Principal Financial GroupPFG
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $52.6M |
| Exits | 55 | $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.