Principal Financial GroupPFG

13F holders, Q2 2026 (June 30)
961holders +47
103new positions
55sold out
9famous investors
$107.73avg. 13F price*

At the end of Q2 2026, 961 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 47 from Q1 2026. 103 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($2.2B), Nippon Life Insurance Co. ($2.0B) and Vanguard Capital Management LLC ($1.5B). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Principal Financial Group
Sector
Finance
CUSIP
74251V102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 763Q1 2024Q2 2024: 795Q2 2024Q3 2024: 785Q3 2024Q4 2024: 785Q4 2024Q1 2025: 841Q1 2025Q2 2025: 814Q2 2025Q3 2025: 829Q3 2025Q4 2025: 893Q4 2025Q1 2026: 914Q1 2026Q2 2026: 961Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions103$52.6M
Exits55$49.5M

All 13F filers, Q1 2026 → Q2 2026: 7,617,500 shares bought and 7,547,519 shares sold, net +69,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 961 holders

BlackRock, Inc. 0.03% Reduce -1.5% 20,014,673 $2.2B
Nippon Life Insurance Co. 32.37% No change 18,137,000 $2.0B
Vanguard Capital Management LLC 0.03% Add +0.0% 13,479,468 $1.5B
Vanguard Portfolio Management LLC 0.05% Add +0.0% 11,266,018 $1.2B
State Street Corp. 0.03% Add +0.8% 10,264,856 $1.1B
Bank of America Corp. 0.05% Reduce -21.9% 6,884,023 $742.0M
Charles Schwab Investment Management Inc. 0.09% Add +9.8% 6,502,068 $700.8M
Capital World Investors 0.08% Add +0.2% 6,040,005 $651.0M
Geode Capital Management, LLC 0.03% Add +0.4% 5,681,672 $610.0M
Dimensional Fund Advisors LP 0.08% Add +0.9% 3,923,279 $422.9M
Invesco Ltd. 0.03% Add +6.5% 3,771,641 $406.5M
Northern Trust Corp. 0.04% Reduce -2.5% 3,249,703 $350.3M
Morgan Stanley 0.02% Reduce -0.6% 2,988,144 $322.1M
Goldman Sachs Group Inc. 0.03% Reduce -9.2% 2,500,019 $269.5M
AQR Capital Management 0.09% Reduce -5.8% 2,315,065 $249.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +12.4% 2,216,125 $238.9M
Norges Bank 0.02% — 2,014,675 $217.1M
Legal & General Group Plc 0.03% Reduce -9.7% 1,529,483 $164.8M
JPMorgan Chase & Co. 0.01% Add +23.8% 1,472,797 $159.8M
UBS Group AG 0.02% Add +11.1% 1,296,073 $139.7M
Deutsche Bank AG 0.04% Reduce -11.0% 1,231,533 $132.7M
Bank of New York Mellon Corp 0.02% Reduce -3.1% 1,153,947 $124.4M
HSBC Holdings PLC 0.06% Add +47.7% 1,153,117 $124.3M
LPL Financial LLC 0.03% Add +55.7% 1,134,085 $122.2M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.8% 1,120,944 $120.8M
Federated Hermes, Inc. 0.15% Add +67.3% 972,814 $104.8M
Royal Bank of Canada 0.02% Add +5.4% 924,893 $99.7M
Amundi 0.02% Reduce -22.3% 895,365 $96.5M
American Century Companies Inc. 0.04% Add +47.8% 874,031 $94.2M
AustralianSuper Pty Ltd 0.36% Reduce -17.9% 769,378 $82.9M
Victory Capital Management Inc. 0.05% Add +4.3% 759,254 $81.8M
Wells Fargo & Company 0.01% Add +30.6% 755,407 $81.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +48.6% 754,096 $81.3M
Raymond James Financial Inc. 0.02% Add +13.5% 683,606 $73.7M
Barclays PLC 0.02% Reduce -8.3% 665,971 $71.8M
Swiss National Bank 0.03% Reduce -5.2% 611,500 $65.9M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -0.0% 591,790 $63.8M
National Pension Service 0.04% Add +309.1% 537,896 $58.0M
BNP Paribas Financial Markets 0.03% Reduce -5.7% 534,331 $57.6M
Nuveen, LLC 0.01% Reduce -14.1% 518,497 $55.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +4.8% 503,256 $54.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.3% 482,776 $52.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +6.3% 480,845 $51.8M
O'shaughnessy Asset Management, LLC 0.24% Add +12.4% 468,554 $50.5M
FMR LLC 0.00% Reduce -14.9% 462,810 $49.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.28% Add +6.4% 438,113 $47.2M
Vanguard Global Advisers, LLC 0.02% Reduce -1.8% 430,966 $46.4M
California Public Employees Retirement System 0.03% Add +1.5% 416,664 $44.9M
Rhumbline Advisers 0.03% Reduce -7.0% 414,014 $44.6M
Massachusetts Financial Services Co. 0.01% Reduce -3.7% 404,317 $43.6M
Caisse de depot et placement du Quebec 0.06% Add +3548.4% 401,650 $43.3M
KBC Group NV 0.09% Reduce -0.8% 393,837 $42.4M
Citigroup Inc. 0.02% Add +91.4% 388,059 $41.8M
Envestnet Asset Management Inc. 0.01% Add +15.5% 378,972 $40.8M
North Star Asset Management Inc. 1.57% Reduce -3.0% 370,523 $39.9M
Conning Inc. 1.22% Reduce -8.8% 363,250 $39.2M
California State Teachers Retirement System 0.04% Reduce -10.7% 355,366 $38.3M
Wedge Capital Management L L P 0.62% Reduce -11.1% 347,146 $37.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +30.3% 343,281 $37.0M
Gotham Asset Management 0.08% Add +74.9% 312,152 $33.6M
Franklin Resources Inc. 0.01% Add +10.3% 308,682 $33.3M
Arrowstreet Capital, Limited Partnership 0.01% Add +48.0% 298,736 $32.2M
T. Rowe Price Associates Inc. 0.00% Add +2.1% 289,846 $31.2M
Eurizon Capital SGR S.p.A. 0.08% Reduce -24.8% 287,951 $31.0M
Fort Washington Investment Advisors Inc. 0.15% Reduce -34.3% 268,408 $28.9M
AE Wealth Management LLC 0.13% Add +13.3% 257,878 $27.8M
Trust Point Inc. 2.18% Reduce -35.5% 238,017 $25.7M
STRS Ohio 0.10% Add +4465.3% 237,625 $25.6M
Stifel Financial Corp. 0.02% Add +11.4% 229,363 $24.7M
Quantinno Capital Management LP 0.03% Add +14.7% 227,694 $24.5M
Bank of Montreal 0.01% Add +33.8% 226,559 $24.4M
Acadian Asset Management LLC 0.03% Add +21.1% 226,343 $24.4M
SG Americas Securities, LLC 0.01% Reduce -31.3% 224,983 $24.2M
Principal Financial Group Inc. 0.01% Reduce -1.5% 223,273 $24.1M
GW Henssler & Associates Ltd. 1.07% Reduce -0.3% 223,260 $24.1M
Sound Income Strategies, LLC 1.08% Reduce -8.7% 222,669 $24.0M
Teacher Retirement System of Texas 0.06% Reduce -50.6% 222,530 $24.0M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.3% 212,976 $23.0M
Adams Diversified Equity Fund, Inc. 0.69% No change 209,100 $22.5M
Swedbank AB 0.02% Add +1.9% 209,044 $22.5M
Cerity Partners LLC 0.03% Add +2.3% 208,030 $22.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.9% 206,799 $22.3M
Allianz Asset Management GmbH 0.02% Add +39.5% 201,525 $21.7M
Storebrand Asset Management As 0.05% Add +15.2% 198,253 $21.4M
State Board of Administration of Florida Retirement System 0.04% Reduce -2.8% 197,264 $21.3M
Aviva PLC 0.03% Reduce -1.4% 190,079 $20.5M
Robeco Institutional Asset Management B.V. 0.03% Add +47.0% 189,516 $20.4M
ASR Vermogensbeheer N.V. 0.20% Add +844.5% 176,618 $19.0M
CANADA LIFE ASSURANCE Co 0.03% Reduce -13.6% 175,378 $18.9M
Focus Partners Wealth 0.02% Add +3.8% 174,626 $18.8M
Alliancebernstein L.P. 0.01% Reduce -22.9% 203,083 $18.3M
Aberdeen Group plc 0.03% Add +2.2% 166,010 $17.9M
New York State Teachers Retirement System 0.03% Reduce -0.7% 163,938 $17.7M
State of Wisconsin Investment Board 0.03% Reduce -21.3% 158,031 $17.0M
Russell Investments Group, Ltd. 0.01% Reduce -2.2% 154,510 $16.7M
Capital Management Corp. 2.46% Add +0.1% 152,083 $16.4M
Ameriprise Financial Inc. 0.00% Reduce -30.6% 146,285 $15.8M
Los Angeles Capital Management LLC 0.06% Add +13944.1% 145,637 $15.7M
Federation des caisses Desjardins du Quebec 0.05% Add +277.5% 145,051 $15.6M
Cetera Investment Advisers 0.01% Add +10.0% 144,930 $15.6M
First Trust Advisors LP 0.01% Reduce -74.3% 142,722 $15.4M
PNC Financial Services Group, Inc. 0.01% Add +2.6% 140,932 $15.2M
LBP Am SA 0.15% Add +24.4% 136,038 $14.7M
Mairs & Power Inc. 0.13% Reduce -17.4% 135,283 $14.6M
APG Asset Management N.V. 0.04% Add +35.0% 151,218 $14.3M
Pictet Asset Management Holding SA 0.01% Add +0.2% 129,462 $14.0M
Danske Bank A/S 0.03% Add +5.3% 126,107 $13.6M
New York State Common Retirement Fund 0.02% Reduce -3.7% 123,385 $13.3M
Goelzer Investment Management, Inc. 0.53% Reduce -3.8% 112,394 $12.1M
Vanguard Investments Australia, Ltd. 0.03% Add +1.3% 110,207 $11.9M
Principal Securities, Inc. 0.14% Add +0.8% 105,857 $11.4M
Korea Investment CORP 0.02% Reduce -16.1% 103,980 $11.2M
Creative Planning 0.01% Add +15.3% 103,631 $11.2M
Candriam S.C.A. 0.05% Add +603.2% 99,698 $10.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.1% 99,106 $10.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -3.0% 97,132 $10.5M
Azimuth Capital Investment Management LLC 0.35% Reduce -1.4% 96,346 $10.4M
Prudential Financial Inc. 0.01% Reduce -1.8% 95,755 $10.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.7% 94,911 $10.2M
Nomura Asset Management Co. Ltd. 0.02% Add +0.6% 93,097 $10.0M
Illinois Municipal Retirement Fund 0.11% Add +16.5% 91,617 $9.9M
Treasurer of the State of North Carolina 0.03% Reduce -2.2% 91,157 $9.8M
Asset Management One Co., Ltd. 0.03% Add +2.3% 90,232 $9.7M
Natixis Advisors, LLC 0.01% Add +46.7% 88,899 $9.6M
Royal London Asset Management Ltd. 0.02% Add +3.1% 88,757 $9.6M
Cambria Investment Management, L.P. 0.47% Reduce -13.9% 88,570 $9.5M
KLP Kapitalforvaltning As 0.03% Add +6.5% 88,045 $9.5M
Citadel Advisors 0.01% Add +54.5% 84,779 $9.1M
Fifth Third Bancorp 0.01% Reduce -0.1% 84,077 $9.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.2% 83,685 $9.0M
Nisa Investment Advisors, LLC 0.03% Reduce -3.1% 81,354 $8.8M
TD Asset Management Inc 0.01% Reduce -35.1% 80,720 $8.7M
Macquarie Group Ltd. 0.04% Add +1.7% 77,452 $8.3M
State of Tennessee, Department of Treasury 0.02% Add +17.6% 76,709 $8.3M
Mackenzie Financial Corp. 0.01% Add +34.4% 75,195 $8.1M
AMG National Trust Bank 0.17% Reduce -46.1% 74,417 $8.0M
DMKC Advisory Services, LLC 1.48% Add +0.1% 72,847 $7.9M
CIBC Asset Management Inc 0.02% Add +6.0% 72,514 $7.8M
SEB Asset Management AB 0.03% Add +47.8% 72,237 $7.8M
Public Employees Retirement System of Ohio 0.02% Reduce -1.4% 71,931 $7.8M
Wealthfront Advisers LLC 0.01% Add +4.2% 71,257 $7.7M
Susquehanna International Group, LLP 0.01% Add +151.6% 70,480 $7.6M
Toronto Dominion Bank 0.01% Reduce -15.6% 69,261 $7.5M
Chase Investment Counsel Corp. 1.56% New 68,764 $7.4M
EDENTREE ASSET MANAGEMENT Ltd 2.22% Reduce -28.9% 67,700 $7.3M
Nordea Investment Management AB 0.01% Add +5.5% 66,896 $7.3M
CI Investments Inc. 0.02% Reduce -4.1% 66,513 $7.2M
Empowered Funds, LLC 0.04% Add +29.7% 65,915 $7.1M
State of New Jersey Common Pension Fund D 0.02% No change 65,587 $7.1M
Xponance LLC 0.04% Add +7.3% 65,100 $7.0M
Swiss Life Asset Management Ltd 0.03% Reduce -20.7% 64,412 $6.9M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +22.8% 64,336 $6.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -8.6% 63,644 $6.9M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -26.6% 63,715 $6.9M
Mariner, LLC 0.01% Reduce -28.3% 63,357 $6.8M
Unison Advisors LLC 0.47% Add +0.8% 62,272 $6.7M
Arizona State Retirement System 0.03% Add +4.1% 62,169 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +0.7% 61,560 $6.6M
Captrust Financial Advisors 0.01% Add +8.4% 60,308 $6.5M
Nykredit A/S 0.02% — 59,716 $6.4M
DekaBank Deutsche Girozentrale 0.01% No change 71,558 $6.4M
Kerusso Capital Management LLC 2.30% Add +23.5% 58,567 $6.3M
Lombard Odier Asset Management (Switzerland) SA 0.20% Reduce -0.2% 57,979 $6.2M
Dean Investment Associates, LLC 0.82% Reduce -6.1% 57,557 $6.2M
Rafferty Asset Management, LLC 0.01% Add +19.1% 57,265 $6.2M
Public Sector Pension Investment Board 0.02% Reduce -5.5% 56,152 $6.1M
Czech National Bank 0.03% Add +3.9% 55,952 $6.0M
Osaic Holdings, Inc. 0.01% Add +24.1% 55,837 $6.0M
National Bank of Canada 0.01% Add +82.6% 55,833 $6.0M
State of Michigan Retirement System 0.03% Reduce -2.0% 54,780 $5.9M
Truist Financial Corp. 0.01% Add +14.0% 54,422 $5.9M
Nomura Asset Management International Inc. 0.01% Add +1.8% 52,155 $5.6M
Squarepoint Ops LLC 0.01% Add +8.5% 50,636 $5.5M
Two Sigma Investments, LP 0.00% Reduce -83.4% 50,500 $5.4M
IFM Investors Pty Ltd 0.04% Add +8.8% 50,457 $5.4M
Sei Investments Co. 0.00% Add +4.7% 50,442 $5.4M
Ensign Peak Advisors, Inc 0.01% Add +88.3% 50,039 $5.4M
Ethic Inc. 0.07% Add +21.4% 48,661 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.8% 48,396 $5.1M
Tudor Investment Corporation 0.02% New 47,548 $5.1M
DNB Asset Management AS 0.01% Add +1.7% 45,495 $4.9M
MetLife Investment Management, LLC 0.02% Reduce -2.8% 45,252 $4.9M
Kintegral Advisory, LLC 0.39% No change 45,133 $4.9M
Groupe la Francaise 0.06% Reduce -8.7% 44,747 $4.8M
CIBC Bancorp USA Inc. 0.01% Reduce -24.7% 44,545 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +10.3% 44,474 $4.8M
Pathstone Holdings, LLC 0.01% Add +8.6% 44,201 $4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -5.8% 43,417 $4.7M
Cibc World Market Inc. 0.01% Reduce -12.9% 43,384 $4.7M
Oddo BHF Asset Management Sas 0.21% Add +8.8% 42,250 $4.6M
FAS Wealth Partners, Inc. 0.24% Add +9.0% 42,206 $4.5M
Voya Investment Management LLC 0.00% Reduce -2.3% 41,965 $4.5M
Mercer Global Advisors Inc. 0.01% Add +5.3% 41,477 $4.5M
ProShare Advisors LLC 0.01% Add +2.7% 41,413 $4.5M
Retirement Systems of Alabama 0.01% Reduce -1.7% 41,295 $4.5M
Advisors Asset Management, Inc. 0.07% Add +0.2% 40,073 $4.3M
Jones Financial Companies LLLP 0.00% Add +45.9% 39,986 $4.3M
Man Group plc 0.01% Add +57.7% 39,972 $4.3M
Baird Financial Group, Inc. 0.01% Add +6.7% 38,960 $4.2M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -2.3% 38,544 $4.2M
Pinebridge Investments LLC 0.03% Add +101.3% 38,491 $4.1M
Marshall Wace, LLP 0.00% Reduce -62.7% 38,070 $4.1M
Daiwa Securities Group Inc. 0.01% Add +5.3% 37,491 $4.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -35.2% 35,901 $3.9M
Corient Private Wealth LP 0.01% Reduce -8.1% 35,826 $3.9M
Avantax Planning Partners, Inc. 0.10% Reduce -0.0% 35,611 $3.8M
Sanctuary Advisors, LLC 0.02% Add +59.2% 35,251 $3.8M
Freestone Capital Holdings, LLC 0.10% Add +0.1% 34,852 $3.8M
Amalgamated Bank 0.03% Reduce -10.9% 34,713 $3.7M
Rakuten Investment Management, Inc. 0.01% Add +9.4% 33,317 $3.6M
Jupiter Asset Management Ltd. 0.02% New 33,333 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -3.1% 33,074 $3.6M
Utah Retirement Systems 0.03% Reduce -8.1% 32,493 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +6.9% 32,369 $3.5M
NEOS Investment Management LLC 0.01% Add +5.0% 32,333 $3.5M
Zions Bancorporation, National Association 0.21% Add +28.8% 32,234 $3.5M
Vident Advisory, LLC 0.03% Add +5.9% 31,878 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -6.4% 31,771 $3.4M
PEAK6 LLC 0.08% New 31,529 $3.4M
Lazard Asset Management LLC 0.01% Reduce -40.2% 31,071 $3.3M
Janney Montgomery Scott LLC 0.01% Reduce -0.6% 29,848 $3.2M
New York Life Investment Management LLC 0.02% Reduce -0.1% 29,630 $3.2M
Foster & Motley Inc. 0.15% Reduce -14.6% 29,615 $3.2M
Nissay Asset Management Corp. /Japan 0.01% Add +1.9% 29,380 $3.2M
Claro Advisors Inc. 0.33% Add +0.8% 29,358 $3.2M
Handelsbanken Fonder AB 0.01% Add +72.8% 29,084 $3.1M
Munich Reinsurance Co Stock Corp in Munich 0.07% Reduce -53.8% 29,047 $3.1M
MML Investors Services, LLC 0.01% Add +43.7% 28,916 $3.1M
Centric Wealth Management 0.47% No change 30,694 $3.1M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -14.4% 27,916 $3.0M
Yousif Capital Management, LLC 0.03% Add +19.1% 27,233 $2.9M
Assetmark, Inc. 0.01% Add +33.2% 26,947 $2.9M
VCI Wealth Management LLC 0.72% Add +103.1% 26,611 $2.9M
Bank of Nova Scotia 0.00% Reduce -18.9% 26,449 $2.9M
Ostrum Asset Management 0.14% Add +5.6% 26,372 $2.8M
DAVENPORT & Co LLC 0.01% Add +25.2% 26,266 $2.8M
Simon Quick Advisors, LLC 0.11% Reduce -0.1% 26,235 $2.8M
Credit Agricole S A 0.01% Add +5.8% 25,927 $2.8M
Savant Capital, LLC 0.01% Add +96.8% 27,911 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 25,618 $2.8M
US Bancorp \de 0.00% Add +34.8% 25,365 $2.7M
Columbus Macro, LLC 0.26% Reduce -0.9% 25,195 $2.7M
Wiregrass Investment Management LLC 1.82% Add +71.1% 24,718 $2.7M
Heritage Trust Co 0.23% Reduce -0.5% 24,706 $2.7M
Hohimer Wealth Management, LLC 0.28% Add +0.0% 24,699 $2.7M
OP Asset Management Ltd 0.03% Add +4.6% 24,465 $2.6M
MAI Capital Management 0.01% Add +8.7% 24,419 $2.6M
HighTower Advisors, LLC 0.00% Reduce -0.3% 24,361 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +6.6% 24,137 $2.6M
Jupiter Topco LLC 0.00% — 23,952 $2.6M
Millennium Management 0.00% New 23,674 $2.6M
Siemens Fonds Invest GmbH 0.12% Add +2.3% 23,202 $2.5M
Impax Asset Management Group plc 0.02% Add +4.5% 23,119 $2.5M
Elo Mutual Pension Insurance Co 0.03% Reduce -36.1% 22,956 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.5% 22,484 $2.4M
Estate Counselors, LLC 0.20% Reduce -2.9% 22,041 $2.4M
Atria Investments, Inc 0.02% Add +15.4% 22,018 $2.4M
Verdence Capital Advisors LLC 0.12% Add +2.2% 21,888 $2.4M
Avanza Fonder AB 0.05% Add +50.6% 21,630 $2.3M
&partners 0.01% Add +10.9% 21,189 $2.3M
V-Square Quantitative Management LLC 0.21% Add +0.6% 20,923 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -2.9% 20,431 $2.2M
HRT Financial LP 0.00% New 20,418 $2.2M
Dakota Wealth Management 0.04% Reduce -4.9% 20,315 $2.2M
Weaver C. Barksdale & Associates, Inc. 1.93% Reduce -0.1% 19,939 $2.1M
Tidal Investments LLC 0.01% Reduce -19.9% 19,857 $2.1M
Foster Group, Inc. 0.06% Add +0.9% 19,715 $2.1M
BBR Partners, LLC 0.10% Reduce -0.0% 19,297 $2.1M
State of Alaska, Department of Revenue 0.02% Reduce -1.7% 19,261 $2.1M
Alerus Financial NA 0.09% Reduce -48.6% 19,207 $2.1M
D. E. Shaw & Co. 0.00% Add +64.7% 19,193 $2.1M
Commerce Bank 0.01% Reduce -0.6% 18,807 $2.0M
UniSuper Management Pty Ltd 0.01% Reduce -29.2% 18,672 $2.0M
Mediolanum International Funds Ltd 0.02% Reduce -84.0% 18,516 $2.0M
Cresset Asset Management, LLC 0.01% Add +2.0% 18,460 $2.0M
GoalVest Advisory LLC 0.37% Reduce -1.2% 18,337 $2.0M
GMO 0.00% No change 18,258 $2.0M
Virtus Investment Advisers, LLC 0.45% Reduce -12.2% 18,072 $1.9M
Neuberger Berman Group LLC 0.00% Add +1.6% 17,973 $1.9M
TD Private Client Wealth LLC 0.04% Add +15.8% 17,647 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 17,611 $1.9M
Rockefeller Capital Management L.P. 0.00% Reduce -0.9% 17,573 $1.9M
Choreo, LLC 0.02% Add +1.9% 17,343 $1.9M
Crossmark Global Holdings, Inc. 0.02% Add +1.0% 17,305 $1.9M
Farther Finance Advisors, LLC 0.01% Add +1.4% 17,247 $1.9M
Brookstone Capital Management 0.02% Add +8.6% 17,233 $1.9M
Invst, LLC 0.18% Add +0.4% 17,156 $1.8M
Merit Financial Group, LLC 0.01% Add +14.8% 17,122 $1.8M
Fideuram Asset Management (Ireland) dac 0.04% Add +959.8% 17,137 $1.8M
Gulf International Bank (UK) Ltd 0.04% Reduce -0.9% 16,718 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +5.7% 16,558 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 16,472 $1.8M
OpenArc Corporate Advisory, LLC 0.02% Reduce -1.9% 16,372 $1.8M
NewEdge Advisors, LLC 0.01% Add +31.3% 16,336 $1.8M
Jane Street Group, LLC 0.00% Add +92.3% 16,279 $1.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Add +150.2% 16,135 $1.7M
USS Investment Management Ltd 0.01% Reduce -49.7% 16,099 $1.7M
Bridgewater Associates 0.01% Reduce -92.8% 16,012 $1.7M
Modern Wealth Management, LLC 0.02% Reduce -2.5% 15,883 $1.7M
Donoghue Forlines LLC 0.44% Reduce -66.9% 15,847 $1.7M
Neo Ivy Capital Management 0.39% New 15,807 $1.7M
Stance Capital LLC 0.52% New 15,791 $1.7M
PSI Advisors, LLC 0.39% Add +4.2% 15,704 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -11.9% 15,548 $1.7M
Commonwealth Retirement Investments LLC 0.45% Reduce -8.1% 15,545 $1.7M
Mizuho Securities USA LLC 0.03% Add +28.7% 15,389 $1.7M
Saudi Central Bank 0.02% Add +87.2% 15,178 $1.6M
Schroder Investment Management Group 0.00% Reduce -0.6% 14,975 $1.6M
Jefferies Financial Group Inc. 0.02% Reduce -32.0% 14,959 $1.6M
Arax Advisory Partners 0.01% Add +286.2% 14,791 $1.6M
Pacer Advisors, Inc. 0.00% Add +49.1% 14,740 $1.6M
D.A. Davidson & Co. 0.01% Reduce -4.9% 14,224 $1.5M
Frec Markets, Inc. 0.13% Add +102.4% 13,897 $1.5M
Summit Trail Advisors, LLC 0.02% Add +0.1% 13,848 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -12.1% 13,837 $1.5M
Benjamin Edwards Inc. 0.01% Add +15.9% 13,816 $1.5M
Bayview Asset Management, LLC 1.11% New 13,799 $1.5M
Kentucky Retirement Systems 0.04% Reduce -39.2% 13,738 $1.5M
Procyon Advisors, LLC 0.06% Reduce -3.3% 13,688 $1.5M
Wellington Management Group LLP 0.00% Reduce -5.3% 13,666 $1.5M
OneDigital Investment Advisors LLC 0.01% Add +0.4% 13,407 $1.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% New 13,304 $1.4M
Hartford Investment Management Co. 0.04% Reduce -12.3% 13,211 $1.4M
Caprock Group, LLC 0.03% Add +3.1% 13,005 $1.4M
Nomura Holdings Inc. 0.01% Add +144.4% 12,658 $1.4M
JSF Financial, LLC 0.22% New 12,590 $1.4M
Forty-three Eighteen Advisors, LLC 0.90% New 12,471 $1.3M
Ieq Capital, LLC 0.01% Reduce -78.5% 12,451 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -0.9% 12,403 $1.3M
Mork Capital Management, LLC 0.85% No change 12,370 $1.3M
Woodline Partners LP 0.00% Add +44.1% 12,347 $1.3M
Atlas Capital Advisors Inc. 0.14% Add +50.1% 12,278 $1.3M
AssuredPartners Investment Advisors, LLC 0.13% Reduce -9.4% 12,257 $1.3M
Waverly Advisors, LLC 0.01% Add +0.6% 12,158 $1.3M
Norinchukin Bank, The 0.01% Reduce -0.6% 12,110 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +12.2% 12,079 $1.3M
Ascent Group, LLC 0.04% Add +7.8% 11,947 $1.3M
Glenmede Trust Co. NA 0.01% Reduce -1.0% 11,859 $1.3M
Abn Amro Investment Solutions 0.01% Add +14.8% 11,786 $1.3M
Legacy Financial Group LLC 0.14% Reduce -0.1% 11,754 $1.3M
West Bancorporation Inc. 0.54% Add +10.4% 11,714 $1.3M
Guggenheim Capital LLC 0.01% Reduce -49.4% 11,654 $1.3M
Gilbert & Cook, Inc. 0.14% Reduce -0.5% 11,645 $1.3M
Private Advisor Group, LLC 0.01% Reduce -63.5% 11,631 $1.3M
Montag A & Associates Inc. 0.05% No change 11,512 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% Add +7.5% 11,432 $1.2M
Maryland State Retirement & Pension System 0.02% Add +4.7% 11,348 $1.2M
Raleigh Capital Management Inc. 0.37% Add +38.8% 10,833 $1.2M
Martin Capital Partners, LLC 0.42% Reduce -0.3% 10,711 $1.2M
Transamerica Financial Advisors, LLC 0.10% Reduce -5.8% 10,463 $1.1M
Greenwood Capital Associates LLC 0.11% Reduce -2.8% 10,424 $1.1M
Intech Investment Management LLC 0.01% Add +26.1% 10,350 $1.1M
Quadrant Capital Group LLC 0.03% Add +2.5% 10,348 $1.1M
Park Avenue Securities LLC 0.01% Reduce -5.5% 10,280 $1.1M
Park Edge Advisors, LLC 0.24% No change 10,236 $1.1M
Osmosis Investment Management UK Ltd 0.05% Reduce -48.4% 10,236 $1.1M
Mount Lucas Management LP 0.39% Add +3.2% 10,153 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -45.2% 10,133 $1.1M
Brighton Jones LLC 0.02% Add +1.8% 10,045 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -1.0% 10,000 $1.1M
Bessemer Group Inc. 0.00% Add +4.8% 9,964 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -52.4% 9,901 $1.1M
Pinion Investment Advisors, LLC 0.20% Reduce -0.8% 9,885 $1.1M
New Mexico Educational Retirement Board 0.03% Add +6.5% 9,854 $1.1M
Horizon Investments, LLC 0.01% Add +16.8% 9,799 $1.1M
Lido Advisors, LLC 0.00% Add +47.0% 9,793 $1.1M
Plato Investment Management Ltd 0.06% No change 9,747 $1.0M
Fulton Bank, N.A. 0.03% Add +13.3% 9,665 $1.0M
Oak Thistle LLC 0.10% New 9,636 $1.0M
Basepoint Wealth LLC 0.59% Add +0.2% 9,623 $1.0M
GAMMA Investing LLC 0.04% Add +10.5% 9,585 $1.0M
Praxis Investment Management Inc. 0.05% No change 9,570 $1.0M
Elevation Point Wealth Partners, LLC 0.02% Reduce -0.4% 9,515 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.03% Add +27.7% 9,466 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 9,330 $1.0M
Ausdal Financial Partners, Inc. 0.04% Add +2.2% 9,328 $1.0M
Syon Capital LLC 0.04% Add +4.6% 9,140 $985K
Natixis 0.00% Reduce -66.9% 9,069 $977K
United Capital Financial Advisors, LLC 0.01% Add +1.9% 9,000 $970K
Holderness Investments Co. 0.16% No change 8,978 $968K
South Dakota Investment Council 0.02% No change 8,914 $961K
Pinnacle Associates Ltd. 0.01% Add +3.5% 8,717 $940K
M&T Bank Corp 0.00% Add +30.9% 8,645 $932K
Exchange Traded Concepts, LLC 0.00% Add +10.7% 8,609 $928K
Sterling Capital Management LLC 0.02% Add +16.8% 8,569 $924K
HB Wealth Management, LLC 0.01% Add +7.7% 8,558 $922K
Hilltop Holdings Inc. 0.07% Reduce -1.8% 8,555 $922K
Meeder Advisory Services, Inc. 0.03% Add +139.4% 8,466 $912K
Integrated Wealth Concepts LLC 0.01% Add +20.6% 8,442 $910K
Curat Global, LLC 0.74% Reduce -14.1% 7,239 $907K
Cornerstone Wealth Management, LLC 0.04% Add +5.5% 8,406 $906K
Worldquant Millennium Advisors LLC 0.00% No change 8,387 $904K
Two Sigma Securities, LLC 0.08% New 8,178 $881K
Seeds Investor LLC 0.09% Add +10.8% 8,157 $879K
Prosperity Consulting Group, LLC 0.03% Add +17.5% 8,133 $877K
Chicago Partners Investment Group LLC 0.02% Add +0.5% 8,127 $872K
Allworth Financial LP 0.00% Reduce -9.5% 8,092 $872K
Empirical Finance, LLC 0.04% Add +2.7% 8,037 $866K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -1.3% 8,000 $862K
City State Bank 0.20% No change 7,938 $856K
Curi Capital, LLC 0.01% Reduce -3.3% 7,914 $853K
Equitable Holdings, Inc. 0.01% Reduce -5.7% 7,859 $847K
Wolff Financial Management LLC 0.17% No change 7,815 $842K
Centennial Wealth Advisory LLC 0.18% Add +7.6% 7,806 $841K
MUFG Securities EMEA plc 0.01% Reduce -84.8% 7,747 $835K
Vivid Wealth Management, LLC 0.29% Add +0.0% 7,626 $822K
IFP Advisors, Inc 0.01% Reduce -6.9% 7,576 $817K
Mgo One Seven LLC 0.01% Add +50.5% 7,533 $812K
Apollon Wealth Management, LLC 0.01% Add +23.2% 7,339 $791K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.0% 7,298 $787K
First Bank & Trust 0.11% Add +216.2% 7,216 $778K
Wealth Alliance, LLC 0.06% Add +28.0% 7,091 $764K
Mokosak Advisory Group, LLC 0.16% Add +0.7% 7,052 $760K
Keybank National Association 0.00% Add +2.1% 7,048 $760K
Blackhawk Capital Partners, LLC 0.25% Add +72.9% 7,018 $756K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -10.4% 7,000 $754K
OmniStar Financial Group, Inc. 0.35% Add +7.5% 6,989 $753K
J.W. Cole Advisors, Inc. 0.01% Add +0.4% 6,909 $745K
Vestcor Inc 0.02% No change 6,839 $737K
Regions Financial Corp. 0.00% Add +0.3% 6,746 $727K
Plimoth Trust Co. LLC 0.14% Reduce -9.0% 6,727 $725K
UMB Bank, n.a. 0.01% Reduce -1.1% 6,638 $715K
Callan Family Office, LLC 0.01% Add +2.2% 6,624 $714K
Harbour Investments, Inc. 0.01% Reduce -2.9% 6,584 $710K
Obermeyer Wealth Partners 0.03% Reduce -0.9% 6,534 $704K
North Dakota State Investment Board 0.03% Add +2.9% 6,471 $697K
E. Ohman J:or Asset Management AB 0.02% No change 6,450 $695K
Jacobi Capital Management LLC 0.03% Reduce -2.3% 6,438 $694K
Virtu Financial LLC 0.02% New 6,431 $693K
Greenleaf Trust 0.01% Reduce -3.6% 6,411 $691K
Envestnet Portfolio Solutions, Inc. 0.00% Add +8.4% 6,377 $687K
Concurrent Investment Advisors, LLC 0.01% Add +10.0% 6,326 $682K
Tobam 0.17% Add +11.1% 6,322 $681K
Prime Capital Investment Advisors, LLC 0.01% Add +6.1% 6,308 $680K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 6,302 $679K
Carret Asset Management, LLC 0.06% Reduce -9.4% 6,298 $679K
Venture Visionary Partners LLC 0.02% Add +0.1% 6,292 $678K
Smartleaf Asset Management LLC 0.02% No change 6,246 $678K
ExodusPoint Capital Management, LP 0.01% New 6,269 $676K
Johnson Investment Counsel Inc. 0.00% Add +0.1% 6,189 $667K
Romano Brothers and Company 0.07% No change 6,185 $667K
Assenagon Asset Management S.A. 0.00% Reduce -94.2% 6,152 $663K
Vise Technologies, Inc. 0.01% Add +35.0% 6,132 $661K
Kingsview Wealth Management, LLC 0.01% Add +17.6% 6,101 $658K
Hilltop National Bank 0.14% Reduce -4.8% 6,000 $647K
National Wealth Management Group, LLC 0.20% Reduce -18.7% 5,973 $644K
Coldstream Capital Management Inc. 0.01% Reduce -7.7% 5,958 $642K
Brown Brothers Harriman & Co. 0.00% Add +47.8% 5,934 $640K
Mufg Securities Americas Inc. 0.03% Add +8.2% 5,921 $638K
Global Retirement Partners, LLC 0.01% — 5,888 $635K
Capital Investment Advisors, LLC 0.01% New 5,875 $633K
Ballentine Partners, LLC 0.01% Add +112.0% 5,823 $628K
Fourpath Capital Management, LLC 0.08% Add +41.6% 5,760 $621K
QRG Capital Management, Inc. 0.01% Add +12.5% 5,756 $620K
Tema ETFs LLC 0.02% Add +8.2% 5,716 $616K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.5% 5,701 $614K
Palisade Asset Management, LLC 0.06% No change 5,637 $608K
Focus Financial Network, Inc. 0.02% Add +2.0% 5,613 $605K
Apella Capital, LLC 0.01% Add +1.1% 5,358 $605K
Gentry Private Wealth, LLC 0.31% Reduce -2.7% 5,608 $604K
Sagespring Wealth Partners, LLC 0.01% Add +10.5% 5,601 $604K
Fox Run Management, L.L.C. 0.10% New 5,589 $602K
Securian Asset Management, Inc. 0.02% Reduce -1.9% 5,236 $597K
Iowa State Bank 0.10% Reduce -0.5% 5,477 $590K
LVW Advisors, LLC 0.05% Add +14.7% 5,473 $590K
CWA Asset Management Group, LLC 0.02% Add +1.3% 5,329 $574K
Weiss Asset Management LP 0.01% New 5,321 $573K
Waldron Private Wealth LLC 0.02% Add +1.1% 5,264 $567K
Aprio Wealth Management, LLC 0.03% Add +2.0% 5,240 $565K
Ritholtz Wealth Management 0.01% Add +27.8% 5,228 $564K
Arkadios Wealth Advisors 0.01% Reduce -18.3% 5,214 $562K
Benin Management CORP 0.11% No change 5,200 $560K
Canada Post Corp Registered Pension Plan 0.02% No change 5,046 $544K
Evergreen Capital Management LLC 0.01% Add +55.7% 5,025 $542K
Stratos Wealth Partners, LTD. 0.01% Add +3.2% 4,997 $539K
Prudential PLC 0.00% No change 4,995 $538K
IHT Wealth Management, LLC 0.01% Reduce -2.8% 4,955 $534K
Steward Partners Investment Advisory, LLC 0.00% Reduce -26.1% 4,927 $531K
AlphaStar Capital Management, LLC 0.03% Add +8.2% 4,913 $529K
Schonfeld Strategic Advisors LLC 0.00% New 4,887 $527K
Metis Global Partners, LLC 0.01% Reduce -51.9% 4,886 $527K
Sompo Asset Management Co., Ltd. 0.09% Add +15.1% 4,880 $526K
Oppenheimer & Co. Inc. 0.01% Reduce -55.3% 4,788 $516K
Twin Capital Management Inc. 0.06% Add +0.1% 4,779 $515K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +4.0% 4,712 $508K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -57.4% 4,704 $507K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.6% 4,688 $505K
Balyasny Asset Management L.P. 0.00% Add +57.1% 4,640 $500K
Krilogy Financial LLC 0.01% Reduce -5.9% 4,628 $499K
Kepler Cheuvreux (Suisse) SA 0.03% Reduce -58.3% 4,604 $496K
Rothschild Investment LLC 0.02% Add +1.3% 4,603 $496K
Rexford Capital Inc. 0.30% No change 4,556 $491K
Premier Path Wealth Partners, LLC 0.06% Add +1.9% 4,539 $489K
Integrity Alliance, Llc. 0.02% Reduce -58.9% 4,477 $483K
Hancock Whitney Corp. 0.01% Reduce -1.2% 4,476 $482K
Argentarii, LLC 0.14% Add +0.1% 4,254 $481K
Perigon Wealth Management, LLC 0.01% Add +4.5% 4,457 $480K
Bull Harbor Capital LLC 0.09% Add +3.8% 4,382 $472K
Perpetual Ltd 0.01% Add +0.6% 4,364 $470K
Beacon Financial Group 0.04% Reduce -2.1% 4,356 $469K
City National Bank of Florida 0.19% Add +6.7% 4,276 $461K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.2% 4,228 $456K
Optima Capital LLC 0.18% Add +0.7% 4,201 $453K
Catalyst Funds Management Pty Ltd 0.03% New 4,200 $453K
Gladstone Institutional Advisory LLC 0.01% Add +23.7% 4,185 $451K
Advisory Services Network, LLC 0.01% Reduce -1.8% 4,185 $451K
Associated Banc-Corp 0.01% New 4,166 $449K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -52.7% 4,161 $449K
Aptus Capital Advisors, LLC 0.00% Add +0.8% 4,034 $435K
ETF Portfolio Partners, Inc. 0.10% No change 4,015 $433K
Independent Advisor Alliance 0.01% Add +1.2% 4,002 $431K
Jackson, Grant Investment Advisers, Inc. 0.13% No change 3,995 $431K
Harbor Capital Advisors, Inc. 0.03% Add +5.9% 3,993 $430K
Clearstead Advisors, LLC 0.00% Add +907.9% 3,981 $429K
Glaxis Capital Management, LLC 0.85% No change 3,941 $425K
FIL Ltd 0.00% Reduce -59.0% 3,914 $422K
Security National Bank of Sioux City Iowa 0.17% New 3,899 $420K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,882 $418K
Daymark Wealth Partners, LLC 0.01% Add +1.4% 3,879 $418K
Hantz Financial Services, Inc. 0.01% Add +7.3% 3,879 $418K
Trivium Point Advisory, LLC 0.04% Add +3.9% 3,861 $416K
Regal Investment Advisors LLC 0.02% Add +26.5% 3,840 $414K
Snowden Capital Advisors LLC 0.01% Add +43.6% 3,831 $413K
Robinson Smith Wealth Advisors LLC 0.25% No change 3,821 $412K
One Wealth Advisors, LLC 0.04% Reduce -2.9% 3,782 $408K
Brown Advisory Inc. 0.00% Add +66.3% 3,779 $407K
Huntington National Bank 0.00% Add +0.9% 3,749 $404K
Caxton Associates LLP 0.01% New 3,697 $398K
Blair William & Co. 0.00% Add +13.7% 3,692 $398K
Checchi Capital Advisers, LLC 0.03% Add +1.3% 3,678 $396K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.8% 3,651 $394K
HBK Sorce Advisory LLC 0.01% Reduce -1.4% 3,403 $391K
TCW Group Inc. 0.00% Reduce -2.3% 3,617 $390K
International Private Wealth Advisors LLC 0.20% Reduce -0.6% 3,604 $388K
Elevated Capital Advisors, LLC 0.11% Reduce -52.9% 3,604 $388K
Strategic Investment Advisors / MI 0.02% Reduce -11.6% 3,596 $388K
Legato Capital Management LLC 0.03% Reduce -27.3% 3,567 $384K
Essex Financial Services, Inc. 0.02% Reduce -5.1% 3,563 $384K
JMN Financial LLC 0.30% Reduce -11.9% 3,545 $382K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.7% 3,539 $381K
Allstate Corp. 0.00% Reduce -85.9% 3,499 $377K
Waddell & Associates, LLC 0.02% Add +0.7% 3,479 $375K
Walleye Trading LLC 0.01% Reduce -61.2% 3,417 $368K
Fifth Third Wealth Advisors LLC 0.01% Add +5.2% 3,413 $368K
Bayforest Capital Ltd 0.34% Add +5982.1% 3,406 $367K
Alteri Wealth LLC 0.10% Reduce -7.2% 3,398 $366K
First Citizens Financial Corp 0.15% Reduce -0.5% 3,388 $365K
Keeler & Nadler Financial Planning & Wealth Management 0.10% No change 3,332 $359K
Foundations Investment Advisors, LLC 0.00% Add +3.3% 3,313 $357K
Argent Trust Co 0.01% Add +6.1% 3,295 $355K
CreativeOne Wealth, LLC 0.01% Add +41.0% 3,283 $354K
Symphony Financial, Ltd. Co. 0.04% Add +10.4% 3,194 $346K
Nicolet Bankshares Inc. 0.01% No change 3,183 $343K
Valeo Financial Advisors, LLC 0.01% Add +1.3% 3,183 $343K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.7% 3,179 $343K
Midwest Heritage Bank, FSB 0.10% Add +0.4% 3,168 $341K
Mutual Advisors, LLC 0.01% Reduce -0.4% 3,164 $341K
Sivia Capital Partners, LLC 0.04% No change 3,162 $341K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -1.8% 3,162 $341K
Compound Planning, Inc. 0.01% Add +2.6% 3,154 $340K
Ameritas Advisory Services, LLC 0.01% Reduce -1.9% 3,148 $339K
Chesley Taft & Associates LLC 0.01% Reduce -2.4% 3,130 $337K
Orion Porfolio Solutions, LLC 0.00% Reduce -15.9% 3,111 $335K
Adams Wealth Management 0.06% Reduce -1.1% 3,092 $333K
CacheTech Inc. 0.05% Reduce -1.1% 3,092 $333K
Central Pacific Bank - Trust Division 0.04% Reduce -8.1% 3,077 $332K
Provident Living Financial Services, Inc. 0.32% Reduce -9.9% 3,040 $328K
Wedbush Securities Inc. 0.01% Reduce -0.3% 3,036 $327K
Shepherd Financial Partners LLC 0.03% Add +0.5% 3,026 $326K
Leavell Investment Management, Inc. 0.01% No change 3,024 $326K
Security National Bank of So Dak 0.15% No change 3,000 $323K
Glassy Mountain Advisors, Inc. 0.09% No change 3,000 $323K
Busey Bank 0.01% Reduce -1.8% 2,899 $312K
Wedmont Private Capital 0.01% Add +11.2% 2,771 $311K
Signaturefd, LLC 0.00% Add +11.7% 2,884 $311K
StoneX Group Inc. 0.01% New 2,988 $310K
Accredited Investors Inc. 0.01% No change 2,866 $309K
Plancorp, LLC 0.01% Add +20.1% 2,693 $306K
Van Eck Associates Corp. 0.00% Add +17.0% 2,835 $306K
OFS Enterprise LLC 0.08% Add +0.3% 2,834 $305K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.1% 2,822 $304K
NorthCrest Asset Manangement, LLC 0.01% Add +15.6% 2,720 $304K
CX Institutional 0.01% Add +1.9% 2,808 $303K
Kera Capital Partners, Inc. 0.03% Reduce -3.6% 2,799 $302K
Apeiron RIA LLC 0.08% No change 2,782 $300K
HighPoint Advisor Group LLC 0.01% Add +0.4% 2,774 $299K
Transcend Capital Advisors, LLC 0.02% Add +16.9% 2,771 $299K
Winnacle Wealth LLC 0.20% Add +0.8% 2,751 $297K
Cidel Asset Management Inc. 0.01% No change 2,748 $296K
Summit Financial, LLC 0.00% New 2,747 $296K
Xxi Wealth, LLC 0.13% Reduce -4.7% 2,713 $292K
Vontobel Holding Ltd. 0.00% Reduce -55.7% 2,701 $291K
RFG - Bristol Wealth Advisors, LLC 0.07% Add +0.8% 2,694 $290K
Kinloch Capital, LLC 0.10% Reduce -0.9% 2,650 $286K
Westmount Partners, LLC 0.06% No change 2,648 $285K
Turtle Creek Wealth Advisors, LLC 0.01% Add +1.3% 2,644 $285K
Investment Research & Advisory Group, Inc. 0.09% No change 2,636 $285K
Aaron Wealth Advisors LLC 0.01% Reduce -40.8% 2,620 $282K
Tsfg, LLC 0.04% Add +0.8% 2,613 $282K
Kovack Advisors, Inc. 0.01% New 2,602 $282K
Whittier Trust Co. 0.00% No change 2,500 $281K
Great Lakes Advisors, LLC 0.00% New 2,593 $279K
180 Wealth Advisors, LLC 0.03% Reduce -5.2% 2,591 $279K
Sageworth Trust Co 0.01% No change 2,577 $278K
Paragon Capital Management Ltd 0.05% Add +9.3% 2,572 $277K
Westwood Holdings Group Inc. 0.00% New 2,529 $273K
Sageworth Trust Co of South Dakota 0.17% No change 2,528 $272K
Pallas Capital Advisors LLC 0.01% Add +7.4% 2,526 $272K
Lake Street Private Wealth, LLC 0.03% Reduce -3.9% 2,526 $272K
Gateway Investment Advisers LLC 0.00% Reduce -38.5% 2,520 $272K
Argonautica Private Wealth Management, Inc. 0.07% No change 2,516 $271K
S&co Inc. 0.02% No change 2,500 $269K
Paladin Partners, LLC 0.18% No change 2,490 $268K
JT Stratford LLC 0.03% New 2,490 $268K
Balefire, LLC 0.04% Reduce -10.4% 2,484 $268K
First Nebraska Trust Co 0.02% No change 2,479 $267K
Caerus Investment Advisors, LLC 0.09% Reduce -2.7% 2,470 $266K
Mission Wealth Management, LP 0.00% New 2,440 $263K
Tower Research Capital LLC (TRC) 0.01% Add +3.9% 2,425 $261K
Renaissance Group LLC 0.01% No change 2,422 $261K
Resurgent Financial Advisors LLC 0.07% Add +0.1% 2,416 $260K
Nilsine Partners, LLC 0.02% Add +6.4% 2,416 $260K
Smith, Moore & Co. 0.02% No change 2,412 $260K
HUB Investment Partners, LLC 0.00% Add +6.7% 2,410 $260K
Composition Wealth, LLC 0.00% Add +2.8% 2,408 $260K
Cora Capital Advisors LLC 0.07% No change 2,401 $259K
Wbi Investments, LLC 0.06% New 2,386 $257K
Kavar Capital Partners Group, LLC 0.03% Add +1.0% 2,383 $257K
Private Trust Co. NA 0.02% Add +26.6% 2,375 $256K
Plus Group Wealth Advisors LLC 0.24% New 2,373 $256K
Acropolis Investment Management, LLC 0.01% Add +0.1% 2,338 $252K
Simplicity Wealth,LLC 0.01% Reduce -1.9% 2,330 $251K
Auxier Asset Management LLC 0.03% No change 2,322 $250K
EverSource Wealth Advisors, LLC 0.01% Reduce -25.9% 2,321 $250K
Koshinski Asset Management, Inc. 0.01% Add +0.0% 2,306 $249K
Diversified Trust Co. 0.00% New 2,302 $248K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.0% 2,300 $248K
Rothschild Wealth LLC 0.02% Add +1.2% 2,282 $246K
Intrust Bank NA 0.02% New 2,275 $245K
Tocqueville Asset Management L.P. 0.00% Reduce -5.8% 2,262 $244K
Trust Asset Management LLC 0.02% Reduce -4.0% 2,257 $243K
Kane Co Wealth Management, Inc. 0.18% Reduce -21.7% 2,442 $243K
Clarity Asset Management, Inc. 0.12% Add +5.3% 2,245 $242K
Rockland Trust Co. 0.01% Reduce -25.9% 2,243 $242K
Fisher Asset Management 0.00% New 2,241 $242K
Annex Advisory Services, LLC 0.00% New 2,237 $241K
Wealthspire Advisors, LLC 0.00% Reduce -5.6% 2,198 $237K
Syverson Strege & Co 0.05% New 2,188 $236K
FJ Capital Management LLC 0.03% New 2,181 $235K
PFG Investments, LLC 0.01% New 2,178 $235K
Pure Financial Advisors, LLC 0.00% New 2,178 $235K
Soltis Investment Advisors LLC 0.01% New 2,178 $235K
World Investment Advisors 0.00% Add +0.6% 2,556 $234K
Park Place Capital Corp 0.04% Add +25.4% 2,172 $234K
Compass Financial Management LLC 0.03% — 2,096 $231K
Hunter Associates Investment Management LLC 0.03% New 2,135 $230K
Employees Retirement System of Texas 0.00% No change 2,126 $229K
Northwest Wealth Management, LLC 0.03% New 2,116 $228K
RFG Advisory, LLC 0.00% New 2,114 $228K
Private Wealth Advisors, LLC 0.07% New 2,106 $227K
Independent Wealth Network Inc. 0.06% New 2,083 $224K
Sigma Planning Corp 0.01% New 2,062 $222K
71 West Capital Partners 0.01% New 2,057 $222K
Integral Investment Advisors, Inc. 0.05% New 2,055 $221K
Lantz Financial LLC 0.04% New 2,055 $221K
Citizens Financial Group Inc. 0.00% New 2,033 $219K
AlphaCore Capital LLC 0.00% Add +108.8% 2,030 $219K
Murphy Pohlad Asset Management LLC 0.08% New 2,027 $219K
Stephens Inc. 0.00% New 2,026 $218K
Mather Group, Llc. 0.00% Add +2.8% 2,020 $218K
Optiver Holding B.V. 0.00% Add +1118.2% 2,010 $217K
Oxford Financial Group, LTD. LLC 0.01% New 2,008 $216K
Jump Financial, LLC 0.00% Reduce -16.7% 2,000 $216K
Banco Santander, S.A. 0.00% New 2,000 $216K
Great Valley Advisor Group, Inc. 0.00% Reduce -43.3% 2,000 $215K
Allen Capital Group, LLC 0.02% New 1,996 $215K
Iams Wealth Management, LLC 0.06% New 1,993 $215K
Parallel Advisors, LLC 0.00% Add +4.9% 1,984 $214K
SageView Advisory Group, LLC 0.01% Reduce -12.5% 1,982 $214K
Cigna Investments Inc. 0.03% New 1,982 $213K
Miramar Capital, LLC 0.05% New 1,975 $213K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 1,968 $212K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.6% 1,966 $212K
J.M. Arbour, LLC 0.18% New 1,940 $209K
PDS Planning, Inc 0.01% New 1,926 $208K
Wealthcare Capital Partners, LLC 0.09% New 1,921 $207K
Eads & Heald Wealth Management 0.10% New 1,911 $206K
MV Capital Management, Inc. 0.02% Add +0.2% 1,903 $205K
Moneta Group Investment Advisors LLC 0.00% New 1,896 $204K
Continuum Advisory, LLC 0.02% New 1,889 $204K
BOS Asset Management, LLC 0.05% New 1,887 $203K
WNY Asset Management, LLC 0.02% New 1,879 $203K
Engineers Gate Manager LP 0.00% New 1,876 $202K
Capital Analysts, LLC 0.00% Reduce -2.0% 1,869 $202K
Fidelis Capital Partners, LLC 0.01% New 1,868 $201K
Kathmere Capital Management, LLC 0.01% New 1,863 $201K
Hills Bank & Trust Co 0.01% No change 1,854 $200K
Oslo Pensjonsforsikring AS 0.02% Reduce -42.8% 1,804 $194K
Silvant Capital Management LLC 0.01% No change 1,747 $188K
CENTRAL TRUST Co 0.00% Add +0.3% 1,720 $185K
Harbor Investment Advisory, LLC 0.01% No change 1,704 $184K
Manchester Capital Management LLC 0.02% Reduce -0.7% 1,668 $180K
Private Wealth Asset Management, LLC 0.02% No change 1,659 $179K
CoreCap Advisors, LLC 0.01% Add +57.3% 1,601 $173K
AlphaCentric Advisors LLC 0.14% Add +6.4% 1,556 $168K
LGT Financial Advisors LLC 0.88% No change 1,547 $167K
West Financial Advisors, LLC 0.02% Reduce -16.3% 1,511 $163K
Nemes Rush Group LLC 0.01% No change 1,440 $155K
JNBA Financial Advisors 0.01% No change 1,432 $154K
Raiffeisen Bank International AG 0.00% No change 1,410 $153K
Larson Financial Group LLC 0.00% Add +5.6% 1,404 $151K
Essential Partners LLC 0.07% Add +5.5% 1,394 $150K
CVA Family Office, LLC 0.01% Add +2.6% 1,302 $140K
Versant Capital Management, Inc 0.01% Reduce -2.9% 1,293 $139K
JFS Wealth Advisors, LLC 0.01% Add +0.5% 1,290 $139K
Quent Capital, LLC 0.01% Reduce -9.8% 1,276 $138K
Capital Advisors, Ltd. LLC 0.01% No change 1,202 $130K
RMG Wealth Management LLC 0.01% Add +0.1% 1,060 $121K
GHP Investment Advisors, Inc. 0.00% No change 1,099 $118K
Richardson Financial Services Inc. 0.07% No change 1,080 $116K
Atlantic Union Bankshares Corp 0.00% Reduce -0.7% 1,066 $115K
Geneos Wealth Management Inc. 0.00% No change 1,042 $112K
Deseret Mutual Benefit Administrators 0.04% Reduce -4.6% 1,029 $111K
Walleye Capital LLC 0.00% New 1,015 $109K
Key Capital Management, INC 0.06% Reduce -22.1% 1,012 $109K
Pingora Partners LLC 0.06% No change 1,000 $108K
City Holding Co. 0.01% Add +83.6% 964 $104K
Pinnacle Bancorp, Inc. 0.03% No change 951 $102K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 950 $102K
Johnson Financial Group, Inc. 0.00% No change 930 $100K
Lloyd Advisory Services, LLC. 0.04% New 904 $97K
Concord Wealth Partners 0.01% New 878 $95K
TFC Financial Management, Inc. 0.01% No change 844 $91K
N.E.W. Advisory Services LLC 0.01% Add +46.3% 819 $88K
Contravisory Investment Management, Inc. 0.01% New 769 $83K
Burnham & Co LLC 0.07% — 750 $81K
Princeton Global Asset Management LLC 0.01% Add +72.6% 742 $80K
Bokf, NA 0.00% Add +8.6% 742 $80K
Ossiam 0.00% Add +47.5% 686 $74K
Cromwell Holdings LLC 0.03% Add +5.0% 674 $73K
Vermillion Wealth Management, Inc. 0.02% Add +357.8% 673 $73K
Tompkins Financial Corp. 0.00% No change 650 $70K
Park National Corp. 0.00% Reduce -13.5% 641 $69K
Security National Bank 0.01% Reduce -34.3% 631 $68K
Keating Financial Advisory Services, Inc. 0.01% Add +16.0% 622 $67K
Financial Consulate, Inc. 0.01% Add +6.8% 614 $66K
Cassaday & Co Wealth Management LLC 0.00% Add +0.2% 608 $66K
First Horizon Corp. 0.00% No change 593 $64K
International Assets Investment Management, LLC 0.00% Add +36.0% 585 $64K
IFG Advisory, LLC 0.00% New 587 $63K
Hazlett, Burt & Watson, Inc. 0.02% No change 583 $63K
GeoWealth Management, LLC 0.00% New 584 $63K
Parkside Financial Bank & Trust 0.00% Add +5.7% 578 $62K
Dynamic Wealth Strategies, LLC 0.03% Add +3.4% 577 $62K
Legacy Bridge, LLC 0.02% No change 570 $61K
Winch Advisory Services, LLC 0.01% Add +0.5% 564 $61K
Bfsg, LLC 0.01% Reduce -9.1% 562 $61K
Blue Trust, Inc. 0.00% Reduce -40.0% 553 $60K
Stilwell Value LLC 0.06% No change 547 $59K
Plante Moran Financial Advisors, LLC 0.00% Add +0.2% 547 $59K
Motco 0.01% Add +0.8% 539 $58K
CYBER HORNET ETFs LLC 0.03% Reduce -2.5% 535 $58K
Financial Perspectives, Inc 0.01% Add +124.8% 535 $58K
True Wealth Design, LLC 0.01% No change 515 $56K
Westpac Banking Corp. 0.00% No change 511 $55K
Delos Wealth Advisors, LLC 0.03% New 504 $54K
Navigoe, LLC 0.03% Add +1.8% 497 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.2% 485 $52K
Clean Yield Group 0.01% No change 484 $52K
Physician Wealth Advisors, Inc. 0.01% No change 484 $52K
North Star Investment Management Corp. 0.00% Add +72.6% 478 $52K
Pflug Koory, LLC 0.02% No change 473 $51K
Wilkerson Advisory Group LLC 0.02% Add +11.4% 470 $51K
Fortis Group Advisors, LLC 0.01% No change 458 $49K
Paladin Advisory Group, LLC 0.03% No change 449 $48K
SJS Investment Consulting Inc. 0.01% Add +0.7% 436 $47K
Brown, Lisle/Cummings, Inc. 0.01% No change 423 $46K
BankPlus Trust Department 0.01% No change 422 $45K
Covestor Ltd 0.03% Add +19.1% 418 $45K
American National Bank & Trust 0.00% Add +19.5% 417 $45K
Lanark Financial, Inc. 0.00% Add +2.7% 416 $45K
Anchor Investment Management, LLC 0.00% No change 414 $45K
Gould Capital, LLC 0.02% No change 408 $44K
Loomis Sayles & Co. L P 0.00% New 397 $43K
Miller Wealth Advisors, LLC 0.02% No change 396 $43K
Owl Creek Wealth Partners LLC 0.01% Add +2.6% 395 $43K
MCF Advisors LLC 0.00% No change 394 $42K
Comprehensive Financial Planning, Inc. 0.02% No change 381 $41K
FWL Investment Management, LLC 0.01% No change 380 $41K
TD Capital Management LLC 0.00% Add +0.5% 369 $40K
Quarry LP 0.01% New 368 $40K
Rossby Financial, LCC 0.01% Reduce -48.1% 367 $40K
Toth Financial Advisory Corp. 0.00% No change 365 $39K
Bogart Wealth, LLC 0.00% Add +14.7% 360 $39K
Signature Equity Partners, LLC 0.02% No change 350 $38K
Basecamp Wealth Advisors LLC 0.01% No change 349 $38K
Bell Investment Advisors, Inc 0.01% No change 348 $38K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -2.3% 334 $36K
AdvisorNet Financial, Inc 0.00% No change 325 $35K
Providence Capital Advisors, LLC 0.01% New 320 $34K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -38.0% 310 $33K
First Pacific Financial 0.00% Add +0.7% 305 $33K
Rialto Wealth Management, LLC 0.01% Add +6.0% 302 $33K
Old Second National Bank of Aurora 0.01% No change 300 $32K
Valley Wealth Managers, Inc. 0.00% No change 300 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 295 $32K
Hilton Head Capital Partners, LLC 0.02% No change 293 $32K
Creative Capital Management Investments LLC 0.01% Add +20.9% 283 $31K
Hoertkorn Richard Charles 0.02% No change 272 $29K
GW&K Investment Management, LLC 0.00% Add +12.3% 265 $29K
First Command Advisory Services, Inc. 0.00% Reduce -70.3% 265 $29K
Center for Financial Planning, Inc. 0.00% No change 264 $28K
YANKCOM Partnership 0.01% Reduce -12.1% 248 $27K
Fortitude Family Office, LLC 0.01% Add +1.2% 248 $27K
Ancora Advisors LLC 0.00% Reduce -26.1% 247 $27K
Salomon & Ludwin, LLC 0.00% No change 241 $26K
Key Financial Inc 0.00% Add +9.6% 240 $26K
Valley National Advisers Inc. 0.00% Add +1.7% 239 $26K
St Germain D J Co. Inc. 0.00% No change 239 $26K
Grove Bank & Trust 0.00% No change 236 $25K
Caldwell Trust Co 0.00% No change 235 $25K
Colonial Trust Co / SC 0.00% Reduce -22.8% 234 $25K
Triumph Capital Management 0.00% Add +1.3% 233 $25K
Oakmont Advisory Group, LLC 0.02% New 228 $25K
Country Trust Bank 0.00% No change 221 $24K
Hughes Financial Services, LLC 0.00% Add +772.0% 218 $23K
SRH Advisors, LLC 0.01% No change 211 $23K
Fiduciary Financial Advisors 0.00% New 212 $23K
Frazier Financial Advisors, LLC 0.01% Reduce -1.9% 208 $22K
Blueline Advisors LLC 0.02% No change 206 $22K
Planning Strategies Inc. 0.01% — 206 $22K
Activest Wealth Management 0.00% Reduce -4.7% 205 $22K
Axiom Investment Management LLC 0.01% No change 200 $22K
Kentucky Trust Co 0.01% No change 200 $22K
New England Capital Financial Advisors LLC 0.01% No change 200 $22K
Union Savings Bank 0.01% No change 195 $21K
Bruce G. Allen Investments, LLC 0.01% Add +1.1% 192 $21K
LRI Investments, LLC 0.00% Add +70.5% 191 $21K
SBI Securities Co., Ltd. 0.00% Add +6.2% 190 $20K
Alpine Bank Wealth Management 0.00% New 189 $20K
Strategic Investment Solutions, Inc. 0.00% No change 189 $20K
Marquette Asset Management, LLC 0.00% No change 188 $20K
Eastern Bank 0.00% No change 188 $20K
Gill Capital Partners, LLC 0.01% No change 187 $20K
Smithfield Trust Co 0.00% No change 190 $20K
Caldwell Sutter Capital, Inc. 0.01% No change 180 $19K
Strategic Wealth Partners, Ltd. 0.00% No change 173 $19K
Spire Wealth Management 0.00% No change 172 $19K
Institute for Wealth Management, LLC. 0.00% New 171 $18K
Allianz SE 0.00% New 170 $18K
HHM Wealth Advisors, LLC 0.00% No change 169 $18K
Synergy Investment Management, LLC 0.00% Add +8050.0% 163 $18K
Whittier Trust Co. of Nevada Inc. 0.00% No change 155 $17K
Sachetta, LLC 0.01% Add +32.8% 162 $17K
Gen-Wealth Partners Inc 0.00% New 162 $17K
Ares Financial Consulting, LLC 0.01% No change 161 $17K
Cornerstone Planning Group LLC 0.00% Reduce -0.6% 160 $17K
Buck Wealth Strategies, LLC 0.00% New 158 $17K
Horizon Financial Services, LLC 0.01% No change 158 $17K
Trust Co. of Vermont 0.00% — 157 $17K
West Paces Advisors Inc. 0.00% New 152 $16K
CoreFirst Bank & Trust 0.01% No change 150 $16K
Rosenberg Matthew Hamilton 0.00% No change 150 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 149 $16K
Community Bank, N.A. 0.00% No change 147 $16K
Private Wealth Management Group, LLC 0.00% No change 146 $16K
Holos Integrated Wealth LLC 0.01% No change 138 $16K
Burkett Financial Services, LLC 0.00% Add +0.7% 140 $15K
Kelleher Financial Advisors 0.00% New 135 $15K
PFS Partners, LLC 0.01% Add +0.8% 126 $14K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 123 $13K
Picton Mahoney Asset Management 0.00% Reduce -99.4% 121 $13K
REAP Financial Group, LLC 0.00% Add +0.8% 118 $13K
Cullen/Frost Bankers, Inc. 0.00% No change 118 $13K
Richard W. Paul & Associates, LLC 0.00% Add +36.0% 117 $13K
Silver Grove Financial Group, Inc. 0.01% Add +76.6% 113 $12K
Asset Dedication, LLC 0.00% No change 113 $12K
KERR FINANCIAL PLANNING Corp 0.01% Add +0.9% 112 $12K
Golden State Wealth Management, LLC 0.00% No change 111 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $12K
Fairway Wealth LLC 0.00% No change 105 $11K
Boyd Watterson Asset Management LLC 0.00% No change 103 $11K
Financial Network Wealth Advisors LLC 0.01% No change 100 $11K
PlanVest Financial, Inc 0.01% No change 100 $11K
Bulwark Capital Corp 0.01% New 100 $11K
First Community Trust NA 0.00% Reduce -80.7% 100 $11K
Graney & King, LLC 0.00% No change 100 $11K
McDonald Partners LLC 0.00% New 100 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $11K
Atwood & Palmer Inc. 0.00% No change 100 $11K
Albion Financial Group 0.00% No change 100 $11K
Torren Management, LLC 0.01% No change 98 $11K
Southern Michigan Bank & Trust 0.00% No change 95 $10K
Kemnay Advisory Services Inc. 0.00% Add +3.5% 90 $10K
Vanguard National Trust Co 0.00% No change 90 $10K
Meeder Asset Management Inc. 0.00% Add +19.1% 81 $9K
Vision Financial Markets LLC 0.01% Add +1.3% 77 $8K
1 North Wealth Services LLC 0.00% New 74 $8K
Strive Financial Group ,LLC 0.00% No change 70 $8K
Fulcrum Asset Management LLP 0.00% New 65 $7K
Cornerstone Financial Management LLC 0.01% Add +13.0% 61 $7K
Elevation Wealth Partners, LLC 0.00% Add +7.4% 58 $6K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 57 $6K
Davis Capital Management 0.00% Add +5.8% 55 $6K
Valued Wealth Advisors LLC 0.00% Add +50.0% 54 $6K
Bay Harbor Wealth Management, LLC 0.00% Reduce -90.9% 51 $5K
Westfuller Advisors, LLC 0.00% Reduce -8.9% 51 $5K
Phillip James Consulting Co. 0.00% No change 50 $5K
SouthState Bank Corp 0.00% No change 49 $5K
POM Investment Strategies, LLC 0.01% No change 49 $5K
SHP Wealth Management 0.00% Add +14.6% 47 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 53 $5K
Summit Securities Group LLC 0.00% Add +43.8% 46 $5K
Archer Investment Corp 0.00% No change 44 $5K
Raffa Wealth Management, LLC 0.00% No change 44 $5K
Financial Management Professionals, Inc. 0.00% Add +10.5% 42 $5K
Godfrey Financial Associates, Inc. 0.00% New 41 $4K
Crewe Advisors LLC 0.00% New 41 $4K
HM Payson & Co. 0.00% No change 39 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 36 $4K
ROSS\JOHNSON & Associates LLC 0.06% No change 34 $4K
Westside Investment Management, Inc. 0.00% New 33 $4K
Corsicana & Co. 0.00% No change 32 $3K
Kilter Group LLC 0.00% Reduce -26.8% 30 $3K
Highline Wealth Partners LLC 0.00% New 30 $3K
Avion Wealth 0.00% Add +20.8% 29 $3K
Prestige Wealth Management Group LLC 0.00% No change 27 $3K
Allied Private Wealth LLC 0.00% — 24 $3K
Dunhill Financial, LLC 0.00% Reduce -4.0% 24 $3K
HFM Investment Advisors, LLC 0.00% Add +100.0% 24 $3K
Clark Wealth Partners 0.00% No change 23 $2K
Tounjian Advisory Partners, LLC 0.00% Reduce -99.8% 23 $2K
Principia Wealth Advisory, LLC 0.00% Add +5.3% 20 $2K
Nvwm, LLC 0.00% No change 20 $2K
DT Investment Partners, LLC 0.00% No change 16 $2K
Wolff Wiese Magana LLC 0.00% No change 15 $2K
IMG Wealth Management, Inc. 0.00% New 13 $1K
Investors Portfolio Services LLC 0.00% No change 13 $1K
1015 Capital Partners, LLC 0.00% No change 12 $1K
Aspect Partners, LLC 0.00% No change 11 $1K
Penserra Capital Management LLC 0.00% Add +20.0% 18 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 8 $863
Burk Holdings LLC 0.00% No change 8 $862
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $862
JPL Wealth Management, LLC 0.00% Add +40.0% 7 $755
Rakuten Securities, Inc. 0.00% New 7 $754
WestEnd Advisors, LLC 0.00% Add +16.7% 7 $754
American Capital Advisory, LLC 0.00% No change 6 $647
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $548
DecisionPoint Financial, LLC 0.00% Add +150.0% 5 $545
Seneschal Advisors, LLC 0.00% No change 5 $539
Atlantic Private Wealth, LLC 0.00% No change 5 $539
Evolution Wealth Management Inc. 0.00% No change 5 $539
Quaker Wealth Management, LLC 0.00% No change 5 $539
Aventura Private Wealth, LLC 0.00% No change 5 $539
Arlington Trust Co LLC 0.00% No change 5 $539
Y.D. More Investments Ltd 0.00% Add +3.2% 992 $359
Maryland Capital Advisors Inc. 0.00% — 2 $216
SOA Wealth Advisors, LLC. 0.00% No change 1 $128
Banque Cantonale Vaudoise 0.00% New 1,096 $118
3 Factor Indexing, LLC 0.00% No change 1 $108

"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.