Principal Financial GroupPFG
13F holders, Q2 2025 (June 30)814holders −27
68new positions
99sold out
8famous investors
$79.42avg. 13F price*
At the end of Q2 2025, 814 institutions reported holding Principal Financial Group (PFG) in their 13F filings, down 27 from Q1 2025. 68 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.6B) and Nippon Life Insurance Co. ($1.4B). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $84.1M |
| Exits | 99 | $491.6M |
All 13F filers, Q1 2025 → Q2 2025: 9,927,089 shares bought and 11,945,358 shares sold, net −2,018,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 814 holders
| Vanguard Group Inc. | 0.04% | Add +0.4% | 27,345,064 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +3.1% | 20,203,344 | $1.6B |
| Nippon Life Insurance Co. | 21.77% | No change | 18,137,000 | $1.4B |
| Bank of America Corp. | 0.08% | Add +9.6% | 12,370,852 | $982.6M |
| State Street Corp. | 0.03% | Reduce -0.7% | 10,692,504 | $849.3M |
| Geode Capital Management, LLC | 0.03% | Add +0.1% | 5,486,682 | $434.0M |
| Victory Capital Management Inc. | 0.22% | Add +15.8% | 4,294,685 | $341.1M |
| Dimensional Fund Advisors LP | 0.07% | Add +2.8% | 3,764,738 | $299.0M |
| Northern Trust Corp. | 0.04% | Reduce -2.7% | 3,485,067 | $276.8M |
| Morgan Stanley | 0.02% | Add +6.8% | 3,172,836 | $252.0M |
| Norges Bank | 0.03% | Reduce -0.1% | 2,859,100 | $227.1M |
| Invesco Ltd. | 0.04% | Add +5.4% | 2,740,463 | $217.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +16.1% | 2,098,718 | $166.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -26.1% | 1,930,224 | $153.3M |
| Amundi | 0.05% | Add +57.6% | 1,791,246 | $144.2M |
| Royal Bank of Canada | 0.03% | Add +60.9% | 1,737,520 | $138.0M |
| Legal & General Group Plc | 0.03% | Reduce -4.1% | 1,582,126 | $125.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.0% | 1,468,558 | $116.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.9% | 1,349,005 | $107.2M |
| UBS Group AG | 0.02% | Reduce -15.3% | 1,246,883 | $99.0M |
| HSBC Holdings PLC | 0.06% | Reduce -4.2% | 1,128,560 | $89.6M |
| Deutsche Bank AG | 0.03% | Add +5.0% | 1,050,646 | $83.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.4% | 1,023,850 | $81.3M |
| AustralianSuper Pty Ltd | 0.40% | Add +11.2% | 993,643 | $78.9M |
| Qube Research & Technologies Ltd | 0.10% | Add +111.5% | 901,652 | $71.6M |
| Barclays PLC | 0.03% | Add +0.4% | 788,860 | $62.7M |
| First Trust Advisors LP | 0.04% | Add +208.6% | 690,528 | $54.8M |
| Swiss National Bank | 0.03% | Add +5.6% | 681,000 | $54.1M |
| FMR LLC | 0.00% | Reduce -5.0% | 616,990 | $49.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +2.9% | 608,954 | $48.4M |
| AQR Capital Management | 0.04% | Reduce -7.5% | 596,724 | $47.4M |
| Swiss Life Asset Management Ltd | 0.28% | Reduce -0.0% | 586,751 | $46.6M |
| Nuveen, LLC | 0.01% | Reduce -0.1% | 568,277 | $45.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +4.6% | 550,712 | $43.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -13.4% | 523,381 | $41.6M |
| Rhumbline Advisers | 0.03% | Add +2.0% | 484,457 | $38.5M |
| Bridgewater Associates | 0.14% | Reduce -0.6% | 451,548 | $35.9M |
| Conning Inc. | 1.28% | Add +10.1% | 445,660 | $35.4M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -42.6% | 443,678 | $35.2M |
| Marshall Wace, LLP | 0.04% | Add +65.7% | 411,185 | $32.7M |
| California Public Employees Retirement System | 0.02% | Add +10.3% | 404,707 | $32.1M |
| North Star Asset Management Inc. | 1.35% | Add +0.5% | 401,919 | $31.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +0.8% | 400,161 | $31.8M |
| California State Teachers Retirement System | 0.03% | Add +10.1% | 395,145 | $31.4M |
| National Pension Service | 0.03% | Add +0.7% | 382,437 | $30.4M |
| Trust Point Inc. | 2.77% | No change | 369,684 | $29.4M |
| Mairs & Power Inc. | 0.28% | Reduce -54.2% | 362,798 | $28.8M |
| D. E. Shaw & Co. | 0.03% | Add +455.8% | 353,264 | $28.1M |
| Two Sigma Investments, LP | 0.05% | Add +247.1% | 346,959 | $27.6M |
| Verition Fund Management LLC | 0.15% | Reduce -37.9% | 319,631 | $25.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +123.6% | 314,711 | $25.0M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +1.4% | 314,354 | $25.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +7.5% | 313,766 | $24.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 307,297 | $24.4M |
| Millennium Management | 0.02% | Add +122.7% | 290,381 | $23.1M |
| Two Sigma Advisers, LP | 0.04% | Add +30.7% | 274,000 | $21.8M |
| Prana Capital Management, LP | 0.75% | New | 259,230 | $20.6M |
| Sound Income Strategies, LLC | 1.13% | Add +5.2% | 248,858 | $19.8M |
| Ameriprise Financial Inc. | 0.00% | Add +24.9% | 244,388 | $19.4M |
| Citadel Advisors | 0.02% | Reduce -20.7% | 240,722 | $19.1M |
| Lighthouse Investment Partners, LLC | 0.83% | New | 239,806 | $19.0M |
| American Century Companies Inc. | 0.01% | Add +59.1% | 238,672 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.3% | 233,089 | $18.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.7% | 232,618 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +17.7% | 231,880 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Add +14.1% | 228,037 | $18.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.0% | 220,315 | $17.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 216,292 | $17.2M |
| Citigroup Inc. | 0.01% | Add +4.5% | 216,141 | $17.2M |
| GW Henssler & Associates Ltd. | 0.91% | Add +2.0% | 213,618 | $17.0M |
| Man Group plc | 0.04% | Add +15.9% | 213,127 | $16.9M |
| State of Wisconsin Investment Board | 0.04% | Add +56.7% | 211,079 | $16.8M |
| Treasurer of the State of North Carolina | 0.05% | Add +43.4% | 204,613 | $16.3M |
| Swedbank AB | 0.02% | Add +21.7% | 197,386 | $15.7M |
| Tudor Investment Corporation | 0.12% | New | 195,789 | $15.6M |
| Korea Investment CORP | 0.03% | Add +44.3% | 192,166 | $15.3M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +84.8% | 190,330 | $15.1M |
| Bank of Montreal | 0.01% | Reduce -15.2% | 181,963 | $14.5M |
| Prudential Financial Inc. | 0.02% | Add +40.1% | 179,448 | $14.3M |
| Teacher Retirement System of Texas | 0.06% | Reduce -10.9% | 178,167 | $14.2M |
| Interval Partners, LP | 0.32% | Add +124.4% | 177,306 | $14.1M |
| Storebrand Asset Management As | 0.04% | Add +1.1% | 176,629 | $14.0M |
| Aberdeen Group plc | 0.02% | Add +4.7% | 173,436 | $13.8M |
| Aviva PLC | 0.03% | Add +5.3% | 168,095 | $13.4M |
| National Bank of Canada | 0.01% | Reduce -7.8% | 165,221 | $13.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +11.6% | 161,144 | $12.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.3% | 159,940 | $12.7M |
| AE Wealth Management LLC | 0.09% | Add +14.3% | 156,900 | $12.5M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +1953.8% | 155,718 | $12.4M |
| Forsta Ap-Fonden | 0.08% | Add +22.8% | 153,500 | $12.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -9.3% | 151,879 | $12.1M |
| EDENTREE ASSET MANAGEMENT Ltd | 3.27% | Add +37.6% | 148,600 | $11.8M |
| Capital Management Corp. | 1.96% | Add +15.5% | 144,879 | $11.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +28.7% | 137,623 | $10.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -9.5% | 137,574 | $10.9M |
| Worldquant Millennium Advisors LLC | 0.05% | Add +2.7% | 137,301 | $10.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +26.5% | 136,027 | $10.8M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -2.4% | 134,195 | $10.7M |
| Holocene Advisors, LP | 0.03% | Reduce -8.6% | 130,077 | $10.3M |
| Bank of Nova Scotia | 0.02% | Add +363.0% | 127,860 | $10.2M |
| New York State Common Retirement Fund | 0.01% | No change | 126,285 | $10.0M |
| Franklin Resources Inc. | 0.00% | Add +38.7% | 125,276 | $10.0M |
| Squarepoint Ops LLC | 0.02% | Add +65.3% | 125,187 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.9% | 120,939 | $9.6M |
| Cambria Investment Management, L.P. | 0.64% | Reduce -12.4% | 119,244 | $9.5M |
| Goelzer Investment Management, Inc. | 0.52% | Reduce -1.1% | 118,931 | $9.4M |
| Wellington Management Group LLP | 0.00% | Reduce -94.6% | 112,650 | $8.9M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Add +3.0% | 112,590 | $8.9M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 111,990 | $8.9M |
| Quantinno Capital Management LP | 0.04% | Add +55.1% | 111,141 | $8.8M |
| TD Asset Management Inc | 0.01% | Add +6.7% | 109,247 | $8.7M |
| Toronto Dominion Bank | 0.02% | Reduce -2.6% | 109,094 | $8.7M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.2% | 109,037 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.4% | 109,016 | $8.7M |
| Xponance LLC | 0.07% | Add +0.9% | 108,578 | $8.6M |
| APG Asset Management N.V. | 0.03% | Add +2.7% | 126,200 | $8.5M |
| AMG National Trust Bank | 0.22% | Reduce -0.4% | 105,144 | $8.4M |
| Danske Bank A/S | 0.02% | Add +2.3% | 101,807 | $8.1M |
| Illinois Municipal Retirement Fund | 0.11% | Reduce -17.4% | 99,778 | $7.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -1.4% | 99,367 | $7.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -31.1% | 98,977 | $7.9M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.9% | 95,404 | $7.6M |
| AMF Tjanstepension AB | 0.05% | No change | 95,164 | $7.6M |
| Gillson Capital LP | 0.57% | New | 93,499 | $7.4M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -19.7% | 90,482 | $7.2M |
| Mediolanum International Funds Ltd | 0.09% | Add +66.3% | 90,011 | $7.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +1192.3% | 86,958 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.0% | 86,555 | $6.9M |
| Mn Services Vermogensbeheer B.V. | 0.05% | No change | 86,280 | $6.9M |
| Voleon Capital Management LP | 0.37% | Reduce -4.5% | 84,467 | $6.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -6.3% | 84,202 | $6.7M |
| KLP Kapitalforvaltning As | 0.03% | Add +1.7% | 81,945 | $6.5M |
| State of Tennessee, Department of Treasury | 0.02% | Add +36.4% | 81,940 | $6.5M |
| DMKC Advisory Services, LLC | 3.33% | Add +31.5% | 78,584 | $6.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -62.8% | 78,948 | $6.3M |
| Azimuth Capital Investment Management LLC | 0.23% | Add +3.4% | 78,590 | $6.2M |
| CI Investments Inc. | 0.02% | Add +4.8% | 78,557 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +5.8% | 76,669 | $6.1M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.6% | 76,401 | $6.1M |
| Focus Partners Wealth | 0.01% | Add +3.9% | 76,162 | $6.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +3.5% | 72,348 | $5.7M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -6.6% | 71,558 | $5.7M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 70,010 | $5.6M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -0.6% | 68,585 | $5.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -27.5% | 66,722 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 65,809 | $5.2M |
| Arizona State Retirement System | 0.03% | Reduce -0.6% | 65,706 | $5.2M |
| Wealthfront Advisers LLC | 0.01% | Add +1.4% | 64,599 | $5.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -3.8% | 63,651 | $5.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -17.9% | 63,481 | $5.0M |
| Brevan Howard Capital Management LP | 0.06% | Add +258.0% | 63,175 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.4% | 62,315 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 62,059 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.2% | 62,047 | $4.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -59.0% | 60,734 | $4.8M |
| Voya Investment Management LLC | 0.01% | Reduce -8.7% | 60,238 | $4.8M |
| Unison Advisors LLC | 0.53% | Add +1.0% | 60,077 | $4.8M |
| State of Michigan Retirement System | 0.02% | Add +3.1% | 58,880 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +47.2% | 57,070 | $4.6M |
| Dorsey & Whitney Trust CO LLC | 0.23% | Reduce -7.2% | 54,220 | $4.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -7.8% | 52,836 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.9% | 52,815 | $4.2M |
| Creative Planning | 0.00% | Add +0.7% | 52,135 | $4.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +8.8% | 51,964 | $4.1M |
| Dean Investment Associates, LLC | 0.61% | Add +1.9% | 51,784 | $4.1M |
| ProShare Advisors LLC | 0.01% | Reduce -7.6% | 50,907 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -9.4% | 50,585 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +5.1% | 50,585 | $4.0M |
| Czech National Bank | 0.03% | Add +4.3% | 50,416 | $4.0M |
| Alerus Financial NA | 0.28% | Add +1.0% | 49,657 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Add +7.0% | 49,024 | $3.9M |
| Kintegral Advisory, LLC | 0.35% | Reduce -0.1% | 48,641 | $3.9M |
| Comerica Bank | 0.01% | Reduce -1.7% | 46,877 | $3.7M |
| Groupe la Francaise | 0.06% | Add +19.8% | 45,174 | $3.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.1% | 44,258 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Reduce -24.7% | 42,459 | $3.4M |
| Amalgamated Bank | 0.02% | Reduce -2.9% | 40,615 | $3.2M |
| DNB Asset Management AS | 0.01% | Add +1.5% | 38,808 | $3.1M |
| Mackenzie Financial Corp. | 0.00% | Add +45.4% | 37,984 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +9.1% | 37,957 | $3.0M |
| Advisors Asset Management, Inc. | 0.05% | Add +6.0% | 37,776 | $3.0M |
| Graham Capital Management, L.P. | 0.09% | Add +1159.6% | 37,674 | $3.0M |
| Utah Retirement Systems | 0.03% | Reduce -1.1% | 37,152 | $3.0M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +248.7% | 37,107 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 37,085 | $2.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +902.3% | 36,643 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.8% | 36,377 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -15.0% | 36,328 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | No change | 35,998 | $2.9M |
| Quantbot Technologies LP | 0.07% | Add +187.9% | 35,750 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -19.1% | 35,405 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Reduce -7.2% | 35,290 | $2.8M |
| Foster & Motley Inc. | 0.16% | Add +18.3% | 34,941 | $2.8M |
| Ethic Inc. | 0.05% | Add +11.4% | 34,581 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +3.4% | 34,409 | $2.7M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -4.5% | 34,258 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 33,654 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.7% | 33,153 | $2.6M |
| FAS Wealth Partners, Inc. | 0.19% | Add +9.5% | 32,875 | $2.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.8% | 32,427 | $2.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.13% | Reduce -7.7% | 32,368 | $2.6M |
| KBC Group NV | 0.01% | Reduce -80.8% | 31,765 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.1% | 31,603 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.8% | 31,207 | $2.5M |
| Argent Trust Co | 0.09% | Add +2.9% | 31,074 | $2.5M |
| STRS Ohio | 0.01% | Add +28.8% | 30,912 | $2.5M |
| Wedge Capital Management L L P | 0.04% | Add +7.0% | 30,488 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -54.5% | 30,063 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Add +5.6% | 30,016 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +8.7% | 29,908 | $2.4M |
| USS Investment Management Ltd | 0.01% | Add +6.0% | 29,943 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.7% | 28,934 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -8.6% | 29,304 | $2.3M |
| Inceptionr LLC | 0.53% | New | 28,937 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.7% | 28,839 | $2.3M |
| Entropy Technologies, LP | 0.18% | Reduce -24.2% | 28,660 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +0.3% | 28,500 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.6% | 28,408 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.6% | 28,241 | $2.2M |
| Centric Wealth Management | 0.53% | Add +4.2% | 29,081 | $2.2M |
| Sei Investments Co. | 0.00% | Add +20.2% | 28,033 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +6.4% | 27,847 | $2.2M |
| Jain Global LLC | 0.04% | New | 27,507 | $2.2M |
| Vident Advisory, LLC | 0.02% | Add +13.1% | 27,198 | $2.2M |
| Cibc World Markets Corp. | 0.01% | Add +2.0% | 26,730 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.1% | 26,555 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 25,808 | $2.0M |
| Simon Quick Advisors, LLC | 0.10% | New | 25,690 | $2.0M |
| Columbus Macro, LLC | 0.25% | Add +0.8% | 25,650 | $2.0M |
| Ostrum Asset Management | 0.10% | Add +2.3% | 25,628 | $2.0M |
| Siemens Fonds Invest GmbH | 0.12% | Add +2.1% | 25,080 | $2.0M |
| Hohimer Wealth Management, LLC | 0.36% | Add +0.0% | 25,038 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +3.4% | 25,037 | $2.0M |
| Dark Forest Capital Management LP | 0.08% | Reduce -10.9% | 24,900 | $2.0M |
| Headlands Technologies LLC | 0.23% | Reduce -12.7% | 24,689 | $2.0M |
| OP Asset Management Ltd | 0.03% | Reduce -1.5% | 24,552 | $2.0M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -6.9% | 24,514 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +64.3% | 24,037 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.3% | 23,655 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -6.0% | 23,179 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Reduce -4.8% | 22,767 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +11.6% | 22,493 | $1.8M |
| SummitTX Capital, L.P. | 0.08% | Add +164.4% | 22,449 | $1.8M |
| GoalVest Advisory LLC | 0.44% | Add +3.8% | 22,306 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.69% | Reduce -0.9% | 22,151 | $1.8M |
| BBR Partners, LLC | 0.11% | Reduce -0.1% | 22,001 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Reduce -73.9% | 21,829 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -12.8% | 21,311 | $1.7M |
| Andra AP-fonden | 0.02% | Add +28.5% | 21,200 | $1.7M |
| AlphaQuest LLC | 0.16% | Reduce -28.0% | 21,112 | $1.7M |
| Commerce Bank | 0.01% | Reduce -4.5% | 20,782 | $1.7M |
| MAI Capital Management | 0.01% | Add +0.2% | 20,603 | $1.6M |
| Tredje AP-fonden | 0.01% | Add +5.1% | 19,798 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 19,724 | $1.6M |
| Kerusso Capital Management LLC | 0.97% | New | 19,647 | $1.6M |
| Donoghue Forlines LLC | 0.44% | Add +8.6% | 19,254 | $1.5M |
| Aquatic Capital Management LLC | 0.03% | Reduce -72.5% | 19,093 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 19,064 | $1.5M |
| Candriam S.C.A. | 0.01% | Add +13.6% | 19,028 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +2.5% | 19,012 | $1.5M |
| Foster Group, Inc. | 0.05% | Add +51.5% | 18,999 | $1.5M |
| V-Square Quantitative Management LLC | 0.20% | Add +129.8% | 18,803 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +10.8% | 18,784 | $1.5M |
| Capital Fund Management S.A. | 0.02% | New | 18,711 | $1.5M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -66.0% | 18,418 | $1.5M |
| Centiva Capital, LP | 0.10% | Add +113.2% | 18,383 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -0.2% | 18,209 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.7% | 17,813 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +22.5% | 17,861 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 17,611 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -6.7% | 17,599 | $1.4M |
| NEOS Investment Management LLC | 0.02% | Add +26.3% | 17,114 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.7% | 17,055 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +58.9% | 17,016 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 17,012 | $1.4M |
| Greenwood Capital Associates LLC | 0.17% | Reduce -9.3% | 16,948 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.5% | 16,472 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.5% | 16,401 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +11.9% | 16,316 | $1.3M |
| Empowered Funds, LLC | 0.01% | Add +244.1% | 16,098 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +0.1% | 15,792 | $1.3M |
| Cornercap Investment Counsel Inc. | 0.65% | Reduce -2.4% | 15,780 | $1.3M |
| Midland Wealth Advisors, LLC | 0.07% | Add +0.6% | 15,674 | $1.2M |
| Caxton Associates LLP | 0.03% | Add +112.0% | 15,581 | $1.2M |
| Generali Asset Management SPA SGR | 0.03% | New | 15,535 | $1.2M |
| Nebula Research & Development LLC | 0.10% | Reduce -32.2% | 15,414 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Add +18.4% | 15,306 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -16.6% | 15,233 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -20.1% | 15,181 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +17.2% | 14,783 | $1.2M |
| Kentucky Retirement Systems | 0.03% | Reduce -6.2% | 14,539 | $1.2M |
| Vinva Investment Management Ltd | 0.03% | Add +2.9% | 14,534 | $1.2M |
| Denali Advisors LLC | 0.12% | Add +117.8% | 14,453 | $1.1M |
| Avanza Fonder AB | 0.03% | No change | 14,358 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -15.0% | 14,329 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | — | 14,261 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -13.1% | 14,065 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.42% | New | 14,015 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +17.8% | 13,796 | $1.1M |
| Lecap Asset Management Ltd. | 0.39% | Reduce -16.8% | 13,795 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.1% | 13,663 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -3.5% | 13,561 | $1.1M |
| Procyon Advisors, LLC | 0.10% | Add +152.1% | 13,542 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.0% | 13,483 | $1.1M |
| Impax Asset Management Group plc | 0.01% | New | 13,450 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.4% | 13,406 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 13,238 | $1.1M |
| PSI Advisors, LLC | 0.52% | Add +27.3% | 13,190 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +11.3% | 12,786 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 12,727 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -5.3% | 12,368 | $982K |
| SG Americas Securities, LLC | 0.00% | Add +10.1% | 12,304 | $977K |
| Glenmede Investment Management, LP | 0.00% | — | 12,038 | $956K |
| Principal Securities, Inc. | 0.02% | Add +15.6% | 12,007 | $954K |
| Norinchukin Bank, The | 0.01% | Add +6.2% | 11,933 | $948K |
| Pinion Investment Advisors, LLC | 0.33% | Reduce -48.4% | 11,882 | $944K |
| Transamerica Financial Advisors, LLC | 0.09% | Reduce -0.0% | 11,694 | $929K |
| Vest Financial, LLC | 0.01% | Add +24.9% | 11,659 | $926K |
| Tounjian Advisory Partners, LLC | 0.18% | Reduce -1.3% | 10,958 | $925K |
| Farther Finance Advisors, LLC | 0.02% | Add +7.3% | 11,556 | $918K |
| Quadrant Capital Group LLC | 0.03% | Add +67.7% | 11,294 | $897K |
| South Dakota Investment Council | 0.02% | No change | 11,114 | $883K |
| Modern Wealth Management, LLC | 0.02% | Add +8.2% | 11,100 | $882K |
| Ascent Group, LLC | 0.03% | Reduce -5.0% | 10,926 | $868K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 10,900 | $866K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.5% | 10,900 | $866K |
| GMO | 0.00% | New | 10,839 | $861K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.7% | 10,743 | $853K |
| Legacy Financial Group LLC | 0.12% | Add +2.3% | 10,713 | $851K |
| West Bancorporation Inc. | 0.53% | No change | 10,610 | $843K |
| Maryland State Retirement & Pension System | 0.02% | No change | 10,607 | $843K |
| Handelsbanken Fonder AB | 0.00% | Reduce -23.5% | 10,366 | $823K |
| Martin Capital Partners, LLC | 0.32% | Add +206.0% | 10,278 | $816K |
| Park Edge Advisors, LLC | 0.21% | No change | 10,236 | $813K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.0% | 10,221 | $812K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.6% | 10,152 | $806K |
| ING Groep NV | 0.00% | Add +5.7% | 10,036 | $797K |
| Elevated Capital Advisors, LLC | 0.22% | No change | 9,372 | $791K |
| New Mexico Educational Retirement Board | 0.03% | No change | 9,854 | $783K |
| Sunbelt Securities, Inc. | 0.07% | Add +44.1% | 9,877 | $765K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.6% | 9,621 | $764K |
| QRG Capital Management, Inc. | 0.01% | Reduce -20.5% | 9,588 | $762K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 9,535 | $757K |
| Basepoint Wealth LLC | 0.58% | Reduce -0.9% | 9,450 | $751K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -8.3% | 9,261 | $749K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +27.7% | 9,324 | $741K |
| Holderness Investments Co. | 0.16% | No change | 9,248 | $735K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +96.9% | 9,224 | $733K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -4.0% | 9,221 | $732K |
| Ieq Capital, LLC | 0.00% | Reduce -54.5% | 9,062 | $720K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.7% | 8,965 | $712K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Reduce -4.6% | 8,821 | $701K |
| Waverly Advisors, LLC | 0.01% | Add +0.2% | 8,787 | $698K |
| Bessemer Group Inc. | 0.00% | Reduce -48.4% | 8,763 | $696K |
| Meiji Yasuda Life Insurance Co | 0.02% | Add +30.8% | 8,761 | $696K |
| Verdence Capital Advisors LLC | 0.05% | Add +98.0% | 8,639 | $686K |
| IFP Advisors, Inc | 0.02% | Reduce -2.5% | 7,974 | $677K |
| Curat Global, LLC | 0.64% | Add +37.2% | 8,424 | $669K |
| City State Bank | 0.21% | Reduce -4.7% | 8,302 | $659K |
| Allworth Financial LP | 0.00% | Add +4.6% | 8,299 | $659K |
| MQS Management LLC | 0.36% | New | 8,271 | $657K |
| Prudential PLC | 0.00% | Add +101.7% | 8,232 | $654K |
| Gilbert & Cook, Inc. | 0.09% | Add +5.0% | 8,176 | $649K |
| Equitable Holdings, Inc. | 0.01% | Add +1.4% | 8,138 | $646K |
| Empirical Finance, LLC | 0.03% | Add +0.6% | 8,121 | $645K |
| NewEdge Advisors, LLC | 0.00% | Add +7.1% | 8,039 | $639K |
| Assetmark, Inc. | 0.00% | Add +238.0% | 8,037 | $638K |
| Natixis | 0.00% | Reduce -78.8% | 7,886 | $626K |
| Wolff Financial Management LLC | 0.16% | No change | 7,815 | $621K |
| Metis Global Partners, LLC | 0.02% | Reduce -12.4% | 7,702 | $612K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.1% | 7,626 | $606K |
| Plimoth Trust Co. LLC | 0.14% | Reduce -1.3% | 7,568 | $601K |
| &partners | 0.00% | Add +14.3% | 7,452 | $592K |
| Vivid Wealth Management, LLC | 0.26% | Add +0.0% | 7,440 | $591K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +3.8% | 7,413 | $589K |
| Truist Financial Corp. | 0.00% | Reduce -12.3% | 7,405 | $588K |
| Merit Financial Group, LLC | 0.01% | Reduce -20.3% | 7,358 | $584K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -16.1% | 7,276 | $578K |
| Park Avenue Securities LLC | 0.01% | Reduce -11.0% | 7,146 | $568K |
| Gentry Private Wealth, LLC | 0.43% | Add +2.3% | 7,099 | $564K |
| Mokosak Advisory Group, LLC | 0.16% | Add +0.9% | 7,089 | $563K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 7,072 | $562K |
| Erste Asset Management GmbH | 0.00% | Add +60.6% | 7,065 | $559K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 7,000 | $556K |
| Guggenheim Capital LLC | 0.00% | Reduce -3.6% | 6,970 | $554K |
| Carret Asset Management, LLC | 0.06% | Reduce -1.1% | 6,948 | $552K |
| Jacobi Capital Management LLC | 0.04% | Add +10.7% | 6,945 | $552K |
| Syon Capital LLC | 0.04% | Reduce -4.8% | 6,935 | $551K |
| Forum Financial Management, LP | 0.01% | Add +7.5% | 6,933 | $551K |
| Argentarii, LLC | 0.25% | Reduce -15.2% | 6,906 | $549K |
| Vestcor Inc | 0.02% | Add +46.6% | 6,839 | $543K |
| Hilltop Holdings Inc. | 0.03% | Add +2.4% | 6,784 | $539K |
| M&T Bank Corp | 0.00% | Reduce -7.8% | 6,781 | $538K |
| Lion Street Advisors, LLC | 0.16% | Reduce -16.2% | 6,749 | $536K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.0% | 6,635 | $527K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -4.8% | 6,583 | $523K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.7% | 6,579 | $523K |
| Vontobel Holding Ltd. | 0.00% | Add +6.2% | 6,479 | $515K |
| Greenleaf Trust | 0.00% | Reduce -17.5% | 6,355 | $505K |
| Obermeyer Wealth Partners | 0.03% | Reduce -2.8% | 6,343 | $504K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.2% | 6,321 | $502K |
| Hilltop National Bank | 0.13% | — | 6,299 | $500K |
| Regions Financial Corp. | 0.00% | Add +0.6% | 6,296 | $500K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.2% | 6,225 | $495K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -23.0% | 6,200 | $492K |
| Romano Brothers and Company | 0.06% | Reduce -4.6% | 6,185 | $491K |
| Contravisory Investment Management, Inc. | 0.10% | Reduce -0.4% | 6,184 | $491K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -6.5% | 6,170 | $490K |
| Palisade Asset Management, LLC | 0.05% | Reduce -14.6% | 6,116 | $486K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.9% | 6,116 | $486K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -74.2% | 6,075 | $483K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.7% | 5,934 | $471K |
| Integrity Alliance, Llc. | 0.03% | Add +5.3% | 5,873 | $466K |
| Iowa State Bank | 0.09% | Reduce -4.3% | 5,768 | $458K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.6% | 5,766 | $458K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.5% | 5,550 | $449K |
| Plato Investment Management Ltd | 0.03% | Add +0.1% | 5,668 | $449K |
| Versor Investments LP | 0.08% | Reduce -67.5% | 5,565 | $442K |
| Investment Management Corp of Ontario | 0.01% | Reduce -14.0% | 5,520 | $438K |
| GAMMA Investing LLC | 0.03% | Reduce -4.0% | 5,444 | $432K |
| IHT Wealth Management, LLC | 0.01% | Add +3.4% | 5,425 | $431K |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 5,407 | $429K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.7% | 5,397 | $429K |
| Alteri Wealth LLC | 0.17% | Add +26.2% | 5,368 | $426K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -9.7% | 5,364 | $426K |
| Baader Bank Aktiengesellschaft | 0.04% | Add +102.3% | 5,355 | $425K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -1.3% | 5,338 | $424K |
| Lido Advisors, LLC | 0.00% | Add +10.0% | 5,277 | $419K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -3.4% | 5,217 | $414K |
| Belpointe Asset Management LLC | 0.02% | Add +10.2% | 5,209 | $414K |
| Benin Management CORP | 0.11% | No change | 5,200 | $413K |
| Centennial Wealth Advisory LLC | 0.13% | Add +15.3% | 5,183 | $412K |
| Gsa Capital Partners LLP | 0.03% | Reduce -67.2% | 5,129 | $407K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.5% | 5,062 | $404K |
| NorthRock Partners, LLC | 0.01% | Add +9.3% | 5,067 | $402K |
| Impact Partnership Wealth, LLC | 0.07% | New | 5,064 | $402K |
| Twin Capital Management Inc. | 0.04% | Reduce -0.9% | 5,060 | $402K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -10.0% | 5,058 | $402K |
| Independent Advisor Alliance | 0.01% | Add +0.2% | 5,018 | $399K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.6% | 4,907 | $390K |
| ClearAlpha Technologies LP | 1.12% | New | 4,897 | $389K |
| Asahi Life Asset Management Co., LTD. | 0.23% | New | 4,870 | $387K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.5% | 4,802 | $381K |
| Petrus Trust Company, LTA | 0.04% | Add +9.3% | 4,765 | $378K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.2% | 4,732 | $376K |
| Two Sigma Securities, LLC | 0.05% | New | 4,726 | $375K |
| Callan Family Office, LLC | 0.01% | New | 4,718 | $375K |
| Blueshift Asset Management, LLC | 0.11% | New | 4,685 | $372K |
| Waldron Private Wealth LLC | 0.02% | No change | 4,656 | $370K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +94.0% | 4,649 | $369K |
| Praxis Investment Management Inc. | 0.02% | Reduce -34.9% | 4,630 | $368K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -30.9% | 4,601 | $366K |
| Focus Financial Network, Inc. | 0.01% | Add +40.5% | 4,584 | $364K |
| Mufg Securities Americas Inc. | 0.03% | Add +22.7% | 4,571 | $363K |
| Csenge Advisory Group | 0.02% | Add +0.5% | 4,591 | $358K |
| Nilsine Partners, LLC | 0.04% | Reduce -2.5% | 4,479 | $356K |
| Teza Capital Management LLC | 0.26% | Reduce -74.7% | 4,471 | $355K |
| Arete Wealth Advisors, LLC | 0.03% | Add +7.8% | 4,460 | $354K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -0.6% | 4,457 | $354K |
| Rexford Capital Inc. | 0.29% | — | 4,456 | $354K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -20.5% | 4,319 | $343K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.3% | 4,300 | $342K |
| AlphaStar Capital Management, LLC | 0.02% | New | 4,210 | $334K |
| Benjamin Edwards Inc. | 0.00% | Reduce -5.5% | 4,203 | $334K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,182 | $332K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.2% | 4,162 | $331K |
| Optima Capital LLC | 0.18% | New | 4,152 | $330K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.0% | 4,035 | $321K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 3,995 | $317K |
| Canada Post Corp Registered Pension Plan | 0.02% | New | 3,966 | $315K |
| Adams Wealth Management | 0.06% | Reduce -63.2% | 3,930 | $312K |
| CacheTech Inc. | 0.06% | Reduce -63.2% | 3,930 | $312K |
| Axq Capital, LP | 0.10% | New | 3,912 | $311K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.9% | 3,901 | $310K |
| Brooklyn Investment Group | 0.04% | Add +16.5% | 3,878 | $308K |
| Glaxis Capital Management, LLC | 0.41% | Add +1.0% | 3,870 | $307K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.9% | 3,861 | $307K |
| Robinson Smith Wealth Advisors LLC | 0.24% | No change | 3,821 | $304K |
| LVW Advisors, LLC | 0.03% | New | 3,741 | $297K |
| Sageworth Trust Co of South Dakota | 0.32% | No change | 3,697 | $294K |
| Gotham Asset Management | 0.00% | Reduce -42.1% | 3,671 | $292K |
| Central Pacific Bank - Trust Division | 0.04% | Add +10.2% | 3,642 | $289K |
| Brighton Jones LLC | 0.01% | Add +5.5% | 3,618 | $287K |
| Atria Investments, Inc | 0.00% | Reduce -11.2% | 3,618 | $287K |
| One Wealth Advisors, LLC | 0.04% | New | 3,617 | $287K |
| iA Global Asset Management Inc. | 0.00% | Reduce -30.1% | 3,607 | $287K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -13.1% | 3,600 | $286K |
| Sompo Asset Management Co., Ltd. | 0.05% | No change | 3,590 | $285K |
| Iron Horse Wealth Management, LLC | 0.08% | Add +3.5% | 3,589 | $285K |
| Burney Co./ | 0.01% | Reduce -2.3% | 3,585 | $285K |
| Scientech Research LLC | 0.07% | Reduce -66.3% | 3,557 | $283K |
| First Citizens Financial Corp | 0.15% | No change | 3,522 | $280K |
| Mutual Advisors, LLC | 0.01% | Add +21.0% | 3,335 | $270K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 3,393 | $270K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.5% | 3,340 | $265K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -4.4% | 3,337 | $265K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | No change | 3,332 | $265K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.0% | 3,326 | $264K |
| Horizon Investments, LLC | 0.00% | Add +9.5% | 3,309 | $263K |
| Credit Industriel Et Commercial | 0.06% | Add +64.3% | 3,293 | $262K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -3.5% | 3,287 | $261K |
| Huntington National Bank | 0.00% | Add +7.0% | 3,272 | $260K |
| Exchange Traded Concepts, LLC | 0.00% | Add +6.9% | 3,268 | $260K |
| Chesley Taft & Associates LLC | 0.01% | Add +0.1% | 3,263 | $259K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.7% | 3,251 | $258K |
| Regal Investment Advisors LLC | 0.02% | Reduce -8.6% | 3,243 | $258K |
| Blackhawk Capital Partners, LLC | 0.12% | Reduce -3.1% | 3,232 | $257K |
| Brown Advisory Inc. | 0.00% | Add +1.7% | 3,227 | $256K |
| Blair William & Co. | 0.00% | Reduce -8.1% | 3,207 | $255K |
| International Private Wealth Advisors LLC | 0.22% | Add +1.8% | 3,198 | $254K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,151 | $250K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.8% | 3,142 | $250K |
| Seeds Investor LLC | 0.06% | Reduce -26.9% | 3,092 | $246K |
| Rothschild Investment LLC | 0.02% | Add +0.5% | 3,084 | $245K |
| Keybank National Association | 0.00% | Reduce -7.7% | 3,083 | $245K |
| Resolute Wealth Strategies, LLC | 0.13% | Add +0.5% | 3,058 | $243K |
| Renaissance Group LLC | 0.01% | Reduce -11.5% | 3,057 | $243K |
| Rockland Trust Co. | 0.01% | No change | 3,046 | $242K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -0.2% | 3,003 | $239K |
| Security National Bank of So Dak | 0.13% | Reduce -3.9% | 3,000 | $238K |
| Glassy Mountain Advisors, Inc. | 0.08% | No change | 3,000 | $238K |
| Patton Fund Management, Inc. | 0.05% | New | 2,998 | $238K |
| RIA Advisory Group LLC | 0.07% | Add +0.2% | 2,981 | $237K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -62.8% | 2,958 | $235K |
| Wedmont Private Capital | 0.01% | Reduce -7.2% | 2,886 | $233K |
| Busey Bank | 0.01% | Reduce -0.2% | 2,907 | $231K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -19.8% | 2,905 | $231K |
| Brookstone Capital Management | 0.00% | Add +1.4% | 2,904 | $231K |
| DRW Securities, LLC | 0.02% | New | 2,903 | $231K |
| Apella Capital, LLC | 0.01% | New | 2,851 | $229K |
| Balefire, LLC | 0.05% | Add +15.7% | 2,849 | $226K |
| Summit Trail Advisors, LLC | 0.00% | New | 2,847 | $226K |
| Nicolet Bankshares Inc. | 0.04% | No change | 2,845 | $226K |
| Ballentine Partners, LLC | 0.00% | Add +0.1% | 2,798 | $222K |
| Vise Technologies, Inc. | 0.01% | — | 2,791 | $222K |
| Park National Corp. | 0.01% | No change | 2,787 | $221K |
| Essex Financial Services, Inc. | 0.01% | Reduce -0.8% | 2,721 | $216K |
| Kinloch Capital, LLC | 0.10% | No change | 2,675 | $212K |
| Westmount Partners, LLC | 0.06% | Reduce -0.5% | 2,673 | $212K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -0.8% | 2,671 | $212K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.1% | 2,666 | $212K |
| Banco Santander, S.A. | 0.00% | No change | 2,639 | $210K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.1% | 2,622 | $208K |
| Beacon Financial Group | 0.02% | Reduce -3.9% | 2,620 | $208K |
| CX Institutional | 0.01% | Add +17.7% | 2,623 | $208K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,617 | $208K |
| Whittier Trust Co. | 0.00% | No change | 2,592 | $206K |
| Sageworth Trust Co | 0.01% | No change | 2,577 | $205K |
| FORA Capital, LLC | 0.02% | New | 2,574 | $204K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.5% | 2,538 | $204K |
| AXA S.A. | 0.00% | New | 2,553 | $203K |
| Valeo Financial Advisors, LLC | 0.00% | New | 2,533 | $201K |
| Tsfg, LLC | 0.04% | Add +0.9% | 2,524 | $201K |
| First Nebraska Trust Co | 0.02% | Reduce -0.8% | 2,529 | $201K |
| Signaturefd, LLC | 0.00% | Reduce -4.0% | 2,443 | $194K |
| State of Wyoming | 0.02% | Add +11.7% | 2,415 | $192K |
| UMB Bank, n.a. | 0.00% | Reduce -24.6% | 2,314 | $184K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +96.2% | 2,278 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,270 | $180K |
| West Financial Advisors, LLC | 0.03% | Reduce -2.1% | 1,830 | $145K |
| Capital Analysts, LLC | 0.00% | Add +9.1% | 1,809 | $144K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.3% | 1,809 | $144K |
| Silvant Capital Management LLC | 0.01% | No change | 1,747 | $139K |
| Van Eck Associates Corp. | 0.00% | New | 1,720 | $137K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -30.1% | 1,706 | $135K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,697 | $135K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.9% | 1,680 | $133K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.1% | 1,679 | $133K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.7% | 1,674 | $133K |
| Global Retirement Partners, LLC | 0.00% | — | 1,633 | $130K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,576 | $125K |
| Ossiam | 0.00% | Reduce -98.7% | 1,575 | $125K |
| LGT Financial Advisors LLC | 0.31% | Add +1.1% | 1,535 | $122K |
| Larson Financial Group LLC | 0.00% | Add +122.0% | 1,514 | $120K |
| Arax Advisory Partners | 0.01% | Add +31.3% | 1,467 | $117K |
| JNBA Financial Advisors | 0.01% | No change | 1,432 | $114K |
| Nemes Rush Group LLC | 0.01% | Reduce -11.8% | 1,428 | $113K |
| Hills Bank & Trust Co | 0.01% | No change | 1,402 | $111K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +6.0% | 1,366 | $109K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,380 | $106K |
| Compass Financial Services Inc | 0.05% | Add +19.7% | 1,294 | $103K |
| Manchester Capital Management LLC | 0.01% | Add +0.2% | 1,273 | $101K |
| Spire Wealth Management | 0.00% | Add +221.7% | 1,258 | $100K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.4% | 1,233 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -8.6% | 1,228 | $98K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -2.4% | 1,202 | $95K |
| Richardson Financial Services Inc. | 0.06% | Add +0.9% | 1,150 | $93K |
| Versant Capital Management, Inc | 0.01% | Reduce -26.0% | 1,143 | $91K |
| Olistico Wealth, LLC | 0.05% | Add +1.0% | 1,137 | $90K |
| CVA Family Office, LLC | 0.01% | Add +8.6% | 1,122 | $89K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.3% | 1,102 | $88K |
| Ofi Invest Asset Management | 0.00% | New | 1,222 | $83K |
| RMG Wealth Management LLC | 0.01% | — | 992 | $80K |
| Pingora Partners LLC | 0.06% | No change | 1,000 | $79K |
| Blue Trust, Inc. | 0.00% | Reduce -3.8% | 965 | $77K |
| Security National Bank | 0.01% | Reduce -65.7% | 960 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 951 | $76K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $75K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 938 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -7.6% | 881 | $70K |
| TCTC Holdings, LLC | 0.00% | No change | 875 | $70K |
| TFC Financial Management, Inc. | 0.01% | Add +3.7% | 871 | $69K |
| First Command Advisory Services, Inc. | 0.00% | No change | 864 | $69K |
| Essential Partners LLC | 0.03% | — | 862 | $68K |
| Binnacle Investments Inc | 0.04% | No change | 769 | $61K |
| Private Trust Co. NA | 0.01% | Add +127.2% | 768 | $61K |
| Clearstead Advisors, LLC | 0.00% | Add +17.1% | 767 | $61K |
| Covestor Ltd | 0.04% | Add +11.7% | 757 | $60K |
| Stephens Consulting, LLC | 0.01% | Add +0.1% | 726 | $58K |
| Bokf, NA | 0.00% | Reduce -57.8% | 715 | $57K |
| Whipplewood Advisors, LLC | 0.03% | Add +17400.0% | 700 | $56K |
| Godsey & Gibb, Inc. | 0.01% | No change | 700 | $56K |
| WFA Asset Management Corp | 0.03% | Add +0.6% | 688 | $54K |
| MV Capital Management, Inc. | 0.01% | Add +229.6% | 679 | $54K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 664 | $53K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +19.8% | 654 | $52K |
| Tompkins Financial Corp. | 0.00% | No change | 650 | $52K |
| Brown Brothers Harriman & Co. | 0.00% | Add +32.9% | 646 | $51K |
| Sentry Investment Management LLC | 0.03% | No change | 628 | $51K |
| City Holding Co. | 0.01% | No change | 635 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +94.7% | 625 | $50K |
| MUFG Securities EMEA plc | 0.00% | New | 620 | $49K |
| Bfsg, LLC | 0.01% | Add +3.0% | 609 | $48K |
| Hantz Financial Services, Inc. | 0.00% | Add +206.6% | 604 | $48K |
| Golden State Wealth Management, LLC | 0.01% | No change | 596 | $47K |
| Hemington Wealth Management | 0.01% | Add +0.8% | 593 | $47K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 583 | $46K |
| Sit Investment Associates Inc. | 0.00% | No change | 575 | $46K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 577 | $46K |
| Winch Advisory Services, LLC | 0.01% | Reduce -7.4% | 572 | $45K |
| Legacy Bridge, LLC | 0.02% | No change | 570 | $45K |
| Motco | 0.00% | Reduce -4.1% | 581 | $45K |
| CYBER HORNET ETFs LLC | 0.03% | New | 565 | $45K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -17.4% | 560 | $44K |
| Clean Yield Group | 0.01% | No change | 559 | $44K |
| ORG Partners LLC | 0.01% | Add +7.7% | 547 | $44K |
| GeoWealth Management, LLC | 0.00% | Add +18.4% | 554 | $44K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 548 | $44K |
| Stilwell Value LLC | 0.03% | No change | 547 | $43K |
| Cromwell Holdings LLC | 0.03% | Add +5.6% | 530 | $42K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 528 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.6% | 512 | $41K |
| Westpac Banking Corp. | 0.00% | No change | 511 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.9% | 494 | $39K |
| PrairieView Partners, LLC | 0.00% | No change | 499 | $39K |
| Navigoe, LLC | 0.03% | No change | 488 | $38K |
| Johnson Financial Group, Inc. | 0.00% | No change | 478 | $38K |
| First Community Trust NA | 0.03% | Reduce -41.7% | 476 | $38K |
| Ameriflex Group, Inc. | 0.02% | Add +4.7% | 473 | $37K |
| Fortis Group Advisors, LLC | 0.01% | No change | 458 | $36K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -57.0% | 453 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.4% | 450 | $36K |
| Paladin Advisory Group, LLC | 0.03% | No change | 449 | $36K |
| Group One Trading LLC | 0.00% | New | 447 | $36K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 423 | $34K |
| BankPlus Trust Department | 0.01% | No change | 422 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 414 | $33K |
| Fortitude Family Office, LLC | 0.01% | Reduce -4.7% | 406 | $32K |
| Colonial Trust Co / SC | 0.00% | Add +16.1% | 403 | $32K |
| Private Wealth Asset Management, LLC | 0.00% | Add +163.4% | 403 | $32K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 396 | $31K |
| MCF Advisors LLC | 0.00% | No change | 394 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 384 | $31K |
| Curio Wealth, LLC | 0.01% | Add +37800.0% | 379 | $30K |
| Quarry LP | 0.01% | New | 379 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 374 | $30K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 372 | $30K |
| Toth Financial Advisory Corp. | 0.00% | No change | 365 | $29K |
| Bell Investment Advisors, Inc | 0.00% | No change | 358 | $28K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 357 | $28K |
| American National Bank & Trust | 0.00% | New | 349 | $28K |
| Capital A Wealth Management, LLC | 0.30% | Add +5533.3% | 338 | $27K |
| Traub Capital Management LLC | 0.02% | — | 331 | $26K |
| Acadian Asset Management LLC | 0.00% | Reduce -99.7% | 321 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 296 | $25K |
| Concord Wealth Partners | 0.00% | No change | 310 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +1.0% | 309 | $25K |
| Meeder Asset Management Inc. | 0.00% | Add +28.6% | 306 | $24K |
| New Age Alpha Advisors, LLC | 0.00% | No change | 302 | $24K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $24K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.0% | 300 | $24K |
| First Pacific Financial | 0.00% | No change | 295 | $23K |
| Pflug Koory, LLC | 0.01% | No change | 285 | $23K |
| North Star Investment Management Corp. | 0.00% | No change | 277 | $22K |
| NewSquare Capital LLC | 0.00% | Reduce -10.4% | 1,850 | $22K |
| Hoertkorn Richard Charles | 0.01% | No change | 272 | $22K |
| Beacon Capital Management, LLC | 0.00% | Add +0.4% | 265 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 264 | $21K |
| True Wealth Design, LLC | 0.01% | Add +158.4% | 261 | $21K |
| Key Financial Inc | 0.00% | No change | 253 | $20K |
| YANKCOM Partnership | 0.01% | No change | 248 | $20K |
| St Germain D J Co. Inc. | 0.00% | Reduce -20.6% | 239 | $19K |
| Financial Perspectives, Inc | 0.01% | Reduce -24.2% | 238 | $19K |
| Grove Bank & Trust | 0.00% | Add +12.9% | 236 | $19K |
| Caldwell Trust Co | 0.00% | No change | 235 | $19K |
| Valley National Advisers Inc. | 0.00% | Reduce -0.4% | 235 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +81.3% | 223 | $18K |
| GW&K Investment Management, LLC | 0.00% | Add +55.9% | 212 | $17K |
| SRH Advisors, LLC | 0.01% | No change | 211 | $17K |
| DT Investment Partners, LLC | 0.00% | No change | 210 | $17K |
| First Horizon Advisors, Inc. | 0.00% | No change | 209 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | Add +215.2% | 208 | $17K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -88.6% | 208 | $17K |
| Kentucky Trust Co | 0.01% | No change | 200 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | New | 200 | $16K |
| Trust Co. of Toledo NA | 0.00% | New | 200 | $16K |
| Clearstead Trust, LLC | 0.00% | Reduce -12.4% | 198 | $16K |
| Union Savings Bank | 0.01% | No change | 195 | $15K |
| Alpine Bank Wealth Management | 0.00% | No change | 189 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 189 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 190 | $15K |
| Smithfield Trust Co | 0.00% | No change | 190 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.5% | 185 | $15K |
| Investors Research Corp | 0.00% | No change | 173 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 173 | $14K |
| Team Financial Group, LLC | 0.01% | New | 171 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -19.8% | 170 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 169 | $13K |
| Marquette Asset Management, LLC | 0.00% | Reduce -97.0% | 168 | $13K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -8.3% | 165 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 161 | $13K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 160 | $13K |
| Trust Co. of Vermont | 0.00% | No change | 157 | $12K |
| CoreFirst Bank & Trust | 0.01% | New | 150 | $12K |
| Zions Bancorporation, National Association | 0.00% | Reduce -62.9% | 150 | $12K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -9.9% | 145 | $12K |
| Total Investment Management Inc. | 0.00% | New | 145 | $12K |
| Summit Securities Group LLC | 0.00% | New | 138 | $11K |
| Burkett Financial Services, LLC | 0.00% | Add +0.8% | 135 | $11K |
| Holos Integrated Wealth LLC | 0.01% | No change | 138 | $11K |
| Twin Tree Management, LP | 0.00% | New | 133 | $11K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 132 | $10K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | New | 130 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 130 | $10K |
| Ancora Advisors LLC | 0.00% | Add +37.8% | 124 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.0% | 129 | $10K |
| PFS Partners, LLC | 0.00% | New | 122 | $10K |
| Painted Porch Advisors LLC | 0.00% | No change | 119 | $9K |
| Sachetta, LLC | 0.00% | No change | 115 | $9K |
| Centricity Wealth Management, LLC | 0.01% | No change | 115 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -54.5% | 115 | $9K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 114 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 109 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 103 | $8K |
| Princeton Global Asset Management LLC | 0.00% | New | 102 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 100 | $8K |
| Graney & King, LLC | 0.01% | New | 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 |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -19.7% | 94 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -26.4% | 89 | $7K |
| Westend Capital Management, LLC | 0.00% | No change | 80 | $6K |
| SouthState Bank Corp | 0.00% | Reduce -62.9% | 79 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 78 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 78 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | New | 75 | $6K |
| Vision Financial Markets LLC | 0.01% | Add +2.7% | 75 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -74.8% | 73 | $6K |
| GFG Capital, LLC | 0.00% | New | 73 | $6K |
| Legacy Investment Solutions, LLC | 0.00% | — | 72 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 72 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 71 | $6K |
| New Millennium Group LLC | 0.00% | Reduce -66.7% | 68 | $5K |
| IMG Wealth Management, Inc. | 0.00% | New | 58 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 45 | $4K |
| Howard Hughes Medical Institute | 0.00% | New | 45 | $4K |
| Archer Investment Corp | 0.00% | No change | 44 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +250.0% | 42 | $3K |
| Abound Wealth Management | 0.00% | No change | 41 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $3K |
| HM Payson & Co. | 0.00% | No change | 39 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -54.2% | 38 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -2.8% | 35 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.06% | No change | 35 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 34 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 29 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 28 | $2K |
| LRI Investments, LLC | 0.00% | No change | 26 | $2K |
| Maseco LLP | 0.00% | — | 26 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -44.4% | 25 | $2K |
| Garde Capital, Inc. | 0.00% | No change | 25 | $2K |
| Sierra Ocean, LLC | 0.00% | Reduce -42.9% | 20 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +250.0% | 21 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 20 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $2K |
| Kilter Group LLC | 0.00% | New | 19 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 18 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +150.0% | 15 | $1K |
| Nvwm, LLC | 0.00% | New | 15 | $1K |
| Avion Wealth | 0.00% | Reduce -10.0% | 18 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 21 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +71.4% | 12 | $953 |
| Aspect Partners, LLC | 0.00% | Reduce -35.3% | 11 | $874 |
| HFM Investment Advisors, LLC | 0.00% | Add +120.0% | 11 | $874 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +50.0% | 9 | $715 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -40.0% | 9 | $715 |
| Valued Wealth Advisors LLC | 0.00% | No change | 8 | $640 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 8 | $636 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $635 |
| American Capital Advisory, LLC | 0.00% | Add +250.0% | 7 | $557 |
| Activest Wealth Management | 0.00% | Reduce -80.0% | 7 | $556 |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -76.7% | 7 | $556 |
| Strengthening Families & Communities, LLC | 0.00% | New | 6 | $481 |
| Addison Advisors LLC | 0.00% | New | 6 | $477 |
| Quaker Wealth Management, LLC | 0.00% | — | 4 | $318 |
| WestEnd Advisors, LLC | 0.00% | Reduce -33.3% | 4 | $318 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $162 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $91 |
| Y.D. More Investments Ltd | 0.00% | Reduce -34.9% | 196 | $46 |
| Crowley Wealth Management, Inc. | 0.00% | No change | 28 | $0 |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.