PultegroupPHM

13F holders, Q1 2025 (March 31)
962holders −22
107new positions
129sold out
8famous investors
$102.76avg. 13F price*

At the end of Q1 2025, 962 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, down 22 from Q4 2024. 107 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($2.2B) and Franklin Resources Inc. ($1.3B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions107$267.3M
Exits129$269.6M

All 13F filers, Q4 2024 → Q1 2025: 13,533,922 shares bought and 14,595,892 shares sold, net −1,061,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 962 holders

Vanguard Group Inc. 0.04% Reduce -0.9% 23,487,789 $2.4B
BlackRock, Inc. 0.05% Reduce -2.3% 21,784,293 $2.2B
Franklin Resources Inc. 0.37% Add +2.2% 12,195,573 $1.3B
State Street Corp. 0.04% Reduce -6.5% 10,036,601 $1.0B
FMR LLC 0.05% Add +7.5% 7,727,023 $794.3M
Greenhaven Associates Inc. 9.13% Add +0.1% 5,587,328 $574.4M
Geode Capital Management, LLC 0.04% Add +3.0% 5,274,330 $540.5M
Norges Bank 0.06% Reduce -1.8% 3,856,814 $396.5M
Dimensional Fund Advisors LP 0.10% Reduce -8.6% 3,748,026 $385.2M
JPMorgan Chase & Co. 0.03% Add +37.0% 3,486,330 $358.4M
Morgan Stanley 0.02% Reduce -2.4% 3,081,063 $316.7M
LSV Asset Management 0.72% Reduce -3.9% 2,912,472 $299.4M
Invesco Ltd. 0.05% Reduce -8.6% 2,611,224 $268.4M
Ameriprise Financial Inc. 0.07% Add +11.8% 2,570,022 $264.2M
First Trust Advisors LP 0.23% Add +136.2% 2,516,178 $258.7M
Northern Trust Corp. 0.04% Reduce -5.0% 2,304,860 $236.9M
Nuveen, LLC 0.06% — 2,072,884 $213.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +0.1% 2,036,295 $209.3M
Deutsche Bank AG 0.07% Reduce -1.2% 1,837,023 $188.8M
Goldman Sachs Group Inc. 0.03% Add +4.8% 1,728,374 $177.7M
T. Rowe Price Associates Inc. 0.02% Add +21.2% 1,579,792 $162.4M
Bank of America Corp. 0.01% Add +2.8% 1,552,371 $159.6M
Legal & General Group Plc 0.04% Reduce -0.8% 1,522,484 $156.5M
Bank of New York Mellon Corp 0.03% Reduce -5.4% 1,436,012 $147.6M
Victory Capital Management Inc. 0.15% Add +25.6% 1,397,409 $143.7M
Charles Schwab Investment Management Inc. 0.03% Add +1.7% 1,374,328 $141.3M
Caisse de depot et placement du Quebec 0.30% Add +10.8% 1,371,589 $141.0M
HSBC Holdings PLC 0.09% Reduce -4.0% 1,320,876 $135.7M
Squarepoint Ops LLC 0.32% Add +70.4% 1,270,548 $130.6M
Pacer Advisors, Inc. 0.31% Add +2586.8% 1,166,902 $120.0M
Citadel Advisors 0.12% Reduce -3.0% 1,159,423 $119.2M
Bridgewater Associates 0.50% Add +34.1% 1,050,725 $108.0M
AustralianSuper Pty Ltd 0.60% Add +219.2% 1,039,107 $106.8M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -21.6% 985,173 $101.3M
Captrust Financial Advisors 0.25% Reduce -1.8% 979,525 $100.7M
Qube Research & Technologies Ltd 0.15% Add +24.7% 966,331 $99.3M
Amundi 0.04% Reduce -39.3% 994,155 $97.2M
Nordea Investment Management AB 0.09% Reduce -38.7% 872,843 $88.7M
UBS Group AG 0.02% Reduce -17.4% 860,819 $88.5M
Citigroup Inc. 0.06% Add +25.2% 796,297 $81.9M
BNP Paribas Financial Markets 0.06% Add +69.1% 757,103 $77.8M
Barclays PLC 0.03% Add +19.9% 734,210 $75.5M
Allspring Global Investments Holdings, LLC 0.13% Add +4.5% 715,783 $73.8M
Man Group plc 0.22% Reduce -30.5% 687,102 $70.6M
Clark Capital Management Group, Inc. 0.46% Reduce -18.6% 624,148 $64.2M
Assetmark, Inc. 0.17% Add +0.5% 618,601 $63.6M
Pictet Asset Management Holding SA 0.07% Add +1.9% 584,739 $60.1M
Swiss National Bank 0.04% Reduce -1.3% 578,500 $59.5M
Swedbank AB 0.08% Reduce -0.9% 559,337 $57.5M
Allianz Asset Management GmbH 0.08% Reduce -24.0% 539,216 $55.4M
CANADA LIFE ASSURANCE Co 0.10% Add +53.8% 527,593 $54.3M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.1% 525,662 $54.0M
Wells Fargo & Company 0.01% Reduce -27.8% 520,993 $53.6M
Alyeska Investment Group, L.P. 0.21% New 518,112 $53.3M
Russell Investments Group, Ltd. 0.07% Reduce -17.4% 515,224 $53.0M
Voloridge Investment Management, LLC 0.19% Add +17.0% 506,570 $52.1M
Raymond James Financial Inc. 0.02% Reduce -12.4% 486,302 $50.0M
AQR Capital Management 0.05% Reduce -66.9% 483,643 $48.7M
Danske Bank A/S 0.15% Add +75.2% 464,808 $47.8M
Homestead Advisers Corp 1.15% No change 455,800 $46.9M
National Pension Service 0.04% Add +13.3% 453,480 $46.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +26.2% 433,815 $44.6M
Rhumbline Advisers 0.04% Add +10.1% 432,341 $44.4M
Marshall Wace, LLP 0.06% Add +102.8% 431,009 $44.3M
Brandywine Global Investment Management, LLC 0.30% Add +9.7% 406,254 $41.8M
QRG Capital Management, Inc. 0.41% Reduce -2.2% 386,223 $39.7M
California Public Employees Retirement System 0.03% Reduce -0.0% 369,994 $38.0M
Mackenzie Financial Corp. 0.05% Add +2.0% 364,118 $37.4M
LPL Financial LLC 0.01% Reduce -8.8% 356,020 $36.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +10.6% 349,906 $36.0M
American Century Companies Inc. 0.02% Add +8.9% 317,008 $32.6M
Envestnet Asset Management Inc. 0.01% Add +0.9% 315,927 $32.5M
Cohen & Steers, Inc. 0.06% New 313,394 $32.2M
Vest Financial, LLC 0.50% Add +1311.3% 312,723 $32.1M
Royal Bank of Canada 0.01% Reduce -30.5% 310,959 $32.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.23% — 307,331 $31.6M
GMO 0.10% Add +7.1% 299,703 $30.8M
Point72 Asset Management 0.09% New 296,926 $30.5M
Canada Pension Plan Investment Board 0.03% Add +87.6% 294,808 $30.3M
O'shaughnessy Asset Management, LLC 0.24% Reduce -13.8% 294,368 $30.3M
California State Teachers Retirement System 0.04% Reduce -1.9% 290,233 $29.8M
Aware Super Pty Ltd as trustee of Aware Super 0.50% No change 284,892 $29.3M
Mercer Global Advisors Inc. 0.07% Reduce -4.8% 278,469 $28.6M
Teacher Retirement System of Texas 0.12% Reduce -14.9% 269,667 $27.7M
Principal Financial Group Inc. 0.02% Reduce -3.0% 269,649 $27.7M
Edmond DE Rothschild Holding S.A. 0.48% Add +7.4% 265,000 $27.2M
Alliancebernstein L.P. 0.01% Reduce -53.2% 258,951 $26.6M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +1.1% 253,459 $26.1M
Storebrand Asset Management As 0.08% Reduce -0.6% 250,297 $25.7M
Korea Investment CORP 0.06% Add +31.1% 240,826 $24.8M
New York State Teachers Retirement System 0.06% Reduce -6.3% 240,354 $24.7M
Winslow Asset Management Inc. 5.39% Reduce -2.5% 237,772 $24.4M
State Board of Administration of Florida Retirement System 0.05% Reduce -1.9% 236,305 $24.3M
Macquarie Group Ltd. 0.03% Add +3.0% 226,173 $23.3M
Woodline Partners LP 0.15% Add +13.0% 225,440 $23.2M
Shelton Capital Management 0.54% Add +123.5% 219,897 $22.6M
Sei Investments Co. 0.03% Reduce -8.1% 210,381 $21.6M
Robeco Institutional Asset Management B.V. 0.04% Reduce -65.2% 208,856 $21.5M
Quantinno Capital Management LP 0.14% Add +212.3% 207,217 $21.3M
Zacks Investment Management 0.18% Reduce -10.5% 192,791 $19.8M
Eisler Capital Management Ltd. 0.59% New 192,500 $19.8M
Moran Wealth Management, LLC 0.66% Reduce -23.2% 190,627 $19.6M
Dana Investment Advisors, Inc. 0.70% Reduce -0.3% 188,697 $19.4M
Bank of Montreal 0.01% Reduce -23.2% 187,021 $19.2M
Schroder Investment Management Group 0.02% Reduce -22.5% 182,962 $18.6M
Prudential Financial Inc. 0.03% Add +23.9% 176,568 $18.2M
National Bank of Canada 0.02% Add +47.9% 170,929 $17.6M
AEGON ASSET MANAGEMENT UK Plc 0.25% Reduce -2.0% 168,580 $17.3M
Natixis Advisors, LLC 0.03% Add +6.9% 159,846 $16.4M
Clough Capital Partners L P 2.06% Add +29.4% 159,139 $16.4M
Rafferty Asset Management, LLC 0.07% Reduce -0.3% 158,779 $16.3M
Distillate Capital Partners LLC 0.82% Reduce -7.6% 155,314 $16.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +3.8% 154,634 $15.9M
KLP Kapitalforvaltning As 0.08% Add +0.8% 152,364 $15.7M
State of Wisconsin Investment Board 0.04% Add +8.1% 149,610 $15.4M
Aviva PLC 0.04% Add +15.1% 149,290 $15.3M
Empowered Funds, LLC 0.21% Add +5.2% 145,070 $14.9M
Berkshire Asset Management LLC 0.71% Reduce -1.7% 143,009 $14.8M
Jackson Hill Advisors, LLC 8.00% Reduce -11.1% 142,250 $14.6M
Andra AP-fonden 0.24% Reduce -43.5% 141,300 $14.5M
SCS Capital Management LLC 0.18% New 140,774 $14.5M
Eastern Bank 0.28% Reduce -3.5% 137,720 $14.2M
Long Pond Capital, LP 0.94% New 137,655 $14.2M
Basswood Capital Management, L.L.C. 0.78% No change 135,730 $14.0M
Aptus Capital Advisors, LLC 0.16% Add +7.9% 134,627 $13.8M
Railway Pension Investments Ltd 0.20% Reduce -6.4% 134,539 $13.8M
NorthCrest Asset Manangement, LLC 0.40% Add +3.0% 128,929 $13.3M
Treasurer of the State of North Carolina 0.05% Add +3.0% 128,534 $13.2M
Systematic Financial Management LP 0.37% Add +1.2% 127,533 $13.1M
Credit Agricole S A 0.05% Reduce -35.7% 127,134 $13.1M
Walleye Capital LLC 0.16% Add +510.4% 126,428 $13.0M
Loomis Sayles & Co. L P 0.02% Reduce -2.6% 123,854 $12.7M
State of Tennessee, Department of Treasury 0.05% Add +17.4% 122,764 $12.6M
New York State Common Retirement Fund 0.02% Add +1.7% 122,223 $12.6M
Vontobel Holding Ltd. 0.05% Add +7.6% 121,338 $12.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.5% 120,014 $12.3M
Panagora Asset Management Inc. 0.06% Reduce -1.5% 117,791 $12.1M
Rockefeller Capital Management L.P. 0.03% Reduce -15.3% 117,228 $12.1M
Royal London Asset Management Ltd. 0.03% Add +6.0% 115,151 $11.8M
PGGM Investments 0.16% Reduce -2.0% 114,063 $11.7M
Achmea Investment Management B.V. 0.17% Reduce -6.3% 111,737 $11.5M
Corient Private Wealth LP 0.02% Reduce -2.8% 110,979 $11.4M
Oddo BHF Asset Management Sas 0.47% Reduce -1.6% 110,760 $11.4M
Patten & Patten Inc. 0.74% Reduce -0.8% 107,790 $11.1M
FIL Ltd 0.01% Reduce -15.3% 107,212 $11.0M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.3% 106,468 $10.9M
Cambria Investment Management, L.P. 0.75% Reduce -12.4% 104,930 $10.8M
APG Asset Management N.V. 0.03% Reduce -1.7% 111,700 $10.6M
Eagle Capital Management LLC 0.04% New 102,164 $10.5M
AE Wealth Management LLC 0.09% Reduce -0.0% 100,889 $10.4M
Toronto Dominion Bank 0.03% Reduce -10.6% 98,357 $10.1M
Nisa Investment Advisors, LLC 0.05% Add +1.0% 97,035 $10.0M
Leuthold Group, LLC 1.29% Reduce -6.7% 96,752 $9.9M
Nomura Asset Management Co. Ltd. 0.03% Add +1.0% 96,370 $9.9M
Schonfeld Strategic Advisors LLC 0.07% New 96,027 $9.9M
Wealthfront Advisers LLC 0.03% Add +5.4% 94,533 $9.7M
DekaBank Deutsche Girozentrale 0.02% Reduce -6.7% 96,427 $9.7M
Cetera Investment Advisers 0.02% Reduce -4.7% 93,414 $9.6M
Susquehanna International Group, LLP 0.02% Reduce -19.6% 92,157 $9.5M
Globeflex Capital L P 0.87% No change 91,706 $9.4M
Ensign Peak Advisors, Inc 0.02% Reduce -9.7% 91,350 $9.4M
Kingsview Wealth Management, LLC 0.17% Add +2710.0% 89,188 $9.2M
Forsta Ap-Fonden 0.07% Add +105.1% 89,000 $9.1M
Illinois Municipal Retirement Fund 0.13% Add +11.8% 87,647 $9.0M
Asset Management One Co., Ltd. 0.03% Reduce -2.2% 87,296 $9.0M
TD Asset Management Inc 0.01% Reduce -29.2% 86,565 $8.9M
Elk River Wealth Management LLC 1.63% Add +0.3% 84,577 $8.7M
State of Michigan Retirement System 0.05% Reduce -0.9% 80,569 $8.3M
Royce & Associates LP 0.09% Reduce -5.5% 79,871 $8.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.46% No change 78,952 $8.1M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -7.3% 78,000 $8.0M
Handelsbanken Fonder AB 0.03% Reduce -9.0% 77,368 $8.0M
Edgestream Partners, L.P. 0.27% Add +2686.9% 77,310 $7.9M
Foster & Motley Inc. 0.49% Add +5.9% 75,750 $7.8M
Public Employees Retirement System of Ohio 0.03% Reduce -13.3% 75,026 $7.7M
Millennium Management 0.01% Reduce -88.3% 74,757 $7.7M
Verition Fund Management LLC 0.04% Reduce -28.4% 73,733 $7.6M
Resona Asset Management Co.,Ltd. 0.04% Add +2.5% 71,901 $7.4M
Sanctuary Advisors, LLC 0.05% Reduce -33.8% 70,638 $7.3M
Comerica Bank 0.03% Reduce -4.3% 68,248 $7.0M
Regions Financial Corp. 0.05% Reduce -70.9% 67,846 $7.0M
Tounjian Advisory Partners, LLC 1.28% — 66,278 $6.8M
Osaic Holdings, Inc. 0.02% Reduce -42.3% 66,129 $6.8M
Clearbridge Investments, LLC 0.01% Add +36.1% 66,135 $6.8M
Holowesko Partners Ltd. 2.54% New 66,000 $6.8M
Bogart Wealth, LLC 0.32% Add +2.6% 65,364 $6.7M
Patton Albertson Miller Group, LLC 0.99% Reduce -15.0% 64,998 $6.7M
Truist Financial Corp. 0.01% Reduce -44.3% 64,420 $6.6M
Third Avenue Management LLC 1.32% New 63,800 $6.6M
Bank of Nova Scotia 0.01% Reduce -57.2% 63,732 $6.6M
Pathstone Holdings, LLC 0.03% Add +20.6% 63,238 $6.5M
STRS Ohio 0.03% Reduce -9.0% 62,907 $6.5M
Neuberger Berman Group LLC 0.01% Reduce -28.4% 62,753 $6.5M
Voya Investment Management LLC 0.01% Add +0.3% 62,529 $6.4M
Vinva Investment Management Ltd 0.25% Add +341.1% 60,666 $6.2M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +376.6% 59,498 $6.1M
Arizona State Retirement System 0.04% Reduce -1.6% 59,307 $6.1M
Aberdeen Group plc 0.01% Reduce -2.6% 59,745 $6.1M
KBC Group NV 0.02% Reduce -61.8% 59,042 $6.1M
Swiss Life Asset Management Ltd 0.04% Add +65.8% 56,312 $5.8M
NorthCoast Asset Management LLC 0.03% Add +18.5% 56,195 $5.8M
CWA Asset Management Group, LLC 0.28% Add +3.1% 56,032 $5.8M
Kinsale Capital Group, Inc. 1.39% Add +18.4% 54,929 $5.6M
State of New Jersey Common Pension Fund D 0.03% Reduce -23.6% 54,225 $5.6M
MML Investors Services, LLC 0.02% Add +2.5% 53,852 $5.5M
Commonwealth Equity Services, LLC 0.01% Reduce -13.4% 53,318 $5.5M
Trexquant Investment LP 0.06% Add +192.6% 53,105 $5.5M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 52,608 $5.4M
Financial Strategies Group, Inc. 1.27% New 56,569 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +11.7% 52,149 $5.4M
Van Eck Associates Corp. 0.01% Add +2.7% 51,280 $5.3M
RBF Capital, LLC 0.32% No change 50,000 $5.1M
WINTON GROUP Ltd 0.31% New 49,808 $5.1M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -19.2% 49,800 $5.1M
Corebridge Financial, Inc. 0.03% Reduce -5.0% 49,374 $5.1M
Mariner, LLC 0.01% Add +15.4% 49,325 $5.1M
Seascape Capital Management 1.76% Reduce -1.6% 49,076 $5.0M
IFM Investors Pty Ltd 0.05% No change 48,557 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.2% 48,372 $5.0M
Meritage Portfolio Management 0.33% Reduce -1.5% 48,285 $5.0M
Oppenheimer & Co. Inc. 0.07% Reduce -3.2% 48,066 $4.9M
Kessler Investment Group, LLC 2.38% New 47,499 $4.9M
Ritholtz Wealth Management 0.15% Reduce -36.0% 47,263 $4.9M
Czech National Bank 0.04% Add +4.6% 46,501 $4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +6.2% 46,300 $4.8M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.6% 45,537 $4.7M
Cibc World Markets Corp. 0.04% Add +38.9% 45,125 $4.6M
ProShare Advisors LLC 0.01% Add +5.4% 44,224 $4.5M
Retirement Systems of Alabama 0.02% Reduce -80.3% 43,508 $4.5M
Twin Capital Management Inc. 0.52% Reduce -2.3% 43,449 $4.5M
SummitTX Capital, L.P. 0.20% — 43,023 $4.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +5.2% 42,707 $4.4M
Howard Capital Management, LLC 0.11% Reduce -0.5% 42,560 $4.4M
Monument Capital Management 1.34% Reduce -0.1% 42,352 $4.4M
Vanguard Personalized Indexing Management, LLC 0.06% Add +8.5% 42,272 $4.3M
Ruffer LLP 0.17% Add +45.0% 42,245 $4.3M
Argyle Capital Management, LLC 1.61% Reduce -0.1% 42,191 $4.3M
Candriam S.C.A. 0.03% Add +1543.8% 42,000 $4.3M
Old Second National Bank of Aurora 1.01% Add +1.1% 41,759 $4.3M
NBW Capital LLC 0.94% Reduce -21.6% 41,426 $4.3M
Waverly Advisors, LLC 0.05% New 41,426 $4.3M
Hudson Capital Management LLC 1.34% Add +8.6% 41,305 $4.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -55.6% 41,179 $4.2M
PNC Financial Services Group, Inc. 0.00% Add +3.0% 41,047 $4.2M
Glenmede Trust Co. NA 0.02% Add +0.7% 40,438 $4.2M
Amalgamated Bank 0.04% Add +0.2% 40,274 $4.1M
Glenview Trust Co 0.08% Add +0.1% 39,892 $4.1M
Park Avenue Securities LLC 0.05% Add +5.4% 39,776 $4.1M
Cibc World Market Inc. 0.01% Reduce -0.8% 39,421 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -1.3% 39,228 $4.0M
Janney Montgomery Scott LLC 0.01% Reduce -85.3% 39,064 $4.0M
Xponance LLC 0.04% Add +38.6% 38,993 $4.0M
Wedge Capital Management L L P 0.08% Add +18.4% 38,893 $4.0M
Larson Financial Group LLC 0.19% Add +5.5% 38,726 $4.0M
Prevail Innovative Wealth Advisors, LLC 1.05% New 38,354 $3.9M
Hendershot Investments Inc. 0.53% Reduce -0.7% 38,214 $3.9M
ING Groep NV 0.03% Reduce -76.1% 37,152 $3.8M
Stifel Financial Corp. 0.00% Reduce -18.6% 37,127 $3.8M
Tredje AP-fonden 0.04% No change 36,955 $3.8M
Caprock Group, LLC 0.12% Add +30.2% 36,817 $3.8M
Intech Investment Management LLC 0.04% Reduce -46.6% 36,365 $3.7M
DNB Asset Management AS 0.02% Add +1.1% 36,313 $3.7M
Federated Hermes, Inc. 0.01% Add +15.2% 36,230 $3.7M
USS Investment Management Ltd 0.03% Reduce -22.9% 36,132 $3.7M
Ethic Inc. 0.07% Reduce -12.2% 35,879 $3.7M
Jane Street Group, LLC 0.01% Reduce -89.5% 35,494 $3.6M
Cerity Partners LLC 0.01% Reduce -23.4% 35,437 $3.6M
Cubist Systematic Strategies, LLC 0.05% New 35,061 $3.6M
Hudson Bay Capital Management LP 0.03% New 34,916 $3.6M
NewEdge Advisors, LLC 0.02% Add +16.1% 34,512 $3.5M
Montag A & Associates Inc. 0.18% Reduce -6.4% 34,195 $3.5M
Orion Porfolio Solutions, LLC 0.03% Add +4.7% 33,988 $3.5M
Orion Portfolio Solutions, LLC 0.03% Add +4.7% 33,988 $3.5M
Utah Retirement Systems 0.04% No change 33,876 $3.5M
Level Four Advisory Services, LLC 0.14% Add +5.4% 32,521 $3.3M
Blair William & Co. 0.01% Reduce -5.4% 32,300 $3.3M
Assenagon Asset Management S.A. 0.01% Reduce -17.3% 32,299 $3.3M
Shayne & Jacobs, LLC 0.81% Add +4.5% 32,192 $3.3M
Occudo Quantitative Strategies LP 0.43% New 31,930 $3.2M
CIBC Asset Management Inc 0.01% Reduce -1.4% 31,550 $3.2M
River Wealth Advisors LLC 0.45% Reduce -1.4% 31,198 $3.2M
Tidal Investments LLC 0.03% Reduce -86.1% 31,015 $3.2M
Yousif Capital Management, LLC 0.04% Reduce -1.6% 30,918 $3.2M
Meiji Yasuda Asset Management Co Ltd. 0.13% Reduce -5.3% 30,915 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -11.6% 30,402 $3.1M
New York Life Investment Management LLC 0.03% Reduce -1.8% 30,068 $3.1M
Daiwa Securities Group Inc. 0.01% Add +7.0% 30,058 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.9% 29,807 $3.1M
Police & Firemen's Retirement System of New Jersey 0.03% No change 29,803 $3.1M
Parallax Volatility Advisers, L.P. 0.12% Reduce -74.1% 29,090 $3.0M
Janus Henderson Group PLC 0.00% Add +4.9% 28,829 $2.9M
Crossmark Global Holdings, Inc. 0.05% Add +79.5% 28,389 $2.9M
Creative Planning 0.00% Add +14.0% 27,827 $2.9M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -68.5% 27,457 $2.8M
Public Sector Pension Investment Board 0.01% Add +7.6% 27,203 $2.8M
Burney Co./ 0.10% Reduce -72.3% 27,109 $2.8M
Baird Financial Group, Inc. 0.01% Reduce -13.7% 26,896 $2.8M
Nissay Asset Management Corp. /Japan 0.02% Add +0.1% 26,391 $2.7M
Ellis Investment Partners, LLC 0.56% Add +2.8% 26,323 $2.7M
1832 Asset Management L.P. 0.01% Add +1.3% 25,612 $2.6M
Generali Asset Management SPA SGR 0.06% Reduce -26.1% 25,228 $2.6M
IFG Advisory, LLC 0.14% Add +4.2% 24,976 $2.6M
Alaska Permanent Fund Corp 0.04% No change 25,009 $2.6M
Nilsine Partners, LLC 0.28% Add +20.3% 24,749 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 24,614 $2.5M
UniSuper Management Pty Ltd 0.02% Add +9.5% 24,289 $2.5M
3Chopt Investment Partners, LLC 0.65% Reduce -8.8% 24,213 $2.5M
Family Manage LLC 0.41% Add +4.8% 24,266 $2.5M
Inspire Investing, LLC 0.29% Add +143.7% 24,059 $2.5M
RFG Advisory, LLC 0.07% Add +1016.7% 24,043 $2.5M
Wbi Investments, LLC 0.64% New 23,806 $2.4M
US Bancorp \de 0.00% Reduce -1.2% 23,797 $2.4M
State of Alaska, Department of Revenue 0.03% Add +1.5% 23,726 $2.4M
Karani Asset Management LLC 2.58% Reduce -27.5% 23,674 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -4.2% 23,561 $2.4M
Todd Asset Management LLC 0.06% No change 23,438 $2.4M
Vident Advisory, LLC 0.03% Add +45.6% 23,181 $2.4M
Avanza Fonder AB 0.08% Reduce -0.6% 22,842 $2.4M
Hennessy Advisors Inc. 0.08% Reduce -2.1% 23,100 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.0% 22,674 $2.3M
OMERS ADMINISTRATION Corp 0.02% Add +22.1% 22,563 $2.3M
Palisade Capital Management, LP 0.08% Add +4.2% 22,393 $2.3M
Dean Investment Associates, LLC 0.34% Add +4.7% 22,384 $2.3M
Wellington Management Group LLP 0.00% Reduce -1.9% 22,102 $2.3M
OP Asset Management Ltd 0.04% — 22,055 $2.3M
Sequoia Financial Advisors, LLC 0.02% Add +11.7% 22,015 $2.3M
Gabelli Funds LLC 0.02% No change 22,000 $2.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -61.9% 21,905 $2.3M
Synovus Financial Corp. 0.03% Add +93.6% 21,716 $2.2M
Pitcairn Co. 0.13% Add +50.1% 21,629 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 21,568 $2.2M
Aster Capital Management (DIFC) Ltd 0.41% Add +2798.2% 21,389 $2.2M
HighTower Advisors, LLC 0.00% Add +3.6% 21,256 $2.2M
Townsquare Capital LLC 0.02% Add +56.6% 21,169 $2.2M
Commerce Bank 0.01% Reduce -15.9% 20,932 $2.2M
M&T Bank Corp 0.01% Reduce -11.7% 20,456 $2.1M
Caxton Associates LLP 0.07% — 20,314 $2.1M
DAVENPORT & Co LLC 0.01% No change 20,218 $2.1M
J. Safra Sarasin Holding AG 0.04% Reduce -88.8% 20,093 $2.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.19% No change 20,000 $2.1M
Vista Investment Partners LLC 0.61% Add +3.7% 19,522 $2.0M
Pinebridge Investments, L.P. 0.02% Reduce -52.0% 19,518 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +19.9% 19,433 $2.0M
Pinnacle Associates Ltd. 0.03% Add +10.5% 19,311 $2.0M
Trail Ridge Investment Advisors, LLC 0.99% No change 18,622 $1.9M
Rakuten Investment Management, Inc. 0.01% — 18,578 $1.9M
AXA S.A. 0.01% Reduce -58.7% 18,384 $1.9M
Venturi Wealth Management, LLC 0.10% Add +15.3% 18,317 $1.9M
Great Lakes Advisors, LLC 0.02% Reduce -58.2% 18,278 $1.9M
Fuller & Thaler Asset Management, Inc. 0.01% Add +18.5% 18,219 $1.9M
D. E. Shaw & Co. 0.00% Add +7.1% 18,200 $1.9M
&partners 0.02% Reduce -17.8% 18,258 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -21.7% 18,018 $1.8M
Mediolanum International Funds Ltd 0.03% Reduce -50.5% 18,036 $1.8M
Commons Capital, LLC 1.68% New 17,760 $1.8M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.1% 17,421 $1.8M
Sterling Capital Management LLC 0.03% Reduce -7.0% 17,304 $1.8M
Chesley Taft & Associates LLC 0.09% Reduce -10.6% 17,293 $1.8M
CCM Investment Group, LLC 0.19% Add +15.8% 17,399 $1.8M
Wright Investors Service Inc. 0.58% Reduce -28.7% 17,065 $1.8M
Qsemble Capital Management, LP 0.19% Add +109.7% 17,050 $1.8M
Virtus Family Office LLC 2.20% Reduce -0.8% 16,650 $1.7M
Mizuho Securities USA LLC 0.04% Reduce -16.6% 16,211 $1.7M
Elo Mutual Pension Insurance Co 0.04% Reduce -29.6% 15,921 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Add +3.4% 15,829 $1.6M
Roof Eidam Maycock Peralta, LLC 0.42% Add +7.9% 15,415 $1.6M
Merit Financial Group, LLC 0.02% Add +20.4% 15,388 $1.6M
Atria Investments, Inc 0.02% Add +25.7% 15,344 $1.6M
Inlet Private Wealth, LLC 0.40% Add +2.6% 15,135 $1.6M
Polymer Capital Management (US) LLC 0.47% New 15,082 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -79.3% 14,878 $1.5M
Huntington National Bank 0.01% Add +42.4% 14,631 $1.5M
Vestcor Inc 0.05% Add +0.1% 14,484 $1.5M
Cwm, LLC 0.01% Reduce -5.2% 14,433 $1.5M
Bayview Asset Management, LLC 1.65% Add +22.2% 14,287 $1.5M
EFG Asset Management (Americas) Corp. 0.29% Add +1.8% 14,168 $1.5M
New Age Alpha Advisors, LLC 0.06% Reduce -22.1% 13,938 $1.4M
Kentucky Retirement Systems 0.04% Reduce -2.4% 13,922 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.6% 13,764 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -53.0% 13,750 $1.4M
Gotham Asset Management 0.01% Add +79.8% 13,602 $1.4M
Principal Securities, Inc. 0.03% No change 12,790 $1.4M
NEOS Investment Management LLC 0.03% Add +22.8% 13,489 $1.4M
Logan Capital Management Inc. 0.06% Add +5.1% 13,439 $1.4M
Clarius Group, LLC 0.09% Add +93.0% 13,310 $1.4M
Systematic Alpha Investments, LLC 0.05% No change 13,088 $1.3M
AXS Investments LLC 0.36% Reduce -33.7% 12,795 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -2.3% 12,779 $1.3M
Centiva Capital, LP 0.08% Reduce -40.1% 12,779 $1.3M
Advisory Services Network, LLC 0.03% Add +4.8% 12,767 $1.3M
iA Global Asset Management Inc. 0.02% New 12,701 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -21.5% 12,653 $1.3M
Centennial Bank 0.61% Reduce -0.5% 12,547 $1.3M
Focus Partners Wealth 0.00% Add +20.3% 12,517 $1.3M
Hartford Investment Management Co. 0.04% Reduce -2.5% 12,506 $1.3M
Gulf International Bank (UK) Ltd 0.04% Reduce -29.8% 12,227 $1.3M
Darwin Wealth Management, LLC 0.42% No change 11,496 $1.3M
Vista Investment Partners Ii, LLC 0.69% Add +37.8% 12,119 $1.2M
Dean Capital Management 0.54% Add +2.6% 12,079 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -43.8% 11,006 $1.2M
Institute for Wealth Management, LLC. 0.16% Add +15.5% 11,870 $1.2M
JT Stratford LLC 0.21% Reduce -10.0% 11,603 $1.2M
Shell Asset Management Co. 0.06% Reduce -2.4% 11,593 $1.2M
Meiji Yasuda Life Insurance Co 0.02% Reduce -10.3% 11,544 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.5% 11,532 $1.2M
UMB Bank, n.a. 0.02% Add +1.6% 11,443 $1.2M
Caisse Des Depots Et Consignations 0.06% No change 11,342 $1.2M
Natixis 0.01% New 11,288 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 10,900 $1.1M
Wolverine Trading, LLC 0.04% Reduce -42.7% 10,976 $1.1M
Aspire Private Capital, LLC 0.28% Add +6.9% 10,838 $1.1M
X-Square Capital, LLC 0.47% Reduce -0.4% 10,750 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +16.7% 10,656 $1.1M
Norinchukin Bank, The 0.02% Add +14.4% 10,656 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -2.9% 10,633 $1.1M
Unison Advisors LLC 0.14% Add +0.2% 10,529 $1.1M
BNP Paribas 0.04% No change 10,457 $1.1M
Capital Fund Management S.A. 0.01% Reduce -89.5% 10,447 $1.1M
AlphaQuest LLC 0.12% Reduce -37.9% 10,408 $1.1M
Pensionfund Sabic 0.32% Reduce -13.3% 10,400 $1.1M
Advisors Asset Management, Inc. 0.02% Add +18.2% 10,368 $1.1M
Coastline Trust Co 0.13% Add +7.4% 10,303 $1.1M
Integrity Alliance, Llc. 0.04% New 10,172 $1.0M
Meridian Wealth Management, LLC 0.05% Reduce -23.6% 10,108 $1.0M
Checchi Capital Advisers, LLC 0.07% Reduce -0.1% 10,106 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 10,082 $1.0M
Fiduciary Family Office, LLC 0.34% New 10,008 $1.0M
Washington Capital Management, Inc. 0.83% No change 10,000 $1.0M
NJ State Employees Deferred Compensation Plan 0.13% No change 10,000 $1.0M
Cetera Trust Company, N.A 0.65% Add +8.5% 9,922 $1.0M
Crestwood Advisors Group, LLC 0.02% New 9,794 $1.0M
Trivant Custom Portfolio Group, LLC 0.58% Reduce -31.6% 9,764 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +6.4% 10,759 $990K
Inspire Advisors, LLC 0.11% Add +5.7% 9,566 $983K
New Mexico Educational Retirement Board 0.04% Reduce -4.0% 9,538 $981K
Maryland State Retirement & Pension System 0.02% Reduce -12.4% 9,532 $980K
SG Americas Securities, LLC 0.00% Reduce -92.7% 9,528 $979K
Steward Partners Investment Advisory, LLC 0.01% Reduce -56.8% 9,511 $978K
Lord, Abbett & Co. LLC 0.00% Reduce -97.9% 9,427 $969K
Transcend Capital Advisors, LLC 0.07% Reduce -11.5% 9,389 $965K
Jennison Associates LLC 0.00% No change 9,379 $964K
Metis Global Partners, LLC 0.03% Add +14.8% 9,365 $963K
United Capital Financial Advisors, LLC 0.01% Add +11.6% 9,297 $956K
SRN Advisors, LLC 1.06% Reduce -2.5% 9,218 $948K
Independent Advisor Alliance 0.03% Reduce -8.7% 9,012 $926K
Point72 (DIFC) Ltd 0.09% New 9,008 $926K
E. Ohman J:or Asset Management AB 0.02% No change 8,900 $915K
1900 Wealth Management LLC 0.07% Add +0.0% 8,602 $884K
Fidelis Capital Partners, LLC 0.09% Add +97.9% 8,675 $884K
Atlas Capital Advisors Inc. 0.11% Reduce -5.7% 8,378 $861K
Barden Capital Management, Inc. 0.76% Add +2.0% 8,351 $858K
Allstate Corp. 0.03% Add +33.4% 8,334 $857K
Savant Capital, LLC 0.01% Reduce -53.6% 8,318 $855K
Belpointe Asset Management LLC 0.04% Add +153.7% 8,314 $855K
William B. Walkup & Associates, Inc. 0.52% No change 8,276 $851K
Concurrent Investment Advisors, LLC 0.02% Add +87.5% 8,212 $844K
Bessemer Group Inc. 0.00% Reduce -55.7% 8,133 $836K
Midland Wealth Advisors, LLC 0.05% No change 8,121 $835K
FCG Investment Co 0.52% Add +139.3% 8,083 $831K
Lido Advisors, LLC 0.00% Add +168.0% 8,022 $826K
Empirical Finance, LLC 0.05% Add +3.1% 7,956 $818K
Ostrum Asset Management 0.04% Reduce -1.2% 7,954 $818K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.9% 7,948 $817K
River Street Advisors LLC 0.40% Add +8.0% 7,898 $812K
Duncan Williams Asset Management, LLC 0.29% Add +13.3% 7,860 $808K
Kesler, Norman & Wride, LLC 0.15% Add +25.0% 7,742 $796K
Ameritas Advisory Services, LLC 0.03% New 7,720 $794K
Kane Investment Management, Inc. 0.38% Reduce -1.2% 7,685 $790K
Avantax Advisory Services, Inc. 0.00% Reduce -35.5% 7,667 $788K
AlTi Global, Inc. 0.02% Reduce -0.4% 7,641 $786K
AG2R La Mondiale Gestion D'actifs 0.04% — 8,010 $785K
Investment Management Corp of Ontario 0.02% New 7,619 $783K
AIA Group Ltd 0.02% Add +35.7% 7,617 $783K
Guggenheim Capital LLC 0.01% Reduce -20.9% 7,544 $776K
Lombard Odier Asset Management (USA) Corp 0.32% New 7,523 $773K
Kestra Advisory Services, LLC 0.00% Reduce -49.2% 7,457 $767K
HM Payson & Co. 0.01% No change 7,450 $766K
Affinity Investment Advisors, LLC 0.62% Add +0.3% 7,448 $766K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,424 $763K
Bradley Foster & Sargent Inc. 0.01% No change 7,405 $761K
Mach-1 Financial Group, LLC 0.23% New 7,366 $757K
Stance Capital LLC 0.56% Add +423.3% 7,316 $752K
Greenfield Savings Bank 0.37% Add +3.5% 7,302 $751K
Concord Asset Management, LLC 0.17% Add +43.7% 7,418 $750K
Semanteon Capital Management, LP 0.41% Reduce -21.6% 7,284 $749K
Fifth Third Bancorp 0.00% Reduce -2.0% 7,279 $748K
Private Advisor Group, LLC 0.00% Reduce -30.1% 7,273 $748K
Freedom Investment Management, Inc. 0.06% Reduce -55.0% 7,255 $746K
Schechter Investment Advisors, LLC 0.06% Reduce -3.9% 7,201 $740K
Mount Lucas Management LP 0.35% Reduce -53.3% 7,173 $737K
Formidable Asset Management, LLC 0.12% New 7,120 $732K
Atria Wealth Solutions, Inc. 0.01% Reduce -46.5% 6,953 $716K
Gateway Investment Advisers LLC 0.01% Reduce -1.1% 6,959 $715K
LVW Advisors, LLC 0.09% Reduce -27.7% 6,953 $715K
GWN Securities Inc. 0.04% New 6,994 $714K
Concord Wealth Partners 0.12% Add +33.0% 6,912 $711K
Caitlin John, LLC 0.69% Reduce -56.4% 6,873 $707K
Outlook Wealth Advisors, LLC 0.20% Reduce -1.0% 6,850 $704K
Dynamic Technology Lab Private Ltd 0.10% New 6,850 $704K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -1.4% 6,800 $699K
Syon Capital LLC 0.06% Add +41.0% 6,761 $695K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% No change 6,700 $689K
Signaturefd, LLC 0.01% Add +1.9% 6,644 $683K
denkapparat Operations GmbH 0.72% Add +77.7% 6,606 $679K
Cooper Financial Group 0.09% Add +16.1% 6,605 $679K
TFB Advisors LLC 0.19% Reduce -0.3% 6,547 $673K
Denali Advisors LLC 0.08% Add +38.3% 6,523 $671K
V-Square Quantitative Management LLC 0.10% Reduce -0.3% 6,504 $669K
CSS LLC 0.13% Reduce -7.0% 6,490 $667K
Machina Capital S.A.S. 0.20% Reduce -20.2% 6,476 $666K
Cresset Asset Management, LLC 0.00% Add +23.0% 6,442 $664K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 6,439 $662K
Johnson Investment Counsel Inc. 0.01% Reduce -5.5% 6,390 $657K
Nomura Holdings Inc. 0.00% Reduce -78.1% 6,390 $657K
Mgo One Seven LLC 0.03% Reduce -1.6% 6,366 $654K
IFP Advisors, Inc 0.02% Reduce -11.1% 6,297 $649K
Stratos Wealth Partners, LTD. 0.01% Reduce -38.9% 6,252 $643K
Moloney Securities Asset Management, LLC 0.09% Reduce -0.6% 6,208 $638K
Bellwether Advisors, LLC 0.13% Add +4206.3% 6,201 $637K
Banque Cantonale Vaudoise 0.03% — 5,995 $616K
Anchor Investment Management, LLC 0.06% No change 5,974 $614K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -51.4% 5,930 $610K
Sowell Financial Services LLC 0.03% New 5,877 $604K
Strategic Investment Advisors / MI 0.06% Reduce -8.1% 5,857 $602K
Ascent Group, LLC 0.03% Reduce -0.2% 5,801 $596K
Knuff & Co LLC 0.20% Add +28.7% 5,787 $595K
Penserra Capital Management LLC 0.01% Reduce -15.8% 5,619 $576K
GeoWealth Management, LLC 0.02% Add +61.4% 5,561 $572K
MorganRosel Wealth Management, LLC 0.17% Reduce -49.6% 5,545 $570K
Beacon Investment Advisory Services, Inc. 0.03% No change 5,544 $570K
Liberty Wealth Management LLC 0.11% Add +0.0% 5,538 $569K
Moors & Cabot, Inc. 0.03% Reduce -5.2% 5,515 $567K
Wahed Invest LLC 0.10% Add +6.2% 5,492 $565K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -72.2% 5,474 $563K
Axxcess Wealth Management, LLC 0.02% Reduce -11.7% 5,446 $560K
Everhart Financial Group, Inc. 0.08% Reduce -0.3% 5,424 $558K
Patron Partners, LLC 0.30% No change 5,400 $555K
Simplex Trading, LLC 0.02% New 5,293 $544K
Applied Finance Capital Management, LLC 0.04% No change 5,268 $542K
Fieldview Capital Management, LLC 0.08% Reduce -58.9% 5,251 $540K
Snowden Capital Advisors LLC 0.02% Reduce -89.6% 5,231 $539K
CENTRAL TRUST Co 0.01% Reduce -53.0% 5,238 $538K
Kathmere Capital Management, LLC 0.05% Add +2.8% 5,202 $535K
Lanark Financial, Inc. 0.05% — 5,195 $534K
Kestra Investment Management, LLC 0.01% Add +167.4% 5,143 $529K
Aprio Wealth Management, LLC 0.07% Reduce -17.4% 5,139 $528K
Bridgefront Capital, LLC 0.15% New 5,131 $527K
Jump Financial, LLC 0.01% Reduce -69.6% 5,110 $525K
Wedbush Securities Inc. 0.02% Reduce -7.1% 5,086 $523K
Menard Financial Group LLC 0.34% Add +9503.7% 5,186 $523K
Tocqueville Asset Management L.P. 0.01% Add +2.0% 5,062 $520K
Choreo, LLC 0.01% Reduce -24.1% 5,031 $518K
Csenge Advisory Group 0.03% Reduce -20.0% 5,422 $515K
Corient IA LP 0.37% — 5,000 $514K
Lazard Asset Management LLC 0.00% Reduce -81.7% 4,996 $513K
DoubleLine ETF Adviser LP 0.17% New 4,956 $509K
Aldebaran Financial Inc. 0.62% Reduce -19.1% 4,900 $504K
Jones Financial Companies LLLP 0.00% Reduce -16.6% 4,943 $503K
Farringdon Capital, Ltd. 0.25% New 4,879 $502K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $496K
Florida Financial Advisors, LLC 0.20% Add +30.5% 4,832 $496K
Cinctive Capital Management LP 0.04% New 4,820 $495K
Quadrant Capital Group LLC 0.02% Add +181.1% 4,812 $495K
Meeder Advisory Services, Inc. 0.03% Reduce -4.0% 4,796 $493K
Coldstream Capital Management Inc. 0.01% Add +3.2% 4,774 $491K
Petrus Trust Company, LTA 0.05% New 4,767 $490K
Gallacher Capital Management LLC 0.24% New 4,700 $483K
Keebeck Wealth Management 0.07% Reduce -20.2% 4,620 $476K
Van Hulzen Asset Management, LLC 0.04% Reduce -25.8% 4,616 $475K
Intrust Bank NA 0.05% Add +67.2% 4,578 $471K
United Community Bank 0.18% Reduce -20.4% 4,576 $470K
CreativeOne Wealth, LLC 0.01% Add +6.9% 4,529 $466K
United Services Automobile Association 0.01% New 4,539 $462K
Leonteq Securities AG 0.03% Add +37.4% 4,477 $457K
Naviter Wealth, LLC 0.05% Add +0.2% 4,440 $453K
Schwartz Investment Counsel Inc. 0.02% No change 4,398 $452K
GTS Securities LLC 0.02% Reduce -37.3% 4,396 $452K
HB Wealth Management, LLC 0.00% Add +42.6% 4,381 $450K
Brown Brothers Harriman & Co. 0.00% Add +0.1% 4,377 $450K
Marex Group Ltd 0.01% Add +55.2% 4,328 $445K
Maridea Wealth Management LLC 0.14% New 4,317 $444K
Apollon Wealth Management, LLC 0.01% Reduce -0.1% 4,316 $444K
Prudential PLC 0.00% No change 4,316 $444K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.21% New 4,300 $442K
NorthRock Partners, LLC 0.01% Add +12.7% 4,259 $439K
Harbor Capital Advisors, Inc. 0.02% Reduce -6.6% 4,257 $438K
Versant Capital Management, Inc 0.07% Add +559.7% 4,235 $435K
Forum Financial Management, LP 0.01% Reduce -0.9% 4,224 $434K
Allium Financial Advisors, LLC 0.39% — 4,186 $430K
M.E. Allison & Co., Inc. 0.41% No change 4,074 $419K
Advisors Capital Management, LLC 0.01% Add +0.6% 4,067 $418K
Compound Planning, Inc. 0.02% Reduce -1.5% 4,063 $418K
Family Firm, Inc. 0.09% Add +0.2% 4,042 $416K
Genus Capital Management Inc. 0.06% — 4,040 $415K
Baker Avenue Asset Management, LP 0.01% Add +39.7% 4,022 $413K
Legal Advantage Investments, Inc. 0.22% No change 4,020 $413K
Raleigh Capital Management Inc. 0.19% Reduce -3.6% 4,015 $413K
HighPoint Advisor Group LLC 0.02% Reduce -0.1% 4,048 $412K
Yorktown Management & Research Co Inc 0.45% No change 4,000 $411K
One68 Global Capital, LLC 0.20% New 4,000 $411K
CI Investments Inc. 0.00% Add +5.3% 3,980 $409K
Simon Quick Advisors, LLC 0.02% New 3,964 $408K
Mystic Asset Management, Inc. 0.11% New 3,950 $406K
Fifth Third Wealth Advisors LLC 0.02% Add +14.1% 3,916 $403K
Rehmann Capital Advisory Group 0.03% Reduce -0.4% 3,894 $400K
Nicholas Hoffman & Company, LLC. 0.02% No change 3,863 $397K
Old National Bancorp 0.01% Reduce -11.3% 3,860 $397K
Community Bank & Trust, Waco, Texas 0.09% Reduce -0.1% 3,838 $395K
Ellevest, Inc. 0.03% Reduce -2.9% 3,841 $395K
Ground Swell Capital, LLC 0.93% New 3,829 $394K
Advus Financial Partners, LLC 0.11% Add +55.3% 3,820 $393K
Profund Advisors LLC 0.02% Reduce -27.6% 3,818 $392K
Three Seasons Wealth, LLC 0.19% No change 3,804 $392K
D'Orazio & Associates, Inc. 0.06% Reduce -0.9% 3,783 $389K
Patten Group, Inc. 0.09% Reduce -6.5% 3,725 $383K
Norden Group LLC 0.04% New 3,698 $380K
SkyOak Wealth, LLC 0.08% New 3,679 $378K
Kestra Private Wealth Services, LLC 0.01% No change 3,616 $372K
Mufg Securities Americas Inc. 0.04% Add +18.4% 3,584 $368K
Smith Salley Wealth Management 0.02% No change 3,569 $367K
Glen Eagle Advisors, LLC 0.06% No change 3,567 $367K
World Investment Advisors 0.01% Reduce -70.5% 3,557 $366K
True Vision MN LLC 0.22% New 3,548 $366K
Measured Wealth Private Client Group, LLC 0.12% Add +22.5% 3,544 $364K
Peapack Gladstone Financial Corp. 0.01% No change 3,536 $364K
Ballentine Partners, LLC 0.01% Reduce -14.9% 3,518 $362K
Capstone Investment Advisors, LLC 0.00% Reduce -24.1% 3,496 $359K
Richard W. Paul & Associates, LLC 0.14% Reduce -0.8% 3,485 $358K
Tectonic Advisors LLC 0.02% Reduce -5.4% 3,480 $358K
Walleye Trading LLC 0.01% New 3,473 $357K
Farther Finance Advisors, LLC 0.01% Add +1.6% 3,430 $353K
KMG Fiduciary Partners, LLC 0.03% Add +2.9% 3,429 $352K
One Wealth Advisors, LLC 0.05% Add +0.1% 3,419 $352K
Eads & Heald Wealth Management 0.18% Reduce -3.9% 3,412 $351K
Quantum Private Wealth, LLC 0.13% Add +1.5% 3,408 $350K
Capital Investment Advisors, LLC 0.01% Add +0.7% 3,404 $350K
Fiduciary Alliance LLC 0.03% Reduce -18.2% 3,380 $347K
Parallel Advisors, LLC 0.01% Reduce -4.1% 3,358 $345K
Aaron Wealth Advisors LLC 0.04% Add +55.8% 3,352 $345K
Financial Counselors Inc. 0.01% Reduce -2.9% 3,352 $345K
OneDigital Investment Advisors LLC 0.00% Add +14.6% 3,321 $341K
Cynosure Group, LLC 0.05% Add +30.8% 3,311 $340K
J.W. Cole Advisors, Inc. 0.01% Add +9.9% 3,300 $339K
Centurion Wealth Management LLC 0.10% No change 3,055 $333K
Wedmont Private Capital 0.02% Add +14.5% 3,493 $330K
Greenleaf Trust 0.00% Reduce -26.0% 3,205 $329K
Nautilus Advisors LLC 0.27% No change 3,195 $328K
Tower Research Capital LLC (TRC) 0.01% Reduce -65.2% 3,160 $325K
Signal Advisors Wealth, LLC 0.03% Add +5.5% 3,126 $321K
Modern Wealth Management, LLC 0.01% New 3,125 $321K
Ashton Thomas Private Wealth, LLC 0.01% Add +23.6% 3,108 $320K
Optas, LLC 0.06% New 3,110 $320K
Avestar Capital, LLC 0.03% Add +32.6% 3,088 $318K
First Horizon Advisors, Inc. 0.01% Add +3.0% 3,071 $316K
Exchange Traded Concepts, LLC 0.01% Reduce -56.6% 3,061 $315K
Planned Solutions, Inc. 0.13% No change 3,057 $314K
Columbia Bank 0.11% New 3,044 $313K
GAMMA Investing LLC 0.02% Add +39.0% 3,043 $313K
Allianz SE 0.01% Reduce -43.2% 3,040 $313K
Everett Harris & Co. 0.00% No change 3,027 $311K
Plato Investment Management Ltd 0.03% Reduce -37.2% 2,991 $311K
Accurate Wealth Management, LLC 0.06% Add +24.8% 3,285 $310K
Abc Arbitrage SA 0.06% Reduce -87.2% 2,979 $306K
Horizon Advisory Services, Inc. 0.17% Add +2.7% 2,976 $306K
Renasant Bank 0.20% Reduce -22.3% 2,967 $305K
Spire Wealth Management 0.01% Add +80.9% 2,956 $304K
Algert Global LLC 0.01% New 2,949 $303K
Delta Investment Management, LLC 0.06% Add +9.0% 2,946 $303K
Argent Trust Co 0.01% Add +0.3% 2,938 $302K
Horizon Investments, LLC 0.01% Add +2.8% 2,920 $300K
1858 Wealth Management, LLC 0.25% Add +24.3% 2,919 $300K
Optimum Investment Advisors 0.14% No change 2,900 $298K
Sagespring Wealth Partners, LLC 0.01% Add +40.0% 2,884 $296K
MBB Public Markets I LLC 0.03% New 2,880 $296K
Clark Financial Services Group Inc. 0.20% Add +33.7% 2,867 $295K
Quent Capital, LLC 0.03% Reduce -1.0% 2,860 $294K
Scotia Capital Inc. 0.00% Reduce -94.2% 2,856 $294K
Evergreen Capital Management LLC 0.01% New 2,797 $288K
111 Capital 0.06% Add +27.1% 2,802 $288K
Certuity, LLC 0.03% Add +21.8% 2,781 $286K
Ieq Capital, LLC 0.00% Reduce -79.3% 2,752 $283K
Waterloo Capital, L.P. 0.03% Add +4.3% 2,725 $280K
Perigon Wealth Management, LLC 0.01% Reduce -13.0% 2,722 $280K
Moore Capital Management, LP 0.01% Add +9.4% 2,703 $278K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.5% 2,698 $277K
Verdence Capital Advisors LLC 0.02% Reduce -12.1% 2,673 $275K
Voya Financial Advisors, Inc. 0.03% Add +3.2% 2,697 $274K
Fiduciary Trust Co 0.00% Add +1.1% 2,622 $270K
Ascentis Independent Advisors 0.05% Add +15.8% 2,617 $269K
Hilltop Holdings Inc. 0.02% New 2,581 $265K
Geneos Wealth Management Inc. 0.01% Reduce -87.7% 2,567 $264K
Balyasny Asset Management L.P. 0.00% New 2,563 $263K
EP Wealth Advisors, LLC 0.00% Reduce -1.2% 2,559 $263K
Voleon Capital Management LP 0.02% New 2,551 $262K
Trust Co. of Oklahoma 0.09% No change 2,546 $262K
Tyler-Stone Wealth Management 0.05% Reduce -15.6% 2,544 $262K
Centaurus Financial, Inc. 0.02% Add +12.0% 2,539 $261K
Cullen/Frost Bankers, Inc. 0.00% Reduce -28.8% 2,529 $260K
TD Private Client Wealth LLC 0.01% Add +22.3% 2,524 $259K
Capula Management Ltd 0.00% New 2,516 $259K
Burford Brothers, Inc. 0.13% Reduce -6.5% 2,508 $258K
Fortem Financial Group, LLC 0.10% No change 2,505 $258K
Exencial Wealth Advisors, LLC 0.01% Add +2.9% 2,502 $257K
Washington Trust Bank 0.03% No change 2,500 $257K
Chicago Partners Investment Group LLC 0.01% New 2,526 $256K
SC&H Financial Advisors, Inc. 0.05% No change 2,480 $255K
Bristlecone Advisors, LLC 0.02% No change 2,479 $255K
Bingham Private Wealth, LLC 0.26% New 2,472 $254K
Allworth Financial LP 0.00% Reduce -2.1% 2,457 $253K
Harbour Investments, Inc. 0.01% Reduce -24.9% 2,450 $252K
Trivium Point Advisory, LLC 0.03% Reduce -8.0% 2,447 $252K
Colonial River Investments, LLC 0.14% Reduce -23.2% 2,446 $251K
Equitable Holdings, Inc. 0.00% Add +0.9% 2,432 $250K
Smithfield Trust Co 0.01% Reduce -5.9% 2,453 $250K
Integrated Wealth Concepts LLC 0.00% Reduce -37.0% 2,410 $248K
State of Wyoming 0.03% Reduce -44.7% 2,399 $247K
Siemens Fonds Invest GmbH 0.02% Add +5.8% 2,393 $246K
Manchester Capital Management LLC 0.03% Reduce -0.1% 2,385 $245K
CFC Planning Co LLC 0.27% New 2,383 $245K
Trust Asset Management LLC 0.02% Reduce -9.3% 2,382 $245K
CX Institutional 0.01% Reduce -34.7% 2,369 $244K
Archer Investment Corp 0.06% No change 2,362 $243K
Capital Analysts, LLC 0.01% Reduce -30.2% 2,350 $242K
Bank of Hawaii 0.01% New 2,353 $242K
Omnia Family Wealth, LLC 0.10% Add +8.4% 2,333 $240K
Diversified Trust Co. 0.01% New 2,332 $240K
Foundations Investment Advisors, LLC 0.00% New 2,330 $240K
Westover Capital Advisors, LLC 0.05% Reduce -77.1% 2,325 $239K
Benjamin Edwards Inc. 0.00% Reduce -16.6% 2,322 $239K
Dynamic Advisor Solutions LLC 0.01% New 2,305 $237K
Pallas Capital Advisors LLC 0.01% Reduce -22.2% 2,301 $237K
Summit Financial, LLC 0.01% Add +22.3% 2,286 $235K
Premier Path Wealth Partners, LLC 0.04% Reduce -11.8% 2,269 $233K
Cidel Asset Management Inc. 0.02% Reduce -5.4% 2,259 $232K
Callan Family Office, LLC 0.02% Reduce -6.8% 2,248 $231K
Hancock Whitney Corp. 0.01% New 2,246 $231K
Providence Capital Advisors, LLC 0.05% Reduce -2.0% 2,241 $230K
McGlone Suttner Wealth Management, Inc. 0.04% Add +6.3% 2,234 $230K
Stephens Inc. 0.00% Reduce -39.5% 2,224 $229K
Independent Financial Group, LLC 0.01% Add +0.5% 2,218 $228K
Carolina Wealth Advisors, LLC 0.12% Reduce -59.7% 2,207 $227K
Colonial Trust Co / SC 0.04% Add +1.3% 2,200 $226K
Leavell Investment Management, Inc. 0.01% Add +17.4% 2,158 $222K
Opal Wealth Advisors, LLC 0.07% New 2,159 $222K
Stonehaven Wealth & Tax Solutions, LLC 0.23% New 2,154 $221K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.1% 2,127 $219K
Integrated Investment Consultants, LLC 0.04% No change 2,127 $219K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.6% 2,125 $219K
Sherbrooke Park Advisers LLC 0.10% Reduce -46.7% 2,122 $218K
AMG National Trust Bank 0.01% No change 2,121 $218K
Prime Capital Investment Advisors, LLC 0.00% New 2,102 $216K
Edmp, Inc. 0.18% New 2,091 $215K
Interchange Capital Partners, LLC 0.06% New 2,080 $214K
Sound Income Strategies, LLC 0.01% Add +5.5% 2,068 $213K
Cigna Investments Inc. 0.04% Reduce -2.0% 2,069 $212K
Moody National Bank Trust Division 0.02% Reduce -26.8% 2,035 $209K
Juncture Wealth Strategies, LLC 0.08% No change 2,019 $208K
Paradigm Asset Management Co. LLC 0.05% No change 2,000 $206K
Ameritas Investment Partners, Inc. 0.01% No change 1,998 $205K
Bridgeway Capital Management, LLC 0.01% Reduce -88.5% 1,990 $205K
Apella Capital, LLC 0.01% New 2,066 $201K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.1% 1,945 $200K
CoreCap Advisors, LLC 0.01% Add +21.0% 1,856 $191K
Brooklyn Investment Group 0.04% Add +48.1% 1,803 $185K
Hemington Wealth Management 0.03% Add +2.3% 1,778 $182K
Private Trust Co. NA 0.02% Reduce -43.5% 1,699 $175K
Smartleaf Asset Management LLC 0.02% Reduce -18.3% 1,711 $174K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -9.4% 1,672 $172K
Covestor Ltd 0.11% Add +55.5% 1,627 $167K
Wayfinding Financial, LLC 0.07% Reduce -35.6% 1,629 $167K
First Eagle Investment Management, LLC 0.00% Reduce -43.1% 1,614 $166K
Peterson Wealth Services 0.05% Reduce -0.5% 1,550 $159K
Blue Trust, Inc. 0.00% Add +2.1% 1,549 $159K
Park Square Financial Group, LLC 0.13% Reduce -0.2% 1,539 $158K
Ossiam 0.00% Add +36.5% 1,507 $155K
Mather Group, Llc. 0.00% Reduce -10.5% 1,495 $154K
Bokf, NA 0.00% No change 1,472 $151K
Group One Trading LLC 0.01% Add +141.1% 1,415 $145K
MAI Capital Management 0.00% Reduce -10.0% 1,380 $142K
Headlands Technologies LLC 0.02% Reduce -62.2% 1,359 $140K
Westpac Banking Corp. 0.01% Reduce -96.4% 1,162 $119K
Millstone Evans Group, LLC 0.07% No change 1,058 $109K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -69.5% 1,028 $106K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -27.8% 971 $100K
Pandora Wealth, Inc. 0.06% — 947 $97K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +108.8% 927 $95K
Golden State Wealth Management, LLC 0.01% Add +15.9% 909 $93K
Bay Harbor Wealth Management, LLC 0.03% Reduce -2.9% 890 $92K
Adirondack Trust Co. 0.03% No change 815 $84K
Salomon & Ludwin, LLC 0.01% No change 800 $82K
Sarver Vrooman Wealth Advisors 0.05% — 773 $79K
Reyes Financial Architecture, Inc. 0.06% Add +42.1% 770 $79K
Grove Bank & Trust 0.01% Add +46.1% 760 $78K
Lindbrook Capital, LLC 0.01% Add +52.4% 759 $78K
Private Wealth Asset Management, LLC 0.01% — 757 $78K
General Partner, Inc. 0.05% No change 718 $74K
Arax Advisory Partners 0.00% Add +346.2% 705 $72K
Raiffeisen Bank International AG 0.00% Reduce -89.6% 711 $72K
Rothschild Investment LLC 0.00% Add +3.6% 664 $68K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.3% 651 $67K
CVA Family Office, LLC 0.01% Add +11.8% 637 $65K
Hexagon Capital Partners LLC 0.01% Reduce -41.5% 620 $64K
Park Place Capital Corp 0.02% Reduce -81.7% 612 $63K
Sentry Investment Management LLC 0.04% New 637 $61K
Quarry LP 0.02% Add +43.8% 571 $59K
Morse Asset Management, Inc 0.01% Reduce -80.7% 570 $59K
Continuum Advisory, LLC 0.01% Add +11.3% 560 $58K
Oakworth Capital, Inc. 0.00% Add +11.4% 529 $54K
Catalyst Capital Advisors LLC 0.00% New 527 $54K
Richardson Financial Services Inc. 0.04% Reduce -17.0% 516 $53K
AllSquare Wealth Management LLC 0.03% No change 516 $53K
Cornerstone Planning Group LLC 0.01% Add +2.6% 509 $51K
Riggs Asset Managment Co. Inc. 0.01% No change 500 $51K
Plante Moran Financial Advisors, LLC 0.00% No change 500 $51K
Cromwell Holdings LLC 0.03% Add +2.1% 492 $51K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 487 $50K
MV Capital Management, Inc. 0.01% Add +2.4% 480 $49K
Capital Advisors, Ltd. LLC 0.01% Reduce -6.2% 470 $48K
Hantz Financial Services, Inc. 0.00% Add +15.2% 456 $47K
Evermay Wealth Management LLC 0.01% No change 450 $46K
Arlington Trust Co LLC 0.01% No change 440 $45K
St Germain D J Co. Inc. 0.00% No change 440 $45K
Deseret Mutual Benefit Administrators 0.02% No change 428 $44K
Longview Financial Advisors LLC 0.03% Reduce -9.9% 426 $44K
TD Waterhouse Canada Inc. 0.00% Add +20.6% 421 $43K
Financial Perspectives, Inc 0.01% No change 410 $42K
EverSource Wealth Advisors, LLC 0.00% Add +39.7% 408 $42K
Winnacle Wealth LLC 0.04% Reduce -1.2% 405 $42K
Ancora Advisors LLC 0.00% Reduce -0.5% 400 $41K
Parkside Financial Bank & Trust 0.01% Reduce -0.8% 394 $41K
Security National Bank 0.01% No change 390 $40K
American National Bank & Trust 0.00% New 376 $39K
Financial Management Professionals, Inc. 0.00% Reduce -8.6% 349 $36K
DT Investment Partners, LLC 0.00% No change 334 $34K
Ameriflex Group, Inc. 0.01% No change 329 $34K
Fortitude Family Office, LLC 0.01% No change 322 $33K
Hager Investment Management Services, LLC 0.02% Add +18.9% 315 $32K
Salem Investment Counselors Inc. 0.00% No change 285 $29K
WealthCollab, LLC 0.02% Reduce -2.7% 284 $29K
Whittier Trust Co. 0.00% No change 280 $29K
WPG Advisers, LLC 0.02% Add +150.5% 248 $25K
Creative Financial Designs Inc. 0.00% Reduce -14.3% 234 $24K
Rossby Financial, LCC 0.01% New 227 $23K
LRI Investments, LLC 0.00% Reduce -16.9% 221 $23K
CNB Bank 0.01% No change 219 $23K
JFS Wealth Advisors, LLC 0.00% Add +2.4% 217 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $22K
Community Bank, N.A. 0.00% No change 210 $22K
N.E.W. Advisory Services LLC 0.00% New 201 $21K
Costello Asset Management, INC 0.01% New 200 $21K
NewSquare Capital LLC 0.00% Add +1438.5% 200 $21K
Bell Investment Advisors, Inc 0.00% Reduce -3.9% 197 $20K
PrairieView Partners, LLC 0.00% Reduce -60.0% 200 $20K
AdvisorNet Financial, Inc 0.00% Add +0.5% 192 $20K
REAP Financial Group, LLC 0.00% Add +62.3% 185 $19K
Byrne Asset Management LLC 0.02% Reduce -2.1% 182 $19K
Armstrong Advisory Group, Inc. 0.00% No change 169 $18K
Meeder Asset Management Inc. 0.00% Reduce -20.1% 171 $18K
Valued Wealth Advisors LLC 0.01% Add +10.5% 169 $17K
Whipplewood Advisors, LLC 0.01% Reduce -82.9% 27 $16K
Evelyn Partners Investment Management LLP 0.00% No change 154 $16K
Westside Investment Management, Inc. 0.00% No change 150 $15K
Tsfg, LLC 0.00% New 146 $15K
Rise Advisors, LLC 0.01% Add +10.8% 144 $15K
HHM Wealth Advisors, LLC 0.00% Add +0.7% 141 $14K
Farmers & Merchants Investments Inc. 0.00% No change 140 $14K
Quest 10 Wealth Builders, Inc. 0.01% Add +49.5% 136 $14K
Sierra Ocean, LLC 0.01% Add +88.7% 134 $14K
SBI Securities Co., Ltd. 0.00% Add +555.0% 131 $13K
PFG Private Wealth Management, LLC 0.01% No change 126 $13K
Financially Speaking Inc 0.01% No change 122 $13K
Crews Bank & Trust 0.00% No change 120 $12K
GW&K Investment Management, LLC 0.00% Add +15.2% 114 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -16.3% 108 $11K
Brown, Lisle/Cummings, Inc. 0.00% Add +6.0% 106 $11K
Proffitt & Goodson Inc. 0.00% No change 101 $10K
Laurel Wealth Advisors LLC 0.00% No change 100 $10K
SouthState Bank Corp 0.00% New 93 $10K
New Millennium Group LLC 0.01% Reduce -11.0% 89 $9K
Beacon Capital Management, LLC 0.00% Add +214.3% 88 $9K
Global Financial Private Client, LLC 0.00% Reduce -98.7% 86 $9K
West Oak Capital, LLC 0.00% No change 85 $9K
Aspect Partners, LLC 0.00% Reduce -3.5% 84 $9K
Private Wealth Management Group, LLC 0.00% Reduce -3.5% 83 $9K
Saudi Central Bank 0.04% New 81 $8K
Cherry Tree Wealth Management, LLC 0.00% New 80 $8K
Hazlett, Burt & Watson, Inc. 0.00% New 76 $8K
Avion Wealth 0.00% No change 74 $8K
High Note Wealth, LLC 0.00% No change 73 $8K
Rakuten Securities, Inc. 0.00% Reduce -18.6% 70 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -41.7% 70 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $7K
Addison Advisors LLC 0.00% Add +28.3% 68 $7K
Atala Financial Inc 0.00% No change 66 $7K
Greenline Partners, LLC 0.00% New 66 $7K
Capital A Wealth Management, LLC 0.01% Reduce -6.0% 63 $6K
ORG Partners LLC 0.00% Reduce -89.0% 61 $6K
Hollencrest Capital Management 0.00% Reduce -93.7% 60 $6K
Frazier Financial Advisors, LLC 0.00% No change 59 $6K
Ogorek Anthony Joseph /NY/ 0.00% New 60 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 58 $6K
Global Wealth Strategies & Associates 0.00% No change 57 $6K
Synergy Investment Management, LLC 0.00% No change 56 $6K
IAG Wealth Partners, LLC 0.00% No change 56 $6K
Pinnacle Bancorp, Inc. 0.00% Add +71.9% 55 $6K
True Wealth Design, LLC 0.00% Add +237.5% 54 $6K
Red Tortoise LLC 0.00% No change 54 $6K
West Paces Advisors Inc. 0.00% No change 53 $5K
Harbor Investment Advisory, LLC 0.00% No change 52 $5K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -97.3% 52 $5K
Kozak & Associates, Inc. 0.00% No change 54 $5K
Dunhill Financial, LLC 0.00% Reduce -5.7% 50 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.0% 49 $5K
Carolinas Wealth Consulting LLC 0.00% Add +11.4% 49 $5K
Bruce G. Allen Investments, LLC 0.00% No change 48 $5K
SJS Investment Consulting Inc. 0.00% No change 46 $5K
Prestige Wealth Management Group LLC 0.00% No change 44 $5K
Cranbrook Wealth Management, LLC 0.00% New 43 $4K
Valley National Advisers Inc. 0.00% Reduce -37.7% 43 $4K
Cape Investment Advisory, Inc. 0.00% Reduce -2.7% 36 $4K
Heritage Wealth Advisors 0.00% Reduce -17.9% 32 $3K
Trifecta Capital Advisors, LLC 0.00% No change 31 $3K
Dagco, Inc. 0.00% New 29 $3K
Pineridge Advisors LLC 0.00% No change 28 $3K
Redwood Park Advisors LLC 0.00% Add +9.1% 24 $2K
Flaharty Asset Management, LLC 0.00% New 22 $2K
GHP Investment Advisors, Inc. 0.00% No change 22 $2K
Asset Dedication, LLC 0.00% Reduce -19.2% 21 $2K
Hughes Financial Services, LLC 0.00% New 20 $2K
Legacy Wealth Managment, LLC 0.00% No change 20 $2K
North Star Investment Management Corp. 0.00% No change 16 $2K
Dogwood Wealth Management LLC 0.00% New 15 $2K
S&T Bank 0.00% New 15 $2K
Rialto Wealth Management, LLC 0.00% New 15 $2K
Zions Bancorporation, National Association 0.00% — 15 $2K
Osterweis Capital Management Inc. 0.00% New 15 $2K
WealthTrak Capital Management LLC 0.00% Reduce -8.3% 11 $1K
Binnacle Investments Inc 0.00% — 11 $1K
BankPlus Trust Department 0.00% No change 11 $1K
Raffa Wealth Management, LLC 0.00% No change 11 $1K
Chesapeake Asset Management LLC 0.00% New 10 $1K
Parkworth Wealth Management, Inc. 0.00% No change 10 $1K
Garde Capital, Inc. 0.00% New 10 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
Sachetta, LLC 0.00% Reduce -55.0% 9 $926
TFC Financial Management, Inc. 0.00% Reduce -47.1% 9 $926
Trust Co. of Vermont 0.00% No change 9 $925
Highline Wealth Partners LLC 0.00% No change 8 $822
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -14.3% 6 $617
Abound Wealth Management 0.00% No change 6 $617
Transce3nd, LLC 0.00% No change 5 $514
Nvwm, LLC 0.00% Reduce -50.0% 5 $514
Crewe Advisors LLC 0.00% No change 4 $412
WestEnd Advisors, LLC 0.00% Add +300.0% 4 $411
HFM Investment Advisors, LLC 0.00% — 3 $309
GoalVest Advisory LLC 0.00% New 3 $308
Ruedi Wealth Management, Inc. 0.00% No change 3 $308
Bear Mountain Capital, Inc. 0.00% New 3 $307
ROSS\JOHNSON & Associates LLC 0.00% New 2 $206
Stonebridge Financial Group, LLC 0.00% New 2 $206
Principia Wealth Advisory, LLC 0.00% Reduce -60.0% 2 $194

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