Principal Financial GroupPFG
13F holders, Q1 2026 (March 31)914holders +21
97new positions
77sold out
6famous investors
$90.08avg. 13F price*
At the end of Q1 2026, 914 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 21 from Q4 2025. 97 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($1.8B), Nippon Life Insurance Co. ($1.6B) and Vanguard Capital Management LLC ($1.2B). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $605.8M |
| Exits | 77 | $166.8M |
All 13F filers, Q4 2025 → Q1 2026: 18,333,066 shares bought and 7,002,239 shares sold, net +11,330,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 914 holders
| BlackRock, Inc. | 0.03% | Reduce -0.5% | 20,322,358 | $1.8B |
| Nippon Life Insurance Co. | 32.01% | No change | 18,137,000 | $1.6B |
| Vanguard Capital Management LLC | 0.03% | — | 13,474,208 | $1.2B |
| Vanguard Portfolio Management LLC | 0.05% | — | 11,264,834 | $1.0B |
| State Street Corp. | 0.03% | Reduce -3.1% | 10,179,842 | $917.3M |
| Bank of America Corp. | 0.06% | Add +5.0% | 8,819,452 | $794.7M |
| Capital World Investors | 0.07% | New | 6,026,881 | $543.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +310.1% | 5,923,936 | $533.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.5% | 5,660,667 | $508.2M |
| Dimensional Fund Advisors LP | 0.07% | Add +3.2% | 3,886,509 | $350.2M |
| Invesco Ltd. | 0.03% | Add +7.8% | 3,541,982 | $319.2M |
| Northern Trust Corp. | 0.04% | Reduce -2.7% | 3,333,706 | $300.4M |
| Morgan Stanley | 0.02% | Reduce -2.4% | 3,006,287 | $270.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +10.2% | 2,754,277 | $248.2M |
| AQR Capital Management | 0.10% | Add +4.6% | 2,456,733 | $220.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.3% | 1,971,575 | $177.7M |
| Legal & General Group Plc | 0.04% | Add +3.4% | 1,694,596 | $152.7M |
| Deutsche Bank AG | 0.04% | Add +19.8% | 1,383,643 | $124.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.9% | 1,190,553 | $107.3M |
| UBS Group AG | 0.02% | Add +21.6% | 1,166,730 | $105.1M |
| JPMorgan Chase & Co. | 0.01% | Add +11.4% | 1,189,593 | $105.0M |
| Amundi | 0.03% | Reduce -6.8% | 1,151,817 | $103.8M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 1,130,176 | $101.8M |
| AustralianSuper Pty Ltd | 0.44% | Add +4.5% | 937,473 | $84.5M |
| Royal Bank of Canada | 0.01% | Add +14.2% | 877,645 | $79.1M |
| HSBC Holdings PLC | 0.04% | Reduce -3.9% | 780,743 | $70.4M |
| LPL Financial LLC | 0.02% | Add +39.7% | 728,464 | $65.6M |
| Victory Capital Management Inc. | 0.04% | Add +23.0% | 727,924 | $65.6M |
| Barclays PLC | 0.02% | Add +24.3% | 726,136 | $65.4M |
| Swiss National Bank | 0.03% | Add +5.5% | 644,800 | $58.1M |
| Nuveen, LLC | 0.01% | Add +10.1% | 603,915 | $54.4M |
| Raymond James Financial Inc. | 0.02% | Add +87.3% | 602,197 | $54.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.09% | Add +157.5% | 591,931 | $53.3M |
| American Century Companies Inc. | 0.03% | Add +37.5% | 591,228 | $53.3M |
| Federated Hermes, Inc. | 0.09% | Add +3112.6% | 581,347 | $52.4M |
| Wells Fargo & Company | 0.01% | Add +123.1% | 578,610 | $52.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -2.0% | 566,364 | $51.0M |
| First Trust Advisors LP | 0.04% | Reduce -19.3% | 555,487 | $50.1M |
| FMR LLC | 0.00% | Reduce -10.9% | 543,926 | $49.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.7% | 509,894 | $45.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +16.1% | 507,575 | $45.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.5% | 480,402 | $43.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 452,326 | $40.8M |
| Teacher Retirement System of Texas | 0.17% | Reduce -3.8% | 450,593 | $40.6M |
| Rhumbline Advisers | 0.03% | Reduce -1.4% | 445,252 | $40.1M |
| Vanguard Global Advisers, LLC | 0.02% | — | 438,656 | $39.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -19.3% | 420,035 | $37.8M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +80.2% | 416,864 | $37.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.28% | Add +3.7% | 411,800 | $37.1M |
| California Public Employees Retirement System | 0.02% | Reduce -0.5% | 410,420 | $37.0M |
| Fort Washington Investment Advisors Inc. | 0.20% | Add +3.8% | 408,534 | $36.8M |
| Conning Inc. | 1.25% | Add +8.1% | 398,470 | $35.9M |
| California State Teachers Retirement System | 0.04% | Reduce -1.9% | 397,874 | $35.9M |
| KBC Group NV | 0.09% | Reduce -0.1% | 396,845 | $35.8M |
| Wedge Capital Management L L P | 0.65% | Reduce -5.2% | 390,352 | $35.2M |
| Eurizon Capital SGR S.p.A. | 0.11% | Add +4.0% | 382,927 | $34.5M |
| North Star Asset Management Inc. | 1.49% | Reduce -1.7% | 382,045 | $34.4M |
| Trust Point Inc. | 2.89% | Reduce -0.1% | 369,076 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +434.2% | 328,095 | $29.6M |
| SG Americas Securities, LLC | 0.03% | Add +33.8% | 327,360 | $29.5M |
| Two Sigma Investments, LP | 0.02% | Add +16.2% | 304,787 | $27.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.4% | 283,952 | $25.6M |
| Franklin Resources Inc. | 0.01% | Add +93.2% | 279,762 | $25.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -6.2% | 263,516 | $23.7M |
| Alliancebernstein L.P. | 0.01% | Add +11.3% | 263,504 | $23.2M |
| Sound Income Strategies, LLC | 1.06% | Reduce -0.1% | 243,934 | $22.0M |
| AE Wealth Management LLC | 0.11% | Add +27.4% | 227,548 | $20.5M |
| Principal Financial Group Inc. | 0.01% | Add +5.4% | 226,718 | $20.4M |
| GW Henssler & Associates Ltd. | 0.95% | Add +0.2% | 223,926 | $20.2M |
| Bridgewater Associates | 0.09% | Reduce -53.5% | 220,922 | $19.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 210,924 | $19.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +1.4% | 210,700 | $19.0M |
| Adams Diversified Equity Fund, Inc. | 0.66% | New | 209,100 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +1276.4% | 205,814 | $18.5M |
| Swedbank AB | 0.02% | Reduce -0.5% | 205,073 | $18.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.3% | 203,083 | $18.4M |
| Cerity Partners LLC | 0.03% | Add +12.7% | 203,323 | $18.3M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 202,996 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -15.3% | 202,755 | $18.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -67.6% | 201,881 | $18.2M |
| State of Wisconsin Investment Board | 0.04% | Reduce -7.6% | 200,708 | $18.1M |
| Quantinno Capital Management LP | 0.03% | Add +19.3% | 198,492 | $17.9M |
| Aviva PLC | 0.03% | Reduce -0.2% | 192,827 | $17.4M |
| Acadian Asset Management LLC | 0.02% | Reduce -17.0% | 186,884 | $16.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +372.9% | 183,075 | $16.5M |
| Gotham Asset Management | 0.05% | Add +1936.4% | 178,451 | $16.1M |
| Storebrand Asset Management As | 0.04% | Add +3.0% | 172,042 | $15.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +0.6% | 169,710 | $15.3M |
| Bank of Montreal | 0.01% | Reduce -11.6% | 169,381 | $15.3M |
| Focus Partners Wealth | 0.02% | Add +3.9% | 168,312 | $15.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.0% | 165,049 | $14.9M |
| Mairs & Power Inc. | 0.15% | Reduce -22.6% | 163,884 | $14.8M |
| Aberdeen Group plc | 0.02% | Add +0.5% | 162,462 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.5% | 157,953 | $14.2M |
| Capital Management Corp. | 2.34% | Reduce -9.7% | 151,939 | $13.7M |
| Allianz Asset Management GmbH | 0.01% | Add +4.4% | 144,425 | $13.0M |
| AMG National Trust Bank | 0.27% | Add +2.1% | 138,056 | $12.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.7% | 137,401 | $12.4M |
| Cetera Investment Advisers | 0.01% | Add +20.1% | 131,728 | $11.9M |
| National Pension Service | 0.01% | Add +455.1% | 131,469 | $11.8M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -10.3% | 129,198 | $11.6M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +82.6% | 128,905 | $11.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.9% | 128,185 | $11.6M |
| TD Asset Management Inc | 0.01% | Add +8.2% | 124,297 | $11.2M |
| Korea Investment CORP | 0.02% | Reduce -47.4% | 123,966 | $11.2M |
| Danske Bank A/S | 0.03% | Reduce -0.6% | 119,807 | $10.8M |
| Goelzer Investment Management, Inc. | 0.51% | Add +0.3% | 116,874 | $10.5M |
| Swiss Life Asset Management Ltd | 0.05% | Add +44.5% | 81,216 | $10.2M |
| Mediolanum International Funds Ltd | 0.11% | Add +1.9% | 115,549 | $10.2M |
| LBP Am SA | 0.13% | Reduce -7.3% | 109,338 | $9.9M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 108,827 | $9.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -7.2% | 105,590 | $9.5M |
| Assenagon Asset Management S.A. | 0.02% | Add +1230.2% | 105,377 | $9.5M |
| Principal Securities, Inc. | 0.14% | Add +505.4% | 105,011 | $9.5M |
| Cambria Investment Management, L.P. | 0.52% | Add +6.8% | 102,877 | $9.3M |
| Marshall Wace, LLP | 0.01% | Reduce -86.1% | 102,158 | $9.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -36.7% | 100,089 | $9.0M |
| Azimuth Capital Investment Management LLC | 0.33% | Reduce -29.2% | 97,720 | $8.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.8% | 97,531 | $8.8M |
| Prudential Financial Inc. | 0.01% | Reduce -17.4% | 97,510 | $8.8M |
| APG Asset Management N.V. | 0.03% | Reduce -3.1% | 111,990 | $8.8M |
| EDENTREE ASSET MANAGEMENT Ltd | 2.59% | No change | 95,200 | $8.6M |
| Tredje AP-fonden | 0.05% | Add +196.8% | 93,517 | $8.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.2% | 93,167 | $8.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.0% | 92,592 | $8.3M |
| Creative Planning | 0.01% | Add +24.0% | 89,903 | $8.1M |
| Mariner, LLC | 0.01% | Add +13.8% | 88,301 | $8.0M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -5.5% | 88,246 | $8.0M |
| Interval Partners, LP | 0.27% | Reduce -68.7% | 87,808 | $7.9M |
| Mn Services Vermogensbeheer B.V. | 0.05% | No change | 86,815 | $7.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 86,084 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 85,582 | $7.7M |
| Fifth Third Bancorp | 0.01% | Add +821.3% | 84,116 | $7.6M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -2.6% | 83,939 | $7.6M |
| KLP Kapitalforvaltning As | 0.03% | No change | 82,645 | $7.4M |
| Toronto Dominion Bank | 0.01% | Reduce -30.6% | 82,040 | $7.4M |
| Illinois Municipal Retirement Fund | 0.09% | Reduce -27.7% | 78,640 | $7.1M |
| Macquarie Group Ltd. | 0.04% | Reduce -7.5% | 76,142 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.4% | 72,913 | $6.6M |
| DMKC Advisory Services, LLC | 2.73% | Reduce -0.0% | 72,811 | $6.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 71,558 | $6.6M |
| CI Investments Inc. | 0.03% | Add +5.0% | 69,350 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -0.4% | 69,601 | $6.2M |
| CIBC Asset Management Inc | 0.02% | Add +28.8% | 68,408 | $6.2M |
| Wealthfront Advisers LLC | 0.01% | Add +8.3% | 68,407 | $6.2M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +2.1% | 65,587 | $5.9M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 65,219 | $5.9M |
| Munich Reinsurance Co Stock Corp in Munich | 0.14% | Reduce -17.5% | 62,847 | $5.7M |
| Nordea Investment Management AB | 0.01% | Add +6.0% | 63,430 | $5.6M |
| Unison Advisors LLC | 0.42% | Add +0.9% | 61,778 | $5.6M |
| Dean Investment Associates, LLC | 0.78% | Reduce -6.1% | 61,282 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.9% | 61,132 | $5.5M |
| Xponance LLC | 0.04% | Reduce -46.4% | 60,697 | $5.5M |
| Natixis Advisors, LLC | 0.01% | Add +17.7% | 60,605 | $5.5M |
| Arizona State Retirement System | 0.03% | Reduce -2.2% | 59,696 | $5.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -58.8% | 59,399 | $5.4M |
| CIBC Bancorp USA Inc. | 0.01% | — | 59,136 | $5.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.20% | Add +34.5% | 58,079 | $5.2M |
| Ieq Capital, LLC | 0.02% | Add +14.9% | 57,974 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Reduce -1.3% | 55,971 | $5.0M |
| State of Michigan Retirement System | 0.03% | Reduce -1.2% | 55,880 | $5.0M |
| Captrust Financial Advisors | 0.01% | Add +7.0% | 55,632 | $5.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +120.3% | 55,401 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -90.8% | 54,881 | $4.9M |
| Czech National Bank | 0.03% | Add +2.2% | 53,879 | $4.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +2.8% | 52,375 | $4.7M |
| Lazard Asset Management LLC | 0.01% | New | 51,957 | $4.7M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -11.3% | 51,232 | $4.6M |
| MUFG Securities EMEA plc | 0.07% | Reduce -0.2% | 51,111 | $4.6M |
| Empowered Funds, LLC | 0.03% | Add +366.1% | 50,838 | $4.6M |
| Cibc World Market Inc. | 0.01% | New | 49,798 | $4.5M |
| Groupe la Francaise | 0.06% | Add +8.2% | 48,995 | $4.4M |
| SEB Asset Management AB | 0.02% | — | 48,868 | $4.4M |
| Sei Investments Co. | 0.00% | Add +16.6% | 48,184 | $4.3M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -21.1% | 48,096 | $4.3M |
| Donoghue Forlines LLC | 1.19% | Add +190.4% | 47,843 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +449.2% | 47,757 | $4.3M |
| Kerusso Capital Management LLC | 2.14% | Reduce -6.7% | 47,436 | $4.3M |
| Squarepoint Ops LLC | 0.01% | Add +775.8% | 46,661 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.5% | 46,547 | $4.2M |
| Cwm, LLC | 0.01% | Add +6.8% | 46,458 | $4.2M |
| IFM Investors Pty Ltd | 0.03% | Reduce -5.3% | 46,371 | $4.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.9% | 46,084 | $4.2M |
| Kintegral Advisory, LLC | 0.39% | Reduce -4.3% | 45,133 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.8% | 44,974 | $4.1M |
| DNB Asset Management AS | 0.01% | Add +1.5% | 44,734 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.5% | 46,629 | $4.0M |
| Voya Investment Management LLC | 0.00% | Reduce -1.2% | 42,929 | $3.9M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.2% | 42,012 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +2.8% | 40,688 | $3.7M |
| ProShare Advisors LLC | 0.01% | Reduce -5.6% | 40,334 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.9% | 40,304 | $3.6M |
| Ethic Inc. | 0.06% | Add +17.8% | 40,083 | $3.6M |
| Advisors Asset Management, Inc. | 0.06% | Add +3.0% | 39,983 | $3.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +3.8% | 39,439 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +31.4% | 39,393 | $3.5M |
| Amalgamated Bank | 0.03% | Reduce -0.5% | 38,969 | $3.5M |
| Oddo BHF Asset Management Sas | 0.14% | Add +4.2% | 38,826 | $3.5M |
| FAS Wealth Partners, Inc. | 0.22% | Add +4.9% | 38,722 | $3.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 38,995 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +29.5% | 38,423 | $3.5M |
| Alerus Financial NA | 0.17% | Reduce -34.3% | 37,347 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 36,532 | $3.3M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +22.4% | 35,952 | $3.2M |
| Avantax Planning Partners, Inc. | 0.09% | Add +0.7% | 35,622 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +4.3% | 35,620 | $3.2M |
| Utah Retirement Systems | 0.03% | Reduce -3.0% | 35,367 | $3.2M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce -4.0% | 34,830 | $3.1M |
| Foster & Motley Inc. | 0.16% | Reduce -0.9% | 34,673 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 34,140 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +3.2% | 33,952 | $3.1M |
| Centric Wealth Management | 0.61% | Add +2.6% | 30,694 | $3.1M |
| Bank of Nova Scotia | 0.01% | Reduce -56.5% | 32,607 | $2.9M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Reduce -13.8% | 32,600 | $2.9M |
| USS Investment Management Ltd | 0.01% | Add +5.1% | 31,992 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +8.5% | 31,870 | $2.9M |
| NEOS Investment Management LLC | 0.01% | Reduce -3.9% | 30,806 | $2.8M |
| National Bank of Canada | 0.00% | Reduce -56.1% | 30,574 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -23.3% | 30,283 | $2.7M |
| Vident Advisory, LLC | 0.02% | Add +6.3% | 30,110 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +46.3% | 30,015 | $2.7M |
| Rakuten Investment Management, Inc. | 0.01% | Add +11.7% | 30,452 | $2.7M |
| New York Life Investment Management LLC | 0.02% | Add +1.2% | 29,665 | $2.7M |
| Claro Advisors Inc. | 0.32% | Add +8.0% | 29,135 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.2% | 28,847 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.7% | 28,014 | $2.5M |
| Natixis | 0.01% | Reduce -49.3% | 27,416 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -10.0% | 26,572 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +34.9% | 27,405 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -3.5% | 26,382 | $2.4M |
| Simon Quick Advisors, LLC | 0.11% | Add +7.3% | 26,255 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.4% | 25,752 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 25,618 | $2.3M |
| Columbus Macro, LLC | 0.24% | Add +0.9% | 25,418 | $2.3M |
| Man Group plc | 0.00% | Reduce -82.5% | 25,349 | $2.3M |
| Zions Bancorporation, National Association | 0.15% | Add +13646.1% | 25,018 | $2.3M |
| Ostrum Asset Management | 0.13% | Add +18.1% | 24,965 | $2.2M |
| Allstate Corp. | 0.02% | Add +77.3% | 24,849 | $2.2M |
| Heritage Trust Co | 0.22% | Add +22.1% | 24,824 | $2.2M |
| Tidal Investments LLC | 0.01% | New | 24,784 | $2.2M |
| Hohimer Wealth Management, LLC | 0.27% | Add +0.0% | 24,697 | $2.2M |
| Credit Agricole S A | 0.01% | Reduce -70.3% | 24,507 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +52.4% | 24,446 | $2.2M |
| OP Asset Management Ltd | 0.02% | Reduce -7.7% | 23,394 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Add +252.1% | 23,044 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.2% | 22,872 | $2.1M |
| Estate Counselors, LLC | 0.18% | New | 22,708 | $2.0M |
| Siemens Fonds Invest GmbH | 0.12% | No change | 22,676 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.9% | 22,637 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -0.3% | 22,471 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.9% | 22,148 | $2.0M |
| Impax Asset Management Group plc | 0.01% | Add +64.4% | 22,113 | $2.0M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -0.6% | 22,000 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 21,524 | $1.9M |
| Verdence Capital Advisors LLC | 0.11% | Add +131.7% | 21,416 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -14.2% | 21,367 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.0% | 21,043 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | New | 20,985 | $1.9M |
| V-Square Quantitative Management LLC | 0.20% | Add +6.7% | 20,799 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.3% | 20,786 | $1.9M |
| Virtus Investment Advisers, LLC | 0.51% | New | 20,576 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +104.3% | 20,227 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +222.9% | 20,126 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.72% | Add +6.1% | 19,964 | $1.8M |
| Osmosis Investment Management UK Ltd | 0.05% | Add +17.3% | 19,828 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.1% | 19,599 | $1.8M |
| Foster Group, Inc. | 0.05% | Add +2.6% | 19,538 | $1.8M |
| Picton Mahoney Asset Management | 0.02% | Add +106.0% | 19,436 | $1.8M |
| &partners | 0.01% | Add +127.2% | 19,111 | $1.7M |
| BBR Partners, LLC | 0.10% | Reduce -12.3% | 19,298 | $1.7M |
| Holocene Advisors, LP | 0.00% | Reduce -70.0% | 19,232 | $1.7M |
| Pinebridge Investments LLC | 0.01% | Add +48.3% | 19,116 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +154.1% | 19,073 | $1.7M |
| Commerce Bank | 0.01% | Add +2.2% | 18,927 | $1.7M |
| US Bancorp \de | 0.00% | Add +1.2% | 18,819 | $1.7M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +2.5% | 18,699 | $1.7M |
| GoalVest Advisory LLC | 0.33% | Reduce -13.7% | 18,568 | $1.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +186.2% | 18,488 | $1.7M |
| GMO | 0.00% | Reduce -33.9% | 18,258 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +8.3% | 18,101 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 17,737 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +17.4% | 17,689 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.0% | 17,649 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 17,611 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.3% | 17,140 | $1.5M |
| Invst, LLC | 0.17% | New | 17,091 | $1.5M |
| Choreo, LLC | 0.02% | Add +2.3% | 17,015 | $1.5M |
| Farther Finance Advisors, LLC | 0.01% | Add +9.0% | 17,002 | $1.5M |
| Commonwealth Retirement Investments LLC | 0.47% | Add +7.5% | 16,923 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.03% | Add +37.6% | 16,877 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -16.2% | 16,834 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +0.3% | 16,694 | $1.5M |
| SummitTX Capital, L.P. | 0.05% | Reduce -72.5% | 16,511 | $1.5M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | New | 16,500 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,472 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -0.6% | 16,284 | $1.5M |
| Impact Partnership Wealth, LLC | 0.18% | Add +264.3% | 16,053 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +432.6% | 15,876 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +4.7% | 15,737 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.0% | 15,659 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +4304.1% | 15,238 | $1.4M |
| PSI Advisors, LLC | 0.33% | Add +10.2% | 15,069 | $1.4M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.2% | 15,059 | $1.4M |
| Schroder Investment Management Group | 0.00% | Reduce -30.3% | 15,058 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +6.6% | 14,955 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +13.6% | 14,921 | $1.3M |
| Wiregrass Investment Management LLC | 1.08% | Add +6.9% | 14,450 | $1.3M |
| Wellington Management Group LLP | 0.00% | New | 14,425 | $1.3M |
| Avanza Fonder AB | 0.04% | No change | 14,358 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +13.5% | 14,183 | $1.3M |
| Candriam S.C.A. | 0.01% | Reduce -83.1% | 14,177 | $1.3M |
| Procyon Advisors, LLC | 0.06% | Add +3.1% | 14,156 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +42.2% | 13,840 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.13% | New | 13,536 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.5% | 13,359 | $1.2M |
| VCI Wealth Management LLC | 0.33% | Reduce -30.0% | 13,104 | $1.2M |
| Brooklyn Investment Group | 0.04% | Add +58.0% | 12,820 | $1.2M |
| Caprock Group, LLC | 0.03% | Add +3.7% | 12,612 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.4% | 12,515 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +3.2% | 12,439 | $1.1M |
| Kentucky Retirement Systems | 0.08% | Add +62.1% | 22,602 | $1.1M |
| Mork Capital Management, LLC | 0.79% | No change | 12,370 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.40% | Add +17.8% | 12,218 | $1.1M |
| Norinchukin Bank, The | 0.01% | Reduce -0.5% | 12,179 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +16.3% | 12,084 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +0.5% | 11,983 | $1.1M |
| Mizuho Securities USA LLC | 0.03% | Reduce -17.8% | 11,960 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +153.5% | 11,918 | $1.1M |
| Legacy Financial Group LLC | 0.13% | Add +3.7% | 11,768 | $1.1M |
| Gilbert & Cook, Inc. | 0.14% | Reduce -0.7% | 11,704 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.6% | 11,656 | $1.1M |
| Redwood Investment Management, LLC | 0.13% | Reduce -6.5% | 11,590 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Reduce -2.0% | 11,512 | $1.0M |
| Transamerica Financial Advisors, LLC | 0.09% | Add +0.7% | 11,109 | $1.0M |
| Ascent Group, LLC | 0.03% | Add +5.0% | 11,083 | $999K |
| Kepler Cheuvreux (Suisse) SA | 0.07% | Reduce -57.0% | 11,050 | $996K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -15.0% | 11,047 | $995K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -94.6% | 11,009 | $992K |
| Integrity Alliance, Llc. | 0.04% | Add +0.9% | 10,901 | $982K |
| Park Avenue Securities LLC | 0.01% | Add +46.0% | 10,873 | $980K |
| Maryland State Retirement & Pension System | 0.02% | No change | 10,843 | $977K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +26.3% | 10,762 | $970K |
| Martin Capital Partners, LLC | 0.36% | Reduce -0.0% | 10,744 | $968K |
| Greenwood Capital Associates LLC | 0.11% | Reduce -44.6% | 10,728 | $967K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.0% | 10,721 | $966K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +1.3% | 10,637 | $959K |
| West Bancorporation Inc. | 0.48% | No change | 10,610 | $956K |
| Abn Amro Investment Solutions | 0.01% | Add +54.5% | 10,264 | $925K |
| Park Edge Advisors, LLC | 0.21% | No change | 10,236 | $922K |
| Board of the Pension Protection Fund | 0.85% | Reduce -45.5% | 10,200 | $919K |
| Metis Global Partners, LLC | 0.02% | Reduce -10.8% | 10,157 | $915K |
| Brevan Howard Capital Management LP | 0.01% | Add +167.9% | 10,104 | $910K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.0% | 10,100 | $910K |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.3% | 10,092 | $909K |
| Pinion Investment Advisors, LLC | 0.21% | Reduce -15.9% | 9,970 | $898K |
| Pacer Advisors, Inc. | 0.00% | Reduce -50.9% | 9,885 | $891K |
| Brighton Jones LLC | 0.02% | New | 9,866 | $889K |
| Mount Lucas Management LP | 0.33% | New | 9,836 | $886K |
| Plato Investment Management Ltd | 0.06% | No change | 9,747 | $879K |
| Basepoint Wealth LLC | 0.50% | Add +0.3% | 9,603 | $865K |
| Praxis Investment Management Inc. | 0.05% | No change | 9,570 | $862K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 9,552 | $861K |
| FIL Ltd | 0.00% | Add +260.9% | 9,548 | $860K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -2.3% | 9,547 | $860K |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 9,504 | $857K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.6% | 9,325 | $840K |
| Generali Asset Management SPA SGR | 0.02% | Reduce -56.2% | 9,259 | $834K |
| New Mexico Educational Retirement Board | 0.03% | No change | 9,254 | $834K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +1.1% | 9,129 | $823K |
| ING Groep NV | 0.01% | Reduce -2.6% | 9,046 | $815K |
| Holderness Investments Co. | 0.16% | Reduce -0.6% | 8,978 | $809K |
| Allworth Financial LP | 0.00% | Add +8.4% | 8,944 | $806K |
| South Dakota Investment Council | 0.02% | No change | 8,914 | $803K |
| United Capital Financial Advisors, LLC | 0.00% | Add +17.1% | 8,836 | $796K |
| Walleye Trading LLC | 0.02% | New | 8,806 | $794K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.6% | 8,801 | $793K |
| Chicago Partners Investment Group LLC | 0.02% | Add +12.3% | 8,084 | $788K |
| Syon Capital LLC | 0.04% | Add +4.5% | 8,736 | $787K |
| Hilltop Holdings Inc. | 0.07% | Add +23.5% | 8,707 | $785K |
| GAMMA Investing LLC | 0.04% | Add +11.4% | 8,673 | $782K |
| Woodline Partners LP | 0.00% | Add +110.3% | 8,569 | $772K |
| Fulton Bank, N.A. | 0.03% | New | 8,531 | $769K |
| Jane Street Group, LLC | 0.00% | Reduce -95.0% | 8,463 | $763K |
| Curat Global, LLC | 0.75% | Add +32.0% | 8,424 | $759K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.0% | 8,420 | $759K |
| Horizon Investments, LLC | 0.01% | Add +72.4% | 8,391 | $756K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +9.7% | 8,387 | $756K |
| Intech Investment Management LLC | 0.01% | Reduce -28.3% | 8,209 | $740K |
| Curi Capital, LLC | 0.01% | Add +0.8% | 8,183 | $737K |
| Atlas Capital Advisors Inc. | 0.08% | Add +395.8% | 8,181 | $737K |
| Equitable Holdings, Inc. | 0.00% | Add +2.4% | 8,335 | $736K |
| IFP Advisors, Inc | 0.02% | Add +1.7% | 8,138 | $733K |
| Saudi Central Bank | 0.02% | New | 8,109 | $731K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,103 | $730K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +14.4% | 7,969 | $718K |
| HB Wealth Management, LLC | 0.00% | Add +6.6% | 7,947 | $716K |
| City State Bank | 0.19% | No change | 7,938 | $715K |
| Empirical Finance, LLC | 0.03% | Reduce -0.3% | 7,825 | $705K |
| Wolff Financial Management LLC | 0.16% | No change | 7,815 | $704K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +11.6% | 7,815 | $704K |
| Raleigh Capital Management Inc. | 0.24% | New | 7,803 | $703K |
| Exchange Traded Concepts, LLC | 0.01% | Add +80.8% | 7,777 | $701K |
| Seeds Investor LLC | 0.09% | Add +81.7% | 7,361 | $693K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -46.3% | 7,685 | $693K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -15.8% | 7,659 | $690K |
| Vivid Wealth Management, LLC | 0.28% | Add +0.0% | 7,625 | $687K |
| Sunbelt Securities, Inc. | 0.04% | No change | 7,442 | $671K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 7,413 | $668K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -0.1% | 7,392 | $666K |
| National Wealth Management Group, LLC | 0.25% | Reduce -35.1% | 7,343 | $662K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.2% | 7,334 | $661K |
| Centennial Wealth Advisory LLC | 0.16% | Add +19.7% | 7,252 | $653K |
| Mokosak Advisory Group, LLC | 0.16% | Reduce -2.9% | 7,001 | $631K |
| Integrated Wealth Concepts LLC | 0.01% | Add +72.8% | 6,999 | $631K |
| Carret Asset Management, LLC | 0.06% | No change | 6,948 | $626K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.6% | 6,921 | $624K |
| Keybank National Association | 0.00% | Add +69.8% | 6,906 | $622K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.3% | 6,883 | $620K |
| Frec Markets, Inc. | 0.11% | New | 6,866 | $619K |
| Vestcor Inc | 0.02% | No change | 6,839 | $616K |
| Harbour Investments, Inc. | 0.01% | Add +196.5% | 6,781 | $611K |
| CenterStar Asset Management, LLC | 0.59% | New | 6,776 | $610K |
| Regions Financial Corp. | 0.00% | Reduce -0.6% | 6,724 | $606K |
| UMB Bank, n.a. | 0.01% | Add +0.3% | 6,713 | $605K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.4% | 6,666 | $601K |
| Lido Advisors, LLC | 0.00% | Add +14.9% | 6,664 | $601K |
| Greenleaf Trust | 0.01% | Add +5.8% | 6,650 | $599K |
| M&T Bank Corp | 0.00% | Add +5.8% | 6,605 | $596K |
| Obermeyer Wealth Partners | 0.03% | No change | 6,591 | $594K |
| Jacobi Capital Management LLC | 0.03% | Reduce -8.0% | 6,590 | $594K |
| OmniStar Financial Group, Inc. | 0.30% | New | 6,501 | $585K |
| Callan Family Office, LLC | 0.01% | Reduce -4.6% | 6,480 | $584K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.4% | 6,452 | $581K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 6,450 | $581K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | No change | 6,450 | $581K |
| Arkadios Wealth Advisors | 0.01% | Add +22.6% | 6,384 | $575K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.9% | 6,330 | $570K |
| Hilltop National Bank | 0.14% | No change | 6,299 | $568K |
| North Dakota State Investment Board | 0.02% | Reduce -17.6% | 6,290 | $567K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 6,287 | $567K |
| Romano Brothers and Company | 0.06% | No change | 6,185 | $557K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.4% | 6,182 | $557K |
| Smartleaf Asset Management LLC | 0.02% | Add +84.6% | 6,246 | $551K |
| Vontobel Holding Ltd. | 0.00% | No change | 6,102 | $550K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.1% | 5,959 | $537K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 5,943 | $536K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,884 | $530K |
| Polymer Capital Management (US) LLC | 0.08% | New | 5,878 | $530K |
| Burns Matteson Capital Management, LLC | 0.21% | New | 5,871 | $529K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 5,844 | $527K |
| Gentry Private Wealth, LLC | 0.31% | Reduce -11.1% | 5,764 | $519K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +16.8% | 5,753 | $518K |
| Tobam | 0.13% | New | 5,692 | $513K |
| Apella Capital, LLC | 0.01% | Reduce -9.1% | 5,301 | $510K |
| Palisade Asset Management, LLC | 0.05% | Add +0.4% | 5,637 | $508K |
| Wealth Alliance, LLC | 0.05% | New | 5,541 | $499K |
| AIA Group Ltd | 0.01% | Reduce -17.1% | 5,517 | $497K |
| Iowa State Bank | 0.09% | Reduce -3.9% | 5,507 | $496K |
| Focus Financial Network, Inc. | 0.02% | Add +5.8% | 5,503 | $496K |
| Mufg Securities Americas Inc. | 0.03% | Add +1.6% | 5,474 | $493K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.8% | 5,336 | $481K |
| Tema ETFs LLC | 0.03% | Add +0.4% | 5,281 | $476K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -7.3% | 5,259 | $474K |
| STRS Ohio | 0.00% | Reduce -0.1% | 5,205 | $469K |
| Waldron Private Wealth LLC | 0.02% | Add +11.8% | 5,204 | $469K |
| Benin Management CORP | 0.11% | No change | 5,200 | $469K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.1% | 5,186 | $467K |
| Nomura Holdings Inc. | 0.00% | Reduce -8.7% | 5,180 | $467K |
| Aprio Wealth Management, LLC | 0.03% | Add +8.8% | 5,135 | $463K |
| Krilogy Financial LLC | 0.01% | Reduce -2.5% | 4,920 | $462K |
| QRG Capital Management, Inc. | 0.00% | Add +14.9% | 5,115 | $461K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.9% | 5,099 | $459K |
| Hancock Whitney Corp. | 0.01% | Reduce -2.9% | 4,530 | $457K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +17.7% | 5,070 | $457K |
| Canada Post Corp Registered Pension Plan | 0.02% | No change | 5,046 | $455K |
| Mgo One Seven LLC | 0.01% | Add +15.5% | 5,005 | $451K |
| Prudential PLC | 0.00% | New | 4,995 | $450K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 4,918 | $443K |
| Legato Capital Management LLC | 0.04% | Reduce -39.9% | 4,909 | $442K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.9% | 4,842 | $436K |
| Twin Capital Management Inc. | 0.06% | Reduce -2.5% | 4,774 | $430K |
| LVW Advisors, LLC | 0.04% | Add +24.3% | 4,770 | $430K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -30.0% | 4,718 | $425K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,218 | $420K |
| Rexford Capital Inc. | 0.29% | No change | 4,556 | $411K |
| Rothschild Investment LLC | 0.02% | Add +2.4% | 4,542 | $409K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.4% | 4,540 | $409K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.0% | 4,533 | $408K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -5.0% | 4,454 | $401K |
| Beacon Financial Group | 0.04% | Add +2.8% | 4,451 | $401K |
| Vise Technologies, Inc. | 0.01% | No change | 4,541 | $401K |
| DGS Capital Management, LLC | 0.07% | Add +4.1% | 4,425 | $399K |
| Aaron Wealth Advisors LLC | 0.02% | Add +21.0% | 4,423 | $399K |
| Perpetual Ltd | 0.01% | Add +11.4% | 4,337 | $391K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.0% | 4,264 | $384K |
| Advisory Services Network, LLC | 0.01% | Add +59.7% | 4,263 | $384K |
| Argentarii, LLC | 0.13% | Reduce -11.3% | 4,249 | $383K |
| Sompo Asset Management Co., Ltd. | 0.07% | No change | 4,240 | $382K |
| Bull Harbor Capital LLC | 0.10% | — | 4,223 | $381K |
| Optima Capital LLC | 0.17% | Add +5.2% | 4,173 | $376K |
| Gateway Investment Advisers LLC | 0.00% | Add +39.1% | 4,098 | $369K |
| Ritholtz Wealth Management | 0.01% | Add +56.1% | 4,092 | $369K |
| Strategic Investment Advisors / MI | 0.03% | New | 4,069 | $367K |
| Fourpath Capital Management, LLC | 0.05% | New | 4,068 | $367K |
| Blackhawk Capital Partners, LLC | 0.13% | Add +0.8% | 4,058 | $366K |
| Machina Capital S.A.S. | 0.07% | New | 4,027 | $363K |
| JMN Financial LLC | 0.36% | Add +1.6% | 4,023 | $363K |
| ETF Portfolio Partners, Inc. | 0.10% | New | 4,015 | $362K |
| Brown Brothers Harriman & Co. | 0.00% | Add +123.4% | 4,014 | $362K |
| City National Bank of Florida | 0.22% | New | 4,007 | $361K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 4,003 | $361K |
| Jackson, Grant Investment Advisers, Inc. | 0.12% | No change | 3,995 | $360K |
| Independent Advisor Alliance | 0.00% | Add +2.9% | 3,956 | $356K |
| Glaxis Capital Management, LLC | 0.44% | No change | 3,941 | $355K |
| One Wealth Advisors, LLC | 0.04% | Add +9.0% | 3,896 | $351K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 3,882 | $350K |
| HBK Sorce Advisory LLC | 0.01% | Add +28.6% | 3,451 | $347K |
| Arax Advisory Partners | 0.01% | Reduce -39.5% | 3,830 | $346K |
| Daymark Wealth Partners, LLC | 0.01% | Add +6.8% | 3,826 | $345K |
| Robinson Smith Wealth Advisors LLC | 0.23% | No change | 3,821 | $344K |
| Gateway Wealth Partners, LLC | 0.01% | New | 3,780 | $341K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -17.6% | 3,770 | $340K |
| Asahi Life Asset Management Co., LTD. | 0.22% | Reduce -18.8% | 3,769 | $340K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +57.0% | 3,756 | $338K |
| Essex Financial Services, Inc. | 0.02% | Add +15.7% | 3,755 | $338K |
| Huntington National Bank | 0.00% | Reduce -28.9% | 3,717 | $335K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -11.1% | 3,716 | $335K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 3,715 | $335K |
| TCW Group Inc. | 0.00% | Add +5.0% | 3,701 | $333K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.6% | 3,698 | $333K |
| Alteri Wealth LLC | 0.11% | Reduce -1.5% | 3,660 | $330K |
| Checchi Capital Advisers, LLC | 0.02% | Add +11.0% | 3,631 | $327K |
| International Private Wealth Advisors LLC | 0.20% | Add +25.4% | 3,624 | $327K |
| Hantz Financial Services, Inc. | 0.01% | Add +199.9% | 3,614 | $326K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -1.5% | 3,536 | $319K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,525 | $317K |
| Waddell & Associates, LLC | 0.02% | Reduce -6.7% | 3,455 | $311K |
| First Citizens Financial Corp | 0.14% | Reduce -6.8% | 3,404 | $307K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +25.7% | 3,382 | $305K |
| Provident Living Financial Services, Inc. | 0.34% | No change | 3,375 | $304K |
| Central Pacific Bank - Trust Division | 0.04% | Add +11.5% | 3,349 | $302K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | No change | 3,332 | $300K |
| Mirabella Financial Services LLP | 0.03% | Add +20.6% | 3,286 | $296K |
| GTS Securities LLC | 0.01% | Add +20.7% | 3,271 | $295K |
| Blair William & Co. | 0.00% | Add +25.4% | 3,248 | $293K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 3,243 | $292K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -16.4% | 3,235 | $292K |
| Evergreen Capital Management LLC | 0.01% | New | 3,227 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -23.7% | 3,219 | $290K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.9% | 3,210 | $289K |
| Foundations Investment Advisors, LLC | 0.00% | Add +25.6% | 3,208 | $289K |
| Chesley Taft & Associates LLC | 0.01% | Add +0.1% | 3,206 | $289K |
| Nicolet Bankshares Inc. | 0.01% | Add +11.9% | 3,183 | $287K |
| Mutual Advisors, LLC | 0.01% | Add +9.3% | 3,178 | $286K |
| Csenge Advisory Group | 0.01% | Reduce -5.0% | 3,167 | $285K |
| Sivia Capital Partners, LLC | 0.06% | Reduce -54.8% | 3,162 | $285K |
| Midwest Heritage Bank, FSB | 0.09% | New | 3,155 | $284K |
| Oslo Pensjonsforsikring AS | 0.04% | — | 3,152 | $284K |
| Valeo Financial Advisors, LLC | 0.01% | Add +6.0% | 3,143 | $283K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.9% | 3,130 | $282K |
| Adams Wealth Management | 0.06% | Reduce -0.0% | 3,128 | $282K |
| CacheTech Inc. | 0.05% | Reduce -0.0% | 3,128 | $282K |
| Argent Trust Co | 0.01% | Reduce -9.4% | 3,106 | $280K |
| Kane Co Wealth Management, Inc. | 0.24% | Reduce -10.5% | 3,118 | $279K |
| Compound Planning, Inc. | 0.01% | Add +9.5% | 3,075 | $277K |
| Wedbush Securities Inc. | 0.01% | New | 3,046 | $274K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.5% | 3,036 | $274K |
| Rockland Trust Co. | 0.01% | No change | 3,027 | $273K |
| Leavell Investment Management, Inc. | 0.01% | Add +15.2% | 3,024 | $273K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 3,014 | $272K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.1% | 3,012 | $271K |
| Security National Bank of So Dak | 0.13% | No change | 3,000 | $270K |
| Glassy Mountain Advisors, Inc. | 0.08% | No change | 3,000 | $270K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -11.3% | 2,953 | $266K |
| Busey Bank | 0.01% | Add +1.6% | 2,951 | $266K |
| Kera Capital Partners, Inc. | 0.03% | Add +20.3% | 2,904 | $262K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -4.2% | 2,894 | $259K |
| Accredited Investors Inc. | 0.01% | New | 2,866 | $258K |
| Xxi Wealth, LLC | 0.15% | New | 2,847 | $257K |
| OFS Enterprise LLC | 0.07% | — | 2,827 | $255K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +3.3% | 2,825 | $255K |
| Apeiron RIA LLC | 0.06% | New | 2,782 | $251K |
| Balefire, LLC | 0.05% | Add +0.2% | 2,771 | $250K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -75.1% | 2,763 | $249K |
| CX Institutional | 0.01% | Reduce -8.8% | 2,756 | $248K |
| Cidel Asset Management Inc. | 0.01% | Add +19.1% | 2,748 | $248K |
| Ballentine Partners, LLC | 0.00% | Add +0.2% | 2,746 | $247K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -3.2% | 2,733 | $246K |
| Winnacle Wealth LLC | 0.19% | Add +1.0% | 2,729 | $246K |
| Patton Fund Management, Inc. | 0.04% | No change | 2,706 | $244K |
| Kinloch Capital, LLC | 0.10% | No change | 2,675 | $241K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Add +0.9% | 2,674 | $241K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,667 | $240K |
| Westmount Partners, LLC | 0.06% | No change | 2,648 | $239K |
| MASTERINVEST Kapitalanlage GmbH | 0.02% | No change | 2,646 | $238K |
| Investment Research & Advisory Group, Inc. | 0.08% | No change | 2,636 | $238K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -18.6% | 2,629 | $237K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Add +5.4% | 2,609 | $235K |
| Wedmont Private Capital | 0.01% | Reduce -4.4% | 2,492 | $235K |
| Tsfg, LLC | 0.04% | Add +0.9% | 2,593 | $234K |
| Signaturefd, LLC | 0.00% | Add +6.3% | 2,582 | $233K |
| Sageworth Trust Co | 0.01% | Reduce -4.0% | 2,577 | $232K |
| World Investment Advisors | 0.00% | New | 2,540 | $229K |
| Caerus Investment Advisors, LLC | 0.10% | Reduce -21.1% | 2,539 | $229K |
| Sageworth Trust Co of South Dakota | 0.18% | Reduce -28.4% | 2,528 | $228K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $228K |
| Argonautica Private Wealth Management, Inc. | 0.07% | Reduce -70.3% | 2,516 | $227K |
| Nilsine Partners, LLC | 0.02% | New | 2,270 | $226K |
| Edgestream Partners, L.P. | 0.01% | New | 2,501 | $225K |
| S&co Inc. | 0.01% | No change | 2,500 | $225K |
| Paladin Partners, LLC | 0.16% | No change | 2,490 | $224K |
| First Nebraska Trust Co | 0.02% | Reduce -2.0% | 2,479 | $223K |
| Renaissance Group LLC | 0.01% | Reduce -22.1% | 2,422 | $218K |
| Van Eck Associates Corp. | 0.00% | Add +4.8% | 2,423 | $218K |
| Resurgent Financial Advisors LLC | 0.08% | Add +0.5% | 2,414 | $218K |
| Smith, Moore & Co. | 0.02% | No change | 2,412 | $217K |
| Jump Financial, LLC | 0.00% | New | 2,402 | $216K |
| Cora Capital Advisors LLC | 0.07% | No change | 2,401 | $216K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,400 | $216K |
| Simplicity Wealth,LLC | 0.01% | New | 2,376 | $214K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,370 | $214K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 2,360 | $213K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,359 | $213K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -33.5% | 2,353 | $212K |
| Paragon Capital Management Ltd | 0.04% | Reduce -4.3% | 2,352 | $212K |
| Trust Asset Management LLC | 0.02% | No change | 2,352 | $212K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -26.8% | 2,351 | $212K |
| Composition Wealth, LLC | 0.00% | New | 2,342 | $211K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -1.8% | 2,336 | $210K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -57.2% | 2,333 | $210K |
| CreativeOne Wealth, LLC | 0.00% | New | 2,329 | $210K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -47.8% | 2,329 | $210K |
| Auxier Asset Management LLC | 0.03% | No change | 2,322 | $209K |
| Koshinski Asset Management, Inc. | 0.01% | Add +0.0% | 2,305 | $208K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +0.9% | 2,299 | $207K |
| Plancorp, LLC | 0.01% | New | 2,242 | $206K |
| First Bank & Trust | 0.03% | New | 2,282 | $206K |
| Brown Advisory Inc. | 0.00% | Reduce -29.3% | 2,272 | $205K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.6% | 2,265 | $204K |
| HUB Investment Partners, LLC | 0.01% | New | 2,259 | $204K |
| Rothschild Wealth LLC | 0.02% | New | 2,254 | $203K |
| Evoke Wealth, LLC | 0.00% | Reduce -4.4% | 2,221 | $200K |
| Clarity Asset Management, Inc. | 0.10% | Add +0.7% | 2,133 | $192K |
| Employees Retirement System of Texas | 0.00% | No change | 2,126 | $192K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.5% | 2,039 | $184K |
| Mather Group, Llc. | 0.00% | New | 1,965 | $177K |
| Capital Analysts, LLC | 0.00% | Reduce -2.4% | 1,907 | $172K |
| MV Capital Management, Inc. | 0.02% | Add +123.0% | 1,900 | $171K |
| Parallel Advisors, LLC | 0.00% | Add +12.2% | 1,892 | $170K |
| Private Trust Co. NA | 0.02% | Add +42.0% | 1,876 | $169K |
| Hills Bank & Trust Co | 0.01% | Add +15.8% | 1,854 | $167K |
| West Financial Advisors, LLC | 0.03% | No change | 1,806 | $163K |
| Silvant Capital Management LLC | 0.01% | No change | 1,747 | $157K |
| Park Place Capital Corp | 0.03% | New | 1,732 | $156K |
| Fideuram Asset Management (Ireland) dac | 0.02% | Add +141.7% | 1,617 | $155K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.3% | 1,714 | $154K |
| Harbor Investment Advisory, LLC | 0.01% | Add +3.0% | 1,704 | $154K |
| Manchester Capital Management LLC | 0.02% | No change | 1,680 | $151K |
| Private Wealth Asset Management, LLC | 0.02% | Add +311.7% | 1,659 | $149K |
| LGT Financial Advisors LLC | 0.71% | No change | 1,547 | $139K |
| AlphaCentric Advisors LLC | 0.13% | New | 1,462 | $132K |
| Nemes Rush Group LLC | 0.01% | No change | 1,440 | $130K |
| JNBA Financial Advisors | 0.01% | No change | 1,432 | $129K |
| Quent Capital, LLC | 0.01% | Reduce -11.6% | 1,415 | $127K |
| Raiffeisen Bank International AG | 0.00% | Reduce -10.2% | 1,410 | $124K |
| Versant Capital Management, Inc | 0.01% | Add +13.5% | 1,331 | $120K |
| Larson Financial Group LLC | 0.00% | Add +20.8% | 1,330 | $120K |
| Essential Partners LLC | 0.04% | Reduce -43.1% | 1,321 | $119K |
| Key Capital Management, INC | 0.08% | Add +33.1% | 1,300 | $117K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.5% | 1,284 | $116K |
| CVA Family Office, LLC | 0.01% | Add +12.5% | 1,269 | $114K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,202 | $108K |
| RMG Wealth Management LLC | 0.01% | No change | 1,059 | $106K |
| Olistico Wealth, LLC | 0.05% | Add +0.9% | 1,169 | $105K |
| Root Financial Partners, LLC | 0.00% | Add +16.9% | 1,112 | $100K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,099 | $99K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,097 | $99K |
| Richardson Financial Services Inc. | 0.06% | Reduce -2.7% | 1,080 | $97K |
| Deseret Mutual Benefit Administrators | 0.03% | Add +87.0% | 1,079 | $97K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.7% | 1,073 | $97K |
| Geneos Wealth Management Inc. | 0.00% | Add +9.7% | 1,042 | $94K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,037 | $93K |
| CoreCap Advisors, LLC | 0.00% | Add +33.4% | 1,018 | $92K |
| Pingora Partners LLC | 0.05% | No change | 1,000 | $90K |
| AlphaCore Capital LLC | 0.00% | New | 972 | $88K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $87K |
| Security National Bank | 0.01% | No change | 960 | $87K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 951 | $86K |
| Johnson Financial Group, Inc. | 0.00% | Add +94.6% | 930 | $84K |
| Blue Trust, Inc. | 0.00% | Add +14.8% | 921 | $83K |
| Andra AP-fonden | 0.00% | New | 900 | $81K |
| First Command Advisory Services, Inc. | 0.00% | No change | 893 | $80K |
| TFC Financial Management, Inc. | 0.01% | Reduce -3.1% | 844 | $76K |
| Trask Adam Roland | 0.06% | — | 750 | $68K |
| Park National Corp. | 0.00% | Reduce -73.3% | 741 | $67K |
| Rossby Financial, LCC | 0.01% | Add +333.7% | 707 | $64K |
| Whipplewood Advisors, LLC | 0.03% | No change | 700 | $63K |
| Bokf, NA | 0.00% | Reduce -15.2% | 683 | $62K |
| Ascentis Independent Advisors | 0.00% | New | 673 | $61K |
| Tompkins Financial Corp. | 0.00% | No change | 650 | $59K |
| Cromwell Holdings LLC | 0.03% | No change | 642 | $58K |
| Bfsg, LLC | 0.01% | Reduce -0.6% | 618 | $56K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 607 | $55K |
| First Horizon Corp. | 0.00% | Add +1.7% | 593 | $53K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -10.0% | 583 | $53K |
| Financial Consulate, Inc. | 0.01% | Add +4.4% | 575 | $52K |
| Legacy Bridge, LLC | 0.02% | No change | 570 | $51K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +2057.7% | 561 | $51K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 561 | $51K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 560 | $50K |
| Dynamic Wealth Strategies, LLC | 0.03% | Add +5.7% | 558 | $50K |
| CYBER HORNET ETFs LLC | 0.03% | Reduce -11.0% | 549 | $49K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.0% | 547 | $49K |
| Stilwell Value LLC | 0.05% | No change | 547 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 546 | $49K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +13.3% | 536 | $48K |
| Motco | 0.00% | No change | 535 | $48K |
| City Holding Co. | 0.01% | No change | 525 | $47K |
| First Community Trust NA | 0.03% | Reduce -42.1% | 517 | $47K |
| True Wealth Design, LLC | 0.01% | Add +0.8% | 515 | $46K |
| Westpac Banking Corp. | 0.00% | No change | 511 | $46K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | New | 500 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -18.0% | 484 | $44K |
| Clean Yield Group | 0.01% | No change | 484 | $44K |
| Navigoe, LLC | 0.03% | No change | 488 | $43K |
| Pflug Koory, LLC | 0.02% | Add +66.0% | 473 | $43K |
| Ossiam | 0.00% | Reduce -99.2% | 465 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.3% | 461 | $42K |
| Fortis Group Advisors, LLC | 0.01% | No change | 458 | $41K |
| Paladin Advisory Group, LLC | 0.03% | No change | 449 | $40K |
| SJS Investment Consulting Inc. | 0.00% | No change | 433 | $39K |
| Princeton Global Asset Management LLC | 0.01% | Add +1.4% | 430 | $39K |
| International Assets Investment Management, LLC | 0.00% | Add +62.3% | 430 | $39K |
| Capital & Planning, LLC | 0.02% | New | 424 | $38K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 423 | $38K |
| Wilkerson Advisory Group LLC | 0.01% | Add +57.5% | 422 | $38K |
| BankPlus Trust Department | 0.01% | No change | 422 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 414 | $37K |
| Gould Capital, LLC | 0.02% | New | 408 | $37K |
| Lanark Financial, Inc. | 0.00% | Add +113.2% | 405 | $36K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 396 | $36K |
| Clearstead Advisors, LLC | 0.00% | Reduce -68.6% | 395 | $36K |
| MCF Advisors LLC | 0.00% | No change | 394 | $36K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 385 | $35K |
| Curio Wealth, LLC | 0.01% | Add +1.3% | 384 | $35K |
| Comprehensive Financial Planning, Inc. | 0.02% | New | 381 | $34K |
| FWL Investment Management, LLC | 0.01% | No change | 380 | $34K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 367 | $33K |
| Toth Financial Advisory Corp. | 0.00% | No change | 365 | $33K |
| Covestor Ltd | 0.02% | Reduce -2.8% | 351 | $32K |
| Signature Equity Partners, LLC | 0.02% | Add +5733.3% | 350 | $32K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 349 | $31K |
| American National Bank & Trust | 0.00% | No change | 349 | $31K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.5% | 348 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -1.2% | 342 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 334 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 325 | $29K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.3% | 314 | $28K |
| MBM Wealth Consultants, LLC | 0.01% | New | 307 | $28K |
| First Pacific Financial | 0.00% | Add +1.0% | 303 | $27K |
| Colonial Trust Co / SC | 0.00% | Add +2.7% | 303 | $27K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $27K |
| Valley Wealth Managers, Inc. | 0.00% | New | 300 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 295 | $27K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 293 | $26K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -32.8% | 285 | $26K |
| YANKCOM Partnership | 0.01% | No change | 282 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 277 | $25K |
| Hoertkorn Richard Charles | 0.02% | No change | 272 | $25K |
| Center for Financial Planning, Inc. | 0.00% | No change | 264 | $24K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 261 | $24K |
| Fortitude Family Office, LLC | 0.01% | Reduce -39.5% | 245 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 243 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -1.6% | 241 | $22K |
| St Germain D J Co. Inc. | 0.00% | Reduce -40.0% | 239 | $22K |
| 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% | No change | 234 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 235 | $21K |
| GW&K Investment Management, LLC | 0.00% | Add +3.1% | 236 | $21K |
| Triumph Capital Management | 0.00% | Add +751.9% | 230 | $21K |
| Country Trust Bank | 0.00% | No change | 221 | $20K |
| Key Financial Inc | 0.00% | No change | 219 | $20K |
| Activest Wealth Management | 0.00% | Add +1.9% | 215 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +294.4% | 213 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.9% | 212 | $19K |
| SRH Advisors, LLC | 0.01% | No change | 211 | $19K |
| Blueline Advisors LLC | 0.01% | No change | 206 | $19K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 206 | $19K |
| TopTier Wealth Management, LLC | 0.01% | New | 202 | $18K |
| Axiom Investment Management LLC | 0.01% | — | 200 | $18K |
| Kentucky Trust Co | 0.01% | No change | 200 | $18K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 200 | $18K |
| Union Savings Bank | 0.01% | No change | 195 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +11.8% | 190 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 189 | $17K |
| Smithfield Trust Co | 0.00% | No change | 190 | $17K |
| Marquette Asset Management, LLC | 0.00% | No change | 188 | $17K |
| Eastern Bank | 0.00% | New | 188 | $17K |
| Gill Capital Partners, LLC | 0.00% | New | 187 | $17K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 186 | $17K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 180 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +40.0% | 161 | $16K |
| SBI Securities Co., Ltd. | 0.00% | No change | 179 | $16K |
| Team Financial Group, LLC | 0.01% | Add +1.1% | 176 | $16K |
| Investors Research Corp | 0.00% | No change | 173 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 173 | $16K |
| Spire Wealth Management | 0.00% | Reduce -34.1% | 172 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 169 | $15K |
| Optiver Holding B.V. | 0.00% | New | 165 | $15K |
| Ameriflex Group, Inc. | 0.01% | Reduce -51.9% | 164 | $15K |
| Ares Financial Consulting, LLC | 0.01% | No change | 161 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 158 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +55.0% | 155 | $14K |
| CoreFirst Bank & Trust | 0.01% | No change | 150 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | Add +100.0% | 150 | $14K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 149 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +11.4% | 147 | $13K |
| Community Bank, N.A. | 0.00% | New | 147 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 146 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 138 | $13K |
| Burkett Financial Services, LLC | 0.00% | Add +1.5% | 139 | $13K |
| PFS Partners, LLC | 0.01% | Add +0.8% | 125 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +1.8% | 111 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 123 | $11K |
| Sachetta, LLC | 0.01% | Add +6.1% | 122 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -63.2% | 118 | $11K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 117 | $11K |
| Asset Dedication, LLC | 0.00% | Reduce -29.8% | 113 | $10K |
| LRI Investments, LLC | 0.00% | Add +330.8% | 112 | $10K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -81.4% | 111 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $10K |
| Fairway Wealth LLC | 0.00% | New | 105 | $9K |
| Dagco, Inc. | 0.00% | New | 104 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 103 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 100 | $9K |
| PlanVest Financial, Inc | 0.01% | — | 100 | $9K |
| Graney & King, LLC | 0.00% | No change | 100 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $9K |
| Albion Financial Group | 0.00% | No change | 100 | $9K |
| Atwood & Palmer Inc. | 0.00% | No change | 100 | $9K |
| Torren Management, LLC | 0.00% | Reduce -94.0% | 98 | $9K |
| Southern Michigan Bank & Trust | 0.00% | — | 95 | $9K |
| Vanguard National Trust Co | 0.00% | — | 90 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -61.5% | 87 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 86 | $8K |
| Vision Financial Markets LLC | 0.01% | No change | 76 | $7K |
| USA Financial Formulas | 0.00% | Reduce -36.2% | 74 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -45.2% | 68 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 70 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 64 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 57 | $5K |
| Bayforest Capital Ltd | 0.01% | New | 56 | $5K |
| Westfuller Advisors, LLC | 0.00% | Reduce -3.5% | 56 | $5K |
| Cornerstone Financial Management LLC | 0.00% | No change | 54 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Add +107.7% | 54 | $5K |
| Davis Capital Management | 0.00% | No change | 52 | $5K |
| SouthState Bank Corp | 0.00% | No change | 49 | $4K |
| POM Investment Strategies, LLC | 0.01% | No change | 49 | $4K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 45 | $4K |
| Phillip James Consulting Co. | 0.00% | New | 50 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 53 | $4K |
| Archer Investment Corp | 0.00% | No change | 44 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +7.3% | 44 | $4K |
| Kilter Group LLC | 0.00% | Add +36.7% | 41 | $4K |
| Abound Wealth Management | 0.00% | No change | 41 | $4K |
| SHP Wealth Management | 0.00% | Reduce -37.9% | 41 | $4K |
| HM Payson & Co. | 0.00% | No change | 39 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 38 | $3K |
| Napier Financial, LLC | 0.00% | New | 37 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +350.0% | 36 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 36 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.06% | No change | 34 | $3K |
| Summit Securities Group LLC | 0.00% | Reduce -89.3% | 32 | $3K |
| Corsicana & Co. | 0.00% | No change | 32 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -20.6% | 27 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +19.1% | 25 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +19.1% | 25 | $2K |
| Clark Wealth Partners | 0.00% | Add +76.9% | 23 | $2K |
| Clayton Financial Group LLC | 0.00% | No change | 23 | $2K |
| Avion Wealth | 0.00% | No change | 24 | $2K |
| Nvwm, LLC | 0.00% | No change | 20 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +26.7% | 19 | $2K |
| DT Investment Partners, LLC | 0.00% | Reduce -92.4% | 16 | $1K |
| Portus Wealth Advisors, LLC | 0.00% | New | 15 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Investors Portfolio Services LLC | 0.00% | Add +62.5% | 13 | $1K |
| 1015 Capital Partners, LLC | 0.00% | No change | 12 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +9.1% | 12 | $1K |
| Truvestments Capital LLC | 0.00% | New | 12 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 15 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 11 | $991 |
| Trust Co. of Toledo NA | 0.00% | New | 10 | $901 |
| Arcadia Investment Management Corp. | 0.00% | No change | 9 | $811 |
| Burk Holdings LLC | 0.00% | New | 8 | $721 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 8 | $721 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $721 |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 6 | $541 |
| Addison Advisors LLC | 0.00% | No change | 6 | $541 |
| WestEnd Advisors, LLC | 0.00% | No change | 6 | $541 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 5 | $451 |
| Evolution Wealth Management Inc. | 0.00% | No change | 5 | $451 |
| Seneschal Advisors, LLC | 0.00% | No change | 5 | $451 |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $451 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $451 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $451 |
| Arlington Trust Co LLC | 0.00% | New | 5 | $451 |
| PMV Capital Advisers, LLC | 0.00% | New | 4 | $386 |
| Y.D. More Investments Ltd | 0.00% | Reduce -19.0% | 961 | $274 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $181 |
| Synergy Investment Management, LLC | 0.00% | New | 2 | $180 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $107 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $91 |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.