Old Republic IntlORI

13F holders, Q2 2025 (June 30)
647holders +40
89new positions
54sold out
8famous investors
$38.43avg. 13F price*

At the end of Q2 2025, 647 institutions reported holding Old Republic Intl Corp. (ORI) in their 13F filings, up 40 from Q1 2025. 89 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($974.3M) and State Street Corp. ($424.1M). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Old Republic Intl Corp.
CUSIP
680223104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 513Q1 2024Q2 2024: 517Q2 2024Q3 2024: 571Q3 2024Q4 2024: 586Q4 2024Q1 2025: 607Q1 2025Q2 2025: 647Q2 2025Q3 2025: 655Q3 2025Q4 2025: 686Q4 2025Q1 2026: 660Q1 2026Q2 2026: 657Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$93.8M
Exits54$79.5M

All 13F filers, Q1 2025 → Q2 2025: 12,798,926 shares bought and 8,063,475 shares sold, net +4,735,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 647 holders

BlackRock, Inc. 0.02% Add +0.9% 27,773,122 $1.1B
Vanguard Group Inc. 0.02% Add +0.2% 25,346,844 $974.3M
State Street Corp. 0.02% Reduce -1.3% 11,031,823 $424.1M
Victory Capital Management Inc. 0.26% Add +2.0% 10,177,486 $391.2M
Dimensional Fund Advisors LP 0.06% Reduce -7.1% 6,600,706 $253.7M
AQR Capital Management 0.18% Add +55.7% 5,779,156 $221.5M
Hamlin Capital Management, LLC 4.63% Add +0.3% 5,207,228 $200.2M
Geode Capital Management, LLC 0.01% Reduce -1.9% 4,039,089 $155.3M
Northern Trust Corp. 0.02% Reduce -12.6% 3,105,805 $119.4M
Bank of New York Mellon Corp 0.02% Add +3.1% 3,009,780 $115.7M
Norges Bank 0.01% Add +3.9% 2,993,519 $115.1M
FMR LLC 0.01% Reduce -26.7% 2,897,709 $111.4M
LSV Asset Management 0.24% Add +43.7% 2,702,316 $103.9M
Morgan Stanley 0.01% Reduce -1.4% 2,582,323 $99.3M
Invesco Ltd. 0.02% Reduce -0.4% 2,512,006 $96.6M
Charles Schwab Investment Management Inc. 0.01% Add +21.5% 2,060,505 $79.2M
Raymond James Financial Inc. 0.03% Add +1.4% 2,060,289 $79.2M
Miller Howard Investments Inc. 2.46% Add +0.1% 2,020,989 $77.7M
First Trust Advisors LP 0.06% Add +60.8% 1,785,774 $68.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +8.0% 1,656,723 $63.7M
Captrust Financial Advisors 0.14% Add +4.5% 1,614,643 $62.1M
GW&K Investment Management, LLC 0.51% Add +2.2% 1,468,086 $56.4M
Goldman Sachs Group Inc. 0.01% Reduce -8.3% 1,461,273 $56.2M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -18.1% 1,353,428 $52.0M
Royal Bank of Canada 0.01% Add +51.9% 1,192,371 $45.8M
M&T Bank Corp 0.14% Reduce -1.7% 1,030,911 $39.6M
TCTC Holdings, LLC 1.22% Reduce -0.0% 990,029 $38.1M
Millennium Management 0.03% Add +26.3% 942,778 $36.2M
JPMorgan Chase & Co. 0.00% Add +4.1% 922,229 $35.5M
Systematic Financial Management LP 0.93% Add +0.8% 910,572 $35.0M
California Public Employees Retirement System 0.02% Reduce -19.6% 881,661 $33.9M
ProShare Advisors LLC 0.07% Add +2.7% 873,050 $33.6M
Franklin Resources Inc. 0.01% Add +21.3% 846,141 $32.5M
Macquarie Group Ltd. 0.04% Add +235.9% 805,667 $31.0M
North Star Investment Management Corp. 2.09% Add +0.3% 777,630 $29.9M
Nuveen, LLC 0.01% Reduce -7.0% 755,239 $29.0M
Qube Research & Technologies Ltd 0.04% New 709,921 $27.3M
Allianz Asset Management GmbH 0.04% Add +30.1% 696,600 $26.8M
Gotham Asset Management 0.15% Add +30.3% 655,627 $25.2M
Rhumbline Advisers 0.02% Reduce -3.9% 635,664 $24.4M
Brandywine Global Investment Management, LLC 0.17% Reduce -0.9% 630,231 $24.2M
Wealth Enhancement Advisory Services, LLC 0.04% Add +7.5% 634,244 $24.1M
Crawford Investment Counsel Inc. 0.42% Reduce -4.2% 624,716 $24.0M
Retirement Systems of Alabama 0.08% Reduce -1.0% 579,622 $22.3M
Ritholtz Wealth Management 0.49% Reduce -1.3% 578,220 $22.2M
UBS Group AG 0.00% Reduce -18.7% 576,527 $22.2M
Bank of America Corp. 0.00% Add +21.6% 570,966 $21.9M
DDD Partners, LLC 2.27% Reduce -11.1% 551,785 $21.2M
Citadel Advisors 0.02% Add +810.0% 547,477 $21.0M
Legal & General Group Plc 0.01% Reduce -2.1% 519,637 $20.0M
Ameriprise Financial Inc. 0.00% Reduce -4.1% 518,629 $19.9M
Principal Financial Group Inc. 0.01% Reduce -3.9% 515,640 $19.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.13% Reduce -0.2% 502,061 $19.3M
Nordea Investment Management AB 0.02% Add +0.3% 472,546 $18.0M
Swiss National Bank 0.01% Reduce -3.9% 448,600 $17.2M
Man Group plc 0.04% Add +2.3% 444,985 $17.1M
US Bancorp \de 0.02% Reduce -0.7% 435,756 $16.8M
Voya Investment Management LLC 0.02% Reduce -6.3% 422,614 $16.2M
HRT Financial LP 0.07% Add +258.6% 414,900 $15.9M
Jacobs Levy Equity Management, Inc. 0.06% Add +19.4% 412,658 $15.9M
Baird Financial Group, Inc. 0.03% Reduce -5.4% 402,439 $15.5M
Regions Financial Corp. 0.10% Reduce -0.4% 387,805 $14.9M
AE Wealth Management LLC 0.11% Add +1087.3% 376,275 $14.5M
Quantinno Capital Management LP 0.06% Add +40.4% 373,568 $14.4M
Thompson Siegel & Walmsley LLC 0.23% Add +3.5% 348,769 $13.4M
LPL Financial LLC 0.00% Add +19.0% 346,551 $13.3M
Edgestream Partners, L.P. 0.35% Add +48.8% 327,375 $12.6M
Paradiem, LLC 3.12% Add +1.8% 321,403 $12.4M
CHURCHILL MANAGEMENT Corp 0.13% Reduce -2.3% 320,694 $12.3M
Alliancebernstein L.P. 0.00% Reduce -1.4% 309,866 $11.9M
Ieq Capital, LLC 0.07% Add +152.7% 308,084 $11.8M
Robeco Institutional Asset Management B.V. 0.02% Add +0.1% 304,397 $11.7M
Tudor Investment Corporation 0.09% Add +10.2% 303,467 $11.7M
First Eagle Investment Management, LLC 0.02% Reduce -11.7% 285,374 $11.0M
Leith Wheeler Investment Counsel Ltd. 0.77% Reduce -2.6% 282,507 $10.9M
New York State Teachers Retirement System 0.02% Reduce -0.2% 274,359 $10.5M
Cubist Systematic Strategies, LLC 0.11% Add +50.0% 261,203 $10.0M
Sei Investments Co. 0.01% Add +75.9% 257,210 $9.9M
T. Rowe Price Associates Inc. 0.00% Add +5.4% 252,905 $9.7M
Envestnet Asset Management Inc. 0.00% Add +0.5% 246,045 $9.5M
Dark Forest Capital Management LP 0.37% Reduce -9.2% 242,296 $9.3M
State Board of Administration of Florida Retirement System 0.02% Add +0.4% 240,078 $9.2M
Teacher Retirement System of Texas 0.04% Add +4.2% 238,847 $9.2M
Capital Fund Management S.A. 0.10% Reduce -7.7% 236,115 $9.1M
California State Teachers Retirement System 0.01% Reduce -0.2% 226,067 $8.7M
Hennessy Advisors Inc. 0.29% New 223,998 $8.6M
Cyndeo Wealth Partners, LLC 0.49% Add +5.2% 215,603 $8.3M
Barclays PLC 0.00% Add +66.1% 212,807 $8.2M
Dupree Financial Group, LLC 3.21% Add +1.1% 211,706 $8.1M
Bogart Wealth, LLC 0.35% Add +1.1% 211,175 $8.1M
Heartland Advisors Inc. 0.44% Reduce -35.6% 207,146 $8.0M
Focus Partners Wealth 0.02% Reduce -0.3% 205,554 $7.9M
State of Alaska, Department of Revenue 0.08% Reduce -0.9% 193,137 $7.4M
NFC Investments, LLC 2.06% Reduce -0.2% 187,500 $7.2M
Commonwealth Equity Services, LLC 0.01% Reduce -2.1% 187,194 $7.2M
American Century Companies Inc. 0.00% Add +2.5% 177,866 $6.8M
Fuller & Thaler Asset Management, Inc. 0.02% Add +43.8% 176,115 $6.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.3% 174,795 $6.7M
PNC Financial Services Group, Inc. 0.00% Add +1.0% 174,458 $6.7M
Los Angeles Capital Management LLC 0.02% Add +2198.9% 171,409 $6.6M
Intech Investment Management LLC 0.06% Add +32.5% 170,104 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.0% 168,980 $6.5M
Van Eck Associates Corp. 0.01% New 166,692 $6.4M
Mariner, LLC 0.01% Add +54.2% 166,077 $6.4M
Natixis 0.03% New 162,337 $6.2M
Wells Fargo & Company 0.00% Add +40.8% 159,836 $6.1M
Susquehanna Portfolio Strategies, LLC 0.13% New 157,766 $6.1M
O'shaughnessy Asset Management, LLC 0.04% Reduce -4.2% 156,452 $6.0M
Orca Wealth Management, LLC 5.00% Add +0.3% 154,328 $5.9M
Viking Fund Management LLC 0.79% Reduce -25.0% 150,000 $5.8M
HSBC Holdings PLC 0.00% Reduce -19.7% 149,328 $5.7M
New York State Common Retirement Fund 0.01% Reduce -0.6% 148,654 $5.7M
Rodgers Brothers Inc. 0.72% Add +108.2% 148,325 $5.7M
Woodmont Investment Counsel LLC 0.35% Add +8.0% 139,396 $5.4M
Brevan Howard Capital Management LP 0.06% Add +14.8% 138,994 $5.3M
Thrivent Financial for Lutherans 0.01% Reduce -0.9% 133,521 $5.1M
Osaic Holdings, Inc. 0.01% Add +19.3% 132,627 $5.1M
Guggenheim Capital LLC 0.04% Reduce -9.7% 128,194 $4.9M
GMO 0.01% Add +423.3% 125,785 $4.8M
Cetera Investment Advisers 0.01% Reduce -0.4% 124,980 $4.8M
Redwood Investment Management, LLC 0.50% Reduce -3.1% 123,581 $4.8M
Bridgewater Associates 0.02% Reduce -57.7% 122,831 $4.7M
MetLife Investment Management, LLC 0.03% Reduce -5.4% 122,463 $4.7M
Magnetar Financial LLC 0.02% New 122,187 $4.7M
Assetmark, Inc. 0.01% Reduce -3.2% 121,179 $4.7M
CIBC Private Wealth Group LLC 0.01% Add +7.7% 118,877 $4.6M
Horizon Investments, LLC 0.07% Add +170497.1% 116,006 $4.5M
Mutual of America Capital Management LLC 0.05% Reduce -5.8% 113,083 $4.3M
Ameritas Investment Partners, Inc. 0.14% Reduce -2.5% 111,605 $4.3M
Interval Partners, LP 0.10% Reduce -70.0% 109,377 $4.2M
Engineers Gate Manager LP 0.05% Reduce -20.5% 108,254 $4.2M
Treasurer of the State of North Carolina 0.01% Add +0.6% 106,750 $4.1M
Woodley Farra Manion Portfolio Management Inc. 0.19% Add +1.4% 105,693 $4.1M
State of Tennessee, Department of Treasury 0.01% No change 105,507 $4.1M
Citigroup Inc. 0.00% Add +0.1% 105,126 $4.0M
Amalgamated Bank 0.03% Reduce -2.0% 104,751 $4.0M
Providence Capital Advisors, LLC 0.74% Add +38.0% 104,638 $4.0M
AlphaQuest LLC 0.39% Reduce -2.6% 102,049 $3.9M
Janus Henderson Group PLC 0.00% Reduce -4.4% 101,903 $3.9M
Integrated Wealth Concepts LLC 0.04% Add +13.6% 100,782 $3.9M
Third Avenue Management LLC 0.78% Reduce -70.7% 98,535 $3.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +46.6% 95,628 $3.7M
Bank & Trust Co 2.87% Add +0.3% 94,222 $3.6M
Comerica Bank 0.01% Reduce -4.4% 94,146 $3.6M
Cwm, LLC 0.01% Add +99.8% 92,979 $3.6M
Janney Montgomery Scott LLC 0.01% Add +0.3% 91,880 $3.5M
Creative Planning 0.00% Add +4.5% 91,718 $3.5M
Nebula Research & Development LLC 0.30% Add +62.6% 91,375 $3.5M
CoreCap Advisors, LLC 0.14% Add +9.1% 90,131 $3.5M
Burney Co./ 0.12% Add +0.3% 89,901 $3.5M
Illinois Municipal Retirement Fund 0.05% Add +14.0% 89,687 $3.4M
Fca Corp. 1.03% Add +0.1% 89,072 $3.4M
Delta Asset Management LLC 0.29% Reduce -2.0% 88,030 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.0% 87,257 $3.4M
Susquehanna Fundamental Investments, LLC 0.09% Reduce -15.7% 86,735 $3.3M
STRS Ohio 0.01% Add +6.0% 84,973 $3.3M
Jane Street Group, LLC 0.01% Reduce -50.8% 84,445 $3.2M
Russell Investments Group, Ltd. 0.00% Reduce -5.4% 83,981 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -4.1% 82,068 $3.2M
Cherokee Insurance Co 1.38% No change 82,000 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% No change 81,719 $3.1M
Agf Management Ltd. 0.01% Add +11.1% 80,894 $3.1M
Prudential Financial Inc. 0.00% Add +16.8% 80,410 $3.1M
Corient Private Wealth LP 0.00% Add +3.5% 79,891 $3.1M
PARK CIRCLE Co 2.60% No change 79,000 $3.0M
Uncommon Cents Investing LLC 0.81% Add +4.6% 78,984 $3.0M
DekaBank Deutsche Girozentrale 0.01% No change 78,568 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +3.7% 77,051 $3.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +128.0% 76,658 $2.9M
Public Employees Retirement System of Ohio 0.01% Reduce -0.8% 76,386 $2.9M
Caisse Des Depots Et Consignations 0.12% Reduce -4.5% 75,768 $2.9M
Cerity Partners LLC 0.01% Add +56.0% 75,692 $2.9M
Sciencast Management LP 0.58% Add +9.0% 73,575 $2.8M
Leavell Investment Management, Inc. 0.12% Add +0.1% 71,802 $2.8M
KLP Kapitalforvaltning As 0.01% Reduce -2.6% 71,300 $2.7M
Natixis Advisors, LLC 0.00% Add +1.2% 71,004 $2.7M
Cibc World Market Inc. 0.01% Add +2.5% 68,728 $2.6M
Meritage Portfolio Management 0.17% Reduce -2.7% 68,582 $2.6M
Arizona State Retirement System 0.02% Reduce -0.8% 68,525 $2.6M
Twin Capital Management Inc. 0.27% Add +2.6% 66,526 $2.6M
Aquatic Capital Management LLC 0.05% Add +359.3% 66,177 $2.5M
Knightsbridge Asset Management, LLC 0.56% Add +0.2% 65,091 $2.5M
Pathstone Holdings, LLC 0.01% Add +8.3% 64,787 $2.5M
Louisiana State Employees Retirement System 0.04% Reduce -2.0% 64,000 $2.5M
TD Asset Management Inc 0.00% Add +23.3% 63,600 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.32% Reduce -0.8% 62,942 $2.4M
Jackson Creek Investment Advisors LLC 0.63% Add +108.5% 61,023 $2.3M
Ensign Peak Advisors, Inc 0.00% Reduce -27.4% 60,695 $2.3M
Rothschild Investment LLC 0.15% Reduce -1.5% 60,587 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -0.6% 59,351 $2.3M
Handelsbanken Fonder AB 0.01% No change 59,171 $2.3M
Insight Wealth Strategies, LLC 0.28% Reduce -15.5% 58,514 $2.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +4.8% 58,424 $2.2M
Stifel Financial Corp. 0.00% Add +68.6% 58,188 $2.2M
Mercer Global Advisors Inc. 0.00% Add +68.0% 56,808 $2.2M
Mubadala Investment Co PJSC 0.01% New 56,332 $2.2M
Atlantic Union Bankshares Corp 0.05% Reduce -0.9% 55,338 $2.1M
State of Michigan Retirement System 0.01% Reduce -2.1% 54,678 $2.1M
Convergence Investment Partners, LLC 0.52% New 52,884 $2.0M
Cozad Asset Management Inc. 0.18% Reduce -0.8% 52,824 $2.0M
State of New Jersey Common Pension Fund D 0.01% No change 52,583 $2.0M
GDS Wealth Management 0.14% New 51,487 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -2.1% 50,771 $2.0M
Inspire Investing, LLC 0.21% Reduce -10.0% 50,580 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.8% 50,374 $1.9M
Tidal Investments LLC 0.01% Add +5.7% 50,197 $1.9M
Counterpoint Mutual Funds LLC 0.17% New 49,888 $1.9M
Dumont & Blake Investment Advisors LLC 0.50% Reduce -0.2% 49,761 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -3.9% 49,007 $1.9M
Ontario Teachers Pension Plan Board 0.04% Add +90.8% 48,903 $1.9M
Trexquant Investment LP 0.02% Reduce -67.5% 48,675 $1.9M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -5.0% 48,310 $1.9M
New Mexico Educational Retirement Board 0.06% No change 48,258 $1.9M
Oregon Public Employees Retirement Fund 0.03% Reduce -2.5% 46,209 $1.8M
Allworth Financial LP 0.01% Add +314.8% 44,955 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -32.5% 44,618 $1.7M
Hudson Portfolio Management LLC 1.59% Reduce -1.2% 44,305 $1.7M
Naples Global Advisors, LLC 0.15% Reduce -5.5% 44,226 $1.7M
Neuberger Berman Group LLC 0.00% Add +29.7% 44,153 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -41.3% 43,702 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Add +26.0% 41,742 $1.6M
Renaissance Technologies 0.00% Reduce -32.9% 41,685 $1.6M
Choreo, LLC 0.02% Add +14.2% 41,310 $1.6M
Kiker Wealth Management, LLC 0.88% New 40,664 $1.6M
Correct Capital Wealth Management 0.30% Add +3.9% 40,460 $1.6M
Foster & Motley Inc. 0.09% Add +32.5% 40,272 $1.5M
Ridgewood Investments LLC 0.67% Reduce -2.3% 40,043 $1.5M
Bank of Montreal 0.00% Reduce -6.1% 39,158 $1.5M
Utah Retirement Systems 0.02% Reduce -0.9% 38,501 $1.5M
Lee Financial Co 0.21% Add +10.3% 38,173 $1.5M
Deutsche Bank AG 0.00% Add +8.2% 37,890 $1.5M
Marshall Wace, LLP 0.00% Add +70.3% 37,508 $1.4M
ExodusPoint Capital Management, LP 0.02% Reduce -78.8% 37,333 $1.4M
AssuredPartners Investment Advisors, LLC 0.34% Reduce -8.3% 36,661 $1.4M
Genus Capital Management Inc. 0.18% Reduce -48.5% 36,500 $1.4M
Applied Capital LLC 1.04% Add +9.1% 36,344 $1.4M
Campbell & CO Investment Adviser LLC 0.09% Reduce -70.0% 36,123 $1.4M
HighTower Advisors, LLC 0.00% Reduce -2.0% 35,834 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +257.7% 35,762 $1.4M
Elo Mutual Pension Insurance Co 0.03% Reduce -7.7% 35,300 $1.4M
Pictet Asset Management Holding SA 0.00% Reduce -4.9% 34,406 $1.3M
Blair William & Co. 0.00% Reduce -2.6% 33,427 $1.3M
Arkadios Wealth Advisors 0.04% Add +220.1% 33,288 $1.3M
Alps Advisors Inc. 0.01% Reduce -3.6% 33,226 $1.3M
HBK Sorce Advisory LLC 0.03% Add +0.1% 33,024 $1.3M
Geneos Wealth Management Inc. 0.03% Add +129.5% 32,583 $1.3M
Point72 Asia (Singapore) Pte. Ltd. 0.22% Reduce -2.4% 32,186 $1.2M
Quest Investment Management LLC 0.13% New 31,788 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.4% 31,726 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +275.6% 31,368 $1.2M
Merit Financial Group, LLC 0.01% Add +25.6% 31,367 $1.2M
Jump Financial, LLC 0.01% New 30,637 $1.2M
Fiduciary Trust Co 0.01% Add +0.9% 30,459 $1.2M
Lazard Asset Management LLC 0.00% Add +197.3% 29,741 $1.1M
Federated Hermes, Inc. 0.00% Reduce -1.8% 29,117 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -82.0% 28,000 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -66.1% 27,941 $1.1M
Sequoia Financial Advisors, LLC 0.01% New 27,911 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -1.0% 27,898 $1.1M
Cresset Asset Management, LLC 0.01% Reduce -27.5% 27,595 $1.1M
Pettee Investors, Inc. 0.62% No change 27,000 $1.0M
Oak Thistle LLC 0.15% New 26,570 $1.0M
Pallas Capital Advisors LLC 0.04% Add +33.3% 26,515 $1.0M
Measured Wealth Private Client Group, LLC 0.30% Add +10.7% 25,898 $996K
Lanark Financial, Inc. 0.08% Add +4.4% 25,832 $992K
Xponance LLC 0.01% Reduce -4.8% 25,692 $988K
Summit Financial, LLC 0.02% Add +0.8% 25,632 $985K
Etesian Wealth Advisors, Inc. 0.37% Reduce -8.9% 25,595 $984K
American National Bank & Trust 0.10% New 25,000 $961K
New York Life Investment Management LLC 0.01% Add +0.5% 24,987 $961K
Brandes Investment Partners, LP 0.01% Reduce -26.6% 24,920 $958K
Moors & Cabot, Inc. 0.04% Add +3.3% 24,830 $954K
QRG Capital Management, Inc. 0.01% Add +54.4% 24,291 $934K
Vestcor Inc 0.03% Add +15.8% 24,204 $930K
AXA S.A. 0.00% New 23,843 $917K
NorthCoast Asset Management LLC 0.00% Add +4.1% 23,640 $907K
D.B. Root & Company, LLC 0.26% Reduce -4.1% 23,142 $890K
Y-Intercept (Hong Kong) Ltd 0.02% New 23,096 $888K
Brighton Jones LLC 0.02% New 22,894 $880K
Essential Partners LLC 0.35% — 22,847 $878K
Ironwood Investment Management LLC 0.42% Reduce -3.3% 22,652 $871K
Klein Pavlis & Peasley Financial, Inc. 0.58% Reduce -1.9% 22,464 $864K
Acadian Asset Management LLC 0.00% New 22,486 $863K
Evergreen Capital Management LLC 0.03% Reduce -15.2% 21,885 $841K
Sanctuary Advisors, LLC 0.01% Add +34.2% 21,712 $835K
Everhart Financial Group, Inc. 0.10% Add +17.3% 21,693 $834K
Lecap Asset Management Ltd. 0.29% Reduce -33.5% 21,674 $833K
Exchange Traded Concepts, LLC 0.01% Add +1.9% 21,375 $822K
Truist Financial Corp. 0.00% Reduce -4.0% 21,042 $809K
Ruggaard & Associates LLC 0.32% Add +0.4% 20,896 $803K
Ascentis Independent Advisors 0.15% Add +6.6% 20,717 $796K
Private Advisor Group, LLC 0.00% Reduce -0.2% 20,534 $789K
Fruth Investment Management 0.21% No change 20,358 $782K
Parallel Advisors, LLC 0.01% Reduce -0.3% 18,861 $725K
Venturi Wealth Management, LLC 0.04% Reduce -1.4% 18,787 $722K
Garner Asset Management Corp 0.33% Reduce -25.3% 18,625 $716K
UMB Bank, n.a. 0.01% Add +0.6% 18,616 $716K
Algert Global LLC 0.01% New 18,550 $713K
Hillsdale Investment Management Inc. 0.03% New 18,540 $713K
SPC Financial, Inc. 0.06% No change 18,212 $700K
NewEdge Advisors, LLC 0.00% Reduce -24.7% 18,119 $697K
Jain Global LLC 0.01% New 18,048 $694K
Invst, LLC 0.09% Add +3.4% 17,944 $690K
Farther Finance Advisors, LLC 0.01% Add +15.1% 17,626 $678K
DRW Securities, LLC 0.05% New 17,424 $670K
SageView Advisory Group, LLC 0.03% Add +0.3% 18,615 $669K
Securian Asset Management, Inc. 0.02% Reduce -1.8% 17,317 $666K
Crossmark Global Holdings, Inc. 0.01% Add +1.6% 17,164 $660K
NewEdge Wealth, LLC 0.01% Add +188.5% 17,761 $659K
Navellier & Associates Inc. 0.08% Add +1.2% 17,083 $657K
iSAM Funds (UK) Ltd 0.14% Reduce -25.9% 17,035 $655K
Ethic Inc. 0.01% Add +0.3% 17,174 $655K
denkapparat Operations GmbH 0.52% Add +80.0% 16,900 $650K
Callan Family Office, LLC 0.02% Add +226.3% 16,849 $648K
A&I Financial Services, LLC 0.36% Add +5.6% 16,659 $640K
Mesirow Financial Investment Management, Inc. 0.01% No change 16,631 $639K
Sterling Capital Management LLC 0.01% Add +16.9% 16,413 $631K
Foster Group, Inc. 0.02% Add +0.8% 16,230 $624K
Lynx Investment Advisory 0.40% Add +3.8% 15,842 $609K
Rockefeller Capital Management L.P. 0.00% Add +45.3% 15,737 $605K
First National Trust Co 0.02% No change 15,649 $602K
Mackenzie Financial Corp. 0.00% Reduce -94.0% 15,601 $600K
Impact Partnership Wealth, LLC 0.11% Add +7.0% 15,517 $596K
Meeder Advisory Services, Inc. 0.03% Add +13.8% 15,460 $594K
Verition Fund Management LLC 0.00% Reduce -54.5% 15,379 $591K
Wealthstar Advisors, LLC 0.22% Add +83.8% 15,340 $590K
Erste Asset Management GmbH 0.01% No change 15,400 $587K
Lindenwold Advisors, INC 0.30% Add +0.5% 15,246 $586K
SummitTX Capital, L.P. 0.03% Reduce -73.0% 14,769 $568K
Martingale Asset Management L P 0.01% Add +78.5% 14,712 $566K
Miller Financial Services LLC 0.72% Reduce -0.7% 14,636 $563K
Coldstream Capital Management Inc. 0.01% Reduce -3.8% 14,634 $563K
Public Employees Retirement Association of Colorado 0.00% No change 14,235 $547K
First Heartland Consultants, Inc. 0.05% Add +20.1% 13,918 $535K
IFP Advisors, Inc 0.02% Add +14.6% 13,847 $532K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 13,656 $525K
Security National Bank of So Dak 0.29% No change 13,625 $524K
Synovus Financial Corp. 0.01% Add +2.4% 13,530 $520K
Advisors Capital Management, LLC 0.01% New 13,480 $518K
Prairie Sky Financial Group LLC 0.28% No change 13,320 $512K
Aviva PLC 0.00% New 13,308 $512K
Harvest Investment Services, LLC 0.11% New 13,288 $511K
Barrett & Company, Inc. 0.19% Add +0.2% 13,200 $507K
Vident Advisory, LLC 0.01% Add +26.2% 12,837 $493K
Moloney Securities Asset Management, LLC 0.06% Add +0.7% 12,811 $492K
Centennial Wealth Advisory LLC 0.16% New 12,810 $492K
AMJ Financial Wealth Management 0.12% Reduce -4.2% 12,793 $492K
Freedom Investment Management, Inc. 0.04% New 12,791 $492K
Matrix Private Capital Group LLC 0.29% Reduce -0.3% 12,686 $488K
Alan B Lancz & Associates, Inc. 0.48% No change 12,550 $482K
Burns Matteson Capital Management, LLC 0.23% New 12,325 $474K
Resona Asset Management Co.,Ltd. 0.00% Reduce -61.9% 12,221 $470K
Sherbrooke Park Advisers LLC 0.20% Add +133.6% 12,087 $465K
Stephens Inc. 0.01% Reduce -4.3% 12,037 $463K
Leuthold Group, LLC 0.05% No change 11,801 $454K
Polymer Capital Management (US) LLC 0.07% New 11,797 $453K
Cambria Investment Management, L.P. 0.03% Reduce -2.7% 11,681 $449K
EverSource Wealth Advisors, LLC 0.02% Add +146.2% 11,527 $443K
MBM Wealth Consultants, LLC 0.12% Add +3.9% 11,466 $441K
Kestra Advisory Services, LLC 0.00% Reduce -16.5% 11,460 $441K
Longfellow Investment Management Co. LLC 0.11% No change 11,427 $439K
Arete Wealth Advisors, LLC 0.03% Add +29.6% 11,278 $434K
Signet Financial Management, LLC 0.05% Add +3.0% 11,135 $428K
&partners 0.00% Reduce -2.2% 11,035 $425K
Maryland State Retirement & Pension System 0.01% No change 11,046 $425K
Simplex Trading, LLC 0.01% New 11,031 $424K
Avidian Wealth Enterprises, LLC 0.02% Add +3.5% 10,996 $423K
JFS Wealth Advisors, LLC 0.03% Reduce -0.0% 10,993 $423K
HFG Advisors, Inc. 0.33% Add +24.0% 10,967 $422K
Vise Technologies, Inc. 0.02% — 10,928 $420K
Pacer Advisors, Inc. 0.00% Reduce -17.9% 10,880 $418K
Mill Capital Management, LLC 0.03% Add +0.8% 10,860 $417K
Pinnacle Associates Ltd. 0.01% Add +0.4% 10,750 $413K
Atticus Wealth Management, LLC 0.11% New 10,600 $407K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -26.2% 10,480 $403K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.9% 10,349 $398K
Bank of Nova Scotia 0.00% New 10,262 $394K
Tower Research Capital LLC (TRC) 0.01% Reduce -22.7% 10,232 $393K
Fulcrum Capital LLC 0.08% No change 10,228 $393K
Chicago Partners Investment Group LLC 0.01% New 10,510 $385K
Berry Wealth Group, LP 0.27% Add +9.3% 10,000 $384K
Petrus Trust Company, LTA 0.04% New 9,869 $379K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 9,831 $378K
Croban 0.32% Reduce -2.9% 9,831 $378K
Waverly Advisors, LLC 0.00% Add +27.4% 9,723 $374K
Prime Capital Investment Advisors, LLC 0.00% Add +1.0% 9,471 $364K
Advisory Services Network, LLC 0.01% Add +9.7% 10,037 $363K
Security National Bank of Sioux City Iowa 0.25% No change 9,265 $356K
SG Americas Securities, LLC 0.00% Add +96.6% 9,254 $356K
Forum Financial Management, LP 0.01% Add +0.1% 9,018 $347K
Smartleaf Asset Management LLC 0.03% Add +286.3% 9,066 $346K
Mitchell Sinkler & Starr 0.17% Add +5.9% 8,970 $345K
Hummer Financial Advisory Services Inc 0.26% No change 8,912 $343K
EP Wealth Advisors, LLC 0.00% Reduce -41.2% 8,827 $339K
Evoke Wealth, LLC 0.01% New 8,824 $339K
CIBC Asset Management Inc 0.00% No change 8,820 $339K
State of Wyoming 0.04% Add +462.6% 8,816 $339K
Compound Planning, Inc. 0.01% Add +3.6% 8,805 $338K
Cobblestone Capital Advisors LLC 0.02% Add +3.2% 8,689 $334K
Midwest Trust Co 0.00% — 8,623 $331K
Kaufman Rossin Wealth, LLC 0.21% Add +6.1% 8,622 $331K
J.W. Cole Advisors, Inc. 0.01% Reduce -2.5% 8,614 $331K
Visionary Wealth Advisors 0.02% No change 8,604 $331K
MGB Wealth Management, LLC 0.11% No change 8,600 $331K
Penbrook Management LLC 0.25% No change 8,480 $326K
World Investment Advisors 0.01% Reduce -8.1% 8,423 $324K
Sivia Capital Partners, LLC 0.11% Add +31.8% 8,414 $323K
Cowa, LLC 0.12% No change 8,378 $322K
Shelton Capital Management 0.01% No change 8,377 $322K
Camelot Portfolios, LLC 0.19% Reduce -7.1% 8,338 $321K
Gilliland Jeter Wealth Management LLC 0.10% Reduce -0.3% 8,226 $316K
111 Capital 0.05% New 8,205 $315K
Syon Capital LLC 0.02% New 8,197 $315K
Florida Trust Wealth Management Co 0.01% No change 8,031 $309K
Cornerstone Investment Partners, LLC 0.01% Add +0.5% 7,871 $303K
NDVR, Inc. 0.28% Add +5.6% 7,868 $302K
Sfmg, LLC 0.02% No change 7,793 $300K
Prosperity Consulting Group, LLC 0.02% Reduce -6.4% 7,764 $298K
International Private Wealth Advisors LLC 0.26% New 7,763 $298K
Cordgrass Capital Advisors, LLC 0.08% No change 7,700 $296K
Evolution Advisers, Inc. 0.14% Reduce -2.4% 7,682 $295K
Dorsey Wright & Associates 0.07% New 7,646 $294K
Walleye Capital LLC 0.00% New 7,620 $293K
Court Place Advisors, LLC 0.09% No change 7,550 $290K
Baker Avenue Asset Management, LP 0.01% Add +16.9% 7,544 $290K
Sagespring Wealth Partners, LLC 0.01% Add +15.9% 7,504 $288K
Summit Trail Advisors, LLC 0.01% New 7,503 $288K
Platform Technology Partners 0.08% No change 7,500 $288K
HB Wealth Management, LLC 0.00% Reduce -26.2% 7,442 $286K
Clearstead Advisors, LLC 0.00% Add +134.9% 7,401 $284K
Machina Capital S.A.S. 0.06% Reduce -37.6% 7,377 $284K
Lido Advisors, LLC 0.00% Reduce -7.8% 7,350 $283K
Voloridge Investment Management, LLC 0.00% Reduce -90.9% 7,324 $282K
SeaCrest Wealth Management, LLC 0.03% No change 7,272 $280K
Shell Asset Management Co. 0.01% Reduce -14.9% 7,260 $279K
Transcend Capital Advisors, LLC 0.02% New 7,219 $277K
RIA Advisory Group LLC 0.08% Add +0.3% 7,169 $276K
Pointe Capital Management LLC 0.14% No change 7,119 $274K
Innealta Capital, LLC 0.14% New 7,101 $273K
Avantax Planning Partners, Inc. 0.01% Add +29.3% 7,101 $273K
Commerce Bank 0.00% No change 7,088 $272K
Optimum Investment Advisors 0.12% No change 7,000 $269K
Longboard Asset Management, LP 0.67% No change 6,985 $269K
HUB Investment Partners, LLC 0.01% New 6,963 $268K
Boothbay Fund Management, LLC 0.01% New 6,804 $262K
Curat Global, LLC 0.25% Add +36.0% 6,800 $261K
Trust Point Inc. 0.02% Reduce -15.8% 6,797 $261K
Mutual Advisors, LLC 0.01% Reduce -11.6% 7,242 $260K
PharVision Advisers, LLC 0.37% New 6,689 $257K
NorthRock Partners, LLC 0.01% New 6,598 $254K
Avantax Advisory Services, Inc. 0.00% Add +4.7% 6,538 $251K
Shepherd Financial Partners LLC 0.03% Add +0.1% 6,518 $251K
Integrated Advisors Network LLC 0.01% No change 6,515 $250K
Inscription Capital, LLC 0.04% New 6,423 $247K
Kera Capital Partners, Inc. 0.05% New 6,390 $246K
Scientech Research LLC 0.06% New 6,389 $246K
Prelude Capital Management, LLC 0.02% New 6,384 $245K
Equity Investment Corp. 0.01% No change 6,311 $243K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 6,253 $240K
Destination Wealth Management 0.01% Add +0.4% 6,201 $238K
KBC Group NV 0.00% Reduce -39.4% 6,197 $238K
Versor Investments LP 0.04% Reduce -85.5% 6,171 $237K
Integrity Alliance, Llc. 0.01% Reduce -55.0% 6,141 $236K
Olympiad Research LP 0.38% New 6,132 $236K
Paulson Wealth Management Inc. 0.06% Add +3.7% 6,088 $234K
CFC Planning Co LLC 0.23% New 6,080 $234K
Swiss Life Asset Management Ltd 0.00% New 6,068 $233K
CW Advisors, LLC 0.00% New 6,052 $233K
Jones Financial Companies LLLP 0.00% Add +126.8% 6,094 $232K
Belfer Management LLC 3.49% No change 5,942 $228K
Dynamic Advisor Solutions LLC 0.01% Add +1.0% 5,940 $228K
Bill Few Associates, Inc. 0.06% Add +0.1% 5,913 $227K
Savant Capital, LLC 0.00% New 5,902 $227K
Mgo One Seven LLC 0.01% Add +8.7% 5,896 $227K
Richard P Slaughter Associates Inc 0.05% Reduce -35.5% 5,875 $226K
Fagan Associates, Inc. 0.03% No change 5,800 $223K
Saxony Capital Management, LLC 0.17% Add +0.5% 5,798 $223K
Signaturefd, LLC 0.00% Add +6.5% 5,735 $220K
Penserra Capital Management LLC 0.00% Reduce -69.4% 5,746 $220K
Bellecapital International Ltd. 0.04% No change 5,713 $220K
GAMMA Investing LLC 0.01% Add +2.8% 5,682 $218K
Quadrant Capital Group LLC 0.01% Add +3.0% 5,595 $215K
Salem Investment Counselors Inc. 0.01% No change 5,578 $214K
Waddell & Associates, LLC 0.02% New 5,574 $214K
Hilltop Holdings Inc. 0.01% Reduce -4.3% 5,511 $212K
Caldwell Sutter Capital, Inc. 0.10% No change 5,500 $211K
Everett Harris & Co. 0.00% Reduce -8.3% 5,500 $211K
Mma Asset Management LLC 0.08% Reduce -2.1% 5,456 $210K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.5% 5,453 $210K
Keybank National Association 0.00% Reduce -0.2% 5,428 $209K
Schroder Investment Management Group 0.00% Reduce -8.8% 5,390 $207K
EntryPoint Capital, LLC 0.10% New 5,322 $205K
Panagora Asset Management Inc. 0.00% Reduce -90.2% 5,322 $205K
Versant Capital Management, Inc 0.03% Add +2.6% 5,296 $204K
Affiance Financial, LLC 0.04% No change 5,203 $200K
NFSG Corp 0.03% Add +0.3% 5,191 $200K
Brown Brothers Harriman & Co. 0.00% Add +4.9% 5,040 $194K
Advisors Asset Management, Inc. 0.00% Reduce -29.3% 4,792 $184K
Trust Co. of Vermont 0.01% No change 4,738 $182K
Strategic Wealth Partners, Ltd. 0.01% — 4,651 $179K
CI Investments Inc. 0.00% Reduce -21.1% 4,581 $176K
Quarry LP 0.04% Add +485.7% 4,346 $167K
MeadowBrook Investment Advisors LLC 0.15% New 4,230 $163K
CVA Family Office, LLC 0.02% No change 4,100 $158K
Atlas Capital Advisors Inc. 0.02% Reduce -27.0% 3,923 $151K
Godsey & Gibb, Inc. 0.01% Reduce -2.3% 3,830 $147K
Brooklyn Investment Group 0.02% Add +178.4% 3,597 $138K
Nomura Asset Management Co. Ltd. 0.00% No change 3,570 $137K
Blue Trust, Inc. 0.00% Add +7.7% 3,446 $132K
HM Payson & Co. 0.00% No change 3,214 $124K
Huntington National Bank 0.00% Reduce -16.2% 2,885 $111K
Private Trust Co. NA 0.01% Add +101.2% 2,810 $108K
Fifth Third Bancorp 0.00% Reduce -6.7% 2,806 $108K
Point72 Hong Kong Ltd 0.01% New 2,723 $105K
TD Waterhouse Canada Inc. 0.00% Add +38.4% 2,703 $104K
MAI Capital Management 0.00% Add +47.1% 2,500 $96K
Bessemer Group Inc. 0.00% Add +11.0% 2,481 $96K
Hollencrest Capital Management 0.00% Add +0.3% 2,412 $93K
Hantz Financial Services, Inc. 0.00% Add +4690.0% 2,395 $92K
GeoWealth Management, LLC 0.00% Reduce -0.5% 2,374 $91K
CENTRAL TRUST Co 0.00% Reduce -1.3% 2,275 $87K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 2,198 $84K
CNB Bank 0.04% No change 2,129 $82K
Nalls Sherbakoff Group, LLC 0.06% No change 2,016 $77K
Employees Retirement System of Texas 0.00% New 1,979 $76K
Whittier Trust Co. 0.00% No change 1,900 $73K
HHM Wealth Advisors, LLC 0.01% Reduce -5.3% 1,800 $69K
Sit Investment Associates Inc. 0.00% No change 1,700 $65K
Trust Co. of Toledo NA 0.01% New 1,563 $60K
Neo Ivy Capital Management 0.02% New 1,472 $57K
Bayforest Capital Ltd 0.02% Reduce -50.5% 1,447 $56K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,420 $55K
Aster Capital Management (DIFC) Ltd 0.01% New 1,369 $53K
GPS Wealth Strategies Group, LLC 0.01% No change 1,242 $48K
Glen Eagle Advisors, LLC 0.01% Add +0.3% 1,220 $47K
SBI Securities Co., Ltd. 0.00% Add +29.0% 1,219 $47K
Meeder Asset Management Inc. 0.00% Add +34.0% 1,215 $47K
Danske Bank A/S 0.00% Add +500.0% 1,200 $46K
Larson Financial Group LLC 0.00% Add +118600.0% 1,187 $46K
Headlands Technologies LLC 0.01% New 1,187 $46K
Millstone Evans Group, LLC 0.03% No change 1,146 $44K
FSA Wealth Management LLC 0.02% No change 1,145 $44K
Whipplewood Advisors, LLC 0.02% Add +4.4% 1,131 $43K
Crews Bank & Trust 0.01% No change 1,116 $43K
MCF Advisors LLC 0.00% No change 964 $37K
WPG Advisers, LLC 0.03% Add +512.7% 962 $37K
Arax Advisory Partners 0.00% Add +76.4% 912 $35K
Transce3nd, LLC 0.01% No change 909 $35K
Ameritas Advisory Services, LLC 0.00% New 892 $34K
SJS Investment Consulting Inc. 0.00% Reduce -4.0% 803 $31K
Harbor Investment Advisory, LLC 0.00% No change 803 $31K
Deseret Mutual Benefit Administrators 0.01% No change 798 $31K
Wilmington Savings Fund Society, FSB 0.00% No change 791 $30K
Parkside Financial Bank & Trust 0.00% Add +1.4% 788 $30K
Alpine Bank Wealth Management 0.00% No change 780 $30K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.4% 775 $30K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 750 $29K
Creative Financial Designs Inc. 0.00% No change 748 $29K
Northwestern Mutual Wealth Management Co. 0.00% Add +56.8% 685 $26K
Kestra Investment Management, LLC 0.00% No change 658 $25K
Manchester Capital Management LLC 0.00% No change 651 $25K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 631 $24K
Covestor Ltd 0.01% Reduce -59.2% 624 $24K
Caldwell Trust Co 0.00% No change 600 $23K
Whittier Trust Co. of Nevada Inc. 0.00% No change 600 $23K
Contravisory Investment Management, Inc. 0.00% No change 583 $22K
Financial Perspectives, Inc 0.01% Add +0.7% 565 $22K
Principal Securities, Inc. 0.00% Add +3.7% 559 $21K
V-Square Quantitative Management LLC 0.00% Reduce -63.8% 552 $21K
N.E.W. Advisory Services LLC 0.00% Reduce -41.5% 518 $20K
S.A. Mason LLC 0.01% Add +0.8% 511 $20K
Rosenberg Matthew Hamilton 0.00% No change 500 $19K
Colonial Trust Co / SC 0.00% No change 499 $19K
WealthCollab, LLC 0.01% No change 485 $19K
Global Retirement Partners, LLC 0.00% — 481 $18K
1 North Wealth Services LLC 0.01% Reduce -36.5% 470 $18K
Hemington Wealth Management 0.00% Add +19.9% 470 $18K
Capital Advisors, Ltd. LLC 0.00% No change 448 $17K
Clearstead Trust, LLC 0.00% Reduce -2.7% 439 $17K
Optiver Holding B.V. 0.00% Reduce -29.5% 425 $16K
True Wealth Design, LLC 0.01% Add +63.1% 416 $16K
Stephens Consulting, LLC 0.00% Reduce -19.7% 415 $16K
Rise Advisors, LLC 0.01% Add +4.0% 411 $16K
Peregrine Capital Management LLC 0.00% No change 390 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 335 $13K
Truvestments Capital LLC 0.00% Add +0.7% 295 $11K
General Partner, Inc. 0.01% No change 288 $11K
Resources Management Corp. /CT/ 0.00% New 255 $10K
Ameriflex Group, Inc. 0.01% No change 258 $10K
Elevation Point Wealth Partners, LLC 0.00% New 247 $9K
NewSquare Capital LLC 0.00% Add +232.9% 243 $9K
Private Wealth Management Group, LLC 0.00% No change 239 $9K
Coston, McIsaac & Partners 0.00% No change 256 $9K
Bell Investment Advisors, Inc 0.00% No change 215 $8K
GHP Investment Advisors, Inc. 0.00% No change 213 $8K
Spire Wealth Management 0.00% No change 205 $8K
Harbor Asset Planning, Inc. 0.01% — 200 $8K
Park Square Financial Group, LLC 0.01% No change 200 $8K
Boyd Watterson Asset Management LLC 0.00% No change 200 $8K
Farmers & Merchants Investments Inc. 0.00% Add +12.7% 195 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 183 $7K
Prestige Wealth Management Group LLC 0.00% No change 183 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 174 $7K
TD Capital Management LLC 0.00% New 151 $6K
Heritage Wealth Advisors 0.00% No change 150 $6K
Holos Integrated Wealth LLC 0.00% No change 140 $5K
Fortitude Family Office, LLC 0.00% New 126 $5K
S&T Bank 0.00% Add +266.7% 121 $5K
Olistico Wealth, LLC 0.00% New 116 $4K
Pineridge Advisors LLC 0.00% Add +0.9% 115 $4K
Avion Wealth 0.00% Add +53.7% 126 $4K
Evolution Wealth Management Inc. 0.00% — 100 $4K
Evergreen Private Wealth LLC 0.00% New 95 $4K
First Horizon Advisors, Inc. 0.00% Reduce -43.1% 87 $3K
Sachetta, LLC 0.00% No change 82 $3K
Capital A Wealth Management, LLC 0.04% New 107 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 92 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.4% 70 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 68 $3K
Financial Network Wealth Advisors LLC 0.00% New 63 $2K
Rialto Wealth Management, LLC 0.00% Add +145.4% 54 $2K
TD Private Client Wealth LLC 0.00% No change 45 $2K
Harbour Investments, Inc. 0.00% No change 36 $1K
Cromwell Holdings LLC 0.00% New 32 $1K
Bare Financial Services, Inc 0.00% New 28 $1K
HFM Investment Advisors, LLC 0.00% Add +107.7% 27 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.7% 33 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 25 $961
Addison Advisors LLC 0.00% New 24 $923
Cornerstone Planning Group LLC 0.00% New 25 $915
Beaird Harris Wealth Management, LLC 0.00% New 23 $885
Legacy Investment Solutions, LLC 0.00% — 22 $846
Legacy Wealth Managment, LLC 0.00% Reduce -55.1% 22 $846
Bruce G. Allen Investments, LLC 0.00% No change 18 $692
Bay Harbor Wealth Management, LLC 0.00% Add +70.0% 17 $653
Highline Wealth Partners LLC 0.00% No change 17 $653
Hoey Investments, Inc. 0.00% No change 15 $582
Binnacle Investments Inc 0.00% New 15 $577
Hughes Financial Services, LLC 0.00% No change 14 $522
Parkworth Wealth Management, Inc. 0.00% No change 13 $500
Golden State Wealth Management, LLC 0.00% New 13 $500
Valued Wealth Advisors LLC 0.00% No change 12 $462
DecisionPoint Financial, LLC 0.00% New 8 $308
MV Capital Management, Inc. 0.00% No change 7 $270
WealthTrak Capital Management LLC 0.00% No change 5 $193
Raleigh Capital Management Inc. 0.00% New 1 $57
Anchor Investment Management, LLC 0.00% No change 1 $40

"% of holder's portfolio" is ORI's weight in each manager's 13F, not the share of Old Republic Intl Corp. the manager owns.