Moody'sMCO

13F holders, Q3 2025 (September 30)
1,338holders −10
91new positions
100sold out
18famous investors
$476.39avg. 13F price*

At the end of Q3 2025, 1,338 institutions reported holding Moody's Corp. (MCO) in their 13F filings, down 10 from Q2 2025. 91 opened new positions and 100 sold out. The largest holders were Berkshire Hathaway ($11.8B), Vanguard Group Inc. ($7.2B) and BlackRock, Inc. ($7.0B). 18 famous investors held it, including Dev Kantesaria (15.1% of Valley Forge Capital Management's portfolio), Chris Hohn (12.0% of TCI Fund Management's portfolio) and Chuck Akre (10.1% of Akre Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions91$767.1M
Exits100$300.5M

All 13F filers, Q2 2025 → Q3 2025: 6,637,498 shares bought and 8,372,829 shares sold, net −1,735,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,338 holders

Berkshire Hathaway 4.40% No change 24,669,778 $11.8B
Vanguard Group Inc. 0.11% Add +1.1% 15,170,285 $7.2B
BlackRock, Inc. 0.12% Reduce -3.0% 14,653,100 $7.0B
TCI Fund Management 12.03% Add +0.5% 13,308,479 $6.3B
State Street Corp. 0.12% Reduce -0.1% 7,139,934 $3.4B
FMR LLC 0.14% Reduce -9.0% 5,688,895 $2.7B
Geode Capital Management, LLC 0.12% Add +0.9% 3,922,514 $1.9B
Fiera Capital Corp 3.83% Reduce -3.5% 2,485,136 $1.2B
Bank of New York Mellon Corp 0.20% Reduce -8.5% 2,391,864 $1.1B
Morgan Stanley 0.07% Reduce -1.0% 2,307,803 $1.1B
PineStone Asset Management Inc. 6.71% Reduce -2.0% 2,264,043 $1.1B
Akre Capital Management 10.07% Reduce -8.1% 2,118,949 $1.0B
Northern Trust Corp. 0.10% Reduce -1.8% 1,707,801 $813.7M
Goldman Sachs Group Inc. 0.11% Add +11.0% 1,591,159 $758.2M
Massachusetts Financial Services Co. 0.22% Reduce -3.0% 1,474,449 $702.5M
Legal & General Group Plc 0.15% Add +6.8% 1,447,105 $689.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -26.1% 1,379,879 $657.5M
Valley Forge Capital Management 15.06% No change 1,314,144 $626.2M
Windacre Partnership LLC 6.94% Add +18.4% 1,164,900 $555.1M
Rothschild & Co Wealth Management UK Ltd 8.60% Add +1.9% 1,122,423 $534.8M
Charles Schwab Investment Management Inc. 0.08% Add +3.7% 1,089,172 $519.0M
JPMorgan Chase & Co. 0.03% Reduce -10.0% 1,034,134 $492.8M
Longview Partners (Guernsey) LTD 5.07% Reduce -18.4% 1,018,194 $485.1M
Invesco Ltd. 0.07% Reduce -6.0% 995,496 $474.3M
T. Rowe Price Associates Inc. 0.05% Add +44.2% 989,333 $471.4M
Barclays PLC 0.17% Add +77.9% 956,603 $455.8M
Altarock Partners LP 8.27% Reduce -0.4% 948,735 $452.1M
Citadel Advisors 0.34% Add +215.4% 882,135 $420.3M
Ninety One UK Ltd 0.88% Add +1.9% 853,453 $406.7M
Dimensional Fund Advisors LP 0.08% Add +2.2% 817,109 $389.4M
Deutsche Bank AG 0.13% Reduce -14.6% 808,460 $385.2M
Amundi 0.12% Reduce -12.4% 757,365 $366.1M
Ako Capital LLP 5.20% Reduce -7.3% 767,143 $365.5M
Baillie Gifford & Co. 0.26% Add +0.3% 738,640 $351.9M
Winslow Capital Management, LLC 1.15% New 731,091 $348.4M
Allen Investment Management, LLC 3.86% Reduce -11.9% 728,862 $347.3M
Royal Bank of Canada 0.06% Reduce -18.1% 710,258 $338.4M
Stifel Financial Corp. 0.31% Reduce -2.1% 708,968 $337.8M
Nuveen, LLC 0.09% Reduce -2.7% 702,202 $334.6M
Neuberger Berman Group LLC 0.24% Reduce -2.1% 687,145 $327.4M
Evergreen Quality Fund GP, Ltd. 7.13% Add +9.2% 674,400 $321.3M
Russell Investments Group, Ltd. 0.36% Add +0.2% 666,876 $318.3M
Bank of America Corp. 0.02% Reduce -6.6% 659,618 $314.3M
Principal Financial Group Inc. 0.16% Add +0.3% 647,711 $308.6M
TD Asset Management Inc 0.24% Reduce -3.3% 616,209 $293.6M
Nordea Investment Management AB 0.25% Reduce -2.3% 590,112 $281.4M
UBS Group AG 0.05% Reduce -9.0% 575,156 $274.1M
Marshfield Associates 4.43% Add +4.1% 537,128 $255.9M
Schroder Investment Management Group 0.19% Add +0.5% 498,844 $237.7M
HSBC Holdings PLC 0.14% Reduce -17.2% 497,288 $236.5M
Storebrand Asset Management As 0.62% Reduce -6.2% 494,026 $235.4M
Envestnet Asset Management Inc. 0.07% Reduce -0.1% 483,745 $230.5M
Local Pensions Partnership Investment Ltd 3.78% No change 465,868 $222.0M
Cantillon Capital Management LLC 1.16% Reduce -1.1% 442,005 $210.6M
Acadian Asset Management LLC 0.36% Reduce -34.1% 431,581 $205.6M
Sarasin & Partners LLP 2.02% Add +1.7% 427,259 $205.4M
Voya Investment Management LLC 0.23% Reduce -1.3% 425,598 $202.8M
Janus Henderson Group PLC 0.09% Reduce -0.6% 414,645 $197.6M
Canoe Financial LP 2.80% Reduce -3.2% 412,142 $196.4M
Sei Investments Co. 0.21% Add +70.6% 401,396 $191.3M
DF Dent & Co. Inc. 2.47% Reduce -6.3% 401,205 $191.2M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +0.8% 378,495 $180.3M
National Pension Service 0.14% Add +2.8% 370,862 $176.7M
Point72 Asset Management 0.38% New 345,071 $164.4M
Brown Advisory Inc. 0.21% Reduce -25.2% 334,325 $159.3M
Skye Global Management LP 3.11% Add +37.5% 324,500 $154.6M
Two Sigma Investments, LP 0.25% Add +1222.0% 324,251 $154.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +5.3% 316,969 $151.0M
Rhumbline Advisers 0.12% Reduce -2.3% 316,401 $150.8M
California Public Employees Retirement System 0.09% Add +3.6% 298,104 $142.0M
BLS Capital Fondsmaeglerselskab A/S 4.78% Reduce -22.8% 291,449 $138.9M
Aviva PLC 0.25% Add +3.5% 288,802 $137.6M
Canada Pension Plan Investment Board 0.10% Add +55.9% 285,900 $136.2M
Franklin Resources Inc. 0.03% Reduce -33.6% 285,087 $135.8M
Holocene Advisors, LP 0.31% Add +340.0% 283,744 $135.2M
Newport Trust Company, LLC 0.31% Reduce -3.3% 283,572 $135.1M
Employees Provident Fund Board 1.08% Reduce -19.4% 281,978 $134.4M
Manning & Napier Advisors LLC 1.59% Reduce -5.3% 258,461 $124.3M
Chilton Investment Co. Inc. 2.53% Add +3.5% 260,746 $124.2M
King Luther Capital Management Corp. 0.51% Reduce -3.5% 259,637 $123.7M
Generation Investment Management LLP 0.80% Reduce -6.2% 254,169 $121.1M
California State Teachers Retirement System 0.12% Add +0.4% 251,161 $119.7M
HighTower Advisors, LLC 0.13% Reduce -5.8% 247,347 $117.9M
Bristol John W & Co. Inc. 1.78% Add +36.9% 237,297 $113.1M
Raymond James Financial Inc. 0.03% Reduce -8.8% 222,095 $105.8M
Congress Asset Management Co. 0.70% Reduce -1.1% 221,975 $105.8M
Marshall Wace, LLP 0.12% Add +117.2% 221,826 $105.7M
National Bank of Canada 0.12% Reduce -1.5% 218,906 $104.3M
Markel Group 0.83% No change 213,890 $101.9M
New York State Common Retirement Fund 0.13% Reduce -5.0% 209,911 $100.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% Reduce -3.6% 202,364 $96.4M
Balyasny Asset Management L.P. 0.20% Add +10311.9% 197,826 $94.3M
Qube Research & Technologies Ltd 0.13% Reduce -44.2% 197,032 $93.9M
APG Asset Management N.V. 0.26% Add +55.1% 229,004 $92.9M
Ycg, LLC 6.60% Add +3.8% 184,431 $87.9M
CANADA LIFE ASSURANCE Co 0.13% Add +2.8% 182,549 $87.8M
Assenagon Asset Management S.A. 0.12% Add +34.6% 170,603 $81.3M
Natixis Advisors, LLC 0.12% Reduce -3.6% 169,278 $80.7M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -15.1% 168,419 $80.2M
Barr E S & Co. 4.21% Reduce -0.7% 162,842 $77.6M
GFI Investment Counsel Ltd. 8.01% Add +0.2% 161,380 $76.9M
Alliancebernstein L.P. 0.02% Reduce -2.8% 161,109 $76.8M
Bristol Gate Capital Partners Inc. 4.42% Reduce -3.2% 157,072 $74.8M
Aberdeen Group plc 0.12% Reduce -0.3% 156,129 $74.4M
BNP Paribas Financial Markets 0.06% Reduce -10.6% 152,522 $72.7M
Robeco Institutional Asset Management B.V. 0.10% Reduce -5.7% 149,649 $71.3M
Jane Street Group, LLC 0.08% Add +1182.8% 149,061 $71.0M
Armstrong Henry H Associates Inc. 6.41% Reduce -0.1% 148,637 $70.8M
LPL Financial LLC 0.02% Add +5.2% 148,582 $70.8M
Ameriprise Financial Inc. 0.02% Reduce -23.8% 147,048 $70.1M
State Board of Administration of Florida Retirement System 0.12% Reduce -6.1% 145,446 $69.3M
PNC Financial Services Group, Inc. 0.04% Reduce -2.0% 141,921 $67.6M
Bank of Montreal 0.03% Add +7.2% 141,224 $67.3M
Adage Capital Partners Gp, L.L.C. 0.10% Add +20.4% 136,254 $64.9M
CI Investments Inc. 0.23% Reduce -2.3% 130,751 $62.3M
Capitolis Liquid Global Markets LLC 0.49% New 129,200 $61.6M
New York State Teachers Retirement System 0.12% Reduce -2.2% 124,374 $59.3M
Rings Capital Management LLC 26.84% No change 120,000 $57.2M
Ceredex Value Advisors LLC 1.31% Add +111.7% 118,872 $56.6M
Caledonia Investments PLC 5.57% No change 118,800 $56.6M
Squarepoint Ops LLC 0.12% Add +2752.6% 118,666 $56.5M
Citigroup Inc. 0.04% Reduce -52.3% 118,232 $56.3M
Schwartz Investment Counsel Inc. 1.89% No change 118,200 $56.3M
Gillson Capital LP 4.70% Add +71.6% 113,669 $54.2M
Lazard Freres Gestion S.A.S. 1.01% Add +37.2% 111,712 $53.2M
Bowie Capital Management, LLC 2.39% Reduce -12.0% 111,070 $52.9M
DekaBank Deutsche Girozentrale 0.09% No change 109,449 $52.6M
Pictet Asset Management Holding SA 0.05% Add +6.1% 109,081 $52.0M
Wells Fargo & Company 0.01% Reduce -8.4% 107,581 $51.3M
Baskin Financial Services Inc. 3.73% Reduce -0.1% 106,553 $50.8M
Toronto Dominion Bank 0.10% Add +26.9% 106,303 $50.7M
AQR Capital Management 0.03% Reduce -5.3% 102,902 $49.0M
Flossbach Von Storch SE 0.19% Reduce -45.1% 101,816 $48.5M
AEGON ASSET MANAGEMENT UK Plc 0.57% Reduce -14.8% 101,608 $48.4M
KBC Group NV 0.12% Add +0.8% 100,778 $48.0M
First Trust Advisors LP 0.04% Reduce -76.2% 100,537 $47.9M
State of Wisconsin Investment Board 0.10% Add +0.3% 95,191 $45.4M
First Manhattan Co. Llc. 0.12% Add +0.2% 93,597 $44.6M
Korea Investment CORP 0.09% Add +8.1% 92,117 $43.9M
Mar Vista Investment Partners LLC 3.79% Reduce -1.9% 91,633 $43.7M
Man Group plc 0.09% Reduce -32.0% 91,006 $43.4M
Prudential Financial Inc. 0.05% Add +4.8% 90,794 $43.3M
Manufacturers Life Insurance Company, The 0.04% Add +0.3% 89,963 $42.9M
Freestone Grove Partners LP 0.32% Add +1891.9% 89,418 $42.6M
Caisse de depot et placement du Quebec 0.08% Add +129.5% 88,190 $42.0M
Allianz Asset Management GmbH 0.05% Reduce -0.2% 87,831 $41.8M
Danske Bank A/S 0.10% Add +1.6% 87,351 $41.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.51% No change 86,950 $41.4M
1832 Asset Management L.P. 0.07% Reduce -4.7% 86,709 $41.3M
Credit Agricole S A 0.14% — 86,476 $41.2M
Wellington Management Group LLP 0.01% Reduce -22.8% 86,009 $41.0M
Quantum Capital Management, LLC / NJ 4.47% Reduce -0.4% 85,610 $40.8M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.6% 85,246 $40.6M
J. Safra Sarasin Holding AG 0.65% Add +5.2% 84,583 $40.3M
Ironvine Capital Partners, LLC 3.91% Reduce -0.2% 82,334 $39.2M
Banque Pictet & Cie SA 0.39% Reduce -6.3% 82,068 $39.1M
Bank of Nova Scotia 0.07% Add +4.6% 79,813 $38.0M
Square Wave Capital, LLC 13.68% Add +183.7% 78,488 $37.4M
Summitry LLC 1.58% Add +1.8% 78,134 $37.2M
KLP Kapitalforvaltning As 0.15% Add +0.1% 77,361 $36.9M
Public Employees Retirement System of Ohio 0.12% Add +4.8% 76,891 $36.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -54.0% 77,361 $36.6M
Royal London Asset Management Ltd. 0.08% Reduce -3.1% 74,952 $35.7M
Pinebridge Investments, L.P. 0.26% Reduce -5.5% 74,741 $35.6M
Polar Asset Management Partners Inc. 1.03% New 73,816 $35.2M
Asset Management One Co., Ltd. 0.10% Add +3.1% 73,793 $35.2M
NS Partners Ltd 1.34% Reduce -1.5% 72,713 $34.6M
Corient Private Wealth LP 0.05% Reduce -64.0% 72,153 $34.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +1.8% 71,286 $34.0M
Nisa Investment Advisors, LLC 0.13% Add +3.4% 70,952 $33.8M
Treasurer of the State of North Carolina 0.10% Reduce -3.8% 69,889 $33.3M
Swedbank AB 0.03% Reduce -0.1% 68,494 $32.6M
Zacks Investment Management 0.26% Add +4.8% 67,891 $32.3M
Makena Capital Management LLC 3.28% Add +16.5% 66,619 $31.7M
Renaissance Group LLC 1.19% Reduce -1.0% 66,113 $31.5M
Teacher Retirement System of Texas 0.13% Reduce -9.2% 65,328 $31.1M
Schonfeld Strategic Advisors LLC 0.22% Add +5.0% 65,099 $31.0M
Ninety One North America, Inc. 1.39% Reduce -0.2% 64,442 $30.7M
Mackenzie Financial Corp. 0.04% Reduce -10.3% 63,427 $30.2M
Forsta Ap-Fonden 0.18% Reduce -2.3% 62,700 $29.9M
Nomura Asset Management Co. Ltd. 0.08% Reduce -12.7% 62,700 $29.9M
Captrust Financial Advisors 0.06% Add +0.4% 62,271 $29.7M
Cullen/Frost Bankers, Inc. 0.34% Reduce -1.1% 61,798 $29.4M
Tidal Investments LLC 0.12% Add +55.6% 61,381 $29.2M
Mn Services Vermogensbeheer B.V. 0.19% Add +1.2% 61,272 $29.2M
BRX Global LP 27.19% No change 59,743 $28.5M
Mariner, LLC 0.04% Reduce -2.0% 59,353 $28.3M
Cobblestone Capital Advisors LLC 1.35% Reduce -0.1% 58,905 $28.1M
Vancity Investment Management Ltd 3.67% Add +13.1% 57,976 $27.6M
Cercano Management LLC 1.05% Reduce -45.5% 57,368 $27.3M
State of Tennessee, Department of Treasury 0.09% Add +5.6% 56,951 $27.1M
State of New Jersey Common Pension Fund D 0.10% Add +4.8% 56,863 $27.1M
Norris Perne & French LLP 1.87% Reduce -0.7% 56,625 $27.0M
Victory Capital Management Inc. 0.02% Reduce -2.7% 56,332 $26.8M
Agf Management Ltd. 0.12% Reduce -9.2% 55,588 $26.5M
Perigon Wealth Management, LLC 0.54% Add +0.3% 55,517 $26.5M
M&T Bank Corp 0.09% Reduce -8.1% 55,277 $26.3M
Handelsbanken Fonder AB 0.08% Reduce -1.1% 54,106 $25.8M
Susquehanna International Group, LLP 0.04% Add +75.0% 53,873 $25.7M
Ensign Peak Advisors, Inc 0.04% Reduce -0.6% 53,404 $25.4M
BLI - Banque de Luxembourg Investments 0.74% Reduce -0.9% 52,620 $25.3M
Mediolanum International Funds Ltd 0.27% Add +14.5% 52,616 $25.3M
Hikari Power Ltd 2.03% No change 53,040 $25.3M
Two Sigma Advisers, LP 0.05% Add +189.6% 53,000 $25.3M
Resona Asset Management Co.,Ltd. 0.12% Reduce -5.0% 52,755 $25.2M
Select Equity Group, L.P. 0.11% Reduce -2.2% 52,400 $25.0M
Focus Partners Wealth 0.04% Reduce -3.0% 52,140 $24.8M
Bank Pictet & Cie (Europe) AG 0.49% Reduce -5.5% 51,960 $24.8M
Gabelli Funds LLC 0.17% Reduce -0.3% 51,737 $24.7M
Rafferty Asset Management, LLC 0.08% Reduce -0.2% 51,344 $24.5M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Add +2.5% 51,186 $24.4M
CIBC Private Wealth Group LLC 0.04% Reduce -0.3% 50,731 $24.2M
UniSuper Management Pty Ltd 0.15% Add +3.7% 50,344 $24.0M
Welch & Forbes LLC 0.29% Add +1.9% 50,041 $23.8M
Jain Global LLC 0.33% Add +9.6% 49,334 $23.5M
Achmea Investment Management B.V. 0.29% Add +3.2% 49,079 $23.4M
Comerica Bank 0.09% Reduce -2.2% 48,432 $23.1M
Ossiam 0.29% Add +672.8% 48,046 $22.9M
Artemis Investment Management LLP 0.28% Reduce -2.8% 47,666 $22.7M
Arizona State Retirement System 0.12% Reduce -0.0% 47,325 $22.5M
Osaic Holdings, Inc. 0.03% Add +350.5% 46,620 $22.4M
Campbell Newman Asset Management Inc. 1.61% Add +1.9% 46,348 $22.1M
Walter Public Investments Inc. 3.62% Reduce -0.9% 46,203 $22.0M
Fiduciary Group, LLC 1.92% Reduce -1.1% 45,951 $21.9M
Quantinno Capital Management LP 0.06% Add +43.1% 45,911 $21.9M
Thrivent Financial for Lutherans 0.04% Add +135.7% 45,829 $21.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.19% Reduce -1.7% 45,743 $21.8M
MetLife Investment Management, LLC 0.10% Reduce -1.8% 45,663 $21.8M
Meridiem Capital Partners LP 1.48% New 45,197 $21.5M
State of Michigan Retirement System 0.10% Reduce -0.9% 44,306 $21.1M
Kestra Advisory Services, LLC 0.10% Reduce -1.6% 43,870 $20.9M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +0.2% 43,824 $20.9M
O'shaughnessy Asset Management, LLC 0.12% Add +32.3% 43,553 $20.8M
Bluegrass Capital Partners LP 13.41% Add +19.4% 43,000 $20.5M
Swiss Life Asset Management Ltd 0.10% Add +14.7% 41,816 $19.9M
Adams Diversified Equity Fund, Inc. 0.67% New 41,500 $19.8M
11 Capital Partners LP 5.56% Add +49.3% 41,189 $19.6M
Millennium Management 0.02% Add +2367.6% 40,642 $19.4M
Xponance LLC 0.15% Add +1.0% 40,151 $19.1M
AXA Investment Managers S.A. 0.05% — 40,045 $19.1M
Cerity Partners LLC 0.03% Add +1.1% 39,862 $19.0M
Federation des caisses Desjardins du Quebec 0.07% Add +6.8% 39,345 $18.7M
Czech National Bank 0.13% Add +3.6% 39,185 $18.7M
Varma Mutual Pension Insurance Co 0.12% Add +21.9% 38,966 $18.6M
Cetera Investment Advisers 0.02% Add +13.2% 37,501 $17.9M
NorthCrest Asset Manangement, LLC 0.42% Add +1.6% 36,347 $17.8M
GHP Investment Advisors, Inc. 0.74% Reduce -0.3% 37,090 $17.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -2.4% 37,049 $17.7M
STRS Ohio 0.06% Reduce -3.4% 36,646 $17.5M
Amalgamated Bank 0.12% Add +1.1% 36,449 $17.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +485.1% 36,108 $17.2M
Baron Capital (BAMCO) 0.05% Add +0.0% 36,042 $17.2M
Gotham Asset Management 0.07% Add +55.3% 35,497 $16.9M
Progressive Investment Management Corp 3.92% Reduce -0.8% 33,860 $16.1M
Fifth Third Bancorp 0.05% Reduce -2.1% 33,512 $16.0M
Public Sector Pension Investment Board 0.06% Add +4.3% 33,230 $15.8M
Oxbow Advisors, LLC 1.48% Add +2.0% 32,955 $15.7M
Retirement Systems of Alabama 0.05% Reduce -0.9% 32,912 $15.7M
DNB Asset Management AS 0.06% Add +1.7% 32,864 $15.7M
Pragma Gestao DE Patrimonio Ltd. 6.73% Add +19.3% 32,800 $15.6M
Van Eck Associates Corp. 0.01% Add +2.0% 32,755 $15.6M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -7.8% 32,381 $15.4M
Raub Brock Capital Management LP 3.31% Reduce -0.9% 32,299 $15.4M
Hikari Tsushin, Inc. 1.02% No change 31,689 $15.1M
Janney Montgomery Scott LLC 0.04% Reduce -0.3% 31,412 $15.0M
ProShare Advisors LLC 0.03% Reduce -9.6% 30,957 $14.8M
IFM Investors Pty Ltd 0.13% Reduce -0.8% 30,377 $14.5M
Troy Asset Management Ltd 0.37% Add +0.2% 30,356 $14.5M
Ingalls & Snyder LLC 0.47% No change 29,969 $14.3M
Scotia Capital Inc. 0.06% Add +8.9% 29,717 $14.2M
Creative Planning 0.01% Add +7.3% 29,706 $14.2M
Macquarie Group Ltd. 0.02% Reduce -28.0% 29,050 $13.8M
Daiwa Securities Group Inc. 0.05% Add +3.1% 28,765 $13.7M
Brown Brothers Harriman & Co. 0.08% Add +14.0% 28,702 $13.7M
Cornerstone Advisors, LLC 0.44% No change 27,800 $13.2M
Vident Advisory, LLC 0.13% Add +15.6% 27,268 $13.0M
Aquamarine Capital (Aquamarine Zurich) 4.05% No change 27,000 $12.9M
Donaldson Capital Management, LLC 0.41% Add +12.1% 26,904 $12.8M
American Century Companies Inc. 0.01% Add +4.9% 26,841 $12.8M
USS Investment Management Ltd 0.06% No change 26,785 $12.8M
Marks Group Wealth Management, Inc 1.18% Reduce -6.3% 26,591 $12.7M
Prudential PLC 0.09% Reduce -7.3% 26,318 $12.5M
US Bancorp \de 0.01% Reduce -0.2% 26,022 $12.4M
Candriam S.C.A. 0.07% Add +1.1% 26,008 $12.4M
Utah Retirement Systems 0.12% Reduce -0.8% 25,688 $12.2M
Banco Santander, S.A. 0.11% No change 25,672 $12.2M
Gradient Investments LLC 0.20% New 25,654 $12.2M
Verition Fund Management LLC 0.07% Add +194.6% 25,618 $12.2M
Blair William & Co. 0.03% Reduce -0.9% 25,573 $12.2M
Tokio Marine Asset Management Co. Ltd. 0.43% Add +10.4% 25,562 $12.2M
CIBC Asset Management Inc 0.03% Reduce -0.0% 25,300 $12.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +23.5% 25,218 $12.0M
Pathstone Holdings, LLC 0.05% Add +0.2% 25,099 $12.0M
Police & Firemen's Retirement System of New Jersey 0.10% Add +5.9% 25,097 $12.0M
Vanguard Personalized Indexing Management, LLC 0.12% Add +2.6% 24,953 $11.9M
Liontrust Investment Partners LLP 0.17% Reduce -17.4% 24,939 $11.9M
Commonwealth Equity Services, LLC 0.02% Reduce -0.4% 24,754 $11.8M
Ethic Inc. 0.19% Reduce -2.4% 24,752 $11.8M
Brasada Capital Management, LP 1.99% Reduce -1.7% 24,221 $11.7M
Twinbeech Capital LP 0.45% New 23,830 $11.4M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.8% 23,100 $11.3M
Natixis 0.06% Reduce -57.1% 23,623 $11.3M
Elo Mutual Pension Insurance Co 0.18% Add +24.5% 23,476 $11.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -8.5% 23,311 $11.1M
Lansing Management LP 8.04% Add +28.3% 23,265 $11.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -87.7% 22,899 $10.9M
FIL Ltd 0.01% Add +7.7% 22,875 $10.9M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -0.3% 22,744 $10.8M
New York Life Investment Management LLC 0.09% Reduce -2.9% 22,534 $10.7M
Cubist Systematic Strategies, LLC 0.15% New 22,207 $10.6M
Evoke Wealth, LLC 0.22% Reduce -0.2% 22,185 $10.6M
MML Investors Services, LLC 0.03% Reduce -0.8% 21,896 $10.4M
NorthCoast Asset Management LLC 0.04% Add +7.5% 21,734 $10.4M
CIBC Bancorp USA Inc. 0.06% — 21,559 $10.3M
Vontobel Holding Ltd. 0.03% Reduce -8.7% 21,277 $10.1M
Johnson Financial Group, Inc. 0.38% Add +37816.1% 21,233 $10.1M
Truist Financial Corp. 0.01% Reduce -17.2% 21,018 $10.0M
Nissay Asset Management Corp. /Japan 0.05% Add +0.8% 20,700 $9.9M
Public Employees Retirement Association of Colorado 0.04% Reduce -2.3% 20,684 $9.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -11.8% 20,606 $9.8M
Mercer Global Advisors Inc. 0.02% Reduce -0.1% 20,445 $9.7M
Woodline Partners LP 0.05% Add +21.9% 20,392 $9.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +0.8% 20,358 $9.7M
Calamos Wealth Management LLC 0.35% Add +0.1% 20,354 $9.7M
Canada Post Corp Registered Pension Plan 0.42% Reduce -15.6% 19,823 $9.5M
Oppenheimer Asset Management Inc. 0.10% Reduce -12.1% 19,507 $9.3M
Threadgill Financial, LLC 4.47% Reduce -0.4% 19,362 $9.2M
Dock Street Asset Management Inc. 0.81% Reduce -3.2% 19,356 $9.2M
Alps Advisors Inc. 0.05% Add +42.4% 19,272 $9.2M
Firetrail Investments PTY Ltd. 2.27% New 19,205 $9.1M
Ninety One SA (Pty) Ltd 0.41% No change 18,918 $9.0M
Morningstar Investment Management LLC 0.33% New 18,633 $8.9M
LGT Fund Management Co Ltd. 0.72% Reduce -2.0% 18,440 $8.8M
NEOS Investment Management LLC 0.07% Add +40.6% 18,244 $8.7M
Voloridge Investment Management, LLC 0.03% Reduce -71.2% 18,121 $8.6M
Oregon Public Employees Retirement Fund 0.11% Add +32.1% 17,658 $8.4M
Crown Oak Advisors, LLC 3.95% No change 16,673 $8.4M
Yousif Capital Management, LLC 0.09% Reduce -5.5% 17,529 $8.4M
OP Asset Management Ltd 0.11% Add +1.1% 17,402 $8.3M
Carderock Capital Management Inc. 2.00% Add +3.7% 17,225 $8.2M
Marsico Capital Management LLC 0.21% Reduce -55.5% 17,177 $8.2M
State of Alaska, Department of Revenue 0.08% Reduce -2.9% 16,865 $8.0M
Mutual of America Capital Management LLC 0.08% Reduce -5.7% 16,724 $8.0M
Jennison Associates LLC 0.00% Reduce -98.8% 16,708 $8.0M
Tower Bridge Advisors 0.81% Reduce -2.7% 16,697 $8.0M
Wealthfront Advisers LLC 0.02% Add +29.2% 16,687 $8.0M
Empowered Funds, LLC 0.08% Add +14.3% 16,608 $7.9M
NatWest Group plc 1.94% Reduce -0.7% 16,438 $7.8M
Douglass Winthrop Advisors, LLC 0.14% Reduce -1.6% 16,300 $7.8M
Illinois Municipal Retirement Fund 0.10% Reduce -11.4% 16,150 $7.7M
Stanley Capital Management, LLC 1.24% No change 15,758 $7.5M
Kintegral Advisory, LLC 0.64% Reduce -0.4% 15,689 $7.5M
GAMCO Investors 0.07% Reduce -0.7% 15,220 $7.3M
B. Metzler seel. Sohn & Co. AG 0.06% Add +2.5% 15,212 $7.2M
Blue Zone Wealth Advisors, LLC 1.44% Add +3.9% 15,164 $7.2M
Crossmark Global Holdings, Inc. 0.11% Add +39.0% 15,130 $7.2M
Engineers Gate Manager LP 0.08% Add +396.2% 15,035 $7.2M
AdvisorShares Investments LLC 1.16% Reduce -1.3% 14,924 $7.1M
Hudson Bay Capital Management LP 0.05% Reduce -0.7% 14,895 $7.1M
Cibc World Market Inc. 0.01% Add +98.3% 14,845 $7.1M
Seilern Investment Management Ltd 0.51% Reduce -11.7% 14,790 $7.0M
Beacon Investment Advisory Services, Inc. 0.30% Add +279.8% 14,748 $7.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +61.1% 14,739 $7.0M
Strategic Global Advisors, LLC 1.05% Reduce -1.7% 14,525 $6.9M
Park State Asset Management 4.71% Reduce -29.1% 14,402 $6.9M
East Coast Asset Management, LLC. 2.15% Reduce -3.8% 14,369 $6.8M
Connecticut Wealth Management, LLC 0.30% No change 14,204 $6.8M
Vinva Investment Management Ltd 0.13% Add +24.4% 13,904 $6.7M
Ghe, LLC 2.69% Reduce -2.1% 14,000 $6.7M
Penbrook Management LLC 4.54% No change 13,650 $6.5M
HB Wealth Management, LLC 0.04% Reduce -0.1% 13,615 $6.5M
&partners 0.04% Add +5.3% 13,401 $6.4M
Americana Partners, LLC 0.19% Reduce -1.4% 13,445 $6.4M
ASR Vermogensbeheer N.V. 0.08% Add +0.0% 13,434 $6.4M
QRG Capital Management, Inc. 0.08% Reduce -25.6% 13,362 $6.4M
XXEC, Inc. 5.36% Reduce -0.5% 13,352 $6.4M
Bessemer Group Inc. 0.01% Add +17.5% 13,288 $6.3M
Metis Global Partners, LLC 0.15% Reduce -4.5% 13,272 $6.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.36% Reduce -2.0% 13,141 $6.3M
Erste Asset Management GmbH 0.06% Reduce -67.0% 12,736 $6.1M
K.J. Harrison & Partners Inc 0.87% Reduce -8.0% 12,575 $6.1M
Jones Financial Companies LLLP 0.00% Add +11.0% 12,636 $6.0M
Pacer Advisors, Inc. 0.02% Reduce -0.7% 12,639 $6.0M
Fiduciary Alliance LLC 0.40% Reduce -6.0% 12,543 $6.0M
Generali Asset Management SPA SGR 0.13% Reduce -3.7% 12,482 $5.9M
National Philanthropic Trust 0.07% Add +0.3% 12,481 $5.9M
Lido Advisors, LLC 0.02% Add +92.0% 12,452 $5.9M
Yacktman Asset Management 0.08% No change 12,425 $5.9M
Magnetar Financial LLC 0.04% New 12,324 $5.9M
Keybank National Association 0.02% Add +13.1% 12,276 $5.8M
Rockefeller Capital Management L.P. 0.01% Reduce -10.1% 12,265 $5.8M
Ibex Wealth Advisors 0.56% Add +6.3% 12,238 $5.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 12,187 $5.8M
Ballentine Partners, LLC 0.08% Add +1.8% 12,068 $5.8M
Mizuho Securities USA LLC 0.12% Add +5.1% 11,237 $5.7M
Avanza Fonder AB 0.15% Add +13.9% 12,014 $5.7M
Midwest Professional Planners, LTD. 1.39% Add +0.2% 11,986 $5.7M
Atria Investments, Inc 0.07% Add +0.8% 11,962 $5.7M
Employees Retirement System of Texas 0.05% No change 11,900 $5.7M
Voleon Capital Management LP 0.14% Add +274.2% 11,840 $5.6M
Loomis Sayles & Co. L P 0.01% Add +115.7% 11,790 $5.6M
Kepler Cheuvreux (Suisse) SA 0.30% — 11,761 $5.6M
Lincoln Capital LLC 1.05% Reduce -3.3% 11,507 $5.6M
Roundview Capital LLC 0.35% Add +0.2% 11,704 $5.6M
Live Oak Private Wealth LLC 0.77% Add +0.1% 11,571 $5.5M
Oddo BHF Asset Management Sas 0.21% Reduce -13.5% 11,566 $5.5M
LGT Group Foundation 0.06% Reduce -29.4% 11,462 $5.5M
Benjamin Edwards Inc. 0.06% Add +5.5% 11,453 $5.5M
Fogel Capital Management, Inc. 2.46% Add +0.9% 11,170 $5.3M
Titan Global Capital Management USA LLC 0.78% Reduce -3.5% 11,141 $5.3M
Glenmede Investment Management, LP 0.03% Reduce -19.9% 11,066 $5.3M
Oppenheimer & Co. Inc. 0.06% Reduce -1.5% 10,907 $5.2M
Federated Hermes, Inc. 0.01% Reduce -0.3% 10,882 $5.2M
Altrafin AG 1.63% Reduce -0.4% 10,801 $5.1M
Smith Salley Wealth Management 0.26% Add +3.3% 10,800 $5.1M
Baird Financial Group, Inc. 0.01% Add +0.6% 10,796 $5.1M
BNP Paribas 0.15% Reduce -1.1% 10,764 $5.1M
Fiduciary Trust Co 0.06% Add +0.3% 10,745 $5.1M
CenterBook Partners LP 0.25% Add +319.1% 10,671 $5.1M
Banque Cantonale Vaudoise 0.19% Reduce -12.1% 10,634 $5.1M
Cloverfields Capital Group, LP 1.57% Reduce -0.4% 10,552 $5.0M
Central Bank & Trust Co. 0.78% Reduce -6.1% 10,373 $4.9M
Taylor Hoffman Capital Management LLC 1.56% Add +0.9% 10,370 $4.9M
Point72 Asia (Singapore) Pte. Ltd. 0.75% New 10,201 $4.9M
Diversify Wealth Management, LLC 0.28% Add +8.6% 9,899 $4.8M
Allianz SE 0.10% No change 10,090 $4.8M
Merit Financial Group, LLC 0.04% Add +1.4% 10,083 $4.8M
Insight Wealth Strategies, LLC 0.56% Add +1.2% 10,059 $4.8M
Jefferies Financial Group Inc. 0.05% New 10,022 $4.8M
TRB Advisors LP 0.96% No change 10,000 $4.8M
Moore Capital Management, LP 0.10% Reduce -9.4% 9,935 $4.7M
Commerzbank Aktiengesellschaft 0.10% Add +6.8% 9,910 $4.7M
Glenview Trust Co 0.07% Add +8.8% 9,893 $4.7M
Aquatic Capital Management LLC 0.09% New 9,767 $4.7M
Kentucky Retirement Systems 0.13% Reduce -3.6% 9,760 $4.7M
OMERS ADMINISTRATION Corp 0.03% Reduce -0.3% 9,564 $4.6M
Groupama Asset Managment 0.07% Add +12.5% 9,497 $4.5M
Windmill Hill Asset Management Ltd 1.19% No change 9,491 $4.5M
UMB Bank, n.a. 0.07% Reduce -2.6% 9,265 $4.4M
D. E. Shaw & Co. 0.00% Reduce -75.6% 9,247 $4.4M
Ritholtz Wealth Management 0.09% Add +219.0% 9,202 $4.4M
Sterling Investment Management, LLC 2.61% Reduce -0.3% 9,128 $4.3M
Hartford Investment Management Co. 0.13% Reduce -3.1% 9,041 $4.3M
Sanctuary Advisors, LLC 0.02% Reduce -13.9% 9,014 $4.3M
KP Management LLC 1.50% Reduce -10.0% 9,000 $4.3M
Katamaran Capital LLP 3.90% New 8,973 $4.3M
Intech Investment Management LLC 0.04% Add +77.4% 8,826 $4.2M
Norinchukin Bank, The 0.06% Add +1.9% 8,818 $4.2M
Arax Advisory Partners 0.06% Add +132.1% 8,784 $4.2M
Los Angeles Capital Management LLC 0.01% Reduce -96.0% 8,711 $4.2M
Laird Norton Wetherby Wealth Management, LLC 0.17% Add +1.9% 8,703 $4.1M
Wolverine Trading, LLC 0.08% Add +339.2% 8,612 $4.1M
Investment Management Corp of Ontario 0.06% Add +71.3% 8,670 $4.1M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -1.7% 8,566 $4.1M
Transamerica Financial Advisors, LLC 0.33% Reduce -0.9% 8,356 $4.0M
Ieq Capital, LLC 0.01% Reduce -21.6% 8,310 $4.0M
Bretton Capital Management, LLC 3.33% No change 8,300 $4.0M
Clean Yield Group 1.11% Add +8.2% 8,270 $3.9M
Gulf International Bank (UK) Ltd 0.13% Reduce -1.5% 8,213 $3.9M
Louisiana State Employees Retirement System 0.06% Reduce -1.2% 8,100 $3.9M
Snowden Capital Advisors LLC 0.10% Reduce -0.1% 8,006 $3.8M
Harbor Advisors LLC 0.59% No change 8,000 $3.8M
University of Texas/Texas Am Investment Management Co. 0.54% Add +125.5% 7,824 $3.7M
Maryland State Retirement & Pension System 0.08% Add +2.6% 7,751 $3.7M
Citadel Investment Advisory, Inc. 1.69% No change 7,702 $3.7M
MCF Advisors LLC 0.22% Add +51.5% 7,677 $3.7M
Commerce Bank 0.02% Add +19.8% 7,631 $3.6M
Dorsey Wright & Associates 0.81% Add +0.3% 7,579 $3.6M
Rathbones Group PLC 0.01% Reduce -2.7% 7,576 $3.6M
Securian Asset Management, Inc. 0.10% Reduce -7.3% 7,549 $3.6M
Orion Porfolio Solutions, LLC 0.03% Add +0.8% 7,494 $3.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.40% Reduce -26.4% 7,426 $3.5M
Boston Trust Walden Corp 0.03% Reduce -1.4% 7,300 $3.5M
Regions Financial Corp. 0.02% Add +2.4% 7,254 $3.5M
Virtu Financial LLC 0.19% New 7,231 $3.4M
ING Groep NV 0.02% Reduce -3.4% 7,225 $3.4M
First National Advisers, LLC 0.47% Add +2.2% 7,209 $3.4M
Slow Capital, Inc. 0.40% Reduce -1.3% 7,164 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.2% 7,074 $3.4M
E. Ohman J:or Asset Management AB 0.08% Add +6.0% 7,043 $3.4M
New Mexico Educational Retirement Board 0.10% Reduce -4.1% 6,992 $3.3M
Syntegra Private Wealth Group, LLC 0.31% No change 6,987 $3.3M
Diversified Trust Co. 0.07% Add +14.9% 6,971 $3.3M
Shell Asset Management Co. 0.33% Reduce -81.3% 6,949 $3.3M
Van Strum & Towne Inc. 0.96% No change 6,883 $3.3M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -4.3% 6,882 $3.3M
iA Global Asset Management Inc. 0.04% Reduce -38.5% 6,831 $3.3M
Johnson Investment Counsel Inc. 0.03% Add +0.1% 6,831 $3.3M
Wealthcare Advisory Partners LLC 0.07% Reduce -1.7% 6,801 $3.2M
Tema ETFs LLC 0.27% Add +75.1% 6,771 $3.2M
Connable Office Inc. 0.30% Add +0.6% 6,764 $3.2M
HRT Financial LP 0.01% New 6,756 $3.2M
Inkwell Capital LLC 3.29% Reduce -1.6% 6,746 $3.2M
Kestra Private Wealth Services, LLC 0.04% Reduce -1.1% 6,729 $3.2M
Sterling Capital Management LLC 0.05% Reduce -13.0% 6,673 $3.2M
Composition Wealth, LLC 0.05% Add +9.3% 6,544 $3.1M
First National Bank of Omaha 0.20% Reduce -4.6% 6,526 $3.1M
Huntington National Bank 0.03% Reduce -1.5% 6,470 $3.1M
DAVENPORT & Co LLC 0.02% Add +3.2% 6,464 $3.1M
Siemens Fonds Invest GmbH 0.17% Reduce -4.2% 6,453 $3.1M
AG2R La Mondiale Gestion D'actifs 0.16% No change 6,099 $3.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -20.3% 6,373 $3.0M
Milestones Administradora de Recursos Ltda. 1.06% Reduce -66.7% 6,353 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +10.8% 6,349 $3.0M
Fairbanks Capital Management, Inc. 1.62% Reduce -0.6% 6,275 $3.0M
Alphinity Investment Management Pty Ltd 0.03% Add +19.5% 6,223 $3.0M
Tiaa Trust, National Association 0.01% Reduce -0.5% 6,195 $3.0M
Nomura Holdings Inc. 0.02% Add +267.7% 6,192 $3.0M
Crawford Investment Counsel Inc. 0.05% Reduce -5.6% 6,190 $2.9M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -0.0% 6,033 $2.9M
Chicago Partners Investment Group LLC 0.08% Reduce -1.0% 5,943 $2.9M
Van Den Berg Management I, Inc. 0.72% Reduce -0.9% 6,059 $2.9M
Trust Co. of Toledo NA 0.29% No change 6,030 $2.9M
Horizon Investments, LLC 0.04% Add +34.8% 6,025 $2.9M
NewEdge Wealth, LLC 0.04% Reduce -10.7% 5,895 $2.9M
Greenleaf Trust 0.03% Reduce -1.2% 5,950 $2.8M
Chou Associates Management Inc. 1.35% No change 5,899 $2.8M
Burney Co./ 0.09% Add +2.1% 5,882 $2.8M
Keebeck Wealth Management 0.33% Reduce -0.7% 5,863 $2.8M
Allstate Corp. 0.06% New 5,832 $2.8M
Applied Capital LLC 1.98% No change 5,807 $2.8M
Prana Capital Management, LP 0.09% Reduce -92.9% 5,774 $2.8M
United Capital Financial Advisors, LLC 0.02% Reduce -37.4% 5,727 $2.7M
Leonteq Securities AG 0.14% Add +24.2% 5,673 $2.7M
Transcend Capital Advisors, LLC 0.19% Add +0.8% 5,663 $2.7M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -7.5% 5,649 $2.7M
Webster Bank, N. A. 0.26% Add +1.4% 5,625 $2.7M
Lazard Asset Management LLC 0.00% Add +66.8% 5,624 $2.7M
Caprock Group, LLC 0.07% — 5,212 $2.7M
Empirical Finance, LLC 0.13% Add +1.0% 5,576 $2.7M
Value Partners Investments Inc. 0.21% Reduce -0.1% 5,495 $2.6M
Clearstead Advisors, LLC 0.04% Add +0.2% 5,483 $2.6M
Williams Jones Wealth Management, LLC. 0.03% Add +2.5% 5,483 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +20.0% 5,470 $2.6M
Ascent Wealth Partners, LLC 0.30% Add +40.0% 5,469 $2.6M
TD Waterhouse Canada Inc. 0.02% Add +0.3% 5,423 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -20.4% 5,442 $2.6M
Crewe Advisors LLC 0.25% Reduce -10.0% 5,420 $2.6M
Apollon Wealth Management, LLC 0.05% Add +3.7% 5,377 $2.6M
Bell Asset Management Ltd 0.70% Reduce -23.7% 5,368 $2.6M
Walleye Capital LLC 0.02% Add +66.1% 5,361 $2.6M
LMCG Investments, LLC 0.15% Add +3.7% 5,314 $2.5M
Callan Family Office, LLC 0.08% Reduce -43.1% 5,288 $2.5M
Choreo, LLC 0.03% Add +20.3% 5,231 $2.5M
Ostrum Asset Management 0.11% Reduce -8.3% 5,199 $2.5M
MAI Capital Management 0.02% Add +61.0% 5,185 $2.5M
D.A. Davidson & Co. 0.02% Add +3.7% 5,164 $2.5M
Rehmann Capital Advisory Group 0.13% Reduce -32.4% 5,164 $2.4M
Kirtland Hills Capital Management, LLC 0.95% Add +3.0% 5,061 $2.4M
Naples Global Advisors, LLC 0.19% No change 5,042 $2.4M
Lord, Abbett & Co. LLC 0.01% Add +2.0% 5,014 $2.4M
Cwm, LLC 0.01% Add +0.4% 5,002 $2.4M
Headlands Technologies LLC 0.19% New 4,965 $2.4M
Blue Fin Capital, Inc. 0.37% Reduce -2.1% 4,961 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.4% 4,916 $2.3M
Quadrant Capital Group LLC 0.08% Add +0.4% 4,899 $2.3M
Exchange Traded Concepts, LLC 0.02% Add +53.7% 4,879 $2.3M
Arete Wealth Advisors, LLC 0.14% Reduce -3.0% 4,775 $2.3M
Citizens Financial Group Inc. 0.03% Add +25.6% 4,773 $2.3M
Wilmington Savings Fund Society, FSB 0.05% Reduce -9.7% 4,771 $2.3M
S-Bank Fund Management Ltd 0.30% Reduce -1.3% 4,727 $2.3M
Guggenheim Capital LLC 0.02% Reduce -2.9% 4,713 $2.2M
Vestcor Inc 0.07% Add +38.3% 4,698 $2.2M
Kerusso Capital Management LLC 1.38% Reduce -5.4% 4,697 $2.2M
Saturna Capital Corp. 0.03% Reduce -6.7% 4,681 $2.2M
Signaturefd, LLC 0.03% Add +2.5% 4,621 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 4,601 $2.2M
Summit Trail Advisors, LLC 0.03% Add +32.2% 4,589 $2.2M
Beacon Pointe Advisors, LLC 0.02% Add +103.1% 4,549 $2.2M
Rossmore Private Capital 0.23% No change 4,501 $2.1M
Meeder Advisory Services, Inc. 0.10% Add +0.5% 4,492 $2.1M
TFR Capital, LLC. 0.70% Add +1.7% 4,393 $2.1M
Coldstream Capital Management Inc. 0.03% Add +15.6% 4,384 $2.1M
IMS Capital Management 0.96% Add +1.5% 4,361 $2.1M
HWG Holdings LP 0.53% Add +0.4% 4,348 $2.1M
Parallel Advisors, LLC 0.04% Reduce -0.1% 4,343 $2.1M
Vanderbilt University 0.34% Reduce -30.6% 4,338 $2.1M
Lecap Asset Management Ltd. 0.72% New 4,327 $2.1M
Blue Edge Capital, LLC 0.29% Reduce -5.2% 4,219 $2.0M
HighPoint Advisor Group LLC 0.10% Add +6.9% 4,214 $2.0M
Point72 Hong Kong Ltd 0.09% New 4,175 $2.0M
Mufg Securities Americas Inc. 0.13% Add +21.4% 4,161 $2.0M
Rodgers Brothers Inc. 0.24% Add +0.1% 4,158 $2.0M
Aigen Investment Management, LP 0.31% New 4,144 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -4.8% 4,091 $1.9M
Tower Research Capital LLC (TRC) 0.05% Add +34.9% 4,088 $1.9M
Essex Bank 0.44% Reduce -0.5% 4,086 $1.9M
Cinctive Capital Management LP 0.10% New 4,060 $1.9M
Rakuten Investment Management, Inc. 0.01% — 13,818 $1.9M
Angeles Wealth Management, LLC 0.12% Reduce -1.7% 4,007 $1.9M
Rockline Wealth Management, LLC 0.39% Add +19.4% 3,995 $1.9M
Texas Yale Capital Corp. 0.06% No change 3,944 $1.9M
Kornitzer Capital Management Inc. 0.04% No change 3,895 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.5% 3,894 $1.9M
IFP Advisors, Inc 0.05% Add +1.1% 3,867 $1.8M
Advisory Services Network, LLC 0.03% Add +2.6% 3,855 $1.8M
Private Advisor Group, LLC 0.01% Reduce -11.8% 3,797 $1.8M
Raiffeisen Bank International AG 0.02% Add +10.7% 3,704 $1.8M
Ellsworth Advisors, LLC 0.38% Add +8.3% 3,713 $1.8M
Aft, Forsyth & Sober, LLC 0.55% No change 3,725 $1.8M
Ferguson Wellman Capital Management, Inc. 0.03% No change 3,723 $1.8M
Capital Investment Advisors, LLC 0.03% Add +6.0% 3,692 $1.8M
Long Road Investment Counsel, LLC 0.62% No change 3,679 $1.8M
Marshall Financial Group, LLC 0.34% Add +1.5% 3,622 $1.7M
Virtus Investment Advisers, LLC 0.49% New 3,612 $1.7M
Park Avenue Securities LLC 0.01% Reduce -4.2% 3,603 $1.7M
Advisors Asset Management, Inc. 0.03% Add +145.7% 3,595 $1.7M
Vise Technologies, Inc. 0.06% Reduce -7.1% 3,587 $1.7M
Venturi Wealth Management, LLC 0.08% Add +149.0% 3,563 $1.7M
Shilanski & Associates, Inc. 0.45% Add +2.3% 3,549 $1.7M
Westerkirk Capital Inc. 0.19% No change 3,540 $1.7M
Knollwood Investment Advisory, LLC 0.15% Reduce -1.8% 3,497 $1.7M
GeoWealth Management, LLC 0.06% Reduce -2.8% 3,485 $1.7M
Moloney Securities Asset Management, LLC 0.20% Reduce -9.0% 3,481 $1.7M
CreativeOne Wealth, LLC 0.04% Reduce -37.0% 3,448 $1.6M
Hantz Financial Services, Inc. 0.02% Reduce -14.4% 3,430 $1.6M
NewEdge Advisors, LLC 0.01% Add +133.2% 3,423 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.0% 3,416 $1.6M
Concurrent Investment Advisors, LLC 0.03% Reduce -0.2% 3,412 $1.6M
Sciencast Management LP 0.30% Reduce -58.5% 3,411 $1.6M
Pilgrim Partners Asia Pte Ltd 0.72% — 3,410 $1.6M
Praxis Investment Management Inc. 0.10% No change 3,375 $1.6M
Great Lakes Retirement, Inc. 0.17% Add +2.2% 3,360 $1.6M
Gateway Investment Advisers LLC 0.02% Add +7.9% 3,354 $1.6M
Bokf, NA 0.02% Reduce -8.7% 3,351 $1.6M
Mystic Asset Management, Inc. 0.36% No change 3,348 $1.6M
HM Payson & Co. 0.02% No change 3,326 $1.6M
DRW Securities, LLC 0.08% Add +106.0% 3,324 $1.6M
Monte Financial Group, LLC 0.58% Add +0.4% 3,315 $1.6M
GC Wealth Management RIA, LLC 0.05% Add +51.5% 3,313 $1.6M
Round Hill Asset Management 1.03% No change 3,299 $1.6M
General Partner, Inc. 0.86% Reduce -4.3% 3,295 $1.6M
Bridgefront Capital, LLC 0.46% New 3,259 $1.6M
Brooklyn Investment Group 0.21% Reduce -1.7% 3,138 $1.5M
Qsemble Capital Management, LP 0.15% New 3,198 $1.5M
Principal Securities, Inc. 0.02% Add +6.2% 3,178 $1.5M
Atom Investors LP 0.11% Reduce -50.3% 3,137 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +13.2% 3,111 $1.5M
Ironwood Investment Counsel, LLC 0.22% No change 3,108 $1.5M
Savant Capital, LLC 0.01% Reduce -2.5% 3,107 $1.5M
Harbor Capital Advisors, Inc. 0.11% Add +2.6% 3,096 $1.5M
Cornercap Investment Counsel Inc. 0.73% Reduce -1.6% 3,076 $1.5M
Ballast Advisors LLC 0.40% Add +2.9% 3,060 $1.5M
Smartleaf Asset Management LLC 0.09% Add +31.5% 3,011 $1.4M
Equitable Trust Co. 0.07% No change 3,034 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -0.0% 3,030 $1.4M
Cypress Capital Group 0.17% Reduce -0.8% 3,029 $1.4M
CWA Asset Management Group, LLC 0.05% Add +2.8% 3,017 $1.4M
Tiptree Advisors, LLC 0.89% Add +50.0% 3,000 $1.4M
Frank, Rimerman Advisors LLC 0.09% Reduce -2.6% 2,959 $1.4M
GAMMA Investing LLC 0.08% Add +21.1% 2,954 $1.4M
MUFG Securities EMEA plc 0.04% Add +547.6% 2,953 $1.4M
Sunbelt Securities, Inc. 0.10% Add +2715.5% 2,900 $1.4M
HHLR Advisors, LTD. 0.03% Add +16.6% 2,888 $1.4M
Plato Investment Management Ltd 0.09% No change 2,892 $1.4M
Accretive Wealth Partners, LLC 0.41% Add +2.2% 2,813 $1.3M
Eventide Asset Management, LLC 0.02% Add +28.3% 2,785 $1.3M
Independent Advisor Alliance 0.03% Reduce -7.5% 2,795 $1.3M
Hills Bank & Trust Co 0.08% Reduce -6.9% 2,789 $1.3M
Fisher Asset Management 0.00% Add +28.2% 2,784 $1.3M
Evermay Wealth Management LLC 0.15% No change 2,742 $1.3M
CENTRAL TRUST Co 0.03% Reduce -2.9% 2,678 $1.3M
Washington Trust Advisors, Inc. 0.10% Add +4.7% 2,676 $1.3M
Baader Bank Aktiengesellschaft 0.10% Add +6.1% 2,751 $1.3M
MASTERINVEST Kapitalanlage GmbH 0.12% Add +32.1% 2,628 $1.3M
Stance Capital LLC 0.46% Reduce -3.9% 2,623 $1.2M
Harris Associates (Oakmark Funds) 0.00% Reduce -10.8% 2,600 $1.2M
Key Financial Inc 0.23% No change 2,570 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -0.3% 2,584 $1.2M
Walleye Trading LLC 0.02% Add +4958.8% 2,580 $1.2M
SummitTX Capital, L.P. 0.05% Reduce -55.3% 2,576 $1.2M
Wedmont Private Capital 0.05% Add +5.2% 2,508 $1.2M
Smithfield Trust Co 0.05% No change 2,542 $1.2M
Anchor Investment Management, LLC 0.10% No change 2,538 $1.2M
Advisory Alpha, LLC 0.03% Add +18.2% 2,504 $1.2M
Bahl & Gaynor LLC 0.01% No change 2,516 $1.2M
AlphaQuest LLC 0.08% Add +185.4% 2,506 $1.2M
Cresset Asset Management, LLC 0.01% Add +2.1% 2,504 $1.2M
NorthRock Partners, LLC 0.02% Add +22.7% 2,494 $1.2M
Heritage Family Offices, LLP 0.55% Add +0.2% 2,485 $1.2M
LVW Advisors, LLC 0.12% Reduce -0.7% 2,444 $1.2M
Avanda Investment Management Pte. Ltd. 0.90% No change 2,400 $1.1M
Genus Capital Management Inc. 0.13% Reduce -5.9% 2,388 $1.1M
Redmond Asset Management, LLC 0.28% Reduce -3.9% 2,385 $1.1M
Impax Asset Management Group plc 0.01% No change 2,380 $1.1M
Capital Analysts, LLC 0.03% Reduce -0.4% 2,375 $1.1M
Smart Money Group LLC 0.33% Add +3.3% 2,326 $1.1M
Applied Finance Capital Management, LLC 0.08% Reduce -16.5% 2,313 $1.1M
Westbourne Investment Advisors, Inc. 0.30% Reduce -4.2% 2,286 $1.1M
Benin Management CORP 0.26% No change 2,283 $1.1M
Syon Capital LLC 0.06% Add +5.4% 2,277 $1.1M
Summit Financial, LLC 0.02% Add +3.0% 2,276 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.0% 2,270 $1.1M
Okabena Investment Services Inc. 0.21% Reduce -41.5% 2,253 $1.1M
Rwa Wealth Partners, LLC 0.01% No change 2,240 $1.1M
Promethium Advisors,llc 0.61% No change 2,223 $1.1M
Evergreen Capital Management LLC 0.03% Add +7.8% 2,221 $1.1M
Farther Finance Advisors, LLC 0.02% Add +25.7% 2,199 $1.0M
AlTi Global, Inc. 0.02% Add +0.7% 2,179 $1.0M
Highview Capital Management LLC 0.38% New 2,156 $1.0M
Triangle Securities Wealth Management 0.23% Reduce -0.6% 2,155 $1.0M
Stableford Capital II LLC 0.37% Add +0.3% 2,132 $1.0M
Profund Advisors LLC 0.03% Add +8.3% 2,126 $1.0M
Two Sigma Securities, LLC 0.15% Add +109.7% 2,103 $1.0M
Maple Capital Management, Inc. 0.07% Reduce -2.3% 2,102 $1.0M
Lawson Kroeker Investment Management Inc. 0.18% No change 2,070 $986K
Bellwether Advisors, LLC 0.16% Add +17016.7% 2,054 $979K
Waldron Private Wealth LLC 0.04% Reduce -1.9% 2,049 $976K
Sentry LLC 0.24% No change 2,042 $973K
Circle Wealth Management, LLC 0.02% Add +44.1% 2,033 $969K
Riversedge Advisors, LLC 0.16% Add +0.7% 2,031 $968K
Choate Investment Advisors 0.02% Add +2.0% 2,029 $967K
Picton Mahoney Asset Management 0.01% Reduce -19.3% 2,025 $965K
AE Wealth Management LLC 0.01% Add +5.9% 2,020 $963K
Qtron Investments LLC 0.12% Reduce -40.2% 2,018 $962K
Enhancing Capital LLC 0.70% No change 2,000 $953K
KG Capital Management 0.26% Add +9.3% 1,987 $947K
Brookstone Capital Management 0.01% Reduce -3.2% 1,985 $946K
Hilltop Holdings Inc. 0.05% Reduce -0.5% 1,970 $939K
Campbell & CO Investment Adviser LLC 0.07% Reduce -68.2% 1,955 $932K
Verdence Capital Advisors LLC 0.05% Add +1.8% 1,874 $928K
Novem Group 0.11% Add +3.4% 1,938 $924K
Guardian Capital LP 0.03% Reduce -5.2% 1,936 $922K
Assetmark, Inc. 0.00% Reduce -51.2% 1,916 $913K
Walter & Keenan Wealth Management LLC /in/ 0.25% Reduce -0.2% 1,896 $903K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -5.0% 1,881 $902K
Mattson Financial Services, LLC 0.21% New 1,885 $898K
Whittier Trust Co. 0.01% Add +3.0% 1,851 $898K
Valeo Financial Advisors, LLC 0.02% Add +1.3% 1,876 $894K
Fishman Jay A Ltd. 0.08% No change 1,875 $893K
Reynders McVeigh Capital Management, LLC 0.04% Add +1.2% 1,865 $889K
Asset Management Group, Inc. 0.15% No change 1,862 $887K
Spinnaker Trust 0.05% No change 1,840 $877K
BAM Wealth Management, LLC 0.67% — 1,828 $871K
Legato Capital Management LLC 0.09% No change 1,822 $868K
Dearborn Partners LLC 0.04% Add +3.1% 1,807 $861K
Integrated Wealth Concepts LLC 0.01% Add +0.5% 1,801 $858K
GKV Capital Management Co., Inc. 0.34% No change 1,800 $858K
Trust Asset Management LLC 0.06% No change 1,796 $856K
Cornerstone Planning Group LLC 0.14% Add +0.2% 1,782 $853K
CHICAGO TRUST Co NA 0.12% No change 1,768 $842K
OneDigital Investment Advisors LLC 0.01% Add +32.4% 1,764 $840K
Mgo One Seven LLC 0.02% Add +71.4% 1,755 $836K
Point72 (DIFC) Ltd 0.06% New 1,748 $833K
Aviso Financial Inc. 0.03% Add +1.2% 1,745 $831K
Diversify Advisory Services, LLC 0.03% Reduce -26.8% 1,707 $830K
High Net Worth Advisory Group LLC 0.20% No change 1,740 $829K
Institute for Wealth Management, LLC. 0.09% Reduce -4.6% 1,731 $825K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.5% 1,730 $824K
Landscape Capital Management, L.L.C. 0.05% Reduce -41.1% 1,721 $820K
Cynosure Group, LLC 0.09% Reduce -61.2% 1,720 $820K
Fiduciary Family Office, LLC 0.23% Add +8.2% 1,712 $816K
Simplicity Wealth,LLC 0.05% Reduce -57.8% 1,702 $811K
Patriot Investment Management Group, Inc. 0.05% No change 1,689 $805K
Davidson Trust Co. 0.33% Add +2.0% 1,674 $798K
Kenora Financial, LLC 0.27% Add +13.6% 1,670 $796K
Aptus Capital Advisors, LLC 0.01% Add +0.6% 1,644 $783K
Curi Capital, LLC 0.01% Reduce -0.2% 1,639 $781K
International Assets Investment Management, LLC 0.06% Reduce -0.1% 1,553 $780K
iSAM Funds (UK) Ltd 0.16% New 1,637 $780K
Ashton Thomas Securities, LLC 0.11% Add +3.1% 1,635 $778K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.1% 1,625 $774K
PFG Advisors 0.03% Add +28.0% 1,622 $773K
Personal Cfo Solutions, LLC 0.14% Reduce -2.0% 1,619 $772K
Lineweaver Wealth Advisors, LLC 0.11% No change 1,602 $763K
Blue Trust, Inc. 0.01% Add +87.0% 1,591 $758K
Dimension Capital Management LLC 0.11% No change 1,586 $756K
Global Endowment Management, LP 0.09% Reduce -2.5% 1,585 $755K
Argent Trust Co 0.03% Reduce -2.4% 1,578 $752K
Dodge & Cox 0.00% No change 1,566 $746K
Mattern Capital Management, LLC 0.09% Add +23.4% 1,565 $746K
Castle Rock Wealth Management, LLC 0.16% Add +0.2% 1,552 $745K
Resurgent Financial Advisors LLC 0.37% Reduce -16.0% 1,558 $742K
Sowell Financial Services LLC 0.03% Add +0.3% 1,552 $739K
Scientech Research LLC 0.26% New 1,548 $738K
Crestmont Private Wealth LLC 0.24% Add +10.8% 1,545 $736K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.9% 1,538 $733K
Cigna Investments Inc. 0.10% Reduce -1.4% 1,510 $720K
Ascent Group, LLC 0.03% Reduce -19.9% 1,506 $718K
Borer Denton & Associates, Inc. 0.24% No change 1,505 $717K
Evercore Wealth Management, LLC 0.01% No change 1,504 $717K
Mutual Advisors, LLC 0.02% Add +7.5% 1,484 $711K
Sepio Capital, LP 0.04% Reduce -43.0% 1,483 $707K
Fifth Third Wealth Advisors LLC 0.03% Reduce -2.3% 1,481 $706K
Brave Asset Management Inc. 0.17% No change 1,463 $697K
Hilltop National Bank 0.17% No change 1,456 $694K
Certuity, LLC 0.05% Add +106.1% 1,447 $689K
Aaron Wealth Advisors LLC 0.04% Add +16.3% 1,447 $689K
J.W. Cole Advisors, Inc. 0.01% Add +4.3% 1,441 $687K
Fortis Capital Management LLC 0.10% Reduce -2.9% 1,435 $684K
Seeds Investor LLC 0.14% Reduce -0.1% 1,435 $684K
Westpac Banking Corp. 0.04% Add +2.1% 1,428 $680K
Allworth Financial LP 0.00% Add +10.0% 1,415 $674K
Azzad Asset Management Inc. 0.07% Add +0.1% 1,411 $672K
Opes Wealth Management LLC 0.12% No change 1,410 $672K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.7% 1,406 $670K
Argyle Capital Management, LLC 0.23% No change 1,400 $667K
Sienna Gestion 0.05% No change 1,514 $658K
Patton Albertson Miller Group, LLC 0.08% Reduce -7.3% 1,375 $655K
VestGen Advisors, LLC 0.02% Add +23.3% 1,353 $645K
Global X Japan Co., Ltd. 0.06% Add +5508.3% 1,346 $641K
Promus Capital, LLC 0.40% Add +2.2% 1,327 $632K
Panagora Asset Management Inc. 0.00% Reduce -17.8% 1,325 $631K
Prosperity Consulting Group, LLC 0.03% Add +2.4% 1,321 $629K
Alyeska Investment Group, L.P. 0.00% New 1,310 $624K
Compound Planning, Inc. 0.02% Add +4.8% 1,309 $624K
Stamos Capital Partners, L.P. 0.12% Reduce -22.0% 1,307 $623K
DDD Partners, LLC 0.04% No change 1,299 $619K
DeDora Capital, Inc. 0.15% Reduce -0.1% 1,295 $617K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,280 $610K
Haverford Trust Co 0.01% Reduce -7.0% 1,271 $606K
Machina Capital S.A.S. 0.11% Reduce -15.2% 1,270 $605K
Andina Capital Management, LLC 0.34% Add +2.2% 1,264 $602K
United Financial Planning Group LLC 0.38% — 1,263 $602K
Palisades Hudson Asset Management, L.P. 0.22% No change 1,258 $599K
Inceptionr LLC 0.14% Add +7.0% 1,249 $595K
Gardner Lewis Asset Management L P 0.16% Add +207.9% 1,247 $594K
First Horizon Corp. 0.03% — 1,241 $591K
Avidian Wealth Enterprises, LLC 0.02% Add +24.9% 1,229 $585K
Mayfair Advisory Group, LLC 0.25% Add +0.1% 1,228 $585K
CX Institutional 0.02% Reduce -1.1% 1,221 $582K
Cross Staff Investments Inc 0.40% Add +4.3% 1,212 $577K
Empirical Asset Management, LLC 0.16% Reduce -35.0% 1,212 $577K
Polymer Capital Management (US) LLC 0.08% Reduce -29.9% 1,211 $577K
Bar Harbor Wealth Management 0.03% No change 1,210 $577K
Dorsey & Whitney Trust CO LLC 0.03% Add +5.0% 1,202 $573K
CTC Alternative Strategies, Ltd. 0.92% New 1,200 $572K
Levin Capital Strategies, L.P. 0.05% New 1,200 $572K
Fayez Sarofim & Co 0.00% No change 1,200 $572K
Accurate Wealth Management, LLC 0.08% Add +25.2% 1,173 $564K
Ellevest, Inc. 0.08% Reduce -19.3% 1,185 $564K
Addison Advisors LLC 0.13% Reduce -12.8% 1,178 $561K
Legacy Wealth Asset Management, LLC 0.14% New 1,176 $560K
Spirepoint Private Client, LLC 0.06% Reduce -3.6% 1,174 $559K
Empower Advisory Group, LLC 0.00% Reduce -2.0% 1,174 $559K
Synovus Financial Corp. 0.01% No change 1,173 $559K
BlueSpruce Investments, LP 0.01% No change 1,162 $554K
111 Capital 0.10% New 1,160 $553K
Silvercrest Asset Management Group LLC 0.00% No change 1,159 $552K
PDS Planning, Inc 0.04% Add +4.0% 1,157 $551K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -3.7% 1,155 $550K
Trust Co. of Vermont 0.02% Add +0.8% 1,154 $550K
Fidelis Capital Partners, LLC 0.04% Add +5.4% 1,147 $547K
Checchi Capital Advisers, LLC 0.04% Reduce -13.4% 1,145 $546K
Legacy Private Trust Co. 0.03% Reduce -0.4% 1,145 $546K
SVB Wealth LLC 0.03% Reduce -2.2% 1,143 $545K
BSW Wealth Partners 0.07% Add +4.4% 1,142 $544K
Edgestream Partners, L.P. 0.02% Reduce -83.5% 1,132 $539K
Meridian Wealth Management, LLC 0.02% Add +16.6% 1,118 $533K
Abacus Planning Group, Inc. 0.07% No change 1,112 $530K
Krilogy Financial LLC 0.02% New 1,086 $528K
Park Edge Advisors, LLC 0.12% Reduce -7.1% 1,105 $527K
Chronos Wealth Management, LLC 0.26% Reduce -12.0% 1,100 $524K
Wilkins Investment Counsel Inc. 0.07% No change 1,100 $524K
Bridgewater Advisors Inc. 0.04% Add +3.2% 1,085 $523K
Cache Advisors, LLC 0.09% No change 1,096 $522K
Mather Group, Llc. 0.01% Reduce -1.3% 1,093 $521K
Stevens Capital Management LP 0.07% New 1,071 $510K
Kathmere Capital Management, LLC 0.04% Add +65.9% 1,065 $508K
Moneta Group Investment Advisors LLC 0.00% Add +10.5% 1,061 $506K
Carnegie Investment Counsel 0.01% No change 1,061 $506K
Howland Capital Management LLC 0.02% No change 1,053 $502K
Stratos Wealth Advisors, LLC 0.02% No change 1,042 $496K
White Pine Capital LLC 0.14% Add +0.9% 1,041 $496K
Savvy Advisors, Inc. 0.02% Add +8.1% 1,033 $492K
SkyView Investment Advisors, LLC 0.06% Reduce -8.0% 1,033 $492K
Kesler, Norman & Wride, LLC 0.10% Reduce -49.1% 1,038 $492K
Beese Fulmer Investment Management, Inc. 0.03% No change 1,030 $491K
Howard Capital Management, LLC 0.01% Add +3.0% 1,027 $489K
Broadleaf Partners, LLC 0.10% No change 1,020 $486K
FineMark National Bank & Trust 0.02% Reduce -1.9% 1,013 $483K
Everhart Financial Group, Inc. 0.05% Add +1.0% 1,008 $480K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.9% 996 $478K
Capital Advisors, Ltd. LLC 0.05% No change 1,004 $478K
Investment Management Corp. /Va/ 0.41% Add +2.2% 1,002 $477K
Texas Bank & Trust Co 0.18% No change 1,000 $476K
Quintet Private Bank (Europe) S.A. 0.03% No change 1,000 $476K
Aprio Wealth Management, LLC 0.05% Add +1.6% 999 $476K
VestGen Investment Management 0.28% Add +3.6% 995 $474K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -0.3% 990 $472K
Cornerstone Advisory, LLC 0.05% Reduce -15.4% 986 $470K
GTS Securities LLC 0.02% Add +66.0% 986 $470K
Penobscot Investment Management Company, Inc. 0.04% No change 985 $469K
Spectrum Asset Management, Inc. (NB/CA) 0.16% New 984 $469K
Lanark Financial, Inc. 0.04% Reduce -5.7% 982 $468K
Mission Wealth Management, LP 0.01% Reduce -0.2% 979 $467K
Legacy Financial Advisors, Inc. 0.06% Reduce -0.2% 975 $465K
RFG Advisory, LLC 0.01% Reduce -1.7% 969 $462K
Matrix Trust Co 0.07% Add +41.6% 966 $460K
Shearwater Capital LLC 0.27% No change 964 $459K
Correct Capital Wealth Management 0.08% No change 964 $459K
Fulton Bank, N.A. 0.02% Reduce -25.3% 964 $459K
Groupe la Francaise 0.01% Add +3.3% 960 $457K
EverSource Wealth Advisors, LLC 0.02% Reduce -0.6% 959 $457K
Baxter Bros Inc. 0.05% Reduce -1.0% 949 $452K
Hutner Capital Management Inc. 0.19% No change 945 $450K
West Family Investments, Inc. 0.10% Add +0.6% 945 $450K
Crestwood Advisors Group, LLC 0.01% Add +16.3% 943 $449K
Eisler Capital Management Ltd. 0.01% Reduce -97.7% 933 $445K
Pettee Investors, Inc. 0.24% No change 924 $440K
Brevan Howard Capital Management LP 0.01% Add +17.6% 921 $439K
Twin Peaks Wealth Advisors, LLC 0.15% Reduce -0.7% 920 $439K
Baker Ellis Asset Management LLC 0.05% New 919 $438K
Pallas Capital Advisors LLC 0.02% Add +1.1% 916 $437K
Financial Consulate, Inc. 0.06% New 916 $436K
Kathleen S. Wright Associates Inc. 0.16% No change 900 $435K
Abn Amro Investment Solutions 0.01% No change 909 $433K
Clifford Swan Investment Counsel LLC 0.01% Add +0.4% 908 $433K
Optimize Financial Inc. 0.22% Add +14.7% 904 $431K
George Kaiser Family Foundation 0.06% No change 904 $431K
Prescott Group Capital Management, L.L.C. 0.05% No change 904 $431K
Flputnam Investment Management Co. 0.01% Add +3.1% 892 $425K
Avestar Capital, LLC 0.03% Add +40.0% 889 $424K
Sunflower Bank, N.A. 0.10% No change 887 $423K
Brown Financial Advisors 0.16% New 884 $421K
Turtle Creek Wealth Advisors, LLC 0.04% Add +111.3% 879 $419K
Cozad Asset Management Inc. 0.03% Reduce -5.4% 870 $415K
Penserra Capital Management LLC 0.00% Add +1.1% 865 $412K
Kera Capital Partners, Inc. 0.06% No change 861 $410K
Tributary Capital Management, LLC 0.04% Reduce -3.9% 855 $407K
Bradley Foster & Sargent Inc. 0.01% No change 855 $407K
4J Wealth Management LLC 0.24% No change 852 $406K
Great Valley Advisor Group, Inc. 0.01% No change 847 $404K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +8.4% 839 $400K
Shelton Capital Management 0.01% Reduce -2.6% 838 $399K
Pinnacle Associates Ltd. 0.01% Reduce -11.3% 838 $399K
Ashton Thomas Private Wealth, LLC 0.01% Add +4.3% 832 $396K
Western Wealth Management, LLC 0.02% Reduce -2.3% 827 $394K
Zions Bancorporation, National Association 0.02% Add +130.2% 824 $393K
Auto-Owners Insurance Co 0.01% Reduce -11.8% 823 $392K
American National Bank & Trust 0.04% No change 818 $390K
Elevation Point Wealth Partners, LLC 0.03% Add +115.9% 814 $388K
Values Added Financial LLC 0.17% Add +1.2% 814 $388K
McGlone Suttner Wealth Management, Inc. 0.05% Add +1.6% 811 $387K
Alta Advisers Ltd 0.12% No change 811 $386K
Woodmont Investment Counsel LLC 0.03% Add +0.6% 810 $386K
Forum Financial Management, LP 0.01% Add +21.1% 810 $386K
Clarius Group, LLC 0.02% Reduce -41.0% 806 $384K
Kingsview Wealth Management, LLC 0.01% Add +3.6% 804 $383K
Grey Ledge Advisors, LLC 0.09% No change 797 $380K
Castleview Partners, LLC 0.21% Reduce -6.3% 795 $379K
Waverly Advisors, LLC 0.00% Reduce -21.9% 788 $375K
Premier Path Wealth Partners, LLC 0.05% Add +5.8% 787 $375K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.1% 781 $372K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -11.0% 777 $370K
Heritage Trust Co 0.04% No change 775 $369K
McLean Asset Management Corp 0.08% No change 762 $368K
Copley Financial Group, Inc. 0.25% New 762 $363K
Independence Bank of Kentucky 0.05% No change 758 $361K
Balboa Wealth Partners 0.06% Add +2.5% 742 $354K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +33.5% 742 $354K
Silvia McColl Wealth Management, LLC 0.24% No change 742 $354K
LBP Am SA 0.00% New 734 $350K
Guyasuta Investment Advisors Inc. 0.02% No change 733 $349K
Legacy Advisors, LLC 0.04% — 730 $348K
FourThought Financial Partners, LLC 0.03% Add +0.3% 723 $344K
J2 Capital Management Inc 0.26% Add +1.0% 720 $343K
Carson Advisory Inc. 0.19% No change 720 $343K
Boltwood Capital Management 0.09% Reduce -2.0% 720 $343K
TrinityBridge Ltd 0.01% Reduce -4.0% 720 $343K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.4% 719 $343K
Cyndeo Wealth Partners, LLC 0.02% Add +0.1% 718 $342K
Foundations Investment Advisors, LLC 0.01% Add +59.6% 718 $342K
Capital Group Private Client Services, Inc. 0.01% No change 715 $341K
Conning Inc. 0.01% Reduce -32.5% 714 $340K
Outlook Wealth Advisors, LLC 0.08% Reduce -17.2% 713 $340K
HCR Wealth Advisors 0.04% No change 702 $338K
L2 Asset Management, LLC 0.05% Add +4.3% 710 $338K
Plotkin Financial Advisors, LLC 0.17% No change 702 $334K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.13% No change 700 $334K
Keel Point, LLC 0.02% Add +0.3% 696 $332K
Brighton Jones LLC 0.01% Add +33.5% 693 $330K
Fiduciary Financial Group, LLC 0.05% Add +3.4% 693 $330K
Great Lakes Advisors, LLC 0.00% Reduce -0.3% 693 $330K
Wulff, Hansen & Co. 0.28% Add +10.4% 690 $329K
Rice Hall James & Associates, LLC 0.02% Reduce -0.3% 689 $328K
Gryphon Financial Partners LLC 0.04% Reduce -10.4% 688 $328K
Salem Investment Counselors Inc. 0.01% No change 687 $327K
Quotient Wealth Partners, LLC 0.01% Add +0.1% 685 $326K
Harvest Fund Management Co., Ltd 0.01% Reduce -39.7% 678 $323K
Atala Financial Inc 0.20% No change 677 $323K
Pitcairn Co. 0.03% Reduce -16.9% 676 $322K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.6% 673 $321K
Boston Family Office LLC 0.02% Reduce -3.6% 671 $320K
D.B. Root & Company, LLC 0.08% Reduce -27.2% 671 $320K
Global Retirement Partners, LLC 0.01% Add +14.3% 671 $320K
SG Americas Securities, LLC 0.00% Reduce -94.7% 665 $317K
Cape Ann Savings Bank 0.17% New 660 $314K
Childress Capital Advisors, LLC 0.06% Add +2.3% 659 $314K
Baldwin Wealth Partners LLC 0.02% No change 657 $313K
Rothschild Investment LLC 0.02% Reduce -7.3% 648 $309K
Cypress Asset Management Inc. 0.07% Reduce -0.6% 647 $308K
Saybrook Capital 0.08% No change 643 $306K
Delta Investment Management, LLC 0.05% Reduce -8.3% 640 $305K
Dunhill Financial, LLC 0.10% Add +0.2% 639 $304K
Flagship Harbor Advisors, LLC 0.01% Reduce -0.2% 632 $301K
EWG Elevate Inc. 0.09% Add +0.5% 626 $298K
Birch Hill Investment Advisors LLC 0.01% No change 620 $295K
Twin Lakes Capital Management, LLC 0.14% No change 620 $295K
Wedbush Securities Inc. 0.01% Reduce -0.6% 618 $295K
Peapack Gladstone Financial Corp. 0.00% Add +34.5% 620 $295K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 619 $295K
Magnus Financial Group LLC 0.02% No change 613 $292K
Net Worth Advisory Group 0.08% Reduce -1.9% 610 $290K
Baron Wealth Management LLC 0.10% Add +0.5% 606 $289K
Endowment Wealth Management, Inc. 0.13% Reduce -1.1% 606 $289K
Morris Financial Concepts, Inc. 0.10% No change 605 $288K
Counterpoint Mutual Funds LLC 0.02% New 601 $286K
Resolute Wealth Strategies, LLC 0.13% No change 600 $286K
EagleClaw Capital Managment, LLC 0.04% No change 600 $286K
Pathway Financial Advisors LLC 0.04% No change 600 $286K
Caldwell Trust Co 0.03% No change 600 $286K
First National Bank & Trust Co. of Newtown 0.05% No change 600 $286K
Claret Asset Management Corp 0.03% Add +2.4% 595 $283K
Fenimore Asset Management Inc 0.01% No change 592 $282K
Jump Financial, LLC 0.00% New 592 $282K
Little House Capital LLC 0.06% No change 591 $282K
Highland Capital Management, LLC 0.01% Reduce -23.7% 590 $281K
Panoramic Capital Partners, LLC 0.18% Add +0.3% 588 $280K
Ted Buchan & Co 0.11% Reduce -38.5% 587 $280K
Integrated Advisors Network LLC 0.01% Reduce -2.7% 586 $279K
Stephens Inc. 0.00% Reduce -12.3% 585 $279K
Marex Group Ltd 0.00% New 581 $277K
Sax Wealth Advisors, LLC 0.01% Add +1.8% 581 $277K
Journey Strategic Wealth LLC 0.01% Reduce -5.1% 581 $277K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $276K
OLIO Financial Planning 0.08% Reduce -21.4% 574 $274K
Tyche Wealth Partners LLC 0.05% Reduce -0.9% 573 $273K
Atlanta Consulting Group Advisors, LLC 0.07% No change 573 $273K
Legacy Capital Group California, Inc. 0.07% Add +4.6% 572 $273K
SBI Securities Co., Ltd. 0.01% Reduce -19.9% 571 $272K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.7% 566 $270K
Parkside Financial Bank & Trust 0.02% Add +8.7% 562 $268K
World Investment Advisors 0.01% Add +39.8% 559 $266K
Busey Bank 0.01% Add +0.5% 557 $265K
Larson Financial Group LLC 0.01% Add +40.5% 555 $265K
Fielder Capital Group LLC 0.06% Reduce -39.8% 555 $265K
A4 Wealth Advisors LLC 0.22% — 555 $264K
Moneco Advisors, LLC 0.02% Add +12.1% 555 $264K
Howe & Rusling Inc. 0.02% Reduce -13.2% 555 $264K
D'Orazio & Associates, Inc. 0.03% Add +9.8% 551 $263K
Regent Peak Wealth Advisors LLC 0.05% — 551 $263K
Cooper Financial Group 0.03% Add +30.1% 549 $262K
Baker Tilly Wealth Management, LLC 0.06% Add +2.4% 549 $262K
Catalyst Financial Partners LLC 0.03% Add +3.0% 549 $262K
HUB Investment Partners, LLC 0.01% New 541 $258K
Sivia Capital Partners, LLC 0.07% Add +0.8% 537 $256K
Prosperity Wealth Management, Inc. 0.09% Add +0.4% 535 $255K
CMH Wealth Management LLC 0.05% No change 533 $254K
Sharkey, Howes & Javer 0.03% No change 533 $254K
Principle Wealth Partners LLC 0.01% No change 531 $253K
Harbour Investments, Inc. 0.01% Add +0.9% 530 $253K
Reliant Investment Management, LLC 0.10% No change 528 $252K
von Borstel & Associates, Inc. 0.04% New 516 $250K
Abel Hall, LLC 0.10% Add +1.2% 524 $250K
CVA Family Office, LLC 0.03% Add +4.0% 524 $250K
Fox Run Management, L.L.C. 0.04% New 519 $247K
Arkadios Wealth Advisors 0.01% Reduce -46.6% 515 $245K
Wick Capital Partners, LLC 0.06% Reduce -65.9% 515 $245K
Wayfinding Financial, LLC 0.11% Add +0.4% 512 $244K
Patton Fund Management, Inc. 0.04% Reduce -86.2% 512 $244K
TCI Wealth Advisors, Inc. 0.01% Add +1.6% 512 $244K
Essex Financial Services, Inc. 0.01% Reduce -13.3% 510 $243K
Hancock Whitney Corp. 0.00% Reduce -1.2% 508 $242K
Victory Financial Group, LLC 0.03% Reduce -0.6% 506 $242K
Alpha Cubed Investments, LLC 0.01% No change 506 $241K
Valmark Advisers, Inc. 0.00% Add +0.6% 506 $241K
Simmons Bank 0.02% Reduce -13.5% 501 $239K
Ewa, LLC 0.07% Add +4.4% 501 $239K
Peck Wealth Management, LLC 0.23% — 500 $238K
Cherokee Insurance Co 0.10% Reduce -23.1% 500 $238K
Garrison Point Advisors, LLC 0.10% No change 500 $238K
Everpar Advisors LLC 0.09% Reduce -16.1% 500 $238K
Burke & Herbert Bank & Trust Co. 0.05% No change 500 $238K
WINTON GROUP Ltd 0.01% New 499 $238K
Burns Matteson Capital Management, LLC 0.10% No change 497 $237K
Archer Investment Corp 0.05% Add +2823.5% 497 $237K
Manchester Capital Management LLC 0.03% Reduce -46.3% 495 $236K
Advisors Capital Management, LLC 0.00% Add +12.9% 491 $234K
New Republic Capital, LLC 0.07% Add +2.3% 490 $233K
Lion Street Advisors, LLC 0.08% Reduce -12.1% 576 $233K
Florida Trust Wealth Management Co 0.01% No change 481 $229K
William Howard & Co Financial Advisors Inc 0.19% No change 475 $226K
Klingman & Associates, LLC 0.01% Add +4.0% 471 $224K
Brave Warrior Advisors 0.01% No change 471 $224K
Allen Capital Group, LLC 0.02% Reduce -8.0% 470 $224K
Resonant Capital Advisors, LLC 0.01% Reduce -4.1% 468 $223K
AMG National Trust Bank 0.01% Reduce -12.8% 468 $223K
Versant Capital Management, Inc 0.03% Add +2.7% 463 $221K
Ignite Planners, LLC 0.04% Add +6.5% 462 $220K
Human Investing LLC 0.03% Add +0.2% 462 $220K
Quent Capital, LLC 0.02% Add +3.6% 459 $219K
Prospera Financial Services Inc 0.00% Reduce -84.2% 455 $217K
B. Riley Wealth Advisors, Inc. 0.01% New 455 $217K
Tocqueville Asset Management L.P. 0.00% Add +1.1% 455 $217K
NBT Bank, N.A. 0.01% Add +92.7% 921 $216K
Trust Point Inc. 0.02% New 451 $215K
Chesapeake Wealth Management 0.07% No change 450 $214K
Cornerstone Wealth Group, LLC 0.01% Add +3.0% 448 $214K
Koshinski Asset Management, Inc. 0.02% New 447 $213K
Capstone Investment Advisors, LLC 0.00% New 446 $213K
Grove Bank & Trust 0.02% No change 444 $212K
Level Four Advisory Services, LLC 0.01% Reduce -9.2% 443 $211K
Advyzon Investment Management, LLC 0.04% Add +8.3% 443 $211K
Main Street Financial Solutions, LLC 0.01% New 443 $211K
Shum Financial Group, Inc. 0.16% — 443 $211K
Facet Wealth, Inc. 0.00% No change 438 $209K
Ipswich Investment Management Co., Inc. 0.05% No change 435 $207K
Diametric Capital, LP 0.08% New 434 $207K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $207K
Invictus Private Wealth, LLC 0.01% Reduce -0.9% 430 $205K
Stratos Wealth Partners, LTD. 0.00% New 429 $205K
CYBER HORNET ETFs LLC 0.13% Add +4.4% 429 $204K
Gilbert & Cook, Inc. 0.03% Add +0.5% 428 $204K
Norden Group LLC 0.02% New 422 $201K
IFC Advisors LLC 0.04% Reduce -8.7% 422 $201K
Crews Bank & Trust 0.03% No change 421 $201K
Rossby Financial, LCC 0.07% Add +0.7% 416 $200K
Arlington Trust Co LLC 0.04% No change 415 $198K
TD Private Client Wealth LLC 0.00% Add +10.1% 402 $192K
Group One Trading LLC 0.01% Reduce -37.1% 401 $191K
Birchbrook, Inc. 0.10% No change 400 $191K
Atwood & Palmer Inc. 0.01% No change 400 $191K
Atlantic Union Bankshares Corp 0.00% Add +128.7% 398 $189K
Sentry Investment Management LLC 0.12% Reduce -24.2% 382 $187K
Cary Street Partners Financial LLC 0.00% Reduce -5.1% 351 $167K
Cromwell Holdings LLC 0.09% No change 343 $163K
Cary Street Partners Investment Advisory LLC 0.07% Add +6.2% 328 $156K
Point72 Europe (London) LLP 0.01% Reduce -96.7% 309 $147K
CoreCap Advisors, LLC 0.01% Reduce -0.3% 309 $147K
Meeder Asset Management Inc. 0.01% Add +151.7% 302 $144K
Berbice Capital Management LLC 0.09% No change 300 $143K
Eastern Bank 0.00% No change 295 $141K
WPG Advisers, LLC 0.11% Reduce -0.3% 286 $136K
JNBA Financial Advisors 0.01% No change 275 $131K
AdvisorNet Financial, Inc 0.01% No change 273 $130K
Summit Securities Group LLC 0.04% Add +155.8% 266 $127K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 261 $124K
SouthState Bank Corp 0.01% Reduce -22.2% 260 $124K
State of Wyoming 0.01% Add +97.7% 259 $123K
Wealthspire Advisors, LLC 0.00% New 257 $123K
Your Advocates Ltd., LLP 0.04% No change 253 $121K
Private Trust Co. NA 0.01% Reduce -13.6% 248 $118K
Sound Income Strategies, LLC 0.01% No change 237 $117K
North Star Investment Management Corp. 0.01% No change 240 $114K
New Age Alpha Advisors, LLC 0.00% No change 232 $111K
Cheviot Value Management, LLC 0.01% No change 220 $108K
Ofi Invest Asset Management 0.00% Add +19.5% 264 $107K
St Germain D J Co. Inc. 0.00% No change 224 $107K
Strive Asset Management, LLC 0.06% New 218 $104K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 210 $100K
BSN CAPITAL PARTNERS Ltd 0.01% No change 208 $100K
Mb, Levis & Associates, LLC 0.04% No change 200 $95K
Resources Management Corp. /CT/ 0.01% No change 200 $95K
2UniFi Bank 0.05% Reduce -2.0% 195 $93K
Deseret Mutual Benefit Administrators 0.04% No change 194 $92K
Itau Unibanco Holding S.A. 0.00% Reduce -2.0% 192 $91K
Evergreen Private Wealth LLC 0.04% Reduce -6.0% 189 $90K
Islay Capital Management, LLC 0.05% No change 183 $87K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +5.2% 183 $87K
Coston, McIsaac & Partners 0.02% No change 181 $86K
Maj Invest Holding A/S 0.00% No change 180 $86K
Root Financial Partners, LLC 0.01% New 179 $85K
TFC Financial Management, Inc. 0.01% No change 177 $84K
Geneos Wealth Management Inc. 0.00% Reduce -73.5% 174 $83K
Evelyn Partners Investment Management LLP 0.00% No change 170 $81K
Hemington Wealth Management 0.01% Add +1.2% 168 $80K
Silvant Capital Management LLC 0.00% No change 157 $75K
REAP Financial Group, LLC 0.02% Add +10.6% 157 $75K
Princeton Global Asset Management LLC 0.01% No change 154 $73K
Vision Financial Markets LLC 0.06% No change 143 $68K
Center for Financial Planning, Inc. 0.01% Reduce -13.3% 137 $65K
Bell Investment Advisors, Inc 0.01% Add +0.8% 135 $64K
Raleigh Capital Management Inc. 0.02% Add +11.3% 128 $61K
Generali Investments, Management Co LLC 0.01% No change 128 $61K
Binnacle Investments Inc 0.04% No change 126 $60K
Plante Moran Financial Advisors, LLC 0.00% Add +0.8% 126 $60K
Farmers & Merchants Investments Inc. 0.00% No change 120 $57K
Advantage Trust Co 0.02% No change 114 $54K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.9% 113 $53K
JPL Wealth Management, LLC 0.01% New 111 $53K
Sachetta, LLC 0.02% Add +8.9% 110 $52K
Activest Wealth Management 0.01% Add +6.8% 110 $52K
Physician Wealth Advisors, Inc. 0.01% Add +2.8% 110 $52K
Geo Capital Gestora de Recursos Ltd 0.10% Reduce -4.3% 110 $52K
Motco 0.00% No change 109 $52K
Solstein Capital, LLC 0.02% No change 107 $51K
Westfuller Advisors, LLC 0.02% New 107 $51K
City State Bank 0.01% No change 106 $51K
Private Wealth Asset Management, LLC 0.01% No change 106 $51K
Ancora Advisors LLC 0.00% No change 105 $50K
Darwin Wealth Management, LLC 0.02% No change 100 $48K
Lavaca Capital LLC 0.01% No change 100 $48K
MV Capital Management, Inc. 0.00% No change 100 $48K
Rise Advisors, LLC 0.02% Add +3.2% 96 $46K
Albion Financial Group 0.00% No change 95 $45K
Maryland Capital Advisors Inc. 0.02% No change 94 $45K
McIlrath & Eck, LLC 0.00% Add +347.6% 94 $45K
Asset Planning,Inc 0.03% Add +1.1% 89 $42K
Covestor Ltd 0.02% Reduce -37.0% 87 $42K
Central Pacific Bank - Trust Division 0.00% No change 80 $38K
Salomon & Ludwin, LLC 0.00% New 78 $38K
Essential Partners LLC 0.01% Add +9.7% 79 $38K
ORG Partners LLC 0.01% Add +15.2% 76 $36K
GW&K Investment Management, LLC 0.00% Add +10.1% 76 $36K
JFS Wealth Advisors, LLC 0.00% No change 70 $33K
Wealth Watch Advisors, INC 0.01% New 68 $32K
Heartwood Wealth Advisors LLC 0.00% New 65 $31K
Caitong International Asset Management Co., Ltd 0.02% New 64 $30K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 61 $29K
Bogart Wealth, LLC 0.00% Add +5.4% 59 $28K
Caitlin John, LLC 0.02% New 57 $27K
Clearstead Trust, LLC 0.00% No change 54 $26K
Financial Management Professionals, Inc. 0.00% Reduce -1.8% 54 $26K
Virtus Advisers, LLC 0.01% Reduce -95.1% 53 $25K
Fortitude Family Office, LLC 0.01% Add +4.1% 51 $24K
Rational Advisors, Inc. 0.00% Reduce -29.2% 51 $24K
Turning Point Benefit Group, Inc. 0.01% New 49 $24K
Aspect Partners, LLC 0.01% Add +6.5% 49 $23K
True Wealth Design, LLC 0.01% No change 47 $22K
Asset Dedication, LLC 0.00% No change 47 $22K
Rexford Capital Inc. 0.02% Reduce -8.0% 46 $22K
Truvestments Capital LLC 0.00% Add +650.0% 45 $21K
Oakworth Capital, Inc. 0.00% No change 45 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 43 $20K
Simplex Trading, LLC 0.00% New 43 $20K
KERR FINANCIAL PLANNING Corp 0.03% — 40 $19K
Westside Investment Management, Inc. 0.00% Add +100.0% 40 $19K
Perkins Coie Trust Co 0.00% No change 40 $19K
Private Wealth Management Group, LLC 0.01% No change 39 $19K
Bares Capital Management, Inc. 0.00% No change 34 $16K
Avion Wealth 0.00% Add +2.9% 35 $16K
Howard Hughes Medical Institute 0.01% No change 33 $16K
Horizon Financial Services, LLC 0.01% Add +312.5% 33 $16K
Guerra Advisors Inc 0.01% New 33 $16K
Raffa Wealth Management, LLC 0.00% Add +14.3% 32 $15K
Avalon Trust Co 0.00% Add +24.0% 31 $15K
Spire Wealth Management 0.00% Reduce -66.7% 31 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $13K
CBIZ Investment Advisory Services, LLC 0.00% Add +27.3% 28 $13K
United Community Bank 0.00% Add +22.7% 27 $13K
Abound Wealth Management 0.00% No change 26 $13K
Rialto Wealth Management, LLC 0.00% Add +4.0% 26 $12K
Rosenberg Matthew Hamilton 0.00% No change 26 $12K
Park Place Capital Corp 0.00% No change 26 $12K
Legacy Bridge, LLC 0.01% No change 25 $12K
Kings Path Partners LLC 0.00% No change 25 $12K
Global Wealth Strategies & Associates 0.00% No change 25 $12K
LRI Investments, LLC 0.00% Reduce -71.1% 24 $11K
IMG Wealth Management, Inc. 0.01% No change 23 $11K
Dogwood Wealth Management LLC 0.01% Add +4.5% 23 $11K
Bare Financial Services, Inc 0.00% Add +4.5% 23 $11K
Glen Eagle Advisors, LLC 0.00% Add +64.3% 23 $11K
Logan Capital Management Inc. 0.00% No change 23 $11K
Clark Wealth Partners 0.01% No change 21 $11K
Hurley Capital, LLC 0.01% No change 20 $10K
Marquette Asset Management, LLC 0.00% New 19 $9K
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 +5.9% 18 $9K
Creative Financial Designs Inc. 0.00% Add +5.9% 18 $8K
Highline Wealth Partners LLC 0.00% No change 17 $8K
Ameritas Advisory Services, LLC 0.00% Reduce -90.2% 17 $8K
Frazier Financial Advisors, LLC 0.00% No change 16 $8K
First Pacific Financial 0.00% No change 16 $8K
Hughes Financial Services, LLC 0.00% Add +7.1% 15 $7K
Murphy & Mullick Capital Management Corp 0.01% No change 14 $7K
Colonial Trust Co / SC 0.00% No change 14 $7K
PFS Partners, LLC 0.00% No change 13 $6K
Kilter Group LLC 0.00% Reduce -7.1% 13 $6K
Rakuten Securities, Inc. 0.00% Reduce -31.6% 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 13 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $6K
Cloud Capital Management, LLC 0.00% New 14 $6K
Tobam 0.00% Add +20.0% 12 $6K
Nova Wealth Management, Inc. 0.00% Reduce -20.0% 12 $6K
Elevation Wealth Partners, LLC 0.00% New 11 $5K
HighMark Wealth Management LLC 0.00% Reduce -15.4% 11 $5K
High Note Wealth, LLC 0.00% Add +10.0% 11 $5K
Nemes Rush Group LLC 0.00% No change 11 $5K
Grey Fox Wealth Advisors, LLC 0.00% New 10 $5K
Tortoise Investment Management, LLC 0.00% Add +100.0% 10 $5K
Pacific Center for Financial Services 0.00% No change 9 $4K
Prestige Wealth Management Group LLC 0.00% No change 9 $4K
Bruce G. Allen Investments, LLC 0.00% No change 9 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 9 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 9 $4K
Valley National Advisers Inc. 0.00% Add +200.0% 9 $4K
Valued Wealth Advisors LLC 0.00% No change 8 $4K
Principia Wealth Advisory, LLC 0.00% Add +60.0% 8 $4K
MPWM Advisory Solutions, LLC 0.00% No change 8 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 8 $4K
Halbert Hargrove Global Advisors, LLC 0.00% New 8 $4K
Altshuler Shaham Ltd 0.00% Reduce -11.1% 8 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +14.3% 8 $4K
Corsicana & Co. 0.00% — 7 $3K
Signature Resources Capital Management, LLC 0.00% No change 6 $3K
American Capital Advisory, LLC 0.00% No change 6 $3K
Nvwm, 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
Winnacle Wealth LLC 0.00% New 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
SJS Investment Consulting Inc. 0.00% No change 5 $2K
Longfellow Investment Management Co. LLC 0.00% No change 5 $2K
North Capital, Inc. 0.00% New 4 $2K
Core Alternative Capital 0.00% No change 4 $2K
Montag A & Associates Inc. 0.00% Reduce -40.0% 3 $1K
TD Capital Management LLC 0.00% No change 3 $1K
Kimelman & Baird, LLC 0.00% No change 3 $1K
HFM Investment Advisors, LLC 0.00% No change 3 $1K
Aventura Private Wealth, LLC 0.00% No change 3 $1K
BankPlus Trust Department 0.00% No change 3 $1K
Cedar Mountain Advisors, LLC 0.00% New 3 $1K
WestEnd Advisors, LLC 0.00% No change 3 $1K
Winthrop Capital Management, LLC 0.00% No change 3 $1K
Financial Network Wealth Advisors LLC 0.00% No change 2 $953
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $953
Davis Capital Management 0.00% — 2 $953
Seneschal Advisors, LLC 0.00% New 2 $953
Texas Capital Bancshares Inc 0.00% New 2 $953
Anfield Capital Management, LLC 0.00% New 2 $953
Quaker Wealth Management, LLC 0.00% Reduce -50.0% 2 $953
Stone House Investment Management, LLC 0.00% New 2 $953
Golden State Wealth Management, LLC 0.00% No change 2 $953
Country Trust Bank 0.00% New 2 $953
Heritage Wealth Advisors 0.00% No change 2 $953
Strengthening Families & Communities, LLC 0.00% New 2 $952
DecisionPoint Financial, LLC 0.00% No change 1 $480
Breakwater Investment Management 0.00% New 1 $477
West Branch Capital LLC 0.00% No change 1 $477
Palisade Asset Management, LLC 0.00% New 1 $477
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $476
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 1 $476
GPS Wealth Strategies Group, LLC 0.00% No change 1 $476
IMA Advisory Services, Inc. 0.00% No change 1 $476
Y.D. More Investments Ltd 0.00% Reduce -12.7% 124 $179

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