Moody'sMCO

13F holders, Q4 2024 (December 31)
1,302holders +95
94new positions
62sold out
21famous investors
$473.26avg. 13F price*

At the end of Q4 2024, 1,302 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 95 from Q3 2024. 94 opened new positions and 62 sold out. The largest holders were Berkshire Hathaway ($11.7B), Vanguard Group Inc. ($7.0B) and BlackRock, Inc. ($6.8B). 21 famous investors held it, including Chris Hohn (14.8% of TCI Fund Management's portfolio), Dev Kantesaria (13.7% of Valley Forge Capital Management's portfolio) and Chuck Akre (12.6% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions94$228.1M
Exits62$124.1M

All 13F filers, Q3 2024 → Q4 2024: 7,371,307 shares bought and 7,300,989 shares sold, net +70,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,302 holders

Berkshire Hathaway 4.37% No change 24,669,778 $11.7B
Vanguard Group Inc. 0.12% Add +0.4% 14,696,081 $7.0B
BlackRock, Inc. 0.14% Add +6.8% 14,265,116 $6.8B
TCI Fund Management 14.78% No change 13,246,769 $6.3B
State Street Corp. 0.13% Add +2.2% 7,205,190 $3.4B
FMR LLC 0.17% Reduce -7.3% 6,102,537 $2.9B
Geode Capital Management, LLC 0.13% Add +1.9% 3,680,799 $1.7B
Akre Capital Management 12.61% Reduce -8.4% 3,078,927 $1.5B
Fiera Capital Corp 4.53% Reduce -4.1% 3,038,153 $1.4B
Bank of New York Mellon Corp 0.25% Reduce -3.1% 2,813,998 $1.3B
Morgan Stanley 0.08% Add +1.5% 2,262,185 $1.1B
Jennison Associates LLC 0.63% Reduce -6.5% 2,180,977 $1.0B
Norges Bank 0.13% Add +10.0% 2,088,746 $988.7M
Northern Trust Corp. 0.12% Add +20.5% 1,776,729 $841.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +16.1% 1,590,679 $753.0M
PineStone Asset Management Inc. 6.82% Add +3.6% 1,537,331 $727.7M
Ninety One UK Ltd 1.92% Reduce -2.0% 1,517,725 $718.4M
Massachusetts Financial Services Co. 0.22% Reduce -30.3% 1,446,544 $684.8M
Longview Partners (Guernsey) LTD 4.98% Reduce -4.2% 1,408,904 $666.9M
Legal & General Group Plc 0.17% Reduce -4.6% 1,339,270 $634.0M
Valley Forge Capital Management 13.70% Add +2.0% 1,314,144 $622.1M
JPMorgan Chase & Co. 0.05% Reduce -21.4% 1,271,679 $602.0M
Goldman Sachs Group Inc. 0.11% Add +7.3% 1,265,193 $598.9M
Amundi 0.19% Add +73.5% 1,131,656 $534.3M
Rothschild & Co Wealth Management UK Ltd 9.00% Reduce -20.4% 1,083,090 $512.7M
Invesco Ltd. 0.09% Reduce -16.2% 1,029,564 $487.4M
Windacre Partnership LLC 7.02% Reduce -14.1% 1,010,595 $478.4M
Deutsche Bank AG 0.19% Add +3.0% 1,008,844 $477.6M
Charles Schwab Investment Management Inc. 0.09% Add +3.3% 994,384 $470.7M
Altarock Partners LP 9.11% Reduce -10.8% 950,905 $450.1M
Allen Investment Management, LLC 5.08% Reduce -5.3% 929,016 $439.8M
Royal Bank of Canada 0.09% Add +1.0% 838,161 $396.8M
Baillie Gifford & Co. 0.29% Reduce -60.6% 808,968 $382.9M
Dimensional Fund Advisors LP 0.09% Add +8.9% 796,119 $376.9M
Neuberger Berman Group LLC 0.28% Reduce -2.6% 745,992 $353.1M
Principal Financial Group Inc. 0.19% Reduce -15.1% 745,295 $352.8M
Nuveen Asset Management, LLC 0.09% Reduce -12.6% 702,606 $332.6M
Brown Advisory Inc. 0.41% Reduce -17.2% 679,794 $321.8M
UBS Group AG 0.07% Add +35.3% 655,105 $310.1M
Ako Capital LLP 4.27% Reduce -4.4% 653,387 $309.3M
Russell Investments Group, Ltd. 0.42% Add +32.7% 634,207 $300.2M
Citadel Advisors 0.27% Add +582.1% 614,037 $290.7M
TD Asset Management Inc 0.25% Add +21.4% 606,711 $287.2M
Evergreen Quality Fund GP, Ltd. 8.80% Add +253.1% 579,248 $274.2M
Franklin Resources Inc. 0.08% Reduce -2.5% 578,384 $273.8M
Storebrand Asset Management As 0.81% Add +3.1% 564,523 $267.2M
Sarasin & Partners LLP 2.94% Reduce -4.9% 562,409 $266.2M
Bank of America Corp. 0.02% Reduce -13.2% 538,108 $254.7M
Local Pensions Partnership Investment Ltd 4.59% — 521,468 $247.0M
Marshfield Associates 5.24% Reduce -0.0% 511,120 $241.9M
Schroder Investment Management Group 0.23% Add +2.0% 506,282 $239.7M
Acadian Asset Management LLC 0.67% Add +53.0% 488,621 $231.3M
Cantillon Capital Management LLC 1.36% Add +0.5% 474,082 $224.4M
HSBC Holdings PLC 0.14% Add +3.5% 471,245 $223.1M
Voya Investment Management LLC 0.26% Reduce -16.2% 460,281 $217.9M
DF Dent & Co. Inc. 2.71% Reduce -6.2% 451,821 $213.9M
First Trust Advisors LP 0.19% Add +6.9% 447,061 $211.6M
Barclays PLC 0.10% Reduce -2.6% 440,959 $208.7M
Janus Henderson Group PLC 0.10% Add +40.9% 427,425 $202.3M
Canoe Financial LP 3.26% Add +510.8% 422,624 $200.1M
National Pension Service 0.19% Add +20.5% 415,275 $196.6M
Sumitomo Mitsui Trust Group, Inc. 0.13% Add +8.2% 404,334 $191.4M
BLS Capital Fondsmaeglerselskab A/S 5.85% Reduce -3.2% 403,287 $190.9M
T. Rowe Price Associates Inc. 0.02% Reduce -27.3% 365,161 $172.9M
BNP Paribas Financial Markets 0.13% Add +72.4% 349,581 $165.5M
Rhumbline Advisers 0.14% Reduce -1.6% 327,891 $155.2M
Raymond James Financial Inc. 0.06% — 317,671 $150.4M
Aviva PLC 0.39% Reduce -10.4% 315,024 $149.1M
Robeco Institutional Asset Management B.V. 0.27% Add +66.8% 303,834 $143.8M
Newport Trust Company, LLC 0.34% Reduce -2.5% 297,064 $140.6M
King Luther Capital Management Corp. 0.58% Reduce -2.8% 282,022 $133.5M
California Public Employees Retirement System 0.09% Reduce -5.1% 279,106 $132.1M
Los Angeles Capital Management LLC 0.53% Add +393.0% 277,040 $131.1M
Employees Provident Fund Board 1.62% Reduce -7.4% 275,200 $130.3M
HighTower Advisors, LLC 0.18% Reduce -4.3% 272,459 $129.0M
Arrowstreet Capital, Limited Partnership 0.10% Add +248.9% 270,788 $128.2M
Envestnet Asset Management Inc. 0.04% Reduce -2.0% 263,147 $124.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +8.8% 253,886 $121.6M
California State Teachers Retirement System 0.14% Reduce -1.6% 254,883 $120.7M
Bristol Gate Capital Partners Inc. 5.30% Reduce -0.8% 230,113 $108.9M
New York State Common Retirement Fund 0.15% Add +1.7% 229,921 $108.8M
Credit Agricole S A 0.37% Add +15.1% 229,736 $108.8M
Ameriprise Financial Inc. 0.03% Add +16.8% 227,228 $107.5M
Congress Asset Management Co. 0.72% Add +1.4% 224,928 $106.5M
Manning & Napier Advisors LLC 1.20% Reduce -3.7% 221,437 $104.8M
Nordea Investment Management AB 0.11% Add +1506.8% 220,279 $104.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.21% — 216,349 $102.4M
Markel Group 0.89% No change 213,890 $101.2M
Chilton Investment Co. Inc. 2.59% Reduce -0.1% 213,023 $100.8M
Mitsubishi UFJ Trust & Banking Corp 0.23% Reduce -4.7% 207,604 $98.3M
Flossbach Von Storch SE 0.38% Add +1.0% 201,558 $95.4M
Cercano Management LLC 2.37% No change 196,746 $93.1M
Bank of Montreal 0.05% Reduce -11.9% 191,042 $90.4M
National Bank of Canada 0.11% Reduce -12.3% 182,768 $86.5M
Man Group plc 0.27% Add +56.7% 182,630 $86.5M
Skye Global Management LP 1.80% Reduce -8.3% 182,000 $86.2M
Ycg, LLC 6.81% Reduce -0.2% 181,119 $85.7M
Troy Asset Management Ltd 2.81% Reduce -1.9% 180,241 $85.3M
Qube Research & Technologies Ltd 0.14% Reduce -28.9% 177,152 $83.9M
Bristol John W & Co. Inc. 1.38% Reduce -2.2% 177,078 $83.8M
Toronto Dominion Bank 0.16% Add +27.6% 175,728 $83.2M
CANADA LIFE ASSURANCE Co 0.14% Add +3.7% 172,684 $81.7M
Alliancebernstein L.P. 0.03% Reduce -1.1% 170,052 $80.5M
Barr E S & Co. 4.66% Reduce -0.6% 166,410 $78.8M
GFI Investment Counsel Ltd. 8.77% Add +0.1% 161,376 $76.4M
Natixis Advisors, LLC 0.14% Reduce -7.1% 158,614 $75.1M
Aberdeen Group plc 0.14% Reduce -7.2% 157,846 $74.8M
PNC Financial Services Group, Inc. 0.05% Reduce -1.6% 153,724 $72.8M
State Board of Administration of Florida Retirement System 0.14% Add +0.4% 152,978 $72.4M
Armstrong Henry H Associates Inc. 7.17% Reduce -1.6% 151,584 $71.8M
Caisse de depot et placement du Quebec 0.14% Reduce -7.2% 144,023 $68.2M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -4.3% 141,354 $66.9M
Mackenzie Financial Corp. 0.09% Reduce -1.2% 139,908 $66.2M
Bowie Capital Management, LLC 3.44% Reduce -6.4% 136,970 $64.8M
Wellington Management Group LLP 0.01% Add +24.2% 136,873 $64.8M
New York State Teachers Retirement System 0.13% Add +0.5% 133,505 $63.2M
CI Investments Inc. 0.23% Reduce -2.0% 131,357 $62.2M
Capital International Investors 0.01% Add +0.1% 126,739 $60.0M
Renaissance Technologies 0.09% Reduce -11.6% 124,400 $58.9M
Sei Investments Co. 0.07% Add +27.0% 123,444 $58.4M
Canada Pension Plan Investment Board 0.06% Add +5.9% 122,329 $57.9M
Banque Pictet & Cie SA 0.55% Reduce -5.9% 120,017 $56.8M
Rings Capital Management LLC 29.67% No change 120,000 $56.8M
Schwartz Investment Counsel Inc. 2.02% No change 118,200 $56.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -36.1% 113,572 $53.8M
LPL Financial LLC 0.02% Add +4.2% 113,273 $53.6M
AXA S.A. 0.16% Reduce -25.6% 111,244 $52.7M
Korea Investment CORP 0.12% Add +12.1% 111,211 $52.6M
Wells Fargo & Company 0.01% Reduce -3.4% 109,006 $51.6M
DekaBank Deutsche Girozentrale 0.10% No change 109,449 $51.6M
Baskin Financial Services Inc. 4.06% Reduce -0.6% 107,805 $51.0M
Caledonia Investments PLC 6.01% No change 106,050 $50.2M
Mar Vista Investment Partners LLC 3.42% Add +1.0% 105,415 $49.9M
Corient Private Wealth LP 0.08% Reduce -6.8% 105,213 $49.8M
Triple Frond Partners LLC 6.41% Reduce -3.5% 104,587 $49.5M
APG Asset Management N.V. 0.14% Add +285.7% 107,582 $49.2M
Pictet Asset Management Holding SA 0.05% Add +9.2% 102,956 $48.7M
State of Wisconsin Investment Board 0.12% Reduce -9.3% 99,554 $47.1M
Bank of Nova Scotia 0.08% Add +27.0% 98,880 $46.8M
Junto Capital Management LP 0.93% New 98,787 $46.8M
First Manhattan Co. Llc. 0.14% Reduce -4.1% 98,757 $46.7M
Manufacturers Life Insurance Company, The 0.04% Add +0.1% 95,384 $45.2M
Danske Bank A/S 0.13% Add +12.5% 94,017 $44.5M
Teacher Retirement System of Texas 0.16% Add +42.4% 92,304 $43.7M
KLP Kapitalforvaltning As 0.20% — 89,161 $42.2M
Gillson Capital LP 3.78% Add +72.2% 88,522 $41.9M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -3.3% 88,403 $41.8M
Pinebridge Investments, L.P. 0.31% Reduce -6.4% 88,238 $41.8M
KBC Group NV 0.11% Add +5.0% 87,798 $41.6M
Ninety One North America, Inc. 2.57% Reduce -4.1% 87,633 $41.5M
Ironvine Capital Partners, LLC 4.31% Reduce -0.3% 84,985 $40.2M
Citigroup Inc. 0.04% Reduce -17.2% 80,793 $38.2M
Prudential Financial Inc. 0.05% Reduce -12.7% 80,505 $38.1M
Assenagon Asset Management S.A. 0.07% Reduce -72.3% 79,234 $37.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.43% Add +10.8% 77,626 $36.7M
Benchstone Capital Management LP 3.79% — 77,383 $36.6M
NS Partners Ltd 1.49% Reduce -1.1% 75,918 $35.9M
Public Employees Retirement System of Ohio 0.12% Reduce -5.9% 75,383 $35.7M
Summitry LLC 1.72% Add +1.4% 74,161 $35.1M
J. Safra Sarasin Holding AG 0.59% Add +1.3% 73,618 $34.8M
Bank Pictet & Cie (Europe) AG 0.76% Add +16.4% 73,335 $34.7M
FIL Ltd 0.03% Add +3.4% 72,510 $34.3M
Royal London Asset Management Ltd. 0.08% Add +6.5% 72,410 $34.3M
Artisan Partners Limited Partnership 0.05% Reduce -43.5% 71,784 $34.0M
Two Sigma Investments, LP 0.08% Reduce -61.8% 70,843 $33.5M
Treasurer of the State of North Carolina 0.13% Add +0.6% 69,515 $32.9M
AEGON ASSET MANAGEMENT UK Plc 0.43% Reduce -1.8% 69,395 $32.9M
Quantum Capital Management, LLC / NJ 3.47% Add +0.3% 68,359 $32.4M
Swedbank AB 0.04% Reduce -0.3% 67,966 $32.2M
Ensign Peak Advisors, Inc 0.06% Reduce -3.4% 67,689 $32.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +7.2% 67,560 $32.0M
Nisa Investment Advisors, LLC 0.12% Reduce -5.4% 67,100 $31.8M
Nomura Asset Management Co. Ltd. 0.10% Reduce -0.1% 66,756 $31.6M
Balyasny Asset Management L.P. 0.07% Add +4020.1% 65,798 $31.1M
Mn Services Vermogensbeheer B.V. 0.21% Add +2.5% 65,572 $31.0M
Asset Management One Co., Ltd. 0.11% Add +0.8% 64,754 $30.9M
Victory Capital Management Inc. 0.03% Reduce -1.5% 65,098 $30.8M
M&T Bank Corp 0.10% Add +3.1% 64,877 $30.7M
Zacks Investment Management 0.28% Reduce -11.7% 63,027 $29.8M
Cullen/Frost Bankers, Inc. 0.40% Reduce -0.3% 62,325 $29.5M
Artemis Investment Management LLP 0.42% Reduce -4.0% 62,170 $29.4M
Handelsbanken Fonder AB 0.11% Add +18.9% 61,953 $29.3M
Susquehanna International Group, LLP 0.04% Add +188.1% 61,896 $29.3M
Natixis 0.20% Add +76.4% 61,807 $29.3M
Agf Management Ltd. 0.15% Reduce -19.8% 61,503 $29.1M
State of Tennessee, Department of Treasury 0.10% Reduce -4.3% 60,712 $28.7M
State of New Jersey Common Pension Fund D 0.12% Reduce -0.1% 60,475 $28.6M
Focus Partners Wealth 0.07% Add +0.8% 59,756 $28.3M
BRX Global LP 19.99% No change 59,743 $28.3M
Cobblestone Capital Advisors LLC 1.50% Add +0.1% 58,295 $27.6M
Perigon Wealth Management, LLC 0.65% Reduce -0.6% 55,332 $26.5M
Marshall Wace, LLP 0.03% Add +7.3% 55,817 $26.4M
Lansforsakringar Fondforvaltning AB (publ) 0.10% — 55,636 $26.3M
Rafferty Asset Management, LLC 0.09% Add +3.5% 54,975 $26.0M
Forsta Ap-Fonden 0.18% Add +0.8% 53,300 $25.2M
Hikari Power Ltd 2.15% No change 52,700 $24.9M
Mariner, LLC 0.04% Add +4.8% 52,101 $24.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +137.6% 51,937 $24.6M
Norris Perne & French LLP 1.78% Reduce -1.0% 51,844 $24.5M
Gabelli Funds LLC 0.18% Add +12.6% 51,140 $24.2M
W1M Asset Management Ltd 2.05% Reduce -4.5% 50,792 $24.0M
STRS Ohio 0.10% Reduce -4.0% 50,767 $24.0M
CIBC Private Wealth Group LLC 0.04% Reduce -1.2% 50,721 $23.9M
Kayne Anderson Rudnick Investment Management LLC 0.06% Add +16.8% 50,576 $23.9M
BLI - Banque de Luxembourg Investments 0.64% — 50,000 $23.7M
One Madison Group LLC 2.71% — 50,000 $23.7M
Resona Asset Management Co.,Ltd. 0.14% Reduce -5.3% 49,902 $23.6M
Boston Financial Mangement LLC 0.70% Reduce -5.2% 48,996 $23.2M
Select Equity Group, L.P. 0.09% Reduce -24.2% 48,845 $23.1M
Welch & Forbes LLC 0.29% Add +0.1% 48,259 $22.8M
MetLife Investment Management, LLC 0.12% Add +0.6% 48,253 $22.8M
UniSuper Management Pty Ltd 0.16% Add +4.9% 48,243 $22.8M
Xponance LLC 0.21% Add +5.1% 47,526 $22.5M
Arizona State Retirement System 0.14% Add +0.2% 47,203 $22.3M
Campbell Newman Asset Management Inc. 1.80% Reduce -6.6% 47,063 $22.3M
Fiduciary Group, LLC 2.22% Reduce -0.8% 46,716 $22.1M
Achmea Investment Management B.V. 0.35% Reduce -2.2% 45,417 $21.5M
Macquarie Group Ltd. 0.03% Add +171.4% 51,110 $21.3M
Blair William & Co. 0.06% Reduce -4.0% 45,070 $21.3M
State of Michigan Retirement System 0.11% Reduce -1.1% 44,906 $21.3M
Cerity Partners LLC 0.05% Add +9.9% 44,050 $20.9M
Allianz Asset Management GmbH 0.03% Add +83.7% 43,224 $20.5M
Corebridge Financial, Inc. 0.11% Reduce -2.4% 42,900 $20.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Add +15.0% 42,843 $20.3M
1832 Asset Management L.P. 0.04% Reduce -71.5% 42,563 $20.1M
Walter Public Investments Inc. 3.54% Reduce -7.4% 41,872 $19.8M
Kestra Advisory Services, LLC 0.11% Reduce -3.2% 40,467 $19.2M
Public Sector Pension Investment Board 0.08% Add +47.8% 40,454 $19.1M
Candriam S.C.A. 0.11% Reduce -2.5% 39,710 $18.8M
Janney Montgomery Scott LLC 0.05% Reduce -6.9% 39,335 $18.6M
Baron Capital (BAMCO) 0.05% No change 37,741 $17.9M
GHP Investment Advisors, Inc. 0.82% Reduce -1.5% 37,039 $17.5M
ProShare Advisors LLC 0.04% Add +23.0% 37,029 $17.5M
NorthCrest Asset Manangement, LLC 0.52% Add +1.4% 36,994 $17.5M
Squarepoint Ops LLC 0.04% Add +19.9% 36,510 $17.3M
Varma Mutual Pension Insurance Co 0.13% Reduce -28.3% 35,466 $16.8M
Progressive Investment Management Corp 4.29% Reduce -1.9% 35,293 $16.7M
Amalgamated Bank 0.14% Reduce -2.1% 34,938 $16.5M
Jain Global LLC 0.49% — 34,281 $16.2M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +1.4% 33,915 $16.1M
Czech National Bank 0.15% Add +5.9% 33,788 $16.0M
Retirement Systems of Alabama 0.06% Add +0.7% 33,740 $16.0M
Comerica Bank 0.06% Reduce -3.6% 33,539 $15.9M
Van Eck Associates Corp. 0.02% Add +1.1% 33,504 $15.9M
Shell Asset Management Co. 0.69% Reduce -0.5% 33,340 $15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -2.8% 33,135 $15.7M
Swiss Life Asset Management Ltd 0.11% Add +48.6% 32,886 $15.6M
CW Advisors, LLC 0.21% Add +2.3% 32,846 $15.5M
Mediolanum International Funds Ltd 0.20% New 32,904 $15.5M
Prudential PLC 0.08% Add +167.7% 31,966 $15.1M
Daiwa Securities Group Inc. 0.07% Add +20.5% 31,863 $15.1M
Hikari Tsushin, Inc. 1.09% No change 31,689 $15.0M
Oribel Capital Management, LP 1.01% New 31,500 $14.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +14.4% 31,384 $14.9M
USS Investment Management Ltd 0.11% Reduce -5.7% 30,985 $14.7M
Ingalls & Snyder LLC 0.57% No change 30,686 $14.5M
DNB Asset Management AS 0.06% Add +3.4% 30,661 $14.5M
IFM Investors Pty Ltd 0.14% Reduce -9.1% 29,171 $13.8M
Fifth Third Bancorp 0.05% Reduce -1.0% 28,643 $13.6M
Marks Group Wealth Management, Inc 1.30% Add +1.4% 27,906 $13.2M
AMF Tjanstepension AB 0.09% No change 27,777 $13.2M
Aquamarine Capital (Aquamarine Zurich) 4.44% No change 27,000 $12.8M
Pragma Gestao DE Patrimonio Ltd. 7.05% New 27,000 $12.8M
Truist Financial Corp. 0.02% Reduce -3.2% 26,891 $12.7M
D. E. Shaw & Co. 0.01% Add +6.0% 26,533 $12.6M
Stifel Financial Corp. 0.01% Reduce -65.5% 26,405 $12.5M
Vontobel Holding Ltd. 0.04% Reduce -5.9% 26,326 $12.5M
O'shaughnessy Asset Management, LLC 0.11% Add +4.5% 26,232 $12.4M
Utah Retirement Systems 0.14% No change 26,177 $12.4M
Canada Post Corp Registered Pension Plan 0.73% — 26,167 $12.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 26,000 $12.3M
Makena Capital Management LLC 1.99% Add +17.6% 25,954 $12.3M
Brasada Capital Management, LP 2.17% Reduce -0.8% 26,738 $12.2M
HughesLittle Investment Management Ltd. 2.31% No change 25,789 $12.2M
Gotham Asset Management 0.12% Reduce -2.5% 25,784 $12.2M
Evoke Wealth, LLC 0.34% Reduce -5.6% 25,577 $12.1M
Ethic Inc. 0.24% Add +4.0% 25,258 $12.0M
Hudson Bay Capital Management LP 0.09% Add +0.0% 25,009 $11.8M
Cibc World Markets Corp. 0.07% Reduce -47.7% 24,978 $11.8M
Square Wave Partners, L.P. 11.29% — 24,738 $11.7M
Square Wave Capital, LLC 11.29% — 24,738 $11.7M
CIBC Asset Management Inc 0.04% Add +4.1% 24,711 $11.7M
Creative Planning 0.01% Add +1.2% 24,024 $11.4M
Liontrust Investment Partners LLP 0.16% New 24,020 $11.4M
Dock Street Asset Management Inc. 1.35% Reduce -2.0% 23,830 $11.3M
Capital Fund Management S.A. 0.11% New 23,654 $11.2M
11 Capital Partners LP 4.55% Add +2.6% 23,434 $11.1M
Pathstone Holdings, LLC 0.05% Reduce -1.9% 23,423 $11.1M
New York Life Investment Management LLC 0.11% Reduce -1.1% 23,207 $11.0M
Donaldson Capital Management, LLC 0.42% Add +3.2% 23,032 $10.9M
Police & Firemen's Retirement System of New Jersey 0.11% — 23,000 $10.9M
Andra AP-fonden 0.17% New 22,900 $10.8M
Commonwealth Equity Services, LLC 0.02% Reduce -1.3% 22,857 $10.8M
American Century Companies Inc. 0.01% Reduce -4.8% 22,826 $10.8M
Jane Street Group, LLC 0.02% Add +112.1% 22,502 $10.7M
Cetera Investment Advisers 0.02% Add +7.7% 22,344 $10.6M
Seilern Investment Management Ltd 0.60% — 22,268 $10.5M
Park State Asset Management 5.90% Add +0.2% 22,166 $10.5M
US Bancorp \de 0.01% Add +1.9% 22,121 $10.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -4.0% 21,881 $10.4M
Oppenheimer Asset Management Inc. 0.13% Reduce -0.4% 21,730 $10.3M
Moore Capital Management, LP 0.21% Add +2046.6% 21,638 $10.2M
Scotia Capital Inc. 0.05% Reduce -4.4% 21,275 $10.1M
Nissay Asset Management Corp. /Japan 0.06% Reduce -1.1% 20,577 $9.8M
Boussard & Gavaudan Investment Management LLP 1.27% New 20,241 $9.6M
Calamos Wealth Management LLC 0.49% New 20,242 $9.6M
Millennium Management 0.01% Add +6.8% 19,954 $9.4M
Oxbow Advisors, LLC 1.14% Reduce -1.6% 19,853 $9.4M
Susquehanna Fundamental Investments, LLC 0.16% — 19,831 $9.4M
Voloridge Investment Management, LLC 0.03% Reduce -71.3% 19,803 $9.4M
Carderock Capital Management Inc. 2.35% Reduce -0.4% 19,767 $9.4M
LGT Group Foundation 0.14% Reduce -14.9% 19,598 $9.3M
Banco Santander, S.A. 0.11% Add +1.6% 19,308 $9.1M
Generali Asset Management SPA SGR 0.23% — 19,058 $9.0M
Yousif Capital Management, LLC 0.10% Reduce -3.8% 18,887 $8.9M
Tower Bridge Advisors 0.96% Reduce -1.4% 18,783 $8.9M
Vanguard Personalized Indexing Management, LLC 0.13% Add +5.4% 18,739 $8.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +6.6% 18,718 $8.9M
Mutual of America Capital Management LLC 0.09% Reduce -3.2% 18,668 $8.8M
LGT Fund Management Co Ltd. 0.77% No change 18,607 $8.8M
State of Alaska, Department of Revenue 0.09% Reduce -2.3% 17,770 $8.4M
Mitchell Sinkler & Starr 2.24% No change 17,698 $8.4M
QRG Capital Management, Inc. 0.08% Add +8.0% 17,395 $8.2M
Douglass Winthrop Advisors, LLC 0.16% Add +0.6% 17,290 $8.2M
MML Investors Services, LLC 0.03% Add +0.6% 17,162 $8.1M
Illinois Municipal Retirement Fund 0.11% No change 17,136 $8.1M
AQR Capital Management 0.01% Reduce -3.2% 16,931 $8.0M
Pelham Capital Ltd. 5.31% New 16,874 $8.0M
Tokio Marine Asset Management Co. Ltd. 0.28% Reduce -39.1% 16,687 $7.9M
Ghe, LLC 3.11% Add +1.4% 16,562 $7.8M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +23.6% 16,454 $7.8M
Lazard Asset Management LLC 0.01% Reduce -65.2% 16,330 $7.7M
Crossmark Global Holdings, Inc. 0.14% Add +13.1% 16,289 $7.7M
Bluegrass Capital Partners LP 6.72% No change 16,000 $7.6M
AdvisorShares Investments LLC 1.45% Reduce -1.9% 15,876 $7.5M
Kintegral Advisory, LLC 0.71% Reduce -4.5% 15,836 $7.5M
Crown Oak Advisors, LLC 3.85% Add +12.0% 15,817 $7.5M
NorthCoast Asset Management LLC 0.04% Reduce -1.9% 15,803 $7.5M
Stanley Capital Management, LLC 1.45% No change 15,758 $7.5M
Aquatic Capital Management LLC 0.20% Reduce -65.3% 15,710 $7.4M
K.J. Harrison & Partners Inc 1.16% Add +6.7% 15,600 $7.4M
East Coast Asset Management, LLC. 2.39% Reduce -7.1% 15,119 $7.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +50.4% 15,040 $7.1M
Elo Mutual Pension Insurance Co 0.15% Reduce -4.2% 14,957 $7.1M
Mizuho Securities USA LLC 0.13% Add +45.4% 14,769 $7.0M
Central Bank & Trust Co. 1.05% Reduce -8.4% 14,721 $7.0M
Americana Partners, LLC 0.28% New 14,608 $6.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.48% Reduce -1.8% 14,605 $6.9M
Impact Asset Management GmbH 2.72% Reduce -2.7% 14,560 $6.9M
Cinctive Capital Management LP 0.37% Add +350.5% 14,448 $6.8M
XXEC, Inc. 5.66% Reduce -3.1% 14,426 $6.8M
Mercer Global Advisors Inc. 0.02% Add +40.6% 14,419 $6.8M
Fiduciary Alliance LLC 0.69% Add +32.5% 14,316 $6.8M
B. Metzler seel. Sohn & Co. AG 0.07% Add +1.4% 14,317 $6.8M
Burney Co./ 0.24% New 14,312 $6.8M
Connecticut Wealth Management, LLC 0.33% Add +0.1% 14,213 $6.7M
Jump Financial, LLC 0.15% Add +274.7% 14,211 $6.7M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +31.5% 13,916 $6.6M
Quantinno Capital Management LP 0.06% Add +12.5% 13,661 $6.5M
Penbrook Management LLC 4.41% No change 13,650 $6.5M
Alps Advisors Inc. 0.04% Reduce -0.1% 13,550 $6.4M
Metis Global Partners, LLC 0.19% Add +15.3% 13,447 $6.4M
Bridgewater Associates 0.03% New 13,385 $6.3M
Oregon Public Employees Retirement Fund 0.12% Reduce -0.3% 13,359 $6.3M
Federation des caisses Desjardins du Quebec 0.03% Reduce -32.8% 13,277 $6.3M
Blue Zone Wealth Advisors, LLC 1.78% Add +0.5% 13,038 $6.2M
Gulf International Bank (UK) Ltd 0.15% Reduce -1.1% 12,927 $6.1M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -28.8% 12,845 $6.1M
Glenmede Trust Co. NA 0.03% Reduce -21.6% 12,736 $6.0M
National Philanthropic Trust 0.08% Add +0.1% 12,442 $5.9M
Pacer Advisors, Inc. 0.01% Reduce -12.1% 12,283 $5.8M
Midwest Professional Planners, LTD. 1.73% Add +1.6% 12,219 $5.8M
Rockefeller Capital Management L.P. 0.01% Add +5.6% 12,130 $5.7M
Avanza Fonder AB 0.17% — 12,052 $5.7M
Cloverfields Capital Group, LP 1.83% Reduce -0.6% 12,019 $5.7M
Lincoln Capital LLC 1.19% Reduce -0.9% 11,990 $5.7M
Quantbot Technologies LP 0.21% Reduce -11.7% 11,874 $5.6M
Ballentine Partners, LLC 0.10% Reduce -0.1% 11,848 $5.6M
BNP Paribas 0.08% Reduce -0.8% 11,758 $5.6M
Raiffeisen Bank International AG 0.08% — 11,694 $5.5M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -1.6% 11,588 $5.5M
Titan Global Capital Management USA LLC 0.81% Reduce -29.2% 11,302 $5.4M
Wealthfront Advisers LLC 0.02% Add +6.7% 11,288 $5.3M
Baird Financial Group, Inc. 0.01% Reduce -3.4% 11,239 $5.3M
Altrafin AG 1.84% Add +2.2% 11,189 $5.3M
Voleon Capital Management LP 0.39% — 11,165 $5.3M
Live Oak Private Wealth LLC 0.89% Reduce -3.1% 11,133 $5.3M
Fogel Capital Management, Inc. 2.56% Reduce -0.3% 10,765 $5.1M
Kentucky Retirement Systems 0.15% Reduce -1.4% 10,762 $5.1M
GAMCO Investors 0.05% Reduce -3.4% 10,742 $5.1M
Fiduciary Trust Co 0.07% No change 10,624 $5.0M
Roundview Capital LLC 0.34% Add +2.5% 10,381 $4.9M
Abacus FCF Advisors LLC 0.65% Add +45.2% 10,360 $4.9M
Bellwether Advisors, LLC 0.87% Add +60.4% 10,222 $4.8M
Cornerstone Advisors, LLC 0.19% No change 10,100 $4.8M
Taikang Asset Management (Hong Kong) Co Ltd 0.70% Reduce -50.0% 10,091 $4.8M
Tower Research Capital LLC (TRC) 0.09% Add +90.3% 10,041 $4.8M
KP Management LLC 1.66% No change 10,000 $4.7M
Taylor Hoffman Capital Management LLC 1.71% Add +0.7% 9,959 $4.7M
Quadrature Capital Ltd 0.09% New 9,931 $4.7M
HWG Holdings LP 1.54% Reduce -8.0% 9,909 $4.7M
Insight Wealth Strategies, LLC 0.63% Reduce -2.6% 9,905 $4.7M
Smith Salley Wealth Management 0.30% Add +6.5% 9,708 $4.6M
Brown Brothers Harriman & Co. 0.03% Add +176.5% 9,643 $4.6M
Hartford Investment Management Co. 0.15% Reduce -2.4% 9,623 $4.6M
Windmill Hill Asset Management Ltd 1.47% Add +1.3% 9,491 $4.5M
Edgestream Partners, L.P. 0.19% Add +82.5% 9,413 $4.5M
Ieq Capital, LLC 0.04% Reduce -0.1% 9,379 $4.4M
Tidal Investments LLC 0.04% Reduce -83.1% 9,369 $4.4M
Woodline Partners LP 0.03% New 9,367 $4.4M
Keybank National Association 0.02% Add +1.4% 9,308 $4.4M
Atom Investors LP 0.54% Add +103.7% 9,257 $4.4M
Glenview Trust Co 0.08% No change 9,226 $4.4M
Empowered Funds, LLC 0.06% Add +17.5% 9,144 $4.3M
Two Sigma Advisers, LP 0.01% Reduce -92.4% 9,000 $4.3M
Transamerica Financial Advisors, LLC 0.42% Reduce -2.6% 8,952 $4.2M
HRT Financial LP 0.02% New 8,943 $4.2M
Sanctuary Advisors, LLC 0.03% Add +2.8% 8,335 $4.2M
iA Global Asset Management Inc. 0.07% Reduce -19.6% 8,713 $4.1M
NEOS Investment Management LLC 0.10% Add +38.1% 8,685 $4.1M
Allianz SE 0.11% No change 8,590 $4.1M
Hennion & Walsh Asset Management, Inc. 0.18% Add +2.4% 8,577 $4.1M
Maryland State Retirement & Pension System 0.09% Reduce -5.2% 8,558 $4.1M
Whitebark Investors LP 1.87% — 8,527 $4.0M
Louisiana State Employees Retirement System 0.07% Reduce -4.5% 8,400 $4.0M
Securian Asset Management, Inc. 0.12% Reduce -4.0% 8,365 $4.0M
United Capital Financial Advisors, LLC 0.03% Add +0.2% 8,328 $3.9M
Harris Associates (Oakmark Funds) 0.01% Reduce -67.0% 8,321 $3.9M
Bretton Capital Management, LLC 3.78% No change 8,300 $3.9M
Motley Fool Asset Management LLC 0.20% Add +13.2% 8,298 $3.9M
Intech Investment Management LLC 0.04% Reduce -9.0% 8,257 $3.9M
Laird Norton Wetherby Wealth Management, LLC 0.19% Reduce -0.2% 8,248 $3.9M
Osaic Holdings, Inc. 0.01% Add +135.4% 23,849 $3.9M
Atria Investments, Inc 0.05% Add +3.7% 8,075 $3.8M
Patton Fund Management, Inc. 0.75% Reduce -13.0% 8,072 $3.8M
Vinva Investment Management Ltd 0.15% Add +11.6% 8,056 $3.8M
Harbor Advisors LLC 0.59% No change 8,000 $3.8M
Citadel Investment Advisory, Inc. 1.96% Add +1.5% 7,985 $3.8M
Pine Valley Investments Ltd Liability Co 0.24% Reduce -7.5% 7,902 $3.7M
Rathbones Group PLC 0.02% Add +12.3% 7,794 $3.7M
Rehmann Capital Advisory Group 0.23% Reduce -0.4% 7,765 $3.7M
Jones Financial Companies LLLP 0.00% Add +34.9% 7,720 $3.7M
Yacktman Asset Management 0.04% No change 7,670 $3.6M
Point72 Europe (London) LLP 0.21% Reduce -41.5% 7,600 $3.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -7.5% 7,538 $3.6M
New Mexico Educational Retirement Board 0.12% Reduce -2.6% 7,492 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -75.1% 7,491 $3.5M
Boston Trust Walden Corp 0.02% Reduce -0.6% 7,480 $3.5M
Engineers Gate Manager LP 0.06% Reduce -60.5% 7,477 $3.5M
Chicago Partners Investment Group LLC 0.12% Add +3.3% 7,433 $3.5M
Dorsey Wright & Associates 0.83% Add +0.2% 7,385 $3.5M
Unigestion Holding SA 0.20% Add +58.8% 7,294 $3.5M
E. Ohman J:or Asset Management AB 0.08% Add +12.1% 7,230 $3.4M
Williams Jones Wealth Management, LLC. 0.04% Reduce -1.9% 7,226 $3.4M
Wealthcare Advisory Partners LLC 0.09% Reduce -0.1% 7,206 $3.4M
Sora Investors LLC 0.38% New 7,143 $3.4M
PGGM Investments 0.04% Add +89.1% 7,132 $3.4M
Slow Capital, Inc. 0.48% Reduce -2.3% 7,111 $3.4M
ING Groep NV 0.02% Reduce -10.8% 7,043 $3.3M
First National Advisers, LLC 0.54% Add +4.0% 7,021 $3.3M
Norinchukin Bank, The 0.07% Add +8.8% 7,020 $3.3M
Connable Office Inc. 0.34% Reduce -1.7% 7,010 $3.3M
Graham Capital Management, L.P. 0.16% New 7,000 $3.3M
Kestra Private Wealth Services, LLC 0.06% Add +0.8% 7,000 $3.3M
Boothbay Fund Management, LLC 0.10% Add +1098.8% 6,977 $3.3M
Bell Asset Management Ltd 0.60% Reduce -1.2% 6,971 $3.3M
Inkwell Capital LLC 3.52% — 6,959 $3.3M
First National Bank of Omaha 0.21% Reduce -6.5% 6,946 $3.3M
Syntegra Private Wealth Group, LLC 0.37% No change 6,908 $3.3M
OMERS ADMINISTRATION Corp 0.03% Add +20.5% 6,869 $3.3M
Taika Capital, LP 2.47% New 6,846 $3.2M
Johnson Investment Counsel Inc. 0.03% Add +1.6% 6,833 $3.2M
Alphinity Investment Management Pty Ltd 0.02% Add +56.0% 6,747 $3.2M
Sterling Capital Management LLC 0.04% Add +7.5% 6,745 $3.2M
Greenleaf Trust 0.03% Reduce -0.3% 6,692 $3.2M
Crawford Investment Counsel Inc. 0.06% No change 6,620 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.5% 6,581 $3.1M
CreativeOne Wealth, LLC 0.10% Reduce -2.9% 6,579 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +0.4% 6,531 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +0.4% 6,531 $3.1M
Commerce Bank 0.02% Reduce -0.3% 6,512 $3.1M
Crewe Advisors LLC 0.42% Reduce -5.8% 6,425 $3.0M
Siemens Fonds Invest GmbH 0.31% Add +1.9% 6,345 $3.0M
Huntington National Bank 0.03% Add +1.0% 6,331 $3.0M
Van Den Berg Management I, Inc. 0.85% Reduce -3.3% 6,264 $3.0M
Captrust Financial Advisors 0.01% Add +14.0% 6,242 $3.0M
NewEdge Wealth, LLC 0.05% Reduce -1.7% 6,140 $2.9M
Tiaa Trust, National Association 0.01% Reduce -6.7% 6,113 $2.9M
Whittier Trust Co. of Nevada Inc. 0.07% No change 6,034 $2.9M
Keebeck Wealth Management 0.41% Reduce -0.5% 6,030 $2.9M
Trust Co. of Toledo NA 0.37% No change 6,030 $2.9M
Miura Global Management, LLC 3.10% No change 6,000 $2.8M
Fairbanks Capital Management, Inc. 1.76% Add +2.5% 5,976 $2.8M
Chou Associates Management Inc. 1.95% No change 5,899 $2.8M
Vestmark Advisory Solutions, Inc. 0.10% Add +11.9% 5,888 $2.8M
TD Waterhouse Canada Inc. 0.02% Add +16.6% 5,859 $2.8M
Applied Capital LLC 2.18% Reduce -1.3% 5,853 $2.8M
Regions Financial Corp. 0.02% Reduce -0.1% 5,814 $2.8M
Fortis Capital Management LLC 0.50% Add +1.2% 5,708 $2.7M
Linden Thomas Advisory Services, LLC 0.33% Add +16.2% 5,558 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.8% 5,532 $2.6M
MCF Advisors LLC 0.18% Reduce -1.6% 5,528 $2.6M
Ninety One SA (Pty) Ltd 0.57% Add +6.4% 5,499 $2.6M
Ostrum Asset Management 0.22% Reduce -2.3% 5,484 $2.6M
Groupama Asset Managment 0.05% New 5,478 $2.6M
Federated Hermes, Inc. 0.01% Add +188.9% 5,478 $2.6M
Transcend Capital Advisors, LLC 0.19% Reduce -0.1% 5,467 $2.6M
Empirical Finance, LLC 0.15% Reduce -1.1% 5,394 $2.6M
Caprock Group, LLC 0.08% New 5,380 $2.5M
Arete Wealth Advisors, LLC 0.18% Add +2.0% 5,371 $2.5M
Vident Advisory, LLC 0.04% Add +6.3% 5,351 $2.5M
Sterling Investment Management, LLC 1.98% Reduce -1.2% 5,337 $2.5M
AlphaQuest LLC 0.33% Reduce -2.4% 5,313 $2.5M
Cresset Asset Management, LLC 0.01% Reduce -71.4% 5,273 $2.5M
Spire Wealth Management 0.08% Add +5967.4% 5,218 $2.5M
Value Partners Investments Inc. 1.39% Add +3.6% 5,220 $2.5M
Composition Wealth, LLC 0.05% Add +26.6% 5,169 $2.4M
Nomura Holdings Inc. 0.01% New 5,131 $2.4M
Ossiam 0.04% Reduce -43.5% 5,123 $2.4M
Picton Mahoney Asset Management 0.09% Reduce -11.9% 5,120 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Reduce -5.3% 5,114 $2.4M
Legacy Advisors, LLC 0.23% Add +176.4% 5,099 $2.4M
LMCG Investments, LLC 0.15% Reduce -9.5% 5,048 $2.4M
Walleye Trading LLC 0.05% Reduce -37.1% 5,019 $2.4M
CenterBook Partners LP 0.14% Reduce -13.0% 5,016 $2.4M
Saturna Capital Corp. 0.03% Reduce -11.8% 5,015 $2.4M
Naples Global Advisors, LLC 0.22% Reduce -0.9% 5,002 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.3% 4,948 $2.3M
Diversified Trust Co. 0.06% Reduce -1.2% 4,945 $2.3M
Brevan Howard Capital Management LP 0.06% Add +70.1% 4,941 $2.3M
Blue Fin Capital, Inc. 0.43% Add +2.1% 4,940 $2.3M
Walleye Capital LLC 0.02% Reduce -9.7% 4,898 $2.3M
Exchange Capital Management, Inc. 0.37% Reduce -3.3% 4,888 $2.3M
Allstate Corp. 0.07% New 4,879 $2.3M
Aigen Investment Management, LP 0.41% New 4,866 $2.3M
Virtu Financial LLC 0.12% Reduce -68.8% 4,866 $2.3M
Kerusso Capital Management LLC 1.46% Reduce -42.2% 4,836 $2.3M
Vanderbilt University 0.45% Reduce -35.3% 4,813 $2.3M
Beacon Investment Advisory Services, Inc. 0.10% Add +12.3% 4,768 $2.3M
Van Strum & Towne Inc. 0.79% Add +18.8% 4,750 $2.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.07% Add +230.7% 4,725 $2.2M
DAVENPORT & Co LLC 0.01% Add +9.4% 4,667 $2.2M
Bessemer Group Inc. 0.00% Reduce -0.3% 4,619 $2.2M
Apollon Wealth Management, LLC 0.05% Add +4.0% 4,614 $2.2M
Rossmore Private Capital 0.27% No change 4,600 $2.2M
Lord, Abbett & Co. LLC 0.01% Reduce -91.4% 4,571 $2.2M
Guggenheim Capital LLC 0.02% Add +22.2% 4,562 $2.2M
Cibc World Market Inc. 0.00% Reduce -82.5% 4,519 $2.1M
Kirtland Hills Capital Management, LLC 1.36% Add +0.8% 4,481 $2.1M
HHLR Advisors, LTD. 0.07% Add +198.1% 4,477 $2.1M
Signaturefd, LLC 0.04% Add +1.0% 4,468 $2.1M
Dark Forest Capital Management LP 0.31% Add +209.7% 4,404 $2.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -69.8% 4,369 $2.1M
Parallel Advisors, LLC 0.05% Add +1.1% 4,340 $2.1M
Blue Edge Capital, LLC 0.32% Reduce -7.7% 4,326 $2.0M
IMS Capital Management 0.95% Add +0.3% 4,323 $2.0M
Choreo, LLC 0.03% Add +24.3% 4,312 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -44.5% 4,223 $2.0M
Hantz Financial Services, Inc. 0.03% Add +26.3% 4,208 $2.0M
HighPoint Advisor Group LLC 0.11% Add +1.0% 3,882 $2.0M
Leonteq Securities AG 0.20% Add +13.6% 4,198 $2.0M
Rodgers Brothers Inc. 0.26% Reduce -0.9% 4,149 $2.0M
Essex Bank 0.48% No change 4,119 $1.9M
Pilgrim Partners Asia Pte Ltd 1.69% — 4,100 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.6% 4,089 $1.9M
Texas Yale Capital Corp. 0.08% No change 3,943 $1.9M
Accent Capital Management, LLC 1.06% Add +0.0% 3,930 $1.9M
Angeles Wealth Management, LLC 0.15% Add +0.4% 3,908 $1.8M
Kornitzer Capital Management Inc. 0.04% No change 3,895 $1.8M
Meeder Advisory Services, Inc. 0.11% Add +0.9% 3,889 $1.8M
Marshall Financial Group, LLC 0.43% Add +0.3% 3,792 $1.8M
Moloney Securities Asset Management, LLC 0.24% Add +2.2% 3,769 $1.8M
Aft, Forsyth & Sober, LLC 0.57% No change 3,725 $1.8M
Merit Financial Group, LLC 0.03% Add +81.2% 3,720 $1.8M
Clearstead Advisors, LLC 0.03% Reduce -1.5% 3,713 $1.8M
TFR Capital, LLC. 0.87% — 3,704 $1.8M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.3% 3,703 $1.8M
General Partner, Inc. 1.05% Reduce -11.9% 3,695 $1.7M
Long Road Investment Counsel, LLC 0.71% No change 3,679 $1.7M
Sequoia Financial Advisors, LLC 0.02% Add +13.1% 3,651 $1.7M
Citizens Financial Group Inc. 0.03% Add +4.1% 3,624 $1.7M
Worldquant Millennium Advisors LLC 0.01% Reduce -89.0% 3,624 $1.7M
Benjamin Edwards Inc. 0.02% Add +14.9% 3,589 $1.7M
B. Riley Wealth Advisors, Inc. 0.06% Add +0.6% 3,571 $1.7M
Knollwood Investment Advisory, LLC 0.18% No change 3,561 $1.7M
Bokf, NA 0.03% Reduce -3.9% 3,677 $1.7M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -39.6% 3,513 $1.7M
Bleakley Financial Group, LLC 0.05% Add +0.8% 3,510 $1.7M
Olstein Capital Management, L.P. 0.29% Reduce -14.6% 3,500 $1.7M
Private Advisor Group, LLC 0.01% Reduce -1.9% 3,467 $1.6M
HM Payson & Co. 0.03% Add +8.6% 3,458 $1.6M
Independent Advisor Alliance 0.02% Add +15.2% 3,455 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +15.2% 3,096 $1.6M
Praxis Investment Management Inc. 0.10% Reduce -24.6% 3,375 $1.6M
Arax Advisory Partners 0.10% Add +0.1% 3,363 $1.6M
Mystic Asset Management, Inc. 0.42% Add +11.6% 3,348 $1.6M
Callan Family Office, LLC 0.10% New 3,323 $1.6M
Advisory Services Network, LLC 0.03% Add +3.9% 3,308 $1.6M
Lighthouse Investment Partners, LLC 0.06% New 3,300 $1.6M
Round Hill Asset Management 1.10% Reduce -43.4% 3,299 $1.6M
Savant Capital, LLC 0.01% Add +7.2% 3,271 $1.5M
Vise Technologies, Inc. 0.13% Add +92.9% 3,268 $1.5M
Shilanski & Associates, Inc. 0.49% Reduce -4.1% 3,253 $1.5M
Harbert Fund Advisors, LLC 1.34% Add +51.2% 3,250 $1.5M
Park Avenue Securities LLC 0.02% Add +2.5% 3,212 $1.5M
D.A. Davidson & Co. 0.01% Add +11.3% 3,206 $1.5M
Capstone Investment Advisors, LLC 0.02% Reduce -15.6% 3,187 $1.5M
HB Wealth Management, LLC 0.02% Add +7.3% 3,181 $1.5M
Bridges Investment Management Inc. 0.02% Reduce -0.0% 3,164 $1.5M
Global Endowment Management, LP 0.19% Add +0.3% 3,159 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +2.5% 3,128 $1.5M
Qsemble Capital Management, LP 0.20% Reduce -46.0% 3,127 $1.5M
Hills Bank & Trust Co 0.11% No change 3,113 $1.5M
Equitable Trust Co. 0.08% No change 3,113 $1.5M
V-Square Quantitative Management LLC 0.21% Reduce -0.6% 3,111 $1.5M
Okabena Investment Services Inc. 0.41% Add +12.2% 3,105 $1.5M
Ironwood Investment Counsel, LLC 0.25% No change 3,104 $1.5M
CWA Asset Management Group, LLC 0.07% Add +2.5% 3,095 $1.5M
Cwm, LLC 0.01% Reduce -0.7% 3,087 $1.5M
&partners 0.02% Add +72.8% 3,014 $1.4M
Wolverine Trading, LLC 0.03% Reduce -22.8% 3,048 $1.4M
Lineweaver Wealth Advisors, LLC 0.26% Reduce -0.1% 3,004 $1.4M
Vestcor Inc 0.05% Reduce -7.9% 2,989 $1.4M
Frank, Rimerman Advisors LLC 0.10% Reduce -30.6% 2,983 $1.4M
Sciencast Management LP 0.39% New 2,982 $1.4M
GeoWealth Management, LLC 0.05% Add +13.6% 2,970 $1.4M
MAI Capital Management 0.01% Add +33.5% 2,964 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +15.8% 2,960 $1.4M
Coldstream Capital Management Inc. 0.03% Add +2.0% 2,953 $1.4M
SVB Wealth LLC 0.03% New 2,948 $1.4M
Clark Capital Management Group, Inc. 0.01% Reduce -11.7% 2,945 $1.4M
Great Lakes Retirement, Inc. 0.18% Add +6.3% 2,904 $1.4M
Rockline Wealth Management, LLC 0.37% Add +3.4% 2,897 $1.4M
Monte Financial Group, LLC 0.59% Reduce -1.1% 2,895 $1.4M
Waldron Private Wealth LLC 0.06% Add +0.2% 2,887 $1.4M
CENTRAL TRUST Co 0.03% Reduce -4.8% 2,873 $1.4M
Lecap Asset Management Ltd. 0.37% Reduce -25.6% 2,847 $1.3M
Avitas Wealth Management LLC 0.18% Add +0.8% 2,803 $1.3M
Westbourne Investment Advisors, Inc. 0.45% Reduce -7.0% 2,801 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +3.5% 2,766 $1.3M
AXS Investments LLC 0.37% Add +3.0% 2,757 $1.3M
Qtron Investments LLC 0.18% No change 2,757 $1.3M
Evermay Wealth Management LLC 0.20% No change 2,742 $1.3M
Verition Fund Management LLC 0.01% Add +90.6% 2,737 $1.3M
Simplex Trading, LLC 0.04% Add +28.7% 2,729 $1.3M
Capital Investment Advisors, LLC 0.03% New 2,726 $1.3M
Milestones Administradora de Recursos Ltda. 0.65% Reduce -40.2% 2,680 $1.3M
Loomis Sayles & Co. L P 0.00% Add +154.5% 2,675 $1.3M
Ballast Advisors LLC 0.39% Add +10.1% 2,651 $1.3M
Sepio Capital, LP 0.10% Reduce -8.5% 2,638 $1.2M
Tema ETFs LLC 0.51% — 2,611 $1.2M
Pinnacle Financial Partners Inc 0.03% No change 2,602 $1.2M
Key Financial Inc 0.28% Add +0.2% 2,570 $1.2M
Washington Trust Advisors, Inc. 0.10% No change 2,555 $1.2M
Principal Securities, Inc. 0.03% Add +7.0% 2,551 $1.2M
Smithfield Trust Co 0.06% No change 2,542 $1.2M
Anchor Investment Management, LLC 0.11% Reduce -17.0% 2,532 $1.2M
Accretive Wealth Partners, LLC 0.51% Reduce -1.3% 2,531 $1.2M
Bahl & Gaynor LLC 0.01% No change 2,527 $1.2M
First Hawaiian Bank 0.04% Add +0.3% 2,511 $1.2M
AlTi Global, Inc. 0.03% Add +9.2% 2,485 $1.2M
Assetmark, Inc. 0.00% Add +20.0% 2,487 $1.2M
Capital Analysts, LLC 0.05% Reduce -0.4% 2,475 $1.2M
Threadgill Financial, LLC 0.62% Add +40.6% 2,471 $1.2M
Horizon Investments, LLC 0.03% Add +1.2% 2,468 $1.2M
Heritage Family Offices, LLP 0.58% Add +7.2% 2,463 $1.2M
Asset Management Group, Inc. 0.21% No change 2,445 $1.2M
Redmond Asset Management, LLC 0.29% Add +3.1% 2,442 $1.2M
Townsquare Capital LLC 0.01% Add +4.9% 2,431 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.3% 2,421 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -71.8% 2,402 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -5.0% 2,341 $1.1M
Lake Street Advisors Group, LLC 0.05% Add +1.4% 2,316 $1.1M
Mufg Securities Americas Inc. 0.14% — 2,301 $1.1M
Profund Advisors LLC 0.04% Reduce -7.4% 2,301 $1.1M
Cypress Capital Group 0.13% Reduce -31.1% 2,290 $1.1M
Benin Management CORP 0.30% Add +26.8% 2,283 $1.1M
Chiron Investment Management, LLC 0.36% No change 2,265 $1.1M
Baader Bank Aktiengesellschaft 0.10% Reduce -49.3% 2,264 $1.1M
LVW Advisors, LLC 0.13% Reduce -0.5% 2,257 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -5.8% 2,253 $1.1M
UMB Bank, n.a. 0.02% Reduce -5.9% 2,253 $1.1M
Triangle Securities Wealth Management 0.27% Reduce -1.0% 2,232 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -1.2% 2,109 $1.0M
Freestone Grove Partners LP 0.01% — 2,196 $1.0M
Wedmont Private Capital 0.05% Add +7.3% 2,294 $1.0M
Erste Asset Management GmbH 0.01% Add +0.0% 2,172 $1.0M
Roberts Capital Advisors, LLC 0.87% No change 2,183 $1.0M
Maple Capital Management, Inc. 0.08% Reduce -1.2% 2,156 $1.0M
Panagora Asset Management Inc. 0.00% Add +60.5% 2,140 $1.0M
NewEdge Advisors, LLC 0.01% Add +61.0% 2,123 $1.0M
Smartleaf Asset Management LLC 0.10% Add +9.2% 2,113 $1.0M
Napa Wealth Management 0.43% New 2,109 $998K
Empirical Asset Management, LLC 0.33% Add +44.8% 4,420 $990K
Kerrisdale Advisers, LLC 0.33% No change 2,077 $983K
Lawson Kroeker Investment Management Inc. 0.18% No change 2,070 $980K
Sentry LLC 0.19% No change 2,042 $967K
J. W. Coons Advisors, LLC 0.25% Reduce -0.9% 2,028 $960K
Beacon Pointe Advisors, LLC 0.01% Reduce -21.2% 2,022 $957K
Axq Capital, LP 0.43% Add +208.6% 2,021 $957K
Ritholtz Wealth Management 0.03% Add +4.5% 2,020 $956K
Stonebridge Capital Management Inc. 0.39% No change 2,000 $947K
Enhancing Capital LLC 0.75% — 2,000 $947K
Choate Investment Advisors 0.02% Add +5.0% 1,991 $942K
Riversedge Advisors, LLC 0.21% Add +0.9% 1,951 $924K
Evergreen Capital Management LLC 0.03% Reduce -35.0% 1,934 $915K
Balefire, LLC 0.31% Reduce -1.1% 1,925 $910K
SRN Advisors, LLC 0.81% Reduce -13.7% 1,919 $908K
Whittier Trust Co. 0.01% Add +1.8% 1,886 $893K
Landscape Capital Management, L.L.C. 0.09% Reduce -3.1% 1,877 $889K
Fishman Jay A Ltd. 0.08% No change 1,875 $888K
Spirepoint Private Client, LLC 0.11% Reduce -5.0% 1,849 $875K
Atria Wealth Solutions, Inc. 0.01% Reduce -68.9% 1,842 $872K
Spinnaker Trust 0.05% No change 1,840 $871K
Cornerstone Planning Group LLC 0.21% Add +0.2% 1,755 $871K
Lido Advisors, LLC 0.01% Add +1.6% 1,840 $871K
Reynders McVeigh Capital Management, LLC 0.05% No change 1,831 $867K
Trust Asset Management LLC 0.07% No change 1,820 $862K
Legato Capital Management LLC 0.11% Reduce -53.6% 1,810 $857K
GKV Capital Management Co., Inc. 0.35% — 1,800 $852K
Institute for Wealth Management, LLC. 0.11% Reduce -0.5% 1,784 $845K
Resurgent Financial Advisors LLC 0.50% Add +29.3% 1,782 $844K
Verdence Capital Advisors LLC 0.07% Reduce -10.8% 1,779 $842K
Valeo Financial Advisors, LLC 0.02% Add +0.5% 1,772 $839K
Geller Advisors LLC 0.06% Add +1.0% 1,767 $836K
Venturi Wealth Management, LLC 0.04% Reduce -19.4% 1,747 $827K
High Net Worth Advisory Group LLC 0.23% No change 1,744 $826K
Novem Group 0.12% — 1,737 $823K
Syon Capital LLC 0.07% Add +4.0% 1,733 $820K
Walter & Keenan Wealth Management LLC /in/ 0.25% Add +0.4% 1,732 $820K
IFP Advisors, Inc 0.03% Reduce -0.5% 1,729 $820K
NorthRock Partners, LLC 0.03% Reduce -3.4% 1,728 $818K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -0.5% 1,717 $813K
Castle Rock Wealth Management, LLC 0.19% No change 1,547 $809K
Concourse Financial Group Securities, Inc. 0.05% Reduce -3.5% 1,651 $800K
Patriot Investment Management Group, Inc. 0.06% No change 1,689 $800K
Morningstar Investment Management LLC 0.06% No change 1,676 $793K
Patton Albertson Miller Group, LLC 0.11% No change 1,673 $792K
Cornercap Investment Counsel Inc. 0.25% New 1,671 $791K
Farringdon Capital, Ltd. 0.33% — 1,666 $789K
Ellevest, Inc. 0.04% Add +0.7% 1,645 $779K
Summit Financial, LLC 0.03% Add +1.4% 1,641 $777K
Personal Cfo Solutions, LLC 0.15% Reduce -8.8% 1,641 $777K
Westpac Banking Corp. 0.05% Reduce -0.7% 1,638 $775K
Argent Trust Co 0.03% Reduce -1.1% 1,634 $773K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,624 $769K
Cigna Investments Inc. 0.14% Reduce -0.8% 1,623 $768K
Stamos Capital Partners, L.P. 0.18% Add +207.7% 1,600 $757K
Exchange Traded Concepts, LLC 0.02% Add +44.4% 1,591 $753K
Farther Finance Advisors, LLC 0.03% Reduce -3.4% 1,588 $752K
Machina Capital S.A.S. 0.32% Reduce -67.7% 1,588 $752K
Guardian Capital LP 0.03% New 1,579 $747K
Centiva Capital, LP 0.03% Reduce -40.3% 1,578 $747K
Brookstone Capital Management 0.01% Reduce -2.2% 1,575 $745K
SG Americas Securities, LLC 0.00% Reduce -86.7% 1,571 $744K
Dodge & Cox 0.00% No change 1,566 $741K
Chronos Wealth Management, LLC 0.37% Reduce -3.4% 1,550 $734K
Evercore Wealth Management, LLC 0.01% Add +0.1% 1,540 $729K
Ashton Thomas Securities, LLC 0.20% Add +2.5% 1,534 $727K
OmniStar Financial Group, Inc. 0.58% Reduce -2.7% 1,525 $723K
Smart Money Group LLC 0.25% Add +2.8% 1,527 $723K
Quadrant Capital Group LLC 0.05% Add +3.2% 1,522 $720K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.3% 1,518 $719K
Sienna Gestion 0.05% No change 1,514 $717K
E Fund Management Co., Ltd. 0.04% Add +15.6% 1,509 $714K
Borer Denton & Associates, Inc. 0.25% No change 1,505 $712K
Fifth Third Wealth Advisors LLC 0.04% Add +2.2% 1,503 $711K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.7% 1,471 $696K
Clarius Group, LLC 0.05% Reduce -5.7% 1,467 $694K
Brave Asset Management Inc. 0.22% No change 1,463 $693K
Circle Wealth Management, LLC 0.01% Add +1.2% 1,448 $685K
GAMMA Investing LLC 0.06% Add +34.5% 1,436 $680K
Freedom Investment Management, Inc. 0.06% Add +15.9% 1,425 $675K
Commerzbank Aktiengesellschaft 0.02% Add +14.0% 1,403 $664K
Argyle Capital Management, LLC 0.26% No change 1,400 $663K
Smith Group Asset Management, LLC 0.05% Add +112.3% 1,397 $661K
Advisory Alpha, LLC 0.02% Add +14.0% 1,393 $660K
KG Capital Management 0.21% Add +12.6% 1,390 $658K
Aviso Financial Inc. 0.03% Add +1.3% 1,387 $657K
First Horizon Advisors, Inc. 0.02% Reduce -0.5% 1,376 $651K
Mather Group, Llc. 0.01% Reduce -16.4% 1,363 $645K
Snowden Capital Advisors LLC 0.02% Add +15.6% 1,360 $644K
Aptus Capital Advisors, LLC 0.01% Add +27.0% 1,347 $638K
SkyView Investment Advisors, LLC 0.10% Reduce -78.7% 1,343 $636K
Fulton Bank, N.A. 0.02% Add +5.8% 1,341 $635K
Checchi Capital Advisers, LLC 0.05% Add +0.8% 1,327 $628K
FineMark National Bank & Trust 0.02% Reduce -1.1% 1,326 $628K
Bar Harbor Wealth Management 0.04% Reduce -0.4% 1,321 $625K
EP Wealth Advisors, LLC 0.01% Add +104.2% 1,309 $620K
Prosperity Consulting Group, LLC 0.05% Add +4.2% 1,304 $617K
AE Wealth Management LLC 0.01% Add +9.5% 1,300 $616K
Proficio Capital Partners LLC 0.05% Add +94.7% 1,295 $613K
DDD Partners, LLC 0.08% Add +0.1% 1,292 $612K
DeDora Capital, Inc. 0.17% Reduce -1.2% 1,280 $606K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -7.3% 1,280 $606K
Empower Advisory Group, LLC 0.00% Add +6.3% 1,280 $606K
Fielder Capital Group LLC 0.19% New 1,270 $601K
Cornerstone Advisory, LLC 0.07% Add +2.2% 1,143 $598K
Seeds Investor LLC 0.17% Reduce -0.7% 1,261 $597K
Palisades Hudson Asset Management, L.P. 0.25% No change 1,258 $595K
Integrated Wealth Concepts LLC 0.01% Add +5.5% 1,241 $587K
Hilltop National Bank 0.18% Reduce -0.6% 1,231 $583K
Haverford Trust Co 0.01% Add +0.3% 1,226 $580K
Plato Investment Management Ltd 0.04% Add +113.9% 1,213 $576K
Abn Amro Investment Solutions 0.01% Reduce -17.5% 1,210 $573K
Curi Capital, LLC 0.01% Reduce -6.3% 1,208 $572K
Traveka Wealth, LLC 0.31% New 1,200 $568K
Fayez Sarofim & Co 0.00% No change 1,200 $568K
Park Edge Advisors, LLC 0.16% No change 1,190 $563K
HTLF Bank 0.06% No change 1,188 $562K
Synovus Financial Corp. 0.01% Add +9.4% 1,185 $561K
Aaron Wealth Advisors LLC 0.06% Add +5.1% 1,180 $559K
Mission Wealth Management, LP 0.01% Reduce -21.8% 1,177 $557K
Cross Staff Investments Inc 0.38% No change 1,162 $550K
Legacy Private Trust Co. 0.04% No change 1,160 $549K
Schechter Investment Advisors, LLC 0.04% Reduce -3.1% 1,160 $549K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -3.7% 1,157 $548K
Fidelis Capital Partners, LLC 0.05% Add +6.8% 1,093 $543K
Promethium Advisors,llc 0.37% Add +5.4% 1,146 $542K
Trust Co. of Vermont 0.03% No change 1,145 $542K
Abacus Planning Group, Inc. 0.09% Add +0.3% 1,131 $535K
Penserra Capital Management LLC 0.01% Add +50.2% 1,134 $535K
CX Institutional 0.02% Add +2.3% 1,113 $527K
Kentucky Retirement Systems Insurance Trust Fund 0.09% Add +44.5% 6,703 $526K
Conning Inc. 0.02% Add +42.2% 1,106 $524K
Wilkins Investment Counsel Inc. 0.08% No change 1,100 $521K
BSW Wealth Partners 0.08% Add +7.5% 1,100 $521K
Cache Advisors, LLC 0.22% — 1,096 $519K
Crestmont Private Wealth LLC 0.23% Add +2.5% 1,092 $517K
Virtus Investment Advisers, LLC 0.42% Add +109.4% 1,089 $516K
International Assets Investment Management, LLC 0.04% Reduce -28.6% 1,090 $515K
Brooklyn Investment Group 0.15% Reduce -0.6% 1,088 $515K
Silvercrest Asset Management Group LLC 0.00% New 1,071 $507K
Cozad Asset Management Inc. 0.05% No change 1,070 $507K
Stratos Wealth Advisors, LLC 0.02% Reduce -3.4% 1,069 $506K
Scientech Research LLC 0.14% Reduce -56.2% 1,065 $504K
Asahi Life Asset Management Co., LTD. 0.31% New 1,060 $502K
Howland Capital Management LLC 0.02% No change 1,053 $498K
Mayfair Advisory Group, LLC 0.29% Add +0.1% 1,051 $497K
DRW Securities, LLC 0.03% New 1,050 $497K
GTS Securities LLC 0.02% Reduce -76.5% 1,046 $495K
Carnegie Investment Counsel 0.01% No change 1,043 $494K
Kesler, Norman & Wride, LLC 0.11% New 1,038 $492K
Groupe la Francaise 0.01% — 1,036 $491K
Allworth Financial LP 0.00% Add +4.5% 1,001 $485K
Broadleaf Partners, LLC 0.11% No change 1,020 $483K
J.W. Cole Advisors, Inc. 0.02% Add +8.9% 1,019 $483K
PDS Planning, Inc 0.04% Reduce -3.0% 1,011 $479K
Relyea Zuckerberg Hanson LLC 0.06% Add +3.1% 1,010 $478K
Graypoint LLC 0.03% Add +3.2% 1,004 $475K
Howard Capital Management, LLC 0.01% Add +4.7% 1,003 $475K
Union Bancaire Privee, UBP SA 0.01% — 995 $474K
Texas Bank & Trust Co 0.20% — 1,000 $473K
Beese Fulmer Investment Management, Inc. 0.04% No change 1,000 $473K
Quintet Private Bank (Europe) S.A. 0.03% No change 1,000 $473K
Castleview Partners, LLC 0.25% Add +1.6% 998 $472K
Waverly Advisors, LLC 0.01% New 995 $471K
Capital Advisors, Ltd. LLC 0.06% Add +0.9% 993 $470K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -13.7% 986 $470K
Mattern Capital Management, LLC 0.06% Add +5.6% 988 $468K
Financial Advocates Investment Management 0.03% Reduce -1.9% 986 $467K
Penobscot Investment Management Company, Inc. 0.04% No change 985 $466K
Promus Capital, LLC 0.36% — 979 $463K
Shearwater Capital LLC 0.31% No change 964 $456K
Correct Capital Wealth Management 0.09% Add +0.1% 964 $456K
White Pine Capital LLC 0.15% Reduce -0.1% 961 $455K
iSAM Funds (UK) Ltd 0.34% Reduce -68.4% 960 $454K
Hutner Capital Management Inc. 0.22% Reduce -1.0% 959 $454K
New Century Financial Group, LLC 0.19% Reduce -6.6% 945 $453K
Clifford Swan Investment Counsel LLC 0.02% Reduce -19.4% 955 $452K
Baxter Bros Inc. 0.06% No change 949 $449K
Tributary Capital Management, LLC 0.03% Reduce -4.5% 945 $447K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.7% 943 $446K
VestGen Investment Management 0.12% Add +11.5% 942 $446K
Sagespring Wealth Partners, LLC 0.01% — 939 $445K
Compound Planning, Inc. 0.02% Add +54.3% 938 $444K
XTX Topco Ltd 0.04% New 933 $442K
Auto-Owners Insurance Co 0.01% No change 933 $442K
Sunflower Bank, N.A. 0.12% Add +3.1% 932 $441K
Pettee Investors, Inc. 0.22% No change 924 $437K
RFG Advisory, LLC 0.01% Reduce -10.4% 913 $432K
Procyon Advisors, LLC 0.03% Add +7.6% 907 $429K
Advisors Preferred, LLC 0.07% Reduce -18.6% 908 $429K
Pitcairn Co. 0.03% Add +0.3% 904 $428K
Everhart Financial Group, Inc. 0.09% Reduce -0.2% 902 $427K
Shelton Capital Management 0.01% No change 901 $427K
Kathleen S. Wright Associates Inc. 0.18% No change 900 $424K
Kenora Financial, LLC 0.17% Reduce -4.1% 893 $423K
Bradley Foster & Sargent Inc. 0.01% Reduce -17.5% 885 $419K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.2% 879 $416K
Pinnacle Associates Ltd. 0.01% Add +13.6% 878 $416K
Canandaigua National Trust Co of Florida 0.32% New 877 $415K
Twin Peaks Wealth Advisors, LLC 0.18% Add +1.3% 876 $415K
Fort Point Capital Partners LLC 0.05% Reduce -1.6% 876 $415K
Aprio Wealth Management, LLC 0.06% Add +11.5% 871 $412K
Fox Run Management, L.L.C. 0.07% Reduce -62.8% 869 $411K
Roanoke Asset Management Corp./ NY 0.13% No change 866 $410K
Mutual Advisors, LLC 0.01% Reduce -1.3% 853 $409K
Legacy Financial Advisors, Inc. 0.07% Add +1.5% 862 $408K
Flputnam Investment Management Co. 0.01% Reduce -0.2% 855 $405K
4J Wealth Management LLC 0.33% Add +0.3% 854 $404K
American National Bank & Trust 0.05% No change 854 $404K
PFG Advisors 0.02% No change 853 $404K
Outlook Wealth Advisors, LLC 0.12% Reduce -2.2% 851 $403K
Concurrent Investment Advisors, LLC 0.01% Reduce -6.4% 842 $399K
D.B. Root & Company, LLC 0.13% Add +1.1% 841 $398K
HUB Investment Partners, LLC 0.02% New 832 $394K
Western Wealth Management, LLC 0.02% Reduce -2.4% 822 $389K
Two Sigma Securities, LLC 0.07% Reduce -63.5% 819 $388K
Manchester Capital Management LLC 0.04% Reduce -0.1% 817 $387K
Kera Capital Partners, Inc. 0.11% — 815 $386K
Baldwin Wealth Partners LLC 0.03% No change 815 $386K
Addison Advisors LLC 0.11% Reduce -0.6% 811 $384K
Boltwood Capital Management 0.12% No change 810 $383K
Balboa Wealth Partners 0.09% Add +0.4% 806 $382K
Board of the Pension Protection Fund 0.44% — 800 $379K
Woodmont Investment Counsel LLC 0.03% No change 800 $379K
Atwood & Palmer Inc. 0.03% No change 800 $379K
Banco BTG Pactual S.A. 0.09% No change 800 $378K
Grey Ledge Advisors, LLC 0.10% Add +0.3% 796 $377K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.1% 795 $376K
Avestar Capital, LLC 0.03% Add +9.1% 793 $375K
Fenimore Asset Management Inc 0.01% No change 787 $373K
Kingsview Wealth Management, LLC 0.01% Add +8.3% 782 $370K
TrinityBridge Ltd 0.01% No change 775 $367K
Heritage Trust Co 0.04% — 775 $367K
Lindbrook Capital, LLC 0.03% Add +1.2% 773 $366K
Highland Capital Management, LLC 0.02% No change 773 $366K
Values Added Financial LLC 0.21% Add +1.9% 764 $362K
Simmons Bank 0.03% Reduce -1.9% 759 $359K
Independence Bank of Kentucky 0.06% No change 758 $359K
Ascentis Independent Advisors 0.07% Reduce -46.4% 748 $354K
McGlone Suttner Wealth Management, Inc. 0.06% Add +3.2% 746 $353K
Integrated Advisors Network LLC 0.02% Add +8.1% 745 $353K
111 Capital 0.07% — 743 $352K
McLean Asset Management Corp 0.11% Add +0.8% 742 $351K
Silvia McColl Wealth Management, LLC 0.26% No change 742 $351K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 741 $351K
Carson Advisory Inc. 0.24% Add +2.9% 741 $351K
Alpha DNA Investment Management LLC 0.19% New 741 $351K
Guyasuta Investment Advisors Inc. 0.02% No change 733 $347K
Cyndeo Wealth Partners, LLC 0.02% No change 723 $342K
FourThought Financial Partners, LLC 0.04% New 722 $342K
Forum Financial Management, LP 0.01% Add +17.0% 722 $342K
Delta Investment Management, LLC 0.07% Add +0.1% 719 $340K
Blueshift Asset Management, LLC 0.12% Reduce -58.2% 717 $339K
Capital Group Private Client Services, Inc. 0.00% No change 715 $338K
Gladstone Institutional Advisory LLC 0.02% Add +0.8% 712 $337K
Gryphon Financial Partners LLC 0.05% Reduce -33.9% 705 $334K
Optimize Financial Inc. 0.25% — 701 $332K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.13% Reduce -30.0% 700 $331K
Entropy Technologies, LP 0.03% Reduce -88.1% 700 $331K
NBT Bank, N.A. 0.02% No change 698 $330K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.4% 697 $330K
Ascent Group, LLC 0.02% Add +18.1% 693 $328K
Hilltop Holdings Inc. 0.02% Add +6.8% 691 $327K
Angeles Investment Advisors, LLC 0.02% Reduce -6.9% 690 $327K
Adero Partners, LLC 0.02% Add +3.9% 686 $325K
Tudor Investment Corporation 0.00% Reduce -82.0% 685 $324K
Rothschild Investment LLC 0.02% No change 681 $322K
Atlanta Consulting Group Advisors, LLC 0.12% Reduce -0.4% 678 $321K
Plotkin Financial Advisors, LLC 0.19% No change 677 $320K
West Family Investments, Inc. 0.11% Reduce -0.9% 675 $320K
Atala Financial Inc 0.22% — 669 $317K
Maverick Capital 0.01% Reduce -84.9% 665 $315K
Everpar Advisors LLC 0.16% Reduce -3.8% 661 $313K
AMJ Financial Wealth Management 0.09% New 659 $312K
Hamilton Capital, LLC 0.02% Add +2.8% 659 $312K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 659 $312K
Sentry Investment Management LLC 0.15% Reduce -14.1% 654 $310K
Flagship Harbor Advisors, LLC 0.02% Add +0.1% 651 $308K
Cherokee Insurance Co 0.14% — 650 $308K
Winslow Capital Management, LLC 0.00% Reduce -9.3% 644 $305K
Mgo One Seven LLC 0.01% Add +0.2% 643 $304K
Saybrook Capital 0.08% No change 643 $304K
Dunhill Financial, LLC 0.14% Add +1.3% 642 $304K
Accurate Wealth Management, LLC 0.06% Add +17.6% 668 $303K
EWG Elevate Inc. 0.09% Add +2.1% 636 $301K
Net Worth Advisory Group 0.09% Reduce -2.3% 634 $300K
Belpointe Asset Management LLC 0.02% New 608 $297K
Howe & Rusling Inc. 0.03% No change 625 $296K
Meridian Wealth Management, LLC 0.01% Add +41.4% 625 $296K
Great Lakes Advisors, LLC 0.00% Reduce -10.6% 624 $295K
ICONIQ Capital, LLC 0.00% Add +23.2% 621 $294K
Birch Hill Investment Advisors LLC 0.01% No change 620 $293K
Twin Lakes Capital Management, LLC 0.19% No change 619 $293K
Quotient Wealth Partners, LLC 0.01% Add +4.4% 618 $293K
Magnus Financial Group LLC 0.03% No change 613 $290K
Simon Quick Advisors, LLC 0.02% Add +14.7% 610 $289K
Invictus Private Wealth, LLC 0.02% Reduce -19.1% 610 $289K
Claret Asset Management Corp 0.05% Add +0.7% 607 $287K
Sage Mountain Advisors LLC 0.02% Reduce -10.8% 606 $287K
Essex Financial Services, Inc. 0.02% Reduce -0.7% 605 $286K
Wulff, Hansen & Co. 0.27% Reduce -9.0% 605 $286K
Morris Financial Concepts, Inc. 0.12% No change 605 $286K
Childress Capital Advisors, LLC 0.08% Reduce -1.1% 605 $286K
HCR Wealth Advisors 0.04% Add +0.3% 602 $285K
Resolute Wealth Strategies, LLC 0.15% No change 600 $284K
White Knight Strategic Wealth Advisors, LLC 0.12% New 600 $284K
Pathway Financial Advisors LLC 0.07% No change 600 $284K
EagleClaw Capital Managment, LLC 0.04% No change 600 $284K
Caldwell Trust Co 0.03% No change 600 $284K
First National Bank & Trust Co. of Newtown 0.06% No change 600 $284K
Wedbush Securities Inc. 0.01% New 597 $283K
Ashton Thomas Private Wealth, LLC 0.01% New 597 $283K
WMS Partners, LLC 0.02% New 595 $282K
Nebula Research & Development LLC 0.03% Add +26.9% 595 $282K
SBI Securities Co., Ltd. 0.01% — 594 $281K
L2 Asset Management, LLC 0.06% Reduce -18.0% 593 $281K
Little House Capital LLC 0.08% Reduce -4.1% 591 $280K
Stanley-Laman Group, Ltd. 0.04% Reduce -0.3% 582 $276K
Kathmere Capital Management, LLC 0.02% Reduce -1.4% 581 $275K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +1160.9% 580 $275K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $274K
Tyche Wealth Partners LLC 0.06% Add +0.2% 577 $273K
Boston Family Office LLC 0.02% Add +21.0% 576 $273K
OLIO Financial Planning 0.10% Reduce -73.0% 574 $272K
denkapparat Operations GmbH 0.40% — 574 $272K
Diametric Capital, LP 0.18% New 564 $267K
Trust Point Inc. 0.02% Add +7.4% 563 $267K
Campbell & CO Investment Adviser LLC 0.02% Reduce -95.4% 562 $266K
Wayfinding Financial, LLC 0.14% New 563 $266K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.4% 560 $265K
R Squared Ltd 0.26% — 560 $265K
Harvest Fund Management Co., Ltd 0.01% No change 560 $265K
EverSource Wealth Advisors, LLC 0.01% Add +5.3% 559 $265K
Regent Peak Wealth Advisors LLC 0.06% Add +1.8% 558 $264K
Rice Hall James & Associates, LLC 0.01% No change 558 $264K
Busey Bank 0.01% Add +1.5% 557 $264K
GWN Securities Inc. 0.07% — 534 $261K
Dearborn Partners LLC 0.01% New 546 $258K
Sharkey, Howes & Javer 0.04% No change 538 $255K
J2 Capital Management Inc 0.24% — 537 $254K
Keel Point, LLC 0.02% Reduce -7.4% 535 $253K
Cypress Asset Management Inc. 0.06% Reduce -0.9% 535 $253K
Moneco Advisors, LLC 0.03% Add +16.6% 535 $253K
Longboard Asset Management, LP 0.67% — 534 $253K
CMH Wealth Management LLC 0.06% No change 533 $252K
Prosperity Wealth Management, Inc. 0.10% No change 533 $252K
Cable Hill Partners, LLC 0.03% No change 531 $251K
Reliant Investment Management, LLC 0.11% No change 528 $250K
Principle Wealth Partners LLC 0.02% No change 525 $249K
Alta Advisers Ltd 0.15% Add +2.2% 511 $242K
Alpha Cubed Investments, LLC 0.01% Reduce -4.1% 511 $242K
626 Financial, LLC 0.13% Reduce -31.1% 510 $241K
Wick Capital Partners, LLC 0.07% No change 510 $241K
Crestwood Advisors Group, LLC 0.00% Add +15.2% 508 $241K
Panoramic Capital Partners, LLC 0.21% — 508 $240K
Family Firm, Inc. 0.05% Add +0.2% 504 $239K
Valmark Advisers, Inc. 0.00% Add +6.1% 503 $238K
Shum Financial Group, Inc. 0.20% No change 500 $237K
Garrison Point Advisors, LLC 0.11% New 500 $237K
Burke & Herbert Bank & Trust Co. 0.06% No change 500 $237K
Levin Capital Strategies, L.P. 0.02% New 500 $237K
D'Orazio & Associates, Inc. 0.03% Add +1.4% 499 $236K
Baker Tilly Wealth Management, LLC 0.09% Add +4.4% 496 $235K
Fire Capital Management LLC 0.17% — 495 $234K
Level Four Advisory Services, LLC 0.01% Reduce -18.9% 494 $234K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.6% 493 $233K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -14.0% 491 $233K
USA Financial Formulas 0.04% New 491 $232K
Florida Trust Wealth Management Co 0.01% New 486 $230K
Compton Wealth Advisory Group, LLC 0.06% No change 484 $229K
CVA Family Office, LLC 0.04% Add +4.1% 483 $229K
William Howard & Co Financial Advisors Inc 0.20% No change 475 $225K
Tocqueville Asset Management L.P. 0.00% Add +1.1% 475 $225K
Marcum Wealth, LLC 0.02% Add +0.6% 474 $224K
Fisher Asset Management 0.00% New 471 $223K
Cromwell Holdings LLC 0.13% No change 471 $223K
Brave Warrior Advisors 0.01% No change 471 $223K
Private Trust Co. NA 0.02% Reduce -5.8% 469 $222K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.4% 468 $222K
Ewa, LLC 0.08% Reduce -2.3% 464 $220K
Allen Capital Group, LLC 0.03% New 463 $219K
Edge Financial Advisors LLC 0.20% Reduce -8.1% 463 $219K
First Affirmative Financial Network 0.13% New 462 $219K
Human Investing LLC 0.04% No change 461 $218K
Journey Strategic Wealth LLC 0.01% Add +0.4% 459 $217K
Peapack Gladstone Financial Corp. 0.00% Reduce -5.4% 459 $217K
Harbour Investments, Inc. 0.01% No change 456 $216K
Rossby Financial, LCC 0.14% — 451 $213K
Advus Financial Partners, LLC 0.06% No change 451 $213K
Catalyst Financial Partners LLC 0.04% Add +5.1% 451 $213K
Chesapeake Wealth Management 0.07% Reduce -14.3% 450 $213K
Wealth Advisory Solutions, LLC 0.06% New 446 $211K
Convergence Financial, LLC 0.04% Reduce -5.4% 441 $209K
Savvy Advisors, Inc. 0.02% New 432 $205K
Grove Bank & Trust 0.03% Add +13.4% 432 $204K
Prelude Capital Management, LLC 0.02% New 428 $203K
Avidian Wealth Enterprises, LLC 0.01% New 427 $202K
Baron Wealth Management LLC 0.10% New 427 $202K
Gilbert & Cook, Inc. 0.03% New 423 $200K
Global Retirement Partners, LLC 0.01% Reduce -3.0% 422 $200K
Crews Bank & Trust 0.03% — 421 $199K
Arlington Trust Co LLC 0.04% No change 415 $196K
Clean Yield Group 0.06% No change 402 $190K
Quent Capital, LLC 0.02% Reduce -2.7% 402 $190K
Birchbrook, Inc. 0.11% No change 400 $189K
Cary Street Partners Financial LLC 0.01% — 393 $186K
WPG Advisers, LLC 0.17% — 391 $185K
Stance Capital LLC 0.11% — 388 $184K
Catalyst Capital Advisors LLC 0.00% Add +384.0% 363 $172K
Parkside Financial Bank & Trust 0.02% Add +2.3% 351 $166K
TD Private Client Wealth LLC 0.00% Reduce -88.0% 351 $166K
Islay Capital Management, LLC 0.11% Reduce -17.6% 324 $153K
Matrix Trust Co 0.03% New 324 $153K
SouthState Bank Corp 0.01% No change 322 $152K
Salem Investment Counselors Inc. 0.00% Reduce -1.9% 312 $148K
CoreCap Advisors, LLC 0.01% Add +2.7% 304 $144K
Berbice Capital Management LLC 0.11% — 300 $142K
JNBA Financial Advisors 0.01% No change 300 $142K
Hexagon Capital Partners LLC 0.03% Reduce -8.3% 297 $141K
Eastern Bank 0.00% No change 295 $140K
Blue Trust, Inc. 0.00% Reduce -80.9% 283 $134K
Geneos Wealth Management Inc. 0.00% Add +3.7% 281 $133K
State of Wyoming 0.02% New 267 $126K
Resources Management Corp. /CT/ 0.02% No change 266 $126K
Evergreen Private Wealth LLC 0.06% Add +0.4% 258 $122K
Morse Asset Management, Inc 0.03% New 258 $122K
AdvisorNet Financial, Inc 0.01% Reduce -9.9% 256 $121K
Your Advocates Ltd., LLP 0.05% Reduce -15.7% 253 $120K
North Star Investment Management Corp. 0.01% No change 244 $116K
Sound Income Strategies, LLC 0.01% Reduce -1.3% 235 $111K
Versant Capital Management, Inc 0.02% Add +206.6% 233 $110K
Acropolis Investment Management, LLC 0.01% No change 228 $108K
TFC Financial Management, Inc. 0.02% Reduce -6.5% 216 $102K
Group One Trading LLC 0.00% Reduce -86.8% 213 $101K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -63.8% 212 $100K
Raleigh Capital Management Inc. 0.04% Reduce -3.7% 207 $98K
Mb, Levis & Associates, LLC 0.05% No change 200 $95K
Deseret Mutual Benefit Administrators 0.05% Reduce -7.6% 194 $92K
Kestra Investment Management, LLC 0.00% New 191 $90K
Sandy Spring Bank 0.00% Add +6.9% 186 $88K
Coston, McIsaac & Partners 0.03% No change 181 $85K
Maj Invest Holding A/S 0.00% New 180 $85K
LGT Financial Advisors LLC 0.18% New 175 $83K
Evelyn Partners Investment Management LLP 0.00% — 170 $80K
E Fund Management (Hong Kong) Co., Ltd. 0.06% Add +52.3% 169 $80K
Darwin Wealth Management, LLC 0.03% Reduce -24.3% 159 $75K
Center for Financial Planning, Inc. 0.01% No change 158 $75K
Silvant Capital Management LLC 0.00% No change 157 $74K
Whipplewood Advisors, LLC 0.04% — 155 $73K
Princeton Global Asset Management LLC 0.01% No change 154 $73K
Aspetuck Financial Management LLC 0.06% — 150 $71K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 150 $71K
Vision Financial Markets LLC 0.07% — 141 $67K
Mizuho Bank, Ltd. 0.02% New 140 $66K
Hemington Wealth Management 0.02% Add +12.4% 136 $64K
Bell Investment Advisors, Inc 0.01% No change 132 $62K
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 0.00% No change 125 $59K
Geo Capital Gestora de Recursos Ltd 0.07% No change 122 $58K
Larson Financial Group LLC 0.00% Add +80.6% 121 $57K
Advantage Trust Co 0.03% Reduce -14.3% 114 $54K
Van Hulzen Asset Management, LLC 0.00% New 113 $53K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 112 $53K
Ancora Advisors LLC 0.00% Add +2.9% 106 $50K
City State Bank 0.02% No change 106 $50K
Sunbelt Securities, Inc. 0.00% Reduce -5.5% 103 $49K
Compass Wealth Management LLC 0.01% No change 102 $48K
Sachetta, LLC 0.02% Add +1.0% 101 $48K
Activest Wealth Management 0.01% New 100 $47K
MV Capital Management, Inc. 0.01% Reduce -1.0% 100 $47K
Zions Bancorporation, N.A. 0.00% Reduce -49.0% 99 $47K
Albion Financial Group 0.00% New 95 $45K
LRI Investments, LLC 0.00% Reduce -65.8% 92 $43K
Rise Advisors, LLC 0.02% Add +2.2% 92 $43K
Covestor Ltd 0.03% Add +21.3% 91 $43K
Asset Planning,Inc 0.03% — 88 $42K
Sugarloaf Wealth Management, LLC 0.01% No change 87 $41K
Ofi Invest Asset Management 0.00% — 90 $41K
Asset Dedication, LLC 0.00% No change 86 $41K
Ogorek Anthony Joseph /NY/ 0.01% No change 84 $39K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -93.1% 80 $38K
Physician Wealth Advisors, Inc. 0.01% New 80 $38K
Atticus Wealth Management, LLC 0.01% Reduce -34.8% 75 $36K
West Paces Advisors Inc. 0.01% No change 75 $36K
JFS Wealth Advisors, LLC 0.00% Add +1.4% 71 $34K
WR Wealth Planners, LLC 0.01% Reduce -21.7% 65 $31K
GW&K Investment Management, LLC 0.00% No change 64 $30K
Montag A & Associates Inc. 0.00% Reduce -59.3% 61 $29K
Wesleyan Assurance Society 0.00% No change 60 $28K
Bayforest Capital Ltd 0.04% — 59 $28K
Bogart Wealth, LLC 0.00% Add +7.4% 58 $27K
Financial Management Professionals, Inc. 0.00% No change 57 $27K
Caitlin John, LLC 0.02% No change 56 $27K
Colonial Trust Co / SC 0.00% Add +537.5% 51 $24K
Coppell Advisory Solutions LLC 0.00% Reduce -33.3% 50 $24K
Riverview Trust Co 0.02% Add +4.3% 49 $23K
Synergy Asset Management, LLC 0.00% New 48 $23K
Eagle Bay Advisors LLC 0.01% Reduce -17.5% 47 $22K
Rakuten Securities, Inc. 0.01% Add +666.7% 46 $22K
Meeder Asset Management Inc. 0.00% Reduce -6.1% 46 $22K
Oakworth Capital, Inc. 0.00% Reduce -35.7% 45 $21K
Investment Management Corp. /Va/ 0.02% — 44 $21K
Wingate Wealth Advisors, Inc. 0.02% — 40 $19K
Private Wealth Management Group, LLC 0.01% No change 39 $19K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -7.1% 39 $18K
Colonial Trust Advisors 0.00% No change 38 $18K
Clearstead Trust, LLC 0.00% No change 38 $18K
Central Pacific Bank - Trust Division 0.00% New 38 $18K
Abound Wealth Management 0.01% Reduce -5.1% 37 $18K
Transce3nd, LLC 0.01% — 36 $17K
Measured Risk Portfolios, Inc. 0.02% — 34 $16K
Avior Wealth Management, LLC 0.00% Reduce -2.9% 33 $16K
Fortitude Family Office, LLC 0.01% No change 31 $15K
REAP Financial Group, LLC 0.00% Add +3.3% 31 $14K
Silicon Valley Capital Partners 0.00% No change 30 $14K
Sierra Ocean, LLC 0.01% — 29 $14K
Financial Life Planners 0.01% — 28 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $13K
Raffa Wealth Management, LLC 0.00% No change 28 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 28 $13K
Aspect Partners, LLC 0.01% No change 27 $13K
Global Financial Private Client, LLC 0.00% Add +12.5% 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
Carolinas Wealth Consulting LLC 0.00% No change 25 $12K
Avalon Trust Co 0.00% No change 25 $12K
Kings Path Partners LLC 0.01% No change 25 $12K
Logan Capital Management Inc. 0.00% No change 23 $11K
Hurley Capital, LLC 0.01% — 20 $10K
Avion Wealth 0.00% Reduce -8.0% 23 $10K
Oarsman Capital, Inc. 0.00% Add +10.5% 21 $10K
Rialto Wealth Management, LLC 0.00% — 20 $9K
FSA Wealth Management LLC 0.00% No change 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
Motco 0.00% Reduce -99.0% 16 $8K
Hollencrest Capital Management 0.00% No change 16 $8K
Murphy & Mullick Capital Management Corp 0.01% — 14 $7K
Glen Eagle Advisors, LLC 0.00% No change 14 $7K
FPC Investment Advisory, Inc. 0.00% New 13 $6K
PFS Partners, LLC 0.00% No change 13 $6K
Conquis Financial LLC 0.01% — 13 $6K
HighMark Wealth Management LLC 0.00% No change 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
Highline Wealth Partners LLC 0.00% Reduce -7.7% 12 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $6K
Centricity Wealth Management, LLC 0.01% — 12 $6K
Creekmur Asset Management LLC 0.00% No change 11 $5K
Continuum Advisory, LLC 0.00% Add +175.0% 11 $5K
Nemes Rush Group LLC 0.00% New 11 $5K
NewSquare Capital LLC 0.00% New 11 $5K
High Note Wealth, LLC 0.00% New 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
Bruce G. Allen Investments, LLC 0.00% No change 9 $4K
Clark Wealth Partners 0.00% — 9 $4K
Cassady Schiller Wealth Management, LLC 0.00% New 9 $4K
Evelyn Partners Asset Management Ltd 0.00% — 9 $4K
WealthTrak Capital Management LLC 0.00% — 8 $4K
MPWM Advisory Solutions, LLC 0.00% — 8 $4K
Valued Wealth Advisors LLC 0.00% Reduce -20.0% 8 $4K
Synergy Investment Management, LLC 0.00% — 8 $4K
SJS Investment Consulting Inc. 0.00% Reduce -11.1% 8 $4K
Chilton Capital Management LLC 0.00% Reduce -12.5% 7 $3K
Westside Investment Management, Inc. 0.00% No change 7 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $3K
Truvestments Capital LLC 0.00% No change 6 $3K
Johnson Financial Group, Inc. 0.00% Reduce -98.7% 5 $2K
Principia Wealth Advisory, LLC 0.00% — 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Bangor Savings Bank 0.00% New 5 $2K
Carolina Wealth Advisors, LLC 0.00% No change 4 $2K
Nvwm, LLC 0.00% No change 4 $2K
Winnacle Wealth LLC 0.00% — 4 $2K
TD Capital Management LLC 0.00% New 3 $1K
Cranbrook Wealth Management, LLC 0.00% New 3 $1K
Kimelman & Baird, LLC 0.00% No change 3 $1K
Horizon Financial Services, LLC 0.00% No change 3 $1K
BankPlus Trust Department 0.00% — 3 $1K
Lee Danner & Bass Inc. 0.00% New 3 $1K
Heritage Wealth Advisors 0.00% No change 3 $1K
WestEnd Advisors, LLC 0.00% No change 3 $1K
1620 Investment Advisors, Inc. 0.00% No change 3 $1K
Winthrop Capital Management, LLC 0.00% New 3 $1K
Wood Tarver Financial Group, LLC 0.00% — 4 $1K
Capital A Wealth Management, LLC 0.00% — 2 $947
Parkworth Wealth Management, Inc. 0.00% — 2 $947
POM Investment Strategies, LLC 0.00% No change 2 $947
Sugar Maple Asset Management, LLC 0.00% New 2 $947
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.00% — 2 $947
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $947
Golden State Wealth Management, LLC 0.00% — 2 $947
Chesapeake Asset Management LLC 0.00% Add +100.0% 2 $946
PEAK6 LLC 0.00% — 2 $887
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 1 $474
West Branch Capital LLC 0.00% No change 1 $474
Studio Investment Management LLC 0.00% No change 1 $474
Sittner & Nelson, LLC 0.00% New 1 $473
Creative Capital Management Investments LLC 0.00% No change 1 $473
Concord Wealth Partners 0.00% No change 1 $473
Country Trust Bank 0.00% No change 1 $473
Y.D. More Investments Ltd 0.00% Add +119.3% 193 $251

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