Moody'sMCO

13F holders, Q2 2026 (June 30)
1,415holders +28
135new positions
110sold out
22famous investors
$452.81avg. 13F price*

At the end of Q2 2026, 1,415 institutions reported holding Moody's Corp. (MCO) in their 13F filings, up 28 from Q1 2026. 135 opened new positions and 110 sold out. The largest holders were Berkshire Hathaway ($11.2B), TCI Fund Management ($6.5B) and BlackRock, Inc. ($5.6B). 22 famous investors held it, including Dev Kantesaria (19.1% of Valley Forge Capital Management's portfolio), Chris Hohn (12.3% of TCI Fund Management's portfolio) and Chuck Akre (10.3% of Akre Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions135$384.5M
Exits110$461.9M

All 13F filers, Q1 2026 → Q2 2026: 5,504,682 shares bought and 10,410,973 shares sold, net −4,906,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,415 holders

Berkshire Hathaway 3.73% No change 24,669,778 $11.2B
TCI Fund Management 12.30% No change 14,334,027 $6.5B
BlackRock, Inc. 0.08% Reduce -5.1% 12,461,878 $5.6B
Vanguard Capital Management LLC 0.09% Reduce -1.3% 9,757,973 $4.4B
State Street Corp. 0.10% Reduce -0.4% 7,111,386 $3.2B
FMR LLC 0.10% Reduce -0.0% 4,985,040 $2.3B
Geode Capital Management, LLC 0.10% Reduce -1.8% 4,006,816 $1.8B
Vanguard Portfolio Management LLC 0.08% Reduce -3.8% 3,733,380 $1.7B
Morgan Stanley 0.06% Add +2.5% 2,379,424 $1.1B
Norges Bank 0.11% — 2,372,048 $1.1B
PineStone Asset Management Inc. 6.39% Reduce -2.8% 2,283,961 $1.0B
Goldman Sachs Group Inc. 0.10% Reduce -1.4% 2,126,435 $963.1M
Fiera Capital Corp 3.43% Reduce -11.5% 2,085,400 $944.5M
Bank of New York Mellon Corp 0.15% Reduce -14.0% 2,019,609 $914.7M
Egerton Capital (UK) LLP 7.46% Add +10.3% 1,704,229 $771.9M
Northern Trust Corp. 0.09% Reduce -4.6% 1,671,990 $757.3M
T. Rowe Price Associates Inc. 0.07% Reduce -15.6% 1,545,468 $700.0M
Principal Financial Group Inc. 0.33% Add +35.1% 1,461,325 $661.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +2.4% 1,420,099 $643.2M
Windacre Partnership LLC 6.31% Add +5.8% 1,409,900 $638.6M
Valley Forge Capital Management 19.14% No change 1,317,188 $596.6M
Massachusetts Financial Services Co. 0.18% Reduce -10.7% 1,186,385 $565.8M
Invesco Ltd. 0.04% Add +16.8% 1,201,752 $544.3M
Charles Schwab Investment Management Inc. 0.07% Add +4.8% 1,201,108 $544.0M
Akre Capital Management 10.26% Reduce -7.2% 1,156,893 $524.0M
Rothschild & Co Wealth Management UK Ltd 7.22% Reduce -0.4% 1,104,935 $500.4M
Dimensional Fund Advisors LP 0.09% Add +21.3% 1,070,784 $485.0M
AQR Capital Management 0.16% Add +131.7% 1,045,155 $471.0M
Amundi 0.11% Add +20.0% 1,011,495 $458.1M
Legal & General Group Plc 0.09% Reduce -4.6% 996,557 $451.4M
Vanguard Fiduciary Trust Co. 0.08% Reduce -3.7% 851,332 $385.6M
Ninety One UK Ltd 0.85% Reduce -0.4% 836,571 $378.9M
Royal Bank of Canada 0.06% Add +4.1% 818,967 $370.9M
Schroder Investment Management Group 0.24% Reduce -16.5% 744,030 $337.0M
Deutsche Bank AG 0.10% Reduce -3.4% 721,425 $326.7M
Baillie Gifford & Co. 0.29% Reduce -6.1% 717,871 $325.1M
Neuberger Berman Group LLC 0.20% Reduce -0.5% 677,875 $307.0M
Bank of America Corp. 0.02% Reduce -4.3% 642,955 $291.2M
Russell Investments Group, Ltd. 0.25% Add +1.4% 622,705 $282.0M
Stifel Financial Corp. 0.23% Reduce -6.3% 614,280 $278.2M
Barclays PLC 0.09% Reduce -14.6% 606,233 $274.6M
Nuveen, LLC 0.06% Reduce -12.8% 575,490 $260.7M
Longview Partners (Guernsey) LTD 4.11% Reduce -21.3% 558,785 $253.1M
Allen Investment Management, LLC 2.93% Reduce -22.4% 544,862 $246.8M
JPMorgan Chase & Co. 0.01% Reduce -1.3% 539,316 $244.2M
Generation Investment Management LLP 2.37% Add +47.0% 538,516 $243.9M
National Pension Service 0.15% Add +0.3% 500,927 $226.9M
Nordea Investment Management AB 0.18% Reduce -10.6% 499,137 $226.9M
BLS Capital Fondsmaeglerselskab A/S 8.11% Reduce -10.3% 464,583 $210.4M
Ako Capital LLP 4.52% Reduce -16.2% 427,920 $193.8M
Marshfield Associates 4.49% Reduce -21.6% 422,806 $191.5M
HSBC Holdings PLC 0.09% Reduce -10.0% 413,412 $187.2M
Envestnet Asset Management Inc. 0.04% Reduce -3.6% 412,231 $186.7M
Storebrand Asset Management As 0.46% Reduce -0.2% 410,972 $186.1M
Local Pensions Partnership Investment Ltd 3.87% Reduce -9.8% 407,207 $184.5M
Evergreen Quality Fund GP, Ltd. 2.95% Add +19.9% 404,200 $183.1M
APG Asset Management N.V. 0.42% Reduce -37.4% 428,004 $169.6M
Canoe Financial LP 2.09% Reduce -4.8% 373,122 $169.0M
D. E. Shaw & Co. 0.11% Add +48.6% 369,114 $167.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +3.3% 366,989 $166.2M
Lazard Asset Management LLC 0.23% Add +18.2% 338,284 $153.2M
California Public Employees Retirement System 0.09% Add +13.1% 332,872 $150.8M
UBS Group AG 0.02% Reduce -43.9% 330,302 $149.6M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -4.6% 329,301 $149.1M
Vanguard Global Advisers, LLC 0.07% Reduce -3.4% 324,142 $146.8M
Royal London Asset Management Ltd. 0.27% Add +275.2% 319,889 $144.9M
Caisse de depot et placement du Quebec 0.20% Reduce -13.8% 316,164 $143.2M
Skye Global Management LP 2.75% Reduce -15.2% 312,000 $141.3M
Altarock Partners LP 3.23% Reduce -64.9% 302,624 $137.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% Add +9.4% 297,554 $134.8M
Voya Investment Management LLC 0.13% Reduce -18.9% 293,829 $133.1M
Rhumbline Advisers 0.10% Reduce -6.0% 286,412 $129.7M
Canada Pension Plan Investment Board 0.07% Add +50.5% 279,599 $126.6M
SG Americas Securities, LLC 0.07% Reduce -8.8% 273,648 $123.9M
Newport Trust Company, LLC 0.30% Reduce -0.8% 270,475 $122.5M
DF Dent & Co. Inc. 2.31% Reduce -8.8% 269,427 $122.0M
Natixis Advisors, LLC 0.13% Reduce -2.7% 264,848 $120.0M
Wells Fargo & Company 0.02% Add +55.2% 262,244 $118.8M
Junto Capital Management LP 2.18% Add +195.1% 260,298 $117.9M
King Luther Capital Management Corp. 0.46% Reduce -5.8% 244,615 $110.8M
Citigroup Inc. 0.05% Add +51.2% 242,383 $109.8M
Bristol John W & Co. Inc. 1.53% Reduce -0.8% 228,446 $103.5M
Sei Investments Co. 0.09% Reduce -11.0% 228,164 $103.3M
Jones Financial Companies LLLP 0.04% Add +1.7% 226,478 $101.9M
California State Teachers Retirement System 0.09% Reduce -7.2% 221,766 $100.4M
Markel Group 0.74% No change 213,890 $96.9M
Holocene Advisors, LP 0.22% Add +241.5% 208,079 $94.2M
Congress Asset Management Co. 0.57% Reduce -3.8% 205,324 $93.0M
HighTower Advisors, LLC 0.09% Reduce -11.8% 200,594 $90.9M
National Bank of Canada 0.08% Reduce -13.3% 193,214 $87.5M
Robeco Institutional Asset Management B.V. 0.11% Reduce -30.8% 191,260 $86.6M
Ameriprise Financial Inc. 0.02% Reduce -45.9% 186,770 $84.6M
BNP Paribas Financial Markets 0.04% Reduce -63.5% 184,188 $83.4M
New York State Common Retirement Fund 0.10% Reduce -8.2% 182,158 $82.5M
Chilton Investment Co. Inc. 1.94% Reduce -9.3% 178,199 $80.7M
Bank of Montreal 0.03% Add +13.8% 177,221 $80.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Reduce -2.8% 176,528 $79.9M
1832 Asset Management L.P. 0.10% Add +68.5% 175,377 $79.4M
Ycg, LLC 6.94% Reduce -0.4% 174,210 $78.9M
PFA Pension, Forsikringsaktieselskab 0.19% Reduce -2.9% 169,399 $76.7M
Barr E S & Co. 4.15% Add +2.2% 163,383 $74.0M
Millennium Management 0.05% Add +1612.6% 161,259 $73.0M
Aviva PLC 0.11% Reduce -4.1% 159,149 $72.1M
Mackenzie Financial Corp. 0.07% Add +149.6% 157,441 $71.3M
Freestone Grove Partners LP 0.47% New 157,074 $71.1M
Schwartz Investment Counsel Inc. 2.30% No change 153,000 $69.3M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -36.6% 151,129 $68.4M
Alliancebernstein L.P. 0.02% Reduce -6.3% 151,630 $66.1M
Sarasin & Partners LLP 0.77% Reduce -49.3% 145,786 $66.0M
Meridiem Capital Partners LP 3.02% New 144,783 $65.6M
Armstrong Henry H Associates Inc. 6.33% Add +0.1% 144,243 $65.3M
Aberdeen Group plc 0.09% Reduce -8.2% 143,584 $65.0M
Captrust Financial Advisors 0.10% Reduce -1.7% 142,881 $64.7M
XXEC, Inc. 8.25% Add +104.5% 141,570 $63.5M
Quantinno Capital Management LP 0.08% Add +34.3% 140,000 $63.4M
Caledonia Investments PLC 6.99% Add +5.0% 136,300 $61.7M
PNC Financial Services Group, Inc. 0.03% Reduce -0.3% 134,182 $60.8M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -2.6% 133,854 $60.6M
Assenagon Asset Management S.A. 0.08% Add +156.5% 133,743 $60.6M
Susquehanna Fundamental Investments, LLC 1.14% Add +2.8% 133,282 $60.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -5.8% 131,750 $59.7M
Longaeva Partners L.P. 1.71% New 130,864 $59.3M
Lazard Freres Gestion S.A.S. 1.01% Add +9.8% 128,644 $58.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.04% No change 128,307 $58.1M
KBC Group NV 0.13% Reduce -0.8% 128,081 $58.0M
Rings Capital Management LLC 27.65% No change 120,000 $54.4M
CANADA LIFE ASSURANCE Co 0.09% Reduce -5.8% 119,808 $54.2M
GFI Investment Counsel Ltd. 7.24% Reduce -2.1% 117,879 $53.4M
Manning & Napier Advisors LLC 0.66% Reduce -6.2% 114,103 $51.7M
New York State Teachers Retirement System 0.09% Reduce -10.0% 112,138 $50.8M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -32.1% 109,011 $49.4M
Tidal Investments LLC 0.12% Add +25.2% 107,973 $48.9M
DekaBank Deutsche Girozentrale 0.08% No change 109,449 $47.1M
Squarepoint Ops LLC 0.09% Add +410.2% 103,385 $46.8M
Baskin Financial Services Inc. 3.67% Reduce -1.7% 103,006 $46.7M
Quantum Capital Management, LLC / NJ 5.72% Add +1.1% 100,778 $45.6M
Renaissance Technologies 0.06% Reduce -11.8% 98,800 $44.7M
First Trust Advisors LP 0.03% Reduce -74.7% 98,335 $44.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -21.5% 96,147 $43.5M
Gillson Capital LP 2.52% Add +4.7% 94,628 $42.9M
Danske Bank A/S 0.09% Reduce -0.3% 94,315 $42.7M
Franklin Resources Inc. 0.01% Reduce -15.2% 91,341 $41.4M
First Manhattan Co. Llc. 0.10% Reduce -0.3% 89,014 $40.3M
Manufacturers Life Insurance Company, The 0.03% Reduce -15.1% 85,711 $38.8M
Mar Vista Investment Partners LLC 3.86% Reduce -7.1% 85,542 $38.7M
Ironvine Capital Partners, LLC 3.60% Add +4.1% 85,200 $38.6M
Balyasny Asset Management L.P. 0.07% Add +3306.6% 84,825 $38.4M
State of Wisconsin Investment Board 0.08% Reduce -10.2% 83,681 $37.9M
Pictet Asset Management Holding SA 0.04% Reduce -30.1% 83,331 $37.7M
KLP Kapitalforvaltning As 0.12% Add +3.2% 82,541 $37.4M
Agf Management Ltd. 0.14% Add +16.3% 81,714 $37.0M
Raymond James Financial Inc. 0.01% Reduce -38.1% 79,982 $36.2M
Summitry LLC 1.19% Reduce -0.1% 79,967 $36.2M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -3.8% 79,021 $35.8M
Vanguard Investments Australia, Ltd. 0.09% Reduce -3.5% 76,964 $34.9M
Korea Investment CORP 0.07% Reduce -29.3% 75,995 $34.4M
Nykredit A/S 0.13% — 75,831 $34.3M
Focus Partners Wealth 0.04% Add +2.6% 75,830 $34.3M
Fifth Third Bancorp 0.06% Reduce -4.9% 75,250 $34.1M
Bank of Nova Scotia 0.05% Reduce -7.4% 75,226 $34.1M
BRX Global LP 41.39% No change 74,868 $33.9M
Vinva Investment Management Ltd 0.23% Add +58.4% 74,838 $33.9M
Asset Management One Co., Ltd. 0.08% Add +0.1% 72,679 $32.9M
Banque Pictet & Cie SA 0.33% Add +0.9% 71,301 $32.3M
Prudential Financial Inc. 0.03% Reduce -30.9% 70,401 $31.9M
Teacher Retirement System of Texas 0.08% Reduce -38.1% 69,194 $31.3M
Mariner, LLC 0.03% Reduce -3.4% 68,324 $30.9M
Swedbank AB 0.03% Add +1.0% 67,899 $30.8M
Zacks Investment Management 0.22% Add +1.3% 67,443 $30.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Reduce -13.4% 67,113 $30.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -7.8% 65,496 $29.7M
Citadel Advisors 0.02% Reduce -20.5% 64,798 $29.3M
Public Employees Retirement System of Ohio 0.09% Reduce -13.5% 64,614 $29.3M
Ninety One North America, Inc. 1.36% Reduce -3.8% 64,100 $29.0M
Treasurer of the State of North Carolina 0.07% Reduce -3.9% 63,942 $29.0M
Blair William & Co. 0.08% Reduce -5.0% 63,605 $28.8M
CIBC Bancorp USA Inc. 0.04% Reduce -12.7% 63,468 $28.7M
Cerity Partners LLC 0.03% Add +15.8% 62,645 $28.4M
Cullen/Frost Bankers, Inc. 0.28% Reduce -0.7% 61,717 $28.0M
Renaissance Group LLC 1.13% Add +0.3% 61,696 $27.9M
Nomura Asset Management Co. Ltd. 0.06% Reduce -2.8% 60,522 $27.4M
Makena Capital Management LLC 2.84% Add +21.6% 59,671 $27.0M
LPL Financial LLC 0.01% Reduce -3.0% 59,327 $26.9M
Susquehanna International Group, LLP 0.02% Add +241.7% 58,735 $26.6M
Nisa Investment Advisors, LLC 0.08% Reduce -2.0% 58,362 $26.4M
J. Safra Sarasin Holding AG 0.37% Add +3.9% 59,509 $26.0M
Candriam S.C.A. 0.11% Add +0.5% 55,960 $25.3M
Federation des caisses Desjardins du Quebec 0.08% Add +57.0% 55,727 $25.2M
Tredje AP-fonden 0.11% Add +13.2% 55,347 $25.1M
State of Tennessee, Department of Treasury 0.07% Add +7.3% 54,914 $24.9M
CI Investments Inc. 0.08% Add +16.1% 54,833 $24.8M
Obermeyer Wealth Partners 1.01% Add +0.6% 54,772 $24.8M
Norris Perne & French LLP 1.06% Add +0.2% 54,691 $24.8M
Gabelli Funds LLC 0.16% Reduce -0.6% 54,298 $24.6M
TD Asset Management Inc 0.02% Reduce -39.3% 53,893 $24.4M
11 Capital Partners LP 7.12% Add +1.5% 53,694 $24.3M
Ensign Peak Advisors, Inc 0.04% Reduce -8.6% 53,662 $24.3M
Victory Capital Management Inc. 0.01% Reduce -3.1% 53,518 $24.2M
Castleark Management LLC 0.65% Add +216.2% 53,444 $24.2M
Toronto Dominion Bank 0.04% Reduce -18.1% 53,028 $24.0M
Wellington Management Group LLP 0.00% Add +7.1% 52,452 $23.8M
O'shaughnessy Asset Management, LLC 0.11% Add +4.0% 52,244 $23.7M
Coalescence Partners Investment Management, LP 6.94% Reduce -49.6% 52,204 $23.6M
Select Equity Group, L.P. 0.13% Add +5.1% 52,073 $23.6M
Bluegrass Capital Partners LP 15.30% No change 52,000 $23.6M
Gotham Asset Management 0.05% Add +24.5% 51,849 $23.5M
M&T Bank Corp 0.07% Reduce -2.8% 51,840 $23.5M
Creative Planning 0.01% Add +15.7% 51,572 $23.4M
Handelsbanken Fonder AB 0.07% Reduce -5.6% 51,274 $23.2M
Vancity Investment Management Ltd 3.48% Add +0.1% 51,260 $23.2M
Unio Capital LLC 4.40% Add +0.3% 51,141 $23.2M
Welch & Forbes LLC 0.28% Add +0.4% 51,007 $23.1M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Reduce -35.6% 50,957 $23.1M
Swiss Life Asset Management Ltd 0.10% Add +1.9% 50,432 $22.8M
Mediolanum International Funds Ltd 0.19% Reduce -8.3% 50,086 $22.7M
State of New Jersey Common Pension Fund D 0.08% Reduce -12.1% 48,593 $22.0M
UniSuper Management Pty Ltd 0.11% Add +8.7% 47,576 $21.5M
Perigon Wealth Management, LLC 0.33% Add +0.1% 46,339 $21.0M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -11.3% 45,687 $20.7M
Resona Asset Management Co.,Ltd. 0.10% Reduce -12.8% 44,952 $20.4M
Fiduciary Group, LLC 1.59% Reduce -1.4% 44,647 $20.2M
Osaic Holdings, Inc. 0.02% Reduce -0.1% 44,516 $20.2M
Rafferty Asset Management, LLC 0.05% Add +17.3% 43,767 $19.8M
Campbell Newman Asset Management Inc. 1.47% Reduce -7.0% 43,743 $19.8M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -30.0% 43,720 $19.8M
Public Sector Pension Investment Board 0.05% Reduce -1.7% 42,908 $19.4M
Czech National Bank 0.11% Add +2.4% 42,765 $19.4M
Kestra Advisory Services, LLC 0.06% Add +4.7% 41,929 $19.0M
Arizona State Retirement System 0.10% Reduce -4.9% 41,818 $18.9M
Eurizon Capital SGR S.p.A. 0.05% Reduce -14.4% 41,804 $18.9M
Voloridge Investment Management, LLC 0.08% Reduce -86.0% 41,602 $18.8M
CIBC Asset Management Inc 0.04% Reduce -3.0% 41,063 $18.6M
State of Michigan Retirement System 0.08% Reduce -3.6% 40,606 $18.4M
Credit Agricole S A 0.05% Reduce -51.4% 40,444 $18.3M
Janney Montgomery Scott LLC 0.04% Add +33.2% 40,400 $18.3M
MUFG Securities EMEA plc 0.19% Add +46.6% 40,001 $18.1M
Varma Mutual Pension Insurance Co 0.10% Reduce -5.0% 39,766 $18.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +8.9% 39,195 $17.8M
Ieq Capital, LLC 0.08% Add +75.0% 37,900 $17.2M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +3.1% 37,182 $16.8M
MetLife Investment Management, LLC 0.08% Reduce -13.5% 37,100 $16.8M
Generate Investment Management Ltd 0.68% Add +7.8% 36,523 $16.5M
Baron Capital (BAMCO) 0.02% Add +0.5% 36,429 $16.5M
Xponance LLC 0.10% Reduce -21.1% 35,791 $16.2M
Bank Pictet & Cie (Europe) AG 0.31% Reduce -5.2% 35,374 $16.0M
DNB Asset Management AS 0.04% Reduce -3.7% 35,306 $16.0M
Tokio Marine Asset Management Co. Ltd. 0.49% Add +10.3% 35,200 $15.9M
Oxbow Advisors, LLC 1.31% Add +1.7% 35,129 $15.9M
AE Wealth Management LLC 0.07% Add +6.6% 35,034 $15.9M
SEB Asset Management AB 0.06% Reduce -0.2% 34,886 $15.8M
GHP Investment Advisors, Inc. 0.58% Reduce -4.2% 34,662 $15.7M
Oakcliff Capital Partners, LP 5.74% New 34,000 $15.4M
ProShare Advisors LLC 0.02% Add +1.5% 33,819 $15.3M
Van Eck Associates Corp. 0.01% Reduce -11.2% 33,205 $15.0M
Progressive Investment Management Corp 3.31% Reduce -1.5% 33,185 $15.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -7.2% 33,184 $15.0M
Vident Advisory, LLC 0.11% Add +12.1% 33,167 $15.0M
Woodline Partners LP 0.05% Add +8.2% 32,819 $14.9M
IFM Investors Pty Ltd 0.10% Add +5.8% 32,802 $14.9M
Cibc World Market Inc. 0.03% Reduce -7.1% 32,741 $14.8M
American Century Companies Inc. 0.01% Reduce -11.9% 32,241 $14.6M
Hikari Power Ltd 1.71% Reduce -39.3% 32,220 $14.6M
LBP Am SA 0.15% Add +26.2% 32,040 $14.5M
Daiwa Securities Group Inc. 0.03% Add +1.2% 31,701 $14.4M
Hikari Tsushin, Inc. 0.95% No change 31,689 $14.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +9.8% 54,203 $14.3M
Retirement Systems of Alabama 0.04% Reduce -3.1% 31,564 $14.3M
Schonfeld Strategic Advisors LLC 0.08% Add +48.9% 31,526 $14.3M
Donaldson Capital Management, LLC 0.41% Add +5.8% 31,506 $14.3M
Troy Asset Management Ltd 0.40% Add +10.3% 31,468 $14.3M
Mercer Global Advisors Inc. 0.02% Add +34.3% 31,397 $14.2M
Cetera Investment Advisers 0.01% Reduce -1.8% 30,959 $14.0M
Milestones Administradora de Recursos Ltda. 2.70% Add +93.2% 30,824 $14.0M
Amalgamated Bank 0.10% Reduce -5.4% 30,690 $13.9M
Polar Asset Management Partners Inc. 0.33% New 30,199 $13.7M
Bridgewater Associates 0.06% New 30,139 $13.7M
Maestria Partners LLC 4.72% Reduce -25.0% 30,000 $13.6M
Ingalls & Snyder LLC 0.37% Reduce -0.7% 29,694 $13.4M
Verition Fund Management LLC 0.10% Add +210.0% 29,532 $13.4M
Exchange Traded Concepts, LLC 0.07% Add +483.1% 29,456 $13.3M
Zurich Insurance Group Ltd 0.09% Reduce -38.1% 29,421 $13.3M
GMO 0.03% New 29,008 $13.1M
Vanguard Personalized Indexing Management, LLC 0.11% Add +12.0% 28,921 $13.1M
Coleford Investment Management Ltd. 2.82% Add +172.8% 28,510 $12.9M
Ceredex Value Advisors LLC 0.36% New 28,245 $12.8M
Lansing Management LP 7.67% Add +1.1% 27,989 $12.7M
Brown Advisory Inc. 0.02% Reduce -8.8% 27,704 $12.5M
SummitTX Capital, L.P. 0.33% Add +87.6% 27,625 $12.5M
USS Investment Management Ltd 0.05% Add +0.4% 27,594 $12.5M
STRS Ohio 0.05% Reduce -16.9% 27,560 $12.5M
Man Group plc 0.02% Reduce -72.3% 27,530 $12.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.10% Reduce -36.1% 27,068 $12.3M
Aquamarine Capital (Aquamarine Zurich) 8.49% No change 27,000 $12.2M
NorthCrest Asset Manangement, LLC 0.31% Add +7.4% 24,829 $12.1M
Scotia Capital Inc. 0.05% Add +5.6% 26,670 $12.1M
Allianz Asset Management GmbH 0.01% Reduce -63.9% 25,760 $11.7M
Wealthfront Advisers LLC 0.02% Add +4.4% 25,667 $11.6M
Pathstone Holdings, LLC 0.03% Reduce -1.8% 25,492 $11.6M
Two Sigma Investments, LP 0.01% Reduce -63.9% 25,459 $11.5M
Andra AP-fonden 0.13% Reduce -19.9% 25,359 $11.5M
Nicola Wealth Management LTD. 1.31% No change 25,100 $11.4M
BLI - Banque de Luxembourg Investments 0.40% Reduce -42.1% 25,056 $11.4M
NEOS Investment Management LLC 0.04% Add +13.2% 24,859 $11.3M
Rakuten Investment Management, Inc. 0.03% Add +6.4% 24,600 $11.1M
Flossbach Von Storch SE 0.05% Reduce -55.2% 24,240 $11.0M
Calamos Wealth Management LLC 0.33% Reduce -0.7% 24,028 $10.9M
Oppenheimer & Co. Inc. 0.11% Reduce -0.1% 23,257 $10.5M
Utah Retirement Systems 0.10% Reduce -9.8% 22,792 $10.3M
Corient Private Wealth LP 0.01% Reduce -15.9% 22,625 $10.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +2.1% 22,595 $10.2M
New York Life Investment Management LLC 0.07% Reduce -1.6% 22,435 $10.2M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -6.3% 22,430 $10.2M
MML Investors Services, LLC 0.02% Add +69.8% 22,426 $10.2M
Raub Brock Capital Management LP 2.78% Reduce -18.7% 22,312 $10.1M
US Bancorp \de 0.01% Reduce -1.7% 22,192 $10.1M
Ethic Inc. 0.12% Add +9.3% 21,990 $10.0M
ASR Vermogensbeheer N.V. 0.10% Add +62.2% 21,937 $9.9M
Commonwealth Equity Services, LLC 0.01% Reduce -9.9% 21,901 $9.9M
Hudson Bay Capital Management LP 0.05% New 21,328 $9.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -87.3% 21,293 $9.6M
&partners 0.04% Add +11.9% 21,209 $9.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Reduce -4.8% 20,906 $9.5M
Erste Asset Management GmbH 0.07% Add +4.4% 20,644 $9.3M
Nissay Asset Management Corp. /Japan 0.04% Reduce -2.8% 20,504 $9.3M
TD Waterhouse Canada Inc. 0.02% Reduce -14.2% 19,739 $9.2M
Empowered Funds, LLC 0.05% Reduce -3.4% 20,206 $9.2M
MAI Capital Management 0.03% Add +298.0% 20,090 $9.1M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.5% 20,072 $9.1M
Long Corridor Asset Management Ltd 3.42% No change 20,000 $9.1M
Fideuram Asset Management (Ireland) dac 0.17% Add +9355.2% 19,856 $9.0M
Tower Bridge Advisors 0.81% Add +9.6% 19,721 $8.9M
Loomis Sayles & Co. L P 0.01% Reduce -1.7% 19,707 $8.9M
Jupiter Topco LLC 0.00% — 19,619 $8.9M
Alps Advisors Inc. 0.04% Add +2.6% 19,599 $8.9M
Ninety One SA (Pty) Ltd 0.48% No change 19,476 $8.8M
QRG Capital Management, Inc. 0.07% Add +7.9% 19,434 $8.8M
Gilder Gagnon Howe & Co. LLC 0.09% Reduce -13.9% 19,086 $8.6M
Premier Fund Managers Ltd 0.78% Reduce -39.8% 19,102 $8.6M
Oppenheimer Asset Management Inc. 0.09% Reduce -0.5% 18,972 $8.6M
Acadian Asset Management LLC 0.01% Reduce -84.2% 18,975 $8.6M
Johnson Financial Group, Inc. 0.28% Reduce -5.6% 18,963 $8.6M
NatWest Group plc 1.53% Add +7.9% 18,927 $8.6M
Point72 Asset Management 0.01% Reduce -20.7% 18,880 $8.6M
Strategic Global Advisors, LLC 1.21% Add +3.5% 18,815 $8.5M
Vontobel Holding Ltd. 0.03% Reduce -1.1% 18,801 $8.5M
Cidel Asset Management Inc. 0.41% New 18,586 $8.4M
BNP Paribas 0.23% Reduce -1.0% 18,559 $8.4M
Oregon Public Employees Retirement Fund 0.09% Add +5.4% 18,534 $8.4M
Truist Financial Corp. 0.01% Reduce -4.1% 18,180 $8.2M
Cantillon Capital Management LLC 1.23% Reduce -95.4% 18,075 $8.2M
North Growth Management Ltd. 1.04% New 18,000 $8.1M
OP Asset Management Ltd 0.08% Add +5.4% 17,261 $7.8M
Douglass Winthrop Advisors, LLC 0.13% Reduce -1.0% 17,013 $7.7M
Coronation Fund Managers Ltd. 0.29% New 17,012 $7.7M
Obion Capital Management LP 6.49% No change 16,843 $7.6M
Mutual of America Capital Management LLC 0.07% Reduce -4.7% 16,616 $7.5M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +8.7% 16,544 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.2% 16,246 $7.4M
Crown Oak Advisors, LLC 3.39% Reduce -4.0% 16,086 $7.3M
Stanley Capital Management, LLC 0.95% No change 15,758 $7.1M
Sterling Investment Management, LLC 3.91% Reduce -2.4% 15,745 $7.1M
Macquarie Group Ltd. 0.03% Reduce -2.8% 15,632 $7.1M
Rockefeller Capital Management L.P. 0.01% Reduce -2.9% 15,433 $7.0M
Elo Mutual Pension Insurance Co 0.09% Reduce -23.7% 15,044 $6.8M
Yousif Capital Management, LLC 0.07% Reduce -7.9% 14,769 $6.7M
Blue Zone Wealth Advisors, LLC 1.17% Reduce -3.1% 14,761 $6.7M
Bessemer Group Inc. 0.01% Reduce -4.8% 14,729 $6.7M
State of Alaska, Department of Revenue 0.07% Reduce -3.4% 14,721 $6.7M
Kintegral Advisory, LLC 0.54% No change 14,623 $6.6M
Keybank National Association 0.02% Reduce -7.0% 14,476 $6.6M
Jefferies Financial Group Inc. 0.06% Add +27.6% 14,475 $6.6M
Lido Advisors, LLC 0.02% Reduce -13.6% 14,081 $6.4M
Emmett Investment Management, LP 4.44% Add +10.3% 13,515 $6.3M
Ghe, LLC 2.36% Add +1.6% 13,821 $6.3M
Carderock Capital Management Inc. 1.37% Reduce -19.4% 13,750 $6.2M
Moore Capital Management, LP 0.15% New 13,747 $6.2M
Catalyst Funds Management Pty Ltd 0.35% New 13,720 $6.2M
Pacer Advisors, Inc. 0.02% Add +34.1% 13,681 $6.2M
Penbrook Management LLC 3.93% No change 13,600 $6.2M
HB Wealth Management, LLC 0.03% Add +2.5% 13,535 $6.1M
Avanza Fonder AB 0.13% Add +14.2% 13,526 $6.1M
Fogel Capital Management, Inc. 2.42% Add +1.9% 13,316 $6.0M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 1.61% New 13,300 $6.0M
East Coast Asset Management, LLC. 1.78% Reduce -3.9% 13,295 $6.0M
Polar Capital Holdings Plc 0.02% Add +6.0% 13,187 $6.0M
Benjamin Edwards Inc. 0.05% Reduce -2.4% 13,105 $5.9M
Guggenheim Capital LLC 0.04% Reduce -0.5% 13,025 $5.9M
Castlefield Investment Partners LLP 3.91% Add +7.4% 12,728 $5.8M
Beacon Investment Advisory Services, Inc. 0.21% Reduce -2.5% 12,505 $5.7M
National Philanthropic Trust 0.08% No change 12,481 $5.7M
Oddo BHF Asset Management Sas 0.26% Reduce -19.6% 12,480 $5.7M
Brown Brothers Harriman & Co. 0.02% Add +5.4% 12,477 $5.7M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -3.3% 12,455 $5.6M
Yacktman Asset Management 0.07% No change 12,405 $5.6M
FIL Ltd 0.00% Reduce -8.0% 12,395 $5.6M
Canada Post Corp Registered Pension Plan 0.19% Reduce -2.9% 12,316 $5.6M
GAMCO Investors 0.05% Reduce -25.9% 12,245 $5.5M
Commerzbank Aktiengesellschaft 0.11% Add +3.1% 12,192 $5.5M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.7% 12,192 $5.5M
Teachers Retirement System of the State of Kentucky 0.04% No change 12,187 $5.5M
Midwest Professional Planners, LTD. 1.08% Add +0.1% 12,186 $5.5M
Jane Street Group, LLC 0.00% Reduce -89.8% 12,057 $5.5M
Nomura Holdings Inc. 0.02% Add +118.8% 12,048 $5.5M
Horizon Investments, LLC 0.06% Add +9.4% 12,028 $5.4M
Capitolis Liquid Global Markets LLC 0.02% No change 12,000 $5.4M
Employees Retirement System of Texas 0.05% No change 11,900 $5.4M
Walter Public Investments Inc. 1.29% Reduce -45.4% 11,862 $5.4M
AdvisorShares Investments LLC 0.64% Reduce -16.8% 11,762 $5.3M
Mizuho Securities USA LLC 0.09% Add +26.8% 11,762 $5.3M
PEAK6 LLC 0.13% Reduce -10.6% 11,563 $5.2M
Titan Global Capital Management USA LLC 0.66% Add +0.6% 11,418 $5.2M
Qube Research & Technologies Ltd 0.01% Reduce -87.3% 11,400 $5.2M
Firetrail Investments PTY Ltd. 1.45% Reduce -2.5% 11,464 $5.2M
Live Oak Private Wealth LLC 0.64% Reduce -4.0% 11,330 $5.1M
Vanderbilt University 0.69% Add +40.6% 11,166 $5.1M
Smith Salley Wealth Management 0.22% Add +3.1% 11,164 $5.1M
Baird Financial Group, Inc. 0.01% Add +9.3% 11,137 $5.0M
Taylor Hoffman Capital Management LLC 1.22% Add +5.4% 11,127 $5.0M
Merit Financial Group, LLC 0.03% Add +1.8% 11,014 $5.0M
KP Management LLC 1.04% Add +37.5% 11,000 $5.0M
683 Capital Management, LLC 0.48% No change 11,000 $5.0M
Jennison Associates LLC 0.00% Add +15.3% 10,928 $4.9M
Windmill Hill Asset Management Ltd 1.10% No change 10,912 $4.9M
Illinois Municipal Retirement Fund 0.06% Reduce -21.1% 10,867 $4.9M
Lincoln Capital LLC 0.88% Reduce -1.5% 10,861 $4.9M
Connecticut Wealth Management, LLC 0.18% Reduce -9.4% 10,826 $4.9M
Americana Partners, LLC 0.11% Add +8.2% 10,774 $4.9M
Investment Management Corp of Ontario 0.06% Reduce -14.9% 10,719 $4.9M
Brevan Howard Capital Management LP 0.07% Add +132.6% 10,711 $4.9M
Ballentine Partners, LLC 0.06% Reduce -2.7% 10,645 $4.8M
Metis Global Partners, LLC 0.11% Reduce -17.8% 10,567 $4.8M
Saudi Central Bank 0.06% Add +78.0% 10,549 $4.8M
Blackstone Inc. 0.02% Reduce -20.8% 10,532 $4.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +7.1% 10,524 $4.8M
Ulysses Management LLC 1.64% New 10,500 $4.8M
Cloverfields Capital Group, LP 1.43% Add +3.3% 10,473 $4.7M
Slow Capital, Inc. 0.55% Add +21.9% 10,405 $4.7M
Park State Asset Management 4.60% Reduce -25.6% 10,404 $4.7M
Quadrature Capital Ltd 0.04% Reduce -32.4% 10,145 $4.6M
Alphadyne Asset Management LP 0.21% Add +153.1% 10,125 $4.6M
Laird Norton Wetherby Trust Company, LLC 0.09% Reduce -5.5% 10,124 $4.6M
MCF Advisors LLC 0.16% Add +16.8% 10,092 $4.6M
Allianz SE 0.05% No change 10,090 $4.6M
Ritholtz Wealth Management 0.07% Add +6.9% 9,995 $4.5M
Norinchukin Bank, The 0.04% Add +6.7% 9,992 $4.5M
Jasper Ridge Partners, L.P. 0.10% New 9,897 $4.5M
Glenview Trust Co 0.06% Add +0.6% 9,840 $4.5M
Kentucky Retirement Systems 0.11% Reduce -37.2% 9,814 $4.4M
Marex Group Ltd 0.03% Reduce -1.7% 9,731 $4.4M
Vista Investment Partners LLC 1.10% Reduce -1.8% 9,655 $4.4M
Gateway Investment Advisers LLC 0.04% Add +61.6% 9,635 $4.4M
Altrafin AG 1.71% Reduce -24.2% 9,605 $4.4M
Central Bank & Trust Co. 0.62% Reduce -3.1% 9,590 $4.3M
Glenmede Trust Co. NA 0.02% Reduce -10.9% 9,572 $4.3M
Groupama Asset Managment 0.05% Add +0.5% 9,511 $4.3M
Abn Amro Investment Solutions 0.04% Add +24.5% 9,498 $4.3M
Crossmark Global Holdings, Inc. 0.06% Reduce -19.7% 9,415 $4.3M
Watershed Asset Management, L.L.C. 3.75% Add +32.1% 9,250 $4.2M
Galaxy Digital Capital Management GP LLC 2.50% New 9,200 $4.2M
Clean Yield Group 1.03% No change 9,183 $4.2M
Morningstar Investment Management LLC 0.25% No change 9,465 $4.1M
Arax Advisory Partners 0.03% Add +144.6% 9,112 $4.1M
Generali Asset Management SPA SGR 0.07% Add +18.9% 9,054 $4.1M
DAVENPORT & Co LLC 0.02% Add +5.5% 8,991 $4.1M
Caprock Group, LLC 0.08% Add +2.6% 8,989 $4.1M
Washington Trust Bank 0.28% Reduce -1.7% 8,937 $4.0M
Dockside LLC 0.94% — 8,871 $4.0M
Marshall Wace, LLP 0.00% Reduce -93.4% 8,615 $3.9M
OMERS ADMINISTRATION Corp 0.02% Reduce -5.6% 8,561 $3.9M
Los Angeles Capital Management LLC 0.01% Reduce -94.6% 8,407 $3.8M
Commerce Bank 0.02% Reduce -4.4% 8,349 $3.8M
Hartford Investment Management Co. 0.11% Reduce -4.8% 8,314 $3.8M
Webster Bank, N. A. 0.32% Add +46.7% 8,209 $3.7M
NewEdge Advisors, LLC 0.01% Reduce -12.6% 8,127 $3.7M
Maryland State Retirement & Pension System 0.06% Add +4.6% 8,106 $3.7M
Connable Office Inc. 0.32% Add +0.6% 8,001 $3.6M
Harbor Advisors LLC 0.46% No change 8,000 $3.6M
Nutshell Asset Management Ltd 1.20% Add +201.5% 7,930 $3.6M
Composition Wealth, LLC 0.04% Add +11.2% 7,929 $3.6M
Atria Investments, Inc 0.04% Reduce -13.4% 7,706 $3.5M
Louisiana State Employees Retirement System 0.05% Reduce -1.3% 7,700 $3.5M
New Mexico Educational Retirement Board 0.09% Add +8.5% 7,692 $3.5M
Parallax Volatility Advisers, L.P. 0.16% Add +13.5% 7,594 $3.4M
Sacks & Associates, LLC 2.31% No change 7,160 $3.4M
CSM Advisors, LLC 0.07% New 7,490 $3.4M
Vise Technologies, Inc. 0.04% Add +49.3% 7,463 $3.4M
Intech Investment Management LLC 0.03% Reduce -35.1% 7,430 $3.4M
Citadel Investment Advisory, Inc. 1.53% No change 7,427 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.0% 7,153 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -6.3% 7,271 $3.3M
Huntington National Bank 0.02% Add +7.6% 7,215 $3.3M
Roundview Capital LLC 0.18% Reduce -44.1% 7,175 $3.2M
Kerusso Capital Management LLC 1.18% Add +23.4% 7,153 $3.2M
Advisors Asset Management, Inc. 0.05% Add +20.4% 7,136 $3.2M
Boston Trust Walden Corp 0.02% Reduce -0.3% 7,130 $3.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% No change 7,090 $3.2M
AG2R La Mondiale Gestion D'actifs 0.12% Add +7.6% 7,068 $3.2M
Pine Valley Investments Ltd Liability Co 0.13% Add +1.6% 6,957 $3.2M
Transamerica Financial Advisors, LLC 0.27% Reduce -9.3% 6,921 $3.1M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -5.7% 6,259 $3.1M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -2.8% 6,903 $3.1M
CWA Asset Management Group, LLC 0.10% Add +6.0% 6,900 $3.1M
Johnson Investment Counsel Inc. 0.02% Add +0.1% 6,886 $3.1M
Van Strum & Towne Inc. 0.85% No change 6,883 $3.1M
Syntegra Private Wealth Group, LLC 0.24% Reduce -0.8% 6,883 $3.1M
Vestcor Inc 0.08% Reduce -5.9% 6,848 $3.1M
Banque Cantonale Vaudoise 0.13% Reduce -29.0% 6,840 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.0% 6,687 $3.0M
Global X Japan Co., Ltd. 0.11% Reduce -0.3% 6,663 $3.0M
Inkwell Capital LLC 3.12% Reduce -0.1% 6,608 $3.0M
Clearstead Advisors, LLC 0.03% Add +40.0% 6,576 $3.0M
Regions Financial Corp. 0.02% Reduce -9.4% 6,570 $3.0M
Savant Capital, LLC 0.01% Add +104.3% 6,643 $3.0M
Siemens Fonds Invest GmbH 0.15% Reduce -7.8% 6,532 $3.0M
Snowden Capital Advisors LLC 0.07% Reduce -9.2% 6,480 $2.9M
Chicago Partners Investment Group LLC 0.06% Add +21.0% 6,176 $2.9M
Trexquant Investment LP 0.02% Reduce -87.8% 6,414 $2.9M
Tudor Investment Corporation 0.01% Add +26.8% 6,403 $2.9M
Farther Finance Advisors, LLC 0.02% Add +17.9% 6,394 $2.9M
Transcend Capital Advisors, LLC 0.19% Add +9.1% 6,343 $2.9M
Kestra Private Wealth Services, LLC 0.03% Reduce -2.2% 6,301 $2.9M
Crawford Investment Counsel Inc. 0.05% Add +0.2% 6,132 $2.8M
Ostrum Asset Management 0.13% Add +20.1% 6,130 $2.8M
Sequoia Financial Advisors, LLC 0.01% Add +11.0% 6,044 $2.7M
Summit Trail Advisors, LLC 0.03% Add +0.4% 6,002 $2.7M
Trust Co. of Toledo NA 0.23% Reduce -0.0% 6,030 $2.7M
Apollon Wealth Management, LLC 0.03% Add +5.6% 6,026 $2.7M
D.A. Davidson & Co. 0.01% Add +2.0% 5,994 $2.7M
NewEdge Wealth, LLC 0.03% Add +5.3% 5,987 $2.7M
Cresset Asset Management, LLC 0.01% Add +115.8% 5,972 $2.7M
Fairbanks Capital Management, Inc. 1.59% Reduce -2.3% 5,918 $2.7M
Kapitalo Investimentos Ltda 0.21% New 5,900 $2.7M
First National Advisers, LLC 0.37% Reduce -6.7% 5,854 $2.7M
Greenleaf Trust 0.03% Reduce -6.4% 5,832 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -87.2% 5,820 $2.6M
LGT Group Foundation 0.03% Reduce -4.9% 5,808 $2.6M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.4% 5,761 $2.6M
Investment House LLC 0.12% New 5,754 $2.6M
Van Den Berg Management I, Inc. 0.55% Reduce -2.4% 5,707 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.4% 5,705 $2.6M
First National Bank of Omaha 0.07% Reduce -9.3% 5,701 $2.6M
K.J. Harrison & Partners Inc 0.36% Reduce -41.9% 5,625 $2.5M
Applied Capital LLC 1.70% No change 5,618 $2.5M
Naples Global Advisors, LLC 0.15% Add +0.8% 5,532 $2.5M
Empirical Finance, LLC 0.10% Add +3.4% 5,519 $2.5M
E. Ohman J:or Asset Management AB 0.06% Reduce -8.8% 5,514 $2.5M
United Capital Financial Advisors, LLC 0.01% Reduce -3.0% 5,506 $2.5M
Bretton Capital Management, LLC 1.99% Reduce -33.7% 5,500 $2.5M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -70.4% 5,498 $2.5M
LMCG Investments, LLC 0.13% No change 5,487 $2.5M
Jain Global LLC 0.03% Reduce -41.3% 5,472 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +4.3% 5,450 $2.5M
Logan Capital Management Inc. 0.09% — 5,429 $2.5M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.6% 5,397 $2.4M
Bell Asset Management Ltd 0.65% Add +1.8% 5,381 $2.4M
Tema ETFs LLC 0.08% Add +0.8% 5,338 $2.4M
Rothschild Investment LLC 0.09% Add +276.9% 5,280 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.08% Add +0.4% 5,254 $2.4M
Capital Investment Advisors, LLC 0.03% Add +4.6% 5,250 $2.4M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -4.7% 5,242 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -22.1% 5,235 $2.4M
Prairie Advisory, LLC 0.57% — 5,226 $2.4M
Kirtland Hills Capital Management, LLC 0.67% Reduce -0.8% 5,220 $2.4M
Rathbones Group PLC 0.01% No change 5,176 $2.3M
Rehmann Capital Advisory Group 0.10% Reduce -2.1% 4,978 $2.3M
Meeder Advisory Services, Inc. 0.08% Reduce -0.9% 4,939 $2.2M
Carnegie Investment Counsel 0.04% Add +1.3% 4,916 $2.2M
Vista Investment Partners Ii, LLC 0.87% Add +3.9% 4,891 $2.2M
Secured Retirement Advisors, LLC 1.14% New 4,891 $2.2M
Keebeck Wealth Management 0.22% Add +0.0% 4,884 $2.2M
Citizens Financial Group Inc. 0.03% Add +14.9% 4,850 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.9% 4,817 $2.2M
Landscape Capital Management, L.L.C. 0.14% Reduce -32.5% 4,653 $2.1M
Waterway Wealth Management, LLC 0.43% Add +50.4% 4,652 $2.1M
Raiffeisen Bank International AG 0.02% Reduce -14.4% 4,630 $2.1M
North Dakota State Investment Board 0.09% Add +2.6% 4,622 $2.1M
Wilmington Savings Fund Society, FSB 0.05% Add +0.5% 4,594 $2.1M
Machina Capital S.A.S. 0.33% Add +93.5% 4,582 $2.1M
Eventide Asset Management, LLC 0.03% Add +23.7% 4,577 $2.1M
Blue Fin Capital, Inc. 0.30% Add +0.3% 4,543 $2.1M
Signaturefd, LLC 0.03% Add +3.5% 4,541 $2.1M
Mufg Securities Americas Inc. 0.11% Add +6.6% 4,525 $2.0M
Rossmore Private Capital 0.17% No change 4,501 $2.0M
Hingham Institution for Savings 1.52% No change 4,500 $2.0M
IFP Advisors, Inc 0.04% Add +12.4% 4,491 $2.0M
Securian Asset Management, Inc. 0.07% Reduce -4.8% 3,972 $2.0M
Palliser Capital (UK) Ltd 1.09% New 4,480 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Add +46.7% 4,434 $2.0M
Impax Asset Management Group plc 0.01% Add +4.5% 4,421 $2.0M
Saturna Capital Corp. 0.02% No change 4,362 $2.0M
Osmosis Investment Management UK Ltd 0.09% Reduce -52.5% 4,344 $2.0M
Burney Co./ 0.05% Reduce -2.6% 4,339 $2.0M
Private Advisor Group, LLC 0.01% Reduce -21.1% 4,338 $2.0M
UMB Bank, n.a. 0.02% Reduce -56.4% 4,307 $2.0M
Plato Investment Management Ltd 0.11% No change 4,281 $1.9M
NorthCoast Asset Management LLC 0.04% Reduce -2.2% 4,254 $1.9M
Parallel Advisors, LLC 0.03% Reduce -1.2% 4,246 $1.9M
Bokf, NA 0.03% Add +3.3% 4,211 $1.9M
Rodgers Brothers Inc. 0.18% Add +0.1% 4,168 $1.9M
ExodusPoint Capital Management, LP 0.02% New 4,163 $1.9M
Choreo, LLC 0.02% Reduce -1.8% 4,162 $1.9M
Angeles Wealth Management, LLC 0.09% Add +3.0% 4,126 $1.9M
Great Lakes Retirement, Inc. 0.17% Add +7.1% 4,109 $1.9M
Essex Bank 0.40% Add +0.1% 4,094 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -0.5% 4,072 $1.8M
Greenland Capital Management LP 0.39% Reduce -19.0% 4,060 $1.8M
Banco Santander, S.A. 0.01% Add +4.4% 4,049 $1.8M
Walleye Capital LLC 0.01% Add +740.2% 3,974 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.4% 3,971 $1.8M
Crewe Advisors LLC 0.13% Reduce -14.5% 3,957 $1.8M
Texas Yale Capital Corp. 0.04% No change 3,944 $1.8M
Compass Wealth Management LLC 0.34% New 3,934 $1.8M
Ossiam 0.02% New 3,934 $1.8M
Kornitzer Capital Management Inc. 0.04% Reduce -71.1% 3,895 $1.8M
MASTERINVEST Kapitalanlage GmbH 0.15% Add +49.7% 3,882 $1.8M
Lord, Abbett & Co. LLC 0.01% Add +147.9% 3,880 $1.8M
Weiss Asset Management LP 0.03% New 3,864 $1.8M
Quadrant Capital Group LLC 0.05% Reduce -15.6% 3,863 $1.7M
Integrated Wealth Concepts LLC 0.01% Add +46.1% 3,856 $1.7M
Johnson Financial Group, LLC 0.09% New 3,851 $1.7M
Monte Financial Group, LLC 0.55% Add +2.0% 3,619 $1.7M
V-Square Quantitative Management LLC 0.16% Add +16.1% 3,802 $1.7M
Tobam 0.42% Add +17.4% 3,797 $1.7M
iA Global Asset Management Inc. 0.02% Reduce -52.2% 3,739 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -1.6% 3,709 $1.7M
Callan Family Office, LLC 0.03% Reduce -32.1% 3,692 $1.7M
Long Road Investment Counsel, LLC 0.61% No change 3,679 $1.7M
Seilern Investment Management Ltd 0.21% Reduce -23.3% 3,630 $1.6M
Aft, Forsyth & Sober, LLC 0.51% No change 3,725 $1.6M
Applied Finance Capital Management, LLC 0.12% Add +23.0% 3,572 $1.6M
Ofi Invest Asset Management 0.02% Add +11.8% 3,670 $1.6M
Advisory Alpha, LLC 0.04% Add +13.3% 3,547 $1.6M
Prudential PLC 0.01% No change 3,530 $1.6M
Focus Partners Advisor Solutions, LLC 0.01% Add +63.2% 3,499 $1.6M
Knollwood Investment Advisory, LLC 0.14% No change 3,497 $1.6M
Sage Rhino Capital LLC 0.26% Add +7.7% 3,492 $1.6M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -8.5% 3,459 $1.6M
BlueSpruce Investments, LP 0.24% New 3,418 $1.5M
William Allan Corp 0.76% Add +12.3% 3,411 $1.5M
Greenline Partners, LLC 0.16% New 3,405 $1.5M
Venturi Wealth Management, LLC 0.06% Add +1.3% 3,405 $1.5M
Praxis Investment Management Inc. 0.08% No change 3,375 $1.5M
Waverly Advisors, LLC 0.01% Add +4.5% 3,336 $1.5M
HM Payson & Co. 0.02% No change 3,326 $1.5M
Smartleaf Asset Management LLC 0.05% No change 3,300 $1.5M
Cypress Capital Group 0.14% Add +8.7% 3,298 $1.5M
Stamos Capital Partners, L.P. 0.23% Add +2.9% 3,295 $1.5M
Marshall Financial Group, LLC 0.22% Reduce -0.5% 3,272 $1.5M
Coldstream Capital Management Inc. 0.02% Reduce -1.4% 3,260 $1.5M
Mattern Capital Management, LLC 0.17% Add +23.6% 3,166 $1.4M
Bridges Investment Management Inc. 0.02% No change 3,158 $1.4M
Intesa Sanpaolo S.p.A. 0.05% Add +49.4% 3,150 $1.4M
Round Hill Asset Management 0.90% No change 3,149 $1.4M
Westerkirk Capital Inc. 0.14% No change 3,145 $1.4M
Mystic Asset Management, Inc. 0.30% No change 3,116 $1.4M
CENTRAL TRUST Co 0.03% Reduce -5.5% 3,114 $1.4M
Ballast Advisors LLC 0.34% Reduce -0.7% 3,113 $1.4M
Ironwood Investment Counsel, LLC 0.18% No change 3,109 $1.4M
Meitav Investment House Ltd. 0.01% New 3,105 $1.4M
Park Avenue Securities LLC 0.01% Reduce -1.2% 3,103 $1.4M
Principal Securities, Inc. 0.02% Reduce -4.4% 3,098 $1.4M
Summit Financial, LLC 0.02% Add +16.0% 3,088 $1.4M
UNIVEST FINANCIAL Corp 0.07% Add +8.0% 3,079 $1.4M
Equitable Trust Co. 0.06% Reduce -0.3% 3,070 $1.4M
Frank, Rimerman Advisors LLC 0.08% Add +0.4% 3,049 $1.4M
Syon Capital LLC 0.06% Reduce -8.9% 3,011 $1.4M
Great Valley Advisor Group, Inc. 0.02% Add +261.5% 3,004 $1.4M
Advisory Services Network, LLC 0.02% Add +6.0% 3,001 $1.4M
Black Swift Group, LLC 0.20% New 3,000 $1.4M
Krilogy Financial LLC 0.04% Add +36.2% 2,999 $1.4M
Brighton Jones LLC 0.03% Add +49.4% 2,979 $1.3M
Voleon Capital Management LP 0.02% Reduce -77.3% 2,973 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +27.1% 2,926 $1.3M
Accretive Wealth Partners, LLC 0.32% Add +2.5% 2,903 $1.3M
Fisher Asset Management 0.00% Add +56.0% 2,881 $1.3M
LMR Partners LLP 0.01% New 2,856 $1.3M
General Partner, Inc. 0.69% Reduce -8.1% 2,845 $1.3M
Wedmont Private Capital 0.04% Add +2.1% 2,630 $1.3M
Evermay Wealth Management LLC 0.13% Add +0.9% 2,768 $1.3M
Riversedge Advisors, LLC 0.17% Add +16.6% 2,760 $1.3M
Atlanta Consulting Group Advisors, LLC 0.20% Add +314.5% 2,752 $1.2M
Independent Advisor Alliance 0.03% Add +5.7% 2,706 $1.2M
HighVista Strategies LLC 0.28% New 2,670 $1.2M
Leonteq Securities AG 0.07% Reduce -14.1% 2,665 $1.2M
Smithfield Trust Co 0.05% No change 2,667 $1.2M
Hills Bank & Trust Co 0.05% Reduce -1.2% 2,629 $1.2M
Allworth Financial LP 0.01% Add +32.1% 2,614 $1.2M
Compagnie Lombard Odier SCmA 0.01% Add +4.0% 2,600 $1.2M
Redmond Asset Management, LLC 0.29% Add +4.0% 2,599 $1.2M
Quantitative Investment Management, LLC 0.13% Reduce -36.3% 2,589 $1.2M
Redwood Investment Management, LLC 0.12% New 2,577 $1.2M
Intesa Sanpaolo Wealth Management 0.23% Add +2.9% 2,567 $1.2M
Key Financial Inc 0.19% No change 2,564 $1.2M
Washington Trust Advisors, Inc. 0.09% Add +0.2% 2,564 $1.2M
TCW Group Inc. 0.01% Reduce -0.9% 2,543 $1.2M
Anchor Investment Management, LLC 0.09% No change 2,538 $1.1M
Smart Money Group LLC 0.29% Add +7.8% 2,499 $1.1M
AlTi Global, Inc. 0.02% Add +35.6% 2,487 $1.1M
Dearborn Partners LLC 0.06% Add +42.7% 2,484 $1.1M
Compound Planning, Inc. 0.03% Add +4.8% 2,443 $1.1M
Hantz Financial Services, Inc. 0.01% Reduce -3.3% 2,436 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +23.9% 2,428 $1.1M
GAMMA Investing LLC 0.04% Add +12.1% 2,422 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -0.3% 2,421 $1.1M
GeoWealth Management, LLC 0.03% Reduce -7.2% 2,414 $1.1M
Promethium Advisors,llc 0.52% Add +0.5% 2,402 $1.1M
Axq Capital, LP 0.12% New 2,391 $1.1M
Meadowbrook Advisors Group, LLC 0.57% Reduce -4.1% 2,364 $1.1M
Spinnaker Trust 0.05% Add +27.2% 2,340 $1.1M
Novem Group 0.11% Add +5.2% 2,338 $1.1M
Pallas Capital Advisors LLC 0.03% Add +20.3% 2,302 $1.0M
Brookstone Capital Management 0.01% Add +9.3% 2,291 $1.0M
Benin Management CORP 0.21% No change 2,283 $1.0M
Robertson Stephens Wealth Management, LLC 0.03% Reduce -7.9% 2,243 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Reduce -8.6% 2,224 $1.0M
Bluedoor Private Wealth, LLC 0.42% Add +1.6% 2,220 $1.0M
Verdence Capital Advisors LLC 0.05% Add +10.5% 2,218 $1.0M
Triangle Securities Wealth Management 0.20% Add +1.8% 2,208 $1.0M
Genus Capital Management Inc. 0.10% Reduce -5.5% 2,199 $996K
Global Retirement Partners, LLC 0.02% — 2,198 $996K
Premier Path Wealth Partners, LLC 0.11% Add +10.4% 2,152 $975K
Institute for Wealth Management, LLC. 0.09% Reduce -2.5% 2,146 $972K
Okabena Investment Services Inc. 0.17% Add +5.8% 2,143 $971K
Prospera Financial Services Inc 0.01% Add +9.7% 2,141 $970K
Sterling Capital Management LLC 0.02% Reduce -79.5% 2,127 $963K
Pinnacle Associates Ltd. 0.01% Add +148.4% 2,126 $963K
Simplicity Wealth,LLC 0.03% Add +6.1% 2,118 $959K
Westbourne Investment Advisors, Inc. 0.26% Reduce -2.3% 2,086 $945K
OneDigital Investment Advisors LLC 0.01% Add +75.9% 2,070 $938K
Waldron Private Wealth LLC 0.03% No change 2,069 $937K
Stableford Capital II LLC 0.32% Reduce -1.3% 2,054 $930K
Whittier Trust Co. 0.01% Reduce -0.5% 1,863 $929K
Frec Markets, Inc. 0.08% Add +88.1% 2,043 $925K
Mgo One Seven LLC 0.02% Add +24.0% 2,033 $921K
TIAA Wealth Investment Management LLC 0.01% Reduce -1.0% 2,029 $919K
Natixis 0.00% Reduce -95.9% 2,013 $912K
Belpointe Asset Management LLC 0.03% Add +3.0% 2,006 $909K
Enhancing Capital LLC 0.62% No change 2,000 $906K
Stonebridge Capital Management Inc. 0.44% No change 2,000 $906K
Circle Wealth Management, LLC 0.01% Reduce -0.4% 1,985 $899K
Mission Wealth Management, LP 0.01% Add +94.5% 1,959 $887K
Cornerstone Planning Group LLC 0.11% Add +0.1% 1,806 $885K
Bull Harbor Capital LLC 0.17% Add +53.7% 1,940 $879K
Aaron Wealth Advisors LLC 0.04% Add +4.3% 1,927 $873K
Goelzer Investment Management, Inc. 0.04% Reduce -5.0% 1,926 $872K
Larson Financial Group LLC 0.02% Add +204.9% 1,915 $867K
LVW Advisors, LLC 0.07% Reduce -3.7% 1,914 $867K
Harris Associates (Oakmark Funds) 0.00% No change 1,905 $863K
Ashton Thomas Securities, LLC 0.13% Add +15.1% 1,840 $861K
Tiptree Advisors, LLC 0.53% New 1,900 $861K
Cache Advisors, LLC 0.07% No change 1,900 $861K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.7% 1,878 $851K
Fishman Jay A Ltd. 0.07% No change 1,875 $849K
Sivia Capital Partners, LLC 0.10% New 1,869 $847K
Walter & Keenan Wealth Management LLC /in/ 0.21% Add +0.3% 1,867 $846K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,866 $845K
Asset Management Group, Inc. 0.12% No change 1,862 $843K
Choate Investment Advisors 0.01% No change 1,858 $842K
Fifth Third Wealth Advisors LLC 0.02% Reduce -2.2% 1,812 $821K
SkyView Investment Advisors, LLC 0.64% Add +73.8% 1,800 $815K
High Net Worth Advisory Group LLC 0.17% No change 1,740 $788K
Cynosure Group, LLC 0.12% No change 1,720 $779K
CenterBook Partners LP 0.04% Reduce -45.5% 1,717 $778K
Dara Capital Us, Inc. 0.54% Add +19.4% 1,717 $778K
Golden Reserve Retirement LLC 0.12% Add +100.7% 1,710 $775K
Westpac Banking Corp. 0.05% Add +31.7% 1,708 $774K
Trust Asset Management LLC 0.05% Reduce -1.6% 1,704 $772K
Third View Private Wealth, LLC 0.09% Add +45.9% 1,691 $766K
Patriot Investment Management Group, Inc. 0.04% No change 1,689 $765K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -35.9% 1,682 $762K
Sowell Financial Services LLC 0.02% Add +7.6% 1,681 $761K
Matrix Trust Co 0.11% Add +21.6% 1,680 $761K
Picton Mahoney Asset Management 0.01% Reduce -96.7% 1,680 $761K
Prosperity Consulting Group, LLC 0.03% Add +22.5% 1,673 $758K
Baker Avenue Asset Management, LP 0.01% Add +35.5% 1,661 $752K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.3% 1,660 $752K
Crestmont Private Wealth LLC 0.21% Reduce -1.7% 1,654 $749K
Davidson Trust Co. 0.29% No change 1,641 $743K
Guardian Capital LP 0.02% Reduce -74.1% 1,629 $738K
Lineweaver Wealth Advisors, LLC 0.09% Add +1.3% 1,608 $728K
Castle Rock Wealth Management, LLC 0.14% Reduce -0.3% 1,549 $726K
GKV Capital Management Co., Inc. 0.23% Reduce -11.1% 1,600 $725K
O'Connor Alternative Investments LLC 0.07% New 1,600 $725K
Savvy Advisors, Inc. 0.02% Reduce -2.2% 1,598 $724K
Curi Capital, LLC 0.01% Reduce -3.2% 1,591 $721K
Accurate Wealth Management, LLC 0.07% Add +17.4% 1,479 $721K
Meridian Wealth Management, LLC 0.02% Add +14.7% 1,579 $715K
World Investment Advisors 0.01% Reduce -3.4% 1,597 $712K
Baron Wealth Management LLC 0.18% Add +31.9% 1,557 $705K
Addison Capital Co 0.12% No change 1,550 $702K
Crestwood Advisors Group, LLC 0.01% Add +11.5% 1,525 $691K
Proficio Capital Partners LLC 0.02% New 1,518 $687K
Kenora Financial, LLC 0.21% Add +1.8% 1,512 $685K
Trust Co. of Vermont 0.03% — 1,509 $683K
Ascent Group, LLC 0.02% Add +5.2% 1,505 $682K
Borer Denton & Associates, Inc. 0.22% No change 1,505 $682K
Chou Associates Management Inc. 0.31% No change 1,500 $679K
Evercore Wealth Management, LLC 0.01% No change 1,489 $674K
Concurrent Investment Advisors, LLC 0.01% Add +6.5% 1,481 $671K
Personal Cfo Solutions, LLC 0.10% Reduce -3.5% 1,468 $665K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.4% 1,468 $665K
Brave Asset Management Inc. 0.14% No change 1,463 $663K
Van Hulzen Asset Management, LLC 0.05% Add +46.8% 1,461 $662K
Boston Family Office LLC 0.04% No change 1,454 $659K
New Republic Capital, LLC 0.15% Add +66.5% 1,450 $657K
Ellevest, Inc. 0.08% Add +27.8% 1,451 $654K
71 West Capital Partners 0.02% Add +67.9% 1,442 $653K
Hilltop National Bank 0.14% Reduce -1.4% 1,431 $648K
Empower Advisory Group, LLC 0.00% Add +0.3% 1,430 $648K
J2 Capital Management Inc 0.43% Add +46.7% 1,427 $646K
Evergreen Capital Management LLC 0.01% Reduce -52.0% 1,405 $636K
Assetmark, Inc. 0.00% Reduce -14.5% 1,405 $636K
Argyle Capital Management, LLC 0.18% No change 1,400 $634K
E Fund Management Co., Ltd. 0.01% Add +154.8% 1,394 $631K
Cigna Investments Inc. 0.08% Reduce -7.7% 1,381 $626K
J.W. Cole Advisors, Inc. 0.01% New 1,380 $625K
LGT Fund Management Co Ltd. 0.03% Reduce -37.9% 1,375 $623K
Sentry LLC 0.17% No change 1,374 $622K
DeDora Capital, Inc. 0.14% Reduce -0.1% 1,374 $622K
Argent Trust Co 0.02% Reduce -9.9% 1,373 $622K
Qsemble Capital Management, LP 0.08% New 1,368 $620K
PCM Encore, LLC 0.11% Reduce -2.6% 1,367 $619K
Fortis Capital Management LLC 0.07% Add +2.3% 1,365 $618K
Azzad Asset Management Inc. 0.05% Reduce -3.4% 1,364 $618K
Fiduciary Alliance LLC 0.04% Reduce -9.9% 1,358 $615K
BW Gestao de Investimentos Ltda. 0.01% Add +151.2% 1,354 $613K
Diversify Advisory Services, LLC 0.01% Add +157.2% 1,245 $605K
Diversify Wealth Management, LLC 0.01% Reduce -2.6% 1,245 $605K
EverSource Wealth Advisors, LLC 0.02% Add +1.9% 1,325 $600K
HUB Investment Partners, LLC 0.01% Add +55.6% 1,324 $600K
Vann Equity Management LLC 0.36% Add +7.7% 1,320 $598K
Kera Capital Partners, Inc. 0.06% Add +22.5% 1,319 $597K
Panagora Asset Management Inc. 0.00% No change 1,310 $593K
Profund Advisors LLC 0.02% Reduce -4.5% 1,308 $592K
DDD Partners, LLC 0.04% Reduce -0.1% 1,295 $587K
Cambria Investment Management, L.P. 0.03% New 1,295 $587K
Sagewood Asset Management LP 0.13% Add +26.7% 1,294 $586K
Edgestream Partners, L.P. 0.02% Reduce -86.0% 1,289 $584K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.1% 1,289 $584K
Ashton Thomas Private Wealth, LLC 0.01% Add +23.2% 1,289 $584K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -2.2% 1,283 $581K
Drake & Associates, LLC 0.10% Reduce -42.5% 1,280 $580K
Legacy Wealth Asset Management, LLC 0.13% Add +1.2% 1,278 $579K
Palisades Hudson Asset Management, L.P. 0.20% No change 1,258 $570K
Checchi Capital Advisers, LLC 0.04% Reduce -0.2% 1,257 $569K
Dimension Capital Management LLC 0.07% Add +25.5% 1,249 $566K
International Assets Investment Management, LLC 0.03% Add +0.5% 1,194 $559K
Kingsview Wealth Management, LLC 0.01% Reduce -12.1% 1,231 $558K
Cyndeo Wealth Partners, LLC 0.03% Reduce -5.5% 1,227 $556K
Maple Capital Management, Inc. 0.03% No change 1,225 $555K
Mayfair Advisory Group, LLC 0.17% Reduce -0.1% 1,171 $552K
Wellington Grp LLC 0.15% Reduce -21.5% 1,219 $552K
Mather Group, Llc. 0.00% Add +9.1% 1,214 $550K
Dodge & Cox 0.00% No change 1,213 $549K
Cross Staff Investments Inc 0.31% Add +0.1% 1,213 $549K
Levin Capital Strategies, L.P. 0.04% No change 1,200 $544K
Fayez Sarofim & Co 0.00% No change 1,200 $544K
W1M Asset Management Ltd 0.01% Reduce -5.7% 1,199 $543K
Lansing Street Advisors 0.12% Reduce -0.5% 1,193 $540K
Fidelis Capital Partners, LLC 0.03% Add +4.2% 1,192 $540K
Legacy Financial Advisors, Inc. 0.07% Add +5.4% 1,183 $536K
First Horizon Corp. 0.02% Reduce -0.2% 1,181 $535K
Legacy Capital Wealth Partners, LLC 0.10% Add +0.7% 1,167 $529K
Spirepoint Private Client, LLC 0.04% Reduce -1.2% 1,164 $527K
Mutual Advisors, LLC 0.01% Add +2.7% 1,161 $526K
PDS Planning, Inc 0.03% Reduce -5.5% 1,161 $526K
Capstone Investment Advisors, LLC 0.00% New 1,155 $523K
CX Institutional 0.01% Add +3.4% 1,145 $519K
Patton Albertson Miller Group, LLC 0.05% No change 1,143 $518K
Everhart Financial Group, Inc. 0.03% Reduce -20.1% 1,143 $518K
Blue Edge Capital, LLC 0.06% Reduce -8.9% 1,135 $514K
Winslow Capital Management, LLC 0.00% Reduce -20.6% 1,132 $513K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -0.8% 1,128 $511K
Bridgewater Advisors Inc. 0.03% Reduce -1.8% 1,045 $505K
Seeds Investor LLC 0.05% Reduce -16.0% 1,111 $503K
Fiduciary Family Office, LLC 0.13% Reduce -30.7% 1,108 $502K
Evolve Private Wealth, LLC 0.03% Add +13.6% 1,104 $500K
Wilkins Investment Counsel Inc. 0.07% No change 1,100 $498K
Inceptionr LLC 0.12% New 1,098 $497K
Abacus Planning Group, Inc. 0.06% Reduce -5.1% 1,096 $496K
Aptus Capital Advisors, LLC 0.00% Add +11.1% 1,094 $495K
Engineers Gate Manager LP 0.01% Reduce -34.9% 1,084 $491K
Regal Investment Advisors LLC 0.03% New 1,084 $491K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -15.6% 1,080 $489K
Diversified Trust Co. 0.01% Reduce -69.4% 1,077 $488K
RDA Financial Network 0.11% Add +5.3% 1,075 $487K
Legato Capital Management LLC 0.04% Reduce -63.6% 1,068 $484K
Sepio Capital, LP 0.02% Reduce -4.3% 1,062 $481K
Beese Fulmer Investment Management, Inc. 0.03% Add +33.8% 1,053 $477K
Aster Capital Management (DIFC) Ltd 0.10% New 1,051 $476K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.4% 1,051 $476K
Legacy Private Trust Co. 0.03% Reduce -7.9% 1,050 $476K
West Family Investments, Inc. 0.14% Add +51.8% 1,049 $475K
Aviso Financial Inc. 0.02% Add +1.4% 1,049 $475K
Howland Capital Management LLC 0.02% Add +0.1% 1,046 $474K
Moneco Advisors, LLC 0.03% Add +5.8% 1,044 $473K
Polymer Capital Management (US) LLC 0.07% Reduce -72.7% 1,040 $471K
Heritage Family Offices, LLP 0.18% Reduce -33.1% 1,036 $469K
Pacific Excel Wealth Advisors, Inc. 0.18% New 1,036 $469K
Stratos Wealth Advisors, LLC 0.03% Add +0.1% 1,034 $468K
Anchyra Partners LLC 0.11% Add +2.7% 1,032 $467K
Nwam LLC 0.02% New 1,031 $467K
White Pine Capital LLC 0.11% Add +9.0% 1,031 $467K
denkapparat Operations GmbH 0.15% No change 1,026 $465K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.3% 1,026 $465K
Cornerstone Advisory, LLC 0.04% Add +2.0% 1,022 $463K
Broadleaf Partners, LLC 0.09% No change 1,020 $462K
Bar Harbor Wealth Management 0.02% Reduce -4.7% 1,015 $460K
RFG Advisory, LLC 0.01% Reduce -1.0% 1,011 $458K
Militia Capital Management LLC 0.08% Reduce -31.6% 1,009 $457K
Wick Capital Partners, LLC 0.07% Add +36.3% 1,007 $456K
Optimize Financial Inc. 0.16% Reduce -0.3% 1,006 $456K
Sound Capital Solutions LLC 0.11% — 1,006 $456K
Dempze Nancy E 0.22% Reduce -16.7% 1,000 $453K
Texas Bank & Trust Co 0.15% No change 1,000 $453K
Perryman Financial Advisory Inc. 0.06% New 1,000 $453K
Capital Advisors, Ltd. LLC 0.05% Reduce -2.7% 997 $452K
Leavell Investment Management, Inc. 0.02% New 982 $445K
Avidian Wealth Enterprises, LLC 0.01% Add +19.7% 971 $440K
Howard Capital Management, LLC 0.01% Add +77.3% 970 $439K
Capital Analysts, LLC 0.01% Reduce -50.4% 970 $439K
Penobscot Investment Management Company, Inc. 0.03% No change 965 $437K
Elevation Point Wealth Partners, LLC 0.01% Reduce -14.2% 964 $437K
Shearwater Capital LLC 0.21% No change 964 $437K
Supplemental Annuity Collective Trust of NJ 0.11% Reduce -7.2% 964 $437K
Correct Capital Wealth Management 0.08% No change 963 $436K
Harbour Investments, Inc. 0.01% Reduce -0.7% 962 $436K
Ted Buchan & Co 0.14% No change 955 $433K
Aprio Wealth Management, LLC 0.02% Reduce -0.6% 953 $432K
Valeo Financial Advisors, LLC 0.01% Add +15.3% 951 $431K
Chronos Wealth Management, LLC 0.19% Reduce -5.0% 950 $430K
Baxter Bros Inc. 0.05% No change 949 $430K
Hutner Capital Management Inc. 0.17% No change 945 $428K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Reduce -11.0% 945 $428K
George Kaiser Family Foundation 0.04% Add +3.8% 938 $425K
Prescott Group Capital Management, L.L.C. 0.04% Add +3.8% 938 $425K
HighPoint Advisor Group LLC 0.01% Add +1.1% 936 $424K
Pettee Investors, Inc. 0.21% No change 924 $418K
Qtron Investments LLC 0.06% Reduce -10.7% 922 $418K
Baker Ellis Asset Management LLC 0.04% No change 919 $416K
Prelude Capital Management, LLC 0.03% Add +21.2% 919 $416K
Sunflower Bank, N.A. 0.10% Add +2.0% 908 $411K
Lanark Financial, Inc. 0.03% Reduce -5.1% 906 $411K
Pinnacle Financial Partners, Inc. 0.00% No change 901 $408K
Penserra Capital Management LLC 0.00% Add +2.0% 903 $408K
Groupe la Francaise 0.01% Reduce -4.1% 893 $404K
Kathmere Capital Management, LLC 0.02% Add +7.1% 892 $404K
Waddell & Associates, LLC 0.02% New 888 $402K
PFG Advisors 0.02% Add +1.3% 885 $401K
Allstate Corp. 0.00% Add +89.2% 878 $398K
Relyea Zuckerberg Hanson LLC 0.03% Reduce -4.0% 877 $397K
United Financial Planning Group LLC 0.20% No change 877 $397K
E Fund Management (Hong Kong) Co., Ltd. 0.13% Add +87400.0% 875 $396K
Park Edge Advisors, LLC 0.08% Reduce -20.6% 874 $396K
Perpetual Ltd 0.01% Add +41.5% 859 $389K
AlphaCore Capital LLC 0.01% Add +74.1% 848 $384K
L2 Asset Management, LLC 0.04% Add +3.1% 840 $380K
Bradley Foster & Sargent Inc. 0.01% No change 840 $380K
Laurion Capital Management LP 0.03% New 839 $380K
Intrua Financial, LLC 0.04% New 835 $378K
Flputnam Investment Management Co. 0.00% Reduce -2.0% 826 $374K
Auto-Owners Insurance Co 0.01% No change 823 $373K
McGlone Suttner Wealth Management, Inc. 0.04% Add +0.9% 822 $372K
American National Bank & Trust 0.03% No change 818 $370K
Blue Trust, Inc. 0.00% Reduce -0.5% 816 $370K
Range Advisory, LLC 0.04% Reduce -38.6% 812 $368K
Woodmont Investment Counsel LLC 0.02% Add +1.0% 812 $368K
CTC Alternative Strategies, Ltd. 0.52% New 800 $362K
Shelton Capital Management 0.01% Reduce -4.8% 798 $361K
Fagan Associates, Inc. 0.04% No change 795 $360K
Gilbert & Cook, Inc. 0.04% New 795 $360K
Grey Ledge Advisors, LLC 0.07% Reduce -0.1% 793 $359K
McLean Asset Management Corp 0.05% Add +1.9% 750 $359K
Values Added Financial LLC 0.13% Add +2.2% 792 $359K
CreativeOne Wealth, LLC 0.01% Reduce -76.3% 791 $358K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +1.8% 788 $357K
Soltis Investment Advisors LLC 0.02% Add +44.4% 781 $354K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -7.7% 781 $354K
Castleview Partners, LLC 0.16% Reduce -2.1% 779 $353K
Jackson Thornton Wealth Management, LLC 0.03% New 779 $353K
AlphaGrep UK Ltd 0.11% Add +21.0% 778 $352K
Heritage Trust Co 0.03% No change 777 $352K
Wulff, Hansen & Co. 0.27% Add +18.3% 775 $351K
Gladstone Institutional Advisory LLC 0.01% Add +0.3% 769 $348K
Gryphon Financial Partners LLC 0.03% Add +5.4% 766 $347K
Advisors Capital Management, LLC 0.00% Add +12.8% 758 $344K
VestGen Advisors, LLC 0.01% Add +5.6% 755 $342K
Montecito Bank & Trust 0.05% New 754 $342K
Independence Bank of Kentucky 0.04% Reduce -3.2% 750 $340K
4J Wealth Management LLC 0.17% Reduce -3.5% 749 $339K
Western Wealth Management, LLC 0.01% Reduce -2.6% 743 $336K
Silvia McColl Wealth Management, LLC 0.20% No change 742 $336K
Quotient Wealth Partners, LLC 0.01% Add +6.9% 740 $335K
OpenArc Corporate Advisory, LLC 0.00% Add +25.4% 736 $333K
GAM Holding AG 0.03% Reduce -7.1% 728 $330K
Drive Wealth Management, LLC 0.06% Add +30.1% 727 $329K
IMC-Chicago, LLC 0.00% Reduce -86.1% 723 $327K
Carson Advisory Inc. 0.15% Add +0.1% 721 $327K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -1.2% 720 $326K
HCR Wealth Advisors 0.03% Reduce -2.3% 719 $326K
Atlantic Union Bankshares Corp 0.01% Add +11.9% 717 $325K
Defiance ETFs, LLC 0.00% Add +16.2% 687 $322K
D'Orazio & Associates, Inc. 0.04% Add +8.1% 708 $321K
Fiduciary Trust Co 0.00% Reduce -91.5% 706 $320K
Resolute Wealth Strategies, LLC 0.12% Add +13.0% 704 $319K
Parcion Private Wealth LLC 0.02% New 704 $319K
Plotkin Financial Advisors, LLC 0.13% No change 702 $318K
Rossby Financial, LCC 0.06% Add +2.0% 700 $317K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.11% No change 700 $317K
Avior Wealth Management, LLC 0.01% Add +9.1% 697 $316K
TFR Capital, LLC. 0.09% Reduce -84.7% 696 $315K
Outlook Wealth Advisors, LLC 0.07% Add +0.7% 693 $314K
Essex Financial Services, Inc. 0.02% Add +9.3% 691 $313K
Maseco LLP 0.01% No change 690 $313K
Catalyst Financial Partners LLC 0.03% Reduce -14.6% 690 $313K
Salem Investment Counselors Inc. 0.01% No change 687 $311K
Guyasuta Investment Advisors Inc. 0.02% No change 686 $311K
Waterloo Capital, L.P. 0.02% Add +44.8% 685 $310K
GC Wealth Management RIA, LLC 0.02% Reduce -6.8% 685 $310K
Rice Hall James & Associates, LLC 0.02% Reduce -0.6% 685 $310K
Wedbush Securities Inc. 0.01% Reduce -0.4% 684 $310K
Rothschild Wealth LLC 0.02% New 684 $310K
S-Bank Fund Management Ltd 0.04% Reduce -84.7% 683 $309K
Knightsbridge Asset Management, LLC 0.04% New 679 $308K
Advyzon Investment Management, LLC 0.02% Add +2.4% 679 $307K
Legacy Advisors, LLC 0.03% Add +16.3% 678 $307K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -20.1% 675 $306K
Cercano Management LLC 0.04% Reduce -98.8% 670 $303K
Balboa Wealth Partners 0.04% Reduce -0.9% 669 $303K
Boltwood Capital Management 0.07% Reduce -2.2% 665 $301K
FourThought Financial Partners, LLC 0.02% Add +0.5% 665 $301K
Innova Wealth Partners 0.12% Add +0.9% 663 $300K
Wexford Capital LP 0.04% New 663 $300K
Baker Tilly Wealth Management, LLC 0.06% Add +20.0% 660 $299K
Elyxium Wealth, LLC 0.03% New 650 $294K
CVA Family Office, LLC 0.03% Add +3.7% 649 $294K
Capital Research Global Investors 0.00% No change 647 $293K
Saybrook Capital 0.07% No change 643 $291K
SBI Securities Co., Ltd. 0.01% Add +13.6% 643 $291K
Cypress Asset Management Inc. 0.06% No change 639 $289K
NorthRock Partners, LLC 0.00% Reduce -6.7% 638 $289K
Dunhill Financial, LLC 0.06% Reduce -0.2% 637 $289K
Ignite Planners, LLC 0.04% Add +5.1% 635 $288K
Cape Ann Savings Bank 0.13% No change 630 $285K
Triad Wealth Partners, LLC 0.02% New 590 $285K
Capstone Wealth Management, LLC 0.13% New 623 $282K
Twin Lakes Capital Management, LLC 0.11% Add +0.2% 621 $281K
Essential Partners LLC 0.13% Add +126.3% 620 $281K
Birch Hill Investment Advisors LLC 0.01% No change 620 $281K
Net Worth Advisory Group 0.07% Add +4.4% 619 $280K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 618 $280K
Childress Capital Advisors, LLC 0.05% Reduce -4.2% 615 $279K
BSW Wealth Partners 0.03% Add +1.8% 612 $277K
Alta Advisers Ltd 0.06% No change 611 $277K
Marks Group Wealth Management, Inc 0.02% New 608 $275K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.0% 607 $275K
Commerce Advisors, LLC 0.15% Add +2.0% 603 $273K
Conning Inc. 0.01% Add +9.4% 602 $273K
Haverford Trust Co 0.00% Reduce -51.6% 601 $272K
EagleClaw Capital Managment, LLC 0.04% No change 600 $272K
Caldwell Trust Co 0.02% No change 600 $272K
Integrity Alliance, Llc. 0.01% Reduce -6.3% 598 $271K
Trust Point Inc. 0.02% Add +9.3% 598 $271K
Fenimore Asset Management Inc 0.01% No change 592 $268K
SmartHarvest Portfolios, LLC 0.09% Add +13.4% 591 $268K
Highland Capital Management, LLC 0.01% No change 590 $267K
Fragasso Financial Advisors Inc 0.01% New 589 $267K
Morris Financial Concepts, Inc. 0.08% No change 589 $267K
First Citizens Bank & Trust Co. 0.00% Reduce -8.6% 584 $265K
Claret Asset Management Corp 0.03% Add +4.1% 582 $264K
Bristol Gate Capital Partners Inc. 0.02% Reduce -99.6% 582 $264K
Sax Wealth Advisors, LLC 0.01% Reduce -1.9% 602 $263K
JTC Employer Solutions Trustee Ltd 0.02% No change 579 $262K
Endowment Wealth Management, Inc. 0.10% Add +1.2% 578 $262K
Regent Peak Wealth Advisors LLC 0.05% Add +3.0% 578 $262K
TCI Wealth Advisors, Inc. 0.01% Add +10.5% 578 $262K
Clifford Swan Investment Counsel LLC 0.01% Reduce -33.6% 578 $262K
TrinityBridge Ltd 0.01% Reduce -4.2% 575 $261K
Advus Financial Partners, LLC 0.06% Add +19.1% 575 $260K
Tyche Wealth Partners LLC 0.04% Add +0.2% 575 $260K
Kesler, Norman & Wride, LLC 0.04% Reduce -24.1% 568 $257K
Modern Wealth Management, LLC 0.00% New 568 $257K
Busey Bank 0.01% No change 563 $255K
Resonant Capital Advisors, LLC 0.01% New 563 $255K
Klingman & Associates, LLC 0.01% Add +6.5% 561 $254K
Ackerman Asset Management, LLC 0.15% No change 559 $253K
Cambient Family Office, LLC 0.03% New 556 $252K
Versant Capital Management, Inc 0.02% Add +2.6% 556 $252K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.4% 555 $251K
Ewa, LLC 0.05% Reduce -5.2% 553 $250K
Manchester Capital Management LLC 0.03% Reduce -1.4% 551 $250K
TRB Wealth Management, LLC 0.03% No change 549 $249K
Facet Wealth, Inc. 0.00% New 548 $248K
Financial Consulate, Inc. 0.03% Reduce -5.3% 548 $248K
Panoramic Capital Partners, LLC 0.12% Reduce -0.4% 547 $248K
Family Manage LLC 0.03% Reduce -0.2% 547 $248K
Sigma Planning Corp 0.01% Add +2.1% 545 $247K
Howe & Rusling Inc. 0.01% Reduce -1.6% 543 $246K
Principle Wealth Partners LLC 0.01% No change 540 $245K
Wayfinding Financial, LLC 0.09% Add +8.0% 540 $244K
CMH Wealth Management LLC 0.04% Add +0.6% 536 $243K
Great Lakes Advisors, LLC 0.00% Add +0.4% 533 $241K
Banco BTG Pactual S.A. 0.03% New 531 $241K
Cozad Asset Management Inc. 0.02% Reduce -27.4% 530 $240K
VARCOV Co. 0.09% New 528 $239K
Reliant Investment Management, LLC 0.09% No change 528 $239K
Asset Advisory Group, Inc. 0.10% No change 527 $239K
Caerus Investment Advisors, LLC 0.08% New 523 $237K
Pasadena Private Wealth, LLC 0.03% New 520 $236K
DV Trading LLC 0.02% Reduce -7.1% 520 $236K
Delta Investment Management, LLC 0.04% Reduce -2.5% 518 $235K
Cornerstone Wealth Group, LLC 0.01% New 516 $234K
Storgate, LLC 0.05% Reduce -33.9% 516 $234K
Daymark Wealth Partners, LLC 0.01% New 513 $233K
CHICAGO TRUST Co NA 0.03% No change 512 $232K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 510 $231K
Mainsail Asset Management, LLC 0.09% New 452 $231K
TD Private Client Wealth LLC 0.00% Reduce -2.7% 508 $230K
Aspiriant, LLC 0.01% New 506 $229K
Quent Capital, LLC 0.01% Reduce -0.4% 505 $229K
Sensenig Capital Advisors, Inc 0.21% Reduce -10.9% 505 $229K
Stratos Wealth Partners, LTD. 0.00% New 502 $227K
Sharkey, Howes & Javer 0.03% No change 502 $227K
Peapack Gladstone Financial Corp. 0.00% New 502 $227K
D.B. Root & Company, LLC 0.05% Reduce -0.4% 501 $227K
Flywheel Private Wealth LLC 0.11% No change 500 $226K
Garrison Point Advisors, LLC 0.09% No change 500 $226K
Cherokee Insurance Co 0.09% No change 500 $226K
Burke & Herbert Bank & Trust Co. 0.06% No change 500 $226K
Allen Capital Group, LLC 0.02% Add +6.6% 500 $226K
Valmark Advisers, Inc. 0.00% Reduce -2.3% 500 $226K
SYM FINANCIAL Corp 0.02% New 497 $225K
Graticule Asia Macro Advisors LLC 0.02% New 495 $224K
Ariadne Wealth Management, LP 0.10% Reduce -22.2% 491 $222K
Optas, LLC 0.03% New 483 $219K
Income Insurance Ltd 0.13% No change 480 $217K
Equitable Holdings, Inc. 0.00% Reduce -27.0% 479 $217K
Abundance Wealth Counselors 0.01% New 476 $216K
William Howard & Co Financial Advisors Inc 0.17% No change 475 $215K
Layline Advisors, LLC 0.19% Reduce -10.6% 474 $215K
QTR Family Wealth, LLC 0.07% New 473 $214K
Caden Capital Partners, LP 2.57% No change 471 $213K
Brave Warrior Advisors 0.00% No change 471 $213K
Bison Wealth, LLC 0.02% New 426 $213K
Procyon Advisors, LLC 0.01% New 469 $212K
Level Four Advisory Services, LLC 0.01% Add +1.3% 468 $212K
Cary Street Partners Investment Advisory LLC 0.04% Add +16.7% 468 $212K
Certuity, LLC 0.01% Add +5.4% 468 $212K
Sand Hill Global Advisors, LLC 0.01% Reduce -1.1% 466 $211K
Summit Securities Group LLC 0.04% Add +1692.3% 466 $211K
Keel Point, LLC 0.01% New 466 $211K
Ameritas Advisory Services, LLC 0.00% New 465 $211K
Arkadios Wealth Advisors 0.00% New 460 $208K
Cypress Point Wealth Management, LLC 0.04% New 460 $208K
Victory Financial Group, LLC 0.02% Reduce -26.6% 460 $208K
Fi3 FINANCIAL ADVISORS, LLC 0.05% Add +138.1% 2,155 $207K
McAdam, LLC 0.01% New 456 $207K
Arvest Bank Trust Division 0.01% New 456 $207K
Cromwell Holdings LLC 0.09% Add +25.3% 455 $206K
Florida Trust Wealth Management Co 0.01% Reduce -8.1% 452 $205K
SVB Wealth LLC 0.01% Reduce -11.2% 450 $204K
ING Groep NV 0.00% Reduce -93.6% 449 $203K
Larry Mathis Financial Planning, LLC 0.15% Reduce -12.9% 446 $202K
Grove Bank & Trust 0.02% No change 444 $201K
Main Street Financial Solutions, LLC 0.01% New 443 $201K
Parkside Financial Bank & Trust 0.01% Reduce -2.6% 443 $201K
Hamilton Capital, LLC 0.01% New 442 $200K
Deseret Mutual Benefit Administrators 0.06% Reduce -9.5% 419 $190K
CYBER HORNET ETFs LLC 0.11% Reduce -2.8% 410 $186K
Peck Wealth Management, LLC 0.15% Reduce -20.0% 400 $181K
Birchbrook, Inc. 0.09% No change 400 $181K
Zions Bancorporation, National Association 0.01% Reduce -13.0% 394 $178K
Vaquero Private Wealth, Ltd. 0.03% — 372 $168K
NBT Bank, N.A. 0.01% Reduce -16.1% 355 $161K
Swiss Re Ltd. 0.01% Add +1763.2% 354 $160K
Cary Street Partners Financial LLC 0.00% Add +0.3% 352 $159K
Federated Hermes, Inc. 0.00% Reduce -75.5% 337 $153K
CoreCap Advisors, LLC 0.00% Add +1.5% 336 $152K
Atlas Capital Advisors Inc. 0.02% Reduce -29.5% 316 $143K
State of Wyoming 0.01% New 313 $142K
Eastern Bank 0.00% Add +6.1% 313 $142K
Basecamp Wealth Advisors LLC 0.03% Add +3.8% 303 $137K
Silver Grove Financial Group, Inc. 0.07% Add +500.0% 300 $136K
WPG Advisers, LLC 0.08% Add +6.8% 283 $128K
JNBA Financial Advisors 0.01% No change 275 $125K
True Wealth Design, LLC 0.03% Add +20.3% 273 $124K
Center for Financial Planning, Inc. 0.01% Reduce -1.5% 266 $120K
Rialto Wealth Management, LLC 0.02% Add +295.3% 253 $115K
North Star Investment Management Corp. 0.01% Add +4.5% 253 $115K
SouthState Bank Corp 0.00% Add +0.4% 252 $114K
Quintet Private Bank (Europe) S.A. 0.01% No change 250 $113K
Maj Invest Holding A/S 0.01% No change 245 $111K
Addison Advisors LLC 0.05% Reduce -78.5% 244 $111K
AdvisorNet Financial, Inc 0.01% Reduce -9.3% 243 $110K
Limestone Investment Advisors LP 0.05% New 230 $104K
Acropolis Investment Management, LLC 0.00% New 225 $102K
Owl Creek Wealth Partners LLC 0.03% Add +2.8% 223 $101K
New Age Alpha Advisors, LLC 0.00% New 223 $101K
Cheviot Value Management, LLC 0.01% No change 220 $100K
Crews Bank & Trust 0.01% No change 210 $95K
St Germain D J Co. Inc. 0.00% Reduce -38.6% 207 $94K
Burnham & Co LLC 0.07% — 200 $91K
Mb, Levis & Associates, LLC 0.03% No change 200 $91K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -4.8% 200 $91K
REAP Financial Group, LLC 0.02% Add +1.0% 195 $88K
Harvest Fund Management Co., Ltd 0.00% No change 188 $85K
Islay Capital Management, LLC 0.04% No change 183 $83K
Evelyn Partners Group Ltd 0.00% — 179 $81K
Coston, McIsaac & Partners 0.02% No change 177 $80K
Dogwood Wealth Management LLC 0.03% Reduce -61.2% 176 $80K
Montag A & Associates Inc. 0.00% No change 175 $79K
Geneos Wealth Management Inc. 0.00% No change 174 $79K
Your Advocates Ltd., LLP 0.02% No change 171 $77K
Edmond DE Rothschild Holding S.A. 0.00% New 165 $75K
Keating Financial Advisory Services, Inc. 0.01% Add +49.5% 157 $71K
Private Trust Co. NA 0.01% Reduce -8.2% 157 $71K
Silvant Capital Management LLC 0.00% No change 157 $71K
Prosperity Bancshares Inc 0.05% Reduce -50.6% 156 $71K
Vision Financial Markets LLC 0.06% No change 143 $64K
Horizon Financial Services, LLC 0.02% Add +43.9% 141 $64K
Wealth Enhancement Trust Services, Inc. 0.01% Add +38.2% 141 $64K
Bell Investment Advisors, Inc 0.01% Reduce -12.4% 134 $61K
1015 Capital Partners, LLC 0.05% Add +0.8% 130 $59K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.8% 130 $59K
Phillip James Consulting Co. 0.04% No change 125 $57K
Plante Moran Financial Advisors, LLC 0.00% No change 125 $57K
Private Wealth Asset Management, LLC 0.01% No change 121 $55K
JPL Wealth Management, LLC 0.01% Add +6.2% 120 $54K
TFC Financial Management, Inc. 0.01% Reduce -35.6% 114 $52K
Advantage Trust Co 0.02% No change 114 $52K
Axiom Investment Management LLC 0.03% No change 113 $51K
GW&K Investment Management, LLC 0.00% Add +40.0% 112 $51K
Raleigh Capital Management Inc. 0.02% Reduce -0.9% 108 $49K
City State Bank 0.01% No change 106 $48K
Darwin Wealth Management, LLC 0.01% Add +2.0% 103 $47K
Ancora Advisors LLC 0.00% Reduce -39.0% 103 $47K
Westfuller Advisors, LLC 0.02% Add +9.8% 101 $46K
MV Capital Management, Inc. 0.00% Reduce -9.0% 101 $46K
Lavaca Capital LLC 0.00% No change 100 $45K
FNY Investment Advisers, LLC 0.02% New 100 $45K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -2.9% 101 $45K
Bruce G. Allen Investments, LLC 0.03% Add +5.4% 98 $44K
Joseph Group Capital Management 0.01% Add +172.2% 98 $44K
West Paces Advisors Inc. 0.01% New 97 $44K
Maryland Capital Advisors Inc. 0.01% — 95 $43K
Albion Financial Group 0.00% No change 95 $43K
Physician Wealth Advisors, Inc. 0.01% Add +3.3% 93 $42K
JFS Wealth Advisors, LLC 0.00% Add +4.7% 90 $41K
Asset Planning,Inc 0.03% No change 89 $40K
Park Place Capital Corp 0.01% Reduce -41.3% 88 $40K
Activest Wealth Management 0.01% Reduce -25.2% 83 $38K
Fortitude Family Office, LLC 0.01% Add +46.4% 82 $37K
Salomon & Ludwin, LLC 0.00% No change 76 $36K
Wilkerson Advisory Group LLC 0.01% Add +24.1% 72 $33K
Vanguard National Trust Co 0.00% Reduce -4.1% 70 $32K
Bogart Wealth, LLC 0.00% Add +6.2% 69 $31K
Covestor Ltd 0.02% Add +31.4% 67 $31K
Sachetta, LLC 0.01% Add +34.0% 67 $30K
IFG Advisory, LLC 0.00% New 65 $30K
Ascentis Wealth Management, LLC 0.01% Add +160.0% 65 $29K
Rational Advisors, Inc. 0.00% Add +8.6% 63 $29K
Fiduciary Financial Advisors 0.00% New 66 $28K
Kemnay Advisory Services Inc. 0.00% Add +21.6% 62 $28K
Compass Financial Management LLC 0.00% — 60 $27K
Ares Financial Consulting, LLC 0.02% No change 57 $26K
MidFirst Bank 0.00% Add +16.7% 56 $25K
Solstein Capital, LLC 0.01% No change 55 $25K
Financial Management Professionals, Inc. 0.00% No change 54 $24K
LRI Investments, LLC 0.00% Add +38.5% 54 $24K
University of Texas/Texas Am Investment Management Co. 0.00% New 52 $24K
Birchwood Financial Partners, Inc. 0.02% No change 50 $23K
Asset Dedication, LLC 0.00% Add +4.3% 49 $22K
Caitlin John, LLC 0.01% No change 48 $22K
Continuum Advisory, LLC 0.00% Reduce -95.9% 46 $21K
Oakworth Capital, Inc. 0.00% No change 45 $20K
Raffa Wealth Management, LLC 0.00% Add +10.0% 44 $20K
Brown, Lisle/Cummings, Inc. 0.00% Add +4.9% 43 $19K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 43 $19K
SJS Investment Consulting Inc. 0.00% Add +44.8% 42 $19K
Bare Financial Services, Inc 0.00% Add +162.5% 42 $19K
First Command Advisory Services, Inc. 0.00% Add +78.3% 41 $19K
KERR FINANCIAL PLANNING Corp 0.02% Reduce -2.4% 41 $18K
Elevation Wealth Partners, LLC 0.01% Add +150.0% 40 $18K
Perkins Coie Trust Co 0.00% No change 40 $18K
Westside Investment Management, Inc. 0.00% No change 40 $18K
Avion Wealth 0.00% Add +17.1% 41 $18K
Private Wealth Management Group, LLC 0.00% No change 39 $18K
SHP Wealth Management 0.00% Add +39.3% 39 $18K
Truvestments Capital LLC 0.00% No change 39 $18K
Triumph Capital Management 0.00% Reduce -11.6% 38 $17K
Tounjian Advisory Partners, LLC 0.01% Reduce -98.8% 33 $15K
Cornerstone Financial Management LLC 0.01% Add +83.3% 33 $15K
Meeder Asset Management Inc. 0.00% Add +26.9% 33 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 33 $15K
Frazier Financial Advisors, LLC 0.01% No change 32 $14K
Aspect Partners, LLC 0.01% Reduce -8.8% 31 $14K
Signature Equity Partners, LLC 0.01% Reduce -64.3% 30 $13K
Glen Eagle Advisors, LLC 0.00% No change 28 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $13K
Clearstead Trust, LLC 0.00% No change 27 $12K
Spire Wealth Management 0.00% Add +3.9% 27 $12K
McDonald Partners LLC 0.00% New 26 $12K
Synergy Investment Management, LLC 0.00% Add +66.7% 25 $12K
Legacy Bridge, LLC 0.00% No change 25 $11K
Kings Path Partners LLC 0.00% No change 25 $11K
High Note Wealth, LLC 0.00% Add +66.7% 25 $11K
Avalon Trust Co 0.00% No change 25 $11K
Heritage Wealth Advisors 0.00% No change 25 $11K
Bay Harbor Wealth Management, LLC 0.00% Add +41.2% 24 $11K
Hughes Financial Services, LLC 0.00% Add +33.3% 24 $11K
Kilter Group LLC 0.00% Add +40.0% 21 $10K
First Pacific Financial 0.00% Reduce -50.0% 21 $10K
Quest 10 Wealth Builders, Inc. 0.01% No change 20 $9K
Delta Asset Management LLC 0.00% New 20 $9K
Valued Wealth Advisors LLC 0.00% No change 19 $9K
Marquette Asset Management, LLC 0.00% Add +111.1% 19 $9K
Meramec Financial Planners, LLC 0.00% No change 17 $8K
Highline Wealth Partners LLC 0.00% Reduce -43.8% 18 $8K
Virtus Advisers, LLC 0.00% No change 18 $8K
Archer Investment Corp 0.00% No change 17 $8K
PFS Partners, LLC 0.00% No change 16 $7K
Ameriflex Group, Inc. 0.00% New 16 $7K
Nemes Rush Group LLC 0.00% No change 16 $7K
Chilton Capital Management LLC 0.00% No change 15 $7K
Murphy & Mullick Capital Management Corp 0.00% No change 14 $6K
Signature Resources Capital Management, LLC 0.00% No change 14 $6K
J.Safra Asset Management Corp 0.00% Reduce -98.2% 14 $6K
Adirondack Trust Co. 0.00% No change 14 $6K
Riverview Trust Co 0.01% No change 13 $6K
Whipplewood Advisors, LLC 0.00% Reduce -78.0% 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
Optiver Holding B.V. 0.00% New 13 $6K
Transce3nd, LLC 0.05% Reduce -7.7% 12 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $5K
Cassaday & Co Wealth Management LLC 0.00% Reduce -42.9% 12 $5K
Torren Management, LLC 0.00% No change 12 $5K
Rosenberg Matthew Hamilton 0.00% No change 12 $5K
Motco 0.00% Add +33.3% 12 $5K
BOK Financial Private Wealth, Inc. 0.00% Add +0.0% 11 $5K
HighMark Wealth Management LLC 0.00% No change 11 $5K
Creative Capital Management Investments LLC 0.00% New 11 $5K
GoalVest Advisory LLC 0.00% New 11 $5K
Gleason Group, Inc. 0.00% New 11 $5K
Strengthening Families & Communities, LLC 0.00% New 10 $5K
Planning Strategies Inc. 0.00% — 10 $5K
Altshuler Shaham Ltd 0.00% New 10 $5K
Abound Wealth Management 0.00% Reduce -66.7% 10 $4K
HFM Investment Advisors, LLC 0.00% Add +200.0% 9 $4K
Pacific Center for Financial Services 0.00% No change 9 $4K
Prestige Wealth Management Group LLC 0.00% No change 9 $4K
Downshift Financial, LLC 0.00% New 9 $4K
Aventura Private Wealth, LLC 0.00% Reduce -30.8% 9 $4K
Rakuten Securities, Inc. 0.00% Add +28.6% 9 $4K
Allied Private Wealth LLC 0.00% — 8 $4K
Clark Wealth Partners 0.00% No change 8 $4K
American Capital Advisory, LLC 0.00% Add +14.3% 8 $4K
MPWM Advisory Solutions, LLC 0.00% No change 8 $4K
Lodestone Wealth Management LLC 0.00% No change 8 $4K
Longfellow Investment Management Co. LLC 0.00% No change 8 $4K
Colonial Trust Co / SC 0.00% No change 8 $4K
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.5% 8 $4K
Guardian Partners Inc. 0.00% New 8 $4K
Strategic Wealth Partners, Ltd. 0.00% Reduce -20.0% 8 $4K
Burkett Financial Services, LLC 0.00% New 7 $3K
Valley National Advisers Inc. 0.00% Add +133.3% 7 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -22.2% 7 $3K
Corsicana & Co. 0.00% No change 7 $3K
Burk Holdings LLC 0.00% No change 7 $3K
Elevated Capital Advisors, LLC 0.00% No change 7 $3K
Barnes Dennig Private Wealth Management LLC 0.00% New 6 $3K
Nvwm, LLC 0.00% Reduce -14.3% 6 $3K
WestEnd Advisors, LLC 0.00% Add +20.0% 6 $3K
Investors Portfolio Services LLC 0.00% Add +50.0% 6 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 6 $3K
Pacifica Partners Inc. 0.00% No change 5 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 5 $2K
Nvest Wealth Strategies, Inc. 0.00% Add +66.7% 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
United Community Bank 0.00% No change 5 $2K
Mascoma Wealth Management LLC 0.00% No change 5 $2K
Trifecta Capital Advisors, LLC 0.00% New 5 $2K
N.E.W. Advisory Services LLC 0.00% New 5 $2K
Winthrop Capital Management, LLC 0.00% Add +100.0% 4 $2K
POM Investment Strategies, LLC 0.00% No change 4 $2K
Davis Capital Management 0.00% New 4 $2K
Arlington Trust Co LLC 0.00% No change 4 $2K
DecisionPoint Financial, LLC 0.00% Add +200.0% 3 $1K
TD Capital Management LLC 0.00% No change 3 $1K
Lloyd Advisory Services, LLC. 0.00% New 3 $1K
Millstone Evans Group, LLC 0.00% New 3 $1K
Quaker Wealth Management, LLC 0.00% Add +50.0% 3 $1K
BankPlus Trust Department 0.00% No change 3 $1K
Cedar Mountain Advisors, LLC 0.00% No change 3 $1K
Pin Oak Investment Advisors Inc. 0.00% New 3 $1K
Navigoe, LLC 0.00% New 4 $1K
CKW Financial Group 0.00% New 3 $1K
Golden State Wealth Management, LLC 0.00% No change 2 $910
Spectrum Wealth Advisory Group, LLC 0.00% New 2 $908
Seneschal Advisors, LLC 0.00% No change 2 $906
Morton Brown Family Wealth, LLC 0.00% New 2 $906
Cape Investment Advisory, Inc. 0.00% New 2 $906
Tidemark, LLC 0.00% No change 2 $906
Harbor Investment Advisory, LLC 0.00% No change 2 $906
Stone House Investment Management, LLC 0.00% Add +100.0% 2 $906
Buck Wealth Strategies, LLC 0.00% New 2 $906
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $453
3 Factor Indexing, LLC 0.00% No change 1 $453
Montgomery Financial Services LLC 0.00% — 1 $453
Breakwater Investment Management 0.00% New 1 $453
West Branch Capital LLC 0.00% No change 1 $453
Mosley Wealth Management 0.00% New 1 $453
IMA Advisory Services, Inc. 0.00% No change 1 $453
Trust Co 0.00% Reduce -99.9% 1 $453
Cordant, Inc. 0.00% New 1 $304
Y.D. More Investments Ltd 0.00% Reduce -1.0% 97 $148

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