement & Pension System 0.09% Reduce -26.9% 9,024 $4.3M
Louisiana State Employees Retirement System 0.08% Reduce -1.1% 8,800 $4.2M
Securian Asset Management, Inc. 0.12% Reduce -3.4% 8,714 $4.1M
Allianz SE 0.11% No change 8,590 $4.1M
Pine Valley Investments Ltd Liability Co 0.28% Reduce -0.7% 8,546 $4.1M
OneDigital Investment Advisors LLC 0.05% Reduce -2.8% 8,505 $4.0M
Hennion & Walsh Asset Management, Inc. 0.19% Add +22.1% 8,375 $4.0M
Kerusso Capital Management LLC 2.52% Add +6.5% 8,367 $4.0M
United Capital Financial Advisors, LLC 0.03% Add +0.1% 8,309 $3.9M
Bretton Capital Management, LLC 3.76% — 8,300 $3.9M
Laird Norton Wetherby Wealth Management, LLC 0.18% Add +1.6% 8,262 $3.9M
Sanctuary Advisors, LLC 0.02% Add +23.4% 8,107 $3.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -37.2% 8,154 $3.9M
Avanda Investment Management Pte. Ltd. 0.75% Reduce -54.0% 8,082 $3.8M
Harbor Advisors LLC 0.64% No change 8,000 $3.8M
Walleye Trading LLC 0.09% Add +488.8% 7,978 $3.8M
ING Groep NV 0.02% Reduce -59.4% 7,894 $3.7M
Citadel Investment Advisory, Inc. 1.97% No change 7,865 $3.7M
Rehmann Capital Advisory Group 0.24% Add +0.1% 7,799 $3.7M
Atria Investments, Inc 0.05% Reduce -0.9% 7,786 $3.7M
Empowered Funds, LLC 0.06% Add +57.2% 7,780 $3.7M
New Mexico Educational Retirement Board 0.12% Reduce -2.5% 7,692 $3.7M
Yacktman Asset Management 0.04% No change 7,670 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +18.0% 7,609 $3.6M
Boston Trust Walden Corp 0.02% Reduce -0.7% 7,525 $3.6M
Vanderbilt University 0.65% Reduce -8.6% 7,443 $3.5M
First National Bank of Omaha 0.23% Reduce -8.1% 7,432 $3.5M
Dorsey Wright & Associates 0.83% Add +0.6% 7,368 $3.5M
Williams Jones Wealth Management, LLC. 0.04% Add +0.1% 7,364 $3.5M
Slow Capital, Inc. 0.53% Add +1.4% 7,280 $3.5M
Motley Fool Asset Management LLC 0.20% Add +3.3% 7,328 $3.5M
Wealthcare Advisory Partners LLC 0.10% Reduce -0.6% 7,214 $3.4M
Vinva Investment Management Ltd 0.14% Add +8.6% 7,221 $3.4M
Abacus FCF Advisors LLC 0.79% New 7,136 $3.4M
Connable Office Inc. 0.34% Reduce -13.9% 7,129 $3.4M
Chicago Partners Investment Group LLC 0.12% Reduce -17.4% 7,199 $3.4M
Bell Asset Management Ltd 0.61% Reduce -52.4% 7,055 $3.3M
Kingfisher Capital LLC 0.76% Reduce -5.6% 6,943 $3.3M
Kestra Private Wealth Services, LLC 0.06% Reduce -3.0% 6,943 $3.3M
Rathbones Group PLC 0.02% Add +2.1% 6,939 $3.3M
Syntegra Private Wealth Group, LLC 0.38% No change 6,908 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.0% 6,819 $3.2M
Crewe Advisors LLC 0.38% Add +0.2% 6,818 $3.2M
CreativeOne Wealth, LLC 0.11% Add +10.1% 6,773 $3.2M
First National Advisers, LLC 0.51% Add +6.1% 6,754 $3.2M
Johnson Investment Counsel Inc. 0.03% Add +452.5% 6,729 $3.2M
Greenleaf Trust 0.03% Add +0.4% 6,714 $3.2M
Crawford Investment Counsel Inc. 0.05% No change 6,620 $3.1M
Tiaa Trust, National Association 0.01% Add +5.3% 6,549 $3.1M
Commerce Bank 0.02% Reduce -2.2% 6,531 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +0.7% 6,504 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +0.7% 6,504 $3.1M
Van Den Berg Management I, Inc. 0.89% Reduce -11.6% 6,476 $3.1M
Norinchukin Bank, The 0.07% Add +16.1% 6,455 $3.1M
E. Ohman J:or Asset Management AB 0.08% Reduce -7.2% 6,450 $3.1M
Bellwether Advisors, LLC 0.58% New 6,374 $3.0M
SkyView Investment Advisors, LLC 0.50% Add +3.4% 6,298 $3.0M
NEOS Investment Management LLC 0.09% Add +23.9% 6,287 $3.0M
Sterling Capital Management LLC 0.04% — 6,275 $3.0M
Huntington National Bank 0.03% Add +10.5% 6,269 $3.0M
NewEdge Wealth, LLC 0.05% Add +8.0% 6,246 $3.0M
Siemens Fonds Invest GmbH 0.23% Reduce -1.8% 6,225 $3.0M
Keebeck Wealth Management 0.42% Reduce -1.8% 6,063 $2.9M
Headlands Technologies LLC 0.33% New 6,046 $2.9M
Whittier Trust Co. of Nevada Inc. 0.07% Add +1.1% 6,034 $2.9M
Trust Co. of Toledo NA 0.39% Reduce -10.7% 6,030 $2.9M
Miura Global Management, LLC 3.27% Reduce -9.1% 6,000 $2.8M
Atria Wealth Solutions, Inc. 0.03% Reduce -2.9% 5,928 $2.8M
Applied Capital LLC 2.19% Reduce -0.9% 5,928 $2.8M
Chou Associates Management Inc. 1.81% No change 5,899 $2.8M
Entropy Technologies, LP 0.29% New 5,884 $2.8M
Fairbanks Capital Management, Inc. 1.74% Add +5.4% 5,833 $2.8M
Round Hill Asset Management 1.83% Reduce -74.9% 5,829 $2.8M
Regions Financial Corp. 0.02% Reduce -3.5% 5,822 $2.8M
Robertson Stephens Wealth Management, LLC 0.10% Add +179.2% 5,818 $2.8M
Picton Mahoney Asset Management 0.11% Reduce -82.2% 5,810 $2.8M
Qsemble Capital Management, LP 0.51% Add +1052.4% 5,785 $2.7M
CenterBook Partners LP 0.17% Reduce -1.0% 5,767 $2.7M
Raymond James Trust N.A. 0.06% Add +106.4% 5,728 $2.7M
Jones Financial Companies LLLP 0.00% Add +54.6% 5,724 $2.7M
OMERS ADMINISTRATION Corp 0.02% No change 5,701 $2.7M
Saturna Capital Corp. 0.04% No change 5,689 $2.7M
Fortis Capital Management LLC 0.54% Add +6.5% 5,642 $2.7M
MCF Advisors LLC 0.19% Add +0.1% 5,621 $2.7M
Ostrum Asset Management 0.22% Reduce -12.4% 5,610 $2.7M
LMCG Investments, LLC 0.16% No change 5,576 $2.6M
Captrust Financial Advisors 0.01% Reduce -23.9% 5,476 $2.6M
Transcend Capital Advisors, LLC 0.17% Add +0.0% 5,474 $2.6M
Investment Management Corp of Ontario 0.06% Add +45.2% 5,459 $2.6M
Empirical Finance, LLC 0.15% Add +2.2% 5,456 $2.6M
AlphaQuest LLC 0.23% New 5,442 $2.6M
Walleye Capital LLC 0.03% Reduce -86.8% 5,421 $2.6M
Sterling Investment Management, LLC 1.95% Reduce -5.5% 5,404 $2.6M
Wilmington Savings Fund Society, FSB 0.05% Add +29.3% 5,399 $2.6M
Tower Research Capital LLC (TRC) 0.07% Reduce -3.1% 5,275 $2.5M
Vestmark Advisory Solutions, Inc. 0.09% Add +0.6% 5,263 $2.5M
Arete Wealth Advisors, LLC 0.21% Add +0.8% 5,265 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -45.9% 5,229 $2.5M
Ninety One SA (Pty) Ltd 0.54% Reduce -35.3% 5,167 $2.5M
Edgestream Partners, L.P. 0.11% Add +890.2% 5,159 $2.4M
Banque Cantonale Vaudoise 0.10% Reduce -36.3% 5,126 $2.4M
Exchange Capital Management, Inc. 0.38% Reduce -5.4% 5,055 $2.4M
Naples Global Advisors, LLC 0.22% Add +0.2% 5,050 $2.4M
Value Partners Investments Inc. 0.19% Add +6.5% 5,038 $2.4M
Vident Advisory, LLC 0.06% Reduce -37.7% 5,033 $2.4M
Diversified Trust Co. 0.06% Add +0.5% 5,004 $2.4M
TD Waterhouse Canada Inc. 0.02% Add +26.5% 5,027 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.7% 4,964 $2.4M
Machina Capital S.A.S. 0.93% New 4,915 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.8% 4,903 $2.3M
Blue Fin Capital, Inc. 0.44% Reduce -0.2% 4,837 $2.3M
First Trust Direct Indexing L.P. 0.12% Add +20.8% 4,799 $2.3M
Linden Thomas Advisory Services, LLC 0.31% Add +16.9% 4,783 $2.3M
SpiderRock Advisors, LLC 0.05% Add +82.0% 4,718 $2.2M
Blue Edge Capital, LLC 0.35% Add +0.3% 4,685 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -8.4% 4,637 $2.2M
Bessemer Group Inc. 0.00% Add +3.4% 4,632 $2.2M
Rossmore Private Capital 0.27% No change 4,600 $2.2M
Unigestion Holding SA 0.11% Add +236.6% 4,594 $2.2M
Atom Investors LP 0.23% Reduce -55.4% 4,544 $2.2M
Milestones Administradora de Recursos Ltda. 0.85% Add +79.2% 4,480 $2.1M
Praxis Investment Management Inc. 0.13% No change 4,475 $2.1M
Baader Bank Aktiengesellschaft 0.18% Add +20.6% 4,464 $2.1M
GTS Securities LLC 0.04% Reduce -32.3% 4,449 $2.1M
Kirtland Hills Capital Management, LLC 1.16% No change 4,444 $2.1M
Apollon Wealth Management, LLC 0.06% Reduce -5.8% 4,438 $2.1M
Signaturefd, LLC 0.04% Add +7.8% 4,424 $2.1M
Maverick Capital 0.04% New 4,410 $2.1M
Alphinity Investment Management Pty Ltd 0.01% New 4,326 $2.1M
IMS Capital Management 0.92% No change 4,308 $2.0M
Frank, Rimerman Advisors LLC 0.14% Add +0.8% 4,299 $2.0M
Parallel Advisors, LLC 0.05% Add +1.9% 4,295 $2.0M
Y-Intercept (Hong Kong) Ltd 0.12% New 4,269 $2.0M
DAVENPORT & Co LLC 0.01% Add +2.2% 4,265 $2.0M
Beacon Investment Advisory Services, Inc. 0.08% Reduce -2.0% 4,244 $2.0M
General Partner, Inc. 1.24% Reduce -16.9% 4,195 $2.0M
Rodgers Brothers Inc. 0.25% Add +0.1% 4,187 $2.0M
Essex Bank 0.49% Reduce -0.0% 4,119 $2.0M
Olstein Capital Management, L.P. 0.33% Reduce -36.9% 4,100 $1.9M
Composition Wealth, LLC 0.04% Add +13.3% 4,084 $1.9M
Van Strum & Towne Inc. 0.66% No change 4,000 $1.9M
Dynamic Technology Lab Private Ltd 0.20% New 3,945 $1.9M
Texas Yale Capital Corp. 0.08% No change 3,943 $1.9M
Wolverine Trading, LLC 0.05% Add +151.1% 3,947 $1.9M
Accent Capital Management, LLC 1.07% Reduce -11.1% 3,929 $1.9M
Legato Capital Management LLC 0.23% No change 3,899 $1.9M
Kornitzer Capital Management Inc. 0.03% Reduce -27.8% 3,895 $1.8M
Angeles Wealth Management, LLC 0.16% Add +0.5% 3,891 $1.8M
Meeder Advisory Services, Inc. 0.12% Reduce -1.3% 3,855 $1.8M
Lecap Asset Management Ltd. 0.39% New 3,827 $1.8M
Tudor Investment Corporation 0.02% Add +415.7% 3,806 $1.8M
Jump Financial, LLC 0.04% Reduce -4.0% 3,793 $1.8M
Marshall Financial Group, LLC 0.43% Add +0.4% 3,779 $1.8M
Capstone Investment Advisors, LLC 0.06% Add +30.7% 3,776 $1.8M
PGGM Investments 0.02% Add +654.4% 3,772 $1.8M
Bokf, NA 0.03% Reduce -1.4% 3,827 $1.8M
Clearstead Advisors, LLC 0.03% Add +0.7% 3,768 $1.8M
Guggenheim Capital LLC 0.01% Add +25.5% 3,732 $1.8M
Aft, Forsyth & Sober, LLC 0.58% No change 3,725 $1.8M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -7.8% 3,713 $1.8M
HighPoint Advisor Group LLC 0.10% Add +0.4% 3,845 $1.8M
Leonteq Securities AG 0.21% Add +192.9% 3,694 $1.8M
Moloney Securities Asset Management, LLC 0.24% Add +21.8% 3,688 $1.8M
Long Road Investment Counsel, LLC 0.70% No change 3,679 $1.7M
BTG Pactual Asset Management US LLC 0.25% New 3,562 $1.7M
Knollwood Investment Advisory, LLC 0.18% No change 3,561 $1.7M
Private Advisor Group, LLC 0.01% Add +2.9% 3,535 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Add +0.2% 3,551 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +97.6% 3,487 $1.7M
Bleakley Financial Group, LLC 0.05% Add +2.7% 3,482 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -9.7% 3,480 $1.7M
Choreo, LLC 0.02% Add +17.4% 3,470 $1.6M
Bollard Group LLC 0.04% No change 3,394 $1.6M
Shilanski & Associates, Inc. 0.52% Add +4.3% 3,392 $1.6M
Arax Advisory Partners 0.14% Reduce -1.8% 3,358 $1.6M
Clark Capital Management Group, Inc. 0.01% Add +0.2% 3,335 $1.6M
Hantz Financial Services, Inc. 0.03% Add +4.2% 3,333 $1.6M
Cypress Capital Group 0.18% Add +0.2% 3,325 $1.6M
Vestcor Inc 0.05% No change 3,245 $1.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -11.3% 3,227 $1.5M
Cinctive Capital Management LP 0.09% New 3,207 $1.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -6.1% 2,688 $1.5M
HM Payson & Co. 0.03% Add +0.0% 3,183 $1.5M
Bridges Investment Management Inc. 0.02% Reduce -2.2% 3,165 $1.5M
Global Endowment Management, LP 0.15% Reduce -15.5% 3,148 $1.5M
Park Avenue Securities LLC 0.02% Add +4.3% 3,134 $1.5M
V-Square Quantitative Management LLC 0.22% Add +3.1% 3,130 $1.5M
Benjamin Edwards Inc. 0.02% Add +4300.0% 3,124 $1.5M
Hills Bank & Trust Co 0.11% No change 3,113 $1.5M
Equitable Trust Co. 0.09% Reduce -3.9% 3,113 $1.5M
Cwm, LLC 0.01% Reduce -2.8% 3,108 $1.5M
Ironwood Investment Counsel, LLC 0.25% No change 3,104 $1.5M
Donoghue Forlines LLC 0.42% New 3,082 $1.5M
Empirical Asset Management, LLC 0.52% Add +26.9% 3,053 $1.4M
Savant Capital, LLC 0.01% Add +28.3% 3,052 $1.4M
Anchor Investment Management, LLC 0.14% No change 3,052 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +14.2% 3,052 $1.4M
iSAM Funds (UK) Ltd 0.82% Add +123.2% 3,042 $1.4M
CWA Asset Management Group, LLC 0.08% — 3,021 $1.4M
CENTRAL TRUST Co 0.03% Add +46.2% 3,017 $1.4M
Westbourne Investment Advisors, Inc. 0.50% Reduce -3.2% 3,011 $1.4M
Lineweaver Wealth Advisors, LLC 0.27% Add +0.2% 3,007 $1.4M
Independent Advisor Alliance 0.05% Add +18.8% 3,000 $1.4M
Mystic Asset Management, Inc. 0.54% No change 3,000 $1.4M
Evergreen Capital Management LLC 0.05% Add +61.6% 2,974 $1.4M
HB Wealth Management, LLC 0.02% Add +5.0% 2,964 $1.4M
TD Private Client Wealth LLC 0.04% Add +828.2% 2,933 $1.4M
Monte Financial Group, LLC 0.58% No change 2,928 $1.4M
Brevan Howard Capital Management LP 0.07% New 2,904 $1.4M
Coldstream Capital Management Inc. 0.03% Add +12.6% 2,894 $1.4M
Sepio Capital, LP 0.11% Add +0.1% 2,884 $1.4M
Waldron Private Wealth LLC 0.06% Add +0.5% 2,881 $1.4M
D.A. Davidson & Co. 0.01% Add +9.4% 2,880 $1.4M
Advisory Services Network, LLC 0.03% No change 3,185 $1.3M
Rockline Wealth Management, LLC 0.38% Add +8.8% 2,802 $1.3M
Avitas Wealth Management LLC 0.19% Add +1.7% 2,781 $1.3M
Okabena Investment Services Inc. 0.37% Add +0.8% 2,767 $1.3M
Qtron Investments LLC 0.18% Add +15.1% 2,757 $1.3M
Evermay Wealth Management LLC 0.21% No change 2,742 $1.3M
Great Lakes Retirement, Inc. 0.17% Add +3.2% 2,733 $1.3M
AXS Investments LLC 0.34% Reduce -12.0% 2,677 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -2.5% 2,673 $1.3M
Epoch Investment Partners, Inc. 0.01% No change 2,673 $1.3M
Centiva Capital, LP 0.06% Reduce -54.2% 2,643 $1.3M
GeoWealth Management, LLC 0.04% Add +1.9% 2,615 $1.2M
Pinnacle Financial Partners Inc 0.02% Reduce -19.9% 2,602 $1.2M
Key Financial Inc 0.27% Reduce -6.1% 2,566 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -4.8% 2,565 $1.2M
Accretive Wealth Partners, LLC 0.51% Reduce -1.1% 2,563 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +1.5% 2,555 $1.2M
Washington Trust Advisors, Inc. 0.10% No change 2,555 $1.2M
Smithfield Trust Co 0.06% No change 2,542 $1.2M
Bahl & Gaynor LLC 0.01% No change 2,527 $1.2M
First Hawaiian Bank 0.04% Reduce -0.4% 2,504 $1.2M
Capital Analysts, LLC 0.05% Reduce -2.0% 2,484 $1.2M
Profund Advisors LLC 0.04% Add +5.3% 2,484 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +1.2% 2,463 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +1.2% 2,454 $1.2M
Asset Management Group, Inc. 0.16% No change 2,445 $1.2M
Horizon Investments, LLC 0.03% Reduce -2.9% 2,439 $1.2M
Scientech Research LLC 0.23% New 2,432 $1.2M
DoubleLine ETF Adviser LP 0.28% Reduce -6.8% 2,422 $1.1M
Ballast Advisors LLC 0.35% Add +0.4% 2,409 $1.1M
UMB Bank, n.a. 0.02% Reduce -9.8% 2,395 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +0.2% 2,391 $1.1M
Principal Securities, Inc. 0.03% Reduce -17.9% 2,384 $1.1M
Redmond Asset Management, LLC 0.35% Reduce -16.6% 2,368 $1.1M
Fox Run Management, L.L.C. 0.25% New 2,335 $1.1M
Townsquare Capital LLC 0.01% Add +44.3% 2,318 $1.1M
Heritage Family Offices, LLP 0.56% Reduce -0.0% 2,298 $1.1M
Lake Street Advisors Group, LLC 0.05% Reduce -6.7% 2,284 $1.1M
AlTi Global, Inc. 0.03% Reduce -17.4% 2,276 $1.1M
LVW Advisors, LLC 0.14% Add +15.7% 2,268 $1.1M
Chiron Investment Management, LLC 0.38% New 2,265 $1.1M
Triangle Securities Wealth Management 0.28% Reduce -4.3% 2,255 $1.1M
Encompass Wealth Advisors, LLC 0.27% No change 2,250 $1.1M
Two Sigma Securities, LLC 0.08% Add +15.3% 2,247 $1.1M
SRN Advisors, LLC 0.94% Reduce -4.1% 2,223 $1.1M
MAI Capital Management 0.01% Reduce -19.1% 2,221 $1.1M
Roberts Capital Advisors, LLC 0.89% No change 2,183 $1.0M
Maple Capital Management, Inc. 0.08% Reduce -1.0% 2,182 $1.0M
Venturi Wealth Management, LLC 0.05% Add +44.2% 2,168 $1.0M
Harbert Fund Advisors, LLC 0.82% Reduce -14.0% 2,150 $1.0M
Simplex Trading, LLC 0.03% New 2,121 $1.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.4% 2,134 $996K
Kerrisdale Advisers, LLC 0.34% Reduce -76.4% 2,077 $986K
Assetmark, Inc. 0.00% Add +7.1% 2,072 $983K
Lawson Kroeker Investment Management Inc. 0.18% No change 2,070 $982K
Wedmont Private Capital 0.06% Add +3.9% 2,137 $978K
Merit Financial Group, LLC 0.02% Reduce -38.9% 2,053 $974K
J. W. Coons Advisors, LLC 0.18% Add +0.5% 2,046 $971K
Sentry LLC 0.19% No change 2,042 $969K
Stonebridge Capital Management Inc. 0.38% No change 2,000 $949K
Verdence Capital Advisors LLC 0.08% Reduce -2.8% 1,994 $946K
Spirepoint Private Client, LLC 0.12% Reduce -0.1% 1,947 $924K
Balefire, LLC 0.31% Add +32.7% 1,947 $924K
Landscape Capital Management, L.L.C. 0.09% Reduce -32.9% 1,938 $920K
Riversedge Advisors, LLC 0.21% Add +0.4% 1,934 $918K
Ritholtz Wealth Management 0.03% Add +4.0% 1,933 $917K
Smartleaf Asset Management LLC 0.11% Add +35.9% 1,935 $917K
Vinland Capital Management Gestora de Recursos LTDA. 3.48% Reduce -62.8% 1,925 $914K
Choate Investment Advisors 0.02% Add +3.8% 1,897 $900K
Federated Hermes, Inc. 0.00% Add +290.1% 1,896 $900K
Fishman Jay A Ltd. 0.09% No change 1,875 $890K
Whittier Trust Co. 0.01% Reduce -0.2% 1,853 $879K
Legacy Advisors, LLC 0.09% Add +2.2% 1,845 $876K
Spinnaker Trust 0.05% No change 1,840 $873K
Reynders McVeigh Capital Management, LLC 0.05% No change 1,831 $869K
Trust Asset Management LLC 0.07% No change 1,820 $864K
Lido Advisors, LLC 0.01% Add +14.8% 1,812 $860K
Benin Management CORP 0.24% Reduce -0.2% 1,800 $854K
Personal Cfo Solutions, LLC 0.12% No change 1,799 $854K
Institute for Wealth Management, LLC. 0.11% Reduce -2.4% 1,792 $851K
NorthRock Partners, LLC 0.03% Add +3.8% 1,788 $849K
Valeo Financial Advisors, LLC 0.02% Add +0.5% 1,764 $837K
Threadgill Financial, LLC 0.50% Add +12.3% 1,758 $834K
Geller Advisors LLC 0.06% Reduce -1.6% 1,750 $831K
OLIO Financial Planning 0.35% No change 2,124 $830K
High Net Worth Advisory Group LLC 0.23% No change 1,744 $828K
&partners 0.02% New 1,744 $827K
IFP Advisors, Inc 0.03% Add +1.3% 1,737 $825K
Walter & Keenan Wealth Management LLC /in/ 0.25% Add +0.1% 1,725 $819K
Sound View Wealth Advisors Group, LLC 0.07% Add +2.1% 1,725 $819K
Blueshift Asset Management, LLC 0.20% New 1,717 $815K
Concourse Financial Group Securities, Inc. 0.05% Reduce -9.5% 1,710 $812K
Cornerstone Planning Group LLC 0.21% Add +0.2% 1,751 $806K
Morningstar Investment Management LLC 0.08% Add +80.2% 1,676 $804K
Vise Technologies, Inc. 0.10% Add +213.7% 1,694 $804K
Patriot Investment Management Group, Inc. 0.06% No change 1,689 $802K
Friedenthal Financial 0.47% New 1,686 $800K
Patton Albertson Miller Group, LLC 0.11% Add +42.3% 1,673 $794K
Syon Capital LLC 0.07% Reduce -1.5% 1,666 $791K
Argent Trust Co 0.03% No change 1,652 $784K
Westpac Banking Corp. 0.05% Add +35.6% 1,649 $783K
Farther Finance Advisors, LLC 0.03% Add +4.1% 1,644 $780K
Cigna Investments Inc. 0.14% Reduce -2.3% 1,636 $776K
Ellevest, Inc. 0.04% Reduce -3.3% 1,634 $776K
Summit Trail Advisors, LLC 0.02% Add +8.6% 1,634 $775K
Mather Group, Llc. 0.01% Reduce -9.8% 1,630 $774K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,624 $771K
Summit Financial, LLC 0.03% Add +4.5% 1,619 $768K
Azzad Asset Management Inc. 0.09% Reduce -11.0% 1,618 $768K
Brookstone Capital Management 0.01% Add +4.2% 1,611 $765K
Group One Trading LLC 0.03% Add +122.1% 1,608 $763K
Chronos Wealth Management, LLC 0.40% Add +72.3% 1,604 $761K
Balyasny Asset Management L.P. 0.00% Reduce -18.1% 1,597 $758K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.0% 1,586 $753K
Bison Wealth, LLC 0.12% Reduce -4.8% 1,580 $750K
Motco 0.07% No change 1,577 $748K
OmniStar Financial Group, Inc. 0.56% New 1,567 $744K
Dodge & Cox 0.00% No change 1,566 $743K
Clarius Group, LLC 0.05% Reduce -4.0% 1,555 $736K
Evercore Wealth Management, LLC 0.01% No change 1,539 $730K
International Assets Investment Management, LLC 0.06% Add +56.1% 1,527 $725K
Sienna Gestion 0.05% New 1,514 $717K
Mission Wealth Management, LP 0.02% Reduce -8.1% 1,505 $714K
Borer Denton & Associates, Inc. 0.24% No change 1,505 $714K
HHLR Advisors, LTD. 0.02% Reduce -62.7% 1,502 $713K
Castle Rock Wealth Management, LLC 0.17% Add +0.1% 1,547 $712K
Pacific Global Investment Management Co. 0.13% Reduce -0.4% 1,499 $711K
Ashton Thomas Securities, LLC 0.14% Add +1.1% 1,496 $710K
Quadrant Capital Group LLC 0.05% Add +0.9% 1,475 $700K
Fifth Third Wealth Advisors LLC 0.04% Add +4.0% 1,471 $698K
Abn Amro Investment Solutions 0.01% No change 1,467 $696K
Brave Asset Management Inc. 0.17% No change 1,463 $694K
Dorsey & Whitney Trust CO LLC 0.04% Add +9.5% 1,446 $686K
Verition Fund Management LLC 0.01% Reduce -33.5% 1,436 $682K
Circle Wealth Management, LLC 0.02% Reduce -7.6% 1,431 $679K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Add +302.5% 1,429 $678K
Dark Forest Capital Management LP 0.09% Add +54.9% 1,422 $675K
Smart Money Group LLC 0.24% Add +7.4% 1,485 $674K
Argyle Capital Management, LLC 0.26% No change 1,400 $664K
Ascentis Independent Advisors 0.10% Add +2.8% 1,395 $662K
First Horizon Advisors, Inc. 0.02% Add +1.9% 1,383 $656K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Add +392.9% 1,380 $655K
Resurgent Financial Advisors LLC 0.38% Reduce -7.6% 1,378 $654K
Aviso Financial Inc. 0.03% Reduce -39.1% 1,369 $650K
FineMark National Bank & Trust 0.02% Add +5.6% 1,341 $636K
Panagora Asset Management Inc. 0.00% Add +1.1% 1,333 $633K
Bar Harbor Wealth Management 0.04% No change 1,326 $629K
NewEdge Advisors, LLC 0.00% Add +42.8% 1,319 $626K
Blue Trust, Inc. 0.01% Add +108.9% 1,485 $625K
Checchi Capital Advisers, LLC 0.05% Add +1.1% 1,316 $625K
E Fund Management Co., Ltd. 0.03% New 1,305 $619K
DeDora Capital, Inc. 0.17% Reduce -1.4% 1,296 $615K
Oak Thistle LLC 0.20% New 1,295 $615K
DDD Partners, LLC 0.07% No change 1,291 $613K
Curi Capital, LLC 0.01% Add +8.4% 1,289 $612K
Stevens Capital Management LP 0.09% New 1,275 $605K
Seeds Investor LLC 0.23% Add +19.7% 1,270 $603K
Fulton Bank, N.A. 0.02% Add +7.2% 1,268 $602K
Palisades Hudson Asset Management, L.P. 0.25% No change 1,258 $597K
Prosperity Consulting Group, LLC 0.05% Reduce -5.1% 1,251 $594K
Hilltop National Bank 0.18% Reduce -3.9% 1,238 $588K
KG Capital Management 0.19% Add +12.6% 1,234 $586K
Commerzbank Aktiengesellschaft 0.02% Add +25.9% 1,231 $584K
Freedom Investment Management, Inc. 0.05% Reduce -2.1% 1,229 $583K
Haverford Trust Co 0.01% Add +1.8% 1,223 $580K
Advisory Alpha, LLC 0.02% Add +26.2% 1,222 $580K
Empower Advisory Group, LLC 0.00% Reduce -21.7% 1,204 $571K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -16.2% 1,202 $570K
Fayez Sarofim & Co 0.00% No change 1,200 $570K
Schechter Investment Advisors, LLC 0.04% Reduce -5.4% 1,197 $568K
Park Edge Advisors, LLC 0.16% No change 1,190 $565K
HTLF Bank 0.06% Reduce -4.2% 1,188 $564K
AE Wealth Management LLC 0.01% Reduce -90.1% 1,187 $564K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.1% 1,185 $562K
Snowden Capital Advisors LLC 0.02% Add +1.6% 1,177 $559K
Integrated Wealth Concepts LLC 0.01% Add +6.2% 1,176 $558K
Cross Staff Investments Inc 0.43% Add +9.4% 1,162 $551K
Aster Capital Management (DIFC) Ltd 0.12% — 1,162 $551K
Legacy Private Trust Co. 0.04% Reduce -3.1% 1,160 $551K
Mesirow Financial Investment Management, Inc. 0.01% Add +20.9% 1,143 $546K
Trust Co. of Vermont 0.03% Add +2.5% 1,145 $543K
Abacus Planning Group, Inc. 0.10% Add +30.9% 1,127 $535K
Aaron Wealth Advisors LLC 0.06% Add +18.6% 1,123 $533K
Cornerstone Advisory, LLC 0.07% Add +0.4% 1,118 $531K
Advisors Preferred, LLC 0.08% New 1,116 $526K
Stratos Wealth Advisors, LLC 0.02% Add +2.1% 1,107 $525K
Oxford Asset Management LLP 0.44% New 1,107 $525K
Exchange Traded Concepts, LLC 0.01% Add +1.1% 1,102 $523K
Wilkins Investment Counsel Inc. 0.07% No change 1,100 $522K
Brooklyn Investment Group 0.17% Add +14.8% 1,094 $519K
CX Institutional 0.02% Add +0.4% 1,088 $516K
Promethium Advisors,llc 0.36% — 1,087 $516K
Synovus Financial Corp. 0.01% Add +1.9% 1,083 $514K
Bradley Foster & Sargent Inc. 0.01% Add +0.5% 1,073 $509K
Cozad Asset Management Inc. 0.05% Reduce -0.9% 1,070 $508K
GAMMA Investing LLC 0.05% Add +38.9% 1,068 $507K
Gryphon Financial Partners LLC 0.07% Add +27.9% 1,067 $506K
Crestmont Private Wealth LLC 0.22% Add +6.9% 1,065 $505K
Aptus Capital Advisors, LLC 0.01% Add +2.4% 1,061 $504K
Howland Capital Management LLC 0.02% No change 1,053 $500K
Loomis Sayles & Co. L P 0.00% Add +31.9% 1,051 $499K
Carnegie Investment Counsel 0.01% No change 1,043 $495K
PDS Planning, Inc 0.04% No change 1,042 $495K
Inceptionr LLC 0.12% New 1,033 $490K
BSW Wealth Partners 0.07% Reduce -2.8% 1,023 $485K
Unique Wealth Strategies, LLC 0.21% Reduce -12.9% 1,022 $485K
Broadleaf Partners, LLC 0.11% No change 1,020 $484K
RFG Advisory, LLC 0.01% Reduce -1.4% 1,019 $484K
Mayfair Advisory Group, LLC 0.30% Reduce -0.5% 1,050 $484K
New Century Financial Group, LLC 0.18% Reduce -14.9% 1,012 $480K
Fidelis Capital Partners, LLC 0.06% Add +0.1% 1,023 $480K
Moore Capital Management, LP 0.02% Reduce -88.8% 1,008 $478K
Financial Advocates Investment Management 0.03% Add +5.2% 1,005 $477K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.18% Reduce -23.1% 1,000 $475K
Beese Fulmer Investment Management, Inc. 0.04% No change 1,000 $475K
Quintet Private Bank (Europe) S.A. 0.03% Add +15.2% 1,000 $475K
Tributary Capital Management, LLC 0.04% Reduce -4.3% 990 $470K
Penobscot Investment Management Company, Inc. 0.04% Reduce -4.8% 985 $467K
Capital Advisors, Ltd. LLC 0.06% Add +2.5% 984 $467K
Castleview Partners, LLC 0.27% Add +2.9% 982 $466K
Relyea Zuckerberg Hanson LLC 0.07% Add +1.4% 980 $465K
Graypoint LLC 0.03% Add +13.1% 973 $462K
Hutner Capital Management Inc. 0.23% No change 969 $460K
Shearwater Capital LLC 0.32% No change 964 $458K
Correct Capital Wealth Management 0.10% No change 963 $457K
White Pine Capital LLC 0.16% Add +5.1% 962 $457K
Allworth Financial LP 0.00% Reduce -0.7% 958 $455K
Howard Capital Management, LLC 0.01% New 958 $455K
Moneta Group Investment Advisors LLC 0.01% New 950 $451K
Baxter Bros Inc. 0.06% No change 949 $450K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.5% 936 $444K
Mattern Capital Management, LLC 0.06% Add +14.0% 936 $444K
Auto-Owners Insurance Co 0.01% No change 933 $443K
Kenora Financial, LLC 0.18% Reduce -0.4% 931 $442K
Pettee Investors, Inc. 0.21% No change 924 $439K
Sunflower Bank, N.A. 0.12% Add +4.0% 904 $429K
Everhart Financial Group, Inc. 0.10% New 904 $429K
Ground Swell Capital, LLC 0.61% New 902 $428K
Pitcairn Co. 0.03% Reduce -10.1% 901 $428K
Shelton Capital Management 0.01% Reduce -3.2% 901 $428K
Concurrent Investment Advisors, LLC 0.01% Reduce -9.3% 900 $427K
Alberta Investment Management Corp 0.00% No change 900 $427K
Kathleen S. Wright Associates Inc. 0.17% No change 900 $424K
Fort Point Capital Partners LLC 0.05% Add +3.7% 890 $422K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.7% 881 $418K
Outlook Wealth Advisors, LLC 0.12% Add +3.7% 870 $413K
Roanoke Asset Management Corp./ NY 0.13% No change 866 $411K
Twin Peaks Wealth Advisors, LLC 0.19% Reduce -9.8% 865 $411K
Flputnam Investment Management Co. 0.01% Reduce -6.0% 857 $407K
American National Bank & Trust 0.05% Reduce -0.5% 854 $405K
PFG Advisors 0.03% Add +8.3% 853 $405K
4J Wealth Management LLC 0.31% No change 851 $404K
Mutual Advisors, LLC 0.01% Add +5.8% 864 $404K
Legacy Financial Advisors, Inc. 0.07% Add +2.4% 849 $403K
VestGen Investment Management 0.11% Reduce -0.7% 845 $401K
Procyon Advisors, LLC 0.03% Add +1.1% 843 $400K
Western Wealth Management, LLC 0.02% Reduce -1.1% 842 $400K
Carmichael Hill & Associates, Inc. 0.15% No change 839 $398K
D.B. Root & Company, LLC 0.13% Reduce -42.3% 832 $395K
Manchester Capital Management LLC 0.05% Add +0.1% 818 $388K
Addison Advisors LLC 0.11% No change 816 $387K
Baldwin Wealth Partners LLC 0.03% No change 815 $387K
Boltwood Capital Management 0.11% Reduce -0.6% 810 $384K
Balboa Wealth Partners 0.10% Reduce -0.1% 803 $381K
Banco BTG Pactual S.A. 0.10% No change 800 $380K
Woodmont Investment Counsel LLC 0.03% No change 800 $380K
Atwood & Palmer Inc. 0.03% No change 800 $380K
Magellan Asset Management Ltd 0.00% Reduce -5.9% 798 $379K
Gateway Advisory, LLC 0.06% Add +1.8% 796 $378K
Grey Ledge Advisors, LLC 0.10% No change 794 $377K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.4% 794 $377K
Fenimore Asset Management Inc 0.01% No change 787 $374K
Aprio Wealth Management, LLC 0.06% Add +13.2% 781 $371K
Conning Inc. 0.01% No change 778 $369K
TrinityBridge Ltd 0.01% No change 775 $368K
Argent Financial Group, Inc. 0.04% — 775 $368K
Simmons Bank 0.03% Reduce -13.4% 774 $367K
Highland Capital Management, LLC 0.02% Reduce -7.2% 773 $367K
Lindbrook Capital, LLC 0.03% Reduce -1.0% 764 $363K
Sentry Investment Management LLC 0.15% Add +11.1% 761 $361K
Independence Bank of Kentucky 0.08% Add +9375.0% 758 $360K
Penserra Capital Management LLC 0.01% Add +1.1% 755 $358K
Invictus Private Wealth, LLC 0.03% Reduce -8.9% 754 $358K
Values Added Financial LLC 0.22% Add +0.3% 750 $356K
Silvia McColl Wealth Management, LLC 0.26% No change 742 $352K
Angeles Investment Advisors, LLC 0.02% No change 741 $352K
626 Financial, LLC 0.19% No change 740 $351K
Guyasuta Investment Advisors Inc. 0.02% Add +6.8% 733 $348K
Avestar Capital, LLC 0.04% Add +8.5% 727 $345K
L2 Asset Management, LLC 0.09% Add +3.4% 723 $343K
McGlone Suttner Wealth Management, Inc. 0.07% Add +15.3% 723 $343K
Cyndeo Wealth Partners, LLC 0.02% Add +7.8% 723 $343K
Kingsview Wealth Management, LLC 0.01% Add +10.7% 722 $343K
Carson Advisory Inc. 0.21% No change 720 $342K
MBB Public Markets I LLC 0.03% Reduce -93.8% 720 $342K
M. Kulyk & Associates, LLC 0.07% No change 719 $341K
Delta Investment Management, LLC 0.07% Reduce -61.0% 718 $341K
Capital Group Private Client Services, Inc. 0.00% Reduce -2.0% 715 $339K
McLean Asset Management Corp 0.10% Add +1.9% 736 $339K
Winslow Capital Management, LLC 0.00% Reduce -6.7% 710 $337K
Gladstone Institutional Advisory LLC 0.02% No change 706 $335K
NBT Bank, N.A. 0.02% Reduce -13.0% 698 $331K
Great Lakes Advisors, LLC 0.00% Add +12.6% 698 $331K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -1.1% 694 $329K
Advanced Portfolio Management, LLC 0.34% Reduce -46.4% 689 $327K
Integrated Advisors Network LLC 0.02% Add +2.8% 689 $327K
Everpar Advisors LLC 0.17% Add +1.5% 687 $326K
West Family Investments, Inc. 0.11% Add +0.9% 681 $323K
Atlanta Consulting Group Advisors, LLC 0.08% Add +0.4% 681 $323K
Rothschild Investment LLC 0.02% Add +0.7% 681 $323K
Morningstar Investment Services LLC 0.00% Add +18.4% 682 $323K
Sage Mountain Advisors LLC 0.03% Reduce -3.5% 679 $322K
Plotkin Financial Advisors, LLC 0.19% No change 677 $321K
Lanark Financial, Inc. 0.03% Add +21.0% 674 $320K
Corton Capital Inc. 0.15% New 666 $316K
Wulff, Hansen & Co. 0.29% No change 665 $316K
Proficio Capital Partners LLC 0.03% Reduce -45.2% 665 $315K
Adero Partners, LLC 0.02% Add +3.8% 660 $313K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 659 $313K
Smith Group Asset Management, LLC 0.03% New 658 $312K
Axq Capital, LP 0.09% New 655 $311K
Kowal Investment Group, LLC 0.06% Add +14.1% 655 $311K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.5% 650 $308K
Net Worth Advisory Group 0.09% — 649 $308K
Hilltop Holdings Inc. 0.02% New 647 $307K
Saybrook Capital 0.09% No change 643 $305K
Mgo One Seven LLC 0.01% Add +4.7% 642 $305K
EP Wealth Advisors, LLC 0.00% New 641 $304K
FinTrust Capital Advisors, LLC 0.05% No change 640 $304K
Pinnacle Associates Ltd. 0.01% Reduce -16.5% 773 $302K
Dunhill Financial, LLC 0.15% Add +2.6% 634 $301K
Howe & Rusling Inc. 0.03% Reduce -0.5% 625 $297K
EWG Elevate Inc. 0.12% Add +0.2% 623 $296K
Birch Hill Investment Advisors LLC 0.01% No change 620 $294K
Twin Lakes Capital Management, LLC 0.19% No change 619 $294K
Forum Financial Management, LP 0.00% Add +0.3% 617 $293K
Little House Capital LLC 0.08% No change 616 $292K
Hamilton Capital, LLC 0.02% Add +8.8% 641 $291K
Magnus Financial Group LLC 0.03% New 613 $291K
Childress Capital Advisors, LLC 0.08% Add +0.2% 612 $290K
Compound Planning, Inc. 0.02% Add +4.8% 608 $289K
Morris Financial Concepts, Inc. 0.12% No change 605 $287K
Claret Asset Management Corp 0.05% Add +0.3% 603 $286K
Essex Financial Services, Inc. 0.02% Add +4.1% 609 $285K
Resolute Wealth Strategies, LLC 0.15% No change 600 $285K
Pathway Financial Advisors LLC 0.07% No change 600 $285K
Catalyst Funds Management Pty Ltd 0.06% New 600 $285K
EagleClaw Capital Managment, LLC 0.05% No change 600 $285K
HCR Wealth Advisors 0.04% No change 600 $285K
Caldwell Trust Co 0.03% Reduce -9.1% 600 $285K
First National Bank & Trust Co. of Newtown 0.05% No change 600 $285K
Quotient Wealth Partners, LLC 0.01% Add +14.3% 592 $281K
Kathmere Capital Management, LLC 0.03% Add +7.7% 589 $280K
Ascent Group, LLC 0.02% Add +7.3% 587 $279K
Cary Street Partners Investment Advisory LLC 0.01% Add +2.1% 586 $278K
Stanley-Laman Group, Ltd. 0.04% No change 584 $277K
Level Four Advisory Services, LLC 0.01% Reduce -83.9% 609 $277K
Accurate Wealth Management, LLC 0.06% Reduce -4.5% 568 $276K
Boothbay Fund Management, LLC 0.01% Reduce -67.5% 582 $276K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $275K
Keel Point, LLC 0.02% Add +8.0% 578 $274K
Tyche Wealth Partners LLC 0.06% Add +0.9% 576 $274K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 576 $273K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -17.4% 571 $271K
Plato Investment Management Ltd 0.02% No change 567 $269K
Stratos Wealth Partners, LTD. 0.00% Add +0.7% 562 $267K
Harvest Fund Management Co., Ltd 0.02% Add +164.2% 560 $266K
Rice Hall James & Associates, LLC 0.01% Reduce -36.1% 558 $265K
Dynamic Advisor Solutions LLC 0.01% Reduce -18.8% 553 $263K
Busey Bank 0.01% Reduce -13.9% 549 $261K
Regent Peak Wealth Advisors LLC 0.06% Add +2.0% 548 $260K
Cypress Asset Management Inc. 0.06% No change 540 $256K
Sharkey, Howes & Javer 0.04% No change 538 $255K
CMH Wealth Management LLC 0.06% No change 533 $253K
Prosperity Wealth Management, Inc. 0.10% No change 533 $253K
Alpha Cubed Investments, LLC 0.01% Reduce -2.2% 533 $253K
Simon Quick Advisors, LLC 0.02% New 532 $252K
EverSource Wealth Advisors, LLC 0.02% Add +4.9% 531 $252K
Cable Hill Partners, LLC 0.02% New 531 $252K
Reliant Investment Management, LLC 0.12% No change 528 $251K
Principle Wealth Partners LLC 0.02% New 525 $249K
Chesapeake Wealth Management 0.09% No change 525 $249K
Trust Point Inc. 0.02% Add +3.1% 524 $249K
Virtus Investment Advisers, LLC 0.20% New 520 $247K
Stamos Capital Partners, L.P. 0.06% Reduce -59.4% 520 $247K
Wick Capital Partners, LLC 0.08% No change 510 $242K
Edge Financial Advisors LLC 0.21% Add +0.2% 504 $239K
ICONIQ Capital, LLC 0.01% New 504 $239K
Family Firm, Inc. 0.05% No change 503 $239K
Paragon Financial Partners, Inc. 0.17% No change 500 $237K
Alta Advisers Ltd 0.11% No change 500 $237K
Burke & Herbert Bank & Trust Co. 0.06% No change 500 $237K
Private Trust Co. NA 0.02% Reduce -0.8% 498 $236K
Alera Investment Advisors, LLC 0.03% Add +1.4% 496 $235K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.6% 496 $235K
D'Orazio & Associates, Inc. 0.03% New 492 $233K
Shum Financial Group, Inc. 0.19% — 500 $231K
Peapack Gladstone Financial Corp. 0.00% Reduce -0.8% 485 $230K
Compton Wealth Advisory Group, LLC 0.06% No change 484 $230K
Ewa, LLC 0.08% Reduce -0.6% 475 $229K
GYL Financial Synergies, LLC 0.02% New 482 $229K
Boston Family Office LLC 0.02% No change 476 $226K
Baker Tilly Wealth Management, LLC 0.10% New 475 $225K
William Howard & Co Financial Advisors Inc 0.19% No change 475 $225K
Valmark Advisers, Inc. 0.00% New 474 $225K
Cromwell Holdings LLC 0.14% Add +37.3% 471 $224K
Marcum Wealth, LLC 0.02% New 471 $224K
Brave Warrior Advisors 0.00% New 471 $224K
Tocqueville Asset Management L.P. 0.00% New 470 $223K
Nebula Research & Development LLC 0.03% New 469 $223K
Convergence Financial, LLC 0.05% Reduce -35.5% 466 $221K
MassMutual Private Wealth & Trust, FSB 0.01% Add +12.0% 466 $221K
CVA Family Office, LLC 0.04% Add +2.0% 464 $220K
Human Investing LLC 0.04% New 461 $219K
Moneco Advisors, LLC 0.03% New 459 $218K
Journey Strategic Wealth LLC 0.01% New 457 $217K
Harbour Investments, Inc. 0.01% Add +17.8% 456 $216K
Advus Financial Partners, LLC 0.06% New 451 $214K
Symmetry Partners, LLC 0.05% Reduce -63.1% 442 $210K
Meridian Wealth Management, LLC 0.01% New 442 $210K
Crestwood Advisors Group, LLC 0.00% Reduce -28.4% 441 $209K
Daymark Wealth Partners, LLC 0.01% New 437 $208K
Global Retirement Partners, LLC 0.01% Reduce -2.3% 435 $206K
9258 Wealth Management, LLC 0.03% New 432 $205K
Terra Nova Asset Management LLC 0.15% New 430 $204K
Catalyst Financial Partners LLC 0.04% New 429 $204K
Quantitative Investment Management, LLC 0.02% Reduce -87.4% 424 $201K
Arlington Trust Co LLC 0.04% No change 415 $197K
Quent Capital, LLC 0.02% Add +25.5% 413 $196K
Clean Yield Group 0.06% Add +10.1% 402 $191K
Birchbrook, Inc. 0.11% No change 400 $190K
Islay Capital Management, LLC 0.13% No change 393 $187K
Grove Bank & Trust 0.03% Add +12.7% 381 $181K
Johnson Financial Group, Inc. 0.01% Add +9.3% 376 $178K
Jaffetilchin Investment Partners, LLC 0.01% New 347 $165K
Parkside Financial Bank & Trust 0.02% No change 343 $163K
Hexagon Capital Partners LLC 0.03% Reduce -7.7% 324 $154K
SouthState Bank Corp 0.01% No change 322 $153K
Salem Investment Counselors Inc. 0.00% Add +1.9% 318 $151K
Your Advocates Ltd., LLP 0.06% No change 300 $142K
JNBA Financial Advisors 0.01% No change 300 $142K
CoreCap Advisors, LLC 0.01% New 296 $140K
Eastern Bank 0.00% New 295 $140K
AdvisorNet Financial, Inc 0.01% Add +381.4% 284 $135K
LRI Investments, LLC 0.01% Reduce -8.2% 269 $130K
Geneos Wealth Management Inc. 0.00% Add +135.7% 271 $129K
Resources Management Corp. /CT/ 0.02% No change 266 $126K
Evergreen Private Wealth LLC 0.06% Add +1.2% 257 $122K
Hobbs Group Advisors, LLC 0.04% No change 251 $119K
North Star Investment Management Corp. 0.01% No change 244 $116K
Sound Income Strategies, LLC 0.01% Add +2.6% 238 $113K
TFC Financial Management, Inc. 0.02% No change 231 $110K
Acropolis Investment Management, LLC 0.01% New 228 $108K
Raleigh Capital Management Inc. 0.04% Add +7.5% 215 $102K
Darwin Wealth Management, LLC 0.03% New 210 $100K
Deseret Mutual Benefit Administrators 0.05% Reduce -2.8% 210 $100K
Mb, Levis & Associates, LLC 0.05% No change 200 $95K
M&R Capital Management Inc. 0.02% No change 200 $95K
Zions Bancorporation, N.A. 0.01% Reduce -15.7% 194 $92K
Coston, McIsaac & Partners 0.02% No change 181 $85K
Sandy Spring Bank 0.00% Reduce -17.1% 174 $82K
Center for Financial Planning, Inc. 0.01% No change 158 $75K
Silvant Capital Management LLC 0.00% No change 157 $75K
Princeton Global Asset Management LLC 0.01% No change 154 $73K
Montag A & Associates Inc. 0.00% Add +2900.0% 150 $71K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 150 $71K
Alpine Bank Wealth Management 0.01% — 136 $65K
Advantage Trust Co 0.04% No change 133 $63K
Bell Investment Advisors, Inc 0.01% Add +0.8% 132 $63K
St Germain D J Co. Inc. 0.00% No change 130 $62K
Farmers & Merchants Investments Inc. 0.00% No change 129 $61K
Atlas Capital Advisors Inc. 0.01% No change 128 $61K
Plante Moran Financial Advisors, LLC 0.01% No change 125 $59K
Geo Capital Gestora de Recursos Ltd 0.07% Reduce -12.9% 122 $58K
Quarry LP 0.02% Add +388.0% 122 $58K
Atticus Wealth Management, LLC 0.02% No change 115 $55K
Hemington Wealth Management 0.01% New 121 $54K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -39.5% 112 $53K
E Fund Management (Hong Kong) Co., Ltd. 0.03% New 111 $53K
Sunbelt Securities, Inc. 0.01% Add +101.8% 109 $52K
City State Bank 0.02% No change 106 $50K
Ancora Advisors LLC 0.00% Add +1.0% 103 $49K
Compass Wealth Management LLC 0.01% No change 102 $48K
MV Capital Management, Inc. 0.01% No change 101 $48K
Sachetta, LLC 0.02% Add +194.1% 100 $47K
Rise Advisors, LLC 0.02% No change 90 $43K
Sugarloaf Wealth Management, LLC 0.01% No change 87 $41K
Asset Dedication, LLC 0.00% Add +83.0% 86 $41K
Spire Wealth Management 0.00% Reduce -1.1% 86 $41K
Claris Advisors, LLC / Mo / 0.02% New 83 $39K
WR Wealth Planners, LLC 0.01% Add +88.6% 83 $39K
Ogorek Anthony Joseph /NY/ 0.01% No change 84 $39K
Versant Capital Management, Inc 0.01% Add +1.3% 76 $36K
Covestor Ltd 0.02% Reduce -7.4% 75 $36K
West Paces Advisors Inc. 0.01% No change 75 $36K
Catalyst Capital Advisors LLC 0.00% New 75 $36K
Coppell Advisory Solutions LLC 0.01% Reduce -15.7% 75 $36K
Oakworth Capital, Inc. 0.00% No change 70 $33K
JFS Wealth Advisors, LLC 0.00% Add +2.9% 70 $33K
Larson Financial Group LLC 0.00% Add +272.2% 67 $32K
GW&K Investment Management, LLC 0.00% Add +18.5% 64 $30K
Planning Capital Management Corp 0.02% Add +566.7% 60 $29K
Wesleyan Assurance Society 0.00% No change 60 $28K
Eagle Bay Advisors LLC 0.01% No change 57 $27K
Financial Management Professionals, Inc. 0.00% Add +9.6% 57 $27K
Caitlin John, LLC 0.02% No change 56 $27K
Bogart Wealth, LLC 0.00% No change 54 $26K
Meeder Asset Management Inc. 0.00% Add +2.1% 49 $23K
DSM Capital Partners LLC 0.00% No change 48 $23K
Riverview Trust Co 0.02% Add +4.4% 47 $22K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -91.8% 46 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 42 $20K
Integrated Investment Consultants, LLC 0.00% New 10,541 $19K
Abound Wealth Management 0.01% Add +8.3% 39 $19K
Private Wealth Management Group, LLC 0.01% Add +2.6% 39 $19K
Colonial Trust Advisors 0.00% No change 38 $18K
Clearstead Trust, LLC 0.00% Reduce -42.4% 38 $18K
Earned Wealth Advisors, LLC 0.01% New 38 $18K
Avior Wealth Management, LLC 0.00% Add +6.3% 34 $16K
Fortitude Family Office, LLC 0.01% No change 31 $15K
Mfa Wealth Advisors, LLC 0.00% No change 31 $15K
Silicon Valley Capital Partners 0.00% No change 30 $14K
Itau Unibanco Holding S.A. 0.00% New 30 $14K
REAP Financial Group, LLC 0.00% Reduce -3.2% 30 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $13K
Raffa Wealth Management, LLC 0.00% Reduce -57.6% 28 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 28 $13K
Aspect Partners, LLC 0.01% No change 27 $13K
Park Place Capital Corp 0.00% No change 26 $12K
Rosenberg Matthew Hamilton 0.00% No change 26 $12K
Legacy Bridge, LLC 0.01% No change 25 $12K
Kings Path Partners LLC 0.01% Reduce -26.5% 25 $12K
Carolinas Wealth Consulting LLC 0.00% Add +13.6% 25 $12K
Avalon Trust Co 0.00% Add +66.7% 25 $12K
Global Financial Private Client, LLC 0.00% Add +500.0% 24 $11K
Avion Wealth 0.00% Add +8.7% 25 $11K
Logan Capital Management Inc. 0.00% No change 23 $11K
Oarsman Capital, Inc. 0.00% New 19 $9K
FSA Wealth Management LLC 0.00% — 18 $9K
Harbor Investment Advisory, LLC 0.00% No change 18 $9K
Creative Financial Designs Inc. 0.00% No change 17 $8K
Archer Investment Corp 0.00% No change 17 $8K
Frazier Financial Advisors, LLC 0.01% No change 16 $8K
First Pacific Financial 0.00% No change 16 $8K
Hollencrest Capital Management 0.00% New 16 $8K
Glen Eagle Advisors, LLC 0.00% No change 14 $7K
PFS Partners, LLC 0.00% No change 13 $6K
Highline Wealth Partners LLC 0.00% Add +85.7% 13 $6K
HighMark Wealth Management LLC 0.00% Reduce -13.3% 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $6K
Creekmur Asset Management LLC 0.00% No change 11 $5K
Financial Network Wealth Advisors LLC 0.00% Add +42.9% 10 $5K
Valued Wealth Advisors LLC 0.00% Add +42.9% 10 $5K
Core Alternative Capital 0.00% No change 10 $5K
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% No change 9 $4K
Reston Wealth Management LLC 0.00% New 8 $4K
Aspire Private Capital, LLC 0.00% No change 8 $4K
Godsey & Gibb, Inc. 0.00% No change 8 $4K
Chilton Capital Management LLC 0.00% No change 8 $4K
Altshuler Shaham Ltd 0.00% New 8 $4K
Colonial Trust Co / SC 0.00% Add +14.3% 8 $4K
Blume Capital Management, Inc. 0.00% New 7 $3K
Westside Investment Management, Inc. 0.00% No change 7 $3K
Rakuten Securities, Inc. 0.00% Add +50.0% 6 $3K
Truvestments Capital LLC 0.00% New 6 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $3K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Continuum Advisory, LLC 0.00% Add +100.0% 4 $2K
Carolina Wealth Advisors, LLC 0.00% New 4 $2K
Nvwm, LLC 0.00% No change 4 $2K
Fairman Group, LLC 0.00% No change 3 $1K
Horizon Financial Services, LLC 0.00% No change 3 $1K
JDM Financial Group LLC 0.00% New 3 $1K
Kimelman & Baird, LLC 0.00% No change 3 $1K
Heritage Wealth Advisors 0.00% New 3 $1K
WestEnd Advisors, LLC 0.00% No change 3 $1K
1620 Investment Advisors, Inc. 0.00% New 3 $1K
SYSTM Wealth Solutions LLC 0.03% — 2 $950
POM Investment Strategies, LLC 0.00% No change 2 $949
Strengthening Families & Communities, LLC 0.00% No change 2 $949
ClariVest Asset Management LLC 0.00% No change 2 $839
PEAK6 Investments LLC 0.00% Reduce -99.9% 2 $817
Annapolis Financial Services, LLC 0.00% New 1 $665
West Branch Capital LLC 0.00% New 1 $475
Creative Capital Management Investments LLC 0.00% No change 1 $475
Concord Wealth Partners 0.00% New 1 $475
Studio Investment Management LLC 0.00% No change 1 $475
Country Trust Bank 0.00% No change 1 $475
Chesapeake Asset Management LLC 0.00% New 1 $474
Y.D. More Investments Ltd 0.00% Add +4.8% 88 $113

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