PultegroupPHM

13F holders, Q2 2025 (June 30)
947holders −15
86new positions
108sold out
7famous investors
$105.51avg. 13F price*

At the end of Q2 2025, 947 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, down 15 from Q1 2025. 86 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($2.3B) and Franklin Resources Inc. ($1.3B). 7 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Ken Griffin (0.2% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions86$249.3M
Exits108$243.0M

All 13F filers, Q1 2025 → Q2 2025: 12,099,874 shares bought and 12,858,176 shares sold, net −758,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 947 holders

Vanguard Group Inc. 0.04% Reduce -0.4% 23,395,559 $2.5B
BlackRock, Inc. 0.04% Reduce -0.6% 21,658,896 $2.3B
Franklin Resources Inc. 0.35% Add +0.8% 12,290,631 $1.3B
State Street Corp. 0.04% Reduce -0.8% 9,957,176 $1.1B
FMR LLC 0.04% Reduce -20.0% 6,184,530 $652.2M
Greenhaven Associates Inc. 8.76% Reduce -0.1% 5,580,428 $588.5M
Geode Capital Management, LLC 0.04% Add +0.0% 5,275,082 $554.0M
Norges Bank 0.05% Reduce -0.6% 3,834,050 $404.3M
Dimensional Fund Advisors LP 0.08% Reduce -9.3% 3,400,968 $358.7M
First Trust Advisors LP 0.27% Add +27.2% 3,199,906 $337.5M
LSV Asset Management 0.72% Reduce -0.2% 2,907,192 $306.6M
JPMorgan Chase & Co. 0.02% Reduce -19.7% 2,799,862 $295.3M
Morgan Stanley 0.02% Reduce -10.6% 2,755,793 $290.6M
Invesco Ltd. 0.05% Add +0.9% 2,634,275 $277.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +24.8% 2,541,377 $268.0M
Ameriprise Financial Inc. 0.06% Reduce -3.9% 2,469,830 $260.5M
Citadel Advisors 0.20% Add +90.2% 2,205,523 $232.6M
Northern Trust Corp. 0.03% Reduce -6.2% 2,161,561 $228.0M
Caisse de depot et placement du Quebec 0.48% Add +55.1% 2,127,561 $224.4M
T. Rowe Price Associates Inc. 0.02% Add +18.0% 1,863,634 $196.5M
Bank of America Corp. 0.01% Add +13.1% 1,755,241 $185.1M
Deutsche Bank AG 0.07% Reduce -5.9% 1,728,527 $182.3M
Victory Capital Management Inc. 0.12% Add +20.8% 1,687,799 $178.0M
Goldman Sachs Group Inc. 0.03% Reduce -14.1% 1,484,968 $156.6M
Legal & General Group Plc 0.04% Reduce -3.3% 1,472,543 $155.3M
Amundi 0.05% Add +38.4% 1,375,535 $153.2M
Charles Schwab Investment Management Inc. 0.03% Add +0.8% 1,385,531 $146.1M
Bank of New York Mellon Corp 0.03% Reduce -5.7% 1,354,336 $142.8M
UBS Group AG 0.02% Add +25.2% 1,077,831 $113.7M
Pacer Advisors, Inc. 0.30% Reduce -8.1% 1,072,769 $113.1M
AustralianSuper Pty Ltd 0.55% No change 1,039,107 $109.6M
Bridgewater Associates 0.44% Reduce -1.4% 1,036,365 $109.3M
Captrust Financial Advisors 0.23% Add +1.4% 993,607 $104.8M
Qube Research & Technologies Ltd 0.14% Reduce -2.0% 946,555 $99.8M
Nordea Investment Management AB 0.09% Add +2.8% 897,079 $94.0M
Allspring Global Investments Holdings, LLC 0.15% Add +16.4% 833,512 $91.6M
HSBC Holdings PLC 0.06% Reduce -34.6% 864,095 $91.1M
Nuveen, LLC 0.02% Reduce -60.7% 814,455 $85.9M
Balyasny Asset Management L.P. 0.20% Add +31391.6% 807,129 $85.1M
American Century Companies Inc. 0.04% Add +143.8% 772,762 $81.5M
Man Group plc 0.17% Add +3.4% 710,731 $75.0M
Barclays PLC 0.03% Reduce -6.0% 690,542 $72.8M
Assetmark, Inc. 0.16% Add +6.1% 656,484 $69.2M
Clark Capital Management Group, Inc. 0.46% Add +1.8% 635,510 $67.0M
Pictet Asset Management Holding SA 0.07% Add +7.0% 625,517 $66.0M
Alyeska Investment Group, L.P. 0.23% Add +18.9% 616,306 $65.0M
Swiss National Bank 0.04% Add +5.5% 610,200 $64.4M
Swedbank AB 0.07% Add +5.5% 590,327 $62.3M
CANADA LIFE ASSURANCE Co 0.10% Add +11.6% 588,964 $62.2M
Citigroup Inc. 0.04% Reduce -26.3% 586,569 $61.9M
Junto Capital Management LP 1.28% New 572,068 $60.3M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -44.7% 544,415 $57.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +3.3% 542,933 $57.3M
Walleye Capital LLC 0.59% Add +326.9% 539,718 $56.9M
Freestone Grove Partners LP 0.42% New 531,215 $56.0M
Wells Fargo & Company 0.01% Reduce -2.7% 506,910 $53.5M
Allianz Asset Management GmbH 0.07% Reduce -9.9% 485,550 $51.2M
Royal Bank of Canada 0.01% Add +55.9% 484,864 $51.1M
BNP Paribas Financial Markets 0.04% Reduce -38.2% 467,701 $49.3M
Squarepoint Ops LLC 0.11% Reduce -63.6% 461,901 $48.7M
Homestead Advisers Corp 1.15% Add +0.5% 458,200 $48.3M
National Pension Service 0.04% Add +0.5% 455,767 $48.1M
Raymond James Financial Inc. 0.02% Reduce -9.5% 440,195 $46.4M
Woodline Partners LP 0.24% Add +93.8% 436,952 $46.1M
Assenagon Asset Management S.A. 0.07% Add +1248.6% 435,580 $45.9M
Rhumbline Advisers 0.04% Reduce -0.2% 431,441 $45.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -2.7% 421,990 $44.5M
Russell Investments Group, Ltd. 0.05% Reduce -22.1% 401,576 $42.4M
Brandywine Global Investment Management, LLC 0.30% Reduce -1.2% 401,269 $42.3M
QRG Capital Management, Inc. 0.36% Add +2.6% 396,126 $41.8M
California Public Employees Retirement System 0.03% Add +4.7% 387,368 $40.9M
Mackenzie Financial Corp. 0.05% Add +5.1% 382,562 $40.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.3% 382,562 $40.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.27% Add +22.5% 376,531 $39.7M
AEGON ASSET MANAGEMENT UK Plc 0.50% Add +120.1% 371,028 $39.1M
Vest Financial, LLC 0.55% Add +16.8% 365,317 $38.5M
Danske Bank A/S 0.09% Reduce -23.1% 357,341 $37.7M
Envestnet Asset Management Inc. 0.01% Add +1.2% 319,722 $33.7M
Mercer Global Advisors Inc. 0.07% Add +12.7% 313,693 $33.1M
California State Teachers Retirement System 0.04% Add +6.4% 308,791 $32.6M
Quantinno Capital Management LP 0.14% Add +45.8% 302,052 $31.9M
Clough Capital Partners L P 3.14% Add +86.7% 297,114 $31.3M
AQR Capital Management 0.03% Reduce -38.7% 296,672 $31.2M
Aware Super Pty Ltd as trustee of Aware Super 0.44% No change 284,892 $30.0M
Edmond DE Rothschild Holding S.A. 0.47% Add +5.7% 280,000 $29.5M
Teacher Retirement System of Texas 0.12% Add +3.4% 278,912 $29.4M
LPL Financial LLC 0.01% Reduce -22.9% 274,411 $28.9M
Storebrand Asset Management As 0.08% Add +2.9% 257,435 $27.1M
Principal Financial Group Inc. 0.01% Reduce -6.6% 251,926 $26.6M
Alliancebernstein L.P. 0.01% Reduce -3.3% 250,369 $26.4M
O'shaughnessy Asset Management, LLC 0.18% Reduce -16.1% 246,954 $26.0M
Canada Pension Plan Investment Board 0.02% Reduce -17.6% 242,821 $25.6M
New York State Teachers Retirement System 0.05% Reduce -0.3% 239,658 $25.3M
Winslow Asset Management Inc. 5.09% Add +0.7% 239,378 $25.2M
State Board of Administration of Florida Retirement System 0.04% Add +0.1% 236,655 $25.0M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -11.2% 225,063 $23.7M
Bank of Montreal 0.01% Add +20.1% 224,586 $23.7M
Macquarie Group Ltd. 0.03% Reduce -2.2% 221,110 $23.3M
Prudential Financial Inc. 0.03% Add +21.4% 214,282 $22.6M
GMO 0.07% Reduce -30.2% 209,165 $22.1M
Korea Investment CORP 0.05% Reduce -16.6% 200,964 $21.2M
Treasurer of the State of North Carolina 0.07% Add +50.5% 193,432 $20.4M
State of Wisconsin Investment Board 0.05% Add +28.2% 191,781 $20.2M
Zacks Investment Management 0.17% Reduce -0.9% 191,098 $20.2M
Generate Investment Management Ltd 1.11% New 189,357 $20.0M
Sei Investments Co. 0.02% Reduce -10.4% 188,552 $19.9M
Moran Wealth Management, LLC 0.59% Reduce -4.9% 181,339 $19.1M
Rafferty Asset Management, LLC 0.06% Add +13.6% 180,345 $19.0M
Dana Investment Advisors, Inc. 0.63% Reduce -4.8% 179,656 $18.9M
Schonfeld Strategic Advisors LLC 0.13% Add +73.9% 166,993 $17.6M
Jackson Hill Advisors, LLC 8.75% Add +16.7% 166,000 $17.5M
Aviva PLC 0.04% Add +8.7% 162,283 $17.1M
National Bank of Canada 0.02% Reduce -7.3% 158,496 $16.7M
ANTIPODES PARTNERS Ltd 0.50% New 151,611 $16.0M
Schroder Investment Management Group 0.01% Reduce -17.3% 151,356 $16.0M
Susquehanna Portfolio Strategies, LLC 0.35% New 150,386 $15.9M
KLP Kapitalforvaltning As 0.07% Reduce -1.5% 150,064 $15.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -3.1% 149,905 $15.8M
Eisler Capital Management Ltd. 0.54% Reduce -22.1% 149,862 $15.8M
Osaic Holdings, Inc. 0.03% Add +129.5% 151,766 $15.8M
Natixis Advisors, LLC 0.02% Reduce -6.8% 148,927 $15.7M
Oddo BHF Asset Management Sas 0.60% Add +34.0% 148,404 $15.7M
Distillate Capital Partners LLC 0.83% Reduce -4.9% 147,724 $15.6M
Aptus Capital Advisors, LLC 0.15% Add +7.5% 144,704 $15.3M
Berkshire Asset Management LLC 0.68% Reduce -0.2% 142,773 $15.1M
SCS Capital Management LLC 0.16% Add +0.0% 140,796 $14.8M
Empowered Funds, LLC 0.17% Reduce -3.7% 139,713 $14.7M
Railway Pension Investments Ltd 0.21% Add +2.4% 137,739 $14.5M
Eastern Bank 0.27% Reduce -0.7% 136,714 $14.4M
Basswood Capital Management, L.L.C. 0.71% No change 135,730 $14.3M
Systematic Financial Management LP 0.38% Add +6.3% 135,580 $14.3M
Vontobel Holding Ltd. 0.05% Add +10.7% 134,341 $14.2M
NorthCrest Asset Manangement, LLC 0.38% Add +0.4% 129,440 $14.2M
Rockefeller Capital Management L.P. 0.03% Add +13.5% 133,104 $14.0M
Loomis Sayles & Co. L P 0.02% Add +4.1% 128,938 $13.6M
Andra AP-fonden 0.19% Reduce -10.7% 126,200 $13.3M
Renaissance Technologies 0.02% New 120,967 $12.8M
New York State Common Retirement Fund 0.02% Reduce -1.6% 120,223 $12.7M
Robeco Institutional Asset Management B.V. 0.02% Reduce -43.2% 118,569 $12.5M
Eagle Capital Management LLC 0.04% Add +14.9% 117,428 $12.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.0% 116,417 $12.3M
Royal London Asset Management Ltd. 0.03% Reduce -0.8% 114,275 $12.1M
Illinois Municipal Retirement Fund 0.16% Add +27.4% 111,637 $11.8M
Corient Private Wealth LP 0.02% Reduce -0.7% 110,179 $11.6M
Achmea Investment Management B.V. 0.15% Reduce -1.7% 109,845 $11.6M
Patten & Patten Inc. 0.73% Reduce -0.8% 106,936 $11.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.3% 106,154 $11.2M
Handelsbanken Fonder AB 0.04% Add +35.1% 104,559 $11.0M
DekaBank Deutsche Girozentrale 0.02% Add +7.2% 103,334 $10.9M
AE Wealth Management LLC 0.08% Add +2.3% 103,250 $10.9M
Nomura Asset Management Co. Ltd. 0.03% Add +4.1% 100,293 $10.6M
State of Tennessee, Department of Treasury 0.04% Reduce -19.7% 98,549 $10.4M
Wealthfront Advisers LLC 0.03% Add +3.7% 98,023 $10.3M
Verition Fund Management LLC 0.06% Add +32.9% 98,014 $10.3M
APG Asset Management N.V. 0.03% Add +2.2% 114,200 $10.3M
Third Avenue Management LLC 2.11% Add +51.9% 96,931 $10.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.44% Add +21.0% 95,552 $10.1M
Nisa Investment Advisors, LLC 0.05% Reduce -1.6% 95,442 $10.1M
Cetera Investment Advisers 0.02% Reduce -1.5% 91,984 $9.7M
Globeflex Capital L P 0.80% No change 91,706 $9.7M
Cambria Investment Management, L.P. 0.64% Reduce -13.8% 90,483 $9.5M
Kingsview Wealth Management, LLC 0.16% Add +0.2% 89,355 $9.4M
Leuthold Group, LLC 1.12% Reduce -7.7% 89,268 $9.4M
Asset Management One Co., Ltd. 0.03% Add +1.5% 88,574 $9.3M
Forsta Ap-Fonden 0.06% Reduce -1.7% 87,500 $9.2M
Elk River Wealth Management LLC 1.52% Reduce -1.3% 83,500 $8.8M
TD Asset Management Inc 0.01% Reduce -4.8% 82,375 $8.7M
Philadelphia Financial Management of San Francisco, LLC 1.92% New 82,191 $8.7M
State of Michigan Retirement System 0.04% Add +2.0% 82,169 $8.7M
Toronto Dominion Bank 0.02% Reduce -17.2% 81,460 $8.6M
Royce & Associates LP 0.09% Add +1.8% 81,329 $8.6M
FIL Ltd 0.01% Reduce -24.4% 81,064 $8.5M
Clearbridge Investments, LLC 0.01% Add +19.8% 79,257 $8.4M
SummitTX Capital, L.P. 0.36% Add +80.4% 77,619 $8.2M
Comerica Bank 0.03% Add +12.5% 76,770 $8.1M
Truist Financial Corp. 0.01% Add +18.8% 76,519 $8.1M
Resona Asset Management Co.,Ltd. 0.04% Add +6.3% 76,421 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -17.1% 76,403 $8.1M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -3.3% 75,400 $8.0M
Foster & Motley Inc. 0.46% Reduce -1.3% 74,791 $7.9M
Sanctuary Advisors, LLC 0.05% Add +5.7% 74,647 $7.9M
Public Employees Retirement System of Ohio 0.03% Reduce -2.4% 73,264 $7.7M
STRS Ohio 0.03% Add +12.5% 70,774 $7.5M
Bogart Wealth, LLC 0.31% Add +5.1% 68,685 $7.2M
Patton Albertson Miller Group, LLC 0.92% Add +1.8% 66,133 $7.0M
Financial Strategies Group, Inc. 1.45% Add +7.8% 60,964 $7.0M
Holowesko Partners Ltd. 2.60% No change 66,000 $7.0M
Edgestream Partners, L.P. 0.19% Reduce -14.7% 65,981 $7.0M
Aberdeen Group plc 0.01% Add +8.8% 64,998 $6.9M
Tounjian Advisory Partners, LLC 1.30% Reduce -1.5% 65,262 $6.7M
Xponance LLC 0.06% Add +61.6% 63,032 $6.6M
Ruffer LLP 0.29% Add +48.4% 62,701 $6.6M
Ensign Peak Advisors, Inc 0.01% Reduce -31.6% 62,523 $6.6M
Neuberger Berman Group LLC 0.01% Reduce -0.9% 62,200 $6.6M
Kinsale Capital Group, Inc. 1.33% Add +11.7% 61,359 $6.5M
Ritholtz Wealth Management 0.14% Add +29.7% 61,294 $6.5M
MML Investors Services, LLC 0.02% Add +11.5% 60,060 $6.3M
Voya Investment Management LLC 0.01% Reduce -5.1% 59,320 $6.3M
Arizona State Retirement System 0.04% Reduce -0.7% 58,920 $6.2M
CWA Asset Management Group, LLC 0.26% Add +5.0% 58,827 $6.2M
Prevail Innovative Wealth Advisors, LLC 1.39% Add +53.2% 58,749 $6.2M
Benjamin Edwards Inc. 0.08% Add +2402.5% 58,109 $6.1M
NorthCoast Asset Management LLC 0.03% Add +3.0% 57,852 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +7.7% 57,398 $6.1M
Kettle Hill Capital Management, LLC 1.39% New 56,790 $6.0M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.2% 54,101 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.4% 52,380 $5.5M
Candriam S.C.A. 0.03% Add +23.5% 51,880 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.1% 49,869 $5.5M
Pinebridge Investments, L.P. 0.04% Add +164.3% 51,587 $5.4M
Holocene Advisors, LP 0.01% New 51,164 $5.4M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 51,055 $5.4M
IFM Investors Pty Ltd 0.05% Add +5.0% 50,988 $5.4M
Waverly Advisors, LLC 0.06% Add +22.1% 50,599 $5.3M
Wedge Capital Management L L P 0.09% Add +28.9% 50,154 $5.3M
RBF Capital, LLC 0.26% No change 50,000 $5.3M
NBW Capital LLC 1.13% Add +19.8% 49,623 $5.2M
Swiss Life Asset Management Ltd 0.03% Reduce -12.2% 49,470 $5.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +6.2% 49,156 $5.2M
Czech National Bank 0.04% Add +5.3% 48,991 $5.2M
GTS Securities LLC 0.23% Add +1000.2% 48,365 $5.1M
Van Eck Associates Corp. 0.01% Reduce -7.1% 47,657 $5.0M
Meritage Portfolio Management 0.32% Reduce -1.5% 47,568 $5.0M
Cinctive Capital Management LP 0.28% Add +882.7% 47,367 $5.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +11.1% 46,949 $5.0M
ProShare Advisors LLC 0.01% Add +5.7% 46,722 $4.9M
Oppenheimer & Co. Inc. 0.07% Reduce -3.1% 46,579 $4.9M
PNC Financial Services Group, Inc. 0.00% Add +12.8% 46,314 $4.9M
Pathstone Holdings, LLC 0.02% Reduce -27.4% 45,920 $4.8M
Howard Capital Management, LLC 0.07% Add +7.5% 45,735 $4.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +7.0% 45,707 $4.8M
Shelton Capital Management 0.11% Reduce -79.3% 45,626 $4.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +104.4% 44,776 $4.7M
Larson Financial Group LLC 0.19% Add +14.9% 44,482 $4.7M
Twin Capital Management Inc. 0.49% Add +0.9% 43,860 $4.6M
Cibc World Markets Corp. 0.03% Reduce -3.3% 43,637 $4.6M
Retirement Systems of Alabama 0.02% Reduce -1.1% 43,006 $4.5M
Hudson Capital Management LLC 1.32% Add +3.5% 42,762 $4.5M
Glenmede Investment Management, LP 0.02% — 42,212 $4.5M
Mariner, LLC 0.01% Reduce -15.3% 41,760 $4.4M
Cerity Partners LLC 0.01% Add +17.6% 41,677 $4.4M
Old Second National Bank of Aurora 0.96% Reduce -0.2% 41,665 $4.4M
Level Four Advisory Services, LLC 0.16% Add +27.4% 41,420 $4.4M
Argyle Capital Management, LLC 1.57% Reduce -2.4% 41,191 $4.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 41,179 $4.3M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -10.1% 40,936 $4.3M
Seascape Capital Management 1.35% Reduce -17.1% 40,685 $4.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +78084.6% 40,656 $4.3M
FJ Capital Management LLC 0.45% New 40,391 $4.3M
Glenview Trust Co 0.07% No change 39,892 $4.2M
Karani Asset Management LLC 4.07% Add +68.1% 39,796 $4.2M
Amalgamated Bank 0.03% Reduce -2.8% 39,136 $4.1M
Ethic Inc. 0.07% Add +8.1% 38,768 $4.1M
Orion Porfolio Solutions, LLC 0.03% Add +11.2% 37,806 $4.0M
Park Avenue Securities LLC 0.04% Reduce -5.5% 37,586 $4.0M
Janney Montgomery Scott LLC 0.01% Reduce -4.8% 37,202 $3.9M
Tredje AP-fonden 0.03% No change 36,955 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +20.9% 36,756 $3.9M
USS Investment Management Ltd 0.02% Add +1.0% 36,498 $3.8M
NewEdge Advisors, LLC 0.02% Add +3.5% 35,723 $3.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.11% Add +3568.0% 35,616 $3.8M
Fuller & Thaler Asset Management, Inc. 0.01% Add +95.2% 35,558 $3.7M
DNB Asset Management AS 0.02% Reduce -4.1% 34,833 $3.7M
Montag A & Associates Inc. 0.18% Reduce -0.2% 34,115 $3.6M
Regions Financial Corp. 0.02% Reduce -50.1% 33,851 $3.6M
Utah Retirement Systems 0.04% Reduce -1.3% 33,433 $3.5M
Stifel Financial Corp. 0.00% Reduce -10.2% 33,342 $3.5M
Blair William & Co. 0.01% Add +2.0% 32,963 $3.5M
Federated Hermes, Inc. 0.01% Reduce -9.8% 32,696 $3.4M
Shayne & Jacobs, LLC 1.12% No change 32,192 $3.4M
KBC Group NV 0.01% Reduce -46.3% 31,736 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -19.1% 31,730 $3.3M
Daiwa Securities Group Inc. 0.01% Add +5.3% 31,640 $3.3M
Occudo Quantitative Strategies LP 0.37% Reduce -1.4% 31,478 $3.3M
Yousif Capital Management, LLC 0.03% Reduce -0.8% 30,677 $3.2M
River Wealth Advisors LLC 0.40% Reduce -1.9% 30,618 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.9% 30,366 $3.2M
Tidal Investments LLC 0.02% Reduce -2.2% 30,330 $3.2M
New York Life Investment Management LLC 0.03% Add +0.1% 30,096 $3.2M
Creative Planning 0.00% Add +6.8% 29,726 $3.1M
Baird Financial Group, Inc. 0.01% Add +8.1% 29,060 $3.1M
CIBC Asset Management Inc 0.01% Reduce -8.0% 29,022 $3.1M
Los Angeles Capital Management LLC 0.01% New 28,594 $3.0M
Janus Henderson Group PLC 0.00% Reduce -3.1% 27,940 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.14% Reduce -11.4% 27,403 $2.9M
Dean Investment Associates, LLC 0.42% Add +20.6% 26,985 $2.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -55.1% 26,735 $2.8M
Millennium Management 0.00% Reduce -64.5% 26,505 $2.8M
Nissay Asset Management Corp. /Japan 0.02% Add +0.3% 26,469 $2.8M
IFG Advisory, LLC 0.14% Add +5.4% 26,314 $2.8M
Ellis Investment Partners, LLC 0.54% Reduce -0.1% 26,310 $2.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -7.4% 26,285 $2.8M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -4.3% 26,263 $2.8M
RFG Advisory, LLC 0.06% Add +7.2% 25,770 $2.7M
Shellback Capital, LP 0.18% New 25,000 $2.6M
UniSuper Management Pty Ltd 0.02% Add +0.8% 24,495 $2.6M
Family Manage LLC 0.39% Add +0.8% 24,461 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -18.2% 24,371 $2.6M
Palisade Capital Management, LP 0.08% Add +5.7% 23,679 $2.5M
Todd Asset Management LLC 0.05% No change 23,438 $2.5M
Brevan Howard Capital Management LP 0.03% New 23,196 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.9% 23,101 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -2.5% 22,983 $2.4M
Hennessy Advisors Inc. 0.08% Reduce -1.7% 22,700 $2.4M
Two Sigma Investments, LP 0.00% New 22,532 $2.4M
State of Alaska, Department of Revenue 0.03% Reduce -5.1% 22,506 $2.4M
AXA S.A. 0.01% Add +20.9% 22,229 $2.3M
Gabelli Funds LLC 0.02% No change 22,000 $2.3M
Sterling Capital Management LLC 0.03% Add +26.5% 21,897 $2.3M
Quantbot Technologies LP 0.06% New 21,827 $2.3M
BLI - Banque de Luxembourg Investments 0.07% New 21,800 $2.3M
OP Asset Management Ltd 0.03% Reduce -2.5% 21,493 $2.3M
&partners 0.02% Add +17.2% 21,399 $2.3M
Channel Wealth LLC 0.64% New 21,300 $2.2M
Gotham Asset Management 0.01% Add +54.9% 21,067 $2.2M
Bank of Nova Scotia 0.00% Reduce -67.0% 21,001 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.8% 20,966 $2.2M
US Bancorp \de 0.00% Reduce -13.6% 20,563 $2.2M
Pinnacle Associates Ltd. 0.03% Add +4.9% 20,255 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.2% 20,250 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -0.1% 20,208 $2.1M
Merit Financial Group, LLC 0.02% Add +31.1% 20,168 $2.1M
Vident Advisory, LLC 0.02% Reduce -13.7% 20,017 $2.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.17% No change 20,000 $2.1M
Vista Investment Partners LLC 0.60% Add +1.4% 19,793 $2.1M
CreativeOne Wealth, LLC 0.05% Add +331.3% 19,534 $2.1M
Thrive Capital Management, LLC 0.64% New 19,343 $2.0M
HighTower Advisors, LLC 0.00% Reduce -9.3% 19,275 $2.0M
Advisory Services Network, LLC 0.03% Add +38.9% 17,732 $2.0M
Pitcairn Co. 0.13% Reduce -12.3% 18,976 $2.0M
Commerce Bank 0.01% Reduce -11.1% 18,619 $2.0M
Thrivent Financial for Lutherans 0.00% Add +67.8% 18,465 $1.9M
Avanza Fonder AB 0.06% Reduce -20.3% 18,201 $1.9M
Shell Asset Management Co. 0.07% Add +55.7% 18,052 $1.9M
M&T Bank Corp 0.01% Reduce -11.9% 18,016 $1.9M
Trail Ridge Investment Advisors, LLC 0.91% Reduce -10.3% 16,705 $1.9M
Horizon Investments, LLC 0.03% Add +512.3% 17,880 $1.9M
Venturi Wealth Management, LLC 0.09% Reduce -5.2% 17,361 $1.8M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.6% 17,321 $1.8M
Burney Co./ 0.06% Reduce -36.8% 17,134 $1.8M
NEOS Investment Management LLC 0.02% Add +26.4% 17,055 $1.8M
Wright Investors Service Inc. 0.54% Reduce -0.2% 17,030 $1.8M
Westerkirk Capital Inc. 0.21% — 16,200 $1.7M
Lazard Asset Management LLC 0.00% Add +221.9% 16,080 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.2% 16,022 $1.7M
Principal Securities, Inc. 0.03% Add +24.9% 15,979 $1.7M
Inlet Private Wealth, LLC 0.39% Add +0.4% 15,195 $1.6M
Public Sector Pension Investment Board 0.01% Reduce -44.6% 15,056 $1.6M
Hennion & Walsh Asset Management, Inc. 0.06% Add +8.9% 14,987 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +7.6% 14,789 $1.6M
Dean Capital Management 0.64% Add +21.9% 14,721 $1.6M
Peak Retirement Planning, Inc. 0.63% New 14,719 $1.6M
Polymer Capital Management (US) LLC 0.25% Reduce -3.9% 14,500 $1.5M
Walleye Trading LLC 0.04% Add +311.3% 14,286 $1.5M
Cwm, LLC 0.01% Reduce -1.5% 14,216 $1.5M
Vestcor Inc 0.05% Reduce -2.2% 14,166 $1.5M
Summit Trail Advisors, LLC 0.03% New 13,908 $1.5M
Mizuho Securities USA LLC 0.03% — 13,852 $1.5M
Clarius Group, LLC 0.09% Add +4.0% 13,841 $1.5M
Focus Partners Wealth 0.00% Add +10.4% 13,820 $1.5M
Huntington National Bank 0.01% Reduce -5.6% 13,806 $1.5M
Vista Investment Partners Ii, LLC 0.70% Add +13.0% 13,699 $1.4M
Atria Investments, Inc 0.02% Reduce -13.9% 13,205 $1.4M
Vise Technologies, Inc. 0.06% — 13,109 $1.4M
Systematic Alpha Investments, LLC 0.05% No change 13,088 $1.4M
Kentucky Retirement Systems 0.04% Reduce -6.2% 13,066 $1.4M
MOKAN Wealth Management Inc. 0.77% New 13,013 $1.4M
Redwood Investment Management, LLC 0.14% Add +0.5% 12,847 $1.4M
Stance Capital LLC 0.51% Add +74.5% 12,768 $1.3M
Great Lakes Advisors, LLC 0.01% Reduce -31.0% 12,619 $1.3M
Centennial Bank 0.55% Reduce -0.3% 12,510 $1.3M
Institute for Wealth Management, LLC. 0.15% Add +5.2% 12,489 $1.3M
Hartford Investment Management Co. 0.04% Reduce -2.1% 12,238 $1.3M
Jupiter Wealth Management LLC 0.65% New 9,900 $1.3M
Virtus Family Office LLC 1.64% Reduce -27.1% 12,131 $1.3M
Commons Capital, LLC 0.98% Reduce -31.6% 12,140 $1.3M
New Age Alpha Advisors, LLC 0.06% Reduce -13.3% 12,089 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +9.5% 11,672 $1.2M
Advisors Asset Management, Inc. 0.02% Add +12.3% 11,644 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.9% 11,635 $1.2M
Meiji Yasuda Life Insurance Co 0.04% No change 11,544 $1.2M
Norinchukin Bank, The 0.02% Add +7.0% 11,403 $1.2M
Vinva Investment Management Ltd 0.03% Reduce -81.3% 11,346 $1.2M
Caisse Des Depots Et Consignations 0.05% No change 11,342 $1.2M
Denali Advisors LLC 0.12% Add +73.8% 11,340 $1.2M
Integrity Alliance, Llc. 0.06% Add +10.6% 11,250 $1.2M
UMB Bank, n.a. 0.02% Reduce -2.5% 11,161 $1.2M
Synovus Financial Corp. 0.01% Reduce -48.6% 11,152 $1.2M
Exchange Traded Concepts, LLC 0.01% Add +262.1% 11,085 $1.2M
Metis Global Partners, LLC 0.03% Add +17.9% 11,042 $1.2M
Aspire Private Capital, LLC 0.27% Add +1.0% 10,950 $1.2M
Elo Mutual Pension Insurance Co 0.02% Reduce -31.9% 10,850 $1.1M
Oak Thistle LLC 0.17% New 10,749 $1.1M
X-Square Capital, LLC 0.40% Reduce -1.0% 10,646 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -16.0% 10,624 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 10,600 $1.1M
Unison Advisors LLC 0.12% Add +0.2% 10,552 $1.1M
JT Stratford LLC 0.17% Reduce -10.0% 10,444 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -1.9% 10,433 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -30.0% 10,420 $1.1M
Pensionfund Sabic 0.31% No change 10,400 $1.1M
Cetera Trust Company, N.A 0.66% Add +4.8% 10,402 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -42.4% 10,379 $1.1M
EFG Asset Management (Americas) Corp. 0.20% Reduce -27.0% 10,345 $1.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -15.8% 10,291 $1.1M
Darwin Wealth Management, LLC 0.37% Reduce -11.9% 10,131 $1.1M
Magnetar Financial LLC 0.01% New 10,127 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +0.2% 10,126 $1.1M
Washington Capital Management, Inc. 0.79% No change 10,000 $1.1M
NJ State Employees Deferred Compensation Plan 0.12% No change 10,000 $1.1M
Lombard Odier Asset Management (USA) Corp 0.33% Add +32.9% 9,998 $1.1M
Fidelis Capital Partners, LLC 0.10% Add +1.0% 8,760 $1.1M
Syon Capital LLC 0.07% Add +46.3% 9,889 $1.0M
Mediolanum International Funds Ltd 0.01% Reduce -45.7% 9,799 $1.0M
Ameritas Advisory Services, LLC 0.05% Add +27.0% 9,802 $1.0M
ING Groep NV 0.01% Reduce -73.7% 9,772 $1.0M
BNP Paribas 0.03% Reduce -6.6% 9,771 $1.0M
Whalen Wealth Management Inc. 0.64% New 9,735 $1.0M
New Mexico Educational Retirement Board 0.03% No change 9,538 $1.0M
Maryland State Retirement & Pension System 0.02% No change 9,532 $1.0M
SRN Advisors, LLC 0.91% Add +3.0% 9,495 $1.0M
Tower Research Capital LLC (TRC) 0.03% Add +199.6% 9,468 $998K
Wolverine Trading, LLC 0.03% Reduce -14.5% 9,383 $990K
Jennison Associates LLC 0.00% Add +0.0% 9,382 $989K
Savant Capital, LLC 0.01% Add +12.7% 9,373 $988K
Bayview Asset Management, LLC 0.99% Reduce -34.7% 9,330 $984K
Crestwood Advisors Group, LLC 0.02% Reduce -5.1% 9,294 $980K
Signal Advisors Wealth, LLC 0.08% Add +194.6% 9,208 $971K
Inspire Advisors, LLC 0.10% Reduce -5.5% 9,037 $953K
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.0% 9,037 $953K
OMERS ADMINISTRATION Corp 0.01% Reduce -60.2% 8,975 $947K
E. Ohman J:or Asset Management AB 0.02% No change 8,900 $939K
Allworth Financial LP 0.00% Add +258.3% 8,804 $928K
Duncan Williams Asset Management, LLC 0.29% Add +12.0% 8,802 $928K
Kestra Advisory Services, LLC 0.00% Add +17.7% 8,779 $926K
River Street Advisors LLC 0.39% Add +10.0% 8,686 $916K
1900 Wealth Management LLC 0.07% No change 8,602 $907K
AG2R La Mondiale Gestion D'actifs 0.05% Add +7.3% 8,591 $906K
Lido Advisors, LLC 0.00% Add +6.3% 8,527 $901K
Guggenheim Capital LLC 0.01% Add +12.9% 8,519 $898K
William B. Walkup & Associates, Inc. 0.51% No change 8,276 $873K
Avantax Advisory Services, Inc. 0.00% Add +7.6% 8,250 $870K
United Capital Financial Advisors, LLC 0.01% Reduce -11.3% 8,244 $869K
AlTi Global, Inc. 0.02% Reduce -0.0% 7,640 $869K
Midland Wealth Advisors, LLC 0.05% No change 8,121 $856K
Atlas Capital Advisors Inc. 0.10% Reduce -3.7% 8,071 $851K
Empirical Finance, LLC 0.04% Add +0.6% 8,001 $844K
Lighthouse Investment Partners, LLC 0.04% New 8,000 $844K
Greenfield Savings Bank 0.38% Add +9.5% 7,997 $843K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -67.5% 7,995 $843K
Kesler, Norman & Wride, LLC 0.15% Add +3.2% 7,990 $843K
Bessemer Group Inc. 0.00% Reduce -3.0% 7,889 $833K
Fox Run Management, L.L.C. 0.14% New 7,868 $830K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.2% 7,851 $828K
Ostrum Asset Management 0.04% Reduce -1.7% 7,820 $825K
Traub Capital Management LLC 0.75% — 7,672 $809K
CIBC Private Wealth Group LLC 0.00% Reduce -29.4% 7,597 $801K
CoreCap Advisors, LLC 0.03% Add +308.6% 7,584 $800K
Sequoia Financial Advisors, LLC 0.01% Reduce -65.7% 7,548 $796K
Fifth Third Bancorp 0.00% Add +2.4% 7,456 $786K
HM Payson & Co. 0.01% No change 7,450 $786K
Affinity Investment Advisors, LLC 0.59% No change 7,448 $785K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,424 $783K
Aprio Wealth Management, LLC 0.09% Add +44.3% 7,416 $782K
denkapparat Operations GmbH 0.62% Add +12.1% 7,406 $781K
Bradley Foster & Sargent Inc. 0.01% No change 7,405 $781K
Intact Investment Management Inc. 0.03% New 7,400 $780K
Townsquare Capital LLC 0.08% Reduce -65.1% 7,394 $780K
Graham Capital Management, L.P. 0.02% New 7,349 $775K
Ascent Group, LLC 0.03% Add +26.0% 7,310 $771K
AIA Group Ltd 0.02% Reduce -4.4% 7,283 $768K
TFB Advisors LLC 0.20% Add +10.9% 7,262 $766K
Logan Capital Management Inc. 0.03% Reduce -47.0% 7,116 $750K
Private Advisor Group, LLC 0.00% Reduce -2.6% 7,084 $747K
Drucker Wealth 3.0, LLC 0.14% New 6,555 $746K
Freedom Investment Management, Inc. 0.06% Reduce -2.6% 7,063 $745K
Aster Capital Management (DIFC) Ltd 0.17% Reduce -67.3% 7,004 $739K
Axxcess Wealth Management, LLC 0.02% Add +28.3% 6,986 $737K
Gateway Investment Advisers LLC 0.01% Reduce -0.4% 6,933 $731K
SG Americas Securities, LLC 0.00% Reduce -27.5% 6,912 $729K
Erste Asset Management GmbH 0.01% Add +0.0% 6,937 $728K
Sowell Financial Services LLC 0.03% Add +17.1% 6,881 $726K
Signaturefd, LLC 0.01% Add +2.9% 6,838 $721K
Outlook Wealth Advisors, LLC 0.19% Reduce -0.3% 6,832 $720K
Two Sigma Securities, LLC 0.09% New 6,705 $707K
Cooper Financial Group 0.08% Add +1.4% 6,697 $706K
Group One Trading LLC 0.02% Add +371.0% 6,665 $703K
Concurrent Investment Advisors, LLC 0.01% Reduce -19.1% 6,648 $701K
V-Square Quantitative Management LLC 0.09% Add +1.9% 6,631 $699K
Bank of Hawaii 0.04% Add +180.3% 6,595 $696K
MQS Management LLC 0.38% New 6,566 $692K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -35.5% 6,504 $686K
Formidable Asset Management, LLC 0.11% Reduce -9.3% 6,455 $681K
Independent Advisor Alliance 0.02% Reduce -28.8% 6,414 $676K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.7% 6,394 $674K
Farther Finance Advisors, LLC 0.01% Add +83.8% 6,303 $665K
Intech Investment Management LLC 0.01% Reduce -83.0% 6,183 $652K
Arax Advisory Partners 0.03% Add +74.3% 1,229 $650K
Moloney Securities Asset Management, LLC 0.08% Reduce -2.3% 6,067 $640K
Wellington Management Group LLP 0.00% Reduce -72.7% 6,042 $637K
Choreo, LLC 0.01% Add +19.6% 6,017 $636K
Van Hulzen Asset Management, LLC 0.05% Add +30.3% 6,016 $634K
Penserra Capital Management LLC 0.01% Add +7.2% 6,022 $633K
Montgomery Investment Management Inc. 0.24% New 6,000 $633K
Jain Global LLC 0.01% New 5,998 $633K
Fiduciary Family Office, LLC 0.20% Reduce -40.7% 5,932 $626K
Mgo One Seven LLC 0.02% Reduce -7.6% 5,880 $620K
Kathmere Capital Management, LLC 0.05% Add +9.4% 5,689 $600K
Knuff & Co LLC 0.18% Reduce -5.6% 5,465 $587K
Leonteq Securities AG 0.03% Add +24.1% 5,554 $586K
Liberty Wealth Management LLC 0.09% Add +0.2% 5,551 $585K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.5% 5,546 $585K
Inscription Capital, LLC 0.08% New 5,543 $585K
Anchor Investment Management, LLC 0.05% Reduce -7.4% 5,531 $583K
CSS LLC 0.11% Reduce -15.6% 5,480 $578K
IFP Advisors, Inc 0.02% Reduce -27.1% 4,588 $576K
Jones Financial Companies LLLP 0.00% Add +10.2% 5,449 $575K
Meeder Advisory Services, Inc. 0.03% Add +13.5% 5,443 $574K
Everhart Financial Group, Inc. 0.07% Add +0.2% 5,434 $573K
Wahed Invest LLC 0.09% Reduce -1.1% 5,430 $573K
Patron Partners, LLC 0.28% No change 5,400 $569K
Econ Financial Services Corp 0.29% New 5,375 $567K
Lanark Financial, Inc. 0.05% Add +3.3% 5,365 $565K
Monument Capital Management 0.15% Reduce -87.4% 5,339 $563K
Meridian Wealth Management, LLC 0.02% Reduce -47.8% 5,280 $557K
Menard Financial Group LLC 0.33% Add +1.1% 5,243 $553K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -5.7% 5,226 $551K
Tocqueville Asset Management L.P. 0.01% Add +2.8% 5,206 $549K
Csenge Advisory Group 0.03% Add +3.0% 5,585 $547K
LVW Advisors, LLC 0.06% Reduce -25.6% 5,170 $545K
Johnson Investment Counsel Inc. 0.00% Reduce -20.0% 5,114 $539K
Applied Finance Capital Management, LLC 0.04% Reduce -3.3% 5,096 $537K
Corient IA LP 0.31% No change 5,000 $527K
Investment Management Corp of Ontario 0.01% Reduce -35.0% 4,951 $522K
Quadrant Capital Group LLC 0.02% Add +2.5% 4,934 $520K
Banque Cantonale Vaudoise 0.02% Reduce -18.1% 4,911 $518K
Strategic Investment Advisors / MI 0.05% Reduce -15.3% 4,960 $517K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Reduce -26.9% 4,900 $517K
Ellevest, Inc. 0.08% Add +26.8% 4,869 $513K
Spectrum Asset Management, Inc. (NB/CA) 0.22% New 4,852 $513K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $509K
Coldstream Capital Management Inc. 0.01% Add +1.0% 4,822 $509K
Snowden Capital Advisors LLC 0.01% Reduce -8.7% 4,775 $505K
Aldebaran Financial Inc. 0.55% Reduce -4.1% 4,700 $496K
One Wealth Advisors, LLC 0.07% Add +37.5% 4,700 $496K
Belpointe Asset Management LLC 0.02% Reduce -44.5% 4,613 $486K
Keebeck Wealth Management 0.06% Reduce -0.4% 4,602 $486K
CENTRAL TRUST Co 0.01% Reduce -12.5% 4,584 $483K
Praxis Investment Management Inc. 0.03% New 4,530 $478K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 4,516 $476K
Versant Capital Management, Inc 0.07% Add +6.5% 4,511 $476K
Groupama Asset Managment 0.01% New 4,464 $471K
Intrust Bank NA 0.04% Reduce -3.0% 4,443 $469K
Mufg Securities Americas Inc. 0.04% Add +23.9% 4,442 $468K
Naviter Wealth, LLC 0.06% Reduce -0.2% 4,430 $468K
Colonial River Investments, LLC 0.20% Add +65.8% 4,056 $467K
Callan Family Office, LLC 0.01% Add +96.4% 4,415 $466K
Schwartz Investment Counsel Inc. 0.02% No change 4,398 $464K
Jump Financial, LLC 0.01% Reduce -13.9% 4,398 $464K
Brown Brothers Harriman & Co. 0.00% Add +0.3% 4,388 $463K
DoubleLine ETF Adviser LP 0.15% Reduce -11.6% 4,379 $462K
Chicago Partners Investment Group LLC 0.01% Add +53.0% 3,865 $461K
Nomura Holdings Inc. 0.00% Reduce -31.9% 4,352 $459K
Prudential PLC 0.00% No change 4,316 $455K
Baker Avenue Asset Management, LP 0.01% Add +6.3% 4,277 $451K
Inceptionr LLC 0.10% New 4,263 $450K
Harbor Capital Advisors, Inc. 0.02% Reduce -0.5% 4,234 $447K
Forum Financial Management, LP 0.01% Add +0.2% 4,232 $446K
Compound Planning, Inc. 0.02% Add +2.5% 4,164 $439K
Scientech Research LLC 0.11% New 4,152 $438K
CI Investments Inc. 0.00% Add +4.2% 4,145 $437K
Cynosure Group, LLC 0.05% Add +24.8% 4,133 $436K
Allium Financial Advisors, LLC 0.38% Reduce -1.9% 4,106 $433K
Gryphon Financial Partners LLC 0.06% New 4,095 $432K
M.E. Allison & Co., Inc. 0.35% No change 4,074 $430K
HB Wealth Management, LLC 0.00% Reduce -7.0% 4,072 $429K
Apollon Wealth Management, LLC 0.01% Reduce -6.5% 4,037 $426K
HUB Investment Partners, LLC 0.01% New 4,028 $425K
Yorktown Management & Research Co Inc 0.40% No change 4,000 $422K
World Investment Advisors 0.01% Add +12.0% 3,985 $420K
Tectonic Advisors LLC 0.02% Add +14.3% 3,978 $420K
HighPoint Advisor Group LLC 0.02% Reduce -1.8% 3,975 $419K
Mystic Asset Management, Inc. 0.10% No change 3,950 $417K
United Community Bank 0.14% Reduce -14.0% 3,937 $415K
Old National Bancorp 0.01% Add +1.7% 3,926 $414K
Legal Advantage Investments, Inc. 0.19% Reduce -2.5% 3,920 $413K
Farringdon Capital, Ltd. 0.14% Reduce -20.1% 3,900 $411K
SkyOak Wealth, LLC 0.08% Add +5.9% 3,895 $411K
Rehmann Capital Advisory Group 0.02% Reduce -0.3% 3,883 $410K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,863 $407K
Raleigh Capital Management Inc. 0.17% Reduce -3.9% 3,858 $407K
Community Bank & Trust, Waco, Texas 0.09% No change 3,838 $405K
Norden Group LLC 0.04% Add +3.8% 3,839 $405K
Accurate Wealth Management, LLC 0.06% Add +6.8% 3,507 $404K
Three Seasons Wealth, LLC 0.05% No change 3,804 $402K
Profund Advisors LLC 0.01% Reduce -1.4% 3,763 $397K
D'Orazio & Associates, Inc. 0.06% Reduce -0.8% 3,751 $396K
Columbia Bank 0.12% Add +19.2% 3,629 $395K
Gsa Capital Partners LLP 0.03% New 3,666 $387K
Panagora Asset Management Inc. 0.00% Reduce -96.9% 3,639 $384K
Aaron Wealth Advisors LLC 0.04% Add +8.4% 3,633 $383K
Ballentine Partners, LLC 0.01% Add +3.2% 3,630 $383K
Advus Financial Partners, LLC 0.10% Reduce -5.1% 3,625 $382K
J.W. Cole Advisors, Inc. 0.01% Add +9.8% 3,623 $382K
EP Wealth Advisors, LLC 0.00% Add +40.1% 3,586 $378K
Smith Salley Wealth Management 0.02% No change 3,569 $376K
Glen Eagle Advisors, LLC 0.06% No change 3,567 $376K
Midwest Trust Co 0.01% — 3,560 $375K
Peapack Gladstone Financial Corp. 0.01% No change 3,536 $373K
Planned Solutions, Inc. 0.14% Add +15.1% 3,517 $371K
Quantum Private Wealth, LLC 0.12% Add +3.1% 3,513 $370K
Sagespring Wealth Partners, LLC 0.01% Add +21.7% 3,509 $370K
OneDigital Investment Advisors LLC 0.00% Add +5.6% 3,506 $370K
Natixis 0.00% Reduce -69.1% 3,493 $368K
Richard W. Paul & Associates, LLC 0.13% Reduce -0.5% 3,469 $366K
Scotia Capital Inc. 0.00% Add +20.2% 3,432 $362K
Fifth Third Wealth Advisors LLC 0.02% Reduce -12.5% 3,425 $361K
Advisors Capital Management, LLC 0.01% Reduce -15.8% 3,424 $361K
NorthRock Partners, LLC 0.01% Reduce -20.8% 3,374 $357K
KMG Fiduciary Partners, LLC 0.03% Reduce -3.1% 3,322 $350K
GeoWealth Management, LLC 0.01% Reduce -40.5% 3,306 $349K
Wedmont Private Capital 0.01% Reduce -12.7% 3,049 $347K
Hudson Bay Capital Management LP 0.00% Reduce -90.6% 3,284 $346K
Eads & Heald Wealth Management 0.17% Reduce -4.0% 3,277 $346K
First Horizon Advisors, Inc. 0.01% Add +6.4% 3,268 $345K
Capital Investment Advisors, LLC 0.01% Reduce -5.3% 3,225 $340K
Waterloo Capital, L.P. 0.03% Add +18.1% 3,218 $339K
Global Retirement Partners, LLC 0.01% — 3,211 $339K
Paradigm Asset Management Co. LLC 0.08% Add +60.0% 3,200 $337K
Nautilus Advisors LLC 0.25% No change 3,195 $337K
Kestra Private Wealth Services, LLC 0.00% Reduce -11.9% 3,185 $336K
Clark Financial Services Group Inc. 0.21% Add +10.8% 3,178 $335K
TD Private Client Wealth LLC 0.01% Add +25.5% 3,168 $334K
Caitlin John, LLC 0.30% Reduce -54.0% 3,160 $333K
Algert Global LLC 0.01% Add +6.8% 3,149 $332K
Florida Financial Advisors, LLC 0.08% Reduce -35.1% 3,137 $331K
Equitable Holdings, Inc. 0.00% Add +28.5% 3,126 $330K
Canada Post Corp Registered Pension Plan 0.02% New 3,123 $329K
Cresset Asset Management, LLC 0.00% Reduce -52.3% 3,073 $325K
Nilsine Partners, LLC 0.03% Reduce -87.6% 3,078 $325K
Patten Group, Inc. 0.07% Reduce -17.6% 3,069 $324K
Allianz SE 0.01% No change 3,040 $321K
Moors & Cabot, Inc. 0.01% Reduce -44.9% 3,037 $320K
Everett Harris & Co. 0.00% No change 3,027 $319K
GAMMA Investing LLC 0.02% Reduce -0.8% 3,019 $318K
Parallel Advisors, LLC 0.01% Reduce -10.5% 3,006 $317K
Horizon Advisory Services, Inc. 0.17% Add +0.7% 2,996 $316K
Plato Investment Management Ltd 0.02% No change 2,991 $314K
Fiduciary Alliance LLC 0.02% Reduce -12.8% 2,949 $311K
Fiduciary Trust Co 0.00% Add +11.8% 2,932 $309K
J. Safra Sarasin Holding AG 0.01% Reduce -85.5% 2,906 $306K
Optimum Investment Advisors 0.13% No change 2,900 $306K
Quent Capital, LLC 0.03% Add +1.3% 2,897 $306K
Evergreen Capital Management LLC 0.01% Add +2.8% 2,875 $304K
Integrated Wealth Concepts LLC 0.00% Add +18.8% 2,864 $302K
1858 Wealth Management, LLC 0.22% Reduce -2.8% 2,837 $299K
Renasant Bank 0.20% Reduce -4.7% 2,828 $298K
Dynamic Advisor Solutions LLC 0.01% Add +22.1% 2,815 $297K
Certuity, LLC 0.03% Add +1.1% 2,812 $297K
EntryPoint Capital, LLC 0.15% New 2,806 $296K
Argent Trust Co 0.01% Reduce -4.5% 2,805 $296K
Siemens Fonds Invest GmbH 0.02% Add +17.1% 2,802 $295K
Geneos Wealth Management Inc. 0.01% Add +5.1% 2,698 $285K
Inspire Investing, LLC 0.03% Reduce -88.9% 2,677 $282K
Transcend Capital Advisors, LLC 0.02% Reduce -71.5% 2,675 $282K
Encompass More Asset Management 0.07% New 2,674 $282K
Greenleaf Trust 0.00% Reduce -16.8% 2,667 $281K
Kestra Investment Management, LLC 0.01% Reduce -48.3% 2,657 $280K
Modern Wealth Management, LLC 0.01% Reduce -15.7% 2,633 $278K
Trivium Point Advisory, LLC 0.03% Add +7.2% 2,622 $277K
Parallax Volatility Advisers, L.P. 0.01% Reduce -91.0% 2,615 $276K
Voya Financial Advisors, Inc. 0.03% Reduce -3.5% 2,602 $275K
Ascentis Independent Advisors 0.05% Reduce -0.7% 2,598 $274K
Perigon Wealth Management, LLC 0.01% Reduce -4.6% 2,596 $274K
Bingham Private Wealth, LLC 0.26% Add +3.3% 2,554 $269K
Centaurus Financial, Inc. 0.02% Add +0.5% 2,551 $269K
Tyler-Stone Wealth Management 0.04% No change 2,544 $268K
Wealthcare Advisory Partners LLC 0.01% New 2,518 $266K
Washington Trust Bank 0.02% No change 2,500 $264K
Cidel Asset Management Inc. 0.02% Add +10.3% 2,491 $263K
Burford Brothers, Inc. 0.12% Reduce -0.8% 2,488 $262K
SC&H Financial Advisors, Inc. 0.04% No change 2,480 $262K
Capstone Investment Advisors, LLC 0.00% Reduce -29.3% 2,472 $261K
3Chopt Investment Partners, LLC 0.06% Reduce -89.9% 2,456 $260K
Machina Capital S.A.S. 0.05% Reduce -62.0% 2,462 $260K
Exencial Wealth Advisors, LLC 0.01% Reduce -2.3% 2,445 $258K
Brooklyn Investment Group 0.03% Add +35.1% 2,436 $257K
Manchester Capital Management LLC 0.03% No change 2,385 $252K
Trust Asset Management LLC 0.02% No change 2,382 $251K
Capital Analysts, LLC 0.01% No change 2,350 $248K
MBB Public Markets I LLC 0.03% Reduce -18.9% 2,336 $246K
CFC Planning Co LLC 0.24% Reduce -2.1% 2,333 $246K
Rooted Wealth Advisors, Inc. 0.09% New 2,153 $246K
Smithfield Trust Co 0.01% Reduce -4.7% 2,337 $246K
CX Institutional 0.01% Reduce -1.6% 2,331 $246K
Portside Wealth Group, LLC 0.04% New 2,284 $241K
Bridgefront Capital, LLC 0.06% Reduce -55.6% 2,279 $240K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,278 $240K
Diversified Trust Co. 0.01% Reduce -2.4% 2,277 $240K
Stephens Inc. 0.00% Add +2.1% 2,270 $239K
Leavell Investment Management, Inc. 0.01% Add +4.7% 2,260 $239K
Brookstone Capital Management 0.00% New 2,252 $237K
Hilltop Holdings Inc. 0.02% Reduce -12.9% 2,247 $237K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -16.7% 2,247 $237K
Hancock Whitney Corp. 0.00% Reduce -0.1% 2,244 $237K
Providence Capital Advisors, LLC 0.04% No change 2,241 $236K
Independent Financial Group, LLC 0.01% Add +0.7% 2,233 $235K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -0.5% 2,224 $235K
Measured Wealth Private Client Group, LLC 0.07% Reduce -37.3% 2,223 $234K
Cullen/Frost Bankers, Inc. 0.00% Reduce -12.7% 2,209 $233K
Colonial Trust Co / SC 0.03% Reduce -0.2% 2,196 $232K
Pallas Capital Advisors LLC 0.01% Reduce -5.0% 2,185 $230K
Foundations Investment Advisors, LLC 0.00% Reduce -7.0% 2,166 $228K
Ieq Capital, LLC 0.00% Reduce -21.4% 2,164 $228K
Patton Fund Management, Inc. 0.05% New 2,161 $228K
Stonehaven Wealth & Tax Solutions, LLC 0.22% No change 2,154 $227K
First Eagle Investment Management, LLC 0.00% Add +33.2% 2,150 $227K
Guardian Wealth Advisors, LLC / NC 0.02% Add +0.3% 2,134 $225K
Apella Capital, LLC 0.01% Add +0.5% 2,076 $225K
Red Door Wealth Management, LLC 0.03% New 2,129 $225K
AMG National Trust Bank 0.01% No change 2,121 $224K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.6% 2,112 $223K
Fortem Financial Group, LLC 0.07% Reduce -16.0% 2,105 $222K
Edmp, Inc. 0.19% No change 2,091 $221K
Omnia Family Wealth, LLC 0.08% Reduce -11.5% 2,065 $218K
Opal Wealth Advisors, LLC 0.06% Reduce -5.3% 2,045 $216K
Moody National Bank Trust Division 0.02% No change 2,035 $215K
Juncture Wealth Strategies, LLC 0.08% No change 2,019 $213K
Second Line Capital, LLC 0.05% New 2,008 $212K
Maripau Wealth Management LLC 0.11% New 1,996 $210K
Interchange Capital Partners, LLC 0.05% Reduce -4.7% 1,983 $209K
Roman Butler Fullerton & Co. 0.06% New 1,796 $209K
Cigna Investments Inc. 0.04% Reduce -4.5% 1,976 $208K
Avestar Capital, LLC 0.02% Reduce -36.4% 1,964 $208K
Clearstead Advisors, LLC 0.00% New 1,961 $207K
Omnitrust Wealth Management, Inc 0.24% — 1,502 $206K
Stratos Wealth Partners, LTD. 0.00% Reduce -69.6% 1,900 $200K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.3% 1,892 $200K
Harbour Investments, Inc. 0.01% Reduce -22.9% 1,888 $199K
Harbor Asset Planning, Inc. 0.19% — 1,886 $199K
Ossiam 0.00% Add +24.6% 1,878 $198K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +77.1% 1,821 $192K
Hemington Wealth Management 0.03% Reduce -1.5% 1,751 $184K
Blue Trust, Inc. 0.00% Add +10.7% 1,715 $181K
Wilmington Savings Fund Society, FSB 0.00% Reduce -15.6% 1,642 $173K
Key Financial Inc 0.03% New 1,604 $169K
Park Square Financial Group, LLC 0.12% Reduce -1.4% 1,518 $160K
Bokf, NA 0.00% No change 1,472 $155K
Fulcrum Asset Management LLP 0.04% — 1,466 $155K
Summit Securities Group LLC 0.05% New 1,422 $150K
Cohen & Steers, Inc. 0.00% Reduce -99.5% 1,400 $148K
Peterson Wealth Services 0.04% Reduce -10.6% 1,386 $146K
Simplex Trading, LLC 0.00% Reduce -74.1% 1,369 $144K
Covestor Ltd 0.08% Reduce -17.0% 1,351 $142K
Franchise Capital Ltd 0.07% New 1,300 $137K
Smartleaf Asset Management LLC 0.01% Reduce -25.2% 1,280 $135K
Concord Wealth Partners 0.02% Reduce -81.5% 1,276 $135K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.9% 1,272 $134K
EverSource Wealth Advisors, LLC 0.01% Add +197.1% 1,212 $128K
Westpac Banking Corp. 0.01% No change 1,162 $123K
State of Wyoming 0.01% Reduce -51.7% 1,158 $122K
Millstone Evans Group, LLC 0.08% No change 1,058 $112K
MAI Capital Management 0.00% Reduce -26.9% 1,009 $106K
Private Trust Co. NA 0.01% Reduce -40.9% 1,005 $106K
Elevation Point Wealth Partners, LLC 0.01% New 961 $101K
Bay Harbor Wealth Management, LLC 0.03% Add +5.1% 935 $99K
Quarry LP 0.02% Add +63.6% 934 $99K
Hantz Financial Services, Inc. 0.00% Add +102.2% 922 $97K
Pandora Wealth, Inc. 0.06% Reduce -9.5% 857 $90K
Adirondack Trust Co. 0.03% Add +0.9% 822 $87K
Grove Bank & Trust 0.01% Reduce -0.8% 754 $80K
General Partner, Inc. 0.04% No change 718 $76K
Raiffeisen Bank International AG 0.00% No change 711 $74K
International Assets Investment Management, LLC 0.01% New 20,499 $73K
Park Place Capital Corp 0.02% Add +3.3% 632 $69K
Sentry Investment Management LLC 0.04% No change 637 $69K
AlphaQuest LLC 0.01% Reduce -93.7% 653 $69K
CVA Family Office, LLC 0.01% Reduce -0.2% 636 $67K
Sarver Vrooman Wealth Advisors 0.04% Reduce -19.3% 624 $66K
Richardson Financial Services Inc. 0.04% Add +13.8% 587 $65K
Johnson Financial Group, Inc. 0.00% New 609 $64K
MUFG Securities EMEA plc 0.00% New 596 $63K
Rothschild Investment LLC 0.00% Reduce -11.6% 587 $62K
Cromwell Holdings LLC 0.04% Add +17.9% 580 $61K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -15.7% 549 $58K
CYBER HORNET ETFs LLC 0.04% New 553 $58K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +11.7% 544 $57K
REAP Financial Group, LLC 0.01% Add +188.1% 533 $56K
AllSquare Wealth Management LLC 0.03% No change 516 $54K
Cornerstone Planning Group LLC 0.01% Reduce -12.0% 448 $54K
Riggs Asset Managment Co. Inc. 0.01% No change 500 $53K
Plante Moran Financial Advisors, LLC 0.00% No change 500 $53K
TD Waterhouse Canada Inc. 0.00% Add +7.4% 452 $50K
Reyes Financial Architecture, Inc. 0.04% Reduce -39.5% 466 $49K
Oakworth Capital, Inc. 0.00% Reduce -12.1% 465 $49K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.4% 468 $49K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $48K
Parkside Financial Bank & Trust 0.01% Add +14.5% 451 $48K
Arlington Trust Co LLC 0.01% No change 440 $46K
Deseret Mutual Benefit Administrators 0.02% No change 428 $45K
Longview Financial Advisors LLC 0.03% No change 426 $45K
Hager Investment Management Services, LLC 0.03% Add +33.3% 420 $44K
Financial Perspectives, Inc 0.01% No change 410 $43K
Golden State Wealth Management, LLC 0.01% Reduce -55.0% 409 $43K
Ancora Advisors LLC 0.00% Add +1.0% 404 $43K
Security National Bank 0.01% No change 390 $41K
Coastline Trust Co 0.00% Reduce -96.3% 381 $40K
Twin Peaks Wealth Advisors, LLC 0.01% New 301 $37K
DT Investment Partners, LLC 0.00% No change 334 $35K
Rexford Capital Inc. 0.03% — 330 $35K
Headlands Technologies LLC 0.00% Reduce -75.8% 329 $35K
Talon Private Wealth, LLC 0.00% New 306 $32K
Salem Investment Counselors Inc. 0.00% No change 285 $30K
WealthCollab, LLC 0.02% No change 284 $30K
Whittier Trust Co. 0.00% No change 280 $30K
WPG Advisers, LLC 0.02% Add +4.4% 259 $27K
Rossby Financial, LCC 0.01% Add +8.8% 247 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -75.5% 227 $24K
LRI Investments, LLC 0.00% No change 221 $23K
Westside Investment Management, Inc. 0.00% Add +44.7% 217 $23K
CNB Bank 0.01% No change 219 $23K
JFS Wealth Advisors, LLC 0.00% Reduce -2.3% 212 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $22K
Community Bank, N.A. 0.00% No change 210 $22K
Meeder Asset Management Inc. 0.00% Add +19.9% 205 $22K
Costello Asset Management, INC 0.01% No change 200 $21K
PrairieView Partners, LLC 0.00% No change 200 $21K
Bell Investment Advisors, Inc 0.00% No change 197 $21K
Country Trust Bank 0.00% New 187 $20K
AdvisorNet Financial, Inc 0.00% Reduce -3.1% 186 $20K
Creative Financial Designs Inc. 0.00% Reduce -20.9% 185 $19K
Fortitude Family Office, LLC 0.01% Reduce -46.9% 171 $18K
NewSquare Capital LLC 0.00% Reduce -17.5% 165 $17K
Whipplewood Advisors, LLC 0.01% Add +470.4% 154 $16K
Evelyn Partners Investment Management LLP 0.00% No change 154 $16K
Rise Advisors, LLC 0.01% Add +4.2% 150 $16K
Byrne Asset Management LLC 0.01% Reduce -17.6% 150 $16K
Bellwether Advisors, LLC 0.00% Reduce -97.7% 146 $15K
Tsfg, LLC 0.00% No change 146 $15K
Sound Income Strategies, LLC 0.00% Reduce -93.1% 142 $15K
HHM Wealth Advisors, LLC 0.00% No change 141 $15K
Farmers & Merchants Investments Inc. 0.00% No change 140 $15K
Clearstead Trust, LLC 0.00% New 138 $15K
Strategic Wealth Partners, Ltd. 0.00% — 138 $15K
Creekmur Asset Management LLC 0.00% New 137 $14K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -0.7% 135 $14K
Addison Advisors LLC 0.00% Add +91.2% 130 $14K
Valued Wealth Advisors LLC 0.01% Reduce -23.7% 129 $14K
GW&K Investment Management, LLC 0.00% Add +7.0% 122 $13K
Armstrong Advisory Group, Inc. 0.00% Reduce -27.8% 122 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +12.0% 121 $13K
Morse Asset Management, Inc 0.00% Reduce -79.0% 120 $13K
Crews Bank & Trust 0.00% No change 120 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $12K
True Wealth Design, LLC 0.00% Add +100.0% 108 $11K
GFG Capital, LLC 0.00% New 106 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 106 $11K
Private Wealth Asset Management, LLC 0.00% Reduce -86.5% 102 $11K
Proffitt & Goodson Inc. 0.00% No change 101 $11K
Sierra Ocean, LLC 0.01% Reduce -27.6% 97 $10K
Beacon Capital Management, LLC 0.00% Add +10.2% 97 $10K
New Millennium Group LLC 0.01% No change 89 $9K
West Oak Capital, LLC 0.00% No change 85 $9K
Aspect Partners, LLC 0.00% No change 84 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 80 $8K
Atwood & Palmer Inc. 0.00% New 79 $8K
Financial Management Professionals, Inc. 0.00% Reduce -78.2% 76 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 76 $8K
SouthState Bank Corp 0.00% Reduce -19.4% 75 $8K
High Note Wealth, LLC 0.00% No change 73 $8K
Private Wealth Management Group, LLC 0.00% Reduce -14.5% 71 $7K
SBI Securities Co., Ltd. 0.00% Reduce -45.8% 71 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 70 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $7K
Rakuten Securities, Inc. 0.00% Reduce -4.3% 67 $7K
Avion Wealth 0.00% Reduce -8.1% 68 $7K
Caitong International Asset Management Co., Ltd 0.00% New 62 $7K
MV Capital Management, Inc. 0.00% Reduce -87.1% 62 $7K
Hollencrest Capital Management 0.00% No change 60 $6K
Frazier Financial Advisors, LLC 0.00% No change 59 $6K
Kozak & Associates, Inc. 0.00% Add +1.9% 55 $6K
Global Wealth Strategies & Associates 0.00% No change 57 $6K
Pinnacle Bancorp, Inc. 0.00% No change 55 $6K
Red Tortoise LLC 0.00% No change 54 $6K
Harbor Investment Advisory, LLC 0.00% No change 52 $5K
N.E.W. Advisory Services LLC 0.00% Reduce -75.1% 50 $5K
Abound Wealth Management 0.00% Add +733.3% 50 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 49 $5K
Prestige Wealth Management Group LLC 0.00% No change 44 $5K
Howard Hughes Medical Institute 0.00% New 43 $5K
Valley National Advisers Inc. 0.00% Reduce -11.6% 38 $4K
ORG Partners LLC 0.00% Reduce -42.6% 35 $4K
Cape Investment Advisory, Inc. 0.00% No change 36 $4K
Evergreen Private Wealth LLC 0.00% New 35 $4K
Heritage Wealth Advisors 0.00% No change 32 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 31 $3K
Trifecta Capital Advisors, LLC 0.00% No change 31 $3K
TFC Financial Management, Inc. 0.00% Add +244.4% 31 $3K
S&T Bank 0.00% Add +100.0% 30 $3K
Zions Bancorporation, National Association 0.00% Add +100.0% 30 $3K
Dagco, Inc. 0.00% No change 29 $3K
Pineridge Advisors LLC 0.00% No change 28 $3K
Truvestments Capital LLC 0.00% New 26 $3K
SJS Investment Consulting Inc. 0.00% Reduce -43.5% 26 $3K
WealthTrak Capital Management LLC 0.00% Add +100.0% 22 $2K
GHP Investment Advisors, Inc. 0.00% No change 22 $2K
Asset Dedication, LLC 0.00% No change 21 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -58.3% 20 $2K
Spire Wealth Management 0.00% Reduce -99.3% 20 $2K
IAG Wealth Partners, LLC 0.00% Reduce -64.3% 20 $2K
Hughes Financial Services, LLC 0.00% Reduce -25.0% 15 $2K
Rialto Wealth Management, LLC 0.00% Add +6.7% 16 $2K
Dunhill Financial, LLC 0.00% Reduce -70.0% 15 $2K
Parkworth Wealth Management, Inc. 0.00% Add +30.0% 13 $1K
Legacy Investment Solutions, LLC 0.00% — 12 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -40.0% 12 $1K
Binnacle Investments Inc 0.00% No change 11 $1K
BankPlus Trust Department 0.00% No change 11 $1K
Raffa Wealth Management, LLC 0.00% No change 11 $1K
Total Investment Management Inc. 0.00% New 10 $1K
Garde Capital, Inc. 0.00% No change 10 $1K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -78.3% 13 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
Activest Wealth Management 0.00% Add +0.0% 9 $949
Tortoise Investment Management, LLC 0.00% New 9 $949
Trust Co. of Vermont 0.00% No change 9 $949
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $844
Essential Partners LLC 0.00% — 8 $844
Kilter Group LLC 0.00% New 7 $739
Highline Wealth Partners LLC 0.00% Reduce -12.5% 7 $738
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 6 $633
Stephens Consulting, LLC 0.00% New 6 $633
Sachetta, LLC 0.00% Reduce -44.4% 5 $528
Transce3nd, LLC 0.00% No change 5 $527
Nvwm, LLC 0.00% No change 5 $527
American Capital Advisory, LLC 0.00% New 4 $422
Crewe Advisors LLC 0.00% No change 4 $422
WestEnd Advisors, LLC 0.00% No change 4 $422
Dogwood Wealth Management LLC 0.00% Reduce -80.0% 3 $327
IMA Advisory Services, Inc. 0.00% New 3 $317
DecisionPoint Financial, LLC 0.00% New 2 $220
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $211
Principia Wealth Advisory, LLC 0.00% No change 2 $211
Redwood Park Advisors LLC 0.00% Reduce -91.7% 2 $211
Quaker Wealth Management, LLC 0.00% — 2 $211
GPS Wealth Strategies Group, LLC 0.00% New 2 $211
Valley Wealth Managers, Inc. 0.00% Add +0.0% 1 $57

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