Manulife FinancialMFC
13F holders, Q1 2025 (March 31)718holders +13
62new positions
45sold out
8famous investors
$31.25avg. 13F price*
At the end of Q1 2025, 718 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 13 from Q4 2024. 62 opened new positions and 45 sold out. The largest holders were Royal Bank of Canada ($4.6B), Vanguard Group Inc. ($2.3B) and Bank of Montreal ($1.6B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Jeremy Grantham (0.4% of GMO'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $107.7M |
| Exits | 45 | $189.3M |
All 13F filers, Q4 2024 → Q1 2025: 41,082,206 shares bought and 47,279,663 shares sold, net −6,197,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 718 holders
| Royal Bank of Canada | 1.03% | Reduce -1.3% | 147,883,763 | $4.6B |
| Vanguard Group Inc. | 0.04% | Add +0.5% | 74,333,649 | $2.3B |
| Bank of Montreal | 0.84% | Add +12.8% | 50,117,501 | $1.6B |
| TD Asset Management Inc | 1.06% | Add +6.6% | 37,093,064 | $1.2B |
| FIL Ltd | 1.08% | Reduce -7.5% | 36,626,252 | $1.1B |
| National Bank of Canada | 0.99% | Reduce -0.8% | 27,031,961 | $842.0M |
| Mackenzie Financial Corp. | 1.09% | Add +0.2% | 24,669,585 | $768.7M |
| 1832 Asset Management L.P. | 1.45% | Add +7.3% | 24,425,465 | $760.9M |
| Cibc World Market Inc. | 1.55% | Add +0.6% | 21,843,776 | $680.4M |
| Norges Bank | 0.09% | Reduce -0.4% | 21,258,231 | $662.5M |
| CIBC Asset Management Inc | 2.02% | Reduce -2.4% | 19,398,958 | $607.4M |
| Toronto Dominion Bank | 1.56% | Add +0.2% | 19,415,303 | $605.0M |
| Bank of Nova Scotia | 0.99% | Add +7.2% | 13,990,810 | $436.0M |
| Morgan Stanley | 0.03% | Add +57.3% | 12,585,898 | $392.1M |
| Geode Capital Management, LLC | 0.03% | Add +10.2% | 11,732,344 | $372.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.56% | Add +1.0% | 11,447,174 | $356.7M |
| Beutel, Goodman & Co Ltd. | 2.04% | Reduce -9.7% | 11,381,728 | $354.6M |
| Legal & General Group Plc | 0.09% | Add +0.3% | 10,905,963 | $339.8M |
| Scotia Capital Inc. | 1.78% | Reduce -1.4% | 10,683,604 | $332.7M |
| Federation des caisses Desjardins du Quebec | 1.54% | Reduce -0.9% | 9,959,442 | $310.3M |
| Canada Pension Plan Investment Board | 0.29% | Add +30.0% | 9,653,897 | $300.9M |
| JPMorgan Chase & Co. | 0.02% | Add +5.8% | 9,501,434 | $296.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +134.3% | 8,444,479 | $263.0M |
| Wells Fargo & Company | 0.06% | Reduce -3.5% | 8,295,282 | $258.4M |
| Harding Loevner LP | 1.77% | Reduce -4.8% | 7,408,865 | $230.8M |
| TD Waterhouse Canada Inc. | 1.78% | Reduce -2.2% | 6,874,994 | $217.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.0% | 6,962,345 | $216.9M |
| HSBC Holdings PLC | 0.14% | Add +2.8% | 6,520,840 | $203.2M |
| Massachusetts Financial Services Co. | 0.07% | Add +3.9% | 6,380,955 | $198.8M |
| Amundi | 0.07% | Reduce -10.2% | 5,662,169 | $197.6M |
| Letko, Brosseau & Associates Inc. | 4.16% | Reduce -14.9% | 6,274,747 | $195.5M |
| AustralianSuper Pty Ltd | 0.87% | No change | 4,960,150 | $154.6M |
| Swiss National Bank | 0.11% | Reduce -3.6% | 4,920,000 | $153.4M |
| Alberta Investment Management Corp | 1.09% | Reduce -1.0% | 4,846,210 | $151.0M |
| Cardinal Capital Management, Inc. | 5.12% | Reduce -1.8% | 4,835,800 | $150.7M |
| Capital World Investors | 0.02% | Reduce -36.6% | 4,717,699 | $147.0M |
| Bank of America Corp. | 0.01% | Add +12.2% | 4,253,271 | $132.5M |
| GMO | 0.36% | Reduce -3.6% | 3,712,522 | $115.7M |
| Lord, Abbett & Co. LLC | 0.42% | Reduce -0.1% | 3,585,217 | $111.7M |
| JARISLOWSKY, FRASER Ltd | 0.67% | Reduce -78.7% | 3,444,720 | $107.3M |
| CANADA LIFE ASSURANCE Co | 0.18% | Reduce -0.7% | 3,252,085 | $101.5M |
| Bridgewater Associates | 0.46% | Add +63.5% | 3,195,751 | $99.6M |
| Agf Management Ltd. | 0.48% | Add +63.7% | 2,433,140 | $90.6M |
| Deutsche Bank AG | 0.04% | Add +8.7% | 2,837,989 | $88.4M |
| UBS Group AG | 0.02% | Reduce -40.6% | 2,743,001 | $85.4M |
| Mufg Securities (canada), LTD. | 2.85% | Reduce -1.7% | 2,629,237 | $81.9M |
| Intact Investment Management Inc. | 2.70% | Add +17.2% | 2,527,925 | $78.8M |
| Invesco Ltd. | 0.01% | Reduce -24.8% | 2,379,116 | $74.1M |
| Aviva PLC | 0.18% | Add +16.6% | 2,336,742 | $72.9M |
| Northern Trust Corp. | 0.01% | Add +6.5% | 2,225,406 | $69.3M |
| DekaBank Deutsche Girozentrale | 0.12% | Add +1.5% | 2,088,842 | $63.7M |
| Jupiter Asset Management Ltd. | 0.60% | Add +871.5% | 2,023,966 | $63.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -4.3% | 1,939,538 | $60.4M |
| Addenda Capital Inc. | 2.23% | Reduce -5.6% | 1,343,263 | $60.2M |
| Franklin Resources Inc. | 0.02% | Reduce -12.1% | 1,888,290 | $58.8M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -3.9% | 1,870,638 | $58.6M |
| Man Group plc | 0.18% | Add +30.7% | 1,825,645 | $56.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 1,775,702 | $55.3M |
| BlackRock, Inc. | 0.00% | Reduce -13.6% | 1,723,618 | $53.7M |
| Hillsdale Investment Management Inc. | 2.73% | Reduce -32.3% | 1,722,448 | $53.7M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -0.6% | 1,642,302 | $51.0M |
| Korea Investment CORP | 0.12% | Add +11.4% | 1,630,836 | $50.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +3.9% | 1,462,870 | $45.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.28% | Add +23.3% | 1,433,146 | $44.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.22% | Add +1.0% | 1,406,870 | $43.8M |
| Neuberger Berman Group LLC | 0.04% | Add +2.5% | 1,400,296 | $43.6M |
| Nuveen, LLC | 0.01% | — | 1,394,469 | $43.4M |
| Allianz Asset Management GmbH | 0.06% | Reduce -26.0% | 1,378,161 | $42.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 3.12% | Add +3.0% | 1,351,667 | $42.1M |
| Todd Asset Management LLC | 0.86% | Add +19.2% | 1,170,403 | $36.5M |
| Barclays PLC | 0.02% | Add +40.4% | 1,095,042 | $34.1M |
| Bessemer Group Inc. | 0.06% | Add +1113.7% | 1,086,145 | $33.9M |
| State of Tennessee, Department of Treasury | 0.12% | Add +0.3% | 1,023,767 | $31.9M |
| Waratah Capital Advisors Ltd. | 2.14% | Reduce -40.6% | 1,008,066 | $31.4M |
| MUFG Securities EMEA plc | 0.81% | Reduce -66.7% | 700,000 | $31.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.6% | 998,076 | $31.1M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 3.79% | Reduce -17.0% | 957,725 | $29.8M |
| O'shaughnessy Asset Management, LLC | 0.23% | Reduce -16.0% | 930,830 | $29.0M |
| Guardian Capital LP | 1.11% | Reduce -16.3% | 903,716 | $28.2M |
| Achmea Investment Management B.V. | 0.40% | Add +4.4% | 889,777 | $27.7M |
| APG Asset Management N.V. | 0.09% | Reduce -1.6% | 956,100 | $27.6M |
| Citigroup Inc. | 0.02% | Reduce -26.3% | 837,028 | $26.1M |
| Susquehanna Fundamental Investments, LLC | 0.43% | Reduce -5.0% | 830,800 | $25.9M |
| Millennium Management | 0.03% | Reduce -15.3% | 825,656 | $25.7M |
| American Century Companies Inc. | 0.02% | Reduce -17.6% | 819,503 | $25.5M |
| AXA S.A. | 0.08% | Add +28.2% | 794,306 | $24.7M |
| Two Sigma Investments, LP | 0.06% | New | 790,115 | $24.6M |
| Bank of Nova Scotia Trust Co. | 2.59% | Reduce -2.9% | 780,742 | $24.3M |
| Focus Partners Wealth | 0.06% | Reduce -1.3% | 758,388 | $23.6M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -0.5% | 734,101 | $22.9M |
| Teachers Retirement System of the State of Kentucky | 0.21% | Add +17.9% | 733,160 | $22.8M |
| Wellington Management Group LLP | 0.00% | Add +8.5% | 707,993 | $22.1M |
| Galibier Capital Management Ltd. | 6.76% | Reduce -11.1% | 695,153 | $21.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -14.6% | 686,002 | $21.4M |
| Mn Services Vermogensbeheer B.V. | 0.16% | Reduce -8.0% | 656,937 | $20.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -2.0% | 646,091 | $20.2M |
| Acadian Asset Management LLC | 0.06% | Reduce -51.4% | 631,547 | $19.7M |
| Dixon Mitchell Investment Counsel Inc. | 0.85% | Add +7.5% | 601,946 | $18.8M |
| Assetmark, Inc. | 0.05% | Add +4.0% | 594,906 | $18.5M |
| Forsta Ap-Fonden | 0.14% | Add +10.6% | 594,500 | $18.5M |
| Jones Financial Companies LLLP | 0.02% | Add +32.3% | 599,496 | $18.4M |
| LPL Financial LLC | 0.01% | Add +0.7% | 573,236 | $17.9M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -52.0% | 563,134 | $17.5M |
| Clearbridge Investments, LLC | 0.02% | Reduce -49.3% | 558,387 | $17.4M |
| Candriam S.C.A. | 0.11% | Reduce -16.2% | 552,627 | $17.2M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 546,409 | $17.0M |
| Macquarie Group Ltd. | 0.02% | Add +5400.5% | 370,456 | $16.5M |
| Susquehanna Portfolio Strategies, LLC | 7.08% | New | 528,900 | $16.5M |
| Northwest & Ethical Investments L.P. | 0.44% | Add +5.8% | 516,568 | $16.1M |
| SIG North Trading, ULC | 3.17% | Add +445.9% | 499,131 | $15.5M |
| FMR LLC | 0.00% | Add +0.3% | 498,731 | $15.5M |
| Van Eck Associates Corp. | 0.02% | Add +46.0% | 487,750 | $15.2M |
| Cidel Asset Management Inc. | 0.98% | Reduce -2.5% | 482,482 | $15.0M |
| Lombard Odier Asset Management (Europe) Ltd | 1.37% | Reduce -22.6% | 232,320 | $15.0M |
| Heathbridge Capital Management Ltd. | 5.91% | Reduce -1.7% | 466,850 | $14.6M |
| Promethos Capital, LLC | 5.33% | Add +11.7% | 466,475 | $14.5M |
| Cardinal Point Capital Management ULC | 1.31% | New | 461,433 | $14.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +4.0% | 437,523 | $13.9M |
| Jane Street Group, LLC | 0.02% | Add +0.9% | 432,895 | $13.5M |
| Grace & White Inc. | 2.59% | Reduce -0.2% | 429,805 | $13.4M |
| Crestwood Advisors Group, LLC | 0.25% | Reduce -5.2% | 414,732 | $12.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.07% | Reduce -49.1% | 386,891 | $12.1M |
| Varma Mutual Pension Insurance Co | 0.10% | Reduce -10.9% | 382,039 | $11.9M |
| Oddo BHF Asset Management Sas | 0.47% | New | 255,200 | $11.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.10% | No change | 365,000 | $11.4M |
| Triasima Portfolio Management inc. | 2.22% | Reduce -4.0% | 362,303 | $11.3M |
| Renaissance Technologies | 0.02% | Add +371.6% | 346,424 | $10.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +232.7% | 339,732 | $10.6M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.0% | 334,984 | $10.4M |
| Unigestion Holding SA | 0.61% | Add +78.4% | 331,084 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.8% | 330,420 | $10.3M |
| Two Sigma Advisers, LP | 0.02% | Add +87.8% | 327,355 | $10.2M |
| Foster & Motley Inc. | 0.64% | Add +0.0% | 326,387 | $10.2M |
| Vontobel Holding Ltd. | 0.04% | Reduce -22.2% | 321,177 | $10.0M |
| Barometer Capital Management Inc. | 3.72% | Add +77.2% | 222,645 | $10.0M |
| Graham Capital Management, L.P. | 0.43% | Add +49.0% | 298,623 | $9.3M |
| Maryland State Retirement & Pension System | 0.21% | Add +29.0% | 280,524 | $8.7M |
| USS Investment Management Ltd | 0.07% | Reduce -40.6% | 279,167 | $8.7M |
| US Bancorp \de | 0.01% | Reduce -2.3% | 278,906 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | Add +825.9% | 257,173 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +72.8% | 254,545 | $7.9M |
| Natixis | 0.04% | Add +7.1% | 244,663 | $7.6M |
| Citadel Advisors | 0.01% | Add +378.8% | 224,077 | $7.0M |
| Creative Planning | 0.01% | Add +13.9% | 222,307 | $6.9M |
| Janus Henderson Group PLC | 0.00% | No change | 212,208 | $6.5M |
| Intech Investment Management LLC | 0.07% | Add +86.0% | 203,628 | $6.3M |
| Utah Retirement Systems | 0.07% | Reduce -1.8% | 193,756 | $6.0M |
| OPTIMAS CAPITAL Ltd | 10.23% | Reduce -8.4% | 193,400 | $6.0M |
| Lorne Steinberg Wealth Management Inc. | 1.75% | Reduce -0.1% | 192,514 | $6.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -11.7% | 192,107 | $6.0M |
| Gold Investment Management Ltd. | 2.52% | Add +4.5% | 191,492 | $6.0M |
| Ritholtz Wealth Management | 0.18% | Reduce -6.1% | 188,211 | $5.9M |
| ExodusPoint Capital Management, LP | 0.08% | New | 183,800 | $5.7M |
| First Trust Advisors LP | 0.01% | Reduce -48.3% | 180,794 | $5.6M |
| Quantinno Capital Management LP | 0.04% | Add +11.7% | 177,322 | $5.5M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 176,178 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.7% | 167,692 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +47.8% | 172,708 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 170,053 | $5.3M |
| Public Sector Pension Investment Board | 0.02% | Reduce -1.2% | 166,346 | $5.2M |
| Guardian Partners Inc. | 0.53% | Reduce -6.4% | 179,891 | $5.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.07% | Add +81.3% | 160,731 | $5.0M |
| Avanza Fonder AB | 0.16% | Reduce -4.4% | 106,144 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -5.6% | 156,705 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 155,896 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 155,432 | $4.8M |
| Onex Canada Asset Management Inc. | 0.61% | Reduce -25.2% | 151,109 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.8% | 120,371 | $4.6M |
| Sienna Gestion | 0.37% | Reduce -6.1% | 150,139 | $4.5M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +19.1% | 143,994 | $4.5M |
| Aviso Financial Inc. | 0.22% | Reduce -14.1% | 143,562 | $4.5M |
| Gulf International Bank (UK) Ltd | 0.15% | Add +2604.9% | 98,647 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +8.1% | 135,099 | $4.2M |
| Barry Investment Advisors, LLC | 1.11% | Reduce -7.1% | 133,734 | $4.2M |
| PCJ Investment Counsel Ltd. | 1.61% | Reduce -9.4% | 131,951 | $4.1M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -11.6% | 127,381 | $4.0M |
| Affinity Wealth Management LLC | 0.73% | New | 126,301 | $3.9M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 123,300 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +237.5% | 122,160 | $3.8M |
| Ontario Teachers Pension Plan Board | 0.06% | Reduce -4.4% | 120,830 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.1% | 118,128 | $3.7M |
| Fifth Third Bancorp | 0.01% | Add +3.8% | 117,629 | $3.7M |
| GQG Partners LLC | 0.01% | Add +2.3% | 117,100 | $3.6M |
| Trustmark Bank Trust Department | 0.27% | Reduce -4.4% | 116,895 | $3.6M |
| Corient Private Wealth LP | 0.01% | Reduce -0.5% | 110,716 | $3.4M |
| Investment Management Corp of Ontario | 0.07% | Add +61.3% | 110,295 | $3.4M |
| Rathbones Group PLC | 0.02% | No change | 109,200 | $3.4M |
| Benjamin Edwards Inc. | 0.05% | Reduce -24.3% | 107,743 | $3.4M |
| Ninepoint Partners LP | 0.57% | Add +6.9% | 104,114 | $3.2M |
| Harvest Portfolios Group Inc. | 0.09% | Add +0.9% | 99,073 | $3.1M |
| Synovus Financial Corp. | 0.04% | Add +706.0% | 97,082 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +17.0% | 96,745 | $3.0M |
| Wambolt & Associates, LLC | 1.01% | Add +2.2% | 93,484 | $3.0M |
| Spinnaker Trust | 0.19% | Reduce -19.7% | 94,901 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -32.2% | 93,960 | $2.9M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -0.1% | 93,643 | $2.9M |
| Vident Advisory, LLC | 0.04% | Reduce -7.1% | 91,259 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.2% | 90,581 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 90,179 | $2.8M |
| Bridge Creek Capital Management LLC | 0.88% | Reduce -2.4% | 89,585 | $2.8M |
| Argent Trust Co | 0.11% | Add +1.3% | 89,479 | $2.8M |
| Capital Fund Management S.A. | 0.04% | Add +36.7% | 88,194 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.1% | 86,408 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -11.7% | 85,222 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -31.1% | 84,927 | $2.6M |
| Royal London Asset Management Ltd. | 0.01% | New | 82,078 | $2.6M |
| PDT Partners, LLC | 0.18% | New | 79,346 | $2.5M |
| Keybank National Association | 0.01% | Reduce -0.8% | 79,005 | $2.5M |
| K.J. Harrison & Partners Inc | 0.48% | Add +62.2% | 78,059 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 77,275 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +9.4% | 76,537 | $2.4M |
| Caldwell Investment Management Ltd. | 1.75% | Reduce -57.4% | 77,200 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -2.5% | 75,919 | $2.4M |
| Redhawk Wealth Advisors, Inc. | 0.31% | Add +38.9% | 75,126 | $2.3M |
| Metis Global Partners, LLC | 0.07% | Reduce -6.0% | 74,877 | $2.3M |
| 111 Capital | 0.45% | New | 74,234 | $2.3M |
| Quadrant Capital Group LLC | 0.09% | Add +454.6% | 74,160 | $2.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.8% | 71,800 | $2.2M |
| ASR Vermogensbeheer N.V. | 0.03% | — | 70,190 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 70,063 | $2.2M |
| M&G PLC | 0.01% | Reduce -97.0% | 69,557 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.9% | 69,611 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -1.5% | 69,438 | $2.2M |
| Twin Tree Management, LP | 0.05% | Reduce -31.9% | 67,638 | $2.1M |
| Choreo, LLC | 0.03% | Reduce -7.0% | 67,184 | $2.1M |
| Erste Asset Management GmbH | 0.03% | Reduce -1.9% | 68,000 | $2.1M |
| Sterling Capital Management LLC | 0.03% | Add +16.1% | 65,987 | $2.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.11% | New | 30,918 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -90.9% | 62,157 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.9% | 60,666 | $1.9M |
| Engineers Gate Manager LP | 0.03% | New | 60,599 | $1.9M |
| United Services Automobile Association | 0.06% | Add +0.8% | 60,000 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +3.3% | 59,218 | $1.8M |
| Prudential PLC | 0.01% | Add +27.3% | 58,479 | $1.8M |
| HB Wealth Management, LLC | 0.02% | Add +109.9% | 57,978 | $1.8M |
| LMG Wealth Partners, LLC | 0.40% | Add +4.6% | 57,905 | $1.8M |
| Americana Partners, LLC | 0.07% | Add +1.0% | 57,677 | $1.8M |
| Empowered Funds, LLC | 0.03% | Add +18.7% | 56,418 | $1.8M |
| F/m Investments LLC | 0.07% | New | 56,154 | $1.7M |
| DGS Capital Management, LLC | 0.46% | Add +2.9% | 55,865 | $1.7M |
| Generali Asset Management SPA SGR | 0.04% | Reduce -76.1% | 38,454 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +110.8% | 55,132 | $1.7M |
| Pitcairn Co. | 0.10% | Add +3.5% | 54,382 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +2.8% | 53,461 | $1.7M |
| Stamos Capital Partners, L.P. | 0.43% | Reduce -35.9% | 52,733 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.2% | 52,305 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Add +27.7% | 51,440 | $1.6M |
| Johnson Investment Counsel Inc. | 0.02% | Add +5.7% | 51,066 | $1.6M |
| BayBridge Capital Group, LLC | 1.14% | Add +153.3% | 51,052 | $1.6M |
| M&T Bank Corp | 0.01% | Add +24.8% | 51,047 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Reduce -1.6% | 50,754 | $1.6M |
| Measured Wealth Private Client Group, LLC | 0.50% | Add +4.4% | 50,038 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +2428.1% | 49,880 | $1.6M |
| Genus Capital Management Inc. | 0.22% | — | 48,900 | $1.5M |
| Madison Asset Management, LLC | 0.02% | Reduce -12.4% | 48,849 | $1.5M |
| UniSuper Management Pty Ltd | 0.01% | No change | 33,700 | $1.5M |
| Credit Agricole S A | 0.01% | Add +13.1% | 47,580 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +337.5% | 46,019 | $1.4M |
| Caprock Group, LLC | 0.04% | Reduce -9.1% | 43,348 | $1.4M |
| Sageworth Trust Co | 0.08% | No change | 43,048 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +5.5% | 40,798 | $1.3M |
| Independent Advisor Alliance | 0.04% | Reduce -1.6% | 40,797 | $1.3M |
| Hollencrest Capital Management | 0.06% | No change | 40,786 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.9% | 40,495 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 40,423 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.9% | 39,904 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +197.8% | 39,737 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 39,060 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.4% | 39,000 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.4% | 39,000 | $1.2M |
| Qtron Investments LLC | 0.18% | No change | 38,909 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -4.7% | 38,415 | $1.2M |
| State of Wyoming | 0.16% | Reduce -2.1% | 38,373 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +0.5% | 37,927 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.3% | 36,740 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.6% | 36,616 | $1.1M |
| DeepCurrents Investment Group LLC | 1.16% | Add +212.5% | 31,652 | $1.1M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 4,508 | $1.1M |
| Advisory Resource Group | 0.23% | Add +2.8% | 35,854 | $1.1M |
| Invst, LLC | 0.15% | Add +60.0% | 35,769 | $1.1M |
| Little House Capital LLC | 0.30% | Add +5.1% | 35,488 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.0% | 34,661 | $1.1M |
| Harvest Fund Management Co., Ltd | 0.05% | Reduce -77.6% | 34,440 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | No change | 34,413 | $1.1M |
| Point72 Asset Management | 0.00% | New | 33,154 | $1.0M |
| WCG Wealth Advisors LLC | 0.08% | Add +6.3% | 32,846 | $1.0M |
| Cigna Investments Inc. | 0.19% | Reduce -2.7% | 31,912 | $995K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.7% | 31,488 | $981K |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.3% | 31,441 | $979K |
| Hoge Financial Services, LLC | 0.68% | Add +0.8% | 31,162 | $971K |
| Norden Group LLC | 0.11% | Add +7.0% | 30,808 | $960K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -9.9% | 29,953 | $923K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.2% | 29,555 | $921K |
| Sumitomo Life Insurance Co. | 0.03% | Add +0.5% | 29,533 | $920K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.5% | 29,533 | $920K |
| Tacita Capital Inc | 0.66% | No change | 29,213 | $911K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -60.3% | 29,216 | $910K |
| Advisors Asset Management, Inc. | 0.02% | Add +2.8% | 28,755 | $896K |
| Algert Global LLC | 0.02% | New | 28,525 | $890K |
| Coastline Trust Co | 0.11% | No change | 28,320 | $882K |
| Wealth Architects, LLC | 0.10% | New | 28,090 | $875K |
| AQR Capital Management | 0.00% | Add +179.7% | 28,362 | $872K |
| Nwam LLC | 0.07% | No change | 27,590 | $859K |
| Huntington National Bank | 0.01% | Add +0.6% | 26,163 | $815K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +3.8% | 26,011 | $810K |
| One Wealth Advisors, LLC | 0.12% | Reduce -1.0% | 25,962 | $809K |
| Archer Investment Corp | 0.21% | No change | 25,700 | $801K |
| TD Private Client Wealth LLC | 0.02% | Reduce -3.4% | 25,584 | $797K |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.5% | 24,808 | $773K |
| Summit Global Investments | 0.06% | New | 24,742 | $771K |
| AlphaCore Capital LLC | 0.07% | Add +0.5% | 24,643 | $768K |
| Compound Planning, Inc. | 0.03% | Add +3.6% | 24,418 | $761K |
| Core Alternative Capital | 0.18% | Add +0.3% | 24,296 | $757K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +62.4% | 24,264 | $756K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -15.7% | 24,166 | $753K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -2.6% | 23,627 | $736K |
| Montag A & Associates Inc. | 0.04% | No change | 23,574 | $734K |
| Walleye Capital LLC | 0.01% | New | 23,401 | $729K |
| Whittier Trust Co. | 0.01% | No change | 23,262 | $724K |
| One Capital Management, LLC | 0.02% | New | 22,580 | $703K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -2.9% | 22,407 | $698K |
| Trexquant Investment LP | 0.01% | New | 22,320 | $695K |
| Wedbush Securities Inc. | 0.03% | Add +0.7% | 22,188 | $691K |
| Versor Investments LP | 0.11% | Reduce -28.0% | 22,098 | $689K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -16.0% | 21,911 | $682K |
| Balyasny Asset Management L.P. | 0.00% | Add +118.6% | 21,833 | $681K |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.0% | 21,801 | $679K |
| &partners | 0.01% | Add +5.0% | 22,067 | $679K |
| FineMark National Bank & Trust | 0.02% | Reduce -2.3% | 21,553 | $671K |
| PFG Advisors | 0.04% | Reduce -1.8% | 21,428 | $667K |
| Financial Counselors Inc. | 0.01% | Reduce -4.8% | 20,663 | $644K |
| Wealth Alliance, LLC | 0.08% | Reduce -1.0% | 20,639 | $643K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 20,486 | $638K |
| Park Avenue Securities LLC | 0.01% | Reduce -10.4% | 20,459 | $637K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 20,371 | $635K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -6.1% | 20,186 | $629K |
| Burney Co./ | 0.02% | Reduce -11.4% | 20,084 | $626K |
| Blair William & Co. | 0.00% | Add +1.9% | 19,878 | $619K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.9% | 19,831 | $618K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.1% | 18,929 | $590K |
| Apollon Wealth Management, LLC | 0.01% | Add +91.7% | 18,657 | $581K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -1.4% | 18,565 | $578K |
| Mediolanum International Funds Ltd | 0.01% | Reduce -3.1% | 18,737 | $578K |
| World Investment Advisors | 0.01% | Add +21.3% | 18,466 | $575K |
| Summitry LLC | 0.03% | Add +7.6% | 18,144 | $565K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +24.2% | 18,113 | $564K |
| Checchi Capital Advisers, LLC | 0.04% | Add +10.1% | 17,586 | $548K |
| Plato Investment Management Ltd | 0.05% | Add +36.7% | 17,260 | $544K |
| Boothe Investment Group, Inc. | 0.25% | No change | 17,450 | $544K |
| West Family Investments, Inc. | 0.20% | No change | 17,442 | $543K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.7% | 20,123 | $543K |
| Savvy Advisors, Inc. | 0.05% | Add +34.4% | 17,165 | $535K |
| Atlas Capital Advisors Inc. | 0.07% | Add +0.8% | 17,087 | $532K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 16,946 | $528K |
| NewEdge Wealth, LLC | 0.01% | Add +2.6% | 16,943 | $528K |
| Callan Family Office, LLC | 0.04% | Reduce -43.1% | 16,526 | $515K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.5% | 16,524 | $515K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.9% | 16,499 | $514K |
| Cwm, LLC | 0.00% | Add +16.7% | 16,476 | $513K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 16,404 | $511K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +62.3% | 16,330 | $509K |
| Callan Capital, LLC | 0.04% | Add +0.7% | 16,188 | $504K |
| Bridges Investment Management Inc. | 0.01% | No change | 16,164 | $504K |
| Fiera Capital Corp | 0.00% | Reduce -6.4% | 16,126 | $503K |
| Commerce Bank | 0.00% | No change | 16,106 | $502K |
| Principal Securities, Inc. | 0.01% | No change | 16,206 | $498K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | Add +0.1% | 15,910 | $496K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -0.2% | 15,779 | $492K |
| Fayez Sarofim & Co | 0.00% | No change | 15,593 | $486K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -0.7% | 15,449 | $481K |
| Pacer Advisors, Inc. | 0.00% | Add +3.0% | 15,405 | $480K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.1% | 15,180 | $473K |
| Heritage Financial Services, LLC | 0.05% | New | 15,107 | $471K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.15% | New | 10,476 | $470K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +12.6% | 14,833 | $462K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +41.4% | 14,597 | $455K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.4% | 14,592 | $455K |
| Kathmere Capital Management, LLC | 0.04% | Add +9.2% | 14,573 | $454K |
| Savant Capital, LLC | 0.00% | Reduce -19.8% | 14,544 | $453K |
| Integrated Advisors Network LLC | 0.02% | No change | 14,486 | $451K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -4.2% | 14,415 | $449K |
| Resources Management Corp. /CT/ | 0.06% | Reduce -2.7% | 14,420 | $449K |
| O'ROURKE & COMPANY, Inc | 0.22% | Reduce -2.5% | 14,385 | $448K |
| Williamson Legacy Group, LLC | 0.42% | New | 14,103 | $439K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -5.5% | 13,953 | $435K |
| Waverly Advisors, LLC | 0.01% | Add +4.9% | 13,951 | $435K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 13,872 | $432K |
| Asahi Life Asset Management Co., LTD. | 0.28% | New | 13,820 | $431K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -0.5% | 13,639 | $425K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.7% | 13,576 | $423K |
| Blue Trust, Inc. | 0.01% | Add +1.2% | 13,566 | $423K |
| HUB Investment Partners, LLC | 0.02% | New | 13,560 | $422K |
| Aprio Wealth Management, LLC | 0.05% | Add +7.4% | 13,394 | $417K |
| Brown, Lisle/Cummings, Inc. | 0.12% | No change | 13,199 | $411K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -2.0% | 13,047 | $401K |
| Baron Wealth Management LLC | 0.17% | Reduce -0.8% | 12,612 | $393K |
| Bragg Financial Advisors, Inc | 0.02% | Add +0.1% | 12,561 | $391K |
| CenterBook Partners LP | 0.02% | Reduce -18.7% | 12,506 | $390K |
| Louisbourg Investments Inc. | 0.10% | Reduce -0.8% | 12,393 | $387K |
| Glenmede Trust Co. NA | 0.00% | Reduce -6.6% | 12,320 | $384K |
| Caliber Wealth Management, LLC / KS | 0.05% | — | 12,126 | $378K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.8% | 12,122 | $378K |
| Triumph Capital Management | 0.13% | Reduce -9.4% | 12,053 | $375K |
| Stephens Inc. | 0.01% | Add +0.0% | 12,051 | $375K |
| Websterrogers Financial Advisors, LLC | 0.13% | No change | 12,026 | $375K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.4% | 12,025 | $375K |
| HBK Sorce Advisory LLC | 0.01% | No change | 12,016 | $374K |
| Centiva Capital, LP | 0.02% | New | 11,836 | $369K |
| Wesbanco Bank Inc. | 0.01% | Reduce -4.3% | 11,789 | $367K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.8% | 11,368 | $354K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -82.6% | 11,238 | $350K |
| Equitable Holdings, Inc. | 0.00% | Add +8.9% | 11,159 | $348K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +37.3% | 11,086 | $345K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -10.8% | 11,020 | $343K |
| Finward Bancorp | 0.30% | No change | 10,984 | $342K |
| First Nebraska Trust Co | 0.03% | No change | 10,950 | $341K |
| ICONIQ Capital, LLC | 0.01% | Add +17.3% | 10,913 | $340K |
| First National Bank & Trust Co. of Newtown | 0.07% | No change | 10,892 | $339K |
| Councilmark Asset Management, LLC | 0.23% | No change | 10,886 | $339K |
| Trek Financial, LLC | 0.02% | Reduce -4.2% | 10,841 | $338K |
| Lewis Asset Management, LLC | 0.28% | Add +10.3% | 10,803 | $337K |
| PDS Planning, Inc | 0.03% | Add +6.7% | 10,653 | $332K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -4.5% | 10,624 | $331K |
| Insigneo Advisory Services, LLC | 0.03% | Add +6.5% | 10,613 | $331K |
| Seven Mile Advisory | 0.22% | Reduce -1.4% | 10,473 | $326K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -12.0% | 10,380 | $323K |
| Napatree Capital LLC | 0.18% | Add +4.7% | 10,279 | $320K |
| RNC Capital Management LLC | 0.02% | Add +2.3% | 10,176 | $317K |
| Arlington Financial Advisors, LLC | 0.06% | New | 10,062 | $313K |
| Midwest Professional Planners, LTD. | 0.10% | Reduce -1.8% | 10,061 | $313K |
| Bridgefront Capital, LLC | 0.09% | New | 10,057 | $313K |
| Haven Private, LLC | 0.18% | Reduce -2.7% | 9,940 | $310K |
| Burke & Herbert Bank & Trust Co. | 0.07% | Reduce -22.6% | 9,934 | $309K |
| D'Orazio & Associates, Inc. | 0.05% | Reduce -0.6% | 9,925 | $309K |
| Personal Cfo Solutions, LLC | 0.06% | Add +0.0% | 9,917 | $309K |
| Fiduciary Wealth Partners, LLC | 0.26% | — | 9,828 | $306K |
| Old National Bancorp | 0.01% | Add +8.8% | 9,828 | $306K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -4.6% | 9,759 | $304K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.3% | 9,715 | $303K |
| Forum Financial Management, LP | 0.00% | No change | 9,536 | $297K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.1% | 9,426 | $294K |
| Syon Capital LLC | 0.02% | Add +14.7% | 9,390 | $292K |
| Gotham Asset Management | 0.00% | New | 9,371 | $292K |
| Peregrine Asset Advisers, Inc. | 0.11% | No change | 9,350 | $291K |
| Westwood Holdings Group Inc. | 0.00% | No change | 9,343 | $291K |
| American National Bank & Trust | 0.03% | Add +0.5% | 9,306 | $290K |
| Merit Financial Group, LLC | 0.00% | Add +34.2% | 9,255 | $288K |
| First Affirmative Financial Network | 0.18% | Add +3.9% | 9,251 | $288K |
| Brighton Jones LLC | 0.01% | Reduce -1.5% | 9,250 | $288K |
| Bowen Hanes & Co. Inc. | 0.01% | Reduce -37.4% | 9,205 | $287K |
| Value Partners Investments Inc. | 0.02% | Reduce -5.1% | 9,093 | $284K |
| Selective Wealth Management, Inc. | 0.12% | No change | 10,050 | $282K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +3.0% | 9,045 | $282K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -2.5% | 9,031 | $281K |
| Faithward Advisors, LLC | 0.05% | Reduce -18.7% | 8,997 | $280K |
| Danske Bank A/S | 0.00% | Reduce -30.4% | 8,936 | $279K |
| Trust Co of the South | 0.06% | No change | 8,863 | $276K |
| Prelude Capital Management, LLC | 0.03% | Reduce -71.8% | 8,815 | $275K |
| Ascent Group, LLC | 0.01% | New | 8,744 | $272K |
| Rhumbline Advisers | 0.00% | Reduce -9.9% | 8,637 | $269K |
| Canerector Inc. | 0.21% | No change | 600,000 | $269K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -1.4% | 8,617 | $268K |
| Westmount Partners, LLC | 0.08% | Reduce -1.6% | 8,608 | $268K |
| Lincoln Capital Corp. | 0.11% | Reduce -10.5% | 8,543 | $266K |
| Hamilton Wealth, LLC | 0.06% | No change | 8,516 | $265K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.1% | 8,443 | $264K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.1% | 8,452 | $263K |
| Versant Capital Management, Inc | 0.04% | Add +1048.5% | 8,384 | $261K |
| Sigma Planning Corp | 0.01% | Add +3.8% | 8,380 | $261K |
| Keudell/Morrison Wealth Management | 0.06% | Add +0.2% | 8,316 | $259K |
| Greenleaf Trust | 0.00% | Reduce -16.3% | 8,281 | $258K |
| MAI Capital Management | 0.00% | Reduce -2.6% | 8,011 | $250K |
| Stonebridge Capital Management Inc. | 0.11% | No change | 8,000 | $249K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +10.6% | 7,986 | $249K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +13.5% | 7,985 | $249K |
| D.A. Davidson & Co. | 0.00% | Add +3.8% | 7,978 | $249K |
| UMB Bank, n.a. | 0.00% | No change | 7,853 | $245K |
| Csenge Advisory Group | 0.01% | Reduce -3.5% | 8,505 | $243K |
| Geneos Wealth Management Inc. | 0.01% | Add +908.8% | 7,808 | $243K |
| Rossby Financial, LCC | 0.10% | New | 8,034 | $243K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.2% | 7,726 | $241K |
| Spirepoint Private Client, LLC | 0.03% | Add +11.8% | 7,674 | $239K |
| Hapanowicz & Associates Financial Services, Inc | 0.13% | No change | 7,652 | $238K |
| Pacifica Partners Inc. | 0.11% | Add +109.4% | 7,762 | $238K |
| OneDigital Investment Advisors LLC | 0.00% | Add +10.3% | 7,597 | $237K |
| Parallel Advisors, LLC | 0.01% | Add +1.0% | 7,488 | $233K |
| Alaska Wealth Advisors, LLC | 0.04% | No change | 7,469 | $233K |
| Hendershot Investments Inc. | 0.03% | Reduce -35.6% | 7,460 | $232K |
| Aspen Grove Capital, LLC | 0.04% | No change | 7,365 | $229K |
| Mitchell & Pahl Private Wealth, LLC | 0.11% | Reduce -0.2% | 7,358 | $229K |
| HFG Advisors, Inc. | 0.20% | New | 7,345 | $229K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 7,307 | $228K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -40.9% | 7,280 | $227K |
| Wealth Quarterback LLC | 0.13% | Add +0.8% | 7,250 | $226K |
| Crewe Advisors LLC | 0.03% | No change | 7,200 | $224K |
| Allworth Financial LP | 0.00% | Add +33.3% | 7,418 | $224K |
| jvl associates llc | 0.09% | No change | 7,106 | $221K |
| Anchor Investment Management, LLC | 0.02% | No change | 7,100 | $221K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.0% | 7,099 | $221K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -6.3% | 7,092 | $221K |
| WINTON GROUP Ltd | 0.01% | No change | 7,063 | $220K |
| Riverbridge Partners LLC | 0.00% | New | 7,057 | $220K |
| Mustard Seed Financial, LLC | 0.17% | No change | 6,940 | $216K |
| Sivia Capital Partners, LLC | 0.10% | New | 6,934 | $216K |
| FMA Wealth Management, LLC | 0.17% | No change | 6,898 | $215K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 6,858 | $214K |
| MRA Advisory Group | 0.11% | New | 6,851 | $213K |
| AE Wealth Management LLC | 0.00% | New | 6,836 | $213K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,798 | $212K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 6,794 | $212K |
| JCIC Asset Management Inc. | 0.09% | Add +5.6% | 6,749 | $210K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.9% | 6,730 | $210K |
| Ariadne Wealth Management, LP | 0.11% | Reduce -7.9% | 6,817 | $210K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -14.1% | 6,661 | $207K |
| Adero Partners, LLC | 0.01% | New | 6,661 | $207K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.1% | 6,596 | $205K |
| Independent Financial Group, LLC | 0.01% | New | 6,589 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | New | 6,586 | $205K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +7.4% | 6,511 | $203K |
| Hunting Hill Global Capital, LLC | 0.26% | No change | 6,600 | $202K |
| Simplicity Wealth,LLC | 0.02% | New | 6,443 | $201K |
| Verdence Capital Advisors LLC | 0.02% | New | 6,443 | $201K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 6,427 | $200K |
| GoalVest Advisory LLC | 0.05% | No change | 6,400 | $199K |
| LRI Investments, LLC | 0.02% | No change | 6,371 | $198K |
| SVB Wealth LLC | 0.01% | Reduce -52.9% | 6,075 | $189K |
| Wayfinding Financial, LLC | 0.08% | New | 6,005 | $187K |
| Estabrook Capital Management | 0.03% | No change | 6,000 | $187K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.6% | 5,630 | $175K |
| New England Capital Financial Advisors LLC | 0.09% | Add +0.0% | 5,528 | $172K |
| Bank of New Hampshire | 0.04% | No change | 5,123 | $160K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -23.4% | 5,151 | $158K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 5,063 | $158K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 5,084 | $156K |
| Cromwell Holdings LLC | 0.10% | No change | 4,768 | $149K |
| Private Trust Co. NA | 0.01% | Reduce -4.0% | 4,547 | $142K |
| LGT Financial Advisors LLC | 0.43% | Reduce -1.2% | 4,524 | $141K |
| Headlands Technologies LLC | 0.01% | New | 4,079 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.0% | 3,915 | $124K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.2% | 3,990 | $124K |
| HM Payson & Co. | 0.00% | Add +45.6% | 3,933 | $123K |
| Parkside Financial Bank & Trust | 0.02% | Add +13.7% | 3,890 | $121K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.8% | 3,789 | $118K |
| IFP Advisors, Inc | 0.00% | Reduce -2.8% | 3,539 | $110K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +434.1% | 3,472 | $108K |
| Hexagon Capital Partners LLC | 0.02% | Add +1.4% | 3,453 | $108K |
| Spire Wealth Management | 0.00% | Add +94.8% | 3,449 | $107K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 3,315 | $103K |
| WASHINGTON TRUST Co | 0.00% | Reduce -18.6% | 3,162 | $98K |
| Grayhawk Investment Strategies Inc. | 0.22% | No change | 3,081 | $96K |
| Colonial Trust Advisors | 0.01% | No change | 3,081 | $96K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +58.7% | 3,000 | $93K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 2,753 | $86K |
| Lindbrook Capital, LLC | 0.01% | Add +37.2% | 2,714 | $85K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.8% | 2,710 | $84K |
| Salem Investment Counselors Inc. | 0.00% | Add +4.9% | 2,709 | $84K |
| Colonial Trust Co / SC | 0.01% | No change | 2,696 | $84K |
| Private Wealth Asset Management, LLC | 0.01% | — | 2,630 | $82K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,622 | $82K |
| Sachetta, LLC | 0.03% | Reduce -12.8% | 2,609 | $81K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.0% | 2,573 | $80K |
| Hughes Financial Services, LLC | 0.02% | New | 2,477 | $79K |
| Legacy Bridge, LLC | 0.04% | Add +32.3% | 2,460 | $77K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.6% | 2,439 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -11.7% | 2,432 | $76K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,400 | $75K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,347 | $73K |
| Financial Freedom, LLC | 0.04% | No change | 2,318 | $72K |
| Bfsg, LLC | 0.01% | Reduce -2.0% | 2,307 | $72K |
| Nemes Rush Group LLC | 0.01% | No change | 2,294 | $71K |
| Alpine Bank Wealth Management | 0.01% | — | 2,275 | $71K |
| Creative Financial Designs Inc. | 0.01% | Add +0.0% | 2,244 | $70K |
| Trust Co. of Vermont | 0.00% | No change | 2,208 | $69K |
| Continuum Advisory, LLC | 0.01% | Add +3.1% | 2,127 | $66K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,078 | $65K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 2,014 | $63K |
| MCF Advisors LLC | 0.00% | No change | 2,000 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 1,943 | $61K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,915 | $60K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,901 | $59K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,894 | $59K |
| WealthCollab, LLC | 0.04% | Add +5.3% | 1,833 | $57K |
| Ridgewood Investments LLC | 0.03% | No change | 1,800 | $56K |
| Financial Perspectives, Inc | 0.02% | No change | 1,766 | $55K |
| Lanark Financial, Inc. | 0.00% | — | 1,788 | $55K |
| Northwest Capital Management Inc | 0.02% | No change | 1,650 | $51K |
| PFS Partners, LLC | 0.03% | No change | 1,648 | $51K |
| St Germain D J Co. Inc. | 0.00% | Reduce -64.0% | 1,638 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,632 | $51K |
| Addison Advisors LLC | 0.01% | Add +13.9% | 1,627 | $51K |
| Graney & King, LLC | 0.04% | Reduce -6.2% | 1,619 | $50K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 1,605 | $50K |
| Barrett & Company, Inc. | 0.02% | No change | 1,535 | $48K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +1.0% | 1,528 | $48K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,480 | $46K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,446 | $45K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,430 | $45K |
| Millstone Evans Group, LLC | 0.03% | No change | 1,420 | $44K |
| Mather Group, Llc. | 0.00% | No change | 1,368 | $43K |
| William B. Walkup & Associates, Inc. | 0.03% | New | 1,368 | $43K |
| Vestor Capital, LLC | 0.00% | No change | 1,317 | $41K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.8% | 1,303 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,267 | $39K |
| Golden State Wealth Management, LLC | 0.01% | Add +9.3% | 1,243 | $39K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,239 | $39K |
| Goodman Advisory Group, LLC | 0.01% | New | 1,217 | $38K |
| Accordant Advisory Group Inc | 0.04% | No change | 1,182 | $37K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 1,156 | $36K |
| WFA Asset Management Corp | 0.02% | No change | 1,434 | $36K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 1,119 | $35K |
| 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 |
| Main Street Group, LTD | 0.01% | No change | 980 | $31K |
| Creekmur Asset Management LLC | 0.01% | Reduce -27.4% | 975 | $30K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -14.5% | 978 | $30K |
| PSI Advisors, LLC | 0.01% | No change | 958 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 947 | $29K |
| Grove Bank & Trust | 0.00% | No change | 926 | $29K |
| 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 | $27K |
| CGC Financial Services, LLC | 0.01% | No change | 850 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 842 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 817 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 791 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 762 | $24K |
| ORG Partners LLC | 0.01% | No change | 746 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 748 | $23K |
| Crews Bank & Trust | 0.00% | Reduce -10.9% | 748 | $23K |
| Pinney & Scofield, Inc. | 0.02% | No change | 684 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 684 | $21K |
| Tsfg, LLC | 0.00% | No change | 689 | $21K |
| GeoWealth Management, LLC | 0.00% | Add +33.3% | 653 | $20K |
| Bare Financial Services, Inc | 0.01% | Add +13.3% | 648 | $20K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 646 | $20K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 643 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 618 | $19K |
| Fortis Group Advisors, LLC | 0.00% | No change | 605 | $19K |
| Transce3nd, LLC | 0.01% | Reduce -56.1% | 598 | $19K |
| Columbia River Financial Group, LLC | 0.01% | New | 580 | $18K |
| Semmax Financial Advisors Inc. | 0.00% | Add +0.9% | 583 | $18K |
| Brooklyn Investment Group | 0.00% | Reduce -63.0% | 569 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 564 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 570 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 555 | $17K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.7% | 544 | $17K |
| Key Financial Inc | 0.00% | Reduce -87.5% | 536 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 505 | $16K |
| Dagco, Inc. | 0.01% | New | 497 | $15K |
| Kennebec Savings Bank | 0.02% | No change | 464 | $14K |
| Bangor Savings Bank | 0.00% | New | 458 | $14K |
| Costello Asset Management, INC | 0.01% | New | 450 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 450 | $14K |
| City Holding Co. | 0.00% | New | 433 | $13K |
| Motco | 0.00% | No change | 416 | $13K |
| Anderson Financial Strategies, LLC | 0.01% | New | 408 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | Add +369.9% | 390 | $12K |
| Hemington Wealth Management | 0.00% | No change | 400 | $12K |
| Eastern Bank | 0.00% | No change | 378 | $12K |
| Gen-Wealth Partners Inc | 0.00% | No change | 372 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -72.5% | 365 | $11K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 364 | $11K |
| Ravenstone Capital Management Inc. | 0.01% | New | 363 | $11K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -14.4% | 356 | $11K |
| Zions Bancorporation, National Association | 0.00% | — | 356 | $11K |
| Field & Main Bank | 0.00% | No change | 355 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 350 | $11K |
| First United Bank & Trust | 0.00% | No change | 327 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 348 | $10K |
| Optimum Investment Advisors | 0.00% | No change | 312 | $10K |
| Darwin Wealth Management, LLC | 0.00% | No change | 311 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 304 | $9K |
| Country Trust Bank | 0.00% | Add +124.0% | 289 | $9K |
| Smithfield Trust Co | 0.00% | No change | 298 | $9K |
| Sandy Spring Bank | 0.00% | No change | 286 | $9K |
| Centennial Bank | 0.00% | No change | 285 | $9K |
| Leonteq Securities AG | 0.00% | Add +910.7% | 283 | $9K |
| TFC Financial Management, Inc. | 0.00% | No change | 270 | $8K |
| NewSquare Capital LLC | 0.00% | New | 269 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 260 | $8K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 257 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 226 | $7K |
| Hoese & Co LLP | 0.01% | No change | 226 | $7K |
| CKW Financial Group | 0.00% | Reduce -82.6% | 212 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 218 | $7K |
| Sierra Ocean, LLC | 0.01% | No change | 217 | $7K |
| Compass Planning Associates Inc | 0.01% | No change | 191 | $6K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 180 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +94.5% | 177 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +9.0% | 169 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 169 | $5K |
| CX Institutional | 0.00% | New | 161 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 160 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 156 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 152 | $5K |
| 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 |
| NBT Bank, N.A. | 0.00% | No change | 118 | $4K |
| Clark Wealth Partners | 0.00% | No change | 100 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +1.3% | 76 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 68 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 79 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 62 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 61 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 60 | $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% | Add +2.1% | 48 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 47 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 40 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -65.7% | 37 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 31 | $966 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 18 | $561 |
| High Note Wealth, LLC | 0.00% | No change | 6 | $187 |
"% of holder's portfolio" is MFC's weight in each manager's 13F, not the share of Manulife Financial Corp. the manager owns.