MSCIMSCI

13F holders, Q2 2025 (June 30)
1,087holders +6
103new positions
96sold out
13famous investors
$576.53avg. 13F price*

At the end of Q2 2025, 1,087 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 6 from Q1 2025. 103 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($3.4B) and State Street Corp. ($1.9B). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions103$820.1M
Exits96$284.2M

All 13F filers, Q1 2025 → Q2 2025: 5,516,920 shares bought and 5,284,550 shares sold, net +232,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,087 holders

Vanguard Group Inc. 0.09% Add +1.4% 9,508,242 $5.5B
BlackRock, Inc. 0.06% Reduce -1.8% 5,876,934 $3.4B
State Street Corp. 0.07% Add +1.4% 3,281,311 $1.9B
Baron Capital (BAMCO) 3.39% Add +4.8% 2,170,333 $1.3B
Edgewood Management LLC 3.84% Reduce -7.2% 2,093,347 $1.2B
Geode Capital Management, LLC 0.08% Add +1.8% 1,993,524 $1.1B
Polen Capital Management LLC 3.08% Reduce -6.8% 1,741,389 $1.0B
Principal Financial Group Inc. 0.51% Add +2.5% 1,668,462 $962.3M
Morgan Stanley 0.04% Reduce -7.0% 1,097,926 $633.2M
Fiera Capital Corp 1.90% Add +2.2% 969,850 $559.4M
T. Rowe Price Investment Management, Inc. 0.35% Add +727.2% 958,532 $552.8M
Norges Bank 0.07% Reduce -0.5% 949,037 $547.3M
American Century Companies Inc. 0.29% Reduce -7.6% 932,449 $537.8M
PineStone Asset Management Inc. 3.32% Add +11.9% 890,123 $513.4M
Millennium Management 0.44% Add +18.2% 815,767 $470.5M
Two Sigma Advisers, LP 0.96% Add +6.2% 810,300 $467.3M
JPMorgan Chase & Co. 0.03% Add +27.7% 786,321 $453.5M
Northern Trust Corp. 0.06% Reduce -6.6% 751,546 $433.4M
Arrowstreet Capital, Limited Partnership 0.30% Reduce -0.1% 736,586 $424.8M
Bank of America Corp. 0.03% Add +27.6% 724,618 $417.9M
AQR Capital Management 0.31% Reduce -0.2% 659,120 $380.1M
Nordea Investment Management AB 0.34% Reduce -21.9% 641,470 $365.7M
FMR LLC 0.02% Reduce -8.8% 620,442 $357.8M
Massachusetts Financial Services Co. 0.11% Reduce -43.8% 600,163 $346.1M
Bessemer Group Inc. 0.55% Reduce -0.1% 590,602 $340.6M
Franklin Resources Inc. 0.09% Add +35.6% 586,392 $338.2M
Legal & General Group Plc 0.08% Add +4.7% 580,125 $334.6M
Amundi 0.11% Reduce -5.9% 548,718 $319.8M
Evergreen Quality Fund GP, Ltd. 9.80% No change 549,753 $317.1M
Invesco Ltd. 0.05% Reduce -0.3% 548,778 $316.5M
Charles Schwab Investment Management Inc. 0.05% Add +2.0% 526,640 $303.7M
Goldman Sachs Group Inc. 0.05% Add +34.8% 523,601 $302.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +2.9% 513,226 $296.0M
Deutsche Bank AG 0.10% Add +7.7% 493,693 $284.7M
Bank of New York Mellon Corp 0.05% Reduce -5.9% 476,342 $274.7M
Macquarie Group Ltd. 0.33% Add +3.2% 462,457 $266.7M
Two Sigma Investments, LP 0.47% Add +3.6% 436,842 $251.9M
UBS Group AG 0.05% Reduce -12.8% 419,731 $242.1M
Clearbridge Investments, LLC 0.19% Add +7.9% 407,099 $234.8M
Mackenzie Financial Corp. 0.30% Add +1.1% 405,235 $233.7M
Barclays PLC 0.09% Reduce -1.5% 392,328 $226.3M
Temasek Holdings (Private) Ltd 0.88% Add +6.3% 392,047 $226.1M
Russell Investments Group, Ltd. 0.29% Reduce -4.5% 389,856 $224.8M
Baillie Gifford & Co. 0.16% New 360,514 $207.9M
Qube Research & Technologies Ltd 0.28% Add +90.1% 350,738 $202.3M
Neuberger Berman Group LLC 0.15% Reduce -13.6% 336,096 $193.8M
HSBC Holdings PLC 0.12% Add +12.9% 324,312 $186.7M
Storebrand Asset Management As 0.53% Reduce -1.0% 319,228 $184.1M
Meritage Group LP 4.92% New 311,315 $179.5M
Magellan Asset Management Ltd 2.01% New 305,011 $175.9M
Royal Bank of Canada 0.03% Reduce -42.1% 280,247 $161.6M
Kayne Anderson Rudnick Investment Management LLC 0.38% Add +48.3% 279,177 $161.0M
Champlain Investment Partners, LLC 1.11% Add +10.5% 275,209 $158.7M
Dimensional Fund Advisors LP 0.04% Add +0.7% 272,811 $157.3M
T. Rowe Price Associates Inc. 0.02% Add +2.3% 260,842 $150.4M
Alliancebernstein L.P. 0.05% Add +1.0% 259,743 $149.8M
Gobi Capital LLC 7.32% Add +26.1% 256,611 $148.0M
Voya Investment Management LLC 0.16% Add +28.7% 248,642 $142.9M
Man Group plc 0.31% Reduce -12.6% 247,371 $142.7M
Squarepoint Ops LLC 0.29% Add +3.1% 230,215 $132.8M
Assenagon Asset Management S.A. 0.21% Reduce -1.7% 227,226 $131.1M
Bank Julius Baer & Co. Ltd, Zurich 0.38% Reduce -4.1% 221,461 $127.7M
Wellington Management Group LLP 0.02% Reduce -0.3% 219,968 $126.9M
Nuveen, LLC 0.03% Add +4.8% 218,435 $126.0M
Wells Fargo & Company 0.03% Reduce -1.5% 214,038 $123.4M
Flossbach Von Storch SE 0.49% Reduce -2.9% 209,331 $120.7M
EULAV Asset Management 2.76% Add +0.0% 203,971 $117.6M
Findlay Park Partners LLP 1.19% Reduce -3.4% 199,300 $114.9M
Bowie Capital Management, LLC 5.32% Add +4.4% 194,752 $112.3M
California Public Employees Retirement System 0.07% Add +3.0% 194,177 $112.0M
Canoe Financial LP 1.53% Reduce -3.3% 186,331 $107.5M
Envestnet Asset Management Inc. 0.03% Reduce -19.7% 182,537 $105.3M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.1% 180,419 $104.1M
Robeco Institutional Asset Management B.V. 0.17% Add +214.3% 179,022 $103.2M
Sei Investments Co. 0.12% Add +0.4% 175,107 $101.0M
Fundsmith 0.42% No change 166,619 $96.1M
Swedbank AB 0.10% Reduce -4.2% 160,200 $92.4M
BNP Paribas Financial Markets 0.07% Reduce -11.2% 159,913 $92.2M
Intermede Investment Partners Ltd 2.82% Reduce -5.0% 158,768 $91.6M
Los Angeles Capital Management LLC 0.34% Reduce -8.8% 156,975 $90.5M
Acadian Asset Management LLC 0.18% Add +90.0% 154,994 $89.4M
Worldquant Millennium Advisors LLC 0.44% Add +87.7% 154,778 $89.3M
Ameriprise Financial Inc. 0.02% Reduce -9.4% 153,577 $88.6M
Public Employees Retirement Association of Colorado 0.34% Reduce -2.3% 152,813 $88.1M
Rhumbline Advisers 0.08% Reduce -1.9% 152,147 $87.7M
Citigroup Inc. 0.06% Add +25.4% 147,833 $85.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +4.3% 145,982 $84.2M
Baird Financial Group, Inc. 0.15% Reduce -4.1% 145,147 $83.7M
Westfield Capital Management Co. LP 0.35% Reduce -17.8% 144,360 $83.3M
Markel Group 0.70% No change 142,850 $82.4M
Renaissance Technologies 0.11% Add +115.5% 140,521 $81.0M
Ownership Capital B.V. 4.49% Reduce -24.1% 133,966 $77.3M
Bristol Gate Capital Partners Inc. 4.18% Reduce -18.7% 127,407 $73.5M
Canada Pension Plan Investment Board 0.06% Add +20.2% 123,304 $71.1M
Schroder Investment Management Group 0.06% Reduce -13.3% 121,899 $70.3M
Voloridge Investment Management, LLC 0.26% Reduce -14.4% 120,224 $69.3M
California State Teachers Retirement System 0.08% Reduce -1.1% 120,058 $69.2M
Bank of Montreal 0.04% Add +9.4% 119,392 $68.9M
GFI Investment Counsel Ltd. 7.45% Add +1.1% 118,549 $68.4M
Raymond James Financial Inc. 0.02% Reduce -41.5% 117,818 $68.0M
Citadel Advisors 0.06% Reduce -15.4% 115,346 $66.5M
TD Asset Management Inc 0.06% Add +196.4% 112,214 $64.7M
GCQ FUNDS MANAGEMENT PTY Ltd 11.62% Add +26.1% 110,964 $64.0M
Raiffeisen Bank International AG 0.94% Reduce -0.4% 111,081 $63.3M
Quantum Capital Management, LLC / NJ 6.79% Add +51.4% 108,869 $62.8M
Quantinno Capital Management LP 0.27% Reduce -2.4% 108,832 $62.8M
National Pension Service 0.05% Reduce -38.3% 108,427 $62.5M
Vontobel Holding Ltd. 0.20% Add +127.9% 107,564 $62.0M
Fisher Funds Management LTD 1.47% Reduce -16.9% 107,542 $62.0M
Victory Capital Management Inc. 0.04% Add +86.8% 105,280 $60.7M
Ycg, LLC 4.69% Reduce -1.4% 105,115 $60.6M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +22.9% 101,762 $58.7M
Aviva PLC 0.12% Add +4.6% 98,874 $57.0M
Nomura Asset Management Co. Ltd. 0.15% Reduce -23.9% 95,560 $55.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.11% Reduce -3.9% 94,835 $54.7M
Federated Hermes, Inc. 0.10% Reduce -5.8% 89,492 $51.6M
HighTower Advisors, LLC 0.06% Reduce -2.9% 89,462 $51.6M
Panagora Asset Management Inc. 0.22% Reduce -0.1% 83,694 $48.3M
Corient Private Wealth LP 0.06% Add +7.8% 80,342 $46.3M
Prudential Financial Inc. 0.06% Reduce -59.6% 79,809 $46.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -7.2% 79,413 $45.8M
STRS Ohio 0.17% Add +2.4% 77,598 $44.8M
Capital World Investors 0.01% New 77,325 $44.6M
Loomis Sayles & Co. L P 0.06% Add +4.0% 76,292 $44.0M
State Board of Administration of Florida Retirement System 0.08% Add +1.1% 75,789 $43.7M
NS Partners Ltd 1.77% Reduce -2.6% 75,255 $43.4M
National Bank of Canada 0.05% Reduce -25.6% 75,168 $43.3M
Local Pensions Partnership Investment Ltd 0.80% No change 74,879 $43.1M
Baskin Financial Services Inc. 3.21% Add +0.5% 73,600 $42.4M
Ossiam 0.46% Add +751.6% 70,824 $40.8M
Freestone Grove Partners LP 0.31% New 70,231 $40.5M
Engineers Gate Manager LP 0.49% Add +110.0% 67,823 $39.1M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -45.2% 66,699 $38.5M
DF Dent & Co. Inc. 0.49% Add +2.3% 66,608 $38.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +5.0% 64,175 $37.0M
Natixis 0.18% Reduce -17.6% 63,894 $36.9M
APG Asset Management N.V. 0.11% Add +32.1% 74,955 $36.8M
New York State Teachers Retirement System 0.07% Reduce 0.0% 61,552 $35.5M
Vinva Investment Management Ltd 0.90% Add +34.6% 60,083 $34.8M
Senator Investment Group LP 1.34% New 60,000 $34.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -1.2% 59,900 $34.5M
Valley Forge Capital Management 0.76% No change 59,700 $34.4M
Bank of Nova Scotia 0.07% Add +127.7% 59,638 $34.4M
Thrivent Financial for Lutherans 0.08% Add +6.8% 58,803 $33.9M
Aberdeen Group plc 0.06% Add +4.9% 58,212 $33.3M
Danske Bank A/S 0.08% Add +1.6% 57,491 $33.2M
Petrus Trust Company, LTA 3.42% Add +0.2% 57,177 $33.0M
CANADA LIFE ASSURANCE Co 0.05% Add +12.3% 56,203 $32.4M
FIL Ltd 0.03% Add +33.0% 55,912 $32.2M
DekaBank Deutsche Girozentrale 0.06% Reduce -14.2% 55,423 $32.2M
Aware Super Pty Ltd as trustee of Aware Super 0.47% No change 55,624 $32.1M
Jacobs Levy Equity Management, Inc. 0.12% Reduce -74.0% 54,787 $31.6M
Capital International Investors 0.01% Reduce -87.8% 54,569 $31.5M
Toronto Dominion Bank 0.07% Add +33.7% 54,445 $31.4M
CIBC Private Wealth Group LLC 0.05% Reduce -21.9% 52,364 $30.2M
Kornitzer Capital Management Inc. 0.61% Reduce -11.8% 52,016 $30.0M
Gateway Investment Advisers LLC 0.33% Add +0.6% 51,637 $29.8M
Natixis Advisors, LLC 0.05% Reduce -18.9% 50,312 $29.0M
New York State Common Retirement Fund 0.04% Add +1.0% 49,376 $28.5M
Frontier Capital Management Co. LLC 0.26% Reduce -32.2% 48,502 $28.0M
Cat Rock Capital Management LP 3.46% New 47,646 $27.5M
LPL Financial LLC 0.01% Reduce -4.5% 45,141 $26.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +1550.9% 44,689 $25.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.5% 44,329 $25.6M
Captrust Financial Advisors 0.06% Reduce -2.1% 43,742 $25.2M
Tokio Marine Asset Management Co. Ltd. 0.95% Reduce -7.8% 42,961 $24.8M
Select Equity Group, L.P. 0.10% Add +10.3% 42,582 $24.6M
Rathbones Group PLC 0.10% Reduce -27.9% 41,912 $24.2M
State of Wisconsin Investment Board 0.06% Reduce -6.1% 41,424 $23.9M
Quantbot Technologies LP 0.60% Add +282.2% 40,796 $23.5M
Schonfeld Strategic Advisors LLC 0.17% Add +523.1% 39,937 $23.0M
Investment Management Corp of Ontario 0.33% Reduce -0.8% 39,419 $22.7M
Pictet Asset Management Holding SA 0.02% Reduce -7.0% 38,791 $22.4M
Marshall Wace, LLP 0.03% Reduce -78.4% 38,559 $22.2M
Coalescence Partners Investment Management, LP 5.83% Add +8.0% 38,556 $22.2M
Korea Investment CORP 0.05% Reduce -5.7% 38,440 $22.2M
Public Employees Retirement System of Ohio 0.07% Add +34.5% 38,183 $22.0M
Dundas Partners LLP 1.51% No change 37,782 $21.8M
Dock Street Asset Management Inc. 2.01% Reduce -0.5% 37,133 $21.4M
Manning & Napier Advisors LLC 0.25% Reduce -6.0% 36,878 $21.3M
Treasurer of the State of North Carolina 0.07% Add +1.0% 35,130 $20.3M
State of Michigan Retirement System 0.10% Reduce -0.3% 34,902 $20.1M
Royal London Asset Management Ltd. 0.05% Reduce -2.6% 34,880 $20.1M
Wilson Asset Management (international) PTY Ltd. 4.94% Add +11.5% 34,819 $20.1M
Eventide Asset Management, LLC 0.34% Add +3.6% 33,849 $19.5M
Oppenheimer Asset Management Inc. 0.22% Reduce -1.6% 33,486 $19.3M
Asset Management One Co., Ltd. 0.06% Add +1.0% 33,332 $19.2M
Hantz Financial Services, Inc. 0.31% Reduce -8.3% 33,168 $19.1M
Teacher Retirement System of Texas 0.08% Reduce -2.3% 32,898 $19.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.16% Reduce -0.9% 32,280 $18.6M
Azimuth Capital Investment Management LLC 0.69% Reduce -0.4% 32,131 $18.5M
Fayez Sarofim & Co 0.04% No change 31,765 $18.3M
Sone Capital Management, LLC 1.67% Add +55.1% 31,405 $18.1M
Pittenger & Anderson Inc. 0.65% Add +2.5% 30,650 $17.7M
Stifel Financial Corp. 0.02% Add +4.9% 30,173 $17.4M
Texas Yale Capital Corp. 0.57% Reduce -0.0% 30,107 $17.4M
BLI - Banque de Luxembourg Investments 0.49% Reduce -32.4% 29,900 $17.2M
Jane Street Group, LLC 0.03% Add +22.4% 29,853 $17.2M
Ensign Peak Advisors, Inc 0.03% Reduce -33.7% 29,733 $17.1M
Jump Financial, LLC 0.22% Reduce -39.2% 29,697 $17.1M
Ieq Capital, LLC 0.10% Reduce -17.3% 29,511 $17.0M
Choate Investment Advisors 0.36% Add +15.5% 28,869 $16.6M
Mediolanum International Funds Ltd 0.19% Add +24.3% 27,951 $16.1M
Vancity Investment Management Ltd 2.03% Reduce -1.0% 27,874 $16.1M
Capital Fund Management S.A. 0.18% New 27,801 $16.0M
Handelsbanken Fonder AB 0.06% Add +20.0% 27,775 $16.0M
State of Tennessee, Department of Treasury 0.06% Reduce -7.0% 27,448 $15.8M
KLP Kapitalforvaltning As 0.07% Add +1.9% 27,400 $15.8M
Andra AP-fonden 0.21% Add +10.8% 26,700 $15.4M
Resona Asset Management Co.,Ltd. 0.08% Add +4.4% 26,695 $15.4M
Nisa Investment Advisors, LLC 0.07% Add +2.7% 26,433 $15.2M
Mogy Joel R Investment Counsel Inc. 0.88% Reduce -0.9% 26,390 $15.2M
Copeland Capital Management, LLC 0.31% Reduce -0.9% 26,021 $15.0M
HUB Investment Partners, LLC 0.52% Add +0.3% 25,907 $14.9M
Rafferty Asset Management, LLC 0.05% Add +1.1% 25,722 $14.8M
State of New Jersey Common Pension Fund D 0.06% No change 25,711 $14.8M
Prana Capital Management, LP 0.53% Reduce -19.9% 25,574 $14.7M
Brevan Howard Capital Management LP 0.16% Add +326.1% 25,554 $14.7M
Focus Partners Wealth 0.03% Add +1.8% 25,179 $14.5M
Comerica Bank 0.06% Reduce -8.3% 25,103 $14.5M
Glenmede Investment Management, LP 0.07% — 25,055 $14.5M
C WorldWide Group Holding A/S 0.19% Reduce -1.1% 24,636 $14.2M
Mariner, LLC 0.02% Add +14.3% 23,953 $13.8M
Aquatic Capital Management LLC 0.28% Add +63.0% 23,590 $13.6M
Westwind Capital 2.73% Add +2.9% 23,125 $13.3M
Marks Group Wealth Management, Inc 1.23% Add +2.4% 22,844 $13.2M
Daiwa Securities Group Inc. 0.05% Add +3.7% 22,790 $13.1M
Longview Partners (Guernsey) LTD 0.11% New 22,727 $13.1M
Arizona State Retirement System 0.08% Reduce -4.8% 22,686 $13.1M
Parnassus Investments, LLC 0.03% Reduce -21.7% 21,982 $12.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -38.1% 21,752 $12.5M
MetLife Investment Management, LLC 0.07% Reduce -3.1% 21,365 $12.3M
Susquehanna Portfolio Strategies, LLC 0.27% New 21,342 $12.3M
Insigneo Advisory Services, LLC 1.05% Add +3058.5% 21,162 $12.2M
Susquehanna International Group, LLP 0.02% Reduce -53.8% 20,524 $11.8M
First Horizon Advisors, Inc. 0.31% Add +0.3% 20,495 $11.8M
Capital Group Private Client Services, Inc. 0.10% Reduce -4.9% 20,250 $11.7M
RBF Capital, LLC 0.57% No change 20,000 $11.5M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.58% No change 23,300 $11.4M
Cerity Partners LLC 0.02% Reduce -29.2% 19,715 $11.4M
Twinbeech Capital LP 0.26% Add +243.1% 19,695 $11.4M
Commerce Bank 0.07% Reduce -3.2% 19,139 $11.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +6.9% 18,976 $10.9M
Czech National Bank 0.09% Add +6.0% 18,912 $10.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Reduce -0.1% 18,701 $10.8M
Empower Advisory Group, LLC 0.03% Add +0.2% 18,627 $10.7M
Northwest & Ethical Investments L.P. 0.27% Add +16.7% 18,524 $10.7M
Walleye Capital LLC 0.11% Add +3603.8% 18,334 $10.6M
ProShare Advisors LLC 0.02% Reduce -6.1% 18,162 $10.5M
United Capital Financial Advisors, LLC 0.08% Reduce -0.5% 17,648 $10.2M
First Long Island Investors, LLC 0.79% Add +0.3% 17,477 $10.1M
M&G PLC 0.06% Add +0.0% 17,228 $9.9M
Lombard Odier Asset Management (Europe) Ltd 0.87% New 17,092 $9.9M
PNC Financial Services Group, Inc. 0.01% Reduce -6.3% 17,004 $9.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -77.7% 16,886 $9.7M
Amalgamated Bank 0.07% Add +1.8% 16,843 $9.7M
Allianz Asset Management GmbH 0.01% Reduce -63.8% 16,799 $9.7M
HRT Financial LP 0.04% Reduce -35.9% 16,702 $9.6M
B. Metzler seel. Sohn & Co. AG 0.09% Reduce -10.6% 16,671 $9.6M
Retirement Systems of Alabama 0.03% Reduce -0.5% 16,603 $9.6M
Public Sector Pension Investment Board 0.04% Reduce -23.5% 15,905 $9.2M
Caisse de depot et placement du Quebec 0.02% Reduce -9.6% 15,859 $9.1M
Forsta Ap-Fonden 0.06% Reduce -1.3% 15,800 $9.1M
Progressive Investment Management Corp 2.29% Reduce -1.0% 15,593 $9.0M
Strategic Global Advisors, LLC 1.46% Add +6.3% 15,488 $8.9M
Nutshell Asset Management Ltd 5.27% Reduce -15.8% 15,356 $8.9M
Xponance LLC 0.07% Reduce -22.8% 15,139 $8.7M
O'shaughnessy Asset Management, LLC 0.06% Add +2.6% 15,022 $8.7M
TCW Group Inc. 0.07% Add +15.9% 14,970 $8.6M
Atria Investments, Inc 0.10% Add +6.9% 14,831 $8.6M
Threadgill Financial, LLC 4.57% Add +98.7% 14,806 $8.5M
D. E. Shaw & Co. 0.01% Add +7.8% 14,696 $8.5M
IFM Investors Pty Ltd 0.08% Add +3.3% 14,568 $8.4M
Sterling Capital Management LLC 0.12% Reduce -4.4% 14,301 $8.2M
DNB Asset Management AS 0.03% Add +5.0% 14,116 $8.1M
Jackson Hill Advisors, LLC 4.03% Add +460.0% 14,000 $8.1M
2Xideas AG 1.38% Reduce -20.1% 13,895 $8.0M
Texas Capital Bank Wealth Management Services Inc 0.73% Reduce -6.0% 13,604 $7.8M
Silvant Capital Management LLC 0.30% No change 13,603 $7.8M
Ascent Wealth Partners, LLC 0.96% Reduce -4.2% 13,506 $7.8M
Thematics Asset Management 0.35% Reduce -3.3% 13,346 $7.7M
Scotia Capital Inc. 0.04% Add +1.4% 13,274 $7.7M
USS Investment Management Ltd 0.05% Add +2.0% 13,221 $7.6M
Brown Advisory Inc. 0.01% Reduce -98.0% 13,137 $7.6M
Creative Planning 0.01% Add +1.1% 13,043 $7.5M
Prudential PLC 0.05% Add +1233.2% 12,865 $7.4M
Caxton Associates LLP 0.19% Add +279.4% 12,823 $7.4M
Montanaro Asset Management Ltd 1.90% Add +6.3% 12,750 $7.4M
CIBC Asset Management Inc 0.02% Reduce -6.5% 12,742 $7.3M
Truist Financial Corp. 0.01% Reduce -8.7% 12,573 $7.3M
Utah Retirement Systems 0.08% Reduce -0.8% 12,511 $7.2M
Edmond DE Rothschild Holding S.A. 0.11% Add +1.5% 12,461 $7.2M
Middleton & Co. Inc. 0.81% Add +0.7% 12,435 $7.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +13.8% 12,410 $7.2M
EFG Asset Management (Americas) Corp. 1.32% Reduce -19.0% 12,375 $7.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -18.5% 12,209 $7.0M
Boston Trust Walden Corp 0.05% New 12,097 $7.0M
Federation des caisses Desjardins du Quebec 0.03% Add +63.6% 12,011 $6.9M
AMG National Trust Bank 0.18% No change 11,771 $6.8M
Heron Bay Capital Management 1.32% Add +0.2% 11,638 $6.7M
Pathstone Holdings, LLC 0.03% Reduce -20.4% 11,512 $6.6M
KBC Group NV 0.02% Reduce -4.5% 11,508 $6.6M
Police & Firemen's Retirement System of New Jersey 0.06% Add +3.0% 11,448 $6.6M
State of Alaska, Department of Revenue 0.07% Reduce -3.5% 11,265 $6.5M
Jensen Investment Management Inc. 0.07% Add +19.6% 11,050 $6.4M
Bell Asset Management Ltd 1.39% Add +9.0% 10,911 $6.3M
Yacktman Asset Management 0.08% Add +53.3% 10,900 $6.3M
Cwm, LLC 0.02% Reduce -25.5% 10,809 $6.2M
CW Advisors, LLC 0.06% Add +2.0% 10,772 $6.2M
Marsico Capital Management LLC 0.17% No change 10,594 $6.1M
Advisors Capital Management, LLC 0.08% Add +1.4% 10,581 $6.1M
New York Life Investment Management LLC 0.06% Add +1.3% 10,502 $6.1M
Orion Porfolio Solutions, LLC 0.05% Reduce -9.3% 10,384 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 10,220 $6.0M
Jain Global LLC 0.10% New 10,211 $5.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -27.6% 9,965 $5.9M
M&T Bank Corp 0.02% Reduce -14.7% 9,907 $5.7M
Evoke Wealth, LLC 0.13% Reduce -2.5% 9,861 $5.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +2.3% 9,799 $5.7M
Groupe la Francaise 0.09% Add +16.4% 9,817 $5.6M
Cibc World Markets Corp. 0.04% Add +3.7% 9,749 $5.6M
Mutual of America Capital Management LLC 0.06% Add +7.6% 9,718 $5.6M
ExodusPoint Capital Management, LP 0.07% Reduce -28.7% 9,680 $5.6M
Nissay Asset Management Corp. /Japan 0.03% Reduce -0.8% 9,625 $5.6M
Westpac Banking Corp. 0.37% Add +1628.8% 9,595 $5.5M
Donaldson Capital Management, LLC 0.20% Reduce -4.2% 9,567 $5.5M
Mercer Global Advisors Inc. 0.01% Add +85.4% 9,494 $5.5M
LGT Group Foundation 0.07% Reduce -1.7% 9,401 $5.4M
Fortis Capital Management LLC 0.84% Add +7.9% 9,321 $5.4M
FourThought Financial Partners, LLC 0.52% Add +7.5% 9,191 $5.3M
Janus Henderson Group PLC 0.00% Reduce -3.1% 9,185 $5.3M
Graham Capital Management, L.P. 0.16% Reduce -7.1% 9,161 $5.3M
LBP Am SA 0.07% Reduce -14.3% 9,147 $5.3M
Verition Fund Management LLC 0.03% Reduce -44.3% 9,137 $5.3M
Yousif Capital Management, LLC 0.06% Reduce -1.1% 9,101 $5.2M
Campbell & CO Investment Adviser LLC 0.33% New 9,100 $5.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +10.0% 8,882 $5.1M
Modera Wealth Management, LLC 0.06% Add +0.1% 8,635 $5.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.9% 8,565 $4.9M
Woodline Partners LP 0.03% Add +27.1% 8,369 $4.8M
Osaic Holdings, Inc. 0.01% Add +131.6% 8,191 $4.7M
iA Global Asset Management Inc. 0.07% Add +10.6% 8,163 $4.7M
First Foundation Advisors 0.17% Add +0.6% 7,998 $4.6M
Clear Harbor Asset Management, LLC 0.34% Add +0.0% 7,934 $4.6M
B & T Capital Management DBA Alpha Capital Management 0.79% Add +3.8% 7,917 $4.6M
Voleon Capital Management LP 0.25% Add +134.0% 7,899 $4.6M
AXA S.A. 0.01% Reduce -74.2% 7,867 $4.5M
Vident Advisory, LLC 0.05% Add +8.2% 7,851 $4.5M
Swiss Life Asset Management Ltd 0.03% Add +19.6% 7,801 $4.5M
Alberta Investment Management Corp 0.04% Reduce -2.5% 7,800 $4.5M
&partners 0.03% Add +127.1% 7,475 $4.5M
Jones Financial Companies LLLP 0.00% Add +40.8% 7,762 $4.5M
Fred Alger Management, LLC 0.02% Add +22.9% 7,662 $4.4M
Roundview Capital LLC 0.29% Add +1.2% 7,566 $4.4M
Inspire Investing, LLC 0.47% Reduce -1.8% 7,457 $4.3M
Merit Financial Group, LLC 0.05% Add +2.1% 7,456 $4.3M
Alps Advisors Inc. 0.02% Reduce -0.5% 7,377 $4.3M
Sustainable Insight Capital Management, LLC 1.91% Reduce -12.7% 7,305 $4.2M
Portside Wealth Group, LLC 0.61% Reduce -0.2% 7,185 $4.1M
Lazard Asset Management LLC 0.01% Reduce -3.0% 7,185 $4.1M
Ethic Inc. 0.07% Reduce -4.8% 7,183 $4.1M
Bulltick Wealth Management, LLC 1.00% No change 7,020 $4.0M
Cumberland Partners Ltd 0.28% Add +21.7% 7,000 $4.0M
Cetera Investment Advisers 0.01% Reduce -14.3% 6,954 $4.0M
Logan Capital Management Inc. 0.19% Reduce -19.9% 6,942 $4.0M
Vanderbilt University 0.76% Add +4.9% 6,940 $4.0M
Wealthfront Advisers LLC 0.01% Add +10.3% 6,848 $3.9M
XTX Topco Ltd 0.16% Add +1417.1% 6,842 $3.9M
Dash Acquisitions Inc. 0.83% Add +6.2% 7,345 $3.9M
Oregon Public Employees Retirement Fund 0.07% No change 6,718 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +18.2% 6,697 $3.9M
UniSuper Management Pty Ltd 0.03% Reduce -1.5% 6,607 $3.8M
Knollwood Investment Advisory, LLC 0.37% No change 6,597 $3.8M
Tsai Capital Corp 2.79% Reduce -0.4% 6,596 $3.8M
Y-Intercept (Hong Kong) Ltd 0.09% Add +194.7% 6,592 $3.8M
Perbak Capital Partners LLP 0.84% Add +624.0% 6,422 $3.7M
Advisors Asset Management, Inc. 0.07% Add +1.0% 6,413 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -10.0% 6,387 $3.7M
Icon Wealth Advisors, LLC 0.26% Reduce -0.1% 6,294 $3.6M
Abacus FCF Advisors LLC 0.51% New 6,289 $3.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.46% Reduce -60.5% 6,210 $3.6M
Steward Partners Investment Advisory, LLC 0.03% Reduce -0.8% 6,150 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.1% 6,129 $3.5M
PFG Advisors 0.16% Add +30.7% 6,080 $3.5M
DAVENPORT & Co LLC 0.02% Reduce -7.3% 6,038 $3.5M
BNP Paribas 0.11% Reduce -55.4% 5,983 $3.4M
Sanctuary Advisors, LLC 0.02% Add +0.5% 5,611 $3.2M
Evelyn Partners Investment Management LLP 0.10% Reduce -12.4% 5,610 $3.2M
Meitav Investment House Ltd. 0.04% Add +43.2% 5,453 $3.1M
Avanza Fonder AB 0.09% Reduce -1.8% 5,415 $3.1M
Machina Capital S.A.S. 0.65% Add +48.7% 5,402 $3.1M
Candriam S.C.A. 0.02% Reduce -12.5% 5,346 $3.1M
Mizuho Securities USA LLC 0.07% — 5,340 $3.1M
Nebula Research & Development LLC 0.26% Add +64.8% 5,248 $3.0M
Norinchukin Bank, The 0.04% Add +6.0% 5,187 $3.0M
Cibc World Market Inc. 0.01% Reduce -46.0% 5,152 $3.0M
Tocqueville Asset Management L.P. 0.04% Add +0.1% 5,081 $2.9M
First Trust Advisors LP 0.00% Reduce -81.5% 4,993 $2.9M
Diversified Trust Co. 0.06% Add +29.4% 4,943 $2.9M
Accurate Wealth Management, LLC 0.43% New 4,853 $2.8M
Alamar Capital Management, LLC 1.52% Reduce -2.3% 4,874 $2.8M
GAM Holding AG 0.20% Reduce -8.1% 4,872 $2.8M
Kentucky Retirement Systems 0.08% Reduce -6.2% 4,870 $2.8M
Scott Marsh Financial, LLC 1.04% — 4,858 $2.8M
Empowered Funds, LLC 0.03% Add +142.0% 4,847 $2.8M
Cinctive Capital Management LP 0.16% Add +438.8% 4,817 $2.8M
Freedom Day Solutions, LLC 0.80% Reduce -2.0% 4,681 $2.7M
Hartford Investment Management Co. 0.09% Reduce -1.5% 4,670 $2.7M
E. Ohman J:or Asset Management AB 0.07% Add +2.1% 4,653 $2.7M
K.J. Harrison & Partners Inc 0.44% Reduce -6.1% 4,614 $2.7M
Interval Partners, LP 0.06% Add +35.5% 4,614 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -26.5% 4,608 $2.7M
Allianz SE 0.06% Add +12.3% 4,575 $2.6M
Kirtland Hills Capital Management, LLC 1.20% Add +6.8% 4,525 $2.6M
Dark Forest Capital Management LP 0.10% Add +604.5% 4,495 $2.6M
Vestmark Advisory Solutions, Inc. 0.04% Add +20.8% 4,482 $2.6M
Delta Global Management LP 0.17% Reduce -1.3% 4,475 $2.6M
Intech Investment Management LLC 0.02% Reduce -12.1% 4,447 $2.6M
Norden Group LLC 0.28% Reduce -1.5% 4,422 $2.6M
Cornerstone Advisors, LLC 0.09% Reduce -10.2% 4,400 $2.5M
Value Partners Investments Inc. 0.20% Add +6.1% 4,402 $2.5M
Palumbo Wealth Management LLC 0.78% Add +2.9% 4,384 $2.5M
Americana Partners, LLC 0.09% Add +26.8% 4,376 $2.5M
Oak Thistle LLC 0.37% New 4,372 $2.5M
Abn Amro Investment Solutions 0.05% Reduce -9.6% 4,360 $2.5M
Gibbs Wealth Management 0.48% Add +21.0% 4,357 $2.5M
Peak Financial Advisors LLC 1.26% Reduce -18.1% 4,281 $2.5M
MV Capital Management, Inc. 0.25% Reduce -2.3% 4,265 $2.5M
US Bancorp \de 0.00% Reduce -7.3% 4,261 $2.5M
Alliance Wealth Advisors, LLC 0.59% Reduce -8.5% 4,255 $2.5M
Tidal Investments LLC 0.02% Reduce -89.8% 4,230 $2.4M
Townsquare Capital LLC 0.24% Reduce -90.8% 4,202 $2.4M
AlphaQuest LLC 0.24% Reduce -4.3% 4,202 $2.4M
Avanda Investment Management Pte. Ltd. 1.35% Reduce -37.8% 4,150 $2.4M
Securian Asset Management, Inc. 0.07% No change 4,130 $2.4M
Sumitomo Life Insurance Co. 0.16% Reduce -4.3% 4,124 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -2.4% 4,100 $2.4M
NEOS Investment Management LLC 0.03% Add +5.7% 4,089 $2.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.19% No change 4,050 $2.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -12.8% 3,991 $2.3M
MAI Capital Management 0.02% Add +5.2% 3,981 $2.3M
Fiduciary Trust Co 0.03% Add +10.9% 3,965 $2.3M
Grove Bank & Trust 0.28% Reduce -3.4% 3,908 $2.3M
Headlands Technologies LLC 0.27% Add +45.3% 3,890 $2.2M
Plato Investment Management Ltd 0.17% Add +0.1% 3,880 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -9.6% 3,832 $2.2M
Choreo, LLC 0.03% Add +30.1% 3,788 $2.2M
Segment Wealth Management, LLC 0.14% Add +6.5% 3,756 $2.2M
Aurora Investment Managers, LLC. 1.31% No change 3,754 $2.2M
ING Groep NV 0.01% Add +7.4% 3,742 $2.2M
LGT Fund Management Co Ltd. 0.19% Reduce -7.0% 3,738 $2.2M
Shelton Capital Management 0.05% Reduce -0.3% 3,731 $2.2M
CreativeOne Wealth, LLC 0.06% Reduce -4.1% 3,723 $2.1M
Dynasty Wealth Management, LLC 0.04% Reduce -2.5% 3,718 $2.1M
Apollon Wealth Management, LLC 0.04% Reduce -32.7% 3,703 $2.1M
New Mexico Educational Retirement Board 0.07% No change 3,700 $2.1M
Canandaigua National Bank & Trust Co. 0.20% Reduce -0.9% 3,691 $2.1M
Maryland State Retirement & Pension System 0.05% Add +2.9% 3,655 $2.1M
Callan Family Office, LLC 0.07% Add +92.9% 3,627 $2.1M
Groupama Asset Managment 0.04% Reduce -12.1% 3,627 $2.1M
FORA Capital, LLC 0.23% New 3,613 $2.1M
Delta Investment Management, LLC 0.40% Reduce -11.7% 3,583 $2.1M
WealthBridge Investment Counsel Inc. 0.67% Add +20.5% 3,562 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.5% 3,526 $2.0M
Atom Investors LP 0.18% New 3,492 $2.0M
Fisher Asset Management 0.00% Reduce -27.1% 3,478 $2.0M
Bokf, NA 0.03% Add +1.7% 3,439 $2.0M
Pallas Capital Advisors LLC 0.07% Reduce -37.3% 3,401 $2.0M
Greenleaf Trust 0.02% Reduce -4.2% 3,323 $1.9M
SG Americas Securities, LLC 0.01% Reduce -93.7% 3,285 $1.9M
Trivant Custom Portfolio Group, LLC 1.04% Reduce -1.4% 3,279 $1.9M
Verdence Capital Advisors LLC 0.13% Add +2.0% 3,265 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.6% 3,249 $1.9M
J. Safra Sarasin Holding AG 0.03% Add +100.3% 3,243 $1.9M
Janney Montgomery Scott LLC 0.00% Reduce -15.1% 3,190 $1.8M
Freedom Investment Management, Inc. 0.15% Reduce -4.0% 3,186 $1.8M
Stephens Inc. 0.03% Add +0.1% 3,166 $1.8M
Integrated Wealth Concepts LLC 0.02% Add +75.4% 3,160 $1.8M
Trillium Asset Management, LLC 0.05% Reduce -30.2% 3,156 $1.8M
Katamaran Capital LLP 1.76% New 3,131 $1.8M
Tema ETFs LLC 0.48% Add +7.6% 3,122 $1.8M
Essential Partners LLC 0.72% — 3,107 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +37.9% 3,064 $1.8M
Sora Investors LLC 0.16% New 3,035 $1.8M
Harel Insurance Investments & Financial Services Ltd. 0.02% Reduce -7.1% 3,029 $1.7M
AG2R La Mondiale Gestion D'actifs 0.09% No change 3,018 $1.7M
Fifth Third Bancorp 0.01% Reduce -42.9% 2,966 $1.7M
Lido Advisors, LLC 0.01% Add +131.3% 2,937 $1.7M
Fuller & Thaler Asset Management, Inc. 0.01% Add +6.5% 2,885 $1.7M
OMERS ADMINISTRATION Corp 0.01% No change 2,831 $1.6M
IFP Advisors, Inc 0.05% Add +26.8% 2,785 $1.6M
Metis Global Partners, LLC 0.04% Reduce -11.9% 2,778 $1.6M
Empirical Finance, LLC 0.08% Add +0.7% 2,772 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -32.3% 2,734 $1.6M
Cabot Wealth Management Inc. 0.19% New 2,709 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -2.1% 2,697 $1.6M
Achmea Investment Management B.V. 0.02% No change 2,683 $1.5M
City Holding Co. 0.20% Reduce -3.5% 2,665 $1.5M
Dakota Wealth Management 0.03% Reduce -26.4% 2,641 $1.5M
Banco Santander, S.A. 0.01% New 2,603 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +4.5% 2,560 $1.5M
QRG Capital Management, Inc. 0.01% Reduce -9.7% 2,558 $1.5M
CenterBook Partners LP 0.08% Add +287.8% 2,548 $1.5M
Fairbanks Capital Management, Inc. 0.83% Add +6.8% 2,532 $1.5M
Gotham Asset Management 0.01% Add +139.0% 2,529 $1.5M
SRN Advisors, LLC 1.33% Add +3.6% 2,528 $1.5M
Lincoln Capital LLC 0.28% No change 2,507 $1.4M
Geo Capital Gestora de Recursos Ltd 2.16% Add +2451.6% 2,475 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 2,468 $1.4M
Midwest Trust Co 0.02% — 2,456 $1.4M
Inceptionr LLC 0.32% New 2,423 $1.4M
Nvwm, LLC 0.34% Add +36.0% 2,409 $1.4M
BDF-Gestion 0.16% Reduce -9.9% 2,405 $1.4M
Bennett Selby Investments LP 0.49% Add +0.5% 2,394 $1.4M
Brighton Jones LLC 0.04% Add +403.6% 2,392 $1.4M
Cornercap Investment Counsel Inc. 0.71% Reduce -2.2% 2,375 $1.4M
Horizon Investments, LLC 0.02% Add +73.8% 2,358 $1.4M
NFJ Investment Group, LLC 0.05% Reduce -95.6% 2,338 $1.3M
Capital Investment Advisory Services, LLC 0.11% Add +0.4% 2,322 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Add +7.9% 2,318 $1.3M
Numerai GP LLC 0.19% Add +102.3% 2,300 $1.3M
Landscape Capital Management, L.L.C. 0.10% Add +338.6% 2,298 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -0.2% 2,230 $1.3M
AE Wealth Management LLC 0.01% Reduce -8.3% 2,213 $1.3M
NewEdge Wealth, LLC 0.02% Reduce -4.8% 2,339 $1.3M
Personal Cfo Solutions, LLC 0.23% Reduce -0.7% 2,153 $1.2M
Equitable Holdings, Inc. 0.01% Add +19.4% 2,140 $1.2M
ProVise Management Group, LLC 0.10% Reduce -0.5% 2,139 $1.2M
Davidson Kahn Capital Management, LLC 0.78% Add +4.8% 2,101 $1.2M
King Luther Capital Management Corp. 0.01% Add +0.1% 2,084 $1.2M
Quadrant Capital Group LLC 0.04% Add +61.7% 2,079 $1.2M
Generali Asset Management SPA SGR 0.03% Reduce -32.9% 2,077 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -6.5% 2,067 $1.2M
Figure 8 Investment Strategies LLC 1.16% Reduce -1.3% 2,050 $1.2M
Creekmur Asset Management LLC 0.21% Add +40.2% 2,047 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +40.2% 2,011 $1.2M
HHLR Advisors, LTD. 0.04% Reduce -5.6% 2,008 $1.2M
Assetmark, Inc. 0.00% Reduce -53.2% 2,006 $1.2M
Keybank National Association 0.00% Reduce -7.9% 1,980 $1.1M
Fulcrum Asset Management LLP 0.33% — 1,978 $1.1M
Citizens Financial Group Inc. 0.02% Add +2.3% 1,976 $1.1M
WINTON GROUP Ltd 0.06% New 1,973 $1.1M
Frank, Rimerman Advisors LLC 0.08% Reduce -5.0% 1,944 $1.1M
Principal Securities, Inc. 0.02% Reduce -2.1% 1,937 $1.1M
MML Investors Services, LLC 0.00% Reduce -60.6% 1,931 $1.1M
Toth Financial Advisory Corp. 0.13% Add +11.5% 1,918 $1.1M
Annandale Capital, LLC 0.20% New 1,900 $1.1M
R Squared Ltd 0.60% Add +13.1% 1,888 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -18.4% 1,887 $1.1M
Liberty Wealth Management LLC 0.17% No change 1,883 $1.1M
Evelyn Partners Investment Management Services Ltd 0.16% Add +0.1% 1,855 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +173.3% 1,842 $1.1M
HB Wealth Management, LLC 0.01% Add +20.0% 1,826 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -20.2% 1,819 $1.0M
Praxis Investment Management Inc. 0.07% No change 1,797 $1.0M
Ostrum Asset Management 0.05% Reduce -55.7% 1,795 $1.0M
Copperwynd Financial, LLC 0.26% Add +1.1% 1,793 $1.0M
Montag A & Associates Inc. 0.05% No change 1,779 $1.0M
Harbor Capital Advisors, Inc. 0.04% Reduce -0.7% 1,750 $1.0M
Institute for Wealth Management, LLC. 0.11% Reduce -3.0% 1,724 $994K
Mufg Securities Americas Inc. 0.09% Add +24.7% 1,715 $989K
Crossmark Global Holdings, Inc. 0.02% Reduce -29.1% 1,707 $984K
Exchange Traded Concepts, LLC 0.01% Add +102.1% 1,700 $980K
Gen-Wealth Partners Inc 0.38% Add +11.3% 1,700 $980K
LVW Advisors, LLC 0.11% Add +8.2% 1,691 $975K
Stableford Capital II LLC 0.37% New 1,777 $971K
Ballentine Partners, LLC 0.01% Reduce -4.4% 1,680 $969K
Tudor Investment Corporation 0.01% Reduce -93.6% 1,663 $959K
Vestcor Inc 0.03% Add +15.4% 1,656 $955K
CI Investments Inc. 0.00% Add +0.2% 1,647 $950K
Fairtree Asset Management (Pty) Ltd 0.71% No change 1,635 $943K
Wallace Advisory Group, LLC 0.68% Add +3.4% 1,667 $943K
Park Avenue Securities LLC 0.01% New 1,619 $934K
Guggenheim Capital LLC 0.01% Reduce -2.1% 1,610 $929K
Diversify Wealth Management, LLC 0.06% Reduce -8.1% 1,685 $927K
Erste Asset Management GmbH 0.01% Add +0.0% 1,607 $926K
Opes Wealth Management LLC 0.16% No change 1,600 $923K
Benin Management CORP 0.24% No change 1,598 $922K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,596 $920K
Meeder Advisory Services, Inc. 0.05% Reduce -3.6% 1,587 $915K
Eleva Capital SAS 0.19% — 1,565 $903K
Leonteq Securities AG 0.05% Add +3.2% 1,560 $900K
Sompo Asset Management Co., Ltd. 0.16% No change 1,550 $894K
Intellectus Partners, LLC 0.19% No change 1,545 $891K
Bryn Mawr Trust Advisors, LLC 0.05% Add +1.1% 1,524 $879K
Texas Capital Bancshares Inc 0.32% Reduce -1.8% 1,520 $877K
Gries Financial LLC 0.16% Add +1.4% 1,505 $868K
Coldstream Capital Management Inc. 0.01% Reduce -1.1% 1,498 $864K
Centiva Capital, LP 0.06% Reduce -12.7% 1,487 $858K
Malaga Cove Capital, LLC 0.34% Add +48.0% 1,486 $857K
Simplicity Wealth,LLC 0.04% Add +179.9% 1,475 $851K
BlueSpruce Investments, LP 0.02% No change 1,461 $843K
RB Capital Management, LLC 0.20% Reduce -2.1% 1,444 $833K
SBI Securities Co., Ltd. 0.02% Reduce -2.7% 1,429 $824K
Three Seasons Wealth, LLC 0.09% Reduce -0.4% 1,427 $823K
Hohimer Wealth Management, LLC 0.15% Add +1.8% 1,422 $820K
NorthRock Partners, LLC 0.02% Add +63.6% 1,417 $817K
Brooklyn Investment Group 0.11% Add +101.0% 1,413 $814K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 1,407 $811K
EverSource Wealth Advisors, LLC 0.04% Add +129.2% 1,405 $810K
B.O.S.S. Retirement Advisors, LLC 0.20% Reduce -6.7% 1,403 $809K
Navellier & Associates Inc. 0.10% Reduce -0.8% 1,399 $807K
Wedmont Private Capital 0.03% Reduce -3.3% 1,370 $797K
Compound Planning, Inc. 0.03% Add +15.7% 1,378 $794K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 1,375 $793K
Mission Wealth Management, LP 0.02% Reduce -0.3% 1,370 $790K
Signet Financial Management, LLC 0.10% Add +2.3% 1,362 $786K
Cypress Asset Management Inc. 0.18% Add +2.5% 1,332 $768K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -5.0% 1,320 $757K
Shell Asset Management Co. 0.03% Reduce -2.2% 1,304 $752K
Roberts Capital Advisors, LLC 0.55% No change 1,293 $746K
Quintet Private Bank (Europe) S.A. 0.04% No change 1,285 $741K
NorthCoast Asset Management LLC 0.00% Reduce -12.1% 1,280 $738K
Canada Post Corp Registered Pension Plan 0.04% Reduce -4.5% 1,278 $737K
Gsa Capital Partners LLP 0.05% Add +1.8% 1,276 $736K
One Wealth Capital Management, LLC 0.34% Add +0.4% 1,274 $735K
Balyasny Asset Management L.P. 0.00% Reduce -99.1% 1,266 $730K
Signaturefd, LLC 0.01% Reduce -1.4% 1,244 $718K
HighPoint Advisor Group LLC 0.04% Reduce -3.1% 1,230 $709K
Avantax Advisory Services, Inc. 0.00% Reduce -41.5% 1,223 $705K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -40.0% 1,210 $698K
Graypoint LLC 0.04% Add +4.7% 1,203 $694K
Diversify Advisory Services, LLC 0.03% Add +10.1% 1,257 $692K
Empirical Asset Management, LLC 0.21% Add +25.6% 1,199 $692K
Blair William & Co. 0.00% Add +19.8% 1,192 $687K
Tectonic Advisors LLC 0.04% Reduce -0.8% 1,188 $685K
Wealthspire Advisors, LLC 0.00% Add +18.9% 1,171 $675K
Boreal Capital Management LLC 0.64% — 1,157 $667K
Fox Run Management, L.L.C. 0.11% Reduce -30.8% 1,156 $667K
Flputnam Investment Management Co. 0.01% Reduce -0.1% 1,146 $661K
Pinnacle Associates Ltd. 0.01% Add +6.0% 1,136 $655K
Fidelis Capital Partners, LLC 0.06% Reduce -0.9% 1,194 $654K
Wrapmanager Inc. 0.16% Reduce -12.0% 1,126 $649K
Kathmere Capital Management, LLC 0.05% Add +36.8% 1,107 $638K
Alken Asset Management Ltd 44.81% No change 1,100 $634K
Profund Advisors LLC 0.02% Reduce -2.1% 1,086 $626K
Lanark Financial, Inc. 0.05% Add +0.7% 1,081 $623K
SteelPeak Wealth, LLC 0.02% New 1,080 $623K
Integrated Investment Consultants, LLC 0.12% Reduce -2.3% 1,078 $622K
Capstone Investment Advisors, LLC 0.01% New 1,068 $616K
Versor Investments LP 0.11% Add +122.3% 1,067 $615K
Vise Technologies, Inc. 0.03% — 1,060 $611K
Stanley-Laman Group, Ltd. 0.09% No change 1,058 $610K
Wilmington Savings Fund Society, FSB 0.01% Add +18.6% 1,057 $610K
Sivia Capital Partners, LLC 0.21% Add +20.9% 1,052 $607K
Integrated Advisors Network LLC 0.03% Add +21.1% 1,051 $606K
Bradley Foster & Sargent Inc. 0.01% Add +9.8% 1,043 $602K
GAMMA Investing LLC 0.04% Add +14.8% 1,026 $592K
Birch Financial Group, LLC 0.47% Reduce -3.7% 1,026 $592K
D.A. Davidson & Co. 0.00% Add +9.9% 1,025 $591K
Scientech Research LLC 0.14% Add +94.7% 1,024 $591K
OneDigital Investment Advisors LLC 0.01% Reduce -2.0% 1,023 $590K
Calydon Capital 0.06% Add +101.2% 1,020 $588K
Dana Investment Advisors, Inc. 0.02% No change 1,008 $581K
Quarry LP 0.14% Add +7.8% 1,008 $581K
Moran Wealth Management, LLC 0.02% Reduce -20.4% 1,002 $578K
Birinyi Associates Inc. 0.17% No change 1,000 $577K
Harbor Advisors LLC 0.09% No change 1,000 $577K
Gilbert & Cook, Inc. 0.08% Add +0.2% 1,000 $577K
Evercore Wealth Management, LLC 0.01% No change 999 $576K
Summit Trail Advisors, LLC 0.01% Reduce -15.4% 996 $574K
GWN Securities Inc. 0.10% Reduce -93.3% 972 $561K
Unique Wealth Strategies, LLC 0.23% Reduce -3.3% 972 $560K
Advisory Services Network, LLC 0.01% Add +11.8% 994 $558K
Ontario Teachers Pension Plan Board 0.01% New 965 $557K
Syon Capital LLC 0.04% Add +29.1% 964 $556K
Baker Tilly Wealth Management, LLC 0.20% Reduce -4.1% 957 $552K
Peapack Gladstone Financial Corp. 0.01% Add +0.3% 944 $544K
Valley Wealth Managers, Inc. 0.04% Add +2.3% 938 $541K
Dynamic Technology Lab Private Ltd 0.07% Reduce -50.5% 926 $534K
Centaurus Financial, Inc. 0.03% New 926 $534K
Venturi Wealth Management, LLC 0.03% Reduce -12.4% 925 $533K
Prelude Capital Management, LLC 0.05% Reduce -23.6% 917 $529K
Azzad Asset Management Inc. 0.06% Reduce -0.7% 907 $523K
Kestra Investment Management, LLC 0.02% Reduce -20.4% 906 $523K
Trust Asset Management LLC 0.04% No change 905 $522K
Crestmont Private Wealth LLC 0.19% Add +12.0% 903 $521K
Sava Infond d.o.o. 0.08% Reduce -18.2% 900 $519K
Beacon Pointe Advisors, LLC 0.01% Reduce -32.0% 899 $518K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.21% Add +28.3% 898 $518K
111 Capital 0.09% New 891 $514K
Ascentis Wealth Management, LLC 0.14% Add +12.2% 875 $509K
Emerald Advisers, LLC 0.02% Add +2.0% 871 $502K
Pier Capital, LLC 0.08% Reduce -1.1% 869 $501K
Ritholtz Wealth Management 0.01% Add +6.8% 867 $500K
Clearstead Advisors, LLC 0.01% Add +16.3% 864 $498K
Aviso Financial Inc. 0.02% Add +0.5% 842 $486K
McElhenny Sheffield Capital Management, LLC 0.13% New 834 $481K
DRW Securities, LLC 0.03% Add +39.7% 827 $477K
Williams Jones Wealth Management, LLC. 0.01% No change 821 $474K
AdvisorShares Investments LLC 0.09% Reduce -1.2% 820 $473K
Union Bancaire Privee, UBP SA 0.01% Reduce -71.9% 836 $473K
Salvus Wealth Management, LLC 0.28% Reduce -0.6% 819 $472K
Arete Wealth Advisors, LLC 0.03% New 815 $470K
Polymer Capital Management (US) LLC 0.08% Add +48.2% 812 $468K
Boit C F David 0.22% No change 810 $467K
Apeiron RIA LLC 0.12% Add +2.7% 802 $463K
Ellevest, Inc. 0.07% Reduce -22.1% 778 $449K
Huntington National Bank 0.00% Reduce -1.5% 777 $448K
Elk River Wealth Management LLC 0.08% No change 773 $446K
Parallel Advisors, LLC 0.01% Reduce -0.8% 772 $445K
Chicago Partners Investment Group LLC 0.01% Add +70.8% 835 $443K
Brown Brothers Harriman & Co. 0.00% Add +12.1% 768 $443K
Boothbay Fund Management, LLC 0.01% New 757 $437K
Hilltop Holdings Inc. 0.03% Add +2.6% 755 $435K
Meridian Wealth Management, LLC 0.02% Reduce -1.3% 752 $434K
Mather Group, Llc. 0.00% Reduce -4.7% 751 $433K
Cigna Investments Inc. 0.07% Reduce -2.5% 749 $432K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.1% 748 $431K
Sustainable Growth Advisers, LP 0.00% Reduce -47.2% 745 $430K
Checchi Capital Advisers, LLC 0.03% Reduce -2.1% 744 $429K
Bridgefront Capital, LLC 0.11% Reduce -68.9% 742 $428K
Ameritas Investment Partners, Inc. 0.01% No change 740 $427K
Guinness Asset Management LTD 0.01% New 737 $425K
Argentarii, LLC 0.19% Add +4.0% 734 $423K
Itau Unibanco Holding S.A. 0.02% Add +51.8% 730 $421K
George Kaiser Family Foundation 0.06% Add +49.7% 729 $420K
Prescott Group Capital Management, L.L.C. 0.05% Add +49.7% 729 $420K
Commerzbank Aktiengesellschaft 0.01% No change 725 $419K
World Investment Advisors 0.01% Add +10.3% 726 $419K
Teza Capital Management LLC 0.31% Reduce -29.3% 726 $419K
Sfmg, LLC 0.03% Reduce -0.3% 725 $418K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 721 $415K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -3.0% 713 $411K
Cresset Asset Management, LLC 0.00% Reduce -66.1% 703 $405K
PUREfi Wealth, LLC 0.32% Add +16.4% 697 $402K
Net Worth Advisory Group 0.09% Add +3.7% 695 $401K
Private Advisor Group, LLC 0.00% Reduce -8.0% 693 $400K
Aptus Capital Advisors, LLC 0.00% Reduce -8.4% 693 $400K
Valeo Financial Advisors, LLC 0.01% Add +11.6% 692 $399K
Security Financial Services, INC. 0.07% Add +23.9% 690 $398K
Castleview Partners, LLC 0.26% Add +1.2% 689 $397K
Beverly Hills Private Wealth, LLC 0.08% No change 689 $397K
Ramirez Asset Management, Inc. 0.06% Add +34.8% 686 $396K
Cynosure Group, LLC 0.04% No change 685 $395K
Connecticut Wealth Management, LLC 0.02% Reduce -3.4% 681 $393K
AEGON ASSET MANAGEMENT UK Plc 0.01% New 680 $392K
Perigon Wealth Management, LLC 0.01% Add +14.6% 675 $389K
EntryPoint Capital, LLC 0.19% New 671 $387K
Ground Swell Capital, LLC 0.64% New 670 $386K
Optimize Financial Inc. 0.23% Reduce -0.6% 661 $381K
Entropy Technologies, LP 0.03% Reduce -74.4% 660 $381K
Crestwood Advisors Group, LLC 0.01% Add +25.9% 660 $381K
Aster Capital Management (DIFC) Ltd 0.08% Reduce -86.4% 645 $372K
Olympiad Research LP 0.60% New 633 $365K
JSF Financial, LLC 0.09% No change 633 $365K
Employees Retirement System of Texas 0.00% New 633 $365K
Catalyst Capital Advisors LLC 0.01% Reduce -17.6% 630 $363K
Pitcairn Co. 0.02% Reduce -25.5% 619 $357K
Bourgeon Capital Management LLC 0.07% New 618 $356K
waypoint wealth counsel 0.18% New 615 $355K
Fielder Capital Group LLC 0.09% Reduce -12.6% 608 $351K
Chilton Investment Co. Inc. 0.01% Add +14.5% 607 $350K
Keel Point, LLC 0.02% Add +5.4% 604 $348K
WJ Wealth Management, LLC 0.11% No change 600 $346K
Ascent Group, LLC 0.01% Add +17.5% 598 $345K
Regions Financial Corp. 0.00% Reduce -66.8% 598 $345K
City National Bank of Florida 0.25% Add +12.9% 595 $343K
Blue Barn Wealth, LLC 0.16% Add +1.5% 593 $342K
Kaufman Rossin Wealth, LLC 0.22% Reduce -30.9% 593 $342K
Axxcess Wealth Management, LLC 0.01% Add +0.5% 591 $341K
Weaver Capital Management LLC 0.08% Reduce -22.1% 587 $339K
Daiichi Life Insurance Co., Ltd. 0.01% No change 583 $336K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.7% 583 $336K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.7% 582 $336K
Citadel Investment Advisory, Inc. 0.16% New 580 $335K
Nomura Holdings Inc. 0.00% Reduce -76.4% 577 $333K
DSG Capital Advisors, LLC 0.06% No change 576 $332K
Fenimore Asset Management Inc 0.01% No change 572 $330K
Smartleaf Asset Management LLC 0.03% Reduce -19.3% 570 $329K
Optivise Advisory Services LLC 0.17% Add +5.2% 568 $328K
Two Sigma Securities, LLC 0.04% Reduce -55.1% 563 $325K
OneAscent Investment Solutions LLC 0.35% Reduce -10.7% 561 $324K
Wealth Alliance, LLC 0.04% Reduce -13.4% 560 $323K
Sagespring Wealth Partners, LLC 0.01% Add +18.0% 557 $321K
Equitable Trust Co. 0.02% Reduce -8.6% 556 $321K
Waverly Advisors, LLC 0.00% Add +11.4% 555 $320K
Farther Finance Advisors, LLC 0.01% Reduce -20.6% 552 $318K
Sigma Planning Corp 0.01% Reduce -8.8% 551 $318K
Sowell Financial Services LLC 0.01% Reduce -6.9% 550 $317K
TD Waterhouse Canada Inc. 0.00% Add +60.7% 540 $314K
Forum Financial Management, LP 0.00% Reduce -1.8% 543 $313K
Fullcircle Wealth LLC 0.12% Add +0.4% 546 $312K
Sage Mountain Advisors LLC 0.02% Reduce -5.7% 533 $307K
PDS Planning, Inc 0.02% Add +0.8% 532 $307K
Journey Strategic Wealth LLC 0.01% Add +14.3% 521 $300K
Arkadios Wealth Advisors 0.01% Reduce -13.3% 520 $300K
Capital Advisors, Ltd. LLC 0.04% Reduce -7.5% 519 $299K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.3% 518 $299K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -16.3% 517 $298K
Savvy Advisors, Inc. 0.02% Add +39.6% 515 $297K
V-Square Quantitative Management LLC 0.04% Add +16.9% 513 $296K
SYM FINANCIAL Corp 0.03% Reduce -45.0% 507 $292K
Wedbush Securities Inc. 0.01% Reduce -0.2% 507 $292K
Full Sail Capital, LLC 0.02% New 505 $291K
World Equity Group, Inc. 0.08% Reduce -21.8% 502 $290K
Washington Capital Management, Inc. 0.21% New 500 $288K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Add +10.6% 499 $288K
Founders Financial Alliance, LLC 0.07% Add +7.6% 497 $287K
True North Advisors, LLC 0.05% Reduce -2.8% 493 $284K
CX Institutional 0.01% Add +10.1% 492 $284K
Waddell & Associates, LLC 0.03% New 491 $283K
Independent Advisor Alliance 0.01% Add +2.3% 488 $282K
Baldwin Wealth Partners LLC 0.02% Reduce -0.6% 487 $281K
Cary Street Partners Investment Advisory LLC 0.14% Reduce -37.6% 486 $280K
Kera Capital Partners, Inc. 0.06% New 485 $280K
Waterloo Capital, L.P. 0.02% New 484 $279K
Clarius Group, LLC 0.02% Reduce -6.8% 483 $279K
Hamilton Capital Partners Inc. 0.01% No change 470 $271K
CWA Asset Management Group, LLC 0.01% Add +10.9% 469 $271K
Chancellor Financial Group WB LP 0.21% No change 467 $269K
Howard Capital Management, LLC 0.00% Add +11.3% 464 $268K
Capital Advisors Inc. 0.00% Add +1.1% 456 $263K
J2 Capital Management Inc 0.21% No change 456 $263K
FJ Capital Management LLC 0.03% Reduce -71.0% 456 $263K
Focus Financial Network, Inc. 0.01% Add +3.0% 450 $259K
Evergreen Capital Management LLC 0.01% Reduce -5.1% 448 $258K
Bison Wealth, LLC 0.02% New 454 $257K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 445 $257K
Strive Asset Management, LLC 0.15% Reduce -53.1% 443 $255K
Whalen Wealth Management Inc. 0.16% New 440 $254K
MBB Public Markets I LLC 0.03% Reduce -18.8% 440 $254K
Magnetar Financial LLC 0.00% New 440 $254K
Conning Inc. 0.01% Reduce -4.8% 437 $252K
Quantitative Investment Management, LLC 0.03% Reduce -52.4% 436 $251K
Certuity, LLC 0.02% Reduce -1.8% 434 $250K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.5% 433 $250K
Bridgewater Advisors Inc. 0.02% Add +6.9% 466 $249K
IRON Financial LLC 0.13% Add +0.5% 427 $246K
USA Financial Formulas 0.04% New 426 $246K
MQS Management LLC 0.13% Reduce -43.6% 424 $245K
Venture Visionary Partners LLC 0.01% Add +6.5% 424 $245K
Qsemble Capital Management, LP 0.02% Reduce -93.9% 422 $243K
Impact Capital Partners LLC 0.08% Add +9.4% 418 $241K
Walleye Trading LLC 0.01% Reduce -82.8% 418 $241K
Flagship Harbor Advisors, LLC 0.01% Reduce -5.9% 418 $241K
Smithfield Trust Co 0.01% No change 417 $240K
Burney Co./ 0.01% Reduce -65.9% 416 $240K
Founders Financial Securities LLC 0.02% Add +3.3% 412 $238K
Penserra Capital Management LLC 0.00% Add +10.8% 412 $237K
Patton Fund Management, Inc. 0.05% New 410 $236K
Mayflower Financial Advisors, LLC 0.03% Reduce -1.2% 410 $236K
Claret Asset Management Corp 0.03% New 409 $236K
OneAscent Financial Services LLC 0.02% Reduce -3.6% 401 $232K
Savant Capital, LLC 0.00% Add +8.4% 401 $231K
Blue Edge Capital, LLC 0.03% No change 400 $231K
Synovus Financial Corp. 0.00% Reduce -51.8% 399 $231K
Earned Wealth Advisors, LLC 0.05% Reduce -47.4% 399 $230K
WealthBridge Capital Management, LLC 0.06% No change 398 $230K
Stonegate Investment Group, LLC 0.01% Add +5.8% 398 $230K
Proficio Capital Partners LLC 0.01% New 396 $229K
GC Wealth Management RIA, LLC 0.02% New 395 $228K
Advisor OS, LLC 0.02% Reduce -66.4% 395 $228K
M3 Advisory Group, LLC 0.16% Reduce -3.0% 389 $224K
Howard Bailey Securities, LLC 0.07% Add +1.6% 383 $221K
Summa Corp. 0.11% No change 382 $220K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -7.1% 379 $219K
New Age Alpha Advisors, LLC 0.01% Reduce -2.1% 377 $217K
McHugh Group, LLC 0.15% No change 375 $216K
Premier Path Wealth Partners, LLC 0.03% New 374 $216K
Wellspring Financial Advisors, LLC 0.02% Add +1.6% 373 $215K
Potomac Fund Management Inc. 0.01% New 375 $215K
Axq Capital, LP 0.07% New 371 $214K
Lantz Financial LLC 0.05% Reduce -8.9% 368 $212K
Allworth Financial LP 0.00% Add +47.2% 365 $210K
NorthCrest Asset Manangement, LLC 0.01% Reduce -70.2% 357 $210K
E Fund Management Co., Ltd. 0.01% Reduce -88.3% 363 $209K
Haverford Trust Co 0.00% New 363 $209K
Baron Wealth Management LLC 0.07% New 361 $208K
Buckhead Capital Management LLC 0.08% No change 360 $208K
Tairen Capital Ltd 0.02% New 360 $208K
Quotient Wealth Partners, LLC 0.01% Reduce -0.3% 360 $208K
Alta Advisers Ltd 0.07% No change 359 $207K
Oppenheimer & Co. Inc. 0.00% New 357 $206K
Aaron Wealth Advisors LLC 0.02% Reduce -15.2% 356 $205K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -72.2% 356 $205K
Whittier Trust Co. 0.00% Add +10.2% 356 $205K
Keudell/Morrison Wealth Management 0.04% New 348 $201K
Aspiriant, LLC 0.01% New 347 $200K
CNB Bank 0.09% Reduce -58.1% 347 $200K
Rossby Financial, LCC 0.07% Add +1.9% 319 $184K
Arax Advisory Partners 0.01% Add +8.2% 302 $174K
Banque de Luxembourg S.A. 0.10% No change 300 $170K
Bellwether Advisors, LLC 0.03% Reduce -97.3% 289 $167K
Murphy & Mullick Capital Management Corp 0.13% No change 293 $165K
Group One Trading LLC 0.01% Add +391.4% 285 $164K
GeoWealth Management, LLC 0.01% Reduce -4.2% 274 $158K
Harbour Investments, Inc. 0.00% Add +8.5% 268 $155K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.5% 262 $151K
Wormser Freres Gestion 0.09% New 252 $145K
Godsey & Gibb, Inc. 0.01% No change 250 $144K
Clean Yield Group 0.04% No change 245 $141K
Navera Investment Management Ltd. 0.00% No change 245 $141K
CVA Family Office, LLC 0.02% Reduce -8.4% 241 $139K
Cromwell Holdings LLC 0.08% Add +4.4% 237 $137K
Zions Bancorporation, National Association 0.01% Reduce -40.9% 231 $133K
NFSG Corp 0.02% New 230 $133K
MUFG Securities EMEA plc 0.01% Reduce -97.5% 229 $132K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +16.9% 228 $131K
Sentry Investment Management LLC 0.07% No change 226 $131K
Blue Trust, Inc. 0.00% Add +25.4% 212 $122K
CYBER HORNET ETFs LLC 0.09% New 206 $119K
Covestor Ltd 0.07% Reduce -16.7% 195 $113K
Goldstream Capital Management Ltd 0.05% No change 195 $112K
Parkside Financial Bank & Trust 0.01% No change 182 $105K
Larson Financial Group LLC 0.00% Reduce -16.0% 178 $103K
UMB Bank, n.a. 0.00% Reduce -30.7% 178 $103K
Dunhill Financial, LLC 0.03% Reduce -0.6% 177 $102K
E Fund Management (Hong Kong) Co., Ltd. 0.09% Reduce -12.0% 169 $97K
Golden State Wealth Management, LLC 0.01% Add +663.6% 168 $97K
Opal Wealth Advisors, LLC 0.03% Add +3.8% 165 $95K
Acima Private Wealth, LLC 0.03% No change 153 $88K
Osterweis Capital Management Inc. 0.01% New 153 $88K
Goodman Advisory Group, LLC 0.03% New 149 $86K
Center for Financial Planning, Inc. 0.01% No change 145 $84K
Intact Investment Management Inc. 0.00% Add +16.0% 138 $80K
TD Private Client Wealth LLC 0.00% Reduce -90.9% 134 $77K
Global Retirement Partners, LLC 0.00% — 128 $74K
Private Trust Co. NA 0.01% No change 128 $74K
Sunbelt Securities, Inc. 0.01% Reduce -13.4% 123 $74K
Pin Oak Investment Advisors Inc. 0.06% No change 130 $73K
2UniFi Bank 0.04% Add +395.8% 119 $69K
Whipplewood Advisors, LLC 0.04% Reduce -22.6% 113 $65K
State of Wyoming 0.01% New 113 $65K
Cary Street Partners Financial LLC 0.00% Reduce -2.6% 112 $65K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 110 $63K
LRI Investments, LLC 0.01% Add +5.9% 108 $62K
Generali Investments, Management Co LLC 0.01% New 107 $62K
Elevation Point Wealth Partners, LLC 0.00% New 105 $61K
Financial Network Wealth Advisors LLC 0.07% Add +1.0% 102 $59K
WPG Advisers, LLC 0.05% Reduce -7.3% 102 $59K
Pension & Wealth Management Advisors, Inc. 0.02% No change 99 $57K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +47.0% 97 $56K
Rakuten Securities, Inc. 0.02% Add +1.1% 95 $55K
Central Pacific Bank - Trust Division 0.01% Add +3.4% 91 $52K
Geneos Wealth Management Inc. 0.00% Add +4.6% 91 $52K
Vega Investment Solutions 0.01% Reduce -52.1% 89 $51K
First United Bank & Trust 0.02% No change 84 $48K
GW&K Investment Management, LLC 0.00% No change 84 $48K
Ridgewood Investments LLC 0.02% No change 82 $47K
Versant Capital Management, Inc 0.01% Reduce -9.0% 81 $47K
Arlington Trust Co LLC 0.01% No change 80 $46K
Plante Moran Financial Advisors, LLC 0.00% No change 80 $46K
Hemington Wealth Management 0.01% Add +12.3% 73 $42K
Optiver Holding B.V. 0.00% Add +45.8% 70 $40K
Compagnie Lombard Odier SCmA 0.00% No change 69 $40K
Spire Wealth Management 0.00% Reduce -88.1% 66 $38K
Strategic Wealth Investment Group, LLC 0.05% New 62 $36K
Rothschild Investment LLC 0.00% Reduce -3.1% 62 $36K
Meeder Asset Management Inc. 0.00% Add +17.3% 61 $35K
Farmers & Merchants Investments Inc. 0.00% No change 61 $35K
Steph & Co. 0.01% New 60 $35K
JFS Wealth Advisors, LLC 0.00% Reduce -4.9% 58 $33K
Trust Co. of Vermont 0.00% No change 58 $33K
Summit Securities Group LLC 0.01% New 52 $30K
Rise Advisors, LLC 0.01% Reduce -6.0% 47 $27K
Johnson Financial Group, Inc. 0.00% Reduce -20.8% 42 $24K
Clal Insurance Enterprises Holdings Ltd 0.00% New 42 $24K
GFG Capital, LLC 0.01% New 40 $23K
Financial Management Professionals, Inc. 0.00% Add +14.7% 39 $22K
Princeton Global Asset Management LLC 0.00% Add +46.1% 38 $22K
Trust Co. of Toledo NA 0.00% New 38 $22K
Rational Advisors, Inc. 0.00% New 36 $21K
Westside Investment Management, Inc. 0.00% New 34 $20K
Rialto Wealth Management, LLC 0.01% Add +6.3% 34 $20K
NewSquare Capital LLC 0.00% Add +6.3% 34 $20K
CoreCap Advisors, LLC 0.00% Add +41.7% 34 $20K
Bell Investment Advisors, Inc 0.00% Reduce -10.8% 33 $19K
MTM Investment Management, LLC 0.01% New 32 $18K
SouthState Bank Corp 0.00% Reduce -15.8% 32 $18K
TCTC Holdings, LLC 0.00% No change 32 $18K
Spurstone Advisory Services, LLC 0.28% New 32 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 31 $18K
Private Wealth Asset Management, LLC 0.00% Reduce -6.3% 30 $17K
Anchor Investment Management, LLC 0.00% Add +16.0% 29 $17K
Cornerstone Planning Group LLC 0.00% Add +3.6% 29 $16K
Manchester Capital Management LLC 0.00% No change 28 $16K
Midwest Capital Advisors, LLC 0.01% No change 26 $15K
Park Place Capital Corp 0.00% Add +47.1% 25 $15K
Clearstead Trust, LLC 0.00% New 25 $14K
AdvisorNet Financial, Inc 0.00% Reduce -24.2% 25 $14K
Sierra Ocean, LLC 0.01% Reduce -7.7% 24 $14K
TD Capital Management LLC 0.00% Add +2300.0% 24 $14K
Asset Dedication, LLC 0.00% No change 24 $14K
Battery Global Advisors, LLC 0.01% No change 21 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +50.0% 21 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 22 $12K
Bogart Wealth, LLC 0.00% Add +233.3% 20 $12K
Private Wealth Management Group, LLC 0.00% No change 20 $12K
Global X Japan Co., Ltd. 0.00% New 20 $12K
Ameritas Advisory Services, LLC 0.00% New 20 $12K
Key Financial Inc 0.00% No change 19 $11K
Banque Transatlantique SA 0.00% No change 18 $10K
Avion Wealth 0.00% Add +35.7% 19 $10K
Colonial Trust Co / SC 0.00% Reduce -51.5% 16 $9K
Howard Hughes Medical Institute 0.00% New 16 $9K
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% No change 14 $8K
Evergreen Private Wealth LLC 0.00% No change 14 $8K
Truvestments Capital LLC 0.00% No change 14 $8K
Webster Bank, N. A. 0.00% New 14 $8K
Fortitude Family Office, LLC 0.00% Add +30.0% 13 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 12 $7K
Kilter Group LLC 0.00% New 12 $7K
Kings Path Partners LLC 0.00% No change 12 $7K
Heritage Wealth Advisors 0.00% No change 12 $7K
True Wealth Design, LLC 0.00% Reduce -95.2% 12 $7K
Sachetta, LLC 0.00% Add +83.3% 11 $6K
Principia Wealth Advisory, LLC 0.01% Add +10.0% 11 $6K
Eukles Asset Management 0.00% No change 11 $6K
Delta Asset Management LLC 0.00% No change 11 $6K
Hughes Financial Services, LLC 0.00% Add +22.2% 11 $6K
Redmont Wealth Advisors LLC 0.01% New 10 $6K
Clark Wealth Partners 0.00% Add +150.0% 10 $6K
Independence Bank of Kentucky 0.00% No change 10 $6K
Ancora Advisors LLC 0.00% No change 10 $6K
Abound Wealth Management 0.00% No change 9 $5K
Centricity Wealth Management, LLC 0.00% No change 9 $5K
Riggs Asset Managment Co. Inc. 0.00% Add +800.0% 9 $5K
First Pacific Financial 0.00% No change 9 $5K
Albion Financial Group 0.00% No change 9 $5K
Cheviot Value Management, LLC 0.00% No change 9 $5K
Highline Wealth Partners LLC 0.00% Reduce -20.0% 8 $5K
Carolina Wealth Advisors, LLC 0.00% No change 8 $5K
Pacific Center for Financial Services 0.00% No change 7 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $4K
Bruce G. Allen Investments, LLC 0.00% No change 7 $4K
Red Tortoise LLC 0.00% No change 7 $4K
Bare Financial Services, Inc 0.00% Add +600.0% 7 $4K
Raffa Wealth Management, LLC 0.00% No change 7 $4K
Altshuler Shaham Ltd 0.00% No change 7 $4K
Coston, McIsaac & Partners 0.00% No change 7 $4K
Beacon Capital Management, LLC 0.00% Reduce -50.0% 6 $3K
Trifecta Capital Advisors, LLC 0.00% No change 6 $3K
JNBA Financial Advisors 0.00% No change 6 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -70.0% 6 $3K
St Germain D J Co. Inc. 0.00% No change 6 $3K
Minot DeBlois Advisors LLC 0.00% No change 5 $3K
IMG Wealth Management, Inc. 0.00% New 5 $3K
Aventura Private Wealth, LLC 0.00% Reduce -88.6% 5 $3K
Anfield Capital Management, LLC 0.00% No change 5 $3K
Crews Bank & Trust 0.00% No change 5 $3K
Garde Capital, Inc. 0.00% No change 5 $3K
Bellevue Asset Management, LLC 0.00% No change 5 $3K
ORG Partners LLC 0.00% Reduce -42.9% 4 $2K
North Capital, Inc. 0.00% No change 4 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 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
Tortoise Investment Management, LLC 0.00% New 4 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 4 $2K
Capital A Wealth Management, LLC 0.03% Reduce -98.5% 4 $2K
Nova Wealth Management, Inc. 0.00% No change 4 $2K
Harvest Fund Management Co., Ltd 0.00% No change 4 $2K
Atticus Wealth Management, LLC 0.00% New 3 $2K
Stephens Consulting, LLC 0.00% New 3 $2K
CENTRAL TRUST Co 0.00% No change 3 $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
Total Investment Management Inc. 0.00% New 3 $2K
Frazier Financial Advisors, LLC 0.00% No change 2 $1K
American Capital Advisory, LLC 0.00% New 2 $1K
Quaker Wealth Management, LLC 0.00% — 2 $1K
TFC Financial Management, Inc. 0.00% No change 2 $1K
SJS Investment Consulting Inc. 0.00% Reduce -80.0% 2 $1K
Richardson Financial Services Inc. 0.00% No change 2 $1K
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 2 $1K
Binnacle Investments Inc 0.00% Add +100.0% 2 $1K
Sittner & Nelson, LLC 0.00% No change 2 $1K
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $1K
Core Alternative Capital 0.00% No change 2 $1K
Activest Wealth Management 0.00% Reduce -50.0% 2 $1K
CBIZ Investment Advisory Services, LLC 0.00% Add +100.0% 2 $1K
WestEnd Advisors, LLC 0.00% Reduce -33.3% 2 $1K
Winthrop Capital Management, LLC 0.00% No change 1 $1K
WealthTrak Capital Management LLC 0.00% Reduce -50.0% 1 $577
Wolff Wiese Magana LLC 0.00% Reduce -85.7% 1 $577
IMA Advisory Services, Inc. 0.00% New 1 $577
Scarborough Advisors, LLC 0.00% New 1 $577
Creative Financial Designs Inc. 0.00% Reduce -66.7% 1 $577
Sound Income Strategies, LLC 0.00% Reduce -95.0% 1 $577
Bartlett & Co. Wealth Management LLC 0.00% New 1 $577
Y.D. More Investments Ltd 0.00% Reduce -35.7% 72 $123
Ogorek Anthony Joseph /NY/ 0.00% No change 1 $0

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