PaccarPCAR

13F holders, Q4 2024 (December 31)
1,012holders +52
87new positions
85sold out
9famous investors
$104.22avg. 13F price*

At the end of Q4 2024, 1,012 institutions reported holding Paccar Inc. (PCAR) in their 13F filings, up 52 from Q3 2024. 87 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($6.4B), BlackRock, Inc. ($3.8B) and State Street Corp. ($2.4B). 9 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 Jeremy Grantham (0.1% of GMO's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions87$171.8M
Exits85$301.6M

All 13F filers, Q3 2024 → Q4 2024: 20,548,040 shares bought and 20,263,650 shares sold, net +284,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,012 holders

Vanguard Group Inc. 0.11% Reduce -0.3% 61,882,409 $6.4B
BlackRock, Inc. 0.08% Add +2.3% 36,623,812 $3.8B
State Street Corp. 0.10% Add +1.9% 22,630,464 $2.4B
Wellington Management Group LLP 0.32% Add +25.1% 16,798,765 $1.7B
Bank of America Corp. 0.12% Reduce -9.0% 12,500,382 $1.3B
Geode Capital Management, LLC 0.10% Add +3.0% 12,242,288 $1.3B
Massachusetts Financial Services Co. 0.35% Add +5.6% 10,767,134 $1.1B
FMR LLC 0.05% Add +1.9% 8,791,660 $914.5M
Morgan Stanley 0.06% Add +15.0% 7,572,115 $787.7M
Northern Trust Corp. 0.11% Add +8.5% 7,202,358 $749.2M
Capital International Investors 0.12% Add +0.0% 6,013,883 $625.6M
Dimensional Fund Advisors LP 0.15% Add +5.5% 6,006,859 $624.8M
Fisher Asset Management 0.21% Add +0.2% 5,193,217 $540.2M
Norges Bank 0.07% Reduce -5.3% 5,065,579 $526.9M
Invesco Ltd. 0.09% Reduce -1.7% 4,755,151 $494.6M
JPMorgan Chase & Co. 0.03% Add +12.1% 3,941,495 $410.0M
UBS Group AG 0.09% Add +154.5% 3,850,033 $400.5M
Goldman Sachs Group Inc. 0.07% Reduce -23.3% 3,627,966 $377.4M
US Bancorp \de 0.49% Reduce -0.0% 3,625,723 $377.1M
Bank of New York Mellon Corp 0.07% Add +1.8% 3,505,964 $364.7M
Legal & General Group Plc 0.10% Reduce -0.1% 3,505,099 $364.6M
First Trust Advisors LP 0.30% Add +5.5% 3,287,538 $342.0M
Principal Financial Group Inc. 0.19% Reduce -3.5% 3,280,271 $341.2M
Alliancebernstein L.P. 0.11% Add +2.0% 3,200,694 $332.9M
Charles Schwab Investment Management Inc. 0.06% Add +3.2% 3,149,396 $327.6M
Capital Research Global Investors 0.06% Add +21.6% 3,011,888 $313.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +16.4% 2,898,186 $301.5M
Madison Asset Management, LLC 2.87% Add +5.3% 2,448,096 $254.7M
Madison Investment Advisors, LLC 2.87% — 2,448,096 $254.7M
Clarius Group, LLC 16.55% Add +0.8% 2,329,473 $242.3M
TD Asset Management Inc 0.21% Reduce -9.1% 2,286,852 $237.9M
Corient Private Wealth LP 0.39% Reduce -4.2% 2,282,014 $237.4M
Hotchkis & Wiley Capital Management LLC 0.74% Reduce -1.1% 2,144,696 $223.1M
Deutsche Bank AG 0.08% Reduce -3.8% 1,995,981 $207.6M
HSBC Holdings PLC 0.12% Add +10.3% 1,906,088 $198.2M
Epoch Investment Partners, Inc. 0.94% Add +20.8% 1,871,934 $194.7M
Royal Bank of Canada 0.04% Add +6.0% 1,786,785 $185.9M
Swiss National Bank 0.10% Reduce -4.8% 1,480,825 $154.0M
National Pension Service 0.14% Reduce -11.7% 1,447,692 $150.6M
Barclays PLC 0.07% Add +7.8% 1,354,213 $140.9M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +0.3% 1,308,529 $136.1M
BNP Paribas Financial Markets 0.10% Add +84.6% 1,257,956 $130.9M
Wells Fargo & Company 0.03% Reduce -7.9% 1,228,551 $127.8M
Amundi 0.04% Reduce -45.1% 1,168,099 $126.7M
NorthCoast Asset Management LLC 0.60% Add +3.8% 1,182,785 $123.0M
Nuveen Asset Management, LLC 0.03% Reduce -1.9% 1,056,052 $109.9M
Victory Capital Management Inc. 0.11% Reduce -3.4% 1,043,649 $108.6M
Natixis Advisors, LLC 0.20% Add +20.8% 1,042,761 $108.5M
California Public Employees Retirement System 0.07% Reduce -6.5% 1,036,543 $107.8M
Baird Financial Group, Inc. 0.20% Reduce -0.6% 1,025,721 $106.7M
Rhumbline Advisers 0.10% Reduce -1.4% 1,024,119 $106.5M
Gates Foundation Trust 0.25% No change 1,000,000 $104.0M
Manufacturers Life Insurance Company, The 0.09% Add +162.2% 943,062 $98.1M
Royal London Asset Management Ltd. 0.22% Reduce -4.1% 873,087 $90.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +4.9% 860,827 $90.3M
California State Teachers Retirement System 0.10% Add +2.1% 854,736 $88.9M
Ameriprise Financial Inc. 0.02% Reduce -15.4% 843,885 $88.0M
T. Rowe Price Associates Inc. 0.01% Add +1.1% 791,944 $82.4M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -26.7% 788,010 $82.0M
Washington Trust Bank 7.61% Reduce -0.0% 762,180 $79.3M
New York State Common Retirement Fund 0.10% Reduce -0.8% 736,969 $76.7M
AXA S.A. 0.23% Reduce -18.2% 727,149 $75.6M
Allianz Asset Management GmbH 0.11% Reduce -49.2% 725,421 $75.5M
Evergreen Capital Management LLC 2.42% Add +2.2% 694,471 $74.3M
KBC Group NV 0.20% Add +185.7% 688,808 $71.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.26% Add +3.2% 690,665 $71.6M
AQR Capital Management 0.09% Reduce -49.8% 687,133 $71.5M
ProShare Advisors LLC 0.16% Add +19.0% 670,650 $69.8M
Brandywine Global Investment Management, LLC 0.50% Add +91.2% 658,861 $68.5M
J. Safra Sarasin Holding AG 1.12% Add +1.0% 632,491 $65.8M
American Century Companies Inc. 0.04% Add +15.8% 631,369 $65.7M
Bank of Montreal 0.03% Add +9.9% 622,795 $64.8M
Neuberger Berman Group LLC 0.05% Add +1626.7% 605,883 $63.0M
Dorsey & Whitney Trust CO LLC 3.27% Reduce -67.3% 569,439 $59.2M
Envestnet Asset Management Inc. 0.02% Reduce -9.6% 549,792 $57.2M
Citigroup Inc. 0.06% Reduce -20.4% 548,644 $57.1M
DekaBank Deutsche Girozentrale 0.10% No change 547,111 $56.4M
Schroder Investment Management Group 0.05% Reduce -6.2% 537,142 $55.7M
LGT Capital Partners LTD. 2.02% Reduce -11.4% 509,585 $53.0M
Storebrand Asset Management As 0.16% Add +0.5% 497,802 $51.8M
Adage Capital Partners Gp, L.L.C. 0.09% Add +42.4% 489,898 $51.0M
State Board of Administration of Florida Retirement System 0.10% Reduce -6.5% 487,874 $50.7M
CANADA LIFE ASSURANCE Co 0.08% Add +8.8% 462,558 $48.1M
New York State Teachers Retirement System 0.09% Reduce -3.8% 408,460 $42.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% — 407,921 $42.4M
McDaniel Terry & Co. 3.45% Add +4.8% 404,434 $42.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +6.8% 400,778 $41.7M
Nomura Asset Management Co. Ltd. 0.12% Add +125.9% 397,236 $41.3M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -0.4% 384,038 $39.9M
Optimist Retirement Group LLC 18.38% Reduce -1.3% 373,501 $38.9M
Russell Investments Group, Ltd. 0.05% Reduce -9.1% 371,819 $38.7M
First Washington CORP 13.64% Add +5.3% 370,889 $38.6M
Fiducient Advisors LLC 4.70% New 365,929 $38.1M
PNC Financial Services Group, Inc. 0.03% Reduce -1.7% 365,310 $38.0M
Danske Bank A/S 0.11% Add +12.7% 358,268 $37.3M
QRG Capital Management, Inc. 0.38% Reduce -2.9% 356,390 $37.1M
GMO 0.12% Reduce -6.9% 354,072 $36.8M
Citadel Advisors 0.03% Add +11.4% 352,185 $36.6M
Gabelli Funds LLC 0.28% Reduce -0.3% 350,000 $36.4M
Korea Investment CORP 0.08% Add +52.3% 343,238 $35.7M
Assetmark, Inc. 0.10% Reduce -0.6% 336,615 $35.0M
National Bank of Canada 0.05% Reduce -1.0% 336,404 $35.0M
Swedbank AB 0.04% Add +0.3% 332,222 $34.6M
APG Asset Management N.V. 0.10% Add +216.9% 342,500 $34.4M
Millennium Management 0.03% Reduce -69.8% 327,369 $34.1M
Skandinaviska Enskilda Banken AB (publ) 0.15% Add +2.1% 327,949 $34.0M
Teacher Retirement System of Texas 0.12% Reduce -5.7% 318,823 $33.2M
KLP Kapitalforvaltning As 0.16% — 308,336 $32.9M
Aviva PLC 0.09% Add +65.7% 315,286 $32.8M
Susquehanna Fundamental Investments, LLC 0.55% — 313,812 $32.6M
Vest Financial, LLC 0.57% Add +13.1% 308,356 $32.1M
Canada Pension Plan Investment Board 0.03% Reduce -20.0% 304,659 $31.7M
AlTi Global, Inc. 0.76% New 294,795 $31.5M
LSV Asset Management 0.07% Reduce -49.1% 301,900 $31.4M
State of Wisconsin Investment Board 0.08% Reduce -14.6% 297,792 $31.0M
Raymond James Financial Inc. 0.01% — 292,639 $30.4M
Robeco Institutional Asset Management B.V. 0.06% Reduce -44.8% 283,701 $29.5M
Prudential Financial Inc. 0.04% Reduce -19.9% 282,394 $29.4M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.0% 277,161 $28.8M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -11.0% 270,662 $28.2M
Parcion Private Wealth LLC 2.14% Add +0.9% 268,617 $27.9M
Tocqueville Asset Management L.P. 0.43% Reduce -9.8% 263,260 $27.4M
Pinebridge Investments, L.P. 0.21% Reduce -19.6% 262,243 $27.3M
Mercer Global Advisors Inc. 0.07% Reduce -5.9% 260,620 $27.1M
Public Employees Retirement System of Ohio 0.09% Reduce -7.9% 256,319 $26.7M
Swiss Life Asset Management Ltd 0.19% Add +75.4% 252,972 $26.3M
Cwm, LLC 0.11% Reduce -3.7% 252,667 $26.3M
Pictet Asset Management Holding SA 0.03% Reduce -8.7% 248,816 $25.9M
Walleye Capital LLC 0.27% Add +1122.8% 247,513 $25.7M
Susquehanna International Group, LLP 0.04% Add +208.0% 239,771 $24.9M
Credit Agricole S A 0.08% Add +556.3% 239,281 $24.9M
Aberdeen Group plc 0.05% Reduce -6.4% 231,597 $24.0M
Treasurer of the State of North Carolina 0.09% Reduce -23.6% 228,792 $23.8M
HighTower Advisors, LLC 0.03% Reduce -4.7% 221,513 $23.0M
Norris Perne & French LLP 1.65% Add +40.1% 219,302 $22.8M
Nisa Investment Advisors, LLC 0.09% Reduce -0.2% 212,957 $22.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +10.1% 214,064 $22.3M
DNB Asset Management AS 0.10% Add +11.8% 213,225 $22.2M
LPL Financial LLC 0.01% Add +6.1% 212,405 $22.1M
Distillate Capital Partners LLC 1.08% Reduce -53.8% 211,681 $22.0M
Verition Fund Management LLC 0.11% Add +615.6% 207,226 $21.6M
Mn Services Vermogensbeheer B.V. 0.14% Add +1.8% 206,619 $21.5M
Asset Management One Co., Ltd. 0.07% Reduce -0.1% 203,200 $21.2M
Stifel Financial Corp. 0.02% Reduce -3.6% 204,143 $21.2M
State of New Jersey Common Pension Fund D 0.08% Reduce -0.5% 191,866 $20.0M
Forsta Ap-Fonden 0.14% Reduce -0.8% 183,000 $19.0M
Toronto Dominion Bank 0.04% Reduce -22.7% 182,819 $19.0M
Moran Wealth Management, LLC 0.61% Reduce -17.2% 182,642 $19.0M
CIBC Asset Management Inc 0.06% Add +10.7% 180,027 $18.7M
Rafferty Asset Management, LLC 0.06% Add +5.2% 171,010 $17.8M
Lansforsakringar Fondforvaltning AB (publ) 0.07% — 170,686 $17.8M
Heritage Investors Management Corp. 0.57% Reduce -0.6% 170,626 $17.7M
Badgley Phelps Wealth Managers, LLC 0.40% Add +0.1% 159,235 $17.0M
D.A. Davidson & Co. 0.14% Reduce -0.7% 162,569 $16.9M
Allspring Global Investments Holdings, LLC 0.03% Reduce -72.5% 161,196 $16.7M
Corebridge Financial, Inc. 0.09% Reduce -2.2% 159,396 $16.6M
State of Michigan Retirement System 0.09% Add +0.3% 158,366 $16.5M
Voya Investment Management LLC 0.02% Add +41.8% 158,210 $16.5M
Calamos Advisors LLC 0.11% No change 155,727 $16.2M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -6.8% 154,308 $16.1M
Mediolanum International Funds Ltd 0.21% Add +21.4% 154,536 $16.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -5.0% 153,294 $16.0M
Granite Investment Partners, LLC 0.69% Reduce -0.4% 153,394 $16.0M
Comerica Bank 0.06% Reduce -2.7% 153,239 $15.9M
Quantinno Capital Management LP 0.16% Add +39.2% 152,141 $15.8M
Arizona State Retirement System 0.10% Add +0.1% 150,412 $15.6M
Macquarie Group Ltd. 0.02% Add +23.8% 166,137 $15.1M
State of Tennessee, Department of Treasury 0.05% Add +49.0% 142,951 $14.9M
Mengis Capital Management, Inc. 3.02% Reduce -26.0% 141,542 $14.7M
Peak Asset Management, LLC 2.67% Reduce -0.2% 138,684 $14.4M
MetLife Investment Management, LLC 0.08% Add +1.8% 138,594 $14.4M
Bogart Wealth, LLC 0.68% Reduce -1.1% 138,484 $14.4M
Varma Mutual Pension Insurance Co 0.11% Reduce -18.5% 137,983 $14.4M
Manning & Napier Advisors LLC 0.16% Reduce -7.9% 136,588 $14.2M
Franklin Resources Inc. 0.00% Reduce -29.0% 135,964 $14.1M
Texas Yale Capital Corp. 0.57% Reduce -1.7% 135,778 $14.1M
STRS Ohio 0.06% Reduce -6.0% 134,889 $14.0M
Guggenheim Capital LLC 0.11% Reduce -23.2% 131,083 $13.6M
Twin Tree Management, LP 0.32% Add +42.0% 129,306 $13.5M
Sei Investments Co. 0.02% Add +3.6% 126,268 $13.1M
Caisse de depot et placement du Quebec 0.03% Reduce -89.0% 123,672 $12.9M
Nissay Asset Management Corp. /Japan 0.08% Add +3.5% 118,660 $12.4M
Globeflex Capital L P 1.05% No change 119,066 $12.4M
Paradiem, LLC 3.21% Add +0.3% 115,036 $12.0M
D. E. Shaw & Co. 0.01% Reduce -88.1% 114,988 $12.0M
Ethic Inc. 0.24% Add +11.9% 114,662 $11.9M
Shellback Capital, LP 0.82% New 114,158 $11.9M
Czech National Bank 0.11% Add +6.5% 113,679 $11.8M
Retirement Systems of Alabama 0.04% Reduce -0.8% 113,517 $11.8M
Illinois Municipal Retirement Fund 0.17% Reduce -3.4% 112,559 $11.7M
Empowered Funds, LLC 0.17% Reduce -39.8% 112,374 $11.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -2.3% 111,482 $11.6M
Vontobel Holding Ltd. 0.04% Add +2.5% 109,468 $11.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Reduce -8.8% 107,061 $11.1M
Daiwa Securities Group Inc. 0.05% Add +6.6% 105,718 $11.0M
Amalgamated Bank 0.09% Reduce -6.7% 104,926 $10.9M
Bristlecone Advisors, LLC 0.83% Add +1.4% 102,449 $10.7M
Glenmede Trust Co. NA 0.05% Reduce -1.4% 102,379 $10.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +14.8% 100,389 $10.4M
B. Metzler seel. Sohn & Co. AG 0.11% Add +357.7% 100,063 $10.4M
Handelsbanken Fonder AB 0.04% Add +11.6% 99,966 $10.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -87.5% 99,783 $10.4M
GF Fund Management Co. LTD. 0.22% — 99,367 $10.3M
Thrivent Financial for Lutherans 0.02% Reduce -23.8% 98,155 $10.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.54% No change 95,397 $10.2M
IFM Investors Pty Ltd 0.10% Reduce -7.7% 95,893 $10.0M
Cibc World Markets Corp. 0.06% Add +14.1% 94,321 $9.8M
Ilmarinen Mutual Pension Insurance Co 0.08% Add +76.2% 92,500 $9.6M
USS Investment Management Ltd 0.07% Add +14.6% 91,943 $9.6M
Van Eck Associates Corp. 0.01% Reduce -2.9% 91,757 $9.5M
Flputnam Investment Management Co. 0.17% Reduce -8.8% 90,533 $9.4M
Tokio Marine Asset Management Co. Ltd. 0.33% Add +508.2% 89,865 $9.3M
Brighton Jones LLC 0.27% Add +0.3% 89,001 $9.3M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -16.1% 87,893 $9.1M
W1M Asset Management Ltd 0.78% New 87,767 $9.1M
Alaska Permanent Fund Corp 0.13% No change 86,699 $9.0M
Natixis 0.06% New 86,075 $9.0M
Cullen/Frost Bankers, Inc. 0.12% Add +8.2% 85,719 $8.9M
Utah Retirement Systems 0.10% Add +0.2% 85,229 $8.9M
Moore Capital Management, LP 0.18% New 85,201 $8.9M
Ancora Advisors LLC 0.20% Add +403357.1% 84,726 $8.8M
Oppenheimer Asset Management Inc. 0.10% Add +4.5% 83,058 $8.6M
Mackenzie Financial Corp. 0.01% Add +6.2% 81,219 $8.4M
Nordea Investment Management AB 0.01% Reduce -94.8% 80,788 $8.4M
Concentric Capital Strategies, LP 0.52% New 79,957 $8.3M
Appian Way Asset Management LP 1.91% New 79,923 $8.3M
Sirios Capital Management L P 1.47% Reduce -2.9% 78,627 $8.2M
Pathstone Holdings, LLC 0.04% Add +0.7% 78,444 $8.2M
Wealthfront Advisers LLC 0.02% Add +4.3% 78,446 $8.2M
Andra AP-fonden 0.13% Reduce -57.5% 77,350 $8.0M
Foster & Motley Inc. 0.52% Reduce -5.8% 77,174 $8.0M
Police & Firemen's Retirement System of New Jersey 0.08% — 74,714 $7.8M
Bank of Nova Scotia 0.01% Reduce -0.7% 74,667 $7.8M
Xponance LLC 0.07% Add +3.9% 74,319 $7.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +6.7% 74,173 $7.7M
Creative Planning 0.01% Reduce -2.6% 72,697 $7.6M
Mariner, LLC 0.01% Add +2.9% 72,647 $7.6M
Freestone Grove Partners LP 0.09% — 72,532 $7.5M
Johnson Investment Counsel Inc. 0.07% Reduce -3.3% 71,808 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.1% 71,683 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -2.5% 70,365 $7.3M
New York Life Investment Management LLC 0.07% Add +0.8% 70,284 $7.3M
Atria Wealth Solutions, Inc. 0.08% Reduce -6.5% 67,676 $7.2M
Capital International, Inc. 0.08% Add +43.3% 69,024 $7.2M
Pacer Advisors, Inc. 0.02% Add +6.4% 69,019 $7.2M
NEOS Investment Management LLC 0.17% Add +25.2% 68,343 $7.1M
Orion Porfolio Solutions, LLC 0.07% Reduce -4.8% 68,007 $7.1M
Orion Portfolio Solutions, LLC 0.07% Reduce -4.8% 68,007 $7.1M
Eliot Finkel Investment Counsel, LLC 4.49% Reduce -7.0% 67,824 $7.1M
Janus Henderson Group PLC 0.00% Add +1.8% 66,713 $6.9M
Louisiana State Employees Retirement System 0.13% Reduce -4.3% 66,500 $6.9M
Inspire Investing, LLC 0.77% Add +11.8% 65,986 $6.9M
Public Sector Pension Investment Board 0.03% Add +187.4% 65,669 $6.8M
Commonwealth Equity Services, LLC 0.01% Add +2.1% 65,585 $6.8M
Shelton Capital Management 0.17% Reduce -1.5% 65,566 $6.8M
O'shaughnessy Asset Management, LLC 0.06% Add +9.7% 65,398 $6.8M
Ensign Peak Advisors, Inc 0.01% Reduce -25.8% 64,724 $6.7M
Isthmus Partners, LLC 0.80% Reduce -0.4% 63,361 $6.6M
Mutual of America Capital Management LLC 0.07% Reduce -2.7% 62,819 $6.5M
Assenagon Asset Management S.A. 0.01% Reduce -46.9% 62,276 $6.5M
Generali Asset Management SPA SGR 0.16% — 61,880 $6.4M
GHP Investment Advisors, Inc. 0.30% Add +7.7% 61,741 $6.4M
Advisors Asset Management, Inc. 0.12% Add +18.6% 61,628 $6.4M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +2259.1% 60,511 $6.3M
State of Alaska, Department of Revenue 0.07% Reduce -42.7% 59,788 $6.2M
Cerity Partners LLC 0.01% Reduce -3.1% 58,524 $6.0M
Kinsale Capital Group, Inc. 1.60% Add +12.7% 57,245 $6.0M
M&T Bank Corp 0.02% Reduce -9.5% 56,932 $5.9M
iA Global Asset Management Inc. 0.10% Reduce -21.2% 56,511 $5.9M
Capital Wealth Planning, LLC 0.05% Add +10.5% 56,193 $5.8M
Harbour Investment Management LLC 2.54% No change 54,202 $5.8M
Vanguard Personalized Indexing Management, LLC 0.09% Add +8.3% 54,845 $5.7M
Mitchell Capital Management Co. 0.99% New 54,472 $5.7M
Captrust Financial Advisors 0.02% Add +3.2% 54,003 $5.6M
PEAK6 LLC 0.22% — 53,866 $5.6M
Nomura Holdings Inc. 0.03% Add +44.8% 51,734 $5.4M
PGGM Investments 0.07% Reduce -49.3% 51,643 $5.4M
Richard Bernstein Advisors LLC 0.12% No change 49,871 $5.2M
ING Groep NV 0.03% Reduce -35.1% 49,773 $5.2M
Mizuho Securities USA LLC 0.09% Add +46.2% 49,692 $5.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.6% 48,215 $5.0M
Erste Asset Management GmbH 0.06% Reduce -92.5% 47,843 $5.0M
Avanza Fonder AB 0.15% — 47,389 $4.9M
Nwam LLC 0.30% Add +1.6% 46,164 $4.8M
Great Valley Advisor Group, Inc. 0.11% Add +7.3% 46,060 $4.8M
Fifth Third Bancorp 0.02% Add +0.4% 45,818 $4.8M
Coldstream Capital Management Inc. 0.10% Add +26.5% 45,696 $4.8M
Lifeworks Advisors, LLC 0.86% Add +9.4% 45,581 $4.7M
QV Investors Inc. 0.49% Reduce -2.0% 45,505 $4.7M
Profund Advisors LLC 0.17% Add +9.8% 45,306 $4.7M
Oregon Public Employees Retirement Fund 0.09% Add +0.3% 44,957 $4.7M
Hudson Capital Management LLC 1.48% Reduce -0.7% 44,347 $4.6M
Cetera Investment Advisers 0.01% Add +20.2% 44,075 $4.6M
Brown Advisory Inc. 0.01% Reduce -0.9% 43,744 $4.6M
New Age Alpha Advisors, LLC 0.18% New 43,335 $4.5M
Watchman Group, Inc. 1.15% Reduce -2.6% 42,227 $4.4M
Tower Research Capital LLC (TRC) 0.09% Add +60.1% 41,898 $4.4M
Candriam S.C.A. 0.03% No change 41,692 $4.3M
Steward Partners Investment Advisory, LLC 0.04% Add +0.2% 41,454 $4.3M
Janney Montgomery Scott LLC 0.01% Add +4.7% 40,218 $4.2M
Vident Advisory, LLC 0.07% Add +11.7% 40,178 $4.2M
Leuthold Group, LLC 0.50% Reduce -3.4% 40,172 $4.2M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.1% 39,651 $4.1M
JLB & Associates Inc. 0.56% Add +13.5% 39,587 $4.1M
Stance Capital LLC 2.53% — 39,303 $4.1M
MML Investors Services, LLC 0.01% Reduce -11.9% 39,104 $4.1M
Insight Wealth Strategies, LLC 0.54% Add +21.6% 39,041 $4.1M
UniSuper Management Pty Ltd 0.03% Add +17.6% 38,955 $4.1M
Caisse Des Depots Et Consignations 0.20% — 38,766 $4.0M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -0.8% 38,752 $4.0M
Cornerstone Advisors, LLC 0.16% No change 38,300 $4.0M
Walleye Trading LLC 0.08% Reduce -0.0% 38,153 $4.0M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -8.7% 37,940 $3.9M
Delta Capital Management LLC 2.26% Reduce -0.1% 37,570 $3.9M
Cresset Asset Management, LLC 0.02% Reduce -55.5% 36,172 $3.9M
Frank, Rimerman Advisors LLC 0.28% Add +1.4% 37,040 $3.9M
Truist Financial Corp. 0.01% Reduce -18.3% 36,680 $3.8M
Bessemer Group Inc. 0.01% Add +0.9% 36,438 $3.8M
Elo Mutual Pension Insurance Co 0.08% Reduce -21.5% 36,322 $3.8M
Kentucky Retirement Systems 0.11% Reduce -1.4% 36,024 $3.7M
HB Wealth Management, LLC 0.04% Add +9.3% 35,661 $3.7M
Johnson Financial Group, Inc. 0.18% Add +145.2% 33,417 $3.7M
OMERS ADMINISTRATION Corp 0.03% Reduce -12.8% 34,786 $3.6M
Cairn Investment Group, Inc. 2.04% Reduce -0.4% 33,441 $3.5M
Lakeside Advisors, INC. 2.29% Add +46.0% 33,268 $3.5M
UMB Bank, n.a. 0.05% Reduce -0.1% 33,266 $3.5M
Sanctuary Advisors, LLC 0.02% Add +0.1% 30,037 $3.4M
Hartford Investment Management Co. 0.11% Reduce -1.9% 32,344 $3.4M
GAMCO Investors 0.04% Reduce -5.8% 32,302 $3.4M
Monument Capital Management 0.92% Add +1.5% 32,072 $3.3M
First American Trust, FSB 0.33% New 31,981 $3.3M
Nilsine Partners, LLC 0.36% Add +8.0% 31,936 $3.3M
Harvest Fund Management Co., Ltd 0.15% Add +32.4% 31,980 $3.3M
Robinswood Financial LLC 1.24% Add +0.1% 31,603 $3.3M
Woodline Partners LP 0.02% New 31,486 $3.3M
Advisory Services Network, LLC 0.06% Reduce -23.7% 31,462 $3.3M
Fortitude Advisory Group L.L.C. 1.97% Add +0.8% 31,456 $3.3M
Burney Co./ 0.11% Reduce -16.9% 30,550 $3.2M
Alps Advisors Inc. 0.02% Reduce -0.3% 30,100 $3.1M
Brevan Howard Capital Management LP 0.08% Add +23.1% 29,967 $3.1M
Norinchukin Bank, The 0.07% Add +11.2% 29,907 $3.1M
Princeton Global Asset Management LLC 0.58% Add +3.3% 29,580 $3.1M
Osaic Holdings, Inc. 0.01% Add +5.3% 36,686 $3.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -42.0% 29,159 $3.0M
Kiley Juergens Wealth Management, LLC 0.75% Reduce -1.6% 28,603 $3.0M
LMR Partners LLP 0.07% New 28,476 $3.0M
Securian Asset Management, Inc. 0.09% Reduce -2.8% 28,178 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Add +82.3% 28,159 $2.9M
Groupe la Francaise 0.07% — 28,052 $2.9M
Private Advisor Group, LLC 0.02% Add +6.3% 27,755 $2.9M
one8zero8, LLC 0.62% — 27,702 $2.9M
Oppenheimer & Co. Inc. 0.04% Add +0.1% 27,603 $2.9M
Maryland State Retirement & Pension System 0.06% Reduce -6.4% 27,466 $2.9M
Ieq Capital, LLC 0.03% Reduce -0.1% 26,892 $2.8M
Great Lakes Advisors, LLC 0.02% Reduce -1.8% 26,738 $2.8M
Commerce Bank 0.02% Reduce -2.7% 26,459 $2.8M
Canada Post Corp Registered Pension Plan 0.16% — 26,430 $2.7M
Hennessy Advisors Inc. 0.08% Reduce -5.7% 26,400 $2.7M
Crossmark Global Holdings, Inc. 0.05% Add +0.7% 25,972 $2.7M
Caprock Group, LLC 0.09% Add +1.7% 25,146 $2.7M
Worldquant Millennium Advisors LLC 0.02% Reduce -66.0% 25,717 $2.7M
Allianz SE 0.07% No change 25,741 $2.7M
Zurich Insurance Group Ltd 0.02% Add +22.5% 25,536 $2.7M
McIlrath & Eck, LLC 0.34% Reduce -9.7% 25,346 $2.6M
Applied Capital LLC 2.05% Reduce -0.5% 25,086 $2.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% New 25,000 $2.6M
New Mexico Educational Retirement Board 0.09% Reduce -2.7% 24,979 $2.6M
Heritage Trust Co 0.30% — 24,602 $2.6M
CHB Investment Group, LLC 1.38% Add +0.1% 24,352 $2.5M
AE Wealth Management LLC 0.02% Add +201.3% 23,959 $2.5M
E. Ohman J:or Asset Management AB 0.06% Add +234.6% 23,890 $2.5M
Zevenbergen Capital Investments LLC 0.05% Add +0.7% 23,445 $2.4M
Whittier Trust Co. 0.03% Add +6.9% 23,274 $2.4M
Empirical Finance, LLC 0.14% Add +29.3% 23,266 $2.4M
Park Avenue Securities LLC 0.02% Reduce -2.9% 23,262 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +3.1% 22,760 $2.4M
Choreo, LLC 0.03% Reduce -2.2% 22,123 $2.4M
Blair William & Co. 0.01% Reduce -10.1% 22,462 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -10.6% 22,455 $2.3M
Laird Norton Wetherby Trust Company, LLC 0.32% Reduce -17.3% 21,817 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +20.3% 22,385 $2.3M
Aspire Capital Advisors LLC 0.66% Add +0.1% 22,301 $2.3M
Mount Lucas Management LP 0.81% Reduce -7.4% 22,250 $2.3M
Ameritas Investment Partners, Inc. 0.07% Add +3.4% 21,790 $2.3M
First National Bank of Mount Dora, Trust Investment Services 0.53% Add +4.8% 21,621 $2.2M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -0.1% 21,561 $2.2M
Cascade Investment Advisors, Inc. 1.43% Reduce -3.5% 21,397 $2.2M
Sowell Financial Services LLC 0.12% Add +2.9% 21,114 $2.2M
Twin Capital Management Inc. 0.24% Reduce -0.8% 21,009 $2.2M
Plato Investment Management Ltd 0.16% Add +12.0% 20,897 $2.2M
Vestcor Inc 0.07% Add +14.1% 20,794 $2.2M
Mirabella Financial Services LLP 0.20% New 20,707 $2.2M
Achmea Investment Management B.V. 0.04% Reduce -84.5% 20,633 $2.1M
South Dakota Investment Council 0.04% No change 20,614 $2.1M
Lester Murray Antman dba SimplyRich 0.59% Add +1.0% 19,808 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -72.3% 19,701 $2.0M
Praxis Investment Management Inc. 0.13% New 19,070 $2.0M
Valley National Advisers Inc. 0.36% Add +0.6% 19,063 $2.0M
Keybank National Association 0.01% Add +0.1% 18,908 $2.0M
NewEdge Advisors, LLC 0.01% Add +21.1% 18,890 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -1.9% 18,881 $2.0M
Pacific Sage Partners, LLC 0.43% Add +0.8% 18,167 $1.9M
EP Wealth Advisors, LLC 0.02% Reduce -2.0% 18,157 $1.9M
&partners 0.02% Add +18.6% 17,822 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +106.5% 17,893 $1.9M
Metis Global Partners, LLC 0.06% Add +5.2% 17,618 $1.8M
Howard Capital Management, LLC 0.03% Add +5.9% 17,504 $1.8M
Archford Capital Strategies, LLC 0.27% Add +0.5% 17,418 $1.8M
Applied Finance Capital Management, LLC 0.08% Add +9.3% 17,264 $1.8M
Intech Investment Management LLC 0.02% Reduce -47.4% 17,253 $1.8M
JT Stratford LLC 0.29% Add +4.5% 16,688 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 16,648 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +4.8% 16,577 $1.7M
Squarepoint Ops LLC 0.00% Add +11.9% 16,557 $1.7M
Apollon Wealth Management, LLC 0.04% Reduce -2.2% 16,548 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -9.3% 16,423 $1.7M
Beverly Hills Private Wealth, LLC 0.35% Reduce -15.2% 16,333 $1.7M
AIA Group Ltd 0.04% Reduce -24.2% 16,228 $1.7M
Lodestone Wealth Management LLC 0.85% Reduce -15.1% 16,222 $1.7M
Brookstone Capital Management 0.02% Add +632.7% 16,142 $1.7M
Insight Inv LLC 1.16% Add +3.2% 16,047 $1.7M
Horizon Investments, LLC 0.05% Add +1.9% 15,955 $1.7M
Leeward Financial Partners, LLC 0.59% Reduce -10.4% 15,935 $1.7M
Net Worth Advisory Group 0.50% Add +2.5% 15,904 $1.7M
RAM Investment Partners, LLC 0.40% Add +0.3% 15,668 $1.6M
Kennondale Capital Management LLC 1.75% — 15,601 $1.6M
Hohimer Wealth Management, LLC 0.31% Reduce -1.8% 15,562 $1.6M
Y-Intercept (Hong Kong) Ltd 0.11% Add +116.4% 15,559 $1.6M
Steel Grove Capital Advisors, LLC 0.23% Reduce -2.1% 15,499 $1.6M
Allstate Corp. 0.05% New 15,425 $1.6M
1832 Asset Management L.P. 0.00% Reduce -55.0% 15,382 $1.6M
Columbia Bank 0.55% No change 14,475 $1.6M
Bokf, NA 0.03% Add +2.7% 14,957 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +8.1% 14,748 $1.5M
Sumitomo Life Insurance Co. 0.03% Reduce -3.4% 14,683 $1.5M
Harvest Portfolios Group Inc. 0.05% Add +35.6% 14,666 $1.5M
Park National Corp. 0.06% Add +0.1% 14,582 $1.5M
Wayfinding Financial, LLC 0.80% No change 13,957 $1.5M
Abc Arbitrage SA 0.21% — 14,266 $1.5M
SPC Financial, Inc. 0.13% Add +1.8% 14,147 $1.5M
Twelve Points Wealth Management LLC 0.42% Add +16.1% 13,987 $1.5M
Bluespring Wealth Management, LLC 0.15% Reduce -7.2% 13,535 $1.4M
Donoghue Forlines LLC 0.48% New 13,893 $1.4M
Nebula Research & Development LLC 0.17% Add +45.4% 13,807 $1.4M
Point72 Italy, S.r.l. 0.79% New 13,792 $1.4M
BNP Paribas 0.02% No change 13,815 $1.4M
J.W. Cole Advisors, Inc. 0.06% Add +0.0% 13,699 $1.4M
Fiduciary Trust Co 0.02% Add +2.8% 13,382 $1.4M
Lido Advisors, LLC 0.01% Add +21.9% 13,008 $1.4M
Hall Laurie J Trustee 0.46% No change 13,371 $1.4M
Boit C F David 0.70% No change 13,330 $1.4M
SteelPeak Wealth, LLC 0.06% Reduce -37.6% 12,689 $1.4M
Wedbush Securities Inc. 0.05% Reduce -10.5% 13,314 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -7.0% 12,753 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -9.0% 12,919 $1.3M
Bar Harbor Wealth Management 0.09% Reduce -40.1% 12,882 $1.3M
Savant Capital, LLC 0.01% Add +11.9% 12,539 $1.3M
Quantbot Technologies LP 0.05% Reduce -77.3% 12,412 $1.3M
United Services Automobile Association 0.04% No change 12,380 $1.3M
Chase Investment Counsel Corp. 0.41% No change 12,200 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -32.8% 12,127 $1.3M
Canandaigua National Bank & Trust Co. 0.12% Reduce -2.1% 12,063 $1.3M
Stoneridge Investment Partners LLC 0.45% Reduce -0.8% 12,048 $1.3M
London Co. of Virginia 0.01% No change 11,992 $1.2M
Greenleaf Trust 0.01% Add +2.5% 11,843 $1.2M
Everett Harris & Co. 0.02% Add +0.4% 11,836 $1.2M
CX Institutional 0.05% Add +5.2% 11,829 $1.2M
Focus Partners Wealth 0.00% Add +11.8% 11,792 $1.2M
Easterly Investment Partners LLC 0.09% Add +59.1% 11,575 $1.2M
Castle Rock Wealth Management, LLC 0.29% No change 11,357 $1.2M
HighPoint Advisor Group LLC 0.07% Add +1.8% 11,322 $1.2M
Gallo Partners, LP 0.89% — 11,515 $1.2M
Meeder Advisory Services, Inc. 0.07% Reduce -3.0% 11,375 $1.2M
Townsquare Capital LLC 0.01% Add +1.8% 11,332 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -3.1% 11,300 $1.2M
Intellectus Partners, LLC 0.26% Add +1.5% 10,880 $1.2M
ZEGA Investments, LLC 0.34% — 10,500 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -4.6% 11,089 $1.2M
CI Investments Inc. 0.00% Add +372.5% 10,957 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% No change 10,565 $1.1M
Virtus Advisers, LLC 0.46% Add +20.5% 10,748 $1.1M
Timber Creek Capital Management LLC 0.32% Reduce -0.0% 10,720 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -20.8% 10,541 $1.1M
Decker Retirement Planning Inc. 0.64% — 10,533 $1.1M
Abn Amro Investment Solutions 0.02% No change 10,268 $1.1M
One Degree Advisors Inc 0.43% No change 9,997 $1.1M
Financial Advocates Investment Management 0.06% Add +0.1% 10,172 $1.1M
Affinity Investment Advisors, LLC 0.88% Reduce -38.7% 10,094 $1.0M
Crestline Management, L.P. 0.04% New 9,971 $1.0M
DecisionMap Wealth Management, LLC 0.82% — 9,970 $1.0M
WINTON GROUP Ltd 0.07% New 9,949 $1.0M
Forum Financial Management, LP 0.02% Reduce -5.3% 9,861 $1.0M
LM Advisors LLC 0.18% New 9,549 $1.0M
Perpetual Ltd 0.01% Reduce -17.6% 9,762 $1.0M
Level Four Advisory Services, LLC 0.04% Reduce -11.2% 9,727 $1.0M
Global Financial Private Client, LLC 0.38% Add +1.0% 9,716 $1.0M
Greykasell Wealth Strategies, Inc. 0.55% — 9,572 $996K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.9% 9,500 $988K
Dakota Wealth Management 0.02% Reduce -0.5% 9,171 $980K
Paradigm Asset Management Co. LLC 0.26% New 9,100 $947K
Synovus Financial Corp. 0.01% Add +2.1% 9,085 $945K
Schwarz Dygos Wheeler Investment Advisors LLC 0.23% New 9,022 $938K
Headinvest, LLC 0.18% Reduce -1.5% 9,000 $936K
Eads & Heald Wealth Management 0.46% Reduce -1.2% 8,918 $928K
Principal Securities, Inc. 0.02% Add +10.8% 8,918 $928K
Beacon Pointe Advisors, LLC 0.01% Reduce -4.7% 8,888 $925K
Fortem Financial Group, LLC 0.36% Add +9.3% 8,820 $917K
China Universal Asset Management Co., Ltd. 0.09% Add +28.3% 8,533 $910K
Capital Investment Counsel, Inc 0.14% Reduce -9.8% 8,725 $908K
NBT Bank, N.A. 0.06% Reduce -11.1% 8,719 $907K
Bleakley Financial Group, LLC 0.03% Reduce -0.2% 8,702 $905K
Uncommon Cents Investing LLC 0.27% Add +0.3% 8,681 $903K
Jones Financial Companies LLLP 0.00% Add +69.6% 8,680 $903K
Wedmont Private Capital 0.05% Add +7.8% 8,417 $897K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.2% 8,592 $894K
RMR Wealth Builders 0.09% Reduce -3.4% 8,591 $894K
Hilltop Holdings Inc. 0.06% Add +3.1% 8,523 $886K
Wealth Group Ltd 0.26% No change 8,500 $884K
Tidal Investments LLC 0.01% Reduce -21.7% 8,474 $881K
Headlands Technologies LLC 0.09% Add +96.7% 8,189 $852K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.4% 8,169 $850K
Clearstead Advisors, LLC 0.01% Reduce -5.6% 8,128 $845K
GAMMA Investing LLC 0.07% Add +15.0% 8,127 $845K
Parallel Advisors, LLC 0.02% Add +3.5% 8,123 $845K
Fruth Investment Management 0.23% Reduce -0.4% 8,107 $843K
Merit Financial Group, LLC 0.02% Add +99.0% 8,089 $841K
Madrona Financial Services, LLC 0.23% Add +1.1% 8,051 $837K
Freestone Capital Holdings, LLC 0.03% Add +7.9% 8,036 $836K
Strategic Investment Advisors / MI 0.09% Add +0.7% 8,003 $832K
STF Management LP 0.37% Add +4.6% 7,989 $831K
Apella Capital, LLC 0.03% Reduce -0.2% 7,956 $828K
MAI Capital Management 0.01% Reduce -2.4% 7,952 $827K
Morningstar Investment Management LLC 0.06% No change 7,837 $815K
Mufg Securities Americas Inc. 0.11% — 7,741 $805K
Insight Wealth Partners, LLC 0.51% No change 7,700 $801K
Crescent Sterling, Ltd. 0.81% No change 7,630 $794K
Ritholtz Wealth Management 0.02% Reduce -1.8% 7,548 $785K
Disciplined Investments, LLC 0.39% Add +0.3% 7,525 $783K
Schneider Downs Wealth Management Advisors, LP 0.15% Reduce -24.0% 7,516 $782K
Capstone Investment Advisors, LLC 0.01% Reduce -58.8% 7,510 $781K
E Fund Management Co., Ltd. 0.04% Add +31.5% 7,470 $777K
Farther Finance Advisors, LLC 0.03% Reduce -9.9% 7,464 $776K
Prudential PLC 0.00% No change 7,374 $767K
Insight Advisors, LLC/ PA 0.13% No change 7,364 $763K
Alpha DNA Investment Management LLC 0.41% Reduce -17.1% 7,267 $756K
Claris Advisors, LLC / Mo / 0.28% Add +1.5% 7,209 $750K
Perigon Wealth Management, LLC 0.02% Add +140.6% 6,782 $742K
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -19.2% 12,539 $742K
Sagespring Wealth Partners, LLC 0.02% — 7,131 $742K
Signet Financial Management, LLC 0.09% Reduce -11.2% 6,995 $728K
Malaga Cove Capital, LLC 0.28% Add +44.4% 6,953 $723K
Retireful, LLC 0.40% New 6,879 $716K
ICICI Prudential Asset Management Co Ltd 0.08% Reduce -0.2% 6,827 $710K
Heartland Bank & Trust Co 0.38% Reduce -3.4% 6,784 $706K
Linden Thomas Advisory Services, LLC 0.09% Add +31.1% 6,762 $703K
Baring Financial LLC 0.62% — 6,694 $696K
Independent Advisor Alliance 0.01% Add +27.6% 6,586 $685K
Knollwood Investment Advisory, LLC 0.07% No change 6,553 $682K
Centiva Capital, LP 0.03% Add +6.4% 6,489 $675K
Venturi Wealth Management, LLC 0.03% Add +12.3% 6,479 $674K
Syon Capital LLC 0.06% Reduce -1.7% 6,476 $674K
Valeo Financial Advisors, LLC 0.02% Add +0.7% 6,470 $673K
Jump Financial, LLC 0.01% Reduce -20.2% 6,448 $671K
von Borstel & Associates, Inc. 0.26% No change 6,266 $670K
Signaturefd, LLC 0.01% Reduce -2.7% 6,349 $660K
Hancock Whitney Corp. 0.02% Add +0.4% 6,331 $659K
Atria Investments, Inc 0.01% Reduce -37.4% 6,326 $658K
Inspire Advisors, LLC 0.08% Add +12.7% 6,219 $647K
Brandywine Oak Private Wealth LLC 0.06% No change 6,213 $646K
Ballentine Partners, LLC 0.01% Add +5.6% 6,203 $645K
Smart Money Group LLC 0.22% Add +7.6% 6,174 $642K
Checchi Capital Advisers, LLC 0.05% Add +0.2% 6,123 $637K
Stephens Inc. 0.01% Reduce -0.8% 6,105 $635K
Financial Engines Advisors L.L.C. 0.00% Add +61.0% 6,031 $627K
LBP Am SA 0.01% No change 6,009 $625K
Founders Financial Securities LLC 0.06% Add +1.9% 6,003 $624K
Smith Group Asset Management, LLC 0.05% New 6,000 $624K
First Foundation Advisors 0.02% No change 6,000 $624K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,867 $610K
Wolverine Trading, LLC 0.01% New 5,861 $607K
Welch Group, LLC 0.03% No change 5,829 $604K
Aaron Wealth Advisors LLC 0.07% Add +13.2% 5,804 $604K
Castleark Management LLC 0.02% No change 5,774 $601K
Merriman Wealth Management, LLC 0.02% Reduce -10.8% 5,564 $593K
Rwa Wealth Partners, LLC 0.01% Add +133.7% 5,665 $589K
Riverwater Partners LLC 0.29% Reduce -3.9% 5,658 $589K
Pinnacle West Asset Management, Inc. 0.42% Add +10.8% 5,605 $583K
Synergy Asset Management, LLC 0.04% Add +106.3% 5,699 $576K
Lazard Asset Management LLC 0.00% Reduce -29.5% 5,518 $573K
Sompo Asset Management Co., Ltd. 0.10% No change 5,480 $570K
Quantitative Investment Management, LLC 0.04% New 5,461 $568K
NorthRock Partners, LLC 0.02% Add +10.5% 5,277 $564K
Brown Brothers Harriman & Co. 0.00% Add +12.6% 5,364 $558K
Cigna Investments Inc. 0.10% Reduce -0.9% 5,303 $552K
Ostrum Asset Management 0.05% Reduce -4.0% 5,287 $550K
Northwest Quadrant Wealth Management, LLC 0.12% Add +3.4% 5,276 $549K
Global Retirement Partners, LLC 0.02% Reduce -7.0% 5,184 $539K
Cibc World Market Inc. 0.00% Reduce -22.3% 5,174 $538K
Magnetar Financial LLC 0.01% New 5,066 $527K
Sunpointe, LLC 0.26% Reduce -1.3% 4,914 $526K
J2 Capital Management Inc 0.49% — 5,046 $525K
Campbell & CO Investment Adviser LLC 0.04% Reduce -68.0% 5,040 $524K
Quadrant Capital Group LLC 0.04% Reduce -0.4% 5,018 $523K
Aptus Capital Advisors, LLC 0.01% Add +30.8% 4,977 $520K
Freedom Investment Management, Inc. 0.04% Reduce -36.9% 4,963 $516K
Waldron Private Wealth LLC 0.02% Add +0.5% 4,878 $507K
Lake Street Advisors Group, LLC 0.02% Add +9.9% 4,708 $503K
Denali Advisors LLC 0.05% Reduce -12.7% 4,800 $499K
PFG Advisors 0.03% Add +8.7% 4,793 $499K
Navellier & Associates Inc. 0.06% Add +18.3% 4,771 $496K
TrinityBridge Ltd 0.01% No change 4,730 $492K
Hunter Associates Investment Management LLC 0.07% No change 4,725 $491K
Jacobi Capital Management LLC 0.04% Reduce -0.4% 4,697 $489K
BSW Wealth Partners 0.07% Add +2.5% 4,663 $485K
Compound Planning, Inc. 0.02% Add +10.1% 4,574 $476K
Brooklyn Investment Group 0.14% Reduce -0.5% 4,549 $473K
Jackson Creek Investment Advisors LLC 0.14% Add +0.1% 4,541 $472K
Fifth Third Wealth Advisors LLC 0.03% Add +1.8% 4,514 $470K
World Investment Advisors 0.01% Add +5.8% 4,490 $467K
Baker Boyer National Bank 0.16% No change 4,409 $459K
Sheaff Brock Investment Advisors, LLC 0.04% No change 4,400 $458K
Capital Planning LLC 0.12% Add +1.4% 4,244 $454K
Turn8 Private Wealth Inc. 0.32% — 4,305 $448K
Mather Group, Llc. 0.01% Reduce -12.4% 4,276 $445K
Edgestream Partners, L.P. 0.02% Reduce -59.9% 4,276 $445K
RFG - Bristol Wealth Advisors, LLC 0.15% — 4,272 $444K
Callan Family Office, LLC 0.03% New 4,219 $439K
Citizens Financial Group Inc. 0.01% Add +11.7% 4,180 $435K
SVB Wealth LLC 0.01% New 4,173 $434K
Birmingham Capital Management Co. Inc. 0.16% No change 4,162 $433K
Atlantic Edge Private Wealth Management, LLC 0.13% Reduce -2.4% 4,151 $432K
Omnia Family Wealth, LLC 0.18% Add +0.2% 4,001 $428K
GDS Wealth Management 0.04% Reduce -4.0% 4,096 $426K
Argent Trust Co 0.02% Add +1.4% 4,094 $426K
Obermeyer Wealth Partners 0.02% New 4,084 $425K
Integrated Wealth Concepts LLC 0.00% Reduce -15.2% 4,080 $424K
Fulton Bank, N.A. 0.02% Add +4.3% 4,066 $423K
111 Capital 0.09% — 4,044 $421K
Kingsview Wealth Management, LLC 0.01% Add +8.3% 4,030 $419K
Stratos Wealth Advisors, LLC 0.02% Reduce -5.5% 4,010 $417K
Pitcairn Co. 0.02% Add +1.7% 3,925 $408K
Independent Financial Group, LLC 0.01% Reduce -7.0% 3,921 $408K
Hamilton Capital, LLC 0.03% Add +2.3% 3,917 $407K
Arbor Capital Management Inc. 0.40% No change 3,666 $407K
West Family Investments, Inc. 0.14% Reduce -1.3% 3,916 $407K
Violich Capital Management, Inc. 0.05% No change 3,900 $406K
Smartleaf Asset Management LLC 0.04% Add +12.1% 3,915 $406K
Graypoint LLC 0.02% Reduce -0.9% 3,874 $403K
Conning Inc. 0.01% Reduce -1.9% 3,842 $400K
Fidelis Capital Partners, LLC 0.04% Reduce -0.6% 3,650 $398K
V-Square Quantitative Management LLC 0.06% Add +14.0% 3,820 $397K
Penobscot Investment Management Company, Inc. 0.04% No change 3,799 $395K
Meridian Wealth Management, LLC 0.02% Add +11.9% 3,791 $394K
Simon Quick Advisors, LLC 0.02% Add +21.2% 3,745 $390K
Penserra Capital Management LLC 0.01% Add +51.6% 3,755 $389K
Gotham Asset Management 0.00% Reduce -41.4% 3,718 $387K
Institute for Wealth Management, LLC. 0.05% No change 3,705 $385K
Silvercrest Asset Management Group LLC 0.00% No change 3,637 $378K
Prospera Financial Services Inc 0.01% Reduce -3.4% 3,623 $377K
GeoWealth Management, LLC 0.01% Reduce -0.1% 3,616 $376K
Nicolet Advisory Services, LLC 0.03% Add +3.7% 3,502 $373K
Richards, Merrill & Peterson, Inc. 0.19% — 3,557 $370K
Commerzbank Aktiengesellschaft 0.01% New 3,570 $370K
Moody National Bank Trust Division 0.04% Reduce -0.5% 3,493 $363K
Tiaa Trust, National Association 0.00% Add +19.1% 3,479 $362K
TD Waterhouse Canada Inc. 0.00% Reduce -18.9% 3,450 $359K
Gitterman Wealth Management, LLC 0.15% New 3,392 $353K
Vise Technologies, Inc. 0.03% New 3,392 $353K
Patrick M Sweeney & Associates, Inc. 0.26% No change 3,388 $352K
Heritage Wealth Management, Inc. 0.12% No change 3,380 $352K
Secure Asset Management, LLC 0.05% Add +4.7% 3,352 $349K
Clifford Swan Investment Counsel LLC 0.01% Reduce -1.8% 3,343 $348K
Schechter Investment Advisors, LLC 0.03% Reduce -3.9% 3,338 $347K
Pettyjohn, Wood & White, Inc. 0.06% Add +2.1% 3,332 $347K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.3% 3,326 $346K
Advisors Capital Management, LLC 0.01% Add +27.7% 3,305 $344K
Becker Capital Management Inc. 0.01% No change 3,199 $342K
Soltis Investment Advisors LLC 0.03% Add +12.3% 3,280 $341K
Capital Advisors Wealth Management, LLC 0.06% Reduce -2.7% 3,266 $340K
Beacon Financial Group 0.04% Reduce -0.2% 3,262 $339K
Norden Group LLC 0.04% Add +3.8% 3,251 $338K
Waverly Advisors, LLC 0.01% Add +42.6% 3,248 $338K
Foundations Investment Advisors, LLC 0.01% Reduce -2.0% 3,232 $336K
Avestar Capital, LLC 0.03% Add +13.8% 3,086 $330K
Bellevue Asset Management, LLC 0.17% Add +1.8% 3,155 $328K
Teza Capital Management LLC 0.05% Reduce -91.5% 3,153 $328K
Berkshire Asset Management LLC 0.02% New 2,963 $326K
Auxano Advisors, LLC 0.08% Add +1.7% 3,127 $325K
Huntleigh Advisors, Inc. 0.07% — 3,123 $325K
Panagora Asset Management Inc. 0.00% Reduce -72.9% 3,121 $325K
Geller Advisors LLC 0.02% Reduce -14.7% 3,012 $322K
Premier Path Wealth Partners, LLC 0.05% Add +2.7% 3,097 $322K
Cable Hill Partners, LLC 0.03% No change 2,997 $321K
Shell Asset Management Co. 0.01% No change 3,055 $318K
Sonata Capital Group Inc. 0.13% Reduce -9.0% 3,030 $315K
Cidel Asset Management Inc. 0.02% Add +5.2% 2,998 $312K
Crestwood Advisors Group, LLC 0.01% Add +1.1% 2,981 $310K
Raiffeisen Bank International AG 0.00% — 2,979 $309K
FourThought Financial Partners, LLC 0.03% New 2,964 $308K
Next Level Private LLC 0.12% Add +0.2% 2,958 $308K
Old National Bancorp 0.01% Add +5.6% 2,941 $306K
Eagle Bay Advisors LLC 0.19% No change 2,855 $306K
Drive Wealth Management, LLC 0.07% Add +0.9% 2,824 $302K
Jackson Square Capital, LLC 0.07% No change 2,903 $302K
Moss Adams Wealth Advisors LLC 0.03% Reduce -13.2% 2,868 $302K
International Assets Investment Management, LLC 0.03% Reduce -1.3% 2,892 $299K
Integrity Financial Corp 0.17% Reduce -23.7% 2,852 $297K
Forbes J M & Co. LLP 0.03% No change 2,821 $293K
Reliant Investment Partners, LLC 0.26% — 2,812 $293K
PDS Planning, Inc 0.03% Add +3.7% 2,810 $292K
Fulcrum Capital LLC 0.06% No change 2,765 $288K
Allworth Financial LP 0.00% Add +3.3% 2,614 $287K
Argonautica Private Wealth Management, Inc. 0.09% Reduce -1.4% 2,754 $286K
Regent Peak Wealth Advisors LLC 0.06% Add +0.5% 2,733 $284K
Optas, LLC 0.06% Add +4.4% 2,731 $284K
Significant Wealth Partners LLC 0.15% New 2,722 $283K
Impact Capital Partners LLC 0.10% — 2,699 $281K
Certuity, LLC 0.03% New 2,685 $279K
My Legacy Advisors, LLC 0.11% No change 2,532 $278K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.1% 2,668 $278K
Banco Santander, S.A. 0.00% New 2,661 $277K
Journey Strategic Wealth LLC 0.01% New 2,651 $276K
Wilmington Savings Fund Society, FSB 0.01% Reduce -2.9% 2,647 $275K
Trust Co. of Oklahoma 0.09% No change 2,633 $274K
Nia Impact Advisors, LLC 0.09% No change 2,631 $274K
KCM Investment Advisors LLC 0.01% Reduce -8.5% 2,620 $273K
TD Private Client Wealth LLC 0.01% Add +12.3% 2,610 $271K
Los Angeles Capital Management LLC 0.00% Reduce -0.4% 2,596 $270K
iSAM Funds (UK) Ltd 0.20% New 2,592 $270K
D.B. Root & Company, LLC 0.09% Add +0.5% 2,586 $269K
Horst & Graben Wealth Management LLC 0.05% Add +0.3% 2,584 $269K
Proactive Wealth Strategies LLC 0.14% Add +0.2% 2,580 $268K
Parkside Financial Bank & Trust 0.04% Add +1.3% 2,574 $268K
Lindbrook Capital, LLC 0.02% Add +2.2% 2,550 $265K
Caxton Associates LP 0.01% Reduce -65.3% 2,544 $265K
AlphaCentric Advisors LLC 0.26% Reduce -8.6% 2,530 $263K
Sava Infond d.o.o. 0.05% — 2,530 $263K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,525 $263K
CIBC Private Wealth Group LLC 0.00% Reduce -16.2% 2,414 $262K
IHT Wealth Management, LLC 0.01% Reduce -17.0% 2,501 $260K
Sage Mountain Advisors LLC 0.02% New 2,478 $258K
Oxford Asset Management LLP 0.12% Reduce -34.6% 2,461 $256K
Veltria Advisors Corp. 0.11% New 2,439 $254K
Baldwin Investment Management, LLC 0.03% Reduce -4.0% 2,428 $253K
King Luther Capital Management Corp. 0.00% No change 2,425 $252K
Moors & Cabot, Inc. 0.01% Add +3.6% 2,423 $252K
Sig Brokerage, LP 0.12% — 2,407 $250K
Catalyst Funds Management Pty Ltd 0.06% New 2,400 $250K
Mutual Advisors, LLC 0.01% Reduce -25.7% 2,269 $248K
Westshore Wealth, LLC 0.10% No change 2,387 $248K
Huntington National Bank 0.00% Add +126.8% 2,386 $248K
Traynor Capital Management, Inc. 0.02% Add +6.4% 2,383 $248K
Mgo One Seven LLC 0.01% New 2,377 $247K
Rathbones Group PLC 0.00% No change 2,369 $246K
Kera Capital Partners, Inc. 0.07% — 2,361 $246K
DRW Securities, LLC 0.02% Reduce -65.4% 2,307 $240K
Integris Wealth Management, LLC 0.07% No change 2,305 $240K
Baker Avenue Asset Management, LP 0.01% New 2,285 $238K
Alpha Family Trust 0.13% No change 2,277 $237K
WealthPlan Investment Management, LLC 0.02% New 2,263 $235K
McCarter Private Wealth Services LLC 0.15% No change 2,250 $234K
Avenir Corp. 0.02% No change 2,250 $234K
Atlatl Advisers LLC 0.14% — 2,216 $231K
Interchange Capital Partners, LLC 0.08% Reduce -10.3% 2,214 $230K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +2.6% 2,211 $230K
Optimize Financial Inc. 0.17% — 2,206 $229K
Catalina Capital Group, LLC 0.08% Reduce -6.0% 2,192 $228K
Flagship Harbor Advisors, LLC 0.01% Reduce -49.2% 2,183 $227K
Aire Advisors, LLC 0.05% No change 2,181 $227K
Rehmann Capital Advisory Group 0.01% Reduce -4.9% 2,167 $225K
Csenge Advisory Group 0.01% Reduce -4.9% 2,157 $224K
Keel Point, LLC 0.02% Reduce -0.3% 2,155 $224K
Ascent Group, LLC 0.02% Add +0.8% 2,128 $221K
Perkins Coie Trust Co 0.05% No change 2,106 $219K
4J Wealth Management LLC 0.18% No change 2,100 $218K
Sigma Planning Corp 0.01% Reduce -3.6% 2,096 $218K
Renasant Bank 0.14% Reduce -14.6% 2,083 $217K
Proficio Capital Partners LLC 0.02% New 2,062 $215K
Transamerica Financial Advisors, LLC 0.02% Add +0.6% 2,032 $212K
United Community Bank 0.08% No change 2,038 $212K
L2 Asset Management, LLC 0.05% Reduce -1.8% 2,026 $211K
LRI Investments, LLC 0.02% No change 2,023 $210K
Pine Haven Investment Counsel, Inc 0.17% Reduce -2.4% 2,022 $210K
Chancellor Financial Group WB LP 0.17% — 2,018 $210K
Ellevest, Inc. 0.01% New 2,011 $209K
Hamilton Point Investment Advisors, LLC 0.04% New 1,950 $209K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.12% No change 2,000 $208K
Bensler, LLC 0.02% New 1,992 $207K
Rossby Financial, LCC 0.13% — 1,981 $206K
Hobbs Group Advisors, LLC 0.08% Reduce -11.2% 1,974 $205K
Snider Financial Group 0.06% New 1,961 $204K
Regions Financial Corp. 0.00% New 1,956 $203K
Sentry Investment Management LLC 0.10% Reduce -14.0% 1,953 $203K
GTS Securities LLC 0.01% Reduce -22.6% 1,945 $202K
Strategic Blueprint, LLC 0.01% Reduce -62.0% 1,942 $202K
Manchester Capital Management LLC 0.02% Add +0.1% 1,865 $194K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.9% 1,801 $187K
GPS Wealth Strategies Group, LLC 0.02% Reduce -14.7% 1,736 $181K
Matrix Trust Co 0.03% Add +581.6% 1,663 $173K
Sterling Capital Management LLC 0.00% Reduce -33.8% 1,523 $158K
Cromwell Holdings LLC 0.09% No change 1,519 $158K
Capital Analysts, LLC 0.01% Add +0.3% 1,506 $157K
Federated Hermes, Inc. 0.00% Reduce -91.7% 1,505 $157K
Arax Advisory Partners 0.01% Add +169.7% 1,494 $155K
Harbour Investments, Inc. 0.00% Add +17.1% 1,492 $155K
Covestor Ltd 0.09% Reduce -10.0% 1,444 $150K
Security National Bank 0.02% No change 1,423 $148K
Leonteq Securities AG 0.01% Reduce -31.7% 1,415 $147K
Exchange Traded Concepts, LLC 0.00% Reduce -14.8% 1,356 $141K
Rosenberg Matthew Hamilton 0.04% No change 1,355 $141K
Versant Capital Management, Inc 0.03% Add +19.3% 1,325 $138K
Quent Capital, LLC 0.01% Add +0.3% 1,302 $135K
Garde Capital, Inc. 0.01% New 1,297 $135K
Salem Investment Counselors Inc. 0.00% No change 1,245 $133K
Private Trust Co. NA 0.01% Add +2.1% 1,261 $131K
Reyes Financial Architecture, Inc. 0.10% — 1,208 $126K
Blue Trust, Inc. 0.00% Reduce -68.5% 1,202 $125K
Hartford Financial Management Inc. 0.03% Reduce -2.1% 1,182 $123K
Arlington Trust Co LLC 0.02% Add +221.6% 1,119 $116K
Solstein Capital, LLC 0.06% No change 1,057 $110K
TFC Financial Management, Inc. 0.02% No change 1,035 $108K
CoreCap Advisors, LLC 0.00% Add +112.3% 998 $104K
Geneos Wealth Management Inc. 0.00% Reduce -13.2% 984 $102K
IFP Advisors, Inc 0.00% Add +18.3% 952 $99K
Coppell Advisory Solutions LLC 0.01% Add +28.9% 933 $97K
Spire Wealth Management 0.00% Reduce -93.9% 908 $94K
Avalon Trust Co 0.01% No change 875 $91K
CVA Family Office, LLC 0.01% Add +5.0% 868 $90K
EverSource Wealth Advisors, LLC 0.01% Add +14.4% 850 $88K
Hexagon Capital Partners LLC 0.02% Add +2.8% 819 $85K
Rothschild Investment LLC 0.01% Add +9.0% 736 $77K
Westpac Banking Corp. 0.01% Reduce -86.8% 733 $76K
Ascentis Wealth Management, LLC 0.03% New 732 $76K
Atticus Wealth Management, LLC 0.02% No change 689 $72K
Key Financial Inc 0.02% Add +37.5% 664 $69K
Deseret Mutual Benefit Administrators 0.03% Reduce -2.2% 662 $69K
Optiver Holding B.V. 0.00% New 643 $67K
Sander Capital Advisors Inc. 0.03% Add +22.4% 618 $64K
Wingate Wealth Advisors, Inc. 0.06% — 614 $64K
Bellwether Advisors, LLC 0.01% New 597 $62K
Loomis Sayles & Co. L P 0.00% New 597 $62K
Atlas Capital Advisors Inc. 0.01% No change 593 $62K
AdvisorNet Financial, Inc 0.00% Add +223.4% 566 $59K
Indiana Trust & Investment Management Co 0.02% No change 554 $58K
Grove Bank & Trust 0.01% Add +18.0% 550 $57K
Larson Financial Group LLC 0.00% Add +39.1% 548 $57K
Sittner & Nelson, LLC 0.02% No change 520 $54K
Capital Advisors, Ltd. LLC 0.01% No change 512 $53K
Kapitalo Investimentos Ltda 0.03% New 491 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -27.3% 480 $50K
CENTRAL TRUST Co 0.00% Reduce -2.8% 452 $47K
Hemington Wealth Management 0.01% Add +12.8% 449 $46K
Kozak & Associates, Inc. 0.01% Add +0.2% 438 $46K
Regents Gate Capital LLP 0.02% — 423 $44K
Ofi Invest Asset Management 0.00% — 432 $43K
Atala Financial Inc 0.03% — 415 $43K
Catalyst Capital Advisors LLC 0.00% Reduce -28.3% 409 $43K
MV Capital Management, Inc. 0.00% Add +1.3% 397 $41K
Silvant Capital Management LLC 0.00% No change 397 $41K
Avior Wealth Management, LLC 0.00% Reduce -12.0% 396 $41K
Creative Financial Designs Inc. 0.00% No change 393 $41K
ORG Partners LLC 0.01% No change 383 $40K
Trust Co. of Vermont 0.00% No change 377 $39K
Prestige Wealth Management Group LLC 0.01% No change 365 $39K
Fortitude Family Office, LLC 0.01% No change 366 $38K
Kestra Investment Management, LLC 0.00% New 360 $37K
Core Alternative Capital 0.01% No change 358 $37K
Acadian Asset Management LLC 0.00% No change 364 $37K
Sunbelt Securities, Inc. 0.00% Add +8750.0% 354 $37K
Golden State Wealth Management, LLC 0.01% — 352 $37K
Farmers & Merchants Investments Inc. 0.00% No change 350 $36K
WealthCollab, LLC 0.02% Reduce -27.0% 330 $34K
AlphaMark Advisors, LLC 0.01% No change 322 $33K
First Horizon Advisors, Inc. 0.00% Reduce -77.7% 308 $32K
Bruce G. Allen Investments, LLC 0.03% Reduce -3.2% 306 $32K
Meeder Asset Management Inc. 0.00% Add +221.8% 280 $29K
Smithfield Trust Co 0.00% No change 276 $28K
JFS Wealth Advisors, LLC 0.00% Reduce -6.6% 268 $28K
Rise Advisors, LLC 0.01% Add +2.4% 258 $27K
Motco 0.00% Reduce -53.3% 245 $25K
Valued Wealth Advisors LLC 0.02% Add +17.2% 238 $25K
Riverview Trust Co 0.02% No change 241 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 235 $24K
Provenance Wealth Advisors, LLC 0.00% No change 222 $23K
Evermay Wealth Management LLC 0.00% No change 215 $23K
Asset Dedication, LLC 0.00% Reduce -7.1% 221 $23K
Hager Investment Management Services, LLC 0.01% — 215 $22K
Armstrong Advisory Group, Inc. 0.00% No change 214 $22K
GW&K Investment Management, LLC 0.00% Add +1.4% 211 $22K
First Community Trust NA 0.02% No change 210 $22K
Aster Capital Management (DIFC) Ltd 0.01% New 209 $22K
SBI Securities Co., Ltd. 0.00% — 206 $21K
HBC Financial Services, PLLC 0.01% No change 203 $21K
PSI Advisors, LLC 0.01% No change 200 $21K
Caitlin John, LLC 0.01% No change 199 $21K
Archer Investment Corp 0.01% No change 199 $21K
Murphy & Mullick Capital Management Corp 0.02% — 192 $20K
Dunhill Financial, LLC 0.01% Add +19.0% 169 $18K
Gould Capital, LLC 0.01% No change 168 $17K
Colonial Trust Co / SC 0.00% Add +167.7% 166 $17K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -32.5% 166 $17K
Investment Counsel Co. of Nevada 0.04% — 161 $17K
Kohmann Bosshard Financial Services, LLC 0.00% New 155 $16K
Montag A & Associates Inc. 0.00% No change 150 $16K
Raleigh Capital Management Inc. 0.01% Add +6.9% 154 $16K
Sierra Ocean, LLC 0.01% — 152 $16K
Independence Bank of Kentucky 0.00% No change 150 $16K
MCF Advisors LLC 0.00% No change 148 $15K
Pineridge Advisors LLC 0.01% New 148 $15K
Bangor Savings Bank 0.00% New 144 $15K
Halbert Hargrove Global Advisors, LLC 0.00% New 142 $15K
True Wealth Design, LLC 0.01% Add +9.4% 139 $14K
Zions Bancorporation, N.A. 0.00% No change 134 $14K
Bell Investment Advisors, Inc 0.00% Reduce -5.8% 129 $13K
FLP Wealth Management, LLC 0.03% — 126 $13K
Operose Advisors LLC 0.00% Reduce -78.3% 125 $13K
DT Investment Partners, LLC 0.00% No change 120 $12K
Ruedi Wealth Management, Inc. 0.00% No change 120 $12K
Bayforest Capital Ltd 0.02% — 117 $12K
Frazier Financial Advisors, LLC 0.01% Reduce -18.4% 111 $12K
JNBA Financial Advisors 0.00% No change 109 $11K
Caitong International Asset Management Co., Ltd 0.01% — 109 $11K
Park Place Capital Corp 0.00% No change 108 $11K
West Paces Advisors Inc. 0.00% No change 107 $11K
CNB Bank 0.01% No change 106 $11K
Abound Wealth Management 0.00% No change 96 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 91 $9K
Quest 10 Wealth Builders, Inc. 0.01% — 87 $9K
Edge Capital Group, LLC 0.00% New 17,395 $9K
Summit Securities Group LLC 0.00% New 83 $9K
TCTC Holdings, LLC 0.00% New 82 $9K
Whipplewood Advisors, LLC 0.00% — 81 $8K
Continuum Advisory, LLC 0.00% No change 77 $8K
Park Square Financial Group, LLC 0.01% — 75 $8K
Financial Management Professionals, Inc. 0.00% Add +12.3% 73 $8K
WASHINGTON TRUST Co 0.00% No change 73 $8K
Private Wealth Management Group, LLC 0.00% No change 72 $7K
Raffa Wealth Management, LLC 0.00% Reduce -6.7% 70 $7K
Semmax Financial Advisors Inc. 0.00% Add +3.0% 69 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.6% 63 $7K
Concourse Financial Group Securities, Inc. 0.00% Reduce -61.2% 59 $6K
Iron Horse Wealth Management, LLC 0.00% No change 60 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -43.1% 58 $6K
Carolina Wealth Advisors, LLC 0.00% Reduce -99.2% 58 $6K
Aviso Financial Inc. 0.00% New 57 $6K
Stephens Consulting, LLC 0.00% No change 56 $6K
WR Wealth Planners, LLC 0.00% Add +21.7% 56 $6K
Sachetta, LLC 0.00% Add +15.2% 53 $6K
Transce3nd, LLC 0.00% — 51 $5K
SJS Investment Consulting Inc. 0.00% Reduce -32.0% 51 $5K
Aspect Partners, LLC 0.00% Reduce -18.3% 49 $5K
High Note Wealth, LLC 0.00% New 49 $5K
Carolinas Wealth Consulting LLC 0.00% Add +11.9% 47 $5K
HM Payson & Co. 0.00% Reduce -20.7% 46 $5K
Stonebridge Financial Group, LLC 0.00% — 46 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 45 $5K
1620 Investment Advisors, Inc. 0.00% New 44 $5K
Human Investing LLC 0.00% New 41 $4K
Truvestments Capital LLC 0.00% No change 41 $4K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +800.0% 36 $4K
Avion Wealth 0.00% Add +28.6% 45 $4K
SouthState Bank Corp 0.00% No change 38 $4K
Sandy Spring Bank 0.00% Reduce -95.3% 36 $4K
Trifecta Capital Advisors, LLC 0.00% No change 34 $4K
NewSquare Capital LLC 0.00% New 34 $4K
Oakworth Capital, Inc. 0.00% No change 34 $4K
New Wave Wealth Advisors LLC 0.00% New 33 $3K
Hudson Edge Investment Partners Inc. 0.00% No change 33 $3K
Clark Wealth Partners 0.00% — 32 $3K
Addison Advisors LLC 0.00% No change 32 $3K
Cornerstone Planning Group LLC 0.00% Add +42.9% 30 $3K
Red Tortoise LLC 0.00% No change 31 $3K
WealthTrak Capital Management LLC 0.00% — 29 $3K
Cherry Tree Wealth Management, LLC 0.00% Add +300.0% 24 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 24 $2K
Capital A Wealth Management, LLC 0.00% — 24 $2K
Winch Advisory Services, LLC 0.00% New 21 $2K
Harbor Investment Advisory, LLC 0.00% No change 21 $2K
NFSG Corp 0.00% New 20 $2K
Heritage Wealth Advisors 0.00% Add +25.0% 20 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 24 $2K
North Star Investment Management Corp. 0.00% No change 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 19 $2K
Anfield Capital Management, LLC 0.00% No change 18 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 18 $2K
Tortoise Investment Management, LLC 0.00% No change 18 $2K
Principia Wealth Advisory, LLC 0.00% — 15 $2K
Anchor Investment Management, LLC 0.00% No change 15 $2K
Old Second National Bank of Aurora 0.00% New 14 $1K
TD Capital Management LLC 0.00% New 13 $1K
Cape Investment Advisory, Inc. 0.00% New 12 $1K
Parkworth Wealth Management, Inc. 0.00% — 11 $1K
Chesapeake Asset Management LLC 0.00% Add +100.0% 10 $1K
Picton Mahoney Asset Management 0.00% No change 12 $1K
BOK Financial Private Wealth, Inc. 0.00% New 9 $964
MPWM Advisory Solutions, LLC 0.00% — 9 $936
Highline Wealth Partners LLC 0.00% Add +40.0% 7 $728
Winnacle Wealth LLC 0.00% — 7 $647
Legacy Investment Solutions, LLC 0.00% Add +150.0% 5 $531
Legacy Wealth Managment, LLC 0.00% Add +150.0% 5 $531
Wolff Wiese Magana LLC 0.00% New 5 $521
Beacon Capital Management, LLC 0.00% No change 5 $521
Sugar Maple Asset Management, LLC 0.00% New 5 $520
Nvwm, LLC 0.00% No change 5 $520
SOA Wealth Advisors, LLC. 0.00% No change 4 $432
Riggs Asset Managment Co. Inc. 0.00% No change 4 $415
Crewe Advisors LLC 0.00% Reduce -95.3% 3 $313
Country Trust Bank 0.00% No change 3 $312
Activest Wealth Management 0.00% New 2 $208
Parallax Volatility Advisers, L.P. 0.00% New 1 $104
Rakuten Securities, Inc. 0.00% Reduce -98.8% 1 $104
Wood Tarver Financial Group, LLC 0.00% — 3 $0

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