Manulife FinancialMFC

13F holders, Q1 2024 (March 31)
632holders
7famous investors
$25.14avg. 13F price*

At the end of Q1 2024, 632 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings. The largest holders were Royal Bank of Canada ($4.0B), Vanguard Group Inc. ($1.8B) and Bank of Montreal ($1.7B). 7 famous investors held it, including Jeremy Grantham (0.4% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Manulife Financial Corp.
CUSIP
56501R106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 632Q1 2024Q2 2024: 640Q2 2024Q3 2024: 668Q3 2024Q4 2024: 705Q4 2024Q1 2025: 718Q1 2025Q2 2025: 732Q2 2025Q3 2025: 705Q3 2025Q4 2025: 768Q4 2025Q1 2026: 773Q1 2026Q2 2026: 815Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions78$101.1M
Exits38$33.1M

Ownership 632 holders

Royal Bank of Canada 0.97% Add +6.7% 158,684,697 $4.0B
Vanguard Group Inc. 0.04% Add +1.0% 72,289,251 $1.8B
Bank of Montreal 0.53% Add +1.7% 68,138,331 $1.7B
TD Asset Management Inc 0.80% Reduce -6.7% 34,598,451 $864.9M
National Bank of Canada 1.29% Add +14.8% 28,803,968 $749.4M
Mackenzie Financial Corp. 0.96% Reduce -4.0% 26,508,011 $662.3M
Cibc World Market Inc. 1.56% Reduce -10.8% 24,314,930 $607.6M
CIBC Asset Management Inc 2.10% Add +16.9% 24,203,454 $604.6M
Toronto Dominion Bank 0.91% Add +57.9% 23,307,081 $582.4M
Beutel, Goodman & Co Ltd. 2.96% Reduce -7.0% 23,023,453 $575.6M
Norges Bank 0.08% Add +0.1% 21,449,407 $535.9M
Bank of Nova Scotia 1.03% Reduce -4.1% 20,354,823 $508.4M
JARISLOWSKY, FRASER Ltd 2.87% Reduce -3.5% 19,983,130 $499.6M
FIL Ltd 0.39% Add +58.8% 15,737,342 $393.0M
1832 Asset Management L.P. 0.67% Add +103.1% 14,686,893 $367.0M
Amundi 0.13% Reduce -14.3% 10,707,895 $310.3M
Goldman Sachs Group Inc. 0.06% Add +94.5% 12,027,755 $300.6M
Legal & General Group Plc 0.08% Reduce -0.8% 11,654,333 $291.2M
Scotia Capital Inc. 1.73% Reduce -9.2% 11,658,771 $290.5M
Letko, Brosseau & Associates Inc. 4.72% Reduce -7.0% 10,849,809 $271.2M
JPMorgan Chase & Co. 0.02% Add +5.8% 10,103,950 $252.5M
Wells Fargo & Company 0.07% Reduce -2.8% 10,027,351 $250.6M
TD Waterhouse Canada Inc. 1.77% Add +1.3% 7,206,180 $236.5M
Dimensional Fund Advisors LP 0.06% Reduce -5.6% 8,972,324 $224.2M
Massachusetts Financial Services Co. 0.06% Reduce -6.3% 8,617,415 $215.3M
Connor, Clark & Lunn Investment Management Ltd. 0.87% Add +193.0% 8,105,857 $202.5M
Morgan Stanley 0.02% Add +48.8% 7,766,850 $194.1M
Federation des caisses Desjardins du Quebec 1.35% Reduce -8.8% 5,555,346 $186.3M
Geode Capital Management, LLC 0.02% Add +3.6% 7,317,485 $184.4M
Capital World Investors 0.03% No change 6,172,766 $154.2M
AustralianSuper Pty Ltd 0.85% Add +1.9% 5,902,021 $145.5M
Canada Pension Plan Investment Board 0.14% Add +12.5% 5,474,062 $136.8M
Swiss National Bank 0.10% Reduce -7.7% 5,456,700 $136.2M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -2.9% 5,342,208 $133.5M
Cardinal Capital Management, Inc. 5.76% Reduce -1.5% 5,188,673 $129.7M
HSBC Holdings PLC 0.09% Add +10.6% 5,028,279 $125.3M
GMO 0.43% Add +3.9% 4,753,837 $118.8M
Lord, Abbett & Co. LLC 0.35% Add +2.8% 4,362,147 $109.0M
Alberta Investment Management Corp 1.11% No change 4,182,203 $104.6M
Allianz Asset Management GmbH 0.18% Reduce -36.7% 4,142,592 $103.6M
Invesco Ltd. 0.02% Reduce -13.4% 3,670,388 $91.7M
Intact Investment Management Inc. 3.58% Add +55.0% 3,632,765 $90.7M
Skandinaviska Enskilda Banken AB (publ) 0.44% Add +3.8% 4,869,181 $89.9M
Man Group plc 0.25% Add +61.7% 3,573,591 $89.3M
Credit Suisse AG/ 0.08% Reduce -10.6% 3,331,343 $83.3M
CANADA LIFE ASSURANCE Co 0.16% Add +11.6% 3,246,900 $81.1M
M&G PLC 0.52% — 3,009,232 $75.2M
Bank of America Corp. 0.01% Reduce -1.6% 2,821,639 $70.5M
Deutsche Bank AG 0.03% Reduce -3.7% 2,562,622 $64.0M
Nuveen Asset Management, LLC 0.02% Add +18.5% 2,311,197 $57.8M
Healthcare of Ontario Pension Plan Trust Fund 0.20% Reduce -33.8% 2,265,000 $56.6M
Two Sigma Investments, LP 0.13% Reduce -15.1% 2,094,648 $52.3M
Clearbridge Investments, LLC 0.04% Reduce -1.3% 2,083,560 $52.1M
Addenda Capital Inc. 1.96% Reduce -2.9% 1,523,504 $51.5M
DekaBank Deutsche Girozentrale 0.10% Add +10.6% 2,088,842 $51.1M
Manufacturers Life Insurance Company, The 0.05% Add +4.0% 2,029,547 $50.7M
Bank of New York Mellon Corp 0.01% Reduce -7.9% 2,003,289 $50.1M
Korea Investment CORP 0.11% Reduce -6.9% 1,763,607 $44.1M
Northern Trust Corp. 0.01% Add +0.0% 1,751,547 $43.8M
Aviva PLC 0.14% Reduce -3.7% 1,680,241 $42.0M
Russell Investments Group, Ltd. 0.06% Add +1.8% 1,633,917 $40.8M
Pictet Asset Management Holding SA 0.04% Reduce -33.0% 1,580,787 $39.7M
Jane Street Group, LLC 0.05% Add +94.7% 1,521,694 $38.0M
BlackRock Inc. 0.00% Add +7.0% 1,505,860 $37.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4.40% Reduce -7.8% 1,486,572 $37.1M
Neuberger Berman Group LLC 0.03% Reduce -1.7% 1,454,591 $36.4M
Jupiter Asset Management Ltd. 0.35% Add +3.3% 1,452,684 $36.3M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -69.8% 1,448,907 $36.2M
Agf Management Ltd. 0.20% Add +9.3% 1,671,557 $35.7M
Guardian Capital LP 1.21% Add +9.0% 1,391,902 $34.8M
Scheer, Rowlett & Associates Investment Management Ltd. 2.54% Reduce -0.3% 1,372,878 $34.3M
Envestnet Asset Management Inc. 0.01% Reduce -1.7% 1,353,952 $33.8M
Harding Loevner LP 0.20% Reduce -87.1% 1,306,224 $32.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -6.4% 1,252,575 $31.3M
Franklin Resources Inc. 0.01% Add +11.3% 1,188,852 $29.7M
O'shaughnessy Asset Management, LLC 0.33% Add +8.5% 1,178,081 $29.4M
Prudential PLC 0.23% Reduce -0.5% 1,136,352 $28.4M
Hillsdale Investment Management Inc. 2.24% Reduce -2.0% 1,134,670 $28.3M
Triasima Portfolio Management inc. 2.36% Add +2430.3% 1,126,000 $28.1M
American Century Companies Inc. 0.02% Reduce -4.7% 1,115,381 $27.9M
Galibier Capital Management Ltd. 6.62% Reduce -17.8% 1,104,709 $27.6M
Citadel Advisors 0.03% Add +614.5% 1,082,669 $27.1M
State of Tennessee, Department of Treasury 0.10% Reduce -11.3% 1,057,783 $26.4M
UBS Group AG 0.01% Add +32.3% 1,047,143 $26.2M
Two Sigma Advisers, LP 0.06% Reduce -20.1% 1,023,355 $25.6M
Acadian Asset Management LLC 0.09% Reduce -14.2% 1,015,193 $25.4M
Natixis 0.14% New 999,742 $25.0M
Achmea Investment Management B.V. 0.47% Reduce -0.6% 979,487 $24.5M
AXA S.A. 0.07% Add +4.8% 916,274 $22.9M
Millennium Management 0.02% Add +66.0% 894,312 $22.3M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +0.8% 882,886 $21.8M
Bank of Nova Scotia Trust Co. 2.17% Reduce -1.9% 807,862 $20.2M
APG Asset Management N.V. 0.03% Reduce -13.7% 851,245 $19.7M
Varma Mutual Pension Insurance Co 0.17% Add +489.6% 777,100 $19.4M
Focus Partners Wealth 0.15% New 749,519 $18.7M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -15.3% 730,437 $18.3M
Citigroup Inc. 0.02% Reduce -12.2% 711,963 $17.8M
Heathbridge Capital Management Ltd. 6.75% Reduce -2.3% 699,050 $17.5M
Lombard Odier Asset Management (Switzerland) SA 1.05% Reduce -19.8% 605,026 $15.0M
USS Investment Management Ltd 0.12% Add +5.5% 590,276 $14.8M
Assetmark, Inc. 0.05% Add +0.4% 567,739 $14.2M
Onex Canada Asset Management Inc. 1.36% Reduce -13.4% 544,048 $13.6M
Forsta Ap-Fonden 0.11% Reduce -29.8% 542,300 $13.6M
Northwest & Ethical Investments L.P. 0.37% Reduce -22.3% 515,043 $12.9M
Waratah Capital Advisors Ltd. 0.65% New 508,407 $12.7M
Dixon Mitchell Investment Counsel Inc. 0.62% Add +3.2% 494,845 $12.4M
DORCHESTER WEALTH MANAGEMENT Co 2.22% Reduce -1.3% 497,341 $12.3M
Cidel Asset Management Inc. 0.92% Reduce -76.9% 484,153 $12.1M
LPL Financial LLC 0.01% Add +1.9% 482,612 $12.1M
Vontobel Holding Ltd. 0.09% Reduce -0.1% 455,959 $11.4M
Barclays PLC 0.01% Reduce -14.6% 455,493 $11.4M
Grace & White Inc. 2.00% Reduce -0.3% 438,005 $10.9M
Crestwood Advisors Group, LLC 0.24% Reduce -0.9% 436,434 $10.9M
Wellington Management Group LLP 0.00% Add +0.9% 428,014 $10.7M
Sienna Gestion 0.90% — 418,239 $10.4M
Promethos Capital, LLC 6.12% Add +11.7% 416,893 $10.4M
FMR LLC 0.00% Add +1.7% 404,823 $10.1M
Natixis Advisors, LLC 0.02% Reduce -4.5% 395,621 $9.9M
Susquehanna Fundamental Investments, LLC 0.39% New 331,700 $8.3M
Alliancebernstein L.P. 0.00% Add +26.9% 328,472 $8.2M
Renaissance Technologies 0.01% Reduce -78.3% 324,990 $8.1M
Foster & Motley Inc. 0.56% Add +4.0% 322,746 $8.1M
Commonwealth Equity Services, LLC 0.01% Reduce -6.7% 318,063 $7.9M
US Bancorp \de 0.01% Reduce -11.5% 316,590 $7.9M
Raymond James & Associates 0.01% Reduce -19.7% 315,565 $7.9M
Royal London Asset Management Ltd. 0.02% Reduce -9.2% 312,029 $7.8M
Van Eck Associates Corp. 0.01% Add +20.4% 280,917 $7.0M
First Trust Advisors LP 0.01% Reduce -29.8% 279,652 $7.0M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 265,000 $6.6M
Stifel Financial Corp. 0.01% Add +18.8% 247,449 $6.2M
Ameriprise Financial Inc. 0.00% Reduce -6.6% 214,055 $6.1M
Public Sector Pension Investment Board 0.04% Reduce -40.3% 244,211 $6.1M
Hennessy Advisors Inc. 0.26% Reduce -9.7% 243,100 $6.1M
Cyndeo Wealth Partners, LLC 0.48% Reduce -4.9% 232,703 $5.8M
Gold Investment Management Ltd. 2.27% Add +0.0% 225,248 $5.6M
Prudential Financial Inc. 0.01% Add +9.4% 219,201 $5.5M
Duality Advisers, LP 0.54% Add +795.2% 217,658 $5.4M
Osaic Holdings, Inc. 0.01% Reduce -9.9% 215,761 $5.4M
Utah Retirement Systems 0.06% No change 214,919 $5.4M
Truist Financial Corp. 0.01% Add +0.3% 202,493 $5.1M
Oppenheimer Asset Management Inc. 0.07% Reduce -6.1% 199,628 $5.0M
SIG North Trading, ULC 1.82% — 198,627 $5.0M
Credential Qtrade Securities Inc. 0.27% Add +6.7% 198,118 $4.9M
Lorne Steinberg Wealth Management Inc. 1.54% Reduce -2.1% 196,795 $4.9M
Guardian Capital Advisors LP 0.53% Reduce -3.7% 212,246 $4.9M
Mariner, LLC 0.01% Add +5.0% 191,746 $4.8M
Thrivent Financial for Lutherans 0.01% Add +2.5% 185,053 $4.6M
Ritholtz Wealth Management 0.16% Add +23.3% 185,054 $4.6M
Janus Henderson Group PLC 0.00% Reduce -7.5% 182,359 $4.6M
Barry Investment Advisors, LLC 1.50% Reduce -1.1% 180,405 $4.5M
PCJ Investment Counsel Ltd. 1.43% Reduce -27.8% 172,691 $4.3M
Creative Planning 0.00% Add +11.5% 166,785 $4.2M
Crossmark Global Holdings, Inc. 0.08% Reduce -4.6% 161,358 $4.0M
Maryland State Retirement & Pension System 0.08% Add +22.9% 177,292 $4.0M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -20.0% 159,322 $4.0M
Fifth Third Bancorp 0.02% Reduce -1.1% 157,188 $3.9M
Caldwell Investment Management Ltd. 2.91% New 156,700 $3.9M
Captrust Financial Advisors 0.01% Reduce -20.6% 148,221 $3.7M
Vident Advisory, LLC 0.08% Add +15.8% 145,373 $3.6M
Cetera Investment Advisers 0.01% Add +386.1% 144,854 $3.6M
Ossiam 0.06% Reduce -17.9% 136,857 $3.4M
Ninepoint Partners LP 0.42% New 132,490 $3.3M
Principal Financial Group Inc. 0.00% Add +10.1% 129,800 $3.2M
Lighthouse Investment Partners, LLC 0.19% New 129,804 $3.2M
Spinnaker Trust 0.21% Add +0.1% 127,902 $3.2M
Quantinno Capital Management LP 0.07% Add +7.6% 126,721 $3.2M
Ensign Peak Advisors, Inc 0.01% No change 123,300 $3.2M
Janney Montgomery Scott LLC 0.01% Add +38.9% 123,344 $3.1M
Mediolanum International Funds Ltd 0.05% — 91,025 $3.0M
Stamos Capital Partners, L.P. 0.68% Reduce -11.9% 120,380 $3.0M
Harvest Portfolios Group Inc. 0.12% Reduce -9.7% 118,384 $3.0M
DAVENPORT & Co LLC 0.02% Add +1.0% 117,245 $2.9M
Rathbones Group PLC 0.02% No change 116,650 $2.9M
HighTower Advisors, LLC 0.00% Reduce -1.9% 114,324 $2.9M
Cerity Partners LLC 0.01% Add +121.9% 112,726 $2.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -80.5% 111,162 $2.8M
Fiera Capital Corp 0.01% Add +316.5% 108,702 $2.7M
Corient Private Wealth LP 0.00% Reduce -46.6% 108,665 $2.7M
Madison Asset Management, LLC 0.03% Reduce -37.5% 107,972 $2.7M
Louisbourg Investments Inc. 0.71% Add +468.0% 102,313 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.7% 102,113 $2.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -13.3% 97,927 $2.4M
Keybank National Association 0.01% Reduce -1.6% 96,902 $2.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -29.0% 96,414 $2.4M
Cresset Asset Management, LLC 0.01% Add +5.7% 96,234 $2.4M
Bridge Creek Capital Management LLC 0.77% Add +4.9% 96,175 $2.4M
Quantbot Technologies LP 0.13% Add +22.5% 92,546 $2.3M
PNC Financial Services Group, Inc. 0.00% Reduce -4.2% 90,423 $2.3M
Claret Asset Management Corp 0.38% Add +0.2% 90,042 $2.3M
Atria Investments, Inc 0.03% Reduce -8.0% 89,749 $2.2M
Wambolt & Associates, LLC 0.67% Add +15.8% 90,868 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +222.8% 88,585 $2.2M
ExodusPoint Capital Management, LP 0.03% New 88,129 $2.2M
Investment Management Corp of Ontario 0.07% Reduce -44.4% 87,795 $2.2M
Argent Trust Co 0.10% Add +2.7% 87,047 $2.2M
Bessemer Group Inc. 0.00% Add +2913.7% 86,615 $2.2M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -44.7% 82,200 $2.1M
Pinebridge Investments, L.P. 0.02% Add +78.7% 57,031 $1.9M
AEGON ASSET MANAGEMENT UK Plc 0.03% No change 77,122 $1.9M
GQG Partners LLC 0.00% New 76,401 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.9% 75,590 $1.9M
Metis Global Partners, LLC 0.07% Reduce -5.0% 75,078 $1.9M
Norris Financial Group, LLC 1.01% Add +44.4% 73,575 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.1% 70,621 $1.8M
Americana Partners, LLC 0.15% Reduce -13.8% 70,175 $1.8M
Richard P Slaughter Associates Inc 0.42% Reduce -10.8% 69,069 $1.7M
D. E. Shaw & Co. 0.00% Reduce -55.9% 68,400 $1.7M
Intech Investment Management LLC 0.02% New 68,211 $1.7M
Erste Asset Management GmbH 0.02% No change 68,900 $1.7M
Kestra Advisory Services, LLC 0.01% Add +68.9% 67,680 $1.7M
United Services Automobile Association 0.04% Add +4.3% 66,190 $1.7M
Dynamic Technology Lab Private Ltd 0.18% New 65,837 $1.6M
Kestra Private Wealth Services, LLC 0.04% Add +34.3% 65,016 $1.6M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -7.5% 63,984 $1.6M
Jones Financial Companies LLLP 0.00% Add +222.0% 62,080 $1.6M
Private Advisor Group, LLC 0.01% Add +295.4% 60,860 $1.5M
Polar Asset Management Partners Inc. 0.05% Add +87.5% 59,999 $1.5M
Engineers Gate Manager LP 0.04% Add +172.0% 57,624 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +32.8% 56,832 $1.4M
CenterBook Partners LP 0.10% New 56,155 $1.4M
Barometer Capital Management Inc. 0.35% Add +23.4% 41,700 $1.3M
Ashton Thomas Private Wealth, LLC 0.08% Add +5.0% 53,037 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -1.6% 51,706 $1.3M
Pitcairn Co. 0.08% Reduce -4.4% 51,310 $1.3M
Moors & Cabot, Inc. 0.07% Add +0.5% 50,805 $1.3M
Advisors Asset Management, Inc. 0.02% Add +10.0% 50,390 $1.3M
HRT Financial LP 0.01% Reduce -20.7% 49,906 $1.2M
S. R. Schill & Associates 0.54% No change 49,513 $1.2M
Signaturefd, LLC 0.03% Add +2.0% 48,576 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +4.3% 48,418 $1.2M
LMG Wealth Partners, LLC 0.30% New 48,161 $1.2M
DGS Capital Management, LLC 0.34% Add +5.1% 47,374 $1.2M
Graham Capital Management, L.P. 0.06% New 46,120 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -60.3% 44,971 $1.1M
Baird Financial Group, Inc. 0.00% Add +217.8% 44,732 $1.1M
Cubist Systematic Strategies, LLC 0.01% Reduce -16.7% 44,653 $1.1M
Bayesian Capital Management, LP 0.11% New 44,200 $1.1M
Sageworth Trust Co 0.07% No change 43,048 $1.1M
MML Investors Services, LLC 0.00% Reduce -2.2% 42,882 $1.1M
Measured Wealth Private Client Group, LLC 0.36% Add +11.4% 41,248 $1.0M
State of Wyoming 0.17% Add +5.4% 41,133 $1.0M
Hollencrest Capital Management 0.05% No change 40,786 $1.0M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.3% 40,423 $1.0M
M&T Bank Corp 0.00% Add +0.9% 40,267 $1.0M
Grey Street Capital, LLC 0.13% New 39,087 $977K
Advisory Resource Group 0.22% Add +18.3% 38,209 $955K
True Wealth Design, LLC 0.24% Reduce -6.0% 38,000 $950K
Dynasty Wealth Management, LLC 0.03% — 37,861 $946K
Orion Porfolio Solutions, LLC 0.01% Reduce -3.1% 37,638 $941K
Orion Portfolio Solutions, LLC 0.01% Reduce -3.1% 37,638 $941K
Todd Asset Management LLC 0.02% Reduce -2.3% 37,357 $934K
Benjamin Edwards Inc. 0.18% Add +34.6% 36,145 $903K
Qtron Investments LLC 0.13% Reduce -35.1% 35,948 $899K
Redhawk Wealth Advisors, Inc. 0.14% Add +11.9% 35,551 $888K
Pathstone Holdings, LLC 0.00% Reduce -5.0% 35,506 $887K
First Trust Direct Indexing L.P. 0.06% Add +9.3% 34,854 $871K
UniSuper Management Pty Ltd 0.01% Add +89.6% 25,600 $866K
BNP Paribas Financial Markets 0.00% Add +7887.4% 34,346 $858K
Marks Group Wealth Management, Inc 0.09% Reduce -6.4% 34,324 $858K
Regions Financial Corp. 0.01% Add +9.3% 34,235 $856K
Peapack Gladstone Financial Corp. 0.01% Reduce -15.2% 34,068 $852K
Independent Advisor Alliance 0.03% Add +2.0% 34,052 $851K
Bokf, NA 0.02% Add +0.3% 34,333 $845K
Brown, Lisle/Cummings, Inc. 0.29% Add +4.7% 33,628 $840K
Cigna Investments Inc. 0.16% Reduce -1.3% 33,575 $840K
Squarepoint Ops LLC 0.00% Reduce -59.8% 33,519 $838K
Credit Agricole S A 0.01% Add +191.6% 35,722 $819K
Schechter Investment Advisors, LLC 0.06% Add +1.5% 32,726 $818K
Townsquare Capital LLC 0.01% Reduce -1.9% 31,718 $793K
One Wealth Advisors, LLC 0.14% Add +24.3% 31,451 $786K
Burney Co./ 0.03% Reduce -39.3% 31,381 $784K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -9.1% 31,269 $781K
Yousif Capital Management, LLC 0.01% Add +1.5% 30,377 $759K
Integrated Wealth Concepts LLC 0.01% Reduce -74.5% 30,264 $756K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.8% 29,990 $749K
Verition Fund Management LLC 0.01% Add +38.2% 29,410 $735K
Kovack Advisors, Inc. 0.09% Add +0.2% 29,294 $732K
Versor Investments LP 0.15% Reduce -21.2% 29,200 $730K
Hoge Financial Services, LLC 0.59% Add +45.0% 28,964 $724K
Mercer Global Advisors Inc. 0.00% Add +7.7% 28,867 $721K
Axq Capital, LP 0.17% Reduce -27.6% 28,800 $720K
Coastline Trust Co 0.09% No change 28,320 $708K
Baker Tilly Wealth Management, LLC 0.13% Reduce -6.2% 28,267 $706K
NewEdge Advisors, LLC 0.01% Reduce -9.5% 28,061 $701K
Gateway Investment Advisers LLC 0.01% Add +0.7% 27,941 $698K
Candriam S.C.A. 0.00% Reduce -12.9% 27,855 $696K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 27,791 $694K
Signet Financial Management, LLC 0.09% New 26,910 $672K
Swiss Life Asset Management Ltd 0.01% Reduce -70.8% 26,760 $668K
TD Private Client Wealth LLC 0.02% Add +2.8% 26,318 $658K
Archer Investment Corp 0.19% No change 25,700 $642K
Tower Research Capital LLC (TRC) 0.02% Add +121.8% 25,407 $635K
Legacy Wealth Asset Management, LLC 0.18% Reduce -1.8% 25,164 $629K
Gifford Fong Associates 0.17% No change 25,000 $625K
AlphaCore Capital LLC 0.16% No change 24,467 $611K
WMS Partners, LLC 0.04% Add +0.7% 24,404 $610K
FineMark National Bank & Trust 0.02% Reduce -30.3% 24,259 $606K
Pegasus Partners Ltd. 0.06% Add +1.0% 24,039 $601K
Wealth Alliance, LLC 0.08% Reduce -24.3% 23,968 $599K
Raymond James Trust N.A. 0.01% Add +1.9% 23,958 $599K
Core Alternative Capital 0.11% No change 23,939 $598K
Montag A & Associates Inc. 0.03% No change 23,574 $589K
Oppenheimer & Co. Inc. 0.01% Reduce -1.7% 23,435 $586K
Whittier Trust Co. 0.01% No change 23,357 $583K
Employees Retirement System of Texas 0.01% New 22,842 $571K
Evergreen Capital Management LLC 0.02% Add +4.0% 22,654 $566K
Balentine LLC 0.02% Add +2.5% 22,630 $566K
Schneider Downs Wealth Management Advisors, LP 0.13% Reduce -7.3% 22,252 $556K
Gotham Asset Management 0.01% New 22,210 $555K
Blair William & Co. 0.00% Reduce -7.4% 22,100 $552K
Buckingham Strategic Wealth, LLC 0.01% Reduce -4.3% 21,961 $549K
Wedbush Securities Inc. 0.02% Reduce -0.7% 21,564 $539K
Fox Run Management, L.L.C. 0.12% New 21,534 $538K
Glenmede Trust Co. NA 0.00% Add +10.2% 21,497 $537K
Resources Management Corp. /CT/ 0.08% Reduce -49.8% 21,165 $529K
Hilltop National Bank 0.18% — 21,074 $527K
Beverly Hills Private Wealth, LLC 0.12% Reduce -5.3% 20,995 $525K
MAI Capital Management 0.01% Add +23.7% 20,941 $523K
Hendershot Investments Inc. 0.07% Reduce -18.6% 20,910 $523K
Trexquant Investment LP 0.01% Reduce -79.1% 20,871 $522K
Atlas Capital Advisors Inc. 0.08% Add +60.1% 20,768 $519K
Cassaday & Co Wealth Management LLC 0.02% Add +0.1% 20,699 $517K
Brown Advisory Inc. 0.00% Reduce -25.8% 20,312 $508K
Burke & Herbert Bank & Trust Co. 0.37% No change 19,510 $488K
Strategic Investment Advisors / MI 0.06% Add +2.4% 19,251 $481K
BayBridge Capital Group, LLC 0.42% Reduce -0.5% 20,479 $480K
Campbell & CO Investment Adviser LLC 0.04% Add +72.7% 19,016 $475K
Integrated Advisors Network LLC 0.02% Add +0.4% 18,819 $470K
WCG Wealth Advisors LLC 0.04% Reduce -3.9% 18,147 $453K
Vise Technologies, Inc. 0.09% Reduce -9.9% 18,049 $451K
Huntington National Bank 0.00% Add +15.4% 17,854 $446K
PFG Advisors 0.03% Add +11.7% 17,643 $441K
Boothe Investment Group, Inc. 0.22% No change 17,450 $436K
Bowen Hanes & Co. Inc. 0.01% Reduce -0.3% 17,270 $432K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.7% 17,069 $427K
Stratos Wealth Partners, LTD. 0.01% Add +34.5% 17,037 $426K
Crawford Investment Counsel Inc. 0.01% No change 16,946 $423K
O'ROURKE & COMPANY, Inc 0.24% Add +0.0% 16,755 $419K
Asahi Life Asset Management Co., LTD. 0.25% New 16,650 $416K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.2% 16,407 $410K
West Family Investments, Inc. 0.13% No change 16,253 $406K
Kingsview Wealth Management, LLC 0.01% New 16,097 $402K
Pacer Advisors, Inc. 0.00% Reduce -3.6% 15,830 $396K
K.J. Harrison & Partners Inc 0.06% Add +2.4% 15,610 $390K
Fayez Sarofim & Co 0.00% No change 15,593 $390K
Wealthspire Advisors, LLC 0.01% No change 15,557 $389K
Nicholas Hoffman & Company, LLC. 0.02% No change 15,301 $382K
Cwm, LLC 0.00% Reduce -3.1% 15,200 $380K
Checchi Capital Advisers, LLC 0.03% Add +4.6% 15,119 $378K
Savant Capital, LLC 0.00% Add +13.0% 14,973 $374K
Cipher Capital LP 0.17% Reduce -52.4% 14,864 $371K
Compound Planning, Inc. 0.03% Add +26.4% 14,844 $371K
Insigneo Advisory Services, LLC 0.04% New 14,545 $363K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.1% 14,538 $363K
Quadrant Capital Group LLC 0.03% Reduce -6.0% 14,508 $363K
Wesbanco Bank Inc. 0.01% Add +3.6% 14,469 $362K
Robertson Stephens Wealth Management, LLC 0.02% New 14,319 $358K
Stephens Inc. 0.01% Reduce -0.3% 14,152 $354K
Principal Securities, Inc. 0.01% Add +31.5% 14,108 $353K
Guggenheim Capital LLC 0.00% Reduce -3.8% 14,016 $350K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.5% 13,872 $347K
Rhumbline Advisers 0.00% No change 13,720 $343K
Summit Financial Group, Inc. 0.12% No change 13,639 $341K
Callan Capital, LLC 0.03% New 13,609 $340K
HBK Sorce Advisory LLC 0.01% Reduce -17.2% 13,590 $340K
J.W. Cole Advisors, Inc. 0.02% Add +21.0% 13,508 $337K
Rockefeller Capital Management L.P. 0.00% New 13,473 $337K
Johnson Financial Group, Inc. 0.02% Reduce -46.9% 13,302 $332K
Summitry LLC 0.02% New 13,281 $332K
D.A. Davidson & Co. 0.00% Reduce -59.4% 13,232 $331K
Legacy Capital Group California, Inc. 0.12% Add +1.1% 13,018 $325K
Synovus Financial Corp. 0.00% Add +2.2% 12,916 $323K
Verum Partners LLC 0.11% No change 12,851 $321K
Bragg Financial Advisors, Inc 0.01% No change 12,679 $317K
Financial Counselors Inc. 0.01% Add +3.2% 12,448 $311K
Baron Wealth Management LLC 0.16% Add +0.0% 12,326 $308K
Eagle Harbor Asset Management Inc. 0.32% Reduce -50.7% 12,111 $303K
Websterrogers Financial Advisors, LLC 0.11% New 12,026 $301K
Commerce Bank 0.00% Add +12.1% 12,020 $300K
Karpas Strategies, LLC 0.09% No change 12,000 $300K
Park Avenue Securities LLC 0.00% Add +8.8% 11,867 $297K
Gulf International Bank (UK) Ltd 0.01% Add +8.1% 11,882 $296K
Trek Financial, LLC 0.02% New 11,819 $295K
Crescent Grove Advisors, LLC 0.03% Add +0.9% 11,758 $294K
Value Partners Investments Inc. 0.02% Reduce -34.2% 11,752 $293K
Selective Wealth Management, Inc. 0.12% Reduce -4.0% 11,920 $287K
&partners 0.04% Add +20.2% 11,398 $285K
Cumberland Partners Ltd 0.02% Reduce -11.7% 11,333 $283K
Flagship Harbor Advisors, LLC 0.02% New 11,227 $281K
Faithward Advisors, LLC 0.05% New 11,199 $280K
Personal Cfo Solutions, LLC 0.04% Add +0.3% 11,156 $279K
Pekin Hardy Strauss, Inc. 0.04% No change 11,124 $278K
CIBC Private Wealth Group LLC 0.00% Add +6.6% 11,300 $278K
HB Wealth Management, LLC 0.00% Add +11.1% 11,093 $277K
First Affirmative Financial Network 0.20% Add +4.5% 11,086 $277K
Caprock Group, LLC 0.02% Reduce -1.1% 11,052 $276K
First Nebraska Trust Co 0.03% No change 10,950 $274K
First National Bank & Trust Co. of Newtown 0.06% No change 10,892 $272K
Councilmark Asset Management, LLC 0.20% — 10,886 $272K
Aprio Wealth Management, LLC 0.05% Add +16.6% 10,835 $271K
RNC Capital Management LLC 0.02% Reduce -0.7% 10,800 $270K
Kathmere Capital Management, LLC 0.03% New 10,789 $270K
Knights of Columbus Asset Advisors LLC 0.02% New 10,760 $269K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.1% 10,460 $261K
Seven Mile Advisory 0.20% Add +1.4% 10,344 $258K
Aptus Capital Advisors, LLC 0.01% New 10,318 $258K
Concurrent Investment Advisors, LLC 0.01% New 10,144 $253K
PDS Planning, Inc 0.03% Add +6.5% 9,824 $246K
Napatree Capital LLC 0.24% No change 10,514 $245K
Avantax Advisory Services, Inc. 0.00% New 9,750 $244K
Trust Co of the South 0.06% No change 9,712 $243K
United Capital Financial Advisors, LLC 0.00% New 9,711 $243K
Peregrine Asset Advisers, Inc. 0.10% No change 9,600 $240K
Concourse Financial Group Securities, Inc. 0.02% Reduce -0.9% 9,576 $239K
Forum Financial Management, LP 0.00% No change 9,536 $238K
UMB Bank, n.a. 0.00% Add +99.8% 9,524 $238K
SageView Advisory Group, LLC 0.01% New 1,288 $238K
HighPoint Advisor Group LLC 0.02% Add +1.5% 9,236 $237K
Florida Trust Wealth Management Co 0.01% Add +1.7% 9,414 $235K
Westwood Holdings Group Inc. 0.00% No change 9,343 $233K
Tacita Capital Inc 0.16% Add +99.9% 9,322 $233K
American National Bank & Trust 0.03% No change 9,262 $231K
Tobam 0.02% Add +73.8% 9,199 $230K
NewEdge Wealth, LLC 0.01% Add +2.6% 9,694 $230K
Beacon Pointe Advisors, LLC 0.00% Reduce -16.1% 9,071 $227K
Gratus Capital, LLC 0.01% New 8,838 $221K
Invst, LLC 0.03% New 8,933 $220K
Pinnacle Wealth Planning Services, Inc. 0.03% New 8,781 $219K
Diversified Trust Co. 0.01% New 8,735 $218K
Cornerstone Wealth Management, LLC 0.02% New 8,688 $217K
Equitable Holdings, Inc. 0.00% Reduce -18.4% 8,640 $216K
Lincoln Capital Corp. 0.09% New 8,543 $213K
Stratos Investment Management, LLC 0.02% New 8,452 $211K
Syon Capital LLC 0.02% New 8,430 $211K
Brandes Investment Partners, LP 0.00% Reduce -13.7% 8,417 $210K
SVB Wealth LLC 0.00% New 8,374 $209K
Riverbridge Partners LLC 0.00% New 8,350 $209K
OneAscent Financial Services LLC 0.02% New 8,335 $208K
Keudell/Morrison Wealth Management 0.06% New 8,294 $207K
Greenleaf Trust 0.00% New 8,281 $207K
Brighton Jones LLC 0.01% New 8,252 $206K
Westmount Partners, LLC 0.07% New 8,127 $203K
Fisher Asset Management 0.00% New 8,120 $203K
Mitchell & Pahl Private Wealth, LLC 0.11% Reduce -11.2% 8,084 $202K
Lewis Asset Management, LLC 0.17% New 8,042 $201K
Stonebridge Capital Management Inc. 0.09% New 8,000 $200K
EverSource Wealth Advisors, LLC 0.02% Add +27.4% 8,568 $200K
Pacifica Partners Inc. 0.09% No change 8,209 $199K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -14.8% 10,700 $196K
Blue Trust, Inc. 0.00% Reduce -25.6% 7,790 $195K
Brown Brothers Harriman & Co. 0.00% No change 7,490 $187K
Crewe Advisors LLC 0.02% No change 7,200 $180K
C M Bidwell & Associates Ltd. 0.12% Add +28.3% 6,858 $171K
Macquarie Group Ltd. 0.00% New 6,735 $168K
Harvest Fund Management Co., Ltd 0.01% Add +684.0% 6,437 $161K
GoalVest Advisory LLC 0.05% New 6,400 $160K
LRI Investments, LLC 0.04% — 6,277 $157K
Anchor Investment Management, LLC 0.02% Add +416.7% 6,200 $155K
Parallel Advisors, LLC 0.00% Add +25.2% 6,055 $151K
Estabrook Capital Management 0.02% No change 6,000 $150K
JCIC Asset Management Inc. 0.06% No change 5,915 $148K
First Horizon Advisors, Inc. 0.00% Add +7.7% 5,845 $146K
Castleview Partners, LLC 0.08% No change 5,831 $146K
SG Americas Securities, LLC 0.00% New 5,692 $142K
New England Capital Financial Advisors LLC 0.08% Add +0.0% 5,526 $138K
Grayhawk Investment Strategies Inc. 0.12% Add +30.9% 4,021 $136K
Bank of New Hampshire 0.03% No change 5,223 $131K
CoreCap Advisors, LLC 0.01% New 5,178 $129K
Rowlandmiller & Partners.adv 0.03% No change 5,063 $127K
Colonial Trust Advisors 0.01% Add +64.1% 5,055 $126K
Allworth Financial LP 0.00% Add +77.5% 4,637 $116K
Avior Wealth Management, LLC 0.01% Add +354.8% 4,507 $113K
Global Retirement Partners, LLC 0.00% Reduce -0.8% 4,444 $111K
Key Financial Inc 0.03% No change 4,272 $107K
Aspire Private Capital, LLC 0.03% No change 4,078 $102K
Bfsg, LLC 0.01% Add +2.5% 4,035 $101K
Groupama Asset Managment 0.00% New 3,887 $97K
WASHINGTON TRUST Co 0.00% Reduce -9.9% 3,679 $92K
Armstrong Advisory Group, Inc. 0.01% No change 4,092 $90K
Salem Investment Counselors Inc. 0.00% Reduce -3.2% 3,583 $90K
Kelly Financial Services LLC 0.03% Add +0.1% 3,491 $87K
Voisard Asset Management Group, Inc. 0.05% No change 3,458 $86K
Baldwin Wealth Partners LLC 0.01% No change 3,450 $86K
Parkside Financial Bank & Trust 0.01% No change 3,420 $85K
Private Trust Co. NA 0.01% Reduce -1.7% 3,347 $84K
Hexagon Capital Partners LLC 0.02% Reduce -15.6% 3,234 $81K
St Germain D J Co. Inc. 0.00% No change 3,160 $79K
AdvisorNet Financial, Inc 0.01% Add +0.8% 2,950 $74K
IFP Advisors, Inc 0.00% Reduce -59.9% 2,914 $73K
Capital Analysts, LLC 0.00% Add +0.8% 2,676 $67K
Clearstead Advisors, LLC 0.00% Reduce -10.1% 2,573 $66K
Fernwood Investment Management, LLC 0.02% New 2,567 $64K
Lindbrook Capital, LLC 0.01% Add +1.7% 2,506 $63K
GHP Investment Advisors, Inc. 0.00% No change 2,400 $60K
HM Payson & Co. 0.00% Reduce -8.1% 2,380 $59K
Salomon & Ludwin, LLC 0.01% No change 2,347 $59K
Financial Freedom, LLC 0.03% No change 2,318 $58K
Nemes Rush Group LLC 0.01% No change 2,294 $57K
Spire Wealth Management 0.00% Add +28.6% 2,249 $56K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.4% 2,154 $54K
Janiczek Wealth Management, LLC 0.01% Add +36.5% 2,088 $52K
Indiana Trust & Investment Management Co 0.02% No change 2,078 $52K
Center for Financial Planning, Inc. 0.01% No change 2,074 $52K
Creative Financial Designs Inc. 0.00% New 2,074 $52K
MCF Advisors LLC 0.00% No change 2,000 $50K
Continuum Advisory, LLC 0.01% New 1,934 $50K
Farther Finance Advisors, LLC 0.00% Add +12.7% 2,021 $50K
Pinnacle Bancorp, Inc. 0.01% No change 1,954 $49K
Cutler Group LLC / CA 0.02% New 1,928 $48K
Larson Financial Group LLC 0.00% Reduce -56.4% 1,920 $48K
CENTRAL TRUST Co 0.00% Reduce -19.5% 1,909 $48K
Caldwell Sutter Capital, Inc. 0.02% Add +141.0% 1,894 $47K
Legacy Bridge, LLC 0.03% No change 1,860 $46K
Financial Perspectives, Inc 0.02% Reduce -55.5% 1,766 $44K
Lanark Financial, Inc. 0.00% No change 1,780 $44K
Oliver Lagore Vanvalin Investment Group 0.01% No change 1,759 $44K
WealthCollab, LLC 0.03% No change 1,740 $43K
Bellevue Asset Management, LLC 0.02% No change 1,696 $42K
Smartleaf Asset Management LLC 0.01% Add +428.1% 1,711 $42K
Northwest Capital Management Inc 0.01% No change 1,650 $41K
PFS Partners, LLC 0.03% No change 1,648 $41K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,632 $41K
Barrett & Company, Inc. 0.02% No change 1,535 $38K
Trust Co. of Vermont 0.00% No change 1,533 $38K
Sanctuary Wealth Management, L.L.C. 0.03% No change 1,507 $38K
Riggs Asset Managment Co. Inc. 0.01% No change 1,480 $37K
Goodman Advisory Group, LLC 0.01% No change 1,450 $36K
Centennial Bank 0.02% No change 1,443 $36K
WFA Asset Management Corp 0.02% No change 1,434 $36K
Creekmur Asset Management LLC 0.01% No change 1,343 $34K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,325 $33K
FWL Investment Management, LLC 0.02% Reduce -19.0% 1,280 $32K
Clarity Asset Management, Inc. 0.02% Add +1.0% 1,259 $31K
GPS Wealth Strategies Group, LLC 0.00% Reduce -7.6% 1,209 $30K
Sawyer & Company, Inc 0.01% No change 1,206 $30K
Accordant Advisory Group Inc 0.02% — 1,182 $30K
Pin Oak Investment Advisors Inc. 0.03% No change 1,144 $29K
Bruce G. Allen Investments, LLC 0.02% Add +73.6% 1,156 $29K
JFS Wealth Advisors, LLC 0.00% Reduce -29.0% 1,113 $28K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,475 $27K
Oakworth Capital, Inc. 0.00% No change 1,062 $27K
Valued Wealth Advisors LLC 0.02% No change 1,040 $26K
Caldwell Trust Co 0.00% No change 1,040 $26K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 1,018 $25K
Daiwa Securities Group Inc. 0.00% No change 1,000 $25K
Leonteq Securities AG 0.00% New 1,000 $25K
Main Street Group, LTD 0.01% No change 980 $24K
PSI Advisors, LLC 0.01% No change 958 $24K
Plante Moran Financial Advisors, LLC 0.00% Reduce -33.5% 954 $24K
Harbour Investments, Inc. 0.00% No change 947 $24K
Ancora Advisors LLC 0.00% No change 943 $24K
Mufg Securities (canada), LTD. 0.00% New 938 $23K
Private Wealth Management Group, LLC 0.01% No change 896 $22K
Glen Eagle Advisors, LLC 0.00% No change 864 $22K
CGC Financial Services, LLC 0.01% No change 850 $21K
Asset Dedication, LLC 0.00% No change 842 $21K
Frazier Financial Advisors, LLC 0.02% Add +116.9% 833 $21K
Pacific Center for Financial Services 0.01% No change 817 $20K
Sound Income Strategies, LLC 0.00% No change 791 $20K
Geneos Wealth Management Inc. 0.00% Reduce -12.4% 774 $19K
Keener Financial Planning LLC 0.01% No change 722 $19K
Exchange Traded Concepts, LLC 0.00% Add +569.9% 757 $19K
Operose Advisors LLC 0.01% No change 744 $19K
AllSquare Wealth Management LLC 0.01% No change 724 $18K
Glass Jacobson Investment Advisors llc 0.01% No change 706 $18K
Twin Tree Management, LP 0.00% New 682 $17K
Tsfg, LLC 0.00% No change 689 $17K
Wetzel Investment Advisors, Inc. 0.01% No change 736 $17K
Cullen/Frost Bankers, Inc. 0.00% Reduce -91.0% 650 $16K
Blue Bell Private Wealth Management, LLC 0.00% No change 645 $16K
Carmichael Hill & Associates, Inc. 0.01% No change 637 $16K
Addison Advisors LLC 0.01% No change 605 $15K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 605 $15K
FinTrust Capital Advisors, LLC 0.00% No change 580 $14K
Semmax Financial Advisors Inc. 0.00% Add +1.1% 563 $14K
Rosenberg Matthew Hamilton 0.00% Reduce -43.8% 564 $14K
Missouri Trust & Investment Co 0.01% Reduce -8.3% 550 $14K
Washington Trust Advisors, Inc. 0.00% No change 539 $13K
Bare Financial Services, Inc 0.01% New 572 $13K
RFP Financial Group LLC 0.01% No change 515 $13K
HHM Wealth Advisors, LLC 0.00% No change 504 $13K
MidAtlantic Capital Management, Inc. 0.01% No change 500 $12K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 500 $12K
Naples Money Management LLC 0.01% No change 480 $12K
Hall Laurie J Trustee 0.00% No change 450 $11K
SJS Investment Consulting Inc. 0.00% New 416 $10K
Guardian Wealth Management, Inc. 0.01% No change 414 $10K
Zions Bancorporation, N.A. 0.00% No change 404 $10K
Headlands Technologies LLC 0.00% New 387 $10K
Versant Capital Management, Inc 0.00% No change 384 $10K
Cambridge Trust Co. 0.00% No change 378 $9K
Gen-Wealth Partners Inc 0.00% — 372 $9K
Tyler-Stone Wealth Management 0.00% No change 362 $9K
Financial Management Professionals, Inc. 0.00% No change 356 $9K
Field & Main Bank 0.00% No change 355 $9K
Tucker Asset Management LLC 0.00% Reduce -89.4% 350 $9K
Sachetta, LLC 0.00% No change 378 $8K
First Community Trust NA 0.01% No change 334 $8K
First United Bank & Trust 0.00% No change 327 $8K
Optimum Investment Advisors 0.00% No change 312 $8K
Sandy Spring Bank 0.00% No change 286 $7K
TFC Financial Management, Inc. 0.00% New 270 $7K
Mather Group, Llc. 0.00% New 302 $7K
Arrow Financial Corp 0.00% No change 236 $6K
FSA Wealth Management LLC 0.00% No change 218 $5K
Raleigh Capital Management Inc. 0.00% Add +0.9% 216 $5K
Legend Financial Advisors, Inc. 0.00% No change 200 $5K
Rothschild Investment LLC 0.00% New 180 $4K
Raffa Wealth Management, LLC 0.00% No change 172 $4K
CVA Family Office, LLC 0.00% No change 169 $4K
Clear Point Advisors Inc. 0.00% No change 168 $4K
RE Dickinson Investment Advisors, LLC 0.00% No change 144 $4K
Impact Partnership Wealth, LLC 0.00% No change 145 $4K
Iron Horse Wealth Management, LLC 0.00% No change 139 $3K
Adirondack Trust Co. 0.00% No change 134 $3K
Country Trust Bank 0.00% No change 129 $3K
Penserra Capital Management LLC 0.00% No change 147 $3K
Carolinas Wealth Consulting LLC 0.00% New 111 $3K
Richard W. Paul & Associates, LLC 0.00% No change 101 $3K
Prestige Wealth Management Group LLC 0.00% No change 100 $2K
Palisade Asset Management, LLC 0.00% New 86 $2K
St. Johns Investment Management Company, LLC 0.00% No change 84 $2K
Harbor Investment Advisory, LLC 0.00% No change 83 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 70 $2K
First Manhattan Co. Llc. 0.00% No change 80 $2K
Institutional & Family Asset Management, LLC 0.00% Add +1.4% 71 $2K
Stephens Consulting, LLC 0.00% No change 68 $2K
Rise Advisors, LLC 0.00% Add +2.0% 52 $1K
Sunbelt Securities, Inc. 0.00% No change 50 $1K
Coston, McIsaac & Partners 0.00% No change 79 $1K
Cornerstone Planning Group LLC 0.00% Reduce -90.3% 39 $937
Bogart Wealth, LLC 0.00% No change 31 $775

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