Manulife FinancialMFC

13F holders, Q2 2026 (June 30)
815holders +42
86new positions
43sold out
11famous investors
$41.34avg. 13F price*

At the end of Q2 2026, 815 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 42 from Q1 2026. 86 opened new positions and 43 sold out. The largest holders were Royal Bank of Canada ($4.4B), Bank of Montreal ($2.3B) and Vanguard Capital Management LLC ($2.0B). 11 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions86$231.4M
Exits43$60.2M

All 13F filers, Q1 2026 → Q2 2026: 40,678,325 shares bought and 57,490,767 shares sold, net −16,812,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 815 holders

Royal Bank of Canada 0.74% Reduce -2.7% 108,016,896 $4.4B
Bank of Montreal 0.84% Reduce -0.9% 56,769,350 $2.3B
Vanguard Capital Management LLC 0.04% Add +0.8% 48,447,152 $2.0B
Mackenzie Financial Corp. 1.70% Reduce -1.3% 29,507,839 $1.7B
TD Asset Management Inc 1.10% Reduce -23.1% 31,322,803 $1.3B
National Bank of Canada 0.94% Add +1.5% 26,549,435 $1.1B
1832 Asset Management L.P. 1.28% Reduce -8.7% 25,779,357 $1.0B
Geode Capital Management, LLC 0.04% Add +11.6% 19,580,036 $821.3M
CIBC Asset Management Inc 1.57% Add +24.5% 17,576,615 $715.5M
TD Waterhouse Canada Inc. 1.80% Add +0.5% 16,757,547 $683.6M
Norges Bank 0.07% — 16,213,714 $656.9M
Cibc World Market Inc. 1.10% Reduce -3.9% 16,160,243 $654.8M
Vanguard Fiduciary Trust Co. 0.13% Add +0.3% 14,823,945 $601.2M
Bank of Nova Scotia 0.91% Add +29.0% 14,667,624 $594.8M
Morgan Stanley 0.03% Add +24.4% 12,975,847 $525.7M
Vanguard Global Advisers, LLC 0.24% Add +8.6% 12,949,086 $525.2M
Canada Pension Plan Investment Board 0.27% Reduce -5.8% 12,238,033 $495.8M
Federation des caisses Desjardins du Quebec 1.48% Add +29.6% 11,868,564 $479.2M
JPMorgan Chase & Co. 0.03% Add +5.7% 10,938,262 $445.0M
Legal & General Group Plc 0.09% Reduce -6.8% 10,607,073 $430.0M
Scotia Capital Inc. 1.60% Reduce -3.0% 10,550,628 $426.8M
Healthcare of Ontario Pension Plan Trust Fund 0.61% Reduce -10.9% 10,422,730 $422.3M
Toronto Dominion Bank 0.60% Reduce -56.9% 8,839,805 $358.1M
Dimensional Fund Advisors LP 0.06% Add +0.7% 8,317,286 $336.9M
Wells Fargo & Company 0.05% Reduce -4.8% 6,721,908 $272.3M
Goldman Sachs Group Inc. 0.03% Add +27.0% 5,951,406 $241.1M
Letko, Brosseau & Associates Inc. 3.56% Reduce -1.5% 5,945,857 $241.1M
Massachusetts Financial Services Co. 0.08% Reduce -8.5% 5,268,602 $239.5M
Beutel, Goodman & Co Ltd. 1.76% Reduce -41.6% 5,907,934 $239.5M
Harding Loevner LP 2.23% Add +24.5% 5,575,714 $236.7M
Connor, Clark & Lunn Investment Management Ltd. 0.44% Reduce -7.3% 5,687,844 $230.5M
Swiss National Bank 0.11% Reduce -4.0% 5,419,400 $219.2M
Cardinal Capital Management, Inc. 4.58% Add +0.1% 4,679,180 $189.4M
AustralianSuper Pty Ltd 0.79% Add +20.2% 4,513,841 $182.9M
Caisse de depot et placement du Quebec 0.26% Reduce -0.5% 4,466,755 $181.1M
Amundi 0.04% Add +4.0% 4,025,126 $166.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.98% Add +55.1% 3,848,035 $155.9M
UBS Group AG 0.02% Add +50.5% 3,840,935 $155.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% Add +11.4% 3,782,353 $153.4M
Intact Investment Management Inc. 4.21% Add +48.2% 3,657,057 $148.3M
Deutsche Bank AG 0.04% Add +4.4% 3,619,502 $146.6M
Bank of America Corp. 0.01% Reduce -5.0% 3,583,735 $145.2M
Public Sector Pension Investment Board 0.36% Add +216.2% 3,348,257 $135.7M
Man Group plc 0.23% Reduce -45.2% 3,102,637 $125.8M
OMERS ADMINISTRATION Corp 0.73% Add +374.1% 3,023,035 $122.6M
MUFG Securities EMEA plc 1.06% New 2,500,000 $101.2M
BlackRock, Inc. 0.00% Add +14.1% 2,438,510 $98.8M
AQR Capital Management 0.03% Reduce -13.1% 2,404,786 $97.4M
Mufg Securities (canada), LTD. 2.58% Reduce -5.1% 2,360,746 $95.6M
Manufacturers Life Insurance Company, The 0.07% Add +11.0% 2,291,737 $92.8M
Alberta Investment Management Corp 0.59% Reduce -2.3% 2,269,629 $92.0M
Agf Management Ltd. 0.33% Reduce -51.0% 1,687,076 $85.7M
FIL Ltd 0.06% Add +6.1% 1,999,271 $81.1M
Northern Trust Corp. 0.01% Add +4.9% 1,997,705 $80.9M
Polar Asset Management Partners Inc. 1.88% New 1,923,325 $77.9M
Bank of New York Mellon Corp 0.01% Add +6.3% 1,866,989 $75.6M
Van Eck Associates Corp. 0.05% Add +1.6% 1,861,023 $75.4M
Aviva PLC 0.11% Reduce -3.2% 1,789,309 $72.4M
Franklin Resources Inc. 0.02% Add +1.4% 1,741,347 $70.6M
DekaBank Deutsche Girozentrale 0.12% No change 2,057,848 $70.5M
Russell Investments Group, Ltd. 0.06% Reduce -8.5% 1,722,139 $69.9M
Korea Investment CORP 0.13% Reduce -5.7% 1,707,125 $69.2M
Clearbridge Investments, LLC 0.05% Add +0.7% 1,549,051 $62.8M
Value Partners Investments Inc. 4.29% Reduce -0.1% 1,517,412 $61.4M
Neuberger Berman Group LLC 0.04% Add +6.7% 1,453,656 $58.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +2.9% 1,419,203 $57.5M
Nuveen, LLC 0.01% Add +2.1% 1,384,166 $56.1M
Guardian Capital LP 1.36% Reduce -5.8% 1,380,780 $56.0M
CANADA LIFE ASSURANCE Co 0.09% Reduce -24.9% 1,372,287 $55.4M
Addenda Capital Inc. 1.49% Add +24.7% 953,431 $54.8M
GMO 0.12% Reduce -2.7% 1,334,399 $54.1M
American Century Companies Inc. 0.02% Add +14.5% 1,255,444 $50.9M
Todd Asset Management LLC 0.89% Reduce -0.8% 1,242,537 $50.3M
Scheer, Rowlett & Associates Investment Management Ltd. 3.18% Reduce -0.1% 1,093,093 $44.3M
APG Asset Management N.V. 0.10% Add +37.9% 1,185,164 $42.0M
Jones Financial Companies LLLP 0.02% Add +2.3% 1,007,760 $40.6M
First Trust Advisors LP 0.02% Reduce -17.4% 971,883 $39.4M
State of Tennessee, Department of Treasury 0.12% No change 960,491 $38.9M
SEB Asset Management AB 0.15% Reduce -1.9% 958,149 $38.8M
Invesco Ltd. 0.00% Reduce -62.9% 944,941 $38.3M
Wellington Management Group LLP 0.01% Reduce -3.6% 876,930 $35.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -14.3% 865,835 $35.1M
Vanguard Investments Australia, Ltd. 0.09% Add +2.4% 855,360 $34.7M
Renaissance Technologies 0.05% Reduce -26.4% 828,624 $33.6M
Cidel Asset Management Inc. 1.61% Add +98.8% 827,626 $33.6M
Achmea Investment Management B.V. 0.84% Reduce -9.3% 825,936 $33.5M
Envestnet Asset Management Inc. 0.01% Add +18.8% 823,462 $33.4M
Canerector Inc. 14.77% No change 800,000 $32.4M
Barclays PLC 0.01% Reduce -18.3% 786,012 $31.8M
Purpose Unlimited Inc. 1.18% Add +23.0% 755,704 $30.7M
Bank of Nova Scotia Trust Co. 2.54% Reduce -7.6% 755,004 $30.6M
Teachers Retirement System of the State of Kentucky 0.21% No change 753,560 $30.5M
Focus Partners Wealth 0.03% Reduce -8.0% 750,468 $30.4M
D. E. Shaw & Co. 0.02% Add +74.2% 728,603 $29.5M
Allspring Global Investments Holdings, LLC 0.04% Add +2.4% 703,846 $28.7M
Qube Research & Technologies Ltd 0.03% Add +713.7% 692,270 $28.0M
Bridgewater Associates 0.11% Reduce -67.6% 684,949 $27.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.71% Reduce -30.4% 479,103 $27.6M
Pictet Asset Management Holding SA 0.03% Add +3.0% 673,887 $27.3M
Quadrature Capital Ltd 0.23% Reduce -71.8% 669,049 $27.1M
Raymond James Financial Inc. 0.01% Reduce -0.4% 665,538 $27.0M
LPL Financial LLC 0.01% Add +5.9% 646,853 $26.2M
Promethos Capital, LLC 6.85% Add +20.9% 621,365 $25.2M
Lazard Asset Management LLC 0.04% Add +10.3% 593,112 $24.0M
Creative Planning 0.01% Add +13.4% 582,389 $23.6M
Citadel Advisors 0.01% Add +21.4% 580,558 $23.5M
Crestwood Advisors Group, LLC 0.35% Reduce -0.1% 579,513 $23.5M
Sienna Gestion 1.33% Reduce -8.5% 552,839 $22.7M
Hillsdale Investment Management Inc. 0.50% Reduce -71.0% 540,838 $21.9M
State of Wisconsin Investment Board 0.04% Reduce -0.4% 527,040 $21.4M
Susquehanna Fundamental Investments, LLC 0.40% Add +77.3% 521,600 $21.1M
Candriam S.C.A. 0.09% Reduce -11.7% 504,085 $20.4M
BNP Paribas Financial Markets 0.01% Reduce -15.5% 493,414 $20.0M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -25.8% 489,656 $19.9M
Cardinal Point Capital Management ULC 1.07% Reduce -1.1% 465,926 $18.9M
O'shaughnessy Asset Management, LLC 0.09% Add +4.1% 459,604 $18.6M
Jane Street Group, LLC 0.01% Add +5.1% 458,980 $18.6M
Heathbridge Capital Management Ltd. 6.32% Add +0.1% 456,800 $18.5M
Northwest & Ethical Investments L.P. 0.43% Add +8.9% 455,775 $18.5M
Delaney Capital Management Ltd. 2.91% Reduce -2.4% 454,736 $18.4M
Quantinno Capital Management LP 0.02% Add +20.1% 434,310 $17.6M
Varma Mutual Pension Insurance Co 0.09% Add +7.1% 428,639 $17.4M
Oddo BHF Asset Management Sas 0.81% Add +8.8% 301,300 $17.3M
Assetmark, Inc. 0.03% Reduce -0.8% 421,735 $17.1M
Lombard Odier Asset Management (Europe) Ltd 1.25% Reduce -21.9% 417,893 $16.9M
FMR LLC 0.00% Add +0.7% 409,170 $16.6M
Grace & White Inc. 2.66% Reduce -0.3% 408,953 $16.6M
Citigroup Inc. 0.01% Reduce -37.2% 405,989 $16.5M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -5.6% 369,187 $15.0M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 365,000 $14.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.12% Add +1.0% 363,743 $14.7M
Allianz Asset Management GmbH 0.01% Reduce -25.3% 356,049 $14.4M
Crossmark Global Holdings, Inc. 0.18% Add +2.8% 344,528 $14.0M
Rockefeller Capital Management L.P. 0.02% Add +1415.5% 313,652 $12.7M
Nykredit A/S 0.05% — 294,123 $11.9M
USS Investment Management Ltd 0.04% No change 279,167 $11.3M
Ameriprise Financial Inc. 0.00% Add +36.5% 207,690 $10.9M
Kepler Cheuvreux (Suisse) SA 0.61% Reduce -48.4% 186,633 $10.7M
Two Sigma Investments, LP 0.01% Reduce -84.4% 263,870 $10.7M
Stifel Financial Corp. 0.01% Add +1.3% 263,654 $10.7M
US Bancorp \de 0.01% Add +21.8% 263,339 $10.7M
Caldwell Investment Management Ltd. 6.49% New 244,000 $9.9M
Foster & Motley Inc. 0.45% Reduce -9.3% 243,502 $9.9M
Natixis 0.05% Add +9.4% 239,585 $9.7M
Investment Management Corp of Ontario 0.12% Reduce -0.2% 238,270 $9.7M
Intech Investment Management LLC 0.09% Reduce -7.8% 237,300 $9.6M
Swiss Life Asset Management Ltd 0.04% Add +21.8% 229,403 $9.3M
Lorne Steinberg Wealth Management Inc. 1.85% Add +2.1% 221,755 $9.0M
Cetera Investment Advisers 0.01% Add +2.8% 216,916 $8.8M
Genus Capital Management Inc. 0.84% Reduce -9.6% 210,040 $8.5M
Avanza Fonder AB 0.18% Add +14.0% 144,778 $8.3M
Gold Investment Management Ltd. 2.26% Reduce -0.1% 205,234 $8.3M
Mariner, LLC 0.01% Add +8.3% 204,604 $8.3M
Ritholtz Wealth Management 0.12% Reduce -0.3% 193,757 $7.8M
HighTower Advisors, LLC 0.01% Reduce -0.6% 191,535 $7.8M
Natixis Advisors, LLC 0.01% Add +4.2% 189,656 $7.7M
Maryland State Retirement & Pension System 0.13% Reduce -0.4% 189,307 $7.7M
Millennium Management 0.01% Reduce -75.2% 186,700 $7.6M
Triasima Portfolio Management inc. 1.01% Add +9.8% 184,858 $7.5M
JCIC Asset Management Inc. 2.26% No change 215,019 $7.4M
Jupiter Topco LLC 0.00% — 179,441 $7.3M
Guardian Partners Inc. 0.64% Reduce -11.3% 174,281 $7.1M
Utah Retirement Systems 0.06% Reduce -9.3% 166,839 $6.8M
Cerity Partners LLC 0.01% Add +4.5% 162,703 $6.6M
Osaic Holdings, Inc. 0.01% Add +18.7% 155,540 $6.3M
Aviso Financial Inc. 0.22% Reduce -8.6% 153,725 $6.2M
Alliancebernstein L.P. 0.00% Add +9.1% 180,606 $6.2M
Commonwealth Equity Services, LLC 0.01% Reduce -3.9% 152,959 $6.2M
HRT Financial LP 0.01% New 147,474 $6.0M
Thrivent Financial for Lutherans 0.01% Add +15.4% 146,034 $5.9M
Affinity Wealth Management LLC 0.75% Add +4.3% 142,823 $5.8M
Susquehanna International Group, LLP 0.01% New 141,728 $5.7M
Bessemer Group Inc. 0.01% Add +4.6% 140,632 $5.7M
Public Employees Retirement System of Ohio 0.02% Add +1.7% 138,779 $5.6M
Vident Advisory, LLC 0.04% Add +24.0% 135,733 $5.5M
Vontobel Holding Ltd. 0.02% No change 134,905 $5.5M
Burkett Asset Management Ltd 5.05% Reduce -6.5% 133,590 $5.4M
Kestra Advisory Services, LLC 0.02% Reduce -1.0% 132,305 $5.4M
Arrowstreet Capital, Limited Partnership 0.00% New 132,249 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.5% 130,889 $5.3M
Oppenheimer Asset Management Inc. 0.05% Add +29.6% 128,765 $5.2M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.3% 127,384 $5.2M
Fideuram Asset Management (Ireland) dac 0.10% Add +675.8% 91,066 $5.0M
Arjuna Capital 1.12% Reduce -5.7% 122,777 $5.0M
PCJ Investment Counsel Ltd. 1.42% Add +21.3% 122,261 $5.0M
BNP Paribas 0.13% Add +1.9% 121,275 $4.9M
Trustmark Bank Trust Department 0.28% Reduce -1.2% 117,848 $4.8M
WCG Wealth Advisors LLC 0.11% Add +15.4% 115,275 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.3% 114,281 $4.6M
Point72 Asset Management 0.01% Reduce -52.9% 110,009 $4.5M
Rathbones Group PLC 0.02% Reduce -0.5% 107,223 $4.3M
BCV Asset Management Inc. 0.13% Add +6.1% 106,606 $4.3M
Pinnacle Financial Partners, Inc. 0.03% Add +0.9% 105,511 $4.3M
Harvest Portfolios Group Inc. 0.06% Reduce -4.3% 102,859 $4.2M
Fifth Third Bancorp 0.01% Add +27.1% 102,014 $4.1M
ASR Vermogensbeheer N.V. 0.04% Add +86.2% 101,627 $4.1M
Kestra Private Wealth Services, LLC 0.04% Reduce -3.5% 98,798 $4.0M
Quantbot Technologies LP 0.16% Add +129.7% 98,622 $4.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.6% 97,074 $3.9M
Benjamin Edwards Inc. 0.04% Reduce -4.0% 96,107 $3.9M
Susquehanna Advisors Group, Inc. 0.16% No change 95,700 $3.9M
Vestmark Advisory Solutions, Inc. 0.04% Add +23.7% 95,335 $3.9M
Waverly Advisors, LLC 0.02% Reduce -0.5% 93,071 $3.8M
&partners 0.02% Add +1.4% 89,369 $3.7M
Cresset Asset Management, LLC 0.01% Add +2.1% 89,581 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.0% 87,093 $3.6M
Callan Family Office, LLC 0.07% Add +21.1% 88,157 $3.6M
Janney Montgomery Scott LLC 0.01% Reduce -1.5% 87,756 $3.6M
Vise Technologies, Inc. 0.04% Reduce -6.1% 86,063 $3.5M
DAVENPORT & Co LLC 0.02% Add +21.4% 84,934 $3.4M
Claret Asset Management Corp 0.37% Reduce -2.6% 84,115 $3.4M
Baird Financial Group, Inc. 0.00% Add +9.7% 83,815 $3.4M
Magnetar Financial LLC 0.03% Add +128.3% 82,512 $3.3M
Voleon Capital Management LP 0.06% Reduce -38.1% 82,471 $3.3M
OpenArc Corporate Advisory, LLC 0.04% Add +2.1% 81,100 $3.3M
Pathstone Holdings, LLC 0.01% Add +4.0% 78,827 $3.2M
Spinnaker Trust 0.15% Reduce -21.9% 76,802 $3.1M
Worldquant Millennium Advisors LLC 0.01% Add +89.5% 75,897 $3.1M
Keybank National Association 0.01% Add +23.9% 74,933 $3.0M
Truist Financial Corp. 0.00% Add +17.4% 73,240 $3.0M
Argent Trust Co 0.08% Add +3.0% 72,476 $2.9M
Assenagon Asset Management S.A. 0.00% Add +1.3% 71,226 $2.9M
Picton Mahoney Asset Management 0.03% Reduce -93.5% 68,773 $2.8M
Captrust Financial Advisors 0.00% Add +14.7% 67,552 $2.7M
LMG Wealth Partners, LLC 0.44% Add +1.3% 67,405 $2.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -15.6% 66,838 $2.7M
Americana Partners, LLC 0.06% Add +9.1% 65,395 $2.6M
Royal London Asset Management Ltd. 0.00% Reduce -8.4% 64,966 $2.6M
UniSuper Management Pty Ltd 0.01% Add +37.3% 45,730 $2.6M
Ensign Peak Advisors, Inc 0.00% No change 63,800 $2.6M
Osmosis Investment Management UK Ltd 0.12% Reduce -47.8% 63,248 $2.6M
Savant Capital, LLC 0.01% Add +63.7% 65,830 $2.5M
Quadrant Capital Group LLC 0.07% Reduce -0.4% 62,122 $2.5M
Signaturefd, LLC 0.03% Add +8.4% 61,780 $2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +464.2% 61,202 $2.5M
XTX Topco Ltd 0.03% Add +822.9% 60,428 $2.4M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -47.3% 58,839 $2.4M
HB Wealth Management, LLC 0.01% Add +1.0% 58,805 $2.4M
Numerai GP LLC 0.19% Reduce -17.3% 58,597 $2.4M
Atria Investments, Inc 0.02% Add +7.9% 57,946 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Add +177.4% 57,183 $2.3M
Mercer Global Advisors Inc. 0.00% Add +13.9% 56,923 $2.3M
Balyasny Asset Management L.P. 0.00% Add +221.7% 56,781 $2.3M
Credit Agricole S A 0.01% Reduce -25.8% 56,669 $2.3M
Pacifica Partners Inc. 0.67% Reduce -2.1% 53,703 $2.2M
Westerkirk Capital Inc. 0.21% No change 54,250 $2.2M
BayBridge Capital Group, LLC 1.13% Add +2.5% 53,523 $2.2M
Independent Advisor Alliance 0.05% Reduce -0.9% 52,555 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +14.3% 51,969 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +1.9% 51,798 $2.1M
Choreo, LLC 0.02% Add +11.4% 51,575 $2.1M
Voloridge Investment Management, LLC 0.01% New 51,497 $2.1M
Simplex Trading, LLC 0.05% New 50,640 $2.1M
Moors & Cabot, Inc. 0.08% Reduce -0.4% 50,554 $2.0M
Corient Private Wealth LP 0.00% Reduce -51.5% 50,147 $2.0M
Stratos Wealth Partners, LTD. 0.02% Add +1.7% 49,320 $2.0M
Union Bancaire Privee, UBP SA 0.02% No change 6,237 $2.0M
Caprock Group, LLC 0.04% Add +9.4% 48,585 $2.0M
Kingsview Wealth Management, LLC 0.02% Reduce -13.4% 48,354 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +9.2% 48,251 $2.0M
M&T Bank Corp 0.01% Reduce -2.3% 48,224 $2.0M
Sanctuary Advisors, LLC 0.01% Reduce -2.0% 45,724 $1.9M
Emerald Investment Advisers, LLC 0.12% Add +42.2% 45,132 $1.8M
Metis Global Partners, LLC 0.04% Reduce -32.3% 45,058 $1.8M
Acadian Asset Management LLC 0.00% Add +86.7% 45,033 $1.8M
Eddie Patel Inc 1.08% Add +184.2% 44,741 $1.8M
MML Investors Services, LLC 0.00% Add +10.5% 44,264 $1.8M
Lido Advisors, LLC 0.01% Add +3.3% 43,602 $1.8M
Graham Capital Management, L.P. 0.07% New 43,278 $1.8M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -0.5% 43,232 $1.8M
Sageworth Trust Co 0.07% No change 43,048 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% No change 40,423 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -8.1% 40,382 $1.6M
Advisors Asset Management, Inc. 0.02% Add +22.1% 40,014 $1.6M
Entropy Technologies, LP 0.06% New 39,650 $1.6M
Stamos Capital Partners, L.P. 0.24% Reduce -15.7% 38,911 $1.6M
Merit Financial Group, LLC 0.01% Add +20.4% 38,801 $1.6M
Johnson Investment Counsel Inc. 0.01% No change 38,714 $1.6M
Advisory Resource Group 0.23% Reduce -0.9% 37,977 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +9.3% 37,581 $1.5M
Sterling Capital Management LLC 0.03% Reduce -9.3% 36,842 $1.5M
Invst, LLC 0.14% Add +9.4% 35,979 $1.5M
PFG Advisors 0.07% Add +6.9% 35,867 $1.5M
Redhawk Wealth Advisors, Inc. 0.14% Reduce -10.3% 35,143 $1.4M
Capstone Investment Advisors, LLC 0.01% Add +9.5% 34,812 $1.4M
Bleakley Financial Group, LLC 0.02% Add +17.2% 34,311 $1.4M
Daymark Wealth Partners, LLC 0.03% No change 33,391 $1.4M
Commerce Bank 0.01% Reduce -20.1% 33,151 $1.3M
CIBC Bancorp USA Inc. 0.00% Add +136.9% 33,141 $1.3M
Nwam LLC 0.07% Add +7.3% 32,840 $1.3M
Compound Planning, Inc. 0.03% Add +4.6% 32,472 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +8.9% 32,050 $1.3M
Plato Investment Management Ltd 0.07% No change 31,413 $1.3M
Walleye Trading LLC 0.02% Reduce -57.8% 30,893 $1.3M
Brown Advisory Inc. 0.00% Add +3.4% 30,719 $1.2M
Midwest Professional Planners, LTD. 0.24% Add +10.6% 30,647 $1.2M
Norden Group LLC 0.10% Add +0.4% 30,618 $1.2M
Private Advisor Group, LLC 0.01% Reduce -61.1% 30,500 $1.2M
Cigna Investments Inc. 0.16% Add +1.8% 30,413 $1.2M
Burney Co./ 0.03% Add +1.6% 30,063 $1.2M
Westco Advisory Services Inc. 0.72% Reduce -3.5% 29,613 $1.2M
Regions Financial Corp. 0.01% Reduce -7.6% 29,200 $1.2M
Tacita Capital Inc 0.64% Reduce -0.5% 29,161 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +2.1% 29,032 $1.2M
IMC-Chicago, LLC 0.01% New 28,418 $1.2M
Qtron Investments LLC 0.15% New 28,312 $1.1M
Maverick Capital 0.01% Add +17.7% 28,095 $1.1M
Wealth Architects, LLC 0.09% No change 28,090 $1.1M
Savvy Advisors, Inc. 0.02% Add +8.5% 27,749 $1.1M
F/m Investments LLC 0.06% Reduce -25.7% 27,533 $1.1M
Hoge Financial Services, LLC 0.52% Add +0.7% 26,939 $1.1M
Arax Advisory Partners 0.01% Add +586.1% 26,842 $1.1M
Apollon Wealth Management, LLC 0.01% Add +12.8% 26,659 $1.1M
AlphaCore Capital LLC 0.02% Add +5.4% 26,513 $1.1M
Sumitomo Life Insurance Co. 0.02% Reduce -5.1% 26,401 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -5.1% 26,401 $1.1M
K.J. Harrison & Partners Inc 0.15% Reduce -18.2% 26,403 $1.1M
Concurrent Investment Advisors, LLC 0.01% Add +1.8% 26,248 $1.1M
Little House Capital LLC 0.24% Reduce -26.7% 25,947 $1.1M
Coastline Trust Co 0.09% No change 25,650 $1.0M
One Wealth Advisors, LLC 0.11% Add +29.1% 25,267 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -47.9% 25,108 $1.0M
Wedbush Securities Inc. 0.03% Reduce -1.3% 24,579 $996K
J.W. Cole Advisors, Inc. 0.02% Add +0.4% 24,425 $989K
Squarepoint Ops LLC 0.00% Add +34.1% 24,208 $981K
Ferguson Wellman Capital Management, Inc. 0.01% Add +28.4% 24,156 $979K
Erste Asset Management GmbH 0.01% Reduce -62.5% 24,000 $976K
Moss Adams Wealth Advisors LLC 0.06% Add +32.4% 23,893 $968K
TD Private Client Wealth LLC 0.02% Add +2.6% 23,863 $967K
Syon Capital LLC 0.04% Add +10.4% 23,601 $956K
Cumberland Partners Ltd 0.06% Add +15.5% 23,062 $935K
Summitry LLC 0.03% Add +22.3% 22,804 $924K
Clearstead Advisors, LLC 0.01% Add +64.3% 22,584 $915K
Legacy Wealth Asset Management, LLC 0.20% Reduce -0.4% 22,532 $913K
Montag A & Associates Inc. 0.04% No change 22,279 $903K
Campbell & CO Investment Adviser LLC 0.05% Reduce -81.2% 22,178 $898K
NewEdge Advisors, LLC 0.00% Reduce -8.3% 22,064 $894K
Ieq Capital, LLC 0.00% Add +233.3% 22,034 $893K
NewEdge Wealth, LLC 0.01% Add +30.1% 21,893 $887K
Aprio Wealth Management, LLC 0.04% Reduce -2.9% 21,260 $861K
Blair William & Co. 0.00% Add +3.4% 21,215 $859K
Hilltop National Bank 0.18% No change 21,169 $858K
Summit Global Investments 0.05% Reduce -20.4% 21,101 $855K
Gateway Investment Advisers LLC 0.01% Reduce -8.7% 20,815 $843K
World Investment Advisors 0.01% Add +4.5% 23,613 $839K
EP Wealth Advisors, LLC 0.00% Add +14.2% 20,267 $821K
HSBC Holdings PLC 0.00% Add +205.7% 20,193 $818K
Glenmede Trust Co. NA 0.00% Add +6.3% 19,624 $795K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.2% 19,316 $783K
Ameritas Advisory Services, LLC 0.02% New 19,281 $781K
TCTC Holdings, LLC 0.02% No change 19,259 $780K
Boothe Investment Group, Inc. 0.24% No change 19,076 $773K
Archer Investment Corp 0.15% Reduce -26.1% 19,000 $770K
Ethic Inc. 0.01% Add +105.8% 18,990 $769K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.3% 18,739 $759K
Elevated Financial Group LLC 0.21% Add +45.0% 18,198 $737K
Brown Brothers Harriman & Co. 0.00% Reduce -13.1% 18,144 $735K
Expressive Wealth LLC 0.68% Add +14.3% 17,723 $718K
Huntington National Bank 0.00% Reduce -10.9% 17,556 $711K
Sei Investments Co. 0.00% Add +11.9% 17,499 $709K
PEAK6 LLC 0.02% New 17,244 $699K
MAI Capital Management 0.00% Add +36.4% 17,064 $691K
Principal Securities, Inc. 0.01% Reduce -3.1% 16,951 $687K
Crawford Investment Counsel Inc. 0.01% No change 16,946 $686K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -2.0% 16,665 $675K
Moneta Group Investment Advisors LLC 0.01% Add +7.6% 16,612 $673K
Allianz SE 0.01% Add +122.8% 16,501 $669K
Manske Wealth Management 0.16% New 16,365 $663K
Kathmere Capital Management, LLC 0.03% Add +9.4% 15,972 $647K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 15,840 $642K
HBK Sorce Advisory LLC 0.01% Reduce -1.9% 14,316 $636K
Fayez Sarofim & Co 0.00% No change 15,593 $632K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.3% 15,495 $628K
One Capital Management, LLC 0.02% No change 18,022 $619K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 15,276 $619K
Clifford Swan Investment Counsel LLC 0.02% Reduce -5.0% 15,252 $618K
Integrated Advisors Network LLC 0.03% Reduce -0.2% 14,990 $607K
Checchi Capital Advisers, LLC 0.04% Add +1.2% 14,426 $584K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -6.6% 14,349 $581K
Park Avenue Securities LLC 0.00% Add +26.1% 14,310 $580K
Equitable Holdings, Inc. 0.00% Add +0.3% 14,301 $579K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -54.0% 14,352 $579K
Financial & Tax Architects, LLC 0.12% Reduce -4.6% 14,263 $578K
Wesbanco Bank Inc. 0.01% Reduce -0.7% 14,138 $573K
Sivia Capital Partners, LLC 0.07% No change 14,111 $572K
Inspire Advisors, LLC 0.04% Reduce -19.3% 14,082 $570K
Farther Finance Advisors, LLC 0.00% Add +20.1% 13,976 $566K
Brevan Howard Capital Management LP 0.01% New 13,851 $561K
Brown, Lisle/Cummings, Inc. 0.12% Add +13.2% 13,500 $547K
HUB Investment Partners, LLC 0.01% Add +0.3% 13,467 $546K
Burke & Herbert Bank & Trust Co. 0.13% No change 13,286 $538K
Caliber Wealth Management, LLC / KS 0.05% New 13,186 $534K
Fidelis Capital Partners, LLC 0.03% Add +67.0% 13,110 $531K
Ascent Group, LLC 0.02% Add +0.2% 12,849 $521K
Lewis Asset Management, LLC 0.18% Add +17.3% 12,757 $517K
RNC Capital Management LLC 0.02% Reduce -2.8% 12,674 $513K
Curi Capital, LLC 0.01% Add +5.2% 12,663 $513K
Meeder Advisory Services, Inc. 0.02% Add +6.9% 12,608 $511K
111 Capital 0.09% Reduce -19.3% 12,598 $510K
Crescent Grove Advisors, LLC 0.04% Add +0.6% 12,566 $509K
Allworth Financial LP 0.00% Reduce -5.7% 12,501 $506K
Baron Wealth Management LLC 0.13% Add +2.4% 12,432 $504K
CoreCap Advisors, LLC 0.01% Add +9.2% 12,408 $503K
Hollencrest Capital Management 0.03% Reduce -69.8% 12,318 $499K
Independent Financial Group, LLC 0.01% Reduce -6.5% 12,173 $493K
Yanni & Associates Investment Advisors, LLC 0.45% No change 12,157 $492K
Viewpoint Investment Partners Corp. 0.17% No change 12,184 $492K
Wealth Alliance, LLC 0.04% Add +0.1% 12,125 $491K
Websterrogers Financial Advisors, LLC 0.12% No change 12,026 $487K
Fiera Capital Corp 0.00% No change 11,952 $484K
Spirepoint Private Client, LLC 0.04% Add +5.3% 11,926 $483K
United Capital Financial Advisors, LLC 0.00% Add +14.6% 11,835 $479K
Louisbourg Investments Inc. 0.09% Add +0.9% 11,672 $472K
PDS Planning, Inc 0.03% Add +1.1% 11,656 $472K
Stephens Inc. 0.01% Reduce -7.0% 10,651 $468K
City National Bank of Florida 0.20% New 11,519 $467K
Resources Management Corp. /CT/ 0.06% Reduce -0.1% 11,505 $466K
Gladstone Institutional Advisory LLC 0.01% Add +16.4% 11,497 $466K
Bragg Financial Advisors, Inc 0.01% Reduce -2.1% 11,424 $463K
Sagespring Wealth Partners, LLC 0.01% Add +0.9% 11,401 $462K
First National Bank & Trust Co. of Newtown 0.09% No change 10,306 $458K
Ewing Morris & Co. Investment Partners Ltd. 0.24% Add +4.5% 11,237 $456K
Apella Capital, LLC 0.01% Add +55.9% 10,993 $455K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 11,218 $454K
Bridges Investment Management Inc. 0.01% Reduce -21.4% 11,161 $452K
Peapack Gladstone Financial Corp. 0.01% Add +4.0% 11,016 $446K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -0.6% 10,959 $444K
First Nebraska Trust Co 0.04% No change 10,950 $444K
Councilmark Asset Management, LLC 0.23% No change 10,886 $441K
Atlas Capital Advisors Inc. 0.05% Add +19.7% 10,852 $440K
O'ROURKE & COMPANY, Inc 0.15% Reduce -6.8% 10,771 $436K
Dynamic Technology Lab Private Ltd 0.10% New 10,678 $433K
Marks Group Wealth Management, Inc 0.04% Add +22.4% 10,583 $429K
Grove Bank & Trust 0.04% Add +1039.3% 10,550 $427K
Baader Bank Aktiengesellschaft 0.03% Reduce -18.5% 10,353 $419K
Community Bank & Trust, Waco, Texas 0.08% Add +21.3% 10,348 $419K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -42.0% 10,312 $418K
Personal Cfo Solutions, LLC 0.06% Add +13.9% 10,184 $413K
QRG Capital Management, Inc. 0.00% Add +6.5% 9,989 $405K
Strategic Investment Advisors / MI 0.02% Reduce -2.4% 9,972 $404K
Versant Capital Management, Inc 0.04% Add +9.6% 9,952 $403K
Brighton Jones LLC 0.01% Add +2.0% 9,935 $402K
Fiduciary Wealth Partners, LLC 0.22% No change 9,828 $398K
HCR Wealth Advisors 0.04% New 9,780 $396K
Bridgewater Advisors Inc. 0.02% Add +1.8% 8,829 $393K
OneDigital Investment Advisors LLC 0.00% Add +14.9% 9,682 $392K
Hendershot Investments Inc. 0.05% No change 9,657 $391K
American National Bank & Trust 0.03% No change 9,429 $382K
Wellington-Altus USA Inc. 0.27% Reduce -44.5% 10,319 $382K
Pekin Hardy Strauss, Inc. 0.03% No change 9,424 $382K
Prime Capital Investment Advisors, LLC 0.00% Add +19.4% 9,391 $380K
Greenleaf Trust 0.00% No change 9,371 $380K
Peregrine Asset Advisers, Inc. 0.08% No change 9,350 $379K
Westwood Holdings Group Inc. 0.00% No change 9,343 $378K
GF Fund Management Co. LTD. 0.00% No change 9,279 $376K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -2.2% 9,267 $375K
D.A. Davidson & Co. 0.00% Reduce -2.0% 9,232 $374K
Parallel Advisors, LLC 0.01% Reduce -0.9% 9,202 $373K
Lester Murray Antman dba SimplyRich 0.09% Reduce -0.6% 9,105 $368K
Haven Private, LLC 0.14% Reduce -13.1% 9,053 $367K
Modern Wealth Management, LLC 0.00% Add +14.2% 8,980 $364K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.0% 8,923 $361K
EverSource Wealth Advisors, LLC 0.01% Reduce -40.0% 8,853 $359K
Florida Trust Wealth Management Co 0.01% No change 8,753 $355K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.5% 8,736 $354K
Blue Trust, Inc. 0.00% Add +4.1% 8,726 $353K
Haverford Trust Co 0.00% No change 8,703 $353K
Seven Mile Advisory 0.24% Add +0.5% 8,687 $352K
Two Sigma Securities, LLC 0.03% New 8,650 $350K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -23.2% 8,125 $346K
Wealthspire Advisors, LLC 0.00% Add +45.4% 8,524 $345K
Tower Research Capital LLC (TRC) 0.01% Reduce -73.1% 8,494 $344K
Schonfeld Strategic Advisors LLC 0.00% New 8,489 $344K
Valeo Financial Advisors, LLC 0.01% New 8,476 $343K
Fiduciary Alliance LLC 0.02% Add +26.3% 8,449 $342K
Prudential PLC 0.00% Reduce -91.8% 8,427 $341K
REAP Financial Group, LLC 0.06% No change 8,423 $341K
Silverlake Wealth Management LLC 0.07% Add +17.1% 8,398 $340K
Armstrong Advisory Group, Inc. 0.02% Add +13.2% 8,372 $339K
Global Retirement Partners, LLC 0.01% — 8,329 $337K
OneAscent Financial Services LLC 0.02% No change 8,296 $336K
Old National Bancorp 0.01% No change 8,284 $336K
D'Orazio & Associates, Inc. 0.04% Reduce -16.4% 8,237 $334K
Faithward Advisors, LLC 0.04% Reduce -3.8% 8,093 $328K
Hamilton Wealth, LLC 0.06% No change 8,016 $325K
Rwa Wealth Partners, LLC 0.00% No change 8,014 $325K
Empowered Funds, LLC 0.00% Reduce -68.7% 8,013 $325K
Shelton Capital Management 0.01% Reduce -0.1% 7,826 $317K
Flputnam Investment Management Co. 0.00% Reduce -11.4% 7,811 $316K
Cary Street Partners Financial LLC 0.01% Reduce -0.3% 7,732 $313K
SG Americas Securities, LLC 0.00% Reduce -68.2% 7,604 $308K
Diversify Advisory Services, LLC 0.01% New 6,944 $306K
Diversify Wealth Management, LLC 0.01% Add +5.5% 6,944 $306K
Wealth Quarterback LLC 0.09% Add +0.7% 7,552 $306K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.9% 7,549 $306K
Perigon Wealth Management, LLC 0.00% Reduce -1.1% 7,521 $305K
Center for Financial Planning, Inc. 0.03% Add +0.0% 7,490 $303K
Alaska Wealth Advisors, LLC 0.03% No change 7,469 $303K
Smartleaf Asset Management LLC 0.01% No change 7,348 $299K
Larson Financial Group LLC 0.01% Add +3.3% 7,331 $297K
Greenspring Advisors, LLC 0.02% Add +5.9% 7,330 $297K
ClearAlpha Technologies LP 0.51% Add +4.8% 7,291 $295K
Crewe Advisors LLC 0.02% No change 7,200 $292K
Rehmann Capital Advisory Group 0.01% Add +0.1% 7,157 $290K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -34.9% 7,145 $289K
Dymon Asia Capital (singapore) Pte. LTD. 0.05% New 7,134 $289K
LaFleur & Godfrey LLC 0.03% No change 7,106 $288K
Mitchell & Pahl Private Wealth, LLC 0.11% No change 7,100 $288K
Sigma Planning Corp 0.01% Reduce -0.8% 7,019 $284K
Mustard Seed Financial, LLC 0.15% No change 6,940 $281K
Anchor Investment Management, LLC 0.02% No change 6,900 $280K
FMA Wealth Management, LLC 0.18% No change 6,867 $278K
Lowe Brockenbrough & Co. Inc. 0.01% No change 6,794 $275K
Southland Equity Partners LLC 0.05% Reduce -1.4% 6,779 $275K
Private Management Group Inc. 0.01% Add +8.5% 6,765 $274K
New England Capital Financial Advisors LLC 0.07% Add +13.5% 6,752 $274K
Goelzer Investment Management, Inc. 0.01% No change 6,745 $273K
Cannell & Spears LLC 0.00% No change 6,731 $273K
Plante Moran Financial Advisors, LLC 0.01% No change 6,661 $270K
C M Bidwell & Associates Ltd. 0.11% Reduce -2.7% 6,627 $268K
Beverly Hills Private Wealth, LLC 0.05% Reduce -51.9% 6,610 $268K
J. Safra Sarasin Holding AG 0.00% No change 7,789 $267K
Riverbridge Partners LLC 0.01% New 6,593 $267K
Coldstream Capital Management Inc. 0.00% Reduce -5.7% 6,553 $265K
Saranac Partners Ltd 0.09% Add +36.0% 6,540 $265K
Insight 2811, Inc. 0.11% No change 6,526 $264K
JMN Financial LLC 0.21% Reduce -18.1% 6,515 $264K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -50.5% 6,500 $263K
Verdence Capital Advisors LLC 0.01% No change 6,498 $263K
Trexquant Investment LP 0.00% New 6,490 $263K
Texas Capital Bank Wealth Management Services Inc 0.01% No change 6,462 $262K
Generali Asset Management SPA SGR 0.00% Reduce -92.8% 4,536 $261K
Great Valley Advisor Group, Inc. 0.00% Add +0.0% 6,405 $259K
McHugh Group, LLC 0.13% No change 6,400 $259K
Fisher Asset Management 0.00% Reduce -13.0% 6,385 $259K
Wealthedge Investment Advisors, LLC 0.09% No change 6,367 $258K
HFG Advisors, Inc. 0.16% No change 6,367 $258K
Convergence Financial, LLC 0.02% New 6,348 $257K
Keudell/Morrison Wealth Management 0.05% No change 6,341 $257K
Bar Harbor Wealth Management 0.01% No change 6,340 $257K
Arq Wealth Advisors, LLC 0.03% No change 5,963 $257K
Cornerstone Wealth Management, LLC 0.01% Reduce -8.3% 6,331 $256K
Walleye Capital LLC 0.00% New 6,306 $255K
Sowell Financial Services LLC 0.01% Reduce -0.2% 6,289 $255K
Flagship Harbor Advisors, LLC 0.01% Add +0.3% 6,269 $254K
Belpointe Asset Management LLC 0.01% No change 6,264 $254K
Basecamp Wealth Advisors LLC 0.05% No change 6,195 $251K
Aptus Capital Advisors, LLC 0.00% Add +2.6% 6,183 $250K
Norris Financial Group, LLC 0.10% New 6,165 $250K
Retirement Planning Group, LLC 0.01% Add +0.5% 6,116 $248K
Fox Run Management, L.L.C. 0.04% New 6,073 $246K
Meadow Creek Wealth Advisors LLC 0.15% No change 6,060 $245K
Wayfinding Financial, LLC 0.09% No change 6,044 $244K
Neville Rodie & Shaw Inc. 0.02% No change 6,036 $244K
Estabrook Capital Management 0.03% No change 6,000 $243K
Anchor Capital Advisors LLC 0.01% No change 6,000 $243K
AE Wealth Management LLC 0.00% New 5,963 $242K
Fieldview Capital Management, LLC 0.07% New 5,943 $241K
Tudor Investment Corporation 0.00% New 5,920 $240K
Tradewinds, LLC. 0.05% New 7,000 $239K
Ballentine Partners, LLC 0.00% New 5,875 $238K
GHP Investment Advisors, Inc. 0.01% No change 5,851 $237K
Treasure Coast Financial Planning 0.12% New 5,844 $237K
RFG Advisory, LLC 0.00% New 5,822 $236K
Five Oceans Advisors 0.08% No change 5,817 $236K
Kovack Advisors, Inc. 0.01% Reduce -84.4% 5,793 $235K
Steel Grove Capital Advisors, LLC 0.02% New 5,800 $235K
Rossby Financial, LCC 0.04% Reduce -1.4% 5,794 $235K
Everhart Financial Group, Inc. 0.01% New 5,768 $234K
Second Half Financial Partners, LLC 0.10% New 5,763 $233K
Snowden Capital Advisors LLC 0.01% New 5,739 $232K
Foundations Investment Advisors, LLC 0.00% New 5,735 $232K
Legacy Financial Advisors, Inc. 0.03% New 5,715 $232K
Thoroughbred Financial Services, LLC 0.01% New 5,686 $230K
Confluence Wealth Services, Inc. 0.01% New 5,590 $226K
Joel Isaacson & Co., LLC 0.01% New 5,558 $225K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +17.7% 5,555 $225K
Wealthcare Advisory Partners LLC 0.00% Reduce -25.9% 5,539 $224K
Western Wealth Management, LLC 0.01% Reduce -11.6% 5,475 $222K
Staley Capital Advisers Inc. 0.01% New 5,454 $221K
First Citizens Bank & Trust Co. 0.00% New 5,424 $220K
West Family Investments, Inc. 0.06% New 5,422 $220K
WASHINGTON TRUST Co 0.01% New 5,408 $219K
Westmount Partners, LLC 0.05% New 5,393 $218K
Keynote Financial Services LLC 0.10% New 5,376 $218K
Pitcairn Wealth Advisors LLC 0.02% New 5,257 $213K
Advisory Services Network, LLC 0.00% Add +2.1% 5,250 $213K
Guerra Pan Advisors, LLC 0.12% New 5,219 $211K
Warren Street Wealth Advisors, LLC 0.05% New 5,212 $211K
Stanley-Laman Group, Ltd. 0.02% New 5,204 $211K
Private Trust Co. NA 0.02% Add +5.1% 5,182 $210K
GW Henssler & Associates Ltd. 0.01% New 5,084 $206K
B. Riley Wealth Advisors, Inc. 0.01% New 5,046 $205K
Rowlandmiller & Partners.adv 0.04% No change 5,063 $205K
State of Wyoming 0.02% Reduce -53.0% 5,050 $205K
Rhumbline Advisers 0.00% Reduce -5.5% 5,030 $204K
Prospera Financial Services Inc 0.00% New 5,014 $203K
Swiss Re Ltd. 0.02% Add +1128.4% 5,012 $203K
Income Insurance Ltd 0.12% New 5,007 $203K
Warburton Capital Management, LLC 0.08% New 4,980 $201K
St Germain D J Co. Inc. 0.01% No change 4,939 $200K
Measured Wealth Private Client Group, LLC 0.05% Reduce -36.1% 4,829 $196K
IFG Advisory, LLC 0.01% Add +92.8% 4,819 $195K
First Horizon Corp. 0.01% Add +5.1% 4,784 $194K
Cromwell Holdings LLC 0.09% No change 4,768 $193K
Tompkins Financial Corp. 0.01% No change 4,628 $187K
Harbour Investments, Inc. 0.00% Reduce -7.0% 4,559 $185K
Caitong International Asset Management Co., Ltd 0.03% Add +13129.4% 4,498 $182K
Capula Management Ltd 0.00% Reduce -64.0% 4,351 $176K
HM Payson & Co. 0.00% No change 4,308 $175K
Vestor Capital, LLC 0.01% Add +211.3% 4,100 $162K
Geneos Wealth Management Inc. 0.00% Add +164.4% 3,992 $162K
Private Wealth Asset Management, LLC 0.01% Add +49.7% 3,625 $147K
Sachetta, LLC 0.07% Add +0.6% 3,469 $141K
AdvisorNet Financial, Inc 0.01% Add +10.0% 3,432 $139K
Colonial Trust Advisors 0.01% No change 3,081 $125K
SouthState Bank Corp 0.01% New 3,045 $123K
Avion Wealth 0.02% New 3,059 $123K
SHP Wealth Management 0.01% Add +3.6% 2,849 $115K
Capital Analysts, LLC 0.00% Add +0.6% 2,846 $115K
Cullen/Frost Bankers, Inc. 0.00% No change 2,822 $114K
Creative Financial Designs Inc. 0.01% Add +20.7% 2,749 $111K
Financial Perspectives, Inc 0.03% Add +54.5% 2,728 $111K
Salem Investment Counselors Inc. 0.00% No change 2,709 $110K
IFP Advisors, Inc 0.00% No change 2,650 $107K
Wilmington Savings Fund Society, FSB 0.00% Reduce -12.0% 2,580 $105K
Entrust Financial LLC 0.07% No change 2,543 $103K
UMB Bank, n.a. 0.00% No change 2,502 $101K
Johnson Financial Group, Inc. 0.00% Reduce -61.5% 2,500 $101K
Hughes Financial Services, LLC 0.01% No change 2,477 $100K
Legacy Bridge, LLC 0.03% No change 2,460 $100K
Salomon & Ludwin, LLC 0.01% Reduce -0.4% 2,337 $95K
Vanguard National Trust Co 0.01% No change 2,315 $94K
Danske Bank A/S 0.00% No change 2,298 $93K
RMG Wealth Management LLC 0.01% No change 2,101 $92K
MTM Investment Management, LLC 0.03% Add +0.1% 2,218 $90K
Trust Co. of Vermont 0.00% — 2,208 $89K
Cape Investment Advisory, Inc. 0.02% New 2,165 $88K
Indiana Trust & Investment Management Co 0.02% No change 2,078 $84K
Bfsg, LLC 0.01% Reduce -2.0% 2,062 $84K
Colonial Trust Co / SC 0.01% No change 2,053 $83K
Dorato Capital Management 0.06% No change 2,000 $83K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.7% 2,030 $82K
LRI Investments, LLC 0.01% Reduce -3.3% 2,025 $82K
Tobam 0.02% Add +219.7% 1,429 $82K
Murphy & Mullick Capital Management Corp 0.05% No change 2,014 $82K
Kozak & Associates, Inc. 0.01% No change 2,000 $81K
MCF Advisors LLC 0.00% No change 2,000 $81K
CENTRAL TRUST Co 0.00% No change 1,928 $78K
Caldwell Sutter Capital, Inc. 0.03% No change 1,894 $77K
MidFirst Bank 0.01% No change 1,887 $76K
V-Square Quantitative Management LLC 0.01% No change 1,305 $75K
Nemes Rush Group LLC 0.01% No change 1,839 $74K
SBI Securities Co., Ltd. 0.00% Reduce -24.7% 1,799 $73K
Triumph Capital Management 0.01% Add +0.6% 1,753 $71K
WealthCollab, LLC 0.03% No change 1,740 $70K
LOM Asset Management Ltd 0.02% No change 1,190 $68K
TIAA Wealth Investment Management LLC 0.00% Add +33.5% 1,666 $67K
Southern Michigan Bank & Trust 0.02% No change 1,650 $67K
EFG International AG 0.00% No change 1,650 $67K
PFS Partners, LLC 0.03% No change 1,648 $67K
Barrett & Company, Inc. 0.02% No change 1,535 $62K
Graney & King, LLC 0.02% Reduce -6.9% 1,511 $61K
Golden State Wealth Management, LLC 0.01% Reduce -53.8% 1,484 $60K
Pinnacle Bancorp, Inc. 0.02% Reduce -9.4% 1,479 $60K
Physician Wealth Advisors, Inc. 0.01% Add +1.8% 1,472 $60K
Lanark Financial, Inc. 0.00% Add +7.4% 1,453 $59K
Millstone Evans Group, LLC 0.03% No change 1,420 $58K
NFSG Corp 0.01% No change 1,410 $57K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -11.0% 1,413 $57K
Cary Street Partners Investment Advisory LLC 0.01% Add +19.1% 1,400 $57K
William B. Walkup & Associates, Inc. 0.03% No change 1,368 $55K
Central Pacific Bank - Trust Division 0.01% New 1,368 $55K
Mather Group, Llc. 0.00% No change 1,368 $55K
Security National Bank of Sioux City Iowa 0.02% New 1,364 $55K
JFS Wealth Advisors, LLC 0.00% Add +1.0% 1,331 $54K
Ancora Advisors LLC 0.00% Reduce -22.1% 1,292 $52K
Manchester Capital Management LLC 0.01% No change 1,270 $51K
Continuum Advisory, LLC 0.00% New 1,235 $50K
Hantz Financial Services, Inc. 0.00% Add +62.4% 1,242 $50K
Bare Financial Services, Inc 0.01% Add +27.9% 1,198 $49K
Accordant Advisory Group Inc 0.03% No change 1,182 $48K
Mondrian Investment Partners LTD 0.00% New 831 $48K
Bruce G. Allen Investments, LLC 0.03% No change 1,156 $47K
Silver Grove Financial Group, Inc. 0.02% New 1,127 $46K
Security National Bank of So Dak 0.02% New 1,070 $43K
Institute for Wealth Management, LLC. 0.00% New 1,070 $43K
MV Capital Management, Inc. 0.00% Add +6.4% 1,064 $43K
Parkside Financial Bank & Trust 0.00% No change 1,064 $43K
Oakworth Capital, Inc. 0.00% No change 1,062 $43K
Valued Wealth Advisors LLC 0.02% No change 1,040 $42K
Fortitude Family Office, LLC 0.01% No change 1,035 $42K
Crews Bank & Trust 0.01% No change 998 $40K
Trust Co 0.00% Reduce -27.4% 997 $40K
HHM Wealth Advisors, LLC 0.00% No change 984 $40K
Main Street Group, LTD 0.01% No change 980 $40K
GoalVest Advisory LLC 0.01% Reduce -85.7% 902 $37K
Ameriflex Group, Inc. 0.01% New 900 $36K
Private Wealth Management Group, LLC 0.01% No change 896 $36K
West Financial Advisors, LLC 0.01% No change 875 $35K
Glen Eagle Advisors, LLC 0.00% New 864 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 854 $35K
Caldwell Trust Co 0.00% No change 853 $35K
CGC Financial Services, LLC 0.01% No change 850 $34K
CX Institutional 0.00% No change 851 $34K
Heritage Wealth Advisors 0.00% No change 838 $34K
Pacific Center for Financial Services 0.01% No change 817 $33K
Pin Oak Investment Advisors Inc. 0.02% Add +17.5% 806 $33K
Key Financial Inc 0.01% Add +51.5% 812 $33K
Bank of New Hampshire 0.01% Reduce -83.4% 786 $32K
Sfam, LLC 0.03% No change 775 $31K
Duncker Streett & Co. Inc. 0.01% No change 762 $31K
Groupe la Francaise 0.00% Add +11.1% 750 $30K
Core Alternative Capital 0.01% No change 748 $30K
Blue Bell Private Wealth Management, LLC 0.00% No change 746 $30K
First Pacific Financial 0.00% No change 737 $30K
McGuire Capital Advisors Inc. 0.02% Reduce -28.0% 709 $29K
Basepoint Wealth LLC 0.02% No change 684 $28K
First Bancorp, Inc 0.01% New 648 $26K
Flagship Wealth Advisors, LLC 0.01% No change 643 $26K
Banque Transatlantique SA 0.00% No change 635 $26K
POM Investment Strategies, LLC 0.03% New 632 $26K
Addison Advisors LLC 0.01% Reduce -57.1% 605 $25K
Fortis Group Advisors, LLC 0.00% No change 605 $25K
Cornerstone Planning Group LLC 0.00% No change 543 $23K
Rosenberg Matthew Hamilton 0.00% No change 564 $23K
Smallwood Wealth Investment Management, LLC 0.01% No change 555 $22K
Beacon Investment Advisory Services, Inc. 0.00% No change 550 $22K
Bayforest Capital Ltd 0.02% Add +56.9% 546 $22K
Piscataqua Savings Bank 0.01% No change 545 $22K
Strengthening Families & Communities, LLC 0.00% Add +18.3% 537 $22K
Toth Financial Advisory Corp. 0.00% No change 534 $22K
Asset Dedication, LLC 0.00% Add +42.5% 530 $21K
Harbor Investment Advisory, LLC 0.00% No change 523 $21K
Trust Co. of Toledo NA 0.00% No change 500 $20K
Atlantic Union Bankshares Corp 0.00% Add +28.3% 472 $19K
Bangor Savings Bank 0.00% No change 458 $19K
Vision Retirement, LLC 0.00% Add +0.7% 438 $18K
JPL Wealth Management, LLC 0.00% No change 435 $18K
Bell Investment Advisors, Inc 0.00% No change 430 $17K
Nisa Investment Advisors, LLC 0.00% Add +149.1% 426 $17K
Spire Wealth Management 0.00% Reduce -82.1% 411 $17K
Allied Private Wealth LLC 0.01% — 386 $16K
Union Savings Bank 0.01% No change 390 $16K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 386 $16K
Kilter Group LLC 0.01% Add +237.2% 381 $15K
Financial Management Professionals, Inc. 0.00% No change 379 $15K
Eastern Bank 0.00% No change 378 $15K
Gen-Wealth Partners Inc 0.00% No change 372 $15K
Optiver Holding B.V. 0.00% Add +36300.0% 364 $15K
Strategic Investment Solutions, Inc. 0.00% No change 350 $14K
Valley National Advisers Inc. 0.00% No change 348 $14K
Community Financial Services Group, LLC 0.00% No change 341 $14K
SOA Wealth Advisors, LLC. 0.00% No change 336 $14K
Steigerwald, Gordon & Koch Inc. 0.00% No change 331 $13K
Washington Trust Advisors, Inc. 0.00% No change 330 $13K
Darwin Wealth Management, LLC 0.00% Add +0.6% 326 $13K
Napier Financial, LLC 0.00% No change 311 $13K
United Financial Planning Group LLC 0.01% New 299 $12K
Smithfield Trust Co 0.00% No change 298 $12K
Harbor Asset Planning, Inc. 0.01% No change 295 $12K
Highline Wealth Partners LLC 0.00% No change 294 $12K
True Wealth Design, LLC 0.00% No change 290 $12K
Country Trust Bank 0.00% No change 289 $12K
Centennial Bank 0.00% No change 285 $12K
Leo H. Evart, Inc. 0.01% No change 279 $11K
Glass Jacobson Investment Advisors llc 0.00% New 268 $11K
Cornerstone Financial Management LLC 0.01% Add +57.8% 262 $11K
Wolff Wiese Magana LLC 0.00% No change 260 $11K
Financial Consulate, Inc. 0.00% Add +14.1% 243 $10K
TFC Financial Management, Inc. 0.00% No change 240 $10K
Markowski Investments 0.00% — 232 $9K
Fourth Dimension Wealth, LLC 0.00% Reduce -1.3% 227 $9K
First United Bank & Trust 0.00% Reduce -33.3% 218 $9K
Fiduciary Financial Advisors 0.00% New 214 $9K
Princeton Global Asset Management LLC 0.00% No change 212 $9K
Raffa Wealth Management, LLC 0.00% Add +18.1% 209 $8K
Zions Bancorporation, National Association 0.00% No change 209 $8K
Elevation Wealth Partners, LLC 0.00% New 201 $8K
Nalls Sherbakoff Group, LLC 0.01% No change 180 $7K
CVA Family Office, LLC 0.00% No change 169 $7K
CoreFirst Bank & Trust 0.00% No change 160 $6K
Acumen Wealth Advisors, LLC 0.00% Reduce -11.8% 149 $6K
Group One Trading LLC 0.00% Reduce -97.1% 149 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 160 $6K
SJS Investment Consulting Inc. 0.00% No change 137 $6K
GAMMA Investing LLC 0.00% No change 128 $5K
Corsicana & Co. 0.00% New 126 $5K
Pinney & Scofield, Inc. 0.00% Reduce -84.4% 126 $5K
CKW Financial Group 0.00% No change 118 $5K
North Star Investment Management Corp. 0.00% Add +11.0% 121 $5K
Gilpin Wealth Management, LLC 0.00% No change 115 $5K
Adirondack Trust Co. 0.00% No change 111 $4K
NBT Bank, N.A. 0.00% No change 108 $4K
BOK Financial Private Wealth, Inc. 0.00% New 102 $4K
Prestige Wealth Management Group LLC 0.00% No change 100 $4K
Penserra Capital Management LLC 0.00% No change 105 $4K
Leonteq Securities AG 0.00% Reduce -40.5% 78 $3K
Coston, McIsaac & Partners 0.00% No change 79 $3K
GW&K Investment Management, LLC 0.00% Reduce -2.8% 69 $3K
Essential Partners LLC 0.00% No change 70 $3K
Signature Equity Partners, LLC 0.00% New 63 $3K
Aventura Private Wealth, LLC 0.00% No change 60 $2K
Buck Wealth Strategies, LLC 0.00% New 59 $2K
Stone House Investment Management, LLC 0.00% Add +22.2% 55 $2K
Winch Advisory Services, LLC 0.00% Add +2.0% 50 $2K
Transamerica Financial Advisors, LLC 0.00% Add +75.0% 49 $2K
Quent Capital, LLC 0.00% No change 40 $2K
Godfrey Financial Associates, Inc. 0.00% No change 38 $2K
Bogart Wealth, LLC 0.00% No change 38 $2K
Quarry LP 0.00% New 32 $1K
N.E.W. Advisory Services LLC 0.00% No change 31 $1K
Marshall Investment Management, LLC 0.00% New 17 $689
Essential Investment Partners LLC 0.00% No change 10 $405
Financial Gravity Companies, Inc. 0.00% — 1 $41

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