Manulife FinancialMFC

13F holders, Q1 2026 (March 31)
773holders +5
61new positions
59sold out
10famous investors
$34.54avg. 13F price*

At the end of Q1 2026, 773 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 5 from Q4 2025. 61 opened new positions and 59 sold out. The largest holders were Royal Bank of Canada ($3.8B), Bank of Montreal ($2.0B) and Vanguard Capital Management LLC ($1.7B). 10 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions61$19.3M
Exits59$135.2M

All 13F filers, Q4 2025 → Q1 2026: 47,962,363 shares bought and 66,341,469 shares sold, net −18,379,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 773 holders

Royal Bank of Canada 0.72% Reduce -16.4% 110,979,590 $3.8B
Bank of Montreal 0.82% Add +0.8% 57,296,687 $2.0B
Vanguard Capital Management LLC 0.04% — 48,056,110 $1.7B
TD Asset Management Inc 1.14% Add +6.7% 40,746,302 $1.4B
Mackenzie Financial Corp. 1.24% Add +4.7% 29,894,048 $1.0B
1832 Asset Management L.P. 1.29% Reduce -1.1% 28,248,714 $972.9M
National Bank of Canada 0.92% Add +19.4% 26,160,388 $899.7M
Toronto Dominion Bank 1.37% Reduce -3.0% 20,515,970 $706.9M
Geode Capital Management, LLC 0.04% Add +4.4% 17,545,184 $623.2M
TD Waterhouse Canada Inc. 1.72% Add +142.1% 16,675,574 $580.5M
Cibc World Market Inc. 1.02% Reduce -33.4% 16,811,222 $579.0M
Vanguard Fiduciary Trust Co. 0.13% — 14,772,184 $508.9M
CIBC Asset Management Inc 1.19% Reduce -16.4% 14,114,546 $487.7M
Canada Pension Plan Investment Board 0.29% Add +17.9% 12,990,620 $447.6M
Vanguard Global Advisers, LLC 0.22% — 11,920,832 $410.6M
Healthcare of Ontario Pension Plan Trust Fund 0.67% Add +183.7% 11,702,230 $403.0M
Bank of Nova Scotia 0.69% Reduce -4.8% 11,370,691 $391.6M
Legal & General Group Plc 0.09% Add +0.9% 11,376,566 $390.6M
Scotia Capital Inc. 1.53% Reduce -2.5% 10,873,355 $373.2M
Morgan Stanley 0.02% Add +2.5% 10,429,680 $359.2M
JPMorgan Chase & Co. 0.02% Add +22.8% 10,350,002 $348.3M
Beutel, Goodman & Co Ltd. 2.36% Reduce -8.2% 10,117,802 $347.4M
Federation des caisses Desjardins du Quebec 1.13% Reduce -8.3% 9,161,534 $313.5M
Dimensional Fund Advisors LP 0.06% Reduce -1.2% 8,257,487 $284.4M
Wells Fargo & Company 0.05% Reduce -2.0% 7,060,548 $243.2M
Massachusetts Financial Services Co. 0.07% Add +1.2% 5,759,073 $219.1M
Connor, Clark & Lunn Investment Management Ltd. 0.49% Reduce -18.9% 6,133,150 $211.3M
Letko, Brosseau & Associates Inc. 3.34% Reduce -1.8% 6,038,452 $207.3M
Man Group plc 0.41% Reduce -8.8% 5,658,350 $194.3M
Swiss National Bank 0.11% Add +25.7% 5,645,600 $194.2M
Goldman Sachs Group Inc. 0.02% Reduce -50.1% 4,687,316 $161.4M
Cardinal Capital Management, Inc. 4.33% Add +2.3% 4,675,188 $160.5M
Harding Loevner LP 1.59% Reduce -5.2% 4,479,701 $154.4M
Caisse de depot et placement du Quebec 0.25% Add +93.0% 4,487,458 $154.1M
Amundi 0.04% Reduce -7.7% 3,870,403 $136.1M
Agf Management Ltd. 0.60% Reduce -8.3% 3,446,160 $132.9M
Bank of America Corp. 0.01% Reduce -12.8% 3,772,871 $129.9M
AustralianSuper Pty Ltd 0.67% Add +24.7% 3,754,341 $129.4M
Deutsche Bank AG 0.04% Reduce -14.5% 3,466,430 $119.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% — 3,394,634 $116.9M
AQR Capital Management 0.04% Reduce -0.4% 2,766,364 $94.3M
UBS Group AG 0.02% Reduce -36.4% 2,552,877 $87.9M
Invesco Ltd. 0.01% Add +50.7% 2,543,550 $87.6M
Mufg Securities (canada), LTD. 2.46% Reduce -3.1% 2,487,122 $85.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.51% Add +93.4% 2,480,713 $85.5M
Intact Investment Management Inc. 2.42% Add +4.9% 2,467,191 $85.0M
Quadrature Capital Ltd 0.97% Add +27.4% 2,373,200 $81.5M
Alberta Investment Management Corp 0.55% Reduce -15.8% 2,323,084 $80.0M
BlackRock, Inc. 0.00% Add +11.0% 2,137,641 $73.6M
Bridgewater Associates 0.32% Reduce -17.4% 2,113,648 $72.6M
DekaBank Deutsche Girozentrale 0.12% No change 2,057,848 $72.0M
Manufacturers Life Insurance Company, The 0.06% Add +5.0% 2,065,147 $71.1M
Northern Trust Corp. 0.01% Reduce -0.1% 1,903,648 $65.6M
FIL Ltd 0.05% Reduce -34.1% 1,884,698 $64.9M
Russell Investments Group, Ltd. 0.07% Add +25.8% 1,882,609 $64.5M
Hillsdale Investment Management Inc. 1.75% Add +161.9% 1,866,622 $64.3M
Aviva PLC 0.11% Add +3.0% 1,848,199 $63.5M
Van Eck Associates Corp. 0.05% Add +37.7% 1,830,796 $63.0M
CANADA LIFE ASSURANCE Co 0.11% Add +0.4% 1,827,380 $62.8M
Korea Investment CORP 0.13% Add +10.3% 1,809,717 $62.1M
Bank of New York Mellon Corp 0.01% Add +4.5% 1,756,926 $60.5M
Franklin Resources Inc. 0.01% Reduce -9.3% 1,716,532 $59.1M
Two Sigma Investments, LP 0.05% Reduce -21.5% 1,686,870 $58.1M
Clearbridge Investments, LLC 0.05% Add +0.3% 1,538,713 $53.0M
Value Partners Investments Inc. 3.98% Reduce 0.0% 1,518,899 $52.2M
Guardian Capital LP 1.33% Reduce -3.4% 1,465,476 $50.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +2.0% 1,379,725 $47.4M
GMO 0.12% Reduce -1.6% 1,371,676 $47.2M
Nuveen, LLC 0.01% Reduce -0.6% 1,355,879 $46.6M
Neuberger Berman Group LLC 0.04% Reduce -1.8% 1,362,884 $46.1M
Todd Asset Management LLC 0.84% Add +0.9% 1,252,508 $43.1M
First Trust Advisors LP 0.03% Add +1.3% 1,175,854 $40.5M
Renaissance Technologies 0.06% Add +189.8% 1,125,424 $38.8M
Canerector Inc. 18.16% Add +27.0% 800,000 $38.3M
American Century Companies Inc. 0.02% Add +0.4% 1,096,834 $37.8M
Scheer, Rowlett & Associates Investment Management Ltd. 2.71% Reduce -15.9% 1,094,428 $37.7M
Addenda Capital Inc. 1.03% Reduce -0.8% 764,467 $36.6M
Public Sector Pension Investment Board 0.11% Add +312.6% 1,058,887 $36.5M
Picton Mahoney Asset Management 0.38% Reduce -44.2% 1,058,547 $36.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +517.3% 1,010,344 $34.8M
SEB Asset Management AB 0.14% — 976,488 $33.5M
Jones Financial Companies LLLP 0.02% Add +14.8% 985,085 $33.1M
Barclays PLC 0.01% Reduce -43.3% 961,748 $33.1M
State of Tennessee, Department of Treasury 0.11% Reduce -6.1% 960,491 $33.0M
Achmea Investment Management B.V. 0.82% Reduce -0.7% 910,146 $31.3M
Wellington Management Group LLP 0.01% Reduce -16.9% 909,682 $31.2M
Vanguard Investments Australia, Ltd. 0.08% — 835,325 $28.8M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.43% Add +26.6% 833,547 $28.6M
Bank of Nova Scotia Trust Co. 2.42% Add +2.3% 817,126 $28.1M
Focus Partners Wealth 0.03% Add +2.4% 815,597 $28.1M
Teachers Retirement System of the State of Kentucky 0.20% No change 753,560 $26.0M
Millennium Management 0.02% Add +27.5% 754,016 $25.9M
APG Asset Management N.V. 0.08% Reduce -1.4% 859,620 $25.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.57% Reduce -0.9% 688,793 $24.1M
Allspring Global Investments Holdings, LLC 0.04% Add +8.2% 687,432 $23.9M
Envestnet Asset Management Inc. 0.01% Add +14.3% 693,345 $23.9M
Raymond James Financial Inc. 0.01% Add +3.7% 668,272 $23.0M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -1.4% 659,556 $22.6M
Pictet Asset Management Holding SA 0.02% Reduce -3.7% 654,036 $22.5M
Citigroup Inc. 0.01% Reduce -26.9% 646,834 $22.2M
OMERS ADMINISTRATION Corp 0.14% Reduce -74.5% 637,706 $21.9M
Purpose Unlimited Inc. 0.88% Add +166.1% 614,406 $21.1M
LPL Financial LLC 0.01% Reduce -5.2% 610,647 $21.0M
Sienna Gestion 1.34% No change 604,039 $20.5M
BNP Paribas Financial Markets 0.01% Reduce -5.5% 584,081 $20.1M
Crestwood Advisors Group, LLC 0.34% Add +39.2% 580,272 $20.0M
Candriam S.C.A. 0.10% Reduce -20.3% 570,607 $19.6M
Lazard Asset Management LLC 0.03% Add +2001.4% 537,669 $18.5M
Lombard Odier Asset Management (Europe) Ltd 1.51% Reduce -22.2% 535,006 $18.4M
State of Wisconsin Investment Board 0.04% Reduce -11.1% 529,140 $18.2M
Promethos Capital, LLC 4.76% Add +0.2% 514,005 $17.7M
Creative Planning 0.01% Add +47.8% 513,474 $17.7M
Kepler Cheuvreux (Suisse) SA 1.15% Reduce -16.7% 361,673 $17.3M
Citadel Advisors 0.01% Add +116.7% 478,356 $16.5M
Allianz Asset Management GmbH 0.02% Reduce -15.8% 476,562 $16.4M
Cardinal Point Capital Management ULC 0.99% Add +1.4% 471,351 $16.2M
SIG North Trading, ULC 3.23% Add +23.7% 467,903 $16.1M
Delaney Capital Management Ltd. 2.57% Add +1.1% 465,948 $16.0M
Heathbridge Capital Management Ltd. 5.70% Reduce -0.6% 456,500 $15.7M
O'shaughnessy Asset Management, LLC 0.08% Reduce -51.7% 441,493 $15.2M
Jane Street Group, LLC 0.02% Add +40.0% 436,793 $15.0M
Assetmark, Inc. 0.03% Add +2.4% 425,116 $14.6M
Northwest & Ethical Investments L.P. 0.33% Reduce -3.1% 418,622 $14.4M
D. E. Shaw & Co. 0.01% Reduce -57.9% 418,347 $14.4M
Cidel Asset Management Inc. 0.78% Add +1.3% 416,206 $14.3M
Grace & White Inc. 2.53% Reduce -0.5% 410,003 $14.1M
FMR LLC 0.00% Add +1.7% 406,169 $14.0M
Varma Mutual Pension Insurance Co 0.08% No change 400,339 $13.7M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +1.4% 391,082 $13.4M
Oddo BHF Asset Management Sas 0.53% Add +4.3% 276,900 $13.3M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 365,000 $12.6M
Quantinno Capital Management LP 0.02% Add +37.7% 361,523 $12.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.12% Reduce -2.3% 360,133 $12.4M
Crossmark Global Holdings, Inc. 0.17% Add +395.2% 335,310 $11.5M
Susquehanna Fundamental Investments, LLC 0.38% Add +12.0% 294,100 $10.1M
USS Investment Management Ltd 0.04% No change 279,167 $9.6M
Foster & Motley Inc. 0.48% Reduce -1.7% 268,438 $9.2M
Stifel Financial Corp. 0.01% Add +25.6% 260,321 $9.0M
Intech Investment Management LLC 0.09% Reduce -17.2% 257,359 $8.8M
Investment Management Corp of Ontario 0.11% Add +15.6% 238,770 $8.2M
Point72 Asset Management 0.01% Reduce -50.4% 233,618 $8.0M
Genus Capital Management Inc. 0.91% Reduce -22.1% 232,240 $8.0M
Natixis 0.03% Reduce -20.0% 219,069 $7.5M
Lorne Steinberg Wealth Management Inc. 1.77% Add +1.3% 217,164 $7.5M
US Bancorp \de 0.01% Reduce -4.5% 216,214 $7.4M
JCIC Asset Management Inc. 2.26% Add +1.4% 215,019 $7.4M
Cetera Investment Advisers 0.01% Add +5.9% 211,074 $7.3M
Gold Investment Management Ltd. 2.19% Add +1.8% 205,413 $7.1M
Janus Henderson Group PLC 0.00% Reduce -95.0% 201,041 $6.9M
Guardian Partners Inc. 0.57% Add +2.5% 196,504 $6.8M
Ritholtz Wealth Management 0.12% Add +5.4% 194,430 $6.7M
HighTower Advisors, LLC 0.01% Add +7.7% 192,595 $6.6M
Maryland State Retirement & Pension System 0.13% Add +6.3% 190,135 $6.6M
Mariner, LLC 0.01% Add +6.7% 188,908 $6.5M
Ameriprise Financial Inc. 0.00% Add +71.7% 152,190 $6.5M
Swiss Life Asset Management Ltd 0.03% Add +26.8% 188,291 $6.5M
Utah Retirement Systems 0.06% Reduce -3.9% 183,873 $6.3M
Natixis Advisors, LLC 0.01% Add +6.6% 181,952 $6.3M
Avanza Fonder AB 0.17% No change 127,025 $6.1M
Alliancebernstein L.P. 0.00% Add +0.2% 165,515 $6.0M
Aviso Financial Inc. 0.21% Reduce -8.1% 168,199 $5.8M
Triasima Portfolio Management inc. 0.87% Add +1015.3% 168,329 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -44.5% 159,241 $5.5M
Cerity Partners LLC 0.01% Add +2.6% 155,759 $5.4M
Burkett Asset Management Ltd 4.84% Add +1.4% 142,830 $4.9M
Affinity Wealth Management LLC 0.71% Add +2.1% 136,863 $4.7M
Public Employees Retirement System of Ohio 0.02% Add +10.2% 136,509 $4.7M
Vontobel Holding Ltd. 0.02% Reduce -9.6% 134,905 $4.6M
Bessemer Group Inc. 0.01% Add +1.0% 134,475 $4.6M
Kestra Advisory Services, LLC 0.02% Add +8.4% 133,583 $4.6M
Voleon Capital Management LP 0.10% Reduce -3.7% 133,291 $4.6M
Osaic Holdings, Inc. 0.01% Add +12.8% 131,076 $4.5M
Arjuna Capital 1.14% Add +1.5% 130,216 $4.5M
Gulf International Bank (UK) Ltd 0.10% Add +51.1% 129,058 $4.4M
Thrivent Financial for Lutherans 0.01% Add +576.3% 126,534 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.5% 125,305 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +44.2% 121,900 $4.2M
Osmosis Investment Management UK Ltd 0.11% Reduce -0.8% 121,046 $4.2M
BNP Paribas 0.13% Add +781.5% 119,045 $4.1M
Trustmark Bank Trust Department 0.26% Add +2.8% 119,254 $4.1M
Campbell & CO Investment Adviser LLC 0.23% New 118,086 $4.1M
Ashton Thomas Private Wealth, LLC 0.09% Add +8.2% 111,564 $3.8M
Vident Advisory, LLC 0.03% Add +116.3% 109,465 $3.8M
Harvest Portfolios Group Inc. 0.06% Add +22.1% 107,492 $3.7M
Rathbones Group PLC 0.01% Add +0.9% 107,799 $3.7M
Pinnacle Financial Partners, Inc. 0.03% Add +0.8% 104,571 $3.6M
Corient Private Wealth LP 0.01% Reduce -8.0% 103,415 $3.5M
Barometer Capital Management Inc. 1.21% New 73,700 $3.5M
Kestra Private Wealth Services, LLC 0.04% Add +5.2% 102,389 $3.5M
Prudential PLC 0.03% Reduce -15.8% 102,343 $3.5M
PCJ Investment Counsel Ltd. 0.99% Reduce -5.8% 100,761 $3.5M
Benjamin Edwards Inc. 0.03% Reduce -0.2% 100,123 $3.4M
WCG Wealth Advisors LLC 0.10% Reduce -0.5% 99,919 $3.4M
BCV Asset Management Inc. 0.12% Add +241.0% 100,477 $3.4M
Oppenheimer Asset Management Inc. 0.04% Reduce -2.5% 99,375 $3.4M
Spinnaker Trust 0.19% Reduce -0.8% 98,279 $3.4M
AEGON ASSET MANAGEMENT UK Plc 0.04% Reduce -33.9% 97,900 $3.3M
Vise Technologies, Inc. 0.07% No change 91,662 $3.3M
Susquehanna Advisors Group, Inc. 0.22% No change 95,700 $3.3M
Waverly Advisors, LLC 0.02% Add +0.4% 93,498 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -8.9% 92,838 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -1.9% 89,112 $3.1M
&partners 0.01% Add +32.6% 88,132 $3.0M
Cresset Asset Management, LLC 0.01% Reduce -8.8% 87,708 $3.0M
Generali Asset Management SPA SGR 0.06% Add +21.1% 62,523 $3.0M
Claret Asset Management Corp 0.36% Reduce -0.3% 86,392 $3.0M
Qube Research & Technologies Ltd 0.00% Reduce -83.5% 85,074 $2.9M
Fifth Third Bancorp 0.01% Reduce -2.9% 80,232 $2.8M
OpenArc Corporate Advisory, LLC 0.04% Add +0.2% 79,411 $2.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -3.1% 79,197 $2.7M
Private Advisor Group, LLC 0.01% Add +4.3% 78,323 $2.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -22.1% 77,068 $2.7M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -0.6% 77,052 $2.7M
Baird Financial Group, Inc. 0.00% Add +5.3% 76,421 $2.6M
Credit Agricole S A 0.01% Add +10.6% 76,391 $2.6M
Pathstone Holdings, LLC 0.01% Add +8.0% 75,835 $2.6M
Walleye Trading LLC 0.05% Add +4828.9% 73,243 $2.5M
Callan Family Office, LLC 0.06% No change 72,802 $2.5M
Royal London Asset Management Ltd. 0.01% Reduce -7.8% 70,905 $2.4M
Numerai GP LLC 0.24% Reduce -31.3% 70,865 $2.4M
Argent Trust Co 0.08% Reduce -27.8% 70,362 $2.4M
Assenagon Asset Management S.A. 0.00% Add +2.0% 70,329 $2.4M
DAVENPORT & Co LLC 0.01% Add +0.7% 69,982 $2.4M
LMG Wealth Partners, LLC 0.42% Add +5.7% 66,530 $2.3M
Metis Global Partners, LLC 0.06% Reduce -6.0% 66,537 $2.3M
Ensign Peak Advisors, Inc 0.00% Reduce -18.7% 63,800 $2.2M
Quadrant Capital Group LLC 0.06% Add +5.4% 62,382 $2.1M
Truist Financial Corp. 0.00% Reduce -6.9% 62,380 $2.1M
Erste Asset Management GmbH 0.02% Reduce -1.5% 64,000 $2.1M
Keybank National Association 0.01% Add +11.1% 60,500 $2.1M
Americana Partners, LLC 0.05% Add +1.4% 59,920 $2.1M
Captrust Financial Advisors 0.00% Reduce -39.8% 58,891 $2.0M
HB Wealth Management, LLC 0.01% Add +1.9% 58,203 $2.0M
Signaturefd, LLC 0.03% Add +1.9% 57,000 $2.0M
Cwm, LLC 0.01% Reduce -19.6% 56,609 $1.9M
DGS Capital Management, LLC 0.32% Reduce -5.7% 56,251 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +122.8% 55,845 $1.9M
BayBridge Capital Group, LLC 1.17% No change 52,228 $1.9M
Pacifica Partners Inc. 0.63% Add +37.9% 54,858 $1.9M
ASR Vermogensbeheer N.V. 0.02% No change 54,570 $1.9M
Westerkirk Capital Inc. 0.20% Add +5.2% 54,250 $1.9M
Atria Investments, Inc 0.02% Add +0.4% 53,713 $1.8M
PDT Partners, LLC 0.11% Reduce -48.6% 53,488 $1.8M
Independent Advisor Alliance 0.02% Reduce -5.4% 53,013 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +0.8% 50,813 $1.8M
Moors & Cabot, Inc. 0.07% No change 50,754 $1.7M
Mercer Global Advisors Inc. 0.00% Add +9.6% 49,972 $1.7M
M&T Bank Corp 0.01% Reduce -3.9% 49,345 $1.7M
Union Bancaire Privee, UBP SA 0.02% No change 6,237 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +15.7% 48,477 $1.7M
Evergreen Capital Management LLC 0.04% Reduce -1.8% 48,229 $1.7M
Sanctuary Advisors, LLC 0.01% Add +1.1% 46,638 $1.6M
UniSuper Management Pty Ltd 0.01% No change 33,300 $1.6M
Choreo, LLC 0.02% Add +0.5% 46,303 $1.6M
Stamos Capital Partners, L.P. 0.25% Add +20.6% 46,131 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -5.0% 45,486 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% No change 40,423 $1.6M
Caprock Group, LLC 0.04% Reduce -0.2% 44,412 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -6.5% 44,200 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -10.5% 43,941 $1.5M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -2.6% 43,432 $1.5M
Sageworth Trust Co 0.06% No change 43,048 $1.5M
Quantbot Technologies LP 0.06% Reduce -1.9% 42,933 $1.5M
Lido Advisors, LLC 0.01% Add +2.3% 42,205 $1.5M
Commerce Bank 0.01% Add +152.6% 41,467 $1.4M
Hollencrest Capital Management 0.05% No change 40,786 $1.4M
Sterling Capital Management LLC 0.03% Reduce -10.7% 40,602 $1.4M
Savant Capital, LLC 0.01% Add +67.8% 40,217 $1.4M
MML Investors Services, LLC 0.00% Add +3.3% 40,057 $1.4M
Worldquant Millennium Advisors LLC 0.01% Reduce -42.6% 40,062 $1.4M
Redhawk Wealth Advisors, Inc. 0.15% Reduce -4.4% 39,193 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -5.5% 38,714 $1.3M
Advisory Resource Group 0.23% Reduce -3.9% 38,320 $1.3M
Kovack Advisors, Inc. 0.07% Reduce -0.2% 37,109 $1.3M
F/m Investments LLC 0.08% Reduce -48.0% 37,061 $1.3M
Magnetar Financial LLC 0.01% Reduce -24.6% 36,150 $1.2M
Little House Capital LLC 0.31% Reduce -1.9% 35,405 $1.2M
Oppenheimer & Co. Inc. 0.01% Reduce -34.7% 34,370 $1.2M
PFG Advisors 0.06% Add +14.8% 33,564 $1.2M
Daymark Wealth Partners, LLC 0.04% Reduce -3.0% 33,391 $1.2M
Invst, LLC 0.13% Reduce -9.7% 32,880 $1.1M
Advisors Asset Management, Inc. 0.02% Add +72.1% 32,772 $1.1M
Merit Financial Group, LLC 0.01% Add +33.1% 32,235 $1.1M
K.J. Harrison & Partners Inc 0.18% Reduce -0.7% 32,261 $1.1M
Capstone Investment Advisors, LLC 0.01% Add +86.6% 31,788 $1.1M
Emerald Investment Advisers, LLC 0.10% — 31,735 $1.1M
Regions Financial Corp. 0.01% Add +14.0% 31,608 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +115.9% 31,578 $1.1M
Plato Investment Management Ltd 0.07% Reduce -0.1% 31,413 $1.1M
Compound Planning, Inc. 0.03% Add +1.2% 31,052 $1.1M
Westco Advisory Services Inc. 0.68% Reduce -3.4% 30,683 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 31,164 $1.1M
Nwam LLC 0.06% No change 30,605 $1.1M
Norden Group LLC 0.10% Add +0.2% 30,507 $1.1M
Cigna Investments Inc. 0.16% Reduce -3.0% 29,885 $1.0M
Brown Advisory Inc. 0.00% Reduce -13.6% 29,704 $1.0M
Burney Co./ 0.03% Add +48.9% 29,582 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +185.1% 29,435 $1.0M
Bleakley Financial Group, LLC 0.02% Add +14.4% 29,275 $1.0M
Tacita Capital Inc 0.60% Add +0.1% 29,293 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -12.0% 28,428 $979K
Wealth Architects, LLC 0.09% No change 28,090 $967K
Sumitomo Life Insurance Co. 0.02% Add +2.2% 27,813 $958K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +2.2% 27,813 $958K
Midwest Professional Planners, LTD. 0.22% Add +1.1% 27,702 $954K
Hoge Financial Services, LLC 0.49% Reduce -16.4% 26,747 $921K
Summit Global Investments 0.05% Add +4.8% 26,519 $913K
Concurrent Investment Advisors, LLC 0.01% Add +7.4% 25,795 $888K
Archer Investment Corp 0.19% No change 25,700 $885K
Coastline Trust Co 0.09% Reduce -4.2% 25,650 $883K
Empowered Funds, LLC 0.01% New 25,609 $882K
Savvy Advisors, Inc. 0.02% Add +16.7% 25,575 $881K
AlphaCore Capital LLC 0.02% Reduce -36.7% 25,154 $866K
Wedbush Securities Inc. 0.03% Add +10.8% 24,902 $858K
J.W. Cole Advisors, Inc. 0.03% Reduce -0.7% 24,334 $838K
NewEdge Advisors, LLC 0.00% Reduce -0.6% 24,066 $829K
Acadian Asset Management LLC 0.00% Reduce -98.1% 24,116 $826K
SG Americas Securities, LLC 0.00% Reduce -43.9% 23,945 $825K
Maverick Capital 0.01% New 23,875 $823K
Apollon Wealth Management, LLC 0.01% Add +15.9% 23,634 $814K
TD Private Client Wealth LLC 0.02% Add +4.1% 23,254 $801K
Wellington-Altus USA Inc. 0.46% Add +125.2% 18,577 $786K
Gateway Investment Advisers LLC 0.01% Add +13.5% 22,801 $785K
Legacy Wealth Asset Management, LLC 0.19% Reduce -0.3% 22,616 $779K
World Investment Advisors 0.01% Reduce -1.3% 22,599 $778K
Montag A & Associates Inc. 0.04% Reduce -0.5% 22,279 $767K
Aprio Wealth Management, LLC 0.04% Reduce -1.7% 21,893 $754K
Syon Capital LLC 0.04% Add +2.7% 21,376 $736K
Hilltop National Bank 0.17% Reduce -1.3% 21,169 $729K
Brown Brothers Harriman & Co. 0.00% No change 20,868 $719K
Rockefeller Capital Management L.P. 0.00% Reduce -10.2% 20,697 $713K
Steward Partners Investment Advisory, LLC 0.00% Add +23.5% 20,616 $710K
Blair William & Co. 0.00% Add +9.6% 20,520 $707K
Beacon Pointe Advisors, LLC 0.00% Add +147.4% 20,441 $704K
Cumberland Partners Ltd 0.05% Add +89.0% 19,962 $686K
Huntington National Bank 0.01% Reduce -1.9% 19,703 $679K
One Wealth Advisors, LLC 0.08% Add +2.1% 19,569 $674K
Trek Financial, LLC 0.04% Add +22.4% 19,392 $668K
Yousif Capital Management, LLC 0.01% No change 19,366 $667K
Robertson Stephens Wealth Management, LLC 0.02% Add +3.5% 19,282 $664K
TCTC Holdings, LLC 0.02% No change 19,259 $663K
Boothe Investment Group, Inc. 0.21% No change 19,076 $657K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.2% 18,810 $648K
Summitry LLC 0.02% Add +4.3% 18,650 $642K
Glenmede Trust Co. NA 0.00% Add +2.5% 18,462 $636K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -7.4% 17,768 $625K
Moss Adams Wealth Advisors LLC 0.05% Add +5.4% 18,053 $622K
Squarepoint Ops LLC 0.00% Add +45.0% 18,045 $621K
Expressive Wealth LLC 0.59% Reduce -17.8% 15,499 $619K
One Capital Management, LLC 0.02% No change 18,022 $619K
EP Wealth Advisors, LLC 0.00% Add +22.9% 17,744 $611K
Balyasny Asset Management L.P. 0.00% Reduce -67.9% 17,650 $608K
Fideuram Asset Management (Ireland) dac 0.08% New 11,739 $605K
Principal Securities, Inc. 0.01% Add +9.3% 17,496 $603K
Inspire Advisors, LLC 0.05% Reduce -9.2% 17,439 $601K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +3.9% 17,012 $586K
HBK Sorce Advisory LLC 0.01% Add +1.8% 14,596 $584K
Crawford Investment Counsel Inc. 0.01% No change 16,946 $584K
NewEdge Wealth, LLC 0.01% Reduce -26.6% 16,825 $579K
Clifford Swan Investment Counsel LLC 0.02% No change 16,054 $553K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 15,840 $546K
Eddie Patel Inc 0.42% Reduce -22.5% 15,742 $542K
Sei Investments Co. 0.00% Add +21.1% 15,636 $539K
111 Capital 0.13% Reduce -20.7% 15,609 $538K
Fayez Sarofim & Co 0.00% No change 15,593 $537K
Moneta Group Investment Advisors LLC 0.00% Reduce -2.4% 15,438 $532K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -12.1% 15,369 $529K
Nicholas Hoffman & Company, LLC. 0.01% No change 15,300 $527K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 15,259 $526K
Integrated Advisors Network LLC 0.03% Reduce -79.0% 15,020 $517K
Engineers Gate Manager LP 0.01% Reduce -68.8% 15,010 $517K
Equitable Holdings, Inc. 0.00% Add +2.8% 14,251 $517K
Financial & Tax Architects, LLC 0.11% New 14,949 $515K
EverSource Wealth Advisors, LLC 0.02% Add +46.1% 14,766 $509K
Strategic Blueprint, LLC 0.03% Reduce -1.8% 14,631 $504K
Kathmere Capital Management, LLC 0.03% Add +1.3% 14,605 $503K
Checchi Capital Advisers, LLC 0.03% Reduce -2.5% 14,254 $491K
Wesbanco Bank Inc. 0.01% Reduce -0.3% 14,238 $490K
Bridges Investment Management Inc. 0.01% Reduce -11.5% 14,191 $489K
Sivia Capital Partners, LLC 0.09% Add +104.8% 14,111 $486K
CIBC Bancorp USA Inc. 0.00% — 13,988 $482K
Beverly Hills Private Wealth, LLC 0.08% Reduce -4.7% 13,750 $474K
Clearstead Advisors, LLC 0.00% Add +56.1% 13,741 $473K
HUB Investment Partners, LLC 0.01% Add +2.3% 13,425 $462K
Burke & Herbert Bank & Trust Co. 0.13% No change 13,286 $458K
Allworth Financial LP 0.00% Add +10.9% 13,254 $456K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +98.0% 13,138 $452K
RNC Capital Management LLC 0.02% Reduce -0.4% 13,039 $449K
Independent Financial Group, LLC 0.01% Add +9.2% 13,020 $448K
Ascent Group, LLC 0.02% Add +2.6% 12,823 $442K
Elevated Financial Group LLC 0.14% Add +3.1% 12,555 $432K
MAI Capital Management 0.00% Add +40.7% 12,510 $431K
Crescent Grove Advisors, LLC 0.04% Add +0.8% 12,486 $430K
Baader Bank Aktiengesellschaft 0.04% Reduce -17.7% 12,706 $427K
Viewpoint Investment Partners Corp. 0.20% New 12,184 $426K
Yanni & Associates Investment Advisors, LLC 0.43% No change 12,157 $419K
Baron Wealth Management LLC 0.13% No change 12,141 $418K
Wealth Alliance, LLC 0.04% Reduce -3.3% 12,113 $417K
Capula Management Ltd 0.00% New 12,073 $416K
Curi Capital, LLC 0.01% Add +11.7% 12,038 $415K
Websterrogers Financial Advisors, LLC 0.12% No change 12,026 $414K
Fiera Capital Corp 0.00% Reduce -8.8% 11,952 $411K
Brown, Lisle/Cummings, Inc. 0.10% Reduce -6.7% 11,925 $411K
Meeder Advisory Services, Inc. 0.02% No change 11,794 $406K
Farther Finance Advisors, LLC 0.00% Add +9.8% 11,636 $405K
Bragg Financial Advisors, Inc 0.01% Add +0.1% 11,670 $402K
O'ROURKE & COMPANY, Inc 0.16% Reduce -6.1% 11,552 $398K
Louisbourg Investments Inc. 0.08% No change 11,565 $398K
Resources Management Corp. /CT/ 0.05% Reduce -1.9% 11,520 $397K
PDS Planning, Inc 0.03% No change 11,526 $397K
Stephens Inc. 0.00% Reduce -3.9% 11,459 $395K
CoreCap Advisors, LLC 0.01% Reduce -8.8% 11,368 $392K
Park Avenue Securities LLC 0.00% Reduce -52.6% 11,346 $391K
Spirepoint Private Client, LLC 0.04% Add +0.9% 11,320 $390K
Sagespring Wealth Partners, LLC 0.01% Add +3.5% 11,304 $389K
Asahi Life Asset Management Co., LTD. 0.25% Add +39.4% 11,259 $387K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +412.5% 11,218 $386K
KMG Fiduciary Partners, LLC 0.03% Reduce -0.0% 11,217 $386K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -16.4% 11,025 $380K
Knights of Columbus Asset Advisors LLC 0.02% No change 10,981 $378K
First Nebraska Trust Co 0.03% No change 10,950 $377K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -26.9% 10,576 $377K
Councilmark Asset Management, LLC 0.22% No change 10,886 $375K
Lewis Asset Management, LLC 0.15% Add +7.5% 10,874 $375K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +47.6% 10,848 $372K
Ewing Morris & Co. Investment Partners Ltd. 0.17% Add +2.0% 10,757 $369K
State of Wyoming 0.04% Reduce -60.0% 10,740 $369K
Scientech Research LLC 0.31% Add +70.1% 10,647 $367K
Peapack Gladstone Financial Corp. 0.00% Reduce -5.7% 10,592 $365K
First Affirmative Financial Network 0.14% — 10,552 $363K
Jain Global LLC 0.00% New 10,500 $362K
Haven Private, LLC 0.16% Add +1.3% 10,423 $359K
United Capital Financial Advisors, LLC 0.00% Add +0.1% 10,326 $356K
First National Bank & Trust Co. of Newtown 0.08% Reduce -5.4% 10,306 $355K
Strategic Investment Advisors / MI 0.02% Reduce -3.4% 10,219 $352K
Bridgewater Advisors Inc. 0.02% Add +3.3% 8,675 $346K
Gladstone Institutional Advisory LLC 0.01% Add +10.2% 9,874 $340K
D'Orazio & Associates, Inc. 0.04% No change 9,850 $339K
Fiduciary Wealth Partners, LLC 0.22% No change 9,828 $338K
Brighton Jones LLC 0.01% New 9,742 $336K
Hendershot Investments Inc. 0.04% Add +62.0% 9,657 $333K
Bryn Mawr Trust Advisors, LLC 0.02% New 9,477 $326K
American National Bank & Trust 0.03% No change 9,429 $325K
Pekin Hardy Strauss, Inc. 0.03% No change 9,424 $325K
D.A. Davidson & Co. 0.00% Add +12.8% 9,418 $324K
QRG Capital Management, Inc. 0.00% Add +33.6% 9,381 $323K
Greenleaf Trust 0.00% Add +11.6% 9,371 $323K
Peregrine Asset Advisers, Inc. 0.09% No change 9,350 $322K
Westwood Holdings Group Inc. 0.00% No change 9,343 $322K
Parallel Advisors, LLC 0.01% Add +34.8% 9,285 $320K
GF Fund Management Co. LTD. 0.01% No change 9,279 $320K
Ethic Inc. 0.01% Add +29.5% 9,225 $318K
Lester Murray Antman dba SimplyRich 0.08% New 9,158 $315K
Versant Capital Management, Inc 0.03% Add +63.5% 9,079 $313K
Atlas Capital Advisors Inc. 0.04% Reduce -42.5% 9,064 $312K
Personal Cfo Solutions, LLC 0.04% Add +1.9% 8,941 $308K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.7% 8,926 $307K
Bradley Foster & Sargent Inc. 0.00% Reduce -19.1% 8,869 $305K
Flputnam Investment Management Co. 0.00% Add +7.4% 8,815 $304K
Trust Co of the South 0.05% No change 8,764 $302K
Florida Trust Wealth Management Co 0.01% No change 8,753 $301K
MQS Management LLC 0.20% New 8,733 $301K
Haverford Trust Co 0.00% No change 8,703 $300K
Marks Group Wealth Management, Inc 0.03% Reduce -1.2% 8,647 $298K
Seven Mile Advisory 0.21% Add +0.5% 8,641 $298K
Community Bank & Trust, Waco, Texas 0.06% New 8,529 $294K
Arkadios Wealth Advisors 0.00% New 8,470 $292K
OneDigital Investment Advisors LLC 0.00% Add +4.2% 8,426 $290K
REAP Financial Group, LLC 0.06% No change 8,423 $290K
Faithward Advisors, LLC 0.04% Reduce -0.1% 8,414 $290K
Epoch Investment Partners, Inc. 0.00% New 8,383 $289K
Blue Trust, Inc. 0.00% Reduce -4.1% 8,381 $289K
Brooklyn Investment Group 0.01% New 8,337 $287K
Virtu Financial LLC 0.01% New 8,325 $287K
OneAscent Financial Services LLC 0.02% Add +11.0% 8,296 $286K
Old National Bancorp 0.00% Add +0.7% 8,284 $285K
Hamilton Wealth, LLC 0.05% No change 8,016 $276K
Rwa Wealth Partners, LLC 0.00% No change 8,014 $276K
Stonebridge Capital Management Inc. 0.13% — 8,000 $276K
JMN Financial LLC 0.27% Reduce -37.3% 7,957 $274K
Apella Capital, LLC 0.00% New 7,050 $274K
Modern Wealth Management, LLC 0.00% Add +1.6% 7,867 $274K
Prime Capital Investment Advisors, LLC 0.00% Add +1.5% 7,865 $271K
Fidelis Capital Partners, LLC 0.02% Reduce -7.0% 7,848 $270K
Shelton Capital Management 0.01% Reduce -31.0% 7,833 $270K
J. Safra Sarasin Holding AG 0.00% Add +6.0% 7,789 $267K
Cary Street Partners Financial LLC 0.01% No change 7,754 $267K
Perigon Wealth Management, LLC 0.00% Add +0.7% 7,607 $262K
Measured Wealth Private Client Group, LLC 0.07% Reduce -50.9% 7,560 $260K
Fiduciary Alliance LLC 0.02% New 6,692 $260K
Wealth Quarterback LLC 0.10% Add +0.9% 7,497 $258K
Center for Financial Planning, Inc. 0.03% Add +8.2% 7,487 $258K
Wealthcare Advisory Partners LLC 0.01% No change 7,480 $258K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -7.8% 7,478 $258K
Alaska Wealth Advisors, LLC 0.03% No change 7,469 $257K
Armstrong Advisory Group, Inc. 0.02% No change 7,395 $255K
Allianz SE 0.00% Reduce -69.5% 7,405 $254K
Fisher Asset Management 0.00% New 7,340 $253K
Diversify Wealth Management, LLC 0.00% New 6,579 $251K
Crewe Advisors LLC 0.02% No change 7,200 $248K
Smartleaf Asset Management LLC 0.01% Reduce -11.5% 7,348 $247K
Silverlake Wealth Management LLC 0.05% Add +0.5% 7,173 $247K
Rehmann Capital Advisory Group 0.01% Reduce -4.3% 7,148 $246K
LaFleur & Godfrey LLC 0.03% No change 7,106 $245K
Mitchell & Pahl Private Wealth, LLC 0.10% Reduce -0.2% 7,100 $245K
Larson Financial Group LLC 0.01% Reduce -1.5% 7,097 $244K
Sigma Planning Corp 0.01% Reduce -1.4% 7,077 $244K
ClearAlpha Technologies LP 0.49% New 6,955 $240K
Coldstream Capital Management Inc. 0.00% New 6,950 $239K
Mustard Seed Financial, LLC 0.14% No change 6,940 $239K
Greenspring Advisors, LLC 0.01% New 6,923 $238K
Cornerstone Wealth Management, LLC 0.01% Add +0.3% 6,901 $238K
Anchor Investment Management, LLC 0.02% Reduce -1.4% 6,900 $238K
Southland Equity Partners LLC 0.05% Add +1.6% 6,872 $237K
FMA Wealth Management, LLC 0.16% No change 6,867 $236K
C M Bidwell & Associates Ltd. 0.11% Reduce -0.3% 6,812 $235K
Lowe Brockenbrough & Co. Inc. 0.01% No change 6,794 $234K
Saranac Partners Ltd 0.10% Reduce -14.7% 4,810 $232K
Goelzer Investment Management, Inc. 0.01% No change 6,745 $232K
Cannell & Spears LLC 0.00% No change 6,731 $232K
Plante Moran Financial Advisors, LLC 0.01% No change 6,661 $229K
Twin Tree Management, LP 0.05% New 6,642 $229K
Ieq Capital, LLC 0.00% Reduce -71.8% 6,610 $228K
HSBC Holdings PLC 0.00% New 6,605 $227K
XTX Topco Ltd 0.00% Reduce -90.0% 6,548 $226K
Insight 2811, Inc. 0.10% No change 6,526 $225K
Johnson Financial Group, Inc. 0.01% Reduce -18.8% 6,500 $224K
Verdence Capital Advisors LLC 0.01% Add +0.0% 6,498 $224K
Hunting Hill Global Capital, LLC 0.27% No change 6,600 $224K
Texas Capital Bank Wealth Management Services Inc 0.01% New 6,462 $223K
Great Valley Advisor Group, Inc. 0.00% Add +4.3% 6,403 $221K
McHugh Group, LLC 0.13% No change 6,400 $220K
Wealthedge Investment Advisors, LLC 0.08% No change 6,367 $219K
HFG Advisors, Inc. 0.15% No change 6,367 $219K
Keudell/Morrison Wealth Management 0.04% Reduce -7.4% 6,341 $218K
Bar Harbor Wealth Management 0.01% No change 6,340 $218K
Sowell Financial Services LLC 0.01% Add +0.5% 6,300 $217K
GoalVest Advisory LLC 0.04% Reduce -1.8% 6,288 $217K
Belpointe Asset Management LLC 0.01% No change 6,264 $216K
Flagship Harbor Advisors, LLC 0.01% Add +0.4% 6,251 $215K
Private Management Group Inc. 0.01% No change 6,233 $215K
Basecamp Wealth Advisors LLC 0.04% No change 6,195 $213K
Western Wealth Management, LLC 0.01% Add +5.4% 6,192 $213K
Retirement Planning Group, LLC 0.01% Reduce -8.2% 6,085 $210K
Meadow Creek Wealth Advisors LLC 0.14% No change 6,060 $209K
Wayfinding Financial, LLC 0.09% No change 6,044 $208K
Neville Rodie & Shaw Inc. 0.02% No change 6,036 $208K
Aptus Capital Advisors, LLC 0.00% New 6,024 $207K
Astoria Portfolio Advisors LLC. 0.04% New 5,376 $207K
Estabrook Capital Management 0.03% No change 6,000 $207K
Anchor Capital Advisors LLC 0.01% No change 6,000 $207K
Arq Wealth Advisors, LLC 0.04% New 5,963 $205K
New England Capital Financial Advisors LLC 0.06% Add +0.1% 5,951 $205K
Rossby Financial, LCC 0.04% Add +6.3% 5,877 $204K
Wealthspire Advisors, LLC 0.00% Reduce -61.1% 5,862 $202K
GHP Investment Advisors, Inc. 0.01% Add +143.8% 5,851 $202K
Five Oceans Advisors 0.07% No change 5,817 $200K
Rhumbline Advisers 0.00% Reduce -10.7% 5,323 $183K
Advisory Services Network, LLC 0.00% New 5,143 $177K
Group One Trading LLC 0.01% Add +203.9% 5,093 $175K
Rowlandmiller & Partners.adv 0.04% No change 5,063 $174K
St Germain D J Co. Inc. 0.01% Add +27.5% 4,939 $170K
Private Trust Co. NA 0.02% Add +0.0% 4,930 $170K
Harbour Investments, Inc. 0.00% Add +131.9% 4,900 $169K
Cromwell Holdings LLC 0.09% No change 4,768 $164K
Bank of New Hampshire 0.04% Reduce -5.8% 4,733 $163K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,721 $163K
Tompkins Financial Corp. 0.01% No change 4,628 $159K
First Horizon Corp. 0.01% Reduce -7.8% 4,552 $157K
HM Payson & Co. 0.00% No change 4,308 $148K
Arax Advisory Partners 0.00% Reduce -70.5% 3,912 $135K
Sachetta, LLC 0.06% Add +23.6% 3,450 $119K
Golden State Wealth Management, LLC 0.01% Add +176.7% 3,210 $111K
AdvisorNet Financial, Inc 0.01% Add +0.7% 3,121 $107K
Colonial Trust Advisors 0.01% No change 3,081 $106K
LGT Financial Advisors LLC 0.52% No change 2,955 $102K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.5% 2,931 $101K
Cullen/Frost Bankers, Inc. 0.00% No change 2,822 $97K
Capital Analysts, LLC 0.00% Reduce -6.0% 2,829 $97K
SHP Wealth Management 0.01% No change 2,749 $95K
Salem Investment Counselors Inc. 0.00% New 2,709 $93K
IFP Advisors, Inc 0.00% Reduce -1.0% 2,650 $91K
Oslo Pensjonsforsikring AS 0.01% — 2,600 $89K
Entrust Financial LLC 0.06% No change 2,543 $88K
UMB Bank, n.a. 0.00% No change 2,502 $86K
IFG Advisory, LLC 0.25% New 2,500 $86K
Hughes Financial Services, LLC 0.01% No change 2,477 $85K
Legacy Bridge, LLC 0.03% No change 2,460 $85K
RMG Wealth Management LLC 0.01% No change 2,101 $84K
Private Wealth Asset Management, LLC 0.01% Reduce -1.9% 2,422 $83K
SBI Securities Co., Ltd. 0.00% Reduce -0.2% 2,389 $82K
Salomon & Ludwin, LLC 0.01% No change 2,347 $82K
Financial Freedom, LLC 0.04% No change 2,318 $80K
Vanguard National Trust Co 0.01% — 2,315 $80K
Spire Wealth Management 0.00% No change 2,296 $79K
Danske Bank A/S 0.00% Reduce -69.8% 2,298 $79K
Creative Financial Designs Inc. 0.00% Add +0.1% 2,278 $78K
MTM Investment Management, LLC 0.02% Add +0.1% 2,215 $76K
Kozak & Associates, Inc. 0.01% No change 2,000 $75K
Dorato Capital Management 0.05% No change 2,000 $73K
Bfsg, LLC 0.01% Reduce -1.6% 2,105 $72K
LRI Investments, LLC 0.01% Reduce -12.9% 2,093 $72K
Indiana Trust & Investment Management Co 0.02% No change 2,078 $72K
Colonial Trust Co / SC 0.01% No change 2,053 $71K
Murphy & Mullick Capital Management Corp 0.05% No change 2,014 $69K
MCF Advisors LLC 0.00% No change 2,000 $69K
CENTRAL TRUST Co 0.00% No change 1,928 $66K
Caldwell Sutter Capital, Inc. 0.03% No change 1,894 $65K
MidFirst Bank 0.01% Reduce -82.2% 1,887 $65K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -14.7% 1,868 $64K
Nemes Rush Group LLC 0.01% No change 1,839 $63K
V-Square Quantitative Management LLC 0.01% No change 1,305 $63K
Financial Perspectives, Inc 0.02% No change 1,766 $61K
Triumph Capital Management 0.01% Add +6.1% 1,743 $60K
WealthCollab, LLC 0.02% Reduce -5.1% 1,740 $60K
Ancora Advisors LLC 0.00% Reduce -7.5% 1,659 $57K
LOM Asset Management Ltd 0.02% No change 1,190 $57K
Southern Michigan Bank & Trust 0.02% — 1,650 $57K
EFG International AG 0.00% New 1,650 $57K
PFS Partners, LLC 0.03% No change 1,648 $57K
Pinnacle Bancorp, Inc. 0.02% No change 1,632 $56K
Graney & King, LLC 0.03% Add +0.1% 1,623 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +1.0% 1,587 $55K
Barrett & Company, Inc. 0.02% No change 1,535 $53K
Geneos Wealth Management Inc. 0.00% Reduce -17.0% 1,510 $52K
Physician Wealth Advisors, Inc. 0.01% No change 1,446 $50K
Millstone Evans Group, LLC 0.03% No change 1,420 $49K
Addison Advisors LLC 0.01% Add +18.9% 1,411 $49K
NFSG Corp 0.01% No change 1,410 $49K
Ossiam 0.00% Add +9.8% 1,391 $48K
Trust Co 0.00% No change 1,373 $47K
Mather Group, Llc. 0.00% New 1,368 $47K
Lanark Financial, Inc. 0.00% Reduce -12.9% 1,353 $47K
Clarity Asset Management, Inc. 0.02% Add +0.9% 1,348 $46K
JFS Wealth Advisors, LLC 0.00% Reduce -0.5% 1,318 $45K
Vestor Capital, LLC 0.00% Add +220.4% 1,317 $45K
Manchester Capital Management LLC 0.01% No change 1,270 $44K
TIAA Wealth Investment Management LLC 0.00% — 1,248 $43K
William B. Walkup & Associates, Inc. 0.03% No change 1,368 $43K
Accordant Advisory Group Inc 0.03% No change 1,182 $41K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -8.8% 1,175 $40K
Bruce G. Allen Investments, LLC 0.03% No change 1,156 $40K
Opal Wealth Advisors, LLC 0.01% New 1,135 $39K
Parkside Financial Bank & Trust 0.00% No change 1,064 $37K
Oakworth Capital, Inc. 0.00% No change 1,062 $37K
Valued Wealth Advisors LLC 0.01% No change 1,040 $36K
Fortitude Family Office, LLC 0.01% No change 1,035 $36K
MV Capital Management, Inc. 0.00% Reduce -1.6% 1,000 $34K
Crews Bank & Trust 0.01% Add +33.4% 998 $34K
McGuire Capital Advisors Inc. 0.02% No change 985 $34K
HHM Wealth Advisors, LLC 0.00% No change 984 $34K
Main Street Group, LTD 0.01% New 980 $34K
Bare Financial Services, Inc 0.01% Add +5.3% 937 $32K
Grove Bank & Trust 0.00% No change 926 $32K
Mosley Wealth Management 0.01% New 1,000 $31K
Private Wealth Management Group, LLC 0.01% No change 896 $31K
West Financial Advisors, LLC 0.01% No change 875 $30K
Caldwell Trust Co 0.00% No change 853 $29K
CGC Financial Services, LLC 0.01% No change 850 $29K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% New 854 $29K
CX Institutional 0.00% Reduce -16.1% 851 $29K
Heritage Wealth Advisors 0.00% No change 838 $29K
Pacific Center for Financial Services 0.01% No change 817 $28K
Pinney & Scofield, Inc. 0.01% No change 810 $28K
Sfam, LLC 0.02% No change 775 $27K
Twin Peaks Wealth Advisors, LLC 0.01% New 762 $26K
Duncker Streett & Co. Inc. 0.01% No change 762 $26K
Hantz Financial Services, Inc. 0.00% Reduce -0.1% 765 $26K
Core Alternative Capital 0.01% No change 748 $26K
Blue Bell Private Wealth Management, LLC 0.00% No change 746 $26K
Clearstead Trust, LLC 0.00% No change 742 $26K
First Pacific Financial 0.00% No change 737 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 686 $24K
Basepoint Wealth LLC 0.01% No change 684 $24K
Groupe la Francaise 0.00% New 675 $23K
Banque Transatlantique SA 0.00% New 635 $22K
Cornerstone Planning Group LLC 0.00% Add +17.5% 543 $21K
Tobam 0.01% No change 447 $21K
Fortis Group Advisors, LLC 0.00% No change 605 $21K
Webster Bank, N. A. 0.00% No change 605 $21K
Flagship Wealth Advisors, LLC 0.01% No change 643 $21K
Sound Income Strategies, LLC 0.00% Reduce -8.8% 570 $20K
Rosenberg Matthew Hamilton 0.00% No change 564 $19K
Smallwood Wealth Investment Management, LLC 0.01% No change 555 $19K
Tsfg, LLC 0.00% New 550 $19K
Beacon Investment Advisory Services, Inc. 0.00% New 550 $19K
Innovative Asset Advisors Group, LLC 0.01% — 548 $19K
Piscataqua Savings Bank 0.01% No change 545 $19K
Key Financial Inc 0.00% No change 536 $18K
Toth Financial Advisory Corp. 0.00% Reduce -21.2% 534 $18K
Operose Advisors LLC 0.00% New 530 $18K
Harbor Investment Advisory, LLC 0.00% No change 523 $18K
Trust Co. of Toledo NA 0.00% No change 500 $17K
True Link Financial Advisors, LLC 0.00% New 498 $17K
Dagco, Inc. 0.00% No change 497 $17K
Root Financial Partners, LLC 0.00% Reduce -40.5% 488 $17K
Bangor Savings Bank 0.00% No change 458 $16K
Strengthening Families & Communities, LLC 0.00% Add +0.9% 454 $16K
Missouri Trust & Investment Co 0.00% No change 450 $15K
JPL Wealth Management, LLC 0.00% New 435 $15K
Vision Retirement, LLC 0.00% Add +0.7% 435 $15K
Bell Investment Advisors, Inc 0.00% Reduce -13.3% 430 $15K
Sunbelt Securities, Inc. 0.00% No change 426 $15K
Swiss Re Ltd. 0.09% No change 408 $14K
Union Savings Bank 0.01% No change 390 $13K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 386 $13K
Financial Management Professionals, Inc. 0.00% No change 379 $13K
Eastern Bank 0.00% Reduce -61.0% 378 $13K
Gen-Wealth Partners Inc 0.00% No change 372 $13K
Asset Dedication, LLC 0.00% No change 372 $13K
Atlantic Union Bankshares Corp 0.00% Add +157.3% 368 $13K
Strategic Investment Solutions, Inc. 0.00% No change 350 $12K
Bayforest Capital Ltd 0.01% New 348 $12K
Community Financial Services Group, LLC 0.00% New 341 $12K
SOA Wealth Advisors, LLC. 0.00% No change 336 $12K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -67.6% 331 $11K
Washington Trust Advisors, Inc. 0.00% No change 330 $11K
First United Bank & Trust 0.00% No change 327 $11K
Darwin Wealth Management, LLC 0.00% Add +0.9% 324 $11K
Wealth Science Advisors LLC 0.01% New 308 $11K
Anfield Capital Management, LLC 0.00% New 321 $11K
Valley National Advisers Inc. 0.00% No change 348 $11K
Napier Financial, LLC 0.00% New 311 $11K
Harbor Asset Planning, Inc. 0.01% No change 295 $10K
Highline Wealth Partners LLC 0.00% Reduce -0.7% 294 $10K
Smithfield Trust Co 0.00% No change 298 $10K
True Wealth Design, LLC 0.00% Add +104.2% 290 $10K
Country Trust Bank 0.00% No change 289 $10K
Centennial Bank 0.00% No change 285 $10K
Leo H. Evart, Inc. 0.01% — 279 $10K
Wolff Wiese Magana LLC 0.00% Reduce -72.9% 260 $9K
TFC Financial Management, Inc. 0.00% New 240 $8K
Fourth Dimension Wealth, LLC 0.00% Reduce -43.9% 230 $8K
Financial Consulate, Inc. 0.00% Add +2562.5% 213 $7K
Princeton Global Asset Management LLC 0.00% New 212 $7K
Zions Bancorporation, National Association 0.00% Reduce -54.9% 209 $7K
Nalls Sherbakoff Group, LLC 0.00% No change 180 $6K
Raffa Wealth Management, LLC 0.00% Reduce -7.3% 177 $6K
Hazlett, Burt & Watson, Inc. 0.00% New 160 $6K
Nisa Investment Advisors, LLC 0.00% Add +52.7% 171 $6K
Acumen Wealth Advisors, LLC 0.00% New 169 $6K
CVA Family Office, LLC 0.00% No change 169 $6K
Cornerstone Financial Management LLC 0.01% Add +37.2% 166 $6K
CoreFirst Bank & Trust 0.00% No change 160 $6K
SJS Investment Consulting Inc. 0.00% Add +75.6% 137 $5K
YANKCOM Partnership 0.00% No change 132 $5K
Leonteq Securities AG 0.00% Reduce -47.8% 131 $5K
GAMMA Investing LLC 0.00% No change 128 $4K
CKW Financial Group 0.00% No change 118 $4K
Gilpin Wealth Management, LLC 0.00% No change 115 $4K
Kilter Group LLC 0.00% Reduce -3.4% 113 $4K
Adirondack Trust Co. 0.00% Reduce -17.2% 111 $4K
North Star Investment Management Corp. 0.00% Add +34.6% 109 $4K
NBT Bank, N.A. 0.00% No change 108 $4K
Prestige Wealth Management Group LLC 0.00% No change 100 $3K
Penserra Capital Management LLC 0.00% Add +2.9% 105 $3K
Essential Partners LLC 0.00% No change 70 $2K
Aventura Private Wealth, LLC 0.00% No change 60 $2K
Coston, McIsaac & Partners 0.00% No change 79 $2K
GW&K Investment Management, LLC 0.00% Reduce -5.3% 71 $2K
Winch Advisory Services, LLC 0.00% No change 49 $2K
Stone House Investment Management, LLC 0.00% Add +15.4% 45 $2K
Quent Capital, LLC 0.00% No change 40 $1K
Godfrey Financial Associates, Inc. 0.00% No change 38 $1K
Bogart Wealth, LLC 0.00% Add +22.6% 38 $1K
Caitong International Asset Management Co., Ltd 0.00% New 34 $1K
N.E.W. Advisory Services LLC 0.00% No change 31 $1K
Harvest Fund Management Co., Ltd 0.00% No change 35 $1K
Transamerica Financial Advisors, LLC 0.00% New 28 $964
Intentional Wealth Strategies, LLC 0.00% — 27 $930
Essential Investment Partners LLC 0.00% No change 10 $344
Financial Gravity Asset Management, Inc. 0.00% No change 1 $34
Optiver Holding B.V. 0.00% New 1 $34

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