Manulife FinancialMFC
13F holders, Q4 2024 (December 31)705holders +37
57new positions
43sold out
6famous investors
$30.87avg. 13F price*
At the end of Q4 2024, 705 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 37 from Q3 2024. 57 opened new positions and 43 sold out. The largest holders were Royal Bank of Canada ($4.6B), Vanguard Group Inc. ($2.3B) and Bank of Montreal ($1.4B). 6 famous investors held it, including Jeremy Grantham (0.4% of GMO's portfolio), Ray Dalio (0.3% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Manulife Financial Corp.
- CUSIP
- 56501R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $53.6M |
| Exits | 43 | $61.2M |
All 13F filers, Q3 2024 → Q4 2024: 31,807,267 shares bought and 53,649,783 shares sold, net −21,842,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Royal Bank of Canada | 1.00% | Add +0.5% | 149,765,209 | $4.6B |
| Vanguard Group Inc. | 0.04% | Reduce -0.7% | 73,964,011 | $2.3B |
| Bank of Montreal | 0.68% | Reduce -7.5% | 44,439,784 | $1.4B |
| FIL Ltd | 1.14% | Add +21.7% | 39,610,614 | $1.2B |
| TD Asset Management Inc | 0.95% | Add +0.7% | 34,803,859 | $1.1B |
| National Bank of Canada | 1.08% | Reduce -2.9% | 27,250,906 | $838.0M |
| Mackenzie Financial Corp. | 1.03% | Add +0.9% | 24,614,416 | $755.4M |
| 1832 Asset Management L.P. | 1.25% | Reduce -6.3% | 22,764,839 | $699.1M |
| Cibc World Market Inc. | 1.53% | Reduce -5.5% | 21,718,831 | $667.0M |
| Norges Bank | 0.09% | Reduce -1.1% | 21,340,230 | $654.8M |
| CIBC Asset Management Inc | 2.01% | Reduce -10.4% | 19,882,697 | $612.2M |
| Toronto Dominion Bank | 1.13% | Reduce -11.6% | 19,376,409 | $594.5M |
| JARISLOWSKY, FRASER Ltd | 2.89% | Reduce -3.4% | 16,160,979 | $494.7M |
| Bank of Nova Scotia | 0.71% | Reduce -20.6% | 13,053,016 | $400.9M |
| Beutel, Goodman & Co Ltd. | 2.11% | Reduce -9.8% | 12,603,404 | $387.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.57% | Add +1.7% | 11,334,413 | $347.8M |
| Legal & General Group Plc | 0.09% | Reduce -9.2% | 10,869,554 | $333.8M |
| Geode Capital Management, LLC | 0.03% | Add +28.7% | 10,650,598 | $333.3M |
| Scotia Capital Inc. | 1.75% | Reduce -4.4% | 10,829,993 | $332.4M |
| Federation des caisses Desjardins du Quebec | 1.57% | Reduce -37.4% | 10,055,216 | $307.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.3% | 8,979,983 | $275.8M |
| Wells Fargo & Company | 0.06% | Reduce -9.4% | 8,598,807 | $264.1M |
| Morgan Stanley | 0.02% | Reduce -0.2% | 8,002,287 | $245.8M |
| Harding Loevner LP | 1.62% | Reduce -16.9% | 7,786,566 | $239.1M |
| Capital World Investors | 0.03% | No change | 7,446,810 | $228.8M |
| Canada Pension Plan Investment Board | 0.22% | Add +42.1% | 7,427,745 | $227.9M |
| Letko, Brosseau & Associates Inc. | 4.38% | Reduce -8.8% | 7,377,147 | $226.5M |
| Amundi | 0.08% | Reduce -6.5% | 6,307,754 | $225.8M |
| TD Waterhouse Canada Inc. | 1.74% | Reduce -0.8% | 7,031,982 | $215.5M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -12.2% | 6,825,398 | $209.6M |
| HSBC Holdings PLC | 0.12% | Add +9.2% | 6,343,892 | $194.8M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -16.2% | 6,141,034 | $188.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.8% | 5,143,543 | $157.9M |
| Swiss National Bank | 0.10% | Reduce -5.4% | 5,106,300 | $156.8M |
| AustralianSuper Pty Ltd | 0.72% | Reduce -10.5% | 4,960,150 | $152.2M |
| Cardinal Capital Management, Inc. | 5.13% | Reduce -2.6% | 4,923,852 | $150.9M |
| Alberta Investment Management Corp | 1.05% | Add +5.1% | 4,896,049 | $150.3M |
| UBS Group AG | 0.03% | Add +251.9% | 4,621,757 | $141.9M |
| GMO | 0.38% | Reduce -10.8% | 3,850,803 | $118.2M |
| Bank of America Corp. | 0.01% | Add +10.2% | 3,791,685 | $116.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +11.1% | 3,603,516 | $110.7M |
| Lord, Abbett & Co. LLC | 0.36% | Reduce -12.8% | 3,587,814 | $110.2M |
| CANADA LIFE ASSURANCE Co | 0.17% | Add +2.4% | 3,274,389 | $100.4M |
| Invesco Ltd. | 0.02% | Reduce -12.0% | 3,164,230 | $97.2M |
| MUFG Securities EMEA plc | 1.73% | Add +320.0% | 2,100,000 | $92.7M |
| Mufg Securities (canada), LTD. | 2.97% | Add +69.5% | 2,675,176 | $82.1M |
| Deutsche Bank AG | 0.03% | Reduce -1.1% | 2,610,010 | $80.2M |
| Hillsdale Investment Management Inc. | 3.95% | Add +216.0% | 2,545,393 | $78.1M |
| M&G PLC | 0.45% | Reduce -11.3% | 2,293,477 | $71.1M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.6% | 2,264,961 | $69.5M |
| Intact Investment Management Inc. | 2.31% | Reduce -30.5% | 2,157,355 | $66.3M |
| Franklin Resources Inc. | 0.02% | Add +8.1% | 2,148,426 | $65.9M |
| Northern Trust Corp. | 0.01% | Add +25.2% | 2,089,929 | $64.2M |
| Addenda Capital Inc. | 2.22% | Reduce -1.5% | 1,423,384 | $62.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -28.3% | 2,026,419 | $62.2M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 2,057,848 | $62.2M |
| Aviva PLC | 0.16% | Reduce -5.0% | 2,004,578 | $61.5M |
| BlackRock, Inc. | 0.00% | Add +43.4% | 1,995,440 | $61.3M |
| Agf Management Ltd. | 0.30% | Reduce -1.7% | 1,486,083 | $60.5M |
| Bridgewater Associates | 0.28% | Add +39.1% | 1,953,994 | $60.0M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -4.3% | 1,947,035 | $59.9M |
| Allianz Asset Management GmbH | 0.08% | Add +5.9% | 1,861,773 | $57.2M |
| Bank of New York Mellon Corp | 0.01% | Add +4.7% | 1,809,774 | $55.6M |
| Waratah Capital Advisors Ltd. | 2.92% | Add +86.6% | 1,698,319 | $52.2M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -17.4% | 1,651,941 | $50.7M |
| Korea Investment CORP | 0.11% | Reduce -14.9% | 1,464,244 | $45.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.12% | Add +0.5% | 1,408,127 | $43.2M |
| Man Group plc | 0.13% | Reduce -40.4% | 1,397,139 | $42.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.19% | Reduce -12.4% | 1,392,970 | $42.7M |
| Neuberger Berman Group LLC | 0.03% | Add +0.2% | 1,366,789 | $42.0M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 2.94% | Reduce -5.0% | 1,312,537 | $40.3M |
| Acadian Asset Management LLC | 0.12% | Reduce -77.4% | 1,298,756 | $39.9M |
| Canerector Inc. | 17.61% | — | 600,000 | $36.3M |
| Caisse de depot et placement du Quebec | 0.07% | No change | 1,172,630 | $36.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.21% | Add +103.3% | 1,162,597 | $35.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 4.29% | Reduce -14.4% | 1,153,282 | $35.4M |
| Citigroup Inc. | 0.03% | Add +43.3% | 1,135,786 | $34.9M |
| O'shaughnessy Asset Management, LLC | 0.29% | Reduce -4.3% | 1,108,469 | $34.0M |
| Clearbridge Investments, LLC | 0.03% | Reduce -34.2% | 1,101,946 | $33.8M |
| Guardian Capital LP | 1.23% | Reduce -12.3% | 1,079,267 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.5% | 1,068,426 | $32.8M |
| State of Tennessee, Department of Treasury | 0.11% | Add +0.3% | 1,020,377 | $31.3M |
| American Century Companies Inc. | 0.02% | Reduce -4.2% | 994,150 | $30.5M |
| Todd Asset Management LLC | 0.72% | Add +34.4% | 982,237 | $30.2M |
| Millennium Management | 0.03% | Reduce -55.8% | 974,205 | $29.9M |
| APG Asset Management N.V. | 0.08% | New | 972,000 | $28.8M |
| Susquehanna Fundamental Investments, LLC | 0.45% | — | 874,700 | $26.9M |
| Achmea Investment Management B.V. | 0.43% | Reduce -5.0% | 852,551 | $26.2M |
| Bank of Nova Scotia Trust Co. | 2.61% | Reduce -1.4% | 803,715 | $24.7M |
| Qube Research & Technologies Ltd | 0.04% | Add +426.4% | 803,517 | $24.7M |
| Galibier Capital Management Ltd. | 6.86% | Reduce -12.7% | 781,573 | $24.0M |
| Barclays PLC | 0.01% | Add +5.1% | 779,856 | $23.9M |
| Focus Partners Wealth | 0.06% | Add +2179.3% | 768,232 | $23.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.09% | — | 760,022 | $23.3M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -5.5% | 737,798 | $22.7M |
| Mn Services Vermogensbeheer B.V. | 0.15% | Add +1.9% | 713,637 | $21.9M |
| Assenagon Asset Management S.A. | 0.04% | Add +1067.3% | 686,418 | $21.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | No change | 659,291 | $20.3M |
| Candriam S.C.A. | 0.12% | Add +41.7% | 659,686 | $20.3M |
| Wellington Management Group LLP | 0.00% | Add +1.3% | 652,730 | $20.0M |
| Teachers Retirement System of the State of Kentucky | 0.17% | Add +37.9% | 621,660 | $19.1M |
| Lombard Odier Asset Management (Europe) Ltd | 1.29% | Reduce -29.4% | 300,000 | $19.1M |
| AXA S.A. | 0.06% | Reduce -18.5% | 619,380 | $19.0M |
| Assetmark, Inc. | 0.05% | Reduce -0.3% | 572,057 | $17.6M |
| LPL Financial LLC | 0.01% | Add +6.5% | 569,540 | $17.5M |
| Dixon Mitchell Investment Counsel Inc. | 0.79% | Add +1.8% | 559,985 | $17.2M |
| Forsta Ap-Fonden | 0.12% | Reduce -5.1% | 537,400 | $16.5M |
| Raymond James Financial Inc. | 0.01% | — | 527,949 | $16.2M |
| FMR LLC | 0.00% | Add +25.6% | 497,490 | $15.3M |
| Cidel Asset Management Inc. | 1.02% | Add +1.1% | 494,733 | $15.2M |
| Northwest & Ethical Investments L.P. | 0.41% | Add +8.1% | 488,364 | $15.0M |
| Heathbridge Capital Management Ltd. | 5.80% | Reduce -26.2% | 474,950 | $14.6M |
| USS Investment Management Ltd | 0.10% | Reduce -21.0% | 469,967 | $14.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.79% | Reduce -1.4% | 459,423 | $14.0M |
| Jones Financial Companies LLLP | 0.01% | Add +67.0% | 453,230 | $13.9M |
| Crestwood Advisors Group, LLC | 0.25% | Reduce -0.7% | 437,297 | $13.4M |
| Grace & White Inc. | 2.51% | Reduce -0.2% | 430,805 | $13.2M |
| Jane Street Group, LLC | 0.02% | Reduce -10.7% | 429,004 | $13.2M |
| Varma Mutual Pension Insurance Co | 0.10% | Reduce -34.2% | 428,839 | $13.2M |
| Haven Global Partners, LLC | 12.32% | — | 425,352 | $13.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +21.6% | 420,650 | $12.8M |
| Promethos Capital, LLC | 4.53% | No change | 417,645 | $12.8M |
| Vontobel Holding Ltd. | 0.04% | Reduce -0.5% | 412,659 | $12.7M |
| Triasima Portfolio Management inc. | 2.25% | Reduce -10.5% | 377,214 | $11.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.10% | Add +37.7% | 365,000 | $11.2M |
| First Trust Advisors LP | 0.01% | Add +3.6% | 349,842 | $10.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -8.5% | 345,538 | $10.6M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.8% | 334,007 | $10.3M |
| Foster & Motley Inc. | 0.65% | Reduce -1.2% | 326,262 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 312,357 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -7.5% | 285,437 | $8.8M |
| Generali Asset Management SPA SGR | 0.18% | — | 161,195 | $7.1M |
| Hennessy Advisors Inc. | 0.21% | Reduce -3.5% | 229,800 | $7.1M |
| Natixis | 0.05% | Add +25.7% | 228,521 | $7.0M |
| Maryland State Retirement & Pension System | 0.14% | Add +2.5% | 217,498 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -8.2% | 217,480 | $6.7M |
| Janus Henderson Group PLC | 0.00% | Add +2.3% | 212,208 | $6.5M |
| OPTIMAS CAPITAL Ltd | 8.74% | Reduce -10.7% | 211,100 | $6.5M |
| Jupiter Asset Management Ltd. | 0.06% | New | 208,324 | $6.4M |
| Onex Canada Asset Management Inc. | 0.74% | Reduce -9.5% | 202,123 | $6.2M |
| Ritholtz Wealth Management | 0.18% | Reduce -2.6% | 200,452 | $6.2M |
| Graham Capital Management, L.P. | 0.30% | Reduce -4.7% | 200,441 | $6.2M |
| Utah Retirement Systems | 0.07% | Reduce -2.4% | 197,219 | $6.1M |
| Creative Planning | 0.01% | Add +12.6% | 195,233 | $6.0M |
| Lorne Steinberg Wealth Management Inc. | 1.71% | Reduce -0.1% | 192,613 | $5.9M |
| Guardian Partners Inc. | 0.60% | — | 192,187 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.8% | 181,726 | $5.9M |
| Unigestion Holding SA | 0.33% | No change | 185,584 | $5.7M |
| Gold Investment Management Ltd. | 2.37% | Add +1.1% | 183,217 | $5.6M |
| Caldwell Investment Management Ltd. | 3.73% | No change | 181,000 | $5.5M |
| Mariner, LLC | 0.01% | Reduce -8.3% | 176,663 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -50.0% | 174,300 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 168,582 | $5.2M |
| Public Sector Pension Investment Board | 0.02% | Reduce -28.0% | 168,346 | $5.2M |
| Aviso Financial Inc. | 0.26% | Reduce -22.7% | 167,180 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -16.9% | 165,956 | $5.1M |
| Sienna Gestion | 0.33% | Reduce -67.7% | 159,939 | $4.9M |
| Avanza Fonder AB | 0.15% | — | 111,044 | $4.9M |
| Quantinno Capital Management LP | 0.05% | Add +5.3% | 158,824 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.1% | 136,516 | $4.8M |
| Harvest Fund Management Co., Ltd | 0.22% | Add +454.4% | 153,766 | $4.7M |
| Barometer Capital Management Inc. | 1.83% | Reduce -9.4% | 125,674 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 148,560 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 147,261 | $4.5M |
| PCJ Investment Counsel Ltd. | 1.51% | Reduce -41.1% | 145,681 | $4.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +706.3% | 144,166 | $4.4M |
| Barry Investment Advisors, LLC | 1.42% | Reduce -6.5% | 143,999 | $4.4M |
| Benjamin Edwards Inc. | 0.06% | Reduce -2.0% | 142,268 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.7% | 138,668 | $4.3M |
| Ontario Teachers Pension Plan Board | 0.05% | Add +86.1% | 126,429 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 124,957 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -10.3% | 123,290 | $3.8M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 123,300 | $3.8M |
| United Services Automobile Association | 0.12% | Reduce -2.7% | 59,529 | $3.8M |
| Trustmark Bank Trust Department | 0.28% | Add +1.1% | 122,244 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +107.8% | 120,862 | $3.7M |
| Spinnaker Trust | 0.23% | Reduce -3.4% | 118,151 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -7.4% | 116,827 | $3.5M |
| GQG Partners LLC | 0.01% | Add +0.0% | 114,503 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.4% | 113,496 | $3.5M |
| Fifth Third Bancorp | 0.01% | Reduce -27.6% | 113,352 | $3.5M |
| Corient Private Wealth LP | 0.01% | Add +13.0% | 111,298 | $3.4M |
| Intech Investment Management LLC | 0.03% | Reduce -15.0% | 109,451 | $3.4M |
| Rathbones Group PLC | 0.02% | Reduce -8.5% | 109,200 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -97.2% | 102,102 | $3.1M |
| Twin Tree Management, LP | 0.07% | Reduce -30.0% | 99,353 | $3.1M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -0.9% | 98,211 | $3.0M |
| Vident Advisory, LLC | 0.05% | Reduce -7.9% | 98,192 | $3.0M |
| Ninepoint Partners LP | 0.48% | Reduce -15.7% | 97,373 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.6% | 97,223 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -13.4% | 96,517 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +1.3% | 93,752 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.8% | 92,697 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -14.4% | 92,591 | $2.8M |
| Bridge Creek Capital Management LLC | 0.87% | Reduce -2.9% | 91,755 | $2.8M |
| Wambolt & Associates, LLC | 0.90% | Reduce -8.9% | 91,458 | $2.8M |
| SIG North Trading, ULC | 0.64% | New | 91,439 | $2.8M |
| Bessemer Group Inc. | 0.00% | No change | 89,489 | $2.7M |
| AEGON ASSET MANAGEMENT UK Plc | 0.04% | Add +14.9% | 88,631 | $2.7M |
| Argent Trust Co | 0.11% | Reduce -1.3% | 88,308 | $2.7M |
| Claret Asset Management Corp | 0.42% | Reduce -1.4% | 86,764 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +13.2% | 82,671 | $2.5M |
| Stamos Capital Partners, L.P. | 0.59% | Reduce -5.1% | 82,270 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 81,976 | $2.5M |
| Keybank National Association | 0.01% | Reduce -8.8% | 79,682 | $2.4M |
| Metis Global Partners, LLC | 0.07% | Add +6.6% | 79,627 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +7.7% | 77,863 | $2.4M |
| Renaissance Technologies | 0.00% | New | 73,450 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 73,521 | $2.2M |
| Principal Financial Group Inc. | 0.00% | Add +11.6% | 73,100 | $2.2M |
| Choreo, LLC | 0.03% | Reduce -12.8% | 72,242 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 71,829 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -15.2% | 70,496 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +17.4% | 69,980 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 69,516 | $2.1M |
| Erste Asset Management GmbH | 0.03% | Add +0.6% | 69,300 | $2.1M |
| Investment Management Corp of Ontario | 0.07% | Reduce -13.3% | 68,395 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 68,311 | $2.1M |
| Richard P Slaughter Associates Inc | 0.45% | Reduce -5.2% | 64,700 | $2.0M |
| Capital Fund Management S.A. | 0.02% | New | 64,500 | $2.0M |
| Vise Technologies, Inc. | 0.15% | Add +33.9% | 59,714 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +6.6% | 59,557 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.2% | 57,316 | $1.8M |
| Americana Partners, LLC | 0.07% | Reduce -18.4% | 57,092 | $1.8M |
| Sterling Capital Management LLC | 0.02% | Reduce -21.7% | 56,833 | $1.7M |
| Madison Asset Management, LLC | 0.02% | Reduce -31.3% | 55,798 | $1.7M |
| Madison Investment Advisors, LLC | 0.02% | — | 55,798 | $1.7M |
| LMG Wealth Partners, LLC | 0.37% | Add +6.8% | 55,363 | $1.7M |
| DGS Capital Management, LLC | 0.42% | Add +4.4% | 54,289 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Add +11.0% | 54,087 | $1.7M |
| Pitcairn Co. | 0.10% | Reduce -6.3% | 52,560 | $1.6M |
| Signaturefd, LLC | 0.03% | Add +1.4% | 52,000 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Add +3.3% | 51,555 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -72.0% | 33,700 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.2% | 48,331 | $1.5M |
| Measured Wealth Private Client Group, LLC | 0.48% | Reduce -0.7% | 47,943 | $1.5M |
| K.J. Harrison & Partners Inc | 0.23% | Add +173.8% | 48,130 | $1.5M |
| Caprock Group, LLC | 0.05% | Reduce -3.2% | 47,683 | $1.5M |
| Empowered Funds, LLC | 0.02% | New | 47,518 | $1.5M |
| Citadel Advisors | 0.00% | Add +152.2% | 46,799 | $1.4M |
| Norris Financial Group, LLC | 0.67% | Reduce -21.5% | 46,730 | $1.4M |
| Prudential PLC | 0.01% | Reduce -28.4% | 45,955 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -57.9% | 43,484 | $1.3M |
| Sageworth Trust Co | 0.08% | No change | 43,048 | $1.3M |
| Credit Agricole S A | 0.00% | Reduce -24.3% | 42,071 | $1.3M |
| Independent Advisor Alliance | 0.02% | Reduce -0.3% | 41,443 | $1.3M |
| M&T Bank Corp | 0.00% | Add +1.2% | 40,894 | $1.3M |
| Hollencrest Capital Management | 0.05% | No change | 40,786 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.3% | 40,782 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.3% | 40,782 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 40,423 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -5.9% | 40,305 | $1.2M |
| SG Americas Securities, LLC | 0.01% | No change | 40,276 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.3% | 39,621 | $1.2M |
| State of Wyoming | 0.15% | Add +134.0% | 39,189 | $1.2M |
| Qtron Investments LLC | 0.17% | Reduce -27.3% | 38,909 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +0.6% | 38,674 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -2.2% | 38,608 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +16.8% | 38,373 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +199.3% | 37,732 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +60.5% | 36,200 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.9% | 35,996 | $1.1M |
| Union Bancaire Privee, UBP SA | 0.02% | — | 4,508 | $1.1M |
| Advisory Resource Group | 0.23% | Reduce -7.2% | 34,873 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.4% | 34,413 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.1% | 34,310 | $1.1M |
| Little House Capital LLC | 0.30% | Add +1.0% | 33,767 | $1.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -15.7% | 33,253 | $1.0M |
| Cigna Investments Inc. | 0.18% | Reduce -2.2% | 32,785 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +42.2% | 32,193 | $989K |
| Prelude Capital Management, LLC | 0.08% | Reduce -10.1% | 31,300 | $961K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +2.6% | 31,275 | $960K |
| WCG Wealth Advisors LLC | 0.06% | Add +4.5% | 30,903 | $949K |
| Hoge Financial Services, LLC | 0.69% | Add +0.8% | 30,900 | $949K |
| Versor Investments LP | 0.16% | Reduce -39.0% | 30,698 | $942K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.8% | 29,912 | $919K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -4.5% | 29,396 | $903K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -4.5% | 29,396 | $903K |
| Tacita Capital Inc | 0.64% | Reduce -6.9% | 29,213 | $895K |
| Callan Family Office, LLC | 0.06% | New | 29,040 | $892K |
| Norden Group LLC | 0.10% | Reduce -0.1% | 28,787 | $884K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -12.2% | 28,666 | $880K |
| Coastline Trust Co | 0.10% | No change | 28,320 | $870K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -19.1% | 27,976 | $859K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.9% | 27,777 | $853K |
| Arkadios Wealth Advisors | 0.05% | Reduce -33.9% | 27,642 | $849K |
| HB Wealth Management, LLC | 0.01% | Add +140.9% | 27,620 | $848K |
| Nwam LLC | 0.05% | No change | 27,590 | $847K |
| TD Private Client Wealth LLC | 0.02% | Add +0.7% | 26,476 | $813K |
| One Wealth Advisors, LLC | 0.12% | Reduce -16.6% | 26,219 | $805K |
| Verition Fund Management LLC | 0.00% | Reduce -22.5% | 26,154 | $803K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -8.6% | 26,077 | $801K |
| Huntington National Bank | 0.01% | Add +8.9% | 26,021 | $799K |
| Archer Investment Corp | 0.21% | No change | 25,700 | $789K |
| Signet Financial Management, LLC | 0.10% | Reduce -6.5% | 25,698 | $789K |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Reduce -3.2% | 25,071 | $770K |
| Evergreen Capital Management LLC | 0.02% | Add +0.6% | 24,927 | $766K |
| AlphaCore Capital LLC | 0.16% | Add +0.2% | 24,519 | $753K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -2.9% | 24,251 | $745K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.0% | 24,226 | $744K |
| Core Alternative Capital | 0.16% | Add +0.2% | 24,211 | $744K |
| WMS Partners, LLC | 0.04% | No change | 24,018 | $738K |
| Montag A & Associates Inc. | 0.03% | No change | 23,574 | $724K |
| Compound Planning, Inc. | 0.04% | Add +16.5% | 23,558 | $723K |
| Whittier Trust Co. | 0.01% | No change | 23,262 | $714K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +1.5% | 23,068 | $708K |
| Park Avenue Securities LLC | 0.01% | Add +34.2% | 22,845 | $702K |
| Burney Co./ | 0.02% | Reduce -7.1% | 22,674 | $696K |
| Hilltop National Bank | 0.21% | No change | 22,653 | $696K |
| Kovack Advisors, Inc. | 0.07% | Reduce -14.3% | 22,647 | $695K |
| Invst, LLC | 0.08% | Add +12.2% | 22,352 | $686K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.8% | 22,055 | $677K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.8% | 22,031 | $677K |
| PFG Advisors | 0.04% | Add +7.2% | 21,823 | $670K |
| Financial Counselors Inc. | 0.01% | Add +14.4% | 21,717 | $667K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -23.1% | 21,489 | $660K |
| &partners | 0.01% | Add +6.3% | 21,006 | $645K |
| Wealth Alliance, LLC | 0.08% | Reduce -10.8% | 20,856 | $641K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -26.2% | 20,497 | $629K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 20,334 | $624K |
| BayBridge Capital Group, LLC | 0.45% | Reduce -5.8% | 20,158 | $619K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 19,661 | $604K |
| CIBC Private Wealth Group LLC | 0.00% | Add +83.6% | 19,595 | $601K |
| Blair William & Co. | 0.00% | Add +0.3% | 19,501 | $599K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.5% | 19,343 | $594K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +21.1% | 20,108 | $594K |
| Mediolanum International Funds Ltd | 0.01% | New | 19,332 | $590K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -0.5% | 18,827 | $578K |
| Savant Capital, LLC | 0.00% | Add +7.9% | 18,139 | $557K |
| Boothe Investment Group, Inc. | 0.23% | No change | 17,450 | $536K |
| West Family Investments, Inc. | 0.19% | Reduce -0.9% | 17,442 | $536K |
| Fiera Capital Corp | 0.00% | Reduce -17.6% | 17,227 | $529K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.0% | 17,174 | $527K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -3.6% | 16,951 | $521K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 16,948 | $520K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 16,946 | $520K |
| Summitry LLC | 0.03% | Add +5.1% | 16,869 | $518K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.3% | 16,518 | $507K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -0.3% | 16,404 | $504K |
| Principal Securities, Inc. | 0.01% | Add +6.5% | 16,206 | $498K |
| Bridges Investment Management Inc. | 0.01% | No change | 16,164 | $496K |
| Commerce Bank | 0.00% | Add +17.6% | 16,106 | $495K |
| Callan Capital, LLC | 0.04% | Reduce -0.2% | 16,070 | $494K |
| Checchi Capital Advisers, LLC | 0.04% | No change | 15,969 | $490K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | No change | 15,894 | $488K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +3.4% | 15,817 | $486K |
| Fayez Sarofim & Co | 0.00% | No change | 15,593 | $479K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -3.6% | 15,558 | $478K |
| CenterBook Partners LP | 0.03% | New | 15,382 | $472K |
| World Investment Advisors | 0.01% | Add +23.3% | 15,223 | $467K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.1% | 15,160 | $466K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +7.7% | 15,039 | $462K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.8% | 14,961 | $459K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +12.1% | 14,939 | $459K |
| Resources Management Corp. /CT/ | 0.06% | Reduce -26.5% | 14,820 | $455K |
| O'ROURKE & COMPANY, Inc | 0.22% | Reduce -12.1% | 14,760 | $453K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -50.7% | 14,759 | $453K |
| Bowen Hanes & Co. Inc. | 0.01% | Reduce -7.4% | 14,695 | $451K |
| Strategic Blueprint, LLC | 0.03% | No change | 14,647 | $450K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 14,589 | $448K |
| Integrated Advisors Network LLC | 0.02% | Reduce -22.7% | 14,486 | $445K |
| Cwm, LLC | 0.00% | Reduce -6.3% | 14,119 | $434K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 13,872 | $426K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +7.1% | 13,703 | $421K |
| Blue Trust, Inc. | 0.01% | Reduce -41.5% | 13,405 | $412K |
| Quadrant Capital Group LLC | 0.03% | Reduce -7.9% | 13,372 | $411K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 13,345 | $410K |
| Kathmere Capital Management, LLC | 0.04% | Add +4.5% | 13,340 | $410K |
| Waverly Advisors, LLC | 0.01% | New | 13,302 | $409K |
| Triumph Capital Management | 0.14% | Add +16.0% | 13,297 | $408K |
| Brown, Lisle/Cummings, Inc. | 0.12% | Add +4.3% | 13,199 | $405K |
| Glenmede Trust Co. NA | 0.00% | Reduce -41.5% | 13,185 | $405K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +6.7% | 13,168 | $404K |
| SVB Wealth LLC | 0.01% | New | 12,890 | $396K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -2.3% | 12,839 | $394K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.7% | 13,313 | $394K |
| Danske Bank A/S | 0.00% | New | 12,840 | $394K |
| Savvy Advisors, Inc. | 0.05% | New | 12,773 | $392K |
| Baron Wealth Management LLC | 0.18% | Reduce -11.7% | 12,709 | $390K |
| Plato Investment Management Ltd | 0.03% | No change | 12,623 | $389K |
| Bragg Financial Advisors, Inc | 0.02% | Add +0.0% | 12,555 | $386K |
| Louisbourg Investments Inc. | 0.10% | Reduce -0.9% | 12,493 | $384K |
| Aprio Wealth Management, LLC | 0.06% | Add +7.5% | 12,468 | $383K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -7.0% | 12,316 | $378K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.2% | 12,314 | $378K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,155 | $372K |
| CoreCap Advisors, LLC | 0.02% | Add +36.3% | 12,066 | $371K |
| Stephens Inc. | 0.01% | Reduce -12.3% | 12,050 | $370K |
| Synovus Financial Corp. | 0.00% | Reduce -6.2% | 12,045 | $370K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -6.9% | 12,358 | $370K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.7% | 12,031 | $369K |
| Websterrogers Financial Advisors, LLC | 0.13% | No change | 12,026 | $369K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -9.3% | 12,016 | $369K |
| EP Wealth Advisors, LLC | 0.00% | Add +12.3% | 11,980 | $368K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.4% | 11,791 | $362K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.6% | 11,790 | $362K |
| Hendershot Investments Inc. | 0.05% | No change | 11,585 | $356K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 11,385 | $350K |
| Trek Financial, LLC | 0.03% | Reduce -3.1% | 11,312 | $347K |
| Pekin Hardy Strauss, Inc. | 0.04% | No change | 11,124 | $342K |
| Faithward Advisors, LLC | 0.06% | Add +0.1% | 11,068 | $340K |
| Finward Bancorp | 0.29% | — | 10,984 | $337K |
| First Nebraska Trust Co | 0.03% | No change | 10,950 | $336K |
| Pacific Point Advisors, LLC | 0.20% | — | 11,300 | $335K |
| First National Bank & Trust Co. of Newtown | 0.07% | No change | 10,892 | $334K |
| Councilmark Asset Management, LLC | 0.22% | No change | 10,886 | $334K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 10,741 | $330K |
| Seven Mile Advisory | 0.21% | Reduce -1.4% | 10,622 | $326K |
| Squarepoint Ops LLC | 0.00% | New | 10,518 | $323K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.3% | 10,320 | $317K |
| Equitable Holdings, Inc. | 0.00% | Add +11.5% | 10,249 | $315K |
| Midwest Professional Planners, LTD. | 0.09% | New | 10,245 | $315K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -13.8% | 10,231 | $314K |
| Haven Private, LLC | 0.18% | — | 10,213 | $314K |
| AQR Capital Management | 0.00% | Add +33.3% | 10,140 | $311K |
| DeepCurrents Investment Group LLC | 0.70% | Reduce -63.5% | 10,130 | $311K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.5% | 10,061 | $309K |
| Balyasny Asset Management L.P. | 0.00% | New | 9,989 | $307K |
| D'Orazio & Associates, Inc. | 0.05% | Add +0.4% | 9,981 | $307K |
| PDS Planning, Inc | 0.03% | Add +1.4% | 9,980 | $306K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -25.9% | 9,969 | $306K |
| RNC Capital Management LLC | 0.02% | Reduce -1.8% | 9,945 | $305K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -7.3% | 9,915 | $304K |
| Greenleaf Trust | 0.00% | No change | 9,889 | $304K |
| Napatree Capital LLC | 0.18% | Add +5.8% | 9,814 | $301K |
| Lewis Asset Management, LLC | 0.23% | Add +21.2% | 9,791 | $301K |
| Selective Wealth Management, Inc. | 0.12% | Reduce -12.0% | 10,050 | $300K |
| Apollon Wealth Management, LLC | 0.01% | Add +21.0% | 9,732 | $299K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.9% | 9,681 | $297K |
| Rhumbline Advisers | 0.00% | Reduce -0.0% | 9,583 | $294K |
| Value Partners Investments Inc. | 0.17% | Reduce -9.2% | 9,581 | $294K |
| Lincoln Capital Corp. | 0.12% | Reduce -17.3% | 9,543 | $293K |
| Forum Financial Management, LP | 0.00% | No change | 9,536 | $293K |
| Brighton Jones LLC | 0.01% | Add +33.9% | 9,393 | $288K |
| Peregrine Asset Advisers, Inc. | 0.11% | No change | 9,350 | $287K |
| Westwood Holdings Group Inc. | 0.00% | No change | 9,343 | $287K |
| ICONIQ Capital, LLC | 0.00% | New | 9,302 | $286K |
| American National Bank & Trust | 0.03% | No change | 9,262 | $284K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -0.8% | 9,258 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.6% | 9,121 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.3% | 9,052 | $278K |
| Old National Bancorp | 0.01% | Add +10.1% | 9,029 | $277K |
| First Affirmative Financial Network | 0.16% | Reduce -5.3% | 8,905 | $273K |
| Trust Co of the South | 0.06% | Reduce -1.8% | 8,863 | $272K |
| Csenge Advisory Group | 0.01% | Reduce -2.6% | 8,815 | $271K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 8,781 | $270K |
| Westmount Partners, LLC | 0.08% | Add +1.6% | 8,749 | $269K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -0.1% | 8,743 | $268K |
| Hamilton Wealth, LLC | 0.06% | No change | 8,516 | $262K |
| Guggenheim Capital LLC | 0.00% | Add +23.7% | 8,486 | $261K |
| Hill Investment Group Partners, LLC | 0.03% | New | 8,477 | $260K |
| OneAscent Financial Services LLC | 0.02% | Add +1.6% | 8,447 | $259K |
| Tiaa Trust, National Association | 0.00% | Add +5.0% | 8,419 | $259K |
| Keudell/Morrison Wealth Management | 0.07% | Add +0.1% | 8,303 | $255K |
| MAI Capital Management | 0.00% | Reduce -28.8% | 8,223 | $253K |
| Syon Capital LLC | 0.02% | Add +0.4% | 8,190 | $252K |
| Legacy Advisors, LLC | 0.02% | New | 8,127 | $250K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.4% | 8,075 | $248K |
| Sigma Planning Corp | 0.01% | Add +0.7% | 8,074 | $248K |
| Stonebridge Capital Management Inc. | 0.10% | No change | 8,000 | $246K |
| UMB Bank, n.a. | 0.00% | Reduce -3.5% | 7,853 | $241K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 7,751 | $238K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 7,747 | $238K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 7,744 | $238K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 7,689 | $236K |
| Hapanowicz & Associates Financial Services, Inc | 0.12% | No change | 7,652 | $235K |
| Essential Planning, LLC. | 0.00% | New | 7,505 | $234K |
| Rehmann Capital Advisory Group | 0.01% | Add +9.2% | 7,566 | $232K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -20.9% | 7,611 | $232K |
| Alaska Wealth Advisors, LLC | 0.04% | No change | 7,469 | $229K |
| Parallel Advisors, LLC | 0.01% | Add +7.0% | 7,412 | $228K |
| Mitchell & Pahl Private Wealth, LLC | 0.11% | Reduce -8.7% | 7,372 | $226K |
| Aspen Grove Capital, LLC | 0.05% | Reduce -0.3% | 7,365 | $226K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.5% | 7,334 | $225K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.1% | 7,289 | $224K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 7,240 | $222K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.1% | 7,219 | $222K |
| Crewe Advisors LLC | 0.03% | No change | 7,200 | $221K |
| Ariadne Wealth Management, LP | 0.10% | Reduce -11.5% | 7,400 | $221K |
| Wealth Quarterback LLC | 0.10% | Add +0.8% | 7,189 | $221K |
| jvl associates llc | 0.08% | New | 7,106 | $218K |
| Anchor Investment Management, LLC | 0.02% | No change | 7,100 | $218K |
| WINTON GROUP Ltd | 0.01% | No change | 7,063 | $217K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 7,035 | $216K |
| Mustard Seed Financial, LLC | 0.17% | No change | 6,940 | $213K |
| FMA Wealth Management, LLC | 0.16% | No change | 6,898 | $212K |
| Merit Financial Group, LLC | 0.00% | New | 6,897 | $212K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -35.7% | 6,891 | $212K |
| QRG Capital Management, Inc. | 0.00% | New | 6,864 | $211K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -0.4% | 6,863 | $211K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 6,858 | $211K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,798 | $209K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 6,794 | $209K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,759 | $208K |
| Macquarie Group Ltd. | 0.00% | No change | 6,735 | $207K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -45.2% | 6,726 | $206K |
| Flputnam Investment Management Co. | 0.00% | New | 6,651 | $204K |
| Hunting Hill Global Capital, LLC | 0.09% | New | 6,600 | $202K |
| Twinbeech Capital LP | 0.00% | New | 6,538 | $201K |
| GoalVest Advisory LLC | 0.05% | No change | 6,400 | $197K |
| JCIC Asset Management Inc. | 0.08% | Add +16.1% | 6,389 | $196K |
| LRI Investments, LLC | 0.02% | No change | 6,371 | $196K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.1% | 6,060 | $186K |
| Estabrook Capital Management | 0.03% | No change | 6,000 | $184K |
| Global Retirement Partners, LLC | 0.01% | Reduce -13.6% | 5,844 | $179K |
| Castleview Partners, LLC | 0.10% | Reduce -0.0% | 5,830 | $178K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.7% | 5,719 | $176K |
| New England Capital Financial Advisors LLC | 0.08% | No change | 5,527 | $170K |
| Allworth Financial LP | 0.00% | Add +1.6% | 5,564 | $169K |
| Bank of New Hampshire | 0.04% | No change | 5,123 | $157K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 5,084 | $156K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 5,063 | $155K |
| Cromwell Holdings LLC | 0.08% | No change | 4,768 | $146K |
| Private Trust Co. NA | 0.01% | Add +4.1% | 4,734 | $145K |
| LGT Financial Advisors LLC | 0.31% | Reduce -25.0% | 4,581 | $141K |
| St Germain D J Co. Inc. | 0.01% | Add +65.3% | 4,547 | $140K |
| Key Financial Inc | 0.03% | No change | 4,272 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.3% | 4,037 | $124K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.3% | 3,998 | $123K |
| WASHINGTON TRUST Co | 0.00% | Add +5.6% | 3,884 | $119K |
| CENTRAL TRUST Co | 0.00% | Add +1.9% | 3,860 | $119K |
| Tobam | 0.04% | Reduce -24.2% | 2,645 | $117K |
| Pacifica Partners Inc. | 0.05% | Reduce -27.1% | 3,707 | $113K |
| IFP Advisors, Inc | 0.00% | Add +8.1% | 3,639 | $112K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -32.7% | 3,647 | $111K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,420 | $105K |
| Hexagon Capital Partners LLC | 0.02% | Add +1.4% | 3,404 | $105K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.6% | 3,293 | $101K |
| Colonial Trust Advisors | 0.01% | Reduce -39.0% | 3,081 | $95K |
| Grayhawk Investment Strategies Inc. | 0.18% | New | 3,081 | $95K |
| Hurley Capital, LLC | 0.08% | — | 3,084 | $95K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,890 | $92K |
| Sachetta, LLC | 0.04% | Add +0.6% | 2,993 | $92K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +40.9% | 2,754 | $85K |
| Capital Analysts, LLC | 0.00% | Add +0.6% | 2,733 | $84K |
| HM Payson & Co. | 0.00% | No change | 2,701 | $83K |
| Colonial Trust Co / SC | 0.01% | Add +273.4% | 2,696 | $83K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.2% | 2,662 | $82K |
| Clearstead Advisors, LLC | 0.00% | Add +2.1% | 2,626 | $81K |
| Center for Financial Planning, Inc. | 0.01% | Add +26.4% | 2,622 | $81K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,583 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,400 | $74K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,355 | $72K |
| Bfsg, LLC | 0.01% | Reduce -42.8% | 2,354 | $72K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,347 | $72K |
| Financial Freedom, LLC | 0.04% | No change | 2,318 | $71K |
| Nemes Rush Group LLC | 0.01% | No change | 2,294 | $70K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 2,243 | $69K |
| Trust Co. of Vermont | 0.00% | No change | 2,208 | $68K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,078 | $64K |
| Continuum Advisory, LLC | 0.01% | Add +4.4% | 2,063 | $63K |
| Murphy & Mullick Capital Management Corp | 0.06% | — | 2,014 | $62K |
| MCF Advisors LLC | 0.00% | No change | 2,000 | $61K |
| Lindbrook Capital, LLC | 0.01% | Add +2.4% | 1,978 | $61K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.3% | 1,973 | $61K |
| Ancora Advisors LLC | 0.00% | Add +34.6% | 1,943 | $60K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,894 | $58K |
| Legacy Bridge, LLC | 0.03% | No change | 1,860 | $57K |
| Ridgewood Investments LLC | 0.03% | No change | 1,800 | $55K |
| Spire Wealth Management | 0.00% | Add +1.3% | 1,771 | $54K |
| Financial Perspectives, Inc | 0.02% | No change | 1,766 | $54K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,759 | $54K |
| WealthCollab, LLC | 0.03% | No change | 1,740 | $53K |
| Graney & King, LLC | 0.04% | — | 1,726 | $53K |
| Northwest Capital Management Inc | 0.02% | No change | 1,650 | $51K |
| PFS Partners, LLC | 0.03% | No change | 1,648 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,632 | $50K |
| Larson Financial Group LLC | 0.00% | No change | 1,601 | $49K |
| Brooklyn Investment Group | 0.01% | Add +78.1% | 1,537 | $47K |
| Barrett & Company, Inc. | 0.02% | No change | 1,535 | $47K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +202.6% | 1,513 | $47K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 1,507 | $46K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,480 | $45K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 1,475 | $45K |
| Lavaca Capital LLC | 0.02% | New | 1,466 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,446 | $44K |
| WFA Asset Management Corp | 0.02% | No change | 1,434 | $44K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,430 | $44K |
| Addison Advisors LLC | 0.01% | Add +45.9% | 1,428 | $44K |
| Millstone Evans Group, LLC | 0.03% | — | 1,420 | $44K |
| Mather Group, Llc. | 0.00% | New | 1,368 | $42K |
| Transce3nd, LLC | 0.01% | — | 1,363 | $42K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,343 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,325 | $41K |
| Vestor Capital, LLC | 0.00% | New | 1,317 | $40K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.8% | 1,292 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,266 | $39K |
| Fortitude Family Office, LLC | 0.01% | Add +19.7% | 1,239 | $38K |
| CKW Financial Group | 0.00% | New | 1,219 | $37K |
| Accordant Advisory Group Inc | 0.04% | No change | 1,182 | $36K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 1,156 | $36K |
| Lazard Asset Management LLC | 0.00% | New | 1,168 | $35K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,137 | $35K |
| Stonebridge Financial Group, LLC | 0.00% | — | 1,119 | $34K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 1,144 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,104 | $34K |
| FWL Investment Management, LLC | 0.01% | No change | 1,066 | $33K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,062 | $33K |
| Valued Wealth Advisors LLC | 0.02% | No change | 1,040 | $32K |
| Lee Danner & Bass Inc. | 0.00% | New | 1,000 | $31K |
| Main Street Group, LTD | 0.01% | No change | 980 | $30K |
| PSI Advisors, LLC | 0.01% | No change | 958 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 947 | $29K |
| Grove Bank & Trust | 0.00% | Reduce -22.6% | 926 | $28K |
| Private Wealth Management Group, LLC | 0.01% | No change | 896 | $28K |
| West Financial Advisors, LLC | 0.01% | No change | 875 | $27K |
| Caldwell Trust Co | 0.00% | No change | 853 | $26K |
| CGC Financial Services, LLC | 0.01% | No change | 850 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 842 | $26K |
| Crews Bank & Trust | 0.00% | — | 840 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 817 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 791 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 774 | $24K |
| Duncker Streett & Co. Inc. | 0.00% | New | 762 | $23K |
| Toth Financial Advisory Corp. | 0.00% | No change | 748 | $23K |
| ORG Partners LLC | 0.00% | New | 746 | $23K |
| Versant Capital Management, Inc | 0.00% | Add +90.1% | 730 | $22K |
| Keener Financial Planning LLC | 0.01% | No change | 722 | $22K |
| Pinney & Scofield, Inc. | 0.02% | — | 684 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 684 | $21K |
| Tsfg, LLC | 0.00% | Reduce -50.9% | 689 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 650 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +0.2% | 646 | $20K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 643 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -39.3% | 618 | $19K |
| Fortis Group Advisors, LLC | 0.00% | No change | 605 | $19K |
| Aspetuck Financial Management LLC | 0.01% | — | 590 | $18K |
| Bare Financial Services, Inc | 0.01% | No change | 572 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 570 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 564 | $17K |
| Semmax Financial Advisors Inc. | 0.00% | Add +0.9% | 578 | $17K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.8% | 540 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -6.3% | 505 | $16K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| GeoWealth Management, LLC | 0.00% | Add +42.4% | 490 | $15K |
| Missouri Trust & Investment Co | 0.00% | Reduce -10.0% | 450 | $14K |
| Kennebec Savings Bank | 0.01% | No change | 464 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Add +16.9% | 416 | $13K |
| Motco | 0.00% | No change | 416 | $13K |
| Hemington Wealth Management | 0.00% | No change | 400 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | Add +2671.4% | 388 | $12K |
| Eastern Bank | 0.00% | No change | 378 | $12K |
| Zions Bancorporation, N.A. | 0.00% | No change | 373 | $11K |
| Gen-Wealth Partners Inc | 0.00% | No change | 372 | $11K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 364 | $11K |
| Field & Main Bank | 0.00% | No change | 355 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 350 | $11K |
| Compass Financial Services Inc | 0.01% | — | 335 | $10K |
| First United Bank & Trust | 0.00% | No change | 327 | $10K |
| Valley National Advisers Inc. | 0.00% | New | 348 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 312 | $10K |
| Darwin Wealth Management, LLC | 0.00% | Add +0.7% | 311 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 304 | $9K |
| Human Investing LLC | 0.00% | New | 300 | $9K |
| Smithfield Trust Co | 0.00% | New | 298 | $9K |
| Sandy Spring Bank | 0.00% | No change | 286 | $9K |
| Centennial Bank | 0.00% | No change | 285 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 284 | $8K |
| TFC Financial Management, Inc. | 0.00% | No change | 270 | $8K |
| Wolff Wiese Magana LLC | 0.01% | New | 260 | $8K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 257 | $8K |
| 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 +0.9% | 222 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 218 | $7K |
| Sierra Ocean, LLC | 0.01% | — | 217 | $7K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 200 | $6K |
| Compass Planning Associates Inc | 0.01% | — | 191 | $6K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -32.7% | 181 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 169 | $5K |
| Hall Laurie J Trustee | 0.00% | Reduce -57.1% | 150 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 156 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 155 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 152 | $5K |
| 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 |
| Penserra Capital Management LLC | 0.00% | No change | 150 | $4K |
| Country Trust Bank | 0.00% | No change | 129 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 118 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 108 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 101 | $3K |
| Clark Wealth Partners | 0.00% | — | 100 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 91 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 84 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 83 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 75 | $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 |
| Aventura Private Wealth, LLC | 0.00% | — | 60 | $2K |
| Ameriflex Group, Inc. | 0.00% | — | 61 | $2K |
| Clean Yield Group | 0.00% | No change | 52 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 50 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 47 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 40 | $1K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 37 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 31 | $952 |
| Rise Advisors, LLC | 0.00% | No change | 30 | $937 |
| Leonteq Securities AG | 0.00% | Reduce -97.3% | 28 | $860 |
| Financial Gravity Companies, Inc. | 0.00% | No change | 18 | $553 |
| Optiver Holding B.V. | 0.00% | New | 12 | $369 |
| High Note Wealth, LLC | 0.00% | New | 6 | $184 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $54 |
"% of holder's portfolio" is MFC's weight in each manager's 13F, not the share of Manulife Financial Corp. the manager owns.