Moody'sMCO

13F holders, Q1 2026 (March 31)
1,387holders −39
129new positions
169sold out
21famous investors
$436.09avg. 13F price*

At the end of Q1 2026, 1,387 institutions reported holding Moody's Corp. (MCO) in their 13F filings, down 39 from Q4 2025. 129 opened new positions and 169 sold out. The largest holders were Berkshire Hathaway ($10.8B), TCI Fund Management ($6.3B) and BlackRock, Inc. ($5.7B). 21 famous investors held it, including Dev Kantesaria (17.0% of Valley Forge Capital Management's portfolio), Chris Hohn (13.8% of TCI Fund Management's portfolio) and Chuck Akre (8.9% of Akre Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions129$643.7M
Exits169$875.6M

All 13F filers, Q4 2025 → Q1 2026: 10,457,982 shares bought and 10,239,325 shares sold, net +218,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,387 holders

Berkshire Hathaway 4.09% No change 24,669,778 $10.8B
TCI Fund Management 13.84% Add +7.7% 14,334,027 $6.3B
BlackRock, Inc. 0.10% Reduce -6.4% 13,127,824 $5.7B
Vanguard Capital Management LLC 0.11% — 9,885,316 $4.3B
State Street Corp. 0.11% Add +0.1% 7,138,837 $3.1B
FMR LLC 0.11% Reduce -8.9% 4,986,752 $2.2B
Geode Capital Management, LLC 0.11% Add +2.9% 4,081,564 $1.8B
Vanguard Portfolio Management LLC 0.09% — 3,882,472 $1.7B
Fiera Capital Corp 3.52% Reduce -0.7% 2,356,454 $1.0B
PineStone Asset Management Inc. 7.21% Reduce -1.1% 2,349,784 $1.0B
Bank of New York Mellon Corp 0.19% Add +3.2% 2,349,281 $1.0B
Morgan Stanley 0.06% Reduce -2.0% 2,322,297 $1.0B
Goldman Sachs Group Inc. 0.12% Add +45.1% 2,156,959 $941.0M
T. Rowe Price Associates Inc. 0.09% Add +6.7% 1,830,758 $798.7M
Northern Trust Corp. 0.10% Add +4.0% 1,752,888 $764.7M
Egerton Capital (UK) LLP 7.48% Add +99.8% 1,545,670 $674.3M
Massachusetts Financial Services Co. 0.20% Add +1.3% 1,328,012 $605.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -1.0% 1,387,075 $605.1M
Windacre Partnership LLC 6.22% Add +19.1% 1,332,900 $581.5M
Valley Forge Capital Management 17.02% Reduce -0.0% 1,317,188 $574.6M
Akre Capital Management 8.89% Reduce -28.2% 1,246,114 $543.6M
Charles Schwab Investment Management Inc. 0.08% Add +3.2% 1,146,533 $500.2M
Rothschild & Co Wealth Management UK Ltd 7.40% Reduce -0.7% 1,108,934 $483.8M
Principal Financial Group Inc. 0.25% Add +72.5% 1,081,807 $472.0M
Legal & General Group Plc 0.11% Reduce -13.1% 1,044,841 $455.8M
Invesco Ltd. 0.04% Add +2.0% 1,029,091 $448.9M
Vanguard Fiduciary Trust Co. 0.10% — 883,679 $385.5M
Dimensional Fund Advisors LP 0.08% Add +7.2% 882,973 $385.2M
Schroder Investment Management Group 0.32% Add +57.8% 890,699 $384.8M
Altarock Partners LP 9.11% Add +5.8% 862,036 $376.1M
Amundi 0.10% Reduce -7.1% 842,967 $367.7M
Ninety One UK Ltd 0.85% Add +0.5% 840,302 $366.6M
Royal Bank of Canada 0.07% Reduce -0.4% 786,943 $343.3M
Baillie Gifford & Co. 0.34% Add +11.2% 764,266 $333.4M
Deutsche Bank AG 0.11% Add +6.5% 746,867 $325.8M
Barclays PLC 0.11% Reduce -38.3% 709,825 $309.7M
Longview Partners (Guernsey) LTD 4.39% Reduce -26.6% 709,634 $309.6M
Allen Investment Management, LLC 3.79% Reduce -2.5% 701,813 $306.2M
Neuberger Berman Group LLC 0.23% Add +2.6% 680,927 $297.1M
Bank of America Corp. 0.02% Reduce -15.2% 671,947 $293.1M
Nuveen, LLC 0.08% Reduce -7.0% 659,944 $287.9M
Stifel Financial Corp. 0.26% Reduce -2.6% 655,920 $286.2M
Russell Investments Group, Ltd. 0.29% Add +7.0% 614,364 $267.8M
APG Asset Management N.V. 0.82% Add +20.2% 684,104 $259.0M
UBS Group AG 0.05% Add +42.2% 588,848 $256.9M
Nordea Investment Management AB 0.22% Add +1.0% 558,311 $239.4M
JPMorgan Chase & Co. 0.02% Add +10.2% 546,149 $236.0M
Marshfield Associates 4.71% Reduce -4.4% 538,993 $235.1M
BLS Capital Fondsmaeglerselskab A/S 7.70% Add +91.9% 518,183 $226.1M
Ako Capital LLP 4.36% Reduce -30.6% 510,824 $222.8M
BNP Paribas Financial Markets 0.15% Add +164.2% 504,423 $220.1M
National Pension Service 0.17% Reduce -2.9% 499,293 $217.8M
HSBC Holdings PLC 0.12% Add +1.7% 459,565 $200.4M
Local Pensions Partnership Investment Ltd 4.26% Reduce -3.1% 451,568 $197.1M
AQR Capital Management 0.09% Add +466.4% 451,090 $196.8M
Envestnet Asset Management Inc. 0.05% Add +6.1% 427,526 $186.5M
Storebrand Asset Management As 0.52% Reduce -9.6% 411,894 $179.7M
Cantillon Capital Management LLC 1.14% Reduce -11.9% 392,513 $171.2M
Canoe Financial LP 2.33% Reduce -8.0% 391,882 $171.0M
First Trust Advisors LP 0.12% Reduce -7.0% 388,309 $169.4M
Skye Global Management LP 3.46% Add +6.2% 368,000 $160.5M
Caisse de depot et placement du Quebec 0.26% Add +50.8% 366,884 $160.1M
Generation Investment Management LLP 1.43% Add +62.2% 366,361 $159.8M
Voya Investment Management LLC 0.19% Reduce -15.5% 362,497 $158.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +7.6% 355,176 $154.9M
Ameriprise Financial Inc. 0.04% Add +16.5% 345,075 $150.6M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -5.3% 345,042 $150.5M
Evergreen Quality Fund GP, Ltd. 3.37% Reduce -50.0% 337,200 $147.1M
Vanguard Global Advisers, LLC 0.08% — 335,650 $146.4M
Rhumbline Advisers 0.11% Reduce -0.6% 304,762 $133.0M
SG Americas Securities, LLC 0.15% Add +111.6% 300,036 $130.9M
Voloridge Investment Management, LLC 0.52% Add +439.8% 297,370 $129.7M
DF Dent & Co. Inc. 2.47% Reduce -16.1% 295,401 $128.9M
California Public Employees Retirement System 0.08% Add +0.1% 294,426 $128.4M
Sarasin & Partners LLP 1.53% Reduce -30.3% 287,785 $125.5M
Lazard Asset Management LLC 0.21% Add +5102.9% 286,213 $124.9M
Robeco Institutional Asset Management B.V. 0.17% Add +64.6% 276,525 $120.6M
Newport Trust Company, LLC 0.29% Reduce -1.7% 272,656 $118.9M
Natixis Advisors, LLC 0.17% Add +62.0% 272,202 $118.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% — 271,931 $118.6M
King Luther Capital Management Corp. 0.49% Reduce -1.4% 259,620 $113.3M
Sei Investments Co. 0.10% Add +11.4% 256,458 $111.9M
D. E. Shaw & Co. 0.09% Add +48.9% 248,431 $108.4M
California State Teachers Retirement System 0.11% Reduce -2.7% 238,947 $104.2M
Arrowstreet Capital, Limited Partnership 0.06% Add +124.5% 238,234 $103.9M
Bristol John W & Co. Inc. 1.65% Reduce -1.2% 230,261 $100.5M
HighTower Advisors, LLC 0.11% Reduce -4.4% 227,463 $99.2M
National Bank of Canada 0.10% Reduce -18.0% 222,894 $97.3M
Jones Financial Companies LLLP 0.05% Add +1546.4% 222,694 $94.6M
Markel Group 0.78% No change 213,890 $93.3M
Congress Asset Management Co. 0.67% Reduce -2.0% 213,331 $93.1M
New York State Common Retirement Fund 0.12% No change 198,358 $86.5M
Chilton Investment Co. Inc. 2.01% Reduce -6.9% 196,399 $85.7M
Alliancebernstein L.P. 0.03% Reduce -0.5% 161,854 $82.7M
Prana Capital Management, LP 2.49% New 186,187 $81.2M
Canada Pension Plan Investment Board 0.05% Reduce -31.0% 185,744 $81.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Reduce -4.0% 181,695 $79.2M
Ycg, LLC 6.91% Reduce -3.3% 174,963 $76.3M
PFA Pension, Forsikringsaktieselskab 0.23% Add +3.5% 174,416 $76.1M
Wells Fargo & Company 0.01% Add +104.0% 168,933 $73.7M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +7.7% 167,790 $73.2M
Aviva PLC 0.12% Reduce -44.6% 165,926 $72.4M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -12.8% 160,577 $70.1M
Citigroup Inc. 0.04% Add +22.5% 160,268 $69.9M
Barr E S & Co. 4.06% Reduce -1.2% 159,864 $69.7M
Aberdeen Group plc 0.11% Add +0.1% 156,419 $68.2M
Bank of Montreal 0.03% Reduce -0.3% 155,686 $67.9M
Los Angeles Capital Management LLC 0.27% Add +2860.3% 155,624 $67.9M
Schwartz Investment Counsel Inc. 2.37% Add +29.4% 153,000 $66.7M
Captrust Financial Advisors 0.11% Add +27.1% 145,331 $63.4M
Bristol Gate Capital Partners Inc. 4.06% Reduce -6.9% 144,288 $62.9M
Armstrong Henry H Associates Inc. 6.41% Reduce -0.1% 144,120 $62.9M
State Board of Administration of Florida Retirement System 0.11% Reduce -1.3% 139,815 $61.0M
Adage Capital Partners Gp, L.L.C. 0.09% Add +2.0% 137,454 $60.0M
PNC Financial Services Group, Inc. 0.03% Reduce -2.5% 134,569 $58.7M
Marshall Wace, LLP 0.06% New 131,265 $57.3M
Caledonia Investments PLC 6.62% Add +9.3% 129,800 $56.6M
Susquehanna Fundamental Investments, LLC 2.12% Add +927.1% 129,606 $56.5M
KBC Group NV 0.14% Add +1.2% 129,172 $56.4M
Raymond James Financial Inc. 0.02% Reduce -38.4% 129,289 $56.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.05% Add +7.4% 128,307 $56.0M
CANADA LIFE ASSURANCE Co 0.10% Reduce -0.2% 127,254 $55.7M
New York State Teachers Retirement System 0.11% No change 124,559 $54.3M
Westfield Capital Management Co. LP 0.23% Add +4.5% 123,603 $53.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -7.7% 122,482 $53.4M
Manning & Napier Advisors LLC 0.75% Reduce -49.0% 121,671 $53.1M
GFI Investment Counsel Ltd. 7.18% Reduce -23.9% 120,472 $52.6M
Rings Capital Management LLC 28.13% No change 120,000 $52.4M
Acadian Asset Management LLC 0.07% Reduce -61.1% 119,874 $52.3M
Pictet Asset Management Holding SA 0.05% Add +12.0% 119,174 $52.0M
Himalaya Capital Management 1.61% New 117,784 $51.4M
Jane Street Group, LLC 0.06% Add +802.9% 117,760 $51.4M
Lazard Freres Gestion S.A.S. 1.01% Reduce -5.4% 117,168 $51.1M
Renaissance Technologies 0.08% New 112,080 $48.9M
Teacher Retirement System of Texas 0.20% Add +18.0% 111,855 $48.8M
DekaBank Deutsche Girozentrale 0.08% No change 109,449 $48.1M
Franklin Resources Inc. 0.01% Reduce -48.3% 107,709 $47.0M
Korea Investment CORP 0.10% Add +5.1% 107,470 $46.9M
Baskin Financial Services Inc. 3.74% Reduce -0.7% 104,813 $45.7M
Quantinno Capital Management LP 0.08% Add +39.0% 104,264 $45.5M
1832 Asset Management L.P. 0.06% Add +12.4% 104,079 $45.4M
Coalescence Partners Investment Management, LP 9.77% New 103,575 $45.2M
Prudential Financial Inc. 0.05% Add +30.5% 101,824 $44.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -9.3% 100,937 $44.0M
Quantum Capital Management, LLC / NJ 5.57% Add +18.9% 99,704 $43.5M
Man Group plc 0.09% Reduce -26.6% 99,316 $43.3M
Bowie Capital Management, LLC 2.01% Reduce -15.9% 97,087 $42.4M
Danske Bank A/S 0.10% Reduce -1.5% 94,595 $41.3M
State of Wisconsin Investment Board 0.09% Add +6.6% 93,203 $40.7M
Mar Vista Investment Partners LLC 4.02% Add +5.2% 92,070 $40.2M
Gillson Capital LP 3.23% Reduce -29.1% 90,388 $39.4M
Qube Research & Technologies Ltd 0.06% Reduce -66.9% 89,723 $39.1M
First Manhattan Co. Llc. 0.11% Reduce -1.7% 89,302 $39.0M
TD Asset Management Inc 0.03% Reduce -79.8% 88,839 $38.8M
Junto Capital Management LP 0.82% New 88,221 $38.5M
Square Wave Capital, LLC 9.13% Reduce -25.2% 86,500 $37.7M
Tidal Investments LLC 0.12% Add +17.1% 86,247 $37.6M
Royal London Asset Management Ltd. 0.08% Add +14.8% 85,249 $37.2M
Credit Agricole S A 0.12% Reduce -9.4% 83,266 $36.3M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -2.3% 82,105 $35.8M
Ironvine Capital Partners, LLC 3.93% Reduce -0.2% 81,847 $35.7M
Citadel Advisors 0.03% Reduce -72.4% 81,516 $35.6M
Bank of Nova Scotia 0.06% Reduce -8.1% 81,270 $35.5M
XXEC, Inc. 6.18% Add +484.4% 69,245 $35.2M
Summitry LLC 1.23% Add +0.1% 80,041 $34.9M
KLP Kapitalforvaltning As 0.14% Add +5.0% 79,981 $34.9M
Vanguard Investments Australia, Ltd. 0.10% — 79,794 $34.8M
Fifth Third Bancorp 0.06% Add +135.7% 79,163 $34.5M
BI Asset Management Fondsmaeglerselskab A/S 0.36% Add +8.3% 79,076 $34.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% Add +65.8% 77,513 $33.8M
Capital Fund Management S.A. 0.29% Add +146.6% 75,466 $32.9M
BRX Global LP 42.57% Add +25.3% 74,868 $32.7M
Public Employees Retirement System of Ohio 0.11% Reduce -1.8% 74,699 $32.6M
Focus Partners Wealth 0.04% Add +12.6% 73,899 $32.3M
CIBC Bancorp USA Inc. 0.04% — 72,682 $31.7M
Asset Management One Co., Ltd. 0.09% Reduce -0.3% 72,575 $31.7M
Allianz Asset Management GmbH 0.04% Add +123.7% 71,433 $31.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +0.8% 71,068 $31.0M
Mariner, LLC 0.04% Add +36.3% 70,716 $30.8M
Banque Pictet & Cie SA 0.36% Reduce -3.8% 70,672 $30.8M
Two Sigma Investments, LP 0.03% Reduce -66.3% 70,460 $30.7M
Agf Management Ltd. 0.14% Add +25.9% 70,285 $30.7M
Swedbank AB 0.03% Reduce -2.4% 67,214 $29.3M
Blair William & Co. 0.08% Add +164.1% 66,954 $29.2M
Ninety One North America, Inc. 1.31% Add +1.8% 66,644 $29.1M
Zacks Investment Management 0.23% Reduce -1.7% 66,568 $29.0M
Treasurer of the State of North Carolina 0.09% Add +2.2% 66,552 $29.0M
Toronto Dominion Bank 0.06% Reduce -37.9% 64,760 $28.3M
Mackenzie Financial Corp. 0.03% Reduce -2.8% 63,073 $27.5M
Mn Services Vermogensbeheer B.V. 0.18% Reduce -0.8% 62,420 $27.2M
Nomura Asset Management Co. Ltd. 0.07% Add +1.5% 62,252 $27.2M
Cullen/Frost Bankers, Inc. 0.31% Add +0.6% 62,149 $27.1M
Renaissance Group LLC 1.12% Reduce -2.9% 61,486 $26.8M
LPL Financial LLC 0.01% Reduce -52.0% 61,152 $26.7M
Holocene Advisors, LP 0.06% Reduce -74.8% 60,924 $26.6M
Nisa Investment Advisors, LLC 0.10% Reduce -13.8% 59,567 $26.0M
Ensign Peak Advisors, Inc 0.05% Add +16.9% 58,716 $25.6M
Cercano Management LLC 1.08% No change 57,368 $25.0M
J. Safra Sarasin Holding AG 0.43% Reduce -31.8% 57,305 $25.0M
Candriam S.C.A. 0.13% Add +107.0% 55,674 $24.3M
State of New Jersey Common Pension Fund D 0.09% Reduce -1.0% 55,300 $24.1M
Victory Capital Management Inc. 0.02% Reduce -0.1% 55,216 $24.1M
Gabelli Funds LLC 0.16% Add +5.8% 54,638 $23.8M
Norris Perne & French LLP 1.16% Reduce -1.2% 54,592 $23.8M
Obermeyer Wealth Partners 1.09% New 54,448 $23.8M
Handelsbanken Fonder AB 0.08% Reduce -0.3% 54,315 $23.7M
Flossbach Von Storch SE 0.11% Reduce -37.2% 54,137 $23.6M
Mediolanum International Funds Ltd 0.25% Add +8.1% 54,649 $23.6M
Cerity Partners LLC 0.03% Add +34.1% 54,097 $23.6M
M&T Bank Corp 0.08% Reduce -2.1% 53,316 $23.3M
Hikari Power Ltd 2.02% No change 53,040 $23.1M
11 Capital Partners LP 7.47% Add +20.4% 52,886 $23.1M
Trexquant Investment LP 0.17% New 52,362 $22.8M
Assenagon Asset Management S.A. 0.04% Reduce -76.2% 52,147 $22.7M
Bluegrass Capital Partners LP 16.35% Add +23.8% 52,000 $22.7M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -0.4% 51,510 $22.5M
Resona Asset Management Co.,Ltd. 0.11% Add +1.1% 51,559 $22.5M
Vancity Investment Management Ltd 3.55% Reduce -8.6% 51,219 $22.3M
State of Tennessee, Department of Treasury 0.08% Reduce -9.3% 51,198 $22.3M
Unio Capital LLC 4.77% Add +4.0% 51,008 $22.3M
Welch & Forbes LLC 0.29% Add +1.2% 50,795 $22.2M
Picton Mahoney Asset Management 0.23% Add +6781.0% 50,782 $22.2M
BLI - Banque de Luxembourg Investments 0.66% No change 43,293 $22.0M
O'shaughnessy Asset Management, LLC 0.11% Add +5.8% 50,226 $21.9M
Select Equity Group, L.P. 0.12% Reduce -3.3% 49,558 $21.6M
Swiss Life Asset Management Ltd 0.11% Add +6.4% 49,494 $21.6M
Makena Capital Management LLC 2.47% Add +27.1% 49,058 $21.4M
Natixis 0.09% Add +103.0% 49,028 $21.4M
Wellington Management Group LLP 0.00% Reduce -40.5% 48,972 $21.4M
Tredje AP-fonden 0.12% New 48,875 $21.3M
Eurizon Capital SGR S.p.A. 0.07% Add +1.4% 48,862 $21.3M
Zurich Insurance Group Ltd 0.16% Add +86.8% 47,567 $20.8M
CI Investments Inc. 0.10% Reduce -71.6% 47,220 $20.6M
Campbell Newman Asset Management Inc. 1.67% Add +1.0% 47,057 $20.5M
Vinva Investment Management Ltd 0.25% New 47,243 $20.4M
Perigon Wealth Management, LLC 0.37% Reduce -16.3% 46,271 $20.2M
Thrivent Financial for Lutherans 0.04% Reduce -1.0% 45,629 $19.9M
Xponance LLC 0.14% Add +8.9% 45,341 $19.8M
Fiduciary Group, LLC 1.69% Add +0.1% 45,287 $19.8M
Osaic Holdings, Inc. 0.03% Reduce -0.1% 44,581 $19.5M
Creative Planning 0.01% Add +26.1% 44,576 $19.4M
Arizona State Retirement System 0.11% Reduce -3.2% 43,989 $19.2M
UniSuper Management Pty Ltd 0.12% Reduce -13.0% 43,767 $19.1M
Public Sector Pension Investment Board 0.06% Reduce -25.7% 43,647 $19.0M
MetLife Investment Management, LLC 0.10% Reduce -3.2% 42,901 $18.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.18% Reduce -10.4% 42,390 $18.5M
CIBC Asset Management Inc 0.05% Add +5.3% 42,329 $18.5M
State of Michigan Retirement System 0.10% Reduce -0.2% 42,106 $18.4M
Varma Mutual Pension Insurance Co 0.11% No change 41,866 $18.3M
Czech National Bank 0.12% Add +3.3% 41,784 $18.2M
Gotham Asset Management 0.06% Add +42.0% 41,634 $18.2M
Kestra Advisory Services, LLC 0.07% Reduce -6.2% 40,054 $17.5M
Janus Henderson Group PLC 0.01% Reduce -94.1% 40,027 $17.5M
Maestria Partners LLC 6.37% New 40,000 $17.4M
Pinebridge Investments LLC 0.14% Add +3.7% 37,976 $16.6M
Van Eck Associates Corp. 0.01% Add +2.4% 37,392 $16.3M
Bank Pictet & Cie (Europe) AG 0.35% Reduce -12.1% 37,327 $16.3M
Rafferty Asset Management, LLC 0.07% Reduce -20.3% 37,298 $16.3M
DNB Asset Management AS 0.06% Add +10.0% 36,679 $16.0M
American Century Companies Inc. 0.01% Add +13.4% 36,586 $16.0M
Baron Capital (BAMCO) 0.05% Add +1.5% 36,232 $15.8M
GHP Investment Advisors, Inc. 0.65% Reduce -1.9% 36,173 $15.8M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -14.4% 36,063 $15.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +29.2% 35,979 $15.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +0.1% 35,739 $15.6M
Federation des caisses Desjardins du Quebec 0.06% Add +3.9% 35,495 $15.5M
Cibc World Market Inc. 0.03% Add +4.9% 35,243 $15.4M
SEB Asset Management AB 0.07% — 34,971 $15.3M
Oxbow Advisors, LLC 1.30% Add +1.5% 34,555 $15.1M
Generate Investment Management Ltd 0.73% Reduce -11.7% 33,885 $14.8M
Progressive Investment Management Corp 3.88% Add +0.1% 33,690 $14.7M
ProShare Advisors LLC 0.02% Add +3.0% 33,310 $14.5M
STRS Ohio 0.06% Reduce -5.8% 33,172 $14.5M
AE Wealth Management LLC 0.08% Add +1.8% 32,855 $14.3M
Retirement Systems of Alabama 0.05% Reduce -0.2% 32,581 $14.2M
Amalgamated Bank 0.11% Reduce -3.1% 32,445 $14.2M
Tokio Marine Asset Management Co. Ltd. 0.50% Add +17.3% 31,907 $13.9M
Hikari Tsushin, Inc. 0.95% No change 31,689 $13.8M
Andra AP-fonden 0.16% Add +445.5% 31,639 $13.8M
Cetera Investment Advisers 0.01% Reduce -2.9% 31,537 $13.8M
Premier Fund Managers Ltd 0.97% New 31,724 $13.7M
Daiwa Securities Group Inc. 0.04% Reduce -0.0% 31,316 $13.7M
Worldquant Millennium Advisors LLC 0.05% Add +185.6% 31,098 $13.6M
IFM Investors Pty Ltd 0.11% Add +3.0% 31,012 $13.5M
Brown Advisory Inc. 0.02% Reduce -5.2% 30,386 $13.3M
Woodline Partners LP 0.05% Add +15.2% 30,331 $13.2M
Janney Montgomery Scott LLC 0.03% Reduce -2.2% 30,322 $13.2M
Ingalls & Snyder LLC 0.46% Reduce -0.3% 29,894 $13.0M
Donaldson Capital Management, LLC 0.42% Add +2.7% 29,786 $13.0M
Vident Advisory, LLC 0.11% Add +7.0% 29,581 $12.9M
Troy Asset Management Ltd 0.37% Reduce -1.4% 28,522 $12.4M
Lansing Management LP 8.02% Add +2.6% 27,679 $12.1M
USS Investment Management Ltd 0.05% Add +2.4% 27,481 $12.0M
Raub Brock Capital Management LP 3.03% Add +13.2% 27,429 $12.0M
MUFG Securities EMEA plc 0.18% Add +333.9% 27,290 $11.9M
Aquamarine Capital (Aquamarine Zurich) 8.71% No change 27,000 $11.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +79.2% 49,352 $11.6M
Corient Private Wealth LP 0.02% Reduce -42.2% 26,915 $11.5M
Pathstone Holdings, LLC 0.05% Add +0.8% 25,965 $11.3M
Vanguard Personalized Indexing Management, LLC 0.11% Reduce -1.2% 25,822 $11.3M
LBP Am SA 0.15% Reduce -34.5% 25,393 $11.1M
Utah Retirement Systems 0.11% Reduce -1.5% 25,274 $11.0M
Scotia Capital Inc. 0.05% Reduce -13.7% 25,266 $11.0M
Nicola Wealth Management LTD. 1.31% New 25,100 $10.9M
Wealthfront Advisers LLC 0.02% Add +20.1% 24,583 $10.7M
Commonwealth Equity Services, LLC 0.01% Add +0.4% 24,314 $10.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.16% Add +5.3% 24,238 $10.6M
Calamos Wealth Management LLC 0.37% Add +16.9% 24,196 $10.6M
Calamos Advisors LLC 0.05% New 24,196 $10.6M
Police & Firemen's Retirement System of New Jersey 0.09% Add +0.3% 23,935 $10.4M
Point72 Asset Management 0.02% Reduce -91.8% 23,800 $10.4M
Mercer Global Advisors Inc. 0.02% Add +9.2% 23,387 $10.2M
NorthCrest Asset Manangement, LLC 0.32% Reduce -37.1% 23,123 $10.2M
Oppenheimer & Co. Inc. 0.12% Add +106.6% 23,292 $10.2M
TD Waterhouse Canada Inc. 0.03% Add +309.2% 23,003 $10.1M
Rakuten Investment Management, Inc. 0.02% Add +12.7% 23,126 $10.0M
New York Life Investment Management LLC 0.08% Add +2.3% 22,795 $9.9M
US Bancorp \de 0.01% Reduce -14.8% 22,568 $9.8M
Gilder Gagnon Howe & Co. LLC 0.12% Add +174.9% 22,165 $9.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -22.8% 22,129 $9.7M
NEOS Investment Management LLC 0.05% Add +8.3% 21,963 $9.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +6.4% 21,953 $9.6M
Walter Public Investments Inc. 2.27% Reduce -52.4% 21,714 $9.5M
Ieq Capital, LLC 0.04% New 21,661 $9.4M
Schonfeld Strategic Advisors LLC 0.08% Reduce -73.3% 21,176 $9.2M
Nissay Asset Management Corp. /Japan 0.05% Add +0.8% 21,091 $9.2M
Empowered Funds, LLC 0.06% New 20,926 $9.1M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.2% 20,583 $9.0M
Squarepoint Ops LLC 0.02% Reduce -25.6% 20,264 $8.8M
Ethic Inc. 0.14% Reduce -15.6% 20,110 $8.8M
Johnson Financial Group, Inc. 0.32% Add +15.3% 20,080 $8.8M
Loomis Sayles & Co. L P 0.01% Add +11.3% 20,046 $8.7M
Long Corridor Asset Management Ltd 2.67% New 20,000 $8.7M
Elo Mutual Pension Insurance Co 0.14% Reduce -19.1% 19,707 $8.6M
Erste Asset Management GmbH 0.08% Add +116.4% 19,780 $8.5M
Ninety One SA (Pty) Ltd 0.36% Add +1.4% 19,476 $8.4M
Alps Advisors Inc. 0.04% Reduce -0.5% 19,103 $8.3M
Oppenheimer Asset Management Inc. 0.09% Reduce -1.0% 19,057 $8.3M
Vontobel Holding Ltd. 0.03% Reduce -5.4% 19,009 $8.3M
&partners 0.04% Add +15.2% 18,946 $8.3M
Truist Financial Corp. 0.01% Reduce -4.7% 18,954 $8.3M
BNP Paribas 0.26% Add +30.8% 18,744 $8.2M
Y-Intercept (Hong Kong) Ltd 0.15% Add +207.0% 18,563 $8.1M
Strategic Global Advisors, LLC 1.27% Reduce -2.4% 18,175 $7.9M
QRG Capital Management, Inc. 0.08% Add +15.2% 18,005 $7.9M
Tower Bridge Advisors 0.76% Add +11.2% 17,997 $7.9M
Oregon Public Employees Retirement Fund 0.10% Add +0.1% 17,584 $7.7M
NatWest Group plc 1.66% Add +3.1% 17,545 $7.7M
Mutual of America Capital Management LLC 0.09% Add +5.8% 17,427 $7.6M
Bayberry Capital Partners LP 2.50% New 17,340 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -49.3% 17,190 $7.5M
Douglass Winthrop Advisors, LLC 0.14% Add +5.5% 17,189 $7.5M
Carderock Capital Management Inc. 1.84% Reduce -2.9% 17,063 $7.4M
Castleark Management LLC 0.24% New 16,900 $7.4M
Obion Capital Management LP 7.25% Add +9.8% 16,843 $7.3M
Crown Oak Advisors, LLC 3.66% Add +1.8% 16,747 $7.3M
GAMCO Investors 0.07% Add +9.4% 16,536 $7.2M
OP Asset Management Ltd 0.07% Reduce -6.8% 16,379 $7.1M
Lido Advisors, LLC 0.03% Reduce -3.8% 16,290 $7.1M
Sterling Investment Management, LLC 4.22% Add +48.4% 16,126 $7.0M
Macquarie Group Ltd. 0.04% Reduce -49.2% 16,089 $7.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -63.3% 16,059 $7.0M
Yousif Capital Management, LLC 0.08% Reduce -3.2% 16,030 $7.0M
Milestones Administradora de Recursos Ltda. 1.82% Add +151.1% 15,954 $7.0M
Rockefeller Capital Management L.P. 0.01% Add +17.7% 15,889 $6.9M
Pragma Gestao DE Patrimonio Ltd. 3.64% Reduce -28.2% 15,800 $6.9M
Stanley Capital Management, LLC 1.15% No change 15,758 $6.9M
Evoke Wealth, LLC 0.13% Reduce -28.8% 15,599 $6.8M
Keybank National Association 0.02% Add +14.5% 15,568 $6.8M
Oddo BHF Asset Management Sas 0.27% Add +4.2% 15,527 $6.8M
Bessemer Group Inc. 0.01% Add +28.2% 15,474 $6.8M
State of Alaska, Department of Revenue 0.07% No change 15,235 $6.6M
Blue Zone Wealth Advisors, LLC 1.35% Reduce -0.4% 15,228 $6.6M
Van Lanschot Kempen Investment Management N.V. 0.06% New 15,216 $6.6M
Quadrature Capital Ltd 0.08% New 15,002 $6.5M
SummitTX Capital, L.P. 0.21% Add +980.9% 14,722 $6.4M
Kintegral Advisory, LLC 0.60% Reduce -4.2% 14,623 $6.4M
Cinctive Capital Management LP 0.41% New 14,145 $6.2M
AdvisorShares Investments LLC 1.12% Reduce -7.5% 14,138 $6.2M
Park State Asset Management 4.61% Reduce -0.7% 13,975 $6.1M
East Coast Asset Management, LLC. 1.99% Reduce -2.9% 13,830 $6.0M
Illinois Municipal Retirement Fund 0.08% Reduce -0.3% 13,782 $6.0M
Ghe, LLC 2.47% Reduce -15.0% 13,601 $5.9M
Penbrook Management LLC 4.49% No change 13,600 $5.9M
Insight Wealth Strategies, LLC 0.66% Add +29.2% 13,532 $5.9M
ASR Vermogensbeheer N.V. 0.07% Add +1.4% 13,526 $5.9M
Kornitzer Capital Management Inc. 0.13% Add +246.5% 13,495 $5.9M
Alphinity Investment Management Pty Ltd 0.10% Reduce -22.8% 13,484 $5.9M
FIL Ltd 0.00% Reduce -45.9% 13,476 $5.9M
Benjamin Edwards Inc. 0.06% Add +2.5% 13,429 $5.9M
Blackstone Inc. 0.02% New 13,305 $5.8M
MML Investors Services, LLC 0.02% Reduce -34.1% 13,206 $5.8M
HB Wealth Management, LLC 0.04% Reduce -5.7% 13,205 $5.8M
Voleon Capital Management LP 0.12% Reduce -70.9% 13,106 $5.7M
Guggenheim Capital LLC 0.05% Add +13.2% 13,094 $5.7M
Fogel Capital Management, Inc. 2.61% Add +14.8% 13,061 $5.7M
PEAK6 LLC 0.16% New 12,936 $5.6M
B. Metzler seel. Sohn & Co. AG 0.05% Add +4.3% 12,880 $5.6M
Metis Global Partners, LLC 0.14% Reduce -3.8% 12,853 $5.6M
Roundview Capital LLC 0.35% Add +7.2% 12,847 $5.6M
Beacon Investment Advisory Services, Inc. 0.23% Reduce -6.6% 12,819 $5.6M
Canada Post Corp Registered Pension Plan 0.22% Add +39.6% 12,688 $5.5M
Altrafin AG 1.97% Add +31.9% 12,675 $5.5M
Investment Management Corp of Ontario 0.07% Reduce -3.3% 12,599 $5.5M
National Philanthropic Trust 0.06% No change 12,481 $5.4M
Polar Capital Holdings Plc 0.02% New 12,439 $5.4M
Gulf International Bank (UK) Ltd 0.12% Add +51.1% 12,408 $5.4M
Yacktman Asset Management 0.07% Reduce -0.2% 12,405 $5.4M
Emmett Investment Management, LP 4.11% New 12,250 $5.4M
Caxton Associates LLP 0.12% New 12,316 $5.4M
Teachers Retirement System of the State of Kentucky 0.04% No change 12,187 $5.3M
Midwest Professional Planners, LTD. 1.25% Add +0.2% 12,176 $5.3M
Capitolis Liquid Global Markets LLC 0.03% — 12,000 $5.2M
Connecticut Wealth Management, LLC 0.22% Reduce -28.9% 11,947 $5.2M
Employees Retirement System of Texas 0.05% No change 11,900 $5.2M
Castlefield Investment Partners LLP 3.95% Add +10.7% 11,847 $5.2M
Avanza Fonder AB 0.14% Reduce -1.4% 11,845 $5.2M
Brown Brothers Harriman & Co. 0.03% Reduce -64.8% 11,841 $5.2M
Commerzbank Aktiengesellschaft 0.11% Add +24.7% 11,825 $5.2M
Live Oak Private Wealth LLC 0.72% Add +3.1% 11,799 $5.1M
Firetrail Investments PTY Ltd. 1.75% Reduce -40.4% 11,764 $5.1M
Crossmark Global Holdings, Inc. 0.08% Reduce -18.5% 11,726 $5.1M
Intech Investment Management LLC 0.05% Add +15.2% 11,442 $5.0M
Titan Global Capital Management USA LLC 0.74% Add +2.5% 11,355 $5.0M
Jefferies Financial Group Inc. 0.06% Add +1929.2% 11,343 $4.9M
Lincoln Capital LLC 0.91% Reduce -2.3% 11,026 $4.8M
683 Capital Management, LLC 0.47% New 11,000 $4.8M
Horizon Investments, LLC 0.05% Add +68.8% 10,997 $4.8M
Ballentine Partners, LLC 0.07% Reduce -7.5% 10,937 $4.8M
Windmill Hill Asset Management Ltd 1.48% Add +16.8% 10,912 $4.8M
Smith Salley Wealth Management 0.24% Add +0.3% 10,832 $4.7M
Merit Financial Group, LLC 0.04% Add +5.4% 10,823 $4.7M
Havemeyer Place LP 0.54% Add +578.0% 10,781 $4.7M
Glenmede Trust Co. NA 0.02% Add +0.2% 10,743 $4.7M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -6.3% 10,715 $4.7M
Cwm, LLC 0.01% Add +27.8% 10,568 $4.6M
Taylor Hoffman Capital Management LLC 1.42% Add +1.7% 10,555 $4.6M
Coleford Investment Management Ltd. 1.12% New 10,450 $4.6M
Sterling Capital Management LLC 0.09% Reduce -0.6% 10,398 $4.5M
Pacer Advisors, Inc. 0.01% Reduce -30.7% 10,204 $4.5M
Baird Financial Group, Inc. 0.01% Reduce -8.2% 10,186 $4.4M
Cloverfields Capital Group, LP 1.43% Reduce -2.0% 10,143 $4.4M
Allianz SE 0.05% No change 10,090 $4.4M
Intrinsic Edge Capital Management LLC 0.79% New 10,000 $4.4M
Americana Partners, LLC 0.11% Reduce -39.4% 9,958 $4.3M
Central Bank & Trust Co. 0.68% Reduce -0.4% 9,901 $4.3M
Marex Group Ltd 0.04% Add +253.0% 9,897 $4.3M
UMB Bank, n.a. 0.06% Reduce -2.0% 9,882 $4.3M
Katamaran Capital LLP 3.83% Add +112.1% 9,865 $4.3M
Vista Investment Partners LLC 1.13% New 9,829 $4.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -32.9% 9,823 $4.3M
Glenview Trust Co 0.07% Add +8.3% 9,777 $4.3M
Nomura Asset Management International Inc. 0.01% New 9,770 $4.3M
K.J. Harrison & Partners Inc 0.70% Reduce -23.1% 9,675 $4.2M
Banque Cantonale Vaudoise 0.16% Reduce -16.5% 9,630 $4.2M
Verition Fund Management LLC 0.04% Reduce -17.8% 9,526 $4.2M
Jennison Associates LLC 0.00% Reduce -28.9% 9,478 $4.1M
Morningstar Investment Management LLC 0.26% Reduce -49.1% 9,465 $4.1M
Groupama Asset Managment 0.06% Add +2.7% 9,461 $4.1M
Millennium Management 0.00% Reduce -14.0% 9,416 $4.1M
Norinchukin Bank, The 0.05% Add +0.1% 9,367 $4.1M
Ritholtz Wealth Management 0.07% Add +1.1% 9,348 $4.1M
Jain Global LLC 0.06% New 9,322 $4.1M
NewEdge Advisors, LLC 0.01% Add +65.1% 9,303 $4.1M
Mizuho Securities USA LLC 0.10% Reduce -17.0% 9,275 $4.0M
Edgestream Partners, L.P. 0.13% Add +806.7% 9,239 $4.0M
Clean Yield Group 1.13% Add +7.1% 9,183 $4.0M
Osmosis Investment Management UK Ltd 0.11% Reduce -3.0% 9,149 $4.0M
Washington Trust Bank 0.29% New 9,095 $4.0M
OMERS ADMINISTRATION Corp 0.03% Add +52.0% 9,068 $4.0M
Atria Investments, Inc 0.04% Add +5.0% 8,895 $3.9M
Caprock Group, LLC 0.09% Reduce -4.2% 8,764 $3.8M
Hartford Investment Management Co. 0.12% Reduce -1.6% 8,738 $3.8M
Commerce Bank 0.02% Add +11.5% 8,735 $3.8M
MCF Advisors LLC 0.17% Add +9.5% 8,641 $3.8M
Slow Capital, Inc. 0.48% Add +16.1% 8,532 $3.7M
DAVENPORT & Co LLC 0.02% Add +9.2% 8,522 $3.7M
Fiduciary Trust Co 0.04% Reduce -1.6% 8,354 $3.6M
Bretton Capital Management, LLC 3.31% No change 8,300 $3.6M
KP Management LLC 1.00% Reduce -11.1% 8,000 $3.5M
Harbor Advisors LLC 0.50% No change 8,000 $3.5M
Kepler Cheuvreux (Suisse) SA 0.23% Reduce -23.8% 7,968 $3.5M
Connable Office Inc. 0.34% Add +18.0% 7,951 $3.5M
Vanderbilt University 0.66% New 7,940 $3.5M
iA Global Asset Management Inc. 0.05% Reduce -25.1% 7,816 $3.4M
Louisiana State Employees Retirement System 0.06% No change 7,800 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -2.5% 7,758 $3.4M
Maryland State Retirement & Pension System 0.07% No change 7,751 $3.4M
Farringdon Capital, Ltd. 0.74% New 7,705 $3.4M
Transamerica Financial Advisors, LLC 0.28% Reduce -5.1% 7,634 $3.3M
Abn Amro Investment Solutions 0.04% Add +17.5% 7,627 $3.3M
Generali Asset Management SPA SGR 0.07% Reduce -51.1% 7,614 $3.3M
Citadel Investment Advisory, Inc. 1.55% Reduce -3.6% 7,427 $3.2M
Ascent Wealth Partners, LLC 0.37% Add +1.8% 7,369 $3.2M
Vestcor Inc 0.09% Add +17.2% 7,276 $3.2M
Allspring Global Investments Holdings, LLC 0.01% Add +1.0% 7,223 $3.2M
Regions Financial Corp. 0.02% Reduce -3.5% 7,255 $3.2M
Sacks & Associates, LLC 2.32% No change 7,160 $3.1M
Boston Trust Walden Corp 0.03% Add +0.7% 7,150 $3.1M
Snowden Capital Advisors LLC 0.08% Reduce -4.5% 7,138 $3.1M
Composition Wealth, LLC 0.04% Add +2.9% 7,130 $3.1M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -3.0% 7,100 $3.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% No change 7,090 $3.1M
New Mexico Educational Retirement Board 0.10% No change 7,092 $3.1M
Siemens Fonds Invest GmbH 0.18% Add +0.4% 7,088 $3.1M
HRT Financial LP 0.01% Reduce -59.6% 7,057 $3.1M
Parallax Volatility Advisers, L.P. 0.17% New 6,693 $3.1M
Watershed Asset Management, L.L.C. 3.16% New 7,000 $3.1M
ING Groep NV 0.02% Reduce -1.6% 6,968 $3.0M
Syntegra Private Wealth Group, LLC 0.29% Reduce -0.9% 6,937 $3.0M
Landscape Capital Management, L.L.C. 0.19% Reduce -18.0% 6,896 $3.0M
Van Strum & Towne Inc. 0.88% No change 6,883 $3.0M
Johnson Investment Counsel Inc. 0.02% Add +0.7% 6,882 $3.0M
Threadgill Financial, LLC 0.87% Reduce -64.4% 6,864 $3.0M
Pine Valley Investments Ltd Liability Co 0.15% Add +2.8% 6,849 $3.0M
Whittier Trust Co. of Nevada Inc. 0.06% Add +10.1% 6,640 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +3.3% 6,722 $2.9M
Huntington National Bank 0.02% Add +1.7% 6,704 $2.9M
Global X Japan Co., Ltd. 0.15% Add +4.5% 6,683 $2.9M
Inkwell Capital LLC 2.94% Reduce -0.8% 6,611 $2.9M
AG2R La Mondiale Gestion D'actifs 0.13% Add +1.3% 6,567 $2.9M
CWA Asset Management Group, LLC 0.10% Add +108.1% 6,512 $2.8M
Wealthcare Advisory Partners LLC 0.05% Reduce -2.4% 6,472 $2.8M
Kestra Private Wealth Services, LLC 0.03% Add +0.3% 6,440 $2.8M
Guardian Capital LP 0.07% Add +157.5% 6,289 $2.7M
First National Bank of Omaha 0.08% Reduce -2.1% 6,289 $2.7M
First National Advisers, LLC 0.40% Reduce -11.0% 6,274 $2.7M
Greenleaf Trust 0.03% Add +3.9% 6,231 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +17.8% 6,193 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.1% 6,159 $2.7M
Crawford Investment Counsel Inc. 0.05% Reduce -1.1% 6,120 $2.7M
LGT Group Foundation 0.03% Reduce -4.1% 6,105 $2.7M
Fairbanks Capital Management, Inc. 1.65% Reduce -2.2% 6,058 $2.6M
E. Ohman J:or Asset Management AB 0.07% Add +7.8% 6,044 $2.6M
Trust Co. of Toledo NA 0.25% Add +0.0% 6,031 $2.6M
Summit Trail Advisors, LLC 0.04% Add +29.0% 5,976 $2.6M
Gateway Investment Advisers LLC 0.03% Add +25.8% 5,961 $2.6M
Advisors Asset Management, Inc. 0.04% Add +20.0% 5,928 $2.6M
Saudi Central Bank 0.05% New 5,926 $2.6M
Value Partners Investments Inc. 0.20% Add +6.7% 5,931 $2.6M
Beacon Pointe Advisors, LLC 0.01% Add +202.5% 5,901 $2.6M
D.A. Davidson & Co. 0.02% Reduce -2.0% 5,878 $2.6M
Vise Technologies, Inc. 0.05% No change 4,999 $2.6M
Van Den Berg Management I, Inc. 0.59% Reduce -1.3% 5,850 $2.6M
Transcend Capital Advisors, LLC 0.20% Add +3.3% 5,813 $2.5M
Kerusso Capital Management LLC 1.27% Reduce -6.6% 5,796 $2.5M
Apollon Wealth Management, LLC 0.04% Add +5.2% 5,705 $2.5M
NewEdge Wealth, LLC 0.03% Reduce -26.8% 5,687 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -3.3% 5,679 $2.5M
Kirtland Hills Capital Management, LLC 0.78% Add +0.1% 5,262 $2.5M
Applied Capital LLC 1.78% Reduce -3.3% 5,618 $2.5M
Webster Bank, N. A. 0.23% Reduce -2.9% 5,597 $2.4M
Nomura Holdings Inc. 0.02% Add +6.0% 5,506 $2.4M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -16.1% 5,499 $2.4M
Private Advisor Group, LLC 0.01% Add +24.2% 5,497 $2.4M
Naples Global Advisors, LLC 0.17% Add +8.8% 5,487 $2.4M
LMCG Investments, LLC 0.14% Reduce -1.8% 5,487 $2.4M
Chicago Partners Investment Group LLC 0.05% Reduce -5.2% 5,103 $2.4M
Farther Finance Advisors, LLC 0.02% Add +12.2% 5,425 $2.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -4.4% 5,443 $2.4M
Callan Family Office, LLC 0.05% Reduce -17.0% 5,441 $2.4M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.5% 5,430 $2.4M
Raiffeisen Bank International AG 0.03% Reduce -2.2% 5,407 $2.3M
Empirical Finance, LLC 0.11% Reduce -0.2% 5,336 $2.3M
Tema ETFs LLC 0.16% Reduce -16.3% 5,295 $2.3M
Bell Asset Management Ltd 0.68% Reduce -2.2% 5,284 $2.3M
Lombard Odier Asset Management (Switzerland) SA 0.09% New 5,234 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -10.7% 5,228 $2.3M
IMC-Chicago, LLC 0.03% New 5,212 $2.3M
Rathbones Group PLC 0.01% Add +0.5% 5,176 $2.3M
Ostrum Asset Management 0.13% Add +8.6% 5,105 $2.2M
Rehmann Capital Advisory Group 0.12% Reduce -0.0% 5,086 $2.2M
Brooklyn Investment Group 0.07% Reduce -1.2% 5,066 $2.2M
Exchange Traded Concepts, LLC 0.02% Reduce -13.1% 5,052 $2.2M
Tudor Investment Corporation 0.01% Reduce -89.7% 5,049 $2.2M
MAI Capital Management 0.01% Reduce -7.3% 5,048 $2.2M
Capital Investment Advisors, LLC 0.03% Add +35.7% 5,017 $2.2M
Greenland Capital Management LP 0.50% New 5,010 $2.2M
Meeder Advisory Services, Inc. 0.09% Add +8.6% 4,986 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 4,909 $2.1M
Keebeck Wealth Management 0.24% Reduce -14.7% 4,883 $2.1M
Carnegie Investment Counsel 0.04% Add +348.8% 4,851 $2.1M
Atom Investors LP 0.15% Add +44.8% 4,771 $2.1M
Seilern Investment Management Ltd 0.25% Reduce -66.1% 4,732 $2.1M
Vista Investment Partners Ii, LLC 0.92% New 4,708 $2.1M
Clearstead Advisors, LLC 0.02% Reduce -18.6% 4,696 $2.0M
Crewe Advisors LLC 0.17% Reduce -9.4% 4,630 $2.0M
Brevan Howard Capital Management LP 0.02% New 4,605 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +16.4% 4,585 $2.0M
Quadrant Capital Group LLC 0.06% Reduce -19.8% 4,577 $2.0M
Wilmington Savings Fund Society, FSB 0.05% Reduce -4.2% 4,571 $2.0M
TFR Capital, LLC. 0.61% Add +1.8% 4,548 $2.0M
Blue Fin Capital, Inc. 0.32% Reduce -3.8% 4,531 $2.0M
North Dakota State Investment Board 0.09% Reduce -15.6% 4,503 $2.0M
Rossmore Private Capital 0.17% No change 4,501 $2.0M
Hingham Institution for Savings 1.73% Add +80.0% 4,500 $2.0M
Burney Co./ 0.06% Reduce -20.1% 4,456 $1.9M
S-Bank Fund Management Ltd 0.29% Reduce -3.6% 4,453 $1.9M
Signaturefd, LLC 0.03% Reduce -8.9% 4,388 $1.9M
Saturna Capital Corp. 0.03% Reduce -0.1% 4,362 $1.9M
NorthCoast Asset Management LLC 0.04% Add +0.1% 4,349 $1.9M
Parallel Advisors, LLC 0.03% Reduce -2.0% 4,296 $1.9M
Plato Investment Management Ltd 0.13% Add +48.0% 4,281 $1.9M
Mufg Securities Americas Inc. 0.12% Add +2.7% 4,245 $1.9M
Choreo, LLC 0.02% Reduce -4.7% 4,239 $1.8M
Impax Asset Management Group plc 0.01% Add +77.7% 4,229 $1.8M
Jump Financial, LLC 0.03% Add +38.2% 4,223 $1.8M
Citizens Financial Group Inc. 0.03% Add +7.2% 4,222 $1.8M
Securian Asset Management, Inc. 0.07% No change 4,172 $1.8M
Rodgers Brothers Inc. 0.21% Add +0.1% 4,165 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% No change 4,091 $1.8M
Essex Bank 0.39% No change 4,090 $1.8M
Gsa Capital Partners LLP 0.11% New 4,087 $1.8M
Bokf, NA 0.03% Add +23.9% 4,078 $1.8M
Quantitative Investment Management, LLC 0.18% Reduce -35.4% 4,063 $1.8M
Angeles Wealth Management, LLC 0.10% Reduce -0.7% 4,007 $1.7M
Alphadyne Asset Management LP 0.23% New 4,000 $1.7M
IFP Advisors, Inc 0.04% Add +4.1% 3,997 $1.7M
Main Management ETF Advisors, LLC 0.06% New 3,955 $1.7M
Texas Yale Capital Corp. 0.05% No change 3,944 $1.7M
Banco Santander, S.A. 0.01% Reduce -0.3% 3,877 $1.7M
Great Lakes Retirement, Inc. 0.17% Add +6.5% 3,836 $1.7M
Polymer Capital Management (US) LLC 0.25% Add +153.8% 3,814 $1.7M
Ferguson Wellman Capital Management, Inc. 0.02% Add +1.6% 3,782 $1.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 3,768 $1.6M
Arax Advisory Partners 0.05% Reduce -3.5% 3,726 $1.6M
Aft, Forsyth & Sober, LLC 0.50% No change 3,725 $1.6M
Long Road Investment Counsel, LLC 0.63% No change 3,679 $1.6M
Eventide Asset Management, LLC 0.03% Add +5.1% 3,700 $1.6M
Virtus Investment Advisers, LLC 0.44% Reduce -5.9% 3,657 $1.6M
EP Wealth Advisors, LLC 0.01% Add +62.9% 3,588 $1.6M
Monte Financial Group, LLC 0.55% Add +2.1% 3,547 $1.5M
Prudential PLC 0.01% Reduce -44.9% 3,530 $1.5M
Diversified Trust Co. 0.03% Reduce -49.3% 3,523 $1.5M
Knollwood Investment Advisory, LLC 0.15% No change 3,497 $1.5M
J. R. Prunier Capital Management LLC 0.64% No change 3,460 $1.5M
Praxis Investment Management Inc. 0.09% No change 3,375 $1.5M
Venturi Wealth Management, LLC 0.07% Reduce -7.4% 3,363 $1.5M
CreativeOne Wealth, LLC 0.03% Add +0.6% 3,338 $1.5M
HM Payson & Co. 0.02% No change 3,326 $1.5M
Coldstream Capital Management Inc. 0.02% Reduce -3.2% 3,308 $1.4M
Syon Capital LLC 0.07% Add +19.7% 3,306 $1.4M
CENTRAL TRUST Co 0.03% Add +14.3% 3,295 $1.4M
Marshall Financial Group, LLC 0.23% Reduce -1.3% 3,287 $1.4M
V-Square Quantitative Management LLC 0.15% Reduce -4.9% 3,276 $1.4M
Smartleaf Asset Management LLC 0.05% Reduce -5.7% 3,300 $1.4M
Savant Capital, LLC 0.01% Add +0.4% 3,251 $1.4M
Sage Rhino Capital LLC 0.26% Add +173.2% 3,243 $1.4M
Principal Securities, Inc. 0.02% Reduce -1.3% 3,242 $1.4M
Tobam 0.37% Add +8.2% 3,233 $1.4M
Stamos Capital Partners, L.P. 0.22% Add +68.7% 3,201 $1.4M
Waverly Advisors, LLC 0.01% Add +25.9% 3,191 $1.4M
Dynamic Technology Lab Private Ltd 0.23% New 3,178 $1.4M
Ofi Invest Asset Management 0.02% Add +86.3% 3,282 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -0.3% 3,158 $1.4M
CenterBook Partners LP 0.07% Add +36.0% 3,151 $1.4M
Round Hill Asset Management 0.90% No change 3,149 $1.4M
Westerkirk Capital Inc. 0.15% Reduce -7.2% 3,145 $1.4M
Park Avenue Securities LLC 0.01% Reduce -7.9% 3,142 $1.4M
Ballast Advisors LLC 0.40% Add +0.7% 3,134 $1.4M
Advisory Alpha, LLC 0.04% Add +12.1% 3,132 $1.4M
Mystic Asset Management, Inc. 0.32% No change 3,116 $1.4M
Ironwood Investment Counsel, LLC 0.20% Add +0.0% 3,109 $1.4M
Leonteq Securities AG 0.08% Reduce -0.1% 3,104 $1.4M
General Partner, Inc. 0.82% Reduce -6.1% 3,095 $1.4M
Waterway Wealth Management, LLC 0.30% New 3,093 $1.3M
Stance Capital LLC 0.65% Add +7.4% 3,086 $1.3M
Equitable Trust Co. 0.06% Add +1.5% 3,079 $1.3M
William Allan Corp 0.78% New 3,038 $1.3M
Frank, Rimerman Advisors LLC 0.09% Add +1.2% 3,037 $1.3M
Cypress Capital Group 0.15% Add +6.5% 3,034 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -6.9% 3,022 $1.3M
Sunbelt Securities, Inc. 0.08% Add +3.2% 2,990 $1.3M
Legato Capital Management LLC 0.12% Reduce -19.6% 2,931 $1.3M
Evergreen Capital Management LLC 0.03% Add +107.2% 2,930 $1.3M
Applied Finance Capital Management, LLC 0.10% Add +7.3% 2,905 $1.3M
Pilgrim Partners Asia Pte Ltd 0.53% Add +5.1% 2,880 $1.3M
UNIVEST FINANCIAL Corp 0.07% New 2,850 $1.2M
Accretive Wealth Partners, LLC 0.35% Add +0.9% 2,831 $1.2M
Advisory Services Network, LLC 0.02% Reduce -27.3% 2,831 $1.2M
Kentucky Retirement Systems 0.09% Add +60.1% 15,628 $1.2M
Tounjian Advisory Partners, LLC 0.44% Reduce -3.6% 2,792 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -19.8% 2,767 $1.2M
Evermay Wealth Management LLC 0.13% No change 2,742 $1.2M
Headlands Technologies LLC 0.13% New 2,675 $1.2M
Smithfield Trust Co 0.05% Add +4.5% 2,667 $1.2M
Summit Financial, LLC 0.01% Add +10.3% 2,662 $1.2M
Hills Bank & Trust Co 0.06% Reduce -3.3% 2,660 $1.2M
Wedmont Private Capital 0.04% Reduce -1.6% 2,576 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +223.8% 2,639 $1.2M
Nutshell Asset Management Ltd 0.63% New 2,630 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% New 2,622 $1.1M
GeoWealth Management, LLC 0.04% Reduce -24.6% 2,601 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.12% Add +11.3% 2,593 $1.1M
TCW Group Inc. 0.01% Add +5.1% 2,565 $1.1M
Key Financial Inc 0.20% Reduce -0.1% 2,564 $1.1M
Mattern Capital Management, LLC 0.13% Add +47.1% 2,561 $1.1M
Independent Advisor Alliance 0.01% Reduce -2.9% 2,560 $1.1M
Washington Trust Advisors, Inc. 0.09% Add +0.1% 2,558 $1.1M
Anchor Investment Management, LLC 0.09% No change 2,538 $1.1M
Hantz Financial Services, Inc. 0.02% Reduce -18.8% 2,518 $1.1M
Redmond Asset Management, LLC 0.30% Add +4.6% 2,500 $1.1M
Compagnie Lombard Odier SCmA 0.01% Add +8.7% 2,500 $1.1M
Intesa Sanpaolo Wealth Management 0.27% Reduce -80.1% 2,494 $1.1M
Balyasny Asset Management L.P. 0.00% Add +5.0% 2,490 $1.1M
Meadowbrook Advisors Group, LLC 0.64% Reduce -2.8% 2,464 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Reduce -6.4% 2,436 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.4% 2,434 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +0.4% 2,429 $1.1M
Promethium Advisors,llc 0.54% Add +0.2% 2,390 $1.0M
Sandler Capital Management 0.71% New 2,382 $1.0M
Machina Capital S.A.S. 0.20% Reduce -65.3% 2,368 $1.0M
Riversedge Advisors, LLC 0.17% Add +16.0% 2,367 $1.0M
Compound Planning, Inc. 0.03% Add +43.7% 2,330 $1.0M
Genus Capital Management Inc. 0.12% Reduce -2.6% 2,326 $1.0M
Smart Money Group LLC 0.29% Reduce -0.8% 2,318 $1.0M
Tower Research Capital LLC (TRC) 0.03% Reduce -39.4% 2,302 $1.0M
Benin Management CORP 0.22% No change 2,283 $996K
Krilogy Financial LLC 0.03% Add +83.5% 2,202 $988K
Drake & Associates, LLC 0.19% New 2,228 $972K
Novem Group 0.11% Add +5.6% 2,222 $969K
LGT Fund Management Co Ltd. 0.04% Reduce -88.0% 2,215 $966K
Institute for Wealth Management, LLC. 0.10% Reduce -0.7% 2,200 $960K
Bluedoor Private Wealth, LLC 0.44% Reduce -2.0% 2,186 $954K
Triangle Securities Wealth Management 0.21% Reduce -0.4% 2,169 $946K
GAMMA Investing LLC 0.04% Reduce -17.6% 2,160 $942K
Reflection Asset Management 0.57% Reduce -37.6% 2,145 $936K
Focus Partners Advisor Solutions, LLC 0.01% New 2,144 $935K
Westbourne Investment Advisors, Inc. 0.27% Reduce -2.3% 2,136 $932K
Northwest & Ethical Investments L.P. 0.02% New 2,080 $924K
Capricorn Fund Managers Ltd 0.14% New 2,111 $921K
Intesa Sanpaolo S.p.A. 0.06% Reduce -52.4% 2,108 $920K
Brookstone Capital Management 0.01% Reduce -2.0% 2,097 $915K
Stableford Capital II LLC 0.34% Add +0.6% 2,080 $907K
Waldron Private Wealth LLC 0.04% Add +0.8% 2,069 $903K
TIAA Wealth Investment Management LLC 0.01% — 2,050 $894K
Goelzer Investment Management, Inc. 0.04% New 2,028 $885K
Virtu Financial LLC 0.04% New 2,026 $884K
Okabena Investment Services Inc. 0.17% Add +3.7% 2,025 $883K
Verdence Capital Advisors LLC 0.05% Add +5.9% 2,007 $876K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -55.6% 2,002 $873K
Enhancing Capital LLC 0.65% No change 2,000 $873K
Stonebridge Capital Management Inc. 0.40% — 2,000 $873K
Simplicity Wealth,LLC 0.05% Add +4.7% 1,996 $871K
Brighton Jones LLC 0.02% New 1,994 $870K
Circle Wealth Management, LLC 0.01% Reduce -2.5% 1,993 $869K
LVW Advisors, LLC 0.08% Reduce -23.8% 1,987 $867K
Allworth Financial LP 0.00% Add +22.8% 1,978 $863K
Sagespring Wealth Partners, LLC 0.02% Add +8.3% 1,960 $855K
Capital Analysts, LLC 0.02% Reduce -9.3% 1,955 $853K
Prospera Financial Services Inc 0.01% Reduce -3.3% 1,951 $851K
Premier Path Wealth Partners, LLC 0.11% Add +84.0% 1,949 $850K
Belpointe Asset Management LLC 0.03% Reduce -32.4% 1,947 $849K
Pallas Capital Advisors LLC 0.03% Add +135.9% 1,913 $835K
Whittier Trust Co. 0.01% Add +0.9% 1,873 $832K
Harris Associates (Oakmark Funds) 0.00% Reduce -2.2% 1,905 $831K
Cache Advisors, LLC 0.10% Add +42.2% 1,900 $829K
Cornerstone Planning Group LLC 0.11% Add +1.1% 1,805 $820K
Fishman Jay A Ltd. 0.07% No change 1,875 $818K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,866 $814K
Asset Management Group, Inc. 0.13% No change 1,862 $812K
Walter & Keenan Wealth Management LLC /in/ 0.23% Reduce -1.5% 1,861 $812K
Choate Investment Advisors 0.02% Reduce -8.4% 1,858 $811K
Fifth Third Wealth Advisors LLC 0.03% Add +34.7% 1,853 $808K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 1,891 $808K
Fisher Asset Management 0.00% Reduce -9.6% 1,847 $806K
Aaron Wealth Advisors LLC 0.05% Reduce -12.3% 1,848 $806K
Spinnaker Trust 0.04% No change 1,840 $803K
AlTi Global, Inc. 0.02% Reduce -14.9% 1,834 $800K
GKV Capital Management Co., Inc. 0.29% No change 1,800 $785K
Dearborn Partners LLC 0.04% Add +1.8% 1,741 $760K
High Net Worth Advisory Group LLC 0.18% No change 1,740 $759K
Trust Asset Management LLC 0.05% No change 1,731 $755K
Cynosure Group, LLC 0.09% Reduce -34.6% 1,720 $750K
BTG Pactual Asset Management US LLC 0.07% New 1,690 $737K
Patriot Investment Management Group, Inc. 0.05% No change 1,689 $737K
Crestmont Private Wealth LLC 0.23% Add +6.3% 1,682 $734K
Engineers Gate Manager LP 0.01% New 1,666 $727K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -3.6% 1,665 $726K
World Investment Advisors 0.01% Reduce -4.7% 1,653 $721K
Assetmark, Inc. 0.00% Reduce -18.8% 1,644 $717K
Curi Capital, LLC 0.01% Add +0.2% 1,643 $717K
Davidson Trust Co. 0.31% No change 1,641 $716K
Mgo One Seven LLC 0.01% Reduce -18.0% 1,640 $715K
Savvy Advisors, Inc. 0.02% Add +39.9% 1,634 $713K
MOKAN Wealth Management Inc. 0.31% Reduce -41.8% 1,612 $703K
Fiduciary Family Office, LLC 0.20% Add +13.6% 1,599 $698K
Ashton Thomas Securities, LLC 0.09% Add +1.4% 1,598 $697K
Lineweaver Wealth Advisors, LLC 0.09% Reduce -0.9% 1,588 $693K
Castle Rock Wealth Management, LLC 0.15% No change 1,554 $685K
Lord, Abbett & Co. LLC 0.00% Reduce -32.7% 1,565 $683K
Sowell Financial Services LLC 0.03% Add +0.4% 1,562 $682K
Wellington Grp LLC 0.21% Add +9.7% 1,553 $677K
Addison Capital Co 0.12% New 1,550 $676K
Heritage Family Offices, LLP 0.30% Reduce -33.4% 1,548 $675K
Fiduciary Alliance LLC 0.04% Reduce -87.6% 1,507 $673K
BAM Wealth Management, LLC 0.50% Reduce -9.9% 1,526 $666K
Argent Trust Co 0.02% Reduce -0.4% 1,524 $665K
Personal Cfo Solutions, LLC 0.09% Reduce -4.9% 1,522 $664K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.1% 1,462 $657K
Borer Denton & Associates, Inc. 0.23% No change 1,505 $657K
Chou Associates Management Inc. 0.31% No change 1,500 $654K
Cigna Investments Inc. 0.10% No change 1,496 $653K
Evercore Wealth Management, LLC 0.01% Reduce -1.0% 1,489 $650K
Kenora Financial, LLC 0.23% Reduce -12.4% 1,486 $648K
Militia Capital Management LLC 0.14% — 1,475 $643K
DRW Securities, LLC 0.04% Reduce -87.5% 1,472 $642K
Brave Asset Management Inc. 0.15% No change 1,463 $638K
Boston Family Office LLC 0.04% Add +116.7% 1,454 $634K
Hilltop National Bank 0.15% No change 1,451 $633K
Dara Capital Us, Inc. 0.59% Add +2.1% 1,438 $627K
Ascent Group, LLC 0.02% Reduce -2.9% 1,430 $624K
Everhart Financial Group, Inc. 0.05% Add +27.9% 1,430 $624K
Winslow Capital Management, LLC 0.00% Reduce -94.1% 1,425 $622K
Empower Advisory Group, LLC 0.00% Add +38.4% 1,425 $622K
Azzad Asset Management Inc. 0.06% Reduce -3.1% 1,412 $616K
Opes Wealth Management LLC 0.10% No change 1,410 $615K
PCM Encore, LLC 0.13% Add +6.2% 1,403 $612K
Rothschild Investment LLC 0.03% Add +114.9% 1,401 $611K
Kingsview Wealth Management, LLC 0.01% Add +90.2% 1,400 $611K
Argyle Capital Management, LLC 0.20% No change 1,400 $611K
Concurrent Investment Advisors, LLC 0.01% Reduce -27.0% 1,390 $606K
Matrix Trust Co 0.10% Add +28.8% 1,381 $602K
Meridian Wealth Management, LLC 0.02% Add +13.4% 1,377 $601K
DeDora Capital, Inc. 0.15% Add +4.6% 1,376 $600K
Federated Hermes, Inc. 0.00% Reduce -87.8% 1,374 $599K
Sentry LLC 0.19% Reduce -32.7% 1,374 $599K
Ameritas Investment Partners, Inc. 0.02% No change 1,373 $599K
Profund Advisors LLC 0.02% Reduce -18.5% 1,370 $598K
Crestwood Advisors Group, LLC 0.01% Add +23.6% 1,368 $597K
Prosperity Consulting Group, LLC 0.03% Reduce -0.7% 1,366 $596K
Diversify Wealth Management, LLC 0.01% Add +31.1% 1,278 $588K
Fortis Capital Management LLC 0.08% Reduce -4.0% 1,335 $582K
Seeds Investor LLC 0.08% Reduce -6.4% 1,323 $580K
Unique Wealth Strategies, LLC 0.24% Add +5.3% 1,327 $579K
Range Advisory, LLC 0.11% Add +56.0% 1,323 $577K
Dorsey & Whitney Trust CO LLC 0.03% Add +3.0% 1,312 $572K
Panagora Asset Management Inc. 0.00% Reduce -95.5% 1,310 $571K
GTS Securities LLC 0.02% Reduce -32.1% 1,300 $567K
EverSource Wealth Advisors, LLC 0.02% Add +40.2% 1,300 $567K
Cyndeo Wealth Partners, LLC 0.03% Add +9.1% 1,298 $566K
Westpac Banking Corp. 0.04% Reduce -8.8% 1,297 $566K
DDD Partners, LLC 0.04% Reduce -0.2% 1,296 $565K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,280 $558K
W1M Asset Management Ltd 0.01% Reduce -63.8% 1,271 $555K
Journey Strategic Wealth LLC 0.01% Add +46.0% 1,269 $554K
Legacy Wealth Asset Management, LLC 0.13% Add +2.4% 1,263 $551K
Bull Harbor Capital LLC 0.15% — 1,262 $551K
111 Capital 0.14% Add +16.3% 1,262 $551K
Checchi Capital Advisers, LLC 0.04% Add +13.4% 1,259 $549K
Palisades Hudson Asset Management, L.P. 0.21% No change 1,258 $549K
Abc Arbitrage SA 0.07% New 1,249 $545K
Blue Edge Capital, LLC 0.07% Reduce -76.9% 1,246 $544K
Haverford Trust Co 0.01% Reduce -2.5% 1,242 $542K
Accurate Wealth Management, LLC 0.06% Add +3.5% 1,260 $539K
PDS Planning, Inc 0.04% Add +15.4% 1,228 $536K
Vann Equity Management LLC 0.38% — 1,226 $535K
Baker Avenue Asset Management, LP 0.01% Add +44.6% 1,226 $535K
Maple Capital Management, Inc. 0.04% Reduce -40.5% 1,225 $534K
Dodge & Cox 0.00% No change 1,213 $529K
Cross Staff Investments Inc 0.27% No change 1,212 $529K
Dempze Nancy E 0.29% Reduce -22.6% 1,200 $524K
Levin Capital Strategies, L.P. 0.04% No change 1,200 $524K
Fayez Sarofim & Co 0.00% No change 1,200 $524K
Lansing Street Advisors 0.13% Add +0.8% 1,199 $523K
International Assets Investment Management, LLC 0.04% Add +5.0% 1,188 $521K
First Horizon Corp. 0.02% Reduce -2.0% 1,183 $516K
Baron Wealth Management LLC 0.15% Add +85.5% 1,180 $515K
Spirepoint Private Client, LLC 0.05% Reduce -3.4% 1,178 $514K
OneDigital Investment Advisors LLC 0.01% Reduce -20.9% 1,177 $513K
Mayfair Advisory Group, LLC 0.18% Add +0.1% 1,172 $511K
Koshinski Asset Management, Inc. 0.03% Add +131.7% 1,163 $508K
Third View Private Wealth, LLC 0.07% Add +21.9% 1,159 $506K
Legacy Capital Wealth Partners, LLC 0.10% Add +0.6% 1,159 $506K
Abacus Planning Group, Inc. 0.07% Reduce -0.6% 1,155 $504K
Fidelis Capital Partners, LLC 0.04% Add +0.8% 1,144 $499K
Patton Albertson Miller Group, LLC 0.06% Reduce -16.9% 1,143 $499K
Legacy Private Trust Co. 0.03% Reduce -0.4% 1,140 $497K
Turtle Creek Wealth Advisors, LLC 0.04% Add +9.0% 1,137 $496K
Ellevest, Inc. 0.07% Reduce -4.3% 1,135 $495K
Continuum Advisory, LLC 0.05% New 1,134 $495K
Addison Advisors LLC 0.11% Reduce -4.2% 1,132 $494K
Mutual Advisors, LLC 0.01% Reduce -21.5% 1,130 $493K
Elevation Point Wealth Partners, LLC 0.01% Add +116.0% 1,123 $490K
Legacy Financial Advisors, Inc. 0.07% Add +18.9% 1,122 $489K
Mather Group, Llc. 0.00% Reduce -1.2% 1,113 $486K
Sepio Capital, LP 0.03% Reduce -39.5% 1,110 $484K
CX Institutional 0.01% Reduce -11.2% 1,107 $483K
Park Edge Advisors, LLC 0.11% Reduce -0.5% 1,100 $480K
Wilkins Investment Counsel Inc. 0.07% No change 1,100 $480K
Frec Markets, Inc. 0.08% No change 1,086 $474K
Kera Capital Partners, Inc. 0.06% Reduce -0.4% 1,077 $470K
Bridgewater Advisors Inc. 0.03% Reduce -1.9% 1,064 $466K
Bar Harbor Wealth Management 0.03% No change 1,065 $465K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% No change 1,062 $463K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +54.2% 1,055 $460K
Ashton Thomas Private Wealth, LLC 0.01% Add +24.2% 1,046 $456K
Howland Capital Management LLC 0.02% Reduce -0.8% 1,045 $456K
Supplemental Annuity Collective Trust of NJ 0.13% New 1,039 $453K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.9% 1,039 $453K
SkyView Investment Advisors, LLC 0.06% Add +0.3% 1,036 $452K
Aviso Financial Inc. 0.02% Reduce -39.4% 1,035 $452K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.9% 1,033 $451K
Qtron Investments LLC 0.06% Add +0.2% 1,032 $450K
denkapparat Operations GmbH 0.19% No change 1,026 $448K
Capital Advisors, Ltd. LLC 0.05% Add +2.1% 1,025 $447K
RDA Financial Network 0.11% New 1,021 $446K
Sagewood Asset Management LP 0.14% New 1,021 $445K
RFG Advisory, LLC 0.01% No change 1,021 $445K
Broadleaf Partners, LLC 0.10% No change 1,020 $445K
Optimize Financial Inc. 0.22% Add +10.2% 1,009 $440K
Mission Wealth Management, LP 0.01% Add +2.5% 1,007 $439K
Anchyra Partners LLC 0.13% Add +1.9% 1,005 $438K
Andina Capital Management, LLC 0.39% Reduce -22.0% 1,002 $437K
Cornerstone Advisory, LLC 0.04% Add +1.6% 1,002 $437K
Trust Co 0.04% No change 1,001 $437K
Chronos Wealth Management, LLC 0.21% Reduce -4.8% 1,000 $436K
Texas Bank & Trust Co 0.16% No change 1,000 $436K
Dimension Capital Management LLC 0.06% Reduce -37.3% 995 $434K
Van Hulzen Asset Management, LLC 0.03% New 995 $434K
Moneco Advisors, LLC 0.03% Add +81.4% 987 $431K
Aptus Capital Advisors, LLC 0.00% Reduce -40.8% 985 $430K
Graham Capital Management, L.P. 0.02% New 982 $428K
Pettee Investors, Inc. 0.22% No change 924 $427K
J2 Capital Management Inc 0.29% Reduce -0.3% 973 $424K
Evolve Private Wealth, LLC 0.02% Add +102.9% 972 $424K
Harbour Investments, Inc. 0.01% Add +67.1% 969 $423K
Penobscot Investment Management Company, Inc. 0.03% No change 965 $421K
Shearwater Capital LLC 0.22% No change 964 $421K
Correct Capital Wealth Management 0.08% Reduce -0.1% 963 $420K
Aprio Wealth Management, LLC 0.02% Reduce -7.9% 959 $418K
Lanark Financial, Inc. 0.03% Reduce -15.0% 955 $417K
Ted Buchan & Co 0.15% No change 955 $417K
Severin Investments, LLC 0.36% New 954 $416K
Baxter Bros Inc. 0.05% Reduce -2.4% 949 $414K
White Pine Capital LLC 0.11% Reduce -8.9% 946 $413K
Hutner Capital Management Inc. 0.17% No change 945 $412K
Groupe la Francaise 0.01% Reduce -3.0% 931 $406K
Abacus Wealth Partners, LLC 0.04% Reduce -13.2% 929 $405K
HighPoint Advisor Group LLC 0.02% Reduce -81.8% 926 $404K
Baker Ellis Asset Management LLC 0.05% No change 919 $401K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -5.2% 914 $399K
Fi3 FINANCIAL ADVISORS, LLC 0.11% New 905 $395K
George Kaiser Family Foundation 0.04% No change 904 $394K
Prescott Group Capital Management, L.L.C. 0.04% No change 904 $394K
Pinnacle Financial Partners, Inc. 0.00% Add +2.3% 901 $393K
Sunflower Bank, N.A. 0.10% Add +0.2% 890 $388K
Penserra Capital Management LLC 0.00% Add +3.1% 885 $385K
United Financial Planning Group LLC 0.23% Add +4.9% 877 $383K
PFG Advisors 0.02% Add +7.2% 874 $381K
New Republic Capital, LLC 0.13% Reduce -2.0% 871 $380K
Clifford Swan Investment Counsel LLC 0.01% Reduce -2.0% 870 $380K
71 West Capital Partners 0.02% Add +13.5% 859 $375K
Pinnacle Associates Ltd. 0.00% Add +3.9% 856 $373K
Golden Reserve Retirement LLC 0.08% New 852 $372K
HUB Investment Partners, LLC 0.01% Add +31.3% 851 $371K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -11.4% 846 $369K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -3.4% 845 $368K
Flputnam Investment Management Co. 0.01% Reduce -1.9% 843 $368K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.2% 840 $366K
Simmons Bank 0.02% Add +8.1% 839 $366K
Shelton Capital Management 0.01% No change 838 $366K
Kathmere Capital Management, LLC 0.02% Reduce -23.9% 833 $364K
Great Valley Advisor Group, Inc. 0.01% Add +1.5% 831 $363K
Valeo Financial Advisors, LLC 0.01% Reduce -58.5% 825 $360K
Auto-Owners Insurance Co 0.01% No change 823 $359K
Blue Trust, Inc. 0.00% Reduce -12.2% 820 $358K
American National Bank & Trust 0.03% Reduce -1.3% 818 $357K
McGlone Suttner Wealth Management, Inc. 0.05% No change 815 $356K
L2 Asset Management, LLC 0.03% Add +7.4% 815 $356K
Avidian Wealth Enterprises, LLC 0.01% Reduce -37.2% 811 $354K
Catalyst Financial Partners LLC 0.04% Add +38.6% 808 $352K
Woodmont Investment Counsel LLC 0.02% Reduce -0.7% 804 $351K
Tributary Capital Management, LLC 0.03% Reduce -2.4% 800 $349K
Castleview Partners, LLC 0.18% Reduce -5.6% 796 $347K
Fagan Associates, Inc. 0.05% No change 795 $347K
Smith Group Asset Management, LLC 0.02% Reduce -0.3% 795 $347K
Grey Ledge Advisors, LLC 0.08% Reduce -0.6% 794 $346K
Beese Fulmer Investment Management, Inc. 0.02% Add +40.0% 787 $343K
GAM Holding AG 0.03% No change 784 $342K
Storgate, LLC 0.27% New 781 $341K
Heritage Trust Co 0.03% No change 777 $339K
4J Wealth Management LLC 0.19% Reduce -7.3% 776 $338K
Values Added Financial LLC 0.14% Reduce -3.6% 775 $338K
Independence Bank of Kentucky 0.04% Add +0.8% 775 $338K
J.Safra Asset Management Corp 0.02% Add +3775.0% 775 $338K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -0.9% 774 $338K
Gladstone Institutional Advisory LLC 0.01% Add +15.3% 767 $335K
Western Wealth Management, LLC 0.01% Reduce -7.5% 763 $333K
Equitable Holdings, Inc. 0.00% New 656 $332K
Prelude Capital Management, LLC 0.03% Add +10.2% 758 $331K
Vest Financial, LLC 0.00% Reduce -3.0% 753 $328K
Kesler, Norman & Wride, LLC 0.06% Reduce -35.2% 748 $326K
Silvia McColl Wealth Management, LLC 0.21% No change 742 $324K
VestGen Advisors, LLC 0.01% Reduce -3.3% 715 $323K
Wick Capital Partners, LLC 0.06% New 739 $322K
Sun Financial Inc 0.16% Reduce -6.2% 744 $322K
HCR Wealth Advisors 0.03% Add +1.0% 736 $321K
McLean Asset Management Corp 0.06% Reduce -2.6% 736 $321K
GC Wealth Management RIA, LLC 0.01% Reduce -51.9% 735 $321K
Cozad Asset Management Inc. 0.03% Reduce -5.2% 730 $318K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.3% 729 $318K
Gryphon Financial Partners LLC 0.03% Add +6.4% 727 $317K
Carson Advisory Inc. 0.16% No change 720 $314K
Sax Wealth Advisors, LLC 0.02% No change 614 $314K
OLIO Financial Planning 0.09% Add +23.9% 711 $310K
Plotkin Financial Advisors, LLC 0.15% No change 702 $306K
XTX Topco Ltd 0.01% Reduce -76.9% 701 $306K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.13% No change 700 $305K
Quotient Wealth Partners, LLC 0.01% Add +0.7% 692 $302K
West Family Investments, Inc. 0.11% Reduce -26.9% 691 $301K
Maseco LLP 0.01% No change 690 $301K
Rossby Financial, LCC 0.06% Add +117.1% 686 $301K
Rice Hall James & Associates, LLC 0.02% No change 689 $301K
Outlook Wealth Advisors, LLC 0.07% Reduce -0.6% 688 $300K
Wedbush Securities Inc. 0.01% Add +17.8% 687 $300K
Salem Investment Counselors Inc. 0.01% No change 687 $300K
Guyasuta Investment Advisors Inc. 0.02% Reduce -8.9% 686 $299K
NorthRock Partners, LLC 0.00% Add +5.4% 684 $298K
Boltwood Capital Management 0.08% Reduce -2.9% 680 $297K
Balboa Wealth Partners 0.05% Add +0.1% 675 $295K
Advisors Capital Management, LLC 0.00% Reduce -5.5% 672 $293K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -3.8% 664 $290K
Advyzon Investment Management, LLC 0.03% Add +4.7% 663 $289K
FourThought Financial Partners, LLC 0.02% Reduce -15.6% 662 $289K
Innova Wealth Partners 0.14% Add +52.4% 657 $286K
Wulff, Hansen & Co. 0.29% Add +1.6% 655 $286K
D'Orazio & Associates, Inc. 0.04% Add +17.2% 655 $286K
Capital Research Global Investors 0.00% New 647 $282K
AlphaGrep UK Ltd 0.08% Reduce -12.8% 643 $281K
Saybrook Capital 0.08% No change 643 $281K
Childress Capital Advisors, LLC 0.05% Reduce -3.3% 642 $280K
Atlantic Union Bankshares Corp 0.01% Add +46.4% 641 $280K
Cypress Asset Management Inc. 0.06% No change 639 $279K
Avior Wealth Management, LLC 0.01% New 639 $279K
First Citizens Bank & Trust Co. 0.01% Add +37.4% 639 $279K
Integrity Alliance, Llc. 0.01% Add +1.6% 638 $279K
Dunhill Financial, LLC 0.07% Reduce -0.5% 638 $279K
Essex Financial Services, Inc. 0.02% Add +4.6% 632 $276K
Ariadne Wealth Management, LP 0.12% New 631 $275K
Cape Ann Savings Bank 0.14% Reduce -4.5% 630 $275K
Larson Financial Group LLC 0.01% Add +16.5% 628 $274K
Victory Financial Group, LLC 0.03% Add +9.0% 627 $274K
CVA Family Office, LLC 0.03% Add +17.0% 626 $273K
Resolute Wealth Strategies, LLC 0.12% Add +3.8% 623 $272K
Birch Hill Investment Advisors LLC 0.01% No change 620 $270K
Twin Lakes Capital Management, LLC 0.12% No change 620 $270K
Alta Advisers Ltd 0.10% No change 611 $267K
Pathfinder Wealth Consulting, Inc. 0.17% Reduce -0.5% 610 $266K
Perpetual Ltd 0.00% Add +7.6% 607 $265K
Ignite Planners, LLC 0.04% Add +12.7% 604 $263K
BSW Wealth Partners 0.03% Reduce -47.7% 601 $262K
TrinityBridge Ltd 0.01% Reduce -10.4% 600 $262K
EagleClaw Capital Managment, LLC 0.04% No change 600 $262K
Caldwell Trust Co 0.02% No change 600 $262K
B. Riley Wealth Advisors, Inc. 0.02% Add +37.5% 601 $260K
Net Worth Advisory Group 0.05% Add +4.2% 593 $259K
Fenimore Asset Management Inc 0.01% No change 592 $258K
Commerce Advisors, LLC 0.22% — 591 $258K
Defiance ETFs, LLC 0.00% New 591 $258K
Highland Capital Management, LLC 0.01% No change 590 $257K
Morris Financial Concepts, Inc. 0.09% No change 589 $257K
OpenArc Corporate Advisory, LLC 0.00% Add +17.2% 587 $256K
Legacy Advisors, LLC 0.03% Reduce -26.3% 583 $254K
Ewa, LLC 0.06% Add +9.0% 583 $254K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $253K
Financial Consulate, Inc. 0.03% Reduce -24.2% 579 $252K
Atala Financial Inc 0.17% No change 576 $250K
Tyche Wealth Partners LLC 0.04% No change 574 $250K
Endowment Wealth Management, Inc. 0.11% Add +4.6% 571 $249K
Sensenig Capital Advisors, Inc 0.25% No change 567 $247K
SBI Securities Co., Ltd. 0.01% Reduce -0.2% 566 $247K
Busey Bank 0.01% No change 563 $246K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -4.9% 563 $246K
Regent Peak Wealth Advisors LLC 0.05% Add +1.8% 561 $245K
DV Trading LLC 0.02% Add +250.0% 560 $244K
Claret Asset Management Corp 0.03% Reduce -3.0% 559 $244K
Drive Wealth Management, LLC 0.05% New 559 $244K
Ackerman Asset Management, LLC 0.17% New 559 $244K
EntryPoint Capital, LLC 0.07% New 559 $244K
Manchester Capital Management LLC 0.04% Add +1.1% 559 $244K
Magnetar Financial LLC 0.00% New 559 $242K
Howe & Rusling Inc. 0.02% Reduce -0.5% 552 $241K
Baker Tilly Wealth Management, LLC 0.06% Reduce -3.9% 550 $240K
Conning Inc. 0.01% Reduce -35.1% 550 $240K
Panoramic Capital Partners, LLC 0.15% Reduce -0.4% 549 $240K
TRB Wealth Management, LLC 0.03% — 549 $240K
Earned Wealth Advisors, LLC 0.02% New 548 $239K
Family Manage LLC 0.03% New 548 $239K
Trust Point Inc. 0.02% Add +5.6% 547 $239K
Howard Capital Management, LLC 0.00% Reduce -47.0% 547 $239K
E Fund Management Co., Ltd. 0.01% — 547 $239K
Versant Capital Management, Inc 0.02% Add +26.6% 542 $236K
Soltis Investment Advisors LLC 0.02% New 541 $236K
Principle Wealth Partners LLC 0.01% Add +0.9% 540 $236K
BW Gestao de Investimentos Ltda. 0.01% New 539 $235K
BCS Private Wealth Management, Inc. 0.07% New 536 $234K
Sigma Planning Corp 0.01% New 534 $233K
CMH Wealth Management LLC 0.04% No change 533 $233K
Delta Investment Management, LLC 0.04% No change 531 $232K
Great Lakes Advisors, LLC 0.00% Reduce -24.3% 531 $232K
Layline Advisors, LLC 0.26% — 530 $231K
Reliant Investment Management, LLC 0.11% No change 528 $230K
Asset Advisory Group, Inc. 0.12% No change 527 $230K
Klingman & Associates, LLC 0.01% Add +8.0% 527 $230K
TCI Wealth Advisors, Inc. 0.01% Reduce -2.2% 523 $228K
Hancock Whitney Corp. 0.00% Reduce -1.8% 498 $228K
TD Private Client Wealth LLC 0.00% Add +21.7% 522 $228K
SmartHarvest Portfolios, LLC 0.09% Reduce -19.7% 521 $227K
Larry Mathis Financial Planning, LLC 0.20% Reduce -44.2% 512 $223K
CHICAGO TRUST Co NA 0.04% Reduce -68.4% 512 $223K
Valmark Advisers, Inc. 0.00% Reduce -6.6% 512 $223K
Diversify Advisory Services, LLC 0.03% Reduce -63.9% 484 $223K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 510 $222K
Moss Adams Wealth Advisors LLC 0.02% New 508 $222K
Quent Capital, LLC 0.02% Add +16.0% 507 $221K
SVB Wealth LLC 0.01% Reduce -52.7% 507 $221K
Athena Wealth Management, LLC 0.18% New 505 $220K
D.B. Root & Company, LLC 0.05% Reduce -13.4% 503 $219K
Sharkey, Howes & Javer 0.03% Reduce -5.8% 502 $219K
Peck Wealth Management, LLC 0.22% No change 500 $218K
Lombard Odier Asset Management (USA) Corp 0.16% New 500 $218K
Flywheel Private Wealth LLC 0.12% New 500 $218K
Garrison Point Advisors, LLC 0.10% No change 500 $218K
Cherokee Insurance Co 0.08% No change 500 $218K
Burke & Herbert Bank & Trust Co. 0.06% No change 500 $218K
Wayfinding Financial, LLC 0.09% Reduce -1.0% 500 $218K
Florida Trust Wealth Management Co 0.01% No change 492 $215K
Altar Rock LLC 0.25% New 490 $214K
AlphaCore Capital LLC 0.01% Add +7.5% 487 $212K
Advus Financial Partners, LLC 0.05% Add +19.0% 483 $211K
Income Insurance Ltd 0.14% No change 480 $209K
Patton Fund Management, Inc. 0.04% No change 479 $209K
William Howard & Co Financial Advisors Inc 0.18% No change 475 $207K
Walleye Capital LLC 0.00% Reduce -98.9% 473 $206K
Waterloo Capital, L.P. 0.01% Reduce -2.3% 473 $206K
Caden Capital Partners, LP 2.53% Add +125.4% 471 $205K
Sand Hill Global Advisors, LLC 0.01% Add +15.4% 471 $205K
Brave Warrior Advisors 0.01% No change 471 $205K
StoneX Group Inc. 0.01% New 469 $205K
Allen Capital Group, LLC 0.02% Reduce -5.6% 469 $205K
Magnus Financial Group LLC 0.02% Reduce -25.2% 464 $202K
Allstate Corp. 0.00% Reduce -96.1% 464 $202K
Deseret Mutual Benefit Administrators 0.07% Add +138.7% 463 $202K
Level Four Advisory Services, LLC 0.01% Reduce -3.1% 462 $202K
Parkside Financial Bank & Trust 0.02% Reduce -18.0% 455 $198K
Dogwood Wealth Management LLC 0.09% Add +1235.3% 454 $198K
Zions Bancorporation, National Association 0.01% Reduce -37.4% 453 $198K
Atlas Capital Advisors Inc. 0.02% Add +279.7% 448 $195K
Grove Bank & Trust 0.02% No change 444 $194K
Certuity, LLC 0.01% Reduce -61.8% 444 $194K
CYBER HORNET ETFs LLC 0.12% Reduce -6.2% 422 $185K
NBT Bank, N.A. 0.01% Reduce -55.8% 423 $185K
Twin Peaks Wealth Advisors, LLC 0.04% Reduce -56.9% 406 $177K
Cary Street Partners Investment Advisory LLC 0.04% Add +14.6% 401 $175K
Birchbrook, Inc. 0.09% No change 400 $175K
Cromwell Holdings LLC 0.09% No change 363 $158K
Cary Street Partners Financial LLC 0.00% No change 351 $153K
St Germain D J Co. Inc. 0.01% Add +25.3% 337 $147K
CoreCap Advisors, LLC 0.00% Add +4.4% 331 $144K
Prosperity Bancshares Inc 0.11% Reduce -0.3% 316 $138K
Eastern Bank 0.00% No change 295 $129K
Basecamp Wealth Advisors LLC 0.03% Reduce -0.3% 292 $127K
JNBA Financial Advisors 0.01% No change 275 $120K
Essential Partners LLC 0.04% Add +537.2% 274 $120K
Center for Financial Planning, Inc. 0.01% No change 270 $118K
AdvisorNet Financial, Inc 0.01% Reduce -1.8% 268 $117K
WPG Advisers, LLC 0.09% Add +0.4% 265 $116K
SouthState Bank Corp 0.01% Reduce -1.9% 251 $109K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -66.7% 250 $109K
Maj Invest Holding A/S 0.00% No change 245 $107K
Sound Income Strategies, LLC 0.01% Reduce -5.9% 241 $106K
North Star Investment Management Corp. 0.01% Reduce -3.2% 242 $106K
Westwind Capital 0.02% New 236 $103K
True Wealth Design, LLC 0.03% Add +440.5% 227 $99K
Cheviot Value Management, LLC 0.01% No change 220 $96K
Capula Management Ltd 0.00% Add +5400.0% 220 $96K
Owl Creek Wealth Partners LLC 0.03% — 217 $95K
True Link Financial Advisors, LLC 0.01% New 217 $95K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -90.6% 210 $94K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 210 $92K
Crews Bank & Trust 0.01% Reduce -50.0% 210 $92K
Brooklands Fund Management Ltd 0.12% Reduce -39.2% 202 $88K
Trask Adam Roland 0.08% — 200 $87K
Mb, Levis & Associates, LLC 0.04% No change 200 $87K
Atwood & Palmer Inc. 0.00% Reduce -50.0% 200 $87K
Resources Management Corp. /CT/ 0.01% No change 200 $87K
REAP Financial Group, LLC 0.02% Add +4.3% 193 $84K
Harvest Fund Management Co., Ltd 0.00% Reduce -72.3% 188 $82K
Global Assets Advisory, LLC 0.02% New 184 $80K
Islay Capital Management, LLC 0.04% No change 183 $80K
TFC Financial Management, Inc. 0.01% No change 177 $77K
Coston, McIsaac & Partners 0.02% No change 177 $77K
Montag A & Associates Inc. 0.00% New 175 $76K
Geneos Wealth Management Inc. 0.00% Reduce -22.7% 174 $76K
Your Advocates Ltd., LLP 0.02% No change 171 $75K
Private Trust Co. NA 0.01% Reduce -14.9% 171 $75K
Root Financial Partners, LLC 0.00% Reduce -22.4% 170 $74K
Evelyn Partners Investment Management LLP 0.00% No change 170 $74K
Ancora Advisors LLC 0.00% No change 169 $74K
Silvant Capital Management LLC 0.00% No change 157 $68K
Bell Investment Advisors, Inc 0.01% Add +15.9% 153 $67K
Park Place Capital Corp 0.01% Add +476.9% 150 $65K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -18.9% 146 $64K
Vision Financial Markets LLC 0.06% No change 143 $62K
Farmers & Merchants Investments Inc. 0.00% Add +17.5% 141 $62K
1015 Capital Partners, LLC 0.05% No change 129 $56K
Plante Moran Financial Advisors, LLC 0.00% No change 125 $55K
Phillip James Consulting Co. 0.04% No change 125 $54K
Private Wealth Asset Management, LLC 0.01% Add +14.2% 121 $53K
Advantage Trust Co 0.02% No change 114 $50K
JPL Wealth Management, LLC 0.01% New 113 $49K
Axiom Investment Management LLC 0.04% — 113 $49K
Activest Wealth Management 0.01% Add +33.7% 111 $48K
MV Capital Management, Inc. 0.00% Add +9.9% 111 $48K
Raleigh Capital Management Inc. 0.02% No change 109 $47K
Wall Street Financial Group, Inc. 0.03% New 107 $47K
City State Bank 0.01% No change 106 $46K
Caitong International Asset Management Co., Ltd 0.01% Reduce -65.7% 106 $46K
Keating Financial Advisory Services, Inc. 0.01% Add +31.3% 105 $46K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -2.8% 104 $45K
Wealth Enhancement Trust Services, Inc. 0.01% No change 102 $44K
Darwin Wealth Management, LLC 0.01% No change 101 $44K
Lavaca Capital LLC 0.01% No change 100 $44K
Horizon Financial Services, LLC 0.02% Add +157.9% 98 $43K
Albion Financial Group 0.00% No change 95 $41K
Bruce G. Allen Investments, LLC 0.03% Add +830.0% 93 $41K
Westfuller Advisors, LLC 0.02% No change 92 $40K
Physician Wealth Advisors, Inc. 0.01% Reduce -43.0% 90 $39K
Asset Planning,Inc 0.03% No change 89 $39K
JFS Wealth Advisors, LLC 0.00% Reduce -2.3% 86 $38K
Signature Equity Partners, LLC 0.02% No change 84 $37K
GW&K Investment Management, LLC 0.00% Reduce -1.2% 80 $35K
Salomon & Ludwin, LLC 0.00% Reduce -2.6% 76 $34K
Vanguard National Trust Co 0.00% — 73 $32K
Bogart Wealth, LLC 0.00% Add +4.8% 65 $28K
Rialto Wealth Management, LLC 0.01% Add +166.7% 64 $28K
Whipplewood Advisors, LLC 0.01% Add +1866.7% 59 $26K
Wilkerson Advisory Group LLC 0.01% Add +87.1% 58 $25K
Rational Advisors, Inc. 0.00% No change 58 $25K
Ares Financial Consulting, LLC 0.02% No change 57 $25K
Fortitude Family Office, LLC 0.01% Add +3.7% 56 $24K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 55 $24K
Solstein Capital, LLC 0.01% Reduce -48.6% 55 $24K
Financial Management Professionals, Inc. 0.00% No change 54 $24K
Nalls Sherbakoff Group, LLC 0.02% No change 52 $23K
Kemnay Advisory Services Inc. 0.00% Reduce -15.0% 51 $22K
Covestor Ltd 0.02% Reduce -32.9% 51 $22K
Compound Global Advisors, LLC 0.68% New 50 $22K
Birchwood Financial Partners, Inc. 0.02% No change 50 $22K
Silver Grove Financial Group, Inc. 0.02% New 50 $22K
Sachetta, LLC 0.01% Add +25.0% 50 $22K
Caitlin John, LLC 0.01% Reduce -14.3% 48 $21K
MidFirst Bank 0.00% New 48 $21K
Asset Dedication, LLC 0.00% No change 47 $21K
Oakworth Capital, Inc. 0.00% No change 45 $20K
KERR FINANCIAL PLANNING Corp 0.01% Add +5.0% 42 $19K
Triumph Capital Management 0.00% Add +34.4% 43 $19K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 43 $19K
First Pacific Financial 0.00% Add +110.0% 42 $18K
Brown, Lisle/Cummings, Inc. 0.00% Add +355.6% 41 $18K
Westside Investment Management, Inc. 0.00% No change 40 $18K
Bayforest Capital Ltd 0.02% New 40 $17K
Perkins Coie Trust Co 0.00% No change 40 $17K
Raffa Wealth Management, LLC 0.00% Add +2.6% 40 $17K
Private Wealth Management Group, LLC 0.00% No change 39 $17K
Truvestments Capital LLC 0.00% No change 39 $17K
LRI Investments, LLC 0.00% Add +62.5% 39 $17K
Joseph Group Capital Management 0.00% Add +63.6% 36 $16K
Avion Wealth 0.00% Add +9.4% 35 $15K
Aspect Partners, LLC 0.01% Add +6.3% 34 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 33 $14K
Highline Wealth Partners LLC 0.00% Add +3.2% 32 $14K
Frazier Financial Advisors, LLC 0.01% Add +100.0% 32 $14K
Abound Wealth Management 0.00% Add +15.4% 30 $13K
SJS Investment Consulting Inc. 0.00% Add +38.1% 29 $13K
Glen Eagle Advisors, LLC 0.00% Reduce -17.6% 28 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $12K
SHP Wealth Management 0.00% Add +3.7% 28 $12K
Innovative Asset Advisors Group, LLC 0.01% — 27 $12K
Clearstead Trust, LLC 0.00% No change 27 $12K
Meeder Asset Management Inc. 0.00% Reduce -99.7% 26 $11K
Summit Securities Group LLC 0.01% Reduce -92.5% 26 $11K
Spire Wealth Management 0.00% Reduce -88.3% 26 $11K
Legacy Bridge, LLC 0.00% Reduce -28.6% 25 $11K
Avalon Trust Co 0.00% No change 25 $11K
Kings Path Partners LLC 0.00% No change 25 $11K
Global Wealth Strategies & Associates 0.00% No change 25 $11K
Ascentis Wealth Management, LLC 0.00% New 25 $11K
Heritage Wealth Advisors 0.00% Add +1150.0% 25 $11K
Scarborough Advisors, LLC 0.00% New 24 $10K
First Command Advisory Services, Inc. 0.00% Add +64.3% 23 $10K
Ascentis Independent Advisors 0.00% Reduce -94.6% 23 $10K
Cassaday & Co Wealth Management LLC 0.00% New 21 $9K
Quest 10 Wealth Builders, Inc. 0.01% Add +900.0% 20 $9K
Valued Wealth Advisors LLC 0.00% Add +90.0% 19 $8K
Swiss Re Ltd. 0.05% No change 19 $8K
Cornerstone Financial Management LLC 0.01% Reduce -5.3% 18 $8K
Virtus Advisers, LLC 0.00% Reduce -66.0% 18 $8K
Hughes Financial Services, LLC 0.00% Add +12.5% 18 $8K
Meramec Financial Planners, LLC 0.00% No change 17 $8K
Bay Harbor Wealth Management, LLC 0.00% Add +21.4% 17 $7K
Archer Investment Corp 0.00% No change 17 $7K
PFS Partners, LLC 0.00% Add +23.1% 16 $7K
Bare Financial Services, Inc 0.00% Reduce -33.3% 16 $7K
Elevation Wealth Partners, LLC 0.00% Add +6.7% 16 $7K
Nemes Rush Group LLC 0.00% No change 16 $7K
Kilter Group LLC 0.00% Reduce -31.8% 15 $7K
Synergy Investment Management, LLC 0.00% New 15 $7K
Medallion Wealth Advisors, LLC 0.00% New 15 $7K
High Note Wealth, LLC 0.00% Reduce -31.8% 15 $7K
Chilton Capital Management LLC 0.00% Add +87.5% 15 $7K
Murphy & Mullick Capital Management Corp 0.00% No change 14 $6K
Signature Resources Capital Management, LLC 0.00% Add +133.3% 14 $6K
Adirondack Trust Co. 0.00% No change 14 $6K
Transce3nd, LLC 0.05% New 13 $6K
Riverview Trust Co 0.01% No change 13 $6K
Aventura Private Wealth, LLC 0.00% Add +225.0% 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
Nova Wealth Management, Inc. 0.00% No change 12 $5K
Torren Management, LLC 0.00% No change 12 $5K
Vermillion Wealth Management, Inc. 0.00% New 12 $5K
Rosenberg Matthew Hamilton 0.00% Reduce -53.9% 12 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $5K
HighMark Wealth Management LLC 0.00% No change 11 $5K
Clayton Financial Group LLC 0.00% No change 10 $4K
Strategic Wealth Partners, Ltd. 0.00% Add +25.0% 10 $4K
Pacific Center for Financial Services 0.00% No change 9 $4K
Prestige Wealth Management Group LLC 0.00% No change 9 $4K
Marquette Asset Management, LLC 0.00% Reduce -43.8% 9 $4K
Principia Wealth Advisory, LLC 0.00% Add +12.5% 9 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 9 $4K
Motco 0.00% No change 9 $4K
Clark Wealth Partners 0.00% Reduce -61.9% 8 $3K
MPWM Advisory Solutions, LLC 0.00% No change 8 $3K
Lodestone Wealth Management LLC 0.00% Reduce -11.1% 8 $3K
Longfellow Investment Management Co. LLC 0.00% No change 8 $3K
Colonial Trust Co / SC 0.00% Reduce -42.9% 8 $3K
Longview Financial Advisors, Inc. 0.00% New 7 $3K
Corsicana & Co. 0.00% No change 7 $3K
Rakuten Securities, Inc. 0.00% Reduce -61.1% 7 $3K
Burk Holdings LLC 0.00% New 7 $3K
American Capital Advisory, LLC 0.00% Add +40.0% 7 $3K
Elevated Capital Advisors, LLC 0.00% No change 7 $3K
Nvwm, LLC 0.00% No change 7 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -71.4% 6 $3K
Financial Network Wealth Advisors LLC 0.00% Add +150.0% 5 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Legacy Wealth Managment, LLC 0.00% No change 5 $2K
Richardson Capital Management LLC 0.00% New 5 $2K
Pacifica Partners Inc. 0.00% No change 5 $2K
United Community Bank 0.00% Reduce -81.5% 5 $2K
Mascoma Wealth Management LLC 0.00% Add +66.7% 5 $2K
WestEnd Advisors, LLC 0.00% No change 5 $2K
Investors Portfolio Services LLC 0.00% No change 4 $2K
POM Investment Strategies, LLC 0.00% New 4 $2K
Arlington Trust Co LLC 0.00% New 4 $2K
TD Capital Management LLC 0.00% No change 3 $1K
Portus Wealth Advisors, LLC 0.00% New 3 $1K
Nvest Wealth Strategies, Inc. 0.00% New 3 $1K
HFM Investment Advisors, LLC 0.00% No change 3 $1K
Cedar Mountain Advisors, LLC 0.00% No change 3 $1K
BankPlus Trust Department 0.00% No change 3 $1K
1620 Investment Advisors, Inc. 0.00% No change 2 $1K
Winthrop Capital Management, LLC 0.00% No change 2 $1K
Valley National Advisers Inc. 0.00% No change 3 $1K
Golden State Wealth Management, LLC 0.00% No change 2 $874
Seneschal Advisors, LLC 0.00% No change 2 $873
Quaker Wealth Management, LLC 0.00% No change 2 $873
Curio Wealth, LLC 0.00% New 2 $873
Anfield Capital Management, LLC 0.00% No change 2 $873
Tidemark, LLC 0.00% New 2 $873
Arcadia Investment Management Corp. 0.00% No change 2 $873
Harbor Investment Advisory, LLC 0.00% Reduce -88.9% 2 $873
Destiny Wealth Partners, LLC 0.00% New 2 $873
Country Trust Bank 0.00% No change 2 $873
3 Factor Indexing, LLC 0.00% — 1 $437
Rachor Investment Advisory Services, LLC 0.00% New 1 $437
West Branch Capital LLC 0.00% No change 1 $437
DecisionPoint Financial, LLC 0.00% No change 1 $437
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $436
TopTier Wealth Management, LLC 0.00% New 1 $436
E Fund Management (Hong Kong) Co., Ltd. 0.00% Reduce -99.6% 1 $436
Stone House Investment Management, LLC 0.00% Reduce -66.7% 1 $436
IMA Advisory Services, Inc. 0.00% No change 1 $436
Y.D. More Investments Ltd 0.00% Reduce -11.7% 98 $135

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