PaccarPCAR

13F holders, Q1 2026 (March 31)
1,083holders +31
127new positions
97sold out
12famous investors
$115.40avg. 13F price*

At the end of Q1 2026, 1,083 institutions reported holding Paccar Inc. (PCAR) in their 13F filings, up 31 from Q4 2025. 127 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($4.2B), Vanguard Capital Management LLC ($3.9B) and Vanguard Portfolio Management LLC ($2.8B). 12 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Bill Gates / Michael Larson (0.4% of Gates Foundation Trust's portfolio) and Ken Fisher (0.2% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions127$435.8M
Exits97$187.6M

All 13F filers, Q4 2025 → Q1 2026: 29,387,000 shares bought and 30,067,336 shares sold, net −680,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,083 holders

BlackRock, Inc. 0.07% Add +0.0% 36,775,842 $4.2B
Vanguard Capital Management LLC 0.10% — 34,155,507 $3.9B
Vanguard Portfolio Management LLC 0.15% — 24,391,537 $2.8B
State Street Corp. 0.09% Add +0.8% 22,665,144 $2.6B
Wellington Management Group LLP 0.40% Reduce -19.5% 18,499,277 $2.1B
Invesco Ltd. 0.20% Add +1.7% 17,569,905 $2.0B
FMR LLC 0.09% Add +71.7% 15,432,666 $1.8B
Geode Capital Management, LLC 0.09% Add +4.3% 12,832,408 $1.5B
Bank of America Corp. 0.10% Reduce -9.1% 11,629,436 $1.3B
Massachusetts Financial Services Co. 0.40% Reduce -6.2% 10,316,053 $1.2B
Northern Trust Corp. 0.11% Add +35.7% 6,907,646 $797.8M
Morgan Stanley 0.05% Reduce -4.1% 6,803,130 $785.8M
Dimensional Fund Advisors LP 0.12% Reduce -0.2% 5,146,495 $594.3M
Fisher Asset Management 0.20% Add +0.7% 5,107,003 $589.9M
Goldman Sachs Group Inc. 0.07% Add +12.7% 4,909,827 $567.1M
Clearstead Advisors, LLC 5.15% Add +49410.0% 4,877,226 $563.3M
JPMorgan Chase & Co. 0.04% Add +25.6% 4,665,957 $524.8M
Bank of New York Mellon Corp 0.08% Reduce -2.5% 3,819,544 $441.2M
First Trust Advisors LP 0.30% Reduce -11.1% 3,605,471 $416.4M
US Bancorp \de 0.51% Reduce -0.0% 3,602,745 $416.1M
Hotchkis & Wiley Capital Management LLC 1.25% Reduce -12.7% 3,510,993 $405.5M
Charles Schwab Investment Management Inc. 0.06% Add +2.7% 3,491,924 $403.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +4.8% 3,119,100 $360.3M
T. Rowe Price Associates Inc. 0.04% Add +36.4% 3,103,560 $358.5M
Vanguard Fiduciary Trust Co. 0.09% — 2,955,679 $341.4M
Principal Financial Group Inc. 0.18% Reduce -2.5% 2,895,490 $334.4M
Legal & General Group Plc 0.08% Reduce -2.4% 2,873,103 $331.8M
UBS Group AG 0.05% Reduce -42.0% 2,637,438 $304.6M
Alliancebernstein L.P. 0.09% Add +53.5% 2,642,719 $289.4M
FIL Ltd 0.21% Reduce -15.1% 2,357,748 $272.3M
American Century Companies Inc. 0.12% Reduce -19.2% 2,050,719 $236.9M
Ameriprise Financial Inc. 0.05% Add +10.0% 1,994,535 $230.3M
Royal Bank of Canada 0.04% Reduce -7.6% 1,871,475 $216.2M
Deutsche Bank AG 0.07% Add +23.2% 1,823,918 $210.7M
Millennium Management 0.16% Add +676.5% 1,791,914 $207.0M
California Public Employees Retirement System 0.12% Reduce -17.6% 1,710,434 $197.6M
HSBC Holdings PLC 0.11% Reduce -2.6% 1,635,309 $188.7M
Pacer Advisors, Inc. 0.53% Reduce -8.1% 1,586,300 $183.2M
Madison Asset Management, LLC 2.27% Reduce -30.5% 1,585,366 $183.1M
Swiss National Bank 0.10% Add +7.1% 1,541,325 $178.0M
Amundi 0.05% Add +42.1% 1,531,814 $176.9M
TD Asset Management Inc 0.14% Reduce -14.6% 1,452,380 $167.7M
Nuveen, LLC 0.04% Add +15.5% 1,429,818 $165.1M
Corient Private Wealth LP 0.23% Add +0.8% 1,406,536 $162.4M
National Pension Service 0.12% Reduce -8.7% 1,345,294 $155.4M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -4.7% 1,330,051 $153.6M
Barclays PLC 0.05% Reduce -31.0% 1,312,192 $151.6M
Wells Fargo & Company 0.03% Add +4.4% 1,303,709 $150.6M
AQR Capital Management 0.07% Add +5.8% 1,288,980 $147.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +7.3% 1,235,308 $142.7M
Vanguard Global Advisers, LLC 0.07% — 1,176,262 $135.9M
Natixis Advisors, LLC 0.19% Reduce -16.9% 1,157,006 $133.6M
Focus Partners Wealth 0.14% Reduce -8.8% 1,096,942 $126.7M
Epoch Investment Partners, Inc. 0.73% Reduce -16.4% 1,048,314 $121.1M
BNP Paribas Financial Markets 0.08% Reduce -33.3% 1,047,496 $121.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% — 1,045,288 $120.7M
Jones Financial Companies LLLP 0.06% Add +5256.6% 1,058,947 $119.4M
Gates Foundation Trust 0.36% No change 1,000,000 $115.5M
Rhumbline Advisers 0.09% Reduce -4.8% 954,811 $110.3M
Citigroup Inc. 0.07% Add +8.4% 940,791 $108.7M
Capital World Investors 0.01% Add +15.3% 932,910 $107.8M
Baird Financial Group, Inc. 0.16% Reduce -4.3% 912,155 $105.4M
Royal London Asset Management Ltd. 0.22% Reduce -1.4% 900,018 $104.0M
California State Teachers Retirement System 0.10% Reduce -2.2% 832,338 $96.1M
Evergreen Capital Management LLC 1.99% Reduce 0.0% 793,601 $91.7M
Bridgewater Associates 0.40% New 777,072 $89.8M
Washington Trust Bank 6.40% Reduce -0.1% 750,768 $86.7M
ProShare Advisors LLC 0.13% Reduce -18.5% 743,512 $85.9M
New York State Common Retirement Fund 0.12% No change 737,149 $85.1M
Citadel Advisors 0.06% Add +152.0% 691,238 $79.8M
Swiss Life Asset Management Ltd 0.38% Add +6.3% 678,756 $78.4M
J. Safra Sarasin Holding AG 1.25% Add +4.0% 636,860 $73.6M
National Bank of Canada 0.07% Reduce -34.3% 595,827 $68.8M
Aberdeen Group plc 0.11% Add +6.7% 595,343 $68.8M
Storebrand Asset Management As 0.19% Add +14.3% 576,791 $66.6M
Squarepoint Ops LLC 0.14% Add +4005.2% 574,599 $66.4M
DekaBank Deutsche Girozentrale 0.11% No change 547,111 $64.3M
PFA Pension, Forsikringsaktieselskab 0.19% Reduce 0.0% 554,693 $64.1M
Manufacturers Life Insurance Company, The 0.05% Reduce -51.6% 501,601 $57.9M
Canada Pension Plan Investment Board 0.04% Reduce -7.9% 487,356 $56.3M
Donaldson Capital Management, LLC 1.82% Add +109.5% 485,342 $56.1M
Life Cycle Investment Partners Ltd 0.35% Add +47.1% 480,648 $55.5M
Victory Capital Management Inc. 0.04% Reduce -1.8% 480,184 $55.5M
CANADA LIFE ASSURANCE Co 0.09% Add +0.8% 454,491 $52.6M
State Board of Administration of Florida Retirement System 0.10% No change 451,107 $52.1M
Aviva PLC 0.09% Add +3.0% 447,779 $51.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +4.5% 433,209 $50.1M
Envestnet Asset Management Inc. 0.01% Reduce -8.0% 432,691 $50.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +57.9% 426,487 $49.3M
Nomura Asset Management Co. Ltd. 0.13% Add +2.9% 425,504 $49.1M
Munich Reinsurance Co Stock Corp in Munich 1.16% Reduce -38.1% 409,192 $47.3M
Vest Financial, LLC 0.57% Reduce -14.5% 409,136 $47.3M
New York State Teachers Retirement System 0.09% No change 391,537 $45.2M
Atalanta Sosnoff Capital, LLC 0.97% New 390,807 $45.1M
Bank of Montreal 0.02% Reduce -16.9% 390,349 $45.1M
McDaniel Terry & Co. 3.78% Add +2.5% 384,926 $44.5M
Caisse de depot et placement du Quebec 0.07% Add +21.8% 381,667 $44.1M
Mackenzie Financial Corp. 0.05% Reduce -38.3% 375,514 $43.4M
Susquehanna Fundamental Investments, LLC 1.61% Add +2.8% 370,917 $42.8M
Fiducient Advisors LLC 5.52% No change 365,929 $42.3M
Swedbank AB 0.04% Reduce -0.9% 365,768 $42.2M
NEOS Investment Management LLC 0.21% Add +21.2% 362,444 $41.9M
Optimist Retirement Group LLC 18.28% Reduce -0.3% 358,763 $41.4M
Raymond James Financial Inc. 0.01% Reduce -0.9% 356,753 $40.9M
Eurizon Capital SGR S.p.A. 0.13% Reduce -5.3% 349,559 $40.4M
Gabelli Funds LLC 0.27% Reduce -0.5% 346,000 $40.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -8.9% 345,122 $39.9M
Pinebridge Investments LLC 0.34% Reduce -19.6% 344,799 $39.8M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -19.9% 332,328 $39.3M
Danske Bank A/S 0.09% Add +2.4% 336,175 $38.8M
LPL Financial LLC 0.01% Reduce -5.5% 319,019 $36.8M
State of Wisconsin Investment Board 0.08% Reduce -1.7% 304,841 $35.2M
Capital Research Global Investors 0.01% Reduce -95.0% 303,434 $35.0M
DNB Asset Management AS 0.12% Add +13.1% 303,172 $35.0M
APG Asset Management N.V. 0.11% Reduce -1.4% 338,538 $33.9M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +13.9% 292,433 $33.8M
First Washington CORP 9.43% Reduce -26.1% 288,639 $33.3M
Man Group plc 0.07% Add +22.8% 283,037 $32.7M
Russell Investments Group, Ltd. 0.04% Reduce -2.7% 281,997 $32.6M
KLP Kapitalforvaltning As 0.13% Add +3.3% 280,236 $32.4M
Vanguard Investments Australia, Ltd. 0.09% — 261,175 $30.2M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.8% 260,686 $30.1M
Prudential Financial Inc. 0.04% Reduce -3.0% 255,732 $29.5M
Quantinno Capital Management LP 0.05% Add +8.9% 252,459 $29.2M
Cwm, LLC 0.08% Reduce -4.2% 249,041 $28.8M
Korea Investment CORP 0.06% Reduce -39.5% 248,507 $28.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% New 248,489 $28.7M
Pictet Asset Management Holding SA 0.03% Reduce -3.6% 240,958 $27.8M
Two Sigma Investments, LP 0.02% Add +308.5% 233,459 $27.0M
CIBC Asset Management Inc 0.06% Reduce -0.7% 228,739 $26.4M
Parcion Private Wealth LLC 1.63% Reduce -15.9% 228,351 $26.4M
M&T Bank Corp 0.09% Reduce -1.4% 225,568 $26.1M
Moran Wealth Management, LLC 0.78% Reduce -6.7% 221,405 $25.6M
Treasurer of the State of North Carolina 0.08% Add +2.2% 220,642 $25.5M
Dorsey & Whitney Trust CO LLC 1.40% Add +0.1% 220,175 $25.4M
Asset Management One Co., Ltd. 0.07% Reduce -0.9% 217,732 $25.1M
Nisa Investment Advisors, LLC 0.09% Reduce -3.3% 217,418 $25.1M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -3.3% 216,431 $25.0M
Public Employees Retirement System of Ohio 0.08% Reduce -1.1% 213,345 $24.6M
Assetmark, Inc. 0.05% Add +0.1% 212,724 $24.6M
D. E. Shaw & Co. 0.02% Reduce -46.9% 210,874 $24.4M
Mn Services Vermogensbeheer B.V. 0.16% Add +0.6% 205,421 $23.7M
Stack Financial Management, Inc 1.73% Reduce -0.2% 204,178 $23.6M
Marshall Wace, LLP 0.03% New 204,132 $23.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.35% Add +31.7% 199,285 $23.0M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -69.5% 197,950 $22.9M
Qube Research & Technologies Ltd 0.03% New 193,133 $22.3M
Walleye Capital LLC 0.15% New 192,364 $22.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.16% Reduce -77.5% 183,450 $21.2M
Robeco Institutional Asset Management B.V. 0.03% Reduce -10.0% 181,908 $21.0M
Guggenheim Capital LLC 0.17% Add +1.7% 181,413 $21.0M
State of New Jersey Common Pension Fund D 0.08% No change 180,397 $20.8M
Stifel Financial Corp. 0.02% Reduce -10.5% 178,855 $20.7M
Distillate Capital Partners LLC 1.08% Add +0.1% 177,553 $20.5M
Mercer Global Advisors Inc. 0.03% Reduce -12.0% 176,106 $20.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -56.8% 175,992 $20.3M
Adams Diversified Equity Fund, Inc. 0.71% New 174,000 $20.1M
KBC Group NV 0.05% Reduce -32.5% 173,070 $20.0M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -82.1% 170,919 $19.7M
Credit Agricole S A 0.06% Reduce -17.1% 169,153 $19.5M
Heritage Investors Management Corp. 0.58% Reduce -1.8% 164,549 $19.0M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -3.4% 164,004 $18.9M
State of Michigan Retirement System 0.10% Reduce -0.2% 161,966 $18.7M
Fifth Third Bancorp 0.03% Add +337.9% 161,129 $18.6M
MUFG Securities EMEA plc 0.27% Add +639.6% 159,387 $18.4M
SEB Asset Management AB 0.08% — 158,663 $18.3M
Resona Asset Management Co.,Ltd. 0.09% Add +0.6% 158,864 $18.3M
Toronto Dominion Bank 0.04% Reduce -76.4% 157,952 $18.2M
Tredje AP-fonden 0.10% New 157,494 $18.2M
Badgley Phelps Wealth Managers, LLC 0.36% Reduce -0.6% 157,109 $18.1M
Schroder Investment Management Group 0.01% Add +4.2% 155,853 $18.0M
Calamos Advisors LLC 0.09% No change 151,336 $17.5M
D.A. Davidson & Co. 0.11% Add +0.3% 151,147 $17.5M
Bank of Nova Scotia 0.03% Reduce -64.5% 151,074 $17.4M
Ancora Advisors LLC 0.37% Reduce -5.6% 150,379 $17.4M
Texas Yale Capital Corp. 0.49% Reduce -0.3% 149,046 $17.2M
Nissay Asset Management Corp. /Japan 0.09% Add +3.1% 147,862 $17.1M
Varma Mutual Pension Insurance Co 0.10% Add +7.3% 146,843 $17.0M
Peak Asset Management, LLC 2.97% Reduce -1.4% 145,740 $16.8M
Arizona State Retirement System 0.10% Reduce -2.7% 143,896 $16.6M
Czech National Bank 0.11% Add +3.3% 143,090 $16.5M
STRS Ohio 0.06% Reduce -4.6% 140,680 $16.2M
Nordea Investment Management AB 0.02% Add +16.4% 142,522 $16.2M
Mariner, LLC 0.02% Add +9.5% 140,015 $16.2M
SG Americas Securities, LLC 0.02% Reduce -79.5% 139,771 $16.1M
Daiwa Securities Group Inc. 0.05% Add +5.6% 139,337 $16.1M
Rafferty Asset Management, LLC 0.06% Reduce -12.9% 136,556 $15.8M
Voya Investment Management LLC 0.02% Reduce -8.7% 136,217 $15.7M
Sei Investments Co. 0.01% Add +7.5% 134,291 $15.5M
Teacher Retirement System of Texas 0.06% Reduce -18.2% 134,171 $15.5M
PNC Financial Services Group, Inc. 0.01% Add +3.3% 133,234 $15.4M
Granite Investment Partners, LLC 0.92% Add +9.6% 129,656 $15.0M
Aventail Capital Group, LP 0.70% New 124,607 $14.4M
Renaissance Technologies 0.02% New 123,116 $14.2M
MetLife Investment Management, LLC 0.07% Reduce -2.5% 122,598 $14.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +0.2% 122,388 $14.1M
State of Tennessee, Department of Treasury 0.05% Add +10.6% 121,010 $14.0M
Ethic Inc. 0.22% Add +4.5% 118,769 $13.7M
Creative Planning 0.01% Add +27.7% 116,606 $13.5M
Voleon Capital Management LP 0.28% Add +33.4% 112,394 $13.0M
Retirement Systems of Alabama 0.04% Reduce -0.1% 111,574 $12.9M
Mengis Capital Management, Inc. 2.22% Reduce -0.1% 111,314 $12.9M
Wealthfront Advisers LLC 0.03% Add +1.4% 110,058 $12.7M
Paradiem, LLC 2.80% Reduce -3.8% 109,870 $12.7M
J. Goldman & Co LP 0.58% New 108,840 $12.6M
AIA Group Ltd 0.18% Add +17.0% 108,600 $12.5M
Cerity Partners LLC 0.02% Reduce -2.1% 107,817 $12.5M
GF Fund Management Co. LTD. 0.21% Reduce -2.9% 107,629 $12.4M
Ilmarinen Mutual Pension Insurance Co 0.10% Add +21.0% 106,481 $12.3M
Rakuten Investment Management, Inc. 0.02% Add +11.9% 109,034 $12.3M
Night Squared LP 1.78% New 104,756 $12.1M
Bogart Wealth, LLC 0.46% Reduce -28.3% 104,264 $12.0M
CIBC Bancorp USA Inc. 0.02% — 104,064 $12.0M
O'shaughnessy Asset Management, LLC 0.06% Add +31.5% 102,423 $11.8M
Rockefeller Capital Management L.P. 0.02% Add +6.0% 101,367 $11.7M
IFM Investors Pty Ltd 0.10% Add +10.8% 101,367 $11.7M
Empowered Funds, LLC 0.07% New 99,442 $11.5M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -5.1% 99,251 $11.5M
Picton Mahoney Asset Management 0.12% Add +826616.7% 99,206 $11.5M
ASR Vermogensbeheer N.V. 0.13% Add +1.9% 98,825 $11.4M
Handelsbanken Fonder AB 0.04% Add +2.0% 98,711 $11.4M
Amalgamated Bank 0.09% Reduce -1.8% 96,583 $11.2M
Kinsale Capital Group, Inc. 1.74% Add +6.0% 93,821 $10.8M
Nomura Asset Management International Inc. 0.02% Reduce -10.9% 93,790 $10.8M
Xponance LLC 0.08% Add +15.0% 92,561 $10.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% New 91,100 $10.5M
Brighton Jones LLC 0.23% New 88,990 $10.3M
W1M Asset Management Ltd 0.11% Add +0.5% 88,397 $10.2M
Public Sector Pension Investment Board 0.03% Add +24.1% 84,728 $9.8M
Utah Retirement Systems 0.10% Reduce -1.6% 83,775 $9.7M
Erste Asset Management GmbH 0.09% Add +6.9% 85,799 $9.6M
Franklin Resources Inc. 0.00% Add +3.3% 83,175 $9.6M
Danica Pension, Livsforsikringsaktieselskab 0.17% New 80,287 $9.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +0.6% 79,987 $9.2M
Police & Firemen's Retirement System of New Jersey 0.08% Add +0.1% 79,539 $9.2M
Channing Capital Management, LLC 0.24% Reduce -10.6% 79,505 $9.2M
Inspire Investing, LLC 0.53% Add +37.7% 78,509 $9.1M
Pathstone Holdings, LLC 0.03% Add +4.5% 76,030 $8.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.4% 74,381 $8.6M
New York Life Investment Management LLC 0.07% Add +1.4% 72,906 $8.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -22.3% 72,382 $8.4M
Advisors Asset Management, Inc. 0.14% Reduce -4.6% 71,200 $8.2M
Elo Mutual Pension Insurance Co 0.14% Add +86.3% 71,061 $8.2M
GHP Investment Advisors, Inc. 0.34% Add +0.9% 70,525 $8.1M
Old National Bancorp 0.14% Add +55.1% 70,377 $8.1M
Lifeworks Advisors, LLC 1.03% Reduce -8.1% 69,282 $8.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Reduce -10.7% 68,080 $7.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 67,487 $7.8M
QRG Capital Management, Inc. 0.08% Reduce -28.4% 67,437 $7.8M
USS Investment Management Ltd 0.03% Add +5.8% 67,303 $7.8M
Campbell & CO Investment Adviser LLC 0.43% New 65,689 $7.6M
Y-Intercept (Hong Kong) Ltd 0.14% Add +40.0% 65,001 $7.5M
Eliot Finkel Investment Counsel, LLC 4.08% Reduce -0.3% 64,954 $7.5M
Oppenheimer Asset Management Inc. 0.08% Reduce -51.3% 64,345 $7.4M
Foster & Motley Inc. 0.38% Reduce -13.3% 63,701 $7.4M
Laird Norton Wetherby Trust Company, LLC 0.16% Add +15.5% 63,381 $7.3M
iA Global Asset Management Inc. 0.10% Reduce -3.3% 63,126 $7.3M
Commonwealth Equity Services, LLC 0.01% Add +0.7% 62,776 $7.3M
Janus Henderson Group PLC 0.00% Reduce -4.8% 62,314 $7.2M
Heritage Trust Co 0.72% Reduce -0.3% 62,223 $7.2M
Louisiana State Employees Retirement System 0.12% Reduce -1.0% 61,300 $7.1M
Shelton Capital Management 0.15% Reduce -2.7% 61,230 $7.1M
Isthmus Partners, LLC 0.73% Reduce -4.6% 60,671 $7.0M
Cetera Investment Advisers 0.01% Reduce -17.6% 60,259 $7.0M
First American Trust, FSB 0.47% Add +4.4% 60,251 $7.0M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.1% 60,100 $6.9M
Neuberger Berman Group LLC 0.01% Add +14.8% 59,585 $6.9M
Oliver Luxxe Assets LLC 1.02% New 59,263 $6.8M
Candriam S.C.A. 0.04% Add +53.6% 58,695 $6.8M
Yousif Capital Management, LLC 0.08% Reduce -5.1% 58,579 $6.8M
Capital Wealth Planning, LLC 0.04% Add +0.5% 57,924 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -0.9% 55,899 $6.5M
HighTower Advisors, LLC 0.01% Add +17.5% 55,884 $6.5M
AMJ Financial Wealth Management 1.51% Add +16.4% 55,307 $6.4M
Susquehanna Portfolio Strategies, LLC 0.09% No change 55,232 $6.4M
Tocqueville Asset Management L.P. 0.09% Reduce -2.0% 55,055 $6.4M
QV Investors Inc. 0.51% Reduce -1.8% 55,050 $6.4M
Hudson Capital Management LLC 1.68% Add +5.0% 54,496 $6.3M
Macquarie Group Ltd. 0.04% Reduce -23.3% 54,449 $6.3M
Waverly Advisors, LLC 0.05% Add +1.0% 54,349 $6.3M
Aquatic Capital Management LLC 0.18% New 54,084 $6.2M
Norinchukin Bank, The 0.07% Add +3.5% 53,964 $6.2M
OP Asset Management Ltd 0.06% Reduce -7.0% 53,054 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.7% 52,868 $6.1M
Allstate Corp. 0.06% Add +37.4% 52,505 $6.1M
State of Alaska, Department of Revenue 0.07% Add +0.0% 52,423 $6.1M
Johnson Investment Counsel Inc. 0.05% Reduce -20.1% 52,252 $6.0M
Lombard Odier Asset Management (Switzerland) SA 0.23% Add +54.6% 51,319 $5.9M
Orion Porfolio Solutions, LLC 0.05% Reduce -16.9% 50,323 $5.8M
HB Wealth Management, LLC 0.04% Reduce -7.0% 49,098 $5.7M
OMERS ADMINISTRATION Corp 0.04% Add +21.4% 48,372 $5.6M
Captrust Financial Advisors 0.01% Add +1.4% 47,967 $5.5M
Flputnam Investment Management Co. 0.08% Reduce -5.1% 47,770 $5.5M
Ieq Capital, LLC 0.03% Reduce -23.1% 47,428 $5.5M
Ensign Peak Advisors, Inc 0.01% Add +45.9% 46,331 $5.4M
Coldstream Capital Management Inc. 0.07% Add +7.8% 46,066 $5.3M
UniSuper Management Pty Ltd 0.03% Reduce -1.2% 45,759 $5.3M
JLB & Associates Inc. 0.75% Reduce -3.8% 45,235 $5.2M
Investment Management Corp of Ontario 0.07% Add +4.6% 45,114 $5.2M
Brown Advisory Inc. 0.01% Reduce -9.1% 43,961 $5.1M
AE Wealth Management LLC 0.03% Add +18.1% 43,617 $5.0M
FORA Capital, LLC 0.36% Add +7.0% 42,472 $4.9M
Hi-Line Capital Management, LLC 1.53% Reduce -0.1% 42,014 $4.9M
Allianz Asset Management GmbH 0.01% Add +9.5% 41,248 $4.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 41,108 $4.7M
Osaic Holdings, Inc. 0.01% Add +10.3% 40,830 $4.7M
Gulf International Bank (UK) Ltd 0.11% Add +55.2% 40,663 $4.7M
Nwam LLC 0.27% Add +6.5% 40,359 $4.7M
Tudor Investment Corporation 0.02% New 39,851 $4.6M
Assenagon Asset Management S.A. 0.01% Add +185.6% 39,473 $4.6M
Harvest Fund Management Co., Ltd 0.19% Reduce -0.9% 38,844 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -11.5% 38,685 $4.5M
Profund Advisors LLC 0.16% Reduce -16.1% 38,693 $4.5M
Endeavor Private Wealth, Inc. 1.28% Reduce -0.4% 38,511 $4.4M
Gotham Asset Management 0.01% Add +5.1% 36,686 $4.2M
Baker Boyer National Bank 1.27% No change 36,506 $4.2M
Watchman Group, Inc. 1.01% Reduce -5.6% 36,118 $4.2M
Advisory Services Network, LLC 0.06% Reduce -6.4% 35,835 $4.1M
Horizon Investments, LLC 0.05% Add +2.7% 35,627 $4.1M
Edgestream Partners, L.P. 0.13% Add +839.7% 35,174 $4.1M
HRT Financial LP 0.01% New 34,109 $3.9M
Lakeside Advisors, INC. 2.62% Reduce -0.3% 33,950 $3.9M
Abn Amro Investment Solutions 0.05% Add +10.4% 33,732 $3.9M
Delta Capital Management LLC 2.12% Reduce -0.2% 32,980 $3.8M
Cairn Investment Group, Inc. 1.85% Reduce -0.7% 32,304 $3.7M
Mizuho Securities USA LLC 0.09% Reduce -16.9% 31,763 $3.7M
GAMCO Investors 0.04% Reduce -1.9% 31,640 $3.7M
Osmosis Investment Management UK Ltd 0.10% Add +794.8% 31,292 $3.6M
Ascentis Independent Advisors 0.27% New 31,195 $3.6M
Fortitude Advisory Group L.L.C. 1.61% Reduce -0.8% 31,042 $3.6M
Johnson Financial Group, Inc. 0.13% Reduce -14.8% 31,003 $3.6M
Graham Capital Management, L.P. 0.16% New 30,884 $3.6M
Scotia Capital Inc. 0.01% Add +0.5% 30,011 $3.5M
Hartford Investment Management Co. 0.11% Reduce -0.8% 29,973 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.6% 29,853 $3.4M
Woodline Partners LP 0.01% Reduce -88.6% 29,484 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -18.3% 29,438 $3.4M
1834 Investment Advisors Co. 0.42% Add +75.7% 29,376 $3.4M
Crossmark Global Holdings, Inc. 0.05% Reduce -0.5% 29,356 $3.4M
Park National Corp. 0.10% Add +105.4% 29,250 $3.4M
Generali Asset Management SPA SGR 0.07% Add +54.7% 29,166 $3.4M
Kestra Advisory Services, LLC 0.01% Add +15.8% 29,073 $3.4M
Zevenbergen Capital Investments LLC 0.10% Add +1.5% 29,031 $3.4M
Balyasny Asset Management L.P. 0.01% Add +263.8% 28,591 $3.3M
Commerce Bank 0.02% Add +1.8% 28,378 $3.3M
&partners 0.02% Reduce -8.4% 28,307 $3.3M
Summit Trail Advisors, LLC 0.05% Add +56.4% 28,170 $3.3M
Kiley Juergens Wealth Management, LLC 0.57% Reduce -0.4% 28,022 $3.2M
Jane Street Group, LLC 0.00% Add +39.3% 27,355 $3.2M
Harbour Investment Management LLC 1.71% Reduce -12.0% 27,194 $3.1M
Frank, Rimerman Advisors LLC 0.21% Add +0.0% 27,110 $3.1M
Caxton Associates LLP 0.07% Reduce -24.3% 26,220 $3.0M
Allspring Global Investments Holdings, LLC 0.01% Add +2.3% 25,695 $3.0M
Maryland State Retirement & Pension System 0.06% Add +1.6% 25,907 $3.0M
UMB Bank, n.a. 0.04% Reduce -0.2% 25,860 $3.0M
McIlrath & Eck, LLC 0.22% Reduce -8.2% 25,726 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +15.6% 25,188 $2.9M
Applied Capital LLC 2.09% Reduce -3.1% 24,924 $2.9M
Keybank National Association 0.01% Add +26.7% 24,771 $2.9M
Susquehanna International Group, LLP 0.00% Reduce -74.8% 24,651 $2.8M
Merit Financial Group, LLC 0.02% Add +0.4% 24,408 $2.8M
Private Advisor Group, LLC 0.01% Add +1.7% 24,275 $2.8M
one8zero8, LLC 0.62% Reduce -6.4% 24,031 $2.8M
New Mexico Educational Retirement Board 0.08% No change 23,879 $2.8M
Ameritas Investment Partners, Inc. 0.08% No change 23,688 $2.7M
Tidal Investments LLC 0.01% Add +51.8% 23,621 $2.7M
Oppenheimer & Co. Inc. 0.03% Reduce -6.7% 23,565 $2.7M
CI Investments Inc. 0.01% Reduce -1.3% 23,536 $2.7M
Allianz SE 0.03% No change 23,502 $2.7M
MML Investors Services, LLC 0.01% Reduce -33.4% 22,801 $2.6M
AG2R La Mondiale Gestion D'actifs 0.12% Add +1.3% 22,710 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -1.7% 22,595 $2.6M
Mediolanum International Funds Ltd 0.03% Reduce -88.8% 23,087 $2.6M
Prudential PLC 0.02% Reduce -21.4% 22,450 $2.6M
Norris Perne & French LLP 0.13% Reduce -93.0% 22,419 $2.6M
Intech Investment Management LLC 0.03% Reduce -1.5% 22,269 $2.6M
Sanctuary Advisors, LLC 0.01% Reduce -22.0% 22,155 $2.6M
Truist Financial Corp. 0.00% Reduce -15.9% 21,966 $2.5M
Nomura Holdings Inc. 0.02% Reduce -65.9% 21,877 $2.5M
Cascade Investment Advisors, Inc. 1.49% Reduce -0.9% 21,848 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.8% 21,792 $2.5M
Freestone Capital Holdings, LLC 0.08% Add +185.8% 21,631 $2.5M
Blair William & Co. 0.01% Reduce -6.0% 21,265 $2.5M
Highview Capital Management LLC 0.89% Add +34.4% 21,156 $2.4M
Van Eck Associates Corp. 0.00% Reduce -56.1% 21,098 $2.4M
Tower Research Capital LLC (TRC) 0.06% Reduce -47.7% 21,033 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -0.2% 20,859 $2.4M
Vident Advisory, LLC 0.02% Add +30.7% 20,818 $2.4M
Jump Financial, LLC 0.04% Add +150.4% 20,589 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +10.7% 20,071 $2.3M
Saudi Central Bank 0.05% New 19,386 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -2.1% 19,296 $2.2M
HWG Holdings LP 0.58% New 19,114 $2.2M
Integrated Advisors Network LLC 0.12% Add +304.5% 18,993 $2.2M
South Dakota Investment Council 0.04% No change 18,914 $2.2M
E Fund Management Co., Ltd. 0.06% — 18,735 $2.2M
Farther Finance Advisors, LLC 0.02% Add +5.4% 18,204 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -13.5% 18,460 $2.1M
Aspire Capital Advisors LLC 0.48% Reduce -0.7% 18,437 $2.1M
Apollon Wealth Management, LLC 0.03% Reduce -4.0% 18,359 $2.1M
Lester Murray Antman dba SimplyRich 0.54% Add +2.2% 18,359 $2.1M
Bessemer Group Inc. 0.00% Add +19.8% 18,337 $2.1M
Matrix Trust Co 0.35% Add +87.5% 18,191 $2.1M
E. Ohman J:or Asset Management AB 0.05% Add +7.2% 17,929 $2.1M
Quantitative Investment Management, LLC 0.21% New 17,717 $2.0M
Whittier Trust Co. 0.02% Add +0.4% 17,262 $2.0M
Empirical Finance, LLC 0.10% Reduce -0.2% 17,610 $2.0M
Alps Advisors Inc. 0.01% Reduce -6.7% 17,543 $2.0M
Harfst & Associates, Inc. 0.36% Add +7.5% 17,409 $2.0M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.80% No change 17,364 $2.0M
Insight Inv LLC 1.09% Add +0.3% 17,233 $2.0M
Steel Grove Capital Advisors, LLC 0.21% Add +1.4% 17,189 $2.0M
Arjuna Capital 0.50% Add +1.5% 17,096 $2.0M
Caprock Group, LLC 0.05% Reduce -39.4% 17,036 $2.0M
Savant Capital, LLC 0.01% Add +10.7% 16,963 $2.0M
Park Avenue Securities LLC 0.02% Reduce -12.1% 16,949 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 16,812 $1.9M
Fiduciary Trust Co 0.02% Add +9.6% 16,510 $1.9M
Agp Franklin, LLC 0.93% Reduce -15.6% 16,182 $1.9M
Summit Financial, LLC 0.02% Add +649.1% 16,143 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -0.2% 16,127 $1.9M
Quadrant Capital Group LLC 0.06% Add +2.0% 16,066 $1.9M
Versant Capital Management, Inc 0.18% Add +3738.9% 15,970 $1.8M
Mutual Advisors, LLC 0.04% Reduce -1.7% 15,816 $1.8M
RAM Investment Partners, LLC 0.32% Add +2.2% 15,726 $1.8M
EP Wealth Advisors, LLC 0.01% Reduce -11.6% 15,718 $1.8M
Kennondale Capital Management LLC 1.30% No change 15,601 $1.8M
Meeder Advisory Services, Inc. 0.07% Add +5.4% 15,505 $1.8M
Choreo, LLC 0.02% Reduce -3.7% 15,138 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +1.6% 15,011 $1.7M
Kentucky Retirement Systems 0.13% Reduce -9.7% 29,234 $1.7M
Metis Global Partners, LLC 0.04% Reduce -10.2% 14,938 $1.7M
North Dakota State Investment Board 0.07% Reduce -15.5% 14,929 $1.7M
Praxis Investment Management Inc. 0.10% No change 14,850 $1.7M
China Universal Asset Management Co., Ltd. 0.13% Reduce -0.5% 14,794 $1.7M
Vise Technologies, Inc. 0.03% No change 15,446 $1.7M
Net Worth Advisory Group 0.35% Add +0.7% 14,639 $1.7M
Columbia Bank 0.48% No change 14,562 $1.7M
Mufg Securities Americas Inc. 0.11% Add +2.8% 14,538 $1.7M
Signet Financial Management, LLC 0.18% Reduce -4.0% 14,272 $1.6M
Wedbush Securities Inc. 0.05% Add +0.4% 14,263 $1.6M
Havemeyer Place LP 0.19% Add +6912.3% 14,235 $1.6M
Securian Asset Management, Inc. 0.06% Reduce -0.7% 14,181 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -12.4% 14,166 $1.6M
Glenmede Trust Co. NA 0.01% Add +4.3% 14,065 $1.6M
Raiffeisen Bank International AG 0.02% Add +313.3% 14,406 $1.6M
PKO Investment Management Joint-Stock Co 0.14% No change 14,000 $1.6M
Wayfinding Financial, LLC 0.69% Add +0.1% 13,731 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% No change 13,563 $1.6M
GAMMA Investing LLC 0.07% Add +11.6% 13,483 $1.6M
Hall Laurie J Trustee 0.55% No change 13,371 $1.5M
Boit C F David 0.68% No change 13,330 $1.5M
Canada Post Corp Registered Pension Plan 0.06% No change 13,187 $1.5M
Beacon Pointe Advisors, LLC 0.01% Add +31.0% 12,875 $1.5M
TD Waterhouse Canada Inc. 0.00% Add +1541.7% 12,592 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -38.7% 12,674 $1.5M
Applied Finance Capital Management, LLC 0.11% Reduce -7.9% 12,634 $1.5M
Linden Thomas Advisory Services, LLC 0.14% Add +0.5% 12,460 $1.4M
Commerzbank Aktiengesellschaft 0.03% Reduce -37.0% 12,427 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -6.1% 12,273 $1.4M
Twelve Points Wealth Management LLC 0.31% Reduce -3.4% 12,266 $1.4M
Bluespring Wealth Management, LLC 0.12% Reduce -6.7% 12,154 $1.4M
London Co. of Virginia 0.01% No change 11,992 $1.4M
Sigma Planning Corp 0.04% Add +501.0% 11,929 $1.4M
Walleye Trading LLC 0.03% New 11,928 $1.4M
Banque Cantonale Vaudoise 0.05% Add +8.7% 11,906 $1.4M
Brooklyn Investment Group 0.04% Add +49.5% 11,779 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +1.0% 11,565 $1.3M
Lido Advisors, LLC 0.01% Reduce -15.5% 11,322 $1.3M
Easterly Investment Partners LLC 0.10% No change 11,575 $1.3M
AustralianSuper Pty Ltd 0.01% No change 11,228 $1.3M
Siemens Fonds Invest GmbH 0.07% Reduce -0.0% 11,029 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -12.6% 10,951 $1.3M
Greenleaf Trust 0.01% Add +1.3% 10,913 $1.3M
Bleakley Financial Group, LLC 0.02% Add +1.0% 10,835 $1.3M
Plato Investment Management Ltd 0.08% Reduce -7.1% 10,621 $1.2M
Hohimer Wealth Management, LLC 0.15% Reduce -19.3% 10,622 $1.2M
Everett Harris & Co. 0.02% Reduce -1.6% 10,558 $1.2M
Smart Money Group LLC 0.35% Add +3.4% 10,543 $1.2M
ZEGA Investments, LLC 0.23% No change 10,500 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -43.2% 10,587 $1.2M
Meeder Asset Management Inc. 0.07% Add +103.2% 10,458 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +48.2% 10,244 $1.2M
Turn8 Private Wealth Inc. 0.74% Add +60.5% 10,246 $1.2M
Vestcor Inc 0.03% No change 10,176 $1.2M
RFG - Bristol Wealth Advisors, LLC 0.32% Add +0.3% 10,161 $1.2M
Sterling Capital Management LLC 0.02% Add +945.3% 10,160 $1.2M
Partners Capital Investment Group, LLP 0.04% New 10,086 $1.2M
DecisionMap Wealth Management, LLC 0.75% Add +0.2% 10,044 $1.2M
Beverly Hills Private Wealth, LLC 0.19% Reduce -47.1% 9,734 $1.1M
Burney Co./ 0.03% Add +1.3% 9,667 $1.1M
Capital Investment Counsel, Inc 0.14% No change 9,625 $1.1M
Greykasell Wealth Strategies, Inc. 0.44% Reduce -3.4% 9,516 $1.1M
Callan Family Office, LLC 0.02% Reduce -0.1% 9,390 $1.1M
Uncommon Cents Investing LLC 0.24% Reduce -0.3% 9,128 $1.1M
Sowell Financial Services LLC 0.04% Reduce -0.6% 9,122 $1.1M
Bokf, NA 0.02% Reduce -3.9% 9,084 $1.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.22% No change 9,071 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -2.0% 9,003 $1.0M
Apella Capital, LLC 0.02% Reduce -5.1% 8,176 $1.0M
Lodestone Wealth Management LLC 0.41% Reduce -32.6% 8,873 $1.0M
Allworth Financial LP 0.00% Reduce -8.5% 8,843 $1.0M
Sagespring Wealth Partners, LLC 0.02% Add +14.3% 8,841 $1.0M
Syon Capital LLC 0.05% Add +2.6% 8,833 $1.0M
Madrona Financial Services, LLC 0.22% Reduce -1.7% 8,791 $1.0M
Headlands Technologies LLC 0.12% Reduce -9.1% 8,773 $1.0M
ICICI Prudential Asset Management Co Ltd 0.12% Add +3.4% 8,715 $1.0M
RMR Wealth Builders 0.08% No change 8,711 $1.0M
Great Diamond Partners, LLC 0.19% Reduce -2.8% 8,697 $1.0M
Compound Planning, Inc. 0.03% Add +25.9% 8,675 $1.0M
Wedmont Private Capital 0.03% Add +0.5% 8,025 $997K
Quadrature Capital Ltd 0.01% New 8,553 $988K
Nicolet Bankshares Inc. 0.04% New 8,385 $982K
TCW Group Inc. 0.01% Add +5.1% 8,502 $982K
Schonfeld Strategic Advisors LLC 0.01% New 8,500 $982K
Wealth Group Ltd 0.22% No change 8,500 $982K
Founders Financial Securities LLC 0.06% Add +8.1% 7,695 $978K
GMO 0.00% Reduce -96.1% 8,452 $976K
Snowden Capital Advisors LLC 0.03% Reduce -18.1% 8,402 $970K
MAI Capital Management 0.01% Add +1.5% 8,333 $963K
Los Angeles Capital Management LLC 0.00% Add +31.5% 8,332 $962K
Vaughan Nelson Investment Management, L.P. 0.01% New 8,275 $956K
Pacific Sage Partners, LLC 0.15% Add +0.0% 8,215 $949K
Canandaigua National Corp. 0.08% — 8,164 $943K
Parallax Volatility Advisers, L.P. 0.05% Add +338.0% 7,442 $939K
Perpetual Ltd 0.01% Reduce -0.9% 8,068 $932K
Eads & Heald Wealth Management 0.46% Reduce -1.4% 7,998 $924K
One Degree Advisors Inc 0.24% No change 7,997 $923K
Signaturefd, LLC 0.01% Add +4.0% 7,942 $917K
Fruth Investment Management 0.23% No change 7,922 $914K
Castle Rock Wealth Management, LLC 0.20% Add +0.2% 7,652 $905K
Journey Strategic Wealth LLC 0.02% Add +24.1% 7,772 $898K
Robinswood Financial LLC 0.28% No change 7,732 $893K
Tema ETFs LLC 0.06% Add +0.5% 7,704 $890K
Jefferies Financial Group Inc. 0.01% Reduce -96.4% 7,682 $887K
Ritholtz Wealth Management 0.02% Add +4.5% 7,657 $884K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -6.9% 7,643 $883K
Parallel Advisors, LLC 0.02% Add +0.9% 7,641 $883K
RiverFront Investment Group, LLC 0.01% Add +0.1% 7,603 $878K
Citizens & Northern Corp. 0.22% New 7,579 $875K
Jacobi Capital Management LLC 0.05% Reduce -0.1% 7,574 $875K
Insight Wealth Partners, LLC 0.35% Reduce -3.0% 7,564 $874K
XTX Topco Ltd 0.02% Add +72.8% 7,519 $868K
Pinnacle Financial Partners, Inc. 0.01% Add +138.2% 7,449 $860K
Denali Advisors LLC 0.09% Reduce -12.0% 7,350 $849K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.1% 7,323 $846K
Caisse Des Depots Et Consignations 0.01% No change 7,287 $842K
Anchyra Partners LLC 0.25% Add +1.0% 7,257 $838K
Inspire Advisors, LLC 0.07% Reduce -4.8% 7,096 $820K
Central Pacific Bank - Trust Division 0.11% New 7,085 $818K
Hunter Associates Investment Management LLC 0.11% No change 7,025 $811K
Ballentine Partners, LLC 0.01% Add +3.1% 6,887 $795K
Insight Advisors, LLC/ PA 0.15% Reduce -1.3% 6,864 $793K
Vontobel Holding Ltd. 0.00% Reduce -19.5% 6,757 $780K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -42.0% 6,694 $773K
Dakota Wealth Management 0.02% Reduce -5.3% 6,690 $773K
Baader Bank Aktiengesellschaft 0.08% New 6,660 $768K
NBT Bank, N.A. 0.05% Add +0.3% 6,581 $760K
Sumitomo Life Insurance Co. 0.02% Add +3.3% 6,571 $759K
Howard Capital Management, LLC 0.01% Reduce -72.7% 6,554 $757K
Sompo Asset Management Co., Ltd. 0.14% No change 6,520 $753K
Integrated Wealth Concepts LLC 0.01% Add +102.4% 6,471 $747K
Mgo One Seven LLC 0.01% Add +2.6% 6,431 $743K
Baring Financial LLC 0.45% Add +0.1% 6,363 $735K
Choate Investment Advisors 0.01% No change 6,346 $733K
Checchi Capital Advisers, LLC 0.05% Add +11.4% 6,313 $729K
Lesa Sroufe & Co 0.49% New 6,290 $726K
Pure Financial Advisors, LLC 0.01% New 6,269 $724K
Cullen/Frost Bankers, Inc. 0.01% Reduce -93.0% 6,254 $722K
Basecamp Wealth Advisors LLC 0.15% No change 6,223 $719K
NewEdge Advisors, LLC 0.00% Add +0.9% 6,150 $710K
Gilpin Wealth Management, LLC 0.56% Reduce -4.0% 6,142 $709K
First Foundation Advisors 0.03% Add +0.1% 6,007 $694K
World Investment Advisors 0.01% Reduce -6.5% 5,985 $691K
Capital Investment Advisors, LLC 0.01% Add +17.8% 5,951 $687K
Fifth Third Wealth Advisors LLC 0.02% Add +11.3% 5,863 $677K
Pinnacle West Asset Management, Inc. 0.46% Reduce -0.8% 5,820 $672K
Stephens Inc. 0.01% Reduce -13.2% 5,614 $670K
Castleark Management LLC 0.02% No change 5,774 $667K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,609 $664K
Ellevest, Inc. 0.09% Add +2.0% 5,685 $657K
Brandywine Oak Private Wealth LLC 0.06% Reduce -0.9% 5,672 $655K
Smartleaf Asset Management LLC 0.02% Add +9.0% 5,731 $645K
Timber Creek Capital Management LLC 0.15% Reduce -47.6% 5,500 $635K
TOWER TRUST & INVESTMENT Co 0.42% New 5,478 $633K
Trust Co. of Toledo NA 0.06% Add +741.7% 5,446 $629K
Independent Advisor Alliance 0.01% Add +3.2% 5,413 $625K
Bridgefront Capital, LLC 0.15% New 5,382 $622K
Aigen Investment Management, LP 0.16% New 5,374 $621K
von Borstel & Associates, Inc. 0.14% Reduce -7.6% 5,353 $618K
Cresset Asset Management, LLC 0.00% Add +15.6% 5,349 $618K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 5,210 $602K
Exchange Traded Concepts, LLC 0.00% Reduce -60.2% 5,207 $601K
Northwest Quadrant Wealth Management, LLC 0.12% Add +0.5% 5,169 $597K
Premier Path Wealth Partners, LLC 0.08% Add +33.4% 5,168 $597K
Citizens Financial Group Inc. 0.01% Reduce -10.1% 5,141 $594K
Soltis Investment Advisors LLC 0.04% Add +4.8% 5,124 $592K
ABN AMRO Bank N.V. 0.01% No change 5,073 $589K
Lazard Asset Management LLC 0.00% Add +95.8% 5,066 $585K
BSW Wealth Partners 0.07% Add +7.9% 5,064 $585K
Rwa Wealth Partners, LLC 0.01% Add +46.8% 5,052 $584K
Leeward Financial Partners, LLC 0.17% Reduce -18.3% 5,047 $583K
Sunpointe, LLC 0.19% Reduce -0.4% 4,985 $576K
Archford Capital Strategies, LLC 0.07% Add +0.9% 4,981 $575K
Two Sigma Securities, LLC 0.07% New 4,966 $574K
Cigna Investments Inc. 0.09% No change 4,928 $569K
AlphaGrep UK Ltd 0.17% Add +90.5% 4,916 $568K
Northwest & Ethical Investments L.P. 0.01% New 4,790 $567K
Occudo Quantitative Strategies LP 0.03% New 4,704 $559K
Principal Securities, Inc. 0.01% Reduce -37.8% 4,818 $556K
111 Capital 0.14% Add +150.6% 4,807 $555K
CX Institutional 0.02% Reduce -2.3% 4,746 $548K
TrinityBridge Ltd 0.01% No change 4,730 $546K
Perigon Wealth Management, LLC 0.01% Add +5.0% 4,546 $525K
Oslo Pensjonsforsikring AS 0.08% — 4,537 $524K
Cidel Asset Management Inc. 0.03% Add +19.1% 4,525 $523K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.2% 4,511 $521K
Foundations Investment Advisors, LLC 0.01% Add +17.4% 4,496 $519K
Claris Advisors, LLC / Mo / 0.15% No change 4,430 $512K
Hartree Partners, LP 0.11% New 4,400 $508K
Jackson Creek Investment Advisors LLC 0.15% Reduce -0.6% 4,321 $499K
Hamilton Capital, LLC 0.03% Reduce -7.1% 4,279 $494K
Huntington National Bank 0.00% Add +10.3% 4,222 $488K
Balefire, LLC 0.09% Add +0.4% 4,218 $487K
Valeo Financial Advisors, LLC 0.01% Reduce -37.1% 4,194 $484K
Capital Planning LLC 0.16% No change 4,169 $482K
Birmingham Capital Management Co. Inc. 0.20% No change 4,162 $481K
Forum Financial Management, LP 0.01% Reduce -70.8% 4,158 $480K
Martingale Asset Management L P 0.01% New 4,154 $480K
Omnia Family Wealth, LLC 0.15% Reduce -5.4% 4,121 $476K
Dorato Capital Management 0.35% Add +2.0% 3,801 $472K
Norden Group LLC 0.05% Add +10.4% 4,073 $470K
Crestwood Advisors Group, LLC 0.01% Add +3.9% 4,054 $468K
Argent Trust Co 0.02% No change 4,037 $466K
GDS Wealth Management 0.03% Reduce -2.0% 4,012 $463K
Arbor Capital Management Inc. 0.37% No change 3,666 $459K
Mather Group, Llc. 0.00% Reduce -3.0% 3,927 $454K
Kingsview Wealth Management, LLC 0.01% Reduce -11.3% 3,914 $452K
Violich Capital Management, Inc. 0.05% No change 3,900 $450K
Fidelis Capital Partners, LLC 0.03% Add +1.9% 3,890 $449K
Frec Markets, Inc. 0.08% Add +65.2% 3,878 $448K
Independent Financial Group, LLC 0.01% Add +0.5% 3,871 $447K
Atlantic Edge Private Wealth Management, LLC 0.11% Reduce -1.5% 3,831 $442K
Penobscot Investment Management Company, Inc. 0.03% No change 3,799 $439K
Riverwater Partners LLC 0.15% Reduce -0.9% 3,795 $438K
Asahi Life Asset Management Co., LTD. 0.28% Reduce -15.6% 3,785 $437K
Atria Investments, Inc 0.00% Reduce -20.5% 3,783 $437K
DRW Securities, LLC 0.02% Add +29.8% 3,733 $430K
Teza Capital Management LLC 1.57% Add +9.2% 3,707 $428K
Silvercrest Asset Management Group LLC 0.00% Reduce -7.5% 3,677 $425K
Richards, Merrill & Peterson, Inc. 0.16% Add +0.3% 3,665 $423K
Avestar Capital, LLC 0.03% New 3,643 $421K
Integrity Financial Corp 0.21% Add +46.3% 3,620 $418K
Moss Adams Wealth Advisors LLC 0.03% Add +1.6% 3,609 $417K
Atom Investors LP 0.03% New 3,607 $417K
First Horizon Corp. 0.02% Reduce -1.9% 3,580 $413K
Federated Hermes, Inc. 0.00% Add +59.6% 3,575 $413K
EverSource Wealth Advisors, LLC 0.01% Add +14.0% 3,568 $412K
Supplemental Annuity Collective Trust of NJ 0.12% New 3,556 $411K
Verition Fund Management LLC 0.00% Reduce -92.2% 3,515 $406K
Koshinski Asset Management, Inc. 0.03% Add +47.3% 3,509 $405K
Ostrum Asset Management 0.02% Reduce -18.7% 3,501 $404K
Axq Capital, LP 0.05% New 3,489 $403K
Cibc World Market Inc. 0.00% Reduce -10.0% 3,488 $403K
Bellevue Asset Management, LLC 0.20% Add +0.1% 3,485 $403K
Stiles Financial Services Inc 0.12% Reduce -1.7% 3,460 $400K
Savvy Advisors, Inc. 0.01% Add +9.0% 3,449 $398K
Regal Investment Advisors LLC 0.02% New 3,420 $395K
Patrick M Sweeney & Associates, Inc. 0.25% No change 3,414 $394K
V-Square Quantitative Management LLC 0.04% Reduce -6.3% 3,364 $389K
Clifford Swan Investment Counsel LLC 0.01% No change 3,343 $386K
GC Wealth Management RIA, LLC 0.02% Add +1.6% 3,336 $385K
Strategic Investment Advisors / MI 0.03% Reduce -8.4% 3,303 $382K
Horst & Graben Wealth Management LLC 0.05% Add +11.9% 2,979 $379K
Summit Wealth Group LLC / Co. 0.04% New 3,265 $377K
Machina Capital S.A.S. 0.07% New 3,257 $376K
Ascent Group, LLC 0.01% Add +6.9% 3,237 $374K
Gateway Investment Advisers LLC 0.00% Add +33.4% 3,204 $370K
Fulton Bank, N.A. 0.01% Reduce -7.4% 3,201 $370K
Becker Capital Management Inc. 0.01% Reduce -0.6% 3,199 $369K
71 West Capital Partners 0.02% Add +42.3% 3,160 $365K
Next Level Private LLC 0.08% Add +1.5% 3,127 $361K
Corient IA LP 0.34% Reduce -11.4% 3,100 $358K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.18% No change 3,100 $358K
Panagora Asset Management Inc. 0.00% No change 3,100 $358K
Auxano Advisors, LLC 0.07% Add +0.5% 3,091 $357K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +3.7% 3,052 $353K
Evolve Private Wealth, LLC 0.02% Add +16.3% 3,027 $350K
Schneider Downs Wealth Management Advisors, LP 0.04% No change 3,016 $348K
Southeast Asset Advisors, LLC 0.04% No change 3,000 $347K
American Alpha Advisors, LLC 0.20% Reduce -7.7% 2,989 $345K
Arax Advisory Partners 0.01% Reduce -18.9% 2,967 $343K
Jackson Square Capital, LLC 0.07% Add +12.0% 2,967 $343K
Penserra Capital Management LLC 0.00% Add +3.2% 2,961 $341K
Concurrent Investment Advisors, LLC 0.00% Add +42.6% 2,944 $340K
Catalyst Funds Management Pty Ltd 0.06% New 2,933 $339K
GTS Securities LLC 0.01% Reduce -59.4% 2,918 $337K
Composition Wealth, LLC 0.00% Add +17.7% 2,900 $335K
Sagewood Asset Management LP 0.10% New 2,892 $334K
Prospera Financial Services Inc 0.01% Reduce -10.1% 2,873 $332K
XML Financial, LLC 0.03% No change 2,855 $330K
Parkside Financial Bank & Trust 0.03% Reduce -2.2% 2,835 $327K
Advisors Capital Management, LLC 0.00% Add +9.8% 2,811 $325K
L2 Asset Management, LLC 0.03% Add +6.2% 2,806 $324K
Financial Engines Advisors L.L.C. 0.00% Reduce -4.2% 2,789 $322K
Fulcrum Capital LLC 0.07% Reduce -3.1% 2,787 $322K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,782 $321K
International Assets Investment Management, LLC 0.02% Reduce -3.3% 2,713 $319K
D.B. Root & Company, LLC 0.08% Add +1.1% 2,750 $318K
Synergy Asset Management, LLC 0.03% Add +4.1% 2,730 $315K
MQS Management LLC 0.21% New 2,676 $309K
Forbes J M & Co. LLP 0.03% No change 2,664 $308K
GLR Partners, LLC 0.17% — 2,659 $307K
Boothbay Fund Management, LLC 0.01% Reduce -88.0% 2,654 $307K
Capital Advisors Wealth Management, LLC 0.04% Add +0.2% 2,654 $306K
Brookstone Capital Management 0.00% Reduce -83.6% 2,647 $306K
Drive Wealth Management, LLC 0.06% Add +1.7% 2,647 $306K
J2 Capital Management Inc 0.21% Add +1.9% 2,645 $305K
Regent Peak Wealth Advisors LLC 0.06% Add +0.3% 2,618 $302K
Financial Planning Hawaii, Inc. 0.18% Reduce -14.1% 2,610 $301K
DGS Capital Management, LLC 0.05% New 2,598 $300K
Renasant Bank 0.21% Reduce -4.2% 2,585 $299K
B. Riley Wealth Advisors, Inc. 0.02% Add +6.5% 2,632 $296K
Ausdal Financial Partners, Inc. 0.01% New 2,558 $295K
King Luther Capital Management Corp. 0.00% Add +10.8% 2,557 $295K
Conning Inc. 0.01% Reduce -15.4% 2,530 $292K
Sonata Capital Group Inc. 0.11% No change 2,530 $292K
SmartHarvest Portfolios, LLC 0.12% Reduce -19.2% 2,506 $289K
Stratos Wealth Advisors, LLC 0.02% No change 2,503 $289K
PCM Encore, LLC 0.06% Add +5.4% 2,484 $287K
Turtle Creek Wealth Advisors, LLC 0.02% Add +10.8% 2,451 $283K
Peak Retirement Planning, Inc. 0.06% Add +3.0% 2,443 $282K
Diversify Wealth Management, LLC 0.01% New 2,383 $282K
SageView Advisory Group, LLC 0.01% Add +145.6% 2,424 $280K
Ashton Thomas Private Wealth, LLC 0.01% New 2,424 $280K
Harbour Investments, Inc. 0.00% Add +15.4% 2,416 $279K
WealthPlan Investment Management, LLC 0.02% Add +5.0% 2,412 $279K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,374 $274K
Rathbones Group PLC 0.00% No change 2,369 $274K
Krilogy Financial LLC 0.01% Reduce -6.0% 2,197 $273K
PDS Planning, Inc 0.02% Add +0.1% 2,364 $273K
CHICAGO TRUST Co NA 0.04% Reduce -70.8% 2,326 $269K
Fortis Capital Advisors, LLC 0.04% New 2,326 $269K
Belpointe Asset Management LLC 0.01% New 2,326 $269K
FSM Wealth Advisors, LLC 0.03% Add +6.1% 2,314 $267K
First National Bank of Mount Dora, Trust Investment Services 0.06% Reduce -69.7% 2,309 $267K
Integris Wealth Management, LLC 0.06% No change 2,305 $266K
Arkadios Wealth Advisors 0.00% Add +0.3% 2,284 $264K
Institute for Wealth Management, LLC. 0.03% Reduce -1.7% 2,282 $264K
Hancock Whitney Corp. 0.00% Reduce -67.8% 2,219 $263K
Alpha Family Trust 0.13% No change 2,277 $263K
Westpac Banking Corp. 0.02% Reduce -2.4% 2,266 $262K
FourThought Financial Partners, LLC 0.02% Reduce -10.5% 2,266 $262K
CreativeOne Wealth, LLC 0.01% New 2,257 $261K
McCarter Private Wealth Services LLC 0.11% No change 2,250 $260K
Avenir Corp. 0.03% No change 2,250 $260K
Evoke Wealth, LLC 0.00% Add +20.4% 2,239 $259K
IHT Wealth Management, LLC 0.01% Reduce -1.1% 2,231 $258K
Kessler Investment Group, LLC 0.12% Reduce -0.5% 2,225 $257K
Ofi Invest Asset Management 0.00% Add +20.1% 2,563 $257K
Caerus Investment Advisors, LLC 0.11% Add +0.1% 2,222 $257K
Elevation Wealth Management LLC 0.23% Add +8.9% 2,196 $254K
Plancorp, LLC 0.01% Add +1.3% 1,970 $251K
DAVENPORT & Co LLC 0.00% Reduce -20.8% 2,169 $251K
Engineers Gate Manager LP 0.00% Reduce -23.4% 2,153 $249K
Hantz Financial Services, Inc. 0.00% Add +48.7% 2,147 $248K
Patton Fund Management, Inc. 0.04% No change 2,146 $248K
Trustmark Bank Trust Department 0.02% New 2,141 $247K
Catalyst Financial Partners LLC 0.03% Add +13.7% 2,137 $247K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 2,127 $246K
Aire Advisors, LLC 0.04% Add +0.6% 2,121 $245K
Kathmere Capital Management, LLC 0.02% New 2,121 $245K
Argonautica Private Wealth Management, Inc. 0.07% No change 2,118 $245K
Traynor Capital Management, Inc. 0.01% Add +0.1% 2,170 $244K
Blackston Financial Advisory Group, LLC 0.15% New 2,105 $243K
Carnegie Investment Counsel 0.00% New 2,100 $243K
LRI Investments, LLC 0.02% Add +2.6% 2,096 $242K
Aprio Wealth Management, LLC 0.01% Add +7.6% 2,091 $242K
Manchester Capital Management LLC 0.03% No change 2,086 $241K
Fullerton Fund Management Co Ltd. 0.02% Reduce -21.3% 2,068 $239K
Win Advisors, Inc. 0.11% New 2,066 $239K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.5% 2,057 $238K
Clark Capital Management Group, Inc. 0.00% Add +8.3% 2,055 $237K
CoreCap Advisors, LLC 0.01% Add +27.8% 2,039 $236K
Rossby Financial, LCC 0.05% Add +5.4% 1,999 $235K
Bull Harbor Capital LLC 0.06% — 2,028 $234K
Bensler, LLC 0.02% Add +0.5% 2,022 $234K
Pine Haven Investment Counsel, Inc 0.17% No change 2,022 $234K
Chancellor Financial Group WB LP 0.17% No change 2,018 $233K
Optas, LLC 0.04% Reduce -22.4% 2,017 $233K
Capital International Sarl 0.00% No change 1,999 $231K
Phillips Wealth Planners LLC 0.17% New 2,030 $229K
Everhart Financial Group, Inc. 0.02% New 1,978 $228K
MidFirst Bank 0.02% Reduce -2.5% 1,978 $228K
NorthRock Partners, LLC 0.00% Reduce -13.2% 1,965 $227K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,950 $225K
JMN Financial LLC 0.22% New 1,945 $225K
Significant Wealth Partners LLC 0.28% Reduce -0.5% 1,938 $224K
Geneos Wealth Management Inc. 0.01% Reduce -10.4% 1,937 $224K
Alpha Financial Partners LLC 0.13% Add +4.7% 1,931 $223K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -9.4% 1,922 $222K
Alta Advisers Ltd 0.08% No change 1,922 $222K
Barnes Wealth Management Group, Inc 0.11% Reduce -0.7% 1,920 $222K
E Fund Management (Hong Kong) Co., Ltd. 0.10% Add +7.1% 1,905 $220K
Waddell & Associates, LLC 0.01% Add +3.9% 1,904 $220K
Welch Group, LLC 0.01% No change 1,896 $219K
Readystate Asset Management LP 0.02% New 1,890 $218K
Rehmann Capital Advisory Group 0.01% Add +1.8% 1,887 $218K
Gerber, LLC 0.12% No change 1,882 $217K
Moody National Bank Trust Division 0.02% No change 1,873 $216K
Interchange Capital Partners, LLC 0.07% Reduce -2.0% 2,216 $216K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.1% 1,867 $216K
Resonant Capital Advisors, LLC 0.01% New 1,862 $215K
Eagle Bay Advisors LLC 0.19% Add +1.4% 1,833 $212K
Berkshire Asset Management LLC 0.01% New 1,813 $209K
Larson Financial Group LLC 0.01% Add +21.0% 1,812 $209K
Prime Capital Investment Advisors, LLC 0.00% New 1,809 $209K
Plan A Wealth LLC 0.10% New 1,804 $208K
Banco Santander, S.A. 0.00% New 1,802 $208K
Fire Capital Management LLC 0.10% New 1,800 $208K
Jacobs Levy Equity Management, Inc. 0.00% New 1,800 $208K
Five Oceans Advisors 0.07% New 1,793 $207K
KCM Investment Advisors LLC 0.01% New 1,774 $205K
Bayesian Capital Management, LP 0.25% New 1,771 $205K
Great Valley Advisor Group, Inc. 0.00% New 1,765 $204K
Robertson Stephens Wealth Management, LLC 0.01% New 1,765 $204K
Fideuram Asset Management (Ireland) dac 0.03% Reduce -78.6% 1,598 $203K
Asset Dedication, LLC 0.01% Reduce -1.5% 1,758 $203K
Childress Capital Advisors, LLC 0.04% Reduce -17.0% 1,757 $203K
Petersen Hastings Wealth Advisors Inc. 0.02% New 1,755 $203K
Transcend Capital Advisors, LLC 0.02% New 1,743 $201K
Planned Solutions, Inc. 0.07% New 1,737 $201K
Tiemann Investment Advisors, LLC 0.08% No change 1,705 $197K
Cypress Capital Management LLC (WY) 0.18% New 1,614 $186K
Deseret Mutual Benefit Administrators 0.06% Add +79.8% 1,595 $184K
New Age Alpha Advisors, LLC 0.01% New 1,594 $184K
Capital Analysts, LLC 0.00% Add +1.7% 1,595 $184K
Park Place Capital Corp 0.04% Add +1524.7% 1,576 $182K
Quent Capital, LLC 0.01% No change 1,557 $180K
Cromwell Holdings LLC 0.10% No change 1,519 $175K
Horizon Bancorp Inc. 0.08% New 1,513 $175K
CYBER HORNET ETFs LLC 0.11% Reduce -2.9% 1,443 $170K
Simplex Trading, LLC 0.01% New 1,448 $167K
TD Private Client Wealth LLC 0.00% Reduce -5.6% 1,444 $167K
Rosenberg Matthew Hamilton 0.03% No change 1,433 $166K
Acadian Asset Management LLC 0.00% Add +294.0% 1,434 $164K
Curat Global, LLC 0.16% No change 1,364 $158K
IFP Advisors, Inc 0.00% Add +13.7% 1,356 $157K
Root Financial Partners, LLC 0.01% Add +15.0% 1,294 $149K
Hazlett, Burt & Watson, Inc. 0.05% No change 1,273 $148K
Private Wealth Asset Management, LLC 0.02% Reduce -0.2% 1,237 $143K
Tradewinds Capital Management, LLC 0.03% No change 1,229 $142K
Blue Trust, Inc. 0.00% Reduce -1.9% 1,196 $138K
CVA Family Office, LLC 0.01% Add +19.4% 1,188 $137K
United Community Bank 0.04% Reduce -22.3% 1,160 $134K
Rothschild Investment LLC 0.01% Add +17.0% 1,123 $130K
Grove Bank & Trust 0.01% Add +0.6% 1,104 $128K
Salem Investment Counselors Inc. 0.00% New 1,095 $126K
First Pacific Financial 0.02% Add +2.3% 1,082 $125K
Private Trust Co. NA 0.01% Reduce -3.9% 1,072 $124K
First United Bank & Trust 0.04% No change 1,056 $122K
TFC Financial Management, Inc. 0.01% No change 1,035 $119K
Hickory Point Bank & Trust 0.08% New 1,009 $117K
Avalon Trust Co 0.01% Add +13.7% 995 $115K
Avanza Fonder AB 0.00% New 995 $115K
Essential Partners LLC 0.04% Add +0.6% 985 $114K
Security National Bank 0.02% No change 920 $106K
Clearstead Trust, LLC 0.02% No change 883 $102K
Hartford Financial Management Inc. 0.03% Reduce -25.4% 882 $102K
Wall Street Financial Group, Inc. 0.06% New 825 $95K
Loomis Sayles & Co. L P 0.00% Add +0.4% 794 $92K
Timothy G. Youngquist 2020 Irrevocable Trust 0.04% New 779 $90K
Solstein Capital, LLC 0.04% No change 778 $90K
Eastern Bank 0.00% No change 750 $87K
AdvisorNet Financial, Inc 0.00% Add +2.4% 719 $83K
3 Factor Indexing, LLC 0.08% — 699 $81K
Key Financial Inc 0.01% Add +1.3% 614 $71K
Atlas Capital Advisors Inc. 0.01% No change 597 $69K
Leonteq Securities AG 0.00% Add +38.0% 595 $69K
Elevated Capital Advisors, LLC 0.02% No change 577 $67K
TIAA Wealth Investment Management LLC 0.00% — 566 $65K
Indiana Trust & Investment Management Co 0.02% No change 543 $63K
Ares Financial Consulting, LLC 0.05% Add +116.7% 531 $62K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -31.6% 540 $62K
Kozak & Associates, Inc. 0.01% Add +0.2% 487 $62K
Anfield Capital Management, LLC 0.02% Add +2872.2% 535 $62K
Sittner & Nelson, LLC 0.02% No change 520 $60K
Zions Bancorporation, National Association 0.00% Reduce -52.4% 516 $60K
Beacon Investment Advisory Services, Inc. 0.00% New 505 $58K
JFS Wealth Advisors, LLC 0.00% Reduce -35.4% 503 $58K
Capital Advisors, Ltd. LLC 0.01% No change 503 $58K
Spire Wealth Management 0.00% Add +2.7% 492 $57K
Owl Creek Wealth Partners LLC 0.02% — 473 $55K
Farmers & Merchants Investments Inc. 0.00% No change 467 $54K
Westside Investment Management, Inc. 0.01% No change 432 $51K
Caldwell Sutter Capital, Inc. 0.02% Reduce -0.2% 440 $51K
MCF Advisors LLC 0.00% Add +65.5% 417 $48K
Perkins Coie Trust Co 0.01% Reduce -2.3% 417 $48K
Silvant Capital Management LLC 0.00% No change 397 $46K
MV Capital Management, Inc. 0.00% Add +0.3% 392 $45K
Fortitude Family Office, LLC 0.01% Add +31.4% 385 $44K
TopTier Wealth Management, LLC 0.03% New 377 $44K
True Wealth Design, LLC 0.01% Add +1.9% 371 $43K
Prestige Wealth Management Group LLC 0.01% No change 365 $42K
Keating Financial Advisory Services, Inc. 0.01% Add +26.4% 359 $41K
Missouri Trust & Investment Co 0.01% Add +250.0% 350 $40K
WealthCollab, LLC 0.02% No change 342 $40K
Creative Financial Designs Inc. 0.00% Add +2.7% 338 $39K
Covestor Ltd 0.03% Reduce -47.1% 332 $38K
Twin Peaks Wealth Advisors, LLC 0.01% New 321 $37K
GW&K Investment Management, LLC 0.00% Add +11.2% 319 $37K
Activest Wealth Management 0.01% Add +11.2% 298 $34K
Vanguard National Trust Co 0.00% — 294 $34K
Private Wealth Management Group, LLC 0.01% No change 283 $33K
Smithfield Trust Co 0.00% No change 276 $32K
Entrust Financial LLC 0.02% Reduce -32.7% 274 $32K
Bruce G. Allen Investments, LLC 0.02% No change 272 $31K
Steph & Co. 0.01% New 250 $29K
Valley National Advisers Inc. 0.00% Reduce -4.3% 248 $28K
Lanark Financial, Inc. 0.00% Add +2.6% 236 $27K
Strengthening Families & Communities, LLC 0.01% New 232 $27K
Golden State Wealth Management, LLC 0.00% Reduce -36.7% 228 $26K
Bell Investment Advisors, Inc 0.00% Reduce -2.2% 226 $26K
Paladin Partners, LLC 0.02% No change 225 $26K
Provenance Wealth Advisors, LLC 0.00% No change 222 $26K
Wilmington Savings Fund Society, FSB 0.00% Reduce -72.2% 213 $25K
First Community Trust NA 0.02% No change 210 $24K
Opal Wealth Advisors, LLC 0.01% New 208 $24K
Wilkerson Advisory Group LLC 0.01% Add +102.9% 207 $24K
Catalyst Capital Advisors LLC 0.00% Add +54.9% 206 $24K
Joseph Group Capital Management 0.01% Add +166.2% 205 $24K
Transamerica Financial Advisors, LLC 0.00% Add +171.6% 201 $23K
Archer Investment Corp 0.00% No change 199 $23K
Caitlin John, LLC 0.01% No change 192 $22K
Montag A & Associates Inc. 0.00% New 185 $21K
SBI Securities Co., Ltd. 0.00% Reduce -4.6% 185 $21K
Vermillion Wealth Management, Inc. 0.01% Add +21.3% 182 $21K
Physician Wealth Advisors, Inc. 0.00% Add +5.3% 180 $21K
Kemnay Advisory Services Inc. 0.00% Reduce -13.1% 179 $21K
Salomon & Ludwin, LLC 0.00% No change 172 $20K
City Holding Co. 0.00% No change 176 $20K
Gould Capital, LLC 0.01% No change 168 $19K
Valued Wealth Advisors LLC 0.01% Reduce -4.8% 157 $18K
JPL Wealth Management, LLC 0.00% New 153 $18K
Sunrise Financial Services, LLC 0.01% No change 150 $17K
Dynamic Wealth Strategies, LLC 0.01% New 148 $17K
Merrithew & Thorsten Inc 0.02% Add +1.3% 151 $17K
Bangor Savings Bank 0.00% No change 144 $17K
Cornerstone Financial Management LLC 0.02% Add +9.2% 143 $17K
Motco 0.00% Reduce -47.4% 140 $16K
Princeton Global Asset Management LLC 0.00% No change 138 $16K
Swiss Re Ltd. 0.09% No change 132 $15K
CENTRAL TRUST Co 0.00% No change 127 $15K
Dogwood Wealth Management LLC 0.01% Add +19.1% 125 $14K
Operose Advisors LLC 0.00% No change 125 $14K
Cassaday & Co Wealth Management LLC 0.00% New 125 $14K
Highline Wealth Partners LLC 0.00% Add +55.7% 123 $14K
Ogorek Anthony Joseph /NY/ 0.00% No change 123 $14K
SJS Investment Consulting Inc. 0.00% Add +53.2% 121 $14K
DT Investment Partners, LLC 0.00% No change 120 $14K
Toth Financial Advisory Corp. 0.00% Add +51.3% 118 $14K
Washington Trust Advisors, Inc. 0.00% Add +31.1% 118 $14K
Atlantic Union Bankshares Corp 0.00% New 116 $13K
Acumen Wealth Advisors, LLC 0.00% No change 113 $13K
Cornerstone Planning Group LLC 0.00% Add +94.9% 115 $13K
Frazier Financial Advisors, LLC 0.01% No change 111 $13K
JNBA Financial Advisors 0.00% No change 109 $13K
Arlington Trust Co LLC 0.00% New 107 $12K
Monetary Solutions, Ltd 0.01% No change 102 $12K
Boreal Capital Management LLC 0.01% No change 100 $12K
High Note Wealth, LLC 0.00% Add +17.6% 100 $12K
Raffa Wealth Management, LLC 0.00% Add +4.3% 98 $11K
Merkkuri Wealth Advisors LLC 0.01% New 98 $11K
Truvestments Capital LLC 0.00% Add +126.8% 93 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +35.3% 92 $11K
Global X Japan Co., Ltd. 0.00% Reduce -53.5% 92 $11K
Sound Income Strategies, LLC 0.00% Add +97.8% 89 $11K
Aviso Financial Inc. 0.00% Add +56.1% 89 $10K
Avion Wealth 0.00% Add +27.4% 93 $10K
Silicon Valley Capital Partners 0.00% Add +21.4% 85 $10K
Whipplewood Advisors, LLC 0.00% New 81 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -13.0% 80 $9K
Bare Financial Services, Inc 0.00% Add +36.8% 78 $9K
Innovative Asset Advisors Group, LLC 0.01% — 78 $9K
Abound Wealth Management 0.00% Reduce -24.5% 77 $9K
Aspect Partners, LLC 0.00% No change 75 $9K
Sachetta, LLC 0.00% Add +84.6% 72 $8K
FWL Investment Management, LLC 0.00% New 71 $8K
Bay Harbor Wealth Management, LLC 0.00% Add +42.9% 70 $8K
Westfuller Advisors, LLC 0.00% Add +1.6% 64 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 63 $7K
Armstrong Advisory Group, Inc. 0.00% Reduce -13.9% 62 $7K
Bravera Wealth 0.00% Reduce -29.1% 61 $7K
Dunhill Financial, LLC 0.00% Add +33.3% 60 $7K
Colonial Trust Co / SC 0.00% Reduce -21.1% 60 $7K
Y.D. More Investments Ltd 0.00% Reduce -1.2% 18,146 $7K
SouthState Bank Corp 0.00% Reduce -68.4% 55 $6K
First Command Advisory Services, Inc. 0.00% Add +940.0% 52 $6K
Union Savings Bank 0.00% No change 52 $6K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -19.1% 51 $6K
Kilter Group LLC 0.00% Add +21.9% 50 $6K
CNB Bank 0.00% No change 50 $6K
Signature Equity Partners, LLC 0.00% Reduce -50.5% 50 $6K
Burk Holdings LLC 0.00% New 48 $6K
North Star Investment Management Corp. 0.00% Add +140.0% 48 $6K
Torren Management, LLC 0.00% Reduce -91.1% 46 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 45 $5K
Manning & Napier Advisors LLC 0.00% Add +475.0% 46 $5K
Halbert Hargrove Global Advisors, LLC 0.00% No change 43 $5K
United Financial Planning Group LLC 0.00% New 39 $5K
Stone House Investment Management, LLC 0.00% No change 39 $5K
Principia Wealth Advisory, LLC 0.00% Add +46.1% 38 $4K
Destiny Wealth Partners, LLC 0.00% New 37 $4K
Deane Retirement Strategies, Inc. 0.00% Reduce -99.9% 36 $4K
Bfsg, LLC 0.00% New 34 $4K
Oakworth Capital, Inc. 0.00% No change 34 $4K
SHP Wealth Management 0.00% Add +1550.0% 33 $4K
Clayton Financial Group LLC 0.00% No change 33 $4K
Signature Resources Capital Management, LLC 0.00% Reduce -8.3% 33 $4K
Sunbelt Securities, Inc. 0.00% No change 32 $4K
Financial Consulate, Inc. 0.00% Add +220.0% 32 $4K
Red Tortoise LLC 0.00% No change 31 $4K
Synergy Investment Management, LLC 0.00% New 31 $4K
Rialto Wealth Management, LLC 0.00% Add +55.0% 31 $4K
1620 Investment Advisors, Inc. 0.00% No change 29 $3K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 28 $3K
Clark Wealth Partners 0.00% No change 26 $3K
2UniFi Bank 0.00% No change 26 $3K
Millstone Evans Group, LLC 0.00% New 25 $3K
Marquette Asset Management, LLC 0.00% No change 25 $3K
Proathlete Wealth Management LLC 0.00% No change 24 $3K
Intentional Wealth Strategies, LLC 0.00% — 23 $3K
Medallion Wealth Advisors, LLC 0.00% New 23 $3K
Winch Advisory Services, LLC 0.00% No change 22 $3K
Triumph Capital Management 0.00% Add +69.2% 22 $3K
SWAN Capital LLC 0.00% No change 21 $2K
Wolff Wiese Magana LLC 0.00% New 20 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 19 $2K
Legacy Wealth Managment, LLC 0.00% No change 19 $2K
American Capital Advisory, LLC 0.00% Add +46.1% 19 $2K
Pittenger & Anderson Inc. 0.00% No change 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 19 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -50.0% 18 $2K
1015 Capital Partners, LLC 0.00% No change 16 $2K
HFM Investment Advisors, LLC 0.00% No change 16 $2K
Nvwm, LLC 0.00% No change 16 $2K
Portus Wealth Advisors, LLC 0.00% New 15 $2K
Anchor Investment Management, LLC 0.00% No change 15 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 15 $2K
TD Capital Management LLC 0.00% No change 14 $2K
Mascoma Wealth Management LLC 0.00% Add +62.5% 13 $2K
Hughes Financial Services, LLC 0.00% Add +85.7% 13 $2K
Financial Management Professionals, Inc. 0.00% No change 12 $1K
Crewe Advisors LLC 0.00% Reduce -52.0% 12 $1K
Nemes Rush Group LLC 0.00% Reduce -29.4% 12 $1K
Quaker Wealth Management, LLC 0.00% Add +150.0% 10 $1K
Aventura Private Wealth, LLC 0.00% No change 10 $1K
Quarry LP 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 $1K
Elevation Wealth Partners, LLC 0.00% New 9 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 9 $1K
HM Payson & Co. 0.00% No change 9 $1K
Phillip James Consulting Co. 0.00% New 8 $1K
Coston, McIsaac & Partners 0.00% No change 9 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 8 $924
Seneschal Advisors, LLC 0.00% No change 7 $809
Rakuten Securities, Inc. 0.00% No change 7 $809
Napier Financial, LLC 0.00% New 7 $809
DecisionPoint Financial, LLC 0.00% No change 6 $693
Cherry Tree Wealth Management, LLC 0.00% No change 6 $693
Wealth Enhancement Trust Services, Inc. 0.00% No change 6 $693
Chilton Capital Management LLC 0.00% No change 6 $693
Redwood Park Advisors LLC 0.00% Add +66.7% 5 $578
SOA Wealth Advisors, LLC. 0.00% No change 4 $487
Davis Capital Management 0.00% No change 4 $462
Ameriflex Group, Inc. 0.00% No change 4 $462
Nvest Wealth Strategies, Inc. 0.00% New 3 $347
Tidemark, LLC 0.00% New 3 $347
Curio Wealth, LLC 0.00% New 3 $347
Arcadia Investment Management Corp. 0.00% No change 1 $116
Raleigh Capital Management Inc. 0.00% No change 1 $64

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