Old Republic IntlORI

13F holders, Q1 2026 (March 31)
660holders −26
71new positions
97sold out
6famous investors
$39.91avg. 13F price*

At the end of Q1 2026, 660 institutions reported holding Old Republic Intl Corp. (ORI) in their 13F filings, down 26 from Q4 2025. 71 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($1.0B), Bank of New York Mellon Corp ($488.4M) and Vanguard Portfolio Management LLC ($479.5M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions71$44.2M
Exits97$135.2M

All 13F filers, Q4 2025 → Q1 2026: 14,234,465 shares bought and 15,186,785 shares sold, net −952,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 660 holders

BlackRock, Inc. 0.02% Reduce -3.2% 26,312,027 $1.0B
Bank of New York Mellon Corp 0.09% Add +3.3% 12,241,253 $488.4M
Vanguard Portfolio Management LLC 0.03% — 12,018,698 $479.5M
State Street Corp. 0.01% Add +0.3% 10,084,248 $402.4M
Vanguard Capital Management LLC 0.01% — 9,951,247 $397.1M
Geode Capital Management, LLC 0.02% Add +83.8% 7,685,979 $307.0M
Victory Capital Management Inc. 0.18% Reduce -13.5% 6,930,525 $276.5M
Charles Schwab Investment Management Inc. 0.04% Add +302.3% 6,901,189 $275.4M
Dimensional Fund Advisors LP 0.06% Add +0.9% 6,721,774 $268.2M
AQR Capital Management 0.11% Reduce -21.9% 5,783,670 $230.8M
Hamlin Capital Management, LLC 4.56% Reduce -1.0% 4,738,966 $189.1M
Thrivent Financial for Lutherans 0.30% Reduce -1.9% 3,875,242 $154.6M
GQG Partners LLC 0.22% Add +3.4% 3,532,203 $140.9M
Raymond James Financial Inc. 0.04% Reduce -3.3% 3,126,584 $124.8M
Morgan Stanley 0.01% Add +18.1% 3,089,034 $123.3M
Captrust Financial Advisors 0.20% Reduce -13.1% 2,829,433 $112.9M
First Trust Advisors LP 0.08% Add +18.5% 2,823,545 $112.7M
Northern Trust Corp. 0.01% Add +6.8% 2,712,578 $108.2M
LSV Asset Management 0.23% Reduce -3.6% 2,623,467 $104.7M
Miller Howard Investments Inc. 1.81% Reduce -16.9% 1,658,950 $66.2M
Goldman Sachs Group Inc. 0.01% Add +4.4% 1,627,010 $64.9M
Vanguard Fiduciary Trust Co. 0.01% — 1,410,464 $56.3M
Quantinno Capital Management LP 0.08% Add +31.4% 1,174,530 $46.9M
GW&K Investment Management, LLC 0.41% Reduce -2.0% 1,152,109 $46.0M
Invesco Ltd. 0.00% Reduce -48.2% 1,120,842 $44.7M
TCTC Holdings, LLC 1.11% Reduce -0.3% 979,241 $39.1M
M&T Bank Corp 0.13% Reduce -1.8% 977,272 $39.0M
JPMorgan Chase & Co. 0.00% Reduce -6.2% 892,352 $35.6M
Gotham Asset Management 0.11% Reduce -17.8% 887,544 $35.4M
North Star Investment Management Corp. 1.94% Add +2.3% 799,237 $31.9M
Nomura Asset Management International Inc. 0.05% Reduce -1.2% 796,140 $31.8M
Systematic Financial Management LP 0.72% Reduce -2.7% 785,758 $31.4M
Port Capital LLC 1.36% Add +24.4% 764,889 $30.5M
Franklin Resources Inc. 0.01% Add +187.3% 761,616 $30.4M
Macquarie Group Ltd. 0.18% Reduce -0.3% 755,040 $30.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -31.4% 694,625 $27.7M
Arbejdsmarkedets Tillaegspension 0.64% Add +20.2% 646,342 $25.8M
Rhumbline Advisers 0.02% Add +1.8% 616,238 $24.6M
ProShare Advisors LLC 0.04% Reduce -23.6% 602,737 $24.0M
Focus Partners Wealth 0.03% Reduce -2.8% 584,757 $23.3M
Retirement Systems of Alabama 0.08% Add +1.0% 580,791 $23.2M
Ritholtz Wealth Management 0.40% Reduce -0.9% 580,251 $23.2M
California Public Employees Retirement System 0.01% Reduce -8.3% 578,333 $23.1M
FMR LLC 0.00% Reduce -30.6% 544,761 $21.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -24.9% 532,483 $21.2M
Bank of America Corp. 0.00% Reduce -7.8% 517,395 $20.6M
Principal Financial Group Inc. 0.01% Add +3.9% 508,492 $20.3M
DDD Partners, LLC 1.36% Add +0.4% 492,132 $19.6M
LPL Financial LLC 0.01% Reduce -5.4% 474,798 $18.9M
Swiss National Bank 0.01% No change 465,500 $18.6M
UBS Group AG 0.00% Reduce -60.4% 443,787 $17.7M
Royal Bank of Canada 0.00% Reduce -34.2% 433,783 $17.3M
US Bancorp \de 0.02% Reduce -0.1% 432,473 $17.3M
Nordea Investment Management AB 0.01% Reduce -4.6% 406,414 $16.1M
Man Group plc 0.03% Add +22.0% 399,393 $15.9M
Regions Financial Corp. 0.10% Reduce -0.8% 384,330 $15.3M
Ameriprise Financial Inc. 0.00% Reduce -8.3% 383,186 $15.3M
Citadel Advisors 0.01% Add +167.1% 356,993 $14.2M
Legal & General Group Plc 0.00% Reduce -11.1% 348,273 $13.9M
Baird Financial Group, Inc. 0.02% Reduce -5.4% 348,044 $13.9M
Sei Investments Co. 0.01% Reduce -2.0% 341,611 $13.6M
Nuveen, LLC 0.00% Reduce -57.6% 333,175 $13.3M
Alliancebernstein L.P. 0.00% Reduce -1.4% 283,722 $12.9M
Paradiem, LLC 2.80% Reduce -0.7% 318,062 $12.7M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -33.9% 317,023 $12.6M
Crawford Investment Counsel Inc. 0.21% Reduce -5.2% 306,998 $12.2M
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 286,004 $11.4M
Corient Private Wealth LP 0.02% Add +182.4% 287,013 $11.4M
Leith Wheeler Investment Counsel Ltd. 0.92% Add +7.9% 277,533 $11.1M
Allianz Asset Management GmbH 0.01% Reduce -45.8% 276,663 $11.0M
California State Teachers Retirement System 0.01% Add +21.7% 274,831 $11.0M
Fuller & Thaler Asset Management, Inc. 0.04% Add +7.3% 271,769 $10.8M
First Eagle Investment Management, LLC 0.02% Reduce -4.7% 267,614 $10.7M
Hancock Whitney Corp. 0.19% Add +5.1% 267,239 $10.7M
Stephens Inc. 0.13% Add +33.8% 253,824 $10.2M
Ieq Capital, LLC 0.04% Reduce -43.1% 240,834 $9.6M
New York State Teachers Retirement System 0.02% Reduce -11.1% 240,837 $9.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -2.5% 237,561 $9.5M
State Board of Administration of Florida Retirement System 0.02% No change 237,456 $9.5M
T. Rowe Price Associates Inc. 0.00% Reduce -35.3% 213,774 $8.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 212,652 $8.5M
Bogart Wealth, LLC 0.32% Add +2.6% 205,457 $8.2M
Teacher Retirement System of Texas 0.03% Reduce -3.6% 200,539 $8.0M
Viking Fund Management LLC 0.82% No change 200,000 $8.0M
American Century Companies Inc. 0.00% Add +8.5% 198,724 $7.9M
State of Alaska, Department of Revenue 0.08% Add +0.1% 190,407 $7.6M
Hennessy Advisors Inc. 0.27% Reduce -3.3% 188,398 $7.5M
Van Eck Associates Corp. 0.01% Add +3.7% 182,850 $7.3M
Susquehanna Portfolio Strategies, LLC 0.11% No change 179,633 $7.2M
Heartland Advisors Inc. 0.35% Reduce -16.2% 172,092 $6.9M
Orca Wealth Management, LLC 4.82% Add +0.2% 169,684 $6.8M
Barclays PLC 0.00% Reduce -53.1% 169,409 $6.8M
PNC Financial Services Group, Inc. 0.00% Add +1.5% 169,073 $6.7M
Dupree Financial Group, LLC 2.71% Add +1.2% 168,474 $6.7M
Lighthouse Investment Partners, LLC 0.25% New 168,407 $6.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.5% 160,864 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.02% New 159,327 $6.4M
Ellsworth Advisors, LLC 1.19% Add +7.3% 159,318 $6.4M
Intech Investment Management LLC 0.06% Reduce -14.3% 158,777 $6.3M
Illinois Municipal Retirement Fund 0.08% Add +56.3% 157,973 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 155,053 $6.2M
NFC Investments, LLC 1.70% Reduce -2.7% 153,250 $6.1M
Citigroup Inc. 0.00% Add +33.5% 151,735 $6.1M
Russell Investments Group, Ltd. 0.01% Reduce -1.7% 149,578 $6.0M
O'shaughnessy Asset Management, LLC 0.03% Reduce -4.7% 149,477 $6.0M
New York State Common Retirement Fund 0.01% Add +5.1% 148,054 $5.9M
Cwm, LLC 0.01% Reduce -20.9% 143,391 $5.7M
Voya Investment Management LLC 0.01% Reduce -32.6% 141,746 $5.7M
Creative Planning 0.00% Reduce -19.7% 138,869 $5.5M
Wells Fargo & Company 0.00% Reduce -7.3% 138,818 $5.5M
Cetera Investment Advisers 0.01% Reduce -4.1% 138,802 $5.5M
Mariner, LLC 0.01% Reduce -35.6% 136,160 $5.4M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 133,207 $5.3M
New Vernon Investment Management LLC 5.52% Add +0.1% 130,154 $5.2M
CIBC Bancorp USA Inc. 0.01% — 127,330 $5.1M
Vest Financial, LLC 0.06% Add +60.8% 124,527 $5.0M
CoreCap Advisors, LLC 0.17% Add +10.6% 122,968 $4.9M
Janney Montgomery Scott LLC 0.01% Reduce -3.8% 119,085 $4.8M
Woodmont Investment Counsel LLC 0.28% Add +1.1% 114,676 $4.6M
Guggenheim Capital LLC 0.04% Add +0.1% 114,084 $4.6M
Providence Capital Advisors, LLC 0.73% Add +2.1% 112,551 $4.5M
MetLife Investment Management, LLC 0.02% Add +0.7% 112,003 $4.5M
Amalgamated Bank 0.03% Add +8.2% 108,803 $4.3M
Woodley Farra Manion Portfolio Management Inc. 0.21% Add +0.3% 106,872 $4.3M
Evolve Private Wealth, LLC 0.22% Reduce -4.5% 104,001 $4.1M
Ameritas Investment Partners, Inc. 0.13% Add +1.8% 103,635 $4.1M
SCS Capital Management LLC 0.04% Reduce -7.9% 103,305 $4.1M
Janus Henderson Group PLC 0.00% No change 101,903 $4.1M
Bank & Trust Co 2.73% Add +7.4% 101,566 $4.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +32.4% 101,515 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -15.3% 100,187 $4.0M
Cerity Partners LLC 0.01% Reduce -33.0% 98,993 $3.9M
Brevan Howard Capital Management LP 0.04% New 98,880 $3.9M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.1% 98,616 $3.9M
Inspire Investing, LLC 0.23% Add +30.6% 98,189 $3.9M
Vanguard Global Advisers, LLC 0.00% — 97,959 $3.9M
Treasurer of the State of North Carolina 0.01% Add +2.2% 97,834 $3.9M
Ensign Peak Advisors, Inc 0.01% Add +352.3% 96,873 $3.9M
Bridgewater Associates 0.02% Reduce -69.1% 93,812 $3.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -58.3% 92,885 $3.7M
Osaic Holdings, Inc. 0.01% Reduce -6.6% 91,890 $3.7M
Gabelli Funds LLC 0.02% Add +32.9% 90,450 $3.6M
Agf Management Ltd. 0.02% Add +35.5% 88,868 $3.5M
Mutual of America Capital Management LLC 0.04% Reduce -7.9% 87,242 $3.5M
State of Tennessee, Department of Treasury 0.01% No change 86,280 $3.4M
Aquatic Capital Management LLC 0.10% New 85,883 $3.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -14.5% 84,808 $3.4M
Delta Asset Management LLC 0.30% Reduce -1.7% 83,652 $3.3M
Fca Corp. 0.93% Add +1.3% 82,776 $3.3M
Uncommon Cents Investing LLC 0.76% Add +4.9% 82,389 $3.3M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -2.1% 81,997 $3.3M
Tidal Investments LLC 0.01% Add +55.9% 80,174 $3.2M
DekaBank Deutsche Girozentrale 0.01% No change 78,568 $3.2M
PARK CIRCLE Co 2.99% No change 79,000 $3.2M
Fifth Third Bancorp 0.01% Add +2582.1% 78,584 $3.1M
Burney Co./ 0.10% Reduce -11.8% 77,094 $3.1M
Natixis Advisors, LLC 0.00% Add +20.2% 76,646 $3.1M
Rodgers Brothers Inc. 0.34% Add +3.4% 72,700 $2.9M
Public Employees Retirement System of Ohio 0.01% Reduce -2.8% 72,191 $2.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 71,719 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -4.7% 71,318 $2.8M
Cibc World Market Inc. 0.01% Add +0.8% 71,051 $2.8M
XTX Topco Ltd 0.05% Add +254.3% 70,874 $2.8M
Insight Wealth Strategies, LLC 0.31% Add +11.8% 69,424 $2.8M
Millennium Management 0.00% Reduce -79.9% 67,186 $2.7M
Two Sigma Investments, LP 0.00% New 66,449 $2.7M
Cherokee Insurance Co 1.00% No change 66,000 $2.6M
Louisiana State Employees Retirement System 0.05% Add +4.8% 66,000 $2.6M
Knightsbridge Asset Management, LLC 0.35% Reduce -0.5% 65,648 $2.6M
Rothschild Investment LLC 0.13% Reduce -3.0% 64,657 $2.6M
Arizona State Retirement System 0.02% Reduce -1.8% 64,586 $2.6M
Leavell Investment Management, Inc. 0.10% Reduce -9.1% 63,902 $2.5M
Midway Capital Research & Management 2.33% Add +1.7% 61,945 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 60,496 $2.4M
KLP Kapitalforvaltning As 0.01% Reduce -19.8% 60,000 $2.4M
Handelsbanken Fonder AB 0.01% No change 59,771 $2.4M
Pathstone Holdings, LLC 0.01% Reduce -4.0% 59,132 $2.4M
Vanguard Investments Australia, Ltd. 0.01% — 58,581 $2.3M
Jefferson Bridge Capital, LLC 2.31% No change 58,350 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 57,040 $2.3M
Applied Capital LLC 1.65% Add +15.5% 56,870 $2.3M
Atlantic Union Bankshares Corp 0.04% No change 56,672 $2.3M
Neuberger Berman Group LLC 0.00% Add +2.2% 56,357 $2.2M
Foster & Motley Inc. 0.11% Add +10.0% 54,864 $2.2M
Arkadios Wealth Advisors 0.04% Add +43.2% 54,819 $2.2M
Dark Forest Capital Management LP 0.19% Add +228.5% 54,798 $2.2M
Nisa Investment Advisors, LLC 0.01% Reduce -6.1% 54,781 $2.2M
State of Michigan Retirement System 0.01% Add +1.9% 54,778 $2.2M
Lazard Asset Management LLC 0.00% Reduce -3.7% 53,079 $2.1M
Weaver C. Barksdale & Associates, Inc. 2.00% Add +6.2% 52,676 $2.1M
HighTower Advisors, LLC 0.00% Add +8.1% 52,034 $2.1M
GDS Wealth Management 0.12% No change 51,487 $2.1M
Inceptionr LLC 0.49% New 51,379 $2.1M
Cozad Asset Management Inc. 0.16% Reduce -3.2% 51,259 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 51,001 $2.0M
Dumont & Blake Investment Advisors LLC 0.48% Reduce -1.5% 48,339 $1.9M
Private Advisor Group, LLC 0.01% Reduce -4.5% 48,323 $1.9M
New Mexico Educational Retirement Board 0.06% No change 48,258 $1.9M
Oregon Public Employees Retirement Fund 0.02% Add +3.1% 46,709 $1.9M
Allworth Financial LP 0.01% Reduce -2.1% 46,040 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.7% 45,422 $1.8M
American National Bank & Trust 0.17% Reduce -0.1% 45,068 $1.8M
Bank of Montreal 0.00% Add +34.2% 45,053 $1.8M
Naples Global Advisors, LLC 0.13% Add +0.2% 44,117 $1.8M
Correct Capital Wealth Management 0.32% Add +0.6% 43,456 $1.7M
Vestcor Inc 0.05% Add +75.5% 42,475 $1.7M
Ridgewood Investments LLC 0.68% — 41,693 $1.7M
Choreo, LLC 0.02% Reduce -0.1% 41,562 $1.7M
Summit Trail Advisors, LLC 0.02% Add +47.2% 41,410 $1.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.06% Reduce -13.3% 40,991 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +29.8% 40,646 $1.6M
Brandes Investment Partners, LP 0.01% Add +13.6% 40,452 $1.6M
Hudson Portfolio Management LLC 1.36% No change 40,335 $1.6M
Kiker Wealth Management, LLC 0.76% New 39,676 $1.6M
Blair William & Co. 0.00% Add +4.4% 37,799 $1.5M
Utah Retirement Systems 0.02% No change 37,713 $1.5M
Allstate Corp. 0.02% New 37,460 $1.5M
Elo Mutual Pension Insurance Co 0.02% Add +3.2% 37,134 $1.5M
Pictet Asset Management Holding SA 0.00% Add +6.5% 36,664 $1.5M
HBK Sorce Advisory LLC 0.03% Add +0.1% 36,585 $1.4M
Capital Fund Management S.A. 0.01% Reduce -57.5% 35,198 $1.4M
Summit Financial, LLC 0.02% Add +47.9% 34,946 $1.4M
Ethic Inc. 0.02% Reduce -16.9% 33,825 $1.3M
Stifel Financial Corp. 0.00% Reduce -40.7% 33,707 $1.3M
DC Investments Management, LLC 0.51% New 33,426 $1.3M
Lee Financial Co 0.19% Reduce -0.4% 33,394 $1.3M
NewEdge Wealth, LLC 0.02% Add +24.7% 32,379 $1.3M
Geneos Wealth Management Inc. 0.03% Reduce -3.1% 32,287 $1.3M
AssuredPartners Investment Advisors, LLC 0.14% Reduce -22.4% 31,864 $1.3M
Brighton Jones LLC 0.03% New 32,062 $1.3M
Convergence Investment Partners, LLC 0.21% Add +0.6% 31,687 $1.3M
Glenmede Trust Co. NA 0.01% Reduce -6.5% 31,478 $1.3M
Assetmark, Inc. 0.00% Reduce -80.1% 31,459 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -5.7% 31,115 $1.2M
Merit Financial Group, LLC 0.01% Reduce -22.0% 31,095 $1.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.3% 30,412 $1.2M
Alps Advisors Inc. 0.01% Reduce -9.4% 30,091 $1.2M
Deutsche Bank AG 0.00% Reduce -26.2% 29,999 $1.2M
Capstone Investment Advisors, LLC 0.01% New 29,548 $1.2M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.2% 28,401 $1.1M
New York Life Investment Management LLC 0.01% Add +31.6% 27,627 $1.1M
Cresset Asset Management, LLC 0.00% Add +2.6% 27,618 $1.1M
Xponance LLC 0.01% Add +30.0% 27,568 $1.1M
Highline Wealth Partners LLC 0.28% Add +0.4% 27,393 $1.1M
Pacer Advisors, Inc. 0.00% Add +1.1% 27,033 $1.1M
Pettee Investors, Inc. 0.56% No change 27,000 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -39.1% 27,030 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -6.7% 26,893 $1.1M
Everhart Financial Group, Inc. 0.09% Add +7.0% 26,750 $1.1M
Empowered Funds, LLC 0.01% New 26,413 $1.1M
Fiduciary Trust Co 0.01% No change 26,407 $1.1M
Quest Investment Management LLC 0.12% Add +0.0% 26,238 $1.0M
Twin Capital Management Inc. 0.13% Add +1.5% 25,766 $1.0M
Quadrature Capital Ltd 0.01% New 25,718 $1.0M
BNP Paribas Financial Markets 0.00% Reduce -5.1% 25,625 $1.0M
Moors & Cabot, Inc. 0.04% Reduce -0.4% 24,880 $993K
Susquehanna Fundamental Investments, LLC 0.04% Reduce -80.8% 24,762 $988K
Vise Technologies, Inc. 0.02% No change 21,619 $987K
Etesian Wealth Advisors, Inc. 0.31% No change 24,428 $975K
Caisse Des Depots Et Consignations 0.02% No change 24,040 $959K
Evergreen Capital Management LLC 0.02% Reduce -2.6% 23,527 $939K
Avidian Wealth Enterprises, LLC 0.03% Add +8.9% 23,433 $935K
Harrell Investment Partners, LLC 0.22% Add +427.7% 23,367 $932K
D.B. Root & Company, LLC 0.22% Reduce 0.0% 23,099 $922K
State of Wisconsin Investment Board 0.00% Add +73.8% 22,816 $910K
United Capital Financial Advisors, LLC 0.01% Add +153.5% 22,377 $893K
Ironwood Investment Management LLC 0.37% Reduce -0.9% 22,248 $888K
AlphaCore Capital LLC 0.02% Add +1.9% 21,516 $858K
John Boyer, Inc. 0.85% Add +0.8% 21,395 $854K
Ruggaard & Associates LLC 0.33% Reduce -1.2% 21,038 $839K
Marshall Wace, LLP 0.00% New 21,032 $839K
SageView Advisory Group, LLC 0.03% Reduce -1.9% 20,955 $836K
Truist Financial Corp. 0.00% Add +4.8% 20,939 $835K
denkapparat Operations GmbH 0.34% No change 20,786 $829K
Invst, LLC 0.09% Add +13.4% 20,525 $819K
Fruth Investment Management 0.20% No change 20,358 $812K
Inscription Capital, LLC 0.09% Add +3.0% 20,312 $810K
Oak Thistle LLC 0.08% Reduce -26.9% 20,250 $808K
Callan Family Office, LLC 0.02% Add +5.8% 19,915 $795K
A. D. Beadell Investment Counsel, Inc. 0.50% Add +2.2% 19,745 $787K
CSS LLC 0.12% Add +42.9% 19,670 $785K
Exchange Traded Concepts, LLC 0.01% Reduce -24.5% 19,391 $774K
Ascentis Independent Advisors 0.06% Reduce -0.9% 19,375 $773K
Farther Finance Advisors, LLC 0.01% Add +1.8% 19,491 $772K
Impact Partnership Wealth, LLC 0.10% Add +26.5% 19,270 $769K
Zacks Investment Management 0.01% Reduce -1.4% 19,112 $763K
SG Americas Securities, LLC 0.00% Reduce -72.1% 19,055 $760K
Essential Partners LLC 0.25% Reduce -21.4% 18,899 $754K
Garner Asset Management Corp 0.29% Reduce -5.7% 18,671 $745K
Jones Financial Companies LLLP 0.00% Add +117.5% 18,893 $745K
IFP Advisors, Inc 0.02% Add +0.1% 18,637 $744K
Pallas Capital Advisors LLC 0.03% Reduce -25.1% 18,545 $740K
Chicago Partners Investment Group LLC 0.02% Add +16.7% 17,416 $733K
Jane Street Group, LLC 0.00% Add +78.9% 18,289 $730K
Federated Hermes, Inc. 0.00% Reduce -1.1% 18,096 $722K
Orion Porfolio Solutions, LLC 0.01% Reduce -9.6% 17,958 $717K
Cambria Investment Management, L.P. 0.04% Reduce -91.2% 17,839 $712K
Belleair Asset Management, LLC 0.63% No change 17,450 $696K
Rockefeller Capital Management L.P. 0.00% Add +21.0% 17,413 $695K
A&I Financial Services, LLC 0.33% Reduce -1.9% 17,404 $694K
Kestra Advisory Services, LLC 0.00% Add +49.7% 17,312 $691K
CIBC Asset Management Inc 0.00% No change 17,304 $690K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.3% 17,300 $690K
Atticus Wealth Management, LLC 0.19% Add +1.9% 17,242 $688K
Navellier & Associates Inc. 0.07% Reduce -1.4% 17,139 $684K
Sanctuary Advisors, LLC 0.00% Reduce -19.0% 16,931 $676K
Mgo One Seven LLC 0.01% Add +47.8% 16,909 $675K
Securian Asset Management, Inc. 0.03% Add +1.1% 16,780 $670K
Foster Group, Inc. 0.02% Add +1.1% 16,632 $664K
Mesirow Financial Investment Management, Inc. 0.01% No change 16,617 $663K
Venturi Wealth Management, LLC 0.03% Add +2.5% 16,573 $661K
Pinnacle Financial Partners, Inc. 0.01% Reduce -20.5% 16,254 $649K
Lynx Investment Advisory 0.31% Add +7.5% 16,223 $647K
QRG Capital Management, Inc. 0.01% Add +6.5% 16,216 $647K
Squarepoint Ops LLC 0.00% New 15,991 $638K
Perigon Wealth Management, LLC 0.01% Reduce -7.2% 15,719 $627K
First National Trust Co 0.02% No change 15,649 $624K
Dakota Wealth Management 0.01% Reduce -7.3% 15,569 $621K
Parallel Advisors, LLC 0.01% Reduce -4.5% 15,013 $599K
UMB Bank, n.a. 0.01% Reduce -13.0% 15,004 $599K
Meeder Advisory Services, Inc. 0.02% Add +8.0% 14,670 $585K
Coldstream Capital Management Inc. 0.01% Add +0.2% 14,569 $581K
Syon Capital LLC 0.03% Reduce -26.3% 14,564 $581K
Vident Advisory, LLC 0.00% Add +13.4% 14,528 $580K
Weiss Asset Management LP 0.01% Reduce -76.9% 14,505 $579K
Sequoia Financial Advisors, LLC 0.00% Reduce -55.5% 14,488 $578K
Public Employees Retirement Association of Colorado 0.00% No change 14,235 $568K
Prudential Financial Inc. 0.00% Reduce -9.9% 14,169 $565K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -86.3% 14,070 $561K
Krilogy Financial LLC 0.02% Reduce -25.9% 13,426 $558K
Federation des caisses Desjardins du Quebec 0.00% Reduce -23.5% 13,891 $554K
Swiss Life Asset Management Ltd 0.00% Reduce -17.7% 13,811 $551K
Miller Financial Services LLC 0.61% Reduce -2.5% 13,795 $550K
Security National Bank of So Dak 0.26% No change 13,625 $544K
HB Wealth Management, LLC 0.00% Add +4.8% 13,562 $541K
HWG Holdings LP 0.14% New 13,276 $530K
Klein Pavlis & Peasley Financial, Inc. 0.29% Add +4.8% 13,240 $528K
HFG Advisors, Inc. 0.37% Add +8.3% 13,084 $522K
Barrett & Company, Inc. 0.18% Reduce -1.2% 13,076 $522K
MBM Wealth Consultants, LLC 0.12% Add +7.1% 13,040 $520K
Snowden Capital Advisors LLC 0.01% Reduce -20.8% 12,973 $518K
Amundi 0.00% Add +15.2% 12,955 $517K
Waverly Advisors, LLC 0.00% Add +2.3% 12,760 $509K
Atria Investments, Inc 0.01% Add +3.3% 12,754 $509K
HUB Investment Partners, LLC 0.01% Add +37.4% 12,748 $509K
Resona Asset Management Co.,Ltd. 0.00% No change 12,744 $508K
Advisory Services Network, LLC 0.01% Add +9.9% 12,728 $508K
Matrix Private Capital Group LLC 0.24% No change 12,686 $506K
World Investment Advisors 0.01% Reduce -4.0% 12,669 $506K
Childress Capital Advisors, LLC 0.09% Add +7.7% 12,511 $499K
AE Wealth Management LLC 0.00% Reduce -96.7% 12,442 $496K
Abner Herrman & Brock LLC 0.05% No change 12,375 $494K
Kera Capital Partners, Inc. 0.06% Reduce -1.7% 12,318 $491K
Family Manage LLC 0.06% Add +12.0% 12,301 $491K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.3% 11,951 $477K
EP Wealth Advisors, LLC 0.00% Reduce -21.1% 11,611 $463K
Integrated Wealth Concepts LLC 0.00% Reduce -87.1% 11,539 $460K
Leuthold Group, LLC 0.05% Reduce -2.9% 11,476 $458K
Live Oak Investment Partners 0.27% Reduce -56.1% 11,415 $455K
Baker Avenue Asset Management, LP 0.01% Add +3.1% 11,288 $450K
Alan B Lancz & Associates, Inc. 0.44% Reduce -10.4% 11,250 $449K
JFS Wealth Advisors, LLC 0.02% Reduce -0.1% 11,062 $441K
Maryland State Retirement & Pension System 0.01% No change 11,046 $441K
Bank of Nova Scotia 0.00% Add +23.6% 10,885 $434K
Tower Research Capital LLC (TRC) 0.01% Add +42.4% 10,760 $429K
MAI Capital Management 0.00% Add +18.9% 10,736 $428K
Signet Financial Management, LLC 0.05% Reduce -2.9% 10,629 $424K
NFSG Corp 0.07% Reduce -2.1% 10,455 $417K
Susquehanna International Group, LLP 0.00% Reduce -53.0% 10,444 $417K
Optas, LLC 0.06% Add +95.3% 10,307 $411K
Fulcrum Capital LLC 0.09% No change 10,228 $408K
Lido Advisors, LLC 0.00% Add +24.2% 10,200 $407K
Transcend Capital Advisors, LLC 0.03% Reduce -14.1% 10,195 $407K
Blue Trust, Inc. 0.00% Add +229.8% 10,082 $402K
Platform Technology Partners 0.08% Add +32.8% 10,064 $402K
Qsemble Capital Management, LP 0.03% Reduce -31.9% 9,986 $398K
Beto Financial Group, LLC 0.23% Add +0.8% 10,046 $397K
Prime Capital Investment Advisors, LLC 0.00% Add +4.3% 9,928 $396K
Brooklyn Investment Group 0.01% Add +37.5% 9,805 $391K
Guardian Partners Inc. 0.03% Add +9.7% 9,737 $389K
Savvy Advisors, Inc. 0.01% Reduce -5.4% 9,656 $385K
Advisor OS, LLC 0.03% New 9,599 $383K
Wolfstich Capital, LLC 0.33% New 9,528 $380K
Mill Capital Management, LLC 0.03% Reduce -14.4% 9,423 $376K
Smartleaf Asset Management LLC 0.01% Reduce -30.8% 9,415 $376K
Sagespring Wealth Partners, LLC 0.01% Reduce -12.8% 9,335 $372K
Clearstead Advisors, LLC 0.00% Reduce -7.9% 9,330 $372K
Security National Bank of Sioux City Iowa 0.22% No change 9,265 $370K
Aaron Wealth Advisors LLC 0.02% Reduce -36.5% 9,257 $369K
DNB Asset Management AS 0.00% New 9,256 $369K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.3% 9,124 $364K
HSBC Holdings PLC 0.00% Reduce -37.5% 9,035 $360K
Mitchell Sinkler & Starr 0.17% Add +0.3% 9,008 $359K
Hummer Financial Advisory Services Inc 0.25% No change 8,912 $356K
Texas Capital Bank Wealth Management Services Inc 0.02% No change 8,848 $353K
Capital Advisors Inc. 0.01% New 8,826 $352K
FIL Ltd 0.00% New 8,753 $349K
Compound Planning, Inc. 0.01% Add +7.1% 8,746 $349K
Visionary Wealth Advisors 0.02% Reduce -0.3% 8,562 $342K
Quadrant Capital Group LLC 0.01% Reduce -2.9% 8,491 $339K
SummitTX Capital, L.P. 0.01% Reduce -89.2% 8,347 $333K
Cornerstone Investment Partners, LLC 0.01% Add +4.7% 8,250 $329K
Gilliland Jeter Wealth Management LLC 0.10% No change 8,226 $328K
Claro Advisors Inc. 0.04% New 8,073 $322K
Midwest Trust Co 0.00% Reduce -2.7% 8,071 $322K
Savant Capital, LLC 0.00% Add +38.3% 8,061 $322K
Sfmg, LLC 0.02% Add +2.8% 8,007 $319K
Bridgefront Capital, LLC 0.08% New 7,997 $319K
Biltmore Family Office, LLC 0.04% New 7,891 $315K
GAMMA Investing LLC 0.01% Add +1.3% 7,860 $314K
Two Sigma Securities, LLC 0.04% New 7,825 $312K
Fiduciary Financial Group, LLC 0.04% Reduce -3.9% 7,804 $311K
AlphaGrep UK Ltd 0.09% New 7,703 $307K
Frec Markets, Inc. 0.05% New 7,698 $307K
Evolution Advisers, Inc. 0.13% No change 7,682 $306K
Sterling Capital Management LLC 0.01% Reduce -43.4% 7,667 $306K
Shelton Capital Management 0.01% No change 7,626 $304K
Camelot Portfolios, LLC 0.23% Reduce -7.9% 7,602 $303K
Certuity, LLC 0.02% Add +52.9% 7,589 $303K
Versant Capital Management, Inc 0.03% Add +24.5% 7,572 $302K
Tudor Investment Corporation 0.00% New 7,564 $302K
Commerce Bank 0.00% Add +5.3% 7,483 $299K
KBC Group NV 0.00% Add +20.4% 7,464 $298K
Oppenheimer & Co. Inc. 0.00% New 7,388 $295K
Trust Point Inc. 0.03% Add +4.5% 7,352 $293K
Westco Advisory Services Inc. 0.19% No change 7,300 $291K
CX Institutional 0.01% Add +8678.3% 7,286 $291K
NorthCrest Asset Manangement, LLC 0.01% Reduce -21.6% 7,184 $290K
Croban 0.13% Reduce -16.7% 7,182 $286K
Signaturefd, LLC 0.00% Add +9.5% 7,124 $284K
Pointe Capital Management LLC 0.14% No change 7,119 $284K
Elevate Capital Advisors, LLC 0.18% Reduce -29.7% 7,026 $280K
Evoke Wealth, LLC 0.01% Reduce -27.6% 6,883 $275K
Hantz Financial Services, Inc. 0.00% Add +67.0% 6,841 $273K
Curat Global, LLC 0.27% Add +36.0% 6,800 $271K
Concurrent Investment Advisors, LLC 0.00% New 6,750 $269K
Destination Wealth Management 0.01% Add +5.8% 6,712 $268K
North Dakota State Investment Board 0.01% Reduce -17.7% 6,681 $267K
Waddell & Associates, LLC 0.01% Reduce -19.3% 6,671 $266K
Paulson Wealth Management Inc. 0.06% Add +9.1% 6,644 $265K
Prosperity Consulting Group, LLC 0.01% Reduce -8.8% 6,605 $264K
Shepherd Financial Partners LLC 0.03% Add +0.9% 6,592 $263K
Simon Quick Advisors, LLC 0.01% New 6,588 $263K
True Blue Financial, LLC 0.20% New 6,514 $260K
Heffernan Advisory, Inc. 0.24% Reduce -4.9% 6,509 $260K
waypoint wealth counsel 0.13% Reduce -23.1% 6,464 $258K
Integrity Alliance, Llc. 0.01% Reduce -2.0% 6,418 $256K
United Community Bank 0.09% Reduce -24.3% 6,395 $255K
Mutual Advisors, LLC 0.01% Add +3.7% 6,383 $255K
WJ Financial Advisors LLC 0.20% No change 6,336 $253K
Polymer Capital Management (US) LLC 0.04% New 6,302 $251K
Modera Wealth Management, LLC 0.00% New 6,282 $251K
SeaCrest Wealth Management, LLC 0.03% No change 6,248 $249K
Bill Few Associates, Inc. 0.06% Add +3.4% 6,248 $249K
Dynamic Advisor Solutions LLC 0.01% Add +8.7% 6,242 $249K
Fifth Third Wealth Advisors LLC 0.01% Add +0.2% 6,200 $247K
Bull Harbor Capital LLC 0.06% — 6,058 $242K
Florida Trust Wealth Management Co 0.01% Reduce -19.2% 5,988 $239K
Saxony Capital Management, LLC 0.14% Add +0.5% 5,918 $236K
Schroder Investment Management Group 0.00% Reduce -5.2% 5,877 $235K
Prospera Financial Services Inc 0.00% New 5,848 $233K
Ashton Thomas Securities, LLC 0.03% Reduce -5.2% 5,808 $232K
Fagan Associates, Inc. 0.03% No change 5,800 $231K
Gateway Investment Advisers LLC 0.00% New 5,791 $231K
&partners 0.00% Reduce -10.4% 5,779 $231K
RIA Advisory Group LLC 0.06% Add +2.0% 5,728 $229K
Equitable Holdings, Inc. 0.00% New 5,049 $227K
Brookstone Capital Management 0.00% New 5,603 $224K
Salem Investment Counselors Inc. 0.01% No change 5,578 $223K
VestGen Advisors, LLC 0.01% Reduce -24.6% 5,639 $221K
Cowa, LLC 0.06% No change 5,516 $220K
Caldwell Sutter Capital, Inc. 0.09% No change 5,500 $219K
Belfer Management LLC 3.66% Add +3.6% 5,480 $219K
STRS Ohio 0.00% Reduce -0.1% 5,466 $218K
Kathmere Capital Management, LLC 0.01% New 5,464 $218K
Parcion Private Wealth LLC 0.01% Reduce -12.7% 5,415 $216K
Avantax Planning Partners, Inc. 0.01% Reduce -8.5% 5,359 $214K
Innealta Capital, LLC 0.13% New 5,324 $212K
McIlrath & Eck, LLC 0.02% Add +6.4% 5,317 $212K
Canada Pension Plan Investment Board 0.00% No change 5,300 $211K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.5% 5,252 $210K
Simplex Trading, LLC 0.01% New 5,247 $209K
Panagora Asset Management Inc. 0.00% No change 5,234 $209K
Brown Brothers Harriman & Co. 0.00% No change 5,225 $208K
Praxis Investment Management Inc. 0.01% New 5,221 $208K
Affiance Financial, LLC 0.03% No change 5,203 $208K
Boothbay Fund Management, LLC 0.01% Reduce -2.6% 5,201 $208K
Rwa Wealth Partners, LLC 0.00% Reduce -0.8% 5,139 $205K
Penserra Capital Management LLC 0.00% Add +2.0% 5,155 $205K
Mangrove Partners Im, LLC 0.02% New 5,128 $205K
Arax Advisory Partners 0.01% Reduce -2.0% 5,111 $204K
Mainsail Asset Management, LLC 0.09% Reduce -5.6% 5,089 $203K
Aptus Capital Advisors, LLC 0.00% Reduce -6.6% 5,065 $202K
Journey Strategic Wealth LLC 0.01% Reduce -7.0% 5,053 $202K
Northwestern Mutual Wealth Management Co. 0.00% Add +764.8% 4,808 $192K
Strategic Wealth Partners, Ltd. 0.01% No change 4,651 $186K
CVA Family Office, LLC 0.02% Add +9.5% 4,489 $179K
Atlas Capital Advisors Inc. 0.02% No change 4,337 $173K
Eurizon Capital SGR S.p.A. 0.00% Reduce -45.4% 4,301 $173K
HM Payson & Co. 0.00% No change 4,228 $169K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +31.3% 4,187 $167K
Godsey & Gibb, Inc. 0.01% No change 3,830 $153K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -35.6% 3,821 $152K
Sfam, LLC 0.14% No change 3,781 $151K
Destiny Wealth Partners, LLC 0.02% New 3,755 $150K
Nomura Asset Management Co. Ltd. 0.00% No change 3,570 $142K
Huntington National Bank 0.00% Add +3.6% 3,361 $134K
SBI Securities Co., Ltd. 0.00% Add +28.1% 3,288 $131K
Measured Wealth Private Client Group, LLC 0.03% Reduce -86.5% 3,160 $126K
Private Trust Co. NA 0.01% Add +0.0% 2,811 $112K
Opal Wealth Advisors, LLC 0.02% New 2,614 $104K
CENTRAL TRUST Co 0.00% Add +17.9% 2,608 $104K
Hollencrest Capital Management 0.00% Add +0.3% 2,430 $97K
Larson Financial Group LLC 0.00% Add +27.3% 2,376 $95K
Quent Capital, LLC 0.01% Reduce -3.7% 2,295 $92K
McMillan Office, Inc. 0.01% Reduce -22.3% 2,156 $86K
CNB Bank 0.04% No change 2,129 $85K
Nalls Sherbakoff Group, LLC 0.06% No change 2,016 $80K
Whittier Trust Co. 0.00% No change 1,900 $77K
Bayforest Capital Ltd 0.09% Reduce -75.1% 1,907 $76K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,700 $68K
Harbour Investments, Inc. 0.00% Add +2156.0% 1,692 $68K
Root Financial Partners, LLC 0.00% Add +14.3% 1,576 $63K
Trust Co. of Toledo NA 0.01% No change 1,563 $62K
True Wealth Design, LLC 0.02% Add +0.7% 1,560 $62K
HHM Wealth Advisors, LLC 0.01% No change 1,500 $60K
Bessemer Group Inc. 0.00% Add +5.7% 1,425 $57K
Ancora Advisors LLC 0.00% Reduce -38.5% 1,401 $56K
Basecamp Wealth Advisors LLC 0.01% Reduce -9.1% 1,353 $54K
Deseret Mutual Benefit Administrators 0.02% Add +63.0% 1,301 $52K
Glen Eagle Advisors, LLC 0.01% Add +3.2% 1,267 $51K
SJS Investment Consulting Inc. 0.01% Add +6.4% 1,193 $48K
Millstone Evans Group, LLC 0.03% No change 1,146 $46K
Crews Bank & Trust 0.01% No change 1,116 $45K
POM Investment Strategies, LLC 0.05% New 1,091 $44K
McGuire Capital Advisors Inc. 0.03% No change 1,000 $40K
WPG Advisers, LLC 0.03% Reduce -8.4% 978 $39K
MCF Advisors LLC 0.00% No change 964 $38K
Parkside Financial Bank & Trust 0.00% Reduce -25.2% 948 $38K
Hilton Head Capital Partners, LLC 0.02% No change 831 $33K
True Link Financial Advisors, LLC 0.00% New 820 $33K
PlanVest Financial, Inc 0.02% — 800 $32K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.7% 796 $32K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 750 $30K
Clearstead Trust, LLC 0.00% No change 727 $29K
Quarry LP 0.01% Reduce -48.9% 720 $29K
Gill Capital Partners, LLC 0.01% New 670 $27K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.9% 667 $27K
Whipplewood Advisors, LLC 0.01% Reduce -37.6% 665 $27K
Manchester Capital Management LLC 0.00% No change 651 $26K
International Assets Investment Management, LLC 0.00% Reduce -27.2% 650 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 631 $25K
JPL Wealth Management, LLC 0.01% New 628 $25K
Financial Perspectives, Inc 0.01% Add +6.6% 611 $24K
Whittier Trust Co. of Nevada Inc. 0.00% No change 600 $24K
Axiom Investment Management LLC 0.02% — 600 $24K
Caldwell Trust Co 0.00% No change 600 $24K
Wealth Enhancement Trust Services, Inc. 0.00% Add +2.5% 562 $22K
Wilmington Savings Fund Society, FSB 0.00% New 558 $22K
V-Square Quantitative Management LLC 0.00% Reduce -2.8% 552 $22K
N.E.W. Advisory Services LLC 0.00% No change 518 $21K
Rosenberg Matthew Hamilton 0.00% No change 500 $20K
SHP Wealth Management 0.00% No change 500 $20K
AdvisorNet Financial, Inc 0.00% No change 500 $20K
WealthCollab, LLC 0.01% No change 485 $19K
Montag A & Associates Inc. 0.00% Add +384.5% 470 $19K
1 North Wealth Services LLC 0.01% No change 470 $19K
Capital Advisors, Ltd. LLC 0.00% No change 448 $18K
Bank of New Hampshire 0.00% New 433 $17K
Colonial Trust Co / SC 0.00% No change 430 $17K
Harbor Investment Advisory, LLC 0.00% No change 400 $16K
Contravisory Investment Management, Inc. 0.00% Reduce -31.9% 397 $16K
Peregrine Capital Management LLC 0.00% No change 390 $16K
Los Angeles Capital Management LLC 0.00% Reduce -99.5% 388 $15K
Covestor Ltd 0.01% Reduce -27.9% 397 $15K
Truvestments Capital LLC 0.00% Add +1.0% 302 $12K
Kentucky Trust Co 0.01% No change 300 $12K
Country Trust Bank 0.00% No change 300 $12K
General Partner, Inc. 0.01% No change 288 $11K
Beacon Investment Advisory Services, Inc. 0.00% New 281 $11K
Tacita Capital Inc 0.01% New 260 $10K
Fortitude Family Office, LLC 0.00% Add +75.5% 258 $10K
Resources Management Corp. /CT/ 0.00% No change 255 $10K
Owl Creek Wealth Partners LLC 0.00% — 250 $10K
Private Wealth Management Group, LLC 0.00% No change 239 $10K
Bell Investment Advisors, Inc 0.00% No change 215 $9K
GHP Investment Advisors, Inc. 0.00% No change 213 $8K
Scarborough Advisors, LLC 0.00% New 206 $8K
Spire Wealth Management 0.00% No change 205 $8K
Harbor Asset Planning, Inc. 0.01% No change 200 $8K
Farmers & Merchants Investments Inc. 0.00% No change 200 $8K
Danske Bank A/S 0.00% Reduce -90.5% 200 $8K
Lloyd Advisory Services, LLC. 0.00% New 183 $7K
Kingdom Financial Group LLC. 0.00% New 183 $7K
Prestige Wealth Management Group LLC 0.00% No change 183 $7K
Twin Peaks Wealth Advisors, LLC 0.00% New 174 $7K
TopTier Wealth Management, LLC 0.00% New 172 $7K
Keating Financial Advisory Services, Inc. 0.00% Reduce -36.0% 167 $7K
Rossby Financial, LCC 0.00% Add +113.0% 164 $6K
Heritage Wealth Advisors 0.00% No change 150 $6K
Holos Integrated Wealth LLC 0.00% No change 140 $6K
Legacy Wealth Managment, LLC 0.00% No change 140 $6K
Sachetta, LLC 0.00% No change 136 $5K
Innovative Asset Advisors Group, LLC 0.00% — 136 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +24.1% 134 $5K
Salomon & Ludwin, LLC 0.00% No change 129 $5K
Bare Financial Services, Inc 0.00% Add +353.6% 127 $5K
IMA Advisory Services, Inc. 0.00% Reduce -22.1% 109 $4K
Archer Investment Corp 0.00% New 108 $4K
Physician Wealth Advisors, Inc. 0.00% Add +12.9% 105 $4K
Mather Group, Llc. 0.00% New 103 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 102 $4K
Avion Wealth 0.00% No change 113 $4K
Evolution Wealth Management Inc. 0.00% No change 100 $4K
Rialto Wealth Management, LLC 0.00% Add +24.3% 92 $4K
Intentional Wealth Strategies, LLC 0.00% — 89 $4K
Elevation Wealth Partners, LLC 0.00% Add +225.9% 88 $4K
Cedar Mountain Advisors, LLC 0.00% New 83 $3K
Rakuten Securities, Inc. 0.00% Reduce -18.0% 82 $3K
Sunrise Financial Services, LLC 0.00% No change 81 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 68 $3K
Ares Financial Consulting, LLC 0.00% No change 66 $3K
Kilter Group LLC 0.00% New 65 $3K
S&T Bank 0.00% Reduce -7.3% 64 $3K
Caitlin John, LLC 0.00% No change 62 $2K
Lanark Financial, Inc. 0.00% Reduce -26.2% 62 $2K
Signature Resources Capital Management, LLC 0.00% New 60 $2K
Chilton Capital Management LLC 0.00% No change 60 $2K
Triumph Capital Management 0.00% No change 55 $2K
Dunhill Financial, LLC 0.00% Reduce -1.8% 54 $2K
Nemes Rush Group LLC 0.00% No change 51 $2K
Financial Network Wealth Advisors LLC 0.00% No change 48 $2K
Raffa Wealth Management, LLC 0.00% New 48 $2K
TD Private Client Wealth LLC 0.00% No change 45 $2K
Key Capital Management, INC 0.00% Add +258.3% 43 $2K
Sunbelt Securities, Inc. 0.00% Reduce -65.5% 39 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 36 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 34 $1K
Picton Mahoney Asset Management 0.00% No change 33 $1K
Cromwell Holdings LLC 0.00% No change 32 $1K
Natixis 0.00% New 32 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -25.6% 32 $1K
Bruce G. Allen Investments, LLC 0.00% Add +64.7% 28 $1K
HFM Investment Advisors, LLC 0.00% No change 25 $998
Cornerstone Planning Group LLC 0.00% No change 25 $982
Vermillion Wealth Management, Inc. 0.00% New 16 $638
Hoey Investments, Inc. 0.00% No change 15 $617
Hughes Financial Services, LLC 0.00% Reduce -6.7% 14 $559
Horizon Investments, LLC 0.00% Reduce -99.8% 14 $559
Principia Wealth Advisory, LLC 0.00% Reduce -23.5% 13 $519
Frazier Financial Advisors, LLC 0.00% Reduce -72.1% 12 $479
DecisionPoint Financial, LLC 0.00% No change 8 $320
Curio Wealth, LLC 0.00% New 8 $319
MV Capital Management, Inc. 0.00% No change 7 $280
Grove Bank & Trust 0.00% New 7 $279
Signature Equity Partners, LLC 0.00% New 6 $239
Cassaday & Co Wealth Management LLC 0.00% New 4 $160
Bartlett & Co. Wealth Management LLC 0.00% New 4 $154
American Capital Advisory, LLC 0.00% No change 2 $80
Anchor Investment Management, LLC 0.00% No change 1 $42

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