Principal Financial GroupPFG
13F holders, Q3 2024 (September 30)785holders −10
70new positions
82sold out
5famous investors
$85.89avg. 13F price*
At the end of Q3 2024, 785 institutions reported holding Principal Financial Group (PFG) in their 13F filings, down 10 from Q2 2024. 70 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.7B) and Nippon Life Insurance Co. ($1.6B). 5 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $62.5M |
| Exits | 82 | $101.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,238,762 shares bought and 6,941,215 shares sold, net −1,702,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.9% | 27,505,946 | $2.4B |
| BlackRock, Inc. | 0.04% | — | 19,894,372 | $1.7B |
| Nippon Life Insurance Co. | 63.51% | No change | 18,137,000 | $1.6B |
| Bank of America Corp. | 0.08% | Add +3.9% | 11,131,044 | $956.2M |
| State Street Corp. | 0.03% | Reduce -0.2% | 9,540,838 | $819.6M |
| Geode Capital Management, LLC | 0.04% | Reduce -0.3% | 5,414,177 | $463.5M |
| Capital Research Global Investors | 0.09% | Reduce -24.9% | 4,957,868 | $425.9M |
| Wellington Management Group LLP | 0.07% | Reduce -1.4% | 4,371,243 | $375.5M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.8% | 3,934,521 | $338.0M |
| Northern Trust Corp. | 0.05% | Reduce -4.4% | 3,336,314 | $286.6M |
| Invesco Ltd. | 0.05% | Add +26.2% | 3,287,511 | $282.4M |
| Norges Bank | 0.04% | Add +1.0% | 3,282,849 | $282.0M |
| Morgan Stanley | 0.02% | Add +1.2% | 2,903,286 | $249.4M |
| JPMorgan Chase & Co. | 0.02% | Add +5.1% | 2,462,562 | $211.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.2% | 1,879,936 | $161.5M |
| Legal & General Group Plc | 0.04% | Add +0.1% | 1,738,860 | $149.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +16.3% | 1,732,975 | $148.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.7% | 1,667,361 | $143.2M |
| HSBC Holdings PLC | 0.08% | Add +0.8% | 1,453,967 | $124.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,403,689 | $120.6M |
| Amundi | 0.03% | Add +28.3% | 1,095,396 | $94.1M |
| Royal Bank of Canada | 0.02% | Reduce -10.9% | 977,117 | $83.9M |
| UBS Group AG | 0.02% | Add +10.6% | 966,835 | $83.1M |
| Mairs & Power Inc. | 0.70% | Reduce -28.0% | 869,978 | $74.7M |
| Voloridge Investment Management, LLC | 0.27% | Add +29.8% | 862,104 | $74.1M |
| Deutsche Bank AG | 0.03% | Reduce -15.0% | 854,188 | $73.4M |
| Barclays PLC | 0.03% | Add +12.3% | 806,672 | $69.3M |
| Swiss National Bank | 0.04% | Reduce -0.0% | 695,900 | $59.8M |
| Millennium Management | 0.05% | Reduce -14.9% | 609,710 | $52.4M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.7% | 561,287 | $48.2M |
| AustralianSuper Pty Ltd | 0.23% | Add +27.2% | 540,212 | $46.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -8.5% | 522,860 | $44.9M |
| Bank of Montreal | 0.02% | Add +41.0% | 503,735 | $43.4M |
| FMR LLC | 0.00% | Reduce -3.9% | 503,233 | $43.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +85.7% | 466,133 | $40.0M |
| Rhumbline Advisers | 0.04% | Reduce -2.9% | 464,423 | $39.9M |
| Trust Point Inc. | 2.71% | Add +9.2% | 420,332 | $36.1M |
| California Public Employees Retirement System | 0.02% | Reduce -1.2% | 408,499 | $35.1M |
| Victory Capital Management Inc. | 0.03% | Reduce -8.0% | 399,739 | $34.3M |
| North Star Asset Management Inc. | 1.53% | Reduce -0.3% | 396,573 | $34.1M |
| National Pension Service | 0.03% | Reduce -7.9% | 377,592 | $32.4M |
| Fort Washington Investment Advisors Inc. | 0.20% | Add +1.2% | 376,483 | $32.3M |
| California State Teachers Retirement System | 0.04% | Reduce -1.3% | 368,045 | $31.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -0.1% | 367,845 | $31.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.6% | 339,362 | $29.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.6% | 302,913 | $26.0M |
| AMF Tjanstepension AB | 0.18% | Add +28.8% | 290,723 | $25.0M |
| Acadian Asset Management LLC | 0.07% | Reduce -21.1% | 279,816 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +32.1% | 259,471 | $22.3M |
| Korea Investment CORP | 0.05% | Add +170.1% | 258,366 | $22.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.3% | 255,583 | $22.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +1.4% | 254,858 | $21.9M |
| Citigroup Inc. | 0.02% | Reduce -16.1% | 243,993 | $21.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -9.0% | 240,901 | $20.7M |
| Intech Investment Management LLC | 0.22% | Reduce -21.7% | 233,758 | $20.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 231,277 | $19.9M |
| Verition Fund Management LLC | 0.15% | Reduce -39.8% | 226,796 | $19.5M |
| Man Group plc | 0.06% | Reduce -42.7% | 219,133 | $18.8M |
| Storebrand Asset Management As | 0.06% | Add +0.6% | 213,999 | $18.4M |
| American Century Companies Inc. | 0.01% | Add +27.6% | 211,929 | $18.2M |
| Sound Income Strategies, LLC | 1.16% | Add +7.6% | 210,139 | $18.1M |
| GW Henssler & Associates Ltd. | 0.99% | Add +0.6% | 203,522 | $17.5M |
| Gillson Capital LP | 1.52% | New | 195,101 | $16.8M |
| Two Sigma Investments, LP | 0.04% | Add +646.7% | 184,343 | $15.8M |
| Bridgewater Associates | 0.09% | Add +86.9% | 184,083 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.9% | 183,310 | $15.7M |
| Swiss Life Asset Management Ltd | 0.17% | Reduce -0.9% | 176,116 | $15.1M |
| DNB Asset Management AS | 0.07% | Add +368.8% | 173,260 | $14.9M |
| State of Wisconsin Investment Board | 0.04% | Add +0.0% | 171,090 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 170,295 | $14.6M |
| Swedbank AB | 0.02% | No change | 162,158 | $13.9M |
| D. E. Shaw & Co. | 0.02% | Reduce -49.5% | 160,944 | $13.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.7% | 156,185 | $13.4M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +4.8% | 145,082 | $13.0M |
| Cambria Investment Management, L.P. | 0.74% | Reduce -0.7% | 143,870 | $12.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +8.8% | 142,719 | $12.3M |
| Worldquant Millennium Advisors LLC | 0.09% | Add +34.8% | 140,831 | $12.1M |
| Natixis | 0.07% | Add +141.6% | 140,781 | $12.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -18.8% | 133,285 | $11.4M |
| Prudential Financial Inc. | 0.02% | Reduce -3.0% | 132,762 | $11.4M |
| Illinois Municipal Retirement Fund | 0.16% | Add +0.5% | 131,311 | $11.3M |
| National Bank of Canada | 0.01% | Add +61.6% | 128,755 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 127,704 | $11.0M |
| Allianz Asset Management GmbH | 0.02% | Add +2.3% | 126,219 | $10.8M |
| Goelzer Investment Management, Inc. | 0.59% | Reduce -0.9% | 124,665 | $10.7M |
| Toronto Dominion Bank | 0.02% | Add +15.8% | 123,958 | $10.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.8% | 122,576 | $10.5M |
| Aviva PLC | 0.03% | Add +2.0% | 121,949 | $10.5M |
| Hudson Bay Capital Management LP | 0.08% | New | 120,000 | $10.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -47.4% | 117,801 | $10.1M |
| Raymond James & Associates | 0.01% | Add +36.3% | 116,364 | $10.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +18.4% | 115,582 | $9.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.0% | 114,237 | $9.8M |
| AE Wealth Management LLC | 0.09% | Reduce -3.2% | 114,033 | $9.8M |
| Interval Partners, LP | 0.28% | Reduce -27.8% | 112,643 | $9.7M |
| Lighthouse Investment Partners, LLC | 0.52% | New | 112,540 | $9.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +0.7% | 111,971 | $9.6M |
| Asset Management One Co., Ltd. | 0.03% | Add +15.4% | 109,100 | $9.4M |
| AMG National Trust Bank | 0.25% | Reduce -10.0% | 108,697 | $9.3M |
| Holocene Advisors, LP | 0.04% | Add +92.6% | 108,326 | $9.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 105,000 | $9.0M |
| NewSquare Capital LLC | 0.72% | Reduce -1.3% | 106,218 | $9.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.09% | — | 103,651 | $8.9M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -1.1% | 103,284 | $8.9M |
| Royal London Asset Management Ltd. | 0.02% | No change | 103,280 | $8.9M |
| First Trust Advisors LP | 0.01% | Add +71.0% | 102,436 | $8.8M |
| LPL Financial LLC | 0.00% | Add +2.5% | 102,269 | $8.8M |
| Teacher Retirement System of Texas | 0.04% | Reduce -1.2% | 102,080 | $8.8M |
| Capital Management Corp. | 1.55% | Reduce -14.0% | 101,313 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +0.6% | 100,935 | $8.7M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Reduce -1.2% | 100,181 | $8.6M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -2.5% | 91,380 | $7.8M |
| Schroder Investment Management Group | 0.01% | Reduce -6.7% | 90,965 | $7.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -5.9% | 89,687 | $7.7M |
| CI Investments Inc. | 0.03% | Add +3.4% | 89,311 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.6% | 88,555 | $7.6M |
| Franklin Resources Inc. | 0.00% | Add +16.4% | 84,378 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Add +11.7% | 88,088 | $7.6M |
| Aberdeen Group plc | 0.01% | Reduce -1.1% | 88,060 | $7.6M |
| Danske Bank A/S | 0.02% | Reduce -0.3% | 86,603 | $7.4M |
| Arjuna Capital | 1.91% | Reduce -0.8% | 85,785 | $7.4M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -27.4% | 83,453 | $7.2M |
| TD Asset Management Inc | 0.01% | Add +0.2% | 81,069 | $7.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -8.4% | 77,446 | $6.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -19.1% | 77,061 | $6.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -1.5% | 76,227 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.5% | 76,048 | $6.5M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -5.0% | 75,030 | $6.4M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +1.0% | 74,764 | $6.4M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -4.8% | 72,230 | $6.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -8.9% | 71,558 | $6.1M |
| Bank of Nova Scotia | 0.01% | Reduce -52.2% | 69,975 | $6.0M |
| Focus Partners Wealth | 0.02% | Add +1556.8% | 69,836 | $6.0M |
| Azimuth Capital Investment Management LLC | 0.23% | Add +7.4% | 69,215 | $5.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +11.5% | 68,022 | $5.8M |
| Voya Investment Management LLC | 0.01% | Reduce -8.2% | 68,012 | $5.8M |
| Dorsey & Whitney Trust CO LLC | 0.31% | Reduce -6.2% | 67,816 | $5.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +7.4% | 67,210 | $5.8M |
| Arizona State Retirement System | 0.04% | Add +4.0% | 67,151 | $5.8M |
| USS Investment Management Ltd | 0.04% | Add +0.3% | 64,993 | $5.6M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -55.5% | 64,268 | $5.5M |
| Pacer Advisors, Inc. | 0.01% | Add +303.9% | 64,095 | $5.5M |
| Forsta Ap-Fonden | 0.04% | Add +27.4% | 63,200 | $5.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.8% | 63,005 | $5.4M |
| Campbell & CO Investment Adviser LLC | 0.40% | Add +143.7% | 62,662 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -72.8% | 62,082 | $5.3M |
| Comerica Bank | 0.02% | Add +20.1% | 59,512 | $5.1M |
| Engineers Gate Manager LP | 0.10% | Reduce -40.1% | 59,115 | $5.1M |
| Bessemer Group Inc. | 0.01% | Add +204.1% | 58,695 | $5.0M |
| Credit Agricole S A | 0.03% | Add +2.9% | 58,511 | $5.0M |
| KBC Group NV | 0.02% | Add +1.8% | 58,464 | $5.0M |
| Unison Advisors LLC | 0.60% | Add +0.9% | 58,463 | $5.0M |
| Corient Private Wealth LP | 0.01% | Add +60.0% | 58,052 | $5.0M |
| State of Michigan Retirement System | 0.02% | Reduce -1.9% | 57,980 | $5.0M |
| Dean Investment Associates, LLC | 0.67% | Reduce -3.2% | 57,423 | $4.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.4% | 56,638 | $4.9M |
| Cetera Investment Advisers | 0.01% | Reduce -1.6% | 56,356 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.7% | 55,689 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -29.6% | 55,241 | $4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -4.7% | 54,337 | $4.7M |
| Prana Capital Management, LP | 0.21% | Reduce -39.8% | 53,894 | $4.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -11.8% | 53,702 | $4.6M |
| Andra AP-fonden | 0.07% | Add +4754.6% | 53,400 | $4.6M |
| Corebridge Financial, Inc. | 0.02% | Reduce -4.0% | 53,024 | $4.6M |
| Kintegral Advisory, LLC | 0.40% | Reduce -1.3% | 51,154 | $4.4M |
| IFM Investors Pty Ltd | 0.04% | Reduce -1.9% | 50,574 | $4.3M |
| HRT Financial LP | 0.02% | Add +115.5% | 49,530 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.7% | 49,248 | $4.2M |
| PGGM Investments | 0.05% | No change | 48,179 | $4.1M |
| Ethic Inc. | 0.10% | Add +7.8% | 47,306 | $4.1M |
| ProShare Advisors LLC | 0.01% | Add +7.9% | 47,237 | $4.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.2% | 46,505 | $4.0M |
| Creative Planning | 0.00% | Reduce -6.7% | 46,428 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -2.1% | 46,381 | $4.0M |
| Unigestion Holding SA | 0.19% | New | 45,524 | $3.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +0.1% | 45,276 | $3.9M |
| Quantinno Capital Management LP | 0.05% | Add +10.1% | 45,194 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.8% | 43,733 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -65.8% | 43,560 | $3.7M |
| Czech National Bank | 0.04% | Add +5.6% | 43,402 | $3.7M |
| Xponance LLC | 0.04% | Add +1.1% | 43,208 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -29.9% | 42,898 | $3.7M |
| Cibc World Markets Corp. | 0.03% | Add +0.4% | 42,560 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 40,300 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +11.2% | 38,498 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Add +30.4% | 39,668 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -13.2% | 39,108 | $3.4M |
| Utah Retirement Systems | 0.04% | Reduce -1.6% | 38,013 | $3.3M |
| CIBC Asset Management Inc | 0.01% | Add +5.8% | 37,729 | $3.2M |
| Tredje AP-fonden | 0.03% | No change | 37,683 | $3.2M |
| Public Sector Pension Investment Board | 0.02% | Add +1.4% | 37,141 | $3.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.12% | Add +358.1% | 36,679 | $3.2M |
| Freestone Capital Holdings, LLC | 0.10% | Add +0.1% | 35,024 | $3.0M |
| Avantax Planning Partners, Inc. | 0.11% | Add +0.0% | 34,587 | $3.0M |
| Jump Financial, LLC | 0.06% | Add +36.8% | 34,504 | $3.0M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -6.4% | 34,485 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -21.8% | 34,479 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +68.8% | 33,974 | $2.9M |
| Alaska Permanent Fund Corp | 0.04% | No change | 33,843 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +4.8% | 33,096 | $2.8M |
| UniSuper Management Pty Ltd | 0.02% | Add +41.5% | 33,032 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Reduce -4.0% | 31,952 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -12.5% | 31,921 | $2.7M |
| Foster & Motley Inc. | 0.17% | Reduce -6.0% | 31,605 | $2.7M |
| Dakota Wealth Management | 0.06% | Reduce -2.2% | 31,551 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.3% | 30,872 | $2.7M |
| Jefferies Financial Group Inc. | 0.05% | Add +91.0% | 30,693 | $2.6M |
| Stoneridge Investment Partners LLC | 0.97% | Add +3.4% | 30,284 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +12.3% | 30,042 | $2.6M |
| Janus Henderson Group PLC | 0.00% | No change | 29,258 | $2.5M |
| Argent Trust Co | 0.10% | Add +2.5% | 29,184 | $2.5M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 28,419 | $2.4M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 28,419 | $2.4M |
| Mariner, LLC | 0.00% | Add +0.8% | 28,389 | $2.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.8% | 28,124 | $2.4M |
| FAS Wealth Partners, Inc. | 0.19% | Add +4.5% | 28,048 | $2.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +1.7% | 27,523 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.1% | 27,509 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -11.7% | 26,876 | $2.3M |
| Ostrum Asset Management | 0.19% | Reduce -3.6% | 26,736 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.5% | 26,238 | $2.3M |
| Sei Investments Co. | 0.00% | Add +3.7% | 26,182 | $2.2M |
| Centric Wealth Management | 0.59% | Add +4.3% | 25,834 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 25,816 | $2.2M |
| Candriam S.C.A. | 0.01% | Add +4.8% | 25,168 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Add +4.7% | 24,891 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +66.2% | 24,932 | $2.1M |
| Hohimer Wealth Management, LLC | 0.46% | No change | 24,724 | $2.1M |
| AlphaQuest LLC | 0.19% | Reduce -8.9% | 24,646 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +6.4% | 24,642 | $2.1M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Add +29.9% | 24,441 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 24,295 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -62.4% | 24,149 | $2.1M |
| Siemens Fonds Invest GmbH | 0.16% | Reduce -3.4% | 24,039 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.1% | 23,705 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -0.7% | 23,679 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.9% | 23,431 | $2.0M |
| Diversified Trust Co. | 0.05% | Add +0.2% | 23,258 | $2.0M |
| Commerce Bank | 0.01% | Reduce -3.4% | 22,862 | $2.0M |
| AQR Capital Management | 0.00% | Add +66.2% | 22,349 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.6% | 21,764 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +3.9% | 20,728 | $1.8M |
| STRS Ohio | 0.01% | Reduce -9.1% | 20,587 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | New | 20,400 | $1.8M |
| Choreo, LLC | 0.03% | Add +36.0% | 20,538 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 20,205 | $1.7M |
| Ossiam | 0.03% | Reduce -21.3% | 20,140 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.56% | Reduce -3.7% | 20,140 | $1.7M |
| QRG Capital Management, Inc. | 0.02% | Reduce -6.4% | 19,652 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Add +0.5% | 19,517 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -4.7% | 19,116 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -74.3% | 18,864 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -5.7% | 18,800 | $1.6M |
| Aquatic Capital Management LLC | 0.04% | Add +264.7% | 18,600 | $1.6M |
| Redwood Investment Management, LLC | 0.14% | Add +4.1% | 18,245 | $1.6M |
| Nordea Investment Management AB | 0.00% | No change | 18,240 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +29.2% | 18,183 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.6% | 18,183 | $1.6M |
| GoalVest Advisory LLC | 0.45% | Add +5.6% | 18,024 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -21.9% | 17,611 | $1.5M |
| Columbus Macro, LLC | 0.55% | Reduce -3.1% | 17,484 | $1.5M |
| Greenwood Capital Associates LLC | 0.19% | Add +2.5% | 17,359 | $1.5M |
| Weiss Asset Management LP | 0.05% | New | 17,171 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -60.5% | 17,161 | $1.5M |
| Cornercap Investment Counsel Inc. | 0.44% | Reduce -35.5% | 17,137 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.3% | 17,069 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -48.0% | 16,473 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.8% | 16,334 | $1.4M |
| Empowered Funds, LLC | 0.02% | Add +358.6% | 16,328 | $1.4M |
| Montag A & Associates Inc. | 0.07% | No change | 16,192 | $1.4M |
| Crestline Management, L.P. | 0.08% | New | 16,135 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -2.6% | 15,799 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.9% | 15,257 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -8.7% | 14,843 | $1.3M |
| Seven Eight Capital, LP | 0.11% | Add +51.2% | 14,657 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 14,384 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 14,108 | $1.2M |
| Foster Group, Inc. | 0.04% | Add +10.5% | 13,945 | $1.2M |
| Mizuho Securities USA LLC | 0.03% | Reduce -16.9% | 13,816 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 13,584 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +5.5% | 13,433 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | Add +5.3% | 13,332 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 13,371 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -27.8% | 13,328 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.6% | 13,317 | $1.1M |
| FORA Capital, LLC | 0.13% | New | 13,242 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -30.2% | 12,647 | $1.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +31.9% | 12,463 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 12,451 | $1.1M |
| Cwm, LLC | 0.00% | Add +10.0% | 12,410 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -24.3% | 12,394 | $1.1M |
| Proquility Private Wealth Partners, LLC | 0.34% | Add +6.3% | 12,277 | $1.1M |
| Glenmede Trust Co. NA | 0.00% | Add +2.5% | 12,004 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.6% | 12,000 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -5.0% | 11,783 | $1.0M |
| Brevan Howard Capital Management LP | 0.05% | Reduce -54.4% | 11,465 | $985K |
| Metis Global Partners, LLC | 0.03% | Add +5.0% | 11,230 | $965K |
| M&G PLC | 0.01% | Reduce -7.4% | 11,148 | $959K |
| South Dakota Investment Council | 0.02% | No change | 11,114 | $955K |
| Hartford Funds Management Co LLC | 0.09% | Reduce -0.9% | 11,080 | $952K |
| BBR Partners, LLC | 0.07% | No change | 11,000 | $945K |
| Park Edge Advisors, LLC | 0.27% | No change | 10,891 | $936K |
| Ascent Group, LLC | 0.07% | Reduce -7.3% | 10,838 | $931K |
| Modern Wealth Management, LLC | 0.06% | Reduce -1.6% | 10,831 | $930K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.5% | 10,793 | $927K |
| West Bancorporation Inc. | 0.61% | No change | 10,610 | $911K |
| LSV Asset Management | 0.00% | No change | 10,600 | $911K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -4.5% | 10,554 | $907K |
| PSI Advisors, LLC | 0.26% | No change | 10,284 | $883K |
| Truist Financial Corp. | 0.00% | Reduce -5.5% | 10,225 | $878K |
| Headlands Technologies LLC | 0.10% | New | 10,012 | $860K |
| EP Wealth Advisors, LLC | 0.01% | New | 9,982 | $857K |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -2.0% | 9,879 | $849K |
| Sunbelt Securities, Inc. | 0.08% | No change | 9,877 | $848K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.5% | 9,864 | $847K |
| Pinion Investment Advisors, LLC | 0.35% | Add +11.3% | 9,783 | $840K |
| Versor Investments LP | 0.13% | New | 9,602 | $825K |
| Lecap Asset Management Ltd. | 0.18% | Reduce -58.5% | 9,536 | $819K |
| Adams Wealth Management | 0.18% | Reduce -0.7% | 9,526 | $818K |
| CacheTech Inc. | 0.18% | Reduce -0.7% | 9,526 | $818K |
| Morningstar Investment Services LLC | 0.01% | New | 9,505 | $818K |
| Obermeyer Wealth Partners | 0.04% | No change | 9,511 | $817K |
| Basepoint Wealth LLC | 0.60% | Reduce -1.0% | 9,413 | $809K |
| City State Bank | 0.29% | Add +9.8% | 9,402 | $808K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 9,361 | $804K |
| Holderness Investments Co. | 0.18% | Reduce -5.0% | 9,360 | $804K |
| Ieq Capital, LLC | 0.01% | Add +49.2% | 9,360 | $804K |
| Fifth Third Bancorp | 0.00% | Add +11.2% | 9,247 | $794K |
| HighPoint Advisor Group LLC | 0.05% | Add +7.8% | 9,575 | $787K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -14.8% | 9,147 | $786K |
| Argonautica Private Wealth Management, Inc. | 0.26% | Add +0.5% | 9,110 | $783K |
| Elevated Capital Advisors, LLC | 0.21% | Reduce -1.8% | 9,016 | $774K |
| Frank, Rimerman Advisors LLC | 0.05% | New | 8,951 | $769K |
| LGT Group Foundation | 0.01% | No change | 9,000 | $766K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -13.6% | 8,900 | $765K |
| Norinchukin Bank, The | 0.02% | Add +15.7% | 8,896 | $764K |
| Pinnacle Associates Ltd. | 0.01% | Add +11.4% | 9,659 | $760K |
| Sterling Capital Management LLC | 0.01% | — | 8,754 | $752K |
| Parallax Volatility Advisers, L.P. | 0.02% | New | 8,616 | $740K |
| NEOS Investment Management LLC | 0.02% | Add +23.4% | 8,560 | $735K |
| Rockland Trust Co. | 0.04% | Reduce -3.2% | 8,498 | $730K |
| Park Avenue Securities LLC | 0.01% | Reduce -8.3% | 8,453 | $726K |
| IFP Advisors, Inc | 0.03% | Reduce -19.0% | 8,448 | $726K |
| Jane Street Group, LLC | 0.00% | Reduce -96.4% | 8,372 | $719K |
| Lion Street Advisors, LLC | 0.25% | Reduce -0.3% | 8,363 | $718K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 8,283 | $712K |
| Plimoth Trust Co. LLC | 0.17% | Reduce -0.7% | 8,003 | $687K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 8,000 | $687K |
| Empirical Finance, LLC | 0.04% | Add +1.8% | 7,875 | $676K |
| Conning Inc. | 0.02% | Add +3.6% | 7,815 | $671K |
| Wolff Financial Management LLC | 0.18% | No change | 7,815 | $671K |
| Equitable Holdings, Inc. | 0.01% | Add +34.0% | 7,787 | $669K |
| Investment Management Corp of Ontario | 0.01% | Add +47.9% | 7,720 | $663K |
| Impact Partnership Wealth, LLC | 0.15% | Add +25.6% | 7,720 | $663K |
| Martin Capital Partners, LLC | 0.33% | Reduce -27.8% | 7,715 | $663K |
| V-Square Quantitative Management LLC | 0.10% | Add +13.8% | 7,692 | $661K |
| Vivid Wealth Management, LLC | 0.34% | Add +1.4% | 7,635 | $656K |
| Numerai GP LLC | 0.17% | New | 7,579 | $651K |
| Vinva Investment Management Ltd | 0.03% | Reduce -4.6% | 7,554 | $650K |
| Prosperity Consulting Group, LLC | 0.05% | New | 7,545 | $648K |
| IHT Wealth Management, LLC | 0.02% | New | 7,511 | $643K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -90.8% | 7,477 | $642K |
| Allworth Financial LP | 0.00% | Reduce -8.5% | 7,469 | $642K |
| RIA Advisory Group LLC | 0.23% | — | 7,421 | $638K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -14.9% | 7,419 | $637K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.2% | 7,360 | $632K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -0.9% | 7,320 | $629K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.0% | 7,232 | $621K |
| Carret Asset Management, LLC | 0.07% | No change | 7,156 | $615K |
| Mokosak Advisory Group, LLC | 0.18% | Reduce -1.8% | 7,020 | $603K |
| Palisade Asset Management, LLC | 0.06% | Add +2.1% | 6,946 | $597K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 6,929 | $595K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -4.0% | 6,918 | $594K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +13.1% | 6,910 | $594K |
| Quantbot Technologies LP | 0.02% | Reduce -77.7% | 6,852 | $589K |
| Sompo Asset Management Co., Ltd. | 0.09% | Add +5.6% | 6,820 | $586K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -4.6% | 6,743 | $584K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.6% | 6,753 | $580K |
| Greenleaf Trust | 0.01% | Reduce -1.9% | 6,684 | $574K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,647 | $571K |
| Townsquare Capital LLC | 0.01% | Reduce -14.7% | 6,639 | $570K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,601 | $567K |
| Pinebridge Investments, L.P. | 0.00% | Add +69.7% | 6,597 | $567K |
| Iowa State Bank | 0.12% | Reduce -2.1% | 6,592 | $566K |
| Farther Finance Advisors, LLC | 0.02% | Add +4.1% | 6,584 | $566K |
| Romano Brothers and Company | 0.07% | No change | 6,485 | $557K |
| First Trust Direct Indexing L.P. | 0.03% | Add +2.5% | 6,479 | $557K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 6,445 | $554K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 6,425 | $552K |
| Guggenheim Capital LLC | 0.00% | Reduce -34.6% | 6,423 | $552K |
| Vident Advisory, LLC | 0.01% | Reduce -7.7% | 6,406 | $550K |
| Regions Financial Corp. | 0.00% | Add +1.8% | 6,365 | $547K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.3% | 6,358 | $546K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -9.3% | 6,308 | $542K |
| Hilltop National Bank | 0.16% | No change | 6,299 | $541K |
| Deerfield Management Company, L.P. | 0.01% | New | 6,268 | $538K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 6,258 | $538K |
| UMB Bank, n.a. | 0.01% | Reduce -27.3% | 6,240 | $536K |
| Jacobi Capital Management LLC | 0.04% | Add +17.7% | 6,185 | $531K |
| Hilltop Holdings Inc. | 0.03% | Add +0.1% | 6,126 | $526K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +40.9% | 6,043 | $519K |
| Plato Investment Management Ltd | 0.04% | No change | 5,993 | $514K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -18.7% | 5,960 | $512K |
| Coldstream Capital Management Inc. | 0.01% | Add +6.4% | 5,956 | $512K |
| Merit Financial Group, LLC | 0.01% | Reduce -10.9% | 5,913 | $508K |
| FIL Ltd | 0.00% | New | 5,873 | $504K |
| Axq Capital, LP | 0.15% | New | 5,816 | $500K |
| Gentry Private Wealth, LLC | 0.40% | Reduce -1.2% | 5,743 | $493K |
| Syon Capital LLC | 0.04% | Add +0.6% | 5,708 | $490K |
| Marquette Asset Management, LLC | 0.08% | No change | 5,702 | $490K |
| Lido Advisors, LLC | 0.00% | Add +1.0% | 5,598 | $481K |
| Premier Path Wealth Partners, LLC | 0.08% | Reduce -11.2% | 5,584 | $480K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -1.6% | 5,484 | $471K |
| Fox Run Management, L.L.C. | 0.10% | Reduce -32.2% | 5,449 | $468K |
| Waldron Private Wealth LLC | 0.02% | Reduce -0.3% | 5,354 | $460K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 5,337 | $458K |
| Twin Capital Management Inc. | 0.05% | Reduce -2.3% | 5,324 | $457K |
| CWA Asset Management Group, LLC | 0.02% | — | 5,283 | $454K |
| Caprock Group, LLC | 0.02% | Reduce -16.0% | 5,228 | $449K |
| Benin Management CORP | 0.13% | No change | 5,200 | $447K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.7% | 5,139 | $441K |
| Heartland Bank & Trust Co | 0.24% | Reduce -6.6% | 5,132 | $441K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +2.9% | 5,091 | $437K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.5% | 4,940 | $424K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.7% | 4,803 | $413K |
| Csenge Advisory Group | 0.02% | Reduce -9.3% | 4,563 | $407K |
| MML Investors Services, LLC | 0.00% | Add +1.7% | 4,737 | $407K |
| Beacon Financial Group | 0.04% | Reduce -6.4% | 4,701 | $404K |
| Vestcor Inc | 0.01% | No change | 4,663 | $401K |
| Walleye Capital LLC | 0.00% | Reduce -87.8% | 4,650 | $399K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.0% | 4,598 | $395K |
| Quantitative Investment Management, LLC | 0.04% | New | 4,594 | $394K |
| My Legacy Advisors, LLC | 0.15% | Reduce -16.5% | 4,541 | $390K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +22.6% | 4,530 | $389K |
| Praxis Investment Management Inc. | 0.02% | Reduce -67.3% | 4,520 | $388K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -18.8% | 4,485 | $385K |
| Belpointe Asset Management LLC | 0.02% | Add +33.6% | 4,452 | $382K |
| NorthRock Partners, LLC | 0.01% | Reduce -11.2% | 4,451 | $382K |
| Benjamin Edwards Inc. | 0.01% | New | 4,447 | $382K |
| Jones Financial Companies LLLP | 0.00% | Add +138.9% | 4,430 | $381K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 4,431 | $380K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.0% | 4,290 | $368K |
| Howard Capital Management, LLC | 0.01% | New | 4,266 | $366K |
| GAMMA Investing LLC | 0.04% | Add +18.7% | 4,240 | $364K |
| Erste Asset Management GmbH | 0.00% | Reduce -14.3% | 4,200 | $362K |
| Nilsine Partners, LLC | 0.05% | Add +5.9% | 4,207 | $361K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +434.8% | 4,182 | $359K |
| &partners | 0.01% | New | 4,171 | $359K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,155 | $357K |
| Sonora Investment Management Group, LLC | 0.03% | Add +15.1% | 4,142 | $356K |
| Prudential PLC | 0.00% | No change | 4,081 | $351K |
| Blueshift Asset Management, LLC | 0.09% | Reduce -59.7% | 4,059 | $349K |
| Blair William & Co. | 0.00% | Reduce -20.1% | 4,008 | $344K |
| Jackson, Grant Investment Advisers, Inc. | 0.13% | Add +30.1% | 3,995 | $343K |
| Burney Co./ | 0.01% | Reduce -1.9% | 3,964 | $341K |
| Dark Forest Capital Management LP | 0.04% | New | 3,934 | $338K |
| MBB Public Markets I LLC | 0.03% | Reduce -75.4% | 3,870 | $332K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.1% | 3,856 | $331K |
| Independent Advisor Alliance | 0.01% | Reduce -57.5% | 3,831 | $329K |
| HB Wealth Management, LLC | 0.00% | Add +25.7% | 3,827 | $329K |
| Robinson Smith Wealth Advisors LLC | 0.28% | Reduce -0.1% | 3,821 | $328K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -6.2% | 3,795 | $326K |
| 9258 Wealth Management, LLC | 0.05% | No change | 3,765 | $323K |
| Glaxis Capital Management, LLC | 1.26% | Add +0.8% | 3,764 | $323K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -27.2% | 3,743 | $322K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.5% | 3,708 | $319K |
| Lake Street Advisors Group, LLC | 0.01% | Add +2.8% | 3,707 | $318K |
| Sageworth Trust Co of South Dakota | 0.41% | No change | 3,697 | $318K |
| Seeds Investor LLC | 0.12% | Reduce -7.4% | 3,682 | $316K |
| DoubleLine ETF Adviser LP | 0.08% | Reduce -8.3% | 3,635 | $312K |
| Qsemble Capital Management, LP | 0.06% | Reduce -43.1% | 3,620 | $311K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -6.0% | 3,602 | $309K |
| Iron Horse Wealth Management, LLC | 0.11% | No change | 3,599 | $309K |
| Renaissance Group LLC | 0.01% | No change | 3,581 | $308K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -18.9% | 3,572 | $307K |
| Regal Investment Advisors LLC | 0.02% | Add +0.1% | 3,537 | $304K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.1% | 3,520 | $302K |
| Profund Advisors LLC | 0.01% | Add +12.1% | 3,516 | $302K |
| GTS Securities LLC | 0.01% | Reduce -6.0% | 3,497 | $300K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +6.6% | 3,490 | $300K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -86.1% | 3,490 | $300K |
| Centennial Wealth Advisory LLC | 0.12% | Add +6.6% | 3,441 | $296K |
| Entropy Technologies, LP | 0.03% | Reduce -48.7% | 3,425 | $294K |
| Oldfather Financial Services, LLC | 0.11% | Add +0.2% | 3,421 | $294K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -6.4% | 3,401 | $292K |
| NorthCoast Asset Management LLC | 0.00% | New | 7,210 | $292K |
| Paragon Capital Management Ltd | 0.06% | Add +0.8% | 3,360 | $289K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 3,332 | $286K |
| Brooklyn Investment Group | 0.09% | Add +7.7% | 3,305 | $284K |
| Synovus Financial Corp. | 0.00% | New | 3,270 | $281K |
| First Citizens Financial Corp | 0.15% | No change | 3,261 | $280K |
| Mutual Advisors, LLC | 0.01% | New | 3,123 | $280K |
| Keybank National Association | 0.00% | Reduce -7.8% | 3,257 | $280K |
| Chesley Taft & Associates LLC | 0.01% | Add +3.1% | 3,256 | $280K |
| LVW Advisors, LLC | 0.04% | Reduce -2.5% | 3,251 | $279K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.0% | 3,146 | $270K |
| Concord Wealth Partners | 0.04% | Add +822.9% | 3,110 | $267K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.8% | 3,109 | $267K |
| WCM Investment Management, LLC | 0.00% | New | 3,081 | $265K |
| Rothschild Investment LLC | 0.02% | Reduce -3.4% | 3,083 | $265K |
| Raymond James Trust N.A. | 0.01% | Reduce -9.6% | 3,070 | $264K |
| Meeder Advisory Services, Inc. | 0.02% | Add +10.2% | 3,055 | $262K |
| EntryPoint Capital, LLC | 0.15% | Add +37.8% | 3,030 | $260K |
| Resolute Wealth Strategies, LLC | 0.13% | Reduce -32.6% | 3,014 | $259K |
| Brown Brothers Harriman & Co. | 0.00% | Add +7.8% | 3,006 | $258K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.1% | 3,003 | $258K |
| Security National Bank of So Dak | 0.14% | No change | 3,000 | $258K |
| Glassy Mountain Advisors, Inc. | 0.09% | No change | 3,000 | $258K |
| Longfellow Investment Management Co. LLC | 0.06% | Add +0.6% | 2,997 | $257K |
| Checchi Capital Advisers, LLC | 0.02% | Add +5.6% | 2,993 | $257K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2192.3% | 2,980 | $256K |
| Pitcairn Co. | 0.01% | Reduce -4.4% | 2,961 | $254K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 2,908 | $250K |
| Horizon Investments, LLC | 0.01% | Reduce -7.8% | 2,890 | $248K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -6.5% | 2,880 | $247K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.8% | 2,735 | $246K |
| Ellevest, Inc. | 0.01% | Reduce -18.4% | 2,860 | $246K |
| Wedmont Private Capital | 0.01% | Add +3.3% | 2,867 | $246K |
| Brighton Jones LLC | 0.01% | Add +0.8% | 2,846 | $244K |
| Prossimo Advisors, LLC | 0.18% | Add +0.8% | 2,824 | $243K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.8% | 2,812 | $242K |
| International Private Wealth Advisors LLC | 0.35% | Reduce -4.2% | 2,812 | $242K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.6% | 2,800 | $241K |
| Security National Bank | 0.03% | No change | 2,795 | $240K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,794 | $240K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,794 | $240K |
| Park National Corp. | 0.01% | No change | 2,780 | $239K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.3% | 2,765 | $238K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,742 | $236K |
| Brown Advisory Inc. | 0.00% | Reduce -8.7% | 2,734 | $235K |
| Westmount Partners, LLC | 0.07% | No change | 2,687 | $231K |
| SageView Advisory Group, LLC | 0.01% | Reduce -13.4% | 2,687 | $231K |
| Whittier Trust Co. | 0.00% | No change | 2,685 | $231K |
| Trust Asset Management LLC | 0.02% | No change | 2,678 | $230K |
| Kinloch Capital, LLC | 0.11% | Reduce -4.0% | 2,675 | $230K |
| Graypoint LLC | 0.01% | Reduce -1.1% | 2,626 | $226K |
| Dynamic Technology Lab Private Ltd | 0.02% | Reduce -89.7% | 2,610 | $224K |
| Advisory Alpha, LLC | 0.01% | Add +0.0% | 2,587 | $222K |
| Sageworth Trust Co | 0.01% | No change | 2,577 | $221K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.7% | 2,560 | $220K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,555 | $219K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -7.3% | 2,552 | $219K |
| Huntington National Bank | 0.00% | Add +2.4% | 2,549 | $219K |
| Resurgent Financial Advisors LLC | 0.13% | New | 2,532 | $217K |
| Blue Trust, Inc. | 0.00% | Add +76.8% | 2,748 | $216K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 2,504 | $215K |
| NJ State Employees Deferred Compensation Plan | 0.03% | New | 2,500 | $215K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 2,494 | $214K |
| S&co Inc. | 0.01% | New | 2,500 | $214K |
| Cidel Asset Management Inc. | 0.02% | New | 2,480 | $213K |
| Tsfg, LLC | 0.05% | No change | 2,479 | $213K |
| Advisory Services Network, LLC | 0.00% | No change | 2,700 | $212K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,465 | $212K |
| Balefire, LLC | 0.07% | No change | 2,462 | $211K |
| Signaturefd, LLC | 0.00% | Reduce -11.7% | 2,457 | $211K |
| West Financial Advisors, LLC | 0.04% | Add +0.7% | 2,449 | $210K |
| Compound Planning, Inc. | 0.01% | New | 2,437 | $209K |
| Blackhawk Capital Partners, LLC | 0.11% | New | 2,430 | $209K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -8.2% | 2,423 | $208K |
| Hunter Associates Investment Management LLC | 0.03% | New | 2,411 | $207K |
| Graham Capital Management, L.P. | 0.01% | New | 2,383 | $205K |
| Long Run Wealth Advisors, LLC | 0.05% | New | 2,376 | $204K |
| Cigna Investments Inc. | 0.04% | New | 2,379 | $204K |
| 1834 Investment Advisors Co. | 0.02% | New | 2,357 | $202K |
| Mather Group, Llc. | 0.00% | Reduce -1.1% | 2,322 | $199K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,150 | $185K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.5% | 2,142 | $184K |
| Citadel Advisors | 0.00% | Reduce -91.0% | 2,035 | $175K |
| Continuum Advisory, LLC | 0.02% | Reduce -5.2% | 2,003 | $173K |
| Assetmark, Inc. | 0.00% | Reduce -8.6% | 1,997 | $172K |
| Smartleaf Asset Management LLC | 0.02% | Add +69.9% | 1,825 | $157K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -3.6% | 1,818 | $156K |
| Geneos Wealth Management Inc. | 0.01% | Add +101.1% | 1,796 | $154K |
| Bokf, NA | 0.00% | Add +5.9% | 1,799 | $152K |
| Catalyst Capital Advisors LLC | 0.00% | New | 1,757 | $151K |
| Silvant Capital Management LLC | 0.01% | No change | 1,747 | $150K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.1% | 1,700 | $146K |
| Capital Analysts, LLC | 0.01% | Add +14.7% | 1,658 | $142K |
| CENTRAL TRUST Co | 0.00% | Reduce -50.3% | 1,579 | $136K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.2% | 1,576 | $135K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.9% | 1,563 | $134K |
| Global Retirement Partners, LLC | 0.00% | Add +10.1% | 1,542 | $132K |
| International Assets Investment Management, LLC | 0.01% | Reduce -22.1% | 1,539 | $132K |
| JNBA Financial Advisors | 0.01% | No change | 1,532 | $132K |
| Nemes Rush Group LLC | 0.02% | No change | 1,504 | $130K |
| Catalyst Funds Management Pty Ltd | 0.03% | Reduce -67.4% | 1,500 | $129K |
| Hills Bank & Trust Co | 0.01% | No change | 1,402 | $120K |
| Principal Securities, Inc. | 0.00% | Reduce -34.8% | 1,369 | $118K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,364 | $117K |
| Manchester Capital Management LLC | 0.01% | Add +2.8% | 1,352 | $116K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,326 | $114K |
| Richardson Financial Services Inc. | 0.07% | No change | 1,430 | $112K |
| Quent Capital, LLC | 0.01% | Add +0.1% | 1,282 | $110K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +20.8% | 1,253 | $108K |
| Venturi Wealth Management, LLC | 0.01% | Add +24.0% | 1,226 | $105K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -1.8% | 1,226 | $105K |
| Clarity Asset Management, Inc. | 0.07% | Add +0.3% | 1,220 | $105K |
| CoreCap Advisors, LLC | 0.00% | Add +5.7% | 1,165 | $100K |
| Olistico Wealth, LLC | 0.06% | Add +0.8% | 1,106 | $95K |
| Deseret Mutual Benefit Administrators | 0.05% | Reduce -0.7% | 1,078 | $93K |
| Abich Financial Wealth Management LLC | 0.21% | Reduce -27.3% | 1,064 | $91K |
| AdvisorNet Financial, Inc | 0.01% | Add +17.7% | 1,063 | $91K |
| Avior Wealth Management, LLC | 0.00% | Add +11.7% | 1,052 | $90K |
| Johnson Financial Group, Inc. | 0.00% | Add +29.7% | 1,043 | $90K |
| Westpac Banking Corp. | 0.01% | No change | 1,029 | $88K |
| Bfsg, LLC | 0.01% | Add +1.6% | 1,019 | $88K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,010 | $87K |
| Pingora Partners LLC | 0.06% | No change | 1,000 | $86K |
| CVA Family Office, LLC | 0.01% | Add +6.5% | 992 | $85K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $85K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 951 | $82K |
| GeoWealth Management, LLC | 0.00% | Reduce -46.1% | 929 | $80K |
| TCTC Holdings, LLC | 0.00% | Reduce -36.6% | 875 | $75K |
| TFC Financial Management, Inc. | 0.01% | Reduce -1.2% | 840 | $72K |
| First Community Trust NA | 0.06% | No change | 817 | $70K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +419.2% | 810 | $69K |
| ORG Partners LLC | 0.01% | Add +0.4% | 790 | $68K |
| Stephens Consulting, LLC | 0.02% | No change | 725 | $62K |
| City Holding Co. | 0.01% | No change | 708 | $61K |
| RE Dickinson Investment Advisors, LLC | 0.03% | Add +0.9% | 703 | $60K |
| Godsey & Gibb, Inc. | 0.01% | No change | 700 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.9% | 689 | $59K |
| Arax Advisory Partners | 0.01% | Add +4.3% | 686 | $59K |
| Larson Financial Group LLC | 0.00% | Add +132.8% | 675 | $58K |
| Pinnacle Financial Partners Inc | 0.00% | New | 664 | $57K |
| First Command Advisory Services, Inc. | 0.00% | No change | 628 | $54K |
| MCF Advisors LLC | 0.00% | No change | 613 | $53K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 609 | $52K |
| Flaharty Asset Management, LLC | 0.01% | New | 609 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 583 | $50K |
| Earned Wealth Advisors, LLC | 0.02% | New | 582 | $50K |
| Sit Investment Associates Inc. | 0.00% | No change | 575 | $49K |
| Legacy Bridge, LLC | 0.03% | Reduce -62.5% | 570 | $49K |
| Clean Yield Group | 0.02% | No change | 559 | $48K |
| Hexagon Capital Partners LLC | 0.01% | Add +5.7% | 554 | $48K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -14.7% | 551 | $47K |
| WFA Asset Management Corp | 0.03% | Reduce -20.4% | 548 | $47K |
| Stilwell Value LLC | 0.04% | No change | 547 | $47K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 528 | $45K |
| Fourpath Capital Management, LLC | 0.01% | New | 523 | $45K |
| Clearstead Advisors, LLC | 0.00% | No change | 523 | $45K |
| Anchor Investment Management, LLC | 0.00% | No change | 514 | $44K |
| Global Financial Private Client, LLC | 0.02% | No change | 500 | $43K |
| Truvestments Capital LLC | 0.01% | New | 500 | $43K |
| Cromwell Holdings LLC | 0.03% | No change | 490 | $42K |
| PrairieView Partners, LLC | 0.00% | No change | 499 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.6% | 465 | $40K |
| Fortis Group Advisors, LLC | 0.01% | No change | 458 | $39K |
| Hemington Wealth Management | 0.01% | New | 480 | $39K |
| Asset Dedication, LLC | 0.00% | Reduce -6.0% | 453 | $39K |
| Paladin Advisory Group, LLC | 0.03% | No change | 449 | $39K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -24.3% | 448 | $38K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 444 | $38K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -1.6% | 442 | $38K |
| WR Wealth Planners, LLC | 0.01% | Reduce -32.8% | 432 | $37K |
| St Germain D J Co. Inc. | 0.00% | Reduce -12.7% | 427 | $37K |
| Miller Wealth Advisors, LLC | 0.02% | No change | 396 | $36K |
| NFSG Corp | 0.01% | No change | 418 | $36K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 416 | $36K |
| Riverview Trust Co | 0.03% | No change | 396 | $34K |
| Spire Wealth Management | 0.00% | Add +2.4% | 390 | $34K |
| Peterson Financial Group, Inc. | 0.13% | New | 385 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Add +12.6% | 384 | $33K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -7.7% | 383 | $33K |
| Motco | 0.00% | Reduce -23.5% | 378 | $32K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 372 | $32K |
| Planning Capital Management Corp | 0.02% | Reduce -7.8% | 365 | $31K |
| Toth Financial Advisory Corp. | 0.00% | No change | 365 | $31K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 364 | $31K |
| TD Private Client Wealth LLC | 0.00% | Add +0.6% | 358 | $31K |
| TD Capital Management LLC | 0.00% | New | 347 | $30K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.5% | 327 | $28K |
| Versant Capital Management, Inc | 0.01% | Add +26.5% | 325 | $28K |
| Providence Capital Advisors, LLC | 0.01% | No change | 320 | $27K |
| Beacon Capital Management, LLC | 0.00% | Add +46.1% | 317 | $27K |
| Financial Perspectives, Inc | 0.01% | No change | 314 | $27K |
| HighMark Wealth Management LLC | 0.01% | No change | 310 | $27K |
| Fortitude Family Office, LLC | 0.01% | No change | 304 | $26K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $26K |
| Private Trust Co. NA | 0.00% | Add +19.6% | 299 | $26K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 296 | $25K |
| First Pacific Financial | 0.01% | No change | 295 | $25K |
| Halpern Financial, Inc. | 0.01% | No change | 296 | $25K |
| Pflug Koory, LLC | 0.00% | — | 285 | $24K |
| North Star Investment Management Corp. | 0.00% | No change | 277 | $24K |
| Hoertkorn Richard Charles | 0.01% | No change | 272 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 264 | $23K |
| Colonial Trust Co / SC | 0.00% | Add +3.5% | 237 | $20K |
| Caldwell Trust Co | 0.00% | No change | 235 | $20K |
| Creative Financial Designs Inc. | 0.00% | Add +56.2% | 228 | $20K |
| MRP Capital Investments, LLC | 0.02% | New | 225 | $19K |
| Lindbrook Capital, LLC | 0.00% | Reduce -30.5% | 223 | $19K |
| Covestor Ltd | 0.01% | Add +3.3% | 221 | $19K |
| Valley National Advisers Inc. | 0.00% | Reduce -70.7% | 230 | $19K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 221 | $19K |
| Key Financial Inc | 0.00% | No change | 219 | $19K |
| SRH Advisors, LLC | 0.01% | No change | 211 | $18K |
| DT Investment Partners, LLC | 0.00% | New | 210 | $18K |
| MV Capital Management, Inc. | 0.00% | Reduce -3.7% | 207 | $18K |
| Union Savings Bank | 0.01% | No change | 195 | $17K |
| New Age Alpha Advisors, LLC | 0.01% | New | 192 | $16K |
| Uncommon Cents Investing LLC | 0.00% | New | 191 | $16K |
| Alpine Bank Wealth Management | 0.00% | — | 189 | $16K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 189 | $16K |
| Legacy Investment Solutions, LLC | 0.01% | — | 185 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | — | 185 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 190 | $16K |
| Smithfield Trust Co | 0.00% | No change | 190 | $16K |
| SJS Investment Consulting Inc. | 0.00% | Add +444.1% | 185 | $16K |
| Laurel Wealth Advisors LLC | 0.00% | New | 180 | $15K |
| Investors Research Corp | 0.00% | No change | 173 | $15K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 172 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 165 | $14K |
| Private Wealth Management Group, LLC | 0.01% | No change | 161 | $14K |
| Trust Co. of Vermont | 0.00% | New | 157 | $13K |
| CoreFirst Bank & Trust | 0.01% | New | 150 | $13K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -9.6% | 142 | $12K |
| New Millennium Group LLC | 0.01% | No change | 136 | $12K |
| Burkett Financial Services, LLC | 0.00% | New | 133 | $11K |
| Meeder Asset Management Inc. | 0.00% | New | 132 | $11K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 131 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | Add +6.6% | 130 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -25.3% | 130 | $11K |
| GW&K Investment Management, LLC | 0.00% | Reduce -6.6% | 127 | $11K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Reduce -44.4% | 125 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 123 | $11K |
| Painted Porch Advisors LLC | 0.01% | No change | 119 | $10K |
| Mendota Financial Group, LLC | 0.00% | No change | 118 | $10K |
| Sachetta, LLC | 0.00% | Reduce -5.7% | 115 | $10K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 111 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.6% | 113 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 112 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 109 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 103 | $9K |
| Bray Capital Advisors | 0.00% | No change | 101 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 100 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -14.5% | 100 | $9K |
| Atwood & Palmer Inc. | 0.00% | No change | 100 | $9K |
| Tucker Asset Management LLC | 0.00% | Reduce -16.5% | 91 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 90 | $8K |
| Talon Private Wealth, LLC | 0.00% | — | 85 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 76 | $7K |
| Westend Capital Management, LLC | 0.00% | No change | 80 | $7K |
| Eagle Bay Advisors LLC | 0.00% | No change | 78 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 71 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 78 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 66 | $6K |
| Globeflex Capital L P | 0.00% | No change | 63 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 61 | $5K |
| Heritage Wealth Advisors | 0.00% | New | 59 | $5K |
| SouthState Bank Corp | 0.00% | No change | 57 | $5K |
| Peoples Bank | 0.00% | Reduce -54.5% | 50 | $4K |
| Davis Capital Management | 0.00% | No change | 46 | $4K |
| Grove Bank & Trust | 0.00% | New | 45 | $4K |
| Archer Investment Corp | 0.00% | No change | 44 | $4K |
| HM Payson & Co. | 0.00% | New | 42 | $4K |
| Abound Wealth Management | 0.00% | No change | 41 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 35 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 34 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -14.7% | 29 | $2K |
| LRI Investments, LLC | 0.00% | No change | 26 | $2K |
| Lazard Asset Management LLC | 0.00% | Reduce -20.0% | 28 | $2K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 23 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +5.0% | 21 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 20 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 19 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 17 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Horizon Financial Services, LLC | 0.00% | No change | 14 | $1K |
| Avion Wealth | 0.00% | No change | 14 | $1K |
| Penserra Capital Management LLC | 0.00% | Add +16.7% | 21 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -65.2% | 8 | $688 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 8 | $688 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $687 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 5 | $430 |
| Chesapeake Asset Management LLC | 0.00% | New | 5 | $429 |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -50.0% | 4 | $344 |
| WestEnd Advisors, LLC | 0.00% | Add +100.0% | 2 | $172 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $96 |
| Y.D. More Investments Ltd | 0.00% | Add +5.1% | 123 | $28 |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.