PultegroupPHM

13F holders, Q1 2024 (March 31)
911holders
7famous investors
$120.29avg. 13F price*

At the end of Q1 2024, 911 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock Inc. ($2.6B) and Franklin Resources Inc. ($1.4B). 7 famous investors held it, including Cliff Asness (0.6% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Pultegroup Inc.
Sector
Consumer Discretionary
CUSIP
745867101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 911Q1 2024Q2 2024: 938Q2 2024Q3 2024: 1,006Q3 2024Q4 2024: 984Q4 2024Q1 2025: 962Q1 2025Q2 2025: 947Q2 2025Q3 2025: 987Q3 2025Q4 2025: 1,034Q4 2025Q1 2026: 1,037Q1 2026Q2 2026: 1,045Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions115$196.7M
Exits70$158.1M

Ownership 911 holders

Vanguard Group Inc. 0.06% Reduce -2.0% 24,301,051 $2.9B
BlackRock Inc. 0.06% Add +6.8% 21,917,037 $2.6B
Franklin Resources Inc. 0.45% Add +2617.3% 11,576,006 $1.4B
State Street Corp. 0.06% Add +0.1% 10,658,376 $1.3B
Greenhaven Associates Inc. 6.30% Reduce -1.0% 5,670,818 $684.0M
Geode Capital Management, LLC 0.06% Add +1.9% 5,103,202 $614.0M
Dimensional Fund Advisors LP 0.16% Reduce -13.9% 5,019,204 $605.4M
FMR LLC 0.03% Reduce -10.1% 4,270,700 $515.1M
Invesco Ltd. 0.10% Add +1.5% 3,988,940 $481.1M
Norges Bank 0.07% Add +1.6% 3,758,226 $453.3M
LSV Asset Management 0.93% Reduce -4.5% 3,714,480 $448.0M
AQR Capital Management 0.65% Reduce -14.3% 3,151,607 $379.1M
Morgan Stanley 0.03% Reduce -0.9% 3,020,512 $364.3M
Pacer Advisors, Inc. 0.78% Reduce -9.0% 2,732,962 $329.6M
Northern Trust Corp. 0.05% Reduce -7.2% 2,316,829 $279.5M
Ameriprise Financial Inc. 0.07% Add +12.8% 2,242,363 $270.5M
Bank of America Corp. 0.02% Add +6.0% 1,755,578 $211.8M
Alliancebernstein L.P. 0.07% Reduce -0.6% 1,744,838 $210.5M
Bank of New York Mellon Corp 0.04% Reduce -5.0% 1,723,859 $207.9M
Goldman Sachs Group Inc. 0.04% Reduce -18.8% 1,708,961 $206.1M
Arrowstreet Capital, Limited Partnership 0.19% Add +23.2% 1,672,040 $201.7M
Allianz Asset Management GmbH 0.33% Reduce -15.4% 1,601,206 $193.1M
Legal & General Group Plc 0.05% Add +0.7% 1,530,568 $184.6M
Los Angeles Capital Management LLC 0.59% Add +0.5% 1,434,016 $173.0M
Nuveen Asset Management, LLC 0.05% Add +33.0% 1,423,541 $171.6M
Deutsche Bank AG 0.08% Add +24.0% 1,388,133 $167.4M
Caisse de depot et placement du Quebec 0.39% Add +24.4% 1,340,633 $161.7M
Charles Schwab Investment Management Inc. 0.04% Reduce -1.7% 1,324,055 $159.7M
HSBC Holdings PLC 0.11% Reduce -23.6% 1,278,761 $154.2M
Balyasny Asset Management L.P. 0.40% Add +1206.4% 1,239,484 $149.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +17.3% 1,161,046 $140.0M
Holocene Advisors, LP 0.46% Reduce -4.7% 1,021,617 $123.2M
JPMorgan Chase & Co. 0.01% Add +45.6% 921,019 $111.1M
Captrust Financial Advisors 0.41% Add +18.4% 1,085,939 $110.4M
Victory Capital Management Inc. 0.11% Reduce -4.8% 910,498 $109.8M
Robeco Institutional Asset Management B.V. 0.22% Reduce -15.5% 830,597 $100.2M
Amundi 0.04% Reduce -9.6% 939,760 $99.6M
UBS Group AG 0.03% Add +16.4% 799,142 $96.4M
Allspring Global Investments Holdings, LLC 0.14% Add +40.9% 733,804 $88.5M
First Trust Advisors LP 0.09% Reduce -10.1% 731,829 $88.3M
Clark Capital Management Group, Inc. 0.63% Reduce -25.5% 701,870 $84.7M
Man Group plc 0.23% Add +20.6% 682,703 $82.3M
Russell Investments Group, Ltd. 0.13% Add +34.4% 679,940 $81.9M
Barclays PLC 0.04% Reduce -9.7% 672,621 $81.1M
Pictet Asset Management Holding SA 0.09% Reduce -17.6% 672,772 $81.1M
Nordea Investment Management AB 0.10% Reduce -11.6% 666,156 $80.4M
Swiss National Bank 0.05% Reduce -5.9% 645,600 $77.9M
Citigroup Inc. 0.08% Reduce -4.5% 634,371 $76.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +4.9% 621,064 $74.9M
Assetmark, Inc. 0.24% Reduce -0.7% 613,485 $74.0M
Swedbank AB 0.10% Add +0.5% 571,919 $69.0M
Royal Bank of Canada 0.02% Reduce -18.6% 571,779 $69.0M
Qube Research & Technologies Ltd 0.12% Add +33.4% 569,529 $68.7M
Tredje AP-fonden 0.67% Add +91.1% 535,027 $64.5M
National Pension Service 0.08% Reduce -5.0% 532,582 $64.2M
Wells Fargo & Company 0.02% Reduce -6.5% 532,361 $64.2M
Mackenzie Financial Corp. 0.09% Reduce -7.2% 531,708 $64.1M
Lazard Asset Management LLC 0.07% Add +1.1% 464,217 $56.0M
Rhumbline Advisers 0.05% Add +1.7% 461,833 $55.7M
Envestnet Asset Management Inc. 0.02% Reduce -4.3% 435,633 $52.5M
Credit Suisse AG/ 0.05% Reduce -4.6% 430,456 $51.9M
California Public Employees Retirement System 0.04% Reduce -2.5% 426,973 $51.5M
BNP Paribas Financial Markets 0.06% Add +35.9% 425,989 $51.4M
Squarepoint Ops LLC 0.21% Reduce -56.5% 425,190 $51.3M
Wedge Capital Management L L P 0.82% Reduce -14.7% 417,977 $50.4M
QRG Capital Management, Inc. 0.62% Add +2.2% 405,145 $48.9M
Storebrand Asset Management As 0.16% Reduce -14.6% 399,419 $48.2M
CANADA LIFE ASSURANCE Co 0.10% Reduce -2.5% 396,561 $47.9M
Principal Financial Group Inc. 0.03% Reduce -0.2% 394,760 $47.6M
Janney Montgomery Scott LLC 0.14% Add +130.2% 388,298 $46.8M
Capital Fund Management S.A. 0.56% Reduce -11.6% 380,105 $45.8M
AustralianSuper Pty Ltd 0.27% Add +11.6% 385,892 $45.7M
Fiera Capital Corp 0.13% Reduce -36.8% 374,819 $45.2M
Railway Pension Investments Ltd 0.44% No change 374,339 $45.2M
Homestead Advisers Corp 1.06% Add +89.8% 375,500 $45.1M
O'shaughnessy Asset Management, LLC 0.49% Add +2.8% 369,175 $44.5M
Danske Bank A/S 0.14% — 359,597 $43.4M
Regions Financial Corp. 0.32% Reduce -5.0% 345,462 $41.7M
California State Teachers Retirement System 0.05% Reduce -1.1% 337,497 $40.7M
Millennium Management 0.04% Reduce -58.2% 332,593 $40.1M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 331,553 $40.0M
Sei Investments Co. 0.06% Add +60.9% 311,502 $37.6M
American Century Companies Inc. 0.02% Reduce -3.8% 306,509 $37.0M
Great Lakes Advisors, LLC 0.31% Add +7.5% 304,894 $36.8M
Truist Financial Corp. 0.06% Add +58.9% 303,799 $36.6M
Raymond James & Associates 0.02% Add +4.8% 302,922 $36.5M
LPL Financial LLC 0.02% Add +16.9% 297,406 $35.9M
Mercer Global Advisors Inc. 0.10% Add +3.8% 296,497 $35.8M
Winslow Asset Management Inc. 6.58% Reduce -2.9% 289,832 $35.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -17.2% 290,381 $34.7M
New York State Teachers Retirement System 0.07% Reduce -4.2% 281,638 $34.0M
Skandinaviska Enskilda Banken AB (publ) 0.16% Add +6.0% 277,113 $33.4M
Walleye Trading LLC 0.52% Add +39.8% 263,084 $31.7M
Brandywine Global Investment Management, LLC 0.23% Reduce -0.7% 260,927 $31.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -30.8% 258,954 $31.2M
New York State Common Retirement Fund 0.04% Reduce -24.6% 255,918 $30.9M
Bank of Montreal 0.01% Reduce -4.5% 253,447 $30.6M
Retirement Systems of Alabama 0.12% Reduce -0.3% 251,316 $30.3M
Macquarie Group Ltd. 0.03% Add +53.8% 249,622 $30.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +19.1% 249,558 $30.1M
Teacher Retirement System of Texas 0.19% Reduce -14.5% 248,962 $30.0M
Korea Investment CORP 0.07% Reduce -3.9% 242,564 $29.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Reduce -24.5% 240,455 $29.0M
Compound Global Advisors, LLC 5.02% Add +20.8% 235,588 $28.4M
Generate Investment Management Ltd 2.23% Add +20.8% 235,588 $28.4M
Dana Investment Advisors, Inc. 0.91% Reduce -9.2% 227,383 $27.4M
Andra AP-fonden 0.47% New 220,300 $26.6M
Prudential Financial Inc. 0.04% Reduce -0.7% 219,105 $26.4M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -49.8% 208,100 $25.1M
Schroder Investment Management Group 0.03% Reduce -5.0% 199,453 $24.1M
Edmond DE Rothschild Holding S.A. 0.41% Reduce -2.5% 198,725 $24.0M
Empowered Funds, LLC 0.42% Reduce -0.3% 192,888 $23.3M
Canada Pension Plan Investment Board 0.02% Add +54.4% 188,787 $22.8M
Zacks Investment Management 0.24% Add +7.7% 188,656 $22.8M
Achmea Investment Management B.V. 0.42% Add +41.2% 181,661 $21.9M
Alyeska Investment Group, L.P. 0.14% Add +1.1% 181,012 $21.8M
GMO 0.08% Reduce -25.6% 180,675 $21.8M
Woodline Partners LP 0.19% New 172,359 $20.8M
TD Asset Management Inc 0.02% Reduce -0.4% 167,886 $20.3M
Natixis Advisors, LLC 0.05% Reduce -2.1% 165,757 $20.0M
Rafferty Asset Management, LLC 0.07% Reduce -8.3% 159,015 $19.2M
Loomis Sayles & Co. L P 0.03% Reduce -14.5% 155,453 $18.8M
Globeflex Capital L P 1.80% Reduce -21.0% 153,214 $18.5M
Berkshire Asset Management LLC 0.97% Reduce -23.3% 152,268 $18.4M
State of Wisconsin Investment Board 0.05% Reduce -4.7% 149,455 $18.0M
Moran Wealth Management, LLC 0.57% Add +8.5% 146,345 $17.7M
State of Tennessee, Department of Treasury 0.06% Reduce -43.9% 144,587 $17.4M
State Board of Administration of Florida Retirement System 0.04% Add +6.2% 297,544 $17.3M
Vident Advisory, LLC 0.36% Add +1259.3% 143,226 $17.3M
Intech Investment Management LLC 0.24% Add +102.7% 140,062 $16.9M
Moore Capital Management, LP 0.36% New 139,614 $16.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.7% 138,977 $16.8M
Systematic Financial Management LP 0.46% Add +2.5% 137,227 $16.6M
PGGM Investments 0.24% Add +0.8% 135,834 $16.4M
Basswood Capital Management, L.L.C. 0.96% Reduce -31.3% 135,730 $16.4M
Susquehanna International Group, LLP 0.02% Reduce -57.0% 133,875 $16.1M
Eastern Bank 0.67% Add +7.6% 132,815 $16.0M
Treasurer of the State of North Carolina 0.07% Add +3.5% 128,536 $15.5M
Corient Private Wealth LP 0.03% Reduce -0.3% 124,839 $15.1M
State of New Jersey Common Pension Fund D 0.04% No change 122,118 $14.7M
Toronto Dominion Bank 0.02% Reduce -14.7% 122,019 $14.7M
Walleye Capital LLC 0.17% New 121,528 $14.7M
Schonfeld Strategic Advisors LLC 0.12% New 121,390 $14.6M
Osaic Holdings, Inc. 0.03% Reduce -40.6% 120,456 $14.5M
National Bank of Canada 0.03% Add +28.7% 123,040 $14.5M
Aberdeen Group plc 0.03% Add +1.0% 118,915 $14.3M
NorthCrest Asset Manangement, LLC 0.48% Reduce -0.8% 117,610 $14.2M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.4% 117,513 $14.2M
Leuthold Group, LLC 1.57% Reduce -0.2% 115,634 $13.9M
Laurion Capital Management LP 0.39% New 115,185 $13.9M
Patten & Patten Inc. 0.99% Add +1.3% 115,095 $13.9M
Public Employees Retirement System of Ohio 0.05% Reduce -2.2% 114,237 $13.8M
Weiss Asset Management LP 0.81% New 113,454 $13.7M
Nisa Investment Advisors, LLC 0.09% Reduce -21.5% 111,141 $13.4M
Eagle Asset Management Inc. 0.07% Reduce -0.4% 113,130 $13.4M
Cambria Investment Management, L.P. 0.79% Reduce -19.0% 109,189 $13.2M
Handelsbanken Fonder AB 0.06% Add +2.7% 105,878 $12.8M
HRT Financial LP 0.08% Add +190.0% 103,650 $12.5M
Comerica Bank 0.05% Add +1.0% 102,788 $12.4M
AXA S.A. 0.04% Reduce -73.0% 102,067 $12.3M
Pinebridge Investments, L.P. 0.10% Add +43.6% 101,987 $12.3M
Federated Hermes, Inc. 0.03% Reduce -45.3% 100,937 $12.2M
Royce & Associates LP 0.11% Reduce -15.1% 98,512 $11.9M
Muhlenkamp & Co. Inc. 3.43% Add +1.3% 97,864 $11.8M
Ensign Peak Advisors, Inc 0.02% Reduce -10.5% 95,828 $11.6M
Asset Management One Co., Ltd. 0.04% Reduce -7.0% 95,531 $11.5M
Meritage Portfolio Management 0.73% Reduce -6.7% 95,085 $11.5M
Royal London Asset Management Ltd. 0.03% Reduce -1.8% 94,936 $11.5M
Tiaa Trust, National Association 0.04% New 94,935 $11.5M
DekaBank Deutsche Girozentrale 0.02% Add +3.1% 96,427 $11.4M
Cetera Investment Advisers 0.03% Add +128.4% 94,588 $11.4M
Nomura Asset Management Co. Ltd. 0.04% Add +1.8% 90,642 $10.9M
Wealthfront Advisers LLC 0.04% Reduce -1.3% 89,565 $10.8M
State of Michigan Retirement System 0.06% Reduce -1.0% 89,269 $10.8M
Neuberger Berman Group LLC 0.01% Add +2.9% 88,758 $10.7M
Meeder Asset Management Inc. 0.67% Add +52.1% 88,077 $10.6M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -18.2% 87,200 $10.5M
Burney Co./ 0.39% Add +2.0% 85,458 $10.3M
NBW Capital LLC 2.07% Reduce -4.2% 83,862 $10.1M
Elk River Wealth Management LLC 2.01% Reduce -17.7% 81,735 $9.9M
Resona Asset Management Co.,Ltd. 0.06% — 80,684 $9.7M
Baird Financial Group, Inc. 0.02% Add +382.8% 78,272 $9.4M
Patton Albertson Miller Group, LLC 1.40% Add +4.4% 77,294 $9.3M
NatWest Group plc 3.56% Reduce -24.9% 76,711 $9.3M
Mediolanum International Funds Ltd 0.15% — 78,341 $9.2M
Twin Tree Management, LP 0.21% Reduce -84.4% 75,526 $9.1M
Bank of Nova Scotia 0.02% Reduce -41.8% 74,560 $9.0M
Vontobel Holding Ltd. 0.07% Reduce -6.7% 73,397 $8.9M
Foster & Motley Inc. 0.61% Reduce -2.6% 72,995 $8.8M
Aptus Capital Advisors, LLC 0.19% Add +8.4% 72,093 $8.7M
Voya Investment Management LLC 0.01% Reduce -5.3% 71,799 $8.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +10.9% 70,207 $8.5M
Natixis 0.05% Reduce -36.8% 69,240 $8.4M
STRS Ohio 0.03% Reduce -1.3% 68,975 $8.3M
Oliver Luxxe Assets LLC 1.71% Reduce -1.0% 67,590 $8.2M
Aviva PLC 0.03% Add +25.0% 66,287 $8.0M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Add +2.9% 65,360 $7.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +41.9% 64,755 $7.8M
Amalgamated Bank 0.07% Reduce -26.3% 64,603 $7.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Add +40.6% 63,303 $7.6M
HighTower Advisors, LLC 0.01% Add +11.3% 63,010 $7.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.64% No change 62,894 $7.6M
Jane Street Group, LLC 0.01% Reduce -56.7% 61,358 $7.4M
Oppenheimer & Co. Inc. 0.12% Add +16.6% 60,758 $7.3M
Pathstone Holdings, LLC 0.03% Add +76.7% 60,390 $7.3M
USS Investment Management Ltd 0.06% Reduce -28.3% 60,129 $7.3M
Vinva Investment Management Ltd 0.41% Reduce -43.4% 59,944 $7.2M
BTC Capital Management, Inc. 0.66% — 59,642 $7.2M
Guggenheim Capital LLC 0.05% Add +17.7% 59,510 $7.2M
Arizona State Retirement System 0.05% Reduce -1.7% 59,299 $7.2M
Patton Fund Management, Inc. 1.29% Reduce -9.1% 58,826 $7.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.22% Add +17.6% 57,896 $7.0M
Stifel Financial Corp. 0.01% Reduce -7.9% 57,747 $7.0M
Clough Capital Partners L P 0.76% Add +30.0% 57,600 $6.9M
IFM Investors Pty Ltd 0.08% Reduce -4.0% 57,566 $6.9M
American International Group, Inc. 0.02% Reduce -2.6% 57,546 $6.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -2.4% 56,628 $6.8M
Mount Lucas Management LP 2.29% Reduce -8.3% 56,578 $6.8M
Argyle Capital Management, LLC 2.62% Reduce -5.9% 56,184 $6.8M
Shelton Capital Management 0.19% Add +118.7% 55,275 $6.7M
Snowden Capital Advisors LLC 0.21% Add +478.1% 54,566 $6.6M
Gotham Asset Management 0.10% Reduce -15.8% 53,673 $6.5M
Lowe Brockenbrough & Co. Inc. 0.44% New 53,500 $6.5M
Investment Management Corp of Ontario 0.19% Reduce -3.1% 53,311 $6.4M
Spectrum Wealth Counsel, LLC 0.78% Reduce -0.3% 53,084 $6.4M
Seascape Capital Management 2.31% Reduce -7.2% 51,624 $6.2M
MML Investors Services, LLC 0.03% Add +15.2% 50,753 $6.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -39.7% 62,289 $6.1M
Wellington Management Group LLP 0.00% Reduce -9.8% 50,062 $6.0M
RBF Capital, LLC 0.34% No change 50,000 $6.0M
MetLife Investment Management, LLC 0.04% Reduce -5.0% 49,702 $6.0M
Genus Capital Management Inc. 0.78% — 49,597 $6.0M
CWA Asset Management Group, LLC 0.36% New 48,409 $5.8M
Swiss Life Asset Management Ltd 0.08% Reduce -32.5% 48,067 $5.8M
Ethic Inc. 0.15% Reduce -10.7% 47,623 $5.7M
Degroof Petercam Asset Management 0.07% Reduce -39.6% 46,600 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -1.4% 46,565 $5.6M
ING Groep NV 0.04% Reduce -56.6% 46,369 $5.6M
Mariner, LLC 0.01% Reduce -1.8% 45,837 $5.5M
Scotia Capital Inc. 0.03% Add +792.2% 45,805 $5.5M
Westpac Banking Corp. 0.42% Reduce -9.7% 45,637 $5.5M
Twin Capital Management Inc. 0.67% Reduce -19.6% 45,030 $5.4M
Federation des caisses Desjardins du Quebec 0.04% Add +168.8% 47,160 $5.4M
Old Second National Bank of Aurora 1.40% Reduce -3.3% 44,604 $5.4M
Rockefeller Capital Management L.P. 0.02% Add +5.5% 44,515 $5.4M
Glenview Trust Co 0.11% Reduce -4.4% 44,044 $5.3M
Texas Permanent School Fund Corp. 0.04% Reduce -1.5% 43,862 $5.3M
Hudson Capital Management LLC 1.88% Reduce -4.0% 43,619 $5.3M
NorthCoast Asset Management LLC 0.07% Add +19.3% 43,481 $5.2M
Glenmede Trust Co. NA 0.03% Reduce -7.1% 42,805 $5.2M
Cibc World Market Inc. 0.01% Reduce -4.7% 42,735 $5.2M
Yousif Capital Management, LLC 0.06% Reduce -7.3% 42,398 $5.1M
Monument Capital Management 1.47% Reduce -1.3% 42,230 $5.1M
Marsico Capital Management LLC 0.17% No change 42,228 $5.1M
Quantinno Capital Management LP 0.11% Add +1.0% 42,114 $5.1M
Van Eck Associates Corp. 0.01% Add +6.6% 42,042 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +35.8% 41,991 $5.1M
Forsta Ap-Fonden 0.04% Add +9.2% 41,600 $5.0M
Citadel Advisors 0.00% Reduce -34.3% 41,146 $5.0M
Verition Fund Management LLC 0.05% Reduce -68.8% 41,005 $4.9M
Hendershot Investments Inc. 0.70% Reduce -1.3% 40,579 $4.9M
Gabelli Funds LLC 0.04% Reduce -14.6% 40,500 $4.9M
ProShare Advisors LLC 0.01% Reduce -5.4% 39,578 $4.8M
FIL Ltd 0.00% Add +8.8% 39,500 $4.8M
Arete Wealth Advisors, LLC 0.44% Add +4.3% 42,467 $4.7M
River Wealth Advisors LLC 0.67% Reduce -3.7% 38,274 $4.6M
Czech National Bank 0.06% Reduce -1.2% 37,321 $4.5M
Vanguard Personalized Indexing Management, LLC 0.10% Reduce -6.0% 37,109 $4.5M
Utah Retirement Systems 0.05% Reduce -0.3% 37,076 $4.5M
Shayne & Jacobs, LLC 1.20% Reduce -16.9% 36,541 $4.4M
Assenagon Asset Management S.A. 0.01% Add +36.1% 36,169 $4.4M
Montag A & Associates Inc. 0.21% Reduce -1.6% 35,345 $4.3M
Eisler Capital (UK) Ltd. 0.52% Add +511.0% 34,954 $4.2M
KBC Group NV 0.01% Reduce -5.6% 34,369 $4.1M
Ritholtz Wealth Management 0.14% Add +16.3% 33,959 $4.1M
PNC Financial Services Group, Inc. 0.00% Add +1.2% 33,047 $4.0M
Park Avenue Securities LLC 0.05% Reduce -2.0% 32,847 $4.0M
Larson Financial Group LLC 0.30% Reduce -1.0% 32,553 $3.9M
DNB Asset Management AS 0.02% Reduce -25.9% 32,167 $3.9M
L2 Asset Management, LLC 1.27% Add +1.9% 32,120 $3.9M
Level Four Advisory Services, LLC 0.21% Add +4.0% 37,298 $3.8M
SG Americas Securities, LLC 0.02% Add +291.1% 31,824 $3.8M
Janus Henderson Group PLC 0.00% Reduce -0.1% 31,816 $3.8M
Meiji Yasuda Asset Management Co Ltd. 0.16% Add +602.2% 31,597 $3.8M
Illinois Municipal Retirement Fund 0.06% No change 31,463 $3.8M
JB Capital LLC 0.25% Add +1301.4% 31,308 $3.8M
1832 Asset Management L.P. 0.01% Add +8.3% 31,081 $3.7M
CIBC Asset Management Inc 0.01% Add +1.5% 31,078 $3.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -14.8% 30,919 $3.7M
Orion Portfolio Solutions, LLC 0.04% Reduce -14.8% 30,919 $3.7M
NewEdge Advisors, LLC 0.03% Add +41.3% 29,393 $3.5M
New York Life Investment Management LLC 0.04% Reduce -5.2% 29,158 $3.5M
ClariVest Asset Management LLC 0.36% Reduce -69.5% 29,030 $3.5M
Wolverine Trading, LLC 0.04% New 28,550 $3.4M
Cresset Asset Management, LLC 0.02% Add +1.4% 28,488 $3.4M
Xponance LLC 0.04% Add +5.5% 28,109 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -3.8% 27,829 $3.4M
GTS Securities LLC 0.09% Reduce -5.5% 27,710 $3.3M
M&T Bank Corp 0.01% Reduce -11.4% 27,667 $3.3M
Alaska Permanent Fund Corp 0.05% Reduce -11.8% 27,503 $3.3M
Tidal Investments LLC 0.06% Reduce -17.2% 27,398 $3.3M
Blair William & Co. 0.01% Add +1.9% 27,269 $3.3M
Family Manage LLC 0.60% New 26,933 $3.2M
Broad Peak Investment Holdings Ltd. 0.60% Reduce -39.9% 26,500 $3.2M
Trustmark Bank Trust Department 0.26% Add +8.3% 26,272 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +0.2% 26,104 $3.1M
Commerce Bank 0.02% Reduce -6.5% 26,082 $3.1M
Wright Investors Service Inc. 0.80% Reduce -15.3% 26,055 $3.1M
Hennessy Advisors Inc. 0.13% Reduce -43.6% 26,000 $3.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +1.9% 25,742 $3.1M
Crossmark Global Holdings, Inc. 0.06% Add +50.0% 25,716 $3.1M
Peak Financial Advisors LLC 1.89% Reduce -2.6% 25,705 $3.1M
Sib LLC 1.44% No change 25,255 $3.0M
Stephens Inc. 0.05% Add +1100.2% 25,180 $3.0M
Daiwa Securities Group Inc. 0.02% Add +27.3% 25,098 $3.0M
Bridgeway Capital Management, LLC 0.06% No change 24,950 $3.0M
Palisade Capital Management, LP 0.09% Add +5.0% 24,674 $3.0M
Ellis Investment Partners, LLC 0.65% Reduce -4.5% 24,613 $3.0M
3Chopt Investment Partners, LLC 1.22% Add +31.5% 24,565 $3.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -12.4% 24,424 $2.9M
Paloma Partners Management Co 0.62% Add +351.5% 24,391 $2.9M
Savant Capital, LLC 0.03% Add +157.5% 24,194 $2.9M
Panagora Asset Management Inc. 0.02% Add +23.0% 24,156 $2.9M
Cerity Partners LLC 0.01% Add +27.4% 23,654 $2.9M
Todd Asset Management LLC 0.06% No change 23,438 $2.8M
Dean Investment Associates, LLC 0.39% Reduce -8.4% 23,428 $2.8M
IFG Advisory, LLC 0.21% Reduce -17.5% 23,202 $2.8M
State of Alaska, Department of Revenue 0.03% Reduce -1.1% 23,021 $2.8M
Kestra Advisory Services, LLC 0.02% Add +22.4% 22,655 $2.7M
AEGON ASSET MANAGEMENT UK Plc 0.04% Reduce -18.3% 22,268 $2.7M
Geneos Wealth Management Inc. 0.12% Reduce -2.7% 21,850 $2.6M
Symmetry Partners, LLC 0.20% No change 21,497 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.7% 21,452 $2.6M
Cibc World Markets Corp. 0.02% Reduce -84.2% 21,419 $2.6M
Edgestream Partners, L.P. 0.13% Reduce -31.2% 21,302 $2.6M
Hennion & Walsh Asset Management, Inc. 0.13% Add +7.9% 20,692 $2.5M
Bridgewater Associates 0.01% Reduce -81.9% 20,462 $2.5M
Raymond James Trust N.A. 0.06% Add +1.6% 19,925 $2.4M
Cwm, LLC 0.01% Add +83.0% 19,861 $2.4M
Marshall Wace, LLP 0.00% New 19,600 $2.4M
Harvest Investment Services, LLC 0.94% Reduce -0.3% 19,369 $2.3M
Creative Planning 0.00% Reduce -6.6% 19,299 $2.3M
Virtus Family Office LLC 3.67% Reduce -0.3% 19,051 $2.3M
Gulf International Bank (UK) Ltd 0.06% Add +0.4% 19,071 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +23.1% 19,055 $2.3M
Trail Ridge Investment Advisors, LLC 1.27% No change 18,622 $2.2M
Mizuho Markets Americas LLC 0.06% New 18,230 $2.2M
Oregon Public Employees Retirement Fund 0.04% Reduce -81.1% 18,181 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Add +215.5% 17,930 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -7.2% 17,840 $2.2M
D. E. Shaw & Co. 0.00% Reduce -66.8% 17,808 $2.1M
iA Global Asset Management Inc. 0.04% Reduce -35.8% 17,679 $2.1M
Sequoia Financial Advisors, LLC 0.03% Reduce -0.5% 17,482 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.8% 17,184 $2.1M
Darwin Wealth Management, LLC 0.56% New 16,803 $2.0M
Ieq Capital, LLC 0.03% Add +14.1% 16,702 $2.0M
iSAM Funds (UK) Ltd 1.14% New 16,562 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +9.0% 16,479 $2.0M
Bessemer Group Inc. 0.00% Add +108.6% 16,430 $2.0M
Kentucky Retirement Systems 0.06% Reduce -6.6% 16,108 $1.9M
Dean Capital Management 1.09% Reduce -9.2% 15,527 $1.9M
Versor Investments LP 0.38% New 15,400 $1.9M
Nomura Holdings Inc. 0.01% Add +190.7% 15,240 $1.8M
Advisory Services Network, LLC 0.04% Reduce -6.5% 15,099 $1.8M
Parallax Volatility Advisers, L.P. 0.06% Reduce -65.3% 14,988 $1.8M
Vestcor Inc 0.06% Reduce -32.9% 14,971 $1.8M
Thrivent Financial for Lutherans 0.00% Add +18.7% 14,918 $1.8M
Maryland State Retirement & Pension System 0.04% No change 16,933 $1.8M
Apollon Wealth Management, LLC 0.06% Add +12.8% 14,835 $1.8M
Consolidated Portfolio Review Corp 0.47% New 14,815 $1.8M
PFG Investments, LLC 0.11% New 14,815 $1.8M
Empirical Finance, LLC 0.11% Add +1.8% 14,811 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -51.3% 14,748 $1.8M
Estate Counselors, LLC 0.20% Reduce -36.3% 14,690 $1.8M
Elo Mutual Pension Insurance Co 0.04% Reduce -26.4% 14,091 $1.7M
US Bancorp \de 0.00% Add +13.6% 13,888 $1.7M
Centennial Bank 0.86% Reduce -0.1% 13,858 $1.7M
Affinity Investment Advisors, LLC 1.22% Reduce -33.9% 13,806 $1.7M
Grey Street Capital, LLC 0.23% New 13,779 $1.7M
Hartford Investment Management Co. 0.06% Reduce -5.4% 13,770 $1.7M
Argonautica Private Wealth Management, Inc. 0.59% No change 13,723 $1.7M
GLOBALT Investments LLC / GA 0.07% Reduce -3.4% 13,580 $1.6M
Trivant Custom Portfolio Group, LLC 1.03% New 13,446 $1.6M
Atria Investments, Inc 0.02% Add +29.2% 13,347 $1.6M
Banque Cantonale Vaudoise 0.06% Add +166.6% 13,146 $1.6M
Systematic Alpha Investments, LLC 0.06% No change 13,088 $1.6M
Meiji Yasuda Life Insurance Co 0.03% Add +148.6% 13,050 $1.6M
MAI Capital Management 0.02% Add +1.9% 12,986 $1.6M
IFP Advisors, Inc 0.07% Reduce -4.3% 12,959 $1.6M
Private Advisor Group, LLC 0.01% Add +36.5% 12,948 $1.6M
Redwood Investment Management, LLC 0.15% Reduce -5.5% 12,888 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -61.0% 12,523 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -8.5% 12,493 $1.5M
Dark Forest Capital Management LP 0.25% Add +397.5% 12,373 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -5.4% 12,300 $1.5M
Synovus Financial Corp. 0.02% Reduce -25.9% 12,251 $1.5M
Jupiter Wealth Management LLC 0.75% Add +8.9% 12,200 $1.4M
AXS Investments LLC 0.33% Reduce -19.4% 11,391 $1.4M
Venturi Wealth Management, LLC 0.09% Add +6452.6% 11,336 $1.4M
Credit Agricole S A 0.02% Add +111.2% 12,885 $1.4M
Inspire Investing, LLC 0.14% Reduce -5.7% 11,169 $1.3M
Inlet Private Wealth, LLC 0.37% Reduce -0.5% 11,100 $1.3M
K2 Principal Fund, L.P. 0.68% New 11,000 $1.3M
UniSuper Management Pty Ltd 0.01% Add +377.1% 10,925 $1.3M
MorganRosel Wealth Management, LLC 0.47% Reduce -10.6% 10,903 $1.3M
New Mexico Educational Retirement Board 0.05% Reduce -6.9% 10,838 $1.3M
Huntington National Bank 0.01% Add +19.6% 10,833 $1.3M
LMR Partners LLP 0.05% Reduce -4.5% 10,759 $1.3M
X-Square Capital, LLC 0.61% Reduce -53.8% 10,938 $1.3M
LBP Am SA 0.05% Reduce -9.2% 10,631 $1.3M
Institute for Wealth Management, LLC. 0.16% No change 10,500 $1.3M
Unison Advisors LLC 0.12% Add +0.1% 10,462 $1.3M
Lord, Abbett & Co. LLC 0.00% Add +29.2% 10,476 $1.3M
Seven Eight Capital, LP 0.13% New 10,457 $1.3M
Checchi Capital Advisers, LLC 0.10% No change 10,437 $1.3M
Transcend Capital Advisors, LLC 0.10% Add +31.7% 10,390 $1.3M
UMB Bank, n.a. 0.02% Add +0.1% 10,341 $1.2M
Ostrum Asset Management 0.10% Add +0.6% 10,276 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -3.6% 10,241 $1.2M
Marshall Financial Group, LLC 0.35% Add +6.0% 10,182 $1.2M
Metis Global Partners, LLC 0.04% Reduce -11.0% 10,105 $1.2M
Freedom Investment Management, Inc. 0.10% Add +1.5% 10,103 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +1.1% 10,006 $1.2M
Washington Capital Management, Inc. 0.98% No change 10,000 $1.2M
NJ State Employees Deferred Compensation Plan 0.15% No change 10,000 $1.2M
Interval Partners, LP 0.05% New 10,000 $1.2M
Vestmark Advisory Solutions, Inc. 0.05% Add +153.4% 9,991 $1.2M
Atlas Capital Advisors Inc. 0.19% Add +2.3% 9,962 $1.2M
APG Asset Management N.V. 0.00% Reduce -1.8% 10,683 $1.2M
SRN Advisors, LLC 0.93% Add +5.0% 9,880 $1.2M
Centiva Capital, LP 0.07% Reduce -29.9% 9,818 $1.2M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -19.5% 9,812 $1.2M
MQS Management LLC 0.68% Reduce -10.3% 9,804 $1.2M
Plato Investment Management Ltd 0.12% Add +216.1% 9,334 $1.1M
Cypress Capital Group 0.13% Reduce -1.9% 9,303 $1.1M
Contravisory Investment Management, Inc. 0.25% Reduce -1.2% 9,201 $1.1M
Private Advisory Group LLC 0.16% Add +7.3% 9,121 $1.1M
EFG Asset Management (Americas) Corp. 0.33% Reduce -67.9% 9,088 $1.1M
Praxis Investment Management Inc. 0.07% No change 9,050 $1.1M
Aspire Private Capital, LLC 0.28% Add +1.0% 8,956 $1.1M
Integrated Wealth Concepts LLC 0.02% Reduce -12.8% 8,878 $1.1M
Wedbush Securities Inc. 0.04% Add +43.3% 8,824 $1.1M
E. Ohman J:or Asset Management AB 0.03% No change 8,700 $1.0M
AlTi Global, Inc. 0.03% Reduce -32.2% 8,604 $1.0M
Gateway Investment Advisers LLC 0.01% Add +14.1% 8,613 $1.0M
1900 Wealth Management LLC 0.09% Reduce -24.3% 8,600 $1.0M
Schechter Investment Advisors, LLC 0.08% Add +48.2% 8,566 $1.0M
Metropolitan Life Insurance Co 0.04% Reduce -2.5% 8,555 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -11.7% 8,539 $1.0M
CSS LLC 0.25% Reduce -5.6% 8,500 $1.0M
Fox Run Management, L.L.C. 0.22% New 8,471 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +11.5% 8,615 $1.0M
Jefferies Financial Group Inc. 0.02% Reduce -16.5% 8,386 $1.0M
Caxton Associates LP 0.07% No change 8,270 $998K
Csenge Advisory Group 0.06% Reduce -18.3% 8,262 $997K
Petra Financial Advisors Inc. 0.73% Add +5.3% 8,237 $991K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 8,877 $990K
Pinnacle Associates Ltd. 0.02% Reduce -0.9% 8,210 $990K
Unigestion Holding SA 0.05% Add +15.7% 8,179 $987K
Midland Wealth Advisors, LLC 0.06% Reduce -0.1% 8,121 $980K
Perpetual Ltd 0.01% Reduce -32.3% 8,091 $976K
Balentine LLC 0.03% Reduce -1.7% 8,067 $973K
GeoWealth Management, LLC 0.04% Add +478.7% 8,027 $968K
Principal Securities, Inc. 0.03% Reduce -14.5% 8,008 $966K
Independent Financial Group, LLC 0.04% Add +23.4% 7,945 $958K
Strategic Investment Advisors / MI 0.12% Reduce -13.9% 7,913 $954K
Catalyst Funds Management Pty Ltd 0.26% — 7,800 $941K
Atria Wealth Solutions, Inc. 0.01% Add +20.6% 7,750 $935K
Castlekeep Investment Advisors LLC 0.67% Reduce -26.3% 7,723 $932K
Shell Asset Management Co. 0.04% Add +122.7% 8,443 $930K
Smith, Moore & Co. 0.10% New 7,658 $924K
Vest Financial, LLC 0.02% Add +232.2% 7,617 $919K
Virtus Investment Advisers, LLC 0.67% Reduce -7.0% 7,614 $918K
Verdence Capital Advisors LLC 0.08% Add +3.4% 7,610 $918K
Outlook Wealth Advisors, LLC 0.28% Reduce -8.8% 7,528 $908K
WealthTrust Asset Management, LLC 0.69% Add +3.1% 7,506 $905K
First Trust Direct Indexing L.P. 0.07% Add +2.1% 7,502 $905K
Johnson Investment Counsel Inc. 0.01% Reduce -0.4% 7,496 $904K
Allianz SE 0.03% — 7,452 $899K
Bradley Foster & Sargent Inc. 0.02% Reduce -19.4% 7,405 $893K
Campbell & CO Investment Adviser LLC 0.08% Reduce -57.8% 7,360 $888K
Norinchukin Bank, The 0.03% Reduce -2.8% 7,356 $887K
Engineers Gate Manager LP 0.02% Reduce -68.9% 7,350 $887K
AE Wealth Management LLC 0.01% Reduce -77.6% 7,343 $886K
Clarius Group, LLC 0.06% Reduce -3.3% 7,308 $881K
Tokio Marine Asset Management Co. Ltd. 0.04% Reduce -6.1% 7,299 $880K
SkyOak Wealth, LLC 0.21% Add +22.7% 7,260 $876K
Fifth Third Bancorp 0.00% Reduce -6.6% 7,209 $870K
Kestra Private Wealth Services, LLC 0.02% Add +0.4% 7,193 $868K
Carolina Wealth Advisors, LLC 0.47% Reduce -0.3% 7,182 $866K
Pitcairn Co. 0.06% Add +12.7% 7,177 $866K
Northwestern Mutual Wealth Management Co. 0.00% Add +162.4% 7,170 $865K
Personal Cfo Solutions, LLC 0.13% Add +2.7% 7,150 $862K
HM Payson & Co. 0.02% Reduce -0.9% 7,117 $858K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -8.9% 7,000 $844K
Penserra Capital Management LLC 0.01% Reduce -24.9% 6,950 $838K
Fiduciary Family Office, LLC 0.33% Add +38.6% 6,909 $833K
National Wealth Management Group, LLC 0.64% Reduce -1.0% 6,859 $827K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.4% 6,731 $812K
Anchor Investment Management, LLC 0.08% Reduce -2.7% 6,566 $792K
Duncan Williams Asset Management, LLC 0.71% — 6,558 $791K
Strategy Asset Managers LLC 0.17% Add +3.8% 6,522 $787K
Roman Butler Fullerton & Co. 0.29% Reduce -25.1% 4,241 $781K
Hanseatic Management Services Inc. 1.15% Add +0.2% 6,282 $758K
River Street Advisors LLC 0.51% Add +4.9% 6,207 $749K
Westover Capital Advisors, LLC 0.22% New 6,162 $743K
Tyler-Stone Wealth Management 0.33% Add +5.1% 6,157 $743K
Signaturefd, LLC 0.02% Add +5.9% 6,062 $731K
WINTON GROUP Ltd 0.05% Reduce -37.4% 6,025 $727K
Keebeck Wealth Management 0.11% No change 5,948 $719K
EHP Funds Inc. 0.49% Reduce -27.2% 5,900 $712K
Gateway Advisory, LLC 0.12% New 5,882 $709K
CI Investments Inc. 0.00% Add +4.8% 5,774 $696K
Rakuten Investment Management, Inc. 0.01% Add +969.8% 5,734 $692K
V-Square Quantitative Management LLC 0.10% Add +18.2% 5,654 $682K
Beacon Investment Advisory Services, Inc. 0.03% Add +0.0% 5,635 $680K
Axq Capital, LP 0.16% Reduce -63.9% 5,600 $675K
Moors & Cabot, Inc. 0.04% No change 5,510 $665K
Liberty Wealth Management LLC 0.13% Add +0.2% 5,499 $663K
Greenfield Savings Bank 0.35% Add +9.8% 5,490 $662K
TFB Advisors LLC 0.24% Add +103.3% 5,919 $662K
Patron Partners, LLC 0.40% Reduce -1.8% 5,400 $651K
Moloney Securities Asset Management, LLC 0.10% No change 5,391 $650K
Lombard Odier Asset Management (Switzerland) SA 0.05% New 5,371 $648K
Lido Advisors, LLC 0.01% Reduce -15.3% 5,359 $648K
Peapack Gladstone Financial Corp. 0.01% Add +50.9% 5,336 $644K
Syon Capital LLC 0.06% No change 5,325 $642K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -2.2% 5,284 $637K
World Investment Advisors 0.09% New 5,244 $633K
FCG Investment Co 0.50% Add +86.3% 5,139 $620K
Profund Advisors LLC 0.02% Add +11.1% 5,102 $615K
HighPoint Advisor Group LLC 0.04% Add +1.2% 5,289 $615K
Tocqueville Asset Management L.P. 0.01% Add +2.0% 5,092 $614K
Connectus Wealth, LLC 0.02% No change 5,000 $603K
Bison Wealth, LLC 0.10% Add +2.0% 4,997 $603K
Aprio Wealth Management, LLC 0.12% Add +39.2% 4,987 $601K
NEOS Investment Management LLC 0.04% Add +59.8% 4,884 $589K
AdvisorShares Investments LLC 0.11% No change 4,879 $589K
Public Sector Pension Investment Board 0.00% Reduce -4.0% 4,847 $585K
Concord Wealth Partners 0.11% Add +99.4% 4,845 $584K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $583K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -0.4% 4,773 $576K
Lanark Financial, Inc. 0.05% Add +2.4% 4,774 $575K
Concord Asset Management, LLC 0.15% Add +98.2% 4,755 $574K
Schwartz Investment Counsel Inc. 0.02% No change 4,650 $561K
Harbor Capital Advisors, Inc. 0.07% New 4,622 $558K
Mgo One Seven LLC 0.03% Reduce -1.1% 4,604 $555K
SVB Wealth LLC 0.01% Reduce -10.5% 4,455 $537K
Group One Trading LLC 0.02% New 4,449 $537K
CreativeOne Wealth, LLC 0.02% Add +5.3% 4,449 $536K
Yeomans Consulting Group, Inc. 0.23% New 4,398 $530K
Brown Brothers Harriman & Co. 0.00% No change 4,310 $520K
Independent Advisor Alliance 0.02% Add +81.8% 4,279 $516K
CENTRAL TRUST Co 0.01% No change 4,276 $516K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +0.9% 4,263 $514K
Caprock Group, LLC 0.03% Add +14.3% 4,246 $513K
Machina Capital S.A.S. 0.27% Reduce -30.2% 4,202 $507K
Everhart Financial Group, Inc. 0.15% Add +17.2% 4,177 $504K
Forum Financial Management, LP 0.01% Reduce -3.1% 4,159 $502K
Wahed Invest LLC 0.11% Add +13.1% 4,135 $499K
Paragon Capital Management Ltd 0.09% Add +0.1% 4,119 $497K
United Community Bank 0.19% Reduce -1.1% 4,106 $495K
Greenleaf Trust 0.00% Reduce -24.4% 4,099 $494K
Compound Planning, Inc. 0.05% Add +6.3% 4,082 $492K
Capstone Investment Advisors, LLC 0.02% Add +25.8% 4,073 $491K
Family Firm, Inc. 0.12% Reduce -6.2% 4,071 $491K
Financial Counselors Inc. 0.01% Reduce -1.2% 4,067 $491K
Raleigh Capital Management Inc. 0.21% Add +2.8% 4,039 $487K
Yorktown Management & Research Co Inc 0.46% No change 4,000 $482K
Coldstream Capital Management Inc. 0.01% Reduce -9.8% 3,966 $478K
Tectonic Advisors LLC 0.04% Add +5.3% 3,944 $476K
Moody Aldrich Partners LLC 0.08% Reduce -0.5% 3,935 $475K
Kapitalo Investimentos Ltda 0.10% Reduce -21.3% 3,877 $468K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,863 $466K
Smith Salley Wealth Management 0.04% No change 3,857 $465K
Glen Eagle Advisors, LLC 0.09% Reduce -1.9% 3,842 $463K
W.H. Cornerstone Investments Inc. 0.33% Add +20.4% 3,840 $463K
Richard W. Paul & Associates, LLC 0.18% Reduce -11.7% 3,834 $463K
Ballentine Partners, LLC 0.01% Add +4.2% 3,757 $453K
Parallel Advisors, LLC 0.01% Reduce -9.9% 3,747 $452K
Community Bank & Trust, Waco, Texas 0.11% No change 3,741 $451K
Patten Group, Inc. 0.11% Reduce -0.8% 3,696 $446K
Ellevest, Inc. 0.03% Add +11.9% 3,641 $439K
One Wealth Advisors, LLC 0.08% Reduce -0.7% 3,618 $437K
FDx Advisors, Inc. 0.07% Reduce -27.1% 3,603 $435K
Smartleaf Asset Management LLC 0.08% Add +95.3% 3,648 $431K
180 Wealth Advisors, LLC 0.08% Add +59.0% 3,505 $423K
NorthRock Partners, LLC 0.02% Add +0.2% 3,495 $422K
Harvest Fund Management Co., Ltd 0.04% Reduce -37.8% 3,492 $421K
Burns Matteson Capital Management, LLC 0.27% New 3,478 $420K
Entropy Technologies, LP 0.04% New 3,470 $419K
Menard Financial Group LLC 0.35% Add +54.4% 3,454 $417K
Bleakley Financial Group, LLC 0.01% Add +2.3% 3,451 $416K
Simplicity Wealth,LLC 0.01% New 3,451 $416K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -2.9% 3,428 $413K
Brown Capital Management LLC 0.01% No change 3,399 $410K
Horizon Advisory Services, Inc. 0.19% — 3,389 $409K
CoreCap Advisors, LLC 0.02% Add +3.0% 3,388 $409K
Readystate Asset Management LP 0.02% New 3,350 $404K
First Horizon Advisors, Inc. 0.01% Reduce -6.8% 3,348 $404K
Aerodigm Wealth, LLC 0.16% New 3,330 $402K
Horizon Investments, LLC 0.01% Reduce -0.9% 3,329 $402K
Fidelis Capital Partners, LLC 0.06% Add +16.3% 3,313 $400K
Precision Wealth Strategies, LLC 0.38% Reduce -9.6% 3,308 $399K
Harbour Investments, Inc. 0.01% Add +104.8% 3,292 $397K
Perigon Wealth Management, LLC 0.01% Add +49.6% 3,262 $393K
Blue Trust, Inc. 0.01% Reduce -12.9% 3,188 $385K
Smithfield Trust Co 0.02% Reduce -3.7% 3,161 $381K
Kathmere Capital Management, LLC 0.04% Add +14.9% 3,144 $379K
Alps Advisors Inc. 0.00% Reduce -19.8% 3,134 $378K
AlphaCentric Advisors LLC 0.23% Reduce -11.8% 3,132 $378K
Ascent Group, LLC 0.03% Add +4.5% 3,120 $376K
Belpointe Asset Management LLC 0.03% New 3,117 $376K
E Fund Management Co., Ltd. 0.02% New 3,104 $374K
KMG Fiduciary Partners, LLC 0.04% Add +0.0% 3,103 $374K
J.W. Cole Advisors, Inc. 0.02% Add +1.0% 3,071 $370K
Planned Solutions, Inc. 0.18% Add +10.9% 3,057 $369K
Capital Investment Advisors, LLC 0.01% Reduce -2.0% 3,038 $366K
Legal Advantage Investments, Inc. 0.20% No change 3,020 $364K
Quantum Private Wealth, LLC 0.13% Add +30.3% 3,008 $363K
Union Investments & Development Ltd. 1.68% No change 3,000 $362K
Axxcess Wealth Management, LLC 0.01% No change 3,000 $362K
Choate Investment Advisors 0.01% Reduce -5.3% 2,998 $362K
Avantax Advisory Services, Inc. 0.00% New 2,965 $358K
Advisor Resource Council 0.15% Reduce -65.9% 3,445 $356K
Argent Trust Co 0.02% Add +4.4% 2,935 $354K
Cutler Group LLC / CA 0.18% New 2,937 $354K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -47.9% 2,910 $351K
Sienna Gestion 0.03% — 2,901 $350K
Optimum Investment Advisors 0.16% Reduce -9.4% 2,900 $350K
Dorsey & Whitney Trust CO LLC 0.02% Add +3.0% 2,892 $349K
RFG Advisory, LLC 0.01% Reduce -3.1% 2,878 $347K
Cidel Asset Management Inc. 0.03% Reduce -36.2% 2,869 $346K
Rehmann Capital Advisory Group 0.03% Reduce -4.9% 2,854 $344K
Edmonds Duncan Registered Investment Advisors, LLC 0.09% Reduce -25.5% 2,854 $344K
Pallas Capital Advisors LLC 0.01% Add +5.9% 2,843 $343K
Financial Advocates Investment Management 0.02% Add +0.0% 2,818 $340K
Kolinsky Wealth Management, LLC 0.26% Reduce -6.0% 2,808 $339K
Quent Capital, LLC 0.04% Add +16.1% 2,808 $339K
Cullen/Frost Bankers, Inc. 0.01% Add +0.1% 2,807 $339K
Voya Financial Advisors, Inc. 0.04% Reduce -6.7% 2,849 $336K
Simplex Trading, LLC 0.01% New 2,759 $332K
B. Riley Wealth Advisors, Inc. 0.01% Add +7.4% 4,472 $332K
Evolution Wealth Advisors, LLC 0.06% No change 2,743 $331K
Foundations Investment Advisors, LLC 0.01% Add +6.2% 2,740 $331K
D'Orazio & Associates, Inc. 0.05% Add +10.7% 2,733 $330K
Verdad Advisers, LP 0.36% New 2,732 $330K
1858 Wealth Management, LLC 0.31% No change 3,169 $327K
Oppenheimer Asset Management Inc. 0.00% Reduce -41.5% 2,702 $326K
Exencial Wealth Advisors, LLC 0.01% Reduce -2.3% 2,675 $323K
McGlone Suttner Wealth Management, Inc. 0.06% Add +36.5% 2,665 $321K
Burford Brothers, Inc. 0.21% Add +4.2% 2,658 $321K
Brevan Howard Capital Management LP 0.03% Add +21.8% 2,647 $319K
Trust Asset Management LLC 0.03% No change 2,627 $317K
Aspen Investment Management Inc 0.16% New 2,620 $316K
Moody National Bank Trust Division 0.02% Reduce -16.1% 2,604 $314K
Waterloo Capital, L.P. 0.04% Reduce -9.8% 2,580 $311K
Townsquare Capital LLC 0.00% New 2,572 $310K
Eads & Heald Wealth Management 0.14% Add +3.5% 2,538 $306K
Westwood Holdings Group Inc. 0.00% Reduce -4.5% 2,528 $305K
Jackson Square Capital, LLC 0.08% New 2,507 $302K
Fortem Financial Group, LLC 0.13% Add +0.0% 2,503 $302K
Washington Trust Bank 0.03% No change 2,500 $302K
Marex Group Ltd 0.01% New 2,500 $302K
Old National Bancorp 0.01% New 2,492 $301K
SC&H Financial Advisors, Inc. 0.08% No change 2,480 $299K
Jump Financial, LLC 0.01% Reduce -85.9% 2,478 $299K
Concurrent Investment Advisors, LLC 0.01% New 2,470 $298K
Providence Capital Advisors, LLC 0.06% No change 2,467 $298K
SageView Advisory Group, LLC 0.01% New 2,529 $297K
First Hawaiian Bank 0.01% Reduce -61.0% 2,450 $296K
Cipher Capital LP 0.14% New 2,447 $295K
Wedmont Private Capital 0.02% Add +2.8% 2,551 $294K
HB Wealth Management, LLC 0.00% Add +1.7% 2,435 $294K
SpiderRock Advisors, LLC 0.01% — 2,641 $291K
Ameritas Investment Partners, Inc. 0.01% No change 2,396 $289K
Hyperion Capital Advisors LP 0.14% New 2,388 $288K
Manchester Capital Management LLC 0.04% Add +0.5% 2,385 $288K
Certuity, LLC 0.03% No change 2,378 $287K
Archer Investment Corp 0.09% No change 2,362 $285K
Meeder Advisory Services, Inc. 0.03% Add +3.6% 2,360 $285K
Bramshill Investments, LLC 0.03% New 2,345 $283K
Siemens Fonds Invest GmbH 0.02% Reduce -5.7% 2,337 $282K
AlphaQuest LLC 0.05% Reduce -51.7% 2,328 $281K
Cigna Investments Inc. 0.05% No change 2,308 $279K
Five Oceans Advisors 0.14% Add +0.1% 2,298 $277K
Banque Pictet & Cie SA 0.00% Reduce -25.5% 2,290 $276K
Equitable Holdings, Inc. 0.00% Add +2.5% 2,268 $274K
Riverwater Partners LLC 0.20% Reduce -36.2% 2,264 $273K
Symmetry Investments LP 0.03% New 2,262 $273K
Lebenthal Global Advisors, LLC 0.06% Add +12.2% 2,242 $270K
Eudaimonia Advisors LLC 0.14% New 2,229 $269K
Global Retirement Partners, LLC 0.01% Add +4.8% 2,226 $269K
NovaPoint Capital, LLC 0.09% Add +1.6% 2,188 $264K
Fiduciary Trust Co 0.00% No change 2,175 $262K
Conning Inc. 0.01% No change 2,167 $261K
LVW Advisors, LLC 0.04% New 2,157 $260K
Integrated Investment Consultants, LLC 0.07% New 2,156 $260K
Madison Asset Management, LLC 0.00% New 2,140 $258K
Colonial Trust Co / SC 0.05% Reduce -1.2% 2,139 $258K
Thrive Capital Management, LLC 0.14% New 2,121 $256K
AMG National Trust Bank 0.01% No change 2,121 $256K
Vantage Consulting Group Inc 0.16% Reduce -13.2% 2,110 $255K
Denali Advisors LLC 0.07% Add +10.6% 2,109 $254K
Marcum Wealth, LLC 0.03% Reduce -0.4% 2,105 $254K
Kennedy Capital Management LLC 0.01% Add +0.3% 2,099 $253K
Impact Partnership Wealth, LLC 0.10% Add +3.4% 2,077 $251K
DGS Capital Management, LLC 0.07% New 2,077 $251K
Omnia Family Wealth, LLC 0.12% No change 2,065 $249K
U.S. Capital Wealth Advisors, LLC 0.01% No change 2,062 $249K
Delta Investment Management, LLC 0.06% New 2,056 $248K
NDVR, Inc. 0.23% New 2,041 $246K
EP Wealth Advisors, LLC 0.00% New 2,037 $246K
Lake Street Advisors Group, LLC 0.01% Reduce -0.1% 2,026 $245K
Juncture Wealth Strategies, LLC 0.10% No change 2,019 $244K
Park Place Capital Corp 0.09% Add +1129.9% 2,017 $243K
FourThought Financial Partners, LLC 0.03% Add +1.2% 2,014 $243K
Nwam LLC 0.02% New 2,056 $241K
Nilsine Partners, LLC 0.03% Reduce -0.4% 1,987 $240K
Florida Financial Advisors, LLC 0.18% New 1,986 $240K
American Institute for Advanced Investment Management, LLP 0.19% No change 1,975 $238K
Koshinski Asset Management, Inc. 0.02% New 1,968 $237K
Bokf, NA 0.00% Add +1.8% 1,997 $237K
Renasant Bank 0.17% Reduce -1.2% 1,950 $235K
Clearbridge Investments, LLC 0.00% No change 1,950 $235K
OneDigital Investment Advisors LLC 0.00% New 1,929 $233K
Pinnacle Wealth Management Group, Inc. 0.17% New 1,900 $229K
Phoenix Financial Ltd. 0.00% New 1,902 $229K
Hancock Whitney Corp. 0.01% Reduce -13.8% 1,897 $229K
TD Private Client Wealth LLC 0.01% Add +0.5% 1,867 $225K
Pathway Financial Advisors LLC 0.06% New 1,860 $224K
Wealth Alliance, LLC 0.03% New 1,859 $224K
Carnegie Investment Counsel 0.01% New 1,854 $224K
Summit Global Investments 0.02% Reduce -86.4% 1,847 $223K
Flagship Harbor Advisors, LLC 0.01% New 1,831 $221K
Clark Financial Services Group Inc. 0.26% New 1,821 $220K
Red Door Wealth Management, LLC 0.04% New 1,816 $219K
Aaron Wealth Advisors LLC 0.03% Reduce -22.1% 1,802 $217K
Accurate Wealth Management, LLC 0.06% Add +6.8% 2,051 $216K
ERn Financial, LLC 0.04% New 1,783 $215K
First Affirmative Financial Network 0.16% New 1,782 $215K
Lincoln National Corp. 0.00% New 1,781 $215K
Diametric Capital, LP 0.12% New 1,777 $214K
Claret Asset Management Corp 0.04% New 1,771 $214K
Pinkerton Wealth, LLC 0.03% New 1,774 $214K
Strategic Wealth Partners, Ltd. 0.02% New 1,770 $213K
Sheaff Brock Investment Advisors, LLC 0.02% New 1,745 $210K
Premier Path Wealth Partners, LLC 0.04% New 1,733 $209K
Prudential PLC 0.00% Reduce -89.6% 1,716 $207K
Ossiam 0.00% New 1,714 $207K
Advisors Asset Management, Inc. 0.00% Reduce -50.3% 1,712 $207K
Sigma Planning Corp 0.01% New 1,709 $206K
South Street Advisors LLC 0.03% New 1,700 $205K
Capital Analysts, LLC 0.01% Add +18.4% 1,692 $204K
BBR Partners, LLC 0.02% New 1,688 $204K
Vicus Capital 0.02% New 1,683 $203K
Advisor OS, LLC 0.02% New 1,679 $202K
Benjamin F. Edwards & Company, Inc. 0.00% Add +0.6% 1,668 $201K
Quadrant Capital Group LLC 0.02% No change 1,592 $192K
CX Institutional 0.01% Add +1.0% 1,587 $191K
Sugarloaf Wealth Management, LLC 0.04% Reduce -8.6% 1,575 $190K
Farther Finance Advisors, LLC 0.01% Reduce -5.6% 1,591 $188K
Concourse Financial Group Securities, Inc. 0.01% Add +152.5% 1,505 $182K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,500 $181K
Spotlight Asset Group, Inc. 0.13% Reduce -9.7% 1,485 $179K
LifeSteps Financial, Inc. 0.13% New 1,446 $174K
C M Bidwell & Associates Ltd. 0.12% Add +0.4% 1,401 $169K
Allworth Financial LP 0.00% Add +7.0% 1,306 $157K
Sentry Investment Management LLC 0.06% New 1,261 $152K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.9% 1,257 $152K
Centaurus Financial, Inc. 0.01% Reduce -16.5% 1,239 $149K
Hexagon Capital Partners LLC 0.03% No change 1,221 $147K
Mather Group, Llc. 0.00% New 1,356 $140K
GAMMA Investing LLC 0.03% Add +6.7% 1,156 $139K
Private Trust Co. NA 0.01% Add +47.1% 1,108 $134K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +123.4% 1,088 $131K
Avior Wealth Management, LLC 0.01% Add +258.1% 1,078 $130K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.05% New 1,102 $127K
Plante Moran Financial Advisors, LLC 0.01% No change 1,000 $121K
First Manhattan Co. Llc. 0.00% New 1,000 $121K
ICA Group Wealth Management, LLC 0.02% No change 981 $118K
Bay Harbor Wealth Management, LLC 0.04% Reduce -3.4% 942 $114K
State of Wyoming 0.02% Reduce -56.8% 906 $109K
Adirondack Trust Co. 0.05% No change 902 $109K
MV Capital Management, Inc. 0.01% Add +0.1% 876 $106K
Knuff & Co LLC 0.03% New 800 $96K
Salomon & Ludwin, LLC 0.01% No change 800 $96K
Bartlett & Co. Wealth Management LLC 0.00% No change 782 $95K
Leonteq Securities AG 0.01% Reduce -16.7% 757 $91K
General Partner, Inc. 0.05% No change 711 $86K
Johnson Financial Group, Inc. 0.00% Add +66.3% 710 $86K
AllSquare Wealth Management LLC 0.05% No change 690 $83K
FinTrust Capital Advisors, LLC 0.01% Reduce -26.1% 586 $71K
CVA Family Office, LLC 0.01% No change 570 $69K
Castleview Partners, LLC 0.04% No change 551 $66K
Richardson Financial Services Inc. 0.05% Reduce -25.4% 533 $64K
Deseret Mutual Benefit Administrators 0.03% No change 493 $59K
Evermay Wealth Management LLC 0.01% Reduce -0.7% 455 $55K
Arlington Trust Co LLC 0.01% Reduce -7.4% 440 $53K
St Germain D J Co. Inc. 0.00% No change 440 $53K
International Assets Investment Management, LLC 0.01% Reduce -0.5% 20,278 $53K
Hantz Financial Services, Inc. 0.00% Reduce -19.6% 432 $52K
Spire Wealth Management 0.00% Add +177.4% 430 $52K
Friedenthal Financial 0.03% Reduce -5.5% 428 $52K
Grove Bank & Trust 0.01% No change 421 $51K
Covestor Ltd 0.03% Reduce -83.9% 415 $50K
Lindbrook Capital, LLC 0.00% Add +9.2% 414 $50K
Financial Perspectives, Inc 0.02% No change 410 $49K
Ancora Advisors LLC 0.00% No change 400 $48K
Security National Bank 0.01% No change 390 $47K
JFS Wealth Advisors, LLC 0.00% Add +41.6% 378 $46K
Pacific Center for Financial Services 0.01% Reduce -40.5% 356 $43K
EntryPoint Capital, LLC 0.04% Reduce -53.2% 351 $42K
DT Investment Partners, LLC 0.00% Reduce -16.3% 334 $40K
Creative Financial Designs Inc. 0.00% No change 333 $40K
ORG Partners LLC 0.08% Reduce -15.1% 333 $39K
Parkside Financial Bank & Trust 0.01% Add +8.3% 315 $38K
Altshuler Shaham Ltd 0.00% Reduce -32.9% 304 $37K
WealthCollab, LLC 0.03% Add +13.6% 300 $36K
Byrne Asset Management LLC 0.03% Add +18.2% 292 $35K
Sandy Spring Bank 0.00% No change 288 $35K
Salem Investment Counselors Inc. 0.00% No change 285 $34K
Frazier Financial Advisors, LLC 0.03% Add +54.4% 284 $34K
Whittier Trust Co. 0.00% No change 280 $34K
LRI Investments, LLC 0.01% — 236 $28K
Bell Investment Advisors, Inc 0.01% Add +5.9% 234 $28K
CNB Bank 0.01% Add +15.2% 227 $27K
Rothschild Investment LLC 0.00% Add +13.0% 217 $26K
E Fund Management (Hong Kong) Co., Ltd. 0.02% New 215 $26K
Benjamin Edwards Inc. 0.01% New 215 $26K
Community Bank, N.A. 0.00% No change 210 $25K
RFP Financial Group LLC 0.01% Reduce -27.1% 186 $22K
Continuum Advisory, LLC 0.00% New 163 $19K
Naples Money Management LLC 0.02% Reduce -50.0% 150 $18K
WR Wealth Planners, LLC 0.01% New 150 $18K
Westside Investment Management, Inc. 0.00% New 150 $18K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.6% 149 $18K
AdvisorNet Financial, Inc 0.00% Reduce -65.3% 148 $18K
Balefire, LLC 0.01% New 139 $17K
Nemes Rush Group LLC 0.00% No change 134 $16K
EverSource Wealth Advisors, LLC 0.00% Reduce -53.3% 144 $16K
Financial Management Professionals, Inc. 0.00% Reduce -34.9% 136 $16K
Carolinas Wealth Consulting LLC 0.00% Reduce -13.3% 131 $16K
Fortitude Family Office, LLC 0.01% No change 129 $16K
Valued Wealth Advisors LLC 0.01% Add +91.0% 128 $15K
Distillate Capital Partners LLC 2.57% New 127 $15K
PFG Private Wealth Management, LLC 0.01% No change 126 $15K
Rise Advisors, LLC 0.01% New 125 $15K
West Oak Capital, LLC 0.01% No change 125 $15K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 120 $14K
REAP Financial Group, LLC 0.00% Add +19.0% 119 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -3.4% 113 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.9% 108 $13K
Janiczek Wealth Management, LLC 0.00% Reduce -0.9% 106 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $12K
Harbor Investment Advisory, LLC 0.00% Add +86.8% 99 $12K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 98 $12K
GW&K Investment Management, LLC 0.00% Add +4.7% 89 $11K
Aspect Partners, LLC 0.01% No change 87 $10K
Eagle Bay Advisors LLC 0.01% Reduce -8.5% 86 $10K
Private Wealth Management Group, LLC 0.00% Reduce -4.6% 83 $10K
SJS Investment Consulting Inc. 0.00% No change 70 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $8K
Rakuten Securities, Inc. 0.00% Reduce -81.1% 68 $8K
LGT Financial Advisors LLC 0.01% No change 61 $7K
Hollencrest Capital Management 0.00% No change 60 $7K
Avion Wealth 0.00% Add +13.7% 58 $7K
Capital Advisors, Ltd. LLC 0.00% Add +7.7% 56 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 57 $7K
Global Wealth Strategies & Associates 0.00% No change 57 $7K
Versant Capital Management, Inc 0.00% No change 56 $7K
Cetera Trust Company, N.A 0.00% No change 55 $7K
Abich Financial Wealth Management LLC 0.01% Add +25.6% 54 $7K
Red Tortoise LLC 0.00% No change 54 $7K
TD Waterhouse Canada Inc. 0.00% Reduce -84.4% 42 $6K
West Paces Advisors Inc. 0.00% Reduce -10.2% 53 $6K
Pinnacle Bancorp, Inc. 0.00% Reduce -56.5% 50 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -21.3% 48 $6K
Prestige Wealth Management Group LLC 0.00% No change 44 $5K
Pineridge Advisors LLC 0.00% Reduce -2.3% 42 $5K
FWL Investment Management, LLC 0.00% Reduce -42.3% 41 $5K
Kozak & Associates, Inc. 0.00% New 40 $5K
MCF Advisors LLC 0.00% Add +16.1% 36 $4K
Laffer Tengler Investments, Inc. 0.00% No change 34 $4K
Psagot Value Holdings Ltd. / (Israel) 0.04% No change 35 $4K
Valley National Advisers Inc. 0.00% Add +16.7% 35 $4K
Cape Investment Advisory, Inc. 0.00% Add +10.3% 32 $4K
Trifecta Capital Advisors, LLC 0.00% Reduce -13.5% 32 $4K
Wolff Wiese Magana LLC 0.00% New 31 $4K
Planning Capital Management Corp 0.00% No change 27 $3K
True Wealth Design, LLC 0.00% Reduce -99.8% 23 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 20 $2K
Beacon Capital Management, LLC 0.00% No change 20 $2K
Abound Wealth Management 0.00% No change 18 $2K
SYSTM Wealth Solutions LLC 0.00% No change 17 $2K
North Star Investment Management Corp. 0.00% No change 16 $2K
Dunhill Financial, LLC 0.00% Add +23.1% 16 $2K
FRG Family Wealth Advisors LLC 0.00% New 15 $2K
Zions Bancorporation, N.A. 0.00% Reduce -50.0% 13 $2K
Raffa Wealth Management, LLC 0.00% No change 11 $1K
Creekmur Asset Management LLC 0.00% New 10 $1K
TFC Financial Management, Inc. 0.00% Add +12.5% 9 $1K
Cornerstone Planning Group LLC 0.00% New 9 $1K
Asset Dedication, LLC 0.00% No change 5 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -70.8% 7 $893
Tradewinds Capital Management, LLC 0.00% New 7 $845
Colonial Trust Advisors 0.00% Reduce -87.5% 7 $844
NFSG Corp 0.00% New 6 $724
Nvwm, LLC 0.00% New 5 $603
WestEnd Advisors, LLC 0.00% No change 1 $121

"% of holder's portfolio" is PHM's weight in each manager's 13F, not the share of Pultegroup Inc. the manager owns.