Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q2 2026 (June 30)
1,355holders +76
198new positions
116sold out
11famous investors
$47.92avg. 13F price*

At the end of Q2 2026, 1,355 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, up 76 from Q1 2026. 198 opened new positions and 116 sold out. The largest holders were Dodge & Cox ($977.8M), Loomis Sayles & Co. L P ($891.4M) and Franklin Resources Inc. ($625.2M). 11 famous investors held it, including Tom Gayner (1.0% of Markel Group's portfolio), Lee Ainslie (0.7% of Maverick Capital's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

Company
Novo-Nordisk A/S-Spons ADR
CUSIP
670100205
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions198$857.8M
Exits116$338.9M

All 13F filers, Q1 2026 → Q2 2026: 53,596,065 shares bought and 52,054,952 shares sold, net +1,541,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,355 holders

Dodge & Cox 0.51% Add +5.5% 20,397,110 $977.8M
Loomis Sayles & Co. L P 1.12% Add +9.3% 18,594,352 $891.4M
Franklin Resources Inc. 0.14% Reduce -18.9% 13,041,109 $625.2M
T. Rowe Price Associates Inc. 0.06% Add +5.8% 11,704,719 $561.1M
Morgan Stanley 0.03% Add +7.3% 11,659,869 $559.0M
Bank of America Corp. 0.03% Add +3.8% 11,176,712 $535.8M
Capital International Investors 0.10% Reduce -17.6% 9,721,180 $467.6M
Folketrygdfondet 9.85% Add +4.9% 9,522,383 $456.5M
Goldman Sachs Group Inc. 0.05% Add +79.3% 9,180,490 $440.1M
Fisher Asset Management 0.12% Reduce -7.7% 8,324,948 $399.1M
Arrowstreet Capital, Limited Partnership 0.18% Add +5.7% 8,270,785 $396.5M
Everett Harris & Co. 3.82% Add +0.8% 6,475,622 $310.4M
State Farm Mutual Automobile Insurance Co. 0.20% No change 6,142,778 $294.5M
State Street Corp. 0.01% Add +0.6% 5,869,834 $284.6M
Royal Bank of Canada 0.04% Add +19.2% 5,399,061 $258.8M
Capital World Investors 0.03% Reduce -0.1% 5,205,926 $249.6M
Fred Alger Management, LLC 0.78% New 4,907,570 $235.3M
Susquehanna International Group, LLP 0.20% Reduce -56.6% 4,815,576 $230.9M
Wells Fargo & Company 0.04% Add +27.9% 4,657,642 $223.3M
Envestnet Asset Management Inc. 0.05% Add +1.8% 4,031,114 $193.3M
UBS Group AG 0.03% Reduce -12.7% 3,984,940 $191.0M
BlackRock, Inc. 0.00% Add +30.8% 3,861,182 $185.1M
Northern Trust Corp. 0.02% Add +1.1% 3,693,198 $177.1M
Saratoga Research & Investment Management 8.49% Reduce -5.8% 3,236,009 $155.1M
Bank of Nova Scotia 0.23% Add +5533.5% 3,065,015 $146.9M
Renaissance Technologies 0.20% Reduce -10.7% 3,032,421 $145.4M
Nuveen, LLC 0.03% New 2,969,256 $142.3M
Fayez Sarofim & Co 0.33% Reduce -13.9% 2,924,500 $140.2M
Raymond James Financial Inc. 0.04% Reduce -17.8% 2,903,988 $139.2M
Markel Group 1.05% No change 2,869,774 $137.6M
Barclays PLC 0.04% Reduce -16.6% 2,739,617 $131.3M
Acadian Asset Management LLC 0.16% Add +507.5% 2,736,697 $131.2M
Farallon Capital Management, L.L.C. 0.74% Add +234.9% 2,619,000 $125.6M
FMR LLC 0.00% Add +70.5% 2,306,393 $110.6M
Millennium Management 0.07% Add +44.5% 2,035,939 $97.6M
Natixis Advisors, LLC 0.11% Add +49.8% 2,006,551 $96.2M
LPL Financial LLC 0.02% Add +31.3% 1,737,333 $83.3M
Marshall Wace, LLP 0.07% Reduce -44.0% 1,707,104 $81.8M
Ameriprise Financial Inc. 0.02% Reduce -3.4% 1,688,444 $80.6M
Causeway Capital Management LLC 0.87% Add +42.9% 1,677,615 $80.4M
Maverick Capital 0.72% Reduce -20.5% 1,653,872 $79.3M
JPMorgan Chase & Co. 0.00% Reduce -42.6% 1,612,426 $77.9M
Rockefeller Capital Management L.P. 0.12% Add +9.3% 1,566,451 $75.1M
Stifel Financial Corp. 0.06% Add +29.3% 1,495,517 $71.7M
Bank of Montreal 0.03% Add +153.3% 1,492,413 $71.5M
American Century Companies Inc. 0.03% Add +20.1% 1,455,351 $69.8M
Citadel Advisors 0.04% Reduce -50.1% 1,366,275 $65.5M
Dimensional Fund Advisors LP 0.01% Add +3.3% 1,292,688 $62.0M
Sei Investments Co. 0.05% Add +156.7% 1,249,186 $59.9M
Trexquant Investment LP 0.36% Add +24.9% 1,227,405 $58.8M
Cullen Capital Management, LLC 0.58% Add +54.6% 1,224,955 $58.7M
WCM Investment Management, LLC 0.10% Add +45.6% 1,181,027 $57.1M
Balyasny Asset Management L.P. 0.10% Add +189.7% 1,109,982 $53.2M
Van Eck Associates Corp. 0.03% Reduce -35.5% 1,045,885 $50.1M
Jones Financial Companies LLLP 0.02% Add +139.9% 1,038,160 $49.9M
Citigroup Inc. 0.02% Reduce -35.0% 1,006,032 $48.2M
United Capital Financial Advisors, LLC 0.27% Reduce -4.9% 1,000,682 $48.0M
Smith Chas P & Associates Pa Cpas 2.31% Add +18.5% 950,151 $45.6M
Menora Mivtachim Holdings LTD. 0.17% No change 926,168 $44.4M
Adage Capital Partners Gp, L.L.C. 0.06% New 877,635 $42.1M
Oppenheimer Asset Management Inc. 0.44% Add +4.5% 874,376 $41.9M
Natixis 0.19% Reduce -58.9% 824,229 $39.5M
BNP Paribas Financial Markets 0.02% Add +1.5% 799,604 $38.3M
XXEC, Inc. 4.85% Add +52.4% 830,388 $37.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% New 736,113 $35.3M
National Bank of Canada 0.03% Add +3.0% 731,414 $35.0M
Truist Financial Corp. 0.04% Reduce -9.9% 730,624 $35.0M
Hudson Bay Capital Management LP 0.18% Add +483.8% 730,000 $35.0M
D. E. Shaw & Co. 0.02% Reduce -65.8% 697,567 $33.4M
Invesco Ltd. 0.00% Reduce -22.6% 686,121 $32.9M
Bluespring Wealth Management, LLC 0.62% New 669,858 $32.1M
Lazard Asset Management LLC 0.05% Add +610.8% 657,641 $31.5M
Corient Private Wealth LP 0.04% Reduce -3.5% 649,429 $31.1M
Creative Planning 0.02% Add +43.3% 646,107 $31.0M
DV Equities, LLC 4.39% — 631,226 $30.3M
Charles Schwab Investment Management Inc. 0.00% Add +63.4% 622,970 $29.9M
Longaeva Partners L.P. 0.86% New 621,143 $29.8M
Integral Health Asset Management, LLC 1.18% New 600,000 $28.8M
Quantinno Capital Management LP 0.03% Add +68.7% 593,206 $28.4M
Caisse de depot et placement du Quebec 0.04% New 585,509 $28.1M
Old Mission Capital LLC 0.67% New 548,297 $26.3M
Cerity Partners LLC 0.03% Add +12.6% 534,219 $25.6M
HSBC Holdings PLC 0.01% Reduce -41.7% 524,829 $25.2M
Quadrature Capital Ltd 0.21% Reduce -49.2% 522,349 $25.0M
Qube Research & Technologies Ltd 0.03% New 520,267 $24.9M
Marex Group Ltd 0.18% Reduce -26.3% 518,286 $24.8M
Boston Partners 0.02% Add +249.9% 507,489 $24.3M
Quinn Opportunity Partners LLC 1.14% Add +13.4% 507,600 $24.3M
Simplify Asset Management Inc. 0.34% Add +54.2% 504,918 $24.2M
Cibc World Market Inc. 0.04% Reduce -8.5% 503,634 $24.1M
Academy Capital Management 3.04% Reduce -33.4% 479,184 $23.0M
Nichols & Pratt Advisers LLP 1.39% Reduce -0.6% 477,675 $22.9M
Arax Advisory Partners 0.14% Add +7509.0% 449,006 $21.5M
SG Americas Securities, LLC 0.01% Reduce -7.0% 439,134 $21.1M
PNC Financial Services Group, Inc. 0.01% Add +3.6% 438,676 $21.0M
Jia Investment Alliance Pte. LTD. 1.91% No change 426,700 $20.5M
CORDA Investment Management, LLC. 1.23% Add +0.5% 418,791 $20.1M
Bank of New York Mellon Corp 0.00% Reduce -12.5% 413,684 $19.8M
Warther Private Wealth, LLC 4.32% Reduce -20.9% 411,074 $19.7M
Analyst IMS Investment Management Services Ltd. 0.46% Reduce -0.2% 410,770 $19.7M
Mariner, LLC 0.02% Add +24.2% 410,689 $19.7M
HighTower Advisors, LLC 0.02% Add +71.5% 403,262 $19.3M
Pictet Asset Management Holding SA 0.02% Reduce -18.3% 395,861 $19.0M
Scotia Capital Inc. 0.07% Add +2.4% 390,351 $18.7M
Cetera Investment Advisers 0.02% Reduce -3.5% 382,507 $18.3M
Euro Pacific Asset Management, LLC 2.07% Add +27.1% 594,135 $18.2M
Clough Capital Partners L P 1.46% New 373,977 $17.9M
QV Investors Inc. 1.36% Add +28.5% 369,468 $17.7M
Abc Arbitrage SA 1.91% New 369,120 $17.7M
Aberdeen Group plc 0.02% Reduce -23.6% 367,740 $17.6M
Pathstone Holdings, LLC 0.05% Add +10.2% 358,915 $17.2M
Generate Investment Management Ltd 0.69% New 350,000 $16.8M
RPG Investment Advisory, LLC 1.71% Add +33.0% 346,673 $16.6M
Clear Street Group Inc. 0.05% Add +15.2% 342,213 $16.4M
Cullen/Frost Bankers, Inc. 0.16% Add +7.2% 341,905 $16.4M
Private Advisory Group LLC 0.89% Reduce -25.9% 333,612 $16.0M
Contrarius Group Holdings Ltd 0.72% Add +44.1% 327,154 $15.7M
AQR Capital Management 0.01% Add +79.0% 324,149 $15.5M
Osaic Holdings, Inc. 0.02% Reduce -5.4% 323,855 $15.5M
Public Employees Retirement System of Ohio 0.05% Reduce -57.5% 321,841 $15.4M
Oak Family Advisors, LLC 4.44% Add +28.9% 320,656 $15.4M
Clifford Swan Investment Counsel LLC 0.49% Reduce -1.9% 318,484 $15.3M
Penbrook Management LLC 9.67% No change 316,200 $15.2M
Nomura Holdings Inc. 0.06% Reduce -32.0% 314,926 $15.1M
Tower Research Capital LLC (TRC) 0.37% Add +881.1% 314,106 $15.1M
Armistice Capital, LLC 0.41% New 312,000 $15.0M
Prospera Financial Services Inc 0.22% Reduce -2.0% 308,903 $14.8M
Modera Wealth Management, LLC 0.16% Reduce -7.8% 305,796 $14.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +2414.4% 297,881 $14.3M
Cambiar Investors LLC 0.61% Reduce -11.8% 293,933 $14.1M
Cantor Fitzgerald, L. P. 0.27% Add +11.7% 292,094 $14.0M
Credit Agricole S A 0.04% Reduce -18.9% 290,612 $13.9M
ARS Investment Partners, LLC 0.61% Add +93.9% 288,970 $13.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +31.0% 273,589 $13.3M
US Bancorp \de 0.01% Add +9.4% 275,250 $13.2M
Old National Bancorp 0.26% Add +13.4% 273,640 $13.1M
Cim, LLC 1.69% Reduce -27.1% 273,341 $13.1M
Viking Fund Management LLC 1.16% No change 270,000 $12.9M
Philip James Wealth Mangement, LLC 1.50% Add +220.6% 269,741 $12.9M
PFM Health Sciences, LP 1.10% Add +34.4% 265,016 $12.7M
Commonwealth Equity Services, LLC 0.02% Add +4.0% 260,565 $12.5M
SALT Holding Corp. 6.51% No change 256,134 $12.3M
Traynor Capital Management, Inc. 0.56% Reduce -37.6% 247,912 $11.9M
O'shaughnessy Asset Management, LLC 0.05% Add +25.4% 245,899 $11.8M
Foresight Global Investors, Inc. 7.13% Reduce -31.0% 245,289 $11.8M
Knuff & Co LLC 2.95% Add +3.2% 242,776 $11.6M
Dividend Assets Capital, LLC 2.18% Reduce -13.7% 234,979 $11.3M
Oppenheimer & Co. Inc. 0.12% Add +3.4% 232,766 $11.2M
Manufacturers Life Insurance Company, The 0.01% Add +22.6% 229,607 $11.0M
Sanctuary Advisors, LLC 0.05% Reduce -8.2% 220,373 $10.6M
Russell Investments Group, Ltd. 0.01% Add +26.8% 219,072 $10.5M
Cantor Fitzgerald Investment Advisors L.P. 0.69% Add +479.0% 214,075 $10.3M
Focus Partners Wealth 0.01% Reduce -38.1% 211,043 $10.1M
JLB & Associates Inc. 1.34% Reduce -0.2% 209,088 $10.0M
Alpine Fox Capital LLC 5.57% Add +21.8% 201,000 $9.6M
Level Four Advisory Services, LLC 0.27% Reduce -5.5% 197,413 $9.5M
MML Investors Services, LLC 0.02% Add +22.7% 197,109 $9.4M
Walleye Capital LLC 0.05% Reduce -66.4% 194,159 $9.3M
Walleye Trading LLC 0.13% Reduce -50.2% 188,647 $9.0M
Hutchinson Capital Management 1.54% Reduce -3.3% 187,985 $9.0M
Stamos Capital Partners, L.P. 1.36% Add +4.0% 184,608 $8.9M
Tudor Investment Corporation 0.04% Reduce -58.6% 182,382 $8.7M
Assetmark, Inc. 0.01% Reduce -20.9% 178,606 $8.6M
Foundation Resource Management Inc. 0.99% Add +2.1% 177,838 $8.5M
QRG Capital Management, Inc. 0.07% Add +23.0% 175,187 $8.4M
ExodusPoint Capital Management, LP 0.08% New 170,652 $8.2M
Carnegie Investment Counsel 0.16% Reduce -4.4% 170,256 $8.2M
Eversept Partners, LP 0.44% New 169,227 $8.1M
Birch Capital Management, LLC 3.92% Add +3.3% 167,489 $8.0M
Eldred Rock Partners, LLC 1.69% Reduce -0.1% 163,661 $7.8M
Ethic Inc. 0.10% Add +195.6% 159,699 $7.7M
Mercer Global Advisors Inc. 0.01% Add +6.1% 158,921 $7.6M
Phoenix Financial Ltd. 0.05% Add +54.1% 158,343 $7.6M
Janney Montgomery Scott LLC 0.01% Reduce -60.4% 157,335 $7.5M
Claret Asset Management Corp 0.82% Reduce -0.5% 156,526 $7.5M
Capital International, Inc. 0.05% No change 155,415 $7.5M
Atria Investments, Inc 0.07% Reduce -2.8% 154,981 $7.4M
HRT Financial LP 0.01% New 148,940 $7.1M
Exchange Traded Concepts, LLC 0.03% Reduce -20.4% 146,234 $7.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +30.2% 146,043 $7.0M
Kestra Advisory Services, LLC 0.02% Reduce -11.3% 145,845 $7.0M
Beacon Investment Advisory Services, Inc. 0.26% Reduce -3.9% 145,810 $7.0M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -9.3% 142,411 $6.8M
Altrafin AG 2.63% Reduce -19.8% 139,963 $6.7M
Jessup Wealth Management, Inc 1.96% New 136,973 $6.6M
J. Safra Sarasin Holding AG 0.09% New 134,442 $6.4M
Todd Asset Management LLC 0.11% New 134,460 $6.4M
Baird Financial Group, Inc. 0.01% Reduce -58.4% 133,537 $6.4M
Teachers Retirement System of the State of Kentucky 0.04% New 133,510 $6.4M
San Luis Wealth Advisors LLC 0.96% New 132,793 $6.4M
Money Concepts Capital Corp. 0.29% Add +5.3% 129,801 $6.2M
Harvest Portfolios Group Inc. 0.08% Add +31.4% 124,643 $6.0M
Federation des caisses Desjardins du Quebec 0.02% Add +2.3% 123,272 $5.9M
Jump Financial, LLC 0.06% Reduce -80.2% 123,187 $5.9M
Greenfield Seitz Capital Management, LLC 1.75% Add +2.0% 122,792 $5.9M
Eastern Bank 0.09% Reduce -58.1% 122,583 $5.9M
TD Asset Management Inc 0.01% Add +21.9% 122,568 $5.9M
Round Hill Asset Management 3.67% Add +0.1% 122,031 $5.9M
Choreo, LLC 0.06% Add +13.7% 121,486 $5.8M
Sfmg, LLC 0.35% Add +1.1% 121,108 $5.8M
Sphera Funds Management LTD. 0.83% No change 120,677 $5.8M
Martin Capital Partners, LLC 2.12% Add +2.6% 120,258 $5.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.7% 118,807 $5.7M
Intesa Sanpaolo Wealth Management 1.13% Add +8.6% 118,200 $5.7M
Hantz Financial Services, Inc. 0.08% Add +120.1% 117,306 $5.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -17.7% 117,033 $5.6M
Captrust Financial Advisors 0.01% Reduce -18.3% 116,809 $5.6M
Quadrant Capital Group LLC 0.15% Add +91.4% 115,512 $5.5M
Saturna Capital Corp. 0.07% Reduce -93.5% 116,291 $5.5M
Vontobel Holding Ltd. 0.02% Reduce -60.7% 113,956 $5.5M
Palisade Capital Management, LP 0.26% Reduce -1.3% 113,575 $5.4M
Deutsche Bank AG 0.00% Reduce -1.6% 111,505 $5.3M
Brown Advisory Inc. 0.01% Reduce -4.8% 110,470 $5.3M
Foresight Group Ltd Liability Partnership 0.95% New 109,935 $5.3M
Callan Family Office, LLC 0.10% Reduce -9.6% 108,820 $5.2M
Lynch Asset Management, Inc. 1.42% Add +0.3% 108,350 $5.2M
McMillan Office, Inc. 0.59% Reduce -0.1% 107,419 $5.1M
Azzad Asset Management Inc. 0.46% Add +9.2% 107,307 $5.1M
&partners 0.02% Reduce -8.8% 107,331 $5.1M
Laird Norton Wetherby Trust Company, LLC 0.10% Add +22.3% 106,341 $5.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.11% Add +1.1% 106,242 $5.1M
Capital Research Global Investors 0.00% Add +4.2% 103,059 $5.0M
Concurrent Investment Advisors, LLC 0.04% Add +7.4% 103,790 $5.0M
Caption Management, LLC 0.18% Add +70.2% 103,132 $4.9M
Mackenzie Financial Corp. 0.00% New 102,804 $4.9M
FourThought Financial Partners, LLC 0.38% Add +9.3% 102,109 $4.9M
Smithbridge Asset Management Inc. 0.67% Add +3.1% 102,069 $4.9M
Diadema Partners LP 1.82% Add +586.0% 100,000 $4.8M
Arrow Capital Pty Ltd 4.08% New 100,000 $4.8M
Autumn Glory Partners, LLC 1.36% New 99,888 $4.8M
Calamos Advisors LLC 0.02% No change 98,472 $4.7M
Lester Murray Antman dba SimplyRich 1.09% Add +14.8% 97,277 $4.7M
Transmarket Holdings LP 3.41% New 96,946 $4.6M
Americana Partners, LLC 0.10% Add +13.5% 96,757 $4.6M
Glenmede Trust Co. NA 0.02% Reduce -27.0% 95,969 $4.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +103.5% 95,475 $4.6M
M. Kulyk & Associates, LLC 0.73% Reduce -38.7% 93,400 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -92.6% 92,930 $4.5M
Militia Capital Management LLC 0.79% New 91,600 $4.4M
Neuberger Berman Group LLC 0.00% Reduce -50.0% 88,604 $4.2M
Headinvest, LLC 0.79% Reduce -4.8% 88,590 $4.2M
Hohimer Wealth Management, LLC 0.44% Add +219.7% 87,664 $4.2M
Advisory Services Network, LLC 0.05% Add +12.2% 87,434 $4.2M
Banco Santander, S.A. 0.03% Reduce -35.1% 87,071 $4.2M
Bulltick Wealth Management, LLC 0.84% Add +0.1% 86,080 $4.1M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -48.2% 86,018 $4.1M
Evergreen Capital Management LLC 0.07% Add +96.1% 85,847 $4.1M
Boothbay Fund Management, LLC 0.08% Add +203.7% 85,387 $4.1M
Eastover Investment Advisors LLC 1.60% Add +3.4% 84,893 $4.1M
Banque Pictet & Cie SA 0.04% Reduce -2.4% 84,670 $4.1M
Landscape Capital Management, L.L.C. 0.26% New 84,495 $4.1M
Vident Advisory, LLC 0.03% Add +127.2% 83,871 $4.0M
Farther Finance Advisors, LLC 0.03% Reduce -4.6% 83,020 $4.0M
Arkadios Wealth Advisors 0.06% Reduce -5.0% 81,734 $3.9M
WealthTrust Axiom LLC 0.87% Add +28.3% 81,667 $3.9M
Wedbush Securities Inc. 0.10% Reduce -1.4% 81,656 $3.9M
Peloton Wealth Strategists 1.44% Add +5.1% 78,630 $3.8M
Peapack Gladstone Financial Corp. 0.04% Reduce -3.5% 78,574 $3.8M
St Germain D J Co. Inc. 0.14% Reduce -0.6% 78,302 $3.8M
Marathon Capital Management 0.76% Reduce -4.2% 78,134 $3.7M
Stratos Wealth Partners, LTD. 0.04% Add +4.1% 76,547 $3.7M
Allen Capital Group, LLC 0.30% Add +3.1% 76,530 $3.7M
Portside Wealth Group, LLC 0.43% Add +2.7% 76,258 $3.7M
TD Waterhouse Canada Inc. 0.01% Add +4.8% 74,856 $3.7M
Signaturefd, LLC 0.05% Add +41.3% 75,831 $3.6M
Tidal Investments LLC 0.01% Reduce -1.0% 75,790 $3.6M
EFG International AG 0.07% Add +16.0% 75,252 $3.6M
Tevis Investment Management 1.97% Add +1.4% 75,115 $3.6M
GTS Securities LLC 0.08% New 75,048 $3.6M
NewEdge Advisors, LLC 0.01% Reduce -6.7% 74,834 $3.6M
Third View Private Wealth, LLC 0.44% Reduce -7.7% 74,210 $3.6M
Lafayette Investments, Inc. 0.65% Add +1.4% 73,499 $3.5M
Obsidian Cio, LLC 2.61% Add +26.6% 73,106 $3.5M
Fortis Group Advisors, LLC 0.56% Add +145.5% 72,916 $3.5M
Mutual Advisors, LLC 0.07% Add +4.3% 72,417 $3.5M
Apollon Wealth Management, LLC 0.04% Add +29.1% 72,316 $3.5M
Auxano Advisors, LLC 0.65% Add +11.8% 71,867 $3.4M
New York State Common Retirement Fund 0.00% Reduce -28.0% 71,765 $3.4M
DAVENPORT & Co LLC 0.02% Reduce -15.8% 71,408 $3.4M
Aperture Investors, LLC 0.36% No change 70,439 $3.4M
Borer Denton & Associates, Inc. 1.10% Reduce -4.2% 70,247 $3.4M
Pekin Hardy Strauss, Inc. 0.30% New 70,160 $3.4M
Mengis Capital Management, Inc. 0.51% Reduce -0.3% 70,145 $3.4M
Kennedy Investment Group, Inc. 1.13% Add +48.6% 69,531 $3.3M
Nilsine Partners, LLC 0.23% Reduce -1.2% 69,503 $3.3M
Fiduciary Trust Co 0.04% Reduce -23.1% 69,163 $3.3M
Gunderson Capital Management LLC 0.88% Reduce -1.5% 68,179 $3.3M
Hara Capital LLC 1.72% Reduce -28.2% 67,960 $3.3M
Thompson Siegel & Walmsley LLC 0.06% Add +1.6% 67,962 $3.3M
Lighthouse Investment Partners, LLC 0.10% New 67,554 $3.2M
Clearbridge Investments, LLC 0.00% Add +784.8% 67,393 $3.2M
Empowered Funds, LLC 0.02% Add +22.3% 66,290 $3.2M
RFG Advisory, LLC 0.05% Add +49.7% 66,135 $3.2M
Bank Hapoalim BM 0.22% Add +2.9% 65,863 $3.2M
EagleClaw Capital Managment, LLC 0.41% Reduce -0.9% 63,650 $3.1M
Beverly Hills Private Wealth, LLC 0.59% Add +26.3% 63,562 $3.0M
Rock Springs Capital Management LP 0.15% Reduce -29.4% 63,500 $3.0M
Meridian Investment Counsel Inc. 0.65% Add +1.4% 63,091 $3.0M
Group One Trading LLC 0.09% Reduce -39.6% 63,042 $3.0M
Salem Investment Counselors Inc. 0.07% Add +20.8% 61,839 $3.0M
Ted Buchan & Co 0.96% Reduce -13.5% 61,298 $2.9M
NewEdge Wealth, LLC 0.03% Reduce -27.5% 60,632 $2.9M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -20.6% 60,488 $2.9M
Ritholtz Wealth Management 0.04% Add +14.8% 60,219 $2.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -22.4% 60,194 $2.9M
Stelac Advisory Services LLC 0.54% No change 60,105 $2.9M
DKRT Investments Corp. 0.70% No change 60,000 $2.9M
Brown, Lisle/Cummings, Inc. 0.64% Add +0.0% 59,224 $2.8M
Wendell David Associates Inc. 0.30% No change 59,058 $2.8M
XY Capital Ltd 3.25% New 59,048 $2.8M
Annis Gardner Whiting Capital Advisors, LLC 0.42% Add +1.2% 58,858 $2.8M
Ssa Swiss Advisors AG 1.05% No change 58,536 $2.8M
Equitable Holdings, Inc. 0.02% Add +35.1% 58,349 $2.8M
Dillon & Associates Inc. 0.34% Reduce -72.0% 57,796 $2.8M
Atwater Malick LLC 0.60% Reduce -7.5% 57,670 $2.8M
Keybank National Association 0.01% Add +6.7% 57,588 $2.8M
Rathbones Group PLC 0.01% Reduce -29.8% 57,524 $2.8M
Parallel Advisors, LLC 0.04% Add +1.8% 56,877 $2.7M
D.A. Davidson & Co. 0.02% Add +2.9% 56,812 $2.7M
Hikari Power Ltd 0.32% Reduce -56.4% 56,800 $2.7M
Henry James International Management Inc. 0.82% Add +15.5% 56,781 $2.7M
Three Bridge Wealth Advisors, LLC 0.68% Reduce -1.5% 56,733 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Reduce -2.5% 56,457 $2.7M
Vise Technologies, Inc. 0.03% Add +57.4% 55,435 $2.7M
Beutel, Goodman & Co Ltd. 0.02% Reduce -4.0% 55,413 $2.7M
Torrey Growth & Income Advisors 0.90% Reduce -1.4% 55,006 $2.6M
Factory Mutual Insurance Co. 0.02% No change 55,023 $2.6M
Merit Financial Group, LLC 0.02% Add +24.2% 54,673 $2.6M
Financial Gravity Companies, Inc. 0.43% — 54,637 $2.6M
Rhumbline Advisers 0.00% Reduce -0.4% 54,508 $2.6M
Range Financial Group LLC 0.71% Add +550.0% 54,505 $2.6M
Private Advisor Group, LLC 0.01% Reduce -22.2% 54,474 $2.6M
UMB Bank, n.a. 0.03% Add +0.6% 54,146 $2.6M
Savant Capital, LLC 0.01% Add +434.2% 59,020 $2.6M
Ieq Capital, LLC 0.01% Add +63.1% 53,467 $2.6M
AE Wealth Management LLC 0.01% Add +22.2% 52,990 $2.5M
MAI Capital Management 0.01% Add +18.5% 52,885 $2.5M
Carolina Wealth Advisors, LLC 0.98% Reduce -1.6% 52,148 $2.5M
Optimist Retirement Group LLC 0.96% Add +0.9% 52,040 $2.5M
KMG Fiduciary Partners, LLC 0.23% Reduce -30.5% 51,957 $2.5M
Northstar Asset Management Inc. 0.73% Reduce -24.1% 51,796 $2.5M
Blair William & Co. 0.01% Add +17.5% 51,709 $2.5M
Hodges Capital Management Inc. 0.16% New 51,300 $2.5M
RKL Wealth Management LLC 0.19% Reduce -2.5% 51,012 $2.4M
Bleakley Financial Group, LLC 0.03% Reduce -32.6% 50,970 $2.4M
Ipswich Investment Management Co., Inc. 0.51% Add +15.8% 50,411 $2.4M
Cardinal Capital Management 0.29% Add +7.6% 50,261 $2.4M
Eukles Asset Management 0.99% Reduce -1.3% 50,243 $2.4M
Aviance Capital Partners, LLC 0.25% Add +395.6% 49,981 $2.4M
CWA Asset Management Group, LLC 0.07% Add +0.8% 49,879 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.0% 49,624 $2.4M
Sterling Capital Management LLC 0.04% Reduce -2.2% 49,472 $2.4M
Guardian Partners Inc. 0.21% Reduce -24.9% 49,214 $2.4M
Pine Valley Investments Ltd Liability Co 0.10% New 48,469 $2.3M
XTX Topco Ltd 0.03% New 48,420 $2.3M
Ameritas Advisory Services, LLC 0.05% Add +128.4% 48,394 $2.3M
Capstone Investment Advisors, LLC 0.02% Reduce -51.5% 47,778 $2.3M
Optiver Holding B.V. 0.03% New 47,719 $2.3M
Harbour Investment Management LLC 1.18% Reduce -0.1% 47,650 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -12.5% 47,002 $2.3M
Bradley Foster & Sargent Inc. 0.03% Add +0.0% 46,963 $2.3M
Park Avenue Securities LLC 0.01% Add +10.6% 46,721 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +19.2% 45,558 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +28.9% 46,177 $2.2M
Benjamin Edwards Inc. 0.02% Reduce -8.2% 45,758 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +13.4% 45,483 $2.2M
Caprock Group, LLC 0.04% Add +8.6% 45,422 $2.2M
Sawyer & Company, Inc 0.73% No change 45,062 $2.2M
ICW Investment Advisors LLC 0.76% Add +0.7% 45,035 $2.2M
Longitude (Cayman) Ltd. 1.42% Add +7.1% 45,000 $2.2M
Aurora Investment Counsel 1.10% Reduce -3.0% 44,484 $2.1M
Pinnacle Associates Ltd. 0.02% Reduce -7.7% 44,192 $2.1M
Coldstream Capital Management Inc. 0.03% Add +1.5% 44,005 $2.1M
JCIC Asset Management Inc. 0.63% No change 56,139 $2.1M
Wilson & Boucher Capital Management, LLC 1.21% Reduce -4.1% 42,998 $2.1M
1832 Asset Management L.P. 0.00% Reduce -6.9% 42,922 $2.1M
Channing Global Advisors, LLC 1.06% Add +37.5% 42,883 $2.1M
Rodgers Brothers Inc. 0.20% Reduce -6.8% 42,450 $2.0M
Norman Fields, Gottscho Capital Management, LLC 0.61% Reduce 0.0% 42,255 $2.0M
Manhattan West Asset Management, LLC 0.34% Reduce -1.0% 42,249 $2.0M
Voya Investment Management LLC 0.00% Add +14.2% 42,175 $2.0M
Mattern Capital Management, LLC 0.23% Reduce -9.7% 41,849 $2.0M
Sentinel Trust Co. Lba 0.18% Reduce -9.9% 41,672 $2.0M
Snowden Capital Advisors LLC 0.05% Add +1.9% 41,480 $2.0M
Beacon Pointe Advisors, LLC 0.01% Add +13.6% 41,249 $2.0M
Advisors Asset Management, Inc. 0.03% Reduce -10.6% 41,171 $2.0M
Burkett Asset Management Ltd 1.84% Reduce -2.1% 41,131 $2.0M
North Star Asset Management Inc. 0.08% Reduce -0.9% 40,676 $2.0M
Weiss Asset Management LP 0.03% New 40,080 $1.9M
Destination Wealth Management 0.04% Reduce -2.7% 39,942 $1.9M
M&T Bank Corp 0.01% Add +22.0% 39,940 $1.9M
GC Wealth Management RIA, LLC 0.11% Add +38.4% 39,641 $1.9M
Ballentine Partners, LLC 0.02% Add +7.7% 39,607 $1.9M
Greenline Partners, LLC 0.19% No change 39,476 $1.9M
Bartlett & Co. Wealth Management LLC 0.02% No change 39,312 $1.9M
Naviter Wealth, LLC 0.17% Add +15.4% 39,243 $1.9M
Nicollet Investment Management, Inc. 0.58% Reduce -0.8% 38,896 $1.9M
Aaron Wealth Advisors LLC 0.09% Add +35.6% 38,829 $1.9M
Norden Group LLC 0.15% Reduce -9.1% 38,789 $1.9M
GeoWealth Management, LLC 0.06% Add +46.1% 38,770 $1.9M
Allworth Financial LP 0.01% Reduce -44.9% 38,586 $1.8M
Myriad Asset Management Advisors LLC 0.44% New 38,512 $1.8M
Fifth Third Bancorp 0.00% Reduce -1.8% 38,132 $1.8M
Orion Porfolio Solutions, LLC 0.01% Reduce -16.1% 37,496 $1.8M
Freestone Capital Holdings, LLC 0.05% Add +51.3% 37,304 $1.8M
Boston Family Office LLC 0.11% Add +5.4% 36,941 $1.8M
Clearstead Advisors, LLC 0.02% Add +0.8% 36,875 $1.8M
Brooklands Fund Management Ltd 1.45% No change 35,445 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +0.0% 36,663 $1.8M
Evelyn Partners Group Ltd 0.03% — 36,496 $1.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -65.7% 36,192 $1.7M
Panagora Asset Management Inc. 0.01% New 36,140 $1.7M
Sepio Capital, LP 0.09% Add +1.9% 36,095 $1.7M
Dorsey & Whitney Trust CO LLC 0.08% Add +9.1% 35,574 $1.7M
Loudon Investment Management, LLC 0.83% Reduce -21.1% 35,308 $1.7M
Bennett Selby Investments LP 0.54% Reduce -2.0% 34,997 $1.7M
Pinnacle Financial Partners, Inc. 0.01% Reduce -0.4% 34,932 $1.7M
Barometer Capital Management Inc. 0.46% New 34,700 $1.7M
Greenleaf Trust 0.02% Reduce -0.0% 34,200 $1.6M
Augustine Asset Management Inc. 0.33% Reduce -2.2% 34,042 $1.6M
Benedict Financial Advisors Inc. 0.31% Add +0.8% 33,754 $1.6M
Intellectus Partners, LLC 0.28% Add +39.0% 33,631 $1.6M
A. D. Beadell Investment Counsel, Inc. 1.03% Reduce -1.2% 33,438 $1.6M
First Trust Advisors LP 0.00% Add +21.3% 33,312 $1.6M
Savvy Advisors, Inc. 0.03% Reduce -4.3% 33,310 $1.6M
Garrison Point Advisors, LLC 0.65% No change 33,268 $1.6M
Summit Trail Advisors, LLC 0.02% Add +49.1% 33,186 $1.6M
Compound Planning, Inc. 0.04% Add +82.8% 33,152 $1.6M
Mosaic Family Wealth Partners, LLC 0.11% Add +65.4% 32,940 $1.6M
Shariaportfolio, Inc. 0.55% Add +3.6% 32,303 $1.5M
Roundview Capital LLC 0.08% Reduce -8.2% 32,028 $1.5M
Guggenheim Capital LLC 0.01% Reduce -9.7% 31,709 $1.5M
Avidian Wealth Enterprises, LLC 0.04% Add +17.5% 31,634 $1.5M
Naples Global Advisors, LLC 0.09% Add +27.5% 30,920 $1.5M
Lockheed Martin Investment Management Co. 0.06% No change 30,900 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -2.9% 30,890 $1.5M
Private Wealth Partners, LLC 0.11% Add +6.6% 30,735 $1.5M
Harrington Investments, INC 0.71% Add +1.0% 30,629 $1.5M
Hedges Asset Management LLC 0.96% — 30,400 $1.5M
Banque Cantonale Vaudoise 0.06% Add +3.9% 30,296 $1.5M
IFP Advisors, Inc 0.03% Add +24.8% 30,253 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -28.2% 30,144 $1.4M
Point72 Asset Management 0.00% New 29,198 $1.4M
Independent Advisor Alliance 0.03% Reduce -16.2% 29,184 $1.4M
Limestone Investment Advisors LP 0.70% Reduce -48.5% 29,130 $1.4M
Graham Capital Management, L.P. 0.05% New 29,113 $1.4M
Heartwood Wealth Advisors LLC 0.11% Add +19.4% 29,055 $1.4M
Grace & White Inc. 0.22% No change 29,000 $1.4M
Regions Financial Corp. 0.01% Add +34.3% 28,929 $1.4M
Harbour Investments, Inc. 0.02% Add +21.6% 28,912 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.3% 28,829 $1.4M
Ingalls & Snyder LLC 0.04% Reduce -0.3% 28,817 $1.4M
Leonteq Securities AG 0.08% Reduce -81.2% 28,796 $1.4M
Meridian Management Co. 0.31% New 28,774 $1.4M
EP Wealth Advisors, LLC 0.01% Add +24.2% 28,562 $1.4M
Clear Creek Financial Management, LLC 0.09% Reduce -6.8% 28,506 $1.4M
Global Retirement Partners, LLC 0.02% — 28,487 $1.4M
Harbour Trust & Investment Management Co 0.13% Reduce -23.6% 27,637 $1.3M
SBI Securities Co., Ltd. 0.03% Reduce -12.4% 27,582 $1.3M
Principal Securities, Inc. 0.02% Reduce -15.5% 27,572 $1.3M
Woodmont Investment Counsel LLC 0.07% No change 27,438 $1.3M
Aureus Asset Management, LLC 0.08% No change 27,220 $1.3M
Florida Trust Wealth Management Co 0.03% Add +19.9% 27,100 $1.3M
ADAR1 Capital Management, LLC 0.06% Reduce -18.2% 27,000 $1.3M
Lowe Brockenbrough & Co. Inc. 0.06% No change 26,886 $1.3M
Richard W. Paul & Associates, LLC 0.39% Add +133875.0% 26,795 $1.3M
Promethium Advisors,llc 0.61% Add +349.9% 26,655 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +51.5% 26,618 $1.3M
Choate Investment Advisors 0.02% Reduce -1.5% 26,334 $1.3M
Trust Co. of Vermont 0.05% — 26,069 $1.2M
McCarter Private Wealth Services LLC 0.43% Reduce -8.8% 26,067 $1.2M
IHT Wealth Management, LLC 0.03% Add +0.7% 26,047 $1.2M
Nwam LLC 0.06% Add +25.4% 25,916 $1.2M
Stablepoint Partners, LLC 0.17% Add +2.6% 25,914 $1.2M
Perigon Wealth Management, LLC 0.02% Reduce -12.2% 25,891 $1.2M
Roberts Glore & Co. Inc. 0.30% Reduce -29.6% 25,727 $1.2M
FFG Partners, LLC 0.35% Reduce -61.9% 25,719 $1.2M
Avior Wealth Management, LLC 0.03% Add +16.4% 25,680 $1.2M
Persistent Asset Partners Ltd 0.39% Add +594.7% 25,600 $1.2M
Capital Advisors Inc. 0.02% Add +4.7% 25,516 $1.2M
First Growth Capital LLC 0.93% Reduce -4.7% 25,435 $1.2M
Clean Yield Group 0.30% Reduce -13.9% 25,388 $1.2M
Burney Co./ 0.03% Reduce -9.7% 25,368 $1.2M
CIBC Bancorp USA Inc. 0.00% Reduce -78.5% 25,096 $1.2M
Victory Capital Management Inc. 0.00% Reduce -53.7% 25,317 $1.2M
MSH Capital Advisors LLC 0.21% Add +8.0% 25,293 $1.2M
Lhm, Inc. 0.41% Reduce -58.1% 25,105 $1.2M
Venturi Wealth Management, LLC 0.05% Reduce -29.4% 24,965 $1.2M
Performance Wealth Partners, LLC 0.03% Reduce -0.5% 24,964 $1.2M
Stephens Inc. 0.01% Add +2.0% 24,925 $1.2M
Bangor Savings Bank 0.09% Reduce -0.3% 24,846 $1.2M
Lido Advisors, LLC 0.00% Reduce -10.3% 24,742 $1.2M
Venture Visionary Partners LLC 0.03% Reduce -21.0% 24,695 $1.2M
Manske Wealth Management 0.29% Add +42.9% 24,546 $1.2M
HB Wealth Management, LLC 0.01% Reduce -11.4% 24,273 $1.2M
Oakmont Investment Advisors, Inc. 0.81% Add +270.8% 24,243 $1.2M
Annandale Capital, LLC 0.17% New 24,000 $1.2M
Birchview Capital, LP 0.54% New 24,000 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -94.5% 23,925 $1.1M
Cravens & Co Advisors, LLC 0.76% Reduce -17.4% 23,681 $1.1M
Vista Investment Management 0.34% Reduce -16.1% 23,666 $1.1M
Carnegie Lake Advisors LLC 0.42% Add +13.0% 23,625 $1.1M
Hikari Tsushin, Inc. 0.07% No change 23,512 $1.1M
Oak Associates Ltd. 0.06% Add +8.4% 23,467 $1.1M
Elevation Point Wealth Partners, LLC 0.02% New 23,383 $1.1M
Kornitzer Capital Management Inc. 0.02% Reduce -78.6% 23,359 $1.1M
Mission Wealth Management, LP 0.01% Add +37.4% 23,285 $1.1M
Frank, Rimerman Advisors LLC 0.06% Add +3.5% 23,258 $1.1M
Qtron Investments LLC 0.15% Reduce -11.1% 23,127 $1.1M
Rossmore Private Capital 0.09% No change 23,000 $1.1M
Texas Yale Capital Corp. 0.02% Add +2.6% 22,899 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +12.4% 22,731 $1.1M
Swmg, LLC 0.26% No change 22,122 $1.1M
Squarepoint Ops LLC 0.00% Reduce -82.8% 22,631 $1.1M
TIAA Wealth Investment Management LLC 0.01% Reduce -93.6% 22,279 $1.1M
Roehl & Yi Investment Advisors, LLC 0.35% Reduce -7.9% 22,077 $1.1M
Centiva Capital, LP 0.04% Reduce -84.2% 22,000 $1.1M
CIBC Asset Management Inc 0.00% Reduce -5.8% 21,936 $1.1M
Grey Ledge Advisors, LLC 0.21% Reduce -11.1% 21,878 $1.0M
Claro Advisors Inc. 0.11% Reduce -6.8% 21,612 $1.0M
Argonautica Private Wealth Management, Inc. 0.25% Add +47.3% 21,601 $1.0M
Signet Investment Advisory Group, Inc. 0.46% No change 21,600 $1.0M
NBT Bank, N.A. 0.07% Reduce -0.2% 21,400 $1.0M
Ridgewood Investments LLC 0.38% Reduce -13.3% 21,368 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -12.7% 21,233 $1.0M
Welch & Forbes LLC 0.01% Reduce -0.8% 21,137 $1.0M
Joel Isaacson & Co., LLC 0.03% No change 21,026 $1.0M
First Dallas Securities Inc. 0.33% New 20,967 $1.0M
Baldwin Investment Management, LLC 0.10% Reduce -2.7% 20,958 $1.0M
Chilton Capital Management LLC 0.03% Add +1.6% 20,947 $1.0M
Cedar Wealth Management, LLC 0.26% New 20,828 $998K
180 Wealth Advisors, LLC 0.10% Reduce -5.4% 20,826 $998K
Sava Infond d.o.o. 0.07% No change 20,725 $994K
Moors & Cabot, Inc. 0.04% Add +7.1% 20,331 $975K
Raelipskie Partnership 0.36% Add +13.0% 20,166 $967K
Compagnie Lombard Odier SCmA 0.01% Reduce -3.6% 20,029 $960K
Capital International Sarl 0.01% Reduce -0.3% 19,961 $957K
Argent Trust Co 0.03% Add +44.2% 19,937 $956K
Hunter Associates Investment Management LLC 0.11% Add +2.1% 19,899 $951K
Rehmann Capital Advisory Group 0.04% Add +22.1% 19,758 $947K
Trillium Asset Management, LLC 0.03% Reduce -86.5% 19,689 $944K
Ballast Advisors LLC 0.22% Reduce -8.8% 19,653 $942K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.62% No change 20,000 $942K
Merrion Investment Management Co, LLC 0.44% New 19,565 $938K
Profund Advisors LLC 0.03% Reduce -2.8% 19,522 $936K
Donaldson Capital Management, LLC 0.03% Add +26.3% 19,465 $933K
Checchi Capital Advisers, LLC 0.06% Reduce -2.7% 19,363 $928K
Penobscot Investment Management Company, Inc. 0.06% Reduce -1.5% 19,240 $922K
Abel Hall, LLC 0.16% Add +216.1% 19,198 $920K
NORTHSTAR ASSET MANAGEMENT Co 0.17% New 18,853 $919K
Alliance Wealth Advisors, LLC 0.17% Reduce -27.5% 19,167 $919K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +10.0% 18,951 $908K
Wealth Quarterback LLC 0.28% Add +2.9% 18,626 $893K
Commerce Bank 0.00% Reduce -13.6% 18,568 $890K
Logan Capital Management Inc. 0.03% — 18,512 $887K
Personal Cfo Solutions, LLC 0.13% Add +3.0% 18,427 $883K
Banco de Sabadell, S.A 0.52% Reduce -0.4% 18,330 $882K
Patten & Patten Inc. 0.05% Reduce -50.4% 18,270 $876K
Investors Research Corp 0.16% Reduce -1.4% 18,225 $874K
Outfitters Financial LLC 0.61% No change 18,120 $869K
Fairfield, Bush & Co. 0.43% Add +12.3% 18,073 $866K
Mitchell & Pahl Private Wealth, LLC 0.31% Add +4.2% 17,814 $854K
Romano Brothers and Company 0.09% Reduce -2.7% 17,746 $851K
National Philanthropic Trust 0.01% Add +1.5% 17,646 $846K
PCM Encore, LLC 0.15% Reduce -22.2% 17,502 $839K
Cox Capital Mgt LLC 0.47% Reduce -62.7% 17,429 $836K
Confluence Investment Management LLC 0.01% Add +10.8% 17,385 $833K
Samalin Investment Counsel, LLC 0.27% Add +73.1% 17,321 $830K
1834 Investment Advisors Co. 0.09% Add +17.3% 17,129 $821K
Focus Financial Network, Inc. 0.03% Add +104.2% 17,017 $816K
Jamison Private Wealth Management, Inc. 0.08% Add +21.9% 16,966 $813K
Angeles Wealth Management, LLC 0.04% Add +184.3% 16,884 $809K
Sax Wealth Advisors, LLC 0.03% Add +5.5% 21,893 $805K
Pure Financial Advisors, LLC 0.01% Add +69.1% 16,779 $804K
Doliver Advisors, LP 0.18% Add +25.6% 16,741 $803K
OneDigital Investment Advisors LLC 0.01% Reduce -24.1% 16,584 $795K
Fairview Capital Investment Management, LLC 0.04% Add +3.1% 16,570 $794K
HBK Sorce Advisory LLC 0.02% Add +6.9% 17,615 $784K
J.W. Cole Advisors, Inc. 0.01% New 16,315 $782K
Great Valley Advisor Group, Inc. 0.01% Add +55.1% 16,244 $779K
Wealthspire Advisors, LLC 0.00% Add +29.6% 16,207 $777K
Envestnet Portfolio Solutions, Inc. 0.00% Add +9.8% 16,205 $777K
Monarch Capital Management Inc. 0.18% Add +13.1% 16,150 $774K
Diversify Advisory Services, LLC 0.01% New 15,548 $772K
Diversify Wealth Management, LLC 0.01% Add +11.0% 15,548 $772K
Ironwood Investment Management LLC 0.27% Reduce -16.3% 16,058 $770K
Harrell Investment Partners, LLC 0.17% Add +7.5% 16,042 $769K
Cacti Asset Management LLC 0.04% No change 16,000 $767K
Lakeside Advisors, INC. 0.48% No change 15,950 $765K
Human Investing LLC 0.10% Reduce -2.9% 15,921 $763K
Independent Financial Group, LLC 0.01% Add +6.2% 15,901 $762K
Ellevest, Inc. 0.09% New 15,373 $760K
Sagespring Wealth Partners, LLC 0.01% Add +27.0% 15,840 $759K
Abacus Wealth Partners, LLC 0.08% Reduce -12.8% 15,818 $758K
Invst, LLC 0.07% Add +8.3% 15,807 $758K
Two Sigma Investments, LP 0.00% Reduce -99.8% 15,800 $757K
LOM Asset Management Ltd 0.19% Reduce -3.9% 15,713 $753K
PFG Investments, LLC 0.03% Reduce -6.9% 15,644 $750K
Flow Traders U.S. LLC 0.03% Reduce -44.7% 15,604 $748K
Summit Financial Wealth Advisors, LLC 0.10% Add +3.5% 15,600 $748K
Westfield Capital Management Co. LP 0.00% Reduce -8.8% 15,599 $748K
Icon Wealth Advisors, LLC 0.04% Reduce -6.1% 15,484 $742K
Balboa Wealth Partners 0.10% Add +15.9% 15,451 $741K
Bond & Devick Financial Network, Inc. 0.18% No change 15,422 $739K
One Wealth Capital Management, LLC 0.21% Add +108.2% 15,365 $737K
Horizon Kinetics Asset Management LLC 0.01% No change 15,350 $736K
Accuvest Global Advisors 0.63% New 15,261 $732K
DE Burlo Group Inc. 0.13% Reduce -5.3% 15,250 $731K
Alkeme Wealth, LLC 0.28% Add +4.4% 15,218 $730K
Atlantic Union Bankshares Corp 0.01% Add +1.2% 15,203 $729K
Foundations Investment Advisors, LLC 0.01% Add +43.7% 15,082 $723K
Brown Miller Wealth Management, LLC 0.18% Add +3.0% 14,950 $717K
White Knight Strategic Wealth Advisors, LLC 0.50% Add +19.2% 14,848 $712K
Bull Street Advisors, LLC 0.32% No change 14,770 $708K
HUB Investment Partners, LLC 0.01% Add +44.3% 14,756 $707K
Central Bank & Trust Co. 0.10% Reduce -4.7% 14,753 $707K
Western Wealth Management, LLC 0.02% Reduce -9.6% 14,714 $705K
MMBG Investment Advisors Co. 0.06% Reduce -16.7% 14,630 $701K
Highland Capital Management, LLC 0.03% Add +0.3% 14,618 $701K
Mirabaud & Cie SA 0.28% No change 14,600 $700K
Red Door Wealth Management, LLC 0.06% Reduce -2.7% 14,577 $699K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% Reduce -16.5% 14,533 $697K
May Hill Capital, LLC 0.15% New 14,529 $697K
PDS Planning, Inc 0.04% Add +68.4% 14,461 $693K
Journey Retirement Planning & Investment Management LLC 0.54% Reduce -5.2% 14,424 $692K
Intesa Sanpaolo S.p.A. 0.02% Add +13.5% 14,325 $687K
Baker Tilly Wealth Management, LLC 0.15% Add +79.4% 14,158 $679K
Retirement Planning Co of New England, Inc. 0.24% Add +3.3% 14,140 $678K
Resonant Capital Advisors, LLC 0.03% Add +50.0% 14,061 $674K
Johnson Investment Counsel Inc. 0.00% Reduce -1.7% 14,055 $674K
Wealthfront Advisers LLC 0.00% Add +1.8% 14,049 $674K
First Citizens Bank & Trust Co. 0.01% Reduce -0.9% 14,029 $673K
Bank of Hawaii 0.03% Add +68.6% 14,016 $672K
Kintra Wealth, LLC 0.03% Add +43.5% 14,248 $666K
Marotta Asset Management 0.11% Reduce -5.2% 13,532 $660K
Great Diamond Partners, LLC 0.11% Reduce -7.5% 13,715 $657K
Smartleaf Asset Management LLC 0.02% No change 13,470 $651K
Hardworking Capital Advisors, LLC 0.53% Reduce -1.1% 13,570 $651K
Dynamic Advisor Solutions LLC 0.02% Reduce -29.6% 13,464 $645K
PAX Financial Group, LLC 0.10% Reduce -3.6% 13,437 $644K
Stevens Capital Management LP 0.15% Reduce -93.0% 13,363 $641K
Equitable Trust Co. 0.03% Add +1.2% 13,295 $637K
Lanark Financial, Inc. 0.04% Add +381.9% 13,263 $636K
Matauro, LLC 0.08% Add +30.4% 13,144 $630K
Avaii Wealth Management, LLC 0.18% Reduce -90.4% 13,047 $625K
GAMMA Investing LLC 0.02% Add +82.9% 12,971 $622K
Schonfeld Strategic Advisors LLC 0.00% Reduce -87.3% 12,964 $621K
Chiron Capital Management, LLC 0.56% Add +14.0% 12,931 $620K
Silver Oak Securities, Incorporated 0.04% Reduce -0.5% 12,911 $619K
Brookstone Capital Management 0.01% Reduce -34.0% 12,855 $616K
Financial Solutions Advisory Group, Inc. 0.08% Reduce -27.1% 12,526 $612K
World Investment Advisors 0.01% Add +5.9% 15,897 $610K
Sapient Capital LLC 0.01% No change 12,651 $606K
PeakShares LLC 0.45% No change 12,642 $606K
Aptus Capital Advisors, LLC 0.00% Add +7.4% 12,575 $603K
NorthRock Partners, LLC 0.01% Add +78.8% 12,559 $602K
Anchor Investment Management, LLC 0.05% Reduce -0.2% 12,557 $602K
Summit Financial, LLC 0.01% Reduce -5.6% 12,531 $601K
WJ Financial Advisors LLC 0.44% Reduce -0.6% 12,400 $594K
Holderness Investments Co. 0.10% Add +8.6% 12,369 $593K
Capital Investment Advisory Services, LLC 0.04% Add +11.0% 12,314 $590K
Delaney Dennis R 0.19% Reduce -24.6% 12,250 $587K
Bfsg, LLC 0.05% Reduce -75.1% 12,243 $587K
Christine Messmer PC 0.33% Add +19.8% 12,187 $584K
Quintet Private Bank (Europe) S.A. 0.04% No change 12,165 $583K
Carson Advisory Inc. 0.27% Reduce -1.4% 12,143 $582K
Foster Victor Wealth Advisors, LLC 0.03% Add +40.3% 11,842 $581K
Boston Trust Walden Corp 0.00% Add +0.5% 12,091 $580K
Alexander Labrunerie & Co., Inc. 0.20% No change 12,077 $579K
Motco 0.05% Add +14.8% 12,075 $579K
Jacobi Capital Management LLC 0.03% Add +8.1% 12,058 $578K
Bar Harbor Wealth Management 0.03% Add +17.5% 11,938 $572K
Procyon Advisors, LLC 0.02% Reduce -7.5% 11,861 $569K
Fermata Advisors, LLC 0.11% Add +7.4% 11,833 $567K
Sankala Group LLC 0.38% Add +18.0% 12,306 $564K
Flavin Financial Services, Inc. 0.32% New 11,760 $564K
Ashton Thomas Securities, LLC 0.08% Add +8.6% 11,734 $563K
Kathmere Capital Management, LLC 0.03% Add +46.6% 11,681 $560K
VestGen Advisors, LLC 0.02% Reduce -2.4% 11,565 $554K
NTV Asset Management LLC 0.05% Add +28.5% 11,506 $552K
Wilmington Savings Fund Society, FSB 0.01% Reduce -2.5% 11,489 $551K
Dickmeyer Boyce Financial Management, Inc. 0.28% Add +9.2% 11,471 $550K
Gallacher Capital Management LLC 0.31% Add +25.9% 11,461 $549K
Modern Wealth Management, LLC 0.01% Add +49.5% 11,420 $548K
Mystic Asset Management, Inc. 0.12% Reduce -8.3% 11,400 $547K
Moody National Bank Trust Division 0.05% New 11,352 $544K
Cohen Capital Management, Inc. 0.07% Add +9.7% 11,312 $542K
Rothschild Investment LLC 0.02% Add +7.6% 11,297 $542K
Financial Perspectives, Inc 0.13% No change 11,256 $540K
SouthState Bank Corp 0.02% Reduce -72.0% 11,253 $539K
Verity Asset Management, Inc. 0.20% Add +2.9% 11,240 $539K
Sovran Advisors, LLC 0.04% Reduce -8.2% 10,550 $538K
Bridgewater Advisors Inc. 0.03% Add +3.4% 11,380 $536K
DecisionMap Wealth Management, LLC 0.30% Add +13.5% 11,151 $535K
Sage Rhino Capital LLC 0.09% Add +28.1% 11,148 $534K
Dynasty Wealth Management, LLC 0.00% New 11,125 $533K
Saranac Partners Ltd 0.17% New 11,090 $532K
Spartan Wealth Advisory Services LLC 0.04% Reduce -0.1% 11,041 $529K
Composition Wealth, LLC 0.01% Add +24.6% 11,005 $528K
OpenArc Corporate Advisory, LLC 0.01% Add +22.5% 10,991 $527K
CMT Capital Markets Trading GmbH 0.28% New 10,978 $526K
Basecamp Wealth Advisors LLC 0.10% Reduce -5.3% 10,958 $525K
Platform Technology Partners 0.09% Add +39.2% 10,941 $525K
Diamant Asset Management, Inc. 0.36% Reduce -97.3% 10,920 $524K
Innovative Asset Advisors Group, LLC 0.23% Reduce -4.8% 10,900 $523K
HighPoint Advisor Group LLC 0.02% Add +31.1% 10,863 $521K
Insigneo Advisory Services, LLC 0.02% Add +3.6% 10,851 $520K
Balentine LLC 0.02% Reduce -3.1% 10,811 $518K
Spinnaker Trust 0.03% Add +0.4% 10,772 $516K
Trek Financial, LLC 0.03% Add +26.8% 10,744 $515K
Huntington National Bank 0.00% Reduce -12.2% 10,727 $514K
AMG National Trust Bank 0.01% New 10,710 $513K
Kingswood Wealth Advisors, LLC 0.02% Reduce -3.5% 10,646 $510K
Advisory Advocates, LLC 0.44% Reduce -5.2% 10,641 $510K
Principle Wealth Partners LLC 0.02% Reduce -15.1% 10,497 $503K
Capital Asset Advisory Services LLC 0.02% New 10,438 $500K
Frec Markets, Inc. 0.04% Add +40.3% 10,345 $496K
First Pacific Financial 0.06% Add +0.3% 10,325 $495K
Legacy Capital Group California, Inc. 0.15% Add +2.0% 10,299 $494K
Sowell Financial Services LLC 0.02% Add +9.0% 10,295 $494K
Abundance Wealth Counselors 0.03% New 10,253 $492K
Tortuga Wealth Management, Inc 0.37% Add +86.6% 10,250 $491K
Hudock, Inc. 0.06% New 10,214 $490K
Grove Bank & Trust 0.05% Reduce -3.3% 10,207 $489K
Diversified Management Inc. 0.10% Reduce -6.0% 10,000 $479K
Cullen Investment Group, LTD. 0.06% No change 10,000 $479K
Arista Wealth Management, LLC 0.05% Reduce -3.6% 10,000 $479K
Princeton Capital Management LLC 0.11% Reduce -6.1% 9,994 $479K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +29.8% 9,962 $478K
Versant Capital Management, Inc 0.04% Add +19.0% 9,969 $478K
Seed Wealth Management, Inc. 0.30% Reduce -32.2% 9,934 $476K
Mgo One Seven LLC 0.01% Add +27.0% 9,890 $474K
Allied Private Wealth LLC 0.30% — 9,681 $473K
FLC Capital Advisors 0.08% Reduce -7.5% 9,824 $471K
Baader Bank Aktiengesellschaft 0.04% Reduce -1.0% 9,800 $470K
Burford Brothers, Inc. 0.17% No change 9,794 $470K
Hexagon Capital Partners LLC 0.07% Add +33.3% 9,784 $469K
GFS Advisors, LLC 0.05% Reduce -25.5% 5,840 $469K
Essex Bank 0.10% No change 9,758 $468K
Engineers Gate Manager LP 0.01% Reduce -97.3% 9,751 $467K
Karani Asset Management LLC 0.34% Reduce -0.0% 9,709 $465K
Verdence Capital Advisors LLC 0.02% New 9,675 $464K
Rexford Capital Inc. 0.28% Add +271.0% 9,654 $463K
Alliancebernstein L.P. 0.00% Reduce -3.4% 12,501 $459K
Cohen Investment Advisors LLC 0.21% New 9,567 $459K
Waverly Advisors, LLC 0.00% Reduce -79.5% 9,554 $458K
Essex Financial Services, Inc. 0.02% New 9,550 $458K
Stiles Financial Services Inc 0.11% Reduce -10.3% 9,530 $457K
Elevatus Welath Management 0.11% New 9,463 $454K
West Family Investments, Inc. 0.13% Add +42.5% 9,435 $452K
TBH Global Asset Management, LLC 0.08% No change 9,382 $450K
Klingenstein Fields & Co. LP 0.02% Reduce -4.5% 9,380 $450K
Cannell & Spears LLC 0.01% Add +17.3% 9,329 $447K
Cairn Investment Group, Inc. 0.20% Reduce -0.8% 9,333 $447K
Stokes Family Office, LLC 0.05% Add +1.8% 9,322 $447K
Diversified Enterprises, LLC 0.02% Add +17.5% 9,295 $446K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -4.8% 9,289 $445K
Raub Brock Capital Management LP 0.12% No change 9,240 $443K
WFA of San Diego, LLC 0.36% Reduce -7.3% 9,470 $442K
Meridian Wealth Management, LLC 0.01% Reduce -29.9% 9,208 $441K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.0% 9,169 $440K
New Vernon Investment Management LLC 0.53% No change 9,100 $436K
Navigation Group, LLC 0.08% Add +1.8% 9,054 $434K
Koshinski Asset Management, Inc. 0.02% Reduce -11.2% 9,006 $432K
Quotient Wealth Partners, LLC 0.01% Add +12.4% 8,989 $431K
Schroder Investment Management Group 0.00% Reduce -56.9% 8,806 $426K
Signature Estate & Investment Advisors LLC 0.01% Reduce -11.5% 8,810 $425K
Penserra Capital Management LLC 0.00% Reduce -33.9% 8,881 $425K
Ascent Group, LLC 0.01% Add +2.0% 8,855 $424K
Hemenway Trust Co LLC 0.03% Reduce -26.9% 8,774 $421K
1776 Wealth LLC 0.15% No change 8,711 $418K
Harbor Investment Advisory, LLC 0.03% Add +2.2% 8,678 $416K
Capital Markets Trading UK LLP 0.30% Reduce -29.5% 8,679 $416K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.7% 8,676 $416K
Cullinan Associates Inc. 0.03% No change 8,675 $416K
Cove Private Wealth, LLC 0.08% New 8,656 $415K
Jeppson Wealth Management, LLC 0.12% Reduce -4.3% 8,634 $414K
Curi Capital, LLC 0.01% Reduce -12.0% 8,630 $414K
Dudley Capital Management, LLC 0.17% Reduce -0.3% 8,625 $413K
Wynn Capital, LLC 0.18% Add +12.6% 8,605 $413K
Stokes Capital Advisors, LLC 0.09% No change 8,600 $412K
Global Strategic Investment Solutions, LLC 0.04% Reduce -10.1% 8,569 $411K
Syon Capital LLC 0.02% Reduce -24.5% 8,565 $411K
Thompson Davis & Co., Inc. 0.25% New 8,550 $410K
Grandfield & Dodd, LLC 0.02% No change 8,507 $408K
Bayesian Capital Management, LP 0.26% Reduce -70.3% 8,500 $407K
Clear Wave Wealth Management LLC 0.09% New 8,472 $406K
International Assets Investment Management, LLC 0.02% Add +0.9% 8,302 $405K
Keudell/Morrison Wealth Management 0.08% Reduce -29.6% 8,395 $402K
LVW Advisors, LLC 0.03% Reduce -23.3% 8,382 $402K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +12.3% 8,361 $401K
TD Private Client Wealth LLC 0.01% Add +47.5% 8,359 $401K
Wedmont Private Capital 0.01% Reduce -23.7% 8,080 $400K
V-Square Quantitative Management LLC 0.04% Reduce -13.3% 8,334 $400K
Bath Savings Trust Co 0.04% Reduce -10.7% 8,257 $396K
COFG Advisors, LLC 0.07% Reduce -0.1% 8,222 $394K
Heritage Trust Co 0.03% New 8,216 $394K
Yousif Capital Management, LLC 0.00% Reduce -78.9% 8,201 $393K
Axxcess Wealth Management, LLC 0.01% New 8,188 $393K
Global Trust Asset Management, LLC 0.12% Reduce -51.3% 8,167 $392K
Diversified Trust Co. 0.01% Add +14.2% 8,122 $389K
Banque Transatlantique SA 0.01% Add +1.3% 8,088 $388K
CreativeOne Wealth, LLC 0.01% Reduce -24.8% 8,049 $386K
Townsquare Capital LLC 0.07% Reduce -0.9% 8,005 $384K
Basso Capital Management, L.P. 0.09% No change 8,000 $384K
Avestar Capital, LLC 0.02% New 7,985 $383K
Forza Wealth Management, LLC 0.12% No change 7,966 $382K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.1% 7,937 $380K
Hazlett, Burt & Watson, Inc. 0.10% Reduce -19.7% 7,889 $380K
Tempus Wealth Planning, LLC 0.07% Reduce -31.9% 7,909 $379K
Laraway Financial Advisors Inc 0.23% Add +3.9% 7,906 $379K
United Advisor Group, LLC 0.04% New 7,885 $378K
Lauterbach Financial Advisors, LLC 0.16% No change 7,877 $378K
Verus Capital Partners, LLC 0.02% New 7,829 $375K
Busey Bank 0.01% Reduce -7.5% 7,825 $375K
Southland Equity Partners LLC 0.07% Add +1.8% 7,811 $374K
Aprio Wealth Management, LLC 0.02% Add +39.6% 7,796 $374K
Guardian Wealth Advisors, LLC / NC 0.02% No change 7,718 $370K
SCS Capital Management LLC 0.00% Add +2.7% 7,711 $370K
Stratos Wealth Advisors, LLC 0.02% Add +27.1% 7,699 $369K
Anchyra Partners LLC 0.09% Add +26.1% 7,699 $369K
New Republic Capital, LLC 0.08% New 7,689 $369K
BridgePort Financial Solutions, LLC 0.09% Add +0.1% 7,652 $367K
Bessemer Group Inc. 0.00% Reduce -7.3% 7,630 $366K
Polymer Capital Management (HK) LTD 0.04% Reduce -67.3% 7,623 $365K
Perennial Investment Advisors, LLC 0.02% Add +16.1% 7,554 $362K
Philadelphia Trust Co. 0.02% No change 7,550 $362K
Crestwood Advisors Group, LLC 0.01% Add +33.5% 7,540 $361K
GLR Partners, LLC 0.17% No change 7,533 $361K
R Squared Ltd 0.19% Reduce -30.3% 7,495 $359K
Channel Wealth LLC 0.08% Reduce -15.7% 7,490 $359K
1900 Wealth Management LLC 0.02% No change 7,465 $358K
GW Henssler & Associates Ltd. 0.02% No change 7,450 $357K
LifeSteps Financial, Inc. 0.17% Reduce -0.1% 7,446 $357K
Chevy Chase Trust Holdings, LLC 0.00% Add +0.4% 7,440 $357K
Bailard, Inc. 0.01% Add +6.5% 7,398 $355K
Five Oceans Advisors 0.11% Add +7.1% 7,396 $355K
Souders Financial Advisors 0.04% Reduce -9.1% 7,339 $352K
Strive Financial Group ,LLC 0.15% Reduce -74.1% 7,335 $352K
Sittner & Nelson, LLC 0.11% No change 7,323 $351K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -1.0% 7,299 $350K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Reduce -0.6% 7,293 $350K
Sigma Planning Corp 0.01% Reduce -1.8% 7,290 $349K
Kingsview Wealth Management, LLC 0.00% Add +21.6% 7,265 $348K
Blue Trust, Inc. 0.00% Reduce -14.2% 7,262 $348K
Brighton Jones LLC 0.01% Add +17.7% 7,245 $347K
Sierra Ocean, LLC 0.24% Add +5.7% 7,212 $346K
Peak Asset Management, LLC 0.05% New 7,200 $345K
Union Bancaire Privee, UBP SA 0.00% Reduce -46.4% 8,010 $344K
DMC Group, LLC 0.23% Reduce -26.6% 7,155 $343K
Schrum Private Wealth Management LLC 0.35% New 2,402 $343K
One Capital Management, LLC 0.01% No change 9,298 $342K
Parr McKnight Wealth Management Group, LLC 0.04% No change 7,120 $341K
Unified Investment Management 0.32% Reduce -1.6% 7,071 $339K
Institute for Wealth Management, LLC. 0.03% Reduce -42.9% 7,044 $338K
Keystone Financial Planning, Inc. 0.09% New 7,014 $336K
Bridges Investment Management Inc. 0.00% Reduce -4.1% 7,011 $336K
Ascentis Wealth Management, LLC 0.06% No change 7,005 $336K
Nolet Wealth Management, LLC 0.19% Reduce -15.4% 6,996 $335K
Axim Planning & Wealth 0.47% Reduce -11.2% 6,963 $334K
Simplicity Wealth,LLC 0.01% Add +11.0% 6,898 $331K
LRI Investments, LLC 0.03% Add +97.4% 6,877 $330K
Laurel Oak Wealth Management, LLC 0.05% Reduce -16.9% 6,843 $328K
Natural Investments, LLC 0.07% Reduce -7.8% 6,831 $327K
TRB Wealth Management, LLC 0.04% No change 6,798 $326K
Glenview Trust Co 0.00% Reduce -0.6% 6,780 $325K
Arlington Partners LLC 0.59% Add +4.4% 6,777 $325K
Flagship Harbor Advisors, LLC 0.01% Reduce -10.3% 6,774 $325K
TritonPoint Partners, LLC 0.03% Reduce -20.1% 6,771 $325K
Octavia Wealth Advisors, LLC 0.03% New 6,751 $324K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -3.9% 6,745 $323K
Calydon Capital 0.05% Add +18.8% 6,721 $322K
Flatrock Wealth Partners LLC 0.13% Add +4.0% 6,706 $321K
Rock Point Advisors, LLC 0.08% No change 6,700 $321K
Clearstead Trust, LLC 0.04% Reduce -3.4% 6,678 $320K
Armstrong Henry H Associates Inc. 0.03% No change 6,664 $319K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 6,657 $319K
DRW Securities, LLC 0.02% Reduce -76.6% 6,628 $318K
Ridge Creek Global, Inc 0.25% No change 6,610 $317K
Cary Street Partners Financial LLC 0.01% Reduce -11.6% 6,599 $316K
AlTi Global, Inc. 0.01% Add +4.0% 6,590 $316K
Hardin Capital Partners, LLC 0.15% Add +1.8% 6,520 $314K
Cromwell Holdings LLC 0.14% Add +48.9% 6,546 $314K
Jim Saulnier & Associates, LLC 0.13% No change 6,544 $314K
Garden State Investment Advisory Services LLC 0.06% New 6,526 $313K
Canal Capital Management, LLC 0.04% Reduce -12.3% 6,524 $313K
Manchester Capital Management LLC 0.04% Reduce -43.9% 6,510 $312K
Rye Brook Capital LLC 0.22% New 6,500 $312K
Resources Management Corp. /CT/ 0.04% Reduce -50.0% 6,500 $312K
Coastal Bridge Advisors, LLC 0.02% Reduce -30.0% 6,495 $311K
NWF Advisory Services Inc. 0.03% Reduce -10.0% 6,476 $310K
First Financial Corp. 0.11% No change 6,470 $310K
Marco Investment Management LLC 0.02% Reduce -1.5% 6,450 $309K
Myriad Asset Management US LP 0.43% New 6,433 $308K
Centaurus Financial, Inc. 0.01% Reduce -83.4% 6,365 $305K
Xponance LLC 0.00% Add +9.8% 6,335 $304K
Ausdal Financial Partners, Inc. 0.01% Add +4.0% 6,315 $303K
Central Pacific Bank - Trust Division 0.03% Add +0.1% 6,306 $302K
S.A. Mason LLC 0.09% Reduce -10.0% 6,278 $301K
Gallagher Capital Advisors, LLC 0.17% Reduce -1.8% 6,224 $298K
Net Worth Advisory Group 0.08% Reduce -12.1% 6,216 $298K
Kovack Advisors, Inc. 0.01% Add +7.5% 6,144 $298K
Eagle Global Advisors LLC 0.01% No change 6,205 $297K
Waldron Private Wealth LLC 0.01% Add +3.5% 6,191 $297K
Magnetar Financial LLC 0.00% Add +4.9% 6,187 $297K
GK Wealth Management LLC 0.18% New 6,182 $296K
Berkeley Capital Partners, LLC 0.06% Add +6.3% 6,115 $293K
Cabot Wealth Management Inc. 0.03% Reduce -36.8% 6,083 $292K
Nykredit A/S 0.00% — 6,026 $289K
Canopy Partners, LLC 0.09% Add +5.4% 6,010 $288K
AXS Investments LLC 0.08% No change 6,000 $288K
Martel Wealth Advisors LLC 0.05% No change 6,000 $288K
Amundi 0.00% New 6,000 $288K
Evergreen Wealth Management, LLC 0.13% Add +5.3% 5,997 $288K
Rosenberg Matthew Hamilton 0.05% Add +55.8% 5,989 $287K
AlphaCore Capital LLC 0.01% Add +11.7% 5,981 $287K
Zuckerman Investment Group, LLC 0.02% Add +0.3% 5,967 $286K
Argos Wealth Advisors, LLC 0.08% No change 5,966 $286K
Mayflower Financial Advisors, LLC 0.02% New 5,962 $286K
HCR Wealth Advisors 0.03% Reduce -22.0% 5,913 $284K
Sivia Capital Partners, LLC 0.03% Reduce -14.9% 5,910 $283K
Sharp Wealth Advisory, LLC 0.13% New 5,900 $283K
Wesbanco Bank Inc. 0.01% Reduce -25.7% 5,887 $282K
Cambria Investment Management, L.P. 0.01% New 5,874 $282K
Prospect Financial Services LLC 0.14% New 5,843 $280K
Schnieders Capital Management, Llc. 0.04% Reduce -25.8% 5,751 $276K
Lockerman Financial Group, Inc. 0.42% No change 5,692 $273K
Investors Asset Management of Georgia Inc. /Ga/ 0.09% New 5,685 $273K
Moneta Group Investment Advisors LLC 0.00% New 5,679 $272K
Insight Advisors, LLC/ PA 0.05% Reduce -14.6% 5,631 $270K
Marshall Financial Group, LLC 0.04% Reduce -84.0% 5,607 $269K
Geneos Wealth Management Inc. 0.01% Add +5.0% 5,580 $267K
Hilltop Holdings Inc. 0.02% Reduce -6.0% 5,545 $266K
Perkins Coie Trust Co 0.04% No change 5,542 $266K
Murphy & Mullick Capital Management Corp 0.16% Reduce -5.2% 5,511 $264K
PMV Capital Advisers, LLC 0.39% Add +3.4% 5,464 $262K
WP Advisors, LLC 0.06% Reduce -19.1% 5,446 $261K
Aspiriant, LLC 0.01% New 5,441 $261K
Mather Group, Llc. 0.00% Add +4.0% 5,432 $260K
Arlington Capital Management, Inc. 0.16% New 5,422 $260K
Hudson Portfolio Management LLC 0.20% New 5,415 $260K
Commonwealth Financial Services, LLC 0.03% New 5,407 $259K
Defined Wealth Management, LLC 0.13% New 5,392 $258K
IPG Investment Advisors LLC 0.04% Add +1.9% 5,386 $258K
SteelPeak Wealth, LLC 0.01% Reduce -4.9% 5,376 $258K
Archford Capital Strategies, LLC 0.03% New 5,358 $257K
CoreCap Advisors, LLC 0.01% Add +4.8% 5,341 $256K
Quantum Financial Partners LLC 0.13% — 5,315 $255K
Elm Partners Management LLC 0.01% New 5,330 $253K
Traveka Wealth, LLC 0.08% New 5,265 $252K
Kentucky Trust Co 0.12% No change 5,250 $252K
Samjo Management, LLC 0.09% New 5,200 $249K
WNY Asset Management, LLC 0.02% Reduce -7.6% 5,198 $249K
Armstrong, Fleming & Moore, Inc 0.08% New 5,173 $248K
Red Wave Investments LLC 0.06% New 5,149 $247K
Keebeck Wealth Management 0.02% New 5,134 $246K
Novare Capital Management LLC 0.02% New 5,123 $246K
Teamwork Financial Advisors, LLC 0.02% Reduce -94.9% 5,091 $244K
Broderick Brian C 0.04% Reduce -8.7% 5,065 $243K
Rakuten Securities, Inc. 0.06% Reduce -82.2% 5,064 $243K
Kroeger Financial Partners 0.23% — 5,062 $243K
STG Securities, LLC 0.26% — 5,059 $243K
Accretive Wealth Partners, LLC 0.06% New 5,045 $242K
Hanson & Doremus Investment Management 0.02% No change 5,000 $240K
Cladis Investment Advisory, LLC 0.11% Reduce -12.3% 5,000 $240K
Ping Capital Management, Inc. 0.08% New 5,000 $240K
Spire Wealth Management 0.01% Reduce -13.7% 4,999 $240K
Calton & Associates, Inc. 0.03% New 4,973 $238K
Telos Capital Management, Inc. 0.02% New 4,968 $238K
Fifth Third Wealth Advisors LLC 0.01% Reduce -12.7% 4,948 $237K
Intrust Bank NA 0.02% New 4,947 $237K
Aberdeen Wealth Management LLC 0.11% New 4,946 $237K
Financial Network Wealth Advisors LLC 0.24% Reduce -3.6% 4,942 $237K
Fortress Private Ledger, LLC 0.06% New 4,940 $237K
Valley National Advisers Inc. 0.03% Reduce -28.3% 4,925 $236K
Indivisible Partners 0.01% New 4,910 $235K
Monte Financial Group, LLC 0.08% New 4,982 $235K
Badgley Phelps Wealth Managers, LLC 0.00% New 4,861 $233K
Affinity Capital Advisors, LLC 0.03% New 4,725 $233K
Larson Financial Group LLC 0.01% Add +32.5% 4,829 $231K
GHP Investment Advisors, Inc. 0.01% Reduce -0.7% 4,826 $231K
Somerville Kurt F 0.06% New 4,825 $231K
Prelude Capital Management, LLC 0.02% New 4,816 $231K
NorthCrest Asset Manangement, LLC 0.01% New 4,719 $231K
Dakota Wealth Management 0.00% New 4,809 $231K
Essex LLC 0.03% New 4,800 $230K
Klingman & Associates, LLC 0.01% New 4,785 $229K
Capital Group Private Client Services, Inc. 0.00% Reduce -60.0% 4,780 $229K
OneAscent Family Office, LLC 0.12% New 4,773 $229K
Everest Financial Group LLC 0.03% Reduce -22.2% 4,766 $228K
Gotham Asset Management 0.00% New 4,758 $228K
Williams Jones Wealth Management, LLC. 0.00% New 4,748 $228K
Smith Thornton Advisors LLC 0.10% New 4,615 $227K
Avise Financial Cooperative, Inc. 0.16% New 4,728 $227K
Ferguson Wellman Capital Management, Inc. 0.00% New 4,727 $227K
CoreFirst Bank & Trust 0.11% No change 4,723 $226K
Cozad Asset Management Inc. 0.01% New 4,680 $224K
Cornerstone Wealth Management, LLC 0.01% New 4,675 $224K
First Manhattan Co. Llc. 0.00% New 4,673 $224K
Fulton Bank, N.A. 0.01% New 4,672 $224K
Valmark Advisers, Inc. 0.00% New 4,638 $222K
Private Trust Co. NA 0.02% Add +2.3% 4,634 $222K
Empower Advisory Group, LLC 0.00% New 4,632 $222K
Dara Capital Us, Inc. 0.15% No change 4,630 $222K
Goldstein Advisors, LLC 0.02% New 4,550 $218K
Hardy Reed LLC 0.01% New 4,546 $218K
Foster Dykema Cabot & Partners, LLC 0.01% No change 4,526 $217K
Sargent Investment Group, LLC 0.03% New 4,524 $217K
KRS Capital Management, LLC 0.10% New 4,510 $216K
Belpointe Asset Management LLC 0.01% New 4,510 $216K
Chancellor Financial Group WB LP 0.13% New 4,500 $216K
Pavaki Capital Management LLC 0.12% No change 4,500 $216K
Walser Wealth Management Company, A Ltd Liability Co 0.09% New 4,499 $216K
55 North Private Wealth, LLC 0.04% New 4,489 $215K
Thrivent Financial for Lutherans 0.00% New 4,460 $214K
Soltis Investment Advisors LLC 0.01% New 4,455 $214K
First Financial Bankshares Inc 0.00% New 4,445 $213K
Peoples Financial Services Corp. 0.09% Reduce -1.9% 4,442 $213K
Range Advisory, LLC 0.03% New 4,440 $213K
Wealthspire Retirement, LLC 0.01% New 4,419 $212K
Family Legacy, Inc. 0.06% Reduce -24.3% 4,417 $212K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +218.5% 4,373 $211K
Capital Square, LLC 0.09% Reduce -23.0% 4,255 $211K
Flputnam Investment Management Co. 0.00% New 4,387 $210K
Winthrop Capital Management, LLC 0.05% Add +6.4% 4,371 $210K
GWN Securities Inc. 0.04% New 4,372 $210K
Centurion Wealth Management LLC 0.05% New 4,370 $209K
Mesirow Financial Investment Management, Inc. 0.00% New 4,357 $209K
Burns J W & Co. Inc. 0.02% New 4,350 $209K
Keystone Financial Group 0.01% New 4,320 $207K
Painted Porch Advisors LLC 0.09% New 4,312 $207K
Mission Creek Capital Partners, Inc. 0.04% New 4,300 $206K
Seven Mile Advisory 0.14% New 4,295 $206K
Aljian Capital Management, LLC 0.04% New 4,294 $206K
Allen Wealth Management, LLC 0.10% New 4,272 $205K
Signet Private Wealth LLC 0.16% New 4,268 $205K
Gen-Wealth Partners Inc 0.06% Reduce -46.0% 4,264 $204K
Gambit Capital Management, LLC 0.12% New 4,260 $204K
B. Riley Wealth Advisors, Inc. 0.01% New 4,224 $204K
Silverlake Wealth Management LLC 0.04% New 4,249 $204K
Xxi Wealth, LLC 0.09% New 4,238 $203K
Congress Park Capital LLC 0.05% New 4,225 $203K
CENTRAL TRUST Co 0.00% Reduce -3.3% 4,201 $201K
Trifecta Capital Advisors, LLC 0.02% No change 4,016 $193K
Key Financial Inc 0.03% No change 3,872 $186K
Curat Global, LLC 0.15% No change 3,830 $184K
Purpose Unlimited Inc. 0.01% Reduce -9.1% 3,739 $179K
Keating Financial Advisory Services, Inc. 0.02% Reduce -10.6% 3,661 $176K
Colonial Trust Advisors 0.01% Reduce -11.9% 3,581 $172K
Webster Bank, N. A. 0.01% Reduce -19.9% 3,402 $163K
Westside Investment Management, Inc. 0.02% Reduce -25.9% 3,284 $157K
Ancora Advisors LLC 0.00% Reduce -3.4% 3,102 $149K
Center for Financial Planning, Inc. 0.01% No change 3,079 $148K
Transamerica Financial Advisors, LLC 0.01% Add +131.2% 3,049 $146K
Alpine Bank Wealth Management 0.02% New 3,000 $144K
First Horizon Corp. 0.01% Add +131.5% 2,935 $141K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -34.8% 2,931 $141K
Adkins Seale Capital Management LLC 0.12% Add +1561.5% 2,891 $139K
Miller Global Investments, LLC 0.11% No change 2,831 $136K
BOK Financial Private Wealth, Inc. 0.01% Add +8.1% 2,829 $136K
NFSG Corp 0.02% Reduce -40.7% 2,803 $134K
Byrne Asset Management LLC 0.07% No change 2,785 $134K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 2,780 $133K
Boreal Capital Management LLC 0.11% Reduce -52.6% 2,751 $132K
Cary Street Partners Investment Advisory LLC 0.03% Add +113.9% 2,731 $131K
Parkside Financial Bank & Trust 0.01% Add +13.1% 2,436 $117K
AdvisorNet Financial, Inc 0.01% Reduce -2.5% 2,374 $114K
Salomon & Ludwin, LLC 0.01% Reduce -18.1% 2,189 $107K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -76.8% 2,212 $106K
Pingora Partners LLC 0.06% Add +22.2% 2,200 $105K
KERR FINANCIAL PLANNING Corp 0.12% Add +19.4% 2,150 $103K
HM Payson & Co. 0.00% Add +76.7% 2,131 $102K
Westerkirk Capital Inc. 0.01% No change 2,128 $102K
Owl Creek Wealth Partners LLC 0.03% Add +85.6% 2,116 $101K
General Partner, Inc. 0.05% No change 2,080 $100K
Parvin Asset Management, LLC 0.08% No change 2,015 $97K
Avalon Trust Co 0.01% No change 2,000 $96K
Strategic Wealth Partners, Ltd. 0.01% Reduce -0.1% 1,996 $96K
Golden State Wealth Management, LLC 0.01% Add +160.8% 1,985 $95K
Dunhill Financial, LLC 0.02% Add +265.2% 1,972 $95K
Asset Dedication, LLC 0.01% Add +19.9% 1,924 $92K
Silver Grove Financial Group, Inc. 0.05% New 1,900 $91K
Havemeyer Place LP 0.01% New 1,870 $90K
Fiduciary Financial Advisors 0.01% New 1,850 $88K
Hollencrest Capital Management 0.01% No change 1,841 $88K
Wellington-Altus USA Inc. 0.06% New 2,400 $88K
Cassaday & Co Wealth Management LLC 0.00% Add +45.1% 1,767 $85K
Aventura Private Wealth, LLC 0.03% Reduce -5.6% 1,760 $84K
Corient IA LP 0.08% Reduce -62.2% 1,750 $84K
Hilltop National Bank 0.02% No change 1,716 $82K
Laurion Capital Management LP 0.01% New 1,692 $81K
Ameriflex Group, Inc. 0.03% Add +74.2% 1,684 $81K
JNBA Financial Advisors 0.01% No change 1,676 $80K
TFC Financial Management, Inc. 0.01% Reduce -46.6% 1,619 $78K
Bellecapital International Ltd. 0.01% New 1,611 $77K
Independence Bank of Kentucky 0.01% Reduce -5.9% 1,600 $77K
Activest Wealth Management 0.01% Reduce -74.7% 1,596 $76K
Union Savings Bank 0.03% Add +27.4% 1,595 $76K
N.E.W. Advisory Services LLC 0.01% Reduce -25.0% 1,586 $76K
WPG Advisers, LLC 0.04% Add +280.1% 1,585 $76K
Brentview Investment Management LLC 0.03% Reduce -32.4% 1,579 $76K
SHP Wealth Management 0.01% Add +19.8% 1,574 $75K
Princeton Global Asset Management LLC 0.01% Reduce -31.8% 1,573 $75K
Truvestments Capital LLC 0.01% Reduce -41.6% 1,527 $73K
Compound Global Advisors, LLC 1.78% New 1,500 $72K
Philadelphia Investment Partners, LLC 0.04% Add +1.4% 1,486 $71K
City State Bank 0.02% No change 1,440 $69K
Elequin Capital, LP 0.01% Reduce -54.6% 1,417 $68K
First Command Advisory Services, Inc. 0.00% Add +281.1% 1,395 $67K
Cornerstone Planning Group LLC 0.01% Add +30.9% 1,378 $66K
Kingdom Financial Group LLC. 0.02% Reduce -4.7% 1,374 $66K
Crewe Advisors LLC 0.00% Reduce -6.2% 1,372 $66K
McDonald Partners LLC 0.02% New 1,347 $65K
Barrett & Company, Inc. 0.02% Add +11.3% 1,323 $63K
Gilpin Wealth Management, LLC 0.04% No change 1,309 $63K
S&T Bank 0.02% Reduce -9.1% 1,300 $62K
Ares Financial Consulting, LLC 0.04% No change 1,270 $61K
North Star Investment Management Corp. 0.00% Add +30.4% 1,260 $60K
Lodestone Wealth Management LLC 0.02% Reduce -1.5% 1,241 $59K
Sunrise Financial Services, LLC 0.03% Reduce -1.6% 1,190 $57K
True Wealth Design, LLC 0.01% Add +44.3% 1,186 $57K
IFG Advisory, LLC 0.00% New 1,180 $57K
FNY Investment Advisers, LLC 0.02% Reduce -46.5% 1,140 $54K
Vanguard National Trust Co 0.00% No change 1,118 $54K
Investment Research & Advisory Group, Inc. 0.02% No change 1,115 $53K
MCF Advisors LLC 0.00% Reduce -65.9% 1,083 $52K
Washington Trust Advisors, Inc. 0.00% Reduce -0.1% 1,079 $52K
Heritage Wealth Advisors 0.00% No change 1,050 $50K
Nisa Investment Advisors, LLC 0.00% Reduce -54.4% 1,020 $49K
Tsfg, LLC 0.01% Add +10.2% 992 $48K
Bruce G. Allen Investments, LLC 0.03% Add +10.4% 987 $47K
Glen Eagle Advisors, LLC 0.01% Reduce -19.2% 953 $46K
Frazier Financial Advisors, LLC 0.02% Reduce -33.4% 935 $45K
Markowski Investments 0.01% — 899 $43K
Colonial Trust Co / SC 0.01% Add +23.5% 899 $43K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 895 $43K
Kennebec Savings Bank 0.03% No change 892 $43K
Entrust Financial LLC 0.03% No change 874 $42K
Tradewinds Capital Management, LLC 0.01% Reduce -82.1% 870 $42K
Bogart Wealth, LLC 0.00% Add +3.2% 868 $42K
Pinnacle Bancorp, Inc. 0.01% Add +23.1% 852 $41K
Provenance Wealth Advisors, LLC 0.00% No change 841 $40K
Medallion Wealth Advisors, LLC 0.01% Add +15.5% 820 $39K
Align Financial, LLC 0.02% No change 812 $39K
Tidemark, LLC 0.01% Add +8.2% 808 $39K
Community Bank, N.A. 0.00% No change 806 $39K
SRH Advisors, LLC 0.01% No change 800 $38K
Solstein Capital, LLC 0.01% No change 794 $38K
Continuum Advisory, LLC 0.00% New 788 $38K
Quent Capital, LLC 0.00% Add +6.6% 774 $37K
Plante Moran Financial Advisors, LLC 0.00% Add +77.1% 735 $35K
Armstrong Advisory Group, Inc. 0.00% Add +521.7% 715 $34K
Trust Co. of Toledo NA 0.00% No change 700 $34K
Gables Capital Management Inc. 0.01% Reduce -62.0% 675 $32K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -5.6% 675 $32K
Rossby Financial, LCC 0.01% Add +37.3% 662 $32K
WealthCollab, LLC 0.01% Add +55.8% 656 $31K
Zions Bancorporation, National Association 0.00% Reduce -53.3% 644 $31K
Manitou Investment Management Ltd. 0.01% Reduce -44.5% 643 $31K
Gill Capital Partners, LLC 0.01% No change 621 $30K
Oakworth Capital, Inc. 0.00% No change 619 $30K
Financial Life Planners 0.02% Add +2.3% 617 $30K
GW&K Investment Management, LLC 0.00% Add +0.2% 601 $29K
Kozak & Associates, Inc. 0.01% No change 593 $29K
Hager Investment Management Services, LLC 0.01% Reduce -12.0% 602 $29K
Costello Asset Management, INC 0.01% No change 600 $29K
Granite FO LLC 0.01% No change 590 $28K
TrinityBridge Ltd 0.00% No change 570 $27K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 561 $27K
Maseco LLP 0.00% Add +18.7% 559 $27K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -3.3% 531 $25K
JPL Wealth Management, LLC 0.01% Add +32.8% 526 $25K
Johnson Financial Group, Inc. 0.00% Add +75.0% 525 $25K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +40.1% 524 $25K
Highline Wealth Partners LLC 0.01% Add +5.0% 520 $25K
American National Bank & Trust 0.00% No change 513 $25K
Allianz SE 0.00% No change 506 $24K
Godfrey Financial Associates, Inc. 0.02% Add +2.4% 505 $24K
Chelsea Counsel Co. 0.01% No change 500 $24K
Kilter Group LLC 0.01% Add +234.7% 492 $24K
Indiana Trust & Investment Management Co 0.01% No change 491 $24K
JFS Wealth Advisors, LLC 0.00% Reduce -20.4% 483 $23K
Bell Investment Advisors, Inc 0.00% Add +81.1% 478 $23K
Caldwell Sutter Capital, Inc. 0.01% Add +17.2% 477 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 472 $23K
Glass Jacobson Investment Advisors llc 0.01% No change 470 $23K
POM Investment Strategies, LLC 0.02% No change 454 $22K
Kelly Lawrence W & Associates Inc. 0.00% No change 450 $22K
Private Wealth Asset Management, LLC 0.00% No change 444 $21K
Lavaca Capital LLC 0.00% Reduce -47.6% 440 $21K
Roble, Belko & Company, Inc 0.00% No change 428 $21K
CX Institutional 0.00% No change 444 $21K
Blume Capital Management, Inc. 0.00% No change 437 $21K
Pension & Wealth Management Advisors, Inc. 0.01% New 430 $21K
J.Safra Asset Management Corp 0.00% Reduce -8.2% 428 $21K
Citizens National Bank Trust Department 0.00% Add +40.0% 420 $20K
Quaker Wealth Management, LLC 0.01% Add +93.0% 415 $20K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -22.5% 414 $20K
West Branch Capital LLC 0.00% Add +426.9% 411 $20K
Signature Equity Partners, LLC 0.01% Reduce -73.8% 411 $20K
United Financial Planning Group LLC 0.01% New 409 $20K
Atwood & Palmer Inc. 0.00% Reduce -18.0% 400 $19K
Physician Wealth Advisors, Inc. 0.00% Add +20.7% 396 $19K
Synergy Investment Management, LLC 0.00% Add +827.5% 371 $19K
Triumph Capital Management 0.00% Add +84.3% 365 $17K
Raffa Wealth Management, LLC 0.00% Add +9.0% 365 $17K
Cornerstone Financial Management LLC 0.01% Add +116.6% 353 $17K
Albion Financial Group 0.00% Reduce -7.8% 353 $17K
Basepoint Wealth LLC 0.01% Add +2.3% 351 $17K
VSM Wealth Advisory, LLC 0.00% No change 350 $17K
Tiaa Trust, National Association 0.00% Reduce -96.1% 343 $16K
Ogorek Anthony Joseph /NY/ 0.00% No change 340 $16K
NorthAvenue LLC 0.01% No change 331 $16K
IAG Wealth Partners, LLC 0.00% No change 326 $16K
SJS Investment Consulting Inc. 0.00% Add +113.3% 320 $15K
Disciplina Capital Management LLC 0.00% Reduce -23.8% 317 $15K
MTM Investment Management, LLC 0.00% No change 300 $14K
Caitlin John, LLC 0.01% No change 299 $14K
Hilton Head Capital Partners, LLC 0.01% Reduce -38.5% 296 $14K
Avion Wealth 0.00% Add +48.8% 305 $14K
Stance Capital LLC 0.00% No change 289 $14K
Vision Retirement, LLC 0.00% No change 286 $14K
Financial Management Professionals, Inc. 0.00% Add +17.1% 281 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 275 $13K
Compass Financial Management LLC 0.00% — 298 $13K
Financial Consulate, Inc. 0.00% Add +136.2% 274 $13K
Pacific Center for Financial Services 0.00% No change 270 $13K
Addison Advisors LLC 0.01% Reduce -86.5% 261 $13K
MPWM Advisory Solutions, LLC 0.01% No change 260 $12K
Piscataqua Savings Bank 0.01% No change 250 $12K
Bullock Wealth Management Group 0.01% No change 245 $12K
Principia Wealth Advisory, LLC 0.01% Add +43.1% 249 $12K
MidFirst Bank 0.00% No change 241 $12K
Bank & Trust Co 0.01% No change 233 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 224 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +2.3% 223 $11K
Valued Wealth Advisors LLC 0.00% No change 221 $11K
Elevation Wealth Partners, LLC 0.00% Add +257.4% 218 $10K
TD Capital Management LLC 0.00% Add +2.4% 217 $10K
Archer Investment Corp 0.00% Add +2.5% 209 $10K
Spectrum Wealth Advisory Group, LLC 0.00% New 205 $10K
PFS Partners, LLC 0.00% No change 200 $10K
Graney & King, LLC 0.00% No change 200 $10K
Orion Capital Management LLC 0.00% No change 200 $10K
Delta Asset Management LLC 0.00% Add +100.0% 200 $10K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 199 $10K
Arlington Trust Co LLC 0.00% No change 197 $9K
Vanguard Advisers Inc. 0.00% New 196 $9K
YANKCOM Partnership 0.00% No change 190 $9K
Alerus Financial NA 0.00% No change 186 $9K
Copeland Capital Management, LLC 0.00% No change 186 $9K
Retirement Wealth Solutions LLC 0.00% Add +9.7% 181 $9K
Creative Financial Designs Inc. 0.00% Reduce -84.6% 176 $8K
Acumen Wealth Advisors, LLC 0.00% Reduce -99.2% 175 $8K
Aspect Partners, LLC 0.00% Add +3.8% 166 $8K
Benson Wealth Management INC 0.01% No change 163 $8K
Pacifica Partners Inc. 0.00% No change 153 $8K
NBH Bank 0.00% — 160 $8K
Prestige Wealth Management Group LLC 0.00% No change 159 $8K
MV Capital Management, Inc. 0.00% Add +7.5% 158 $8K
Manning & Napier Advisors LLC 0.00% Reduce -99.9% 156 $8K
Greykasell Wealth Strategies, Inc. 0.00% Reduce -93.2% 154 $7K
Hughes Financial Services, LLC 0.00% No change 152 $7K
Turim 21 Investimentos Ltda. 0.00% No change 151 $7K
Westfuller Advisors, LLC 0.00% Add +2.0% 150 $7K
Buck Wealth Strategies, LLC 0.00% New 150 $7K
Tripletail Wealth Management, LLC 0.01% Reduce -17.1% 131 $7K
American Capital Advisory, LLC 0.00% Add +191.1% 131 $6K
IMA Advisory Services, Inc. 0.00% Add +52.3% 131 $6K
Dorato Capital Management 0.00% No change 126 $6K
CVA Family Office, LLC 0.00% Reduce -43.5% 130 $6K
Whipplewood Advisors, LLC 0.00% Reduce -92.6% 124 $6K
Cape Investment Advisory, Inc. 0.00% New 122 $6K
Bravera Wealth 0.00% No change 121 $6K
Newton One Investments LLC 0.00% No change 115 $6K
RMG Wealth Management LLC 0.00% New 116 $5K
Nemes Rush Group LLC 0.00% No change 106 $5K
First United Bank & Trust 0.00% No change 105 $5K
Centerpoint Advisors, LLC 0.00% Reduce -71.4% 100 $5K
First PREMIER Bank 0.00% No change 100 $5K
Capital Analysts, LLC 0.00% Reduce -14.5% 100 $5K
Marshall Investment Management, LLC 0.00% New 103 $5K
Stone House Investment Management, LLC 0.00% Reduce -94.9% 103 $5K
Gold Investment Management Ltd. 0.00% No change 100 $5K
Strategic Investment Solutions, Inc. 0.00% No change 100 $5K
SOA Wealth Advisors, LLC. 0.00% Reduce -49.2% 100 $5K
Pittenger & Anderson Inc. 0.00% No change 100 $5K
1620 Investment Advisors, Inc. 0.00% No change 96 $5K
Fourth Dimension Wealth, LLC 0.00% Add +45.5% 96 $5K
Atlatl Advisers LLC 0.00% New 96 $5K
SWAN Capital LLC 0.00% No change 95 $5K
Vermillion Wealth Management, Inc. 0.00% No change 95 $5K
HHM Wealth Advisors, LLC 0.00% No change 90 $4K
West Paces Advisors Inc. 0.00% New 85 $4K
PlanVest Financial, Inc 0.00% No change 84 $4K
Forum Finance Group S.A. 0.00% No change 103 $4K
Baillie Gifford & Co. 0.00% No change 82 $4K
Montag A & Associates Inc. 0.00% Add +22.4% 82 $4K
Hoey Investments, Inc. 0.00% Add +19.1% 81 $4K
Western Pacific Wealth Management, LP 0.00% No change 80 $4K
Essential Partners LLC 0.00% Add +59.6% 75 $4K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% No change 73 $4K
Winch Advisory Services, LLC 0.00% Add +294.4% 71 $3K
Barnes Dennig Private Wealth Management LLC 0.00% No change 68 $3K
Peterson Wealth Management 0.00% New 65 $3K
Fairman Group, LLC 0.00% No change 63 $3K
NFJ Investment Group, LLC 0.00% No change 63 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 70 $3K
Smithfield Trust Co 0.00% No change 68 $3K
Highland Investment Advisors LLC 0.00% — 61 $3K
Elevated Capital Advisors, LLC 0.00% No change 61 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $3K
Bellevue Asset Management, LLC 0.00% No change 58 $3K
Evolution Wealth Management Inc. 0.00% New 57 $3K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 54 $3K
GoalVest Advisory LLC 0.00% No change 51 $2K
City Holding Co. 0.00% No change 51 $2K
Hamrick Investment Counsel, llc 0.00% Reduce -44.4% 50 $2K
Caldwell Trust Co 0.00% Reduce -77.3% 50 $2K
Horizon Investments, LLC 0.00% Reduce -94.7% 50 $2K
Federated Hermes, Inc. 0.00% No change 46 $2K
Dogwood Wealth Management LLC 0.00% No change 44 $2K
Proathlete Wealth Management LLC 0.00% Add +22.9% 43 $2K
Hartford Financial Management Inc. 0.00% No change 42 $2K
Riverview Trust Co 0.00% No change 42 $2K
Southern Michigan Bank & Trust 0.00% No change 42 $2K
CKW Financial Group 0.00% No change 50 $2K
RHL Group, LLC 0.00% New 41 $2K
Leo H. Evart, Inc. 0.00% No change 39 $2K
Mosley Wealth Management 0.00% Reduce -9.3% 39 $2K
St. Johns Investment Management Company, LLC 0.00% No change 38 $2K
Country Trust Bank 0.00% No change 38 $2K
Chesapeake Asset Management LLC 0.00% New 35 $2K
Nvwm, LLC 0.00% No change 32 $2K
Aviso Financial Inc. 0.00% Reduce -96.0% 32 $2K
Monetary Solutions, Ltd 0.00% New 28 $1K
Game Plan Financial Advisors, LLC 0.00% New 23 $1K
Breakwater Investment Management 0.00% New 22 $1K
Horrell Capital Management, Inc. 0.00% Reduce -71.4% 20 $1K
Coston, McIsaac & Partners 0.00% No change 40 $1K
Noble Wealth Management PBC 0.00% New 20 $959
Key Capital Management, INC 0.00% Reduce -57.1% 18 $863
Abound Wealth Management 0.00% Reduce -38.5% 16 $768
Olistico Wealth, LLC 0.00% No change 16 $767
Bank of New Hampshire 0.00% No change 15 $719
Anchor Bay Capital, Inc. 0.00% — 11 $526
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 10 $480
Robinswood Financial LLC 0.00% No change 10 $479
Beacon Capital Management, Inc. 0.00% No change 10 $479
Nvest Wealth Strategies, Inc. 0.00% No change 9 $432
Richardson Financial Services Inc. 0.00% Reduce -57.9% 8 $384
Hurley Capital, LLC 0.00% No change 6 $288
LM Advisors LLC 0.00% New 4,655 $223
McGuire Capital Advisors Inc. 0.00% No change 1 $48
Tounjian Advisory Partners, LLC 0.00% New 1 $36

"% of holder's portfolio" is NVO's weight in each manager's 13F, not the share of Novo-Nordisk A/S-Spons ADR the manager owns.