MSCIMSCI

13F holders, Q3 2024 (September 30)
998holders +62
128new positions
67sold out
12famous investors
$583.19avg. 13F price*

At the end of Q3 2024, 998 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 62 from Q2 2024. 128 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($3.7B) and State Street Corp. ($1.9B). 12 famous investors held it, including Ron Baron (3.3% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.7% of Markel Group's portfolio) and Terry Smith (0.4% of Fundsmith's portfolio).

Company
MSCI Inc.
Sector
Consumer Discretionary
CUSIP
55354G100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions128$511.9M
Exits67$1.1B

All 13F filers, Q2 2024 → Q3 2024: 5,056,223 shares bought and 5,854,178 shares sold, net −797,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 998 holders

Vanguard Group Inc. 0.09% Reduce -0.3% 8,837,144 $5.2B
BlackRock, Inc. 0.08% — 6,301,984 $3.7B
State Street Corp. 0.08% Add +0.4% 3,192,364 $1.9B
Polen Capital Management LLC 3.35% Add +35.0% 2,228,293 $1.3B
Edgewood Management LLC 3.45% Add +16.9% 2,195,639 $1.3B
Baron Capital (BAMCO) 3.34% Reduce -2.6% 2,157,431 $1.3B
Geode Capital Management, LLC 0.09% Add +0.7% 1,862,362 $1.1B
Morgan Stanley 0.08% Add +10.7% 1,846,907 $1.1B
Massachusetts Financial Services Co. 0.28% Add +14.3% 1,587,723 $925.5M
Principal Financial Group Inc. 0.48% Add +2.6% 1,493,534 $870.6M
Capital International Investors 0.14% Reduce -15.7% 1,247,192 $727.0M
Sustainable Growth Advisers, LP 2.84% Reduce -14.3% 1,148,169 $669.3M
Fiera Capital Corp 1.93% Reduce -2.3% 1,098,936 $640.6M
American Century Companies Inc. 0.36% Add +1.6% 1,064,227 $620.4M
Nordea Investment Management AB 0.68% Add +6.1% 1,032,624 $598.4M
Norges Bank 0.08% Add +3.9% 1,010,285 $588.9M
Brown Advisory Inc. 0.66% Reduce -16.1% 902,220 $525.9M
FMR LLC 0.03% Reduce -25.9% 828,127 $482.7M
Northern Trust Corp. 0.07% Reduce -0.3% 735,966 $429.0M
Franklin Resources Inc. 0.11% Reduce -9.8% 620,692 $377.6M
Bank of America Corp. 0.03% Add +6.6% 627,664 $365.9M
JPMorgan Chase & Co. 0.03% Add +4.5% 536,211 $312.6M
Deutsche Bank AG 0.12% Reduce -3.4% 519,306 $302.7M
Legal & General Group Plc 0.08% Reduce -0.9% 516,444 $301.1M
Millennium Management 0.27% Add +77.7% 514,770 $300.1M
Bank of New York Mellon Corp 0.06% Reduce -1.7% 507,333 $295.7M
Goldman Sachs Group Inc. 0.05% Reduce -22.4% 487,542 $284.2M
PineStone Asset Management Inc. 2.73% Add +5.1% 485,020 $282.7M
Charles Schwab Investment Management Inc. 0.05% Add +1.1% 484,011 $282.1M
Two Sigma Advisers, LP 0.66% Add +3.1% 483,300 $281.7M
Barclays PLC 0.12% Reduce -14.3% 466,410 $271.9M
Invesco Ltd. 0.05% Add +27.0% 456,294 $266.0M
T. Rowe Price Associates Inc. 0.03% Reduce -0.7% 448,933 $261.7M
Amundi 0.10% Add +9.3% 434,148 $259.1M
Neuberger Berman Group LLC 0.18% Reduce -10.9% 401,897 $234.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +1.3% 400,308 $233.4M
Royal Bank of Canada 0.04% Add +11.2% 339,416 $197.9M
Flossbach Von Storch SE 0.75% Add +7.6% 327,072 $190.7M
Macquarie Group Ltd. 0.20% Add +71.9% 314,726 $183.5M
Storebrand Asset Management As 0.57% Add +0.1% 308,724 $180.0M
AustralianSuper Pty Ltd 0.84% No change 290,105 $169.1M
California Public Employees Retirement System 0.12% Reduce -16.4% 289,338 $168.7M
Two Sigma Investments, LP 0.39% Reduce -16.8% 283,913 $165.5M
Envestnet Asset Management Inc. 0.05% Add +15.3% 278,913 $162.6M
Temasek Holdings (Private) Ltd 0.66% No change 277,432 $161.7M
Wellington Management Group LLP 0.03% Reduce -16.9% 266,048 $155.1M
Qube Research & Technologies Ltd 0.28% Reduce -9.2% 264,249 $154.0M
Clearbridge Investments, LLC 0.12% Add +3595.5% 262,937 $153.3M
Dimensional Fund Advisors LP 0.04% Add +2.8% 261,447 $152.4M
Public Employees Retirement Association of Colorado 0.58% Reduce -0.1% 252,373 $147.1M
Russell Investments Group, Ltd. 0.21% Add +49.2% 247,313 $144.0M
Nuveen Asset Management, LLC 0.04% Reduce -3.0% 237,857 $138.7M
Panagora Asset Management Inc. 0.65% Reduce -0.8% 234,470 $136.7M
Ameriprise Financial Inc. 0.04% Reduce -17.0% 232,825 $135.7M
Intermede Investment Partners Ltd 2.81% New 230,633 $134.4M
Ownership Capital B.V. 4.18% Reduce -17.6% 224,156 $130.7M
Wells Fargo & Company 0.03% Add +36.9% 218,026 $127.1M
Alliancebernstein L.P. 0.04% Reduce -1.4% 209,057 $121.9M
Ako Capital LLP 1.57% Reduce -55.4% 206,096 $120.1M
Findlay Park Partners LLP 1.11% Reduce -1.0% 201,300 $117.3M
Los Angeles Capital Management LLC 0.47% Add +17.3% 199,710 $116.4M
Schroder Investment Management Group 0.12% Reduce -26.0% 191,989 $111.9M
UBS Group AG 0.03% Add +3.5% 189,241 $110.3M
Bristol Gate Capital Partners Inc. 5.04% Reduce -0.1% 188,730 $110.0M
EULAV Asset Management 2.67% Add +8.5% 188,457 $109.9M
Arrowstreet Capital, Limited Partnership 0.09% Add +26.9% 188,330 $109.8M
HSBC Holdings PLC 0.07% Reduce -19.6% 186,417 $108.5M
Eagle Asset Management Inc. 0.54% Reduce -33.7% 179,325 $106.5M
Durable Capital Partners LP 0.77% Reduce -43.0% 180,610 $105.3M
Nomura Asset Management Co. Ltd. 0.32% Reduce -8.6% 178,714 $104.2M
Baird Financial Group, Inc. 0.20% Reduce -8.8% 177,718 $103.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +2.9% 176,205 $102.7M
Kayne Anderson Rudnick Investment Management LLC 0.23% Add +12758.5% 175,775 $102.5M
National Pension Service 0.10% Add +5.7% 173,878 $101.4M
Sei Investments Co. 0.13% Add +17.5% 173,646 $101.2M
D. E. Shaw & Co. 0.14% Add +245.7% 169,018 $98.5M
Bowie Capital Management, LLC 5.53% Add +4.8% 168,357 $98.1M
Fundsmith 0.38% No change 166,619 $97.1M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -1.7% 160,245 $93.4M
Swedbank AB 0.11% Reduce -0.7% 154,107 $89.8M
Westfield Capital Management Co. LP 0.41% Add +20.2% 153,943 $89.7M
Rhumbline Advisers 0.08% Reduce -2.1% 152,239 $88.7M
BNP Paribas Financial Markets 0.09% Add +10.2% 151,514 $88.3M
Fisher Asset Management 0.03% Reduce -5.7% 144,928 $84.5M
Markel Group 0.75% No change 142,850 $83.3M
Renaissance Technologies 0.12% New 136,121 $79.3M
Assenagon Asset Management S.A. 0.16% Add +358.3% 133,636 $77.9M
Bank of Montreal 0.04% Add +6.0% 132,222 $76.2M
Manning & Napier Advisors LLC 0.84% Reduce -31.6% 130,284 $75.9M
California State Teachers Retirement System 0.09% Add +0.3% 128,025 $74.6M
Raymond James & Associates 0.05% Add +5.5% 127,021 $74.0M
Voloridge Investment Management, LLC 0.26% Reduce -3.2% 123,366 $71.9M
Aviva PLC 0.18% Add +1.6% 121,033 $70.6M
Prudential Financial Inc. 0.10% Add +40.0% 120,086 $70.0M
Quantinno Capital Management LP 0.89% Add +0.4% 117,078 $68.2M
GFI Investment Counsel Ltd. 7.80% Add +1.3% 115,372 $67.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +7.1% 113,097 $65.9M
Man Group plc 0.19% Add +213.3% 111,118 $64.8M
Ycg, LLC 4.82% Add +0.8% 107,177 $62.5M
HighTower Advisors, LLC 0.09% Reduce -2.3% 103,138 $60.1M
C WorldWide Group Holding A/S 0.62% Reduce -0.4% 102,317 $59.6M
Champlain Investment Partners, LLC 0.34% New 96,240 $56.1M
Aberdeen Group plc 0.10% Add +1.0% 93,903 $54.3M
AQR Capital Management 0.07% Add +53.2% 93,980 $54.0M
Citadel Advisors 0.06% Add +51.2% 92,048 $53.7M
Federated Hermes, Inc. 0.11% Add +0.2% 88,866 $51.8M
NFJ Investment Group, LLC 1.51% Reduce -3.3% 88,522 $51.6M
Frontier Capital Management Co. LLC 0.44% Reduce -2.6% 80,713 $47.1M
Quantum Capital Management, LLC / NJ 4.76% Add +8.7% 78,758 $45.9M
STRS Ohio 0.18% Add +18.1% 78,300 $45.6M
Loomis Sayles & Co. L P 0.06% Reduce -34.5% 77,801 $45.4M
Citigroup Inc. 0.04% Reduce -1.0% 77,220 $45.0M
Corient Private Wealth LP 0.07% Add +1.1% 76,966 $44.9M
New York State Teachers Retirement System 0.09% Reduce -4.4% 76,232 $44.4M
Skandinaviska Enskilda Banken AB (publ) 0.20% Add +8.6% 75,949 $44.3M
Capital Group Private Client Services, Inc. 0.42% Reduce -23.1% 75,622 $44.1M
NS Partners Ltd 1.84% Add +2.1% 74,721 $43.6M
State Board of Administration of Florida Retirement System 0.08% Reduce -1.1% 74,489 $43.4M
Adage Capital Partners Gp, L.L.C. 0.08% Add +12.3% 74,100 $43.2M
Baskin Financial Services Inc. 3.46% Add +0.3% 72,493 $42.3M
DF Dent & Co. Inc. 0.50% Add +49.7% 69,860 $40.7M
CIBC Private Wealth Group LLC 0.07% Add +0.3% 68,482 $39.9M
Kornitzer Capital Management Inc. 0.74% Add +0.9% 68,164 $39.7M
National Bank of Canada 0.05% Add +59.1% 68,147 $39.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +906.0% 67,268 $39.2M
Danske Bank A/S 0.13% Add +132.0% 67,111 $39.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -3.8% 65,860 $38.4M
Natixis Advisors, LLC 0.07% Add +17.6% 64,524 $37.6M
CIBC Asset Management Inc 0.12% Reduce -0.5% 62,834 $36.6M
Vaughan Nelson Investment Management, L.P. 0.32% Add +17.6% 61,255 $35.7M
Canada Pension Plan Investment Board 0.03% Add +4.1% 60,547 $35.3M
New York State Common Retirement Fund 0.05% Reduce -17.6% 59,714 $34.8M
Rathbones Group PLC 0.17% Add +257.4% 57,618 $33.6M
Select Equity Group, L.P. 0.12% Reduce -21.2% 55,863 $32.6M
DekaBank Deutsche Girozentrale 0.06% Reduce -5.6% 55,423 $31.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.27% Add +34.4% 54,462 $31.7M
Marshall Wace, LLP 0.04% Add +2864.9% 53,516 $31.2M
Allianz Asset Management GmbH 0.05% Reduce -54.6% 53,193 $31.0M
Victory Capital Management Inc. 0.03% Reduce -4.2% 52,679 $30.7M
Gateway Investment Advisers LLC 0.33% Reduce -0.0% 52,118 $30.4M
CANADA LIFE ASSURANCE Co 0.05% Add +3.8% 51,538 $30.1M
Manufacturers Life Insurance Company, The 0.03% Add +0.4% 51,116 $29.8M
Ensign Peak Advisors, Inc 0.05% Reduce -5.5% 50,266 $29.3M
Jane Street Group, LLC 0.05% Add +7.7% 49,831 $29.0M
Tokio Marine Asset Management Co. Ltd. 1.26% Add +1.0% 49,456 $28.8M
Townsquare Capital LLC 0.34% Add +54.0% 48,720 $28.4M
AXA S.A. 0.08% Reduce -27.3% 46,249 $27.0M
Candlestick Capital Management LP 1.09% New 45,740 $26.7M
Robeco Institutional Asset Management B.V. 0.05% Add +1.8% 45,550 $26.6M
State of Wisconsin Investment Board 0.07% Add +1.2% 45,480 $26.5M
Credit Agricole S A 0.14% Add +103.6% 45,118 $26.3M
Voya Investment Management LLC 0.03% Reduce -7.9% 43,628 $25.4M
Petrus Trust Company, LTA 2.46% Reduce -0.2% 43,288 $25.2M
Wilson Asset Management (international) PTY Ltd. 5.91% Add +7.4% 41,783 $24.4M
Oribel Capital Management, LP 2.62% New 41,200 $24.0M
Investment Management Corp of Ontario 0.52% Add +2.0% 40,119 $23.4M
LPL Financial LLC 0.01% Add +34.3% 40,054 $23.3M
Hantz Financial Services, Inc. 0.41% Add +57.9% 39,510 $23.0M
Toronto Dominion Bank 0.04% Add +1.4% 39,233 $22.9M
Dock Street Asset Management Inc. 3.06% Add +4.2% 38,941 $22.7M
Tudor Investment Corporation 0.25% Reduce -38.8% 38,436 $22.4M
State of Michigan Retirement System 0.11% Reduce -0.8% 38,302 $22.3M
Junto Capital Management LP 0.50% New 38,143 $22.2M
Oppenheimer Asset Management Inc. 0.27% Add +39.9% 38,101 $22.2M
Pictet Asset Management Holding SA 0.02% Reduce -8.1% 36,869 $21.5M
Parnassus Investments, LLC 0.04% Add +27.8% 36,002 $21.0M
Thrivent Financial for Lutherans 0.04% Reduce -32.9% 35,776 $20.9M
Ossiam 0.40% Add +428.8% 35,675 $20.8M
Vontobel Holding Ltd. 0.07% Reduce -0.2% 35,607 $20.8M
Capital International, Inc. 0.26% Reduce -2.5% 35,386 $20.6M
Korea Investment CORP 0.05% Reduce -38.5% 35,370 $20.6M
W1M Asset Management Ltd 1.62% Add +14.4% 34,967 $20.4M
Treasurer of the State of North Carolina 0.08% No change 34,379 $20.0M
Public Employees Retirement System of Ohio 0.09% Reduce -9.4% 34,158 $19.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.18% Reduce -0.7% 33,580 $19.8M
TD Asset Management Inc 0.02% Reduce -0.4% 33,714 $19.4M
Coalescence Partners Investment Management, LP 8.72% No change 33,014 $19.2M
Fayez Sarofim & Co 0.05% Add +46.1% 31,765 $18.5M
Royal London Asset Management Ltd. 0.04% Add +9.0% 31,141 $18.2M
Gillson Capital LP 1.65% New 31,099 $18.1M
Eventide Asset Management, LLC 0.31% Reduce -6.8% 31,001 $18.1M
Copeland Capital Management, LLC 0.31% Reduce -3.9% 30,898 $18.0M
Asset Management One Co., Ltd. 0.06% Add +2.8% 30,515 $17.8M
Boston Financial Mangement LLC 0.53% Reduce -0.9% 30,264 $17.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +3.2% 30,233 $17.6M
Texas Yale Capital Corp. 0.76% Reduce -0.1% 29,962 $17.5M
Pittenger & Anderson Inc. 0.65% Reduce -0.3% 29,552 $17.2M
State of New Jersey Common Pension Fund D 0.07% No change 29,203 $17.0M
Castleark Management LLC 0.69% Reduce -1.4% 29,120 $17.0M
Stifel Financial Corp. 0.02% Add +10.5% 28,791 $16.8M
Glenmede Trust Co. NA 0.08% Add +51.2% 28,148 $16.4M
Vancity Investment Management Ltd 1.96% Reduce -47.6% 28,054 $16.4M
Williams Jones Wealth Management, LLC. 0.19% Reduce -45.9% 27,960 $16.3M
Worldquant Millennium Advisors LLC 0.12% Add +181.3% 27,805 $16.2M
Orion Porfolio Solutions, LLC 0.16% Reduce -7.6% 27,605 $16.1M
Orion Portfolio Solutions, LLC 0.16% Reduce -7.6% 27,605 $16.1M
Natixis 0.10% Add +341.9% 26,821 $15.6M
Rafferty Asset Management, LLC 0.05% Reduce -4.3% 26,666 $15.5M
HUB Investment Partners, LLC 0.67% Reduce -2.3% 26,299 $15.3M
Teacher Retirement System of Texas 0.07% Add +1590.6% 26,035 $15.2M
Nisa Investment Advisors, LLC 0.09% Reduce -0.4% 25,952 $15.1M
Comerica Bank 0.06% Add +7.7% 25,898 $15.1M
APG Asset Management N.V. 0.10% Reduce -90.9% 28,678 $15.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -1.9% 25,739 $15.0M
FIL Ltd 0.01% Add +21.0% 24,808 $14.5M
Cubist Systematic Strategies, LLC 0.22% New 24,508 $14.3M
B. Metzler seel. Sohn & Co. Holding AG 0.14% — 24,154 $14.1M
B. Metzler seel. Sohn & Co. AG 0.14% Add +12.5% 24,154 $14.1M
Candriam S.C.A. 0.08% Add +235.2% 23,879 $13.9M
Forsta Ap-Fonden 0.11% Add +4.4% 23,800 $13.9M
Canoe Financial LP 0.32% Reduce -83.7% 23,254 $13.4M
Arizona State Retirement System 0.08% Reduce -1.1% 22,715 $13.2M
MetLife Investment Management, LLC 0.07% Reduce -3.0% 22,447 $13.1M
Handelsbanken Fonder AB 0.05% Add +3.3% 22,404 $13.1M
State of Tennessee, Department of Treasury 0.05% Reduce -19.6% 22,263 $13.0M
Westwind Capital 3.11% Add +11578.7% 21,956 $12.8M
Mogy Joel R Investment Counsel Inc. 0.78% Add +12.4% 21,912 $12.8M
Trillium Asset Management, LLC 0.31% Reduce -3.5% 21,433 $12.5M
Corebridge Financial, Inc. 0.07% Reduce -3.7% 21,305 $12.4M
HRT Financial LP 0.06% Add +147.0% 21,249 $12.4M
Marks Group Wealth Management, Inc 1.17% Add +6.2% 20,965 $12.2M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.57% No change 23,300 $12.2M
Vinva Investment Management Ltd 0.51% Add +4.7% 20,844 $12.0M
Commerce Bank 0.07% Reduce -4.0% 20,292 $11.8M
Lombard Odier Asset Management (Europe) Ltd 0.78% Add +72.4% 20,266 $11.8M
Moran Wealth Management, LLC 0.36% Add +1.1% 20,123 $11.7M
RBF Capital, LLC 0.60% No change 20,000 $11.7M
Taikang Asset Management (Hong Kong) Co Ltd 1.21% Add +82.8% 19,774 $11.5M
Walter Public Investments Inc. 2.00% Reduce -19.1% 19,631 $11.4M
Bank of Nova Scotia 0.02% Reduce -30.6% 19,596 $11.4M
Schonfeld Strategic Advisors LLC 0.09% Add +626.8% 19,376 $11.3M
Mariner, LLC 0.02% Add +8.9% 19,332 $11.3M
Xponance LLC 0.11% Reduce -9.9% 19,257 $11.2M
Azimuth Capital Investment Management LLC 0.43% Reduce -4.1% 19,213 $11.2M
Overbrook Management Corp 2.57% Add +2.7% 19,192 $11.2M
First Horizon Advisors, Inc. 0.31% Add +4.8% 18,959 $11.1M
TCW Group Inc. 0.10% Reduce -2.8% 18,959 $11.1M
Truist Financial Corp. 0.02% Reduce -35.5% 18,928 $11.0M
Empower Advisory Group, LLC 0.04% Reduce -0.9% 18,872 $11.0M
United Capital Financial Advisors, LLC 0.09% Add +1.7% 18,870 $11.0M
BNP Paribas 0.45% Reduce -6.2% 18,785 $10.9M
Capital Fund Management S.A. 0.12% New 18,655 $10.9M
Montanaro Asset Management Ltd 1.93% Reduce -39.0% 18,600 $10.8M
Adams Diversified Equity Fund, Inc. 0.40% New 18,600 $10.8M
Jefferies Financial Group Inc. 0.19% Reduce -20.2% 18,292 $10.7M
Fred Alger Management, LLC 0.05% Add +69.5% 18,037 $10.5M
Acadian Asset Management LLC 0.03% Add +63.9% 17,916 $10.4M
Hudson Bay Capital Management LP 0.08% New 17,578 $10.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +6.7% 17,538 $10.2M
PNC Financial Services Group, Inc. 0.01% Add +6.3% 17,534 $10.2M
BDF-Gestion 1.09% No change 3,017 $10.2M
Cerity Partners LLC 0.02% Add +31.3% 17,329 $10.1M
Atria Investments, Inc 0.13% Add +21.9% 17,258 $10.1M
M&G PLC 0.06% New 17,230 $10.0M
Retirement Systems of Alabama 0.04% Reduce -1.6% 17,197 $10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -1.6% 17,121 $10.0M
First Long Island Investors, LLC 0.78% Add +2.3% 16,990 $9.9M
USS Investment Management Ltd 0.07% Add +0.2% 16,532 $9.6M
Progressive Investment Management Corp 2.45% Reduce -1.2% 16,357 $9.5M
Amalgamated Bank 0.08% Reduce -0.6% 16,335 $9.5M
ProShare Advisors LLC 0.02% Reduce -5.3% 16,307 $9.5M
Stony Point Capital LLC 2.26% New 16,207 $9.4M
Czech National Bank 0.09% Add +6.1% 16,021 $9.3M
2Xideas AG 1.25% Reduce -21.4% 15,932 $9.3M
IFM Investors Pty Ltd 0.09% Add +0.0% 15,878 $9.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% — 15,710 $9.2M
Sterling Capital Management LLC 0.12% — 15,509 $9.0M
Pathstone Holdings, LLC 0.04% Reduce -1.9% 15,241 $8.9M
Cibc World Markets Corp. 0.06% Add +0.3% 15,239 $8.9M
Thematics Asset Management 0.35% Reduce -8.0% 15,201 $8.9M
Cresset Asset Management, LLC 0.03% Add +15.5% 14,890 $8.7M
Motley Fool Wealth Management, LLC 0.43% Reduce -1.5% 14,690 $8.6M
Strategic Global Advisors, LLC 1.66% Reduce -1.0% 14,429 $8.4M
Texas Capital Bank Wealth Management Services Inc 0.80% Add +1.9% 14,023 $8.2M
Engineers Gate Manager LP 0.16% Add +24.8% 13,950 $8.1M
Crestline Management, L.P. 0.46% Reduce -15.7% 13,860 $8.1M
Public Sector Pension Investment Board 0.04% Add +2.9% 13,776 $8.0M
Campbell & CO Investment Adviser LLC 0.60% Add +153.8% 13,726 $8.0M
Silvant Capital Management LLC 0.35% No change 13,603 $7.9M
Susquehanna International Group, LLP 0.01% Reduce -73.8% 13,550 $7.9M
Ascent Wealth Partners, LLC 1.09% Add +29.7% 13,449 $7.8M
EFG Asset Management (Americas) Corp. 1.52% Add +9.3% 13,319 $7.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -12.9% 13,217 $7.7M
Daiwa Securities Group Inc. 0.04% Add +35.1% 13,130 $7.7M
DNB Asset Management AS 0.03% Add +7.9% 13,083 $7.6M
Utah Retirement Systems 0.08% Add +1.2% 12,754 $7.4M
Middleton & Co. Inc. 0.82% Add +0.6% 12,703 $7.4M
M&T Bank Corp 0.02% Reduce -15.3% 12,697 $7.4M
Brevan Howard Capital Management LP 0.36% Add +155.3% 12,387 $7.2M
Tidal Investments LLC 0.08% Add +76.3% 12,209 $7.1M
KBC Group NV 0.02% Add +11.8% 12,208 $7.1M
Edmond DE Rothschild Holding S.A. 0.11% Add +1593.7% 12,161 $7.1M
Modera Wealth Management, LLC 0.09% Reduce -0.2% 11,974 $7.0M
AMG National Trust Bank 0.19% Add +1.3% 11,925 $7.0M
Andra AP-fonden 0.10% Add +17.8% 11,900 $6.9M
O'shaughnessy Asset Management, LLC 0.06% Add +20.0% 11,212 $6.8M
New York Life Investment Management LLC 0.07% Reduce -2.1% 11,593 $6.8M
State of Alaska, Department of Revenue 0.07% Add +4.8% 11,515 $6.7M
Heron Bay Capital Management 1.41% Reduce -6.9% 11,512 $6.7M
Evoke Wealth, LLC 0.18% New 11,480 $6.7M
NewEdge Advisors, LLC 0.04% Add +33.0% 11,259 $6.6M
United Services Automobile Association 0.17% Reduce -17.6% 11,214 $6.5M
Creative Planning 0.01% Add +15.6% 11,090 $6.5M
Bellwether Advisors, LLC 1.24% New 11,050 $6.4M
Lazard Asset Management LLC 0.01% Reduce -47.9% 10,711 $6.2M
Cetera Investment Advisers 0.01% Add +14.0% 10,642 $6.2M
Logan Capital Management Inc. 0.26% Reduce -0.4% 10,637 $6.2M
Marsico Capital Management LLC 0.17% Reduce -45.5% 10,594 $6.2M
Mackenzie Financial Corp. 0.01% Reduce -6.7% 10,535 $6.1M
Jensen Investment Management Inc. 0.05% Add +11.7% 10,350 $6.0M
Cape Cod Five Cents Savings Bank 0.55% Add +1.9% 10,220 $6.0M
Fernwood Investment Management, LLC 1.94% Reduce -0.5% 10,211 $6.0M
Advisors Capital Management, LLC 0.10% Add +2.3% 10,081 $5.9M
Baldwin Wealth Partners LLC 0.39% Add +0.9% 9,897 $5.8M
Totem Point Management, LLC 6.04% New 9,806 $5.7M
Caisse de depot et placement du Quebec 0.01% New 9,800 $5.7M
Point72 Hong Kong Ltd 0.41% New 9,777 $5.7M
Northwest & Ethical Investments L.P. 0.15% Add +10.3% 9,702 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -3.0% 9,686 $5.6M
Janus Henderson Group PLC 0.00% Add +2.0% 9,645 $5.6M
Nissay Asset Management Corp. /Japan 0.04% Reduce -2.7% 9,620 $5.6M
Yousif Capital Management, LLC 0.06% Reduce -2.0% 9,582 $5.6M
ExodusPoint Capital Management, LP 0.06% Reduce -27.2% 9,519 $5.5M
Donaldson Capital Management, LLC 0.21% Add +2.3% 9,461 $5.5M
LGT Group Foundation 0.09% Add +1.0% 9,170 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -23.2% 9,272 $5.4M
Financial Counselors Inc. 0.08% Add +0.6% 9,241 $5.4M
Inspire Investing, LLC 0.54% Reduce -10.4% 8,982 $5.2M
Boothbay Fund Management, LLC 0.17% Add +401.1% 8,970 $5.2M
Squarepoint Ops LLC 0.02% Reduce -87.0% 8,906 $5.2M
Level Four Advisory Services, LLC 0.22% Reduce -0.3% 8,952 $5.1M
Bell Asset Management Ltd 0.94% Reduce -44.2% 8,772 $5.1M
Empire Life Investments Inc. 0.31% Reduce -1.1% 8,746 $5.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +15.3% 8,594 $5.0M
Point72 Europe (London) LLP 0.42% New 8,500 $5.0M
Jump Financial, LLC 0.10% Add +3.6% 8,376 $4.9M
Quadrature Capital Ltd 0.11% Reduce -45.3% 8,284 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.2% 8,207 $4.8M
Aquatic Capital Management LLC 0.12% Add +15.9% 8,160 $4.8M
Fortis Capital Management LLC 0.95% Reduce -6.8% 8,076 $4.7M
Clear Harbor Asset Management, LLC 0.39% Add +1.8% 8,052 $4.7M
Portside Wealth Group, LLC 0.77% Add +55.9% 7,699 $4.5M
Cibc World Market Inc. 0.01% Reduce -5.3% 7,640 $4.5M
Alberta Investment Management Corp 0.04% Add +261.9% 7,600 $4.4M
Steward Partners Investment Advisory, LLC 0.04% Add +153.5% 7,458 $4.3M
Roundview Capital LLC 0.31% Add +3.6% 7,418 $4.3M
Alps Advisors Inc. 0.03% Add +54.0% 7,357 $4.3M
B & T Capital Management DBA Alpha Capital Management 0.79% Add +1.6% 7,212 $4.2M
Yacktman Asset Management 0.04% No change 7,110 $4.1M
Avanda Investment Management Pte. Ltd. 0.81% Reduce -54.3% 7,102 $4.1M
DAVENPORT & Co LLC 0.02% Add +0.6% 7,140 $4.1M
Vident Advisory, LLC 0.10% Reduce -26.6% 6,942 $4.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.6% 6,910 $4.0M
Focus Partners Wealth 0.01% Reduce -68.7% 6,904 $4.0M
Mediolanum International Funds Ltd 0.06% Add +4.1% 6,863 $3.9M
Oregon Public Employees Retirement Fund 0.07% Reduce -1.2% 6,711 $3.9M
First Foundation Advisors 0.15% Add +18.3% 6,641 $3.9M
Knollwood Investment Advisory, LLC 0.41% No change 6,597 $3.8M
Fifth Third Bancorp 0.01% Reduce -5.4% 6,587 $3.8M
Tsai Capital Corp 3.09% Reduce -7.1% 6,512 $3.8M
Ethic Inc. 0.10% Reduce -3.9% 6,753 $3.8M
Sanctuary Advisors, LLC 0.02% Add +66.1% 6,412 $3.8M
Verition Fund Management LLC 0.03% Add +76.0% 6,478 $3.8M
Solidarity Wealth, LLC 1.01% No change 6,400 $3.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -4.2% 6,327 $3.7M
Assetmark, Inc. 0.01% Reduce -1.2% 6,248 $3.6M
Ieq Capital, LLC 0.04% Add +20.6% 6,236 $3.6M
Walleye Capital LLC 0.04% Reduce -21.7% 6,233 $3.6M
Keystone Investors Pte Ltd. 0.26% Add +34.6% 6,212 $3.6M
Icon Wealth Advisors, LLC 0.30% Add +54.3% 6,160 $3.6M
MML Investors Services, LLC 0.01% Reduce -22.5% 6,140 $3.6M
PGGM Investments 0.05% Reduce -8.2% 6,095 $3.6M
Scotia Capital Inc. 0.02% Add +5.5% 6,049 $3.5M
Vanderbilt University 0.65% New 6,044 $3.5M
FourThought Financial Partners, LLC 0.41% Add +7.5% 5,926 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -6.3% 5,920 $3.5M
Lecap Asset Management Ltd. 0.74% Add +55.9% 5,874 $3.4M
Pacer Advisors, Inc. 0.01% Add +4.1% 5,842 $3.4M
Algert Global LLC 0.09% Add +1127.9% 5,759 $3.4M
T. Rowe Price Investment Management, Inc. 0.00% Add +26.9% 5,638 $3.3M
Sustainable Insight Capital Management, LLC 1.48% Reduce -22.0% 5,615 $3.3M
Alamar Capital Management, LLC 1.78% Reduce -0.4% 5,518 $3.2M
Synovus Financial Corp. 0.04% Reduce -4.9% 5,517 $3.2M
Kentucky Retirement Systems 0.09% Reduce -8.2% 5,479 $3.2M
Choate Investment Advisors 0.08% New 5,399 $3.2M
iA Global Asset Management Inc. 0.06% Reduce -68.1% 5,457 $3.2M
1832 Asset Management L.P. 0.01% Reduce -30.8% 5,400 $3.1M
Alliance Wealth Advisors, LLC 0.83% Add +53.6% 5,385 $3.1M
Kestra Advisory Services, LLC 0.02% Reduce -16.2% 5,280 $3.1M
Wealthfront Advisers LLC 0.01% Add +6.2% 5,206 $3.0M
Kingfisher Capital LLC 0.69% Reduce -5.3% 5,170 $3.0M
UniSuper Management Pty Ltd 0.02% Add +0.3% 5,158 $3.0M
Mizuho Securities USA LLC 0.06% Reduce -16.4% 5,100 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -20.3% 5,098 $3.0M
K.J. Harrison & Partners Inc 0.45% No change 4,916 $3.0M
Hartford Investment Management Co. 0.09% Reduce -2.6% 4,946 $2.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +17.8% 4,995 $2.9M
Cornerstone Advisors, LLC 0.11% No change 4,900 $2.9M
Ghe, LLC 1.07% Add +11.9% 5,472 $2.9M
Graham Capital Management, L.P. 0.15% New 4,852 $2.8M
Norden Group LLC 0.33% Add +188.2% 4,838 $2.8M
Entropy Technologies, LP 0.29% Add +50.3% 4,790 $2.8M
Investidor Profissional Gestao de Recursos Ltda. 2.51% Reduce -6.9% 4,788 $2.8M
Interval Partners, LP 0.08% New 4,734 $2.8M
Tocqueville Asset Management L.P. 0.04% Reduce -2.8% 4,676 $2.7M
Two Sigma Securities, LLC 0.21% Add +21.1% 4,673 $2.7M
Freedom Day Solutions, LLC 0.83% Add +1.1% 4,577 $2.7M
LGT Fund Management Co Ltd. 0.27% Add +3.0% 4,456 $2.6M
US Bancorp \de 0.00% Reduce -6.3% 4,468 $2.6M
Quantbot Technologies LP 0.10% Reduce -33.5% 4,456 $2.6M
MV Capital Management, Inc. 0.27% Add +13.5% 4,410 $2.6M
Sumitomo Life Insurance Co. 0.05% Add +1.7% 4,404 $2.6M
Crossmark Global Holdings, Inc. 0.05% Reduce -9.8% 4,405 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -2.2% 4,400 $2.6M
Maryland State Retirement & Pension System 0.05% Reduce -26.0% 4,390 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -4.8% 4,337 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -13.2% 4,302 $2.5M
E. Ohman J:or Asset Management AB 0.06% Reduce -6.9% 4,288 $2.5M
Plato Investment Management Ltd 0.20% Add +0.1% 4,285 $2.5M
Norinchukin Bank, The 0.06% Add +10.4% 4,143 $2.4M
Value Partners Investments Inc. 0.20% Add +5.8% 4,134 $2.4M
Canandaigua National Bank & Trust Co. 0.23% Add +10.3% 4,134 $2.4M
Oak Thistle LLC 0.77% Add +86.3% 4,079 $2.4M
CreativeOne Wealth, LLC 0.08% Add +10.8% 4,078 $2.4M
Allianz SE 0.06% No change 4,075 $2.4M
Dakota Wealth Management 0.05% Add +1.3% 4,075 $2.4M
Prana Capital Management, LP 0.11% New 4,058 $2.4M
Centiva Capital, LP 0.11% Add +96.7% 4,049 $2.4M
Swiss Life Asset Management Ltd 0.03% Reduce -0.6% 4,027 $2.3M
Twin Tree Management, LP 0.05% New 4,019 $2.3M
Delta Investment Management, LLC 0.48% Reduce -12.7% 4,012 $2.3M
Abn Amro Investment Solutions 0.04% Reduce -30.2% 4,008 $2.3M
Headlands Technologies LLC 0.27% Reduce -59.3% 3,966 $2.3M
ING Groep NV 0.01% New 3,964 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +37.2% 3,963 $2.3M
Tower Research Capital LLC (TRC) 0.06% Reduce -37.3% 3,941 $2.3M
Bokf, NA 0.04% Reduce -5.0% 3,899 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -2.5% 3,900 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.4% 3,878 $2.3M
Aurora Investment Managers, LLC. 1.44% Reduce -3.0% 3,845 $2.2M
Kirtland Hills Capital Management, LLC 1.23% Add +15.6% 3,834 $2.2M
Cwm, LLC 0.01% Add +50.3% 3,818 $2.2M
Point72 (DIFC) Ltd 0.17% New 3,809 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% Add +548.9% 3,783 $2.2M
Grove Bank & Trust 0.33% Add +52.4% 3,779 $2.2M
Shelton Capital Management 0.06% Reduce -50.2% 3,768 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.0% 3,741 $2.2M
Dash Acquisitions Inc. 0.53% Add +9.6% 3,703 $2.2M
Dynasty Wealth Management, LLC 0.06% Add +33.2% 3,683 $2.1M
Verdence Capital Advisors LLC 0.17% Add +27.9% 3,667 $2.1M
Capital International Sarl 0.05% Reduce -16.4% 3,657 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -6.6% 3,609 $2.1M
Greenleaf Trust 0.02% Add +36.9% 3,596 $2.1M
AlphaQuest LLC 0.19% Add +4032.2% 3,595 $2.1M
Bessemer Group Inc. 0.00% Add +7.0% 3,571 $2.1M
Garrison Asset Management, LLC 1.06% Reduce -0.4% 3,569 $2.1M
PFG Advisors 0.13% Add +1.4% 3,463 $2.0M
Apollon Wealth Management, LLC 0.06% Reduce -2.5% 3,453 $2.0M
First Hawaiian Bank 0.06% Add +146.7% 3,449 $2.0M
Advisors Asset Management, Inc. 0.04% Add +66.4% 3,401 $2.0M
Schechter Investment Advisors, LLC 0.15% Add +30.4% 3,392 $2.0M
Meitav Investment House Ltd. 0.03% Add +57.6% 3,309 $1.9M
Trivant Custom Portfolio Group, LLC 1.11% Add +3.1% 3,304 $1.9M
Stephens Inc. 0.03% Add +43.5% 3,303 $1.9M
City Holding Co. 0.27% Reduce -23.9% 3,278 $1.9M
Segment Wealth Management, LLC 0.13% Add +0.2% 3,263 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +172.9% 3,258 $1.9M
TD Private Client Wealth LLC 0.05% Add +57.1% 3,215 $1.9M
Janney Montgomery Scott LLC 0.01% Reduce -10.4% 3,213 $1.9M
E Fund Management Co., Ltd. 0.09% No change 3,153 $1.8M
Fairbanks Capital Management, Inc. 1.13% Add +6.0% 3,080 $1.8M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -50.6% 3,050 $1.8M
AE Wealth Management LLC 0.02% Reduce -12.0% 3,040 $1.8M
Spire Wealth Management 0.06% Add +3472.9% 3,037 $1.8M
Fiduciary Trust Co 0.02% Add +5.4% 3,032 $1.8M
Palumbo Wealth Management LLC 0.68% Add +2.8% 3,020 $1.8M
Mercer Global Advisors Inc. 0.00% Add +13.2% 3,021 $1.7M
NewEdge Wealth, LLC 0.03% Add +72.8% 2,985 $1.7M
Banco Santander, S.A. 0.02% Reduce -2.9% 2,942 $1.7M
Diversified Trust Co. 0.04% Add +39.2% 2,889 $1.7M
Robertson Stephens Wealth Management, LLC 0.06% Add +36.6% 2,858 $1.7M
Park Avenue Securities LLC 0.02% Reduce -10.3% 2,858 $1.7M
OMERS ADMINISTRATION Corp 0.01% No change 2,746 $1.6M
Choreo, LLC 0.02% Add +17.0% 2,774 $1.6M
Signal Advisors Wealth, LLC 0.23% New 2,721 $1.6M
Empirical Finance, LLC 0.09% Add +2.2% 2,719 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +3.6% 2,706 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +32.9% 2,709 $1.6M
Snowden Capital Advisors LLC 0.05% Add +21.6% 2,672 $1.6M
Chartwell Investment Partners, LLC 0.05% No change 2,619 $1.5M
Regions Financial Corp. 0.01% Add +1.0% 2,583 $1.5M
Americana Partners, LLC 0.10% Add +71.5% 2,567 $1.5M
Cornercap Investment Counsel Inc. 0.44% Reduce -41.8% 2,564 $1.5M
Gibbs Wealth Management 0.48% Add +97.7% 2,542 $1.5M
Personal Cfo Solutions, LLC 0.21% Add +31.9% 2,521 $1.5M
Metis Global Partners, LLC 0.05% Add +1.0% 2,516 $1.5M
Cumberland Partners Ltd 0.10% New 2,500 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.1% 2,493 $1.5M
Nebula Research & Development LLC 0.17% Add +233.7% 2,483 $1.4M
Pallas Capital Advisors LLC 0.06% Add +65.8% 2,419 $1.4M
QRG Capital Management, Inc. 0.02% Reduce -49.8% 2,437 $1.4M
SRN Advisors, LLC 1.24% Reduce -3.5% 2,408 $1.4M
Teza Capital Management LLC 0.15% Add +354.3% 2,367 $1.4M
OneDigital Investment Advisors LLC 0.02% Reduce -22.4% 2,351 $1.4M
Wellington Wealth Strategies, LLC. 1.03% New 2,384 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -8.8% 2,329 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +15.0% 2,318 $1.4M
First Trust Direct Indexing L.P. 0.07% Add +48.3% 2,275 $1.3M
EP Wealth Advisors, LLC 0.01% Add +341.8% 2,262 $1.3M
Vestmark Advisory Solutions, Inc. 0.05% Add +45.2% 2,258 $1.3M
Bennett Selby Investments LP 0.55% Reduce -0.4% 2,258 $1.3M
AXS Investments LLC 0.35% Reduce -7.8% 2,249 $1.3M
ProVise Management Group, LLC 0.10% No change 2,234 $1.3M
Diversify Wealth Management, LLC 0.12% Add +44.0% 2,166 $1.3M
Capital Investment Advisory Services, LLC 0.12% Add +7.4% 2,210 $1.3M
King Luther Capital Management Corp. 0.01% No change 2,188 $1.3M
Dantai Capital Ltd 1.61% No change 2,178 $1.3M
Caprock Group, LLC 0.05% Reduce -6.6% 2,157 $1.3M
Advisor OS, LLC 0.12% Reduce -11.1% 2,146 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -9.9% 2,121 $1.2M
Aigen Investment Management, LP 0.24% New 2,097 $1.2M
Groupama Asset Managment 0.03% Reduce -46.4% 2,548 $1.2M
XTX Topco Ltd 0.09% Reduce -14.7% 2,031 $1.2M
Bleakley Financial Group, LLC 0.04% Reduce -6.0% 2,025 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +7.5% 2,025 $1.2M
IFP Advisors, Inc 0.04% Add +402.8% 1,986 $1.2M
Keybank National Association 0.00% Reduce -2.0% 1,971 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +0.9% 1,968 $1.1M
Procyon Advisors, LLC 0.08% Add +16.6% 1,956 $1.1M
WealthBridge Investment Counsel Inc. 0.40% New 1,937 $1.1M
Pier Capital, LLC 0.16% Reduce -15.7% 1,934 $1.1M
SpiderRock Advisors, LLC 0.02% Reduce -0.2% 1,884 $1.1M
Liberty Wealth Management LLC 0.19% No change 1,883 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Reduce -8.1% 1,866 $1.1M
Strategic Wealth Investment Group, LLC 0.12% Add +13.9% 1,888 $1.1M
SG Americas Securities, LLC 0.00% Reduce -86.8% 1,865 $1.1M
EFG Asset Management (North America) Corp. 0.18% New 1,859 $1.1M
Perpetual Ltd 0.01% Reduce -28.1% 1,856 $1.1M
Principal Securities, Inc. 0.03% Add +5.9% 1,854 $1.1M
&partners 0.02% Add +241.9% 1,843 $1.1M
Arbor Capital Management Inc. 1.00% Reduce -2.4% 1,847 $1.1M
Praxis Investment Management Inc. 0.07% Reduce -38.8% 1,797 $1.0M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +7.5% 1,798 $1.0M
Bayesian Capital Management, LP 0.12% New 1,793 $1.0M
Meeder Advisory Services, Inc. 0.07% Reduce -3.8% 1,785 $1.0M
Quantitative Investment Management, LLC 0.10% Add +46.6% 1,778 $1.0M
Natixis Investment Managers International 0.07% Add +13.8% 1,767 $1.0M
Dark Forest Capital Management LP 0.13% New 1,762 $1.0M
Advisory Services Network, LLC 0.02% No change 2,095 $1.0M
Coldstream Capital Management Inc. 0.02% Add +5.2% 1,715 $1.0M
Wrapmanager Inc. 0.26% Add +15.3% 1,716 $1.0M
Monumental Financial Group Inc. 0.37% Reduce -14.3% 1,702 $992K
Guggenheim Capital LLC 0.01% Reduce -8.9% 1,700 $991K
Merit Financial Group, LLC 0.02% Reduce -23.8% 1,697 $989K
Ballentine Partners, LLC 0.02% Add +0.8% 1,682 $980K
Parallax Volatility Advisers, L.P. 0.03% Add +150.4% 1,670 $973K
Bryn Mawr Trust Advisors, LLC 0.05% Add +48.6% 1,666 $971K
Redwood Investments, LLC 0.29% No change 1,656 $965K
NEOS Investment Management LLC 0.03% Add +12.3% 1,642 $957K
Catalyst Capital Advisors LLC 0.02% Add +10.9% 1,641 $957K
Sompo Asset Management Co., Ltd. 0.15% Reduce -15.5% 1,640 $956K
Captrust Financial Advisors 0.00% Reduce -15.0% 1,639 $955K
Leonteq Securities AG 0.11% Add +40.5% 1,633 $952K
EPG Wealth Management LLC 0.24% Add +0.0% 1,632 $951K
Intellectus Partners, LLC 0.24% Add +53.2% 1,590 $927K
Integrated Wealth Concepts LLC 0.01% Add +176.2% 1,580 $921K
RB Capital Management, LLC 0.23% Reduce -7.3% 1,569 $914K
Shell Asset Management Co. 0.04% — 1,564 $912K
Texas Capital Bancshares Inc 0.37% No change 1,559 $909K
Institute for Wealth Management, LLC. 0.11% Add +12.4% 1,555 $906K
Hohimer Wealth Management, LLC 0.19% Add +3.0% 1,539 $897K
Copperwynd Financial, LLC 0.27% Add +8.9% 1,534 $894K
Ostrum Asset Management 0.07% Reduce -14.2% 1,525 $889K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.7% 1,520 $886K
Jones Financial Companies LLLP 0.00% Add +160.5% 1,498 $863K
Quintet Private Bank (Europe) S.A. 0.05% Add +13.9% 1,479 $862K
Mission Wealth Management, LP 0.02% Add +1.3% 1,475 $860K
Empowered Funds, LLC 0.01% Add +3.5% 1,471 $857K
BlueSpruce Investments, LP 0.02% No change 1,461 $852K
Cypress Asset Management Inc. 0.21% Add +1.8% 1,448 $844K
Navellier & Associates Inc. 0.11% Reduce -24.0% 1,447 $844K
Vestcor Inc 0.03% No change 1,433 $835K
LVW Advisors, LLC 0.10% Add +41.6% 1,402 $817K
Heartland Bank & Trust Co 0.44% Reduce -3.5% 1,400 $816K
Agf Management Ltd. 0.00% Reduce -48.3% 1,395 $813K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 1,368 $797K
Signet Financial Management, LLC 0.10% Reduce -7.7% 1,365 $795K
Three Seasons Wealth, LLC 0.42% Add +59.1% 1,360 $793K
Balyasny Asset Management L.P. 0.00% Reduce -44.4% 1,351 $788K
Walleye Trading LLC 0.02% Reduce -84.9% 1,318 $768K
Roberts Capital Advisors, LLC 0.64% No change 1,293 $754K
HB Wealth Management, LLC 0.01% Add +12.0% 1,288 $751K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -6.7% 1,273 $742K
Gries Financial LLC 0.14% New 1,272 $741K
Pinnacle Associates Ltd. 0.01% Add +21.3% 1,308 $740K
HighPoint Advisor Group LLC 0.04% Add +30.9% 1,271 $735K
Grandeur Peak Global Advisors, LLC 0.06% Reduce -17.5% 1,257 $733K
Birinyi Associates Inc. 0.21% Add +0.1% 1,256 $732K
Fuller & Thaler Asset Management, Inc. 0.00% New 1,252 $730K
Signaturefd, LLC 0.01% Add +6.8% 1,248 $728K
Harbor Capital Advisors, Inc. 0.03% Reduce -3.1% 1,239 $722K
Profund Advisors LLC 0.03% Add +3.4% 1,238 $722K
Graypoint LLC 0.05% Add +16.6% 1,218 $710K
Benin Management CORP 0.20% No change 1,214 $708K
Ellevest, Inc. 0.04% Reduce -11.5% 1,199 $699K
Tectonic Advisors LLC 0.05% Add +55.5% 1,197 $698K
Fidelis Capital Partners, LLC 0.08% Reduce -0.8% 1,170 $698K
Transcend Capital Advisors, LLC 0.05% Add +16.5% 1,196 $697K
DoubleLine ETF Adviser LP 0.17% Reduce -8.9% 1,193 $695K
Horizon Investments, LLC 0.02% Reduce -7.0% 1,185 $691K
Flputnam Investment Management Co. 0.01% Reduce -13.0% 1,174 $684K
Wedmont Private Capital 0.04% Add +7.5% 1,170 $684K
Burney Co./ 0.02% Add +19.8% 1,151 $671K
Simon Quick Advisors, LLC 0.04% Add +40.2% 1,140 $665K
Raymond James Trust N.A. 0.01% Reduce -2.7% 1,125 $656K
Diversify Advisory Services, LLC 0.03% Add +40.7% 1,075 $650K
Paloma Partners Management Co 0.04% New 1,100 $641K
Point72 Asia (Singapore) Pte. Ltd. 0.12% New 1,099 $641K
Legacy Advisors, LLC 0.07% Add +1.7% 1,098 $640K
Citizens Financial Group Inc. 0.01% Add +52.4% 1,085 $632K
Applied Finance Capital Management, LLC 0.03% Reduce -2.3% 1,084 $632K
Oak Ridge Investments LLC 0.05% Reduce -2.1% 1,080 $630K
RFG Advisory, LLC 0.02% Add +3.0% 1,080 $630K
Stanley-Laman Group, Ltd. 0.08% Reduce -1.2% 1,058 $617K
Bradley Foster & Sargent Inc. 0.01% Add +3.4% 1,054 $614K
Integrated Investment Consultants, LLC 0.13% New 1,046 $610K
CI Investments Inc. 0.00% Add +8.2% 1,031 $601K
Gen-Wealth Partners Inc 0.26% Add +53.8% 1,055 $600K
Machina Capital S.A.S. 0.24% Reduce -32.6% 1,026 $598K
Blair William & Co. 0.00% Add +2.9% 1,019 $594K
Dana Investment Advisors, Inc. 0.02% No change 1,008 $588K
Harbor Advisors LLC 0.10% No change 1,000 $583K
Evercore Wealth Management, LLC 0.01% No change 999 $582K
GTS Securities LLC 0.01% Reduce -31.5% 997 $581K
Baker Tilly Wealth Management, LLC 0.25% Add +21.8% 985 $574K
NorthRock Partners, LLC 0.02% Add +11.8% 983 $573K
Peapack Gladstone Financial Corp. 0.01% Add +47.5% 975 $568K
Atria Wealth Solutions, Inc. 0.01% Reduce -60.2% 972 $567K
Aster Capital Management (DIFC) Ltd 0.12% — 965 $563K
Lanark Financial, Inc. 0.05% Add +50.5% 953 $555K
Lido Advisors, LLC 0.00% Add +6.9% 946 $552K
Private Advisor Group, LLC 0.00% Add +15.8% 945 $551K
Malaga Cove Capital, LLC 0.22% No change 944 $550K
Exchange Traded Concepts, LLC 0.01% Add +23.5% 941 $549K
Beacon Pointe Advisors, LLC 0.01% Reduce -18.8% 927 $540K
Trust Asset Management LLC 0.04% No change 919 $536K
Wilmington Savings Fund Society, FSB 0.01% Add +26.2% 919 $536K
Gilbert & Cook, Inc. 0.07% Add +5.5% 916 $534K
Wealthspire Advisors, LLC 0.01% Reduce -20.2% 908 $530K
Pitcairn Co. 0.03% Reduce -1.9% 901 $525K
MUFG Securities EMEA plc 0.02% New 899 $525K
Emerald Advisers, LLC 0.02% Reduce -2.2% 898 $523K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -91.9% 897 $523K
CNB Bank 0.24% Reduce -5.3% 897 $523K
MJP Associates Inc. 0.10% Reduce -8.7% 894 $521K
Azzad Asset Management Inc. 0.06% Add +96.4% 868 $506K
Toth Financial Advisory Corp. 0.06% Add +108.0% 857 $500K
Aviso Financial Inc. 0.02% Add +5.5% 849 $495K
Boit C F David 0.24% No change 810 $478K
Summit Trail Advisors, LLC 0.01% Add +18.1% 810 $472K
Wallace Advisory Group, LLC 0.34% Reduce -1.7% 978 $471K
D.A. Davidson & Co. 0.00% Add +0.8% 804 $469K
Danica Pension, Livsforsikringsaktieselskab 0.01% No change 800 $466K
Valley Wealth Managers, Inc. 0.03% New 799 $466K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.8% 797 $465K
Cigna Investments Inc. 0.08% Reduce -1.5% 797 $464K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% No change 794 $463K
Farther Finance Advisors, LLC 0.02% Add +20.2% 791 $461K
Geller Advisors LLC 0.03% Reduce -3.2% 790 $461K
Mather Group, Llc. 0.01% Add +5.7% 783 $456K
Bridgefront Capital, LLC 0.18% New 782 $456K
Salvus Wealth Management, LLC 0.28% Add +59.1% 781 $455K
Elk River Wealth Management LLC 0.08% No change 780 $455K
Castleview Partners, LLC 0.26% Add +53.7% 773 $451K
Cynosure Group, LLC 0.06% Reduce -12.2% 760 $443K
Commerzbank Aktiengesellschaft 0.01% Add +20.6% 745 $435K
New World Advisors LLC 0.11% Add +47.7% 746 $435K
Ascentis Wealth Management, LLC 0.16% — 741 $432K
Syon Capital LLC 0.04% Reduce -0.8% 740 $431K
Checchi Capital Advisers, LLC 0.03% Add +0.4% 739 $431K
Sage Mountain Advisors LLC 0.04% Reduce -1.5% 737 $430K
Quadrant Capital Group LLC 0.03% Add +1.7% 736 $429K
Sfmg, LLC 0.03% Reduce -0.3% 734 $428K
Fifth Third Wealth Advisors LLC 0.03% Add +3.1% 732 $427K
Winslow Capital Management, LLC 0.00% Reduce -11.9% 723 $421K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +495.9% 721 $420K
Parallel Advisors, LLC 0.01% Add +12.6% 717 $418K
Wealth Alliance, LLC 0.05% Add +23.4% 716 $417K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -47.1% 704 $410K
Brown Brothers Harriman & Co. 0.00% Add +15.1% 701 $409K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.16% No change 700 $408K
Blue Trust, Inc. 0.01% Reduce -30.1% 847 $408K
Prudential PLC 0.00% Reduce -93.1% 699 $407K
Weaver Capital Management LLC 0.12% Add +9.0% 691 $403K
Connecticut Wealth Management, LLC 0.02% Reduce -2.1% 690 $402K
GeoWealth Management, LLC 0.01% Reduce -12.6% 689 $402K
Beverly Hills Private Wealth, LLC 0.08% No change 689 $402K
Hilltop Holdings Inc. 0.03% New 688 $401K
MAI Capital Management 0.00% Reduce -19.8% 685 $399K
New Century Financial Group, LLC 0.15% Reduce -22.5% 682 $398K
Prelude Capital Management, LLC 0.03% Reduce -39.6% 681 $397K
Apeiron RIA LLC 0.11% Add +4.2% 676 $394K
PEAK6 Investments LLC 0.02% Add +33600.0% 674 $393K
Axxcess Wealth Management, LLC 0.01% Add +5.0% 669 $390K
Kestra Investment Management, LLC 0.02% New 667 $389K
Meridian Wealth Management, LLC 0.02% Add +0.5% 667 $389K
Intech Investment Management LLC 0.00% Reduce -67.2% 644 $375K
OneAscent Financial Services LLC 0.27% Reduce -16.1% 643 $375K
Westpac Banking Corp. 0.03% Add +15.4% 643 $375K
JSF Financial, LLC 0.11% No change 633 $369K
MBB Public Markets I LLC 0.03% Reduce -89.5% 630 $367K
Net Worth Advisory Group 0.11% — 629 $366K
Crestmont Private Wealth LLC 0.16% Add +7.6% 624 $364K
Ritholtz Wealth Management 0.01% Reduce -43.1% 623 $363K
Insigneo Advisory Services, LLC 0.04% New 617 $360K
Concourse Financial Group Securities, Inc. 0.02% Reduce -27.9% 616 $359K
Sigma Planning Corp 0.01% Add +1.0% 614 $358K
World Equity Group, Inc. 0.13% Add +2.2% 613 $357K
Equitable Trust Co. 0.02% Add +24.9% 608 $354K
Wbi Investments, LLC 0.08% New 602 $351K
WJ Wealth Management, LLC 0.12% No change 600 $350K
Whittier Trust Co. 0.00% Add +1.9% 592 $345K
First Trust Advisors LP 0.00% New 590 $344K
Blue Barn Wealth, LLC 0.17% New 583 $340K
Venturi Wealth Management, LLC 0.02% Reduce -59.3% 581 $339K
Kathmere Capital Management, LLC 0.03% Add +9.5% 577 $336K
Valeo Financial Advisors, LLC 0.01% Add +1.4% 576 $336K
Fenimore Asset Management Inc 0.01% No change 572 $333K
Whittier Trust Co. of Nevada Inc. 0.01% Add +4.8% 566 $330K
Prime Capital Investment Advisors, LLC 0.00% Add +29.9% 564 $329K
Capital Advisors, Ltd. LLC 0.04% Add +2.8% 557 $325K
Perigon Wealth Management, LLC 0.01% Reduce -4.0% 555 $324K
ClearAlpha Technologies LP 0.14% Reduce -10.7% 551 $321K
Landscape Capital Management, L.L.C. 0.03% New 549 $320K
Lake Street Advisors Group, LLC 0.01% Add +20.8% 547 $319K
Navera Investment Management Ltd. 0.01% Add +122.5% 545 $318K
Fullcircle Wealth LLC 0.14% New 530 $315K
Chilton Investment Co. Inc. 0.01% No change 530 $309K
Quarry LP 0.10% Add +20.6% 527 $307K
Gryphon Financial Partners LLC 0.04% Add +16.4% 524 $306K
Clarius Group, LLC 0.02% Reduce -3.9% 522 $304K
Forum Financial Management, LP 0.01% Add +1.2% 521 $304K
Integrated Advisors Network LLC 0.01% New 516 $301K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 515 $300K
Compound Planning, Inc. 0.02% New 512 $299K
Brooklyn Investment Group 0.10% Add +9.9% 511 $298K
V-Square Quantitative Management LLC 0.04% Add +16.7% 510 $297K
Ramirez Asset Management, Inc. 0.06% No change 509 $297K
Gotham Asset Management 0.00% Reduce -13.6% 503 $293K
Ibex Investors LLC 0.33% No change 500 $291K
Independent Advisor Alliance 0.01% Reduce -17.1% 489 $285K
FJ Capital Management LLC 0.03% New 485 $283K
Howard Bailey Securities, LLC 0.11% — 479 $279K
Simplicity Wealth,LLC 0.03% Reduce -77.9% 477 $278K
Clearstead Advisors, LLC 0.00% Add +42.5% 476 $277K
Angeles Wealth Management, LLC 0.02% Add +7.0% 475 $277K
Security Financial Services, INC. 0.06% New 473 $276K
Conning Inc. 0.01% Reduce -1.5% 472 $275K
Hamilton Capital Partners Inc. 0.02% No change 470 $274K
Howard Capital Management, LLC 0.00% New 469 $273K
Virtue Capital Management, LLC 0.05% Reduce -18.3% 463 $270K
Smartleaf Asset Management LLC 0.03% Add +100.0% 466 $268K
Concurrent Investment Advisors, LLC 0.01% Add +6.9% 452 $264K
Capstone Investment Advisors, LLC 0.01% Reduce -71.8% 452 $263K
Williamson Legacy Group, LLC 0.18% New 451 $263K
Dorsey & Whitney Trust CO LLC 0.01% Add +5.7% 449 $262K
OneAscent Wealth Management LLC 0.10% Add +2.3% 445 $259K
Veltria Advisors Corp. 0.10% New 442 $258K
Crestwood Advisors Group, LLC 0.00% New 442 $258K
Evergreen Capital Management LLC 0.01% New 437 $255K
Certuity, LLC 0.03% Reduce -23.1% 435 $254K
Chicago Partners Investment Group LLC 0.01% New 425 $254K
D.B. Root & Company, LLC 0.08% Reduce -46.9% 427 $249K
Flagship Harbor Advisors, LLC 0.01% Reduce -5.9% 417 $243K
PDS Planning, Inc 0.02% New 417 $243K
Smithfield Trust Co 0.01% No change 417 $243K
GAMMA Investing LLC 0.02% Add +48.8% 415 $242K
WealthBridge Capital Management, LLC 0.07% New 414 $241K
Kestra Private Wealth Services, LLC 0.00% New 414 $241K
Journey Strategic Wealth LLC 0.01% New 413 $241K
Mgo One Seven LLC 0.01% New 413 $241K
Mayflower Financial Advisors, LLC 0.04% New 411 $240K
Claret Asset Management Corp 0.04% New 405 $236K
Lantz Financial LLC 0.06% New 401 $234K
CWA Asset Management Group, LLC 0.01% — 401 $234K
Washington Capital Management, Inc. 0.18% New 400 $233K
Blue Edge Capital, LLC 0.04% New 400 $233K
Baader Bank Aktiengesellschaft 0.02% New 448 $233K
Bridges Investment Management Inc. 0.00% New 398 $232K
Keel Point, LLC 0.02% Add +4.5% 396 $231K
Fishman Jay A Ltd. 0.02% Reduce -6.0% 395 $230K
CX Institutional 0.01% New 385 $224K
Prescott Group Capital Management, L.L.C. 0.03% New 384 $224K
Washington Trust Advisors, Inc. 0.02% Add +27.7% 383 $223K
Huntington National Bank 0.00% Add +12.7% 382 $223K
Summa Corp. 0.11% New 382 $223K
Aaron Wealth Advisors LLC 0.03% New 382 $223K
Montag A & Associates Inc. 0.01% Add +8.6% 380 $222K
Pinnacle Wealth Planning Services, Inc. 0.03% New 380 $222K
Magellan Asset Management Ltd 0.00% Reduce -10.0% 379 $221K
M3 Advisory Group, LLC 0.16% New 378 $220K
Avestar Capital, LLC 0.02% New 376 $219K
Summit Financial, LLC 0.01% New 376 $219K
Atlantic Union Bankshares Corp 0.01% Reduce -25.9% 375 $219K
Wedbush Securities Inc. 0.01% New 369 $215K
Penserra Capital Management LLC 0.00% Add +1.1% 367 $213K
EverSource Wealth Advisors, LLC 0.01% Reduce -36.5% 363 $212K
Threadgill Financial, LLC 0.13% New 361 $210K
Qsemble Capital Management, LP 0.04% New 361 $210K
JCIC Asset Management Inc. 0.09% Add +22.0% 360 $210K
Buckhead Capital Management LLC 0.07% New 360 $210K
Oppenheimer & Co. Inc. 0.00% New 355 $207K
Equitable Holdings, Inc. 0.00% New 352 $205K
Savant Capital, LLC 0.00% New 351 $205K
Kolinsky Wealth Management, LLC 0.13% New 350 $204K
E Fund Management (Hong Kong) Co., Ltd. 0.12% No change 350 $204K
Keudell/Morrison Wealth Management 0.06% New 349 $203K
Calydon Capital 0.03% No change 422 $203K
Olympiad Research LP 0.13% New 347 $202K
Csenge Advisory Group 0.01% New 334 $202K
Sentry Investment Management LLC 0.08% No change 344 $201K
Thoroughbred Financial Services, LLC 0.01% New 346 $201K
TD Waterhouse Canada Inc. 0.00% Reduce -53.5% 349 $201K
Zions Bancorporation, N.A. 0.01% Reduce -1.7% 339 $198K
Catalyst Funds Management Pty Ltd 0.04% New 300 $175K
Ancora Advisors LLC 0.00% Add +0.3% 289 $168K
Motco 0.02% No change 284 $166K
Foster Dykema Cabot & Partners, LLC 0.01% New 281 $164K
Harbour Investments, Inc. 0.00% Reduce -13.9% 272 $159K
Godsey & Gibb, Inc. 0.01% No change 250 $146K
Covestor Ltd 0.09% Add +13.5% 244 $143K
Clean Yield Group 0.05% No change 245 $143K
Lindbrook Capital, LLC 0.01% Add +4.3% 243 $142K
CVA Family Office, LLC 0.02% Add +2.6% 239 $139K
Allworth Financial LP 0.00% Reduce -4.5% 235 $137K
Values First Advisors, Inc. 0.07% New 227 $133K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.2% 225 $131K
Cromwell Holdings LLC 0.08% No change 224 $131K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -2.6% 221 $129K
Alta Advisers Ltd 0.05% No change 200 $117K
Goldstream Capital Management Ltd 0.05% New 195 $114K
Dunhill Financial, LLC 0.05% Add +4.8% 175 $102K
Fourpath Capital Management, LLC 0.02% New 172 $100K
Parkside Financial Bank & Trust 0.01% Reduce -2.3% 171 $100K
UMB Bank, n.a. 0.00% Add +52.7% 171 $100K
Park Place Capital Corp 0.03% Add +8.3% 170 $99K
Sunbelt Securities, Inc. 0.01% Add +10.7% 166 $97K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 165 $96K
Earned Wealth Advisors, LLC 0.03% New 161 $94K
Financial Network Wealth Advisors LLC 0.08% Add +53.9% 157 $92K
Acima Private Wealth, LLC 0.03% No change 153 $89K
Tobam 0.02% No change 151 $88K
Geneos Wealth Management Inc. 0.00% Add +1320.0% 142 $83K
Global Retirement Partners, LLC 0.00% Add +39.2% 135 $79K
Global Financial Private Client, LLC 0.03% Add +10.3% 129 $75K
Pin Oak Investment Advisors Inc. 0.07% Add +51.2% 130 $75K
Optiver Holding B.V. 0.00% Add +32.6% 126 $73K
Central Pacific Bank - Trust Division 0.01% Reduce -94.5% 121 $71K
Quent Capital, LLC 0.01% No change 115 $67K
ORG Partners LLC 0.01% Reduce -78.6% 114 $66K
Larson Financial Group LLC 0.00% Add +32.1% 107 $62K
Geo Capital Gestora de Recursos Ltd 0.07% Reduce -10.2% 106 $62K
American National Bank & Trust 0.01% New 99 $58K
Arax Advisory Partners 0.01% Add +7.9% 96 $56K
Riverview Trust Co 0.04% Reduce -35.3% 86 $50K
First United Bank & Trust 0.02% No change 85 $50K
Ridgewood Investments LLC 0.02% No change 82 $48K
Pension & Wealth Management Advisors, Inc. 0.02% No change 80 $47K
Arlington Trust Co LLC 0.01% No change 80 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 80 $47K
Rothschild Investment LLC 0.00% Add +48.1% 80 $47K
Planning Capital Management Corp 0.03% Add +35.1% 77 $45K
Private Trust Co. NA 0.00% Add +35.1% 77 $45K
Ashton Thomas Securities, LLC 0.01% New 68 $40K
True Wealth Design, LLC 0.01% New 65 $38K
JFS Wealth Advisors, LLC 0.00% Reduce -64.7% 61 $36K
Farmers & Merchants Investments Inc. 0.00% No change 61 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 60 $35K
Beacon Capital Management, LLC 0.00% Add +783.3% 53 $31K
Nvwm, LLC 0.01% Add +4.3% 48 $28K
Rise Advisors, LLC 0.01% No change 47 $28K
AdvisorNet Financial, Inc 0.00% Add +6.8% 47 $27K
Hemington Wealth Management 0.01% New 48 $27K
LRI Investments, LLC 0.00% Add +120.0% 44 $27K
Oarsman Capital, Inc. 0.00% New 45 $26K
Carolinas Wealth Consulting LLC 0.00% Add +15.4% 45 $26K
International Assets Investment Management, LLC 0.00% Reduce -66.7% 45 $26K
DSM Capital Partners LLC 0.00% No change 42 $24K
WASHINGTON TRUST Co 0.00% No change 41 $24K
Ascentis Independent Advisors 0.00% New 40 $23K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -91.9% 32 $22K
Bell Investment Advisors, Inc 0.00% Reduce -5.1% 37 $22K
Raleigh Capital Management Inc. 0.01% Add +19.4% 37 $22K
CoreCap Advisors, LLC 0.00% Add +23.3% 37 $22K
GW&K Investment Management, LLC 0.00% Add +28.6% 36 $21K
Anchor Investment Management, LLC 0.00% No change 35 $20K
Financial Management Professionals, Inc. 0.00% Add +9.4% 35 $20K
Trust Co. of Vermont 0.00% Add +36.0% 34 $20K
Copley Financial Group, Inc. 0.02% — 33 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +146.2% 32 $19K
Versant Capital Management, Inc 0.00% Add +220.0% 32 $19K
Eagle Bay Advisors LLC 0.01% No change 31 $18K
Colonial Trust Co / SC 0.00% Add +55.0% 31 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 31 $18K
Princeton Global Asset Management LLC 0.00% No change 26 $15K
LGT Financial Advisors LLC 0.04% No change 25 $15K
Asset Dedication, LLC 0.00% No change 24 $14K
Meeder Asset Management Inc. 0.00% No change 23 $13K
Battery Global Advisors, LLC 0.01% New 21 $12K
Jaffetilchin Investment Partners, LLC 0.00% New 21 $12K
Caitlin John, LLC 0.01% No change 20 $12K
Harvest Fund Management Co., Ltd 0.00% New 21 $12K
Private Wealth Management Group, LLC 0.00% No change 20 $12K
Harbor Investment Advisory, LLC 0.00% Reduce -4.8% 20 $12K
Carmichael Hill & Associates, Inc. 0.00% No change 19 $11K
Hobbs Group Advisors, LLC 0.00% No change 19 $11K
Manchester Capital Management LLC 0.00% Add +5.6% 19 $11K
Rakuten Securities, Inc. 0.00% Reduce -10.5% 17 $10K
FinTrust Capital Advisors, LLC 0.00% No change 17 $10K
Wolff Wiese Magana LLC 0.01% Add +1500.0% 16 $9K
Davidson Capital Management Inc. 0.00% Add +14.3% 16 $9K
Johnson Financial Group, Inc. 0.00% Add +700.0% 16 $9K
Avior Wealth Management, LLC 0.00% Add +14.3% 16 $9K
Stuart Chaussee & Associates, Inc. 0.00% No change 15 $9K
Key Financial Inc 0.00% Add +15.4% 15 $9K
Salem Investment Counselors Inc. 0.00% No change 15 $9K
Evergreen Private Wealth LLC 0.00% No change 14 $8K
Truvestments Capital LLC 0.00% New 14 $8K
Flaharty Asset Management, LLC 0.00% New 13 $8K
Avion Wealth 0.00% Add +44.4% 13 $7K
Prestige Wealth Management Group LLC 0.00% No change 12 $7K
Kings Path Partners LLC 0.00% No change 12 $7K
Heritage Wealth Advisors 0.00% New 12 $7K
Eukles Asset Management 0.00% No change 11 $6K
Concord Wealth Partners 0.00% New 11 $6K
Delta Asset Management LLC 0.00% No change 11 $6K
Redmont Wealth Advisors LLC 0.01% No change 10 $6K
Fortitude Family Office, LLC 0.00% New 10 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 10 $6K
WR Wealth Planners, LLC 0.00% Add +100.0% 10 $6K
Independence Bank of Kentucky 0.00% No change 10 $6K
Abound Wealth Management 0.00% No change 9 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 9 $5K
First Pacific Financial 0.00% No change 9 $5K
Albion Financial Group 0.00% No change 9 $5K
Glen Eagle Advisors, LLC 0.00% No change 9 $5K
Eastern Bank 0.00% New 9 $5K
Capital Analysts, LLC 0.00% New 9 $5K
Carolina Wealth Advisors, LLC 0.00% New 8 $5K
Bruce G. Allen Investments, LLC 0.00% No change 7 $4K
Red Tortoise LLC 0.00% No change 7 $4K
Pacific Center for Financial Services 0.00% No change 7 $4K
Raffa Wealth Management, LLC 0.00% Reduce -85.4% 7 $4K
SJS Investment Consulting Inc. 0.00% No change 7 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $4K
Coston, McIsaac & Partners 0.00% No change 7 $4K
Sachetta, LLC 0.00% No change 6 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $3K
JNBA Financial Advisors 0.00% No change 6 $3K
St Germain D J Co. Inc. 0.00% No change 6 $3K
Cullen/Frost Bankers, Inc. 0.00% No change 6 $3K
Criterion Capital Advisors, LLC 0.00% No change 7 $3K
Anfield Capital Management, LLC 0.00% No change 5 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 5 $3K
Reston Wealth Management LLC 0.00% New 5 $3K
Bellevue Asset Management, LLC 0.00% No change 5 $3K
Coppell Advisory Solutions LLC 0.00% No change 5 $3K
Continuum Advisory, LLC 0.00% Add +100.0% 4 $2K
Highline Wealth Partners LLC 0.00% Add +33.3% 4 $2K
Aspect Partners, LLC 0.00% No change 4 $2K
Rosenberg Matthew Hamilton 0.00% No change 4 $2K
Creekmur Asset Management LLC 0.00% New 4 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 4 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 4 $2K
Cornerstone Planning Group LLC 0.00% Add +33.3% 4 $2K
Richardson Financial Services Inc. 0.00% Add +33.3% 4 $2K
Fairman Group, LLC 0.00% No change 3 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -66.7% 3 $2K
Hilltop National Bank 0.00% No change 3 $2K
MCF Advisors LLC 0.00% Reduce -25.0% 3 $2K
CENTRAL TRUST Co 0.00% No change 3 $2K
Frazier Financial Advisors, LLC 0.00% No change 2 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 2 $1K
Claris Advisors, LLC / Mo / 0.00% New 2 $1K
Voisard Asset Management Group, Inc. 0.00% New 2 $1K
Ruedi Wealth Management, Inc. 0.00% Reduce -33.3% 2 $1K
Core Alternative Capital 0.00% No change 2 $1K
TFC Financial Management, Inc. 0.00% New 2 $1K
Sound Income Strategies, LLC 0.00% No change 2 $1K
1620 Investment Advisors, Inc. 0.00% New 1 $834
Painted Porch Advisors LLC 0.00% No change 1 $593
JDM Financial Group LLC 0.00% New 1 $583
Riggs Asset Managment Co. Inc. 0.00% New 1 $583
HM Payson & Co. 0.00% New 1 $583
WestEnd Advisors, LLC 0.00% No change 1 $583
Chesapeake Asset Management LLC 0.00% New 1 $582
ClariVest Asset Management LLC 0.00% No change 1 $487
Y.D. More Investments Ltd 0.00% Add +4.8% 44 $69

"% of holder's portfolio" is MSCI's weight in each manager's 13F, not the share of MSCI Inc. the manager owns.