Medpace HoldingsMEDP

13F holders, Q3 2025 (September 30)
673holders +71
134new positions
59sold out
12famous investors
$513.79avg. 13F price*

At the end of Q3 2025, 673 institutions reported holding Medpace Holdings Inc. (MEDP) in their 13F filings, up 71 from Q2 2025. 134 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.2B) and AQR Capital Management ($518.2M). 12 famous investors held it, including Francois Rochon (4.6% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Cliff Asness (0.3% of AQR Capital Management's portfolio).

Company
Medpace Holdings Inc.
CUSIP
58506Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 594Q1 2024Q2 2024: 623Q2 2024Q3 2024: 584Q3 2024Q4 2024: 591Q4 2024Q1 2025: 586Q1 2025Q2 2025: 602Q2 2025Q3 2025: 673Q3 2025Q4 2025: 788Q4 2025Q1 2026: 734Q1 2026Q2 2026: 699Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions134$142.4M
Exits59$90.0M

All 13F filers, Q2 2025 → Q3 2025: 2,287,957 shares bought and 4,459,422 shares sold, net −2,171,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 673 holders

BlackRock, Inc. 0.02% Reduce -4.4% 2,357,123 $1.2B
Vanguard Group Inc. 0.02% Reduce -4.5% 2,282,972 $1.2B
AQR Capital Management 0.33% Add +65.1% 1,025,410 $518.2M
Wasatch Advisors LP 2.56% Reduce -2.1% 925,963 $476.1M
State Street Corp. 0.01% Reduce -4.8% 673,141 $346.1M
Mawer Investment Management Ltd. 1.73% Reduce -20.9% 646,774 $332.5M
Geode Capital Management, LLC 0.02% Add +0.7% 642,673 $330.5M
D. E. Shaw & Co. 0.27% Add +74.7% 600,140 $308.6M
Baillie Gifford & Co. 0.22% Add +12.0% 584,796 $300.7M
Invesco Ltd. 0.04% Add +18.9% 537,407 $276.3M
Morgan Stanley 0.02% Add +4.7% 510,923 $262.7M
Renaissance Technologies 0.34% Reduce -27.2% 493,588 $253.8M
Dimensional Fund Advisors LP 0.04% Reduce -6.3% 388,058 $199.5M
Riverbridge Partners LLC 3.17% Reduce -15.9% 365,088 $187.7M
Bessemer Group Inc. 0.27% Reduce -32.6% 341,917 $175.8M
Arrowstreet Capital, Limited Partnership 0.10% Add +205.8% 314,150 $161.5M
Findlay Park Partners LLP 1.63% Reduce -1.7% 302,300 $155.4M
Madison Asset Management, LLC 1.66% Reduce -1.5% 292,629 $150.5M
Giverny Capital 4.56% Add +0.0% 261,802 $134.6M
Clearbridge Investments, LLC 0.10% Reduce -2.8% 256,564 $131.9M
American Capital Management Inc. 5.10% Reduce -6.3% 248,757 $127.9M
UBS Group AG 0.02% Reduce -9.5% 247,629 $127.3M
Northern Trust Corp. 0.02% Reduce -28.0% 242,402 $124.6M
Bank of America Corp. 0.01% Add +20.7% 229,353 $117.9M
Vulcan Value Partners, LLC 1.87% Reduce -30.4% 200,172 $103.2M
GW&K Investment Management, LLC 0.90% Reduce -23.7% 198,261 $101.9M
Voloridge Investment Management, LLC 0.33% Reduce -17.3% 190,994 $98.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.0% 188,577 $97.0M
Goldman Sachs Group Inc. 0.01% Add +84.7% 180,395 $92.8M
JPMorgan Chase & Co. 0.01% Reduce -33.0% 177,853 $91.4M
Bank of New York Mellon Corp 0.02% Reduce -7.1% 165,229 $85.0M
Royal Bank of Canada 0.01% Add +28.7% 159,037 $81.8M
Boston Trust Walden Corp 0.57% Add +0.1% 151,200 $77.7M
Spyglass Capital Management LLC 4.14% Reduce -32.8% 150,882 $77.6M
Natixis Advisors, LLC 0.11% Add +8.6% 149,948 $77.1M
Fisher Asset Management 0.03% Add +9.9% 137,746 $70.8M
Connor, Clark & Lunn Investment Management Ltd. 0.21% Reduce -19.0% 128,599 $66.1M
TD Asset Management Inc 0.05% Reduce -72.0% 128,147 $65.9M
Fundsmith 0.33% No change 127,537 $65.6M
Epoch Investment Partners, Inc. 0.36% Reduce -71.8% 125,701 $64.6M
Clarkston Capital Partners, LLC 1.36% Reduce -4.8% 123,064 $63.3M
Stephens Investment Management Group LLC 0.79% Reduce -11.3% 118,726 $61.0M
Ameriprise Financial Inc. 0.01% Add +20.1% 117,856 $60.7M
Millennium Management 0.05% Reduce -66.2% 116,611 $60.0M
Thrivent Financial for Lutherans 0.12% Add +0.6% 115,944 $59.6M
Franklin Resources Inc. 0.02% Reduce -11.7% 115,827 $59.6M
Envestnet Asset Management Inc. 0.02% Add +10.4% 113,649 $58.4M
Bares Capital Management, Inc. 5.29% Reduce -29.0% 111,507 $57.3M
Pacer Advisors, Inc. 0.15% Add +159.4% 111,290 $57.2M
Raymond James Financial Inc. 0.02% Reduce -13.3% 105,187 $54.1M
T. Rowe Price Associates Inc. 0.01% Reduce -0.9% 102,328 $52.6M
Annex Advisory Services, LLC 1.11% Add +6.6% 101,685 $52.3M
Citigroup Inc. 0.03% Reduce -2.4% 96,646 $49.7M
Janus Henderson Group PLC 0.02% Add +65.6% 93,284 $48.0M
Sei Investments Co. 0.05% Add +5.7% 92,894 $47.8M
Rice Hall James & Associates, LLC 2.56% Reduce -10.8% 91,409 $47.0M
Man Group plc 0.09% Add +100.9% 88,378 $45.4M
Two Sigma Advisers, LP 0.09% Reduce -68.3% 88,200 $45.3M
Smith Group Asset Management, LLC 2.58% Add +6.1% 87,205 $44.8M
Two Sigma Investments, LP 0.07% Reduce -68.0% 85,369 $43.9M
Los Angeles Capital Management LLC 0.14% Add +1622.6% 80,361 $41.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -21.7% 79,464 $40.9M
Argent Capital Management LLC 1.11% Reduce -1.4% 79,127 $40.7M
Qube Research & Technologies Ltd 0.05% Add +1527.8% 74,780 $38.4M
Fuller & Thaler Asset Management, Inc. 0.13% Add +1.6% 73,030 $37.5M
Mairs & Power Inc. 0.34% Reduce -8.7% 69,583 $35.8M
Ieq Capital, LLC 0.10% Add +186.7% 65,371 $33.6M
Caisse de depot et placement du Quebec 0.06% Reduce -67.8% 65,243 $33.5M
Congress Asset Management Co. 0.22% Add +12.5% 64,695 $33.3M
Russell Investments Group, Ltd. 0.04% Reduce -17.7% 64,579 $33.2M
DF Dent & Co. Inc. 0.43% Reduce -58.3% 64,130 $33.0M
Rhumbline Advisers 0.03% Reduce -5.8% 63,582 $32.7M
Retirement Systems of Alabama 0.11% Reduce -3.0% 62,695 $32.2M
Nordea Investment Management AB 0.03% Add +2.4% 62,618 $31.5M
Nuveen, LLC 0.01% Add +18.7% 59,327 $30.5M
Swedbank AB 0.03% Reduce -18.3% 58,000 $29.8M
Cerity Partners LLC 0.05% Add +60.8% 57,443 $29.5M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +14.8% 55,861 $28.7M
Jane Street Group, LLC 0.03% Reduce -82.3% 55,265 $28.4M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 55,000 $28.3M
Principal Financial Group Inc. 0.01% Reduce -8.4% 49,137 $25.3M
Ranger Investment Management, L.P. 1.75% Reduce -27.9% 48,875 $25.1M
Swiss National Bank 0.01% Reduce -3.5% 47,400 $24.4M
California Public Employees Retirement System 0.01% Add +5.6% 46,158 $23.7M
Local Pensions Partnership Investment Ltd 0.39% No change 45,000 $23.1M
Captrust Financial Advisors 0.05% Add +9.9% 44,575 $22.9M
Wells Fargo & Company 0.00% Reduce -16.7% 44,121 $22.7M
Stifel Financial Corp. 0.02% Add +19.7% 42,690 $21.9M
Aberdeen Group plc 0.03% Add +0.2% 42,654 $21.9M
Legal & General Group Plc 0.00% Reduce -10.4% 42,017 $21.6M
McGuire Investment Group, LLC 2.44% Reduce -0.3% 41,908 $21.5M
Algert Global LLC 0.36% Add +6.2% 41,809 $21.5M
Janney Montgomery Scott LLC 0.05% Reduce -1.1% 40,550 $20.8M
Oppenheimer Asset Management Inc. 0.20% Reduce -4.6% 35,957 $18.5M
DekaBank Deutsche Girozentrale 0.03% No change 36,311 $18.1M
Summit Creek Advisors LLC 2.56% Reduce -31.7% 34,222 $17.6M
GMO 0.05% Add +0.9% 34,097 $17.5M
Bridgewater Associates 0.07% New 33,230 $17.1M
EULAV Asset Management 0.39% Add +47.1% 32,511 $16.7M
Capital Fund Management S.A. 0.17% Add +129.5% 32,412 $16.7M
New York State Teachers Retirement System 0.03% Reduce -2.8% 31,681 $16.3M
Alliancebernstein L.P. 0.01% Reduce -19.8% 31,081 $16.0M
Victory Capital Management Inc. 0.01% Add +32.9% 30,539 $15.7M
American Century Companies Inc. 0.01% Add +130.9% 29,370 $15.1M
PineStone Asset Management Inc. 0.09% Reduce -19.6% 29,200 $15.0M
Pictet Asset Management Holding SA 0.01% Reduce -27.4% 29,713 $14.9M
Cwm, LLC 0.04% Add +311.4% 28,496 $14.7M
Barclays PLC 0.01% Add +36.8% 28,219 $14.5M
Capital Impact Advisors, LLC 3.10% Add +31.7% 26,995 $13.9M
LPL Financial LLC 0.00% Add +60.0% 26,357 $13.6M
Van Eck Associates Corp. 0.01% Add +1.8% 26,043 $13.4M
Aquatic Capital Management LLC 0.23% Add +244.5% 24,158 $12.4M
Amundi 0.00% Add +64.8% 23,257 $12.3M
State of Wisconsin Investment Board 0.03% Reduce -3.3% 23,089 $11.9M
Tudor Investment Corporation 0.08% Reduce -3.4% 23,010 $11.8M
Canada Pension Plan Investment Board 0.01% Reduce -52.4% 23,000 $11.8M
California State Teachers Retirement System 0.01% Reduce -5.0% 22,935 $11.8M
Citadel Advisors 0.01% Reduce -66.8% 22,913 $11.8M
Mercer Global Advisors Inc. 0.02% Add +73.1% 22,224 $11.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -13.3% 21,416 $11.0M
Osaic Holdings, Inc. 0.02% Add +244.7% 21,832 $11.0M
Ensign Peak Advisors, Inc 0.02% Reduce -49.1% 21,218 $10.9M
CI Investments Inc. 0.04% Reduce -21.9% 20,916 $10.8M
Caxton Associates LLP 0.29% New 20,804 $10.7M
Abacus FCF Advisors LLC 1.41% Add +23.4% 20,663 $10.6M
State Board of Administration of Florida Retirement System 0.02% Reduce -12.9% 20,359 $10.5M
Renaissance Group LLC 0.39% Add +8.6% 19,926 $10.2M
Freestone Grove Partners LP 0.08% New 19,908 $10.2M
Heron Bay Capital Management 1.88% Reduce -0.1% 19,626 $10.1M
Robeco Institutional Asset Management B.V. 0.01% Add +22.2% 19,565 $10.1M
AXA Investment Managers S.A. 0.03% — 19,186 $9.9M
Nutshell Asset Management Ltd 4.59% Reduce -54.3% 18,712 $9.6M
Public Employees Retirement System of Ohio 0.03% Reduce -7.1% 18,696 $9.6M
Cabot Wealth Management Inc. 1.05% Add +2.3% 18,450 $9.5M
Intech Investment Management LLC 0.08% Add +31.9% 18,395 $9.5M
Jackson Square Partners, LLC 3.71% Add +91.3% 17,843 $9.2M
Empowered Funds, LLC 0.09% Reduce -12.5% 17,837 $9.2M
New York State Common Retirement Fund 0.01% Reduce -5.4% 17,628 $9.1M
King Luther Capital Management Corp. 0.04% Reduce -15.7% 17,592 $9.0M
Ascent Group, LLC 0.32% Add +3.0% 17,331 $8.9M
Candriam S.C.A. 0.05% Reduce -66.7% 17,221 $8.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.8% 17,405 $8.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.1% 16,837 $8.7M
Gotham Asset Management 0.04% Add +16.0% 16,676 $8.6M
Trexquant Investment LP 0.09% Reduce -49.6% 16,555 $8.5M
Verition Fund Management LLC 0.05% Add +181.9% 16,277 $8.4M
Teacher Retirement System of Texas 0.03% Reduce -24.4% 16,263 $8.4M
Quantbot Technologies LP 0.23% Reduce -52.6% 16,212 $8.3M
PDT Partners, LLC 0.52% Reduce -7.9% 15,924 $8.2M
Palisades Investment Partners, LLC 3.21% Add +0.9% 15,892 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +150.1% 15,193 $8.1M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +76.5% 15,444 $7.9M
Cetera Investment Advisers 0.01% Add +25.0% 15,421 $7.9M
Advisory Services Network, LLC 0.12% Add +14.2% 15,388 $7.9M
Arax Advisory Partners 0.11% Add +23868.3% 15,100 $7.8M
Mariner, LLC 0.01% Add +146.1% 14,838 $7.6M
Tandem Investment Advisors, Inc. 0.26% Reduce -1.2% 14,708 $7.6M
BNP Paribas Financial Markets 0.01% Add +115.6% 14,561 $7.5M
Truist Financial Corp. 0.01% Add +12.6% 14,525 $7.5M
Moran Wealth Management, LLC 0.22% Reduce -2.4% 14,491 $7.5M
Jump Financial, LLC 0.10% Reduce -71.9% 14,102 $7.3M
Globeflex Capital L P 1.11% Reduce -4.5% 14,060 $7.2M
First Foundation Advisors 0.27% Add +53.9% 13,982 $7.2M
Voya Investment Management LLC 0.01% Reduce -29.5% 13,638 $7.0M
Alpine Peaks Capital, LP 5.69% Reduce -37.4% 12,706 $6.5M
O'Brien Greene & Co. Inc 2.00% Reduce -0.8% 12,663 $6.5M
Willis Investment Counsel 0.35% Add +1.9% 12,484 $6.4M
MetLife Investment Management, LLC 0.03% Reduce -9.1% 12,466 $6.4M
Kornitzer Capital Management Inc. 0.13% No change 12,455 $6.4M
Federated Hermes, Inc. 0.01% Reduce -62.4% 12,003 $6.2M
Creative Planning 0.00% Add +115.5% 11,806 $6.1M
Lazard Asset Management LLC 0.01% Add +49.0% 11,666 $6.0M
Wellington Management Group LLP 0.00% Reduce -57.8% 11,604 $6.0M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -31.3% 11,510 $5.9M
Dark Forest Capital Management LP 0.21% Reduce -4.9% 11,050 $5.7M
Amalgamated Bank 0.04% Reduce -3.9% 10,829 $5.6M
Squarepoint Ops LLC 0.01% Reduce -71.7% 10,539 $5.4M
Mutual of America Capital Management LLC 0.06% Reduce -12.6% 10,250 $5.3M
Treasurer of the State of North Carolina 0.02% Reduce -5.9% 10,040 $5.2M
Hancock Whitney Corp. 0.09% Reduce -8.5% 10,036 $5.2M
Quadrature Capital Ltd 0.06% New 9,986 $5.1M
Police & Firemen's Retirement System of New Jersey 0.04% Add +14.4% 9,911 $5.1M
Dorsey Wright & Associates 1.14% New 9,885 $5.1M
First Trust Advisors LP 0.00% Reduce -76.7% 9,824 $5.1M
Cibc World Market Inc. 0.01% New 9,788 $5.0M
Zacks Investment Management 0.04% Add +47.2% 9,425 $4.8M
Campbell Newman Asset Management Inc. 0.35% Add +0.4% 9,387 $4.8M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -1.4% 9,300 $4.8M
Oxbow Advisors, LLC 0.45% Add +1.0% 9,277 $4.8M
Davidson Capital Management Inc. 1.06% Reduce -3.0% 9,190 $4.7M
Larson Financial Group LLC 0.17% Reduce -15.6% 9,172 $4.7M
Castleark Management LLC 0.13% New 9,042 $4.6M
Schonfeld Strategic Advisors LLC 0.03% Reduce -32.6% 8,946 $4.6M
Jain Global LLC 0.06% Add +56.9% 8,942 $4.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 8,850 $4.6M
State of New Jersey Common Pension Fund D 0.02% Add +4.1% 8,644 $4.4M
Worldquant Millennium Advisors LLC 0.02% Reduce -55.3% 8,581 $4.4M
FIL Ltd 0.00% New 8,573 $4.4M
Fort Washington Investment Advisors Inc. 0.02% No change 8,525 $4.4M
Comerica Bank 0.02% Reduce -14.2% 8,368 $4.3M
Pathstone Holdings, LLC 0.02% Reduce -2.7% 8,323 $4.3M
Jefferies Financial Group Inc. 0.04% Reduce -67.4% 8,232 $4.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +23.2% 8,099 $4.2M
Blair William & Co. 0.01% Reduce -3.5% 7,977 $4.1M
Front Row Advisors LLC 1.37% Reduce -15.9% 7,938 $4.1M
FMR LLC 0.00% Reduce -71.0% 7,814 $4.0M
Macquarie Group Ltd. 0.00% New 7,701 $4.0M
Handelsbanken Fonder AB 0.01% Add +16.7% 7,700 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 7,664 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -87.3% 7,500 $3.9M
State of Tennessee, Department of Treasury 0.01% Reduce -39.7% 7,481 $3.8M
Brevan Howard Capital Management LP 0.05% Reduce -41.2% 7,241 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -11.9% 7,226 $3.7M
Arizona State Retirement System 0.02% Reduce -3.6% 7,212 $3.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -52.4% 7,202 $3.7M
Deutsche Bank AG 0.00% Add +0.7% 6,899 $3.5M
Prudential PLC 0.03% Reduce -17.3% 6,723 $3.5M
Marshall Wace, LLP 0.00% Add +580.3% 6,592 $3.4M
US Bancorp \de 0.00% Reduce -0.2% 6,519 $3.4M
Advisors Asset Management, Inc. 0.06% Reduce -6.7% 6,505 $3.3M
CenterBook Partners LP 0.16% New 6,296 $3.2M
Louisiana State Employees Retirement System 0.05% Reduce -6.1% 6,200 $3.2M
Quantinno Capital Management LP 0.01% Add +31.1% 6,154 $3.2M
SG Americas Securities, LLC 0.01% Add +560.6% 6,130 $3.2M
KLP Kapitalforvaltning As 0.01% Reduce -3.2% 6,100 $3.1M
Zions Bancorporation, National Association 0.15% Reduce -12.9% 6,075 $3.1M
Prescott Group Capital Management, L.L.C. 0.33% Reduce -40.0% 6,000 $3.1M
Engineers Gate Manager LP 0.04% Add +46.0% 5,945 $3.1M
Homestead Advisers Corp 0.07% No change 5,750 $3.0M
KBC Group NV 0.01% No change 5,697 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.9% 5,696 $2.9M
Allworth Financial LP 0.01% Reduce -1.5% 5,507 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +4535.6% 5,470 $2.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -22.9% 5,439 $2.8M
HBK Sorce Advisory LLC 0.07% Reduce -3.0% 5,413 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -71.3% 5,343 $2.7M
State of Michigan Retirement System 0.01% Reduce -7.0% 5,299 $2.7M
Morningstar Investment Management LLC 0.10% New 5,250 $2.7M
Empirical Finance, LLC 0.13% Reduce -25.5% 5,196 $2.7M
New Age Alpha Advisors, LLC 0.11% Reduce -2.9% 5,057 $2.6M
Tidal Investments LLC 0.01% Add +14.1% 5,051 $2.6M
Focus Partners Advisor Solutions, LLC 0.03% Add +229.7% 4,487 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +67.5% 4,979 $2.6M
Trek Financial, LLC 0.15% New 4,962 $2.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -6.0% 4,947 $2.5M
China Universal Asset Management Co., Ltd. 0.21% Reduce -14.7% 4,924 $2.5M
Lifestyle Asset Management, Inc. 0.86% Add +5.7% 4,887 $2.5M
Consolidated Press International Holdings Ltd. 0.39% No change 4,800 $2.5M
Turtle Creek Asset Management Inc. 0.07% Reduce -56.4% 4,800 $2.5M
Focus Partners Wealth 0.00% Add +333.6% 4,752 $2.4M
Glenmede Investment Management, LP 0.01% Reduce -89.0% 4,748 $2.4M
Linden Thomas Advisory Services, LLC 0.25% Reduce -0.5% 4,740 $2.4M
Xponance LLC 0.02% Reduce -2.0% 4,636 $2.4M
NewEdge Wealth, LLC 0.03% Reduce -18.5% 3,978 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +23.4% 4,625 $2.4M
New Mexico Educational Retirement Board 0.07% Reduce -9.8% 4,600 $2.4M
Pallas Capital Advisors LLC 0.09% Add +154.1% 4,573 $2.4M
Oak Associates Ltd. 0.14% No change 4,471 $2.3M
CX Institutional 0.07% No change 4,443 $2.3M
&partners 0.01% Add +2.4% 4,426 $2.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -9.2% 4,420 $2.3M
MML Investors Services, LLC 0.01% Add +0.4% 4,401 $2.3M
Ethic Inc. 0.04% Add +36.7% 4,275 $2.2M
Cim, LLC 0.29% Reduce -0.1% 4,259 $2.2M
Atria Investments, Inc 0.02% Add +36.9% 4,215 $2.2M
Militia Capital Partners, LP 1.01% Reduce -62.5% 4,200 $2.2M
Merit Financial Group, LLC 0.02% Add +108.7% 4,180 $2.1M
Ameritas Investment Partners, Inc. 0.07% Reduce -9.1% 4,160 $2.1M
Joseph Group Capital Management 0.60% Reduce -22.1% 4,140 $2.1M
Brighton Jones LLC 0.05% Add +160.4% 4,060 $2.1M
HighTower Advisors, LLC 0.00% Reduce -17.3% 3,977 $2.0M
South Dakota Investment Council 0.04% Reduce -15.4% 3,835 $2.0M
Strategic Global Advisors, LLC 0.29% Reduce -4.4% 3,774 $1.9M
Roberts Glore & Co. Inc. 0.53% Reduce -14.9% 3,738 $1.9M
Krilogy Financial LLC 0.07% New 3,164 $1.9M
Diversify Advisory Services, LLC 0.06% Add +21.5% 3,181 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.1% 3,647 $1.9M
Diversify Wealth Management, LLC 0.11% Add +4.8% 3,154 $1.9M
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 3,594 $1.8M
Orion Porfolio Solutions, LLC 0.01% Reduce -24.6% 3,559 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +36.5% 3,403 $1.8M
Daiwa Securities Group Inc. 0.01% Add +3367.3% 3,398 $1.7M
LGT Fund Management Co Ltd. 0.14% Reduce -12.1% 3,200 $1.7M
Neuberger Berman Group LLC 0.00% Add +3.8% 3,297 $1.7M
Vident Advisory, LLC 0.02% Reduce -19.0% 3,239 $1.7M
Westover Capital Advisors, LLC 0.31% Reduce -1.1% 3,214 $1.7M
Bank of Montreal 0.00% Reduce -9.0% 3,184 $1.6M
Inceptionr LLC 0.39% Add +3.0% 3,136 $1.6M
Marshall Financial Group, LLC 0.31% Add +1.4% 3,114 $1.6M
Sheets Smith Wealth Management 0.18% Reduce -8.5% 3,048 $1.6M
Guggenheim Capital LLC 0.01% Reduce -37.1% 2,962 $1.5M
Novem Group 0.18% Reduce -1.4% 2,938 $1.5M
Park Avenue Securities LLC 0.01% Add +1.3% 2,912 $1.5M
QRG Capital Management, Inc. 0.02% Reduce -78.4% 2,886 $1.5M
Capstone Investment Advisors, LLC 0.02% Add +103.1% 2,768 $1.4M
Pinebridge Investments, L.P. 0.01% Reduce -87.1% 2,766 $1.4M
BloombergSen Inc. 0.12% Add +48.8% 2,756 $1.4M
Numerai GP LLC 0.20% New 2,749 $1.4M
LRT Capital Management, LLC 0.93% Add +39.3% 2,723 $1.4M
Ausbil Investment Management Ltd 0.74% Reduce -2.9% 2,561 $1.4M
Kendall Capital Management 0.31% Reduce -5.4% 2,700 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 2,695 $1.4M
Private Advisor Group, LLC 0.01% Reduce -0.6% 2,687 $1.4M
Prudential Financial Inc. 0.00% Add +34.0% 2,675 $1.4M
Vestcor Inc 0.04% Reduce -36.4% 2,671 $1.4M
Berkeley, Inc 0.44% Reduce -44.9% 2,667 $1.4M
Alliance Wealth Advisors, LLC 0.32% Add +6.4% 2,641 $1.4M
Beacon Pointe Advisors, LLC 0.01% Reduce -67.5% 2,637 $1.4M
Oddo BHF Asset Management Sas 0.05% Reduce -36.4% 2,636 $1.4M
Danske Bank A/S 0.00% Reduce -52.0% 2,620 $1.3M
Quadrant Capital Group LLC 0.04% Add +7.9% 2,576 $1.3M
Bokf, NA 0.02% Add +0.8% 2,542 $1.3M
Womack Financial LLC 0.99% Reduce -2.3% 2,530 $1.3M
Versor Investments LP 0.24% Add +150.3% 2,501 $1.3M
Brown Advisory Inc. 0.00% Reduce -0.9% 2,484 $1.3M
Grandeur Peak Global Advisors, LLC 0.17% Reduce -86.9% 2,435 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -8.4% 2,427 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -3.9% 2,397 $1.2M
PDS Planning, Inc 0.08% Reduce -2.3% 2,366 $1.2M
New York Life Investment Management LLC 0.01% Reduce -3.7% 2,325 $1.2M
OP Asset Management Ltd 0.02% Reduce -61.9% 2,317 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -4.9% 2,280 $1.2M
Trust Point Inc. 0.09% Add +13.9% 2,211 $1.1M
Fiduciary Trust Co 0.01% Reduce -8.2% 2,198 $1.1M
Empirical Asset Management, LLC 0.31% Add +9.8% 2,189 $1.1M
Benjamin Edwards Inc. 0.01% Add +81.3% 2,188 $1.1M
Schulhoff & Co. Inc. 0.48% Reduce -0.5% 2,177 $1.1M
Sanctuary Advisors, LLC 0.01% Add +23.6% 2,146 $1.1M
denkapparat Operations GmbH 0.69% Reduce -1.4% 2,088 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +123.4% 2,073 $1.1M
NorthCrest Asset Manangement, LLC 0.03% New 1,996 $1.1M
Essential Partners LLC 0.35% Add +51.0% 2,063 $1.1M
Allianz Asset Management GmbH 0.00% Add +65.3% 2,058 $1.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.06% Add +176.8% 2,026 $1.0M
Fieldview Capital Management, LLC 0.17% Reduce -79.0% 2,012 $1.0M
ProShare Advisors LLC 0.00% Reduce -8.4% 2,005 $1.0M
Core Wealth Partners LLC 0.47% No change 2,000 $1.0M
Blalock Williams, LLC 0.84% Add +6.2% 1,855 $954K
Centaurus Financial, Inc. 0.04% Reduce -0.5% 1,843 $948K
Meeder Advisory Services, Inc. 0.04% Add +0.4% 1,843 $948K
Yorktown Management & Research Co Inc 0.74% No change 1,800 $925K
Citizens Business Bank 0.15% New 1,790 $920K
Liontrust Investment Partners LLP 0.01% Reduce -2.6% 1,751 $900K
Integrated Investment Consultants, LLC 0.15% Reduce -19.5% 1,749 $899K
Independent Financial Group, LLC 0.02% Reduce -0.7% 1,742 $896K
Bayforest Capital Ltd 0.43% Add +8605.0% 1,741 $895K
Corient Private Wealth LP 0.00% Reduce -61.2% 1,710 $879K
Farther Finance Advisors, LLC 0.01% Reduce -6.0% 1,706 $877K
LGT Group Foundation 0.01% Reduce -24.6% 1,585 $862K
Securian Asset Management, Inc. 0.02% Reduce -7.4% 1,662 $855K
Commerce Bank 0.00% Reduce -19.8% 1,662 $855K
Edgestream Partners, L.P. 0.02% Reduce -93.8% 1,613 $829K
Annandale Capital, LLC 0.15% No change 1,600 $823K
Exchange Traded Concepts, LLC 0.01% Reduce -41.4% 1,597 $821K
Johnson Investment Counsel Inc. 0.01% Reduce -3.8% 1,585 $815K
Caerus Investment Advisors, LLC 0.33% New 1,577 $811K
Enhancing Capital LLC 0.58% Add +4.3% 1,546 $795K
EverSource Wealth Advisors, LLC 0.03% Add +68.6% 1,539 $791K
Precision Wealth Strategies, LLC 0.25% New 1,524 $784K
Steward Partners Investment Advisory, LLC 0.00% Reduce -15.5% 1,507 $775K
VestGen Investment Management 0.46% New 1,497 $770K
Lindenwold Advisors, INC 0.36% Reduce -21.7% 1,491 $767K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.4% 1,379 $750K
Nomura Holdings Inc. 0.00% Add +10.7% 1,440 $740K
Illinois Municipal Retirement Fund 0.01% Reduce -38.4% 1,437 $739K
Coldstream Capital Management Inc. 0.01% Reduce -0.6% 1,432 $736K
Global Financial Private Client, LLC 0.26% Add +0.6% 1,426 $733K
O'shaughnessy Asset Management, LLC 0.00% Add +30.2% 1,400 $720K
Choreo, LLC 0.01% Reduce -3.8% 1,387 $713K
Voya Financial Advisors, Inc. 0.07% Reduce -4.0% 1,420 $711K
Leonteq Securities AG 0.04% Reduce -15.1% 1,364 $701K
NewEdge Advisors, LLC 0.00% Add +18.6% 1,329 $683K
Chicago Partners Investment Group LLC 0.02% New 1,170 $679K
Compound Planning, Inc. 0.02% Add +10.9% 1,303 $670K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 1,300 $668K
Keebeck Wealth Management 0.08% Add +10.6% 1,297 $667K
Waverly Advisors, LLC 0.01% New 1,292 $664K
CWA Asset Management Group, LLC 0.02% New 1,291 $664K
Norden Group LLC 0.06% Add +10.0% 1,234 $634K
Perbak Capital Partners LLP 0.11% Reduce -36.2% 1,228 $631K
HB Wealth Management, LLC 0.00% Add +59.4% 1,224 $629K
Schroder Investment Management Group 0.00% New 1,252 $627K
Canopy Partners, LLC 0.21% Add +10.0% 1,210 $622K
Utah Retirement Systems 0.01% No change 1,207 $621K
Catalyst Capital Advisors LLC 0.01% Reduce -13.8% 1,190 $612K
Maryland State Retirement & Pension System 0.01% No change 1,188 $611K
Clearstead Advisors, LLC 0.01% Add +260.0% 1,188 $611K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -2.1% 1,157 $595K
Walleye Trading LLC 0.01% New 1,137 $585K
Jackson Thornton Wealth Management, LLC 0.06% New 1,099 $584K
Kera Capital Partners, Inc. 0.09% New 1,129 $580K
Swiss Life Asset Management Ltd 0.00% Add +70.3% 1,129 $580K
Dakota Wealth Management 0.01% Reduce -40.0% 1,113 $572K
Legato Capital Management LLC 0.06% Reduce -2.3% 1,084 $557K
Dorsey & Whitney Trust CO LLC 0.03% New 1,081 $556K
Forum Financial Management, LP 0.01% Reduce -5.7% 1,080 $555K
Portside Wealth Group, LLC 0.08% Reduce -1.4% 1,075 $553K
Venturi Wealth Management, LLC 0.03% No change 1,074 $552K
Cim Investment Management Inc. 0.15% Reduce -51.9% 1,060 $545K
Cary Street Partners Financial LLC 0.01% No change 1,060 $545K
Optimum Investment Advisors 0.21% No change 1,050 $540K
VestGen Advisors, LLC 0.02% New 1,050 $540K
Sequoia Financial Advisors, LLC 0.00% Add +34.4% 1,050 $540K
waypoint wealth counsel 0.21% New 1,045 $537K
Independent Advisor Alliance 0.01% Add +3.4% 1,044 $537K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -47.5% 1,029 $529K
CreativeOne Wealth, LLC 0.01% Reduce -30.6% 1,029 $529K
Sivia Capital Partners, LLC 0.15% Add +8.9% 1,028 $529K
WINTON GROUP Ltd 0.02% Reduce -92.9% 1,024 $527K
Argent Trust Co 0.02% Reduce -2.6% 1,017 $523K
Virtu Financial LLC 0.03% New 999 $513K
Aviva PLC 0.00% Reduce -65.5% 994 $511K
Integrated Advisors Network LLC 0.02% Reduce -4.7% 992 $510K
Penserra Capital Management LLC 0.01% New 988 $507K
SummitTX Capital, L.P. 0.02% New 974 $501K
Smith Shellnut Wilson LLC 0.19% No change 963 $495K
Vista Finance, LLC 0.33% Reduce -17.3% 958 $493K
Vontobel Holding Ltd. 0.00% Reduce -41.1% 955 $491K
CIBC Asset Management Inc 0.00% No change 953 $490K
Transcend Capital Advisors, LLC 0.03% New 947 $487K
Perigon Wealth Management, LLC 0.01% New 938 $482K
Vinva Investment Management Ltd 0.01% New 633 $482K
Rothschild Investment LLC 0.03% New 936 $481K
Signaturefd, LLC 0.01% Add +57.8% 936 $481K
Alps Advisors Inc. 0.00% Reduce -16.4% 929 $478K
Angeles Wealth Management, LLC 0.03% Add +1.2% 919 $473K
NorthRock Partners, LLC 0.01% New 919 $473K
Wealth Alliance, LLC 0.05% Reduce -8.0% 913 $469K
Waddell & Associates, LLC 0.04% New 895 $460K
Tower Research Capital LLC (TRC) 0.01% Add +67.7% 894 $460K
EntryPoint Capital, LLC 0.18% Add +8.4% 888 $457K
Journey Strategic Wealth LLC 0.01% Add +21.8% 884 $455K
Full Sail Capital, LLC 0.03% New 881 $453K
Arkadios Wealth Advisors 0.01% Reduce -16.3% 873 $449K
Optimize Financial Inc. 0.23% New 872 $448K
Summit Trail Advisors, LLC 0.01% New 865 $445K
Equitable Trust Co. 0.02% No change 860 $442K
Exit Wealth Advisors, LLC. 0.29% — 858 $441K
Snowden Capital Advisors LLC 0.01% Reduce -11.4% 856 $440K
Ipswich Investment Management Co., Inc. 0.10% No change 855 $440K
Journey Advisory Group, LLC 0.03% Reduce -2.8% 855 $440K
Pitcairn Co. 0.03% Reduce -60.1% 850 $437K
Shelton Capital Management 0.01% Reduce -6.7% 835 $429K
Transamerica Financial Advisors, LLC 0.04% New 835 $429K
M&T Bank Corp 0.00% Reduce -11.3% 833 $428K
Motley Fool Asset Management LLC 0.02% New 825 $424K
Praxis Investment Management Inc. 0.03% No change 820 $422K
HighPoint Advisor Group LLC 0.02% Add +2.8% 810 $416K
Polen Capital Management LLC 0.00% Reduce -82.8% 792 $407K
Procyon Advisors, LLC 0.02% Add +0.1% 791 $407K
Grant Private Wealth Management Inc 0.25% New 785 $404K
Requisite Capital Management, LLC 0.07% New 783 $403K
Rockefeller Capital Management L.P. 0.00% New 775 $398K
Premier Fund Managers Ltd 0.02% Reduce -40.9% 794 $398K
Evoke Wealth, LLC 0.01% New 774 $398K
Kaufman Rossin Wealth, LLC 0.22% New 769 $395K
Summit Wealth Group LLC / Co. 0.04% New 1,629 $394K
Parkside Financial Bank & Trust 0.03% Reduce -4.4% 766 $394K
Parcion Private Wealth LLC 0.02% New 763 $392K
Baron Wealth Management LLC 0.13% No change 762 $392K
HBW Advisory Services LLC 0.04% Reduce -12.3% 753 $387K
Kestra Advisory Services, LLC 0.00% Reduce -3.6% 753 $387K
GAMMA Investing LLC 0.02% Add +43.4% 747 $384K
Salem Investment Counselors Inc. 0.01% No change 745 $383K
Jones Financial Companies LLLP 0.00% Add +4.6% 768 $382K
NorthCoast Asset Management LLC 0.00% New 743 $382K
Claret Asset Management Corp 0.05% Reduce -1.5% 737 $379K
Fifth Third Wealth Advisors LLC 0.01% Add +2.6% 737 $379K
Mgo One Seven LLC 0.01% Add +7.9% 737 $379K
Fielder Capital Group LLC 0.09% Add +14.0% 731 $376K
Evergreen Capital Management LLC 0.01% New 715 $368K
Voleon Capital Management LP 0.01% New 715 $368K
Nisa Investment Advisors, LLC 0.00% No change 679 $349K
Brown Miller Wealth Management, LLC 0.10% New 673 $346K
Axxcess Wealth Management, LLC 0.01% New 673 $346K
Elevation Point Wealth Partners, LLC 0.02% New 668 $343K
OneDigital Investment Advisors LLC 0.00% New 655 $337K
Burney Co./ 0.01% No change 653 $336K
OMERS ADMINISTRATION Corp 0.00% Reduce -55.2% 650 $334K
Earned Wealth Advisors, LLC 0.05% New 648 $333K
Proficio Capital Partners LLC 0.02% Reduce -13.6% 647 $333K
Baird Financial Group, Inc. 0.00% Reduce -51.9% 646 $332K
Nemes Rush Group LLC 0.03% Add +2.2% 642 $330K
Regions Financial Corp. 0.00% Reduce -0.3% 639 $329K
Prelude Capital Management, LLC 0.03% Reduce -17.3% 633 $325K
Hardy Reed LLC 0.02% Reduce -14.3% 632 $325K
Aprio Wealth Management, LLC 0.03% New 616 $317K
HRT Financial LP 0.00% Reduce -96.7% 611 $314K
Piar LLC 0.22% Reduce -65.1% 610 $314K
GF Fund Management Co. LTD. 0.01% Reduce -24.1% 604 $311K
Savvy Advisors, Inc. 0.01% New 601 $309K
Catalyst Funds Management Pty Ltd 0.05% New 600 $308K
Applied Finance Capital Management, LLC 0.02% Reduce -22.1% 596 $306K
Allegiance Financial Group Advisory Services LLC 0.07% New 591 $304K
Ellevest, Inc. 0.04% New 591 $304K
Smartleaf Asset Management LLC 0.02% Add +1.9% 603 $302K
Hilltop Holdings Inc. 0.02% New 586 $301K
Vestmark Advisory Solutions, Inc. 0.01% New 573 $295K
Gibbs Wealth Management 0.07% Reduce -23.6% 561 $288K
Balboa Wealth Partners 0.05% New 558 $287K
Money Concepts Capital Corp. 0.02% New 558 $287K
Concorde Asset Management, LLC 0.12% — 527 $284K
QTR Family Wealth, LLC 0.13% New 546 $281K
Ariadne Wealth Management, LP 0.13% New 474 $280K
Bison Wealth, LLC 0.03% New 466 $277K
Corton Capital Inc. 0.68% New 535 $275K
STRS Ohio 0.00% Reduce -2.2% 534 $275K
Ausdal Financial Partners, Inc. 0.01% New 533 $274K
Hantz Financial Services, Inc. 0.00% Add +154.6% 527 $271K
Gallacher Capital Management LLC 0.11% Reduce -58.4% 526 $270K
Knollwood Investment Advisory, LLC 0.02% New 525 $270K
BAM Wealth Management, LLC 0.21% — 523 $269K
Profund Advisors LLC 0.01% New 518 $266K
StoneX Group Inc. 0.01% New 517 $266K
Stephens Inc. 0.00% New 517 $266K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 516 $265K
Blue Trust, Inc. 0.00% Reduce -1.2% 510 $262K
Harvest Fund Management Co., Ltd 0.01% New 502 $258K
Future Financial Wealth Managment LLC 0.16% No change 500 $257K
Barnes Pettey Financial Advisors, LLC 0.14% New 500 $257K
IFP Advisors, Inc 0.01% Add +157.2% 499 $257K
Shell Asset Management Co. 0.03% Reduce -55.2% 492 $253K
AlphaQuest LLC 0.02% Reduce -78.7% 484 $249K
Acadian Asset Management LLC 0.00% Reduce -55.0% 481 $246K
Cookson Peirce & Co. Inc. 0.01% New 477 $245K
Covestor Ltd 0.14% Reduce -23.0% 475 $245K
Ashton Thomas Securities, LLC 0.03% New 470 $242K
Stock Yards Bank & Trust Co. 0.01% New 468 $241K
Sunbelt Securities, Inc. 0.02% Add +12.3% 464 $239K
Lombard Odier Asset Management (USA) Corp 0.06% Reduce -52.8% 463 $238K
Unified Investment Management 0.24% New 460 $237K
Diametric Capital, LP 0.09% New 458 $235K
Aster Capital Management (DIFC) Ltd 0.12% Reduce -29.6% 456 $234K
Hengehold Capital Management LLC 0.02% New 455 $234K
Strategy Asset Managers LLC 0.04% New 453 $233K
Barlow Wealth Partners, LLC 0.03% New 425 $232K
Balefire, LLC 0.05% New 450 $231K
Gries Financial LLC 0.04% New 450 $231K
Bailard, Inc. 0.01% New 450 $231K
Renasant Bank 0.15% New 447 $230K
PharVision Advisers, LLC 0.13% New 447 $230K
Associated Banc-Corp 0.01% New 434 $223K
Naviter Wealth, LLC 0.03% New 432 $222K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 431 $222K
GenTrust, LLC 0.01% New 427 $220K
Riversedge Advisors, LLC 0.04% New 426 $219K
UMB Bank, n.a. 0.00% Reduce -3.6% 426 $219K
Greenleaf Trust 0.00% New 426 $219K
Fifth Third Bancorp 0.00% Reduce -7.0% 423 $217K
Valeo Financial Advisors, LLC 0.01% New 423 $217K
Heritage Wealth Management, Inc. 0.06% New 415 $213K
Savant Capital, LLC 0.00% New 413 $212K
Inspire Advisors, LLC 0.02% New 411 $212K
Northwest Wealth Management, LLC 0.03% New 411 $211K
Sowell Financial Services LLC 0.01% New 407 $209K
Moneta Group Investment Advisors LLC 0.00% New 407 $209K
Steel Grove Capital Advisors, LLC 0.02% No change 665 $209K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.1% 405 $208K
Diversified Trust Co. 0.00% New 404 $208K
Brown Brothers Harriman & Co. 0.00% No change 400 $206K
AdvisorNet Financial, Inc 0.01% No change 397 $204K
Principal Securities, Inc. 0.00% Reduce -5.5% 394 $203K
Impact Capital Partners LLC 0.06% New 392 $202K
Three Seasons Wealth, LLC 0.02% New 392 $202K
Global Retirement Partners, LLC 0.00% Add +99.0% 380 $195K
Huntington National Bank 0.00% Reduce -14.3% 336 $173K
Versant Capital Management, Inc 0.02% No change 297 $153K
Bartlett & Co. Wealth Management LLC 0.00% No change 292 $150K
iSAM Funds (UK) Ltd 0.03% New 289 $149K
Icon Wealth Advisors, LLC 0.01% Reduce -37.4% 275 $141K
Duncker Streett & Co. Inc. 0.02% Reduce -12.9% 270 $139K
CIBC Private Wealth Group LLC 0.00% Add +0.4% 250 $129K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.6% 244 $125K
Parallel Advisors, LLC 0.00% Add +4.4% 238 $122K
Employees Retirement System of Texas 0.00% Add +97.4% 229 $118K
Cary Street Partners Investment Advisory LLC 0.05% Add +3.7% 223 $115K
True Wealth Design, LLC 0.03% Add +1600.0% 221 $114K
Park Place Capital Corp 0.02% Reduce -21.3% 215 $111K
Assetmark, Inc. 0.00% Reduce -7.8% 214 $110K
Harbor Investment Advisory, LLC 0.01% Reduce -21.8% 212 $109K
TD Private Client Wealth LLC 0.00% Reduce -21.1% 209 $107K
C M Bidwell & Associates Ltd. 0.05% No change 201 $103K
LRI Investments, LLC 0.01% No change 184 $95K
State of Wyoming 0.01% Reduce -4.3% 156 $80K
MAI Capital Management 0.00% Reduce -31.6% 154 $79K
Gould Capital, LLC 0.05% No change 150 $77K
CENTRAL TRUST Co 0.00% No change 150 $77K
Johnson Financial Group, Inc. 0.00% Add +115.7% 110 $57K
Whittier Trust Co. 0.00% No change 105 $56K
Whittier Trust Co. of Nevada Inc. 0.00% Add +35.1% 104 $55K
AllSquare Wealth Management LLC 0.03% No change 100 $51K
Ameriflex Group, Inc. 0.02% Add +100.0% 100 $51K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.5% 98 $50K
Clark Wealth Partners 0.03% Reduce -33.6% 83 $47K
Cullen/Frost Bankers, Inc. 0.00% No change 78 $40K
SBI Securities Co., Ltd. 0.00% Reduce -13.5% 77 $40K
CoreCap Advisors, LLC 0.00% Reduce -6.3% 75 $39K
Root Financial Partners, LLC 0.00% New 73 $38K
Colonial Trust Co / SC 0.01% No change 72 $37K
Darwin Wealth Management, LLC 0.01% No change 70 $36K
Quarry LP 0.01% New 69 $35K
Solstein Capital, LLC 0.02% No change 67 $34K
Truvestments Capital LLC 0.01% No change 65 $33K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 65 $33K
Wealthspire Advisors, LLC 0.00% New 61 $31K
Rise Advisors, LLC 0.01% No change 58 $30K
Caitong International Asset Management Co., Ltd 0.02% Reduce -79.0% 57 $29K
Optiver Holding B.V. 0.00% New 52 $27K
GHP Investment Advisors, Inc. 0.00% No change 50 $26K
Quent Capital, LLC 0.00% New 49 $25K
Mather Group, Llc. 0.00% New 43 $22K
Cornerstone Planning Group LLC 0.00% Reduce -10.0% 36 $21K
Community Bank, N.A. 0.00% No change 40 $21K
Sterling Capital Management LLC 0.00% Reduce -2.9% 34 $17K
Robbins Farley 0.01% New 30 $15K
Hemington Wealth Management 0.00% Add +42.9% 30 $15K
Clayton Financial Group LLC 0.01% New 27 $14K
Fairscale Capital, LLC 0.01% No change 25 $13K
Creative Financial Designs Inc. 0.00% No change 25 $13K
Geneos Wealth Management Inc. 0.00% Reduce -72.8% 25 $13K
Bell Investment Advisors, Inc 0.00% No change 24 $12K
JFS Wealth Advisors, LLC 0.00% Add +4.5% 23 $12K
First Horizon Corp. 0.00% — 23 $12K
Murphy & Mullick Capital Management Corp 0.01% No change 22 $11K
Farmers & Merchants Investments Inc. 0.00% Add +4.8% 22 $11K
Graney & King, LLC 0.01% New 20 $10K
Activest Wealth Management 0.00% No change 20 $10K
Financial Network Wealth Advisors LLC 0.01% No change 19 $10K
Cedar Mountain Advisors, LLC 0.00% New 19 $10K
Private Trust Co. NA 0.00% Reduce -25.0% 18 $9K
T. Rowe Price Investment Management, Inc. 0.00% New 13 $7K
Salomon & Ludwin, LLC 0.00% New 13 $7K
High Note Wealth, LLC 0.00% Add +8.3% 13 $7K
Anfield Capital Management, LLC 0.00% No change 11 $6K
Ancora Advisors LLC 0.00% No change 11 $6K
Millstone Evans Group, LLC 0.00% Add +100.0% 10 $5K
Wealth Watch Advisors, INC 0.00% New 10 $5K
Hartford Financial Management Inc. 0.00% No change 10 $5K
Fortitude Family Office, LLC 0.00% Add +28.6% 9 $5K
Altshuler Shaham Ltd 0.00% New 9 $5K
Grove Bank & Trust 0.00% No change 8 $4K
Meeder Asset Management Inc. 0.00% New 7 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $3K
JPL Wealth Management, LLC 0.00% New 6 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 6 $3K
Wolff Wiese Magana LLC 0.00% No change 5 $3K
Binnacle Investments Inc 0.00% No change 5 $3K
Bare Financial Services, Inc 0.00% No change 5 $3K
Tortoise Investment Management, LLC 0.00% Add +66.7% 5 $3K
ORG Partners LLC 0.00% No change 5 $3K
Turning Point Benefit Group, Inc. 0.00% New 4 $2K
Retirement Wealth Solutions LLC 0.00% New 4 $2K
Rialto Wealth Management, LLC 0.00% Add +33.3% 4 $2K
SJS Investment Consulting Inc. 0.00% No change 4 $2K
MV Capital Management, Inc. 0.00% No change 4 $2K
Cloud Capital Management, LLC 0.00% New 5 $2K
Winthrop Capital Management, LLC 0.00% No change 4 $2K
Cromwell Holdings LLC 0.00% No change 3 $2K
CVA Family Office, LLC 0.00% Add +50.0% 3 $2K
Bogart Wealth, LLC 0.00% New 3 $2K
Hughes Financial Services, LLC 0.00% No change 2 $1K
Physician Wealth Advisors, Inc. 0.00% New 2 $1K
HFM Investment Advisors, LLC 0.00% No change 2 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $1K
Harbour Investments, Inc. 0.00% New 2 $1K
Avion Wealth 0.00% Add +50.0% 3 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
DecisionPoint Financial, LLC 0.00% No change 1 $544
Quaker Wealth Management, LLC 0.00% No change 1 $515
Manchester Capital Management LLC 0.00% No change 1 $515
Prestige Wealth Management Group LLC 0.00% No change 1 $515
Aventura Private Wealth, LLC 0.00% No change 1 $514
Spire Wealth Management 0.00% New 1 $514

"% of holder's portfolio" is MEDP's weight in each manager's 13F, not the share of Medpace Holdings Inc. the manager owns.