Everpure Inc. Class AP

13F holders, Q1 2025 (March 31)
649holders −14
74new positions
91sold out
6famous investors
$44.24avg. 13F price*

At the end of Q1 2025, 649 institutions reported holding Everpure Inc. Class A (P) in their 13F filings, down 14 from Q4 2024. 74 opened new positions and 91 sold out. The largest holders were FMR LLC ($2.2B), BlackRock, Inc. ($1.6B) and Vanguard Group Inc. ($1.5B). 6 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions74$172.5M
Exits91$66.6M

All 13F filers, Q4 2024 → Q1 2025: 18,125,801 shares bought and 14,556,961 shares sold, net +3,568,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 649 holders

FMR LLC 0.14% Reduce -0.4% 48,935,535 $2.2B
BlackRock, Inc. 0.03% Reduce -7.3% 35,454,191 $1.6B
Vanguard Group Inc. 0.03% Reduce -1.4% 32,959,268 $1.5B
State Street Corp. 0.02% Add +1.7% 10,951,391 $484.8M
T. Rowe Price Investment Management, Inc. 0.27% Add +25.9% 9,075,944 $401.8M
Geode Capital Management, LLC 0.02% Add +6.0% 7,150,376 $316.0M
Champlain Investment Partners, LLC 1.87% Reduce -1.7% 5,819,386 $257.6M
Disciplined Growth Investors Inc. 5.03% Reduce -2.6% 5,485,149 $242.8M
Morgan Stanley 0.02% Add +46.9% 5,110,249 $226.2M
Artisan Partners Limited Partnership 0.30% Add +21.2% 4,161,724 $184.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.48% Reduce -0.9% 4,029,793 $178.4M
Amundi 0.06% Reduce -7.1% 4,310,630 $176.1M
Renaissance Technologies 0.25% Add +3.1% 3,767,912 $166.8M
Blair William & Co. 0.47% Add +2.8% 3,541,445 $156.8M
First Trust Advisors LP 0.14% Add +10.1% 3,433,399 $152.0M
Bank of New York Mellon Corp 0.03% Reduce -2.9% 3,405,034 $150.7M
Norges Bank 0.02% Reduce -3.6% 3,401,564 $150.6M
Northern Trust Corp. 0.02% Add +0.8% 2,911,591 $128.9M
Invesco Ltd. 0.02% Reduce -32.4% 2,813,598 $124.6M
Polar Capital Holdings Plc 0.70% Add +23.1% 2,590,259 $114.7M
Franklin Resources Inc. 0.03% Reduce -0.1% 2,563,562 $113.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +1.9% 2,537,264 $112.3M
Legal & General Group Plc 0.03% Add +18.5% 2,449,046 $108.4M
William Blair Investment Management, LLC 0.29% Reduce -8.3% 2,314,536 $102.5M
Citadel Advisors 0.10% Add +59.0% 2,312,324 $102.4M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +3.0% 2,010,210 $89.0M
Congress Asset Management Co. 0.54% Reduce -15.9% 1,644,902 $72.8M
UBS Group AG 0.02% Add +7.1% 1,564,439 $69.3M
Westfield Capital Management Co. LP 0.34% Reduce -10.1% 1,557,874 $69.0M
Charles Schwab Investment Management Inc. 0.01% Add +6.2% 1,461,500 $64.7M
JPMorgan Chase & Co. 0.00% Reduce -26.2% 1,443,349 $63.9M
Amova Asset Management Americas, Inc. 0.77% Add +5.8% 1,340,846 $59.4M
Royal Bank of Canada 0.01% Add +9.4% 1,224,109 $54.2M
T. Rowe Price Associates Inc. 0.01% Reduce -27.2% 1,172,776 $51.9M
Dimensional Fund Advisors LP 0.01% Reduce -1.6% 1,149,648 $50.9M
Stephens Investment Management Group LLC 0.73% Add +1.1% 1,142,697 $50.6M
Goldman Sachs Group Inc. 0.01% Add +109.7% 1,137,939 $50.4M
Mariner, LLC 0.08% Add +3514.4% 1,130,628 $50.1M
Raymond James Financial Inc. 0.02% Reduce -2.3% 1,129,350 $50.0M
Bank of America Corp. 0.00% Reduce -36.2% 987,812 $43.7M
Rhumbline Advisers 0.04% Reduce -0.2% 907,862 $40.2M
Bowen Hanes & Co. Inc. 1.11% No change 900,000 $39.8M
Woodline Partners LP 0.25% New 880,707 $39.0M
Freestone Grove Partners LP 0.40% New 876,338 $38.8M
Swiss National Bank 0.03% Reduce -0.6% 874,100 $38.7M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Reduce -8.8% 873,267 $38.7M
American Century Companies Inc. 0.02% Reduce -3.7% 860,163 $38.1M
Sei Investments Co. 0.05% Add +65.1% 815,000 $36.1M
Frontier Capital Management Co. LLC 0.39% Add +23.2% 813,464 $36.0M
Ameriprise Financial Inc. 0.01% Reduce -3.9% 809,120 $35.7M
Wells Fargo & Company 0.01% Add +9.9% 794,457 $35.2M
Principal Financial Group Inc. 0.02% Add +7.2% 773,893 $34.3M
AQR Capital Management 0.03% Add +86.3% 749,999 $33.1M
TD Asset Management Inc 0.03% Add +28.4% 732,462 $32.4M
Nuveen, LLC 0.01% — 732,088 $32.4M
Neuberger Berman Group LLC 0.03% Reduce -0.1% 687,936 $30.5M
Raiffeisen Bank International AG 0.48% Add +21.0% 656,935 $30.2M
Millennium Management 0.03% Add +61.8% 657,544 $29.1M
Davidson Kempner Capital Management LP 0.54% Add +4142.0% 632,858 $28.0M
Deutsche Bank AG 0.01% Add +0.3% 607,469 $26.9M
Allspring Global Investments Holdings, LLC 0.04% New 538,934 $24.5M
Pembroke Management, LTD 3.52% Add +12.7% 545,332 $24.1M
Alliancebernstein L.P. 0.01% Reduce -1.3% 521,164 $23.1M
California State Teachers Retirement System 0.03% Add +1.5% 488,690 $21.6M
Clearbridge Investments, LLC 0.02% Add +12.1% 486,989 $21.6M
Comerica Bank 0.09% Add +11.0% 484,720 $21.5M
Schroder Investment Management Group 0.02% Reduce -43.7% 412,296 $19.0M
UNICOM Systems, Inc. 3.72% Add +44.7% 412,467 $18.3M
Twin Tree Management, LP 0.39% Add +185.0% 402,287 $17.8M
Voya Investment Management LLC 0.02% Add +13.6% 390,806 $17.3M
Zacks Investment Management 0.16% Add +2.9% 386,591 $17.1M
California Public Employees Retirement System 0.01% Reduce -21.6% 378,964 $16.8M
Retirement Systems of Alabama 0.07% Reduce -0.3% 377,217 $16.7M
Worldquant Millennium Advisors LLC 0.10% Reduce -11.8% 376,251 $16.7M
Summit Creek Advisors LLC 2.41% Reduce -0.1% 372,948 $16.5M
Corebridge Financial, Inc. 0.09% Reduce -2.8% 345,255 $15.3M
Cresset Asset Management, LLC 0.07% Add +0.6% 321,111 $14.2M
Jane Street Group, LLC 0.03% Add +1344.9% 318,456 $14.1M
CANADA LIFE ASSURANCE Co 0.02% Reduce -2.1% 305,513 $13.5M
New York State Teachers Retirement System 0.03% No change 304,871 $13.5M
ARK Investment Management 0.13% Add +49.8% 299,787 $13.3M
Erste Asset Management GmbH 0.16% Reduce -9.1% 287,500 $12.8M
State Board of Administration of Florida Retirement System 0.02% Add +0.1% 283,935 $12.6M
Robeco Institutional Asset Management B.V. 0.02% Reduce -1.1% 277,323 $12.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +13.4% 275,796 $12.2M
Thornburg Investment Management Inc. 0.16% Reduce -7.4% 265,061 $11.7M
Victory Capital Management Inc. 0.01% Reduce -13.0% 247,649 $11.0M
Granahan Investment Management, LLC 0.54% Add +46.7% 246,302 $10.9M
Squarepoint Ops LLC 0.03% New 241,208 $10.7M
STRS Ohio 0.04% Add +22.5% 231,880 $10.3M
Aberdeen Group plc 0.02% Add +160.6% 230,470 $10.2M
Barclays PLC 0.00% Reduce -53.6% 228,626 $10.1M
Envestnet Asset Management Inc. 0.00% Reduce -14.6% 225,530 $10.0M
Sara-Bay Financial 4.35% Add +0.4% 214,619 $9.9M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -15.2% 219,280 $9.7M
Twenty Acre Capital LP 7.84% No change 156,428 $9.6M
Aviva PLC 0.02% Add +15.9% 216,435 $9.6M
Sycomore Asset Management 1.35% No change 187,874 $9.5M
Russell Investments Group, Ltd. 0.01% Add +33.9% 212,813 $9.4M
CW Advisors, LLC 0.11% Reduce -14.1% 208,461 $9.2M
Korea Investment CORP 0.02% Reduce -36.4% 200,142 $8.9M
Clearstead Advisors, LLC 0.14% Add +72311.3% 199,131 $8.8M
Migdal Insurance & Financial Holdings Ltd. 0.12% Reduce -45.9% 197,500 $8.7M
S&co Inc. 0.57% No change 190,420 $8.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.6% 189,351 $8.4M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 183,698 $8.1M
Glenmede Trust Co. NA 0.04% Reduce -27.7% 182,687 $8.1M
Pinebridge Investments, L.P. 0.06% Reduce -20.0% 180,395 $8.0M
Ensign Peak Advisors, Inc 0.02% Add +17.1% 178,081 $7.9M
Hantz Financial Services, Inc. 0.14% Reduce -4.5% 177,741 $7.9M
Abacus FCF Advisors LLC 1.22% Add +170.7% 175,422 $7.8M
State of Wisconsin Investment Board 0.02% Reduce -0.6% 173,463 $7.7M
Banque Pictet & Cie SA 0.08% Add +6.9% 170,890 $7.6M
Peregrine Capital Management LLC 0.24% Add +3.5% 164,595 $7.3M
Brown Advisory Inc. 0.01% Reduce -4.4% 162,853 $7.2M
New York State Common Retirement Fund 0.01% Add +2.2% 162,454 $7.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -4.5% 160,034 $7.1M
Mutual of America Capital Management LLC 0.08% Reduce -3.0% 159,513 $7.1M
Royal London Asset Management Ltd. 0.02% Add +7.8% 153,611 $6.8M
Verition Fund Management LLC 0.04% Add +169.4% 152,064 $6.7M
BNP Paribas Financial Markets 0.01% Reduce -5.9% 148,425 $6.6M
Amalgamated Bank 0.06% Reduce -2.9% 147,125 $6.5M
HSBC Holdings PLC 0.00% Reduce -37.8% 141,952 $6.3M
Treasurer of the State of North Carolina 0.02% Reduce -1.0% 140,463 $6.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +0.7% 138,589 $6.1M
Whittier Trust Co. 0.08% Add +3.2% 136,879 $6.1M
Forsta Ap-Fonden 0.04% Reduce -1.3% 132,700 $5.9M
Danske Bank A/S 0.02% Reduce -12.6% 127,700 $5.7M
Y-Intercept (Hong Kong) Ltd 0.38% New 127,687 $5.7M
Capital Impact Advisors, LLC 2.15% — 126,871 $5.6M
Citigroup Inc. 0.00% Reduce -10.8% 123,987 $5.5M
State of Tennessee, Department of Treasury 0.02% No change 123,933 $5.5M
US Bancorp \de 0.01% Reduce -4.7% 123,321 $5.5M
Asset Management One Co., Ltd. 0.02% Add +4.0% 121,895 $5.4M
Harel Insurance Investments & Financial Services Ltd. 0.07% Reduce -13.4% 121,328 $5.4M
Bailard, Inc. 0.14% Reduce -7.4% 120,497 $5.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +72.7% 120,363 $5.3M
Quantinno Capital Management LP 0.03% Add +82.2% 119,894 $5.3M
LPL Financial LLC 0.00% Add +22.6% 118,368 $5.2M
Pictet Asset Management Holding SA 0.01% Add +0.3% 116,435 $5.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +2.5% 113,979 $5.0M
Fred Alger Management, LLC 0.03% New 113,826 $5.0M
OV Management LLC 2.30% Add +19.7% 111,047 $4.9M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.4% 111,020 $4.9M
Left Brain Wealth Management, LLC 2.14% Reduce -2.8% 110,823 $4.9M
Walleye Capital LLC 0.06% Add +299.2% 109,558 $4.9M
Trexquant Investment LP 0.06% New 108,677 $4.8M
Yousif Capital Management, LLC 0.06% Reduce -2.3% 107,499 $4.8M
Two Sigma Advisers, LP 0.01% Reduce -29.0% 107,100 $4.7M
Bokf, NA 0.08% Reduce -24.1% 105,454 $4.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -8.4% 104,971 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +0.4% 103,773 $4.6M
Stifel Financial Corp. 0.00% Reduce -5.7% 103,749 $4.6M
Macquarie Group Ltd. 0.01% Add +78.7% 102,974 $4.6M
Natixis Advisors, LLC 0.01% Reduce -7.6% 102,408 $4.5M
Abn Amro Investment Solutions 0.09% Add +65.0% 100,880 $4.5M
KLP Kapitalforvaltning As 0.02% Add +0.1% 100,100 $4.4M
Capital Fund Management S.A. 0.06% Reduce -67.3% 99,170 $4.4M
Bank of Montreal 0.00% Reduce -0.4% 98,886 $4.4M
LGT Group Foundation 0.06% Add +0.1% 95,017 $4.2M
Public Employees Retirement System of Ohio 0.02% Reduce -10.3% 94,985 $4.2M
Resona Asset Management Co.,Ltd. 0.02% Add +7.5% 92,592 $4.1M
Nomura Asset Management Co. Ltd. 0.01% Add +9.5% 92,610 $4.1M
Shell Asset Management Co. 0.19% Add +69.9% 92,049 $4.1M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.18% Reduce -38.3% 91,616 $4.1M
Handelsbanken Fonder AB 0.02% Add +9.1% 91,153 $4.0M
Liontrust Investment Partners LLP 0.06% Add +0.9% 90,864 $4.0M
Teachers Retirement System of the State of Kentucky 0.04% No change 90,560 $4.0M
Arizona State Retirement System 0.03% Reduce -0.9% 89,626 $4.0M
Louisiana State Employees Retirement System 0.08% Add +0.5% 86,800 $3.8M
Jasper Ridge Partners, L.P. 0.12% No change 85,086 $3.8M
Illinois Municipal Retirement Fund 0.05% Reduce -13.1% 84,087 $3.7M
Bullseye Asset Management LLC 1.99% No change 83,113 $3.7M
DAVENPORT & Co LLC 0.02% Add +0.2% 82,359 $3.6M
Cetera Investment Advisers 0.01% Add +12.1% 82,146 $3.6M
Federated Hermes, Inc. 0.01% Add +18.6% 80,900 $3.6M
Prudential Financial Inc. 0.01% Reduce -10.4% 80,253 $3.6M
Townsquare Capital LLC 0.04% Reduce -2.4% 78,513 $3.5M
Xponance LLC 0.03% Reduce -1.7% 78,398 $3.5M
Lord, Abbett & Co. LLC 0.01% Reduce -84.8% 75,563 $3.3M
SG Americas Securities, LLC 0.01% Add +3506.5% 75,268 $3.3M
State of Michigan Retirement System 0.02% Add +0.7% 74,200 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.8% 74,085 $3.3M
Exchange Traded Concepts, LLC 0.06% Add +38.6% 73,004 $3.2M
Man Group plc 0.01% Reduce -53.7% 72,759 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -0.8% 72,665 $3.2M
Whittier Trust Co. of Nevada Inc. 0.08% Add +3.4% 72,073 $3.2M
Caisse de depot et placement du Quebec 0.01% New 71,857 $3.2M
Stanley-Laman Group, Ltd. 0.48% Add +0.9% 70,570 $3.1M
Twinbeech Capital LP 0.06% New 69,765 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.4% 68,910 $3.1M
Ardsley Advisory Partners LP 0.70% Add +51.1% 68,000 $3.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -10.1% 63,900 $2.8M
Cherry Creek Investment Advisors, Inc. 1.47% Reduce -5.3% 63,697 $2.8M
180 Wealth Advisors, LLC 0.45% Reduce -1.8% 63,352 $2.8M
Globeflex Capital L P 0.26% No change 63,318 $2.8M
New Age Alpha Advisors, LLC 0.13% Reduce -6.5% 63,094 $2.8M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.7% 62,913 $2.8M
New Mexico Educational Retirement Board 0.10% No change 62,800 $2.8M
Shufro Rose & Co. LLC 0.22% Add +3.6% 62,700 $2.8M
Janney Montgomery Scott LLC 0.01% Reduce -3.3% 62,538 $2.8M
Ameritas Investment Partners, Inc. 0.09% Reduce -2.2% 60,979 $2.7M
Cannell & Spears LLC 0.06% Reduce 0.0% 59,634 $2.6M
XTX Topco Ltd 0.13% New 59,543 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -0.6% 59,261 $2.6M
Cary Street Partners Financial LLC 0.08% Reduce -0.3% 59,260 $2.6M
IFM Investors Pty Ltd 0.03% Reduce -1.8% 59,247 $2.6M
Baird Financial Group, Inc. 0.01% Reduce -88.7% 58,717 $2.6M
Cache Advisors, LLC 0.97% Add +59.2% 56,836 $2.5M
Arcadia Investment Management Corp. 0.44% Add +1.6% 55,160 $2.4M
Assenagon Asset Management S.A. 0.00% Reduce -53.6% 54,992 $2.4M
Rwa Wealth Partners, LLC 0.03% No change 54,034 $2.4M
Bessemer Group Inc. 0.00% Reduce -38.5% 54,021 $2.4M
Sterling Capital Management LLC 0.04% Reduce -28.2% 54,018 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +4.5% 53,945 $2.4M
Walleye Trading LLC 0.07% New 53,112 $2.4M
DNB Asset Management AS 0.01% Add +2.6% 52,942 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +60.1% 52,642 $2.3M
Jain Global LLC 0.05% New 52,359 $2.3M
Allianz Asset Management GmbH 0.00% Reduce -76.2% 52,308 $2.3M
OP Asset Management Ltd 0.04% — 51,429 $2.3M
Utah Retirement Systems 0.03% No change 50,789 $2.2M
Osaic Holdings, Inc. 0.01% Add +38.4% 50,693 $2.2M
IMA Advisory Services, Inc. 0.26% Add +2.5% 50,276 $2.2M
Graphene Investments SAS 1.61% Add +11.4% 49,700 $2.2M
Generali Asset Management SPA SGR 0.05% New 48,958 $2.2M
Alight Capital Management LP 1.10% Add +57.7% 47,300 $2.1M
Toronto Dominion Bank 0.01% Add +14.5% 46,607 $2.1M
Oak Thistle LLC 0.41% Add +136.3% 45,996 $2.0M
Richard Bernstein Advisors LLC 0.05% Reduce -3.4% 45,793 $2.0M
National Pension Service 0.00% Reduce -92.3% 45,559 $2.0M
Teacher Retirement System of Texas 0.01% New 45,323 $2.0M
Elo Mutual Pension Insurance Co 0.04% Add +55.0% 44,586 $2.0M
Captrust Financial Advisors 0.00% Reduce -35.4% 44,385 $2.0M
South Dakota Investment Council 0.04% Reduce -6.4% 44,082 $2.0M
Tidal Investments LLC 0.02% Reduce -28.2% 43,719 $1.9M
Pathstone Holdings, LLC 0.01% Add +131.2% 43,620 $1.9M
Two Sigma Investments, LP 0.00% Reduce -11.1% 43,309 $1.9M
Diversified Trust Co. 0.05% Reduce -6.7% 42,966 $1.9M
KBC Group NV 0.01% Add +6.5% 42,097 $1.9M
Swedbank AB 0.00% Reduce -6.6% 41,983 $1.9M
Taylor Frigon Capital Management LLC 1.10% Reduce -2.2% 41,817 $1.9M
Glassy Mountain Advisors, Inc. 0.65% New 41,738 $1.8M
Strengthening Families & Communities, LLC 1.13% New 41,695 $1.8M
Janus Henderson Group PLC 0.00% Reduce -8.3% 39,922 $1.8M
Creative Planning 0.00% Add +17.5% 40,887 $1.8M
Mission Wealth Management, LP 0.04% New 40,418 $1.8M
Regions Financial Corp. 0.01% Add +0.1% 40,222 $1.8M
Inspire Investing, LLC 0.21% New 39,657 $1.8M
Mackenzie Financial Corp. 0.00% Reduce -69.8% 39,636 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 39,472 $1.7M
D. E. Shaw & Co. 0.00% Reduce -74.4% 39,208 $1.7M
Ontario Teachers Pension Plan Board 0.03% Add +96.3% 39,134 $1.7M
Engineers Gate Manager LP 0.03% New 38,504 $1.7M
Leibman Financial Services, Inc. 1.32% Reduce -5.0% 38,410 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +0.7% 37,866 $1.7M
Keybank National Association 0.01% Reduce -2.2% 37,721 $1.7M
Jump Financial, LLC 0.03% New 37,429 $1.7M
State of Alaska, Department of Revenue 0.02% Add +2.3% 36,295 $1.6M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -56.1% 36,009 $1.6M
OMERS ADMINISTRATION Corp 0.01% Add +46.6% 35,624 $1.6M
TT International Asset Management LTD 0.23% Reduce -20.4% 35,338 $1.6M
Fox Run Management, L.L.C. 0.24% New 35,253 $1.6M
Sheaff Brock Investment Advisors, LLC 0.14% Reduce -0.3% 35,093 $1.6M
J. Safra Sarasin Holding AG 0.03% Reduce -31.6% 34,701 $1.5M
JB Capital LLC 0.08% Add +18.4% 34,003 $1.5M
WoodTrust Financial Corp 0.21% Add +2.1% 33,695 $1.5M
EFG Asset Management (North America) Corp. 0.24% Reduce -4.2% 33,230 $1.5M
Bank Pictet & Cie (Europe) AG 0.03% Add +257.2% 32,870 $1.5M
Coastal Bridge Advisors, LLC 0.20% Add +0.2% 31,848 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 31,832 $1.4M
Radnor Capital Management, LLC 0.23% No change 30,590 $1.4M
HighTower Advisors, LLC 0.00% Add +1.0% 30,427 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +10.1% 30,063 $1.3M
Citizens Financial Group Inc. 0.03% Add +0.9% 29,481 $1.3M
Union Bancaire Privee, UBP SA 0.03% Add +35.6% 26,678 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.4% 29,150 $1.3M
Hennion & Walsh Asset Management, Inc. 0.06% Add +19.1% 28,695 $1.3M
Swiss Life Asset Management Ltd 0.01% Add +36.8% 28,455 $1.3M
Kestra Advisory Services, LLC 0.01% Add +29.8% 28,427 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +1.6% 27,341 $1.2M
Andra AP-fonden 0.02% New 27,177 $1.2M
Paradigm Capital Management Inc. 0.07% No change 27,000 $1.2M
EFG Asset Management (Americas) Corp. 0.24% Reduce -11.1% 26,947 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +77.7% 26,920 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.5% 25,313 $1.1M
Daiwa Securities Group Inc. 0.00% Reduce -61.6% 24,800 $1.1M
Hancock Whitney Corp. 0.03% Add +3.9% 24,189 $1.1M
Securian Asset Management, Inc. 0.03% No change 23,534 $1.0M
Ashford Capital Management Inc. 0.13% New 23,506 $1.0M
Summit X, LLC 0.22% New 23,507 $1.0M
Equitable Trust Co. 0.06% Add +38.2% 22,998 $1.0M
Nordea Investment Management AB 0.00% Add +0.4% 23,126 $1.0M
Linden Thomas Advisory Services, LLC 0.13% Add +6.5% 22,833 $1.0M
Quantessence Capital LLC 0.25% New 22,825 $1.0M
&partners 0.01% Reduce -14.4% 22,002 $1.0M
Corient Private Wealth LP 0.00% Reduce -0.1% 22,316 $988K
Crossmark Global Holdings, Inc. 0.02% Add +0.5% 21,671 $959K
Freemont Management S.A. 0.37% Reduce -8.9% 21,400 $947K
United Services Automobile Association 0.03% No change 20,142 $927K
NewEdge Advisors, LLC 0.01% Reduce -16.0% 20,873 $924K
Private Advisor Group, LLC 0.01% Add +76.8% 20,597 $912K
Intech Investment Management LLC 0.01% Add +84.7% 20,594 $912K
Retireful, LLC 0.86% Reduce -17.5% 19,669 $905K
Pure Financial Advisors, LLC 0.02% Reduce -13.3% 20,365 $902K
Truist Financial Corp. 0.00% Add +42.9% 20,055 $888K
Needham Investment Management LLC 0.08% New 20,000 $885K
Cibc World Market Inc. 0.00% Add +2.3% 19,882 $880K
Advisors Asset Management, Inc. 0.02% Add +514.2% 19,845 $879K
Cerity Partners LLC 0.00% Add +53.1% 19,741 $874K
Vident Advisory, LLC 0.01% Reduce -52.2% 19,380 $858K
Storebrand Asset Management As 0.00% Reduce -13.0% 18,821 $833K
Tower Research Capital LLC (TRC) 0.02% Add +9.2% 18,683 $827K
Mediolanum International Funds Ltd 0.01% Reduce -35.5% 17,594 $809K
Prelude Capital Management, LLC 0.08% Reduce -41.2% 18,114 $802K
Achmea Investment Management B.V. 0.01% Reduce -43.9% 18,017 $797K
Sanctuary Advisors, LLC 0.01% Add +16.9% 17,877 $791K
World Investment Advisors 0.02% Add +85.3% 17,855 $790K
Bordeaux Wealth Advisors LLC 0.15% New 17,779 $787K
BOK Financial Private Wealth, Inc. 0.06% Add +13.7% 17,671 $782K
Dynamic Technology Lab Private Ltd 0.11% New 17,602 $779K
Ethic Inc. 0.02% Add +9.3% 17,112 $777K
Gulf International Bank (UK) Ltd 0.03% Reduce -38.7% 17,541 $776K
MML Investors Services, LLC 0.00% Reduce -0.3% 17,494 $774K
Group One Trading LLC 0.03% Reduce -78.2% 17,284 $765K
1834 Investment Advisors Co. 0.10% Reduce -25.3% 17,000 $753K
Versor Investments LP 0.12% New 16,900 $748K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Add +78.4% 16,518 $731K
Wellington Management Group LLP 0.00% Reduce -89.1% 16,480 $730K
Norden Group LLC 0.08% Reduce -3.4% 16,439 $728K
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 16,127 $714K
Boothbay Fund Management, LLC 0.03% Add +141.4% 15,785 $699K
Baader Bank Aktiengesellschaft 0.07% Add +59.8% 15,977 $698K
Allstate Corp. 0.02% Add +75.7% 15,623 $692K
Segment Wealth Management, LLC 0.05% No change 15,486 $686K
QRG Capital Management, Inc. 0.01% Add +11.5% 15,118 $669K
Susquehanna International Group, LLP 0.00% Add +30.9% 14,971 $663K
Shaker Investments LLC 0.32% New 14,901 $660K
Atria Wealth Solutions, Inc. 0.01% Reduce -14.6% 14,832 $657K
Two Sigma Securities, LLC 0.10% New 14,693 $650K
Capital World Investors 0.00% Add +324.5% 14,649 $649K
ProShare Advisors LLC 0.00% Reduce -9.0% 14,466 $640K
Daiichi Life Insurance Co., Ltd. 0.02% No change 14,402 $638K
Maryland State Retirement & Pension System 0.02% Reduce -15.6% 14,347 $635K
Cibc World Markets Corp. 0.00% Add +0.1% 14,102 $624K
United Asset Strategies, Inc. 0.06% New 14,091 $624K
Guggenheim Capital LLC 0.01% Add +28.8% 14,056 $622K
Dark Forest Capital Management LP 0.03% Add +156.6% 13,877 $614K
Gateway Investment Advisers LLC 0.01% Reduce -72.1% 13,771 $610K
Gibbs Wealth Management 0.15% Add +16.0% 13,723 $608K
Outfitters Financial LLC 0.52% Reduce -2.5% 13,110 $580K
Trail Ridge Investment Advisors, LLC 0.30% Add +7.9% 12,945 $573K
Menard Financial Group LLC 0.37% Add +9.3% 11,925 $567K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.6% 12,511 $554K
Green Alpha Advisors, LLC 0.59% Reduce -0.5% 12,491 $553K
Freestone Capital Holdings, LLC 0.02% Add +32.7% 12,455 $551K
Corbyn Investment Management Inc. 0.26% Add +99.6% 12,364 $547K
Advisory Services Network, LLC 0.01% Reduce -14.8% 12,288 $544K
Integrated Wealth Concepts LLC 0.01% New 12,223 $541K
Emerald Advisers, LLC 0.02% Add +27.6% 12,195 $540K
Bank of Nova Scotia 0.00% Reduce -11.9% 12,128 $537K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -78.7% 12,068 $534K
MAI Capital Management 0.00% Add +6.7% 11,791 $522K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -2.5% 11,667 $516K
Mercer Global Advisors Inc. 0.00% Reduce -2.7% 11,404 $505K
MBM Wealth Consultants, LLC 0.15% Add +2.3% 11,372 $503K
Elevation Point Wealth Partners, LLC 0.04% Reduce -16.3% 11,368 $503K
Shelton Capital Management 0.01% Reduce -3.8% 11,328 $501K
Freedom Investment Management, Inc. 0.04% Add +34.6% 11,116 $492K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -67.4% 10,900 $483K
Pinnacle Wealth Management, LLC 0.54% New 10,815 $479K
Ascent Group, LLC 0.02% Add +107.1% 10,465 $463K
Integrity Wealth Solutions LLC 0.25% Add +2.3% 10,361 $459K
Sargent Investment Group, LLC 0.07% Add +17.9% 10,334 $457K
Prospera Financial Services Inc 0.01% Add +111.9% 10,290 $455K
Fayez Sarofim & Co 0.00% No change 10,000 $443K
Heritage Wealth Management, Inc. 0.15% Reduce -8.9% 9,975 $442K
CIBC Asset Management Inc 0.00% Add +2.7% 9,944 $440K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.1% 9,914 $439K
Parallel Advisors, LLC 0.01% Reduce -26.2% 9,792 $434K
AE Wealth Management LLC 0.00% Add +63.8% 9,779 $433K
Acorn Financial Advisory Services Inc. 0.08% Add +0.3% 9,727 $431K
Polen Capital Management LLC 0.00% Reduce -9.8% 9,597 $425K
APG Asset Management US Inc. 0.00% No change 9,340 $424K
Thompson Investment Management, Inc. 0.06% Reduce -9.5% 9,515 $421K
Vinva Investment Management Ltd 0.02% Reduce -35.5% 9,087 $418K
Plato Investment Management Ltd 0.04% No change 9,304 $416K
Cooper Capital Advisors LLC 0.44% No change 9,376 $415K
HB Wealth Management, LLC 0.00% Add +4.8% 9,249 $409K
Avantax Advisory Services, Inc. 0.00% Add +8.4% 9,187 $407K
APG Asset Management N.V. 0.00% Reduce -31.0% 9,843 $403K
Praxis Investment Management Inc. 0.03% No change 9,020 $399K
Bristlecone Advisors, LLC 0.03% No change 9,000 $398K
Fifth Third Wealth Advisors LLC 0.02% Add +0.3% 8,983 $398K
Interchange Capital Partners, LLC 0.11% Add +0.9% 8,948 $396K
Rakuten Investment Management, Inc. 0.00% — 8,552 $393K
Stephens Inc. 0.01% Reduce -11.0% 8,822 $391K
Independent Advisor Alliance 0.01% Add +65.3% 8,803 $390K
Investment Management Corp of Ontario 0.01% Reduce -69.4% 8,800 $390K
Fort Sheridan Advisors LLC 0.06% Add +0.0% 8,792 $389K
Federation des caisses Desjardins du Quebec 0.00% Add +15.7% 8,788 $389K
Centiva Capital, LP 0.02% New 8,778 $389K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +129.1% 8,742 $387K
Motley Fool Asset Management LLC 0.02% Add +14.0% 8,679 $384K
Ieq Capital, LLC 0.00% No change 8,655 $383K
Truvestments Capital LLC 0.08% Reduce -0.6% 8,389 $371K
Cwm, LLC 0.00% Add +26.7% 8,309 $368K
Portside Wealth Group, LLC 0.06% Reduce -8.3% 8,183 $362K
Clark Capital Management Group, Inc. 0.00% No change 8,082 $358K
Prime Capital Investment Advisors, LLC 0.00% Add +51.0% 7,883 $349K
Polymer Capital Management (US) LLC 0.11% New 7,875 $349K
NWF Advisory Services Inc. 0.05% No change 7,816 $346K
B. Metzler seel. Sohn & Co. AG 0.00% No change 7,808 $346K
GraniteShares Advisors LLC 0.22% Reduce -5.9% 7,795 $345K
CHICAGO TRUST Co NA 0.06% Add +0.1% 7,704 $341K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 7,700 $341K
Prosperity Wealth Management, Inc. 0.16% Reduce -1.6% 7,670 $340K
DekaBank Deutsche Girozentrale 0.00% No change 7,522 $337K
Pacer Advisors, Inc. 0.00% Reduce -88.1% 7,597 $336K
Profund Advisors LLC 0.01% Reduce -1.8% 7,575 $335K
Park Avenue Securities LLC 0.00% Reduce -5.5% 7,547 $334K
HM Payson & Co. 0.01% No change 7,500 $332K
Concurrent Investment Advisors, LLC 0.01% Add +6.2% 7,394 $327K
Oppenheimer & Co. Inc. 0.00% Add +8.4% 7,327 $324K
Sigma Planning Corp 0.01% Add +3.8% 7,158 $317K
Harbour Investments, Inc. 0.01% Add +0.2% 7,156 $317K
IFP Advisors, Inc 0.01% Add +950.2% 7,110 $315K
Waverly Advisors, LLC 0.00% Add +3.5% 7,067 $313K
Kestra Private Wealth Services, LLC 0.01% Add +9.6% 7,042 $312K
First Commonwealth Financial Corp 0.07% Reduce -57.1% 7,000 $310K
D.A. Davidson & Co. 0.00% Add +7.7% 7,000 $310K
Atria Investments, Inc 0.00% Reduce -12.2% 6,987 $309K
Cornerstone Advisory, LLC 0.04% No change 6,500 $309K
Avanza Fonder AB 0.01% Reduce -2.0% 6,704 $308K
Mgo One Seven LLC 0.01% Reduce -27.9% 6,862 $304K
M&T Bank Corp 0.00% Reduce -26.6% 6,796 $301K
Veracity Capital LLC 0.12% Reduce -1.2% 6,784 $300K
Steward Partners Investment Advisory, LLC 0.00% Add +23.6% 6,689 $296K
Sierra Summit Advisors LLC 0.06% Reduce -21.3% 6,667 $295K
Ossiam 0.00% Reduce -26.6% 6,646 $294K
Castleark Management LLC 0.01% Add +12.8% 6,620 $293K
Marex Group Ltd 0.01% New 6,521 $289K
ASR Vermogensbeheer N.V. 0.00% — 6,489 $287K
Banque Cantonale Vaudoise 0.01% — 6,421 $284K
Intrust Bank NA 0.03% New 6,415 $284K
Vestcor Inc 0.01% Add +0.4% 6,375 $282K
Credit Agricole S A 0.00% Reduce -31.6% 6,327 $280K
Ameritas Advisory Services, LLC 0.01% No change 4,612 $278K
Krane Funds Advisors LLC 0.01% Add +16.6% 6,152 $272K
HighPoint Advisor Group LLC 0.02% Reduce -0.7% 5,844 $266K
Merit Financial Group, LLC 0.00% Add +17.4% 6,007 $266K
UniSuper Management Pty Ltd 0.00% No change 6,000 $266K
O'shaughnessy Asset Management, LLC 0.00% Add +5.0% 5,997 $265K
J.W. Cole Advisors, Inc. 0.01% New 5,936 $263K
Bayforest Capital Ltd 0.11% New 5,821 $258K
Peapack Gladstone Financial Corp. 0.00% No change 5,775 $256K
Inceptionr LLC 0.08% Reduce -42.1% 5,755 $255K
Quadrant Capital Group LLC 0.01% Add +79.5% 5,719 $253K
Legacy Wealth Asset Management, LLC 0.07% Reduce -2.3% 5,657 $250K
Triad Wealth Partners, LLC 0.08% New 5,648 $250K
Accurate Wealth Management, LLC 0.05% Add +30.5% 6,078 $250K
Ground Swell Capital, LLC 0.57% New 5,470 $242K
Metis Global Partners, LLC 0.01% Add +30.1% 5,465 $242K
Prudential PLC 0.00% No change 5,465 $242K
Catalyst Funds Management Pty Ltd 0.06% New 5,460 $242K
Alliance Wealth Advisors, LLC 0.06% Reduce -7.6% 5,446 $241K
Lighthouse Financial LLC 0.21% Add +3.9% 5,400 $239K
Yarbrough Capital, LLC 0.01% No change 5,346 $237K
Mutual Advisors, LLC 0.01% Add +5.1% 5,173 $236K
Fifth Third Bancorp 0.00% Add +11.3% 5,339 $236K
Rafferty Asset Management, LLC 0.00% Reduce -25.3% 5,313 $235K
Knollwood Investment Advisory, LLC 0.03% No change 5,300 $235K
Perigon Wealth Management, LLC 0.01% Reduce -11.1% 5,264 $233K
Virtu Financial LLC 0.01% New 5,234 $232K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.6% 5,212 $231K
Orion Portfolio Solutions, LLC 0.00% Reduce -6.6% 5,212 $231K
LGT Fund Management Co Ltd. 0.02% No change 5,201 $230K
Acadian Asset Management LLC 0.00% Reduce -99.1% 5,163 $227K
GAMMA Investing LLC 0.02% Add +59.4% 5,118 $227K
Avior Wealth Management, LLC 0.01% Reduce -4.4% 4,999 $221K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -4.7% 4,949 $219K
Cordatus Wealth Management LLC 0.06% New 4,879 $216K
Portfolio Design Labs, LLC 0.04% Reduce -4.2% 4,868 $216K
SeaCrest Wealth Management, LLC 0.02% Add +2.1% 4,840 $214K
McGlone Suttner Wealth Management, Inc. 0.04% New 4,818 $213K
CreativeOne Wealth, LLC 0.01% Reduce -2.4% 4,815 $213K
Empowered Funds, LLC 0.00% Add +4.2% 4,790 $212K
Moody National Bank Trust Division 0.02% Add +2.8% 4,775 $211K
CIBC Private Wealth Group LLC 0.00% Add +15.0% 5,402 $209K
Coldstream Capital Management Inc. 0.00% Reduce -7.4% 4,640 $205K
Quarry LP 0.05% Add +91.6% 4,540 $201K
Heritage Financial Services, LLC 0.02% No change 4,522 $200K
Signaturefd, LLC 0.00% Add +25.3% 4,017 $178K
Ostrum Asset Management 0.01% Reduce -2.6% 3,772 $167K
Siemens Fonds Invest GmbH 0.01% Add +7.4% 3,554 $157K
UMB Bank, n.a. 0.00% Add +41.1% 3,545 $157K
CENTRAL TRUST Co 0.00% No change 3,132 $139K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.06% Add +39.0% 3,130 $139K
Principal Securities, Inc. 0.00% No change 2,175 $134K
Headlands Technologies LLC 0.01% New 2,923 $129K
Jones Financial Companies LLLP 0.00% Add +63.4% 2,739 $126K
SBI Securities Co., Ltd. 0.00% Reduce -6.0% 2,812 $124K
Farther Finance Advisors, LLC 0.00% Add +32.7% 2,634 $120K
Leonteq Securities AG 0.01% Add +142.4% 2,599 $116K
Montanaro Asset Management Ltd 0.03% Reduce -29.9% 2,570 $114K
Archer Investment Corp 0.03% New 2,450 $108K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.5% 2,309 $102K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,300 $102K
1248 Management, LLC 0.04% New 1,892 $84K
CI Investments Inc. 0.00% Reduce -13.1% 1,811 $80K
Avalon Trust Co 0.01% No change 1,725 $76K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 1,650 $73K
National Bank of Canada 0.00% Reduce -1.1% 1,581 $70K
Penserra Capital Management LLC 0.00% Add +4.8% 1,490 $65K
Tobam 0.03% Reduce -93.0% 1,441 $64K
Spire Wealth Management 0.00% Add +0.4% 1,425 $63K
Future Financial Wealth Managment LLC 0.05% No change 1,400 $62K
FIL Ltd 0.00% Add +2.3% 1,382 $61K
Lindbrook Capital, LLC 0.01% Add +136.1% 1,329 $59K
AlphaQuest LLC 0.01% Add +25.8% 1,323 $59K
Wayfinding Financial, LLC 0.03% New 1,327 $58K
Blue Trust, Inc. 0.00% Add +4.2% 1,275 $56K
Park Place Capital Corp 0.01% Reduce -13.7% 1,220 $54K
Brooklyn Investment Group 0.01% Add +292.4% 1,185 $52K
NFSG Corp 0.01% No change 1,167 $52K
Lanark Financial, Inc. 0.00% — 1,168 $51K
DecisionPoint Financial, LLC 0.01% No change 1,150 $51K
Versant Capital Management, Inc 0.01% Add +467.7% 1,107 $49K
Compass Financial Services Inc 0.02% Add +120.9% 1,027 $45K
Evermay Wealth Management LLC 0.01% No change 1,000 $44K
Caitong International Asset Management Co., Ltd 0.03% Reduce -52.6% 997 $44K
Raleigh Capital Management Inc. 0.02% Reduce -2.1% 983 $44K
Nisa Investment Advisors, LLC 0.00% Add +35.6% 910 $40K
EverSource Wealth Advisors, LLC 0.00% Add +24.4% 887 $39K
TruNorth Capital Management, LLC 0.01% New 858 $38K
Huntington National Bank 0.00% Reduce -36.2% 835 $37K
FNY Investment Advisers, LLC 0.02% Add +5233.3% 800 $35K
Allworth Financial LP 0.00% Add +24.3% 747 $34K
Berbice Capital Management LLC 0.03% Add +17.3% 707 $31K
Arax Advisory Partners 0.00% Add +502.7% 663 $29K
Private Trust Co. NA 0.00% Add +9.2% 653 $29K
City State Bank 0.01% No change 650 $29K
MassMutual Private Wealth & Trust, FSB 0.00% Add +55.9% 650 $29K
Silicon Valley Capital Partners 0.00% Reduce -31.8% 612 $28K
Rise Advisors, LLC 0.01% Reduce -34.4% 605 $27K
Smartleaf Asset Management LLC 0.00% Reduce -25.1% 554 $25K
Wolff Wiese Magana LLC 0.02% Reduce -96.1% 572 $25K
Geneos Wealth Management Inc. 0.00% Add +6.9% 556 $25K
First Horizon Advisors, Inc. 0.00% Add +28.2% 554 $25K
Crowley Wealth Management, Inc. 0.02% No change 500 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +31.6% 500 $22K
Ramirez Asset Management, Inc. 0.00% No change 500 $22K
Covestor Ltd 0.01% Reduce -59.7% 501 $22K
CVA Family Office, LLC 0.00% Add +31.9% 484 $21K
Picton Mahoney Asset Management 0.00% Reduce -23.5% 484 $21K
Hexagon Capital Partners LLC 0.00% Reduce -3.5% 444 $20K
Armstrong Advisory Group, Inc. 0.00% No change 300 $18K
REAP Financial Group, LLC 0.00% Add +80.6% 410 $18K
Indiana Trust & Investment Management Co 0.01% No change 375 $17K
CoreCap Advisors, LLC 0.00% Add +6.9% 370 $16K
TrinityBridge Ltd 0.00% No change 350 $15K
Winnacle Wealth LLC 0.01% Reduce -0.3% 315 $14K
SVB Wealth LLC 0.00% New 302 $13K
Lowe Wealth Advisors, LLC 0.01% No change 300 $13K
Hazlett, Burt & Watson, Inc. 0.01% New 300 $13K
Quent Capital, LLC 0.00% No change 292 $13K
Hurley Capital, LLC 0.01% No change 274 $12K
Rakuten Securities, Inc. 0.01% Reduce -4.5% 252 $11K
Bell Investment Advisors, Inc 0.00% No change 237 $10K
Legacy Bridge, LLC 0.01% No change 225 $10K
Cullen/Frost Bankers, Inc. 0.00% Add +211.1% 224 $10K
Farmers & Merchants Investments Inc. 0.00% Add +85.8% 223 $10K
Larson Financial Group LLC 0.00% Reduce -33.9% 216 $10K
Centricity Wealth Management, LLC 0.01% No change 200 $9K
VSM Wealth Advisory, LLC 0.00% New 200 $9K
Brown, Lisle/Cummings, Inc. 0.00% New 200 $9K
City Holding Co. 0.00% New 191 $8K
Financial Network Wealth Advisors LLC 0.01% New 187 $8K
Private Wealth Management Group, LLC 0.00% Reduce -11.6% 176 $8K
Sandy Spring Bank 0.00% Add +16.7% 175 $8K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.4% 152 $7K
Frazier Financial Advisors, LLC 0.01% Reduce -25.0% 150 $7K
Performa Ltd (US), LLC 0.00% Add +100.0% 150 $7K
PSI Advisors, LLC 0.00% No change 150 $7K
Compass Wealth Management LLC 0.00% New 140 $6K
MCF Advisors LLC 0.00% No change 140 $6K
Aviso Financial Inc. 0.00% No change 130 $6K
Garde Capital, Inc. 0.00% New 126 $6K
Albion Financial Group 0.00% No change 125 $6K
Saudi Central Bank 0.03% New 122 $5K
Sierra Ocean, LLC 0.00% Add +248.5% 115 $5K
Clear Investment Research, LLC 0.01% Add +8.7% 112 $5K
True Wealth Design, LLC 0.00% Add +1.9% 109 $5K
TD Waterhouse Canada Inc. 0.00% New 105 $5K
Parkside Financial Bank & Trust 0.00% Add +197.2% 107 $5K
SouthState Bank Corp 0.00% New 103 $5K
AdvisorNet Financial, Inc 0.00% Add +1033.3% 102 $5K
Legacy Wealth Managment, LLC 0.00% No change 100 $4K
Tower View Wealth Management LLC 0.00% No change 100 $4K
Aspect Partners, LLC 0.00% Reduce -35.5% 100 $4K
New England Capital Financial Advisors LLC 0.00% No change 100 $4K
Webster Bank, N. A. 0.00% No change 100 $4K
Pittenger & Anderson Inc. 0.00% New 100 $4K
Ancora Advisors LLC 0.00% Reduce -66.7% 100 $4K
Canada Pension Plan Investment Board 0.00% Reduce -91.7% 100 $4K
Cary Street Partners Investment Advisory LLC 0.00% Add +4850.0% 99 $4K
High Note Wealth, LLC 0.00% Reduce -1.1% 94 $4K
Glen Eagle Advisors, LLC 0.00% No change 90 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -95.9% 86 $4K
Sunbelt Securities, Inc. 0.00% No change 85 $4K
Inlight Wealth Management, LLC 0.00% New 82 $4K
NewSquare Capital LLC 0.00% Add +1042.9% 80 $4K
Creative Financial Designs Inc. 0.00% New 76 $3K
Asset Dedication, LLC 0.00% No change 75 $3K
Missouri Trust & Investment Co 0.00% No change 75 $3K
Hemington Wealth Management 0.00% Reduce -29.5% 86 $3K
Continuum Advisory, LLC 0.00% Add +32.0% 66 $3K
Brown Brothers Harriman & Co. 0.00% No change 64 $3K
Ascentis Wealth Management, LLC 0.00% Reduce -91.5% 50 $2K
Kestra Investment Management, LLC 0.00% Reduce -99.3% 49 $2K
Hughes Financial Services, LLC 0.00% New 45 $2K
Capital Advisors, Ltd. LLC 0.00% No change 43 $2K
Anchor Investment Management, LLC 0.00% No change 40 $2K
Montag A & Associates Inc. 0.00% New 40 $2K
Bare Financial Services, Inc 0.00% New 37 $2K
Dagco, Inc. 0.00% New 30 $1K
Cornerstone Planning Group LLC 0.00% New 30 $1K
Assetmark, Inc. 0.00% Reduce -26.3% 28 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.5% 23 $1K
Avion Wealth 0.00% No change 28 $1K
BankPlus Trust Department 0.00% No change 21 $930
HHM Wealth Advisors, LLC 0.00% No change 17 $753
Cromwell Holdings LLC 0.00% New 16 $708
Clearstead Trust, LLC 0.00% New 15 $665
Sachetta, LLC 0.00% No change 11 $487
SJS Investment Consulting Inc. 0.00% Reduce -31.3% 11 $487
WealthTrak Capital Management LLC 0.00% Add +100.0% 10 $443
North Capital, Inc. 0.00% — 10 $443
Berkshire Capital Holdings Inc. 0.00% No change 10 $443
American Capital Advisory, LLC 0.00% No change 10 $443
Private Wealth Asset Management, LLC 0.00% — 10 $443
Global Financial Private Client, LLC 0.00% Add +80.0% 9 $398
Bay Harbor Wealth Management, LLC 0.00% New 6 $265
Parkworth Wealth Management, Inc. 0.00% No change 4 $177
Rothschild Investment LLC 0.00% Add +33.3% 4 $177
Principia Wealth Advisory, LLC 0.00% Reduce -90.9% 1 $45
HFM Investment Advisors, LLC 0.00% — 1 $45
Comprehensive Financial Planning, Inc. 0.00% No change 1 $44
Ogorek Anthony Joseph /NY/ 0.00% New 12 $0

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