Occidental PetroleumOXY

13F holders, Q1 2025 (March 31)
1,203holders −16
116new positions
122sold out
14famous investors
$49.34avg. 13F price*

At the end of Q1 2025, 1,203 institutions reported holding Occidental Petroleum Corp. (OXY) in their 13F filings, down 16 from Q4 2024. 116 opened new positions and 122 sold out. The largest holders were Berkshire Hathaway ($13.1B), Dodge & Cox ($4.0B) and Vanguard Group Inc. ($4.0B). 14 famous investors held it, including Prem Watsa (16.1% of Fairfax Financial Holdings's portfolio), Duan Yongping (5.7% of H&H International Investment's portfolio) and Warren Buffett (5.0% of Berkshire Hathaway's portfolio).

Company
Occidental Petroleum Corp.
Sector
Energy
CUSIP
674599105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions116$140.1M
Exits122$553.2M

All 13F filers, Q4 2024 → Q1 2025: 57,246,921 shares bought and 34,073,493 shares sold, net +23,173,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,203 holders

Berkshire Hathaway 5.03% Add +0.3% 264,941,431 $13.1B
Dodge & Cox 2.27% Add +15.5% 80,839,070 $4.0B
Vanguard Group Inc. 0.07% Add +17.8% 80,230,989 $4.0B
BlackRock, Inc. 0.04% Add +1.9% 43,092,508 $2.1B
State Street Corp. 0.08% Reduce -3.7% 38,428,912 $1.9B
Geode Capital Management, LLC 0.06% Add +4.0% 14,822,609 $728.9M
H&H International Investment 5.69% Add +1.8% 13,826,100 $682.5M
Morgan Stanley 0.04% Reduce -13.8% 12,238,887 $604.1M
Dimensional Fund Advisors LP 0.10% Add +9.6% 8,128,136 $401.2M
Pacer Advisors, Inc. 0.94% Add +9413.2% 7,353,053 $362.9M
Northern Trust Corp. 0.05% Add +1.6% 7,175,439 $354.2M
UBS Group AG 0.07% Add +3.3% 6,550,179 $323.3M
Invesco Ltd. 0.06% Reduce -3.2% 6,151,394 $303.6M
Fairfax Financial Holdings 16.12% No change 6,020,418 $297.4M
Smead Capital Management, Inc. 5.03% Reduce -9.3% 5,937,965 $293.1M
Bank of America Corp. 0.02% Add +10.1% 5,537,809 $273.3M
Bank of New York Mellon Corp 0.04% Reduce -17.5% 4,542,129 $224.2M
Legal & General Group Plc 0.06% Add +9.7% 4,458,239 $220.1M
Charles Schwab Investment Management Inc. 0.04% Add +4.6% 4,432,722 $218.8M
Adams Asset Advisors, LLC 24.41% Reduce -0.0% 3,532,753 $174.4M
FMR LLC 0.01% Reduce -15.4% 3,509,564 $173.2M
Two Sigma Investments, LP 0.38% Add +359.9% 3,430,058 $169.3M
Cooke & Bieler LP 1.51% Add +3.1% 3,051,713 $150.6M
Scharf Investments, LLC 4.42% Add +20.4% 2,963,439 $146.3M
American Century Companies Inc. 0.09% Reduce -20.7% 2,905,412 $143.4M
Squarepoint Ops LLC 0.35% Reduce -7.1% 2,860,805 $141.2M
JPMorgan Chase & Co. 0.01% Add +72.5% 2,706,020 $133.6M
HighTower Advisors, LLC 0.17% Add +33.5% 2,472,865 $122.1M
Amundi 0.04% Add +13.5% 2,692,649 $118.2M
Nuveen, LLC 0.03% — 2,022,945 $99.9M
Swiss National Bank 0.07% Add +10.8% 1,985,014 $98.0M
Goldman Sachs Group Inc. 0.02% Reduce -36.8% 1,978,954 $97.7M
Royal Bank of Canada 0.02% Add +4.3% 1,923,635 $94.9M
Two Sigma Advisers, LP 0.21% Add +5486.1% 1,893,700 $93.5M
Susquehanna International Group, LLP 0.15% Add +171.1% 1,799,884 $88.8M
Barclays PLC 0.04% Add +5.4% 1,788,494 $88.3M
BNP Paribas Financial Markets 0.07% Reduce -1.2% 1,716,502 $84.7M
Walleye Capital LLC 1.00% Add +1641.2% 1,631,076 $80.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +9.7% 1,596,699 $78.8M
Deutsche Bank AG 0.03% Reduce -6.3% 1,524,369 $75.2M
Himalaya Capital Management 3.27% No change 1,466,500 $72.4M
Citigroup Inc. 0.05% Reduce -11.5% 1,445,484 $71.3M
Raymond James Financial Inc. 0.03% Add +7.0% 1,437,214 $70.9M
Wells Fargo & Company 0.02% Add +10.1% 1,404,378 $69.3M
Rhumbline Advisers 0.06% Add +7.0% 1,202,070 $59.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +12.3% 1,194,192 $58.9M
First Trust Advisors LP 0.05% Add +7.0% 1,128,660 $55.7M
Renaissance Technologies 0.08% Add +272.8% 1,109,849 $54.8M
HSBC Holdings PLC 0.04% Add +3.0% 1,085,593 $53.6M
Bank of Montreal 0.03% Reduce -9.3% 1,071,354 $52.9M
California Public Employees Retirement System 0.04% Reduce -1.4% 1,070,546 $52.8M
T. Rowe Price Associates Inc. 0.01% Add +2.3% 976,526 $48.2M
National Pension Service 0.04% Reduce -1.7% 922,493 $45.5M
Royal London Asset Management Ltd. 0.11% Add +4.7% 917,380 $45.3M
Jane Street Group, LLC 0.08% Reduce -14.3% 838,592 $41.4M
California State Teachers Retirement System 0.05% Add +10.3% 836,153 $41.3M
Alliancebernstein L.P. 0.01% Add +5.1% 835,657 $41.2M
Perigon Wealth Management, LLC 1.03% Reduce -0.1% 811,013 $40.0M
Principal Financial Group Inc. 0.02% Add +4.2% 801,603 $39.6M
Canada Pension Plan Investment Board 0.04% Add +926.9% 777,564 $38.4M
AQR Capital Management 0.04% Add +172.5% 773,679 $38.2M
Prudential Financial Inc. 0.05% Add +108.4% 752,961 $37.2M
State Board of Administration of Florida Retirement System 0.07% Reduce -0.7% 749,395 $37.0M
New York State Common Retirement Fund 0.05% Reduce -4.1% 710,670 $35.1M
Aberdeen Group plc 0.07% Add +134.7% 700,412 $34.6M
Envestnet Asset Management Inc. 0.01% Add +9.6% 675,136 $33.3M
Ameriprise Financial Inc. 0.01% Add +0.6% 636,007 $31.4M
Sei Investments Co. 0.04% Reduce -25.1% 568,462 $28.1M
Danske Bank A/S 0.08% Reduce -17.3% 556,310 $27.5M
LPL Financial LLC 0.01% Reduce -8.0% 545,511 $26.9M
Rockefeller Capital Management L.P. 0.07% Add +37.9% 541,587 $26.7M
Hosking Partners LLP 1.09% Reduce -32.5% 523,911 $25.9M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -55.9% 515,876 $25.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.9% 515,343 $25.4M
Tocqueville Asset Management L.P. 0.41% Add +0.9% 504,881 $24.9M
Pureheart Capital Pte Ltd. 3.67% New 500,000 $24.7M
New York State Teachers Retirement System 0.06% Reduce -6.3% 490,042 $24.2M
Neuberger Berman Group LLC 0.02% Add +30.2% 470,436 $23.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.56% Add +180.3% 466,400 $23.0M
Jump Financial, LLC 0.35% Add +23.8% 459,872 $22.7M
Korea Investment CORP 0.05% Reduce -35.4% 449,983 $22.2M
Aviva PLC 0.05% Add +16.5% 446,651 $22.0M
Nordea Investment Management AB 0.02% Reduce -0.4% 438,433 $21.7M
South Dakota Investment Council 0.44% Reduce -0.6% 433,205 $21.4M
Bandera Partners LLC 7.55% No change 425,000 $21.0M
TCTC Holdings, LLC 0.74% Reduce -0.2% 423,249 $20.9M
Capital Fund Management S.A. 0.26% Reduce -45.6% 411,208 $20.3M
State of Wisconsin Investment Board 0.05% Add +12.0% 396,492 $19.6M
Victory Capital Management Inc. 0.02% Reduce -0.2% 392,254 $19.4M
Philip James Wealth Mangement, LLC 2.36% Reduce -5.5% 376,619 $18.6M
Wolverine Trading, LLC 0.57% Add +236.9% 367,758 $18.0M
Russell Investments Group, Ltd. 0.02% Add +63.4% 357,702 $17.7M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.1% 354,753 $17.5M
ANTIPODES PARTNERS Ltd 0.55% Reduce -67.5% 353,553 $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -1.3% 336,119 $16.6M
Wealthfront Advisers LLC 0.04% Reduce -0.9% 327,626 $16.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -86.5% 325,087 $16.0M
Schwartz Investment Counsel Inc. 0.54% Add +15.1% 319,430 $15.8M
Treasurer of the State of North Carolina 0.06% Add +4.1% 311,582 $15.4M
Aquatic Capital Management LLC 0.39% Add +961.1% 311,086 $15.4M
Baird Financial Group, Inc. 0.03% Add +23.2% 309,575 $15.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +10.2% 305,440 $15.1M
Wolverine Asset Management LLC 1.13% New 304,267 $15.0M
Twin Tree Management, LP 0.33% Add +234.6% 303,653 $15.0M
Stifel Financial Corp. 0.02% Add +4.0% 303,437 $15.0M
Commonwealth Equity Services, LLC 0.02% Add +10.8% 300,720 $14.8M
Asset Management One Co., Ltd. 0.05% Add +18.1% 282,561 $13.9M
Public Employees Retirement System of Ohio 0.05% Reduce -3.2% 279,979 $13.8M
Tudor Investment Corporation 0.12% New 276,981 $13.7M
Rule One Partners, LLC 11.25% Reduce -15.4% 275,501 $13.6M
Credit Agricole S A 0.05% Add +17.2% 275,215 $13.6M
Pacific Heights Asset Management LLC 0.92% Add +175.0% 275,000 $13.6M
Eagle Capital Management LLC 0.05% Reduce -61.4% 258,810 $12.8M
TD Asset Management Inc 0.01% Add +0.6% 257,105 $12.7M
Bank of Nova Scotia 0.03% Add +1.8% 255,581 $12.6M
Empowered Funds, LLC 0.18% Add +20.1% 254,592 $12.6M
Qube Research & Technologies Ltd 0.02% New 254,300 $12.6M
Cetera Investment Advisers 0.02% Reduce -1.9% 253,416 $12.5M
Lighthouse Investment Partners, LLC 0.56% Add +576.3% 250,000 $12.3M
Farmers & Merchants Investments Inc. 0.39% Reduce 0.0% 246,386 $12.2M
Rafferty Asset Management, LLC 0.05% Reduce -14.9% 246,085 $12.1M
Oppenheimer & Co. Inc. 0.18% Reduce -0.8% 244,152 $12.1M
Toronto Dominion Bank 0.03% Add +8.5% 239,840 $11.8M
State of New Jersey Common Pension Fund D 0.05% Add +1.6% 236,583 $11.7M
J. Safra Sarasin Holding AG 0.21% Reduce -24.0% 235,696 $11.6M
Nomura Asset Management Co. Ltd. 0.03% Add +19.0% 230,912 $11.4M
Gateway Investment Advisers LLC 0.13% Add +0.0% 229,328 $11.3M
Pictet Asset Management Holding SA 0.01% Add +3.8% 227,849 $11.2M
PARUS FINANCE (UK) Ltd 3.77% Reduce -7.5% 223,493 $11.0M
Franklin Resources Inc. 0.00% Reduce -5.3% 219,337 $10.8M
Resona Asset Management Co.,Ltd. 0.06% Add +20.1% 218,947 $10.8M
Schwerin Boyle Capital Management Inc. 1.11% No change 217,350 $10.7M
Cwm, LLC 0.04% Add +18.3% 213,563 $10.5M
Schonfeld Strategic Advisors LLC 0.07% Add +253.5% 211,831 $10.5M
PEAK6 LLC 0.40% Add +27.8% 209,390 $10.3M
Sarasin & Partners LLP 0.11% Reduce -78.9% 209,010 $10.3M
Ensign Peak Advisors, Inc 0.02% Reduce -3.7% 208,521 $10.3M
Arizona State Retirement System 0.06% Add +15.1% 206,533 $10.2M
Osaic Holdings, Inc. 0.02% Add +8.5% 203,393 $10.0M
KBC Group NV 0.03% Reduce -38.4% 202,919 $10.0M
PNC Financial Services Group, Inc. 0.01% Reduce -5.9% 195,476 $9.6M
Janney Montgomery Scott LLC 0.03% Reduce -6.5% 195,038 $9.6M
Milestones Administradora de Recursos Ltda. 4.89% No change 193,820 $9.6M
Mariner, LLC 0.02% Add +20.8% 192,064 $9.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +14.6% 192,049 $9.5M
Citadel Advisors 0.01% Reduce -67.7% 191,013 $9.4M
NWF Advisory Services Inc. 1.32% Reduce -3.6% 190,478 $9.4M
APG Asset Management N.V. 0.03% Add +44.3% 201,993 $9.2M
Voya Investment Management LLC 0.01% Reduce -1.4% 185,844 $9.2M
Millennium Management 0.01% Reduce -91.5% 184,331 $9.1M
State of Michigan Retirement System 0.05% Reduce -0.1% 183,239 $9.0M
Storebrand Asset Management As 0.03% Reduce -3.1% 182,640 $9.0M
Ingalls & Snyder LLC 0.30% Add +13.3% 182,462 $9.0M
Nomura Holdings Inc. 0.05% Reduce -52.7% 180,692 $8.9M
Public Sector Pension Investment Board 0.04% Add +3.0% 180,602 $8.9M
Corient Private Wealth LP 0.01% Reduce -3.5% 179,366 $8.9M
Gotham Asset Management 0.07% Add +56.0% 178,717 $8.8M
KLP Kapitalforvaltning As 0.04% No change 177,950 $8.8M
CI Investments Inc. 0.04% Reduce -5.3% 176,483 $8.7M
National Bank of Canada 0.01% Reduce -89.7% 176,343 $8.7M
MetLife Investment Management, LLC 0.05% Reduce -1.9% 175,566 $8.7M
Aldebaran Capital, LLC 8.09% Add +2.0% 172,853 $8.5M
Illinois Municipal Retirement Fund 0.12% Reduce -4.9% 172,528 $8.5M
Fisher Asset Management 0.00% Reduce -72.6% 168,357 $8.3M
Assenagon Asset Management S.A. 0.01% Reduce -43.0% 165,984 $8.2M
D. E. Shaw & Co. 0.01% Reduce -66.8% 162,424 $8.0M
Quinn Opportunity Partners LLC 0.56% Add +10.3% 160,410 $7.9M
Creative Planning 0.01% Reduce -20.8% 159,252 $7.9M
Calamos Advisors LLC 0.05% Add +1.1% 158,750 $7.8M
Hamilton Capital Partners Inc. 0.49% Add +12.3% 156,203 $7.7M
Corebridge Financial, Inc. 0.04% Reduce -18.0% 155,733 $7.7M
Czech National Bank 0.07% Add +5.9% 155,176 $7.7M
Qsemble Capital Management, LP 0.81% Add +187.2% 155,000 $7.7M
Level Four Advisory Services, LLC 0.31% Add +29.3% 154,649 $7.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.5% 154,503 $7.6M
Cibc World Market Inc. 0.02% Add +110.0% 153,928 $7.6M
STRS Ohio 0.03% Reduce -41.7% 152,269 $7.5M
Tejara Capital Ltd 3.65% Reduce -8.4% 150,223 $7.4M
Verition Fund Management LLC 0.04% Add +85.5% 149,232 $7.4M
Retirement Systems of Alabama 0.03% Reduce -0.8% 145,181 $7.2M
Macquarie Group Ltd. 0.01% Add +7.5% 136,920 $6.8M
Townsquare Capital LLC 0.07% Add +15.1% 136,865 $6.8M
Teacher Retirement System of Texas 0.03% Add +262.5% 135,541 $6.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +21.5% 134,806 $6.7M
Gabelli Funds LLC 0.05% Reduce -3.2% 133,369 $6.6M
Natixis Advisors, LLC 0.01% Add +7.2% 132,647 $6.5M
Amalgamated Bank 0.06% Add +1.5% 131,727 $6.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +7.3% 130,215 $6.4M
DNB Asset Management AS 0.03% Add +1.9% 129,798 $6.4M
ProShare Advisors LLC 0.01% Add +1.7% 128,788 $6.4M
Manning & Napier Advisors LLC 0.08% Add +36.7% 128,091 $6.3M
Wellington Management Group LLP 0.00% Add +18.1% 127,877 $6.3M
Dark Forest Capital Management LP 0.29% Add +1651.5% 126,443 $6.2M
TD Waterhouse Canada Inc. 0.05% Add +6.2% 126,457 $6.2M
Holowesko Partners Ltd. 2.28% Add +19.9% 123,700 $6.1M
Kessler Investment Group, LLC 2.98% Add +9790.1% 123,626 $6.1M
Asset Management Advisors, LLC 4.14% Add +1.4% 123,045 $6.1M
S&co Inc. 0.40% Add +51.3% 119,265 $5.9M
Nisa Investment Advisors, LLC 0.03% Add +1.2% 118,588 $5.9M
Skylands Capital, LLC 0.84% Reduce -18.7% 117,994 $5.8M
Schroder Investment Management Group 0.01% Reduce -6.6% 118,111 $5.8M
Creative Financial Designs Inc. 0.46% Add +13.3% 116,723 $5.8M
Hahn Capital Management LLC 2.78% Add +0.4% 116,559 $5.8M
Kestra Advisory Services, LLC 0.03% Add +34.0% 115,086 $5.7M
Concorde Financial Corp 3.12% Add +5.3% 114,710 $5.7M
Cutter & CO Brokerage, Inc. 1.33% Add +8.8% 113,475 $5.6M
Utah Retirement Systems 0.06% No change 112,866 $5.6M
DekaBank Deutsche Girozentrale 0.01% Add +0.6% 114,844 $5.6M
Mraz, Amerine & Associates, Inc. 0.95% Add +6.1% 112,801 $5.5M
Poehling Capital Management, INC. 1.38% Add +1.9% 110,705 $5.5M
AXA S.A. 0.02% Reduce -22.2% 109,884 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.3% 109,614 $5.4M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 108,713 $5.4M
CIBC Asset Management Inc 0.02% Reduce -0.8% 108,254 $5.3M
swisspartners Advisors Ltd 5.60% New 121,680 $5.3M
AMG National Trust Bank 0.15% Add +25.1% 107,186 $5.3M
Sagefield Capital LP 0.64% New 107,072 $5.3M
Comerica Bank 0.02% Add +10.3% 104,831 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Reduce -0.9% 101,123 $5.0M
MML Investors Services, LLC 0.02% Add +2.2% 100,602 $5.0M
Police & Firemen's Retirement System of New Jersey 0.05% No change 99,110 $4.9M
IFM Investors Pty Ltd 0.05% Add +2.8% 98,604 $4.9M
Daiwa Securities Group Inc. 0.02% Add +15.4% 98,482 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.9% 97,890 $4.8M
Capricorn Fund Managers Ltd 2.55% Reduce -0.0% 96,791 $4.8M
Gifford Fong Associates 1.17% No change 95,179 $4.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +11.1% 93,327 $4.6M
Pathstone Holdings, LLC 0.02% Add +7.3% 93,299 $4.6M
Linscomb Wealth, Inc. 0.23% No change 92,471 $4.6M
US Bancorp \de 0.01% Add +1.5% 92,054 $4.5M
Clifford Swan Investment Counsel LLC 0.17% Reduce -1.3% 91,780 $4.5M
Yarbrough Capital, LLC 0.19% No change 91,448 $4.5M
Xponance LLC 0.04% Add +5.5% 91,352 $4.5M
New York Life Investment Management LLC 0.05% Reduce -0.5% 90,538 $4.5M
Yousif Capital Management, LLC 0.05% Add +1.6% 89,767 $4.4M
Virtu Financial LLC 0.24% Add +993.0% 88,837 $4.4M
Aigen Investment Management, LP 0.70% Add +619.9% 88,620 $4.4M
Capstone Investment Advisors, LLC 0.05% Reduce -45.2% 88,480 $4.4M
Public Employees Retirement Association of Colorado 0.02% Add +2.8% 86,266 $4.3M
Inspire Trust Co, N.A. 1.01% Add +14.7% 86,000 $4.2M
Bell & Brown Wealth Advisors, LLC 1.65% Add +21.9% 85,606 $4.2M
Quantinno Capital Management LP 0.03% Add +62.2% 85,421 $4.2M
Cheviot Value Management, LLC 0.51% Add +28.4% 107,869 $4.2M
Miller Howard Investments Inc. 0.13% Add +6.8% 84,065 $4.1M
Cibc World Markets Corp. 0.03% Reduce -20.9% 82,772 $4.1M
NorthCoast Asset Management LLC 0.02% Reduce -25.7% 80,301 $4.0M
State of Alaska, Department of Revenue 0.04% Add +2.8% 79,158 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -2.9% 78,555 $3.9M
Cerity Partners LLC 0.01% Reduce -2.9% 78,520 $3.9M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -11.4% 78,293 $3.9M
Advisors Asset Management, Inc. 0.07% Add +49.1% 77,703 $3.8M
Ieq Capital, LLC 0.03% Add +116.0% 77,223 $3.8M
Fagan Associates, Inc. 0.64% Reduce -4.9% 77,185 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Reduce -8.6% 76,911 $3.8M
Atria Investments, Inc 0.05% Add +7.5% 76,120 $3.8M
Pring Turner Capital Group Inc. 2.32% Add +3.3% 75,745 $3.7M
Tidal Investments LLC 0.03% Add +27.8% 74,313 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +14.0% 73,195 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +30.3% 73,919 $3.6M
Inscription Capital, LLC 0.59% — 55,197 $3.6M
Guggenheim Capital LLC 0.03% Reduce -36.6% 72,590 $3.6M
Ashton Thomas Securities, LLC 0.97% Add +96.0% 70,378 $3.5M
Ilex Capital Partners (UK) LLP 0.14% New 70,352 $3.5M
Ellerson Group Inc. 2.67% Reduce -2.0% 68,096 $3.4M
Chou Associates Management Inc. 1.85% New 68,000 $3.4M
Swiss Life Asset Management Ltd 0.02% Add +63.5% 67,238 $3.3M
UniSuper Management Pty Ltd 0.02% Add +5.7% 66,649 $3.3M
Vontobel Holding Ltd. 0.01% Add +20.3% 66,421 $3.3M
Captrust Financial Advisors 0.01% Add +17.1% 65,543 $3.2M
Private Advisor Group, LLC 0.02% Reduce -5.8% 64,313 $3.2M
Hi-Line Capital Management, LLC 1.18% Add +2.1% 63,704 $3.2M
Sanctuary Advisors, LLC 0.02% Reduce -3.4% 63,787 $3.1M
Sharpepoint LLC 2.74% Add +67.4% 77,519 $3.1M
Sterling Investment Management, LLC 2.21% Reduce -1.6% 62,990 $3.1M
Optiver Holding B.V. 0.12% Add +313.9% 62,221 $3.1M
Balyasny Asset Management L.P. 0.01% Reduce -57.2% 61,995 $3.1M
Rakuten Investment Management, Inc. 0.01% — 62,527 $3.1M
Janus Henderson Group PLC 0.00% Reduce -51.8% 62,286 $3.0M
Mackenzie Financial Corp. 0.00% Add +22.4% 61,376 $3.0M
Quantbot Technologies LP 0.09% New 60,346 $3.0M
NewEdge Advisors, LLC 0.02% Reduce -9.1% 59,838 $3.0M
Focus Partners Wealth 0.01% Add +8.7% 59,694 $2.9M
Graphene Investments SAS 2.13% No change 59,100 $2.9M
Oregon Public Employees Retirement Fund 0.06% Add +1.9% 59,064 $2.9M
Northeast Financial Consultants Inc 0.13% Add +0.4% 58,549 $2.9M
Lincoln Capital LLC 0.60% Add +135.3% 72,085 $2.9M
Y-Intercept (Hong Kong) Ltd 0.19% Add +172.8% 58,192 $2.9M
Woodline Partners LP 0.02% Add +40.7% 57,079 $2.8M
Eisler Capital Management Ltd. 0.08% Reduce -56.9% 57,096 $2.8M
Integrated Wealth Concepts LLC 0.03% Add +8.8% 56,922 $2.8M
Intech Investment Management LLC 0.03% Reduce -7.5% 56,815 $2.8M
Intrinsic Value Partners, LLC 2.74% Add +25.0% 56,325 $2.8M
Prosperitas Financial LLC 1.43% Add +16.3% 56,193 $2.8M
Agf Management Ltd. 0.01% Add +8.2% 55,649 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.6% 55,540 $2.7M
Procyon Advisors, LLC 0.17% Add +6.4% 55,375 $2.7M
Private Wealth Partners, LLC 0.23% Reduce -22.4% 55,200 $2.7M
GFG Capital, LLC 0.83% Add +35.9% 54,687 $2.7M
Mitchell Capital Management Co. 0.51% Reduce -34.3% 54,670 $2.7M
ArrowMark Colorado Holdings LLC 0.04% Reduce -0.2% 54,550 $2.7M
IFP Advisors, Inc 0.08% Reduce -1.2% 54,331 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +46.9% 54,322 $2.7M
Truist Financial Corp. 0.00% Add +13.3% 54,322 $2.7M
Fairholme Capital Management 0.22% Add +503.3% 54,300 $2.7M
Mizuho Securities USA LLC 0.06% Reduce -15.5% 54,096 $2.7M
Inkwell Capital LLC 2.91% Add +209.8% 53,902 $2.7M
Delta Global Management LP 0.19% New 53,781 $2.7M
Guardian Wealth Management, Inc. 1.75% Add +187.9% 53,203 $2.6M
Islay Capital Management, LLC 1.78% New 52,929 $2.6M
Mercer Global Advisors Inc. 0.01% Add +35.2% 52,522 $2.6M
XTX Topco Ltd 0.13% New 52,490 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% Add +4.6% 52,108 $2.6M
Caprock Group, LLC 0.08% Add +0.4% 51,626 $2.6M
Twin Capital Management Inc. 0.30% Add +137.9% 51,743 $2.6M
CreativeOne Wealth, LLC 0.08% New 51,488 $2.5M
Callan Family Office, LLC 0.19% Add +26.7% 50,413 $2.5M
Bayesian Capital Management, LP 0.41% New 50,100 $2.5M
RBF Capital, LLC 0.16% Reduce -16.7% 50,000 $2.5M
CCM Investment Group, LLC 0.26% New 49,868 $2.4M
Eos Management, L.P. 1.09% New 49,047 $2.4M
Financial Partners Group, LLC 1.05% Add +0.2% 49,024 $2.4M
CIBC Private Wealth Group LLC 0.01% Add +29.4% 66,716 $2.4M
Mirabella Financial Services LLP 0.10% Add +151.6% 48,558 $2.4M
Dana Investment Advisors, Inc. 0.09% Add +6.5% 48,250 $2.4M
ICICI Prudential Asset Management Co Ltd 0.31% No change 47,800 $2.4M
Keynote Financial Services LLC 1.68% Add +6.0% 47,391 $2.3M
Quadrant Private Wealth Management, LLC 0.58% Add +5.7% 46,548 $2.3M
Rothschild Investment LLC 0.15% Add +22.0% 46,703 $2.3M
Kentucky Retirement Systems 0.07% Add +0.5% 46,481 $2.3M
NEOS Investment Management LLC 0.04% Add +23.6% 45,927 $2.3M
Leonteq Securities AG 0.17% Reduce -31.9% 45,021 $2.2M
J. Goldman & Co LP 0.08% New 44,989 $2.2M
Choreo, LLC 0.03% Reduce -28.1% 44,433 $2.2M
Cornerstone Advisors, LLC 0.09% No change 44,600 $2.2M
B & T Capital Management DBA Alpha Capital Management 0.42% Add +13.5% 44,542 $2.2M
Great Valley Advisor Group, Inc. 0.05% Reduce -1.9% 44,495 $2.2M
M&T Bank Corp 0.01% Reduce -4.5% 44,489 $2.2M
USS Investment Management Ltd 0.02% No change 44,404 $2.2M
Carnegie Investment Counsel 0.05% Add +2.0% 56,506 $2.2M
Avior Wealth Management, LLC 0.08% Reduce -26.7% 43,408 $2.2M
Candriam S.C.A. 0.01% No change 44,056 $2.2M
Jeppson Wealth Management, LLC 0.79% Add +3.0% 43,672 $2.2M
Quantitative Investment Management, LLC 0.20% New 43,389 $2.1M
Kennondale Capital Management LLC 2.32% Add +169.0% 43,090 $2.1M
Alberta Investment Management Corp 0.02% Reduce -45.4% 43,000 $2.1M
1832 Asset Management L.P. 0.00% Reduce -15.5% 42,936 $2.1M
Lodestone Wealth Management LLC 1.11% Reduce -16.2% 42,425 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +49.5% 42,389 $2.1M
Orion Portfolio Solutions, LLC 0.02% Add +49.5% 42,389 $2.1M
Elkhorn Partners Limited Partnership 1.36% Add +2.4% 42,000 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +6.4% 41,800 $2.1M
Chemistry Wealth Management LLC 0.48% Add +65.1% 41,754 $2.1M
Huntington National Bank 0.02% Reduce -14.8% 41,494 $2.0M
Hartford Investment Management Co. 0.07% Reduce -1.0% 41,278 $2.0M
Cumberland Advisors Inc. 0.91% Add +5.2% 40,502 $2.0M
MYDA Advisors LLC 0.70% Reduce -66.7% 40,000 $2.0M
Carmel Capital Partners, LLC 0.77% Add +10.1% 39,519 $2.0M
Jain Global LLC 0.04% New 39,230 $1.9M
Elevatus Welath Management 1.08% New 38,612 $1.9M
Arkadios Wealth Advisors 0.07% Add +19.0% 38,468 $1.9M
Verity Asset Management, Inc. 0.77% Add +92.5% 38,328 $1.9M
Palumbo Wealth Management LLC 0.63% Add +34.2% 38,119 $1.9M
Occudo Quantitative Strategies LP 0.25% Reduce -17.9% 38,268 $1.9M
QRG Capital Management, Inc. 0.02% Add +79.5% 36,324 $1.8M
Louisiana State Employees Retirement System 0.04% No change 36,300 $1.8M
Metis Global Partners, LLC 0.05% Add +21.5% 36,207 $1.8M
Spirit of America Management Corp. 0.36% Reduce -1.4% 36,100 $1.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -31.6% 35,775 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -1.7% 35,704 $1.8M
Slocum, Gordon & Co LLP 1.31% Reduce -0.6% 35,622 $1.8M
WINTON GROUP Ltd 0.11% Add +32.8% 35,612 $1.8M
D.A. Davidson & Co. 0.01% Reduce -16.2% 34,683 $1.7M
X-Square Capital, LLC 0.73% Add +0.2% 34,401 $1.7M
IHT Wealth Management, LLC 0.05% Add +30.8% 33,932 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -41.6% 33,674 $1.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.22% Add +13.6% 33,500 $1.7M
U.S. Capital Wealth Advisors, LLC 0.05% Add +170.8% 32,987 $1.6M
Koshinski Asset Management, Inc. 0.14% Add +0.9% 32,736 $1.6M
Pekin Hardy Strauss, Inc. 0.20% Reduce -0.9% 32,647 $1.6M
Norden Group LLC 0.18% Add +8.4% 32,372 $1.6M
Tower Research Capital LLC (TRC) 0.05% Reduce -22.1% 32,349 $1.6M
Elo Mutual Pension Insurance Co 0.04% Reduce -56.6% 32,204 $1.6M
Maryland State Retirement & Pension System 0.04% Reduce -13.8% 31,825 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -49.4% 31,868 $1.6M
New Mexico Educational Retirement Board 0.06% Reduce -1.6% 31,559 $1.6M
Cornercap Investment Counsel Inc. 0.82% Reduce -1.1% 31,526 $1.6M
Bradley Foster & Sargent Inc. 0.03% Add +213.7% 31,255 $1.5M
GAMCO Investors 0.02% Reduce -27.6% 31,164 $1.5M
SG Americas Securities, LLC 0.01% Add +17.2% 30,965 $1.5M
EverSource Wealth Advisors, LLC 0.08% Add +8.3% 30,620 $1.5M
Mirae Asset Securities (usa) Inc. 0.06% Reduce -84.8% 30,578 $1.5M
Stapp Wealth Management, PLLC 2.26% Add +17.7% 29,772 $1.5M
Adams Natural Resources Fund, Inc. 0.22% Reduce -95.1% 7,400 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -10.2% 28,988 $1.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +0.5% 28,940 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +13.7% 28,858 $1.4M
CoreCommodity Management, LLC 0.23% Reduce -59.6% 28,770 $1.4M
Aptus Capital Advisors, LLC 0.02% Reduce -7.2% 28,484 $1.4M
MFG Wealth Management, Inc. 1.34% New 28,452 $1.4M
Profund Advisors LLC 0.06% Reduce -0.0% 28,373 $1.4M
Moors & Cabot, Inc. 0.07% Reduce -3.0% 28,347 $1.4M
Savant Capital, LLC 0.01% Add +15.9% 28,296 $1.4M
Farther Finance Advisors, LLC 0.04% Add +176.3% 28,369 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -1.5% 28,161 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +0.6% 28,137 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -29.9% 27,705 $1.4M
SBI Securities Co., Ltd. 0.05% Add +5.9% 27,617 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +8.1% 27,607 $1.4M
Advisory Services Network, LLC 0.03% Add +29.7% 27,508 $1.4M
Independent Advisor Alliance 0.04% Add +9.1% 27,322 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -0.7% 27,289 $1.3M
Allstate Corp. 0.04% Add +42.6% 27,206 $1.3M
Tufton Capital Management 0.26% New 27,193 $1.3M
Royal Fund Management, LLC 0.16% Add +14.6% 26,830 $1.3M
OMERS ADMINISTRATION Corp 0.01% Reduce -3.4% 26,702 $1.3M
Norinchukin Bank, The 0.02% Add +10.2% 26,402 $1.3M
Victory Financial Group, LLC 0.25% Add +144.9% 26,231 $1.3M
Southeast Asset Advisors, LLC 0.16% Add +522.8% 26,209 $1.3M
Acadian Asset Management LLC 0.00% New 26,022 $1.3M
DAVENPORT & Co LLC 0.01% Add +12.8% 25,989 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% New 25,735 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +8.9% 25,281 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.63% No change 25,245 $1.2M
Syon Capital LLC 0.10% Reduce -14.7% 25,163 $1.2M
Security National Bank of Sioux City Iowa 0.90% No change 25,108 $1.2M
Fifth Third Bancorp 0.00% Add +11.9% 25,057 $1.2M
Ping Capital Management, Inc. 0.82% Add +66.7% 25,000 $1.2M
Empirical Finance, LLC 0.07% Add +2.6% 24,754 $1.2M
Allworth Financial LP 0.01% Add +181.0% 29,986 $1.2M
PKO Investment Management Joint-Stock Co 0.14% Add +4.3% 24,150 $1.2M
RFG Holdings, Inc. 0.39% Reduce -52.7% 24,107 $1.2M
D L Carlson Investment Group Inc. 0.23% Reduce -2.5% 23,948 $1.2M
Banco Santander, S.A. 0.01% Add +15.7% 23,946 $1.2M
Bridges Investment Management Inc. 0.02% Add +4.3% 23,794 $1.2M
Stamos Capital Partners, L.P. 0.30% Reduce -9.3% 23,151 $1.1M
Apollon Wealth Management, LLC 0.03% Add +38.4% 23,108 $1.1M
Castleark Management LLC 0.04% No change 23,105 $1.1M
Jefferies Financial Group Inc. 0.02% New 22,817 $1.1M
Florida Trust Wealth Management Co 0.04% Add +24.8% 22,792 $1.1M
Institute for Wealth Management, LLC. 0.14% Add +0.0% 22,791 $1.1M
Murphy Pohlad Asset Management LLC 0.47% Add +3.7% 22,500 $1.1M
HB Wealth Management, LLC 0.01% Reduce -0.8% 22,473 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 22,406 $1.1M
Clare Market Investments LLC 0.29% Add +4.7% 22,118 $1.1M
Moran Wealth Management, LLC 0.04% Add +10.2% 22,079 $1.1M
Mediolanum International Funds Ltd 0.02% Add +21.3% 22,316 $1.1M
Kingswood Wealth Advisors, LLC 0.10% Reduce -28.4% 22,021 $1.1M
Shell Asset Management Co. 0.05% Add +23.6% 21,908 $1.1M
Alternative Investment Advisors, LLC. 0.57% Add +3.9% 21,694 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 21,487 $1.1M
Commerce Bank 0.01% Reduce -27.9% 21,462 $1.1M
Blair William & Co. 0.00% Add +1.1% 21,195 $1.0M
Intellectus Partners, LLC 0.26% Add +5.7% 21,051 $1.0M
EP Wealth Advisors, LLC 0.01% Reduce -9.0% 20,804 $1.0M
Vident Advisory, LLC 0.01% Add +24.9% 20,676 $1.0M
Hardin Capital Partners, LLC 0.63% Add +24.5% 20,665 $1.0M
CWA Asset Management Group, LLC 0.05% Add +2.2% 20,404 $1.0M
Cresset Asset Management, LLC 0.01% Reduce -35.0% 20,287 $1.0M
Portside Wealth Group, LLC 0.16% Add +25.1% 20,372 $1.0M
GTS Securities LLC 0.04% Reduce -22.0% 20,107 $992K
Salem Investment Counselors Inc. 0.03% Reduce -1.0% 19,859 $985K
Investment Management Corp of Ontario 0.02% New 19,934 $984K
Prime Capital Investment Advisors, LLC 0.01% Add +8.0% 19,883 $981K
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -30.6% 19,798 $977K
Sowell Financial Services LLC 0.04% Add +9.7% 19,601 $967K
Lido Advisors, LLC 0.01% Add +9.8% 19,440 $964K
Glenmede Trust Co. NA 0.01% Reduce -92.9% 19,422 $959K
Jones Financial Companies LLLP 0.00% Add +114.8% 19,516 $953K
PFG Investments, LLC 0.06% Reduce -13.8% 19,057 $941K
Cantor Fitzgerald, L. P. 0.04% Reduce -34.9% 19,050 $940K
Pacifica Partners Inc. 0.43% Reduce -4.9% 21,361 $938K
McHugh Group, LLC 0.72% No change 18,983 $937K
Mgo One Seven LLC 0.04% Reduce -12.8% 18,887 $932K
OneDigital Investment Advisors LLC 0.01% Add +12.9% 18,863 $931K
United Capital Financial Advisors, LLC 0.01% Reduce -15.5% 18,671 $922K
Thompson Siegel & Walmsley LLC 0.02% Reduce -73.5% 18,433 $910K
Entropy Technologies, LP 0.09% Reduce -92.3% 18,413 $909K
Visionary Wealth Advisors 0.05% Reduce -26.8% 18,411 $909K
Silicon Valley Capital Partners 0.12% Add +5.5% 18,249 $891K
Rathbones Group PLC 0.00% Reduce -6.8% 17,975 $887K
Meyer Handelman Co. 0.03% Reduce -9.2% 17,775 $877K
Snowden Capital Advisors LLC 0.03% Reduce -4.9% 17,626 $874K
Synovus Financial Corp. 0.01% Add +27.4% 17,691 $873K
Wedbush Securities Inc. 0.03% Reduce -3.7% 17,645 $871K
Allianz Asset Management GmbH 0.00% Reduce -90.1% 17,644 $871K
Wahed Invest LLC 0.15% Add +2.2% 17,625 $870K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.55% Reduce -29.2% 17,400 $859K
Ostrum Asset Management 0.04% Reduce -29.7% 17,101 $844K
Central Pacific Bank - Trust Division 0.12% Reduce -14.9% 17,100 $844K
Kestra Private Wealth Services, LLC 0.01% Add +5.6% 17,086 $843K
Coldstream Capital Management Inc. 0.02% Add +17.3% 16,935 $836K
Lazard Asset Management LLC 0.00% Add +55.0% 16,827 $830K
Fortem Financial Group, LLC 0.32% Add +6.6% 16,714 $825K
Brown Advisory Inc. 0.00% Add +20.1% 16,523 $816K
Carret Asset Management, LLC 0.09% Add +9.8% 16,503 $815K
International Assets Investment Management, LLC 0.07% New 94,765 $811K
Axxcess Wealth Management, LLC 0.02% Reduce -64.3% 16,384 $809K
Sanders Morris Harris LLC 0.12% No change 16,223 $798K
CHICAGO TRUST Co NA 0.15% Add +0.6% 15,950 $787K
Easterly Investment Partners LLC 0.06% No change 15,800 $780K
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 15,600 $770K
Annandale Capital, LLC 0.14% No change 15,589 $769K
HUB Investment Partners, LLC 0.03% Add +1.0% 15,420 $761K
Samalin Investment Counsel, LLC 0.31% Add +11.7% 15,237 $752K
Cullen Investment Group, LTD. 0.11% Reduce -8.9% 15,233 $752K
Semanteon Capital Management, LP 0.41% New 15,219 $751K
Amova Asset Management Americas, Inc. 0.01% Add +0.4% 15,203 $750K
United Services Automobile Association 0.02% No change 15,351 $750K
Oak Thistle LLC 0.15% New 15,041 $742K
Moody National Bank Trust Division 0.08% Add +8.3% 15,026 $742K
Nwi Management LP 0.10% No change 15,000 $740K
MAI Capital Management 0.01% Add +9.9% 14,940 $737K
NTV Asset Management LLC 0.10% New 14,930 $737K
Van Eck Associates Corp. 0.00% Add +5.0% 14,796 $730K
Vestcor Inc 0.02% Add +23.1% 14,671 $724K
Marex Group Ltd 0.01% Reduce -27.3% 14,646 $723K
Cary Street Partners Financial LLC 0.02% Add +338.3% 14,596 $720K
DDD Partners, LLC 0.09% New 14,570 $719K
M Holdings Securities, Inc. 0.12% Reduce -23.8% 14,544 $718K
FORA Capital, LLC 0.07% New 14,460 $714K
Certified Advisory Corp 0.08% Add +49.8% 14,434 $712K
ARS Investment Partners, LLC 0.06% No change 14,412 $712K
Bessemer Group Inc. 0.00% Add +9.3% 14,202 $701K
Meridian Investment Counsel Inc. 0.20% Add +0.7% 14,095 $696K
Dynamic Advisor Solutions LLC 0.02% Add +1.1% 13,979 $690K
Forum Financial Management, LP 0.01% Add +28.4% 13,971 $690K
Baader Bank Aktiengesellschaft 0.07% Add +18.5% 14,283 $681K
Greatmark Investment Partners, Inc. 0.09% No change 13,630 $673K
Ausdal Financial Partners, Inc. 0.05% Add +6.7% 13,475 $665K
Legacy Wealth Asset Management, LLC 0.18% Add +4.8% 13,445 $664K
Harbor Capital Advisors, Inc. 0.03% Reduce -42.8% 13,362 $660K
Sigma Planning Corp 0.02% Reduce -4.8% 13,369 $660K
Cove Street Capital, LLC 1.04% Reduce -36.4% 13,345 $659K
Axq Capital, LP 0.26% Add +21.2% 13,304 $657K
B. Metzler seel. Sohn & Co. AG 0.01% No change 13,295 $656K
AE Wealth Management LLC 0.01% Add +27.0% 13,240 $653K
Kingsview Wealth Management, LLC 0.01% Reduce -6.0% 13,124 $648K
LM Advisors LLC 0.12% New 13,010 $642K
Aviance Capital Partners, LLC 0.09% Reduce -42.8% 13,003 $642K
Wright Investors Service Inc. 0.21% New 12,966 $640K
Northstar Financial Companies, Inc. 0.69% Add +30.4% 12,837 $634K
Alteri Wealth LLC 0.28% Reduce -0.3% 12,835 $634K
Waverly Advisors, LLC 0.01% Add +2.8% 12,813 $632K
Diversify Advisory Services, LLC 0.04% Reduce -4.0% 15,597 $629K
Brookstone Capital Management 0.01% Add +8.9% 12,667 $625K
Valeo Financial Advisors, LLC 0.02% Add +1.4% 12,656 $625K
Farley Capital L.P. 0.58% Add +3.8% 12,616 $623K
XML Financial, LLC 0.06% Add +4.1% 12,593 $622K
Modera Wealth Management, LLC 0.01% Add +0.4% 12,579 $621K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -2.9% 12,523 $618K
Benchmark Investment Advisors LLC 0.40% Reduce -4.6% 12,400 $612K
Nvwm, LLC 0.16% Add +131.5% 12,398 $612K
Ceeto Capital Group, LLC 0.23% No change 12,250 $608K
Ethic Inc. 0.01% Add +5.5% 12,302 $605K
Merit Financial Group, LLC 0.01% Add +53.5% 12,254 $605K
Clearstead Advisors, LLC 0.01% Reduce -1.7% 12,252 $605K
Bridgefront Capital, LLC 0.17% Reduce -58.6% 12,250 $605K
one8zero8, LLC 0.14% New 12,234 $604K
Ascent Group, LLC 0.03% Add +59.8% 12,166 $601K
Scotia Capital Inc. 0.00% Add +23.0% 12,146 $600K
Sage Investment Counsel LLC 0.76% Add +20.2% 12,141 $599K
Keybank National Association 0.00% Reduce -11.8% 12,125 $598K
Belpointe Asset Management LLC 0.03% Reduce -59.5% 12,048 $595K
Net Worth Advisory Group 0.19% Add +0.7% 12,039 $594K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.10% Add +22.8% 11,970 $591K
Mufg Securities Americas Inc. 0.07% Add +19.9% 11,959 $590K
Richards, Merrill & Peterson, Inc. 0.31% Add +6.2% 11,938 $589K
Sterling Capital Management LLC 0.01% Add +481.2% 11,921 $588K
Atria Wealth Solutions, Inc. 0.01% Reduce -53.1% 11,849 $585K
Horizon Investments, LLC 0.02% Add +5.4% 11,815 $583K
Cim Investment Management Inc. 0.13% Reduce -0.1% 11,741 $580K
Chapin Davis, Inc. 0.20% New 11,738 $579K
CW Advisors, LLC 0.01% New 11,758 $575K
Greenleaf Trust 0.01% Add +5.6% 11,604 $573K
Uniting Wealth Partners, LLC 0.29% Add +13.7% 11,537 $569K
Stephens Inc. 0.01% Add +6.4% 11,535 $569K
Wedmont Private Capital 0.03% Add +18.8% 15,022 $566K
Sumitomo Life Insurance Co. 0.02% Add +1.4% 11,448 $565K
Quadcap Wealth Management, LLC 0.08% Reduce -1.6% 11,410 $563K
Empire Financial Management Company, LLC 0.17% Add +78.3% 11,383 $562K
Harbour Investments, Inc. 0.02% Add +42.4% 11,348 $560K
Independent Financial Group, LLC 0.02% Add +73.6% 11,339 $560K
Cardiff Park Advisors, LLC 0.05% Add +0.5% 11,330 $559K
Penn Mutual Asset Management 1.42% No change 11,325 $559K
Foundations Investment Advisors, LLC 0.01% Add +5.1% 11,293 $557K
Eight 31 Financial, LLC 0.36% Reduce -0.8% 11,208 $553K
Mather Group, Llc. 0.01% Reduce -25.9% 11,207 $553K
Silvant Capital Management LLC 0.03% No change 11,201 $553K
Focus Partners Advisor Solutions, LLC 0.01% Add +47.8% 11,172 $551K
Rakuten Securities, Inc. 0.28% Add +4.5% 11,160 $551K
Badgley Phelps Wealth Managers, LLC 0.01% Add +0.0% 11,052 $548K
J.W. Cole Advisors, Inc. 0.02% Add +77.4% 11,053 $546K
Lazari Capital Management, Inc. 0.22% Reduce -1.9% 11,041 $545K
Commerzbank Aktiengesellschaft 0.01% No change 10,939 $540K
Next Level Wealth Planning, LLC 0.41% No change 10,912 $539K
HBK Sorce Advisory LLC 0.02% Add +11.5% 10,880 $537K
Stratos Wealth Advisors, LLC 0.03% Reduce -7.9% 10,846 $535K
Kearns & Associates LLC 0.35% No change 10,800 $533K
Pin Oak Investment Advisors Inc. 0.41% Add +27.4% 10,759 $531K
Sagespring Wealth Partners, LLC 0.01% Add +22.3% 10,755 $531K
True Vision MN LLC 0.32% New 10,658 $529K
HighPoint Advisor Group LLC 0.03% Reduce -1.8% 13,095 $528K
Signaturefd, LLC 0.01% Reduce -27.2% 10,646 $525K
HAP Trading, LLC 0.19% Reduce -34.8% 10,638 $525K
Cedar Wealth Management, LLC 0.19% No change 10,576 $522K
Northstar Group, Inc. 0.09% Add +10.7% 10,569 $522K
Johnson Investment Counsel Inc. 0.01% Reduce -1.8% 10,518 $519K
Prospera Capital Management, LLC 0.33% No change 10,449 $518K
Variant Private Wealth, LLC 0.56% Reduce -0.7% 10,478 $517K
Edgestream Partners, L.P. 0.02% Reduce -48.8% 10,436 $515K
Venture Visionary Partners LLC 0.02% Reduce -6.6% 10,389 $513K
Westwood Holdings Group Inc. 0.00% Add +15.7% 10,280 $507K
Joule Financial, LLC 0.18% Add +6.8% 10,244 $506K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +5.3% 10,229 $505K
Parallel Advisors, LLC 0.01% Reduce -38.4% 10,215 $504K
First Manhattan Co. Llc. 0.00% Add +0.0% 10,126 $502K
Diversify Wealth Management, LLC 0.04% Add +1.9% 12,403 $500K
Alta Capital Management LLC/ 0.03% Add +0.4% 10,119 $499K
Verus Capital Partners, LLC 0.05% Reduce -22.5% 10,096 $498K
OneAscent Financial Services LLC 0.03% New 10,038 $496K
Bulltick Wealth Management, LLC 0.13% New 10,000 $495K
Boyd Watterson Asset Management LLC 0.16% No change 10,027 $495K
Pacific Point Advisors, LLC 0.27% No change 10,000 $494K
Aft, Forsyth & Sober, LLC 0.17% No change 10,000 $494K
NJ State Employees Deferred Compensation Plan 0.06% No change 10,000 $494K
Siren, L.L.C. 0.03% Reduce -33.3% 10,000 $494K
Summit Financial, LLC 0.01% New 9,999 $494K
Fruth Investment Management 0.14% No change 10,003 $493K
TT Capital Management LLC 0.41% Reduce -8.5% 9,955 $491K
Womack Financial LLC 0.45% Add +4.6% 9,931 $490K
Founders Financial Alliance, LLC 0.12% Add +0.3% 9,888 $488K
Quadrant Capital Group LLC 0.02% Add +39.1% 9,794 $483K
Everhart Financial Group, Inc. 0.07% Add +65.3% 9,682 $478K
Two Sigma Securities, LLC 0.07% Add +62.6% 9,515 $470K
Wealthcare Advisory Partners LLC 0.01% Reduce -12.8% 9,498 $469K
Prospect Financial Services LLC 0.26% Reduce -1.8% 9,435 $466K
UMB Bank, n.a. 0.01% Add +1.2% 9,374 $463K
Jamison Private Wealth Management, Inc. 0.07% Add +20.0% 9,255 $457K
Triumph Capital Management 0.15% Add +11.8% 9,175 $453K
Meridian Wealth Management, LLC 0.02% Add +8.3% 9,173 $453K
HBW Advisory Services LLC 0.06% New 9,129 $451K
Fox Hill Wealth Management 0.27% No change 9,095 $449K
Wilmington Savings Fund Society, FSB 0.01% Add +12.1% 9,075 $448K
First National Bank of Hutchinson 0.29% Reduce -36.7% 9,008 $445K
One68 Global Capital, LLC 0.22% No change 9,000 $444K
Alaska Wealth Advisors, LLC 0.07% Add +38.5% 9,000 $444K
Formidable Asset Management, LLC 0.07% Add +16.7% 8,945 $442K
Matthew Goff Investment Advisor, LLC 0.08% No change 8,941 $441K
Bokf, NA 0.01% Reduce -61.9% 8,846 $437K
Banque Cantonale Vaudoise 0.02% — 8,821 $435K
Fosun International Ltd 0.12% Reduce -0.6% 8,797 $434K
Solitude Financial Services 0.17% New 8,779 $433K
Auxier Asset Management LLC 0.06% No change 8,767 $433K
Moss Adams Wealth Advisors LLC 0.05% Reduce -2.6% 8,678 $430K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +4.3% 8,716 $430K
Man Group plc 0.00% Reduce -68.2% 8,705 $430K
Sender Co & Partners, Inc. 0.32% New 8,688 $429K
AlphaQuest LLC 0.05% Add +168.8% 8,650 $427K
Spire Wealth Management 0.01% Add +152.5% 8,558 $422K
Harbor Advisors LLC 0.07% No change 8,500 $420K
Headinvest, LLC 0.08% No change 8,466 $418K
First PREMIER Bank 0.11% No change 8,443 $416K
Clear Harbor Asset Management, LLC 0.03% Reduce -29.6% 8,407 $415K
Saxon Interests, Inc. 0.19% No change 8,395 $414K
Integrity Alliance, Llc. 0.02% New 8,287 $409K
Boothbay Fund Management, LLC 0.01% New 8,260 $408K
Meeder Advisory Services, Inc. 0.02% Add +1.5% 8,199 $405K
Cornerstone Wealth Management, LLC 0.03% Add +31.7% 8,178 $404K
Verdence Capital Advisors LLC 0.03% Reduce -3.6% 8,137 $402K
Westport Asset Management Inc. 0.19% Add +12.5% 8,135 $402K
Oakwell Private Wealth Management, LLC 0.11% No change 8,124 $401K
Callahan Advisors, LLC 0.04% No change 8,100 $400K
Snider Financial Group 0.13% Add +2.7% 8,098 $400K
Horizon Kinetics Asset Management LLC 0.00% Add +2.6% 8,062 $398K
Prospera Financial Services Inc 0.01% Reduce -8.9% 7,994 $395K
Argent Trust Co 0.02% Add +0.7% 7,985 $394K
Nwam LLC 0.03% Add +23.2% 7,962 $393K
Insigneo Advisory Services, LLC 0.04% Add +1.6% 7,954 $393K
Berger Financial Group, Inc 0.03% Add +11.2% 7,928 $391K
Intrust Bank NA 0.04% No change 7,876 $389K
Peapack Gladstone Financial Corp. 0.01% Reduce -43.5% 7,854 $388K
Trust Co. of Vermont 0.02% Reduce -6.6% 7,823 $386K
Greenline Partners, LLC 0.06% Add +5.8% 7,805 $385K
Alliance Wealth Advisors, LLC 0.10% Add +4.4% 7,795 $385K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -4.8% 7,740 $382K
Woodward Diversified Capital, LLC 0.27% Reduce -0.3% 7,717 $381K
Stratos Wealth Partners, LTD. 0.01% Reduce -19.8% 7,681 $379K
Maven Securities LTD 0.08% Add +27.4% 7,646 $377K
VestGen Advisors, LLC 0.02% — 7,625 $376K
Freestone Capital Holdings, LLC 0.01% Add +4.2% 7,521 $371K
Supplemental Annuity Collective Trust of NJ 0.12% No change 7,500 $370K
Brown Brothers Harriman & Co. 0.00% Reduce -1.7% 7,426 $367K
Everett Harris & Co. 0.00% Add +10.4% 7,372 $364K
Ameritas Advisory Services, LLC 0.01% Reduce -2.4% 7,340 $362K
Fiera Capital Corp 0.00% No change 7,316 $361K
Capital Investment Advisors, LLC 0.01% Add +48.7% 7,305 $361K
Cidel Asset Management Inc. 0.02% Add +12.8% 7,209 $356K
Clarius Group, LLC 0.02% Reduce -25.6% 7,190 $355K
Williams Jones Wealth Management, LLC. 0.00% Reduce -24.2% 7,180 $354K
Moneta Group Investment Advisors LLC 0.00% Reduce -11.7% 7,150 $353K
Roehl & Yi Investment Advisors, LLC 0.19% Add +30.4% 7,140 $352K
&partners 0.00% Reduce -4.5% 7,213 $352K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -1.5% 7,127 $352K
Flaharty Asset Management, LLC 0.05% No change 7,107 $351K
Willis Johnson & Associates, Inc. 0.03% Reduce -5.1% 7,085 $350K
Concurrent Investment Advisors, LLC 0.01% Add +61.4% 7,084 $350K
Wealthspire Advisors, LLC 0.00% Add +1.7% 7,060 $348K
Kerrisdale Advisers, LLC 0.15% No change 7,050 $348K
Readystate Asset Management LP 0.03% Reduce -56.8% 7,043 $348K
E&G Advisors, LLC 0.10% No change 7,003 $346K
Blackhawk Capital Partners, LLC 0.18% New 6,973 $344K
Littlejohn Financial Services, Inc. 0.27% Reduce -2.5% 6,889 $340K
MBB Public Markets I LLC 0.04% New 6,874 $339K
CX Institutional 0.01% Add +58.5% 6,869 $339K
Ameritas Investment Partners, Inc. 0.01% No change 6,825 $337K
GAMMA Investing LLC 0.03% Add +31.1% 6,816 $336K
Smith Thornton Advisors LLC 0.21% Add +6.0% 6,808 $336K
Wellington Shields & Co., LLC 0.11% Reduce -3.0% 6,800 $336K
Keel Point, LLC 0.03% New 6,800 $336K
Cigna Investments Inc. 0.06% Reduce -0.6% 6,750 $333K
Fifth Third Wealth Advisors LLC 0.02% Add +14.4% 6,691 $330K
PFG Advisors 0.02% Reduce -22.6% 6,664 $329K
Aaron Wealth Advisors LLC 0.04% Add +4.9% 6,663 $329K
Athena Investment Management 0.20% Add +3.3% 6,622 $327K
Bennett Selby Investments LP 0.13% Add +0.4% 6,603 $326K
Dumont & Blake Investment Advisors LLC 0.09% Add +0.1% 6,592 $325K
Geneos Wealth Management Inc. 0.01% Add +190.9% 6,581 $325K
Centaurus Financial, Inc. 0.02% New 6,567 $324K
American Alpha Advisors, LLC 0.29% New 6,531 $322K
Brave Asset Management Inc. 0.10% No change 6,524 $322K
Capital Square, LLC 0.19% Add +9.0% 6,520 $322K
Jackson Hole Capital Partners, LLC 0.06% No change 6,514 $322K
Evergreen Capital Management LLC 0.01% Add +10.8% 6,466 $321K
Inspire Investing, LLC 0.04% Add +21.9% 6,473 $320K
Good Life Advisors, LLC 0.02% Reduce -28.4% 6,465 $319K
Modern Wealth Management, LLC 0.01% Reduce -15.1% 6,430 $317K
Farringdon Capital, Ltd. 0.16% Reduce -72.8% 6,418 $317K
Scissortail Wealth Management, LLC 0.08% Add +0.9% 6,412 $316K
Ossiam 0.00% Reduce -49.1% 6,334 $313K
Leavell Investment Management, Inc. 0.02% Add +8.8% 6,289 $312K
Cranbrook Wealth Management, LLC 0.07% Reduce -25.0% 6,313 $312K
Gibbs Wealth Management 0.07% Add +24.1% 6,303 $311K
Beacon Financial Group 0.03% Reduce -31.5% 6,300 $311K
Capital Advisors Inc. 0.01% Add +0.0% 6,273 $310K
True North Advisors, LLC 0.05% No change 6,272 $310K
Whittier Trust Co. 0.00% Reduce -1.6% 6,251 $309K
Bank of Hawaii 0.02% No change 6,232 $308K
Philadelphia Trust Co. 0.03% No change 6,190 $306K
Jacobi Capital Management LLC 0.02% Reduce -17.8% 6,144 $303K
Balefire, LLC 0.10% Add +5.3% 6,138 $303K
Dorsey & Whitney Trust CO LLC 0.02% Add +16.6% 6,129 $303K
Court Place Advisors, LLC 0.10% No change 6,111 $302K
Wellington Shields Capital Management, LLC 0.05% No change 6,075 $300K
Berkshire Asset Management LLC 0.01% No change 7,226 $299K
Chicago Partners Investment Group LLC 0.01% Reduce -26.0% 7,619 $297K
Q Fund Management (Hong Kong) Ltd 0.40% No change 6,000 $296K
Benjamin Edwards Inc. 0.00% New 6,000 $296K
First National Trust Co 0.01% Add +18.6% 5,973 $295K
Caldwell Trust Co 0.03% No change 5,944 $293K
Gladstone Institutional Advisory LLC 0.01% New 5,938 $293K
Pallas Capital Advisors LLC 0.01% New 5,903 $291K
KLCM Advisors, Inc. 0.03% Reduce -1.3% 5,814 $287K
Regions Financial Corp. 0.00% New 5,809 $287K
Silver Oak Securities, Incorporated 0.03% Add +35.2% 5,852 $286K
Benin Management CORP 0.08% No change 5,754 $284K
Mesirow Financial Investment Management, Inc. 0.01% New 5,744 $284K
GWN Securities Inc. 0.02% New 6,380 $283K
KCM Investment Advisors LLC 0.01% Reduce -13.5% 5,725 $283K
Generali Investments, Management Co LLC 0.08% Reduce -77.7% 5,715 $282K
Capital Investment Advisory Services, LLC 0.03% Add +0.9% 5,703 $281K
Mission Wealth Management, LP 0.01% Reduce -2.3% 5,693 $281K
Liberty One Investment Management, LLC 0.03% Add +19.2% 5,685 $281K
Midwest Professional Planners, LTD. 0.09% Reduce -4.3% 5,632 $278K
Los Angeles Capital Management LLC 0.00% Add +2.7% 5,613 $277K
Threadgill Financial, LLC 0.15% No change 5,598 $276K
Silvercrest Asset Management Group LLC 0.00% No change 5,571 $275K
Focus Financial Network, Inc. 0.01% Add +9.8% 5,502 $272K
Fayez Sarofim & Co 0.00% No change 5,451 $269K
Insight Advisors, LLC/ PA 0.05% Add +11.3% 5,395 $266K
Oak Harvest Investment Services 0.04% No change 5,358 $264K
Ironwood Financial, llc 0.06% Reduce -2.5% 5,314 $262K
Sawyer & Company, Inc 0.11% No change 5,310 $262K
Hikari Tsushin, Inc. 0.02% No change 5,297 $261K
Parkside Financial Bank & Trust 0.03% Add +1.1% 5,289 $261K
Sunbelt Securities, Inc. 0.02% Reduce -55.8% 5,278 $261K
Oxbow Advisors, LLC 0.03% No change 5,265 $260K
TCI Wealth Advisors, Inc. 0.02% Add +1.4% 5,241 $259K
Hilltop Holdings Inc. 0.02% Add +0.5% 5,224 $258K
Frank, Rimerman Advisors LLC 0.02% Reduce -40.5% 5,171 $255K
Marshall Investment Management, LLC 0.16% Reduce -1.6% 5,144 $254K
Seaview Investment Managers LLC 0.06% Add +5.1% 5,140 $254K
Old National Bancorp 0.01% Reduce -5.2% 5,134 $253K
Journey Strategic Wealth LLC 0.01% Add +8.1% 5,130 $253K
Tyche Wealth Partners LLC 0.05% Add +0.0% 5,130 $253K
Savvy Advisors, Inc. 0.03% Reduce -18.3% 5,116 $253K
Addison Capital Co 0.10% New 5,115 $252K
Transcend Capital Advisors, LLC 0.02% Reduce -10.7% 5,096 $252K
Advisor Resource Council 0.02% New 5,183 $251K
Checchi Capital Advisers, LLC 0.02% Add +24.1% 5,075 $251K
Panagora Asset Management Inc. 0.00% Reduce -72.2% 5,035 $249K
S.A. Mason LLC 0.13% Add +6.8% 5,011 $247K
Rahlfs Capital, LLC 0.25% No change 5,000 $247K
Global Assets Advisory, LLC 0.05% New 5,862 $245K
Baxter Bros Inc. 0.03% Add +3.7% 4,955 $245K
Your Advocates Ltd., LLP 0.09% Reduce -0.2% 4,950 $244K
Compound Planning, Inc. 0.01% New 4,940 $244K
Alpha Cubed Investments, LLC 0.01% Add +9.3% 4,920 $243K
World Investment Advisors 0.01% Add +6.6% 4,912 $242K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 4,948 $242K
Arax Advisory Partners 0.02% Reduce -26.0% 4,890 $241K
Stonegate Investment Group, LLC 0.01% Reduce -14.2% 4,890 $241K
Bailard, Inc. 0.01% New 4,886 $241K
Journey Advisory Group, LLC 0.02% Reduce -48.2% 4,834 $239K
Conning Inc. 0.01% Reduce -3.5% 4,815 $238K
Flputnam Investment Management Co. 0.00% Add +17.3% 4,767 $235K
Graypoint LLC 0.01% New 4,758 $235K
Strategic Advocates LLC 0.08% Add +10.7% 4,732 $234K
Cove Private Wealth, LLC 0.13% New 4,731 $234K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,664 $230K
NorthRock Partners, LLC 0.01% Reduce -12.5% 4,603 $228K
Brooklyn Investment Group 0.05% Add +79.2% 4,610 $228K
V-Square Quantitative Management LLC 0.03% Add +0.2% 4,603 $227K
RD Lewis Holdings, Inc. 0.26% Reduce -0.5% 5,579 $227K
Trivium Point Advisory, LLC 0.03% New 4,590 $227K
Gsa Capital Partners LLP 0.02% New 4,553 $225K
Simon Quick Advisors, LLC 0.01% Reduce -8.8% 4,556 $225K
Apella Capital, LLC 0.01% Add +1.1% 5,589 $225K
Inspire Advisors, LLC 0.03% Add +5.2% 4,554 $225K
Fiduciary Trust Co 0.00% New 4,541 $224K
CapWealth Advisors, LLC 0.02% No change 4,505 $222K
Prosperity Consulting Group, LLC 0.02% Reduce -9.8% 4,503 $222K
Traynor Capital Management, Inc. 0.02% Add +0.5% 4,495 $222K
Pavion Blue Capital, LLC 0.11% No change 4,469 $221K
Old North State Wealth Management, LLC 0.12% New 4,460 $220K
Weinberger Asset Management, Inc 0.09% Reduce -9.6% 4,432 $219K
Pinnacle Wealth Planning Services, Inc. 0.03% New 4,428 $219K
Shelton Capital Management 0.01% Reduce -4.0% 4,419 $218K
Courier Capital LLC 0.01% New 4,398 $217K
Landaas & Co. /Wi 0.06% No change 4,400 $217K
BTG Pactual Asset Management US LLC 0.03% Reduce -82.9% 4,381 $216K
Earnest Partners LLC 0.00% Reduce -15.2% 4,381 $216K
Lake Street Private Wealth, LLC 0.04% Reduce -33.4% 4,376 $216K
Siemens Fonds Invest GmbH 0.01% Reduce -69.8% 4,366 $216K
Daymark Wealth Partners, LLC 0.01% New 4,348 $215K
Stratos Investment Management, LLC 0.01% New 4,345 $214K
Smartleaf Asset Management LLC 0.02% Add +14.1% 4,378 $214K
Vinva Investment Management Ltd 0.01% Reduce -75.3% 4,358 $213K
Family Manage LLC 0.04% No change 4,297 $212K
Acorn Financial Advisory Services Inc. 0.04% No change 4,288 $212K
Barden Capital Management, Inc. 0.19% Add +0.9% 4,283 $211K
Ballentine Partners, LLC 0.00% Reduce -14.7% 4,283 $211K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.8% 5,300 $211K
Copperwynd Financial, LLC 0.06% New 4,233 $209K
Encompass More Asset Management 0.06% New 4,228 $209K
Integrated Advisors Network LLC 0.01% New 4,206 $208K
FSM Wealth Advisors, LLC 0.05% Add +2.6% 4,178 $206K
Heritage Wealth Management, Inc. 0.07% Reduce -26.8% 4,150 $205K
Keudell/Morrison Wealth Management 0.05% Reduce -13.9% 4,144 $205K
Peirce Capital Management, LLC 0.10% Reduce -1.3% 4,143 $204K
Carnegie Lake Advisors LLC 0.08% No change 4,125 $204K
SeaCrest Wealth Management, LLC 0.02% New 4,128 $204K
WealthShield Partners, LLC 0.03% Add +11.5% 4,108 $204K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -19.5% 4,120 $203K
BIP Wealth, LLC 0.01% Reduce -1.2% 4,090 $202K
CENTRAL TRUST Co 0.00% Reduce -9.3% 4,032 $199K
Principal Securities, Inc. 0.00% No change 3,998 $198K
Lanark Financial, Inc. 0.02% — 3,629 $179K
CKW Financial Group 0.02% Reduce -49.7% 3,605 $177K
Private Trust Co. NA 0.02% Reduce -6.0% 3,494 $172K
Marathon Trading Investment Management LLC 0.09% Reduce -39.3% 3,471 $171K
CoreCap Advisors, LLC 0.01% Add +40.1% 3,402 $168K
Blue Trust, Inc. 0.00% Add +26.3% 3,319 $164K
Tsfg, LLC 0.03% No change 3,305 $163K
Rosenberg Matthew Hamilton 0.04% Reduce -38.5% 3,234 $160K
Transamerica Financial Advisors, LLC 0.02% Add +44.4% 3,063 $152K
Federated Hermes, Inc. 0.00% Add +18.8% 3,012 $149K
Peoples Bank 0.10% Reduce -35.5% 3,000 $148K
Sava Infond d.o.o. 0.03% Reduce -25.0% 3,000 $148K
Larson Financial Group LLC 0.01% Reduce -20.8% 2,922 $144K
Opal Wealth Advisors, LLC 0.04% New 2,895 $143K
Citizens National Bank Trust Department 0.03% No change 2,787 $138K
Quintet Private Bank (Europe) S.A. 0.01% No change 2,750 $136K
Glen Eagle Advisors, LLC 0.02% Add +0.3% 2,710 $134K
Coastline Trust Co 0.02% Reduce -36.9% 2,661 $131K
Addison Advisors LLC 0.04% Add +168.7% 2,660 $131K
Armstrong Advisory Group, Inc. 0.01% No change 2,607 $129K
Investors Research Corp 0.03% No change 2,552 $126K
TD Capital Management LLC 0.01% Add +0.1% 2,544 $126K
Eastern Bank 0.00% No change 2,402 $119K
Peoples Financial Services Corp. 0.06% Add +4.4% 2,396 $118K
Beacon Capital Management, LLC 0.02% Add +4.7% 2,376 $117K
William B. Walkup & Associates, Inc. 0.07% Add +5.8% 2,335 $115K
Jag Capital Management, LLC 0.02% New 2,310 $114K
Evelyn Partners Investment Management LLP 0.00% Reduce -21.5% 2,300 $114K
Cromwell Holdings LLC 0.07% No change 2,272 $113K
Creekmur Asset Management LLC 0.02% Reduce -5.5% 2,228 $110K
DT Investment Partners, LLC 0.01% No change 2,195 $108K
Winch Advisory Services, LLC 0.03% Add +0.1% 2,194 $108K
Golden State Wealth Management, LLC 0.02% Add +2.4% 2,130 $105K
Harbor Investment Advisory, LLC 0.01% Reduce -22.2% 2,114 $104K
Continuum Advisory, LLC 0.01% Reduce -1.5% 2,085 $103K
Ausbil Investment Management Ltd 0.06% No change 2,000 $99K
Avalon Trust Co 0.01% No change 2,000 $99K
Bollard Group LLC 0.00% Add +0.1% 1,960 $97K
Vestor Capital, LLC 0.01% Reduce -1.6% 1,946 $96K
Financially Speaking Inc 0.07% Add +0.4% 1,942 $96K
Medallion Wealth Advisors, LLC 0.04% Add +2.1% 1,940 $96K
Harvest Fund Management Co., Ltd 0.00% New 1,931 $95K
Exchange Traded Concepts, LLC 0.00% Add +4.1% 1,913 $94K
Strategic Investment Solutions, Inc. 0.03% Reduce -41.8% 1,890 $93K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +3.9% 1,890 $93K
Sound Income Strategies, LLC 0.01% Add +2.2% 1,865 $92K
Kennebec Savings Bank 0.09% No change 1,800 $89K
Bartlett & Co. Wealth Management LLC 0.00% Add +1602.9% 1,737 $86K
TD Private Client Wealth LLC 0.00% Reduce -12.7% 1,740 $86K
Quarry LP 0.02% Add +69.7% 1,675 $83K
First United Bank & Trust 0.03% No change 1,650 $81K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 1,641 $81K
MassMutual Private Wealth & Trust, FSB 0.00% Add +20.2% 1,631 $81K
Archer Investment Corp 0.02% Reduce -38.4% 1,604 $79K
Sittner & Nelson, LLC 0.03% No change 1,603 $79K
St Germain D J Co. Inc. 0.00% No change 1,595 $79K
Assetmark, Inc. 0.00% Reduce -24.1% 1,560 $77K
Westside Investment Management, Inc. 0.02% No change 1,555 $77K
Stonebridge Financial Group, LLC 0.01% Add +0.4% 1,532 $76K
SIMA Wealth Partners, LLC 0.06% Add +0.4% 1,508 $74K
Sentry Investment Management LLC 0.05% Reduce -23.0% 1,911 $74K
NBT Bank, N.A. 0.01% No change 1,495 $74K
Trifecta Capital Advisors, LLC 0.02% Add +4393.9% 1,483 $73K
Tompkins Financial Corp. 0.01% No change 1,476 $73K
Ancora Advisors LLC 0.00% Reduce -2.0% 1,443 $71K
FNY Investment Advisers, LLC 0.04% Reduce -65.0% 1,421 $70K
Versant Capital Management, Inc 0.01% Add +242.0% 1,385 $68K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,372 $68K
Nemes Rush Group LLC 0.01% Add +0.4% 1,354 $67K
City State Bank 0.02% No change 1,270 $63K
Comprehensive Financial Planning, Inc. 0.06% Reduce -10.1% 1,242 $61K
Canton Hathaway, LLC 0.01% No change 1,236 $61K
Centennial Bank 0.03% No change 1,229 $61K
NFSG Corp 0.01% No change 1,200 $59K
Deseret Mutual Benefit Administrators 0.03% Add +2.3% 1,191 $59K
Sandy Spring Bank 0.00% Add +18.2% 1,187 $59K
Tobam 0.02% Reduce -29.4% 1,147 $57K
Wealth Preservation Advisors, LLC 0.04% — 1,130 $56K
Murphy & Mullick Capital Management Corp 0.05% Add +4.7% 1,124 $55K
Gables Capital Management Inc. 0.03% No change 1,116 $55K
Bayforest Capital Ltd 0.02% Reduce -50.4% 1,112 $55K
Ransom Advisory, Ltd 0.03% No change 1,100 $54K
Ameriflex Group, Inc. 0.02% No change 1,100 $54K
AdvisorNet Financial, Inc 0.00% Reduce -19.9% 1,080 $53K
Indiana Trust & Investment Management Co 0.02% Add +5.0% 1,065 $53K
Quent Capital, LLC 0.01% Add +45.2% 1,064 $52K
Millstone Evans Group, LLC 0.03% Add +23.8% 1,042 $51K
Colonial Trust Co / SC 0.01% Reduce -54.6% 1,029 $51K
Spectrum Wealth Counsel, LLC 0.01% Add +5000.0% 1,020 $50K
Mb, Levis & Associates, LLC 0.02% Add +0.4% 1,018 $50K
Kiker Wealth Management, LLC 0.03% New 1,014 $50K
Arlington Trust Co LLC 0.01% No change 1,010 $50K
Carolinas Wealth Consulting LLC 0.01% Add +2.4% 1,009 $50K
HM Payson & Co. 0.00% No change 1,008 $50K
Peterson Wealth Services 0.02% No change 1,000 $49K
MorganRosel Wealth Management, LLC 0.01% New 1,000 $49K
McIlrath & Eck, LLC 0.01% No change 997 $49K
Loomis Sayles & Co. L P 0.00% Reduce -34.8% 984 $49K
First Command Advisory Services, Inc. 0.00% No change 990 $49K
Montag A & Associates Inc. 0.00% No change 961 $48K
First Horizon Advisors, Inc. 0.00% Add +1.3% 955 $47K
Main Street Group, LTD 0.02% Add +2.9% 955 $47K
Private Wealth Asset Management, LLC 0.01% — 930 $46K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -44.7% 797 $45K
Fortis Group Advisors, LLC 0.01% No change 860 $42K
Atala Financial Inc 0.03% No change 817 $40K
Riverview Trust Co 0.04% No change 813 $40K
Hexagon Capital Partners LLC 0.01% Add +14.4% 809 $40K
BOK Financial Private Wealth, Inc. 0.00% Reduce -2.4% 800 $40K
Caitong International Asset Management Co., Ltd 0.03% New 800 $39K
American National Bank & Trust 0.00% New 800 $39K
Colonial Trust Advisors 0.00% No change 800 $39K
Investment Research & Advisory Group, Inc. 0.02% Add +85.3% 797 $39K
Byrne Asset Management LLC 0.03% Add +3066.7% 760 $38K
Grove Bank & Trust 0.00% Add +129.2% 722 $36K
CVA Family Office, LLC 0.01% Reduce -24.3% 715 $35K
Hemington Wealth Management 0.01% Add +33.8% 729 $35K
Wolff Wiese Magana LLC 0.02% Reduce -3.0% 687 $34K
Cary Street Partners Investment Advisory LLC 0.02% Add +21.5% 679 $34K
Key Financial Inc 0.01% Reduce -28.1% 678 $33K
LRI Investments, LLC 0.00% No change 673 $33K
Bfsg, LLC 0.00% Add +3245.0% 669 $33K
Salomon & Ludwin, LLC 0.00% No change 665 $33K
Prestige Wealth Management Group LLC 0.01% Reduce -8.2% 654 $32K
Concord Wealth Partners 0.01% No change 653 $32K
Smithfield Trust Co 0.00% Add +37.1% 650 $32K
Bernard Wealth Management Corp. 0.02% No change 642 $32K
Luken Investment Analytics, LLC 0.01% No change 640 $32K
Cullen/Frost Bankers, Inc. 0.00% Reduce -65.4% 636 $31K
Financial Gravity Asset Management, Inc. 0.01% — 619 $31K
Miller Wealth Advisors, LLC 0.02% No change 615 $30K
Register Financial Advisors LLC 0.02% No change 613 $30K
Avion Wealth 0.01% No change 625 $30K
Founders Capital Management 0.02% No change 600 $30K
Union Bancaire Privee, UBP SA 0.00% Reduce -82.8% 625 $28K
ORG Partners LLC 0.01% Add +96.6% 572 $28K
Putney Financial Group LLC 0.03% No change 565 $28K
Knott David M Jr 0.01% Reduce -46.9% 663 $27K
Whipplewood Advisors, LLC 0.02% Add +3.1% 570 $27K
VSM Wealth Advisory, LLC 0.01% Add +0.4% 551 $27K
CNB Bank 0.01% No change 542 $27K
JFS Wealth Advisors, LLC 0.00% Reduce -8.3% 531 $26K
Legacy Wealth Managment, LLC 0.02% No change 525 $26K
Tacita Capital Inc 0.02% No change 500 $25K
Inlight Wealth Management, LLC 0.02% New 500 $25K
PSI Advisors, LLC 0.01% No change 500 $25K
Perkins Coie Trust Co 0.01% New 500 $25K
Princeton Global Asset Management LLC 0.00% Reduce -66.7% 500 $25K
HHM Wealth Advisors, LLC 0.00% Add +0.2% 498 $25K
Covestor Ltd 0.02% Add +5.2% 482 $24K
Activest Wealth Management 0.01% Add +140.1% 485 $24K
Richardson Financial Services Inc. 0.02% Add +6.8% 470 $23K
Group One Trading LLC 0.00% Reduce -99.5% 465 $23K
Sierra Ocean, LLC 0.02% Add +53.1% 450 $22K
Financial Management Professionals, Inc. 0.00% Add +0.2% 447 $22K
Aventura Private Wealth, LLC 0.01% Add +237.2% 435 $21K
Rise Advisors, LLC 0.01% Add +26.5% 434 $21K
Manchester Capital Management LLC 0.00% Add +70.2% 422 $21K
CarsonAllaria Wealth Management, Ltd. 0.01% New 421 $21K
Orion Capital Management LLC 0.01% No change 420 $21K
Pingora Partners LLC 0.01% No change 410 $20K
Centerpoint Advisors, LLC 0.01% New 400 $20K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 406 $20K
MV Capital Management, Inc. 0.00% Reduce -2.9% 405 $20K
Clearstead Trust, LLC 0.00% New 403 $20K
Graney & King, LLC 0.01% Add +0.5% 402 $20K
GKV Capital Management Co., Inc. 0.01% No change 400 $20K
ESL Trust Services, LLC 0.00% No change 400 $20K
Cornerstone National Bank & Trust Co 0.01% No change 399 $20K
Altshuler Shaham Ltd 0.00% Reduce -25.9% 393 $19K
Bank & Trust Co 0.02% No change 388 $19K
Wayfinding Financial, LLC 0.01% New 399 $19K
Crewe Advisors LLC 0.00% No change 381 $19K
Pflug Koory, LLC 0.01% No change 380 $19K
Caldwell Sutter Capital, Inc. 0.01% Reduce -46.3% 377 $19K
Consultiva Wealth Management, Corp. 0.06% New 366 $18K
Hazlett, Burt & Watson, Inc. 0.01% Add +590.4% 359 $18K
NewSquare Capital LLC 0.00% Add +415.7% 361 $18K
Financial Network Wealth Advisors LLC 0.02% Add +196.6% 353 $17K
Estabrook Capital Management 0.00% No change 339 $17K
Compass Financial Services Inc 0.01% Add +0.6% 332 $16K
North Capital, Inc. 0.02% — 327 $16K
GW&K Investment Management, LLC 0.00% Reduce -62.1% 320 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 315 $16K
Trust Co 0.00% No change 308 $15K
Bare Financial Services, Inc 0.01% Add +78.4% 305 $15K
Horizon Bancorp Inc. 0.01% No change 300 $15K
Valley National Advisers Inc. 0.00% Add +57.1% 319 $15K
Adirondack Trust Co. 0.01% Reduce -8.1% 282 $14K
Tidemark, LLC 0.01% Add +0.4% 282 $14K
Private Wealth Management Group, LLC 0.01% No change 280 $14K
Vision Financial Markets LLC 0.01% No change 278 $14K
Saudi Central Bank 0.07% New 277 $14K
Rialto Wealth Management, LLC 0.00% Add +19.0% 276 $14K
Zions Bancorporation, National Association 0.00% — 276 $14K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -66.0% 269 $13K
Meeder Asset Management Inc. 0.00% New 261 $13K
Birchbrook, Inc. 0.01% No change 258 $13K
Oakworth Capital, Inc. 0.00% No change 258 $13K
Creative Capital Management Investments LLC 0.00% No change 253 $12K
Hughes Financial Services, LLC 0.00% New 252 $12K
High Note Wealth, LLC 0.00% No change 250 $12K
Evelyn Partners Investment Management Services Ltd 0.00% No change 250 $12K
Pinnacle Bancorp, Inc. 0.00% No change 241 $12K
Chesapeake Asset Management LLC 0.01% No change 236 $12K
Systematic Financial Management LP 0.00% New 231 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -35.7% 225 $11K
TrinityBridge Ltd 0.00% No change 220 $11K
Hollencrest Capital Management 0.00% No change 222 $11K
WPG Advisers, LLC 0.01% Add +37.3% 217 $11K
MeadowBrook Investment Advisors LLC 0.01% No change 212 $10K
Fortitude Family Office, LLC 0.00% Reduce -6.2% 212 $10K
Park Place Capital Corp 0.00% Add +21.7% 202 $10K
Front Row Advisors LLC 0.00% No change 200 $10K
Centricity Wealth Management, LLC 0.01% No change 200 $10K
Olistico Wealth, LLC 0.01% No change 200 $10K
First Financial Corp. 0.00% No change 200 $10K
Fourth Dimension Wealth, LLC 0.00% New 200 $10K
Maryland Capital Advisors Inc. 0.00% No change 200 $10K
Tanglewood Legacy Advisors, LLC 0.00% No change 200 $10K
Clean Yield Group 0.00% No change 200 $10K
Stephens Consulting, LLC 0.00% No change 200 $10K
Compass Wealth Management LLC 0.00% No change 200 $10K
Godsey & Gibb, Inc. 0.00% No change 200 $10K
Anchor Investment Management, LLC 0.00% No change 200 $10K
Kimelman & Baird, LLC 0.00% No change 200 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 200 $10K
Garde Capital, Inc. 0.00% New 200 $10K
WASHINGTON TRUST Co 0.00% No change 195 $10K
Motco 0.00% New 190 $9K
True Wealth Design, LLC 0.00% Add +192.1% 184 $9K
Asset Dedication, LLC 0.00% No change 171 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 170 $8K
Rossby Financial, LCC 0.00% New 205 $8K
Johnson Financial Group, Inc. 0.00% No change 162 $8K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 160 $8K
Darwin Wealth Management, LLC 0.00% No change 160 $8K
Clark Wealth Partners 0.01% Add +0.0% 160 $8K
FSA Wealth Management LLC 0.00% No change 160 $8K
SouthState Bank Corp 0.00% Add +41.4% 157 $8K
Brown, Lisle/Cummings, Inc. 0.00% Add +6.4% 149 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 144 $7K
Capital Advisors, Ltd. LLC 0.00% Add +97.4% 150 $7K
Dunhill Financial, LLC 0.00% Add +16.1% 137 $7K
Washington Trust Advisors, Inc. 0.00% No change 133 $7K
Lowe Wealth Advisors, LLC 0.00% Reduce -35.0% 130 $6K
Mountain Hill Investment Partners Corp. 0.01% Add +0.8% 125 $6K
Raiffeisen Bank International AG 0.00% No change 124 $6K
Gen-Wealth Partners Inc 0.00% No change 117 $6K
Aspect Partners, LLC 0.00% No change 112 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -49.5% 108 $5K
Park Square Financial Group, LLC 0.00% No change 108 $5K
Cornerstone Planning Group LLC 0.00% Add +171.4% 133 $5K
GHP Investment Advisors, Inc. 0.00% No change 107 $5K
Capital A Wealth Management, LLC 0.01% No change 105 $5K
Iron Horse Wealth Management, LLC 0.00% Add +50.7% 104 $5K
MRP Capital Investments, LLC 0.00% Reduce -49.3% 103 $5K
SJS Investment Consulting Inc. 0.00% New 102 $5K
Bell Investment Advisors, Inc 0.00% Add +12.2% 101 $5K
Asset Planning,Inc 0.00% No change 101 $5K
Curat Global, LLC 0.01% — 100 $5K
Barrett & Company, Inc. 0.00% No change 100 $5K
Towne Trust Company, N.A 0.00% No change 100 $5K
City Holding Co. 0.00% New 100 $5K
MCF Advisors LLC 0.00% New 100 $5K
Country Trust Bank 0.00% Reduce -28.1% 97 $5K
Nalls Sherbakoff Group, LLC 0.00% — 95 $5K
Valley Wealth Managers, Inc. 0.00% No change 94 $5K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 88 $4K
SOA Wealth Advisors, LLC. 0.00% No change 78 $4K
Union Savings Bank 0.00% New 76 $4K
Vermillion Wealth Management, Inc. 0.00% Add +5.6% 76 $4K
Laurel Wealth Advisors LLC 0.00% No change 75 $4K
Sachetta, LLC 0.00% Reduce -61.3% 74 $4K
BankPlus Trust Department 0.00% No change 72 $4K
JNBA Financial Advisors 0.00% No change 69 $3K
TOWER TRUST & INVESTMENT Co 0.00% — 86 $3K
CBIZ Investment Advisory Services, LLC 0.00% Add +52.5% 61 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 79 $3K
Hantz Financial Services, Inc. 0.00% New 66 $3K
Penserra Capital Management LLC 0.00% Reduce -95.6% 78 $3K
GoalVest Advisory LLC 0.00% Add +13.2% 60 $3K
Atlas Capital Advisors Inc. 0.00% No change 56 $3K
Frazier Financial Advisors, LLC 0.00% No change 53 $3K
New England Capital Financial Advisors LLC 0.00% No change 52 $3K
AllSquare Wealth Management LLC 0.00% New 49 $2K
Global Financial Private Client, LLC 0.00% Add +206.3% 49 $2K
New Age Alpha Advisors, LLC 0.00% Reduce -96.4% 44 $2K
Dogwood Wealth Management LLC 0.00% New 43 $2K
PayPay Securities Corp 0.12% Reduce -21.1% 41 $2K
Flagship Wealth Advisors, LLC 0.00% No change 40 $2K
North Star Investment Management Corp. 0.00% No change 39 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.6% 34 $2K
Evelyn Partners Asset Management Ltd 0.00% No change 33 $2K
Pinney & Scofield, Inc. 0.00% No change 31 $2K
Delta Asset Management LLC 0.00% No change 31 $2K
Valued Wealth Advisors LLC 0.00% Reduce -41.2% 30 $1K
WealthTrak Capital Management LLC 0.00% Add +50.0% 30 $1K
S&T Bank 0.00% New 30 $1K
Chilton Capital Management LLC 0.00% No change 29 $1K
Raffa Wealth Management, LLC 0.00% Reduce -78.7% 27 $1K
Safe Harbor Fiduciary, LLC 0.00% No change 25 $1K
Osterweis Capital Management Inc. 0.00% New 25 $1K
Transce3nd, LLC 0.00% Reduce -79.8% 24 $1K
New Millennium Group LLC 0.00% No change 23 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -51.2% 21 $1K
N.E.W. Advisory Services LLC 0.00% New 21 $1K
Navigoe, LLC 0.00% No change 31 $1K
Capital Analysts, LLC 0.00% No change 18 $1K
Bay Harbor Wealth Management, LLC 0.00% New 19 $942
Glass Jacobson Investment Advisors llc 0.00% No change 18 $890
Pineridge Advisors LLC 0.00% No change 18 $888
Highline Wealth Partners LLC 0.00% Add +157.1% 18 $888
Principia Wealth Advisory, LLC 0.00% Reduce -15.4% 22 $885
Pacific Center for Financial Services 0.00% Add +5.9% 18 $866
Marshall & Sterling Wealth Advisors Inc. 0.00% New 16 $790
Bogart Wealth, LLC 0.00% No change 15 $762
Winnacle Wealth LLC 0.00% Add +45.5% 16 $759
Tortoise Investment Management, LLC 0.00% No change 14 $691
Abound Wealth Management 0.00% Reduce -88.5% 13 $642
HighMark Wealth Management LLC 0.00% No change 12 $613
Truvestments Capital LLC 0.00% Add +83.3% 11 $540
TFC Financial Management, Inc. 0.00% Reduce -78.7% 10 $494
Atwood & Palmer Inc. 0.00% No change 10 $494
Wood Tarver Financial Group, LLC 0.00% No change 9 $445
Holos Integrated Wealth LLC 0.00% No change 9 $444
Nova Wealth Management, Inc. 0.00% No change 8 $395
American Capital Advisory, LLC 0.00% New 7 $346
HFM Investment Advisors, LLC 0.00% — 7 $346
Tradewinds Capital Management, LLC 0.00% New 6 $297
Hara Capital LLC 0.00% No change 5 $247
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -100.0% 2 $99
Eukles Asset Management 0.00% No change 2 $99
Cape Investment Advisory, Inc. 0.00% No change 2 $99
Westend Capital Management, LLC 0.00% No change 1 $50
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $50
Roble, Belko & Company, Inc 0.00% No change 5 $0

"% of holder's portfolio" is OXY's weight in each manager's 13F, not the share of Occidental Petroleum Corp. the manager owns.