Everpure Inc. Class AP

13F holders, Q3 2024 (September 30)
618holders −35
67new positions
100sold out
7famous investors
$50.32avg. 13F price*

At the end of Q3 2024, 618 institutions reported holding Everpure Inc. Class A (P) in their 13F filings, down 35 from Q2 2024. 67 opened new positions and 100 sold out. The largest holders were FMR LLC ($2.5B), BlackRock, Inc. ($2.0B) and Vanguard Group Inc. ($1.6B). 7 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), Cathie Wood (0.1% of ARK Investment Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Everpure Inc. Class A
Filed as
PURE STORAGE INC (Q3 2024)
Sector
Technology
CUSIP
74624M102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 556Q1 2024Q2 2024: 653Q2 2024Q3 2024: 618Q3 2024Q4 2024: 663Q4 2024Q1 2025: 649Q1 2025Q2 2025: 694Q2 2025Q3 2025: 773Q3 2025Q4 2025: 790Q4 2025Q1 2026: 768Q1 2026Q2 2026: 816Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions67$159.1M
Exits100$412.8M

All 13F filers, Q2 2024 → Q3 2024: 19,079,411 shares bought and 30,289,401 shares sold, net −11,209,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 618 holders

FMR LLC 0.15% Add +0.8% 49,153,797 $2.5B
BlackRock, Inc. 0.04% — 39,629,439 $2.0B
Vanguard Group Inc. 0.03% Add +3.0% 32,827,801 $1.6B
State Street Corp. 0.02% Add +6.5% 10,262,666 $515.6M
T. Rowe Price Investment Management, Inc. 0.21% Add +34.7% 6,806,127 $341.9M
Champlain Investment Partners, LLC 1.75% Reduce -4.2% 5,746,943 $288.7M
Disciplined Growth Investors Inc. 5.40% Add +3.2% 5,684,218 $285.6M
Geode Capital Management, LLC 0.02% Add +4.3% 5,382,095 $269.8M
Amundi 0.09% Reduce -10.2% 4,683,178 $245.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.51% Add +22.5% 4,063,776 $204.2M
Morgan Stanley 0.01% Add +7.3% 3,889,288 $195.4M
Renaissance Technologies 0.28% Add +13.3% 3,678,112 $184.8M
Invesco Ltd. 0.03% Reduce -26.2% 3,504,906 $176.1M
Bank of New York Mellon Corp 0.03% Reduce -5.4% 3,498,044 $175.7M
Norges Bank 0.02% Add +12.7% 3,460,209 $173.8M
Blair William & Co. 0.46% Add +32.6% 3,127,002 $157.1M
First Trust Advisors LP 0.15% Add +7.1% 3,027,406 $152.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +3.4% 2,861,621 $143.8M
Franklin Resources Inc. 0.04% Add +210.2% 2,553,402 $137.6M
Northern Trust Corp. 0.02% Add +3.0% 2,444,332 $122.8M
Polar Capital Holdings Plc 0.57% Reduce -32.0% 2,347,229 $117.9M
Legal & General Group Plc 0.03% Add +52.0% 2,179,345 $109.5M
JPMorgan Chase & Co. 0.01% Reduce -7.6% 2,113,987 $106.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -6.0% 2,100,381 $105.5M
Acadian Asset Management LLC 0.32% Reduce -21.8% 2,045,544 $102.7M
Alliancebernstein L.P. 0.03% Reduce -13.1% 1,941,469 $97.5M
Congress Asset Management Co. 0.64% Reduce -10.5% 1,880,334 $94.5M
T. Rowe Price Associates Inc. 0.01% Reduce -67.0% 1,717,262 $86.3M
Bank of America Corp. 0.01% Add +79.9% 1,616,163 $81.2M
Amova Asset Management Americas, Inc. 0.81% Reduce -10.1% 1,431,300 $71.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -38.0% 1,293,742 $65.0M
Connor, Clark & Lunn Investment Management Ltd. 0.30% Reduce -2.5% 1,226,936 $61.6M
Citadel Advisors 0.06% Add +256.8% 1,172,117 $58.9M
Stephens Investment Management Group LLC 0.78% Reduce -2.9% 1,142,834 $57.4M
Dimensional Fund Advisors LP 0.01% Reduce -12.7% 1,138,399 $57.2M
Ameriprise Financial Inc. 0.01% Reduce -6.1% 1,093,512 $54.9M
Balyasny Asset Management L.P. 0.13% New 1,018,494 $51.2M
Westfield Capital Management Co. LP 0.23% Add +29.4% 995,019 $50.0M
Two Sigma Advisers, LP 0.12% Reduce -56.5% 988,256 $49.6M
Nuveen Asset Management, LLC 0.01% Add +19.6% 922,044 $46.3M
Swiss National Bank 0.03% Add +0.3% 917,000 $46.1M
Rhumbline Advisers 0.04% Reduce -3.1% 905,767 $45.5M
Neuberger Berman Group LLC 0.03% Add +75.4% 848,273 $42.6M
Bowen Hanes & Co. Inc. 1.05% Reduce -11.7% 800,000 $40.2M
Eagle Asset Management Inc. 0.20% Reduce -38.5% 756,363 $40.0M
Schroder Investment Management Group 0.04% Reduce -26.4% 799,010 $39.5M
Federated Hermes, Inc. 0.09% Add +392.8% 770,853 $38.7M
Royal Bank of Canada 0.01% Add +21.1% 745,174 $37.4M
Migdal Insurance & Financial Holdings Ltd. 0.59% Add +15.1% 725,000 $36.4M
Principal Financial Group Inc. 0.02% Reduce -29.3% 721,020 $36.2M
Wells Fargo & Company 0.01% Add +2.7% 701,098 $35.2M
Glenmede Trust Co. NA 0.16% Add +38.6% 683,464 $34.3M
Janus Henderson Group PLC 0.02% Reduce -44.9% 640,980 $32.2M
Woodline Partners LP 0.27% New 636,585 $32.0M
Goldman Sachs Group Inc. 0.01% Reduce -39.7% 586,191 $29.5M
UBS Group AG 0.01% Reduce -15.2% 572,507 $28.8M
National Pension Service 0.03% Add +8.9% 558,159 $28.0M
Deutsche Bank AG 0.01% Add +7.0% 545,273 $27.4M
AQR Capital Management 0.04% Reduce -41.5% 536,863 $26.5M
TD Asset Management Inc 0.02% Add +33.9% 534,612 $26.4M
California Public Employees Retirement System 0.02% Add +5.6% 522,823 $26.3M
Frontier Capital Management Co. LLC 0.24% Reduce -55.6% 498,867 $25.1M
California State Teachers Retirement System 0.03% Add +0.0% 493,484 $24.8M
Zacks Investment Management 0.19% Add +13.2% 437,691 $22.0M
Man Group plc 0.06% Add +10.3% 421,347 $21.2M
Pembroke Management, LTD 2.68% Reduce -9.2% 418,511 $21.0M
Retirement Systems of Alabama 0.07% Reduce -0.5% 375,328 $18.9M
Summit Creek Advisors LLC 2.54% Add +6.4% 372,270 $18.7M
Corebridge Financial, Inc. 0.10% Reduce -5.4% 368,506 $18.5M
Twinbeech Capital LP 0.35% Add +36.5% 367,565 $18.5M
Clearbridge Investments, LLC 0.01% New 340,062 $17.1M
Cresset Asset Management, LLC 0.06% Add +0.6% 330,219 $16.6M
Robeco Institutional Asset Management B.V. 0.03% Add +399.8% 322,586 $16.2M
Barclays PLC 0.01% Add +9.4% 316,911 $15.9M
New York State Teachers Retirement System 0.03% Add +12.2% 316,383 $15.9M
Erste Asset Management GmbH 0.19% Reduce -6.0% 316,200 $15.9M
Qube Research & Technologies Ltd 0.03% Add +1993353.3% 299,018 $15.0M
Voya Investment Management LLC 0.02% Add +4.2% 292,147 $14.7M
Thornburg Investment Management Inc. 0.19% Reduce -11.2% 288,103 $14.5M
State Board of Administration of Florida Retirement System 0.03% Add +3.4% 277,465 $13.9M
CANADA LIFE ASSURANCE Co 0.02% Add +14.6% 264,491 $13.3M
Sei Investments Co. 0.02% Reduce -16.6% 259,119 $13.0M
Russell Investments Group, Ltd. 0.02% Reduce -34.3% 250,237 $12.5M
CW Advisors, LLC 0.17% Reduce -0.9% 247,237 $12.4M
American Century Companies Inc. 0.01% Add +50.3% 246,535 $12.4M
Raymond James & Associates 0.01% Reduce -27.8% 238,334 $12.0M
Allianz Asset Management GmbH 0.02% Reduce -32.9% 236,265 $11.9M
Victory Capital Management Inc. 0.01% Add +6.9% 230,393 $11.6M
Korea Investment CORP 0.03% Add +69.5% 227,595 $11.4M
Capital Fund Management S.A. 0.12% Reduce -19.5% 222,332 $11.2M
Envestnet Asset Management Inc. 0.00% Add +1.1% 218,944 $11.0M
Sara-Bay Financial 3.93% Reduce -4.9% 215,830 $10.8M
Comerica Bank 0.04% Reduce -16.9% 212,848 $10.7M
Millennium Management 0.01% Reduce -26.4% 209,484 $10.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +7.9% 205,279 $10.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -8.2% 198,951 $10.0M
STRS Ohio 0.04% Reduce -29.7% 198,127 $10.0M
State of Wisconsin Investment Board 0.02% Add +4.8% 195,914 $9.8M
ARK Investment Management 0.09% Reduce -11.1% 195,173 $9.8M
Bank of Montreal 0.00% Add +67.2% 193,563 $9.6M
S&co Inc. 0.63% No change 190,420 $9.6M
Hantz Financial Services, Inc. 0.17% Reduce -3.8% 189,546 $9.5M
Scout Investments, Inc. 0.25% Reduce -42.8% 178,761 $9.5M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +176.6% 187,280 $9.4M
Two Sigma Investments, LP 0.02% Reduce -70.1% 185,321 $9.3M
Caisse de depot et placement du Quebec 0.02% Add +27.7% 182,327 $9.2M
BNP Paribas Financial Markets 0.01% Add +14.8% 180,957 $9.1M
Trexquant Investment LP 0.11% Add +0.6% 177,288 $8.9M
MetLife Investment Management, LLC 0.05% Reduce -0.3% 171,840 $8.6M
New York State Common Retirement Fund 0.01% Reduce -17.5% 169,454 $8.5M
Bokf, NA 0.15% Reduce -15.5% 169,502 $8.4M
Mutual of America Capital Management LLC 0.09% Reduce -4.6% 166,986 $8.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.03% No change 165,270 $8.3M
Granahan Investment Management, LLC 0.32% Reduce -18.4% 160,175 $8.0M
Peregrine Capital Management LLC 0.24% Add +9.4% 156,249 $7.8M
Pinebridge Investments, L.P. 0.06% Add +48.3% 154,969 $7.8M
Andra AP-fonden 0.11% New 153,900 $7.7M
Alyeska Investment Group, L.P. 0.04% Add +4.5% 150,510 $7.6M
Intech Investment Management LLC 0.08% Reduce -8.6% 150,506 $7.6M
Amalgamated Bank 0.06% Reduce -4.1% 150,469 $7.6M
Treasurer of the State of North Carolina 0.03% Add +13.4% 147,343 $7.4M
Citigroup Inc. 0.01% Add +11.3% 144,005 $7.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -5.3% 141,945 $7.1M
Banque Pictet & Cie SA 0.07% Reduce -1.4% 141,768 $7.1M
Ion Asset Management Ltd. 0.45% Add +46.6% 138,500 $7.0M
William Blair Investment Management, LLC 0.02% Reduce -69.6% 138,344 $7.0M
MinichMacGregor Wealth Management, LLC 1.48% New 137,143 $6.9M
Engineers Gate Manager LP 0.13% Add +34.6% 136,023 $6.8M
Twenty Acre Capital LP 6.23% Add +62.6% 134,828 $6.8M
Weiss Asset Management LP 0.24% New 132,326 $6.6M
US Bancorp \de 0.01% Reduce -2.9% 129,602 $6.5M
Danske Bank A/S 0.02% Reduce -40.3% 128,600 $6.5M
State of Tennessee, Department of Treasury 0.02% Add +2.1% 127,430 $6.4M
Bailard, Inc. 0.16% Reduce -2.9% 125,106 $6.3M
HSBC Holdings PLC 0.00% Add +63.0% 121,365 $6.1M
Pictet Asset Management Holding SA 0.01% Add +3.0% 120,969 $6.1M
Stifel Financial Corp. 0.01% Reduce -15.1% 119,814 $6.0M
Sycomore Asset Management 1.00% Add +230.5% 119,034 $6.0M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -25.1% 117,105 $5.9M
Asset Management One Co., Ltd. 0.02% Reduce -1.2% 115,466 $5.8M
State of New Jersey Common Pension Fund D 0.02% No change 114,626 $5.8M
Left Brain Wealth Management, LLC 2.68% Add +0.3% 114,486 $5.8M
Yousif Capital Management, LLC 0.06% Reduce -11.3% 113,929 $5.7M
Voloridge Investment Management, LLC 0.02% Reduce -84.2% 113,079 $5.7M
Public Employees Retirement System of Ohio 0.02% Reduce -17.9% 111,903 $5.6M
Illinois Municipal Retirement Fund 0.08% No change 110,435 $5.5M
Harel Insurance Investments & Financial Services Ltd. 0.10% Reduce -8.4% 110,165 $5.5M
Ensign Peak Advisors, Inc 0.01% Reduce -2.4% 106,811 $5.4M
Jane Street Group, LLC 0.01% Reduce -80.2% 105,526 $5.3M
Globeflex Capital L P 0.50% Reduce -8.8% 103,089 $5.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -15.2% 102,480 $5.1M
Rockefeller Capital Management L.P. 0.01% Reduce -0.6% 101,782 $5.1M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.7% 95,330 $4.8M
Aberdeen Group plc 0.01% Add +1604.5% 94,858 $4.8M
Resona Asset Management Co.,Ltd. 0.03% Add +1.1% 93,865 $4.7M
Shufro Rose & Co. LLC 0.38% No change 72,400 $4.6M
OV Management LLC 3.07% Add +293.3% 92,020 $4.6M
Handelsbanken Fonder AB 0.02% Add +30.1% 89,053 $4.5M
LGT Group Foundation 0.07% Add +1.1% 89,510 $4.5M
Arizona State Retirement System 0.03% Add +4.4% 88,520 $4.4M
Verition Fund Management LLC 0.03% Add +210.4% 87,769 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -0.9% 85,600 $4.3M
Jasper Ridge Partners, L.P. 0.12% No change 85,086 $4.3M
Nomura Asset Management Co. Ltd. 0.01% Add +6.3% 84,610 $4.3M
Bullseye Asset Management LLC 1.95% Add +7.0% 84,193 $4.2M
Canada Pension Plan Investment Board 0.00% Reduce -31.6% 83,900 $4.2M
DAVENPORT & Co LLC 0.02% Reduce -1.3% 83,052 $4.2M
Squarepoint Ops LLC 0.01% New 82,039 $4.1M
Brown Advisory Inc. 0.01% Reduce -11.5% 80,101 $4.0M
Pacer Advisors, Inc. 0.01% Add +31.7% 78,848 $4.0M
LPL Financial LLC 0.00% Reduce -62.8% 78,250 $3.9M
Stanley-Laman Group, Ltd. 0.50% Add +4.3% 77,712 $3.9M
Aviva PLC 0.01% Add +20.8% 77,667 $3.9M
Bessemer Group Inc. 0.01% Add +185.8% 77,530 $3.9M
Alight Capital Management LP 1.36% Add +38.4% 75,000 $3.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +70.1% 74,620 $3.7M
Xponance LLC 0.04% Add +2.8% 73,857 $3.7M
Townsquare Capital LLC 0.04% Add +10.2% 73,444 $3.7M
State of Michigan Retirement System 0.02% Reduce -0.3% 73,400 $3.7M
TT International Asset Management LTD 0.45% Add +1160.1% 73,085 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -1.7% 72,588 $3.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.5% 72,021 $3.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% — 71,300 $3.6M
Sterling Capital Management LLC 0.05% — 71,194 $3.6M
Osaic Holdings, Inc. 0.01% Add +8.8% 70,664 $3.5M
Royal London Asset Management Ltd. 0.01% New 69,992 $3.5M
Tidal Investments LLC 0.04% Add +2.0% 69,711 $3.5M
Lecap Asset Management Ltd. 0.75% Add +818.9% 68,840 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +0.5% 68,548 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.6% 68,108 $3.4M
Forsta Ap-Fonden 0.03% Add +16.2% 67,500 $3.4M
Quantbot Technologies LP 0.13% New 67,299 $3.4M
Cherry Creek Investment Advisors, Inc. 1.74% Reduce -4.0% 67,043 $3.4M
Cary Street Partners Investment Advisory LLC 0.12% Add +7.4% 66,786 $3.4M
Cetera Investment Advisers 0.01% Add +10.1% 66,359 $3.3M
180 Wealth Advisors, LLC 0.52% Reduce -0.9% 65,673 $3.3M
Ameritas Investment Partners, Inc. 0.10% Reduce -2.5% 63,389 $3.2M
New Mexico Educational Retirement Board 0.11% Add +5.7% 62,800 $3.2M
Oregon Public Employees Retirement Fund 0.06% Reduce -1.4% 62,569 $3.1M
IFM Investors Pty Ltd 0.03% Reduce -0.7% 62,116 $3.1M
Graphene Investments SAS 2.00% Add +23.3% 62,000 $3.1M
Abn Amro Investment Solutions 0.05% Add +20.1% 60,546 $3.0M
Captrust Financial Advisors 0.01% Reduce -1.4% 60,112 $3.0M
Natixis Advisors, LLC 0.01% Reduce -49.0% 59,707 $3.0M
Cannell & Spears LLC 0.06% Reduce -1.7% 59,630 $3.0M
Whittier Trust Co. 0.04% Add +5.0% 59,430 $3.0M
Exchange Traded Concepts, LLC 0.07% Add +34.8% 58,102 $2.9M
Cookson Peirce & Co. Inc. 0.14% Reduce -91.4% 57,898 $2.9M
Macquarie Group Ltd. 0.00% Reduce -6.8% 57,039 $2.9M
Dynamic Technology Lab Private Ltd 0.30% Add +53.5% 55,818 $2.8M
SG Americas Securities, LLC 0.01% Add +947.0% 55,807 $2.8M
Mackenzie Financial Corp. 0.00% Reduce -77.2% 55,649 $2.8M
Group One Trading LLC 0.11% Reduce -7.1% 55,454 $2.8M
Shell Asset Management Co. 0.12% — 54,171 $2.7M
DNB Asset Management AS 0.01% Add +1.4% 52,342 $2.6M
D. E. Shaw & Co. 0.00% Reduce -35.9% 51,933 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.8% 51,550 $2.6M
Utah Retirement Systems 0.03% Add +6.3% 50,789 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.5% 50,547 $2.5M
Penserra Capital Management LLC 0.05% Reduce -29.8% 49,583 $2.5M
Diversified Trust Co. 0.06% Reduce -0.1% 48,020 $2.4M
Taylor Frigon Capital Management LLC 1.19% Reduce -41.0% 47,795 $2.4M
Richard Bernstein Advisors LLC 0.05% New 47,403 $2.4M
Daiwa Securities Group Inc. 0.01% Reduce -2.9% 47,280 $2.4M
South Dakota Investment Council 0.05% No change 47,082 $2.4M
PDT Partners, LLC 0.21% Add +0.0% 47,010 $2.4M
Arcadia Investment Management Corp. 0.38% Reduce -0.2% 45,740 $2.3M
Sherbrooke Park Advisers LLC 0.52% New 45,326 $2.3M
ClariVest Asset Management LLC 0.23% No change 34,739 $2.2M
Abacus FCF Advisors LLC 0.52% Reduce -1.9% 44,224 $2.2M
Quantinno Capital Management LP 0.03% Add +18.8% 42,737 $2.1M
Swedbank AB 0.00% Reduce -2.7% 42,138 $2.1M
Keybank National Association 0.01% Reduce -4.8% 41,661 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +1470.0% 41,134 $2.1M
Leibman Financial Services, Inc. 1.45% Reduce -2.2% 40,849 $2.1M
Janney Montgomery Scott LLC 0.01% New 40,460 $2.0M
Assenagon Asset Management S.A. 0.00% Reduce -83.4% 40,382 $2.0M
Toronto Dominion Bank 0.00% Add +30.1% 40,276 $2.0M
Regions Financial Corp. 0.01% No change 40,185 $2.0M
Sheaff Brock Investment Advisors, LLC 0.17% Add +12.3% 39,323 $2.0M
KBC Group NV 0.01% Add +9.9% 39,277 $2.0M
Eventide Asset Management, LLC 0.03% New 39,287 $2.0M
Wellington Management Group LLP 0.00% Reduce -98.3% 39,154 $2.0M
Rwa Wealth Partners, LLC 0.02% No change 38,677 $1.9M
OMERS ADMINISTRATION Corp 0.02% Add +561.4% 37,700 $1.9M
Nissay Asset Management Corp. /Japan 0.01% Add +4.1% 37,335 $1.9M
Vident Advisory, LLC 0.05% Add +516.5% 36,860 $1.9M
BI Asset Management Fondsmaeglerselskab A/S 0.03% New 36,374 $1.8M
State of Alaska, Department of Revenue 0.02% Add +7.3% 35,670 $1.8M
Wolverine Trading, LLC 0.05% Add +190.6% 36,106 $1.8M
Estate Counselors, LLC 0.18% No change 35,515 $1.8M
Wesbanco Bank Inc. 0.06% Reduce -24.3% 35,095 $1.8M
Prudential Financial Inc. 0.00% Reduce -95.8% 35,014 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +9.5% 34,693 $1.7M
Public Employees Retirement Association of Colorado 0.01% No change 32,448 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -3.1% 32,301 $1.6M
Guggenheim Capital LLC 0.01% Reduce -10.3% 32,136 $1.6M
Coastal Bridge Advisors, LLC 0.40% No change 31,797 $1.6M
Whittier Trust Co. of Nevada Inc. 0.04% Add +8.6% 31,730 $1.6M
HighTower Advisors, LLC 0.00% Reduce -34.8% 31,095 $1.6M
EFG Asset Management (North America) Corp. 0.26% Reduce -3.3% 30,588 $1.5M
Concentric Capital Strategies, LP 0.09% Reduce -33.2% 29,556 $1.5M
Radnor Capital Management, LLC 0.22% Reduce -0.2% 29,120 $1.5M
Gulf International Bank (UK) Ltd 0.04% Reduce -4.2% 28,884 $1.5M
Curi Capital, LLC 0.03% Reduce -27.3% 28,770 $1.4M
Citizens Financial Group Inc. 0.03% Reduce -3.4% 28,431 $1.4M
Walleye Trading LLC 0.03% Reduce -47.5% 28,304 $1.4M
First Hawaiian Bank 0.05% Reduce -1.6% 28,050 $1.4M
Walleye Capital LLC 0.02% Reduce -34.0% 27,867 $1.4M
Elo Mutual Pension Insurance Co 0.03% Reduce -1.2% 27,445 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -97.3% 27,421 $1.4M
Creative Planning 0.00% Add +39.7% 27,399 $1.4M
Mariner, LLC 0.00% Add +6.9% 27,044 $1.4M
Paradigm Capital Management Inc. 0.06% No change 27,000 $1.4M
Investment Management Corp of Ontario 0.03% Add +288.3% 26,794 $1.3M
EFG Asset Management (Americas) Corp. 0.26% Reduce -7.0% 26,414 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +14.0% 26,394 $1.3M
Corient Private Wealth LP 0.00% Add +24.7% 26,341 $1.3M
JB Capital LLC 0.08% Add +7.0% 26,140 $1.3M
First Commonwealth Financial Corp 0.31% No change 26,000 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -82.2% 25,788 $1.3M
Picton Mahoney Asset Management 0.05% Reduce -76.7% 25,577 $1.3M
IMA Advisory Services, Inc. 0.28% Reduce -10.6% 25,491 $1.3M
Prelude Capital Management, LLC 0.10% New 25,418 $1.3M
Caxton Associates LP 0.06% New 25,000 $1.3M
XTX Topco Ltd 0.09% Add +98.3% 24,281 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -1.2% 24,025 $1.2M
Pure Financial Advisors, LLC 0.03% Reduce -8.7% 23,906 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.4% 23,588 $1.2M
Freemont Management S.A. 0.62% No change 23,500 $1.2M
Hancock Whitney Corp. 0.04% Reduce -2.3% 22,985 $1.2M
Dantai Capital Ltd 1.45% No change 22,770 $1.1M
1834 Investment Advisors Co. 0.13% Reduce -20.0% 22,755 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +9.0% 21,555 $1.1M
AMG National Trust Bank 0.03% Reduce -18.2% 21,503 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% New 21,354 $1.1M
Nordea Investment Management AB 0.00% Add +1.9% 21,492 $1.1M
Alberta Investment Management Corp 0.01% New 21,000 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -14.5% 20,688 $1.0M
Kestra Advisory Services, LLC 0.01% Reduce -20.7% 20,414 $1.0M
United Services Automobile Association 0.03% Reduce -14.9% 20,373 $1.0M
Storebrand Asset Management As 0.00% Add +2.5% 20,369 $1.0M
Hennion & Walsh Asset Management, Inc. 0.05% Add +35.2% 20,169 $1.0M
WoodTrust Financial Corp 0.14% Add +219.8% 20,150 $1.0M
Linden Thomas Advisory Services, LLC 0.14% Add +4.3% 20,154 $1.0M
Bank of Nova Scotia 0.00% Add +6.2% 19,857 $998K
Cibc World Market Inc. 0.00% Reduce -24.7% 19,733 $991K
Gotham Asset Management 0.01% Reduce -73.5% 19,105 $960K
Pathstone Holdings, LLC 0.00% Add +0.6% 18,788 $944K
BOK Financial Private Wealth, Inc. 0.07% Reduce -16.1% 18,707 $940K
NewEdge Advisors, LLC 0.01% Reduce -21.2% 18,689 $939K
Axq Capital, LP 0.28% New 18,644 $937K
Mediolanum International Funds Ltd 0.01% Reduce -2.9% 18,706 $923K
Sanctuary Advisors, LLC 0.01% Add +15.1% 17,709 $915K
Cibc World Markets Corp. 0.01% Add +8.2% 18,004 $905K
Savant Capital, LLC 0.01% Add +0.6% 18,001 $904K
AXA S.A. 0.00% Add +27.6% 17,941 $901K
Northwestern Mutual Wealth Management Co. 0.00% Add +95.8% 17,814 $895K
Maryland State Retirement & Pension System 0.02% Reduce -21.8% 17,694 $889K
Tobam 0.16% Add +1402.6% 17,370 $873K
Atria Wealth Solutions, Inc. 0.01% Reduce -17.2% 17,100 $859K
Mercer Global Advisors Inc. 0.00% Add +37.4% 17,150 $836K
SpiderRock Advisors, LLC 0.02% No change 16,645 $836K
IMC-Chicago, LLC 0.02% New 16,380 $823K
MML Investors Services, LLC 0.00% Reduce -22.5% 15,609 $784K
Segment Wealth Management, LLC 0.05% No change 15,486 $778K
Norden Group LLC 0.09% Add +80.0% 15,093 $758K
Ieq Capital, LLC 0.01% Add +15.9% 14,936 $750K
Main Management ETF Advisors, LLC 0.04% New 14,744 $741K
APG Asset Management N.V. 0.00% Reduce -92.8% 16,402 $738K
Vinva Investment Management Ltd 0.03% Reduce -11.8% 14,904 $737K
Wolff Wiese Magana LLC 0.50% Reduce -2.4% 14,635 $735K
ProShare Advisors LLC 0.00% Reduce -54.1% 14,611 $734K
Quantitative Investment Management, LLC 0.07% New 14,546 $730K
PNC Financial Services Group, Inc. 0.00% Add +3.9% 14,530 $730K
Chartwell Investment Partners, LLC 0.02% New 14,376 $722K
Cerity Partners LLC 0.00% Reduce -18.1% 14,197 $713K
CoreCap Advisors, LLC 0.03% Add +306.6% 14,049 $706K
QRG Capital Management, Inc. 0.01% Add +7.1% 13,978 $702K
Green Alpha Advisors, LLC 0.55% Reduce -4.3% 13,954 $701K
Freedom Investment Management, Inc. 0.06% Add +43.0% 13,909 $699K
Elevation Point Wealth Partners, LLC 0.07% Reduce -4.0% 13,611 $684K
Outfitters Financial LLC 0.56% Add +30.7% 13,525 $679K
OneDigital Investment Advisors LLC 0.01% Add +2.4% 13,365 $671K
Private Advisor Group, LLC 0.00% Reduce -2.6% 13,168 $662K
Truist Financial Corp. 0.00% Add +4.6% 13,142 $660K
Parallel Advisors, LLC 0.02% Add +2.5% 13,085 $657K
Veracity Capital LLC 0.24% Add +13.8% 12,634 $635K
Daiichi Life Insurance Co., Ltd. 0.02% No change 12,402 $623K
Trail Ridge Investment Advisors, LLC 0.30% Reduce -2.5% 11,850 $621K
AlphaQuest LLC 0.05% New 12,197 $613K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.1% 12,105 $608K
Advisory Services Network, LLC 0.01% No change 9,334 $599K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.8% 11,883 $597K
Taika Capital, LP 0.45% Reduce -35.9% 11,853 $595K
Shelton Capital Management 0.02% No change 11,771 $591K
Calamos Advisors LLC 0.00% Reduce -79.4% 11,562 $581K
Thompson Investment Management, Inc. 0.08% No change 11,315 $568K
Heritage Wealth Management, Inc. 0.18% Reduce -1.8% 10,950 $550K
MBM Wealth Consultants, LLC 0.17% Add +9.2% 10,695 $537K
Ontario Teachers Pension Plan Board 0.00% Reduce -48.4% 10,626 $534K
GraniteShares Advisors LLC 0.36% Add +7.6% 10,495 $527K
Agf Management Ltd. 0.00% New 10,310 $518K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.4% 10,208 $513K
Acorn Financial Advisory Services Inc. 0.09% Reduce -42.3% 10,185 $512K
Prudential PLC 0.00% Reduce -29.4% 10,111 $508K
Qsemble Capital Management, LP 0.09% Reduce -24.4% 10,050 $505K
Composition Wealth, LLC 0.01% Add +31.8% 10,023 $504K
Baader Bank Aktiengesellschaft 0.04% Add +0.1% 10,012 $503K
Beacon Pointe Advisors, LLC 0.01% Reduce -30.7% 9,867 $496K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -4.6% 9,711 $488K
Stephens Inc. 0.01% Add +1.6% 9,503 $477K
World Investment Advisors 0.01% New 9,485 $477K
Menard Financial Group LLC 0.31% Reduce -5.9% 9,289 $467K
CIBC Asset Management Inc 0.00% Add +3.5% 9,179 $461K
Sierra Summit Advisors LLC 0.11% Add +30.2% 9,160 $460K
APG Asset Management US Inc. 0.00% No change 9,340 $456K
GTS Securities LLC 0.01% New 9,054 $455K
Fifth Third Wealth Advisors LLC 0.03% Reduce -0.1% 9,005 $452K
Bristlecone Advisors, LLC 0.04% No change 9,000 $452K
Profund Advisors LLC 0.02% Add +0.5% 8,907 $447K
Interchange Capital Partners, LLC 0.16% Reduce -0.2% 8,878 $446K
Fort Sheridan Advisors LLC 0.07% No change 8,789 $442K
Unique Wealth Strategies, LLC 0.19% Add +4.0% 8,782 $441K
M&T Bank Corp 0.00% Reduce -4.8% 8,772 $440K
CHICAGO TRUST Co NA 0.08% No change 8,740 $439K
Atom Investors LP 0.04% Reduce -69.7% 8,552 $430K
Freestone Capital Holdings, LLC 0.01% Add +21.2% 8,384 $421K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +377.8% 8,381 $421K
Cwm, LLC 0.00% Add +1.6% 8,381 $421K
Avantax Advisory Services, Inc. 0.00% Add +42.5% 8,375 $421K
Gibbs Wealth Management 0.14% Add +63.2% 8,303 $417K
Ossiam 0.01% New 8,211 $413K
Truvestments Capital LLC 0.11% Reduce -19.5% 8,187 $411K
Clark Capital Management Group, Inc. 0.00% New 8,082 $406K
Portside Wealth Group, LLC 0.07% Reduce -0.7% 7,997 $402K
Oxford Asset Management LLP 0.34% New 7,896 $397K
NWF Advisory Services Inc. 0.06% No change 7,816 $393K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 7,808 $392K
B. Metzler seel. Sohn & Co. AG 0.00% No change 7,808 $392K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 7,700 $387K
Brookstone Capital Management 0.01% Reduce -15.3% 7,677 $386K
Stevard, LLC 1.54% No change 7,512 $377K
Atria Investments, Inc 0.00% Reduce -23.6% 7,506 $377K
HM Payson & Co. 0.01% No change 7,500 $377K
Mgo One Seven LLC 0.02% Reduce -7.1% 7,479 $376K
Waverly Advisors, LLC 0.01% Reduce -2.0% 7,471 $375K
Bank Pictet & Cie (Europe) AG 0.01% Add +3.6% 7,461 $375K
Bridgefront Capital, LLC 0.14% New 7,420 $373K
DekaBank Deutsche Girozentrale 0.00% Reduce -84.2% 7,522 $370K
Impact Partnership Wealth, LLC 0.08% New 7,264 $365K
UniSuper Management Pty Ltd 0.00% No change 7,200 $362K
Swiss Life Asset Management Ltd 0.00% Add +62.8% 7,165 $360K
Concurrent Investment Advisors, LLC 0.01% Add +3.9% 7,155 $359K
Rafferty Asset Management, LLC 0.00% Reduce -5.4% 7,124 $358K
Donoghue Forlines LLC 0.10% Reduce -76.8% 7,119 $358K
Sigma Planning Corp 0.01% Add +35.6% 7,031 $353K
Harbour Investments, Inc. 0.01% Reduce -0.5% 6,875 $345K
HB Wealth Management, LLC 0.00% Add +3.0% 6,808 $342K
O'shaughnessy Asset Management, LLC 0.00% Reduce -19.4% 6,190 $334K
Credit Agricole S A 0.00% Add +13.9% 6,637 $333K
Motley Fool Asset Management LLC 0.02% Add +1.1% 6,805 $332K
Park Avenue Securities LLC 0.00% Reduce -17.1% 6,518 $327K
Cornerstone Advisory, LLC 0.04% Reduce -5.0% 6,500 $327K
D.A. Davidson & Co. 0.00% No change 6,500 $327K
Legacy Wealth Asset Management, LLC 0.09% Add +5.0% 6,426 $323K
Vestcor Inc 0.01% No change 6,360 $320K
Corbyn Investment Management Inc. 0.14% No change 6,195 $311K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.4% 6,148 $309K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.4% 6,148 $309K
Alliance Wealth Advisors, LLC 0.08% Reduce -0.1% 6,124 $308K
Kestra Private Wealth Services, LLC 0.01% Reduce -6.1% 5,889 $306K
Blueshift Asset Management, LLC 0.08% New 6,057 $304K
Emerald Advisers, LLC 0.01% Add +39.2% 5,935 $298K
First Trust Direct Indexing L.P. 0.02% Reduce -10.7% 5,898 $296K
HighPoint Advisor Group LLC 0.02% Add +2.4% 5,728 $292K
Susquehanna Portfolio Strategies, LLC 0.02% No change 5,798 $291K
Baird Financial Group, Inc. 0.00% Reduce -19.6% 5,705 $287K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.9% 4,792 $285K
Peapack Gladstone Financial Corp. 0.00% No change 5,625 $283K
Kornitzer Capital Management Inc. 0.01% Reduce -35.7% 5,625 $283K
Bleakley Financial Group, LLC 0.01% Add +10.5% 5,588 $281K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +363.9% 5,553 $275K
Yarbrough Capital, LLC 0.01% New 5,346 $269K
Blue Trust, Inc. 0.00% Add +462.2% 4,166 $267K
Knollwood Investment Advisory, LLC 0.03% No change 5,300 $266K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -0.3% 5,185 $260K
LGT Fund Management Co Ltd. 0.03% New 5,201 $260K
Campbell & CO Investment Adviser LLC 0.02% New 5,119 $257K
Moody Aldrich Partners LLC 0.05% Reduce -0.1% 5,096 $256K
Parallax Volatility Advisers, L.P. 0.01% Reduce -60.7% 5,088 $256K
Hyperion Partners, LLC 0.16% No change 5,056 $254K
Prospera Financial Services Inc 0.01% Add +22.9% 4,960 $249K
Marshall Wace, LLP 0.00% New 4,836 $243K
Fifth Third Bancorp 0.00% Add +1.6% 4,835 $243K
Coldstream Capital Management Inc. 0.01% Add +16.9% 4,727 $237K
&partners 0.00% New 4,494 $236K
Banque Cantonale Vaudoise 0.01% Add +10.3% 4,637 $233K
Jefferies Financial Group Inc. 0.00% New 4,622 $232K
Capital World Investors 0.00% Reduce -6.1% 4,614 $232K
Wedbush Securities Inc. 0.01% Reduce -63.4% 4,606 $231K
Seeds Investor LLC 0.09% Add +8.5% 4,564 $229K
Ameritas Advisory Services, LLC 0.01% Add +35.0% 4,562 $229K
Heritage Financial Services, LLC 0.03% No change 4,522 $227K
Relyea Zuckerberg Hanson LLC 0.03% Reduce -0.0% 4,515 $227K
Kestra Investment Management, LLC 0.01% New 4,512 $227K
McGlone Suttner Wealth Management, Inc. 0.05% New 4,491 $226K
Steward Partners Investment Advisory, LLC 0.00% Add +1.9% 4,482 $225K
Perigon Wealth Management, LLC 0.01% Reduce -71.5% 4,463 $224K
Wallace Advisory Group, LLC 0.16% No change 3,452 $222K
GYL Financial Synergies, LLC 0.02% New 4,405 $221K
Canandaigua National Bank & Trust Co. 0.02% Reduce -17.0% 4,353 $219K
West Bancorporation Inc. 0.14% No change 4,299 $216K
AE Wealth Management LLC 0.00% Add +4.8% 4,250 $214K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.4% 4,221 $212K
Marathon Mission, Inc. 0.15% Reduce -7.3% 4,208 $211K
Forum Financial Management, LP 0.00% Add +0.1% 4,170 $210K
United Capital Financial Advisors, LLC 0.00% Reduce -5.7% 4,147 $208K
CIBC Private Wealth Group LLC 0.00% Add +59.1% 4,146 $208K
Accurate Wealth Management, LLC 0.04% Add +16.9% 3,891 $205K
Y-Intercept (Hong Kong) Ltd 0.01% New 4,048 $203K
Principal Securities, Inc. 0.00% Add +9.8% 4,040 $203K
Independent Advisor Alliance 0.01% Reduce -10.4% 4,031 $203K
Ostrum Asset Management 0.02% Add +1.2% 4,031 $203K
Los Angeles Capital Management LLC 0.00% Reduce -95.9% 4,027 $202K
Olympiad Research LP 0.13% New 4,018 $202K
Snowden Capital Advisors LLC 0.01% Add +4.3% 3,996 $201K
Tower Research Capital LLC (TRC) 0.01% Reduce -60.0% 3,972 $200K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +22.6% 3,721 $187K
Signaturefd, LLC 0.00% Reduce -10.2% 3,563 $179K
Castleark Management LLC 0.01% Reduce -77.1% 3,250 $163K
Quadrant Capital Group LLC 0.01% Reduce -11.0% 3,144 $158K
CENTRAL TRUST Co 0.00% Reduce -1.3% 3,132 $157K
Montanaro Asset Management Ltd 0.03% Add +64.9% 3,050 $153K
Harvest Fund Management Co., Ltd 0.01% Reduce -79.8% 2,967 $149K
Simplex Trading, LLC 0.01% New 2,955 $148K
Harbor Capital Advisors, Inc. 0.01% Reduce -5.6% 2,825 $142K
Concourse Financial Group Securities, Inc. 0.01% Add +17.3% 2,825 $142K
JFS Wealth Advisors, LLC 0.01% Add +4138.3% 2,543 $128K
Wilmington Savings Fund Society, FSB 0.00% New 2,367 $119K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +93.4% 2,300 $116K
International Assets Investment Management, LLC 0.01% Reduce -48.1% 2,155 $108K
1620 Investment Advisors, Inc. 0.08% Add +0.5% 2,102 $106K
GAMMA Investing LLC 0.01% Add +4.8% 2,078 $104K
Farther Finance Advisors, LLC 0.00% Add +30.8% 2,077 $104K
National Bank of Canada 0.00% Reduce -84.5% 1,503 $76K
UMB Bank, n.a. 0.00% Add +25.9% 1,485 $75K
Park Place Capital Corp 0.02% Add +403.1% 1,469 $74K
CI Investments Inc. 0.00% Add +27.6% 1,425 $72K
Spire Wealth Management 0.00% Add +6.9% 1,419 $71K
Future Financial Wealth Managment LLC 0.05% New 1,400 $70K
FIL Ltd 0.00% Reduce -98.8% 1,395 $70K
Global Retirement Partners, LLC 0.00% Reduce -38.4% 1,332 $67K
Jones Financial Companies LLLP 0.00% Add +791.2% 1,310 $65K
DecisionPoint Financial, LLC 0.02% No change 1,150 $58K
Nvwm, LLC 0.01% Add +23.3% 1,027 $52K
Raleigh Capital Management Inc. 0.02% Reduce -1.4% 1,017 $51K
nVerses Capital, LLC 0.02% New 1,000 $50K
Evermay Wealth Management LLC 0.01% No change 1,000 $50K
Summit Securities Group LLC 0.03% New 1,000 $50K
Covestor Ltd 0.03% Add +175.3% 991 $50K
Rise Advisors, LLC 0.02% No change 922 $46K
Silicon Valley Capital Partners 0.01% No change 897 $45K
GeoWealth Management, LLC 0.00% New 892 $45K
Lindbrook Capital, LLC 0.00% Add +4.7% 887 $45K
Venturi Wealth Management, LLC 0.00% Add +40.9% 754 $38K
Private Trust Co. NA 0.00% Add +0.9% 745 $37K
Huntington National Bank 0.00% Add +24.9% 743 $37K
Naples Money Management LLC 0.03% No change 707 $36K
Advisors Asset Management, Inc. 0.00% Reduce -24.5% 662 $33K
City State Bank 0.01% Add +18.2% 650 $33K
Larson Financial Group LLC 0.00% Add +49.1% 644 $32K
Allspring Global Investments Holdings, LLC 0.00% Reduce -52.6% 644 $32K
Leonteq Securities AG 0.00% Add +314.2% 613 $31K
Ascentis Wealth Management, LLC 0.01% — 609 $31K
IFP Advisors, Inc 0.00% Reduce -50.2% 553 $28K
Nisa Investment Advisors, LLC 0.00% Reduce -98.0% 541 $27K
Lanark Financial, Inc. 0.00% Add +12.2% 543 $27K
Allworth Financial LP 0.00% Add +5.8% 528 $27K
Ancora Advisors LLC 0.00% Add +16.9% 520 $26K
Ramirez Asset Management, Inc. 0.00% No change 500 $25K
Geneos Wealth Management Inc. 0.00% No change 500 $25K
Arax Advisory Partners 0.00% Add +34.6% 498 $25K
Quarry LP 0.01% Reduce -60.3% 486 $24K
Versant Capital Management, Inc 0.01% Reduce -48.0% 466 $23K
Hexagon Capital Partners LLC 0.00% Reduce -2.8% 455 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 380 $19K
Indiana Trust & Investment Management Co 0.01% No change 375 $19K
First Horizon Advisors, Inc. 0.00% Add +34.2% 373 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.3% 359 $18K
TrinityBridge Ltd 0.00% No change 350 $18K
CVA Family Office, LLC 0.00% Add +8.8% 347 $17K
Contravisory Investment Management, Inc. 0.00% New 344 $17K
Financial Avengers, Inc. 0.01% New 334 $17K
Lowe Wealth Advisors, LLC 0.01% No change 300 $15K
Armstrong Advisory Group, Inc. 0.00% No change 300 $15K
Quent Capital, LLC 0.00% Reduce -47.3% 292 $15K
Financial Network Wealth Advisors LLC 0.01% Add +46.4% 284 $14K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.0% 277 $14K
Smartleaf Asset Management LLC 0.00% Add +398.1% 264 $13K
Frazier Financial Advisors, LLC 0.01% New 242 $12K
REAP Financial Group, LLC 0.00% Add +4.0% 231 $12K
Bell Investment Advisors, Inc 0.00% Add +4.6% 229 $12K
Legacy Bridge, LLC 0.01% No change 225 $11K
Brooklyn Investment Group 0.00% New 218 $11K
PSI Advisors, LLC 0.00% No change 150 $8K
Sandy Spring Bank 0.00% No change 150 $8K
Abich Financial Wealth Management LLC 0.02% Add +186.0% 143 $7K
MCF Advisors LLC 0.00% No change 140 $7K
Private Wealth Management Group, LLC 0.00% Reduce -10.7% 133 $7K
Farmers & Merchants Investments Inc. 0.00% No change 120 $6K
Earned Wealth Advisors, LLC 0.00% New 112 $6K
Clear Investment Research, LLC 0.01% New 103 $5K
True Wealth Design, LLC 0.00% Add +910.0% 101 $5K
Aspect Partners, LLC 0.00% No change 100 $5K
New England Capital Financial Advisors LLC 0.00% No change 100 $5K
Uncommon Cents Investing LLC 0.00% New 100 $5K
Northwest Investment Counselors, LLC 0.00% New 100 $5K
Legacy Investment Solutions, LLC 0.00% — 100 $5K
Legacy Wealth Managment, LLC 0.00% — 100 $5K
Glen Eagle Advisors, LLC 0.00% No change 90 $5K
Sunbelt Securities, Inc. 0.00% No change 85 $4K
Cullen/Frost Bankers, Inc. 0.00% Reduce -58.7% 81 $4K
Avior Wealth Management, LLC 0.00% Add +60.0% 80 $4K
Performa Ltd (US), LLC 0.00% New 75 $4K
Missouri Trust & Investment Co 0.00% No change 75 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% New 75 $4K
Asset Dedication, LLC 0.00% No change 75 $4K
Hemington Wealth Management 0.00% New 75 $3K
Itau Unibanco Holding S.A. 0.00% New 57 $3K
Clearstead Advisors, LLC 0.00% No change 55 $3K
Hobbs Group Advisors, LLC 0.00% No change 52 $3K
ORG Partners LLC 0.00% Reduce -90.7% 50 $3K
LGT Financial Advisors LLC 0.01% No change 48 $2K
Jaffetilchin Investment Partners, LLC 0.00% New 48 $2K
Mather Group, Llc. 0.00% Reduce -7.7% 48 $2K
Cherry Tree Wealth Management, LLC 0.00% New 43 $2K
Anchor Investment Management, LLC 0.00% No change 40 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -24.6% 43 $2K
Parkside Financial Bank & Trust 0.00% Reduce -45.5% 36 $2K
Dagco, Inc. 0.00% Reduce -40.0% 30 $2K
Rakuten Securities, Inc. 0.00% Reduce -95.9% 29 $1K
Carmichael Hill & Associates, Inc. 0.00% New 25 $1K
NFSG Corp 0.00% Reduce -47.6% 22 $1K
AdvisorNet Financial, Inc 0.00% No change 20 $1K
Avion Wealth 0.00% Add +133.3% 35 $1K
Financial Management Professionals, Inc. 0.00% Add +23.1% 16 $1K
Lazard Asset Management LLC 0.00% Reduce -99.7% 39 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +11.8% 19 $955
SJS Investment Consulting Inc. 0.00% Add +7.7% 14 $704
Assetmark, Inc. 0.00% New 12 $603
Sachetta, LLC 0.00% Reduce -35.3% 11 $553
American Capital Advisory, LLC 0.00% No change 10 $503
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $502
Country Trust Bank 0.00% No change 9 $452
First Pacific Financial 0.00% Reduce -12.5% 7 $352
Claris Advisors, LLC / Mo / 0.00% New 4 $201
Pineridge Advisors LLC 0.00% No change 4 $201

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