PultegroupPHM
13F holders, Q2 2024 (June 30)938holders +27
112new positions
81sold out
8famous investors
$110.08avg. 13F price*
At the end of Q2 2024, 938 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, up 27 from Q1 2024. 112 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock Inc. ($2.4B) and Franklin Resources Inc. ($1.2B). 8 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates'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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $129.2M |
| Exits | 81 | $101.2M |
All 13F filers, Q1 2024 → Q2 2024: 8,582,007 shares bought and 11,107,605 shares sold, net −2,525,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 938 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.7% | 24,129,465 | $2.7B |
| BlackRock Inc. | 0.05% | Reduce -0.3% | 21,857,429 | $2.4B |
| Franklin Resources Inc. | 0.36% | Reduce -7.8% | 10,668,539 | $1.2B |
| State Street Corp. | 0.05% | Reduce -1.1% | 10,536,701 | $1.2B |
| Greenhaven Associates Inc. | 8.07% | Reduce -1.7% | 5,576,308 | $614.0M |
| Geode Capital Management, LLC | 0.05% | Reduce -0.9% | 5,057,286 | $556.0M |
| Dimensional Fund Advisors LP | 0.14% | Reduce -4.6% | 4,788,040 | $527.2M |
| FMR LLC | 0.03% | Add +4.6% | 4,469,071 | $492.0M |
| Norges Bank | 0.06% | Reduce -1.4% | 3,705,904 | $408.0M |
| LSV Asset Management | 0.88% | Reduce -2.1% | 3,635,304 | $400.2M |
| Invesco Ltd. | 0.08% | Reduce -15.1% | 3,387,284 | $372.9M |
| Morgan Stanley | 0.03% | Add +1.0% | 3,050,253 | $335.8M |
| Pacer Advisors, Inc. | 0.77% | Add +8.6% | 2,968,788 | $326.9M |
| Northern Trust Corp. | 0.04% | Reduce -3.6% | 2,232,315 | $245.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -3.4% | 2,166,776 | $238.6M |
| AQR Capital Management | 0.35% | Reduce -34.7% | 2,058,227 | $226.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +9.7% | 1,875,007 | $206.4M |
| Bank of America Corp. | 0.02% | Add +0.6% | 1,765,663 | $194.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +48.9% | 1,728,649 | $190.3M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Reduce -1.7% | 1,643,237 | $180.9M |
| Allianz Asset Management GmbH | 0.28% | Reduce -0.4% | 1,595,425 | $175.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -7.8% | 1,589,015 | $175.0M |
| Legal & General Group Plc | 0.05% | Add +2.8% | 1,572,880 | $173.2M |
| HSBC Holdings PLC | 0.11% | Add +19.6% | 1,529,698 | $168.3M |
| Deutsche Bank AG | 0.08% | Add +9.9% | 1,526,313 | $168.0M |
| Nuveen Asset Management, LLC | 0.05% | Add +5.2% | 1,497,126 | $164.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.4% | 1,342,536 | $147.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -24.0% | 1,325,955 | $146.0M |
| Los Angeles Capital Management LLC | 0.51% | Reduce -9.9% | 1,291,759 | $142.2M |
| Caisse de depot et placement du Quebec | 0.33% | Reduce -6.9% | 1,247,619 | $137.4M |
| Nordea Investment Management AB | 0.16% | Add +83.0% | 1,219,398 | $134.7M |
| Victory Capital Management Inc. | 0.11% | Add +5.9% | 964,422 | $106.2M |
| Captrust Financial Advisors | 0.33% | Reduce -13.7% | 937,368 | $103.2M |
| Amundi | 0.04% | Add +2.4% | 962,730 | $101.1M |
| Robeco Institutional Asset Management B.V. | 0.21% | Add +7.2% | 890,288 | $98.0M |
| Balyasny Asset Management L.P. | 0.25% | Reduce -30.3% | 864,098 | $95.1M |
| UBS Group AG | 0.03% | Add +2.4% | 818,458 | $90.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.8% | 811,838 | $89.4M |
| First Trust Advisors LP | 0.09% | Add +10.6% | 809,333 | $89.1M |
| Man Group plc | 0.24% | Add +18.2% | 806,718 | $88.8M |
| Clark Capital Management Group, Inc. | 0.58% | Add +1.4% | 711,479 | $78.3M |
| Russell Investments Group, Ltd. | 0.12% | Add +2.7% | 698,456 | $76.9M |
| Barclays PLC | 0.03% | Reduce -2.9% | 653,093 | $71.9M |
| Millennium Management | 0.06% | Add +95.7% | 651,029 | $71.7M |
| Citigroup Inc. | 0.07% | Add +1.5% | 643,793 | $70.9M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -13.1% | 637,646 | $70.2M |
| Swiss National Bank | 0.05% | Reduce -2.7% | 628,000 | $69.1M |
| Assetmark, Inc. | 0.21% | Add +2.1% | 626,149 | $68.9M |
| Wells Fargo & Company | 0.02% | Add +15.0% | 612,370 | $67.4M |
| Swedbank AB | 0.08% | Reduce -0.7% | 567,955 | $62.5M |
| Pictet Asset Management Holding SA | 0.07% | Reduce -17.3% | 556,395 | $61.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -13.8% | 535,275 | $58.9M |
| National Pension Service | 0.07% | Reduce -1.4% | 525,218 | $57.8M |
| Mackenzie Financial Corp. | 0.08% | Reduce -3.9% | 510,795 | $56.2M |
| Citadel Advisors | 0.06% | Add +1124.8% | 503,974 | $55.5M |
| Squarepoint Ops LLC | 0.21% | Add +17.4% | 499,109 | $55.0M |
| Bank of Montreal | 0.02% | Add +93.9% | 491,486 | $54.1M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +108.9% | 434,800 | $47.9M |
| Rhumbline Advisers | 0.04% | Reduce -9.0% | 420,214 | $46.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.3% | 416,671 | $45.9M |
| Tredje AP-fonden | 0.44% | Reduce -22.7% | 413,369 | $45.5M |
| Lazard Asset Management LLC | 0.06% | Reduce -11.0% | 413,049 | $45.5M |
| Royal Bank of Canada | 0.01% | Reduce -28.3% | 409,871 | $45.1M |
| Jane Street Group, LLC | 0.05% | Add +561.0% | 405,574 | $44.7M |
| California Public Employees Retirement System | 0.03% | Reduce -5.1% | 405,054 | $44.6M |
| QRG Capital Management, Inc. | 0.53% | Reduce -0.7% | 402,367 | $44.3M |
| Principal Financial Group Inc. | 0.03% | Reduce -1.3% | 389,788 | $42.9M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -2.0% | 388,421 | $42.7M |
| Storebrand Asset Management As | 0.14% | Reduce -6.5% | 373,467 | $41.1M |
| Generate Investment Management Ltd | 2.98% | Add +57.9% | 372,096 | $41.0M |
| Wedge Capital Management L L P | 0.73% | Reduce -11.0% | 371,976 | $41.0M |
| AustralianSuper Pty Ltd | 0.24% | Reduce -3.9% | 370,932 | $40.8M |
| Fiera Capital Corp | 0.13% | Reduce -1.4% | 369,759 | $40.7M |
| Homestead Advisers Corp | 1.00% | Reduce -1.8% | 368,800 | $40.6M |
| Holocene Advisors, LP | 0.17% | Reduce -64.8% | 359,453 | $39.6M |
| BNP Paribas Financial Markets | 0.04% | Reduce -18.9% | 345,634 | $38.1M |
| California State Teachers Retirement System | 0.05% | Add +1.2% | 341,542 | $37.6M |
| Danske Bank A/S | 0.14% | Reduce -6.3% | 336,993 | $37.1M |
| LPL Financial LLC | 0.02% | Add +11.4% | 331,214 | $36.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.1% | 327,914 | $36.1M |
| Truist Financial Corp. | 0.05% | Add +7.3% | 326,123 | $35.9M |
| O'shaughnessy Asset Management, LLC | 0.37% | Reduce -11.7% | 326,114 | $35.9M |
| Raymond James & Associates | 0.02% | Add +7.6% | 325,858 | $35.9M |
| Sei Investments Co. | 0.05% | Add +3.7% | 323,003 | $35.6M |
| American Century Companies Inc. | 0.02% | Add +1.5% | 311,097 | $34.3M |
| Mercer Global Advisors Inc. | 0.09% | Add +3.6% | 307,123 | $34.0M |
| Schroder Investment Management Group | 0.04% | Add +53.2% | 305,509 | $33.6M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -22.6% | 300,514 | $33.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -1.3% | 286,477 | $31.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +11.5% | 278,197 | $30.6M |
| State Board of Administration of Florida Retirement System | 0.06% | Reduce -7.3% | 275,765 | $30.4M |
| Empowered Funds, LLC | 0.52% | Add +41.9% | 273,673 | $30.1M |
| Intech Investment Management LLC | 0.37% | Add +95.2% | 273,345 | $30.1M |
| Winslow Asset Management Inc. | 5.88% | Reduce -6.5% | 271,049 | $29.8M |
| Brandywine Global Investment Management, LLC | 0.22% | Add +3.5% | 270,123 | $29.7M |
| New York State Teachers Retirement System | 0.06% | Reduce -5.1% | 267,394 | $29.4M |
| Bridgewater Associates | 0.15% | Add +1188.0% | 263,554 | $29.0M |
| Moran Wealth Management, LLC | 0.95% | Add +78.6% | 261,313 | $28.8M |
| Korea Investment CORP | 0.07% | Add +7.7% | 261,290 | $28.8M |
| Alyeska Investment Group, L.P. | 0.17% | Add +44.3% | 261,131 | $28.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -1.4% | 252,280 | $27.8M |
| Teacher Retirement System of Texas | 0.16% | Reduce -0.1% | 248,657 | $27.4M |
| Walleye Trading LLC | 0.52% | Reduce -8.1% | 241,785 | $26.6M |
| Retirement Systems of Alabama | 0.10% | Reduce -4.8% | 239,363 | $26.4M |
| Zacks Investment Management | 0.29% | Add +26.0% | 237,754 | $26.2M |
| Regions Financial Corp. | 0.19% | Reduce -32.7% | 232,615 | $25.6M |
| Andra AP-fonden | 0.43% | Add +4.5% | 230,100 | $25.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -7.9% | 229,937 | $25.3M |
| TD Asset Management Inc | 0.02% | Add +31.9% | 221,355 | $24.4M |
| Edmond DE Rothschild Holding S.A. | 0.40% | Add +7.6% | 213,755 | $23.5M |
| Dana Investment Advisors, Inc. | 0.78% | Reduce -8.2% | 208,862 | $23.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.11% | Reduce -24.8% | 208,427 | $22.9M |
| J. Safra Sarasin Holding AG | 0.42% | — | 206,606 | $22.7M |
| Walleye Capital LLC | 0.26% | Add +67.3% | 203,300 | $22.4M |
| Canada Pension Plan Investment Board | 0.02% | Add +7.5% | 203,000 | $22.4M |
| Prudential Financial Inc. | 0.03% | Reduce -9.6% | 198,000 | $21.8M |
| FIL Ltd | 0.02% | Add +394.6% | 195,347 | $21.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -26.8% | 189,490 | $20.9M |
| Achmea Investment Management B.V. | 0.36% | Reduce -0.7% | 180,476 | $19.9M |
| GMO | 0.07% | Reduce -0.4% | 180,011 | $19.8M |
| Great Lakes Advisors, LLC | 0.18% | Reduce -41.1% | 179,454 | $19.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.28% | Add +703.5% | 178,934 | $19.7M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.1% | 163,970 | $18.1M |
| AXA S.A. | 0.05% | Add +59.6% | 162,879 | $17.9M |
| Rafferty Asset Management, LLC | 0.07% | Add +1.8% | 161,827 | $17.8M |
| Burney Co./ | 0.67% | Add +87.5% | 160,244 | $17.6M |
| State of Wisconsin Investment Board | 0.04% | Add +2.2% | 152,795 | $16.8M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.6% | 151,347 | $16.7M |
| Berkshire Asset Management LLC | 0.83% | Reduce -0.7% | 151,175 | $16.6M |
| State of Tennessee, Department of Treasury | 0.06% | Add +3.7% | 149,928 | $16.5M |
| Distillate Capital Partners LLC | 0.85% | — | 145,852 | $16.1M |
| Jacobs Levy Equity Management, Inc. | 0.07% | New | 145,833 | $16.1M |
| Capital Fund Management S.A. | 0.18% | Reduce -63.0% | 140,554 | $15.5M |
| PGGM Investments | 0.21% | No change | 135,834 | $15.0M |
| Basswood Capital Management, L.L.C. | 0.97% | No change | 135,730 | $14.9M |
| Eastern Bank | 0.60% | Add +1.6% | 134,946 | $14.9M |
| Railway Pension Investments Ltd | 0.18% | Reduce -64.1% | 134,539 | $14.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.9% | 130,759 | $14.4M |
| National Bank of Canada | 0.02% | Add +9.5% | 134,717 | $14.3M |
| Clough Capital Partners L P | 1.54% | Add +122.2% | 127,964 | $14.1M |
| Corient Private Wealth LP | 0.02% | Add +0.8% | 125,817 | $13.9M |
| Systematic Financial Management LP | 0.42% | Reduce -8.6% | 125,417 | $13.8M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -3.0% | 124,655 | $13.7M |
| Tiaa Trust, National Association | 0.04% | Add +31.2% | 124,515 | $13.7M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +25.8% | 121,316 | $13.3M |
| NorthCrest Asset Manangement, LLC | 0.44% | Add +2.7% | 120,815 | $13.3M |
| Eagle Asset Management Inc. | 0.07% | Add +7.3% | 121,431 | $12.9M |
| Cambria Investment Management, L.P. | 0.79% | Add +7.3% | 117,115 | $12.9M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -2.2% | 114,900 | $12.7M |
| Leuthold Group, LLC | 1.46% | Reduce -0.9% | 114,618 | $12.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -52.5% | 114,194 | $12.6M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -2.1% | 111,852 | $12.3M |
| Patten & Patten Inc. | 0.85% | Reduce -3.5% | 111,016 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.5% | 108,986 | $12.0M |
| Globeflex Capital L P | 1.24% | Reduce -29.4% | 108,114 | $11.9M |
| Neuberger Berman Group LLC | 0.01% | Add +20.1% | 106,598 | $11.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -21.6% | 104,887 | $11.5M |
| Handelsbanken Fonder AB | 0.05% | Reduce -1.7% | 104,049 | $11.5M |
| Ensign Peak Advisors, Inc | 0.02% | Add +7.7% | 103,233 | $11.4M |
| Aberdeen Group plc | 0.02% | Reduce -13.3% | 103,040 | $11.3M |
| Cetera Investment Advisers | 0.03% | Add +6.1% | 100,382 | $11.1M |
| Comerica Bank | 0.04% | Reduce -4.7% | 97,949 | $10.8M |
| Pinebridge Investments, L.P. | 0.09% | Reduce -4.0% | 97,889 | $10.8M |
| Muhlenkamp & Co. Inc. | 3.36% | Reduce -0.0% | 97,857 | $10.8M |
| Nisa Investment Advisors, LLC | 0.07% | Reduce -12.2% | 97,608 | $10.8M |
| Royce & Associates LP | 0.10% | Reduce -1.1% | 97,447 | $10.7M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.6% | 94,376 | $10.4M |
| Illinois Municipal Retirement Fund | 0.16% | Add +196.3% | 93,239 | $10.3M |
| Aptus Capital Advisors, LLC | 0.19% | Add +28.5% | 92,648 | $10.2M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -3.1% | 92,577 | $10.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +1.6% | 92,128 | $10.1M |
| Shelton Capital Management | 0.28% | Add +66.4% | 91,975 | $10.1M |
| Sanctuary Advisors, LLC | 0.07% | — | 87,827 | $10.0M |
| Worldquant Millennium Advisors LLC | 0.09% | New | 88,887 | $9.8M |
| Aviva PLC | 0.03% | Add +33.3% | 88,353 | $9.7M |
| Wealthfront Advisers LLC | 0.03% | Reduce -1.9% | 87,844 | $9.7M |
| Federated Hermes, Inc. | 0.02% | Reduce -13.0% | 87,811 | $9.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -84.7% | 87,321 | $9.6M |
| Vinva Investment Management Ltd | 0.47% | Add +42.4% | 85,385 | $9.4M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -2.9% | 84,700 | $9.3M |
| Elk River Wealth Management LLC | 1.80% | Add +1.9% | 83,262 | $9.2M |
| Forge First Asset Management Inc. | 3.88% | New | 83,206 | $9.1M |
| ProShare Advisors LLC | 0.02% | Add +108.8% | 82,630 | $9.1M |
| Toronto Dominion Bank | 0.01% | Reduce -32.5% | 82,299 | $9.1M |
| State of Michigan Retirement System | 0.05% | Reduce -7.8% | 82,269 | $9.1M |
| NatWest Group plc | 3.07% | Add +6.3% | 81,571 | $9.0M |
| Patton Albertson Miller Group, LLC | 1.27% | Add +5.2% | 81,283 | $8.9M |
| Trexquant Investment LP | 0.13% | New | 76,815 | $8.5M |
| Jackson Hill Advisors, LLC | 4.62% | New | 76,500 | $8.4M |
| Voya Investment Management LLC | 0.01% | Add +6.4% | 76,365 | $8.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Add +20.0% | 75,982 | $8.4M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -7.6% | 74,565 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -39.8% | 73,497 | $8.1M |
| Mediolanum International Funds Ltd | 0.13% | Add +0.4% | 78,638 | $8.1M |
| Lido Advisors, LLC | 0.07% | Add +1259.2% | 72,841 | $8.0M |
| Foster & Motley Inc. | 0.54% | Reduce -1.4% | 71,961 | $7.9M |
| STRS Ohio | 0.03% | Add +0.9% | 69,627 | $7.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.5% | 69,608 | $7.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +47.6% | 69,606 | $7.7M |
| Verition Fund Management LLC | 0.06% | Add +63.8% | 67,166 | $7.4M |
| Credit Agricole S A | 0.04% | Add +388.3% | 62,916 | $6.9M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.56% | No change | 62,894 | $6.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +5.4% | 61,038 | $6.7M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.07% | — | 59,607 | $6.6M |
| Acadian Asset Management LLC | 0.02% | New | 59,144 | $6.5M |
| BTC Capital Management, Inc. | 0.60% | Reduce -1.5% | 58,753 | $6.5M |
| Arizona State Retirement System | 0.04% | Reduce -1.7% | 58,267 | $6.4M |
| ING Groep NV | 0.04% | Add +25.1% | 58,004 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Reduce -4.3% | 57,789 | $6.4M |
| USS Investment Management Ltd | 0.05% | Reduce -5.8% | 56,654 | $6.2M |
| MetLife Investment Management, LLC | 0.04% | Add +12.8% | 56,079 | $6.2M |
| Corebridge Financial, Inc. | 0.03% | — | 55,495 | $6.1M |
| Investment Management Corp of Ontario | 0.16% | Add +2.4% | 54,611 | $6.0M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -10.4% | 54,412 | $6.0M |
| IFM Investors Pty Ltd | 0.06% | Reduce -5.8% | 54,214 | $6.0M |
| Swiss Life Asset Management Ltd | 0.07% | Add +12.0% | 53,817 | $5.9M |
| Oliver Luxxe Assets LLC | 1.25% | Reduce -20.6% | 53,679 | $5.9M |
| Lowe Brockenbrough & Co. Inc. | 0.39% | No change | 53,500 | $5.9M |
| NBW Capital LLC | 1.16% | Reduce -36.4% | 53,332 | $5.9M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -2.9% | 52,968 | $5.8M |
| Argyle Capital Management, LLC | 2.39% | Reduce -6.2% | 52,684 | $5.8M |
| Amalgamated Bank | 0.05% | Reduce -18.9% | 52,417 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +2.5% | 52,021 | $5.7M |
| Seascape Capital Management | 2.11% | Reduce -0.4% | 51,433 | $5.7M |
| Spectrum Wealth Counsel, LLC | 0.71% | Reduce -3.4% | 51,297 | $5.6M |
| Ritholtz Wealth Management | 0.19% | Add +50.5% | 51,111 | $5.6M |
| Guggenheim Capital LLC | 0.04% | Reduce -14.7% | 50,777 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.4% | 50,746 | $5.6M |
| Meritage Portfolio Management | 0.35% | Reduce -46.6% | 50,742 | $5.6M |
| Twin Capital Management Inc. | 0.65% | Add +11.1% | 50,040 | $5.5M |
| RBF Capital, LLC | 0.32% | No change | 50,000 | $5.5M |
| Vontobel Holding Ltd. | 0.02% | Reduce -32.1% | 49,836 | $5.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 49,672 | $5.5M |
| Patton Fund Management, Inc. | 1.15% | Reduce -16.0% | 49,439 | $5.4M |
| Cibc World Markets Corp. | 0.04% | Add +127.7% | 48,767 | $5.4M |
| Stifel Financial Corp. | 0.01% | Reduce -16.0% | 48,501 | $5.3M |
| Ethic Inc. | 0.12% | Add +1.3% | 48,252 | $5.3M |
| Scotia Capital Inc. | 0.03% | Add +4.2% | 47,737 | $5.3M |
| Gotham Asset Management | 0.07% | Reduce -13.1% | 46,663 | $5.1M |
| Mariner, LLC | 0.01% | Add +1.2% | 46,400 | $5.1M |
| SG Americas Securities, LLC | 0.03% | Add +45.8% | 46,398 | $5.1M |
| Quantinno Capital Management LP | 0.09% | Add +9.7% | 46,212 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.8% | 46,202 | $5.1M |
| Van Eck Associates Corp. | 0.01% | Add +9.8% | 46,161 | $5.1M |
| HRT Financial LP | 0.03% | Reduce -55.9% | 45,674 | $5.0M |
| Glenmede Trust Co. NA | 0.03% | Add +4.9% | 44,897 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 44,221 | $4.9M |
| Old Second National Bank of Aurora | 1.23% | Reduce -2.3% | 43,597 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +83.6% | 43,429 | $4.8M |
| Hudson Capital Management LLC | 1.66% | Reduce -0.7% | 43,315 | $4.8M |
| Arete Wealth Advisors, LLC | 0.39% | Add +0.7% | 42,755 | $4.7M |
| Marsico Capital Management LLC | 0.14% | No change | 42,228 | $4.6M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -3.4% | 41,992 | $4.6M |
| Monument Capital Management | 1.36% | Reduce -0.8% | 41,903 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -33.9% | 41,190 | $4.5M |
| Mount Lucas Management LP | 1.59% | Reduce -27.8% | 40,830 | $4.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +57.8% | 40,629 | $4.5M |
| Glenview Trust Co | 0.09% | Reduce -8.5% | 40,316 | $4.4M |
| Yousif Capital Management, LLC | 0.05% | Reduce -5.2% | 40,193 | $4.4M |
| Czech National Bank | 0.05% | Add +7.4% | 40,083 | $4.4M |
| Hendershot Investments Inc. | 0.63% | Reduce -1.8% | 39,840 | $4.4M |
| Cibc World Market Inc. | 0.01% | Reduce -7.8% | 39,422 | $4.3M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +5.5% | 39,159 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.5% | 38,948 | $4.3M |
| KBC Group NV | 0.01% | Add +13.3% | 38,922 | $4.3M |
| River Wealth Advisors LLC | 0.59% | Reduce -2.7% | 37,254 | $4.1M |
| Gabelli Funds LLC | 0.03% | Reduce -8.2% | 37,200 | $4.1M |
| Forsta Ap-Fonden | 0.04% | Reduce -11.1% | 37,000 | $4.1M |
| Westpac Banking Corp. | 0.31% | Reduce -21.4% | 35,878 | $4.0M |
| Kinsale Capital Group, Inc. | 1.37% | New | 35,809 | $3.9M |
| Centiva Capital, LP | 0.19% | Add +261.6% | 35,497 | $3.9M |
| Park Avenue Securities LLC | 0.05% | Add +7.8% | 35,423 | $3.9M |
| Montag A & Associates Inc. | 0.20% | Add +0.1% | 35,370 | $3.9M |
| Wellington Management Group LLP | 0.00% | Reduce -30.2% | 34,933 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +12.3% | 34,706 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +12.3% | 34,706 | $3.8M |
| Artemis Investment Management LLP | 0.05% | New | 34,696 | $3.8M |
| Utah Retirement Systems | 0.05% | Reduce -7.0% | 34,476 | $3.8M |
| Blair William & Co. | 0.01% | Add +25.1% | 34,127 | $3.8M |
| Shayne & Jacobs, LLC | 1.04% | Reduce -6.7% | 34,111 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 34,085 | $3.8M |
| DNB Asset Management AS | 0.02% | Add +4.9% | 33,742 | $3.7M |
| State of Alaska, Department of Revenue | 0.04% | Add +46.5% | 33,716 | $3.7M |
| NewEdge Advisors, LLC | 0.03% | Add +14.4% | 33,622 | $3.7M |
| Larson Financial Group LLC | 0.25% | Add +2.0% | 33,192 | $3.7M |
| L2 Asset Management, LLC | 1.08% | Add +1.6% | 32,626 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -58.8% | 32,281 | $3.6M |
| Level Four Advisory Services, LLC | 0.16% | Reduce -14.1% | 32,043 | $3.5M |
| UniSuper Management Pty Ltd | 0.03% | Add +191.9% | 31,892 | $3.5M |
| Bogart Wealth, LLC | 0.18% | New | 31,682 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Add +9.9% | 31,298 | $3.5M |
| Meiji Yasuda Asset Management Co Ltd. | 0.14% | Reduce -1.9% | 30,985 | $3.4M |
| Alaska Permanent Fund Corp | 0.05% | Reduce -9.1% | 25,009 | $3.3M |
| JB Capital LLC | 0.21% | Reduce -5.0% | 29,729 | $3.3M |
| 1832 Asset Management L.P. | 0.01% | Reduce -5.3% | 29,443 | $3.2M |
| Engineers Gate Manager LP | 0.07% | Add +296.4% | 29,139 | $3.2M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.3% | 29,071 | $3.2M |
| Nomura Holdings Inc. | 0.02% | Add +90.6% | 29,041 | $3.2M |
| CIBC Asset Management Inc | 0.01% | Reduce -6.7% | 28,986 | $3.2M |
| ClariVest Asset Management LLC | 0.32% | Reduce -1.0% | 28,751 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -10.3% | 28,524 | $3.1M |
| Family Manage LLC | 0.56% | Add +5.7% | 28,458 | $3.1M |
| Trustmark Bank Trust Department | 0.25% | Add +7.8% | 28,320 | $3.1M |
| Xponance LLC | 0.03% | Add +0.1% | 28,150 | $3.1M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +7.3% | 27,601 | $3.0M |
| Wright Investors Service Inc. | 0.78% | Add +3.2% | 26,895 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.6% | 26,546 | $2.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +4.7% | 26,269 | $2.9M |
| 3Chopt Investment Partners, LLC | 0.88% | Add +6.2% | 26,079 | $2.9M |
| Stephens Inc. | 0.04% | Add +3.8% | 26,124 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.1% | 26,078 | $2.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | Reduce -60.3% | 25,945 | $2.9M |
| Peak Financial Advisors LLC | 1.64% | Add +0.9% | 25,946 | $2.9M |
| M&T Bank Corp | 0.01% | Reduce -7.0% | 25,742 | $2.8M |
| Hennessy Advisors Inc. | 0.11% | Reduce -1.5% | 25,600 | $2.8M |
| Harvest Investment Services, LLC | 1.10% | Add +30.6% | 25,289 | $2.8M |
| OMERS ADMINISTRATION Corp | 0.03% | New | 24,998 | $2.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +30.6% | 24,884 | $2.7M |
| Sib LLC | 1.45% | Reduce -2.0% | 24,755 | $2.7M |
| APG Asset Management N.V. | 0.00% | Add +147.0% | 26,383 | $2.7M |
| Commerce Bank | 0.02% | Reduce -5.8% | 24,571 | $2.7M |
| Ellis Investment Partners, LLC | 0.57% | Reduce -0.3% | 24,529 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -79.9% | 24,451 | $2.7M |
| Dean Investment Associates, LLC | 0.38% | Add +3.5% | 24,259 | $2.7M |
| Caprock Group, LLC | 0.11% | Add +468.4% | 24,136 | $2.7M |
| 180 Wealth Advisors, LLC | 0.43% | Add +561.4% | 23,182 | $2.6M |
| IFG Advisory, LLC | 0.17% | Add +2.2% | 23,710 | $2.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -34.7% | 23,621 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +31.1% | 23,507 | $2.6M |
| Todd Asset Management LLC | 0.05% | No change | 23,438 | $2.6M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 22,903 | $2.5M |
| Quantbot Technologies LP | 0.12% | New | 22,901 | $2.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 22,600 | $2.5M |
| ExodusPoint Capital Management, LP | 0.03% | New | 22,510 | $2.5M |
| Creative Planning | 0.00% | Add +15.2% | 22,238 | $2.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +2.6% | 22,009 | $2.4M |
| Bank of Nova Scotia | 0.00% | Reduce -70.5% | 21,988 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -65.2% | 21,939 | $2.4M |
| Axq Capital, LP | 0.56% | Add +285.4% | 21,585 | $2.4M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -11.7% | 21,568 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.8% | 20,930 | $2.3M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -4.7% | 20,830 | $2.3M |
| GTS Securities LLC | 0.05% | Reduce -25.1% | 20,764 | $2.3M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -22.4% | 19,350 | $2.1M |
| Raymond James Trust N.A. | 0.05% | Reduce -4.6% | 19,002 | $2.1M |
| Ieq Capital, LLC | 0.03% | Add +11.9% | 18,687 | $2.1M |
| Trail Ridge Investment Advisors, LLC | 1.06% | No change | 18,622 | $2.1M |
| Tidal Investments LLC | 0.03% | Reduce -32.4% | 18,523 | $2.0M |
| Palisade Capital Management, LP | 0.06% | Reduce -24.9% | 18,521 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +23.1% | 18,364 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -3.9% | 18,335 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | New | 18,219 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.7% | 18,127 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.6% | 18,081 | $2.0M |
| Caxton Associates LP | 0.08% | Add +117.6% | 17,994 | $2.0M |
| SteelPeak Wealth, LLC | 0.09% | New | 17,946 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -10.3% | 17,826 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.9% | 17,788 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.7% | 17,363 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +22.8% | 17,303 | $1.9M |
| AlphaQuest LLC | 0.26% | Add +640.7% | 17,244 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +479.9% | 17,194 | $1.9M |
| Savant Capital, LLC | 0.02% | Reduce -29.0% | 17,167 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +2.8% | 16,891 | $1.9M |
| Venturi Wealth Management, LLC | 0.11% | Add +48.1% | 16,790 | $1.8M |
| MAI Capital Management | 0.02% | Add +26.6% | 16,441 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -18.0% | 18,574 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -20.8% | 16,385 | $1.8M |
| Freedom Investment Management, Inc. | 0.15% | Add +61.9% | 16,353 | $1.8M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -3.8% | 16,297 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | New | 16,220 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 16,205 | $1.8M |
| Brevan Howard Capital Management LP | 0.12% | Add +506.2% | 16,045 | $1.8M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.6% | 15,851 | $1.7M |
| Virtus Family Office LLC | 2.36% | Reduce -17.7% | 15,685 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +17.7% | 15,705 | $1.7M |
| MBB Public Markets I LLC | 0.04% | New | 15,705 | $1.7M |
| Vestcor Inc | 0.06% | Add +4.9% | 15,703 | $1.7M |
| Jupiter Wealth Management LLC | 0.90% | Add +5.1% | 12,822 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +0.9% | 15,242 | $1.7M |
| Fox Run Management, L.L.C. | 0.31% | Add +78.3% | 15,105 | $1.7M |
| Trivant Custom Portfolio Group, LLC | 1.01% | Add +10.9% | 14,918 | $1.6M |
| Estate Counselors, LLC | 0.18% | No change | 14,690 | $1.6M |
| Mirabella Financial Services LLP | 0.14% | New | 14,584 | $1.6M |
| US Bancorp \de | 0.00% | Add +3.2% | 14,336 | $1.6M |
| Redwood Investment Management, LLC | 0.14% | Add +1.0% | 13,020 | $1.6M |
| Empirical Finance, LLC | 0.10% | Reduce -5.0% | 14,074 | $1.5M |
| EFG Asset Management (Americas) Corp. | 0.30% | Add +54.8% | 14,072 | $1.5M |
| Roof Eidam Maycock Peralta, LLC | 0.42% | New | 13,980 | $1.5M |
| Symmetry Partners, LLC | 0.08% | Reduce -35.1% | 13,957 | $1.5M |
| Wolverine Trading, LLC | 0.03% | Reduce -51.5% | 13,850 | $1.5M |
| Argonautica Private Wealth Management, Inc. | 0.52% | No change | 13,723 | $1.5M |
| Coastline Trust Co | 0.18% | New | 13,681 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.6% | 13,554 | $1.5M |
| GLOBALT Investments LLC / GA | 0.06% | Reduce -0.3% | 13,538 | $1.5M |
| Vident Advisory, LLC | 0.04% | Reduce -90.6% | 13,424 | $1.5M |
| Systematic Alpha Investments, LLC | 0.05% | No change | 13,088 | $1.4M |
| Meiji Yasuda Life Insurance Co | 0.03% | No change | 13,050 | $1.4M |
| Centennial Bank | 0.70% | Reduce -6.4% | 12,976 | $1.4M |
| iSAM Funds (UK) Ltd | 1.07% | Reduce -21.9% | 12,928 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +3.0% | 12,625 | $1.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +28.4% | 12,595 | $1.4M |
| Affinity Investment Advisors, LLC | 1.04% | Reduce -8.8% | 12,587 | $1.4M |
| JT Stratford LLC | 0.26% | New | 12,569 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +24.1% | 12,394 | $1.4M |
| Quantitative Investment Management, LLC | 0.15% | New | 12,330 | $1.4M |
| iA Global Asset Management Inc. | 0.03% | Reduce -31.2% | 12,168 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | Reduce -3.2% | 12,094 | $1.3M |
| Two Sigma Securities, LLC | 0.06% | New | 12,068 | $1.3M |
| Focus Partners Wealth | 0.00% | New | 11,966 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.3% | 11,900 | $1.3M |
| Wbi Investments, LLC | 0.31% | New | 11,802 | $1.3M |
| Lord, Abbett & Co. LLC | 0.00% | Add +11.7% | 11,705 | $1.3M |
| Inlet Private Wealth, LLC | 0.34% | Add +1.8% | 11,300 | $1.2M |
| Clearbridge Investments, LLC | 0.00% | Add +460.7% | 10,933 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +33.0% | 10,923 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -26.0% | 10,913 | $1.2M |
| Pitcairn Co. | 0.07% | Add +51.3% | 10,861 | $1.2M |
| Caitlin John, LLC | 0.87% | New | 10,859 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +4.9% | 10,847 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 10,838 | $1.2M |
| X-Square Capital, LLC | 0.43% | Reduce -1.1% | 10,816 | $1.2M |
| Machina Capital S.A.S. | 0.53% | Add +155.8% | 10,751 | $1.2M |
| LBP Am SA | 0.05% | No change | 10,631 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.7% | 10,572 | $1.2M |
| Unison Advisors LLC | 0.15% | Add +0.2% | 10,480 | $1.2M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -0.2% | 10,475 | $1.2M |
| Checchi Capital Advisers, LLC | 0.09% | No change | 10,437 | $1.1M |
| Virtu Financial LLC | 0.08% | New | 10,404 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +0.0% | 10,394 | $1.1M |
| AXS Investments LLC | 0.32% | Reduce -9.6% | 10,297 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -19.0% | 10,143 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.3% | 10,109 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +13.6% | 10,086 | $1.1M |
| Moore Capital Management, LP | 0.03% | Reduce -92.8% | 10,061 | $1.1M |
| Huntington National Bank | 0.01% | Reduce -7.5% | 10,021 | $1.1M |
| Vest Financial, LLC | 0.03% | Add +31.5% | 10,019 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -22.6% | 10,019 | $1.1M |
| Washington Capital Management, Inc. | 0.93% | No change | 10,000 | $1.1M |
| Bayview Asset Management, LLC | 0.65% | New | 10,000 | $1.1M |
| NJ State Employees Deferred Compensation Plan | 0.14% | No change | 10,000 | $1.1M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +14.9% | 10,000 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.39% | Reduce -8.3% | 9,999 | $1.1M |
| Metis Global Partners, LLC | 0.04% | Reduce -1.3% | 9,978 | $1.1M |
| SRN Advisors, LLC | 0.90% | No change | 9,880 | $1.1M |
| LMR Partners LLP | 0.03% | Reduce -8.6% | 9,836 | $1.1M |
| Teza Capital Management LLC | 0.13% | New | 9,655 | $1.1M |
| IFP Advisors, Inc | 0.04% | Reduce -26.5% | 9,529 | $1.0M |
| Aspire Private Capital, LLC | 0.26% | Add +3.3% | 9,253 | $1.0M |
| Principal Securities, Inc. | 0.03% | Add +15.3% | 9,233 | $1.0M |
| Contravisory Investment Management, Inc. | 0.22% | Add +0.2% | 9,220 | $1.0M |
| Prospera Financial Services Inc | 0.03% | New | 9,216 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +24.6% | 9,173 | $1.0M |
| Praxis Investment Management Inc. | 0.07% | No change | 9,050 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +17.0% | 9,066 | $999K |
| Banque Cantonale Vaudoise | 0.04% | Reduce -31.3% | 9,036 | $995K |
| Merit Financial Group, LLC | 0.02% | New | 8,988 | $990K |
| Rakuten Investment Management, Inc. | 0.01% | Add +56.6% | 8,980 | $986K |
| Plato Investment Management Ltd | 0.09% | Reduce -4.2% | 8,945 | $985K |
| Atlas Capital Advisors Inc. | 0.13% | Reduce -10.5% | 8,915 | $982K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -40.4% | 8,837 | $973K |
| Logan Capital Management Inc. | 0.04% | New | 8,821 | $971K |
| Natixis | 0.01% | Reduce -87.3% | 8,791 | $968K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.6% | 9,096 | $957K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.6% | 8,684 | $956K |
| Private Advisory Group LLC | 0.12% | Reduce -5.3% | 8,634 | $951K |
| Schechter Investment Advisors, LLC | 0.07% | Add +0.6% | 8,614 | $948K |
| 1900 Wealth Management LLC | 0.09% | No change | 8,600 | $947K |
| First Trust Direct Indexing L.P. | 0.06% | Add +14.4% | 8,584 | $945K |
| CSS LLC | 0.20% | No change | 8,500 | $936K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.8% | 8,472 | $933K |
| AE Wealth Management LLC | 0.01% | Add +14.6% | 8,418 | $927K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.8% | 8,373 | $922K |
| Csenge Advisory Group | 0.05% | Add +1.1% | 8,351 | $919K |
| Readystate Asset Management LP | 0.08% | Add +149.3% | 8,350 | $919K |
| William B. Walkup & Associates, Inc. | 0.60% | — | 8,276 | $911K |
| Cypress Capital Group | 0.11% | Reduce -11.2% | 8,263 | $910K |
| Petra Financial Advisors Inc. | 0.65% | Reduce -0.3% | 8,208 | $904K |
| Midland Wealth Advisors, LLC | 0.05% | No change | 8,121 | $894K |
| Carolina Wealth Advisors, LLC | 0.44% | Add +13.0% | 8,116 | $894K |
| Smith, Moore & Co. | 0.09% | Add +4.9% | 8,036 | $885K |
| AlTi Global, Inc. | 0.02% | Reduce -7.8% | 7,933 | $875K |
| LVW Advisors, LLC | 0.13% | Add +266.8% | 7,911 | $871K |
| Castlekeep Investment Advisors LLC | 0.67% | Add +2.3% | 7,904 | $870K |
| Public Sector Pension Investment Board | 0.01% | Add +61.3% | 7,817 | $861K |
| World Investment Advisors | 0.05% | Add +48.9% | 7,809 | $860K |
| Ostrum Asset Management | 0.07% | Reduce -24.1% | 7,804 | $859K |
| Morse Asset Management, Inc | 0.21% | New | 7,715 | $849K |
| Simplex Trading, LLC | 0.03% | Add +172.5% | 7,518 | $827K |
| Panagora Asset Management Inc. | 0.00% | Reduce -69.0% | 7,501 | $826K |
| Norinchukin Bank, The | 0.02% | Add +1.9% | 7,495 | $825K |
| WealthTrust Asset Management, LLC | 0.60% | Reduce -0.6% | 7,458 | $821K |
| Outlook Wealth Advisors, LLC | 0.25% | Reduce -1.6% | 7,410 | $816K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,405 | $815K |
| Strategic Investment Advisors / MI | 0.10% | Reduce -6.8% | 7,379 | $812K |
| Westover Capital Advisors, LLC | 0.21% | Add +17.7% | 7,253 | $799K |
| Meeder Asset Management Inc. | 0.06% | Reduce -91.8% | 7,219 | $795K |
| Duncan Williams Asset Management, LLC | 0.67% | Add +9.5% | 7,179 | $790K |
| Personal Cfo Solutions, LLC | 0.12% | Add +0.3% | 7,175 | $790K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -16.7% | 7,173 | $790K |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 7,157 | $788K |
| Clarius Group, LLC | 0.06% | Reduce -2.4% | 7,134 | $785K |
| HM Payson & Co. | 0.01% | No change | 7,117 | $784K |
| Blueshift Asset Management, LLC | 0.26% | New | 7,096 | $781K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Reduce -3.6% | 7,035 | $775K |
| Fiduciary Family Office, LLC | 0.30% | Add +1.0% | 6,980 | $768K |
| Mgo One Seven LLC | 0.04% | Add +51.4% | 6,970 | $767K |
| Gsa Capital Partners LLP | 0.05% | New | 6,955 | $766K |
| NEOS Investment Management LLC | 0.03% | Add +40.8% | 6,876 | $757K |
| River Street Advisors LLC | 0.47% | Add +10.1% | 6,836 | $753K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -3.1% | 6,784 | $747K |
| TFB Advisors LLC | 0.24% | Add +13.7% | 6,730 | $741K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.6% | 6,693 | $737K |
| Capstone Investment Advisors, LLC | 0.03% | Add +62.8% | 6,631 | $730K |
| Unigestion Holding SA | 0.04% | Reduce -13.6% | 7,071 | $730K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +22.9% | 6,626 | $730K |
| Scientech Research LLC | 0.15% | New | 6,605 | $727K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -12.2% | 6,583 | $725K |
| HighPoint Advisor Group LLC | 0.04% | Add +2.5% | 5,422 | $722K |
| Anchor Investment Management, LLC | 0.07% | Reduce -0.8% | 6,516 | $717K |
| Penserra Capital Management LLC | 0.01% | Reduce -7.1% | 6,456 | $711K |
| Jump Financial, LLC | 0.01% | Add +160.0% | 6,442 | $709K |
| Hanseatic Management Services Inc. | 1.06% | Add +2.3% | 6,427 | $708K |
| CENTRAL TRUST Co | 0.02% | Add +48.3% | 6,341 | $698K |
| Aprio Wealth Management, LLC | 0.13% | Add +27.1% | 6,337 | $698K |
| Virtus Investment Advisers, LLC | 0.63% | Reduce -17.0% | 6,323 | $696K |
| Greenfield Savings Bank | 0.36% | Add +15.0% | 6,312 | $695K |
| Cyr Financial Inc. | 0.69% | — | 6,269 | $690K |
| Gateway Advisory, LLC | 0.12% | Add +5.4% | 6,200 | $683K |
| Signaturefd, LLC | 0.01% | Add +2.0% | 6,181 | $681K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +75.5% | 6,015 | $662K |
| Keebeck Wealth Management | 0.10% | Add +0.1% | 5,951 | $656K |
| DoubleLine ETF Adviser LP | 0.17% | New | 5,847 | $644K |
| Baader Bank Aktiengesellschaft | 0.05% | New | 5,715 | $629K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 5,635 | $620K |
| Liberty Wealth Management LLC | 0.11% | Add +0.5% | 5,528 | $609K |
| Independent Advisor Alliance | 0.02% | Add +29.0% | 5,518 | $608K |
| Moors & Cabot, Inc. | 0.03% | Add +0.1% | 5,515 | $607K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +3.9% | 5,490 | $604K |
| FCG Investment Co | 0.46% | Add +6.5% | 5,475 | $603K |
| Bison Wealth, LLC | 0.10% | No change | 4,997 | $603K |
| Belpointe Asset Management LLC | 0.04% | Add +74.8% | 5,448 | $600K |
| Patron Partners, LLC | 0.35% | No change | 5,400 | $595K |
| Syon Capital LLC | 0.05% | Add +0.8% | 5,367 | $591K |
| Tyler-Stone Wealth Management | 0.24% | Reduce -13.1% | 5,350 | $589K |
| EHP Funds Inc. | 0.29% | Reduce -10.2% | 5,300 | $584K |
| Agf Management Ltd. | 0.00% | New | 5,217 | $574K |
| Tocqueville Asset Management L.P. | 0.01% | Add +1.3% | 5,160 | $568K |
| V-Square Quantitative Management LLC | 0.09% | Reduce -8.9% | 5,149 | $567K |
| Blue Trust, Inc. | 0.01% | Add +46.9% | 4,683 | $565K |
| Lanark Financial, Inc. | 0.05% | Add +7.1% | 5,111 | $562K |
| Graham Capital Management, L.P. | 0.03% | New | 4,996 | $550K |
| Applied Finance Capital Management, LLC | 0.03% | New | 4,978 | $548K |
| Everhart Financial Group, Inc. | 0.14% | Add +18.8% | 4,963 | $546K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 4,943 | $544K |
| Concord Wealth Partners | 0.10% | Add +1.5% | 4,919 | $542K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 4,829 | $532K |
| Concord Asset Management, LLC | 0.13% | Add +1.6% | 4,829 | $532K |
| &partners | 0.02% | New | 4,776 | $526K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 4,773 | $526K |
| Thrive Capital Management, LLC | 0.24% | Add +123.5% | 4,740 | $522K |
| First Hawaiian Bank | 0.02% | Add +93.3% | 4,737 | $522K |
| OneDigital Investment Advisors LLC | 0.01% | Add +144.9% | 4,724 | $520K |
| Schwartz Investment Counsel Inc. | 0.02% | No change | 4,650 | $512K |
| Global Financial Private Client, LLC | 0.21% | New | 4,624 | $509K |
| Fidelis Capital Partners, LLC | 0.07% | Add +28.0% | 4,240 | $509K |
| Wahed Invest LLC | 0.10% | Add +11.4% | 4,605 | $507K |
| Ballentine Partners, LLC | 0.01% | Add +20.8% | 4,538 | $500K |
| Townsquare Capital LLC | 0.01% | Add +75.4% | 4,511 | $497K |
| Compound Planning, Inc. | 0.04% | Add +9.7% | 4,477 | $493K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -3.2% | 4,473 | $492K |
| United Community Bank | 0.20% | Add +8.7% | 4,463 | $491K |
| Forum Financial Management, LP | 0.01% | Add +7.1% | 4,455 | $490K |
| CTC Alternative Strategies, Ltd. | 0.21% | New | 4,400 | $484K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.1% | 4,400 | $484K |
| Renasant Bank | 0.33% | Add +121.9% | 4,327 | $476K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.0% | 4,324 | $476K |
| Dark Forest Capital Management LP | 0.09% | Reduce -65.1% | 4,321 | $476K |
| Stevens Capital Management LP | 0.16% | New | 4,316 | $475K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,310 | $475K |
| GeoWealth Management, LLC | 0.02% | Reduce -46.4% | 4,303 | $474K |
| Menard Financial Group LLC | 0.34% | Add +23.9% | 4,280 | $471K |
| Profund Advisors LLC | 0.02% | Reduce -17.3% | 4,220 | $465K |
| Raleigh Capital Management Inc. | 0.20% | Add +3.8% | 4,192 | $462K |
| Ascent Group, LLC | 0.04% | Add +34.2% | 4,188 | $461K |
| Greenleaf Trust | 0.00% | Add +1.9% | 4,175 | $460K |
| Ellevest, Inc. | 0.03% | Add +13.2% | 4,120 | $454K |
| SkyOak Wealth, LLC | 0.11% | Reduce -43.4% | 4,110 | $453K |
| Impact Partnership Wealth, LLC | 0.12% | Add +97.1% | 4,094 | $451K |
| Choreo, LLC | 0.01% | New | 4,224 | $450K |
| Family Firm, Inc. | 0.10% | Add +0.2% | 4,079 | $449K |
| One Wealth Advisors, LLC | 0.10% | Reduce -0.1% | 3,616 | $445K |
| SVB Wealth LLC | 0.01% | Reduce -9.7% | 4,025 | $443K |
| Yorktown Management & Research Co Inc | 0.47% | No change | 4,000 | $440K |
| AdvisorShares Investments LLC | 0.08% | Reduce -15.1% | 4,141 | $440K |
| Prudential PLC | 0.00% | Add +131.7% | 3,976 | $438K |
| Colton Groome Financial Advisors, LLC | 0.17% | New | 3,975 | $438K |
| Kathmere Capital Management, LLC | 0.05% | Add +26.1% | 3,965 | $437K |
| Financial Counselors Inc. | 0.01% | Reduce -3.5% | 3,924 | $432K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 3,863 | $425K |
| Smith Salley Wealth Management | 0.03% | Reduce -0.2% | 3,849 | $424K |
| Park Place Capital Corp | 0.14% | Add +90.8% | 3,848 | $424K |
| Glen Eagle Advisors, LLC | 0.08% | No change | 3,842 | $423K |
| Inceptionr LLC | 0.12% | New | 3,819 | $420K |
| Patten Group, Inc. | 0.10% | Add +3.0% | 3,805 | $419K |
| Richard W. Paul & Associates, LLC | 0.16% | Reduce -1.4% | 3,781 | $416K |
| Precision Wealth Strategies, LLC | 0.43% | Add +14.0% | 3,771 | $415K |
| Community Bank & Trust, Waco, Texas | 0.10% | No change | 3,741 | $412K |
| NorthRock Partners, LLC | 0.02% | Add +6.3% | 3,717 | $410K |
| Cooper Financial Group | 0.06% | New | 3,652 | $402K |
| Tectonic Advisors LLC | 0.03% | Reduce -7.7% | 3,642 | $401K |
| Laurion Capital Management LP | 0.01% | Reduce -96.8% | 3,639 | $401K |
| Advisors Asset Management, Inc. | 0.01% | Add +110.9% | 3,610 | $397K |
| Kesler, Norman & Wride, LLC | 0.08% | New | 3,605 | $397K |
| CX Institutional | 0.02% | Add +127.0% | 3,603 | $397K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -33.7% | 3,536 | $389K |
| W.H. Cornerstone Investments Inc. | 0.27% | Reduce -8.5% | 3,514 | $387K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -54.0% | 3,501 | $386K |
| Kingsview Wealth Management, LLC | 0.01% | New | 3,473 | $382K |
| New Wave Wealth Advisors LLC | 0.20% | — | 3,398 | $374K |
| Horizon Advisory Services, Inc. | 0.18% | Add +0.1% | 3,392 | $373K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -24.3% | 3,385 | $373K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +36.7% | 3,376 | $372K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.1% | 3,344 | $368K |
| Simplicity Wealth,LLC | 0.01% | Reduce -3.2% | 3,341 | $368K |
| Meeder Advisory Services, Inc. | 0.03% | Add +41.4% | 3,337 | $367K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.4% | 3,336 | $367K |
| Horizon Investments, LLC | 0.01% | Reduce -0.5% | 3,311 | $365K |
| Harbour Investments, Inc. | 0.01% | Add +0.4% | 3,306 | $364K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +6.5% | 3,304 | $364K |
| Pallas Capital Advisors LLC | 0.02% | Add +1.7% | 2,892 | $361K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -54.4% | 3,278 | $361K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.3% | 3,271 | $360K |
| D'Orazio & Associates, Inc. | 0.05% | Add +18.4% | 3,235 | $356K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.9% | 3,226 | $355K |
| Old National Bancorp | 0.01% | Add +26.9% | 3,162 | $348K |
| Group One Trading LLC | 0.01% | Reduce -29.0% | 3,157 | $348K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 3,117 | $343K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.9% | 3,099 | $341K |
| Planned Solutions, Inc. | 0.17% | No change | 3,057 | $337K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 3,040 | $335K |
| Algert Global LLC | 0.01% | New | 3,037 | $334K |
| D. E. Shaw & Co. | 0.00% | Reduce -83.0% | 3,021 | $333K |
| Legal Advantage Investments, Inc. | 0.19% | No change | 3,020 | $333K |
| Quantum Private Wealth, LLC | 0.12% | No change | 3,008 | $331K |
| CI Investments Inc. | 0.00% | Reduce -47.9% | 3,008 | $331K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 3,000 | $330K |
| Marex Group Ltd | 0.01% | Add +20.0% | 3,000 | $330K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -29.8% | 2,993 | $330K |
| Argent Trust Co | 0.01% | Add +1.8% | 2,988 | $329K |
| Wedmont Private Capital | 0.02% | Add +10.6% | 2,821 | $328K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.9% | 2,966 | $327K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -15.9% | 2,936 | $323K |
| Asahi Life Asset Management Co., LTD. | 0.22% | New | 2,930 | $323K |
| Knuff & Co LLC | 0.10% | Add +264.4% | 2,915 | $321K |
| Optimum Investment Advisors | 0.14% | No change | 2,900 | $319K |
| Smithfield Trust Co | 0.02% | Reduce -8.5% | 2,893 | $319K |
| MQS Management LLC | 0.19% | Reduce -70.9% | 2,857 | $315K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.08% | No change | 2,854 | $314K |
| Quent Capital, LLC | 0.03% | Add +1.5% | 2,851 | $314K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -71.3% | 2,548 | $312K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.5% | 2,811 | $310K |
| FDx Advisors, Inc. | 0.09% | Reduce -22.3% | 2,798 | $308K |
| RFG Advisory, LLC | 0.01% | Reduce -3.9% | 2,767 | $305K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.6% | 2,762 | $304K |
| Eads & Heald Wealth Management | 0.15% | Add +7.9% | 2,739 | $302K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 2,743 | $302K |
| Trivium Point Advisory, LLC | 0.04% | New | 2,729 | $300K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.1% | 2,699 | $297K |
| Aldebaran Financial Inc. | 0.39% | New | 2,695 | $297K |
| 1858 Wealth Management, LLC | 0.25% | Reduce -15.4% | 2,682 | $295K |
| Burford Brothers, Inc. | 0.17% | Add +0.9% | 2,681 | $295K |
| Moody Aldrich Partners LLC | 0.06% | Reduce -32.2% | 2,668 | $294K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,658 | $293K |
| SpiderRock Advisors, LLC | 0.01% | Add +0.5% | 2,653 | $292K |
| HB Wealth Management, LLC | 0.00% | Add +8.8% | 2,649 | $292K |
| Trust Asset Management LLC | 0.02% | No change | 2,627 | $289K |
| Moody National Bank Trust Division | 0.02% | No change | 2,604 | $287K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -9.0% | 2,592 | $284K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 2,580 | $284K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +54.7% | 2,580 | $284K |
| Accurate Wealth Management, LLC | 0.07% | Add +17.3% | 2,405 | $280K |
| Capital Analysts, LLC | 0.01% | Add +49.6% | 2,532 | $279K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,528 | $278K |
| Cidel Asset Management Inc. | 0.02% | Reduce -12.7% | 2,506 | $276K |
| Fortem Financial Group, LLC | 0.12% | No change | 2,503 | $276K |
| Washington Trust Bank | 0.03% | No change | 2,500 | $275K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 2,491 | $274K |
| SC&H Financial Advisors, Inc. | 0.07% | No change | 2,480 | $273K |
| Providence Capital Advisors, LLC | 0.06% | No change | 2,467 | $272K |
| Oak Thistle LLC | 0.20% | New | 2,458 | $271K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.4% | 2,452 | $270K |
| Quantum Portfolio Management LLC | 0.15% | New | 2,424 | $267K |
| Gallacher Capital Management LLC | 0.14% | New | 2,402 | $264K |
| Inspire Investing, LLC | 0.03% | Reduce -78.5% | 2,396 | $264K |
| Farther Finance Advisors, LLC | 0.01% | Add +56.0% | 2,482 | $264K |
| Equitable Holdings, Inc. | 0.00% | Add +5.6% | 2,394 | $264K |
| Florida Financial Advisors, LLC | 0.16% | Add +20.4% | 2,391 | $263K |
| Hyperion Capital Advisors LP | 0.12% | No change | 2,388 | $263K |
| Manchester Capital Management LLC | 0.03% | No change | 2,385 | $263K |
| HUB Investment Partners, LLC | 0.01% | New | 2,384 | $262K |
| Integrated Investment Consultants, LLC | 0.07% | No change | 2,156 | $260K |
| Archer Investment Corp | 0.08% | No change | 2,362 | $260K |
| Waterloo Capital, L.P. | 0.03% | Reduce -8.6% | 2,357 | $260K |
| Bramshill Investments, LLC | 0.03% | No change | 2,345 | $258K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 2,337 | $257K |
| Lebenthal Global Advisors, LLC | 0.06% | Add +3.9% | 2,329 | $256K |
| Global Retirement Partners, LLC | 0.01% | Add +4.5% | 2,327 | $256K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +31.5% | 2,327 | $256K |
| Wayfinding Financial, LLC | 0.14% | New | 2,317 | $255K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,311 | $254K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 2,307 | $254K |
| Oxford Asset Management LLP | 0.25% | New | 2,294 | $253K |
| Certuity, LLC | 0.02% | Reduce -4.4% | 2,274 | $250K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 2,270 | $250K |
| Cigna Investments Inc. | 0.05% | Reduce -1.7% | 2,268 | $249K |
| Delta Investment Management, LLC | 0.05% | Add +8.9% | 2,239 | $247K |
| Riverwater Partners LLC | 0.18% | Reduce -1.7% | 2,226 | $245K |
| Inspire Advisors, LLC | 0.03% | New | 2,221 | $245K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +27.9% | 2,217 | $244K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 2,200 | $242K |
| Kolinsky Wealth Management, LLC | 0.17% | Reduce -22.0% | 2,189 | $241K |
| Fiduciary Trust Co | 0.00% | No change | 2,175 | $239K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -25.0% | 2,170 | $239K |
| Conning Inc. | 0.01% | No change | 2,167 | $239K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,144 | $236K |
| Madison Asset Management, LLC | 0.00% | No change | 2,140 | $236K |
| Colonial Trust Co / SC | 0.04% | No change | 2,139 | $235K |
| Marcum Wealth, LLC | 0.02% | Add +1.4% | 2,134 | $235K |
| AMG National Trust Bank | 0.01% | No change | 2,121 | $234K |
| Denali Advisors LLC | 0.06% | Add +0.1% | 2,111 | $232K |
| Advus Financial Partners, LLC | 0.07% | New | 2,107 | $232K |
| Kapitalo Investimentos Ltda | 0.07% | Reduce -45.7% | 2,105 | $232K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -42.1% | 2,111 | $232K |
| Kennedy Capital Management LLC | 0.00% | No change | 2,099 | $231K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +40.6% | 2,109 | $231K |
| Omnia Family Wealth, LLC | 0.10% | Add +1.4% | 2,094 | $231K |
| Nwam LLC | 0.07% | Add +2.0% | 2,097 | $231K |
| Sienna Gestion | 0.02% | Reduce -28.2% | 2,082 | $229K |
| Fisher Asset Management | 0.00% | New | 2,075 | $229K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,073 | $228K |
| Five Oceans Advisors | 0.12% | Reduce -9.9% | 2,070 | $228K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +12.4% | 2,058 | $227K |
| Driehaus Capital Management LLC | 0.00% | New | 2,049 | $226K |
| Vantage Consulting Group Inc | 0.17% | Reduce -3.5% | 2,037 | $224K |
| Juncture Wealth Strategies, LLC | 0.09% | No change | 2,019 | $222K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -86.5% | 2,000 | $220K |
| Nilsine Partners, LLC | 0.03% | Add +0.1% | 1,989 | $219K |
| Aaron Wealth Advisors LLC | 0.03% | Add +10.1% | 1,984 | $218K |
| DGS Capital Management, LLC | 0.06% | Reduce -4.7% | 1,979 | $218K |
| American Institute for Advanced Investment Management, LLP | 0.17% | No change | 1,975 | $217K |
| New Century Financial Group, LLC | 0.09% | New | 1,968 | $217K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -4.5% | 1,935 | $213K |
| Versor Investments LP | 0.04% | Reduce -87.4% | 1,935 | $213K |
| Clark Financial Services Group Inc. | 0.22% | Add +6.3% | 1,935 | $213K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 1,912 | $211K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | No change | 1,900 | $209K |
| NDVR, Inc. | 0.21% | Reduce -8.1% | 1,875 | $206K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 1,875 | $206K |
| Paloma Partners Management Co | 0.02% | Reduce -92.3% | 1,874 | $206K |
| TD Private Client Wealth LLC | 0.01% | Add +0.3% | 1,873 | $206K |
| Callan Capital, LLC | 0.02% | New | 1,863 | $205K |
| Pathway Financial Advisors LLC | 0.06% | No change | 1,860 | $205K |
| CHICAGO TRUST Co NA | 0.04% | New | 1,834 | $202K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Reduce -26.7% | 1,953 | $202K |
| Phoenix Financial Ltd. | 0.00% | Reduce -3.7% | 1,831 | $201K |
| Vicus Capital | 0.02% | Add +8.3% | 1,823 | $201K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +19.7% | 1,802 | $199K |
| Flputnam Investment Management Co. | 0.00% | New | 1,800 | $198K |
| Quadrant Capital Group LLC | 0.01% | Add +11.1% | 1,768 | $195K |
| Opal Wealth Advisors, LLC | 0.06% | New | 1,750 | $193K |
| AlphaCentric Advisors LLC | 0.14% | Reduce -44.7% | 1,733 | $191K |
| Mather Group, Llc. | 0.00% | Add +13.7% | 1,542 | $186K |
| Allworth Financial LP | 0.00% | Add +13.1% | 1,477 | $184K |
| GAMMA Investing LLC | 0.02% | Add +37.5% | 1,590 | $175K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 1,575 | $173K |
| Bokf, NA | 0.00% | Reduce -22.2% | 1,553 | $171K |
| Union Investments & Development Ltd. | 1.04% | Reduce -50.0% | 1,500 | $165K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 1,401 | $154K |
| Picton Mahoney Asset Management | 0.01% | New | 1,395 | $153K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.9% | 1,381 | $152K |
| Clearstead Advisors, LLC | 0.00% | New | 1,343 | $148K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -1.9% | 1,198 | $132K |
| Private Trust Co. NA | 0.01% | Add +6.6% | 1,181 | $130K |
| Ossiam | 0.00% | Reduce -33.4% | 1,141 | $126K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.05% | No change | 1,102 | $121K |
| Jones Financial Companies LLLP | 0.00% | New | 1,092 | $120K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 1,088 | $120K |
| Coppell Advisory Solutions LLC | 0.02% | — | 1,060 | $117K |
| Sentry Investment Management LLC | 0.05% | Reduce -17.0% | 1,047 | $115K |
| Spotlight Asset Group, Inc. | 0.07% | Reduce -36.2% | 947 | $104K |
| Ninepoint Partners LP | 0.01% | New | 947 | $104K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -4.3% | 902 | $99K |
| Avior Wealth Management, LLC | 0.00% | Reduce -21.1% | 851 | $94K |
| Adirondack Trust Co. | 0.04% | Reduce -9.7% | 815 | $90K |
| Leonteq Securities AG | 0.01% | Add +7.4% | 813 | $90K |
| Salomon & Ludwin, LLC | 0.01% | No change | 800 | $88K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 782 | $86K |
| General Partner, Inc. | 0.05% | Add +1.0% | 718 | $79K |
| Strengthening Families & Communities, LLC | 0.02% | New | 650 | $72K |
| Quarry LP | 0.03% | New | 617 | $68K |
| AllSquare Wealth Management LLC | 0.04% | Reduce -12.2% | 606 | $67K |
| EntryPoint Capital, LLC | 0.03% | Add +68.4% | 591 | $65K |
| CVA Family Office, LLC | 0.01% | Add +0.9% | 575 | $63K |
| Castleview Partners, LLC | 0.03% | Reduce -0.5% | 548 | $60K |
| Cornerstone Planning Group LLC | 0.02% | Add +5322.2% | 488 | $60K |
| ORG Partners LLC | 0.01% | Add +67.6% | 558 | $59K |
| Richardson Financial Services Inc. | 0.04% | No change | 533 | $59K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -50.0% | 500 | $55K |
| Lindbrook Capital, LLC | 0.01% | Add +17.1% | 485 | $53K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -17.4% | 484 | $53K |
| Cromwell Holdings LLC | 0.03% | — | 482 | $53K |
| MV Capital Management, Inc. | 0.01% | Reduce -45.1% | 481 | $53K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +746.4% | 474 | $52K |
| Evermay Wealth Management LLC | 0.01% | No change | 455 | $50K |
| Arlington Trust Co LLC | 0.01% | No change | 440 | $48K |
| St Germain D J Co. Inc. | 0.00% | No change | 440 | $48K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -11.4% | 437 | $48K |
| Frazier Financial Advisors, LLC | 0.04% | Add +48.6% | 422 | $46K |
| Financial Perspectives, Inc | 0.02% | No change | 410 | $45K |
| Mizuho Bank, Ltd. | 0.01% | New | 410 | $45K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $44K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.3% | 396 | $44K |
| Grove Bank & Trust | 0.01% | Reduce -7.1% | 391 | $43K |
| Security National Bank | 0.01% | No change | 390 | $43K |
| Financial Management Professionals, Inc. | 0.01% | Add +180.9% | 382 | $42K |
| Parkside Financial Bank & Trust | 0.01% | Add +16.5% | 367 | $40K |
| Versant Capital Management, Inc | 0.01% | Add +551.8% | 365 | $40K |
| Great Lakes Retirement, Inc. | 0.01% | New | 353 | $39K |
| Covestor Ltd | 0.02% | Reduce -17.4% | 343 | $38K |
| DT Investment Partners, LLC | 0.00% | No change | 334 | $37K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.3% | 332 | $37K |
| Continuum Advisory, LLC | 0.01% | Add +94.5% | 317 | $35K |
| WealthCollab, LLC | 0.02% | Reduce -2.7% | 292 | $32K |
| Byrne Asset Management LLC | 0.03% | No change | 292 | $32K |
| Salem Investment Counselors Inc. | 0.00% | No change | 285 | $31K |
| Rothschild Investment LLC | 0.00% | Add +30.4% | 283 | $31K |
| Whittier Trust Co. | 0.00% | No change | 280 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -32.0% | 257 | $28K |
| Benjamin Edwards Inc. | 0.01% | Add +13.0% | 243 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +40.3% | 202 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 238 | $26K |
| Pacific Center for Financial Services | 0.01% | Reduce -33.4% | 237 | $26K |
| Bell Investment Advisors, Inc | 0.01% | No change | 234 | $26K |
| WR Wealth Planners, LLC | 0.01% | Add +54.7% | 232 | $26K |
| CNB Bank | 0.01% | No change | 227 | $25K |
| Proffitt & Goodson Inc. | 0.00% | New | 214 | $24K |
| Community Bank, N.A. | 0.00% | No change | 210 | $23K |
| LRI Investments, LLC | 0.00% | Reduce -11.9% | 208 | $23K |
| Camelot Portfolios, LLC | 0.01% | New | 200 | $22K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -97.4% | 200 | $22K |
| Balefire, LLC | 0.01% | Add +20.1% | 167 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 150 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 148 | $16K |
| Valued Wealth Advisors LLC | 0.01% | Add +14.8% | 147 | $16K |
| RFP Financial Group LLC | 0.01% | Reduce -23.1% | 143 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.0% | 140 | $15K |
| Spire Wealth Management | 0.00% | Reduce -67.9% | 138 | $15K |
| Nemes Rush Group LLC | 0.00% | No change | 134 | $15K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 126 | $14K |
| Rise Advisors, LLC | 0.01% | No change | 125 | $14K |
| West Oak Capital, LLC | 0.01% | No change | 125 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 120 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +29.2% | 115 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +7.4% | 116 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -11.4% | 116 | $13K |
| REAP Financial Group, LLC | 0.00% | Reduce -5.0% | 113 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $12K |
| Matrix Trust Co | 0.00% | New | 109 | $12K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 106 | $12K |
| Dunhill Financial, LLC | 0.01% | Add +550.0% | 104 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | New | 100 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 98 | $10K |
| New Millennium Group LLC | 0.01% | New | 89 | $10K |
| Aspect Partners, LLC | 0.01% | No change | 87 | $10K |
| Fortitude Family Office, LLC | 0.01% | Reduce -33.3% | 86 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 83 | $9K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -10.5% | 77 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 69 | $8K |
| Avion Wealth | 0.00% | Add +22.4% | 71 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.5% | 63 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.9% | 61 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 61 | $7K |
| Dogwood Wealth Management LLC | 0.00% | New | 61 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 60 | $7K |
| Global Wealth Strategies & Associates | 0.00% | No change | 57 | $6K |
| Abich Financial Wealth Management LLC | 0.00% | Add +3.7% | 56 | $6K |
| IAG Wealth Partners, LLC | 0.00% | New | 56 | $6K |
| Cetera Trust Company, N.A | 0.00% | No change | 55 | $6K |
| Red Tortoise LLC | 0.00% | No change | 54 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -45.5% | 54 | $6K |
| West Paces Advisors Inc. | 0.00% | No change | 53 | $6K |
| Oakworth Capital, Inc. | 0.00% | New | 52 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 48 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Add +16.7% | 49 | $5K |
| Zions Bancorporation, N.A. | 0.00% | Add +261.5% | 47 | $5K |
| Addison Advisors LLC | 0.00% | New | 46 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 44 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 40 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -14.3% | 36 | $4K |
| MCF Advisors LLC | 0.00% | No change | 36 | $4K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 34 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 32 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 31 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -3.1% | 31 | $3K |
| Altshuler Shaham Ltd | 0.00% | Reduce -89.8% | 31 | $3K |
| Beacon Capital Management, LLC | 0.00% | Add +40.0% | 28 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 35 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 27 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 27 | $3K |
| Sachetta, LLC | 0.00% | New | 19 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 22 | $2K |
| Fairway Wealth LLC | 0.00% | New | 22 | $2K |
| Innealta Capital, LLC | 0.00% | New | 22 | $2K |
| Private Ocean, LLC | 0.00% | New | 22 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -17.4% | 19 | $2K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 17 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 16 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -77.9% | 15 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +66.7% | 15 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| Nvwm, LLC | 0.00% | Add +100.0% | 10 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Triad Wealth Partners, LLC | 0.00% | New | 8 | $934 |
| Trust Co. of Vermont | 0.00% | New | 8 | $881 |
| Unique Wealth Strategies, LLC | 0.00% | New | 7 | $844 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 7 | $771 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 7 | $771 |
| Country Trust Bank | 0.00% | New | 7 | $771 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 6 | $661 |
| Abound Wealth Management | 0.00% | Reduce -66.7% | 6 | $661 |
| State of Wyoming | 0.00% | Reduce -99.5% | 5 | $551 |
| Asset Dedication, LLC | 0.00% | No change | 5 | $551 |
| Fairfield Financial Advisors, LTD | 0.00% | — | 2 | $211 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is PHM's weight in each manager's 13F, not the share of Pultegroup Inc. the manager owns.