Manulife FinancialMFC
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $117.8M |
| Exits | 75 | $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.