MSCIMSCI

13F holders, Q1 2025 (March 31)
1,081holders +11
108new positions
91sold out
13famous investors
$564.92avg. 13F price*

At the end of Q1 2025, 1,081 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 11 from Q4 2024. 108 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($3.4B) and State Street Corp. ($1.8B). 13 famous investors held it, including Ron Baron (3.4% of Baron Capital (BAMCO)'s portfolio), Dev Kantesaria (0.8% of Valley Forge Capital Management's portfolio) and Tom Gayner (0.7% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions108$413.5M
Exits91$548.1M

All 13F filers, Q4 2024 → Q1 2025: 6,791,641 shares bought and 6,974,128 shares sold, net −182,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,081 holders

Vanguard Group Inc. 0.10% Add +5.9% 9,376,852 $5.3B
BlackRock, Inc. 0.07% Add +0.7% 5,984,684 $3.4B
State Street Corp. 0.08% Add +0.5% 3,235,764 $1.8B
Edgewood Management LLC 4.44% Add +11.0% 2,256,142 $1.3B
Baron Capital (BAMCO) 3.44% Reduce -2.8% 2,071,653 $1.2B
Geode Capital Management, LLC 0.09% Add +3.3% 1,959,189 $1.1B
Polen Capital Management LLC 3.32% Reduce -8.1% 1,868,138 $1.1B
Principal Financial Group Inc. 0.52% Add +0.9% 1,626,923 $920.0M
Morgan Stanley 0.05% Reduce -36.8% 1,180,785 $667.7M
Massachusetts Financial Services Co. 0.20% Reduce -13.4% 1,067,120 $603.5M
American Century Companies Inc. 0.35% Add +2.0% 1,008,778 $570.5M
Norges Bank 0.08% Reduce -6.2% 953,639 $539.3M
Fiera Capital Corp 1.94% Reduce -17.4% 949,168 $536.8M
Nordea Investment Management AB 0.48% Reduce -5.3% 821,878 $459.2M
Northern Trust Corp. 0.07% Add +2.6% 804,640 $455.0M
PineStone Asset Management Inc. 3.40% Add +39.7% 795,657 $449.9M
Two Sigma Advisers, LP 0.97% Add +79.3% 762,700 $431.3M
Arrowstreet Capital, Limited Partnership 0.34% Add +45.4% 737,683 $417.2M
Millennium Management 0.39% Add +159.2% 690,295 $390.4M
FMR LLC 0.02% Reduce -20.2% 680,719 $384.9M
AQR Capital Management 0.38% Add +355.7% 660,690 $366.0M
Brown Advisory Inc. 0.52% Reduce -22.7% 640,642 $362.3M
JPMorgan Chase & Co. 0.03% Add +8.4% 615,770 $348.2M
Bessemer Group Inc. 0.60% Add +0.6% 590,892 $334.1M
Bank of America Corp. 0.03% Add +24.3% 567,727 $321.0M
Amundi 0.12% Add +24.5% 583,155 $317.3M
Legal & General Group Plc 0.09% Add +4.3% 554,266 $313.4M
Invesco Ltd. 0.06% Add +14.8% 550,324 $311.2M
Evergreen Quality Fund GP, Ltd. 11.62% Reduce -6.7% 549,753 $310.9M
Charles Schwab Investment Management Inc. 0.05% Add +3.6% 516,095 $291.9M
Bank of New York Mellon Corp 0.06% Reduce -2.3% 506,106 $286.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +4.6% 499,001 $282.2M
Royal Bank of Canada 0.06% Add +38.4% 483,873 $273.6M
UBS Group AG 0.06% Add +26.3% 481,629 $272.4M
Deutsche Bank AG 0.10% Reduce -3.5% 458,488 $259.3M
Macquarie Group Ltd. 0.32% Add +15.8% 448,106 $253.4M
Capital International Investors 0.05% Reduce -15.1% 446,033 $252.2M
Franklin Resources Inc. 0.07% Reduce -22.2% 432,300 $244.5M
Two Sigma Investments, LP 0.54% Add +64.0% 421,649 $238.4M
Russell Investments Group, Ltd. 0.32% Add +20.2% 408,142 $230.6M
Mackenzie Financial Corp. 0.32% Reduce -4.5% 400,781 $226.6M
Barclays PLC 0.10% Reduce -7.2% 398,187 $225.2M
Neuberger Berman Group LLC 0.18% Reduce -3.1% 389,018 $220.0M
Goldman Sachs Group Inc. 0.04% Add +3.1% 388,501 $219.7M
Clearbridge Investments, LLC 0.19% Add +36.5% 377,186 $213.3M
Temasek Holdings (Private) Ltd 0.84% Add +32.9% 368,627 $208.5M
Storebrand Asset Management As 0.59% Reduce -1.6% 322,535 $182.4M
HSBC Holdings PLC 0.11% Add +26.7% 287,196 $161.7M
Man Group plc 0.49% Add +56.4% 283,090 $160.1M
Dimensional Fund Advisors LP 0.04% Add +1.4% 270,795 $153.1M
Alliancebernstein L.P. 0.05% Add +3.3% 257,283 $145.5M
T. Rowe Price Associates Inc. 0.02% Reduce -10.9% 254,903 $144.1M
Champlain Investment Partners, LLC 1.02% Add +84.7% 249,010 $140.8M
Assenagon Asset Management S.A. 0.23% Add +32.1% 231,094 $130.7M
Bank Julius Baer & Co. Ltd, Zurich 0.42% Add +659902.9% 231,001 $130.2M
Envestnet Asset Management Inc. 0.04% Reduce -16.7% 227,260 $128.5M
Squarepoint Ops LLC 0.31% Add +3899.5% 223,332 $126.3M
Wellington Management Group LLP 0.02% Reduce -11.8% 220,557 $124.7M
Wells Fargo & Company 0.03% Reduce -3.0% 217,310 $122.9M
Flossbach Von Storch SE 0.53% Reduce -26.7% 215,599 $121.9M
Jacobs Levy Equity Management, Inc. 0.47% New 211,154 $119.4M
Nuveen, LLC 0.04% — 208,451 $117.9M
Findlay Park Partners LLP 1.20% Add +1.4% 206,400 $116.7M
EULAV Asset Management 2.85% No change 203,958 $115.3M
Gobi Capital LLC 6.55% New 203,515 $115.1M
Raymond James Financial Inc. 0.04% Reduce -34.6% 201,500 $113.9M
Prudential Financial Inc. 0.16% Reduce -7.5% 197,376 $111.6M
Voya Investment Management LLC 0.14% Reduce -4.3% 193,261 $109.1M
Canoe Financial LP 1.75% Add +3.5% 192,731 $109.0M
California Public Employees Retirement System 0.07% Reduce -33.1% 188,608 $106.7M
Kayne Anderson Rudnick Investment Management LLC 0.26% Add +4.5% 188,234 $106.4M
Bowie Capital Management, LLC 5.34% Add +14.4% 186,470 $105.4M
Qube Research & Technologies Ltd 0.16% Reduce -22.4% 184,530 $104.4M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +2.1% 180,249 $101.9M
BNP Paribas Financial Markets 0.08% Add +5.4% 180,063 $101.8M
Marshall Wace, LLP 0.14% Add +612.9% 178,676 $101.0M
Ownership Capital B.V. 4.57% Reduce -15.6% 176,496 $99.8M
Westfield Capital Management Co. LP 0.48% Add +17.9% 175,636 $99.3M
National Pension Service 0.10% Add +7.6% 175,626 $99.3M
Sei Investments Co. 0.13% Reduce -2.6% 174,351 $98.6M
Los Angeles Capital Management LLC 0.43% Reduce -39.3% 172,134 $97.3M
Ameriprise Financial Inc. 0.03% Reduce -26.5% 169,445 $95.8M
Swedbank AB 0.13% Reduce -1.4% 167,142 $94.5M
Intermede Investment Partners Ltd 2.97% Reduce -7.6% 167,056 $94.5M
Fundsmith 0.43% No change 166,619 $94.2M
Bristol Gate Capital Partners Inc. 4.33% Reduce -16.3% 156,745 $88.6M
Public Employees Retirement Association of Colorado 0.38% Reduce -37.0% 156,403 $88.4M
Rhumbline Advisers 0.08% Add +4.6% 155,158 $87.7M
Baird Financial Group, Inc. 0.16% Reduce -9.5% 151,308 $85.6M
Balyasny Asset Management L.P. 0.21% Add +9915.2% 148,025 $83.7M
Markel Group 0.72% No change 142,850 $80.8M
Schroder Investment Management Group 0.08% Reduce -37.9% 140,614 $79.5M
Voloridge Investment Management, LLC 0.29% Add +33.3% 140,524 $79.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +14.9% 139,918 $79.1M
Citadel Advisors 0.08% Add +89.0% 136,382 $77.1M
Fisher Funds Management LTD 1.78% Reduce -6.2% 129,461 $73.2M
Nomura Asset Management Co. Ltd. 0.22% Reduce -24.4% 125,612 $71.0M
Chevy Chase Trust Holdings, LLC 0.22% Reduce -20.8% 121,778 $68.9M
California State Teachers Retirement System 0.08% Reduce -0.5% 121,440 $68.7M
Citigroup Inc. 0.05% Add +74.2% 117,843 $66.6M
GFI Investment Counsel Ltd. 7.71% Add +0.5% 117,211 $66.3M
T. Rowe Price Investment Management, Inc. 0.04% Add +1275.4% 115,874 $65.5M
Quantinno Capital Management LP 0.41% Reduce -1.6% 111,455 $63.0M
Raiffeisen Bank International AG 0.99% Reduce -35.3% 111,547 $62.3M
Bank of Montreal 0.03% Reduce -13.8% 109,150 $61.7M
Vaughan Nelson Investment Management, L.P. 0.61% Add +66.0% 107,035 $60.5M
Ycg, LLC 4.72% Reduce -0.5% 106,561 $60.3M
Canada Pension Plan Investment Board 0.06% Add +18.9% 102,602 $58.0M
National Bank of Canada 0.07% Reduce -48.5% 101,081 $57.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.27% Add +26.3% 98,638 $55.8M
Federated Hermes, Inc. 0.12% Reduce -20.6% 95,000 $53.7M
Aviva PLC 0.13% Add +8.5% 94,565 $53.5M
HighTower Advisors, LLC 0.07% Reduce -6.3% 92,118 $52.1M
GCQ FUNDS MANAGEMENT PTY Ltd 12.21% Add +29.4% 87,989 $49.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Reduce -7.5% 85,529 $48.4M
Panagora Asset Management Inc. 0.24% Reduce -69.9% 83,795 $47.4M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +19.9% 82,817 $46.8M
Worldquant Millennium Advisors LLC 0.29% Reduce -26.1% 82,473 $46.6M
Acadian Asset Management LLC 0.13% Add +102.6% 81,582 $46.1M
NS Partners Ltd 1.92% Add +0.8% 77,283 $43.7M
Natixis 0.26% Add +40.5% 77,540 $43.5M
STRS Ohio 0.18% Reduce -3.2% 75,800 $42.9M
Skandinaviska Enskilda Banken AB (publ) 0.21% Reduce -0.4% 75,586 $42.7M
State Board of Administration of Florida Retirement System 0.08% No change 74,969 $42.4M
Local Pensions Partnership Investment Ltd 0.84% Reduce -9.7% 74,879 $42.4M
Corient Private Wealth LP 0.07% Add +1.0% 74,541 $42.2M
Loomis Sayles & Co. L P 0.06% Reduce -0.1% 73,394 $41.5M
Baskin Financial Services Inc. 3.37% Add +0.9% 73,258 $41.4M
Quantum Capital Management, LLC / NJ 4.20% Reduce -8.9% 71,894 $40.7M
Frontier Capital Management Co. LLC 0.44% Reduce -5.8% 71,531 $40.5M
Renaissance Technologies 0.06% New 65,221 $36.9M
DF Dent & Co. Inc. 0.49% Reduce -4.3% 65,097 $36.8M
DekaBank Deutsche Girozentrale 0.07% Add +16.6% 64,627 $35.6M
Natixis Advisors, LLC 0.06% Reduce -14.3% 62,048 $35.1M
New York State Teachers Retirement System 0.08% Reduce -5.1% 61,554 $34.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +4.9% 61,143 $34.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -12.8% 60,600 $34.3M
CIBC Private Wealth Group LLC 0.07% Reduce -0.5% 67,047 $34.0M
Valley Forge Capital Management 0.77% No change 59,700 $33.8M
Kornitzer Capital Management Inc. 0.69% Reduce -13.2% 58,994 $33.4M
Rathbones Group PLC 0.16% Reduce -2.6% 58,155 $32.9M
Petrus Trust Company, LTA 3.01% Add +11.5% 57,058 $32.3M
Robeco Institutional Asset Management B.V. 0.06% Add +4.6% 56,967 $32.2M
Danske Bank A/S 0.10% Reduce -0.6% 56,563 $32.0M
Victory Capital Management Inc. 0.03% Add +1.8% 56,369 $31.9M
Aware Super Pty Ltd as trustee of Aware Super 0.54% Add +5.7% 55,624 $31.5M
Thrivent Financial for Lutherans 0.07% Reduce -5.2% 55,039 $31.1M
Aberdeen Group plc 0.06% Reduce -20.8% 55,515 $31.0M
NFJ Investment Group, LLC 1.01% Reduce -35.2% 53,093 $30.0M
APG Asset Management N.V. 0.09% Reduce -15.5% 56,733 $29.7M
SG Americas Securities, LLC 0.10% Add +16424.9% 52,384 $29.6M
Gateway Investment Advisers LLC 0.33% Add +0.0% 51,323 $29.0M
CANADA LIFE ASSURANCE Co 0.05% Add +2.3% 50,043 $28.4M
New York State Common Retirement Fund 0.04% Reduce -12.3% 48,880 $27.6M
Jump Financial, LLC 0.42% Add +218.6% 48,828 $27.6M
LPL Financial LLC 0.01% Add +4.1% 47,267 $26.7M
Vontobel Holding Ltd. 0.10% Add +59.9% 47,204 $26.7M
Tokio Marine Asset Management Co. Ltd. 0.96% Reduce -0.3% 46,585 $26.3M
Allianz Asset Management GmbH 0.04% Reduce -12.2% 46,444 $26.3M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.2% 45,950 $26.0M
Townsquare Capital LLC 0.28% Reduce -2.4% 45,774 $25.9M
Ensign Peak Advisors, Inc 0.05% Reduce -4.5% 44,821 $25.3M
Captrust Financial Advisors 0.06% Add +1799.7% 44,680 $25.3M
Susquehanna International Group, LLP 0.04% Reduce -11.7% 44,401 $25.1M
State of Wisconsin Investment Board 0.06% Reduce -12.8% 44,096 $24.9M
Vinva Investment Management Ltd 0.99% Add +54.4% 44,629 $24.9M
BLI - Banque de Luxembourg Investments 0.75% Reduce -14.2% 44,200 $24.6M
FIL Ltd 0.02% Add +62.8% 42,028 $23.8M
Pictet Asset Management Holding SA 0.03% Add +11.7% 41,720 $23.6M
Tidal Investments LLC 0.20% Add +245.1% 41,609 $23.5M
Korea Investment CORP 0.06% Reduce -7.5% 40,770 $23.1M
Toronto Dominion Bank 0.06% Reduce -3.4% 40,735 $23.0M
Investment Management Corp of Ontario 0.46% No change 39,719 $22.5M
Manning & Napier Advisors LLC 0.27% Reduce -67.8% 39,225 $22.2M
Ceredex Value Advisors LLC 0.48% New 38,750 $21.9M
Select Equity Group, L.P. 0.10% Reduce -9.6% 38,591 $21.8M
TD Asset Management Inc 0.02% Add +11.2% 37,853 $21.4M
Dundas Partners LLP 1.57% New 37,782 $21.4M
Dock Street Asset Management Inc. 2.49% Reduce -5.1% 37,330 $21.1M
Hantz Financial Services, Inc. 0.36% Reduce -3.3% 36,149 $20.4M
Royal London Asset Management Ltd. 0.05% Add +13.5% 35,811 $20.3M
Ieq Capital, LLC 0.16% Add +190.0% 35,693 $20.2M
Coalescence Partners Investment Management, LP 6.87% No change 35,690 $20.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -54.8% 35,158 $19.9M
State of Michigan Retirement System 0.11% Reduce -0.6% 35,002 $19.8M
Treasurer of the State of North Carolina 0.08% Add +1.3% 34,786 $19.7M
Credit Agricole S A 0.07% Reduce -44.9% 34,595 $19.6M
Oppenheimer Asset Management Inc. 0.24% Reduce -8.1% 34,021 $19.2M
Teacher Retirement System of Texas 0.08% Reduce -69.0% 33,674 $19.0M
Asset Management One Co., Ltd. 0.06% Add +8.3% 33,010 $18.7M
Eventide Asset Management, LLC 0.37% Add +1.8% 32,676 $18.5M
Holocene Advisors, LP 0.05% Add +388.9% 32,495 $18.4M
Engineers Gate Manager LP 0.31% Add +19.3% 32,304 $18.3M
Azimuth Capital Investment Management LLC 0.73% Reduce -7.0% 32,274 $18.3M
Prana Capital Management, LP 0.73% New 31,909 $18.0M
Fayez Sarofim & Co 0.04% No change 31,765 $18.0M
Wilson Asset Management (international) PTY Ltd. 4.72% No change 31,232 $17.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.17% Reduce -2.5% 32,560 $17.4M
AXA S.A. 0.06% Add +109.3% 30,437 $17.2M
W1M Asset Management Ltd 1.46% Reduce -10.1% 30,182 $17.1M
Texas Yale Capital Corp. 0.70% Add +0.5% 30,113 $17.0M
Pittenger & Anderson Inc. 0.62% Reduce -0.3% 29,899 $16.9M
State of Tennessee, Department of Treasury 0.06% Add +0.8% 29,501 $16.7M
Stifel Financial Corp. 0.02% Add +0.4% 28,754 $16.3M
Public Employees Retirement System of Ohio 0.06% Reduce -13.7% 28,388 $16.1M
Vancity Investment Management Ltd 2.18% — 28,144 $15.9M
Parnassus Investments, LLC 0.04% Reduce -21.0% 28,058 $15.9M
Cerity Partners LLC 0.03% Add +43.3% 27,857 $15.8M
Capital International, Inc. 0.19% Add +2.4% 27,549 $15.6M
Comerica Bank 0.07% Add +7.3% 27,368 $15.5M
First Trust Advisors LP 0.01% Reduce -11.3% 26,963 $15.2M
KLP Kapitalforvaltning As 0.07% Add +1.1% 26,900 $15.2M
Stony Point Capital LLC 1.64% Add +65.2% 26,769 $15.1M
Mogy Joel R Investment Counsel Inc. 0.97% Add +15.6% 26,638 $15.1M
Susquehanna Fundamental Investments, LLC 0.25% Add +1083.0% 26,286 $14.9M
Copeland Capital Management, LLC 0.30% Reduce -2.0% 26,269 $14.9M
Bank of Nova Scotia 0.03% Reduce -53.2% 26,193 $14.8M
Tudor Investment Corporation 0.13% Reduce -48.0% 26,131 $14.8M
HRT Financial LP 0.09% Add +159.3% 26,073 $14.7M
HUB Investment Partners, LLC 0.59% Reduce -1.5% 25,819 $14.6M
Nisa Investment Advisors, LLC 0.07% Reduce -3.4% 25,749 $14.6M
State of New Jersey Common Pension Fund D 0.07% Reduce -10.3% 25,711 $14.5M
Resona Asset Management Co.,Ltd. 0.08% Add +4.8% 25,578 $14.4M
Rafferty Asset Management, LLC 0.06% Reduce -8.0% 25,455 $14.4M
Glenmede Trust Co. NA 0.08% Reduce -6.4% 25,137 $14.2M
Choate Investment Advisors 0.35% Add +38.1% 24,988 $14.1M
C WorldWide Group Holding A/S 0.17% No change 24,908 $14.1M
Focus Partners Wealth 0.04% Add +10.1% 24,728 $14.0M
Jane Street Group, LLC 0.03% Reduce -12.7% 24,396 $13.8M
Andra AP-fonden 0.22% Add +173.9% 24,100 $13.6M
Arizona State Retirement System 0.09% Add +6.0% 23,825 $13.5M
Hudson Bay Capital Management LP 0.10% Reduce -78.8% 23,402 $13.2M
Handelsbanken Fonder AB 0.05% Reduce -3.3% 23,142 $13.1M
Westwind Capital 3.16% Add +1.5% 22,473 $12.7M
Marks Group Wealth Management, Inc 1.21% Add +3.5% 22,316 $12.6M
Mediolanum International Funds Ltd 0.17% Add +2.8% 22,486 $12.6M
MetLife Investment Management, LLC 0.07% Reduce -2.6% 22,056 $12.5M
Daiwa Securities Group Inc. 0.05% Add +35.4% 21,986 $12.4M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.73% No change 23,300 $12.2M
Capital Group Private Client Services, Inc. 0.12% Reduce -71.1% 21,286 $12.0M
Mariner, LLC 0.02% Add +5.7% 20,950 $11.8M
Public Sector Pension Investment Board 0.05% Add +2.1% 20,802 $11.8M
First Horizon Advisors, Inc. 0.33% Add +8.2% 20,428 $11.6M
Corebridge Financial, Inc. 0.07% Reduce -4.8% 20,314 $11.5M
Sone Capital Management, LLC 1.18% Add +92.5% 20,243 $11.4M
RBF Capital, LLC 0.71% No change 20,000 $11.3M
Commerce Bank 0.07% Add +0.7% 19,770 $11.2M
Xponance LLC 0.11% Add +0.0% 19,601 $11.1M
ProShare Advisors LLC 0.02% Add +7.5% 19,350 $10.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +6.3% 18,711 $10.6M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -20.1% 18,637 $10.5M
Empower Advisory Group, LLC 0.03% Reduce -1.1% 18,583 $10.5M
Nutshell Asset Management Ltd 5.37% Add +13.8% 18,233 $10.3M
PNC Financial Services Group, Inc. 0.01% Add +6.7% 18,148 $10.3M
Czech National Bank 0.09% Add +5.0% 17,835 $10.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +6.6% 17,758 $10.0M
United Capital Financial Advisors, LLC 0.09% Reduce -0.8% 17,744 $10.0M
Caisse de depot et placement du Quebec 0.02% Reduce -26.7% 17,547 $9.9M
First Long Island Investors, LLC 0.81% Reduce -0.9% 17,419 $9.9M
2Xideas AG 1.49% Reduce -19.3% 17,391 $9.8M
M&G PLC 0.06% Add +6.4% 17,227 $9.8M
Retirement Systems of Alabama 0.04% Reduce -1.6% 16,687 $9.4M
Amalgamated Bank 0.08% Add +1.4% 16,547 $9.4M
Verition Fund Management LLC 0.05% Add +42.8% 16,411 $9.3M
Forsta Ap-Fonden 0.07% Reduce -45.6% 16,000 $9.0M
Northwest & Ethical Investments L.P. 0.24% Add +3.1% 15,874 $9.0M
Progressive Investment Management Corp 2.49% Reduce -1.9% 15,744 $8.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.21% Add +119.8% 15,730 $8.9M
EFG Asset Management (Americas) Corp. 1.75% Add +0.8% 15,280 $8.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -0.5% 14,988 $8.5M
Sterling Capital Management LLC 0.13% Reduce -5.2% 14,953 $8.5M
O'shaughnessy Asset Management, LLC 0.07% Add +14.2% 14,643 $8.3M
Strategic Global Advisors, LLC 1.63% Reduce -3.1% 14,574 $8.2M
GWN Securities Inc. 0.46% Add +2939.6% 14,499 $8.2M
Cwm, LLC 0.03% Add +202.6% 14,507 $8.2M
Texas Capital Bank Wealth Management Services Inc 0.83% Add +3.0% 14,475 $8.2M
Pathstone Holdings, LLC 0.04% Reduce -4.5% 14,471 $8.2M
Aquatic Capital Management LLC 0.21% Reduce -19.9% 14,470 $8.2M
SummitTX Capital, L.P. 0.36% — 14,289 $8.1M
IFM Investors Pty Ltd 0.09% Reduce -2.4% 14,105 $8.0M
Ascent Wealth Partners, LLC 1.07% Add +5.3% 14,102 $8.0M
Atria Investments, Inc 0.10% Reduce -16.8% 13,870 $7.8M
Thematics Asset Management 0.39% Reduce -2.7% 13,806 $7.8M
Truist Financial Corp. 0.01% Reduce -26.0% 13,775 $7.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +105.4% 13,762 $7.8M
D. E. Shaw & Co. 0.01% Reduce -52.9% 13,628 $7.7M
CIBC Asset Management Inc 0.03% Reduce -76.3% 13,625 $7.7M
Silvant Capital Management LLC 0.35% No change 13,603 $7.7M
ExodusPoint Capital Management, LP 0.10% New 13,579 $7.7M
DNB Asset Management AS 0.04% Add +0.9% 13,443 $7.6M
BNP Paribas 0.31% Reduce -27.7% 13,415 $7.6M
Scotia Capital Inc. 0.04% Add +77.0% 13,094 $7.4M
Motley Fool Wealth Management, LLC 0.44% Reduce -8.4% 13,022 $7.4M
USS Investment Management Ltd 0.06% Reduce -13.9% 12,966 $7.3M
TCW Group Inc. 0.07% Reduce -6.6% 12,916 $7.3M
Creative Planning 0.01% Add +6.9% 12,899 $7.3M
Utah Retirement Systems 0.08% Reduce -0.3% 12,610 $7.1M
Middleton & Co. Inc. 0.82% Reduce -2.7% 12,346 $7.0M
Edmond DE Rothschild Holding S.A. 0.12% Add +2.3% 12,282 $6.9M
KBC Group NV 0.02% Reduce -3.4% 12,048 $6.8M
Montanaro Asset Management Ltd 1.99% Reduce -29.4% 12,000 $6.8M
AMG National Trust Bank 0.19% No change 11,771 $6.7M
State of Alaska, Department of Revenue 0.07% Add +3.2% 11,675 $6.6M
M&T Bank Corp 0.02% Reduce -5.0% 11,614 $6.6M
Heron Bay Capital Management 1.38% Add +0.0% 11,610 $6.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -54.4% 11,447 $6.5M
Orion Portfolio Solutions, LLC 0.06% Reduce -54.4% 11,447 $6.5M
Edgestream Partners, L.P. 0.22% New 11,219 $6.3M
Police & Firemen's Retirement System of New Jersey 0.06% No change 11,113 $6.3M
United Services Automobile Association 0.19% No change 11,214 $6.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Reduce -11.4% 10,910 $6.2M
Bellwether Advisors, LLC 1.27% Reduce -12.1% 10,757 $6.1M
LBP Am SA 0.09% Reduce -21.1% 10,676 $6.0M
Quantbot Technologies LP 0.19% Add +239.8% 10,674 $6.0M
Marsico Capital Management LLC 0.21% No change 10,594 $6.0M
CW Advisors, LLC 0.07% New 10,561 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 10,220 $6.0M
Advisors Capital Management, LLC 0.09% Add +1.4% 10,434 $5.9M
Level Four Advisory Services, LLC 0.24% Add +8.5% 10,401 $5.9M
New York Life Investment Management LLC 0.06% Reduce -1.1% 10,364 $5.9M
Jefferies Financial Group Inc. 0.10% Reduce -7.0% 10,284 $5.8M
Evoke Wealth, LLC 0.15% Reduce -7.5% 10,117 $5.7M
Bell Asset Management Ltd 1.04% Add +41.7% 10,014 $5.7M
Donaldson Capital Management, LLC 0.21% Add +2.3% 9,988 $5.6M
Graham Capital Management, L.P. 0.26% Add +64.9% 9,865 $5.6M
Nissay Asset Management Corp. /Japan 0.04% Add +0.9% 9,699 $5.5M
Eisler Capital Management Ltd. 0.16% New 9,643 $5.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +5.0% 9,576 $5.4M
LGT Group Foundation 0.07% Add +1.1% 9,562 $5.4M
Cibc World Market Inc. 0.01% Add +3.8% 9,533 $5.4M
Cibc World Markets Corp. 0.04% Reduce -24.0% 9,400 $5.3M
Janus Henderson Group PLC 0.00% Add +0.6% 9,482 $5.3M
Jensen Investment Management Inc. 0.06% Reduce -10.7% 9,240 $5.2M
Yousif Capital Management, LLC 0.06% Reduce -0.1% 9,199 $5.2M
Financial Counselors Inc. 0.08% Reduce -2.2% 9,031 $5.1M
Mutual of America Capital Management LLC 0.06% Reduce -3.8% 9,031 $5.1M
MUFG Securities EMEA plc 0.13% New 8,999 $5.1M
Overbrook Management Corp 1.16% Reduce -52.7% 8,713 $4.9M
Logan Capital Management Inc. 0.22% Reduce -1.2% 8,672 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -16.3% 8,645 $4.9M
Fortis Capital Management LLC 0.95% Add +5.0% 8,639 $4.9M
Modera Wealth Management, LLC 0.07% Reduce -0.7% 8,624 $4.9M
FourThought Financial Partners, LLC 0.51% Add +5.0% 8,554 $4.8M
Groupe la Francaise 0.10% Reduce -97.9% 8,436 $4.8M
Sustainable Insight Capital Management, LLC 2.36% Reduce -1.9% 8,368 $4.7M
Ossiam 0.07% Reduce -88.0% 8,317 $4.7M
Cetera Investment Advisers 0.01% Reduce -23.6% 8,114 $4.6M
Alberta Investment Management Corp 0.03% Add +5.3% 8,000 $4.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +19.2% 8,073 $4.5M
First Foundation Advisors 0.18% Add +6.2% 7,954 $4.5M
Clear Harbor Asset Management, LLC 0.36% Reduce -0.3% 7,933 $4.5M
B & T Capital Management DBA Alpha Capital Management 0.82% Add +4.6% 7,630 $4.3M
Inspire Investing, LLC 0.51% Reduce -15.5% 7,595 $4.3M
Ethic Inc. 0.09% Add +1.9% 7,541 $4.3M
Roundview Capital LLC 0.31% Add +1.1% 7,478 $4.2M
Threadgill Financial, LLC 2.26% Add +480.8% 7,451 $4.2M
Alps Advisors Inc. 0.02% Add +1.1% 7,413 $4.2M
Lazard Asset Management LLC 0.01% Reduce -38.4% 7,406 $4.2M
iA Global Asset Management Inc. 0.07% Add +1.7% 7,383 $4.2M
Federation des caisses Desjardins du Quebec 0.02% Add +7.0% 7,343 $4.2M
Merit Financial Group, LLC 0.06% Add +144.0% 7,301 $4.1M
Vident Advisory, LLC 0.06% Reduce -5.7% 7,253 $4.1M
Portside Wealth Group, LLC 0.66% Reduce -1.8% 7,200 $4.1M
Yacktman Asset Management 0.05% No change 7,110 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -27.1% 7,097 $4.0M
Rakuten Investment Management, Inc. 0.02% — 7,117 $4.0M
Bulltick Wealth Management, LLC 1.05% New 7,020 $4.0M
Qsemble Capital Management, LP 0.42% Reduce -4.1% 6,933 $3.9M
Dash Acquisitions Inc. 0.87% Add +58.6% 6,914 $3.9M
Oregon Public Employees Retirement Fund 0.07% No change 6,718 $3.8M
UniSuper Management Pty Ltd 0.03% Add +6.1% 6,707 $3.8M
Avanda Investment Management Pte. Ltd. 1.34% Add +1.6% 6,674 $3.8M
Tsai Capital Corp 3.08% Reduce -7.1% 6,620 $3.7M
Vanderbilt University 0.71% Add +23.0% 6,614 $3.7M
Knollwood Investment Advisory, LLC 0.41% No change 6,597 $3.7M
Woodline Partners LP 0.02% Add +39.0% 6,585 $3.7M
Swiss Life Asset Management Ltd 0.03% Add +36.8% 6,522 $3.7M
Quadrature Capital Ltd 0.08% Reduce -19.0% 6,488 $3.7M
DAVENPORT & Co LLC 0.02% Reduce -6.3% 6,511 $3.7M
Schonfeld Strategic Advisors LLC 0.02% Add +71.2% 6,409 $3.6M
Evelyn Partners Investment Management LLP 0.12% Reduce -4.6% 6,405 $3.6M
Advisors Asset Management, Inc. 0.07% Add +24.8% 6,348 $3.6M
Icon Wealth Advisors, LLC 0.29% Add +0.7% 6,303 $3.6M
Commonwealth Equity Services, LLC 0.01% Reduce -0.9% 6,269 $3.5M
Fred Alger Management, LLC 0.02% Reduce -74.7% 6,232 $3.5M
Mizuho Securities USA LLC 0.08% Reduce -16.3% 6,218 $3.5M
Wealthfront Advisers LLC 0.01% Add +5.9% 6,207 $3.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -18.7% 6,200 $3.5M
Candriam S.C.A. 0.02% Reduce -74.1% 6,112 $3.5M
PGGM Investments 0.05% No change 6,095 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% Add +2.4% 6,062 $3.4M
Brevan Howard Capital Management LP 0.10% Reduce -44.4% 5,997 $3.4M
Cumberland Partners Ltd 0.25% Add +4.5% 5,750 $3.3M
Twinbeech Capital LP 0.06% Reduce -83.3% 5,741 $3.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +40.2% 5,667 $3.2M
Avanza Fonder AB 0.10% Add +0.0% 5,515 $3.2M
Sanctuary Advisors, LLC 0.02% Reduce -11.8% 5,581 $3.2M
Ghe, LLC 1.42% Reduce -3.0% 5,502 $3.1M
Apollon Wealth Management, LLC 0.07% Add +9.8% 5,501 $3.1M
Simplex Trading, LLC 0.11% New 5,490 $3.1M
Jones Financial Companies LLLP 0.00% Add +70.3% 5,513 $3.1M
Pallas Capital Advisors LLC 0.13% Add +108.4% 5,424 $3.1M
GAM Holding AG 0.23% New 5,299 $3.0M
Peak Financial Advisors LLC 1.51% New 5,230 $3.0M
Fifth Third Bancorp 0.01% Reduce -11.5% 5,192 $2.9M
Kentucky Retirement Systems 0.09% Reduce -4.0% 5,189 $2.9M
Ofi Invest Asset Management 0.08% Add +18.8% 5,570 $2.9M
Mercer Global Advisors Inc. 0.01% Add +36.8% 5,122 $2.9M
Tocqueville Asset Management L.P. 0.05% Add +0.7% 5,076 $2.9M
Intech Investment Management LLC 0.03% Reduce -3.7% 5,059 $2.9M
Alamar Capital Management, LLC 1.68% Reduce -4.5% 4,986 $2.8M
Aster Capital Management (DIFC) Ltd 0.52% Add +881.8% 4,752 $2.8M
K.J. Harrison & Partners Inc 0.54% Add +0.1% 4,914 $2.8M
Cornerstone Advisors, LLC 0.12% No change 4,900 $2.8M
MML Investors Services, LLC 0.01% Reduce -21.2% 4,899 $2.8M
Norinchukin Bank, The 0.05% Add +14.3% 4,895 $2.8M
Abn Amro Investment Solutions 0.06% Add +6.2% 4,824 $2.7M
Freedom Day Solutions, LLC 0.83% Reduce -2.0% 4,779 $2.7M
Fisher Asset Management 0.00% Reduce -95.4% 4,774 $2.7M
Hartford Investment Management Co. 0.09% Reduce -2.3% 4,739 $2.7M
PFG Advisors 0.15% Add +37.3% 4,652 $2.6M
Alliance Wealth Advisors, LLC 0.69% Reduce -7.8% 4,651 $2.6M
US Bancorp \de 0.00% Reduce -3.2% 4,597 $2.6M
Gulf International Bank (UK) Ltd 0.09% Reduce -26.9% 4,578 $2.6M
E. Ohman J:or Asset Management AB 0.07% Add +6.7% 4,559 $2.6M
Delta Global Management LP 0.18% New 4,533 $2.6M
Trillium Asset Management, LLC 0.07% Reduce -77.0% 4,523 $2.6M
Norden Group LLC 0.29% Reduce -2.8% 4,489 $2.5M
AlphaQuest LLC 0.27% Add +43.9% 4,393 $2.5M
MV Capital Management, Inc. 0.26% Reduce -0.6% 4,366 $2.5M
Sumitomo Life Insurance Co. 0.09% Reduce -0.4% 4,308 $2.4M
Assetmark, Inc. 0.01% Reduce -38.2% 4,288 $2.4M
Palumbo Wealth Management LLC 0.81% Add +23.1% 4,261 $2.4M
NewEdge Advisors, LLC 0.01% Reduce -64.2% 4,238 $2.4M
Louisiana State Employees Retirement System 0.05% No change 4,200 $2.4M
Value Partners Investments Inc. 0.20% Reduce -3.1% 4,150 $2.3M
Securian Asset Management, Inc. 0.07% Reduce -2.5% 4,130 $2.3M
Kirtland Hills Capital Management, LLC 1.41% Add +6.1% 4,238 $2.3M
Groupama Asset Managment 0.05% Reduce -2.0% 4,127 $2.3M
Allianz SE 0.06% No change 4,075 $2.3M
Delta Investment Management, LLC 0.46% Reduce -0.9% 4,057 $2.3M
Ostrum Asset Management 0.12% Add +129.7% 4,056 $2.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.21% No change 4,050 $2.3M
Grove Bank & Trust 0.31% Add +3.6% 4,044 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +122.6% 4,036 $2.3M
LGT Fund Management Co Ltd. 0.21% Reduce -16.0% 4,019 $2.3M
Plato Investment Management Ltd 0.19% Reduce -11.8% 3,878 $2.2M
CreativeOne Wealth, LLC 0.07% Reduce -1.8% 3,881 $2.2M
NEOS Investment Management LLC 0.04% Add +79.3% 3,868 $2.2M
Diversified Trust Co. 0.05% Add +22.9% 3,820 $2.2M
Dynasty Wealth Management, LLC 0.04% Add +0.9% 3,813 $2.2M
Meitav Investment House Ltd. 0.04% Add +4.2% 3,808 $2.2M
MAI Capital Management 0.02% Add +1.8% 3,783 $2.1M
Janney Montgomery Scott LLC 0.01% Add +31.3% 3,759 $2.1M
Aurora Investment Managers, LLC. 1.34% Add +0.6% 3,754 $2.1M
Shelton Capital Management 0.05% No change 3,744 $2.1M
Canandaigua National Bank & Trust Co. 0.21% Reduce -8.0% 3,723 $2.1M
Vestmark Advisory Solutions, Inc. 0.05% Add +56.5% 3,710 $2.1M
New Mexico Educational Retirement Board 0.07% No change 3,700 $2.1M
Machina Capital S.A.S. 0.61% Add +24.8% 3,633 $2.1M
Gibbs Wealth Management 0.49% Add +20.6% 3,602 $2.0M
Dakota Wealth Management 0.05% Reduce -7.4% 3,589 $2.0M
Fiduciary Trust Co 0.03% Reduce -2.4% 3,575 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.0% 3,542 $2.0M
Maryland State Retirement & Pension System 0.05% Reduce -12.4% 3,553 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -75.2% 3,537 $2.0M
EFG Asset Management (North America) Corp. 0.33% Add +20.9% 3,530 $2.0M
Segment Wealth Management, LLC 0.13% Add +8.0% 3,525 $2.0M
ING Groep NV 0.01% Reduce -1.7% 3,483 $2.0M
Greenleaf Trust 0.02% Add +0.6% 3,468 $2.0M
Americana Partners, LLC 0.08% Add +41.6% 3,450 $2.0M
Interval Partners, LP 0.07% New 3,406 $1.9M
Bokf, NA 0.03% Reduce -12.8% 3,381 $1.9M
Caxton Associates LLP 0.07% — 3,380 $1.9M
Voleon Capital Management LP 0.15% Add +378.2% 3,376 $1.9M
Trivant Custom Portfolio Group, LLC 1.08% Add +0.1% 3,327 $1.9M
Freedom Investment Management, Inc. 0.16% Reduce -5.8% 3,320 $1.9M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +58.0% 3,260 $1.8M
&partners 0.02% Add +6.9% 3,292 $1.8M
Verdence Capital Advisors LLC 0.14% Reduce -13.5% 3,201 $1.8M
Nebula Research & Development LLC 0.17% Add +84.7% 3,185 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.2% 3,168 $1.8M
Stephens Inc. 0.03% Reduce -3.2% 3,163 $1.8M
Metis Global Partners, LLC 0.05% Add +19.1% 3,154 $1.8M
E Fund Management Co., Ltd. 0.08% Reduce -4.0% 3,102 $1.8M
Generali Asset Management SPA SGR 0.04% New 3,094 $1.7M
Allstate Corp. 0.05% Add +31.9% 3,066 $1.7M
Union Bancaire Privee, UBP SA 0.03% Reduce -38.7% 2,974 $1.7M
Schechter Investment Advisors, LLC 0.14% Reduce -9.9% 3,016 $1.7M
AG2R La Mondiale Gestion D'actifs 0.09% — 3,018 $1.7M
WealthBridge Investment Counsel Inc. 0.61% Add +45.2% 2,957 $1.7M
Choreo, LLC 0.03% Reduce -21.6% 2,911 $1.6M
Tema ETFs LLC 0.49% Add +143.6% 2,901 $1.6M
QRG Capital Management, Inc. 0.02% Reduce -7.7% 2,834 $1.6M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.3% 2,831 $1.6M
City Holding Co. 0.22% Reduce -1.3% 2,763 $1.6M
Empirical Finance, LLC 0.09% Add +2.3% 2,752 $1.6M
Tower Research Capital LLC (TRC) 0.05% Reduce -24.0% 2,755 $1.5M
Signal Advisors Wealth, LLC 0.15% Reduce -0.5% 2,719 $1.5M
Fuller & Thaler Asset Management, Inc. 0.01% Add +20.7% 2,710 $1.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +4649.1% 2,707 $1.5M
Achmea Investment Management B.V. 0.02% New 2,683 $1.5M
Headlands Technologies LLC 0.17% Reduce -58.7% 2,677 $1.5M
BDF-Gestion 0.16% No change 2,668 $1.5M
Legacy Advisors, LLC 0.15% Reduce -5.6% 2,644 $1.5M
Entropy Technologies, LP 0.14% Add +227.2% 2,575 $1.5M
Jackson Hill Advisors, LLC 0.77% New 2,500 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.8% 2,470 $1.4M
NewEdge Wealth, LLC 0.03% Reduce -17.4% 2,458 $1.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -10.3% 2,450 $1.4M
Nomura Holdings Inc. 0.01% Reduce -5.5% 2,442 $1.4M
SRN Advisors, LLC 1.55% Reduce -2.5% 2,441 $1.4M
Cornercap Investment Counsel Inc. 0.72% Reduce -1.3% 2,429 $1.4M
Walleye Trading LLC 0.04% New 2,429 $1.4M
AE Wealth Management LLC 0.01% Reduce -12.4% 2,414 $1.4M
Crossmark Global Holdings, Inc. 0.02% Reduce -9.2% 2,408 $1.4M
Lincoln Capital LLC 0.28% New 2,507 $1.3M
Bridgefront Capital, LLC 0.39% Add +70.7% 2,386 $1.3M
Bennett Selby Investments LP 0.53% Add +5.4% 2,382 $1.3M
Fairbanks Capital Management, Inc. 0.86% Reduce -24.6% 2,372 $1.3M
Capital Investment Advisory Services, LLC 0.12% Add +3.1% 2,312 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -9.9% 2,312 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -44.9% 2,280 $1.3M
AXS Investments LLC 0.35% Reduce -1.0% 2,238 $1.3M
Y-Intercept (Hong Kong) Ltd 0.09% New 2,237 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -0.4% 2,235 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -31.0% 2,222 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% New 2,210 $1.2M
IFP Advisors, Inc 0.04% Add +6.1% 2,197 $1.2M
Personal Cfo Solutions, LLC 0.25% Reduce -13.3% 2,167 $1.2M
Keybank National Association 0.00% Add +11.2% 2,150 $1.2M
ProVise Management Group, LLC 0.10% Reduce -3.8% 2,149 $1.2M
Focus Partners Advisor Solutions, LLC 0.02% New 2,148 $1.2M
HHLR Advisors, LTD. 0.03% Reduce -41.7% 2,128 $1.2M
Grandeur Peak Global Advisors, LLC 0.13% Add +5.3% 2,110 $1.2M
Principal Securities, Inc. 0.03% No change 1,978 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -1.5% 2,091 $1.2M
King Luther Capital Management Corp. 0.01% Reduce -4.5% 2,081 $1.2M
Figure 8 Investment Strategies LLC 1.23% Add +5.6% 2,076 $1.2M
Cresset Asset Management, LLC 0.01% Add +7.0% 2,075 $1.2M
Frank, Rimerman Advisors LLC 0.09% Add +1.4% 2,047 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -54.1% 2,015 $1.1M
Caprock Group, LLC 0.03% Reduce -22.5% 2,013 $1.1M
Davidson Kahn Capital Management, LLC 0.88% Add +9.2% 2,004 $1.1M
Empowered Funds, LLC 0.02% Add +7.6% 2,003 $1.1M
Procyon Advisors, LLC 0.07% Reduce -10.1% 1,955 $1.1M
Citizens Financial Group Inc. 0.02% Add +1.6% 1,931 $1.1M
Liberty Wealth Management LLC 0.20% No change 1,883 $1.1M
Callan Family Office, LLC 0.08% Add +25.8% 1,880 $1.1M
Dynamic Technology Lab Private Ltd 0.15% Add +28.1% 1,870 $1.1M
Evelyn Partners Investment Management Services Ltd 0.17% Reduce -14.3% 1,854 $1.0M
Regions Financial Corp. 0.01% Reduce -6.3% 1,803 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +8.4% 1,802 $1.0M
Praxis Investment Management Inc. 0.07% No change 1,797 $1.0M
Equitable Holdings, Inc. 0.01% Add +30.6% 1,793 $1.0M
Montag A & Associates Inc. 0.05% Add +5.3% 1,779 $1.0M
Institute for Wealth Management, LLC. 0.13% Add +14.6% 1,777 $1.0M
Copperwynd Financial, LLC 0.28% Add +5.4% 1,773 $1.0M
Nvwm, LLC 0.27% Add +0.3% 1,772 $1.0M
Harbor Capital Advisors, Inc. 0.05% Add +39.2% 1,762 $996K
Ballentine Partners, LLC 0.02% Add +0.6% 1,758 $994K
Diversify Wealth Management, LLC 0.07% Reduce -12.6% 1,833 $990K
Toth Financial Advisory Corp. 0.12% Add +94.6% 1,720 $973K
Wallace Advisory Group, LLC 0.67% Add +1.1% 1,612 $967K
Centiva Capital, LP 0.06% Add +230.2% 1,704 $964K
R Squared Ltd 1.01% Add +169.3% 1,670 $944K
Fox Run Management, L.L.C. 0.15% Reduce -39.3% 1,670 $944K
Meeder Advisory Services, Inc. 0.06% Add +0.2% 1,646 $931K
Guggenheim Capital LLC 0.01% Reduce -11.6% 1,645 $930K
CI Investments Inc. 0.00% Add +13.2% 1,643 $929K
Fairtree Asset Management (Pty) Ltd 0.74% Add +37.0% 1,635 $925K
J. Safra Sarasin Holding AG 0.02% Reduce -8.1% 1,619 $916K
Opes Wealth Management LLC 0.18% New 1,600 $905K
Benin Management CORP 0.26% No change 1,598 $904K
Arbor Capital Management Inc. 0.87% Add +2.3% 1,585 $897K
Redwood Investments, LLC 0.34% Reduce -3.4% 1,584 $896K
FJ Capital Management LLC 0.09% Add +50.5% 1,573 $890K
LVW Advisors, LLC 0.11% Add +7.0% 1,563 $884K
Sompo Asset Management Co., Ltd. 0.16% Reduce -6.1% 1,550 $877K
Texas Capital Bancshares Inc 0.37% Reduce -0.7% 1,548 $875K
Intellectus Partners, LLC 0.22% Reduce -2.9% 1,545 $873K
Gen-Wealth Partners Inc 0.36% Add +13.3% 1,528 $864K
HB Wealth Management, LLC 0.01% Add +10.5% 1,522 $861K
Coldstream Capital Management Inc. 0.02% Reduce -21.8% 1,514 $856K
Leonteq Securities AG 0.07% Reduce -28.9% 1,512 $855K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -8.3% 1,507 $852K
B.O.S.S. Retirement Advisors, LLC 0.25% Reduce -6.2% 1,503 $850K
Gries Financial LLC 0.16% Add +16.3% 1,485 $840K
RB Capital Management, LLC 0.21% Reduce -2.9% 1,475 $834K
SBI Securities Co., Ltd. 0.03% Add +1.7% 1,469 $831K
TD Private Client Wealth LLC 0.02% Reduce -65.9% 1,468 $830K
BlueSpruce Investments, LP 0.02% No change 1,461 $826K
Creekmur Asset Management LLC 0.17% New 1,460 $826K
NorthCoast Asset Management LLC 0.00% Add +14.1% 1,456 $824K
Alpha Wealth Funds, LLC 0.89% New 1,450 $820K
Vestcor Inc 0.03% Add +0.2% 1,435 $811K
Transcend Capital Advisors, LLC 0.06% Add +21.2% 1,434 $811K
Three Seasons Wealth, LLC 0.40% Add +4.5% 1,433 $810K
Sustainable Growth Advisers, LP 0.00% Reduce -99.8% 1,410 $797K
Hohimer Wealth Management, LLC 0.16% Reduce -9.9% 1,397 $790K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -38.0% 1,390 $780K
Mufg Securities Americas Inc. 0.09% Add +18.8% 1,375 $778K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 1,375 $778K
Mission Wealth Management, LP 0.02% Reduce -0.3% 1,374 $777K
Navellier & Associates Inc. 0.11% Reduce -25.6% 1,411 $777K
Simon Quick Advisors, LLC 0.04% Add +14.4% 1,373 $776K
Wedmont Private Capital 0.04% Add +0.9% 1,417 $768K
Horizon Investments, LLC 0.02% Add +11.2% 1,357 $767K
Canada Post Corp Registered Pension Plan 0.33% No change 1,338 $757K
Shell Asset Management Co. 0.04% Reduce -4.0% 1,333 $754K
Signet Financial Management, LLC 0.10% Reduce -3.2% 1,332 $753K
Beacon Pointe Advisors, LLC 0.01% Add +63.2% 1,322 $748K
Cypress Asset Management Inc. 0.20% Reduce -7.3% 1,300 $735K
Roberts Capital Advisors, LLC 0.64% No change 1,293 $731K
Quadrant Capital Group LLC 0.03% Add +88.0% 1,286 $727K
Quintet Private Bank (Europe) S.A. 0.04% No change 1,285 $727K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +3.7% 1,281 $724K
Wrapmanager Inc. 0.19% Reduce -10.0% 1,280 $724K
Aspen Grove Capital, LLC 0.14% New 1,274 $720K
Lido Advisors, LLC 0.00% Add +9.8% 1,270 $718K
One Wealth Capital Management, LLC 0.39% Reduce -1.6% 1,269 $718K
Signaturefd, LLC 0.01% Add +1.7% 1,261 $713K
Moran Wealth Management, LLC 0.02% Reduce -93.9% 1,259 $712K
Two Sigma Securities, LLC 0.11% New 1,254 $709K
Gsa Capital Partners LLP 0.06% Add +155.4% 1,254 $709K
Burney Co./ 0.03% Reduce -2.4% 1,221 $690K
HighPoint Advisor Group LLC 0.04% Add +12.0% 1,269 $686K
Prelude Capital Management, LLC 0.07% Add +8.6% 1,200 $679K
NorthCrest Asset Manangement, LLC 0.02% New 1,199 $678K
Tectonic Advisors LLC 0.04% No change 1,197 $677K
Compound Planning, Inc. 0.03% Add +8.9% 1,191 $674K
Advisor OS, LLC 0.08% Reduce -18.1% 1,177 $665K
Summit Trail Advisors, LLC 0.02% Add +10.3% 1,177 $665K
Graypoint LLC 0.04% Reduce -4.9% 1,149 $650K
Flputnam Investment Management Co. 0.01% Reduce -2.5% 1,147 $649K
Fidelis Capital Partners, LLC 0.07% Reduce -1.1% 1,205 $645K
Kestra Investment Management, LLC 0.01% Add +31.1% 1,138 $644K
Numerai GP LLC 0.12% New 1,137 $643K
Profund Advisors LLC 0.03% Reduce -8.4% 1,109 $627K
Integrated Investment Consultants, LLC 0.12% Add +1.5% 1,103 $624K
Sava Infond d.o.o. 0.12% No change 1,100 $622K
Alken Asset Management Ltd 30.85% No change 1,100 $622K
Diversify Advisory Services, LLC 0.04% Add +13.0% 1,142 $617K
Applied Finance Capital Management, LLC 0.04% New 1,075 $608K
Lanark Financial, Inc. 0.05% — 1,074 $607K
Pinnacle Associates Ltd. 0.01% Add +2.1% 1,072 $606K
Birch Financial Group, LLC 0.54% Reduce -0.5% 1,065 $602K
Stanley-Laman Group, Ltd. 0.09% No change 1,058 $598K
Gotham Asset Management 0.01% New 1,058 $598K
Venturi Wealth Management, LLC 0.03% Reduce -1.7% 1,056 $597K
OneDigital Investment Advisors LLC 0.01% Reduce -52.5% 1,044 $590K
Teza Capital Management LLC 0.27% Reduce -77.6% 1,027 $581K
Algert Global LLC 0.01% Reduce -82.9% 1,015 $574K
Dana Investment Advisors, Inc. 0.02% No change 1,008 $570K
Unique Wealth Strategies, LLC 0.26% New 1,005 $568K
Malaga Cove Capital, LLC 0.25% Add +5.2% 1,004 $568K
Birinyi Associates Inc. 0.18% No change 1,000 $566K
Harbor Advisors LLC 0.10% No change 1,000 $566K
Ellevest, Inc. 0.04% Reduce -11.4% 999 $565K
Evercore Wealth Management, LLC 0.01% No change 999 $565K
Baker Tilly Wealth Management, LLC 0.22% Reduce -4.4% 998 $564K
Gilbert & Cook, Inc. 0.08% Add +1.4% 998 $564K
Blair William & Co. 0.00% Reduce -0.9% 995 $562K
Wealthspire Advisors, LLC 0.00% Add +21.0% 985 $557K
University of Texas/Texas Am Investment Management Co. 0.09% New 968 $547K
Prudential PLC 0.00% Add +1.1% 965 $546K
Virtue Capital Management, LLC 0.06% Add +138.9% 965 $545K
Empirical Asset Management, LLC 0.18% Add +105.8% 955 $540K
Agf Management Ltd. 0.00% Reduce -39.0% 952 $538K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.4% 950 $537K
Strive Asset Management, LLC 0.37% Reduce -13.9% 944 $534K
Peapack Gladstone Financial Corp. 0.01% Reduce -2.4% 941 $532K
Wolverine Trading, LLC 0.02% Add +89.8% 949 $530K
Quarry LP 0.14% Add +109.6% 935 $529K
D.A. Davidson & Co. 0.00% Add +16.2% 933 $528K
SYM FINANCIAL Corp 0.06% Add +85.7% 921 $521K
Valley Wealth Managers, Inc. 0.04% Add +6.4% 917 $519K
Quantitative Investment Management, LLC 0.05% New 916 $517K
Azzad Asset Management Inc. 0.06% Add +4.6% 913 $516K
Trust Asset Management LLC 0.04% Reduce -1.5% 905 $512K
Cinctive Capital Management LP 0.04% New 894 $506K
GAMMA Investing LLC 0.04% Add +8.4% 894 $506K
Wilmington Savings Fund Society, FSB 0.01% Reduce -3.8% 891 $504K
Advisory Services Network, LLC 0.01% Reduce -14.2% 889 $503K
Perbak Capital Partners LLP 0.37% New 887 $502K
Aigen Investment Management, LP 0.08% New 886 $501K
Pier Capital, LLC 0.08% Reduce -46.9% 879 $497K
Sivia Capital Partners, LLC 0.23% New 870 $492K
Integrated Advisors Network LLC 0.02% Add +13.6% 868 $491K
NorthRock Partners, LLC 0.02% Reduce -6.5% 866 $490K
Kaufman Rossin Wealth, LLC 0.35% New 858 $485K
New World Advisors LLC 0.11% Add +16.9% 856 $484K
Emerald Advisers, LLC 0.02% Reduce -5.2% 854 $483K
Exchange Traded Concepts, LLC 0.01% Reduce -43.3% 841 $476K
Aviso Financial Inc. 0.02% Add +0.1% 838 $474K
BIT Capital GmbH 0.06% New 835 $472K
AdvisorShares Investments LLC 0.09% New 830 $471K
Pitcairn Co. 0.03% Reduce -6.5% 831 $470K
CNB Bank 0.24% Reduce -2.4% 828 $468K
Synovus Financial Corp. 0.01% Reduce -85.1% 827 $468K
Salvus Wealth Management, LLC 0.29% Add +2.6% 824 $466K
Williams Jones Wealth Management, LLC. 0.01% Reduce -79.0% 821 $464K
Ritholtz Wealth Management 0.01% Add +23.2% 812 $459K
Boit C F David 0.23% No change 810 $458K
Kathmere Capital Management, LLC 0.04% Add +21.3% 809 $457K
Crestmont Private Wealth LLC 0.20% Add +24.6% 806 $456K
Ethos Financial Group, LLC 0.04% No change 755 $453K
Huntington National Bank 0.00% Add +8.4% 789 $446K
Mather Group, Llc. 0.01% Reduce -2.4% 788 $445K
Ascentis Wealth Management, LLC 0.14% Reduce -3.4% 780 $442K
Apeiron RIA LLC 0.13% Add +1.7% 781 $442K
Cary Street Partners Investment Advisory LLC 0.25% Add +0.7% 779 $441K
Parallel Advisors, LLC 0.01% Reduce -1.6% 778 $440K
RFG Advisory, LLC 0.01% Reduce -15.6% 776 $439K
Elk River Wealth Management LLC 0.08% Reduce -0.9% 773 $437K
Cigna Investments Inc. 0.08% Reduce -2.7% 768 $434K
Catalyst Capital Advisors LLC 0.01% Reduce -21.5% 765 $433K
Meridian Wealth Management, LLC 0.02% Add +12.9% 762 $431K
Checchi Capital Advisers, LLC 0.03% Add +1.7% 760 $430K
Earned Wealth Advisors, LLC 0.09% New 758 $429K
Aptus Capital Advisors, LLC 0.00% Add +34.2% 757 $428K
Parcion Private Wealth LLC 0.03% New 756 $428K
Weaver Capital Management LLC 0.11% Add +5.8% 753 $426K
Private Advisor Group, LLC 0.00% Add +5.0% 753 $426K
MQS Management LLC 0.24% New 752 $425K
Fifth Third Wealth Advisors LLC 0.02% Add +0.5% 749 $424K
Ingalls & Snyder LLC 0.01% New 748 $423K
Syon Capital LLC 0.03% Add +7.8% 747 $422K
Clearstead Advisors, LLC 0.01% Add +59.8% 743 $420K
Keystone Investors Pte Ltd. 0.06% Reduce -61.2% 741 $419K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.1% 740 $418K
MJP Associates Inc. 0.08% Reduce -20.7% 737 $417K
Hilltop Holdings Inc. 0.03% Add +1.0% 736 $416K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -96.1% 735 $416K
Sfmg, LLC 0.03% Reduce -0.9% 727 $411K
Commerzbank Aktiengesellschaft 0.01% No change 725 $410K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 721 $408K
Garda Capital Partners LP 0.23% New 714 $404K
Argentarii, LLC 0.20% New 706 $399K
Connecticut Wealth Management, LLC 0.02% No change 705 $399K
Brooklyn Investment Group 0.09% Add +39.2% 703 $398K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.19% No change 700 $396K
Farther Finance Advisors, LLC 0.01% Reduce -6.5% 695 $395K
Smartleaf Asset Management LLC 0.04% Add +17.1% 706 $394K
Fielder Capital Group LLC 0.11% Reduce -8.4% 696 $394K
Beverly Hills Private Wealth, LLC 0.08% No change 689 $390K
Cynosure Group, LLC 0.05% Add +22.5% 685 $387K
Brown Brothers Harriman & Co. 0.00% Add +0.7% 685 $387K
Castleview Partners, LLC 0.26% Add +1.6% 681 $385K
Prime Capital Investment Advisors, LLC 0.00% Add +18.9% 674 $381K
Insigneo Advisory Services, LLC 0.04% Add +12.4% 670 $379K
Net Worth Advisory Group 0.12% Add +6.2% 670 $379K
Optimize Financial Inc. 0.14% Add +11.6% 665 $376K
World Investment Advisors 0.01% Reduce -3.5% 658 $372K
CenterBook Partners LP 0.02% New 657 $372K
Wealth Alliance, LLC 0.04% Reduce -9.0% 647 $366K
World Equity Group, Inc. 0.10% Reduce -49.2% 642 $363K
Dark Forest Capital Management LP 0.02% Reduce -41.8% 638 $361K
Permanent Capital Management, LP 0.10% No change 636 $360K
JSF Financial, LLC 0.09% No change 633 $358K
OneAscent Investment Solutions LLC 0.42% — 628 $355K
Valeo Financial Advisors, LLC 0.01% Add +6.3% 620 $351K
Allegiance Financial Group Advisory Services LLC 0.11% New 619 $350K
Dorsey & Whitney Trust CO LLC 0.02% Add +8.6% 618 $349K
EverSource Wealth Advisors, LLC 0.02% Add +51.0% 613 $347K
Equitable Trust Co. 0.02% No change 608 $344K
Sigma Planning Corp 0.01% Reduce -6.5% 604 $341K
WJ Wealth Management, LLC 0.12% No change 600 $339K
Arkadios Wealth Advisors 0.01% Add +56.7% 600 $339K
PUREfi Wealth, LLC 0.34% Add +11.8% 599 $339K
DRW Securities, LLC 0.03% Reduce -10.3% 592 $335K
Sowell Financial Services LLC 0.02% New 591 $334K
Perigon Wealth Management, LLC 0.01% Add +2.4% 589 $333K
Axxcess Wealth Management, LLC 0.01% Reduce -12.6% 588 $333K
Blue Barn Wealth, LLC 0.17% Add +0.5% 584 $330K
Daiichi Life Insurance Co., Ltd. 0.01% No change 583 $330K
Whittier Trust Co. of Nevada Inc. 0.01% Add +2.3% 579 $327K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -24.3% 578 $327K
DSG Capital Advisors, LLC 0.07% No change 576 $326K
Keel Point, LLC 0.03% Add +28.5% 573 $324K
Fenimore Asset Management Inc 0.01% No change 572 $323K
Atria Wealth Solutions, Inc. 0.00% Reduce -40.4% 567 $321K
Sage Mountain Advisors LLC 0.02% Reduce -8.4% 565 $320K
Capital Advisors, Ltd. LLC 0.04% No change 561 $317K
Security Financial Services, INC. 0.06% Add +11.6% 557 $315K
Westpac Banking Corp. 0.02% Reduce -13.7% 555 $314K
Spire Wealth Management 0.01% Reduce -86.8% 554 $313K
Forum Financial Management, LP 0.01% No change 553 $313K
Polymer Capital Management (US) LLC 0.09% New 548 $310K
MBB Public Markets I LLC 0.04% New 542 $307K
Optivise Advisory Services LLC 0.17% Add +3.9% 540 $306K
Chilton Investment Co. Inc. 0.01% No change 530 $300K
PDS Planning, Inc 0.03% Add +17.1% 528 $299K
City National Bank of Florida 0.27% Reduce -2.6% 527 $298K
Karani Asset Management LLC 0.32% New 527 $298K
Simplicity Wealth,LLC 0.02% Add +2.3% 527 $298K
Scientech Research LLC 0.08% New 526 $297K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.3% 525 $297K
Landscape Capital Management, L.L.C. 0.03% New 524 $296K
Crestwood Advisors Group, LLC 0.01% Add +6.5% 524 $296K
Clarius Group, LLC 0.02% Reduce -2.5% 518 $293K
Fullcircle Wealth LLC 0.12% Add +2.6% 544 $291K
Ascent Group, LLC 0.01% New 509 $288K
Ramirez Asset Management, Inc. 0.06% No change 509 $288K
Wedbush Securities Inc. 0.01% Reduce -4.7% 508 $287K
Calydon Capital 0.05% Add +7.9% 507 $287K
True North Advisors, LLC 0.05% No change 507 $287K
Waverly Advisors, LLC 0.00% Add +46.9% 498 $282K
Walleye Capital LLC 0.00% Add +123.0% 495 $280K
Baldwin Wealth Partners LLC 0.02% Reduce -95.3% 490 $277K
Angeles Wealth Management, LLC 0.02% Reduce -0.8% 488 $276K
George Kaiser Family Foundation 0.04% New 487 $275K
Prescott Group Capital Management, L.L.C. 0.04% Add +26.8% 487 $275K
Itau Unibanco Holding S.A. 0.01% New 481 $272K
Versor Investments LP 0.04% Reduce -81.4% 480 $271K
Chicago Partners Investment Group LLC 0.01% Reduce -25.6% 489 $270K
Independent Advisor Alliance 0.01% Reduce -23.4% 477 $270K
Brighton Jones LLC 0.01% New 475 $269K
Evergreen Capital Management LLC 0.01% Add +8.0% 472 $267K
Sagespring Wealth Partners, LLC 0.01% Add +7.8% 472 $267K
Hamilton Capital Partners Inc. 0.02% No change 470 $266K
Chancellor Financial Group WB LP 0.22% No change 467 $264K
Founders Financial Alliance, LLC 0.06% New 462 $261K
Conning Inc. 0.01% No change 459 $260K
Concurrent Investment Advisors, LLC 0.01% Reduce -5.4% 458 $259K
J2 Capital Management Inc 0.24% No change 456 $258K
Journey Strategic Wealth LLC 0.01% Add +11.5% 456 $258K
Capital Advisors Inc. 0.01% Add +0.5% 451 $255K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Reduce -31.1% 451 $255K
XTX Topco Ltd 0.01% Reduce -61.1% 451 $255K
Aprio Wealth Management, LLC 0.03% Add +19.1% 450 $255K
CX Institutional 0.01% Add +13.2% 447 $253K
Rainey & Randall Wealth Advisors Inc. 0.05% New 445 $252K
Flagship Harbor Advisors, LLC 0.01% Add +0.7% 444 $251K
Certuity, LLC 0.03% Add +6.8% 442 $250K
V-Square Quantitative Management LLC 0.04% Reduce -4.2% 439 $248K
Focus Financial Network, Inc. 0.01% Add +3.1% 437 $247K
IRON Financial LLC 0.13% New 425 $240K
CWA Asset Management Group, LLC 0.01% Add +1.2% 423 $239K
Aaron Wealth Advisors LLC 0.03% Reduce -8.9% 420 $238K
OneAscent Financial Services LLC 0.02% Reduce -16.6% 416 $236K
Howard Capital Management, LLC 0.01% Reduce -13.8% 417 $236K
Bridgewater Advisors Inc. 0.02% New 436 $236K
Smithfield Trust Co 0.01% No change 417 $235K
Mayflower Financial Advisors, LLC 0.04% Add +0.5% 415 $235K
Winslow Capital Management, LLC 0.00% Reduce -31.3% 411 $232K
Kingswood Wealth Advisors, LLC 0.02% Reduce -3.8% 410 $232K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 408 $231K
Lantz Financial LLC 0.06% Add +0.3% 404 $228K
M3 Advisory Group, LLC 0.18% Add +5.8% 401 $227K
Blue Edge Capital, LLC 0.04% No change 400 $226K
WealthBridge Capital Management, LLC 0.06% Reduce -3.9% 398 $225K
Venture Visionary Partners LLC 0.01% New 398 $225K
GK Wealth Management LLC 0.28% Reduce -23.6% 395 $224K
Fishman Jay A Ltd. 0.02% No change 395 $223K
Zions Bancorporation, National Association 0.01% — 391 $221K
GTS Securities LLC 0.01% Reduce -30.6% 386 $218K
New Age Alpha Advisors, LLC 0.01% New 385 $218K
Summa Corp. 0.13% No change 382 $216K
Impact Capital Partners LLC 0.08% New 382 $216K
Founders Financial Securities LLC 0.02% New 399 $213K
Howard Bailey Securities, LLC 0.07% Reduce -16.0% 377 $213K
Stonegate Investment Group, LLC 0.01% New 376 $213K
McHugh Group, LLC 0.16% No change 375 $212K
Claro Advisors Inc. 0.03% New 371 $210K
Mgo One Seven LLC 0.01% New 370 $209K
Savant Capital, LLC 0.00% Reduce -32.7% 370 $209K
Penserra Capital Management LLC 0.00% Reduce -33.1% 372 $209K
Savvy Advisors, Inc. 0.02% New 369 $209K
ICONIQ Capital, LLC 0.00% Add +7.6% 369 $209K
Northwest Wealth Management, LLC 0.04% New 368 $208K
Wellspring Financial Advisors, LLC 0.02% Add +1.7% 367 $208K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.6% 365 $206K
Quotient Wealth Partners, LLC 0.01% Add +5.9% 361 $204K
JCIC Asset Management Inc. 0.09% No change 360 $204K
Buckhead Capital Management LLC 0.07% No change 360 $204K
Alta Advisers Ltd 0.09% New 359 $203K
SVB Wealth LLC 0.01% Reduce -19.9% 341 $193K
Lindbrook Capital, LLC 0.02% Add +35.6% 339 $192K
TD Waterhouse Canada Inc. 0.00% Add +5.3% 336 $187K
Whittier Trust Co. 0.00% Reduce -28.4% 323 $183K
Banque de Luxembourg S.A. 0.10% No change 300 $170K
Rossby Financial, LCC 0.07% New 313 $168K
MassMutual Private Wealth & Trust, FSB 0.00% Add +35.2% 296 $167K
Murphy & Mullick Capital Management Corp 0.16% No change 293 $166K
GeoWealth Management, LLC 0.01% Reduce -59.3% 286 $162K
Arax Advisory Partners 0.01% Add +138.5% 279 $158K
Capital A Wealth Management, LLC 0.16% No change 267 $151K
CVA Family Office, LLC 0.02% Add +4.4% 263 $149K
UMB Bank, n.a. 0.00% Add +16.8% 257 $145K
True Wealth Design, LLC 0.05% Add +223.1% 252 $143K
Godsey & Gibb, Inc. 0.01% No change 250 $141K
Harbour Investments, Inc. 0.00% Reduce -3.9% 247 $140K
Navera Investment Management Ltd. 0.00% No change 245 $139K
Clean Yield Group 0.05% No change 245 $139K
Covestor Ltd 0.09% Add +12.5% 234 $133K
Allworth Financial LP 0.00% Reduce -3.1% 248 $132K
Cromwell Holdings LLC 0.08% Add +1.3% 227 $128K
Larson Financial Group LLC 0.01% Add +371.1% 212 $120K
Wayfinding Financial, LLC 0.05% New 209 $118K
Sentry Investment Management LLC 0.08% Add +96.5% 226 $114K
Goldstream Capital Management Ltd 0.07% No change 195 $110K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -11.8% 195 $110K
E Fund Management (Hong Kong) Co., Ltd. 0.10% Reduce -45.1% 192 $109K
Vega Investment Solutions 0.02% New 186 $105K
Parkside Financial Bank & Trust 0.01% Add +4.6% 182 $103K
Global Financial Private Client, LLC 0.04% Add +37.7% 179 $101K
Dunhill Financial, LLC 0.05% Reduce -1.1% 178 $100K
YANKCOM Partnership 0.05% Add +4.3% 169 $96K
Blue Trust, Inc. 0.00% Reduce -22.8% 169 $96K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 165 $93K
Opal Wealth Advisors, LLC 0.03% New 159 $90K
Acima Private Wealth, LLC 0.03% No change 153 $87K
Center for Financial Planning, Inc. 0.01% No change 145 $82K
Sunbelt Securities, Inc. 0.01% Add +15.4% 142 $80K
Pin Oak Investment Advisors Inc. 0.06% No change 130 $73K
Private Trust Co. NA 0.01% Add +13.3% 128 $72K
Quent Capital, LLC 0.01% Add +9.0% 121 $69K
Intact Investment Management Inc. 0.00% New 119 $67K
Whipplewood Advisors, LLC 0.04% Add +16.8% 146 $66K
Cary Street Partners Financial LLC 0.00% Reduce -10.8% 115 $65K
WPG Advisers, LLC 0.06% Reduce -16.0% 110 $62K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 110 $62K
LRI Investments, LLC 0.01% Add +3.0% 102 $58K
Financial Network Wealth Advisors LLC 0.07% Add +8.6% 101 $57K
Pension & Wealth Management Advisors, Inc. 0.02% Add +19.3% 99 $56K
Geo Capital Gestora de Recursos Ltd 0.08% No change 97 $55K
Hexagon Capital Partners LLC 0.01% Reduce -33.8% 96 $54K
Rakuten Securities, Inc. 0.03% Add +944.4% 94 $53K
American National Bank & Trust 0.01% Add +9100.0% 92 $52K
Versant Capital Management, Inc 0.01% Add +147.2% 89 $50K
Central Pacific Bank - Trust Division 0.01% Reduce -4.3% 88 $50K
Geneos Wealth Management Inc. 0.00% Reduce -36.5% 87 $49K
GW&K Investment Management, LLC 0.00% Add +133.3% 84 $48K
Riverview Trust Co 0.05% Reduce -2.3% 84 $48K
First United Bank & Trust 0.02% Reduce -1.2% 84 $48K
Caitong International Asset Management Co., Ltd 0.03% Add +2666.7% 83 $47K
Ridgewood Investments LLC 0.02% No change 82 $46K
Arlington Trust Co LLC 0.01% No change 80 $45K
Plante Moran Financial Advisors, LLC 0.00% No change 80 $45K
HWG Holdings LP 0.02% New 77 $44K
Compagnie Lombard Odier SCmA 0.00% No change 69 $39K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +50.0% 66 $37K
Rothschild Investment LLC 0.00% Reduce -22.9% 64 $36K
Hemington Wealth Management 0.01% Add +12.1% 65 $36K
JFS Wealth Advisors, LLC 0.00% No change 61 $34K
Farmers & Merchants Investments Inc. 0.00% No change 61 $34K
Trust Co. of Vermont 0.00% Add +18.4% 58 $33K
Group One Trading LLC 0.00% New 58 $33K
Johnson Financial Group, Inc. 0.00% Reduce -15.9% 53 $30K
Meeder Asset Management Inc. 0.00% Add +136.4% 52 $29K
Rise Advisors, LLC 0.01% Add +4.2% 50 $28K
Optiver Holding B.V. 0.00% Reduce -82.0% 48 $27K
Olde Wealth Management, LLC 0.01% New 48 $27K
Carolinas Wealth Consulting LLC 0.01% No change 45 $25K
Aventura Private Wealth, LLC 0.01% No change 44 $25K
WASHINGTON TRUST Co 0.00% No change 41 $23K
SouthState Bank Corp 0.00% New 38 $21K
Bell Investment Advisors, Inc 0.00% No change 37 $21K
Financial Management Professionals, Inc. 0.00% Reduce -2.9% 34 $19K
AdvisorNet Financial, Inc 0.00% No change 33 $19K
Colonial Trust Co / SC 0.00% Reduce -52.2% 33 $18K
Rialto Wealth Management, LLC 0.01% No change 32 $18K
Private Wealth Asset Management, LLC 0.00% — 32 $18K
NewSquare Capital LLC 0.00% Add +540.0% 32 $18K
TCTC Holdings, LLC 0.00% Add +100.0% 32 $18K
Saudi Central Bank 0.09% New 31 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 31 $17K
Manchester Capital Management LLC 0.00% Add +55.6% 28 $16K
Eastern Bank 0.00% Add +211.1% 28 $16K
Cornerstone Planning Group LLC 0.00% Add +460.0% 28 $15K
Sierra Ocean, LLC 0.01% No change 26 $15K
Princeton Global Asset Management LLC 0.00% No change 26 $15K
Midwest Capital Advisors, LLC 0.01% No change 26 $15K
2UniFi Bank 0.01% New 24 $14K
Anchor Investment Management, LLC 0.00% Reduce -28.6% 25 $14K
Asset Dedication, LLC 0.00% No change 24 $14K
CoreCap Advisors, LLC 0.00% No change 24 $14K
Golden State Wealth Management, LLC 0.00% No change 22 $12K
Battery Global Advisors, LLC 0.01% No change 21 $12K
Sound Income Strategies, LLC 0.00% Add +122.2% 20 $11K
Private Wealth Management Group, LLC 0.00% No change 20 $11K
Harbor Investment Advisory, LLC 0.00% No change 20 $11K
Key Financial Inc 0.00% No change 19 $11K
Banque Transatlantique SA 0.00% No change 18 $10K
Park Place Capital Corp 0.00% Reduce -90.0% 17 $10K
Davidson Capital Management Inc. 0.00% No change 16 $9K
Stuart Chaussee & Associates, Inc. 0.00% No change 15 $8K
Salem Investment Counselors Inc. 0.00% No change 15 $8K
Quest 10 Wealth Builders, Inc. 0.01% No change 14 $8K
Avion Wealth 0.00% No change 14 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 14 $8K
Evergreen Private Wealth LLC 0.00% No change 14 $8K
Flagship Wealth Advisors, LLC 0.00% No change 14 $8K
Truvestments Capital LLC 0.00% No change 14 $8K
Flaharty Asset Management, LLC 0.00% New 13 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -14.3% 12 $7K
Beacon Capital Management, LLC 0.00% Add +100.0% 12 $7K
Kings Path Partners LLC 0.00% No change 12 $7K
Heritage Wealth Advisors 0.00% Reduce -14.3% 12 $7K
Eukles Asset Management 0.00% No change 11 $6K
Delta Asset Management LLC 0.00% No change 11 $6K
Highline Wealth Partners LLC 0.00% Add +150.0% 10 $6K
SJS Investment Consulting Inc. 0.00% No change 10 $6K
Fortitude Family Office, LLC 0.00% No change 10 $6K
Independence Bank of Kentucky 0.00% No change 10 $6K
Country Trust Bank 0.00% New 10 $6K
Ancora Advisors LLC 0.00% No change 10 $6K
Principia Wealth Advisory, LLC 0.01% Add +400.0% 10 $5K
Hughes Financial Services, LLC 0.00% New 9 $5K
Abound Wealth Management 0.00% No change 9 $5K
Centricity 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
Hanson & Doremus Investment Management 0.00% New 8 $5K
Cheviot Value Management, LLC 0.00% New 9 $5K
Carolina Wealth Advisors, LLC 0.00% No change 8 $5K
Greenline Partners, LLC 0.00% New 8 $5K
ORG Partners LLC 0.00% Reduce -93.9% 7 $4K
ROSS\JOHNSON & Associates LLC 0.07% New 7 $4K
Bruce G. Allen Investments, LLC 0.00% No change 7 $4K
Wolff Wiese Magana 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% No change 7 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $4K
Altshuler Shaham Ltd 0.00% No change 7 $4K
Sachetta, LLC 0.00% No change 6 $3K
United Community Bank 0.00% New 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
Bogart Wealth, LLC 0.00% Add +20.0% 6 $3K
Coston, McIsaac & Partners 0.00% No change 7 $3K
Minot DeBlois Advisors LLC 0.00% No change 5 $3K
Dogwood Wealth Management LLC 0.00% New 5 $3K
Anfield Capital Management, LLC 0.00% No change 5 $3K
BankPlus Trust Department 0.00% No change 5 $3K
Crews Bank & Trust 0.00% No change 5 $3K
Garde Capital, Inc. 0.00% New 5 $3K
Bellevue Asset Management, LLC 0.00% No change 5 $3K
North Capital, Inc. 0.00% — 4 $2K
Nova Wealth Management, Inc. 0.00% New 4 $2K
Clark Wealth Partners 0.00% No change 4 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 4 $2K
Activest Wealth Management 0.00% Add +300.0% 4 $2K
Prestige Wealth Management Group LLC 0.00% No change 4 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 4 $2K
HHM Wealth Advisors, LLC 0.00% No change 4 $2K
Continuum Advisory, LLC 0.00% No change 4 $2K
Harvest Fund Management Co., Ltd 0.00% Reduce -81.0% 4 $2K
Aspect Partners, LLC 0.00% No change 3 $2K
Richard W. Paul & Associates, LLC 0.00% No change 3 $2K
High Note Wealth, LLC 0.00% No change 3 $2K
Caldwell Trust Co 0.00% New 3 $2K
Creative Financial Designs Inc. 0.00% Reduce -57.1% 3 $2K
CENTRAL TRUST Co 0.00% Reduce -40.0% 3 $2K
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $2K
Winnacle Wealth LLC 0.00% Add +50.0% 3 $1K
WealthTrak Capital Management LLC 0.00% Reduce -50.0% 2 $1K
Frazier Financial Advisors, LLC 0.00% No change 2 $1K
Richardson Financial Services Inc. 0.00% No change 2 $1K
Sittner & Nelson, LLC 0.00% No change 2 $1K
Bay Harbor Wealth Management, LLC 0.00% New 2 $1K
Ruedi Wealth Management, Inc. 0.00% No change 2 $1K
Core Alternative Capital 0.00% No change 2 $1K
TFC Financial Management, Inc. 0.00% No change 2 $1K
Winthrop Capital Management, LLC 0.00% New 1 $1K
TD Capital Management LLC 0.00% No change 1 $569
Parkworth Wealth Management, Inc. 0.00% No change 1 $566
MPWM Advisory Solutions, LLC 0.00% No change 1 $566
Binnacle Investments Inc 0.00% — 1 $566
HFM Investment Advisors, LLC 0.00% — 1 $566
Riggs Asset Managment Co. Inc. 0.00% No change 1 $566
GoalVest Advisory LLC 0.00% New 1 $566
Bare Financial Services, Inc 0.00% New 1 $566
Stonebridge Financial Group, LLC 0.00% New 1 $566
CBIZ Investment Advisory Services, LLC 0.00% New 1 $566
Chesapeake Asset Management LLC 0.00% No change 1 $565
Y.D. More Investments Ltd 0.00% Add +14.3% 112 $170
Ogorek Anthony Joseph /NY/ 0.00% New 1 $0

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