Moody'sMCO

13F holders, Q2 2025 (June 30)
1,348holders +33
136new positions
95sold out
18famous investors
$501.39avg. 13F price*

At the end of Q2 2025, 1,348 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 33 from Q1 2025. 136 opened new positions and 95 sold out. The largest holders were Berkshire Hathaway ($12.4B), BlackRock, Inc. ($7.6B) and Vanguard Group Inc. ($7.5B). 18 famous investors held it, including Dev Kantesaria (14.6% of Valley Forge Capital Management's portfolio), Chris Hohn (13.1% of TCI Fund Management's portfolio) and Chuck Akre (11.3% of Akre Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions136$482.2M
Exits95$336.0M

All 13F filers, Q1 2025 → Q2 2025: 5,323,299 shares bought and 6,427,553 shares sold, net −1,104,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,348 holders

Berkshire Hathaway 4.81% No change 24,669,778 $12.4B
BlackRock, Inc. 0.15% Reduce -2.8% 15,109,153 $7.6B
Vanguard Group Inc. 0.12% Add +1.3% 15,006,997 $7.5B
TCI Fund Management 13.10% Add +0.6% 13,246,979 $6.6B
State Street Corp. 0.13% Reduce -1.0% 7,144,852 $3.6B
FMR LLC 0.18% Reduce -3.7% 6,248,723 $3.1B
Geode Capital Management, LLC 0.14% Add +1.8% 3,888,788 $1.9B
Bank of New York Mellon Corp 0.25% Reduce -3.9% 2,613,028 $1.3B
Fiera Capital Corp 4.38% Add +1.4% 2,574,948 $1.3B
Morgan Stanley 0.08% Reduce -2.3% 2,330,147 $1.2B
PineStone Asset Management Inc. 7.50% Add +10.3% 2,311,020 $1.2B
Akre Capital Management 11.32% Reduce -5.3% 2,305,424 $1.2B
Norges Bank 0.12% Add +0.1% 1,968,787 $987.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Add +13.0% 1,866,893 $936.4M
Northern Trust Corp. 0.12% Reduce -1.2% 1,739,694 $872.6M
Massachusetts Financial Services Co. 0.24% Reduce -4.3% 1,519,316 $762.1M
Goldman Sachs Group Inc. 0.12% Reduce -6.3% 1,433,567 $719.1M
Legal & General Group Plc 0.17% Reduce -2.6% 1,355,642 $680.0M
Jennison Associates LLC 0.40% Reduce -14.3% 1,345,306 $674.8M
Valley Forge Capital Management 14.56% No change 1,314,144 $659.2M
Longview Partners (Guernsey) LTD 5.39% Reduce -5.8% 1,247,668 $625.8M
JPMorgan Chase & Co. 0.04% Reduce -11.2% 1,149,466 $576.6M
Rothschild & Co Wealth Management UK Ltd 8.22% Add +1.4% 1,101,804 $552.7M
Invesco Ltd. 0.09% Add +4.0% 1,059,167 $531.3M
Charles Schwab Investment Management Inc. 0.09% Add +2.2% 1,050,181 $526.8M
Windacre Partnership LLC 6.76% Reduce -2.7% 983,595 $493.4M
Altarock Partners LP 8.72% Add +0.1% 952,254 $477.6M
Deutsche Bank AG 0.18% Add +2.6% 946,811 $474.9M
Royal Bank of Canada 0.08% Reduce -15.2% 867,215 $435.0M
Amundi 0.15% Reduce -10.1% 865,048 $430.0M
Ninety One UK Ltd 0.99% Add +1.1% 837,471 $420.1M
Ako Capital LLP 5.24% Add +0.1% 827,554 $415.1M
Allen Investment Management, LLC 4.52% Reduce -8.5% 827,217 $414.9M
Dimensional Fund Advisors LP 0.09% Reduce -0.7% 799,630 $401.0M
Baillie Gifford & Co. 0.28% Reduce -2.9% 736,778 $369.6M
Stifel Financial Corp. 0.35% Add +2243.5% 724,130 $363.2M
Nuveen, LLC 0.10% Add +2.3% 721,964 $362.1M
Bank of America Corp. 0.03% Add +12.8% 705,996 $354.1M
Neuberger Berman Group LLC 0.27% Reduce -2.9% 701,908 $352.1M
T. Rowe Price Associates Inc. 0.04% Add +85.5% 685,973 $344.1M
Russell Investments Group, Ltd. 0.42% Reduce -2.9% 665,695 $332.3M
Acadian Asset Management LLC 0.68% Add +3.2% 654,879 $328.4M
Principal Financial Group Inc. 0.17% Reduce -2.6% 645,769 $323.9M
TD Asset Management Inc 0.27% Reduce -3.2% 637,392 $319.7M
UBS Group AG 0.07% Reduce -29.9% 632,215 $317.1M
Evergreen Quality Fund GP, Ltd. 9.57% Add +24.7% 617,400 $309.7M
HSBC Holdings PLC 0.19% Add +13.8% 600,382 $300.1M
Nordea Investment Management AB 0.28% Add +19.6% 604,010 $298.5M
Barclays PLC 0.11% Reduce -10.2% 537,690 $269.7M
Storebrand Asset Management As 0.77% Reduce -5.8% 526,919 $264.3M
Marshfield Associates 5.29% Add +0.4% 516,014 $258.8M
Schroder Investment Management Group 0.21% Reduce -2.7% 496,341 $249.0M
Envestnet Asset Management Inc. 0.07% Add +8.2% 484,108 $242.8M
Local Pensions Partnership Investment Ltd 4.31% Reduce -3.7% 465,868 $233.5M
Cantillon Capital Management LLC 1.30% Reduce -2.8% 446,889 $224.2M
Brown Advisory Inc. 0.29% Reduce -34.2% 446,698 $224.1M
Voya Investment Management LLC 0.25% Reduce -8.5% 431,288 $216.3M
Franklin Resources Inc. 0.06% Reduce -21.1% 429,377 $215.4M
DF Dent & Co. Inc. 2.73% Reduce -1.7% 428,196 $214.8M
Canoe Financial LP 3.04% Reduce -5.2% 425,642 $213.5M
First Trust Advisors LP 0.17% Add +4.8% 422,167 $211.8M
Sarasin & Partners LLP 2.10% Reduce -5.8% 420,259 $210.8M
Janus Henderson Group PLC 0.10% Reduce -1.7% 416,944 $209.1M
BLS Capital Fondsmaeglerselskab A/S 6.10% Add +23.5% 377,636 $189.4M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +0.5% 375,561 $188.4M
National Pension Service 0.16% Reduce -18.3% 360,772 $181.0M
Qube Research & Technologies Ltd 0.25% Reduce -12.7% 352,889 $177.0M
Employees Provident Fund Board 1.52% Add +17.4% 350,000 $175.6M
Rhumbline Advisers 0.14% Reduce -2.6% 323,961 $162.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +5.9% 300,870 $150.9M
Newport Trust Company, LLC 0.35% Reduce -1.0% 293,257 $147.1M
California Public Employees Retirement System 0.09% Add +1.8% 287,670 $144.3M
Citadel Advisors 0.12% Add +332.8% 279,650 $140.3M
Aviva PLC 0.29% Reduce -18.0% 279,070 $140.0M
Manning & Napier Advisors LLC 1.63% Add +25.7% 272,896 $136.9M
Generation Investment Management LLP 0.86% New 271,074 $136.0M
King Luther Capital Management Corp. 0.59% Reduce -1.7% 269,002 $134.9M
HighTower Advisors, LLC 0.17% Reduce -1.0% 262,694 $131.8M
Chilton Investment Co. Inc. 2.81% Add +11.3% 252,048 $126.4M
California State Teachers Retirement System 0.14% Reduce -0.8% 250,132 $125.5M
Citigroup Inc. 0.09% Add +44.7% 247,690 $124.2M
Raymond James Financial Inc. 0.04% Add +0.4% 243,407 $122.1M
Skye Global Management LP 2.52% No change 236,000 $118.4M
Sei Investments Co. 0.14% Add +79.3% 235,237 $118.0M
Congress Asset Management Co. 0.77% Reduce -0.5% 224,420 $112.6M
National Bank of Canada 0.12% Reduce -3.1% 222,320 $111.5M
New York State Common Retirement Fund 0.15% Reduce -2.3% 220,911 $110.8M
Los Angeles Capital Management LLC 0.41% Reduce -20.1% 220,202 $110.5M
Markel Group 0.91% No change 213,890 $107.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +11.3% 209,870 $105.3M
Corient Private Wealth LP 0.13% Add +87.2% 200,190 $100.4M
Mitsubishi UFJ Trust & Banking Corp 0.23% Reduce -6.2% 198,396 $99.5M
Ameriprise Financial Inc. 0.02% Reduce -15.8% 193,006 $96.8M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -27.3% 185,665 $93.1M
Flossbach Von Storch SE 0.38% Add +2.6% 185,439 $93.0M
Canada Pension Plan Investment Board 0.08% Add +9.5% 183,363 $92.0M
CANADA LIFE ASSURANCE Co 0.14% Reduce -0.7% 177,624 $89.2M
Ycg, LLC 6.89% Reduce -1.1% 177,663 $89.1M
Natixis Advisors, LLC 0.14% Add +4.7% 175,522 $88.0M
Bristol John W & Co. Inc. 1.41% Reduce -0.1% 173,377 $87.0M
BNP Paribas Financial Markets 0.07% Reduce -29.5% 170,611 $85.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Add +105.3% 168,094 $84.3M
Alliancebernstein L.P. 0.03% Reduce -5.8% 165,783 $83.2M
Barr E S & Co. 4.72% Reduce -0.5% 164,014 $82.3M
Bristol Gate Capital Partners Inc. 4.63% Reduce -18.7% 162,283 $81.4M
GFI Investment Counsel Ltd. 8.80% Add +0.2% 161,060 $80.8M
Robeco Institutional Asset Management B.V. 0.13% Reduce -49.8% 158,668 $79.6M
State Board of Administration of Florida Retirement System 0.14% Add +1.2% 154,878 $77.7M
Aberdeen Group plc 0.13% Add +6.3% 156,677 $77.7M
Armstrong Henry H Associates Inc. 7.05% Reduce -1.1% 148,837 $74.7M
PNC Financial Services Group, Inc. 0.05% Reduce -2.2% 144,775 $72.6M
LPL Financial LLC 0.02% Add +10.4% 141,192 $70.8M
Man Group plc 0.15% Reduce -14.0% 133,845 $67.1M
CI Investments Inc. 0.25% Reduce -1.8% 133,832 $67.1M
Bank of Montreal 0.03% Reduce -22.0% 131,751 $66.1M
New York State Teachers Retirement System 0.13% Add +0.0% 127,120 $63.8M
Assenagon Asset Management S.A. 0.10% Reduce -8.5% 126,726 $63.6M
Bowie Capital Management, LLC 3.00% Reduce -3.8% 126,202 $63.3M
APG Asset Management N.V. 0.19% Add +43.9% 147,600 $63.1M
Rings Capital Management LLC 29.11% No change 120,000 $60.2M
AEGON ASSET MANAGEMENT UK Plc 0.77% Add +32.7% 119,255 $59.8M
Caledonia Investments PLC 5.86% Add +12.0% 118,800 $59.5M
Schwartz Investment Counsel Inc. 1.95% No change 118,200 $59.3M
Wells Fargo & Company 0.01% Reduce -0.9% 117,417 $58.9M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -11.1% 113,154 $56.8M
Wellington Management Group LLP 0.01% Reduce -21.6% 111,454 $55.9M
DekaBank Deutsche Girozentrale 0.10% Add +0.4% 109,449 $54.1M
AQR Capital Management 0.04% Add +190.5% 108,614 $53.7M
Baskin Financial Services Inc. 4.05% Add +0.2% 106,706 $53.5M
Oribel Capital Management, LP 2.80% New 105,500 $52.9M
Cercano Management LLC 1.51% Reduce -38.1% 105,287 $52.8M
Pictet Asset Management Holding SA 0.05% Reduce -3.9% 102,848 $51.6M
Marshall Wace, LLP 0.06% Add +482.6% 102,126 $51.2M
KBC Group NV 0.14% Add +6.9% 99,962 $50.1M
State of Wisconsin Investment Board 0.12% Reduce -4.4% 94,919 $47.6M
Mar Vista Investment Partners LLC 3.59% Add +1.0% 93,431 $46.9M
First Manhattan Co. Llc. 0.13% Reduce -1.9% 93,381 $46.8M
1832 Asset Management L.P. 0.08% Add +53.4% 90,953 $45.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -3.5% 89,690 $45.0M
Allianz Asset Management GmbH 0.06% Reduce -18.1% 87,985 $44.1M
Banque Pictet & Cie SA 0.46% Reduce -25.0% 87,581 $43.9M
Chevy Chase Trust Holdings, LLC 0.13% Add +0.5% 87,531 $43.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.68% Add +1.5% 86,950 $43.6M
Prudential Financial Inc. 0.06% Add +8.2% 86,649 $43.5M
Danske Bank A/S 0.11% Add +4.6% 85,951 $43.1M
Quantum Capital Management, LLC / NJ 4.66% Add +27.7% 85,919 $43.1M
Korea Investment CORP 0.10% Reduce -12.7% 85,197 $42.7M
Toronto Dominion Bank 0.09% Add +30.2% 83,765 $42.0M
Ironvine Capital Partners, LLC 4.29% Add +0.2% 82,516 $41.4M
Candlestick Capital Management LP 1.37% New 82,201 $41.2M
Triple Frond Partners LLC 4.63% No change 81,627 $40.9M
Lazard Freres Gestion S.A.S. 1.00% Add +107.6% 81,401 $40.8M
Prana Capital Management, LP 1.47% New 81,043 $40.7M
J. Safra Sarasin Holding AG 0.70% Add +3.9% 80,437 $40.3M
Pinebridge Investments, L.P. 0.31% Reduce -21.3% 79,092 $39.7M
Royal London Asset Management Ltd. 0.09% Reduce -2.4% 77,380 $38.8M
KLP Kapitalforvaltning As 0.17% Reduce -14.2% 77,261 $38.8M
Summitry LLC 1.75% Add +2.0% 76,771 $38.5M
Bank of Nova Scotia 0.08% Add +0.6% 76,276 $38.3M
NS Partners Ltd 1.51% Reduce -3.6% 73,829 $37.0M
Public Employees Retirement System of Ohio 0.12% Reduce -0.2% 73,387 $36.8M
Treasurer of the State of North Carolina 0.12% Add +0.4% 72,615 $36.4M
Teacher Retirement System of Texas 0.15% Reduce -22.5% 71,928 $36.1M
Nomura Asset Management Co. Ltd. 0.10% Add +3.5% 71,855 $36.0M
Asset Management One Co., Ltd. 0.11% Add +2.5% 71,591 $35.9M
Mackenzie Financial Corp. 0.05% Add +1.8% 70,736 $35.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +2.2% 70,012 $35.1M
Nisa Investment Advisors, LLC 0.16% Add +2.6% 68,644 $34.4M
Swedbank AB 0.04% Add +1.2% 68,555 $34.4M
Renaissance Group LLC 1.31% Add +22.1% 66,793 $33.5M
Gillson Capital LP 2.54% Add +37.3% 66,231 $33.2M
Zacks Investment Management 0.28% Add +0.1% 64,798 $32.5M
Ninety One North America, Inc. 1.59% Add +41.7% 64,583 $32.4M
Holocene Advisors, LP 0.08% New 64,493 $32.3M
Forsta Ap-Fonden 0.21% Add +20.4% 64,200 $32.2M
Voloridge Investment Management, LLC 0.12% Reduce -67.3% 62,825 $31.5M
Cullen/Frost Bankers, Inc. 0.39% Add +0.9% 62,484 $31.3M
Captrust Financial Advisors 0.07% Add +49.2% 62,032 $31.1M
Schonfeld Strategic Advisors LLC 0.23% Add +333.4% 61,967 $31.1M
Agf Management Ltd. 0.14% Add +4.8% 61,237 $30.7M
Mariner, LLC 0.04% Add +2.3% 60,588 $30.4M
Mn Services Vermogensbeheer B.V. 0.21% Reduce -0.5% 60,572 $30.4M
M&T Bank Corp 0.10% Reduce -2.5% 60,133 $30.2M
BRX Global LP 25.32% No change 59,743 $30.0M
Cobblestone Capital Advisors LLC 1.51% Add +0.7% 58,936 $29.6M
Victory Capital Management Inc. 0.02% Reduce -5.6% 57,892 $29.0M
Makena Capital Management LLC 2.87% Add +20.0% 57,185 $28.7M
Norris Perne & French LLP 2.00% Reduce -0.1% 56,993 $28.6M
Ceredex Value Advisors LLC 0.60% New 56,159 $28.2M
Perigon Wealth Management, LLC 0.65% Add +0.2% 55,380 $27.8M
Resona Asset Management Co.,Ltd. 0.14% Add +3.3% 55,553 $27.7M
Natixis 0.14% Add +88.4% 55,091 $27.6M
Bank Pictet & Cie (Europe) AG 0.59% Reduce -21.8% 54,954 $27.6M
Handelsbanken Fonder AB 0.10% Reduce -8.0% 54,701 $27.4M
State of New Jersey Common Pension Fund D 0.11% No change 54,269 $27.2M
State of Tennessee, Department of Treasury 0.10% Add +6.5% 53,951 $27.1M
Focus Partners Wealth 0.06% Add +0.2% 53,773 $27.0M
Ensign Peak Advisors, Inc 0.05% Add +1.6% 53,738 $27.0M
Select Equity Group, L.P. 0.11% Add +24.3% 53,574 $26.9M
Hikari Power Ltd 2.21% Add +0.7% 53,040 $26.6M
Gabelli Funds LLC 0.19% Reduce -0.0% 51,887 $26.0M
BLI - Banque de Luxembourg Investments 0.74% Add +6.4% 53,080 $25.9M
Rafferty Asset Management, LLC 0.09% Add +1.4% 51,447 $25.8M
Vancity Investment Management Ltd 3.25% Add +8.0% 51,251 $25.7M
CIBC Private Wealth Group LLC 0.05% Reduce -1.4% 50,856 $25.5M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Reduce -7.4% 49,915 $25.0M
Worldquant Millennium Advisors LLC 0.12% Reduce -74.4% 49,635 $24.9M
Comerica Bank 0.10% Add +1.9% 49,534 $24.8M
Welch & Forbes LLC 0.31% Add +0.5% 49,106 $24.6M
Artemis Investment Management LLP 0.32% Reduce -9.8% 49,035 $24.6M
UniSuper Management Pty Ltd 0.16% Reduce -0.8% 48,559 $24.4M
Achmea Investment Management B.V. 0.31% Reduce -6.1% 47,570 $23.9M
Arizona State Retirement System 0.14% Reduce -1.1% 47,330 $23.7M
Walter Public Investments Inc. 3.96% Add +5.4% 46,610 $23.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% Add +7.6% 46,543 $23.3M
MetLife Investment Management, LLC 0.14% Reduce -1.4% 46,511 $23.3M
Fiduciary Group, LLC 2.19% Reduce -0.3% 46,452 $23.3M
Campbell Newman Asset Management Inc. 1.82% Reduce -3.5% 45,495 $22.8M
Jain Global LLC 0.37% New 45,024 $22.6M
Mediolanum International Funds Ltd 0.27% Add +31.5% 45,953 $22.4M
State of Michigan Retirement System 0.12% Add +0.2% 44,706 $22.4M
Kestra Advisory Services, LLC 0.11% Reduce -0.4% 44,602 $22.4M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -13.1% 43,738 $21.9M
AXA S.A. 0.06% Add +43.8% 43,286 $21.7M
Eisler Capital Management Ltd. 0.71% Add +12.6% 41,369 $20.8M
Macquarie Group Ltd. 0.02% Reduce -29.7% 40,338 $20.2M
Xponance LLC 0.17% Reduce -16.5% 39,746 $19.9M
Tidal Investments LLC 0.13% Add +351.9% 39,449 $19.8M
Cerity Partners LLC 0.04% Reduce -8.5% 39,420 $19.8M
Marsico Capital Management LLC 0.53% Add +109.7% 38,622 $19.4M
Caisse de depot et placement du Quebec 0.04% Reduce -51.7% 38,432 $19.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +7.2% 37,944 $19.0M
STRS Ohio 0.07% Reduce -30.5% 37,934 $19.0M
D. E. Shaw & Co. 0.02% Add +76.5% 37,837 $19.0M
Czech National Bank 0.15% Add +6.4% 37,817 $19.0M
Erste Asset Management GmbH 0.16% Add +2069.9% 38,625 $18.9M
GHP Investment Advisors, Inc. 0.83% Add +1.4% 37,203 $18.7M
Shell Asset Management Co. 0.64% Add +15.9% 37,188 $18.7M
Federation des caisses Desjardins du Quebec 0.08% Add +8.6% 36,842 $18.5M
CW Advisors, LLC 0.18% Add +1.3% 36,771 $18.4M
Swiss Life Asset Management Ltd 0.11% Reduce -3.5% 36,454 $18.3M
Amalgamated Bank 0.14% Add +1.9% 36,062 $18.1M
Baron Capital (BAMCO) 0.05% No change 36,029 $18.1M
NorthCrest Asset Manangement, LLC 0.49% Reduce -3.3% 35,762 $18.1M
Bluegrass Capital Partners LP 12.52% Add +24.1% 36,000 $18.1M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -0.8% 35,122 $17.5M
ProShare Advisors LLC 0.03% Reduce -5.5% 34,261 $17.2M
Fifth Third Bancorp 0.06% Reduce -1.8% 34,227 $17.2M
Progressive Investment Management Corp 4.36% Reduce -1.1% 34,143 $17.1M
Retirement Systems of Alabama 0.06% Reduce -0.2% 33,199 $16.7M
Cetera Investment Advisers 0.03% Add +16.5% 33,116 $16.6M
O'shaughnessy Asset Management, LLC 0.11% Add +19.5% 32,917 $16.5M
Raub Brock Capital Management LP 3.56% Reduce -4.5% 32,592 $16.3M
Oxbow Advisors, LLC 1.80% Add +1.6% 32,311 $16.2M
DNB Asset Management AS 0.07% Add +6.2% 32,310 $16.2M
Van Eck Associates Corp. 0.02% Reduce -5.9% 32,119 $16.1M
Quantinno Capital Management LP 0.07% Add +39.8% 32,079 $16.1M
Varma Mutual Pension Insurance Co 0.12% Reduce -0.9% 31,966 $16.0M
Public Sector Pension Investment Board 0.07% Reduce -23.1% 31,858 $16.0M
Hikari Tsushin, Inc. 1.12% No change 31,689 $15.9M
Janney Montgomery Scott LLC 0.04% Reduce -19.1% 31,505 $15.8M
Susquehanna International Group, LLP 0.02% Add +118.4% 30,782 $15.4M
IFM Investors Pty Ltd 0.15% Add +5.6% 30,626 $15.4M
Troy Asset Management Ltd 0.42% No change 30,308 $15.2M
Liontrust Investment Partners LLP 0.22% Reduce -2.7% 30,188 $15.1M
Ingalls & Snyder LLC 0.54% Reduce -1.7% 29,969 $15.0M
Prudential PLC 0.09% Reduce -4.0% 28,391 $14.2M
Marks Group Wealth Management, Inc 1.32% Add +0.2% 28,364 $14.2M
Daiwa Securities Group Inc. 0.05% Reduce -15.8% 27,909 $14.0M
Cornerstone Advisors, LLC 0.48% Add +175.3% 27,800 $13.9M
Creative Planning 0.01% Reduce -1.8% 27,678 $13.9M
Square Wave Capital, LLC 13.31% Add +14.6% 27,669 $13.9M
11 Capital Partners LP 4.35% Reduce -21.2% 27,580 $13.8M
Pragma Gestao DE Patrimonio Ltd. 6.03% Add +1.1% 27,500 $13.8M
Scotia Capital Inc. 0.06% Add +12.3% 27,290 $13.7M
Aquamarine Capital (Aquamarine Zurich) 4.37% No change 27,000 $13.5M
USS Investment Management Ltd 0.08% Add +1.9% 26,785 $13.4M
Pelham Capital Ltd. 7.16% Add +15.3% 26,563 $13.3M
US Bancorp \de 0.02% Add +2.3% 26,073 $13.1M
Utah Retirement Systems 0.14% Reduce -1.1% 25,896 $13.0M
Blair William & Co. 0.04% Reduce -41.0% 25,805 $12.9M
Candriam S.C.A. 0.07% Reduce -33.5% 25,727 $12.9M
Banco Santander, S.A. 0.12% No change 25,672 $12.9M
American Century Companies Inc. 0.01% Reduce -8.7% 25,594 $12.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -18.3% 25,476 $12.8M
Truist Financial Corp. 0.02% Reduce -0.2% 25,378 $12.7M
CIBC Asset Management Inc 0.04% Add +3.8% 25,303 $12.7M
Brown Brothers Harriman & Co. 0.08% Add +76.3% 25,172 $12.6M
Pathstone Holdings, LLC 0.05% Add +1.1% 25,055 $12.6M
Commonwealth Equity Services, LLC 0.02% Add +4.1% 24,853 $12.5M
Brasada Capital Management, LP 2.13% Reduce -4.1% 24,630 $12.4M
Ethic Inc. 0.22% Reduce -0.5% 25,362 $12.4M
Two Sigma Investments, LP 0.02% Reduce -83.3% 24,527 $12.3M
Vanguard Personalized Indexing Management, LLC 0.14% Add +22.6% 24,308 $12.2M
Andra AP-fonden 0.17% Reduce -35.3% 24,200 $12.1M
Donaldson Capital Management, LLC 0.44% Reduce -1.3% 24,005 $12.0M
Police & Firemen's Retirement System of New Jersey 0.11% Add +2.6% 23,691 $11.9M
Vident Advisory, LLC 0.13% Add +9.0% 23,586 $11.8M
Canada Post Corp Registered Pension Plan 0.69% New 23,490 $11.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +3.3% 23,280 $11.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +2.8% 23,371 $11.7M
Vontobel Holding Ltd. 0.04% Reduce -6.2% 23,306 $11.7M
New York Life Investment Management LLC 0.11% Add +1.1% 23,196 $11.6M
Tokio Marine Asset Management Co. Ltd. 0.44% Add +35.1% 23,150 $11.6M
Gotham Asset Management 0.07% Reduce -36.0% 22,863 $11.5M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Reduce -30.6% 22,813 $11.4M
Evoke Wealth, LLC 0.26% Reduce -2.6% 22,225 $11.1M
Oppenheimer Asset Management Inc. 0.13% Reduce -0.3% 22,186 $11.1M
MML Investors Services, LLC 0.03% Add +0.1% 22,062 $11.1M
Boothbay Fund Management, LLC 0.34% New 21,302 $10.7M
FIL Ltd 0.01% Reduce -6.6% 21,243 $10.7M
Public Employees Retirement Association of Colorado 0.04% Reduce -3.0% 21,162 $10.6M
Nissay Asset Management Corp. /Japan 0.06% Reduce -0.9% 20,527 $10.3M
Mercer Global Advisors Inc. 0.02% Add +44.3% 20,466 $10.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +8.3% 20,412 $10.2M
Calamos Wealth Management LLC 0.44% Add +0.4% 20,333 $10.2M
Park State Asset Management 6.53% Reduce -6.1% 20,306 $10.2M
NorthCoast Asset Management LLC 0.04% Reduce -62.0% 20,213 $10.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +1.8% 20,207 $10.1M
Dock Street Asset Management Inc. 0.94% Reduce -5.2% 20,003 $10.0M
Cibc World Markets Corp. 0.07% Add +3.8% 19,768 $9.9M
Thrivent Financial for Lutherans 0.02% Add +185.9% 19,441 $9.8M
Threadgill Financial, LLC 5.22% Add +90.6% 19,440 $9.8M
Milestones Administradora de Recursos Ltda. 3.27% Add +214.7% 19,055 $9.6M
Elo Mutual Pension Insurance Co 0.19% Reduce -4.6% 18,851 $9.5M
LGT Fund Management Co Ltd. 0.83% No change 18,813 $9.4M
Ninety One SA (Pty) Ltd 1.54% Add +0.8% 18,918 $9.4M
Yousif Capital Management, LLC 0.10% Reduce -0.7% 18,551 $9.3M
Two Sigma Advisers, LP 0.02% Reduce -87.5% 18,300 $9.2M
Illinois Municipal Retirement Fund 0.12% Add +6.4% 18,238 $9.1M
Lansing Management LP 6.23% Add +71.1% 18,135 $9.1M
QRG Capital Management, Inc. 0.08% Add +3.3% 17,963 $9.0M
Mutual of America Capital Management LLC 0.10% Reduce -1.4% 17,743 $8.9M
State of Alaska, Department of Revenue 0.09% Reduce -4.3% 17,365 $8.7M
OP Asset Management Ltd 0.13% Add +1.5% 17,218 $8.6M
Tower Bridge Advisors 0.94% Reduce -4.6% 17,162 $8.6M
Summit Global Investments 0.50% New 16,881 $8.5M
W1M Asset Management Ltd 0.64% Reduce -61.6% 16,804 $8.4M
Seilern Investment Management Ltd 0.55% Reduce -7.0% 16,757 $8.4M
Woodline Partners LP 0.04% Add +27.9% 16,736 $8.4M
Crown Oak Advisors, LLC 3.95% Add +1.2% 16,673 $8.4M
Carderock Capital Management Inc. 2.13% Reduce -17.3% 16,613 $8.3M
Douglass Winthrop Advisors, LLC 0.15% Reduce -3.7% 16,572 $8.3M
NatWest Group plc 2.45% Reduce -25.2% 16,548 $8.3M
LGT Group Foundation 0.10% Reduce -13.8% 16,237 $8.1M
Kintegral Advisory, LLC 0.72% Reduce -0.1% 15,759 $7.9M
Stanley Capital Management, LLC 1.33% No change 15,758 $7.9M
GAMCO Investors 0.08% Add +26.2% 15,326 $7.7M
AdvisorShares Investments LLC 1.37% Reduce -3.9% 15,120 $7.6M
Hudson Bay Capital Management LP 0.06% Reduce -2.1% 15,000 $7.5M
East Coast Asset Management, LLC. 2.49% Add +0.1% 14,936 $7.5M
B. Metzler seel. Sohn & Co. AG 0.07% Add +3.8% 14,846 $7.4M
Strategic Global Advisors, LLC 1.21% Add +6.6% 14,775 $7.4M
Blue Zone Wealth Advisors, LLC 1.83% Add +4.3% 14,592 $7.3M
Empowered Funds, LLC 0.08% Reduce -23.8% 14,534 $7.3M
Ghe, LLC 3.21% Reduce -12.5% 14,295 $7.2M
Connecticut Wealth Management, LLC 0.34% Reduce -0.1% 14,204 $7.1M
Metis Global Partners, LLC 0.18% Reduce -7.6% 13,901 $7.0M
Glenmede Investment Management, LP 0.04% — 13,813 $6.9M
K.J. Harrison & Partners Inc 1.14% Reduce -12.8% 13,675 $6.9M
Rockefeller Capital Management L.P. 0.01% Add +12.8% 13,649 $6.8M
Penbrook Management LLC 5.15% No change 13,650 $6.8M
HB Wealth Management, LLC 0.05% Add +0.8% 13,636 $6.8M
Americana Partners, LLC 0.24% Reduce -6.7% 13,635 $6.8M
Alps Advisors Inc. 0.04% Reduce -1.4% 13,530 $6.8M
ASR Vermogensbeheer N.V. 0.09% Reduce -1.8% 13,431 $6.7M
XXEC, Inc. 5.41% Reduce -4.3% 13,418 $6.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.41% Reduce -6.3% 13,405 $6.7M
Oddo BHF Asset Management Sas 0.26% Reduce -6.6% 13,370 $6.7M
Oregon Public Employees Retirement Fund 0.12% Add +0.8% 13,369 $6.7M
Fiduciary Alliance LLC 0.50% Reduce -10.2% 13,345 $6.7M
Railway Pension Investments Ltd 0.09% No change 13,300 $6.7M
NEOS Investment Management LLC 0.08% Reduce -5.6% 12,971 $6.5M
Generali Asset Management SPA SGR 0.15% Reduce -32.8% 12,960 $6.5M
Wealthfront Advisers LLC 0.02% Add +16.9% 12,914 $6.5M
&partners 0.05% Add +224.0% 12,732 $6.4M
Pacer Advisors, Inc. 0.02% Add +61.1% 12,724 $6.4M
SG Americas Securities, LLC 0.03% Reduce -82.3% 12,611 $6.3M
National Philanthropic Trust 0.08% Add +0.1% 12,439 $6.2M
Yacktman Asset Management 0.08% Add +62.0% 12,425 $6.2M
Teachers Retirement System of the State of Kentucky 0.05% Add +1.3% 12,187 $6.1M
Banque Cantonale Vaudoise 0.25% Add +35.3% 12,096 $6.1M
Midwest Professional Planners, LTD. 1.58% Add +1.5% 11,963 $6.0M
Employees Retirement System of Texas 0.06% New 11,900 $6.0M
Lincoln Capital LLC 1.15% No change 11,894 $6.0M
Atria Investments, Inc 0.07% Add +0.3% 11,872 $6.0M
Ballentine Partners, LLC 0.09% Reduce -8.8% 11,858 $5.9M
Roundview Capital LLC 0.39% Add +7.3% 11,684 $5.9M
Jane Street Group, LLC 0.01% Reduce -64.1% 11,620 $5.8M
Live Oak Private Wealth LLC 0.87% Add +3.2% 11,563 $5.8M
Titan Global Capital Management USA LLC 0.91% Add +9.1% 11,545 $5.8M
Ibex Wealth Advisors 0.62% New 11,516 $5.8M
Bessemer Group Inc. 0.01% Add +24.1% 11,307 $5.7M
iA Global Asset Management Inc. 0.08% Add +16.9% 11,102 $5.6M
Jones Financial Companies LLLP 0.00% Add +12.8% 11,387 $5.6M
Fogel Capital Management, Inc. 2.96% Add +3.3% 11,075 $5.6M
Oppenheimer & Co. Inc. 0.07% Add +325.4% 11,072 $5.6M
Central Bank & Trust Co. 0.91% Reduce -10.0% 11,051 $5.5M
Moore Capital Management, LP 0.12% New 10,962 $5.5M
Federated Hermes, Inc. 0.01% Add +15.4% 10,916 $5.5M
BNP Paribas 0.18% Reduce -6.1% 10,884 $5.5M
Crossmark Global Holdings, Inc. 0.09% Reduce -58.8% 10,883 $5.5M
Vinva Investment Management Ltd 0.14% Add +33.4% 11,173 $5.5M
Benjamin Edwards Inc. 0.07% Add +170.3% 10,859 $5.4M
Keybank National Association 0.02% Add +4.3% 10,850 $5.4M
Altrafin AG 1.84% Reduce -2.7% 10,845 $5.4M
Baird Financial Group, Inc. 0.01% Reduce -42.0% 10,732 $5.4M
Fiduciary Trust Co 0.07% Add +0.1% 10,712 $5.4M
Mizuho Securities USA LLC 0.11% — 10,694 $5.4M
Ieq Capital, LLC 0.03% Add +10.6% 10,602 $5.3M
Cloverfields Capital Group, LP 1.58% Reduce -4.3% 10,596 $5.3M
Avanza Fonder AB 0.16% Reduce -11.6% 10,550 $5.3M
Sanctuary Advisors, LLC 0.03% Reduce -1.1% 10,466 $5.2M
Smith Salley Wealth Management 0.30% Add +3.8% 10,457 $5.2M
Osaic Holdings, Inc. 0.01% Add +12.7% 10,349 $5.2M
Taylor Hoffman Capital Management LLC 1.76% Add +2.6% 10,274 $5.2M
Kentucky Retirement Systems 0.15% Reduce -6.2% 10,127 $5.1M
Taikang Asset Management (Hong Kong) Co Ltd 0.65% No change 10,091 $5.1M
Allianz SE 0.12% Add +17.5% 10,090 $5.1M
KP Management LLC 2.03% No change 10,000 $5.0M
TRB Advisors LP 1.20% New 10,000 $5.0M
Insight Wealth Strategies, LLC 0.63% Add +0.5% 9,942 $5.0M
Merit Financial Group, LLC 0.06% Add +41.0% 9,944 $5.0M
OMERS ADMINISTRATION Corp 0.04% No change 9,596 $4.8M
UMB Bank, n.a. 0.07% Add +7.3% 9,509 $4.8M
Windmill Hill Asset Management Ltd 1.31% No change 9,491 $4.8M
Point72 Europe (London) LLP 0.24% New 9,400 $4.7M
Diversify Wealth Management, LLC 0.29% Add +6.0% 9,115 $4.7M
Hartford Investment Management Co. 0.15% Reduce -1.2% 9,329 $4.7M
Callan Family Office, LLC 0.15% Add +265.6% 9,290 $4.7M
Commerzbank Aktiengesellschaft 0.11% Add +3.8% 9,283 $4.7M
Sterling Investment Management, LLC 3.04% Add +27.2% 9,157 $4.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +117.6% 9,147 $4.6M
United Capital Financial Advisors, LLC 0.04% Add +1.0% 9,141 $4.6M
Glenview Trust Co 0.08% Reduce -1.5% 9,089 $4.6M
Generate Investment Management Ltd 0.25% New 9,072 $4.6M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -18.1% 8,717 $4.4M
Verition Fund Management LLC 0.03% Reduce -12.3% 8,696 $4.4M
Norinchukin Bank, The 0.06% Add +7.2% 8,654 $4.3M
Laird Norton Wetherby Wealth Management, LLC 0.19% — 8,545 $4.3M
Transamerica Financial Advisors, LLC 0.40% Reduce -3.7% 8,435 $4.2M
Gulf International Bank (UK) Ltd 0.15% Reduce -11.0% 8,339 $4.2M
Bretton Capital Management, LLC 3.76% No change 8,300 $4.2M
Sciencast Management LP 0.85% New 8,219 $4.1M
Groupama Asset Managment 0.07% Add +42.5% 8,439 $4.1M
Louisiana State Employees Retirement System 0.07% Reduce -1.2% 8,200 $4.1M
Securian Asset Management, Inc. 0.12% Reduce -1.5% 8,144 $4.1M
Snowden Capital Advisors LLC 0.12% Add +2.7% 8,018 $4.0M
Harbor Advisors LLC 0.66% No change 8,000 $4.0M
Hennion & Walsh Asset Management, Inc. 0.16% Reduce -11.6% 7,997 $4.0M
Rathbones Group PLC 0.02% Reduce -0.2% 7,785 $3.9M
Citadel Investment Advisory, Inc. 1.87% Reduce -3.5% 7,702 $3.9M
Sterling Capital Management LLC 0.05% Add +23.1% 7,673 $3.8M
Clean Yield Group 1.15% Add +84.1% 7,645 $3.8M
Rehmann Capital Advisory Group 0.23% Reduce -1.5% 7,640 $3.8M
Arrow Capital Pty Ltd 1.85% New 5,000 $3.8M
Maryland State Retirement & Pension System 0.08% Add +2.3% 7,556 $3.8M
Dorsey Wright & Associates 0.90% Add +0.8% 7,555 $3.8M
Cibc World Market Inc. 0.01% Reduce -13.3% 7,486 $3.8M
ING Groep NV 0.02% Add +7.8% 7,482 $3.8M
Orion Porfolio Solutions, LLC 0.03% Add +11.6% 7,436 $3.7M
Soundwatch Capital LLC 0.63% New 6,053 $3.7M
Boston Trust Walden Corp 0.03% Add +0.3% 7,400 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.6% 7,308 $3.7M
New Mexico Educational Retirement Board 0.12% No change 7,292 $3.7M
Slow Capital, Inc. 0.45% Add +0.5% 7,256 $3.6M
Pine Valley Investments Ltd Liability Co 0.21% Reduce -1.1% 7,191 $3.6M
Regions Financial Corp. 0.02% Add +2.0% 7,083 $3.6M
First National Advisers, LLC 0.52% Add +0.9% 7,051 $3.5M
Dark Forest Capital Management LP 0.14% Reduce -24.1% 7,044 $3.5M
Bell Asset Management Ltd 0.78% Reduce -21.7% 7,035 $3.5M
Syntegra Private Wealth Group, LLC 0.36% Add +1.1% 6,987 $3.5M
Wealthcare Advisory Partners LLC 0.08% Reduce -1.8% 6,921 $3.5M
Van Strum & Towne Inc. 1.09% No change 6,883 $3.5M
Inkwell Capital LLC 3.69% Reduce -0.8% 6,858 $3.4M
Edgestream Partners, L.P. 0.10% Add +19.3% 6,850 $3.4M
First National Bank of Omaha 0.22% Reduce -0.4% 6,841 $3.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.8% 6,836 $3.4M
Johnson Investment Counsel Inc. 0.03% Add +0.0% 6,826 $3.4M
Kestra Private Wealth Services, LLC 0.05% Add +0.0% 6,801 $3.4M
NewEdge Wealth, LLC 0.05% Add +10.8% 6,604 $3.4M
Siemens Fonds Invest GmbH 0.20% Add +4.7% 6,733 $3.4M
Connable Office Inc. 0.33% Reduce -0.1% 6,721 $3.4M
E. Ohman J:or Asset Management AB 0.08% Reduce -5.5% 6,643 $3.3M
Quantbot Technologies LP 0.08% Add +219.5% 6,576 $3.3M
Huntington National Bank 0.03% Reduce -1.1% 6,566 $3.3M
Crawford Investment Counsel Inc. 0.06% Reduce -0.1% 6,555 $3.3M
Lido Advisors, LLC 0.02% Add +31.4% 6,484 $3.3M
Commerce Bank 0.02% Add +2.3% 6,370 $3.2M
Atom Investors LP 0.28% Reduce -16.0% 6,316 $3.2M
Fairbanks Capital Management, Inc. 1.80% Add +6.2% 6,310 $3.2M
DAVENPORT & Co LLC 0.02% Add +21.7% 6,266 $3.1M
Vanderbilt University 0.59% Add +32.8% 6,253 $3.1M
Tiaa Trust, National Association 0.01% Add +3.3% 6,228 $3.1M
Ossiam 0.04% Add +36.5% 6,217 $3.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -96.0% 6,171 $3.1M
Campbell & CO Investment Adviser LLC 0.19% Add +266.2% 6,156 $3.1M
Van Den Berg Management I, Inc. 0.87% Reduce -1.5% 6,113 $3.1M
Caxton Associates LLP 0.08% Add +673.5% 6,111 $3.1M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -44.9% 6,104 $3.1M
AG2R La Mondiale Gestion D'actifs 0.16% No change 6,099 $3.1M
Gallo Partners, LP 2.00% Reduce -36.2% 6,092 $3.1M
Chicago Partners Investment Group LLC 0.09% Reduce -5.1% 6,004 $3.0M
Diversified Trust Co. 0.07% Reduce -0.1% 6,067 $3.0M
XTX Topco Ltd 0.13% Add +731.6% 6,046 $3.0M
Whittier Trust Co. of Nevada Inc. 0.07% No change 6,034 $3.0M
Trust Co. of Toledo NA 0.33% No change 6,030 $3.0M
Crewe Advisors LLC 0.43% Reduce -3.1% 6,022 $3.0M
Greenleaf Trust 0.03% Reduce -9.8% 6,021 $3.0M
Composition Wealth, LLC 0.05% Add +21.9% 5,986 $3.0M
Keebeck Wealth Management 0.39% Reduce -0.4% 5,904 $3.0M
Chou Associates Management Inc. 1.62% No change 5,899 $3.0M
Applied Capital LLC 2.17% Reduce -0.1% 5,807 $2.9M
SummitTX Capital, L.P. 0.13% New 5,766 $2.9M
Burney Co./ 0.10% Reduce -90.4% 5,758 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +32.0% 5,732 $2.9M
Ostrum Asset Management 0.13% Add +0.0% 5,667 $2.8M
Transcend Capital Advisors, LLC 0.22% Add +2.2% 5,620 $2.8M
Webster Bank, N. A. 0.29% Add +2.7% 5,547 $2.8M
Empirical Finance, LLC 0.14% Add +0.6% 5,522 $2.8M
Value Partners Investments Inc. 0.22% Add +6.2% 5,502 $2.8M
CreativeOne Wealth, LLC 0.07% Reduce -8.8% 5,477 $2.7M
Clearstead Advisors, LLC 0.04% Add +4.4% 5,474 $2.7M
Loomis Sayles & Co. L P 0.00% Reduce -2.8% 5,465 $2.7M
TD Waterhouse Canada Inc. 0.02% Reduce -1.5% 5,409 $2.7M
Williams Jones Wealth Management, LLC. 0.03% Add +6.4% 5,349 $2.7M
Wilmington Savings Fund Society, FSB 0.05% Add +2.6% 5,281 $2.6M
Alphinity Investment Management Pty Ltd 0.02% Reduce -22.8% 5,209 $2.6M
Apollon Wealth Management, LLC 0.05% Add +3.0% 5,183 $2.6M
LMCG Investments, LLC 0.16% No change 5,125 $2.6M
Blue Fin Capital, Inc. 0.43% Add +1.6% 5,070 $2.5M
MCF Advisors LLC 0.17% Add +1.4% 5,068 $2.5M
Investment Management Corp of Ontario 0.04% Reduce -10.6% 5,060 $2.5M
Naples Global Advisors, LLC 0.22% Add +0.8% 5,042 $2.5M
Saturna Capital Corp. 0.03% No change 5,015 $2.5M
Cwm, LLC 0.01% Add +29.7% 4,980 $2.5M
D.A. Davidson & Co. 0.02% Add +33.3% 4,980 $2.5M
Intech Investment Management LLC 0.02% Reduce -27.6% 4,974 $2.5M
Kerusso Capital Management LLC 1.54% Add +0.1% 4,967 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 4,936 $2.5M
Arete Wealth Advisors, LLC 0.18% Reduce -10.7% 4,924 $2.5M
Lord, Abbett & Co. LLC 0.01% Reduce -14.0% 4,916 $2.5M
Kirtland Hills Capital Management, LLC 1.14% Add +8.4% 4,914 $2.5M
Quadrant Capital Group LLC 0.09% Add +34.4% 4,878 $2.4M
Guggenheim Capital LLC 0.02% Add +1.6% 4,854 $2.4M
S-Bank Fund Management Ltd 0.35% Reduce -24.2% 4,789 $2.4M
Avantax Advisory Services, Inc. 0.01% Add +30.2% 4,756 $2.4M
Leonteq Securities AG 0.13% Add +2.4% 4,568 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.4% 4,559 $2.3M
Exchange Capital Management, Inc. 0.34% Reduce -4.1% 4,548 $2.3M
Sequoia Financial Advisors, LLC 0.02% Add +19.3% 4,515 $2.3M
Signaturefd, LLC 0.04% Reduce -2.2% 4,507 $2.3M
Rossmore Private Capital 0.26% No change 4,501 $2.3M
Freestone Grove Partners LP 0.02% New 4,489 $2.3M
Horizon Investments, LLC 0.04% Add +74.9% 4,470 $2.2M
Meeder Advisory Services, Inc. 0.12% Add +8.4% 4,469 $2.2M
Blue Edge Capital, LLC 0.33% Reduce -0.2% 4,451 $2.2M
Cynosure Group, LLC 0.25% New 4,431 $2.2M
Choreo, LLC 0.03% Add +40.9% 4,349 $2.2M
Parallel Advisors, LLC 0.04% Reduce -4.5% 4,347 $2.2M
HWG Holdings LP 0.64% Reduce -78.6% 4,331 $2.2M
TFR Capital, LLC. 0.78% Add +1.5% 4,321 $2.2M
Private Advisor Group, LLC 0.01% Add +29.7% 4,303 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -6.5% 4,298 $2.2M
IMS Capital Management 1.01% Reduce -1.2% 4,296 $2.2M
Squarepoint Ops LLC 0.00% Reduce -90.2% 4,160 $2.1M
Rodgers Brothers Inc. 0.26% Add +0.1% 4,155 $2.1M
Essex Bank 0.49% Reduce -0.3% 4,105 $2.1M
Angeles Wealth Management, LLC 0.14% Add +5.2% 4,075 $2.0M
IFP Advisors, Inc 0.06% Reduce -3.1% 3,827 $2.0M
Simplicity Wealth,LLC 0.08% New 4,034 $2.0M
Hantz Financial Services, Inc. 0.03% Reduce -7.5% 4,008 $2.0M
Texas Yale Capital Corp. 0.06% No change 3,944 $2.0M
HighPoint Advisor Group LLC 0.11% Reduce -1.5% 3,942 $2.0M
Assetmark, Inc. 0.00% Add +40.8% 3,923 $2.0M
Ascent Wealth Partners, LLC 0.24% New 3,907 $2.0M
Kornitzer Capital Management Inc. 0.04% No change 3,895 $2.0M
Beacon Investment Advisory Services, Inc. 0.09% Reduce -25.5% 3,883 $1.9M
Tema ETFs LLC 0.52% Reduce -39.7% 3,867 $1.9M
Advisory Services Network, LLC 0.03% Add +8.2% 3,756 $1.9M
Vise Technologies, Inc. 0.08% — 3,861 $1.9M
Accent Capital Management, LLC 0.86% Reduce -2.1% 3,857 $1.9M
Okabena Investment Services Inc. 0.43% Reduce -23.5% 3,853 $1.9M
Arax Advisory Partners 0.09% Add +30.4% 3,784 $1.9M
Neo Ivy Capital Management 0.61% New 3,840 $1.9M
Moloney Securities Asset Management, LLC 0.24% Add +1.9% 3,827 $1.9M
Citizens Financial Group Inc. 0.03% Add +8.1% 3,801 $1.9M
Coldstream Capital Management Inc. 0.03% Add +25.6% 3,791 $1.9M
Park Avenue Securities LLC 0.02% Add +3.1% 3,759 $1.9M
Aft, Forsyth & Sober, LLC 0.63% No change 3,725 $1.9M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.3% 3,723 $1.9M
Patton Fund Management, Inc. 0.41% Reduce -40.1% 3,721 $1.9M
Long Road Investment Counsel, LLC 0.69% No change 3,679 $1.8M
Bokf, NA 0.03% Add +0.1% 3,670 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.8% 3,588 $1.8M
GeoWealth Management, LLC 0.07% Reduce -2.2% 3,584 $1.8M
Marshall Financial Group, LLC 0.35% Reduce -6.5% 3,568 $1.8M
Knollwood Investment Advisory, LLC 0.17% No change 3,561 $1.8M
Westerkirk Capital Inc. 0.22% — 3,540 $1.8M
Concentric Capital Strategies, LP 0.10% New 3,526 $1.8M
Capital Investment Advisors, LLC 0.03% Add +7.4% 3,484 $1.7M
Summit Trail Advisors, LLC 0.03% New 3,471 $1.7M
University of Texas/Texas Am Investment Management Co. 0.27% New 3,469 $1.7M
Shilanski & Associates, Inc. 0.50% Add +1.2% 3,468 $1.7M
General Partner, Inc. 1.01% No change 3,445 $1.7M
Ellsworth Advisors, LLC 0.42% New 3,429 $1.7M
Mufg Securities Americas Inc. 0.15% Add +25.1% 3,429 $1.7M
Concurrent Investment Advisors, LLC 0.03% Add +4.2% 3,419 $1.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -0.0% 3,415 $1.7M
Vestcor Inc 0.05% Add +13.4% 3,397 $1.7M
Praxis Investment Management Inc. 0.11% No change 3,375 $1.7M
Qtron Investments LLC 0.22% No change 3,375 $1.7M
Lazard Asset Management LLC 0.00% Reduce -83.8% 3,371 $1.7M
V-Square Quantitative Management LLC 0.23% Add +1.9% 3,352 $1.7M
Mystic Asset Management, Inc. 0.41% No change 3,348 $1.7M
Rockline Wealth Management, LLC 0.40% Add +7.0% 3,345 $1.7M
HM Payson & Co. 0.03% Reduce -3.8% 3,326 $1.7M
Monte Financial Group, LLC 0.64% Add +0.7% 3,303 $1.7M
Round Hill Asset Management 1.12% No change 3,299 $1.7M
Great Lakes Retirement, Inc. 0.20% Add +3.2% 3,288 $1.6M
Walleye Capital LLC 0.02% Reduce -37.8% 3,228 $1.6M
MAI Capital Management 0.01% Add +6.0% 3,221 $1.6M
Raiffeisen Bank International AG 0.02% Reduce -73.3% 3,346 $1.6M
Brooklyn Investment Group 0.21% Add +107.7% 3,192 $1.6M
Savant Capital, LLC 0.01% Add +1.0% 3,188 $1.6M
Exchange Traded Concepts, LLC 0.02% Add +33.0% 3,174 $1.6M
Voleon Capital Management LP 0.09% Reduce -55.6% 3,164 $1.6M
ExodusPoint Capital Management, LP 0.02% Add +1.2% 3,132 $1.6M
Cornercap Investment Counsel Inc. 0.82% Add +89.3% 3,126 $1.6M
Gateway Investment Advisers LLC 0.02% New 3,108 $1.6M
Ironwood Investment Counsel, LLC 0.24% Reduce -0.3% 3,108 $1.6M
Cypress Capital Group 0.19% Add +34.0% 3,054 $1.5M
Frank, Rimerman Advisors LLC 0.10% Add +0.1% 3,038 $1.5M
Equitable Trust Co. 0.08% No change 3,034 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -46.7% 3,031 $1.5M
Bridges Investment Management Inc. 0.02% Reduce -0.3% 3,031 $1.5M
Engineers Gate Manager LP 0.02% Reduce -90.8% 3,030 $1.5M
Perbak Capital Partners LLP 0.34% Add +419.6% 3,029 $1.5M
Independent Advisor Alliance 0.04% Reduce -0.9% 3,021 $1.5M
Harbor Capital Advisors, Inc. 0.06% Reduce -0.6% 3,017 $1.5M
RedJay Asset Management Inc. 0.35% New 3,000 $1.5M
Hills Bank & Trust Co 0.09% Reduce -3.0% 2,995 $1.5M
Principal Securities, Inc. 0.03% Add +17.3% 2,993 $1.5M
Ballast Advisors LLC 0.44% Add +3.8% 2,973 $1.5M
CWA Asset Management Group, LLC 0.06% Reduce -3.8% 2,934 $1.5M
Landscape Capital Management, L.L.C. 0.12% Add +69.8% 2,922 $1.5M
Harris Associates (Oakmark Funds) 0.00% Reduce -11.4% 2,915 $1.5M
Ritholtz Wealth Management 0.03% Add +17.7% 2,885 $1.4M
Prospera Financial Services Inc 0.03% New 2,882 $1.4M
Plato Investment Management Ltd 0.11% Add +83.0% 2,892 $1.4M
Applied Finance Capital Management, LLC 0.10% New 2,771 $1.4M
CENTRAL TRUST Co 0.03% Reduce -3.4% 2,759 $1.4M
Accretive Wealth Partners, LLC 0.45% Add +0.9% 2,753 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.9% 2,749 $1.4M
Evermay Wealth Management LLC 0.17% No change 2,742 $1.4M
Stance Capital LLC 0.51% New 2,730 $1.4M
EP Wealth Advisors, LLC 0.01% Add +111.6% 2,618 $1.3M
Sepio Capital, LP 0.09% Reduce -1.4% 2,600 $1.3M
Robertson Stephens Wealth Management, LLC 0.05% Add +50.0% 2,593 $1.3M
Baader Bank Aktiengesellschaft 0.11% Add +14.0% 2,592 $1.3M
Key Financial Inc 0.26% No change 2,570 $1.3M
Washington Trust Advisors, Inc. 0.10% No change 2,555 $1.3M
CenterBook Partners LP 0.07% Reduce -85.6% 2,546 $1.3M
Smithfield Trust Co 0.06% No change 2,542 $1.3M
Anchor Investment Management, LLC 0.11% Add +0.2% 2,538 $1.3M
Genus Capital Management Inc. 0.16% Reduce -15.8% 2,537 $1.3M
Bahl & Gaynor LLC 0.01% No change 2,516 $1.3M
Picton Mahoney Asset Management 0.02% Reduce -3.1% 2,510 $1.3M
Redmond Asset Management, LLC 0.30% Reduce -0.4% 2,481 $1.2M
HHLR Advisors, LTD. 0.04% Reduce -6.1% 2,476 $1.2M
LVW Advisors, LLC 0.14% Add +5.2% 2,462 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -33.0% 2,452 $1.2M
GAMMA Investing LLC 0.08% Add +41.5% 2,440 $1.2M
Diversify Advisory Services, LLC 0.05% Add +123.5% 2,333 $1.2M
Avanda Investment Management Pte. Ltd. 0.68% Reduce -7.7% 2,400 $1.2M
Wedmont Private Capital 0.05% Reduce -1.7% 2,385 $1.2M
Westbourne Investment Advisors, Inc. 0.36% Reduce -10.3% 2,386 $1.2M
Capital Analysts, LLC 0.04% Reduce -0.4% 2,385 $1.2M
Impax Asset Management Group plc 0.01% Add +72.8% 2,380 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -15.6% 2,317 $1.2M
Benin Management CORP 0.30% No change 2,283 $1.1M
Heritage Family Offices, LLP 0.58% No change 2,481 $1.1M
Smart Money Group LLC 0.35% Add +12.3% 2,252 $1.1M
Rwa Wealth Partners, LLC 0.01% No change 2,240 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +9.0% 2,240 $1.1M
Smartleaf Asset Management LLC 0.10% Reduce -10.3% 2,290 $1.1M
Promethium Advisors,llc 0.68% Add +15.3% 2,223 $1.1M
Summit Financial, LLC 0.03% Add +25.3% 2,210 $1.1M
GC Wealth Management RIA, LLC 0.09% Add +142.2% 2,187 $1.1M
Roberts Capital Advisors, LLC 0.81% No change 2,183 $1.1M
AlTi Global, Inc. 0.03% Add +16.5% 2,164 $1.1M
Stableford Capital II LLC 0.41% New 2,125 $1.1M
Fisher Asset Management 0.00% Add +86.6% 2,172 $1.1M
Triangle Securities Wealth Management 0.27% Reduce -1.8% 2,167 $1.1M
Syon Capital LLC 0.07% Add +13.6% 2,160 $1.1M
Maple Capital Management, Inc. 0.07% No change 2,152 $1.1M
J. W. Coons Advisors, LLC 0.24% No change 2,128 $1.1M
Advisory Alpha, LLC 0.03% Add +19.3% 2,119 $1.1M
Eventide Asset Management, LLC 0.02% Add +101.1% 2,170 $1.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -41.6% 2,095 $1.1M
Waldron Private Wealth LLC 0.05% No change 2,088 $1.0M
Lawson Kroeker Investment Management Inc. 0.19% No change 2,070 $1.0M
Evergreen Capital Management LLC 0.03% Add +7.3% 2,060 $1.0M
Brookstone Capital Management 0.01% Add +23.6% 2,051 $1.0M
Sentry LLC 0.20% No change 2,042 $1.0M
Guardian Capital LP 0.04% Add +26.8% 2,042 $1.0M
Kesler, Norman & Wride, LLC 0.18% Add +13.1% 2,038 $1.0M
NorthRock Partners, LLC 0.03% Add +17.6% 2,033 $1.0M
Riversedge Advisors, LLC 0.20% Add +1.9% 2,016 $1.0M
Tiptree Advisors, LLC 0.79% New 2,000 $1.0M
Enhancing Capital LLC 0.77% No change 2,000 $1.0M
Stonebridge Capital Management Inc. 0.39% No change 2,000 $1.0M
Choate Investment Advisors 0.02% Reduce -0.3% 1,990 $998K
MASTERINVEST Kapitalanlage GmbH 0.10% — 1,989 $998K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -3.4% 1,981 $994K
Hilltop Holdings Inc. 0.06% Add +87.9% 1,980 $993K
Profund Advisors LLC 0.04% Reduce -9.3% 1,964 $985K
Twin Tree Management, LP 0.02% Reduce -79.8% 1,943 $975K
SRN Advisors, LLC 0.88% Add +2.7% 1,924 $965K
AE Wealth Management LLC 0.01% Add +44.5% 1,908 $957K
Wolverine Trading, LLC 0.02% New 1,961 $957K
Walter & Keenan Wealth Management LLC /in/ 0.28% Add +7.3% 1,900 $953K
Balyasny Asset Management L.P. 0.00% Add +19.6% 1,900 $953K
First Horizon Advisors, Inc. 0.02% Add +6.6% 1,898 $953K
Ascent Group, LLC 0.04% Add +8.3% 1,879 $943K
Fishman Jay A Ltd. 0.09% No change 1,875 $940K
Novem Group 0.12% Reduce -18.6% 1,874 $940K
E Fund Management Co., Ltd. 0.04% Reduce -25.0% 1,867 $936K
Empirical Asset Management, LLC 0.29% Add +13.5% 1,866 $936K
Asset Management Group, Inc. 0.16% Reduce -15.3% 1,862 $934K
Resurgent Financial Advisors LLC 0.51% Add +5.0% 1,854 $930K
Valeo Financial Advisors, LLC 0.02% Add +3.8% 1,852 $929K
Reynders McVeigh Capital Management, LLC 0.05% Add +0.1% 1,843 $924K
Verdence Capital Advisors LLC 0.06% Add +5.6% 1,841 $924K
Spinnaker Trust 0.06% No change 1,840 $923K
Cornerstone Planning Group LLC 0.19% Add +0.6% 1,779 $918K
Legato Capital Management LLC 0.11% Add +0.7% 1,822 $914K
KG Capital Management 0.27% Add +10.7% 1,818 $912K
Institute for Wealth Management, LLC. 0.10% No change 1,814 $910K
GKV Capital Management Co., Inc. 0.40% No change 1,800 $903K
Whittier Trust Co. 0.01% Reduce -0.9% 1,798 $902K
Trust Asset Management LLC 0.07% No change 1,796 $901K
Integrated Wealth Concepts LLC 0.01% Add +15.3% 1,793 $899K
Cantor Fitzgerald, L. P. 0.02% New 1,792 $899K
Oak Thistle LLC 0.13% New 1,784 $895K
CHICAGO TRUST Co NA 0.13% New 1,768 $887K
Dearborn Partners LLC 0.04% Add +188.8% 1,753 $879K
Farther Finance Advisors, LLC 0.02% Reduce -1.7% 1,750 $878K
High Net Worth Advisory Group LLC 0.23% Reduce -0.2% 1,740 $873K
Polymer Capital Management (US) LLC 0.14% New 1,727 $866K
Aviso Financial Inc. 0.04% Add +19.1% 1,725 $865K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -3.4% 1,722 $864K
Patriot Investment Management Group, Inc. 0.06% No change 1,689 $847K
Nomura Holdings Inc. 0.01% Reduce -68.2% 1,684 $845K
Stamos Capital Partners, L.P. 0.15% Add +29.5% 1,675 $840K
Personal Cfo Solutions, LLC 0.15% No change 1,652 $829K
Millennium Management 0.00% Reduce -99.1% 1,647 $826K
Curi Capital, LLC 0.02% New 1,642 $823K
Davidson Trust Co. 0.38% No change 1,641 $823K
Aptus Capital Advisors, LLC 0.01% Reduce -17.8% 1,634 $819K
Global Endowment Management, LP 0.11% Add +16.3% 1,625 $815K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.1% 1,624 $815K
Argent Trust Co 0.03% Reduce -0.6% 1,616 $811K
DRW Securities, LLC 0.06% New 1,614 $810K
Panagora Asset Management Inc. 0.00% Reduce -18.3% 1,612 $809K
Lineweaver Wealth Advisors, LLC 0.13% Reduce -21.9% 1,602 $804K
Dimension Capital Management LLC 0.12% New 1,586 $796K
Ashton Thomas Securities, LLC 0.19% Add +0.7% 1,585 $795K
Fiduciary Family Office, LLC 0.26% New 1,582 $794K
Sagespring Wealth Partners, LLC 0.02% Add +37.1% 1,567 $786K
Dodge & Cox 0.00% No change 1,566 $785K
International Assets Investment Management, LLC 0.06% Add +14.7% 1,555 $780K
Castle Rock Wealth Management, LLC 0.18% Add +0.1% 1,549 $776K
Sowell Financial Services LLC 0.03% Add +16.5% 1,547 $776K
Cigna Investments Inc. 0.13% Reduce -4.4% 1,531 $768K
Fifth Third Wealth Advisors LLC 0.03% Reduce -3.0% 1,516 $760K
Borer Denton & Associates, Inc. 0.26% No change 1,505 $755K
Evercore Wealth Management, LLC 0.01% No change 1,504 $754K
Machina Capital S.A.S. 0.16% Reduce -70.1% 1,497 $751K
Patton Albertson Miller Group, LLC 0.10% No change 1,483 $744K
Fortis Capital Management LLC 0.12% Reduce -76.1% 1,478 $741K
Kenora Financial, LLC 0.28% Add +18.4% 1,470 $737K
Ellevest, Inc. 0.12% Reduce -7.1% 1,469 $737K
NewEdge Advisors, LLC 0.00% Add +6.2% 1,468 $736K
Brave Asset Management Inc. 0.20% No change 1,463 $734K
Advisors Asset Management, Inc. 0.01% New 1,463 $734K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.0% 1,460 $732K
Hilltop National Bank 0.19% — 1,456 $730K
Seeds Investor LLC 0.17% Reduce -7.5% 1,436 $720K
Venturi Wealth Management, LLC 0.04% Reduce -13.7% 1,431 $718K
Mutual Advisors, LLC 0.02% Add +78.1% 1,380 $708K
Circle Wealth Management, LLC 0.02% Reduce -2.6% 1,411 $708K
Opes Wealth Management LLC 0.13% Reduce -0.3% 1,410 $707K
Azzad Asset Management Inc. 0.08% Reduce -1.1% 1,410 $707K
Argyle Capital Management, LLC 0.25% No change 1,400 $702K
Westpac Banking Corp. 0.05% Reduce -0.8% 1,398 $701K
Crestmont Private Wealth LLC 0.25% Add +8.5% 1,394 $699K
Sienna Gestion 0.05% No change 1,514 $693K
J.W. Cole Advisors, Inc. 0.01% Add +2.8% 1,381 $693K
Haverford Trust Co 0.01% Add +12.2% 1,367 $686K
Clarius Group, LLC 0.04% Reduce -18.1% 1,366 $685K
Maverick Capital 0.01% No change 1,366 $685K
Proficio Capital Partners LLC 0.04% Add +3.7% 1,352 $678K
Addison Advisors LLC 0.17% Add +64.6% 1,351 $678K
OneDigital Investment Advisors LLC 0.01% Reduce -3.2% 1,332 $668K
Checchi Capital Advisers, LLC 0.05% Reduce -1.1% 1,323 $664K
DDD Partners, LLC 0.07% Reduce -0.8% 1,299 $652K
Promus Capital, LLC 0.42% Add +23.1% 1,298 $651K
DeDora Capital, Inc. 0.17% Add +2.2% 1,297 $651K
Fulton Bank, N.A. 0.02% Reduce -6.0% 1,291 $648K
Prosperity Consulting Group, LLC 0.05% Reduce -1.8% 1,290 $647K
Allworth Financial LP 0.00% Add +18.5% 1,286 $645K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 1,280 $642K
Freedom Investment Management, Inc. 0.05% Reduce -0.1% 1,278 $641K
Mattern Capital Management, LLC 0.08% Add +10.9% 1,268 $636K
PFG Advisors 0.03% Add +65.2% 1,267 $636K
Mayfair Advisory Group, LLC 0.30% Add +0.3% 1,227 $632K
Palisades Hudson Asset Management, L.P. 0.25% No change 1,258 $631K
Chronos Wealth Management, LLC 0.32% Reduce -3.9% 1,250 $627K
Compound Planning, Inc. 0.02% Add +2.5% 1,249 $627K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -43.2% 1,249 $626K
Aaron Wealth Advisors LLC 0.06% Add +3.2% 1,244 $624K
Andina Capital Management, LLC 0.43% Add +1.6% 1,237 $620K
CX Institutional 0.02% Add +14.8% 1,235 $620K
Spirepoint Private Client, LLC 0.07% Add +3.5% 1,218 $611K
Bar Harbor Wealth Management 0.04% Reduce -7.3% 1,210 $607K
Fayez Sarofim & Co 0.00% No change 1,200 $602K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -2.6% 1,199 $601K
Empower Advisory Group, LLC 0.00% Reduce -5.6% 1,198 $601K
Park Edge Advisors, LLC 0.15% No change 1,190 $597K
Synovus Financial Corp. 0.01% Reduce -2.3% 1,173 $588K
SVB Wealth LLC 0.03% New 1,169 $586K
Inceptionr LLC 0.14% New 1,167 $585K
Cornerstone Advisory, LLC 0.06% Reduce -0.3% 1,166 $585K
Cross Staff Investments Inc 0.43% No change 1,162 $583K
BlueSpruce Investments, LP 0.01% New 1,162 $583K
Silvercrest Asset Management Group LLC 0.00% Add +1.2% 1,159 $581K
Legacy Private Trust Co. 0.04% Reduce -0.9% 1,150 $577K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -14.9% 1,145 $575K
Trust Co. of Vermont 0.03% No change 1,145 $574K
Fidelis Capital Partners, LLC 0.05% Add +3.6% 1,088 $563K
Harvest Fund Management Co., Ltd 0.03% Reduce -28.3% 1,124 $563K
SkyView Investment Advisors, LLC 0.08% Reduce -0.7% 1,123 $560K
Abacus Planning Group, Inc. 0.08% Reduce -2.5% 1,112 $558K
PDS Planning, Inc 0.04% Add +3.4% 1,112 $558K
Mather Group, Llc. 0.01% Add +1.2% 1,107 $555K
Wilkins Investment Counsel Inc. 0.08% No change 1,100 $552K
VestGen Advisors, LLC 0.02% Add +1.9% 1,097 $550K
Cache Advisors, LLC 0.15% No change 1,096 $550K
BSW Wealth Partners 0.08% Add +1.0% 1,094 $549K
Virtus Advisers, LLC 0.34% No change 1,089 $546K
Bridgewater Advisors Inc. 0.04% Add +0.1% 1,051 $537K
Carnegie Investment Counsel 0.01% Add +1.1% 1,061 $532K
Blueshift Asset Management, LLC 0.16% Add +125.0% 1,060 $532K
Conning Inc. 0.02% Reduce -4.3% 1,058 $531K
Howland Capital Management LLC 0.02% No change 1,053 $528K
Stratos Wealth Advisors, LLC 0.03% No change 1,042 $523K
Lanark Financial, Inc. 0.04% Add +3.4% 1,041 $522K
FineMark National Bank & Trust 0.02% Reduce -20.1% 1,033 $518K
White Pine Capital LLC 0.16% Add +0.3% 1,032 $518K
Beese Fulmer Investment Management, Inc. 0.04% No change 1,030 $517K
Mgo One Seven LLC 0.02% Add +11.1% 1,024 $514K
Broadleaf Partners, LLC 0.11% No change 1,020 $512K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.4% 1,005 $508K
Waverly Advisors, LLC 0.01% Add +0.1% 1,009 $506K
Two Sigma Securities, LLC 0.06% Reduce -74.4% 1,003 $503K
Capital Advisors, Ltd. LLC 0.06% Add +0.1% 1,004 $503K
Texas Bank & Trust Co 0.20% No change 1,000 $502K
Quintet Private Bank (Europe) S.A. 0.03% No change 1,000 $502K
Everhart Financial Group, Inc. 0.06% Add +1.2% 998 $501K
Howard Capital Management, LLC 0.01% Add +15.0% 997 $500K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -0.7% 993 $498K
RFG Advisory, LLC 0.01% Add +3.4% 986 $495K
Graypoint LLC 0.03% Reduce -5.9% 986 $495K
Penobscot Investment Management Company, Inc. 0.04% No change 985 $494K
Avidian Wealth Enterprises, LLC 0.02% Add +94.1% 984 $494K
Aprio Wealth Management, LLC 0.06% Add +2.0% 983 $493K
Mission Wealth Management, LP 0.01% Reduce -8.4% 981 $492K
Investment Management Corp. /Va/ 0.45% Add +1.1% 980 $491K
Legacy Financial Advisors, Inc. 0.08% Reduce -2.5% 977 $490K
EverSource Wealth Advisors, LLC 0.02% Add +32.9% 965 $484K
Shearwater Capital LLC 0.30% No change 964 $484K
Arkadios Wealth Advisors 0.01% Add +5.0% 964 $484K
Correct Capital Wealth Management 0.09% No change 964 $484K
VestGen Investment Management 0.35% Add +4.7% 960 $482K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.3% 960 $482K
Baxter Bros Inc. 0.06% Add +1.1% 959 $481K
Meridian Wealth Management, LLC 0.02% Add +29.6% 959 $481K
Savvy Advisors, Inc. 0.03% New 956 $480K
Ted Buchan & Co 0.19% No change 955 $479K
Twin Peaks Wealth Advisors, LLC 0.15% Add +1.0% 926 $478K
Hutner Capital Management Inc. 0.22% No change 945 $474K
Pinnacle Associates Ltd. 0.01% Add +7.5% 945 $474K
Accurate Wealth Management, LLC 0.07% Add +10.8% 937 $474K
West Family Investments, Inc. 0.12% Add +39.1% 939 $471K
Auto-Owners Insurance Co 0.01% Reduce -97.9% 933 $468K
Groupe la Francaise 0.01% Add +3.7% 929 $464K
Pettee Investors, Inc. 0.28% No change 924 $463K
Fielder Capital Group LLC 0.12% Reduce -0.9% 922 $463K
D.B. Root & Company, LLC 0.14% Add +14.5% 922 $462K
Manchester Capital Management LLC 0.06% Add +0.1% 922 $462K
Cozad Asset Management Inc. 0.04% Reduce -14.0% 920 $461K
Dynasty Wealth Management, LLC 0.01% New 912 $458K
Kathleen S. Wright Associates Inc. 0.18% No change 900 $457K
Abn Amro Investment Solutions 0.01% No change 909 $456K
Pallas Capital Advisors LLC 0.02% New 906 $455K
George Kaiser Family Foundation 0.07% Add +50.2% 904 $453K
Prescott Group Capital Management, L.L.C. 0.05% Add +50.2% 904 $453K
Clifford Swan Investment Counsel LLC 0.02% Add +0.1% 904 $453K
Tributary Capital Management, LLC 0.04% Reduce -2.7% 890 $446K
Sunflower Bank, N.A. 0.11% Reduce -5.0% 887 $445K
AlphaQuest LLC 0.04% Reduce -70.5% 878 $440K
Canandaigua National Trust Co of Florida 0.31% New 877 $440K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +8.2% 873 $438K
Flputnam Investment Management Co. 0.01% Add +7.3% 865 $434K
Outlook Wealth Advisors, LLC 0.11% Add +0.1% 861 $432K
Kera Capital Partners, Inc. 0.09% Reduce -0.7% 861 $432K
Shelton Capital Management 0.01% Reduce -2.3% 860 $431K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.4% 855 $429K
Penserra Capital Management LLC 0.01% Add +11.0% 856 $428K
4J Wealth Management LLC 0.29% No change 852 $427K
Blue Trust, Inc. 0.01% Add +8.6% 851 $427K
Castleview Partners, LLC 0.27% Reduce -2.0% 848 $425K
Great Valley Advisor Group, Inc. 0.01% Add +0.2% 847 $425K
Western Wealth Management, LLC 0.03% Add +4.7% 846 $424K
Fort Point Capital Partners LLC 0.04% Reduce -1.1% 833 $418K
American National Bank & Trust 0.04% No change 818 $410K
Pitcairn Co. 0.03% Reduce -8.8% 813 $408K
Crestwood Advisors Group, LLC 0.01% Add +26.9% 811 $407K
Alta Advisers Ltd 0.14% No change 811 $407K
Woodmont Investment Counsel LLC 0.03% Add +0.6% 805 $404K
Values Added Financial LLC 0.20% Add +1.1% 804 $403K
Banco BTG Pactual S.A. 0.08% No change 800 $401K
Financial Advocates Investment Management 0.03% Reduce -20.5% 799 $401K
Ashton Thomas Private Wealth, LLC 0.01% Add +7.7% 798 $400K
McGlone Suttner Wealth Management, Inc. 0.06% Reduce -1.5% 798 $400K
Grey Ledge Advisors, LLC 0.10% Reduce -0.8% 797 $400K
Optimize Financial Inc. 0.24% Reduce -0.5% 788 $395K
Brevan Howard Capital Management LP 0.00% Reduce -92.0% 783 $393K
Guardian Wealth Advisors, LLC / NC 0.03% Add +2.9% 782 $392K
FORA Capital, LLC 0.04% New 778 $390K
Kingsview Wealth Management, LLC 0.01% Reduce -12.6% 776 $389K
Heritage Trust Co 0.04% No change 775 $389K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -70.5% 774 $388K
Highland Capital Management, LLC 0.02% No change 773 $388K
Gryphon Financial Partners LLC 0.05% Add +6.7% 768 $385K
Independence Bank of Kentucky 0.05% No change 758 $380K
McLean Asset Management Corp 0.10% Add +3.1% 762 $379K
TrinityBridge Ltd 0.01% No change 750 $376K
Premier Path Wealth Partners, LLC 0.05% Add +67.6% 744 $373K
Silvia McColl Wealth Management, LLC 0.27% No change 742 $372K
Gladstone Institutional Advisory LLC 0.02% Add +1.4% 737 $370K
Boltwood Capital Management 0.10% Reduce -2.6% 735 $369K
Guyasuta Investment Advisors Inc. 0.02% No change 733 $368K
OLIO Financial Planning 0.12% Reduce -0.3% 730 $366K
Balboa Wealth Partners 0.07% Reduce -10.7% 724 $363K
FourThought Financial Partners, LLC 0.04% No change 721 $362K
Carson Advisory Inc. 0.23% No change 720 $361K
Cyndeo Wealth Partners, LLC 0.02% Add +0.6% 717 $360K
Capital Group Private Client Services, Inc. 0.00% No change 715 $359K
J2 Capital Management Inc 0.28% Add +41.2% 713 $358K
SBI Securities Co., Ltd. 0.01% Add +19.0% 713 $358K
Certuity, LLC 0.03% Reduce -2.1% 702 $352K
Plotkin Financial Advisors, LLC 0.19% Add +3.7% 702 $352K
HCR Wealth Advisors 0.04% No change 702 $352K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.14% No change 700 $351K
Rothschild Investment LLC 0.02% Add +2.3% 699 $351K
Delta Investment Management, LLC 0.07% Reduce -18.9% 698 $350K
Boston Family Office LLC 0.02% Add +20.8% 696 $349K
Great Lakes Advisors, LLC 0.00% Add +6.4% 695 $349K
Keel Point, LLC 0.02% Add +1.3% 694 $348K
Rice Hall James & Associates, LLC 0.02% Add +12.7% 691 $347K
Salem Investment Counselors Inc. 0.01% Add +114.0% 687 $345K
Quotient Wealth Partners, LLC 0.01% Add +15.0% 684 $343K
Matrix Trust Co 0.05% Add +40.0% 682 $342K
L2 Asset Management, LLC 0.06% Add +5.1% 681 $342K
Atala Financial Inc 0.23% No change 677 $340K
Fiduciary Financial Group, LLC 0.06% New 670 $337K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -12.2% 669 $336K
Forum Financial Management, LP 0.01% Reduce -10.9% 669 $336K
Stephens Inc. 0.00% New 667 $335K
Baldwin Wealth Partners LLC 0.02% No change 657 $330K
Geneos Wealth Management Inc. 0.01% Add +8.4% 656 $329K
Lion Street Advisors, LLC 0.10% Add +6.0% 655 $329K
Cypress Asset Management Inc. 0.08% Add +4.0% 651 $327K
Cherokee Insurance Co 0.14% No change 650 $326K
Childress Capital Advisors, LLC 0.08% Add +5.6% 644 $323K
Saybrook Capital 0.09% No change 643 $323K
Kathmere Capital Management, LLC 0.02% Reduce -3.3% 642 $322K
Howe & Rusling Inc. 0.02% Add +1.6% 639 $321K
Dunhill Financial, LLC 0.09% Reduce -0.2% 638 $320K
Group One Trading LLC 0.01% Reduce -50.9% 638 $320K
Avestar Capital, LLC 0.02% Reduce -12.7% 635 $319K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.4% 633 $317K
Wulff, Hansen & Co. 0.27% Add +3.3% 625 $313K
EWG Elevate Inc. 0.10% Reduce -1.6% 623 $312K
Wedbush Securities Inc. 0.01% Reduce -0.5% 622 $312K
Net Worth Advisory Group 0.07% Add +2.1% 622 $312K
Birch Hill Investment Advisors LLC 0.01% No change 620 $311K
Twin Lakes Capital Management, LLC 0.19% Add +0.2% 620 $311K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 619 $310K
Focus Partners Advisor Solutions, LLC 0.00% Add +30.0% 620 $310K
Magnus Financial Group LLC 0.03% No change 613 $307K
Endowment Wealth Management, Inc. 0.16% Reduce -3.0% 613 $307K
Journey Strategic Wealth LLC 0.01% Add +22.4% 612 $307K
Morris Financial Concepts, Inc. 0.12% No change 605 $303K
Baron Wealth Management LLC 0.11% New 603 $303K
Integrated Advisors Network LLC 0.01% Reduce -10.0% 602 $302K
Resolute Wealth Strategies, LLC 0.16% No change 600 $301K
EagleClaw Capital Managment, LLC 0.04% No change 600 $301K
Pathway Financial Advisors LLC 0.04% No change 600 $301K
Caldwell Trust Co 0.03% No change 600 $301K
First National Bank & Trust Co. of Newtown 0.06% No change 600 $301K
Everpar Advisors LLC 0.14% Reduce -5.1% 596 $299K
GTS Securities LLC 0.01% Reduce -47.9% 594 $298K
Fenimore Asset Management Inc 0.01% No change 592 $297K
Little House Capital LLC 0.07% No change 591 $296K
Panoramic Capital Partners, LLC 0.21% Reduce -2.5% 586 $296K
Essex Financial Services, Inc. 0.02% Reduce -2.6% 588 $295K
MBB Public Markets I LLC 0.03% Reduce -18.5% 587 $294K
Global Retirement Partners, LLC 0.01% — 587 $294K
Dohj, LLC 0.09% New 682 $294K
Claret Asset Management Corp 0.04% Reduce -6.9% 581 $291K
Simmons Bank 0.02% Reduce -4.9% 579 $290K
JTC Employer Solutions Trustee Ltd 0.03% No change 579 $290K
Tyche Wealth Partners LLC 0.06% Add +0.2% 578 $290K
Ballast, Inc. 0.08% Reduce -6.5% 575 $288K
Atlanta Consulting Group Advisors, LLC 0.08% Reduce -15.5% 573 $287K
Sax Wealth Advisors, LLC 0.02% New 571 $287K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.1% 562 $282K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -36.2% 556 $279K
Busey Bank 0.01% Reduce -1.8% 554 $278K
Maseco LLP 0.01% — 553 $277K
Sage Mountain Advisors LLC 0.02% Reduce -6.3% 548 $275K
Legacy Capital Group California, Inc. 0.08% Reduce -73.0% 547 $274K
AMG National Trust Bank 0.01% New 537 $269K
Baker Tilly Wealth Management, LLC 0.10% Add +6.8% 536 $269K
Sivia Capital Partners, LLC 0.09% New 533 $267K
CMH Wealth Management LLC 0.06% No change 533 $267K
Prosperity Wealth Management, Inc. 0.10% No change 533 $267K
Sharkey, Howes & Javer 0.04% Reduce -0.9% 533 $267K
Catalyst Financial Partners LLC 0.03% Add +11.7% 533 $267K
Principle Wealth Partners LLC 0.02% Add +0.2% 531 $266K
Wayfinding Financial, LLC 0.12% Reduce -8.1% 510 $265K
Reliant Investment Management, LLC 0.11% No change 528 $265K
Equitable Holdings, Inc. 0.00% Reduce -68.5% 526 $264K
Harbour Investments, Inc. 0.01% Add +8.9% 525 $263K
Wick Capital Partners, LLC 0.07% Add +196.1% 1,510 $262K
Quantitative Investment Management, LLC 0.04% New 521 $261K
Brighton Jones LLC 0.01% New 519 $260K
Abel Hall, LLC 0.12% Add +3.2% 518 $260K
Hamilton Capital, LLC 0.01% Reduce -20.8% 518 $260K
Parkside Financial Bank & Trust 0.03% Add +33.6% 517 $259K
Gsa Capital Partners LLP 0.02% New 516 $259K
Hancock Whitney Corp. 0.00% New 514 $258K
Allen Capital Group, LLC 0.03% Reduce -6.6% 511 $256K
Victory Financial Group, LLC 0.04% Add +6.7% 509 $255K
Alpha Cubed Investments, LLC 0.01% Reduce -0.8% 506 $254K
TCI Wealth Advisors, Inc. 0.02% Add +1.0% 504 $253K
CVA Family Office, LLC 0.04% Add +1.2% 504 $253K
Valmark Advisers, Inc. 0.00% Reduce -1.9% 503 $252K
Sentry Investment Management LLC 0.14% No change 504 $252K
D'Orazio & Associates, Inc. 0.04% Reduce -4.9% 502 $252K
Garrison Point Advisors, LLC 0.12% No change 500 $251K
Burke & Herbert Bank & Trust Co. 0.06% No change 500 $251K
Burns Matteson Capital Management, LLC 0.12% Add +1.0% 497 $249K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -52.8% 496 $249K
Moneco Advisors, LLC 0.02% No change 495 $248K
ICONIQ Capital, LLC 0.00% Reduce -37.2% 494 $248K
Level Four Advisory Services, LLC 0.01% Reduce -3.4% 488 $245K
Resonant Capital Advisors, LLC 0.02% New 488 $245K
Calydon Capital 0.02% New 486 $244K
Florida Trust Wealth Management Co 0.01% No change 481 $241K
Ewa, LLC 0.08% Add +0.6% 480 $241K
New Republic Capital, LLC 0.09% New 479 $240K
NBT Bank, N.A. 0.02% Reduce -3.0% 478 $240K
William Howard & Co Financial Advisors Inc 0.21% No change 475 $238K
Brave Warrior Advisors 0.01% No change 471 $236K
Independent Financial Group, LLC 0.01% Reduce -0.2% 466 $234K
Edge Financial Advisors LLC 0.12% No change 464 $233K
IFC Advisors LLC 0.04% Reduce -0.2% 462 $232K
Human Investing LLC 0.04% No change 461 $231K
Peapack Gladstone Financial Corp. 0.00% Reduce -0.2% 461 $231K
Ascentis Independent Advisors 0.04% Reduce -23.8% 459 $230K
MUFG Securities EMEA plc 0.01% New 456 $229K
GWN Securities Inc. 0.04% New 454 $228K
Klingman & Associates, LLC 0.01% New 453 $227K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $227K
Versant Capital Management, Inc 0.03% Reduce -3.8% 451 $226K
Facet Wealth, Inc. 0.01% New 438 $226K
Astoria Portfolio Advisors LLC. 0.06% New 440 $226K
Tocqueville Asset Management L.P. 0.00% No change 450 $226K
Chesapeake Wealth Management 0.08% No change 450 $226K
Foundations Investment Advisors, LLC 0.00% Reduce -2.2% 450 $226K
Grove Bank & Trust 0.03% Add +2.8% 444 $223K
Quent Capital, LLC 0.02% Add +11.3% 443 $222K
Vest Financial, LLC 0.00% No change 439 $220K
Gitterman Wealth Management, LLC 0.05% New 437 $219K
Thrive Wealth Management, LLC 0.04% New 437 $219K
Advus Financial Partners, LLC 0.06% Reduce -3.3% 436 $219K
Kestra Investment Management, LLC 0.01% Add +990.0% 436 $219K
Advisors Capital Management, LLC 0.00% New 435 $218K
Ipswich Investment Management Co., Inc. 0.05% No change 435 $218K
Cornerstone Wealth Group, LLC 0.02% New 435 $218K
Invictus Private Wealth, LLC 0.01% Reduce -25.2% 434 $218K
Breed's Hill Capital LLC 0.10% Reduce -0.2% 433 $217K
Ignite Planners, LLC 0.04% New 434 $217K
Visionary Wealth Advisors 0.01% New 429 $215K
Gilbert & Cook, Inc. 0.03% Reduce -0.9% 426 $214K
Cooper Financial Group 0.02% New 422 $212K
Crews Bank & Trust 0.03% No change 421 $211K
Sovran Advisors, LLC 0.02% New 419 $209K
Turtle Creek Wealth Advisors, LLC 0.02% New 416 $209K
Systematic Alpha Investments, LLC 0.01% New 416 $209K
Arlington Trust Co LLC 0.04% No change 415 $208K
Rossby Financial, LCC 0.08% Reduce -2.6% 413 $207K
Red Wave Investments LLC 0.07% New 412 $207K
Ariadne Wealth Management, LP 0.10% New 396 $206K
CYBER HORNET ETFs LLC 0.15% New 411 $206K
Moody LYNN Lieberson & Walker, LLC 0.01% New 410 $206K
Advyzon Investment Management, LLC 0.05% New 409 $205K
Innova Wealth Partners 0.12% New 407 $204K
Beaumont Financial Advisors, LLC 0.01% New 407 $204K
Gardner Lewis Asset Management L P 0.05% New 405 $203K
Gerber Kawasaki Wealth & Investment Management 0.01% New 403 $202K
Sand Hill Global Advisors, LLC 0.01% New 403 $202K
Sonora Investment Management Group, LLC 0.01% New 402 $202K
Alan B Lancz & Associates, Inc. 0.20% New 400 $201K
Latash Investments, LLC 0.15% New 400 $201K
Ti-Trust, Inc. 0.13% New 400 $201K
Aull & Monroe Investment Management Corp 0.11% New 400 $201K
Birchbrook, Inc. 0.11% No change 400 $201K
Advisory Resource Group 0.04% New 400 $201K
BTC Capital Management, Inc. 0.02% New 400 $201K
Atwood & Palmer Inc. 0.01% No change 400 $201K
World Investment Advisors 0.00% New 400 $201K
Lester Murray Antman dba SimplyRich 0.06% New 400 $200K
Larson Financial Group LLC 0.01% Add +77.1% 395 $198K
Elevation Point Wealth Partners, LLC 0.01% New 377 $189K
Cary Street Partners Financial LLC 0.01% Add +1.1% 370 $186K
TD Private Client Wealth LLC 0.00% Reduce -3.7% 365 $183K
Zions Bancorporation, National Association 0.01% Add +82.7% 358 $180K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -93.0% 355 $178K
Cromwell Holdings LLC 0.10% Reduce -27.2% 343 $172K
SouthState Bank Corp 0.01% Reduce -24.4% 334 $168K
CoreCap Advisors, LLC 0.01% Reduce -8.3% 310 $155K
Cary Street Partners Investment Advisory LLC 0.07% Add +20.2% 309 $155K
Berbice Capital Management LLC 0.11% No change 300 $150K
Eastern Bank 0.00% No change 295 $148K
WPG Advisers, LLC 0.12% Reduce -2.0% 287 $144K
Private Trust Co. NA 0.01% Reduce -35.4% 287 $144K
JNBA Financial Advisors 0.01% No change 275 $138K
AdvisorNet Financial, Inc 0.01% Add +2.6% 273 $137K
Your Advocates Ltd., LLP 0.05% No change 253 $127K
Bayforest Capital Ltd 0.05% New 245 $123K
North Star Investment Management Corp. 0.01% Reduce -1.6% 240 $120K
Sound Income Strategies, LLC 0.01% Add +0.8% 237 $119K
New Age Alpha Advisors, LLC 0.01% Reduce -1.7% 232 $116K
Cheviot Value Management, LLC 0.01% No change 220 $113K
St Germain D J Co. Inc. 0.00% Add +72.3% 224 $112K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +40.0% 210 $105K
Evergreen Private Wealth LLC 0.04% Reduce -22.4% 201 $101K
Mb, Levis & Associates, LLC 0.04% No change 200 $100K
Resources Management Corp. /CT/ 0.01% No change 200 $100K
2UniFi Bank 0.06% New 199 $100K
BSN CAPITAL PARTNERS Ltd 0.01% New 208 $100K
Itau Unibanco Holding S.A. 0.00% Reduce -12.9% 196 $98K
Deseret Mutual Benefit Administrators 0.05% No change 194 $97K
Ofi Invest Asset Management 0.00% Add +47.3% 221 $94K
Islay Capital Management, LLC 0.06% No change 183 $92K
Quarry LP 0.02% Add +315.9% 183 $92K
Morse Asset Management, Inc 0.02% Reduce -29.7% 182 $91K
Coston, McIsaac & Partners 0.02% No change 181 $90K
Maj Invest Holding A/S 0.00% No change 180 $90K
TFC Financial Management, Inc. 0.01% No change 177 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +19.2% 174 $87K
Atlantic Union Bankshares Corp 0.00% New 174 $87K
Ameritas Advisory Services, LLC 0.00% Reduce -63.9% 173 $87K
Evelyn Partners Investment Management LLP 0.00% No change 170 $85K
Hemington Wealth Management 0.01% Add +7.1% 166 $83K
Center for Financial Planning, Inc. 0.01% No change 158 $79K
Silvant Capital Management LLC 0.00% No change 157 $79K
Princeton Global Asset Management LLC 0.01% No change 154 $77K
Intact Investment Management Inc. 0.00% New 153 $77K
Vision Financial Markets LLC 0.07% Add +0.7% 143 $71K
REAP Financial Group, LLC 0.02% Add +184.0% 142 $71K
Covestor Ltd 0.04% Add +17.9% 138 $70K
Bell Investment Advisors, Inc 0.01% Add +1.5% 134 $67K
State of Wyoming 0.01% New 131 $66K
Generali Investments, Management Co LLC 0.01% New 128 $64K
Binnacle Investments Inc 0.04% Add +0.8% 126 $63K
Plante Moran Financial Advisors, LLC 0.00% No change 125 $63K
Whipplewood Advisors, LLC 0.03% Reduce -53.4% 123 $62K
Meeder Asset Management Inc. 0.00% Add +12.2% 120 $60K
Farmers & Merchants Investments Inc. 0.00% No change 120 $60K
Atlas Capital Advisors Inc. 0.01% No change 118 $59K
Geo Capital Gestora de Recursos Ltd 0.09% No change 115 $58K
Raleigh Capital Management Inc. 0.02% Reduce -12.2% 115 $58K
Advantage Trust Co 0.03% No change 114 $57K
Motco 0.01% No change 109 $56K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.9% 112 $56K
NewSquare Capital LLC 0.00% Add +86.4% 110 $55K
Physician Wealth Advisors, Inc. 0.01% Add +33.8% 107 $54K
Solstein Capital, LLC 0.03% New 107 $54K
City State Bank 0.02% No change 106 $53K
Private Wealth Asset Management, LLC 0.01% Reduce -7.0% 106 $53K
Ancora Advisors LLC 0.00% Reduce -0.9% 105 $53K
Alpine Bank Wealth Management 0.01% No change 105 $53K
Summit Securities Group LLC 0.02% New 104 $52K
Activest Wealth Management 0.01% Reduce -21.4% 103 $52K
Sachetta, LLC 0.02% Add +3.1% 101 $51K
Darwin Wealth Management, LLC 0.02% Reduce -37.1% 100 $50K
Lavaca Capital LLC 0.02% New 100 $50K
MV Capital Management, Inc. 0.01% Add +1.0% 100 $50K
Sunbelt Securities, Inc. 0.00% Reduce -86.8% 103 $49K
Albion Financial Group 0.00% No change 95 $48K
Maryland Capital Advisors Inc. 0.02% New 94 $47K
Spire Wealth Management 0.00% Reduce -98.1% 93 $47K
Rise Advisors, LLC 0.02% Add +4.5% 93 $47K
Asset Planning,Inc 0.03% No change 88 $44K
LRI Investments, LLC 0.00% No change 83 $42K
Central Pacific Bank - Trust Division 0.01% Add +42.9% 80 $40K
Atticus Wealth Management, LLC 0.01% Add +4.0% 78 $39K
Essential Partners LLC 0.01% — 72 $36K
Rational Advisors, Inc. 0.00% New 72 $36K
JFS Wealth Advisors, LLC 0.00% No change 70 $35K
GW&K Investment Management, LLC 0.00% Reduce -2.8% 69 $35K
ORG Partners LLC 0.01% Add +50.0% 66 $33K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +1.7% 61 $30K
Johnson Financial Group, Inc. 0.00% New 56 $28K
Bogart Wealth, LLC 0.00% Add +1.8% 56 $28K
Financial Management Professionals, Inc. 0.00% Reduce -9.8% 55 $28K
Clearstead Trust, LLC 0.01% Add +42.1% 54 $27K
Walleye Trading LLC 0.00% Reduce -91.9% 51 $26K
Rexford Capital Inc. 0.02% — 50 $25K
NFSG Corp 0.00% New 50 $25K
Fortitude Family Office, LLC 0.01% Add +58.1% 49 $25K
True Wealth Design, LLC 0.01% Add +422.2% 47 $24K
Asset Dedication, LLC 0.00% Reduce -4.1% 47 $24K
Aspect Partners, LLC 0.01% Add +70.4% 46 $23K
Oakworth Capital, Inc. 0.00% No change 45 $23K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 43 $22K
Perkins Coie Trust Co 0.00% Reduce -2.4% 40 $20K
Private Wealth Management Group, LLC 0.01% No change 39 $20K
Sierra Ocean, LLC 0.01% Add +39.3% 39 $20K
Bares Capital Management, Inc. 0.00% No change 34 $17K
Avion Wealth 0.00% Add +47.8% 34 $17K
Howard Hughes Medical Institute 0.01% New 33 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $14K
Raffa Wealth Management, LLC 0.00% No change 28 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 28 $14K
Abound Wealth Management 0.00% Add +18.2% 26 $13K
Park Place Capital Corp 0.00% No change 26 $13K
Rosenberg Matthew Hamilton 0.00% No change 26 $13K
Legacy Bridge, LLC 0.01% No change 25 $13K
Kings Path Partners LLC 0.01% No change 25 $13K
Global Wealth Strategies & Associates 0.00% No change 25 $13K
Rialto Wealth Management, LLC 0.00% Add +4.2% 25 $13K
Avalon Trust Co 0.00% No change 25 $13K
Global X Japan Co., Ltd. 0.00% New 24 $12K
IMG Wealth Management, Inc. 0.01% New 23 $12K
Logan Capital Management Inc. 0.00% No change 23 $12K
United Community Bank 0.00% No change 22 $11K
Bare Financial Services, Inc 0.00% Add +266.7% 22 $11K
CBIZ Investment Advisory Services, LLC 0.00% Add +175.0% 22 $11K
Dogwood Wealth Management LLC 0.01% Add +2100.0% 22 $11K
Clark Wealth Partners 0.01% New 21 $11K
McIlrath & Eck, LLC 0.00% New 21 $11K
Hurley Capital, LLC 0.01% No change 20 $10K
Westside Investment Management, Inc. 0.00% Add +185.7% 20 $10K
Pineridge Advisors LLC 0.00% No change 19 $10K
Rakuten Securities, Inc. 0.00% Reduce -60.4% 19 $10K
FSA Wealth Management LLC 0.00% No change 18 $9K
Harbor Investment Advisory, LLC 0.00% No change 18 $9K
1620 Investment Advisors, Inc. 0.01% Add +466.7% 17 $9K
Creative Financial Designs Inc. 0.00% Reduce -5.6% 17 $9K
Highline Wealth Partners LLC 0.00% Add +30.8% 17 $9K
Archer Investment Corp 0.00% No change 17 $9K
Frazier Financial Advisors, LLC 0.01% No change 16 $8K
First Pacific Financial 0.00% No change 16 $8K
Nova Wealth Management, Inc. 0.01% New 15 $8K
Hughes Financial Services, LLC 0.00% Reduce -17.6% 14 $7K
Kilter Group LLC 0.00% New 14 $7K
Murphy & Mullick Capital Management Corp 0.01% No change 14 $7K
Glen Eagle Advisors, LLC 0.00% No change 14 $7K
Colonial Trust Co / SC 0.00% Add +75.0% 14 $7K
PFS Partners, LLC 0.00% No change 13 $7K
HighMark Wealth Management LLC 0.00% No change 13 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $7K
Foster Dykema Cabot & Partners, LLC 0.00% No change 13 $7K
WealthTrak Capital Management LLC 0.01% Add +100.0% 12 $6K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -7.7% 12 $6K
Centricity Wealth Management, LLC 0.00% No change 12 $6K
Bellwether Advisors, LLC 0.00% Reduce -99.9% 12 $6K
Nemes Rush Group LLC 0.00% No change 11 $6K
High Note Wealth, LLC 0.00% No change 10 $5K
Tobam 0.00% No change 10 $5K
Pacific Center for Financial Services 0.00% No change 9 $5K
Prestige Wealth Management Group LLC 0.00% No change 9 $5K
Bruce G. Allen Investments, LLC 0.00% No change 9 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 9 $5K
Evelyn Partners Asset Management Ltd 0.00% No change 9 $5K
Altshuler Shaham Ltd 0.00% Add +12.5% 9 $5K
Valued Wealth Advisors LLC 0.00% No change 8 $4K
MPWM Advisory Solutions, LLC 0.00% No change 8 $4K
Horizon Financial Services, LLC 0.00% Add +60.0% 8 $4K
Strategic Wealth Partners, Ltd. 0.00% — 8 $4K
Stephens Consulting, LLC 0.00% New 7 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 7 $4K
Signature Resources Capital Management, LLC 0.00% New 6 $3K
American Capital Advisory, LLC 0.00% New 6 $3K
Nvwm, LLC 0.00% Add +50.0% 6 $3K
Truvestments Capital LLC 0.00% No change 6 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $3K
First Command Advisory Services, Inc. 0.00% No change 6 $3K
Principia Wealth Advisory, LLC 0.00% Add +66.7% 5 $3K
Wolff Wiese Magana LLC 0.00% Reduce -90.9% 5 $3K
Longfellow Investment Management Co. LLC 0.00% New 5 $3K
SJS Investment Consulting Inc. 0.00% Reduce -37.5% 5 $3K
Tortoise Investment Management, LLC 0.00% New 5 $3K
Montag A & Associates Inc. 0.00% Reduce -98.0% 5 $2K
Quaker Wealth Management, LLC 0.00% — 4 $2K
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 4 $2K
Carolina Wealth Advisors, LLC 0.00% No change 4 $2K
Core Alternative Capital 0.00% No change 4 $2K
Wood Tarver Financial Group, LLC 0.00% No change 4 $2K
Winthrop Capital Management, LLC 0.00% No change 3 $2K
TD Capital Management LLC 0.00% No change 3 $2K
HFM Investment Advisors, LLC 0.00% Add +50.0% 3 $2K
Aventura Private Wealth, LLC 0.00% New 3 $2K
BankPlus Trust Department 0.00% No change 3 $2K
Kimelman & Baird, LLC 0.00% No change 3 $2K
WestEnd Advisors, LLC 0.00% Reduce -25.0% 3 $2K
Financial Network Wealth Advisors LLC 0.00% No change 2 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $1K
Bellevue Asset Management, LLC 0.00% New 2 $1K
Proathlete Wealth Management LLC 0.00% New 2 $1K
Golden State Wealth Management, LLC 0.00% No change 2 $1K
Heritage Wealth Advisors 0.00% No change 2 $1K
Valley National Advisers Inc. 0.00% No change 3 $1K
DecisionPoint Financial, LLC 0.00% New 1 $503
ROSS\JOHNSON & Associates LLC 0.01% Reduce -95.0% 1 $502
LGT Financial Advisors LLC 0.00% New 1 $502
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $502
IMA Advisory Services, Inc. 0.00% New 1 $502
GPS Wealth Strategies Group, LLC 0.00% New 1 $502
West Branch Capital LLC 0.00% No change 1 $502
Y.D. More Investments Ltd 0.00% Reduce -35.5% 142 $206

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