Manulife FinancialMFC

13F holders, Q4 2025 (December 31)
768holders +63
93new positions
49sold out
8famous investors
$36.46avg. 13F price*

At the end of Q4 2025, 768 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 63 from Q3 2025. 93 opened new positions and 49 sold out. The largest holders were Royal Bank of Canada ($4.8B), Vanguard Group Inc. ($2.8B) and Bank of Montreal ($2.1B). 8 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions93$183.1M
Exits49$413.1M

All 13F filers, Q3 2025 → Q4 2025: 56,956,478 shares bought and 78,947,700 shares sold, net −21,991,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 768 holders

Royal Bank of Canada 0.85% Reduce -16.5% 132,751,909 $4.8B
Vanguard Group Inc. 0.04% Add +2.1% 78,317,970 $2.8B
Bank of Montreal 0.85% Reduce -0.2% 56,829,108 $2.1B
TD Asset Management Inc 1.12% Add +1.4% 38,181,297 $1.4B
Mackenzie Financial Corp. 1.23% Add +2.6% 28,550,943 $1.0B
1832 Asset Management L.P. 1.32% Add +12.7% 28,578,141 $1.0B
Cibc World Market Inc. 1.64% Add +37.5% 25,240,489 $916.7M
National Bank of Canada 0.82% Reduce -22.3% 21,912,877 $795.0M
Norges Bank 0.08% — 21,403,764 $777.2M
Toronto Dominion Bank 1.37% Add +8.7% 21,147,091 $767.9M
Geode Capital Management, LLC 0.04% Add +6.5% 16,808,765 $623.6M
CIBC Asset Management Inc 1.49% Add +14.6% 16,885,459 $616.5M
Bank of Nova Scotia 0.65% Reduce -10.2% 11,942,962 $433.7M
Legal & General Group Plc 0.09% Reduce -2.3% 11,277,287 $410.0M
Scotia Capital Inc. 1.63% Reduce -2.5% 11,154,123 $404.7M
Beutel, Goodman & Co Ltd. 2.46% Add +7.5% 11,024,527 $400.8M
Canada Pension Plan Investment Board 0.27% Add +74.3% 11,021,043 $400.2M
Morgan Stanley 0.02% Reduce -0.7% 10,175,194 $369.2M
Federation des caisses Desjardins du Quebec 1.39% Add +2.3% 9,990,086 $362.7M
Goldman Sachs Group Inc. 0.05% Add +38.6% 9,401,342 $341.1M
JPMorgan Chase & Co. 0.02% Reduce -15.5% 8,426,508 $305.7M
Dimensional Fund Advisors LP 0.06% Add +8.0% 8,359,193 $303.3M
Connor, Clark & Lunn Investment Management Ltd. 0.72% Reduce -18.9% 7,558,957 $274.5M
Wells Fargo & Company 0.05% Reduce -1.2% 7,206,789 $261.5M
TD Waterhouse Canada Inc. 1.55% Add +0.4% 6,886,799 $249.9M
Cardinal Capital Management, Inc. 5.11% Reduce -4.6% 4,569,808 $227.8M
Man Group plc 0.44% Add +194.9% 6,205,598 $225.6M
Letko, Brosseau & Associates Inc. 3.66% Reduce -1.0% 6,151,217 $223.7M
Massachusetts Financial Services Co. 0.07% Reduce -3.5% 5,690,129 $206.4M
Harding Loevner LP 1.51% Reduce -6.9% 4,727,041 $171.5M
Swiss National Bank 0.10% Reduce -8.6% 4,491,400 $163.4M
Bank of America Corp. 0.01% Reduce -28.2% 4,328,526 $157.0M
Amundi 0.05% Add +9.6% 4,191,967 $154.9M
Agf Management Ltd. 0.66% Reduce -9.7% 3,759,327 $150.8M
Healthcare of Ontario Pension Plan Trust Fund 0.26% Add +931.1% 4,124,519 $149.8M
Janus Henderson Group PLC 0.07% Add +1975.2% 4,045,488 $147.3M
Deutsche Bank AG 0.05% Add +26.7% 4,052,764 $147.0M
UBS Group AG 0.03% Add +10.0% 4,016,230 $145.7M
AustralianSuper Pty Ltd 0.51% Reduce -5.8% 3,010,417 $109.3M
FIL Ltd 0.08% Reduce -46.5% 2,858,765 $103.8M
AQR Capital Management 0.05% Add +3876.9% 2,778,448 $100.9M
Alberta Investment Management Corp 0.67% No change 2,757,900 $100.1M
Mufg Securities (canada), LTD. 2.59% Reduce -8.7% 2,565,602 $93.2M
Bridgewater Associates 0.34% Reduce -14.5% 2,558,071 $93.0M
OMERS ADMINISTRATION Corp 0.65% New 2,500,006 $90.9M
Intact Investment Management Inc. 2.46% Add +55.5% 2,351,965 $85.4M
Caisse de depot et placement du Quebec 0.14% Add +199.7% 2,325,640 $84.6M
Two Sigma Investments, LP 0.12% Reduce -18.6% 2,147,715 $77.9M
Manufacturers Life Insurance Company, The 0.06% Add +1.6% 1,966,790 $71.6M
BlackRock, Inc. 0.00% Reduce -13.6% 1,925,112 $69.8M
Northern Trust Corp. 0.01% Reduce -3.0% 1,906,313 $69.2M
Picton Mahoney Asset Management 0.76% Add +25.8% 1,896,152 $69.0M
Franklin Resources Inc. 0.02% Reduce -4.2% 1,893,333 $68.7M
Quadrature Capital Ltd 0.69% Reduce -56.0% 1,863,300 $67.7M
CANADA LIFE ASSURANCE Co 0.12% Reduce -29.1% 1,819,979 $66.2M
Aviva PLC 0.11% Add +5.6% 1,795,227 $65.2M
Barclays PLC 0.02% Add +82.6% 1,694,987 $61.5M
Invesco Ltd. 0.01% Reduce -3.0% 1,688,059 $61.2M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 1,681,507 $61.0M
Korea Investment CORP 0.12% Reduce -0.9% 1,641,168 $59.7M
Clearbridge Investments, LLC 0.04% Reduce -3.0% 1,534,757 $55.7M
Value Partners Investments Inc. 4.24% Reduce -0.1% 1,518,938 $55.2M
Guardian Capital LP 1.64% Add +69.6% 1,516,983 $55.2M
Russell Investments Group, Ltd. 0.06% Add +28.9% 1,496,659 $54.4M
DekaBank Deutsche Girozentrale 0.09% No change 2,057,848 $53.1M
GMO 0.13% Reduce -38.5% 1,394,526 $50.6M
Neuberger Berman Group LLC 0.04% Add +1.8% 1,387,678 $50.4M
Nuveen, LLC 0.01% Reduce -0.5% 1,364,301 $49.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -3.0% 1,353,117 $49.2M
Van Eck Associates Corp. 0.04% Add +43.0% 1,329,636 $48.4M
Scheer, Rowlett & Associates Investment Management Ltd. 3.24% Reduce -13.5% 1,302,110 $47.3M
Acadian Asset Management LLC 0.08% Add +12.5% 1,287,393 $46.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.25% Reduce -66.9% 1,282,595 $46.6M
Todd Asset Management LLC 0.88% Reduce -10.8% 1,241,208 $45.0M
First Trust Advisors LP 0.03% Reduce -14.0% 1,161,195 $42.1M
Wellington Management Group LLP 0.01% Add +166.7% 1,094,504 $39.8M
American Century Companies Inc. 0.02% Add +8.6% 1,092,188 $39.7M
State of Tennessee, Department of Treasury 0.13% Reduce -8.3% 1,023,048 $39.2M
Addenda Capital Inc. 1.13% Reduce -4.2% 770,657 $38.4M
D. E. Shaw & Co. 0.03% Reduce -67.3% 993,719 $36.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.94% Reduce -19.3% 695,123 $34.6M
Achmea Investment Management B.V. 0.85% Reduce -1.8% 916,359 $33.3M
O'shaughnessy Asset Management, LLC 0.18% Add +3.5% 914,776 $33.2M
Citigroup Inc. 0.02% Reduce -23.5% 884,730 $32.2M
Canerector Inc. 15.37% Reduce -3.1% 630,000 $31.4M
Jones Financial Companies LLLP 0.02% Add +7.9% 857,716 $31.1M
Zurich Insurance Group Ltd 0.20% Add +0.5% 805,289 $29.3M
Bank of Nova Scotia Trust Co. 2.52% Add +0.5% 798,952 $29.0M
Focus Partners Wealth 0.03% Add +4.4% 796,837 $28.9M
Teachers Retirement System of the State of Kentucky 0.20% Reduce -15.5% 753,560 $27.3M
APG Asset Management N.V. 0.08% Reduce -43.3% 871,660 $27.0M
Candriam S.C.A. 0.13% Add +0.6% 716,046 $26.0M
Hillsdale Investment Management Inc. 0.72% Add +96.4% 712,830 $25.9M
Lombard Odier Asset Management (Europe) Ltd 1.91% Add +760.0% 687,972 $25.0M
Pictet Asset Management Holding SA 0.02% Add +1.0% 678,946 $24.7M
Mn Services Vermogensbeheer B.V. 0.15% Add +2.6% 669,056 $24.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.35% — 658,184 $23.9M
Capital World Investors 0.00% Reduce -86.0% 655,000 $23.8M
Raymond James Financial Inc. 0.01% Add +10.5% 644,447 $23.4M
LPL Financial LLC 0.01% Add +2.7% 644,063 $23.4M
Allspring Global Investments Holdings, LLC 0.04% Reduce -1.1% 635,412 $23.0M
BNP Paribas Financial Markets 0.01% Add +17.3% 618,113 $22.4M
Envestnet Asset Management Inc. 0.01% Reduce -15.7% 606,748 $22.0M
Sienna Gestion 1.33% Add +8.6% 604,039 $22.0M
Kepler Cheuvreux (Suisse) SA 1.22% Reduce -19.1% 434,204 $21.6M
State of Wisconsin Investment Board 0.05% New 594,940 $21.6M
Millennium Management 0.02% Reduce -44.7% 591,565 $21.5M
Allianz Asset Management GmbH 0.02% Reduce -11.3% 565,637 $20.6M
Qube Research & Technologies Ltd 0.03% Reduce -18.3% 515,021 $18.7M
Promethos Capital, LLC 5.07% Add +1.2% 512,915 $18.6M
Jefferies Financial Group Inc. 0.15% New 481,400 $17.5M
Point72 Asset Management 0.03% Add +229.1% 471,251 $17.1M
Cardinal Point Capital Management ULC 1.10% Add +2.5% 464,665 $16.9M
Delaney Capital Management Ltd. 2.78% — 460,702 $16.8M
Heathbridge Capital Management Ltd. 6.38% Reduce -1.8% 459,350 $16.7M
Northwest & Ethical Investments L.P. 0.35% Add +4.0% 432,219 $15.7M
Crestwood Advisors Group, LLC 0.25% Reduce -0.5% 416,958 $15.1M
Assetmark, Inc. 0.03% Reduce -33.1% 415,353 $15.1M
Grace & White Inc. 2.70% Reduce -3.9% 412,003 $14.9M
Cidel Asset Management Inc. 1.06% Reduce -15.5% 410,817 $14.9M
Forsta Ap-Fonden 0.09% Reduce -47.0% 405,700 $14.8M
Varma Mutual Pension Insurance Co 0.09% Reduce -3.4% 400,339 $14.6M
FMR LLC 0.00% Add +0.9% 399,499 $14.5M
Renaissance Technologies 0.02% Reduce -2.3% 388,324 $14.1M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +0.9% 385,818 $14.0M
SIG North Trading, ULC 2.40% Reduce -43.8% 378,243 $13.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.12% — 368,697 $13.4M
Ilmarinen Mutual Pension Insurance Co 0.11% No change 365,000 $13.3M
Oddo BHF Asset Management Sas 0.50% Add +28.7% 265,600 $13.2M
Creative Planning 0.01% Add +30.6% 347,450 $12.6M
Jane Street Group, LLC 0.01% Reduce -12.7% 312,077 $11.3M
Intech Investment Management LLC 0.10% Reduce -29.0% 310,843 $11.3M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +3.2% 304,239 $11.0M
Genus Capital Management Inc. 1.26% Add +24.7% 297,950 $10.8M
Commonwealth Equity Services, LLC 0.01% Reduce -2.0% 286,989 $10.4M
USS Investment Management Ltd 0.05% No change 279,167 $10.2M
Voloridge Investment Management, LLC 0.04% New 275,000 $10.0M
Natixis 0.04% Add +13.8% 273,717 $9.9M
Foster & Motley Inc. 0.53% Reduce -11.6% 272,962 $9.9M
Susquehanna Portfolio Strategies, LLC 0.15% No change 272,900 $9.9M
Two Sigma Advisers, LP 0.02% Reduce -70.5% 270,255 $9.8M
Quantinno Capital Management LP 0.02% Add +18.8% 262,601 $9.5M
Susquehanna Fundamental Investments, LLC 0.32% Add +159.9% 262,500 $9.5M
Public Sector Pension Investment Board 0.03% Add +41.1% 256,659 $9.3M
Purpose Unlimited Inc. 0.39% — 230,917 $8.4M
US Bancorp \de 0.01% Reduce -1.8% 226,450 $8.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 163,678 $8.2M
Citadel Advisors 0.01% Reduce -54.7% 220,721 $8.0M
Lorne Steinberg Wealth Management Inc. 1.79% Add +0.4% 214,368 $7.8M
JCIC Asset Management Inc. 2.36% Reduce -1.5% 212,000 $7.7M
Stifel Financial Corp. 0.01% Add +2.9% 207,228 $7.5M
Investment Management Corp of Ontario 0.10% Add +229.5% 206,570 $7.5M
Gold Investment Management Ltd. 2.34% Add +1.4% 201,792 $7.3M
Cetera Investment Advisers 0.01% Reduce -1.6% 199,266 $7.2M
Guardian Partners Inc. 0.57% Add +4.3% 191,751 $7.2M
Utah Retirement Systems 0.07% No change 191,360 $7.0M
Ritholtz Wealth Management 0.12% Reduce -0.1% 184,414 $6.7M
Aviso Financial Inc. 0.25% Add +6.0% 182,977 $6.6M
Maryland State Retirement & Pension System 0.13% Reduce -0.9% 178,820 $6.5M
HighTower Advisors, LLC 0.01% Add +0.9% 178,889 $6.5M
Mariner, LLC 0.01% Reduce -0.3% 177,133 $6.4M
Avanza Fonder AB 0.16% Add +19.7% 127,025 $6.3M
Natixis Advisors, LLC 0.01% Reduce -35.6% 170,697 $6.2M
Alliancebernstein L.P. 0.00% Reduce -2.4% 165,173 $6.0M
Cerity Partners LLC 0.01% Reduce -14.2% 151,788 $5.5M
Vontobel Holding Ltd. 0.02% Reduce -41.5% 149,277 $5.4M
Swiss Life Asset Management Ltd 0.03% Reduce -1.8% 148,558 $5.4M
AEGON ASSET MANAGEMENT UK Plc 0.06% Reduce -7.9% 148,031 $5.4M
Burkett Asset Management Ltd 5.18% — 140,850 $5.1M
Voleon Capital Management LP 0.11% Reduce -16.9% 138,429 $5.0M
Affinity Wealth Management LLC 0.69% Add +2.4% 134,069 $4.9M
Bessemer Group Inc. 0.01% Reduce -10.7% 133,167 $4.8M
Arjuna Capital 1.14% Add +133.3% 128,308 $4.7M
Public Employees Retirement System of Ohio 0.01% Reduce -2.6% 123,867 $4.5M
Kestra Advisory Services, LLC 0.02% Add +9.0% 123,242 $4.5M
Osmosis Investment Management UK Ltd 0.11% — 121,976 $4.4M
Prudential PLC 0.04% Add +7.0% 121,618 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -26.6% 116,192 $4.2M
Trustmark Bank Trust Department 0.27% Add +0.1% 115,993 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.4% 113,378 $4.1M
Corient Private Wealth LP 0.01% Add +1.0% 112,374 $4.1M
Barry Investment Advisors, LLC 0.87% Reduce -10.1% 107,809 $3.9M
Rathbones Group PLC 0.02% Reduce -1.6% 106,850 $3.9M
PCJ Investment Counsel Ltd. 0.96% Add +3.5% 106,961 $3.9M
Caldwell Investment Management Ltd. 2.36% New 105,000 $3.8M
PDT Partners, LLC 0.24% Reduce -35.8% 104,102 $3.8M
Pinnacle Financial Partners, Inc. 0.03% — 103,763 $3.8M
Ninepoint Partners LP 0.45% Reduce -14.0% 103,597 $3.8M
Ashton Thomas Private Wealth, LLC 0.09% Add +1.1% 103,128 $3.7M
Numerai GP LLC 0.45% Reduce -68.4% 103,074 $3.7M
Vanguard Personalized Indexing Management, LLC 0.04% Add +2.1% 101,955 $3.7M
Oppenheimer Asset Management Inc. 0.05% Reduce -5.8% 101,930 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.9% 98,868 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -7.9% 88,646 $3.7M
WCG Wealth Advisors LLC 0.10% Add +105.2% 100,431 $3.6M
Benjamin Edwards Inc. 0.04% Reduce -12.3% 100,284 $3.6M
Spinnaker Trust 0.19% Add +0.2% 99,126 $3.6M
Captrust Financial Advisors 0.01% Add +33.5% 97,869 $3.6M
Argent Trust Co 0.12% Reduce -1.3% 97,385 $3.5M
Kestra Private Wealth Services, LLC 0.04% Add +3.2% 97,342 $3.5M
Cresset Asset Management, LLC 0.01% Reduce -1.9% 96,206 $3.5M
Susquehanna Advisors Group, Inc. 0.13% New 95,700 $3.5M
Waverly Advisors, LLC 0.03% Add +566.9% 93,089 $3.4M
Vise Technologies, Inc. 0.07% Add +10.3% 91,662 $3.3M
Capital Fund Management S.A. 0.03% Add +1.9% 91,259 $3.3M
Janney Montgomery Scott LLC 0.01% Reduce -10.1% 90,792 $3.3M
Harvest Portfolios Group Inc. 0.06% Reduce -2.9% 88,024 $3.2M
Claret Asset Management Corp 0.37% Reduce -1.6% 86,649 $3.1M
Gulf International Bank (UK) Ltd 0.10% No change 85,383 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 84,515 $3.1M
Fifth Third Bancorp 0.01% Reduce -1.8% 82,612 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +8.7% 81,740 $3.0M
OpenArc Corporate Advisory, LLC 0.05% — 79,286 $2.9M
Ensign Peak Advisors, Inc 0.01% No change 78,500 $2.9M
Vestmark Advisory Solutions, Inc. 0.04% Add +833.3% 77,516 $2.8M
Royal London Asset Management Ltd. 0.01% Reduce -5.0% 76,940 $2.8M
Private Advisor Group, LLC 0.01% Add +4.1% 75,090 $2.7M
Callan Family Office, LLC 0.06% Add +30.2% 72,802 $2.6M
Baird Financial Group, Inc. 0.00% Reduce -4.1% 72,593 $2.6M
Integrated Advisors Network LLC 0.12% Add +390.0% 71,685 $2.6M
F/m Investments LLC 0.10% Add +19.9% 71,295 $2.6M
Generali Asset Management SPA SGR 0.05% Add +1092.2% 51,632 $2.6M
Metis Global Partners, LLC 0.06% Reduce -11.8% 70,772 $2.6M
Cwm, LLC 0.01% Reduce -24.4% 70,420 $2.6M
Pathstone Holdings, LLC 0.01% Add +87.2% 70,211 $2.5M
Worldquant Millennium Advisors LLC 0.01% Reduce -52.7% 69,744 $2.5M
DAVENPORT & Co LLC 0.01% Reduce -0.1% 69,502 $2.5M
Assenagon Asset Management S.A. 0.00% Add +5.2% 68,930 $2.5M
Credit Agricole S A 0.01% Add +25.0% 69,093 $2.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -27.8% 67,712 $2.5M
Truist Financial Corp. 0.00% Reduce -8.2% 67,018 $2.4M
&partners 0.01% Add +81.7% 66,468 $2.4M
Erste Asset Management GmbH 0.02% Reduce -4.4% 65,000 $2.4M
XTX Topco Ltd 0.06% Reduce -57.2% 65,494 $2.4M
LMG Wealth Partners, LLC 0.43% Add +0.6% 62,926 $2.3M
DGS Capital Management, LLC 0.37% Reduce -1.4% 59,636 $2.2M
Quadrant Capital Group LLC 0.06% Reduce -2.3% 59,165 $2.1M
Americana Partners, LLC 0.06% Add +0.5% 59,081 $2.1M
HB Wealth Management, LLC 0.01% Add +0.2% 57,128 $2.1M
Principal Financial Group Inc. 0.00% Reduce -7.0% 56,800 $2.1M
Independent Advisor Alliance 0.05% Add +15.2% 56,027 $2.0M
Signaturefd, LLC 0.03% Add +4.1% 55,964 $2.0M
Balyasny Asset Management L.P. 0.00% New 54,957 $2.0M
ASR Vermogensbeheer N.V. 0.02% No change 54,570 $2.0M
Keybank National Association 0.01% Reduce -0.2% 54,448 $2.0M
Atria Investments, Inc 0.02% Reduce -9.8% 53,503 $1.9M
Oppenheimer & Co. Inc. 0.03% Reduce -3.4% 52,668 $1.9M
BayBridge Capital Group, LLC 1.17% Add +0.4% 52,228 $1.9M
Westerkirk Capital Inc. 0.18% Reduce -45.2% 51,550 $1.9M
M&T Bank Corp 0.01% Add +2.0% 51,339 $1.9M
Moors & Cabot, Inc. 0.08% No change 50,754 $1.8M
Vident Advisory, LLC 0.02% Add +0.8% 50,610 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -2.7% 50,402 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.08% Add +6.4% 49,103 $1.8M
Evergreen Capital Management LLC 0.04% Add +91.5% 49,090 $1.8M
Union Bancaire Privee, UBP SA 0.02% No change 6,237 $1.8M
SageView Advisory Group, LLC 0.06% Reduce -4.0% 48,783 $1.8M
Engineers Gate Manager LP 0.02% Reduce -28.6% 48,111 $1.7M
Magnetar Financial LLC 0.02% Reduce -74.7% 47,959 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +5.1% 47,890 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.04% New 47,265 $1.7M
Choreo, LLC 0.02% Reduce -5.8% 46,060 $1.7M
Sanctuary Advisors, LLC 0.01% Add +95.4% 46,121 $1.7M
UniSuper Management Pty Ltd 0.01% Add +13.3% 33,300 $1.7M
Mercer Global Advisors Inc. 0.00% Add +0.1% 45,588 $1.7M
Sterling Capital Management LLC 0.03% Reduce -4.4% 45,455 $1.6M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -0.8% 44,582 $1.6M
Caprock Group, LLC 0.03% Add +2.7% 44,495 $1.6M
Quantbot Technologies LP 0.05% New 43,786 $1.6M
Sageworth Trust Co 0.07% No change 43,048 $1.6M
SG Americas Securities, LLC 0.00% Reduce -46.3% 42,671 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +0.1% 41,915 $1.5M
Redhawk Wealth Advisors, Inc. 0.17% Reduce -7.6% 40,983 $1.5M
Johnson Investment Counsel Inc. 0.01% No change 40,960 $1.5M
Hollencrest Capital Management 0.05% No change 40,786 $1.5M
BCV Asset Management Inc. 0.04% — 29,466 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% No change 40,423 $1.5M
Advisory Resource Group 0.25% Add +0.3% 39,869 $1.4M
AlphaCore Capital LLC 0.03% Reduce -2.3% 39,741 $1.4M
Pacifica Partners Inc. 0.64% Add +0.2% 39,773 $1.4M
Lido Advisors, LLC 0.01% Add +4.7% 41,255 $1.4M
Evolve Private Wealth, LLC 0.08% — 39,256 $1.4M
MML Investors Services, LLC 0.00% Add +1.6% 38,776 $1.4M
Stamos Capital Partners, L.P. 0.22% Reduce -5.1% 38,235 $1.4M
Kovack Advisors, Inc. 0.06% New 37,179 $1.3M
Invst, LLC 0.14% Reduce -2.0% 36,394 $1.3M
Little House Capital LLC 0.33% Reduce -2.7% 36,072 $1.3M
Daymark Wealth Partners, LLC 0.04% No change 34,413 $1.2M
Brown Advisory Inc. 0.00% Add +15.6% 34,379 $1.2M
NorthCoast Asset Management LLC 0.03% Reduce -54.2% 33,137 $1.2M
K.J. Harrison & Partners Inc 0.16% No change 32,483 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +15.0% 32,318 $1.2M
Hoge Financial Services, LLC 0.63% Add +0.9% 31,975 $1.2M
Westco Advisory Services Inc. 0.71% — 31,776 $1.2M
Plato Investment Management Ltd 0.08% Reduce -26.8% 31,428 $1.2M
Nwam LLC 0.06% Reduce -0.0% 30,605 $1.1M
Cigna Investments Inc. 0.16% No change 30,801 $1.1M
Verition Fund Management LLC 0.01% Reduce -15.7% 30,728 $1.1M
Compound Planning, Inc. 0.03% Add +10.9% 30,675 $1.1M
Norden Group LLC 0.11% Reduce -1.4% 30,437 $1.1M
Tacita Capital Inc 0.62% Add +0.1% 29,254 $1.1M
PFG Advisors 0.05% Add +11.1% 29,233 $1.1M
Wealth Architects, LLC 0.09% No change 28,090 $1.0M
Regions Financial Corp. 0.01% Reduce -1.1% 27,719 $1.0M
Midwest Professional Planners, LTD. 0.24% Add +173.5% 27,397 $994K
Sumitomo Life Insurance Co. 0.03% Add +1.2% 27,206 $987K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.2% 27,206 $987K
State of Wyoming 0.11% Add +287.2% 26,830 $976K
Coastline Trust Co 0.09% No change 26,782 $972K
Archer Investment Corp 0.21% No change 25,700 $932K
Lazard Asset Management LLC 0.00% Reduce -26.4% 25,586 $929K
Bleakley Financial Group, LLC 0.02% New 25,585 $928K
Summit Global Investments 0.05% Reduce -61.8% 25,316 $918K
Kingsview Wealth Management, LLC 0.01% Add +60.8% 25,064 $909K
J.W. Cole Advisors, Inc. 0.02% Reduce -9.0% 24,501 $889K
Allianz SE 0.01% Reduce -13.9% 24,265 $884K
Merit Financial Group, LLC 0.01% Add +28.4% 24,224 $879K
NewEdge Advisors, LLC 0.00% Reduce -12.7% 24,213 $878K
Concurrent Investment Advisors, LLC 0.01% Add +61.2% 24,021 $871K
Savant Capital, LLC 0.00% Add +29.7% 23,964 $869K
Park Avenue Securities LLC 0.01% Add +126.0% 23,941 $869K
Dynamic Technology Lab Private Ltd 0.19% Add +149.1% 23,564 $855K
HRT Financial LP 0.00% New 23,513 $853K
Ieq Capital, LLC 0.00% New 23,464 $851K
Rockefeller Capital Management L.P. 0.00% Add +59.8% 23,051 $836K
NewEdge Wealth, LLC 0.01% Add +48.0% 22,908 $831K
World Investment Advisors 0.01% Add +12.8% 22,901 $831K
Legacy Wealth Asset Management, LLC 0.20% Reduce -1.2% 22,687 $823K
Wedbush Securities Inc. 0.02% No change 22,466 $815K
Montag A & Associates Inc. 0.04% Reduce -5.0% 22,393 $812K
TD Private Client Wealth LLC 0.02% Reduce -4.9% 22,336 $810K
Aprio Wealth Management, LLC 0.05% Add +69.0% 22,279 $808K
Savvy Advisors, Inc. 0.03% Add +5.5% 21,923 $795K
Hilltop National Bank 0.19% Reduce -5.3% 21,453 $778K
Brown Brothers Harriman & Co. 0.00% Reduce -6.5% 20,868 $757K
Syon Capital LLC 0.04% Add +2.1% 20,807 $755K
Apollon Wealth Management, LLC 0.01% Reduce -7.2% 20,388 $740K
Eddie Patel Inc 0.55% — 20,307 $737K
Gateway Investment Advisers LLC 0.01% Reduce -0.5% 20,086 $729K
Huntington National Bank 0.01% Reduce -5.9% 20,074 $728K
West Family Investments, Inc. 0.17% No change 19,869 $721K
Burney Co./ 0.02% Reduce -0.2% 19,868 $721K
111 Capital 0.16% Reduce -33.7% 19,692 $715K
Yousif Capital Management, LLC 0.01% Reduce -3.0% 19,366 $708K
TCTC Holdings, LLC 0.02% New 19,259 $699K
Inspire Advisors, LLC 0.06% New 19,207 $697K
AssuredPartners Investment Advisors, LLC 0.10% New 19,179 $696K
One Wealth Advisors, LLC 0.08% Reduce -0.1% 19,157 $695K
Boothe Investment Group, Inc. 0.25% No change 19,076 $692K
Advisors Asset Management, Inc. 0.01% Reduce -34.8% 19,043 $691K
Ferguson Wellman Capital Management, Inc. 0.01% Add +32.1% 19,040 $691K
Expressive Wealth LLC 0.74% — 18,861 $684K
Blair William & Co. 0.00% Reduce -5.8% 18,726 $679K
Thrivent Financial for Lutherans 0.00% Add +3.5% 18,710 $679K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.4% 18,626 $676K
One Capital Management, LLC 0.02% New 18,022 $655K
Glenmede Trust Co. NA 0.00% — 18,012 $653K
Summitry LLC 0.03% Add +12.2% 17,881 $649K
Focus Partners Advisor Solutions, LLC 0.01% Add +29.9% 17,487 $634K
Moss Adams Wealth Advisors LLC 0.04% New 17,128 $621K
Capstone Investment Advisors, LLC 0.01% New 17,032 $618K
Crawford Investment Counsel Inc. 0.01% No change 16,946 $615K
Prudential Financial Inc. 0.00% No change 16,700 $607K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.3% 16,691 $606K
Twinbeech Capital LP 0.04% Add +30.0% 16,650 $604K
Commerce Bank 0.00% No change 16,419 $596K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -4.0% 16,381 $594K
Clifford Swan Investment Counsel LLC 0.02% No change 16,054 $582K
Bridges Investment Management Inc. 0.01% Add +2.0% 16,037 $582K
Principal Securities, Inc. 0.01% Add +2.9% 16,014 $581K
Trek Financial, LLC 0.03% New 15,849 $575K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 15,840 $575K
Moneta Group Investment Advisors LLC 0.00% No change 15,823 $574K
Atlas Capital Advisors Inc. 0.06% — 15,750 $571K
Fayez Sarofim & Co 0.00% No change 15,593 $566K
Baader Bank Aktiengesellschaft 0.05% Add +16.8% 15,443 $562K
Sunpointe, LLC 0.19% No change 15,419 $559K
Measured Wealth Private Client Group, LLC 0.15% Reduce -32.2% 15,405 $559K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.5% 15,300 $555K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 15,238 $553K
Triasima Portfolio Management inc. 0.08% Add +22.8% 15,093 $549K
Heritage Financial Services, LLC 0.05% No change 15,107 $548K
Wealthspire Advisors, LLC 0.00% Reduce -4.2% 15,082 $547K
HBK Sorce Advisory LLC 0.01% Add +19.7% 14,334 $545K
Dixon Mitchell Investment Counsel Inc. 0.02% Reduce -97.7% 14,468 $542K
Strategic Blueprint, LLC 0.03% Reduce -3.3% 14,893 $540K
Tower Research Capital LLC (TRC) 0.01% Reduce -66.3% 14,625 $531K
Checchi Capital Advisers, LLC 0.04% Reduce -1.6% 14,624 $531K
CIBC Private Wealth Group LLC 0.00% Reduce -22.8% 14,478 $525K
EP Wealth Advisors, LLC 0.00% — 14,438 $524K
Beverly Hills Private Wealth, LLC 0.09% Add +1.1% 14,425 $523K
Kathmere Capital Management, LLC 0.04% Add +2.0% 14,421 $523K
Wesbanco Bank Inc. 0.01% Add +18.7% 14,288 $518K
Equitable Holdings, Inc. 0.00% Add +8.6% 13,864 $503K
BNP Paribas 0.01% New 13,505 $492K
Burke & Herbert Bank & Trust Co. 0.13% Add +43.9% 13,286 $482K
Xponance LLC 0.00% New 13,255 $482K
Arax Advisory Partners 0.01% Add +30.3% 13,245 $481K
FineMark National Bank & Trust 0.01% No change 13,236 $480K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.3% 13,180 $478K
Fiera Capital Corp 0.00% Reduce -9.3% 13,113 $477K
HUB Investment Partners, LLC 0.01% Reduce -1.0% 13,120 $476K
RNC Capital Management LLC 0.02% Add +4.2% 13,091 $475K
Forum Financial Management, LP 0.01% No change 13,036 $473K
Sei Investments Co. 0.00% New 12,912 $468K
SG Trading Solutions, LLC 0.11% — 12,897 $468K
Brown, Lisle/Cummings, Inc. 0.11% Reduce -7.1% 12,775 $463K
JMN Financial LLC 0.46% — 12,691 $460K
Wealth Alliance, LLC 0.04% Reduce -0.0% 12,526 $454K
Ascent Group, LLC 0.02% Add +11.4% 12,499 $453K
CoreCap Advisors, LLC 0.02% Add +9.7% 12,468 $452K
Squarepoint Ops LLC 0.00% Reduce -64.4% 12,441 $451K
Crescent Grove Advisors, LLC 0.04% Add +0.7% 12,389 $449K
O'ROURKE & COMPANY, Inc 0.17% Reduce -5.0% 12,306 $446K
Elevated Financial Group LLC 0.15% — 12,182 $442K
Yanni & Associates Investment Advisors, LLC 0.44% — 12,157 $441K
Baron Wealth Management LLC 0.14% No change 12,141 $440K
Websterrogers Financial Advisors, LLC 0.13% No change 12,026 $436K
Allworth Financial LP 0.00% Reduce -1.6% 11,956 $434K
Independent Financial Group, LLC 0.01% New 11,926 $433K
Stephens Inc. 0.01% Add +3.8% 11,919 $432K
Meeder Advisory Services, Inc. 0.02% No change 11,794 $428K
Resources Management Corp. /CT/ 0.06% Reduce -5.6% 11,745 $426K
Bragg Financial Advisors, Inc 0.01% Reduce -3.5% 11,664 $423K
Louisbourg Investments Inc. 0.08% No change 11,565 $421K
PDS Planning, Inc 0.03% Reduce -0.3% 11,526 $418K
Brucke Financial, Inc. 0.23% Reduce -0.5% 11,368 $412K
Shelton Capital Management 0.01% New 11,353 $412K
KMG Fiduciary Partners, LLC 0.03% New 11,221 $407K
Spirepoint Private Client, LLC 0.04% Add +23.2% 11,219 $407K
Peapack Gladstone Financial Corp. 0.01% Reduce -29.1% 11,231 $407K
Legacy Capital Group California, Inc. 0.10% Add +9.2% 11,125 $404K
Knights of Columbus Asset Advisors LLC 0.02% No change 10,981 $398K
Bradley Foster & Sargent Inc. 0.01% Add +1.1% 10,970 $398K
First Nebraska Trust Co 0.04% No change 10,950 $397K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.7% 10,924 $396K
First National Bank & Trust Co. of Newtown 0.07% No change 10,892 $395K
Councilmark Asset Management, LLC 0.22% No change 10,886 $395K
Curi Capital, LLC 0.01% Add +0.5% 10,782 $391K
Ewing Morris & Co. Investment Partners Ltd. 0.17% Add +0.0% 10,544 $388K
Saranac Partners Ltd 0.15% New 5,640 $386K
Farther Finance Advisors, LLC 0.00% Add +15.6% 10,597 $384K
Strategic Investment Advisors / MI 0.03% Reduce -37.4% 10,581 $384K
Cumberland Partners Ltd 0.02% New 10,562 $384K
HighPoint Advisor Group LLC 0.01% Reduce -1.5% 10,429 $378K
Integrated Wealth Concepts LLC 0.00% Reduce -63.4% 10,325 $375K
United Capital Financial Advisors, LLC 0.00% Add +9.4% 10,311 $374K
Haven Private, LLC 0.16% Add +3.4% 10,290 $373K
Lewis Asset Management, LLC 0.15% Add +3.6% 10,111 $367K
EverSource Wealth Advisors, LLC 0.01% Add +1.2% 10,105 $367K
D'Orazio & Associates, Inc. 0.05% No change 9,850 $357K
Fiduciary Wealth Partners, LLC 0.15% No change 9,828 $357K
American National Bank & Trust 0.03% No change 9,429 $342K
Pekin Hardy Strauss, Inc. 0.03% Reduce -2.6% 9,424 $342K
Peregrine Asset Advisers, Inc. 0.10% No change 9,350 $339K
Westwood Holdings Group Inc. 0.00% No change 9,343 $339K
Frank, Rimerman Advisors LLC 0.02% New 9,296 $337K
GF Fund Management Co. LTD. 0.01% No change 9,279 $337K
South Shore Capital Advisors 0.24% — 9,208 $334K
Farmers & Merchants Investments Inc. 0.01% Reduce -3.4% 9,176 $333K
Global Retirement Partners, LLC 0.01% Add +5.1% 9,024 $327K
Gladstone Institutional Advisory LLC 0.01% Reduce -5.0% 8,960 $325K
Wellington-Altus USA Inc. 0.24% — 8,250 $323K
MAI Capital Management 0.00% Add +13.5% 8,889 $323K
Clearstead Advisors, LLC 0.00% Add +208.8% 8,804 $319K
Personal Cfo Solutions, LLC 0.05% Add +0.6% 8,773 $318K
Trust Co of the South 0.05% Add +5.2% 8,764 $318K
Florida Trust Wealth Management Co 0.01% No change 8,753 $318K
Marks Group Wealth Management, Inc 0.03% Reduce -2.5% 8,749 $317K
Blue Trust, Inc. 0.00% Reduce -25.9% 8,742 $317K
Haverford Trust Co 0.00% New 8,703 $316K
Seven Mile Advisory 0.05% Reduce -15.9% 8,595 $312K
Bridgewater Advisors Inc. 0.02% Add +2.4% 8,401 $311K
Fidelis Capital Partners, LLC 0.02% Add +7.7% 8,443 $306K
REAP Financial Group, LLC 0.06% New 8,423 $306K
Faithward Advisors, LLC 0.04% Add +0.1% 8,421 $306K
Greenleaf Trust 0.00% Reduce -2.8% 8,394 $305K
Smartleaf Asset Management LLC 0.01% Add +29.0% 8,299 $303K
D.A. Davidson & Co. 0.00% Reduce -3.3% 8,346 $303K
AE Wealth Management LLC 0.00% Add +18.3% 8,306 $301K
Beacon Pointe Advisors, LLC 0.00% Reduce -7.2% 8,262 $300K
Old National Bancorp 0.01% Reduce -19.8% 8,226 $298K
Flputnam Investment Management Co. 0.00% Add +6.6% 8,208 $298K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 8,112 $294K
Asahi Life Asset Management Co., LTD. 0.16% New 8,078 $294K
OneDigital Investment Advisors LLC 0.00% Add +23.0% 8,087 $293K
Hamilton Wealth, LLC 0.06% Reduce -5.9% 8,016 $291K
Rwa Wealth Partners, LLC 0.00% No change 8,014 $291K
Johnson Financial Group, Inc. 0.01% Reduce -15.8% 8,000 $290K
Cary Street Partners Financial LLC 0.01% New 7,754 $281K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.6% 7,752 $281K
Modern Wealth Management, LLC 0.01% Add +5.9% 7,741 $281K
Danske Bank A/S 0.00% Reduce -10.3% 7,616 $277K
Perigon Wealth Management, LLC 0.00% New 7,555 $274K
Wealthcare Advisory Partners LLC 0.01% Add +3.2% 7,480 $271K
OneAscent Financial Services LLC 0.03% No change 7,475 $271K
Rehmann Capital Advisory Group 0.01% Add +0.2% 7,470 $271K
Alaska Wealth Advisors, LLC 0.03% Reduce -26.0% 7,469 $271K
MidFirst Bank 0.02% — 10,611 $270K
Wealth Quarterback LLC 0.10% Add +0.7% 7,431 $270K
Armstrong Advisory Group, Inc. 0.02% Add +33.2% 7,395 $268K
Stratos Investment Management, LLC 0.01% Add +1.4% 7,393 $268K
J. Safra Sarasin Holding AG 0.00% New 7,346 $267K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 7,349 $267K
Larson Financial Group LLC 0.01% Add +3.1% 7,208 $262K
Crewe Advisors LLC 0.02% No change 7,200 $261K
Sigma Planning Corp 0.01% Reduce -10.1% 7,174 $260K
Bowen Hanes & Co. Inc. 0.01% New 7,160 $260K
Silverlake Wealth Management LLC 0.06% Add +0.4% 7,138 $259K
Ethic Inc. 0.00% Add +3.6% 7,125 $258K
Mitchell & Pahl Private Wealth, LLC 0.11% No change 7,114 $258K
LaFleur & Godfrey LLC 0.03% New 7,106 $258K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.0% 7,093 $257K
QRG Capital Management, Inc. 0.00% New 7,022 $255K
Anchor Investment Management, LLC 0.02% Reduce -0.7% 7,000 $254K
Cyndeo Wealth Partners, LLC 0.01% Add +0.1% 6,986 $253K
Mustard Seed Financial, LLC 0.16% No change 6,940 $252K
Center for Financial Planning, Inc. 0.03% Add +8.2% 6,922 $251K
Sivia Capital Partners, LLC 0.05% Reduce -0.2% 6,890 $250K
Parallel Advisors, LLC 0.00% Add +1.9% 6,887 $250K
Cornerstone Wealth Management, LLC 0.01% Reduce -1.1% 6,883 $250K
FMA Wealth Management, LLC 0.16% Reduce -0.5% 6,867 $249K
Keudell/Morrison Wealth Management 0.05% — 6,851 $249K
C M Bidwell & Associates Ltd. 0.12% No change 6,833 $248K
Lowe Brockenbrough & Co. Inc. 0.01% No change 6,794 $246K
Southland Equity Partners LLC 0.05% Add +0.5% 6,764 $245K
Goelzer Investment Management, Inc. 0.01% No change 6,745 $245K
Cannell & Spears LLC 0.00% New 6,731 $244K
Plante Moran Financial Advisors, LLC 0.02% No change 6,661 $242K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -5.0% 6,637 $241K
Retirement Planning Group, LLC 0.01% New 6,631 $241K
Hunting Hill Global Capital, LLC 0.24% No change 6,600 $240K
Insight 2811, Inc. 0.10% New 6,526 $237K
Verdence Capital Advisors LLC 0.01% No change 6,497 $236K
McHugh Group, LLC 0.13% New 6,400 $232K
GoalVest Advisory LLC 0.04% No change 6,400 $232K
Pure Financial Advisors, LLC 0.00% New 6,390 $232K
Wealthedge Investment Advisors, LLC 0.09% New 6,367 $231K
HFG Advisors, Inc. 0.17% New 6,367 $231K
Bar Harbor Wealth Management 0.01% New 6,340 $230K
Sowell Financial Services LLC 0.01% New 6,270 $227K
Belpointe Asset Management LLC 0.01% New 6,264 $227K
Scientech Research LLC 0.14% New 6,258 $227K
Private Management Group Inc. 0.01% Reduce -6.5% 6,233 $226K
Flagship Harbor Advisors, LLC 0.01% Reduce -62.7% 6,228 $226K
Basecamp Wealth Advisors LLC 0.05% — 6,195 $225K
Susquehanna International Group, LLP 0.00% New 6,175 $224K
Great Valley Advisor Group, Inc. 0.00% New 6,136 $223K
Meadow Creek Wealth Advisors LLC 0.14% New 6,060 $220K
Wayfinding Financial, LLC 0.09% New 6,044 $219K
Neville Rodie & Shaw Inc. 0.02% New 6,036 $219K
Clarius Group, LLC 0.01% New 6,016 $218K
Estabrook Capital Management 0.03% No change 6,000 $218K
Anchor Capital Advisors LLC 0.01% New 6,000 $218K
Clarkston Capital Partners, LLC 0.01% New 5,963 $216K
Rhumbline Advisers 0.00% Add +39.5% 5,962 $216K
Hendershot Investments Inc. 0.03% No change 5,960 $216K
New England Capital Financial Advisors LLC 0.08% Add +0.1% 5,947 $216K
Western Wealth Management, LLC 0.01% New 5,875 $213K
Five Oceans Advisors 0.07% New 5,817 $211K
Second Half Financial Partners, LLC 0.09% New 5,763 $209K
Legacy Financial Advisors, Inc. 0.03% New 5,735 $208K
Tiaa Trust, National Association 0.00% New 5,693 $207K
Thoroughbred Financial Services, LLC 0.01% New 5,686 $206K
Ballentine Partners, LLC 0.00% New 5,677 $206K
Norris Financial Group, LLC 0.07% New 5,674 $206K
Everhart Financial Group, Inc. 0.02% New 5,618 $204K
Versant Capital Management, Inc 0.03% Add +25.2% 5,553 $201K
Tandem Investment Advisors, Inc. 0.01% New 5,551 $201K
Simplicity Wealth,LLC 0.01% New 5,539 $201K
Rossby Financial, LCC 0.06% Reduce -33.7% 5,530 $201K
Rowlandmiller & Partners.adv 0.04% No change 5,063 $184K
Bank of New Hampshire 0.04% No change 5,023 $182K
First Horizon Corp. 0.01% Add +1.6% 4,935 $179K
Private Trust Co. NA 0.02% Reduce -18.8% 4,928 $179K
Cromwell Holdings LLC 0.09% No change 4,768 $173K
Tompkins Financial Corp. 0.01% No change 4,628 $168K
Litman Gregory Wealth Management LLC 0.01% New 4,500 $163K
HM Payson & Co. 0.00% No change 4,308 $156K
St Germain D J Co. Inc. 0.01% No change 3,875 $141K
AdvisorNet Financial, Inc 0.01% Add +0.6% 3,098 $112K
Colonial Trust Advisors 0.01% No change 3,081 $112K
Capital Analysts, LLC 0.00% Add +0.6% 3,010 $109K
LGT Financial Advisors LLC 0.66% Reduce -34.1% 2,955 $107K
Wilmington Savings Fund Society, FSB 0.00% Reduce -25.5% 2,946 $107K
Cullen/Frost Bankers, Inc. 0.00% No change 2,822 $102K
Sachetta, LLC 0.06% Reduce -7.7% 2,791 $101K
SHP Wealth Management 0.01% — 2,749 $100K
IFP Advisors, Inc 0.00% Add +0.5% 2,677 $97K
Entrust Financial LLC 0.07% — 2,543 $92K
UMB Bank, n.a. 0.00% Add +25.2% 2,502 $91K
Hughes Financial Services, LLC 0.01% No change 2,477 $90K
Private Wealth Asset Management, LLC 0.01% Reduce -8.2% 2,470 $90K
Legacy Bridge, LLC 0.04% No change 2,460 $89K
LRI Investments, LLC 0.01% No change 2,403 $87K
GHP Investment Advisors, Inc. 0.00% No change 2,400 $87K
SBI Securities Co., Ltd. 0.00% Add +30.0% 2,394 $87K
Salomon & Ludwin, LLC 0.01% No change 2,347 $86K
Financial Freedom, LLC 0.04% No change 2,318 $84K
Spire Wealth Management 0.00% Add +5.1% 2,296 $83K
Creative Financial Designs Inc. 0.01% Add +0.0% 2,276 $83K
MTM Investment Management, LLC 0.03% Add +0.1% 2,213 $80K
Trust Co. of Vermont 0.00% No change 2,208 $80K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.2% 2,189 $79K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -96.5% 2,189 $79K
RMG Wealth Management LLC 0.01% No change 2,101 $78K
Bfsg, LLC 0.01% Reduce -9.1% 2,140 $78K
Harbour Investments, Inc. 0.00% Reduce -0.5% 2,113 $77K
Indiana Trust & Investment Management Co 0.02% No change 2,078 $75K
Kozak & Associates, Inc. 0.01% No change 2,000 $75K
Dorato Capital Management 0.06% — 2,000 $75K
Colonial Trust Co / SC 0.01% Reduce -49.0% 2,053 $74K
Murphy & Mullick Capital Management Corp 0.05% No change 2,014 $73K
MCF Advisors LLC 0.00% No change 2,000 $73K
CENTRAL TRUST Co 0.00% Reduce -44.7% 1,928 $70K
Estate Planners Group, LLC 0.03% — 1,894 $69K
Caldwell Sutter Capital, Inc. 0.03% No change 1,894 $69K
Nemes Rush Group LLC 0.01% Add +5.8% 1,839 $67K
WealthCollab, LLC 0.03% No change 1,833 $67K
Geneos Wealth Management Inc. 0.00% No change 1,819 $66K
V-Square Quantitative Management LLC 0.01% New 1,305 $65K
Ancora Advisors LLC 0.00% Add +90.1% 1,793 $65K
Financial Perspectives, Inc 0.02% No change 1,766 $64K
Cape Investment Advisory, Inc. 0.02% Add +1134.0% 1,925 $63K
Group One Trading LLC 0.00% New 1,676 $61K
PFS Partners, LLC 0.03% No change 1,648 $60K
Triumph Capital Management 0.01% New 1,643 $60K
LOM Asset Management Ltd 0.02% New 1,190 $59K
Pinnacle Bancorp, Inc. 0.02% No change 1,632 $59K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,632 $59K
Graney & King, LLC 0.03% Add +0.1% 1,622 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +0.8% 1,571 $57K
Lanark Financial, Inc. 0.00% No change 1,553 $56K
Barrett & Company, Inc. 0.02% No change 1,535 $56K
Walleye Trading LLC 0.00% New 1,486 $54K
Physician Wealth Advisors, Inc. 0.01% No change 1,446 $52K
Millstone Evans Group, LLC 0.03% No change 1,420 $52K
NFSG Corp 0.01% New 1,410 $51K
Navalign, LLC 0.01% New 1,388 $50K
Trust Co 0.00% New 1,373 $50K
William B. Walkup & Associates, Inc. 0.03% No change 1,368 $50K
Clarity Asset Management, Inc. 0.03% Add +0.8% 1,336 $48K
JFS Wealth Advisors, LLC 0.00% No change 1,325 $48K
Vestor Capital, LLC 0.00% Reduce -68.8% 411 $48K
Cary Street Partners Investment Advisory LLC 0.01% New 1,288 $47K
Manchester Capital Management LLC 0.01% New 1,270 $46K
Ossiam 0.00% New 1,267 $46K
Addison Advisors LLC 0.01% Add +21.3% 1,187 $43K
Accordant Advisory Group Inc 0.03% No change 1,182 $43K
Golden State Wealth Management, LLC 0.00% No change 1,160 $42K
Bruce G. Allen Investments, LLC 0.03% No change 1,156 $42K
American Wealth Advisors, LLC 0.04% No change 1,152 $42K
Parkside Financial Bank & Trust 0.00% No change 1,064 $39K
Oakworth Capital, Inc. 0.00% No change 1,062 $39K
Valued Wealth Advisors LLC 0.02% No change 1,040 $38K
Fortitude Family Office, LLC 0.01% No change 1,035 $38K
Steigerwald, Gordon & Koch Inc. 0.00% Add +208.8% 1,022 $37K
CX Institutional 0.00% Add +525.9% 1,014 $37K
MV Capital Management, Inc. 0.00% Add +1.6% 1,016 $37K
McGuire Capital Advisors Inc. 0.02% — 985 $36K
HHM Wealth Advisors, LLC 0.00% No change 984 $36K
Eastern Bank 0.00% No change 968 $35K
Wolff Wiese Magana LLC 0.02% Add +269.2% 960 $35K
ORG Partners LLC 0.01% No change 946 $34K
Blueline Advisors LLC 0.03% — 938 $34K
Grove Bank & Trust 0.00% No change 926 $34K
Private Wealth Management Group, LLC 0.01% No change 896 $33K
Bare Financial Services, Inc 0.01% No change 890 $32K
West Financial Advisors, LLC 0.01% No change 875 $32K
Caldwell Trust Co 0.00% No change 853 $31K
CGC Financial Services, LLC 0.01% No change 850 $31K
Heritage Wealth Advisors 0.00% New 838 $30K
Root Financial Partners, LLC 0.00% Add +1.9% 820 $30K
Pinney & Scofield, Inc. 0.02% Reduce -7.2% 810 $29K
Sfam, LLC 0.03% — 775 $28K
Hantz Financial Services, Inc. 0.00% New 766 $28K
Duncker Streett & Co. Inc. 0.00% No change 762 $28K
Core Alternative Capital 0.01% Add +27.9% 748 $27K
Crews Bank & Trust 0.00% No change 748 $27K
Blue Bell Private Wealth Management, LLC 0.00% No change 746 $27K
Clearstead Trust, LLC 0.00% Reduce -40.9% 742 $27K
First Pacific Financial 0.00% No change 737 $27K
Pin Oak Investment Advisors Inc. 0.02% No change 686 $26K
Pacific Center for Financial Services 0.01% No change 817 $25K
Basepoint Wealth LLC 0.02% New 684 $25K
Toth Financial Advisory Corp. 0.00% Reduce -9.4% 678 $25K
Sound Income Strategies, LLC 0.00% Add +52.4% 625 $23K
Flagship Wealth Advisors, LLC 0.01% No change 643 $23K
Tobam 0.01% New 447 $22K
Fortis Group Advisors, LLC 0.00% No change 605 $22K
Webster Bank, N. A. 0.00% No change 605 $22K
Rosenberg Matthew Hamilton 0.00% No change 564 $20K
Smallwood Wealth Investment Management, LLC 0.01% No change 555 $20K
Piscataqua Savings Bank 0.01% No change 545 $20K
Key Financial Inc 0.00% No change 536 $19K
Harbor Investment Advisory, LLC 0.00% No change 523 $19K
MidAtlantic Capital Management, Inc. 0.01% New 500 $18K
Trust Co. of Toledo NA 0.00% Reduce -32.1% 500 $18K
Dagco, Inc. 0.00% No change 497 $18K
Bell Investment Advisors, Inc 0.00% Add +63.2% 496 $18K
Cornerstone Planning Group LLC 0.00% Add +37.9% 462 $17K
Kennebec Savings Bank 0.01% No change 464 $17K
Zions Bancorporation, National Association 0.00% Add +42.5% 463 $17K
Bangor Savings Bank 0.00% No change 458 $17K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 450 $16K
Missouri Trust & Investment Co 0.00% No change 450 $16K
City Holding Co. 0.00% No change 433 $16K
Vision Retirement, LLC 0.00% — 432 $16K
Sunbelt Securities, Inc. 0.00% No change 426 $15K
Fourth Dimension Wealth, LLC 0.01% Add +12.6% 410 $15K
Swiss Re Ltd. 0.00% — 408 $15K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 386 $15K
Optima Capital LLC 0.01% New 400 $15K
Union Savings Bank 0.01% — 390 $14K
Financial Management Professionals, Inc. 0.00% No change 379 $14K
Asset Dedication, LLC 0.00% No change 372 $13K
Gen-Wealth Partners Inc 0.00% No change 372 $13K
Strategic Investment Solutions, Inc. 0.00% No change 350 $13K
SOA Wealth Advisors, LLC. 0.00% No change 336 $12K
Valley National Advisers Inc. 0.00% No change 348 $12K
Washington Trust Advisors, Inc. 0.00% No change 330 $12K
First United Bank & Trust 0.00% No change 327 $12K
Darwin Wealth Management, LLC 0.00% Add +0.6% 321 $12K
Smithfield Trust Co 0.00% No change 298 $11K
United Financial Planning Group LLC 0.01% No change 299 $11K
Highline Wealth Partners LLC 0.00% Add +166.7% 296 $11K
Harbor Asset Planning, Inc. 0.01% No change 295 $11K
Country Trust Bank 0.00% No change 289 $10K
Centennial Bank 0.00% No change 285 $10K
Leonteq Securities AG 0.00% Reduce -88.0% 251 $9K
DV Trading LLC 0.00% — 200 $7K
Raffa Wealth Management, LLC 0.00% Add +132.9% 191 $7K
Nalls Sherbakoff Group, LLC 0.00% No change 180 $7K
Wealth Preservation Advisors, LLC 0.00% No change 173 $6K
CVA Family Office, LLC 0.00% No change 169 $6K
CoreFirst Bank & Trust 0.00% New 160 $6K
Atlantic Union Bankshares Corp 0.00% Reduce -75.8% 143 $5K
True Wealth Design, LLC 0.00% Add +20.3% 142 $5K
Motiv8 Investments LLC 0.00% New 125 $5K
Adirondack Trust Co. 0.00% No change 134 $5K
YANKCOM Partnership 0.00% No change 132 $5K
GAMMA Investing LLC 0.00% No change 128 $5K
Cornerstone Financial Management LLC 0.00% — 121 $4K
Kilter Group LLC 0.00% Add +408.7% 117 $4K
Gilpin Wealth Management, LLC 0.00% — 115 $4K
Nisa Investment Advisors, LLC 0.00% New 112 $4K
CKW Financial Group 0.00% Reduce -44.3% 118 $4K
NBT Bank, N.A. 0.00% No change 108 $4K
Prestige Wealth Management Group LLC 0.00% No change 100 $4K
GW&K Investment Management, LLC 0.00% Reduce -2.6% 75 $3K
Penserra Capital Management LLC 0.00% Reduce -2.9% 102 $3K
North Star Investment Management Corp. 0.00% No change 81 $3K
SJS Investment Consulting Inc. 0.00% New 78 $3K
Quarry LP 0.00% Reduce -90.6% 74 $3K
Essential Partners LLC 0.00% No change 70 $3K
Stephens Consulting, LLC 0.00% No change 68 $2K
Aventura Private Wealth, LLC 0.00% No change 60 $2K
Coston, McIsaac & Partners 0.00% No change 79 $2K
Winch Advisory Services, LLC 0.00% No change 49 $2K
Quent Capital, LLC 0.00% New 40 $1K
Stone House Investment Management, LLC 0.00% Add +77.3% 39 $1K
Godfrey Financial Associates, Inc. 0.00% — 38 $1K
N.E.W. Advisory Services LLC 0.00% No change 31 $1K
Bogart Wealth, LLC 0.00% No change 31 $1K
Harvest Fund Management Co., Ltd 0.00% No change 35 $1K
Essential Investment Partners LLC 0.00% — 10 $363
Financial Consulate, Inc. 0.00% New 8 $291
Financial Gravity Asset Management, Inc. 0.00% Reduce -94.4% 1 $36

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