Moody'sMCO

13F holders, Q4 2025 (December 31)
1,426holders +88
128new positions
88sold out
20famous investors
$510.51avg. 13F price*

At the end of Q4 2025, 1,426 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 88 from Q3 2025. 128 opened new positions and 88 sold out. The largest holders were Berkshire Hathaway ($12.6B), Vanguard Group Inc. ($7.8B) and BlackRock, Inc. ($7.2B). 20 famous investors held it, including Dev Kantesaria (15.3% of Valley Forge Capital Management's portfolio), Chris Hohn (12.7% of TCI Fund Management's portfolio) and Chuck Akre (9.7% of Akre Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions128$822.0M
Exits88$286.2M

All 13F filers, Q3 2025 → Q4 2025: 6,897,243 shares bought and 8,193,287 shares sold, net −1,296,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,426 holders

Berkshire Hathaway 4.60% No change 24,669,778 $12.6B
Vanguard Group Inc. 0.11% Add +0.7% 15,272,967 $7.8B
BlackRock, Inc. 0.12% Reduce -4.3% 14,029,797 $7.2B
TCI Fund Management 12.67% No change 13,308,479 $6.8B
State Street Corp. 0.12% Reduce -0.1% 7,134,082 $3.6B
FMR LLC 0.14% Reduce -3.7% 5,476,294 $2.8B
Geode Capital Management, LLC 0.12% Add +1.1% 3,965,480 $2.0B
PineStone Asset Management Inc. 7.54% Add +4.9% 2,375,768 $1.2B
Fiera Capital Corp 3.84% Reduce -4.5% 2,371,939 $1.2B
Morgan Stanley 0.07% Add +2.7% 2,370,601 $1.2B
Bank of New York Mellon Corp 0.20% Reduce -4.8% 2,277,238 $1.2B
Norges Bank 0.12% — 2,147,599 $1.1B
Akre Capital Management 9.72% Reduce -18.1% 1,735,231 $886.4M
T. Rowe Price Associates Inc. 0.09% Add +73.5% 1,716,304 $876.8M
Northern Trust Corp. 0.11% Reduce -1.3% 1,685,201 $860.9M
Goldman Sachs Group Inc. 0.11% Reduce -6.6% 1,486,143 $759.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +1.5% 1,400,658 $715.5M
Valley Forge Capital Management 15.25% Add +0.2% 1,317,292 $672.9M
Massachusetts Financial Services Co. 0.22% Reduce -11.1% 1,310,605 $669.5M
Legal & General Group Plc 0.14% Reduce -16.9% 1,202,111 $614.1M
Barclays PLC 0.24% Add +20.2% 1,149,939 $587.4M
Windacre Partnership LLC 6.13% Reduce -4.0% 1,118,900 $571.6M
Rothschild & Co Wealth Management UK Ltd 8.98% Reduce -0.5% 1,117,251 $570.7M
Charles Schwab Investment Management Inc. 0.09% Add +2.0% 1,111,130 $567.6M
Invesco Ltd. 0.05% Add +1.3% 1,008,844 $515.4M
Longview Partners (Guernsey) LTD 5.16% Reduce -5.1% 966,467 $493.7M
Amundi 0.14% Add +19.8% 907,375 $463.5M
Ninety One UK Ltd 0.92% Reduce -2.1% 835,862 $427.0M
Dimensional Fund Advisors LP 0.09% Add +0.8% 823,852 $420.9M
Altarock Partners LP 8.16% Reduce -14.2% 814,503 $416.1M
Bank of America Corp. 0.03% Add +20.2% 792,749 $405.0M
Royal Bank of Canada 0.07% Add +11.2% 789,838 $403.5M
Egerton Capital (UK) LLP 4.29% New 773,409 $395.1M
Ako Capital LLP 5.73% Reduce -4.0% 736,568 $376.3M
Allen Investment Management, LLC 4.07% Reduce -1.2% 719,920 $367.8M
Nuveen, LLC 0.10% Add +1.0% 709,525 $362.5M
Deutsche Bank AG 0.12% Reduce -13.3% 701,008 $358.1M
Baillie Gifford & Co. 0.29% Reduce -7.0% 687,046 $351.0M
Janus Henderson Group PLC 0.15% Add +62.8% 675,076 $344.9M
Evergreen Quality Fund GP, Ltd. 6.80% No change 674,400 $344.5M
Stifel Financial Corp. 0.31% Reduce -5.0% 673,495 $344.1M
Neuberger Berman Group LLC 0.25% Reduce -3.4% 663,473 $338.9M
Principal Financial Group Inc. 0.16% Reduce -3.2% 627,123 $320.4M
Russell Investments Group, Ltd. 0.32% Reduce -13.9% 574,017 $293.4M
Schroder Investment Management Group 0.22% Add +13.2% 564,572 $288.4M
Marshfield Associates 5.05% Add +4.9% 563,557 $287.9M
Nordea Investment Management AB 0.24% Reduce -6.3% 552,736 $284.0M
National Pension Service 0.19% Add +38.7% 514,377 $262.8M
JPMorgan Chase & Co. 0.02% Reduce -52.1% 495,596 $253.2M
APG Asset Management N.V. 0.70% Add +148.5% 568,997 $247.5M
Local Pensions Partnership Investment Ltd 4.19% No change 465,868 $238.0M
Storebrand Asset Management As 0.62% Reduce -7.8% 455,541 $232.7M
HSBC Holdings PLC 0.13% Reduce -9.2% 451,710 $231.2M
Cantillon Capital Management LLC 1.23% Add +0.8% 445,400 $227.5M
TD Asset Management Inc 0.18% Reduce -28.5% 440,704 $225.1M
Voya Investment Management LLC 0.25% Add +0.8% 428,936 $219.1M
Canoe Financial LP 2.96% Add +3.3% 425,922 $217.6M
First Trust Advisors LP 0.16% Add +315.6% 417,782 $213.4M
UBS Group AG 0.04% Reduce -28.0% 414,028 $211.5M
Sarasin & Partners LLP 2.19% Reduce -3.4% 412,752 $210.9M
Envestnet Asset Management Inc. 0.06% Reduce -16.7% 402,958 $205.9M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -3.7% 364,487 $186.2M
DF Dent & Co. Inc. 2.59% Reduce -12.3% 351,928 $179.8M
Skye Global Management LP 3.58% Add +6.8% 346,500 $177.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +4.1% 330,018 $164.7M
Acadian Asset Management LLC 0.26% Reduce -28.6% 307,920 $157.3M
Rhumbline Advisers 0.13% Reduce -3.1% 306,522 $156.6M
Employees Provident Fund Board 1.13% Add +6.4% 300,000 $153.3M
Aviva PLC 0.26% Add +3.8% 299,729 $153.1M
Ameriprise Financial Inc. 0.03% Add +101.4% 296,093 $151.3M
Citadel Advisors 0.10% Reduce -66.5% 295,473 $150.9M
California Public Employees Retirement System 0.09% Reduce -1.3% 294,153 $150.3M
Point72 Asset Management 0.24% Reduce -16.3% 288,878 $147.6M
Newport Trust Company, LLC 0.34% Reduce -2.1% 277,462 $141.7M
National Bank of Canada 0.14% Add +24.2% 271,923 $138.9M
Qube Research & Technologies Ltd 0.20% Add +37.4% 270,786 $138.3M
BLS Capital Fondsmaeglerselskab A/S 4.68% Reduce -7.3% 270,049 $138.0M
Canada Pension Plan Investment Board 0.09% Reduce -5.9% 269,054 $137.4M
King Luther Capital Management Corp. 0.55% Add +1.4% 263,396 $134.6M
California State Teachers Retirement System 0.13% Reduce -2.3% 245,477 $125.4M
Caisse de depot et placement du Quebec 0.21% Add +175.8% 243,276 $124.3M
Holocene Advisors, LP 0.26% Reduce -14.9% 241,557 $123.4M
Manning & Napier Advisors LLC 1.60% Reduce -7.7% 238,629 $123.1M
HighTower Advisors, LLC 0.13% Reduce -3.8% 238,004 $121.6M
Bristol John W & Co. Inc. 1.83% Reduce -1.8% 233,042 $119.0M
Sei Investments Co. 0.12% Reduce -42.7% 230,129 $117.6M
Generation Investment Management LLP 0.80% Reduce -11.1% 225,909 $115.4M
Assenagon Asset Management S.A. 0.17% Add +28.3% 218,843 $111.8M
Congress Asset Management Co. 0.78% Reduce -1.9% 217,729 $111.2M
Markel Group 0.87% No change 213,890 $109.3M
Raymond James Financial Inc. 0.03% Reduce -5.5% 209,863 $107.9M
Chilton Investment Co. Inc. 2.25% Reduce -19.1% 211,023 $107.8M
Two Sigma Investments, LP 0.17% Reduce -35.5% 209,262 $106.9M
Franklin Resources Inc. 0.03% Reduce -26.9% 208,491 $106.5M
New York State Common Retirement Fund 0.14% Reduce -5.5% 198,358 $101.3M
BNP Paribas Financial Markets 0.06% Add +25.2% 190,915 $97.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% Reduce -6.4% 189,370 $96.8M
Mitsubishi UFJ Trust & Banking Corp 0.22% Add +9.4% 184,215 $94.1M
Ycg, LLC 6.98% Reduce -1.9% 181,005 $92.5M
PFA Pension, Forsikringsaktieselskab 0.25% — 168,551 $86.9M
Robeco Institutional Asset Management B.V. 0.12% Add +12.3% 168,023 $85.8M
Natixis Advisors, LLC 0.12% Reduce -0.8% 167,984 $85.8M
D. E. Shaw & Co. 0.07% Add +1704.5% 166,858 $85.2M
CI Investments Inc. 0.37% Add +27.0% 166,006 $84.8M
Alliancebernstein L.P. 0.03% Add +1.0% 162,696 $83.1M
Barr E S & Co. 4.30% Reduce -0.6% 161,854 $82.7M
GFI Investment Counsel Ltd. 8.63% Reduce -1.8% 158,415 $80.9M
Aberdeen Group plc 0.12% Add +0.1% 156,218 $79.8M
Bank of Montreal 0.03% Add +10.6% 156,214 $79.8M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +331.7% 155,865 $79.6M
Bristol Gate Capital Partners Inc. 4.57% Reduce -1.3% 154,981 $79.2M
Armstrong Henry H Associates Inc. 6.84% Reduce -3.0% 144,224 $73.7M
SG Americas Securities, LLC 0.10% Add +21222.1% 141,792 $72.4M
State Board of Administration of Florida Retirement System 0.13% Reduce -2.6% 141,608 $72.3M
PNC Financial Services Group, Inc. 0.04% Reduce -2.7% 138,079 $70.5M
Man Group plc 0.13% Add +48.6% 135,275 $69.1M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -1.1% 134,754 $68.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +71.5% 132,690 $67.8M
Scopus Asset Management, L.P. 1.88% New 132,500 $67.7M
Citigroup Inc. 0.05% Add +10.6% 130,785 $66.8M
CANADA LIFE ASSURANCE Co 0.11% Reduce -30.1% 127,547 $65.2M
KBC Group NV 0.15% Add +26.6% 127,589 $65.2M
LPL Financial LLC 0.02% Reduce -14.2% 127,536 $65.2M
Gillson Capital LP 4.26% Add +12.2% 127,508 $65.1M
Meridiem Capital Partners LP 4.02% Add +177.7% 125,516 $64.1M
New York State Teachers Retirement System 0.12% Add +0.1% 124,559 $63.6M
Lazard Freres Gestion S.A.S. 1.14% Add +10.8% 123,837 $63.3M
Rings Capital Management LLC 30.47% No change 120,000 $61.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.85% Add +37.4% 119,507 $61.1M
Caledonia Investments PLC 6.73% No change 118,800 $60.7M
Westfield Capital Management Co. LP 0.25% New 118,321 $60.4M
Schwartz Investment Counsel Inc. 2.11% No change 118,200 $60.4M
Square Wave Capital, LLC 13.74% Add +47.4% 115,700 $59.1M
Bowie Capital Management, LLC 2.43% Add +4.0% 115,507 $59.0M
Captrust Financial Advisors 0.11% Add +83.6% 114,304 $58.4M
Manufacturers Life Insurance Company, The 0.05% Add +23.8% 111,327 $57.0M
Pictet Asset Management Holding SA 0.05% Reduce -2.4% 106,448 $54.4M
Arrowstreet Capital, Limited Partnership 0.03% Add +363.5% 106,138 $54.2M
Baskin Financial Services Inc. 4.06% Reduce -0.9% 105,563 $53.9M
Toronto Dominion Bank 0.09% Reduce -2.0% 104,196 $53.2M
Korea Investment CORP 0.10% Add +11.1% 102,293 $52.3M
Danske Bank A/S 0.11% Add +9.9% 96,039 $49.1M
Teacher Retirement System of Texas 0.17% Add +45.1% 94,814 $48.4M
Ceredex Value Advisors LLC 1.44% Reduce -21.0% 93,883 $48.0M
1832 Asset Management L.P. 0.06% Add +6.8% 92,621 $47.3M
Credit Agricole S A 0.13% Add +6.3% 91,924 $47.0M
First Manhattan Co. Llc. 0.12% Reduce -3.0% 90,816 $46.4M
Cartenna Capital, LP 2.42% New 90,000 $46.0M
Bank of Nova Scotia 0.07% Add +10.8% 88,459 $45.2M
DekaBank Deutsche Girozentrale 0.08% No change 109,449 $44.9M
Mar Vista Investment Partners LLC 4.11% Reduce -4.4% 87,562 $44.7M
State of Wisconsin Investment Board 0.10% Reduce -8.1% 87,440 $44.7M
AEGON ASSET MANAGEMENT UK Plc 0.53% Reduce -14.5% 86,856 $44.4M
Flossbach Von Storch SE 0.17% Reduce -15.3% 86,217 $44.0M
J. Safra Sarasin Holding AG 0.70% Reduce -0.6% 84,042 $42.9M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -1.4% 84,008 $42.9M
Quantum Capital Management, LLC / NJ 4.96% Reduce -2.0% 83,871 $42.8M
Wells Fargo & Company 0.01% Reduce -23.0% 82,790 $42.3M
Wellington Management Group LLP 0.01% Reduce -4.3% 82,280 $42.0M
Ironvine Capital Partners, LLC 4.19% Reduce -0.4% 81,997 $41.9M
Summitry LLC 1.71% Add +2.4% 80,001 $40.9M
AQR Capital Management 0.02% Reduce -22.6% 79,638 $40.7M
Schonfeld Strategic Advisors LLC 0.20% Add +21.8% 79,258 $40.5M
Prudential Financial Inc. 0.05% Reduce -14.1% 78,039 $39.9M
KLP Kapitalforvaltning As 0.15% Reduce -1.5% 76,181 $38.9M
Public Employees Retirement System of Ohio 0.12% Reduce -1.1% 76,039 $38.8M
Quantinno Capital Management LP 0.08% Add +63.3% 74,986 $38.3M
NS Partners Ltd 1.49% Add +2.6% 74,641 $38.1M
Royal London Asset Management Ltd. 0.08% Reduce -0.9% 74,292 $38.0M
Asset Management One Co., Ltd. 0.10% Reduce -1.4% 72,774 $37.8M
Tidal Investments LLC 0.16% Add +20.0% 73,633 $37.6M
Banque Pictet & Cie SA 0.38% Reduce -10.5% 73,484 $37.5M
BI Asset Management Fondsmaeglerselskab A/S 0.33% Add +221.2% 73,043 $37.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -1.1% 70,517 $36.0M
Nisa Investment Advisors, LLC 0.12% Reduce -2.6% 69,127 $35.3M
Swedbank AB 0.03% Add +0.6% 68,878 $35.2M
Zacks Investment Management 0.27% Reduce -0.2% 67,727 $34.6M
Forsta Ap-Fonden 0.21% Add +7.9% 67,660 $34.6M
Freestone Grove Partners LP 0.24% Reduce -26.3% 65,874 $33.7M
Focus Partners Wealth 0.04% Add +25.9% 65,661 $33.5M
Ninety One North America, Inc. 1.36% Add +1.6% 65,473 $33.4M
Mackenzie Financial Corp. 0.04% Add +2.3% 64,877 $33.4M
Treasurer of the State of North Carolina 0.11% Reduce -6.8% 65,137 $33.3M
Coatue Management 0.08% New 64,260 $32.8M
Renaissance Group LLC 1.30% Reduce -4.2% 63,345 $32.4M
Mn Services Vermogensbeheer B.V. 0.20% Add +2.7% 62,920 $32.1M
Cullen/Frost Bankers, Inc. 0.35% Reduce -0.1% 61,763 $31.6M
Nomura Asset Management Co. Ltd. 0.08% Reduce -2.2% 61,316 $31.3M
BRX Global LP 29.87% No change 59,743 $30.5M
Public Sector Pension Investment Board 0.10% Add +76.7% 58,731 $30.0M
Cercano Management LLC 1.11% No change 57,368 $29.3M
State of Tennessee, Department of Treasury 0.09% Reduce -0.8% 56,480 $29.1M
Vancity Investment Management Ltd 3.89% Reduce -3.4% 56,035 $28.6M
State of New Jersey Common Pension Fund D 0.10% Reduce -1.8% 55,855 $28.5M
Agf Management Ltd. 0.12% Add +0.4% 55,829 $28.5M
Victory Capital Management Inc. 0.02% Reduce -1.9% 55,277 $28.2M
Norris Perne & French LLP 1.87% Reduce -2.4% 55,257 $28.2M
Perigon Wealth Management, LLC 0.51% Reduce -0.5% 55,256 $28.2M
Voloridge Investment Management, LLC 0.10% Add +204.0% 55,087 $28.1M
M&T Bank Corp 0.09% Reduce -1.5% 54,467 $27.8M
Handelsbanken Fonder AB 0.08% Add +0.7% 54,456 $27.8M
Hikari Power Ltd 2.13% No change 53,040 $27.1M
Mariner, LLC 0.03% Reduce -12.6% 51,870 $26.5M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Add +1.0% 51,715 $26.4M
Gabelli Funds LLC 0.18% Reduce -0.2% 51,648 $26.4M
Select Equity Group, L.P. 0.12% Reduce -2.2% 51,267 $26.2M
Resona Asset Management Co.,Ltd. 0.13% Reduce -3.4% 50,971 $26.1M
Mediolanum International Funds Ltd 0.26% Reduce -3.9% 50,547 $26.1M
CIBC Private Wealth Group LLC 0.04% Reduce -0.3% 50,570 $25.8M
UniSuper Management Pty Ltd 0.15% Reduce -0.1% 50,303 $25.7M
Ensign Peak Advisors, Inc 0.05% Reduce -6.0% 50,227 $25.7M
Welch & Forbes LLC 0.31% Add +0.3% 50,215 $25.7M
Titan Investment Solutions Ltd 3.08% — 50,015 $25.6M
Unio Capital LLC 4.71% New 49,054 $25.1M
Capitolis Liquid Global Markets LLC 0.15% Reduce -62.1% 49,000 $25.0M
Tudor Investment Corporation 0.14% New 48,783 $24.9M
Eurizon Capital SGR S.p.A. 0.08% — 48,209 $24.7M
Arbejdsmarkedets Tillaegspension 0.62% — 47,822 $24.4M
O'shaughnessy Asset Management, LLC 0.13% Add +9.0% 47,466 $24.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.22% — 47,298 $24.2M
Rafferty Asset Management, LLC 0.08% Reduce -8.8% 46,805 $23.9M
Corient Private Wealth LP 0.03% Reduce -35.5% 46,557 $23.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.20% Add +2.2% 46,763 $23.9M
Artemis Investment Management LLP 0.29% Reduce -2.0% 46,706 $23.9M
Comerica Bank 0.10% Reduce -3.7% 46,656 $23.8M
Campbell Newman Asset Management Inc. 1.74% Add +0.5% 46,589 $23.8M
Swiss Life Asset Management Ltd 0.12% Add +11.2% 46,517 $23.8M
Thrivent Financial for Lutherans 0.04% Add +0.5% 46,070 $23.5M
Walter Public Investments Inc. 4.12% Reduce -1.4% 45,573 $23.3M
Arizona State Retirement System 0.13% Reduce -4.0% 45,443 $23.2M
Fiduciary Group, LLC 1.94% Reduce -1.5% 45,248 $23.1M
Voleon Capital Management LP 0.50% Add +280.8% 45,087 $23.0M
Osaic Holdings, Inc. 0.03% Reduce -4.2% 44,647 $22.8M
MetLife Investment Management, LLC 0.11% Reduce -3.0% 44,309 $22.6M
11 Capital Partners LP 6.67% Add +6.6% 43,906 $22.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +112.6% 43,809 $22.4M
BLI - Banque de Luxembourg Investments 0.66% Reduce -17.7% 43,293 $22.3M
Walleye Capital LLC 0.13% Add +697.2% 42,738 $21.8M
Kestra Advisory Services, LLC 0.09% Reduce -2.6% 42,718 $21.8M
Adams Diversified Equity Fund, Inc. 0.72% Add +2.6% 42,600 $21.8M
Bank Pictet & Cie (Europe) AG 0.43% Reduce -18.2% 42,482 $21.7M
State of Michigan Retirement System 0.10% Reduce -4.7% 42,206 $21.6M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -3.9% 42,116 $21.5M
Bluegrass Capital Partners LP 12.82% Reduce -2.3% 42,000 $21.5M
Varma Mutual Pension Insurance Co 0.13% Add +7.4% 41,866 $21.4M
Xponance LLC 0.16% Add +3.7% 41,621 $21.3M
Czech National Bank 0.13% Add +3.2% 40,456 $20.7M
Cerity Partners LLC 0.03% Add +1.2% 40,325 $20.6M
CIBC Asset Management Inc 0.05% Add +59.0% 40,214 $20.5M
LBP Am SA 0.23% Add +5179.4% 38,751 $19.8M
Makena Capital Management LLC 2.36% Reduce -42.1% 38,598 $19.7M
Generate Investment Management Ltd 0.89% New 38,364 $19.6M
NorthCrest Asset Manangement, LLC 0.43% Add +1.1% 36,766 $19.4M
GHP Investment Advisors, Inc. 0.77% Reduce -0.6% 36,858 $18.8M
Pinebridge Investments LLC 0.14% — 36,636 $18.7M
Polar Asset Management Partners Inc. 0.48% Reduce -50.5% 36,516 $18.7M
Van Eck Associates Corp. 0.02% Add +11.4% 36,502 $18.6M
Baron Capital (BAMCO) 0.05% Reduce -0.9% 35,709 $18.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -3.7% 35,687 $18.2M
Creative Planning 0.01% Add +19.0% 35,341 $18.1M
STRS Ohio 0.07% Reduce -3.9% 35,227 $18.0M
Federation des caisses Desjardins du Quebec 0.07% Reduce -13.1% 34,179 $17.5M
Oxbow Advisors, LLC 1.55% Add +3.3% 34,053 $17.4M
Susquehanna International Group, LLP 0.02% Reduce -37.1% 33,891 $17.3M
Progressive Investment Management Corp 4.11% Reduce -0.6% 33,664 $17.2M
Brown Brothers Harriman & Co. 0.09% Add +17.2% 33,644 $17.2M
Fifth Third Bancorp 0.05% Add +0.2% 33,587 $17.2M
Cibc World Market Inc. 0.03% Add +126.2% 33,584 $17.2M
Amalgamated Bank 0.12% Reduce -8.1% 33,482 $17.1M
DNB Asset Management AS 0.06% Add +1.4% 33,340 $17.0M
Retirement Systems of Alabama 0.05% Reduce -0.8% 32,639 $16.7M
Cetera Investment Advisers 0.02% Reduce -13.4% 32,474 $16.6M
ProShare Advisors LLC 0.03% Add +4.5% 32,356 $16.5M
AE Wealth Management LLC 0.09% Add +1498.3% 32,286 $16.5M
American Century Companies Inc. 0.01% Add +20.2% 32,260 $16.5M
Brown Advisory Inc. 0.02% Reduce -90.4% 32,059 $16.4M
Allianz Asset Management GmbH 0.02% Reduce -63.6% 31,931 $16.3M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -1.5% 31,887 $16.3M
Hikari Tsushin, Inc. 1.05% No change 31,689 $16.2M
Macquarie Group Ltd. 0.07% Add +9.1% 31,689 $16.2M
Daiwa Securities Group Inc. 0.05% Add +8.9% 31,319 $16.0M
Janney Montgomery Scott LLC 0.04% Reduce -1.3% 31,010 $15.8M
Capital Fund Management S.A. 0.15% New 30,609 $15.6M
IFM Investors Pty Ltd 0.13% Reduce -0.9% 30,117 $15.4M
TRB Advisors LP 3.59% Add +200.0% 30,000 $15.3M
Ingalls & Snyder LLC 0.56% No change 29,969 $15.3M
Gotham Asset Management 0.05% Reduce -17.4% 29,322 $15.0M
Scotia Capital Inc. 0.06% Reduce -1.5% 29,263 $14.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +19.3% 27,547 $14.9M
Panagora Asset Management Inc. 0.05% Add +2093.5% 29,064 $14.8M
Donaldson Capital Management, LLC 0.47% Add +7.8% 29,006 $14.8M
Troy Asset Management Ltd 0.38% Reduce -4.8% 28,913 $14.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +22.9% 28,650 $14.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +10.4% 27,841 $14.2M
Cornerstone Advisors, LLC 0.47% No change 27,800 $14.2M
Vident Advisory, LLC 0.13% Add +1.4% 27,652 $14.1M
Squarepoint Ops LLC 0.03% Reduce -77.0% 27,253 $13.9M
Tokio Marine Asset Management Co. Ltd. 0.48% Add +6.4% 27,207 $13.9M
Aquamarine Capital (Aquamarine Zurich) 9.35% No change 27,000 $13.8M
Lansing Management LP 9.16% Add +16.0% 26,983 $13.8M
Candriam S.C.A. 0.07% Add +3.4% 26,892 $13.7M
Pelham Capital Ltd. 7.30% New 26,868 $13.7M
USS Investment Management Ltd 0.07% Add +0.2% 26,843 $13.7M
US Bancorp \de 0.02% Add +1.8% 26,499 $13.5M
Woodline Partners LP 0.05% Add +29.1% 26,325 $13.4M
Vanguard Personalized Indexing Management, LLC 0.13% Add +4.7% 26,124 $13.3M
Pathstone Holdings, LLC 0.05% Add +2.7% 25,766 $13.2M
Utah Retirement Systems 0.12% Reduce -0.1% 25,667 $13.1M
Zurich Insurance Group Ltd 0.09% New 25,463 $13.0M
Blair William & Co. 0.03% Reduce -0.9% 25,354 $13.0M
FIL Ltd 0.01% Add +8.8% 24,888 $12.7M
Elo Mutual Pension Insurance Co 0.19% Add +3.7% 24,346 $12.4M
Raub Brock Capital Management LP 2.76% Reduce -25.0% 24,235 $12.4M
Commonwealth Equity Services, LLC 0.02% Reduce -2.1% 24,222 $12.4M
Natixis 0.05% Add +2.3% 24,157 $12.3M
Winslow Capital Management, LLC 0.04% Reduce -96.7% 24,150 $12.3M
Oak Harvest Investment Services 1.34% New 23,982 $12.3M
Police & Firemen's Retirement System of New Jersey 0.10% Reduce -4.9% 23,872 $12.2M
Ethic Inc. 0.19% Reduce -3.7% 23,830 $12.2M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.17% — 23,030 $11.8M
New York Life Investment Management LLC 0.10% Reduce -1.1% 22,287 $11.4M
Liontrust Investment Partners LLP 0.17% Reduce -10.9% 22,230 $11.4M
Brasada Capital Management, LP 1.94% Reduce -6.9% 22,544 $11.3M
Pragma Gestao DE Patrimonio Ltd. 4.79% Reduce -32.9% 22,000 $11.2M
Evoke Wealth, LLC 0.22% Reduce -1.2% 21,909 $11.2M
Cibc World Markets Corp. 0.06% — 21,621 $11.0M
Mercer Global Advisors Inc. 0.02% Add +4.7% 21,410 $10.9M
Nissay Asset Management Corp. /Japan 0.06% Add +1.0% 20,915 $10.7M
Rakuten Investment Management, Inc. 0.04% Add +48.5% 20,524 $10.7M
Calamos Wealth Management LLC 0.37% Add +1.7% 20,696 $10.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +1.3% 20,627 $10.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.3% 20,619 $10.5M
Wealthfront Advisers LLC 0.02% Add +22.7% 20,469 $10.5M
NEOS Investment Management LLC 0.06% Add +11.1% 20,277 $10.4M
Hudson Bay Capital Management LP 0.06% Add +35.3% 20,157 $10.3M
Vontobel Holding Ltd. 0.03% Reduce -5.5% 20,103 $10.3M
MML Investors Services, LLC 0.03% Reduce -8.4% 20,055 $10.2M
Truist Financial Corp. 0.01% Reduce -5.4% 19,891 $10.2M
Firetrail Investments PTY Ltd. 3.32% Add +2.7% 19,732 $10.1M
Meritage Portfolio Management 0.67% New 19,679 $10.1M
Threadgill Financial, LLC 4.05% Reduce -0.5% 19,272 $9.8M
Oppenheimer Asset Management Inc. 0.12% Reduce -1.4% 19,243 $9.8M
Ninety One SA (Pty) Ltd 0.42% Add +1.6% 19,214 $9.8M
Alps Advisors Inc. 0.06% Reduce -0.4% 19,202 $9.8M
Strategic Global Advisors, LLC 1.47% Add +28.2% 18,625 $9.5M
LGT Fund Management Co Ltd. 0.75% No change 18,440 $9.5M
Morningstar Investment Management LLC 0.56% Reduce -0.3% 18,580 $9.5M
Loomis Sayles & Co. L P 0.01% Add +52.7% 18,006 $9.2M
Carderock Capital Management Inc. 2.17% Add +2.0% 17,568 $9.0M
OP Asset Management Ltd 0.11% Add +0.9% 17,568 $9.0M
Oregon Public Employees Retirement Fund 0.11% Reduce -0.6% 17,558 $9.0M
HRT Financial LP 0.03% Add +158.7% 17,478 $8.9M
Alphinity Investment Management Pty Ltd 0.09% Add +180.6% 17,464 $8.9M
Johnson Financial Group, Inc. 0.33% Reduce -18.0% 17,413 $8.9M
Marsico Capital Management LLC 0.24% No change 17,177 $8.8M
NatWest Group plc 2.02% Add +3.5% 17,017 $8.7M
Connecticut Wealth Management, LLC 0.37% Add +18.4% 16,810 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -5.5% 16,567 $8.6M
Mutual of America Capital Management LLC 0.09% Reduce -1.5% 16,475 $8.4M
Crown Oak Advisors, LLC 3.99% Reduce -1.3% 16,449 $8.4M
&partners 0.04% Add +22.7% 16,445 $8.4M
Americana Partners, LLC 0.23% Add +22.3% 16,443 $8.4M
Lido Advisors, LLC 0.03% Add +36.0% 16,936 $8.3M
Douglass Winthrop Advisors, LLC 0.15% Reduce -0.0% 16,299 $8.3M
Tower Bridge Advisors 0.84% Reduce -3.0% 16,191 $8.3M
Vega Investment Solutions 1.30% — 15,896 $8.2M
Ghe, LLC 2.71% Add +14.3% 16,000 $8.2M
Stanley Capital Management, LLC 1.35% No change 15,758 $8.0M
QRG Capital Management, Inc. 0.09% Add +17.0% 15,630 $8.0M
Generali Asset Management SPA SGR 0.16% Add +24.8% 15,575 $8.0M
Obion Capital Management LP 7.54% — 15,343 $7.8M
Blue Zone Wealth Advisors, LLC 1.49% Add +0.8% 15,293 $7.8M
AdvisorShares Investments LLC 1.30% Add +2.4% 15,280 $7.8M
Kintegral Advisory, LLC 0.66% Reduce -2.7% 15,271 $7.8M
State of Alaska, Department of Revenue 0.08% Reduce -9.7% 15,235 $7.8M
GAMCO Investors 0.07% Reduce -0.7% 15,119 $7.7M
Alyeska Investment Group, L.P. 0.02% Add +1042.1% 14,961 $7.6M
Oddo BHF Asset Management Sas 0.29% Add +28.8% 14,899 $7.6M
Pacer Advisors, Inc. 0.02% Add +16.5% 14,720 $7.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -0.7% 14,635 $7.5M
Moore Capital Management, LP 0.16% Add +46.7% 14,574 $7.4M
Crossmark Global Holdings, Inc. 0.11% Reduce -4.9% 14,384 $7.3M
BNP Paribas 0.21% Add +33.1% 14,330 $7.3M
East Coast Asset Management, LLC. 2.14% Reduce -0.9% 14,235 $7.3M
Park State Asset Management 4.82% Reduce -2.3% 14,077 $7.2M
HB Wealth Management, LLC 0.05% Add +2.9% 14,006 $7.2M
Seilern Investment Management Ltd 0.55% Reduce -5.6% 13,964 $7.1M
Illinois Municipal Retirement Fund 0.09% Reduce -14.4% 13,831 $7.1M
Beacon Investment Advisory Services, Inc. 0.29% Reduce -7.0% 13,721 $7.0M
Penbrook Management LLC 4.79% Reduce -0.4% 13,600 $6.9M
Keybank National Association 0.02% Add +10.7% 13,595 $6.9M
Jones Financial Companies LLLP 0.00% Add +7.0% 13,526 $6.9M
Rockefeller Capital Management L.P. 0.01% Add +10.0% 13,496 $6.9M
Metis Global Partners, LLC 0.16% Add +0.6% 13,355 $6.8M
ASR Vermogensbeheer N.V. 0.08% Reduce -0.7% 13,341 $6.8M
Jennison Associates LLC 0.00% Reduce -20.2% 13,335 $6.8M
Benjamin Edwards Inc. 0.07% Add +14.4% 13,100 $6.7M
Jane Street Group, LLC 0.01% Reduce -91.3% 13,043 $6.7M
Investment Management Corp of Ontario 0.09% Add +50.2% 13,022 $6.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.37% Reduce -2.8% 12,772 $6.5M
Susquehanna Fundamental Investments, LLC 0.22% New 12,618 $6.4M
K.J. Harrison & Partners Inc 0.85% No change 12,575 $6.4M
Intesa Sanpaolo Wealth Management 1.32% — 12,535 $6.4M
National Philanthropic Trust 0.06% No change 12,481 $6.4M
Yacktman Asset Management 0.09% No change 12,425 $6.3M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -18.8% 12,354 $6.3M
Fiduciary Alliance LLC 0.41% Reduce -2.8% 12,192 $6.2M
Teachers Retirement System of the State of Kentucky 0.05% No change 12,187 $6.2M
Midwest Professional Planners, LTD. 1.47% Add +1.4% 12,155 $6.2M
Bessemer Group Inc. 0.01% Reduce -9.2% 12,067 $6.2M
Dockside LLC 1.58% — 12,057 $6.2M
Boothbay Fund Management, LLC 0.16% New 12,020 $6.1M
Avanza Fonder AB 0.16% No change 12,014 $6.1M
Allstate Corp. 0.08% Add +105.6% 11,990 $6.1M
Roundview Capital LLC 0.38% Add +2.4% 11,981 $6.1M
Employees Retirement System of Texas 0.06% No change 11,900 $6.1M
XXEC, Inc. 6.05% Reduce -11.3% 11,850 $6.1M
Ballentine Partners, LLC 0.08% Reduce -2.0% 11,828 $6.0M
DRW Securities, LLC 0.46% Add +255.8% 11,826 $6.0M
Verition Fund Management LLC 0.03% Reduce -54.8% 11,589 $5.9M
Guggenheim Capital LLC 0.04% Add +145.5% 11,570 $5.9M
Banque Cantonale Vaudoise 0.21% Add +8.5% 11,534 $5.9M
Live Oak Private Wealth LLC 0.80% Reduce -1.1% 11,446 $5.8M
Laird Norton Wetherby Trust Company, LLC 0.12% New 11,433 $5.8M
Fogel Capital Management, Inc. 2.68% Add +1.8% 11,375 $5.8M
Federated Hermes, Inc. 0.01% Add +3.7% 11,289 $5.8M
Lincoln Capital LLC 1.04% Reduce -1.9% 11,288 $5.8M
Oppenheimer & Co. Inc. 0.08% Add +3.4% 11,276 $5.8M
Baird Financial Group, Inc. 0.01% Add +2.7% 11,091 $5.7M
Titan Global Capital Management USA LLC 0.81% Reduce -0.6% 11,076 $5.7M
Marks Group Wealth Management, Inc 0.54% Reduce -58.7% 10,989 $5.6M
Millennium Management 0.00% Reduce -73.0% 10,954 $5.6M
Worldquant Millennium Advisors LLC 0.02% New 10,890 $5.6M
Sterling Investment Management, LLC 3.15% Add +19.1% 10,869 $5.6M
Smith Salley Wealth Management 0.27% Add +0.0% 10,804 $5.5M
Mizuho Securities USA LLC 0.09% Reduce -0.6% 11,171 $5.5M
Glenmede Trust Co. NA 0.03% — 10,719 $5.5M
Castlefield Investment Partners LLP 4.22% — 10,707 $5.5M
Aquatic Capital Management LLC 0.15% Add +8.4% 10,589 $5.4M
Insight Wealth Strategies, LLC 0.61% Add +4.1% 10,475 $5.4M
Sterling Capital Management LLC 0.09% Add +56.7% 10,456 $5.3M
Kepler Cheuvreux (Suisse) SA 0.30% Reduce -11.2% 10,450 $5.3M
iA Global Asset Management Inc. 0.07% Add +52.7% 10,430 $5.3M
Taylor Hoffman Capital Management LLC 1.61% Add +0.0% 10,374 $5.3M
Cloverfields Capital Group, LP 1.64% Reduce -1.9% 10,351 $5.3M
Merit Financial Group, LLC 0.04% Add +1.9% 10,271 $5.2M
Allianz SE 0.07% No change 10,090 $5.2M
UMB Bank, n.a. 0.07% Add +8.8% 10,085 $5.2M
Central Bank & Trust Co. 0.79% Reduce -4.2% 9,941 $5.1M
Intech Investment Management LLC 0.05% Add +12.5% 9,929 $5.1M
Two Sigma Advisers, LP 0.01% Reduce -81.4% 9,880 $5.0M
Kentucky Retirement Systems 0.14% No change 9,760 $5.0M
Altrafin AG 1.59% Reduce -11.1% 9,606 $4.9M
Commerzbank Aktiengesellschaft 0.10% Reduce -4.3% 9,482 $4.8M
Osmosis Investment Management UK Ltd 0.12% — 9,432 $4.8M
Norinchukin Bank, The 0.06% Add +6.1% 9,355 $4.8M
Windmill Hill Asset Management Ltd 1.12% Reduce -1.6% 9,340 $4.8M
Erste Asset Management GmbH 0.04% Reduce -28.2% 9,142 $4.7M
Ritholtz Wealth Management 0.09% Add +0.5% 9,244 $4.7M
Groupama Asset Managment 0.07% Reduce -3.0% 9,209 $4.7M
Caprock Group, LLC 0.10% Add +75.6% 9,150 $4.7M
Canada Post Corp Registered Pension Plan 0.18% Reduce -54.1% 9,088 $4.6M
Glenview Trust Co 0.07% Reduce -8.7% 9,032 $4.6M
KP Management LLC 1.43% No change 9,000 $4.6M
Hartford Investment Management Co. 0.14% Reduce -1.8% 8,877 $4.5M
Clean Yield Group 1.22% Add +3.7% 8,575 $4.4M
Fiduciary Trust Co 0.05% Reduce -21.0% 8,488 $4.3M
Atria Investments, Inc 0.05% Reduce -29.1% 8,475 $4.3M
Landscape Capital Management, L.L.C. 0.29% Add +388.6% 8,409 $4.3M
Entropy Technologies, LP 0.23% New 8,346 $4.3M
Bretton Capital Management, LLC 3.55% No change 8,300 $4.2M
Cwm, LLC 0.01% Add +65.3% 8,271 $4.2M
Gulf International Bank (UK) Ltd 0.14% No change 8,213 $4.2M
Gilder Gagnon Howe & Co. LLC 0.04% New 8,063 $4.1M
Transamerica Financial Advisors, LLC 0.34% Reduce -3.7% 8,048 $4.1M
Harbor Advisors LLC 0.61% No change 8,000 $4.1M
Sanctuary Advisors, LLC 0.02% Reduce -11.7% 7,960 $4.1M
MCF Advisors LLC 0.22% Add +2.8% 7,890 $4.0M
Commerce Bank 0.02% Add +2.7% 7,837 $4.0M
Meeder Asset Management Inc. 0.21% Add +2486.1% 7,810 $4.0M
DAVENPORT & Co LLC 0.02% Add +20.7% 7,803 $4.0M
Louisiana State Employees Retirement System 0.07% Reduce -3.7% 7,800 $4.0M
NewEdge Wealth, LLC 0.04% Add +31.7% 7,765 $4.0M
Maryland State Retirement & Pension System 0.08% No change 7,751 $4.0M
Citadel Investment Advisory, Inc. 1.70% No change 7,702 $3.9M
Regions Financial Corp. 0.02% Add +3.7% 7,522 $3.8M
Snowden Capital Advisors LLC 0.10% Reduce -6.7% 7,471 $3.8M
Taikang Asset Management (Hong Kong) Co Ltd 0.38% No change 7,426 $3.8M
Slow Capital, Inc. 0.45% Add +2.6% 7,348 $3.8M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -14.6% 7,317 $3.7M
Ascent Wealth Partners, LLC 0.43% Add +32.3% 7,236 $3.7M
Sacks & Associates, LLC 2.69% — 7,160 $3.7M
Siemens Fonds Invest GmbH 0.19% Add +9.4% 7,061 $3.6M
Boston Trust Walden Corp 0.03% Reduce -2.7% 7,100 $3.6M
New Mexico Educational Retirement Board 0.11% Add +1.4% 7,092 $3.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% New 7,090 $3.6M
ING Groep NV 0.02% Reduce -2.0% 7,082 $3.6M
First National Advisers, LLC 0.50% Reduce -2.2% 7,050 $3.6M
Syntegra Private Wealth Group, LLC 0.33% Add +0.1% 6,997 $3.6M
Allspring Global Investments Holdings, LLC 0.01% Add +1.1% 7,153 $3.6M
Diversified Trust Co. 0.07% Reduce -0.3% 6,947 $3.5M
Composition Wealth, LLC 0.05% Add +5.9% 6,928 $3.5M
Van Strum & Towne Inc. 0.98% No change 6,883 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +0.1% 6,835 $3.5M
Machina Capital S.A.S. 0.66% Add +436.8% 6,817 $3.5M
Connable Office Inc. 0.32% Reduce -0.4% 6,737 $3.4M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -3.2% 6,662 $3.4M
Inkwell Capital LLC 3.46% Reduce -1.3% 6,661 $3.4M
Wealthcare Advisory Partners LLC 0.07% Reduce -2.5% 6,630 $3.4M
Huntington National Bank 0.03% Add +1.9% 6,592 $3.4M
Callan Family Office, LLC 0.07% Add +24.0% 6,555 $3.3M
Vestmark Advisory Solutions, Inc. 0.05% Add +16.0% 6,552 $3.3M
Horizon Investments, LLC 0.04% Add +8.1% 6,515 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.5% 6,509 $3.3M
Abn Amro Investment Solutions 0.05% Add +614.1% 6,491 $3.3M
AG2R La Mondiale Gestion D'actifs 0.15% Add +6.3% 6,480 $3.3M
LGT Group Foundation 0.04% Reduce -44.4% 6,368 $3.3M
First National Bank of Omaha 0.10% Reduce -1.6% 6,423 $3.3M
Kestra Private Wealth Services, LLC 0.04% Reduce -4.6% 6,418 $3.3M
Prudential PLC 0.03% Reduce -75.7% 6,402 $3.3M
Global X Japan Co., Ltd. 0.25% Add +375.3% 6,397 $3.3M
Milestones Administradora de Recursos Ltda. 1.07% No change 6,353 $3.2M
Tema ETFs LLC 0.25% Reduce -6.6% 6,326 $3.2M
Whittier Trust Co. of Nevada Inc. 0.07% No change 6,033 $3.2M
MUFG Securities EMEA plc 0.04% Add +113.0% 6,290 $3.2M
Quantitative Investment Management, LLC 0.31% New 6,290 $3.2M
Vestcor Inc 0.09% Add +32.1% 6,207 $3.2M
Kerusso Capital Management LLC 1.47% Add +32.1% 6,207 $3.2M
Fairbanks Capital Management, Inc. 1.75% Reduce -1.2% 6,197 $3.2M
Crawford Investment Counsel Inc. 0.05% No change 6,190 $3.2M
Y-Intercept (Hong Kong) Ltd 0.07% New 6,047 $3.1M
Trust Co. of Toledo NA 0.30% No change 6,030 $3.1M
D.A. Davidson & Co. 0.02% Add +16.2% 6,001 $3.1M
Greenleaf Trust 0.03% Add +0.8% 6,000 $3.1M
Tiaa Trust, National Association 0.01% Reduce -3.2% 5,997 $3.1M
OMERS ADMINISTRATION Corp 0.02% Reduce -37.6% 5,964 $3.0M
Van Den Berg Management I, Inc. 0.69% Reduce -2.2% 5,927 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +2.6% 5,874 $3.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -21.9% 5,853 $3.0M
Exchange Traded Concepts, LLC 0.02% Add +19.1% 5,812 $3.0M
Applied Capital LLC 2.03% Add +0.1% 5,810 $3.0M
Andra AP-fonden 0.04% New 5,800 $3.0M
Clearstead Advisors, LLC 0.04% Add +5.2% 5,767 $2.9M
Webster Bank, N. A. 0.28% Add +2.4% 5,762 $2.9M
Keebeck Wealth Management 0.34% Reduce -2.3% 5,727 $2.9M
Quadrant Capital Group LLC 0.09% Add +16.5% 5,706 $2.9M
Qsemble Capital Management, LP 0.24% Add +78.3% 5,703 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +23.7% 5,693 $2.9M
iSAM Funds (UK) Ltd 1.04% Add +245.4% 5,655 $2.9M
NewEdge Advisors, LLC 0.01% Add +64.7% 5,636 $2.9M
Transcend Capital Advisors, LLC 0.22% Reduce -0.6% 5,630 $2.9M
TD Waterhouse Canada Inc. 0.02% Add +3.7% 5,622 $2.9M
E. Ohman J:or Asset Management AB 0.07% Reduce -20.4% 5,604 $2.9M
LMCG Investments, LLC 0.16% Add +5.1% 5,587 $2.9M
Raiffeisen Bank International AG 0.04% Add +49.3% 5,529 $2.9M
Burney Co./ 0.09% Reduce -5.2% 5,574 $2.8M
Value Partners Investments Inc. 0.22% Add +1.1% 5,557 $2.8M
Chicago Partners Investment Group LLC 0.07% Reduce -9.4% 5,383 $2.8M
Lazard Asset Management LLC 0.00% Reduce -2.2% 5,501 $2.8M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.4% 5,459 $2.8M
MAI Capital Management 0.02% Add +5.0% 5,446 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.5% 5,444 $2.8M
Bell Asset Management Ltd 0.74% Add +0.7% 5,403 $2.8M
Apollon Wealth Management, LLC 0.05% Add +0.9% 5,424 $2.8M
Blue Edge Capital, LLC 0.37% Add +27.8% 5,393 $2.8M
Empirical Finance, LLC 0.13% Reduce -4.1% 5,345 $2.7M
North Dakota State Investment Board 0.10% — 5,332 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.4% 5,259 $2.7M
Kirtland Hills Capital Management, LLC 0.94% Add +3.8% 5,254 $2.7M
Brooklyn Investment Group 0.12% Add +63.4% 5,128 $2.7M
Nomura Holdings Inc. 0.01% Reduce -16.1% 5,192 $2.7M
Johnson Financial Group, LLC 0.16% New 5,177 $2.6M
Rathbones Group PLC 0.01% Reduce -32.0% 5,148 $2.6M
Crewe Advisors LLC 0.23% Reduce -5.8% 5,108 $2.6M
Rehmann Capital Advisory Group 0.14% Reduce -1.5% 5,088 $2.6M
HighPoint Advisor Group LLC 0.06% Add +20.6% 5,084 $2.6M
Naples Global Advisors, LLC 0.19% No change 5,042 $2.6M
Vise Technologies, Inc. 0.05% Add +39.4% 4,999 $2.6M
Advisors Asset Management, Inc. 0.04% Add +37.4% 4,940 $2.5M
Los Angeles Capital Management LLC 0.01% Reduce -39.6% 5,257 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.3% 4,901 $2.5M
Farther Finance Advisors, LLC 0.03% Add +119.9% 4,836 $2.5M
Signaturefd, LLC 0.04% Add +4.3% 4,818 $2.5M
Wilmington Savings Fund Society, FSB 0.06% No change 4,771 $2.4M
Gateway Investment Advisers LLC 0.02% Add +41.3% 4,738 $2.4M
Blue Fin Capital, Inc. 0.37% Reduce -5.1% 4,710 $2.4M
Ostrum Asset Management 0.12% Reduce -9.6% 4,700 $2.4M
Ellsworth Advisors, LLC 0.47% Add +19.2% 4,425 $2.4M
Katamaran Capital LLP 1.80% Reduce -48.2% 4,651 $2.4M
Summit Trail Advisors, LLC 0.04% Add +1.0% 4,634 $2.4M
Geo Capital Gestora de Recursos Ltd 4.89% Add +4109.1% 4,630 $2.4M
S-Bank Fund Management Ltd 0.31% Reduce -2.3% 4,619 $2.4M
Meeder Advisory Services, Inc. 0.10% Add +2.2% 4,591 $2.3M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -29.3% 4,509 $2.3M
Rossmore Private Capital 0.21% No change 4,501 $2.3M
Choreo, LLC 0.03% Reduce -15.0% 4,448 $2.3M
Intesa Sanpaolo S.p.A. 0.15% — 4,428 $2.3M
TFR Capital, LLC. 0.76% Add +1.7% 4,467 $2.3M
Sciencast Management LP 0.31% Add +30.4% 4,449 $2.3M
Private Advisor Group, LLC 0.01% Add +16.5% 4,425 $2.3M
Parallel Advisors, LLC 0.04% Add +0.9% 4,383 $2.2M
Saturna Capital Corp. 0.03% Reduce -6.7% 4,368 $2.2M
NorthCoast Asset Management LLC 0.05% Reduce -80.0% 4,347 $2.2M
Rockline Wealth Management, LLC 0.45% Add +8.3% 4,327 $2.2M
Securian Asset Management, Inc. 0.08% Reduce -44.7% 4,172 $2.1M
Rodgers Brothers Inc. 0.25% Add +0.1% 4,161 $2.1M
Mufg Securities Americas Inc. 0.13% Reduce -0.7% 4,133 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.14% No change 4,091 $2.1M
Essex Bank 0.45% Add +0.1% 4,090 $2.1M
Angeles Wealth Management, LLC 0.11% Add +0.7% 4,034 $2.1M
Totem Point Management, LLC 2.01% New 3,953 $2.0M
Texas Yale Capital Corp. 0.06% No change 3,944 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.2% 3,940 $2.0M
Citizens Financial Group Inc. 0.03% Reduce -17.4% 3,940 $2.0M
Kornitzer Capital Management Inc. 0.04% No change 3,895 $2.0M
Advisory Services Network, LLC 0.03% Add +1.0% 3,892 $2.0M
Banco Santander, S.A. 0.01% Reduce -84.9% 3,887 $2.0M
Virtus Investment Advisers, LLC 0.54% Add +7.6% 3,886 $2.0M
Arax Advisory Partners 0.06% Reduce -56.0% 3,861 $2.0M
IFP Advisors, Inc 0.04% Reduce -0.7% 3,841 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -7.1% 3,799 $1.9M
Aft, Forsyth & Sober, LLC 0.58% No change 3,725 $1.9M
Ferguson Wellman Capital Management, Inc. 0.03% No change 3,723 $1.9M
Capital Investment Advisors, LLC 0.03% Add +0.2% 3,698 $1.9M
Long Road Investment Counsel, LLC 0.71% No change 3,679 $1.9M
Legato Capital Management LLC 0.16% Add +100.2% 3,648 $1.9M
Venturi Wealth Management, LLC 0.08% Add +2.0% 3,633 $1.9M
Great Lakes Retirement, Inc. 0.19% Add +7.2% 3,603 $1.8M
Eventide Asset Management, LLC 0.03% Add +26.4% 3,520 $1.8M
Smartleaf Asset Management LLC 0.07% Add +16.2% 3,499 $1.8M
W1M Asset Management Ltd 0.02% New 3,514 $1.8M
Knollwood Investment Advisory, LLC 0.17% No change 3,497 $1.8M
Monte Financial Group, LLC 0.66% Add +4.8% 3,474 $1.8M
J. R. Prunier Capital Management LLC 0.73% — 3,460 $1.8M
GeoWealth Management, LLC 0.07% Reduce -1.0% 3,450 $1.8M
Cresset Asset Management, LLC 0.01% Add +37.7% 3,448 $1.8M
V-Square Quantitative Management LLC 0.18% New 3,444 $1.8M
Reflection Asset Management 1.25% — 3,438 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -22.1% 3,416 $1.7M
Park Avenue Securities LLC 0.01% Reduce -5.4% 3,410 $1.7M
Westerkirk Capital Inc. 0.17% Reduce -4.3% 3,389 $1.7M
Praxis Investment Management Inc. 0.10% No change 3,375 $1.7M
Marshall Financial Group, LLC 0.33% Reduce -8.0% 3,331 $1.7M
HM Payson & Co. 0.02% No change 3,326 $1.7M
CreativeOne Wealth, LLC 0.04% Reduce -3.8% 3,317 $1.7M
General Partner, Inc. 0.95% No change 3,295 $1.7M
Atom Investors LP 0.13% Add +5.0% 3,294 $1.7M
Bokf, NA 0.03% Reduce -1.8% 3,292 $1.7M
Principal Securities, Inc. 0.03% Add +3.4% 3,285 $1.7M
Bridgefront Capital, LLC 0.42% Reduce -0.1% 3,256 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +4.3% 3,245 $1.7M
Savant Capital, LLC 0.01% Add +4.3% 3,239 $1.7M
Two Sigma Securities, LLC 0.23% Add +52.5% 3,206 $1.6M
CPC Advisors, LLC 0.17% New 3,199 $1.6M
Bridges Investment Management Inc. 0.02% Add +4.5% 3,166 $1.6M
Round Hill Asset Management 1.01% Reduce -4.5% 3,149 $1.6M
CWA Asset Management Group, LLC 0.06% Add +3.7% 3,129 $1.6M
Mystic Asset Management, Inc. 0.36% Reduce -6.9% 3,116 $1.6M
Ballast Advisors LLC 0.44% Add +1.7% 3,112 $1.6M
Ironwood Investment Counsel, LLC 0.22% No change 3,108 $1.6M
Leonteq Securities AG 0.08% Reduce -45.2% 3,107 $1.6M
Hantz Financial Services, Inc. 0.02% Reduce -9.6% 3,100 $1.6M
Harbor Capital Advisors, Inc. 0.12% Reduce -0.2% 3,091 $1.6M
Jump Financial, LLC 0.02% Add +416.2% 3,056 $1.6M
XTX Topco Ltd 0.04% New 3,039 $1.6M
Cornercap Investment Counsel Inc. 0.76% Reduce -1.3% 3,036 $1.6M
Equitable Trust Co. 0.07% No change 3,034 $1.5M
Highview Capital Management LLC 0.55% Add +40.5% 3,028 $1.5M
Integrated Quantitative Investments LLC 0.33% New 3,012 $1.5M
Frank, Rimerman Advisors LLC 0.10% Add +1.4% 3,002 $1.5M
Tiptree Advisors, LLC 0.88% No change 3,000 $1.5M
Tobam 0.37% Add +24791.7% 2,987 $1.5M
Plato Investment Management Ltd 0.10% No change 2,892 $1.5M
Sunbelt Securities, Inc. 0.10% Reduce -0.1% 2,897 $1.5M
Tounjian Advisory Partners, LLC 0.50% New 2,896 $1.5M
HHLR Advisors, LTD. 0.05% No change 2,888 $1.5M
CENTRAL TRUST Co 0.03% Add +7.7% 2,883 $1.5M
Belpointe Asset Management LLC 0.05% New 2,878 $1.5M
Stance Capital LLC 0.54% Add +9.5% 2,873 $1.5M
Cypress Capital Group 0.16% Reduce -5.9% 2,849 $1.5M
Accretive Wealth Partners, LLC 0.43% Reduce -0.3% 2,805 $1.4M
Marex Group Ltd 0.02% Add +382.6% 2,804 $1.4M
Advisory Alpha, LLC 0.04% Add +11.5% 2,793 $1.4M
MOKAN Wealth Management Inc. 0.63% New 2,769 $1.4M
Syon Capital LLC 0.07% Add +21.3% 2,762 $1.4M
Hills Bank & Trust Co 0.08% Reduce -1.4% 2,751 $1.4M
Evermay Wealth Management LLC 0.16% No change 2,742 $1.4M
Pilgrim Partners Asia Pte Ltd 0.67% Reduce -19.6% 2,740 $1.4M
Wedmont Private Capital 0.05% Add +4.4% 2,619 $1.4M
Applied Finance Capital Management, LLC 0.10% Add +17.0% 2,707 $1.4M
Independent Advisor Alliance 0.03% Reduce -5.7% 2,636 $1.3M
Cynosure Group, LLC 0.14% Add +52.9% 2,629 $1.3M
GAMMA Investing LLC 0.07% Reduce -11.3% 2,621 $1.3M
AlphaQuest LLC 0.07% Add +4.5% 2,618 $1.3M
LVW Advisors, LLC 0.14% Add +6.7% 2,607 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.7% 2,603 $1.3M
Key Financial Inc 0.24% Reduce -0.2% 2,566 $1.3M
Washington Trust Advisors, Inc. 0.10% Reduce -4.5% 2,555 $1.3M
Smithfield Trust Co 0.06% Add +0.3% 2,551 $1.3M
Anchor Investment Management, LLC 0.11% No change 2,538 $1.3M
Waverly Advisors, LLC 0.01% Add +221.7% 2,535 $1.3M
Meadowbrook Advisors Group, LLC 0.73% — 2,534 $1.3M
Hingham Institution for Savings 1.05% — 2,500 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +9.9% 2,495 $1.3M
Guardian Capital LP 0.04% Add +26.1% 2,442 $1.2M
TCW Group Inc. 0.01% New 2,441 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +8.0% 2,419 $1.2M
Summit Financial, LLC 0.02% Add +6.1% 2,414 $1.2M
Redmond Asset Management, LLC 0.31% Add +0.2% 2,390 $1.2M
Genus Capital Management Inc. 0.14% No change 2,388 $1.2M
Promethium Advisors,llc 0.66% Add +7.3% 2,386 $1.2M
Impax Asset Management Group plc 0.01% No change 2,380 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -98.8% 2,371 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.11% Reduce -11.3% 2,330 $1.2M
Avanda Investment Management Pte. Ltd. 1.19% Reduce -2.1% 2,350 $1.2M
Smart Money Group LLC 0.35% Add +0.4% 2,336 $1.2M
Lord, Abbett & Co. LLC 0.00% Reduce -53.6% 2,324 $1.2M
Heritage Family Offices, LLP 0.54% Reduce -6.5% 2,323 $1.2M
CenterBook Partners LP 0.06% Reduce -78.3% 2,317 $1.2M
Compagnie Lombard Odier SCmA 0.01% New 2,300 $1.2M
Benin Management CORP 0.26% No change 2,283 $1.2M
KG Capital Management 0.30% Add +13.4% 2,253 $1.2M
Bluedoor Private Wealth, LLC 0.53% — 2,231 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +28.0% 2,215 $1.1M
EP Wealth Advisors, LLC 0.01% — 2,202 $1.1M
Westbourne Investment Advisors, Inc. 0.31% Reduce -4.4% 2,186 $1.1M
Triangle Securities Wealth Management 0.23% Add +1.1% 2,178 $1.1M
Global Retirement Partners, LLC 0.02% Add +224.0% 2,174 $1.1M
Fideuram Asset Management (Ireland) dac 0.09% — 2,228 $1.1M
AlTi Global, Inc. 0.02% Reduce -1.1% 2,156 $1.1M
Capital Analysts, LLC 0.03% Reduce -9.3% 2,155 $1.1M
Brookstone Capital Management 0.01% Add +7.8% 2,140 $1.1M
Mangrove Partners Im, LLC 0.09% New 2,113 $1.1M
Aaron Wealth Advisors LLC 0.06% Add +45.7% 2,108 $1.1M
Novem Group 0.12% Add +8.6% 2,105 $1.1M
Stableford Capital II LLC 0.38% Reduce -3.0% 2,067 $1.1M
Maple Capital Management, Inc. 0.07% Reduce -2.1% 2,057 $1.1M
Waldron Private Wealth LLC 0.04% Add +0.1% 2,052 $1.0M
Circle Wealth Management, LLC 0.02% Add +0.6% 2,045 $1.0M
Fisher Asset Management 0.00% Reduce -26.6% 2,042 $1.0M
Sentry LLC 0.29% No change 2,042 $1.0M
Riversedge Advisors, LLC 0.17% Add +0.5% 2,041 $1.0M
Choate Investment Advisors 0.02% No change 2,029 $1.0M
Assetmark, Inc. 0.00% Add +5.7% 2,025 $1.0M
Prospera Financial Services Inc 0.02% Add +343.3% 2,017 $1.0M
Mgo One Seven LLC 0.02% Add +14.0% 2,001 $1.0M
Enhancing Capital LLC 0.73% No change 2,000 $1.0M
Valeo Financial Advisors, LLC 0.02% Add +6.0% 1,989 $1.0M
Okabena Investment Services Inc. 0.19% Reduce -13.4% 1,952 $997K
Beacon Pointe Advisors, LLC 0.01% Reduce -57.1% 1,951 $997K
Harris Associates (Oakmark Funds) 0.00% Reduce -25.1% 1,948 $995K
EFG International AG 0.02% — 1,938 $990K
Whittier Trust Co. 0.01% Add +0.3% 1,856 $989K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +0.5% 1,891 $981K
GTS Securities LLC 0.03% Add +94.3% 1,916 $979K
Simplicity Wealth,LLC 0.06% Add +12.0% 1,907 $974K
Concurrent Investment Advisors, LLC 0.01% Reduce -44.2% 1,905 $973K
Stamos Capital Partners, L.P. 0.16% Add +45.1% 1,897 $969K
Verdence Capital Advisors LLC 0.06% Add +1.1% 1,895 $968K
Walter & Keenan Wealth Management LLC /in/ 0.26% Reduce -0.3% 1,890 $966K
Fishman Jay A Ltd. 0.08% No change 1,875 $958K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.1% 1,866 $953K
Asset Management Group, Inc. 0.15% No change 1,862 $951K
Spinnaker Trust 0.05% No change 1,840 $940K
Sepio Capital, LP 0.05% Add +23.7% 1,834 $937K
Sagespring Wealth Partners, LLC 0.02% Add +17.6% 1,809 $924K
Cornerstone Planning Group LLC 0.14% Add +0.2% 1,786 $923K
GKV Capital Management Co., Inc. 0.34% No change 1,800 $920K
Mattern Capital Management, LLC 0.10% Add +11.3% 1,741 $889K
High Net Worth Advisory Group LLC 0.20% No change 1,740 $889K
World Investment Advisors 0.01% Add +210.4% 1,735 $886K
Trust Asset Management LLC 0.06% Reduce -3.6% 1,731 $884K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -0.1% 1,728 $883K
Baader Bank Aktiengesellschaft 0.07% Reduce -37.6% 1,717 $874K
Dearborn Partners LLC 0.04% Reduce -5.4% 1,710 $874K
Aviso Financial Inc. 0.03% Reduce -2.2% 1,707 $872K
Ofi Invest Asset Management 0.01% Add +567.4% 1,762 $867K
Kenora Financial, LLC 0.29% Add +1.6% 1,696 $866K
BAM Wealth Management, LLC 0.63% Reduce -7.4% 1,693 $865K
Patriot Investment Management Group, Inc. 0.05% No change 1,689 $863K
Profund Advisors LLC 0.03% Reduce -20.9% 1,681 $859K
Aptus Capital Advisors, LLC 0.01% Add +1.2% 1,664 $850K
Davidson Trust Co. 0.35% Reduce -2.0% 1,641 $838K
Curi Capital, LLC 0.01% Add +0.1% 1,640 $838K
Fortis Capital Advisors, LLC 0.12% New 1,623 $829K
Compound Planning, Inc. 0.02% Add +23.8% 1,621 $828K
CHICAGO TRUST Co NA 0.13% Reduce -8.5% 1,618 $827K
Allworth Financial LP 0.00% Add +13.8% 1,611 $823K
Lineweaver Wealth Advisors, LLC 0.11% No change 1,602 $818K
Personal Cfo Solutions, LLC 0.13% Reduce -1.2% 1,600 $818K
Havemeyer Place LP 0.16% — 1,590 $812K
Dimension Capital Management LLC 0.11% No change 1,586 $810K
Crestmont Private Wealth LLC 0.26% Add +2.4% 1,582 $808K
Ashton Thomas Securities, LLC 0.15% Reduce -3.6% 1,576 $805K
Sowell Financial Services LLC 0.03% Add +0.3% 1,556 $795K
Dempze Nancy E 0.41% New 1,550 $792K
Argent Trust Co 0.03% Reduce -3.0% 1,530 $782K
GC Wealth Management RIA, LLC 0.03% Reduce -53.9% 1,529 $781K
Borer Denton & Associates, Inc. 0.26% No change 1,505 $769K
Evercore Wealth Management, LLC 0.01% No change 1,504 $768K
Polymer Capital Management (US) LLC 0.10% Add +24.1% 1,503 $768K
Chou Associates Management Inc. 0.38% Reduce -74.6% 1,500 $766K
Cigna Investments Inc. 0.11% Reduce -0.9% 1,496 $764K
OneDigital Investment Advisors LLC 0.01% Reduce -15.7% 1,488 $760K
Ascent Group, LLC 0.03% Reduce -2.2% 1,473 $753K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -9.9% 1,464 $748K
Brave Asset Management Inc. 0.18% No change 1,463 $747K
Azzad Asset Management Inc. 0.07% Add +3.3% 1,457 $744K
Hilltop National Bank 0.18% Reduce -0.3% 1,451 $741K
Castle Rock Wealth Management, LLC 0.16% Add +0.1% 1,554 $738K
Mutual Advisors, LLC 0.02% Reduce -3.0% 1,440 $736K
J.W. Cole Advisors, Inc. 0.02% Add +3.5% 1,491 $733K
Westpac Banking Corp. 0.05% Reduce -0.3% 1,423 $727K
Wellington Grp LLC 0.24% — 1,416 $723K
Evergreen Capital Management LLC 0.02% Reduce -36.3% 1,414 $722K
Seeds Investor LLC 0.14% Reduce -1.5% 1,413 $722K
Diversify Advisory Services, LLC 0.02% Reduce -21.6% 1,339 $722K
Opes Wealth Management LLC 0.12% No change 1,410 $720K
Fiduciary Family Office, LLC 0.21% Reduce -17.8% 1,408 $719K
Dara Capital Us, Inc. 0.64% — 1,408 $719K
Argyle Capital Management, LLC 0.24% No change 1,400 $715K
Fortis Capital Management LLC 0.09% Reduce -3.1% 1,390 $710K
Fifth Third Wealth Advisors LLC 0.02% Reduce -7.1% 1,376 $703K
Patton Albertson Miller Group, LLC 0.08% No change 1,375 $702K
Prosperity Consulting Group, LLC 0.03% Add +4.1% 1,375 $702K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.4% 1,373 $701K
SummitTX Capital, L.P. 0.02% Reduce -47.1% 1,362 $696K
Cache Advisors, LLC 0.08% Add +21.9% 1,336 $682K
Trust Co. of Vermont 0.03% Add +15.0% 1,327 $678K
PCM Encore, LLC 0.14% — 1,321 $675K
DeDora Capital, Inc. 0.16% Add +1.5% 1,315 $672K
DDD Partners, LLC 0.04% No change 1,299 $664K
Abel Hall, LLC 0.15% Add +146.8% 1,293 $661K
Avidian Wealth Enterprises, LLC 0.02% Add +5.1% 1,292 $660K
Resurgent Financial Advisors LLC 0.33% Reduce -17.5% 1,285 $656K
Andina Capital Management, LLC 0.40% Add +1.6% 1,284 $656K
HWG Holdings LP 0.16% Reduce -70.6% 1,280 $654K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 1,280 $654K
Dorsey & Whitney Trust CO LLC 0.03% Add +6.0% 1,274 $651K
Haverford Trust Co 0.01% Add +0.2% 1,274 $651K
Accurate Wealth Management, LLC 0.08% Add +3.8% 1,218 $648K
Shelter Rock Management, LLC 0.65% — 1,261 $645K
Unique Wealth Strategies, LLC 0.25% New 1,260 $644K
Palisades Hudson Asset Management, L.P. 0.25% No change 1,258 $643K
CX Institutional 0.02% Add +2.1% 1,247 $637K
Krilogy Financial LLC 0.02% Add +10.5% 1,200 $631K
Legacy Wealth Asset Management, LLC 0.15% Add +4.9% 1,234 $630K
Spirepoint Private Client, LLC 0.06% Add +3.8% 1,219 $623K
Planning Alternatives Ltd. 0.08% New 1,215 $621K
Meridian Wealth Management, LLC 0.02% Add +8.6% 1,214 $620K
Dodge & Cox 0.00% Reduce -22.5% 1,213 $620K
Cross Staff Investments Inc 0.34% No change 1,212 $619K
First Horizon Corp. 0.03% Reduce -2.7% 1,207 $617K
Levin Capital Strategies, L.P. 0.05% No change 1,200 $613K
Fayez Sarofim & Co 0.00% No change 1,200 $613K
Cyndeo Wealth Partners, LLC 0.03% Add +65.7% 1,190 $608K
Lansing Street Advisors 0.16% New 1,189 $607K
Sage Rhino Capital LLC 0.11% New 1,187 $606K
Ellevest, Inc. 0.08% Add +0.1% 1,186 $606K
Addison Advisors LLC 0.14% Add +0.3% 1,182 $604K
Braeburn Wealth Management LLC 0.31% — 1,181 $603K
Savvy Advisors, Inc. 0.02% Add +13.1% 1,168 $597K
Certuity, LLC 0.04% Reduce -19.7% 1,162 $594K
Abacus Planning Group, Inc. 0.08% Add +4.5% 1,162 $594K
Silvercrest Asset Management Group LLC 0.00% No change 1,159 $592K
Kesler, Norman & Wride, LLC 0.10% Add +11.2% 1,154 $590K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -0.3% 1,152 $588K
BSW Wealth Partners 0.07% Add +0.7% 1,150 $588K
Legacy Private Trust Co. 0.03% No change 1,145 $585K
Mayfair Advisory Group, LLC 0.23% Reduce -4.6% 1,171 $584K
Fidelis Capital Partners, LLC 0.04% Reduce -1.1% 1,135 $580K
Oak Thistle LLC 0.08% New 1,134 $579K
International Assets Investment Management, LLC 0.04% Reduce -27.2% 1,131 $578K
Mather Group, Llc. 0.01% Add +3.1% 1,127 $576K
Lanark Financial, Inc. 0.04% Add +14.5% 1,124 $574K
Everhart Financial Group, Inc. 0.05% Add +10.9% 1,118 $571K
Bridgewater Advisors Inc. 0.04% No change 1,085 $569K
Checchi Capital Advisers, LLC 0.04% Reduce -3.1% 1,110 $567K
Crestwood Advisors Group, LLC 0.01% Add +17.4% 1,107 $566K
Park Edge Advisors, LLC 0.13% No change 1,105 $565K
Wilkins Investment Counsel Inc. 0.08% No change 1,100 $562K
Kathmere Capital Management, LLC 0.04% Add +2.8% 1,095 $560K
Kera Capital Partners, Inc. 0.07% Add +25.6% 1,081 $557K
Frec Markets, Inc. 0.16% — 1,086 $555K
111 Capital 0.12% Reduce -6.5% 1,085 $554K
Carnegie Investment Counsel 0.01% Add +1.9% 1,081 $552K
Matrix Trust Co 0.09% Add +11.0% 1,072 $548K
SVB Wealth LLC 0.03% Reduce -6.3% 1,071 $547K
Abacus Wealth Partners, LLC 0.05% New 1,070 $547K
Bar Harbor Wealth Management 0.03% Reduce -12.0% 1,065 $544K
PDS Planning, Inc 0.04% Reduce -8.0% 1,064 $544K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% — 1,062 $543K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.2% 1,059 $541K
Premier Path Wealth Partners, LLC 0.07% Add +34.6% 1,059 $541K
Aprio Wealth Management, LLC 0.03% Add +4.2% 1,041 $540K
Howland Capital Management LLC 0.02% No change 1,053 $538K
Chronos Wealth Management, LLC 0.25% Reduce -4.5% 1,050 $536K
Turtle Creek Wealth Advisors, LLC 0.04% Add +18.7% 1,043 $533K
Stratos Wealth Advisors, LLC 0.03% No change 1,042 $532K
White Pine Capital LLC 0.15% Reduce -0.3% 1,038 $530K
SkyView Investment Advisors, LLC 0.07% No change 1,033 $528K
Howard Capital Management, LLC 0.01% Add +0.5% 1,032 $527K
Qtron Investments LLC 0.07% Reduce -49.0% 1,030 $526K
Empower Advisory Group, LLC 0.00% Reduce -12.3% 1,030 $526K
denkapparat Operations GmbH 0.28% New 1,026 $524K
RFG Advisory, LLC 0.01% Add +5.4% 1,021 $521K
Diversify Wealth Management, LLC 0.02% Reduce -90.2% 975 $521K
Broadleaf Partners, LLC 0.11% No change 1,020 $521K
Edgestream Partners, L.P. 0.01% Reduce -10.0% 1,019 $521K
University of Texas/Texas Am Investment Management Co. 0.07% Reduce -87.2% 1,005 $513K
FineMark National Bank & Trust 0.02% Reduce -0.8% 1,005 $513K
Capital Advisors, Ltd. LLC 0.06% No change 1,004 $513K
Trust Co 0.05% New 1,001 $511K
Texas Bank & Trust Co 0.19% No change 1,000 $511K
Anchyra Partners LLC 0.15% — 986 $504K
Cornerstone Advisory, LLC 0.05% No change 986 $504K
Mission Wealth Management, LP 0.01% Add +0.3% 982 $502K
J2 Capital Management Inc 0.36% Add +35.6% 976 $499K
Baxter Bros Inc. 0.06% Add +2.4% 972 $497K
Penobscot Investment Management Company, Inc. 0.04% Reduce -2.0% 965 $493K
Shearwater Capital LLC 0.28% No change 964 $493K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -2.6% 964 $492K
Correct Capital Wealth Management 0.09% No change 964 $492K
Groupe la Francaise 0.01% No change 960 $490K
Ted Buchan & Co 0.18% Add +62.7% 955 $488K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +13.8% 955 $488K
Third View Private Wealth, LLC 0.07% — 951 $486K
Hutner Capital Management Inc. 0.20% No change 945 $483K
West Family Investments, Inc. 0.11% No change 945 $483K
Legacy Financial Advisors, Inc. 0.07% Reduce -3.2% 944 $482K
Blue Trust, Inc. 0.01% Reduce -41.3% 934 $477K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.3% 927 $473K
Pettee Investors, Inc. 0.26% No change 924 $472K
Baker Ellis Asset Management LLC 0.06% No change 919 $469K
Larry Mathis Financial Planning, LLC 0.41% — 917 $468K
Optimize Financial Inc. 0.24% Add +1.3% 916 $468K
George Kaiser Family Foundation 0.06% No change 904 $462K
Prescott Group Capital Management, L.L.C. 0.04% No change 904 $462K
New Republic Capital, LLC 0.12% Add +81.4% 889 $454K
Sunflower Bank, N.A. 0.11% Add +0.1% 888 $454K
Avestar Capital, LLC 0.03% Reduce -0.1% 888 $454K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.2% 888 $454K
Pinnacle Financial Partners, Inc. 0.00% — 881 $450K
Canandaigua National Trust Co of Florida 0.28% New 877 $448K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -74.4% 875 $447K
Journey Strategic Wealth LLC 0.01% Add +49.6% 869 $444K
Flputnam Investment Management Co. 0.01% Reduce -3.7% 859 $439K
Penserra Capital Management LLC 0.01% Reduce -0.8% 858 $437K
Axq Capital, LP 0.10% New 849 $434K
Baker Avenue Asset Management, LP 0.01% New 848 $433K
Range Advisory, LLC 0.11% — 848 $433K
Conning Inc. 0.02% Add +18.6% 847 $433K
Castleview Partners, LLC 0.21% Add +6.0% 843 $431K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.2% 842 $430K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.5% 842 $430K
Shelton Capital Management 0.01% No change 838 $428K
4J Wealth Management LLC 0.24% Reduce -1.8% 837 $427K
United Financial Planning Group LLC 0.26% Reduce -33.8% 836 $427K
American National Bank & Trust 0.04% Add +1.3% 829 $423K
Twin Peaks Wealth Advisors, LLC 0.12% Add +2.3% 941 $423K
Western Wealth Management, LLC 0.02% Reduce -0.2% 825 $422K
Pinnacle Associates Ltd. 0.01% Reduce -1.7% 824 $421K
Auto-Owners Insurance Co 0.01% No change 823 $420K
Forum Financial Management, LP 0.01% Add +1.4% 821 $419K
Tributary Capital Management, LLC 0.04% Reduce -4.1% 820 $419K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.3% 819 $418K
PFG Advisors 0.02% Reduce -49.8% 815 $416K
Integrated Wealth Concepts LLC 0.00% Reduce -54.8% 815 $416K
McGlone Suttner Wealth Management, Inc. 0.06% Add +0.5% 815 $416K
Pallas Capital Advisors LLC 0.01% Reduce -11.5% 811 $414K
Woodmont Investment Counsel LLC 0.03% No change 810 $414K
Clarius Group, LLC 0.02% No change 806 $412K
Values Added Financial LLC 0.17% Reduce -1.2% 804 $411K
Grey Ledge Advisors, LLC 0.09% Add +0.3% 799 $408K
Smith Group Asset Management, LLC 0.02% New 797 $407K
Fagan Associates, Inc. 0.05% New 795 $406K
McLean Asset Management Corp 0.07% Reduce -0.8% 756 $405K
Sun Financial Inc 0.23% — 793 $405K
Cambient Family Office, LLC 0.06% — 792 $405K
Legacy Advisors, LLC 0.04% Add +8.4% 791 $404K
GAM Holding AG 0.03% New 784 $401K
FourThought Financial Partners, LLC 0.03% Add +8.4% 784 $400K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.5% 781 $399K
Heritage Trust Co 0.04% Add +0.3% 777 $397K
Simmons Bank 0.03% Add +54.9% 776 $396K
Vest Financial, LLC 0.01% New 776 $396K
Cozad Asset Management Inc. 0.03% Reduce -11.5% 770 $393K
Independence Bank of Kentucky 0.05% Add +1.4% 769 $393K
Financial Consulate, Inc. 0.05% Reduce -16.6% 764 $390K
L2 Asset Management, LLC 0.05% Add +6.9% 759 $388K
71 West Capital Partners 0.02% — 757 $387K
Guyasuta Investment Advisors Inc. 0.02% Add +2.7% 753 $385K
Quintet Private Bank (Europe) S.A. 0.02% Reduce -25.0% 750 $383K
Silvia McColl Wealth Management, LLC 0.25% No change 742 $379K
VestGen Advisors, LLC 0.02% Reduce -45.4% 739 $378K
Picton Mahoney Asset Management 0.00% Reduce -63.6% 738 $377K
AlphaGrep UK Ltd 0.13% — 737 $376K
Kingsview Wealth Management, LLC 0.01% Reduce -8.5% 736 $376K
Keel Point, LLC 0.02% Add +5.3% 733 $375K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -6.4% 731 $373K
HCR Wealth Advisors 0.04% Add +3.9% 729 $372K
Fiduciary Financial Group, LLC 0.05% Add +4.6% 725 $370K
Zions Bancorporation, National Association 0.02% Reduce -12.1% 724 $370K
Carson Advisory Inc. 0.19% No change 720 $368K
Capital Group Private Client Services, Inc. 0.01% No change 715 $365K
Stephens Inc. 0.00% Add +21.7% 712 $364K
Advisors Capital Management, LLC 0.00% Add +44.8% 711 $363K
Sherbrooke Park Advisers LLC 0.93% New 707 $361K
Wealthspire Advisors, LLC 0.00% Add +173.5% 703 $359K
Plotkin Financial Advisors, LLC 0.17% No change 702 $359K
Great Lakes Advisors, LLC 0.00% Add +1.1% 701 $358K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.14% No change 700 $358K
Boltwood Capital Management 0.09% Reduce -2.8% 700 $358K
Outlook Wealth Advisors, LLC 0.08% Reduce -3.0% 692 $354K
Maseco LLP 0.02% New 690 $353K
Atlanta Consulting Group Advisors, LLC 0.08% Add +20.4% 690 $352K
Rice Hall James & Associates, LLC 0.02% No change 689 $352K
Prelude Capital Management, LLC 0.03% New 688 $351K
Quotient Wealth Partners, LLC 0.01% Add +0.3% 687 $351K
Salem Investment Counselors Inc. 0.01% No change 687 $351K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.6% 684 $349K
Gryphon Financial Partners LLC 0.04% Reduce -0.7% 683 $349K
Harvest Fund Management Co., Ltd 0.01% No change 678 $346K
Balboa Wealth Partners 0.06% Reduce -9.2% 674 $344K
Boston Family Office LLC 0.02% No change 671 $343K
TrinityBridge Ltd 0.01% Reduce -6.9% 670 $342K
Gladstone Institutional Advisory LLC 0.01% Reduce -7.5% 665 $340K
Childress Capital Advisors, LLC 0.05% Add +0.8% 664 $339K
Cape Ann Savings Bank 0.17% No change 660 $337K
Baldwin Wealth Partners LLC 0.02% No change 657 $336K
Rothschild Investment LLC 0.02% Add +0.6% 652 $333K
SmartHarvest Portfolios, LLC 0.12% — 649 $332K
NorthRock Partners, LLC 0.01% Reduce -74.0% 649 $332K
HUB Investment Partners, LLC 0.01% Add +19.8% 648 $331K
Wulff, Hansen & Co. 0.28% Reduce -6.5% 645 $329K
Saybrook Capital 0.08% No change 643 $328K
Dunhill Financial, LLC 0.10% Add +0.3% 641 $327K
Cypress Asset Management Inc. 0.07% Reduce -1.2% 639 $326K
Baron Wealth Management LLC 0.10% Add +5.0% 636 $325K
Advyzon Investment Management, LLC 0.04% Add +42.9% 633 $324K
Integrity Alliance, Llc. 0.01% New 628 $321K
Pathway Financial Advisors LLC 0.04% No change 600 $320K
Magnus Financial Group LLC 0.02% Add +1.1% 620 $317K
Birch Hill Investment Advisors LLC 0.01% No change 620 $317K
Twin Lakes Capital Management, LLC 0.14% No change 620 $317K
Stokes Family Office, LLC 0.03% New 617 $315K
Sax Wealth Advisors, LLC 0.01% Add +5.7% 614 $314K
Pathfinder Wealth Consulting, Inc. 0.20% — 613 $313K
Alta Advisers Ltd 0.11% Reduce -24.7% 611 $312K
Peapack Gladstone Financial Corp. 0.00% Reduce -1.8% 609 $311K
Essex Financial Services, Inc. 0.02% Add +18.4% 604 $309K
Resolute Wealth Strategies, LLC 0.13% No change 600 $307K
EagleClaw Capital Managment, LLC 0.04% No change 600 $307K
Caldwell Trust Co 0.03% No change 600 $307K
First National Bank & Trust Co. of Newtown 0.06% No change 600 $307K
Cooper Financial Group 0.03% Add +8.9% 598 $306K
MassMutual Private Wealth & Trust, FSB 0.01% Add +4.6% 592 $302K
Fenimore Asset Management Inc 0.01% No change 592 $302K
Highland Capital Management, LLC 0.01% No change 590 $301K
Morris Financial Concepts, Inc. 0.11% Reduce -2.6% 589 $301K
Fox Run Management, L.L.C. 0.05% Add +12.5% 584 $298K
Wedbush Securities Inc. 0.01% Reduce -5.7% 583 $298K
Catalyst Financial Partners LLC 0.03% Add +6.2% 583 $298K
D.B. Root & Company, LLC 0.07% Reduce -13.4% 581 $297K
Harbour Investments, Inc. 0.01% Add +9.4% 580 $297K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $296K
Atala Financial Inc 0.19% Reduce -14.9% 576 $294K
Claret Asset Management Corp 0.03% Reduce -3.2% 576 $294K
Victory Financial Group, LLC 0.04% Add +13.6% 575 $294K
OLIO Financial Planning 0.08% No change 574 $293K
Tyche Wealth Partners LLC 0.05% Add +0.2% 574 $293K
Baker Tilly Wealth Management, LLC 0.07% Add +4.2% 572 $292K
Net Worth Advisory Group 0.06% Reduce -6.7% 569 $291K
Sensenig Capital Advisors, Inc 0.29% — 567 $290K
SBI Securities Co., Ltd. 0.01% Reduce -0.7% 567 $290K
Perpetual Ltd 0.00% New 564 $288K
Busey Bank 0.01% Add +1.1% 563 $288K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -45.4% 562 $287K
D'Orazio & Associates, Inc. 0.04% Add +1.4% 559 $286K
Jefferies Financial Group Inc. 0.00% Reduce -94.4% 559 $286K
Hamilton Capital, LLC 0.01% — 558 $285K
Parkside Financial Bank & Trust 0.02% Reduce -1.3% 555 $284K
Howe & Rusling Inc. 0.02% No change 555 $283K
Manchester Capital Management LLC 0.04% Add +11.7% 553 $283K
Panoramic Capital Partners, LLC 0.17% Reduce -6.3% 551 $281K
Regent Peak Wealth Advisors LLC 0.06% No change 551 $281K
Valmark Advisers, Inc. 0.00% Add +8.3% 548 $280K
Endowment Wealth Management, Inc. 0.13% Reduce -9.9% 546 $279K
Moneco Advisors, LLC 0.02% Reduce -2.0% 544 $278K
Ignite Planners, LLC 0.04% Add +16.0% 536 $276K
Lecap Asset Management Ltd. 0.11% Reduce -87.5% 540 $276K
Larson Financial Group LLC 0.01% Reduce -2.9% 539 $275K
Principle Wealth Partners LLC 0.02% Add +0.8% 535 $273K
Prosperity Wealth Management, Inc. 0.09% No change 535 $273K
CVA Family Office, LLC 0.03% Add +2.1% 535 $273K
TCI Wealth Advisors, Inc. 0.02% Add +4.5% 535 $273K
Ewa, LLC 0.07% Add +6.8% 535 $273K
Dark Forest Capital Management LP 0.01% New 534 $273K
CMH Wealth Management LLC 0.06% No change 533 $272K
Sharkey, Howes & Javer 0.03% No change 533 $272K
Delta Investment Management, LLC 0.05% Reduce -17.0% 531 $271K
Reliant Investment Management, LLC 0.11% No change 528 $270K
Asset Advisory Group, Inc. 0.13% — 527 $269K
Norden Group LLC 0.03% Add +24.4% 525 $268K
White Knight Strategic Wealth Advisors, LLC 0.20% New 523 $267K
Elevation Point Wealth Partners, LLC 0.01% Reduce -36.1% 520 $266K
Trust Point Inc. 0.02% Add +14.9% 518 $265K
Resonant Capital Advisors, LLC 0.01% Add +9.4% 512 $262K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -17.6% 510 $261K
Alpha Cubed Investments, LLC 0.01% Add +0.2% 507 $259K
Hancock Whitney Corp. 0.00% Reduce -0.2% 507 $259K
Wayfinding Financial, LLC 0.11% Reduce -1.4% 505 $258K
Koshinski Asset Management, Inc. 0.02% Add +12.3% 502 $256K
OpenArc Corporate Advisory, LLC 0.00% — 501 $256K
Peck Wealth Management, LLC 0.24% No change 500 $255K
Garrison Point Advisors, LLC 0.11% No change 500 $255K
Cherokee Insurance Co 0.10% No change 500 $255K
Burke & Herbert Bank & Trust Co. 0.07% No change 500 $255K
Global Endowment Management, LP 0.03% Reduce -68.5% 499 $255K
Allen Capital Group, LLC 0.02% Add +5.7% 497 $254K
Florida Trust Wealth Management Co 0.01% Add +2.3% 492 $251K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -34.1% 489 $250K
Sage Mountain Advisors LLC 0.01% New 488 $249K
Optas, LLC 0.04% New 488 $249K
Klingman & Associates, LLC 0.01% Add +3.6% 488 $249K
Waterloo Capital, L.P. 0.02% New 484 $247K
Income Insurance Ltd 0.16% — 480 $245K
Patton Fund Management, Inc. 0.03% Reduce -6.5% 479 $245K
Evolve Private Wealth, LLC 0.01% — 479 $245K
Level Four Advisory Services, LLC 0.01% Add +7.7% 477 $244K
William Howard & Co Financial Advisors Inc 0.20% No change 475 $243K
Brave Warrior Advisors 0.01% No change 471 $241K
AMG National Trust Bank 0.01% No change 468 $239K
First Citizens Bank & Trust Co. 0.01% New 465 $238K
Facet Wealth, Inc. 0.00% Add +3.2% 452 $234K
Tocqueville Asset Management L.P. 0.00% Add +0.4% 457 $233K
NBT Bank, N.A. 0.01% Add +3.8% 956 $231K
Fire Capital Management LLC 0.12% New 453 $231K
AlphaCore Capital LLC 0.01% New 453 $231K
Cornerstone Wealth Group, LLC 0.02% Add +0.7% 451 $230K
CYBER HORNET ETFs LLC 0.14% Add +4.9% 450 $230K
Chesapeake Wealth Management 0.07% No change 450 $230K
Stratos Wealth Partners, LTD. 0.00% Add +3.7% 445 $228K
Ballast, Inc. 0.05% New 445 $227K
Mirabella Financial Services LLP 0.02% New 444 $227K
Grove Bank & Trust 0.03% No change 444 $227K
Atlantic Union Bankshares Corp 0.00% Add +10.1% 438 $224K
Quent Capital, LLC 0.02% Reduce -4.8% 437 $223K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -4.0% 437 $223K
Ipswich Investment Management Co., Inc. 0.05% No change 435 $222K
Gilbert & Cook, Inc. 0.03% Add +1.6% 435 $222K
Main Street Financial Solutions, LLC 0.02% Reduce -2.3% 433 $221K
Innova Wealth Partners 0.11% New 431 $220K
IFC Advisors LLC 0.03% Add +2.1% 431 $220K
Ascentis Independent Advisors 0.04% New 429 $219K
TD Private Client Wealth LLC 0.00% Add +6.7% 429 $219K
Versant Capital Management, Inc 0.03% Reduce -7.6% 428 $219K
Hilltop Holdings Inc. 0.01% Reduce -78.4% 426 $217K
Gerber Kawasaki Wealth & Investment Management 0.01% New 422 $216K
Wingate Wealth Advisors, Inc. 0.12% New 421 $215K
Crews Bank & Trust 0.03% Reduce -0.2% 420 $215K
Procyon Advisors, LLC 0.01% New 418 $213K
Odyssey Capital Advisors, Inc. 0.19% — 417 $213K
Systematic Alpha Investments, LLC 0.01% New 416 $213K
Pasadena Private Wealth, LLC 0.03% New 414 $211K
Red Wave Investments LLC 0.06% New 412 $210K
Moody LYNN Lieberson & Walker, LLC 0.01% New 410 $209K
Ameritas Advisory Services, LLC 0.01% Add +2300.0% 408 $209K
Triad Wealth Partners, LLC 0.02% New 408 $208K
Sand Hill Global Advisors, LLC 0.01% New 408 $208K
Advus Financial Partners, LLC 0.05% New 406 $207K
Foundations Investment Advisors, LLC 0.00% Reduce -43.6% 405 $207K
Thrive Wealth Management, LLC 0.03% New 404 $207K
RM Financial Services, LLC 0.18% — 400 $204K
Alan B Lancz & Associates, Inc. 0.18% New 400 $204K
Latash Investments, LLC 0.14% New 400 $204K
Ti-Trust, Inc. 0.13% New 400 $204K
Aull & Monroe Investment Management Corp 0.10% New 400 $204K
Birchbrook, Inc. 0.10% No change 400 $204K
Advisory Resource Group 0.04% New 400 $204K
BTC Capital Management, Inc. 0.01% New 400 $204K
Atwood & Palmer Inc. 0.01% No change 400 $204K
Lester Murray Antman dba SimplyRich 0.05% New 400 $204K
McAdam, LLC 0.01% New 395 $202K
Invictus Private Wealth, LLC 0.01% Reduce -8.1% 395 $202K
Secure Asset Management, LLC 0.03% New 394 $201K
Simplex Trading, LLC 0.01% Add +816.3% 394 $201K
Cerro Pacific Wealth Advisors LLC 0.05% New 394 $201K
Arkadios Wealth Advisors 0.00% Reduce -23.7% 393 $201K
May Hill Capital, LLC 0.05% New 392 $200K
Human Investing LLC 0.03% Reduce -15.2% 392 $200K
Elyxium Wealth, LLC 0.06% New 391 $200K
Sentry Investment Management LLC 0.13% No change 382 $195K
Cromwell Holdings LLC 0.10% Add +5.8% 363 $185K
Aster Capital Management (DIFC) Ltd 0.08% New 356 $182K
Cary Street Partners Financial LLC 0.00% No change 351 $179K
Cary Street Partners Investment Advisory LLC 0.05% Add +6.7% 350 $179K
Summit Securities Group LLC 0.03% Add +30.1% 346 $177K
SageView Advisory Group, LLC 0.01% New 345 $176K
Brooklands Fund Management Ltd 0.09% — 332 $171K
Itau Unibanco Holding S.A. 0.00% Add +72.4% 331 $169K
Prosperity Bancshares Inc 0.15% — 317 $162K
CoreCap Advisors, LLC 0.01% Add +2.6% 317 $162K
Rossby Financial, LCC 0.05% Reduce -24.0% 316 $162K
Caitong International Asset Management Co., Ltd 0.04% Add +382.8% 309 $158K
Berbice Capital Management LLC 0.09% No change 300 $153K
Eastern Bank 0.00% No change 295 $151K
Basecamp Wealth Advisors LLC 0.03% — 293 $150K
JNBA Financial Advisors 0.01% No change 275 $140K
AdvisorNet Financial, Inc 0.01% No change 273 $139K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Add +26800.0% 269 $139K
Sound Income Strategies, LLC 0.01% Add +8.0% 256 $138K
Center for Financial Planning, Inc. 0.01% Add +97.1% 270 $138K
St Germain D J Co. Inc. 0.01% Add +20.1% 269 $137K
WPG Advisers, LLC 0.10% Reduce -7.7% 264 $135K
SouthState Bank Corp 0.01% Reduce -1.5% 256 $131K
North Star Investment Management Corp. 0.01% Add +4.2% 250 $128K
Maj Invest Holding A/S 0.01% Add +36.1% 245 $125K
Geneos Wealth Management Inc. 0.00% Add +29.3% 225 $115K
Spire Wealth Management 0.00% Add +619.4% 223 $114K
Cheviot Value Management, LLC 0.01% No change 220 $114K
Root Financial Partners, LLC 0.01% Add +22.4% 219 $112K
DV Equities, LLC 0.02% — 215 $110K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 210 $107K
Caden Capital Partners, LP 0.24% New 209 $107K
Private Trust Co. NA 0.01% Reduce -18.9% 201 $103K
Mb, Levis & Associates, LLC 0.04% No change 200 $102K
Resources Management Corp. /CT/ 0.01% No change 200 $102K
Deseret Mutual Benefit Administrators 0.04% No change 194 $99K
REAP Financial Group, LLC 0.02% Add +17.8% 185 $94K
Islay Capital Management, LLC 0.06% No change 183 $93K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -1.6% 180 $92K
TFC Financial Management, Inc. 0.01% No change 177 $90K
Coston, McIsaac & Partners 0.02% Reduce -2.2% 177 $90K
Your Advocates Ltd., LLP 0.03% Reduce -32.4% 171 $87K
Evelyn Partners Investment Management LLP 0.00% No change 170 $87K
Ancora Advisors LLC 0.00% Add +61.0% 169 $87K
DV Trading LLC 0.01% — 160 $82K
Physician Wealth Advisors, Inc. 0.01% Add +43.6% 158 $81K
Silvant Capital Management LLC 0.00% No change 157 $80K
Princeton Global Asset Management LLC 0.01% No change 154 $79K
Vision Financial Markets LLC 0.07% No change 143 $73K
Bell Investment Advisors, Inc 0.01% Reduce -2.2% 132 $67K
1015 Capital Partners, LLC 0.06% — 129 $66K
Generali Investments, Management Co LLC 0.01% No change 128 $65K
Phillip James Consulting Co. 1.15% — 125 $65K
Plante Moran Financial Advisors, LLC 0.00% Reduce -0.8% 125 $64K
Farmers & Merchants Investments Inc. 0.00% No change 120 $61K
Quantbot Technologies LP 0.00% New 119 $61K
Atlas Capital Advisors Inc. 0.01% — 118 $60K
Advantage Trust Co 0.03% No change 114 $58K
Raleigh Capital Management Inc. 0.02% Reduce -14.8% 109 $55K
Solstein Capital, LLC 0.02% No change 107 $55K
City State Bank 0.01% No change 106 $54K
Private Wealth Asset Management, LLC 0.01% No change 106 $54K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -5.3% 107 $54K
Wealth Enhancement Trust Services, Inc. 0.01% — 102 $52K
Darwin Wealth Management, LLC 0.02% Add +1.0% 101 $52K
MV Capital Management, Inc. 0.01% Add +1.0% 101 $52K
Navalign, LLC 0.01% New 100 $51K
Lavaca Capital LLC 0.01% No change 100 $51K
Albion Financial Group 0.00% No change 95 $49K
Maryland Capital Advisors Inc. 0.02% No change 94 $48K
McIlrath & Eck, LLC 0.00% No change 94 $48K
Quarry LP 0.01% New 92 $47K
Westfuller Advisors, LLC 0.02% Reduce -14.0% 92 $47K
Asset Planning,Inc 0.03% No change 89 $45K
JFS Wealth Advisors, LLC 0.00% Add +25.7% 88 $45K
Signature Equity Partners, LLC 0.02% — 84 $43K
Activest Wealth Management 0.01% Reduce -24.6% 83 $42K
Salomon & Ludwin, LLC 0.00% No change 78 $41K
GW&K Investment Management, LLC 0.00% Add +6.6% 81 $41K
Keating Financial Advisory Services, Inc. 0.01% — 80 $41K
Wealth Watch Advisors, INC 0.01% Add +16.2% 79 $40K
Covestor Ltd 0.02% Reduce -12.6% 76 $39K
Eagle Bay Advisors LLC 0.03% New 76 $39K
2UniFi Bank 0.02% Reduce -65.1% 68 $35K
Bogart Wealth, LLC 0.00% Add +5.1% 62 $32K
Kemnay Advisory Services Inc. 0.00% New 60 $31K
Rational Advisors, Inc. 0.00% Add +13.7% 58 $30K
Ares Financial Consulting, LLC 0.03% — 57 $29K
Caitlin John, LLC 0.02% Reduce -1.8% 56 $29K
Fortitude Family Office, LLC 0.01% Add +5.9% 54 $28K
Financial Management Professionals, Inc. 0.00% No change 54 $28K
Virtus Advisers, LLC 0.01% No change 53 $27K
Nalls Sherbakoff Group, LLC 0.02% New 52 $27K
Birchwood Financial Partners, Inc. 0.03% — 50 $26K
Asset Dedication, LLC 0.00% No change 47 $24K
Turning Point Benefit Group, Inc. 0.01% Reduce -8.2% 45 $23K
Oakworth Capital, Inc. 0.00% No change 45 $23K
ORG Partners LLC 0.00% Reduce -40.8% 45 $23K
Essential Partners LLC 0.01% Reduce -45.6% 43 $22K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 43 $22K
True Wealth Design, LLC 0.01% Reduce -10.6% 42 $21K
Sachetta, LLC 0.01% Reduce -63.6% 40 $20K
Perkins Coie Trust Co 0.00% No change 40 $20K
Private Wealth Management Group, LLC 0.01% No change 39 $20K
Westside Investment Management, Inc. 0.00% No change 40 $20K
Truvestments Capital LLC 0.00% Reduce -13.3% 39 $20K
Raffa Wealth Management, LLC 0.00% Add +21.9% 39 $20K
Horizon Financial Services, LLC 0.01% Add +15.2% 38 $19K
KERR FINANCIAL PLANNING Corp 0.03% No change 40 $19K
Legacy Bridge, LLC 0.01% Add +40.0% 35 $18K
Glen Eagle Advisors, LLC 0.00% Add +47.8% 34 $17K
Dogwood Wealth Management LLC 0.01% Add +47.8% 34 $17K
Howard Hughes Medical Institute 0.01% No change 33 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 33 $17K
Triumph Capital Management 0.00% New 32 $16K
IMG Wealth Management, Inc. 0.01% Add +39.1% 32 $16K
Aspect Partners, LLC 0.01% Reduce -34.7% 32 $16K
Avion Wealth 0.00% Reduce -8.6% 32 $16K
Highline Wealth Partners LLC 0.00% Add +82.3% 31 $16K
Cresta Advisors, Ltd. 0.01% New 31 $16K
Wilkerson Advisory Group LLC 0.01% — 31 $16K
Flagship Harbor Advisors, LLC 0.00% Reduce -95.4% 29 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $14K
United Community Bank 0.01% No change 27 $14K
Clearstead Trust, LLC 0.00% Reduce -50.0% 27 $14K
SHP Wealth Management 0.00% — 27 $14K
Abound Wealth Management 0.00% No change 26 $13K
Rosenberg Matthew Hamilton 0.00% No change 26 $13K
Park Place Capital Corp 0.00% No change 26 $13K
Avalon Trust Co 0.00% Reduce -19.4% 25 $13K
Kings Path Partners LLC 0.00% No change 25 $13K
Global Wealth Strategies & Associates 0.00% No change 25 $13K
Bare Financial Services, Inc 0.00% Add +4.3% 24 $12K
Rialto Wealth Management, LLC 0.00% Reduce -7.7% 24 $12K
LRI Investments, LLC 0.00% No change 24 $12K
Kilter Group LLC 0.01% Add +69.2% 22 $11K
Joseph Group Capital Management 0.00% New 22 $11K
High Note Wealth, LLC 0.00% Add +100.0% 22 $11K
SJS Investment Consulting Inc. 0.00% Add +320.0% 21 $11K
Clark Wealth Partners 0.01% No change 21 $11K
Steigerwald, Gordon & Koch Inc. 0.00% New 21 $11K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -25.0% 21 $11K
Hurley Capital, LLC 0.01% No change 20 $10K
First Pacific Financial 0.00% Add +25.0% 20 $10K
J.Safra Asset Management Corp 0.00% New 20 $10K
Cornerstone Financial Management LLC 0.01% — 19 $10K
Swiss Re Ltd. 0.00% — 19 $10K
Rakuten Securities, Inc. 0.00% Add +38.5% 18 $9K
Harbor Investment Advisory, LLC 0.00% No change 18 $9K
Archer Investment Corp 0.00% Reduce -96.6% 17 $9K
Frazier Financial Advisors, LLC 0.00% No change 16 $8K
Hughes Financial Services, LLC 0.00% Add +6.7% 16 $8K
Marquette Asset Management, LLC 0.00% Reduce -15.8% 16 $8K
Nemes Rush Group LLC 0.00% Add +45.5% 16 $8K
Meramec Financial Planners, LLC 0.00% — 17 $8K
Elevation Wealth Partners, LLC 0.00% Add +36.4% 15 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 14 $7K
Colonial Trust Co / SC 0.00% No change 14 $7K
First Command Advisory Services, Inc. 0.00% Add +133.3% 14 $7K
Adirondack Trust Co. 0.00% New 14 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 14 $7K
PFS Partners, LLC 0.00% No change 13 $7K
Riverview Trust Co 0.01% New 13 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $7K
Greenline Wealth Management LLC 0.01% — 13 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $6K
Nova Wealth Management, Inc. 0.00% No change 12 $6K
Torren Management, LLC 0.00% — 12 $6K
HighMark Wealth Management LLC 0.00% No change 11 $6K
Valued Wealth Advisors LLC 0.00% Add +25.0% 10 $5K
Bruce G. Allen Investments, LLC 0.00% Add +11.1% 10 $5K
Clayton Financial Group LLC 0.00% New 10 $5K
Lodestone Wealth Management LLC 0.00% New 9 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 9 $5K
Evelyn Partners Asset Management Ltd 0.00% No change 9 $5K
Prestige Wealth Management Group LLC 0.00% No change 9 $5K
Motco 0.00% Reduce -91.7% 9 $5K
Pacific Center for Financial Services 0.00% No change 9 $4K
Principia Wealth Advisory, LLC 0.00% No change 8 $4K
MPWM Advisory Solutions, LLC 0.00% No change 8 $4K
Optima Capital LLC 0.00% New 8 $4K
Longfellow Investment Management Co. LLC 0.00% Add +60.0% 8 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 8 $4K
Chilton Capital Management LLC 0.00% New 8 $4K
Altshuler Shaham Ltd 0.00% No change 8 $4K
Corsicana & Co. 0.00% No change 7 $4K
Nvwm, LLC 0.00% Add +16.7% 7 $4K
Elevated Capital Advisors, LLC 0.00% New 7 $4K
Signature Resources Capital Management, LLC 0.00% No change 6 $3K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $3K
Wolff Wiese Magana LLC 0.00% No change 5 $3K
Legacy Wealth Managment, LLC 0.00% New 5 $3K
American Capital Advisory, LLC 0.00% Reduce -16.7% 5 $3K
WestEnd Advisors, LLC 0.00% Add +66.7% 5 $3K
Pacifica Partners Inc. 0.00% New 5 $2K
Advocate Investing Services LLC 0.00% — 4 $2K
Aventura Private Wealth, LLC 0.00% Add +33.3% 4 $2K
Tompkins Financial Corp. 0.00% New 4 $2K
Capula Management Ltd 0.00% New 4 $2K
Investors Portfolio Services LLC 0.00% — 4 $2K
TD Capital Management LLC 0.00% No change 3 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 3 $2K
Whipplewood Advisors, LLC 0.00% New 3 $2K
HFM Investment Advisors, LLC 0.00% No change 3 $2K
BankPlus Trust Department 0.00% No change 3 $2K
Mascoma Wealth Management LLC 0.00% New 3 $2K
Cedar Mountain Advisors, LLC 0.00% No change 3 $2K
Stone House Investment Management, LLC 0.00% Add +50.0% 3 $2K
1620 Investment Advisors, Inc. 0.00% Reduce -88.9% 2 $2K
Atlantic Private Wealth, LLC 0.00% New 2 $1K
Golden State Wealth Management, LLC 0.00% No change 2 $1K
Financial Network Wealth Advisors LLC 0.00% No change 2 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $1K
Seneschal Advisors, LLC 0.00% No change 2 $1K
Anfield Capital Management, LLC 0.00% No change 2 $1K
Quaker Wealth Management, LLC 0.00% No change 2 $1K
Arcadia Investment Management Corp. 0.00% New 2 $1K
Country Trust Bank 0.00% No change 2 $1K
Heritage Wealth Advisors 0.00% No change 2 $1K
Bellevue Asset Management, LLC 0.00% New 2 $1K
Winthrop Capital Management, LLC 0.00% Reduce -33.3% 2 $1K
Valley National Advisers Inc. 0.00% Reduce -66.7% 3 $1K
Battery Global Advisors, LLC 0.00% New 3 $533
Quattro Advisors LLC 0.00% — 1 $514
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $511
Davis Capital Management 0.00% Reduce -50.0% 1 $511
Winnacle Wealth LLC 0.00% Reduce -80.0% 1 $511
Breakwater Investment Management 0.00% No change 1 $511
Toth Financial Advisory Corp. 0.00% New 1 $511
West Branch Capital LLC 0.00% No change 1 $511
DecisionPoint Financial, LLC 0.00% No change 1 $511
IMA Advisory Services, Inc. 0.00% No change 1 $510
Y.D. More Investments Ltd 0.00% Reduce -10.5% 111 $178

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