PaccarPCAR

13F holders, Q4 2025 (December 31)
1,052holders +76
107new positions
78sold out
9famous investors
$109.64avg. 13F price*

At the end of Q4 2025, 1,052 institutions reported holding Paccar Inc. (PCAR) in their 13F filings, up 76 from Q3 2025. 107 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock, Inc. ($4.0B) and Wellington Management Group LLP ($2.5B). 9 famous investors held it, including Bill Gates / Michael Larson (0.3% of Gates Foundation Trust's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Cliff Asness (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions107$145.2M
Exits78$468.7M

All 13F filers, Q3 2025 → Q4 2025: 40,289,792 shares bought and 17,439,090 shares sold, net +22,850,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,052 holders

Vanguard Group Inc. 0.10% Add +0.6% 63,475,226 $7.0B
BlackRock, Inc. 0.07% Add +2.3% 36,767,685 $4.0B
Wellington Management Group LLP 0.44% Add +18.6% 22,977,556 $2.5B
State Street Corp. 0.08% Add +0.4% 22,497,197 $2.5B
Invesco Ltd. 0.18% Add +220.2% 17,278,321 $1.9B
Bank of America Corp. 0.10% Reduce -0.0% 12,794,450 $1.4B
Geode Capital Management, LLC 0.08% Add +0.4% 12,308,610 $1.4B
Massachusetts Financial Services Co. 0.39% Reduce -3.2% 10,998,211 $1.2B
FMR LLC 0.05% Add +64.5% 8,989,010 $984.4M
Morgan Stanley 0.05% Reduce -4.9% 7,091,281 $776.6M
Norges Bank 0.08% — 6,645,465 $727.7M
Capital Research Global Investors 0.12% Add +0.8% 6,016,243 $658.8M
Dimensional Fund Advisors LP 0.12% Reduce -1.7% 5,158,679 $565.0M
Northern Trust Corp. 0.07% Reduce -3.9% 5,088,712 $557.3M
Fisher Asset Management 0.19% Reduce -0.7% 5,073,161 $555.6M
UBS Group AG 0.10% Add +74.4% 4,548,861 $498.1M
Goldman Sachs Group Inc. 0.07% Add +17.2% 4,356,033 $477.0M
First Trust Advisors LP 0.32% Reduce -5.3% 4,054,998 $444.1M
Hotchkis & Wiley Capital Management LLC 1.32% Add +21.3% 4,023,118 $440.6M
Bank of New York Mellon Corp 0.08% Add +20.3% 3,918,881 $429.2M
JPMorgan Chase & Co. 0.03% Reduce -36.4% 3,715,849 $406.9M
US Bancorp \de 0.46% Add +0.0% 3,604,281 $394.7M
Charles Schwab Investment Management Inc. 0.06% Add +2.5% 3,400,741 $372.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +8.3% 2,975,944 $325.9M
Principal Financial Group Inc. 0.17% Add +4.6% 2,968,288 $325.1M
Legal & General Group Plc 0.07% Reduce -9.0% 2,944,432 $322.4M
FIL Ltd 0.23% Add +1.8% 2,778,272 $304.2M
American Century Companies Inc. 0.14% Reduce -0.1% 2,538,804 $278.0M
Clarius Group, LLC 15.16% Add +0.0% 2,425,122 $265.6M
Madison Asset Management, LLC 2.88% Reduce -7.3% 2,282,440 $249.9M
T. Rowe Price Associates Inc. 0.03% Add +129.9% 2,275,921 $249.2M
California Public Employees Retirement System 0.13% Add +93.2% 2,077,002 $227.5M
Royal Bank of Canada 0.04% Add +26.5% 2,024,452 $221.7M
Barclays PLC 0.08% Reduce -23.7% 1,902,898 $208.4M
Ameriprise Financial Inc. 0.04% Add +276.0% 1,813,083 $198.7M
Pacer Advisors, Inc. 0.51% Reduce -14.2% 1,726,119 $189.0M
Alliancebernstein L.P. 0.06% Add +41.2% 1,721,844 $188.6M
TD Asset Management Inc 0.15% Reduce -6.3% 1,699,880 $186.2M
HSBC Holdings PLC 0.10% Reduce -1.9% 1,678,776 $183.9M
BNP Paribas Financial Markets 0.11% Add +102.6% 1,570,051 $171.9M
Deutsche Bank AG 0.05% Reduce -17.5% 1,480,532 $162.1M
National Pension Service 0.12% Add +56.8% 1,472,711 $161.3M
Swiss National Bank 0.09% Reduce -4.9% 1,438,925 $157.6M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -1.0% 1,396,150 $152.9M
Corient Private Wealth LP 0.21% Add +5.5% 1,395,376 $152.8M
Natixis Advisors, LLC 0.22% Add +6.7% 1,391,588 $152.4M
Epoch Investment Partners, Inc. 0.78% Reduce -7.4% 1,253,602 $137.3M
Wells Fargo & Company 0.03% Reduce -4.1% 1,248,595 $136.7M
Nuveen, LLC 0.04% Reduce -1.3% 1,237,627 $135.5M
AQR Capital Management 0.07% Add +0.1% 1,217,872 $133.4M
Focus Partners Wealth 0.15% Add +17292.6% 1,202,700 $131.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +5.0% 1,151,276 $128.4M
Amundi 0.04% Reduce -19.0% 1,077,808 $118.0M
Manufacturers Life Insurance Company, The 0.09% Reduce -17.5% 1,036,086 $113.5M
Rhumbline Advisers 0.09% Reduce -1.3% 1,002,872 $109.8M
Gates Foundation Trust 0.31% No change 1,000,000 $109.5M
Baird Financial Group, Inc. 0.16% Reduce -1.7% 953,042 $104.4M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -17.1% 952,501 $104.3M
Royal London Asset Management Ltd. 0.21% Reduce -1.3% 912,871 $100.0M
ProShare Advisors LLC 0.18% Add +38.8% 912,539 $99.9M
National Bank of Canada 0.10% Add +71.7% 907,270 $99.4M
Citigroup Inc. 0.07% Add +49.2% 867,528 $95.0M
California State Teachers Retirement System 0.09% Add +4.9% 850,820 $93.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.53% Reduce -14.5% 813,750 $89.1M
Capital World Investors 0.01% Add +0.1% 808,791 $88.6M
Evergreen Capital Management LLC 1.97% Reduce -0.0% 793,616 $88.0M
Washington Trust Bank 5.76% Reduce -0.0% 751,210 $82.3M
New York State Common Retirement Fund 0.11% Add +0.2% 737,149 $80.7M
SG Americas Securities, LLC 0.10% Add +2975.3% 680,891 $74.6M
Munich Reinsurance Co Stock Corp in Munich 1.78% Reduce -15.0% 661,042 $73.3M
Toronto Dominion Bank 0.13% Add +175.4% 668,079 $73.2M
Adage Capital Partners Gp, L.L.C. 0.11% Add +63.1% 649,198 $71.1M
Swiss Life Asset Management Ltd 0.36% Add +118.2% 638,688 $69.9M
Mackenzie Financial Corp. 0.08% Add +530.8% 608,990 $67.4M
DekaBank Deutsche Girozentrale 0.12% No change 547,111 $67.4M
J. Safra Sarasin Holding AG 1.09% Reduce -0.7% 612,161 $67.0M
PFA Pension, Forsikringsaktieselskab 0.17% — 554,694 $61.5M
Aberdeen Group plc 0.09% Reduce -1.1% 558,062 $61.1M
Canada Pension Plan Investment Board 0.04% Reduce -30.9% 529,178 $58.0M
Cullen Capital Management, LLC 0.63% Reduce -6.0% 525,036 $57.5M
Storebrand Asset Management As 0.15% Reduce -0.4% 504,734 $55.3M
Victory Capital Management Inc. 0.03% Add +8.9% 488,761 $53.5M
Vest Financial, LLC 0.66% Add +10.2% 478,698 $52.4M
Envestnet Asset Management Inc. 0.02% Reduce -1.3% 470,478 $51.5M
Bank of Montreal 0.02% Add +10.6% 469,820 $51.4M
State Board of Administration of Florida Retirement System 0.09% Reduce -4.1% 451,107 $49.4M
CANADA LIFE ASSURANCE Co 0.09% Add +29.9% 450,844 $49.4M
Wealth Enhancement Advisory Services, LLC 0.07% Add +3.3% 414,847 $48.6M
Aviva PLC 0.08% Add +5.6% 434,669 $47.6M
Pinebridge Investments LLC 0.35% — 428,578 $46.9M
Bank of Nova Scotia 0.07% Add +22.4% 425,973 $46.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +20.3% 414,576 $46.1M
Nomura Asset Management Co. Ltd. 0.11% Add +2.4% 413,489 $45.3M
Korea Investment CORP 0.09% Reduce -0.3% 410,877 $45.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +471.5% 407,196 $44.6M
D. E. Shaw & Co. 0.04% Reduce -78.7% 396,847 $43.5M
New York State Teachers Retirement System 0.08% Reduce 0.0% 391,537 $42.9M
First Washington CORP 11.08% Add +5.3% 390,539 $42.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +15.4% 379,057 $41.5M
McDaniel Terry & Co. 3.58% Reduce -6.0% 375,350 $41.1M
Fiducient Advisors LLC 5.03% No change 365,929 $40.6M
Eurizon Capital SGR S.p.A. 0.13% — 369,153 $40.4M
Swedbank AB 0.04% Reduce -0.3% 369,015 $40.4M
Brandywine Global Investment Management, LLC 0.27% Reduce -1.1% 364,961 $40.0M
Raymond James Financial Inc. 0.01% Add +39.5% 360,024 $39.6M
Susquehanna Fundamental Investments, LLC 1.35% Add +824.1% 360,705 $39.5M
Optimist Retirement Group LLC 18.05% Reduce -0.1% 359,727 $39.4M
Gabelli Funds LLC 0.26% No change 347,800 $38.1M
LPL Financial LLC 0.01% Add +3.4% 337,696 $37.0M
Danske Bank A/S 0.08% Add +2.1% 328,340 $36.0M
Life Cycle Investment Partners Ltd 0.25% — 326,745 $35.8M
Norris Perne & French LLP 2.31% Add +24.0% 318,551 $34.9M
Caisse de depot et placement du Quebec 0.06% Add +111.8% 313,472 $34.3M
State of Wisconsin Investment Board 0.08% Add +2.8% 310,167 $34.0M
NEOS Investment Management LLC 0.19% Add +31.4% 299,106 $32.8M
APG Asset Management N.V. 0.09% Reduce -9.1% 343,369 $32.0M
Interval Partners, LP 0.74% New 290,897 $31.9M
Russell Investments Group, Ltd. 0.03% Reduce -2.7% 289,895 $31.8M
KLP Kapitalforvaltning As 0.12% Reduce -17.3% 271,236 $30.1M
Citadel Advisors 0.02% Add +34.1% 274,254 $30.0M
Parcion Private Wealth LLC 1.81% Add +1.0% 271,640 $29.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +22.6% 270,158 $29.6M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.6% 268,142 $29.4M
DNB Asset Management AS 0.10% Add +29.3% 268,069 $29.4M
Prudential Financial Inc. 0.03% Reduce -11.6% 263,546 $28.9M
Cwm, LLC 0.08% Reduce -0.4% 259,855 $28.5M
Woodline Partners LP 0.11% Reduce -44.1% 259,179 $28.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +18.7% 256,757 $28.1M
KBC Group NV 0.06% Reduce -36.5% 256,381 $28.1M
Pictet Asset Management Holding SA 0.03% Add +4.5% 249,955 $27.4M
Moran Wealth Management, LLC 0.80% Reduce -3.2% 237,209 $26.0M
Quantinno Capital Management LP 0.05% Add +31.1% 231,716 $25.4M
Donaldson Capital Management, LLC 0.81% New 231,670 $25.4M
Millennium Management 0.02% Reduce -44.2% 230,763 $25.3M
Man Group plc 0.05% Add +852.3% 230,525 $25.2M
CIBC Asset Management Inc 0.06% Add +32.1% 230,346 $25.2M
M&T Bank Corp 0.08% Add +13.6% 228,816 $25.1M
Nisa Investment Advisors, LLC 0.08% Add +3.9% 224,875 $24.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -10.6% 223,820 $24.5M
Asset Management One Co., Ltd. 0.07% Reduce -0.5% 219,751 $24.5M
Dorsey & Whitney Trust CO LLC 1.28% Reduce -31.7% 220,061 $24.1M
Jefferies Financial Group Inc. 0.20% New 215,974 $23.7M
Treasurer of the State of North Carolina 0.08% Reduce -6.8% 215,944 $23.6M
Public Employees Retirement System of Ohio 0.07% Reduce -0.8% 215,830 $23.6M
GMO 0.06% Reduce -14.9% 215,046 $23.5M
Assetmark, Inc. 0.05% Add +2.8% 212,450 $23.3M
Mediolanum International Funds Ltd 0.23% Add +448.3% 206,272 $22.9M
Stack Financial Management, Inc 1.71% Reduce -1.5% 204,499 $22.4M
Mn Services Vermogensbeheer B.V. 0.14% Add +2.8% 204,121 $22.4M
Credit Agricole S A 0.06% Add +21.0% 204,100 $22.4M
Robeco Institutional Asset Management B.V. 0.03% Reduce -11.7% 202,094 $22.1M
Mercer Global Advisors Inc. 0.03% Add +2.0% 200,176 $21.9M
Stifel Financial Corp. 0.02% Reduce -0.3% 199,792 $21.9M
State of New Jersey Common Pension Fund D 0.07% Reduce -0.9% 180,397 $19.8M
Guggenheim Capital LLC 0.14% Add +4.9% 178,457 $19.5M
Distillate Capital Partners LLC 1.00% Reduce -1.5% 177,362 $19.4M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Add +5.8% 169,846 $18.6M
Heritage Investors Management Corp. 0.53% Reduce -0.8% 167,600 $18.4M
Teacher Retirement System of Texas 0.06% Reduce -30.6% 164,001 $18.0M
State of Michigan Retirement System 0.09% Add +1.2% 162,266 $17.8M
Badgley Phelps Wealth Managers, LLC 0.32% Add +0.9% 158,086 $17.5M
Ancora Advisors LLC 0.36% Add +5.5% 159,306 $17.4M
Resona Asset Management Co.,Ltd. 0.08% Reduce -4.5% 157,999 $17.4M
Rafferty Asset Management, LLC 0.06% Reduce -8.0% 156,732 $17.2M
Calamos Advisors LLC 0.10% Reduce -3.9% 151,336 $16.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.24% — 151,321 $16.6M
D.A. Davidson & Co. 0.10% Reduce -4.3% 150,703 $16.5M
Schroder Investment Management Group 0.01% Add +63.5% 149,524 $16.4M
Texas Yale Capital Corp. 0.50% Add +1.8% 149,448 $16.4M
Voya Investment Management LLC 0.02% Reduce -5.3% 149,138 $16.3M
Arizona State Retirement System 0.09% Reduce -3.5% 147,861 $16.2M
Peak Asset Management, LLC 2.75% Add +0.1% 147,732 $16.2M
STRS Ohio 0.06% Add +21.4% 147,487 $16.2M
Bogart Wealth, LLC 0.64% Add +0.4% 145,456 $15.9M
Nissay Asset Management Corp. /Japan 0.08% Add +5.1% 143,374 $15.7M
Czech National Bank 0.10% Add +3.8% 138,488 $15.2M
Varma Mutual Pension Insurance Co 0.09% Add +2.3% 136,843 $15.0M
Oppenheimer Asset Management Inc. 0.18% Reduce -5.2% 131,979 $14.5M
Daiwa Securities Group Inc. 0.05% Add +5.8% 131,907 $14.4M
PNC Financial Services Group, Inc. 0.01% Add +0.8% 128,976 $14.1M
Mariner, LLC 0.02% Add +54.5% 127,891 $14.0M
Comerica Bank 0.06% Reduce -10.1% 126,293 $13.8M
MetLife Investment Management, LLC 0.07% Reduce -3.4% 125,740 $13.8M
Sei Investments Co. 0.01% Reduce -12.1% 124,881 $13.7M
Nordea Investment Management AB 0.01% Add +12.6% 122,451 $13.5M
State of Tennessee, Department of Treasury 0.04% Reduce -31.0% 109,377 $13.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -3.1% 122,165 $13.4M
Granite Investment Partners, LLC 0.77% Reduce -2.6% 118,301 $13.0M
Paradiem, LLC 2.99% Reduce -1.2% 114,208 $12.5M
Ethic Inc. 0.19% Add +5.0% 113,613 $12.4M
Retirement Systems of Alabama 0.04% Reduce -0.3% 111,730 $12.2M
Mengis Capital Management, Inc. 2.17% Add +16.1% 111,486 $12.2M
GF Fund Management Co. LTD. 0.21% Add +6.0% 110,783 $12.1M
Cerity Partners LLC 0.02% Add +9.5% 110,121 $12.1M
Wealthfront Advisers LLC 0.03% Add +15.7% 108,578 $11.9M
Natixis 0.05% Add +258.6% 106,520 $11.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -29.9% 105,772 $11.6M
Forsta Ap-Fonden 0.07% Reduce -2.3% 105,400 $11.5M
Nomura Asset Management International Inc. 0.02% — 105,310 $11.5M
B. Metzler seel. Sohn & Co. AG 0.10% Reduce -4.2% 104,572 $11.5M
Capital Fund Management S.A. 0.11% Add +26.0% 102,622 $11.2M
Rakuten Investment Management, Inc. 0.04% Add +13.9% 97,435 $10.9M
Cibc World Markets Corp. 0.05% — 98,568 $10.8M
Amalgamated Bank 0.08% Reduce -1.2% 98,364 $10.8M
Susquehanna International Group, LLP 0.01% Reduce -15.8% 97,649 $10.7M
ASR Vermogensbeheer N.V. 0.12% Reduce -1.0% 96,955 $10.6M
Handelsbanken Fonder AB 0.03% Add +0.3% 96,777 $10.6M
Rockefeller Capital Management L.P. 0.02% Add +5.3% 95,619 $10.5M
QRG Capital Management, Inc. 0.11% Reduce -33.6% 94,181 $10.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +23.5% 93,173 $10.2M
LBP Am SA 0.12% New 93,133 $10.2M
AIA Group Ltd 0.15% Add +256.4% 92,800 $10.2M
IFM Investors Pty Ltd 0.08% Add +5.2% 91,517 $10.0M
Creative Planning 0.01% Add +16.1% 91,333 $10.0M
Cullen/Frost Bankers, Inc. 0.11% Reduce -14.2% 89,588 $9.8M
Channing Capital Management, LLC 0.25% Reduce -2.3% 88,893 $9.7M
Kinsale Capital Group, Inc. 1.61% Add +4.7% 88,546 $9.7M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 88,000 $9.6M
W1M Asset Management Ltd 0.10% No change 87,997 $9.6M
Utah Retirement Systems 0.09% No change 85,166 $9.3M
Voleon Capital Management LP 0.20% Add +216.3% 84,264 $9.2M
Erste Asset Management GmbH 0.08% Add +35.1% 80,268 $8.9M
Franklin Resources Inc. 0.00% Add +2.5% 80,548 $8.8M
Xponance LLC 0.07% Reduce -4.7% 80,458 $8.8M
Vanguard Personalized Indexing Management, LLC 0.09% Add +7.4% 79,535 $8.7M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -4.4% 79,419 $8.7M
O'shaughnessy Asset Management, LLC 0.05% Add +8.3% 77,901 $8.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% — 76,200 $8.3M
Lifeworks Advisors, LLC 1.07% Add +13.7% 75,411 $8.3M
Advisors Asset Management, Inc. 0.14% Reduce -19.1% 74,621 $8.2M
Foster & Motley Inc. 0.43% Reduce -6.7% 73,462 $8.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -15.3% 73,356 $8.0M
Cetera Investment Advisers 0.01% Reduce -0.7% 73,141 $8.0M
Pathstone Holdings, LLC 0.03% Reduce -0.7% 72,731 $8.0M
New York Life Investment Management LLC 0.07% Add +1.0% 71,935 $7.9M
Macquarie Group Ltd. 0.03% Reduce -56.2% 70,991 $7.8M
GHP Investment Advisors, Inc. 0.31% Add +1.1% 69,867 $7.7M
Public Sector Pension Investment Board 0.03% Add +49.6% 68,296 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.2% 67,498 $7.4M
Yousif Capital Management, LLC 0.08% Reduce -5.3% 61,698 $7.4M
Janus Henderson Group PLC 0.00% Add +0.3% 65,433 $7.2M
Johnson Investment Counsel Inc. 0.06% Reduce -3.6% 65,358 $7.2M
iA Global Asset Management Inc. 0.09% Add +7.4% 65,292 $7.2M
Eliot Finkel Investment Counsel, LLC 4.37% Reduce -1.0% 65,164 $7.1M
Nomura Holdings Inc. 0.02% Add +83.0% 64,220 $7.0M
Isthmus Partners, LLC 0.77% Reduce -0.5% 63,623 $7.0M
USS Investment Management Ltd 0.03% Add +1.0% 63,585 $7.0M
Shelton Capital Management 0.14% Add +2.1% 62,944 $6.9M
Heritage Trust Co 0.70% Add +12.9% 62,436 $6.8M
Commonwealth Equity Services, LLC 0.01% Reduce -3.6% 62,315 $6.8M
Louisiana State Employees Retirement System 0.12% Reduce -6.1% 61,900 $6.8M
Ieq Capital, LLC 0.02% Add +4.4% 61,631 $6.7M
Orion Porfolio Solutions, LLC 0.05% Reduce -5.1% 60,556 $6.6M
Oregon Public Employees Retirement Fund 0.08% Add +0.2% 60,153 $6.6M
First American Trust, FSB 0.43% Add +63.3% 57,710 $6.3M
Capital Wealth Planning, LLC 0.04% Add +0.3% 57,650 $6.3M
Two Sigma Investments, LP 0.01% Add +23.1% 57,151 $6.3M
OP Asset Management Ltd 0.07% Add +1.0% 57,029 $6.2M
Inspire Investing, LLC 0.56% Add +5.9% 56,997 $6.2M
Mutual of America Capital Management LLC 0.06% Reduce -0.9% 56,410 $6.2M
Tocqueville Asset Management L.P. 0.09% Add +9.6% 56,155 $6.1M
QV Investors Inc. 0.50% Add +14.3% 56,030 $6.1M
Laird Norton Wetherby Trust Company, LLC 0.13% Add +393.3% 54,887 $6.1M
Susquehanna Portfolio Strategies, LLC 0.09% Reduce -48.1% 55,232 $6.0M
Waverly Advisors, LLC 0.05% Add +1168.0% 53,799 $5.9M
HB Wealth Management, LLC 0.04% Reduce -9.3% 52,808 $5.8M
State of Alaska, Department of Revenue 0.06% Reduce -7.4% 52,413 $5.7M
Norinchukin Bank, The 0.07% Add +11.4% 52,122 $5.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.9% 52,000 $5.7M
Neuberger Berman Group LLC 0.00% Add +7.2% 51,927 $5.7M
Hudson Capital Management LLC 1.47% Add +4.0% 51,915 $5.7M
HITE Hedge Asset Management LLC 0.36% New 50,758 $5.6M
Flputnam Investment Management Co. 0.08% Reduce -6.0% 50,318 $5.5M
Brown Advisory Inc. 0.01% Add +9.4% 48,358 $5.3M
Van Eck Associates Corp. 0.00% Reduce -64.1% 48,097 $5.3M
HighTower Advisors, LLC 0.01% Reduce -29.0% 47,575 $5.2M
AMJ Financial Wealth Management 1.25% New 47,495 $5.2M
Mirabella Financial Services LLP 0.53% Reduce -43.5% 47,444 $5.2M
Captrust Financial Advisors 0.01% Reduce -19.6% 47,314 $5.2M
JLB & Associates Inc. 0.69% Reduce -2.9% 47,005 $5.1M
Y-Intercept (Hong Kong) Ltd 0.11% Add +147.9% 46,414 $5.1M
UniSuper Management Pty Ltd 0.03% Reduce -5.4% 46,326 $5.1M
Profund Advisors LLC 0.15% Add +5.3% 46,104 $5.0M
Deane Retirement Strategies, Inc. 2.06% New 45,828 $5.0M
Old National Bancorp 0.08% Add +2128.6% 45,374 $5.0M
Verition Fund Management LLC 0.03% Add +4.5% 45,000 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Add +49.6% 43,717 $4.8M
Investment Management Corp of Ontario 0.06% Add +33.8% 43,114 $4.7M
Coldstream Capital Management Inc. 0.06% Reduce -3.0% 42,738 $4.7M
Hi-Line Capital Management, LLC 1.55% Add +5.8% 42,073 $4.7M
Nwam LLC 0.26% Reduce -16.3% 37,878 $4.6M
Teachers Retirement System of the State of Kentucky 0.03% No change 41,108 $4.5M
Tower Research Capital LLC (TRC) 0.11% Add +32.7% 40,225 $4.4M
OMERS ADMINISTRATION Corp 0.03% Add +9.0% 39,862 $4.4M
FORA Capital, LLC 0.53% Add +295.4% 39,699 $4.3M
Harvest Fund Management Co., Ltd 0.16% Add +21.7% 39,214 $4.3M
Endeavor Private Wealth, Inc. 1.23% Reduce -0.4% 38,658 $4.3M
Advisory Services Network, LLC 0.06% Add +0.9% 38,291 $4.2M
Watchman Group, Inc. 1.00% Reduce -2.2% 38,267 $4.2M
Allstate Corp. 0.06% Add +101.6% 38,223 $4.2M
Candriam S.C.A. 0.02% Add +19.5% 38,217 $4.2M
Elo Mutual Pension Insurance Co 0.06% Reduce -50.3% 38,136 $4.2M
Allianz Asset Management GmbH 0.00% Reduce -84.6% 37,671 $4.1M
Osaic Holdings, Inc. 0.01% Reduce -38.6% 37,015 $4.1M
AE Wealth Management LLC 0.02% Reduce -6.7% 36,941 $4.0M
Johnson Financial Group, Inc. 0.15% Add +8.3% 36,398 $4.0M
Mizuho Securities USA LLC 0.07% Reduce -0.0% 38,242 $4.0M
Fifth Third Bancorp 0.01% Add +2.0% 36,798 $4.0M
Baker Boyer National Bank 1.21% Add +728.0% 36,506 $4.0M
Janney Montgomery Scott LLC 0.01% Reduce -1.9% 36,010 $3.9M
Gotham Asset Management 0.01% Add +10.0% 34,895 $3.8M
Horizon Investments, LLC 0.05% Add +3.6% 34,696 $3.8M
Caxton Associates LLP 0.08% Reduce -16.0% 34,630 $3.8M
NorthCoast Asset Management LLC 0.08% Reduce -97.2% 34,559 $3.8M
MML Investors Services, LLC 0.01% Reduce -18.2% 34,250 $3.8M
Lakeside Advisors, INC. 2.38% Add +0.3% 34,053 $3.7M
Lombard Odier Asset Management (Switzerland) SA 0.15% New 33,200 $3.6M
Delta Capital Management LLC 2.06% Reduce -10.8% 33,040 $3.6M
Cairn Investment Group, Inc. 1.69% Reduce -6.6% 32,536 $3.6M
Kentucky Retirement Systems 0.10% No change 32,357 $3.5M
GAMCO Investors 0.03% Reduce -13.8% 32,247 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -68.9% 31,753 $3.5M
Fortitude Advisory Group L.L.C. 1.46% Add +0.7% 31,287 $3.4M
Harbour Investment Management LLC 1.82% Reduce -29.8% 30,889 $3.4M
ORG Partners LLC 0.61% Add +0.2% 31,136 $3.4M
Steward Partners Investment Advisory, LLC 0.02% Add +7.1% 30,973 $3.4M
&partners 0.02% Add +13.6% 30,910 $3.4M
Abn Amro Investment Solutions 0.05% Add +251.0% 30,546 $3.3M
Hartford Investment Management Co. 0.10% Reduce -1.5% 30,223 $3.3M
Scotia Capital Inc. 0.01% Add +7.8% 29,867 $3.3M
Crossmark Global Holdings, Inc. 0.05% Add +18.6% 29,508 $3.2M
Zevenbergen Capital Investments LLC 0.07% Add +7.7% 28,606 $3.1M
Prudential PLC 0.03% Add +51.3% 28,568 $3.1M
Caprock Group, LLC 0.07% Add +14.2% 28,123 $3.1M
Sanctuary Advisors, LLC 0.02% Add +2.0% 28,396 $3.1M
Kiley Juergens Wealth Management, LLC 0.67% Reduce -0.7% 28,133 $3.1M
McIlrath & Eck, LLC 0.28% Add +11.7% 28,010 $3.1M
Commerce Bank 0.02% Reduce -4.2% 27,884 $3.1M
Frank, Rimerman Advisors LLC 0.19% Add +6.1% 27,099 $3.0M
Gulf International Bank (UK) Ltd 0.09% Add +0.3% 26,202 $2.9M
Truist Financial Corp. 0.00% Reduce -6.2% 26,120 $2.9M
UMB Bank, n.a. 0.04% Reduce -20.9% 25,901 $2.8M
Applied Capital LLC 1.93% Add +1.0% 25,724 $2.8M
one8zero8, LLC 0.61% Reduce -2.1% 25,663 $2.8M
Fieldview Capital Management, LLC 0.48% New 25,596 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Add +1.2% 25,115 $2.8M
Maryland State Retirement & Pension System 0.06% No change 25,488 $2.8M
Oppenheimer & Co. Inc. 0.04% Reduce -5.9% 25,245 $2.8M
Kestra Advisory Services, LLC 0.01% Add +18.4% 25,105 $2.7M
Merit Financial Group, LLC 0.02% Add +165.8% 24,319 $2.7M
Howard Capital Management, LLC 0.03% Add +27.1% 23,998 $2.6M
Hennessy Advisors Inc. 0.09% Reduce -1.6% 23,900 $2.6M
New Mexico Educational Retirement Board 0.08% Add +0.8% 23,879 $2.6M
Private Advisor Group, LLC 0.01% Reduce -5.0% 23,865 $2.6M
CI Investments Inc. 0.01% Add +93.8% 23,839 $2.6M
Ameritas Investment Partners, Inc. 0.08% Add +6.2% 23,688 $2.6M
Allianz SE 0.03% No change 23,502 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.9% 23,122 $2.5M
Great Lakes Advisors, LLC 0.02% Reduce -4.0% 22,982 $2.5M
Blair William & Co. 0.01% Reduce -1.9% 22,616 $2.5M
Intech Investment Management LLC 0.02% Reduce -14.6% 22,609 $2.5M
AG2R La Mondiale Gestion D'actifs 0.11% Add +6.2% 22,409 $2.5M
Boothbay Fund Management, LLC 0.07% Reduce -25.2% 22,192 $2.4M
Farringdon Capital, Ltd. 0.59% Add +41.8% 22,107 $2.4M
Cascade Investment Advisors, Inc. 1.42% Add +8.8% 22,045 $2.4M
United Capital Financial Advisors, LLC 0.01% Reduce -1.1% 21,789 $2.4M
MUFG Securities EMEA plc 0.03% Add +114.4% 21,551 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce 0.0% 21,334 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -1.5% 20,893 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -29.6% 20,679 $2.3M
Lombard Odier Asset Management (USA) Corp 1.20% New 20,433 $2.2M
Twin Tree Management, LP 0.23% Add +78.2% 20,218 $2.2M
Jones Financial Companies LLLP 0.00% Add +18.0% 19,769 $2.2M
Commerzbank Aktiengesellschaft 0.04% No change 19,715 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% No change 19,701 $2.2M
Jane Street Group, LLC 0.00% Add +42.4% 19,645 $2.2M
PEAK6 LLC 0.06% Add +4974.1% 19,586 $2.1M
Keybank National Association 0.01% Add +10.7% 19,545 $2.1M
Park Avenue Securities LLC 0.02% Reduce -7.3% 19,277 $2.1M
Agp Franklin, LLC 0.98% Add +1.8% 19,171 $2.1M
Apollon Wealth Management, LLC 0.04% Add +3.7% 19,126 $2.1M
South Dakota Investment Council 0.04% Reduce -3.6% 18,914 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Add +76.7% 18,638 $2.1M
Generali Asset Management SPA SGR 0.04% Add +1.7% 18,850 $2.1M
Alps Advisors Inc. 0.01% Reduce -0.4% 18,810 $2.1M
Aspire Capital Advisors LLC 0.48% Reduce -1.7% 18,561 $2.0M
Beverly Hills Private Wealth, LLC 0.35% Reduce -7.8% 18,387 $2.0M
Whittier Trust Co. 0.02% Reduce -25.9% 17,187 $2.0M
Summit Trail Advisors, LLC 0.03% Reduce -28.2% 18,012 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% No change 18,138 $2.0M
Lester Murray Antman dba SimplyRich 0.51% Add +0.0% 17,963 $2.0M
EP Wealth Advisors, LLC 0.01% — 17,788 $1.9M
North Dakota State Investment Board 0.07% — 17,666 $1.9M
Empirical Finance, LLC 0.09% Reduce -4.3% 17,638 $1.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.78% — 17,364 $1.9M
Farther Finance Advisors, LLC 0.02% Add +66.5% 17,268 $1.9M
Insight Inv LLC 1.05% Reduce -1.7% 17,183 $1.9M
Steel Grove Capital Advisors, LLC 0.19% Reduce -8.5% 16,952 $1.9M
Fortis Group Advisors, LLC 0.31% New 15,067 $1.9M
Arjuna Capital 0.45% New 16,846 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 16,781 $1.8M
E. Ohman J:or Asset Management AB 0.04% Reduce -28.5% 16,729 $1.8M
1834 Investment Advisors Co. 0.23% New 16,721 $1.8M
Metis Global Partners, LLC 0.04% Reduce -6.4% 16,642 $1.8M
Harfst & Associates, Inc. 0.32% Reduce -0.6% 16,200 $1.8M
Brookstone Capital Management 0.02% Reduce -14.6% 16,175 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -0.6% 16,167 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.1% 16,158 $1.8M
Mutual Advisors, LLC 0.04% Reduce -2.4% 16,090 $1.8M
Vident Advisory, LLC 0.02% Reduce -5.5% 15,930 $1.7M
Choreo, LLC 0.02% Add +3.4% 15,722 $1.7M
Quadrant Capital Group LLC 0.05% Add +40.9% 15,753 $1.7M
Highview Capital Management LLC 0.61% New 15,742 $1.7M
Kennondale Capital Management LLC 1.26% No change 15,601 $1.7M
Tidal Investments LLC 0.01% Add +37.1% 15,560 $1.7M
Vise Technologies, Inc. 0.03% Add +1.0% 15,446 $1.7M
RAM Investment Partners, LLC 0.30% Reduce -4.0% 15,382 $1.7M
Savant Capital, LLC 0.01% Add +10.7% 15,319 $1.7M
Bessemer Group Inc. 0.00% Add +0.3% 15,306 $1.7M
SummitTX Capital, L.P. 0.05% New 15,246 $1.7M
Fiduciary Trust Co 0.02% Reduce -1.6% 15,068 $1.7M
China Universal Asset Management Co., Ltd. 0.13% Add +7.2% 14,863 $1.6M
Signet Financial Management, LLC 0.18% Reduce -5.1% 14,866 $1.6M
Praxis Investment Management Inc. 0.10% No change 14,850 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +63.8% 14,778 $1.6M
Meeder Advisory Services, Inc. 0.07% Add +27.9% 14,712 $1.6M
Columbia Bank 0.44% No change 14,562 $1.6M
Net Worth Advisory Group 0.32% Reduce -15.4% 14,533 $1.6M
Boit C F David 0.68% No change 13,330 $1.6M
Securian Asset Management, Inc. 0.06% Reduce -43.7% 14,281 $1.6M
Park National Corp. 0.05% Reduce -0.1% 14,243 $1.6M
Forum Financial Management, LP 0.02% Add +6.7% 14,231 $1.6M
Wedbush Securities Inc. 0.05% Reduce -2.6% 14,203 $1.6M
Mufg Securities Americas Inc. 0.10% Reduce -0.1% 14,149 $1.5M
PKO Investment Management Joint-Stock Co 0.12% New 14,000 $1.5M
Squarepoint Ops LLC 0.00% Reduce -96.3% 13,997 $1.5M
Wayfinding Financial, LLC 0.64% Reduce -1.3% 13,713 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -94.2% 13,823 $1.5M
Twelve Points Wealth Management LLC 0.34% Reduce -23.4% 12,701 $1.5M
Applied Finance Capital Management, LLC 0.11% Reduce -18.6% 13,723 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% No change 13,563 $1.5M
Glenmede Trust Co. NA 0.01% — 13,482 $1.5M
Hall Laurie J Trustee 0.49% No change 13,371 $1.5M
Donoghue Forlines LLC 0.45% Reduce -12.0% 13,268 $1.5M
Bluespring Wealth Management, LLC 0.12% Reduce -3.0% 13,032 $1.4M
Canada Post Corp Registered Pension Plan 0.06% Add +51.6% 13,187 $1.4M
Lodestone Wealth Management LLC 0.59% Reduce -7.8% 13,162 $1.4M
Hohimer Wealth Management, LLC 0.20% Add +2.3% 13,156 $1.4M
Exchange Traded Concepts, LLC 0.01% Add +2.4% 13,076 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +0.4% 13,066 $1.4M
Pinnacle Associates Ltd. 0.02% Add +16.1% 12,524 $1.4M
Linden Thomas Advisory Services, LLC 0.14% Add +4.0% 12,403 $1.4M
Berkeley Capital Partners, LLC 0.31% Reduce -17.1% 12,106 $1.3M
Lido Advisors, LLC 0.01% Reduce -0.5% 13,394 $1.3M
GAMMA Investing LLC 0.07% Add +21.0% 12,078 $1.3M
London Co. of Virginia 0.01% No change 11,992 $1.3M
Easterly Investment Partners LLC 0.08% No change 11,575 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.3% 11,539 $1.3M
Plato Investment Management Ltd 0.08% No change 11,430 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +1.5% 11,447 $1.3M
AustralianSuper Pty Ltd 0.01% New 11,228 $1.2M
Siemens Fonds Invest GmbH 0.07% Reduce -39.4% 11,031 $1.2M
Banque Cantonale Vaudoise 0.04% Reduce -19.4% 10,957 $1.2M
Intellectus Partners, LLC 0.23% Add +1.2% 10,808 $1.2M
Greenleaf Trust 0.01% Reduce -2.1% 10,772 $1.2M
Everett Harris & Co. 0.01% Reduce -3.0% 10,733 $1.2M
Bleakley Financial Group, LLC 0.02% New 10,732 $1.2M
J.W. Cole Advisors, Inc. 0.03% Reduce -20.6% 10,717 $1.2M
Timber Creek Capital Management LLC 0.27% No change 10,500 $1.1M
ZEGA Investments, LLC 0.22% No change 10,500 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -1.8% 10,254 $1.1M
Canandaigua National Bank & Trust Co. 0.10% Reduce -7.1% 10,268 $1.1M
Smart Money Group LLC 0.33% Reduce -1.5% 10,199 $1.1M
Vestcor Inc 0.03% No change 10,176 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.31% Add +64.0% 10,126 $1.1M
DecisionMap Wealth Management, LLC 0.68% Add +0.4% 10,025 $1.1M
Greykasell Wealth Strategies, Inc. 0.43% Reduce -1.9% 9,852 $1.1M
Clearstead Advisors, LLC 0.01% Add +14.8% 9,851 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.8% 9,827 $1.1M
Matrix Trust Co 0.18% Add +229.1% 9,703 $1.1M
Allworth Financial LP 0.00% Add +18.6% 9,666 $1.1M
Headlands Technologies LLC 0.09% Reduce -40.3% 9,647 $1.1M
Capital Investment Counsel, Inc 0.12% No change 9,625 $1.1M
Burney Co./ 0.03% Add +0.7% 9,541 $1.0M
Bokf, NA 0.02% Reduce -17.2% 9,452 $1.0M
Callan Family Office, LLC 0.02% Add +30.2% 9,398 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -16.7% 9,187 $1.0M
Sowell Financial Services LLC 0.04% Reduce -2.0% 9,173 $1.0M
Uncommon Cents Investing LLC 0.24% Add +0.6% 9,153 $1.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% No change 9,071 $993K
Madrona Financial Services, LLC 0.21% Reduce -4.6% 8,944 $979K
Great Diamond Partners, LLC 0.19% No change 8,944 $979K
Castle Rock Wealth Management, LLC 0.21% Add +0.1% 7,640 $969K
RMR Wealth Builders 0.08% Add +0.1% 8,711 $954K
Apella Capital, LLC 0.02% Add +4.9% 8,615 $943K
Syon Capital LLC 0.05% Add +12.9% 8,609 $943K
Wealth Group Ltd 0.21% No change 8,500 $931K
ICICI Prudential Asset Management Co Ltd 0.11% Add +4.5% 8,429 $923K
Wedmont Private Capital 0.03% Reduce -1.4% 7,986 $921K
Vontobel Holding Ltd. 0.00% Add +38.7% 8,394 $919K
Denali Advisors LLC 0.10% Add +10.6% 8,350 $914K
Jump Financial, LLC 0.01% Reduce -58.7% 8,223 $901K
Pacific Sage Partners, LLC 0.14% Reduce -26.6% 8,214 $900K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -19.4% 8,211 $899K
MAI Capital Management 0.01% Add +0.1% 8,211 $899K
Inceptionr LLC 0.25% Reduce -44.3% 8,149 $892K
Perpetual Ltd 0.01% No change 8,143 $892K
Eads & Heald Wealth Management 0.43% Reduce -2.6% 8,108 $888K
TCW Group Inc. 0.01% New 8,091 $886K
Brooklyn Investment Group 0.04% Add +43.3% 7,879 $878K
One Degree Advisors Inc 0.24% No change 7,997 $875K
CHICAGO TRUST Co NA 0.14% Add +17.6% 7,967 $872K
Fruth Investment Management 0.23% No change 7,922 $867K
Balyasny Asset Management L.P. 0.00% New 7,860 $861K
Hilltop Holdings Inc. 0.05% Reduce -30.1% 7,825 $857K
HighPoint Advisor Group LLC 0.02% Add +0.3% 7,816 $856K
Insight Wealth Partners, LLC 0.36% Add +0.1% 7,799 $854K
Principal Securities, Inc. 0.01% Reduce -7.7% 7,742 $848K
Sagespring Wealth Partners, LLC 0.02% Reduce -0.8% 7,738 $847K
Robinswood Financial LLC 0.27% No change 7,732 $847K
Kestra Private Wealth Services, LLC 0.01% New 7,715 $845K
Tema ETFs LLC 0.07% Reduce -0.3% 7,669 $840K
Signaturefd, LLC 0.01% Add +14.2% 7,634 $836K
First National Bank of Mount Dora, Trust Investment Services 0.18% Reduce -14.7% 7,613 $834K
RiverFront Investment Group, LLC 0.01% No change 7,593 $832K
Jacobi Capital Management LLC 0.05% Add +2.7% 7,583 $830K
Parallel Advisors, LLC 0.02% Reduce -1.9% 7,571 $829K
Freestone Capital Holdings, LLC 0.02% Reduce -4.6% 7,570 $829K
Inspire Advisors, LLC 0.08% Add +1.5% 7,458 $817K
Ritholtz Wealth Management 0.01% Add +8.8% 7,330 $803K
Caisse Des Depots Et Consignations 0.02% Reduce -80.3% 7,287 $798K
Fideuram Asset Management (Ireland) dac 0.06% — 7,466 $788K
GTS Securities LLC 0.03% Reduce -35.1% 7,189 $787K
Anchyra Partners LLC 0.24% — 7,186 $787K
Dakota Wealth Management 0.01% Add +5.1% 7,063 $783K
Founders Financial Securities LLC 0.05% Add +7.3% 7,117 $779K
Hunter Associates Investment Management LLC 0.10% No change 7,025 $769K
Crescent Sterling, Ltd. 0.78% Add +0.0% 6,992 $766K
Insight Advisors, LLC/ PA 0.12% Reduce -2.5% 6,956 $762K
Brown Brothers Harriman & Co. 0.00% Add +41.4% 6,912 $757K
Hancock Whitney Corp. 0.01% Add +2.7% 6,903 $756K
Compound Planning, Inc. 0.02% Add +10.0% 6,889 $754K
Ballentine Partners, LLC 0.01% Add +9.7% 6,677 $731K
Valeo Financial Advisors, LLC 0.02% Add +4.7% 6,664 $730K
Stephens Inc. 0.01% Add +0.1% 6,469 $729K
NBT Bank, N.A. 0.05% Reduce -24.6% 6,562 $719K
Sompo Asset Management Co., Ltd. 0.12% Add +23.5% 6,520 $714K
World Investment Advisors 0.01% Add +19.7% 6,402 $701K
Gilpin Wealth Management, LLC 0.56% — 6,395 $700K
Turn8 Private Wealth Inc. 0.50% Add +0.3% 6,384 $699K
Sumitomo Life Insurance Co. 0.02% Add +0.0% 6,360 $696K
Baring Financial LLC 0.42% Add +0.1% 6,354 $696K
Choate Investment Advisors 0.01% Reduce -5.8% 6,346 $695K
Mgo One Seven LLC 0.01% Add +55.9% 6,269 $687K
Journey Strategic Wealth LLC 0.02% Add +1.9% 6,262 $686K
Basecamp Wealth Advisors LLC 0.15% — 6,223 $681K
Leeward Financial Partners, LLC 0.19% Reduce -73.3% 6,177 $676K
NewEdge Advisors, LLC 0.00% Add +32.2% 6,097 $668K
First Foundation Advisors 0.02% No change 6,000 $657K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,609 $657K
Pinnacle West Asset Management, Inc. 0.42% Reduce -0.8% 5,870 $643K
von Borstel & Associates, Inc. 0.15% Reduce -70.6% 5,792 $642K
Castleark Management LLC 0.02% No change 5,774 $632K
Brandywine Oak Private Wealth LLC 0.05% Reduce -4.1% 5,726 $627K
Los Angeles Capital Management LLC 0.00% Add +104.2% 6,336 $626K
Citizens Financial Group Inc. 0.01% Add +5.5% 5,717 $626K
Global Retirement Partners, LLC 0.01% Add +25.3% 5,706 $625K
Checchi Capital Advisers, LLC 0.04% Reduce -0.8% 5,667 $621K
Ellevest, Inc. 0.08% Add +8.5% 5,575 $611K
Smartleaf Asset Management LLC 0.02% Add +0.9% 5,257 $583K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.2% 5,267 $577K
Independent Advisor Alliance 0.01% Add +0.7% 5,243 $574K
Meeder Asset Management Inc. 0.03% Reduce -46.9% 5,148 $564K
Northwest Quadrant Wealth Management, LLC 0.12% Add +0.2% 5,145 $563K
Sunpointe, LLC 0.18% Add +1.5% 5,004 $555K
ABN AMRO Bank N.V. 0.01% No change 5,073 $553K
Capital Investment Advisors, LLC 0.01% Reduce -26.7% 5,050 $553K
Archford Capital Strategies, LLC 0.06% Reduce -9.9% 4,938 $541K
Cigna Investments Inc. 0.08% Reduce -1.5% 4,928 $539K
Soltis Investment Advisors LLC 0.04% Add +3.2% 4,888 $535K
CX Institutional 0.02% Add +1.0% 4,856 $532K
CIBC Private Wealth Group LLC 0.00% Add +6.7% 4,773 $523K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.7% 4,760 $521K
Atria Investments, Inc 0.01% Add +7.2% 4,758 $521K
TrinityBridge Ltd 0.01% No change 4,730 $518K
Integrated Advisors Network LLC 0.02% Reduce -0.9% 4,695 $514K
BSW Wealth Partners 0.06% Add +21.5% 4,694 $514K
Cresset Asset Management, LLC 0.00% Reduce -1.4% 4,629 $514K
Hamilton Capital, LLC 0.03% — 4,604 $504K
Cynosure Group, LLC 0.05% New 4,580 $502K
EFG International AG 0.01% — 4,559 $499K
Wealthspire Advisors, LLC 0.00% Add +1349.2% 4,536 $497K
Dynamic Technology Lab Private Ltd 0.11% New 4,490 $492K
Asahi Life Asset Management Co., LTD. 0.27% New 4,484 $491K
Impact Partnership Wealth, LLC 0.06% New 4,483 $491K
Aptus Capital Advisors, LLC 0.00% Add +7.1% 4,472 $490K
Claris Advisors, LLC / Mo / 0.15% Reduce -37.6% 4,430 $485K
Kingsview Wealth Management, LLC 0.01% Reduce -0.8% 4,415 $483K
Omnia Family Wealth, LLC 0.14% Add +3.9% 4,357 $483K
Venturi Wealth Management, LLC 0.02% Add +27.3% 4,385 $480K
XTX Topco Ltd 0.01% Add +48.0% 4,350 $476K
Jackson Creek Investment Advisors LLC 0.14% Reduce -1.6% 4,347 $476K
Perigon Wealth Management, LLC 0.01% Reduce -30.0% 4,331 $474K
Ostrum Asset Management 0.02% Reduce -24.9% 4,306 $472K
Capital Planning LLC 0.13% No change 4,169 $471K
Grunden Financial Advisory, Inc. 0.18% Add +0.1% 4,268 $467K
Balefire, LLC 0.09% Add +0.9% 4,200 $460K
Zuckerman Investment Group, LLC 0.04% Reduce -30.4% 4,173 $457K
Birmingham Capital Management Co. Inc. 0.20% No change 4,162 $456K
GDS Wealth Management 0.03% Reduce -1.4% 4,096 $449K
NewEdge Wealth, LLC 0.01% New 4,092 $448K
Dorato Capital Management 0.33% — 3,726 $443K
Mather Group, Llc. 0.00% Reduce -1.7% 4,049 $443K
Argent Trust Co 0.02% Reduce -5.8% 4,037 $442K
Silvercrest Asset Management Group LLC 0.00% No change 3,974 $435K
West Family Investments, Inc. 0.10% Reduce -11.7% 3,967 $434K
Arbor Capital Management Inc. 0.36% No change 3,666 $428K
Crestwood Advisors Group, LLC 0.01% Add +8.8% 3,903 $427K
Violich Capital Management, Inc. 0.05% No change 3,900 $427K
Atlantic Edge Private Wealth Management, LLC 0.11% Reduce -1.3% 3,891 $426K
Cibc World Market Inc. 0.00% Reduce -20.8% 3,875 $424K
Premier Path Wealth Partners, LLC 0.05% Add +6.3% 3,873 $424K
Independent Financial Group, LLC 0.01% Reduce -3.1% 3,853 $422K
Riverwater Partners LLC 0.16% Reduce -1.7% 3,831 $420K
Huntington National Bank 0.00% Add +13.0% 3,829 $419K
Foundations Investment Advisors, LLC 0.01% Add +5.2% 3,828 $419K
Fidelis Capital Partners, LLC 0.03% Add +1.3% 3,819 $418K
Cidel Asset Management Inc. 0.03% Add +6.8% 3,799 $416K
Penobscot Investment Management Company, Inc. 0.03% No change 3,799 $416K
ING Groep NV 0.00% Reduce -91.7% 3,766 $412K
Edgestream Partners, L.P. 0.01% Reduce -95.1% 3,743 $410K
Optiver Holding B.V. 0.01% New 3,732 $409K
Norden Group LLC 0.04% Add +0.0% 3,690 $404K
Arax Advisory Partners 0.01% Reduce -73.1% 3,660 $401K
Richards, Merrill & Peterson, Inc. 0.15% Add +0.1% 3,656 $400K
First Horizon Corp. 0.02% Add +123.6% 3,651 $400K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% New 3,992 $396K
Strategic Investment Advisors / MI 0.03% Reduce -5.4% 3,607 $395K
Aaron Wealth Advisors LLC 0.02% New 3,600 $394K
V-Square Quantitative Management LLC 0.04% New 3,589 $393K
Moss Adams Wealth Advisors LLC 0.03% Add +13.5% 3,554 $391K
Osmosis Investment Management UK Ltd 0.01% — 3,497 $387K
Raiffeisen Bank International AG 0.01% Reduce -6.3% 3,486 $387K
Stiles Financial Services Inc 0.12% Add +1.4% 3,521 $386K
Corient IA LP 0.36% No change 3,500 $383K
Bellevue Asset Management, LLC 0.12% Add +0.1% 3,483 $381K
Sage Mountain Advisors LLC 0.02% Add +14.3% 3,460 $379K
Fulton Bank, N.A. 0.01% Add +3.2% 3,458 $379K
Rwa Wealth Partners, LLC 0.00% No change 3,442 $377K
Nicolet Advisory Services, LLC 0.03% Add +2.4% 3,171 $376K
Patrick M Sweeney & Associates, Inc. 0.23% Reduce -0.9% 3,414 $374K
Teza Capital Management LLC 1.20% Add +7.7% 3,395 $372K
Clifford Swan Investment Counsel LLC 0.01% No change 3,343 $366K
Tiaa Trust, National Association 0.00% No change 3,315 $363K
GC Wealth Management RIA, LLC 0.01% Reduce -63.5% 3,283 $360K
Becker Capital Management Inc. 0.01% Add +0.6% 3,219 $357K
American Alpha Advisors, LLC 0.22% New 3,237 $354K
Prospera Financial Services Inc 0.01% Reduce -4.4% 3,195 $350K
Integrated Wealth Concepts LLC 0.00% Reduce -24.0% 3,197 $350K
Savvy Advisors, Inc. 0.01% Add +28.8% 3,164 $346K
Abc Arbitrage SA 0.03% New 3,148 $345K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.8% 3,129 $343K
Pinnacle Financial Partners, Inc. 0.00% — 3,127 $342K
SmartHarvest Portfolios, LLC 0.12% — 3,100 $339K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.17% Add +24.0% 3,100 $339K
Panagora Asset Management Inc. 0.00% No change 3,100 $339K
AlphaCore Capital LLC 0.01% New 3,056 $338K
Next Level Private LLC 0.09% Add +0.3% 3,081 $337K
Auxano Advisors, LLC 0.07% Reduce -0.0% 3,076 $337K
Financial Planning Hawaii, Inc. 0.19% — 3,040 $333K
Ascent Group, LLC 0.01% Reduce -7.3% 3,029 $332K
Schneider Downs Wealth Management Advisors, LP 0.04% No change 3,016 $330K
Southeast Asset Advisors, LLC 0.03% No change 3,000 $329K
Conning Inc. 0.01% Reduce -19.2% 2,991 $328K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +40.3% 2,942 $322K
Financial Engines Advisors L.L.C. 0.00% Add +0.7% 2,912 $319K
Parkside Financial Bank & Trust 0.02% Add +3.1% 2,898 $317K
Fulcrum Capital LLC 0.06% No change 2,876 $315K
DRW Securities, LLC 0.02% New 2,877 $314K
Penserra Capital Management LLC 0.00% Reduce -0.5% 2,868 $313K
XML Financial, LLC 0.03% Add +11.1% 2,855 $313K
Engineers Gate Manager LP 0.00% Reduce -97.5% 2,809 $308K
International Assets Investment Management, LLC 0.02% Add +0.5% 2,805 $307K
STF Management LP 0.28% Reduce -65.3% 2,747 $301K
DAVENPORT & Co LLC 0.00% Reduce -0.9% 2,739 $300K
D.B. Root & Company, LLC 0.07% Add +3.8% 2,720 $298K
Renasant Bank 0.20% Reduce -1.6% 2,697 $295K
Forbes J M & Co. LLP 0.02% No change 2,664 $292K
Horst & Graben Wealth Management LLC 0.04% Add +0.6% 2,662 $292K
Jackson Square Capital, LLC 0.06% Add +3.5% 2,650 $290K
Capital Advisors Wealth Management, LLC 0.04% Reduce -13.0% 2,648 $290K
L2 Asset Management, LLC 0.04% Add +7.1% 2,643 $289K
Evolve Private Wealth, LLC 0.02% — 2,603 $289K
Nia Impact Advisors, LLC 0.10% Add +0.2% 2,636 $289K
Drive Wealth Management, LLC 0.06% Add +1.1% 2,602 $289K
Fullerton Fund Management Co Ltd. 0.01% New 2,626 $288K
Synergy Asset Management, LLC 0.03% Reduce -74.5% 2,622 $287K
Regent Peak Wealth Advisors LLC 0.06% Add +1.7% 2,611 $286K
Krilogy Financial LLC 0.01% Add +1.6% 2,336 $285K
Optas, LLC 0.04% Add +6.5% 2,601 $285K
J2 Capital Management Inc 0.21% Add +1.4% 2,597 $284K
Lazard Asset Management LLC 0.00% Reduce -55.6% 2,587 $283K
AlphaGrep UK Ltd 0.09% — 2,580 $283K
Advisors Capital Management, LLC 0.00% Reduce -2.4% 2,560 $280K
FourThought Financial Partners, LLC 0.02% Reduce -0.1% 2,533 $277K
Sonata Capital Group Inc. 0.10% Reduce -16.5% 2,530 $277K
Integrity Financial Corp 0.14% No change 2,475 $275K
Stratos Wealth Advisors, LLC 0.01% No change 2,503 $274K
OneAscent Family Office, LLC 0.18% New 2,490 $273K
Volterra Technologies LP 0.28% New 2,472 $271K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -13.6% 2,471 $271K
Composition Wealth, LLC 0.00% Add +1.5% 2,464 $270K
Keel Point, LLC 0.02% Add +10.2% 2,452 $269K
Gateway Investment Advisers LLC 0.00% New 2,402 $263K
Koshinski Asset Management, Inc. 0.02% New 2,382 $261K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.0% 2,374 $260K
Peak Retirement Planning, Inc. 0.06% Reduce -0.0% 2,371 $260K
Rathbones Group PLC 0.00% No change 2,369 $259K
PDS Planning, Inc 0.02% New 2,362 $259K
PCM Encore, LLC 0.05% — 2,357 $258K
Frec Markets, Inc. 0.08% — 2,347 $257K
Institute for Wealth Management, LLC. 0.03% No change 2,322 $254K
Westpac Banking Corp. 0.02% Add +684.5% 2,322 $254K
King Luther Capital Management Corp. 0.00% No change 2,308 $253K
Integris Wealth Management, LLC 0.06% No change 2,305 $252K
WealthPlan Investment Management, LLC 0.02% Add +0.8% 2,298 $252K
Cary Street Partners Investment Advisory LLC 0.07% Add +0.1% 2,298 $252K
Arkadios Wealth Advisors 0.01% Reduce -20.5% 2,278 $250K
Alpha Family Trust 0.11% No change 2,277 $249K
Diversify Advisory Services, LLC 0.01% New 2,045 $248K
Interchange Capital Partners, LLC 0.05% Reduce -8.2% 2,262 $248K
IHT Wealth Management, LLC 0.01% Reduce -0.7% 2,256 $247K
McCarter Private Wealth Services LLC 0.11% No change 2,250 $246K
Avenir Corp. 0.03% No change 2,250 $246K
Federated Hermes, Inc. 0.00% Reduce -0.2% 2,240 $245K
Kessler Investment Group, LLC 0.10% Reduce -2.7% 2,235 $245K
Marble Wealth, LLC 0.03% — 2,225 $244K
71 West Capital Partners 0.01% — 2,221 $243K
Caerus Investment Advisors, LLC 0.08% New 2,220 $243K
Avise Financial Cooperative, Inc. 0.22% — 2,216 $243K
Turtle Creek Wealth Advisors, LLC 0.02% New 2,213 $242K
Summit Financial, LLC 0.00% Add +3.7% 2,155 $239K
NorthRock Partners, LLC 0.00% Reduce -69.4% 2,263 $239K
FSM Wealth Advisors, LLC 0.03% New 2,181 $239K
Traynor Capital Management, Inc. 0.01% Add +0.1% 2,167 $237K
Geneos Wealth Management Inc. 0.01% Add +11.0% 2,163 $237K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 2,127 $236K
Patton Fund Management, Inc. 0.03% Reduce -10.4% 2,146 $235K
Aprio Wealth Management, LLC 0.01% New 1,944 $235K
Texas Capital Bank Wealth Management Services Inc 0.01% New 2,122 $232K
Argonautica Private Wealth Management, Inc. 0.07% Reduce -4.2% 2,118 $232K
Childress Capital Advisors, LLC 0.04% Add +1.1% 2,118 $232K
Aire Advisors, LLC 0.04% No change 2,108 $231K
Harbour Investments, Inc. 0.00% Reduce -13.8% 2,094 $229K
Calamos Wealth Management LLC 0.01% New 2,094 $229K
Manchester Capital Management LLC 0.03% Add +5.4% 2,086 $228K
Caitong International Asset Management Co., Ltd 0.06% Add +1112.2% 2,085 $228K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.8% 2,076 $227K
Concurrent Investment Advisors, LLC 0.00% New 2,064 $226K
Elevation Wealth Management LLC 0.21% — 2,017 $224K
LRI Investments, LLC 0.02% No change 2,042 $224K
MidFirst Bank 0.02% — 2,029 $222K
Pinnacle Wealth Planning Services, Inc. 0.02% New 2,026 $222K
E Fund Management (Hong Kong) Co., Ltd. 0.07% Add +379.5% 1,779 $222K
Pine Haven Investment Counsel, Inc 0.16% New 2,022 $221K
Chancellor Financial Group WB LP 0.15% New 2,018 $221K
Prelude Capital Management, LLC 0.02% New 2,018 $221K
Bensler, LLC 0.02% New 2,012 $220K
Capital International Sarl 0.00% New 1,999 $219K
Lotus Technology Management, LP 0.12% — 1,987 $218K
Sigma Planning Corp 0.01% New 1,985 $217K
Impact Capital Partners LLC 0.06% New 1,978 $217K
Hamilton Point Investment Advisors, LLC 0.03% New 1,950 $216K
Scientech Research LLC 0.13% New 1,958 $214K
Significant Wealth Partners LLC 0.24% Reduce -51.8% 1,947 $213K
Plancorp, LLC 0.01% New 1,944 $213K
Barnes Wealth Management Group, Inc 0.11% New 1,933 $212K
Alta Advisers Ltd 0.08% Reduce -29.4% 1,922 $210K
111 Capital 0.05% Reduce -38.7% 1,918 $210K
Clark Capital Management Group, Inc. 0.00% New 1,898 $208K
Rossby Financial, LCC 0.07% Add +2.4% 1,896 $208K
Welch Group, LLC 0.01% Reduce -67.5% 1,896 $208K
Evoke Wealth, LLC 0.00% Reduce -39.5% 1,860 $206K
Gerber, LLC 0.11% New 1,882 $206K
Catalyst Financial Partners LLC 0.02% New 1,880 $206K
Moody National Bank Trust Division 0.02% New 1,873 $205K
Rehmann Capital Advisory Group 0.01% Reduce -12.3% 1,853 $203K
Alpha Financial Partners LLC 0.12% New 1,845 $202K
Regions Financial Corp. 0.00% New 1,843 $202K
AIFG Consultants Ltd. 0.35% New 1,838 $201K
Eagle Bay Advisors LLC 0.15% New 1,807 $201K
Waddell & Associates, LLC 0.01% New 1,832 $201K
Ofi Invest Asset Management 0.00% Add +56.4% 2,135 $199K
Asset Dedication, LLC 0.01% Add +792.5% 1,785 $195K
Tiemann Investment Advisors, LLC 0.07% New 1,705 $187K
Parallax Volatility Advisers, L.P. 0.01% New 1,699 $186K
CoreCap Advisors, LLC 0.01% Add +2.0% 1,596 $175K
Summit Securities Group LLC 0.03% Add +818.0% 1,579 $173K
Capital Analysts, LLC 0.00% Add +0.3% 1,568 $172K
Quent Capital, LLC 0.01% Add +10.4% 1,557 $170K
Cromwell Holdings LLC 0.09% No change 1,519 $168K
TD Private Client Wealth LLC 0.00% Reduce -59.3% 1,530 $168K
Larson Financial Group LLC 0.01% Add +3.7% 1,498 $164K
United Community Bank 0.06% Reduce -0.6% 1,493 $163K
CYBER HORNET ETFs LLC 0.10% Add +6.2% 1,486 $163K
Hantz Financial Services, Inc. 0.00% Add +66.2% 1,444 $158K
Rosenberg Matthew Hamilton 0.03% No change 1,433 $157K
Curat Global, LLC 0.17% No change 1,364 $149K
Hazlett, Burt & Watson, Inc. 0.04% Add +50.5% 1,273 $139K
Sentry Investment Management LLC 0.09% No change 1,254 $137K
Private Wealth Asset Management, LLC 0.01% No change 1,239 $136K
Tradewinds Capital Management, LLC 0.03% No change 1,229 $135K
Blue Trust, Inc. 0.00% Reduce -8.4% 1,219 $134K
IFP Advisors, Inc 0.00% Add +13.9% 1,193 $131K
Hartford Financial Management Inc. 0.03% No change 1,182 $129K
Root Financial Partners, LLC 0.01% Add +30.7% 1,125 $123K
Private Trust Co. NA 0.01% No change 1,116 $122K
Grove Bank & Trust 0.01% Add +18.1% 1,097 $120K
Zions Bancorporation, National Association 0.01% Add +25.5% 1,083 $119K
Trust Co. of Vermont 0.00% Add +3.7% 1,065 $117K
First Pacific Financial 0.02% Add +11.1% 1,058 $116K
First United Bank & Trust 0.04% No change 1,056 $116K
TFC Financial Management, Inc. 0.01% No change 1,035 $113K
CVA Family Office, LLC 0.01% Add +4.6% 995 $109K
SageView Advisory Group, LLC 0.00% New 987 $108K
Essential Partners LLC 0.03% Add +73.6% 979 $107K
Sterling Capital Management LLC 0.00% Reduce -43.3% 972 $106K
eCIO, Inc. 0.05% New 963 $105K
Rothschild Investment LLC 0.01% Add +15.9% 960 $105K
Security National Bank 0.01% Reduce -37.4% 920 $101K
Deseret Mutual Benefit Administrators 0.04% Add +9.9% 887 $97K
Clearstead Trust, LLC 0.02% Reduce -0.6% 883 $97K
Avalon Trust Co 0.01% Reduce -43.5% 875 $96K
Loomis Sayles & Co. L P 0.00% Reduce -2.0% 791 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +27.4% 790 $87K
JFS Wealth Advisors, LLC 0.00% Add +79.1% 779 $86K
Solstein Capital, LLC 0.03% Reduce -9.1% 778 $85K
TD Waterhouse Canada Inc. 0.00% Add +9.4% 767 $84K
Wilmington Savings Fund Society, FSB 0.00% No change 765 $84K
Eastern Bank 0.00% Reduce -40.1% 750 $82K
DV Equities, LLC 0.01% — 734 $80K
AdvisorNet Financial, Inc 0.00% Reduce -23.6% 702 $77K
State of Wyoming 0.01% Reduce -49.0% 677 $74K
Trust Co. of Toledo NA 0.01% No change 647 $71K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -98.8% 636 $70K
Covestor Ltd 0.04% Reduce -56.1% 628 $69K
Bayforest Capital Ltd 0.05% Reduce -57.3% 607 $66K
Key Financial Inc 0.01% Reduce -11.4% 606 $66K
Sittner & Nelson, LLC 0.02% No change 520 $66K
Flagship Harbor Advisors, LLC 0.00% New 600 $66K
Atlas Capital Advisors Inc. 0.01% — 597 $65K
Elevated Capital Advisors, LLC 0.01% New 577 $63K
Indiana Trust & Investment Management Co 0.02% Reduce -2.0% 543 $59K
Kozak & Associates, Inc. 0.01% Add +0.4% 486 $58K
Torren Management, LLC 0.03% — 515 $56K
Capital Advisors, Ltd. LLC 0.01% No change 503 $55K
Reflection Asset Management 0.04% — 501 $55K
Spire Wealth Management 0.00% Reduce -14.0% 479 $52K
Farmers & Merchants Investments Inc. 0.00% Add +0.9% 467 $51K
Caldwell Sutter Capital, Inc. 0.02% Add +22.5% 441 $48K
Westside Investment Management, Inc. 0.01% No change 432 $48K
Leonteq Securities AG 0.00% Reduce -20.0% 431 $47K
Perkins Coie Trust Co 0.01% No change 427 $47K
Versant Capital Management, Inc 0.01% Reduce -1.4% 416 $46K
Entrust Financial LLC 0.03% — 407 $45K
Silvant Capital Management LLC 0.00% No change 397 $43K
MV Capital Management, Inc. 0.00% Add +0.5% 391 $43K
Merited Wealth, LLC 0.04% — 380 $42K
Navalign, LLC 0.01% New 377 $41K
Prestige Wealth Management Group LLC 0.01% No change 365 $40K
True Wealth Design, LLC 0.01% Add +61.1% 364 $40K
Golden State Wealth Management, LLC 0.00% No change 360 $40K
Acadian Asset Management LLC 0.00% No change 364 $39K
WealthCollab, LLC 0.02% No change 342 $37K
Creative Financial Designs Inc. 0.00% Reduce -6.5% 329 $36K
Wealth Watch Advisors, INC 0.01% Reduce -3.3% 318 $35K
GPS Wealth Strategies Group, LLC 0.03% Reduce -82.0% 314 $34K
Camelot Portfolios, LLC 0.02% New 303 $33K
Board of the Pension Protection Fund 0.03% Reduce -87.5% 300 $33K
Fortitude Family Office, LLC 0.01% Add +1.7% 293 $32K
Keating Financial Advisory Services, Inc. 0.00% — 284 $31K
GW&K Investment Management, LLC 0.00% Reduce -3.7% 287 $31K
Private Wealth Management Group, LLC 0.01% No change 283 $31K
Smithfield Trust Co 0.00% No change 276 $30K
Bruce G. Allen Investments, LLC 0.02% No change 272 $30K
Elyxium Wealth, LLC 0.01% New 270 $30K
Activest Wealth Management 0.01% Add +22.9% 268 $29K
Motco 0.00% No change 266 $29K
Y.D. More Investments Ltd 0.00% Add +13017.1% 18,364 $28K
Valley National Advisers Inc. 0.00% Reduce -46.6% 259 $28K
MCF Advisors LLC 0.00% Add +57.5% 252 $28K
Ares Financial Consulting, LLC 0.03% — 245 $27K
Bell Investment Advisors, Inc 0.00% Add +69.8% 231 $25K
Lanark Financial, Inc. 0.00% No change 230 $25K
Paladin Partners, LLC 0.02% — 225 $25K
Provenance Wealth Advisors, LLC 0.00% No change 222 $24K
First Community Trust NA 0.02% No change 210 $23K
Kemnay Advisory Services Inc. 0.00% New 206 $23K
Havemeyer Place LP 0.00% — 203 $22K
New England Capital Financial Advisors LLC 0.01% No change 200 $22K
Archer Investment Corp 0.00% No change 199 $22K
Global X Japan Co., Ltd. 0.00% Add +28.6% 198 $22K
SBI Securities Co., Ltd. 0.00% Add +17.6% 194 $21K
Caitlin John, LLC 0.01% No change 192 $21K
Evermay Wealth Management LLC 0.00% Reduce -14.9% 183 $20K
Salomon & Ludwin, LLC 0.00% No change 172 $19K
City Holding Co. 0.00% Add +76.0% 176 $19K
SouthState Bank Corp 0.00% Add +107.1% 174 $19K
Physician Wealth Advisors, Inc. 0.00% Add +755.0% 171 $19K
Gould Capital, LLC 0.01% No change 168 $18K
Valued Wealth Advisors LLC 0.01% Add +11.5% 165 $18K
Osterweis Capital Management Inc. 0.00% New 161 $18K
Kohmann Bosshard Financial Services, LLC 0.00% New 158 $17K
Sunrise Financial Services, LLC 0.01% — 150 $16K
Vermillion Wealth Management, Inc. 0.01% No change 150 $16K
Merrithew & Thorsten Inc 0.02% — 149 $16K
Bangor Savings Bank 0.00% Reduce -0.7% 144 $16K
Princeton Global Asset Management LLC 0.00% No change 138 $15K
Catalyst Capital Advisors LLC 0.00% Reduce -88.2% 133 $15K
Swiss Re Ltd. 0.00% — 132 $14K
Cornerstone Financial Management LLC 0.01% — 131 $14K
TCTC Holdings, LLC 0.00% No change 127 $14K
CENTRAL TRUST Co 0.00% Add +24.5% 127 $14K
Operose Advisors LLC 0.00% No change 125 $14K
DT Investment Partners, LLC 0.00% No change 120 $13K
Independence Bank of Kentucky 0.00% Add +19.0% 119 $13K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -10.9% 123 $13K
Acumen Wealth Advisors, LLC 0.00% — 113 $13K
Howard Hughes Medical Institute 0.01% No change 113 $12K
Frazier Financial Advisors, LLC 0.01% No change 111 $12K
JNBA Financial Advisors 0.00% No change 109 $12K
Dogwood Wealth Management LLC 0.01% Add +11.7% 105 $11K
Abound Wealth Management 0.00% Add +32.5% 102 $11K
Monetary Solutions, Ltd 0.01% — 102 $11K
Wilkerson Advisory Group LLC 0.00% — 102 $11K
Boreal Capital Management LLC 0.01% No change 100 $11K
Signature Equity Partners, LLC 0.01% — 101 $11K
Missouri Trust & Investment Co 0.00% New 100 $11K
Park Place Capital Corp 0.00% Add +1.0% 97 $11K
Raffa Wealth Management, LLC 0.00% No change 94 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Add +15.0% 92 $10K
Washington Trust Advisors, Inc. 0.00% New 90 $10K
Bravera Wealth 0.00% — 86 $9K
High Note Wealth, LLC 0.00% Add +77.1% 85 $9K
SJS Investment Consulting Inc. 0.00% Add +172.4% 79 $9K
Highline Wealth Partners LLC 0.00% Add +6.8% 79 $9K
Toth Financial Advisory Corp. 0.00% Add +1.3% 78 $9K
Joseph Group Capital Management 0.00% New 77 $8K
Colonial Trust Co / SC 0.00% Reduce -3.8% 76 $8K
Aspect Partners, LLC 0.00% Add +13.6% 75 $8K
Transamerica Financial Advisors, LLC 0.00% Reduce -88.0% 74 $8K
Armstrong Advisory Group, Inc. 0.00% Reduce -41.0% 72 $8K
Maseco LLP 0.00% New 72 $8K
Silicon Valley Capital Partners 0.00% No change 70 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +58.1% 68 $8K
Cornerstone Planning Group LLC 0.00% Add +168.2% 59 $7K
Cape Investment Advisory, Inc. 0.00% Add +64.1% 64 $7K
Avion Wealth 0.00% Reduce -12.1% 73 $7K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -27.6% 63 $7K
Westfuller Advisors, LLC 0.00% Reduce -1.6% 63 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 63 $7K
Bare Financial Services, Inc 0.00% Add +46.1% 57 $6K
Aviso Financial Inc. 0.00% No change 57 $6K
Union Savings Bank 0.00% — 52 $6K
Sound Income Strategies, LLC 0.00% New 45 $5K
CNB Bank 0.00% No change 50 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +58.1% 49 $5K
Dunhill Financial, LLC 0.00% Reduce -40.8% 45 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 45 $5K
Harbor Investment Advisory, LLC 0.00% Reduce -24.1% 44 $5K
Dagco, Inc. 0.00% New 43 $5K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -20.4% 43 $5K
Legacy Bridge, LLC 0.00% New 42 $5K
Truvestments Capital LLC 0.00% No change 41 $5K
Kilter Group LLC 0.00% Add +51.9% 41 $4K
Sachetta, LLC 0.00% Reduce -4.9% 39 $4K
Stone House Investment Management, LLC 0.00% Add +680.0% 39 $4K
Redmont Wealth Advisors LLC 0.01% No change 37 $4K
Greenline Wealth Management LLC 0.00% — 37 $4K
Retirement Wealth Solutions LLC 0.00% Add +16.1% 36 $4K
Signature Resources Capital Management, LLC 0.00% Add +100.0% 36 $4K
Oakworth Capital, Inc. 0.00% No change 34 $4K
Clayton Financial Group LLC 0.00% New 33 $4K
Sunbelt Securities, Inc. 0.00% Add +14.3% 32 $4K
Addison Advisors LLC 0.00% No change 32 $4K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 28 $3K
Red Tortoise LLC 0.00% No change 31 $3K
Winnacle Wealth LLC 0.00% Add +2800.0% 29 $3K
1620 Investment Advisors, Inc. 0.00% No change 29 $3K
Eq Wealth Advisors, LLC 0.00% New 28 $3K
Principia Wealth Advisory, LLC 0.00% Add +18.2% 26 $3K
Clark Wealth Partners 0.00% No change 26 $3K
2UniFi Bank 0.00% New 26 $3K
Marquette Asset Management, LLC 0.00% Reduce -47.9% 25 $3K
Crewe Advisors LLC 0.00% Add +108.3% 25 $3K
Turning Point Benefit Group, Inc. 0.00% New 24 $3K
Proathlete Wealth Management LLC 0.00% New 24 $3K
Winch Advisory Services, LLC 0.00% No change 22 $2K
SWAN Capital LLC 0.00% No change 21 $2K
Rialto Wealth Management, LLC 0.00% Reduce -28.6% 20 $2K
North Star Investment Management Corp. 0.00% New 20 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 19 $2K
Legacy Wealth Managment, LLC 0.00% Add +850.0% 19 $2K
Pittenger & Anderson Inc. 0.00% No change 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -13.6% 19 $2K
Anfield Capital Management, LLC 0.00% No change 18 $2K
Cary Street Partners Financial LLC 0.00% No change 18 $2K
Nemes Rush Group LLC 0.00% New 17 $2K
HFM Investment Advisors, LLC 0.00% Reduce -5.9% 16 $2K
1015 Capital Partners, LLC 0.00% — 16 $2K
Nvwm, LLC 0.00% Add +45.5% 16 $2K
Measured Wealth Private Client Group, LLC 0.00% No change 15 $2K
Anchor Investment Management, LLC 0.00% No change 15 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 15 $2K
Lloyd Advisory Services, LLC. 0.00% New 15 $2K
TD Capital Management LLC 0.00% No change 14 $1K
Networth Advisors, LLC 0.00% — 13 $1K
American Capital Advisory, LLC 0.00% Add +160.0% 13 $1K
Triumph Capital Management 0.00% New 13 $1K
Financial Management Professionals, Inc. 0.00% No change 12 $1K
Picton Mahoney Asset Management 0.00% No change 12 $1K
Financial Consulate, Inc. 0.00% No change 10 $1K
Aventura Private Wealth, LLC 0.00% New 10 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 10 $1K
Country Trust Bank 0.00% No change 10 $1K
MPWM Advisory Solutions, LLC 0.00% No change 9 $986
Beaird Harris Wealth Management, LLC 0.00% No change 9 $986
HM Payson & Co. 0.00% No change 9 $986
Manning & Napier Advisors LLC 0.00% Reduce -99.9% 8 $888
Brown, Lisle/Cummings, Inc. 0.00% No change 8 $876
Mascoma Wealth Management LLC 0.00% New 8 $876
Seneschal Advisors, LLC 0.00% No change 7 $767
Rakuten Securities, Inc. 0.00% Reduce -66.7% 7 $767
Hughes Financial Services, LLC 0.00% Add +16.7% 7 $767
DecisionPoint Financial, LLC 0.00% No change 6 $658
Cherry Tree Wealth Management, LLC 0.00% No change 6 $658
Chilton Capital Management LLC 0.00% New 6 $658
Wealth Enhancement Trust Services, Inc. 0.00% — 6 $657
Luken Investment Analytics, LLC 0.00% New 5 $548
First Command Advisory Services, Inc. 0.00% No change 5 $548
SOA Wealth Advisors, LLC. 0.00% No change 4 $461
Accordant Advisory Group Inc 0.00% New 4 $439
Quaker Wealth Management, LLC 0.00% Add +33.3% 4 $439
Davis Capital Management 0.00% No change 4 $438
Ameriflex Group, Inc. 0.00% Reduce -50.0% 4 $438
Quest 10 Wealth Builders, Inc. 0.00% Reduce -95.2% 4 $393
Optima Capital LLC 0.00% New 3 $333
Redwood Park Advisors LLC 0.00% New 3 $329
SHP Wealth Management 0.00% — 2 $238
Arcadia Investment Management Corp. 0.00% New 1 $110
Raleigh Capital Management Inc. 0.00% No change 1 $59
Coston, McIsaac & Partners 0.00% New 9 $0

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