Manulife FinancialMFC
13F holders, Q3 2024 (September 30)668holders +28
63new positions
32sold out
6famous investors
$29.64avg. 13F price*
At the end of Q3 2024, 668 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 28 from Q2 2024. 63 opened new positions and 32 sold out. The largest holders were Royal Bank of Canada ($4.4B), Vanguard Group Inc. ($2.2B) and Bank of Montreal ($1.4B). 6 famous investors held it, including Jeremy Grantham (0.4% of GMO's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Manulife Financial Corp.
- CUSIP
- 56501R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $197.0M |
| Exits | 32 | $58.9M |
All 13F filers, Q2 2024 → Q3 2024: 39,357,443 shares bought and 66,583,429 shares sold, net −27,225,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| Royal Bank of Canada | 0.98% | Reduce -7.3% | 149,041,219 | $4.4B |
| Vanguard Group Inc. | 0.04% | Add +1.7% | 74,498,899 | $2.2B |
| Bank of Montreal | 0.66% | Reduce -9.5% | 48,018,219 | $1.4B |
| TD Asset Management Inc | 0.90% | Add +1.2% | 34,574,996 | $1.0B |
| FIL Ltd | 0.87% | Add +13.0% | 32,557,548 | $962.2M |
| National Bank of Canada | 1.10% | Add +13.5% | 28,063,936 | $829.4M |
| Mackenzie Financial Corp. | 1.00% | Reduce -4.4% | 24,384,311 | $720.6M |
| 1832 Asset Management L.P. | 1.21% | Add +23.2% | 24,305,886 | $718.2M |
| Cibc World Market Inc. | 1.53% | Reduce -10.3% | 22,988,370 | $679.3M |
| CIBC Asset Management Inc | 2.13% | Reduce -8.3% | 22,180,361 | $657.8M |
| Toronto Dominion Bank | 1.14% | Reduce -8.9% | 21,910,443 | $647.5M |
| Norges Bank | 0.09% | Add +0.9% | 21,571,227 | $637.4M |
| JARISLOWSKY, FRASER Ltd | 2.77% | Reduce -9.8% | 16,732,118 | $495.0M |
| Bank of Nova Scotia | 0.98% | Add +1.6% | 16,429,686 | $485.6M |
| Federation des caisses Desjardins du Quebec | 2.35% | Reduce -1.0% | 16,065,231 | $474.5M |
| Beutel, Goodman & Co Ltd. | 2.04% | Reduce -34.7% | 13,965,136 | $413.2M |
| Legal & General Group Plc | 0.09% | Add +2.4% | 11,976,585 | $354.3M |
| Scotia Capital Inc. | 1.79% | Reduce -1.4% | 11,323,897 | $334.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.60% | Reduce -10.9% | 11,143,675 | $329.3M |
| Wells Fargo & Company | 0.07% | Reduce -4.5% | 9,492,251 | $280.5M |
| Harding Loevner LP | 1.60% | Reduce -3.2% | 9,373,675 | $277.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -9.9% | 9,011,602 | $266.3M |
| Geode Capital Management, LLC | 0.02% | Add +8.1% | 8,273,260 | $247.5M |
| Letko, Brosseau & Associates Inc. | 4.34% | Reduce -13.4% | 8,084,807 | $239.2M |
| Morgan Stanley | 0.02% | Add +4.9% | 8,017,540 | $236.9M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -8.8% | 7,770,681 | $229.6M |
| Amundi | 0.08% | Reduce -27.0% | 6,747,364 | $228.5M |
| Capital World Investors | 0.03% | Add +0.1% | 7,446,810 | $220.1M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -5.9% | 7,326,985 | $216.5M |
| TD Waterhouse Canada Inc. | 1.69% | Reduce -0.3% | 7,085,213 | $207.9M |
| HSBC Holdings PLC | 0.11% | Add +8602.0% | 5,809,561 | $171.4M |
| Acadian Asset Management LLC | 0.53% | Add +45.6% | 5,743,376 | $169.9M |
| AustralianSuper Pty Ltd | 0.82% | Reduce -2.8% | 5,544,402 | $163.8M |
| Swiss National Bank | 0.10% | Reduce -0.1% | 5,396,800 | $159.7M |
| Canada Pension Plan Investment Board | 0.15% | Reduce -2.7% | 5,227,745 | $154.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.1% | 5,186,930 | $153.5M |
| Cardinal Capital Management, Inc. | 6.16% | Reduce -0.8% | 5,054,027 | $149.5M |
| Alberta Investment Management Corp | 1.25% | Reduce -9.4% | 4,659,241 | $137.9M |
| GMO | 0.40% | Reduce -9.1% | 4,318,356 | $127.7M |
| Lord, Abbett & Co. LLC | 0.39% | Reduce -11.5% | 4,116,715 | $121.7M |
| Arrowstreet Capital, Limited Partnership | 0.09% | New | 3,646,668 | $107.8M |
| Invesco Ltd. | 0.02% | Add +0.2% | 3,595,691 | $106.3M |
| Bank of America Corp. | 0.01% | Add +34.2% | 3,439,906 | $101.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -74.0% | 3,242,891 | $95.8M |
| CANADA LIFE ASSURANCE Co | 0.16% | Add +0.2% | 3,198,654 | $94.6M |
| Intact Investment Management Inc. | 3.05% | Reduce -12.1% | 3,102,945 | $91.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -14.1% | 2,825,083 | $83.5M |
| Deutsche Bank AG | 0.03% | Reduce -8.8% | 2,637,802 | $77.9M |
| M&G PLC | 0.48% | Reduce -8.1% | 2,585,421 | $77.5M |
| Man Group plc | 0.20% | Reduce -19.6% | 2,345,307 | $69.3M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -1.1% | 2,277,845 | $67.4M |
| Millennium Management | 0.06% | Add +1449.6% | 2,206,325 | $65.2M |
| Aviva PLC | 0.16% | Add +2.5% | 2,110,141 | $62.4M |
| Franklin Resources Inc. | 0.02% | Add +16.4% | 1,988,200 | $61.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +1.8% | 2,035,663 | $60.2M |
| DekaBank Deutsche Girozentrale | 0.11% | Reduce -4.1% | 2,057,848 | $60.1M |
| Russell Investments Group, Ltd. | 0.09% | Add +22.7% | 1,999,856 | $59.2M |
| Addenda Capital Inc. | 2.06% | Reduce -2.1% | 1,445,630 | $57.8M |
| Agf Management Ltd. | 0.29% | Add +1.4% | 1,512,444 | $56.5M |
| Allianz Asset Management GmbH | 0.08% | Reduce -13.1% | 1,757,354 | $52.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.6% | 1,727,975 | $51.1M |
| Korea Investment CORP | 0.12% | Add +43.5% | 1,720,216 | $50.9M |
| Clearbridge Investments, LLC | 0.04% | Reduce -16.9% | 1,673,771 | $49.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 1,669,207 | $49.3M |
| Mufg Securities (canada), LTD. | 2.09% | Add +66.0% | 1,578,243 | $46.7M |
| Bridgewater Associates | 0.24% | Add +169.7% | 1,404,481 | $41.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.12% | Reduce -8.4% | 1,401,349 | $41.5M |
| BlackRock, Inc. | 0.00% | — | 1,391,085 | $41.1M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 2.85% | Add +1.1% | 1,382,077 | $40.8M |
| Neuberger Berman Group LLC | 0.03% | Reduce -1.0% | 1,364,526 | $40.4M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 4.35% | Reduce -3.1% | 1,347,743 | $39.9M |
| UBS Group AG | 0.01% | Add +22.3% | 1,313,383 | $38.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 1,249,569 | $36.9M |
| Guardian Capital LP | 1.33% | Reduce -5.8% | 1,230,879 | $36.4M |
| O'shaughnessy Asset Management, LLC | 0.32% | Reduce -2.3% | 1,158,688 | $35.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.16% | Reduce -55.8% | 1,590,970 | $34.8M |
| Caisse de depot et placement du Quebec | 0.07% | No change | 1,172,630 | $34.7M |
| American Century Companies Inc. | 0.02% | Add +4.0% | 1,038,098 | $30.7M |
| State of Tennessee, Department of Treasury | 0.11% | Reduce -2.4% | 1,017,289 | $30.1M |
| Waratah Capital Advisors Ltd. | 1.61% | Add +54.5% | 910,109 | $26.9M |
| Achmea Investment Management B.V. | 0.44% | Reduce -2.7% | 897,392 | $26.6M |
| Galibier Capital Management Ltd. | 5.99% | Add +1.3% | 895,402 | $26.5M |
| Bank of Nova Scotia Trust Co. | 2.44% | Add +3.4% | 814,826 | $24.1M |
| Hillsdale Investment Management Inc. | 1.83% | Add +19.0% | 805,540 | $23.8M |
| Lombard Odier Asset Management (Europe) Ltd | 1.55% | Reduce -15.0% | 425,000 | $23.5M |
| Citigroup Inc. | 0.02% | Add +0.6% | 792,694 | $23.5M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -12.1% | 780,832 | $23.2M |
| AXA S.A. | 0.07% | Add +9.1% | 759,601 | $22.4M |
| Barclays PLC | 0.01% | Add +60.0% | 741,764 | $21.9M |
| Todd Asset Management LLC | 0.50% | Add +1849.4% | 730,881 | $21.6M |
| Mn Services Vermogensbeheer B.V. | 0.15% | Reduce -1.3% | 700,437 | $20.7M |
| MUFG Securities EMEA plc | 0.82% | New | 499,999 | $20.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -0.9% | 659,291 | $19.5M |
| Two Sigma Investments, LP | 0.05% | Reduce -31.7% | 654,615 | $19.3M |
| Wellington Management Group LLP | 0.00% | Add +131.2% | 644,602 | $19.1M |
| Heathbridge Capital Management Ltd. | 7.23% | Reduce -1.1% | 643,550 | $19.0M |
| Varma Mutual Pension Insurance Co | 0.15% | Reduce -4.3% | 651,839 | $19.0M |
| USS Investment Management Ltd | 0.13% | No change | 595,134 | $17.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | New | 589,200 | $17.4M |
| Assetmark, Inc. | 0.05% | Add +0.5% | 573,960 | $17.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.10% | Reduce -50.7% | 571,953 | $16.9M |
| Forsta Ap-Fonden | 0.13% | Add +22.3% | 566,300 | $16.8M |
| Dixon Mitchell Investment Counsel Inc. | 0.74% | Add +8.0% | 550,226 | $16.3M |
| LPL Financial LLC | 0.01% | Reduce -2.3% | 534,998 | $15.8M |
| Sienna Gestion | 0.97% | Add +18.4% | 495,339 | $14.6M |
| Cidel Asset Management Inc. | 1.02% | Add +2.8% | 489,507 | $14.5M |
| Jane Street Group, LLC | 0.02% | Reduce -55.9% | 480,407 | $14.2M |
| Candriam S.C.A. | 0.08% | Add +1791.5% | 465,509 | $13.8M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.49% | Reduce -2.0% | 466,062 | $13.7M |
| Northwest & Ethical Investments L.P. | 0.35% | Reduce -6.5% | 451,825 | $13.4M |
| Teachers Retirement System of the State of Kentucky | 0.12% | New | 450,700 | $13.3M |
| Crestwood Advisors Group, LLC | 0.25% | Add +0.6% | 440,436 | $13.0M |
| Grace & White Inc. | 2.33% | Reduce -1.0% | 431,605 | $12.8M |
| Triasima Portfolio Management inc. | 2.80% | Reduce -73.3% | 421,408 | $12.5M |
| Promethos Capital, LLC | 4.40% | No change | 417,645 | $12.3M |
| Vontobel Holding Ltd. | 0.04% | Reduce -9.1% | 414,659 | $12.3M |
| FMR LLC | 0.00% | Add +1.2% | 396,027 | $11.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.1% | 377,805 | $11.2M |
| Van Eck Associates Corp. | 0.01% | Add +29.3% | 343,736 | $10.3M |
| Two Sigma Advisers, LP | 0.02% | Reduce -18.8% | 348,755 | $10.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +292.4% | 345,833 | $10.2M |
| First Trust Advisors LP | 0.01% | Add +0.1% | 337,586 | $10.0M |
| Foster & Motley Inc. | 0.62% | Add +1.1% | 330,254 | $9.8M |
| Raymond James & Associates | 0.01% | Reduce -1.3% | 312,089 | $9.2M |
| US Bancorp \de | 0.01% | Reduce -2.6% | 308,416 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.8% | 308,193 | $9.1M |
| Jones Financial Companies LLLP | 0.01% | Add +78.1% | 271,346 | $8.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.09% | No change | 265,000 | $7.8M |
| PCJ Investment Counsel Ltd. | 2.31% | Add +9.5% | 247,211 | $7.3M |
| Hennessy Advisors Inc. | 0.23% | No change | 238,100 | $7.0M |
| Public Employees Retirement System of Ohio | 0.03% | New | 236,842 | $7.0M |
| OPTIMAS CAPITAL Ltd | 6.62% | New | 236,300 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.4% | 204,042 | $6.9M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.1% | 233,764 | $6.9M |
| Onex Canada Asset Management Inc. | 0.77% | Reduce -41.3% | 223,364 | $6.6M |
| Aviso Financial Inc. | 0.32% | Add +2.3% | 216,252 | $6.4M |
| Maryland State Retirement & Pension System | 0.13% | Add +0.2% | 212,213 | $6.3M |
| Graham Capital Management, L.P. | 0.33% | Add +942.8% | 210,236 | $6.2M |
| Ossiam | 0.12% | Add +53.0% | 208,351 | $6.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.4% | 207,408 | $6.1M |
| Ritholtz Wealth Management | 0.18% | Add +12.2% | 205,746 | $6.1M |
| Utah Retirement Systems | 0.07% | No change | 202,119 | $6.0M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -1.1% | 199,602 | $5.9M |
| Lorne Steinberg Wealth Management Inc. | 1.65% | Reduce -0.7% | 192,813 | $5.7M |
| Mariner, LLC | 0.01% | Add +1.4% | 192,573 | $5.7M |
| Guardian Capital Advisors LP | 0.56% | Reduce -3.8% | 191,709 | $5.7M |
| Barometer Capital Management Inc. | 1.60% | Add +10.3% | 138,676 | $5.5M |
| Unigestion Holding SA | 0.27% | New | 185,584 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.9% | 183,202 | $5.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.1% | 182,403 | $5.4M |
| Natixis | 0.03% | Add +2.2% | 181,746 | $5.4M |
| Gold Investment Management Ltd. | 2.24% | Reduce -9.0% | 181,177 | $5.4M |
| Caldwell Investment Management Ltd. | 3.75% | Reduce -15.7% | 181,000 | $5.3M |
| Creative Planning | 0.01% | Add +3.9% | 173,349 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.4% | 167,501 | $5.0M |
| UniSuper Management Pty Ltd | 0.04% | Add +74.0% | 120,210 | $4.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -49.1% | 156,627 | $4.6M |
| Fifth Third Bancorp | 0.02% | Add +8.6% | 156,510 | $4.6M |
| Barry Investment Advisors, LLC | 1.39% | Reduce -7.4% | 154,034 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 152,657 | $4.5M |
| Quantinno Capital Management LP | 0.06% | Add +6.5% | 150,813 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 148,683 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -3.9% | 146,933 | $4.3M |
| Benjamin Edwards Inc. | 0.06% | Add +260.7% | 145,124 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.8% | 142,469 | $4.2M |
| Twin Tree Management, LP | 0.10% | Add +1.9% | 142,019 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -5.2% | 137,417 | $4.1M |
| Intech Investment Management LLC | 0.04% | Add +37.1% | 128,710 | $3.8M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 123,300 | $3.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 126,419 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +31.1% | 126,138 | $3.7M |
| Spinnaker Trust | 0.22% | Reduce -4.6% | 122,329 | $3.6M |
| Trustmark Bank Trust Department | 0.27% | Add +2.8% | 120,905 | $3.6M |
| Rathbones Group PLC | 0.02% | Add +4.6% | 119,400 | $3.5M |
| Ninepoint Partners LP | 0.45% | Reduce -9.7% | 115,518 | $3.4M |
| GQG Partners LLC | 0.01% | Add +8.8% | 114,483 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.1% | 113,919 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -41.7% | 111,394 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.2% | 108,192 | $3.2M |
| Vident Advisory, LLC | 0.08% | Reduce -9.5% | 106,646 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 103,341 | $3.1M |
| Wambolt & Associates, LLC | 0.81% | Add +8.1% | 100,391 | $3.0M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -2.4% | 99,125 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -6.4% | 98,532 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.7% | 98,432 | $2.9M |
| Bridge Creek Capital Management LLC | 0.84% | Reduce -1.5% | 94,480 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.4% | 93,804 | $2.8M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -39.9% | 92,552 | $2.7M |
| Bessemer Group Inc. | 0.00% | Add +3.3% | 89,489 | $2.6M |
| Argent Trust Co | 0.11% | Add +11.0% | 89,494 | $2.6M |
| Claret Asset Management Corp | 0.43% | Add +0.8% | 88,038 | $2.6M |
| Keybank National Association | 0.01% | Reduce -7.3% | 87,388 | $2.6M |
| Stamos Capital Partners, L.P. | 0.60% | Reduce -7.9% | 86,720 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.5% | 84,902 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -5.0% | 83,150 | $2.5M |
| Choreo, LLC | 0.04% | Reduce -6.8% | 82,858 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.17% | No change | 82,200 | $2.4M |
| Madison Asset Management, LLC | 0.03% | Reduce -4.6% | 81,184 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +148.9% | 73,346 | $2.4M |
| Investment Management Corp of Ontario | 0.05% | Reduce -8.8% | 78,895 | $2.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.03% | No change | 77,122 | $2.3M |
| Metis Global Partners, LLC | 0.07% | Reduce -3.6% | 74,723 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +4.5% | 73,044 | $2.2M |
| Sterling Capital Management LLC | 0.03% | — | 72,592 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +9.7% | 72,309 | $2.1M |
| Americana Partners, LLC | 0.14% | Add +0.5% | 69,967 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 69,436 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.5% | 68,943 | $2.0M |
| Erste Asset Management GmbH | 0.02% | No change | 68,900 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 68,545 | $2.0M |
| Richard P Slaughter Associates Inc | 0.47% | Reduce -4.1% | 68,252 | $2.0M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +2.7% | 67,928 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -53.7% | 65,500 | $1.9M |
| Prudential PLC | 0.01% | Add +300.7% | 64,134 | $1.9M |
| United Services Automobile Association | 0.05% | Reduce -14.4% | 61,195 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +3.5% | 59,610 | $1.8M |
| Norris Financial Group, LLC | 0.87% | Reduce -9.5% | 59,552 | $1.8M |
| Assenagon Asset Management S.A. | 0.00% | Add +12.2% | 58,804 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +2.5% | 58,152 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +4.8% | 56,661 | $1.7M |
| Pitcairn Co. | 0.10% | Reduce -4.0% | 56,093 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +25.1% | 55,869 | $1.7M |
| Credit Agricole S A | 0.01% | Reduce -35.9% | 55,556 | $1.6M |
| Qtron Investments LLC | 0.22% | Add +6.7% | 53,509 | $1.6M |
| DGS Capital Management, LLC | 0.42% | Add +4.0% | 51,994 | $1.5M |
| LMG Wealth Partners, LLC | 0.35% | Add +0.3% | 51,856 | $1.5M |
| Signaturefd, LLC | 0.03% | Add +1.3% | 51,286 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +77.8% | 50,457 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +16.0% | 50,381 | $1.5M |
| Versor Investments LP | 0.24% | Add +23.3% | 50,300 | $1.5M |
| Moors & Cabot, Inc. | 0.07% | Reduce -1.8% | 49,905 | $1.5M |
| Caprock Group, LLC | 0.05% | Reduce -5.6% | 49,240 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +4.7% | 48,718 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.48% | Add +6.0% | 48,302 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.4% | 48,231 | $1.4M |
| DRW Securities, LLC | 0.08% | New | 34,100 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.3% | 45,975 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +26.3% | 45,975 | $1.4M |
| Entropy Technologies, LP | 0.14% | New | 45,764 | $1.4M |
| Vise Technologies, Inc. | 0.17% | Add +142.2% | 44,609 | $1.3M |
| Sageworth Trust Co | 0.08% | No change | 43,048 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +18.1% | 42,846 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Add +1.3% | 41,841 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -0.8% | 41,583 | $1.2M |
| Hollencrest Capital Management | 0.05% | No change | 40,786 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 40,423 | $1.2M |
| M&T Bank Corp | 0.00% | Add +0.3% | 40,405 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 40,276 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 39,462 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +7.9% | 39,099 | $1.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -21.9% | 39,425 | $1.2M |
| Townsquare Capital LLC | 0.01% | Reduce -19.3% | 38,440 | $1.1M |
| Advisory Resource Group | 0.24% | Reduce -0.0% | 37,589 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +1.7% | 34,886 | $1.0M |
| Prelude Capital Management, LLC | 0.08% | Add +141.7% | 34,800 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -15.1% | 34,559 | $1.0M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -30.8% | 25,441 | $1.0M |
| Verition Fund Management LLC | 0.01% | Add +3.8% | 33,765 | $998K |
| Focus Partners Wealth | 0.00% | Reduce -95.5% | 33,705 | $996K |
| Cigna Investments Inc. | 0.18% | Reduce -0.1% | 33,525 | $992K |
| Little House Capital LLC | 0.28% | Add +47.8% | 33,436 | $988K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -21.2% | 34,697 | $985K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +85.0% | 32,858 | $971K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -0.8% | 32,658 | $965K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 31,884 | $941K |
| One Wealth Advisors, LLC | 0.14% | Reduce -1.6% | 31,446 | $929K |
| Tacita Capital Inc | 0.61% | Add +7.4% | 31,376 | $928K |
| First Trust Direct Indexing L.P. | 0.05% | Reduce -13.3% | 31,064 | $918K |
| Sumitomo Life Insurance Co. | 0.02% | Add +3.1% | 30,773 | $909K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +3.1% | 30,773 | $909K |
| Hoge Financial Services, LLC | 0.68% | Add +0.9% | 30,662 | $906K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.7% | 30,467 | $900K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.1% | 30,461 | $900K |
| Marks Group Wealth Management, Inc | 0.08% | Reduce -6.3% | 29,937 | $885K |
| WCG Wealth Advisors LLC | 0.06% | Add +7.3% | 29,571 | $874K |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +107.1% | 28,831 | $852K |
| Norden Group LLC | 0.10% | New | 28,806 | $851K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -4.0% | 28,541 | $844K |
| Coastline Trust Co | 0.10% | No change | 28,320 | $837K |
| Gateway Investment Advisers LLC | 0.01% | No change | 27,941 | $826K |
| DeepCurrents Investment Group LLC | 2.00% | Reduce -78.7% | 27,744 | $821K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -1.2% | 27,771 | $821K |
| Harvest Fund Management Co., Ltd | 0.05% | Add +56.4% | 27,736 | $820K |
| Nwam LLC | 0.05% | New | 27,590 | $815K |
| Signet Financial Management, LLC | 0.10% | Reduce -1.4% | 27,485 | $812K |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.8% | 27,216 | $804K |
| Kovack Advisors, Inc. | 0.08% | Reduce -9.1% | 26,426 | $781K |
| TD Private Client Wealth LLC | 0.02% | Add +0.7% | 26,290 | $777K |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Reduce -12.8% | 25,899 | $765K |
| Archer Investment Corp | 0.20% | No change | 25,700 | $759K |
| Gifford Fong Associates | 0.18% | No change | 25,000 | $739K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -1.6% | 24,985 | $738K |
| Nebula Research & Development LLC | 0.09% | New | 24,916 | $736K |
| Evergreen Capital Management LLC | 0.02% | Reduce -3.2% | 24,789 | $733K |
| AlphaCore Capital LLC | 0.16% | No change | 24,467 | $723K |
| Wedbush Securities Inc. | 0.03% | Add +5.0% | 24,435 | $722K |
| Burney Co./ | 0.03% | Reduce -12.7% | 24,404 | $721K |
| Core Alternative Capital | 0.14% | Add +0.3% | 24,154 | $714K |
| Pegasus Partners Ltd. | 0.07% | Reduce -0.5% | 24,139 | $713K |
| WMS Partners, LLC | 0.04% | Reduce -1.3% | 24,018 | $710K |
| Huntington National Bank | 0.01% | Add +4.0% | 23,904 | $706K |
| Montag A & Associates Inc. | 0.03% | No change | 23,574 | $697K |
| Wealth Alliance, LLC | 0.08% | Add +1.9% | 23,378 | $691K |
| Whittier Trust Co. | 0.01% | No change | 23,262 | $687K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +18.6% | 22,729 | $672K |
| Hilltop National Bank | 0.20% | Add +7.5% | 22,653 | $669K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.3% | 22,642 | $669K |
| Prudential Financial Inc. | 0.00% | Reduce -88.1% | 22,562 | $667K |
| Glenmede Trust Co. NA | 0.00% | Add +26.9% | 22,540 | $666K |
| FineMark National Bank & Trust | 0.02% | Reduce -7.0% | 22,456 | $664K |
| BayBridge Capital Group, LLC | 0.46% | Add +3.6% | 21,404 | $633K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.2% | 21,328 | $630K |
| Fiera Capital Corp | 0.00% | Reduce -78.5% | 20,898 | $618K |
| Blue Trust, Inc. | 0.01% | Add +78.7% | 22,903 | $610K |
| PFG Advisors | 0.04% | Reduce -1.0% | 20,367 | $602K |
| Freedom Investment Management, Inc. | 0.05% | New | 20,332 | $601K |
| Brown Advisory Inc. | 0.00% | No change | 20,312 | $600K |
| Compound Planning, Inc. | 0.04% | Add +4.3% | 20,225 | $598K |
| Resources Management Corp. /CT/ | 0.08% | Reduce -1.9% | 20,155 | $596K |
| Invst, LLC | 0.07% | Add +24.8% | 19,929 | $589K |
| &partners | 0.01% | Add +15.5% | 19,754 | $584K |
| Brown Brothers Harriman & Co. | 0.00% | Add +180.6% | 19,661 | $581K |
| Blair William & Co. | 0.00% | Reduce -23.1% | 19,437 | $574K |
| Financial Counselors Inc. | 0.01% | Add +57.4% | 18,984 | $561K |
| Strategic Investment Advisors / MI | 0.06% | Add +0.1% | 18,929 | $559K |
| Integrated Advisors Network LLC | 0.03% | No change | 18,736 | $554K |
| Citadel Advisors | 0.00% | Reduce -92.7% | 18,556 | $548K |
| Swiss Life Asset Management Ltd | 0.01% | New | 17,880 | $528K |
| K.J. Harrison & Partners Inc | 0.08% | Reduce -0.2% | 17,576 | $528K |
| NewEdge Wealth, LLC | 0.01% | Add +82.3% | 17,638 | $521K |
| West Family Investments, Inc. | 0.18% | Add +8.2% | 17,593 | $520K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -18.1% | 17,589 | $520K |
| Boothe Investment Group, Inc. | 0.24% | No change | 17,450 | $516K |
| Seven Eight Capital, LP | 0.05% | New | 17,408 | $514K |
| Park Avenue Securities LLC | 0.01% | Add +36.8% | 17,021 | $503K |
| Wealthspire Advisors, LLC | 0.01% | Add +9.3% | 17,004 | $502K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 16,946 | $501K |
| Avantax Advisory Services, Inc. | 0.00% | Add +29.9% | 16,892 | $499K |
| Savant Capital, LLC | 0.00% | Reduce -3.8% | 16,809 | $497K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +0.1% | 16,784 | $496K |
| State of Wyoming | 0.07% | Reduce -52.9% | 16,745 | $495K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 16,602 | $491K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 16,462 | $486K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.8% | 16,341 | $483K |
| Bridges Investment Management Inc. | 0.01% | No change | 16,164 | $478K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -16.9% | 16,144 | $477K |
| Callan Capital, LLC | 0.03% | Add +4.2% | 16,101 | $476K |
| Bayesian Capital Management, LP | 0.06% | New | 16,067 | $475K |
| Summitry LLC | 0.02% | Add +4.1% | 16,053 | $474K |
| Checchi Capital Advisers, LLC | 0.04% | Add +5.3% | 15,969 | $472K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 15,894 | $470K |
| Bowen Hanes & Co. Inc. | 0.01% | Reduce -5.9% | 15,870 | $469K |
| Fayez Sarofim & Co | 0.00% | No change | 15,593 | $461K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 15,301 | $452K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 15,221 | $450K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.1% | 15,142 | $447K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.6% | 15,080 | $446K |
| Cwm, LLC | 0.00% | Add +18.3% | 15,072 | $445K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.3% | 14,647 | $433K |
| Quadrant Capital Group LLC | 0.03% | Add +0.1% | 14,522 | $429K |
| Baron Wealth Management LLC | 0.20% | Add +2.4% | 14,400 | $426K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +6.4% | 13,958 | $412K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 13,872 | $410K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 13,735 | $406K |
| Commerce Bank | 0.00% | Add +24.3% | 13,696 | $405K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -3.8% | 13,455 | $398K |
| HighPoint Advisor Group LLC | 0.02% | Add +42.1% | 13,409 | $395K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.4% | 13,332 | $394K |
| Johnson Financial Group, Inc. | 0.02% | No change | 13,277 | $392K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -94.5% | 13,248 | $391K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.4% | 13,243 | $391K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -60.4% | 13,139 | $388K |
| Synovus Financial Corp. | 0.00% | Reduce -0.6% | 12,841 | $379K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +7.3% | 12,793 | $378K |
| Kathmere Capital Management, LLC | 0.04% | Add +5.8% | 12,771 | $377K |
| Brown, Lisle/Cummings, Inc. | 0.11% | Reduce -43.9% | 12,650 | $374K |
| Louisbourg Investments Inc. | 0.09% | Reduce -88.1% | 12,613 | $373K |
| Plato Investment Management Ltd | 0.03% | New | 12,623 | $373K |
| Lido Advisors, LLC | 0.00% | Reduce -1.1% | 12,609 | $373K |
| Bragg Financial Advisors, Inc | 0.02% | Add +4.8% | 12,550 | $371K |
| Wesbanco Bank Inc. | 0.01% | Reduce -13.8% | 12,469 | $368K |
| World Investment Advisors | 0.01% | Add +30.1% | 12,351 | $365K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.5% | 12,338 | $365K |
| Smartleaf Asset Management LLC | 0.04% | Add +323.9% | 12,267 | $362K |
| Websterrogers Financial Advisors, LLC | 0.12% | No change | 12,026 | $355K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.8% | 11,949 | $353K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +10.3% | 11,871 | $351K |
| Trek Financial, LLC | 0.03% | Reduce -7.1% | 11,669 | $345K |
| Aprio Wealth Management, LLC | 0.05% | Add +1.1% | 11,595 | $343K |
| Hendershot Investments Inc. | 0.05% | Reduce -43.8% | 11,585 | $342K |
| MAI Capital Management | 0.00% | Reduce -52.0% | 11,555 | $341K |
| Lincoln Capital Corp. | 0.14% | No change | 11,543 | $341K |
| Selective Wealth Management, Inc. | 0.14% | No change | 11,420 | $341K |
| HB Wealth Management, LLC | 0.00% | Add +3.4% | 11,467 | $339K |
| Triumph Capital Management | 0.12% | New | 11,464 | $339K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.7% | 11,271 | $333K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.9% | 11,190 | $331K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 11,124 | $329K |
| Faithward Advisors, LLC | 0.06% | Add +0.2% | 11,055 | $327K |
| First Nebraska Trust Co | 0.03% | No change | 10,950 | $324K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 10,892 | $322K |
| Councilmark Asset Management, LLC | 0.22% | No change | 10,886 | $322K |
| Seven Mile Advisory | 0.21% | Add +4.4% | 10,768 | $318K |
| OneDigital Investment Advisors LLC | 0.00% | Add +8.2% | 10,715 | $317K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -0.5% | 10,696 | $316K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.1% | 10,673 | $315K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.1% | 10,664 | $315K |
| Value Partners Investments Inc. | 0.03% | Reduce -6.3% | 10,547 | $312K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.8% | 10,347 | $306K |
| D'Orazio & Associates, Inc. | 0.04% | Add +10.6% | 9,941 | $294K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 9,916 | $293K |
| Greenleaf Trust | 0.00% | Add +19.3% | 9,889 | $292K |
| Susquehanna International Group, LLP | 0.00% | New | 9,871 | $292K |
| PDS Planning, Inc | 0.03% | No change | 9,844 | $291K |
| Cumberland Partners Ltd | 0.02% | New | 9,813 | $290K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -0.1% | 9,628 | $285K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.1% | 9,591 | $283K |
| Rhumbline Advisers | 0.00% | No change | 9,586 | $283K |
| Forum Financial Management, LP | 0.00% | No change | 9,536 | $282K |
| First Affirmative Financial Network | 0.15% | Reduce -13.9% | 9,407 | $278K |
| Peregrine Asset Advisers, Inc. | 0.10% | Reduce -2.6% | 9,350 | $276K |
| Westwood Holdings Group Inc. | 0.00% | No change | 9,343 | $276K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -0.8% | 9,335 | $276K |
| Csenge Advisory Group | 0.01% | Add +5.6% | 9,052 | $275K |
| Napatree Capital LLC | 0.19% | Reduce -11.2% | 9,278 | $274K |
| American National Bank & Trust | 0.03% | No change | 9,262 | $274K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 9,190 | $272K |
| Ariadne Wealth Management, LP | 0.15% | Reduce -17.9% | 8,361 | $270K |
| RNC Capital Management LLC | 0.01% | No change | 10,125 | $270K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.0% | 9,082 | $268K |
| Stratos Investment Management, LLC | 0.02% | No change | 9,039 | $267K |
| Trust Co of the South | 0.06% | No change | 9,021 | $267K |
| CoreCap Advisors, LLC | 0.01% | Add +64.5% | 8,853 | $262K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 8,781 | $259K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -37.2% | 8,749 | $259K |
| Eagle Harbor Asset Management Inc. | 0.25% | Reduce -9.3% | 8,695 | $257K |
| Westmount Partners, LLC | 0.08% | Add +5.9% | 8,608 | $254K |
| Avior Wealth Management, LLC | 0.01% | Add +279.6% | 8,582 | $254K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.2% | 8,536 | $252K |
| Hamilton Wealth, LLC | 0.06% | No change | 8,516 | $252K |
| Riverbridge Partners LLC | 0.00% | No change | 8,350 | $247K |
| OneAscent Financial Services LLC | 0.18% | No change | 8,315 | $246K |
| Keudell/Morrison Wealth Management | 0.07% | No change | 8,294 | $245K |
| Old National Bancorp | 0.01% | New | 8,198 | $242K |
| Syon Capital LLC | 0.02% | Reduce -4.4% | 8,158 | $241K |
| UMB Bank, n.a. | 0.00% | Reduce -12.4% | 8,136 | $240K |
| Lewis Asset Management, LLC | 0.17% | Add +0.9% | 8,078 | $239K |
| Mitchell & Pahl Private Wealth, LLC | 0.11% | No change | 8,078 | $239K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.4% | 8,042 | $238K |
| Sigma Planning Corp | 0.01% | Reduce -0.1% | 8,021 | $237K |
| Tiaa Trust, National Association | 0.00% | New | 8,015 | $237K |
| Stonebridge Capital Management Inc. | 0.09% | No change | 8,000 | $236K |
| Independent Financial Group, LLC | 0.01% | New | 7,901 | $233K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +712.5% | 7,751 | $229K |
| D.A. Davidson & Co. | 0.00% | Reduce -27.6% | 7,674 | $227K |
| Hapanowicz & Associates Financial Services, Inc | 0.11% | No change | 7,652 | $226K |
| AQR Capital Management | 0.00% | New | 7,607 | $225K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 7,469 | $221K |
| Aspen Grove Capital, LLC | 0.05% | New | 7,390 | $218K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 7,390 | $218K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -16.3% | 7,370 | $218K |
| Goelzer Investment Management, Inc. | 0.01% | New | 7,240 | $214K |
| Crewe Advisors LLC | 0.02% | No change | 7,200 | $213K |
| Simplicity Wealth,LLC | 0.02% | Reduce -11.5% | 7,161 | $212K |
| Wealth Quarterback LLC | 0.11% | New | 7,133 | $211K |
| Anchor Investment Management, LLC | 0.02% | No change | 7,100 | $210K |
| LRI Investments, LLC | 0.02% | Reduce -6.6% | 6,371 | $209K |
| WINTON GROUP Ltd | 0.01% | New | 7,063 | $209K |
| Brighton Jones LLC | 0.01% | Reduce -17.3% | 7,017 | $207K |
| Mustard Seed Financial, LLC | 0.17% | New | 6,940 | $205K |
| Rehmann Capital Advisory Group | 0.01% | New | 6,931 | $205K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 6,927 | $205K |
| FMA Wealth Management, LLC | 0.15% | Reduce -11.4% | 6,898 | $204K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -19.2% | 6,891 | $204K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,869 | $203K |
| Guggenheim Capital LLC | 0.00% | Reduce -37.5% | 6,862 | $203K |
| C M Bidwell & Associates Ltd. | 0.12% | No change | 6,858 | $203K |
| Leavell Investment Management, Inc. | 0.01% | New | 6,798 | $201K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 6,794 | $201K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.0% | 6,760 | $200K |
| Macquarie Group Ltd. | 0.00% | No change | 6,735 | $199K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +131.5% | 6,432 | $190K |
| GoalVest Advisory LLC | 0.05% | No change | 6,400 | $189K |
| LGT Financial Advisors LLC | 0.45% | New | 6,108 | $180K |
| Estabrook Capital Management | 0.03% | No change | 6,000 | $177K |
| First Horizon Advisors, Inc. | 0.00% | No change | 5,880 | $174K |
| Castleview Partners, LLC | 0.10% | No change | 5,831 | $172K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -35.3% | 5,766 | $170K |
| New England Capital Financial Advisors LLC | 0.08% | Add +0.0% | 5,527 | $163K |
| JCIC Asset Management Inc. | 0.07% | No change | 5,505 | $163K |
| Allworth Financial LP | 0.00% | Add +1.6% | 5,479 | $162K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -54.4% | 5,422 | $160K |
| Bank of New Hampshire | 0.04% | Reduce -1.9% | 5,123 | $151K |
| Pacifica Partners Inc. | 0.06% | Reduce -29.9% | 5,087 | $151K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 5,084 | $150K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 5,063 | $150K |
| Colonial Trust Advisors | 0.01% | No change | 5,055 | $149K |
| Cromwell Holdings LLC | 0.09% | No change | 4,768 | $141K |
| Tobam | 0.03% | Reduce -51.4% | 3,489 | $139K |
| Private Trust Co. NA | 0.01% | Add +31.9% | 4,547 | $134K |
| Key Financial Inc | 0.03% | No change | 4,272 | $126K |
| Bfsg, LLC | 0.01% | Add +0.4% | 4,116 | $122K |
| Aspire Private Capital, LLC | 0.03% | No change | 4,078 | $121K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,011 | $119K |
| CENTRAL TRUST Co | 0.00% | Add +0.7% | 3,789 | $112K |
| WASHINGTON TRUST Co | 0.00% | No change | 3,679 | $109K |
| Alta Advisers Ltd | 0.05% | New | 3,493 | $103K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,420 | $101K |
| IFP Advisors, Inc | 0.00% | Reduce -28.8% | 3,365 | $99K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -0.7% | 3,358 | $99K |
| Voisard Asset Management Group, Inc. | 0.04% | Reduce -3.0% | 3,353 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +40.8% | 3,328 | $98K |
| AdvisorNet Financial, Inc | 0.01% | Add +17.2% | 3,274 | $97K |
| Sachetta, LLC | 0.03% | Add +154.4% | 2,976 | $88K |
| St Germain D J Co. Inc. | 0.00% | Reduce -9.2% | 2,750 | $81K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 2,716 | $80K |
| HM Payson & Co. | 0.00% | No change | 2,701 | $80K |
| Alpine Bank Wealth Management | 0.01% | — | 2,657 | $79K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,583 | $76K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,573 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.7% | 2,554 | $75K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,400 | $71K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,347 | $69K |
| Financial Freedom, LLC | 0.04% | No change | 2,318 | $68K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -34.3% | 2,268 | $67K |
| Creative Financial Designs Inc. | 0.01% | Add +0.0% | 2,241 | $66K |
| Trust Co. of Vermont | 0.00% | No change | 2,208 | $65K |
| Continuum Advisory, LLC | 0.01% | Add +2.2% | 1,976 | $65K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -18.2% | 2,078 | $61K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,074 | $61K |
| MCF Advisors LLC | 0.00% | No change | 2,000 | $59K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,954 | $58K |
| Nemes Rush Group LLC | 0.01% | No change | 2,294 | $57K |
| Northwest Financial Advisors | 0.05% | New | 1,935 | $57K |
| Lindbrook Capital, LLC | 0.01% | Reduce -30.0% | 1,932 | $57K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,894 | $56K |
| Legacy Bridge, LLC | 0.03% | No change | 1,860 | $55K |
| Ridgewood Investments LLC | 0.03% | No change | 1,800 | $53K |
| Financial Perspectives, Inc | 0.02% | No change | 1,766 | $52K |
| Lanark Financial, Inc. | 0.00% | Add +0.1% | 1,784 | $52K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,759 | $52K |
| Spire Wealth Management | 0.00% | Reduce -22.2% | 1,749 | $52K |
| WealthCollab, LLC | 0.03% | No change | 1,740 | $51K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,696 | $50K |
| Northwest Capital Management Inc | 0.02% | No change | 1,650 | $49K |
| PFS Partners, LLC | 0.03% | No change | 1,648 | $49K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,632 | $48K |
| Larson Financial Group LLC | 0.00% | Reduce -1.5% | 1,601 | $47K |
| Barrett & Company, Inc. | 0.02% | No change | 1,535 | $45K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 1,507 | $45K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,480 | $44K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,475 | $44K |
| Goodman Advisory Group, LLC | 0.01% | No change | 1,450 | $43K |
| Ancora Advisors LLC | 0.00% | Add +53.0% | 1,443 | $43K |
| WFA Asset Management Corp | 0.02% | No change | 1,434 | $42K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.1% | 1,430 | $42K |
| Tsfg, LLC | 0.01% | Add +103.8% | 1,404 | $42K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,343 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,325 | $39K |
| Walleye Capital LLC | 0.00% | New | 1,309 | $39K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.9% | 1,282 | $38K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +4.7% | 1,266 | $37K |
| Sawyer & Company, Inc | 0.01% | No change | 1,206 | $36K |
| Grove Bank & Trust | 0.01% | Add +29.2% | 1,196 | $35K |
| Accordant Advisory Group Inc | 0.04% | No change | 1,182 | $35K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -5.6% | 1,156 | $34K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 1,144 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,104 | $33K |
| International Assets Investment Management, LLC | 0.00% | New | 1,095 | $32K |
| FWL Investment Management, LLC | 0.01% | No change | 1,066 | $32K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,062 | $31K |
| Valued Wealth Advisors LLC | 0.02% | No change | 1,040 | $31K |
| Fortitude Family Office, LLC | 0.01% | New | 1,035 | $31K |
| Leonteq Securities AG | 0.00% | Add +2.8% | 1,028 | $30K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,018 | $30K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,000 | $30K |
| Earned Wealth Advisors, LLC | 0.01% | New | 1,000 | $30K |
| Main Street Group, LTD | 0.01% | No change | 980 | $29K |
| Addison Advisors LLC | 0.01% | Reduce -8.7% | 979 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 971 | $29K |
| PSI Advisors, LLC | 0.01% | No change | 958 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 947 | $28K |
| Private Wealth Management Group, LLC | 0.01% | No change | 896 | $26K |
| West Financial Advisors, LLC | 0.01% | New | 875 | $26K |
| Brooklyn Investment Group | 0.01% | New | 863 | $26K |
| Caldwell Trust Co | 0.00% | No change | 853 | $25K |
| CGC Financial Services, LLC | 0.01% | No change | 850 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 842 | $25K |
| Pacific Center for Financial Services | 0.01% | No change | 817 | $24K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.7% | 791 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 774 | $23K |
| Toth Financial Advisory Corp. | 0.00% | New | 748 | $22K |
| Operose Advisors LLC | 0.01% | No change | 744 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 722 | $21K |
| Keener Financial Planning LLC | 0.01% | No change | 722 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 684 | $20K |
| Fourpath Capital Management, LLC | 0.00% | New | 660 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 650 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 645 | $19K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 637 | $19K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.9% | 573 | $19K |
| Uncommon Cents Investing LLC | 0.01% | New | 623 | $18K |
| Fortis Group Advisors, LLC | 0.00% | No change | 605 | $18K |
| Bare Financial Services, Inc | 0.01% | No change | 572 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 570 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 564 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 539 | $16K |
| Strengthening Families & Communities, LLC | 0.00% | Add +3.9% | 536 | $16K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $15K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| Missouri Trust & Investment Co | 0.01% | No change | 500 | $15K |
| Naples Money Management LLC | 0.01% | No change | 480 | $14K |
| Kennebec Savings Bank | 0.01% | — | 464 | $14K |
| Motco | 0.00% | New | 416 | $12K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 414 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 384 | $11K |
| Eastern Bank | 0.00% | New | 378 | $11K |
| Gen-Wealth Partners Inc | 0.00% | No change | 372 | $11K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -21.5% | 373 | $11K |
| Hemington Wealth Management | 0.00% | New | 400 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 356 | $11K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 363 | $11K |
| Field & Main Bank | 0.00% | No change | 355 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 350 | $10K |
| GeoWealth Management, LLC | 0.00% | New | 344 | $10K |
| Hall Laurie J Trustee | 0.00% | No change | 350 | $10K |
| First United Bank & Trust | 0.00% | No change | 327 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -74.1% | 318 | $9K |
| Optimum Investment Advisors | 0.00% | No change | 312 | $9K |
| Darwin Wealth Management, LLC | 0.00% | New | 309 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 304 | $9K |
| Sandy Spring Bank | 0.00% | No change | 286 | $8K |
| Centennial Bank | 0.00% | No change | 285 | $8K |
| TFC Financial Management, Inc. | 0.00% | No change | 270 | $8K |
| Venturi Wealth Management, LLC | 0.00% | Add +80.5% | 269 | $8K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 250 | $7K |
| Arrow Financial Corp | 0.00% | No change | 236 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 226 | $7K |
| Hoese & Co LLP | 0.01% | No change | 226 | $7K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.5% | 220 | $7K |
| FSA Wealth Management LLC | 0.00% | — | 218 | $6K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 200 | $6K |
| Ascentis Independent Advisors | 0.00% | New | 194 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 169 | $5K |
| Clear Point Advisors Inc. | 0.00% | No change | 168 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 155 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 152 | $4K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 144 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 139 | $4K |
| Penserra Capital Management LLC | 0.00% | Add +2.0% | 150 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 134 | $4K |
| Country Trust Bank | 0.00% | No change | 129 | $4K |
| NBT Bank, N.A. | 0.00% | New | 118 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 108 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 101 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +49.2% | 91 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 84 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 83 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 68 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 87 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 79 | $2K |
| Clean Yield Group | 0.00% | New | 52 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 50 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 31 | $916 |
| Rise Advisors, LLC | 0.00% | Reduce -88.3% | 30 | $894 |
| Financial Gravity Companies, Inc. | 0.00% | — | 18 | $532 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -98.3% | 14 | $413 |
"% of holder's portfolio" is MFC's weight in each manager's 13F, not the share of Manulife Financial Corp. the manager owns.