Principal Financial GroupPFG
13F holders, Q4 2024 (December 31)785holders
44new positions
77sold out
6famous investors
$77.42avg. 13F price*
At the end of Q4 2024, 785 institutions reported holding Principal Financial Group (PFG) in their 13F filings, unchanged from Q3 2024. 44 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.5B) and Nippon Life Insurance Co. ($1.4B). 6 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $72.3M |
| Exits | 77 | $87.2M |
All 13F filers, Q3 2024 → Q4 2024: 7,355,360 shares bought and 8,234,804 shares sold, net −879,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.3% | 27,430,527 | $2.1B |
| BlackRock, Inc. | 0.03% | Reduce -0.2% | 19,856,054 | $1.5B |
| Nippon Life Insurance Co. | 23.74% | No change | 18,137,000 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -11.9% | 9,802,354 | $758.8M |
| State Street Corp. | 0.03% | Add +1.3% | 9,669,088 | $748.5M |
| Geode Capital Management, LLC | 0.03% | Add +1.0% | 5,466,587 | $422.1M |
| Capital Research Global Investors | 0.08% | Add +0.2% | 4,967,857 | $384.6M |
| Wellington Management Group LLP | 0.06% | Reduce -4.1% | 4,191,838 | $324.5M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.6% | 3,913,064 | $302.9M |
| Northern Trust Corp. | 0.04% | Add +9.8% | 3,662,918 | $283.5M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,911,596 | $225.4M |
| Norges Bank | 0.03% | Reduce -14.6% | 2,803,530 | $217.0M |
| Invesco Ltd. | 0.04% | Reduce -16.2% | 2,753,987 | $213.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.6% | 1,979,558 | $153.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +12.6% | 1,877,246 | $145.3M |
| Legal & General Group Plc | 0.03% | Reduce -6.4% | 1,627,120 | $126.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -18.7% | 1,528,038 | $118.3M |
| UBS Group AG | 0.03% | Add +54.0% | 1,489,373 | $115.3M |
| Deutsche Bank AG | 0.04% | Add +73.5% | 1,482,053 | $114.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.2% | 1,448,507 | $112.1M |
| HSBC Holdings PLC | 0.07% | Reduce -1.2% | 1,436,859 | $111.2M |
| Amundi | 0.04% | Add +24.1% | 1,359,779 | $106.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -29.6% | 1,220,135 | $94.5M |
| Royal Bank of Canada | 0.02% | Add +8.7% | 1,062,128 | $82.2M |
| Voloridge Investment Management, LLC | 0.24% | Add +2.0% | 879,704 | $68.1M |
| Mairs & Power Inc. | 0.62% | Reduce -5.3% | 823,478 | $63.7M |
| Qube Research & Technologies Ltd | 0.09% | Add +1046.9% | 712,023 | $55.1M |
| AustralianSuper Pty Ltd | 0.24% | Add +23.2% | 665,410 | $51.5M |
| Swiss National Bank | 0.03% | Reduce -6.0% | 654,200 | $50.6M |
| Swiss Life Asset Management Ltd | 0.33% | Add +231.1% | 583,149 | $45.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.4% | 553,555 | $42.9M |
| Barclays PLC | 0.02% | Reduce -32.9% | 541,102 | $41.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.9% | 513,166 | $39.7M |
| Verition Fund Management LLC | 0.19% | Add +112.6% | 482,215 | $37.3M |
| FMR LLC | 0.00% | Reduce -4.6% | 479,980 | $37.2M |
| BNP Paribas Financial Markets | 0.03% | Add +27.6% | 469,424 | $36.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.9% | 457,142 | $35.4M |
| Rhumbline Advisers | 0.03% | Reduce -5.5% | 438,647 | $34.0M |
| Citadel Advisors | 0.03% | Add +20132.5% | 411,731 | $31.9M |
| Victory Capital Management Inc. | 0.03% | Add +2.8% | 410,926 | $31.8M |
| North Star Asset Management Inc. | 1.36% | Add +0.3% | 397,545 | $30.8M |
| California Public Employees Retirement System | 0.02% | Reduce -9.2% | 371,093 | $28.7M |
| Trust Point Inc. | 1.99% | Reduce -12.0% | 370,044 | $28.6M |
| Woodline Partners LP | 0.19% | New | 367,504 | $28.4M |
| California State Teachers Retirement System | 0.03% | Reduce -0.7% | 365,440 | $28.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.3% | 353,846 | $27.6M |
| National Pension Service | 0.03% | Reduce -7.2% | 350,543 | $27.1M |
| Millennium Management | 0.02% | Reduce -44.7% | 337,038 | $26.1M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -19.2% | 304,197 | $23.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 302,579 | $23.4M |
| KBC Group NV | 0.06% | Add +398.4% | 291,379 | $22.6M |
| Bridgewater Associates | 0.09% | Add +37.9% | 253,752 | $19.6M |
| Bank of Montreal | 0.01% | Reduce -49.7% | 253,404 | $19.6M |
| Korea Investment CORP | 0.05% | Reduce -3.1% | 250,366 | $19.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -3.7% | 245,316 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.2% | 239,775 | $18.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +211.9% | 237,791 | $18.4M |
| Sound Income Strategies, LLC | 1.09% | Add +8.8% | 228,677 | $17.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 227,090 | $17.6M |
| GW Henssler & Associates Ltd. | 0.99% | Reduce -1.2% | 201,091 | $17.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -9.5% | 218,115 | $16.9M |
| Raymond James Financial Inc. | 0.01% | — | 204,385 | $15.8M |
| Storebrand Asset Management As | 0.05% | Reduce -7.1% | 198,781 | $15.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +87.6% | 197,000 | $15.2M |
| American Century Companies Inc. | 0.01% | Reduce -8.6% | 193,722 | $15.0M |
| Allianz Asset Management GmbH | 0.02% | Add +53.4% | 193,569 | $15.0M |
| Engineers Gate Manager LP | 0.26% | Add +225.3% | 192,327 | $14.9M |
| First Trust Advisors LP | 0.01% | Add +86.5% | 191,092 | $14.8M |
| Wells Fargo & Company | 0.00% | Reduce -29.7% | 182,322 | $14.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.2% | 179,282 | $13.9M |
| Susquehanna International Group, LLP | 0.02% | Add +207.7% | 169,966 | $13.2M |
| Swedbank AB | 0.02% | No change | 162,158 | $12.6M |
| Bank of Nova Scotia | 0.02% | Add +124.1% | 156,826 | $12.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +33.7% | 154,534 | $12.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.6% | 153,682 | $11.9M |
| Citigroup Inc. | 0.01% | Reduce -38.4% | 150,308 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 149,802 | $11.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +4.9% | 149,743 | $11.6M |
| Cambria Investment Management, L.P. | 0.70% | Add +4.0% | 149,657 | $11.6M |
| Quantbot Technologies LP | 0.42% | Add +2064.3% | 148,299 | $11.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +18.5% | 145,275 | $11.2M |
| Natixis | 0.08% | Add +1.9% | 143,391 | $11.1M |
| Man Group plc | 0.03% | Reduce -35.9% | 140,518 | $10.9M |
| Aviva PLC | 0.03% | Add +14.4% | 139,485 | $10.8M |
| Worldquant Millennium Advisors LLC | 0.07% | Reduce -3.0% | 136,540 | $10.6M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -7.2% | 134,700 | $10.4M |
| State of Wisconsin Investment Board | 0.03% | Reduce -22.2% | 133,032 | $10.3M |
| Danske Bank A/S | 0.03% | Add +49.5% | 129,444 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.4% | 128,206 | $9.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.9% | 126,785 | $9.8M |
| Holocene Advisors, LP | 0.03% | Add +15.0% | 124,606 | $9.6M |
| AE Wealth Management LLC | 0.08% | Add +8.4% | 123,573 | $9.6M |
| APG Asset Management N.V. | 0.03% | New | 127,000 | $9.5M |
| Goelzer Investment Management, Inc. | 0.55% | Reduce -2.2% | 121,946 | $9.4M |
| DNB Asset Management AS | 0.04% | Reduce -30.2% | 120,933 | $9.4M |
| National Bank of Canada | 0.01% | Reduce -7.5% | 119,071 | $9.2M |
| AQR Capital Management | 0.01% | Add +431.3% | 118,730 | $9.2M |
| Prudential Financial Inc. | 0.01% | Reduce -11.9% | 116,991 | $9.1M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -11.2% | 116,557 | $9.0M |
| Capital Management Corp. | 1.60% | Add +14.1% | 115,614 | $8.9M |
| Toronto Dominion Bank | 0.02% | Reduce -6.9% | 115,441 | $8.9M |
| Interval Partners, LP | 0.23% | Add +1.2% | 113,995 | $8.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.3% | 110,423 | $8.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 110,082 | $8.5M |
| Asset Management One Co., Ltd. | 0.03% | Add +0.4% | 109,548 | $8.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | Add +4.0% | 107,751 | $8.3M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.41% | New | 107,320 | $8.3M |
| LPL Financial LLC | 0.00% | Add +4.4% | 106,747 | $8.3M |
| Squarepoint Ops LLC | 0.02% | Add +143.3% | 105,964 | $8.2M |
| Prana Capital Management, LP | 0.39% | Add +95.6% | 105,399 | $8.2M |
| AMG National Trust Bank | 0.23% | Reduce -2.9% | 105,583 | $8.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -6.1% | 105,108 | $8.1M |
| CHURCHILL MANAGEMENT Corp | 0.09% | Add +4.8% | 105,009 | $8.1M |
| Two Sigma Investments, LP | 0.02% | Reduce -43.2% | 104,674 | $8.1M |
| Xponance LLC | 0.07% | Add +142.2% | 104,647 | $8.1M |
| NewSquare Capital LLC | 0.65% | Reduce -0.1% | 106,140 | $8.1M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -0.1% | 103,134 | $8.0M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -0.8% | 102,474 | $7.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 101,941 | $7.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.5% | 101,454 | $7.9M |
| AMF Tjanstepension AB | 0.05% | Reduce -67.3% | 95,164 | $7.4M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +1.8% | 92,980 | $7.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +0.1% | 89,821 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.4% | 88,168 | $6.8M |
| Two Sigma Advisers, LP | 0.02% | Add +318.6% | 85,400 | $6.6M |
| Acadian Asset Management LLC | 0.02% | Reduce -70.5% | 82,676 | $6.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 82,393 | $6.4M |
| TD Asset Management Inc | 0.01% | Add +0.8% | 81,722 | $6.3M |
| Arjuna Capital | 1.68% | Reduce -5.0% | 81,532 | $6.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -31.6% | 80,601 | $6.2M |
| KLP Kapitalforvaltning As | 0.03% | — | 79,345 | $6.1M |
| Credit Agricole S A | 0.02% | Add +33.8% | 78,263 | $6.1M |
| Macquarie Group Ltd. | 0.01% | Add +11.8% | 86,161 | $6.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -6.6% | 77,960 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.1% | 77,668 | $6.0M |
| Aberdeen Group plc | 0.01% | Reduce -11.9% | 77,600 | $6.0M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.1% | 77,531 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 75,030 | $5.8M |
| Rafferty Asset Management, LLC | 0.02% | Add +2.8% | 74,246 | $5.7M |
| CI Investments Inc. | 0.02% | Reduce -18.0% | 73,248 | $5.7M |
| Twinbeech Capital LP | 0.10% | New | 72,508 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +3.2% | 72,095 | $5.6M |
| Azimuth Capital Investment Management LLC | 0.22% | Add +4.0% | 72,000 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -18.7% | 71,576 | $5.5M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 71,558 | $5.5M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -5.7% | 70,500 | $5.5M |
| Arizona State Retirement System | 0.03% | Add +0.1% | 67,242 | $5.2M |
| Schroder Investment Management Group | 0.00% | Reduce -27.4% | 66,036 | $5.1M |
| Voya Investment Management LLC | 0.01% | Reduce -8.5% | 62,201 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -4.0% | 61,700 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +635.3% | 61,557 | $4.8M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -9.6% | 61,342 | $4.7M |
| DMKC Advisory Services, LLC | 4.27% | — | 60,749 | $4.7M |
| Forsta Ap-Fonden | 0.03% | Reduce -5.5% | 59,700 | $4.6M |
| Intech Investment Management LLC | 0.04% | Reduce -74.6% | 59,373 | $4.6M |
| Unison Advisors LLC | 0.54% | Add +0.8% | 58,931 | $4.6M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 58,506 | $4.5M |
| Wealthfront Advisers LLC | 0.01% | Add +2.2% | 57,884 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.7% | 57,423 | $4.4M |
| State of Michigan Retirement System | 0.02% | Reduce -1.6% | 57,080 | $4.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -64.5% | 57,064 | $4.4M |
| Dean Investment Associates, LLC | 0.62% | Reduce -2.0% | 56,279 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -0.5% | 56,103 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Add +0.5% | 55,984 | $4.3M |
| Public Sector Pension Investment Board | 0.02% | Add +46.9% | 54,554 | $4.2M |
| ProShare Advisors LLC | 0.01% | Add +7.9% | 50,984 | $3.9M |
| USS Investment Management Ltd | 0.03% | Reduce -22.5% | 50,354 | $3.9M |
| Corebridge Financial, Inc. | 0.02% | Reduce -5.8% | 49,939 | $3.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -8.2% | 49,275 | $3.8M |
| Kintegral Advisory, LLC | 0.36% | Reduce -4.5% | 48,877 | $3.8M |
| Creative Planning | 0.00% | Add +4.2% | 48,379 | $3.7M |
| Comerica Bank | 0.02% | Reduce -19.0% | 48,224 | $3.7M |
| PGGM Investments | 0.05% | No change | 48,179 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1.7% | 50,102 | $3.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +151.3% | 47,411 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -31.4% | 46,082 | $3.6M |
| IFM Investors Pty Ltd | 0.04% | Reduce -9.4% | 45,814 | $3.5M |
| Czech National Bank | 0.03% | Add +5.1% | 45,625 | $3.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.0% | 45,560 | $3.5M |
| Voleon Capital Management LP | 0.26% | — | 45,526 | $3.5M |
| Unigestion Holding SA | 0.20% | No change | 45,524 | $3.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 45,276 | $3.5M |
| HRT Financial LP | 0.02% | Reduce -9.5% | 44,807 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.5% | 44,743 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +13.4% | 44,349 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.5% | 43,726 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.2% | 43,660 | $3.4M |
| Centiva Capital, LP | 0.13% | New | 42,643 | $3.3M |
| Aquatic Capital Management LLC | 0.09% | Add +122.0% | 41,298 | $3.2M |
| Amalgamated Bank | 0.03% | Reduce -4.0% | 41,183 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -0.1% | 38,478 | $3.0M |
| CIBC Asset Management Inc | 0.01% | Add +1.5% | 38,295 | $3.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -44.1% | 38,022 | $2.9M |
| Ethic Inc. | 0.06% | Reduce -19.8% | 37,965 | $2.9M |
| Quantinno Capital Management LP | 0.03% | Reduce -16.3% | 37,843 | $2.9M |
| Utah Retirement Systems | 0.03% | Reduce -0.8% | 37,713 | $2.9M |
| Avantax Planning Partners, Inc. | 0.10% | Add +4.4% | 36,110 | $2.8M |
| Freestone Capital Holdings, LLC | 0.09% | Add +0.9% | 35,356 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -40.9% | 34,300 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Reduce -19.7% | 34,176 | $2.6M |
| Alaska Permanent Fund Corp | 0.04% | No change | 33,843 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 33,279 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.6% | 33,071 | $2.6M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -4.3% | 33,005 | $2.6M |
| Groupe la Francaise | 0.06% | — | 32,566 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.9% | 31,648 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +13.9% | 30,607 | $2.4M |
| Dakota Wealth Management | 0.05% | Reduce -4.1% | 30,270 | $2.3M |
| Cerity Partners LLC | 0.01% | Reduce -2.9% | 29,179 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -25.7% | 29,485 | $2.3M |
| Argent Trust Co | 0.09% | Add +0.6% | 29,345 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.4% | 29,295 | $2.3M |
| AlphaQuest LLC | 0.30% | Add +18.5% | 29,201 | $2.3M |
| Foster & Motley Inc. | 0.15% | Reduce -8.2% | 29,005 | $2.2M |
| FAS Wealth Partners, Inc. | 0.19% | Add +3.0% | 28,898 | $2.2M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -12.7% | 28,828 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.4% | 28,000 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 27,604 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +272.2% | 27,397 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.7% | 25,107 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.6% | 27,041 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -5.0% | 26,970 | $2.1M |
| Ostrum Asset Management | 0.17% | Reduce -2.8% | 25,998 | $2.0M |
| Wedge Capital Management L L P | 0.04% | Add +4.4% | 25,981 | $2.0M |
| Sciencast Management LP | 0.55% | New | 25,919 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 25,842 | $2.0M |
| Columbus Macro, LLC | 0.28% | Add +46.7% | 25,653 | $2.0M |
| Centric Wealth Management | 0.53% | Reduce -1.3% | 25,507 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.9% | 25,209 | $2.0M |
| Entropy Technologies, LP | 0.20% | Add +630.3% | 25,014 | $1.9M |
| Hohimer Wealth Management, LLC | 0.36% | No change | 24,724 | $1.9M |
| Siemens Fonds Invest GmbH | 0.20% | Add +3.0% | 24,752 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.1% | 24,194 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -2.5% | 24,028 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -30.4% | 23,994 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -2.1% | 23,785 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -23.3% | 23,678 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +29.4% | 23,533 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Reduce -4.1% | 23,442 | $1.8M |
| Candriam S.C.A. | 0.01% | Reduce -6.9% | 23,424 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +12.8% | 23,384 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -2.1% | 23,173 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.70% | Add +13.7% | 22,900 | $1.8M |
| Lecap Asset Management Ltd. | 0.47% | Add +135.6% | 22,469 | $1.7M |
| Commerce Bank | 0.01% | Reduce -2.2% | 22,349 | $1.7M |
| BBR Partners, LLC | 0.12% | Add +100.5% | 22,052 | $1.7M |
| Avanza Fonder AB | 0.05% | — | 21,477 | $1.7M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -24.5% | 21,458 | $1.7M |
| MAI Capital Management | 0.01% | Add +17.4% | 20,668 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.1% | 20,224 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -23.4% | 20,048 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Add +2.5% | 20,005 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +21.1% | 19,950 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | Add +44.4% | 19,944 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.5% | 19,921 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.5% | 19,794 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -3.6% | 19,798 | $1.5M |
| Crestline Management, L.P. | 0.05% | Add +21.4% | 19,588 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 19,116 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +3.8% | 18,930 | $1.5M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 18,842 | $1.5M |
| Mediolanum International Funds Ltd | 0.02% | New | 18,628 | $1.4M |
| GoalVest Advisory LLC | 0.39% | Add +1.4% | 18,278 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -46.7% | 18,119 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.3% | 18,124 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.0% | 18,003 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Reduce -9.7% | 17,754 | $1.4M |
| Greenwood Capital Associates LLC | 0.18% | Add +1.3% | 17,578 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1.9% | 17,485 | $1.4M |
| Inceptionr LLC | 0.30% | New | 17,116 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -73.5% | 16,979 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +6.7% | 16,857 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.0% | 16,558 | $1.3M |
| Cornercap Investment Counsel Inc. | 0.41% | Reduce -4.2% | 16,414 | $1.3M |
| Montag A & Associates Inc. | 0.06% | No change | 16,192 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -3.5% | 15,768 | $1.2M |
| Kentucky Retirement Systems | 0.03% | Reduce -1.4% | 14,641 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +3.8% | 14,638 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -4.0% | 14,648 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +8.1% | 14,451 | $1.1M |
| Headlands Technologies LLC | 0.11% | Add +43.8% | 14,398 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -23.6% | 14,371 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 14,370 | $1.1M |
| Virtus Advisers, LLC | 0.43% | New | 13,623 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 13,595 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.8% | 13,505 | $1.0M |
| Sterling Capital Management LLC | 0.01% | Add +54.0% | 13,485 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -0.2% | 13,404 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -1.9% | 13,062 | $1.0M |
| Cwm, LLC | 0.00% | Add +4.7% | 12,993 | $1.0M |
| Foster Group, Inc. | 0.04% | Reduce -10.2% | 12,530 | $970K |
| Glenmede Trust Co. NA | 0.00% | Add +4.3% | 12,523 | $969K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -9.1% | 12,115 | $938K |
| M&T Bank Corp | 0.00% | Reduce -5.2% | 11,799 | $913K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 11,725 | $908K |
| FIL Ltd | 0.00% | Add +99.4% | 11,709 | $906K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +54.4% | 11,455 | $887K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -5.8% | 11,300 | $875K |
| Securian Asset Management, Inc. | 0.03% | Reduce -4.6% | 11,243 | $870K |
| Hartford Funds Management Co LLC | 0.08% | Add +1.4% | 11,241 | $870K |
| Jones Financial Companies LLLP | 0.00% | Add +151.9% | 11,161 | $864K |
| South Dakota Investment Council | 0.02% | No change | 11,114 | $860K |
| M&G PLC | 0.01% | No change | 11,148 | $858K |
| NEOS Investment Management LLC | 0.02% | Add +29.0% | 11,044 | $855K |
| Ascent Group, LLC | 0.06% | Add +0.7% | 10,908 | $844K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +22.5% | 10,900 | $844K |
| Adams Wealth Management | 0.16% | Add +14.3% | 10,884 | $842K |
| CacheTech Inc. | 0.16% | Add +14.3% | 10,884 | $842K |
| Modern Wealth Management, LLC | 0.03% | Add +0.1% | 10,837 | $839K |
| HighPoint Advisor Group LLC | 0.05% | Add +2.1% | 9,778 | $836K |
| West Bancorporation Inc. | 0.54% | No change | 10,610 | $821K |
| EP Wealth Advisors, LLC | 0.01% | Add +5.1% | 10,491 | $812K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.0% | 10,256 | $794K |
| Park Edge Advisors, LLC | 0.23% | Reduce -6.0% | 10,236 | $792K |
| IFP Advisors, Inc | 0.03% | Add +20.5% | 10,177 | $789K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.8% | 10,154 | $786K |
| PSI Advisors, LLC | 0.23% | Reduce -1.9% | 10,084 | $781K |
| Pinion Investment Advisors, LLC | 0.31% | Add +3.0% | 10,080 | $780K |
| ING Groep NV | 0.01% | New | 10,028 | $776K |
| Legacy Financial Group LLC | 0.12% | New | 9,965 | $771K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +19.9% | 9,931 | $769K |
| Cresset Asset Management, LLC | 0.00% | Reduce -70.0% | 9,917 | $768K |
| Sunbelt Securities, Inc. | 0.07% | No change | 9,877 | $763K |
| Truist Financial Corp. | 0.00% | Reduce -4.0% | 9,818 | $760K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.7% | 9,763 | $756K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -1.3% | 9,753 | $755K |
| Norinchukin Bank, The | 0.02% | Add +9.2% | 9,715 | $752K |
| Jump Financial, LLC | 0.02% | Reduce -72.0% | 9,672 | $749K |
| Obermeyer Wealth Partners | 0.04% | No change | 9,511 | $736K |
| Basepoint Wealth LLC | 0.58% | Add +0.7% | 9,476 | $734K |
| Fifth Third Bancorp | 0.00% | Add +2.5% | 9,475 | $733K |
| Holderness Investments Co. | 0.16% | Reduce -0.2% | 9,345 | $723K |
| Argonautica Private Wealth Management, Inc. | 0.23% | Add +1.1% | 9,211 | $713K |
| LMR Partners LLP | 0.02% | New | 8,995 | $696K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -0.4% | 8,977 | $695K |
| City State Bank | 0.24% | Reduce -5.8% | 8,857 | $686K |
| Old Mission Capital LLC | 0.02% | New | 8,808 | $682K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.0% | 8,705 | $674K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -2.9% | 8,689 | $673K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -30.1% | 8,669 | $671K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.4% | 8,657 | $670K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.1% | 8,444 | $654K |
| Capstone Investment Advisors, LLC | 0.01% | Add +121.7% | 8,414 | $651K |
| Lion Street Advisors, LLC | 0.21% | Add +0.0% | 8,364 | $647K |
| Allworth Financial LP | 0.00% | Add +5.3% | 7,866 | $642K |
| Argentarii, LLC | 0.32% | — | 8,280 | $641K |
| V-Square Quantitative Management LLC | 0.09% | Add +6.4% | 8,185 | $634K |
| Petrus Trust Company, LTA | 0.06% | New | 8,177 | $633K |
| Marshall Wace, LLP | 0.00% | New | 8,138 | $630K |
| Assenagon Asset Management S.A. | 0.00% | Add +8.8% | 8,137 | $630K |
| Graham Capital Management, L.P. | 0.03% | Add +240.8% | 8,122 | $629K |
| Oak Thistle LLC | 0.18% | New | 8,026 | $621K |
| Waverly Advisors, LLC | 0.01% | Add +115.6% | 7,993 | $619K |
| Equitable Holdings, Inc. | 0.01% | Add +2.6% | 7,991 | $619K |
| Plimoth Trust Co. LLC | 0.16% | Reduce -1.9% | 7,853 | $608K |
| Wolff Financial Management LLC | 0.17% | No change | 7,815 | $605K |
| Conning Inc. | 0.02% | No change | 7,815 | $605K |
| Vinva Investment Management Ltd | 0.02% | Add +3.4% | 7,812 | $603K |
| Impact Partnership Wealth, LLC | 0.12% | Add +0.8% | 7,784 | $603K |
| Empirical Finance, LLC | 0.03% | Reduce -1.3% | 7,773 | $602K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -78.9% | 7,729 | $598K |
| RIA Advisory Group LLC | 0.20% | Add +2.5% | 7,606 | $589K |
| Vivid Wealth Management, LLC | 0.29% | Reduce -2.6% | 7,436 | $576K |
| Metis Global Partners, LLC | 0.02% | Reduce -34.4% | 7,366 | $570K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -3.1% | 7,311 | $566K |
| Farther Finance Advisors, LLC | 0.02% | Add +9.6% | 7,216 | $559K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.8% | 7,176 | $556K |
| Palisade Asset Management, LLC | 0.06% | Add +3.1% | 7,162 | $554K |
| Blueshift Asset Management, LLC | 0.20% | Add +76.2% | 7,152 | $554K |
| Praxis Investment Management Inc. | 0.04% | Add +57.3% | 7,110 | $550K |
| Merit Financial Group, LLC | 0.01% | Add +19.9% | 7,090 | $549K |
| Mokosak Advisory Group, LLC | 0.16% | Add +0.3% | 7,039 | $545K |
| Carret Asset Management, LLC | 0.06% | Reduce -1.9% | 7,023 | $544K |
| Nomura Holdings Inc. | 0.00% | New | 6,931 | $537K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 6,910 | $535K |
| Gilbert & Cook, Inc. | 0.07% | Reduce -2.1% | 6,775 | $524K |
| &partners | 0.01% | Add +61.5% | 6,738 | $523K |
| Allstate Corp. | 0.02% | New | 6,714 | $520K |
| Guggenheim Capital LLC | 0.00% | Add +4.2% | 6,694 | $518K |
| Vident Advisory, LLC | 0.01% | Add +4.5% | 6,693 | $518K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.1% | 6,681 | $517K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,647 | $515K |
| Scientech Research LLC | 0.15% | New | 6,640 | $514K |
| Denali Advisors LLC | 0.05% | New | 6,637 | $514K |
| Greenleaf Trust | 0.00% | Reduce -0.8% | 6,633 | $513K |
| Iowa State Bank | 0.11% | No change | 6,592 | $510K |
| WCM Investment Management, LLC | 0.00% | Add +112.4% | 6,544 | $505K |
| Romano Brothers and Company | 0.06% | No change | 6,485 | $502K |
| Townsquare Capital LLC | 0.01% | Reduce -2.9% | 6,445 | $499K |
| Forum Financial Management, LP | 0.01% | No change | 6,445 | $499K |
| Syon Capital LLC | 0.04% | Add +12.8% | 6,441 | $499K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 6,426 | $497K |
| Investment Management Corp of Ontario | 0.02% | Reduce -16.8% | 6,420 | $497K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 6,388 | $494K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -5.5% | 6,373 | $493K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.8% | 6,361 | $493K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -13.1% | 6,362 | $492K |
| Hilltop National Bank | 0.15% | No change | 6,299 | $488K |
| Regions Financial Corp. | 0.00% | Reduce -1.6% | 6,261 | $485K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 6,260 | $485K |
| Jacobi Capital Management LLC | 0.04% | Add +1.2% | 6,259 | $485K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.08% | Add +53.7% | 9,695 | $478K |
| Hilltop Holdings Inc. | 0.03% | Add +0.2% | 6,136 | $475K |
| Jain Global LLC | 0.01% | — | 6,117 | $474K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.3% | 6,051 | $468K |
| NewEdge Advisors, LLC | 0.00% | Add +25.9% | 6,048 | $468K |
| Plato Investment Management Ltd | 0.03% | No change | 5,993 | $466K |
| LGT Group Foundation | 0.01% | Reduce -33.3% | 6,000 | $464K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.5% | 5,985 | $463K |
| Proquility Private Wealth Partners, LLC | 0.15% | Reduce -51.5% | 5,951 | $461K |
| Ossiam | 0.01% | Reduce -70.6% | 5,929 | $459K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -11.9% | 5,811 | $450K |
| Marquette Asset Management, LLC | 0.07% | No change | 5,702 | $441K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.9% | 5,670 | $439K |
| Tudor Investment Corporation | 0.00% | New | 5,497 | $426K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -2.4% | 5,449 | $422K |
| Caprock Group, LLC | 0.01% | Add +2.1% | 5,339 | $413K |
| Waldron Private Wealth LLC | 0.02% | Reduce -0.3% | 5,339 | $413K |
| CWA Asset Management Group, LLC | 0.02% | Add +0.3% | 5,298 | $410K |
| Twin Capital Management Inc. | 0.04% | Reduce -1.4% | 5,252 | $407K |
| Sompo Asset Management Co., Ltd. | 0.07% | Reduce -23.5% | 5,220 | $404K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +2.6% | 5,223 | $404K |
| Benin Management CORP | 0.11% | No change | 5,200 | $403K |
| Lido Advisors, LLC | 0.00% | Reduce -7.7% | 5,165 | $400K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 5,146 | $398K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -7.0% | 5,099 | $395K |
| IHT Wealth Management, LLC | 0.01% | Reduce -32.8% | 5,050 | $391K |
| Two Sigma Securities, LLC | 0.07% | New | 5,029 | $389K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +6.1% | 4,759 | $389K |
| Meeder Advisory Services, Inc. | 0.02% | Add +63.4% | 4,993 | $387K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.9% | 4,846 | $375K |
| Heartland Bank & Trust Co | 0.20% | Reduce -5.9% | 4,829 | $374K |
| Teza Capital Management LLC | 0.06% | New | 4,801 | $372K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -6.6% | 4,798 | $371K |
| Nilsine Partners, LLC | 0.04% | Add +12.7% | 4,743 | $367K |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 4,711 | $365K |
| My Legacy Advisors, LLC | 0.14% | Add +0.1% | 4,546 | $364K |
| Vestcor Inc | 0.01% | Reduce -0.2% | 4,654 | $360K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +64.7% | 4,630 | $358K |
| Csenge Advisory Group | 0.02% | Add +0.6% | 4,592 | $355K |
| UMB Bank, n.a. | 0.01% | Reduce -26.5% | 4,589 | $355K |
| Independent Advisor Alliance | 0.00% | Add +19.4% | 4,573 | $354K |
| Dynamic Technology Lab Private Ltd | 0.06% | Add +71.7% | 4,481 | $347K |
| Ieq Capital, LLC | 0.00% | Reduce -52.3% | 4,464 | $346K |
| Benjamin Edwards Inc. | 0.00% | Add +0.0% | 4,449 | $344K |
| Erste Asset Management GmbH | 0.00% | Add +4.8% | 4,400 | $342K |
| NorthRock Partners, LLC | 0.01% | Reduce -2.4% | 4,345 | $336K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -3.1% | 4,294 | $332K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 4,280 | $331K |
| Belpointe Asset Management LLC | 0.02% | Reduce -9.3% | 4,040 | $329K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 4,182 | $324K |
| Empowered Funds, LLC | 0.00% | Reduce -74.4% | 4,181 | $324K |
| HB Wealth Management, LLC | 0.00% | Add +9.2% | 4,180 | $324K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,155 | $322K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 4,142 | $321K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -8.7% | 4,137 | $320K |
| Prudential PLC | 0.00% | No change | 4,081 | $316K |
| GAMMA Investing LLC | 0.03% | Reduce -5.0% | 4,029 | $312K |
| Numerai GP LLC | 0.09% | Reduce -46.9% | 4,026 | $312K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 3,995 | $309K |
| Canada Post Corp Registered Pension Plan | 0.02% | — | 3,966 | $307K |
| Centennial Wealth Advisory LLC | 0.12% | Add +14.2% | 3,931 | $304K |
| Atria Investments, Inc | 0.00% | New | 3,929 | $304K |
| Beacon Financial Group | 0.03% | Reduce -16.9% | 3,909 | $303K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.1% | 3,900 | $302K |
| Robinson Smith Wealth Advisors LLC | 0.25% | No change | 3,821 | $296K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.0% | 3,804 | $294K |
| Glaxis Capital Management, LLC | 0.81% | Add +0.9% | 3,799 | $294K |
| Burney Co./ | 0.01% | Reduce -5.4% | 3,749 | $290K |
| Sageworth Trust Co of South Dakota | 0.36% | No change | 3,697 | $286K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.9% | 3,682 | $285K |
| Blair William & Co. | 0.00% | Reduce -8.7% | 3,658 | $283K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -2.2% | 3,625 | $281K |
| Regal Investment Advisors LLC | 0.02% | Add +2.4% | 3,620 | $280K |
| Renaissance Group LLC | 0.01% | Add +1.0% | 3,616 | $280K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,599 | $279K |
| Advisory Services Network, LLC | 0.01% | Add +32.1% | 3,568 | $276K |
| First Citizens Financial Corp | 0.15% | Add +8.0% | 3,522 | $273K |
| Callan Family Office, LLC | 0.02% | New | 3,520 | $272K |
| Iron Horse Wealth Management, LLC | 0.09% | Reduce -2.4% | 3,514 | $272K |
| Virtu Financial LLC | 0.01% | New | 3,500 | $271K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +23.1% | 3,438 | $266K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +23.1% | 3,438 | $266K |
| Oldfather Financial Services, LLC | 0.10% | Add +0.3% | 3,430 | $265K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -5.3% | 3,411 | $264K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -0.4% | 3,386 | $262K |
| Rockland Trust Co. | 0.01% | Reduce -60.5% | 3,360 | $260K |
| Alteri Wealth LLC | 0.07% | — | 3,346 | $259K |
| Brooklyn Investment Group | 0.08% | Add +1.1% | 3,343 | $259K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -4.6% | 3,330 | $258K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.12% | No change | 3,332 | $258K |
| Paragon Capital Management Ltd | 0.05% | Reduce -1.4% | 3,313 | $257K |
| Seeds Investor LLC | 0.07% | Reduce -10.5% | 3,296 | $255K |
| Exchange Traded Concepts, LLC | 0.01% | Add +10.1% | 3,281 | $254K |
| Chesley Taft & Associates LLC | 0.01% | Add +0.1% | 3,258 | $252K |
| Huntington National Bank | 0.00% | Add +25.9% | 3,210 | $248K |
| Keybank National Association | 0.00% | Reduce -2.1% | 3,189 | $247K |
| Brown Advisory Inc. | 0.00% | Add +16.1% | 3,174 | $246K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.9% | 3,138 | $243K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.8% | 3,120 | $242K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.4% | 3,109 | $241K |
| Mufg Securities Americas Inc. | 0.03% | — | 3,107 | $241K |
| Rothschild Investment LLC | 0.02% | Add +0.2% | 3,089 | $239K |
| Arax Advisory Partners | 0.01% | Add +344.2% | 3,047 | $236K |
| Resolute Wealth Strategies, LLC | 0.12% | Add +0.5% | 3,029 | $234K |
| Wedmont Private Capital | 0.01% | Add +6.8% | 3,061 | $234K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.8% | 3,017 | $234K |
| GTS Securities LLC | 0.01% | Reduce -14.0% | 3,006 | $233K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.1% | 3,006 | $233K |
| Security National Bank of So Dak | 0.13% | No change | 3,000 | $232K |
| Glassy Mountain Advisors, Inc. | 0.08% | No change | 3,000 | $232K |
| Profund Advisors LLC | 0.01% | Reduce -16.1% | 2,950 | $228K |
| Brighton Jones LLC | 0.01% | Add +3.1% | 2,935 | $227K |
| Principal Securities, Inc. | 0.01% | Add +114.2% | 2,933 | $227K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.6% | 2,924 | $226K |
| Busey Bank | 0.01% | New | 2,919 | $226K |
| SageView Advisory Group, LLC | 0.01% | Add +8.5% | 2,916 | $226K |
| Horizon Investments, LLC | 0.01% | Add +0.8% | 2,914 | $226K |
| Mutual Advisors, LLC | 0.01% | Reduce -11.1% | 2,776 | $225K |
| IMS Capital Management | 0.10% | New | 2,900 | $224K |
| Nicolet Bankshares Inc. | 0.04% | Reduce -22.7% | 2,895 | $224K |
| International Private Wealth Advisors LLC | 0.22% | Add +2.1% | 2,870 | $222K |
| Longfellow Investment Management Co. LLC | 0.06% | Reduce -6.0% | 2,818 | $218K |
| Security National Bank | 0.03% | No change | 2,795 | $216K |
| Park National Corp. | 0.01% | Add +0.3% | 2,787 | $216K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.1% | 2,768 | $214K |
| Martin Capital Partners, LLC | 0.25% | Reduce -64.4% | 2,747 | $213K |
| Essex Financial Services, Inc. | 0.01% | Add +0.4% | 2,746 | $213K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -22.4% | 2,732 | $211K |
| Pitcairn Co. | 0.01% | Reduce -7.9% | 2,728 | $211K |
| CTC Alternative Strategies, Ltd. | 0.27% | New | 2,706 | $209K |
| Leavell Investment Management, Inc. | 0.01% | Add +5.4% | 2,693 | $208K |
| Westmount Partners, LLC | 0.06% | No change | 2,687 | $208K |
| Prossimo Advisors, LLC | 0.15% | Reduce -4.7% | 2,692 | $208K |
| Whittier Trust Co. | 0.00% | No change | 2,685 | $208K |
| Trust Asset Management LLC | 0.02% | No change | 2,678 | $207K |
| Kinloch Capital, LLC | 0.10% | No change | 2,675 | $207K |
| Cidel Asset Management Inc. | 0.01% | Add +6.3% | 2,636 | $204K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,587 | $200K |
| Winnacle Wealth LLC | 0.20% | — | 2,577 | $199K |
| Signaturefd, LLC | 0.00% | Add +4.0% | 2,555 | $198K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 2,512 | $197K |
| Tsfg, LLC | 0.04% | No change | 2,479 | $192K |
| Balefire, LLC | 0.07% | No change | 2,462 | $191K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,423 | $188K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -12.4% | 2,235 | $173K |
| Smartleaf Asset Management LLC | 0.02% | Add +20.6% | 2,200 | $170K |
| Quadrant Capital Group LLC | 0.01% | Add +0.4% | 2,151 | $167K |
| Continuum Advisory, LLC | 0.02% | Add +0.2% | 2,007 | $155K |
| Assetmark, Inc. | 0.00% | Add +0.3% | 2,002 | $155K |
| West Financial Advisors, LLC | 0.03% | Reduce -23.6% | 1,870 | $145K |
| Kieckhefer Group LLC | 0.09% | — | 1,840 | $142K |
| Harbour Investments, Inc. | 0.00% | Add +17.6% | 1,838 | $142K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,818 | $141K |
| Bokf, NA | 0.00% | Reduce -0.2% | 1,796 | $137K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.3% | 1,755 | $136K |
| Silvant Capital Management LLC | 0.01% | No change | 1,747 | $135K |
| Parallel Advisors, LLC | 0.00% | Add +2.5% | 1,743 | $135K |
| CENTRAL TRUST Co | 0.00% | Add +9.6% | 1,730 | $134K |
| Capital Analysts, LLC | 0.01% | No change | 1,658 | $128K |
| Mather Group, Llc. | 0.00% | Reduce -30.0% | 1,625 | $126K |
| Nemes Rush Group LLC | 0.02% | Add +7.7% | 1,620 | $125K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,576 | $122K |
| JNBA Financial Advisors | 0.01% | No change | 1,532 | $119K |
| Hills Bank & Trust Co | 0.01% | No change | 1,402 | $109K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 1,338 | $104K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,271 | $98K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +2.3% | 1,254 | $97K |
| Quent Capital, LLC | 0.01% | Reduce -3.1% | 1,242 | $96K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -6.5% | 1,240 | $96K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.2% | 1,230 | $95K |
| Manchester Capital Management LLC | 0.01% | Reduce -9.4% | 1,225 | $95K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.3% | 1,224 | $95K |
| Raiffeisen Bank International AG | 0.00% | — | 1,226 | $95K |
| Compass Financial Services Inc | 0.05% | — | 1,143 | $89K |
| Richardson Financial Services Inc. | 0.06% | Reduce -21.7% | 1,120 | $86K |
| Olistico Wealth, LLC | 0.05% | Add +1.0% | 1,117 | $86K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.4% | 1,102 | $85K |
| Deseret Mutual Benefit Administrators | 0.04% | No change | 1,078 | $83K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -15.1% | 1,064 | $82K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.5% | 1,047 | $81K |
| Westpac Banking Corp. | 0.01% | No change | 1,029 | $80K |
| CVA Family Office, LLC | 0.01% | Add +2.2% | 1,014 | $78K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $78K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,010 | $78K |
| Pingora Partners LLC | 0.05% | No change | 1,000 | $77K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 951 | $74K |
| Quarry LP | 0.01% | New | 948 | $73K |
| City Holding Co. | 0.01% | Add +28.3% | 908 | $70K |
| TCTC Holdings, LLC | 0.00% | No change | 875 | $68K |
| GeoWealth Management, LLC | 0.00% | Reduce -6.5% | 869 | $67K |
| First Command Advisory Services, Inc. | 0.00% | Add +37.6% | 864 | $67K |
| TFC Financial Management, Inc. | 0.01% | No change | 840 | $65K |
| First Community Trust NA | 0.05% | No change | 817 | $63K |
| Sentry Investment Management LLC | 0.03% | New | 816 | $63K |
| McClarren Financial Advisors, Inc. | 0.17% | No change | 810 | $62K |
| ORG Partners LLC | 0.01% | Add +0.3% | 792 | $61K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 664 | $57K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -58.7% | 726 | $56K |
| Stephens Consulting, LLC | 0.01% | No change | 725 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.2% | 718 | $56K |
| RE Dickinson Investment Advisors, LLC | 0.05% | Add +0.8% | 709 | $55K |
| Whipplewood Advisors, LLC | 0.03% | — | 700 | $54K |
| Godsey & Gibb, Inc. | 0.01% | No change | 700 | $54K |
| Caitong International Asset Management Co., Ltd | 0.05% | — | 686 | $53K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 614 | $48K |
| Golden State Wealth Management, LLC | 0.01% | — | 596 | $46K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 583 | $45K |
| Sit Investment Associates Inc. | 0.00% | No change | 575 | $45K |
| Larson Financial Group LLC | 0.00% | Reduce -14.4% | 578 | $45K |
| Bfsg, LLC | 0.01% | Reduce -43.8% | 573 | $44K |
| Hexagon Capital Partners LLC | 0.01% | Add +3.3% | 572 | $44K |
| Legacy Bridge, LLC | 0.02% | No change | 570 | $44K |
| Clean Yield Group | 0.01% | No change | 559 | $43K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +53.6% | 559 | $43K |
| Blue Trust, Inc. | 0.00% | Reduce -79.9% | 552 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 551 | $43K |
| Stilwell Value LLC | 0.03% | No change | 547 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -81.8% | 546 | $42K |
| Covestor Ltd | 0.03% | Add +144.3% | 540 | $42K |
| Penserra Capital Management LLC | 0.00% | Add +2533.3% | 553 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +1.1% | 529 | $41K |
| WFA Asset Management Corp | 0.02% | Reduce -5.7% | 517 | $40K |
| Anchor Investment Management, LLC | 0.00% | No change | 514 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.7% | 510 | $39K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -54.2% | 478 | $39K |
| Global Financial Private Client, LLC | 0.01% | Add +1.8% | 509 | $39K |
| Hemington Wealth Management | 0.01% | Add +6.9% | 513 | $39K |
| Asset Dedication, LLC | 0.00% | Add +10.6% | 501 | $39K |
| MCF Advisors LLC | 0.00% | Reduce -18.4% | 500 | $39K |
| PrairieView Partners, LLC | 0.00% | No change | 499 | $38K |
| Cromwell Holdings LLC | 0.02% | No change | 490 | $38K |
| Navigoe, LLC | 0.04% | — | 488 | $37K |
| Ameriflex Group, Inc. | 0.02% | — | 448 | $37K |
| Fortis Group Advisors, LLC | 0.01% | No change | 458 | $35K |
| Paladin Advisory Group, LLC | 0.03% | No change | 449 | $35K |
| Parkside Financial Bank & Trust | 0.00% | No change | 448 | $35K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 444 | $34K |
| WR Wealth Planners, LLC | 0.01% | Add +0.9% | 436 | $34K |
| Capital & Planning, LLC | 0.02% | — | 424 | $33K |
| BankPlus Trust Department | 0.01% | — | 422 | $33K |
| NFSG Corp | 0.01% | No change | 418 | $32K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 416 | $32K |
| Spire Wealth Management | 0.00% | Add +2.6% | 400 | $31K |
| Riverview Trust Co | 0.03% | No change | 396 | $31K |
| Miller Wealth Advisors, LLC | 0.02% | No change | 396 | $31K |
| Private Trust Co. NA | 0.00% | Add +29.4% | 387 | $30K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 384 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 383 | $30K |
| Curio Wealth, LLC | 0.02% | — | 379 | $29K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -69.3% | 376 | $29K |
| Walleye Trading LLC | 0.00% | New | 376 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 374 | $29K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 372 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 365 | $28K |
| St Germain D J Co. Inc. | 0.00% | Reduce -14.5% | 365 | $28K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -19.0% | 358 | $28K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 350 | $27K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.1% | 347 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.9% | 324 | $25K |
| Colonial Trust Co / SC | 0.00% | Add +36.3% | 323 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -69.9% | 320 | $25K |
| Financial Perspectives, Inc | 0.01% | No change | 314 | $24K |
| HighMark Wealth Management LLC | 0.01% | No change | 310 | $24K |
| Concord Wealth Partners | 0.00% | Reduce -90.0% | 310 | $24K |
| Old Second National Bank of Aurora | 0.01% | Add +2.7% | 308 | $24K |
| Fortitude Family Office, LLC | 0.01% | No change | 304 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $23K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 296 | $23K |
| Lindbrook Capital, LLC | 0.00% | Add +32.7% | 296 | $23K |
| First Pacific Financial | 0.01% | No change | 295 | $23K |
| Motco | 0.00% | Reduce -22.2% | 294 | $23K |
| Pflug Koory, LLC | 0.00% | No change | 285 | $22K |
| New Age Alpha Advisors, LLC | 0.00% | Add +47.9% | 284 | $22K |
| North Star Investment Management Corp. | 0.00% | No change | 277 | $21K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 276 | $21K |
| Hoertkorn Richard Charles | 0.01% | No change | 272 | $21K |
| Versant Capital Management, Inc | 0.00% | Reduce -16.6% | 271 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 264 | $20K |
| Beacon Capital Management, LLC | 0.00% | Reduce -17.7% | 261 | $20K |
| Key Financial Inc | 0.00% | Add +15.5% | 253 | $20K |
| YANKCOM Partnership | 0.01% | — | 248 | $19K |
| Caldwell Trust Co | 0.00% | No change | 235 | $18K |
| Kestra Investment Management, LLC | 0.00% | New | 230 | $18K |
| MRP Capital Investments, LLC | 0.02% | No change | 225 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 230 | $17K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -4.1% | 212 | $16K |
| MV Capital Management, Inc. | 0.00% | Add +2.4% | 212 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 211 | $16K |
| DT Investment Partners, LLC | 0.00% | No change | 210 | $16K |
| New Millennium Group LLC | 0.01% | Add +53.7% | 209 | $16K |
| Kentucky Trust Co | 0.01% | — | 200 | $15K |
| Union Savings Bank | 0.01% | No change | 195 | $15K |
| Smithfield Trust Co | 0.00% | No change | 190 | $15K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 189 | $15K |
| SBI Securities Co., Ltd. | 0.00% | — | 185 | $14K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.7% | 180 | $14K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 180 | $14K |
| Investors Research Corp | 0.00% | No change | 173 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 161 | $12K |
| Trust Co. of Vermont | 0.00% | No change | 157 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +16.9% | 152 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 150 | $12K |
| Crews Bank & Trust | 0.00% | — | 142 | $11K |
| Zions Bancorporation, N.A. | 0.00% | No change | 142 | $11K |
| Meeder Asset Management Inc. | 0.00% | Add +6.1% | 140 | $11K |
| Holos Integrated Wealth LLC | 0.01% | — | 138 | $11K |
| Burkett Financial Services, LLC | 0.00% | No change | 133 | $10K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 132 | $10K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Add +4.0% | 130 | $10K |
| Sandy Spring Bank | 0.00% | New | 130 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 130 | $10K |
| GW&K Investment Management, LLC | 0.00% | Add +3.1% | 131 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 123 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -6.2% | 122 | $9K |
| Cornerstone Planning Group LLC | 0.00% | No change | 113 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 119 | $9K |
| Sachetta, LLC | 0.00% | Add +1.7% | 117 | $9K |
| Centricity Wealth Management, LLC | 0.01% | — | 115 | $9K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 113 | $9K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 112 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 112 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 109 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 103 | $8K |
| Bray Capital Advisors | 0.00% | No change | 101 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 100 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $8K |
| Atwood & Palmer Inc. | 0.00% | No change | 100 | $8K |
| Horizon Financial Services, LLC | 0.00% | Add +585.7% | 96 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 91 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 78 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 90 | $7K |
| Grove Bank & Trust | 0.00% | Add +97.8% | 89 | $7K |
| Kapitalo Investimentos Ltda | 0.00% | New | 88 | $7K |
| Creative Financial Designs Inc. | 0.00% | Reduce -64.5% | 81 | $6K |
| Westend Capital Management, LLC | 0.00% | No change | 80 | $6K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -61.1% | 72 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -61.1% | 72 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 76 | $6K |
| Vision Financial Markets LLC | 0.01% | — | 73 | $6K |
| Heritage Wealth Advisors | 0.00% | Add +22.0% | 72 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 71 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 66 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 60 | $5K |
| SouthState Bank Corp | 0.00% | No change | 57 | $4K |
| Lazard Asset Management LLC | 0.00% | Add +114.3% | 60 | $4K |
| Peoples Bank | 0.00% | No change | 50 | $4K |
| Davis Capital Management | 0.00% | No change | 46 | $4K |
| Archer Investment Corp | 0.00% | No change | 44 | $3K |
| Abound Wealth Management | 0.00% | No change | 41 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -48.7% | 40 | $3K |
| HM Payson & Co. | 0.00% | Reduce -7.1% | 39 | $3K |
| Sierra Ocean, LLC | 0.00% | — | 35 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 35 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.06% | — | 35 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 34 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +57.1% | 33 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 29 | $2K |
| Crowley Wealth Management, Inc. | 0.00% | — | 28 | $2K |
| LRI Investments, LLC | 0.00% | No change | 26 | $2K |
| R Squared Ltd | 0.00% | — | 20 | $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 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 17 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Avion Wealth | 0.00% | Add +42.9% | 20 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 12 | $929 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 10 | $775 |
| Valued Wealth Advisors LLC | 0.00% | No change | 8 | $620 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 8 | $620 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $619 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 6 | $464 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $388 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $387 |
| Principia Wealth Advisory, LLC | 0.00% | — | 4 | $310 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 4 | $310 |
| Capital A Wealth Management, LLC | 0.00% | — | 3 | $232 |
| WestEnd Advisors, LLC | 0.00% | No change | 2 | $155 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $87 |
| Cape Investment Advisory, Inc. | 0.00% | New | 1 | $77 |
| Y.D. More Investments Ltd | 0.00% | Add +116.3% | 266 | $56 |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.