PaccarPCAR

13F holders, Q3 2024 (September 30)
960holders −61
56new positions
121sold out
11famous investors
$98.71avg. 13F price*

At the end of Q3 2024, 960 institutions reported holding Paccar Inc. (PCAR) in their 13F filings, down 61 from Q2 2024. 56 opened new positions and 121 sold out. The largest holders were Vanguard Group Inc. ($6.1B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.2B). 11 famous investors held it, including Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Paccar Inc.
Sector
Industrials
CUSIP
693718108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions56$391.5M
Exits121$203.3M

All 13F filers, Q2 2024 → Q3 2024: 27,814,281 shares bought and 24,008,918 shares sold, net +3,805,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 960 holders

Vanguard Group Inc. 0.11% Add +0.3% 62,069,988 $6.1B
BlackRock, Inc. 0.07% — 35,806,017 $3.5B
State Street Corp. 0.09% Reduce -0.6% 22,211,761 $2.2B
Bank of America Corp. 0.12% Add +14.6% 13,733,440 $1.4B
Wellington Management Group LLP 0.23% Add +53.3% 13,434,115 $1.3B
Geode Capital Management, LLC 0.09% Reduce -4.9% 11,879,651 $1.2B
Massachusetts Financial Services Co. 0.30% Add +47.8% 10,194,903 $1.0B
FMR LLC 0.05% Reduce -31.8% 8,624,495 $851.1M
Northern Trust Corp. 0.11% Reduce -3.7% 6,636,391 $654.9M
Morgan Stanley 0.05% Reduce -1.0% 6,584,694 $649.8M
Capital International Investors 0.11% Add +35.2% 6,012,194 $593.3M
Dimensional Fund Advisors LP 0.14% Add +5.1% 5,693,567 $561.8M
Norges Bank 0.07% Reduce -5.8% 5,351,005 $528.0M
Fisher Asset Management 0.21% Add +1.8% 5,180,925 $511.3M
Invesco Ltd. 0.09% Add +8.3% 4,835,529 $477.2M
Goldman Sachs Group Inc. 0.09% Add +22.9% 4,727,300 $466.5M
US Bancorp \de 0.46% Reduce -0.0% 3,626,605 $357.9M
JPMorgan Chase & Co. 0.03% Add +49.5% 3,515,184 $346.9M
Legal & General Group Plc 0.09% Add +1.7% 3,506,936 $346.1M
Bank of New York Mellon Corp 0.06% Reduce -2.1% 3,444,507 $339.9M
Principal Financial Group Inc. 0.18% Add +5.5% 3,398,193 $335.3M
Alliancebernstein L.P. 0.10% Reduce -21.4% 3,137,046 $309.6M
First Trust Advisors LP 0.29% Reduce -25.8% 3,116,885 $307.6M
Charles Schwab Investment Management Inc. 0.06% Add +1.6% 3,052,899 $301.3M
TD Asset Management Inc 0.22% Add +1.4% 2,516,926 $247.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -5.0% 2,490,375 $245.8M
Capital Research Global Investors 0.05% New 2,477,279 $244.5M
Corient Private Wealth LP 0.37% Add +1.5% 2,380,851 $234.9M
Madison Asset Management, LLC 2.58% Add +3.5% 2,325,256 $229.5M
Clarius Group, LLC 16.00% Add +0.0% 2,311,974 $228.1M
Amundi 0.08% Reduce -12.3% 2,127,401 $218.7M
Hotchkis & Wiley Capital Management LLC 0.71% Add +15.2% 2,168,225 $214.0M
Deutsche Bank AG 0.08% Add +0.6% 2,074,584 $204.7M
Dorsey & Whitney Trust CO LLC 9.13% Add +11692.8% 1,739,084 $171.6M
HSBC Holdings PLC 0.11% Reduce -23.9% 1,728,020 $170.4M
Royal Bank of Canada 0.04% Reduce -33.6% 1,685,919 $166.4M
National Pension Service 0.16% Add +4.3% 1,639,539 $161.8M
Nordea Investment Management AB 0.18% Add +49.9% 1,567,091 $154.2M
Swiss National Bank 0.10% Add +0.3% 1,555,625 $153.5M
Epoch Investment Partners, Inc. 0.68% Add +7.5% 1,549,717 $152.9M
UBS Group AG 0.04% Reduce -19.5% 1,512,556 $149.3M
Allianz Asset Management GmbH 0.22% Reduce -25.9% 1,427,669 $140.9M
AQR Capital Management 0.18% Reduce -48.3% 1,368,368 $133.3M
Wells Fargo & Company 0.03% Reduce -8.8% 1,333,576 $131.6M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +1.6% 1,304,807 $128.8M
Barclays PLC 0.05% Reduce -30.4% 1,255,654 $123.9M
NorthCoast Asset Management LLC 0.78% Add +14.7% 1,139,131 $111.4M
Caisse de depot et placement du Quebec 0.22% Reduce -8.6% 1,122,840 $110.8M
California Public Employees Retirement System 0.08% Add +5.0% 1,108,380 $109.4M
Millennium Management 0.10% Add +22.1% 1,084,670 $107.0M
Victory Capital Management Inc. 0.10% Reduce -7.0% 1,079,966 $106.6M
Nuveen Asset Management, LLC 0.03% Reduce -4.0% 1,076,663 $106.2M
Healthcare of Ontario Pension Plan Trust Fund 0.26% Add +115.7% 1,074,653 $106.0M
Rhumbline Advisers 0.09% Add +0.4% 1,038,262 $102.5M
Baird Financial Group, Inc. 0.20% Reduce -0.6% 1,031,784 $101.8M
Gates Foundation Trust 0.22% New 1,000,000 $98.7M
Ameriprise Financial Inc. 0.03% Reduce -0.6% 998,042 $98.5M
D. E. Shaw & Co. 0.14% Add +969.6% 964,174 $95.1M
Royal London Asset Management Ltd. 0.22% Add +1.3% 910,237 $89.8M
AXA S.A. 0.26% Reduce -9.6% 888,502 $87.7M
Natixis Advisors, LLC 0.17% Add +23.3% 863,184 $85.2M
California State Teachers Retirement System 0.10% Reduce -0.7% 837,079 $82.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +10.6% 820,733 $81.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +12.5% 797,521 $78.7M
T. Rowe Price Associates Inc. 0.01% Reduce -0.4% 783,187 $77.3M
Washington Trust Bank 7.20% Add +0.0% 762,253 $75.2M
Qube Research & Technologies Ltd 0.14% Add +107.0% 747,846 $73.8M
New York State Common Retirement Fund 0.10% Reduce -14.5% 742,769 $73.3M
Citigroup Inc. 0.06% Reduce -13.9% 689,099 $68.0M
BNP Paribas Financial Markets 0.07% Reduce -20.7% 681,355 $67.2M
Evergreen Capital Management LLC 2.25% Add +0.0% 679,413 $67.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.07% Add +130.5% 669,058 $66.0M
Erste Asset Management GmbH 0.76% Add +8.7% 642,207 $63.2M
J. Safra Sarasin Holding AG 1.07% Reduce -3.9% 626,093 $61.8M
Envestnet Asset Management Inc. 0.02% Add +4.7% 608,214 $60.0M
LSV Asset Management 0.13% Reduce -16.5% 592,700 $58.5M
Allspring Global Investments Holdings, LLC 0.09% Reduce -25.4% 587,243 $57.9M
LGT Capital Partners LTD. 1.97% Add +32.0% 574,965 $56.7M
Schroder Investment Management Group 0.06% Reduce -13.8% 572,875 $56.2M
Bank of Montreal 0.03% Reduce -1.8% 566,833 $55.6M
ProShare Advisors LLC 0.14% Add +4.1% 563,577 $55.6M
American Century Companies Inc. 0.03% Reduce -1.3% 545,154 $53.8M
DekaBank Deutsche Girozentrale 0.10% Add +1.1% 547,111 $53.5M
State Board of Administration of Florida Retirement System 0.10% Reduce -4.9% 521,503 $51.5M
Robeco Institutional Asset Management B.V. 0.10% Reduce -62.9% 514,039 $50.7M
Storebrand Asset Management As 0.15% Reduce -0.7% 495,370 $48.9M
Distillate Capital Partners LLC 2.26% Add +144.1% 457,910 $45.2M
CANADA LIFE ASSURANCE Co 0.07% Add +1.0% 425,069 $42.0M
New York State Teachers Retirement System 0.09% Reduce -1.4% 424,678 $41.9M
Twinbeech Capital LP 0.78% Add +9265.2% 415,534 $41.0M
Russell Investments Group, Ltd. 0.06% Add +6.4% 408,969 $40.3M
McDaniel Terry & Co. 3.19% Add +0.7% 385,745 $38.1M
Wealth Enhancement Advisory Services, LLC 0.08% Add +11.1% 385,473 $38.0M
Canada Pension Plan Investment Board 0.04% Add +1.4% 380,935 $37.6M
GMO 0.12% Add +16.8% 380,201 $37.5M
Optimist Retirement Group LLC 16.85% Reduce -0.0% 378,319 $37.3M
Brandywine Global Investment Management, LLC 0.25% Add +11.4% 344,562 $37.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Reduce -1.1% 375,285 $37.0M
PNC Financial Services Group, Inc. 0.02% Add +1.1% 371,719 $36.7M
QRG Capital Management, Inc. 0.39% Add +8.5% 366,880 $36.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -0.5% 359,621 $35.5M
Prudential Financial Inc. 0.05% Reduce -3.0% 352,632 $34.8M
First Washington CORP 13.80% No change 352,089 $34.7M
Gabelli Funds LLC 0.25% Add +1.5% 351,200 $34.7M
State of Wisconsin Investment Board 0.09% Reduce -2.6% 348,592 $34.4M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -31.6% 344,098 $34.0M
National Bank of Canada 0.04% Add +58.9% 339,850 $33.5M
Assetmark, Inc. 0.10% Add +1.9% 338,568 $33.4M
Teacher Retirement System of Texas 0.16% Add +18.7% 337,981 $33.4M
Swedbank AB 0.04% No change 331,326 $32.7M
Pinebridge Investments, L.P. 0.24% Add +40.1% 326,379 $32.2M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -36.0% 321,046 $31.7M
Danske Bank A/S 0.10% Reduce -37.0% 317,972 $31.4M
Citadel Advisors 0.03% Add +57.6% 316,216 $31.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -4.9% 304,134 $30.0M
Treasurer of the State of North Carolina 0.12% Add +1.1% 299,297 $29.5M
Tocqueville Asset Management L.P. 0.45% Reduce -8.1% 291,910 $28.8M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.8% 282,928 $27.9M
Public Employees Retirement System of Ohio 0.12% Add +2.6% 278,304 $27.5M
Mercer Global Advisors Inc. 0.06% Add +13.2% 276,965 $27.2M
Vest Financial, LLC 0.52% Add +31.7% 272,721 $26.9M
Pictet Asset Management Holding SA 0.03% Add +2.8% 272,638 $26.9M
Parcion Private Wealth LLC 2.18% Reduce -0.4% 266,105 $26.3M
Cwm, LLC 0.11% Reduce -3.1% 262,366 $25.9M
Aberdeen Group plc 0.04% Add +7.4% 247,516 $24.3M
KBC Group NV 0.07% Add +50.4% 241,097 $23.8M
Toronto Dominion Bank 0.04% Reduce -9.4% 236,379 $23.3M
HighTower Advisors, LLC 0.03% Add +9.7% 232,398 $23.0M
Korea Investment CORP 0.05% Reduce -42.2% 225,325 $22.2M
Moran Wealth Management, LLC 0.67% Reduce -25.2% 220,702 $21.8M
Nisa Investment Advisors, LLC 0.12% Add +1.4% 213,294 $21.0M
Stifel Financial Corp. 0.02% Add +6.4% 211,861 $20.9M
Franklin Resources Inc. 0.01% Reduce -42.2% 191,400 $20.7M
Asset Management One Co., Ltd. 0.07% Reduce -2.0% 203,400 $20.1M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -2.9% 202,919 $20.0M
ExodusPoint Capital Management, LP 0.20% Add +764.0% 200,833 $19.8M
LPL Financial LLC 0.01% Reduce -17.0% 200,262 $19.8M
Raymond James & Associates 0.01% Add +15.3% 195,504 $19.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -5.3% 194,512 $19.2M
State of New Jersey Common Pension Fund D 0.08% No change 192,885 $19.0M
Mengis Capital Management, Inc. 3.73% Add +2.9% 191,157 $18.9M
DNB Asset Management AS 0.09% Add +2.1% 190,719 $18.8M
Aviva PLC 0.05% Add +2.2% 190,290 $18.8M
Empowered Funds, LLC 0.29% Reduce -3.8% 186,505 $18.4M
Forsta Ap-Fonden 0.14% Add +11.7% 184,500 $18.2M
Andra AP-fonden 0.26% Add +20.9% 182,050 $18.0M
Engineers Gate Manager LP 0.35% Add +114.5% 181,248 $17.9M
Varma Mutual Pension Insurance Co 0.14% Add +11.9% 169,383 $17.7M
Nomura Asset Management Co. Ltd. 0.05% Add +8.5% 175,826 $17.4M
Heritage Investors Management Corp. 0.56% Reduce -0.3% 171,589 $16.9M
Guggenheim Capital LLC 0.12% Reduce -7.5% 170,732 $16.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +0.2% 165,510 $16.2M
D.A. Davidson & Co. 0.13% Add +0.4% 163,742 $16.2M
Corebridge Financial, Inc. 0.09% Reduce -3.0% 163,015 $16.1M
Rafferty Asset Management, LLC 0.06% Add +0.1% 162,614 $16.0M
Capital Fund Management S.A. 0.18% Reduce -24.2% 162,612 $16.0M
CIBC Asset Management Inc 0.05% Add +5.8% 162,583 $16.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -1.3% 161,421 $15.9M
Badgley Phelps Wealth Managers, LLC 0.36% Reduce -1.0% 159,022 $15.7M
State of Michigan Retirement System 0.08% Reduce -0.5% 157,966 $15.6M
Comerica Bank 0.06% Reduce -1.7% 157,430 $15.5M
Norris Perne & French LLP 1.06% Add +64.8% 156,499 $15.4M
Calamos Advisors LLC 0.11% Reduce -2.4% 155,727 $15.4M
Granite Investment Partners, LLC 0.65% Add +7.4% 153,975 $15.2M
Arizona State Retirement System 0.09% Reduce -1.1% 150,237 $14.8M
Renaissance Technologies 0.02% Reduce -82.7% 148,616 $14.7M
Manning & Napier Advisors LLC 0.16% Add +0.2% 148,356 $14.6M
Jane Street Group, LLC 0.02% Reduce -80.9% 144,741 $14.3M
Swiss Life Asset Management Ltd 0.16% Reduce -11.1% 144,204 $14.2M
STRS Ohio 0.05% Reduce -5.9% 143,481 $14.2M
Bogart Wealth, LLC 0.65% Add +21.7% 140,098 $13.8M
Peak Asset Management, LLC 2.58% Add +0.9% 138,976 $13.7M
Texas Yale Capital Corp. 0.59% Add +0.4% 138,078 $13.6M
MetLife Investment Management, LLC 0.08% Reduce -2.5% 136,135 $13.4M
Macquarie Group Ltd. 0.01% Add +6.6% 134,179 $13.2M
Achmea Investment Management B.V. 0.22% Reduce -32.8% 132,695 $13.1M
Thrivent Financial for Lutherans 0.02% Reduce -14.7% 128,826 $12.7M
Ethic Inc. 0.32% Reduce -4.7% 102,474 $12.7M
Mediolanum International Funds Ltd 0.17% Add +157.8% 127,280 $12.5M
Sei Investments Co. 0.02% Add +22.9% 121,846 $12.0M
Globeflex Capital L P 1.13% Reduce -5.7% 119,066 $11.7M
FIFTHDELTA Ltd 3.88% New 117,800 $11.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% — 117,461 $11.6M
Assenagon Asset Management S.A. 0.02% Reduce -10.1% 117,260 $11.6M
Illinois Municipal Retirement Fund 0.16% Add +6.4% 116,538 $11.5M
Paradiem, LLC 2.67% Add +27.0% 114,753 $11.3M
Nissay Asset Management Corp. /Japan 0.07% Add +8.7% 114,696 $11.3M
Retirement Systems of Alabama 0.04% Reduce -1.0% 114,464 $11.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -0.9% 114,118 $11.3M
Amalgamated Bank 0.09% Add +6.8% 112,447 $11.1M
Voya Investment Management LLC 0.01% Reduce -34.9% 111,594 $11.0M
Quantinno Capital Management LP 0.14% Add +65.0% 109,301 $10.8M
Czech National Bank 0.11% Add +6.9% 106,789 $10.5M
Vontobel Holding Ltd. 0.03% Add +9.7% 106,789 $10.5M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Reduce -75.0% 104,806 $10.3M
State of Alaska, Department of Revenue 0.11% Reduce -14.2% 104,291 $10.3M
IFM Investors Pty Ltd 0.10% Reduce -0.8% 103,899 $10.3M
Glenmede Trust Co. NA 0.05% Reduce -30.1% 103,820 $10.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -2.4% 102,447 $10.1M
PGGM Investments 0.13% Reduce -2.4% 101,923 $10.1M
SG Americas Securities, LLC 0.04% Reduce -26.1% 101,233 $10.0M
Bristlecone Advisors, LLC 0.80% Reduce -0.7% 101,023 $10.0M
Van Eck Associates Corp. 0.01% Add +11.0% 94,494 $9.8M
Flputnam Investment Management Co. 0.18% Add +2.1% 99,238 $9.8M
Daiwa Securities Group Inc. 0.05% Add +11.9% 99,145 $9.8M
APG Asset Management N.V. 0.06% Reduce -83.2% 108,085 $9.6M
State of Tennessee, Department of Treasury 0.03% Reduce -41.9% 95,971 $9.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.51% Add +23.8% 95,397 $9.4M
Twin Tree Management, LP 0.21% Add +330.0% 91,030 $9.0M
Handelsbanken Fonder AB 0.04% No change 89,568 $8.8M
Brighton Jones LLC 0.33% Add +0.7% 88,711 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -12.9% 87,462 $8.6M
Ensign Peak Advisors, Inc 0.02% Reduce -16.7% 87,221 $8.6M
Alaska Permanent Fund Corp 0.13% No change 86,699 $8.6M
Utah Retirement Systems 0.09% Add +0.3% 85,029 $8.4M
Cibc World Markets Corp. 0.06% Reduce -21.6% 82,638 $8.2M
Foster & Motley Inc. 0.51% Reduce -5.9% 81,901 $8.1M
Cresset Asset Management, LLC 0.03% Add +12.3% 81,329 $8.0M
Sirios Capital Management L P 1.41% Reduce -29.7% 80,999 $8.0M
USS Investment Management Ltd 0.06% Add +91.3% 80,226 $7.9M
Oppenheimer Asset Management Inc. 0.09% Add +1.6% 79,485 $7.8M
Cullen/Frost Bankers, Inc. 0.11% Add +9.5% 79,225 $7.8M
HRT Financial LP 0.04% Reduce -55.5% 78,598 $7.8M
Pathstone Holdings, LLC 0.03% Reduce -3.0% 77,868 $7.7M
Susquehanna International Group, LLP 0.01% Reduce -50.3% 77,855 $7.7M
ING Groep NV 0.04% Reduce -35.0% 76,708 $7.6M
Mackenzie Financial Corp. 0.01% Add +6.2% 76,516 $7.6M
Worldquant Millennium Advisors LLC 0.05% Add +125.0% 75,739 $7.5M
FORA Capital, LLC 0.88% Add +92.4% 75,457 $7.4M
Wealthfront Advisers LLC 0.02% Reduce -6.5% 75,236 $7.4M
Bank of Nova Scotia 0.01% Add +29.9% 75,199 $7.4M
Investment Management Corp of Ontario 0.17% Add +8.4% 74,938 $7.4M
Creative Planning 0.01% Add +2.6% 74,672 $7.4M
Johnson Investment Counsel Inc. 0.07% Reduce -8.2% 74,242 $7.3M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 73,992 $7.3M
Eliot Finkel Investment Counsel, LLC 4.42% Reduce -0.2% 72,921 $7.2M
Atria Wealth Solutions, Inc. 0.08% Reduce -2.7% 72,362 $7.1M
Yousif Capital Management, LLC 0.08% Reduce -0.8% 72,147 $7.1M
iA Global Asset Management Inc. 0.12% Reduce -9.5% 71,704 $7.1M
Xponance LLC 0.07% Add +2.1% 71,550 $7.1M
Orion Porfolio Solutions, LLC 0.07% Add +30.2% 71,443 $7.0M
Orion Portfolio Solutions, LLC 0.07% Add +30.2% 71,443 $7.0M
Daiichi Life Insurance Co., Ltd. 0.18% Reduce -50.4% 71,120 $7.0M
Mariner, LLC 0.01% Reduce -6.9% 70,618 $7.0M
New York Life Investment Management LLC 0.07% Reduce -3.2% 69,726 $6.9M
Louisiana State Employees Retirement System 0.13% Reduce -2.5% 69,500 $6.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.9% 69,491 $6.9M
Shelton Capital Management 0.17% No change 66,592 $6.6M
Janus Henderson Group PLC 0.00% Add +3.0% 65,511 $6.5M
O'shaughnessy Asset Management, LLC 0.06% Reduce -7.8% 59,632 $6.5M
Pacer Advisors, Inc. 0.01% Reduce -5.0% 64,846 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -2.4% 64,564 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -5.5% 64,213 $6.3M
Isthmus Partners, LLC 0.75% New 63,596 $6.3M
M&T Bank Corp 0.02% Reduce -2.5% 62,915 $6.2M
Cerity Partners LLC 0.01% Reduce -4.0% 60,394 $6.0M
Aquatic Capital Management LLC 0.15% Add +155.2% 59,973 $5.9M
Inspire Investing, LLC 0.60% Reduce -16.7% 59,022 $5.8M
GHP Investment Advisors, Inc. 0.26% Add +6.6% 57,351 $5.7M
Quantbot Technologies LP 0.21% Reduce -9.3% 54,631 $5.4M
NEOS Investment Management LLC 0.16% Add +22.7% 54,601 $5.4M
Harbour Investment Management LLC 2.37% Add +1.3% 54,202 $5.3M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 52,500 $5.2M
Captrust Financial Advisors 0.02% Reduce -2.8% 52,330 $5.2M
Advisors Asset Management, Inc. 0.09% Add +80.1% 51,987 $5.1M
Capital Wealth Planning, LLC 0.05% Add +2.7% 50,860 $5.0M
Kinsale Capital Group, Inc. 1.48% Add +17.2% 50,794 $5.0M
Vanguard Personalized Indexing Management, LLC 0.08% Add +2.9% 50,643 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Add +39.1% 50,252 $5.0M
Richard Bernstein Advisors LLC 0.11% No change 49,871 $4.9M
Capital International, Inc. 0.06% Add +40.6% 48,164 $4.8M
QV Investors Inc. 0.40% Add +0.6% 46,425 $4.6M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -78.9% 46,416 $4.6M
Elo Mutual Pension Insurance Co 0.10% Add +3.1% 46,268 $4.6M
Fifth Third Bancorp 0.02% Add +1.0% 45,643 $4.5M
Nwam LLC 0.27% Reduce -1.1% 45,442 $4.5M
Truist Financial Corp. 0.01% Reduce -41.2% 44,873 $4.4M
Oregon Public Employees Retirement Fund 0.08% Reduce -0.4% 44,827 $4.4M
Hudson Capital Management LLC 1.46% Add +3.6% 44,652 $4.4M
Numerai GP LLC 1.17% New 44,643 $4.4M
MML Investors Services, LLC 0.02% Reduce -4.7% 44,392 $4.4M
Brown Advisory Inc. 0.01% Reduce -1.2% 44,131 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 43,975 $4.3M
Watchman Group, Inc. 1.11% Add +0.1% 43,336 $4.3M
Advisory Services Network, LLC 0.09% No change 41,239 $4.2M
Great Valley Advisor Group, Inc. 0.10% Add +65.7% 42,928 $4.2M
Candriam S.C.A. 0.02% Add +1.4% 41,692 $4.1M
Lifeworks Advisors, LLC 0.81% Add +18.3% 41,657 $4.1M
Leuthold Group, LLC 0.46% Reduce -5.5% 41,565 $4.1M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -0.7% 41,538 $4.1M
Rakuten Investment Management, Inc. 0.02% Add +34.6% 41,627 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -9.3% 41,378 $4.1M
Profund Advisors LLC 0.15% Reduce -11.1% 41,280 $4.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -4.4% 40,097 $4.0M
OMERS ADMINISTRATION Corp 0.04% No change 39,906 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -81.8% 39,083 $3.9M
Janney Montgomery Scott LLC 0.01% Reduce -23.6% 38,418 $3.8M
Cornerstone Advisors, LLC 0.15% No change 38,300 $3.8M
Walleye Trading LLC 0.09% Add +477.3% 38,162 $3.8M
Delta Capital Management LLC 2.17% New 37,620 $3.7M
Teza Capital Management LLC 0.40% Add +1017.3% 37,118 $3.7M
Burney Co./ 0.13% Reduce -45.1% 36,756 $3.6M
Cetera Investment Advisers 0.01% Add +0.1% 36,655 $3.6M
Frank, Rimerman Advisors LLC 0.26% Add +50.4% 36,529 $3.6M
Kentucky Retirement Systems 0.11% Reduce -7.5% 36,520 $3.6M
Credit Agricole S A 0.02% Reduce -59.3% 36,459 $3.6M
Coldstream Capital Management Inc. 0.08% Reduce -3.6% 36,113 $3.6M
Bessemer Group Inc. 0.01% Reduce -0.3% 36,101 $3.6M
Vident Advisory, LLC 0.09% Add +345.8% 35,960 $3.5M
Nomura Holdings Inc. 0.03% New 35,723 $3.5M
Neuberger Berman Group LLC 0.00% Reduce -23.9% 35,090 $3.5M
Sanctuary Advisors, LLC 0.02% Add +24.3% 30,016 $3.4M
JLB & Associates Inc. 0.44% Add +236.4% 34,875 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -21.4% 34,846 $3.4M
Wakefield Asset Management LLLP 1.12% Reduce -0.4% 34,816 $3.4M
GAMCO Investors 0.03% Add +69.0% 34,302 $3.4M
1832 Asset Management L.P. 0.01% Reduce -14.1% 34,186 $3.4M
Mizuho Securities USA LLC 0.07% Reduce -15.9% 33,993 $3.4M
Cairn Investment Group, Inc. 1.83% No change 33,561 $3.3M
UMB Bank, n.a. 0.05% Add +1.8% 33,288 $3.3M
UniSuper Management Pty Ltd 0.02% Add +10.5% 33,117 $3.3M
Agf Management Ltd. 0.02% Add +52.0% 33,056 $3.3M
Hartford Investment Management Co. 0.11% Reduce -1.9% 32,969 $3.3M
Intech Investment Management LLC 0.04% Reduce -52.2% 32,795 $3.2M
HB Wealth Management, LLC 0.03% Add +7.0% 32,615 $3.2M
Insight Wealth Strategies, LLC 0.42% Add +73.2% 32,105 $3.2M
Monument Capital Management 0.86% Reduce -2.2% 31,605 $3.1M
Robinswood Financial LLC 1.16% Reduce -5.0% 31,573 $3.1M
Fortitude Advisory Group L.L.C. 1.94% No change 31,214 $3.1M
Alps Advisors Inc. 0.02% Add +12.6% 30,200 $3.0M
Nilsine Partners, LLC 0.38% Add +5.6% 29,565 $2.9M
Maryland State Retirement & Pension System 0.06% Reduce -26.4% 29,357 $2.9M
SpiderRock Advisors, LLC 0.06% Add +14.2% 29,275 $2.9M
Kiley Juergens Wealth Management, LLC 0.74% Reduce -0.3% 29,080 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -3.8% 28,993 $2.9M
Verition Fund Management LLC 0.02% Add +41.3% 28,960 $2.9M
Princeton Global Asset Management LLC 0.55% Add +2.9% 28,645 $2.8M
McIlrath & Eck, LLC 0.36% Add +16.0% 28,064 $2.8M
Hennessy Advisors Inc. 0.09% Reduce -2.1% 28,000 $2.8M
Oppenheimer & Co. Inc. 0.04% Reduce -0.3% 27,575 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -3.7% 27,230 $2.7M
Commerce Bank 0.02% Add +3.7% 27,202 $2.7M
PEAK6 Investments LLC 0.13% Add +209.9% 27,083 $2.7M
Tudor Investment Corporation 0.03% New 27,021 $2.7M
Ieq Capital, LLC 0.03% Add +28.5% 26,923 $2.7M
Norinchukin Bank, The 0.06% Add +17.3% 26,892 $2.7M
Mirabaud & Cie SA 0.76% No change 26,623 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.34% Add +8.1% 26,377 $2.6M
Tower Research Capital LLC (TRC) 0.07% Reduce -76.7% 26,161 $2.6M
Private Advisor Group, LLC 0.02% Add +20.6% 26,118 $2.6M
Crossmark Global Holdings, Inc. 0.05% Reduce -41.7% 25,805 $2.5M
Allianz SE 0.07% No change 25,741 $2.5M
New Mexico Educational Retirement Board 0.09% Reduce -2.6% 25,679 $2.5M
Trexquant Investment LP 0.03% Reduce -76.7% 25,628 $2.5M
Applied Capital LLC 1.94% Reduce -0.2% 25,211 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.3% 25,115 $2.5M
Argent Financial Group, Inc. 0.29% — 25,042 $2.5M
Blair William & Co. 0.01% Reduce -8.5% 24,990 $2.5M
Caprock Group, LLC 0.09% Add +18.4% 24,728 $2.4M
Brevan Howard Capital Management LP 0.12% Add +0.8% 24,350 $2.4M
CHB Investment Group, LLC 1.27% — 24,341 $2.4M
Harvest Fund Management Co., Ltd 0.14% Add +52.3% 24,147 $2.4M
Mount Lucas Management LP 0.81% Reduce -51.3% 24,021 $2.4M
Park Avenue Securities LLC 0.03% Reduce -12.3% 23,964 $2.4M
Prio Wealth Limited Partnership 0.07% No change 23,955 $2.4M
Zevenbergen Capital Investments LLC 0.05% Add +0.9% 23,275 $2.3M
Public Sector Pension Investment Board 0.01% Add +13.4% 22,850 $2.3M
Lakeside Advisors, INC. 1.41% Reduce -0.0% 22,785 $2.2M
Siemens Fonds Invest GmbH 0.18% Reduce -7.8% 22,739 $2.2M
Lecap Asset Management Ltd. 0.48% New 22,606 $2.2M
Choreo, LLC 0.03% Add +8.1% 22,630 $2.2M
Aspire Capital Advisors LLC 0.66% No change 22,271 $2.2M
Cascade Investment Advisors, Inc. 1.39% Add +0.2% 22,184 $2.2M
United Capital Financial Advisors, LLC 0.02% Add +3.0% 22,076 $2.2M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 21,863 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Add +60.0% 21,863 $2.2M
Whittier Trust Co. 0.03% Reduce -1.4% 21,774 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +0.1% 21,589 $2.1M
Bar Harbor Wealth Management 0.14% Reduce -66.4% 21,516 $2.1M
AIA Group Ltd 0.05% New 21,414 $2.1M
Twin Capital Management Inc. 0.24% Reduce -1.2% 21,186 $2.1M
Ameritas Investment Partners, Inc. 0.07% Add +1.7% 21,084 $2.1M
Zurich Insurance Group Ltd 0.02% No change 20,850 $2.1M
First National Bank of Mount Dora, Trust Investment Services 0.46% Add +20.8% 20,638 $2.0M
South Dakota Investment Council 0.04% No change 20,614 $2.0M
Sowell Financial Services LLC 0.09% Reduce -0.3% 20,527 $2.0M
SteelPeak Wealth, LLC 0.09% Add +10.7% 20,326 $2.0M
Walleye Capital LLC 0.02% Add +34.5% 20,241 $2.0M
Lester Murray Antman dba SimplyRich 0.54% Add +2.8% 19,604 $1.9M
Beverly Hills Private Wealth, LLC 0.39% Add +56.4% 19,261 $1.9M
Kestra Advisory Services, LLC 0.01% Add +0.1% 19,256 $1.9M
Lodestone Wealth Management LLC 0.94% Reduce -9.2% 19,098 $1.9M
Archford Capital Strategies, LLC 0.28% Add +0.0% 17,336 $1.9M
Valley National Advisers Inc. 0.34% Add +37814.0% 18,957 $1.9M
Keybank National Association 0.01% Add +1.3% 18,895 $1.9M
Plato Investment Management Ltd 0.15% No change 18,664 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.2% 18,612 $1.8M
EP Wealth Advisors, LLC 0.02% Add +11.4% 18,525 $1.8M
Vestcor Inc 0.06% Reduce -3.4% 18,229 $1.8M
Capstone Investment Advisors, LLC 0.06% Add +34.6% 18,209 $1.8M
Federated Hermes, Inc. 0.00% Add +14.9% 18,124 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -14.2% 18,111 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.4% 18,036 $1.8M
Pacific Sage Partners, LLC 0.42% Add +3.3% 18,017 $1.8M
Empirical Finance, LLC 0.10% Add +2.1% 17,996 $1.8M
Leeward Financial Partners, LLC 0.66% Add +7.7% 17,780 $1.8M
First Trust Direct Indexing L.P. 0.09% Add +9.5% 17,423 $1.7M
Occudo Quantitative Strategies LP 0.31% Add +46.5% 17,053 $1.7M
Apollon Wealth Management, LLC 0.05% Reduce -13.7% 16,918 $1.7M
Metis Global Partners, LLC 0.05% Add +1.8% 16,751 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.4% 16,615 $1.6M
Howard Capital Management, LLC 0.03% Reduce -31.3% 16,533 $1.6M
Affinity Investment Advisors, LLC 1.12% Reduce -0.6% 16,471 $1.6M
Ibex Wealth Advisors 0.44% Add +2421.0% 12,000 $1.6M
New England Research & Management, Inc. 0.76% Reduce -5.5% 16,371 $1.6M
JT Stratford LLC 0.27% Add +8.6% 15,973 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -58.0% 15,813 $1.6M
Man Group plc 0.00% Reduce -87.0% 15,879 $1.6M
Hohimer Wealth Management, LLC 0.34% Add +1.9% 15,853 $1.6M
Applied Finance Capital Management, LLC 0.07% Add +260.8% 15,800 $1.6M
Campbell & CO Investment Adviser LLC 0.12% Reduce -10.2% 15,738 $1.6M
Steel Grove Capital Advisors, LLC 0.22% Reduce -1.0% 15,825 $1.6M
RAM Investment Partners, LLC 0.40% Reduce -2.6% 15,628 $1.5M
Horizon Investments, LLC 0.04% Add +2.1% 15,658 $1.5M
NewEdge Advisors, LLC 0.01% Add +72.9% 15,594 $1.5M
Insight Inv LLC 1.29% Add +1.1% 15,552 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -8.2% 15,521 $1.5M
Net Worth Advisory Group 0.45% — 15,518 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -91.8% 15,448 $1.5M
Sumitomo Life Insurance Co. 0.03% Add +2.9% 15,200 $1.5M
&partners 0.03% Add +52.0% 15,033 $1.5M
Bokf, NA 0.03% Reduce -3.0% 14,565 $1.5M
Wedbush Securities Inc. 0.05% Add +112.5% 14,871 $1.5M
Spire Wealth Management 0.05% Reduce -64.3% 14,793 $1.5M
Squarepoint Ops LLC 0.00% Reduce -96.7% 14,789 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.06% Reduce -5.0% 14,775 $1.5M
Bluespring Wealth Management, LLC 0.14% Reduce -3.6% 14,577 $1.4M
Park National Corp. 0.05% Reduce -2.6% 14,572 $1.4M
Columbia Bank 0.52% No change 14,475 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -0.6% 14,196 $1.4M
Wayfinding Financial, LLC 1.02% Reduce -2.6% 13,957 $1.4M
SPC Financial, Inc. 0.12% Reduce -0.3% 13,891 $1.4M
BNP Paribas 0.06% No change 13,815 $1.4M
Snowden Capital Advisors LLC 0.04% Add +1.2% 13,719 $1.4M
J.W. Cole Advisors, Inc. 0.06% Reduce -0.4% 13,696 $1.4M
Avantax Advisory Services, Inc. 0.01% Reduce -1.0% 13,643 $1.3M
Johnson Financial Group, Inc. 0.06% Reduce -1.1% 13,626 $1.3M
Hall Laurie J Trustee 0.42% No change 13,371 $1.3M
Integrated Advisors Network LLC 0.06% Add +478.8% 13,313 $1.3M
Boit C F David 0.64% No change 13,330 $1.3M
Fiduciary Trust Co 0.02% Add +33.3% 13,012 $1.3M
Wahed Invest LLC 0.22% Add +12.3% 12,491 $1.2M
United Services Automobile Association 0.03% Reduce -14.7% 12,380 $1.2M
Canandaigua National Bank & Trust Co. 0.12% Add +49.2% 12,327 $1.2M
VCI Wealth Management LLC 0.54% New 12,273 $1.2M
Chase Investment Counsel Corp. 0.40% Add +45.2% 12,200 $1.2M
Stoneridge Investment Partners LLC 0.45% Reduce -0.9% 12,148 $1.2M
Twelve Points Wealth Management LLC 0.37% Add +9.1% 12,043 $1.2M
London Co. of Virginia 0.01% No change 11,992 $1.2M
Castle Rock Wealth Management, LLC 0.28% Add +0.1% 11,357 $1.2M
Perpetual Ltd 0.01% No change 11,845 $1.2M
Everett Harris & Co. 0.01% Reduce -0.2% 11,793 $1.2M
Meeder Advisory Services, Inc. 0.07% Reduce -2.0% 11,729 $1.2M
Polianta Ltd 0.54% New 11,700 $1.2M
Axq Capital, LP 0.35% Add +434.0% 11,684 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -1.9% 11,667 $1.2M
HighPoint Advisor Group LLC 0.07% Reduce -6.9% 11,123 $1.1M
Level Four Advisory Services, LLC 0.05% Reduce -1.7% 10,954 $1.1M
Greenleaf Trust 0.01% Add +0.8% 11,548 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -98.2% 11,513 $1.1M
Pinnacle Associates Ltd. 0.02% Add +3.4% 11,619 $1.1M
CX Institutional 0.05% Add +3.5% 11,244 $1.1M
Savant Capital, LLC 0.01% Reduce -46.2% 11,205 $1.1M
Quadcap Wealth Management, LLC 0.17% Add +95.5% 11,166 $1.1M
Townsquare Capital LLC 0.01% Add +36.1% 11,133 $1.1M
Tidal Investments LLC 0.01% Reduce -48.6% 10,821 $1.1M
Harvest Portfolios Group Inc. 0.04% Add +42.1% 10,816 $1.1M
Timber Creek Capital Management LLC 0.30% No change 10,724 $1.1M
Intellectus Partners, LLC 0.27% Add +5.1% 10,723 $1.1M
Lido Advisors, LLC 0.01% Add +20.8% 10,673 $1.1M
Edgestream Partners, L.P. 0.05% Reduce -59.7% 10,657 $1.1M
Raymond James Trust N.A. 0.02% Reduce -0.2% 10,598 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% No change 10,565 $1.0M
Focus Partners Wealth 0.00% Add +1.6% 10,552 $1.0M
Zega Financial, LLC 0.34% Reduce -0.3% 10,500 $1.0M
Forum Financial Management, LP 0.02% Add +0.5% 10,415 $1.0M
Banque Cantonale Vaudoise 0.04% Add +73.9% 10,291 $1.0M
Scientech Research LLC 0.20% Add +20.7% 10,273 $1.0M
Abn Amro Investment Solutions 0.02% Add +0.1% 10,268 $1.0M
Financial Advocates Investment Management 0.06% Reduce -0.0% 10,165 $1.0M
Atria Investments, Inc 0.01% Reduce -44.5% 10,112 $998K
Inceptionr LLC 0.24% Reduce -21.3% 10,054 $992K
One Degree Advisors Inc 0.41% Reduce -3.6% 9,997 $981K
MQS Management LLC 0.55% Add +13.6% 9,907 $978K
Schneider Downs Wealth Management Advisors, LP 0.20% No change 9,891 $976K
NBT Bank, N.A. 0.07% No change 9,812 $968K
Capital Investment Counsel, Inc 0.14% No change 9,675 $955K
Global Financial Private Client, LLC 0.37% Reduce -27.7% 9,619 $949K
Nebula Research & Development LLC 0.11% New 9,497 $937K
Beacon Pointe Advisors, LLC 0.01% Reduce -7.2% 9,330 $921K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +0.2% 9,324 $920K
Dakota Wealth Management 0.02% Reduce -7.8% 9,220 $910K
Headinvest, LLC 0.17% No change 9,139 $902K
Eads & Heald Wealth Management 0.42% Reduce -0.3% 9,028 $891K
Virtus Advisers, LLC 0.41% Add +21.0% 8,922 $880K
Synovus Financial Corp. 0.01% Add +16.6% 8,899 $878K
RMR Wealth Builders 0.09% No change 8,889 $877K
Alpha DNA Investment Management LLC 0.47% Add +81.3% 8,761 $865K
Bleakley Financial Group, LLC 0.03% Add +1.3% 8,721 $861K
Sequoia Financial Advisors, LLC 0.01% Add +35.3% 8,693 $858K
Impact Partnership Wealth, LLC 0.19% Add +27.7% 8,690 $858K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -2.5% 8,666 $855K
Uncommon Cents Investing LLC 0.24% No change 8,656 $854K
Clearstead Advisors, LLC 0.01% Reduce -4.9% 8,610 $850K
Morningstar Investment Management LLC 0.08% Add +3.5% 7,837 $848K
Wealth Group Ltd 0.24% No change 8,500 $839K
Farther Finance Advisors, LLC 0.03% Reduce -12.7% 8,289 $818K
Focus Partners Advisor Solutions, LLC 0.02% Add +0.3% 8,284 $817K
Hilltop Holdings Inc. 0.05% Add +49.3% 8,266 $816K
Wedmont Private Capital 0.05% Reduce -3.1% 7,811 $804K
MAI Capital Management 0.01% Reduce -34.3% 8,146 $804K
Fruth Investment Management 0.21% No change 8,137 $802K
Jump Financial, LLC 0.02% Reduce -83.9% 8,077 $797K
Fortem Financial Group, LLC 0.32% New 8,073 $797K
Kingswood Wealth Advisors, LLC 0.06% Reduce -7.9% 8,071 $796K
Principal Securities, Inc. 0.02% Add +15.0% 8,045 $794K
Madrona Financial Services, LLC 0.22% Reduce -0.0% 7,960 $785K
AE Wealth Management LLC 0.01% Add +104.5% 7,951 $785K
Strategic Investment Advisors / MI 0.09% Add +0.2% 7,946 $784K
Apella Capital, LLC 0.03% Reduce -0.2% 7,971 $781K
Signet Financial Management, LLC 0.10% Reduce -0.3% 7,877 $777K
Freedom Investment Management, Inc. 0.06% Reduce -34.0% 7,863 $776K
Parallel Advisors, LLC 0.02% Add +4.1% 7,845 $774K
Summit Trail Advisors, LLC 0.02% Reduce -15.5% 7,823 $772K
Lazard Asset Management LLC 0.00% Reduce -88.6% 7,827 $771K
Insight Wealth Partners, LLC 0.46% Add +1.4% 7,700 $760K
Ritholtz Wealth Management 0.02% Reduce -5.9% 7,689 $759K
STF Management LP 0.34% Reduce -7.6% 7,639 $754K
Crescent Sterling, Ltd. 0.72% Add +0.8% 7,630 $753K
Disciplined Investments, LLC 0.37% Add +0.2% 7,500 $740K
Freestone Capital Holdings, LLC 0.03% Add +4.2% 7,445 $735K
Prudential PLC 0.00% Reduce -65.2% 7,374 $728K
Insight Advisors, LLC/ PA 0.13% Reduce -18.8% 7,364 $727K
Caxton Associates LP 0.03% New 7,335 $724K
nVerses Capital, LLC 0.33% New 7,300 $720K
Easterly Investment Partners LLC 0.06% No change 7,275 $718K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -50.3% 7,191 $710K
E. Ohman J:or Asset Management AB 0.02% Reduce -20.7% 7,140 $705K
Claris Advisors, LLC / Mo / 0.30% Reduce -0.0% 7,101 $701K
GAMMA Investing LLC 0.07% Add +32.8% 7,069 $698K
Heartland Bank & Trust Co 0.37% Reduce -2.5% 7,025 $693K
ICICI Prudential Asset Management Co Ltd 0.07% Add +18.9% 6,843 $675K
Carolina Wealth Advisors, LLC 0.34% Reduce -7.7% 6,833 $674K
DRW Securities, LLC 0.04% New 6,676 $659K
Cibc World Market Inc. 0.00% Reduce -21.6% 6,661 $657K
China Universal Asset Management Co., Ltd. 0.07% Add +111.0% 6,649 $656K
Syon Capital LLC 0.06% Reduce -0.8% 6,591 $650K
Knollwood Investment Advisory, LLC 0.07% No change 6,553 $647K
Signaturefd, LLC 0.01% Add +0.9% 6,527 $644K
Valeo Financial Advisors, LLC 0.02% Reduce -0.0% 6,424 $634K
Sciencast Management LP 0.19% Reduce -72.6% 6,373 $629K
Gotham Asset Management 0.01% Reduce -65.1% 6,345 $626K
Hancock Whitney Corp. 0.02% Add +8.3% 6,304 $622K
von Borstel & Associates, Inc. 0.35% — 6,266 $618K
Merriman Wealth Management, LLC 0.03% Add +13.1% 6,237 $615K
Brandywine Oak Private Wealth LLC 0.06% No change 6,213 $613K
Stephens Inc. 0.01% Add +0.9% 6,157 $608K
Checchi Capital Advisers, LLC 0.04% Add +1.6% 6,111 $603K
Centiva Capital, LP 0.03% Reduce -87.2% 6,097 $602K
Smart Money Group LLC 0.21% Add +13.8% 5,736 $598K
LBP Am SA 0.01% No change 6,009 $593K
Aquila Investment Management LLC 0.66% New 6,000 $592K
First Foundation Advisors 0.02% Reduce -11.0% 6,000 $592K
Founders Financial Securities LLC 0.05% Reduce -3.2% 5,893 $582K
Ballentine Partners, LLC 0.01% Reduce -10.5% 5,876 $580K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -14.9% 5,867 $579K
Riverwater Partners LLC 0.29% Reduce -2.8% 5,890 $577K
Welch Group, LLC 0.03% No change 5,829 $575K
Castleark Management LLC 0.02% No change 5,774 $570K
Venturi Wealth Management, LLC 0.03% Add +49.1% 5,767 $569K
E Fund Management Co., Ltd. 0.03% Add +7.8% 5,682 $561K
Global Retirement Partners, LLC 0.02% Add +4.5% 5,573 $550K
Westpac Banking Corp. 0.04% Add +659.6% 5,568 $549K
Inspire Advisors, LLC 0.07% Add +18.8% 5,516 $544K
Groupama Asset Managment 0.01% Add +0.5% 6,866 $544K
Ostrum Asset Management 0.04% Reduce -36.0% 5,505 $543K
Denali Advisors LLC 0.06% Add +1.7% 5,500 $543K
Sompo Asset Management Co., Ltd. 0.08% Add +7.5% 5,480 $541K
Cigna Investments Inc. 0.09% Reduce -1.2% 5,349 $528K
Independent Advisor Alliance 0.02% Reduce -88.7% 5,161 $509K
Linden Thomas Advisory Services, LLC 0.07% Add +31.8% 5,160 $509K
Blueshift Asset Management, LLC 0.13% Reduce -20.9% 5,131 $506K
Aaron Wealth Advisors LLC 0.06% Add +72.2% 5,128 $506K
Strategic Blueprint, LLC 0.03% Reduce -1.2% 5,112 $504K
Northwest Quadrant Wealth Management, LLC 0.12% Add +0.3% 5,104 $504K
Jones Financial Companies LLLP 0.00% Add +77.2% 5,118 $502K
Pinnacle West Asset Management, Inc. 0.36% Add +11.6% 5,060 $499K
Quadrant Capital Group LLC 0.03% Add +0.6% 5,036 $497K
Sunpointe, LLC 0.40% New 4,979 $491K
Mather Group, Llc. 0.01% Reduce -0.2% 4,880 $482K
Waldron Private Wealth LLC 0.02% Reduce -0.1% 4,852 $479K
Malaga Cove Capital, LLC 0.19% Add +55.8% 4,816 $475K
Integrated Wealth Concepts LLC 0.01% Add +0.2% 4,811 $475K
NorthRock Partners, LLC 0.02% Add +4.8% 4,777 $471K
Brown Brothers Harriman & Co. 0.00% No change 4,762 $470K
TrinityBridge Ltd 0.01% No change 4,730 $467K
Hunter Associates Investment Management LLC 0.07% No change 4,725 $466K
Jacobi Capital Management LLC 0.04% Add +15.4% 4,716 $465K
Brooklyn Investment Group 0.15% Add +10.8% 4,570 $451K
BSW Wealth Partners 0.07% Add +21.6% 4,551 $449K
Jackson Creek Investment Advisors LLC 0.13% Reduce -51.7% 4,538 $448K
CSS LLC 0.08% Add +12.4% 4,520 $446K
Fifth Third Wealth Advisors LLC 0.03% Reduce -2.2% 4,434 $438K
PFG Advisors 0.03% Add +3.6% 4,409 $435K
Baker Boyer National Bank 0.15% Reduce -7.1% 4,409 $435K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -8.3% 4,400 $434K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.0% 4,343 $429K
Flagship Harbor Advisors, LLC 0.02% Add +92.0% 4,300 $424K
Lake Street Advisors Group, LLC 0.02% Reduce -4.1% 4,282 $423K
GDS Wealth Management 0.04% Reduce -6.5% 4,267 $421K
Atlantic Edge Private Wealth Management, LLC 0.13% Add +2.4% 4,251 $419K
Stratos Wealth Advisors, LLC 0.02% Add +3.8% 4,245 $419K
World Investment Advisors 0.01% New 4,244 $419K
TD Waterhouse Canada Inc. 0.00% Reduce -25.7% 4,252 $417K
Independent Financial Group, LLC 0.02% Reduce -4.3% 4,218 $416K
Capital Planning LLC 0.12% Add +0.4% 4,184 $413K
Headlands Technologies LLC 0.05% New 4,164 $411K
Birmingham Capital Management Co. Inc. 0.15% No change 4,162 $411K
Compound Planning, Inc. 0.03% Reduce -45.9% 4,155 $410K
Merit Financial Group, LLC 0.01% Reduce -28.4% 4,064 $401K
Hamilton Capital, LLC 0.03% No change 3,830 $399K
Argent Trust Co 0.02% Reduce -9.1% 4,037 $398K
Navellier & Associates Inc. 0.05% Reduce -95.4% 4,032 $398K
Omnia Family Wealth, LLC 0.17% Add +2.5% 3,993 $394K
Blue Trust, Inc. 0.01% Add +172.6% 3,816 $393K
West Family Investments, Inc. 0.13% No change 3,967 $391K
Conning Inc. 0.01% Reduce -0.2% 3,915 $386K
Graypoint LLC 0.02% Add +3.0% 3,908 $386K
Violich Capital Management, Inc. 0.05% No change 3,900 $385K
Fulton Bank, N.A. 0.01% Add +8.1% 3,899 $385K
Fidelis Capital Partners, LLC 0.05% Reduce -15.1% 3,671 $381K
Pitcairn Co. 0.02% Reduce -22.4% 3,861 $381K
Aptus Capital Advisors, LLC 0.01% Reduce -24.6% 3,805 $375K
Penobscot Investment Management Company, Inc. 0.03% No change 3,799 $375K
Oxford Asset Management LLP 0.31% New 3,762 $371K
Prospera Financial Services Inc 0.01% Reduce -31.4% 3,752 $370K
Morse Asset Management, Inc 0.08% New 3,750 $370K
Financial Engines Advisors L.L.C. 0.00% Add +0.1% 3,747 $370K
Citizens Financial Group Inc. 0.01% Add +2.4% 3,741 $369K
Integrity Financial Corp 0.22% No change 3,739 $369K
Bridgefront Capital, LLC 0.14% New 3,739 $369K
Kingsview Wealth Management, LLC 0.01% Reduce -79.4% 3,722 $367K
Institute for Wealth Management, LLC. 0.05% No change 3,705 $366K
Arbor Capital Management Inc. 0.34% No change 3,666 $360K
Silvercrest Asset Management Group LLC 0.00% No change 3,637 $359K
GeoWealth Management, LLC 0.01% Reduce -5.2% 3,620 $357K
Versor Investments LP 0.06% Reduce -63.8% 3,616 $357K
Geller Advisors LLC 0.02% Reduce -10.4% 3,530 $348K
Moody National Bank Trust Division 0.04% No change 3,511 $346K
Precision Wealth Strategies, LLC 0.32% Reduce -0.5% 3,481 $344K
Smartleaf Asset Management LLC 0.04% Add +68.4% 3,494 $343K
Schechter Investment Advisors, LLC 0.03% Add +25.9% 3,472 $343K
Nicolet Advisory Services, LLC 0.03% Reduce -3.7% 3,377 $342K
Stratos Wealth Partners, LTD. 0.00% Add +4.2% 3,405 $336K
Clifford Swan Investment Counsel LLC 0.01% Reduce -4.2% 3,404 $336K
Meridian Wealth Management, LLC 0.02% New 3,388 $334K
Patrick M Sweeney & Associates, Inc. 0.25% Add +1.0% 3,388 $334K
Heritage Wealth Management, Inc. 0.11% Reduce -1.6% 3,380 $334K
Capital Advisors Wealth Management, LLC 0.06% Add +6.7% 3,356 $331K
V-Square Quantitative Management LLC 0.05% Add +66.9% 3,350 $331K
Sonata Capital Group Inc. 0.14% No change 3,330 $329K
Moss Adams Wealth Advisors LLC 0.04% Add +2.7% 3,305 $326K
Foundations Investment Advisors, LLC 0.01% Add +5.9% 3,297 $325K
Dynamic Technology Lab Private Ltd 0.03% Reduce -83.6% 3,273 $323K
Beacon Financial Group 0.04% Reduce -8.1% 3,270 $323K
Pettyjohn, Wood & White, Inc. 0.06% No change 3,262 $322K
Mutual Advisors, LLC 0.01% Add +1.9% 3,053 $320K
Secure Asset Management, LLC 0.05% Add +1.5% 3,201 $316K
Becker Capital Management Inc. 0.01% Reduce -1.7% 3,199 $316K
First Trust Investment Solutions L.P. 0.04% New 3,163 $312K
Norden Group LLC 0.04% Add +26.5% 3,133 $309K
Bellevue Asset Management, LLC 0.16% Add +0.0% 3,099 $306K
Simon Quick Advisors, LLC 0.02% Add +1.4% 3,091 $305K
Auxano Advisors, LLC 0.08% Reduce -0.5% 3,075 $303K
Shell Asset Management Co. 0.01% — 3,055 $301K
Premier Path Wealth Partners, LLC 0.05% Reduce -14.0% 3,015 $298K
IHT Wealth Management, LLC 0.01% New 3,013 $297K
Cable Hill Partners, LLC 0.03% Add +2.6% 2,997 $296K
Group One Trading LLC 0.01% Reduce -60.5% 2,963 $292K
Next Level Private LLC 0.12% Add +0.3% 2,951 $291K
Crestwood Advisors Group, LLC 0.01% Reduce -0.9% 2,948 $291K
International Assets Investment Management, LLC 0.02% Reduce -22.6% 2,929 $289K
Soltis Investment Advisors LLC 0.03% Reduce -4.7% 2,921 $288K
Tiaa Trust, National Association 0.00% Add +9.2% 2,921 $288K
Dark Forest Capital Management LP 0.04% Reduce -24.0% 2,915 $288K
Jackson Square Capital, LLC 0.07% Reduce -77.6% 2,903 $286K
CIBC Private Wealth Group LLC 0.00% Add +27.6% 2,882 $284K
KCM Investment Advisors LLC 0.01% New 2,862 $282K
Eagle Bay Advisors LLC 0.11% Reduce -37.1% 2,855 $282K
Cidel Asset Management Inc. 0.02% No change 2,850 $281K
Forbes J M & Co. LLP 0.03% No change 2,821 $278K
Perigon Wealth Management, LLC 0.01% Reduce -2.0% 2,819 $278K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.8% 2,800 $276K
Drive Wealth Management, LLC 0.07% Reduce -3.0% 2,799 $276K
Argonautica Private Wealth Management, Inc. 0.09% Add +0.8% 2,793 $276K
MBB Public Markets I LLC 0.02% Reduce -92.5% 2,790 $275K
Old National Bancorp 0.01% Reduce -27.4% 2,785 $275K
AlphaCentric Advisors LLC 0.20% Reduce -3.1% 2,769 $273K
Fulcrum Capital LLC 0.06% No change 2,765 $273K
Synergy Asset Management, LLC 0.04% Reduce -0.2% 2,763 $273K
AlphaQuest LLC 0.02% Add +45433.3% 2,732 $270K
Wilmington Savings Fund Society, FSB 0.00% New 2,726 $269K
Regent Peak Wealth Advisors LLC 0.06% Add +1.6% 2,720 $268K
Avestar Capital, LLC 0.03% Add +0.4% 2,711 $268K
PDS Planning, Inc 0.02% Add +1.1% 2,709 $267K
Personal Cfo Solutions, LLC 0.04% Reduce -1.4% 2,670 $263K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.8% 2,664 $263K
Trust Co. of Oklahoma 0.08% No change 2,633 $260K
Nia Impact Advisors, LLC 0.09% Reduce -22.2% 2,631 $260K
Optas, LLC 0.06% Add +20.1% 2,615 $258K
Los Angeles Capital Management LLC 0.00% Reduce -99.6% 2,607 $257K
Advisors Capital Management, LLC 0.00% Add +1.5% 2,589 $255K
Zimmermann Investment Management & Planning LLC 0.08% Reduce -13.7% 2,581 $255K
Horst & Graben Wealth Management LLC 0.05% Add +0.3% 2,577 $254K
Proactive Wealth Strategies LLC 0.14% — 2,574 $254K
D.B. Root & Company, LLC 0.08% Add +1.2% 2,573 $254K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -98.0% 2,565 $253K
Parkside Financial Bank & Trust 0.04% Reduce -4.2% 2,541 $251K
My Legacy Advisors, LLC 0.10% No change 2,532 $250K
DAVENPORT & Co LLC 0.00% Reduce -0.0% 2,532 $250K
Allworth Financial LP 0.00% Reduce -16.4% 2,530 $250K
Baldwin Investment Management, LLC 0.03% No change 2,528 $249K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,525 $249K
GTS Securities LLC 0.01% Reduce -72.0% 2,513 $248K
Lindbrook Capital, LLC 0.02% Reduce -5.4% 2,496 $246K
Interchange Capital Partners, LLC 0.09% Add +0.2% 2,469 $244K
Penserra Capital Management LLC 0.01% Add +1.3% 2,477 $243K
Csenge Advisory Group 0.01% Reduce -6.1% 2,269 $242K
Renasant Bank 0.16% Reduce -15.6% 2,438 $241K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.3% 2,430 $240K
King Luther Capital Management Corp. 0.00% No change 2,425 $239K
Rwa Wealth Partners, LLC 0.00% Add +5.3% 2,424 $239K
Westshore Wealth, LLC 0.10% Reduce -6.9% 2,387 $236K
TrueMark Investments, LLC 0.07% Reduce -7.5% 2,369 $234K
Rathbones Group PLC 0.00% No change 2,369 $234K
Lwmg, LLC 0.04% No change 2,361 $233K
LRI Investments, LLC 0.02% Add +286.8% 2,023 $233K
Moors & Cabot, Inc. 0.01% Add +1.9% 2,338 $231K
Catalina Capital Group, LLC 0.08% Add +0.7% 2,333 $230K
TD Private Client Wealth LLC 0.01% Reduce -2.3% 2,323 $229K
CI Investments Inc. 0.00% Reduce -30.4% 2,319 $229K
Integris Wealth Management, LLC 0.06% No change 2,305 $227K
Sterling Capital Management LLC 0.00% — 2,299 $227K
Rehmann Capital Advisory Group 0.01% Reduce -5.9% 2,279 $225K
Alpha Family Trust 0.13% No change 2,277 $225K
Waverly Advisors, LLC 0.00% Add +6.0% 2,277 $225K
Sentry Investment Management LLC 0.09% No change 2,271 $224K
McCarter Private Wealth Services LLC 0.14% — 2,250 $222K
Avenir Corp. 0.02% No change 2,250 $222K
Traynor Capital Management, Inc. 0.02% Add +3.1% 2,239 $221K
Hobbs Group Advisors, LLC 0.08% Reduce -63.4% 2,223 $219K
Brookstone Capital Management 0.00% Reduce -6.9% 2,203 $217K
Aire Advisors, LLC 0.05% No change 2,181 $215K
Sigma Planning Corp 0.01% Reduce -1.5% 2,174 $215K
Keel Point, LLC 0.02% New 2,162 $213K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -2.4% 2,155 $213K
Ascent Group, LLC 0.02% Reduce -7.0% 2,110 $208K
Perkins Coie Trust Co 0.05% Add +7.1% 2,106 $208K
4J Wealth Management LLC 0.16% No change 2,100 $207K
Pine Haven Investment Counsel, Inc 0.17% Reduce -3.7% 2,072 $204K
Leonteq Securities AG 0.02% Add +5.6% 2,071 $204K
L2 Asset Management, LLC 0.06% Add +2.3% 2,064 $204K
Trustmark Bank Trust Department 0.02% Reduce -88.1% 2,053 $203K
United Community Bank 0.08% Reduce -14.1% 2,038 $201K
GPS Wealth Strategies Group, LLC 0.03% No change 2,036 $201K
Transamerica Financial Advisors, LLC 0.02% New 2,019 $200K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Add +11.1% 2,000 $197K
Manchester Capital Management LLC 0.02% Reduce -2.0% 1,864 $184K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.8% 1,836 $181K
Millburn Ridgefield LLC 0.00% New 1,743 $172K
Gilliland Jeter Wealth Management LLC 0.05% Reduce -51.3% 1,710 $169K
Covestor Ltd 0.10% Add +24.7% 1,604 $158K
Exchange Traded Concepts, LLC 0.00% Reduce -81.5% 1,592 $157K
Cromwell Holdings LLC 0.10% No change 1,519 $150K
Alta Advisers Ltd 0.07% No change 1,500 $148K
Capital Analysts, LLC 0.01% Add +0.3% 1,502 $148K
Security National Bank 0.02% Reduce -38.9% 1,423 $140K
First Horizon Advisors, Inc. 0.00% Reduce -15.5% 1,383 $137K
Rosenberg Matthew Hamilton 0.04% No change 1,355 $134K
Quent Capital, LLC 0.01% No change 1,298 $128K
Gen-Wealth Partners Inc 0.06% Add +3.1% 1,212 $127K
Harbour Investments, Inc. 0.00% Add +38.6% 1,274 $126K
Salem Investment Counselors Inc. 0.00% Add +408.2% 1,245 $123K
Private Trust Co. NA 0.01% Reduce -1.4% 1,235 $122K
Hartford Financial Management Inc. 0.02% No change 1,207 $119K
Geneos Wealth Management Inc. 0.00% Reduce -2.8% 1,133 $112K
Versant Capital Management, Inc 0.03% Add +57.8% 1,111 $110K
Solstein Capital, LLC 0.06% No change 1,057 $104K
Huntington National Bank 0.00% Reduce -24.1% 1,052 $104K
TFC Financial Management, Inc. 0.02% No change 1,035 $102K
Ascentis Independent Advisors 0.02% New 1,000 $99K
Planned Solutions, Inc. 0.04% New 965 $95K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -74.4% 902 $89K
Strengthening Families & Communities, LLC 0.02% No change 879 $87K
Avalon Trust Co 0.01% Reduce -36.4% 875 $86K
CVA Family Office, LLC 0.01% Add +13.3% 827 $82K
IFP Advisors, Inc 0.00% Reduce -16.3% 805 $80K
Hexagon Capital Partners LLC 0.02% Reduce -47.1% 797 $79K
Sandy Spring Bank 0.00% No change 772 $76K
Abich Financial Wealth Management LLC 0.17% Reduce -53.6% 760 $75K
EverSource Wealth Advisors, LLC 0.00% Add +2.1% 743 $73K
Coppell Advisory Solutions LLC 0.01% Add +13.1% 724 $71K
Atticus Wealth Management, LLC 0.02% Reduce -1.0% 689 $68K
Deseret Mutual Benefit Administrators 0.03% No change 677 $67K
Rothschild Investment LLC 0.00% Reduce -0.7% 675 $67K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 660 $65K
Sound Income Strategies, LLC 0.00% Reduce -23.9% 599 $59K
Atlas Capital Advisors Inc. 0.01% Reduce -55.1% 593 $59K
Operose Advisors LLC 0.02% No change 577 $57K
Catalyst Capital Advisors LLC 0.00% Add +12.0% 570 $56K
Arax Advisory Partners 0.00% Add +81.6% 554 $55K
Indiana Trust & Investment Management Co 0.02% No change 554 $55K
Ashton Thomas Securities, LLC 0.01% New 532 $52K
Motco 0.01% No change 525 $52K
Sittner & Nelson, LLC 0.02% No change 520 $51K
Capital Advisors, Ltd. LLC 0.01% Add +0.6% 512 $51K
Sander Capital Advisors Inc. 0.02% New 505 $50K
Key Financial Inc 0.01% Add +0.2% 483 $48K
Kozak & Associates, Inc. 0.01% Add +0.5% 437 $47K
CoreCap Advisors, LLC 0.00% New 470 $46K
Grove Bank & Trust 0.01% Add +28.4% 466 $46K
CENTRAL TRUST Co 0.00% Reduce -51.5% 465 $46K
WealthCollab, LLC 0.03% Reduce -27.7% 452 $45K
Avior Wealth Management, LLC 0.00% Reduce -20.5% 450 $44K
Hemington Wealth Management 0.01% New 398 $41K
Silvant Capital Management LLC 0.00% No change 397 $39K
Larson Financial Group LLC 0.00% Reduce -28.4% 394 $39K
Creative Financial Designs Inc. 0.00% No change 393 $39K
MV Capital Management, Inc. 0.00% Reduce -2.5% 392 $39K
ORG Partners LLC 0.01% No change 383 $38K
Trust Co. of Vermont 0.00% Add +50.8% 377 $37K
Fortitude Family Office, LLC 0.01% No change 366 $36K
Prestige Wealth Management Group LLC 0.01% No change 365 $36K
Core Alternative Capital 0.01% No change 358 $35K
Acadian Asset Management LLC 0.00% Reduce -97.8% 364 $35K
Farmers & Merchants Investments Inc. 0.00% No change 350 $35K
Arlington Trust Co LLC 0.01% No change 348 $34K
AlphaMark Advisors, LLC 0.01% No change 322 $32K
Baldwin Wealth Partners LLC 0.00% Add +553.1% 320 $32K
Bruce G. Allen Investments, LLC 0.02% Reduce -0.3% 316 $31K
Alpine Bank Wealth Management 0.00% — 300 $30K
Kepos Capital LP 0.01% Reduce -14.4% 297 $29K
JFS Wealth Advisors, LLC 0.00% Reduce -2.0% 287 $28K
Lanark Financial, Inc. 0.00% No change 285 $28K
Smithfield Trust Co 0.00% Add +19.0% 276 $27K
Rise Advisors, LLC 0.01% Add +0.4% 252 $25K
Matrix Trust Co 0.00% New 244 $24K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -11.8% 246 $24K
Riverview Trust Co 0.02% Add +4.3% 241 $24K
Asset Dedication, LLC 0.00% Add +1.3% 238 $23K
Caitlin John, LLC 0.01% Reduce -98.1% 199 $23K
Caldwell Sutter Capital, Inc. 0.01% No change 235 $23K
Provenance Wealth Advisors, LLC 0.00% No change 222 $22K
Evermay Wealth Management LLC 0.00% Reduce -65.1% 215 $21K
Elequin Capital, LP 0.05% New 215 $21K
Armstrong Advisory Group, Inc. 0.00% New 214 $21K
HBC Financial Services, PLLC 0.01% Add +0.5% 203 $21K
GW&K Investment Management, LLC 0.00% Add +6.7% 208 $21K
First Community Trust NA 0.02% No change 210 $21K
Valued Wealth Advisors LLC 0.01% Reduce -5.1% 203 $20K
PSI Advisors, LLC 0.01% No change 200 $20K
Archer Investment Corp 0.01% No change 199 $20K
AdvisorNet Financial, Inc 0.00% Add +1.2% 175 $17K
Gould Capital, LLC 0.01% No change 168 $17K
Integrated Investment Consultants, LLC 0.00% New 16,161 $16K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 157 $15K
Concourse Financial Group Securities, Inc. 0.00% Reduce -71.4% 152 $15K
Independence Bank of Kentucky 0.00% No change 150 $15K
Montag A & Associates Inc. 0.00% Reduce -99.3% 150 $15K
MCF Advisors LLC 0.00% Reduce -77.8% 148 $15K
Raleigh Capital Management Inc. 0.01% Reduce -72.6% 144 $14K
Dunhill Financial, LLC 0.01% Add +65.1% 142 $14K
Bell Investment Advisors, Inc 0.00% Add +3.8% 137 $14K
Frazier Financial Advisors, LLC 0.01% Reduce -17.1% 136 $13K
Earned Wealth Advisors, LLC 0.00% New 134 $13K
Zions Bancorporation, N.A. 0.00% Reduce -19.8% 134 $13K
True Wealth Design, LLC 0.00% Add +693.8% 127 $13K
Ruedi Wealth Management, Inc. 0.00% Reduce -3.2% 120 $12K
DT Investment Partners, LLC 0.00% No change 120 $12K
Jaffetilchin Investment Partners, LLC 0.00% New 114 $11K
Godsey & Gibb, Inc. 0.00% New 111 $11K
JNBA Financial Advisors 0.00% No change 109 $11K
Park Place Capital Corp 0.00% No change 108 $11K
West Paces Advisors Inc. 0.00% No change 107 $11K
CNB Bank 0.00% Reduce -31.6% 106 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -25.0% 102 $10K
Kings Path Partners LLC 0.00% No change 100 $10K
Darwin Wealth Management, LLC 0.00% New 100 $10K
Abound Wealth Management 0.00% No change 96 $9K
Continuum Advisory, LLC 0.00% Add +60.4% 77 $9K
Meeder Asset Management Inc. 0.00% Reduce -69.0% 87 $9K
Rakuten Securities, Inc. 0.00% Reduce -5.7% 83 $8K
Semmax Financial Advisors Inc. 0.00% No change 67 $8K
SJS Investment Consulting Inc. 0.00% Reduce -6.3% 75 $7K
Raffa Wealth Management, LLC 0.00% No change 75 $7K
WASHINGTON TRUST Co 0.00% Reduce -24.0% 73 $7K
Private Wealth Management Group, LLC 0.00% Add +2.9% 72 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -7.3% 64 $6K
Crewe Advisors LLC 0.00% Reduce -32.6% 64 $6K
Colonial Trust Co / SC 0.00% New 62 $6K
Financial Management Professionals, Inc. 0.00% Add +225.0% 65 $6K
Aspect Partners, LLC 0.00% No change 60 $6K
Iron Horse Wealth Management, LLC 0.00% No change 60 $6K
HM Payson & Co. 0.00% Add +56.8% 58 $6K
Stephens Consulting, LLC 0.00% No change 56 $6K
Ossiam 0.00% Reduce -95.2% 52 $5K
Reston Wealth Management LLC 0.00% New 51 $5K
Macroview Investment Management LLC 0.00% No change 47 $5K
Sachetta, LLC 0.00% Reduce -30.3% 46 $5K
WR Wealth Planners, LLC 0.00% No change 46 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 45 $4K
Carolinas Wealth Consulting LLC 0.00% Reduce -63.2% 42 $4K
Truvestments Capital LLC 0.00% New 41 $4K
SouthState Bank Corp 0.00% No change 38 $4K
Redmont Wealth Advisors LLC 0.01% No change 37 $4K
Trifecta Capital Advisors, LLC 0.00% No change 34 $3K
Oakworth Capital, Inc. 0.00% New 34 $3K
Hudson Edge Investment Partners Inc. 0.00% No change 33 $3K
Addison Advisors LLC 0.00% No change 32 $3K
Red Tortoise LLC 0.00% No change 31 $3K
Avion Wealth 0.00% Reduce -28.6% 35 $3K
REAP Financial Group, LLC 0.00% Reduce -80.8% 27 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 24 $2K
Cornerstone Planning Group LLC 0.00% Add +133.3% 21 $2K
Ancora Advisors LLC 0.00% Add +16.7% 21 $2K
Harbor Investment Advisory, LLC 0.00% Reduce -12.5% 21 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -92.6% 24 $2K
North Star Investment Management Corp. 0.00% No change 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -20.8% 19 $2K
Anfield Capital Management, LLC 0.00% No change 18 $2K
Tortoise Investment Management, LLC 0.00% No change 18 $2K
Heritage Wealth Advisors 0.00% New 16 $2K
Anchor Investment Management, LLC 0.00% No change 15 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.2% 12 $1K
Voisard Asset Management Group, Inc. 0.00% New 10 $987
ClariVest Asset Management LLC 0.00% No change 7 $728
Cherry Tree Wealth Management, LLC 0.00% No change 6 $593
Beacon Capital Management, LLC 0.00% No change 5 $496
First Personal Financial Services 0.00% New 5 $494
Chesapeake Asset Management LLC 0.00% New 5 $493
Highline Wealth Partners LLC 0.00% Reduce -16.7% 5 $493
Nvwm, LLC 0.00% Reduce -50.0% 5 $493
SOA Wealth Advisors, LLC. 0.00% No change 4 $409
Riggs Asset Managment Co. Inc. 0.00% New 4 $395
Sunbelt Securities, Inc. 0.00% No change 4 $393
Country Trust Bank 0.00% No change 3 $296
Legacy Investment Solutions, LLC 0.00% — 2 $234
Legacy Wealth Managment, LLC 0.00% — 2 $234
Mendota Financial Group, LLC 0.00% New 1 $99
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $0

"% of holder's portfolio" is PCAR's weight in each manager's 13F, not the share of Paccar Inc. the manager owns.