PultegroupPHM

13F holders, Q3 2025 (September 30)
987holders +40
124new positions
76sold out
6famous investors
$132.18avg. 13F price*

At the end of Q3 2025, 987 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, up 40 from Q2 2025. 124 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.8B) and Franklin Resources Inc. ($1.7B). 6 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions124$681.1M
Exits76$235.5M

All 13F filers, Q2 2025 → Q3 2025: 15,328,762 shares bought and 17,346,911 shares sold, net −2,018,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 987 holders

Vanguard Group Inc. 0.05% Reduce -1.7% 22,990,559 $3.0B
BlackRock, Inc. 0.05% Reduce -2.7% 21,082,052 $2.8B
Franklin Resources Inc. 0.43% Add +5.0% 12,900,271 $1.7B
State Street Corp. 0.04% Reduce -7.2% 9,239,875 $1.2B
FMR LLC 0.06% Add +29.9% 8,031,289 $1.1B
Greenhaven Associates Inc. 11.19% Reduce -0.2% 5,569,828 $735.9M
Geode Capital Management, LLC 0.04% Reduce -0.6% 5,242,555 $689.9M
First Trust Advisors LP 0.36% Add +13.3% 3,623,917 $478.8M
JPMorgan Chase & Co. 0.03% Add +20.4% 3,370,295 $445.3M
Dimensional Fund Advisors LP 0.09% Reduce -7.6% 3,141,787 $415.1M
Morgan Stanley 0.02% Add +4.9% 2,890,173 $381.9M
LSV Asset Management 0.82% Reduce -2.8% 2,826,164 $373.4M
Massachusetts Financial Services Co. 0.10% New 2,390,701 $315.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -14.7% 2,168,655 $286.5M
Goldman Sachs Group Inc. 0.04% Add +46.0% 2,168,441 $286.5M
Invesco Ltd. 0.04% Reduce -19.0% 2,133,418 $281.9M
Northern Trust Corp. 0.04% Reduce -3.6% 2,082,622 $275.2M
T. Rowe Price Associates Inc. 0.03% Add +1.5% 1,891,617 $249.9M
American Century Companies Inc. 0.11% Add +120.4% 1,703,049 $225.0M
Bank of America Corp. 0.02% Reduce -4.0% 1,684,744 $222.6M
Deutsche Bank AG 0.07% Reduce -3.9% 1,661,274 $219.5M
Caisse de depot et placement du Quebec 0.39% Reduce -23.9% 1,620,027 $214.1M
Ameriprise Financial Inc. 0.05% Reduce -39.4% 1,495,956 $197.7M
Bank of New York Mellon Corp 0.03% Add +7.3% 1,453,403 $192.0M
Charles Schwab Investment Management Inc. 0.03% Add +0.8% 1,395,936 $184.4M
Legal & General Group Plc 0.04% Reduce -6.1% 1,383,260 $182.8M
UBS Group AG 0.03% Add +24.8% 1,345,392 $177.8M
Nuveen, LLC 0.05% Add +63.7% 1,333,090 $176.1M
Agf Management Ltd. 0.78% New 1,319,512 $174.3M
Victory Capital Management Inc. 0.10% Reduce -23.9% 1,284,421 $169.7M
Captrust Financial Advisors 0.29% Add +6.8% 1,061,377 $140.2M
Amundi 0.04% Reduce -25.8% 1,020,572 $138.3M
Allspring Global Investments Holdings, LLC 0.19% Add +4.3% 869,572 $116.9M
CANADA LIFE ASSURANCE Co 0.15% Add +35.8% 799,953 $106.6M
Balyasny Asset Management L.P. 0.22% Reduce -1.0% 799,203 $105.6M
Citigroup Inc. 0.07% Add +28.6% 754,102 $99.6M
Pacer Advisors, Inc. 0.24% Reduce -36.5% 680,715 $89.9M
HSBC Holdings PLC 0.05% Reduce -21.7% 676,414 $89.3M
Barclays PLC 0.03% Reduce -3.9% 663,378 $87.7M
Clark Capital Management Group, Inc. 0.53% Add +1.5% 645,042 $85.2M
Alyeska Investment Group, L.P. 0.25% Add +1.4% 624,709 $82.5M
BNP Paribas Financial Markets 0.06% Add +32.4% 619,038 $81.8M
Assetmark, Inc. 0.17% Reduce -8.7% 599,391 $79.2M
Pictet Asset Management Holding SA 0.08% Reduce -4.2% 599,243 $79.2M
Royal Bank of Canada 0.01% Add +20.9% 586,029 $77.4M
Swedbank AB 0.08% Reduce -1.0% 584,655 $77.3M
Swiss National Bank 0.04% Reduce -5.3% 577,800 $76.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +35.0% 569,785 $75.3M
Nordea Investment Management AB 0.06% Reduce -37.6% 559,806 $73.3M
Mackenzie Financial Corp. 0.09% Add +41.9% 542,661 $71.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.4% 540,925 $71.5M
Wells Fargo & Company 0.01% Add +4.8% 531,517 $70.2M
Quantinno Capital Management LP 0.19% Add +72.2% 520,248 $68.7M
Junto Capital Management LP 1.39% Reduce -12.0% 503,167 $66.5M
AustralianSuper Pty Ltd 0.31% Reduce -52.9% 489,251 $64.6M
National Pension Service 0.05% Add +7.3% 488,988 $64.6M
Homestead Advisers Corp 1.51% Add +4.4% 478,500 $63.2M
Raymond James Financial Inc. 0.02% Add +2.7% 452,084 $59.7M
Millennium Management 0.05% Add +1580.9% 445,528 $58.9M
Freestone Grove Partners LP 0.43% Reduce -17.3% 439,368 $58.1M
Walleye Capital LLC 0.49% Reduce -22.9% 415,848 $54.9M
Vest Financial, LLC 0.72% Add +13.7% 415,405 $54.9M
Woodline Partners LP 0.26% Reduce -5.0% 414,945 $54.8M
Russell Investments Group, Ltd. 0.06% Add +0.5% 403,521 $53.3M
LPL Financial LLC 0.02% Add +45.9% 400,247 $52.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +2.6% 392,719 $51.9M
Rhumbline Advisers 0.04% Reduce -9.3% 391,139 $51.7M
California Public Employees Retirement System 0.03% Add +0.5% 389,478 $51.5M
Envestnet Asset Management Inc. 0.01% Add +16.1% 371,228 $49.1M
Allianz Asset Management GmbH 0.06% Reduce -29.2% 343,714 $45.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.28% Reduce -13.3% 326,531 $43.1M
STRS Ohio 0.15% Add +348.9% 317,701 $42.0M
Rafferty Asset Management, LLC 0.14% Add +74.9% 315,414 $41.7M
Principal Financial Group Inc. 0.02% Add +24.2% 312,935 $41.3M
AEGON ASSET MANAGEMENT UK Plc 0.48% Reduce -17.0% 307,947 $40.7M
California State Teachers Retirement System 0.04% Reduce -0.6% 306,961 $40.6M
Goldentree Asset Management LP 3.34% New 303,092 $40.0M
AQR Capital Management 0.03% Add +1.0% 299,649 $39.6M
Canada Pension Plan Investment Board 0.03% Add +13.3% 275,154 $36.4M
Aware Super Pty Ltd as trustee of Aware Super 0.49% Reduce -5.2% 270,168 $35.7M
Edmond DE Rothschild Holding S.A. 0.54% Reduce -5.4% 265,000 $35.0M
O'shaughnessy Asset Management, LLC 0.20% Add +6.3% 262,563 $34.7M
Mercer Global Advisors Inc. 0.06% Reduce -16.6% 261,552 $34.6M
Clough Capital Partners L P 3.05% Reduce -12.8% 258,964 $34.2M
Squarepoint Ops LLC 0.07% Reduce -44.0% 258,417 $34.1M
Susquehanna Portfolio Strategies, LLC 0.54% Add +71.1% 257,292 $34.0M
Alliancebernstein L.P. 0.01% Reduce -1.2% 247,393 $32.7M
Prudential Financial Inc. 0.04% Add +15.4% 247,259 $32.7M
Vontobel Holding Ltd. 0.10% Add +80.3% 242,164 $32.0M
Storebrand Asset Management As 0.08% Reduce -10.4% 230,567 $30.5M
Winslow Asset Management Inc. 5.69% Reduce -4.2% 229,379 $30.3M
New York State Teachers Retirement System 0.06% Reduce -5.2% 227,326 $30.0M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -0.6% 223,719 $29.6M
1832 Asset Management L.P. 0.05% New 223,700 $29.6M
Teacher Retirement System of Texas 0.12% Reduce -20.5% 221,781 $29.3M
Bank of Montreal 0.01% Reduce -5.3% 212,582 $28.1M
State Board of Administration of Florida Retirement System 0.05% Reduce -10.8% 211,082 $27.9M
Bridgewater Associates 0.11% Reduce -80.1% 206,085 $27.2M
Macquarie Group Ltd. 0.03% Reduce -9.4% 200,335 $26.5M
GMO 0.07% Reduce -5.1% 198,475 $26.2M
Zacks Investment Management 0.21% Add +3.1% 197,045 $26.0M
Schroder Investment Management Group 0.02% Add +27.0% 192,211 $25.6M
Danske Bank A/S 0.06% Reduce -46.4% 191,665 $25.3M
State of Wisconsin Investment Board 0.06% Reduce -0.4% 191,100 $25.3M
Treasurer of the State of North Carolina 0.08% Reduce -2.6% 188,443 $24.9M
Sei Investments Co. 0.03% Reduce -0.6% 187,486 $24.8M
Jackson Hill Advisors, LLC 11.24% Add +8.4% 180,000 $23.8M
Dana Investment Advisors, Inc. 0.69% Reduce -1.0% 177,919 $23.5M
Moran Wealth Management, LLC 0.70% Reduce -2.7% 176,391 $23.3M
Assenagon Asset Management S.A. 0.03% Reduce -61.7% 166,790 $22.0M
Aviva PLC 0.04% Add +2.5% 166,265 $22.0M
Susquehanna International Group, LLP 0.03% Add +111.1% 161,276 $21.3M
TD Asset Management Inc 0.02% Add +91.7% 157,888 $20.9M
Osaic Holdings, Inc. 0.03% Add +3.1% 156,435 $20.7M
Brandywine Global Investment Management, LLC 0.14% Reduce -61.2% 155,700 $20.6M
QRG Capital Management, Inc. 0.24% Reduce -61.9% 150,891 $19.9M
Natixis Advisors, LLC 0.03% Reduce -0.8% 147,794 $19.5M
GRS Advisors, LLC 1.83% New 147,637 $19.5M
Citadel Advisors 0.02% Reduce -93.3% 146,661 $19.4M
Distillate Capital Partners LLC 1.00% Reduce -1.4% 145,651 $19.3M
Oddo BHF Asset Management Sas 0.72% Reduce -3.9% 142,670 $18.9M
Verition Fund Management LLC 0.11% Add +43.4% 140,563 $18.6M
SCS Capital Management LLC 0.20% Reduce -0.2% 140,511 $18.6M
Korea Investment CORP 0.04% Reduce -30.8% 139,042 $18.4M
Berkshire Asset Management LLC 0.78% Reduce -3.1% 138,300 $18.3M
Eastern Bank 0.32% Add +0.5% 137,407 $18.2M
Basswood Capital Management, L.L.C. 0.83% No change 135,730 $17.9M
Sanctuary Advisors, LLC 0.10% Add +79.3% 133,830 $17.7M
Aptus Capital Advisors, LLC 0.16% Reduce -8.6% 132,259 $17.5M
Systematic Financial Management LP 0.42% Reduce -2.5% 132,156 $17.5M
NorthCrest Asset Manangement, LLC 0.40% Add +0.8% 130,472 $16.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -15.7% 126,353 $16.7M
Eagle Capital Management LLC 0.05% Add +6.6% 125,144 $16.5M
Corient Private Wealth LP 0.03% Add +13.2% 124,763 $16.5M
Qube Research & Technologies Ltd 0.02% Reduce -87.2% 121,075 $16.0M
National Bank of Canada 0.02% Reduce -26.1% 117,112 $15.5M
Empowered Funds, LLC 0.15% Reduce -18.0% 114,626 $15.1M
Cohen & Steers, Inc. 0.03% Add +8019.0% 113,666 $15.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.5% 112,312 $14.8M
New York State Common Retirement Fund 0.02% Reduce -8.8% 109,623 $14.5M
Royal London Asset Management Ltd. 0.03% Reduce -4.9% 108,710 $14.4M
Los Angeles Capital Management LLC 0.05% Add +279.3% 108,456 $14.3M
Handelsbanken Fonder AB 0.04% Add +2.6% 107,242 $14.2M
Nisa Investment Advisors, LLC 0.05% Add +10.5% 105,470 $14.0M
Cetera Investment Advisers 0.02% Add +13.9% 104,730 $13.8M
State of Tennessee, Department of Treasury 0.05% Add +6.1% 104,549 $13.8M
AE Wealth Management LLC 0.09% Add +0.7% 103,938 $13.7M
DekaBank Deutsche Girozentrale 0.02% No change 103,334 $13.7M
Achmea Investment Management B.V. 0.17% Reduce -5.7% 103,631 $13.7M
Patten & Patten Inc. 0.80% Reduce -3.1% 103,589 $13.7M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -4.9% 100,981 $13.3M
Credit Agricole S A 0.04% — 100,952 $13.3M
Third Avenue Management LLC 2.44% Reduce -0.2% 96,766 $13.0M
Wealthfront Advisers LLC 0.03% Reduce -1.6% 96,465 $12.7M
APG Asset Management N.V. 0.04% Reduce -1.7% 112,300 $12.6M
Clearbridge Investments, LLC 0.01% Add +20.2% 95,241 $12.6M
Forsta Ap-Fonden 0.07% Add +2.9% 90,000 $11.9M
Leuthold Group, LLC 1.29% Reduce -0.1% 89,134 $11.8M
Cambria Investment Management, L.P. 0.70% Reduce -3.2% 87,621 $11.6M
Loomis Sayles & Co. L P 0.01% Reduce -32.1% 87,533 $11.6M
Asset Management One Co., Ltd. 0.03% Reduce -2.5% 86,313 $11.4M
Robeco Institutional Asset Management B.V. 0.02% Reduce -27.2% 86,298 $11.4M
Edgestream Partners, L.P. 0.33% Add +30.4% 86,061 $11.4M
Elk River Wealth Management LLC 1.75% Reduce -1.1% 82,573 $10.9M
Man Group plc 0.02% Reduce -88.4% 82,422 $10.9M
Royce & Associates LP 0.11% Add +1.1% 82,216 $10.9M
State of Michigan Retirement System 0.05% Reduce -1.5% 80,969 $10.7M
Truist Financial Corp. 0.01% Add +5.3% 80,566 $10.6M
Shellback Capital, LP 0.67% Add +220.0% 80,000 $10.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -22.7% 77,489 $10.2M
Mn Services Vermogensbeheer B.V. 0.06% No change 75,400 $10.0M
Comerica Bank 0.04% Reduce -3.7% 73,955 $9.8M
Toronto Dominion Bank 0.02% Reduce -10.3% 73,063 $9.7M
Jane Street Group, LLC 0.01% New 71,949 $9.5M
Foster & Motley Inc. 0.51% Reduce -4.0% 71,792 $9.5M
Illinois Municipal Retirement Fund 0.12% Reduce -35.7% 71,757 $9.5M
Bogart Wealth, LLC 0.38% Add +3.8% 71,319 $9.4M
Rakuten Investment Management, Inc. 0.03% — 46,549 $9.4M
Public Employees Retirement System of Ohio 0.03% Reduce -3.0% 71,074 $9.4M
Resona Asset Management Co.,Ltd. 0.04% Reduce -7.2% 70,924 $9.4M
KLP Kapitalforvaltning As 0.04% Reduce -52.9% 70,664 $9.4M
Discovery Capital Management, LLC / CT 0.50% New 68,200 $9.0M
Walleye Trading LLC 0.14% Add +372.1% 67,446 $8.9M
Schonfeld Strategic Advisors LLC 0.06% Reduce -60.1% 66,605 $8.8M
Kinsale Capital Group, Inc. 1.60% Add +8.3% 66,428 $8.8M
FIL Ltd 0.01% Reduce -18.9% 65,778 $8.7M
Patton Albertson Miller Group, LLC 1.05% Reduce -0.7% 65,653 $8.7M
MML Investors Services, LLC 0.02% Add +8.6% 65,203 $8.6M
Benjamin Edwards Inc. 0.10% Add +12.2% 65,193 $8.6M
Ritholtz Wealth Management 0.16% Add +4.2% 63,883 $8.4M
Aberdeen Group plc 0.01% Reduce -6.1% 61,043 $8.1M
Xponance LLC 0.06% Reduce -4.0% 60,503 $8.0M
Andra AP-fonden 0.10% Reduce -52.1% 60,400 $8.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +29.9% 59,354 $7.8M
Arizona State Retirement System 0.04% Add +0.3% 59,101 $7.8M
CWA Asset Management Group, LLC 0.28% Reduce -1.4% 57,984 $7.7M
NorthCoast Asset Management LLC 0.03% Reduce -0.5% 57,560 $7.6M
Candriam S.C.A. 0.04% Add +7.2% 55,617 $7.3M
Financial Strategies Group, Inc. 1.37% Reduce -0.5% 60,659 $7.2M
State of New Jersey Common Pension Fund D 0.03% No change 54,101 $7.1M
Adams Diversified Equity Fund, Inc. 0.24% New 53,500 $7.1M
Wedge Capital Management L L P 0.12% Add +6.2% 53,272 $7.0M
Waverly Advisors, LLC 0.07% Add +2.8% 51,997 $6.9M
Neuberger Berman Group LLC 0.01% Reduce -16.6% 51,871 $6.9M
&partners 0.04% Add +6.9% 22,876 $6.8M
IFM Investors Pty Ltd 0.06% No change 50,988 $6.7M
Czech National Bank 0.05% Add +2.3% 50,110 $6.6M
RBF Capital, LLC 0.30% No change 50,000 $6.6M
Van Eck Associates Corp. 0.01% Add +4.0% 49,560 $6.5M
PNC Financial Services Group, Inc. 0.00% Add +6.5% 49,336 $6.5M
Oppenheimer & Co. Inc. 0.08% Add +5.4% 49,103 $6.5M
MetLife Investment Management, LLC 0.03% Reduce -4.1% 48,939 $6.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.2% 49,773 $6.5M
Vanguard Personalized Indexing Management, LLC 0.06% Add +1.9% 47,854 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.6% 47,378 $6.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -10.0% 47,134 $6.2M
EFG Asset Management (Americas) Corp. 1.07% Add +351.9% 46,752 $6.2M
Swiss Life Asset Management Ltd 0.03% Reduce -5.6% 46,681 $6.2M
Caprock Group, LLC 0.15% — 45,919 $6.1M
Pathstone Holdings, LLC 0.02% Reduce -0.2% 45,826 $6.1M
Voya Investment Management LLC 0.01% Reduce -23.1% 45,600 $6.0M
Larson Financial Group LLC 0.21% Add +1.2% 45,016 $5.9M
Orion Porfolio Solutions, LLC 0.05% Add +18.2% 44,690 $5.9M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +8.2% 44,274 $5.8M
ProShare Advisors LLC 0.01% Reduce -5.2% 44,272 $5.8M
Cerity Partners LLC 0.01% Add +5.7% 44,033 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -23.7% 43,808 $5.8M
Ensign Peak Advisors, Inc 0.01% Reduce -30.3% 43,588 $5.8M
Hudson Capital Management LLC 1.57% Add +1.5% 43,417 $5.7M
Meritage Portfolio Management 0.37% Reduce -10.5% 42,556 $5.6M
Howard Capital Management, LLC 0.07% Reduce -7.0% 42,522 $5.6M
Retirement Systems of Alabama 0.02% Reduce -2.1% 42,087 $5.6M
Fuller & Thaler Asset Management, Inc. 0.02% Add +18.2% 42,041 $5.6M
Janney Montgomery Scott LLC 0.01% Add +12.8% 41,976 $5.5M
Rockefeller Capital Management L.P. 0.01% Reduce -68.5% 41,866 $5.5M
Seascape Capital Management 1.57% Add +1.6% 41,326 $5.5M
Argyle Capital Management, LLC 1.88% Reduce -0.2% 41,091 $5.4M
Karani Asset Management LLC 4.63% Add +3.1% 41,026 $5.4M
Old Second National Bank of Aurora 1.11% Reduce -2.5% 40,645 $5.4M
Scopus Asset Management, L.P. 0.13% New 40,000 $5.3M
Glenmede Investment Management, LP 0.03% Reduce -5.7% 39,814 $5.3M
Glenview Trust Co 0.08% Reduce -0.9% 39,520 $5.2M
Park Avenue Securities LLC 0.04% Add +4.0% 39,104 $5.2M
Level Four Advisory Services, LLC 0.18% Reduce -5.7% 39,070 $5.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -5.5% 38,932 $5.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -11.5% 39,617 $5.1M
DNB Asset Management AS 0.02% Add +10.1% 38,346 $5.1M
Mariner, LLC 0.01% Reduce -9.2% 37,924 $5.0M
Amalgamated Bank 0.04% Reduce -3.2% 37,881 $5.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -6.9% 37,845 $5.0M
USS Investment Management Ltd 0.02% No change 36,498 $4.8M
Pinebridge Investments, L.P. 0.04% Reduce -29.6% 36,332 $4.8M
Bank of Nova Scotia 0.01% Add +68.3% 35,342 $4.7M
KBC Group NV 0.01% Add +10.0% 34,912 $4.6M
Montag A & Associates Inc. 0.21% Reduce -0.1% 34,081 $4.5M
Stifel Financial Corp. 0.00% Add +1.8% 33,957 $4.5M
Ethic Inc. 0.07% Reduce -13.2% 33,639 $4.4M
Twin Capital Management Inc. 0.56% Reduce -23.8% 33,423 $4.4M
Blair William & Co. 0.01% Add +0.1% 32,993 $4.4M
Utah Retirement Systems 0.04% Reduce -2.8% 32,510 $4.3M
Daiwa Securities Group Inc. 0.01% Add +2.6% 32,477 $4.3M
Shayne & Jacobs, LLC 1.32% No change 32,192 $4.3M
Police & Firemen's Retirement System of New Jersey 0.03% Add +6.0% 32,174 $4.3M
First Manhattan Co. Llc. 0.01% New 31,825 $4.2M
Creative Planning 0.00% Add +7.1% 31,848 $4.2M
Himension Capital (singapore) Pte. LTD. 0.25% New 31,098 $4.1M
Channel Wealth LLC 1.09% Add +44.8% 30,838 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -16.3% 30,764 $4.1M
GTS Securities LLC 0.15% Reduce -37.0% 30,455 $4.0M
Boothbay Fund Management, LLC 0.10% New 29,082 $3.8M
CIBC Asset Management Inc 0.01% Reduce -0.2% 28,966 $3.8M
New York Life Investment Management LLC 0.03% Reduce -4.0% 28,890 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -9.2% 28,806 $3.8M
IFG Advisory, LLC 0.17% Add +9.2% 28,733 $3.8M
Tidal Investments LLC 0.02% Reduce -5.3% 28,726 $3.8M
Dean Investment Associates, LLC 0.53% Add +6.4% 28,712 $3.8M
River Wealth Advisors LLC 0.44% Reduce -7.5% 28,311 $3.7M
iSAM Funds (UK) Ltd 0.76% New 27,910 $3.7M
Baird Financial Group, Inc. 0.01% Reduce -4.5% 27,759 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +18.6% 27,399 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -10.9% 27,342 $3.6M
CIBC Bancorp USA Inc. 0.02% — 27,332 $3.6M
Teewinot Capital Advisers, L.L.C. 0.28% New 27,208 $3.6M
Gotham Asset Management 0.02% Add +28.2% 27,012 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +0.1% 26,495 $3.5M
Meiji Yasuda Asset Management Co Ltd. 0.17% Reduce -3.5% 26,455 $3.5M
Ellis Investment Partners, LLC 0.63% Add +0.2% 26,368 $3.5M
NEOS Investment Management LLC 0.03% Add +51.5% 25,831 $3.4M
Two Sigma Securities, LLC 0.50% Add +283.7% 25,725 $3.4M
Atria Investments, Inc 0.04% Add +91.5% 25,291 $3.3M
Janus Henderson Group PLC 0.00% Reduce -10.0% 25,140 $3.3M
Summit Trail Advisors, LLC 0.05% Add +80.5% 25,099 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.0% 25,107 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -8.6% 24,439 $3.2M
Regions Financial Corp. 0.02% Reduce -28.8% 24,088 $3.2M
Elo Mutual Pension Insurance Co 0.05% Add +121.5% 24,032 $3.2M
UniSuper Management Pty Ltd 0.02% Reduce -2.5% 23,896 $3.2M
Todd Asset Management LLC 0.06% No change 23,438 $3.1M
Twin Tree Management, LP 0.14% New 23,350 $3.1M
Hennessy Advisors Inc. 0.10% Add +1.3% 23,000 $3.0M
Oregon Public Employees Retirement Fund 0.04% Add +30.0% 22,513 $3.0M
OP Asset Management Ltd 0.04% Add +4.3% 22,421 $3.0M
Pinnacle Associates Ltd. 0.04% Add +7.2% 21,707 $2.9M
Gabelli Funds LLC 0.02% Reduce -1.8% 21,600 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -4.2% 21,566 $2.8M
HighTower Advisors, LLC 0.00% Add +11.8% 21,552 $2.8M
Merit Financial Group, LLC 0.03% Add +6.3% 21,446 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -7.0% 21,383 $2.8M
Wright Investors Service Inc. 0.81% Add +24.9% 21,264 $2.8M
Vident Advisory, LLC 0.03% Add +3.6% 20,747 $2.7M
US Bancorp \de 0.00% Add +0.6% 20,686 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.9% 20,645 $2.7M
Graham Capital Management, L.P. 0.15% Add +180.6% 20,618 $2.7M
Sterling Capital Management LLC 0.04% Reduce -7.7% 20,214 $2.7M
DAVENPORT & Co LLC 0.01% No change 20,208 $2.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.20% No change 20,000 $2.6M
BLI - Banque de Luxembourg Investments 0.08% Reduce -10.1% 19,600 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 19,716 $2.6M
Tredje AP-fonden 0.02% Reduce -47.2% 19,508 $2.6M
Horizon Investments, LLC 0.03% Add +6.4% 19,032 $2.5M
Palisade Capital Management, LP 0.08% Reduce -19.7% 19,020 $2.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -10.0% 18,866 $2.5M
Avanza Fonder AB 0.06% Add +2.6% 18,682 $2.5M
Brendel Financial Advisors LLC 1.24% New 18,211 $2.4M
Commerce Bank 0.01% Reduce -2.9% 18,074 $2.4M
Aster Capital Management (DIFC) Ltd 1.19% Add +154.0% 17,793 $2.4M
Lombard Odier Asset Management (USA) Corp 0.62% Add +74.8% 17,480 $2.3M
Thrive Capital Management, LLC 0.60% Reduce -9.6% 17,480 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +69.5% 17,588 $2.3M
XTX Topco Ltd 0.12% New 17,360 $2.3M
AIA Group Ltd 0.04% Add +138.3% 17,357 $2.3M
Generali Asset Management SPA SGR 0.05% New 17,253 $2.3M
Burney Co./ 0.07% Reduce -0.2% 17,103 $2.3M
Principal Securities, Inc. 0.04% Add +6.7% 17,053 $2.3M
Signal Advisors Wealth, LLC 0.20% Add +83.6% 16,909 $2.2M
Trail Ridge Investment Advisors, LLC 0.99% No change 16,705 $2.2M
Public Sector Pension Investment Board 0.01% Add +10.7% 16,663 $2.2M
Peak Retirement Planning, Inc. 0.62% Add +12.8% 16,605 $2.2M
Advisory Services Network, LLC 0.03% Reduce -6.8% 16,535 $2.2M
Venturi Wealth Management, LLC 0.10% Reduce -7.1% 16,121 $2.1M
Natixis 0.01% Add +359.9% 16,063 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 16,022 $2.1M
M&T Bank Corp 0.01% Reduce -12.7% 15,722 $2.1M
Valley National Advisers Inc. 0.32% Add +41271.1% 15,721 $2.1M
Brevan Howard Capital Management LP 0.03% Reduce -32.5% 15,655 $2.1M
Capstone Investment Advisors, LLC 0.02% Add +529.3% 15,555 $2.1M
Altman Advisors, Inc. 0.78% New 15,481 $2.0M
Westerkirk Capital Inc. 0.23% Reduce -5.6% 15,300 $2.0M
Inlet Private Wealth, LLC 0.45% Add +0.0% 15,197 $2.0M
Pitcairn Co. 0.16% Reduce -20.1% 15,160 $2.0M
Group One Trading LLC 0.06% Add +127.3% 15,148 $2.0M
PEAK6 LLC 0.05% New 15,043 $2.0M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -0.3% 14,942 $2.0M
Dean Capital Management 0.76% No change 14,721 $1.9M
Mizuho Securities USA LLC 0.04% Add +3.7% 14,370 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +88.3% 14,307 $1.9M
Cwm, LLC 0.01% Add +0.7% 14,308 $1.9M
Drucker Wealth 3.0, LLC 0.33% Add +115.1% 14,098 $1.9M
Huntington National Bank 0.01% Add +0.3% 13,840 $1.8M
Arax Advisory Partners 0.03% Add +1020.5% 13,771 $1.8M
Trexquant Investment LP 0.02% New 13,611 $1.8M
Focus Partners Wealth 0.00% Reduce -4.5% 13,205 $1.7M
AXA Investment Managers S.A. 0.00% — 13,109 $1.7M
Systematic Alpha Investments, LLC 0.06% No change 13,088 $1.7M
Vise Technologies, Inc. 0.06% Reduce -0.3% 13,065 $1.7M
Institute for Wealth Management, LLC. 0.17% Add +1.8% 12,711 $1.7M
Syon Capital LLC 0.09% Add +28.2% 12,674 $1.7M
CreativeOne Wealth, LLC 0.04% Reduce -36.3% 12,447 $1.6M
Kentucky Retirement Systems 0.05% Reduce -5.5% 12,343 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +4.5% 12,194 $1.6M
Nomura Holdings Inc. 0.01% Add +179.7% 12,171 $1.6M
Commons Capital, LLC 1.08% No change 12,140 $1.6M
Virtus Family Office LLC 1.50% Reduce -0.3% 12,094 $1.6M
Tower Research Capital LLC (TRC) 0.04% Add +27.4% 12,063 $1.6M
SummitTX Capital, L.P. 0.07% Reduce -84.5% 12,040 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -35.6% 11,895 $1.6M
Great Lakes Advisors, LLC 0.01% Reduce -6.2% 11,832 $1.6M
Hartford Investment Management Co. 0.05% Reduce -4.3% 11,715 $1.5M
Aspire Private Capital, LLC 0.34% Add +6.5% 11,659 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.1% 11,619 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -22.1% 11,518 $1.5M
Knuff & Co LLC 0.44% Add +109.6% 11,457 $1.5M
Meiji Yasuda Life Insurance Co 0.04% Reduce -0.8% 11,446 $1.5M
Caisse Des Depots Et Consignations 0.06% No change 11,342 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -68.4% 11,277 $1.5M
Norinchukin Bank, The 0.02% Reduce -1.1% 11,275 $1.5M
Advisors Asset Management, Inc. 0.03% Reduce -4.1% 11,167 $1.5M
UMB Bank, n.a. 0.02% Reduce -0.4% 11,113 $1.5M
Twinbeech Capital LP 0.06% New 11,074 $1.5M
Synovus Financial Corp. 0.02% Reduce -0.8% 11,068 $1.5M
Jupiter Wealth Management LLC 0.68% Add +10.1% 10,900 $1.4M
RFG Advisory, LLC 0.03% Reduce -58.1% 10,784 $1.4M
Fidelis Capital Partners, LLC 0.11% Add +22.2% 10,705 $1.4M
Logan Capital Management Inc. 0.06% Add +50.0% 10,676 $1.4M
X-Square Capital, LLC 0.44% Reduce -0.1% 10,639 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% No change 10,624 $1.4M
Ascent Group, LLC 0.05% Add +45.3% 10,623 $1.4M
Unison Advisors LLC 0.13% Add +0.2% 10,572 $1.4M
Aaron Wealth Advisors LLC 0.08% Add +190.8% 10,566 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +1.0% 10,520 $1.4M
Polymer Capital Management (US) LLC 0.18% Reduce -27.6% 10,500 $1.4M
Inscription Capital, LLC 0.15% Add +89.0% 10,479 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -1.9% 10,400 $1.4M
Pensionfund Sabic 0.37% No change 10,400 $1.4M
Townsquare Capital LLC 0.21% Add +40.4% 10,380 $1.4M
Cetera Trust Company, N.A 0.76% Reduce -1.4% 10,252 $1.4M
Bayesian Capital Management, LP 0.27% New 10,108 $1.3M
New Age Alpha Advisors, LLC 0.06% Reduce -16.5% 10,089 $1.3M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.0% 10,085 $1.3M
Stance Capital LLC 0.49% Reduce -21.3% 10,054 $1.3M
Washington Capital Management, Inc. 0.95% No change 10,000 $1.3M
NJ State Employees Deferred Compensation Plan 0.15% No change 10,000 $1.3M
WINTON GROUP Ltd 0.05% New 9,930 $1.3M
Savant Capital, LLC 0.01% Add +5.2% 9,856 $1.3M
BNP Paribas 0.04% Reduce -0.8% 9,688 $1.3M
GC Wealth Management RIA, LLC 0.04% New 9,705 $1.3M
J. Safra Sarasin Holding AG 0.02% Add +231.4% 9,631 $1.3M
Maryland State Retirement & Pension System 0.03% No change 9,532 $1.3M
Securian Asset Management, Inc. 0.03% Reduce -9.1% 9,480 $1.3M
Investment Management Corp of Ontario 0.02% Add +91.1% 9,463 $1.3M
Jennison Associates LLC 0.00% Add +0.3% 9,411 $1.2M
Caption Management, LLC 0.07% New 9,300 $1.2M
MOKAN Wealth Management Inc. 0.62% Reduce -28.6% 9,288 $1.2M
Crestwood Advisors Group, LLC 0.02% Reduce -0.8% 9,220 $1.2M
Mgo One Seven LLC 0.03% Add +56.5% 9,199 $1.2M
Vestcor Inc 0.04% Reduce -35.2% 9,182 $1.2M
Denali Advisors LLC 0.14% Reduce -19.4% 9,135 $1.2M
Cookson Peirce & Co. Inc. 0.05% New 9,117 $1.2M
Redwood Investment Management, LLC 0.13% Reduce -29.2% 9,099 $1.2M
Farther Finance Advisors, LLC 0.02% Add +43.9% 9,068 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -5.2% 9,038 $1.2M
Allworth Financial LP 0.01% Add +2.6% 9,031 $1.2M
OMERS ADMINISTRATION Corp 0.01% No change 8,975 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 8,900 $1.2M
SG Americas Securities, LLC 0.00% Add +28.4% 8,877 $1.2M
River Street Advisors LLC 0.45% Add +1.8% 8,840 $1.2M
Clarius Group, LLC 0.07% Reduce -36.2% 8,836 $1.2M
Myriad Asset Management US LP 0.63% New 8,826 $1.2M
Oak Thistle LLC 0.18% Reduce -18.0% 8,815 $1.2M
Aprio Wealth Management, LLC 0.12% Add +18.6% 8,792 $1.2M
Jump Financial, LLC 0.02% Add +99.2% 8,761 $1.2M
Kathmere Capital Management, LLC 0.08% Add +53.7% 8,745 $1.2M
Tounjian Advisory Partners, LLC 0.38% Reduce -86.7% 8,692 $1.1M
1900 Wealth Management LLC 0.08% No change 8,602 $1.1M
Bessemer Group Inc. 0.00% Add +8.9% 8,594 $1.1M
Checchi Capital Advisers, LLC 0.08% Reduce -16.1% 8,494 $1.1M
Shell Asset Management Co. 0.11% Reduce -53.0% 8,485 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +11.8% 8,439 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +1.8% 8,393 $1.1M
William B. Walkup & Associates, Inc. 0.59% Add +0.6% 8,329 $1.1M
Greenfield Savings Bank 0.46% Add +3.2% 8,255 $1.1M
Inspire Advisors, LLC 0.10% Reduce -8.7% 8,255 $1.1M
Choreo, LLC 0.01% Add +34.8% 8,111 $1.1M
Midland Wealth Advisors, LLC 0.06% No change 8,121 $1.1M
Empirical Finance, LLC 0.05% Add +0.8% 8,065 $1.1M
Centennial Bank 0.41% Reduce -36.4% 7,954 $1.1M
Elevation Point Wealth Partners, LLC 0.07% Add +723.3% 7,912 $1.0M
Winnacle Wealth LLC 0.82% New 7,846 $1.0M
Kestra Advisory Services, LLC 0.00% Reduce -10.4% 7,868 $1.0M
Dymon Asia Capital (singapore) Pte. LTD. 0.42% New 7,865 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -2.3% 7,810 $1.0M
Federated Hermes, Inc. 0.00% Reduce -76.2% 7,798 $1.0M
Traub Capital Management LLC 1.00% No change 7,672 $1.0M
AlTi Global, Inc. 0.02% Add +0.2% 7,658 $1.0M
Private Advisor Group, LLC 0.01% Add +8.1% 7,660 $1.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -3.2% 7,597 $1.0M
Fifth Third Bancorp 0.00% Add +1.5% 7,571 $1.0M
Retireful, LLC 0.96% New 7,482 $989K
HM Payson & Co. 0.01% No change 7,450 $984K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,424 $981K
Bradley Foster & Sargent Inc. 0.01% No change 7,405 $978K
CoreCap Advisors, LLC 0.04% Reduce -2.4% 7,404 $978K
Fiduciary Family Office, LLC 0.28% Add +23.4% 7,320 $967K
Ostrum Asset Management 0.04% Reduce -6.6% 7,306 $965K
Crossmark Global Holdings, Inc. 0.01% Reduce -72.4% 7,256 $959K
Guggenheim Capital LLC 0.01% Reduce -15.1% 7,233 $956K
Allstate Corp. 0.02% New 7,224 $955K
Sowell Financial Services LLC 0.04% Add +3.7% 7,138 $943K
Quantessence Capital LLC 0.30% New 7,076 $935K
Integrity Alliance, Llc. 0.04% Reduce -37.4% 7,045 $931K
Van Hulzen Asset Management, LLC 0.07% Add +16.6% 7,016 $927K
Petra Financial Advisors Inc. 0.54% New 6,966 $920K
Gateway Investment Advisers LLC 0.01% No change 6,933 $916K
Axxcess Wealth Management, LLC 0.02% Reduce -1.1% 6,908 $913K
Outlook Wealth Advisors, LLC 0.23% Add +0.7% 6,881 $909K
Signaturefd, LLC 0.01% Add +0.6% 6,877 $909K
AG2R La Mondiale Gestion D'actifs 0.05% No change 8,591 $906K
Formidable Asset Management, LLC 0.14% Add +13.5% 7,324 $905K
Wellington Management Group LLP 0.00% Add +11.7% 6,751 $892K
Metis Global Partners, LLC 0.02% Reduce -39.1% 6,722 $888K
Bank of Hawaii 0.04% Add +0.9% 6,657 $880K
Independent Advisor Alliance 0.02% Add +3.3% 6,624 $875K
Canada Post Corp Registered Pension Plan 0.04% Add +108.9% 6,523 $868K
Everhart Financial Group, Inc. 0.09% Add +18.9% 6,462 $854K
Baker Avenue Asset Management, LP 0.02% Add +49.9% 6,410 $847K
Morningstar Investment Management LLC 0.03% New 6,319 $835K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.7% 6,288 $831K
Concurrent Investment Advisors, LLC 0.01% Reduce -5.5% 6,286 $831K
Steward Partners Investment Advisory, LLC 0.00% Reduce -30.6% 6,272 $829K
denkapparat Operations GmbH 0.52% Reduce -17.2% 6,130 $810K
Engineers Gate Manager LP 0.01% New 6,122 $809K
Coldstream Capital Management Inc. 0.01% Add +26.8% 6,115 $808K
JT Stratford LLC 0.11% Reduce -41.6% 6,103 $806K
Cooper Financial Group 0.09% Reduce -9.3% 6,073 $802K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -6.8% 6,061 $801K
Penserra Capital Management LLC 0.01% Add +0.2% 6,034 $796K
Montgomery Investment Management Inc. 0.28% No change 6,000 $793K
Norden Group LLC 0.08% Add +56.0% 5,990 $791K
Fox Run Management, L.L.C. 0.12% Reduce -25.3% 5,878 $777K
Jones Financial Companies LLLP 0.00% Add +8.6% 5,916 $776K
Meeder Advisory Services, Inc. 0.04% Add +7.9% 5,871 $776K
Duncan Williams Asset Management, LLC 0.21% Reduce -35.6% 5,667 $749K
Citizens Financial Group Inc. 0.01% New 5,628 $745K
Liberty Wealth Management LLC 0.10% Add +0.2% 5,560 $735K
Anchor Investment Management, LLC 0.06% No change 5,531 $731K
Chicago Partners Investment Group LLC 0.02% Add +55.6% 6,016 $726K
Brookstone Capital Management 0.01% Add +143.2% 5,476 $724K
Wahed Invest LLC 0.10% Add +0.6% 5,463 $722K
Intech Investment Management LLC 0.01% Reduce -12.3% 5,422 $716K
Patron Partners, LLC 0.32% No change 5,400 $714K
Moloney Securities Asset Management, LLC 0.09% Reduce -11.1% 5,391 $712K
Affinity Investment Advisors, LLC 0.48% Reduce -27.9% 5,372 $710K
Monument Capital Management 0.18% No change 5,339 $705K
National Wealth Management Group, LLC 0.27% New 5,334 $705K
Mufg Securities Americas Inc. 0.05% Add +19.8% 5,321 $703K
Lanark Financial, Inc. 0.05% Reduce -1.9% 5,265 $696K
Tocqueville Asset Management L.P. 0.01% Add +1.0% 5,258 $695K
Brown Brothers Harriman & Co. 0.00% Add +19.2% 5,229 $691K
Beacon Investment Advisory Services, Inc. 0.03% No change 5,226 $691K
Snowden Capital Advisors LLC 0.02% Add +8.5% 5,179 $685K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.7% 5,174 $684K
HUB Investment Partners, LLC 0.02% Add +27.4% 5,132 $678K
Johnson Investment Counsel Inc. 0.01% No change 5,114 $676K
Kesler, Norman & Wride, LLC 0.13% Reduce -22.5% 6,192 $674K
Compound Planning, Inc. 0.02% Add +22.4% 5,099 $674K
Versant Capital Management, Inc 0.09% Add +12.6% 5,078 $671K
Kingswood Wealth Advisors, LLC 0.04% New 5,065 $669K
Intrust Bank NA 0.06% Add +13.3% 5,035 $665K
Inceptionr LLC 0.16% Add +17.8% 5,021 $663K
Corient IA LP 0.49% No change 5,000 $661K
Kingsview Wealth Management, LLC 0.01% Reduce -94.4% 4,975 $657K
Quadrant Capital Group LLC 0.02% Add +0.1% 4,938 $652K
Equitable Holdings, Inc. 0.00% Add +57.4% 4,921 $650K
Apollon Wealth Management, LLC 0.01% Add +21.3% 4,895 $647K
Gryphon Financial Partners LLC 0.07% Add +19.3% 4,886 $646K
Spectrum Asset Management, Inc. (NB/CA) 0.23% No change 4,852 $642K
United Community Bank 0.20% Add +23.0% 4,843 $640K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $638K
Forum Financial Management, LP 0.01% Add +13.9% 4,822 $637K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +6.5% 4,808 $635K
Keebeck Wealth Management 0.07% Add +4.2% 4,796 $635K
Belpointe Asset Management LLC 0.02% Add +1.4% 4,680 $618K
HB Wealth Management, LLC 0.00% Add +13.9% 4,638 $613K
Strategic Investment Advisors / MI 0.05% Reduce -7.0% 4,614 $610K
One Wealth Advisors, LLC 0.08% Reduce -1.9% 4,611 $609K
Old National Bancorp 0.01% Add +17.4% 4,609 $609K
Aldebaran Financial Inc. 0.61% Reduce -2.5% 4,585 $606K
Ellevest, Inc. 0.09% Reduce -6.1% 4,574 $604K
Praxis Investment Management Inc. 0.04% No change 4,530 $599K
GAMMA Investing LLC 0.03% Add +49.9% 4,526 $598K
Quantum Private Wealth, LLC 0.17% Add +28.5% 4,513 $596K
Lido Advisors, LLC 0.00% Reduce -47.3% 4,497 $595K
Naviter Wealth, LLC 0.07% Add +0.2% 4,439 $588K
Schwartz Investment Counsel Inc. 0.02% No change 4,398 $581K
Certuity, LLC 0.04% Add +56.3% 4,394 $581K
Prudential PLC 0.00% No change 4,316 $570K
Callan Family Office, LLC 0.02% Reduce -2.6% 4,302 $568K
World Investment Advisors 0.01% Add +7.4% 4,280 $566K
Harvest Fund Management Co., Ltd 0.02% New 4,265 $564K
CI Investments Inc. 0.00% Add +2.7% 4,258 $563K
TFB Advisors LLC 0.16% Reduce -38.5% 4,469 $558K
Cynosure Group, LLC 0.06% No change 4,133 $546K
AdvisorShares Investments LLC 0.09% New 4,128 $545K
Advus Financial Partners, LLC 0.13% Add +13.8% 4,126 $545K
Allium Financial Advisors, LLC 0.45% No change 4,106 $543K
Panagora Asset Management Inc. 0.00% Add +12.1% 4,080 $539K
M.E. Allison & Co., Inc. 0.38% No change 4,074 $538K
Tema ETFs LLC 0.04% New 4,051 $535K
Applied Finance Capital Management, LLC 0.04% Reduce -20.8% 4,035 $533K
Yorktown Management & Research Co Inc 0.42% No change 4,000 $529K
Tectonic Advisors LLC 0.03% Reduce -0.3% 3,965 $524K
Florida Financial Advisors, LLC 0.16% Add +26.2% 3,958 $523K
Mystic Asset Management, Inc. 0.12% No change 3,950 $522K
SkyOak Wealth, LLC 0.10% Add +1.2% 3,942 $521K
Aigen Investment Management, LP 0.08% New 3,923 $518K
Legal Advantage Investments, Inc. 0.23% No change 3,920 $518K
Colonial River Investments, LLC 0.19% Reduce -3.5% 3,912 $517K
HighPoint Advisor Group LLC 0.02% Reduce -2.5% 3,876 $512K
NorthRock Partners, LLC 0.01% Add +14.8% 3,875 $512K
Harbor Capital Advisors, Inc. 0.04% Reduce -8.4% 3,878 $512K
Rehmann Capital Advisory Group 0.03% Reduce -0.4% 3,867 $511K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,863 $510K
Jain Global LLC 0.01% Reduce -35.8% 3,851 $509K
Sagespring Wealth Partners, LLC 0.01% Add +9.2% 3,833 $506K
Community Bank & Trust, Waco, Texas 0.10% Reduce -0.2% 3,830 $506K
Glen Eagle Advisors, LLC 0.07% Add +7.3% 3,827 $506K
MUFG Securities EMEA plc 0.01% Add +533.6% 3,776 $499K
Columbia Bank 0.14% Add +10.0% 3,992 $498K
J.W. Cole Advisors, Inc. 0.01% Add +3.9% 3,763 $497K
Peapack Gladstone Financial Corp. 0.01% Add +5.5% 3,731 $493K
Hilltop Holdings Inc. 0.03% Add +66.0% 3,729 $493K
IFP Advisors, Inc 0.01% Reduce -18.8% 3,725 $492K
Moody LYNN Lieberson & Walker, LLC 0.03% New 3,711 $490K
Raleigh Capital Management Inc. 0.19% Reduce -3.9% 3,707 $490K
Clark Financial Services Group Inc. 0.26% Add +16.6% 3,706 $490K
GeoWealth Management, LLC 0.02% Add +11.9% 3,700 $489K
HRT Financial LP 0.00% New 3,676 $485K
Ballentine Partners, LLC 0.01% Reduce -0.6% 3,608 $477K
Whalen Wealth Management Inc. 0.28% Reduce -63.0% 3,597 $475K
D'Orazio & Associates, Inc. 0.06% Reduce -4.6% 3,579 $473K
Interchange Capital Partners, LLC 0.09% Add +79.5% 3,560 $470K
Csenge Advisory Group 0.02% Reduce -36.5% 3,544 $468K
Modern Wealth Management, LLC 0.01% Add +33.2% 3,506 $463K
Integrated Wealth Concepts LLC 0.00% Add +22.0% 3,494 $462K
TD Private Client Wealth LLC 0.01% Add +10.3% 3,493 $462K
Cresset Asset Management, LLC 0.00% Add +13.4% 3,486 $461K
OneDigital Investment Advisors LLC 0.00% Reduce -0.9% 3,476 $459K
Richard W. Paul & Associates, LLC 0.16% Reduce -0.1% 3,464 $458K
Waterloo Capital, L.P. 0.03% Add +7.3% 3,452 $456K
Smith Salley Wealth Management 0.02% Reduce -3.4% 3,449 $456K
Exchange Traded Concepts, LLC 0.00% Reduce -69.2% 3,416 $451K
Baader Bank Aktiengesellschaft 0.04% New 3,421 $449K
CENTRAL TRUST Co 0.01% Reduce -26.0% 3,393 $448K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.1% 3,386 $447K
Patten Group, Inc. 0.09% Add +10.2% 3,382 $447K
Midwest Trust Co 0.01% Reduce -5.1% 3,380 $447K
Planned Solutions, Inc. 0.15% Reduce -4.0% 3,375 $446K
Quantbot Technologies LP 0.01% Reduce -84.6% 3,363 $444K
Scotia Capital Inc. 0.00% Reduce -2.1% 3,361 $444K
Global Retirement Partners, LLC 0.01% Add +4.3% 3,348 $442K
Ossiam 0.01% Add +78.2% 3,347 $442K
Alps Advisors Inc. 0.00% New 3,330 $440K
KMG Fiduciary Partners, LLC 0.03% Reduce -0.3% 3,311 $437K
Advisors Capital Management, LLC 0.01% Reduce -4.2% 3,279 $433K
Profund Advisors LLC 0.01% Reduce -12.9% 3,278 $433K
Capital Investment Advisors, LLC 0.01% Add +1.4% 3,270 $432K
Eads & Heald Wealth Management 0.20% Reduce -1.1% 3,242 $428K
Voleon Capital Management LP 0.01% New 3,222 $426K
Paradigm Asset Management Co. LLC 0.10% No change 3,200 $423K
Catalyst Funds Management Pty Ltd 0.06% New 3,200 $423K
Nautilus Advisors LLC 0.28% No change 3,195 $422K
Menard Financial Group LLC 0.28% Reduce -39.4% 3,178 $420K
First Horizon Corp. 0.02% — 3,147 $416K
Caitlin John, LLC 0.29% Reduce -0.4% 3,146 $416K
Evergreen Capital Management LLC 0.01% Add +8.7% 3,126 $414K
CSS LLC 0.07% Reduce -43.1% 3,120 $412K
Mediolanum International Funds Ltd 0.00% Reduce -68.6% 3,076 $410K
Wedmont Private Capital 0.02% Add +3.4% 3,154 $409K
Allianz SE 0.01% No change 3,040 $402K
Moors & Cabot, Inc. 0.02% No change 3,037 $401K
Parallel Advisors, LLC 0.01% Add +0.3% 3,016 $399K
Fiduciary Trust Co 0.00% Add +2.8% 3,013 $398K
Ascentis Independent Advisors 0.07% Add +14.5% 2,974 $393K
Plato Investment Management Ltd 0.03% No change 2,991 $392K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.1% 2,960 $391K
Fiduciary Alliance LLC 0.03% Reduce -0.2% 2,944 $389K
Horizon Advisory Services, Inc. 0.20% Reduce -2.0% 2,936 $388K
First Eagle Investment Management, LLC 0.00% Add +35.5% 2,914 $385K
Optimum Investment Advisors 0.15% No change 2,900 $383K
VestGen Advisors, LLC 0.01% New 2,900 $383K
Quent Capital, LLC 0.03% No change 2,897 $383K
Kestra Investment Management, LLC 0.01% Add +8.5% 2,884 $381K
Accurate Wealth Management, LLC 0.05% Reduce -13.6% 3,031 $378K
Rooted Wealth Advisors, Inc. 0.11% Add +25.3% 2,698 $371K
Siemens Fonds Invest GmbH 0.02% Reduce -0.5% 2,789 $369K
Argent Trust Co 0.01% Reduce -0.6% 2,787 $368K
Texas Capital Bank Wealth Management Services Inc 0.03% New 2,778 $367K
Renasant Bank 0.23% Reduce -2.9% 2,747 $363K
U.S. Capital Wealth Advisors, LLC 0.01% Add +20.0% 2,733 $361K
Transcend Capital Advisors, LLC 0.03% Add +1.8% 2,724 $360K
Freestone Capital Holdings, LLC 0.01% New 2,707 $358K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.1% 2,699 $357K
1858 Wealth Management, LLC 0.25% Reduce -5.3% 2,687 $355K
Phoenix Financial Ltd. 0.00% New 2,683 $355K
Exencial Wealth Advisors, LLC 0.01% Add +8.3% 2,648 $350K
LVW Advisors, LLC 0.04% Reduce -49.2% 2,627 $347K
Voya Financial Advisors, Inc. 0.03% Reduce -0.6% 2,586 $344K
CX Institutional 0.01% Add +10.8% 2,582 $341K
Perigon Wealth Management, LLC 0.01% Reduce -0.6% 2,580 $341K
Centaurus Financial, Inc. 0.02% Add +0.8% 2,571 $340K
BAM Wealth Management, LLC 0.26% — 2,573 $340K
Greenleaf Trust 0.00% Reduce -4.3% 2,551 $337K
Everett Harris & Co. 0.00% Reduce -16.5% 2,527 $334K
AlphaQuest LLC 0.02% Add +286.7% 2,525 $334K
Wealthcare Advisory Partners LLC 0.01% Add +0.2% 2,522 $333K
Leavell Investment Management, Inc. 0.01% Add +10.8% 2,503 $331K
Meridian Wealth Management, LLC 0.01% Reduce -52.6% 2,505 $331K
Washington Trust Bank 0.02% No change 2,500 $330K
Burford Brothers, Inc. 0.14% No change 2,488 $329K
SC&H Financial Advisors, Inc. 0.05% No change 2,480 $328K
Portside Wealth Group, LLC 0.05% Add +7.8% 2,463 $325K
Cidel Asset Management Inc. 0.02% Reduce -4.0% 2,391 $316K
Manchester Capital Management LLC 0.04% No change 2,385 $315K
Trust Asset Management LLC 0.02% No change 2,382 $315K
Diversified Trust Co. 0.01% Add +4.5% 2,380 $314K
Foundations Investment Advisors, LLC 0.00% Add +9.4% 2,369 $313K
Hudson Bay Capital Management LP 0.00% Reduce -28.9% 2,335 $309K
Capital Analysts, LLC 0.01% Reduce -0.7% 2,334 $308K
Inspire Investing, LLC 0.03% Reduce -13.8% 2,309 $305K
Independent Financial Group, LLC 0.01% Add +3.3% 2,306 $305K
Banque Cantonale Vaudoise 0.01% Reduce -53.8% 2,270 $300K
Stephens Inc. 0.00% No change 2,270 $300K
Cornerstone Wealth Group, LLC 0.02% New 2,264 $299K
Providence Capital Advisors, LLC 0.05% No change 2,241 $296K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -0.8% 2,230 $295K
Trivium Point Advisory, LLC 0.03% Reduce -15.4% 2,218 $293K
Hancock Whitney Corp. 0.01% Reduce -2.2% 2,195 $290K
Pallas Capital Advisors LLC 0.01% Add +0.4% 2,193 $290K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.1% 2,184 $289K
Colonial Trust Co / SC 0.04% Reduce -1.1% 2,173 $287K
Patton Fund Management, Inc. 0.05% No change 2,161 $286K
Smithfield Trust Co 0.01% Reduce -8.2% 2,145 $285K
Stratos Wealth Partners, LTD. 0.00% Add +12.7% 2,141 $283K
Optas, LLC 0.05% New 2,130 $281K
Red Door Wealth Management, LLC 0.03% No change 2,129 $281K
AMG National Trust Bank 0.01% No change 2,121 $280K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.8% 2,116 $280K
Fortem Financial Group, LLC 0.08% No change 2,105 $278K
AlphaCore Capital LLC 0.01% New 2,091 $277K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.9% 2,093 $277K
Edmp, Inc. 0.22% No change 2,091 $276K
Summit Securities Group LLC 0.09% Add +45.9% 2,075 $274K
Opal Wealth Advisors, LLC 0.08% Add +1.2% 2,070 $274K
Stonehaven Wealth & Tax Solutions, LLC 0.25% Reduce -4.0% 2,069 $273K
Omnia Family Wealth, LLC 0.09% No change 2,065 $273K
Moody National Bank Trust Division 0.02% No change 2,035 $269K
Smartleaf Asset Management LLC 0.02% Add +57.7% 2,019 $269K
Apella Capital, LLC 0.01% Add +4.2% 2,163 $268K
Juncture Wealth Strategies, LLC 0.09% No change 2,019 $267K
Parallax Volatility Advisers, L.P. 0.01% Reduce -22.9% 2,016 $266K
Summit Financial, LLC 0.00% New 1,988 $263K
Cigna Investments Inc. 0.04% No change 1,976 $262K
CFC Planning Co LLC 0.22% Reduce -15.2% 1,978 $261K
Clearstead Advisors, LLC 0.00% Add +0.5% 1,971 $260K
Kera Capital Partners, Inc. 0.04% New 1,969 $260K
Second Line Capital, LLC 0.05% Reduce -3.8% 1,932 $256K
Westpac Banking Corp. 0.02% Add +66.4% 1,934 $256K
Three Seasons Wealth, LLC 0.03% Reduce -49.3% 1,927 $255K
HBK Sorce Advisory LLC 0.01% New 2,024 $252K
Brooklyn Investment Group 0.03% Reduce -2.5% 2,375 $251K
Premier Path Wealth Partners, LLC 0.03% New 1,890 $250K
Harbor Asset Planning, Inc. 0.22% No change 1,886 $249K
Riversedge Advisors, LLC 0.04% New 1,883 $249K
Personal Cfo Solutions, LLC 0.04% New 1,871 $247K
PFG Investments, LLC 0.01% New 1,852 $245K
Harbour Investments, Inc. 0.01% Reduce -2.0% 1,850 $244K
Symmetry Partners, LLC 0.03% New 1,850 $244K
Nilsine Partners, LLC 0.02% Reduce -41.1% 1,814 $240K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.0% 1,798 $238K
Hemington Wealth Management 0.03% Add +2.6% 1,796 $237K
Resonant Capital Advisors, LLC 0.01% New 1,790 $237K
Bristlecone Advisors, LLC 0.02% New 1,792 $237K
Blue Trust, Inc. 0.00% Add +3.6% 1,777 $235K
Financial Advocates Investment Management 0.13% New 1,754 $232K
NDVR, Inc. 0.19% New 1,743 $230K
Balefire, LLC 0.05% New 1,726 $228K
South Street Advisors LLC 0.03% New 1,700 $225K
BBR Partners, LLC 0.01% New 1,688 $223K
Wayfinding Financial, LLC 0.09% New 1,648 $218K
Mather Group, Llc. 0.00% New 1,649 $218K
Naples Global Advisors, LLC 0.02% New 1,643 $217K
Ignite Planners, LLC 0.04% New 1,640 $217K
Franchise Capital Ltd 0.09% Add +26.1% 1,640 $217K
Key Financial Inc 0.04% No change 1,604 $216K
Banco Santander, S.A. 0.00% New 1,601 $212K
Commerzbank Aktiengesellschaft 0.00% New 1,594 $211K
Mayflower Financial Advisors, LLC 0.03% New 1,590 $210K
Evolution Wealth Advisors, LLC 0.03% New 1,563 $207K
Paragon Capital Management Ltd 0.04% New 1,560 $206K
von Borstel & Associates, Inc. 0.03% New 1,721 $206K
Flagship Harbor Advisors, LLC 0.01% New 1,558 $206K
FourThought Financial Partners, LLC 0.02% New 1,552 $205K
Wilmington Savings Fund Society, FSB 0.00% Reduce -5.8% 1,547 $204K
Roman Butler Fullerton & Co. 0.05% Reduce -4.5% 1,716 $203K
Fielder Capital Group LLC 0.05% New 1,533 $203K
NewEdge Wealth, LLC 0.00% New 1,690 $202K
FDx Advisors, Inc. 0.06% New 1,679 $201K
Bokf, NA 0.00% Add +2.0% 1,501 $198K
Covestor Ltd 0.11% Add +11.2% 1,502 $198K
Peterson Wealth Services 0.05% Reduce -87.0% 180 $191K
Fulcrum Asset Management LLP 0.05% Reduce -1.7% 1,441 $190K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -98.6% 1,352 $179K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.2% 1,275 $168K
Hantz Financial Services, Inc. 0.00% Add +36.2% 1,256 $166K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.4% 1,207 $160K
TD Waterhouse Canada Inc. 0.00% Add +151.3% 1,136 $153K
Measured Wealth Private Client Group, LLC 0.04% Reduce -49.4% 1,126 $149K
Millstone Evans Group, LLC 0.09% No change 1,058 $140K
Leonteq Securities AG 0.01% Reduce -81.8% 1,012 $134K
Private Trust Co. NA 0.01% Reduce -0.6% 999 $132K
Johnson Financial Group, Inc. 0.00% Add +58.3% 964 $128K
Bay Harbor Wealth Management, LLC 0.03% Add +2.1% 955 $126K
Essential Partners LLC 0.04% Add +11187.5% 903 $119K
CNB Bank 0.05% Add +301.4% 879 $116K
MAI Capital Management 0.00% Reduce -14.0% 868 $115K
Raiffeisen Bank International AG 0.00% Add +19.7% 851 $113K
Pandora Wealth, Inc. 0.07% No change 857 $113K
Adirondack Trust Co. 0.04% Reduce -0.8% 815 $108K
Richardson Financial Services Inc. 0.07% Add +37.0% 804 $106K
Grove Bank & Trust 0.01% No change 754 $100K
General Partner, Inc. 0.05% No change 718 $95K
Peoples Financial Services Corp. 0.04% New 638 $84K
CVA Family Office, LLC 0.01% Reduce -0.2% 635 $84K
Quarry LP 0.02% Reduce -32.8% 628 $83K
Sarver Vrooman Wealth Advisors 0.05% No change 624 $82K
Rothschild Investment LLC 0.00% Add +1.9% 598 $79K
Hazlett, Burt & Watson, Inc. 0.03% Add +690.8% 601 $79K
Bartlett & Co. Wealth Management LLC 0.00% Add +7.3% 589 $78K
Cromwell Holdings LLC 0.04% No change 580 $77K
CYBER HORNET ETFs LLC 0.05% Add +3.4% 572 $76K
REAP Financial Group, LLC 0.02% Add +6.8% 569 $75K
Steigerwald, Gordon & Koch Inc. 0.01% New 563 $74K
Wealthspire Advisors, LLC 0.00% New 519 $69K
AllSquare Wealth Management LLC 0.04% No change 516 $68K
AdvisorNet Financial, Inc 0.00% Add +170.4% 503 $67K
Plante Moran Financial Advisors, LLC 0.00% No change 500 $66K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -8.8% 496 $66K
Deseret Mutual Benefit Administrators 0.03% Add +11.4% 477 $63K
Capital Advisors, Ltd. LLC 0.01% No change 468 $62K
Oakworth Capital, Inc. 0.00% No change 465 $61K
Simplex Trading, LLC 0.00% Reduce -67.1% 450 $59K
Arlington Trust Co LLC 0.01% No change 440 $58K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $57K
Longview Financial Advisors LLC 0.03% No change 426 $56K
Hager Investment Management Services, LLC 0.03% No change 420 $55K
Sentry Investment Management LLC 0.04% Reduce -32.3% 431 $55K
Parkside Financial Bank & Trust 0.00% Reduce -8.7% 412 $54K
Park Place Capital Corp 0.01% Reduce -35.1% 410 $54K
Golden State Wealth Management, LLC 0.01% No change 409 $54K
Root Financial Partners, LLC 0.00% New 407 $54K
Ancora Advisors LLC 0.00% No change 404 $53K
SJS Investment Consulting Inc. 0.01% Add +1423.1% 396 $52K
True Wealth Design, LLC 0.01% Add +229.6% 356 $47K
DT Investment Partners, LLC 0.00% No change 334 $44K
Rexford Capital Inc. 0.03% No change 330 $44K
Concord Wealth Partners 0.01% Reduce -74.9% 320 $42K
Security National Bank 0.01% Reduce -18.7% 317 $42K
Whittier Trust Co. 0.00% No change 280 $39K
Salem Investment Counselors Inc. 0.00% No change 285 $38K
Private Wealth Management Group, LLC 0.01% Add +281.7% 271 $36K
WealthCollab, LLC 0.02% Reduce -5.3% 269 $36K
Rossby Financial, LCC 0.01% Add +6.5% 263 $35K
Darwin Wealth Management, LLC 0.01% Reduce -97.4% 265 $35K
WPG Advisers, LLC 0.03% No change 259 $34K
Financial Perspectives, Inc 0.01% Reduce -39.0% 250 $33K
Transamerica Financial Advisors, LLC 0.00% New 244 $32K
Park Square Financial Group, LLC 0.14% Reduce -84.3% 238 $31K
Strategic Wealth Partners, Ltd. 0.00% Add +68.1% 232 $31K
LRI Investments, LLC 0.00% No change 221 $29K
JFS Wealth Advisors, LLC 0.00% No change 212 $28K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $28K
Community Bank, N.A. 0.00% No change 210 $28K
Creative Financial Designs Inc. 0.00% Add +10.8% 205 $27K
Costello Asset Management, INC 0.01% No change 200 $26K
Bell Investment Advisors, Inc 0.00% Reduce -3.5% 190 $25K
Country Trust Bank 0.00% No change 187 $25K
Fortitude Family Office, LLC 0.01% Add +3.5% 177 $23K
United Financial Planning Group LLC 0.01% — 168 $22K
Rise Advisors, LLC 0.01% Add +10.7% 166 $22K
Addison Advisors LLC 0.00% Add +22.3% 159 $21K
Meeder Asset Management Inc. 0.00% Reduce -23.4% 157 $21K
Evelyn Partners Investment Management LLP 0.00% No change 154 $20K
Byrne Asset Management LLC 0.01% No change 150 $20K
Tsfg, LLC 0.00% No change 146 $19K
HHM Wealth Advisors, LLC 0.00% No change 141 $19K
Farmers & Merchants Investments Inc. 0.00% No change 140 $18K
Clearstead Trust, LLC 0.00% No change 138 $18K
Creekmur Asset Management LLC 0.00% No change 137 $18K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.7% 134 $18K
Valued Wealth Advisors LLC 0.01% Add +2.3% 132 $17K
Armstrong Advisory Group, Inc. 0.00% Add +3.3% 126 $17K
Strengthening Families & Communities, LLC 0.00% New 125 $17K
Morse Asset Management, Inc 0.00% Add +4.2% 125 $17K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 121 $16K
GW&K Investment Management, LLC 0.00% No change 122 $16K
JPL Wealth Management, LLC 0.00% New 120 $16K
Crews Bank & Trust 0.00% No change 120 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 106 $14K
Proffitt & Goodson Inc. 0.00% Add +4.0% 105 $14K
SBI Securities Co., Ltd. 0.00% Add +42.3% 101 $13K
Aspect Partners, LLC 0.01% Add +16.7% 98 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +35.7% 95 $13K
S&T Bank 0.00% Add +213.3% 94 $12K
Binnacle Investments Inc 0.01% Add +709.1% 89 $12K
New Millennium Group LLC 0.01% No change 89 $12K
West Oak Capital, LLC 0.01% No change 85 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 80 $11K
Atwood & Palmer Inc. 0.00% No change 79 $10K
Geneos Wealth Management Inc. 0.00% Reduce -97.2% 77 $10K
Financial Management Professionals, Inc. 0.00% No change 76 $10K
Avion Wealth 0.00% Add +13.2% 77 $10K
Westfuller Advisors, LLC 0.00% New 71 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $9K
Salomon & Ludwin, LLC 0.00% New 66 $9K
Westside Investment Management, Inc. 0.00% Reduce -69.1% 67 $9K
Dogwood Wealth Management LLC 0.00% Add +2166.7% 68 $9K
MV Capital Management, Inc. 0.00% Add +3.2% 64 $8K
Strategic Advocates LLC 0.00% New 64 $8K
TruNorth Capital Management, LLC 0.00% New 64 $8K
ORG Partners LLC 0.00% Add +77.1% 62 $8K
Physician Wealth Advisors, Inc. 0.00% New 62 $8K
Rakuten Securities, Inc. 0.00% Reduce -9.0% 61 $8K
High Note Wealth, LLC 0.00% Reduce -16.4% 61 $8K
Hollencrest Capital Management 0.00% No change 60 $8K
Frazier Financial Advisors, LLC 0.00% No change 59 $8K
Global Wealth Strategies & Associates 0.00% No change 57 $8K
Pinnacle Bancorp, Inc. 0.00% No change 55 $7K
Red Tortoise LLC 0.00% No change 54 $7K
CBIZ Investment Advisory Services, LLC 0.00% Add +71.0% 53 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +307.7% 53 $7K
Harbor Investment Advisory, LLC 0.00% No change 52 $7K
KERR FINANCIAL PLANNING Corp 0.01% — 58 $7K
N.E.W. Advisory Services LLC 0.00% No change 50 $7K
Abound Wealth Management 0.00% No change 50 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 49 $6K
Financial Consulate, Inc. 0.00% New 45 $6K
Prestige Wealth Management Group LLC 0.00% No change 44 $6K
Elevation Wealth Partners, LLC 0.00% New 44 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 43 $6K
Howard Hughes Medical Institute 0.00% No change 43 $6K
Chilton Capital Management LLC 0.00% New 43 $6K
Washington Trust Advisors, Inc. 0.00% New 42 $6K
Cloud Capital Management, LLC 0.00% New 38 $5K
Evergreen Private Wealth LLC 0.00% No change 35 $5K
Private Wealth Asset Management, LLC 0.00% Reduce -65.7% 35 $5K
Kozak & Associates, Inc. 0.00% Reduce -25.4% 41 $5K
Heritage Wealth Advisors 0.00% No change 32 $4K
Trifecta Capital Advisors, LLC 0.00% No change 31 $4K
TFC Financial Management, Inc. 0.00% No change 31 $4K
Zions Bancorporation, National Association 0.00% No change 30 $4K
SouthState Bank Corp 0.00% Reduce -60.0% 30 $4K
Dagco, Inc. 0.00% No change 29 $4K
Pineridge Advisors LLC 0.00% No change 28 $4K
Truvestments Capital LLC 0.00% No change 26 $3K
Marquette Asset Management, LLC 0.00% New 22 $3K
GHP Investment Advisors, Inc. 0.00% No change 22 $3K
Rialto Wealth Management, LLC 0.00% Add +31.3% 21 $3K
Asset Dedication, LLC 0.00% No change 21 $3K
Bruce G. Allen Investments, LLC 0.00% No change 20 $3K
IAG Wealth Partners, LLC 0.00% No change 20 $3K
Kilter Group LLC 0.00% Add +171.4% 19 $3K
Raffa Wealth Management, LLC 0.00% Add +54.5% 17 $2K
Spire Wealth Management 0.00% Reduce -15.0% 17 $2K
Tortoise Investment Management, LLC 0.00% Add +77.8% 16 $2K
Dunhill Financial, LLC 0.00% Add +6.7% 16 $2K
Orion Capital Management LLC 0.00% New 15 $2K
Turning Point Benefit Group, Inc. 0.00% New 14 $2K
Pension & Wealth Management Advisors, Inc. 0.00% New 14 $2K
Hughes Financial Services, LLC 0.00% No change 15 $2K
Avalon Trust Co 0.00% New 13 $2K
Legacy Wealth Managment, LLC 0.00% No change 12 $2K
Cedar Mountain Advisors, LLC 0.00% New 12 $2K
Activest Wealth Management 0.00% Add +33.3% 12 $2K
Principia Wealth Advisory, LLC 0.00% Add +450.0% 11 $1K
Texas Capital Bancshares Inc 0.00% New 11 $1K
BankPlus Trust Department 0.00% No change 11 $1K
Guerra Advisors Inc 0.00% New 10 $1K
HFM Investment Advisors, LLC 0.00% Add +25.0% 10 $1K
Trust Co. of Vermont 0.00% No change 9 $1K
Anfield Capital Management, LLC 0.00% New 8 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
North Capital, Inc. 0.00% New 7 $925
Highline Wealth Partners LLC 0.00% No change 7 $925
Cornerstone Planning Group LLC 0.00% Reduce -81.7% 82 $903
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 6 $793
Seneschal Advisors, LLC 0.00% New 6 $793
Retirement Wealth Solutions LLC 0.00% New 6 $793
Heartwood Wealth Advisors LLC 0.00% New 6 $793
American Capital Advisory, LLC 0.00% Add +25.0% 5 $661
Sachetta, LLC 0.00% No change 5 $661
Nvwm, LLC 0.00% No change 5 $661
North Star Investment Management Corp. 0.00% New 5 $661
Breakwater Investment Management 0.00% New 4 $529
Wealth Watch Advisors, INC 0.00% New 4 $529
Ameriflex Group, Inc. 0.00% New 4 $529
IMA Advisory Services, Inc. 0.00% Add +33.3% 4 $529
WestEnd Advisors, LLC 0.00% No change 4 $529
Palisade Asset Management, LLC 0.00% New 4 $529
DecisionPoint Financial, LLC 0.00% No change 2 $269
Redwood Park Advisors LLC 0.00% No change 2 $265
Quaker Wealth Management, LLC 0.00% No change 2 $265
ROSS\JOHNSON & Associates LLC 0.01% No change 2 $264
Davis Capital Management 0.00% — 2 $264
GPS Wealth Strategies Group, LLC 0.00% No change 2 $264
Sound Income Strategies, LLC 0.00% Reduce -98.6% 2 $243
Valley Wealth Managers, Inc. 0.00% No change 1 $72

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