PultegroupPHM
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $286.9M |
| Exits | 84 | $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.