Manulife FinancialMFC
13F holders, Q2 2024 (June 30)640holders +8
52new positions
41sold out
6famous investors
$26.67avg. 13F price*
At the end of Q2 2024, 640 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 8 from Q1 2024. 52 opened new positions and 41 sold out. The largest holders were Royal Bank of Canada ($4.3B), Vanguard Group Inc. ($2.0B) and Bank of Montreal ($1.4B). 6 famous investors held it, including Jeremy Grantham (0.4% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Manulife Financial Corp.
- CUSIP
- 56501R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $338.7M |
| Exits | 41 | $310.7M |
All 13F filers, Q1 2024 → Q2 2024: 72,030,500 shares bought and 67,180,809 shares sold, net +4,849,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 640 holders
| Royal Bank of Canada | 1.03% | Add +1.3% | 160,693,266 | $4.3B |
| Vanguard Group Inc. | 0.04% | Add +1.3% | 73,259,061 | $2.0B |
| Bank of Montreal | 0.43% | Reduce -22.1% | 53,064,877 | $1.4B |
| TD Asset Management Inc | 0.85% | Reduce -1.2% | 34,171,012 | $909.7M |
| FIL Ltd | 0.76% | Add +83.1% | 28,814,111 | $767.3M |
| Cibc World Market Inc. | 1.69% | Add +5.4% | 25,628,257 | $682.2M |
| Mackenzie Financial Corp. | 1.01% | Reduce -3.8% | 25,504,843 | $679.2M |
| National Bank of Canada | 1.02% | Reduce -14.1% | 24,734,044 | $654.0M |
| CIBC Asset Management Inc | 2.29% | Reduce -0.1% | 24,179,905 | $643.5M |
| Toronto Dominion Bank | 1.03% | Add +3.2% | 24,057,503 | $640.4M |
| Norges Bank | 0.09% | Reduce -0.3% | 21,386,479 | $569.6M |
| Beutel, Goodman & Co Ltd. | 3.03% | Reduce -7.1% | 21,381,445 | $569.2M |
| 1832 Asset Management L.P. | 0.95% | Add +34.3% | 19,723,609 | $525.0M |
| JARISLOWSKY, FRASER Ltd | 3.00% | Reduce -7.1% | 18,560,925 | $494.2M |
| Federation des caisses Desjardins du Quebec | 2.35% | Add +192.1% | 16,224,827 | $437.1M |
| Bank of Nova Scotia | 0.85% | Reduce -20.5% | 16,179,659 | $430.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.40% | Add +54.3% | 12,508,969 | $333.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +3.5% | 12,453,658 | $331.5M |
| Legal & General Group Plc | 0.09% | Add +0.3% | 11,693,204 | $311.3M |
| Scotia Capital Inc. | 1.79% | Reduce -1.5% | 11,484,708 | $305.6M |
| Amundi | 0.11% | Reduce -13.7% | 9,245,188 | $289.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -1.0% | 10,003,207 | $266.3M |
| Wells Fargo & Company | 0.07% | Reduce -0.8% | 9,945,108 | $264.7M |
| Harding Loevner LP | 1.42% | Add +641.7% | 9,687,824 | $257.9M |
| Letko, Brosseau & Associates Inc. | 4.72% | Reduce -13.9% | 9,340,152 | $248.7M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -5.0% | 8,522,073 | $226.9M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -9.6% | 7,787,376 | $207.3M |
| Geode Capital Management, LLC | 0.02% | Add +4.6% | 7,656,743 | $206.3M |
| Morgan Stanley | 0.02% | Reduce -1.6% | 7,640,062 | $203.4M |
| Capital World Investors | 0.03% | Add +20.6% | 7,443,259 | $198.2M |
| TD Waterhouse Canada Inc. | 1.69% | Reduce -1.4% | 7,105,594 | $188.1M |
| AustralianSuper Pty Ltd | 0.88% | Reduce -3.4% | 5,701,911 | $151.9M |
| Swiss National Bank | 0.10% | Reduce -1.0% | 5,404,500 | $143.8M |
| Canada Pension Plan Investment Board | 0.14% | Reduce -1.8% | 5,373,462 | $143.1M |
| Alberta Investment Management Corp | 1.52% | Add +23.0% | 5,142,541 | $136.9M |
| Cardinal Capital Management, Inc. | 5.22% | Reduce -1.8% | 5,097,367 | $135.7M |
| Charles Schwab Investment Management Inc. | 0.03% | New | 5,028,714 | $133.9M |
| GMO | 0.43% | Reduce -0.1% | 4,747,891 | $126.4M |
| Lord, Abbett & Co. LLC | 0.41% | Add +6.6% | 4,651,446 | $123.8M |
| Acadian Asset Management LLC | 0.32% | Add +288.4% | 3,943,509 | $105.0M |
| Invesco Ltd. | 0.02% | Reduce -2.2% | 3,588,652 | $95.5M |
| Intact Investment Management Inc. | 3.51% | Reduce -2.9% | 3,528,775 | $94.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 3,286,877 | $87.5M |
| CANADA LIFE ASSURANCE Co | 0.16% | Reduce -1.6% | 3,193,645 | $85.0M |
| Man Group plc | 0.21% | Reduce -18.3% | 2,918,155 | $77.7M |
| Deutsche Bank AG | 0.03% | Add +12.9% | 2,892,672 | $77.0M |
| M&G PLC | 0.52% | Reduce -6.5% | 2,813,706 | $75.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.34% | Reduce -26.1% | 3,600,170 | $70.0M |
| Bank of America Corp. | 0.01% | Reduce -9.2% | 2,562,969 | $68.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.3% | 2,303,580 | $61.3M |
| DekaBank Deutsche Girozentrale | 0.10% | Add +2.7% | 2,145,519 | $56.7M |
| Aviva PLC | 0.15% | Add +22.5% | 2,058,720 | $54.8M |
| Addenda Capital Inc. | 2.11% | Reduce -3.0% | 1,477,176 | $53.8M |
| Allianz Asset Management GmbH | 0.09% | Reduce -51.2% | 2,021,212 | $53.8M |
| Clearbridge Investments, LLC | 0.04% | Reduce -3.4% | 2,013,264 | $53.6M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.5% | 1,998,825 | $53.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 1,931,961 | $51.4M |
| Agf Management Ltd. | 0.28% | Reduce -10.8% | 1,490,961 | $51.0M |
| Franklin Resources Inc. | 0.01% | Add +43.7% | 1,708,782 | $45.5M |
| Northern Trust Corp. | 0.01% | Reduce -4.2% | 1,677,432 | $44.7M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -0.2% | 1,630,383 | $43.4M |
| Triasima Portfolio Management inc. | 3.85% | Add +40.4% | 1,581,088 | $42.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +22.1% | 1,529,376 | $40.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 4.50% | Reduce -6.5% | 1,390,531 | $37.1M |
| Neuberger Berman Group LLC | 0.03% | Reduce -5.2% | 1,378,356 | $36.7M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 2.79% | Reduce -0.4% | 1,367,608 | $36.4M |
| Zurich Insurance Group Ltd | 0.31% | New | 1,345,197 | $35.8M |
| BlackRock Inc. | 0.00% | Reduce -11.9% | 1,326,542 | $35.3M |
| Guardian Capital LP | 1.31% | Reduce -6.1% | 1,307,281 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.3% | 1,255,008 | $33.4M |
| Korea Investment CORP | 0.08% | Reduce -32.0% | 1,198,826 | $31.9M |
| O'shaughnessy Asset Management, LLC | 0.33% | Add +0.7% | 1,186,277 | $31.6M |
| Caisse de depot et placement du Quebec | 0.08% | New | 1,172,630 | $31.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.19% | Add +1210.7% | 1,161,059 | $30.9M |
| Jane Street Group, LLC | 0.03% | Reduce -28.4% | 1,090,194 | $29.0M |
| UBS Group AG | 0.01% | Add +2.6% | 1,074,259 | $28.6M |
| State of Tennessee, Department of Treasury | 0.10% | Reduce -1.4% | 1,042,656 | $27.8M |
| American Century Companies Inc. | 0.02% | Reduce -10.5% | 998,490 | $26.6M |
| Two Sigma Investments, LP | 0.06% | Reduce -54.3% | 957,815 | $25.5M |
| Mufg Securities (canada), LTD. | 1.67% | Add +101229.7% | 950,473 | $25.3M |
| Achmea Investment Management B.V. | 0.44% | Reduce -5.9% | 921,963 | $24.5M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -43.8% | 888,372 | $24.0M |
| Susquehanna Fundamental Investments, LLC | 0.55% | Add +171.3% | 900,000 | $24.0M |
| Galibier Capital Management Ltd. | 5.86% | Reduce -19.9% | 884,276 | $23.5M |
| Bank of Nova Scotia Trust Co. | 2.34% | Reduce -2.4% | 788,290 | $21.0M |
| Citigroup Inc. | 0.02% | Add +10.7% | 787,964 | $21.0M |
| Focus Partners Wealth | 0.07% | Reduce -0.5% | 745,509 | $19.8M |
| Mn Services Vermogensbeheer B.V. | 0.14% | Reduce -2.8% | 709,837 | $18.9M |
| AXA S.A. | 0.06% | Reduce -24.0% | 696,492 | $18.5M |
| Varma Mutual Pension Insurance Co | 0.15% | Reduce -12.3% | 681,439 | $18.1M |
| Hillsdale Investment Management Inc. | 1.42% | Reduce -40.3% | 676,960 | $18.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -24.6% | 665,486 | $17.7M |
| Heathbridge Capital Management Ltd. | 7.33% | Reduce -7.0% | 650,350 | $17.3M |
| USS Investment Management Ltd | 0.13% | Add +0.8% | 595,134 | $15.9M |
| Waratah Capital Advisors Ltd. | 0.95% | Add +15.9% | 589,037 | $15.7M |
| Assetmark, Inc. | 0.05% | Add +0.6% | 570,954 | $15.2M |
| LPL Financial LLC | 0.01% | Add +13.4% | 547,491 | $14.6M |
| Bridgewater Associates | 0.07% | New | 520,857 | $13.9M |
| Dixon Mitchell Investment Counsel Inc. | 0.68% | Add +3.0% | 509,478 | $13.6M |
| Lombard Odier Asset Management (Europe) Ltd | 0.91% | New | 500,000 | $13.3M |
| Northwest & Ethical Investments L.P. | 0.37% | Reduce -6.2% | 483,031 | $12.9M |
| Cidel Asset Management Inc. | 0.98% | Reduce -1.6% | 476,142 | $12.7M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.43% | Reduce -4.4% | 475,497 | $12.6M |
| Barclays PLC | 0.01% | Add +1.8% | 463,457 | $12.3M |
| Forsta Ap-Fonden | 0.11% | Reduce -14.6% | 462,900 | $12.3M |
| Vontobel Holding Ltd. | 0.04% | No change | 455,959 | $12.1M |
| Crestwood Advisors Group, LLC | 0.24% | Add +0.3% | 437,698 | $11.7M |
| Grace & White Inc. | 2.21% | Reduce -0.5% | 436,005 | $11.6M |
| Two Sigma Advisers, LP | 0.03% | Reduce -58.0% | 429,555 | $11.4M |
| Sienna Gestion | 0.99% | No change | 418,239 | $11.1M |
| Promethos Capital, LLC | 4.20% | Add +0.2% | 417,645 | $11.1M |
| Onex Canada Asset Management Inc. | 1.20% | Reduce -30.1% | 380,248 | $10.5M |
| FMR LLC | 0.00% | Reduce -3.3% | 391,441 | $10.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.5% | 385,880 | $10.3M |
| First Trust Advisors LP | 0.01% | Add +20.7% | 337,418 | $9.0M |
| Foster & Motley Inc. | 0.60% | Add +1.2% | 326,540 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 316,956 | $8.4M |
| US Bancorp \de | 0.01% | Reduce 0.0% | 316,576 | $8.4M |
| Raymond James & Associates | 0.01% | Add +0.2% | 316,333 | $8.4M |
| D. E. Shaw & Co. | 0.01% | Add +350.3% | 308,027 | $8.2M |
| Wellington Management Group LLP | 0.00% | Reduce -34.9% | 278,841 | $7.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -5.4% | 265,872 | $7.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.08% | No change | 265,000 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 227,632 | $6.9M |
| Citadel Advisors | 0.01% | Reduce -76.7% | 252,463 | $6.7M |
| Cyndeo Wealth Partners, LLC | 0.51% | Add +4.4% | 242,973 | $6.5M |
| APG Asset Management N.V. | 0.01% | Reduce -69.9% | 256,552 | $6.4M |
| Hennessy Advisors Inc. | 0.24% | Reduce -2.1% | 238,100 | $6.3M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.3% | 236,233 | $6.3M |
| PCJ Investment Counsel Ltd. | 2.49% | Add +30.8% | 225,791 | $6.0M |
| Janus Henderson Group PLC | 0.00% | Add +17.8% | 214,808 | $5.7M |
| Caldwell Investment Management Ltd. | 4.30% | Add +37.1% | 214,800 | $5.7M |
| Maryland State Retirement & Pension System | 0.10% | Add +19.4% | 211,775 | $5.6M |
| Aviso Financial Inc. | 0.30% | — | 211,330 | $5.5M |
| Guardian Capital Advisors LP | 0.57% | Reduce -6.1% | 199,369 | $5.4M |
| Utah Retirement Systems | 0.06% | Reduce -6.0% | 202,119 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +1.1% | 201,873 | $5.4M |
| Gold Investment Management Ltd. | 2.24% | Reduce -11.7% | 199,014 | $5.3M |
| Lorne Steinberg Wealth Management Inc. | 1.66% | Reduce -1.3% | 194,180 | $5.2M |
| Truist Financial Corp. | 0.01% | Reduce -5.7% | 191,044 | $5.1M |
| Mariner, LLC | 0.01% | Reduce -0.9% | 189,978 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -13.8% | 188,907 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.1% | 184,837 | $4.9M |
| Ritholtz Wealth Management | 0.16% | Reduce -0.9% | 183,392 | $4.9M |
| Natixis | 0.03% | Reduce -82.2% | 177,842 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +9.0% | 173,613 | $4.6M |
| Barometer Capital Management Inc. | 1.77% | Add +201.4% | 125,674 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Add +50.0% | 171,525 | $4.6M |
| Creative Planning | 0.00% | Add +0.1% | 166,894 | $4.4M |
| Barry Investment Advisors, LLC | 1.49% | Reduce -7.8% | 166,360 | $4.4M |
| Crossmark Global Holdings, Inc. | 0.08% | Reduce -4.5% | 154,036 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +5.5% | 152,865 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +145.4% | 152,365 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -40.3% | 147,824 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 144,941 | $3.9M |
| Fifth Third Bancorp | 0.01% | Reduce -8.3% | 144,113 | $3.8M |
| Millennium Management | 0.00% | Reduce -84.1% | 142,377 | $3.8M |
| Quantinno Capital Management LP | 0.07% | Add +11.8% | 141,643 | $3.8M |
| Principal Financial Group Inc. | 0.00% | Add +8.9% | 141,400 | $3.8M |
| Twin Tree Management, LP | 0.11% | Add +20328.5% | 139,322 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.8% | 138,630 | $3.7M |
| Ossiam | 0.07% | Reduce -0.5% | 136,210 | $3.6M |
| DeepCurrents Investment Group LLC | 5.86% | New | 130,171 | $3.5M |
| Spinnaker Trust | 0.22% | Add +0.2% | 128,186 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -61.0% | 128,004 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 123,300 | $3.4M |
| Ninepoint Partners LP | 0.37% | Reduce -3.4% | 127,928 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.2% | 127,340 | $3.4M |
| Vident Advisory, LLC | 0.09% | Reduce -18.9% | 117,832 | $3.1M |
| Trustmark Bank Trust Department | 0.25% | New | 117,635 | $3.1M |
| Rathbones Group PLC | 0.02% | Reduce -2.1% | 114,150 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -6.6% | 109,467 | $2.9M |
| Louisbourg Investments Inc. | 0.79% | Add +3.4% | 105,773 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -3.1% | 105,238 | $2.8M |
| GQG Partners LLC | 0.00% | Add +37.7% | 105,211 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.2% | 104,189 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 103,477 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +7.1% | 103,054 | $2.7M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -14.2% | 101,525 | $2.7M |
| SIG North Trading, ULC | 0.67% | Reduce -50.9% | 97,458 | $2.6M |
| Fiera Capital Corp | 0.01% | Reduce -10.4% | 97,342 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.9% | 97,055 | $2.6M |
| Cerity Partners LLC | 0.01% | Reduce -14.6% | 96,220 | $2.6M |
| Bridge Creek Capital Management LLC | 0.82% | Reduce -0.2% | 95,955 | $2.6M |
| UniSuper Management Pty Ltd | 0.02% | Add +169.8% | 69,077 | $2.5M |
| Keybank National Association | 0.01% | Reduce -2.8% | 94,236 | $2.5M |
| Stamos Capital Partners, L.P. | 0.53% | Reduce -21.8% | 94,200 | $2.5M |
| Intech Investment Management LLC | 0.03% | Add +37.6% | 93,872 | $2.5M |
| Wambolt & Associates, LLC | 0.71% | Add +2.2% | 92,871 | $2.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +16.6% | 88,145 | $2.3M |
| Choreo, LLC | 0.04% | New | 88,896 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -2.4% | 87,576 | $2.3M |
| Claret Asset Management Corp | 0.42% | Reduce -3.0% | 87,365 | $2.3M |
| Credit Agricole S A | 0.01% | Add +142.6% | 86,643 | $2.3M |
| Bessemer Group Inc. | 0.00% | No change | 86,615 | $2.3M |
| Investment Management Corp of Ontario | 0.06% | Reduce -1.5% | 86,495 | $2.3M |
| Madison Asset Management, LLC | 0.03% | Reduce -21.2% | 85,067 | $2.3M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | No change | 82,200 | $2.2M |
| Argent Trust Co | 0.09% | Reduce -7.4% | 80,641 | $2.1M |
| Mediolanum International Funds Ltd | 0.03% | Reduce -5.4% | 86,078 | $2.1M |
| Metis Global Partners, LLC | 0.07% | Add +3.3% | 77,539 | $2.1M |
| AEGON ASSET MANAGEMENT UK Plc | 0.03% | No change | 77,122 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 76,512 | $2.0M |
| CenterBook Partners LP | 0.13% | Add +34.9% | 75,764 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.2% | 74,562 | $2.0M |
| United Services Automobile Association | 0.05% | Add +8.1% | 71,535 | $1.9M |
| Richard P Slaughter Associates Inc | 0.45% | Add +3.0% | 71,178 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +23.0% | 69,901 | $1.9M |
| Americana Partners, LLC | 0.15% | Reduce -0.8% | 69,603 | $1.9M |
| Erste Asset Management GmbH | 0.02% | No change | 68,900 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +12.7% | 68,597 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -98.7% | 66,761 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +4.2% | 66,649 | $1.8M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -31.4% | 66,148 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.4% | 65,938 | $1.8M |
| Norris Financial Group, LLC | 0.91% | Reduce -10.5% | 65,827 | $1.8M |
| Pitcairn Co. | 0.09% | Add +13.8% | 58,397 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +28.7% | 57,579 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +6.9% | 56,705 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +130.6% | 54,049 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | Add +1.3% | 52,394 | $1.4M |
| Caprock Group, LLC | 0.06% | Add +372.0% | 52,170 | $1.4M |
| LMG Wealth Partners, LLC | 0.34% | Add +7.3% | 51,678 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 51,530 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | No change | 50,805 | $1.4M |
| Signaturefd, LLC | 0.03% | Add +4.3% | 50,649 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -54.6% | 50,513 | $1.3M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -35.5% | 36,760 | $1.3M |
| Qtron Investments LLC | 0.19% | Add +39.5% | 50,130 | $1.3M |
| DGS Capital Management, LLC | 0.37% | Add +5.5% | 49,972 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 48,418 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +50.1% | 47,611 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Add +30.8% | 46,512 | $1.2M |
| Capstone Investment Advisors, LLC | 0.05% | New | 45,673 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.43% | Add +10.5% | 45,562 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.7% | 44,643 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | New | 44,049 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +26.5% | 43,443 | $1.2M |
| Sageworth Trust Co | 0.07% | No change | 43,048 | $1.1M |
| Independent Advisor Alliance | 0.04% | Add +23.1% | 41,914 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | New | 41,294 | $1.1M |
| Versor Investments LP | 0.20% | Add +39.7% | 40,800 | $1.1M |
| Hollencrest Capital Management | 0.05% | No change | 40,786 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -19.2% | 40,696 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 40,423 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 40,267 | $1.1M |
| Benjamin Edwards Inc. | 0.21% | Add +11.3% | 40,230 | $1.1M |
| Lighthouse Investment Partners, LLC | 0.06% | Reduce -69.1% | 40,155 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -7.2% | 39,789 | $1.1M |
| Advisory Resource Group | 0.23% | Reduce -1.6% | 37,593 | $1.0M |
| Todd Asset Management LLC | 0.02% | Add +0.4% | 37,492 | $998K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.3% | 36,393 | $969K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.3% | 36,393 | $969K |
| Regions Financial Corp. | 0.01% | Add +6.0% | 36,292 | $966K |
| Pathstone Holdings, LLC | 0.00% | Add +2.0% | 36,233 | $965K |
| First Trust Direct Indexing L.P. | 0.06% | Add +2.8% | 35,845 | $954K |
| State of Wyoming | 0.16% | Reduce -13.5% | 35,576 | $947K |
| Daymark Wealth Partners, LLC | 0.04% | New | 34,290 | $913K |
| Bokf, NA | 0.02% | Reduce -1.3% | 33,898 | $902K |
| Cigna Investments Inc. | 0.17% | Reduce -0.1% | 33,550 | $893K |
| Burke & Herbert Bank & Trust Co. | 0.21% | Add +69.9% | 33,149 | $882K |
| Allianz SE | 0.03% | New | 32,995 | $878K |
| Schechter Investment Advisors, LLC | 0.07% | Add +0.6% | 32,927 | $877K |
| Verition Fund Management LLC | 0.01% | Add +10.6% | 32,535 | $866K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -6.9% | 31,958 | $851K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 31,107 | $828K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.5% | 30,456 | $811K |
| Hoge Financial Services, LLC | 0.66% | Add +5.0% | 30,399 | $809K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.9% | 30,258 | $805K |
| One Wealth Advisors, LLC | 0.17% | Add +1.7% | 31,975 | $802K |
| Sumitomo Life Insurance Co. | 0.02% | New | 29,842 | $794K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 29,842 | $794K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -12.7% | 29,742 | $792K |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Reduce -5.0% | 29,718 | $791K |
| Tacita Capital Inc | 0.55% | Add +213.3% | 29,203 | $777K |
| S. R. Schill & Associates | 0.34% | Reduce -41.0% | 29,188 | $777K |
| Kovack Advisors, Inc. | 0.09% | Reduce -0.8% | 29,065 | $774K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.9% | 28,882 | $769K |
| Engineers Gate Manager LP | 0.02% | Reduce -50.8% | 28,380 | $756K |
| Coastline Trust Co | 0.09% | No change | 28,320 | $754K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +1.2% | 28,116 | $748K |
| Burney Co./ | 0.03% | Reduce -10.9% | 27,966 | $744K |
| Gateway Investment Advisers LLC | 0.01% | No change | 27,941 | $744K |
| Signet Financial Management, LLC | 0.10% | Add +3.6% | 27,889 | $742K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.3% | 27,695 | $737K |
| WCG Wealth Advisors LLC | 0.05% | Add +51.9% | 27,561 | $734K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.8% | 26,101 | $695K |
| Sanctuary Advisors, LLC | 0.01% | — | 29,469 | $692K |
| Archer Investment Corp | 0.20% | No change | 25,700 | $684K |
| Evergreen Capital Management LLC | 0.02% | Add +13.0% | 25,608 | $682K |
| Gotham Asset Management | 0.01% | Add +15.0% | 25,548 | $680K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +0.9% | 25,400 | $676K |
| Blair William & Co. | 0.00% | Add +14.3% | 25,271 | $673K |
| Gifford Fong Associates | 0.18% | No change | 25,000 | $666K |
| Candriam S.C.A. | 0.00% | Reduce -11.7% | 24,610 | $655K |
| AlphaCore Capital LLC | 0.16% | No change | 24,467 | $651K |
| WMS Partners, LLC | 0.04% | Reduce -0.3% | 24,339 | $648K |
| Pegasus Partners Ltd. | 0.07% | Add +0.9% | 24,257 | $646K |
| FineMark National Bank & Trust | 0.02% | Reduce -0.4% | 24,154 | $643K |
| Core Alternative Capital | 0.13% | Add +0.6% | 24,085 | $641K |
| MAI Capital Management | 0.01% | Add +14.9% | 24,055 | $640K |
| Montag A & Associates Inc. | 0.03% | No change | 23,574 | $628K |
| Wedbush Securities Inc. | 0.02% | Add +7.9% | 23,264 | $619K |
| Whittier Trust Co. | 0.01% | Reduce -0.4% | 23,262 | $619K |
| Huntington National Bank | 0.01% | Add +28.7% | 22,982 | $612K |
| Wealth Alliance, LLC | 0.08% | Reduce -4.3% | 22,949 | $611K |
| Little House Capital LLC | 0.19% | New | 22,619 | $602K |
| Brown, Lisle/Cummings, Inc. | 0.20% | Reduce -33.0% | 22,528 | $600K |
| Atlas Capital Advisors Inc. | 0.07% | Add +3.4% | 21,477 | $572K |
| Raymond James Trust N.A. | 0.01% | Reduce -10.8% | 21,377 | $569K |
| Hilltop National Bank | 0.18% | No change | 21,074 | $561K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -5.9% | 20,669 | $550K |
| BayBridge Capital Group, LLC | 0.43% | Add +0.9% | 20,667 | $550K |
| Hendershot Investments Inc. | 0.08% | Reduce -1.4% | 20,610 | $549K |
| PFG Advisors | 0.04% | Add +16.6% | 20,578 | $548K |
| Resources Management Corp. /CT/ | 0.08% | Reduce -3.0% | 20,540 | $547K |
| Brown Advisory Inc. | 0.00% | No change | 20,312 | $541K |
| Graham Capital Management, L.P. | 0.03% | Reduce -56.3% | 20,160 | $537K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -7.4% | 19,437 | $517K |
| Compound Planning, Inc. | 0.04% | Add +30.6% | 19,389 | $516K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +33.9% | 19,170 | $510K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -1.7% | 18,919 | $504K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.4% | 18,736 | $499K |
| Vise Technologies, Inc. | 0.09% | Add +2.1% | 18,420 | $490K |
| Baker Tilly Wealth Management, LLC | 0.20% | Reduce -35.5% | 18,247 | $486K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.3% | 17,765 | $473K |
| Glenmede Trust Co. NA | 0.00% | Reduce -17.4% | 17,760 | $473K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +175.6% | 17,739 | $472K |
| K.J. Harrison & Partners Inc | 0.08% | Add +12.8% | 17,615 | $469K |
| Savant Capital, LLC | 0.00% | Add +16.6% | 17,464 | $465K |
| Boothe Investment Group, Inc. | 0.21% | No change | 17,450 | $459K |
| &partners | 0.02% | Add +50.1% | 17,107 | $455K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 16,946 | $451K |
| Bowen Hanes & Co. Inc. | 0.01% | Reduce -2.3% | 16,870 | $449K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.4% | 16,805 | $447K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +0.0% | 16,762 | $446K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -3.6% | 16,462 | $438K |
| West Family Investments, Inc. | 0.13% | No change | 16,253 | $433K |
| Bridges Investment Management Inc. | 0.01% | New | 16,164 | $430K |
| Prudential PLC | 0.00% | Reduce -98.6% | 16,007 | $426K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | Reduce -28.6% | 15,894 | $423K |
| Invst, LLC | 0.05% | Add +78.7% | 15,965 | $420K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.2% | 15,645 | $416K |
| Fayez Sarofim & Co | 0.00% | No change | 15,593 | $415K |
| Wealthspire Advisors, LLC | 0.01% | No change | 15,557 | $414K |
| Callan Capital, LLC | 0.03% | Add +13.6% | 15,453 | $411K |
| Summitry LLC | 0.02% | Add +16.1% | 15,425 | $411K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 15,301 | $407K |
| Principal Securities, Inc. | 0.01% | Add +7.8% | 15,207 | $405K |
| Checchi Capital Advisers, LLC | 0.03% | Add +0.3% | 15,171 | $404K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -26.9% | 15,123 | $403K |
| Strategic Blueprint, LLC | 0.03% | New | 14,692 | $391K |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.0% | 14,507 | $386K |
| Wesbanco Bank Inc. | 0.01% | No change | 14,469 | $385K |
| Prelude Capital Management, LLC | 0.03% | New | 14,400 | $383K |
| Baron Wealth Management LLC | 0.19% | Add +14.2% | 14,070 | $375K |
| Legacy Capital Group California, Inc. | 0.13% | Add +7.0% | 13,930 | $371K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -26.8% | 13,924 | $371K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 13,872 | $369K |
| Stephens Inc. | 0.01% | Reduce -2.8% | 13,753 | $366K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.2% | 13,294 | $354K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.7% | 13,283 | $354K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -0.2% | 13,277 | $353K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +16.9% | 13,121 | $349K |
| Avantax Advisory Services, Inc. | 0.00% | Add +33.3% | 12,999 | $346K |
| Synovus Financial Corp. | 0.00% | Add +0.1% | 12,924 | $344K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +20.7% | 12,913 | $344K |
| Verum Partners LLC | 0.11% | No change | 12,851 | $342K |
| SVB Wealth LLC | 0.01% | Add +52.9% | 12,801 | $341K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -20.7% | 12,760 | $340K |
| Lido Advisors, LLC | 0.00% | New | 12,751 | $339K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.2% | 12,569 | $339K |
| Cwm, LLC | 0.00% | Reduce -16.1% | 12,746 | $339K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -3.9% | 13,981 | $338K |
| Trek Financial, LLC | 0.03% | Add +6.3% | 12,563 | $334K |
| Park Avenue Securities LLC | 0.00% | Add +4.8% | 12,440 | $331K |
| Kathmere Capital Management, LLC | 0.03% | Add +11.9% | 12,071 | $321K |
| Financial Counselors Inc. | 0.01% | Reduce -3.1% | 12,061 | $321K |
| Blue Trust, Inc. | 0.00% | Add +64.6% | 12,820 | $320K |
| Websterrogers Financial Advisors, LLC | 0.11% | No change | 12,026 | $320K |
| Karpas Strategies, LLC | 0.10% | No change | 12,000 | $319K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -5.6% | 11,973 | $319K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +14.0% | 11,928 | $318K |
| Gulf International Bank (UK) Ltd | 0.01% | No change | 11,882 | $316K |
| Crescent Grove Advisors, LLC | 0.03% | Add +0.8% | 11,858 | $316K |
| Selective Wealth Management, Inc. | 0.14% | Reduce -4.2% | 11,420 | $308K |
| Lincoln Capital Corp. | 0.13% | Add +35.1% | 11,543 | $307K |
| Aprio Wealth Management, LLC | 0.06% | Add +5.9% | 11,470 | $305K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.5% | 11,406 | $304K |
| Value Partners Investments Inc. | 0.03% | Reduce -4.2% | 11,261 | $300K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 11,124 | $296K |
| HB Wealth Management, LLC | 0.00% | No change | 11,093 | $295K |
| Faithward Advisors, LLC | 0.05% | Reduce -1.4% | 11,037 | $294K |
| Commerce Bank | 0.00% | Reduce -8.3% | 11,020 | $293K |
| Guggenheim Capital LLC | 0.00% | Reduce -21.7% | 10,971 | $292K |
| First Nebraska Trust Co | 0.03% | No change | 10,950 | $291K |
| First Affirmative Financial Network | 0.20% | Reduce -1.4% | 10,927 | $291K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 10,892 | $290K |
| Councilmark Asset Management, LLC | 0.21% | No change | 10,886 | $290K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 10,760 | $286K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.1% | 10,759 | $286K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -3.6% | 10,750 | $286K |
| D.A. Davidson & Co. | 0.00% | Reduce -19.9% | 10,598 | $282K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,546 | $281K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.9% | 10,519 | $280K |
| Napatree Capital LLC | 0.23% | Reduce -0.6% | 10,450 | $278K |
| Seven Mile Advisory | 0.20% | Reduce -0.3% | 10,310 | $274K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.1% | 10,223 | $272K |
| RNC Capital Management LLC | 0.01% | Reduce -6.3% | 10,125 | $270K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -88.8% | 9,900 | $264K |
| OneDigital Investment Advisors LLC | 0.00% | New | 9,900 | $264K |
| PDS Planning, Inc | 0.03% | Add +0.2% | 9,844 | $262K |
| Tobam | 0.04% | Reduce -22.0% | 7,173 | $261K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.1% | 9,696 | $258K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 9,675 | $258K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.7% | 9,641 | $257K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 9,600 | $256K |
| Eagle Harbor Asset Management Inc. | 0.27% | Reduce -20.8% | 9,587 | $255K |
| Rhumbline Advisers | 0.00% | Reduce -30.1% | 9,586 | $255K |
| Forum Financial Management, LP | 0.00% | No change | 9,536 | $254K |
| World Investment Advisors | 0.02% | New | 9,491 | $253K |
| Florida Trust Wealth Management Co | 0.01% | No change | 9,414 | $251K |
| Westwood Holdings Group Inc. | 0.00% | No change | 9,343 | $249K |
| UMB Bank, n.a. | 0.00% | Reduce -2.5% | 9,289 | $247K |
| American National Bank & Trust | 0.03% | No change | 9,262 | $247K |
| HighPoint Advisor Group LLC | 0.01% | Add +2.2% | 9,439 | $246K |
| Equitable Holdings, Inc. | 0.00% | Add +6.3% | 9,185 | $245K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 9,080 | $242K |
| Stratos Investment Management, LLC | 0.02% | Add +7.0% | 9,039 | $241K |
| Trust Co of the South | 0.06% | Reduce -7.1% | 9,021 | $240K |
| D'Orazio & Associates, Inc. | 0.04% | New | 8,987 | $239K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +4.0% | 8,907 | $237K |
| Gratus Capital, LLC | 0.01% | No change | 8,838 | $235K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +1.3% | 8,803 | $234K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 8,781 | $234K |
| Csenge Advisory Group | 0.01% | New | 8,571 | $228K |
| Syon Capital LLC | 0.02% | Add +1.3% | 8,537 | $227K |
| Spirepoint Private Client, LLC | 0.03% | New | 8,528 | $227K |
| Hamilton Wealth, LLC | 0.06% | New | 8,516 | $227K |
| Brighton Jones LLC | 0.01% | Add +2.8% | 8,483 | $226K |
| Riverbridge Partners LLC | 0.00% | No change | 8,350 | $222K |
| OneAscent Financial Services LLC | 0.03% | Reduce -0.2% | 8,315 | $221K |
| Keudell/Morrison Wealth Management | 0.06% | No change | 8,294 | $221K |
| Greenleaf Trust | 0.00% | Add +0.1% | 8,291 | $221K |
| Simplicity Wealth,LLC | 0.00% | New | 8,089 | $215K |
| Mitchell & Pahl Private Wealth, LLC | 0.11% | Reduce -0.1% | 8,078 | $215K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,041 | $214K |
| Sigma Planning Corp | 0.01% | New | 8,030 | $214K |
| Westmount Partners, LLC | 0.07% | No change | 8,127 | $214K |
| Lewis Asset Management, LLC | 0.16% | Reduce -0.4% | 8,007 | $213K |
| Stonebridge Capital Management Inc. | 0.09% | No change | 8,000 | $213K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 7,963 | $212K |
| Apollon Wealth Management, LLC | 0.01% | New | 7,935 | $211K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -13.4% | 7,857 | $209K |
| FMA Wealth Management, LLC | 0.17% | New | 7,784 | $207K |
| Hapanowicz & Associates Financial Services, Inc | 0.12% | New | 7,652 | $204K |
| Pacifica Partners Inc. | 0.08% | Reduce -11.5% | 7,262 | $196K |
| Crewe Advisors LLC | 0.02% | No change | 7,200 | $192K |
| Anchor Investment Management, LLC | 0.02% | Add +14.5% | 7,100 | $189K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.5% | 7,007 | $187K |
| Parallel Advisors, LLC | 0.00% | Add +15.2% | 6,975 | $186K |
| C M Bidwell & Associates Ltd. | 0.12% | No change | 6,858 | $183K |
| Global Retirement Partners, LLC | 0.01% | Add +53.7% | 6,829 | $182K |
| LRI Investments, LLC | 0.02% | Add +8.6% | 6,819 | $182K |
| Macquarie Group Ltd. | 0.00% | No change | 6,735 | $179K |
| Mather Group, Llc. | 0.00% | Add +2160.9% | 6,828 | $171K |
| GoalVest Advisory LLC | 0.05% | No change | 6,400 | $170K |
| Estabrook Capital Management | 0.02% | No change | 6,000 | $160K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.6% | 5,880 | $157K |
| Castleview Partners, LLC | 0.09% | No change | 5,831 | $155K |
| New England Capital Financial Advisors LLC | 0.08% | No change | 5,526 | $147K |
| JCIC Asset Management Inc. | 0.06% | Reduce -6.9% | 5,505 | $147K |
| CoreCap Advisors, LLC | 0.01% | Add +3.9% | 5,381 | $143K |
| Allworth Financial LP | 0.00% | Add +16.4% | 5,395 | $140K |
| Bank of New Hampshire | 0.04% | No change | 5,223 | $139K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +24.2% | 5,084 | $135K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 5,063 | $135K |
| Colonial Trust Advisors | 0.01% | No change | 5,055 | $135K |
| Cromwell Holdings LLC | 0.08% | — | 4,768 | $127K |
| IFP Advisors, Inc | 0.01% | Add +62.1% | 4,724 | $126K |
| Key Financial Inc | 0.03% | No change | 4,272 | $114K |
| Grayhawk Investment Strategies Inc. | 0.51% | Reduce -23.6% | 3,071 | $112K |
| Bfsg, LLC | 0.01% | Add +1.6% | 4,100 | $109K |
| Aspire Private Capital, LLC | 0.03% | No change | 4,078 | $109K |
| CENTRAL TRUST Co | 0.00% | Add +97.2% | 3,764 | $100K |
| WASHINGTON TRUST Co | 0.00% | No change | 3,679 | $98K |
| Kelly Financial Services LLC | 0.03% | Add +0.1% | 3,494 | $93K |
| Voisard Asset Management Group, Inc. | 0.04% | No change | 3,458 | $92K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 3,450 | $92K |
| Private Trust Co. NA | 0.01% | Add +3.0% | 3,447 | $92K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,420 | $91K |
| Hexagon Capital Partners LLC | 0.02% | Add +4.6% | 3,383 | $90K |
| St Germain D J Co. Inc. | 0.00% | Reduce -4.2% | 3,027 | $81K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | New | 3,000 | $80K |
| Smartleaf Asset Management LLC | 0.01% | Add +69.1% | 2,894 | $77K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.3% | 2,794 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.1% | 2,778 | $74K |
| Lindbrook Capital, LLC | 0.01% | Add +10.1% | 2,759 | $73K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 2,697 | $72K |
| HM Payson & Co. | 0.00% | Add +13.5% | 2,701 | $72K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -27.9% | 2,583 | $69K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,573 | $68K |
| Indiana Trust & Investment Management Co | 0.02% | Add +22.2% | 2,540 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,400 | $64K |
| Janiczek Wealth Management, LLC | 0.01% | Add +14.6% | 2,392 | $64K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.1% | 2,350 | $63K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,347 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.0% | 2,364 | $62K |
| Financial Freedom, LLC | 0.04% | No change | 2,318 | $62K |
| Nemes Rush Group LLC | 0.01% | No change | 2,294 | $61K |
| Avior Wealth Management, LLC | 0.00% | Reduce -49.8% | 2,261 | $60K |
| Spire Wealth Management | 0.00% | No change | 2,249 | $60K |
| Creative Financial Designs Inc. | 0.01% | Add +8.0% | 2,240 | $60K |
| Trust Co. of Vermont | 0.00% | Add +44.0% | 2,208 | $59K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,074 | $55K |
| MCF Advisors LLC | 0.00% | No change | 2,000 | $53K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,954 | $52K |
| Continuum Advisory, LLC | 0.01% | No change | 1,934 | $51K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,894 | $50K |
| Legacy Bridge, LLC | 0.03% | No change | 1,860 | $50K |
| Ridgewood Investments LLC | 0.02% | New | 1,800 | $48K |
| Financial Perspectives, Inc | 0.02% | No change | 1,766 | $47K |
| Lanark Financial, Inc. | 0.00% | Add +0.1% | 1,782 | $47K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,759 | $47K |
| WealthCollab, LLC | 0.03% | No change | 1,740 | $46K |
| Bellevue Asset Management, LLC | 0.02% | No change | 1,696 | $45K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,666 | $44K |
| Northwest Capital Management Inc | 0.02% | No change | 1,650 | $44K |
| PFS Partners, LLC | 0.03% | No change | 1,648 | $44K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,632 | $43K |
| Larson Financial Group LLC | 0.00% | Reduce -15.3% | 1,626 | $43K |
| JFS Wealth Advisors, LLC | 0.00% | Add +38.4% | 1,540 | $41K |
| Barrett & Company, Inc. | 0.02% | No change | 1,535 | $41K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 1,507 | $40K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,480 | $39K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,475 | $39K |
| Goodman Advisory Group, LLC | 0.01% | No change | 1,450 | $39K |
| WFA Asset Management Corp | 0.02% | No change | 1,434 | $38K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 1,426 | $38K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,343 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,325 | $35K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.9% | 1,271 | $34K |
| Tucker Asset Management LLC | 0.01% | Add +251.4% | 1,230 | $33K |
| Frazier Financial Advisors, LLC | 0.03% | Add +47.2% | 1,226 | $33K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +6.0% | 1,225 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,209 | $32K |
| Sawyer & Company, Inc | 0.01% | No change | 1,206 | $32K |
| Accordant Advisory Group Inc | 0.03% | No change | 1,182 | $31K |
| Sachetta, LLC | 0.01% | Add +209.5% | 1,170 | $31K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 1,144 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | Add +119.0% | 1,104 | $29K |
| Addison Advisors LLC | 0.01% | Add +77.2% | 1,072 | $29K |
| FWL Investment Management, LLC | 0.01% | Reduce -16.7% | 1,066 | $28K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,062 | $28K |
| Valued Wealth Advisors LLC | 0.02% | No change | 1,040 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,018 | $27K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,000 | $27K |
| Leonteq Securities AG | 0.00% | No change | 1,000 | $27K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +67.4% | 971 | $26K |
| Main Street Group, LTD | 0.01% | No change | 980 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 958 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 954 | $25K |
| Harbour Investments, Inc. | 0.00% | No change | 947 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 943 | $25K |
| Grove Bank & Trust | 0.00% | New | 926 | $25K |
| Private Wealth Management Group, LLC | 0.01% | No change | 896 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +13.3% | 896 | $24K |
| Caldwell Trust Co | 0.00% | Reduce -18.0% | 853 | $23K |
| CGC Financial Services, LLC | 0.01% | No change | 850 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 842 | $22K |
| Pacific Center for Financial Services | 0.01% | No change | 817 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | — | 811 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 774 | $21K |
| Operose Advisors LLC | 0.01% | No change | 744 | $20K |
| Colonial Trust Co / SC | 0.00% | New | 722 | $19K |
| Keener Financial Planning LLC | 0.01% | No change | 722 | $19K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 736 | $18K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -5.5% | 684 | $18K |
| Tsfg, LLC | 0.00% | No change | 689 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 650 | $17K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 645 | $17K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 637 | $17K |
| Fortis Group Advisors, LLC | 0.00% | No change | 605 | $16K |
| Unique Wealth Strategies, LLC | 0.01% | New | 643 | $16K |
| Bare Financial Services, Inc | 0.01% | No change | 572 | $15K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -19.3% | 570 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 564 | $15K |
| Semmax Financial Advisors Inc. | 0.00% | Add +0.9% | 568 | $14K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 539 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | New | 516 | $14K |
| RFP Financial Group LLC | 0.01% | No change | 515 | $14K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 500 | $13K |
| Missouri Trust & Investment Co | 0.01% | Reduce -9.1% | 500 | $13K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $13K |
| Zions Bancorporation, N.A. | 0.00% | Add +17.6% | 475 | $13K |
| Naples Money Management LLC | 0.01% | No change | 480 | $13K |
| Flputnam Investment Management Co. | 0.00% | New | 439 | $12K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 414 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 384 | $10K |
| Gen-Wealth Partners Inc | 0.00% | No change | 372 | $10K |
| Tyler-Stone Wealth Management | 0.00% | No change | 362 | $10K |
| Field & Main Bank | 0.00% | No change | 355 | $9K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 350 | $9K |
| Hall Laurie J Trustee | 0.00% | Reduce -22.2% | 350 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 356 | $9K |
| First United Bank & Trust | 0.00% | No change | 327 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 312 | $8K |
| Bell Investment Advisors, Inc | 0.00% | New | 304 | $8K |
| Sandy Spring Bank | 0.00% | No change | 286 | $8K |
| Centennial Bank | 0.00% | Reduce -80.3% | 285 | $8K |
| TFC Financial Management, Inc. | 0.00% | No change | 270 | $7K |
| Rise Advisors, LLC | 0.00% | Add +394.2% | 257 | $7K |
| Arrow Financial Corp | 0.00% | No change | 236 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 226 | $6K |
| Hoese & Co LLP | 0.01% | New | 226 | $6K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.4% | 219 | $6K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 200 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 169 | $4K |
| Clear Point Advisors Inc. | 0.00% | No change | 168 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +39.6% | 155 | $4K |
| Penserra Capital Management LLC | 0.00% | No change | 147 | $4K |
| Venturi Wealth Management, LLC | 0.00% | New | 149 | $4K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 144 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 139 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 134 | $4K |
| Country Trust Bank | 0.00% | No change | 129 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -37.2% | 108 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 101 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 84 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 83 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 87 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 79 | $2K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 71 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 68 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +56.4% | 61 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 50 | $1K |
| Ariadne Wealth Management, LP | 0.00% | — | 10,190 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 31 | $825 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is MFC's weight in each manager's 13F, not the share of Manulife Financial Corp. the manager owns.