ProgressivePGR

13F holders, Q3 2024 (September 30)
1,657holders +131
208new positions
77sold out
14famous investors
$253.74avg. 13F price*

At the end of Q3 2024, 1,657 institutions reported holding Progressive Corp. (PGR) in their 13F filings, up 131 from Q2 2024. 208 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($13.4B), BlackRock, Inc. ($12.2B) and State Street Corp. ($6.3B). 14 famous investors held it, including Francois Rochon (5.2% of Giverny Capital's portfolio), Andreas Halvorsen (3.2% of Viking Global Investors's portfolio) and Tom Gayner (1.7% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions208$1.0B
Exits77$193.4M

All 13F filers, Q2 2024 → Q3 2024: 24,114,908 shares bought and 24,606,600 shares sold, net −491,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,657 holders

Vanguard Group Inc. 0.24% Add +1.1% 52,816,990 $13.4B
BlackRock, Inc. 0.26% — 47,920,063 $12.2B
State Street Corp. 0.26% Add +1.3% 24,683,807 $6.3B
Bank of America Corp. 0.32% Reduce -14.7% 14,478,646 $3.7B
Geode Capital Management, LLC 0.30% Add +13.2% 14,425,792 $3.7B
Massachusetts Financial Services Co. 1.07% Reduce -2.3% 14,111,843 $3.6B
JPMorgan Chase & Co. 0.27% Reduce -0.9% 13,418,248 $3.4B
FMR LLC 0.16% Add +1.6% 10,518,615 $2.7B
Wellington Management Group LLP 0.43% Reduce -9.2% 9,716,477 $2.5B
Morgan Stanley 0.17% Add +6.0% 9,059,526 $2.3B
Norges Bank 0.27% Reduce -0.3% 7,528,960 $1.9B
Alliancebernstein L.P. 0.64% Reduce -10.6% 7,501,236 $1.9B
Janus Henderson Group PLC 0.93% Reduce -8.5% 7,172,673 $1.8B
Capital World Investors 0.27% Reduce -0.9% 6,732,992 $1.7B
T. Rowe Price Associates Inc. 0.20% Add +4.5% 6,711,555 $1.7B
Brown Advisory Inc. 1.85% Add +0.8% 5,796,807 $1.5B
Nuveen Asset Management, LLC 0.40% Add +0.8% 5,571,202 $1.4B
Northern Trust Corp. 0.23% Reduce -3.4% 5,468,845 $1.4B
Principal Financial Group Inc. 0.74% Reduce -12.8% 5,369,437 $1.4B
Invesco Ltd. 0.26% Add +8.2% 5,368,501 $1.4B
Deutsche Bank AG 0.53% Reduce -1.8% 5,110,296 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Add +7.0% 5,067,924 $1.3B
Capital International Investors 0.24% Add +0.4% 5,004,801 $1.3B
Bank of New York Mellon Corp 0.23% Reduce -7.0% 4,977,834 $1.3B
Artisan Partners Limited Partnership 1.89% Reduce -2.6% 4,976,342 $1.3B
Jennison Associates LLC 0.75% Add +21.6% 4,749,628 $1.2B
Capital Research Global Investors 0.24% Add +124.4% 4,510,510 $1.1B
FIL Ltd 0.99% Reduce -12.9% 4,307,686 $1.1B
Charles Schwab Investment Management Inc. 0.19% Add +1.1% 3,836,218 $973.5M
Legal & General Group Plc 0.25% Reduce -1.7% 3,795,903 $963.2M
Baird Financial Group, Inc. 1.75% Add +2.0% 3,556,244 $902.4M
Goldman Sachs Group Inc. 0.17% Reduce -22.5% 3,505,351 $889.5M
Viking Global Investors 3.22% Reduce -13.0% 3,485,875 $884.6M
GQG Partners LLC 1.23% New 3,085,668 $783.0M
Amundi 0.28% Reduce -4.2% 3,067,720 $765.0M
Egerton Capital (UK) LLP 7.23% Add +83.2% 2,823,894 $716.6M
American Century Companies Inc. 0.38% Add +8.4% 2,592,962 $658.0M
Neuberger Berman Group LLC 0.51% Reduce -23.4% 2,576,877 $653.7M
UBS Group AG 0.18% Add +24.0% 2,529,653 $641.9M
California Public Employees Retirement System 0.44% Reduce -3.3% 2,455,239 $623.0M
Fayez Sarofim & Co 1.44% Add +1.7% 2,234,158 $566.9M
Royal Bank of Canada 0.11% Add +8.2% 1,977,001 $501.7M
London Co. of Virginia 2.63% Reduce -6.1% 1,970,354 $500.0M
Sumitomo Mitsui Trust Group, Inc. 0.34% Reduce -0.2% 1,917,468 $486.6M
AQR Capital Management 0.66% Add +91.0% 1,898,732 $475.7M
Brown Brothers Harriman & Co. 3.11% Reduce -17.6% 1,801,398 $457.1M
Swiss National Bank 0.29% Add +0.3% 1,738,400 $441.1M
Envestnet Asset Management Inc. 0.14% Add +3.2% 1,734,307 $440.1M
TD Asset Management Inc 0.38% Add +3.2% 1,735,022 $435.7M
Qube Research & Technologies Ltd 0.79% Reduce -8.9% 1,707,340 $433.3M
Royal London Asset Management Ltd. 1.05% Reduce -13.8% 1,680,501 $426.4M
Marshall Wace, LLP 0.55% Add +89.5% 1,655,158 $420.0M
Bank Julius Baer & Co. Ltd, Zurich 1.40% Add +3.8% 1,423,576 $416.3M
Dimensional Fund Advisors LP 0.10% Add +11.2% 1,631,827 $414.1M
Barclays PLC 0.18% Reduce -34.1% 1,625,531 $412.5M
Blair William & Co. 1.20% Add +5.2% 1,609,086 $408.3M
Caisse de depot et placement du Quebec 0.75% Add +75.3% 1,494,084 $379.1M
Primecap Management Co. 0.27% Reduce -0.8% 1,421,080 $360.6M
Two Sigma Advisers, LP 0.84% Reduce -7.4% 1,409,200 $357.6M
Franklin Resources Inc. 0.10% Reduce -1.3% 1,399,355 $352.5M
HSBC Holdings PLC 0.22% Add +3.1% 1,392,550 $352.2M
Raymond James & Associates 0.20% Add +17.3% 1,292,148 $327.9M
Ameriprise Financial Inc. 0.08% Reduce -3.3% 1,292,044 $327.9M
Wells Fargo & Company 0.08% Add +2.1% 1,238,505 $314.3M
AustralianSuper Pty Ltd 1.53% Reduce -5.5% 1,209,740 $307.0M
1832 Asset Management L.P. 0.51% Reduce -5.0% 1,189,811 $301.9M
BNP Paribas Financial Markets 0.29% Add +1.2% 1,174,478 $298.0M
Rhumbline Advisers 0.26% Reduce -2.3% 1,137,416 $288.6M
National Pension Service 0.27% Add +21.4% 1,089,558 $276.5M
Timucuan Asset Management Inc. 8.24% Reduce -12.6% 1,069,708 $271.4M
McDonald Capital Investors Inc. 16.25% Reduce -12.0% 1,043,548 $264.8M
D. E. Shaw & Co. 0.37% Reduce -57.7% 1,028,816 $261.1M
Healthcare of Ontario Pension Plan Trust Fund 0.64% Add +102.3% 1,024,992 $260.1M
Allspring Global Investments Holdings, LLC 0.40% Add +24.0% 1,017,567 $258.2M
Bank of Montreal 0.12% Add +13.9% 1,019,970 $256.1M
Allianz Asset Management GmbH 0.40% Add +38.3% 1,004,968 $255.0M
Prudential Financial Inc. 0.36% Add +3.1% 1,002,764 $254.5M
Southpoint Capital Advisors LP 6.01% Reduce -9.1% 1,000,000 $253.8M
Fiduciary Management Inc. 2.08% Reduce -3.2% 934,043 $237.0M
California State Teachers Retirement System 0.28% Reduce -0.7% 933,761 $237.0M
Clearbridge Investments, LLC 0.18% Reduce -1.6% 921,577 $233.9M
Confluence Investment Management LLC 3.06% Reduce -3.8% 901,260 $228.7M
SG Americas Securities, LLC 0.86% Add +206.8% 875,660 $222.2M
Russell Investments Group, Ltd. 0.32% Add +4.4% 871,937 $221.0M
Marshfield Associates 4.69% Add +0.3% 870,221 $220.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +9.6% 857,580 $217.6M
Two Sigma Investments, LP 0.51% Reduce -10.2% 856,893 $217.4M
Skandinaviska Enskilda Banken AB (publ) 0.97% Add +27.4% 830,098 $210.6M
Vontobel Holding Ltd. 0.68% Reduce -15.8% 829,187 $210.4M
Westfield Capital Management Co. LP 0.95% Reduce -9.4% 828,436 $210.2M
Los Angeles Capital Management LLC 0.84% Add +8.1% 817,322 $207.4M
Nordea Investment Management AB 0.24% Reduce -10.0% 819,739 $207.1M
Mackenzie Financial Corp. 0.29% Reduce -18.5% 816,172 $207.1M
Van Cleef Asset Management,Inc 22.68% Reduce -0.6% 805,216 $204.3M
Schroder Investment Management Group 0.21% Add +21.2% 799,428 $202.9M
New York State Common Retirement Fund 0.27% Reduce -3.5% 797,824 $202.5M
DekaBank Deutsche Girozentrale 0.35% Add +30.1% 762,179 $191.3M
Markel Group 1.72% No change 753,750 $191.3M
Natixis Advisors, LLC 0.37% Add +0.3% 746,017 $189.3M
Corient Private Wealth LP 0.29% Reduce -0.5% 733,096 $186.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.19% Add +0.7% 721,095 $183.0M
Balyasny Asset Management L.P. 0.47% Reduce -12.1% 709,489 $180.0M
BloombergSen Inc. 14.52% No change 679,122 $172.3M
Earnest Partners LLC 0.75% Reduce -1.9% 678,597 $172.2M
Macquarie Group Ltd. 0.18% Reduce -2.7% 661,986 $168.0M
Millennium Management 0.15% Add +13.8% 659,352 $167.3M
National Bank of Canada 0.22% Reduce -37.8% 650,002 $164.9M
Panagora Asset Management Inc. 0.79% Add +14.7% 648,192 $164.5M
Acadian Asset Management LLC 0.51% Reduce -3.7% 643,432 $163.3M
Polar Capital Holdings Plc 0.76% Add +3.3% 625,833 $158.8M
Renaissance Technologies 0.24% Reduce -12.3% 623,800 $158.3M
Citadel Advisors 0.17% Reduce -25.5% 620,440 $157.4M
Victory Capital Management Inc. 0.15% Reduce -5.4% 616,416 $156.4M
CANADA LIFE ASSURANCE Co 0.27% Add +6.9% 614,664 $156.2M
Nomura Asset Management Co. Ltd. 0.48% Reduce -0.3% 606,728 $154.0M
Makaira Partners LLC 19.70% Reduce -17.0% 603,603 $153.2M
Parnassus Investments, LLC 0.32% Reduce -10.3% 602,725 $152.9M
Man Group plc 0.45% Reduce -8.3% 598,571 $151.9M
Swedbank AB 0.19% Reduce -6.5% 595,402 $151.1M
Ensign Peak Advisors, Inc 0.26% Reduce -2.5% 589,767 $149.7M
State Board of Administration of Florida Retirement System 0.28% Reduce -2.3% 576,042 $146.2M
Zurich Insurance Group Ltd 1.24% Add +5.2% 575,950 $146.2M
Fenimore Asset Management Inc 2.93% Reduce -0.3% 574,049 $145.7M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -1.7% 552,085 $140.1M
Bank of Nova Scotia 0.28% Add +17.7% 538,083 $136.6M
Giverny Capital 5.18% Add +0.3% 536,693 $136.2M
James Hambro & Partners LLP 5.60% Reduce -0.9% 529,506 $134.3M
AXA S.A. 0.40% Reduce -22.1% 527,120 $133.8M
New York State Teachers Retirement System 0.27% Reduce -3.8% 524,838 $133.2M
Sei Investments Co. 0.17% Add +11.9% 523,174 $132.8M
Bonness Enterprises Inc. 44.07% Reduce -5.2% 522,457 $132.6M
Mitsubishi UFJ Trust & Banking Corp 0.30% Reduce -0.2% 516,337 $131.0M
Erste Asset Management GmbH 1.50% Add +15.2% 494,851 $125.0M
Junto Capital Management LP 2.81% Reduce -3.6% 491,775 $124.8M
Toronto Dominion Bank 0.22% Add +137.8% 487,628 $123.7M
Korea Investment CORP 0.29% Reduce -22.9% 486,098 $123.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% Reduce -9.3% 485,721 $123.3M
Jupiter Asset Management Ltd. 1.06% Add +0.4% 478,350 $121.4M
Chilton Investment Co. Inc. 3.17% Add +2.5% 476,461 $120.9M
Danske Bank A/S 0.40% Add +12.5% 474,887 $120.5M
Citigroup Inc. 0.11% Add +6.4% 470,394 $119.4M
Jacobs Levy Equity Management, Inc. 0.45% Reduce -37.7% 458,392 $116.3M
STRS Ohio 0.44% Add +1.1% 447,348 $113.5M
Madison Asset Management, LLC 1.24% Reduce -1.8% 435,468 $110.5M
UMB Bank, n.a. 1.71% Reduce -0.2% 431,917 $109.6M
Manufacturers Life Insurance Company, The 0.10% Reduce -3.4% 430,156 $109.2M
Bridges Investment Management Inc. 1.51% Reduce -1.6% 424,364 $107.7M
Storebrand Asset Management As 0.34% Add +0.7% 422,007 $107.1M
Central Securities Corp 10.34% Reduce -2.3% 420,000 $106.6M
Intech Investment Management LLC 1.17% Add +6.7% 413,293 $104.9M
Chicago Capital, LLC 2.86% Reduce -0.2% 405,691 $102.9M
KBC Group NV 0.31% Reduce -10.3% 401,179 $101.8M
Kensico Capital Management Corp. 2.69% No change 399,500 $101.4M
LPL Financial LLC 0.04% Add +20.5% 391,273 $99.3M
Aberdeen Group plc 0.18% Add +5.7% 392,382 $99.0M
Woodley Farra Manion Portfolio Management Inc. 4.97% Reduce -3.8% 388,953 $98.7M
NZS Capital, LLC 3.82% Reduce -4.2% 385,985 $97.9M
Perpetual Ltd 1.05% Reduce -17.2% 383,477 $97.3M
State of Wisconsin Investment Board 0.23% Reduce -1.2% 363,753 $92.3M
Aviva PLC 0.23% Add +5.2% 353,245 $89.6M
PNC Financial Services Group, Inc. 0.06% Reduce -1.6% 347,903 $88.3M
Candriam S.C.A. 0.51% Add +1.2% 347,726 $88.2M
Port Capital LLC 3.93% Reduce -5.7% 345,599 $87.7M
Teachers Retirement System of the State of Kentucky 0.74% Add +45.1% 333,433 $84.6M
Capco Asset Management, LLC 19.39% Reduce -0.8% 330,543 $83.9M
Capitolis Liquid Global Markets LLC 0.89% Reduce -26.4% 329,500 $83.6M
Canada Pension Plan Investment Board 0.08% Reduce -45.9% 323,596 $82.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.24% Add +46.1% 322,396 $81.8M
140 Summer Partners LP 10.84% Reduce -23.1% 321,866 $81.7M
Truist Financial Corp. 0.13% Add +8.8% 314,956 $79.9M
Chevy Chase Trust Holdings, LLC 0.24% Reduce -1.8% 314,188 $79.7M
Pictet Asset Management Holding SA 0.09% Add +5.6% 308,959 $78.4M
Robeco Institutional Asset Management B.V. 0.15% Add +13.4% 301,917 $76.6M
Teacher Retirement System of Texas 0.36% Add +31.6% 300,752 $76.3M
Public Employees Retirement System of Ohio 0.32% Reduce -0.6% 298,871 $75.8M
Treasurer of the State of North Carolina 0.29% Reduce -0.5% 290,712 $73.8M
No Street GP LP 5.67% Add +7.4% 290,000 $73.6M
CI Investments Inc. 0.28% Add +44.8% 288,990 $73.3M
Pathstone Holdings, LLC 0.32% Reduce -30.2% 280,905 $71.3M
Senator Investment Group LP 3.38% Reduce -8.4% 280,330 $71.1M
Blackstone Inc. 0.32% Reduce -8.2% 280,000 $71.1M
Carnegie Investment Counsel 2.08% Reduce -0.3% 278,415 $70.6M
Woodline Partners LP 0.58% Reduce -44.1% 270,507 $68.6M
Voya Investment Management LLC 0.08% Reduce -1.4% 260,777 $66.2M
Todd Asset Management LLC 1.51% Add +72.1% 254,990 $64.7M
Argent Capital Management LLC 1.79% Reduce -2.1% 254,481 $64.6M
Asset Management One Co., Ltd. 0.23% Add +1.6% 249,396 $63.3M
Worldquant Millennium Advisors LLC 0.45% Reduce -14.3% 240,742 $61.1M
Credit Agricole S A 0.32% Add +7.5% 239,013 $60.7M
BI Asset Management Fondsmaeglerselskab A/S 1.04% Add +21.1% 235,520 $59.8M
Alyeska Investment Group, L.P. 0.30% Reduce -30.0% 234,685 $59.6M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -1.2% 229,563 $58.3M
Mn Services Vermogensbeheer B.V. 0.40% Reduce -2.2% 226,273 $57.4M
E. Ohman J:or Asset Management AB 1.42% Add +2.4% 225,618 $57.3M
US Bancorp \de 0.07% Add +0.4% 219,595 $55.7M
State of Tennessee, Department of Treasury 0.20% Reduce -12.0% 218,818 $55.5M
State of New Jersey Common Pension Fund D 0.23% No change 218,092 $55.3M
Resona Asset Management Co.,Ltd. 0.31% Reduce -1.3% 207,889 $52.7M
Tocqueville Asset Management L.P. 0.82% Add +0.6% 205,777 $52.2M
Handelsbanken Fonder AB 0.20% Add +8.8% 200,611 $50.9M
Susquehanna International Group, LLP 0.09% Add +22.6% 198,742 $50.4M
Rafferty Asset Management, LLC 0.17% Reduce -3.6% 198,560 $50.4M
Marathon Asset Management Ltd 1.39% Reduce -9.7% 198,455 $50.4M
Federated Hermes, Inc. 0.11% Reduce -1.9% 198,001 $50.2M
Heritage Wealth Advisors 2.35% Reduce -0.4% 197,281 $50.1M
ZWJ Investment Counsel Inc. 2.02% Reduce -1.3% 195,194 $49.5M
Nisa Investment Advisors, LLC 0.29% Add +13.9% 192,344 $48.8M
Compagnie Lombard Odier SCmA 0.75% Add +41.7% 190,618 $48.4M
Crow's Nest Holdings LP 8.90% Reduce -13.6% 190,000 $48.2M
Williams Jones Wealth Management, LLC. 0.56% Reduce -0.3% 189,799 $48.2M
APG Asset Management N.V. 0.32% Reduce -88.9% 209,360 $47.6M
Westwood Holdings Group Inc. 0.37% Reduce -4.4% 186,581 $47.3M
Cubist Systematic Strategies, LLC 0.72% Add +191.3% 186,200 $47.3M
Pinebridge Investments, L.P. 0.35% Add +19.7% 184,991 $46.9M
Regions Financial Corp. 0.33% Add +1.7% 182,917 $46.4M
Curi Capital, LLC 1.02% Reduce -1.3% 176,970 $44.9M
Daymark Wealth Partners, LLC 1.89% Add +2.0% 176,173 $44.7M
MetLife Investment Management, LLC 0.25% Reduce -2.4% 174,716 $44.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +77.9% 174,498 $44.3M
Artemis Investment Management LLP 0.67% Add +18.6% 174,132 $44.2M
Forsta Ap-Fonden 0.34% Add +6.9% 174,000 $44.2M
Avalon Trust Co 3.19% Reduce -1.9% 169,873 $43.1M
AEGON ASSET MANAGEMENT UK Plc 0.59% Add +0.7% 169,661 $43.0M
Osterweis Capital Management Inc. 2.59% Reduce -1.5% 169,622 $43.0M
Arizona State Retirement System 0.27% Reduce -1.1% 167,933 $42.6M
Mariner, LLC 0.07% Add +0.1% 165,480 $42.0M
Hudson Way Capital Management LLC 5.11% Add +5.8% 160,339 $40.7M
Cerity Partners LLC 0.09% Add +50.5% 160,206 $40.7M
State of Michigan Retirement System 0.20% Reduce -0.6% 159,488 $40.5M
Corebridge Financial, Inc. 0.22% Reduce -2.8% 159,264 $40.4M
Aptus Capital Advisors, LLC 0.61% Add +12.6% 159,133 $40.4M
Wilkinson Global Asset Management LLC 2.43% Reduce -2.0% 159,082 $40.4M
Stifel Financial Corp. 0.04% Add +1.9% 158,224 $40.2M
Swiss Life Asset Management Ltd 0.45% Reduce -4.0% 157,411 $39.9M
Cibc World Market Inc. 0.09% Add +804.0% 156,822 $39.8M
Glenmede Trust Co. NA 0.19% Reduce -62.8% 155,215 $39.4M
AIA Group Ltd 1.00% Add +3.0% 152,917 $38.8M
Point72 Asset Management 0.14% Reduce -14.7% 152,655 $38.7M
Comerica Bank 0.15% Add +0.1% 152,537 $38.7M
Raymond James Financial Services Advisors, Inc. 0.05% Add +6.7% 152,355 $38.7M
Rockefeller Capital Management L.P. 0.10% Reduce -4.1% 152,451 $38.7M
Patten & Patten Inc. 2.56% Reduce -1.7% 152,106 $38.6M
HighTower Advisors, LLC 0.06% Reduce -3.6% 150,709 $38.3M
Ilmarinen Mutual Pension Insurance Co 0.41% No change 150,095 $38.1M
Sanctuary Advisors, LLC 0.24% Reduce -16.8% 140,115 $37.3M
Federation des caisses Desjardins du Quebec 0.18% Reduce -2.5% 144,712 $36.7M
Cibc World Markets Corp. 0.26% Reduce -36.9% 143,453 $36.4M
Jane Street Group, LLC 0.06% Reduce -35.5% 142,058 $36.0M
Brandywine Global Investment Management, LLC 0.24% New 142,997 $36.0M
Trexquant Investment LP 0.46% Add +132.2% 141,731 $36.0M
Thrivent Financial for Lutherans 0.07% Add +26.2% 139,782 $35.5M
Everett Harris & Co. 0.44% Reduce -2.1% 139,515 $35.4M
William Blair Investment Management, LLC 0.09% Add +23.4% 139,079 $35.3M
Oddo BHF Asset Management Sas 1.76% — 138,922 $35.3M
Fulton Breakefield Broenniman LLC 2.44% Reduce -3.4% 137,804 $35.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.36% — 137,770 $35.0M
JARISLOWSKY, FRASER Ltd 0.19% Reduce -2.8% 135,599 $34.4M
Natixis 0.21% Add +1176.7% 135,345 $34.3M
SpiderRock Advisors, LLC 0.73% Add +1187.7% 133,690 $33.9M
Andra AP-fonden 0.50% Add +1.0% 133,000 $33.8M
Villere St Denis J & Co. LLC 2.79% Reduce -2.9% 132,125 $33.5M
12th Street Asset Management Company, LLC 5.60% Reduce -0.9% 130,930 $33.2M
Vestcor Inc 1.05% Add +48.9% 130,902 $33.2M
Amalgamated Bank 0.27% Add +4.9% 130,631 $33.1M
Wealth Enhancement Advisory Services, LLC 0.07% Add +68.1% 128,938 $32.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Reduce -0.9% 127,494 $32.4M
Retirement Systems of Alabama 0.12% Reduce -1.5% 127,227 $32.3M
Xponance LLC 0.31% Reduce -0.7% 125,537 $31.9M
Picton Mahoney Asset Management 1.23% Reduce -4.1% 125,283 $31.8M
AMF Tjanstepension AB 0.23% No change 124,670 $31.6M
Dakota Wealth Management 0.70% Add +10.2% 122,496 $31.1M
Rowlandmiller & Partners.adv 6.19% Reduce -0.2% 119,999 $30.5M
Czech National Bank 0.31% Add +6.9% 119,306 $30.3M
IFM Investors Pty Ltd 0.29% Add +0.1% 118,283 $30.0M
Courant Investment Management LLC 24.76% No change 116,170 $29.5M
LFL Advisers, LLC 10.53% Add +5.0% 115,805 $29.4M
Prospector Partners LLC 3.16% Add +0.4% 115,404 $29.3M
Fifth Third Bancorp 0.10% Add +0.3% 113,786 $28.9M
ProShare Advisors LLC 0.07% Reduce -5.3% 113,655 $28.8M
Varma Mutual Pension Insurance Co 0.23% Reduce -4.5% 118,044 $28.7M
Zuckerman Investment Group, LLC 2.94% Reduce -1.4% 112,504 $28.5M
Daiichi Life Insurance Co., Ltd. 0.72% Reduce -5.4% 112,207 $28.5M
River Road Asset Management, LLC 0.37% Reduce -41.0% 110,439 $28.0M
Cim, LLC 4.01% Reduce -0.3% 109,732 $27.8M
Martingale Asset Management L P 0.64% Add +55.3% 109,119 $27.7M
Eminence Capital, LP 0.42% Reduce -71.5% 108,797 $27.6M
M&G PLC 0.17% Add +17.6% 107,381 $27.3M
ExodusPoint Capital Management, LP 0.28% Add +149.4% 105,954 $26.9M
Focus Partners Wealth 0.09% Reduce -41.8% 105,096 $26.7M
Banco Santander, S.A. 0.31% Add +14.1% 104,276 $26.5M
DNB Asset Management AS 0.12% Add +3.8% 102,655 $26.0M
Davidson Investment Advisors 1.25% Add +2.2% 102,334 $26.0M
Hutchinson Capital Management 4.91% Reduce -1.2% 102,202 $25.9M
Public Sector Pension Investment Board 0.14% Add +2.7% 102,001 $25.9M
Mediolanum International Funds Ltd 0.36% Add +198.0% 102,071 $25.6M
Valley Wealth Managers, Inc. 1.89% Reduce -11.1% 100,755 $25.6M
Capital Group Private Client Services, Inc. 0.24% Reduce -43.3% 100,338 $25.5M
Petrus Trust Company, LTA 2.47% Reduce -14.4% 100,000 $25.4M
Oppenheimer Asset Management Inc. 0.30% Reduce -0.4% 99,141 $25.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Reduce -12.9% 97,728 $24.8M
Utah Retirement Systems 0.28% Add +0.4% 96,689 $24.5M
Prudential PLC 0.12% Add +6.8% 94,771 $24.0M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Reduce -45.5% 94,062 $23.9M
Lafayette Investments, Inc. 5.03% Reduce -2.6% 93,970 $23.8M
Schonfeld Strategic Advisors LLC 0.19% Add +87.1% 93,838 $23.8M
Lord, Abbett & Co. LLC 0.08% Reduce -43.9% 93,569 $23.7M
USS Investment Management Ltd 0.17% No change 93,373 $23.7M
JLB & Associates Inc. 3.04% Add +10.0% 93,053 $23.6M
Crossmark Global Holdings, Inc. 0.42% Add +72.3% 92,849 $23.6M
Daiwa Securities Group Inc. 0.11% Add +30.3% 92,480 $23.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.34% Add +0.2% 92,183 $23.4M
Guggenheim Capital LLC 0.17% Reduce -5.2% 92,094 $23.4M
Clearstead Advisors, LLC 0.36% Add +0.4% 90,836 $23.1M
Weik Capital Management 9.18% Reduce -0.9% 89,575 $22.7M
NorthCoast Asset Management LLC 0.16% Add +11.5% 98,962 $22.7M
CIBC Asset Management Inc 0.07% Add +9.6% 89,358 $22.7M
NFC Investments, LLC 6.40% Add +0.1% 87,818 $22.3M
Factory Mutual Insurance Co. 0.23% Reduce -1.7% 87,100 $22.1M
New York Life Investment Management LLC 0.21% Reduce -2.9% 86,657 $22.0M
Trillium Asset Management, LLC 0.54% Add +0.6% 86,473 $21.9M
Thompson Siegel & Walmsley LLC 0.33% Reduce -4.2% 85,877 $21.8M
Summit Global Investments 1.38% Reduce -13.5% 85,552 $21.7M
Dudley & Shanley, Inc. 3.35% Reduce -20.0% 84,510 $21.4M
Anchor Capital Advisors LLC 0.57% Reduce -3.4% 83,850 $21.3M
Public Employees Retirement Association of Colorado 0.08% Add +0.0% 81,649 $20.7M
Alaska Permanent Fund Corp 0.30% No change 80,872 $20.5M
Nepc LLC 0.62% Reduce -0.0% 80,668 $20.5M
Moore Capital Management, LP 0.65% Reduce -73.7% 80,304 $20.4M
Lountzis Asset Management, LLC 8.46% Reduce -0.6% 80,192 $20.3M
Commonwealth Equity Services, LLC 0.03% Reduce -8.4% 79,319 $20.1M
Wealthfront Advisers LLC 0.06% Add +5.0% 78,973 $20.0M
PB Investment Partners, L.P. 16.99% Reduce -53.1% 78,815 $20.0M
LGT Group Foundation 0.33% Add +16.7% 78,500 $20.0M
HRT Financial LP 0.10% Add +30.9% 78,701 $20.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Add +342.1% 78,424 $19.9M
Yousif Capital Management, LLC 0.21% Reduce -0.8% 78,009 $19.8M
Holocene Advisors, LP 0.08% New 77,940 $19.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -1.1% 77,920 $19.8M
Baillie Gifford & Co. 0.01% Add +0.9% 77,756 $19.7M
St. Clair Advisors, LLC 5.58% Reduce -1.5% 77,475 $19.7M
First Trust Advisors LP 0.02% Add +7.2% 76,999 $19.5M
Janney Montgomery Scott LLC 0.05% Reduce -5.6% 76,906 $19.5M
Moran Wealth Management, LLC 0.60% Add +225.5% 76,692 $19.5M
Keybank National Association 0.07% Add +1.7% 76,296 $19.4M
Orion Porfolio Solutions, LLC 0.19% Reduce -11.4% 76,236 $19.3M
Orion Portfolio Solutions, LLC 0.19% Reduce -11.4% 76,236 $19.3M
Jump Financial, LLC 0.39% Add +31.5% 73,725 $18.7M
Marble Harbor Investment Counsel, LLC 2.04% Reduce -0.7% 73,435 $18.6M
Tidal Investments LLC 0.20% Add +65.8% 72,163 $18.3M
Mutual of America Capital Management LLC 0.19% Reduce -2.4% 72,122 $18.3M
Nissay Asset Management Corp. /Japan 0.12% Add +1.7% 71,982 $18.3M
Cetera Investment Advisers 0.04% Add +4.7% 71,448 $18.1M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +0.1% 71,534 $18.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +4.8% 70,572 $17.9M
Creative Planning 0.02% Add +14.9% 70,443 $17.9M
Vanguard Personalized Indexing Management, LLC 0.29% Add +15.1% 69,992 $17.8M
State of Alaska, Department of Revenue 0.18% Add +6.8% 68,034 $17.3M
FineMark National Bank & Trust 0.60% Reduce -0.2% 67,482 $17.1M
Phoenix Financial Ltd. 0.25% Add +30.2% 67,070 $17.0M
Capital Fund Management S.A. 0.19% Reduce -24.4% 66,865 $17.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +2.7% 65,660 $16.7M
Squarepoint Ops LLC 0.06% Reduce -3.6% 65,519 $16.6M
Railway Pension Investments Ltd 0.20% Add +285.3% 65,500 $16.6M
Impax Asset Management Group plc 0.07% Add +24.9% 65,471 $16.6M
M&T Bank Corp 0.05% Reduce -3.4% 65,323 $16.6M
EverSource Wealth Advisors, LLC 1.04% Reduce -1.3% 64,501 $16.4M
Stratos Wealth Partners, LTD. 0.24% Add +6.4% 63,975 $16.2M
Gillson Capital LP 1.47% Reduce -45.1% 63,900 $16.2M
Parallax Volatility Advisers, L.P. 0.49% Add +55.0% 63,481 $16.1M
Capital International, Inc. 0.20% Reduce -0.0% 62,240 $15.8M
O'shaughnessy Asset Management, LLC 0.14% Add +8.3% 62,690 $15.8M
Northwest & Ethical Investments L.P. 0.41% Reduce -24.5% 61,722 $15.7M
Ycg, LLC 1.19% Reduce -31.9% 60,623 $15.4M
Osaic Holdings, Inc. 0.03% Reduce -0.8% 60,546 $15.4M
Bensler, LLC 1.93% Add +4.0% 60,252 $15.3M
Venturi Wealth Management, LLC 0.80% Reduce -11.5% 60,139 $15.3M
Roundview Capital LLC 1.10% Add +2.7% 60,106 $15.3M
GoodHaven Capital Management, LLC 5.12% No change 59,970 $15.2M
Atria Investments, Inc 0.19% Reduce -19.5% 59,252 $15.0M
MAI Capital Management 0.14% Reduce -5.7% 58,821 $14.9M
Sequoia Financial Advisors, LLC 0.16% Add +4.9% 58,505 $14.8M
Cullen/Frost Bankers, Inc. 0.20% Add +0.2% 57,944 $14.7M
GHP Investment Advisors, Inc. 0.67% Reduce -1.4% 57,868 $14.7M
Inspire Investing, LLC 1.50% Reduce -4.3% 57,655 $14.6M
Quadrature Capital Ltd 0.33% Reduce -41.1% 57,407 $14.6M
Ethic Inc. 0.37% Reduce -1.9% 70,219 $14.5M
Assetmark, Inc. 0.04% Add +30.8% 57,131 $14.5M
Shell Asset Management Co. 0.63% — 56,646 $14.4M
Empowered Funds, LLC 0.23% Add +147.2% 56,393 $14.3M
Nippon Life Global Investors Americas, Inc. 0.61% New 56,120 $14.2M
Elo Mutual Pension Insurance Co 0.30% Add +12.6% 55,664 $14.1M
Walleye Trading LLC 0.34% Add +15.9% 55,646 $14.1M
Pacer Advisors, Inc. 0.03% Add +2.6% 53,269 $13.5M
Meiji Yasuda Life Insurance Co 0.25% Add +97.3% 53,156 $13.5M
LBP Am SA 0.20% Add +71.7% 52,861 $13.4M
Bragg Financial Advisors, Inc 0.55% Reduce -3.3% 52,536 $13.3M
NewEdge Advisors, LLC 0.08% Add +68.9% 51,387 $13.0M
Oregon Public Employees Retirement Fund 0.24% Reduce -0.4% 50,129 $12.7M
Tran Capital Management, L.P. 1.37% Reduce -33.0% 50,120 $12.7M
Engineers Gate Manager LP 0.24% Reduce -43.2% 48,584 $12.3M
Lighthouse Investment Partners, LLC 0.66% Reduce -35.1% 48,279 $12.3M
Cresset Asset Management, LLC 0.05% Add +6.0% 48,030 $12.2M
MML Investors Services, LLC 0.04% Add +0.8% 47,631 $12.1M
Marcum Wealth, LLC 1.12% Reduce -0.1% 47,528 $12.1M
UniSuper Management Pty Ltd 0.09% Add +69.2% 47,087 $11.9M
Forbes J M & Co. LLP 1.16% Add +0.1% 46,957 $11.9M
Gulf International Bank (UK) Ltd 0.30% Reduce -4.0% 45,851 $11.6M
NewEdge Wealth, LLC 0.21% Add +107.2% 45,523 $11.6M
Barometer Capital Management Inc. 3.30% Add +5.4% 45,106 $11.4M
Mercer Global Advisors Inc. 0.03% Add +14.2% 44,020 $11.2M
Financial Counselors Inc. 0.17% Reduce -1.8% 44,038 $11.2M
Ieq Capital, LLC 0.14% Add +15.9% 43,840 $11.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.10% Add +2717.8% 44,859 $11.1M
Philadelphia Financial Management of San Francisco, LLC 2.31% Reduce -31.5% 42,522 $10.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +10.3% 40,979 $10.4M
Broadleaf Partners, LLC 2.45% Reduce -0.5% 40,833 $10.4M
Kentucky Retirement Systems 0.31% Reduce -7.6% 40,801 $10.4M
Eagle Asset Management Inc. 0.05% Add +92.8% 39,098 $10.2M
AMS Capital Ltda 1.78% Add +11.4% 40,172 $10.2M
QRG Capital Management, Inc. 0.11% Add +15.0% 39,867 $10.1M
OMERS ADMINISTRATION Corp 0.09% No change 39,630 $10.1M
Tredje AP-fonden 0.09% No change 39,500 $10.0M
Welch & Forbes LLC 0.13% Reduce -7.0% 39,297 $10.0M
Keystone Investors Pte Ltd. 0.72% Add +1174.9% 38,834 $9.9M
Tectonic Advisors LLC 0.64% Reduce -0.1% 38,214 $9.7M
Financial Strategies Group, Inc. 2.27% Add +27.2% 38,461 $9.7M
Eagle Global Advisors LLC 0.48% No change 38,075 $9.7M
MUFG Securities EMEA plc 0.39% New 37,999 $9.6M
Mizuho Securities USA LLC 0.21% Reduce -15.9% 37,977 $9.6M
Benjamin Edwards Inc. 0.14% Add +340.4% 37,685 $9.6M
Edgestream Partners, L.P. 0.42% Reduce -16.5% 37,537 $9.5M
Quantinno Capital Management LP 0.12% Add +60.7% 37,501 $9.5M
Lazard Asset Management LLC 0.01% Add +188.8% 37,473 $9.5M
Brevan Howard Capital Management LP 0.47% Add +171.5% 37,383 $9.5M
Ipswich Investment Management Co., Inc. 2.19% Reduce -0.1% 37,319 $9.5M
Hartford Investment Management Co. 0.31% Reduce -1.6% 36,980 $9.4M
Cornerstone Advisors, LLC 0.37% Add +0.8% 36,600 $9.3M
Navellier & Associates Inc. 1.26% Reduce -7.8% 36,594 $9.3M
Reinhart Partners, Llc. 0.35% Reduce -8.6% 36,412 $9.2M
Walleye Capital LLC 0.11% Add +21.3% 36,336 $9.2M
Sycomore Asset Management 1.52% Add +28.9% 36,258 $9.2M
Lockheed Martin Investment Management Co. 0.42% New 35,860 $9.1M
Agf Management Ltd. 0.05% Reduce -9.6% 35,671 $9.1M
B. Metzler seel. Sohn & Co. Holding AG 0.09% — 35,211 $8.9M
B. Metzler seel. Sohn & Co. AG 0.09% Reduce -9.3% 35,211 $8.9M
Commerce Bank 0.05% Reduce -10.9% 35,208 $8.9M
New Vernon Investment Management LLC 9.57% Add +36.4% 35,046 $8.9M
Kinsale Capital Group, Inc. 2.59% Add +11.7% 34,611 $8.8M
Empire Life Investments Inc. 0.54% Reduce -12.9% 34,589 $8.8M
Aquatic Capital Management LLC 0.23% Add +31.5% 34,581 $8.8M
Arthur M. Cohen & Associates, LLC 1.58% Add +6.4% 34,314 $8.7M
Stephens Inc. 0.12% Add +0.2% 34,117 $8.7M
Ascent Group, LLC 0.65% Reduce -8.4% 33,826 $8.6M
Maryland State Retirement & Pension System 0.18% Reduce -26.0% 33,714 $8.6M
Tortoise Investment Management, LLC 0.89% Reduce -4.4% 33,583 $8.5M
Bretton Capital Management, LLC 8.09% — 33,400 $8.5M
PEAK6 Investments LLC 0.42% Add +8.2% 33,198 $8.4M
Wright Investors Service Inc. 2.20% Reduce -12.8% 33,119 $8.4M
Raymond James Trust N.A. 0.18% Add +5.7% 33,033 $8.4M
Louisiana State Employees Retirement System 0.15% Reduce -0.3% 33,000 $8.4M
First National Bank of Mount Dora, Trust Investment Services 1.90% Reduce -6.0% 32,919 $8.4M
Banque Cantonale Vaudoise 0.34% Add +56.8% 32,883 $8.3M
Rakuten Investment Management, Inc. 0.05% Add +33.1% 33,186 $8.3M
Cwm, LLC 0.04% Reduce -67.7% 32,617 $8.3M
Securian Asset Management, Inc. 0.24% Reduce -3.8% 32,392 $8.2M
Capital Planning Advisors, LLC 1.24% Add +0.6% 32,322 $8.2M
Castleark Management LLC 0.33% New 32,060 $8.1M
Avantax Advisory Services, Inc. 0.05% Add +9.7% 31,778 $8.1M
Parsons Capital Management Inc. 0.50% Reduce -0.5% 30,955 $7.9M
Captrust Financial Advisors 0.02% Add +2.7% 30,748 $7.8M
Central Bank & Trust Co. 1.07% Reduce -2.8% 30,587 $7.8M
Shelton Capital Management 0.20% Reduce -37.5% 30,370 $7.7M
Johnson Investment Counsel Inc. 0.08% Add +47.7% 30,323 $7.7M
Kingfisher Capital LLC 1.77% Reduce -4.9% 30,236 $7.7M
Quantbot Technologies LP 0.30% Reduce -19.3% 30,011 $7.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.7% 30,000 $7.6M
Point72 Hong Kong Ltd 0.54% New 29,683 $7.5M
Baader Bank Aktiengesellschaft 0.63% Reduce -6.7% 29,597 $7.5M
Metis Global Partners, LLC 0.23% Add +2.0% 29,386 $7.5M
Atria Wealth Solutions, Inc. 0.08% Add +34.2% 29,177 $7.4M
Annandale Capital, LLC 1.48% Reduce -0.2% 29,079 $7.4M
Advance Capital Management, Inc. 0.32% No change 28,728 $7.3M
New Mexico Educational Retirement Board 0.25% Reduce -2.7% 28,675 $7.3M
Ghe, LLC 2.71% Reduce -0.5% 28,388 $7.2M
Johnson Financial Group, Inc. 0.33% Reduce -4.1% 28,479 $7.2M
Tobam 1.27% Reduce -31.9% 27,466 $7.0M
NEOS Investment Management LLC 0.21% Add +26.2% 27,374 $6.9M
First Trust Investment Solutions L.P. 0.78% Add +9.4% 27,151 $6.9M
Alamar Capital Management, LLC 3.76% Reduce -2.1% 26,840 $6.8M
Diamant Asset Management, Inc. 4.27% Reduce -1.0% 26,835 $6.8M
Central Pacific Bank - Trust Division 0.90% Add +4.7% 26,784 $6.8M
Choate Investment Advisors 0.17% Add +632.1% 26,633 $6.8M
Oak Harvest Investment Services 0.97% New 26,608 $6.8M
Huntington National Bank 0.06% Add +0.8% 26,274 $6.7M
First Trust Direct Indexing L.P. 0.36% Add +13.0% 26,154 $6.6M
Eastern Bank 0.12% New 26,117 $6.6M
Independent Advisor Alliance 0.24% Add +5.0% 26,051 $6.6M
OPTIMAS CAPITAL Ltd 6.25% Add +124.0% 25,979 $6.6M
Diversified Trust Co. 0.16% Add +84.3% 25,738 $6.5M
Geneos Wealth Management Inc. 0.25% Add +2.3% 25,630 $6.5M
Salvus Wealth Management, LLC 3.99% Reduce -14.3% 25,625 $6.5M
Resonant Capital Advisors, LLC 0.48% Add +0.1% 25,487 $6.5M
Plato Investment Management Ltd 0.52% Add +6.2% 25,394 $6.4M
Illinois Municipal Retirement Fund 0.09% No change 25,074 $6.4M
Pitcairn Co. 0.37% Reduce -13.4% 24,903 $6.3M
Bokf, NA 0.11% Reduce -3.1% 24,958 $6.3M
Orbis Allan Gray Ltd 0.03% Reduce -97.5% 24,796 $6.3M
Jefferies Financial Group Inc. 0.11% Add +67.3% 24,686 $6.3M
Norinchukin Bank, The 0.14% Add +16.5% 24,181 $6.1M
Elevation Point Wealth Partners, LLC 0.59% Add +4.5% 24,019 $6.1M
Choreo, LLC 0.09% Add +4.8% 23,949 $6.1M
Siemens Fonds Invest GmbH 0.48% Reduce -0.4% 23,669 $6.0M
Motley Fool Asset Management LLC 0.35% New 23,534 $6.0M
Vision Capital Management, Inc. 0.83% Add +3.2% 23,193 $5.9M
Integrated Wealth Concepts LLC 0.07% Add +8.4% 22,791 $5.8M
Achmea Investment Management B.V. 0.10% Add +5.2% 22,725 $5.8M
Epoch Investment Partners, Inc. 0.03% Add +7.0% 22,416 $5.7M
Carret Asset Management, LLC 0.62% No change 22,400 $5.7M
Tairen Capital Ltd 0.20% New 23,400 $5.7M
Mgo One Seven LLC 0.24% Add +0.4% 22,223 $5.6M
Covey Capital Advisors, LLC 6.14% Add +2.7% 21,909 $5.6M
Strata Wealth Advisors, LLC 1.79% Reduce -0.1% 21,908 $5.6M
GAM Holding AG 0.44% Add +8.7% 21,818 $5.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.30% Add +45.4% 21,780 $5.5M
Ellsworth Advisors, LLC 1.42% Reduce -0.5% 21,639 $5.5M
Tower Research Capital LLC (TRC) 0.14% Reduce -52.0% 21,423 $5.4M
Waldron Private Wealth LLC 0.22% Add +0.3% 21,144 $5.4M
Verde Servicos Internacionais S.A. 2.47% New 20,953 $5.3M
Tweedy, Browne Co LLC 0.25% Reduce -6.4% 20,891 $5.3M
Praxis Investment Management Inc. 0.33% No change 20,850 $5.3M
Gotham Asset Management 0.05% Add +57.0% 20,840 $5.3M
Vident Advisory, LLC 0.13% Add +30.8% 20,791 $5.3M
Concentric Capital Strategies, LP 0.33% Reduce -68.0% 20,723 $5.3M
Wambolt & Associates, LLC 1.42% Add +6.8% 20,422 $5.2M
Kintegral Advisory, LLC 0.47% Reduce -1.3% 20,313 $5.2M
HB Wealth Management, LLC 0.06% Add +16.0% 20,297 $5.2M
Patton Fund Management, Inc. 1.06% Reduce -5.1% 20,292 $5.1M
Conning Inc. 0.18% Reduce -9.2% 20,292 $5.1M
Chiron Investment Management, LLC 1.80% New 20,194 $5.1M
Shepherd Financial Partners LLC 0.62% Add +2.7% 20,159 $5.1M
Empirical Finance, LLC 0.30% Add +2.3% 20,115 $5.1M
Sterling Capital Management LLC 0.07% — 20,011 $5.1M
Vinva Investment Management Ltd 0.21% No change 20,049 $5.0M
Entropy Technologies, LP 0.52% Reduce -34.2% 19,665 $5.0M
Investment Management Corp of Ontario 0.11% Reduce -65.1% 19,432 $4.9M
NorthRock Partners, LLC 0.16% Add +1.0% 19,175 $4.9M
Pinnbrook Capital Management LP 1.46% Reduce -50.7% 19,010 $4.8M
Aubrey Capital Management Ltd 1.86% No change 19,000 $4.8M
Beck Mack & Oliver LLC 0.09% Add +0.2% 18,991 $4.8M
Park Avenue Securities LLC 0.05% Reduce -0.4% 18,861 $4.8M
Knights of Columbus Asset Advisors LLC 0.32% Reduce -2.7% 18,859 $4.8M
Sugarloaf Wealth Management, LLC 0.80% Reduce -1.8% 18,741 $4.8M
CIBC Private Wealth Group LLC 0.01% Reduce -2.0% 18,726 $4.8M
Zevenbergen Capital Investments LLC 0.10% Reduce -1.0% 18,715 $4.7M
Qsemble Capital Management, LP 0.87% Add +22.1% 18,696 $4.7M
Northwestern Mutual Investment Management Company, LLC 0.11% Reduce -0.4% 18,562 $4.7M
Regent Peak Wealth Advisors LLC 1.08% Add +0.3% 18,556 $4.7M
Ancora Advisors LLC 0.11% Reduce -3.6% 18,489 $4.7M
Assenagon Asset Management S.A. 0.01% Add +10.8% 18,371 $4.7M
South Dakota Investment Council 0.09% No change 18,328 $4.7M
Laird Norton Wetherby Wealth Management, LLC 0.21% Reduce -3.5% 18,310 $4.6M
Florida Trust Wealth Management Co 0.15% Add +17.0% 18,209 $4.6M
Eukles Asset Management 1.85% Add +1.3% 18,146 $4.6M
United Capital Financial Advisors, LLC 0.04% Add +10.6% 18,145 $4.6M
Lombard Odier Asset Management (Switzerland) SA 0.38% Add +11.2% 17,889 $4.5M
Evercore Wealth Management, LLC 0.07% Reduce -0.1% 17,828 $4.5M
D.A. Davidson & Co. 0.04% Add +2.2% 17,592 $4.5M
Capital Insight Partners, LLC 0.78% Add +0.6% 17,494 $4.4M
Aviance Capital Partners, LLC 0.58% Reduce -1.0% 17,453 $4.4M
Kentucky Retirement Systems Insurance Trust Fund 0.31% Reduce -8.2% 17,340 $4.4M
Vestmark Advisory Solutions, Inc. 0.16% Add +1.8% 17,338 $4.4M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.71% No change 17,300 $4.4M
Palestra Capital Management LLC 0.14% Reduce -18.7% 17,113 $4.3M
Security National Bank of Sioux City Iowa 2.63% New 17,000 $4.3M
Tokio Marine Asset Management Co. Ltd. 0.19% Add +2.6% 16,917 $4.3M
Gsa Capital Partners LLP 0.32% Reduce -33.4% 16,912 $4.3M
Sepio Capital, LP 0.33% Reduce -3.3% 16,902 $4.3M
CW Advisors, LLC 0.06% Add +83.4% 16,826 $4.3M
Hancock Whitney Corp. 0.14% Add +0.5% 16,825 $4.3M
Savant Capital, LLC 0.04% Add +76.9% 16,790 $4.3M
OneDigital Investment Advisors LLC 0.05% Reduce -16.8% 16,736 $4.2M
MPS Loria Financial Planners, LLC 1.26% No change 16,677 $4.2M
Annis Gardner Whiting Capital Advisors, LLC 1.19% Reduce -1.6% 16,651 $4.2M
LGT Fund Management Co Ltd. 0.44% Add +33.3% 16,591 $4.2M
J. Safra Sarasin Holding AG 0.07% Reduce -3.0% 16,624 $4.2M
Osprey Private Wealth LLC 2.95% — 16,615 $4.2M
Ostrum Asset Management 0.35% Add +22.4% 16,585 $4.2M
Cavalier Investments, LLC 1.29% Add +6.7% 16,570 $4.2M
First Hawaiian Bank 0.13% Reduce -10.7% 16,457 $4.2M
Greenfield Savings Bank 1.97% Reduce -0.4% 16,412 $4.2M
Paragon Advisors, LLC 1.35% Add +0.8% 16,338 $4.1M
Employees Retirement System of Texas 0.04% New 16,291 $4.1M
Ashton Thomas Private Wealth, LLC 0.22% Reduce -3.6% 16,208 $4.1M
Meiji Yasuda Asset Management Co Ltd. 0.16% Add +7.0% 16,119 $4.1M
Danica Pension, Livsforsikringsaktieselskab 0.08% Add +33.0% 16,114 $4.1M
Ossiam 0.08% Reduce -0.4% 15,898 $4.0M
Magnetar Financial LLC 0.10% Add +17.7% 15,651 $4.0M
&partners 0.08% Add +210.0% 15,519 $3.9M
Principal Securities, Inc. 0.10% Reduce -2.0% 15,494 $3.9M
Bailard, Inc. 0.10% Add +3.7% 15,371 $3.9M
Jones Financial Companies LLLP 0.00% Add +73.0% 15,462 $3.9M
Continuum Advisory, LLC 0.50% Add +11.5% 15,090 $3.9M
Van Eck Associates Corp. 0.00% Reduce -5.2% 15,672 $3.9M
Advisors Asset Management, Inc. 0.07% Add +29.8% 15,240 $3.9M
Wesbanco Bank Inc. 0.13% Reduce -0.4% 15,211 $3.9M
iA Global Asset Management Inc. 0.07% Add +2.7% 15,186 $3.9M
Donaldson Capital Management, LLC 0.15% Add +1.0% 15,167 $3.8M
Steward Partners Investment Advisory, LLC 0.04% Add +21.1% 15,143 $3.8M
Community Financial Services Group, LLC 0.78% Reduce -0.0% 15,003 $3.8M
ShankerValleau Wealth Advisors, Inc. 1.30% Add +7.1% 15,000 $3.8M
Boston Partners 0.00% Reduce -0.8% 14,881 $3.8M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.3% 14,846 $3.8M
St. Louis Trust Co 0.53% Reduce -13.8% 14,822 $3.8M
NorthCrest Asset Manangement, LLC 0.11% Add +4.3% 14,615 $3.7M
Advisory Services Network, LLC 0.08% No change 17,838 $3.7M
Caprock Group, LLC 0.13% Add +7.3% 14,547 $3.7M
AE Wealth Management LLC 0.03% Add +60.9% 14,520 $3.7M
Citizens Financial Group Inc. 0.07% Add +11.0% 14,381 $3.6M
Verition Fund Management LLC 0.03% Reduce -12.1% 14,182 $3.6M
Sabal Trust CO 0.20% Add +0.1% 14,172 $3.6M
Wealthcare Advisory Partners LLC 0.10% Add +1.9% 14,109 $3.6M
Hamilton Capital Partners Inc. 0.31% Add +2.1% 14,086 $3.6M
Horizon Investment Services, LLC 1.52% Add +169.0% 14,044 $3.6M
3Chopt Investment Partners, LLC 1.27% Reduce -0.3% 14,041 $3.6M
Banque Pictet & Cie SA 0.03% Add +25.8% 13,900 $3.5M
BNP Paribas 0.15% New 14,024 $3.5M
United Services Automobile Association 0.09% Reduce -17.2% 13,805 $3.5M
Algert Global LLC 0.09% New 13,754 $3.5M
Hardy Reed LLC 0.31% Reduce -0.8% 13,747 $3.5M
Monument Capital Management 0.96% Add +1.9% 13,718 $3.5M
Mission Wealth Management, LP 0.09% Add +4.7% 13,715 $3.5M
Blueshift Asset Management, LLC 0.86% Add +122.1% 13,616 $3.5M
Maren Capital LLC 0.28% No change 13,550 $3.4M
Alberta Investment Management Corp 0.03% Reduce -4.9% 13,500 $3.4M
Harvest Fund Management Co., Ltd 0.20% Reduce -2.5% 13,425 $3.4M
Westpac Banking Corp. 0.23% Add +151.4% 13,397 $3.4M
Apollon Wealth Management, LLC 0.10% Add +11.9% 13,343 $3.4M
First Bank & Trust 0.63% Add +0.5% 13,170 $3.3M
Eagle Rock Investment Company, LLC 0.56% Reduce -0.6% 13,069 $3.3M
Cinctive Capital Management LP 0.19% Reduce -50.2% 12,911 $3.3M
CPC Advisors, LLC 0.48% New 12,846 $3.3M
Diversify Wealth Management, LLC 0.31% New 13,148 $3.3M
RFG Advisory, LLC 0.10% Add +251.5% 12,743 $3.2M
Chesley Taft & Associates LLC 0.15% Add +2.8% 12,735 $3.2M
Bleakley Financial Group, LLC 0.10% Add +4.8% 12,731 $3.2M
Next Century Growth Investors LLC 0.26% Reduce -7.3% 12,672 $3.2M
Thoroughbred Financial Services, LLC 0.21% Add +62.1% 12,611 $3.2M
Beverly Hills Private Wealth, LLC 0.65% Reduce -14.9% 12,491 $3.2M
Lindenwold Advisors, INC 1.59% Reduce -1.3% 12,458 $3.2M
Lantz Financial LLC 0.86% Add +0.8% 12,449 $3.2M
Left Brain Wealth Management, LLC 1.46% Add +3.6% 12,346 $3.1M
CHB Investment Group, LLC 1.65% — 12,276 $3.1M
Signaturefd, LLC 0.06% Reduce -2.0% 12,259 $3.1M
Second Line Capital, LLC 0.84% Reduce -4.0% 12,126 $3.1M
Greenleaf Trust 0.03% Add +0.2% 12,058 $3.1M
Cohen Klingenstein LLC 0.11% No change 12,000 $3.0M
Private Advisor Group, LLC 0.02% Add +10.9% 11,958 $3.0M
Accretive Wealth Partners, LLC 1.27% Reduce -4.4% 11,944 $3.0M
Dorsey & Whitney Trust CO LLC 0.16% Add +147.5% 11,943 $3.0M
Clark Capital Management Group, Inc. 0.02% Add +587.7% 11,884 $3.0M
Liberty Capital Management, Inc. 0.67% Reduce -1.7% 11,863 $3.0M
Wilmington Savings Fund Society, FSB 0.05% Add +270.5% 11,833 $3.0M
CENTRAL TRUST Co 0.07% Add +14.8% 11,809 $3.0M
Harbor Capital Advisors, Inc. 0.13% Reduce -19.8% 11,794 $3.0M
Aigen Investment Management, LP 0.58% Add +57.0% 11,739 $3.0M
Legacy Wealth Asset Management, LLC 0.80% Reduce -2.5% 11,700 $3.0M
Barbara Oil Co. 1.20% No change 11,600 $2.9M
Baron Capital (BAMCO) 0.01% No change 11,600 $2.9M
Carroll Investors, Inc 1.93% Add +11.9% 11,614 $2.9M
Sigma Investment Counselors Inc. 0.17% Add +9.6% 11,566 $2.9M
Coyle Financial Counsel LLC 1.02% Reduce -0.6% 14,105 $2.9M
Exchange Traded Concepts, LLC 0.07% Add +98.0% 11,510 $2.9M
Sound View Wealth Advisors Group, LLC 0.24% Add +15.1% 11,474 $2.9M
Baker Avenue Asset Management, LP 0.09% Add +8.6% 11,440 $2.9M
Snowden Capital Advisors LLC 0.09% Reduce -7.0% 11,431 $2.9M
Accurate Wealth Management, LLC 0.58% New 11,510 $2.9M
TCW Group Inc. 0.03% Reduce -1.7% 11,304 $2.9M
Optas, LLC 0.66% Add +0.1% 11,266 $2.9M
Ballentine Partners, LLC 0.05% Add +1.4% 11,185 $2.8M
Bessemer Group Inc. 0.00% Add +2.4% 11,124 $2.8M
Sciencast Management LP 0.83% Reduce -2.9% 11,074 $2.8M
Summit Trail Advisors, LLC 0.07% Add +16.3% 10,975 $2.8M
Q3 Asset Management 0.65% Reduce -24.8% 10,973 $2.8M
Coldstream Capital Management Inc. 0.06% Add +9.6% 10,908 $2.8M
Mesirow Financial Investment Management, Inc. 0.05% Add +2.5% 10,821 $2.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -12.8% 10,783 $2.7M
Burney Co./ 0.10% Add +69.8% 10,762 $2.7M
Guardian Wealth Advisors, LLC / NC 0.30% Reduce -2.6% 10,761 $2.7M
V-Square Quantitative Management LLC 0.40% Add +8.5% 10,731 $2.7M
Highview Capital Management LLC 1.10% Reduce -17.9% 10,701 $2.7M
Dynamic Technology Lab Private Ltd 0.28% Add +381.0% 10,601 $2.7M
Private Trust Co. NA 0.27% Reduce -1.3% 10,500 $2.7M
Syon Capital LLC 0.24% Reduce -0.4% 10,473 $2.7M
CHICAGO TRUST Co NA 0.48% Add +3.6% 10,465 $2.7M
TD Private Client Wealth LLC 0.08% Add +1.0% 10,451 $2.7M
Kestra Private Wealth Services, LLC 0.05% Reduce -8.0% 10,434 $2.6M
Tremblant Capital Group 0.30% Reduce -15.8% 10,340 $2.6M
Joseph Group Capital Management 1.00% Reduce -2.9% 10,291 $2.6M
Virtu Financial LLC 0.14% New 10,112 $2.6M
Lido Advisors, LLC 0.02% Add +16.3% 10,098 $2.6M
Pinnacle Associates Ltd. 0.04% Add +1.4% 16,065 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -9.7% 10,058 $2.6M
Parallel Advisors, LLC 0.06% Add +13.4% 10,040 $2.5M
Meeder Advisory Services, Inc. 0.16% Add +0.2% 10,027 $2.5M
Silvant Capital Management LLC 0.11% Reduce -11.3% 10,024 $2.5M
Cyndeo Wealth Partners, LLC 0.18% New 10,003 $2.5M
Jacobs Asset Management, LLC 1.68% Reduce -20.0% 10,000 $2.5M
Waterloo Capital, L.P. 0.27% Reduce -3.8% 9,707 $2.5M
Ted Buchan & Co 1.17% Add +15.7% 9,704 $2.5M
Bank of Stockton 0.74% Reduce -3.4% 9,625 $2.4M
Cunning Capital Partners, LP 1.24% No change 9,365 $2.4M
Glenview Trust Co 0.05% Reduce -1.5% 9,319 $2.4M
Cullen Investment Group, LTD. 0.35% Reduce -4.0% 9,276 $2.4M
Profund Advisors LLC 0.09% Add +5.3% 9,271 $2.4M
Abn Amro Investment Solutions 0.04% Add +3.3% 9,233 $2.3M
Twinbeech Capital LP 0.04% New 9,229 $2.3M
Nomura Holdings Inc. 0.02% Reduce -57.7% 9,176 $2.3M
DoubleLine ETF Adviser LP 0.57% Reduce -6.1% 9,174 $2.3M
Councilmark Asset Management, LLC 1.56% No change 9,137 $2.3M
Nvest Financial, LLC 1.32% Reduce -1.2% 9,102 $2.3M
Stratos Wealth Advisors, LLC 0.11% Reduce -0.5% 9,031 $2.3M
Smith Group Asset Management, LLC 0.19% Add +41.7% 8,969 $2.3M
Harfst & Associates, Inc. 0.51% Add +22.6% 8,949 $2.3M
Moloney Securities Asset Management, LLC 0.30% Add +7.0% 8,905 $2.3M
Qtron Investments LLC 0.30% Add +37.4% 8,703 $2.2M
SteelPeak Wealth, LLC 0.10% Add +739.9% 8,693 $2.2M
Horizon Investments, LLC 0.06% Reduce -10.0% 8,677 $2.2M
Sheaff Brock Investment Advisors, LLC 0.19% Add +355.5% 8,654 $2.2M
Fisher Asset Management 0.00% Reduce -6.4% 8,643 $2.2M
HighPoint Advisor Group LLC 0.13% Reduce -17.6% 8,640 $2.2M
Western Wealth Management, LLC 0.12% Add +53.2% 8,619 $2.2M
ClariVest Asset Management LLC 0.22% No change 10,516 $2.2M
Wolverine Trading, LLC 0.06% Add +61.7% 8,689 $2.2M
Scotia Capital Inc. 0.01% Reduce -1.4% 8,524 $2.2M
Moneta Group Investment Advisors LLC 0.03% Reduce -8.0% 8,430 $2.1M
Axecap Investments, LLC 1.62% — 8,408 $2.1M
TCTC Holdings, LLC 0.07% No change 8,381 $2.1M
Signal Advisors Wealth, LLC 0.30% New 8,355 $2.1M
Lineweaver Wealth Advisors, LLC 0.40% Reduce -3.8% 8,307 $2.1M
Spire Wealth Management 0.07% Add +393.1% 8,264 $2.1M
WealthBridge Capital Management, LLC 0.60% Add +1.9% 8,243 $2.1M
TriaGen Wealth Management LLC 0.70% Add +202.7% 8,198 $2.1M
Canandaigua National Bank & Trust Co. 0.20% Reduce -15.8% 8,068 $2.0M
SkyView Investment Advisors, LLC 0.34% Add +2.2% 8,054 $2.0M
Oppenheimer & Co. Inc. 0.03% Reduce -24.2% 8,052 $2.0M
LMCG Investments, LLC 0.12% Add +0.5% 8,041 $2.0M
Seven Eight Capital, LP 0.18% Reduce -27.1% 7,990 $2.0M
Sand Hill Global Advisors, LLC 0.09% Add +1.8% 7,974 $2.0M
Highland Capital Management, LLC 0.12% Reduce -3.6% 7,958 $2.0M
FJ Capital Management LLC 0.21% Reduce -27.9% 7,948 $2.0M
Meridian Wealth Management, LLC 0.10% New 7,833 $2.0M
ForthRight Wealth Management, LLC 0.66% No change 7,824 $2.0M
Townsquare Capital LLC 0.02% Add +90.9% 7,813 $2.0M
Terra Nova Asset Management LLC 1.47% New 7,790 $2.0M
Centiva Capital, LP 0.09% Add +73.4% 7,670 $1.9M
Coastline Trust Co 0.23% No change 7,605 $1.9M
Caxton Associates LP 0.09% Add +170.3% 7,580 $1.9M
Frank, Rimerman Advisors LLC 0.14% Add +0.3% 7,567 $1.9M
Great Lakes Advisors, LLC 0.02% Add +33.4% 7,551 $1.9M
Winslow Asset Management Inc. 0.35% No change 7,532 $1.9M
Encompass Wealth Advisors, LLC 0.48% No change 7,500 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Add +0.1% 7,465 $1.9M
GAMMA Investing LLC 0.19% Add +28.9% 7,380 $1.9M
Allworth Financial LP 0.01% Add +7.0% 7,313 $1.9M
Ritholtz Wealth Management 0.06% Add +5.4% 7,270 $1.8M
Pacific Sage Partners, LLC 0.44% No change 7,206 $1.8M
Geller Advisors LLC 0.13% Add +0.7% 7,175 $1.8M
Wedmont Private Capital 0.10% Add +8.1% 7,399 $1.8M
Tiaa Trust, National Association 0.01% Add +19.7% 7,106 $1.8M
Quadrant Capital Group LLC 0.12% Add +1.1% 7,085 $1.8M
Penserra Capital Management LLC 0.04% Add +71.6% 7,076 $1.8M
Dorsey Wright & Associates 0.42% Reduce -0.3% 7,040 $1.8M
Harvey Investment Co. LLC 0.20% No change 7,000 $1.8M
Venture Visionary Partners LLC 0.08% Reduce -1.2% 6,863 $1.7M
Connecticut Wealth Management, LLC 0.08% Add +0.5% 6,859 $1.7M
Aaron Wealth Advisors LLC 0.21% Add +11.3% 6,828 $1.7M
McKinley Carter Wealth Services, Inc. 0.10% Add +0.1% 6,818 $1.7M
Kingswood Wealth Advisors, LLC 0.12% Add +17.9% 6,766 $1.7M
Machina Capital S.A.S. 0.68% Reduce -26.3% 6,708 $1.7M
Fifth Third Wealth Advisors LLC 0.10% Reduce -0.4% 6,684 $1.7M
Trust Asset Management LLC 0.14% No change 6,672 $1.7M
Dearborn Partners LLC 0.07% Add +2.3% 6,666 $1.7M
Cadence Bank 0.12% Reduce -1.6% 6,663 $1.7M
Lake Street Advisors Group, LLC 0.08% Reduce -0.2% 6,642 $1.7M
Farmers Trust Co. 0.31% Reduce -1.7% 6,621 $1.7M
Advisor OS, LLC 0.17% Add +1.1% 6,613 $1.7M
Checchi Capital Advisers, LLC 0.12% Reduce -0.4% 6,539 $1.7M
Cumberland Partners Ltd 0.11% Add +116.7% 6,500 $1.6M
Arlington Trust Co LLC 0.36% No change 6,491 $1.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Reduce -20.9% 6,488 $1.6M
Arjuna Capital 0.42% New 6,425 $1.6M
Smith Salley Wealth Management 0.11% Add +2.4% 6,423 $1.6M
Wealthspire Advisors, LLC 0.02% Reduce -24.4% 6,420 $1.6M
Ironwood Investment Management LLC 0.79% Reduce -4.7% 6,406 $1.6M
Centaurus Financial, Inc. 0.10% Reduce -0.5% 6,332 $1.6M
Rinkey Investments 0.52% No change 6,330 $1.6M
First Western Trust Bank 0.07% Reduce -9.5% 6,286 $1.6M
GeoWealth Management, LLC 0.06% Reduce -17.0% 6,247 $1.6M
PGGM Investments 0.02% New 6,234 $1.6M
Mezzasalma Advisors, LLC 0.61% Add +28.9% 6,089 $1.5M
Riverwater Partners LLC 0.77% Reduce -10.6% 6,058 $1.5M
Cigna Investments Inc. 0.27% Reduce -1.6% 6,042 $1.5M
Merit Financial Group, LLC 0.03% Reduce -18.1% 6,027 $1.5M
Haverford Trust Co 0.01% Add +6.2% 5,990 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +4.8% 5,945 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.7% 5,968 $1.5M
Donoghue Forlines LLC 0.43% Reduce -16.8% 5,960 $1.5M
Schechter Investment Advisors, LLC 0.11% Add +5.6% 5,913 $1.5M
Summit Asset Management, LLC 0.17% No change 5,895 $1.5M
AXS Investments LLC 0.40% Reduce -10.3% 5,881 $1.5M
MBM Wealth Consultants, LLC 0.47% Add +7.1% 5,873 $1.5M
TAGStone Capital, Inc. 0.76% Add +0.1% 5,870 $1.5M
Lecap Asset Management Ltd. 0.32% Reduce -72.9% 5,827 $1.5M
Prospera Financial Services Inc 0.04% Add +0.3% 5,768 $1.5M
Sigma Planning Corp 0.04% Add +0.2% 5,762 $1.5M
Farther Finance Advisors, LLC 0.05% Reduce -6.3% 5,736 $1.5M
Bridgeway Capital Management, LLC 0.03% Reduce -5.3% 5,700 $1.4M
Sapient Capital LLC 0.03% New 5,692 $1.4M
Asset Dedication, LLC 0.10% Reduce -2.2% 5,611 $1.4M
Orleans Capital Management Corp. 0.80% Add +0.4% 5,582 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +1.7% 5,577 $1.4M
Buckley Wealth Management, LLC 0.44% Add +1.1% 5,575 $1.4M
Nilsine Partners, LLC 0.18% Reduce -7.6% 5,568 $1.4M
Fulton Bank, N.A. 0.05% Reduce -4.7% 5,558 $1.4M
Concurrent Investment Advisors, LLC 0.04% Add +11.3% 5,525 $1.4M
Berkshire Asset Management LLC 0.07% No change 6,727 $1.4M
Freemont Management S.A. 0.73% No change 5,500 $1.4M
SageView Advisory Group, LLC 0.07% Reduce -35.7% 5,492 $1.4M
Pinnacle Financial Partners Inc 0.03% Add +8.4% 5,474 $1.4M
Mather Group, Llc. 0.02% Reduce -47.9% 5,467 $1.4M
Armor Investment Advisors, LLC 0.57% No change 5,441 $1.4M
United Advisor Group, LLC 0.31% Add +10.4% 5,429 $1.4M
Great Lakes Retirement, Inc. 0.18% Add +1327.1% 5,423 $1.4M
Pallas Capital Advisors LLC 0.06% Add +121.3% 5,503 $1.4M
Strategic Wealth Partners, Ltd. 0.13% Add +13.4% 5,319 $1.3M
iSAM Funds (UK) Ltd 0.76% New 5,273 $1.3M
Tyler-Stone Wealth Management 0.25% Add +100.0% 5,245 $1.3M
Lindbrook Capital, LLC 0.12% Reduce -1.3% 5,235 $1.3M
Advisors Capital Management, LLC 0.02% Reduce -3.4% 5,189 $1.3M
Crawford Investment Counsel Inc. 0.02% No change 5,180 $1.3M
Headlands Technologies LLC 0.15% Add +963.2% 5,146 $1.3M
Insigneo Advisory Services, LLC 0.13% Reduce -22.5% 5,143 $1.3M
Cynosure Group, LLC 0.19% Add +153.1% 5,132 $1.3M
USA Financial Formulas 0.20% Reduce -2.8% 5,108 $1.3M
Congress Asset Management Co. 0.01% No change 5,070 $1.3M
Evergreen Capital Management LLC 0.04% Add +1.6% 5,066 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.17% Add +2.4% 5,044 $1.3M
Proathlete Wealth Management LLC 0.52% Add +0.0% 5,011 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -21.3% 5,022 $1.3M
Gifford Fong Associates 0.32% No change 5,000 $1.3M
Parkside Financial Bank & Trust 0.18% Add +0.2% 4,998 $1.3M
Forum Financial Management, LP 0.02% Add +0.1% 4,967 $1.3M
Yarbrough Capital, LLC 0.05% Reduce -38.1% 4,966 $1.3M
Compass Ion Advisors, LLC 0.15% Reduce -0.5% 4,953 $1.3M
Silver Oak Securities, Incorporated 0.13% Add +299.7% 4,924 $1.2M
Procyon Advisors, LLC 0.08% Reduce -18.5% 4,865 $1.2M
Sumitomo Life Insurance Co. 0.02% Add +2.8% 4,855 $1.2M
Park Edge Advisors, LLC 0.35% Add +47.1% 4,826 $1.2M
Northern Financial Advisors Inc 0.93% No change 4,821 $1.2M
Azimuth Capital Investment Management LLC 0.05% Reduce -16.9% 4,820 $1.2M
Compound Planning, Inc. 0.08% Add +4.5% 4,815 $1.2M
Knollwood Investment Advisory, LLC 0.13% No change 4,770 $1.2M
Renaissance Investment Group LLC 0.25% No change 4,754 $1.2M
IHT Wealth Management, LLC 0.03% Add +55.3% 4,740 $1.2M
Legacy Financial Advisors, Inc. 0.20% Add +3.9% 4,743 $1.2M
Graypoint LLC 0.08% Add +12.6% 4,732 $1.2M
CoreCap Advisors, LLC 0.06% New 4,707 $1.2M
Allen Investment Management, LLC 0.01% Add +92.6% 4,707 $1.2M
Park Place Capital Corp 0.34% Add +32.1% 4,706 $1.2M
National Wealth Management Group, LLC 0.81% New 4,699 $1.2M
Blue Trust, Inc. 0.02% Add +92.3% 5,722 $1.2M
Acima Private Wealth, LLC 0.40% No change 4,680 $1.2M
Fiduciary Trust Co 0.02% Reduce -0.4% 4,662 $1.2M
Catalyst Financial Partners LLC 0.23% Reduce -1.9% 4,662 $1.2M
Geneva Partners, LLC 0.51% No change 4,651 $1.2M
Convergence Investment Partners, LLC 0.32% Add +30.1% 4,650 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -0.4% 4,610 $1.2M
DAVENPORT & Co LLC 0.01% Add +9.4% 4,607 $1.2M
Twin Tree Management, LP 0.03% New 4,574 $1.2M
WP Advisors, LLC 0.42% Reduce -7.9% 4,517 $1.1M
Heartland Bank & Trust Co 0.62% Reduce -3.4% 4,507 $1.1M
Nicolet Advisory Services, LLC 0.11% Add +4.2% 4,490 $1.1M
CNB Bank 0.52% Reduce -4.5% 4,460 $1.1M
Belpointe Asset Management LLC 0.07% Add +18.3% 4,455 $1.1M
Napa Wealth Management 0.53% New 4,444 $1.1M
Foster & Motley Inc. 0.07% Reduce -7.8% 4,411 $1.1M
Equitable Holdings, Inc. 0.01% Add +30.6% 4,373 $1.1M
Inlet Private Wealth, LLC 0.28% No change 4,343 $1.1M
Whittier Trust Co. 0.01% Add +1.9% 4,343 $1.1M
Summit Financial, LLC 0.04% Add +18.2% 4,339 $1.1M
Intrust Bank NA 0.11% Add +0.3% 4,333 $1.1M
IFP Advisors, Inc 0.04% Reduce -6.6% 4,330 $1.1M
American Trust 0.09% No change 4,304 $1.1M
Viawealth, LLC 0.64% No change 4,296 $1.1M
Kenora Financial, LLC 0.43% Add +2.1% 4,275 $1.1M
Maven Securities LTD 0.12% Add +47.8% 4,272 $1.1M
Cooper Financial Group 0.14% Add +3.0% 4,242 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -1.4% 4,240 $1.1M
Dark Forest Capital Management LP 0.14% New 4,176 $1.1M
WealthTrust Asset Management, LLC 0.79% Reduce -6.2% 4,169 $1.1M
CX Institutional 0.05% Reduce -15.6% 4,153 $1.1M
Clarus Group, Inc. 0.44% Add +45.1% 4,149 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -15.7% 4,137 $1.0M
Clarius Group, LLC 0.07% Reduce -3.0% 4,135 $1.0M
Virtus Advisers, LLC 0.49% Add +5.8% 4,105 $1.0M
Marino, Stram & Associates LLC 0.23% Reduce -19.7% 4,071 $1.0M
Aster Capital Management (DIFC) Ltd 0.22% — 4,051 $1.0M
Fidelis Capital Partners, LLC 0.12% Reduce -4.0% 4,142 $1.0M
Perigon Wealth Management, LLC 0.03% Add +9.9% 4,025 $1.0M
Angeles Wealth Management, LLC 0.09% Add +0.9% 4,025 $1.0M
Letson Investment Management, Inc. 0.40% No change 4,000 $1.0M
HighVista Strategies LLC 0.35% New 4,000 $1.0M
Valeo Financial Advisors, LLC 0.03% Add +5.7% 3,966 $1.0M
Cullinan Associates Inc. 0.06% No change 4,000 $1.0M
Premier Path Wealth Partners, LLC 0.16% Reduce -0.4% 3,944 $1.0M
Camarda Financial Advisors, LLC 0.37% Add +12.4% 3,942 $1.0M
Vest Financial, LLC 0.02% New 3,467 $1000K
Kestra Investment Management, LLC 0.04% Add +11.8% 3,918 $994K
Dynamic Advisor Solutions LLC 0.03% Add +188.9% 3,918 $994K
BTC Capital Management, Inc. 0.09% Reduce -11.6% 3,893 $988K
Veltria Advisors Corp. 0.39% Reduce -3.4% 3,882 $985K
Moors & Cabot, Inc. 0.05% Add +168.9% 3,848 $976K
Loomis Sayles & Co. L P 0.00% Add +638.4% 3,825 $971K
GTS Securities LLC 0.02% Reduce -60.3% 3,813 $968K
Simon Quick Advisors, LLC 0.06% Add +20.4% 3,801 $965K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -0.3% 3,784 $960K
Axq Capital, LP 0.29% Reduce -75.8% 3,781 $959K
MJP Associates Inc. 0.18% Add +9.6% 3,776 $958K
Hohimer Wealth Management, LLC 0.20% Add +2.6% 3,753 $952K
Disciplined Equity Management, Inc. 0.60% Reduce -7.0% 3,720 $944K
Focus Partners Advisor Solutions, LLC 0.02% Add +48.2% 3,708 $941K
CFO4Life Group, LLC 0.17% Add +251.8% 3,705 $940K
Prosperity Consulting Group, LLC 0.07% Add +13.1% 3,669 $931K
Nwam LLC 0.06% New 3,662 $929K
Nixon Peabody Trust Co. 0.08% No change 3,660 $929K
Kesler, Norman & Wride, LLC 0.18% New 3,655 $927K
Shelton Wealth Management, LLC 0.52% Add +1.9% 3,637 $923K
JSF Financial, LLC 0.27% Add +14.7% 3,635 $922K
Beacon Financial Group 0.10% Add +1.3% 3,634 $922K
Freedom Day Solutions, LLC 0.29% Reduce -5.5% 3,619 $918K
CWA Asset Management Group, LLC 0.05% — 3,607 $915K
O'Neil Global Advisors, Inc. 0.23% New 3,600 $914K
Kohmann Bosshard Financial Services, LLC 0.11% No change 3,600 $914K
LYNX Capital Group Ltd. 0.59% No change 3,594 $912K
Ellevest, Inc. 0.05% Reduce -0.7% 3,593 $912K
Howard Capital Management, LLC 0.01% New 3,593 $912K
Baldwin Wealth Partners LLC 0.06% Add +4.9% 3,564 $904K
180 Wealth Advisors, LLC 0.14% Reduce -0.9% 3,547 $900K
OMNI 360 Wealth, Inc. 0.62% Add +17.3% 3,535 $897K
Legacy Advisors, LLC 0.10% Add +103.0% 3,525 $894K
Defined Wealth Management, LLC 0.58% Add +0.4% 3,518 $893K
Aviso Financial Inc. 0.04% Reduce -40.7% 3,512 $891K
Peak Asset Management, LLC 0.17% No change 3,483 $884K
Seed Wealth Management, Inc. 0.70% No change 3,437 $872K
Prentiss Smith & Co. Inc. 0.56% No change 3,429 $870K
Essex Financial Services, Inc. 0.06% Add +35.0% 3,475 $863K
Flagship Harbor Advisors, LLC 0.05% Add +0.0% 3,375 $856K
Woodmont Investment Counsel LLC 0.06% Reduce -2.0% 3,354 $851K
Fluent Financial, LLC 0.41% Reduce -16.5% 3,349 $850K
Brooklyn Investment Group 0.28% Add +12.1% 3,329 $845K
Everhart Financial Group, Inc. 0.19% Add +60.0% 3,329 $845K
Gilliland Jeter Wealth Management LLC 0.27% Reduce -0.8% 3,319 $842K
Scharf Investments, LLC 0.02% Reduce -4.6% 3,314 $841K
IRON Financial LLC 0.46% New 3,307 $839K
World Investment Advisors 0.03% Add +99.0% 3,307 $839K
Balefire, LLC 0.28% Add +34.7% 3,297 $837K
Smartleaf Asset Management LLC 0.10% Add +89.7% 3,330 $836K
West Family Investments, Inc. 0.28% Add +0.5% 3,278 $832K
Mutual Advisors, LLC 0.02% Add +5.0% 3,358 $829K
Capital Investment Advisory Services, LLC 0.08% No change 3,257 $826K
Arkadios Wealth Advisors 0.05% Add +113.8% 3,247 $824K
Alpha DNA Investment Management LLC 0.45% New 3,241 $822K
Avior Wealth Management, LLC 0.03% Add +3.1% 3,221 $817K
Northwest Bancshares, Inc. 0.14% Reduce -1.5% 3,219 $817K
Win Advisors, Inc. 0.38% New 3,214 $816K
Independent Financial Group, LLC 0.03% Reduce -41.8% 3,176 $806K
Center for Financial Planning, Inc. 0.11% Reduce -5.7% 3,171 $805K
Covenant Partners, LLC 0.23% Add +7.8% 3,165 $803K
Balanced Wealth Group LLC 0.36% Add +0.0% 3,163 $803K
Fairway Wealth LLC 0.41% Reduce -14.4% 3,153 $800K
Renaissance Group LLC 0.03% Reduce -4.8% 3,150 $799K
Occudo Quantitative Strategies LP 0.14% New 3,128 $794K
Oak Thistle LLC 0.26% New 3,122 $792K
Beaumont Financial Advisors, LLC 0.06% Add +2.0% 3,121 $792K
Sage Mountain Advisors LLC 0.07% Add +6.7% 3,118 $791K
Keel Point, LLC 0.07% Reduce -0.3% 3,113 $790K
Sargent Investment Group, LLC 0.14% No change 3,110 $789K
Ashford Capital Management Inc. 0.10% New 3,074 $780K
Avestar Capital, LLC 0.08% Add +7.4% 3,070 $779K
Global Retirement Partners, LLC 0.02% Add +11.9% 3,070 $779K
Family Manage LLC 0.13% No change 3,043 $772K
Counterpoint Mutual Funds LLC 0.15% New 3,041 $772K
Versor Investments LP 0.12% Add +200.5% 3,005 $763K
Linden Thomas Advisory Services, LLC 0.10% Add +32.3% 3,004 $762K
Stevens Capital Management LP 0.11% Reduce -62.9% 2,970 $754K
Vaughan David Investments LLC 0.02% Reduce -14.8% 2,968 $753K
Claro Advisors Inc. 0.10% Add +117.2% 2,952 $749K
Capital International Sarl 0.02% Add +54.2% 2,951 $749K
Alera Investment Advisors, LLC 0.09% Add +0.9% 2,947 $748K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.21% No change 2,940 $746K
Brighton Jones LLC 0.03% Reduce -0.1% 2,935 $745K
Commerzbank Aktiengesellschaft 0.02% Add +47.6% 2,921 $742K
Voya Financial Advisors, Inc. 0.08% Reduce -3.2% 2,951 $741K
Harbour Trust & Investment Management Co 0.08% No change 2,900 $736K
Marex Group Ltd 0.02% Reduce -12.5% 2,900 $736K
Virtue Capital Management, LLC 0.15% Reduce -8.5% 2,896 $735K
Trail Ridge Investment Advisors, LLC 0.35% Reduce -3.2% 2,971 $735K
Affinity Investment Advisors, LLC 0.50% New 2,878 $730K
Vise Technologies, Inc. 0.09% New 2,874 $729K
Astoria Portfolio Advisors LLC. 0.25% Add +4.5% 2,863 $727K
Fiduciary Group, LLC 0.07% Reduce -3.9% 2,864 $727K
AlphaCore Capital LLC 0.16% Add +59.3% 2,841 $721K
Sentry Investment Management LLC 0.30% No change 2,838 $720K
Sky Investment Group LLC 0.13% Reduce -12.4% 2,820 $716K
Hillsdale Investment Management Inc. 0.06% Reduce -14.0% 2,820 $716K
First National Trust Co 0.03% Reduce -6.7% 2,818 $715K
Gryphon Financial Partners LLC 0.10% Add +5.1% 2,803 $711K
Great Valley Advisor Group, Inc. 0.02% Add +67.2% 2,788 $707K
Hartford Funds Management Co LLC 0.07% Reduce -8.2% 2,785 $707K
Symphony Financial Services, Inc. 0.60% No change 2,776 $705K
Flputnam Investment Management Co. 0.01% Add +0.8% 2,767 $702K
Western Financial Corp 0.39% New 2,737 $695K
Lakeridge Wealth Management LLC 0.38% Reduce -2.4% 2,730 $693K
Ameritas Advisory Services, LLC 0.03% Reduce -53.8% 2,730 $693K
Koshinski Asset Management, Inc. 0.06% Reduce -1.8% 2,686 $682K
Concourse Financial Group Securities, Inc. 0.04% Add +1.9% 2,683 $681K
PDS Planning, Inc 0.06% Reduce -0.4% 2,678 $680K
Manchester Capital Management LLC 0.08% Add +2.9% 2,671 $678K
Kuhn & Co Investment Counsel 0.58% No change 2,666 $677K
One Capital Management, LLC 0.02% Add +2.1% 2,660 $675K
Empower Advisory Group, LLC 0.00% Add +65.8% 2,645 $671K
Catalina Capital Group, LLC 0.23% Add +17.0% 2,638 $669K
Verdad Advisers, LP 0.89% Reduce -24.8% 2,623 $666K
Crestwood Advisors Group, LLC 0.01% Add +15.3% 2,622 $665K
Morningstar Investment Services LLC 0.01% Add +14.7% 2,603 $654K
Waverly Advisors, LLC 0.01% Reduce -16.2% 2,569 $652K
Asahi Life Asset Management Co., LTD. 0.39% Add +101.2% 2,535 $643K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.4% 2,520 $639K
Impact Partnership Wealth, LLC 0.14% Reduce -3.4% 2,517 $639K
CWS Financial Advisors, LLC 0.22% No change 2,502 $635K
Gerber, LLC 0.47% No change 2,500 $634K
Mount Lucas Management LP 0.22% Add +2.4% 2,493 $633K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 2,491 $632K
Bison Wealth, LLC 0.10% Add +1.2% 2,488 $631K
Axxcess Wealth Management, LLC 0.02% Reduce -59.1% 2,480 $629K
Significant Wealth Partners LLC 0.33% Add +8.3% 2,478 $629K
Journey Strategic Wealth LLC 0.02% Add +12.6% 2,458 $624K
Icon Wealth Advisors, LLC 0.05% Add +2.7% 2,457 $623K
Relyea Zuckerberg Hanson LLC 0.09% Add +3.4% 2,456 $623K
Orgel Wealth Management, LLC 0.02% No change 2,455 $623K
EP Wealth Advisors, LLC 0.01% Add +29.2% 2,444 $620K
Bridgefront Capital, LLC 0.24% New 2,440 $619K
Selective Wealth Management, Inc. 0.26% Reduce -19.5% 2,468 $615K
Gateway Investment Advisers LLC 0.01% Add +33.6% 2,407 $611K
Trust Co. of Vermont 0.03% Add +0.8% 2,380 $604K
Level Four Advisory Services, LLC 0.03% Add +31.6% 2,473 $601K
Everpar Advisors LLC 0.31% Reduce -20.1% 2,363 $600K
Oxford Asset Management LLP 0.50% New 2,353 $597K
International Assets Investment Management, LLC 0.05% Add +17.4% 2,350 $596K
Red Door Wealth Management, LLC 0.10% Reduce -0.5% 2,348 $596K
Valmark Advisers, Inc. 0.01% Reduce -20.8% 2,345 $595K
Savvy Advisors, Inc. 0.12% New 2,337 $593K
OneAscent Financial Services LLC 0.43% New 2,335 $592K
Gries Financial LLC 0.11% Reduce -0.7% 2,330 $591K
McElhenny Sheffield Capital Management, LLC 0.19% New 2,319 $588K
L2 Asset Management, LLC 0.16% Add +3.5% 2,316 $588K
Phillips Wealth Planners LLC 0.56% Reduce -10.3% 2,295 $586K
Waddell & Associates, LLC 0.07% No change 2,309 $586K
KPP Advisory Services LLC 0.14% Reduce -2.8% 2,301 $584K
Willow Creek Wealth Management Inc. 0.06% Reduce -4.8% 2,291 $581K
Lion Street Advisors, LLC 0.20% Reduce -0.6% 2,289 $581K
Hilltop Holdings Inc. 0.04% New 2,287 $580K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +3.3% 2,282 $579K
MRA Advisory Group 0.31% Add +45.4% 2,258 $573K
First Heartland Consultants, Inc. 0.06% Add +3.6% 2,253 $572K
First Affirmative Financial Network 0.31% Add +14.3% 2,242 $569K
Union Heritage Capital, LLC 0.21% No change 2,238 $568K
Stockman Wealth Management, Inc. 0.09% Reduce -0.0% 2,230 $566K
KG Capital Management 0.18% Add +31.1% 2,219 $563K
United Community Bank 0.22% Add +21.9% 2,214 $562K
Jacobi Capital Management LLC 0.04% Reduce -0.1% 2,208 $560K
Kolinsky Wealth Management, LLC 0.36% Reduce -5.5% 2,206 $560K
J. W. Coons Advisors, LLC 0.10% No change 2,200 $558K
Orrstown Financial Services Inc. 0.16% Add +31.3% 2,186 $555K
Bellecapital International Ltd. 0.11% Reduce -40.6% 2,182 $554K
Capital Analysts, LLC 0.02% Add +20.4% 2,176 $552K
First Horizon Advisors, Inc. 0.02% Reduce -0.7% 2,169 $550K
Souders Financial Advisors 0.08% Reduce -7.0% 2,169 $550K
King Luther Capital Management Corp. 0.00% Reduce -0.9% 2,153 $546K
Drive Wealth Management, LLC 0.14% Add +2.9% 2,153 $546K
9258 Wealth Management, LLC 0.08% Reduce -2.7% 2,132 $541K
Encompass More Asset Management 0.21% Reduce -25.9% 2,131 $541K
Graham Capital Management, L.P. 0.03% Reduce -92.8% 2,127 $540K
RAM Investment Partners, LLC 0.14% Add +0.8% 2,124 $539K
Kathmere Capital Management, LLC 0.05% Add +10.5% 2,123 $539K
Prelude Capital Management, LLC 0.04% Reduce -37.3% 2,113 $536K
FWG Investments, LLC. 0.46% Add +11.1% 2,105 $534K
Fiera Capital Corp 0.00% Add +1.2% 2,101 $533K
Wall Street Financial Group, Inc. 0.56% Reduce -6.8% 2,095 $532K
Inspire Advisors, LLC 0.06% New 2,094 $531K
MCF Advisors LLC 0.04% Reduce -0.1% 2,076 $527K
Synovus Financial Corp. 0.01% Add +6.4% 2,069 $525K
BSW Wealth Partners 0.08% Add +75.3% 2,067 $524K
Inceptionr LLC 0.13% Add +29.5% 2,056 $522K
Belmont Capital, LLC 0.09% No change 2,049 $520K
Allred Capital Management, LLC 0.20% Reduce -3.4% 2,044 $519K
First Citizens Bank & Trust Co. 0.01% Reduce -0.5% 2,036 $517K
Strategic Investment Advisors / MI 0.06% Reduce -15.0% 2,023 $513K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.3% 2,020 $513K
Contravisory Investment Management, Inc. 0.11% Add +1.1% 2,010 $510K
Kingsview Wealth Management, LLC 0.01% Add +20.1% 2,001 $508K
Harbert Fund Advisors, LLC 0.41% Reduce -20.0% 2,000 $508K
Factorial Partners, LLC 0.29% No change 2,000 $508K
New Century Financial Group, LLC 0.18% Add +7.4% 1,980 $502K
Cidel Asset Management Inc. 0.04% Reduce -12.8% 1,979 $502K
Cannell & Spears LLC 0.01% New 1,975 $501K
Personal Cfo Solutions, LLC 0.07% Reduce -7.0% 1,967 $499K
Leavell Investment Management, Inc. 0.02% Reduce -6.8% 1,942 $493K
Interchange Capital Partners, LLC 0.17% Reduce -0.3% 1,931 $491K
Lewis Asset Management, LLC 0.36% Reduce -4.9% 1,932 $490K
Oarsman Capital, Inc. 0.09% Reduce -3.0% 1,929 $490K
Stonehearth Capital Management, LLC 0.19% No change 1,923 $488K
Atom Investors LP 0.05% Reduce -87.2% 1,918 $487K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +1.9% 1,913 $485K
Waters Parkerson & Co., LLC 0.02% Add +34.6% 1,906 $484K
Basswood Capital Management, L.L.C. 0.02% No change 1,899 $482K
Secure Asset Management, LLC 0.08% Add +4.5% 1,898 $482K
Front Row Advisors LLC 0.17% Reduce -17.1% 1,894 $481K
Focus Financial Network, Inc. 0.02% Add +0.1% 1,886 $478K
Stratos Investment Management, LLC 0.03% Add +1.4% 1,853 $470K
Robertson Stephens Wealth Management, LLC 0.02% Add +32.2% 1,853 $470K
Owen LaRue, LLC 0.25% New 1,851 $470K
Bernardo Wealth Planning LLC 0.11% Add +0.1% 1,865 $469K
Boothbay Fund Management, LLC 0.02% New 1,819 $462K
Knuff & Co LLC 0.14% No change 1,816 $461K
Oxford Financial Group, LTD. LLC 0.03% Reduce -29.3% 1,813 $460K
DGS Capital Management, LLC 0.12% New 1,806 $458K
Fidelity D & D Bancorp Inc. 0.30% Reduce -4.2% 1,806 $458K
Wealth Management Associates, Inc. 0.20% Add +0.6% 1,805 $458K
Catalyst Funds Management Pty Ltd 0.10% New 1,800 $457K
Money Concepts Capital Corp. 0.03% Add +27.6% 1,785 $453K
Simplicity Wealth,LLC 0.04% Reduce -87.0% 1,783 $452K
Sompo Asset Management Co., Ltd. 0.07% Reduce -18.0% 1,780 $452K
Ashton Thomas Securities, LLC 0.09% New 1,773 $450K
C M Bidwell & Associates Ltd. 0.27% New 1,768 $449K
Synergy Asset Management, LLC 0.07% Reduce -0.7% 1,768 $449K
New Wave Wealth Advisors LLC 0.21% Add +0.3% 1,765 $448K
Heritage Oak Wealth Advisors LLC 0.21% New 1,765 $448K
Cortland Associates Inc. 0.05% Reduce -36.3% 1,754 $445K
Atlas Brown,Inc. 0.15% Reduce -0.3% 1,753 $445K
Portfolio Design Labs, LLC 0.12% Reduce -10.2% 1,748 $444K
Brave Warrior Advisors 0.01% No change 1,746 $443K
Modern Wealth Management, LLC 0.03% Reduce -8.7% 1,743 $442K
Ruggaard & Associates LLC 0.19% No change 1,739 $441K
Precision Wealth Strategies, LLC 0.40% Reduce -3.1% 1,721 $437K
OneAscent Wealth Management LLC 0.17% New 1,713 $435K
Castleview Partners, LLC 0.25% Add +2.7% 1,712 $434K
Argent Trust Co 0.02% Reduce -7.0% 1,699 $431K
San Luis Wealth Advisors LLC 0.09% New 1,695 $430K
Rather & Kittrell, Inc. 0.11% Add +0.3% 1,694 $430K
NDVR, Inc. 0.44% Add +5.0% 1,710 $429K
Smithfield Trust Co 0.02% No change 1,684 $429K
Community Trust & Investment Co. 0.03% New 1,685 $428K
Enterprise Financial Services Corp 0.25% Reduce -0.7% 1,684 $427K
Wedbush Securities Inc. 0.02% Reduce -59.8% 1,679 $426K
Revisor Wealth Management LLC 0.27% Add +9.2% 1,678 $426K
Clearstead Trust, LLC 0.10% Reduce -2.5% 1,670 $424K
Lanark Financial, Inc. 0.04% Add +1.0% 1,668 $423K
Deseret Mutual Benefit Administrators 0.21% Reduce -4.3% 1,658 $421K
Sivia Capital Partners, LLC 0.25% Reduce -0.8% 1,653 $419K
Kaizen Financial Strategies 0.24% No change 1,650 $419K
Baugh & Associates, LLC 0.22% Reduce -2.9% 1,650 $419K
KCM Investment Advisors LLC 0.01% No change 1,639 $416K
ORG Partners LLC 0.07% Reduce -21.3% 1,638 $416K
Juncture Wealth Strategies, LLC 0.16% Reduce -3.1% 1,637 $415K
Rathbones Group PLC 0.00% No change 1,632 $414K
Stock Yards Bank & Trust Co. 0.01% Reduce -0.6% 1,621 $411K
Old National Bancorp 0.01% Add +8.1% 1,620 $411K
Groupama Asset Managment 0.01% New 2,013 $410K
Edmond DE Rothschild Holding S.A. 0.01% No change 1,609 $408K
Stablepoint Partners, LLC 0.07% Add +0.9% 1,607 $408K
FSM Wealth Advisors, LLC 0.11% Add +4.8% 1,603 $407K
Alta Advisers Ltd 0.19% No change 1,600 $406K
Rothschild Investment LLC 0.03% Reduce -4.0% 1,597 $405K
Moody National Bank Trust Division 0.04% Reduce -4.3% 1,595 $405K
Tuttle Capital Management, LLC 2.19% Add +15.0% 1,587 $403K
Unique Wealth, LLC 0.09% Add +0.1% 1,584 $402K
Anchor Investment Management, LLC 0.04% Add +55.0% 1,583 $402K
Hudock, Inc. 0.07% No change 1,581 $401K
FFT Wealth Management LLC 0.03% Add +35.9% 1,574 $399K
SevenBridge Financial Group, LLC 0.08% No change 1,534 $399K
Capital Investment Counsel, LLC 0.07% Add +3.2% 1,571 $399K
PGIM Custom Harvest LLC 0.01% Add +3.0% 1,562 $396K
Rovin Capital /Ut/ 0.15% Add +6.0% 1,560 $396K
State of Wyoming 0.06% Reduce -19.2% 1,558 $395K
SYM FINANCIAL Corp 0.05% Add +36.3% 1,558 $395K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,548 $393K
Allianz SE 0.01% Add +3.1% 1,547 $393K
Castle Rock Wealth Management, LLC 0.09% Add +2.3% 1,575 $391K
Proficio Capital Partners LLC 0.04% Reduce -27.4% 1,539 $391K
CYBER HORNET ETFs LLC 0.40% Add +0.6% 1,539 $391K
Meadow Creek Wealth Advisors LLC 0.31% Reduce -8.2% 1,533 $389K
Corundum Group, Inc. 0.18% Add +2.1% 1,532 $389K
Gilman Hill Asset Management, LLC 0.06% No change 1,530 $388K
Bank of Marin 0.31% Reduce -32.6% 1,530 $388K
Laffer Tengler Investments, Inc. 0.09% No change 1,528 $388K
CenterBook Partners LP 0.02% New 1,524 $387K
LVZ, Inc. 0.05% Add +3.3% 1,517 $385K
Quotient Wealth Partners, LLC 0.01% Add +4.2% 1,512 $384K
HCR Wealth Advisors 0.05% No change 1,507 $382K
Moss Adams Wealth Advisors LLC 0.04% Add +8.9% 1,499 $380K
Trust Point Inc. 0.03% Reduce -0.5% 1,498 $380K
Fort Washington Investment Advisors Inc. 0.00% Add +1.5% 1,497 $380K
Tritonpoint Wealth, LLC 0.03% Reduce -11.5% 1,511 $380K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -26.2% 1,485 $377K
Cromwell Holdings LLC 0.24% No change 1,478 $375K
Fiduciary Financial Group, LLC 0.09% Add +3.8% 1,499 $373K
Good Life Advisors, LLC 0.02% New 1,466 $372K
Laurel Wealth Advisors LLC 0.06% No change 1,455 $369K
Kapstone Financial Advisors LLC 0.22% No change 1,470 $369K
RDA Financial Network 0.11% Reduce -5.8% 1,454 $369K
Yarger Wealth Strategies, LLC 0.20% Add +0.7% 1,451 $368K
ICONIQ Capital, LLC 0.01% New 1,450 $368K
Aspen Grove Capital, LLC 0.08% No change 1,448 $367K
Cary Street Partners Investment Advisory LLC 0.01% Add +2.8% 1,444 $366K
Franklin Street Advisors Inc. 0.02% No change 1,441 $366K
Cascade Financial Partners, LLC 0.05% No change 1,474 $366K
MBB Public Markets I LLC 0.03% Reduce -96.5% 1,440 $365K
REDW Wealth LLC 0.09% No change 1,439 $365K
Capital Investment Advisors, LLC 0.01% Add +34.8% 1,434 $364K
Speece Thorson Capital Group Inc. 0.07% No change 1,426 $362K
49 Wealth Management, LLC 0.06% Add +8.9% 1,425 $362K
Klingman & Associates, LLC 0.02% New 1,420 $360K
Forthright Family Wealth Advisory LLC 0.23% Reduce -0.2% 1,408 $358K
Cable Hill Partners, LLC 0.04% Reduce -10.9% 1,412 $358K
D'Orazio & Associates, Inc. 0.05% Add +1.2% 1,400 $355K
Alps Advisors Inc. 0.00% New 1,400 $355K
Angeles Investment Advisors, LLC 0.02% No change 1,397 $355K
Virtus Investment Advisers, LLC 0.29% No change 1,390 $353K
New Hampshire Trust 0.07% Reduce -4.2% 1,367 $347K
Trustmark Bank Trust Department 0.03% Add +40.2% 1,363 $346K
Capula Management Ltd 0.00% New 1,360 $345K
Verdence Capital Advisors LLC 0.03% Add +35.3% 1,356 $344K
Trueblood Wealth Management, LLC 0.17% Reduce -4.3% 1,353 $343K
GYL Financial Synergies, LLC 0.03% Add +3.7% 1,350 $343K
Chilton Capital Management LLC 0.01% Reduce -13.3% 1,344 $341K
Csenge Advisory Group 0.02% Add +6.2% 1,338 $340K
Trek Financial, LLC 0.03% New 1,339 $340K
Rehmann Capital Advisory Group 0.02% Reduce -3.3% 1,338 $339K
Gilbert & Cook, Inc. 0.05% Reduce -35.3% 1,330 $338K
Atlanta Consulting Group Advisors, LLC 0.08% New 1,327 $337K
Cookson Peirce & Co. Inc. 0.02% No change 1,324 $336K
Diversified, LLC 0.04% Add +13.8% 1,323 $336K
Diversified Enterprises, LLC 0.04% — 1,323 $336K
Renasant Bank 0.22% New 1,322 $335K
Tranquility Partners, LLC 0.12% Reduce -67.6% 1,321 $335K
Schorn Wealth LLC 0.11% Add +0.7% 1,316 $334K
Altfest L J & Co. Inc. 0.04% Reduce -50.0% 1,313 $333K
Octavia Wealth Advisors, LLC 0.04% Reduce -1.2% 1,304 $331K
Humankind Investments LLC 0.12% Reduce -6.6% 1,296 $329K
Capital Market Strategies LLC 0.20% Reduce -5.1% 1,293 $328K
D.B. Root & Company, LLC 0.11% Add +4.5% 1,292 $328K
Focused Wealth Management, Inc 0.04% New 511 $326K
Five Oceans Advisors 0.16% Add +0.1% 1,282 $325K
Beacon Financial Advisory LLC 0.11% Add +2.7% 1,279 $324K
Waterfront Wealth Inc. 0.08% No change 1,337 $324K
Chicago Partners Investment Group LLC 0.01% Add +17.1% 1,308 $323K
Garner Asset Management Corp 0.11% No change 1,271 $323K
Certuity, LLC 0.03% Reduce -10.4% 1,270 $322K
Systematic Alpha Investments, LLC 0.01% No change 1,257 $319K
Abacus Planning Group, Inc. 0.06% New 1,256 $319K
Aprio Wealth Management, LLC 0.05% Add +5.1% 1,244 $316K
Monterey Private Wealth, Inc. 0.11% No change 1,241 $315K
Wallace Capital Management Inc. 0.04% Add +3.3% 1,240 $315K
Sandy Cove Advisors, LLC 0.13% Add +2.7% 1,222 $310K
AlphaQuest LLC 0.03% Reduce -83.9% 1,220 $310K
Douglass Winthrop Advisors, LLC 0.01% No change 1,220 $310K
Plancorp, LLC 0.01% Add +2.6% 1,218 $309K
Means Investment Co., Inc. 0.03% Add +2.0% 1,216 $308K
Bristlecone Advisors, LLC 0.02% No change 1,214 $308K
Integral Investment Advisors, Inc. 0.08% Add +1.8% 1,211 $307K
Motco 0.03% No change 1,205 $306K
Coastal Bridge Advisors, LLC 0.08% No change 1,204 $306K
Phillips Financial Management, LLC 0.02% Add +0.7% 1,195 $303K
LGL Partners, LLC 0.04% Add +9.6% 1,191 $302K
Main Street Financial Solutions, LLC 0.03% Reduce -6.2% 1,187 $301K
1ST Source Bank 0.02% Add +0.6% 1,186 $301K
Debussy Capital Management LP 0.09% Add +1.1% 1,185 $301K
Evoke Wealth, LLC 0.01% New 1,185 $301K
Klingenstein Fields & Co. LP 0.01% No change 1,180 $299K
Ariadne Wealth Management, LP 0.16% New 1,171 $299K
Wealth Architects, LLC 0.03% Reduce -0.1% 1,175 $298K
LMG Wealth Partners, LLC 0.07% No change 1,174 $298K
Liberty One Investment Management, LLC 0.03% Reduce -2.3% 1,168 $296K
SMART Wealth LLC 0.12% New 1,164 $295K
First National Corp. /Ma/ 0.07% Add +3.5% 1,164 $295K
Providence Wealth Advisors, LLC 0.22% No change 1,190 $294K
Rwa Wealth Partners, LLC 0.00% Add +1.3% 1,157 $294K
Ewa, LLC 0.10% Add +13.3% 1,139 $293K
Pavion Blue Capital, LLC 0.14% No change 1,145 $291K
Performance Wealth Partners, LLC 0.01% Add +5.5% 1,145 $291K
HM Payson & Co. 0.01% Add +0.9% 1,140 $289K
Mechanics Bank Trust Department 0.04% Reduce -0.1% 1,138 $289K
Peoples Bank 0.15% Reduce -1.1% 1,135 $288K
Knightsbridge Asset Management, LLC 0.07% Add +1.0% 1,132 $287K
J.W. Cole Advisors, Inc. 0.01% Add +1.4% 1,124 $285K
Sentinel Trust Co. Lba 0.03% No change 1,121 $284K
GPS Wealth Strategies Group, LLC 0.04% Add +1.8% 1,108 $281K
Jackson Wealth Management, LLC 0.03% New 1,109 $281K
Pine Valley Investments Ltd Liability Co 0.02% No change 1,106 $281K
Buckingham Capital Management, Inc. 0.03% Reduce -9.3% 1,105 $280K
Goldstein Advisors, LLC 0.04% New 1,104 $280K
KFG Wealth Management, LLC 0.06% New 1,103 $280K
Reynders McVeigh Capital Management, LLC 0.01% New 1,100 $279K
Childress Capital Advisors, LLC 0.08% Add +3.9% 1,099 $279K
First Personal Financial Services 0.06% Add +0.3% 1,099 $279K
Ingalls & Snyder LLC 0.01% New 1,094 $278K
Pettyjohn, Wood & White, Inc. 0.05% No change 1,085 $275K
Rockland Trust Co. 0.01% Add +1.5% 1,083 $275K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -13.2% 1,081 $274K
Albion Financial Group 0.02% New 1,080 $274K
Baker Tilly Wealth Management, LLC 0.12% Reduce -10.2% 1,078 $274K
Chesapeake Wealth Management 0.09% No change 1,078 $274K
Wealthspire Retirement, LLC 0.02% No change 1,075 $273K
Ellis Investment Partners, LLC 0.05% Add +0.1% 1,074 $272K
Moneco Advisors, LLC 0.03% Reduce -2.0% 1,071 $272K
Leo Wealth, LLC 0.02% Reduce -13.4% 1,071 $272K
Family Firm, Inc. 0.06% Add +26.6% 1,071 $272K
Alpha Family Trust 0.15% No change 1,070 $272K
Becker Capital Management Inc. 0.01% Add +8.0% 1,069 $271K
Stonebrook Private Inc. 0.07% New 1,068 $271K
Gallacher Capital Management LLC 0.12% New 1,062 $270K
American National Bank & Trust 0.03% No change 1,059 $269K
YHB Investment Advisors, Inc. 0.02% Add +1.1% 1,058 $268K
Brookstone Capital Management 0.00% Add +16.6% 1,055 $268K
Biltmore Family Office, LLC 0.05% Add +2.4% 1,052 $267K
Colonial Trust Co / SC 0.04% Add +160.8% 1,043 $265K
TrinityPoint Wealth, LLC 0.04% Add +1.0% 1,042 $264K
Earned Wealth Advisors, LLC 0.08% New 1,039 $264K
Park National Corp. 0.01% Reduce -5.0% 1,030 $261K
Davis R M Inc. 0.01% No change 1,029 $261K
Lake Street Private Wealth, LLC 0.04% Reduce -13.0% 1,028 $261K
Washington Trust Bank 0.02% Add +4.6% 1,024 $260K
GW Henssler & Associates Ltd. 0.01% No change 1,012 $257K
Ridgewood Investments LLC 0.13% Reduce -7.5% 1,000 $254K
Mindset Wealth Management, LLC 0.10% — 1,000 $254K
Security National Bank 0.03% No change 1,000 $254K
RBF Capital, LLC 0.01% No change 1,000 $254K
Intrua Financial, LLC 0.04% Reduce -10.0% 996 $253K
Cottonwood Capital Advisors, LLC 0.18% Reduce -0.4% 992 $252K
Badgley Phelps Wealth Managers, LLC 0.01% New 988 $251K
Grove Bank & Trust 0.04% Reduce -3.6% 987 $250K
Arkfeld Wealth Strategies, L.L.C. 0.12% Reduce -2.2% 979 $250K
HBW Advisory Services LLC 0.04% New 979 $249K
Warren Street Wealth Advisors, LLC 0.10% New 974 $247K
GenTrust, LLC 0.01% New 970 $246K
PFG Investments, LLC 0.02% New 962 $244K
Intelligence Driven Advisers, LLC 0.03% New 962 $244K
Betterment LLC 0.00% New 962 $244K
Fielder Capital Group LLC 0.08% New 961 $244K
Kickstand Ventures, Llc. 0.06% New 957 $243K
Turtle Creek Wealth Advisors, LLC 0.05% New 957 $243K
Auxano Advisors, LLC 0.06% New 954 $242K
LVW Advisors, LLC 0.03% New 954 $242K
Advisor Resource Council 0.11% New 952 $242K
Kelleher Financial Advisors 0.09% New 950 $241K
Cardinal Strategic Wealth Guidance 0.08% New 950 $241K
New Republic Capital, LLC 0.14% New 948 $241K
Outlook Wealth Advisors, LLC 0.07% New 944 $240K
Werba Rubin Papier Wealth Management 0.06% New 942 $239K
Hollencrest Capital Management 0.01% Add +3.1% 939 $238K
Trust Investment Advisors 0.15% New 939 $238K
Wealth Alliance, LLC 0.03% Reduce -10.2% 935 $237K
Jackson Creek Investment Advisors LLC 0.07% Reduce -19.0% 932 $237K
Seven Mile Advisory 0.16% New 932 $237K
Evernest Financial Advisors, LLC 0.06% New 932 $237K
Steel Grove Capital Advisors, LLC 0.03% New 939 $236K
Americana Partners, LLC 0.02% Reduce -25.1% 928 $235K
Diversify Advisory Services, LLC 0.01% New 948 $235K
Calydon Capital 0.04% No change 1,127 $234K
Zacks Investment Management 0.00% New 920 $234K
Fi3 FINANCIAL ADVISORS, LLC 0.09% New 918 $233K
TCV Trust & Wealth Management, Inc. 0.02% New 918 $233K
Cornerstone Wealth Group, LLC 0.02% New 916 $232K
Confluence Wealth Services, Inc. 0.02% Reduce -64.2% 914 $232K
Oliver Lagore Vanvalin Investment Group 0.06% Add +11.0% 911 $231K
Acorn Financial Advisory Services Inc. 0.04% New 911 $231K
CreativeOne Wealth, LLC 0.01% New 905 $230K
Busey Bank 0.01% New 904 $229K
Ariston Services Group 0.20% New 903 $229K
Pecaut & Co. 0.08% New 900 $228K
Paradigm Asset Management Co. LLC 0.06% No change 900 $228K
Baker Ellis Asset Management LLC 0.03% New 900 $228K
Barr E S & Co. 0.01% New 900 $228K
RiverFront Investment Group, LLC 0.01% New 898 $228K
Rockport Wealth LLC 0.06% New 897 $228K
Baldwin Investment Management, LLC 0.03% New 887 $225K
E Fund Management Co., Ltd. 0.01% New 885 $225K
Associated Banc-Corp 0.01% New 879 $223K
Marks Group Wealth Management, Inc 0.02% Reduce -31.3% 878 $223K
Cardiff Park Advisors, LLC 0.02% New 878 $223K
Cornerstone Wealth Management, LLC 0.02% New 878 $223K
HUB Investment Partners, LLC 0.01% New 875 $222K
Weatherly Asset Management L. P. 0.02% New 873 $222K
Jacobsen Capital Management 0.09% New 872 $221K
TrueWealth Advisors, LLC 0.07% New 870 $221K
Ariel Investments 0.00% Reduce -16.9% 869 $221K
Sagace Wealth Management LLC 0.17% New 871 $219K
Sandhill Capital Partners LLC 0.02% New 862 $219K
Traveka Wealth, LLC 0.11% New 860 $218K
Perennial Investment Advisors, LLC 0.03% New 860 $218K
ARS Investment Partners, LLC 0.02% New 858 $218K
CVA Family Office, LLC 0.04% Add +10.1% 849 $215K
WMS Partners, LLC 0.01% Reduce -40.0% 848 $215K
Smith, Moore & Co. 0.02% New 845 $214K
Equitable Trust Co. 0.01% New 845 $214K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Add +57.1% 845 $214K
Obsidian Personal Planning Solutions LLC 0.11% New 883 $214K
Stillwater Capital Advisors, LLC 0.03% New 843 $214K
NCM Capital Management, LLC 0.10% New 840 $213K
Foundations Investment Advisors, LLC 0.00% New 837 $212K
Amplius Wealth Advisors, LLC 0.02% New 834 $212K
BLB&B Advisors, LLC 0.01% New 829 $210K
Advisory Alpha, LLC 0.01% New 824 $209K
Hanson & Doremus Investment Management 0.03% No change 822 $209K
True North Advisors, LLC 0.05% New 820 $208K
Montecito Bank & Trust 0.04% New 819 $208K
Index Fund Advisors, Inc. 0.01% New 818 $208K
Delta Investment Management, LLC 0.04% New 816 $207K
Peachtree Investment Partners, LLC 0.08% New 815 $207K
Arax Advisory Partners 0.02% Add +3.3% 810 $206K
Callan Family Office, LLC 0.03% New 809 $205K
Legacy Trust 0.05% New 808 $205K
Sunburst Financial Group, LLC 0.05% New 804 $204K
Wealthstream Advisors, Inc. 0.04% New 803 $204K
Faithward Advisors, LLC 0.04% New 801 $203K
Narus Financial Partners, LLC 0.07% New 800 $203K
AMG National Trust Bank 0.01% New 799 $203K
TCI Wealth Advisors, Inc. 0.02% New 791 $201K
HTLF Bank 0.02% New 789 $200K
Hemington Wealth Management 0.05% New 821 $199K
Princeton Global Asset Management LLC 0.04% No change 775 $197K
Glass Jacobson Investment Advisors llc 0.06% Add +1480.8% 743 $189K
Riverview Trust Co 0.16% Add +20.1% 705 $179K
Monetary Management Group Inc. 0.05% No change 700 $178K
Paloma Partners Management Co 0.01% Add +77.3% 697 $177K
Jackson, Grant Investment Advisers, Inc. 0.07% No change 685 $174K
Evermay Wealth Management LLC 0.03% Add +17.7% 685 $174K
Covestor Ltd 0.11% Add +30.8% 671 $170K
Capital Advisors, Ltd. LLC 0.02% Reduce -5.4% 647 $164K
Darwin Wealth Management, LLC 0.04% New 643 $163K
Quarry LP 0.05% Add +112.2% 643 $163K
Whittier Trust Co. of Nevada Inc. 0.00% Add +38.7% 631 $160K
Gen-Wealth Partners Inc 0.07% Add +8.9% 658 $160K
nVerses Capital, LLC 0.07% New 600 $152K
Bruce G. Allen Investments, LLC 0.12% Reduce -12.1% 596 $151K
City State Bank 0.05% Reduce -12.6% 578 $147K
Fortitude Family Office, LLC 0.06% Add +7.5% 577 $146K
Pinnacle Bancorp, Inc. 0.04% No change 568 $144K
AdvisorNet Financial, Inc 0.01% Add +46.7% 556 $141K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +18.5% 545 $138K
Atticus Wealth Management, LLC 0.04% No change 539 $137K
Hara Capital LLC 0.08% New 532 $135K
Archer Investment Corp 0.04% No change 532 $135K
Oakworth Capital, Inc. 0.01% Reduce -18.2% 526 $133K
Quent Capital, LLC 0.01% Reduce -2.8% 515 $131K
Montag A & Associates Inc. 0.01% Reduce -0.8% 505 $128K
Prestige Wealth Management Group LLC 0.03% Reduce -73.4% 498 $126K
Ascentis Wealth Management, LLC 0.05% — 489 $124K
FinTrust Capital Advisors, LLC 0.02% Add +52.8% 486 $123K
Rise Advisors, LLC 0.06% No change 484 $123K
PrairieView Partners, LLC 0.01% No change 482 $122K
True Wealth Design, LLC 0.05% Add +142.9% 464 $118K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.8% 459 $116K
Kiely Wealth Advisory Group, Inc. 0.07% No change 436 $115K
Leonteq Securities AG 0.01% Add +250.0% 434 $110K
Ulland Investment Advisors, LLC 0.08% No change 425 $108K
Armstrong Advisory Group, Inc. 0.01% Reduce -22.7% 419 $106K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +7.8% 414 $105K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Add +200.7% 412 $105K
Harbor Investment Advisory, LLC 0.01% Reduce -1.4% 411 $104K
Versant Capital Management, Inc 0.02% Add +32.7% 398 $101K
Sunbelt Securities, Inc. 0.01% Add +50.4% 394 $100K
MV Capital Management, Inc. 0.01% Add +0.3% 390 $99K
WASHINGTON TRUST Co 0.00% Reduce -4.0% 382 $97K
Rakuten Securities, Inc. 0.04% Add +642.0% 371 $94K
Fairscale Capital, LLC 0.08% No change 365 $93K
AlphaCentric Advisors LLC 0.07% Reduce -2.7% 363 $92K
Operose Advisors LLC 0.03% Add +21.3% 359 $91K
Centerpoint Advisors, LLC 0.03% Reduce -5.4% 351 $89K
Bank of New Hampshire 0.02% No change 345 $88K
Jaffetilchin Investment Partners, LLC 0.01% New 340 $86K
Boyd Watterson Asset Management LLC 0.02% No change 334 $85K
Core Alternative Capital 0.02% No change 332 $84K
Coppell Advisory Solutions LLC 0.01% Add +1481.0% 332 $83K
Cove Street Capital, LLC 0.06% New 315 $80K
GW&K Investment Management, LLC 0.00% Add +15.0% 307 $78K
Christopher J. Hasenberg, Inc 0.03% No change 313 $78K
J.Safra Asset Management Corp 0.01% No change 307 $77K
LRI Investments, LLC 0.01% Add +16.5% 296 $76K
BOK Financial Private Wealth, Inc. 0.01% No change 300 $76K
Ascentis Independent Advisors 0.01% New 295 $75K
Crewe Advisors LLC 0.01% Add +2.5% 284 $72K
Glen Eagle Advisors, LLC 0.01% No change 282 $71K
Zions Bancorporation, N.A. 0.01% Reduce -11.2% 271 $69K
Vestor Capital, LLC 0.01% No change 263 $67K
Financial Management Professionals, Inc. 0.01% Add +8.3% 261 $66K
Harbour Investments, Inc. 0.00% Add +3.2% 260 $66K
Eagle Bay Advisors LLC 0.02% Add +7.5% 245 $62K
Raleigh Capital Management Inc. 0.02% Add +20.9% 237 $60K
Salem Investment Counselors Inc. 0.00% No change 237 $60K
Criterion Capital Advisors, LLC 0.04% No change 275 $57K
Larson Financial Group LLC 0.00% Add +541.2% 218 $55K
Sandy Spring Bank 0.00% Reduce -10.3% 218 $55K
Morse Asset Management, Inc 0.01% New 215 $55K
Intelligent Financial Strategies 0.03% No change 212 $54K
Sachetta, LLC 0.02% No change 209 $53K
Colonial Trust Advisors 0.00% No change 207 $53K
Bell Investment Advisors, Inc 0.01% Add +1.5% 200 $51K
TFC Financial Management, Inc. 0.01% Add +640.7% 200 $51K
Planning Capital Management Corp 0.03% Reduce -63.4% 196 $50K
Cherry Tree Wealth Management, LLC 0.01% No change 196 $50K
Friedenthal Financial 0.03% New 194 $49K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 193 $49K
RiverPark Advisors, LLC 0.04% Add +4.4% 191 $48K
Canton Hathaway, LLC 0.01% No change 186 $47K
Naples Money Management LLC 0.04% No change 185 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 183 $46K
Byrne Asset Management LLC 0.03% New 180 $46K
Kimelman & Baird, LLC 0.00% No change 175 $44K
JFS Wealth Advisors, LLC 0.00% Add +2.5% 165 $42K
Hilltop National Bank 0.01% Reduce -1.2% 163 $41K
Tucker Asset Management LLC 0.01% No change 163 $41K
Meeder Asset Management Inc. 0.00% Add +6.5% 163 $41K
Nemes Rush Group LLC 0.01% Reduce -66.4% 199 $41K
DecisionPoint Financial, LLC 0.01% No change 160 $41K
Elequin Capital, LP 0.09% New 156 $40K
Northwest Bank & Trust Co 0.03% No change 156 $40K
Painted Porch Advisors LLC 0.02% No change 152 $39K
Gleason Group, Inc. 0.01% No change 151 $38K
Rosenberg Matthew Hamilton 0.01% No change 143 $36K
Creative Financial Designs Inc. 0.00% Add +21.2% 143 $36K
DiNuzzo Private Wealth, Inc. 0.00% Add +114.1% 137 $35K
WR Wealth Planners, LLC 0.01% Add +6.5% 131 $33K
Aspire Private Capital, LLC 0.01% No change 129 $33K
Aspect Partners, LLC 0.02% Add +5.0% 127 $32K
Ransom Advisory, Ltd 0.01% No change 125 $32K
SouthState Bank Corp 0.00% No change 125 $32K
Beacon Capital Management, LLC 0.00% Add +18.1% 124 $31K
Raffa Wealth Management, LLC 0.01% Reduce -59.7% 117 $30K
Tradewinds Capital Management, LLC 0.01% No change 115 $29K
JNBA Financial Advisors 0.00% No change 115 $29K
Abound Wealth Management 0.01% Reduce -0.9% 115 $29K
Legacy Bridge, LLC 0.02% No change 111 $28K
Valued Wealth Advisors LLC 0.02% Add +48.0% 108 $27K
West Paces Advisors Inc. 0.01% No change 107 $27K
Carmichael Hill & Associates, Inc. 0.01% No change 103 $26K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 103 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 101 $26K
Ramirez Asset Management, Inc. 0.00% New 100 $25K
Davis Capital Management 0.02% New 97 $25K
Sound Income Strategies, LLC 0.00% Add +13.1% 95 $24K
Key Financial Inc 0.01% Add +34.9% 89 $23K
Private Wealth Management Group, LLC 0.01% Add +2.3% 88 $22K
Atwood & Palmer Inc. 0.00% Add +14.7% 86 $22K
Cornerstone Planning Group LLC 0.01% Reduce -11.2% 87 $21K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +13.2% 86 $21K
CBIZ Investment Advisory Services, LLC 0.00% No change 80 $20K
Cedar Wealth Management, LLC 0.01% No change 78 $20K
Integrated Investment Consultants, LLC 0.00% New 14,766 $20K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 75 $19K
DT Investment Partners, LLC 0.00% New 75 $19K
Catalyst Capital Advisors LLC 0.00% New 75 $19K
Denver PWM, LLC 0.01% No change 73 $19K
Lummis Asset Management, LP 0.02% No change 73 $19K
Clean Yield Group 0.01% Add +24.1% 72 $18K
Pacific Center for Financial Services 0.00% No change 68 $17K
Avion Wealth 0.00% Add +23.2% 69 $17K
Global Wealth Strategies & Associates 0.01% No change 63 $16K
Carolina Wealth Advisors, LLC 0.01% New 61 $15K
Globeflex Capital L P 0.00% No change 61 $15K
Pflug Koory, LLC 0.00% — 60 $15K
Global Financial Private Client, LLC 0.01% New 58 $15K
Old Second National Bank of Aurora 0.00% No change 58 $15K
McIlrath & Eck, LLC 0.00% Add +70.6% 58 $15K
Pittenger & Anderson Inc. 0.00% Add +54.0% 57 $14K
Dunhill Financial, LLC 0.01% Add +1.9% 53 $13K
Founders Capital Management 0.01% New 50 $13K
Mendota Financial Group, LLC 0.01% Reduce -35.1% 50 $13K
M&R Capital Management Inc. 0.00% No change 50 $13K
First PREMIER Bank 0.00% Reduce -14.8% 46 $12K
Mascoma Wealth Management LLC 0.00% No change 47 $12K
First Financial Corp. 0.01% No change 43 $11K
Carolinas Wealth Consulting LLC 0.00% Add +10.3% 43 $11K
Kings Path Partners LLC 0.00% Reduce -30.0% 42 $11K
Annapolis Financial Services, LLC 0.00% No change 42 $11K
First Pacific Financial 0.00% Reduce -2.3% 42 $11K
Reston Wealth Management LLC 0.00% New 39 $10K
SJS Investment Consulting Inc. 0.00% Reduce -2.6% 38 $10K
Stephens Consulting, LLC 0.00% Reduce -66.7% 37 $9K
Macroview Investment Management LLC 0.01% New 35 $9K
Wolff Wiese Magana LLC 0.01% No change 35 $9K
Frazier Financial Advisors, LLC 0.01% Add +13.3% 34 $9K
Redmont Wealth Advisors LLC 0.01% No change 34 $9K
Copley Financial Group, Inc. 0.01% — 34 $9K
TruNorth Capital Management, LLC 0.00% Add +1033.3% 34 $9K
Creative Capital Management Investments LLC 0.00% No change 32 $8K
Highline Wealth Partners LLC 0.00% Add +6.7% 32 $8K
Halpern Financial, Inc. 0.00% No change 31 $8K
Abich Financial Wealth Management LLC 0.02% Reduce -11.4% 31 $8K
Claris Advisors, LLC / Mo / 0.00% New 31 $8K
Hexagon Capital Partners LLC 0.00% Add +200.0% 30 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 28 $7K
Transamerica Financial Advisors, LLC 0.00% Reduce -97.2% 27 $7K
Ruedi Wealth Management, Inc. 0.00% Reduce -51.8% 27 $7K
Hoey Investments, Inc. 0.00% No change 32 $7K
Riggs Asset Managment Co. Inc. 0.00% No change 26 $7K
Truvestments Capital LLC 0.00% New 25 $6K
POM Investment Strategies, LLC 0.00% No change 23 $6K
Addison Advisors LLC 0.00% New 22 $6K
Union Savings Bank 0.00% New 21 $5K
North Star Investment Management Corp. 0.00% No change 20 $5K
Fourpath Capital Management, LLC 0.00% New 19 $5K
Nvwm, LLC 0.00% Add +5.9% 18 $5K
HHM Wealth Advisors, LLC 0.00% No change 18 $5K
New Millennium Group LLC 0.00% No change 15 $4K
Trust Co 0.00% New 14 $4K
Blume Capital Management, Inc. 0.00% New 12 $3K
FWL Investment Management, LLC 0.00% New 12 $3K
Westside Investment Management, Inc. 0.00% No change 13 $3K
Gold Investment Management Ltd. 0.00% No change 10 $3K
Independence Bank of Kentucky 0.00% New 10 $3K
Iron Horse Wealth Management, LLC 0.00% Add +11.1% 10 $2K
Semmax Financial Advisors Inc. 0.00% No change 9 $2K
Fairman Group, LLC 0.00% No change 9 $2K
JDM Financial Group LLC 0.00% New 9 $2K
Voisard Asset Management Group, Inc. 0.00% New 8 $2K
Spectrum Wealth Counsel, LLC 0.00% New 8 $2K
Coston, McIsaac & Partners 0.00% No change 11 $2K
Financial Network Wealth Advisors LLC 0.00% Add +75.0% 7 $2K
Bellevue Asset Management, LLC 0.00% Reduce -36.4% 7 $2K
FPC Investment Advisory, Inc. 0.00% No change 7 $2K
Horizon Financial Services, LLC 0.00% No change 6 $2K
Concord Wealth Partners 0.00% New 6 $2K
Provenance Wealth Advisors, LLC 0.00% No change 6 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 6 $2K
Foster Dykema Cabot & Partners, LLC 0.00% New 6 $2K
Creekmur Asset Management LLC 0.00% New 5 $1K
1620 Investment Advisors, Inc. 0.00% New 5 $1K
SYSTM Wealth Solutions LLC 0.03% — 4 $1K
West Branch Capital LLC 0.00% New 4 $1K
Chesapeake Asset Management LLC 0.00% New 4 $1K
Richardson Financial Services Inc. 0.00% New 4 $1K
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $1K
Valley National Advisers Inc. 0.00% Reduce -98.0% 4 $1K
Breakwater Investment Management 0.00% No change 3 $762
Y.D. More Investments Ltd 0.00% Add +5.1% 327 $224

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