MSCIMSCI

13F holders, Q4 2024 (December 31)
1,070holders +72
84new positions
76sold out
11famous investors
$596.85avg. 13F price*

At the end of Q4 2024, 1,070 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 72 from Q3 2024. 84 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($3.6B) and State Street Corp. ($1.9B). 11 famous investors held it, including Ron Baron (3.3% of Baron Capital (BAMCO)'s portfolio), Dev Kantesaria (0.8% of Valley Forge Capital Management's portfolio) and Tom Gayner (0.8% of Markel Group's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions84$490.7M
Exits76$324.9M

All 13F filers, Q3 2024 → Q4 2024: 5,402,406 shares bought and 4,956,414 shares sold, net +445,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,070 holders

Vanguard Group Inc. 0.09% Add +0.2% 8,858,019 $5.3B
BlackRock, Inc. 0.07% Reduce -5.7% 5,942,879 $3.6B
State Street Corp. 0.08% Add +0.8% 3,219,016 $1.9B
Baron Capital (BAMCO) 3.31% Reduce -1.2% 2,131,931 $1.3B
Edgewood Management LLC 3.50% Reduce -7.4% 2,032,434 $1.2B
Polen Capital Management LLC 3.29% Reduce -8.8% 2,032,238 $1.2B
Geode Capital Management, LLC 0.09% Add +1.9% 1,897,456 $1.1B
Morgan Stanley 0.08% Add +1.2% 1,868,642 $1.1B
Principal Financial Group Inc. 0.53% Add +8.0% 1,613,005 $967.8M
Massachusetts Financial Services Co. 0.23% Reduce -22.4% 1,232,356 $739.4M
Fiera Capital Corp 2.17% Add +4.5% 1,148,615 $689.2M
Norges Bank 0.08% Add +0.6% 1,016,544 $609.9M
American Century Companies Inc. 0.34% Reduce -7.1% 988,932 $593.4M
Sustainable Growth Advisers, LP 2.84% Reduce -17.8% 943,676 $566.2M
Nordea Investment Management AB 0.55% Reduce -15.9% 868,294 $524.4M
FMR LLC 0.03% Add +3.1% 853,452 $512.1M
Brown Advisory Inc. 0.63% Reduce -8.2% 828,709 $497.2M
Northern Trust Corp. 0.07% Add +6.6% 784,490 $470.7M
Evergreen Quality Fund GP, Ltd. 11.35% New 589,500 $353.7M
Bessemer Group Inc. 0.58% Add +16353.6% 587,557 $352.5M
PineStone Asset Management Inc. 3.20% Add +17.4% 569,374 $341.6M
JPMorgan Chase & Co. 0.03% Add +5.9% 567,834 $340.7M
Franklin Resources Inc. 0.09% Reduce -10.5% 555,493 $333.3M
Legal & General Group Plc 0.08% Add +2.9% 531,159 $318.7M
Capital International Investors 0.06% Reduce -57.9% 525,078 $315.1M
Bank of New York Mellon Corp 0.06% Add +2.1% 517,769 $310.7M
Arrowstreet Capital, Limited Partnership 0.24% Add +169.4% 507,413 $304.5M
Charles Schwab Investment Management Inc. 0.06% Add +2.9% 497,926 $298.8M
Invesco Ltd. 0.05% Add +5.0% 479,323 $287.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +19.2% 477,034 $286.2M
Deutsche Bank AG 0.11% Reduce -8.5% 475,316 $285.2M
Amundi 0.10% Add +7.8% 468,242 $282.0M
Bank of America Corp. 0.03% Reduce -27.2% 456,802 $274.1M
Barclays PLC 0.13% Reduce -8.0% 429,112 $257.5M
Two Sigma Advisers, LP 0.59% Reduce -12.0% 425,500 $255.3M
Mackenzie Financial Corp. 0.34% Add +3881.3% 419,429 $251.7M
Neuberger Berman Group LLC 0.19% Reduce -0.1% 401,575 $240.9M
Macquarie Group Ltd. 0.28% Add +22.9% 386,937 $230.4M
UBS Group AG 0.05% Add +101.5% 381,359 $228.8M
Goldman Sachs Group Inc. 0.04% Reduce -22.8% 376,624 $226.0M
Royal Bank of Canada 0.05% Add +3.0% 349,570 $209.7M
Russell Investments Group, Ltd. 0.28% Add +37.3% 339,526 $203.7M
Storebrand Asset Management As 0.60% Add +6.1% 327,598 $196.6M
Raymond James Financial Inc. 0.07% — 308,334 $185.0M
Flossbach Von Storch SE 0.70% Reduce -10.1% 293,972 $176.4M
T. Rowe Price Associates Inc. 0.02% Reduce -36.3% 286,186 $171.7M
Los Angeles Capital Management LLC 0.69% Add +41.9% 283,402 $170.0M
California Public Employees Retirement System 0.11% Reduce -2.6% 281,829 $169.1M
Panagora Asset Management Inc. 0.77% Add +18.6% 278,041 $166.8M
Temasek Holdings (Private) Ltd 0.66% No change 277,432 $166.5M
Clearbridge Investments, LLC 0.13% Add +5.1% 276,297 $165.8M
Envestnet Asset Management Inc. 0.05% Reduce -2.2% 272,749 $163.7M
Dimensional Fund Advisors LP 0.04% Add +2.1% 267,049 $160.2M
Millennium Management 0.14% Reduce -48.3% 266,351 $159.8M
Two Sigma Investments, LP 0.37% Reduce -9.5% 257,051 $154.2M
Wellington Management Group LLP 0.03% Reduce -6.0% 250,059 $150.0M
Alliancebernstein L.P. 0.05% Add +19.1% 249,035 $149.4M
Public Employees Retirement Association of Colorado 0.59% Reduce -1.7% 248,051 $148.8M
Qube Research & Technologies Ltd 0.23% Reduce -10.0% 237,718 $142.6M
AustralianSuper Pty Ltd 0.67% Reduce -18.4% 236,884 $142.1M
Ameriprise Financial Inc. 0.04% Reduce -1.0% 230,408 $138.2M
HSBC Holdings PLC 0.08% Add +21.6% 226,663 $136.0M
Schroder Investment Management Group 0.13% Add +17.9% 226,303 $135.8M
Wells Fargo & Company 0.03% Add +2.7% 223,940 $134.4M
Prudential Financial Inc. 0.18% Add +77.7% 213,423 $128.1M
Ownership Capital B.V. 4.62% Reduce -6.7% 209,195 $125.5M
Ako Capital LLP 1.73% Add +1.4% 208,903 $125.3M
EULAV Asset Management 2.95% Add +8.2% 203,958 $122.4M
Findlay Park Partners LLP 1.21% Add +1.1% 203,600 $122.2M
Voya Investment Management LLC 0.15% Add +362.8% 201,923 $121.1M
National Bank of Canada 0.15% Add +187.8% 196,148 $117.7M
Nuveen Asset Management, LLC 0.03% Reduce -20.5% 189,099 $113.5M
Bristol Gate Capital Partners Inc. 5.47% Reduce -0.8% 187,211 $112.3M
Canoe Financial LP 1.82% Add +700.4% 186,131 $111.7M
Man Group plc 0.34% Add +62.9% 181,033 $108.6M
Intermede Investment Partners Ltd 2.89% Reduce -21.6% 180,775 $108.5M
Kayne Anderson Rudnick Investment Management LLC 0.25% Add +2.5% 180,156 $108.1M
Sei Investments Co. 0.14% Add +3.1% 179,045 $107.4M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.1% 176,462 $105.9M
Assenagon Asset Management S.A. 0.19% Add +30.9% 174,982 $105.0M
Raiffeisen Bank International AG 1.57% — 172,474 $103.4M
BNP Paribas Financial Markets 0.08% Add +12.7% 170,798 $102.5M
Swedbank AB 0.13% Add +10.0% 169,532 $101.7M
Baird Financial Group, Inc. 0.19% Reduce -5.9% 167,166 $100.3M
Fundsmith 0.43% No change 166,619 $100.0M
Nomura Asset Management Co. Ltd. 0.30% Reduce -7.0% 166,148 $99.7M
National Pension Service 0.09% Reduce -6.1% 163,255 $98.0M
Bowie Capital Management, LLC 5.19% Reduce -3.2% 162,966 $97.8M
Chevy Chase Trust Holdings, LLC 0.28% Reduce -4.1% 153,690 $92.2M
Westfield Capital Management Co. LP 0.39% Reduce -3.3% 148,940 $89.4M
Rhumbline Advisers 0.08% Reduce -2.6% 148,323 $89.0M
AQR Capital Management 0.11% Add +54.3% 144,977 $87.0M
Markel Group 0.76% No change 142,850 $85.7M
Fisher Funds Management LTD 2.00% — 137,941 $82.7M
Champlain Investment Partners, LLC 0.51% Add +40.1% 134,850 $80.9M
Bank of Montreal 0.04% Reduce -4.3% 126,586 $76.0M
California State Teachers Retirement System 0.09% Reduce -4.6% 122,084 $73.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +7.6% 121,729 $73.2M
Manning & Napier Advisors LLC 0.83% Reduce -6.5% 121,804 $73.1M
Federated Hermes, Inc. 0.16% Add +34.6% 119,588 $71.8M
GFI Investment Counsel Ltd. 8.03% Add +1.1% 116,611 $70.0M
Quantinno Capital Management LP 0.67% Reduce -3.3% 113,237 $67.9M
Worldquant Millennium Advisors LLC 0.43% Add +301.7% 111,683 $67.0M
Candlestick Capital Management LP 2.38% Add +141.4% 110,428 $66.3M
Hudson Bay Capital Management LP 0.48% Add +526.4% 110,114 $66.1M
Teacher Retirement System of Texas 0.23% Add +316.7% 108,486 $65.1M
Ycg, LLC 5.11% Reduce -0.1% 107,117 $64.3M
Voloridge Investment Management, LLC 0.22% Reduce -14.5% 105,452 $63.3M
Fisher Asset Management 0.02% Reduce -28.8% 103,147 $61.9M
HighTower Advisors, LLC 0.08% Reduce -4.7% 98,315 $59.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% — 92,438 $55.5M
Aviva PLC 0.14% Reduce -28.0% 87,180 $52.3M
Canada Pension Plan Investment Board 0.05% Add +42.5% 86,288 $51.8M
Oribel Capital Management, LP 3.45% Add +105.8% 84,800 $50.9M
Local Pensions Partnership Investment Ltd 0.93% — 82,879 $49.7M
NFJ Investment Group, LLC 1.58% Reduce -7.5% 81,903 $49.1M
Quantum Capital Management, LLC / NJ 5.08% Add +0.2% 78,949 $47.4M
STRS Ohio 0.19% No change 78,300 $47.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.83% Add +43.4% 78,111 $46.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +15.6% 77,734 $46.6M
NS Partners Ltd 1.90% Add +2.6% 76,631 $46.0M
Frontier Capital Management Co. LLC 0.43% Reduce -5.9% 75,967 $45.6M
Skandinaviska Enskilda Banken AB (publ) 0.21% Reduce -0.1% 75,886 $45.5M
State Board of Administration of Florida Retirement System 0.09% Add +0.6% 74,969 $45.0M
Corient Private Wealth LP 0.07% Reduce -4.2% 73,774 $44.3M
Capital Group Private Client Services, Inc. 0.41% Reduce -2.6% 73,647 $44.2M
Loomis Sayles & Co. L P 0.06% Reduce -5.5% 73,506 $44.1M
Baskin Financial Services Inc. 3.47% Add +0.2% 72,632 $43.6M
Natixis Advisors, LLC 0.08% Add +12.2% 72,398 $43.4M
Citadel Advisors 0.04% Reduce -21.6% 72,171 $43.3M
Aberdeen Group plc 0.08% Reduce -25.3% 70,115 $42.0M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -6.2% 69,500 $41.7M
Ossiam 0.72% Add +94.8% 69,493 $41.7M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +4.9% 69,095 $41.5M
DF Dent & Co. Inc. 0.52% Reduce -2.6% 68,023 $40.8M
GCQ FUNDS MANAGEMENT PTY Ltd 14.33% — 68,019 $40.8M
Kornitzer Capital Management Inc. 0.80% Reduce -0.3% 67,936 $40.8M
Citigroup Inc. 0.04% Reduce -12.4% 67,652 $40.6M
CIBC Private Wealth Group LLC 0.07% Reduce -1.6% 67,395 $40.6M
New York State Teachers Retirement System 0.08% Reduce -14.9% 64,883 $38.9M
APG Asset Management N.V. 0.11% Add +134.1% 67,122 $38.9M
Vaughan Nelson Investment Management, L.P. 0.36% Add +5.3% 64,475 $38.7M
Credit Agricole S A 0.13% Add +39.1% 62,759 $37.7M
Rathbones Group PLC 0.17% Add +3.7% 59,741 $35.8M
Valley Forge Capital Management 0.79% New 59,700 $35.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +92.8% 58,296 $35.0M
Thrivent Financial for Lutherans 0.07% Add +62.3% 58,061 $34.8M
CIBC Asset Management Inc 0.11% Reduce -8.5% 57,491 $34.4M
Danske Bank A/S 0.10% Reduce -15.2% 56,899 $34.1M
Bank of Nova Scotia 0.06% Add +185.6% 55,974 $33.6M
DekaBank Deutsche Girozentrale 0.06% No change 55,423 $33.5M
New York State Common Retirement Fund 0.04% Reduce -6.6% 55,761 $33.5M
Victory Capital Management Inc. 0.03% Add +5.1% 55,389 $33.2M
Natixis 0.23% Add +105.8% 55,184 $33.1M
Robeco Institutional Asset Management B.V. 0.06% Add +19.6% 54,469 $32.7M
Allianz Asset Management GmbH 0.05% Reduce -0.6% 52,892 $31.7M
Aware Super Pty Ltd as trustee of Aware Super 0.50% — 52,609 $31.6M
BLI - Banque de Luxembourg Investments 0.84% — 51,500 $30.9M
Gateway Investment Advisers LLC 0.34% Reduce -1.5% 51,316 $30.8M
Petrus Trust Company, LTA 2.97% Add +18.2% 51,166 $30.7M
State of Wisconsin Investment Board 0.08% Add +11.1% 50,542 $30.3M
Susquehanna International Group, LLP 0.05% Add +271.2% 50,298 $30.2M
Tudor Investment Corporation 0.32% Add +30.8% 50,271 $30.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.1% 49,522 $29.7M
CANADA LIFE ASSURANCE Co 0.05% Reduce -5.1% 48,916 $29.3M
Ensign Peak Advisors, Inc 0.05% Reduce -6.7% 46,918 $28.2M
Townsquare Capital LLC 0.32% Reduce -3.8% 46,875 $28.1M
Tokio Marine Asset Management Co. Ltd. 1.00% Reduce -5.6% 46,708 $28.0M
LPL Financial LLC 0.01% Add +13.4% 45,404 $27.2M
Korea Investment CORP 0.06% Add +24.6% 44,070 $26.4M
Select Equity Group, L.P. 0.10% Reduce -23.6% 42,676 $25.6M
Toronto Dominion Bank 0.05% Add +7.5% 42,188 $25.3M
Acadian Asset Management LLC 0.07% Add +124.8% 40,273 $24.2M
Investment Management Corp of Ontario 0.79% Reduce -1.0% 39,719 $23.8M
Dock Street Asset Management Inc. 2.83% Add +1.0% 39,346 $23.6M
Hantz Financial Services, Inc. 0.39% Reduce -5.4% 37,387 $22.4M
Pictet Asset Management Holding SA 0.02% Add +1.3% 37,352 $22.4M
Oppenheimer Asset Management Inc. 0.27% Reduce -2.8% 37,021 $22.2M
Weiss Asset Management LP 0.68% New 36,455 $21.9M
Groupe la Francaise 0.53% — 403,224 $21.6M
Coalescence Partners Investment Management, LP 8.16% Add +8.1% 35,690 $21.4M
Gillson Capital LP 1.92% Add +14.4% 35,577 $21.3M
Parnassus Investments, LLC 0.05% Reduce -1.4% 35,504 $21.3M
State of Michigan Retirement System 0.11% Reduce -8.1% 35,202 $21.1M
Azimuth Capital Investment Management LLC 0.81% Add +80.7% 34,720 $20.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.18% Reduce -0.6% 33,379 $20.8M
Treasurer of the State of North Carolina 0.08% Reduce -0.1% 34,329 $20.6M
Twinbeech Capital LP 0.35% New 34,303 $20.6M
Jain Global LLC 0.61% — 34,188 $20.5M
TD Asset Management Inc 0.02% Add +1.0% 34,038 $20.4M
W1M Asset Management Ltd 1.72% Reduce -4.0% 33,585 $20.2M
Public Employees Retirement System of Ohio 0.07% Reduce -3.7% 32,883 $19.7M
Eventide Asset Management, LLC 0.35% Add +3.5% 32,090 $19.3M
Fayez Sarofim & Co 0.05% No change 31,765 $19.1M
Royal London Asset Management Ltd. 0.05% Add +1.3% 31,542 $18.9M
Wilson Asset Management (international) PTY Ltd. 4.86% Reduce -25.3% 31,232 $18.7M
Asset Management One Co., Ltd. 0.06% Reduce -0.1% 30,488 $18.6M
Boston Financial Mangement LLC 0.56% Add +2.2% 30,933 $18.6M
First Trust Advisors LP 0.02% Add +5053.6% 30,406 $18.2M
Pittenger & Anderson Inc. 0.65% Add +1.5% 29,999 $18.0M
Texas Yale Capital Corp. 0.72% Reduce -0.0% 29,950 $18.0M
Vontobel Holding Ltd. 0.06% Reduce -17.1% 29,527 $17.7M
Forsta Ap-Fonden 0.13% Add +23.5% 29,400 $17.6M
State of Tennessee, Department of Treasury 0.06% Add +31.5% 29,275 $17.6M
D. E. Shaw & Co. 0.02% Reduce -82.9% 28,934 $17.4M
Vinva Investment Management Ltd 0.66% Add +38.7% 28,912 $17.3M
Stifel Financial Corp. 0.02% Reduce -0.6% 28,634 $17.2M
State of New Jersey Common Pension Fund D 0.07% Reduce -1.9% 28,651 $17.2M
Jane Street Group, LLC 0.03% Reduce -43.9% 27,957 $16.8M
Rafferty Asset Management, LLC 0.06% Add +3.7% 27,655 $16.6M
Engineers Gate Manager LP 0.28% Add +94.2% 27,090 $16.3M
Capital International, Inc. 0.19% Reduce -24.0% 26,896 $16.1M
Glenmede Trust Co. NA 0.08% Reduce -4.6% 26,844 $16.1M
Copeland Capital Management, LLC 0.30% Reduce -13.3% 26,803 $16.1M
Nisa Investment Advisors, LLC 0.06% Add +2.7% 26,643 $16.0M
KLP Kapitalforvaltning As 0.08% — 26,600 $16.0M
HUB Investment Partners, LLC 0.66% Reduce -0.4% 26,204 $15.7M
FIL Ltd 0.01% Add +4.1% 25,822 $15.5M
Comerica Bank 0.06% Reduce -1.6% 25,493 $15.3M
Orion Porfolio Solutions, LLC 0.15% Reduce -9.0% 25,119 $15.1M
Orion Portfolio Solutions, LLC 0.15% Reduce -9.0% 25,119 $15.1M
Marshall Wace, LLP 0.02% Reduce -53.2% 25,062 $15.0M
C WorldWide Group Holding A/S 0.18% Reduce -75.7% 24,908 $14.9M
Fred Alger Management, LLC 0.07% Add +36.4% 24,608 $14.8M
Resona Asset Management Co.,Ltd. 0.09% Reduce -5.2% 24,403 $14.7M
Handelsbanken Fonder AB 0.05% Add +6.8% 23,928 $14.4M
Caisse de depot et placement du Quebec 0.03% Add +144.1% 23,926 $14.4M
Candriam S.C.A. 0.08% Reduce -1.2% 23,603 $14.2M
B. Metzler seel. Sohn & Co. AG 0.14% Reduce -3.5% 23,321 $14.0M
Walter Public Investments Inc. 2.50% Add +18.5% 23,265 $14.0M
Mogy Joel R Investment Counsel Inc. 0.82% Add +5.2% 23,048 $13.8M
MetLife Investment Management, LLC 0.07% Add +0.9% 22,644 $13.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.68% No change 23,300 $13.5M
Arizona State Retirement System 0.08% Reduce -1.1% 22,471 $13.5M
Focus Partners Wealth 0.04% Add +225.2% 22,451 $13.5M
Westwind Capital 2.90% Add +0.8% 22,143 $13.3M
Mediolanum International Funds Ltd 0.17% Add +218.6% 21,868 $13.1M
Marks Group Wealth Management, Inc 1.27% Add +2.9% 21,563 $12.9M
2Xideas AG 1.73% Add +35.3% 21,557 $12.9M
Corebridge Financial, Inc. 0.07% Add +0.1% 21,328 $12.8M
Moran Wealth Management, LLC 0.39% Add +2.2% 20,574 $12.3M
Public Sector Pension Investment Board 0.05% Add +47.9% 20,374 $12.2M
RBF Capital, LLC 0.63% No change 20,000 $12.0M
Mariner, LLC 0.02% Add +2.5% 19,824 $11.9M
Trillium Asset Management, LLC 0.31% Reduce -8.0% 19,709 $11.8M
Commerce Bank 0.07% Reduce -3.3% 19,631 $11.8M
Xponance LLC 0.11% Add +1.8% 19,597 $11.8M
Cerity Partners LLC 0.03% Add +12.2% 19,445 $11.5M
Lansforsakringar Fondforvaltning AB (publ) 0.04% — 18,934 $11.4M
First Horizon Advisors, Inc. 0.32% Reduce -0.4% 18,875 $11.3M
Empower Advisory Group, LLC 0.04% Reduce -0.4% 18,796 $11.3M
Truist Financial Corp. 0.02% Reduce -1.6% 18,618 $11.2M
BNP Paribas 0.15% Reduce -1.2% 18,563 $11.1M
Overbrook Management Corp 2.38% Reduce -4.0% 18,422 $11.1M
Choate Investment Advisors 0.26% Add +235.2% 18,098 $10.9M
Aquatic Capital Management LLC 0.29% Add +121.3% 18,056 $10.8M
ProShare Advisors LLC 0.02% Add +10.3% 17,995 $10.8M
United Capital Financial Advisors, LLC 0.09% Reduce -5.2% 17,890 $10.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +0.4% 17,608 $10.6M
First Long Island Investors, LLC 0.84% Add +3.4% 17,574 $10.5M
Boothbay Fund Management, LLC 0.33% Add +92.6% 17,274 $10.4M
PNC Financial Services Group, Inc. 0.01% Reduce -3.0% 17,003 $10.2M
Montanaro Asset Management Ltd 2.11% Reduce -8.6% 17,000 $10.2M
Czech National Bank 0.09% Add +6.1% 16,993 $10.2M
Retirement Systems of Alabama 0.04% Reduce -1.3% 16,967 $10.2M
Atria Investments, Inc 0.12% Reduce -3.4% 16,677 $10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.7% 16,664 $10.0M
Amalgamated Bank 0.08% Reduce -0.1% 16,318 $9.8M
Daiwa Securities Group Inc. 0.04% Add +23.7% 16,241 $9.7M
Stony Point Capital LLC 2.23% No change 16,207 $9.7M
M&G PLC 0.06% Reduce -6.0% 16,187 $9.7M
Progressive Investment Management Corp 2.47% Reduce -1.9% 16,041 $9.6M
Nutshell Asset Management Ltd 6.07% — 16,016 $9.6M
Sterling Capital Management LLC 0.13% Add +1.7% 15,770 $9.5M
Northwest & Ethical Investments L.P. 0.25% Add +58.7% 15,400 $9.2M
Jump Financial, LLC 0.20% Add +83.0% 15,328 $9.2M
EFG Asset Management (Americas) Corp. 1.77% Add +13.9% 15,166 $9.1M
Pathstone Holdings, LLC 0.04% Reduce -0.6% 15,156 $9.1M
USS Investment Management Ltd 0.07% Reduce -8.9% 15,066 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +13.9% 15,060 $9.0M
Strategic Global Advisors, LLC 1.65% Add +4.3% 15,047 $9.0M
AXA S.A. 0.03% Reduce -68.6% 14,542 $8.7M
IFM Investors Pty Ltd 0.09% Reduce -9.0% 14,446 $8.7M
Thematics Asset Management 0.37% Reduce -6.7% 14,186 $8.5M
Motley Fool Wealth Management, LLC 0.44% Reduce -3.3% 14,210 $8.5M
Texas Capital Bank Wealth Management Services Inc 0.86% Add +0.2% 14,046 $8.4M
TCW Group Inc. 0.07% Reduce -27.1% 13,824 $8.3M
Lombard Odier Asset Management (Europe) Ltd 0.56% Reduce -32.4% 13,705 $8.2M
Silvant Capital Management LLC 0.34% No change 13,603 $8.2M
LBP Am SA 0.11% New 13,537 $8.1M
Crestline Management, L.P. 0.28% Reduce -2.4% 13,530 $8.1M
Ascent Wealth Partners, LLC 1.08% Reduce -0.4% 13,390 $8.0M
DNB Asset Management AS 0.03% Add +1.8% 13,322 $8.0M
O'shaughnessy Asset Management, LLC 0.07% Add +14.3% 12,818 $7.7M
Middleton & Co. Inc. 0.84% Reduce -0.1% 12,692 $7.6M
Utah Retirement Systems 0.08% Reduce -0.8% 12,654 $7.6M
KBC Group NV 0.02% Add +2.1% 12,471 $7.5M
Cibc World Markets Corp. 0.04% Reduce -18.8% 12,373 $7.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Reduce -21.6% 12,310 $7.4M
Ieq Capital, LLC 0.07% Add +97.4% 12,308 $7.4M
Bellwether Advisors, LLC 1.31% Add +10.7% 12,234 $7.3M
M&T Bank Corp 0.02% Reduce -3.7% 12,229 $7.3M
Creative Planning 0.01% Add +8.8% 12,064 $7.2M
Tidal Investments LLC 0.06% Reduce -1.2% 12,059 $7.2M
Lazard Asset Management LLC 0.01% Add +12.3% 12,030 $7.2M
Edmond DE Rothschild Holding S.A. 0.12% Reduce -1.2% 12,011 $7.2M
NewEdge Advisors, LLC 0.04% Add +5.3% 11,850 $7.1M
AMG National Trust Bank 0.19% Reduce -1.3% 11,771 $7.1M
Heron Bay Capital Management 1.46% Add +0.8% 11,607 $7.0M
Verition Fund Management LLC 0.04% Add +77.5% 11,495 $6.9M
State of Alaska, Department of Revenue 0.08% Reduce -1.7% 11,315 $6.8M
Whitford Management LLC 2.00% New 11,283 $6.8M
United Services Automobile Association 0.22% No change 11,214 $6.7M
Police & Firemen's Retirement System of New Jersey 0.06% — 11,113 $6.7M
Jefferies Financial Group Inc. 0.08% Reduce -39.5% 11,062 $6.6M
Evoke Wealth, LLC 0.18% Reduce -4.8% 10,934 $6.6M
Brevan Howard Capital Management LP 0.16% Reduce -12.9% 10,788 $6.5M
Cetera Investment Advisers 0.01% Reduce -0.1% 10,628 $6.4M
Marsico Capital Management LLC 0.17% No change 10,594 $6.4M
Sone Capital Management, LLC 0.80% — 10,514 $6.3M
New York Life Investment Management LLC 0.06% Reduce -9.6% 10,481 $6.3M
Baldwin Wealth Partners LLC 0.43% Add +5.8% 10,476 $6.3M
Fernwood Investment Management, LLC 2.16% Add +1.4% 10,354 $6.2M
Jensen Investment Management Inc. 0.06% No change 10,350 $6.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +25.8% 10,322 $6.2M
Advisors Capital Management, LLC 0.10% Add +2.0% 10,288 $6.2M
HRT Financial LP 0.03% Reduce -52.7% 10,054 $6.0M
Cape Cod Five Cents Savings Bank 0.53% No change 10,220 $6.0M
Nissay Asset Management Corp. /Japan 0.04% Reduce -0.1% 9,613 $5.9M
Donaldson Capital Management, LLC 0.22% Add +3.2% 9,763 $5.9M
Pacer Advisors, Inc. 0.01% Add +66.6% 9,732 $5.8M
Level Four Advisory Services, LLC 0.24% Add +7.1% 9,585 $5.8M
LGT Group Foundation 0.09% Add +3.1% 9,459 $5.7M
Janus Henderson Group PLC 0.00% Reduce -2.3% 9,424 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -3.1% 9,388 $5.6M
Unio Capital LLC 2.00% New 9,338 $5.6M
Financial Counselors Inc. 0.08% Reduce -0.1% 9,233 $5.5M
Yousif Capital Management, LLC 0.06% Reduce -3.9% 9,212 $5.5M
Cibc World Market Inc. 0.01% Add +20.2% 9,181 $5.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +6.1% 9,122 $5.5M
Inspire Investing, LLC 0.60% Add +0.0% 8,984 $5.4M
Andra AP-fonden 0.08% Reduce -26.1% 8,800 $5.3M
Logan Capital Management Inc. 0.22% Reduce -17.5% 8,774 $5.3M
Modera Wealth Management, LLC 0.06% Reduce -27.5% 8,685 $5.2M
Empire Life Investments Inc. 0.33% Reduce -0.8% 8,676 $5.2M
Sustainable Insight Capital Management, LLC 2.24% Add +52.0% 8,534 $5.1M
T. Rowe Price Investment Management, Inc. 0.00% Add +49.4% 8,425 $5.1M
Fortis Capital Management LLC 0.92% Add +1.9% 8,227 $4.9M
FourThought Financial Partners, LLC 0.51% Add +37.4% 8,144 $4.9M
Quadrature Capital Ltd 0.10% Reduce -3.3% 8,010 $4.8M
Clear Harbor Asset Management, LLC 0.39% Reduce -1.2% 7,957 $4.8M
Vident Advisory, LLC 0.08% Add +10.8% 7,694 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +2.3% 7,630 $4.6M
Alberta Investment Management Corp 0.03% No change 7,600 $4.6M
First Foundation Advisors 0.17% Add +12.8% 7,493 $4.5M
Mizuho Securities USA LLC 0.08% Add +45.6% 7,428 $4.5M
Scotia Capital Inc. 0.02% Add +22.3% 7,397 $4.4M
Ethic Inc. 0.09% Add +9.5% 7,397 $4.4M
Roundview Capital LLC 0.31% Reduce -0.3% 7,396 $4.4M
Alps Advisors Inc. 0.03% Reduce -0.3% 7,333 $4.4M
Portside Wealth Group, LLC 0.73% Reduce -4.8% 7,331 $4.4M
B & T Capital Management DBA Alpha Capital Management 0.80% Add +1.1% 7,292 $4.4M
iA Global Asset Management Inc. 0.08% Add +33.0% 7,258 $4.4M
Qsemble Capital Management, LP 0.58% Add +1902.5% 7,229 $4.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.63% Reduce -63.8% 7,157 $4.3M
Tsai Capital Corp 3.11% Add +9.4% 7,123 $4.3M
Yacktman Asset Management 0.05% No change 7,110 $4.3M
Bell Asset Management Ltd 0.77% Reduce -19.4% 7,067 $4.2M
DJE Kapital AG 0.10% — 7,100 $4.2M
DAVENPORT & Co LLC 0.02% Reduce -2.7% 6,950 $4.2M
Assetmark, Inc. 0.01% Add +11.0% 6,938 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +35.6% 6,773 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Add +223.5% 6,861 $4.1M
Fieldview Capital Management, LLC 0.63% — 6,788 $4.1M
Oregon Public Employees Retirement Fund 0.07% Add +0.1% 6,718 $4.0M
Evelyn Partners Investment Management LLP 0.13% — 6,717 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +72.7% 6,699 $4.0M
Holocene Advisors, LP 0.01% New 6,646 $4.0M
Knollwood Investment Advisory, LLC 0.41% No change 6,597 $4.0M
Avanda Investment Management Pte. Ltd. 1.25% Reduce -7.5% 6,567 $3.9M
Headlands Technologies LLC 0.39% Add +63.4% 6,479 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -31.8% 6,328 $3.8M
UniSuper Management Pty Ltd 0.03% Add +22.5% 6,319 $3.8M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.0% 6,264 $3.8M
Icon Wealth Advisors, LLC 0.31% Add +1.6% 6,260 $3.8M
Sanctuary Advisors, LLC 0.02% Reduce -1.3% 6,329 $3.7M
MML Investors Services, LLC 0.01% Add +1.2% 6,215 $3.7M
PGGM Investments 0.05% No change 6,095 $3.7M
Graham Capital Management, L.P. 0.18% Add +23.3% 5,983 $3.6M
Algert Global LLC 0.08% Add +2.9% 5,924 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% No change 5,920 $3.6M
Fifth Third Bancorp 0.01% Reduce -10.9% 5,868 $3.5M
Wealthfront Advisers LLC 0.01% Add +12.6% 5,861 $3.5M
Osaic Holdings, Inc. 0.01% Add +179.2% 14,231 $3.5M
Ghe, LLC 1.35% Add +3.6% 5,670 $3.4M
Squarepoint Ops LLC 0.01% Reduce -37.3% 5,584 $3.4M
Synovus Financial Corp. 0.04% Add +0.7% 5,557 $3.3M
Avanza Fonder AB 0.10% — 5,514 $3.3M
Cumberland Partners Ltd 0.23% Add +120.0% 5,500 $3.3M
Kentucky Retirement Systems 0.10% Reduce -1.4% 5,405 $3.2M
Vanderbilt University 0.63% Reduce -11.0% 5,378 $3.2M
Intech Investment Management LLC 0.03% Add +715.4% 5,251 $3.2M
Alamar Capital Management, LLC 1.71% Reduce -5.4% 5,221 $3.1M
Advisors Asset Management, Inc. 0.06% Add +49.6% 5,087 $3.1M
Alliance Wealth Advisors, LLC 0.78% Reduce -6.3% 5,044 $3.0M
Tocqueville Asset Management L.P. 0.05% Add +7.8% 5,041 $3.0M
Apollon Wealth Management, LLC 0.07% Add +45.1% 5,012 $3.0M
Union Bancaire Privee, UBP SA 0.05% — 4,848 $3.0M
Cornerstone Advisors, LLC 0.12% No change 4,900 $2.9M
K.J. Harrison & Partners Inc 0.46% Reduce -0.1% 4,909 $2.9M
Freedom Day Solutions, LLC 0.88% Add +6.6% 4,878 $2.9M
Hartford Investment Management Co. 0.10% Reduce -1.9% 4,852 $2.9M
Cwm, LLC 0.01% Add +25.6% 4,794 $2.9M
LGT Fund Management Co Ltd. 0.25% Add +7.4% 4,785 $2.9M
Swiss Life Asset Management Ltd 0.02% Add +18.4% 4,766 $2.9M
US Bancorp \de 0.00% Add +6.3% 4,750 $2.9M
Woodline Partners LP 0.02% New 4,739 $2.8M
Norden Group LLC 0.31% Reduce -4.5% 4,620 $2.8M
Teza Capital Management LLC 0.42% Add +93.3% 4,576 $2.7M
Dash Acquisitions Inc. 0.58% Add +17.7% 4,358 $2.7M
Abn Amro Investment Solutions 0.05% Add +13.3% 4,542 $2.7M
Ofi Invest Asset Management 0.06% — 4,690 $2.7M
Plato Investment Management Ltd 0.19% Add +2.7% 4,399 $2.6M
MV Capital Management, Inc. 0.28% Reduce -0.4% 4,394 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.1% 4,391 $2.6M
Sumitomo Life Insurance Co. 0.05% Reduce -1.8% 4,326 $2.6M
TD Private Client Wealth LLC 0.07% Add +34.0% 4,307 $2.6M
Caxton Associates LP 0.08% New 4,291 $2.6M
Value Partners Investments Inc. 1.45% Add +3.6% 4,285 $2.6M
Norinchukin Bank, The 0.05% Add +3.3% 4,281 $2.6M
E. Ohman J:or Asset Management AB 0.06% Reduce -0.3% 4,273 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -2.3% 4,237 $2.5M
Groupama Asset Managment 0.05% Add +65.3% 4,211 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -4.5% 4,200 $2.5M
Spire Wealth Management 0.08% Add +38.0% 4,190 $2.5M
Kestra Advisory Services, LLC 0.01% Reduce -21.7% 4,134 $2.5M
Delta Investment Management, LLC 0.48% Add +2.0% 4,092 $2.5M
Allianz SE 0.06% No change 4,075 $2.4M
Maryland State Retirement & Pension System 0.05% Reduce -7.6% 4,058 $2.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.25% — 4,050 $2.4M
Canandaigua National Bank & Trust Co. 0.24% Reduce -2.1% 4,048 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.0% 4,043 $2.4M
Kirtland Hills Capital Management, LLC 1.53% Add +4.2% 3,993 $2.4M
CreativeOne Wealth, LLC 0.07% Reduce -3.1% 3,953 $2.4M
Williams Jones Wealth Management, LLC. 0.03% Reduce -86.0% 3,907 $2.3M
Grove Bank & Trust 0.33% Add +3.3% 3,902 $2.3M
Dakota Wealth Management 0.05% Reduce -4.9% 3,875 $2.3M
Dynasty Wealth Management, LLC 0.04% Add +2.6% 3,778 $2.3M
Shelton Capital Management 0.06% Reduce -0.6% 3,744 $2.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -80.7% 3,743 $2.2M
Mercer Global Advisors Inc. 0.01% Add +23.9% 3,743 $2.2M
Aurora Investment Managers, LLC. 1.40% Reduce -3.0% 3,730 $2.2M
Bokf, NA 0.04% Reduce -0.6% 3,875 $2.2M
MAI Capital Management 0.02% Add +442.5% 3,716 $2.2M
Choreo, LLC 0.03% Add +33.8% 3,712 $2.2M
New Mexico Educational Retirement Board 0.07% Reduce -5.1% 3,700 $2.2M
Verdence Capital Advisors LLC 0.18% Add +0.9% 3,700 $2.2M
Fiduciary Trust Co 0.03% Add +20.8% 3,661 $2.2M
Meitav Investment House Ltd. 0.04% Add +10.5% 3,656 $2.2M
HHLR Advisors, LTD. 0.08% New 3,650 $2.2M
Tower Research Capital LLC (TRC) 0.04% Reduce -8.1% 3,623 $2.2M
Natural Investments, LLC 0.60% — 3,620 $2.2M
Oak Thistle LLC 0.64% Reduce -12.4% 3,574 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.4% 3,577 $2.1M
ING Groep NV 0.01% Reduce -10.7% 3,542 $2.1M
Freedom Investment Management, Inc. 0.18% Reduce -2.4% 3,524 $2.1M
Palumbo Wealth Management LLC 0.78% Add +14.6% 3,462 $2.1M
Greenleaf Trust 0.02% Reduce -4.2% 3,446 $2.1M
Capital International Sarl 0.05% Reduce -5.9% 3,440 $2.1M
1832 Asset Management L.P. 0.00% Reduce -37.0% 3,400 $2.0M
PFG Advisors 0.12% Reduce -2.2% 3,388 $2.0M
Schechter Investment Advisors, LLC 0.15% Reduce -1.3% 3,347 $2.0M
Trivant Custom Portfolio Group, LLC 1.16% Add +0.6% 3,325 $2.0M
OMERS ADMINISTRATION Corp 0.02% Add +20.3% 3,302 $2.0M
Stephens Inc. 0.03% Reduce -1.1% 3,268 $2.0M
Segment Wealth Management, LLC 0.13% No change 3,263 $2.0M
Jones Financial Companies LLLP 0.00% Add +116.1% 3,237 $1.9M
First Hawaiian Bank 0.06% Reduce -6.3% 3,231 $1.9M
E Fund Management Co., Ltd. 0.10% Add +2.4% 3,230 $1.9M
BI Asset Management Fondsmaeglerselskab A/S 0.02% New 3,220 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.6% 3,207 $1.9M
Fairbanks Capital Management, Inc. 1.18% Add +2.1% 3,146 $1.9M
Quantbot Technologies LP 0.07% Reduce -29.5% 3,141 $1.9M
Park Avenue Securities LLC 0.02% Add +9.2% 3,121 $1.9M
Diversified Trust Co. 0.05% Add +7.6% 3,109 $1.9M
&partners 0.02% Add +67.1% 3,079 $1.8M
QRG Capital Management, Inc. 0.02% Add +25.9% 3,069 $1.8M
AlphaQuest LLC 0.24% Reduce -15.1% 3,053 $1.8M
Merit Financial Group, LLC 0.03% Add +76.3% 2,992 $1.8M
Gibbs Wealth Management 0.49% Add +17.6% 2,988 $1.8M
NewEdge Wealth, LLC 0.03% Reduce -0.3% 2,975 $1.8M
EFG Asset Management (North America) Corp. 0.24% Add +57.1% 2,921 $1.8M
Machina Capital S.A.S. 0.74% Add +183.8% 2,912 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -10.9% 2,862 $1.7M
Legacy Advisors, LLC 0.16% Add +155.2% 2,802 $1.7M
City Holding Co. 0.24% Reduce -14.6% 2,799 $1.7M
AE Wealth Management LLC 0.01% Reduce -9.3% 2,757 $1.7M
Fox Run Management, L.L.C. 0.30% New 2,749 $1.6M
Signal Advisors Wealth, LLC 0.19% Add +0.4% 2,733 $1.6M
Sequoia Financial Advisors, LLC 0.02% Add +17.8% 2,730 $1.6M
Empirical Finance, LLC 0.09% Reduce -1.0% 2,691 $1.6M
BDF-Gestion 0.16% Reduce -11.6% 2,668 $1.6M
Crossmark Global Holdings, Inc. 0.03% Reduce -39.8% 2,652 $1.6M
Metis Global Partners, LLC 0.05% Add +5.2% 2,647 $1.6M
Pallas Capital Advisors LLC 0.07% Add +7.6% 2,603 $1.6M
Caprock Group, LLC 0.05% Add +20.4% 2,598 $1.6M
Nomura Holdings Inc. 0.01% New 2,583 $1.5M
Versor Investments LP 0.27% New 2,578 $1.5M
Snowden Capital Advisors LLC 0.05% Reduce -4.0% 2,566 $1.5M
SRN Advisors, LLC 1.34% Add +4.0% 2,505 $1.5M
Personal Cfo Solutions, LLC 0.30% Reduce -0.8% 2,500 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 2,489 $1.5M
Cornercap Investment Counsel Inc. 0.48% Reduce -4.0% 2,461 $1.5M
Wellington Wealth Strategies, LLC. 1.34% Add +7.8% 2,571 $1.5M
Americana Partners, LLC 0.06% Reduce -5.1% 2,437 $1.5M
Vestmark Advisory Solutions, Inc. 0.05% Add +5.0% 2,370 $1.4M
Captrust Financial Advisors 0.00% Add +43.5% 2,352 $1.4M
Allstate Corp. 0.04% New 2,325 $1.4M
AXS Investments LLC 0.38% Add +0.5% 2,261 $1.4M
Bennett Selby Investments LP 0.54% Add +0.1% 2,260 $1.4M
Fuller & Thaler Asset Management, Inc. 0.01% Add +79.3% 2,245 $1.3M
Capital Investment Advisory Services, LLC 0.13% Add +1.5% 2,243 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -0.8% 2,243 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -17.3% 2,241 $1.3M
ProVise Management Group, LLC 0.11% No change 2,234 $1.3M
Susquehanna Fundamental Investments, LLC 0.02% — 2,222 $1.3M
OneDigital Investment Advisors LLC 0.02% Reduce -6.5% 2,197 $1.3M
King Luther Capital Management Corp. 0.01% Reduce -0.4% 2,179 $1.3M
Procyon Advisors, LLC 0.08% Add +11.2% 2,175 $1.3M
Evelyn Partners Investment Management Services Ltd 0.23% — 2,162 $1.3M
NEOS Investment Management LLC 0.03% Add +31.4% 2,157 $1.3M
Leonteq Securities AG 0.13% Add +30.2% 2,126 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +4.8% 2,123 $1.3M
IFP Advisors, Inc 0.04% Add +4.3% 2,071 $1.2M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +14.8% 2,064 $1.2M
Bleakley Financial Group, LLC 0.04% Add +0.9% 2,044 $1.2M
WealthBridge Investment Counsel Inc. 0.45% Add +5.2% 2,037 $1.2M
Inceptionr LLC 0.27% New 2,029 $1.2M
Frank, Rimerman Advisors LLC 0.09% Add +2.5% 2,018 $1.2M
Diversify Wealth Management, LLC 0.09% Reduce -3.1% 2,098 $1.2M
Grandeur Peak Global Advisors, LLC 0.11% Add +59.4% 2,003 $1.2M
Principal Securities, Inc. 0.03% Add +6.7% 1,978 $1.2M
Figure 8 Investment Strategies LLC 1.16% — 1,966 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -87.0% 1,939 $1.2M
Coldstream Capital Management Inc. 0.02% Add +12.8% 1,935 $1.2M
Keybank National Association 0.00% Reduce -1.9% 1,934 $1.2M
Regions Financial Corp. 0.01% Reduce -25.5% 1,925 $1.2M
Keystone Investors Pte Ltd. 0.08% Reduce -69.3% 1,909 $1.1M
Citizens Financial Group Inc. 0.02% Add +75.1% 1,900 $1.1M
Navellier & Associates Inc. 0.14% Add +31.0% 1,896 $1.1M
Banco Santander, S.A. 0.01% Reduce -35.6% 1,894 $1.1M
Liberty Wealth Management LLC 0.19% No change 1,883 $1.1M
Natixis Investment Managers International 0.09% Add +5.9% 1,872 $1.1M
Empowered Funds, LLC 0.02% Add +26.5% 1,861 $1.1M
Guggenheim Capital LLC 0.01% Add +9.5% 1,861 $1.1M
Strategic Wealth Investment Group, LLC 0.06% Reduce -1.9% 1,852 $1.1M
Capstone Investment Advisors, LLC 0.01% Add +308.9% 1,848 $1.1M
Davidson Kahn Capital Management, LLC 1.02% — 1,836 $1.1M
111 Capital 0.23% — 1,827 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -33.0% 1,813 $1.1M
Praxis Investment Management Inc. 0.07% No change 1,797 $1.1M
Nvwm, LLC 0.27% Add +3581.3% 1,767 $1.1M
Ostrum Asset Management 0.09% Add +15.8% 1,766 $1.1M
J. Safra Sarasin Holding AG 0.02% New 1,762 $1.1M
Win Advisors, Inc. 0.51% New 1,761 $1.1M
Ballentine Partners, LLC 0.02% Add +3.9% 1,748 $1.0M
Nebula Research & Development LLC 0.12% Reduce -30.6% 1,724 $1.0M
Montag A & Associates Inc. 0.05% Add +344.7% 1,690 $1.0M
Copperwynd Financial, LLC 0.28% Add +9.7% 1,682 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +5.3% 1,663 $998K
Pier Capital, LLC 0.14% Reduce -14.4% 1,656 $994K
Sompo Asset Management Co., Ltd. 0.17% Add +0.6% 1,650 $990K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -1.3% 1,644 $986K
Meeder Advisory Services, Inc. 0.06% Reduce -8.0% 1,642 $985K
Redwood Investments, LLC 0.26% Reduce -1.0% 1,640 $984K
B.O.S.S. Retirement Advisors, LLC 0.27% New 1,602 $961K
Benin Management CORP 0.26% Add +31.6% 1,598 $959K
Intellectus Partners, LLC 0.21% Add +0.1% 1,591 $955K
Agf Management Ltd. 0.00% Add +11.9% 1,561 $937K
Texas Capital Bancshares Inc 0.38% No change 1,559 $935K
Institute for Wealth Management, LLC. 0.12% Reduce -0.3% 1,551 $931K
Hohimer Wealth Management, LLC 0.18% Add +0.7% 1,550 $930K
Wallace Advisory Group, LLC 0.64% Add +63.1% 1,595 $930K
Arbor Capital Management Inc. 0.91% Reduce -16.1% 1,549 $930K
RB Capital Management, LLC 0.22% Reduce -3.2% 1,519 $911K
Callan Family Office, LLC 0.06% New 1,494 $896K
Exchange Traded Concepts, LLC 0.02% Add +57.7% 1,484 $890K
Balyasny Asset Management L.P. 0.00% Add +9.4% 1,478 $887K
BlueSpruce Investments, LP 0.02% No change 1,461 $877K
LVW Advisors, LLC 0.11% Add +4.1% 1,460 $876K
Dynamic Technology Lab Private Ltd 0.14% New 1,460 $876K
CI Investments Inc. 0.00% Add +40.7% 1,451 $871K
SBI Securities Co., Ltd. 0.03% — 1,445 $867K
Advisor OS, LLC 0.10% Reduce -33.0% 1,437 $862K
Vestcor Inc 0.03% Reduce -0.1% 1,432 $859K
Wrapmanager Inc. 0.22% Reduce -17.1% 1,422 $853K
Cypress Asset Management Inc. 0.21% Reduce -3.1% 1,403 $842K
Stance Capital LLC 0.52% — 1,401 $841K
Bridgefront Capital, LLC 0.28% Add +78.8% 1,398 $839K
Shell Asset Management Co. 0.04% Reduce -11.2% 1,389 $833K
Mission Wealth Management, LP 0.02% Reduce -6.6% 1,378 $827K
HB Wealth Management, LLC 0.01% Add +6.9% 1,377 $826K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -9.4% 1,377 $826K
Signet Financial Management, LLC 0.11% Add +0.8% 1,376 $825K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +0.5% 1,375 $825K
Freestone Grove Partners LP 0.01% — 1,375 $825K
Equitable Holdings, Inc. 0.01% Add +290.1% 1,373 $824K
Three Seasons Wealth, LLC 0.40% Add +0.9% 1,372 $823K
Gen-Wealth Partners Inc 0.35% Add +27.9% 1,349 $810K
Wedmont Private Capital 0.04% Add +20.0% 1,404 $808K
Heartland Bank & Trust Co 0.44% Reduce -4.2% 1,341 $805K
Canada Post Corp Registered Pension Plan 0.05% — 1,338 $803K
Stevens Capital Management LP 0.32% New 1,324 $794K
Roberts Capital Advisors, LLC 0.65% No change 1,293 $776K
One Wealth Capital Management, LLC 0.39% — 1,290 $774K
Quintet Private Bank (Europe) S.A. 0.04% Reduce -13.1% 1,285 $771K
Threadgill Financial, LLC 0.41% Add +255.4% 1,283 $770K
NorthCoast Asset Management LLC 0.00% New 1,276 $767K
Gries Financial LLC 0.14% Add +0.4% 1,277 $766K
Harbor Capital Advisors, Inc. 0.03% Add +2.2% 1,266 $760K
World Equity Group, Inc. 0.16% Add +106.2% 1,264 $758K
Burney Co./ 0.03% Add +8.7% 1,251 $751K
Signaturefd, LLC 0.01% Reduce -0.6% 1,240 $744K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -3.0% 1,235 $741K
Horizon Investments, LLC 0.02% Add +3.0% 1,220 $732K
Profund Advisors LLC 0.03% Reduce -2.2% 1,211 $727K
Graypoint LLC 0.04% Reduce -0.8% 1,208 $725K
Simon Quick Advisors, LLC 0.04% Add +5.3% 1,200 $720K
Tectonic Advisors LLC 0.05% No change 1,197 $718K
Fairtree Asset Management (Pty) Ltd 0.68% — 1,193 $716K
Tema ETFs LLC 0.30% — 1,191 $715K
Transcend Capital Advisors, LLC 0.05% Reduce -1.1% 1,183 $710K
Fidelis Capital Partners, LLC 0.07% Add +4.2% 1,219 $710K
Flputnam Investment Management Co. 0.01% Add +0.2% 1,176 $706K
XTX Topco Ltd 0.06% Reduce -42.9% 1,159 $695K
Mufg Securities Americas Inc. 0.09% — 1,157 $694K
Lido Advisors, LLC 0.00% Add +22.3% 1,157 $694K
Ellevest, Inc. 0.04% Reduce -6.0% 1,127 $676K
Prelude Capital Management, LLC 0.06% Add +62.3% 1,105 $663K
Sava Infond d.o.o. 0.12% — 1,100 $660K
Alken Asset Management Ltd 29.72% New 1,100 $660K
Strive Asset Management, LLC 0.49% — 1,097 $658K
Dark Forest Capital Management LP 0.10% Reduce -37.8% 1,096 $658K
Compound Planning, Inc. 0.03% Add +113.7% 1,094 $657K
HighPoint Advisor Group LLC 0.04% Reduce -10.9% 1,133 $654K
Integrated Investment Consultants, LLC 0.13% Add +3.9% 1,087 $652K
Venturi Wealth Management, LLC 0.03% Add +84.8% 1,074 $644K
Birch Financial Group, LLC 0.72% — 1,070 $642K
Oak Ridge Investments LLC 0.05% Reduce -1.0% 1,069 $641K
Summit Trail Advisors, LLC 0.02% Add +31.7% 1,067 $640K
Stanley-Laman Group, Ltd. 0.09% No change 1,058 $635K
Pinnacle Associates Ltd. 0.01% Reduce -19.7% 1,050 $630K
FJ Capital Management LLC 0.07% Add +115.5% 1,045 $627K
Baker Tilly Wealth Management, LLC 0.25% Add +6.0% 1,044 $626K
Advisory Services Network, LLC 0.01% Reduce -50.5% 1,036 $622K
Dana Investment Advisors, Inc. 0.02% No change 1,008 $605K
Blair William & Co. 0.00% Reduce -1.5% 1,004 $602K
Birinyi Associates Inc. 0.17% Reduce -20.4% 1,000 $600K
Harbor Advisors LLC 0.09% No change 1,000 $600K
Evercore Wealth Management, LLC 0.01% No change 999 $599K
Gilbert & Cook, Inc. 0.08% Add +7.4% 984 $590K
Catalyst Capital Advisors LLC 0.01% Reduce -40.6% 975 $585K
Diversify Advisory Services, LLC 0.03% Reduce -6.0% 1,011 $582K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.1% 964 $578K
Bradley Foster & Sargent Inc. 0.01% Reduce -8.6% 963 $578K
Prudential PLC 0.00% Add +36.6% 955 $573K
Malaga Cove Capital, LLC 0.22% Add +1.1% 954 $572K
Atria Wealth Solutions, Inc. 0.01% Reduce -2.1% 952 $571K
Bourgeon Capital Management LLC 0.11% New 948 $569K
Perpetual Ltd 0.01% Reduce -49.1% 944 $566K
MJP Associates Inc. 0.10% Add +3.9% 929 $557K
NorthRock Partners, LLC 0.02% Reduce -5.8% 926 $556K
Wilmington Savings Fund Society, FSB 0.01% Add +0.8% 926 $556K
Trust Asset Management LLC 0.04% No change 919 $551K
RFG Advisory, LLC 0.02% Reduce -14.9% 919 $551K
Emerald Advisers, LLC 0.02% Add +0.3% 901 $541K
Pitcairn Co. 0.03% Reduce -1.3% 889 $533K
Toth Financial Advisory Corp. 0.06% Add +3.1% 884 $530K
Triglav Investments, D.O.O. 0.04% — 875 $525K
Azzad Asset Management Inc. 0.10% Add +0.6% 873 $524K
Kestra Investment Management, LLC 0.02% Add +30.1% 868 $521K
Valley Wealth Managers, Inc. 0.04% Add +7.9% 862 $517K
CNB Bank 0.24% Reduce -5.5% 848 $509K
Aviso Financial Inc. 0.03% Reduce -1.4% 837 $502K
GAMMA Investing LLC 0.04% Add +98.8% 825 $495K
Wealthspire Advisors, LLC 0.00% Reduce -10.3% 814 $489K
Beacon Pointe Advisors, LLC 0.01% Reduce -12.6% 810 $486K
Boit C F David 0.24% No change 810 $486K
Mather Group, Llc. 0.01% Add +3.1% 807 $484K
Ascentis Wealth Management, LLC 0.17% Add +8.9% 807 $484K
D.A. Davidson & Co. 0.00% Reduce -0.1% 803 $482K
Salvus Wealth Management, LLC 0.31% Add +2.8% 803 $482K
Parallel Advisors, LLC 0.01% Add +10.3% 791 $475K
Cigna Investments Inc. 0.08% Reduce -1.0% 789 $473K
Entropy Technologies, LP 0.05% Reduce -83.6% 787 $472K
Elk River Wealth Management LLC 0.08% No change 780 $468K
Geller Advisors LLC 0.03% Reduce -1.3% 780 $468K
Cary Street Partners Investment Advisory LLC 0.30% Reduce -13.7% 774 $464K
Apeiron RIA LLC 0.13% Add +13.6% 768 $461K
Integrated Advisors Network LLC 0.02% Add +48.1% 764 $458K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.1% 764 $458K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -73.3% 763 $458K
Fielder Capital Group LLC 0.14% New 760 $456K
Ethos Financial Group, LLC 0.06% New 755 $453K
Checchi Capital Advisers, LLC 0.03% Add +1.1% 747 $448K
Fifth Third Wealth Advisors LLC 0.02% Add +1.8% 745 $447K
Farther Finance Advisors, LLC 0.02% Reduce -6.1% 743 $446K
Lecap Asset Management Ltd. 0.12% Reduce -87.5% 737 $442K
Sfmg, LLC 0.03% No change 734 $440K
New World Advisors LLC 0.11% Reduce -1.9% 732 $439K
Hilltop Holdings Inc. 0.03% Add +6.0% 729 $437K
Huntington National Bank 0.00% Add +90.6% 728 $437K
Commerzbank Aktiengesellschaft 0.01% Reduce -2.7% 725 $435K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 721 $433K
Private Advisor Group, LLC 0.00% Reduce -24.1% 717 $430K
Weaver Capital Management LLC 0.12% Add +3.0% 712 $427K
Wealth Alliance, LLC 0.05% Reduce -0.7% 711 $427K
Voleon Capital Management LP 0.03% — 706 $424K
Connecticut Wealth Management, LLC 0.02% Add +2.2% 705 $423K
GeoWealth Management, LLC 0.01% Add +2.0% 703 $422K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.17% No change 700 $420K
Syon Capital LLC 0.04% Reduce -6.3% 693 $416K
Williamson Legacy Group, LLC 0.28% Add +53.7% 693 $416K
Beverly Hills Private Wealth, LLC 0.08% No change 689 $413K
Quadrant Capital Group LLC 0.03% Reduce -7.1% 684 $410K
World Investment Advisors 0.01% New 682 $409K
Brown Brothers Harriman & Co. 0.00% Reduce -3.0% 680 $408K
Meridian Wealth Management, LLC 0.02% Add +1.2% 675 $405K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -4.1% 675 $405K
Axxcess Wealth Management, LLC 0.01% Add +0.6% 673 $404K
Kathmere Capital Management, LLC 0.04% Add +15.6% 667 $400K
Castleview Partners, LLC 0.22% Reduce -13.3% 670 $400K
DRW Securities, LLC 0.03% New 660 $396K
Chicago Partners Investment Group LLC 0.01% Add +54.6% 657 $396K
Ritholtz Wealth Management 0.01% Add +5.8% 659 $395K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% Reduce -17.5% 655 $393K
Crestmont Private Wealth LLC 0.17% Add +3.7% 647 $388K
Sigma Planning Corp 0.01% Add +5.2% 646 $388K
Westpac Banking Corp. 0.03% No change 643 $386K
Permanent Capital Management, LP 0.12% — 636 $382K
JSF Financial, LLC 0.10% No change 633 $380K
Net Worth Advisory Group 0.12% Add +0.3% 631 $379K
Vise Technologies, Inc. 0.03% New 628 $377K
Independent Advisor Alliance 0.01% Add +27.4% 623 $374K
R Squared Ltd 0.36% — 620 $372K
Sage Mountain Advisors LLC 0.03% Reduce -16.3% 617 $370K
Concourse Financial Group Securities, Inc. 0.02% Reduce -1.9% 604 $370K
Equitable Trust Co. 0.02% No change 608 $365K
Smartleaf Asset Management LLC 0.04% Add +29.4% 603 $362K
WJ Wealth Management, LLC 0.12% No change 600 $360K
Winslow Capital Management, LLC 0.00% Reduce -17.3% 598 $359K
Optimize Financial Inc. 0.27% — 596 $358K
Insigneo Advisory Services, LLC 0.04% Reduce -3.4% 596 $358K
Kestra Private Wealth Services, LLC 0.01% Add +43.0% 592 $355K
Perigon Wealth Management, LLC 0.01% Add +3.6% 575 $351K
Valeo Financial Advisors, LLC 0.01% Add +1.2% 583 $350K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -84.6% 583 $350K
Blue Barn Wealth, LLC 0.18% Reduce -0.3% 581 $349K
DSG Capital Advisors, LLC 0.06% — 576 $346K
Fenimore Asset Management Inc 0.01% No change 572 $343K
Dorsey & Whitney Trust CO LLC 0.02% Add +26.7% 569 $341K
Prime Capital Investment Advisors, LLC 0.00% Add +0.5% 567 $340K
Whittier Trust Co. of Nevada Inc. 0.01% No change 566 $340K
Aptus Capital Advisors, LLC 0.00% New 564 $338K
New Century Financial Group, LLC 0.14% Reduce -17.6% 562 $338K
Capital Advisors, Ltd. LLC 0.04% Add +0.7% 561 $336K
Cynosure Group, LLC 0.05% Reduce -26.4% 559 $335K
GTS Securities LLC 0.02% Reduce -44.2% 556 $334K
Penserra Capital Management LLC 0.01% Add +51.5% 556 $333K
Forum Financial Management, LP 0.01% Add +6.1% 553 $332K
Savant Capital, LLC 0.00% Add +56.7% 550 $330K
Lake Street Advisors Group, LLC 0.02% Reduce -0.2% 546 $328K
City National Bank of Florida 0.30% — 541 $325K
PUREfi Wealth, LLC 0.31% — 536 $322K
Wedbush Securities Inc. 0.01% Add +44.4% 533 $320K
Clarius Group, LLC 0.02% Add +1.7% 531 $319K
Chilton Investment Co. Inc. 0.01% No change 530 $318K
Optivise Advisory Services LLC 0.17% New 520 $312K
GK Wealth Management LLC 0.39% — 517 $310K
Centiva Capital, LP 0.01% Reduce -87.3% 516 $310K
Simplicity Wealth,LLC 0.06% Add +8.0% 515 $309K
Ramirez Asset Management, Inc. 0.06% No change 509 $305K
True North Advisors, LLC 0.07% New 507 $304K
Fullcircle Wealth LLC 0.12% No change 530 $303K
Brooklyn Investment Group 0.09% Reduce -1.2% 505 $303K
Wolverine Trading, LLC 0.01% New 500 $300K
Security Financial Services, INC. 0.06% Add +5.5% 499 $299K
OneAscent Financial Services LLC 0.03% Reduce -22.4% 499 $299K
SYM FINANCIAL Corp 0.04% New 496 $298K
GWN Securities Inc. 0.08% — 477 $296K
FFT Wealth Management LLC 0.02% New 493 $296K
Angeles Wealth Management, LLC 0.02% Add +3.6% 492 $295K
Crestwood Advisors Group, LLC 0.01% Add +11.3% 492 $295K
Gsa Capital Partners LLP 0.02% New 491 $295K
Aster Capital Management (DIFC) Ltd 0.11% Reduce -49.8% 484 $290K
Howard Capital Management, LLC 0.00% Add +3.2% 484 $290K
Concurrent Investment Advisors, LLC 0.01% Add +7.1% 484 $290K
Veltria Advisors Corp. 0.12% Add +7.9% 477 $286K
Calydon Capital 0.06% Add +11.4% 470 $282K
Hamilton Capital Partners Inc. 0.02% No change 470 $282K
Chancellor Financial Group WB LP 0.23% — 467 $280K
Clearstead Advisors, LLC 0.00% Reduce -2.3% 465 $279K
Empirical Asset Management, LLC 0.09% New 464 $278K
Aaron Wealth Advisors LLC 0.03% Add +20.7% 461 $277K
Conning Inc. 0.01% Reduce -2.8% 459 $275K
V-Square Quantitative Management LLC 0.04% Reduce -10.2% 458 $275K
J2 Capital Management Inc 0.26% — 456 $274K
PDS Planning, Inc 0.02% Add +8.2% 451 $271K
Whittier Trust Co. 0.00% Reduce -23.8% 451 $271K
Howard Bailey Securities, LLC 0.10% Reduce -6.3% 449 $269K
Capital Advisors Inc. 0.01% New 449 $269K
Keel Point, LLC 0.02% Add +12.6% 446 $268K
Quarry LP 0.05% Reduce -15.4% 446 $268K
Flagship Harbor Advisors, LLC 0.01% Add +5.8% 441 $265K
Sagespring Wealth Partners, LLC 0.01% — 438 $263K
Evergreen Capital Management LLC 0.01% No change 437 $262K
D.B. Root & Company, LLC 0.08% Add +0.2% 428 $257K
Kingswood Wealth Advisors, LLC 0.02% Reduce -77.2% 426 $256K
SVB Wealth LLC 0.00% New 426 $255K
Focus Financial Network, Inc. 0.01% New 424 $254K
Flow Traders U.S. LLC 0.01% New 422 $253K
Smithfield Trust Co 0.01% No change 417 $251K
CWA Asset Management Group, LLC 0.01% Add +4.2% 418 $251K
WealthBridge Capital Management, LLC 0.07% No change 414 $248K
Certuity, LLC 0.03% Reduce -4.8% 414 $248K
Mayflower Financial Advisors, LLC 0.04% Add +0.5% 413 $248K
Avestar Capital, LLC 0.02% Add +9.8% 413 $248K
Journey Strategic Wealth LLC 0.01% Reduce -1.0% 409 $245K
Claret Asset Management Corp 0.04% Add +0.7% 408 $245K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -20.8% 408 $245K
EverSource Wealth Advisors, LLC 0.01% Add +11.8% 406 $243K
Virtue Capital Management, LLC 0.05% Reduce -12.7% 404 $242K
Lantz Financial LLC 0.06% Add +0.5% 403 $242K
Blue Edge Capital, LLC 0.04% No change 400 $240K
Csenge Advisory Group 0.01% Add +18.9% 397 $238K
CX Institutional 0.01% Add +2.6% 395 $237K
Fishman Jay A Ltd. 0.02% No change 395 $237K
Bridges Investment Management Inc. 0.00% Reduce -3.0% 386 $232K
Prescott Group Capital Management, L.L.C. 0.03% No change 384 $230K
Arkadios Wealth Advisors 0.01% New 383 $230K
Summa Corp. 0.11% No change 382 $229K
M3 Advisory Group, LLC 0.16% Add +0.3% 379 $228K
Aprio Wealth Management, LLC 0.03% New 378 $227K
Everhart Financial Group, Inc. 0.05% New 377 $226K
McHugh Group, LLC 0.17% — 375 $225K
Washington Trust Advisors, Inc. 0.02% Reduce -3.4% 370 $222K
Trust Point Inc. 0.02% New 366 $220K
B. Riley Wealth Advisors, Inc. 0.01% New 363 $218K
Wellspring Financial Advisors, LLC 0.02% New 361 $217K
JCIC Asset Management Inc. 0.09% No change 360 $216K
Buckhead Capital Management LLC 0.07% No change 360 $216K
Proficio Capital Partners LLC 0.02% New 350 $210K
Arlington Financial Advisors, LLC 0.04% New 350 $210K
GC Wealth Management RIA, LLC 0.04% New 350 $210K
E Fund Management (Hong Kong) Co., Ltd. 0.17% No change 350 $210K
Keudell/Morrison Wealth Management 0.05% No change 349 $209K
Oppenheimer & Co. Inc. 0.00% Reduce -2.0% 348 $209K
Thoroughbred Financial Services, LLC 0.01% No change 346 $207K
ICONIQ Capital, LLC 0.00% New 343 $206K
Stratos Wealth Partners, LTD. 0.00% New 341 $205K
Argent Trust Co 0.01% New 341 $205K
Quotient Wealth Partners, LLC 0.01% New 341 $205K
GFG Capital, LLC 0.06% New 340 $204K
Kenora Financial, LLC 0.08% New 339 $203K
Zions Bancorporation, N.A. 0.01% No change 339 $203K
Atlantic Union Bankshares Corp 0.01% Reduce -9.6% 339 $203K
Waverly Advisors, LLC 0.00% New 339 $203K
Kolinsky Wealth Management, LLC 0.12% Reduce -3.4% 338 $203K
Essex Bank 0.05% New 338 $203K
TD Waterhouse Canada Inc. 0.00% Reduce -8.6% 319 $191K
SG Americas Securities, LLC 0.00% Reduce -83.0% 317 $190K
Banque de Luxembourg S.A. 0.10% — 300 $181K
Murphy & Mullick Capital Management Corp 0.16% — 293 $176K
Capital A Wealth Management, LLC 0.27% — 267 $160K
Optiver Holding B.V. 0.01% Add +111.9% 267 $160K
Allworth Financial LP 0.00% Add +8.9% 256 $157K
Harbour Investments, Inc. 0.00% Reduce -5.5% 257 $154K
CVA Family Office, LLC 0.02% Add +5.4% 252 $151K
Godsey & Gibb, Inc. 0.01% No change 250 $150K
Lindbrook Capital, LLC 0.01% Add +2.9% 250 $150K
Navera Investment Management Ltd. 0.00% Reduce -55.0% 245 $147K
Clean Yield Group 0.05% No change 245 $147K
Cromwell Holdings LLC 0.08% No change 224 $134K
Walleye Capital LLC 0.00% Reduce -96.4% 222 $133K
Annis Gardner Whiting Capital Advisors, LLC 0.04% No change 221 $133K
UMB Bank, n.a. 0.00% Add +28.6% 220 $132K
Blue Trust, Inc. 0.00% Reduce -74.1% 219 $131K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.7% 219 $131K
Covestor Ltd 0.08% Reduce -14.8% 208 $125K
Goldstream Capital Management Ltd 0.05% No change 195 $117K
Atlatl Advisers LLC 0.07% — 186 $112K
Dunhill Financial, LLC 0.05% Add +2.9% 180 $108K
Parkside Financial Bank & Trust 0.01% Add +1.8% 174 $104K
Park Place Capital Corp 0.03% No change 170 $102K
Hollencrest Capital Management 0.00% New 167 $100K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 165 $99K
YANKCOM Partnership 0.05% — 162 $97K
Acima Private Wealth, LLC 0.03% No change 153 $92K
Center for Financial Planning, Inc. 0.01% New 145 $87K
Hexagon Capital Partners LLC 0.02% New 145 $87K
Geneos Wealth Management Inc. 0.00% Reduce -3.5% 137 $82K
WPG Advisers, LLC 0.07% — 131 $79K
Global Financial Private Client, LLC 0.03% Add +0.8% 130 $78K
Cary Street Partners Financial LLC 0.00% — 129 $77K
Pin Oak Investment Advisors Inc. 0.07% No change 130 $76K
Whipplewood Advisors, LLC 0.04% — 125 $75K
Sunbelt Securities, Inc. 0.01% Reduce -25.9% 123 $74K
Balefire, LLC 0.02% New 121 $72K
Global Retirement Partners, LLC 0.00% Reduce -13.3% 117 $70K
Arax Advisory Partners 0.00% Add +21.9% 117 $70K
Sentry Investment Management LLC 0.03% Reduce -66.6% 115 $69K
ORG Partners LLC 0.01% No change 114 $68K
Private Trust Co. NA 0.01% Add +46.8% 113 $68K
Quent Capital, LLC 0.01% Reduce -3.5% 111 $67K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +83.3% 110 $66K
Tobam 0.02% Reduce -29.8% 106 $64K
Picton Mahoney Asset Management 0.00% New 100 $60K
LRI Investments, LLC 0.01% Add +125.0% 99 $60K
Geo Capital Gestora de Recursos Ltd 0.07% Reduce -8.5% 97 $58K
Financial Network Wealth Advisors LLC 0.10% Reduce -40.8% 93 $56K
Central Pacific Bank - Trust Division 0.01% Reduce -24.0% 92 $55K
Riverview Trust Co 0.05% No change 86 $52K
First United Bank & Trust 0.02% No change 85 $51K
Pension & Wealth Management Advisors, Inc. 0.02% Add +3.8% 83 $50K
Rothschild Investment LLC 0.00% Add +3.8% 83 $50K
Ridgewood Investments LLC 0.02% No change 82 $49K
Arlington Trust Co LLC 0.01% No change 80 $48K
Plante Moran Financial Advisors, LLC 0.00% No change 80 $48K
True Wealth Design, LLC 0.02% Add +20.0% 78 $47K
Colonial Trust Co / SC 0.01% Add +122.6% 69 $42K
Compagnie Lombard Odier SCmA 0.00% Add +0.0% 69 $41K
Johnson Financial Group, Inc. 0.00% Add +293.8% 63 $38K
JFS Wealth Advisors, LLC 0.00% No change 61 $37K
Farmers & Merchants Investments Inc. 0.00% No change 61 $37K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -98.1% 57 $34K
Hemington Wealth Management 0.01% Add +20.8% 58 $34K
Trust Co. of Vermont 0.00% Add +44.1% 49 $29K
Rise Advisors, LLC 0.01% Add +2.1% 48 $29K
Oarsman Capital, Inc. 0.01% Add +6.7% 48 $29K
Larson Financial Group LLC 0.00% Reduce -57.9% 45 $27K
Carolinas Wealth Consulting LLC 0.01% No change 45 $27K
Menard Financial Group LLC 0.02% New 44 $26K
Aventura Private Wealth, LLC 0.01% — 44 $26K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +37.5% 44 $26K
WASHINGTON TRUST Co 0.00% No change 41 $25K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +9.4% 35 $23K
Bell Investment Advisors, Inc 0.00% No change 37 $22K
Physician Wealth Advisors, Inc. 0.00% New 37 $22K
GW&K Investment Management, LLC 0.00% No change 36 $22K
Versant Capital Management, Inc 0.00% Add +12.5% 36 $22K
Financial Management Professionals, Inc. 0.00% No change 35 $21K
Anchor Investment Management, LLC 0.00% No change 35 $21K
AdvisorNet Financial, Inc 0.00% Reduce -29.8% 33 $20K
Rialto Wealth Management, LLC 0.01% — 32 $19K
Raleigh Capital Management Inc. 0.01% Reduce -16.2% 31 $19K
GPS Wealth Strategies Group, LLC 0.00% No change 31 $18K
Sierra Ocean, LLC 0.01% — 26 $16K
Princeton Global Asset Management LLC 0.00% No change 26 $16K
Midwest Capital Advisors, LLC 0.01% — 26 $16K
LGT Financial Advisors LLC 0.03% No change 25 $15K
Asset Dedication, LLC 0.00% No change 24 $14K
Eagle Bay Advisors LLC 0.01% Reduce -22.6% 24 $14K
CoreCap Advisors, LLC 0.00% Reduce -35.1% 24 $14K
Golden State Wealth Management, LLC 0.00% — 22 $13K
Lee Danner & Bass Inc. 0.00% New 22 $13K
Meeder Asset Management Inc. 0.00% Reduce -4.3% 22 $13K
Harvest Fund Management Co., Ltd 0.00% No change 21 $13K
Battery Global Advisors, LLC 0.01% No change 21 $13K
Caitlin John, LLC 0.01% No change 20 $12K
Private Wealth Management Group, LLC 0.00% No change 20 $12K
Harbor Investment Advisory, LLC 0.00% No change 20 $12K
Key Financial Inc 0.00% Add +26.7% 19 $11K
Manchester Capital Management LLC 0.00% Reduce -5.3% 18 $11K
Banque Transatlantique SA 0.00% — 18 $11K
Davidson Capital Management Inc. 0.00% No change 16 $10K
Avior Wealth Management, LLC 0.00% No change 16 $10K
TCTC Holdings, LLC 0.00% New 16 $10K
Salem Investment Counselors Inc. 0.00% No change 15 $9K
Stuart Chaussee & Associates, Inc. 0.00% No change 15 $9K
Quest 10 Wealth Builders, Inc. 0.01% — 14 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 14 $8K
Flagship Wealth Advisors, LLC 0.00% — 14 $8K
Evergreen Private Wealth LLC 0.00% No change 14 $8K
Truvestments Capital LLC 0.00% No change 14 $8K
Heritage Wealth Advisors 0.00% Add +16.7% 14 $8K
Synergy Asset Management, LLC 0.00% New 14 $8K
Avion Wealth 0.00% Add +7.7% 14 $8K
Coppell Advisory Solutions LLC 0.00% Add +160.0% 13 $8K
Kings Path Partners LLC 0.00% No change 12 $7K
Eukles Asset Management 0.00% No change 11 $7K
WR Wealth Planners, LLC 0.00% Add +10.0% 11 $7K
Concord Wealth Partners 0.00% No change 11 $7K
Delta Asset Management LLC 0.00% No change 11 $7K
SJS Investment Consulting Inc. 0.00% Add +42.9% 10 $6K
Fortitude Family Office, LLC 0.00% No change 10 $6K
Independence Bank of Kentucky 0.00% No change 10 $6K
Ancora Advisors LLC 0.00% Reduce -96.5% 10 $6K
Abound Wealth Management 0.00% No change 9 $5K
First Pacific Financial 0.00% No change 9 $5K
Albion Financial Group 0.00% No change 9 $5K
Centricity Wealth Management, LLC 0.01% — 9 $5K
Rakuten Securities, Inc. 0.00% Reduce -47.1% 9 $5K
Glen Eagle Advisors, LLC 0.00% No change 9 $5K
Sound Income Strategies, LLC 0.00% Add +350.0% 9 $5K
Eastern Bank 0.00% No change 9 $5K
Carolina Wealth Advisors, LLC 0.00% No change 8 $5K
Wolff Wiese Magana LLC 0.00% Reduce -56.3% 7 $4K
Pacific Center for Financial Services 0.00% No change 7 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $4K
Sandy Spring Bank 0.00% New 7 $4K
Bruce G. Allen Investments, LLC 0.00% No change 7 $4K
Red Tortoise LLC 0.00% No change 7 $4K
Raffa Wealth Management, LLC 0.00% No change 7 $4K
Creative Financial Designs Inc. 0.00% New 7 $4K
Altshuler Shaham Ltd 0.00% New 7 $4K
Coston, McIsaac & Partners 0.00% No change 7 $4K
Beacon Capital Management, LLC 0.00% Reduce -88.7% 6 $4K
Sachetta, LLC 0.00% No change 6 $4K
Trifecta Capital Advisors, LLC 0.00% No change 6 $4K
JNBA Financial Advisors 0.00% No change 6 $4K
St Germain D J Co. Inc. 0.00% No change 6 $4K
Cullen/Frost Bankers, Inc. 0.00% No change 6 $4K
Criterion Capital Advisors, LLC 0.00% No change 7 $3K
Cornerstone Planning Group LLC 0.00% Add +25.0% 5 $3K
CENTRAL TRUST Co 0.00% Add +66.7% 5 $3K
Minot DeBlois Advisors LLC 0.00% — 5 $3K
Bellevue Asset Management, LLC 0.00% No change 5 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 5 $3K
Anfield Capital Management, LLC 0.00% No change 5 $3K
BankPlus Trust Department 0.00% — 5 $3K
Crews Bank & Trust 0.00% — 5 $3K
NewSquare Capital LLC 0.00% New 5 $3K
Bogart Wealth, LLC 0.00% New 5 $3K
Highline Wealth Partners LLC 0.00% No change 4 $2K
WealthTrak Capital Management LLC 0.00% — 4 $2K
Prestige Wealth Management Group LLC 0.00% Reduce -66.7% 4 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 4 $2K
HHM Wealth Advisors, LLC 0.00% New 4 $2K
Clark Wealth Partners 0.00% — 4 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 4 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 4 $2K
Continuum Advisory, LLC 0.00% No change 4 $2K
MCF Advisors LLC 0.00% No change 3 $2K
Caitong International Asset Management Co., Ltd 0.00% — 3 $2K
Aspect Partners, LLC 0.00% Reduce -25.0% 3 $2K
Richard W. Paul & Associates, LLC 0.00% No change 3 $2K
High Note Wealth, LLC 0.00% New 3 $2K
Hilltop National Bank 0.00% No change 3 $2K
TFC Financial Management, Inc. 0.00% No change 2 $1K
BOK Financial Private Wealth, Inc. 0.00% New 2 $1K
Principia Wealth Advisory, LLC 0.00% — 2 $1K
Frazier Financial Advisors, LLC 0.00% No change 2 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 2 $1K
Richardson Financial Services Inc. 0.00% Reduce -50.0% 2 $1K
Sittner & Nelson, LLC 0.00% New 2 $1K
Ruedi Wealth Management, Inc. 0.00% No change 2 $1K
Transce3nd, LLC 0.00% — 2 $1K
Core Alternative Capital 0.00% No change 2 $1K
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $1K
Winnacle Wealth LLC 0.00% — 2 $855
Painted Porch Advisors LLC 0.00% No change 1 $612
TD Capital Management LLC 0.00% New 1 $602
Chesapeake Asset Management LLC 0.00% No change 1 $600
Sugar Maple Asset Management, LLC 0.00% New 1 $600
Parkworth Wealth Management, Inc. 0.00% — 1 $600
MPWM Advisory Solutions, LLC 0.00% — 1 $600
Riggs Asset Managment Co. Inc. 0.00% No change 1 $600
Activest Wealth Management 0.00% New 1 $600
American National Bank & Trust 0.00% Reduce -99.0% 1 $600
Y.D. More Investments Ltd 0.00% Add +122.7% 98 $161

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