Manulife FinancialMFC

13F holders, Q2 2025 (June 30)
732holders +14
70new positions
52sold out
8famous investors
$32.04avg. 13F price*

At the end of Q2 2025, 732 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 14 from Q1 2025. 70 opened new positions and 52 sold out. The largest holders were Royal Bank of Canada ($5.2B), Vanguard Group Inc. ($2.4B) and Bank of Montreal ($1.4B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Jeremy Grantham (0.3% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions70$155.7M
Exits52$108.0M

All 13F filers, Q1 2025 → Q2 2025: 59,336,523 shares bought and 60,104,503 shares sold, net −767,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 732 holders

Royal Bank of Canada 1.02% Add +10.5% 163,392,137 $5.2B
Vanguard Group Inc. 0.04% Add +2.7% 76,336,875 $2.4B
Bank of Montreal 0.74% Reduce -9.6% 45,307,807 $1.4B
TD Asset Management Inc 0.97% Reduce -4.1% 35,559,133 $1.1B
National Bank of Canada 0.94% Add +0.4% 27,132,314 $867.1M
1832 Asset Management L.P. 1.40% Add +3.0% 25,155,652 $804.0M
Mackenzie Financial Corp. 0.92% Reduce -10.2% 22,150,661 $708.7M
Norges Bank 0.08% Reduce -7.0% 19,761,100 $632.2M
Toronto Dominion Bank 1.36% Add +1.2% 19,644,919 $628.5M
Cibc World Market Inc. 1.37% Reduce -11.1% 19,426,733 $620.9M
CIBC Asset Management Inc 1.75% Reduce -10.5% 17,362,156 $557.0M
FIL Ltd 0.47% Reduce -53.2% 17,150,713 $548.4M
Morgan Stanley 0.03% Add +19.0% 14,975,769 $478.6M
Geode Capital Management, LLC 0.03% Add +19.4% 14,008,595 $453.8M
Bank of Nova Scotia 0.92% Add +0.1% 14,002,168 $447.6M
Connor, Clark & Lunn Investment Management Ltd. 1.35% Add +5.0% 12,015,008 $384.4M
Scotia Capital Inc. 1.67% Add +3.8% 11,090,459 $354.5M
Beutel, Goodman & Co Ltd. 2.01% Reduce -2.7% 11,076,292 $353.4M
Legal & General Group Plc 0.09% Add +0.1% 10,920,228 $348.5M
Goldman Sachs Group Inc. 0.05% Add +24.8% 10,538,481 $336.8M
JPMorgan Chase & Co. 0.02% Add +8.6% 10,316,199 $329.7M
Federation des caisses Desjardins du Quebec 1.33% Reduce -5.0% 9,463,672 $302.5M
Wells Fargo & Company 0.06% Reduce -3.8% 7,981,446 $255.1M
Bank of America Corp. 0.02% Add +78.4% 7,586,071 $242.5M
TD Waterhouse Canada Inc. 1.53% Reduce -2.6% 6,695,132 $213.9M
Canada Pension Plan Investment Board 0.18% Reduce -32.9% 6,475,279 $207.2M
Dimensional Fund Advisors LP 0.05% Reduce -7.1% 6,466,586 $206.7M
MUFG Securities EMEA plc 9.30% Add +814.3% 6,400,000 $204.5M
Letko, Brosseau & Associates Inc. 3.82% Reduce -0.3% 6,254,242 $199.6M
Harding Loevner LP 1.32% Reduce -17.1% 6,137,932 $196.1M
HSBC Holdings PLC 0.13% Reduce -7.0% 6,062,517 $194.0M
Massachusetts Financial Services Co. 0.06% Reduce -7.7% 5,889,244 $188.2M
Amundi 0.06% Reduce -8.7% 5,169,123 $185.3M
Swiss National Bank 0.10% Add +6.4% 5,236,800 $166.8M
Cardinal Capital Management, Inc. 4.79% Reduce -0.9% 4,792,234 $153.2M
Capital World Investors 0.02% No change 4,717,699 $150.8M
AustralianSuper Pty Ltd 0.74% Reduce -7.5% 4,590,585 $146.9M
Agf Management Ltd. 0.55% Add +37.9% 3,354,807 $119.7M
JARISLOWSKY, FRASER Ltd 0.62% Reduce -1.9% 3,380,967 $107.9M
Bridgewater Associates 0.40% Reduce -2.0% 3,132,457 $100.0M
Alberta Investment Management Corp 0.85% Reduce -35.7% 3,116,400 $99.7M
Deutsche Bank AG 0.04% Add +8.8% 3,086,926 $98.7M
Man Group plc 0.21% Add +65.3% 3,017,539 $96.3M
GMO 0.29% Reduce -19.1% 3,001,953 $95.9M
Mufg Securities (canada), LTD. 2.82% Add +10.4% 2,903,516 $92.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.51% Add +90.3% 2,727,833 $87.3M
CANADA LIFE ASSURANCE Co 0.14% Reduce -16.8% 2,706,132 $86.5M
Two Sigma Investments, LP 0.15% Add +226.0% 2,575,815 $82.3M
BlackRock, Inc. 0.00% Add +44.2% 2,484,791 $79.4M
UBS Group AG 0.02% Reduce -13.9% 2,361,604 $75.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +18.6% 2,300,590 $73.5M
Intact Investment Management Inc. 2.48% Reduce -9.3% 2,293,115 $73.3M
Invesco Ltd. 0.01% Reduce -6.8% 2,218,007 $70.9M
Northern Trust Corp. 0.01% Reduce -5.0% 2,115,297 $67.6M
DekaBank Deutsche Girozentrale 0.12% Reduce -1.5% 2,057,848 $66.0M
Lord, Abbett & Co. LLC 0.22% Reduce -43.8% 2,015,434 $64.4M
Picton Mahoney Asset Management 0.89% New 1,986,425 $63.3M
Manufacturers Life Insurance Company, The 0.05% Add +0.1% 1,873,061 $59.6M
Franklin Resources Inc. 0.02% Reduce -3.1% 1,828,716 $58.5M
Bank of New York Mellon Corp 0.01% Add +2.5% 1,819,518 $58.2M
Korea Investment CORP 0.12% Add +0.4% 1,637,795 $52.3M
Aviva PLC 0.11% Reduce -31.6% 1,598,356 $51.1M
Assenagon Asset Management S.A. 0.08% Add +2413.3% 1,562,190 $49.9M
Value Partners Investments Inc. 3.79% Add +16609.6% 1,519,407 $48.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +2.6% 1,501,045 $47.9M
Neuberger Berman Group LLC 0.04% Add +3.1% 1,444,132 $46.1M
Russell Investments Group, Ltd. 0.06% Reduce -12.3% 1,440,805 $46.0M
Scheer, Rowlett & Associates Investment Management Ltd. 2.87% Add +2.5% 1,385,074 $44.3M
Nuveen, LLC 0.01% Reduce -0.7% 1,385,093 $44.2M
First Trust Advisors LP 0.04% Add +654.3% 1,363,633 $43.6M
Todd Asset Management LLC 0.90% Add +12.0% 1,311,190 $41.9M
APG Asset Management N.V. 0.12% Add +60.4% 1,533,983 $41.7M
D. E. Shaw & Co. 0.04% New 1,294,240 $41.4M
Public Sector Pension Investment Board 0.17% Add +660.9% 1,265,746 $40.4M
Skandinaviska Enskilda Banken AB (publ) 0.17% Reduce -13.1% 1,222,570 $39.1M
Acadian Asset Management LLC 0.08% Add +82.1% 1,150,047 $36.7M
Caisse de depot et placement du Quebec 0.08% Add +102.4% 1,139,555 $36.4M
Qube Research & Technologies Ltd 0.05% Add +62.5% 1,115,113 $35.7M
Addenda Capital Inc. 1.28% Reduce -39.1% 818,221 $35.6M
Barclays PLC 0.01% Reduce -0.7% 1,087,798 $34.8M
Hillsdale Investment Management Inc. 1.28% Reduce -37.0% 1,085,013 $34.7M
State of Tennessee, Department of Treasury 0.12% No change 1,023,767 $32.7M
Envestnet Asset Management Inc. 0.01% Reduce -2.4% 973,695 $31.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.31% Reduce -2.0% 938,330 $30.0M
O'shaughnessy Asset Management, LLC 0.20% Reduce -0.1% 930,288 $29.7M
Millennium Management 0.03% Add +10.7% 914,099 $29.2M
Guardian Capital LP 1.01% Reduce -0.7% 897,518 $28.6M
American Century Companies Inc. 0.02% Add +5.9% 867,657 $27.7M
Achmea Investment Management B.V. 0.35% Reduce -4.8% 847,089 $27.0M
Canerector Inc. 15.31% Add +3.3% 620,000 $27.0M
Teachers Retirement System of the State of Kentucky 0.21% Add +12.3% 823,210 $26.3M
Bank of Nova Scotia Trust Co. 2.45% Reduce -0.3% 778,048 $24.9M
Clearbridge Investments, LLC 0.02% Add +38.9% 775,537 $24.8M
Citigroup Inc. 0.02% Reduce -7.6% 773,301 $24.7M
Focus Partners Wealth 0.05% Add +0.3% 760,373 $24.3M
Two Sigma Advisers, LP 0.05% Add +128.2% 747,055 $23.9M
Van Eck Associates Corp. 0.03% Add +52.9% 745,679 $23.9M
Pictet Asset Management Holding SA 0.02% Reduce -2.8% 713,709 $22.8M
Galibier Capital Management Ltd. 6.81% Add +2.1% 710,069 $22.7M
Allianz Asset Management GmbH 0.03% Reduce -48.8% 705,679 $22.5M
Jones Financial Companies LLLP 0.02% Add +16.2% 696,667 $22.3M
Forsta Ap-Fonden 0.14% Add +11.4% 662,400 $21.1M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -1.9% 644,237 $20.6M
Assetmark, Inc. 0.05% Add +7.3% 638,136 $20.4M
Candriam S.C.A. 0.12% Add +13.3% 626,180 $20.0M
Dixon Mitchell Investment Counsel Inc. 0.77% Add +3.1% 620,640 $19.8M
LPL Financial LLC 0.01% Add +7.8% 617,993 $19.8M
Raymond James Financial Inc. 0.01% Add +3.5% 565,724 $18.1M
Macquarie Group Ltd. 0.02% Add +10.1% 407,760 $17.7M
SIG North Trading, ULC 3.60% Add +3.0% 514,251 $16.4M
Promethos Capital, LLC 5.36% Add +6.5% 496,615 $15.9M
Cidel Asset Management Inc. 0.95% Add +2.9% 496,570 $15.8M
Wellington Management Group LLP 0.00% Reduce -30.9% 489,596 $15.6M
Heathbridge Capital Management Ltd. 6.04% Add +0.9% 470,850 $15.0M
Northwest & Ethical Investments L.P. 0.37% Reduce -10.1% 464,539 $14.9M
Cardinal Point Capital Management ULC 1.17% Add +0.1% 461,756 $14.7M
AXA S.A. 0.04% Reduce -42.7% 455,427 $14.6M
Allspring Global Investments Holdings, LLC 0.02% Add +1.6% 444,290 $14.2M
Citadel Advisors 0.01% Add +95.3% 437,627 $14.0M
Jane Street Group, LLC 0.02% Add +0.3% 433,959 $13.9M
Grace & White Inc. 2.57% Add +0.9% 433,805 $13.9M
BNP Paribas Financial Markets 0.01% Add +67.8% 431,436 $13.8M
Crestwood Advisors Group, LLC 0.24% Add +0.2% 415,661 $13.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 400,000 $12.8M
FMR LLC 0.00% Reduce -20.3% 397,472 $12.7M
Varma Mutual Pension Insurance Co 0.09% Reduce -0.2% 381,339 $12.2M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 365,000 $11.6M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -8.9% 352,324 $11.2M
Oddo BHF Asset Management Sas 0.39% Reduce -6.6% 238,400 $10.4M
Vontobel Holding Ltd. 0.03% No change 321,177 $10.3M
Susquehanna Fundamental Investments, LLC 0.27% Reduce -61.8% 317,600 $10.2M
Foster & Motley Inc. 0.57% Reduce -4.6% 311,379 $10.0M
Commonwealth Equity Services, LLC 0.01% Reduce -6.1% 310,266 $9.9M
Magnetar Financial LLC 0.05% New 299,075 $9.6M
Natixis Advisors, LLC 0.02% Reduce -11.1% 297,943 $9.5M
Intech Investment Management LLC 0.09% Add +45.7% 296,668 $9.5M
Waratah Capital Advisors Ltd. 0.62% Reduce -71.7% 285,252 $9.1M
USS Investment Management Ltd 0.06% No change 279,167 $8.9M
US Bancorp \de 0.01% Reduce -0.1% 278,696 $8.9M
Susquehanna Portfolio Strategies, LLC 0.19% Reduce -48.4% 272,900 $8.7M
Stifel Financial Corp. 0.01% Add +5.8% 269,243 $8.6M
Erste Asset Management GmbH 0.07% Add +111.6% 143,874 $8.6M
Renaissance Technologies 0.01% Reduce -23.6% 264,524 $8.5M
Creative Planning 0.01% Add +3.8% 230,820 $7.4M
Triasima Portfolio Management inc. 1.26% Reduce -40.5% 215,410 $6.9M
PDT Partners, LLC 0.38% Add +161.5% 207,494 $6.6M
Natixis 0.03% Reduce -15.3% 207,259 $6.6M
Janus Henderson Group PLC 0.00% Reduce -3.5% 204,741 $6.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -68.6% 203,091 $6.5M
Quantinno Capital Management LP 0.03% Add +10.4% 195,796 $6.3M
Gold Investment Management Ltd. 2.35% Add +1.8% 194,845 $6.2M
Utah Retirement Systems 0.06% No change 193,756 $6.2M
Bessemer Group Inc. 0.01% Reduce -82.2% 193,047 $6.2M
Lorne Steinberg Wealth Management Inc. 1.60% Reduce -0.3% 191,895 $6.1M
Mariner, LLC 0.01% Add +6.6% 187,847 $6.0M
Ritholtz Wealth Management 0.13% Reduce -1.0% 186,249 $6.0M
Graham Capital Management, L.P. 0.17% Reduce -39.9% 179,577 $5.7M
Cerity Partners LLC 0.01% Add +3.1% 178,007 $5.7M
Guardian Partners Inc. 0.50% Add +1.8% 183,180 $5.6M
HighTower Advisors, LLC 0.01% Reduce -1.0% 168,310 $5.4M
NewEdge Advisors, LLC 0.03% Add +422.5% 164,292 $5.3M
Thrivent Financial for Lutherans 0.01% Reduce -3.0% 162,665 $5.2M
Maryland State Retirement & Pension System 0.11% Reduce -42.1% 162,480 $5.2M
AEGON ASSET MANAGEMENT UK Plc 0.07% No change 160,731 $5.1M
Cetera Investment Advisers 0.01% Add +1.8% 158,282 $5.1M
Oppenheimer Asset Management Inc. 0.06% Reduce -0.3% 156,306 $5.0M
Osaic Holdings, Inc. 0.01% Add +67.6% 157,436 $5.0M
Aviso Financial Inc. 0.22% Add +8.4% 155,601 $5.0M
Sienna Gestion 0.33% Add +11.1% 166,739 $4.9M
Avanza Fonder AB 0.14% No change 106,144 $4.6M
Ashton Thomas Private Wealth, LLC 0.16% Reduce -0.2% 143,647 $4.6M
Lombard Odier Asset Management (Europe) Ltd 0.39% Reduce -41.0% 137,000 $4.4M
XTX Topco Ltd 0.18% New 136,545 $4.4M
Campbell & CO Investment Adviser LLC 0.27% Add +564.2% 136,070 $4.3M
Alliancebernstein L.P. 0.00% Add +0.5% 135,762 $4.3M
Public Employees Retirement System of Ohio 0.01% Reduce -31.9% 130,925 $4.2M
Barry Investment Advisors, LLC 1.03% Reduce -3.0% 129,790 $4.1M
Affinity Wealth Management LLC 0.65% Add +1.2% 127,762 $4.1M
Ninepoint Partners LP 0.78% Add +20.8% 125,790 $4.0M
Swiss Life Asset Management Ltd 0.02% Reduce -1.7% 125,232 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.4% 119,795 $3.8M
Trustmark Bank Trust Department 0.26% Add +1.3% 118,449 $3.8M
Fifth Third Bancorp 0.01% Reduce -1.7% 115,636 $3.7M
PCJ Investment Counsel Ltd. 1.25% Reduce -13.3% 114,421 $3.7M
Ensign Peak Advisors, Inc 0.01% Reduce -7.4% 114,200 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -19.0% 97,472 $3.5M
Benjamin Edwards Inc. 0.04% Add +1.9% 109,829 $3.5M
Corient Private Wealth LP 0.00% Reduce -1.1% 109,501 $3.5M
Rathbones Group PLC 0.01% Reduce -0.6% 108,550 $3.5M
Synovus Financial Corp. 0.04% Add +9.9% 106,722 $3.4M
Westerkirk Capital Inc. 0.42% — 105,550 $3.4M
Harvest Portfolios Group Inc. 0.08% Add +5.6% 104,606 $3.3M
Investment Management Corp of Ontario 0.05% Reduce -5.7% 103,995 $3.3M
Point72 Asset Management 0.01% Add +213.4% 103,900 $3.3M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.2% 101,737 $3.3M
Engineers Gate Manager LP 0.04% Add +67.1% 101,265 $3.2M
Spinnaker Trust 0.19% Add +2.9% 97,690 $3.1M
Janney Montgomery Scott LLC 0.01% Add +7.5% 96,955 $3.1M
DAVENPORT & Co LLC 0.02% Add +5.8% 95,873 $3.1M
Cubist Systematic Strategies, LLC 0.03% Reduce -39.0% 95,177 $3.0M
Crossmark Global Holdings, Inc. 0.05% Add +0.1% 93,716 $3.0M
Prudential PLC 0.02% Add +59.7% 93,395 $3.0M
Vident Advisory, LLC 0.03% Add +1.3% 92,453 $3.0M
K.J. Harrison & Partners Inc 0.49% Add +18.4% 92,456 $3.0M
Numerai GP LLC 0.42% New 92,240 $2.9M
Argent Trust Co 0.11% Add +3.0% 92,167 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.3% 91,805 $2.9M
Truist Financial Corp. 0.00% Add +5.5% 89,882 $2.9M
Bridge Creek Capital Management LLC 0.84% Reduce -0.6% 89,035 $2.8M
Claret Asset Management Corp 0.37% New 88,167 $2.8M
Gulf International Bank (UK) Ltd 0.10% Reduce -11.4% 87,356 $2.8M
Captrust Financial Advisors 0.01% Add +2.7% 87,211 $2.8M
Wambolt & Associates, LLC 0.93% Reduce -7.5% 86,472 $2.8M
Kestra Private Wealth Services, LLC 0.04% Add +13.3% 86,057 $2.8M
Royal London Asset Management Ltd. 0.01% No change 82,078 $2.6M
Metis Global Partners, LLC 0.07% Add +8.2% 80,997 $2.6M
Capital Fund Management S.A. 0.03% Reduce -9.1% 80,212 $2.6M
Vise Technologies, Inc. 0.10% — 79,314 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.2% 77,094 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +26.9% 77,013 $2.5M
Redhawk Wealth Advisors, Inc. 0.31% Add +1.6% 76,292 $2.4M
Kestra Advisory Services, LLC 0.01% Add +8.0% 75,190 $2.4M
Private Advisor Group, LLC 0.01% Add +6.1% 74,350 $2.4M
Atria Investments, Inc 0.03% Add +6.9% 74,226 $2.4M
Quadrant Capital Group LLC 0.09% Add +0.1% 74,198 $2.4M
Ontario Teachers Pension Plan Board 0.05% Reduce -39.6% 72,921 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -5.1% 72,668 $2.3M
Keybank National Association 0.01% Reduce -8.9% 71,941 $2.3M
M&G PLC 0.01% No change 69,557 $2.2M
Onex Canada Asset Management Inc. 0.27% Reduce -54.7% 68,504 $2.2M
Principal Financial Group Inc. 0.00% Reduce -7.2% 66,600 $2.1M
Choreo, LLC 0.03% Reduce -2.3% 65,640 $2.1M
Sterling Capital Management LLC 0.03% Reduce -3.1% 63,958 $2.0M
Empowered Funds, LLC 0.02% Add +7.8% 60,822 $1.9M
F/m Investments LLC 0.07% Add +8.1% 60,708 $1.9M
DGS Capital Management, LLC 0.40% Add +8.5% 60,632 $1.9M
Callan Family Office, LLC 0.06% Add +266.8% 60,617 $1.9M
Oppenheimer & Co. Inc. 0.03% Add +1.2% 59,928 $1.9M
LMG Wealth Partners, LLC 0.39% Add +3.1% 59,696 $1.9M
Americana Partners, LLC 0.07% Add +3.1% 59,496 $1.9M
AQR Capital Management 0.00% Add +107.1% 58,744 $1.9M
Stamos Capital Partners, L.P. 0.33% Add +8.3% 57,099 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +4.9% 54,859 $1.8M
Twinbeech Capital LP 0.04% New 54,132 $1.7M
ASR Vermogensbeheer N.V. 0.02% Reduce -23.5% 53,690 $1.7M
Signaturefd, LLC 0.03% Reduce -0.1% 53,389 $1.7M
Aigen Investment Management, LP 0.23% New 39,110 $1.7M
Measured Wealth Private Client Group, LLC 0.51% Add +5.6% 52,822 $1.7M
BayBridge Capital Group, LLC 1.07% Add +2.3% 52,200 $1.7M
Cwm, LLC 0.01% Add +211.8% 51,378 $1.6M
Johnson Investment Counsel Inc. 0.01% No change 51,066 $1.6M
Moors & Cabot, Inc. 0.08% No change 50,754 $1.6M
Entropy Technologies, LP 0.13% New 49,657 $1.6M
Worldquant Millennium Advisors LLC 0.01% New 49,507 $1.6M
M&T Bank Corp 0.01% Reduce -5.6% 48,174 $1.5M
Prospera Financial Services Inc 0.03% New 47,445 $1.5M
Pitcairn Co. 0.10% Reduce -12.9% 47,385 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +21.1% 47,226 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +25.8% 46,218 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -7.5% 46,119 $1.5M
Independent Advisor Alliance 0.04% Add +10.2% 44,976 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +11.2% 44,168 $1.4M
Sageworth Trust Co 0.08% No change 43,048 $1.4M
Plato Investment Management Ltd 0.10% Add +149.0% 42,976 $1.4M
Madison Asset Management, LLC 0.01% Reduce -12.9% 42,569 $1.4M
Mercer Global Advisors Inc. 0.00% Add +6.0% 42,277 $1.4M
NorthCoast Asset Management LLC 0.01% Add +21.0% 41,953 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +33.4% 41,246 $1.3M
Hollencrest Capital Management 0.06% No change 40,786 $1.3M
Cresset Asset Management, LLC 0.01% Add +0.3% 40,600 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% No change 40,423 $1.3M
MML Investors Services, LLC 0.00% Add +3.4% 40,389 $1.3M
SG Americas Securities, LLC 0.01% Reduce -21.7% 40,276 $1.3M
UniSuper Management Pty Ltd 0.01% Reduce -12.8% 29,400 $1.3M
HB Wealth Management, LLC 0.01% Reduce -31.1% 39,935 $1.3M
WCG Wealth Advisors LLC 0.08% Add +19.7% 39,321 $1.3M
Lido Advisors, LLC 0.01% Add +1.2% 38,392 $1.2M
DeepCurrents Investment Group LLC 1.32% Add +15.7% 36,630 $1.2M
Little House Capital LLC 0.29% Add +2.6% 36,417 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -1.5% 36,070 $1.2M
Invst, LLC 0.14% Add +0.8% 36,036 $1.2M
Advisory Resource Group 0.22% Reduce -1.6% 35,292 $1.1M
Union Bancaire Privee, UBP SA 0.02% No change 4,508 $1.1M
Regions Financial Corp. 0.01% Reduce -10.3% 34,479 $1.1M
Daymark Wealth Partners, LLC 0.04% No change 34,413 $1.1M
Williamson Legacy Group, LLC 0.88% Add +130.6% 32,523 $1.0M
CenterBook Partners LP 0.06% Add +155.1% 31,907 $1.0M
Quadrature Capital Ltd 0.02% New 31,908 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.4% 31,610 $1.0M
Hoge Financial Services, LLC 0.62% Add +0.9% 31,435 $1.0M
Cigna Investments Inc. 0.17% Reduce -1.7% 31,370 $1.0M
Sanctuary Advisors, LLC 0.01% Add +6.2% 31,037 $992K
Norden Group LLC 0.11% Add +0.3% 30,888 $987K
Advisors Asset Management, Inc. 0.02% Add +6.3% 30,574 $977K
Tacita Capital Inc 0.61% Add +1.5% 29,648 $948K
Nwam LLC 0.06% Add +10.9% 30,605 $948K
AlphaCore Capital LLC 0.04% Add +18.2% 29,119 $931K
&partners 0.01% Add +31.3% 28,973 $926K
Coastline Trust Co 0.10% No change 28,320 $905K
Integrated Wealth Concepts LLC 0.01% Reduce -4.5% 28,210 $902K
Wealth Architects, LLC 0.09% No change 28,090 $898K
Sumitomo Life Insurance Co. 0.06% Reduce -5.5% 27,914 $892K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -5.5% 27,914 $892K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 27,111 $866K
Algert Global LLC 0.02% Reduce -4.9% 27,127 $864K
J.W. Cole Advisors, Inc. 0.02% Add +11.1% 26,967 $862K
Kingsview Wealth Management, LLC 0.01% Add +156.7% 26,650 $852K
One Wealth Advisors, LLC 0.12% Add +0.9% 26,196 $837K
Huntington National Bank 0.01% Reduce -0.7% 25,992 $831K
Compound Planning, Inc. 0.03% Add +5.6% 25,788 $824K
Archer Investment Corp 0.20% No change 25,700 $821K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -14.7% 25,549 $816K
Evergreen Capital Management LLC 0.02% Add +2.5% 25,422 $812K
Genus Capital Management Inc. 0.10% Reduce -48.0% 25,410 $811K
TD Private Client Wealth LLC 0.02% Reduce -2.4% 24,964 $798K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -5.5% 24,573 $785K
Brown Advisory Inc. 0.00% Add +17.6% 23,950 $765K
Squarepoint Ops LLC 0.00% Reduce -48.4% 23,726 $758K
Yousif Capital Management, LLC 0.01% Add +8.3% 23,606 $754K
Montag A & Associates Inc. 0.04% No change 23,574 $753K
PFG Advisors 0.03% Add +8.9% 23,330 $746K
Verition Fund Management LLC 0.00% Reduce -57.7% 23,298 $745K
Whittier Trust Co. 0.01% No change 23,262 $743K
Legacy Wealth Asset Management, LLC 0.19% Reduce -3.3% 22,858 $731K
Hilltop National Bank 0.19% — 22,653 $724K
Balyasny Asset Management L.P. 0.00% Add +3.5% 22,599 $722K
Wedbush Securities Inc. 0.03% Add +1.0% 22,402 $716K
Savant Capital, LLC 0.01% Add +52.2% 22,133 $707K
Summitry LLC 0.03% Add +19.8% 21,734 $695K
Midwest Trust Co 0.01% — 21,240 $679K
Wealth Alliance, LLC 0.07% Add +1.7% 20,984 $671K
Qtron Investments LLC 0.08% Reduce -46.5% 20,827 $665K
Avantax Advisory Services, Inc. 0.00% Add +7.9% 20,417 $653K
Brown Brothers Harriman & Co. 0.00% Add +2.3% 20,294 $649K
Gateway Investment Advisers LLC 0.01% No change 20,186 $645K
Savvy Advisors, Inc. 0.04% Add +16.9% 20,063 $641K
Burney Co./ 0.02% Reduce -0.9% 19,904 $636K
Fiera Capital Corp 0.00% Add +23.4% 19,898 $636K
Blair William & Co. 0.00% Add +0.0% 19,880 $635K
West Family Investments, Inc. 0.16% Add +13.1% 19,718 $630K
Thoroughbred Financial Services, LLC 0.04% Add +5.7% 19,150 $612K
PEAK6 LLC 0.02% New 19,088 $610K
Boothe Investment Group, Inc. 0.23% Add +9.3% 19,076 $610K
Apollon Wealth Management, LLC 0.01% Add +2.1% 19,059 $609K
Peapack Gladstone Financial Corp. 0.01% Reduce -13.8% 18,878 $603K
FineMark National Bank & Trust 0.02% Reduce -16.3% 18,036 $576K
Strategic Investment Advisors / MI 0.05% Reduce -5.6% 17,533 $560K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -24.3% 16,969 $542K
Crawford Investment Counsel Inc. 0.01% No change 16,946 $542K
Prudential Financial Inc. 0.00% Reduce -86.3% 16,700 $533K
Flagship Harbor Advisors, LLC 0.03% Add +15.5% 16,653 $532K
Wealthspire Advisors, LLC 0.00% Add +0.3% 16,541 $529K
Clifford Swan Investment Counsel LLC 0.02% No change 16,404 $524K
Atlas Capital Advisors Inc. 0.06% Reduce -5.0% 16,227 $519K
Principal Securities, Inc. 0.01% Reduce -0.2% 16,172 $517K
Bridges Investment Management Inc. 0.01% No change 16,164 $517K
Commerce Bank 0.00% No change 16,106 $515K
World Investment Advisors 0.01% Reduce -14.1% 15,865 $507K
Schneider Downs Wealth Management Advisors, LP 0.08% Reduce -0.4% 15,840 $506K
EP Wealth Advisors, LLC 0.00% Add +31.4% 15,803 $505K
Moneta Group Investment Advisors LLC 0.01% Reduce -3.9% 15,702 $502K
Fayez Sarofim & Co 0.00% No change 15,593 $498K
Checchi Capital Advisers, LLC 0.03% Reduce -11.7% 15,523 $496K
Sunpointe, LLC 0.20% New 15,419 $493K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.8% 15,409 $492K
Strategic Blueprint, LLC 0.02% Add +5.5% 15,394 $492K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 15,200 $486K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -3.8% 15,182 $485K
Heritage Financial Services, LLC 0.05% No change 15,107 $483K
Integrated Advisors Network LLC 0.02% Add +3.1% 14,930 $477K
Beverly Hills Private Wealth, LLC 0.09% Reduce -7.7% 14,261 $456K
Resources Management Corp. /CT/ 0.06% Reduce -2.8% 14,020 $448K
Triumph Capital Management 0.13% Add +15.7% 13,946 $446K
Ferguson Wellman Capital Management, Inc. 0.01% No change 13,872 $443K
Waverly Advisors, LLC 0.00% Reduce -0.8% 13,836 $442K
Brown, Lisle/Cummings, Inc. 0.12% Add +4.2% 13,749 $439K
Blue Trust, Inc. 0.01% Add +0.7% 13,664 $437K
Kathmere Capital Management, LLC 0.03% Reduce -6.5% 13,624 $435K
O'ROURKE & COMPANY, Inc 0.20% Reduce -5.5% 13,601 $435K
Aprio Wealth Management, LLC 0.05% Add +0.7% 13,491 $431K
Rockefeller Capital Management L.P. 0.00% Reduce -1.7% 13,351 $427K
Concurrent Investment Advisors, LLC 0.01% Reduce -8.6% 13,339 $426K
ICONIQ Capital, LLC 0.01% Add +20.1% 13,101 $419K
Marks Group Wealth Management, Inc 0.04% Reduce -6.5% 13,049 $417K
Dynamic Technology Lab Private Ltd 0.06% New 12,837 $410K
Park Avenue Securities LLC 0.00% Reduce -37.3% 12,821 $410K
Vestmark Advisory Solutions, Inc. 0.01% Add +65.5% 12,789 $409K
Baron Wealth Management LLC 0.14% No change 12,612 $403K
Caliber Wealth Management, LLC / KS 0.04% Add +3.7% 12,578 $402K
Louisbourg Investments Inc. 0.09% No change 12,393 $396K
Crescent Grove Advisors, LLC 0.04% Add +0.8% 12,216 $390K
Global Retirement Partners, LLC 0.01% — 12,201 $390K
Equitable Holdings, Inc. 0.00% Add +8.7% 12,132 $388K
Bragg Financial Advisors, Inc 0.01% Reduce -3.8% 12,087 $386K
FORA Capital, LLC 0.04% New 12,064 $386K
Wesbanco Bank Inc. 0.01% Add +2.1% 12,038 $385K
Websterrogers Financial Advisors, LLC 0.12% No change 12,026 $384K
HBK Sorce Advisory LLC 0.01% Reduce -0.0% 12,014 $384K
Stephens Inc. 0.01% Reduce -0.7% 11,962 $382K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.7% 11,936 $382K
Syon Capital LLC 0.03% Add +26.8% 11,910 $381K
Fox Run Management, L.L.C. 0.06% New 11,688 $374K
Bradley Foster & Sargent Inc. 0.01% New 11,619 $371K
HUB Investment Partners, LLC 0.01% Reduce -14.6% 11,576 $370K
RNC Capital Management LLC 0.02% Add +13.7% 11,571 $370K
CoreCap Advisors, LLC 0.01% No change 11,368 $363K
Glenmede Investment Management, LP 0.00% — 11,201 $358K
PDS Planning, Inc 0.03% Add +4.4% 11,117 $355K
Finward Bancorp 0.28% No change 10,984 $351K
Pacifica Partners Inc. 0.14% Add +40.9% 10,937 $351K
First Nebraska Trust Co 0.03% No change 10,950 $350K
Allworth Financial LP 0.00% Add +47.4% 10,937 $350K
First National Bank & Trust Co. of Newtown 0.07% No change 10,892 $348K
Councilmark Asset Management, LLC 0.22% No change 10,886 $348K
Sagespring Wealth Partners, LLC 0.01% Add +27.9% 10,810 $345K
Knights of Columbus Asset Advisors LLC 0.02% Add +9.8% 10,719 $343K
Seven Mile Advisory 0.20% Add +1.3% 10,609 $339K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -96.9% 10,500 $336K
Ewing Morris & Co. Investment Partners Ltd. 0.15% Add +0.1% 10,481 $334K
Pekin Hardy Strauss, Inc. 0.04% Reduce -1.9% 10,424 $333K
HighPoint Advisor Group LLC 0.02% Reduce -20.6% 10,358 $331K
Old National Bancorp 0.01% Add +4.9% 10,310 $330K
Trek Financial, LLC 0.02% Reduce -5.3% 10,271 $328K
Merit Financial Group, LLC 0.00% Add +10.8% 10,257 $328K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 10,113 $323K
Personal Cfo Solutions, LLC 0.06% Add +1.8% 10,099 $323K
Midwest Professional Planners, LTD. 0.08% Reduce -0.2% 10,039 $321K
MAI Capital Management 0.00% Add +24.1% 9,943 $318K
D'Orazio & Associates, Inc. 0.04% Add +0.0% 9,927 $317K
Johnson Financial Group, Inc. 0.01% Reduce -10.2% 9,900 $316K
CIBC Private Wealth Group LLC 0.00% Reduce -50.8% 9,900 $316K
EverSource Wealth Advisors, LLC 0.01% Add +51.8% 9,886 $316K
GF Fund Management Co. LTD. 0.01% New 9,791 $313K
NewEdge Wealth, LLC 0.00% Reduce -39.0% 10,344 $311K
Calydon Capital 0.03% New 9,684 $310K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -3.0% 9,634 $308K
Lewis Asset Management, LLC 0.14% Reduce -11.0% 9,618 $307K
Haven Private, LLC 0.14% Reduce -3.8% 9,567 $306K
Ascent Group, LLC 0.01% Add +9.4% 9,564 $306K
Forum Financial Management, LP 0.00% No change 9,536 $305K
Farmers & Merchants Investments Inc. 0.01% Reduce -30.3% 9,503 $304K
Legacy Capital Group California, Inc. 0.08% Add +9.9% 9,467 $303K
Gladstone Institutional Advisory LLC 0.01% Add +0.0% 9,428 $301K
First Affirmative Financial Network 0.15% Add +1.6% 9,394 $300K
Peregrine Asset Advisers, Inc. 0.09% No change 9,350 $299K
Westwood Holdings Group Inc. 0.00% No change 9,343 $299K
United Capital Financial Advisors, LLC 0.00% Reduce -3.9% 9,335 $298K
MQS Management LLC 0.16% New 9,292 $297K
American National Bank & Trust 0.03% Reduce -0.5% 9,262 $296K
Brighton Jones LLC 0.01% Add +0.1% 9,258 $296K
Bowen Hanes & Co. Inc. 0.01% No change 9,205 $294K
Ieq Capital, LLC 0.00% New 8,991 $287K
Asahi Life Asset Management Co., LTD. 0.17% Reduce -35.0% 8,980 $287K
Private Management Group Inc. 0.01% New 8,958 $286K
Blueshift Asset Management, LLC 0.09% New 8,858 $283K
Geneos Wealth Management Inc. 0.01% Add +13.4% 8,853 $283K
Florida Trust Wealth Management Co 0.01% Reduce -3.1% 8,753 $280K
Richard P Slaughter Associates Inc 0.06% Reduce -23.4% 8,614 $275K
Westmount Partners, LLC 0.08% No change 8,608 $275K
Harvest Fund Management Co., Ltd 0.01% Reduce -75.1% 8,568 $274K
Lincoln Capital Corp. 0.10% No change 8,543 $273K
Hamilton Wealth, LLC 0.06% No change 8,516 $272K
UMB Bank, n.a. 0.00% Add +8.1% 8,487 $271K
Csenge Advisory Group 0.01% Add +0.1% 8,515 $271K
Faithward Advisors, LLC 0.04% Reduce -6.5% 8,409 $269K
Greenleaf Trust 0.00% Add +1.5% 8,403 $269K
Trust Co of the South 0.05% Reduce -6.0% 8,330 $266K
AE Wealth Management LLC 0.00% Add +21.5% 8,308 $266K
Rossby Financial, LCC 0.10% Add +2.8% 8,260 $264K
Selective Wealth Management, Inc. 0.10% Reduce -13.9% 8,650 $264K
OneAscent Financial Services LLC 0.02% Reduce -2.9% 8,198 $262K
Farther Finance Advisors, LLC 0.01% Add +109.3% 8,196 $262K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -10.3% 8,111 $259K
Rwa Wealth Partners, LLC 0.00% New 8,014 $256K
Danske Bank A/S 0.00% Reduce -10.1% 8,037 $256K
Stonebridge Capital Management Inc. 0.10% No change 8,000 $256K
Prime Capital Investment Advisors, LLC 0.00% Add +0.3% 8,010 $256K
OneDigital Investment Advisors LLC 0.00% Add +5.3% 8,003 $256K
Beacon Pointe Advisors, LLC 0.00% Add +0.2% 7,998 $256K
D.A. Davidson & Co. 0.00% Add +0.2% 7,996 $256K
Virtu Financial LLC 0.01% New 7,979 $255K
Cornerstone Wealth Management, LLC 0.02% Add +9.2% 7,977 $255K
Sigma Planning Corp 0.01% Reduce -5.1% 7,953 $254K
Cary Street Partners Financial LLC 0.01% New 7,869 $251K
Sivia Capital Partners, LLC 0.09% Add +13.1% 7,843 $251K
Rehmann Capital Advisory Group 0.02% Add +10.4% 7,830 $250K
Bridgewater Advisors Inc. 0.02% New 7,866 $248K
Spirepoint Private Client, LLC 0.03% Reduce -2.6% 7,477 $239K
Alaska Wealth Advisors, LLC 0.03% No change 7,469 $239K
Rhumbline Advisers 0.00% Reduce -13.7% 7,458 $238K
Vestor Capital, LLC 0.02% Reduce -66.8% 437 $237K
Mitchell & Pahl Private Wealth, LLC 0.10% No change 7,358 $235K
Plante Moran Financial Advisors, LLC 0.02% Add +9.9% 7,323 $234K
Wealth Quarterback LLC 0.11% Add +0.9% 7,314 $234K
Stratos Investment Management, LLC 0.01% New 7,239 $231K
Cyndeo Wealth Partners, LLC 0.01% Reduce -0.9% 7,214 $231K
Crewe Advisors LLC 0.03% No change 7,200 $230K
Wealthcare Advisory Partners LLC 0.01% Add +0.7% 7,149 $228K
jvl associates llc 0.08% No change 7,106 $227K
Modern Wealth Management, LLC 0.01% New 7,103 $227K
Anchor Investment Management, LLC 0.02% No change 7,100 $227K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -52.2% 7,091 $227K
Silverlake Wealth Management LLC 0.07% New 7,076 $226K
Foundations Investment Advisors, LLC 0.00% Add +7.2% 7,058 $226K
Riverbridge Partners LLC 0.00% Reduce -0.6% 7,016 $224K
Fortis Group Advisors, LLC 0.04% Add +1084.0% 7,163 $222K
Mustard Seed Financial, LLC 0.16% No change 6,940 $222K
FMA Wealth Management, LLC 0.16% No change 6,898 $220K
Keudell/Morrison Wealth Management 0.05% Reduce -17.6% 6,851 $219K
State of Wyoming 0.03% Reduce -82.2% 6,850 $219K
C M Bidwell & Associates Ltd. 0.11% Reduce -0.4% 6,833 $218K
Leavell Investment Management, Inc. 0.01% No change 6,798 $217K
Lowe Brockenbrough & Co. Inc. 0.01% No change 6,794 $217K
QRG Capital Management, Inc. 0.00% Add +0.5% 6,765 $216K
Goelzer Investment Management, Inc. 0.01% New 6,628 $212K
Simplicity Wealth,LLC 0.01% Add +2.6% 6,614 $211K
Parallel Advisors, LLC 0.00% Reduce -11.7% 6,610 $211K
Hunting Hill Global Capital, LLC 0.11% No change 6,600 $211K
Independent Financial Group, LLC 0.01% No change 6,589 $211K
Verdence Capital Advisors LLC 0.01% Add +0.8% 6,496 $208K
Southland Equity Partners LLC 0.05% New 6,434 $206K
Patriot Financial Group Insurance Agency, LLC 0.02% No change 6,427 $205K
Everhart Financial Group, Inc. 0.02% New 6,418 $205K
McHugh Group, LLC 0.14% New 6,400 $205K
GoalVest Advisory LLC 0.05% No change 6,400 $205K
Center for Financial Planning, Inc. 0.02% Add +143.9% 6,396 $204K
Stanley-Laman Group, Ltd. 0.03% New 6,390 $204K
Wealthedge Investment Advisors, LLC 0.09% New 6,367 $204K
HFG Advisors, Inc. 0.16% Reduce -13.3% 6,367 $203K
VeraBank, N.A. 0.04% New 6,362 $203K
Bar Harbor Wealth Management 0.01% New 6,340 $203K
Keel Point, LLC 0.01% New 6,272 $200K
Belpointe Asset Management LLC 0.01% New 6,264 $200K
Private Trust Co. NA 0.02% Add +37.0% 6,228 $199K
Generali Asset Management SPA SGR 0.00% Reduce -88.4% 4,459 $194K
Estabrook Capital Management 0.03% No change 6,000 $192K
Hendershot Investments Inc. 0.03% Reduce -20.1% 5,960 $190K
New England Capital Financial Advisors LLC 0.09% Add +7.4% 5,939 $190K
Gitterman Wealth Management, LLC 0.04% New 5,793 $185K
Smartleaf Asset Management LLC 0.02% Add +4.7% 5,391 $172K
First Horizon Advisors, Inc. 0.00% Reduce -5.7% 5,310 $170K
Bank of New Hampshire 0.04% No change 5,123 $164K
Armstrong Advisory Group, Inc. 0.01% No change 5,084 $162K
Rowlandmiller & Partners.adv 0.03% No change 5,063 $162K
Cromwell Holdings LLC 0.09% No change 4,768 $152K
Versant Capital Management, Inc 0.02% Reduce -43.9% 4,703 $150K
LGT Financial Advisors LLC 0.36% Reduce -0.9% 4,482 $143K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.7% 3,963 $127K
HM Payson & Co. 0.00% Add +0.5% 3,954 $126K
St Germain D J Co. Inc. 0.01% Add +136.6% 3,875 $124K
CENTRAL TRUST Co 0.00% Reduce -0.7% 3,764 $120K
MV Capital Management, Inc. 0.01% New 3,546 $113K
Cullen/Frost Bankers, Inc. 0.00% No change 3,472 $111K
Spire Wealth Management 0.00% No change 3,449 $110K
AdvisorNet Financial, Inc 0.01% Add +0.7% 3,337 $107K
Point72 (DIFC) Ltd 0.01% New 3,288 $105K
IFP Advisors, Inc 0.00% Reduce -9.9% 3,188 $102K
Sagard Holdings Management Inc. 0.28% — 3,081 $99K
Colonial Trust Advisors 0.01% No change 3,081 $98K
Sachetta, LLC 0.04% Add +15.2% 3,005 $96K
Capital Analysts, LLC 0.00% Add +8.0% 2,973 $95K
Ameritas Advisory Services, LLC 0.00% New 2,860 $91K
Salem Investment Counselors Inc. 0.00% No change 2,709 $87K
Colonial Trust Co / SC 0.01% No change 2,696 $86K
Private Wealth Asset Management, LLC 0.01% Add +2.3% 2,690 $86K
Clearstead Advisors, LLC 0.00% No change 2,573 $82K
Legacy Bridge, LLC 0.04% No change 2,460 $79K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -10.0% 2,438 $78K
Hughes Financial Services, LLC 0.01% No change 2,477 $77K
GHP Investment Advisors, Inc. 0.00% No change 2,400 $77K
Larson Financial Group LLC 0.00% Add +46.3% 2,348 $75K
SBI Securities Co., Ltd. 0.00% Reduce -3.7% 2,348 $75K
LRI Investments, LLC 0.01% Reduce -63.2% 2,343 $75K
Bfsg, LLC 0.01% Add +1.4% 2,339 $75K
Financial Freedom, LLC 0.04% No change 2,318 $74K
Salomon & Ludwin, LLC 0.01% No change 2,347 $74K
Creative Financial Designs Inc. 0.01% Add +0.1% 2,246 $72K
Trust Co. of Vermont 0.00% No change 2,208 $71K
MTM Investment Management, LLC 0.02% New 2,208 $71K
Indiana Trust & Investment Management Co 0.02% No change 2,078 $66K
RMG Wealth Management LLC 0.01% — 2,101 $65K
MCF Advisors LLC 0.00% No change 2,000 $64K
Murphy & Mullick Capital Management Corp 0.05% No change 2,014 $62K
Ancora Advisors LLC 0.00% No change 1,943 $62K
Kozak & Associates, Inc. 0.01% New 2,000 $61K
Caldwell Sutter Capital, Inc. 0.03% No change 1,894 $61K
Opal Wealth Advisors, LLC 0.02% Reduce -1.1% 1,880 $60K
Cape Investment Advisory, Inc. 0.02% Add +1089.7% 1,856 $59K
WealthCollab, LLC 0.03% No change 1,833 $59K
Ridgewood Investments LLC 0.02% No change 1,800 $58K
Carderock Capital Management Inc. 0.01% New 1,800 $58K
Lanark Financial, Inc. 0.00% Add +0.1% 1,790 $57K
Financial Perspectives, Inc 0.02% No change 1,766 $56K
Nemes Rush Group LLC 0.01% Reduce -24.2% 1,738 $56K
Oliver Lagore Vanvalin Investment Group 0.02% — 1,759 $55K
Northwest Capital Management Inc 0.03% No change 1,650 $53K
PFS Partners, LLC 0.03% No change 1,648 $53K
Pinnacle Bancorp, Inc. 0.02% Reduce -32.9% 1,632 $52K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,632 $52K
Graney & King, LLC 0.03% Add +0.1% 1,620 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +1.0% 1,543 $49K
Barrett & Company, Inc. 0.02% No change 1,535 $49K
Riggs Asset Managment Co. Inc. 0.01% No change 1,480 $47K
Physician Wealth Advisors, Inc. 0.01% No change 1,446 $46K
Millstone Evans Group, LLC 0.03% No change 1,420 $45K
William B. Walkup & Associates, Inc. 0.03% No change 1,368 $44K
JFS Wealth Advisors, LLC 0.00% Reduce -7.3% 1,325 $42K
GPS Wealth Strategies Group, LLC 0.00% Add +4.0% 1,318 $42K
Clarity Asset Management, Inc. 0.03% Add +0.9% 1,315 $42K
Golden State Wealth Management, LLC 0.01% Add +2.6% 1,276 $41K
Goodman Advisory Group, LLC 0.01% No change 1,217 $39K
WFA Asset Management Corp 0.02% No change 1,434 $38K
Accordant Advisory Group Inc 0.03% No change 1,182 $38K
Winnacle Wealth LLC 0.03% New 1,182 $38K
Bruce G. Allen Investments, LLC 0.03% No change 1,156 $37K
FWL Investment Management, LLC 0.01% No change 1,066 $34K
Oakworth Capital, Inc. 0.00% No change 1,062 $34K
Valued Wealth Advisors LLC 0.02% No change 1,040 $33K
Fortitude Family Office, LLC 0.01% Reduce -16.5% 1,035 $33K
Main Street Group, LTD 0.01% Add +2.4% 1,003 $32K
HHM Wealth Advisors, LLC 0.00% Reduce -10.9% 984 $31K
Addison Advisors LLC 0.01% Reduce -39.8% 979 $31K
Leonteq Securities AG 0.00% Add +245.9% 979 $31K
Creekmur Asset Management LLC 0.01% No change 975 $31K
Arax Advisory Partners 0.00% New 970 $31K
Eastern Bank 0.00% Add +156.1% 968 $31K
Harbour Investments, Inc. 0.00% No change 947 $30K
Pin Oak Investment Advisors Inc. 0.03% No change 978 $30K
Grove Bank & Trust 0.00% No change 926 $30K
Parkside Financial Bank & Trust 0.00% Reduce -76.9% 900 $29K
Private Wealth Management Group, LLC 0.01% No change 896 $29K
West Financial Advisors, LLC 0.00% No change 875 $28K
Pinney & Scofield, Inc. 0.02% Add +27.6% 873 $28K
Caldwell Trust Co 0.00% No change 853 $27K
CGC Financial Services, LLC 0.01% No change 850 $27K
ORG Partners LLC 0.01% Add +11.4% 831 $27K
Pacific Center for Financial Services 0.01% No change 817 $26K
Bare Financial Services, Inc 0.01% Add +23.3% 799 $26K
Duncker Streett & Co. Inc. 0.00% No change 762 $24K
Toth Financial Advisory Corp. 0.00% No change 748 $24K
Crews Bank & Trust 0.00% No change 748 $24K
Blue Bell Private Wealth Management, LLC 0.00% Add +15.5% 746 $24K
First Pacific Financial 0.00% New 737 $24K
Trust Co. of Toledo NA 0.00% New 736 $24K
Core Alternative Capital 0.01% Reduce -97.0% 731 $23K
Piscataqua Savings Bank 0.02% New 730 $23K
Keener Financial Planning LLC 0.01% New 722 $23K
V-Square Quantitative Management LLC 0.00% New 507 $22K
Tsfg, LLC 0.00% No change 689 $22K
Brooklyn Investment Group 0.00% Add +20.9% 688 $22K
AllSquare Wealth Management LLC 0.01% No change 684 $22K
Transce3nd, LLC 0.01% Add +12.5% 673 $22K
Flagship Wealth Advisors, LLC 0.01% No change 643 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 618 $20K
Webster Bank, N. A. 0.00% New 605 $19K
NewSquare Capital LLC 0.00% Add +111.9% 570 $18K
Rosenberg Matthew Hamilton 0.00% No change 564 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 555 $18K
Semmax Financial Advisors Inc. 0.00% Add +0.9% 588 $18K
Key Financial Inc 0.00% No change 536 $17K
Cary Street Partners Investment Advisory LLC 0.01% New 525 $17K
Harbor Investment Advisory, LLC 0.00% Add +34.1% 523 $17K
Clearstead Trust, LLC 0.00% New 514 $16K
Dagco, Inc. 0.00% No change 497 $16K
Alpine Bank Wealth Management 0.00% Reduce -78.2% 496 $16K
Twin Peaks Wealth Advisors, LLC 0.00% New 493 $15K
Kennebec Savings Bank 0.01% No change 464 $15K
Bangor Savings Bank 0.00% No change 458 $15K
Costello Asset Management, INC 0.01% No change 450 $14K
Missouri Trust & Investment Co 0.00% No change 450 $14K
Strengthening Families & Communities, LLC 0.01% Reduce -18.6% 443 $14K
City Holding Co. 0.00% No change 433 $14K
Sound Income Strategies, LLC 0.00% Reduce -48.2% 410 $13K
Hemington Wealth Management 0.00% No change 400 $12K
Asset Dedication, LLC 0.00% Reduce -55.8% 372 $12K
Gen-Wealth Partners Inc 0.00% No change 372 $12K
Whittier Trust Co. of Nevada Inc. 0.00% No change 365 $12K
Fourth Dimension Wealth, LLC 0.00% No change 364 $12K
Financial Management Professionals, Inc. 0.00% No change 356 $11K
Field & Main Bank 0.00% No change 355 $11K
Zions Bancorporation, National Association 0.00% Reduce -0.8% 353 $11K
Strategic Investment Solutions, Inc. 0.00% No change 350 $11K
Atticus Wealth Management, LLC 0.00% New 345 $11K
Valley National Advisers Inc. 0.00% No change 348 $11K
Washington Trust Advisors, Inc. 0.00% Reduce -34.6% 330 $11K
First United Bank & Trust 0.00% No change 327 $10K
Darwin Wealth Management, LLC 0.00% Add +1.6% 316 $10K
Smithfield Trust Co 0.00% No change 298 $10K
Optimum Investment Advisors 0.00% No change 312 $10K
Bell Investment Advisors, Inc 0.00% No change 304 $10K
Harbor Asset Planning, Inc. 0.01% — 295 $9K
Country Trust Bank 0.00% No change 289 $9K
Atlantic Union Bankshares Corp 0.00% New 286 $9K
Centennial Bank 0.00% No change 285 $9K
GW&K Investment Management, LLC 0.00% New 267 $9K
TFC Financial Management, Inc. 0.00% No change 270 $9K
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% No change 212 $7K
FSA Wealth Management LLC 0.00% No change 218 $7K
Sierra Ocean, LLC 0.01% No change 217 $7K
Legend Financial Advisors, Inc. 0.00% New 200 $6K
Compass Planning Associates Inc 0.01% No change 191 $6K
Nalls Sherbakoff Group, LLC 0.00% No change 180 $6K
CVA Family Office, LLC 0.00% No change 169 $5K
Wealth Preservation Advisors, LLC 0.00% No change 160 $5K
CX Institutional 0.00% No change 161 $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
Highline Wealth Partners LLC 0.00% Add +55.3% 118 $4K
NBT Bank, N.A. 0.00% No change 118 $4K
Cornerstone Planning Group LLC 0.00% Reduce -40.7% 105 $3K
Evolution Wealth Management Inc. 0.00% — 100 $3K
Prestige Wealth Management Group LLC 0.00% No change 100 $3K
GAMMA Investing LLC 0.00% New 73 $2K
Stephens Consulting, LLC 0.00% No change 68 $2K
Coston, McIsaac & Partners 0.00% No change 79 $2K
Ameriflex Group, Inc. 0.00% Add +1.6% 62 $2K
Aventura Private Wealth, LLC 0.00% No change 60 $2K
Winch Advisory Services, LLC 0.00% No change 48 $2K
Sunbelt Securities, Inc. 0.00% No change 50 $2K
Raffa Wealth Management, LLC 0.00% No change 37 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -50.0% 31 $991
Bogart Wealth, LLC 0.00% No change 31 $991
Financial Gravity Companies, Inc. 0.00% — 18 $575
Kilter Group LLC 0.00% New 13 $416
Caitong International Asset Management Co., Ltd 0.00% New 10 $320
Elevation Point Wealth Partners, LLC 0.00% New 6 $192
High Note Wealth, LLC 0.00% No change 6 $192

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