Moody'sMCO

13F holders, Q1 2025 (March 31)
1,315holders +13
112new positions
100sold out
20famous investors
$465.32avg. 13F price*

At the end of Q1 2025, 1,315 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 13 from Q4 2024. 112 opened new positions and 100 sold out. The largest holders were Berkshire Hathaway ($11.5B), BlackRock, Inc. ($7.2B) and Vanguard Group Inc. ($6.9B). 20 famous investors held it, including Chris Hohn (14.1% of TCI Fund Management's portfolio), Dev Kantesaria (13.9% of Valley Forge Capital Management's portfolio) and Chuck Akre (10.9% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions112$176.5M
Exits100$135.8M

All 13F filers, Q4 2024 → Q1 2025: 7,985,080 shares bought and 6,638,501 shares sold, net +1,346,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,315 holders

Berkshire Hathaway 4.42% No change 24,669,778 $11.5B
BlackRock, Inc. 0.15% Add +9.0% 15,543,934 $7.2B
Vanguard Group Inc. 0.12% Add +0.8% 14,815,629 $6.9B
TCI Fund Management 14.13% Reduce -0.6% 13,163,107 $6.1B
State Street Corp. 0.14% Add +0.2% 7,217,838 $3.4B
FMR LLC 0.19% Add +6.3% 6,487,008 $3.0B
Geode Capital Management, LLC 0.14% Add +3.8% 3,819,333 $1.8B
Bank of New York Mellon Corp 0.25% Reduce -3.4% 2,718,296 $1.3B
Fiera Capital Corp 4.27% Reduce -16.4% 2,539,825 $1.2B
Akre Capital Management 10.90% Reduce -20.9% 2,435,458 $1.1B
Morgan Stanley 0.08% Add +5.4% 2,383,838 $1.1B
PineStone Asset Management Inc. 7.37% Add +36.3% 2,095,469 $975.8M
Norges Bank 0.13% Reduce -5.9% 1,966,032 $915.6M
Northern Trust Corp. 0.12% Reduce -0.9% 1,761,100 $820.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +3.8% 1,651,495 $769.1M
Massachusetts Financial Services Co. 0.25% Add +9.7% 1,586,672 $738.9M
Jennison Associates LLC 0.51% Reduce -28.1% 1,569,087 $730.7M
Goldman Sachs Group Inc. 0.14% Add +21.0% 1,530,582 $712.8M
Legal & General Group Plc 0.18% Add +3.9% 1,391,536 $648.0M
Longview Partners (Guernsey) LTD 4.96% Reduce -6.0% 1,323,918 $616.5M
Valley Forge Capital Management 13.94% No change 1,314,144 $612.0M
JPMorgan Chase & Co. 0.05% Add +1.8% 1,293,936 $602.6M
Rothschild & Co Wealth Management UK Ltd 8.52% Add +0.3% 1,086,565 $506.0M
Charles Schwab Investment Management Inc. 0.09% Add +3.4% 1,027,829 $478.6M
Royal Bank of Canada 0.11% Add +22.0% 1,022,408 $476.1M
Invesco Ltd. 0.09% Reduce -1.1% 1,018,027 $474.1M
Windacre Partnership LLC 7.05% No change 1,010,595 $470.6M
Altarock Partners LP 8.90% No change 950,905 $442.8M
Deutsche Bank AG 0.17% Reduce -8.5% 922,770 $429.7M
Amundi 0.16% Reduce -15.0% 962,262 $425.7M
Allen Investment Management, LLC 4.91% Reduce -2.7% 903,702 $420.8M
UBS Group AG 0.09% Add +37.7% 902,171 $420.1M
Ninety One UK Ltd 1.07% Reduce -45.4% 828,299 $385.7M
Ako Capital LLP 5.00% Add +26.5% 826,734 $385.0M
Dimensional Fund Advisors LP 0.09% Add +1.1% 805,267 $375.0M
Baillie Gifford & Co. 0.31% Reduce -6.2% 758,516 $353.2M
Neuberger Berman Group LLC 0.28% Reduce -3.1% 722,525 $336.5M
Nuveen, LLC 0.10% — 705,609 $328.6M
Russell Investments Group, Ltd. 0.44% Add +8.1% 685,446 $318.7M
Brown Advisory Inc. 0.45% Reduce -0.2% 678,507 $316.0M
Principal Financial Group Inc. 0.17% Reduce -11.1% 662,844 $308.7M
TD Asset Management Inc 0.28% Add +8.5% 658,443 $306.6M
Acadian Asset Management LLC 0.84% Add +29.9% 634,762 $295.6M
Bank of America Corp. 0.03% Add +16.3% 625,778 $291.4M
Barclays PLC 0.13% Add +35.8% 598,764 $278.8M
Storebrand Asset Management As 0.85% Reduce -0.9% 559,468 $260.5M
Franklin Resources Inc. 0.07% Reduce -5.9% 544,018 $253.3M
HSBC Holdings PLC 0.16% Add +11.9% 527,518 $244.8M
Marshfield Associates 5.18% Add +0.5% 513,899 $239.3M
Schroder Investment Management Group 0.24% Add +0.7% 509,944 $237.5M
Nordea Investment Management AB 0.24% Add +129.3% 505,059 $231.7M
Evergreen Quality Fund GP, Ltd. 8.62% Reduce -14.5% 495,200 $230.6M
Local Pensions Partnership Investment Ltd 4.48% Reduce -7.2% 483,968 $225.5M
Voya Investment Management LLC 0.29% Add +2.4% 471,212 $219.4M
Cantillon Capital Management LLC 1.39% Reduce -3.0% 459,857 $214.2M
Canoe Financial LP 3.35% Add +6.3% 449,042 $209.1M
Envestnet Asset Management Inc. 0.07% Add +70.0% 447,444 $208.4M
Sarasin & Partners LLP 2.25% Reduce -20.7% 445,990 $207.7M
National Pension Service 0.20% Add +6.3% 441,345 $205.5M
DF Dent & Co. Inc. 2.71% Reduce -3.5% 435,775 $202.9M
Janus Henderson Group PLC 0.11% Reduce -0.7% 424,313 $195.8M
Qube Research & Technologies Ltd 0.29% Add +128.2% 404,174 $188.2M
First Trust Advisors LP 0.17% Reduce -9.9% 402,867 $187.6M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -7.6% 373,560 $174.0M
T. Rowe Price Associates Inc. 0.02% Add +1.3% 369,778 $172.2M
Aviva PLC 0.38% Add +8.1% 340,481 $158.6M
Rhumbline Advisers 0.14% Add +1.4% 332,616 $154.9M
Robeco Institutional Asset Management B.V. 0.29% Add +4.1% 316,349 $147.3M
BLS Capital Fondsmaeglerselskab A/S 4.90% Reduce -24.2% 305,832 $142.4M
Employees Provident Fund Board 1.58% Add +8.3% 298,149 $138.8M
Newport Trust Company, LLC 0.35% Reduce -0.3% 296,190 $137.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +11.9% 284,008 $132.3M
California Public Employees Retirement System 0.09% Add +1.3% 282,681 $131.6M
Los Angeles Capital Management LLC 0.57% Reduce -0.6% 275,474 $128.3M
King Luther Capital Management Corp. 0.59% Reduce -3.0% 273,598 $127.4M
HighTower Advisors, LLC 0.17% Reduce -2.6% 265,404 $123.6M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -5.8% 255,197 $118.8M
California State Teachers Retirement System 0.15% Reduce -1.0% 252,237 $117.5M
Raymond James Financial Inc. 0.04% Reduce -23.7% 242,493 $112.9M
BNP Paribas Financial Markets 0.09% Reduce -30.8% 241,873 $112.6M
Skye Global Management LP 2.92% Add +29.7% 236,000 $109.9M
National Bank of Canada 0.13% Add +25.6% 229,559 $106.9M
Ameriprise Financial Inc. 0.03% Add +0.9% 229,343 $106.8M
Chilton Investment Co. Inc. 2.57% Add +6.3% 226,388 $105.4M
New York State Common Retirement Fund 0.15% Reduce -1.7% 226,011 $105.3M
Congress Asset Management Co. 0.79% Add +0.3% 225,512 $105.0M
Manning & Napier Advisors LLC 1.25% Reduce -2.0% 217,038 $101.1M
Markel Group 0.88% No change 213,890 $99.6M
Mitsubishi UFJ Trust & Banking Corp 0.26% Add +1.9% 211,551 $98.5M
Bristol Gate Capital Partners Inc. 4.54% Reduce -13.2% 199,665 $93.0M
Worldquant Millennium Advisors LLC 0.57% Add +5244.6% 193,690 $90.2M
Voloridge Investment Management, LLC 0.33% Add +869.2% 191,926 $89.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Reduce -12.8% 188,596 $87.8M
Flossbach Von Storch SE 0.36% Reduce -10.4% 180,643 $84.1M
Ycg, LLC 6.55% Reduce -0.8% 179,681 $83.7M
CANADA LIFE ASSURANCE Co 0.15% Add +3.6% 178,913 $83.5M
Millennium Management 0.08% Add +795.3% 178,653 $83.2M
Alliancebernstein L.P. 0.03% Add +3.5% 175,994 $82.0M
Bristol John W & Co. Inc. 1.38% Reduce -2.0% 173,565 $80.8M
Citigroup Inc. 0.06% Add +111.9% 171,205 $79.7M
Cercano Management LLC 2.33% Reduce -13.5% 170,169 $79.2M
Bank of Montreal 0.04% Reduce -11.6% 168,932 $78.7M
Natixis Advisors, LLC 0.14% Add +5.7% 167,689 $78.1M
Canada Pension Plan Investment Board 0.08% Add +36.9% 167,465 $78.0M
Barr E S & Co. 4.66% Reduce -0.9% 164,904 $76.8M
GFI Investment Counsel Ltd. 8.71% Reduce -0.3% 160,808 $74.9M
Man Group plc 0.22% Reduce -14.8% 155,563 $72.4M
Healthcare of Ontario Pension Plan Trust Fund 0.16% Add +495.6% 154,845 $72.1M
State Board of Administration of Florida Retirement System 0.14% No change 152,978 $71.2M
Armstrong Henry H Associates Inc. 6.80% Reduce -0.7% 150,569 $70.1M
PNC Financial Services Group, Inc. 0.04% Reduce -3.7% 147,986 $68.9M
Two Sigma Investments, LP 0.15% Add +106.9% 146,590 $68.3M
Two Sigma Advisers, LP 0.15% Add +1527.8% 146,500 $68.2M
Aberdeen Group plc 0.13% Reduce -6.6% 147,433 $67.9M
Wellington Management Group LLP 0.01% Add +3.9% 142,174 $66.2M
Assenagon Asset Management S.A. 0.12% Add +74.8% 138,472 $64.5M
CI Investments Inc. 0.27% Add +3.8% 136,343 $63.5M
Bowie Capital Management, LLC 3.10% Reduce -4.2% 131,189 $61.1M
Sei Investments Co. 0.08% Add +6.3% 131,169 $61.1M
Capital International Investors 0.01% Add +1.5% 128,673 $59.9M
LPL Financial LLC 0.02% Add +12.9% 127,928 $59.6M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -10.0% 127,254 $59.3M
New York State Teachers Retirement System 0.14% Reduce -4.8% 127,105 $59.2M
Rings Capital Management LLC 28.48% No change 120,000 $55.9M
Wells Fargo & Company 0.01% Add +8.8% 118,547 $55.2M
Schwartz Investment Counsel Inc. 1.89% No change 118,200 $55.0M
Banque Pictet & Cie SA 0.58% Reduce -2.7% 116,733 $54.4M
Renaissance Technologies 0.08% Reduce -9.2% 112,900 $52.6M
Allianz Asset Management GmbH 0.07% Add +148.4% 107,374 $50.0M
Pictet Asset Management Holding SA 0.06% Add +4.0% 107,030 $49.8M
Corient Private Wealth LP 0.08% Add +1.6% 106,946 $49.8M
DekaBank Deutsche Girozentrale 0.10% Reduce -0.4% 109,042 $49.6M
Baskin Financial Services Inc. 4.03% Reduce -1.2% 106,530 $49.6M
Caledonia Investments PLC 5.75% No change 106,050 $49.4M
Pinebridge Investments, L.P. 0.37% Add +13.8% 100,428 $46.8M
State of Wisconsin Investment Board 0.12% Reduce -0.2% 99,323 $46.3M
Korea Investment CORP 0.11% Reduce -12.3% 97,565 $45.4M
Credit Agricole S A 0.17% Reduce -58.1% 96,235 $44.8M
First Manhattan Co. Llc. 0.13% Reduce -3.6% 95,177 $44.3M
APG Asset Management N.V. 0.14% Reduce -4.6% 102,605 $44.2M
KBC Group NV 0.14% Add +6.5% 93,482 $43.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.5% 92,980 $43.3M
Teacher Retirement System of Texas 0.18% Add +0.6% 92,852 $43.2M
Mar Vista Investment Partners LLC 3.54% Reduce -12.2% 92,522 $43.1M
KLP Kapitalforvaltning As 0.21% Add +1.0% 90,061 $41.9M
AEGON ASSET MANAGEMENT UK Plc 0.61% Add +29.5% 89,873 $41.9M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -1.5% 87,070 $40.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.62% Add +10.3% 85,637 $39.9M
Ironvine Capital Partners, LLC 4.16% Reduce -3.1% 82,350 $38.3M
Danske Bank A/S 0.12% Reduce -12.6% 82,148 $38.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -27.9% 81,886 $38.1M
Triple Frond Partners LLC 5.14% Reduce -21.9% 81,627 $38.0M
Prudential Financial Inc. 0.05% Reduce -0.5% 80,120 $37.3M
Caisse de depot et placement du Quebec 0.08% Reduce -44.7% 79,595 $37.1M
Royal London Asset Management Ltd. 0.09% Add +9.4% 79,250 $36.9M
J. Safra Sarasin Holding AG 0.65% Add +5.1% 77,390 $36.0M
NS Partners Ltd 1.57% Add +0.9% 76,615 $35.7M
Bank of Nova Scotia 0.08% Reduce -23.4% 75,790 $35.3M
Summitry LLC 1.77% Add +1.4% 75,240 $35.0M
Public Employees Retirement System of Ohio 0.12% Reduce -2.5% 73,517 $34.2M
Treasurer of the State of North Carolina 0.13% Add +4.1% 72,335 $33.7M
SG Americas Securities, LLC 0.11% Add +4422.0% 71,040 $33.1M
Artisan Partners Limited Partnership 0.05% Reduce -2.1% 70,264 $32.7M
Bank Pictet & Cie (Europe) AG 0.78% Reduce -4.2% 70,258 $32.7M
Asset Management One Co., Ltd. 0.11% Add +7.9% 69,849 $32.5M
Mackenzie Financial Corp. 0.05% Reduce -50.3% 69,485 $32.4M
Nomura Asset Management Co. Ltd. 0.10% Add +4.0% 69,459 $32.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +1.4% 68,504 $31.9M
Swedbank AB 0.04% Reduce -0.4% 67,716 $31.5M
Quantum Capital Management, LLC / NJ 3.24% Reduce -1.6% 67,260 $31.3M
Nisa Investment Advisors, LLC 0.16% Reduce -0.3% 66,885 $31.1M
Zacks Investment Management 0.28% Add +2.7% 64,722 $30.1M
Citadel Advisors 0.03% Reduce -89.5% 64,613 $30.1M
Toronto Dominion Bank 0.08% Reduce -63.4% 64,318 $30.0M
Cullen/Frost Bankers, Inc. 0.40% Reduce -0.7% 61,918 $28.8M
M&T Bank Corp 0.10% Reduce -5.0% 61,662 $28.7M
Victory Capital Management Inc. 0.03% Reduce -5.8% 61,351 $28.6M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -7.2% 60,872 $28.3M
Burney Co./ 1.01% Add +317.7% 59,785 $27.8M
BRX Global LP 20.66% No change 59,743 $27.8M
Handelsbanken Fonder AB 0.11% Reduce -4.0% 59,486 $27.7M
1832 Asset Management L.P. 0.05% Add +39.3% 59,307 $27.6M
Mariner, LLC 0.05% Add +13.6% 59,204 $27.6M
Cobblestone Capital Advisors LLC 1.49% Add +0.4% 58,507 $27.2M
Agf Management Ltd. 0.14% Reduce -5.0% 58,452 $27.2M
Capital Fund Management S.A. 0.34% Add +144.2% 57,766 $26.9M
Macquarie Group Ltd. 0.03% Add +12.2% 57,362 $26.7M
Norris Perne & French LLP 2.01% Add +10.0% 57,050 $26.6M
Perigon Wealth Management, LLC 0.66% Reduce -0.1% 55,264 $25.7M
Renaissance Group LLC 1.12% New 54,721 $25.5M
STRS Ohio 0.11% Add +7.5% 54,582 $25.4M
Artemis Investment Management LLP 0.39% Reduce -12.5% 54,389 $25.3M
State of New Jersey Common Pension Fund D 0.11% Reduce -10.3% 54,269 $25.3M
Lansforsakringar Fondforvaltning AB (publ) 0.15% Reduce -3.1% 53,890 $25.1M
Resona Asset Management Co.,Ltd. 0.14% Add +7.8% 53,778 $25.0M
Focus Partners Wealth 0.06% Reduce -10.2% 53,651 $25.0M
Forsta Ap-Fonden 0.19% No change 53,300 $24.8M
NorthCoast Asset Management LLC 0.12% Add +236.6% 53,185 $24.8M
Ensign Peak Advisors, Inc 0.05% Reduce -21.9% 52,901 $24.6M
Hikari Power Ltd 1.95% No change 52,700 $24.5M
Gabelli Funds LLC 0.19% Add +1.5% 51,899 $24.2M
Rafferty Asset Management, LLC 0.10% Reduce -7.7% 50,751 $23.6M
Achmea Investment Management B.V. 0.34% Add +11.6% 50,669 $23.6M
State of Tennessee, Department of Treasury 0.09% Reduce -16.6% 50,657 $23.6M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -0.5% 50,314 $23.4M
BLI - Banque de Luxembourg Investments 0.70% Reduce -0.2% 49,900 $23.0M
UniSuper Management Pty Ltd 0.17% Add +1.5% 48,959 $22.8M
Welch & Forbes LLC 0.30% Add +1.3% 48,865 $22.8M
Comerica Bank 0.10% Add +44.9% 48,593 $22.6M
Gillson Capital LP 1.92% Reduce -45.5% 48,224 $22.5M
Arizona State Retirement System 0.14% Add +1.4% 47,859 $22.3M
Makena Capital Management LLC 2.29% Add +83.7% 47,665 $22.2M
Xponance LLC 0.21% Add +0.1% 47,587 $22.2M
Vancity Investment Management Ltd 3.03% — 47,441 $22.1M
MetLife Investment Management, LLC 0.12% Reduce -2.3% 47,147 $22.0M
Campbell Newman Asset Management Inc. 1.86% Add +0.1% 47,123 $21.9M
Fiduciary Group, LLC 2.17% Reduce -0.3% 46,572 $21.7M
Ninety One North America, Inc. 1.43% Reduce -48.0% 45,589 $21.2M
Kestra Advisory Services, LLC 0.10% Add +10.7% 44,797 $20.9M
State of Michigan Retirement System 0.12% Reduce -0.7% 44,606 $20.8M
Walter Public Investments Inc. 3.84% Add +5.6% 44,219 $20.6M
CIBC Private Wealth Group LLC 0.04% Add +1.7% 51,599 $20.5M
W1M Asset Management Ltd 1.75% Reduce -13.9% 43,749 $20.4M
Blair William & Co. 0.06% Reduce -2.9% 43,745 $20.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +0.9% 43,243 $20.1M
Select Equity Group, L.P. 0.09% Reduce -11.7% 43,117 $20.1M
Cerity Partners LLC 0.04% Reduce -2.2% 43,067 $20.1M
Squarepoint Ops LLC 0.05% Add +16.1% 42,389 $19.7M
Captrust Financial Advisors 0.05% Add +566.1% 41,581 $19.4M
Public Sector Pension Investment Board 0.08% Add +2.4% 41,422 $19.3M
Corebridge Financial, Inc. 0.11% Reduce -4.5% 40,989 $19.1M
Lazard Freres Gestion S.A.S. 0.44% New 39,215 $18.3M
Janney Montgomery Scott LLC 0.05% Reduce -1.0% 38,959 $18.1M
Candriam S.C.A. 0.11% Reduce -2.6% 38,686 $18.0M
Swiss Life Asset Management Ltd 0.13% Add +14.9% 37,791 $17.6M
Andra AP-fonden 0.29% Add +63.3% 37,400 $17.4M
NorthCrest Asset Manangement, LLC 0.52% Reduce -0.1% 36,970 $17.2M
AQR Capital Management 0.02% Add +120.8% 37,389 $17.1M
Eisler Capital Management Ltd. 0.51% New 36,750 $17.1M
GHP Investment Advisors, Inc. 0.82% Reduce -0.9% 36,703 $17.1M
CW Advisors, LLC 0.20% Add +10.6% 36,314 $16.9M
ProShare Advisors LLC 0.04% Reduce -2.0% 36,272 $16.9M
Baron Capital (BAMCO) 0.05% Reduce -4.5% 36,029 $16.8M
Gotham Asset Management 0.14% Add +38.5% 35,714 $16.6M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +4.3% 35,386 $16.6M
Czech National Bank 0.15% Add +5.2% 35,555 $16.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +6.8% 35,401 $16.5M
Amalgamated Bank 0.14% Add +1.3% 35,399 $16.5M
11 Capital Partners LP 5.41% Add +49.4% 35,010 $16.3M
Fifth Third Bancorp 0.06% Add +21.6% 34,845 $16.2M
Mediolanum International Funds Ltd 0.22% Add +6.2% 34,947 $16.1M
Progressive Investment Management Corp 4.50% Reduce -2.2% 34,511 $16.1M
Van Eck Associates Corp. 0.02% Add +1.9% 34,137 $15.9M
Raub Brock Capital Management LP 3.55% New 34,133 $15.9M
Federation des caisses Desjardins du Quebec 0.08% Add +155.6% 33,934 $15.8M
Retirement Systems of Alabama 0.06% Reduce -1.4% 33,265 $15.5M
Daiwa Securities Group Inc. 0.07% Add +4.0% 33,142 $15.4M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Add +136.2% 32,872 $15.3M
Engineers Gate Manager LP 0.26% Add +338.3% 32,775 $15.3M
Troy Asset Management Ltd 0.42% Reduce -83.2% 30,308 $15.2M
Jane Street Group, LLC 0.03% Add +43.8% 32,358 $15.1M
Varma Mutual Pension Insurance Co 0.13% Reduce -9.0% 32,266 $15.0M
Shell Asset Management Co. 0.71% Reduce -3.8% 32,073 $14.9M
Oxbow Advisors, LLC 1.60% Add +60.2% 31,809 $14.8M
Hikari Tsushin, Inc. 0.99% No change 31,689 $14.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -0.6% 31,189 $14.5M
Susquehanna Fundamental Investments, LLC 0.24% Add +56.6% 31,051 $14.5M
Liontrust Investment Partners LLP 0.23% Add +29.2% 31,024 $14.4M
Stifel Financial Corp. 0.02% Add +17.0% 30,900 $14.4M
Ingalls & Snyder LLC 0.47% Reduce -0.6% 30,489 $14.2M
DNB Asset Management AS 0.07% Reduce -0.8% 30,419 $14.2M
AXA S.A. 0.05% Reduce -72.9% 30,100 $14.0M
Prudential PLC 0.07% Reduce -7.5% 29,572 $13.8M
Aquatic Capital Management LLC 0.35% Add +88.2% 29,563 $13.8M
IFM Investors Pty Ltd 0.15% Reduce -0.6% 29,009 $13.5M
Bluegrass Capital Partners LP 11.58% Add +81.3% 29,000 $13.5M
Natixis 0.08% Reduce -52.7% 29,242 $13.5M
Cetera Investment Advisers 0.03% Add +27.2% 28,425 $13.2M
Marks Group Wealth Management, Inc 1.27% Add +1.5% 28,320 $13.2M
Creative Planning 0.01% Add +17.3% 28,188 $13.1M
American Century Companies Inc. 0.01% Add +22.8% 28,028 $13.1M
One Madison Group LLC 1.70% Reduce -44.0% 28,000 $13.0M
AMF Tjanstepension AB 0.10% No change 27,777 $12.9M
O'shaughnessy Asset Management, LLC 0.10% Add +5.0% 27,538 $12.8M
Pragma Gestao DE Patrimonio Ltd. 6.78% Add +0.7% 27,200 $12.7M
Aquamarine Capital (Aquamarine Zurich) 4.28% No change 27,000 $12.6M
Junto Capital Management LP 0.29% Reduce -72.7% 26,971 $12.6M
Crossmark Global Holdings, Inc. 0.22% Add +62.2% 26,424 $12.3M
USS Investment Management Ltd 0.09% Reduce -15.2% 26,285 $12.2M
Utah Retirement Systems 0.14% No change 26,177 $12.2M
Banco Santander, S.A. 0.13% Add +33.0% 25,672 $12.0M
Ethic Inc. 0.24% Add +0.9% 25,476 $11.9M
US Bancorp \de 0.02% Add +15.2% 25,477 $11.9M
Truist Financial Corp. 0.02% Reduce -5.5% 25,419 $11.8M
Vontobel Holding Ltd. 0.04% Reduce -5.7% 24,832 $11.6M
Pathstone Holdings, LLC 0.05% Add +5.8% 24,787 $11.5M
CIBC Asset Management Inc 0.04% Reduce -1.4% 24,374 $11.4M
Donaldson Capital Management, LLC 0.43% Add +5.6% 24,323 $11.3M
Scotia Capital Inc. 0.06% Add +14.3% 24,311 $11.3M
Square Wave Partners, L.P. 12.04% Reduce -2.4% 24,154 $11.2M
Square Wave Capital, LLC 12.04% Reduce -2.4% 24,154 $11.2M
Commonwealth Equity Services, LLC 0.02% Add +4.4% 23,870 $11.1M
Police & Firemen's Retirement System of New Jersey 0.11% Add +0.4% 23,099 $10.8M
Pelham Capital Ltd. 6.49% Add +36.6% 23,047 $10.7M
Quantinno Capital Management LP 0.07% Add +68.0% 22,951 $10.7M
New York Life Investment Management LLC 0.11% Reduce -1.1% 22,944 $10.7M
Evoke Wealth, LLC 0.28% Reduce -10.8% 22,827 $10.6M
FIL Ltd 0.01% Reduce -68.6% 22,739 $10.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -56.2% 22,737 $10.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +49.8% 22,532 $10.5M
Oppenheimer Asset Management Inc. 0.13% Add +2.4% 22,241 $10.4M
NatWest Group plc 3.04% New 22,136 $10.3M
MML Investors Services, LLC 0.03% Add +28.4% 22,042 $10.3M
Brasada Capital Management, LP 2.04% Reduce -3.9% 25,686 $10.2M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.3% 21,816 $10.2M
Vident Advisory, LLC 0.15% Add +304.4% 21,640 $10.1M
Park State Asset Management 6.16% Reduce -2.5% 21,619 $10.1M
D. E. Shaw & Co. 0.01% Reduce -19.2% 21,443 $10.0M
Dock Street Asset Management Inc. 1.16% Reduce -11.5% 21,100 $9.8M
Lazard Asset Management LLC 0.02% Add +27.5% 20,816 $9.7M
Nissay Asset Management Corp. /Japan 0.06% Add +0.7% 20,723 $9.7M
HWG Holdings LP 4.21% Add +104.6% 20,270 $9.4M
Calamos Wealth Management LLC 0.48% Add +0.0% 20,251 $9.4M
Carderock Capital Management Inc. 2.48% Add +1.6% 20,081 $9.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +6.1% 19,856 $9.2M
Vanguard Personalized Indexing Management, LLC 0.14% Add +5.8% 19,823 $9.2M
Elo Mutual Pension Insurance Co 0.21% Add +32.1% 19,757 $9.2M
Generali Asset Management SPA SGR 0.22% Add +1.2% 19,287 $9.0M
Empowered Funds, LLC 0.13% Add +108.5% 19,069 $8.9M
Cibc World Markets Corp. 0.07% Reduce -23.7% 19,050 $8.9M
LGT Group Foundation 0.12% Reduce -3.8% 18,846 $8.8M
LGT Fund Management Co Ltd. 0.79% Add +1.1% 18,813 $8.8M
Yousif Capital Management, LLC 0.10% Reduce -1.1% 18,676 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +14.5% 18,842 $8.7M
Ninety One SA (Pty) Ltd 1.60% Add +241.2% 18,762 $8.7M
Baird Financial Group, Inc. 0.02% Add +64.6% 18,502 $8.6M
Marsico Capital Management LLC 0.29% New 18,419 $8.6M
State of Alaska, Department of Revenue 0.10% Add +2.1% 18,140 $8.4M
Seilern Investment Management Ltd 0.55% Reduce -19.1% 18,019 $8.4M
Mutual of America Capital Management LLC 0.10% Reduce -3.6% 18,003 $8.4M
Tower Bridge Advisors 0.95% Reduce -4.2% 17,997 $8.4M
CenterBook Partners LP 0.53% Add +253.3% 17,721 $8.3M
Marshall Wace, LLP 0.01% Reduce -68.6% 17,528 $8.2M
QRG Capital Management, Inc. 0.08% Reduce -0.1% 17,383 $8.1M
Douglass Winthrop Advisors, LLC 0.15% Reduce -0.4% 17,216 $8.0M
Tokio Marine Asset Management Co. Ltd. 0.29% Add +2.7% 17,137 $8.0M
Illinois Municipal Retirement Fund 0.12% No change 17,136 $8.0M
Mitchell Sinkler & Starr 2.22% Reduce -3.7% 17,048 $7.9M
OP Asset Management Ltd 0.13% — 16,963 $7.9M
Crown Oak Advisors, LLC 3.87% Add +4.1% 16,468 $7.7M
Ghe, LLC 3.48% Reduce -1.3% 16,345 $7.6M
AdvisorShares Investments LLC 1.44% Reduce -0.9% 15,736 $7.4M
Kintegral Advisory, LLC 0.74% Reduce -0.3% 15,783 $7.3M
Stanley Capital Management, LLC 1.44% No change 15,758 $7.3M
K.J. Harrison & Partners Inc 1.43% Add +0.5% 15,675 $7.3M
Hudson Bay Capital Management LP 0.05% Reduce -38.7% 15,330 $7.1M
Metis Global Partners, LLC 0.20% Add +11.8% 15,041 $7.0M
East Coast Asset Management, LLC. 2.46% Reduce -1.3% 14,922 $6.9M
Fiduciary Alliance LLC 0.68% Add +3.8% 14,853 $6.9M
Americana Partners, LLC 0.26% No change 14,608 $6.8M
Oddo BHF Asset Management Sas 0.27% New 14,313 $6.7M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -0.1% 14,305 $6.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.43% Reduce -2.1% 14,300 $6.7M
Schonfeld Strategic Advisors LLC 0.04% Add +227.3% 14,299 $6.7M
Brown Brothers Harriman & Co. 0.05% Add +48.1% 14,278 $6.6M
Rakuten Investment Management, Inc. 0.03% — 14,378 $6.6M
Connecticut Wealth Management, LLC 0.35% No change 14,213 $6.6M
Mercer Global Advisors Inc. 0.02% Reduce -1.6% 14,183 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -77.2% 14,093 $6.6M
XXEC, Inc. 5.65% Reduce -2.9% 14,013 $6.5M
Blue Zone Wealth Advisors, LLC 1.81% Add +7.3% 13,988 $6.5M
Strategic Global Advisors, LLC 1.28% New 13,861 $6.5M
NEOS Investment Management LLC 0.12% Add +58.2% 13,738 $6.4M
Alps Advisors Inc. 0.04% Add +1.3% 13,719 $6.4M
ASR Vermogensbeheer N.V. 0.09% — 13,671 $6.4M
Penbrook Management LLC 4.80% No change 13,650 $6.4M
HB Wealth Management, LLC 0.05% Add +325.4% 13,533 $6.3M
Railway Pension Investments Ltd 0.09% New 13,300 $6.2M
Oregon Public Employees Retirement Fund 0.12% Reduce -0.7% 13,269 $6.2M
Graham Capital Management, L.P. 0.28% Add +87.1% 13,099 $6.1M
Woodline Partners LP 0.04% Add +39.7% 13,088 $6.1M
Ballentine Partners, LLC 0.10% Add +9.8% 13,003 $6.1M
Glenmede Trust Co. NA 0.03% Add +1.8% 12,960 $6.0M
Bellwether Advisors, LLC 1.25% Add +26.0% 12,883 $6.0M
National Philanthropic Trust 0.09% Reduce -0.1% 12,430 $5.8M
Raiffeisen Bank International AG 0.09% Add +7.1% 12,522 $5.8M
Mizuho Securities USA LLC 0.12% Reduce -16.1% 12,395 $5.8M
Central Bank & Trust Co. 0.96% Reduce -16.6% 12,276 $5.7M
GAMCO Investors 0.06% Add +13.0% 12,143 $5.7M
Rockefeller Capital Management L.P. 0.01% Reduce -0.3% 12,100 $5.6M
Avanza Fonder AB 0.18% Reduce -1.0% 11,935 $5.6M
Teachers Retirement System of the State of Kentucky 0.05% Add +3.8% 12,033 $5.6M
Impact Asset Management GmbH 2.19% Reduce -17.5% 12,010 $5.6M
Atria Investments, Inc 0.07% Add +46.6% 11,842 $5.5M
Midwest Professional Planners, LTD. 1.71% Reduce -3.5% 11,788 $5.5M
BNP Paribas 0.22% Reduce -1.5% 11,586 $5.4M
Unigestion Holding SA 0.31% Add +53.7% 11,214 $5.2M
Live Oak Private Wealth LLC 0.85% Add +0.6% 11,203 $5.2M
Altrafin AG 2.02% Reduce -0.4% 11,144 $5.2M
Vestmark Advisory Solutions, Inc. 0.13% Add +88.3% 11,085 $5.2M
Cloverfields Capital Group, LP 1.70% Reduce -7.9% 11,074 $5.2M
Wealthfront Advisers LLC 0.01% Reduce -2.1% 11,048 $5.1M
Lincoln Capital LLC 1.07% Reduce -0.8% 11,894 $5.1M
Roundview Capital LLC 0.37% Add +4.9% 10,889 $5.1M
Kentucky Retirement Systems 0.15% Add +0.3% 10,791 $5.0M
Fogel Capital Management, Inc. 2.69% Reduce -0.4% 10,720 $5.0M
Fiduciary Trust Co 0.07% Add +0.7% 10,696 $5.0M
Daiichi Life Insurance Co., Ltd. 0.14% Reduce -17.1% 10,645 $5.0M
Lansing Management LP 4.14% New 10,600 $4.9M
Sanctuary Advisors, LLC 0.03% Add +26.9% 10,579 $4.9M
Abacus FCF Advisors LLC 0.77% Add +2.1% 10,578 $4.9M
Titan Global Capital Management USA LLC 1.02% Reduce -6.4% 10,578 $4.9M
Keybank National Association 0.02% Add +11.7% 10,400 $4.8M
Threadgill Financial, LLC 2.55% Add +312.7% 10,198 $4.7M
Cornerstone Advisors, LLC 0.20% No change 10,100 $4.7M
Taikang Asset Management (Hong Kong) Co Ltd 0.64% No change 10,091 $4.7M
Taylor Hoffman Capital Management LLC 1.74% Add +0.5% 10,012 $4.7M
Smith Salley Wealth Management 0.31% Add +3.8% 10,075 $4.7M
KP Management LLC 1.79% No change 10,000 $4.7M
Jones Financial Companies LLLP 0.00% Add +30.7% 10,092 $4.7M
Verition Fund Management LLC 0.03% Add +262.4% 9,920 $4.6M
Insight Wealth Strategies, LLC 0.62% Reduce -0.2% 9,889 $4.6M
Brevan Howard Capital Management LP 0.13% Add +98.5% 9,807 $4.6M
Twin Tree Management, LP 0.10% New 9,625 $4.5M
OMERS ADMINISTRATION Corp 0.04% Add +39.7% 9,596 $4.5M
Ieq Capital, LLC 0.04% Add +2.2% 9,585 $4.5M
Gallo Partners, LP 2.97% New 9,547 $4.4M
iA Global Asset Management Inc. 0.08% Add +9.0% 9,497 $4.4M
Windmill Hill Asset Management Ltd 1.37% No change 9,491 $4.4M
Federated Hermes, Inc. 0.01% Add +72.6% 9,455 $4.4M
Hartford Investment Management Co. 0.15% Reduce -1.9% 9,441 $4.4M
Auto-Owners Insurance Co 0.12% Add +4738.5% 45,143 $4.4M
Gulf International Bank (UK) Ltd 0.15% Reduce -27.5% 9,371 $4.4M
Dark Forest Capital Management LP 0.20% Add +110.6% 9,276 $4.3M
Glenview Trust Co 0.08% Add +0.0% 9,227 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -61.5% 9,181 $4.3M
Bessemer Group Inc. 0.01% Add +97.3% 9,114 $4.2M
United Capital Financial Advisors, LLC 0.04% Add +8.7% 9,052 $4.2M
Hennion & Walsh Asset Management, Inc. 0.19% Add +5.5% 9,048 $4.2M
Bell Asset Management Ltd 0.77% Add +28.9% 8,985 $4.2M
Commerzbank Aktiengesellschaft 0.10% Add +537.6% 8,946 $4.2M
Banque Cantonale Vaudoise 0.18% — 8,938 $4.2M
UMB Bank, n.a. 0.07% Add +293.4% 8,864 $4.1M
Bridgewater Associates 0.02% Reduce -34.2% 8,808 $4.1M
Transamerica Financial Advisors, LLC 0.42% Reduce -2.1% 8,760 $4.1M
Tidal Investments LLC 0.03% Reduce -6.8% 8,730 $4.1M
Cibc World Market Inc. 0.01% Add +91.0% 8,631 $4.0M
Allianz SE 0.11% No change 8,590 $4.0M
Bretton Capital Management, LLC 3.66% No change 8,300 $3.9M
Louisiana State Employees Retirement System 0.08% Reduce -1.2% 8,300 $3.9M
Vinva Investment Management Ltd 0.15% Add +4.0% 8,375 $3.9M
Securian Asset Management, Inc. 0.12% Reduce -1.2% 8,265 $3.8M
Diversify Wealth Management, LLC 0.29% New 8,601 $3.8M
Benchstone Capital Management LP 0.40% Reduce -89.5% 8,144 $3.8M
Norinchukin Bank, The 0.07% Add +15.0% 8,074 $3.8M
Harbor Advisors LLC 0.65% No change 8,000 $3.7M
Citadel Investment Advisory, Inc. 1.83% No change 7,985 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -35.7% 7,899 $3.7M
Snowden Capital Advisors LLC 0.12% Add +474.0% 7,807 $3.6M
Rathbones Group PLC 0.02% Add +0.1% 7,800 $3.6M
Rehmann Capital Advisory Group 0.23% Reduce -0.1% 7,758 $3.6M
Yacktman Asset Management 0.05% No change 7,670 $3.6M
Atom Investors LP 0.43% Reduce -18.8% 7,519 $3.5M
Dorsey Wright & Associates 0.89% Add +1.4% 7,491 $3.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.4% 7,430 $3.5M
Maryland State Retirement & Pension System 0.08% Reduce -13.7% 7,389 $3.4M
Boston Trust Walden Corp 0.03% Reduce -1.3% 7,380 $3.4M
New Mexico Educational Retirement Board 0.12% Reduce -2.7% 7,292 $3.4M
Pine Valley Investments Ltd Liability Co 0.22% Reduce -7.9% 7,275 $3.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +10.3% 7,259 $3.4M
Slow Capital, Inc. 0.45% Add +1.5% 7,217 $3.4M
Sterling Investment Management, LLC 2.39% Add +34.9% 7,197 $3.4M
PGGM Investments 0.04% No change 7,132 $3.3M
Voleon Capital Management LP 0.26% Reduce -36.2% 7,125 $3.3M
Merit Financial Group, LLC 0.05% Add +89.7% 7,055 $3.3M
Wealthcare Advisory Partners LLC 0.09% Reduce -2.2% 7,050 $3.3M
E. Ohman J:or Asset Management AB 0.09% Reduce -2.8% 7,030 $3.3M
First National Advisers, LLC 0.52% Reduce -0.5% 6,988 $3.3M
ING Groep NV 0.02% Reduce -1.4% 6,943 $3.2M
Regions Financial Corp. 0.02% Add +19.4% 6,942 $3.2M
Inkwell Capital LLC 3.53% Reduce -0.6% 6,915 $3.2M
Syntegra Private Wealth Group, LLC 0.38% Add +0.0% 6,910 $3.2M
Van Strum & Towne Inc. 1.08% Add +44.9% 6,883 $3.2M
First National Bank of Omaha 0.22% Reduce -1.1% 6,870 $3.2M
Intech Investment Management LLC 0.03% Reduce -16.8% 6,867 $3.2M
Johnson Investment Counsel Inc. 0.03% Reduce -0.1% 6,825 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -9.2% 6,801 $3.2M
Kestra Private Wealth Services, LLC 0.05% Reduce -2.9% 6,800 $3.2M
Alphinity Investment Management Pty Ltd 0.02% No change 6,747 $3.1M
Connable Office Inc. 0.33% Reduce -4.0% 6,727 $3.1M
Greenleaf Trust 0.03% Reduce -0.3% 6,673 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +2.1% 6,666 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +2.1% 6,666 $3.1M
Huntington National Bank 0.03% Add +4.8% 6,636 $3.1M
Crawford Investment Counsel Inc. 0.05% Reduce -0.8% 6,565 $3.1M
Siemens Fonds Invest GmbH 0.21% Add +1.3% 6,429 $3.0M
Tema ETFs LLC 0.89% Add +145.5% 6,411 $3.0M
Chicago Partners Investment Group LLC 0.10% Reduce -14.9% 6,324 $3.0M
S-Bank Fund Management Ltd 0.55% — 6,317 $2.9M
AG2R La Mondiale Gestion D'actifs 0.16% — 6,099 $2.9M
Sterling Capital Management LLC 0.05% Reduce -7.6% 6,232 $2.9M
Commerce Bank 0.02% Reduce -4.3% 6,229 $2.9M
Crewe Advisors LLC 0.41% Reduce -3.2% 6,217 $2.9M
Patton Fund Management, Inc. 0.70% Reduce -23.0% 6,212 $2.9M
Van Den Berg Management I, Inc. 0.88% Reduce -0.9% 6,205 $2.9M
Fortis Capital Management LLC 0.56% Add +8.4% 6,185 $2.9M
Diversified Trust Co. 0.07% Add +22.8% 6,074 $2.8M
Milestones Administradora de Recursos Ltda. 1.44% Add +125.9% 6,055 $2.8M
Whittier Trust Co. of Nevada Inc. 0.07% No change 6,034 $2.8M
Tiaa Trust, National Association 0.01% Reduce -1.4% 6,030 $2.8M
Trust Co. of Toledo NA 0.37% No change 6,030 $2.8M
HRT Financial LP 0.02% Reduce -32.7% 6,017 $2.8M
CreativeOne Wealth, LLC 0.08% Reduce -8.7% 6,007 $2.8M
Linden Thomas Advisory Services, LLC 0.36% Add +8.0% 6,005 $2.8M
NewEdge Wealth, LLC 0.05% Reduce -2.9% 5,961 $2.8M
Fairbanks Capital Management, Inc. 1.78% Reduce -0.5% 5,944 $2.8M
Keebeck Wealth Management 0.41% Reduce -1.7% 5,926 $2.8M
Chou Associates Management Inc. 1.51% No change 5,899 $2.7M
Groupama Asset Managment 0.06% Add +8.1% 5,924 $2.7M
Applied Capital LLC 2.17% Reduce -0.7% 5,810 $2.7M
BTG Pactual Asset Management US LLC 0.35% New 5,800 $2.7M
Edgestream Partners, L.P. 0.09% Reduce -39.0% 5,742 $2.7M
Lord, Abbett & Co. LLC 0.01% Add +25.0% 5,715 $2.7M
Tower Research Capital LLC (TRC) 0.08% Reduce -43.4% 5,683 $2.6M
Ostrum Asset Management 0.14% Add +3.3% 5,666 $2.6M
Investment Management Corp of Ontario 0.05% New 5,660 $2.6M
Centiva Capital, LP 0.15% Add +257.6% 5,643 $2.6M
Loomis Sayles & Co. L P 0.00% Add +110.1% 5,620 $2.6M
TD Waterhouse Canada Inc. 0.02% Reduce -6.3% 5,493 $2.6M
Caprock Group, LLC 0.08% Add +2.5% 5,513 $2.6M
Arete Wealth Advisors, LLC 0.20% Add +2.6% 5,513 $2.6M
Transcend Capital Advisors, LLC 0.18% Add +0.6% 5,498 $2.6M
Empirical Finance, LLC 0.15% Add +1.8% 5,489 $2.6M
Webster Bank, N. A. 0.28% New 5,399 $2.5M
Nomura Holdings Inc. 0.01% Add +3.2% 5,296 $2.5M
Clearstead Advisors, LLC 0.04% Add +41.2% 5,242 $2.4M
Beacon Investment Advisory Services, Inc. 0.11% Add +9.3% 5,211 $2.4M
Walleye Capital LLC 0.03% Add +5.9% 5,188 $2.4M
Value Partners Investments Inc. 0.21% Reduce -0.7% 5,182 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Add +0.7% 5,148 $2.4M
DAVENPORT & Co LLC 0.01% Add +10.3% 5,147 $2.4M
LMCG Investments, LLC 0.16% Add +1.5% 5,125 $2.4M
Legacy Advisors, LLC 0.24% Add +0.2% 5,110 $2.4M
Farringdon Capital, Ltd. 1.19% Add +203.7% 5,059 $2.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.07% Add +7.0% 5,056 $2.4M
Okabena Investment Services Inc. 0.59% Add +62.2% 5,037 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.0% 5,035 $2.3M
Apollon Wealth Management, LLC 0.05% Add +9.0% 5,031 $2.3M
Williams Jones Wealth Management, LLC. 0.03% Reduce -30.4% 5,027 $2.3M
Saturna Capital Corp. 0.04% No change 5,015 $2.3M
Machina Capital S.A.S. 0.69% Add +215.1% 5,004 $2.3M
Naples Global Advisors, LLC 0.22% No change 5,002 $2.3M
MCF Advisors LLC 0.17% Reduce -9.6% 4,996 $2.3M
Blue Fin Capital, Inc. 0.45% Add +1.0% 4,989 $2.3M
Kerusso Capital Management LLC 1.47% Add +2.6% 4,964 $2.3M
Lido Advisors, LLC 0.01% Add +168.2% 4,935 $2.3M
Spire Wealth Management 0.07% Reduce -5.4% 4,935 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.5% 4,924 $2.3M
Composition Wealth, LLC 0.05% Reduce -5.0% 4,912 $2.3M
Guggenheim Capital LLC 0.02% Add +4.7% 4,775 $2.2M
Exchange Capital Management, Inc. 0.36% Reduce -3.0% 4,742 $2.2M
Vanderbilt University 0.42% Reduce -2.2% 4,707 $2.2M
Investment House LLC 0.12% New 4,699 $2.2M
Signaturefd, LLC 0.04% Add +3.2% 4,609 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -31.4% 4,596 $2.1M
Ossiam 0.03% Reduce -11.1% 4,555 $2.1M
Parallel Advisors, LLC 0.05% Add +4.9% 4,552 $2.1M
Rossmore Private Capital 0.26% Reduce -2.1% 4,501 $2.1M
Delta Global Management LP 0.15% New 4,466 $2.1M
Blue Edge Capital, LLC 0.33% Add +3.1% 4,461 $2.1M
Leonteq Securities AG 0.16% Add +6.2% 4,459 $2.1M
IMS Capital Management 1.02% Add +0.6% 4,348 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.8% 4,342 $2.0M
Hantz Financial Services, Inc. 0.04% Add +2.9% 4,331 $2.0M
TFR Capital, LLC. 0.83% Add +15.0% 4,258 $2.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +624.8% 4,204 $2.0M
Clean Yield Group 0.63% Add +933.1% 4,153 $1.9M
Rodgers Brothers Inc. 0.26% Add +0.1% 4,153 $1.9M
Kirtland Hills Capital Management, LLC 1.17% Add +1.2% 4,535 $1.9M
Meeder Advisory Services, Inc. 0.12% Add +6.0% 4,124 $1.9M
Essex Bank 0.47% Reduce -0.1% 4,116 $1.9M
Benjamin Edwards Inc. 0.03% Add +11.9% 4,017 $1.9M
IFP Advisors, Inc 0.06% Add +128.5% 3,950 $1.8M
Texas Yale Capital Corp. 0.08% Add +0.0% 3,944 $1.8M
Accent Capital Management, LLC 1.06% Add +0.2% 3,938 $1.8M
&partners 0.02% Add +30.4% 3,930 $1.8M
Two Sigma Securities, LLC 0.28% Add +378.3% 3,917 $1.8M
Kornitzer Capital Management Inc. 0.04% No change 3,895 $1.8M
Angeles Wealth Management, LLC 0.15% Reduce -0.8% 3,875 $1.8M
HighPoint Advisor Group LLC 0.10% Add +3.1% 4,001 $1.8M
Cwm, LLC 0.01% Add +24.4% 3,839 $1.8M
Marshall Financial Group, LLC 0.39% Add +0.6% 3,814 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +3.6% 3,784 $1.8M
Moloney Securities Asset Management, LLC 0.24% Reduce -0.3% 3,757 $1.7M
D.A. Davidson & Co. 0.01% Add +16.5% 3,735 $1.7M
Ferguson Wellman Capital Management, Inc. 0.03% Add +0.9% 3,735 $1.7M
Aft, Forsyth & Sober, LLC 0.60% No change 3,725 $1.7M
United Services Automobile Association 0.05% New 3,743 $1.7M
Long Road Investment Counsel, LLC 0.66% No change 3,679 $1.7M
Bokf, NA 0.03% Reduce -0.3% 3,666 $1.7M
GeoWealth Management, LLC 0.07% Add +23.3% 3,663 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -30.6% 3,662 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.6% 3,654 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +16.8% 3,652 $1.7M
Park Avenue Securities LLC 0.02% Add +13.5% 3,645 $1.7M
Quadrant Capital Group LLC 0.06% Add +138.5% 3,630 $1.7M
Atria Wealth Solutions, Inc. 0.02% Add +94.6% 3,585 $1.7M
Knollwood Investment Advisory, LLC 0.18% No change 3,561 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -3.0% 3,516 $1.6M
Harbert Fund Advisors, LLC 1.89% Add +7.7% 3,500 $1.6M
Advisory Services Network, LLC 0.03% Add +4.9% 3,471 $1.6M
HM Payson & Co. 0.03% No change 3,458 $1.6M
General Partner, Inc. 1.04% Reduce -6.8% 3,445 $1.6M
Shilanski & Associates, Inc. 0.50% Add +5.4% 3,428 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +10.3% 3,416 $1.6M
Pilgrim Partners Asia Pte Ltd 1.51% Reduce -16.8% 3,410 $1.6M
Praxis Investment Management Inc. 0.11% No change 3,375 $1.6M
Qtron Investments LLC 0.24% Add +22.4% 3,375 $1.6M
Mystic Asset Management, Inc. 0.41% No change 3,348 $1.6M
Private Advisor Group, LLC 0.01% Reduce -4.3% 3,317 $1.5M
Round Hill Asset Management 1.10% No change 3,299 $1.5M
Harris Associates (Oakmark Funds) 0.00% Reduce -60.5% 3,290 $1.5M
V-Square Quantitative Management LLC 0.22% Add +5.7% 3,288 $1.5M
Concurrent Investment Advisors, LLC 0.04% Add +289.8% 3,282 $1.5M
Capital Investment Advisors, LLC 0.03% Add +19.0% 3,244 $1.5M
Townsquare Capital LLC 0.02% Add +31.0% 3,184 $1.5M
Great Lakes Retirement, Inc. 0.19% Add +9.7% 3,185 $1.5M
Savant Capital, LLC 0.01% Reduce -3.5% 3,157 $1.5M
Rockline Wealth Management, LLC 0.41% Add +7.9% 3,127 $1.5M
Ironwood Investment Counsel, LLC 0.25% Add +0.5% 3,118 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% New 3,104 $1.4M
ExodusPoint Capital Management, LP 0.02% New 3,095 $1.4M
Hills Bank & Trust Co 0.10% Reduce -0.8% 3,087 $1.4M
Choreo, LLC 0.02% Reduce -28.4% 3,086 $1.4M
Entropy Technologies, LP 0.14% Add +338.3% 3,068 $1.4M
CWA Asset Management Group, LLC 0.07% Reduce -1.4% 3,051 $1.4M
Independent Advisor Alliance 0.05% Reduce -11.8% 3,049 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -3.9% 3,040 $1.4M
MAI Capital Management 0.01% Add +2.5% 3,038 $1.4M
Frank, Rimerman Advisors LLC 0.11% Add +1.7% 3,035 $1.4M
Harbor Capital Advisors, Inc. 0.06% New 3,034 $1.4M
Equitable Trust Co. 0.08% Reduce -2.5% 3,034 $1.4M
Coldstream Capital Management Inc. 0.03% Add +2.2% 3,019 $1.4M
Genus Capital Management Inc. 0.20% — 3,013 $1.4M
Vestcor Inc 0.05% Add +0.2% 2,995 $1.4M
Monte Financial Group, LLC 0.61% Add +13.3% 3,279 $1.4M
AlphaQuest LLC 0.15% Reduce -43.9% 2,980 $1.4M
Arax Advisory Partners 0.09% Reduce -13.7% 2,903 $1.4M
Ballast Advisors LLC 0.43% Add +8.0% 2,864 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.3% 2,861 $1.3M
CENTRAL TRUST Co 0.03% Reduce -0.6% 2,856 $1.3M
Assetmark, Inc. 0.00% Add +12.0% 2,786 $1.3M
Stevens Capital Management LP 0.32% New 2,756 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Add +13.4% 2,745 $1.3M
Evermay Wealth Management LLC 0.17% No change 2,742 $1.3M
Mufg Securities Americas Inc. 0.15% Add +19.1% 2,740 $1.3M
Accretive Wealth Partners, LLC 0.45% Add +7.8% 2,729 $1.3M
Westbourne Investment Advisors, Inc. 0.44% Reduce -5.0% 2,661 $1.2M
Pinnacle Financial Partners Inc 0.02% No change 2,602 $1.2M
HHLR Advisors, LTD. 0.03% Reduce -41.1% 2,637 $1.2M
Sepio Capital, LP 0.10% Reduce -0.1% 2,636 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -5.0% 2,627 $1.2M
AXS Investments LLC 0.34% Reduce -4.9% 2,623 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +15.5% 2,603 $1.2M
Avanda Investment Management Pte. Ltd. 0.43% New 2,600 $1.2M
Principal Securities, Inc. 0.03% No change 2,551 $1.2M
Picton Mahoney Asset Management 0.04% Reduce -49.4% 2,590 $1.2M
Key Financial Inc 0.26% No change 2,570 $1.2M
Horizon Investments, LLC 0.04% Add +3.6% 2,556 $1.2M
Washington Trust Advisors, Inc. 0.11% No change 2,555 $1.2M
Callan Family Office, LLC 0.09% Reduce -23.5% 2,541 $1.2M
Smithfield Trust Co 0.06% No change 2,542 $1.2M
Magnetar Financial LLC 0.02% New 2,535 $1.2M
Anchor Investment Management, LLC 0.11% No change 2,532 $1.2M
Smartleaf Asset Management LLC 0.11% Add +20.8% 2,552 $1.2M
Bahl & Gaynor LLC 0.01% Reduce -0.4% 2,516 $1.2M
Redmond Asset Management, LLC 0.30% Add +2.0% 2,490 $1.2M
E Fund Management Co., Ltd. 0.06% Add +65.0% 2,490 $1.2M
Heritage Family Offices, LLP 0.59% Add +0.7% 2,481 $1.2M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -31.3% 2,453 $1.1M
Ritholtz Wealth Management 0.03% Add +21.4% 2,452 $1.1M
Capital Analysts, LLC 0.04% Reduce -3.2% 2,395 $1.1M
Exchange Traded Concepts, LLC 0.02% Add +50.0% 2,386 $1.1M
LVW Advisors, LLC 0.13% Add +3.7% 2,341 $1.1M
Novem Group 0.15% Add +32.6% 2,303 $1.1M
Benin Management CORP 0.30% No change 2,283 $1.1M
Cypress Capital Group 0.14% Reduce -0.4% 2,280 $1.1M
Baader Bank Aktiengesellschaft 0.11% Add +0.4% 2,274 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -4.3% 2,240 $1.0M
Wedmont Private Capital 0.05% Add +5.8% 2,427 $1.0M
Triangle Securities Wealth Management 0.26% Reduce -1.1% 2,207 $1.0M
Susquehanna Portfolio Strategies, LLC 0.44% New 2,200 $1.0M
Asset Management Group, Inc. 0.19% Reduce -10.1% 2,197 $1.0M
Roberts Capital Advisors, LLC 0.89% No change 2,183 $1.0M
Profund Advisors LLC 0.04% Reduce -5.9% 2,165 $1.0M
Maple Capital Management, Inc. 0.08% Reduce -0.2% 2,152 $1.0M
J. W. Coons Advisors, LLC 0.26% Add +4.9% 2,128 $991K
Waldron Private Wealth LLC 0.05% Reduce -27.7% 2,088 $972K
Lawson Kroeker Investment Management Inc. 0.18% No change 2,070 $964K
Quantbot Technologies LP 0.03% Reduce -82.7% 2,058 $958K
Fieldview Capital Management, LLC 0.14% New 2,057 $958K
Beacon Pointe Advisors, LLC 0.01% Add +1.6% 2,055 $957K
Lineweaver Wealth Advisors, LLC 0.16% Reduce -31.8% 2,050 $955K
Sentry LLC 0.19% No change 2,042 $951K
Legacy Capital Group California, Inc. 0.33% New 2,027 $944K
Smart Money Group LLC 0.32% Add +31.4% 2,006 $934K
Enhancing Capital LLC 0.75% No change 2,000 $931K
Stonebridge Capital Management Inc. 0.40% No change 2,000 $931K
Choate Investment Advisors 0.02% Add +0.3% 1,996 $930K
Aptus Capital Advisors, LLC 0.01% Add +47.6% 1,988 $926K
Riversedge Advisors, LLC 0.21% Add +1.4% 1,979 $922K
Panagora Asset Management Inc. 0.00% Reduce -7.8% 1,973 $919K
Promethium Advisors,llc 0.58% Add +68.2% 1,928 $898K
Evergreen Capital Management LLC 0.03% Reduce -0.7% 1,920 $894K
Syon Capital LLC 0.07% Add +9.8% 1,902 $886K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -2.8% 2,051 $884K
Fishman Jay A Ltd. 0.10% No change 1,875 $873K
SRN Advisors, LLC 0.98% Reduce -2.4% 1,873 $872K
AlTi Global, Inc. 0.02% Reduce -25.3% 1,857 $865K
Reynders McVeigh Capital Management, LLC 0.05% Add +0.6% 1,841 $857K
Spinnaker Trust 0.06% No change 1,840 $857K
Whittier Trust Co. 0.01% Reduce -3.8% 1,815 $845K
Institute for Wealth Management, LLC. 0.11% Add +1.7% 1,814 $845K
Legato Capital Management LLC 0.11% No change 1,810 $843K
Abc Arbitrage SA 0.16% New 1,806 $841K
Kesler, Norman & Wride, LLC 0.16% Add +73.6% 1,802 $839K
GKV Capital Management Co., Inc. 0.42% No change 1,800 $838K
Trust Asset Management LLC 0.07% Reduce -1.3% 1,796 $836K
Farther Finance Advisors, LLC 0.02% Add +12.1% 1,780 $834K
Valeo Financial Advisors, LLC 0.02% Add +0.7% 1,785 $831K
Sound View Wealth Advisors Group, LLC 0.07% Add +3.8% 1,783 $830K
First Horizon Advisors, Inc. 0.02% Add +29.4% 1,780 $829K
Advisory Alpha, LLC 0.03% Add +27.6% 1,777 $828K
Walter & Keenan Wealth Management LLC /in/ 0.25% Add +2.2% 1,770 $824K
Resurgent Financial Advisors LLC 0.50% Reduce -0.9% 1,765 $822K
Summit Financial, LLC 0.02% Add +7.5% 1,764 $821K
Erste Asset Management GmbH 0.01% Reduce -18.1% 1,780 $821K
Verdence Capital Advisors LLC 0.06% Reduce -2.0% 1,744 $812K
High Net Worth Advisory Group LLC 0.23% No change 1,744 $812K
Ascent Group, LLC 0.03% Add +150.4% 1,735 $808K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -50.8% 1,729 $805K
NorthRock Partners, LLC 0.03% No change 1,728 $805K
Allstate Corp. 0.02% Reduce -64.6% 1,727 $804K
GAMMA Investing LLC 0.06% Add +20.1% 1,724 $803K
Landscape Capital Management, L.L.C. 0.07% Reduce -8.3% 1,721 $801K
R Squared Ltd 0.85% Add +205.4% 1,710 $796K
Patriot Investment Management Group, Inc. 0.06% No change 1,689 $787K
Campbell & CO Investment Adviser LLC 0.06% Add +199.1% 1,681 $783K
Equitable Holdings, Inc. 0.01% New 1,669 $777K
Clarius Group, LLC 0.05% Add +13.6% 1,667 $776K
Venturi Wealth Management, LLC 0.04% Reduce -5.0% 1,659 $773K
Brookstone Capital Management 0.01% Add +5.3% 1,659 $772K
Personal Cfo Solutions, LLC 0.16% Add +0.7% 1,652 $769K
Cornercap Investment Counsel Inc. 0.40% Reduce -1.2% 1,651 $769K
Empirical Asset Management, LLC 0.26% Reduce -62.8% 1,644 $766K
KG Capital Management 0.25% Add +18.2% 1,643 $765K
Davidson Trust Co. 0.36% New 1,641 $764K
Cornerstone Planning Group LLC 0.18% Add +0.8% 1,769 $762K
Argent Trust Co 0.03% Reduce -0.5% 1,626 $757K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.1% 1,625 $757K
Guardian Capital LP 0.03% Add +2.0% 1,610 $750K
Cigna Investments Inc. 0.14% Reduce -1.4% 1,601 $745K
Plato Investment Management Ltd 0.06% Add +30.3% 1,580 $744K
Balyasny Asset Management L.P. 0.00% Reduce -97.6% 1,589 $740K
Ellevest, Inc. 0.05% Reduce -3.9% 1,581 $736K
Ashton Thomas Securities, LLC 0.20% Add +2.6% 1,574 $734K
AMJ Financial Wealth Management 0.22% Add +139.0% 1,575 $733K
Harvest Fund Management Co., Ltd 0.04% Add +179.8% 1,567 $730K
Dodge & Cox 0.00% No change 1,566 $729K
Fifth Third Wealth Advisors LLC 0.04% Add +4.0% 1,563 $728K
Integrated Wealth Concepts LLC 0.01% Add +25.3% 1,555 $724K
Castle Rock Wealth Management, LLC 0.20% No change 1,547 $723K
Seeds Investor LLC 0.20% Add +23.1% 1,552 $723K
Brooklyn Investment Group 0.15% Add +41.3% 1,537 $715K
Fortis Capital Advisors, LLC 0.14% New 1,534 $714K
Belpointe Asset Management LLC 0.04% Add +152.3% 1,534 $714K
Borer Denton & Associates, Inc. 0.25% No change 1,505 $701K
Evercore Wealth Management, LLC 0.01% Reduce -2.3% 1,504 $700K
iSAM Funds (UK) Ltd 0.34% Add +54.6% 1,484 $691K
Patton Albertson Miller Group, LLC 0.10% Reduce -11.4% 1,483 $691K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.8% 1,475 $687K
Sienna Gestion 0.06% No change 1,514 $685K
Brave Asset Management Inc. 0.21% No change 1,463 $681K
Aviso Financial Inc. 0.03% Add +4.5% 1,449 $675K
Circle Wealth Management, LLC 0.02% No change 1,448 $674K
Smith Group Asset Management, LLC 0.05% Add +3.6% 1,447 $674K
Azzad Asset Management Inc. 0.08% New 1,426 $664K
Opes Wealth Management LLC 0.13% New 1,414 $659K
Westpac Banking Corp. 0.05% Reduce -14.0% 1,409 $656K
Argyle Capital Management, LLC 0.24% No change 1,400 $652K
Global Endowment Management, LP 0.08% Reduce -55.8% 1,397 $651K
NewEdge Advisors, LLC 0.00% Reduce -34.9% 1,382 $644K
Impax Asset Management Group plc 0.00% New 1,377 $641K
OneDigital Investment Advisors LLC 0.01% Reduce -42.7% 1,376 $641K
Fulton Bank, N.A. 0.03% Add +2.5% 1,374 $640K
Maverick Capital 0.01% Add +105.4% 1,366 $636K
International Assets Investment Management, LLC 0.06% Add +24.4% 1,356 $631K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -8.5% 1,346 $627K
J.W. Cole Advisors, Inc. 0.02% Add +31.9% 1,344 $626K
HughesLittle Investment Management Ltd. 0.13% Reduce -94.8% 1,341 $624K
Checchi Capital Advisers, LLC 0.04% Add +0.8% 1,338 $623K
Lighthouse Investment Partners, LLC 0.03% Reduce -59.7% 1,331 $620K
Sowell Financial Services LLC 0.03% New 1,328 $619K
AE Wealth Management LLC 0.01% Add +1.5% 1,320 $615K
Prosperity Consulting Group, LLC 0.05% Add +0.7% 1,313 $611K
DDD Partners, LLC 0.07% Add +1.4% 1,310 $610K
Bar Harbor Wealth Management 0.04% Reduce -1.1% 1,306 $608K
Proficio Capital Partners LLC 0.05% Add +0.7% 1,304 $607K
Chronos Wealth Management, LLC 0.32% Reduce -16.1% 1,300 $605K
Group One Trading LLC 0.03% Add +509.9% 1,299 $605K
Stamos Capital Partners, L.P. 0.16% Reduce -19.2% 1,293 $602K
FineMark National Bank & Trust 0.02% Reduce -2.5% 1,293 $602K
Crestmont Private Wealth LLC 0.26% Add +17.7% 1,285 $598K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 1,280 $596K
Freedom Investment Management, Inc. 0.05% Reduce -10.3% 1,279 $595K
DeDora Capital, Inc. 0.17% Reduce -0.9% 1,269 $591K
Empower Advisory Group, LLC 0.00% Reduce -0.9% 1,269 $591K
Palisades Hudson Asset Management, L.P. 0.27% No change 1,258 $586K
Petrus Trust Company, LTA 0.05% New 1,257 $585K
Kenora Financial, LLC 0.24% Add +39.1% 1,242 $578K
EP Wealth Advisors, LLC 0.00% Reduce -5.5% 1,237 $576K
Legacy Capital Wealth Partners, LLC 0.14% Add +6.4% 1,231 $573K
Mayfair Advisory Group, LLC 0.33% Add +16.5% 1,224 $570K
Compound Planning, Inc. 0.03% Add +29.9% 1,218 $567K
Haverford Trust Co 0.01% Reduce -0.7% 1,218 $567K
Andina Capital Management, LLC 0.40% New 1,217 $567K
Aaron Wealth Advisors LLC 0.06% Add +2.1% 1,205 $561K
Synovus Financial Corp. 0.01% Add +1.3% 1,200 $559K
Fayez Sarofim & Co 0.00% No change 1,200 $559K
Park Edge Advisors, LLC 0.15% No change 1,190 $554K
Spirepoint Private Client, LLC 0.07% Reduce -36.3% 1,177 $548K
Fisher Asset Management 0.00% Add +147.1% 1,164 $542K
Cornerstone Advisory, LLC 0.06% Add +2.3% 1,169 $541K
Cross Staff Investments Inc 0.41% No change 1,162 $541K
Legacy Private Trust Co. 0.04% No change 1,160 $540K
Trust Co. of Vermont 0.03% No change 1,145 $533K
Silvercrest Asset Management Group LLC 0.00% Add +6.9% 1,145 $533K
Mattern Capital Management, LLC 0.07% Add +15.7% 1,143 $532K
Sagespring Wealth Partners, LLC 0.01% Add +21.7% 1,143 $532K
Abacus Planning Group, Inc. 0.09% Add +0.8% 1,140 $531K
GTS Securities LLC 0.02% Add +9.0% 1,140 $531K
SkyView Investment Advisors, LLC 0.08% Reduce -15.8% 1,131 $527K
Conning Inc. 0.02% No change 1,106 $515K
Board of the Pension Protection Fund 0.58% Add +37.5% 1,100 $512K
Wilkins Investment Counsel Inc. 0.07% No change 1,100 $512K
Cache Advisors, LLC 0.20% No change 1,096 $510K
Mather Group, Llc. 0.01% Reduce -19.7% 1,094 $510K
Virtus Advisers, LLC 0.34% New 1,089 $507K
BSW Wealth Partners 0.08% Reduce -1.6% 1,083 $504K
VestGen Advisors, LLC 0.02% — 1,076 $501K
CX Institutional 0.02% Reduce -3.3% 1,076 $501K
PDS Planning, Inc 0.04% Add +6.3% 1,075 $501K
Schechter Investment Advisors, LLC 0.04% Reduce -7.4% 1,074 $500K
Mission Wealth Management, LP 0.01% Reduce -9.0% 1,071 $499K
Cozad Asset Management Inc. 0.05% No change 1,070 $498K
Eventide Asset Management, LLC 0.01% New 1,079 $498K
Promus Capital, LLC 0.37% Add +7.7% 1,054 $491K
Hilltop Holdings Inc. 0.03% Add +52.5% 1,054 $490K
Howland Capital Management LLC 0.02% No change 1,053 $490K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,051 $489K
Graypoint LLC 0.03% Add +4.4% 1,048 $488K
Stratos Wealth Advisors, LLC 0.03% Reduce -2.5% 1,042 $485K
Beese Fulmer Investment Management, Inc. 0.04% Add +3.0% 1,030 $480K
White Pine Capital LLC 0.17% Add +7.1% 1,029 $479K
Allworth Financial LP 0.00% Add +8.4% 1,085 $477K
Broadleaf Partners, LLC 0.12% No change 1,020 $475K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.5% 1,001 $470K
Bridgewater Advisors Inc. 0.04% New 1,050 $469K
Waverly Advisors, LLC 0.01% Add +1.3% 1,008 $469K
Lanark Financial, Inc. 0.04% — 1,007 $469K
Lindbrook Capital, LLC 0.04% Add +30.1% 1,006 $468K
Financial Advocates Investment Management 0.03% Add +1.9% 1,005 $468K
Capital Advisors, Ltd. LLC 0.06% Add +1.0% 1,003 $467K
Legacy Financial Advisors, Inc. 0.08% Add +16.2% 1,002 $467K
Diversify Advisory Services, LLC 0.03% New 1,044 $466K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -1.0% 1,000 $466K
Texas Bank & Trust Co 0.20% No change 1,000 $466K
Quintet Private Bank (Europe) S.A. 0.03% No change 1,000 $466K
Fidelis Capital Partners, LLC 0.05% Reduce -3.9% 1,050 $461K
Everhart Financial Group, Inc. 0.06% Add +9.3% 986 $459K
Penobscot Investment Management Company, Inc. 0.04% No change 985 $459K
Moneta Group Investment Advisors LLC 0.01% Add +3.2% 973 $453K
Investment Management Corp. /Va/ 0.41% Add +2102.3% 969 $451K
Shearwater Capital LLC 0.32% No change 964 $449K
Correct Capital Wealth Management 0.09% No change 964 $449K
Aprio Wealth Management, LLC 0.06% Add +10.7% 964 $449K
Ted Buchan & Co 0.21% New 955 $445K
RFG Advisory, LLC 0.01% Add +4.5% 954 $444K
Procyon Advisors, LLC 0.03% Add +5.1% 953 $444K
111 Capital 0.09% Add +27.7% 949 $442K
Baxter Bros Inc. 0.06% No change 949 $442K
Hutner Capital Management Inc. 0.19% Reduce -1.5% 945 $440K
Sunflower Bank, N.A. 0.12% Add +0.2% 934 $435K
Fielder Capital Group LLC 0.13% Reduce -26.8% 930 $433K
Pettee Investors, Inc. 0.26% No change 924 $430K
Mgo One Seven LLC 0.02% Add +43.4% 922 $429K
Simon Quick Advisors, LLC 0.02% Add +51.0% 921 $429K
Manchester Capital Management LLC 0.05% Add +12.7% 921 $429K
Arkadios Wealth Advisors 0.02% New 918 $428K
VestGen Investment Management 0.32% Reduce -2.6% 917 $427K
Tributary Capital Management, LLC 0.04% Reduce -3.2% 915 $426K
Abn Amro Investment Solutions 0.01% Reduce -24.9% 909 $423K
GC Wealth Management RIA, LLC 0.08% New 903 $421K
Clifford Swan Investment Counsel LLC 0.02% Reduce -5.5% 903 $421K
Groupe la Francaise 0.01% Reduce -13.5% 896 $420K
Carnegie Investment Counsel 0.01% Add +0.7% 1,050 $418K
Pitcairn Co. 0.03% Reduce -1.4% 891 $415K
Kathleen S. Wright Associates Inc. 0.17% No change 900 $414K
Kingsview Wealth Management, LLC 0.01% Add +13.6% 888 $414K
Bradley Foster & Sargent Inc. 0.01% No change 885 $412K
Shelton Capital Management 0.01% Reduce -2.3% 880 $410K
Pinnacle Associates Ltd. 0.01% Add +0.1% 879 $409K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +17.7% 872 $406K
Kera Capital Partners, Inc. 0.12% Add +6.4% 867 $404K
Howard Capital Management, LLC 0.01% Reduce -13.6% 867 $404K
Roanoke Asset Management Corp./ NY 0.14% No change 866 $403K
Castleview Partners, LLC 0.27% Reduce -13.3% 865 $403K
Delta Investment Management, LLC 0.08% Add +19.8% 861 $401K
Outlook Wealth Advisors, LLC 0.11% Add +1.1% 860 $401K
Twin Peaks Wealth Advisors, LLC 0.18% Add +4.7% 917 $399K
4J Wealth Management LLC 0.31% Reduce -0.2% 852 $397K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.9% 845 $393K
Fort Point Capital Partners LLC 0.04% Reduce -3.9% 842 $392K
SMART Wealth LLC 0.14% New 823 $383K
Addison Advisors LLC 0.10% Add +1.2% 821 $382K
American National Bank & Trust 0.04% Reduce -4.2% 818 $381K
Balboa Wealth Partners 0.09% Add +0.6% 811 $378K
Alta Advisers Ltd 0.16% Add +58.7% 811 $378K
McGlone Suttner Wealth Management, Inc. 0.06% Add +8.6% 810 $377K
Western Wealth Management, LLC 0.03% Reduce -1.7% 808 $376K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +1.5% 807 $376K
Flputnam Investment Management Co. 0.01% Reduce -5.7% 806 $375K
D.B. Root & Company, LLC 0.12% Reduce -4.3% 805 $375K
Grey Ledge Advisors, LLC 0.10% Add +0.9% 803 $374K
Banco BTG Pactual S.A. 0.09% No change 800 $373K
Woodmont Investment Counsel LLC 0.03% No change 800 $373K
Values Added Financial LLC 0.21% Add +4.1% 795 $370K
Optimize Financial Inc. 0.14% Add +13.0% 792 $369K
Caxton Associates LLP 0.01% — 790 $368K
ICONIQ Capital, LLC 0.01% Add +26.7% 787 $366K
Blue Trust, Inc. 0.00% Add +177.0% 784 $365K
Sunbelt Securities, Inc. 0.03% Add +657.3% 780 $363K
Accurate Wealth Management, LLC 0.07% Add +26.6% 846 $362K
Heritage Trust Co 0.04% No change 775 $361K
Highland Capital Management, LLC 0.02% No change 773 $360K
Penserra Capital Management LLC 0.01% Reduce -32.0% 771 $358K
PFG Advisors 0.02% Reduce -10.1% 767 $357K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +9.3% 762 $355K
Guardian Wealth Advisors, LLC / NC 0.03% New 760 $354K
Independence Bank of Kentucky 0.06% No change 758 $353K
Boltwood Capital Management 0.11% Reduce -6.8% 755 $352K
Mach-1 Financial Group, LLC 0.11% New 755 $352K
Forum Financial Management, LP 0.01% Add +4.0% 751 $350K
TrinityBridge Ltd 0.01% Reduce -3.2% 750 $349K
Silvia McColl Wealth Management, LLC 0.26% No change 742 $346K
Ashton Thomas Private Wealth, LLC 0.01% Add +24.1% 741 $345K
Meridian Wealth Management, LLC 0.02% Add +18.4% 740 $344K
Bryn Mawr Trust Advisors, LLC 0.02% Add +49.3% 733 $341K
Guyasuta Investment Advisors Inc. 0.02% No change 733 $341K
OLIO Financial Planning 0.12% Add +27.5% 732 $341K
Mutual Advisors, LLC 0.01% Reduce -9.1% 775 $340K
Gladstone Institutional Advisory LLC 0.02% Add +2.1% 727 $339K
Avestar Capital, LLC 0.03% Reduce -8.3% 727 $339K
XTX Topco Ltd 0.02% Reduce -22.1% 727 $339K
EverSource Wealth Advisors, LLC 0.02% Add +29.9% 726 $338K
FourThought Financial Partners, LLC 0.04% Reduce -0.1% 721 $336K
Gryphon Financial Partners LLC 0.05% Add +2.1% 720 $335K
Carson Advisory Inc. 0.23% Reduce -2.8% 720 $335K
MBB Public Markets I LLC 0.04% New 720 $335K
Certuity, LLC 0.04% New 717 $334K
Capital Group Private Client Services, Inc. 0.00% No change 715 $333K
Cyndeo Wealth Partners, LLC 0.02% Reduce -1.4% 713 $332K
Adero Partners, LLC 0.02% Add +2.9% 706 $329K
Fox Run Management, L.L.C. 0.05% Reduce -18.9% 705 $328K
HCR Wealth Advisors 0.04% Add +16.6% 702 $327K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.15% No change 700 $326K
Keel Point, LLC 0.02% Add +28.0% 685 $319K
Union Bancaire Privee, UBP SA 0.01% Reduce -31.8% 679 $318K
Rothschild Investment LLC 0.02% Add +0.3% 683 $318K
Atlanta Consulting Group Advisors, LLC 0.09% No change 678 $316K
Atala Financial Inc 0.23% Add +1.2% 677 $315K
Plotkin Financial Advisors, LLC 0.19% No change 677 $315K
West Family Investments, Inc. 0.12% No change 675 $314K
Integrated Advisors Network LLC 0.02% Reduce -10.2% 669 $312K
Kathmere Capital Management, LLC 0.03% Add +14.3% 664 $309K
EntryPoint Capital, LLC 0.14% New 664 $309K
Wealth Advisory Solutions, LLC 0.08% Add +48.0% 660 $307K
Baldwin Wealth Partners LLC 0.02% Reduce -19.4% 657 $306K
Hamilton Capital, LLC 0.02% Reduce -0.8% 654 $305K
Great Lakes Advisors, LLC 0.00% Add +4.7% 653 $304K
Cherokee Insurance Co 0.13% No change 650 $303K
L2 Asset Management, LLC 0.06% Add +9.3% 648 $302K
Saybrook Capital 0.08% No change 643 $299K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.4% 642 $299K
Crestwood Advisors Group, LLC 0.01% Add +25.8% 639 $298K
Dunhill Financial, LLC 0.14% Reduce -0.5% 639 $297K
EWG Elevate Inc. 0.11% Reduce -0.5% 633 $295K
Endowment Wealth Management, Inc. 0.19% New 632 $294K
McLean Asset Management Corp 0.10% Reduce -0.4% 739 $293K
Howe & Rusling Inc. 0.02% Add +0.6% 629 $293K
Walleye Trading LLC 0.01% Reduce -87.5% 629 $293K
Everpar Advisors LLC 0.16% Reduce -5.0% 628 $292K
Quadrature Capital Ltd 0.01% Reduce -93.7% 628 $292K
Cypress Asset Management Inc. 0.08% Add +17.0% 626 $292K
Claret Asset Management Corp 0.06% Add +2.8% 624 $291K
Wedbush Securities Inc. 0.01% Add +4.7% 625 $291K
Birch Hill Investment Advisors LLC 0.01% No change 620 $289K
Twin Lakes Capital Management, LLC 0.19% No change 619 $288K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.1% 619 $288K
Lion Street Advisors, LLC 0.09% New 618 $288K
Ballast, Inc. 0.08% New 615 $286K
Magnus Financial Group LLC 0.03% No change 613 $285K
Rice Hall James & Associates, LLC 0.02% Add +9.9% 613 $285K
Childress Capital Advisors, LLC 0.08% Add +0.8% 610 $284K
Simmons Bank 0.02% Reduce -19.8% 609 $284K
Net Worth Advisory Group 0.09% Reduce -3.9% 609 $284K
Dearborn Partners LLC 0.01% Add +11.2% 607 $283K
Wulff, Hansen & Co. 0.26% No change 605 $282K
Morris Financial Concepts, Inc. 0.12% No change 605 $282K
Geneos Wealth Management Inc. 0.01% Add +115.3% 605 $282K
Essex Financial Services, Inc. 0.02% Reduce -0.2% 604 $281K
Ascentis Independent Advisors 0.06% Reduce -19.5% 602 $280K
George Kaiser Family Foundation 0.04% New 602 $280K
Prescott Group Capital Management, L.L.C. 0.04% New 602 $280K
Resolute Wealth Strategies, LLC 0.16% No change 600 $279K
First National Bank & Trust Co. of Newtown 0.06% No change 600 $279K
Pathway Financial Advisors LLC 0.05% No change 600 $279K
EagleClaw Capital Managment, LLC 0.04% No change 600 $279K
Caldwell Trust Co 0.03% No change 600 $279K
SBI Securities Co., Ltd. 0.01% Add +0.8% 599 $279K
Quotient Wealth Partners, LLC 0.01% Reduce -3.7% 595 $277K
MassMutual Private Wealth & Trust, FSB 0.01% Add +26.5% 592 $276K
Fenimore Asset Management Inc 0.01% Reduce -24.8% 592 $276K
Little House Capital LLC 0.08% No change 591 $275K
Sage Mountain Advisors LLC 0.02% Reduce -3.5% 585 $272K
Perbak Capital Partners LLP 0.20% New 583 $271K
Invictus Private Wealth, LLC 0.02% Reduce -4.9% 580 $270K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $270K
Tyche Wealth Partners LLC 0.06% No change 577 $269K
Boston Family Office LLC 0.02% No change 576 $268K
Numerai GP LLC 0.05% New 575 $268K
Busey Bank 0.01% Add +1.3% 564 $263K
Wayfinding Financial, LLC 0.11% Reduce -1.4% 555 $258K
Allen Capital Group, LLC 0.03% Add +18.1% 547 $255K
Regent Peak Wealth Advisors LLC 0.06% Reduce -3.0% 541 $252K
Ground Swell Capital, LLC 0.59% New 539 $251K
Sharkey, Howes & Javer 0.04% No change 538 $251K
Longboard Asset Management, LP 0.73% No change 534 $249K
Prosperity Wealth Management, Inc. 0.12% No change 533 $248K
CMH Wealth Management LLC 0.06% No change 533 $248K
Principle Wealth Partners LLC 0.02% Add +0.9% 530 $247K
D'Orazio & Associates, Inc. 0.04% Add +5.8% 528 $246K
Reliant Investment Management, LLC 0.13% No change 528 $246K
Catalyst Capital Advisors LLC 0.01% Add +45.2% 527 $245K
Corton Capital Inc. 0.81% New 523 $244K
Valmark Advisers, Inc. 0.00% Add +2.0% 513 $239K
Panoramic Capital Partners, LLC 0.25% Add +18.3% 601 $238K
Alpha Cubed Investments, LLC 0.01% Reduce -0.2% 510 $238K
626 Financial, LLC 0.12% No change 510 $238K
Wick Capital Partners, LLC 0.07% No change 510 $237K
Avidian Wealth Enterprises, LLC 0.01% Add +18.7% 507 $236K
Level Four Advisory Services, LLC 0.01% Add +2.2% 505 $235K
Family Firm, Inc. 0.05% Add +0.2% 505 $235K
J2 Capital Management Inc 0.22% Reduce -6.0% 505 $235K
Abel Hall, LLC 0.14% New 502 $234K
Baker Tilly Wealth Management, LLC 0.09% Add +1.2% 502 $234K
Shum Financial Group, Inc. 0.20% No change 500 $233K
Garrison Point Advisors, LLC 0.11% No change 500 $233K
Burke & Herbert Bank & Trust Co. 0.06% No change 500 $233K
Journey Strategic Wealth LLC 0.01% Add +8.9% 500 $233K
Cable Hill Partners, LLC 0.02% Reduce -3.4% 513 $232K
TCI Wealth Advisors, Inc. 0.02% Add +1.2% 499 $232K
CVA Family Office, LLC 0.04% Add +3.1% 498 $232K
Moneco Advisors, LLC 0.02% Reduce -7.5% 495 $231K
NBT Bank, N.A. 0.02% Reduce -29.4% 493 $230K
Burns Matteson Capital Management, LLC 0.12% New 492 $229K
Westover Capital Advisors, LLC 0.05% New 490 $228K
MQS Management LLC 0.13% New 489 $228K
Matrix Trust Co 0.04% Add +50.3% 487 $227K
Harbour Investments, Inc. 0.01% Add +5.7% 482 $225K
Marcum Wealth, LLC 0.02% Add +1.5% 481 $224K
Florida Trust Wealth Management Co 0.01% Reduce -1.0% 481 $224K
Portfolio Design Labs, LLC 0.05% New 480 $224K
Ameritas Advisory Services, LLC 0.01% New 479 $223K
Ewa, LLC 0.08% Add +2.8% 477 $222K
Focus Partners Advisor Solutions, LLC 0.00% New 477 $222K
Victory Financial Group, LLC 0.04% New 477 $222K
Catalyst Financial Partners LLC 0.04% Add +5.8% 477 $222K
William Howard & Co Financial Advisors Inc 0.21% No change 475 $221K
Cromwell Holdings LLC 0.14% No change 471 $219K
Blueshift Asset Management, LLC 0.09% Reduce -34.3% 471 $219K
Brave Warrior Advisors 0.01% No change 471 $219K
Versant Capital Management, Inc 0.04% Add +101.3% 469 $218K
Independent Financial Group, LLC 0.01% New 467 $217K
Edge Financial Advisors LLC 0.14% Add +0.2% 464 $216K
IFC Advisors LLC 0.04% New 463 $216K
Peapack Gladstone Financial Corp. 0.00% Add +0.7% 462 $215K
Human Investing LLC 0.04% No change 461 $214K
Foundations Investment Advisors, LLC 0.00% New 460 $214K
Caitong International Asset Management Co., Ltd 0.16% New 451 $210K
Advus Financial Partners, LLC 0.06% No change 451 $210K
Tocqueville Asset Management L.P. 0.00% Reduce -5.3% 450 $210K
Chesapeake Wealth Management 0.07% No change 450 $210K
Private Trust Co. NA 0.02% Reduce -5.3% 444 $207K
Premier Path Wealth Partners, LLC 0.03% New 444 $207K
SouthState Bank Corp 0.01% Add +37.3% 442 $206K
Vest Financial, LLC 0.00% New 439 $204K
First Affirmative Financial Network 0.13% Reduce -5.0% 439 $204K
Ipswich Investment Management Co., Inc. 0.05% New 435 $203K
Breed's Hill Capital LLC 0.11% New 434 $202K
Grove Bank & Trust 0.03% No change 432 $201K
Sentry Investment Management LLC 0.14% Reduce -22.9% 504 $201K
Gilbert & Cook, Inc. 0.03% Add +1.6% 430 $200K
Crews Bank & Trust 0.03% No change 421 $196K
Arlington Trust Co LLC 0.04% No change 415 $193K
Birchbrook, Inc. 0.10% No change 400 $186K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.09% Add +19900.0% 400 $186K
Atwood & Palmer Inc. 0.01% Reduce -50.0% 400 $186K
Rossby Financial, LCC 0.08% Reduce -6.0% 424 $186K
Quent Capital, LLC 0.02% Reduce -1.0% 398 $186K
Parkside Financial Bank & Trust 0.02% Add +10.3% 387 $180K
TD Private Client Wealth LLC 0.00% Add +8.0% 379 $176K
Cary Street Partners Financial LLC 0.01% Reduce -6.9% 366 $170K
CoreCap Advisors, LLC 0.01% Add +11.2% 338 $157K
Salem Investment Counselors Inc. 0.01% Add +2.9% 321 $149K
Berbice Capital Management LLC 0.12% No change 300 $140K
Eastern Bank 0.00% No change 295 $137K
WPG Advisers, LLC 0.13% Reduce -25.1% 293 $136K
JNBA Financial Advisors 0.01% Reduce -8.3% 275 $128K
AdvisorNet Financial, Inc 0.01% Add +3.9% 266 $124K
Evergreen Private Wealth LLC 0.06% Add +0.4% 259 $121K
Morse Asset Management, Inc 0.03% Add +0.4% 259 $121K
Cary Street Partners Investment Advisory LLC 0.07% Add +21.2% 257 $120K
Montag A & Associates Inc. 0.01% Add +314.8% 253 $118K
Your Advocates Ltd., LLP 0.05% No change 253 $118K
North Star Investment Management Corp. 0.01% No change 244 $114K
Hexagon Capital Partners LLC 0.02% Reduce -19.5% 239 $111K
New Age Alpha Advisors, LLC 0.00% New 236 $110K
Sound Income Strategies, LLC 0.01% No change 235 $109K
Acropolis Investment Management, LLC 0.01% Add +0.9% 230 $107K
Itau Unibanco Holding S.A. 0.00% New 225 $105K
Larson Financial Group LLC 0.00% Add +84.3% 223 $104K
Cheviot Value Management, LLC 0.01% New 220 $102K
Mb, Levis & Associates, LLC 0.04% No change 200 $93K
Resources Management Corp. /CT/ 0.01% Reduce -24.8% 200 $93K
Zions Bancorporation, National Association 0.01% — 196 $91K
Deseret Mutual Benefit Administrators 0.04% No change 194 $90K
Islay Capital Management, LLC 0.06% Reduce -43.5% 183 $85K
Coston, McIsaac & Partners 0.02% No change 181 $84K
Maj Invest Holding A/S 0.00% No change 180 $84K
TFC Financial Management, Inc. 0.01% Reduce -18.1% 177 $82K
E Fund Management (Hong Kong) Co., Ltd. 0.07% Add +3.5% 175 $81K
Sandy Spring Bank 0.00% Reduce -6.5% 174 $81K
Evelyn Partners Investment Management LLP 0.00% No change 170 $79K
Darwin Wealth Management, LLC 0.03% No change 159 $75K
Center for Financial Planning, Inc. 0.01% No change 158 $74K
Silvant Capital Management LLC 0.00% No change 157 $73K
Hemington Wealth Management 0.01% Add +14.0% 155 $72K
Princeton Global Asset Management LLC 0.01% No change 154 $72K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 150 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +30.4% 146 $68K
Vision Financial Markets LLC 0.07% Add +0.7% 142 $66K
Ofi Invest Asset Management 0.00% Add +66.7% 150 $65K
Bell Investment Advisors, Inc 0.01% No change 132 $61K
Raleigh Capital Management Inc. 0.03% Reduce -36.7% 131 $61K
Activest Wealth Management 0.02% Add +31.0% 131 $61K
Whipplewood Advisors, LLC 0.04% Add +70.3% 264 $61K
St Germain D J Co. Inc. 0.00% No change 130 $61K
Binnacle Investments Inc 0.04% — 125 $58K
Plante Moran Financial Advisors, LLC 0.01% No change 125 $58K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.0% 120 $56K
Atlas Capital Advisors Inc. 0.01% Reduce -7.8% 118 $55K
Geo Capital Gestora de Recursos Ltd 0.08% Reduce -5.7% 115 $54K
Covestor Ltd 0.04% Add +28.6% 117 $54K
Advantage Trust Co 0.03% No change 114 $53K
Private Wealth Asset Management, LLC 0.01% — 114 $53K
Ogorek Anthony Joseph /NY/ 0.02% Add +32.1% 111 $51K
Motco 0.01% Add +581.3% 109 $51K
Meeder Asset Management Inc. 0.00% Add +132.6% 107 $50K
Ancora Advisors LLC 0.00% No change 106 $50K
City State Bank 0.02% No change 106 $49K
Alpine Bank Wealth Management 0.01% — 105 $49K
Compass Wealth Management LLC 0.01% No change 102 $48K
MV Capital Management, Inc. 0.00% Reduce -1.0% 99 $46K
Sachetta, LLC 0.02% Reduce -3.0% 98 $46K
Albion Financial Group 0.00% No change 95 $44K
Rise Advisors, LLC 0.02% Reduce -3.3% 89 $41K
Asset Planning,Inc 0.03% No change 88 $41K
LRI Investments, LLC 0.00% Reduce -9.8% 83 $39K
Physician Wealth Advisors, Inc. 0.01% No change 80 $37K
Atticus Wealth Management, LLC 0.01% No change 75 $35K
West Paces Advisors Inc. 0.01% No change 75 $35K
GW&K Investment Management, LLC 0.00% Add +10.9% 71 $33K
JFS Wealth Advisors, LLC 0.00% Reduce -1.4% 70 $33K
Saudi Central Bank 0.16% New 64 $30K
Financial Management Professionals, Inc. 0.00% Add +7.0% 61 $28K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 60 $28K
NewSquare Capital LLC 0.00% Add +436.4% 59 $27K
Central Pacific Bank - Trust Division 0.00% Add +47.4% 56 $26K
Wolff Wiese Magana LLC 0.02% Add +1000.0% 55 $26K
Bogart Wealth, LLC 0.00% Reduce -5.2% 55 $26K
REAP Financial Group, LLC 0.01% Add +61.3% 50 $23K
Asset Dedication, LLC 0.00% Reduce -43.0% 49 $23K
Rakuten Securities, Inc. 0.01% Add +4.3% 48 $22K
Riverview Trust Co 0.02% Reduce -8.2% 45 $21K
Oakworth Capital, Inc. 0.00% No change 45 $21K
ORG Partners LLC 0.01% New 44 $21K
Quarry LP 0.01% New 44 $20K
Atlantic Edge Private Wealth Management, LLC 0.01% New 43 $20K
Perkins Coie Trust Co 0.00% New 41 $19K
Kestra Investment Management, LLC 0.00% Reduce -79.1% 40 $19K
Private Wealth Management Group, LLC 0.01% No change 39 $18K
Colonial Trust Advisors 0.00% No change 38 $18K
Clearstead Trust, LLC 0.00% No change 38 $18K
Bares Capital Management, Inc. 0.00% New 34 $16K
Global Financial Private Client, LLC 0.01% Add +18.5% 32 $15K
Fortitude Family Office, LLC 0.01% No change 31 $14K
Sierra Ocean, LLC 0.01% Reduce -3.5% 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
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
Avalon Trust Co 0.00% No change 25 $12K
Kings Path Partners LLC 0.01% No change 25 $12K
Global Wealth Strategies & Associates 0.00% New 25 $12K
Rialto Wealth Management, LLC 0.00% Add +20.0% 24 $11K
Carolinas Wealth Consulting LLC 0.00% Reduce -4.0% 24 $11K
Logan Capital Management Inc. 0.00% No change 23 $11K
Abound Wealth Management 0.00% Reduce -40.5% 22 $10K
United Community Bank 0.00% New 22 $10K
Avion Wealth 0.00% No change 23 $10K
Legacy Wealth Managment, LLC 0.01% New 20 $9K
Hurley Capital, LLC 0.01% No change 20 $9K
ROSS\JOHNSON & Associates LLC 0.16% New 20 $9K
Pineridge Advisors LLC 0.00% New 19 $9K
Creative Financial Designs Inc. 0.00% Add +5.9% 18 $9K
FSA Wealth Management LLC 0.00% No change 18 $8K
Harbor Investment Advisory, LLC 0.00% No change 18 $8K
Hughes Financial Services, LLC 0.00% New 17 $8K
Archer Investment Corp 0.00% No change 17 $8K
Frazier Financial Advisors, LLC 0.01% No change 16 $7K
First Pacific Financial 0.00% No change 16 $7K
City Holding Co. 0.00% New 16 $7K
Murphy & Mullick Capital Management Corp 0.01% No change 14 $7K
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 +8.3% 13 $6K
HighMark Wealth Management LLC 0.00% No change 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 13 $6K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -66.7% 13 $6K
Barnes Dennig Private Wealth Management LLC 0.01% — 12 $6K
Centricity Wealth Management, LLC 0.01% No change 12 $6K
Continuum Advisory, LLC 0.00% No change 11 $5K
Nemes Rush Group LLC 0.00% No change 11 $5K
Tobam 0.00% New 10 $5K
High Note Wealth, LLC 0.00% No change 10 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 9 $4K
True Wealth Design, LLC 0.00% New 9 $4K
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
Brown, Lisle/Cummings, Inc. 0.00% New 9 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 9 $4K
Valued Wealth Advisors LLC 0.00% No change 8 $4K
MPWM Advisory Solutions, LLC 0.00% No change 8 $4K
Synergy Investment Management, LLC 0.00% No change 8 $4K
SJS Investment Consulting Inc. 0.00% No change 8 $4K
Colonial Trust Co / SC 0.00% Reduce -84.3% 8 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 8 $4K
Altshuler Shaham Ltd 0.00% New 8 $4K
Westside Investment Management, Inc. 0.00% No change 7 $3K
WealthTrak Capital Management LLC 0.00% Reduce -25.0% 6 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $3K
Bare Financial Services, Inc 0.00% New 6 $3K
Truvestments Capital LLC 0.00% No change 6 $3K
Beacon Capital Management, LLC 0.00% New 6 $3K
First Command Advisory Services, Inc. 0.00% New 6 $3K
Bangor Savings Bank 0.00% No change 5 $2K
Clarity Asset Management, Inc. 0.00% New 5 $2K
Horizon Financial Services, LLC 0.00% Add +66.7% 5 $2K
Winnacle Wealth LLC 0.00% Add +25.0% 5 $2K
Carolina Wealth Advisors, LLC 0.00% No change 4 $2K
Wood Tarver Financial Group, LLC 0.00% No change 4 $2K
Nvwm, LLC 0.00% No change 4 $2K
Core Alternative Capital 0.00% Reduce -60.0% 4 $2K
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $2K
Bay Harbor Wealth Management, LLC 0.00% New 4 $2K
TD Capital Management LLC 0.00% No change 3 $1K
Cranbrook Wealth Management, LLC 0.00% No change 3 $1K
Kimelman & Baird, LLC 0.00% No change 3 $1K
Cape Investment Advisory, Inc. 0.00% New 3 $1K
BankPlus Trust Department 0.00% No change 3 $1K
Greenline Partners, LLC 0.00% New 3 $1K
Stonebridge Financial Group, LLC 0.00% New 3 $1K
1620 Investment Advisors, Inc. 0.00% No change 3 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -40.0% 3 $1K
Winthrop Capital Management, LLC 0.00% No change 3 $1K
Valley National Advisers Inc. 0.00% New 3 $1K
HFM Investment Advisors, LLC 0.00% — 2 $932
Financial Network Wealth Advisors LLC 0.00% New 2 $931
POM Investment Strategies, LLC 0.00% No change 2 $931
Quest 10 Wealth Builders, Inc. 0.00% New 2 $931
Capital A Wealth Management, LLC 0.00% No change 2 $931
Parkworth Wealth Management, Inc. 0.00% No change 2 $931
Golden State Wealth Management, LLC 0.00% No change 2 $931
Heritage Wealth Advisors 0.00% Reduce -33.3% 2 $931
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $466
West Branch Capital LLC 0.00% No change 1 $466
Dogwood Wealth Management LLC 0.00% New 1 $466
Studio Investment Management LLC 0.00% No change 1 $466
Y.D. More Investments Ltd 0.00% Add +14.0% 220 $276

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