ProgressivePGR

13F holders, Q2 2024 (June 30)
1,526holders +66
136new positions
70sold out
16famous investors
$207.70avg. 13F price*

At the end of Q2 2024, 1,526 institutions reported holding Progressive Corp. (PGR) in their 13F filings, up 66 from Q1 2024. 136 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($10.8B), BlackRock Inc. ($10.1B) and State Street Corp. ($5.1B). 16 famous investors held it, including Francois Rochon (4.7% of Giverny Capital's portfolio), Andreas Halvorsen (3.2% of Viking Global Investors's portfolio) and Tom Gayner (1.5% of Markel Group's portfolio).

Company
Progressive Corp.
Sector
Finance
CUSIP
743315103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions136$704.1M
Exits70$287.8M

All 13F filers, Q1 2024 → Q2 2024: 31,375,879 shares bought and 32,488,043 shares sold, net −1,112,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,526 holders

Vanguard Group Inc. 0.21% Add +0.9% 52,218,455 $10.8B
BlackRock Inc. 0.23% Add +0.4% 48,457,961 $10.1B
State Street Corp. 0.22% Reduce -0.2% 24,368,396 $5.1B
Bank of America Corp. 0.34% Reduce -1.1% 16,977,544 $3.5B
Massachusetts Financial Services Co. 0.92% Reduce -1.6% 14,446,539 $3.0B
JPMorgan Chase & Co. 0.24% Reduce -36.7% 13,537,508 $2.8B
Geode Capital Management, LLC 0.23% Add +3.3% 12,743,579 $2.6B
Wellington Management Group LLP 0.40% Reduce -37.1% 10,696,549 $2.2B
FMR LLC 0.14% Reduce -4.4% 10,347,997 $2.1B
Morgan Stanley 0.14% Add +3.8% 8,546,928 $1.8B
Alliancebernstein L.P. 0.61% Reduce -3.2% 8,386,105 $1.7B
Janus Henderson Group PLC 0.87% Reduce -10.4% 7,839,934 $1.6B
Norges Bank 0.23% Add +2.4% 7,554,065 $1.6B
Capital World Investors 0.23% Reduce -0.7% 6,793,177 $1.4B
T. Rowe Price Associates Inc. 0.16% Reduce -3.5% 6,423,032 $1.3B
Principal Financial Group Inc. 0.76% Reduce -12.4% 6,154,900 $1.3B
Brown Advisory Inc. 1.56% Add +8.6% 5,753,303 $1.2B
Northern Trust Corp. 0.20% Add +1.7% 5,658,466 $1.2B
Nuveen Asset Management, LLC 0.34% Add +28.8% 5,526,303 $1.1B
Bank of New York Mellon Corp 0.21% Reduce -5.7% 5,349,788 $1.1B
Deutsche Bank AG 0.49% Reduce -6.3% 5,204,661 $1.1B
Artisan Partners Limited Partnership 1.61% Reduce -2.9% 5,108,413 $1.1B
Capital International Investors 0.21% Add +1.2% 4,984,318 $1.0B
Invesco Ltd. 0.22% Add +12.3% 4,961,049 $1.0B
FIL Ltd 1.02% Add +3.5% 4,943,904 $1.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% Add +33.3% 4,737,257 $984.0M
Goldman Sachs Group Inc. 0.18% Add +3.3% 4,525,624 $940.0M
Viking Global Investors 3.20% Add +32.1% 4,006,859 $832.3M
Jennison Associates LLC 0.52% Add +3039.3% 3,907,519 $811.6M
Legal & General Group Plc 0.23% Reduce -3.4% 3,861,035 $802.0M
Charles Schwab Investment Management Inc. 0.15% Add +2.6% 3,796,543 $788.6M
Baird Financial Group, Inc. 1.50% Reduce -5.1% 3,485,412 $724.0M
Neuberger Berman Group LLC 0.57% Reduce -19.1% 3,364,711 $699.1M
Amundi 0.26% Reduce -32.4% 3,201,093 $672.5M
California Public Employees Retirement System 0.39% Reduce -11.2% 2,537,729 $527.1M
Barclays PLC 0.24% Add +12.3% 2,466,368 $512.3M
D. E. Shaw & Co. 0.77% Reduce -10.8% 2,430,468 $504.8M
American Century Companies Inc. 0.30% Add +3.0% 2,392,773 $497.0M
Fayez Sarofim & Co 1.23% Add +1.7% 2,196,271 $456.2M
Brown Brothers Harriman & Co. 3.42% Reduce -1.8% 2,185,803 $454.0M
London Co. of Virginia 2.45% Reduce -6.0% 2,098,880 $436.0M
UBS Group AG 0.13% Add +44.4% 2,039,750 $423.7M
Capital Research Global Investors 0.09% Add +0.0% 2,010,160 $417.5M
Royal London Asset Management Ltd. 1.03% Reduce -8.2% 1,950,648 $405.2M
Sumitomo Mitsui Trust Group, Inc. 0.29% Reduce -4.3% 1,921,782 $399.2M
Qube Research & Technologies Ltd 0.72% Add +34.7% 1,874,628 $389.4M
Royal Bank of Canada 0.09% Add +5.3% 1,826,852 $379.5M
APG Asset Management N.V. 0.65% Reduce -3.6% 1,889,407 $366.2M
Swiss National Bank 0.25% Reduce -1.0% 1,734,000 $360.2M
TD Asset Management Inc 0.33% Reduce -1.0% 1,681,323 $349.2M
Envestnet Asset Management Inc. 0.12% Reduce -3.8% 1,680,038 $349.0M
Egerton Capital (UK) LLP 3.23% New 1,541,378 $320.2M
Blair William & Co. 0.98% Reduce -2.5% 1,529,521 $317.7M
Two Sigma Advisers, LP 0.70% Add +274.3% 1,521,900 $316.1M
Bank Julius Baer & Co. Ltd, Zurich 1.18% Add +52.3% 1,371,284 $309.7M
Dimensional Fund Advisors LP 0.08% Add +20.3% 1,467,191 $304.8M
Primecap Management Co. 0.22% Reduce -1.7% 1,432,280 $297.5M
Franklin Resources Inc. 0.09% Reduce -9.8% 1,418,395 $294.6M
HSBC Holdings PLC 0.18% Reduce -3.6% 1,350,703 $281.8M
Ameriprise Financial Inc. 0.08% Add +11.1% 1,335,636 $277.4M
AustralianSuper Pty Ltd 1.53% Reduce -14.0% 1,279,685 $265.8M
1832 Asset Management L.P. 0.47% Reduce -25.7% 1,251,886 $260.0M
Timucuan Asset Management Inc. 8.73% Reduce -1.4% 1,223,496 $254.1M
Wells Fargo & Company 0.07% Add +1.5% 1,213,385 $252.0M
McDonald Capital Investors Inc. 15.38% Reduce -7.3% 1,185,336 $246.2M
Rhumbline Advisers 0.23% Add +0.0% 1,164,628 $241.9M
BNP Paribas Financial Markets 0.26% Add +77.9% 1,160,071 $241.0M
Raymond James & Associates 0.15% Add +0.8% 1,101,866 $228.9M
Southpoint Capital Advisors LP 5.68% Add +4.8% 1,100,000 $228.5M
National Bank of Canada 0.34% Add +66.3% 1,045,630 $219.0M
Mackenzie Financial Corp. 0.31% Reduce -12.4% 1,001,897 $208.1M
AQR Capital Management 0.32% Add +61.9% 993,835 $206.4M
Orbis Allan Gray Ltd 1.28% Reduce -28.9% 988,795 $205.4M
Vontobel Holding Ltd. 0.66% Add +5613.4% 984,936 $204.6M
Prudential Financial Inc. 0.30% Add +70.1% 972,566 $202.0M
Fiduciary Management Inc. 1.87% Reduce -4.8% 965,161 $200.5M
Two Sigma Investments, LP 0.49% Reduce -1.7% 953,746 $198.1M
California State Teachers Retirement System 0.24% Reduce -0.6% 940,229 $195.3M
Confluence Investment Management LLC 2.81% Add +2.7% 937,114 $194.6M
Clearbridge Investments, LLC 0.16% Reduce -22.4% 936,539 $194.5M
Nordea Investment Management AB 0.22% Reduce -8.2% 910,781 $191.5M
Westfield Capital Management Co. LP 0.93% Add +48.1% 914,475 $189.9M
Bank of Montreal 0.06% Add +6.1% 895,621 $186.9M
National Pension Service 0.21% Add +1.5% 897,741 $186.5M
Marshall Wace, LLP 0.26% Add +135.9% 873,636 $181.5M
Marshfield Associates 3.98% Reduce -31.9% 867,472 $180.2M
Caisse de depot et placement du Quebec 0.43% Add +43.5% 852,141 $177.0M
Russell Investments Group, Ltd. 0.28% Add +3.4% 835,160 $173.9M
Citadel Advisors 0.17% Add +7.2% 833,175 $173.1M
New York State Common Retirement Fund 0.23% Reduce -2.8% 827,024 $171.8M
Allspring Global Investments Holdings, LLC 0.28% Add +27.5% 820,585 $170.4M
Van Cleef Asset Management,Inc 21.09% Reduce -2.1% 809,839 $168.2M
Balyasny Asset Management L.P. 0.44% Add +17.2% 806,931 $167.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.20% Add +11.4% 782,173 $162.5M
Los Angeles Capital Management LLC 0.56% Reduce -13.9% 756,057 $157.0M
Markel Group 1.54% No change 753,750 $156.6M
Natixis Advisors, LLC 0.34% Reduce -0.3% 743,407 $154.4M
Corient Private Wealth LP 0.27% Add +0.3% 737,029 $153.1M
Jacobs Levy Equity Management, Inc. 0.63% Add +0.5% 736,239 $152.9M
Makaira Partners LLC 19.60% Reduce -2.1% 727,431 $151.1M
Allianz Asset Management GmbH 0.24% Add +1756.4% 726,674 $150.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.17% Add +208.1% 716,059 $148.7M
Renaissance Technologies 0.25% Reduce -10.7% 711,600 $147.8M
Earnest Partners LLC 0.67% Reduce -0.7% 691,781 $143.7M
Macquarie Group Ltd. 0.16% Add +2.1% 680,555 $141.4M
BloombergSen Inc. 13.40% Reduce -3.4% 679,122 $141.1M
AXA S.A. 0.42% Add +13.7% 676,780 $140.6M
Parnassus Investments, LLC 0.30% Reduce -23.9% 672,151 $139.6M
Acadian Asset Management LLC 0.43% Add +91.7% 667,956 $138.7M
Schroder Investment Management Group 0.15% Add +75.6% 659,353 $137.0M
Man Group plc 0.37% Add +5.0% 652,768 $135.6M
Skandinaviska Enskilda Banken AB (publ) 0.65% Add +457.2% 651,707 $135.4M
Victory Capital Management Inc. 0.14% Reduce -11.4% 651,437 $135.3M
Swedbank AB 0.18% Add +12.7% 636,757 $132.3M
Korea Investment CORP 0.33% Add +17.2% 630,615 $131.0M
Nomura Asset Management Co. Ltd. 0.43% Add +0.2% 608,748 $126.4M
Polar Capital Holdings Plc 0.75% Add +0.2% 605,805 $125.8M
Ensign Peak Advisors, Inc 0.23% Reduce -2.6% 604,986 $125.7M
Canada Pension Plan Investment Board 0.12% Reduce -26.3% 598,368 $124.3M
DekaBank Deutsche Girozentrale 0.22% Reduce -16.7% 586,063 $123.7M
State Board of Administration of Florida Retirement System 0.24% Reduce -8.2% 589,707 $122.5M
Millennium Management 0.10% Reduce -39.7% 579,553 $120.4M
Fenimore Asset Management Inc 2.62% Reduce -0.2% 576,043 $119.6M
CANADA LIFE ASSURANCE Co 0.23% Add +4.7% 575,062 $119.6M
Panagora Asset Management Inc. 0.59% Add +56.4% 565,378 $117.4M
Adage Capital Partners Gp, L.L.C. 0.22% Reduce -2.1% 561,785 $116.7M
Bonness Enterprises Inc. 41.89% Reduce -1.6% 551,282 $114.5M
Zurich Insurance Group Ltd 0.99% Add +75.3% 547,512 $113.7M
New York State Teachers Retirement System 0.24% Reduce -4.5% 545,295 $113.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% Add +55.2% 535,649 $111.3M
James Hambro & Partners LLP 5.16% Reduce -0.0% 534,496 $111.1M
Giverny Capital 4.69% Add +0.8% 534,821 $111.1M
Mitsubishi UFJ Trust & Banking Corp 0.26% Reduce -4.3% 517,364 $107.5M
Junto Capital Management LP 2.33% New 510,369 $106.0M
Healthcare of Ontario Pension Plan Trust Fund 0.31% Reduce -9.1% 506,730 $105.3M
Woodline Partners LP 0.96% Add +51.3% 483,739 $100.5M
Jupiter Asset Management Ltd. 0.93% Add +268.9% 476,262 $98.9M
Sei Investments Co. 0.14% Add +6.0% 467,513 $97.1M
Chilton Investment Co. Inc. 2.72% Add +74.9% 465,087 $96.6M
Perpetual Ltd 1.05% Reduce -10.6% 463,367 $96.2M
Bank of Nova Scotia 0.19% Reduce -24.9% 457,053 $94.9M
Capitolis Liquid Global Markets LLC 1.15% New 448,000 $93.1M
KBC Group NV 0.28% Add +414.7% 447,356 $92.9M
Manufacturers Life Insurance Company, The 0.09% Reduce -0.9% 445,332 $92.5M
Madison Asset Management, LLC 1.14% Reduce -1.9% 443,577 $92.1M
STRS Ohio 0.36% Add +40.9% 442,498 $91.9M
Citigroup Inc. 0.09% Add +29.6% 441,996 $91.8M
UMB Bank, n.a. 1.47% Add +0.0% 432,880 $89.9M
Erste Asset Management GmbH 1.19% Add +183.8% 429,636 $89.7M
Bridges Investment Management Inc. 1.36% Add +117.0% 431,480 $89.6M
Central Securities Corp 8.80% Reduce -1.1% 430,000 $89.3M
Danske Bank A/S 0.32% Reduce -5.5% 422,228 $87.7M
Storebrand Asset Management As 0.29% Add +24.8% 419,185 $87.1M
140 Summer Partners LP 11.98% Add +13.3% 418,566 $86.9M
Glenmede Trust Co. NA 0.44% Reduce -9.8% 417,080 $86.6M
Chicago Capital, LLC 2.51% Reduce -16.1% 406,593 $84.5M
Woodley Farra Manion Portfolio Management Inc. 4.56% Reduce -0.8% 404,170 $84.0M
NZS Capital, LLC 3.43% Add +0.7% 402,735 $83.7M
Pathstone Holdings, LLC 0.38% Add +3.9% 402,282 $83.6M
Kensico Capital Management Corp. 2.60% Reduce -33.8% 399,500 $83.0M
Intech Investment Management LLC 1.00% Add +148.6% 387,455 $80.5M
Eminence Capital, LP 1.28% Reduce -7.0% 382,406 $79.4M
Aberdeen Group plc 0.15% Reduce -4.9% 371,089 $77.1M
State of Wisconsin Investment Board 0.20% Add +1.7% 368,259 $76.5M
Port Capital LLC 3.82% Add +3.2% 366,611 $76.1M
PNC Financial Services Group, Inc. 0.05% Reduce -4.7% 353,747 $73.5M
Candriam S.C.A. 0.44% Add +67.8% 343,496 $71.3M
Aviva PLC 0.20% Add +31.3% 335,957 $69.8M
Alyeska Investment Group, L.P. 0.40% Reduce -14.3% 335,106 $69.6M
Capco Asset Management, LLC 16.38% Add +1.3% 333,248 $69.2M
LPL Financial LLC 0.03% Add +30.9% 324,645 $67.4M
Chevy Chase Trust Holdings, LLC 0.21% Reduce -1.3% 319,984 $66.5M
Senator Investment Group LP 3.10% Reduce -26.0% 306,000 $63.6M
Moore Capital Management, LP 1.44% Add +459.2% 305,155 $63.4M
Blackstone Inc. 0.28% Add +10.9% 305,000 $63.4M
Public Employees Retirement System of Ohio 0.24% Reduce -7.3% 300,583 $62.4M
Pictet Asset Management Holding SA 0.07% Reduce -0.6% 292,683 $60.8M
Treasurer of the State of North Carolina 0.26% Reduce -4.5% 292,162 $60.7M
Truist Financial Corp. 0.09% Add +27.7% 289,341 $60.1M
SG Americas Securities, LLC 0.38% Reduce -59.5% 285,425 $59.3M
Worldquant Millennium Advisors LLC 0.53% Reduce -33.7% 280,790 $58.3M
Carnegie Investment Counsel 1.81% Reduce -1.1% 279,156 $58.0M
No Street GP LP 4.74% Add +38.5% 270,000 $56.1M
Robeco Institutional Asset Management B.V. 0.12% Add +49.6% 266,117 $55.3M
Voya Investment Management LLC 0.06% Reduce -7.7% 264,464 $54.9M
Argent Capital Management LLC 1.59% Reduce -1.0% 260,047 $54.0M
State of Tennessee, Department of Treasury 0.19% Reduce -5.0% 248,741 $51.7M
Asset Management One Co., Ltd. 0.20% Add +4.2% 245,419 $51.0M
Kayne Anderson Rudnick Investment Management LLC 0.12% Reduce -4.6% 232,307 $48.3M
Mn Services Vermogensbeheer B.V. 0.35% Reduce -2.2% 231,273 $48.0M
Teachers Retirement System of the State of Kentucky 0.43% Add +14.5% 229,808 $47.7M
Teacher Retirement System of Texas 0.27% Add +56.2% 228,484 $47.5M
Cibc World Markets Corp. 0.31% Reduce -2.7% 227,247 $47.2M
Credit Agricole S A 0.28% Add +361.0% 222,387 $46.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +7.7% 220,678 $45.8M
Jane Street Group, LLC 0.05% Add +54.0% 220,417 $45.8M
E. Ohman J:or Asset Management AB 1.14% Add +382.8% 220,323 $45.8M
Crow's Nest Holdings LP 10.27% No change 220,000 $45.7M
Marathon Asset Management Ltd 1.43% Reduce -6.1% 219,660 $45.6M
US Bancorp \de 0.06% Add +1.6% 218,793 $45.4M
State of New Jersey Common Pension Fund D 0.20% Reduce -35.5% 218,092 $45.3M
Resona Asset Management Co.,Ltd. 0.26% Reduce -3.7% 210,545 $43.8M
Rafferty Asset Management, LLC 0.16% Add +0.1% 206,013 $42.8M
Toronto Dominion Bank 0.07% Reduce -39.5% 205,051 $42.6M
Tocqueville Asset Management L.P. 0.70% Reduce -1.5% 204,643 $42.5M
Federated Hermes, Inc. 0.10% Add +64.8% 201,754 $41.9M
CI Investments Inc. 0.16% Reduce -3.7% 199,639 $41.5M
Heritage Wealth Advisors 1.86% Add +0.8% 198,040 $41.1M
ZWJ Investment Counsel Inc. 1.80% Reduce -2.8% 197,707 $41.1M
Westwood Holdings Group Inc. 0.33% Reduce -3.0% 195,138 $40.5M
BI Asset Management Fondsmaeglerselskab A/S 0.66% Add +692.1% 194,509 $40.4M
Williams Jones Wealth Management, LLC. 0.49% Add +0.6% 190,448 $39.6M
River Road Asset Management, LLC 0.56% Reduce -20.6% 187,338 $38.9M
Focus Partners Wealth 0.13% Add +2780.9% 180,660 $38.4M
Handelsbanken Fonder AB 0.17% Reduce -4.4% 184,423 $38.3M
Global Frontier Investments LLC 11.28% No change 182,000 $37.8M
Regions Financial Corp. 0.28% Add +1.6% 179,807 $37.3M
Curi Capital, LLC 0.89% Reduce -6.9% 179,322 $37.2M
MetLife Investment Management, LLC 0.22% Add +15.4% 179,064 $37.2M
Point72 Asset Management 0.12% Reduce -28.8% 178,874 $37.2M
Capital Group Private Client Services, Inc. 0.37% Reduce -1.8% 176,928 $36.7M
Ceredex Value Advisors LLC 0.69% Reduce -3.9% 174,782 $36.3M
Avalon Trust Co 2.85% Reduce -0.5% 173,238 $36.0M
Daymark Wealth Partners, LLC 1.65% Reduce -0.7% 172,661 $35.9M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +129.2% 172,600 $35.9M
Osterweis Capital Management Inc. 2.34% Reduce -17.2% 172,264 $35.8M
Arizona State Retirement System 0.24% Add +1.1% 169,791 $35.3M
Nisa Investment Advisors, LLC 0.22% Reduce -32.5% 168,923 $35.1M
AEGON ASSET MANAGEMENT UK Plc 0.49% Reduce -19.4% 168,509 $35.0M
Sanctuary Advisors, LLC 0.25% — 168,351 $35.0M
Lord, Abbett & Co. LLC 0.11% Reduce -28.8% 166,858 $34.7M
Mariner, LLC 0.07% Add +1.5% 165,323 $34.3M
Swiss Life Asset Management Ltd 0.40% Add +8.3% 163,989 $34.1M
Ofi Invest Asset Management 0.90% Add +61980.2% 175,687 $34.0M
Corebridge Financial, Inc. 0.19% — 163,911 $34.0M
Forsta Ap-Fonden 0.30% Reduce -9.9% 162,800 $33.8M
Wilkinson Global Asset Management LLC 2.11% Reduce -2.7% 162,257 $33.7M
Susquehanna International Group, LLP 0.06% Reduce -11.4% 162,064 $33.7M
State of Michigan Retirement System 0.17% No change 160,388 $33.3M
Rockefeller Capital Management L.P. 0.09% Reduce -17.7% 159,040 $33.0M
HighTower Advisors, LLC 0.05% Add +1.1% 156,362 $32.5M
Stifel Financial Corp. 0.04% Add +2.8% 155,348 $32.3M
Patten & Patten Inc. 2.25% Reduce -1.6% 154,747 $32.1M
Pinebridge Investments, L.P. 0.26% Add +3.3% 154,555 $32.1M
Comerica Bank 0.13% Add +1.4% 152,341 $31.6M
Hudson Way Capital Management LLC 4.34% Add +28.7% 151,490 $31.5M
Ilmarinen Mutual Pension Insurance Co 0.36% Add +3.1% 150,095 $31.2M
Federation des caisses Desjardins du Quebec 0.17% Reduce -13.0% 148,492 $30.8M
AIA Group Ltd 0.90% Add +2.2% 148,464 $30.8M
Kinetic Partners Management, LP 2.24% Reduce -53.3% 148,300 $30.8M
Todd Asset Management LLC 0.64% Add +7.3% 148,180 $30.8M
Artemis Investment Management LLP 0.41% Reduce -4.8% 146,823 $30.5M
Raymond James Financial Services Advisors, Inc. 0.04% Add +14.2% 142,798 $29.7M
Fulton Breakefield Broenniman LLC 2.19% Reduce -1.5% 142,627 $29.6M
Everett Harris & Co. 0.38% Reduce -1.6% 142,500 $29.6M
Aptus Capital Advisors, LLC 0.56% Add +13.6% 141,373 $29.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.33% — 140,570 $29.2M
JARISLOWSKY, FRASER Ltd 0.18% Reduce -1.7% 139,479 $29.0M
Villere St Denis J & Co. LLC 2.44% Reduce -2.6% 136,062 $28.3M
Compagnie Lombard Odier SCmA 0.47% Add +25.9% 134,563 $28.0M
Cim, LLC 4.13% Reduce -3.5% 110,043 $27.5M
12th Street Asset Management Company, LLC 5.01% Reduce -2.5% 132,094 $27.4M
Andra AP-fonden 0.46% Add +196.0% 131,700 $27.4M
Picton Mahoney Asset Management 1.16% Reduce -0.6% 130,685 $27.1M
Retirement Systems of Alabama 0.10% Add +0.0% 129,200 $26.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Add +0.1% 128,649 $26.7M
Xponance LLC 0.27% Reduce -4.7% 126,420 $26.3M
AMF Tjanstepension AB 0.19% Reduce -7.8% 124,670 $25.9M
Amalgamated Bank 0.22% Reduce -0.8% 124,568 $25.9M
Varma Mutual Pension Insurance Co 0.21% Reduce -7.3% 123,644 $25.7M
Rowlandmiller & Partners.adv 5.45% Reduce -4.4% 120,222 $25.0M
ProShare Advisors LLC 0.07% Add +4.9% 119,994 $24.9M
Daiichi Life Insurance Co., Ltd. 0.60% Add +46.2% 118,599 $24.6M
IFM Investors Pty Ltd 0.25% Add +3.0% 118,196 $24.6M
Petrus Trust Company, LTA 2.26% Reduce -23.1% 116,762 $24.3M
Gillson Capital LP 2.33% Reduce -57.0% 116,500 $24.2M
Courant Investment Management LLC 22.65% Reduce -8.6% 116,170 $24.1M
Prospector Partners LLC 2.83% Add +0.9% 114,895 $23.9M
Zuckerman Investment Group, LLC 2.74% Reduce -0.2% 114,154 $23.7M
Fifth Third Bancorp 0.09% Add +1.7% 113,420 $23.6M
Valley Wealth Managers, Inc. 1.87% Reduce -9.8% 113,301 $23.5M
William Blair Investment Management, LLC 0.06% New 112,719 $23.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Add +60.1% 112,179 $23.3M
Czech National Bank 0.27% Add +8.4% 111,610 $23.2M
Dakota Wealth Management 0.55% Add +38.3% 111,175 $23.1M
LSV Asset Management 0.05% No change 110,900 $23.0M
Thrivent Financial for Lutherans 0.05% Add +328.1% 110,732 $23.0M
LFL Advisers, LLC 9.01% Reduce -0.7% 110,281 $22.9M
Cerity Partners LLC 0.06% Reduce -0.2% 106,474 $22.1M
Dudley & Shanley, Inc. 3.77% Reduce -18.9% 105,695 $22.0M
Hutchinson Capital Management 4.39% Reduce -27.0% 103,412 $21.5M
Cwm, LLC 0.10% Reduce -1.1% 100,880 $21.0M
Davidson Investment Advisors 1.07% Reduce -0.4% 100,154 $20.8M
Oppenheimer Asset Management Inc. 0.26% Add +18.6% 99,513 $20.7M
Public Sector Pension Investment Board 0.13% Add +7.9% 99,291 $20.6M
DNB Asset Management AS 0.10% Add +7.3% 98,942 $20.6M
Summit Global Investments 1.48% Add +126.2% 98,887 $20.5M
Arrowstreet Capital, Limited Partnership 0.02% New 98,102 $20.4M
Quadrature Capital Ltd 0.34% Add +80.2% 97,486 $20.2M
Guggenheim Capital LLC 0.14% Add +31.3% 97,185 $20.2M
Lafayette Investments, Inc. 4.56% Reduce -0.9% 96,470 $20.0M
Utah Retirement Systems 0.24% Reduce -4.9% 96,289 $20.0M
PB Investment Partners, L.P. 16.09% Add +66.1% 167,905 $19.8M
USS Investment Management Ltd 0.16% Add +2.1% 93,373 $19.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.18% Reduce -0.8% 91,991 $19.1M
Banco Santander, S.A. 0.24% Add +13.8% 91,431 $19.0M
M&G PLC 0.13% Add +5.3% 91,286 $19.0M
Clearstead Advisors, LLC 0.32% Add +10.0% 90,507 $18.8M
Weik Capital Management 8.03% Reduce -1.7% 90,410 $18.8M
Thompson Siegel & Walmsley LLC 0.30% Reduce -1.9% 89,681 $18.6M
New York Life Investment Management LLC 0.19% Add +1.1% 89,228 $18.5M
Ycg, LLC 1.51% Reduce -47.4% 89,079 $18.5M
Prudential PLC 0.13% Add +40.3% 88,743 $18.4M
NorthCoast Asset Management LLC 0.16% Add +1936.5% 88,731 $18.4M
Factory Mutual Insurance Co. 0.21% Reduce -1.7% 88,600 $18.4M
Capital Fund Management S.A. 0.21% Reduce -42.9% 88,416 $18.4M
Vestcor Inc 0.62% Add +3.4% 87,939 $18.3M
NFC Investments, LLC 5.23% Add +0.1% 87,698 $18.2M
Anchor Capital Advisors LLC 0.51% Reduce -13.3% 86,836 $18.0M
Commonwealth Equity Services, LLC 0.03% Reduce -5.1% 86,598 $18.0M
Orion Porfolio Solutions, LLC 0.19% Reduce -4.7% 86,031 $17.9M
Orion Portfolio Solutions, LLC 0.19% Reduce -4.7% 86,031 $17.9M
Trillium Asset Management, LLC 0.45% Reduce -1.2% 85,928 $17.8M
Engineers Gate Manager LP 0.40% Add +99.0% 85,535 $17.8M
JLB & Associates Inc. 2.37% Add +1.1% 84,599 $17.6M
Alaska Permanent Fund Corp 0.26% Add +13.1% 80,872 $17.3M
Northwest & Ethical Investments L.P. 0.49% Add +1.3% 81,788 $17.0M
Public Employees Retirement Association of Colorado 0.07% Reduce -2.8% 81,641 $17.0M
CIBC Asset Management Inc 0.06% Reduce -4.8% 81,561 $16.9M
Janney Montgomery Scott LLC 0.05% Add +12.6% 81,478 $16.9M
Lountzis Asset Management, LLC 7.83% Reduce -0.4% 80,705 $16.8M
Nepc LLC 0.55% No change 80,703 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 78,759 $16.4M
Yousif Capital Management, LLC 0.18% Reduce -1.9% 78,672 $16.3M
St. Clair Advisors, LLC 5.21% No change 78,670 $16.3M
Baillie Gifford & Co. 0.01% No change 77,056 $16.0M
Wealth Enhancement Advisory Services, LLC 0.04% Add +17.3% 76,709 $15.9M
Wealthfront Advisers LLC 0.05% Add +4.3% 75,248 $15.6M
Keybank National Association 0.06% Reduce -2.2% 75,018 $15.6M
Tran Capital Management, L.P. 1.80% Reduce -37.5% 74,786 $15.5M
Lighthouse Investment Partners, LLC 0.86% Reduce -24.4% 74,342 $15.4M
Marble Harbor Investment Counsel, LLC 1.81% Reduce -0.8% 73,930 $15.4M
Mutual of America Capital Management LLC 0.17% Reduce -3.8% 73,860 $15.3M
Atria Investments, Inc 0.20% Add +11.3% 73,610 $15.3M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -58.4% 71,433 $15.1M
First Trust Advisors LP 0.02% Reduce -15.3% 71,806 $14.9M
Ethic Inc. 0.35% Add +2.0% 71,599 $14.9M
Daiwa Securities Group Inc. 0.08% Add +14.9% 70,996 $14.7M
Nissay Asset Management Corp. /Japan 0.10% Add +2.5% 70,780 $14.7M
Martingale Asset Management L P 0.32% Add +112.7% 70,285 $14.6M
Cetera Investment Advisers 0.03% Add +1.8% 68,273 $14.2M
Squarepoint Ops LLC 0.05% Reduce -12.8% 67,996 $14.1M
Venturi Wealth Management, LLC 0.84% Reduce -0.8% 67,956 $14.1M
FineMark National Bank & Trust 0.52% Add +2.6% 67,630 $14.0M
M&T Bank Corp 0.05% Reduce -8.5% 67,596 $14.0M
EverSource Wealth Advisors, LLC 0.93% Reduce -3.3% 65,356 $14.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +12.4% 67,307 $14.0M
LGT Group Foundation 0.22% Add +22.8% 67,259 $14.0M
Mizuho Markets Americas LLC 0.38% New 65,911 $13.7M
Concentric Capital Strategies, LP 0.84% Add +252.7% 64,808 $13.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +5.9% 63,935 $13.3M
Cubist Systematic Strategies, LLC 0.23% Reduce -53.7% 63,923 $13.3M
State of Alaska, Department of Revenue 0.15% Reduce -16.8% 63,689 $13.2M
MAI Capital Management 0.13% Add +4.3% 62,403 $13.0M
Capital International, Inc. 0.17% Reduce -1.1% 62,250 $12.9M
Philadelphia Financial Management of San Francisco, LLC 3.00% Add +51.4% 62,049 $12.9M
Creative Planning 0.01% Reduce -38.1% 61,329 $12.7M
Osaic Holdings, Inc. 0.03% Reduce -0.6% 61,061 $12.7M
Trexquant Investment LP 0.19% Reduce -59.3% 61,028 $12.7M
Vanguard Personalized Indexing Management, LLC 0.24% Add +4.1% 60,786 $12.5M
Inspire Investing, LLC 1.44% Reduce -11.3% 60,229 $12.5M
HRT Financial LP 0.07% Add +39.1% 60,130 $12.5M
Stratos Wealth Partners, LTD. 0.20% Reduce -3.0% 60,123 $12.5M
GoodHaven Capital Management, LLC 4.66% Reduce -0.1% 59,970 $12.5M
GHP Investment Advisors, Inc. 0.61% Reduce -3.3% 58,691 $12.2M
Roundview Capital LLC 0.96% Add +1.5% 58,532 $12.2M
Bensler, LLC 1.62% Add +5.1% 57,965 $12.0M
O'shaughnessy Asset Management, LLC 0.12% Add +9.3% 57,875 $12.0M
Cullen/Frost Bankers, Inc. 0.17% Reduce -3.4% 57,844 $12.0M
Jump Financial, LLC 0.24% Add +72.0% 56,047 $11.6M
Sequoia Financial Advisors, LLC 0.14% Add +0.2% 55,755 $11.6M
Investment Management Corp of Ontario 0.31% Add +489.6% 55,609 $11.6M
Bragg Financial Advisors, Inc 0.50% Reduce -5.1% 54,349 $11.3M
Crossmark Global Holdings, Inc. 0.22% Add +78.1% 53,874 $11.2M
Impax Asset Management Group plc 0.04% Add +31.6% 52,424 $10.9M
Pacer Advisors, Inc. 0.03% Add +29.2% 51,907 $10.8M
Phoenix Financial Ltd. 0.16% Add +52.6% 51,519 $10.7M
Oregon Public Employees Retirement Fund 0.21% Add +0.5% 50,309 $10.4M
Schonfeld Strategic Advisors LLC 0.08% Reduce -41.3% 50,159 $10.4M
Unigestion Holding SA 0.57% Add +1533.3% 64,565 $10.3M
Elo Mutual Pension Insurance Co 0.24% Reduce -7.5% 49,422 $10.3M
Shelton Capital Management 0.28% Reduce -0.0% 48,564 $10.1M
Walleye Trading LLC 0.20% Reduce -28.3% 48,023 $10.0M
Gulf International Bank (UK) Ltd 0.25% Reduce -5.9% 47,763 $9.9M
Marcum Wealth, LLC 0.99% Add +0.5% 47,554 $9.9M
MML Investors Services, LLC 0.04% Reduce -3.2% 47,235 $9.8M
Forbes J M & Co. LLP 1.00% Add +0.5% 46,925 $9.7M
Maryland State Retirement & Pension System 0.17% Reduce -0.7% 45,566 $9.5M
Cresset Asset Management, LLC 0.04% Add +29.5% 45,306 $9.4M
Mizuho Securities USA LLC 0.21% New 45,155 $9.4M
Edgestream Partners, L.P. 0.45% Add +27.2% 44,936 $9.3M
Financial Counselors Inc. 0.15% Reduce -0.8% 44,826 $9.3M
Tower Research Capital LLC (TRC) 0.16% Add +99.8% 44,581 $9.3M
Kentucky Retirement Systems 0.27% Reduce -0.7% 44,136 $9.2M
Assetmark, Inc. 0.03% Add +18.4% 43,678 $9.1M
Tidal Investments LLC 0.12% Add +38.9% 43,527 $9.0M
Barometer Capital Management Inc. 3.43% Reduce -11.9% 42,788 $8.9M
Welch & Forbes LLC 0.12% Reduce -0.0% 42,247 $8.8M
ExodusPoint Capital Management, LP 0.10% New 42,476 $8.8M
MBB Public Markets I LLC 0.18% Add +2198.8% 41,701 $8.7M
Broadleaf Partners, LLC 2.06% Add +29.9% 41,016 $8.5M
Parallax Volatility Advisers, L.P. 0.25% Add +237.6% 40,949 $8.5M
Tobam 1.31% Reduce -72.2% 40,359 $8.4M
Reinhart Partners, Llc. 0.34% Reduce -9.8% 39,853 $8.3M
Empire Life Investments Inc. 0.52% Reduce -33.6% 39,724 $8.3M
Navellier & Associates Inc. 0.97% Add +5.1% 39,673 $8.2M
OMERS ADMINISTRATION Corp 0.08% New 39,630 $8.2M
Commerce Bank 0.05% Add +0.5% 39,537 $8.2M
Tredje AP-fonden 0.08% Add +14.5% 39,500 $8.2M
Agf Management Ltd. 0.05% Add +14.0% 39,477 $8.2M
B. Metzler seel. Sohn & Co. AG 0.08% Add +25.9% 38,837 $8.1M
Pinnbrook Capital Management LP 2.42% Reduce -40.7% 38,578 $8.0M
Mercer Global Advisors Inc. 0.02% Reduce -0.6% 38,553 $8.0M
Tectonic Advisors LLC 0.57% Add +2.9% 38,237 $7.9M
Eagle Global Advisors LLC 0.42% New 38,075 $7.9M
Wright Investors Service Inc. 2.08% Add +1.1% 37,970 $7.9M
Ieq Capital, LLC 0.11% Add +8.0% 37,838 $7.9M
Hartford Investment Management Co. 0.27% Reduce -0.9% 37,568 $7.8M
Ipswich Investment Management Co., Inc. 1.82% Reduce -1.4% 37,354 $7.8M
Quantbot Technologies LP 0.37% Add +32.1% 37,204 $7.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.5% 37,170 $7.7M
Ascent Group, LLC 0.62% Add +9.8% 36,937 $7.7M
Cornerstone Advisors, LLC 0.31% Reduce -4.7% 36,300 $7.5M
AMS Capital Ltda 1.57% Add +19.2% 36,068 $7.5M
Tudor Investment Corporation 0.08% Reduce -25.3% 35,708 $7.4M
Tortoise Investment Management, LLC 0.83% Add +0.2% 35,142 $7.3M
First National Bank of Mount Dora, Trust Investment Services 1.75% Reduce -11.0% 35,003 $7.3M
Hudson Bay Capital Management LP 0.06% New 35,000 $7.3M
QRG Capital Management, Inc. 0.09% Add +4.2% 34,662 $7.2M
Stephens Inc. 0.11% Add +64.9% 34,056 $7.1M
Securian Asset Management, Inc. 0.20% Reduce -2.3% 33,677 $7.0M
Louisiana State Employees Retirement System 0.13% Reduce -2.9% 33,100 $6.9M
Mediolanum International Funds Ltd 0.11% Reduce -34.8% 34,250 $6.8M
Arthur M. Cohen & Associates, LLC 1.23% Add +8.0% 32,253 $6.7M
Capital Planning Advisors, LLC 1.14% Add +4.5% 32,131 $6.7M
SVB Wealth LLC 0.16% Reduce -14.1% 31,898 $6.6M
Kingfisher Capital LLC 1.55% Reduce -0.9% 31,790 $6.6M
Baader Bank Aktiengesellschaft 0.52% Add +21.6% 31,728 $6.6M
Central Bank & Trust Co. 0.91% Reduce -3.0% 31,473 $6.5M
Raymond James Trust N.A. 0.15% Add +5.2% 31,256 $6.5M
Point72 Europe (London) LLP 0.55% New 31,200 $6.5M
Parsons Capital Management Inc. 0.44% Reduce -2.0% 31,116 $6.5M
Kinsale Capital Group, Inc. 2.23% Add +20.9% 30,996 $6.4M
LBP Am SA 0.26% Reduce -26.2% 30,786 $6.4M
PEAK6 Investments LLC 0.30% Add +25.4% 30,673 $6.4M
Financial Strategies Group, Inc. 1.59% Add +12.3% 30,238 $6.3M
NewEdge Advisors, LLC 0.05% Add +20.6% 30,429 $6.3M
Beacon Harbor Wealth Advisors, Inc. 1.64% Reduce -0.9% 30,389 $6.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -4.7% 30,218 $6.3M
Walleye Capital LLC 0.07% Reduce -43.4% 29,949 $6.2M
Captrust Financial Advisors 0.02% Reduce -8.1% 29,942 $6.2M
Salvus Wealth Management, LLC 4.26% Reduce -2.6% 29,890 $6.2M
Entropy Technologies, LP 0.67% Reduce -17.6% 29,872 $6.2M
Johnson Financial Group, Inc. 0.30% Add +185.9% 29,695 $6.2M
New Mexico Educational Retirement Board 0.21% No change 29,475 $6.1M
Graham Capital Management, L.P. 0.38% Add +32.0% 29,346 $6.1M
Janiczek Wealth Management, LLC 1.27% Add +0.5% 29,260 $6.1M
Cambridge Financial Group, Inc. 2.73% New 29,200 $6.1M
Annandale Capital, LLC 1.26% Reduce -0.2% 29,125 $6.0M
Avantax Advisory Services, Inc. 0.04% Add +121.3% 28,965 $6.0M
Metis Global Partners, LLC 0.21% Add +0.2% 28,796 $6.0M
Pitcairn Co. 0.36% Add +10.8% 28,754 $6.0M
Advance Capital Management, Inc. 0.28% Add +0.3% 28,728 $6.0M
Ghe, LLC 2.38% Reduce -0.2% 28,524 $5.9M
Sycomore Asset Management 1.03% Add +9.5% 28,128 $5.9M
UniSuper Management Pty Ltd 0.05% Add +120.0% 27,822 $5.8M
Alamar Capital Management, LLC 3.45% — 27,423 $5.7M
Diamant Asset Management, Inc. 3.77% Reduce -0.3% 27,105 $5.6M
Meiji Yasuda Life Insurance Co 0.11% Add +16.7% 26,944 $5.6M
Benjamin F. Edwards & Company, Inc. 0.10% Add +4.1% 26,369 $5.5M
Aquatic Capital Management LLC 0.20% Reduce -29.5% 26,300 $5.5M
Huntington National Bank 0.06% Add +1.1% 26,073 $5.4M
Cinctive Capital Management LP 0.29% Reduce -22.1% 25,940 $5.4M
Bokf, NA 0.10% Add +46.5% 25,746 $5.3M
New Vernon Investment Management LLC 6.93% Reduce -42.1% 25,697 $5.3M
Central Pacific Bank - Trust Division 0.66% Reduce -12.5% 25,579 $5.3M
Resonant Capital Advisors, LLC 0.43% Add +2.2% 25,472 $5.3M
Gsa Capital Partners LLP 0.37% Add +3.1% 25,383 $5.3M
Rakuten Investment Management, Inc. 0.03% Add +58.5% 24,938 $5.3M
Illinois Municipal Retirement Fund 0.08% Reduce -55.3% 25,074 $5.2M
Geneos Wealth Management Inc. 0.23% Add +1.2% 25,046 $5.2M
First Trust Investment Solutions L.P. 0.73% Reduce -5.1% 24,824 $5.2M
Independent Advisor Alliance 0.18% Add +483.0% 24,799 $5.2M
Plato Investment Management Ltd 0.46% Add +13.7% 23,908 $5.0M
Siemens Fonds Invest GmbH 0.37% Add +0.2% 23,765 $4.9M
Moran Wealth Management, LLC 0.16% Reduce -1.0% 23,563 $4.9M
Quantinno Capital Management LP 0.09% Add +35.9% 23,330 $4.8M
First Trust Direct Indexing L.P. 0.30% Add +14.1% 23,143 $4.8M
Choreo, LLC 0.08% Add +167.0% 22,859 $4.8M
Elevation Point Wealth Partners, LLC 0.38% Reduce -7.0% 22,980 $4.8M
Empowered Funds, LLC 0.08% Add +33.4% 22,817 $4.7M
Vision Capital Management, Inc. 0.69% Add +39.7% 22,474 $4.7M
Carret Asset Management, LLC 0.54% Reduce -0.4% 22,400 $4.7M
Conning Inc. 0.17% Add +433.3% 22,346 $4.6M
Tweedy, Browne Co LLC 0.21% Reduce -7.9% 22,330 $4.6M
Mgo One Seven LLC 0.22% Add +4.7% 22,127 $4.6M
NewEdge Wealth, LLC 0.10% Reduce -1.2% 21,972 $4.6M
Strata Wealth Advisors, LLC 1.57% Reduce -0.5% 21,939 $4.6M
Atria Wealth Solutions, Inc. 0.05% Reduce -0.1% 21,745 $4.5M
Ellsworth Advisors, LLC 1.26% New 21,742 $4.5M
Nomura Holdings Inc. 0.03% Add +206.6% 21,711 $4.5M
NEOS Investment Management LLC 0.19% Add +47.4% 21,690 $4.5M
Achmea Investment Management B.V. 0.08% Reduce -2.9% 21,594 $4.5M
Lecap Asset Management Ltd. 0.96% Add +69.0% 21,486 $4.5M
Patton Fund Management, Inc. 0.94% Reduce -16.7% 21,391 $4.4M
Covey Capital Advisors, LLC 5.11% Add +7.5% 21,325 $4.4M
Power Wealth Management LLC 2.11% New 21,233 $4.4M
Waldron Private Wealth LLC 0.20% Reduce -0.1% 21,092 $4.4M
Palestra Capital Management LLC 0.17% Reduce -94.6% 21,058 $4.4M
Integrated Wealth Concepts LLC 0.06% Add +26.4% 21,022 $4.4M
Banque Cantonale Vaudoise 0.17% Reduce -0.4% 20,970 $4.4M
Epoch Investment Partners, Inc. 0.02% Add +21.2% 20,941 $4.3M
Praxis Investment Management Inc. 0.30% No change 20,850 $4.3M
Norinchukin Bank, The 0.12% Add +1.7% 20,754 $4.3M
Kintegral Advisory, LLC 0.41% Add +86.0% 20,579 $4.3M
Johnson Investment Counsel Inc. 0.04% Add +9.3% 20,535 $4.3M
Eagle Asset Management Inc. 0.02% Add +71.0% 20,278 $4.2M
Vinva Investment Management Ltd 0.21% Add +2.4% 20,049 $4.2M
OneDigital Investment Advisors LLC 0.05% Add +133.9% 20,116 $4.2M
GAM Holding AG 0.32% Reduce -15.2% 20,074 $4.2M
OV Management LLC 2.90% No change 20,000 $4.2M
Empirical Finance, LLC 0.26% Reduce -6.1% 19,666 $4.1M
Shepherd Financial Partners LLC 0.53% Add +0.6% 19,630 $4.1M
Knights of Columbus Asset Advisors LLC 0.26% Add +28.4% 19,377 $4.0M
CIBC Private Wealth Group LLC 0.01% Add +3.2% 19,103 $4.0M
Wambolt & Associates, LLC 1.17% Add +11.0% 19,119 $4.0M
Manning & Napier Advisors LLC 0.05% — 19,224 $4.0M
Ancora Advisors LLC 0.10% Reduce -1.3% 19,171 $4.0M
Sugarloaf Wealth Management, LLC 0.71% Reduce -0.3% 19,093 $4.0M
NorthRock Partners, LLC 0.15% Add +2.2% 18,984 $3.9M
Laird Norton Wetherby Wealth Management, LLC 0.19% Reduce -4.2% 18,982 $3.9M
Beck Mack & Oliver LLC 0.08% Reduce -4.4% 18,960 $3.9M
Park Avenue Securities LLC 0.05% Add +7.6% 18,939 $3.9M
Zevenbergen Capital Investments LLC 0.08% Reduce -2.1% 18,905 $3.9M
Kentucky Retirement Systems Insurance Trust Fund 0.27% Reduce -2.2% 18,891 $3.9M
Northwestern Mutual Investment Management Company, LLC 0.10% Add +0.4% 18,640 $3.9M
Regent Peak Wealth Advisors LLC 0.88% Add +0.2% 18,507 $3.8M
First Hawaiian Bank 0.13% Reduce -7.4% 18,437 $3.8M
South Dakota Investment Council 0.08% Reduce -0.1% 18,328 $3.8M
Eukles Asset Management 1.61% Add +0.9% 17,911 $3.7M
Evercore Wealth Management, LLC 0.06% Reduce -0.2% 17,840 $3.7M
Advisory Services Network, LLC 0.08% Reduce -0.2% 17,838 $3.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -43.3% 17,741 $3.7M
Aviance Capital Partners, LLC 0.52% Add +0.5% 17,623 $3.7M
HB Wealth Management, LLC 0.04% Add +70.5% 17,495 $3.6M
Sepio Capital, LP 0.33% Reduce -11.9% 17,484 $3.6M
Capital Insight Partners, LLC 0.68% Reduce -6.3% 17,395 $3.6M
Cibc World Market Inc. 0.01% Add +6.5% 17,347 $3.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.49% No change 17,300 $3.6M
D.A. Davidson & Co. 0.03% Reduce -3.8% 17,209 $3.6M
St. Louis Trust Co 0.55% Reduce -3.4% 17,198 $3.6M
J. Safra Sarasin Holding AG 0.07% — 17,145 $3.6M
Vestmark Advisory Solutions, Inc. 0.15% Add +1.2% 17,035 $3.5M
Railway Pension Investments Ltd 0.04% New 17,000 $3.5M
Annis Gardner Whiting Capital Advisors, LLC 1.00% Add +1.3% 16,924 $3.5M
Ashton Thomas Private Wealth, LLC 0.19% Reduce -6.7% 16,808 $3.5M
Hancock Whitney Corp. 0.12% Add +21091.1% 16,741 $3.5M
XTX Topco Ltd 0.30% New 16,739 $3.5M
MPS Loria Financial Planners, LLC 1.12% No change 16,677 $3.5M
United Services Automobile Association 0.09% Reduce -4.5% 16,674 $3.5M
Assenagon Asset Management S.A. 0.01% Reduce -8.4% 16,582 $3.4M
Aubrey Capital Management Ltd 1.37% No change 19,000 $3.4M
Van Eck Associates Corp. 0.00% Add +5.3% 16,533 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.16% Add +5.2% 16,482 $3.4M
Greenfield Savings Bank 1.76% Reduce -0.1% 16,476 $3.4M
United Capital Financial Advisors, LLC 0.03% Add +30.7% 16,408 $3.4M
Paragon Advisors, LLC 1.23% Add +83.6% 16,214 $3.4M
Verition Fund Management LLC 0.03% Add +1.6% 16,130 $3.4M
Lombard Odier Asset Management (Switzerland) SA 0.34% Reduce -10.1% 16,093 $3.3M
Ossiam 0.06% Add +3.9% 15,966 $3.3M
Vident Advisory, LLC 0.09% Add +52.0% 15,892 $3.3M
Pinnacle Associates Ltd. 0.05% Add +0.2% 15,848 $3.3M
Principal Securities, Inc. 0.09% Reduce -9.3% 15,805 $3.3M
Axq Capital, LP 0.76% Add +524.7% 15,618 $3.2M
Florida Trust Wealth Management Co 0.11% Add +76.9% 15,565 $3.2M
Cavalier Investments, LLC 0.99% Add +54.1% 15,535 $3.2M
Qsemble Capital Management, LP 0.60% Add +443.7% 15,310 $3.2M
Wesbanco Bank Inc. 0.12% Reduce -2.5% 15,268 $3.2M
Meiji Yasuda Asset Management Co Ltd. 0.13% Add +9.7% 15,063 $3.1M
Landscape Capital Management, L.L.C. 0.26% New 15,054 $3.1M
Buckingham Strategic Wealth, LLC 0.03% Add +1.3% 15,034 $3.1M
Donaldson Capital Management, LLC 0.13% Add +8.4% 15,014 $3.1M
Community Financial Services Group, LLC 0.67% Add +4.2% 15,009 $3.1M
Boston Partners 0.00% Reduce -28.8% 15,008 $3.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.25% Add +1164.6% 14,985 $3.1M
Atom Investors LP 0.31% Add +54.3% 14,953 $3.1M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -1.5% 14,886 $3.1M
Bailard, Inc. 0.08% Reduce -8.7% 14,829 $3.1M
iA Global Asset Management Inc. 0.06% Add +101.9% 14,788 $3.1M
Jefferies Financial Group Inc. 0.06% New 14,760 $3.1M
Harbor Capital Advisors, Inc. 0.23% Add +7.3% 14,704 $3.1M
Beverly Hills Private Wealth, LLC 0.67% Add +0.0% 14,677 $3.0M
Q3 Asset Management 0.69% New 14,585 $3.0M
Alberta Investment Management Corp 0.03% Add +14.5% 14,200 $2.9M
Sabal Trust CO 0.18% Reduce -14.5% 14,163 $2.9M
Coyle Financial Counsel LLC 1.05% No change 14,192 $2.9M
3Chopt Investment Partners, LLC 0.89% Add +1.2% 14,084 $2.9M
NorthCrest Asset Manangement, LLC 0.10% Reduce -1.7% 14,019 $2.9M
ShankerValleau Wealth Advisors, Inc. 1.24% No change 14,000 $2.9M
Diversified Trust Co. 0.08% Add +73.6% 13,968 $2.9M
Hardy Reed LLC 0.29% Add +61.0% 13,862 $2.9M
Wealthcare Advisory Partners LLC 0.09% Reduce -0.9% 13,843 $2.9M
Hamilton Capital Partners Inc. 0.31% Add +5.5% 13,798 $2.9M
Harvest Fund Management Co., Ltd 0.21% Add +56.3% 13,767 $2.9M
Brevan Howard Capital Management LP 0.19% Add +5.5% 13,771 $2.9M
Simplicity Wealth,LLC 0.06% Add +2.8% 13,699 $2.8M
Next Century Growth Investors LLC 0.24% Reduce -0.3% 13,672 $2.8M
Caprock Group, LLC 0.11% Add +74.7% 13,552 $2.8M
Maren Capital LLC 0.27% No change 13,550 $2.8M
Ostrum Asset Management 0.25% Reduce -13.8% 13,550 $2.8M
Continuum Advisory, LLC 0.41% Add +475.8% 13,531 $2.8M
Monument Capital Management 0.82% Add +1.3% 13,469 $2.8M
Magnetar Financial LLC 0.07% Add +10.7% 13,300 $2.8M
Gotham Asset Management 0.04% Add +53.2% 13,274 $2.8M
Eagle Rock Investment Company, LLC 0.49% Reduce -43.7% 13,147 $2.7M
Mission Wealth Management, LP 0.07% Reduce -2.1% 13,106 $2.7M
First Bank & Trust 0.55% Add +3.0% 13,105 $2.7M
Highview Capital Management LLC 1.13% Add +7.2% 13,035 $2.7M
Lazard Asset Management LLC 0.00% Add +29.5% 12,974 $2.7M
Citizens Financial Group Inc. 0.06% Add +51.1% 12,960 $2.7M
Second Line Capital, LLC 0.80% Add +3.4% 12,631 $2.6M
Lindenwold Advisors, INC 1.40% Reduce -1.1% 12,622 $2.6M
Signaturefd, LLC 0.05% Add +1.8% 12,516 $2.6M
Steward Partners Investment Advisory, LLC 0.03% Add +13.2% 12,502 $2.6M
Jacobs Asset Management, LLC 1.65% Reduce -41.2% 12,500 $2.6M
Accretive Wealth Partners, LLC 1.09% Reduce -0.6% 12,496 $2.6M
LGT Fund Management Co Ltd. 0.32% Add +226.1% 12,445 $2.6M
Chesley Taft & Associates LLC 0.13% Reduce -31.5% 12,390 $2.6M
Beacon Pointe Advisors, LLC 0.03% Reduce -8.4% 12,371 $2.6M
Lantz Financial LLC 0.80% Reduce -0.6% 12,346 $2.6M
Snowden Capital Advisors LLC 0.08% Add +8.3% 12,294 $2.6M
Tremblant Capital Group 0.29% Add +42.9% 12,279 $2.6M
Wbi Investments, LLC 0.62% New 12,242 $2.5M
Bleakley Financial Group, LLC 0.07% Add +1.3% 12,143 $2.5M
Danica Pension, Livsforsikringsaktieselskab 0.05% Add +541.0% 12,114 $2.5M
Liberty Capital Management, Inc. 0.59% No change 12,071 $2.5M
Greenleaf Trust 0.02% Add +1.0% 12,038 $2.5M
Legacy Wealth Asset Management, LLC 0.70% Reduce -2.7% 12,006 $2.5M
Cohen Klingenstein LLC 0.09% No change 12,000 $2.5M
Left Brain Wealth Management, LLC 1.16% Add +4.3% 11,921 $2.5M
Apollon Wealth Management, LLC 0.08% Add +6.6% 11,921 $2.5M
Advisors Asset Management, Inc. 0.05% Add +54.0% 11,742 $2.4M
Barbara Oil Co. 1.05% No change 11,600 $2.4M
Baron Capital (BAMCO) 0.01% Reduce -6.5% 11,600 $2.4M
TCW Group Inc. 0.02% Add +2.8% 11,495 $2.4M
Sciencast Management LP 0.82% Add +51.3% 11,404 $2.4M
Kestra Private Wealth Services, LLC 0.05% Add +56.1% 11,346 $2.4M
Silvant Capital Management LLC 0.10% No change 11,299 $2.3M
Optas, LLC 0.60% Add +1.3% 11,254 $2.3M
Guardian Wealth Advisors, LLC / NC 0.27% Add +0.2% 11,054 $2.3M
Banque Pictet & Cie SA 0.02% No change 11,050 $2.3M
Ballentine Partners, LLC 0.04% Add +5.1% 11,036 $2.3M
FJ Capital Management LLC 0.24% Reduce -14.0% 11,026 $2.3M
Seven Eight Capital, LP 0.24% Add +299.0% 10,965 $2.3M
HighPoint Advisor Group LLC 0.14% Add +80.6% 10,487 $2.3M
Bessemer Group Inc. 0.00% Reduce -27.3% 10,867 $2.3M
SYSTM Wealth Solutions LLC 0.50% Reduce -61.7% 10,803 $2.2M
Private Advisor Group, LLC 0.01% Add +1.6% 10,782 $2.2M
Private Trust Co. NA 0.24% Reduce -12.5% 10,640 $2.2M
Oppenheimer & Co. Inc. 0.04% Add +60.0% 10,618 $2.2M
Joseph Group Capital Management 1.14% Add +8.6% 10,601 $2.2M
Natixis 0.01% Reduce -97.7% 10,601 $2.2M
Mesirow Financial Investment Management, Inc. 0.05% Add +29.2% 10,559 $2.2M
OPTIMAS CAPITAL Ltd 2.50% Reduce -30.1% 11,600 $2.2M
Sigma Investment Counselors Inc. 0.14% Reduce -4.0% 10,550 $2.2M
Baker Avenue Asset Management, LP 0.07% Add +7.1% 10,537 $2.2M
ClariVest Asset Management LLC 0.22% Add +43716.7% 10,516 $2.2M
Syon Capital LLC 0.20% Add +0.5% 10,514 $2.2M
Mather Group, Llc. 0.03% Add +130.5% 10,486 $2.2M
Carroll Investors, Inc 1.52% Add +13.2% 10,374 $2.2M
SpiderRock Advisors, LLC 0.06% Reduce -2.1% 10,382 $2.2M
TD Private Client Wealth LLC 0.07% Add +0.1% 10,345 $2.1M
CENTRAL TRUST Co 0.05% Add +5.5% 10,282 $2.1M
Quantitative Investment Management, LLC 0.23% New 10,243 $2.1M
CHICAGO TRUST Co NA 0.43% Reduce -3.3% 10,100 $2.1M
Waterloo Capital, L.P. 0.25% Reduce -5.1% 10,088 $2.1M
Meeder Advisory Services, Inc. 0.15% Add +43.0% 10,004 $2.1M
Sound View Wealth Advisors Group, LLC 0.21% Add +0.6% 9,970 $2.1M
Bank of Stockton 0.66% Reduce -2.9% 9,964 $2.1M
Kestra Advisory Services, LLC 0.01% Add +17.6% 11,140 $2.1M
Coldstream Capital Management Inc. 0.05% Add +3.8% 9,957 $2.1M
V-Square Quantitative Management LLC 0.33% Reduce -14.8% 9,891 $2.1M
DoubleLine ETF Adviser LP 0.53% Reduce -3.8% 9,774 $2.0M
Cullen Investment Group, LTD. 0.32% Reduce -0.1% 9,659 $2.0M
Horizon Investments, LLC 0.06% Add +0.6% 9,640 $2.0M
GTS Securities LLC 0.04% Add +618.1% 9,615 $2.0M
Canandaigua National Bank & Trust Co. 0.22% Reduce -8.2% 9,579 $2.0M
Savant Capital, LLC 0.02% Add +16.9% 9,490 $2.0M
Glenview Trust Co 0.04% Reduce -16.3% 9,461 $2.0M
Summit Trail Advisors, LLC 0.05% Add +25.5% 9,441 $2.0M
Cunning Capital Partners, LP 1.09% No change 9,365 $1.9M
Fisher Asset Management 0.00% Add +7.3% 9,233 $1.9M
Nvest Financial, LLC 1.18% Reduce -7.1% 9,210 $1.9M
CW Advisors, LLC 0.03% Add +771.2% 9,174 $1.9M
Moneta Group Investment Advisors LLC 0.03% Add +7.9% 9,162 $1.9M
Councilmark Asset Management, LLC 1.34% No change 9,137 $1.9M
Machina Capital S.A.S. 0.85% Reduce -14.3% 9,106 $1.9M
Stratos Wealth Advisors, LLC 0.09% Add +7.2% 9,073 $1.9M
AE Wealth Management LLC 0.02% Add +118.4% 9,022 $1.9M
Jones Financial Companies LLLP 0.00% Add +655.5% 8,938 $1.9M
Abn Amro Investment Solutions 0.03% Add +144.7% 8,935 $1.9M
Parallel Advisors, LLC 0.05% Add +8.3% 8,852 $1.8M
Profund Advisors LLC 0.07% Reduce -2.1% 8,808 $1.8M
Lido Advisors, LLC 0.01% Add +13.1% 8,680 $1.8M
Scotia Capital Inc. 0.01% Add +8.7% 8,644 $1.8M
Lineweaver Wealth Advisors, LLC 0.37% Add +0.3% 8,639 $1.8M
Benjamin Edwards Inc. 0.34% Reduce -0.7% 8,556 $1.8M
SageView Advisory Group, LLC 0.11% New 8,544 $1.8M
Wealthspire Advisors, LLC 0.02% Reduce -8.4% 8,489 $1.8M
Ted Buchan & Co 0.93% Add +12.5% 8,389 $1.7M
TCTC Holdings, LLC 0.06% No change 8,381 $1.7M
Symmetry Partners, LLC 0.09% No change 8,336 $1.7M
Moloney Securities Asset Management, LLC 0.25% Add +2.9% 8,320 $1.7M
Two Sigma Securities, LLC 0.08% Reduce -42.2% 8,285 $1.7M
Highland Capital Management, LLC 0.10% New 8,259 $1.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +135.7% 8,201 $1.7M
WealthBridge Capital Management, LLC 0.56% Reduce -0.3% 8,087 $1.7M
Yarbrough Capital, LLC 0.07% No change 8,021 $1.7M
LMCG Investments, LLC 0.10% No change 8,000 $1.7M
Stevens Capital Management LP 0.56% Reduce -16.8% 7,994 $1.7M
Campbell & CO Investment Adviser LLC 0.14% New 7,887 $1.6M
SkyView Investment Advisors, LLC 0.29% Add +11.1% 7,883 $1.6M
Sand Hill Global Advisors, LLC 0.07% No change 7,837 $1.6M
ForthRight Wealth Management, LLC 0.58% No change 7,824 $1.6M
Thoroughbred Financial Services, LLC 0.11% Add +206.8% 7,778 $1.6M
Coastline Trust Co 0.18% Reduce -0.7% 7,605 $1.6M
AlphaQuest LLC 0.21% Add +33.6% 7,589 $1.6M
Frank, Rimerman Advisors LLC 0.11% Add +44270.6% 7,543 $1.6M
Winslow Asset Management Inc. 0.31% Reduce -8.8% 7,532 $1.6M
GeoWealth Management, LLC 0.07% Reduce -33.9% 7,526 $1.6M
Encompass Wealth Advisors, LLC 0.42% No change 7,500 $1.6M
Aigen Investment Management, LP 0.30% Add +7.2% 7,477 $1.6M
Signature Estate & Investment Advisors LLC 0.04% New 7,454 $1.5M
Merit Financial Group, LLC 0.03% Add +9.8% 7,357 $1.5M
Harfst & Associates, Inc. 0.35% Reduce -2.5% 7,301 $1.5M
Allworth Financial LP 0.01% Reduce -12.0% 6,832 $1.5M
Pacific Sage Partners, LLC 0.37% Add +0.1% 7,206 $1.5M
Donoghue Forlines LLC 0.42% New 7,166 $1.5M
Geller Advisors LLC 0.11% Add +19.4% 7,122 $1.5M
Dorsey Wright & Associates 0.38% New 7,060 $1.5M
Wedmont Private Capital 0.09% Add +18.4% 6,848 $1.5M
Quadrant Capital Group LLC 0.11% Add +9.2% 7,006 $1.5M
Harvey Investment Co. LLC 0.17% Reduce -0.7% 7,000 $1.5M
First Western Trust Bank 0.07% Reduce -7.3% 6,948 $1.4M
Venture Visionary Partners LLC 0.07% Add +7.9% 6,944 $1.4M
Ritholtz Wealth Management 0.05% Add +1.4% 6,895 $1.4M
Connecticut Wealth Management, LLC 0.07% Reduce -0.8% 6,826 $1.4M
McKinley Carter Wealth Services, Inc. 0.09% Add +0.9% 6,813 $1.4M
Nebula Research & Development LLC 0.23% Add +99.8% 6,797 $1.4M
Riverwater Partners LLC 1.04% Add +5.6% 6,775 $1.4M
Cadence Bank 0.11% Add +0.1% 6,775 $1.4M
Insigneo Advisory Services, LLC 0.16% Add +22.5% 6,636 $1.4M
Farmers Trust Co. 0.28% Reduce -2.5% 6,734 $1.4M
Berkshire Asset Management LLC 0.07% Reduce -7.7% 6,727 $1.4M
Ironwood Investment Management LLC 0.75% No change 6,724 $1.4M
Fifth Third Wealth Advisors LLC 0.11% Add +329.0% 6,710 $1.4M
Trust Asset Management LLC 0.12% No change 6,672 $1.4M
Lake Street Advisors Group, LLC 0.07% Reduce -5.0% 6,654 $1.4M
Realta Investment Advisors 0.27% Add +14.8% 6,580 $1.4M
Checchi Capital Advisers, LLC 0.11% Add +0.7% 6,568 $1.4M
AXS Investments LLC 0.38% New 6,556 $1.4M
Advisor OS, LLC 0.15% Add +21.6% 6,541 $1.4M
Dearborn Partners LLC 0.06% Reduce -8.7% 6,514 $1.4M
Arlington Trust Co LLC 0.32% No change 6,491 $1.3M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -19.9% 6,383 $1.3M
Centaurus Financial, Inc. 0.09% Add +0.3% 6,362 $1.3M
Burney Co./ 0.05% Reduce -2.3% 6,336 $1.3M
Qtron Investments LLC 0.19% Add +22.6% 6,335 $1.3M
Rinkey Investments 0.47% No change 6,330 $1.3M
Smith Group Asset Management, LLC 0.12% Add +13.3% 6,328 $1.3M
Smith Salley Wealth Management 0.09% Add +90.0% 6,274 $1.3M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.6% 6,199 $1.3M
Farther Finance Advisors, LLC 0.06% Add +306.0% 6,123 $1.3M
Cigna Investments Inc. 0.24% Reduce -1.0% 6,139 $1.3M
Aaron Wealth Advisors LLC 0.18% Add +10.4% 6,135 $1.3M
Blueshift Asset Management, LLC 0.43% Reduce -31.1% 6,130 $1.3M
Axxcess Wealth Management, LLC 0.03% Add +376.0% 6,060 $1.3M
Nilsine Partners, LLC 0.17% Reduce -1.4% 6,027 $1.3M
Bridgeway Capital Management, LLC 0.03% Reduce -48.2% 6,020 $1.3M
Procyon Advisors, LLC 0.09% Reduce -5.0% 5,972 $1.2M
Tiaa Trust, National Association 0.00% Add +3.6% 5,937 $1.2M
Aviso Financial Inc. 0.07% — 5,926 $1.2M
Ameritas Advisory Services, LLC 0.05% Add +74.9% 5,906 $1.2M
Summit Asset Management, LLC 0.14% No change 5,895 $1.2M
TAGStone Capital, Inc. 0.69% Add +0.1% 5,867 $1.2M
Fulton Bank, N.A. 0.05% Add +5.6% 5,829 $1.2M
Exchange Traded Concepts, LLC 0.03% Reduce -1.6% 5,813 $1.2M
Azimuth Capital Investment Management LLC 0.05% Reduce -18.9% 5,800 $1.2M
Prospera Financial Services Inc 0.03% Reduce -2.9% 5,751 $1.2M
Sigma Planning Corp 0.04% Reduce -9.3% 5,749 $1.2M
Asset Dedication, LLC 0.08% Add +0.1% 5,739 $1.2M
Kingswood Wealth Advisors, LLC 0.11% Add +5.6% 5,739 $1.2M
TD Waterhouse Canada Inc. 0.01% Reduce -0.1% 5,673 $1.2M
GAMMA Investing LLC 0.16% Add +27.7% 5,725 $1.2M
Great Lakes Advisors, LLC 0.01% Add +2.1% 5,661 $1.2M
Haverford Trust Co 0.01% Add +0.9% 5,639 $1.2M
Western Wealth Management, LLC 0.09% Add +4.2% 5,626 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -0.4% 5,599 $1.2M
Orleans Capital Management Corp. 0.73% Add +205.3% 5,562 $1.2M
PCJ Investment Counsel Ltd. 0.48% Reduce -2.3% 5,530 $1.1M
MBM Wealth Consultants, LLC 0.39% Reduce -1.5% 5,483 $1.1M
Buckley Wealth Management, LLC 0.36% New 5,515 $1.1M
Freemont Management S.A. 0.66% New 5,500 $1.1M
Prime Capital Investment Advisors, LLC 0.02% Reduce -8.4% 5,484 $1.1M
Independent Financial Group, LLC 0.05% Add +169.8% 5,453 $1.1M
Armor Investment Advisors, LLC 0.52% No change 5,441 $1.1M
Wolverine Trading, LLC 0.02% Add +262.4% 5,375 $1.1M
Advisors Capital Management, LLC 0.02% Add +11.3% 5,369 $1.1M
Westpac Banking Corp. 0.09% No change 5,328 $1.1M
Lindbrook Capital, LLC 0.10% Reduce -11.0% 5,304 $1.1M
USA Financial Formulas 0.18% Add +8.5% 5,254 $1.1M
Horizon Investment Services, LLC 0.51% Reduce -0.4% 5,220 $1.1M
Crawford Investment Counsel Inc. 0.02% Reduce -0.6% 5,180 $1.1M
Marino, Stram & Associates LLC 0.26% Reduce -0.7% 5,071 $1.1M
Congress Asset Management Co. 0.01% Reduce -7.2% 5,070 $1.1M
Pinnacle Financial Partners Inc 0.02% Reduce -2.3% 5,048 $1.0M
Proathlete Wealth Management LLC 0.49% Reduce -0.1% 5,009 $1.0M
&partners 0.05% Add +151.4% 5,006 $1.0M
Gifford Fong Associates 0.28% No change 5,000 $1.0M
Glaxis Capital Management, LLC 1.80% No change 5,000 $1.0M
Herr Investment Group LLC 0.31% No change 5,000 $1.0M
Parkside Financial Bank & Trust 0.16% No change 4,989 $1.0M
Evergreen Capital Management LLC 0.04% Add +8.4% 4,988 $1.0M
Concurrent Investment Advisors, LLC 0.03% Reduce -27.2% 4,963 $1.0M
Forum Financial Management, LP 0.02% Reduce -8.1% 4,961 $1.0M
Compass Ion Advisors, LLC 0.15% No change 4,980 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.15% Reduce -1.6% 4,924 $1.0M
CX Institutional 0.05% Reduce -0.6% 4,921 $1.0M
United Advisor Group, LLC 0.32% Add +36.1% 4,919 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -4.3% 4,908 $1.0M
WP Advisors, LLC 0.33% Reduce -2.2% 4,904 $1.0M
Dorsey & Whitney Trust CO LLC 0.07% Add +4.0% 4,825 $1.0M
Northern Financial Advisors Inc 0.80% Add +0.4% 4,821 $1.0M
Renaissance Investment Group LLC 0.22% No change 4,754 $996K
Foster & Motley Inc. 0.07% Reduce -11.6% 4,783 $993K
Knollwood Investment Advisory, LLC 0.11% Add +34.9% 4,770 $991K
Catalyst Financial Partners LLC 0.22% Reduce -1.3% 4,754 $987K
Sumitomo Life Insurance Co. 0.02% New 4,724 $981K
Mezzasalma Advisors, LLC 0.42% Add +258.8% 4,722 $981K
Strategic Wealth Partners, Ltd. 0.10% Add +2.3% 4,692 $975K
Fiduciary Trust Co 0.01% Reduce -0.1% 4,681 $972K
Acima Private Wealth, LLC 0.36% No change 4,680 $972K
CNB Bank 0.47% Reduce -4.3% 4,668 $970K
Heartland Bank & Trust Co 0.55% Add +0.9% 4,665 $969K
Geneva Partners, LLC 0.40% Reduce -4.0% 4,651 $966K
IFP Advisors, Inc 0.04% Reduce -6.0% 4,636 $963K
Bradley Foster & Sargent Inc. 0.02% Add +32.7% 4,629 $961K
Compound Planning, Inc. 0.07% Add +64.6% 4,610 $957K
Legacy Financial Advisors, Inc. 0.17% Reduce -0.2% 4,567 $949K
Fidelis Capital Partners, LLC 0.13% Reduce -12.7% 4,313 $931K
WealthTrust Asset Management, LLC 0.67% New 4,445 $923K
Centiva Capital, LP 0.04% Reduce -37.6% 4,424 $919K
BTC Capital Management, Inc. 0.08% Add +23.2% 4,402 $914K
Nicolet Advisory Services, LLC 0.09% Add +4.4% 4,308 $905K
Inlet Private Wealth, LLC 0.25% No change 4,343 $902K
Intrust Bank NA 0.10% Reduce -1.0% 4,319 $897K
American Trust 0.07% Reduce -17.8% 4,304 $894K
HBK Sorce Advisory LLC 0.03% Add +2.5% 4,300 $893K
Viawealth, LLC 0.55% Reduce -3.4% 4,296 $892K
Clarius Group, LLC 0.06% Reduce -4.7% 4,263 $885K
Whittier Trust Co. 0.01% Add +9.6% 4,262 $885K
DAVENPORT & Co LLC 0.01% Add +13.4% 4,210 $875K
Graypoint LLC 0.06% Add +1.2% 4,202 $873K
Kenora Financial, LLC 0.36% Add +3.1% 4,185 $869K
Wedbush Securities Inc. 0.03% Reduce -1.4% 4,180 $868K
Penserra Capital Management LLC 0.01% Reduce -0.9% 4,123 $857K
Cooper Financial Group 0.13% Add +13.3% 4,119 $856K
TMD Wealth Management, LLC 0.19% No change 4,096 $851K
Townsquare Capital LLC 0.01% Add +6.9% 4,093 $850K
Tranquility Partners, LLC 0.33% Reduce -12.4% 4,079 $847K
Veltria Advisors Corp. 0.30% Reduce -16.4% 4,020 $835K
Fluent Financial, LLC 0.42% Reduce -11.7% 4,011 $833K
Disciplined Equity Management, Inc. 0.55% New 4,000 $831K
Letson Investment Management, Inc. 0.37% No change 4,000 $831K
Cullinan Associates Inc. 0.05% No change 4,000 $831K
Angeles Wealth Management, LLC 0.08% Add +11.4% 3,987 $828K
Premier Path Wealth Partners, LLC 0.14% Reduce -1.1% 3,961 $823K
Virtus Advisers, LLC 0.40% Reduce -12.7% 3,880 $806K
Freedom Day Solutions, LLC 0.27% Reduce -0.1% 3,830 $795K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 3,797 $789K
Belpointe Asset Management LLC 0.05% Add +8.6% 3,766 $782K
Valeo Financial Advisors, LLC 0.02% Reduce -7.8% 3,754 $780K
Fairway Wealth LLC 0.45% Add +2.3% 3,683 $765K
Bellecapital International Ltd. 0.16% No change 3,676 $764K
Summit Financial, LLC 0.03% Add +231.9% 3,671 $763K
Perigon Wealth Management, LLC 0.02% Add +2.4% 3,663 $761K
Nixon Peabody Trust Co. 0.07% Add +229.7% 3,660 $760K
Hohimer Wealth Management, LLC 0.18% New 3,658 $760K
180 Wealth Advisors, LLC 0.12% Reduce -2.5% 3,580 $758K
Choate Investment Advisors 0.02% Add +0.3% 3,638 $756K
RFG Advisory, LLC 0.02% Add +39.3% 3,625 $753K
Ellevest, Inc. 0.05% Add +6.5% 3,617 $751K
Kohmann Bosshard Financial Services, LLC 0.10% No change 3,600 $748K
LYNX Capital Group Ltd. 0.52% No change 3,594 $747K
Beacon Financial Group 0.08% Reduce -7.9% 3,587 $745K
Convergence Investment Partners, LLC 0.22% Add +6.0% 3,575 $743K
Shelton Wealth Management, LLC 0.44% Add +42.4% 3,569 $741K
Park Place Capital Corp 0.24% Add +79.0% 3,562 $740K
Camarda Financial Advisors, LLC 0.29% New 3,507 $728K
Kestra Investment Management, LLC 0.05% — 3,506 $728K
Strategy Asset Managers LLC 0.16% New 5,501 $728K
Defined Wealth Management, LLC 0.51% Add +0.4% 3,505 $728K
Verdad Advisers, LP 0.84% Add +77.7% 3,489 $725K
Peak Asset Management, LLC 0.14% No change 3,483 $723K
Vaughan David Investments LLC 0.02% No change 3,483 $723K
Scharf Investments, LLC 0.02% No change 3,475 $722K
MJP Associates Inc. 0.15% Add +28.3% 3,446 $716K
Seed Wealth Management, Inc. 0.62% No change 3,437 $714K
Prentiss Smith & Co. Inc. 0.50% No change 3,429 $712K
Woodmont Investment Counsel LLC 0.06% Reduce -28.1% 3,424 $711K
Baldwin Wealth Partners LLC 0.06% Add +0.6% 3,397 $706K
Flagship Harbor Advisors, LLC 0.04% Add +51.2% 3,374 $701K
Prelude Capital Management, LLC 0.06% Add +154.5% 3,369 $700K
Center for Financial Planning, Inc. 0.10% No change 3,364 $699K
Sherbrooke Park Advisers LLC 0.12% New 3,358 $697K
Equitable Holdings, Inc. 0.01% Add +2.7% 3,348 $695K
Gilliland Jeter Wealth Management LLC 0.23% Add +0.0% 3,347 $695K
Keel Point, LLC 0.06% Add +7.3% 3,121 $694K
Marex Group Ltd 0.02% New 3,315 $689K
Renaissance Group LLC 0.03% Add +0.1% 3,307 $687K
Mutual Advisors, LLC 0.02% Add +7.5% 3,198 $683K
Virtue Capital Management, LLC 0.12% Add +0.4% 3,164 $683K
Park Edge Advisors, LLC 0.21% New 3,281 $681K
Hillsdale Investment Management Inc. 0.05% No change 3,280 $681K
Northwest Bancshares, Inc. 0.12% No change 3,269 $679K
West Family Investments, Inc. 0.20% Add +3.6% 3,262 $678K
Capital Investment Advisory Services, LLC 0.07% No change 3,257 $677K
Prosperity Consulting Group, LLC 0.09% Reduce -1.6% 3,244 $674K
Sky Investment Group LLC 0.13% No change 3,220 $669K
Wilmington Savings Fund Society, FSB 0.03% No change 3,194 $663K
Balanced Wealth Group LLC 0.30% Reduce -1.7% 3,162 $662K
JSF Financial, LLC 0.20% New 3,168 $658K
Simon Quick Advisors, LLC 0.05% Add +20.2% 3,158 $656K
Avior Wealth Management, LLC 0.03% Reduce -17.4% 3,125 $651K
Sargent Investment Group, LLC 0.13% Add +186.6% 3,110 $646K
Voya Financial Advisors, Inc. 0.07% Add +0.8% 3,049 $644K
Selective Wealth Management, Inc. 0.28% No change 3,065 $642K
Trail Ridge Investment Advisors, LLC 0.33% Add +7.7% 3,070 $638K
Waverly Advisors, LLC 0.01% New 3,064 $636K
Beaumont Financial Advisors, LLC 0.05% Add +3.7% 3,061 $636K
IHT Wealth Management, LLC 0.02% Reduce -2.7% 3,053 $634K
Keystone Investors Pte Ltd. 0.05% Reduce -10.9% 3,046 $633K
Family Manage LLC 0.11% Add +0.8% 3,043 $632K
Hartford Funds Management Co LLC 0.06% Add +4.5% 3,034 $630K
First National Trust Co 0.03% Add +1.1% 3,021 $627K
OMNI 360 Wealth, Inc. 0.48% Add +0.3% 3,015 $626K
Brooklyn Investment Group 0.27% No change 2,971 $624K
Cumberland Partners Ltd 0.05% New 3,000 $623K
Fiduciary Group, LLC 0.07% Reduce -3.2% 2,981 $619K
Blue Trust, Inc. 0.01% Add +131.9% 2,975 $615K
Valmark Advisers, Inc. 0.01% Add +25.4% 2,959 $615K
Everpar Advisors LLC 0.31% Add +9.0% 2,956 $614K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% New 2,940 $611K
Brighton Jones LLC 0.02% Add +55.4% 2,938 $610K
Covenant Partners, LLC 0.19% No change 2,935 $610K
Bridgewater Associates 0.00% Reduce -98.6% 2,935 $610K
Sage Mountain Advisors LLC 0.06% Add +64.2% 2,922 $607K
Alera Investment Advisors, LLC 0.07% Add +146.4% 2,920 $607K
Harbour Trust & Investment Management Co 0.07% No change 2,900 $602K
Maven Securities LTD 0.09% Reduce -51.9% 2,891 $600K
Capstone Investment Advisors, LLC 0.03% Reduce -42.0% 2,889 $600K
Encompass More Asset Management 0.43% New 2,874 $597K
Clarus Group, Inc. 0.26% New 2,859 $594K
Avestar Capital, LLC 0.07% Add +9.8% 2,859 $594K
Corton Capital Inc. 0.31% Add +129.0% 2,837 $589K
Sentry Investment Management LLC 0.26% Reduce -17.0% 2,838 $589K
Caxton Associates LP 0.02% New 2,804 $582K
Symphony Financial Services, Inc. 0.50% — 2,776 $582K
Lakeridge Wealth Management LLC 0.35% Add +42.5% 2,798 $581K
Range Financial Group LLC 0.29% New 2,773 $576K
Koshinski Asset Management, Inc. 0.05% New 2,736 $573K
Cortland Associates Inc. 0.07% Add +18.8% 2,754 $572K
Flputnam Investment Management Co. 0.01% Reduce -25.6% 2,745 $570K
Global Retirement Partners, LLC 0.02% Add +43.9% 2,744 $570K
Astoria Portfolio Advisors LLC. 0.20% Add +4.5% 2,739 $569K
DRW Securities, LLC 0.03% Add +98.7% 2,714 $563K
TriaGen Wealth Management LLC 0.22% Add +0.2% 2,708 $562K
Essex Financial Services, Inc. 0.04% Add +41.0% 2,575 $562K
Pallas Capital Advisors LLC 0.03% New 2,487 $558K
PDS Planning, Inc 0.06% Add +1.9% 2,688 $558K
Gryphon Financial Partners LLC 0.08% Add +33.7% 2,666 $554K
Kuhn & Co Investment Counsel 0.50% No change 2,666 $554K
Concourse Financial Group Securities, Inc. 0.03% Reduce -11.7% 2,633 $547K
Altfest L J & Co. Inc. 0.07% Reduce -14.2% 2,628 $546K
Tyler-Stone Wealth Management 0.22% No change 2,622 $545K
Fullerton Fund Management Co Ltd. 0.02% No change 2,613 $543K
Impact Partnership Wealth, LLC 0.14% New 2,605 $541K
One Capital Management, LLC 0.02% New 2,605 $541K
Manchester Capital Management LLC 0.06% Add +4.8% 2,597 $539K
Phillips Wealth Planners LLC 0.57% Reduce -3.5% 2,559 $537K
Oxford Financial Group, LTD. LLC 0.04% Add +41.8% 2,563 $532K
Confluence Wealth Services, Inc. 0.04% Add +95.9% 2,555 $531K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -4.1% 2,529 $525K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -10.0% 2,502 $520K
CWS Financial Advisors, LLC 0.20% Reduce -2.0% 2,502 $520K
Harbert Fund Advisors, LLC 0.42% Add +2.0% 2,500 $519K
Gerber, LLC 0.41% No change 2,500 $519K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -7.1% 2,491 $517K
Icon Wealth Advisors, LLC 0.05% New 2,392 $512K
Orgel Wealth Management, LLC 0.01% No change 2,455 $510K
Bison Wealth, LLC 0.08% No change 2,459 $509K
Balefire, LLC 0.18% Reduce -2.5% 2,448 $508K
Allen Investment Management, LLC 0.01% New 2,444 $508K
Mount Lucas Management LP 0.18% New 2,434 $506K
Willow Creek Wealth Management Inc. 0.06% Reduce -1.8% 2,406 $500K
Strategic Investment Advisors / MI 0.06% Add +0.3% 2,380 $494K
Relyea Zuckerberg Hanson LLC 0.08% Add +1.9% 2,376 $493K
KPP Advisory Services LLC 0.13% Reduce -0.5% 2,368 $492K
Trust Co. of Vermont 0.03% Add +4.9% 2,362 $491K
Red Door Wealth Management, LLC 0.09% Reduce -0.8% 2,359 $490K
Gries Financial LLC 0.10% Reduce -34.3% 2,347 $487K
Kolinsky Wealth Management, LLC 0.35% Reduce -7.0% 2,335 $485K
Souders Financial Advisors 0.07% Add +0.7% 2,332 $484K
Quantum Portfolio Management LLC 0.28% Add +8.1% 2,330 $484K
Morningstar Investment Services LLC 0.01% Add +55.7% 2,269 $480K
Waddell & Associates, LLC 0.06% No change 2,309 $480K
Lion Street Advisors, LLC 0.18% Reduce -0.9% 2,302 $478K
Significant Wealth Partners LLC 0.27% Add +25.9% 2,287 $475K
Front Row Advisors LLC 0.17% Add +229.4% 2,286 $475K
Crestwood Advisors Group, LLC 0.01% Add +4.3% 2,274 $472K
Linden Thomas Advisory Services, LLC 0.07% Add +49.7% 2,271 $472K
Bank of Marin 0.41% Reduce -33.6% 2,270 $472K
Cidel Asset Management Inc. 0.04% Reduce -6.8% 2,269 $471K
Catalina Capital Group, LLC 0.18% Add +31.5% 2,254 $468K
Wall Street Financial Group, Inc. 0.79% — 2,247 $467K
Union Heritage Capital, LLC 0.18% No change 2,238 $465K
L2 Asset Management, LLC 0.14% Add +10.3% 2,238 $465K
Stockman Wealth Management, Inc. 0.08% No change 2,231 $463K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -6.9% 2,210 $459K
Jacobi Capital Management LLC 0.04% Add +0.4% 2,210 $459K
Dynamic Technology Lab Private Ltd 0.05% Reduce -87.8% 2,204 $458K
J. W. Coons Advisors, LLC 0.09% No change 2,200 $457K
9258 Wealth Management, LLC 0.07% Reduce -0.9% 2,191 $455K
Journey Strategic Wealth LLC 0.02% Add +82.9% 2,184 $454K
First Horizon Advisors, Inc. 0.01% Add +12.9% 2,184 $454K
First Heartland Consultants, Inc. 0.04% Add +6.8% 2,174 $452K
King Luther Capital Management Corp. 0.00% Add +8.2% 2,173 $451K
Sompo Asset Management Co., Ltd. 0.08% No change 2,170 $451K
LWM Advisory Services, LLC 0.38% Add +20.3% 2,150 $447K
Allstate Corp. 0.04% No change 2,133 $443K
Proficio Capital Partners LLC 0.05% Add +3.3% 2,120 $440K
Personal Cfo Solutions, LLC 0.07% Reduce -2.4% 2,115 $439K
Allred Capital Management, LLC 0.17% No change 2,115 $439K
RAM Investment Partners, LLC 0.13% Add +1.2% 2,107 $438K
ORG Partners LLC 0.05% Add +3150.0% 2,080 $436K
Drive Wealth Management, LLC 0.12% Add +3.4% 2,092 $434K
Leavell Investment Management, Inc. 0.02% New 2,084 $433K
Everhart Financial Group, Inc. 0.11% Add +28.5% 2,081 $432K
MCF Advisors LLC 0.03% Add +8.9% 2,077 $432K
Fiera Capital Corp 0.00% Reduce -52.4% 2,077 $431K
Gilbert & Cook, Inc. 0.06% Reduce -25.6% 2,054 $427K
Belmont Capital, LLC 0.08% New 2,049 $426K
First Citizens Bank & Trust Co. 0.01% Add +2.6% 2,047 $425K
MassMutual Private Wealth & Trust, FSB 0.01% Add +15.9% 2,046 $425K
Lewis Asset Management, LLC 0.32% No change 2,032 $422K
Cynosure Group, LLC 0.07% Add +12.8% 2,028 $421K
Legacy Capital Wealth Partners, LLC 0.11% New 2,011 $418K
Focus Financial Network, Inc. 0.02% Add +4.3% 1,885 $417K
International Assets Investment Management, LLC 0.04% Reduce -14.4% 2,001 $416K
Factorial Partners, LLC 0.26% No change 2,000 $415K
Oarsman Capital, Inc. 0.09% Add +5.0% 1,989 $413K
Contravisory Investment Management, Inc. 0.09% New 1,988 $413K
Commerzbank Aktiengesellschaft 0.01% Add +8.9% 1,979 $412K
First Affirmative Financial Network 0.28% Add +1.3% 1,961 $407K
Portfolio Design Labs, LLC 0.12% Reduce -13.5% 1,946 $404K
Synovus Financial Corp. 0.01% Reduce -0.4% 1,945 $404K
Interchange Capital Partners, LLC 0.15% New 1,936 $402K
State of Wyoming 0.07% Reduce -19.9% 1,928 $400K
Stonehearth Capital Management, LLC 0.17% Reduce -1.2% 1,923 $399K
Kathmere Capital Management, LLC 0.04% New 1,921 $399K
Capital International Sarl 0.01% New 1,914 $398K
Modern Wealth Management, LLC 0.03% Reduce -1.3% 1,908 $396K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -48.6% 1,900 $395K
Basswood Capital Management, L.L.C. 0.03% No change 1,899 $394K
FWG Investments, LLC. 0.40% No change 1,895 $394K
EP Wealth Advisors, LLC 0.00% Add +19.8% 1,892 $393K
Fidelity D & D Bancorp Inc. 0.30% No change 1,885 $392K
Level Four Advisory Services, LLC 0.02% New 1,879 $390K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +4.5% 1,877 $390K
Spotlight Asset Group, Inc. 0.27% Add +161.5% 1,875 $389K
Prestige Wealth Management Group LLC 0.08% Add +318.6% 1,871 $389K
Bernardo Wealth Planning LLC 0.10% Add +0.1% 1,864 $387K
New Century Financial Group, LLC 0.16% Add +53.4% 1,844 $383K
Stratos Investment Management, LLC 0.03% Add +5.1% 1,828 $380K
Argent Trust Co 0.02% Add +7.2% 1,827 $379K
Secure Asset Management, LLC 0.07% New 1,817 $377K
United Community Bank 0.15% Reduce -3.8% 1,816 $377K
Knuff & Co LLC 0.12% No change 1,816 $377K
Capital Analysts, LLC 0.02% Add +35.9% 1,807 $375K
Gateway Investment Advisers LLC 0.00% Reduce -21.5% 1,802 $374K
Wealth Management Associates, Inc. 0.17% No change 1,795 $373K
Smartleaf Asset Management LLC 0.06% Add +44.8% 1,755 $371K
AlphaCore Capital LLC 0.09% New 1,783 $370K
Synergy Asset Management, LLC 0.06% Add +12.2% 1,781 $370K
Precision Wealth Strategies, LLC 0.38% Reduce -13.3% 1,776 $369K
AlTi Global, Inc. 0.01% Add +33.2% 1,771 $368K
New Wave Wealth Advisors LLC 0.20% — 1,760 $366K
Atlas Brown,Inc. 0.13% Add +48.2% 1,759 $365K
Brave Warrior Advisors 0.01% No change 1,746 $363K
Ruggaard & Associates LLC 0.17% No change 1,739 $361K
Legacy Advisors, LLC 0.04% Add +9.6% 1,736 $361K
Deseret Mutual Benefit Administrators 0.17% Reduce -2.0% 1,732 $360K
Clark Capital Management Group, Inc. 0.00% Reduce -20.2% 1,728 $359K
Kaizen Financial Strategies 0.22% Reduce -16.5% 1,650 $356K
Clearstead Trust, LLC 0.09% No change 1,713 $356K
Tritonpoint Wealth, LLC 0.03% Add +6.0% 1,708 $355K
Baugh & Associates, LLC 0.18% No change 1,700 $353K
Enterprise Financial Services Corp 0.22% Reduce -2.2% 1,695 $352K
KG Capital Management 0.12% New 1,692 $351K
Juncture Wealth Strategies, LLC 0.15% No change 1,690 $351K
Cedar Brook Financial Partners, LLC 2.64% Reduce -81.2% 1,689 $351K
Rather & Kittrell, Inc. 0.10% Add +0.9% 1,689 $351K
Smithfield Trust Co 0.02% Reduce -3.9% 1,684 $349K
Spire Wealth Management 0.01% Reduce -5.7% 1,676 $348K
Meadow Creek Wealth Advisors LLC 0.33% Reduce -8.8% 1,670 $347K
Great Valley Advisor Group, Inc. 0.01% New 1,668 $347K
Castleview Partners, LLC 0.20% Reduce -24.5% 1,667 $346K
Moody National Bank Trust Division 0.03% No change 1,667 $346K
Kingsview Wealth Management, LLC 0.01% Add +21.2% 1,666 $346K
Sivia Capital Partners, LLC 0.23% Add +0.2% 1,666 $346K
Orrstown Financial Services Inc. 0.18% Add +22.0% 1,665 $346K
Rothschild Investment LLC 0.02% Add +29.3% 1,663 $345K
World Investment Advisors 0.02% New 1,662 $345K
Lanark Financial, Inc. 0.03% Reduce -22.3% 1,652 $343K
KCM Investment Advisors LLC 0.01% Add +4.7% 1,639 $340K
Stablepoint Partners, LLC 0.07% Reduce -1.6% 1,593 $340K
Regal Investment Advisors LLC 0.02% Reduce -11.5% 1,634 $339K
Rathbones Group PLC 0.00% No change 1,632 $339K
Stock Yards Bank & Trust Co. 0.01% Reduce -81.5% 1,631 $339K
NDVR, Inc. 0.35% Reduce -4.8% 1,629 $338K
Arden Trust Co 0.05% No change 1,629 $338K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,592 $334K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -2.3% 1,609 $334K
Alta Advisers Ltd 0.16% No change 1,600 $332K
Empower Advisory Group, LLC 0.00% Add +54.0% 1,595 $331K
Inceptionr LLC 0.09% Reduce -75.8% 1,588 $330K
Cable Hill Partners, LLC 0.04% New 1,584 $329K
Unique Wealth, LLC 0.09% Add +0.3% 1,582 $329K
Hudock, Inc. 0.06% No change 1,581 $328K
SevenBridge Financial Group, LLC 0.07% No change 1,534 $328K
MRA Advisory Group 0.18% Add +0.1% 1,553 $323K
Castle Rock Wealth Management, LLC 0.08% Add +0.5% 1,539 $322K
Chilton Capital Management LLC 0.01% Add +11.4% 1,550 $322K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -12.2% 1,548 $322K
RDA Financial Network 0.11% Reduce -2.6% 1,544 $321K
Revisor Wealth Management LLC 0.22% Reduce -44.4% 1,537 $319K
CYBER HORNET ETFs LLC 0.35% Add +1.6% 1,530 $318K
Gilman Hill Asset Management, LLC 0.06% No change 1,530 $318K
FSM Wealth Advisors, LLC 0.11% Add +1.1% 1,529 $318K
Laffer Tengler Investments, Inc. 0.08% No change 1,528 $317K
Capital Investment Counsel, LLC 0.06% New 1,522 $316K
Arkadios Wealth Advisors 0.02% Add +23.4% 1,519 $315K
PGIM Custom Harvest LLC 0.01% Add +10.8% 1,516 $315K
HCR Wealth Advisors 0.04% No change 1,507 $313K
Trust Point Inc. 0.03% Reduce -16.7% 1,506 $313K
Corundum Group, Inc. 0.12% Reduce -0.1% 1,501 $312K
EHP Funds Inc. 0.15% New 1,500 $312K
Allianz SE 0.01% No change 1,500 $312K
Old National Bancorp 0.01% Add +0.7% 1,498 $311K
Cromwell Holdings LLC 0.18% — 1,478 $307K
Fort Washington Investment Advisors Inc. 0.00% Add +7.7% 1,475 $306K
Cascade Financial Partners, LLC 0.04% Reduce -13.2% 1,474 $306K
Rovin Capital /Ut/ 0.13% Add +1.2% 1,472 $306K
Kapstone Financial Advisors LLC 0.20% No change 1,470 $305K
LVZ, Inc. 0.04% Add +0.4% 1,469 $305K
Fiduciary Financial Group, LLC 0.07% — 1,444 $303K
Laurel Wealth Advisors LLC 0.05% No change 1,455 $302K
Quotient Wealth Partners, LLC 0.01% Add +9.6% 1,451 $301K
Aspen Grove Capital, LLC 0.07% Add +1.5% 1,448 $301K
Yarger Wealth Strategies, LLC 0.18% Add +0.4% 1,441 $299K
Franklin Street Advisors Inc. 0.02% No change 1,441 $299K
REDW Wealth LLC 0.08% No change 1,439 $299K
Moors & Cabot, Inc. 0.02% Reduce -19.3% 1,431 $297K
New Hampshire Trust 0.07% Reduce -0.8% 1,427 $296K
Speece Thorson Capital Group Inc. 0.06% No change 1,426 $296K
Certuity, LLC 0.02% Add +9.0% 1,418 $295K
Waters Parkerson & Co., LLC 0.02% New 1,416 $294K
Trueblood Wealth Management, LLC 0.17% Add +3.1% 1,414 $294K
WMS Partners, LLC 0.02% Add +5.3% 1,413 $293K
Forthright Family Wealth Advisory LLC 0.19% Add +10.5% 1,411 $293K
Cary Street Partners Investment Advisory LLC 0.01% Add +2.5% 1,405 $292K
Tuttle Capital Management, LLC 1.74% Add +33.3% 1,380 $291K
Robertson Stephens Wealth Management, LLC 0.02% Add +34.0% 1,402 $291K
Money Concepts Capital Corp. 0.02% Reduce -2.0% 1,399 $291K
Angeles Investment Advisors, LLC 0.01% New 1,397 $290K
Virtus Investment Advisers, LLC 0.26% New 1,390 $289K
Humankind Investments LLC 0.08% Reduce -41.7% 1,387 $288K
Rehmann Capital Advisory Group 0.02% Add +5.2% 1,384 $288K
D'Orazio & Associates, Inc. 0.04% Add +1.7% 1,384 $287K
Moss Adams Wealth Advisors LLC 0.04% Add +30.1% 1,376 $286K
Capital Market Strategies LLC 0.18% New 1,363 $283K
Claro Advisors Inc. 0.04% Reduce -2.6% 1,359 $282K
Dynamic Advisor Solutions LLC 0.01% Reduce -13.8% 1,356 $282K
Waterfront Wealth Inc. 0.08% Reduce -78.2% 1,337 $278K
Readystate Asset Management LP 0.02% New 1,336 $278K
Cookson Peirce & Co. Inc. 0.01% No change 1,324 $275K
49 Wealth Management, LLC 0.05% Add +0.9% 1,309 $274K
Octavia Wealth Advisors, LLC 0.04% Add +0.4% 1,320 $274K
Schorn Wealth LLC 0.10% Reduce -0.7% 1,307 $271K
GYL Financial Synergies, LLC 0.02% Add +4.0% 1,302 $270K
Five Oceans Advisors 0.14% Reduce -9.3% 1,281 $266K
Pinkerton Wealth, LLC 0.04% New 1,279 $266K
Marks Group Wealth Management, Inc 0.03% Reduce -18.8% 1,278 $265K
Garner Asset Management Corp 0.10% No change 1,271 $264K
Main Street Financial Solutions, LLC 0.02% Add +27.6% 1,265 $263K
Asahi Life Asset Management Co., LTD. 0.18% Reduce -55.8% 1,260 $262K
Csenge Advisory Group 0.01% Reduce -3.5% 1,260 $262K
Systematic Alpha Investments, LLC 0.01% No change 1,257 $261K
Yeomans Consulting Group, Inc. 0.10% New 1,248 $259K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 1,246 $259K
Beacon Financial Advisory LLC 0.10% Add +2.2% 1,245 $259K
Monterey Private Wealth, Inc. 0.10% Add +3.7% 1,241 $258K
Americana Partners, LLC 0.02% Reduce -26.2% 1,239 $257K
Leo Wealth, LLC 0.03% Reduce -7.6% 1,237 $257K
D.B. Root & Company, LLC 0.09% Add +4.4% 1,237 $257K
Silver Oak Securities, Incorporated 0.04% Add +29.0% 1,232 $256K
Douglass Winthrop Advisors, LLC 0.01% No change 1,220 $253K
Buckingham Capital Management, Inc. 0.03% No change 1,219 $253K
Caldwell Trust Co 0.03% No change 1,215 $252K
Bristlecone Advisors, LLC 0.02% No change 1,214 $252K
Integral Investment Advisors, Inc. 0.09% Reduce -3.9% 1,190 $252K
Motco 0.01% No change 1,205 $250K
Coastal Bridge Advisors, LLC 0.06% No change 1,204 $250K
Wallace Capital Management Inc. 0.04% No change 1,201 $249K
Baker Tilly Wealth Management, LLC 0.10% Reduce -17.8% 1,200 $249K
Liberty One Investment Management, LLC 0.03% Add +72.9% 1,195 $248K
Means Investment Co., Inc. 0.03% Reduce -11.4% 1,192 $248K
Providence Wealth Advisors, LLC 0.20% No change 1,190 $248K
Sandy Cove Advisors, LLC 0.11% Reduce -20.9% 1,190 $247K
Phillips Financial Management, LLC 0.02% Add +4.3% 1,187 $247K
Plancorp, LLC 0.01% Add +3.7% 1,187 $247K
Aprio Wealth Management, LLC 0.04% Add +20.6% 1,184 $246K
Relative Value Partners Group, LLC 0.03% New 1,182 $246K
Lake Street Private Wealth, LLC 0.03% Reduce -14.6% 1,182 $246K
Klingenstein Fields & Co. LP 0.01% No change 1,180 $245K
1ST Source Bank 0.01% Reduce -11.9% 1,179 $245K
BSW Wealth Partners 0.04% Add +1.8% 1,179 $245K
Wealth Architects, LLC 0.03% Add +0.9% 1,176 $244K
LMG Wealth Partners, LLC 0.06% No change 1,174 $244K
Debussy Capital Management LP 0.07% Add +11.1% 1,172 $243K
Diversified, LLC 0.03% Add +15.0% 1,163 $242K
Chicago Partners Investment Group LLC 0.01% Add +3.1% 1,117 $241K
FFT Wealth Management LLC 0.02% New 1,158 $241K
Jackson Creek Investment Advisors LLC 0.09% Reduce -2.6% 1,150 $239K
Peoples Bank 0.12% Reduce -2.7% 1,148 $238K
Vantage Consulting Group Inc 0.18% Reduce -4.4% 1,147 $238K
Pavion Blue Capital, LLC 0.12% No change 1,145 $238K
SYM FINANCIAL Corp 0.04% New 1,143 $237K
Rwa Wealth Partners, LLC 0.00% Reduce -0.2% 1,142 $237K
Mechanics Bank Trust Department 0.03% New 1,139 $237K
HM Payson & Co. 0.00% Add +14.3% 1,130 $235K
Calydon Capital 0.04% No change 1,127 $234K
First National Corp. /Ma/ 0.06% New 1,125 $234K
Sentinel Trust Co. Lba 0.03% No change 1,121 $233K
Knightsbridge Asset Management, LLC 0.06% New 1,121 $233K
J.W. Cole Advisors, Inc. 0.01% New 1,108 $230K
Intrua Financial, LLC 0.04% Reduce -17.1% 1,107 $230K
Pine Valley Investments Ltd Liability Co 0.02% No change 1,106 $230K
First Personal Financial Services 0.05% No change 1,096 $228K
Strong Tower Advisory Services 0.07% New 1,095 $227K
Moneco Advisors, LLC 0.03% New 1,093 $227K
GPS Wealth Strategies Group, LLC 0.03% Reduce -4.1% 1,088 $226K
LGL Partners, LLC 0.03% New 1,087 $226K
Pettyjohn, Wood & White, Inc. 0.04% New 1,085 $225K
Performance Wealth Partners, LLC 0.01% No change 1,085 $225K
Park National Corp. 0.01% Add +8.3% 1,084 $225K
Ridgewood Investments LLC 0.11% No change 1,081 $225K
Chesapeake Wealth Management 0.08% Reduce -4.4% 1,078 $224K
Wealthspire Retirement, LLC 0.02% Reduce -2.3% 1,075 $223K
Ellis Investment Partners, LLC 0.05% No change 1,073 $223K
Alpha Family Trust 0.13% No change 1,070 $222K
Rockland Trust Co. 0.01% No change 1,067 $222K
Capital Investment Advisors, LLC 0.01% New 1,064 $221K
American National Bank & Trust 0.03% Add +6.7% 1,059 $220K
Childress Capital Advisors, LLC 0.06% Add +6.7% 1,058 $220K
CFO4Life Group, LLC 0.04% Add +3.4% 1,053 $219K
IFG Advisory, LLC 0.01% New 1,049 $218K
YHB Investment Advisors, Inc. 0.02% No change 1,047 $217K
Ariel Investments 0.00% Reduce -24.9% 1,046 $217K
Ewa, LLC 0.09% New 1,005 $217K
Wealth Alliance, LLC 0.03% Reduce -13.3% 1,041 $216K
Emfo, LLC 0.19% Reduce -40.9% 1,035 $215K
Morton Community Bank 0.06% No change 1,035 $215K
SteelPeak Wealth, LLC 0.01% Reduce -88.2% 1,035 $215K
TrinityPoint Wealth, LLC 0.03% New 1,032 $214K
Davis R M Inc. 0.00% Reduce -21.2% 1,029 $214K
Biltmore Family Office, LLC 0.04% New 1,027 $213K
Grove Bank & Trust 0.03% Reduce -3.0% 1,024 $213K
Anchor Investment Management, LLC 0.02% Add +5.5% 1,021 $212K
GW Henssler & Associates Ltd. 0.01% Add +1.2% 1,012 $210K
Arkfeld Wealth Strategies, L.L.C. 0.11% No change 1,001 $210K
AJOVista, LLC 0.60% No change 1,009 $210K
Cottonwood Capital Advisors, LLC 0.16% Reduce -26.9% 996 $209K
Verdence Capital Advisors LLC 0.02% Add +2.7% 1,002 $208K
Kearns & Associates LLC 0.16% New 1,000 $208K
Versor Investments LP 0.04% New 1,000 $208K
Security National Bank 0.03% No change 1,000 $208K
RBF Capital, LLC 0.01% No change 1,000 $208K
Exencial Wealth Advisors, LLC 0.01% Add +1.1% 999 $208K
TRUE Private Wealth Advisors 0.02% Reduce -9.4% 995 $207K
Carlson Capital Management 0.01% Add +0.5% 992 $206K
Becker Capital Management Inc. 0.01% New 990 $206K
Washington Trust Bank 0.02% Reduce -0.6% 979 $203K
Trustmark Bank Trust Department 0.02% Reduce -14.7% 972 $202K
Brookstone Capital Management 0.00% New 905 $200K
Transamerica Financial Advisors, LLC 0.02% No change 956 $199K
Hollencrest Capital Management 0.01% No change 911 $189K
Paradigm Asset Management Co. LLC 0.05% New 900 $187K
Family Firm, Inc. 0.04% Reduce -14.7% 846 $176K
Hanson & Doremus Investment Management 0.03% Add +27.1% 822 $171K
Oliver Lagore Vanvalin Investment Group 0.05% Reduce -3.5% 821 $171K
Arax Advisory Partners 0.02% Add +19.0% 784 $163K
Princeton Global Asset Management LLC 0.04% No change 775 $161K
CVA Family Office, LLC 0.03% Add +4.3% 771 $160K
Monetary Management Group Inc. 0.04% No change 700 $145K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 685 $142K
Capital Advisors, Ltd. LLC 0.02% Add +41.6% 684 $142K
Bruce G. Allen Investments, LLC 0.12% Reduce -4.6% 678 $141K
City State Bank 0.06% Add +8.2% 661 $137K
Oakworth Capital, Inc. 0.01% No change 643 $134K
Gen-Wealth Partners Inc 0.06% No change 604 $125K
Nemes Rush Group LLC 0.02% Add +197.5% 592 $123K
Riverview Trust Co 0.12% No change 587 $122K
Evermay Wealth Management LLC 0.02% Reduce -12.9% 582 $121K
Pinnacle Bancorp, Inc. 0.03% Add +133.7% 568 $118K
One River Asset Management, LLC 0.06% New 549 $114K
Armstrong Advisory Group, Inc. 0.01% Add +29.4% 542 $113K
Atticus Wealth Management, LLC 0.04% No change 539 $112K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 538 $112K
Fortitude Family Office, LLC 0.06% Add +490.1% 537 $112K
Planning Capital Management Corp 0.08% Reduce -8.6% 535 $111K
Archer Investment Corp 0.03% No change 532 $111K
Quent Capital, LLC 0.01% Add +22.7% 530 $110K
Loomis Sayles & Co. L P 0.00% New 518 $108K
Covestor Ltd 0.07% Reduce -19.7% 513 $107K
Farmers & Merchants Investments Inc. 0.00% Add +10.4% 509 $106K
Montag A & Associates Inc. 0.01% Add +5.0% 509 $106K
Opal Wealth Advisors, LLC 0.03% New 502 $104K
Rise Advisors, LLC 0.05% No change 484 $101K
Headlands Technologies LLC 0.01% Add +278.1% 484 $101K
PrairieView Partners, LLC 0.01% No change 482 $100K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 460 $96K
Kiely Wealth Advisory Group, Inc. 0.05% No change 436 $95K
Whittier Trust Co. of Nevada Inc. 0.00% Add +11.8% 455 $95K
Mizuho Bank, Ltd. 0.02% New 440 $91K
Ulland Investment Advisors, LLC 0.07% Reduce -19.8% 425 $88K
Harbor Investment Advisory, LLC 0.01% Add +17.5% 417 $87K
Colonial Trust Co / SC 0.01% Add +3.4% 400 $83K
WASHINGTON TRUST Co 0.00% Reduce -1.2% 398 $83K
Paloma Partners Management Co 0.01% New 393 $82K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -31.4% 384 $81K
MV Capital Management, Inc. 0.01% Add +3.7% 389 $81K
Great Lakes Retirement, Inc. 0.01% New 380 $79K
AdvisorNet Financial, Inc 0.01% Reduce -21.9% 379 $79K
AlphaCentric Advisors LLC 0.06% New 373 $77K
Centerpoint Advisors, LLC 0.03% No change 371 $77K
Fairscale Capital, LLC 0.07% — 365 $77K
Bank of New Hampshire 0.02% No change 345 $72K
NFSG Corp 0.03% Reduce -1.8% 337 $70K
Boyd Watterson Asset Management LLC 0.02% No change 334 $69K
Core Alternative Capital 0.01% No change 332 $69K
FinTrust Capital Advisors, LLC 0.01% Add +10.4% 318 $66K
Christopher J. Hasenberg, Inc 0.03% New 313 $65K
J.Safra Asset Management Corp 0.01% New 307 $64K
Zions Bancorporation, N.A. 0.01% Reduce -25.4% 305 $63K
Quarry LP 0.03% Reduce -16.8% 303 $63K
Versant Capital Management, Inc 0.02% Add +108.3% 300 $62K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $62K
Operose Advisors LLC 0.02% No change 296 $61K
Raffa Wealth Management, LLC 0.02% Add +2.1% 290 $60K
Glen Eagle Advisors, LLC 0.01% No change 282 $59K
Crewe Advisors LLC 0.01% Reduce -24.5% 277 $58K
Criterion Capital Advisors, LLC 0.04% No change 275 $57K
Vestor Capital, LLC 0.00% No change 263 $55K
GW&K Investment Management, LLC 0.00% Add +19.7% 267 $55K
Sunbelt Securities, Inc. 0.01% Add +21.3% 262 $54K
LRI Investments, LLC 0.01% Add +47.7% 254 $53K
Harbour Investments, Inc. 0.00% No change 252 $52K
Sandy Spring Bank 0.00% Add +29.9% 243 $50K
Financial Management Professionals, Inc. 0.01% Add +4.3% 241 $50K
Salem Investment Counselors Inc. 0.00% No change 237 $49K
Eagle Bay Advisors LLC 0.03% Reduce -0.9% 228 $47K
Sachetta, LLC 0.02% Add +34.0% 209 $45K
Intelligent Financial Strategies 0.03% No change 212 $44K
Colonial Trust Advisors 0.00% Reduce -5.5% 207 $43K
Valley National Advisers Inc. 0.01% Reduce -3.3% 205 $42K
CSS LLC 0.01% New 200 $42K
Bell Investment Advisors, Inc 0.01% Add +4.8% 197 $41K
Cherry Tree Wealth Management, LLC 0.01% Add +122.7% 196 $41K
Raleigh Capital Management Inc. 0.02% Reduce -45.3% 196 $41K
True Wealth Design, LLC 0.01% No change 191 $40K
Canton Hathaway, LLC 0.01% No change 186 $39K
Naples Money Management LLC 0.03% Reduce -98.6% 185 $39K
RiverPark Advisors, LLC 0.03% No change 183 $38K
Plante Moran Financial Advisors, LLC 0.00% No change 183 $38K
Kimelman & Baird, LLC 0.00% — 175 $36K
Register Financial Advisors LLC 0.02% No change 168 $35K
Hilltop National Bank 0.01% Add +126.0% 165 $34K
DecisionPoint Financial, LLC 0.01% Reduce -11.6% 160 $34K
Tucker Asset Management LLC 0.01% No change 163 $34K
JFS Wealth Advisors, LLC 0.00% Reduce -1.8% 161 $33K
Northwest Bank & Trust Co 0.03% No change 156 $32K
Meeder Asset Management Inc. 0.00% Add +2.0% 153 $32K
Painted Porch Advisors LLC 0.02% New 152 $32K
Gleason Group, Inc. 0.01% No change 151 $31K
Rosenberg Matthew Hamilton 0.01% Add +47.4% 143 $30K
Mowery & Schoenfeld Wealth Management, LLC 0.04% No change 137 $28K
NewSquare Capital LLC 0.00% Reduce -96.7% 135 $28K
Aspire Private Capital, LLC 0.01% No change 129 $27K
Ransom Advisory, Ltd 0.01% New 125 $26K
SouthState Bank Corp 0.00% No change 125 $26K
Leonteq Securities AG 0.00% Add +4033.3% 124 $26K
WR Wealth Planners, LLC 0.01% Add +119.6% 123 $26K
First Foundation Advisors 0.00% Reduce -51.2% 122 $25K
Aspect Partners, LLC 0.01% No change 121 $25K
Creative Financial Designs Inc. 0.00% Reduce -58.0% 118 $25K
Abound Wealth Management 0.01% Reduce -5.7% 116 $24K
Tradewinds Capital Management, LLC 0.01% No change 115 $24K
JNBA Financial Advisors 0.00% No change 115 $24K
Legacy Bridge, LLC 0.01% No change 111 $23K
Stephens Consulting, LLC 0.01% New 111 $23K
West Paces Advisors Inc. 0.01% No change 107 $22K
Beacon Capital Management, LLC 0.00% Add +12.9% 105 $22K
Webster Bank, N. A. 0.00% Reduce -61.0% 104 $22K
Carmichael Hill & Associates, Inc. 0.01% No change 103 $21K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +134.1% 103 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 101 $21K
Manitou Investment Management Ltd. 0.00% No change 100 $21K
Cornerstone Planning Group LLC 0.01% Add +13.9% 98 $21K
Gradient Investments LLC 0.00% Add +977.8% 97 $20K
Ibex Wealth Advisors 0.00% New 91 $19K
PFS Partners, LLC 0.01% No change 89 $18K
Private Wealth Management Group, LLC 0.01% Add +3.6% 86 $18K
Sound Income Strategies, LLC 0.00% No change 84 $17K
CBIZ Investment Advisory Services, LLC 0.00% No change 80 $17K
Cedar Wealth Management, LLC 0.01% Reduce -31.6% 78 $16K
Mendota Financial Group, LLC 0.01% No change 77 $16K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +50.0% 75 $16K
Atwood & Palmer Inc. 0.00% Reduce -10.7% 75 $16K
Embree Financial Group 0.00% New 74 $15K
Lummis Asset Management, LP 0.02% No change 73 $15K
Valued Wealth Advisors LLC 0.01% Add +15.9% 73 $15K
Denver PWM, LLC 0.01% New 73 $15K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 76 $15K
Pacific Center for Financial Services 0.00% New 68 $14K
Key Financial Inc 0.00% No change 66 $14K
DiNuzzo Private Wealth, Inc. 0.00% Add +73.0% 64 $13K
Global Wealth Strategies & Associates 0.00% No change 63 $13K
Globeflex Capital L P 0.00% No change 61 $13K
Kings Path Partners LLC 0.01% — 60 $12K
Clean Yield Group 0.00% No change 58 $12K
Old Second National Bank of Aurora 0.00% No change 58 $12K
Ruedi Wealth Management, Inc. 0.00% New 56 $12K
RFP Financial Group LLC 0.00% Reduce -29.5% 55 $11K
Avion Wealth 0.00% Add +21.7% 56 $11K
First PREMIER Bank 0.00% No change 54 $11K
Dunhill Financial, LLC 0.01% Add +2.0% 52 $11K
Rakuten Securities, Inc. 0.00% Reduce -51.9% 50 $10K
M&R Capital Management Inc. 0.00% No change 50 $10K
Hazlett, Burt & Watson, Inc. 0.01% New 46 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 47 $10K
Mascoma Wealth Management LLC 0.00% No change 47 $10K
First Pacific Financial 0.00% Reduce -27.1% 43 $9K
First Financial Corp. 0.00% Reduce -52.8% 43 $9K
Annapolis Financial Services, LLC 0.00% No change 42 $9K
Private Ocean, LLC 0.00% New 42 $9K
Dogwood Wealth Management LLC 0.01% Add +0.0% 39 $8K
SJS Investment Consulting Inc. 0.00% No change 39 $8K
Institutional & Family Asset Management, LLC 0.00% Reduce -31.6% 39 $8K
Carolinas Wealth Consulting LLC 0.00% Reduce -2.5% 39 $8K
Wetzel Investment Advisors, Inc. 0.00% No change 38 $8K
Pittenger & Anderson Inc. 0.00% New 37 $8K
Unique Wealth Strategies, LLC 0.00% New 37 $8K
Wolff Wiese Magana LLC 0.01% Add +16.7% 35 $7K
Abich Financial Wealth Management LLC 0.00% New 35 $7K
Larson Financial Group LLC 0.00% No change 34 $7K
Redmont Wealth Advisors LLC 0.01% No change 34 $7K
McIlrath & Eck, LLC 0.00% New 34 $7K
Creative Capital Management Investments LLC 0.00% No change 32 $7K
Hoey Investments, Inc. 0.00% No change 32 $7K
Halpern Financial, Inc. 0.00% New 31 $6K
Frazier Financial Advisors, LLC 0.01% No change 30 $6K
Proffitt & Goodson Inc. 0.00% New 30 $6K
Highline Wealth Partners LLC 0.00% Add +30.4% 30 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 28 $6K
TFC Financial Management, Inc. 0.00% No change 27 $6K
Riggs Asset Managment Co. Inc. 0.00% Add +13.0% 26 $5K
POM Investment Strategies, LLC 0.00% No change 23 $5K
Coppell Advisory Solutions LLC 0.00% — 21 $4K
North Star Investment Management Corp. 0.00% Reduce -62.3% 20 $4K
HHM Wealth Advisors, LLC 0.00% New 18 $4K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 17 $4K
Nvwm, LLC 0.00% Add +13.3% 17 $4K
New Millennium Group LLC 0.00% New 15 $3K
Westside Investment Management, Inc. 0.00% New 13 $3K
Bellevue Asset Management, LLC 0.00% Reduce -15.4% 11 $2K
Hexagon Capital Partners LLC 0.00% Reduce -90.0% 10 $2K
Gold Investment Management Ltd. 0.00% No change 10 $2K
Semmax Financial Advisors Inc. 0.00% No change 9 $2K
Coston, McIsaac & Partners 0.00% No change 11 $2K
Fairman Group, LLC 0.00% No change 9 $2K
Lynx Investment Advisory 0.00% — 9 $2K
Iron Horse Wealth Management, LLC 0.00% No change 9 $2K
Perkins Coie Trust Co 0.00% No change 8 $2K
FPC Investment Advisory, Inc. 0.00% No change 7 $2K
Triad Wealth Partners, LLC 0.00% New 7 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 6 $1K
Horizon Financial Services, LLC 0.00% No change 6 $1K
Provenance Wealth Advisors, LLC 0.00% No change 6 $1K
Strengthening Families & Communities, LLC 0.00% New 7 $1K
Financial Network Wealth Advisors LLC 0.00% New 4 $831
Breakwater Investment Management 0.00% No change 3 $624
TruNorth Capital Management, LLC 0.00% New 3 $623
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $623
Redwood Wealth Management Group, LLC 0.00% New 2 $415
Y.D. More Investments Ltd 0.00% New 311 $172

"% of holder's portfolio" is PGR's weight in each manager's 13F, not the share of Progressive Corp. the manager owns.