Medpace HoldingsMEDP

13F holders, Q2 2026 (June 30)
699holders −35
68new positions
98sold out
9famous investors
$529.54avg. 13F price*

At the end of Q2 2026, 699 institutions reported holding Medpace Holdings Inc. (MEDP) in their 13F filings, down 35 from Q1 2026. 68 opened new positions and 98 sold out. The largest holders were BlackRock, Inc. ($1.3B), T. Rowe Price Associates Inc. ($1.1B) and AQR Capital Management ($677.3M). 9 famous investors held it, including Francois Rochon (4.5% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Cliff Asness (0.2% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions68$85.4M
Exits98$168.8M

All 13F filers, Q1 2026 → Q2 2026: 3,377,639 shares bought and 3,004,939 shares sold, net +372,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 699 holders

BlackRock, Inc. 0.02% Add +1.1% 2,498,248 $1.3B
T. Rowe Price Associates Inc. 0.11% Add +614.9% 2,069,677 $1.1B
AQR Capital Management 0.24% Reduce -5.5% 1,278,935 $677.3M
Vanguard Portfolio Management LLC 0.03% Add +1.0% 1,133,357 $600.2M
Vanguard Capital Management LLC 0.01% Add +1.6% 1,026,820 $543.8M
State Street Corp. 0.01% Add +4.2% 710,895 $376.5M
Geode Capital Management, LLC 0.02% Reduce -4.7% 710,465 $376.3M
Wasatch Advisors LP 2.21% Reduce -17.8% 636,595 $337.1M
Invesco Ltd. 0.02% Add +0.3% 579,241 $306.8M
Baillie Gifford & Co. 0.23% Reduce -6.0% 473,211 $250.6M
Arrowstreet Capital, Limited Partnership 0.10% Add +8.4% 429,012 $227.2M
Renaissance Technologies 0.30% Reduce -17.6% 415,588 $220.1M
Dimensional Fund Advisors LP 0.04% Add +14.1% 397,500 $210.5M
Morgan Stanley 0.01% Add +10.1% 317,548 $168.2M
UBS Group AG 0.03% Reduce -10.7% 303,926 $161.0M
Bessemer Group Inc. 0.21% Reduce -0.9% 282,897 $149.8M
Mawer Investment Management Ltd. 0.96% Reduce -40.1% 267,175 $141.5M
Epoch Investment Partners, Inc. 0.80% Add +89.1% 266,547 $141.2M
TD Asset Management Inc 0.12% Add +98.3% 263,872 $139.7M
Thrivent Financial for Lutherans 0.23% Add +10.7% 256,341 $135.8M
Giverny Capital 4.52% Reduce -0.8% 253,931 $134.5M
Goldman Sachs Group Inc. 0.01% Add +48.8% 250,781 $132.8M
Madison Asset Management, LLC 1.54% Reduce -7.2% 243,502 $129.0M
D. E. Shaw & Co. 0.08% Reduce -45.8% 234,537 $124.2M
Fuller & Thaler Asset Management, Inc. 0.33% Add +213.0% 230,555 $122.1M
Norges Bank 0.01% — 226,954 $120.2M
Clearbridge Investments, LLC 0.10% Add +28.5% 226,104 $119.7M
Northern Trust Corp. 0.01% Reduce -0.4% 225,430 $119.4M
Bank of America Corp. 0.01% Add +4.0% 220,720 $116.9M
JPMorgan Chase & Co. 0.01% Add +39.9% 214,912 $115.5M
Charles Schwab Investment Management Inc. 0.01% Add +7.8% 211,847 $112.2M
American Capital Management Inc. 4.99% Reduce -3.5% 210,217 $111.3M
Natixis Advisors, LLC 0.12% Add +11.9% 195,579 $103.6M
Jones Financial Companies LLLP 0.04% Add +13.7% 191,268 $100.8M
Stephens Investment Management Group LLC 1.05% Add +14.0% 185,522 $98.3M
Riverbridge Partners LLC 2.72% Reduce -22.5% 183,941 $97.4M
Franklin Resources Inc. 0.02% Reduce -10.5% 180,531 $95.6M
GW&K Investment Management, LLC 0.71% Reduce -5.5% 172,696 $91.5M
Ameriprise Financial Inc. 0.02% Add +66.0% 170,034 $90.1M
Boston Trust Walden Corp 0.63% Add +10.6% 155,517 $82.4M
Caisse de depot et placement du Quebec 0.12% Add +17.4% 152,908 $81.0M
Bank of New York Mellon Corp 0.01% Reduce -8.0% 146,588 $77.6M
Vanguard Fiduciary Trust Co. 0.02% Add +2.4% 145,906 $77.3M
Vulcan Value Partners, LLC 2.29% Reduce -30.2% 141,743 $75.1M
Turtle Creek Asset Management Inc. 2.83% Add +0.8% 136,660 $72.4M
Jupiter Topco LLC 0.03% — 130,948 $69.4M
Fisher Asset Management 0.02% Reduce -3.7% 130,683 $69.2M
Raymond James Financial Inc. 0.02% Reduce -4.0% 126,182 $66.8M
Citigroup Inc. 0.03% Add +34.2% 126,139 $66.8M
Spyglass Capital Management LLC 3.45% Add +115.9% 120,365 $63.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -15.3% 119,206 $63.1M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Reduce -18.2% 110,353 $58.4M
Smith Group Asset Management, LLC 2.35% Add +5.4% 109,170 $57.8M
Royal Bank of Canada 0.01% Reduce -19.0% 100,428 $53.2M
DF Dent & Co. Inc. 0.97% Add +28.9% 96,455 $51.1M
Envestnet Asset Management Inc. 0.01% Reduce -30.2% 92,802 $49.1M
Mairs & Power Inc. 0.42% Add +1.2% 86,715 $45.9M
Capital Impact Advisors, LLC 2.03% Add +384.4% 68,439 $36.2M
Nuveen, LLC 0.01% Reduce -26.9% 64,675 $34.3M
Rhumbline Advisers 0.03% Reduce -0.1% 63,548 $33.7M
Argent Capital Management LLC 1.01% Reduce -21.4% 60,214 $31.9M
Retirement Systems of Alabama 0.09% Reduce -6.5% 59,199 $31.4M
Sei Investments Co. 0.03% Add +6.0% 58,768 $31.1M
Congress Asset Management Co. 0.19% Reduce -2.8% 58,479 $31.0M
California Public Employees Retirement System 0.02% Add +6.0% 55,482 $29.4M
FMR LLC 0.00% Reduce -66.3% 54,197 $28.7M
Rice Hall James & Associates, LLC 1.39% Add +0.3% 54,116 $28.7M
Cerity Partners LLC 0.03% Reduce -35.5% 52,906 $28.0M
Canada Pension Plan Investment Board 0.02% Reduce -3.2% 52,834 $28.0M
Fundsmith 0.20% Reduce -16.4% 52,372 $27.7M
NewEdge Wealth, LLC 0.28% Add +4.3% 51,943 $27.5M
First Trust Advisors LP 0.02% Reduce -21.0% 51,089 $27.1M
Principal Financial Group Inc. 0.01% Add +1.1% 50,982 $27.0M
Victory Capital Management Inc. 0.02% Reduce -0.2% 50,847 $26.9M
Nordea Investment Management AB 0.02% Reduce -56.8% 49,061 $26.2M
Russell Investments Group, Ltd. 0.02% Reduce -26.3% 46,249 $24.5M
Swiss National Bank 0.01% Add +3.1% 45,840 $24.3M
Captrust Financial Advisors 0.03% Reduce -3.7% 42,922 $22.7M
Aberdeen Group plc 0.03% No change 42,748 $22.6M
Local Pensions Partnership Investment Ltd 0.47% Add +10.5% 42,000 $22.3M
Wells Fargo & Company 0.00% Reduce -14.1% 41,278 $21.9M
Legal & General Group Plc 0.00% Add +1.7% 41,268 $21.9M
Amundi 0.01% Reduce -33.8% 40,470 $21.4M
ING Groep NV 0.10% New 39,700 $21.0M
Ieq Capital, LLC 0.09% Reduce -41.9% 38,375 $20.3M
Artemis Investment Management LLP 0.18% Add +56.9% 37,673 $20.0M
Gotham Asset Management 0.05% Add +47.6% 37,598 $19.9M
Janney Montgomery Scott LLC 0.04% Add +12.4% 35,274 $18.7M
McGuire Investment Group, LLC 1.62% Reduce -1.3% 34,929 $18.5M
HRT Financial LP 0.03% Add +356.0% 34,527 $18.3M
Algert Global LLC 0.22% Reduce -7.1% 34,477 $18.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -5.1% 34,286 $18.2M
GMO 0.04% New 34,060 $18.0M
EULAV Asset Management 0.55% Reduce -0.0% 32,509 $17.2M
Mariner, LLC 0.02% Reduce -20.9% 31,638 $16.8M
DekaBank Deutsche Girozentrale 0.03% No change 36,311 $16.7M
Pacer Advisors, Inc. 0.04% Reduce -32.9% 31,102 $16.5M
Heron Bay Capital Management 1.45% Reduce -39.8% 30,284 $16.0M
Marshall Wace, LLP 0.01% Add +196.2% 29,182 $15.5M
Public Sector Pension Investment Board 0.04% Add +24.7% 28,299 $15.0M
Federated Hermes, Inc. 0.02% Reduce -5.1% 27,775 $14.7M
Oppenheimer Asset Management Inc. 0.15% Reduce -0.9% 27,079 $14.3M
Stifel Financial Corp. 0.01% Reduce -30.0% 26,941 $14.3M
Ranger Investment Management, L.P. 0.90% Reduce -44.4% 26,869 $14.2M
Cabot Wealth Management Inc. 1.43% Reduce -3.9% 26,548 $14.1M
California State Teachers Retirement System 0.01% Add +1.4% 26,416 $14.0M
LPL Financial LLC 0.00% Reduce -42.4% 26,394 $14.0M
CI Investments Inc. 0.04% Add +26.0% 26,329 $13.9M
Candriam S.C.A. 0.06% Reduce -75.0% 25,876 $13.7M
Barclays PLC 0.00% Reduce -58.9% 25,775 $13.7M
Assenagon Asset Management S.A. 0.02% Reduce -77.8% 25,772 $13.6M
Van Eck Associates Corp. 0.01% Add +0.3% 24,835 $13.2M
Alliancebernstein L.P. 0.00% Reduce -3.8% 27,274 $13.1M
New York State Teachers Retirement System 0.02% Reduce -15.5% 24,245 $12.8M
BNP Paribas Financial Markets 0.01% Add +243.8% 23,622 $12.5M
King Luther Capital Management Corp. 0.05% Add +6.5% 23,307 $12.3M
Empowered Funds, LLC 0.06% Reduce -9.9% 23,171 $12.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -31.5% 22,219 $11.8M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -56.9% 22,217 $11.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +6.7% 21,681 $11.5M
Allianz Asset Management GmbH 0.01% Reduce -29.1% 21,163 $11.2M
Man Group plc 0.02% Reduce -69.3% 20,926 $11.1M
Ascent Group, LLC 0.32% Add +6.6% 20,413 $10.8M
Manufacturers Life Insurance Company, The 0.01% Add +38.9% 20,043 $10.6M
State Board of Administration of Florida Retirement System 0.02% Reduce -1.6% 19,014 $10.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -38.5% 18,724 $9.9M
Moran Wealth Management, LLC 0.27% Add +44.6% 18,575 $9.8M
Squarepoint Ops LLC 0.02% Reduce -68.8% 18,370 $9.7M
State of Wisconsin Investment Board 0.02% Add +4.7% 17,713 $9.4M
Van Lanschot Kempen Investment Management N.V. 0.07% New 17,593 $9.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.1% 17,590 $9.3M
Renaissance Group LLC 0.36% Reduce -32.0% 16,664 $8.8M
Ensign Peak Advisors, Inc 0.01% Reduce -42.8% 16,625 $8.8M
Osaic Holdings, Inc. 0.01% Reduce -0.8% 16,139 $8.5M
Pathstone Holdings, LLC 0.02% Add +139.9% 15,870 $8.4M
FIL Ltd 0.01% Reduce -13.8% 15,708 $8.3M
Bridgewater Associates 0.03% Reduce -62.1% 15,605 $8.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.2% 15,922 $8.2M
Creative Planning 0.00% Reduce -4.0% 15,387 $8.1M
Lazard Asset Management LLC 0.01% Reduce -40.0% 15,382 $8.1M
Gateway Investment Advisers LLC 0.08% Add +1686.0% 15,145 $8.0M
Panagora Asset Management Inc. 0.02% Reduce -75.0% 15,010 $7.9M
Willis Investment Counsel 0.38% Add +46.9% 14,855 $7.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.7% 14,745 $7.8M
Quantinno Capital Management LP 0.01% Add +49.2% 14,744 $7.8M
Intech Investment Management LLC 0.07% Reduce -15.7% 14,380 $7.6M
Mercer Global Advisors Inc. 0.01% Reduce -22.9% 13,882 $7.4M
Advisory Services Network, LLC 0.08% Reduce -14.1% 13,776 $7.3M
Truist Financial Corp. 0.01% Add +4.5% 13,742 $7.3M
American Century Companies Inc. 0.00% Reduce -37.6% 13,641 $7.2M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -6.0% 13,220 $7.0M
Capital Fund Management S.A. 0.05% Reduce -62.2% 13,003 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.7% 12,793 $6.8M
First Foundation Advisors 0.24% Reduce -2.8% 12,692 $6.7M
Abacus FCF Advisors LLC 1.22% Add +1.6% 12,529 $6.6M
Kornitzer Capital Management Inc. 0.14% No change 12,455 $6.6M
New York State Common Retirement Fund 0.01% Reduce -31.7% 12,071 $6.4M
MetLife Investment Management, LLC 0.03% Reduce -2.1% 11,779 $6.2M
Globeflex Capital L P 0.74% Reduce -15.1% 10,963 $5.8M
Amalgamated Bank 0.04% Reduce -1.4% 10,855 $5.7M
Empirical Finance, LLC 0.24% Reduce -14.8% 10,782 $5.7M
Police & Firemen's Retirement System of New Jersey 0.04% Add +10.9% 10,574 $5.6M
Swedbank AB 0.00% Reduce -12.5% 10,500 $5.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Add +42.6% 10,309 $5.5M
Los Angeles Capital Management LLC 0.02% Reduce -77.7% 10,200 $5.4M
Treasurer of the State of North Carolina 0.01% Add +2.8% 9,826 $5.2M
Cetera Investment Advisers 0.00% Reduce -42.1% 9,780 $5.2M
Two Sigma Investments, LP 0.00% Reduce -94.5% 9,740 $5.2M
Davidson Capital Management Inc. 0.82% Add +4.2% 9,653 $5.1M
Campbell Newman Asset Management Inc. 0.38% Add +4.5% 9,604 $5.1M
Eurizon SLJ Capital Ltd 1.85% Reduce -19.1% 9,448 $5.0M
Alpine Peaks Capital, LP 5.84% Reduce -17.1% 9,418 $5.0M
Larson Financial Group LLC 0.13% Add +15.7% 9,367 $5.0M
Tandem Investment Advisors, Inc. 0.33% Reduce -21.6% 9,358 $5.0M
Mutual of America Capital Management LLC 0.05% Add +8.0% 9,283 $4.9M
State of Tennessee, Department of Treasury 0.01% Add +42.4% 9,242 $4.9M
Oxbow Advisors, LLC 0.40% Add +0.1% 9,208 $4.9M
Prudential PLC 0.03% Reduce -5.4% 9,205 $4.9M
Hancock Whitney Corp. 0.08% Add +1.4% 9,060 $4.8M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -6.4% 8,944 $4.7M
Beacon Pointe Advisors, LLC 0.02% Reduce -1.6% 8,911 $4.7M
Vanguard Global Advisers, LLC 0.00% Reduce -3.8% 8,745 $4.6M
SG Americas Securities, LLC 0.00% Reduce -29.5% 8,731 $4.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -7.5% 8,726 $4.6M
Front Row Advisors LLC 1.33% Reduce -3.6% 7,581 $4.6M
Fort Washington Investment Advisors Inc. 0.02% No change 8,525 $4.5M
Rhenman & Partners Asset Management AB 0.42% New 8,500 $4.5M
Voya Investment Management LLC 0.00% Add +0.8% 8,176 $4.3M
Blair William & Co. 0.01% Add +6.4% 7,999 $4.2M
Quadrature Capital Ltd 0.03% New 7,697 $4.1M
Public Employees Retirement System of Ohio 0.01% Reduce -57.9% 7,564 $4.0M
Schroder Investment Management Group 0.00% Reduce -0.1% 7,468 $4.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.1% 7,428 $3.9M
Asio Capital, LLC 0.49% New 7,241 $3.8M
Susquehanna International Group, LLP 0.00% Add +625.5% 7,095 $3.8M
Homestead Advisers Corp 0.09% Add +22.6% 7,050 $3.7M
Handelsbanken Fonder AB 0.01% Add +0.6% 7,020 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% No change 6,964 $3.7M
Trexquant Investment LP 0.02% Reduce -76.4% 6,742 $3.6M
Fifth Third Bancorp 0.01% Reduce -8.6% 6,704 $3.6M
Louisiana State Employees Retirement System 0.05% Add +1.5% 6,600 $3.5M
Illinois Municipal Retirement Fund 0.04% Add +67.6% 6,591 $3.5M
Summit Creek Advisors LLC 1.16% Reduce -47.3% 6,449 $3.4M
Berkeley, Inc 1.07% Add +11.7% 6,431 $3.4M
Odyssean, LLC 0.55% New 6,361 $3.4M
PDT Partners, LLC 0.18% Reduce -50.7% 6,355 $3.4M
KLP Kapitalforvaltning As 0.01% Add +7.5% 6,320 $3.3M
Corient Private Wealth LP 0.00% Add +291.4% 6,314 $3.3M
Arizona State Retirement System 0.02% Add +2.1% 6,304 $3.3M
Hussman Strategic Advisors, Inc. 0.77% No change 6,300 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -5.4% 6,276 $3.3M
Arax Advisory Partners 0.02% Add +1201.3% 6,259 $3.3M
Bank of Montreal 0.00% Reduce -4.5% 6,242 $3.3M
US Bancorp \de 0.00% Add +2.6% 6,182 $3.3M
Tidal Investments LLC 0.01% Add +8.0% 6,155 $3.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -54.1% 6,094 $3.2M
Prescott Group Capital Management, L.L.C. 0.27% No change 6,000 $3.2M
National Bank of Canada 0.00% Reduce -11.7% 5,801 $3.1M
Vanguard Investments Australia, Ltd. 0.01% No change 5,707 $3.0M
KBC Group NV 0.01% No change 5,697 $3.0M
Diversify Advisory Services, LLC 0.05% New 5,016 $3.0M
Diversify Wealth Management, LLC 0.05% Reduce -22.0% 5,016 $3.0M
Lifestyle Asset Management, Inc. 0.77% Add +8.3% 5,434 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.9% 5,401 $2.9M
Inspire Investing, LLC 0.12% Reduce -3.5% 5,358 $2.8M
State of Michigan Retirement System 0.01% Reduce -1.9% 5,299 $2.8M
Focus Partners Wealth 0.00% Reduce -22.0% 5,220 $2.8M
Strategic Global Advisors, LLC 0.39% Reduce -52.1% 5,152 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.0% 5,075 $2.7M
Nutshell Asset Management Ltd 0.88% New 5,005 $2.7M
Joseph Group Capital Management 0.56% Add +12.9% 4,991 $2.6M
Teacher Retirement System of Texas 0.01% Reduce -29.9% 4,963 $2.6M
Xponance LLC 0.02% Reduce -0.5% 4,942 $2.6M
CenterBook Partners LP 0.13% New 4,861 $2.6M
PFA Pension, Forsikringsaktieselskab 0.01% Reduce -58.1% 4,857 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -2.4% 4,784 $2.5M
HBK Sorce Advisory LLC 0.05% Reduce -2.6% 4,309 $2.5M
Engineers Gate Manager LP 0.03% Reduce -62.0% 4,693 $2.5M
Deutsche Bank AG 0.00% Reduce -52.8% 4,677 $2.5M
Oregon Public Employees Retirement Fund 0.03% Add +1.4% 4,663 $2.5M
New Mexico Educational Retirement Board 0.06% No change 4,600 $2.4M
China Universal Asset Management Co., Ltd. 0.14% Reduce -9.8% 4,545 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -1.3% 4,512 $2.4M
Guggenheim Capital LLC 0.02% Reduce -51.2% 4,511 $2.4M
Vident Advisory, LLC 0.02% Add +3.6% 4,428 $2.3M
&partners 0.01% Add +1.5% 4,426 $2.3M
Ausbil Investment Management Ltd 1.05% Add +5.5% 4,275 $2.3M
Oak Associates Ltd. 0.13% No change 4,383 $2.3M
Merit Financial Group, LLC 0.01% Reduce -23.2% 4,310 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.0% 4,191 $2.2M
Ameritas Investment Partners, Inc. 0.06% Add +0.5% 4,152 $2.2M
OMERS ADMINISTRATION Corp 0.01% Add +7.5% 4,030 $2.1M
Cim, LLC 0.27% Reduce -0.5% 4,003 $2.1M
Militia Capital Management LLC 0.38% Reduce -43.3% 4,000 $2.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.1% 3,996 $2.1M
Allworth Financial LP 0.01% Reduce -30.2% 3,894 $2.1M
Roberts Glore & Co. Inc. 0.50% Add +3.1% 3,849 $2.0M
Linden Thomas Advisory Services, LLC 0.16% Reduce -14.8% 3,766 $2.0M
Neuberger Berman Group LLC 0.00% Add +4.7% 3,739 $2.0M
OP Asset Management Ltd 0.02% No change 3,718 $2.0M
Jefferies Financial Group Inc. 0.02% Add +13.9% 3,700 $2.0M
HighTower Advisors, LLC 0.00% Reduce -21.0% 3,699 $2.0M
Pictet Asset Management Holding SA 0.00% No change 3,686 $2.0M
Schear Investment Advisers, LLC 0.64% Add +16.2% 3,604 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -4.0% 3,469 $1.8M
Polianta Ltd 0.22% Add +21.4% 3,400 $1.8M
Glenmede Trust Co. NA 0.01% Reduce -25.4% 3,368 $1.8M
South Dakota Investment Council 0.03% No change 3,323 $1.8M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -12.8% 3,273 $1.7M
Brown Advisory Inc. 0.00% Add +12.4% 3,242 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +2.3% 3,238 $1.7M
Westover Capital Advisors, LLC 0.28% No change 3,189 $1.7M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -32.5% 3,182 $1.7M
BloombergSen Inc. 0.18% Add +17.6% 3,079 $1.6M
Brighton Jones LLC 0.03% Reduce -32.8% 3,051 $1.6M
GLR Partners, LLC 0.74% Reduce -0.1% 3,000 $1.6M
Loomis Sayles & Co. L P 0.00% Reduce -1.8% 2,971 $1.6M
New York Life Investment Management LLC 0.01% Add +8.1% 2,969 $1.6M
Exchange Traded Concepts, LLC 0.01% Add +9.1% 2,965 $1.6M
CX Institutional 0.05% Reduce -31.9% 2,962 $1.6M
Sheets Smith Wealth Management 0.16% Reduce -2.4% 2,962 $1.6M
Annex Advisory Services, LLC 0.03% Reduce -96.9% 2,943 $1.6M
Numerai GP LLC 0.12% Add +0.4% 2,868 $1.5M
NewEdge Advisors, LLC 0.00% Add +3.9% 2,865 $1.5M
Rothschild Investment LLC 0.06% Add +132.3% 2,852 $1.5M
Dorsey & Whitney Trust CO LLC 0.07% Add +13.1% 2,839 $1.5M
Quadrant Capital Group LLC 0.04% Reduce -0.1% 2,829 $1.5M
Federation des caisses Desjardins du Quebec 0.00% Add +48.0% 2,810 $1.5M
Sanctuary Advisors, LLC 0.01% Add +61.0% 2,805 $1.5M
Pinebridge Investments LLC 0.01% Reduce -43.4% 2,802 $1.5M
Brevan Howard Capital Management LP 0.02% New 2,773 $1.5M
Bridgeway Capital Management, LLC 0.03% Reduce -2.8% 2,750 $1.5M
Kestra Investment Management, LLC 0.03% Add +42.3% 2,723 $1.4M
Evolve Private Wealth, LLC 0.08% Reduce -1.4% 2,618 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -1.7% 2,605 $1.4M
Voloridge Investment Management, LLC 0.01% Reduce -96.6% 2,553 $1.4M
Dakota Wealth Management 0.03% Reduce -4.5% 2,506 $1.3M
Martingale Asset Management L P 0.03% Add +28.4% 2,481 $1.3M
Ducere Wealth Management LLC 0.38% Reduce -0.9% 2,403 $1.3M
Park Avenue Securities LLC 0.01% Add +1.1% 2,395 $1.3M
PDS Planning, Inc 0.07% Reduce -0.3% 2,368 $1.3M
Krilogy Financial LLC 0.04% Reduce -2.3% 2,344 $1.2M
Schulhoff & Co. Inc. 0.49% Add +0.2% 2,299 $1.2M
Guilbault Capital LLC 1.22% Reduce -5.2% 2,292 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -29.0% 2,287 $1.2M
MML Investors Services, LLC 0.00% Reduce -37.5% 2,286 $1.2M
Kendall Capital Management 0.20% Reduce -0.9% 2,280 $1.2M
Global Financial Private Client, LLC 0.33% Add +20.1% 2,272 $1.2M
Blalock Williams, LLC 0.77% Reduce -0.2% 2,235 $1.2M
Ethic Inc. 0.01% Reduce -4.0% 2,219 $1.2M
Palisades Investment Partners, LLC 0.33% Reduce -86.6% 2,216 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -0.5% 2,211 $1.2M
Womack Financial LLC 0.76% Reduce -7.8% 2,175 $1.2M
Chicago Partners Investment Group LLC 0.02% Reduce -10.9% 1,880 $1.1M
Pallas Capital Advisors LLC 0.03% Reduce -34.9% 2,142 $1.1M
Novem Group 0.11% Add +7.1% 2,105 $1.1M
Swiss Life Asset Management Ltd 0.00% Add +8.8% 2,081 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Add +30.6% 2,065 $1.1M
Bokf, NA 0.01% Reduce -3.7% 2,047 $1.1M
Marshall Financial Group, LLC 0.16% Reduce -2.0% 2,008 $1.1M
Core Wealth Partners LLC 0.45% No change 2,000 $1.1M
MAI Capital Management 0.00% Add +71.5% 1,979 $1.0M
Atria Investments, Inc 0.01% Reduce -66.2% 1,907 $1.0M
LGT Fund Management Co Ltd. 0.04% Reduce -45.7% 1,900 $1.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% No change 1,900 $1.0M
Meeder Advisory Services, Inc. 0.04% Reduce -1.9% 1,884 $998K
Two Sigma Securities, LLC 0.09% Add +158.9% 1,877 $994K
Fideuram Asset Management (Ireland) dac 0.02% Add +248.8% 2,232 $992K
ProShare Advisors LLC 0.00% Reduce -15.1% 1,870 $990K
HB Wealth Management, LLC 0.01% Add +3.9% 1,858 $984K
Centaurus Financial, Inc. 0.04% Add +2.5% 1,814 $961K
Waverly Advisors, LLC 0.01% Reduce -54.1% 1,803 $955K
Allspring Global Investments Holdings, LLC 0.00% Reduce -37.6% 1,755 $954K
Yorktown Management & Research Co Inc 0.58% No change 1,800 $953K
Citizens Business Bank 0.14% No change 1,790 $948K
PineStone Asset Management Inc. 0.01% Reduce -33.3% 1,760 $932K
Voleon Capital Management LP 0.02% New 1,729 $916K
LGT Group Foundation 0.01% Add +12.3% 1,710 $906K
Vestcor Inc 0.02% Reduce -30.0% 1,696 $898K
J2 Capital Management Inc 0.60% Add +54.8% 1,681 $890K
Securian Asset Management, Inc. 0.03% No change 1,653 $889K
Tower Research Capital LLC (TRC) 0.02% Add +99.9% 1,661 $880K
Archford Capital Strategies, LLC 0.09% Add +5.4% 1,658 $878K
Impact Partnership Wealth, LLC 0.08% Add +15.2% 1,643 $870K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.7% 1,637 $867K
Annandale Capital, LLC 0.13% No change 1,600 $847K
Enhancing Capital LLC 0.58% Add +8.7% 1,589 $842K
Jain Global LLC 0.01% New 1,561 $827K
Allstate Corp. 0.01% Reduce -39.0% 1,547 $819K
Fiduciary Trust Co 0.01% Reduce -9.6% 1,541 $816K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.5% 1,512 $801K
Jane Street Group, LLC 0.00% Reduce -10.0% 1,495 $792K
Zions Bancorporation, National Association 0.05% Reduce -49.6% 1,487 $788K
denkapparat Operations GmbH 0.26% No change 1,482 $785K
Equitable Holdings, Inc. 0.00% Reduce -20.2% 1,482 $785K
EverSource Wealth Advisors, LLC 0.03% Reduce -17.9% 1,413 $748K
Independent Advisor Alliance 0.02% Reduce -2.4% 1,399 $741K
Benjamin Edwards Inc. 0.01% Reduce -36.5% 1,384 $733K
United Capital Financial Advisors, LLC 0.00% Add +1.6% 1,366 $723K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -12.4% 1,359 $720K
Waddell & Associates, LLC 0.04% Reduce -6.5% 1,356 $718K
VestGen Advisors, LLC 0.02% Reduce -3.3% 1,353 $717K
Aviva PLC 0.00% Add +34.5% 1,322 $700K
Quantbot Technologies LP 0.03% Reduce -85.7% 1,297 $687K
Compound Planning, Inc. 0.02% Reduce -9.9% 1,290 $683K
Citizens Financial Group Inc. 0.01% Add +109.9% 1,289 $683K
Private Advisor Group, LLC 0.00% Reduce -45.1% 1,285 $681K
Portside Wealth Group, LLC 0.08% Add +11.7% 1,275 $675K
Coldstream Capital Management Inc. 0.01% Reduce -6.4% 1,272 $674K
Bull Harbor Capital LLC 0.13% Reduce -41.0% 1,235 $654K
Independent Financial Group, LLC 0.01% Reduce -8.4% 1,228 $650K
Farther Finance Advisors, LLC 0.01% Reduce -41.1% 1,226 $650K
Worthington Financial Partners, LLC 0.54% Add +0.3% 1,221 $647K
Massar Capital Management, LP 0.22% New 1,220 $646K
Utah Retirement Systems 0.01% Add +1.9% 1,204 $638K
Keebeck Wealth Management 0.06% Reduce -16.4% 1,199 $635K
DNB Asset Management AS 0.00% No change 1,193 $632K
Maryland State Retirement & Pension System 0.01% No change 1,188 $629K
Trust Point Inc. 0.05% Reduce -34.1% 1,166 $618K
GAMMA Investing LLC 0.02% Add +2.8% 1,158 $613K
Vise Technologies, Inc. 0.01% Add +212.2% 1,149 $608K
Empirical Asset Management, LLC 0.14% Reduce -2.6% 1,145 $606K
Baird Financial Group, Inc. 0.00% Add +78.9% 1,145 $606K
Arkadios Wealth Advisors 0.01% Reduce -8.4% 1,118 $592K
Atlas Capital Advisors Inc. 0.06% New 1,110 $588K
Alps Advisors Inc. 0.00% Add +0.9% 1,109 $587K
Sequoia Financial Advisors, LLC 0.00% Add +8.2% 1,108 $587K
Journey Advisory Group, LLC 0.04% Add +36.0% 1,068 $566K
Mission Creek Capital Partners, Inc. 0.10% Reduce -9.7% 1,057 $560K
EntryPoint Capital, LLC 0.13% New 1,036 $549K
Catalyst Capital Advisors LLC 0.01% Reduce -13.9% 1,025 $543K
Fox Run Management, L.L.C. 0.09% New 1,009 $534K
Alliance Wealth Advisors, LLC 0.10% Reduce -16.9% 1,004 $532K
CIBC Asset Management Inc 0.00% Add +4.3% 994 $526K
Polymer Capital Management (US) LLC 0.08% Add +33.9% 991 $525K
Integrated Advisors Network LLC 0.02% Add +0.6% 987 $523K
Vontobel Holding Ltd. 0.00% Reduce -0.9% 978 $518K
HSBC Holdings PLC 0.00% Reduce -76.1% 977 $518K
Precision Wealth Strategies, LLC 0.15% Reduce -7.3% 971 $514K
Mgo One Seven LLC 0.01% Add +7.1% 968 $513K
Cookson Peirce & Co. Inc. 0.02% Add +5.9% 965 $511K
Smith Shellnut Wilson LLC 0.19% No change 963 $510K
Savant Capital, LLC 0.00% Add +84.2% 1,000 $509K
QRG Capital Management, Inc. 0.00% Add +1.3% 946 $501K
Canopy Partners, LLC 0.15% Reduce -17.9% 943 $499K
Boothbay Fund Management, LLC 0.01% Reduce -62.9% 931 $493K
Sivia Capital Partners, LLC 0.06% Reduce -60.7% 929 $492K
Angeles Wealth Management, LLC 0.02% No change 916 $485K
Azzad Asset Management Inc. 0.04% Reduce -9.9% 915 $485K
Nisa Investment Advisors, LLC 0.00% Reduce -24.9% 913 $484K
Lido Advisors, LLC 0.00% New 910 $482K
Proficio Capital Partners LLC 0.02% Add +40.6% 910 $482K
Cary Street Partners Financial LLC 0.01% Reduce -14.2% 910 $482K
Prudential Financial Inc. 0.00% Reduce -90.7% 900 $477K
ZWJ Investment Counsel Inc. 0.02% New 893 $473K
Transcend Capital Advisors, LLC 0.03% Reduce -2.3% 886 $469K
AlphaGrep UK Ltd 0.14% Reduce -35.4% 880 $466K
AE Wealth Management LLC 0.00% Add +15.6% 877 $464K
Quantum Portfolio Management LLC 0.17% Add +23.6% 870 $461K
Qtron Investments LLC 0.06% New 866 $459K
Equitable Trust Co. 0.02% No change 860 $455K
Kera Capital Partners, Inc. 0.04% Reduce -20.1% 859 $455K
Liontrust Investment Partners LLP 0.01% Reduce -20.2% 859 $455K
Advisors Asset Management, Inc. 0.01% Reduce -67.8% 856 $453K
Ipswich Investment Management Co., Inc. 0.10% No change 855 $453K
Wealth Alliance, LLC 0.04% Add +1.4% 844 $447K
Graham Capital Management, L.P. 0.02% Reduce -28.8% 839 $444K
Westpac Banking Corp. 0.03% Add +78.4% 826 $437K
Perpetual Ltd 0.01% Add +78.4% 826 $437K
Norden Group LLC 0.04% Reduce -12.3% 824 $436K
Praxis Investment Management Inc. 0.02% No change 820 $434K
Johnson Investment Counsel Inc. 0.00% No change 815 $432K
Blue Trust, Inc. 0.00% Add +25.7% 811 $430K
Balboa Wealth Partners 0.06% Reduce -1.7% 811 $429K
Motley Fool Asset Management LLC 0.02% Reduce -11.2% 793 $420K
Voya Financial Advisors, Inc. 0.04% Reduce -20.4% 782 $418K
Grant Private Wealth Management Inc 0.18% No change 785 $416K
Inspire Advisors, LLC 0.03% Add +33.7% 778 $412K
M&T Bank Corp 0.00% Reduce -20.3% 763 $404K
Fifth Third Wealth Advisors LLC 0.01% Add +1.2% 759 $402K
Hantz Financial Services, Inc. 0.01% Reduce -20.4% 757 $401K
Choreo, LLC 0.00% Reduce -11.9% 753 $399K
Gabelli Funds LLC 0.00% New 750 $397K
Global Retirement Partners, LLC 0.01% — 749 $397K
Salem Investment Counselors Inc. 0.01% No change 745 $395K
AlphaCore Capital LLC 0.01% Reduce -10.5% 742 $393K
Snowden Capital Advisors LLC 0.01% Add +10.3% 729 $386K
Integrated Investment Consultants, LLC 0.08% Reduce -20.5% 727 $385K
Shelton Capital Management 0.01% Reduce -3.5% 725 $384K
Parkside Financial Bank & Trust 0.03% Reduce -0.8% 713 $378K
Caxton Associates LLP 0.01% No change 708 $375K
Procyon Advisors, LLC 0.02% Reduce -7.6% 705 $373K
Elite Wealth Management, Inc. 0.11% New 700 $371K
Signaturefd, LLC 0.01% Add +12.5% 700 $371K
Mach-1 Financial Group, LLC 0.14% Reduce -15.4% 688 $364K
3Chopt Investment Partners, LLC 0.07% Add +5.1% 679 $359K
One Wealth Capital Management, LLC 0.10% New 678 $359K
Nykredit A/S 0.00% — 672 $356K
North Dakota State Investment Board 0.01% Reduce -25.0% 664 $352K
STRS Ohio 0.00% Add +24.3% 664 $352K
Integrated Quantitative Investments LLC 0.06% Reduce -37.3% 661 $350K
Legato Capital Management LLC 0.03% Reduce -49.1% 661 $350K
Vista Finance, LLC 0.20% Reduce -4.8% 660 $350K
NorthCrest Asset Manangement, LLC 0.01% Reduce -61.2% 650 $348K
Apollon Wealth Management, LLC 0.00% Add +21.1% 653 $346K
Verdence Capital Advisors LLC 0.02% New 653 $346K
Leonteq Securities AG 0.02% Reduce -1.8% 652 $345K
Fielder Capital Group LLC 0.07% Reduce -8.2% 635 $336K
Hardy Reed LLC 0.02% No change 632 $335K
Baron Wealth Management LLC 0.09% Reduce -0.6% 624 $330K
Gallacher Capital Management LLC 0.18% Add +5.5% 615 $326K
Aster Capital Management (DIFC) Ltd 0.07% New 614 $325K
Piar LLC 0.20% No change 610 $323K
Parcion Private Wealth LLC 0.02% Reduce -34.9% 608 $322K
GF Fund Management Co. LTD. 0.00% Reduce -4.4% 604 $320K
West Family Investments, Inc. 0.09% New 598 $317K
Nemes Rush Group LLC 0.03% Add +4.7% 598 $317K
Bayforest Capital Ltd 0.29% Reduce -5.7% 595 $315K
Venturi Wealth Management, LLC 0.01% No change 589 $312K
QTR Family Wealth, LLC 0.11% Add +10.1% 580 $307K
Toronto Dominion Bank 0.00% Add +14.8% 575 $304K
Future Financial Wealth Managment LLC 0.19% No change 500 $303K
XTX Topco Ltd 0.00% Reduce -84.6% 571 $302K
Curi Capital, LLC 0.00% Add +29.9% 569 $301K
SkyOak Wealth, LLC 0.05% Reduce -5.3% 568 $301K
Daymark Wealth Partners, LLC 0.01% Reduce -22.8% 557 $295K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -20.1% 554 $293K
Modern Wealth Management, LLC 0.00% New 552 $292K
Regions Financial Corp. 0.00% Reduce -23.2% 547 $290K
Nomura Holdings Inc. 0.00% Reduce -58.7% 538 $285K
Premier Fund Managers Ltd 0.03% Add +17.6% 527 $282K
Koshinski Asset Management, Inc. 0.01% Add +10.4% 532 $282K
Kaufman Rossin Wealth, LLC 0.13% Reduce -9.8% 524 $281K
Knollwood Investment Advisory, LLC 0.02% No change 525 $278K
OneDigital Investment Advisors LLC 0.00% Reduce -0.6% 521 $276K
Riversedge Advisors, LLC 0.04% Add +21.8% 520 $275K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 517 $274K
Heritage Wealth Management, Inc. 0.07% New 515 $273K
Profund Advisors LLC 0.01% Reduce -8.9% 512 $271K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -0.4% 510 $270K
Clear Wave Wealth Management LLC 0.06% Reduce -0.4% 505 $267K
Forum Financial Management, LP 0.00% No change 501 $265K
Barnes Pettey Financial Advisors, LLC 0.08% No change 500 $265K
Stratos Wealth Partners, LTD. 0.00% Add +8.3% 497 $263K
Duncker Streett & Co. Inc. 0.04% Add +79.5% 490 $259K
Aprio Wealth Management, LLC 0.01% Reduce -25.2% 489 $259K
Americana Partners, LLC 0.01% Add +11.2% 486 $257K
Rothschild Wealth LLC 0.02% Reduce -44.5% 485 $257K
Callan Family Office, LLC 0.00% Add +0.2% 475 $252K
Ashton Thomas Securities, LLC 0.04% Reduce -2.7% 471 $249K
Baker Avenue Asset Management, LP 0.00% Reduce -41.3% 471 $249K
Pinnacle Associates Ltd. 0.00% Reduce -26.7% 469 $248K
Stock Yards Bank & Trust Co. 0.01% No change 468 $248K
PCM Encore, LLC 0.04% Reduce -0.8% 465 $246K
Stephens Inc. 0.00% Reduce -11.9% 464 $246K
Caerus Investment Advisors, LLC 0.08% Reduce -40.3% 462 $245K
Haverford Trust Co 0.00% Reduce -6.3% 462 $245K
UMB Bank, n.a. 0.00% Add +5.1% 453 $240K
Bailard, Inc. 0.00% No change 450 $238K
Axxion S.A. 0.02% — 449 $238K
Polar Asset Management Partners Inc. 0.01% New 446 $236K
Renasant Bank 0.15% Add +3.0% 441 $234K
Mission Wealth Management, LP 0.00% New 439 $232K
Wellspring Financial Advisors, LLC 0.02% New 434 $230K
Barlow Wealth Partners, LLC 0.02% Reduce -0.2% 432 $230K
Naviter Wealth, LLC 0.02% No change 433 $229K
Sectoral Asset Management Inc. 0.16% No change 430 $228K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.9% 430 $228K
Symphony Financial, Ltd. Co. 0.02% New 428 $227K
Stonehaven Wealth & Tax Solutions, LLC 0.18% New 426 $226K
Greenleaf Trust 0.00% Reduce -1.6% 423 $224K
Claret Asset Management Corp 0.02% Reduce -42.6% 422 $224K
Titleist Asset Management, LLC 0.01% New 416 $221K
Soltis Investment Advisors LLC 0.01% Reduce -5.0% 416 $220K
Gilpin Wealth Management, LLC 0.15% No change 415 $220K
Steward Partners Investment Advisory, LLC 0.00% Reduce -69.0% 415 $220K
Balefire, LLC 0.04% Reduce -8.2% 414 $219K
Fi3 FINANCIAL ADVISORS, LLC 0.05% New 810 $219K
Marex Group Ltd 0.00% Reduce -51.2% 411 $218K
Cambria Investment Management, L.P. 0.01% New 408 $216K
Unified Investment Management 0.20% Reduce -6.7% 401 $212K
AdvisorNet Financial, Inc 0.01% No change 397 $210K
Bahl & Gaynor LLC 0.00% New 396 $210K
Allegiance Financial Group Advisory Services LLC 0.04% Reduce -42.8% 395 $209K
Horizon Investments, LLC 0.00% Reduce -88.1% 395 $209K
Gsa Capital Partners LLP 0.01% Reduce -43.4% 392 $208K
Associated Banc-Corp 0.00% New 386 $204K
HBW Advisory Services LLC 0.02% New 383 $203K
GTS Securities LLC 0.00% New 380 $201K
GWN Securities Inc. 0.03% New 380 $201K
180 Wealth Advisors, LLC 0.02% New 379 $201K
IFP Advisors, Inc 0.00% Reduce -41.5% 372 $197K
Pittenger & Anderson Inc. 0.01% Add +76.7% 357 $189K
Index Technologies Group LLC 0.15% New 354 $187K
Walleye Capital LLC 0.00% Reduce -94.2% 351 $186K
Clearstead Advisors, LLC 0.00% Reduce -66.2% 332 $176K
Eurizon Capital SGR S.p.A. 0.00% No change 327 $175K
Essential Partners LLC 0.08% Reduce -81.7% 323 $171K
Smartleaf Asset Management LLC 0.01% No change 317 $170K
Huntington National Bank 0.00% Reduce -0.6% 315 $167K
TD Private Client Wealth LLC 0.00% Add +86.8% 312 $165K
Rockefeller Capital Management L.P. 0.00% Reduce -21.8% 309 $164K
Versant Capital Management, Inc 0.01% Add +1.3% 303 $160K
Employees Retirement System of Texas 0.00% No change 229 $121K
Covestor Ltd 0.06% Add +270.2% 211 $112K
Park Place Capital Corp 0.02% No change 208 $110K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -4.6% 207 $110K
Macquarie Group Ltd. 0.00% New 202 $107K
True Wealth Design, LLC 0.02% Reduce -12.5% 189 $100K
LRI Investments, LLC 0.01% Add +1.1% 186 $99K
Reyes Financial Architecture, Inc. 0.05% Add +15.5% 171 $91K
State of Wyoming 0.01% Reduce -24.9% 166 $88K
Sterling Capital Management LLC 0.00% Reduce -5.0% 152 $80K
Gould Capital, LLC 0.04% No change 150 $79K
Harvest Fund Management Co., Ltd 0.00% Reduce -3.4% 144 $76K
CENTRAL TRUST Co 0.00% Add +16.8% 132 $70K
TD Waterhouse Canada Inc. 0.00% Add +1120.0% 122 $66K
Whittier Trust Co. 0.00% Add +2.9% 108 $61K
Assetmark, Inc. 0.00% Reduce -2.5% 115 $61K
Parallel Advisors, LLC 0.00% No change 114 $60K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -9.7% 93 $51K
MassMutual Private Wealth & Trust, FSB 0.00% No change 90 $48K
Harbor Investment Advisory, LLC 0.00% New 86 $46K
Bayban 0.03% Reduce -15.2% 78 $41K
International Assets Investment Management, LLC 0.00% Reduce -74.7% 73 $40K
Darwin Wealth Management, LLC 0.01% No change 70 $37K
SJS Investment Consulting Inc. 0.00% Add +21.1% 69 $37K
Solstein Capital, LLC 0.01% No change 67 $35K
Colonial Trust Co / SC 0.00% No change 65 $35K
Truvestments Capital LLC 0.01% No change 65 $34K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 65 $34K
Fortitude Family Office, LLC 0.01% Add +472.7% 63 $33K
Allied Private Wealth LLC 0.02% — 58 $31K
Kilter Group LLC 0.01% Add +107.1% 58 $31K
Wellington-Altus USA Inc. 0.02% No change 62 $30K
Strategic Advocates LLC 0.11% Reduce -22.5% 55 $29K
SBI Securities Co., Ltd. 0.00% Reduce -1.8% 55 $29K
Steigerwald, Gordon & Koch Inc. 0.00% No change 54 $29K
Harbour Investments, Inc. 0.00% Add +54.3% 54 $28K
First Horizon Corp. 0.00% Add +130.4% 53 $28K
Johnson Financial Group, Inc. 0.00% No change 51 $27K
Ameriflex Group, Inc. 0.01% No change 50 $26K
GHP Investment Advisors, Inc. 0.00% No change 50 $26K
Private Trust Co. NA 0.00% Reduce -7.8% 47 $25K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 45 $24K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.6% 43 $23K
Acadian Asset Management LLC 0.00% No change 44 $23K
Hilltop National Bank 0.00% No change 43 $23K
Owl Creek Wealth Partners LLC 0.01% No change 42 $22K
Ancora Advisors LLC 0.00% No change 42 $22K
Keating Financial Advisory Services, Inc. 0.00% Reduce -18.4% 40 $21K
Community Bank, N.A. 0.00% No change 40 $21K
CVA Family Office, LLC 0.00% Add +8.6% 38 $20K
Cornerstone Planning Group LLC 0.00% No change 36 $19K
City Holding Co. 0.00% No change 32 $17K
JFS Wealth Advisors, LLC 0.00% Add +3.3% 31 $16K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -8.8% 31 $16K
Mather Group, Llc. 0.00% No change 30 $16K
Quent Capital, LLC 0.00% Reduce -23.7% 29 $15K
Fairscale Capital, LLC 0.01% No change 25 $13K
Bell Investment Advisors, Inc 0.00% No change 24 $13K
Birchwood Financial Partners, Inc. 0.01% Reduce -4.0% 24 $13K
Silver Grove Financial Group, Inc. 0.01% New 24 $13K
Activest Wealth Management 0.00% Reduce -65.2% 24 $13K
JNBA Financial Advisors 0.00% No change 23 $12K
Murphy & Mullick Capital Management Corp 0.01% No change 22 $12K
Basecamp Wealth Advisors LLC 0.00% Reduce -68.1% 22 $12K
Farmers & Merchants Investments Inc. 0.00% No change 22 $12K
Avalon Trust Co 0.00% No change 21 $11K
Ameritas Advisory Services, LLC 0.00% Reduce -95.9% 21 $11K
McGuire Capital Advisors Inc. 0.01% No change 20 $11K
Graney & King, LLC 0.00% No change 20 $11K
Elequin Capital, LP 0.00% New 20 $11K
Fiduciary Financial Advisors 0.00% New 21 $11K
Brown Brothers Harriman & Co. 0.00% No change 20 $11K
Danske Bank A/S 0.00% No change 20 $11K
American National Bank & Trust 0.00% Add +5.3% 20 $11K
Financial Network Wealth Advisors LLC 0.01% No change 18 $10K
Cedar Mountain Advisors, LLC 0.00% No change 17 $9K
JPL Wealth Management, LLC 0.00% Reduce -5.9% 16 $8K
Bravera Wealth 0.00% No change 15 $8K
Toth Financial Advisory Corp. 0.00% No change 14 $7K
Salomon & Ludwin, LLC 0.00% No change 13 $7K
Spire Wealth Management 0.00% No change 13 $7K
High Note Wealth, LLC 0.00% No change 12 $6K
Plato Investment Management Ltd 0.00% New 12 $6K
Triumph Capital Management 0.00% No change 11 $6K
Wealth Enhancement Trust Services, Inc. 0.00% New 11 $6K
Millstone Evans Group, LLC 0.00% No change 10 $5K
Hartford Financial Management Inc. 0.00% No change 10 $5K
Bogart Wealth, LLC 0.00% Add +233.3% 10 $5K
IFG Advisory, LLC 0.00% New 9 $5K
Plante Moran Financial Advisors, LLC 0.00% New 9 $5K
Altshuler Shaham Ltd 0.00% No change 9 $5K
Grove Bank & Trust 0.00% No change 8 $4K
Rialto Wealth Management, LLC 0.00% Add +40.0% 7 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $4K
Hughes Financial Services, LLC 0.00% Add +75.0% 7 $4K
HFM Investment Advisors, LLC 0.00% Add +200.0% 6 $3K
Elevation Wealth Partners, LLC 0.00% Add +20.0% 6 $3K
Creative Capital Management Investments LLC 0.00% New 6 $3K
Anchor Investment Management, LLC 0.00% New 6 $3K
N.E.W. Advisory Services 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
Cromwell Holdings LLC 0.00% Add +66.7% 5 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 5 $3K
Bare Financial Services, Inc 0.00% Reduce -20.0% 4 $2K
MV Capital Management, Inc. 0.00% No change 4 $2K
Signature Equity Partners, LLC 0.00% Reduce -88.9% 4 $2K
MidFirst Bank 0.00% Reduce -69.2% 4 $2K
SHP Wealth Management 0.00% Add +33.3% 4 $2K
Winthrop Capital Management, LLC 0.00% No change 3 $2K
Institute for Wealth Management, LLC. 0.00% New 3 $2K
Cornerstone Financial Management LLC 0.00% No change 3 $2K
DecisionPoint Financial, LLC 0.00% Add +100.0% 2 $1K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 2 $1K
Physician Wealth Advisors, Inc. 0.00% New 2 $1K
Tounjian Advisory Partners, LLC 0.00% New 2 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 2 $1K
Wilmington Savings Fund Society, FSB 0.00% New 2 $1K
Navigoe, LLC 0.00% New 2 $1K
Avion Wealth 0.00% No change 2 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Sachetta, LLC 0.00% New 1 $530
Torren Management, LLC 0.00% No change 1 $530
Quaker Wealth Management, LLC 0.00% No change 1 $530
Aventura Private Wealth, LLC 0.00% No change 1 $530
USA Financial Formulas 0.00% — 1 $530
Raffa Wealth Management, LLC 0.00% New 1 $530
Mascoma Wealth Management LLC 0.00% New 1 $530
Prestige Wealth Management Group LLC 0.00% No change 1 $530
TFC Financial Management, Inc. 0.00% No change 1 $530
NFSG Corp 0.00% No change 1 $530
Strengthening Families & Communities, LLC 0.00% New 1 $530
Buck Wealth Strategies, LLC 0.00% New 1 $530
Rossby Financial, LCC 0.00% No change 1 $530
Geneos Wealth Management Inc. 0.00% New 1 $530
Dunhill Financial, LLC 0.00% No change 1 $529

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