PultegroupPHM

13F holders, Q4 2024 (December 31)
984holders −22
70new positions
132sold out
8famous investors
$108.93avg. 13F price*

At the end of Q4 2024, 984 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, down 22 from Q3 2024. 70 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.4B) and Franklin Resources Inc. ($1.3B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions70$308.6M
Exits132$364.2M

All 13F filers, Q3 2024 → Q4 2024: 13,397,671 shares bought and 15,554,828 shares sold, net −2,157,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 984 holders

Vanguard Group Inc. 0.04% Reduce -0.8% 23,691,583 $2.6B
BlackRock, Inc. 0.05% Add +0.9% 22,304,952 $2.4B
Franklin Resources Inc. 0.37% Add +6.1% 11,937,866 $1.3B
State Street Corp. 0.05% Add +1.9% 10,737,235 $1.2B
FMR LLC 0.05% Reduce -20.5% 7,185,802 $782.5M
Greenhaven Associates Inc. 9.00% Reduce -0.2% 5,584,228 $608.1M
Geode Capital Management, LLC 0.04% Add +1.3% 5,120,878 $556.5M
Dimensional Fund Advisors LP 0.11% Reduce -4.3% 4,099,377 $446.4M
Norges Bank 0.06% Add +5.6% 3,926,185 $427.6M
Morgan Stanley 0.02% Add +4.9% 3,157,974 $343.9M
LSV Asset Management 0.76% Reduce -6.9% 3,029,572 $329.9M
Invesco Ltd. 0.06% Reduce -25.9% 2,857,387 $311.2M
JPMorgan Chase & Co. 0.02% Add +54.6% 2,543,840 $277.0M
Northern Trust Corp. 0.04% Add +14.9% 2,425,941 $264.2M
Ameriprise Financial Inc. 0.06% Reduce -19.0% 2,298,105 $250.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +9.1% 2,033,776 $221.5M
Deutsche Bank AG 0.08% Add +14.3% 1,859,029 $202.4M
Amundi 0.06% Add +77.9% 1,636,562 $180.8M
Goldman Sachs Group Inc. 0.03% Reduce -23.2% 1,648,417 $179.5M
Legal & General Group Plc 0.04% Reduce -0.4% 1,534,006 $167.1M
Bank of New York Mellon Corp 0.03% Reduce -0.4% 1,517,570 $165.3M
Bank of America Corp. 0.02% Reduce -18.6% 1,510,098 $164.4M
Nuveen Asset Management, LLC 0.05% Reduce -3.1% 1,474,212 $160.5M
AQR Capital Management 0.20% Add +9.6% 1,459,297 $158.9M
Nordea Investment Management AB 0.16% Add +10.0% 1,424,119 $155.9M
HSBC Holdings PLC 0.09% Add +14.1% 1,376,331 $149.9M
Charles Schwab Investment Management Inc. 0.03% Add +1.5% 1,351,491 $147.2M
T. Rowe Price Associates Inc. 0.02% Add +15.8% 1,303,715 $142.0M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -19.4% 1,256,330 $136.8M
Caisse de depot et placement du Quebec 0.28% Add +10.6% 1,238,096 $134.8M
Citadel Advisors 0.12% New 1,195,561 $130.2M
Victory Capital Management Inc. 0.12% Add +8.5% 1,112,782 $121.2M
First Trust Advisors LP 0.10% Add +45.5% 1,065,190 $116.0M
UBS Group AG 0.03% Add +20.2% 1,042,526 $113.5M
Captrust Financial Advisors 0.31% Add +4.1% 996,970 $108.6M
Man Group plc 0.34% Add +136.8% 988,963 $107.7M
Bridgewater Associates 0.39% Add +118.8% 783,581 $85.3M
Qube Research & Technologies Ltd 0.14% Add +768.7% 774,847 $84.4M
Clark Capital Management Group, Inc. 0.58% Add +0.4% 766,261 $83.4M
Squarepoint Ops LLC 0.21% Add +122.1% 745,553 $81.2M
Wells Fargo & Company 0.02% Reduce -29.5% 721,746 $78.6M
Allianz Asset Management GmbH 0.11% Reduce -30.1% 709,341 $77.2M
Allspring Global Investments Holdings, LLC 0.12% Reduce -20.5% 684,625 $73.8M
Millennium Management 0.06% Add +171.8% 636,858 $69.4M
Citigroup Inc. 0.07% Reduce -2.7% 635,905 $69.3M
Russell Investments Group, Ltd. 0.09% Reduce -5.1% 624,015 $68.0M
Assetmark, Inc. 0.18% Add +1.6% 615,447 $67.0M
Barclays PLC 0.03% Add +27.8% 612,320 $66.7M
Robeco Institutional Asset Management B.V. 0.12% Reduce -15.5% 600,507 $65.4M
Swiss National Bank 0.04% Reduce -6.1% 586,300 $63.8M
Pictet Asset Management Holding SA 0.07% Add +0.2% 574,023 $62.5M
Swedbank AB 0.08% Reduce -1.8% 564,197 $61.4M
Raymond James Financial Inc. 0.02% — 555,274 $60.5M
Alliancebernstein L.P. 0.02% Reduce -48.4% 552,944 $60.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.9% 531,426 $57.9M
Homestead Advisers Corp 1.20% Add +4.0% 455,800 $49.6M
BNP Paribas Financial Markets 0.04% Add +50.8% 447,692 $48.8M
Royal Bank of Canada 0.01% Reduce -4.2% 447,213 $48.7M
Lord, Abbett & Co. LLC 0.16% Add +17.2% 441,466 $48.1M
Voloridge Investment Management, LLC 0.17% New 432,808 $47.1M
National Pension Service 0.04% Reduce -8.5% 400,259 $43.6M
QRG Capital Management, Inc. 0.44% Reduce -4.3% 395,079 $43.0M
Rhumbline Advisers 0.04% Reduce -1.6% 392,565 $42.8M
LPL Financial LLC 0.02% Add +11.2% 390,579 $42.5M
Brandywine Global Investment Management, LLC 0.29% Add +14.7% 370,296 $40.3M
California Public Employees Retirement System 0.03% Reduce -7.7% 370,030 $40.3M
Mackenzie Financial Corp. 0.05% Reduce -28.2% 356,937 $38.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -34.1% 343,839 $37.4M
CANADA LIFE ASSURANCE Co 0.06% Reduce -4.9% 342,971 $37.3M
O'shaughnessy Asset Management, LLC 0.32% Add +0.5% 341,509 $37.2M
Jane Street Group, LLC 0.06% Add +47.8% 338,052 $36.8M
AustralianSuper Pty Ltd 0.17% Reduce -3.8% 325,573 $35.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +2.9% 316,252 $34.8M
Teacher Retirement System of Texas 0.12% Add +32.2% 316,811 $34.5M
Envestnet Asset Management Inc. 0.01% Reduce -13.2% 312,997 $34.1M
California State Teachers Retirement System 0.04% Reduce -12.6% 295,692 $32.2M
Mercer Global Advisors Inc. 0.08% Reduce -8.8% 292,558 $31.9M
American Century Companies Inc. 0.02% Reduce -11.0% 291,109 $31.7M
Aware Super Pty Ltd as trustee of Aware Super 0.49% — 284,892 $31.0M
GMO 0.10% Add +68.5% 279,792 $30.5M
Principal Financial Group Inc. 0.02% Reduce -16.3% 277,957 $30.3M
Twinbeech Capital LP 0.52% New 277,741 $30.2M
Janney Montgomery Scott LLC 0.08% Reduce -12.2% 265,962 $29.0M
Danske Bank A/S 0.09% Reduce -32.8% 265,335 $28.9M
New York State Teachers Retirement System 0.06% Reduce -0.7% 256,622 $27.9M
Los Angeles Capital Management LLC 0.11% Reduce -72.4% 252,470 $27.5M
Storebrand Asset Management As 0.08% Reduce -9.1% 251,741 $27.4M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -5.2% 250,626 $27.3M
Andra AP-fonden 0.44% Add +15.2% 250,000 $27.2M
Moran Wealth Management, LLC 0.86% Reduce -2.7% 248,180 $27.0M
Edmond DE Rothschild Holding S.A. 0.46% Add +23.4% 246,719 $26.9M
Winslow Asset Management Inc. 5.29% Reduce -6.4% 243,836 $26.6M
Bank of Montreal 0.01% Reduce -19.3% 243,415 $26.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -4.6% 240,945 $26.2M
Schroder Investment Management Group 0.02% Reduce -18.4% 236,010 $25.7M
Regions Financial Corp. 0.19% Add +0.2% 232,893 $25.4M
Sei Investments Co. 0.03% Reduce -23.9% 228,958 $24.9M
Tidal Investments LLC 0.20% Add +28.8% 223,715 $24.4M
Retirement Systems of Alabama 0.09% Reduce -0.4% 220,780 $24.0M
Zacks Investment Management 0.22% Reduce -17.9% 215,356 $23.5M
Marshall Wace, LLP 0.03% Reduce -37.0% 212,568 $23.1M
Macquarie Group Ltd. 0.03% Reduce -5.8% 219,498 $23.0M
Woodline Partners LP 0.15% Add +261.3% 199,519 $21.7M
Credit Agricole S A 0.07% Add +91.6% 197,587 $21.5M
Dana Investment Advisors, Inc. 0.68% Add +1.7% 189,312 $20.6M
Korea Investment CORP 0.05% Reduce -24.0% 183,751 $20.0M
Prana Capital Management, LP 0.93% Add +295.6% 179,685 $19.6M
J. Safra Sarasin Holding AG 0.33% Reduce -17.6% 178,945 $19.5M
AEGON ASSET MANAGEMENT UK Plc 0.25% Reduce -3.7% 171,955 $18.7M
Distillate Capital Partners LLC 0.90% Reduce -35.2% 168,135 $18.3M
Jackson Hill Advisors, LLC 8.80% Add +59.2% 160,000 $17.4M
Rafferty Asset Management, LLC 0.06% Add +42.5% 159,244 $17.3M
Canada Pension Plan Investment Board 0.02% Reduce -10.5% 157,181 $17.1M
ING Groep NV 0.11% Add +460.3% 155,493 $16.9M
KBC Group NV 0.05% Reduce -64.5% 154,659 $16.8M
Berkshire Asset Management LLC 0.80% Reduce -3.7% 145,529 $16.8M
KLP Kapitalforvaltning As 0.08% — 151,164 $16.5M
Natixis Advisors, LLC 0.03% Reduce -10.1% 149,563 $16.3M
Bank of Nova Scotia 0.03% Add +458.4% 149,056 $16.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 148,967 $16.2M
Railway Pension Investments Ltd 0.21% No change 143,739 $15.7M
Eastern Bank 0.29% Add +4.6% 142,740 $15.5M
Prudential Financial Inc. 0.02% Reduce -11.0% 142,473 $15.5M
Engineers Gate Manager LP 0.27% Add +9028.0% 142,032 $15.5M
State of Wisconsin Investment Board 0.04% Reduce -16.9% 138,367 $15.1M
Rockefeller Capital Management L.P. 0.04% Add +227.1% 138,340 $15.1M
Empowered Funds, LLC 0.22% Reduce -18.8% 137,888 $15.0M
Basswood Capital Management, L.L.C. 0.86% No change 135,730 $14.8M
SG Americas Securities, LLC 0.06% Reduce -2.3% 131,239 $14.3M
Aviva PLC 0.04% Add +44.6% 129,725 $14.1M
Loomis Sayles & Co. L P 0.02% Reduce -16.3% 127,144 $13.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 127,048 $13.8M
FIL Ltd 0.01% Reduce -57.9% 126,541 $13.8M
Systematic Financial Management LP 0.35% Reduce -3.3% 126,009 $13.7M
NorthCrest Asset Manangement, LLC 0.41% Add +1.3% 125,174 $13.6M
Treasurer of the State of North Carolina 0.05% Add +0.7% 124,798 $13.6M
Aptus Capital Advisors, LLC 0.16% Add +12.4% 124,780 $13.6M
Clough Capital Partners L P 1.53% Reduce -33.0% 122,969 $13.4M
TD Asset Management Inc 0.01% Reduce -32.5% 122,196 $13.3M
New York State Common Retirement Fund 0.02% Reduce -4.8% 120,223 $13.1M
Cambria Investment Management, L.P. 0.79% Add +3.1% 119,760 $13.0M
Panagora Asset Management Inc. 0.06% Reduce -2.6% 119,585 $13.0M
Achmea Investment Management B.V. 0.21% Reduce -31.4% 119,237 $13.0M
PGGM Investments 0.17% No change 116,445 $12.7M
Sanctuary Advisors, LLC 0.08% Reduce -12.0% 106,762 $12.7M
National Bank of Canada 0.02% Reduce -13.8% 115,585 $12.6M
Truist Financial Corp. 0.02% Add +26.0% 115,573 $12.6M
Susquehanna International Group, LLP 0.02% Reduce -49.5% 114,687 $12.5M
Corient Private Wealth LP 0.02% Reduce -19.4% 114,124 $12.4M
Generate Investment Management Ltd 0.86% Add +13.2% 113,497 $12.4M
Vontobel Holding Ltd. 0.04% Reduce -2.2% 112,792 $12.3M
Oddo BHF Asset Management Sas 0.62% Add +443.2% 112,499 $12.3M
Parallax Volatility Advisers, L.P. 0.31% Add +195.7% 112,224 $12.2M
Toronto Dominion Bank 0.02% Add +48.1% 110,044 $12.0M
APG Asset Management N.V. 0.03% New 113,600 $11.9M
Royal London Asset Management Ltd. 0.03% Add +12.5% 108,643 $11.8M
Patten & Patten Inc. 0.78% Reduce -0.5% 108,639 $11.8M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.0% 107,907 $11.8M
State of Tennessee, Department of Treasury 0.04% Reduce -12.5% 104,521 $11.4M
Leuthold Group, LLC 1.36% Reduce -3.5% 103,639 $11.3M
Osaic Holdings, Inc. 0.03% Add +4.2% 114,637 $11.3M
Verition Fund Management LLC 0.06% Add +102.1% 102,913 $11.2M
Quantbot Technologies LP 0.41% New 102,058 $11.1M
DekaBank Deutsche Girozentrale 0.02% No change 103,334 $11.1M
Ensign Peak Advisors, Inc 0.02% Add +4.1% 101,163 $11.0M
AE Wealth Management LLC 0.09% Add +6.0% 100,917 $11.0M
Capital Fund Management S.A. 0.11% Reduce -20.8% 99,170 $10.8M
Shelton Capital Management 0.27% Add +5.5% 98,394 $10.7M
Muhlenkamp & Co. Inc. 3.24% Add +0.3% 98,071 $10.7M
Cetera Investment Advisers 0.02% Reduce -4.1% 98,026 $10.7M
Burney Co./ 0.38% Reduce -37.0% 97,717 $10.6M
Nisa Investment Advisors, LLC 0.04% Reduce -19.8% 96,064 $10.5M
Nomura Asset Management Co. Ltd. 0.03% Add +0.4% 95,439 $10.4M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -31.4% 92,850 $10.1M
Globeflex Capital L P 0.85% No change 91,706 $10.0M
Asset Management One Co., Ltd. 0.03% Reduce -0.7% 89,239 $9.8M
Wealthfront Advisers LLC 0.03% Add +2.6% 89,683 $9.8M
Neuberger Berman Group LLC 0.01% Reduce -13.4% 87,698 $9.6M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -35.1% 87,216 $9.5M
Public Employees Retirement System of Ohio 0.03% Reduce -13.0% 86,537 $9.4M
Handelsbanken Fonder AB 0.04% Reduce -9.6% 85,021 $9.3M
Elk River Wealth Management LLC 1.67% Reduce -0.4% 84,349 $9.2M
Royce & Associates LP 0.09% Reduce -0.3% 84,514 $9.2M
Mn Services Vermogensbeheer B.V. 0.06% Add +1.7% 84,100 $9.2M
State of Michigan Retirement System 0.05% Add +0.1% 81,269 $8.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.46% No change 78,952 $8.6M
Illinois Municipal Retirement Fund 0.12% Add +3.1% 78,378 $8.5M
Patton Albertson Miller Group, LLC 1.11% Add +2.2% 76,471 $8.3M
Ritholtz Wealth Management 0.24% Add +29.4% 73,807 $8.0M
Crestline Management, L.P. 0.28% New 73,469 $8.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Add +4.8% 72,064 $7.8M
Foster & Motley Inc. 0.51% Add +0.4% 71,552 $7.8M
Comerica Bank 0.03% Reduce -41.1% 71,286 $7.8M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.5% 70,960 $7.7M
Resona Asset Management Co.,Ltd. 0.05% Reduce -3.3% 70,119 $7.6M
STRS Ohio 0.03% Add +5.2% 69,136 $7.5M
Intech Investment Management LLC 0.07% Reduce -74.7% 68,057 $7.4M
Quantinno Capital Management LP 0.07% Add +14.2% 66,355 $7.2M
Bogart Wealth, LLC 0.33% Add +39.0% 63,695 $6.9M
Weiss Asset Management LP 0.21% New 63,388 $6.9M
Oliver Luxxe Assets LLC 1.24% No change 47,820 $6.9M
BTC Capital Management, Inc. 0.63% Add +0.7% 62,670 $6.8M
NatWest Group plc 2.02% Add +0.8% 62,547 $6.8M
Voya Investment Management LLC 0.01% Reduce -10.9% 62,319 $6.8M
Adage Capital Partners Gp, L.L.C. 0.01% Add +21.7% 61,600 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +0.6% 61,570 $6.7M
Aberdeen Group plc 0.01% Reduce -29.8% 61,322 $6.7M
Arizona State Retirement System 0.04% Add +0.0% 60,276 $6.6M
Spectrum Wealth Counsel, LLC 0.76% Reduce -0.2% 59,529 $6.5M
U.S. Capital Wealth Advisors, LLC 0.20% Add +2898.8% 57,996 $6.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -1.0% 57,504 $6.3M
CWA Asset Management Group, LLC 0.30% Add +5.5% 54,364 $5.9M
MetLife Investment Management, LLC 0.03% Add +0.6% 54,257 $5.9M
MUFG Securities EMEA plc 0.11% New 54,000 $5.9M
NBW Capital LLC 1.07% Reduce -0.1% 52,816 $5.8M
MML Investors Services, LLC 0.02% Reduce -2.6% 52,561 $5.7M
Campbell & CO Investment Adviser LLC 0.44% New 52,468 $5.7M
Pathstone Holdings, LLC 0.03% Reduce -5.4% 52,438 $5.7M
Corebridge Financial, Inc. 0.03% Reduce -1.7% 51,967 $5.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -24.8% 50,511 $5.5M
Snowden Capital Advisors LLC 0.17% Add +2.0% 50,244 $5.5M
RBF Capital, LLC 0.28% No change 50,000 $5.4M
Van Eck Associates Corp. 0.01% Reduce -1.7% 49,946 $5.4M
Seascape Capital Management 1.89% Reduce -0.3% 49,894 $5.4M
Oppenheimer & Co. Inc. 0.08% Reduce -7.1% 49,639 $5.4M
Meritage Portfolio Management 0.33% Reduce -1.1% 49,034 $5.3M
Scotia Capital Inc. 0.03% Reduce -0.6% 48,994 $5.3M
Cerity Partners LLC 0.01% Reduce -4.4% 46,285 $5.3M
Clearbridge Investments, LLC 0.00% Add +15.8% 48,583 $5.3M
IFM Investors Pty Ltd 0.05% Reduce -8.3% 48,557 $5.3M
NorthCoast Asset Management LLC 0.03% Add +4.7% 47,407 $5.2M
USS Investment Management Ltd 0.04% Reduce -30.6% 46,832 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +2.1% 46,678 $5.1M
Kinsale Capital Group, Inc. 1.36% Add +12.8% 46,375 $5.1M
Stifel Financial Corp. 0.01% Reduce -4.6% 45,592 $5.0M
Lansforsakringar Fondforvaltning AB (publ) 0.02% — 44,836 $4.9M
AXA S.A. 0.01% Reduce -20.6% 44,552 $4.9M
Twin Capital Management Inc. 0.53% Add +0.3% 44,467 $4.8M
Czech National Bank 0.04% Add +5.2% 44,466 $4.8M
Great Lakes Advisors, LLC 0.04% Reduce -0.5% 43,722 $4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.5% 43,607 $4.7M
Pacer Advisors, Inc. 0.01% Add +31.6% 43,431 $4.7M
Forsta Ap-Fonden 0.03% Reduce -2.0% 43,400 $4.7M
Howard Capital Management, LLC 0.07% Add +0.2% 42,768 $4.7M
Mariner, LLC 0.01% Reduce -2.1% 42,755 $4.7M
Monument Capital Management 1.27% Add +0.8% 42,416 $4.6M
Argyle Capital Management, LLC 1.81% Add +1.5% 42,241 $4.6M
ProShare Advisors LLC 0.01% Add +10.3% 41,946 $4.6M
Old Second National Bank of Aurora 1.02% Reduce -2.3% 41,318 $4.5M
Ethic Inc. 0.09% Reduce -14.2% 40,881 $4.5M
Pinebridge Investments, L.P. 0.03% Reduce -5.5% 40,663 $4.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -31.9% 40,607 $4.4M
Amalgamated Bank 0.04% Reduce -6.3% 40,179 $4.4M
Glenmede Trust Co. NA 0.02% Reduce -9.5% 40,169 $4.4M
Glenview Trust Co 0.08% Reduce -0.5% 39,857 $4.3M
PNC Financial Services Group, Inc. 0.00% Add +10.2% 39,852 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +13.2% 39,745 $4.3M
Cibc World Market Inc. 0.01% Reduce -66.2% 39,739 $4.3M
Assenagon Asset Management S.A. 0.01% Reduce -16.2% 39,068 $4.3M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -6.1% 38,967 $4.2M
Hendershot Investments Inc. 0.57% Reduce -0.2% 38,473 $4.2M
Hudson Capital Management LLC 1.33% Reduce -4.2% 38,039 $4.1M
Park Avenue Securities LLC 0.04% Add +16.5% 37,734 $4.1M
Tredje AP-fonden 0.04% Reduce -91.1% 36,955 $4.0M
Larson Financial Group LLC 0.21% Add +7.4% 36,695 $4.0M
Montag A & Associates Inc. 0.19% Add +0.1% 36,549 $4.0M
Mediolanum International Funds Ltd 0.05% Reduce -47.7% 36,467 $4.0M
DNB Asset Management AS 0.02% Add +2.8% 35,906 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -9.9% 34,382 $3.8M
Blair William & Co. 0.01% Reduce -0.2% 34,157 $3.7M
Generali Asset Management SPA SGR 0.10% — 34,145 $3.7M
Swiss Life Asset Management Ltd 0.03% Reduce -32.4% 33,957 $3.7M
Utah Retirement Systems 0.04% Reduce -0.9% 33,876 $3.7M
Wedge Capital Management L L P 0.06% Reduce -91.7% 32,836 $3.6M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +4.7% 32,647 $3.6M
Karani Asset Management LLC 3.32% — 32,643 $3.6M
Cibc World Markets Corp. 0.02% Add +14.8% 32,496 $3.5M
Orion Porfolio Solutions, LLC 0.04% Add +4.6% 32,449 $3.5M
Orion Portfolio Solutions, LLC 0.04% Add +4.6% 32,449 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -40.2% 32,377 $3.5M
Harvest Investment Services, LLC 0.86% Add +125.5% 32,265 $3.5M
Westpac Banking Corp. 0.23% Reduce -14.1% 32,135 $3.5M
CIBC Asset Management Inc 0.01% Add +3.5% 31,992 $3.5M
River Wealth Advisors LLC 0.46% Reduce -7.1% 31,634 $3.4M
Federated Hermes, Inc. 0.01% Reduce -62.5% 31,462 $3.4M
Yousif Capital Management, LLC 0.04% Reduce -19.3% 31,412 $3.4M
Baird Financial Group, Inc. 0.01% Add +0.9% 31,170 $3.4M
Level Four Advisory Services, LLC 0.14% Add +3.7% 30,867 $3.4M
JB Capital LLC 0.19% Add +2.8% 30,838 $3.4M
Shayne & Jacobs, LLC 0.88% Reduce -5.3% 30,807 $3.4M
New York Life Investment Management LLC 0.03% Add +10.3% 30,632 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% — 29,803 $3.2M
NewEdge Advisors, LLC 0.02% Reduce -1.8% 29,719 $3.2M
Federation des caisses Desjardins du Quebec 0.02% Reduce -22.6% 29,287 $3.2M
Y-Intercept (Hong Kong) Ltd 0.21% New 29,253 $3.2M
Nomura Holdings Inc. 0.02% Add +551.9% 29,229 $3.2M
Ruffer LLP 0.11% New 29,132 $3.2M
Two Sigma Investments, LP 0.01% New 28,562 $3.1M
Caprock Group, LLC 0.10% Add +0.6% 28,286 $3.1M
Xponance LLC 0.03% Reduce -1.0% 28,126 $3.1M
Daiwa Securities Group Inc. 0.01% Add +6.2% 28,096 $3.1M
Trustmark Bank Trust Department 0.23% Reduce -29.1% 28,058 $3.1M
Janus Henderson Group PLC 0.00% Reduce -10.2% 27,493 $3.0M
Peak Financial Advisors LLC 1.56% Reduce -0.9% 27,460 $3.0M
Lazard Asset Management LLC 0.00% Reduce -46.3% 27,272 $3.0M
Jefferies Financial Group Inc. 0.03% New 27,211 $3.0M
3Chopt Investment Partners, LLC 1.00% Add +2.1% 26,563 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.8% 26,372 $2.9M
180 Wealth Advisors, LLC 0.45% Add +6.3% 26,420 $2.9M
Ellis Investment Partners, LLC 0.55% Add +0.1% 25,599 $2.8M
Public Sector Pension Investment Board 0.01% Add +193.5% 25,290 $2.8M
1832 Asset Management L.P. 0.00% Reduce -95.9% 25,276 $2.8M
Alaska Permanent Fund Corp 0.04% No change 25,009 $2.7M
First Sabrepoint Capital Management LP 1.02% New 25,000 $2.7M
Commerce Bank 0.02% Reduce -3.1% 24,881 $2.7M
Sib LLC 1.42% No change 24,755 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -3.9% 24,581 $2.7M
Creative Planning 0.00% Add +3.3% 24,413 $2.7M
US Bancorp \de 0.00% Add +63.4% 24,092 $2.6M
Tudor Investment Corporation 0.03% New 24,033 $2.6M
IFG Advisory, LLC 0.15% Add +0.8% 23,975 $2.6M
Wright Investors Service Inc. 0.85% Reduce -24.2% 23,930 $2.6M
Hennessy Advisors Inc. 0.08% Reduce -5.6% 23,600 $2.6M
Todd Asset Management LLC 0.06% No change 23,438 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -19.6% 23,381 $2.5M
Abc Arbitrage SA 0.36% — 23,178 $2.5M
M&T Bank Corp 0.01% Reduce -7.4% 23,157 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -64.1% 23,015 $2.5M
Avanza Fonder AB 0.07% — 22,972 $2.5M
Brevan Howard Capital Management LP 0.06% Reduce -51.5% 22,873 $2.5M
Elo Mutual Pension Insurance Co 0.05% Add +21.4% 22,618 $2.5M
&partners 0.03% Add +15.7% 22,219 $2.5M
Wellington Management Group LLP 0.00% Reduce -36.0% 22,534 $2.5M
Family Manage LLC 0.40% Reduce -22.2% 23,147 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.3% 22,458 $2.4M
UniSuper Management Pty Ltd 0.02% Reduce -14.6% 22,175 $2.4M
Vest Financial, LLC 0.04% Add +111.5% 22,159 $2.4M
Steward Partners Investment Advisory, LLC 0.02% Reduce -88.8% 22,016 $2.4M
Gabelli Funds LLC 0.02% Reduce -2.2% 22,000 $2.4M
Public Employees Retirement Association of Colorado 0.01% No change 21,568 $2.3M
Palisade Capital Management, LP 0.07% Add +11.4% 21,482 $2.3M
Dean Investment Associates, LLC 0.33% Reduce -9.4% 21,378 $2.3M
Centiva Capital, LP 0.09% New 21,337 $2.3M
Myriad Asset Management US LP 1.54% — 21,064 $2.3M
Geneos Wealth Management Inc. 0.08% Reduce -3.4% 20,944 $2.3M
Lecap Asset Management Ltd. 0.61% New 20,728 $2.3M
Walleye Capital LLC 0.02% Add +14.6% 20,712 $2.3M
Nilsine Partners, LLC 0.24% Add +929.2% 20,574 $2.2M
HighTower Advisors, LLC 0.00% Add +3.3% 20,508 $2.2M
Thrivent Financial for Lutherans 0.00% Add +0.2% 19,566 $2.2M
DAVENPORT & Co LLC 0.01% Add +11.0% 20,218 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.22% — 20,000 $2.2M
Sequoia Financial Advisors, LLC 0.02% Add +0.5% 19,712 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 19,663 $2.1M
Mizuho Securities USA LLC 0.04% Add +44.4% 19,437 $2.1M
Chesley Taft & Associates LLC 0.10% Add +0.3% 19,340 $2.1M
AXS Investments LLC 0.59% Add +94.6% 19,304 $2.1M
Wolverine Trading, LLC 0.05% Add +30.3% 19,148 $2.1M
Vista Investment Partners LLC 0.64% Add +3.1% 18,818 $2.0M
Trail Ridge Investment Advisors, LLC 0.96% No change 18,622 $2.0M
Sterling Capital Management LLC 0.03% Reduce -58.4% 18,617 $2.0M
OMERS ADMINISTRATION Corp 0.02% Reduce -21.7% 18,475 $2.0M
Bessemer Group Inc. 0.00% Reduce -68.3% 18,359 $2.0M
Trexquant Investment LP 0.02% New 18,148 $2.0M
Savant Capital, LLC 0.02% Add +0.1% 17,944 $2.0M
New Age Alpha Advisors, LLC 0.08% New 17,890 $1.9M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.0% 17,611 $1.9M
Pinnacle Associates Ltd. 0.03% Add +111.0% 17,481 $1.9M
Gulf International Bank (UK) Ltd 0.05% Reduce -1.2% 17,423 $1.9M
Bridgeway Capital Management, LLC 0.04% Reduce -10.3% 17,350 $1.9M
D. E. Shaw & Co. 0.00% Add +326.2% 17,000 $1.9M
Virtus Family Office LLC 2.29% Add +7.9% 16,775 $1.8M
Jump Financial, LLC 0.04% Add +210.5% 16,799 $1.8M
AlphaQuest LLC 0.24% Add +71.7% 16,748 $1.8M
Arete Wealth Advisors, LLC 0.13% Reduce -16.9% 16,549 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +48.1% 16,205 $1.8M
Freedom Investment Management, Inc. 0.15% Add +10.0% 16,134 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Add +193.7% 16,122 $1.8M
Vident Advisory, LLC 0.03% Add +3.1% 15,916 $1.7M
Venturi Wealth Management, LLC 0.09% Add +1.5% 15,890 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -31.2% 15,817 $1.7M
Caitlin John, LLC 1.17% Add +4.3% 15,775 $1.7M
Caxton Associates LP 0.05% Reduce -3.3% 15,585 $1.7M
Fuller & Thaler Asset Management, Inc. 0.01% Add +14.9% 15,380 $1.7M
Mount Lucas Management LP 0.58% Reduce -5.7% 15,360 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.5% 15,316 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -24.7% 15,281 $1.7M
Cwm, LLC 0.01% Reduce -5.1% 15,224 $1.7M
CCM Investment Group, LLC 0.18% — 15,031 $1.6M
Inlet Private Wealth, LLC 0.42% Add +30.5% 14,750 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -0.4% 14,679 $1.6M
Estate Counselors, LLC 0.17% No change 14,690 $1.6M
Vestcor Inc 0.05% Add +5.3% 14,474 $1.6M
Pitcairn Co. 0.09% Add +18.7% 14,408 $1.6M
Quantitative Investment Management, LLC 0.12% New 14,394 $1.6M
Roof Eidam Maycock Peralta, LLC 0.40% Reduce -1.4% 14,285 $1.6M
Trivant Custom Portfolio Group, LLC 0.91% Reduce -6.8% 14,274 $1.6M
Kentucky Retirement Systems 0.05% Reduce -1.4% 14,261 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -3.1% 14,135 $1.5M
EFG Asset Management (Americas) Corp. 0.29% Add +1.9% 13,915 $1.5M
Financial Advocates Investment Management 0.09% Reduce -2.5% 13,859 $1.5M
Vinva Investment Management Ltd 0.06% Reduce -88.5% 13,753 $1.5M
Argonautica Private Wealth Management, Inc. 0.48% Reduce -0.1% 13,729 $1.5M
L2 Asset Management, LLC 0.33% Reduce -52.1% 13,702 $1.5M
Townsquare Capital LLC 0.02% Add +91.0% 13,516 $1.5M
Ieq Capital, LLC 0.01% Reduce -2.1% 13,320 $1.5M
Meridian Wealth Management, LLC 0.07% Add +0.7% 13,224 $1.4M
Systematic Alpha Investments, LLC 0.05% No change 13,088 $1.4M
Redwood Investment Management, LLC 0.14% Reduce -0.5% 13,077 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +31.4% 13,000 $1.4M
Jupiter Wealth Management LLC 0.70% Reduce -5.2% 12,902 $1.4M
JT Stratford LLC 0.23% Add +3.6% 12,894 $1.4M
Meiji Yasuda Life Insurance Co 0.03% Reduce -1.3% 12,875 $1.4M
Hartford Investment Management Co. 0.05% Reduce -2.7% 12,830 $1.4M
Logan Capital Management Inc. 0.06% Reduce -13.6% 12,790 $1.4M
Principal Securities, Inc. 0.03% Add +3.0% 12,790 $1.4M
Merit Financial Group, LLC 0.03% Add +415.9% 12,775 $1.4M
Fieldview Capital Management, LLC 0.21% — 12,774 $1.4M
Centennial Bank 0.65% Reduce -1.9% 12,610 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +278.5% 12,484 $1.4M
Atria Investments, Inc 0.02% Reduce -10.0% 12,205 $1.3M
Advisory Services Network, LLC 0.02% Reduce -20.1% 12,180 $1.3M
World Investment Advisors 0.04% Add +26.6% 12,047 $1.3M
Pensionfund Sabic 0.34% Add +71.4% 12,000 $1.3M
FORA Capital, LLC 0.15% New 11,983 $1.3M
Entropy Technologies, LP 0.13% New 11,924 $1.3M
Avantax Advisory Services, Inc. 0.01% Reduce -2.0% 11,893 $1.3M
Shell Asset Management Co. 0.06% Add +47.5% 11,883 $1.3M
Dean Capital Management 0.55% Reduce -11.8% 11,778 $1.3M
Bayview Asset Management, LLC 1.66% Add +103.3% 11,688 $1.3M
Darwin Wealth Management, LLC 0.42% Reduce -21.5% 11,496 $1.3M
Caisse Des Depots Et Consignations 0.06% — 11,342 $1.2M
UMB Bank, n.a. 0.02% Add +0.7% 11,261 $1.2M
Synovus Financial Corp. 0.02% Reduce -3.0% 11,219 $1.2M
Sciencast Management LP 0.33% New 11,194 $1.2M
CENTRAL TRUST Co 0.03% Add +19.4% 11,141 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -6.0% 11,000 $1.2M
MorganRosel Wealth Management, LLC 0.39% Add +39.6% 10,996 $1.2M
NEOS Investment Management LLC 0.03% Add +29.2% 10,985 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -4.6% 10,951 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -9.1% 10,888 $1.2M
X-Square Capital, LLC 0.48% Reduce -0.1% 10,792 $1.2M
Quadrature Capital Ltd 0.02% New 10,693 $1.2M
Virtu Financial LLC 0.06% New 10,651 $1.2M
Transcend Capital Advisors, LLC 0.08% Add +0.5% 10,612 $1.2M
Unison Advisors LLC 0.14% Add +0.1% 10,512 $1.1M
BNP Paribas 0.02% Add +5.5% 10,457 $1.1M
Private Advisor Group, LLC 0.01% Reduce -4.9% 10,408 $1.1M
Focus Partners Wealth 0.00% Add +8.8% 10,403 $1.1M
Institute for Wealth Management, LLC. 0.14% Reduce -1.0% 10,275 $1.1M
Huntington National Bank 0.01% Add +1.2% 10,273 $1.1M
CIBC Private Wealth Group LLC 0.00% Add +1.2% 10,113 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +8.0% 10,234 $1.1M
Westover Capital Advisors, LLC 0.24% Reduce -19.9% 10,151 $1.1M
Aspire Private Capital, LLC 0.27% Add +7.8% 10,142 $1.1M
Checchi Capital Advisers, LLC 0.08% Reduce -3.1% 10,117 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Add +144.1% 10,082 $1.1M
Washington Capital Management, Inc. 0.86% No change 10,000 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 10,000 $1.1M
Vise Technologies, Inc. 0.09% Add +55.3% 9,987 $1.1M
New Mexico Educational Retirement Board 0.04% Reduce -2.9% 9,938 $1.1M
GLOBALT Investments LLC / GA 0.04% Reduce -1.2% 9,894 $1.1M
Inspire Investing, LLC 0.12% Add +24.9% 9,874 $1.1M
Independent Advisor Alliance 0.01% Add +21.3% 9,868 $1.1M
LVW Advisors, LLC 0.13% Reduce -5.8% 9,612 $1.0M
Coastline Trust Co 0.12% Reduce -32.3% 9,597 $1.0M
Guggenheim Capital LLC 0.01% Reduce -77.4% 9,532 $1.0M
SRN Advisors, LLC 0.92% Reduce -0.3% 9,451 $1.0M
Jennison Associates LLC 0.00% New 9,379 $1.0M
Norinchukin Bank, The 0.02% Add +8.5% 9,316 $1.0M
Semanteon Capital Management, LP 0.54% New 9,292 $1.0M
Contravisory Investment Management, Inc. 0.22% Add +1.6% 9,236 $1.0M
Cetera Trust Company, N.A 0.65% Add +8.3% 9,147 $996K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +22.9% 9,131 $994K
Tower Research Capital LLC (TRC) 0.02% Add +80.5% 9,069 $988K
Inspire Advisors, LLC 0.12% Add +36.0% 9,051 $986K
E. Ohman J:or Asset Management AB 0.02% No change 8,900 $969K
Atlas Capital Advisors Inc. 0.12% Reduce -0.3% 8,884 $967K
Vista Investment Partners Ii, LLC 0.57% — 8,797 $958K
Graham Capital Management, L.P. 0.05% New 8,796 $958K
Advisors Asset Management, Inc. 0.02% Add +88.3% 8,773 $955K
1900 Wealth Management LLC 0.08% No change 8,600 $937K
Virtus Advisers, LLC 0.38% Add +26.3% 8,599 $936K
Smith, Moore & Co. 0.08% Add +1.9% 8,519 $928K
Two Sigma Advisers, LP 0.00% New 8,400 $915K
Two Sigma Securities, LLC 0.17% Add +205.3% 8,387 $913K
United Capital Financial Advisors, LLC 0.01% Add +0.2% 8,328 $907K
William B. Walkup & Associates, Inc. 0.57% No change 8,276 $901K
AlTi Global, Inc. 0.02% Reduce -1.2% 7,673 $898K
Barden Capital Management, Inc. 0.76% Add +0.7% 8,184 $891K
Metis Global Partners, LLC 0.03% Reduce -33.6% 8,156 $888K
Qsemble Capital Management, LP 0.12% New 8,129 $885K
Midland Wealth Advisors, LLC 0.05% No change 8,121 $884K
Machina Capital S.A.S. 0.37% Add +57.3% 8,119 $884K
XTX Topco Ltd 0.07% Reduce -26.9% 8,071 $879K
Ostrum Asset Management 0.08% Add +0.3% 8,050 $877K
Beacon Pointe Advisors, LLC 0.01% Reduce -15.8% 8,024 $874K
Kane Investment Management, Inc. 0.47% — 7,777 $847K
Empirical Finance, LLC 0.05% Reduce -45.6% 7,719 $841K
Gotham Asset Management 0.01% Reduce -78.0% 7,567 $824K
Schechter Investment Advisors, LLC 0.06% Reduce -14.0% 7,495 $816K
HM Payson & Co. 0.01% Reduce -0.1% 7,450 $811K
Private Advisory Group LLC 0.09% Reduce -3.3% 7,429 $809K
Fifth Third Bancorp 0.00% Reduce -5.6% 7,425 $809K
Affinity Investment Advisors, LLC 0.67% Reduce -39.8% 7,424 $808K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +5.5% 7,424 $808K
Bradley Foster & Sargent Inc. 0.01% No change 7,405 $806K
River Street Advisors LLC 0.41% Add +7.6% 7,316 $797K
IFP Advisors, Inc 0.03% Reduce -9.0% 7,086 $773K
Greenfield Savings Bank 0.37% Add +5.9% 7,052 $768K
Exchange Traded Concepts, LLC 0.02% Add +38.2% 7,046 $767K
Gateway Investment Advisers LLC 0.01% Reduce -0.8% 7,040 $767K
GTS Securities LLC 0.04% Reduce -59.8% 7,009 $763K
CSS LLC 0.14% Reduce -4.4% 6,980 $760K
Duncan Williams Asset Management, LLC 0.30% Reduce -4.0% 6,937 $755K
Outlook Wealth Advisors, LLC 0.22% Reduce -0.6% 6,920 $754K
Sheaff Brock Investment Advisors, LLC 0.07% Add +273.0% 6,900 $751K
Clarius Group, LLC 0.05% Reduce -0.5% 6,897 $751K
Raiffeisen Bank International AG 0.01% — 6,811 $741K
Global Financial Private Client, LLC 0.28% Add +44.2% 6,790 $739K
Csenge Advisory Group 0.04% Reduce -17.9% 6,779 $738K
Johnson Investment Counsel Inc. 0.01% Add +5.6% 6,764 $737K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 6,700 $730K
Penserra Capital Management LLC 0.01% Add +5.4% 6,671 $724K
Choreo, LLC 0.01% Add +51.2% 6,629 $723K
TFB Advisors LLC 0.20% Add +0.1% 6,566 $715K
Challenger Wealth Management 0.61% — 6,533 $711K
V-Square Quantitative Management LLC 0.10% Add +7.1% 6,523 $710K
Signaturefd, LLC 0.01% Reduce -0.7% 6,517 $710K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.0% 6,512 $709K
Mgo One Seven LLC 0.03% Reduce -5.7% 6,470 $705K
WealthTrust Asset Management, LLC 0.50% Reduce -2.9% 6,441 $701K
Strategic Investment Advisors / MI 0.07% Reduce -11.4% 6,371 $694K
Cypress Capital Group 0.09% Reduce -21.7% 6,370 $694K
Allstate Corp. 0.02% New 6,249 $681K
Moloney Securities Asset Management, LLC 0.09% Reduce -3.2% 6,247 $680K
Aprio Wealth Management, LLC 0.10% Reduce -2.1% 6,224 $678K
Van Hulzen Asset Management, LLC 0.05% New 6,222 $678K
Kesler, Norman & Wride, LLC 0.15% Reduce -14.1% 6,192 $674K
Axxcess Wealth Management, LLC 0.02% Add +2.7% 6,170 $672K
Aldebaran Financial Inc. 0.77% Add +12.9% 6,055 $659K
Anchor Investment Management, LLC 0.06% Reduce -6.3% 5,974 $651K
Jones Financial Companies LLLP 0.00% Add +39.3% 5,924 $645K
Moors & Cabot, Inc. 0.03% Reduce -0.0% 5,815 $633K
Ascent Group, LLC 0.05% Add +16.0% 5,813 $633K
Keebeck Wealth Management 0.09% Add +2.9% 5,792 $632K
United Community Bank 0.24% Add +2.9% 5,749 $626K
Cooper Financial Group 0.07% Reduce -16.1% 5,691 $620K
Baader Bank Aktiengesellschaft 0.06% Reduce -4.0% 5,690 $620K
AIA Group Ltd 0.01% Add +100.6% 5,612 $611K
Beacon Investment Advisory Services, Inc. 0.03% No change 5,544 $604K
Liberty Wealth Management LLC 0.10% Add +0.3% 5,536 $603K
Carolina Wealth Advisors, LLC 0.32% Reduce -26.2% 5,482 $597K
Wedbush Securities Inc. 0.02% Reduce -2.5% 5,475 $596K
Inceptionr LLC 0.13% New 5,464 $595K
Everhart Financial Group, Inc. 0.12% Reduce -6.2% 5,441 $593K
Patron Partners, LLC 0.32% No change 5,400 $588K
Allianz SE 0.02% Add +76.1% 5,354 $583K
Profund Advisors LLC 0.02% Add +31.6% 5,270 $574K
Applied Finance Capital Management, LLC 0.02% No change 5,268 $574K
Cresset Asset Management, LLC 0.00% Reduce -83.3% 5,237 $571K
Concord Wealth Partners 0.09% Add +3.9% 5,197 $566K
Wahed Invest LLC 0.09% Add +3.3% 5,174 $563K
Concord Asset Management, LLC 0.12% Add +0.1% 5,163 $562K
Prospera Financial Services Inc 0.01% Reduce -47.5% 5,067 $552K
Kathmere Capital Management, LLC 0.05% Reduce -2.8% 5,062 $551K
Meeder Advisory Services, Inc. 0.03% Add +14.0% 4,995 $544K
Blueshift Asset Management, LLC 0.20% New 4,987 $543K
Tocqueville Asset Management L.P. 0.01% Reduce -2.0% 4,962 $540K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $526K
Segment Wealth Management, LLC 0.04% Reduce -94.6% 4,800 $523K
Syon Capital LLC 0.05% Reduce -10.9% 4,796 $522K
Plato Investment Management Ltd 0.04% Reduce -28.1% 4,766 $521K
Denali Advisors LLC 0.05% Add +17.6% 4,717 $514K
Coldstream Capital Management Inc. 0.01% Reduce -5.9% 4,624 $504K
Capstone Investment Advisors, LLC 0.01% Add +882.5% 4,608 $502K
Harbor Capital Advisors, Inc. 0.02% Add +3.2% 4,559 $496K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -3.9% 4,541 $495K
Gsa Capital Partners LLP 0.04% New 4,521 $492K
Knuff & Co LLC 0.15% Reduce -5.3% 4,497 $490K
Naviter Wealth, LLC 0.06% New 4,430 $483K
Nebula Research & Development LLC 0.06% New 4,398 $479K
Schwartz Investment Counsel Inc. 0.02% Reduce -5.4% 4,398 $479K
Fidelis Capital Partners, LLC 0.05% Add +2.4% 4,384 $479K
Concurrent Investment Advisors, LLC 0.01% Add +21.0% 4,381 $477K
Brown Brothers Harriman & Co. 0.00% Add +1.3% 4,375 $476K
Old National Bancorp 0.01% Add +31.1% 4,351 $474K
State of Wyoming 0.06% Add +739.6% 4,341 $473K
Greenleaf Trust 0.00% Add +4.2% 4,330 $472K
Apollon Wealth Management, LLC 0.01% Reduce -50.5% 4,321 $471K
Prudential PLC 0.00% Reduce -35.6% 4,316 $470K
Forum Financial Management, LP 0.01% Add +1.4% 4,263 $464K
Impact Partnership Wealth, LLC 0.09% New 4,262 $464K
Oxford Asset Management LLP 0.21% New 4,256 $463K
CreativeOne Wealth, LLC 0.01% Reduce -26.8% 4,235 $461K
Raleigh Capital Management Inc. 0.17% Reduce -5.5% 4,167 $454K
Ballentine Partners, LLC 0.01% Reduce -0.8% 4,134 $450K
Fiduciary Alliance LLC 0.05% New 4,130 $450K
Compound Planning, Inc. 0.02% Reduce -17.2% 4,124 $449K
Bryce Point Capital, LLC 0.13% — 4,080 $444K
M.E. Allison & Co., Inc. 0.49% — 4,074 $444K
Advisors Capital Management, LLC 0.01% Add +7.3% 4,041 $440K
Family Firm, Inc. 0.10% Reduce -3.2% 4,034 $439K
Legal Advantage Investments, Inc. 0.23% No change 4,020 $438K
Strategic Wealth Partners, Ltd. 0.04% Add +60.3% 4,092 $437K
Yorktown Management & Research Co Inc 0.42% No change 4,000 $436K
HighPoint Advisor Group LLC 0.02% Reduce -17.0% 4,050 $435K
Patten Group, Inc. 0.10% Add +1.5% 3,983 $434K
Sherbrooke Park Advisers LLC 0.14% New 3,979 $433K
Belpointe Asset Management LLC 0.03% Add +3.9% 3,277 $431K
Ellevest, Inc. 0.02% Reduce -6.5% 3,957 $431K
Rehmann Capital Advisory Group 0.03% Add +43.9% 3,908 $426K
Alpha DNA Investment Management LLC 0.23% Reduce -48.1% 3,895 $424K
Quantum Portfolio Management LLC 0.23% Add +12.4% 3,876 $422K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,863 $421K
Community Bank & Trust, Waco, Texas 0.10% No change 3,843 $419K
Integrated Wealth Concepts LLC 0.00% Reduce -0.8% 3,826 $417K
Renasant Bank 0.27% Reduce -2.6% 3,819 $416K
D'Orazio & Associates, Inc. 0.06% Reduce -6.2% 3,818 $416K
Three Seasons Wealth, LLC 0.20% New 3,804 $415K
NorthRock Partners, LLC 0.01% Reduce -6.5% 3,778 $412K
CI Investments Inc. 0.00% Add +28.2% 3,780 $412K
Canada Post Corp Registered Pension Plan 0.02% — 3,753 $409K
denkapparat Operations GmbH 0.60% — 3,718 $405K
Florida Financial Advisors, LLC 0.18% Add +24.0% 3,703 $403K
Stephens Inc. 0.01% Reduce -85.8% 3,679 $401K
Tectonic Advisors LLC 0.03% Reduce -0.6% 3,678 $401K
CX Institutional 0.02% Add +0.5% 3,629 $395K
Kestra Private Wealth Services, LLC 0.01% Add +33.4% 3,616 $394K
Headlands Technologies LLC 0.04% New 3,598 $392K
Smith Salley Wealth Management 0.03% Reduce -7.3% 3,569 $389K
Glen Eagle Advisors, LLC 0.06% No change 3,567 $388K
Diametric Capital, LP 0.26% Add +33.4% 3,554 $387K
Eads & Heald Wealth Management 0.19% Add +33.9% 3,552 $387K
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.4% 3,553 $387K
Peapack Gladstone Financial Corp. 0.01% Reduce -33.7% 3,536 $385K
Precision Wealth Strategies, LLC 0.30% Add +6.5% 3,516 $383K
Richard W. Paul & Associates, LLC 0.14% Reduce -4.8% 3,515 $383K
Parallel Advisors, LLC 0.01% Reduce -1.9% 3,500 $381K
Praxis Investment Management Inc. 0.02% Reduce -61.8% 3,460 $377K
Financial Counselors Inc. 0.01% Reduce -7.7% 3,452 $376K
GeoWealth Management, LLC 0.01% Reduce -63.2% 3,446 $375K
Colton Groome Financial Advisors, LLC 0.14% Reduce -12.2% 3,440 $375K
Fifth Third Wealth Advisors LLC 0.02% Add +41.5% 3,433 $374K
Aigen Investment Management, LP 0.07% New 3,431 $374K
New Wave Wealth Advisors LLC 0.15% Add +0.3% 3,423 $373K
One Wealth Advisors, LLC 0.06% Reduce -2.6% 3,416 $372K
Capital Investment Advisors, LLC 0.01% Add +11.0% 3,381 $368K
Farther Finance Advisors, LLC 0.01% Reduce -15.0% 3,377 $368K
FCG Investment Co 0.22% Add +4.8% 3,377 $368K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -80.6% 3,369 $367K
Capital Analysts, LLC 0.01% Add +1.7% 3,365 $366K
Perigon Wealth Management, LLC 0.01% Reduce -7.6% 3,129 $366K
Quantum Private Wealth, LLC 0.12% Add +11.6% 3,358 $366K
Park Place Capital Corp 0.10% Reduce -11.5% 3,348 $365K
KMG Fiduciary Partners, LLC 0.03% Add +0.8% 3,331 $363K
Counterpoint Mutual Funds LLC 0.04% New 3,272 $356K
Harbour Investments, Inc. 0.01% Reduce -3.3% 3,261 $355K
Leonteq Securities AG 0.03% Add +129.5% 3,259 $355K
Global Retirement Partners, LLC 0.01% Add +18.7% 3,242 $353K
Bleakley Financial Group, LLC 0.01% Reduce -5.3% 3,213 $350K
Compound Global Advisors, LLC 1.42% — 3,200 $348K
Board of the Pension Protection Fund 0.40% — 3,200 $348K
Nautilus Advisors LLC 0.28% — 3,195 $348K
Colonial River Investments, LLC 0.17% Add +5.5% 3,186 $347K
Kingsview Wealth Management, LLC 0.01% Reduce -11.5% 3,174 $346K
Aspen Investment Management Inc 0.16% Add +28.9% 3,140 $342K
HB Wealth Management, LLC 0.00% Reduce -0.0% 3,073 $335K
Planned Solutions, Inc. 0.14% No change 3,057 $333K
Centurion Wealth Management LLC 0.10% Reduce -0.8% 3,055 $333K
Verdence Capital Advisors LLC 0.03% Reduce -15.4% 3,042 $331K
Mufg Securities Americas Inc. 0.04% — 3,028 $330K
Focus Partners Advisor Solutions, LLC 0.01% Add +30.2% 3,027 $330K
Everett Harris & Co. 0.00% New 3,027 $330K
SVB Wealth LLC 0.01% New 3,024 $329K
Tyler-Stone Wealth Management 0.06% Reduce -73.9% 3,014 $328K
Wedmont Private Capital 0.02% Add +3.7% 3,050 $328K
Private Trust Co. NA 0.03% Reduce -28.8% 3,006 $327K
J.W. Cole Advisors, Inc. 0.01% Reduce -2.8% 3,002 $327K
Lido Advisors, LLC 0.00% Reduce -16.8% 2,993 $327K
First Horizon Advisors, Inc. 0.01% Reduce -3.1% 2,981 $325K
Signal Advisors Wealth, LLC 0.04% Add +0.8% 2,964 $323K
Pallas Capital Advisors LLC 0.01% Add +2.4% 2,959 $322K
Morse Asset Management, Inc 0.07% Reduce -69.7% 2,955 $322K
W.H. Cornerstone Investments Inc. 0.21% Reduce -0.4% 2,931 $319K
Argent Trust Co 0.01% No change 2,930 $319K
Optimum Investment Advisors 0.14% No change 2,900 $316K
Horizon Advisory Services, Inc. 0.18% Reduce -12.8% 2,899 $316K
OneDigital Investment Advisors LLC 0.00% Add +0.2% 2,897 $316K
Measured Wealth Private Client Group, LLC 0.10% Add +70.5% 2,893 $315K
Quent Capital, LLC 0.03% Reduce -0.6% 2,888 $315K
Baker Avenue Asset Management, LP 0.01% Add +0.2% 2,879 $314K
Horizon Investments, LLC 0.01% Add +0.7% 2,841 $309K
First Eagle Investment Management, LLC 0.00% Reduce -6.6% 2,839 $309K
Marex Group Ltd 0.01% Reduce -7.0% 2,789 $304K
Benjamin Edwards Inc. 0.00% Add +2.5% 2,783 $303K
Moody National Bank Trust Division 0.03% No change 2,779 $303K
Edgestream Partners, L.P. 0.01% New 2,774 $302K
Intrust Bank NA 0.03% Add +22.4% 2,738 $298K
Prelude Capital Management, LLC 0.03% New 2,735 $298K
Delta Investment Management, LLC 0.06% Add +0.0% 2,703 $294K
Allworth Financial LP 0.00% Add +87.9% 2,509 $293K
Burford Brothers, Inc. 0.14% No change 2,681 $292K
Sharp Wealth Advisory, LLC 0.22% Add +86.0% 2,660 $290K
Trivium Point Advisory, LLC 0.04% Reduce -13.4% 2,659 $290K
Moody Aldrich Partners LLC 0.05% Reduce -0.5% 2,653 $289K
Trust Asset Management LLC 0.02% No change 2,627 $286K
Voya Financial Advisors, Inc. 0.03% Add +13.2% 2,613 $284K
Waterloo Capital, L.P. 0.03% Reduce -0.7% 2,612 $284K
Smithfield Trust Co 0.01% Add +0.4% 2,606 $284K
Accurate Wealth Management, LLC 0.05% Reduce -10.1% 2,632 $283K
Fiduciary Trust Co 0.00% Add +19.5% 2,593 $282K
EP Wealth Advisors, LLC 0.00% Reduce -8.5% 2,589 $282K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -19.8% 2,581 $282K
Premier Path Wealth Partners, LLC 0.04% Add +3.8% 2,572 $280K
Candriam S.C.A. 0.00% Add +20.3% 2,555 $278K
Trust Co. of Oklahoma 0.09% New 2,546 $277K
Cynosure Group, LLC 0.04% Reduce -11.9% 2,532 $276K
Alps Advisors Inc. 0.00% No change 2,532 $276K
Wayfinding Financial, LLC 0.15% New 2,528 $275K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -17.6% 2,515 $274K
Fortem Financial Group, LLC 0.11% Add +0.0% 2,505 $273K
Washington Trust Bank 0.03% No change 2,500 $272K
SC&H Financial Advisors, Inc. 0.06% No change 2,480 $270K
Bristlecone Advisors, LLC 0.02% Add +47.6% 2,479 $270K
Moore Capital Management, LP 0.01% No change 2,470 $269K
Advus Financial Partners, LLC 0.08% Reduce -14.3% 2,460 $268K
First Hawaiian Bank 0.01% Reduce -48.3% 2,450 $267K
Exencial Wealth Advisors, LLC 0.01% Reduce -5.0% 2,432 $265K
Callan Family Office, LLC 0.02% New 2,412 $263K
Equitable Holdings, Inc. 0.00% Add +0.1% 2,410 $262K
Cidel Asset Management Inc. 0.02% No change 2,389 $260K
Manchester Capital Management LLC 0.03% No change 2,387 $260K
Sovran Advisors, LLC 0.04% — 2,287 $257K
Archer Investment Corp 0.07% No change 2,362 $257K
1858 Wealth Management, LLC 0.20% Add +5.0% 2,349 $256K
Dark Forest Capital Management LP 0.04% Reduce -38.5% 2,349 $256K
Avestar Capital, LLC 0.02% Add +8.3% 2,329 $254K
StoneX Group Inc. 0.01% Add +65.5% 2,330 $254K
HUB Investment Partners, LLC 0.01% Reduce -5.3% 2,307 $251K
Providence Capital Advisors, LLC 0.05% Reduce -1.6% 2,288 $249K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Add +98.7% 12,209 $249K
Certuity, LLC 0.03% Add +2.4% 2,283 $249K
Centaurus Financial, Inc. 0.02% Reduce -3.3% 2,267 $247K
Ascentis Independent Advisors 0.05% Add +28.0% 2,261 $246K
Siemens Fonds Invest GmbH 0.03% Reduce -1.8% 2,261 $246K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -0.8% 2,250 $245K
Independent Financial Group, LLC 0.01% Add +1.8% 2,206 $240K
Riverwater Partners LLC 0.12% Add +0.1% 2,204 $240K
111 Capital 0.05% — 2,204 $240K
GAMMA Investing LLC 0.02% Add +17.7% 2,190 $238K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.9% 2,176 $237K
Colonial Trust Co / SC 0.04% No change 2,171 $236K
Omnia Family Wealth, LLC 0.10% Add +3.9% 2,153 $235K
RFG Advisory, LLC 0.01% Add +45.9% 2,153 $234K
Aaron Wealth Advisors LLC 0.03% Add +7.2% 2,151 $234K
Clark Financial Services Group Inc. 0.18% Add +8.3% 2,145 $234K
Madison Asset Management, LLC 0.00% No change 2,140 $233K
Madison Investment Advisors, LLC 0.00% — 2,140 $233K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.1% 2,138 $233K
Integrated Investment Consultants, LLC 0.05% Reduce -1.2% 2,127 $232K
AMG National Trust Bank 0.01% No change 2,121 $231K
Cigna Investments Inc. 0.04% Reduce -1.6% 2,111 $230K
Guardian Wealth Advisors, LLC / NC 0.02% Add +33.7% 2,103 $229K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -34.3% 2,101 $229K
Smartleaf Asset Management LLC 0.02% Reduce -8.2% 2,094 $228K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -20.9% 1,893 $228K
Sienna Gestion 0.02% No change 2,082 $227K
TD Private Client Wealth LLC 0.01% Add +11.0% 2,064 $225K
Sagespring Wealth Partners, LLC 0.01% — 2,060 $224K
Kolinsky Wealth Management, LLC 0.14% Reduce -0.9% 2,059 $224K
Juncture Wealth Strategies, LLC 0.08% No change 2,019 $220K
Paradigm Asset Management Co. LLC 0.06% New 2,000 $218K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.0% 1,998 $218K
New Century Financial Group, LLC 0.09% Reduce -1.0% 1,975 $217K
Concourse Financial Group Securities, Inc. 0.01% Add +0.5% 1,851 $216K
NDVR, Inc. 0.21% Add +6.0% 1,984 $216K
Sound Income Strategies, LLC 0.01% Add +24.4% 1,961 $214K
Vicus Capital 0.02% Add +23.9% 1,954 $213K
Wilmington Savings Fund Society, FSB 0.00% Reduce -61.8% 1,947 $212K
Wealthcare Advisory Partners LLC 0.01% Reduce -9.7% 1,940 $211K
Kestra Investment Management, LLC 0.01% Add +7.9% 1,923 $209K
Sugarloaf Wealth Management, LLC 0.04% Add +10.9% 1,913 $208K
Pinnacle Wealth Management Group, Inc. 0.13% No change 1,900 $207K
Summit Financial, LLC 0.01% Add +22.6% 1,869 $204K
Pathway Financial Advisors LLC 0.05% No change 1,860 $203K
Roman Butler Fullerton & Co. 0.06% Reduce -0.7% 1,715 $203K
Frank, Rimerman Advisors LLC 0.01% Add +27.6% 1,856 $202K
DGS Capital Management, LLC 0.05% Reduce -5.0% 1,854 $202K
Red Door Wealth Management, LLC 0.03% Add +1.9% 1,850 $201K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.5% 1,846 $201K
Lake Street Advisors Group, LLC 0.01% Reduce -7.1% 1,841 $201K
Leavell Investment Management, Inc. 0.01% Add +14.2% 1,838 $201K
Hemington Wealth Management 0.05% Add +1.9% 1,738 $189K
Quadrant Capital Group LLC 0.01% Reduce -0.5% 1,712 $186K
Mather Group, Llc. 0.00% Add +0.9% 1,671 $182K
Spire Wealth Management 0.01% Add +256.8% 1,634 $178K
AlphaCentric Advisors LLC 0.17% Reduce -5.2% 1,583 $172K
Peterson Wealth Services 0.05% Reduce -20.7% 1,557 $170K
Park Square Financial Group, LLC 0.12% — 1,542 $168K
CoreCap Advisors, LLC 0.01% Reduce -16.3% 1,534 $167K
MAI Capital Management 0.00% Add +4.6% 1,533 $167K
Blue Trust, Inc. 0.00% Reduce -74.5% 1,517 $165K
Bokf, NA 0.00% Reduce -5.2% 1,472 $158K
Harvest Fund Management Co., Ltd 0.01% Reduce -75.9% 1,433 $156K
C M Bidwell & Associates Ltd. 0.09% No change 1,401 $153K
Stance Capital LLC 0.09% — 1,398 $152K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,345 $146K
Coppell Advisory Solutions LLC 0.02% Add +10.0% 1,271 $138K
Brooklyn Investment Group 0.04% Add +18.0% 1,217 $131K
Ossiam 0.00% Add +15.7% 1,104 $120K
Hexagon Capital Partners LLC 0.02% Reduce -1.6% 1,059 $115K
Millstone Evans Group, LLC 0.08% — 1,058 $115K
Covestor Ltd 0.07% Add +6.6% 1,046 $114K
Hollencrest Capital Management 0.00% No change 954 $104K
Bay Harbor Wealth Management, LLC 0.03% Add +5.0% 917 $100K
Clearstead Advisors, LLC 0.00% Reduce -11.9% 822 $90K
Adirondack Trust Co. 0.03% No change 815 $89K
Salomon & Ludwin, LLC 0.01% No change 800 $87K
Golden State Wealth Management, LLC 0.01% — 784 $85K
Avior Wealth Management, LLC 0.00% Reduce -10.8% 752 $82K
Aster Capital Management (DIFC) Ltd 0.03% New 738 $80K
General Partner, Inc. 0.05% No change 718 $78K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -17.0% 649 $71K
Versant Capital Management, Inc 0.02% Add +70.7% 642 $70K
Rothschild Investment LLC 0.00% Add +6.0% 641 $70K
Richardson Financial Services Inc. 0.05% Add +16.7% 622 $68K
Group One Trading LLC 0.00% Reduce -54.3% 587 $64K
CVA Family Office, LLC 0.01% Reduce -2.4% 570 $62K
ORG Partners LLC 0.01% Add +2.4% 552 $60K
Reyes Financial Architecture, Inc. 0.05% — 542 $59K
Cornerstone Planning Group LLC 0.01% Add +0.2% 496 $59K
Grove Bank & Trust 0.01% Add +12.3% 520 $57K
AllSquare Wealth Management LLC 0.03% No change 516 $56K
Capital Advisors, Ltd. LLC 0.01% Add +3.9% 501 $55K
Continuum Advisory, LLC 0.01% Add +4.8% 503 $55K
Plante Moran Financial Advisors, LLC 0.00% No change 500 $54K
Riggs Asset Managment Co. Inc. 0.01% No change 500 $54K
Lindbrook Capital, LLC 0.00% Reduce -2.4% 498 $54K
PrairieView Partners, LLC 0.01% No change 500 $54K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 487 $53K
Cromwell Holdings LLC 0.03% Reduce -14.7% 482 $53K
Princeton Global Asset Management LLC 0.01% No change 481 $52K
Oakworth Capital, Inc. 0.00% Add +642.2% 475 $52K
Longview Financial Advisors LLC 0.03% — 473 $52K
MV Capital Management, Inc. 0.01% Add +2.6% 469 $51K
Evermay Wealth Management LLC 0.01% No change 450 $49K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +41.9% 444 $48K
Arlington Trust Co LLC 0.01% No change 440 $48K
St Germain D J Co. Inc. 0.00% No change 440 $48K
Deseret Mutual Benefit Administrators 0.02% No change 428 $47K
Financial Perspectives, Inc 0.01% No change 410 $45K
Winnacle Wealth LLC 0.04% — 410 $44K
Ancora Advisors LLC 0.00% No change 402 $44K
Parkside Financial Bank & Trust 0.01% Add +5.9% 397 $43K
Quarry LP 0.01% New 397 $43K
Hantz Financial Services, Inc. 0.00% No change 396 $43K
Security National Bank 0.01% No change 390 $42K
Financial Management Professionals, Inc. 0.01% No change 382 $42K
R Squared Ltd 0.04% — 360 $39K
TD Waterhouse Canada Inc. 0.00% Add +43.0% 349 $38K
Ameriflex Group, Inc. 0.02% — 329 $37K
DT Investment Partners, LLC 0.00% No change 334 $36K
Fortitude Family Office, LLC 0.01% Add +74.0% 322 $35K
JNBA Financial Advisors 0.00% No change 300 $33K
WealthCollab, LLC 0.02% No change 292 $32K
EverSource Wealth Advisors, LLC 0.00% Add +19.2% 292 $32K
Salem Investment Counselors Inc. 0.00% No change 285 $31K
Whittier Trust Co. 0.00% No change 280 $30K
Creative Financial Designs Inc. 0.00% Reduce -27.0% 273 $30K
WR Wealth Planners, LLC 0.01% Add +12.4% 271 $30K
LRI Investments, LLC 0.00% No change 266 $29K
Hager Investment Management Services, LLC 0.02% — 265 $29K
CNB Bank 0.01% Reduce -0.5% 219 $24K
Meeder Asset Management Inc. 0.00% Reduce -97.0% 214 $23K
JFS Wealth Advisors, LLC 0.00% No change 212 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 210 $23K
Community Bank, N.A. 0.00% No change 210 $23K
Bell Investment Advisors, Inc 0.00% Reduce -12.4% 205 $22K
AdvisorNet Financial, Inc 0.00% Add +29.1% 191 $21K
Ethos Financial Group, LLC 0.00% New 189 $21K
Byrne Asset Management LLC 0.02% Reduce -21.9% 186 $20K
Armstrong Advisory Group, Inc. 0.00% No change 169 $18K
Arax Advisory Partners 0.00% Add +17.0% 158 $17K
Whipplewood Advisors, LLC 0.01% — 158 $17K
Evelyn Partners Investment Management LLP 0.00% — 154 $17K
Valued Wealth Advisors LLC 0.01% Add +1.3% 153 $17K
Westside Investment Management, Inc. 0.00% No change 150 $16K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +52.0% 149 $16K
Bellwether Advisors, LLC 0.00% New 144 $16K
HHM Wealth Advisors, LLC 0.00% No change 140 $15K
Farmers & Merchants Investments Inc. 0.00% No change 140 $15K
Rise Advisors, LLC 0.01% Add +4.0% 130 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -85.6% 129 $14K
PFG Private Wealth Management, LLC 0.01% No change 126 $14K
Financially Speaking Inc 0.01% — 122 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 120 $13K
Crews Bank & Trust 0.00% — 120 $13K
REAP Financial Group, LLC 0.00% Add +1.8% 114 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $12K
GW&K Investment Management, LLC 0.00% No change 99 $11K
Proffitt & Goodson Inc. 0.00% No change 101 $11K
New Millennium Group LLC 0.01% Reduce -99.0% 100 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $11K
Laurel Wealth Advisors LLC 0.00% No change 100 $11K
Talon Private Wealth, LLC 0.00% Add +2.1% 99 $11K
WPG Advisers, LLC 0.01% — 99 $11K
Quest 10 Wealth Builders, Inc. 0.01% — 91 $10K
Aspect Partners, LLC 0.01% No change 87 $9K
Private Wealth Management Group, LLC 0.00% Add +3.6% 86 $9K
Rakuten Securities, Inc. 0.00% Add +196.6% 86 $9K
West Oak Capital, LLC 0.00% No change 85 $9K
Avion Wealth 0.00% Add +4.2% 74 $8K
High Note Wealth, LLC 0.00% New 73 $8K
Sierra Ocean, LLC 0.01% — 71 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $8K
Capital A Wealth Management, LLC 0.01% — 67 $7K
Atala Financial Inc 0.01% — 66 $7K
Valley National Advisers Inc. 0.00% New 69 $7K
Frazier Financial Advisors, LLC 0.01% Reduce -65.1% 59 $6K
Decker Retirement Planning Inc. 0.00% — 58 $6K
Global Wealth Strategies & Associates 0.00% No change 57 $6K
RE Dickinson Investment Advisors, LLC 0.01% No change 57 $6K
Synergy Investment Management, LLC 0.00% — 56 $6K
IAG Wealth Partners, LLC 0.00% No change 56 $6K
Kozak & Associates, Inc. 0.00% Add +35.0% 54 $6K
Menard Financial Group LLC 0.00% Reduce -98.8% 54 $6K
Red Tortoise LLC 0.00% No change 54 $6K
Dunhill Financial, LLC 0.00% Reduce -58.3% 53 $6K
Addison Advisors LLC 0.00% Reduce -47.0% 53 $6K
West Paces Advisors Inc. 0.00% No change 53 $6K
Harbor Investment Advisory, LLC 0.00% No change 52 $6K
Eagle Bay Advisors LLC 0.00% Reduce -26.1% 51 $6K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.7% 50 $5K
Bruce G. Allen Investments, LLC 0.00% No change 48 $5K
SJS Investment Consulting Inc. 0.00% Reduce -11.5% 46 $5K
Prestige Wealth Management Group LLC 0.00% No change 44 $5K
Carolinas Wealth Consulting LLC 0.00% Reduce -54.6% 44 $5K
Capital & Planning, LLC 0.00% — 40 $4K
Heritage Wealth Advisors 0.00% Add +21.9% 39 $4K
Pittenger & Anderson Inc. 0.00% No change 38 $4K
Cape Investment Advisory, Inc. 0.00% Add +15.6% 37 $4K
Pinnacle Bancorp, Inc. 0.00% Reduce -36.0% 32 $3K
Altshuler Shaham Ltd 0.00% New 32 $3K
Trifecta Capital Advisors, LLC 0.00% No change 31 $3K
MCF Advisors LLC 0.00% Reduce -13.9% 31 $3K
Lee Danner & Bass Inc. 0.00% New 29 $3K
Pineridge Advisors LLC 0.00% Reduce -9.7% 28 $3K
Beacon Capital Management, LLC 0.00% No change 28 $3K
Asset Dedication, LLC 0.00% No change 26 $3K
Redwood Park Advisors LLC 0.00% — 22 $2K
GHP Investment Advisors, Inc. 0.00% No change 22 $2K
Sachetta, LLC 0.00% Add +5.3% 20 $2K
SBI Securities Co., Ltd. 0.00% — 20 $2K
Legacy Investment Solutions, LLC 0.00% Add +66.7% 20 $2K
Legacy Wealth Managment, LLC 0.00% Add +66.7% 20 $2K
Riverview Trust Co 0.00% New 18 $2K
TFC Financial Management, Inc. 0.00% No change 17 $2K
True Wealth Design, LLC 0.00% No change 16 $2K
North Star Investment Management Corp. 0.00% No change 16 $2K
NewSquare Capital LLC 0.00% New 13 $1K
Zions Bancorporation, N.A. 0.00% No change 13 $1K
WealthTrak Capital Management LLC 0.00% — 12 $1K
Caitong International Asset Management Co., Ltd 0.00% — 11 $1K
BankPlus Trust Department 0.00% — 11 $1K
Raffa Wealth Management, LLC 0.00% No change 11 $1K
Parkworth Wealth Management, Inc. 0.00% — 10 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 10 $1K
Nvwm, LLC 0.00% No change 10 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
Trust Co. of Vermont 0.00% No change 9 $980
Highline Wealth Partners LLC 0.00% Reduce -20.0% 8 $871
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 7 $763
Tradewinds Capital Management, LLC 0.00% No change 7 $763
Abound Wealth Management 0.00% No change 6 $654
Lanark Financial, Inc. 0.05% — 5 $548
Principia Wealth Advisory, LLC 0.00% — 5 $545
Sugar Maple Asset Management, LLC 0.00% New 5 $545
Transce3nd, LLC 0.00% — 5 $545
Crewe Advisors LLC 0.00% New 4 $436
Country Trust Bank 0.00% Reduce -42.9% 4 $436
Ruedi Wealth Management, Inc. 0.00% No change 3 $327
Fairfield Financial Advisors, LTD 0.00% No change 2 $210
WestEnd Advisors, LLC 0.00% No change 1 $109

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