PultegroupPHM

13F holders, Q3 2024 (September 30)
1,006holders +68
146new positions
84sold out
7famous investors
$143.58avg. 13F price*

At the end of Q3 2024, 1,006 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, up 68 from Q2 2024. 146 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($3.2B) and Franklin Resources Inc. ($1.6B). 7 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Cliff Asness (0.3% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions146$286.9M
Exits84$234.7M

All 13F filers, Q2 2024 → Q3 2024: 16,331,712 shares bought and 15,837,960 shares sold, net +493,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,006 holders

Vanguard Group Inc. 0.06% Reduce -1.0% 23,893,424 $3.4B
BlackRock, Inc. 0.07% — 22,097,667 $3.2B
Franklin Resources Inc. 0.47% Add +5.5% 11,254,274 $1.6B
State Street Corp. 0.06% Reduce -0.1% 10,531,718 $1.5B
FMR LLC 0.08% Add +102.3% 9,040,828 $1.3B
Greenhaven Associates Inc. 9.41% Add +0.3% 5,593,179 $802.8M
Geode Capital Management, LLC 0.06% Reduce -0.0% 5,055,931 $724.2M
Dimensional Fund Advisors LP 0.15% Reduce -10.6% 4,281,482 $614.5M
Invesco Ltd. 0.11% Add +13.8% 3,853,895 $553.1M
Norges Bank 0.07% Add +0.4% 3,719,415 $533.8M
LSV Asset Management 1.00% Reduce -10.5% 3,255,232 $467.2M
Morgan Stanley 0.03% Reduce -1.3% 3,010,107 $432.0M
Ameriprise Financial Inc. 0.10% Add +31.0% 2,837,698 $407.3M
Goldman Sachs Group Inc. 0.06% Add +14.4% 2,146,011 $308.0M
Northern Trust Corp. 0.05% Reduce -5.4% 2,110,793 $303.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +7.8% 1,864,040 $267.5M
Bank of America Corp. 0.02% Add +5.0% 1,854,140 $266.1M
JPMorgan Chase & Co. 0.02% Add +102.6% 1,644,908 $236.1M
Deutsche Bank AG 0.10% Add +6.5% 1,626,090 $233.4M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -5.1% 1,559,374 $223.8M
Legal & General Group Plc 0.06% Reduce -2.1% 1,539,616 $221.0M
Bank of New York Mellon Corp 0.04% Reduce -4.1% 1,524,303 $218.8M
Nuveen Asset Management, LLC 0.06% Add +1.6% 1,521,620 $218.5M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.8% 1,331,662 $191.1M
AQR Capital Management 0.26% Reduce -35.3% 1,332,014 $189.0M
Nordea Investment Management AB 0.21% Add +6.1% 1,294,144 $184.4M
HSBC Holdings PLC 0.11% Reduce -21.2% 1,205,833 $173.0M
T. Rowe Price Associates Inc. 0.02% Add +243.4% 1,125,914 $161.6M
Caisse de depot et placement du Quebec 0.32% Reduce -10.3% 1,119,388 $160.7M
Alliancebernstein L.P. 0.05% Reduce -19.1% 1,072,412 $153.9M
Victory Capital Management Inc. 0.14% Add +6.3% 1,025,276 $147.2M
Wells Fargo & Company 0.04% Add +67.2% 1,023,879 $147.0M
Allianz Asset Management GmbH 0.23% Reduce -36.3% 1,015,591 $145.8M
Captrust Financial Advisors 0.41% Add +2.2% 957,696 $137.5M
Los Angeles Capital Management LLC 0.53% Reduce -29.3% 913,284 $131.1M
Amundi 0.05% Reduce -4.5% 919,846 $128.9M
UBS Group AG 0.03% Add +6.0% 867,637 $124.5M
Allspring Global Investments Holdings, LLC 0.19% Add +35.1% 861,487 $123.6M
Clark Capital Management Group, Inc. 0.75% Add +7.3% 763,227 $109.5M
First Trust Advisors LP 0.10% Reduce -9.6% 731,829 $105.0M
Robeco Institutional Asset Management B.V. 0.20% Reduce -20.2% 710,708 $102.0M
Russell Investments Group, Ltd. 0.14% Reduce -5.8% 657,613 $94.4M
Citigroup Inc. 0.09% Add +1.6% 653,761 $93.8M
Swiss National Bank 0.06% Reduce -0.6% 624,400 $89.6M
1832 Asset Management L.P. 0.15% Add +2015.3% 622,823 $89.4M
Assetmark, Inc. 0.25% Reduce -3.2% 606,038 $87.0M
Swedbank AB 0.10% Add +1.1% 574,274 $82.4M
Pictet Asset Management Holding SA 0.09% Add +3.0% 573,068 $82.2M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.2% 536,232 $77.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Add +357.1% 521,958 $74.9M
Mackenzie Financial Corp. 0.10% Reduce -2.6% 497,258 $71.4M
Barclays PLC 0.03% Reduce -26.6% 479,296 $68.8M
Royal Bank of Canada 0.01% Add +13.9% 466,923 $67.0M
Westfield Capital Management Co. LP 0.30% New 463,215 $66.5M
Homestead Advisers Corp 1.50% Add +18.9% 438,400 $62.9M
National Pension Service 0.06% Reduce -16.7% 437,619 $62.8M
KBC Group NV 0.19% Add +1020.0% 435,925 $62.6M
Raymond James & Associates 0.04% Add +28.5% 418,737 $60.1M
Man Group plc 0.18% Reduce -48.2% 417,712 $60.0M
Tredje AP-fonden 0.54% No change 413,369 $59.3M
QRG Capital Management, Inc. 0.64% Add +2.6% 412,723 $59.2M
California Public Employees Retirement System 0.04% Reduce -1.0% 401,013 $57.6M
Rhumbline Advisers 0.05% Reduce -5.0% 399,063 $57.3M
Danske Bank A/S 0.19% Add +17.2% 395,039 $56.7M
Wedge Capital Management L L P 0.98% Add +6.0% 394,294 $56.6M
Lord, Abbett & Co. LLC 0.17% Add +3118.4% 376,717 $54.1M
Balyasny Asset Management L.P. 0.14% Reduce -57.4% 368,266 $52.9M
CANADA LIFE ASSURANCE Co 0.09% Reduce -7.1% 360,673 $51.8M
Envestnet Asset Management Inc. 0.02% Reduce -13.5% 360,548 $51.7M
Bridgewater Associates 0.29% Add +35.9% 358,089 $51.4M
LPL Financial LLC 0.02% Add +6.0% 351,258 $50.4M
California State Teachers Retirement System 0.06% Reduce -0.9% 338,301 $48.6M
AustralianSuper Pty Ltd 0.24% Reduce -8.8% 338,271 $48.6M
O'shaughnessy Asset Management, LLC 0.43% Add +4.2% 339,781 $48.4M
Marshall Wace, LLP 0.06% New 337,182 $48.4M
Squarepoint Ops LLC 0.16% Reduce -32.7% 335,700 $48.2M
Principal Financial Group Inc. 0.03% Reduce -14.8% 332,208 $47.7M
American Century Companies Inc. 0.03% Add +5.2% 327,231 $47.0M
Mercer Global Advisors Inc. 0.11% Add +4.5% 320,871 $46.4M
Brandywine Global Investment Management, LLC 0.31% Add +19.5% 322,747 $46.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +10.4% 307,256 $44.1M
Janney Montgomery Scott LLC 0.12% Add +0.8% 302,898 $43.5M
Bank of Montreal 0.02% Reduce -38.6% 301,736 $43.2M
FIL Ltd 0.04% Add +54.0% 300,735 $43.2M
Sei Investments Co. 0.06% Reduce -6.9% 300,732 $43.2M
BNP Paribas Financial Markets 0.04% Reduce -14.1% 296,957 $42.6M
Schroder Investment Management Group 0.04% Reduce -5.4% 289,115 $41.4M
HRT Financial LP 0.20% Add +510.1% 278,647 $40.0M
Storebrand Asset Management As 0.13% Reduce -25.9% 276,939 $39.7M
Intech Investment Management LLC 0.43% Reduce -1.7% 268,645 $38.6M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -7.7% 264,390 $37.9M
Zacks Investment Management 0.33% Add +10.3% 262,194 $37.6M
Winslow Asset Management Inc. 6.91% Reduce -3.9% 260,495 $37.4M
Distillate Capital Partners LLC 1.86% Add +77.8% 259,342 $37.2M
New York State Teachers Retirement System 0.08% Reduce -3.4% 258,331 $37.1M
Moran Wealth Management, LLC 1.13% Reduce -2.4% 255,086 $36.6M
State Board of Administration of Florida Retirement System 0.07% Reduce -8.4% 252,679 $36.3M
Korea Investment CORP 0.08% Reduce -7.5% 241,796 $34.7M
Teacher Retirement System of Texas 0.16% Reduce -3.6% 239,622 $34.4M
Millennium Management 0.03% Reduce -64.0% 234,292 $33.6M
Macquarie Group Ltd. 0.04% Add +1.3% 232,948 $33.4M
Regions Financial Corp. 0.24% Reduce -0.1% 232,468 $33.4M
Jane Street Group, LLC 0.05% Reduce -43.6% 228,797 $32.8M
Susquehanna International Group, LLP 0.06% Add +116.8% 227,345 $32.6M
Retirement Systems of Alabama 0.12% Reduce -7.4% 221,605 $31.8M
J. Safra Sarasin Holding AG 0.54% Add +5.2% 217,265 $31.2M
Andra AP-fonden 0.46% Reduce -5.7% 217,100 $31.2M
Teewinot Capital Advisers, L.L.C. 2.98% New 205,466 $29.5M
Edmond DE Rothschild Holding S.A. 0.46% Reduce -6.4% 200,000 $28.7M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +785.0% 200,000 $28.7M
Steward Partners Investment Advisory, LLC 0.26% Add +739.7% 197,380 $28.3M
Dana Investment Advisors, Inc. 0.88% Reduce -10.9% 186,111 $26.7M
Clough Capital Partners L P 2.70% Add +43.4% 183,509 $26.3M
TD Asset Management Inc 0.02% Reduce -18.3% 180,921 $25.9M
AEGON ASSET MANAGEMENT UK Plc 0.35% Reduce -0.2% 178,502 $25.6M
Canada Pension Plan Investment Board 0.02% Reduce -13.5% 175,603 $25.2M
Achmea Investment Management B.V. 0.41% Reduce -3.7% 173,751 $24.9M
Tidal Investments LLC 0.28% Add +837.9% 173,727 $24.9M
Empowered Funds, LLC 0.38% Reduce -37.9% 169,859 $24.4M
State of Wisconsin Investment Board 0.06% Add +9.0% 166,585 $23.9M
Natixis Advisors, LLC 0.05% Add +1.4% 166,289 $23.9M
GMO 0.07% Reduce -7.8% 166,020 $23.8M
Prudential Financial Inc. 0.03% Reduce -19.2% 160,014 $23.0M
Vision Capital Corp 5.54% New 155,700 $22.3M
Burney Co./ 0.79% Reduce -3.3% 155,044 $22.3M
Loomis Sayles & Co. L P 0.03% Add +0.4% 151,984 $21.8M
Railway Pension Investments Ltd 0.25% Add +6.8% 143,739 $20.6M
Corient Private Wealth LP 0.03% Add +12.5% 141,567 $20.3M
Twin Tree Management, LP 0.47% New 141,054 $20.2M
Eastern Bank 0.35% Add +1.1% 136,497 $19.6M
Basswood Capital Management, L.L.C. 1.01% No change 135,730 $19.5M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -35.1% 135,350 $19.4M
Jacobs Levy Equity Management, Inc. 0.07% Reduce -7.8% 134,382 $19.3M
SG Americas Securities, LLC 0.07% Add +189.3% 134,253 $19.3M
National Bank of Canada 0.03% Reduce -0.5% 134,096 $19.2M
Systematic Financial Management LP 0.48% Add +3.9% 130,257 $18.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.9% 129,527 $18.6M
New York State Common Retirement Fund 0.02% Reduce -50.0% 126,223 $18.1M
Capital Fund Management S.A. 0.20% Reduce -10.9% 125,248 $18.0M
Treasurer of the State of North Carolina 0.07% Reduce -0.6% 123,950 $17.8M
NorthCrest Asset Manangement, LLC 0.54% Add +2.3% 123,595 $17.7M
Panagora Asset Management Inc. 0.08% Add +1537.4% 122,818 $17.6M
Comerica Bank 0.07% Add +23.5% 120,976 $17.4M
Nisa Investment Advisors, LLC 0.10% Add +22.7% 119,794 $17.2M
State of Tennessee, Department of Treasury 0.06% Reduce -20.4% 119,414 $17.1M
Vinva Investment Management Ltd 0.72% Add +39.9% 119,467 $17.1M
Cibc World Market Inc. 0.04% Add +198.4% 117,622 $16.9M
PGGM Investments 0.21% Reduce -14.3% 116,445 $16.7M
Cambria Investment Management, L.P. 1.00% Reduce -0.9% 116,110 $16.7M
Berkshire Asset Management LLC 0.85% No change 151,175 $16.6M
Vontobel Holding Ltd. 0.05% Add +131.5% 115,382 $16.6M
Rafferty Asset Management, LLC 0.06% Reduce -30.9% 111,759 $16.0M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -3.1% 111,283 $16.0M
Aptus Capital Advisors, LLC 0.24% Add +19.9% 111,041 $15.9M
Osaic Holdings, Inc. 0.04% Add +1.0% 110,040 $15.8M
Sanctuary Advisors, LLC 0.10% Add +38.1% 121,299 $15.7M
Patten & Patten Inc. 1.04% Reduce -1.7% 109,135 $15.7M
Leuthold Group, LLC 1.71% Reduce -6.3% 107,442 $15.4M
Credit Agricole S A 0.08% Add +63.9% 103,139 $14.8M
DekaBank Deutsche Girozentrale 0.03% Reduce -14.8% 103,334 $14.8M
Cetera Investment Advisers 0.03% Add +1.8% 102,169 $14.7M
Neuberger Berman Group LLC 0.01% Reduce -5.0% 101,230 $14.5M
Jackson Hill Advisors, LLC 7.34% Add +31.4% 100,500 $14.4M
Generate Investment Management Ltd 0.96% Reduce -73.0% 100,294 $14.4M
Public Employees Retirement System of Ohio 0.06% Reduce -11.1% 99,424 $14.3M
Muhlenkamp & Co. Inc. 4.30% Reduce -0.0% 97,823 $14.0M
Ensign Peak Advisors, Inc 0.02% Reduce -5.9% 97,158 $13.9M
Royal London Asset Management Ltd. 0.03% Add +2.3% 96,553 $13.9M
AE Wealth Management LLC 0.12% Add +1031.5% 95,254 $13.7M
Nomura Asset Management Co. Ltd. 0.04% Add +3.2% 95,070 $13.6M
Handelsbanken Fonder AB 0.05% Reduce -9.6% 94,041 $13.5M
Shelton Capital Management 0.34% Add +1.4% 93,294 $13.4M
Truist Financial Corp. 0.02% Reduce -71.9% 91,710 $13.2M
Globeflex Capital L P 1.26% Reduce -15.2% 91,706 $13.2M
Asset Management One Co., Ltd. 0.05% Reduce -2.9% 89,858 $12.9M
Aviva PLC 0.03% Add +1.6% 89,723 $12.9M
Qube Research & Technologies Ltd 0.02% Add +2.1% 89,198 $12.8M
Segment Wealth Management, LLC 0.87% New 88,292 $12.7M
Wealthfront Advisers LLC 0.04% Reduce -0.5% 87,430 $12.5M
Aberdeen Group plc 0.02% Reduce -15.2% 87,399 $12.5M
Raymond James Financial Services Advisors, Inc. 0.02% Add +23.5% 85,956 $12.3M
Tiaa Trust, National Association 0.04% Reduce -31.0% 85,895 $12.3M
Elk River Wealth Management LLC 2.21% Add +1.7% 84,650 $12.2M
Royce & Associates LP 0.11% Reduce -13.1% 84,730 $12.2M
Federated Hermes, Inc. 0.03% Reduce -4.5% 83,892 $12.0M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.4% 82,700 $11.9M
State of Michigan Retirement System 0.06% Reduce -1.3% 81,169 $11.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.61% Add +25.5% 78,952 $11.3M
Illinois Municipal Retirement Fund 0.16% Reduce -18.5% 76,003 $10.9M
Patton Albertson Miller Group, LLC 1.46% Reduce -7.9% 74,843 $10.7M
Worldquant Millennium Advisors LLC 0.08% Reduce -15.9% 74,762 $10.7M
Toronto Dominion Bank 0.02% Reduce -9.7% 74,314 $10.7M
State of New Jersey Common Pension Fund D 0.04% No change 73,497 $10.5M
Resona Asset Management Co.,Ltd. 0.06% Reduce -2.7% 72,522 $10.4M
Foster & Motley Inc. 0.65% Reduce -1.0% 71,245 $10.2M
Voya Investment Management LLC 0.01% Reduce -8.4% 69,951 $10.0M
Mediolanum International Funds Ltd 0.14% Reduce -11.3% 69,771 $10.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +12.7% 68,789 $9.9M
USS Investment Management Ltd 0.07% Add +19.2% 67,527 $9.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +32.4% 67,191 $9.6M
STRS Ohio 0.04% Reduce -5.6% 65,747 $9.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -15.6% 64,138 $9.2M
BTC Capital Management, Inc. 0.79% Add +6.0% 62,260 $8.9M
NatWest Group plc 2.63% Reduce -24.0% 62,022 $8.9M
Commonwealth Equity Services, LLC 0.01% Add +38.5% 61,233 $8.8M
Arizona State Retirement System 0.05% Add +3.4% 60,263 $8.6M
Spectrum Wealth Counsel, LLC 1.01% Add +16.2% 59,625 $8.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% — 59,607 $8.6M
Quantinno Capital Management LP 0.11% Add +25.8% 58,124 $8.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -69.3% 58,108 $8.3M
Bessemer Group Inc. 0.01% Add +242.9% 57,917 $8.3M
Ritholtz Wealth Management 0.25% Add +11.6% 57,061 $8.2M
AXA S.A. 0.02% Reduce -65.5% 56,134 $8.1M
Pathstone Holdings, LLC 0.04% Reduce -4.1% 55,424 $8.0M
Woodline Partners LP 0.07% New 55,219 $7.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +158.7% 54,144 $7.8M
MML Investors Services, LLC 0.03% Add +3.7% 53,949 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -3.8% 53,937 $7.7M
Oppenheimer & Co. Inc. 0.12% Reduce -1.8% 53,449 $7.7M
IFM Investors Pty Ltd 0.07% Reduce -2.4% 52,939 $7.6M
NBW Capital LLC 1.43% Reduce -0.9% 52,876 $7.6M
Corebridge Financial, Inc. 0.04% Reduce -4.7% 52,866 $7.6M
CWA Asset Management Group, LLC 0.39% — 51,504 $7.4M
Verition Fund Management LLC 0.06% Reduce -24.2% 50,925 $7.3M
Lazard Asset Management LLC 0.01% Reduce -87.7% 50,771 $7.3M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -88.4% 50,600 $7.3M
Swiss Life Asset Management Ltd 0.08% Reduce -6.7% 50,220 $7.2M
Seascape Capital Management 2.56% Reduce -2.7% 50,062 $7.2M
RBF Capital, LLC 0.37% No change 50,000 $7.2M
Meritage Portfolio Management 0.44% Reduce -2.3% 49,579 $7.1M
Snowden Capital Advisors LLC 0.21% Reduce -7.0% 49,261 $7.1M
Scotia Capital Inc. 0.04% Add +3.3% 49,290 $7.1M
Cerity Partners LLC 0.02% Add +11.4% 48,399 $6.9M
Oliver Luxxe Assets LLC 1.23% Reduce -10.9% 47,820 $6.9M
Stifel Financial Corp. 0.01% Reduce -1.5% 47,781 $6.9M
Brevan Howard Capital Management LP 0.34% Add +194.1% 47,188 $6.8M
Van Eck Associates Corp. 0.01% Add +10.1% 50,815 $6.8M
Patton Fund Management, Inc. 1.39% Reduce -5.4% 46,769 $6.7M
Assenagon Asset Management S.A. 0.01% Add +97.3% 46,603 $6.7M
Bogart Wealth, LLC 0.31% Add +44.6% 45,813 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -8.0% 45,703 $6.6M
Prana Capital Management, LP 0.30% New 45,422 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -2.2% 45,176 $6.5M
Artemis Investment Management LLP 0.10% Add +30.0% 45,116 $6.5M
Sterling Capital Management LLC 0.08% — 44,694 $6.4M
Glenmede Trust Co. NA 0.03% Reduce -1.2% 44,374 $6.4M
Twin Capital Management Inc. 0.72% Reduce -11.4% 44,319 $6.4M
Forsta Ap-Fonden 0.05% Add +19.7% 44,300 $6.4M
Great Lakes Advisors, LLC 0.05% Reduce -75.5% 43,937 $6.3M
Mariner, LLC 0.01% Reduce -5.9% 43,682 $6.3M
NorthCoast Asset Management LLC 0.04% Add +7.9% 45,295 $6.2M
Pinebridge Investments, L.P. 0.05% Reduce -56.1% 43,009 $6.2M
Amalgamated Bank 0.05% Reduce -18.2% 42,865 $6.2M
Howard Capital Management, LLC 0.10% New 42,687 $6.1M
Old Second National Bank of Aurora 1.47% Reduce -3.0% 42,309 $6.1M
Czech National Bank 0.06% Add +5.5% 42,274 $6.1M
Rockefeller Capital Management L.P. 0.02% Add +8.6% 42,291 $6.1M
Marsico Capital Management LLC 0.17% No change 42,228 $6.1M
Guggenheim Capital LLC 0.04% Reduce -17.0% 42,163 $6.1M
Monument Capital Management 1.67% Add +0.4% 42,074 $6.0M
Clearbridge Investments, LLC 0.00% Add +283.7% 41,951 $6.0M
Argyle Capital Management, LLC 2.38% Reduce -21.0% 41,600 $6.0M
Vanguard Personalized Indexing Management, LLC 0.10% Add +6.0% 41,501 $6.0M
Kinsale Capital Group, Inc. 1.74% Add +14.8% 41,116 $5.9M
Glenview Trust Co 0.11% Reduce -0.6% 40,064 $5.8M
Ethic Inc. 0.15% Reduce -1.3% 47,623 $5.7M
Hudson Capital Management LLC 1.89% Reduce -8.4% 39,692 $5.7M
Trustmark Bank Trust Department 0.43% Add +39.8% 39,589 $5.7M
Yousif Capital Management, LLC 0.06% Reduce -3.1% 38,935 $5.6M
Hendershot Investments Inc. 0.75% Reduce -3.2% 38,565 $5.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -7.3% 38,173 $5.5M
ProShare Advisors LLC 0.01% Reduce -54.0% 38,028 $5.5M
Raymond James Trust N.A. 0.12% Add +99.8% 37,972 $5.5M
Parallax Volatility Advisers, L.P. 0.16% New 37,950 $5.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -45.6% 37,836 $5.4M
Westpac Banking Corp. 0.36% Add +4.3% 37,426 $5.4M
Walleye Trading LLC 0.13% Reduce -84.8% 36,704 $5.3M
Montag A & Associates Inc. 0.25% Add +3.2% 36,500 $5.2M
PNC Financial Services Group, Inc. 0.00% Add +6.1% 36,152 $5.2M
Wellington Management Group LLP 0.00% Add +0.7% 35,191 $5.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -13.6% 35,098 $5.0M
DNB Asset Management AS 0.02% Add +3.5% 34,931 $5.0M
Gotham Asset Management 0.05% Reduce -26.4% 34,341 $4.9M
Blair William & Co. 0.01% Add +0.3% 34,238 $4.9M
Utah Retirement Systems 0.06% Reduce -0.9% 34,176 $4.9M
Larson Financial Group LLC 0.28% Add +2.9% 34,157 $4.9M
River Wealth Advisors LLC 0.65% Reduce -8.6% 34,057 $4.9M
Pacer Advisors, Inc. 0.01% Reduce -98.9% 33,015 $4.7M
Shayne & Jacobs, LLC 1.17% Reduce -4.6% 32,537 $4.7M
Park Avenue Securities LLC 0.05% Reduce -8.5% 32,402 $4.7M
Wright Investors Service Inc. 1.19% Add +17.4% 31,580 $4.5M
Cresset Asset Management, LLC 0.02% Add +0.1% 31,313 $4.5M
Meiji Yasuda Asset Management Co Ltd. 0.17% Add +0.6% 31,174 $4.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -10.6% 31,020 $4.5M
Orion Portfolio Solutions, LLC 0.04% Reduce -10.6% 31,020 $4.5M
CIBC Asset Management Inc 0.01% Add +6.6% 30,909 $4.4M
Baird Financial Group, Inc. 0.01% Reduce -4.3% 30,877 $4.4M
Janus Henderson Group PLC 0.00% Add +7.4% 30,624 $4.4M
NewEdge Advisors, LLC 0.03% Reduce -10.0% 30,263 $4.3M
JB Capital LLC 0.25% Add +0.9% 29,992 $4.3M
Family Manage LLC 0.71% Add +4.6% 29,766 $4.3M
State of Alaska, Department of Revenue 0.04% Reduce -13.7% 29,096 $4.2M
L2 Asset Management, LLC 1.12% Reduce -12.2% 28,638 $4.1M
Xponance LLC 0.04% Add +0.9% 28,416 $4.1M
Cibc World Markets Corp. 0.03% Reduce -42.0% 28,303 $4.1M
Caprock Group, LLC 0.15% Add +16.5% 28,129 $4.0M
New York Life Investment Management LLC 0.04% Reduce -4.5% 27,778 $4.0M
ING Groep NV 0.02% Reduce -52.1% 27,754 $4.0M
Peak Financial Advisors LLC 2.05% Add +6.8% 27,709 $4.0M
Level Four Advisory Services, LLC 0.16% Reduce -7.1% 29,765 $3.9M
Bank of Nova Scotia 0.01% Add +21.4% 26,691 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Add +1.9% 26,577 $3.8M
Daiwa Securities Group Inc. 0.02% Add +0.7% 26,455 $3.8M
3Chopt Investment Partners, LLC 1.34% Reduce -0.3% 26,010 $3.7M
UniSuper Management Pty Ltd 0.03% Reduce -18.6% 25,972 $3.7M
Stephens Inc. 0.05% Reduce -0.9% 25,889 $3.7M
Commerce Bank 0.02% Add +4.5% 25,687 $3.7M
Ellis Investment Partners, LLC 0.72% Add +4.3% 25,585 $3.7M
Mutual of America Capital Management LLC 0.04% Reduce -3.7% 25,569 $3.7M
M&T Bank Corp 0.01% Reduce -2.8% 25,016 $3.6M
Alaska Permanent Fund Corp 0.05% No change 25,009 $3.6M
Hennessy Advisors Inc. 0.11% Reduce -2.3% 25,000 $3.6M
180 Wealth Advisors, LLC 0.56% Add +7.3% 24,866 $3.6M
Sib LLC 1.74% No change 24,755 $3.6M
IFG Advisory, LLC 0.22% Add +0.3% 23,785 $3.4M
Creative Planning 0.00% Add +6.3% 23,639 $3.4M
Dean Investment Associates, LLC 0.46% Reduce -2.7% 23,598 $3.4M
OMERS ADMINISTRATION Corp 0.03% Reduce -5.6% 23,598 $3.4M
Todd Asset Management LLC 0.08% No change 23,438 $3.4M
Crossmark Global Holdings, Inc. 0.06% Reduce -16.7% 22,987 $3.3M
Gabelli Funds LLC 0.02% Reduce -39.5% 22,500 $3.2M
Acadian Asset Management LLC 0.01% Reduce -62.1% 22,427 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.8% 22,181 $3.2M
ClariVest Asset Management LLC 0.32% No change 28,751 $3.2M
Geneos Wealth Management Inc. 0.12% Add +4.1% 21,682 $3.1M
Public Employees Retirement Association of Colorado 0.01% No change 21,568 $3.1M
Axecap Investments, LLC 2.26% — 20,730 $3.0M
Oddo BHF Asset Management Sas 0.15% — 20,710 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +14.1% 20,288 $2.9M
Arete Wealth Advisors, LLC 0.24% Reduce -53.4% 19,913 $2.9M
HighTower Advisors, LLC 0.00% Reduce -9.5% 19,863 $2.9M
Sequoia Financial Advisors, LLC 0.03% Add +8.3% 19,624 $2.8M
Thrivent Financial for Lutherans 0.01% Add +6.3% 19,524 $2.8M
Bridgeway Capital Management, LLC 0.06% No change 19,350 $2.8M
Chesley Taft & Associates LLC 0.13% New 19,290 $2.8M
Palisade Capital Management, LP 0.08% Add +4.1% 19,278 $2.8M
&partners 0.05% Add +302.0% 19,201 $2.8M
Elo Mutual Pension Insurance Co 0.06% Add +7.7% 18,627 $2.7M
Vista Investment Partners LLC 0.84% New 18,254 $2.6M
DAVENPORT & Co LLC 0.02% Reduce -0.0% 18,218 $2.6M
Walleye Capital LLC 0.03% Reduce -91.1% 18,081 $2.6M
Savant Capital, LLC 0.02% Add +4.5% 17,933 $2.6M
Paloma Partners Management Co 0.18% Add +851.4% 17,830 $2.6M
Oregon Public Employees Retirement Fund 0.05% Reduce -1.6% 17,791 $2.6M
Gulf International Bank (UK) Ltd 0.06% Reduce -3.8% 17,632 $2.5M
GTS Securities LLC 0.05% Reduce -16.1% 17,418 $2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -30.3% 17,350 $2.5M
Trail Ridge Investment Advisors, LLC 1.18% No change 18,622 $2.5M
B.O.S.S. Retirement Advisors, LLC 0.49% New 17,107 $2.5M
Naples Money Management LLC 2.08% New 17,100 $2.5M
Mount Lucas Management LP 0.80% Reduce -60.1% 16,289 $2.3M
Caxton Associates LP 0.11% Reduce -10.4% 16,120 $2.3M
Brendel Financial Advisors LLC 1.31% New 16,099 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -7.6% 16,038 $2.3M
Cwm, LLC 0.01% Reduce -10.0% 16,040 $2.3M
Venturi Wealth Management, LLC 0.12% Reduce -6.7% 15,662 $2.2M
Eagle Asset Management Inc. 0.01% Reduce -86.1% 16,904 $2.2M
Virtus Family Office LLC 2.95% Reduce -0.9% 15,550 $2.2M
Vident Advisory, LLC 0.06% Add +15.1% 15,444 $2.2M
Trivant Custom Portfolio Group, LLC 1.27% Add +2.7% 15,319 $2.2M
Logan Capital Management Inc. 0.09% Add +67.8% 14,797 $2.1M
US Bancorp \de 0.00% Add +2.9% 14,746 $2.1M
Kestra Advisory Services, LLC 0.01% Reduce -20.7% 14,734 $2.1M
Estate Counselors, LLC 0.22% No change 14,690 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -10.3% 14,671 $2.1M
Wolverine Trading, LLC 0.05% Add +6.1% 14,693 $2.1M
Darwin Wealth Management, LLC 0.58% New 14,643 $2.1M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -11.0% 14,583 $2.1M
Roof Eidam Maycock Peralta, LLC 0.53% Add +3.6% 14,480 $2.1M
Kentucky Retirement Systems 0.06% Reduce -8.8% 14,457 $2.1M
Harvest Investment Services, LLC 0.66% Reduce -43.4% 14,310 $2.1M
Financial Advocates Investment Management 0.12% New 14,212 $2.0M
Coastline Trust Co 0.24% Add +3.7% 14,185 $2.0M
Empirical Finance, LLC 0.12% Add +0.8% 14,182 $2.0M
Argonautica Private Wealth Management, Inc. 0.65% Add +0.2% 13,749 $2.0M
Vestcor Inc 0.06% Reduce -12.4% 13,748 $2.0M
EFG Asset Management (Americas) Corp. 0.38% Reduce -3.0% 13,652 $2.0M
Jupiter Wealth Management LLC 1.00% Add +6.1% 13,602 $2.0M
Ieq Capital, LLC 0.02% Reduce -27.2% 13,602 $2.0M
Atria Investments, Inc 0.02% Reduce -13.7% 13,557 $1.9M
Mizuho Securities USA LLC 0.04% Reduce -17.0% 13,457 $1.9M
Caitlin John, LLC 1.24% Add +39.3% 15,124 $1.9M
Fuller & Thaler Asset Management, Inc. 0.01% Add +6.3% 13,390 $1.9M
Dean Capital Management 0.81% New 13,347 $1.9M
LMR Partners LLP 0.05% Add +35.1% 13,286 $1.9M
Hartford Investment Management Co. 0.06% Reduce -2.7% 13,184 $1.9M
Meridian Wealth Management, LLC 0.09% New 13,129 $1.9M
Redwood Investment Management, LLC 0.17% Add +0.9% 13,143 $1.9M
Systematic Alpha Investments, LLC 0.07% No change 13,088 $1.9M
Meiji Yasuda Life Insurance Co 0.03% No change 13,050 $1.9M
Centennial Bank 0.85% Reduce -0.9% 12,854 $1.8M
Westover Capital Advisors, LLC 0.35% Add +74.7% 12,672 $1.8M
JT Stratford LLC 0.31% Reduce -1.0% 12,448 $1.8M
Principal Securities, Inc. 0.04% Add +34.4% 12,411 $1.8M
Affinity Investment Advisors, LLC 1.22% Reduce -2.0% 12,339 $1.8M
Metis Global Partners, LLC 0.05% Add +23.1% 12,280 $1.8M
Pitcairn Co. 0.10% Add +11.7% 12,135 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -29.4% 12,134 $1.7M
Maryland State Retirement & Pension System 0.04% Reduce -26.5% 11,974 $1.7M
Rakuten Investment Management, Inc. 0.01% Add +31.5% 11,810 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -1.7% 11,700 $1.7M
Advisory Services Network, LLC 0.03% No change 15,242 $1.7M
Synovus Financial Corp. 0.02% Reduce -8.4% 11,568 $1.7M
Tyler-Stone Wealth Management 0.31% Add +115.6% 11,534 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -5.1% 11,477 $1.6M
Inlet Private Wealth, LLC 0.41% No change 11,300 $1.6M
UMB Bank, n.a. 0.03% Add +3.1% 11,180 $1.6M
XTX Topco Ltd 0.12% New 11,047 $1.6M
Private Advisor Group, LLC 0.01% Add +9.2% 10,943 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +30.7% 10,940 $1.6M
X-Square Capital, LLC 0.52% Reduce -0.2% 10,798 $1.6M
Transcend Capital Advisors, LLC 0.10% Add +1.6% 10,564 $1.5M
Unison Advisors LLC 0.18% Add +0.2% 10,499 $1.5M
Vest Financial, LLC 0.03% Add +4.6% 10,477 $1.5M
Checchi Capital Advisers, LLC 0.11% No change 10,437 $1.5M
Institute for Wealth Management, LLC. 0.19% Reduce -0.9% 10,377 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -5.5% 10,238 $1.5M
LVW Advisors, LLC 0.19% Add +29.1% 10,209 $1.5M
Huntington National Bank 0.01% Add +1.3% 10,155 $1.5M
LBP Am SA 0.02% Reduce -5.0% 10,098 $1.4M
GLOBALT Investments LLC / GA 0.05% Reduce -26.1% 10,012 $1.4M
Washington Capital Management, Inc. 1.11% No change 10,000 $1.4M
Black Swift Group, LLC 0.32% New 10,000 $1.4M
NJ State Employees Deferred Compensation Plan 0.17% No change 10,000 $1.4M
CIBC Private Wealth Group LLC 0.00% Add +9.9% 9,995 $1.4M
AXS Investments LLC 0.38% Reduce -3.7% 9,919 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +9.1% 9,895 $1.4M
BNP Paribas 0.06% New 9,914 $1.4M
AlphaQuest LLC 0.12% Reduce -43.4% 9,756 $1.4M
Morse Asset Management, Inc 0.30% Add +26.2% 9,735 $1.4M
Prospera Financial Services Inc 0.04% Add +4.8% 9,654 $1.4M
Focus Partners Wealth 0.00% Reduce -20.1% 9,562 $1.4M
New Millennium Group LLC 0.89% Add +10625.8% 9,546 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -5.7% 9,529 $1.4M
World Investment Advisors 0.04% Add +21.9% 9,515 $1.4M
SRN Advisors, LLC 1.21% Reduce -4.0% 9,481 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -10.3% 9,478 $1.4M
Aspire Private Capital, LLC 0.32% Add +1.7% 9,408 $1.4M
GeoWealth Management, LLC 0.05% Add +117.6% 9,365 $1.3M
CENTRAL TRUST Co 0.03% Add +47.2% 9,335 $1.3M
Contravisory Investment Management, Inc. 0.28% Reduce -1.4% 9,093 $1.3M
Praxis Investment Management Inc. 0.08% No change 9,050 $1.3M
Atlas Capital Advisors Inc. 0.20% No change 8,915 $1.3M
E. Ohman J:or Asset Management AB 0.03% Reduce -11.0% 8,900 $1.3M
Apollon Wealth Management, LLC 0.04% Reduce -1.1% 8,737 $1.3M
Schechter Investment Advisors, LLC 0.09% Add +1.2% 8,718 $1.3M
Public Sector Pension Investment Board 0.01% Add +10.2% 8,617 $1.2M
1900 Wealth Management LLC 0.11% No change 8,600 $1.2M
Norinchukin Bank, The 0.03% Add +14.5% 8,583 $1.2M
NEOS Investment Management LLC 0.04% Add +23.6% 8,500 $1.2M
Cetera Trust Company, N.A 0.74% Add +15249.1% 8,442 $1.2M
Smith, Moore & Co. 0.11% Add +4.0% 8,361 $1.2M
Jackson Wealth Management, LLC 0.14% New 8,355 $1.2M
First Trust Direct Indexing L.P. 0.06% Reduce -2.8% 8,340 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -1.9% 8,308 $1.2M
William B. Walkup & Associates, Inc. 0.73% No change 8,276 $1.2M
Cypress Capital Group 0.13% Reduce -1.5% 8,140 $1.2M
Independent Advisor Alliance 0.04% Add +47.4% 8,133 $1.2M
Barden Capital Management, Inc. 1.03% New 8,127 $1.2M
Midland Wealth Advisors, LLC 0.07% No change 8,121 $1.2M
Shell Asset Management Co. 0.05% — 8,057 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -67.1% 8,040 $1.2M
Ostrum Asset Management 0.10% Add +2.8% 8,024 $1.2M
Csenge Advisory Group 0.06% Reduce -1.1% 8,260 $1.1M
Castlekeep Investment Advisors LLC 0.78% Add +1.2% 7,998 $1.1M
Inspire Investing, LLC 0.12% Add +230.1% 7,908 $1.1M
MorganRosel Wealth Management, LLC 0.37% Reduce -21.2% 7,876 $1.1M
Fifth Third Bancorp 0.00% Add +9.9% 7,864 $1.1M
IFP Advisors, Inc 0.04% Reduce -18.3% 7,789 $1.1M
AlTi Global, Inc. 0.03% Reduce -2.1% 7,763 $1.1M
Private Advisory Group LLC 0.14% Reduce -11.0% 7,684 $1.1M
Alpha DNA Investment Management LLC 0.59% New 7,511 $1.1M
Landscape Capital Management, L.L.C. 0.11% New 7,481 $1.1M
HM Payson & Co. 0.02% Add +4.8% 7,457 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +23.5% 7,431 $1.1M
Carolina Wealth Advisors, LLC 0.54% Reduce -8.4% 7,430 $1.1M
Bradley Foster & Sargent Inc. 0.02% No change 7,405 $1.1M
Mission Wealth Management, LP 0.03% New 7,309 $1.0M
CSS LLC 0.19% Reduce -14.1% 7,300 $1.0M
Duncan Williams Asset Management, LLC 0.57% Add +0.7% 7,229 $1.0M
Kesler, Norman & Wride, LLC 0.20% Add +99.9% 7,208 $1.0M
Strategic Investment Advisors / MI 0.11% Reduce -2.6% 7,188 $1.0M
Gateway Investment Advisers LLC 0.01% Reduce -1.1% 7,094 $1.0M
Personal Cfo Solutions, LLC 0.14% Reduce -1.3% 7,081 $1.0M
Townsquare Capital LLC 0.01% Add +56.9% 7,078 $1.0M
Meeder Asset Management Inc. 0.07% Reduce -2.0% 7,071 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 7,035 $1.0M
Pensionfund Sabic 0.31% New 7,000 $1.0M
Outlook Wealth Advisors, LLC 0.29% Reduce -6.0% 6,964 $999K
Investment Management Corp of Ontario 0.02% Reduce -87.3% 6,951 $998K
Clarius Group, LLC 0.07% Reduce -2.9% 6,930 $994K
Mgo One Seven LLC 0.04% Reduce -1.5% 6,864 $985K
Virtus Advisers, LLC 0.46% New 6,811 $978K
River Street Advisors LLC 0.53% Reduce -0.6% 6,797 $976K
Cooper Financial Group 0.13% Add +85.7% 6,780 $973K
Fiduciary Family Office, LLC 0.32% Reduce -3.6% 6,728 $966K
Prudential PLC 0.00% Add +68.6% 6,702 $962K
Greenfield Savings Bank 0.45% Add +5.5% 6,658 $956K
Inspire Advisors, LLC 0.12% Add +199.6% 6,655 $955K
WealthTrust Asset Management, LLC 0.71% Reduce -11.1% 6,634 $952K
Plato Investment Management Ltd 0.08% Reduce -25.9% 6,633 $951K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.7% 6,577 $944K
Signaturefd, LLC 0.02% Add +6.2% 6,565 $942K
TFB Advisors LLC 0.28% Reduce -2.6% 6,556 $941K
Moloney Securities Asset Management, LLC 0.13% Reduce -2.6% 6,453 $926K
Vise Technologies, Inc. 0.12% New 6,431 $923K
Johnson Investment Counsel Inc. 0.01% Reduce -2.7% 6,403 $919K
Anchor Investment Management, LLC 0.09% Reduce -2.2% 6,374 $915K
Scientech Research LLC 0.18% Reduce -3.7% 6,360 $913K
Aprio Wealth Management, LLC 0.15% Add +0.3% 6,355 $912K
Penserra Capital Management LLC 0.02% Reduce -2.0% 6,328 $907K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -9.4% 6,144 $882K
V-Square Quantitative Management LLC 0.13% Add +18.3% 6,093 $875K
Axxcess Wealth Management, LLC 0.02% Add +100.3% 6,009 $862K
Gateway Advisory, LLC 0.14% Reduce -3.2% 6,001 $861K
Pinnacle Associates Ltd. 0.01% Reduce -24.1% 8,285 $855K
Harvest Fund Management Co., Ltd 0.05% Add +102.3% 5,941 $853K
Baader Bank Aktiengesellschaft 0.07% Add +3.7% 5,925 $841K
Moors & Cabot, Inc. 0.04% Add +5.5% 5,816 $838K
Everhart Financial Group, Inc. 0.18% Add +16.9% 5,801 $833K
CreativeOne Wealth, LLC 0.03% Add +31.4% 5,784 $830K
Cyr Financial Inc. 0.77% Reduce -8.0% 5,770 $828K
Bayview Asset Management, LLC 0.46% Reduce -42.5% 5,750 $825K
Petra Financial Advisors Inc. 0.54% Reduce -30.6% 5,694 $817K
Wbi Investments, LLC 0.20% Reduce -51.9% 5,678 $815K
Keebeck Wealth Management 0.12% Reduce -5.4% 5,630 $809K
Wedbush Securities Inc. 0.03% Reduce -35.3% 5,616 $806K
Win Advisors, Inc. 0.38% New 5,594 $803K
United Community Bank 0.31% Add +25.2% 5,589 $802K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -1.6% 5,544 $796K
Liberty Wealth Management LLC 0.13% Reduce -0.2% 5,519 $792K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 5,490 $788K
B. Metzler seel. Sohn & Co. AG 0.01% No change 5,490 $788K
Jump Financial, LLC 0.02% Reduce -16.0% 5,411 $777K
Patron Partners, LLC 0.43% No change 5,400 $775K
Central Pacific Bank - Trust Division 0.10% New 5,385 $773K
Syon Capital LLC 0.07% Add +0.2% 5,380 $772K
Aldebaran Financial Inc. 0.91% Add +99.1% 5,365 $770K
Peapack Gladstone Financial Corp. 0.01% Add +50.9% 5,336 $766K
Applied Finance Capital Management, LLC 0.03% Add +5.8% 5,268 $756K
Kathmere Capital Management, LLC 0.07% Add +31.4% 5,210 $748K
Machina Capital S.A.S. 0.29% Reduce -52.0% 5,161 $741K
Concord Asset Management, LLC 0.17% Add +6.8% 5,158 $740K
Exchange Traded Concepts, LLC 0.02% Add +145.9% 5,098 $732K
Wilmington Savings Fund Society, FSB 0.01% New 5,097 $732K
Lanark Financial, Inc. 0.06% Reduce -0.8% 5,068 $727K
Tocqueville Asset Management L.P. 0.01% Reduce -1.9% 5,061 $726K
Tower Research Capital LLC (TRC) 0.02% Reduce -54.0% 5,023 $721K
Ascent Group, LLC 0.05% Add +19.7% 5,013 $720K
Wahed Invest LLC 0.13% Add +8.8% 5,010 $719K
Concord Wealth Partners 0.12% Add +1.7% 5,002 $718K
Miura Global Management, LLC 0.82% New 5,000 $718K
Compound Planning, Inc. 0.04% Add +11.2% 4,980 $715K
Coldstream Capital Management Inc. 0.02% Add +13.7% 4,916 $697K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $693K
Knuff & Co LLC 0.21% Add +62.9% 4,747 $681K
First Hawaiian Bank 0.02% No change 4,737 $680K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -1.0% 4,726 $678K
Global Financial Private Client, LLC 0.26% Add +1.9% 4,710 $676K
Bison Wealth, LLC 0.11% Reduce -6.6% 4,668 $670K
Advisors Asset Management, Inc. 0.01% Add +29.1% 4,660 $669K
Schwartz Investment Counsel Inc. 0.02% No change 4,650 $667K
Blue Trust, Inc. 0.01% Add +26.9% 5,945 $654K
SteelPeak Wealth, LLC 0.03% Reduce -74.7% 4,538 $652K
Eschler Asset Management LLP 0.97% New 4,533 $651K
Nomura Holdings Inc. 0.00% Reduce -84.6% 4,484 $644K
Menard Financial Group LLC 0.42% Add +3.5% 4,430 $636K
Choreo, LLC 0.01% Add +3.8% 4,383 $635K
Harbor Capital Advisors, Inc. 0.03% Reduce -1.3% 4,416 $634K
Raleigh Capital Management Inc. 0.24% Add +5.2% 4,411 $633K
Meeder Advisory Services, Inc. 0.04% Add +31.3% 4,381 $629K
HighPoint Advisor Group LLC 0.04% Reduce -10.0% 4,879 $626K
Thrive Capital Management, LLC 0.29% Reduce -8.8% 4,324 $621K
Brown Brothers Harriman & Co. 0.00% Add +0.2% 4,320 $620K
Virtus Investment Advisers, LLC 0.49% Reduce -32.6% 4,261 $612K
Jones Financial Companies LLLP 0.00% Add +289.4% 4,252 $609K
Ellevest, Inc. 0.03% Add +2.7% 4,230 $607K
Private Trust Co. NA 0.06% Add +257.6% 4,223 $606K
Forum Financial Management, LP 0.01% Reduce -5.6% 4,205 $604K
Catalyst Funds Management Pty Ltd 0.13% Add +2000.0% 4,200 $603K
Family Firm, Inc. 0.13% Add +2.2% 4,168 $598K
Ballentine Partners, LLC 0.01% Reduce -8.2% 4,167 $598K
Greenleaf Trust 0.01% Reduce -0.4% 4,157 $597K
Daiichi Life Insurance Co., Ltd. 0.01% New 4,131 $593K
D'Orazio & Associates, Inc. 0.08% Add +25.8% 4,070 $584K
NorthRock Partners, LLC 0.02% Add +8.7% 4,041 $581K
Legal Advantage Investments, Inc. 0.32% Add +33.1% 4,020 $577K
Denali Advisors LLC 0.06% Add +90.0% 4,011 $576K
Profund Advisors LLC 0.02% Reduce -5.1% 4,005 $575K
Yorktown Management & Research Co Inc 0.59% No change 4,000 $574K
D. E. Shaw & Co. 0.00% Add +32.0% 3,989 $573K
Farther Finance Advisors, LLC 0.02% Add +60.1% 3,975 $571K
Fidelis Capital Partners, LLC 0.07% Add +1.0% 4,281 $570K
Patten Group, Inc. 0.13% Add +3.1% 3,924 $563K
Renasant Bank 0.37% Reduce -9.3% 3,923 $563K
Colton Groome Financial Advisors, LLC 0.21% Reduce -1.4% 3,920 $563K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,863 $554K
Integrated Wealth Concepts LLC 0.01% Reduce -61.8% 3,858 $554K
Smith Salley Wealth Management 0.04% No change 3,849 $552K
Community Bank & Trust, Waco, Texas 0.12% Add +2.7% 3,843 $552K
Dark Forest Capital Management LP 0.07% Reduce -11.6% 3,818 $548K
Park Place Capital Corp 0.16% Reduce -1.7% 3,783 $543K
Advisors Capital Management, LLC 0.01% New 3,765 $541K
Financial Counselors Inc. 0.01% Reduce -4.7% 3,739 $537K
Banque Cantonale Vaudoise 0.02% Reduce -58.7% 3,728 $535K
Tectonic Advisors LLC 0.03% Add +1.6% 3,701 $531K
Richard W. Paul & Associates, LLC 0.19% Reduce -2.3% 3,693 $530K
Algert Global LLC 0.01% Add +19.6% 3,633 $521K
Advisor Resource Council 0.24% New 3,626 $520K
Concurrent Investment Advisors, LLC 0.02% Add +7.3% 3,621 $520K
CX Institutional 0.02% Add +0.2% 3,611 $518K
Verdence Capital Advisors LLC 0.04% Add +2.8% 3,598 $516K
Lido Advisors, LLC 0.00% Reduce -95.1% 3,595 $516K
Kingsview Wealth Management, LLC 0.01% Add +3.3% 3,586 $515K
AdvisorShares Investments LLC 0.10% Reduce -13.5% 3,581 $514K
Parallel Advisors, LLC 0.01% Add +10.6% 3,569 $512K
Glen Eagle Advisors, LLC 0.09% Reduce -7.2% 3,567 $512K
Cullen/Frost Bankers, Inc. 0.01% Add +29.1% 3,567 $512K
Seven Eight Capital, LP 0.05% New 3,538 $508K
One Wealth Advisors, LLC 0.08% Reduce -3.0% 3,509 $504K
Williamson Legacy Group, LLC 0.34% New 3,507 $503K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -30.1% 3,454 $496K
Quantum Portfolio Management LLC 0.27% Add +42.3% 3,449 $495K
New Wave Wealth Advisors LLC 0.23% Add +0.4% 3,411 $490K
Heritage Oak Wealth Advisors LLC 0.23% New 3,411 $490K
Bleakley Financial Group, LLC 0.01% Add +1.5% 3,393 $487K
Perigon Wealth Management, LLC 0.01% Add +3.5% 3,385 $486K
Harbour Investments, Inc. 0.01% Add +2.0% 3,371 $484K
Horizon Advisory Services, Inc. 0.22% Reduce -2.0% 3,325 $477K
Old National Bancorp 0.01% Add +5.0% 3,319 $476K
Capital Analysts, LLC 0.02% Add +30.7% 3,310 $475K
KMG Fiduciary Partners, LLC 0.04% No change 3,304 $474K
Precision Wealth Strategies, LLC 0.44% Reduce -12.4% 3,303 $474K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -87.3% 3,298 $473K
FCG Investment Co 0.30% Reduce -41.1% 3,224 $463K
Kingswood Wealth Advisors, LLC 0.03% New 3,222 $462K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -4.9% 3,220 $462K
EHP Funds Inc. 0.32% Reduce -39.6% 3,200 $459K
McGlone Suttner Wealth Management, Inc. 0.10% Add +63.7% 3,197 $459K
Belpointe Asset Management LLC 0.03% Reduce -42.1% 3,154 $453K
Brophy Wealth Management, LLC 0.16% — 3,109 $446K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.4% 3,087 $443K
Centurion Wealth Management LLC 0.14% — 3,080 $442K
First Horizon Advisors, Inc. 0.01% Reduce -7.8% 3,077 $442K
HB Wealth Management, LLC 0.00% Add +16.0% 3,074 $441K
Planned Solutions, Inc. 0.18% No change 3,057 $439K
Ashton Thomas Private Wealth, LLC 0.02% Add +3.0% 3,054 $438K
Capital Investment Advisors, LLC 0.01% Add +0.2% 3,046 $437K
Allianz SE 0.01% New 3,040 $436K
First Eagle Investment Management, LLC 0.00% New 3,039 $436K
Colonial River Investments, LLC 0.21% New 3,019 $433K
Quantum Private Wealth, LLC 0.15% No change 3,008 $432K
Clare Market Investments LLC 0.11% New 3,000 $431K
Marex Group Ltd 0.01% No change 3,000 $431K
Florida Financial Advisors, LLC 0.22% Add +24.9% 2,987 $429K
Accurate Wealth Management, LLC 0.09% Add +21.7% 2,927 $423K
CI Investments Inc. 0.00% Reduce -2.0% 2,949 $423K
W.H. Cornerstone Investments Inc. 0.28% Reduce -16.3% 2,942 $422K
Signal Advisors Wealth, LLC 0.06% New 2,939 $422K
Argent Trust Co 0.02% Reduce -1.9% 2,930 $421K
Quent Capital, LLC 0.04% Add +1.9% 2,906 $417K
Optimum Investment Advisors 0.18% No change 2,900 $416K
OneDigital Investment Advisors LLC 0.00% Reduce -38.8% 2,891 $415K
Cynosure Group, LLC 0.06% New 2,874 $413K
Baker Avenue Asset Management, LP 0.01% New 2,874 $413K
Advus Financial Partners, LLC 0.12% Add +36.2% 2,869 $412K
Wedmont Private Capital 0.02% Add +4.2% 2,940 $410K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.0% 2,394 $407K
EP Wealth Advisors, LLC 0.00% Add +15.4% 2,829 $406K
Horizon Investments, LLC 0.01% Reduce -14.8% 2,822 $405K
AIA Group Ltd 0.01% New 2,798 $402K
Moody National Bank Trust Division 0.04% Add +6.7% 2,779 $399K
Two Sigma Securities, LLC 0.03% Reduce -77.2% 2,747 $394K
Evolution Wealth Advisors, LLC 0.07% No change 2,743 $394K
Pallas Capital Advisors LLC 0.02% Reduce -0.0% 2,891 $393K
Global Retirement Partners, LLC 0.01% Add +17.4% 2,732 $392K
Trivium Point Advisory, LLC 0.05% Add +12.5% 3,070 $391K
Rehmann Capital Advisory Group 0.03% Reduce -3.4% 2,716 $390K
Benjamin Edwards Inc. 0.01% Add +1016.9% 2,714 $390K
Kestra Private Wealth Services, LLC 0.01% Reduce -17.3% 2,710 $389K
Delta Investment Management, LLC 0.08% Add +20.7% 2,702 $388K
Burford Brothers, Inc. 0.20% No change 2,681 $385K
iA Global Asset Management Inc. 0.01% Reduce -78.0% 2,676 $384K
Moody Aldrich Partners LLC 0.07% Reduce -0.1% 2,665 $383K
Diametric Capital, LP 0.19% New 2,664 $382K
Eads & Heald Wealth Management 0.18% Reduce -3.2% 2,652 $381K
Waterloo Capital, L.P. 0.04% Add +11.5% 2,629 $377K
Trust Asset Management LLC 0.03% No change 2,627 $377K
MBB Public Markets I LLC 0.03% Reduce -83.4% 2,610 $375K
Smithfield Trust Co 0.02% Reduce -10.3% 2,596 $373K
Lebenthal Global Advisors, LLC 0.08% Add +11.4% 2,595 $372K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.7% 2,561 $368K
Strategic Wealth Partners, Ltd. 0.04% Add +9.7% 2,552 $366K
Alps Advisors Inc. 0.00% Reduce -18.8% 2,532 $363K
Fortem Financial Group, LLC 0.15% Add +0.0% 2,504 $359K
Washington Trust Bank 0.03% No change 2,500 $359K
SC&H Financial Advisors, Inc. 0.08% No change 2,480 $356K
Premier Path Wealth Partners, LLC 0.06% Add +11.7% 2,477 $355K
Merit Financial Group, LLC 0.01% Reduce -72.5% 2,476 $355K
Moore Capital Management, LP 0.01% Reduce -75.5% 2,470 $355K
Phoenix Financial Ltd. 0.01% Add +33.1% 2,438 $351K
Aspen Investment Management Inc 0.16% New 2,435 $350K
HUB Investment Partners, LLC 0.02% Add +2.2% 2,437 $350K
Fifth Third Wealth Advisors LLC 0.02% Add +5.0% 2,426 $348K
Equitable Holdings, Inc. 0.00% Add +0.6% 2,408 $346K
Cidel Asset Management Inc. 0.02% Reduce -4.7% 2,389 $343K
Hyperion Capital Advisors LP 0.16% No change 2,388 $343K
Manchester Capital Management LLC 0.04% Add +0.1% 2,387 $343K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +12.7% 2,377 $341K
Archer Investment Corp 0.09% No change 2,362 $339K
Centaurus Financial, Inc. 0.02% New 2,345 $337K
Providence Capital Advisors, LLC 0.07% Reduce -5.7% 2,326 $334K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -6.7% 2,325 $334K
Voya Financial Advisors, Inc. 0.04% Reduce -10.9% 2,309 $331K
Siemens Fonds Invest GmbH 0.03% Reduce -1.5% 2,302 $330K
American Institute for Advanced Investment Management, LLP 0.24% Add +15.9% 2,290 $329K
Smartleaf Asset Management LLC 0.04% Add +8.1% 2,281 $327K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -0.0% 2,269 $326K
1858 Wealth Management, LLC 0.26% Reduce -16.6% 2,237 $321K
Intrust Bank NA 0.03% New 2,237 $321K
Certuity, LLC 0.03% Reduce -2.0% 2,229 $320K
Flagship Harbor Advisors, LLC 0.02% Add +7.8% 2,219 $318K
Riverwater Partners LLC 0.16% Reduce -1.1% 2,201 $315K
FDx Advisors, Inc. 0.09% Reduce -22.4% 2,171 $312K
Colonial Trust Co / SC 0.05% Add +1.5% 2,171 $312K
Fiduciary Trust Co 0.00% Reduce -0.2% 2,170 $311K
Independent Financial Group, LLC 0.01% New 2,168 $311K
Conning Inc. 0.01% Reduce -0.2% 2,162 $310K
Integrated Investment Consultants, LLC 0.07% Reduce -0.2% 2,152 $309K
Avestar Capital, LLC 0.03% New 2,151 $309K
Wealthcare Advisory Partners LLC 0.01% New 2,149 $308K
Cigna Investments Inc. 0.05% Reduce -5.4% 2,145 $308K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.2% 2,140 $307K
Madison Asset Management, LLC 0.00% No change 2,140 $307K
Candriam S.C.A. 0.00% New 2,124 $305K
AMG National Trust Bank 0.01% No change 2,121 $304K
Ameritas Investment Partners, Inc. 0.01% Reduce -8.9% 2,102 $302K
Kennedy Capital Management LLC 0.01% No change 2,099 $301K
Kolinsky Wealth Management, LLC 0.19% Reduce -5.1% 2,077 $298K
Sienna Gestion 0.02% No change 2,082 $298K
Omnia Family Wealth, LLC 0.13% Reduce -1.0% 2,073 $298K
Baron Wealth Management LLC 0.14% New 2,069 $297K
Dynamic Advisor Solutions LLC 0.01% New 2,041 $293K
Juncture Wealth Strategies, LLC 0.11% No change 2,019 $290K
Aaron Wealth Advisors LLC 0.03% Add +1.1% 2,006 $288K
Nilsine Partners, LLC 0.04% Add +0.5% 1,999 $287K
New Century Financial Group, LLC 0.10% Add +1.4% 1,995 $286K
Lake Street Advisors Group, LLC 0.01% Add +2.4% 1,981 $285K
Clark Financial Services Group Inc. 0.26% Add +2.3% 1,980 $284K
Opal Wealth Advisors, LLC 0.09% Add +12.9% 1,976 $284K
Peterson Wealth Services 0.09% New 1,964 $282K
Marcum Wealth, LLC 0.03% Reduce -8.1% 1,961 $281K
DGS Capital Management, LLC 0.08% Reduce -1.4% 1,951 $280K
U.S. Capital Wealth Advisors, LLC 0.01% New 1,934 $278K
Norden Group LLC 0.03% New 1,930 $277K
Pinnacle Wealth Management Group, Inc. 0.17% No change 1,900 $273K
nVerses Capital, LLC 0.12% New 1,900 $273K
NDVR, Inc. 0.27% Reduce -0.2% 1,872 $268K
Nwam LLC 0.02% Reduce -11.1% 1,864 $268K
GAMMA Investing LLC 0.03% Add +17.0% 1,861 $267K
Brookstone Capital Management 0.00% New 1,860 $267K
Pathway Financial Advisors LLC 0.07% No change 1,860 $267K
TD Private Client Wealth LLC 0.01% Reduce -0.8% 1,859 $267K
Sheaff Brock Investment Advisors, LLC 0.02% New 1,850 $266K
Concourse Financial Group Securities, Inc. 0.02% Add +2.2% 1,842 $265K
CoreCap Advisors, LLC 0.01% New 1,832 $263K
Red Door Wealth Management, LLC 0.04% New 1,816 $261K
Kowal Investment Group, LLC 0.05% New 1,807 $259K
Sigma Planning Corp 0.01% New 1,802 $259K
Catalina Capital Group, LLC 0.09% New 1,791 $257K
MassMutual Private Wealth & Trust, FSB 0.01% Add +29.2% 1,784 $256K
Kestra Investment Management, LLC 0.01% New 1,782 $256K
Ascentis Independent Advisors 0.04% New 1,766 $253K
Hancock Whitney Corp. 0.01% New 1,760 $253K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -19.1% 1,755 $252K
Summit Global Investments 0.02% New 1,751 $251K
Roman Butler Fullerton & Co. 0.08% New 1,727 $250K
Gryphon Financial Partners LLC 0.03% New 1,733 $249K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -42.3% 1,727 $248K
Sugarloaf Wealth Management, LLC 0.04% Add +9.5% 1,725 $248K
Quadrant Capital Group LLC 0.02% Reduce -2.7% 1,720 $247K
IHT Wealth Management, LLC 0.01% New 1,717 $247K
Evergreen Capital Management LLC 0.01% New 1,705 $245K
South Street Advisors LLC 0.04% New 1,700 $244K
Claret Asset Management Corp 0.04% New 1,702 $244K
Measured Wealth Private Client Group, LLC 0.08% New 1,697 $244K
CHICAGO TRUST Co NA 0.04% Reduce -7.7% 1,692 $243K
BBR Partners, LLC 0.02% New 1,688 $242K
Bristlecone Advisors, LLC 0.02% New 1,680 $241K
Brown Capital Management LLC 0.01% New 1,674 $240K
AlphaCentric Advisors LLC 0.18% Reduce -3.6% 1,670 $240K
Modern Wealth Management, LLC 0.01% New 1,668 $239K
SpiderRock Advisors, LLC 0.01% Reduce -37.6% 1,656 $238K
Mather Group, Llc. 0.00% Add +7.4% 1,656 $238K
Second Line Capital, LLC 0.06% New 1,633 $235K
Pine Valley Investments Ltd Liability Co 0.02% New 1,628 $234K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.09% Add +47.5% 1,625 $233K
Quantum Financial Advisors, LLC 0.04% New 1,616 $232K
Leavell Investment Management, Inc. 0.01% New 1,609 $231K
Balboa Wealth Partners 0.06% New 1,580 $227K
Sound Income Strategies, LLC 0.01% New 1,577 $226K
Vicus Capital 0.02% Reduce -13.5% 1,577 $226K
Guardian Wealth Advisors, LLC / NC 0.02% New 1,573 $226K
Fielder Capital Group LLC 0.07% New 1,566 $225K
Paragon Capital Management Ltd 0.04% New 1,560 $224K
Engineers Gate Manager LP 0.00% Reduce -94.7% 1,556 $223K
Ironwood Investment Counsel, LLC 0.04% Reduce -17.0% 1,556 $223K
Blackhawk Capital Partners, LLC 0.12% New 1,553 $223K
Fisher Asset Management 0.00% Reduce -25.3% 1,550 $223K
Bokf, NA 0.00% No change 1,553 $222K
Hemington Wealth Management 0.06% New 1,706 $220K
Summit Financial, LLC 0.01% New 1,525 $219K
Union Investments & Development Ltd. 1.28% No change 1,500 $215K
Accredited Investors Inc. 0.01% New 1,500 $215K
First Western Trust Bank 0.01% New 1,489 $214K
RFG Advisory, LLC 0.01% Reduce -46.7% 1,476 $212K
Foundry Partners, LLC 0.01% New 1,475 $212K
Merriman Wealth Management, LLC 0.01% New 1,468 $211K
MAI Capital Management 0.00% Reduce -91.1% 1,465 $210K
Five Oceans Advisors 0.10% Reduce -29.3% 1,464 $210K
Clear Creek Financial Management, LLC 0.02% New 1,455 $209K
Frank, Rimerman Advisors LLC 0.01% New 1,454 $209K
Carson Advisory Inc. 0.13% New 1,450 $208K
LifeSteps Financial, Inc. 0.16% New 1,447 $208K
Prime Capital Investment Advisors, LLC 0.00% Reduce -85.8% 1,443 $207K
Cable Hill Partners, LLC 0.02% New 1,440 $207K
Advisor OS, LLC 0.02% New 1,442 $207K
Ignite Planners, LLC 0.05% New 1,436 $206K
Beacon Financial Group 0.02% New 1,436 $206K
Sharp Wealth Advisory, LLC 0.16% New 1,430 $205K
Leonteq Securities AG 0.02% Add +74.7% 1,420 $204K
King Luther Capital Management Corp. 0.00% New 1,418 $204K
StoneX Group Inc. 0.01% New 1,408 $202K
WBH Advisory Inc. 0.02% New 1,405 $202K
C M Bidwell & Associates Ltd. 0.12% No change 1,401 $201K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% New 1,345 $193K
Allworth Financial LP 0.00% Reduce -9.6% 1,335 $192K
Group One Trading LLC 0.01% Reduce -59.3% 1,284 $184K
Coppell Advisory Solutions LLC 0.02% Add +9.0% 1,155 $165K
Johnson Financial Group, Inc. 0.01% New 1,114 $160K
Hexagon Capital Partners LLC 0.03% Reduce -10.2% 1,076 $154K
Sentry Investment Management LLC 0.06% No change 1,047 $150K
Brooklyn Investment Group 0.05% New 1,031 $148K
Covestor Ltd 0.09% Add +186.0% 981 $141K
Hollencrest Capital Management 0.01% Add +1490.0% 954 $137K
Ossiam 0.00% Reduce -16.4% 954 $137K
Clearstead Advisors, LLC 0.00% Reduce -30.5% 933 $134K
Baldwin Wealth Partners LLC 0.01% New 923 $133K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +672.4% 896 $129K
Bay Harbor Wealth Management, LLC 0.04% Reduce -3.2% 873 $125K
Avior Wealth Management, LLC 0.00% Reduce -0.9% 843 $121K
Adirondack Trust Co. 0.05% No change 815 $117K
Salomon & Ludwin, LLC 0.01% No change 800 $115K
Bartlett & Co. Wealth Management LLC 0.00% No change 782 $112K
General Partner, Inc. 0.06% No change 718 $103K
Strengthening Families & Communities, LLC 0.02% Add +0.1% 651 $93K
Rothschild Investment LLC 0.01% Add +113.8% 605 $87K
CVA Family Office, LLC 0.01% Add +1.6% 584 $84K
Cromwell Holdings LLC 0.05% Add +17.2% 565 $81K
ORG Partners LLC 0.01% Reduce -3.4% 539 $77K
State of Wyoming 0.01% Add +10240.0% 517 $74K
AllSquare Wealth Management LLC 0.04% Reduce -14.8% 516 $74K
Lindbrook Capital, LLC 0.01% Add +5.2% 510 $73K
AM Squared Ltd 0.16% New 500 $72K
Riggs Asset Managment Co. Inc. 0.02% Add +7042.9% 500 $72K
Plante Moran Financial Advisors, LLC 0.01% No change 500 $72K
PrairieView Partners, LLC 0.01% New 500 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -55.2% 487 $70K
Princeton Global Asset Management LLC 0.01% New 481 $69K
Capital Advisors, Ltd. LLC 0.01% Add +1.7% 482 $69K
FinTrust Capital Advisors, LLC 0.01% Reduce -2.5% 472 $68K
Capstone Investment Advisors, LLC 0.00% Reduce -92.9% 469 $67K
Grove Bank & Trust 0.01% Add +18.4% 463 $66K
Spire Wealth Management 0.00% Add +231.9% 458 $66K
MV Capital Management, Inc. 0.01% Reduce -5.0% 457 $66K
Evermay Wealth Management LLC 0.01% Reduce -1.1% 450 $65K
Cornerstone Planning Group LLC 0.02% Add +1.4% 495 $64K
Arlington Trust Co LLC 0.01% No change 440 $63K
St Germain D J Co. Inc. 0.00% No change 440 $63K
Continuum Advisory, LLC 0.01% Add +51.4% 480 $62K
Deseret Mutual Benefit Administrators 0.03% Reduce -2.1% 428 $61K
Financial Perspectives, Inc 0.02% No change 410 $59K
Richardson Financial Services Inc. 0.04% No change 533 $59K
Ancora Advisors LLC 0.00% Add +0.5% 402 $58K
Hantz Financial Services, Inc. 0.00% No change 396 $57K
Security National Bank 0.01% No change 390 $56K
Financial Management Professionals, Inc. 0.01% No change 382 $55K
Versant Capital Management, Inc 0.01% Add +3.0% 376 $54K
Parkside Financial Bank & Trust 0.01% Add +2.2% 375 $54K
Creative Financial Designs Inc. 0.00% Add +12.7% 374 $54K
International Assets Investment Management, LLC 0.00% New 20,228 $53K
DT Investment Partners, LLC 0.00% No change 334 $48K
Castleview Partners, LLC 0.03% Reduce -42.7% 314 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +1059.3% 313 $45K
Alta Advisers Ltd 0.02% New 300 $43K
JNBA Financial Advisors 0.00% New 300 $43K
WealthCollab, LLC 0.03% No change 292 $42K
Salem Investment Counselors Inc. 0.00% No change 285 $41K
Whittier Trust Co. 0.00% No change 280 $40K
TD Waterhouse Canada Inc. 0.00% Add +398.0% 244 $36K
EverSource Wealth Advisors, LLC 0.00% Add +21.3% 245 $35K
WR Wealth Planners, LLC 0.01% Add +3.9% 241 $35K
LRI Investments, LLC 0.00% Add +27.9% 266 $34K
Byrne Asset Management LLC 0.02% Reduce -18.5% 238 $34K
Bell Investment Advisors, Inc 0.01% No change 234 $34K
CNB Bank 0.01% Reduce -3.1% 220 $32K
JFS Wealth Advisors, LLC 0.00% Reduce -17.5% 212 $30K
Community Bank, N.A. 0.00% No change 210 $30K
Transcendent Capital Group LLC 0.01% New 200 $29K
Fortitude Family Office, LLC 0.01% Add +115.1% 185 $27K
Frazier Financial Advisors, LLC 0.02% Reduce -60.0% 169 $24K
Armstrong Advisory Group, Inc. 0.00% Reduce -29.0% 169 $24K
Ashton Thomas Securities, LLC 0.00% New 155 $22K
Valued Wealth Advisors LLC 0.01% Add +2.7% 151 $22K
Westside Investment Management, Inc. 0.00% No change 150 $22K
AdvisorNet Financial, Inc 0.00% No change 148 $21K
HHM Wealth Advisors, LLC 0.00% New 140 $20K
Farmers & Merchants Investments Inc. 0.00% No change 140 $20K
Arax Advisory Partners 0.00% New 135 $19K
Hobbs Group Advisors, LLC 0.01% New 131 $19K
Dunhill Financial, LLC 0.01% Add +22.1% 127 $18K
PFG Private Wealth Management, LLC 0.01% No change 126 $18K
Rise Advisors, LLC 0.01% No change 125 $18K
Activest Wealth Management 0.01% New 122 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 120 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $16K
Nemes Rush Group LLC 0.00% No change 134 $16K
REAP Financial Group, LLC 0.00% Reduce -0.9% 112 $16K
Proffitt & Goodson Inc. 0.00% Reduce -52.8% 101 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $14K
Addison Advisors LLC 0.00% Add +117.4% 100 $14K
Laurel Wealth Advisors LLC 0.00% No change 100 $14K
Jaffetilchin Investment Partners, LLC 0.00% New 100 $14K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 98 $14K
GW&K Investment Management, LLC 0.00% Reduce -13.9% 99 $14K
Carolinas Wealth Consulting LLC 0.00% Reduce -16.4% 97 $14K
Talon Private Wealth, LLC 0.00% — 97 $14K
Aspect Partners, LLC 0.01% No change 87 $12K
West Oak Capital, LLC 0.01% Reduce -32.0% 85 $12K
Earned Wealth Advisors, LLC 0.00% New 84 $12K
Private Wealth Management Group, LLC 0.00% No change 83 $12K
Avion Wealth 0.00% No change 71 $10K
Eagle Bay Advisors LLC 0.00% Reduce -10.4% 69 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $10K
Oakworth Capital, Inc. 0.00% Add +23.1% 64 $9K
Reston Wealth Management LLC 0.00% New 59 $8K
RE Dickinson Investment Advisors, LLC 0.00% New 57 $8K
Global Wealth Strategies & Associates 0.00% No change 57 $8K
IAG Wealth Partners, LLC 0.00% No change 56 $8K
Red Tortoise LLC 0.00% No change 54 $8K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.9% 53 $8K
West Paces Advisors Inc. 0.00% No change 53 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 55 $7K
SJS Investment Consulting Inc. 0.00% Reduce -14.8% 52 $7K
Harbor Investment Advisory, LLC 0.00% Reduce -3.7% 52 $7K
Pinnacle Bancorp, Inc. 0.00% No change 50 $7K
Bruce G. Allen Investments, LLC 0.01% No change 48 $7K
Prestige Wealth Management Group LLC 0.00% No change 44 $6K
Kozak & Associates, Inc. 0.00% No change 40 $6K
Pittenger & Anderson Inc. 0.00% New 38 $5K
MCF Advisors LLC 0.00% No change 36 $5K
Pacific Center for Financial Services 0.00% Reduce -85.7% 34 $5K
Cape Investment Advisory, Inc. 0.00% No change 32 $5K
Heritage Wealth Advisors 0.00% New 32 $5K
Pineridge Advisors LLC 0.00% Reduce -13.9% 31 $4K
Trifecta Capital Advisors, LLC 0.00% No change 31 $4K
Rakuten Securities, Inc. 0.00% Add +93.3% 29 $4K
Itau Unibanco Holding S.A. 0.00% New 29 $4K
Beacon Capital Management, LLC 0.00% No change 28 $4K
Sunbelt Securities, Inc. 0.00% New 27 $4K
Asset Dedication, LLC 0.00% Add +420.0% 26 $4K
GHP Investment Advisors, Inc. 0.00% No change 22 $3K
Sachetta, LLC 0.00% No change 19 $3K
TFC Financial Management, Inc. 0.00% Add +13.3% 17 $2K
True Wealth Design, LLC 0.00% Reduce -15.8% 16 $2K
North Star Investment Management Corp. 0.00% No change 16 $2K
Zions Bancorporation, N.A. 0.00% Reduce -72.3% 13 $2K
Raffa Wealth Management, LLC 0.00% No change 11 $2K
Legacy Investment Solutions, LLC 0.00% — 12 $2K
Legacy Wealth Managment, LLC 0.00% — 12 $2K
Claris Advisors, LLC / Mo / 0.00% New 10 $1K
Highline Wealth Partners LLC 0.00% New 10 $1K
Nvwm, LLC 0.00% No change 10 $1K
Trust Co. of Vermont 0.00% Add +12.5% 9 $1K
JDM Financial Group LLC 0.00% New 7 $1K
Tradewinds Capital Management, LLC 0.00% No change 7 $1K
Country Trust Bank 0.00% No change 7 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.4% 8 $1K
Abound Wealth Management 0.00% No change 6 $862
Flaharty Asset Management, LLC 0.00% New 5 $718
Chesapeake Asset Management LLC 0.00% New 5 $717
Groupama Asset Managment 0.00% New 4,923 $553
Ruedi Wealth Management, Inc. 0.00% Reduce -50.0% 3 $431
Fairfield Financial Advisors, LTD 0.00% No change 2 $276
Mendota Financial Group, LLC 0.00% New 1 $144
WestEnd Advisors, LLC 0.00% No change 1 $144

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