Manulife FinancialMFC

13F holders, Q3 2025 (September 30)
705holders −27
49new positions
75sold out
8famous investors
$31.22avg. 13F price*

At the end of Q3 2025, 705 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, down 27 from Q2 2025. 49 opened new positions and 75 sold out. The largest holders were Royal Bank of Canada ($5.0B), Vanguard Group Inc. ($2.4B) and Bank of Montreal ($1.8B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and David E. Shaw (0.1% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions49$117.8M
Exits75$114.3M

All 13F filers, Q2 2025 → Q3 2025: 46,853,192 shares bought and 63,836,127 shares sold, net −16,982,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 705 holders

Royal Bank of Canada 0.88% Reduce -2.6% 159,062,570 $5.0B
Vanguard Group Inc. 0.04% Add +0.5% 76,711,490 $2.4B
Bank of Montreal 0.76% Add +25.7% 56,936,761 $1.8B
TD Asset Management Inc 0.95% Add +5.8% 37,638,463 $1.2B
National Bank of Canada 0.99% Add +3.9% 28,199,696 $878.2M
Mackenzie Financial Corp. 1.05% Add +25.6% 27,822,300 $866.6M
1832 Asset Management L.P. 1.34% Add +0.8% 25,368,807 $790.2M
Toronto Dominion Bank 1.19% Reduce -0.9% 19,460,800 $606.1M
Cibc World Market Inc. 1.18% Reduce -5.5% 18,360,625 $571.9M
Geode Capital Management, LLC 0.03% Add +12.7% 15,788,275 $500.8M
CIBC Asset Management Inc 1.33% Reduce -15.1% 14,740,360 $461.0M
Bank of Nova Scotia 0.74% Reduce -5.0% 13,301,099 $414.5M
Legal & General Group Plc 0.08% Add +5.7% 11,541,321 $359.7M
Scotia Capital Inc. 1.51% Add +3.1% 11,437,252 $355.9M
Beutel, Goodman & Co Ltd. 1.93% Reduce -7.4% 10,260,514 $319.7M
Morgan Stanley 0.02% Reduce -31.6% 10,246,660 $319.2M
JPMorgan Chase & Co. 0.02% Reduce -3.3% 9,976,679 $310.8M
Federation des caisses Desjardins du Quebec 1.20% Add +3.2% 9,770,562 $304.2M
Connor, Clark & Lunn Investment Management Ltd. 0.91% Reduce -22.4% 9,321,115 $290.3M
HSBC Holdings PLC 0.15% Add +32.6% 8,041,164 $250.5M
Dimensional Fund Advisors LP 0.05% Add +19.7% 7,738,077 $241.0M
Wells Fargo & Company 0.05% Reduce -8.6% 7,292,559 $227.2M
TD Waterhouse Canada Inc. 1.41% Add +2.5% 6,861,208 $215.8M
Goldman Sachs Group Inc. 0.03% Reduce -35.6% 6,782,869 $211.3M
Canada Pension Plan Investment Board 0.14% Reduce -2.4% 6,323,380 $197.0M
Letko, Brosseau & Associates Inc. 3.33% Reduce -0.6% 6,214,467 $193.7M
Bank of America Corp. 0.01% Reduce -20.6% 6,024,898 $187.7M
Massachusetts Financial Services Co. 0.06% Add +0.2% 5,899,080 $183.8M
FIL Ltd 0.13% Reduce -68.8% 5,344,545 $166.5M
Harding Loevner LP 1.16% Reduce -17.3% 5,077,216 $158.2M
Swiss National Bank 0.09% Reduce -6.2% 4,914,300 $153.2M
Cardinal Capital Management, Inc. 4.32% Add +0.0% 4,792,309 $149.4M
Capital World Investors 0.02% Reduce -1.1% 4,664,473 $145.3M
Agf Management Ltd. 0.64% Add +24.1% 4,163,831 $142.9M
Quadrature Capital Ltd 1.56% Add +13155.3% 4,229,500 $131.7M
Amundi 0.04% Reduce -26.0% 3,824,300 $126.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.69% Add +42.1% 3,877,135 $120.8M
UBS Group AG 0.02% Add +54.6% 3,652,267 $113.8M
JARISLOWSKY, FRASER Ltd 0.56% Reduce -3.2% 3,273,476 $102.0M
Deutsche Bank AG 0.03% Add +3.7% 3,199,822 $99.7M
AustralianSuper Pty Ltd 0.47% Reduce -30.4% 3,196,759 $99.6M
D. E. Shaw & Co. 0.08% Add +134.7% 3,037,311 $94.6M
Bridgewater Associates 0.37% Reduce -4.5% 2,990,651 $93.2M
Mufg Securities (canada), LTD. 2.45% Reduce -3.2% 2,810,633 $87.6M
Alberta Investment Management Corp 0.69% Reduce -11.5% 2,757,900 $85.9M
Two Sigma Investments, LP 0.13% Add +2.4% 2,637,415 $82.2M
CANADA LIFE ASSURANCE Co 0.11% Reduce -5.2% 2,566,011 $79.5M
MUFG Securities EMEA plc 1.80% Reduce -64.1% 2,300,000 $71.6M
GMO 0.20% Reduce -24.5% 2,266,701 $70.6M
BlackRock, Inc. 0.00% Reduce -10.4% 2,227,143 $69.4M
Man Group plc 0.13% Reduce -30.3% 2,104,208 $65.6M
DekaBank Deutsche Girozentrale 0.11% No change 2,057,848 $63.4M
Franklin Resources Inc. 0.02% Add +8.1% 1,976,806 $61.6M
Northern Trust Corp. 0.01% Reduce -7.1% 1,964,374 $61.2M
Manufacturers Life Insurance Company, The 0.05% Add +3.4% 1,936,579 $60.3M
Nearwater Capital Markets, Ltd 0.79% New 1,900,000 $59.2M
Invesco Ltd. 0.01% Reduce -21.6% 1,740,105 $54.2M
Bank of New York Mellon Corp 0.01% Reduce -5.1% 1,726,434 $53.8M
Aviva PLC 0.10% Add +6.3% 1,699,314 $52.9M
Korea Investment CORP 0.11% Add +1.1% 1,656,131 $51.6M
Clearbridge Investments, LLC 0.04% Add +103.9% 1,581,665 $49.3M
Value Partners Investments Inc. 3.86% Add +0.0% 1,520,039 $47.3M
Intact Investment Management Inc. 1.43% Reduce -34.1% 1,512,145 $47.1M
Picton Mahoney Asset Management 0.60% Reduce -24.1% 1,507,847 $47.0M
Scheer, Rowlett & Associates Investment Management Ltd. 2.79% Add +8.6% 1,504,581 $46.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Reduce -7.1% 1,394,697 $43.5M
Todd Asset Management LLC 0.88% Add +6.2% 1,391,938 $43.4M
Nuveen, LLC 0.01% Reduce -1.0% 1,370,897 $42.7M
Neuberger Berman Group LLC 0.03% Reduce -5.6% 1,362,957 $42.5M
First Trust Advisors LP 0.03% Reduce -1.0% 1,350,164 $42.1M
APG Asset Management N.V. 0.11% Add +0.2% 1,537,183 $40.8M
Russell Investments Group, Ltd. 0.04% Reduce -19.4% 1,160,846 $36.2M
Citigroup Inc. 0.03% Add +49.5% 1,156,108 $36.0M
Acadian Asset Management LLC 0.06% Reduce -0.5% 1,144,639 $35.7M
Addenda Capital Inc. 1.03% Reduce -1.7% 804,573 $34.9M
State of Tennessee, Department of Treasury 0.12% Add +8.9% 1,115,328 $34.8M
Millennium Management 0.03% Add +17.1% 1,070,082 $33.3M
American Century Companies Inc. 0.02% Add +15.9% 1,005,673 $31.3M
Achmea Investment Management B.V. 0.36% Add +10.2% 933,388 $29.1M
Van Eck Associates Corp. 0.03% Add +24.7% 929,691 $29.0M
Barclays PLC 0.01% Reduce -14.7% 928,267 $28.9M
Two Sigma Advisers, LP 0.06% Add +22.5% 915,155 $28.5M
Canerector Inc. 14.38% Add +4.8% 650,000 $28.2M
Guardian Capital LP 0.90% Reduce -0.4% 894,211 $27.9M
Teachers Retirement System of the State of Kentucky 0.21% Add +8.3% 891,510 $27.8M
O'shaughnessy Asset Management, LLC 0.16% Reduce -5.0% 883,810 $27.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.97% Reduce -8.2% 861,530 $26.7M
Zurich Insurance Group Ltd 0.18% New 801,550 $25.0M
Bank of Nova Scotia Trust Co. 2.30% Add +2.2% 794,989 $24.8M
Jones Financial Companies LLLP 0.02% Add +14.1% 795,156 $24.5M
Caisse de depot et placement du Quebec 0.04% Reduce -31.9% 776,000 $24.2M
Forsta Ap-Fonden 0.14% Add +15.6% 765,500 $23.9M
Focus Partners Wealth 0.04% Add +0.4% 763,149 $23.8M
Kepler Cheuvreux (Suisse) SA 1.25% — 536,876 $23.3M
Envestnet Asset Management Inc. 0.01% Reduce -26.1% 720,084 $22.4M
Candriam S.C.A. 0.12% Add +13.6% 711,534 $22.2M
SIG North Trading, ULC 3.23% Add +30.9% 673,298 $21.0M
Pictet Asset Management Holding SA 0.02% Reduce -5.8% 672,324 $21.0M
Mn Services Vermogensbeheer B.V. 0.13% Add +1.2% 651,837 $20.3M
Allspring Global Investments Holdings, LLC 0.03% Add +44.6% 642,498 $20.2M
Allianz Asset Management GmbH 0.02% Reduce -9.6% 637,636 $19.9M
Galibier Capital Management Ltd. 6.60% Reduce -10.5% 635,318 $19.8M
Qube Research & Technologies Ltd 0.03% Reduce -43.5% 630,378 $19.6M
Dixon Mitchell Investment Counsel Inc. 0.70% Add +1.3% 628,779 $19.6M
LPL Financial LLC 0.01% Add +1.5% 627,166 $19.5M
Cubist Systematic Strategies, LLC 0.27% Add +556.5% 624,835 $19.5M
Assetmark, Inc. 0.04% Reduce -2.8% 620,473 $19.3M
Raymond James Financial Inc. 0.01% Add +3.1% 583,345 $18.2M
Promethos Capital, LLC 4.44% Add +2.0% 506,640 $16.5M
BNP Paribas Financial Markets 0.01% Add +22.1% 526,849 $16.4M
Sienna Gestion 1.10% Add +233.6% 556,239 $15.8M
Citadel Advisors 0.01% Add +11.4% 487,725 $15.2M
Cidel Asset Management Inc. 0.87% Reduce -2.1% 486,143 $15.1M
Heathbridge Capital Management Ltd. 5.59% Reduce -0.7% 467,550 $14.6M
Cardinal Point Capital Management ULC 0.99% Reduce -1.8% 453,336 $14.1M
Intech Investment Management LLC 0.12% Add +47.6% 437,923 $13.6M
Grace & White Inc. 2.39% Reduce -1.2% 428,655 $13.4M
Crestwood Advisors Group, LLC 0.22% Add +0.8% 419,177 $13.1M
Northwest & Ethical Investments L.P. 0.31% Reduce -10.5% 415,713 $12.9M
Varma Mutual Pension Insurance Co 0.08% Add +8.7% 414,539 $12.9M
Wellington Management Group LLP 0.00% Reduce -16.2% 410,326 $12.8M
Healthcare of Ontario Pension Plan Trust Fund 0.02% No change 400,000 $12.5M
Renaissance Technologies 0.02% Add +50.3% 397,624 $12.4M
FMR LLC 0.00% Reduce -0.4% 396,025 $12.3M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +8.5% 382,311 $11.9M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 365,000 $11.4M
Hillsdale Investment Management Inc. 0.34% Reduce -66.5% 362,991 $11.3M
Jane Street Group, LLC 0.01% Reduce -17.6% 357,602 $11.1M
Numerai GP LLC 1.43% Add +253.9% 326,414 $10.2M
Foster & Motley Inc. 0.52% Reduce -0.9% 308,641 $9.6M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -75.9% 294,881 $9.2M
Commonwealth Equity Services, LLC 0.01% Reduce -5.6% 292,980 $9.1M
Oddo BHF Asset Management Sas 0.34% Reduce -13.5% 206,300 $8.9M
USS Investment Management Ltd 0.04% No change 279,167 $8.7M
Susquehanna Portfolio Strategies, LLC 0.13% No change 272,900 $8.5M
Creative Planning 0.01% Add +15.2% 266,008 $8.3M
Natixis Advisors, LLC 0.01% Reduce -11.0% 265,092 $8.3M
OPTIMAS CAPITAL Ltd 5.07% New 257,500 $8.0M
Vontobel Holding Ltd. 0.03% Reduce -20.6% 255,177 $7.9M
Natixis 0.04% Add +16.1% 240,634 $7.5M
Genus Capital Management Inc. 0.86% Add +840.6% 239,000 $7.4M
US Bancorp \de 0.01% Reduce -17.2% 230,637 $7.2M
Quantinno Capital Management LP 0.02% Add +12.9% 221,007 $6.9M
JCIC Asset Management Inc. 2.10% — 215,210 $6.7M
Lorne Steinberg Wealth Management Inc. 1.60% Add +11.3% 213,524 $6.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% No change 203,091 $6.3M
Cetera Investment Advisers 0.01% Add +27.9% 202,410 $6.3M
Stifel Financial Corp. 0.01% Reduce -25.2% 201,357 $6.3M
Gold Investment Management Ltd. 2.08% Add +2.1% 199,011 $6.2M
Janus Henderson Group PLC 0.00% Reduce -4.8% 194,941 $6.1M
Utah Retirement Systems 0.06% Reduce -1.2% 191,360 $6.0M
Magnetar Financial LLC 0.04% Reduce -36.7% 189,208 $5.9M
Guardian Partners Inc. 0.49% Add +0.3% 183,763 $5.8M
Ritholtz Wealth Management 0.11% Reduce -0.8% 184,658 $5.8M
Public Sector Pension Investment Board 0.02% Reduce -85.6% 181,844 $5.7M
Maryland State Retirement & Pension System 0.12% Add +11.1% 180,435 $5.6M
Mariner, LLC 0.01% Reduce -5.4% 177,634 $5.5M
HighTower Advisors, LLC 0.01% Add +5.3% 177,244 $5.5M
Cerity Partners LLC 0.01% Reduce -0.7% 176,797 $5.5M
Aviso Financial Inc. 0.22% Add +10.9% 172,568 $5.4M
Alliancebernstein L.P. 0.00% Add +24.7% 169,284 $5.3M
Voleon Capital Management LP 0.13% New 166,648 $5.2M
PDT Partners, LLC 0.32% Reduce -21.8% 162,181 $5.1M
AEGON ASSET MANAGEMENT UK Plc 0.06% No change 160,731 $5.0M
Osaic Holdings, Inc. 0.01% Add +0.6% 158,408 $4.9M
XTX Topco Ltd 0.25% Add +12.1% 153,023 $4.8M
Swiss Life Asset Management Ltd 0.02% Add +20.8% 151,231 $4.7M
Bessemer Group Inc. 0.01% Reduce -22.8% 149,099 $4.6M
Avanza Fonder AB 0.12% No change 106,144 $4.6M
Worldquant Millennium Advisors LLC 0.02% Add +197.8% 147,435 $4.6M
AXA Investment Managers S.A. 0.01% — 147,016 $4.6M
Point72 Asset Management 0.01% Add +37.8% 143,200 $4.5M
Affinity Wealth Management LLC 0.60% Add +2.5% 130,955 $4.1M
Public Employees Retirement System of Ohio 0.01% Reduce -2.9% 127,155 $4.0M
Ninepoint Partners LP 0.52% Reduce -4.3% 120,435 $3.8M
Barry Investment Advisors, LLC 0.86% Reduce -7.6% 119,877 $3.7M
Gulf International Bank (UK) Ltd 0.12% Reduce -2.3% 85,383 $3.7M
Trustmark Bank Trust Department 0.23% Reduce -2.2% 115,857 $3.6M
Benjamin Edwards Inc. 0.04% Add +4.2% 114,395 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.9% 113,883 $3.5M
Prudential PLC 0.03% Add +21.6% 113,617 $3.5M
Kestra Advisory Services, LLC 0.02% Add +50.4% 113,112 $3.5M
Trexquant Investment LP 0.04% New 112,059 $3.5M
Corient Private Wealth LP 0.01% Add +1.6% 111,295 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -1.2% 96,266 $3.4M
Rathbones Group PLC 0.01% No change 108,550 $3.4M
Oppenheimer Asset Management Inc. 0.04% Reduce -30.8% 108,230 $3.4M
PCJ Investment Counsel Ltd. 0.90% Reduce -9.7% 103,341 $3.2M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -29.0% 101,991 $3.2M
Susquehanna Fundamental Investments, LLC 0.12% Reduce -68.2% 101,000 $3.1M
Janney Montgomery Scott LLC 0.01% Add +4.1% 100,945 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.9% 99,834 $3.1M
Spinnaker Trust 0.17% Add +1.3% 98,951 $3.1M
Argent Trust Co 0.11% Add +7.1% 98,681 $3.1M
Cresset Asset Management, LLC 0.01% Add +141.7% 98,124 $3.1M
Kestra Private Wealth Services, LLC 0.04% Add +9.6% 94,311 $2.9M
Westerkirk Capital Inc. 0.33% Reduce -10.9% 94,050 $2.9M
Crossmark Global Holdings, Inc. 0.04% No change 93,716 $2.9M
Cwm, LLC 0.01% Add +81.4% 93,192 $2.9M
Synovus Financial Corp. 0.03% Reduce -12.8% 93,057 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.0% 89,929 $2.9M
Harvest Portfolios Group Inc. 0.05% Reduce -13.4% 90,608 $2.8M
Capital Fund Management S.A. 0.03% Add +11.7% 89,559 $2.8M
Bridge Creek Capital Management LLC 0.76% Reduce -0.9% 88,210 $2.7M
Claret Asset Management Corp 0.33% Reduce -0.2% 88,015 $2.7M
Fifth Third Bancorp 0.01% Reduce -27.2% 84,137 $2.6M
Vise Technologies, Inc. 0.10% Add +4.7% 83,070 $2.6M
Royal London Asset Management Ltd. 0.01% Reduce -1.3% 80,989 $2.5M
Metis Global Partners, LLC 0.06% Reduce -0.9% 80,250 $2.5M
Lombard Odier Asset Management (Europe) Ltd 0.18% Reduce -41.6% 80,000 $2.5M
SG Americas Securities, LLC 0.01% Add +97.3% 79,479 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -31.3% 78,500 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.4% 78,191 $2.4M
Baird Financial Group, Inc. 0.00% Add +4.2% 75,731 $2.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.4% 75,195 $2.3M
Captrust Financial Advisors 0.00% Reduce -15.9% 73,309 $2.3M
Truist Financial Corp. 0.00% Reduce -18.8% 72,985 $2.3M
NorthCoast Asset Management LLC 0.01% Add +72.3% 72,287 $2.3M
Private Advisor Group, LLC 0.01% Reduce -3.0% 72,112 $2.2M
ExodusPoint Capital Management, LP 0.03% New 70,700 $2.2M
AQR Capital Management 0.00% Add +18.9% 69,865 $2.2M
DAVENPORT & Co LLC 0.01% Reduce -27.5% 69,540 $2.2M
Erste Asset Management GmbH 0.02% Reduce -52.7% 68,000 $2.1M
Engineers Gate Manager LP 0.02% Reduce -33.4% 67,415 $2.1M
Summit Global Investments 0.12% New 66,280 $2.1M
Assenagon Asset Management S.A. 0.00% Reduce -95.8% 65,524 $2.0M
Investment Management Corp of Ontario 0.03% Reduce -39.7% 62,695 $2.0M
LMG Wealth Partners, LLC 0.36% Add +4.8% 62,570 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -97.3% 61,608 $1.9M
Principal Financial Group Inc. 0.00% Reduce -8.3% 61,100 $1.9M
Quadrant Capital Group LLC 0.06% Reduce -18.4% 60,531 $1.9M
DGS Capital Management, LLC 0.34% Reduce -0.3% 60,467 $1.9M
F/m Investments LLC 0.07% Reduce -2.1% 59,444 $1.9M
Atria Investments, Inc 0.02% Reduce -20.1% 59,347 $1.8M
Americana Partners, LLC 0.06% Reduce -1.2% 58,786 $1.8M
HB Wealth Management, LLC 0.01% Add +42.8% 57,011 $1.8M
Callan Family Office, LLC 0.06% Reduce -7.8% 55,922 $1.7M
Credit Agricole S A 0.01% — 55,279 $1.7M
Arjuna Capital 0.43% New 54,994 $1.7M
ASR Vermogensbeheer N.V. 0.02% Add +1.6% 54,570 $1.7M
Keybank National Association 0.01% Reduce -24.2% 54,541 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -9.1% 54,505 $1.7M
Signaturefd, LLC 0.03% Add +0.7% 53,762 $1.7M
Aigen Investment Management, LP 0.25% Reduce -4.0% 37,560 $1.6M
BayBridge Capital Group, LLC 1.03% Reduce -0.4% 52,002 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -5.6% 51,787 $1.6M
SageView Advisory Group, LLC 0.05% New 50,791 $1.6M
Moors & Cabot, Inc. 0.07% No change 50,754 $1.6M
M&T Bank Corp 0.01% Add +4.4% 50,315 $1.6M
Vident Advisory, LLC 0.02% Reduce -45.7% 50,193 $1.6M
Graham Capital Management, L.P. 0.09% Reduce -72.1% 50,177 $1.6M
WCG Wealth Advisors LLC 0.10% Add +24.5% 48,954 $1.5M
Choreo, LLC 0.02% Reduce -25.5% 48,922 $1.5M
Independent Advisor Alliance 0.04% Add +8.2% 48,653 $1.5M
Union Bancaire Privee, UBP SA 0.02% Add +38.4% 6,237 $1.5M
Entropy Technologies, LP 0.11% Reduce -3.4% 47,947 $1.5M
Sterling Capital Management LLC 0.02% Reduce -25.7% 47,528 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +11.9% 46,158 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.5% 45,556 $1.4M
Mercer Global Advisors Inc. 0.00% Add +7.7% 45,542 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Add +1.8% 44,950 $1.4M
Redhawk Wealth Advisors, Inc. 0.16% Reduce -41.9% 44,367 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -5.9% 43,418 $1.4M
Caprock Group, LLC 0.03% — 43,311 $1.3M
Sageworth Trust Co 0.06% No change 43,048 $1.3M
Plato Investment Management Ltd 0.09% Reduce -0.1% 42,949 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -9.4% 41,854 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -19.8% 40,960 $1.3M
UniSuper Management Pty Ltd 0.01% No change 29,400 $1.3M
Hollencrest Capital Management 0.05% No change 40,786 $1.3M
AlphaCore Capital LLC 0.04% Add +39.6% 40,665 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% No change 40,423 $1.3M
Stamos Capital Partners, L.P. 0.24% Reduce -29.4% 40,291 $1.3M
Pacifica Partners Inc. 0.45% Add +263.0% 39,702 $1.2M
Advisory Resource Group 0.22% Add +12.6% 39,750 $1.2M
Lido Advisors, LLC 0.01% Add +2.6% 39,399 $1.2M
MML Investors Services, LLC 0.00% Reduce -5.5% 38,162 $1.2M
Pathstone Holdings, LLC 0.00% Add +4.0% 37,512 $1.2M
Invst, LLC 0.13% Add +3.1% 37,155 $1.2M
Little House Capital LLC 0.27% Add +1.8% 37,061 $1.2M
&partners 0.01% Add +26.3% 36,578 $1.1M
Verition Fund Management LLC 0.01% Add +56.5% 36,460 $1.1M
Squarepoint Ops LLC 0.00% Add +47.4% 34,980 $1.1M
Lazard Asset Management LLC 0.00% New 34,763 $1.1M
Schonfeld Strategic Advisors LLC 0.01% New 34,475 $1.1M
Daymark Wealth Partners, LLC 0.04% No change 34,413 $1.1M
K.J. Harrison & Partners Inc 0.15% Reduce -64.9% 32,483 $1.0M
Hoge Financial Services, LLC 0.57% Add +0.8% 31,703 $988K
Nwam LLC 0.05% Add +0.0% 30,614 $975K
Norden Group LLC 0.10% Reduce -0.0% 30,884 $962K
Cigna Investments Inc. 0.14% Reduce -1.8% 30,801 $960K
Brown Advisory Inc. 0.00% Add +24.2% 29,744 $927K
111 Capital 0.18% New 29,717 $925K
Tacita Capital Inc 0.55% Reduce -1.4% 29,231 $911K
Advisors Asset Management, Inc. 0.02% Reduce -4.5% 29,213 $910K
Pitcairn Co. 0.07% Reduce -39.1% 28,839 $898K
Allianz SE 0.02% New 28,200 $879K
Integrated Wealth Concepts LLC 0.01% Reduce -0.0% 28,205 $879K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -11.1% 28,096 $875K
Wealth Architects, LLC 0.08% No change 28,090 $875K
Regions Financial Corp. 0.01% Reduce -18.7% 28,041 $873K
NewEdge Advisors, LLC 0.00% Reduce -83.1% 27,728 $864K
Compound Planning, Inc. 0.03% Add +7.3% 27,670 $862K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.2% 26,920 $839K
Sumitomo Life Insurance Co. 0.03% Reduce -3.7% 26,877 $837K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -3.7% 26,877 $837K
Coastline Trust Co 0.09% Reduce -5.4% 26,782 $834K
PFG Advisors 0.03% Add +12.8% 26,324 $820K
Archer Investment Corp 0.18% No change 25,700 $801K
Evergreen Capital Management LLC 0.02% Add +0.8% 25,639 $799K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -5.8% 25,542 $796K
Sanctuary Advisors, LLC 0.00% Reduce -24.0% 23,599 $735K
Montag A & Associates Inc. 0.03% No change 23,574 $734K
TD Private Client Wealth LLC 0.02% Reduce -5.9% 23,486 $732K
Legacy Wealth Asset Management, LLC 0.17% Add +0.4% 22,954 $715K
Measured Wealth Private Client Group, LLC 0.19% Reduce -57.0% 22,712 $707K
Hilltop National Bank 0.17% No change 22,653 $706K
Wedbush Securities Inc. 0.02% Add +0.3% 22,466 $700K
Brown Brothers Harriman & Co. 0.00% Add +10.0% 22,320 $695K
Apollon Wealth Management, LLC 0.01% Add +15.3% 21,977 $685K
CenterBook Partners LP 0.03% Reduce -33.0% 21,365 $666K
Huntington National Bank 0.01% Reduce -17.9% 21,341 $665K
Point72 Asia (Singapore) Pte. Ltd. 0.10% New 21,100 $657K
Savvy Advisors, Inc. 0.03% Add +3.6% 20,782 $647K
Syon Capital LLC 0.03% Add +71.1% 20,373 $635K
World Investment Advisors 0.01% Add +28.0% 20,308 $633K
Gateway Investment Advisers LLC 0.01% No change 20,186 $629K
Yousif Capital Management, LLC 0.01% Reduce -15.4% 19,966 $622K
Burney Co./ 0.02% No change 19,904 $620K
Blair William & Co. 0.00% Add +0.0% 19,882 $619K
West Family Investments, Inc. 0.14% Add +0.8% 19,869 $619K
One Wealth Advisors, LLC 0.07% Reduce -26.8% 19,175 $597K
Boothe Investment Group, Inc. 0.22% No change 19,076 $594K
Merit Financial Group, LLC 0.01% Add +83.9% 18,867 $588K
CIBC Private Wealth Group LLC 0.00% Add +89.3% 18,745 $584K
Robertson Stephens Wealth Management, LLC 0.02% Add +10.2% 18,706 $583K
Savant Capital, LLC 0.00% Reduce -16.5% 18,479 $576K
Thrivent Financial for Lutherans 0.00% Reduce -88.9% 18,072 $563K
Campbell & CO Investment Adviser LLC 0.04% Reduce -87.0% 17,615 $549K
Steward Partners Investment Advisory, LLC 0.00% Add +12.0% 17,252 $537K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +68.7% 17,065 $532K
Crawford Investment Counsel Inc. 0.01% No change 16,946 $528K
Strategic Investment Advisors / MI 0.05% Reduce -3.6% 16,900 $526K
Flagship Harbor Advisors, LLC 0.02% Add +0.3% 16,710 $521K
Prudential Financial Inc. 0.00% No change 16,700 $520K
NewEdge Wealth, LLC 0.01% Add +49.6% 15,475 $515K
Commerce Bank 0.00% Add +1.9% 16,419 $511K
Glenmede Investment Management, LP 0.00% Add +45.4% 16,284 $507K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.1% 16,054 $500K
Summitry LLC 0.02% Reduce -26.7% 15,931 $496K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 15,840 $493K
Peapack Gladstone Financial Corp. 0.01% Reduce -16.1% 15,849 $493K
Moneta Group Investment Advisors LLC 0.00% Add +0.8% 15,823 $493K
Wealthspire Advisors, LLC 0.00% Reduce -4.8% 15,746 $490K
Bridges Investment Management Inc. 0.01% Reduce -2.8% 15,716 $490K
Fayez Sarofim & Co 0.00% No change 15,593 $486K
Kingsview Wealth Management, LLC 0.01% Reduce -41.5% 15,591 $486K
Principal Securities, Inc. 0.01% Reduce -3.7% 15,567 $485K
Sunpointe, LLC 0.17% No change 15,419 $480K
Strategic Blueprint, LLC 0.02% No change 15,394 $480K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 15,220 $474K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.3% 15,220 $474K
Heritage Financial Services, LLC 0.04% No change 15,107 $471K
Concurrent Investment Advisors, LLC 0.01% Add +11.7% 14,899 $464K
Checchi Capital Advisers, LLC 0.03% Reduce -4.3% 14,864 $463K
Integrated Advisors Network LLC 0.02% Reduce -2.0% 14,630 $456K
Fiera Capital Corp 0.00% Reduce -27.3% 14,457 $450K
Rockefeller Capital Management L.P. 0.00% Add +8.1% 14,429 $449K
Ferguson Wellman Capital Management, Inc. 0.01% Add +3.9% 14,413 $449K
Beverly Hills Private Wealth, LLC 0.08% Add +0.1% 14,268 $444K
Kathmere Capital Management, LLC 0.03% Add +3.8% 14,144 $441K
Waverly Advisors, LLC 0.00% Add +0.9% 13,958 $435K
Focus Partners Advisor Solutions, LLC 0.00% Add +12.8% 13,467 $430K
Brown, Lisle/Cummings, Inc. 0.11% No change 13,749 $428K
HUB Investment Partners, LLC 0.02% Add +14.5% 13,257 $413K
FineMark National Bank & Trust 0.01% Reduce -26.6% 13,236 $412K
Baader Bank Aktiengesellschaft 0.03% New 13,219 $411K
Aprio Wealth Management, LLC 0.04% Reduce -2.3% 13,186 $411K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -46.5% 13,134 $409K
Forum Financial Management, LP 0.01% Add +36.7% 13,036 $406K
DeepCurrents Investment Group LLC 0.89% Reduce -64.4% 13,037 $406K
O'ROURKE & COMPANY, Inc 0.17% Reduce -4.8% 12,954 $404K
Twinbeech Capital LP 0.02% Reduce -76.3% 12,806 $399K
Equitable Holdings, Inc. 0.00% Add +5.2% 12,763 $398K
RNC Capital Management LLC 0.02% Add +8.6% 12,561 $391K
Wealth Alliance, LLC 0.04% Reduce -40.3% 12,528 $390K
Point72 (DIFC) Ltd 0.03% Add +280.2% 12,500 $389K
Midwest Trust Co 0.01% Reduce -41.2% 12,492 $389K
Resources Management Corp. /CT/ 0.05% Reduce -11.2% 12,445 $388K
HBK Sorce Advisory LLC 0.01% Reduce -0.3% 11,976 $385K
Crescent Grove Advisors, LLC 0.04% Add +0.8% 12,308 $383K
Triasima Portfolio Management inc. 0.06% Reduce -94.3% 12,293 $383K
Allworth Financial LP 0.00% Add +11.1% 12,147 $378K
Baron Wealth Management LLC 0.13% Reduce -3.7% 12,141 $378K
Bragg Financial Advisors, Inc 0.01% Add +0.1% 12,093 $377K
Wesbanco Bank Inc. 0.01% No change 12,038 $375K
Websterrogers Financial Advisors, LLC 0.11% No change 12,026 $375K
Brucke Financial, Inc. 0.22% New 11,423 $370K
Meeder Advisory Services, Inc. 0.02% New 11,794 $367K
Blue Trust, Inc. 0.00% Reduce -13.7% 11,790 $367K
Louisbourg Investments Inc. 0.08% Reduce -6.7% 11,565 $360K
PDS Planning, Inc 0.02% Add +4.0% 11,563 $360K
Stephens Inc. 0.00% Reduce -4.0% 11,481 $358K
CoreCap Advisors, LLC 0.01% No change 11,368 $354K
Bayforest Capital Ltd 0.17% New 11,323 $353K
Ascent Group, LLC 0.01% Add +17.4% 11,223 $350K
Sagespring Wealth Partners, LLC 0.01% Add +1.8% 11,001 $343K
Finward Bancorp 0.26% No change 10,984 $342K
Knights of Columbus Asset Advisors LLC 0.02% Add +2.4% 10,981 $342K
First Nebraska Trust Co 0.03% No change 10,950 $341K
First National Bank & Trust Co. of Newtown 0.06% No change 10,892 $339K
Councilmark Asset Management, LLC 0.19% No change 10,886 $339K
Bradley Foster & Sargent Inc. 0.01% Reduce -6.6% 10,853 $338K
Curi Capital, LLC 0.01% New 10,734 $334K
Park Avenue Securities LLC 0.00% Reduce -17.4% 10,594 $330K
HighPoint Advisor Group LLC 0.02% Add +2.2% 10,583 $330K
Ewing Morris & Co. Investment Partners Ltd. 0.14% Add +0.6% 10,541 $328K
First Affirmative Financial Network 0.15% Add +10.7% 10,403 $324K
Old National Bancorp 0.01% Reduce -0.6% 10,252 $319K
Seven Mile Advisory 0.05% Reduce -3.7% 10,216 $318K
Legacy Capital Group California, Inc. 0.08% Add +7.6% 10,187 $317K
Arax Advisory Partners 0.00% Add +948.3% 10,168 $317K
Alaska Wealth Advisors, LLC 0.04% Add +35.1% 10,093 $314K
Midwest Professional Planners, LTD. 0.08% Reduce -0.2% 10,017 $312K
Old North State Trust, LLC 0.19% New 10,000 $312K
EverSource Wealth Advisors, LLC 0.01% Add +1.0% 9,989 $311K
Haven Private, LLC 0.14% Add +4.0% 9,954 $310K
Jacobson & Schmitt Advisors, LLC 0.05% New 9,870 $307K
D'Orazio & Associates, Inc. 0.04% Reduce -0.8% 9,850 $307K
Fiduciary Wealth Partners, LLC 0.13% Add +0.0% 9,828 $306K
Lewis Asset Management, LLC 0.13% Add +1.5% 9,760 $304K
Pekin Hardy Strauss, Inc. 0.03% Reduce -7.2% 9,674 $301K
Farmers & Merchants Investments Inc. 0.01% No change 9,503 $296K
Johnson Financial Group, Inc. 0.01% Reduce -4.0% 9,500 $296K
Dynamic Technology Lab Private Ltd 0.05% Reduce -26.3% 9,461 $295K
Gladstone Institutional Advisory LLC 0.01% Add +0.0% 9,430 $294K
American National Bank & Trust 0.03% Add +1.8% 9,429 $294K
United Capital Financial Advisors, LLC 0.00% Add +1.0% 9,428 $294K
Pinnacle Financial Partners Inc 0.01% New 9,402 $293K
Peregrine Asset Advisers, Inc. 0.09% No change 9,350 $291K
Westwood Holdings Group Inc. 0.00% No change 9,343 $291K
Brighton Jones LLC 0.01% Add +0.8% 9,333 $291K
GF Fund Management Co. LTD. 0.01% Reduce -5.2% 9,279 $289K
Burke & Herbert Bank & Trust Co. 0.06% Reduce -4.2% 9,234 $288K
Farther Finance Advisors, LLC 0.00% Add +11.9% 9,171 $286K
Spirepoint Private Client, LLC 0.03% Add +21.8% 9,108 $284K
Marks Group Wealth Management, Inc 0.03% Reduce -31.2% 8,975 $280K
Selective Wealth Management, Inc. 0.09% No change 8,650 $278K
Beacon Pointe Advisors, LLC 0.00% Add +11.3% 8,904 $277K
Florida Trust Wealth Management Co 0.01% No change 8,753 $273K
Bridgewater Advisors Inc. 0.02% Add +4.3% 8,203 $272K
Personal Cfo Solutions, LLC 0.05% Reduce -13.7% 8,720 $272K
Westmount Partners, LLC 0.07% No change 8,608 $271K
Greenleaf Trust 0.00% Add +2.7% 8,632 $269K
D.A. Davidson & Co. 0.00% Add +7.9% 8,631 $269K
Global Retirement Partners, LLC 0.01% Reduce -29.6% 8,584 $267K
Hamilton Wealth, LLC 0.06% No change 8,516 $265K
Rossby Financial, LCC 0.09% Add +1.0% 8,345 $262K
Faithward Advisors, LLC 0.04% Add +0.1% 8,415 $262K
Danske Bank A/S 0.00% Add +5.6% 8,486 $261K
Trust Co of the South 0.04% No change 8,330 $259K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -35.0% 8,306 $259K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.0% 8,112 $253K
Rwa Wealth Partners, LLC 0.00% No change 8,014 $250K
Sigma Planning Corp 0.01% Add +0.3% 7,980 $249K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.7% 7,958 $248K
Fidelis Capital Partners, LLC 0.02% New 7,837 $244K
MAI Capital Management 0.00% Reduce -21.2% 7,833 $244K
Flputnam Investment Management Co. 0.00% New 7,703 $240K
OneAscent Financial Services LLC 0.02% Reduce -8.8% 7,475 $233K
Eisler Capital Management Ltd. 0.01% New 7,455 $232K
Rehmann Capital Advisory Group 0.01% Reduce -4.8% 7,452 $232K
Wealth Quarterback LLC 0.09% Add +0.9% 7,377 $230K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -71.2% 7,349 $229K
Modern Wealth Management, LLC 0.00% Add +2.9% 7,308 $228K
Stratos Investment Management, LLC 0.01% Add +0.7% 7,291 $227K
Wealthcare Advisory Partners LLC 0.00% Add +1.4% 7,248 $226K
Crewe Advisors LLC 0.02% No change 7,200 $224K
Jain Global LLC 0.00% New 7,185 $224K
Mitchell & Pahl Private Wealth, LLC 0.09% Reduce -3.3% 7,114 $222K
Silverlake Wealth Management LLC 0.05% Add +0.5% 7,109 $221K
jvl associates llc 0.07% No change 7,106 $221K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.0% 7,092 $221K
Anchor Investment Management, LLC 0.02% Reduce -0.7% 7,050 $220K
AE Wealth Management LLC 0.00% Reduce -15.5% 7,020 $219K
Larson Financial Group LLC 0.01% Add +197.7% 6,989 $218K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +8.7% 6,984 $218K
Foundations Investment Advisors, LLC 0.00% Reduce -1.1% 6,984 $218K
Cyndeo Wealth Partners, LLC 0.01% Reduce -3.2% 6,982 $217K
Cornerstone Wealth Management, LLC 0.01% Reduce -12.8% 6,960 $217K
Mustard Seed Financial, LLC 0.14% No change 6,940 $216K
State of Wyoming 0.02% Add +1.2% 6,930 $216K
Sivia Capital Partners, LLC 0.06% Reduce -12.0% 6,901 $215K
FMA Wealth Management, LLC 0.15% No change 6,898 $215K
Ethic Inc. 0.00% New 6,879 $214K
Verdence Capital Advisors LLC 0.01% Add +0.0% 6,497 $214K
C M Bidwell & Associates Ltd. 0.10% No change 6,833 $213K
Lowe Brockenbrough & Co. Inc. 0.01% No change 6,794 $212K
Parallel Advisors, LLC 0.00% Add +2.2% 6,758 $211K
Goelzer Investment Management, Inc. 0.01% Add +1.8% 6,745 $210K
Macquarie Group Ltd. 0.00% Reduce -98.3% 6,735 $210K
Southland Equity Partners LLC 0.04% Add +4.7% 6,733 $210K
Aviance Capital Partners, LLC 0.02% New 6,728 $210K
Private Management Group Inc. 0.01% Reduce -25.6% 6,668 $208K
Plante Moran Financial Advisors, LLC 0.01% Reduce -9.0% 6,661 $207K
OneDigital Investment Advisors LLC 0.00% Reduce -17.9% 6,573 $205K
Hunting Hill Global Capital, LLC 0.08% No change 6,600 $204K
von Borstel & Associates, Inc. 0.03% New 6,044 $201K
Smartleaf Asset Management LLC 0.01% Add +19.4% 6,434 $199K
GoalVest Advisory LLC 0.04% No change 6,400 $199K
Center for Financial Planning, Inc. 0.02% No change 6,396 $199K
Private Trust Co. NA 0.02% Reduce -2.6% 6,065 $189K
Generali Asset Management SPA SGR 0.00% Reduce -2.9% 4,331 $188K
Estabrook Capital Management 0.03% No change 6,000 $187K
Hendershot Investments Inc. 0.02% No change 5,960 $186K
New England Capital Financial Advisors LLC 0.08% Add +0.1% 5,943 $185K
Armstrong Advisory Group, Inc. 0.01% Add +9.2% 5,551 $173K
Rowlandmiller & Partners.adv 0.03% No change 5,063 $158K
Bank of New Hampshire 0.04% Reduce -1.9% 5,023 $156K
First Horizon Corp. 0.01% — 4,858 $151K
Cromwell Holdings LLC 0.08% No change 4,768 $149K
Tompkins Financial Corp. 0.01% New 4,628 $144K
Advisory Services Network, LLC 0.00% New 4,521 $141K
LGT Financial Advisors LLC 0.30% No change 4,482 $140K
Versant Capital Management, Inc 0.02% Reduce -5.7% 4,436 $138K
HM Payson & Co. 0.00% Add +8.9% 4,308 $134K
Rhumbline Advisers 0.00% Reduce -42.7% 4,275 $133K
Colonial Trust Co / SC 0.02% Add +49.4% 4,027 $125K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.2% 3,956 $123K
St Germain D J Co. Inc. 0.00% No change 3,875 $121K
CENTRAL TRUST Co 0.00% Reduce -7.3% 3,488 $109K
Colonial Trust Advisors 0.01% No change 3,081 $96K
Sagard Holdings Management Inc. 0.48% No change 3,081 $96K
AdvisorNet Financial, Inc 0.01% Reduce -7.7% 3,079 $96K
Sachetta, LLC 0.04% Add +0.6% 3,024 $94K
Capital Analysts, LLC 0.00% Add +0.7% 2,993 $93K
Clearstead Advisors, LLC 0.00% Add +10.8% 2,851 $89K
Cullen/Frost Bankers, Inc. 0.00% Reduce -18.7% 2,822 $88K
Salem Investment Counselors Inc. 0.00% No change 2,709 $84K
Private Wealth Asset Management, LLC 0.01% No change 2,690 $84K
IFP Advisors, Inc 0.00% Reduce -16.4% 2,665 $83K
Hughes Financial Services, LLC 0.01% No change 2,477 $83K
Legacy Bridge, LLC 0.03% No change 2,460 $77K
Salomon & Ludwin, LLC 0.01% No change 2,347 $75K
LRI Investments, LLC 0.01% Add +2.6% 2,403 $75K
GHP Investment Advisors, Inc. 0.00% No change 2,400 $75K
Bfsg, LLC 0.01% Add +0.7% 2,355 $73K
Financial Freedom, LLC 0.04% No change 2,318 $72K
Creative Financial Designs Inc. 0.00% Add +1.3% 2,275 $71K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.2% 2,262 $70K
MTM Investment Management, LLC 0.02% Add +0.1% 2,210 $69K
Trust Co. of Vermont 0.00% No change 2,208 $69K
Spire Wealth Management 0.00% Reduce -36.7% 2,184 $68K
Kozak & Associates, Inc. 0.01% No change 2,000 $68K
RMG Wealth Management LLC 0.01% No change 2,101 $67K
Harbour Investments, Inc. 0.00% Add +124.2% 2,123 $66K
Leonteq Securities AG 0.00% Add +113.3% 2,088 $65K
Indiana Trust & Investment Management Co 0.02% No change 2,078 $65K
Ameritas Advisory Services, LLC 0.00% Reduce -28.1% 2,055 $64K
Murphy & Mullick Capital Management Corp 0.05% No change 2,014 $63K
MCF Advisors LLC 0.00% No change 2,000 $62K
UMB Bank, n.a. 0.00% Reduce -76.5% 1,999 $62K
Caldwell Sutter Capital, Inc. 0.03% No change 1,894 $59K
SBI Securities Co., Ltd. 0.00% Reduce -21.6% 1,841 $57K
WealthCollab, LLC 0.03% No change 1,833 $57K
Geneos Wealth Management Inc. 0.00% Reduce -79.5% 1,819 $57K
Financial Perspectives, Inc 0.02% No change 1,766 $55K
Nemes Rush Group LLC 0.01% No change 1,738 $54K
PFS Partners, LLC 0.02% No change 1,648 $51K
Pinnacle Bancorp, Inc. 0.01% No change 1,632 $51K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,632 $51K
Graney & King, LLC 0.04% Add +0.1% 1,621 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +1.0% 1,558 $49K
Lanark Financial, Inc. 0.00% Reduce -13.2% 1,553 $48K
Barrett & Company, Inc. 0.02% No change 1,535 $48K
Physician Wealth Advisors, Inc. 0.01% No change 1,446 $45K
Millstone Evans Group, LLC 0.03% No change 1,420 $44K
William B. Walkup & Associates, Inc. 0.02% No change 1,368 $43K
Mather Group, Llc. 0.00% New 1,368 $43K
WFA Asset Management Corp 0.02% No change 1,434 $42K
GPS Wealth Strategies Group, LLC 0.00% Add +1.4% 1,336 $42K
Clarity Asset Management, Inc. 0.02% Add +0.8% 1,326 $41K
JFS Wealth Advisors, LLC 0.00% No change 1,325 $41K
Vestor Capital, LLC 0.00% Add +201.4% 1,317 $41K
Clearstead Trust, LLC 0.01% Add +144.4% 1,256 $39K
Goodman Advisory Group, LLC 0.01% No change 1,217 $38K
Accordant Advisory Group Inc 0.03% No change 1,182 $37K
Golden State Wealth Management, LLC 0.00% Reduce -9.1% 1,160 $36K
Bruce G. Allen Investments, LLC 0.03% No change 1,156 $36K
American Wealth Advisors, LLC 0.04% — 1,152 $36K
Parkside Financial Bank & Trust 0.00% Add +18.2% 1,064 $33K
Oakworth Capital, Inc. 0.00% No change 1,062 $33K
Valued Wealth Advisors LLC 0.01% No change 1,040 $32K
Fortitude Family Office, LLC 0.01% No change 1,035 $32K
Main Street Group, LTD 0.01% No change 1,003 $31K
MV Capital Management, Inc. 0.00% Reduce -71.8% 1,000 $31K
HHM Wealth Advisors, LLC 0.00% No change 984 $31K
Addison Advisors LLC 0.01% No change 979 $30K
Creekmur Asset Management LLC 0.01% No change 975 $30K
Eastern Bank 0.00% No change 968 $30K
ORG Partners LLC 0.01% Add +13.8% 946 $29K
Ancora Advisors LLC 0.00% Reduce -51.5% 943 $29K
Grove Bank & Trust 0.00% No change 926 $29K
Private Wealth Management Group, LLC 0.01% No change 896 $28K
Bare Financial Services, Inc 0.01% Add +11.4% 890 $28K
West Financial Advisors, LLC 0.00% No change 875 $27K
Pinney & Scofield, Inc. 0.02% No change 873 $27K
Glen Eagle Advisors, LLC 0.00% New 864 $27K
Caldwell Trust Co 0.00% No change 853 $27K
CGC Financial Services, LLC 0.01% No change 850 $26K
Pacific Center for Financial Services 0.01% No change 817 $25K
Root Financial Partners, LLC 0.00% New 805 $25K
Quarry LP 0.01% New 786 $24K
Duncker Streett & Co. Inc. 0.00% No change 762 $24K
Toth Financial Advisory Corp. 0.00% No change 748 $23K
Crews Bank & Trust 0.00% No change 748 $23K
Blue Bell Private Wealth Management, LLC 0.00% No change 746 $23K
First Pacific Financial 0.00% No change 737 $23K
Trust Co. of Toledo NA 0.00% No change 736 $23K
Keener Financial Planning LLC 0.01% No change 722 $22K
Pin Oak Investment Advisors Inc. 0.02% Reduce -29.9% 686 $21K
AllSquare Wealth Management LLC 0.01% No change 684 $21K
Flagship Wealth Advisors, LLC 0.01% No change 643 $20K
Fortis Group Advisors, LLC 0.00% Reduce -91.5% 605 $19K
Webster Bank, N. A. 0.00% No change 605 $19K
Atlantic Union Bankshares Corp 0.00% Add +106.6% 591 $18K
Core Alternative Capital 0.01% Reduce -20.0% 585 $18K
FWL Investment Management, LLC 0.00% Reduce -46.9% 566 $18K
Rosenberg Matthew Hamilton 0.00% No change 564 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 555 $17K
Piscataqua Savings Bank 0.01% Reduce -25.3% 545 $17K
Key Financial Inc 0.00% No change 536 $17K
Harbor Investment Advisory, LLC 0.00% No change 523 $16K
Guerra Advisors Inc 0.01% New 510 $16K
Dagco, Inc. 0.00% No change 497 $15K
Alpine Bank Wealth Management 0.00% No change 496 $15K
Kennebec Savings Bank 0.01% No change 464 $14K
Bangor Savings Bank 0.00% No change 458 $14K
Missouri Trust & Investment Co 0.00% No change 450 $14K
Strengthening Families & Communities, LLC 0.00% Add +0.9% 447 $14K
JPL Wealth Management, LLC 0.00% New 443 $14K
City Holding Co. 0.00% No change 433 $13K
Sunbelt Securities, Inc. 0.00% Add +752.0% 426 $13K
Optiver Holding B.V. 0.00% New 424 $13K
Sound Income Strategies, LLC 0.00% No change 410 $13K
Hemington Wealth Management 0.00% No change 400 $12K
Financial Management Professionals, Inc. 0.00% Add +6.5% 379 $12K
Gen-Wealth Partners Inc 0.00% No change 372 $12K
Asset Dedication, LLC 0.00% No change 372 $12K
Fourth Dimension Wealth, LLC 0.00% No change 364 $11K
Field & Main Bank 0.00% No change 355 $11K
Strategic Investment Solutions, Inc. 0.00% No change 350 $11K
Cornerstone Planning Group LLC 0.00% Add +219.1% 335 $11K
SOA Wealth Advisors, LLC. 0.00% New 336 $10K
Steigerwald, Gordon & Koch Inc. 0.00% New 331 $10K
Washington Trust Advisors, Inc. 0.00% No change 330 $10K
First United Bank & Trust 0.00% No change 327 $10K
Zions Bancorporation, National Association 0.00% Reduce -7.9% 325 $10K
Valley National Advisers Inc. 0.00% No change 348 $10K
Darwin Wealth Management, LLC 0.00% Add +0.9% 319 $10K
Optimum Investment Advisors 0.00% No change 312 $10K
Bell Investment Advisors, Inc 0.00% No change 304 $9K
United Financial Planning Group LLC 0.01% — 299 $9K
Harbor Asset Planning, Inc. 0.01% No change 295 $9K
Country Trust Bank 0.00% No change 289 $9K
Smithfield Trust Co 0.00% No change 298 $9K
Centennial Bank 0.00% No change 285 $9K
Wolff Wiese Magana LLC 0.00% No change 260 $8K
Abich Financial Wealth Management LLC 0.00% — 260 $8K
MPWM Advisory Solutions, LLC 0.00% Add +1.2% 260 $8K
Hoese & Co LLP 0.01% No change 226 $7K
CKW Financial Group 0.00% No change 212 $7K
Caitong International Asset Management Co., Ltd 0.00% Add +2090.0% 219 $7K
FSA Wealth Management LLC 0.00% No change 218 $7K
Nalls Sherbakoff Group, LLC 0.00% No change 180 $6K
Wealth Preservation Advisors, LLC 0.00% Add +8.1% 173 $5K
CVA Family Office, LLC 0.00% No change 169 $5K
CX Institutional 0.00% Add +0.6% 162 $5K
Cape Investment Advisory, Inc. 0.00% Reduce -91.6% 156 $5K
Adirondack Trust Co. 0.00% No change 134 $4K
YANKCOM Partnership 0.00% New 132 $4K
GAMMA Investing LLC 0.00% Add +75.3% 128 $4K
True Wealth Design, LLC 0.00% New 118 $4K
Highline Wealth Partners LLC 0.00% Reduce -5.9% 111 $3K
First Command Advisory Services, Inc. 0.00% New 109 $3K
NBT Bank, N.A. 0.00% Reduce -8.5% 108 $3K
Prestige Wealth Management Group LLC 0.00% No change 100 $3K
Penserra Capital Management LLC 0.00% Reduce -30.0% 105 $3K
Palisade Asset Management, LLC 0.00% New 86 $3K
Raffa Wealth Management, LLC 0.00% Add +121.6% 82 $3K
North Star Investment Management Corp. 0.00% New 81 $3K
Essential Partners LLC 0.00% New 70 $2K
Stephens Consulting, LLC 0.00% No change 68 $2K
Orion Capital Management LLC 0.00% New 65 $2K
Coston, McIsaac & Partners 0.00% No change 79 $2K
GW&K Investment Management, LLC 0.00% Reduce -71.2% 77 $2K
Aventura Private Wealth, LLC 0.00% No change 60 $2K
Winch Advisory Services, LLC 0.00% Add +2.1% 49 $2K
Global Wealth Strategies & Associates 0.00% New 35 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.6% 35 $1K
N.E.W. Advisory Services LLC 0.00% No change 31 $966
Bogart Wealth, LLC 0.00% No change 31 $966
Kilter Group LLC 0.00% Add +76.9% 23 $717
Stone House Investment Management, LLC 0.00% New 22 $685
Financial Gravity Asset Management, Inc. 0.00% — 18 $561

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