Principal Financial GroupPFG
13F holders, Q4 2025 (December 31)893holders +64
95new positions
60sold out
7famous investors
$88.20avg. 13F price*
At the end of Q4 2025, 893 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 64 from Q3 2025. 95 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.8B) and Nippon Life Insurance Co. ($1.6B). 7 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $79.3M |
| Exits | 60 | $90.2M |
All 13F filers, Q3 2025 → Q4 2025: 9,760,878 shares bought and 12,508,929 shares sold, net −2,748,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 893 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 26,969,104 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +1.9% | 20,414,121 | $1.8B |
| Nippon Life Insurance Co. | 27.53% | No change | 18,137,000 | $1.6B |
| State Street Corp. | 0.03% | Reduce -0.5% | 10,509,360 | $927.0M |
| Bank of America Corp. | 0.05% | Reduce -0.3% | 8,399,133 | $740.9M |
| Geode Capital Management, LLC | 0.03% | Reduce -0.7% | 5,575,729 | $489.9M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.0% | 3,767,182 | $332.3M |
| Northern Trust Corp. | 0.04% | Reduce -1.2% | 3,427,612 | $302.3M |
| Invesco Ltd. | 0.03% | Reduce -2.7% | 3,284,734 | $289.7M |
| Norges Bank | 0.03% | — | 3,098,015 | $273.3M |
| Morgan Stanley | 0.02% | Add +1.8% | 3,079,857 | $271.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +5.8% | 2,499,181 | $220.5M |
| AQR Capital Management | 0.11% | Add +112.8% | 2,348,233 | $207.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +9.9% | 1,976,898 | $174.4M |
| Legal & General Group Plc | 0.03% | Add +1.5% | 1,639,302 | $144.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.0% | 1,444,682 | $127.4M |
| Amundi | 0.03% | Reduce -19.9% | 1,236,385 | $109.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.7% | 1,213,883 | $107.1M |
| Deutsche Bank AG | 0.03% | Add +9.5% | 1,154,605 | $101.8M |
| JPMorgan Chase & Co. | 0.01% | Add +9.2% | 1,067,815 | $94.2M |
| UBS Group AG | 0.02% | Reduce -52.6% | 959,342 | $84.6M |
| AustralianSuper Pty Ltd | 0.37% | Add +9.6% | 896,710 | $79.1M |
| HSBC Holdings PLC | 0.04% | Add +1.8% | 812,064 | $71.7M |
| Royal Bank of Canada | 0.01% | Reduce -54.1% | 768,682 | $67.8M |
| Marshall Wace, LLP | 0.06% | Add +71.6% | 732,606 | $64.6M |
| First Trust Advisors LP | 0.04% | Add +18.6% | 688,028 | $60.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +67.5% | 623,684 | $55.0M |
| Swiss National Bank | 0.03% | Reduce -5.5% | 610,900 | $53.9M |
| FMR LLC | 0.00% | Add +0.1% | 610,521 | $53.9M |
| Weiss Asset Management LP | 0.97% | Add +597.5% | 608,926 | $53.7M |
| Citadel Advisors | 0.04% | Add +263.3% | 596,575 | $52.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -84.8% | 591,838 | $52.2M |
| Barclays PLC | 0.02% | Reduce -12.8% | 584,244 | $51.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -28.1% | 577,889 | $51.0M |
| Nuveen, LLC | 0.01% | Reduce -2.1% | 548,524 | $48.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -16.1% | 523,859 | $46.2M |
| LPL Financial LLC | 0.01% | Add +338.9% | 521,319 | $46.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -7.3% | 520,463 | $45.9M |
| Bridgewater Associates | 0.15% | Reduce -3.3% | 475,487 | $41.9M |
| Teacher Retirement System of Texas | 0.14% | Add +117.0% | 468,336 | $41.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.0% | 455,175 | $40.7M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -33.3% | 459,205 | $40.5M |
| Rhumbline Advisers | 0.03% | Reduce -8.4% | 451,478 | $39.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +129.8% | 437,217 | $38.6M |
| American Century Companies Inc. | 0.02% | Add +38.8% | 429,991 | $37.9M |
| California Public Employees Retirement System | 0.02% | Reduce -3.0% | 412,402 | $36.4M |
| Wedge Capital Management L L P | 0.65% | Add +1173.8% | 411,887 | $36.3M |
| California State Teachers Retirement System | 0.04% | Add +2.8% | 405,497 | $35.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.21% | Add +78.1% | 397,100 | $35.0M |
| KBC Group NV | 0.08% | Add +1144.6% | 397,070 | $35.0M |
| Fort Washington Investment Advisors Inc. | 0.18% | Add +26.1% | 393,629 | $34.7M |
| North Star Asset Management Inc. | 1.38% | Reduce -1.6% | 388,746 | $34.3M |
| Trust Point Inc. | 2.57% | Reduce -0.1% | 369,443 | $32.6M |
| Conning Inc. | 1.15% | Reduce -10.0% | 368,763 | $32.5M |
| Eurizon Capital SGR S.p.A. | 0.10% | — | 368,119 | $32.5M |
| Raymond James Financial Inc. | 0.01% | Add +66.7% | 321,565 | $28.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 300,121 | $26.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +10.2% | 280,919 | $24.8M |
| Interval Partners, LP | 0.58% | Add +99.8% | 280,590 | $24.8M |
| Two Sigma Investments, LP | 0.04% | Reduce -37.4% | 262,337 | $23.1M |
| Wells Fargo & Company | 0.00% | Add +18.8% | 259,347 | $22.9M |
| Sound Income Strategies, LLC | 1.02% | Reduce -0.8% | 244,092 | $21.6M |
| SG Americas Securities, LLC | 0.03% | Add +2878.1% | 244,711 | $21.6M |
| Citigroup Inc. | 0.01% | Add +17.6% | 239,433 | $21.1M |
| Alliancebernstein L.P. | 0.01% | Add +1.0% | 236,836 | $20.9M |
| Korea Investment CORP | 0.04% | Add +24.9% | 235,766 | $20.8M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +15.9% | 231,285 | $20.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +103.4% | 229,903 | $20.3M |
| Acadian Asset Management LLC | 0.03% | Add +144.5% | 225,123 | $19.9M |
| GW Henssler & Associates Ltd. | 0.95% | Add +2.1% | 223,539 | $19.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 218,990 | $19.3M |
| State of Wisconsin Investment Board | 0.04% | Add +5.8% | 217,211 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 215,144 | $19.0M |
| Mairs & Power Inc. | 0.18% | Reduce -16.7% | 211,818 | $18.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +49.2% | 207,809 | $18.4M |
| Swedbank AB | 0.02% | No change | 206,073 | $18.2M |
| Caisse de depot et placement du Quebec | 0.03% | New | 204,500 | $18.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -13.4% | 203,653 | $18.0M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 202,996 | $17.9M |
| Aviva PLC | 0.03% | Add +4.4% | 193,232 | $17.0M |
| Bank of Montreal | 0.01% | Reduce -3.1% | 191,598 | $16.9M |
| Cerity Partners LLC | 0.02% | Add +224.0% | 180,494 | $15.9M |
| New York State Teachers Retirement System | 0.03% | Add +12.2% | 179,303 | $15.8M |
| AE Wealth Management LLC | 0.09% | Add +4.7% | 178,641 | $15.8M |
| Jane Street Group, LLC | 0.02% | Add +1395.9% | 170,761 | $15.1M |
| Canada Pension Plan Investment Board | 0.01% | No change | 168,710 | $14.9M |
| Capital Management Corp. | 2.43% | Reduce -2.6% | 168,206 | $14.8M |
| Storebrand Asset Management As | 0.04% | Reduce -4.1% | 167,015 | $14.7M |
| Quantinno Capital Management LP | 0.03% | Add +30.0% | 166,387 | $14.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +1.7% | 163,759 | $14.5M |
| Focus Partners Wealth | 0.02% | Reduce -13.1% | 161,965 | $14.3M |
| Aberdeen Group plc | 0.02% | Reduce -4.9% | 161,708 | $14.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +67.2% | 158,121 | $13.9M |
| Forsta Ap-Fonden | 0.08% | Reduce -0.4% | 157,900 | $13.9M |
| Man Group plc | 0.02% | Reduce -77.3% | 144,831 | $12.8M |
| Franklin Resources Inc. | 0.00% | Add +28.6% | 144,828 | $12.8M |
| Public Sector Pension Investment Board | 0.04% | Add +229.5% | 144,076 | $12.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -26.2% | 143,954 | $12.7M |
| Allianz Asset Management GmbH | 0.01% | Add +286.8% | 138,344 | $12.2M |
| Azimuth Capital Investment Management LLC | 0.44% | Add +2.6% | 137,953 | $12.2M |
| AMG National Trust Bank | 0.28% | Add +28.6% | 135,195 | $11.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.1% | 135,067 | $11.9M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -1.8% | 131,942 | $11.6M |
| New York State Common Retirement Fund | 0.02% | No change | 130,685 | $11.5M |
| Millennium Management | 0.01% | Reduce -52.0% | 128,297 | $11.3M |
| Danske Bank A/S | 0.02% | Add +12.2% | 120,507 | $10.6M |
| Toronto Dominion Bank | 0.02% | Add +19.0% | 118,223 | $10.4M |
| Prudential Financial Inc. | 0.01% | Reduce -7.7% | 118,114 | $10.4M |
| LBP Am SA | 0.12% | New | 117,897 | $10.4M |
| Goelzer Investment Management, Inc. | 0.48% | Add +0.3% | 116,588 | $10.3M |
| TD Asset Management Inc | 0.01% | Reduce -7.7% | 114,837 | $10.1M |
| Mediolanum International Funds Ltd | 0.10% | Reduce -10.9% | 113,452 | $10.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.1% | 113,823 | $10.0M |
| Xponance LLC | 0.07% | Add +4.3% | 113,224 | $10.0M |
| Cetera Investment Advisers | 0.01% | Add +33.6% | 109,729 | $9.7M |
| Illinois Municipal Retirement Fund | 0.12% | Add +0.4% | 108,712 | $9.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.0% | 101,359 | $8.9M |
| APG Asset Management N.V. | 0.02% | Reduce -8.5% | 115,521 | $8.7M |
| Cambria Investment Management, L.P. | 0.50% | Reduce -13.7% | 96,304 | $8.5M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.57% | Reduce -43.5% | 95,200 | $8.4M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.4% | 93,412 | $8.3M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -8.7% | 91,182 | $8.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.3% | 87,328 | $7.7M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +0.6% | 86,815 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.8% | 86,523 | $7.6M |
| Nisa Investment Advisors, LLC | 0.03% | Add +2.3% | 86,166 | $7.6M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -2.7% | 86,084 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -4.9% | 84,176 | $7.4M |
| Candriam S.C.A. | 0.04% | Add +400.8% | 84,039 | $7.4M |
| KLP Kapitalforvaltning As | 0.03% | Add +0.8% | 82,645 | $7.3M |
| Credit Agricole S A | 0.02% | Add +8.8% | 82,456 | $7.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -1.8% | 82,295 | $7.3M |
| Mariner, LLC | 0.01% | Add +134.9% | 77,617 | $6.8M |
| Munich Reinsurance Co Stock Corp in Munich | 0.16% | Add +4279.5% | 76,204 | $6.8M |
| Bank of Nova Scotia | 0.01% | Add +187.0% | 74,898 | $6.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.8% | 73,978 | $6.5M |
| DMKC Advisory Services, LLC | 2.82% | Reduce -0.8% | 72,835 | $6.4M |
| Creative Planning | 0.00% | Add +38.0% | 72,487 | $6.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 71,558 | $6.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +33.3% | 70,591 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -38.2% | 65,219 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -2.0% | 69,882 | $6.2M |
| National Bank of Canada | 0.01% | Reduce -52.5% | 69,685 | $6.1M |
| Comerica Bank | 0.02% | Add +64.1% | 68,027 | $6.0M |
| CI Investments Inc. | 0.03% | Reduce -10.8% | 66,029 | $5.8M |
| Dean Investment Associates, LLC | 0.82% | Reduce -4.1% | 65,238 | $5.8M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +1.7% | 64,215 | $5.7M |
| Holocene Advisors, LP | 0.01% | Reduce -33.7% | 64,036 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 63,600 | $5.6M |
| Wealthfront Advisers LLC | 0.01% | Add +14.5% | 63,177 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 61,414 | $5.4M |
| Unison Advisors LLC | 0.47% | Add +1.0% | 61,243 | $5.4M |
| Arizona State Retirement System | 0.03% | Reduce -8.0% | 61,035 | $5.4M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -9.6% | 60,984 | $5.4M |
| Nordea Investment Management AB | 0.00% | Add +22.4% | 59,852 | $5.3M |
| SummitTX Capital, L.P. | 0.16% | Add +368.4% | 60,138 | $5.3M |
| Nomura Asset Management International Inc. | 0.01% | — | 57,731 | $5.1M |
| Mackenzie Financial Corp. | 0.01% | Add +45.1% | 56,731 | $5.0M |
| Alerus Financial NA | 0.25% | Add +6.8% | 56,863 | $5.0M |
| State of Michigan Retirement System | 0.02% | Reduce -1.7% | 56,580 | $5.0M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -90.5% | 56,195 | $5.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 55,500 | $4.9M |
| Ossiam | 0.10% | Add +967.5% | 55,297 | $4.9M |
| Natixis | 0.02% | Add +528.3% | 54,018 | $4.8M |
| CIBC Asset Management Inc | 0.01% | Add +50.5% | 53,126 | $4.7M |
| Czech National Bank | 0.03% | Add +2.4% | 52,717 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +47.3% | 50,386 | $4.6M |
| Captrust Financial Advisors | 0.01% | Add +27.4% | 51,996 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +5.8% | 51,491 | $4.5M |
| MUFG Securities EMEA plc | 0.05% | Add +1219.5% | 51,196 | $4.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +0.7% | 50,973 | $4.5M |
| Kerusso Capital Management LLC | 2.07% | Add +174.2% | 50,822 | $4.5M |
| Ieq Capital, LLC | 0.01% | New | 50,459 | $4.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -84.4% | 49,700 | $4.4M |
| IFM Investors Pty Ltd | 0.04% | Reduce -0.1% | 48,974 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.8% | 48,212 | $4.3M |
| HRT Financial LP | 0.01% | Add +58.9% | 48,019 | $4.2M |
| Kintegral Advisory, LLC | 0.35% | Reduce -2.7% | 47,134 | $4.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -4.5% | 46,503 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.4% | 45,320 | $4.0M |
| Groupe la Francaise | 0.06% | Reduce -0.1% | 45,279 | $4.0M |
| Econ Financial Services Corp | 1.99% | New | 44,914 | $4.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -1.3% | 44,875 | $4.0M |
| DNB Asset Management AS | 0.01% | Add +9.9% | 44,073 | $3.9M |
| Cwm, LLC | 0.01% | Add +91.4% | 43,486 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -5.4% | 43,466 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -31.4% | 43,291 | $3.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.16% | New | 43,179 | $3.8M |
| ProShare Advisors LLC | 0.01% | Reduce -8.1% | 42,726 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.6% | 42,531 | $3.8M |
| Sei Investments Co. | 0.00% | Add +54.6% | 41,312 | $3.6M |
| Landscape Capital Management, L.L.C. | 0.23% | Reduce -5.8% | 39,665 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +2.8% | 39,568 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +22.5% | 39,464 | $3.5M |
| Corient Private Wealth LP | 0.00% | Add +5.7% | 39,319 | $3.5M |
| Amalgamated Bank | 0.02% | Reduce -0.6% | 39,181 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | Add +1045.3% | 39,146 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +4.6% | 38,837 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.5% | 38,717 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +6.6% | 37,995 | $3.4M |
| Dorsey & Whitney Trust CO LLC | 0.18% | Reduce -11.2% | 37,816 | $3.3M |
| Oddo BHF Asset Management Sas | 0.12% | Add +31.0% | 37,257 | $3.3M |
| FAS Wealth Partners, Inc. | 0.21% | Add +7.0% | 36,910 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 36,622 | $3.2M |
| Utah Retirement Systems | 0.03% | Reduce -0.5% | 36,454 | $3.2M |
| Freestone Capital Holdings, LLC | 0.09% | Add +4.0% | 36,281 | $3.2M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -1.7% | 35,389 | $3.1M |
| Foster & Motley Inc. | 0.16% | Reduce -14.5% | 34,980 | $3.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +1.5% | 34,156 | $3.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.5% | 34,140 | $3.0M |
| Ethic Inc. | 0.05% | Add +11.3% | 34,038 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +301.7% | 33,121 | $2.9M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +199.6% | 32,911 | $2.9M |
| Centric Wealth Management | 0.61% | Add +0.2% | 29,907 | $2.9M |
| NEOS Investment Management LLC | 0.02% | Add +18.2% | 32,055 | $2.8M |
| Tredje AP-fonden | 0.02% | No change | 31,508 | $2.8M |
| USS Investment Management Ltd | 0.01% | Add +1.7% | 30,446 | $2.7M |
| AlphaQuest LLC | 0.15% | Add +212.9% | 30,437 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +79.6% | 29,972 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -11.5% | 29,660 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -35.1% | 29,526 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +14.1% | 29,379 | $2.6M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -19.3% | 29,376 | $2.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -1.8% | 29,303 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.7% | 28,799 | $2.5M |
| Cibc World Markets Corp. | 0.01% | — | 28,604 | $2.5M |
| Vident Advisory, LLC | 0.02% | Add +2.2% | 28,316 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -80.3% | 28,235 | $2.5M |
| GMO | 0.01% | Add +163.0% | 27,625 | $2.4M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -87.8% | 27,268 | $2.4M |
| Algert Global LLC | 0.04% | New | 27,350 | $2.4M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -14.5% | 27,346 | $2.4M |
| Claro Advisors Inc. | 0.32% | New | 26,978 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Add +1.5% | 26,947 | $2.4M |
| Kepler Cheuvreux (Suisse) SA | 0.13% | Reduce -21.6% | 25,678 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.7% | 25,618 | $2.3M |
| OP Asset Management Ltd | 0.03% | Reduce -2.6% | 25,346 | $2.2M |
| Columbus Macro, LLC | 0.24% | Reduce -3.0% | 25,178 | $2.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +0.8% | 25,151 | $2.2M |
| Dakota Wealth Management | 0.04% | Reduce -8.1% | 24,890 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Reduce -73.6% | 24,890 | $2.2M |
| Hohimer Wealth Management, LLC | 0.30% | Reduce -1.4% | 24,694 | $2.2M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -0.1% | 24,459 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.9% | 23,880 | $2.1M |
| National Pension Service | 0.00% | Reduce -93.9% | 23,684 | $2.1M |
| iSAM Funds (UK) Ltd | 0.74% | Reduce -14.3% | 23,233 | $2.0M |
| Siemens Fonds Invest GmbH | 0.11% | Reduce -26.2% | 22,676 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.3% | 22,837 | $2.0M |
| MAI Capital Management | 0.01% | Add +1.5% | 22,543 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | Add +145.9% | 22,131 | $2.0M |
| BBR Partners, LLC | 0.10% | Reduce -0.1% | 22,001 | $1.9M |
| Schroder Investment Management Group | 0.00% | Add +41.9% | 21,614 | $1.9M |
| GoalVest Advisory LLC | 0.36% | Reduce -11.3% | 21,508 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.3% | 21,468 | $1.9M |
| Generali Asset Management SPA SGR | 0.04% | Add +57.2% | 21,156 | $1.9M |
| Ostrum Asset Management | 0.09% | Reduce -16.9% | 21,143 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 20,900 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -91.0% | 20,658 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 20,516 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 20,326 | $1.8M |
| Heritage Trust Co | 0.18% | Add +23.2% | 20,333 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +8.9% | 20,313 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +23.3% | 20,119 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Add +90.4% | 20,082 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -8.1% | 20,029 | $1.8M |
| Groupama Asset Managment | 0.03% | Reduce -8.6% | 19,689 | $1.7M |
| Lecap Asset Management Ltd. | 0.69% | Add +0.4% | 19,682 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.7% | 19,611 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.3% | 19,543 | $1.7M |
| V-Square Quantitative Management LLC | 0.18% | Reduce -4.3% | 19,498 | $1.7M |
| Greenwood Capital Associates LLC | 0.19% | Add +17.4% | 19,367 | $1.7M |
| Foster Group, Inc. | 0.05% | Add +0.3% | 19,049 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.74% | Reduce -9.5% | 18,824 | $1.7M |
| VCI Wealth Management LLC | 0.46% | New | 18,711 | $1.7M |
| Board of the Pension Protection Fund | 1.57% | Add +315.6% | 18,700 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -2.4% | 18,600 | $1.6M |
| Commerce Bank | 0.01% | Reduce -8.3% | 18,515 | $1.6M |
| Capital Fund Management S.A. | 0.02% | Reduce -10.1% | 18,292 | $1.6M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -0.4% | 18,237 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 18,139 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -20.8% | 18,096 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 17,611 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +1.3% | 17,346 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +2.9% | 17,200 | $1.5M |
| Voleon Capital Management LP | 0.03% | Reduce -62.7% | 16,936 | $1.5M |
| Osmosis Investment Management UK Ltd | 0.04% | — | 16,901 | $1.5M |
| Choreo, LLC | 0.02% | Add +3.2% | 16,630 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +58.4% | 16,708 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 16,653 | $1.5M |
| Oak Thistle LLC | 0.20% | New | 16,570 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,472 | $1.5M |
| Donoghue Forlines LLC | 0.45% | Reduce -11.3% | 16,472 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Add +18.5% | 16,381 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.9% | 16,040 | $1.4M |
| Commonwealth Retirement Investments LLC | 0.45% | Add +2.0% | 15,747 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +19.0% | 15,599 | $1.4M |
| Cornercap Investment Counsel Inc. | 0.67% | Reduce -1.3% | 15,312 | $1.4M |
| Vest Financial, LLC | 0.02% | Add +11.4% | 15,246 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Add +2.7% | 15,240 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +11.9% | 15,071 | $1.3M |
| Investment Management Corp of Ontario | 0.02% | Add +44.1% | 15,037 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 14,953 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +61.5% | 14,775 | $1.3M |
| Commerzbank Aktiengesellschaft | 0.03% | New | 14,475 | $1.3M |
| Avanza Fonder AB | 0.03% | No change | 14,358 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.6% | 14,302 | $1.3M |
| Caxton Associates LLP | 0.02% | Reduce -3.7% | 14,091 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +2.3% | 14,028 | $1.2M |
| Allstate Corp. | 0.02% | Add +94.9% | 14,014 | $1.2M |
| Mizuho Securities USA LLC | 0.02% | Reduce -1.4% | 14,557 | $1.2M |
| Kentucky Retirement Systems | 0.03% | No change | 13,943 | $1.2M |
| Procyon Advisors, LLC | 0.06% | Reduce -3.1% | 13,734 | $1.2M |
| PSI Advisors, LLC | 0.30% | Add +3.7% | 13,681 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.5% | 13,679 | $1.2M |
| Wiregrass Investment Management LLC | 1.00% | — | 13,520 | $1.2M |
| Impax Asset Management Group plc | 0.01% | No change | 13,450 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 13,167 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +60.3% | 13,137 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 13,091 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +14.7% | 12,993 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.0% | 12,902 | $1.1M |
| Pinebridge Investments LLC | 0.01% | — | 12,891 | $1.1M |
| Versor Investments LP | 0.17% | Add +55.4% | 12,569 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -1.8% | 12,493 | $1.1M |
| Legacy Financial Group LLC | 0.14% | Add +3.5% | 11,347 | $1.1M |
| Redwood Investment Management, LLC | 0.12% | New | 12,393 | $1.1M |
| Mork Capital Management, LLC | 0.67% | New | 12,370 | $1.1M |
| Qsemble Capital Management, LP | 0.09% | New | 12,313 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 12,263 | $1.1M |
| Norinchukin Bank, The | 0.01% | Add +5.2% | 12,241 | $1.1M |
| Caprock Group, LLC | 0.02% | Add +31.2% | 12,167 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +15.6% | 12,055 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | — | 11,920 | $1.1M |
| Pinion Investment Advisors, LLC | 0.26% | Reduce -10.4% | 11,853 | $1.0M |
| Gilbert & Cook, Inc. | 0.13% | Add +38.6% | 11,783 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Reduce -16.5% | 11,750 | $1.0M |
| Intech Investment Management LLC | 0.01% | Reduce -32.7% | 11,441 | $1.0M |
| Metis Global Partners, LLC | 0.02% | Add +58.9% | 11,385 | $1.0M |
| National Wealth Management Group, LLC | 0.35% | New | 11,318 | $998K |
| HighPoint Advisor Group LLC | 0.02% | Add +18.2% | 11,100 | $979K |
| Transamerica Financial Advisors, LLC | 0.08% | Reduce -3.7% | 11,035 | $973K |
| Empowered Funds, LLC | 0.02% | Add +5.5% | 10,908 | $962K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.1% | 10,843 | $956K |
| Integrity Alliance, Llc. | 0.03% | Add +176.8% | 10,808 | $953K |
| Martin Capital Partners, LLC | 0.36% | Reduce -0.7% | 10,748 | $948K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.0% | 10,616 | $936K |
| West Bancorporation Inc. | 0.49% | No change | 10,610 | $936K |
| Ascent Group, LLC | 0.03% | Add +2.1% | 10,556 | $931K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 10,504 | $927K |
| Waverly Advisors, LLC | 0.01% | Add +14.8% | 10,395 | $917K |
| Tounjian Advisory Partners, LLC | 0.31% | Add +0.6% | 10,370 | $915K |
| Park Edge Advisors, LLC | 0.20% | No change | 10,236 | $903K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.8% | 10,200 | $900K |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.4% | 10,127 | $893K |
| Assetmark, Inc. | 0.00% | Add +17.6% | 9,902 | $873K |
| Plato Investment Management Ltd | 0.06% | Add +14.7% | 9,747 | $864K |
| Evolve Private Wealth, LLC | 0.05% | — | 9,775 | $862K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -29.7% | 9,732 | $858K |
| Basepoint Wealth LLC | 0.51% | Add +0.6% | 9,577 | $845K |
| Praxis Investment Management Inc. | 0.05% | No change | 9,570 | $844K |
| Picton Mahoney Asset Management | 0.01% | New | 9,435 | $832K |
| Bessemer Group Inc. | 0.00% | Reduce -5.2% | 9,415 | $831K |
| ING Groep NV | 0.00% | Reduce -2.8% | 9,289 | $819K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -1.1% | 9,254 | $816K |
| Verdence Capital Advisors LLC | 0.05% | Add +1.7% | 9,242 | $815K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +60.1% | 9,227 | $814K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 9,130 | $805K |
| Elevated Capital Advisors, LLC | 0.19% | Add +4.7% | 9,100 | $803K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +3.5% | 9,032 | $797K |
| Holderness Investments Co. | 0.16% | Reduce -2.4% | 9,028 | $796K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.6% | 8,830 | $790K |
| South Dakota Investment Council | 0.01% | Reduce -5.3% | 8,914 | $786K |
| Gotham Asset Management | 0.00% | Add +147.2% | 8,763 | $773K |
| Truist Financial Corp. | 0.00% | Add +7.2% | 8,696 | $767K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -53.8% | 8,518 | $751K |
| Argonautica Private Wealth Management, Inc. | 0.22% | Reduce -3.4% | 8,460 | $746K |
| &partners | 0.00% | Add +5.7% | 8,411 | $744K |
| Pinnacle Associates Ltd. | 0.01% | Add +15.8% | 8,422 | $743K |
| Syon Capital LLC | 0.04% | Add +15.0% | 8,363 | $738K |
| Allworth Financial LP | 0.00% | Reduce -3.3% | 8,251 | $728K |
| Brooklyn Investment Group | 0.03% | Add +113.4% | 8,116 | $723K |
| Legato Capital Management LLC | 0.06% | New | 8,169 | $721K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.1% | 8,144 | $718K |
| Curi Capital, LLC | 0.01% | New | 8,115 | $716K |
| IFP Advisors, Inc | 0.02% | Reduce -2.1% | 8,004 | $706K |
| City State Bank | 0.19% | Reduce -1.2% | 7,938 | $700K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -98.9% | 7,922 | $699K |
| Empirical Finance, LLC | 0.03% | Reduce -4.1% | 7,847 | $692K |
| Wolff Financial Management LLC | 0.15% | No change | 7,815 | $689K |
| GAMMA Investing LLC | 0.03% | Add +25.8% | 7,785 | $687K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -94.1% | 7,647 | $675K |
| North Dakota State Investment Board | 0.03% | — | 7,634 | $673K |
| Vivid Wealth Management, LLC | 0.26% | Add +0.0% | 7,623 | $672K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 7,546 | $666K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.7% | 7,544 | $665K |
| Atria Investments, Inc | 0.01% | Add +14.1% | 7,506 | $662K |
| HB Wealth Management, LLC | 0.00% | Add +37.7% | 7,453 | $658K |
| Park Avenue Securities LLC | 0.01% | Add +28.2% | 7,446 | $657K |
| Chicago Partners Investment Group LLC | 0.02% | Add +12.3% | 7,200 | $657K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -3.5% | 7,442 | $656K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 7,413 | $654K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -2.0% | 7,398 | $653K |
| Mokosak Advisory Group, LLC | 0.16% | Add +0.8% | 7,209 | $636K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.5% | 7,196 | $635K |
| Jacobi Capital Management LLC | 0.04% | Add +0.7% | 7,162 | $632K |
| Hilltop Holdings Inc. | 0.04% | Add +0.5% | 7,050 | $622K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 7,000 | $617K |
| Sivia Capital Partners, LLC | 0.13% | New | 6,999 | $617K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +36.2% | 6,966 | $614K |
| Carret Asset Management, LLC | 0.06% | No change | 6,948 | $613K |
| Vestcor Inc | 0.02% | No change | 6,839 | $603K |
| Prosperity Consulting Group, LLC | 0.03% | Add +3.3% | 6,810 | $601K |
| Callan Family Office, LLC | 0.01% | Add +15.2% | 6,794 | $599K |
| Regions Financial Corp. | 0.00% | Add +7.8% | 6,765 | $597K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +30.6% | 6,738 | $594K |
| UMB Bank, n.a. | 0.01% | Add +214.8% | 6,690 | $590K |
| AIA Group Ltd | 0.01% | New | 6,655 | $587K |
| Abn Amro Investment Solutions | 0.01% | New | 6,642 | $586K |
| Obermeyer Wealth Partners | 0.03% | Add +3.9% | 6,591 | $581K |
| Guggenheim Capital LLC | 0.00% | Reduce -51.0% | 6,545 | $577K |
| Gentry Private Wealth, LLC | 0.36% | Reduce -12.7% | 6,482 | $572K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +2.8% | 6,461 | $570K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -40.8% | 6,450 | $569K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 6,450 | $569K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.1% | 6,388 | $563K |
| Curat Global, LLC | 0.63% | Reduce -24.2% | 6,382 | $563K |
| Johnson Investment Counsel Inc. | 0.00% | Add +95.9% | 6,333 | $559K |
| Arax Advisory Partners | 0.02% | Reduce -50.1% | 6,326 | $558K |
| Hilltop National Bank | 0.13% | No change | 6,299 | $556K |
| Venture Visionary Partners LLC | 0.02% | Add +0.9% | 6,285 | $554K |
| Greenleaf Trust | 0.01% | Add +0.6% | 6,283 | $554K |
| M&T Bank Corp | 0.00% | Add +58.2% | 6,245 | $551K |
| MML Investors Services, LLC | 0.00% | Add +18.0% | 6,232 | $550K |
| Romano Brothers and Company | 0.06% | No change | 6,185 | $546K |
| Axq Capital, LP | 0.12% | New | 6,159 | $543K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.7% | 6,665 | $541K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.1% | 6,124 | $540K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 6,123 | $540K |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.4% | 6,102 | $538K |
| Centennial Wealth Advisory LLC | 0.14% | Add +5.2% | 6,060 | $535K |
| Jackson Creek Investment Advisors LLC | 0.16% | New | 6,028 | $532K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.0% | 5,919 | $522K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 5,844 | $515K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 5,834 | $515K |
| Iowa State Bank | 0.09% | No change | 5,730 | $505K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.3% | 5,726 | $505K |
| CWA Asset Management Group, LLC | 0.02% | Add +3.9% | 5,676 | $501K |
| Nomura Holdings Inc. | 0.00% | Add +7.8% | 5,672 | $500K |
| DRW Securities, LLC | 0.04% | New | 5,646 | $498K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,616 | $495K |
| Lido Advisors, LLC | 0.00% | Add +3.1% | 5,801 | $483K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +42.5% | 5,453 | $481K |
| Securian Asset Management, Inc. | 0.02% | Reduce -44.2% | 5,436 | $480K |
| Mufg Securities Americas Inc. | 0.03% | Reduce -1.5% | 5,386 | $475K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.3% | 5,328 | $470K |
| Krilogy Financial LLC | 0.02% | Add +14.6% | 5,048 | $469K |
| Tema ETFs LLC | 0.04% | Reduce -0.2% | 5,260 | $464K |
| Boothbay Fund Management, LLC | 0.01% | New | 5,251 | $463K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 5,250 | $463K |
| Huntington National Bank | 0.00% | Add +38.4% | 5,230 | $461K |
| STRS Ohio | 0.00% | Reduce -1.8% | 5,213 | $460K |
| Arkadios Wealth Advisors | 0.01% | Add +23.5% | 5,208 | $459K |
| Focus Financial Network, Inc. | 0.02% | Add +0.6% | 5,201 | $459K |
| Benin Management CORP | 0.10% | No change | 5,200 | $459K |
| Canada Post Corp Registered Pension Plan | 0.02% | Add +27.2% | 5,046 | $445K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -44.1% | 4,982 | $439K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +43.9% | 4,927 | $435K |
| Twin Capital Management Inc. | 0.05% | Add +0.9% | 4,894 | $432K |
| Horizon Investments, LLC | 0.01% | Reduce -31.1% | 4,867 | $429K |
| Argentarii, LLC | 0.14% | Add +0.1% | 4,788 | $422K |
| Aprio Wealth Management, LLC | 0.02% | New | 4,718 | $416K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +10.3% | 4,707 | $415K |
| Benjamin Edwards Inc. | 0.00% | Add +0.7% | 4,702 | $415K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -3.0% | 4,689 | $414K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.1% | 4,664 | $411K |
| Waldron Private Wealth LLC | 0.02% | No change | 4,656 | $411K |
| Asahi Life Asset Management Co., LTD. | 0.23% | Reduce -4.7% | 4,643 | $410K |
| Inceptionr LLC | 0.11% | Reduce -38.8% | 4,637 | $409K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -0.1% | 4,574 | $403K |
| Rexford Capital Inc. | 0.30% | No change | 4,556 | $402K |
| Vise Technologies, Inc. | 0.01% | Add +42.2% | 4,541 | $401K |
| AlphaStar Capital Management, LLC | 0.03% | Add +6.7% | 4,478 | $395K |
| Wealthspire Advisors, LLC | 0.00% | Add +198.7% | 4,459 | $393K |
| QRG Capital Management, Inc. | 0.00% | Reduce -2.5% | 4,453 | $393K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.1% | 4,445 | $392K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,444 | $392K |
| Rothschild Investment LLC | 0.02% | Add +31.2% | 4,437 | $391K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.4% | 4,408 | $389K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -6.8% | 4,406 | $389K |
| Verition Fund Management LLC | 0.00% | Reduce -56.6% | 4,362 | $385K |
| Mgo One Seven LLC | 0.01% | Add +42.5% | 4,333 | $382K |
| Beacon Financial Group | 0.04% | No change | 4,331 | $382K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +8.7% | 4,307 | $380K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -39.4% | 4,301 | $379K |
| DGS Capital Management, LLC | 0.06% | New | 4,252 | $375K |
| Sompo Asset Management Co., Ltd. | 0.06% | Add +18.1% | 4,240 | $374K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.1% | 4,218 | $372K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,218 | $372K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21.8% | 4,193 | $370K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -4.7% | 4,181 | $369K |
| Woodline Partners LP | 0.00% | New | 4,075 | $359K |
| Keybank National Association | 0.00% | Add +27.8% | 4,066 | $359K |
| Seeds Investor LLC | 0.07% | Add +28.6% | 4,051 | $357K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,050 | $357K |
| Blackhawk Capital Partners, LLC | 0.13% | Add +5.4% | 4,025 | $355K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 3,995 | $352K |
| Optima Capital LLC | 0.15% | Add +0.8% | 3,968 | $350K |
| JMN Financial LLC | 0.35% | — | 3,960 | $349K |
| Glaxis Capital Management, LLC | 0.60% | Add +0.9% | 3,941 | $348K |
| Perpetual Ltd | 0.01% | New | 3,892 | $343K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 3,882 | $342K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -19.0% | 3,870 | $341K |
| Independent Advisor Alliance | 0.01% | Reduce -1.7% | 3,846 | $339K |
| LVW Advisors, LLC | 0.03% | Add +2.1% | 3,838 | $339K |
| Robinson Smith Wealth Advisors LLC | 0.23% | No change | 3,821 | $337K |
| Global Retirement Partners, LLC | 0.01% | Add +129.9% | 3,775 | $333K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -89.7% | 3,771 | $333K |
| Alteri Wealth LLC | 0.11% | Reduce -6.5% | 3,715 | $328K |
| Waddell & Associates, LLC | 0.02% | New | 3,703 | $327K |
| Quantbot Technologies LP | 0.01% | Reduce -91.4% | 3,700 | $326K |
| Aaron Wealth Advisors LLC | 0.02% | Add +41.9% | 3,655 | $322K |
| First Citizens Financial Corp | 0.16% | Add +4.8% | 3,654 | $322K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,541 | $320K |
| Two Sigma Securities, LLC | 0.04% | Reduce -47.0% | 3,598 | $317K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -50.1% | 3,591 | $317K |
| Daymark Wealth Partners, LLC | 0.01% | Add +8.4% | 3,584 | $316K |
| One Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,575 | $315K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.3% | 3,535 | $312K |
| Sageworth Trust Co of South Dakota | 0.25% | Reduce -4.5% | 3,531 | $311K |
| TCW Group Inc. | 0.00% | New | 3,523 | $311K |
| AlphaGrep UK Ltd | 0.10% | — | 3,516 | $310K |
| Gsa Capital Partners LLP | 0.03% | Reduce -38.2% | 3,512 | $310K |
| FourThought Financial Partners, LLC | 0.03% | Add +0.1% | 3,485 | $307K |
| Kane Co Wealth Management, Inc. | 0.27% | — | 3,484 | $307K |
| Argent Trust Co | 0.01% | No change | 3,427 | $302K |
| Smartleaf Asset Management LLC | 0.01% | Add +18.0% | 3,384 | $301K |
| Provident Living Financial Services, Inc. | 0.29% | — | 3,375 | $298K |
| Csenge Advisory Group | 0.01% | Reduce -0.6% | 3,332 | $294K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | No change | 3,332 | $294K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,331 | $294K |
| Ameritas Advisory Services, LLC | 0.01% | Add +181.4% | 3,304 | $291K |
| Checchi Capital Advisers, LLC | 0.02% | Add +6.4% | 3,271 | $289K |
| Essex Financial Services, Inc. | 0.02% | Add +16.2% | 3,247 | $286K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -0.8% | 3,230 | $285K |
| Berkshire Money Management, Inc. | 0.03% | New | 3,222 | $284K |
| Caerus Investment Advisors, LLC | 0.09% | New | 3,220 | $284K |
| Brown Advisory Inc. | 0.00% | Reduce -1.5% | 3,215 | $284K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.5% | 3,214 | $284K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,210 | $283K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -1.9% | 3,203 | $283K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 3,128 | $276K |
| Adams Wealth Management | 0.06% | Reduce -15.4% | 3,129 | $276K |
| CacheTech Inc. | 0.05% | Reduce -15.4% | 3,129 | $276K |
| Renaissance Group LLC | 0.01% | Add +1.7% | 3,108 | $274K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 3,022 | $268K |
| Rockland Trust Co. | 0.01% | No change | 3,027 | $267K |
| CX Institutional | 0.01% | Add +7.3% | 3,023 | $267K |
| Shepherd Financial Partners LLC | 0.02% | Add +0.1% | 3,009 | $265K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -9.0% | 3,003 | $265K |
| Security National Bank of So Dak | 0.13% | No change | 3,000 | $265K |
| Glassy Mountain Advisors, Inc. | 0.08% | No change | 3,000 | $265K |
| Brookstone Capital Management | 0.00% | Reduce -1.3% | 2,981 | $263K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.9% | 2,964 | $261K |
| Burney Co./ | 0.01% | Add +0.4% | 2,962 | $261K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,684 | $261K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,946 | $260K |
| Mutual Advisors, LLC | 0.01% | Add +4.6% | 2,908 | $257K |
| Busey Bank | 0.01% | No change | 2,904 | $256K |
| International Private Wealth Advisors LLC | 0.16% | Add +1.2% | 2,890 | $255K |
| Wbi Investments, LLC | 0.07% | New | 2,883 | $254K |
| NewEdge Wealth, LLC | 0.00% | New | 2,848 | $251K |
| Nicolet Bankshares Inc. | 0.04% | No change | 2,845 | $251K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -10.1% | 2,824 | $249K |
| Compound Planning, Inc. | 0.01% | Add +13.2% | 2,808 | $248K |
| Park National Corp. | 0.01% | Reduce -0.3% | 2,780 | $245K |
| Balefire, LLC | 0.05% | Reduce -2.7% | 2,765 | $244K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.3% | 2,741 | $242K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,735 | $241K |
| Winnacle Wealth LLC | 0.18% | Add +2.0% | 2,701 | $240K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.1% | 2,724 | $240K |
| Mirabella Financial Services LLP | 0.02% | New | 2,724 | $240K |
| GTS Securities LLC | 0.01% | New | 2,711 | $239K |
| Patton Fund Management, Inc. | 0.03% | Reduce -9.7% | 2,706 | $239K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.4% | 2,691 | $237K |
| Wedmont Private Capital | 0.01% | Add +3.7% | 2,606 | $237K |
| Sageworth Trust Co | 0.01% | No change | 2,683 | $237K |
| Kinloch Capital, LLC | 0.10% | No change | 2,675 | $236K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.9% | 2,669 | $235K |
| MASTERINVEST Kapitalanlage GmbH | 0.02% | No change | 2,646 | $235K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | New | 2,650 | $234K |
| Westmount Partners, LLC | 0.06% | No change | 2,648 | $234K |
| FIL Ltd | 0.00% | New | 2,646 | $233K |
| Investment Research & Advisory Group, Inc. | 0.08% | New | 2,636 | $233K |
| nVerses Capital, LLC | 0.52% | — | 2,639 | $233K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.0% | 2,624 | $231K |
| Ritholtz Wealth Management | 0.00% | New | 2,622 | $231K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $230K |
| Kera Capital Partners, Inc. | 0.03% | New | 2,415 | $229K |
| Blair William & Co. | 0.00% | Reduce -15.6% | 2,590 | $228K |
| Tsfg, LLC | 0.03% | Add +0.9% | 2,570 | $227K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -23.9% | 2,555 | $225K |
| First Nebraska Trust Co | 0.02% | No change | 2,529 | $223K |
| S&co Inc. | 0.01% | No change | 2,500 | $220K |
| Paladin Partners, LLC | 0.16% | — | 2,490 | $220K |
| Long Run Wealth Advisors, LLC | 0.04% | Add +0.9% | 2,488 | $219K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Reduce -3.1% | 2,476 | $218K |
| Paragon Capital Management Ltd | 0.04% | New | 2,459 | $217K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.0% | 2,452 | $216K |
| StoneX Group Inc. | 0.01% | New | 2,437 | $215K |
| State of Wyoming | 0.02% | Reduce -51.5% | 2,433 | $215K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 2,430 | $214K |
| Smith, Moore & Co. | 0.02% | New | 2,412 | $213K |
| Resurgent Financial Advisors LLC | 0.11% | New | 2,402 | $212K |
| Cora Capital Advisors LLC | 0.08% | New | 2,401 | $212K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,393 | $211K |
| Panagora Asset Management Inc. | 0.00% | New | 2,380 | $210K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,378 | $210K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 2,360 | $208K |
| Trust Asset Management LLC | 0.01% | Reduce -3.8% | 2,352 | $207K |
| waypoint wealth counsel | 0.08% | New | 2,331 | $206K |
| Evoke Wealth, LLC | 0.00% | New | 2,323 | $205K |
| Auxier Asset Management LLC | 0.03% | New | 2,322 | $205K |
| Erste Asset Management GmbH | 0.00% | Reduce -60.1% | 2,300 | $205K |
| Essential Partners LLC | 0.06% | Add +134.6% | 2,320 | $205K |
| Van Eck Associates Corp. | 0.00% | Add +26.8% | 2,311 | $204K |
| Independent Wealth Network Inc. | 0.06% | New | 2,310 | $204K |
| Cidel Asset Management Inc. | 0.01% | Reduce -6.5% | 2,307 | $204K |
| Koshinski Asset Management, Inc. | 0.01% | New | 2,304 | $203K |
| Harbour Investments, Inc. | 0.00% | Add +10.0% | 2,287 | $202K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,278 | $201K |
| Ofi Invest Asset Management | 0.00% | New | 2,531 | $190K |
| Employees Retirement System of Texas | 0.00% | New | 2,126 | $188K |
| Clarity Asset Management, Inc. | 0.10% | Add +71.3% | 2,119 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,113 | $186K |
| EFG International AG | 0.00% | — | 2,062 | $182K |
| Capital Analysts, LLC | 0.00% | Add +8.0% | 1,954 | $173K |
| West Financial Advisors, LLC | 0.03% | No change | 1,806 | $159K |
| Brown Brothers Harriman & Co. | 0.00% | Add +34.1% | 1,797 | $159K |
| Silvant Capital Management LLC | 0.01% | No change | 1,747 | $154K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.5% | 1,737 | $153K |
| Compass Financial Services Inc | 0.06% | Add +0.7% | 1,693 | $149K |
| Parallel Advisors, LLC | 0.00% | Add +7.6% | 1,686 | $149K |
| Manchester Capital Management LLC | 0.02% | Add +22.2% | 1,680 | $148K |
| Harbor Investment Advisory, LLC | 0.01% | Add +5.0% | 1,654 | $146K |
| Atlas Capital Advisors Inc. | 0.02% | — | 1,650 | $146K |
| Torren Management, LLC | 0.07% | — | 1,641 | $145K |
| Quent Capital, LLC | 0.01% | Add +4.0% | 1,601 | $141K |
| Hills Bank & Trust Co | 0.01% | Add +14.2% | 1,601 | $141K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,570 | $140K |
| LGT Financial Advisors LLC | 0.84% | Reduce -0.1% | 1,547 | $136K |
| Nemes Rush Group LLC | 0.01% | Add +0.8% | 1,440 | $127K |
| JNBA Financial Advisors | 0.01% | No change | 1,432 | $126K |
| Private Trust Co. NA | 0.01% | Add +71.6% | 1,321 | $117K |
| JFS Wealth Advisors, LLC | 0.01% | Add +4.2% | 1,278 | $113K |
| Clearstead Advisors, LLC | 0.00% | Add +38.8% | 1,259 | $111K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 1,241 | $109K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,202 | $106K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.5% | 1,205 | $106K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.6% | 1,173 | $103K |
| Olistico Wealth, LLC | 0.05% | New | 1,158 | $102K |
| CVA Family Office, LLC | 0.01% | Add +0.5% | 1,128 | $100K |
| Richardson Financial Services Inc. | 0.03% | No change | 1,110 | $98K |
| RMG Wealth Management LLC | 0.01% | Add +6.8% | 1,059 | $97K |
| Larson Financial Group LLC | 0.00% | Add +13.6% | 1,101 | $97K |
| GHP Investment Advisors, Inc. | 0.00% | Add +10.0% | 1,099 | $97K |
| Atlantic Union Bankshares Corp | 0.00% | Add +32.4% | 1,066 | $94K |
| Pingora Partners LLC | 0.05% | No change | 1,000 | $88K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $88K |
| Key Capital Management, INC | 0.09% | — | 977 | $86K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,037 | $86K |
| Security National Bank | 0.01% | No change | 960 | $85K |
| Root Financial Partners, LLC | 0.00% | Reduce -3.0% | 951 | $84K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 951 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.1% | 950 | $84K |
| Quarry LP | 0.01% | New | 920 | $81K |
| First Community Trust NA | 0.06% | Add +87.6% | 893 | $79K |
| First Command Advisory Services, Inc. | 0.00% | Add +3.4% | 893 | $79K |
| TCTC Holdings, LLC | 0.00% | No change | 875 | $77K |
| TFC Financial Management, Inc. | 0.01% | No change | 871 | $77K |
| MV Capital Management, Inc. | 0.01% | Add +25.5% | 852 | $75K |
| Bokf, NA | 0.00% | Add +1.8% | 805 | $71K |
| Blue Trust, Inc. | 0.00% | Reduce -18.7% | 802 | $71K |
| CoreCap Advisors, LLC | 0.00% | Reduce -30.1% | 763 | $67K |
| Stephens Consulting, LLC | 0.02% | No change | 725 | $64K |
| Whipplewood Advisors, LLC | 0.04% | No change | 700 | $62K |
| Godsey & Gibb, Inc. | 0.01% | No change | 700 | $62K |
| Tompkins Financial Corp. | 0.00% | No change | 650 | $57K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -9.1% | 648 | $57K |
| Cromwell Holdings LLC | 0.03% | No change | 642 | $57K |
| Bfsg, LLC | 0.01% | No change | 622 | $55K |
| CYBER HORNET ETFs LLC | 0.03% | Add +5.7% | 617 | $54K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 669 | $53K |
| ORG Partners LLC | 0.01% | Add +2.9% | 600 | $53K |
| Golden State Wealth Management, LLC | 0.01% | No change | 596 | $53K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +57.8% | 590 | $52K |
| First Horizon Corp. | 0.00% | Add +142.9% | 583 | $51K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 577 | $51K |
| Legacy Bridge, LLC | 0.02% | No change | 570 | $50K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 560 | $49K |
| Winch Advisory Services, LLC | 0.01% | Reduce -3.3% | 557 | $49K |
| Financial Consulate, Inc. | 0.01% | No change | 551 | $49K |
| Stilwell Value LLC | 0.05% | No change | 547 | $48K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 546 | $48K |
| Motco | 0.00% | Reduce -7.9% | 535 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.4% | 532 | $47K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 528 | $47K |
| City Holding Co. | 0.01% | Reduce -17.3% | 525 | $46K |
| True Wealth Design, LLC | 0.01% | Add +87.9% | 511 | $45K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.3% | 511 | $45K |
| Westpac Banking Corp. | 0.00% | No change | 511 | $45K |
| Elyxium Wealth, LLC | 0.01% | New | 508 | $45K |
| Navigoe, LLC | 0.03% | No change | 488 | $43K |
| Clean Yield Group | 0.01% | Reduce -13.4% | 484 | $43K |
| Johnson Financial Group, Inc. | 0.00% | No change | 478 | $42K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 473 | $42K |
| Sentry Investment Management LLC | 0.03% | No change | 464 | $41K |
| Fortis Group Advisors, LLC | 0.01% | No change | 458 | $40K |
| Paladin Advisory Group, LLC | 0.03% | No change | 449 | $40K |
| SJS Investment Consulting Inc. | 0.00% | Add +159.3% | 433 | $38K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 431 | $38K |
| Rialto Wealth Management, LLC | 0.01% | Add +3754.6% | 424 | $37K |
| Princeton Global Asset Management LLC | 0.01% | Add +315.7% | 424 | $37K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 423 | $37K |
| BankPlus Trust Department | 0.01% | No change | 422 | $37K |
| Anchor Investment Management, LLC | 0.00% | No change | 414 | $37K |
| Fortitude Family Office, LLC | 0.01% | Reduce -0.3% | 405 | $36K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -10.2% | 404 | $36K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 403 | $36K |
| St Germain D J Co. Inc. | 0.00% | Add +66.5% | 398 | $35K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 396 | $35K |
| MCF Advisors LLC | 0.00% | No change | 394 | $35K |
| Curio Wealth, LLC | 0.01% | No change | 379 | $34K |
| FWL Investment Management, LLC | 0.01% | No change | 380 | $34K |
| Toth Financial Advisory Corp. | 0.00% | No change | 365 | $32K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 363 | $32K |
| Covestor Ltd | 0.02% | Reduce -4.2% | 361 | $32K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 349 | $31K |
| American National Bank & Trust | 0.00% | No change | 349 | $31K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.8% | 346 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +343.6% | 346 | $30K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.6% | 343 | $30K |
| Ameriflex Group, Inc. | 0.02% | Reduce -74.4% | 341 | $30K |
| Ancora Advisors LLC | 0.00% | Add +169.3% | 334 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.2% | 324 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.6% | 321 | $28K |
| Bogart Wealth, LLC | 0.00% | Add +4.0% | 315 | $28K |
| Concord Wealth Partners | 0.00% | No change | 310 | $27K |
| First Pacific Financial | 0.00% | Add +0.7% | 300 | $26K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $26K |
| Summit Securities Group LLC | 0.00% | Reduce -14.4% | 298 | $26K |
| Colonial Trust Co / SC | 0.00% | Reduce -11.9% | 295 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 295 | $26K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 293 | $26K |
| Pflug Koory, LLC | 0.01% | No change | 285 | $25K |
| YANKCOM Partnership | 0.01% | No change | 282 | $25K |
| DV Equities, LLC | 0.00% | — | 278 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 277 | $24K |
| Hoertkorn Richard Charles | 0.01% | No change | 272 | $24K |
| Wilkerson Advisory Group LLC | 0.01% | — | 268 | $24K |
| International Assets Investment Management, LLC | 0.00% | New | 265 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 264 | $23K |
| Legacy Wealth Managment, LLC | 0.01% | Add +262.5% | 261 | $23K |
| Spire Wealth Management | 0.00% | Add +51.7% | 261 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -6.8% | 245 | $22K |
| Jessup Wealth Management, Inc | 0.01% | New | 246 | $22K |
| McIlrath & Eck, LLC | 0.00% | Add +242.3% | 243 | $21K |
| Financial Perspectives, Inc | 0.01% | No change | 238 | $21K |
| Grove Bank & Trust | 0.00% | No change | 236 | $21K |
| Caldwell Trust Co | 0.00% | No change | 235 | $21K |
| Creative Capital Management Investments LLC | 0.01% | New | 234 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 235 | $20K |
| GW&K Investment Management, LLC | 0.00% | No change | 229 | $20K |
| Kemnay Advisory Services Inc. | 0.00% | New | 226 | $20K |
| Country Trust Bank | 0.00% | No change | 221 | $19K |
| Key Financial Inc | 0.00% | Reduce -13.4% | 219 | $19K |
| Reflection Asset Management | 0.01% | — | 215 | $19K |
| SRH Advisors, LLC | 0.01% | No change | 211 | $19K |
| Activest Wealth Management | 0.00% | Add +2010.0% | 211 | $19K |
| DT Investment Partners, LLC | 0.00% | No change | 210 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 208 | $18K |
| Blueline Advisors LLC | 0.01% | — | 206 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 206 | $18K |
| Kentucky Trust Co | 0.01% | No change | 200 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 200 | $18K |
| Union Savings Bank | 0.01% | — | 195 | $17K |
| Smithfield Trust Co | 0.00% | No change | 190 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 190 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 189 | $17K |
| Marquette Asset Management, LLC | 0.00% | Add +11.9% | 188 | $17K |
| Zions Bancorporation, National Association | 0.00% | Add +17.4% | 182 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.2% | 179 | $16K |
| Team Financial Group, LLC | 0.01% | Add +0.6% | 174 | $15K |
| Investors Research Corp | 0.00% | No change | 173 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 173 | $15K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 170 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 169 | $15K |
| Rossby Financial, LCC | 0.00% | Add +26.4% | 163 | $14K |
| Ares Financial Consulting, LLC | 0.01% | — | 161 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 161 | $14K |
| Horizon Financial Services, LLC | 0.01% | Reduce -45.1% | 158 | $14K |
| Trust Co. of Vermont | 0.00% | No change | 157 | $14K |
| CoreFirst Bank & Trust | 0.01% | No change | 150 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 149 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 146 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 138 | $12K |
| Burkett Financial Services, LLC | 0.00% | No change | 137 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 132 | $12K |
| PFS Partners, LLC | 0.01% | Add +0.8% | 124 | $11K |
| Meeder Asset Management Inc. | 0.00% | Reduce -1.6% | 124 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 123 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -10.2% | 115 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -14.8% | 109 | $11K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 116 | $10K |
| USA Financial Formulas | 0.00% | New | 116 | $10K |
| Sachetta, LLC | 0.01% | No change | 115 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -10.4% | 103 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 100 | $9K |
| Graney & King, LLC | 0.01% | No change | 100 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $9K |
| Atwood & Palmer Inc. | 0.00% | No change | 100 | $9K |
| Albion Financial Group | 0.00% | No change | 100 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 91 | $8K |
| Westend Capital Management, LLC | 0.00% | No change | 80 | $7K |
| Vision Financial Markets LLC | 0.01% | Add +1.3% | 76 | $7K |
| Eq Wealth Advisors, LLC | 0.00% | New | 75 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 75 | $7K |
| Strive Financial Group ,LLC | 0.00% | — | 70 | $6K |
| New Millennium Group LLC | 0.00% | No change | 68 | $6K |
| SHP Wealth Management | 0.00% | — | 66 | $6K |
| IMG Wealth Management, Inc. | 0.00% | No change | 58 | $5K |
| Westfuller Advisors, LLC | 0.00% | Reduce -1.7% | 58 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -18.6% | 57 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 54 | $5K |
| Cornerstone Financial Management LLC | 0.00% | — | 54 | $5K |
| Davis Capital Management | 0.00% | Add +8.3% | 52 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -23.4% | 49 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 49 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 53 | $4K |
| Howard Hughes Medical Institute | 0.00% | No change | 44 | $4K |
| Archer Investment Corp | 0.00% | No change | 44 | $4K |
| Abound Wealth Management | 0.00% | No change | 41 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $4K |
| HM Payson & Co. | 0.00% | No change | 39 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 38 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +2.9% | 36 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 34 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.06% | Reduce -2.9% | 34 | $3K |
| Corsicana & Co. | 0.00% | No change | 32 | $3K |
| Kilter Group LLC | 0.00% | Reduce -21.1% | 30 | $3K |
| Triumph Capital Management | 0.00% | New | 27 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +44.4% | 26 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +52.9% | 26 | $2K |
| LRI Investments, LLC | 0.00% | No change | 26 | $2K |
| Walleye Capital LLC | 0.00% | Reduce -97.2% | 25 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 23 | $2K |
| Avion Wealth | 0.00% | No change | 24 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +10.5% | 21 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 21 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | Add +400.0% | 20 | $2K |
| Nvwm, LLC | 0.00% | Add +33.3% | 20 | $2K |
| Nova Wealth Management, Inc. | 0.00% | No change | 18 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 15 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 15 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 14 | $1K |
| Clark Wealth Partners | 0.00% | No change | 13 | $1K |
| 1015 Capital Partners, LLC | 0.00% | — | 12 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 15 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 11 | $971 |
| Aspect Partners, LLC | 0.00% | No change | 11 | $970 |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 9 | $794 |
| Arcadia Investment Management Corp. | 0.00% | New | 9 | $794 |
| Investors Portfolio Services LLC | 0.00% | — | 8 | $744 |
| Valued Wealth Advisors LLC | 0.00% | No change | 8 | $716 |
| United Community Bank | 0.00% | Reduce -97.2% | 8 | $706 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 8 | $706 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $706 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 7 | $589 |
| Addison Advisors LLC | 0.00% | No change | 6 | $530 |
| Signature Equity Partners, LLC | 0.00% | — | 6 | $529 |
| WestEnd Advisors, LLC | 0.00% | Add +50.0% | 6 | $529 |
| NorthAvenue LLC | 0.00% | — | 5 | $442 |
| Seneschal Advisors, LLC | 0.00% | No change | 5 | $442 |
| Quaker Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $442 |
| Evolution Wealth Management Inc. | 0.00% | No change | 5 | $441 |
| Atlantic Private Wealth, LLC | 0.00% | New | 5 | $441 |
| Wealth Watch Advisors, INC | 0.00% | No change | 5 | $441 |
| Aventura Private Wealth, LLC | 0.00% | New | 5 | $441 |
| Y.D. More Investments Ltd | 0.00% | Reduce -24.2% | 1,187 | $328 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $177 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $103 |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.