PultegroupPHM

13F holders, Q4 2025 (December 31)
1,034holders +47
99new positions
94sold out
10famous investors
$117.30avg. 13F price*

At the end of Q4 2025, 1,034 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, up 47 from Q3 2025. 99 opened new positions and 94 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.2B) and Franklin Resources Inc. ($1.6B). 10 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions99$191.9M
Exits94$355.7M

All 13F filers, Q3 2025 → Q4 2025: 11,107,106 shares bought and 17,788,402 shares sold, net −6,681,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,034 holders

Vanguard Group Inc. 0.04% Reduce -0.9% 22,790,231 $2.7B
BlackRock, Inc. 0.04% Reduce -9.0% 19,177,312 $2.2B
Franklin Resources Inc. 0.40% Add +5.1% 13,555,304 $1.6B
State Street Corp. 0.04% Reduce -1.4% 9,115,122 $1.1B
FMR LLC 0.04% Reduce -18.3% 6,561,037 $769.3M
Greenhaven Associates Inc. 10.52% Reduce -0.6% 5,534,428 $649.0M
Geode Capital Management, LLC 0.04% Reduce -0.6% 5,210,744 $608.7M
T. Rowe Price Associates Inc. 0.05% Add +126.5% 4,284,197 $502.4M
First Trust Advisors LP 0.34% Add +10.4% 4,000,920 $469.1M
Norges Bank 0.05% — 3,979,641 $466.7M
Dimensional Fund Advisors LP 0.08% Reduce -0.7% 3,120,067 $365.9M
LSV Asset Management 0.70% Reduce -3.8% 2,718,929 $318.8M
Morgan Stanley 0.02% Reduce -6.0% 2,716,659 $318.6M
Massachusetts Financial Services Co. 0.09% Reduce -2.1% 2,340,218 $274.4M
Invesco Ltd. 0.03% Add +5.8% 2,257,211 $264.7M
Goldman Sachs Group Inc. 0.03% Reduce -6.0% 2,039,127 $239.1M
Northern Trust Corp. 0.03% Reduce -2.7% 2,026,448 $237.6M
Caisse de depot et placement du Quebec 0.40% Add +22.7% 1,987,436 $233.0M
Bank of America Corp. 0.02% Add +11.8% 1,882,823 $220.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -20.6% 1,721,227 $201.8M
Deutsche Bank AG 0.06% Reduce -0.2% 1,658,538 $194.5M
Ameriprise Financial Inc. 0.04% Add +8.9% 1,628,545 $191.0M
Bank of New York Mellon Corp 0.03% Add +8.0% 1,570,139 $184.1M
Victory Capital Management Inc. 0.10% Add +21.0% 1,554,106 $182.2M
American Century Companies Inc. 0.09% Reduce -10.4% 1,526,093 $179.0M
Charles Schwab Investment Management Inc. 0.03% Add +2.1% 1,425,092 $167.1M
Legal & General Group Plc 0.04% Add +2.0% 1,410,810 $165.4M
Agf Management Ltd. 0.70% Add +3.5% 1,366,279 $160.2M
Nuveen, LLC 0.04% Reduce -5.2% 1,263,609 $148.2M
Amundi 0.04% Add +9.6% 1,118,891 $131.2M
Captrust Financial Advisors 0.24% Add +1.5% 1,077,664 $126.4M
Public Sector Pension Investment Board 0.37% Add +5485.0% 930,622 $109.1M
JPMorgan Chase & Co. 0.01% Reduce -74.8% 850,452 $99.7M
UBS Group AG 0.02% Reduce -43.1% 766,106 $89.8M
Pacer Advisors, Inc. 0.23% Add +8.1% 735,921 $86.3M
BNP Paribas Financial Markets 0.05% Add +14.3% 707,771 $83.0M
Barclays PLC 0.03% Add +5.9% 702,627 $82.4M
AustralianSuper Pty Ltd 0.37% Add +37.5% 672,671 $78.9M
HSBC Holdings PLC 0.04% Reduce -2.1% 662,117 $77.7M
Quantinno Capital Management LP 0.15% Add +21.8% 633,681 $74.3M
Assetmark, Inc. 0.15% Add +5.7% 633,320 $74.3M
Milford Funds Ltd. 1.34% — 583,141 $68.4M
Nordea Investment Management AB 0.06% Add +2.4% 573,065 $67.4M
Swedbank AB 0.06% Reduce -2.3% 571,130 $67.0M
CANADA LIFE ASSURANCE Co 0.12% Reduce -28.8% 569,780 $66.9M
Wells Fargo & Company 0.01% Add +4.6% 556,104 $65.2M
Millennium Management 0.05% Add +22.1% 544,183 $63.8M
Swiss National Bank 0.04% Reduce -6.4% 540,600 $63.4M
Pictet Asset Management Holding SA 0.06% Reduce -11.1% 532,782 $62.5M
EFG International AG 1.18% — 518,343 $60.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -5.7% 510,164 $59.8M
National Pension Service 0.04% Add +3.8% 507,443 $59.5M
Raymond James Financial Inc. 0.02% Add +8.1% 488,480 $57.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -16.3% 477,160 $56.0M
Qube Research & Technologies Ltd 0.08% Add +291.7% 474,254 $55.6M
Vest Financial, LLC 0.69% Add +12.0% 465,170 $54.5M
Allspring Global Investments Holdings, LLC 0.09% Reduce -49.0% 443,244 $52.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +7.9% 423,707 $50.5M
Citadel Advisors 0.03% Add +192.2% 428,464 $50.2M
Homestead Advisers Corp 1.30% Reduce -12.3% 419,894 $49.2M
California Public Employees Retirement System 0.03% Add +3.8% 404,165 $47.4M
Royal Bank of Canada 0.01% Reduce -31.4% 401,948 $47.1M
Russell Investments Group, Ltd. 0.05% Reduce -1.7% 396,638 $46.5M
Citigroup Inc. 0.03% Reduce -48.5% 388,042 $45.5M
Rhumbline Advisers 0.04% Reduce -3.1% 378,951 $44.4M
LPL Financial LLC 0.01% Reduce -6.9% 372,668 $43.7M
STRS Ohio 0.16% Add +13.0% 358,953 $42.1M
AQR Capital Management 0.02% Add +18.4% 354,746 $41.6M
Mackenzie Financial Corp. 0.05% Reduce -35.9% 347,955 $41.0M
PFA Pension, Forsikringsaktieselskab 0.12% — 344,863 $40.7M
Rafferty Asset Management, LLC 0.14% Add +6.1% 334,547 $39.2M
Allianz Asset Management GmbH 0.04% Reduce -4.6% 327,799 $38.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.23% No change 326,531 $38.3M
Principal Financial Group Inc. 0.02% Add +0.6% 314,762 $36.9M
Canada Pension Plan Investment Board 0.02% Add +14.1% 313,964 $36.8M
Walleye Capital LLC 0.22% Reduce -24.5% 313,910 $36.8M
Prudential Financial Inc. 0.04% Add +25.5% 310,343 $36.4M
O'shaughnessy Asset Management, LLC 0.19% Add +13.2% 297,136 $34.8M
Envestnet Asset Management Inc. 0.01% Reduce -22.3% 288,307 $33.8M
Clough Capital Partners L P 3.00% Add +10.0% 284,834 $33.4M
California State Teachers Retirement System 0.03% Reduce -8.7% 280,308 $32.9M
Edmond DE Rothschild Holding S.A. 0.44% No change 265,000 $31.1M
Mercer Global Advisors Inc. 0.05% Add +0.6% 263,059 $30.8M
TD Asset Management Inc 0.02% Add +53.9% 242,932 $28.5M
Alliancebernstein L.P. 0.01% Reduce -2.8% 240,467 $28.2M
SG Americas Securities, LLC 0.04% Add +2576.3% 237,576 $27.9M
Bank of Montreal 0.01% Add +10.9% 235,720 $27.6M
Susquehanna Portfolio Strategies, LLC 0.43% Reduce -8.5% 235,385 $27.6M
Storebrand Asset Management As 0.07% Reduce -1.4% 227,408 $26.7M
Winslow Asset Management Inc. 4.89% Reduce -1.4% 226,289 $26.5M
Jane Street Group, LLC 0.03% Add +210.9% 223,725 $26.2M
New York State Teachers Retirement System 0.05% Reduce -2.1% 222,652 $26.1M
Worldquant Millennium Advisors LLC 0.10% New 222,256 $26.1M
GMO 0.07% Add +9.8% 218,001 $25.6M
Teacher Retirement System of Texas 0.08% Reduce -9.0% 201,905 $23.7M
Vontobel Holding Ltd. 0.07% Reduce -19.9% 193,858 $22.7M
Zacks Investment Management 0.18% Reduce -1.9% 193,362 $22.7M
State Board of Administration of Florida Retirement System 0.04% Reduce -8.6% 192,938 $22.6M
Natixis 0.09% Add +1086.6% 190,604 $22.4M
Aviva PLC 0.03% Add +5.9% 176,073 $20.6M
Moran Wealth Management, LLC 0.61% Reduce -3.2% 170,793 $20.0M
Schroder Investment Management Group 0.01% Reduce -13.8% 165,600 $19.6M
Adage Capital Partners Gp, L.L.C. 0.03% New 166,000 $19.5M
Fideuram Asset Management (Ireland) dac 1.54% — 147,181 $19.4M
Two Sigma Investments, LP 0.03% New 163,805 $19.2M
State of Wisconsin Investment Board 0.04% Reduce -14.6% 163,132 $19.1M
AEGON ASSET MANAGEMENT UK Plc 0.22% Reduce -47.9% 160,501 $18.8M
Dana Investment Advisors, Inc. 0.55% Reduce -9.9% 160,353 $18.8M
Susquehanna International Group, LLP 0.03% Reduce -3.9% 154,973 $18.2M
Brandywine Global Investment Management, LLC 0.12% Reduce -1.5% 153,316 $18.0M
Nomura Asset Management International Inc. 0.03% — 153,202 $18.0M
Squarepoint Ops LLC 0.04% Reduce -41.0% 152,455 $17.9M
Danske Bank A/S 0.04% Reduce -23.4% 146,791 $17.2M
QRG Capital Management, Inc. 0.19% Reduce -3.0% 146,354 $17.2M
National Bank of Canada 0.02% Add +24.4% 145,683 $17.1M
Treasurer of the State of North Carolina 0.05% Reduce -23.0% 145,036 $17.0M
Bank of Nova Scotia 0.03% Add +310.0% 144,896 $17.0M
Zurich Insurance Group Ltd 0.12% New 144,891 $17.0M
Distillate Capital Partners LLC 0.87% Reduce -1.3% 143,726 $16.9M
Natixis Advisors, LLC 0.02% Reduce -3.8% 142,211 $16.7M
SCS Capital Management LLC 0.17% Add +0.1% 140,596 $16.5M
Aptus Capital Advisors, LLC 0.14% Add +3.9% 137,435 $16.1M
Sei Investments Co. 0.02% Reduce -26.8% 137,185 $16.1M
NorthCrest Asset Manangement, LLC 0.36% Add +2.6% 133,863 $16.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.57% — 136,020 $15.9M
Berkshire Asset Management LLC 0.70% Reduce -1.7% 136,002 $15.9M
Basswood Capital Management, L.L.C. 0.70% No change 135,730 $15.9M
Eagle Capital Management LLC 0.05% Add +6.6% 133,388 $15.6M
Eastern Bank 0.27% Reduce -3.6% 132,442 $15.5M
Korea Investment CORP 0.03% Reduce -6.5% 129,933 $15.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.20% New 124,335 $14.6M
Eurizon Capital SGR S.p.A. 0.05% — 123,952 $14.5M
Cumberland Partners Ltd 0.89% New 123,603 $14.5M
Jackson Hill Advisors, LLC 6.66% Reduce -31.9% 122,500 $14.4M
Man Group plc 0.03% Add +48.5% 122,358 $14.3M
Corient Private Wealth LP 0.02% Reduce -2.6% 121,523 $14.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -5.3% 119,663 $14.1M
Systematic Financial Management LP 0.33% Reduce -10.3% 118,542 $13.9M
Janney Montgomery Scott LLC 0.03% Add +180.3% 117,650 $13.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 110,197 $12.9M
DekaBank Deutsche Girozentrale 0.02% No change 103,334 $12.9M
New York State Common Retirement Fund 0.02% Reduce -0.9% 108,623 $12.7M
Nisa Investment Advisors, LLC 0.04% Add +2.0% 107,600 $12.6M
Royal London Asset Management Ltd. 0.03% Reduce -2.3% 106,228 $12.5M
Bridgewater Associates 0.04% Reduce -48.9% 105,329 $12.4M
Cetera Investment Advisers 0.01% Add +0.5% 105,253 $12.3M
Assenagon Asset Management S.A. 0.02% Reduce -38.2% 103,107 $12.1M
Candriam S.C.A. 0.06% Add +82.9% 101,701 $11.9M
Third Avenue Management LLC 2.15% Add +4.0% 100,684 $11.8M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.1% 98,834 $11.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.45% Add +7167.2% 98,252 $11.5M
State of Tennessee, Department of Treasury 0.04% Reduce -12.8% 91,185 $11.4M
Patten & Patten Inc. 0.66% Reduce -6.8% 96,597 $11.3M
Wealthfront Advisers LLC 0.03% Reduce -0.9% 95,614 $11.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -57.5% 95,010 $11.1M
Ritholtz Wealth Management 0.20% Add +43.2% 91,473 $10.7M
Woodline Partners LP 0.04% Reduce -78.5% 89,394 $10.5M
Robeco Institutional Asset Management B.V. 0.01% Add +3.1% 88,999 $10.4M
APG Asset Management N.V. 0.03% Reduce -8.3% 103,000 $10.3M
Trexquant Investment LP 0.09% Add +536.9% 86,694 $10.2M
Handelsbanken Fonder AB 0.03% Reduce -20.9% 84,785 $9.9M
Asset Management One Co., Ltd. 0.03% Reduce -3.4% 83,378 $9.9M
Sanctuary Advisors, LLC 0.05% Reduce -37.1% 84,140 $9.9M
Focus Partners Wealth 0.01% Add +531.2% 83,354 $9.8M
Truist Financial Corp. 0.01% Add +1.6% 81,823 $9.6M
Elk River Wealth Management LLC 1.53% Reduce -2.0% 80,904 $9.5M
Credit Agricole S A 0.03% Reduce -20.2% 80,566 $9.4M
Mn Services Vermogensbeheer B.V. 0.06% Add +4.7% 78,956 $9.3M
State of Michigan Retirement System 0.04% Reduce -3.2% 78,369 $9.2M
Illinois Municipal Retirement Fund 0.11% Add +8.5% 77,862 $9.1M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 77,736 $9.1M
Andra AP-fonden 0.11% Add +24.8% 75,400 $8.8M
Benjamin Edwards Inc. 0.10% Add +15.0% 74,967 $8.8M
Osaic Holdings, Inc. 0.01% Reduce -52.1% 74,909 $8.8M
Alyeska Investment Group, L.P. 0.02% Reduce -88.4% 72,464 $8.5M
Royce & Associates LP 0.09% Reduce -12.3% 72,067 $8.5M
Cambria Investment Management, L.P. 0.49% Reduce -17.8% 72,051 $8.4M
KLP Kapitalforvaltning As 0.03% Add +0.7% 71,164 $8.4M
FIL Ltd 0.01% Add +6.9% 70,290 $8.2M
MidFirst Bank 0.65% — 69,470 $8.1M
Public Employees Retirement System of Ohio 0.03% Reduce -2.3% 69,421 $8.1M
Kinsale Capital Group, Inc. 1.35% Add +4.2% 69,236 $8.1M
Edgestream Partners, L.P. 0.22% Reduce -21.1% 67,936 $8.0M
Comerica Bank 0.03% Reduce -8.4% 67,706 $7.9M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.4% 67,071 $7.9M
Quantbot Technologies LP 0.26% Add +1892.0% 66,991 $7.9M
Foster & Motley Inc. 0.42% Reduce -6.8% 66,901 $7.8M
Financial Strategies Group, Inc. 1.41% Add +5.9% 64,232 $7.8M
Caprock Group, LLC 0.16% Add +43.0% 65,687 $7.7M
Toronto Dominion Bank 0.01% Reduce -10.4% 65,439 $7.7M
MML Investors Services, LLC 0.02% Add +0.3% 65,406 $7.7M
Patton Albertson Miller Group, LLC 0.90% Reduce -0.8% 65,125 $7.6M
Los Angeles Capital Management LLC 0.03% Reduce -41.2% 63,764 $7.6M
&partners 0.04% Add +174.4% 62,774 $7.4M
Oppenheimer & Co. Inc. 0.10% Add +26.7% 62,195 $7.3M
Qsemble Capital Management, LP 0.60% New 61,441 $7.2M
Aberdeen Group plc 0.01% Reduce -0.9% 60,488 $7.1M
Y-Intercept (Hong Kong) Ltd 0.16% New 59,267 $6.9M
Wedge Capital Management L L P 0.12% Add +10.5% 58,854 $6.9M
Bogart Wealth, LLC 0.27% Reduce -19.0% 57,758 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.8% 53,630 $6.7M
Xponance LLC 0.05% Reduce -7.4% 56,044 $6.6M
CWA Asset Management Group, LLC 0.24% Reduce -3.9% 55,734 $6.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -6.2% 55,654 $6.5M
Teewinot Capital Advisers, L.L.C. 0.48% Add +104.3% 55,580 $6.5M
Waverly Advisors, LLC 0.05% Add +4.4% 54,282 $6.4M
Arizona State Retirement System 0.03% Reduce -8.4% 54,126 $6.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -1.8% 53,134 $6.2M
Neuberger Berman Group LLC 0.00% Reduce -0.2% 51,772 $6.1M
Czech National Bank 0.04% Add +2.6% 51,397 $6.0M
Fuller & Thaler Asset Management, Inc. 0.02% Add +21.9% 51,264 $6.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +29.1% 51,145 $6.0M
Cibc World Markets Corp. 0.03% — 51,102 $6.0M
Sciencast Management LP 0.82% New 50,749 $6.0M
PNC Financial Services Group, Inc. 0.00% Add +1.7% 50,188 $5.9M
RBF Capital, LLC 0.27% No change 50,000 $5.9M
IFM Investors Pty Ltd 0.05% Reduce -2.5% 49,723 $5.8M
Larson Financial Group LLC 0.19% Add +9.9% 49,465 $5.8M
Vanguard Personalized Indexing Management, LLC 0.06% Add +2.5% 49,036 $5.7M
Swiss Life Asset Management Ltd 0.03% Add +4.8% 48,901 $5.7M
Van Eck Associates Corp. 0.00% Reduce -2.6% 48,287 $5.7M
Twinbeech Capital LP 0.40% Add +329.2% 47,530 $5.6M
Macquarie Group Ltd. 0.02% Reduce -76.5% 47,001 $5.5M
MetLife Investment Management, LLC 0.03% Reduce -4.5% 46,711 $5.5M
ProShare Advisors LLC 0.01% Add +4.6% 46,313 $5.4M
CIBC Asset Management Inc 0.01% Add +59.6% 46,224 $5.4M
Scopus Asset Management, L.P. 0.15% Add +14.7% 45,868 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -4.3% 45,339 $5.3M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.6% 44,993 $5.3M
Pathstone Holdings, LLC 0.02% Reduce -1.9% 44,951 $5.3M
Voya Investment Management LLC 0.01% Reduce -2.0% 44,694 $5.2M
Hudson Capital Management LLC 1.34% Add +1.9% 44,246 $5.2M
Two Sigma Advisers, LP 0.01% New 43,200 $5.1M
Seascape Capital Management 1.42% Add +3.2% 42,657 $5.0M
Howard Capital Management, LLC 0.06% Add +0.0% 42,528 $5.0M
Retirement Systems of Alabama 0.02% Reduce -1.5% 41,465 $4.9M
Meritage Portfolio Management 0.32% Reduce -3.0% 41,259 $4.8M
Old Second National Bank of Aurora 0.96% Add +0.9% 41,007 $4.8M
Verition Fund Management LLC 0.03% Reduce -70.8% 41,000 $4.8M
Himension Capital (singapore) Pte. LTD. 0.29% Add +30.8% 40,664 $4.8M
Gotham Asset Management 0.02% Add +50.1% 40,543 $4.8M
Level Four Advisory Services, LLC 0.15% Add +2.9% 40,207 $4.7M
Montag A & Associates Inc. 0.22% Add +17.6% 40,068 $4.7M
Glenmede Trust Co. NA 0.02% — 40,090 $4.7M
Argyle Capital Management, LLC 1.57% Reduce -2.7% 39,991 $4.7M
Quadrature Capital Ltd 0.05% New 39,532 $4.6M
Amalgamated Bank 0.03% Add +3.3% 39,130 $4.6M
Glenview Trust Co 0.07% Reduce -2.4% 38,560 $4.5M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.1% 38,518 $4.5M
DNB Asset Management AS 0.02% No change 38,346 $4.5M
Blair William & Co. 0.01% Add +14.6% 37,801 $4.4M
Forsta Ap-Fonden 0.03% Reduce -58.2% 37,600 $4.4M
Creative Planning 0.00% Add +16.5% 37,103 $4.4M
Cerity Partners LLC 0.01% Reduce -15.9% 37,014 $4.3M
USS Investment Management Ltd 0.02% No change 36,498 $4.3M
Ethic Inc. 0.07% Add +8.0% 36,317 $4.3M
KBC Group NV 0.01% Add +4.0% 36,305 $4.3M
Mariner, LLC 0.01% Reduce -5.3% 35,897 $4.2M
Bayhunt Capital LLC 2.31% — 35,674 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.9% 35,669 $4.2M
Vident Advisory, LLC 0.04% Add +70.2% 35,319 $4.1M
Rockefeller Capital Management L.P. 0.01% Reduce -16.4% 34,987 $4.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -21.8% 34,969 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +21.4% 34,955 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -23.5% 33,529 $3.9M
Stifel Financial Corp. 0.00% Reduce -1.8% 33,356 $3.9M
Twin Capital Management Inc. 0.49% Reduce -0.2% 33,344 $3.9M
Daiwa Securities Group Inc. 0.01% Add +2.2% 33,188 $3.9M
First Manhattan Co. Llc. 0.01% Add +3.6% 32,980 $3.9M
Utah Retirement Systems 0.04% Reduce -0.5% 32,356 $3.8M
Shayne & Jacobs, LLC 1.14% No change 32,192 $3.8M
Park Avenue Securities LLC 0.03% Reduce -19.0% 31,672 $3.7M
FJ Capital Management LLC 0.40% New 31,075 $3.6M
Renaissance Technologies 0.01% New 30,967 $3.6M
NEOS Investment Management LLC 0.02% Add +19.1% 30,775 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -6.2% 30,173 $3.5M
IFG Advisory, LLC 0.15% Add +2.5% 29,458 $3.5M
Dean Investment Associates, LLC 0.49% Add +2.4% 29,397 $3.4M
New York Life Investment Management LLC 0.03% Reduce -1.8% 28,371 $3.3M
Thrive Capital Management, LLC 0.74% Add +62.0% 28,326 $3.3M
Brevan Howard Capital Management LP 0.07% Add +77.8% 27,839 $3.3M
River Wealth Advisors LLC 0.37% Reduce -1.7% 27,823 $3.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -27.5% 27,428 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.1% 27,432 $3.2M
Janus Henderson Group PLC 0.00% Add +8.7% 27,324 $3.2M
Merit Financial Group, LLC 0.03% Add +26.4% 27,109 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.5% 26,983 $3.2M
MUFG Securities EMEA plc 0.04% Add +610.6% 26,834 $3.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% — 26,530 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.4% 26,382 $3.1M
Ellis Investment Partners, LLC 0.53% Reduce -1.2% 26,058 $3.1M
Rakuten Investment Management, Inc. 0.01% Reduce -44.7% 25,742 $3.1M
Yousif Capital Management, LLC 0.03% Reduce -14.7% 23,330 $3.0M
Dorato Capital Management 2.20% — 22,390 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -47.5% 24,749 $2.9M
Westerkirk Capital Inc. 0.28% Add +59.5% 24,400 $2.9M
GTS Securities LLC 0.10% Reduce -20.4% 24,258 $2.8M
Meiji Yasuda Asset Management Co Ltd. 0.14% Reduce -8.5% 24,201 $2.8M
BNP Paribas 0.08% Add +147.2% 23,952 $2.8M
Peak Retirement Planning, Inc. 0.66% Add +44.4% 23,982 $2.8M
Todd Asset Management LLC 0.05% No change 23,438 $2.7M
Tidal Investments LLC 0.01% Reduce -18.6% 23,377 $2.7M
Evolve Private Wealth, LLC 0.16% — 22,904 $2.7M
OP Asset Management Ltd 0.03% Add +2.2% 22,912 $2.7M
UniSuper Management Pty Ltd 0.02% Reduce -5.1% 22,676 $2.7M
Hennessy Advisors Inc. 0.09% Reduce -1.7% 22,600 $2.7M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.9% 22,313 $2.6M
BLI - Banque de Luxembourg Investments 0.08% Add +12.2% 22,000 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.3% 21,946 $2.6M
Pinnacle Associates Ltd. 0.03% Reduce -0.2% 21,659 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -50.3% 21,648 $2.5M
Gabelli Funds LLC 0.02% No change 21,600 $2.5M
Summit Trail Advisors, LLC 0.04% Reduce -15.3% 21,256 $2.5M
Horizon Investments, LLC 0.03% Add +11.2% 21,169 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.1% 20,927 $2.5M
Signal Advisors Wealth, LLC 0.19% Add +21.8% 20,601 $2.4M
iSAM Funds (UK) Ltd 0.87% Reduce -26.3% 20,575 $2.4M
Abc Arbitrage SA 0.23% New 20,563 $2.4M
HighTower Advisors, LLC 0.00% Reduce -4.6% 20,561 $2.4M
Aquatic Capital Management LLC 0.07% New 20,428 $2.4M
Elo Mutual Pension Insurance Co 0.04% Reduce -15.5% 20,314 $2.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.17% No change 20,000 $2.3M
US Bancorp \de 0.00% Reduce -4.3% 19,806 $2.3M
Bellwether Advisors, LLC 0.37% New 19,542 $2.3M
Tredje AP-fonden 0.02% No change 19,508 $2.3M
State of Alaska, Department of Revenue 0.02% Reduce -10.2% 19,376 $2.3M
Sterling Capital Management LLC 0.04% Reduce -6.3% 18,949 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 18,866 $2.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -4.8% 18,766 $2.2M
Regions Financial Corp. 0.01% Reduce -22.3% 18,708 $2.2M
Avanza Fonder AB 0.06% No change 18,682 $2.2M
Lecap Asset Management Ltd. 0.87% New 18,619 $2.2M
D. E. Shaw & Co. 0.00% New 18,314 $2.1M
Thrivent Financial for Lutherans 0.00% Add +51.7% 18,044 $2.1M
Palisade Capital Management, LP 0.07% Reduce -6.6% 17,765 $2.1M
Commerce Bank 0.01% Reduce -2.5% 17,632 $2.1M
Advisory Services Network, LLC 0.03% Add +6.5% 17,604 $2.1M
Wright Investors Service Inc. 0.62% Reduce -17.3% 17,596 $2.1M
M&T Bank Corp 0.01% Add +10.9% 17,432 $2.0M
Campbell & CO Investment Adviser LLC 0.10% New 17,234 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -2.2% 17,194 $2.0M
Vise Technologies, Inc. 0.04% Add +30.1% 16,991 $2.0M
Cresset Asset Management, LLC 0.01% Add +384.7% 16,896 $2.0M
Concurrent Investment Advisors, LLC 0.02% Add +166.5% 16,753 $2.0M
Trail Ridge Investment Advisors, LLC 0.84% No change 16,705 $2.0M
Burney Co./ 0.06% Reduce -3.3% 16,548 $1.9M
ING Groep NV 0.01% New 16,195 $1.9M
Fieldview Capital Management, LLC 0.32% New 16,069 $1.9M
Venturi Wealth Management, LLC 0.08% Reduce -0.5% 16,049 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 16,022 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +36.3% 15,698 $1.8M
Altman Advisors, Inc. 0.69% Add +1.1% 15,647 $1.8M
Mizuho Securities USA LLC 0.03% Reduce -1.2% 14,193 $1.8M
Valley National Advisers Inc. 0.25% Reduce -3.3% 15,199 $1.8M
Dean Capital Management 0.76% Add +3.2% 15,190 $1.8M
Myriad Asset Management Advisors LLC 0.55% — 15,163 $1.8M
Dark Forest Capital Management LP 0.08% New 15,155 $1.8M
Gsa Capital Partners LLP 0.15% New 14,946 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -46.7% 14,800 $1.7M
CreativeOne Wealth, LLC 0.04% Add +18.6% 14,761 $1.7M
Cwm, LLC 0.00% Add +2.8% 14,712 $1.7M
CIBC Private Wealth Group LLC 0.00% Add +2.5% 14,663 $1.7M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.0% 14,638 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +71.4% 14,465 $1.7M
Atria Investments, Inc 0.02% Reduce -44.4% 14,058 $1.6M
Oak Thistle LLC 0.23% Add +58.2% 13,943 $1.6M
Stoneridge Investment Partners LLC 1.12% New 13,772 $1.6M
Inlet Private Wealth, LLC 0.37% Reduce -9.6% 13,742 $1.6M
Allstate Corp. 0.02% Add +87.4% 13,535 $1.6M
Huntington National Bank 0.01% Reduce -3.5% 13,361 $1.6M
Knuff & Co LLC 0.46% Add +16.4% 13,330 $1.6M
Investment Management Corp of Ontario 0.02% Add +40.4% 13,283 $1.6M
Graham Capital Management, L.P. 0.08% Reduce -36.0% 13,200 $1.5M
Systematic Alpha Investments, LLC 0.05% No change 13,088 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +5.7% 12,886 $1.5M
Institute for Wealth Management, LLC. 0.15% Reduce -2.4% 12,402 $1.5M
Kentucky Retirement Systems 0.04% No change 12,343 $1.4M
AlphaQuest LLC 0.08% Add +384.7% 12,239 $1.4M
Voleon Capital Management LP 0.03% Add +279.5% 12,228 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -39.6% 12,209 $1.4M
Commons Capital, LLC 1.00% No change 12,140 $1.4M
Denali Advisors LLC 0.16% Add +32.8% 12,132 $1.4M
Virtus Family Office LLC 1.22% Reduce -0.3% 12,058 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +57.2% 11,943 $1.4M
Inceptionr LLC 0.39% Add +137.5% 11,927 $1.4M
Norinchukin Bank, The 0.02% Add +5.7% 11,918 $1.4M
Great Lakes Advisors, LLC 0.01% Reduce -0.1% 11,826 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.7% 11,818 $1.4M
AE Wealth Management LLC 0.01% Reduce -88.7% 11,767 $1.4M
Lombard Odier Asset Management (USA) Corp 0.72% Reduce -34.3% 11,488 $1.3M
Loomis Sayles & Co. L P 0.00% Reduce -86.9% 11,459 $1.3M
Oddo BHF Asset Management Sas 0.05% Reduce -92.0% 11,392 $1.3M
Pinnacle Financial Partners, Inc. 0.01% — 11,357 $1.3M
Meiji Yasuda Life Insurance Co 0.04% Reduce -0.8% 11,350 $1.3M
Caisse Des Depots Et Consignations 0.03% No change 11,342 $1.3M
Hartford Investment Management Co. 0.04% Reduce -3.6% 11,288 $1.3M
Aspire Private Capital, LLC 0.29% Reduce -3.6% 11,241 $1.3M
Ascent Group, LLC 0.04% Add +5.3% 11,187 $1.3M
UMB Bank, n.a. 0.02% Add +0.5% 11,163 $1.3M
Inscription Capital, LLC 0.13% Add +5.4% 11,043 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -3.0% 10,832 $1.3M
Aprio Wealth Management, LLC 0.07% Add +23.1% 10,822 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +2.5% 10,781 $1.3M
RFG Advisory, LLC 0.02% Reduce -0.2% 10,760 $1.3M
Fidelis Capital Partners, LLC 0.09% Add +0.2% 10,722 $1.3M
X-Square Capital, LLC 0.41% Reduce -0.0% 10,637 $1.2M
Unison Advisors LLC 0.11% Add +0.2% 10,590 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +26.1% 10,584 $1.2M
Savant Capital, LLC 0.01% Add +6.9% 10,536 $1.2M
Pensionfund Sabic 0.33% No change 10,400 $1.2M
Pinebridge Investments LLC 0.01% — 10,271 $1.2M
Principal Securities, Inc. 0.02% Reduce -40.2% 10,200 $1.2M
Intech Investment Management LLC 0.01% Add +87.8% 10,185 $1.2M
New Age Alpha Advisors, LLC 0.05% Add +0.6% 10,144 $1.2M
XTX Topco Ltd 0.03% Reduce -41.6% 10,137 $1.2M
Gulf International Bank (UK) Ltd 0.04% No change 10,085 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -3.9% 10,000 $1.2M
Syon Capital LLC 0.06% Reduce -22.0% 9,884 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% New 9,570 $1.1M
Maryland State Retirement & Pension System 0.02% No change 9,532 $1.1M
Private Advisor Group, LLC 0.01% Add +23.9% 9,490 $1.1M
Farther Finance Advisors, LLC 0.01% Add +4.4% 9,467 $1.1M
Mgo One Seven LLC 0.02% Add +2.9% 9,463 $1.1M
Redwood Investment Management, LLC 0.12% Add +2.9% 9,363 $1.1M
River Street Advisors LLC 0.41% Add +5.8% 9,357 $1.1M
Cetera Trust Company, N.A 0.58% Reduce -9.7% 9,262 $1.1M
Kathmere Capital Management, LLC 0.07% Add +5.2% 9,200 $1.1M
New Mexico Educational Retirement Board 0.03% Add +1.1% 9,138 $1.1M
Tudor Investment Corporation 0.01% New 9,110 $1.1M
CI Investments Inc. 0.00% Add +113.5% 9,092 $1.1M
Vestcor Inc 0.03% Reduce -1.2% 9,070 $1.1M
OMERS ADMINISTRATION Corp 0.01% No change 8,975 $1.1M
Allworth Financial LP 0.00% Reduce -0.8% 8,954 $1.0M
Clarius Group, LLC 0.06% Add +0.8% 8,906 $1.0M
Greenfield Savings Bank 0.43% Add +6.7% 8,808 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% Add +1.6% 8,732 $1.0M
Boothbay Fund Management, LLC 0.03% Reduce -70.0% 8,719 $1.0M
Townsquare Capital LLC 0.23% Reduce -16.9% 8,626 $1.0M
Kesler, Norman & Wride, LLC 0.17% Add +39.0% 8,609 $1.0M
1900 Wealth Management LLC 0.06% No change 8,602 $1.0M
William B. Walkup & Associates, Inc. 0.55% Add +2.3% 8,524 $1000K
Kestra Advisory Services, LLC 0.00% Add +8.0% 8,494 $996K
Atlas Capital Advisors Inc. 0.11% — 8,388 $984K
Choreo, LLC 0.01% Add +2.0% 8,276 $978K
Crestwood Advisors Group, LLC 0.02% Reduce -9.6% 8,335 $977K
Novem Group 0.11% New 8,298 $973K
Logan Capital Management Inc. 0.04% Reduce -23.2% 8,203 $962K
Midland Wealth Advisors, LLC 0.05% No change 8,121 $952K
Bessemer Group Inc. 0.00% Reduce -5.5% 8,126 $952K
Saber Capital Managment, LLC 0.81% — 8,116 $952K
Kestra Private Wealth Services, LLC 0.01% Add +173.3% 8,089 $949K
AlTi Global, Inc. 0.02% Add +4.5% 7,999 $939K
Integrity Alliance, Llc. 0.03% Add +13.4% 7,989 $937K
Jefferies Financial Group Inc. 0.01% New 7,981 $936K
Signaturefd, LLC 0.01% Add +15.7% 7,959 $933K
Centennial Bank 0.37% No change 7,954 $933K
Strong Retirement Solutions LLC 0.63% — 7,933 $930K
Winnacle Wealth LLC 0.68% Reduce -0.5% 7,804 $921K
E. Ohman J:or Asset Management AB 0.02% Reduce -12.4% 7,800 $915K
Gateway Investment Advisers LLC 0.01% Add +12.3% 7,785 $913K
Abn Amro Investment Solutions 0.01% New 7,761 $910K
Havemeyer Place LP 0.18% — 7,748 $909K
Empirical Finance, LLC 0.04% Reduce -4.1% 7,732 $907K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.3% 7,705 $903K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -68.6% 7,676 $900K
Traub Capital Management LLC 0.86% Reduce -0.5% 7,632 $895K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +2.4% 7,599 $891K
J. Safra Sarasin Holding AG 0.01% Reduce -21.7% 7,540 $884K
Dynamic Technology Lab Private Ltd 0.20% New 7,531 $883K
Fiduciary Family Office, LLC 0.25% Add +2.8% 7,521 $882K
Jump Financial, LLC 0.01% Reduce -14.4% 7,503 $880K
Baker Avenue Asset Management, LP 0.02% Add +15.9% 7,430 $871K
HM Payson & Co. 0.01% Reduce -0.4% 7,417 $870K
Bradley Foster & Sargent Inc. 0.01% No change 7,405 $868K
Axxcess Wealth Management, LLC 0.02% Add +7.2% 7,405 $868K
Group One Trading LLC 0.03% Reduce -51.4% 7,368 $864K
CoreCap Advisors, LLC 0.03% Reduce -1.2% 7,313 $858K
Crossmark Global Holdings, Inc. 0.01% Add +0.5% 7,292 $855K
Sowell Financial Services LLC 0.03% Add +1.8% 7,265 $852K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -31.8% 7,250 $850K
Checchi Capital Advisers, LLC 0.06% Reduce -15.3% 7,196 $844K
Van Hulzen Asset Management, LLC 0.06% Add +1.4% 7,116 $834K
Klein Pavlis & Peasley Financial, Inc. 0.49% New 7,113 $834K
Channel Wealth LLC 0.21% Reduce -77.0% 7,107 $833K
Federated Hermes, Inc. 0.00% Reduce -8.9% 7,105 $833K
Everhart Financial Group, Inc. 0.08% Add +9.8% 7,097 $832K
Elevation Point Wealth Partners, LLC 0.04% Reduce -10.9% 7,053 $829K
Vestmark Advisory Solutions, Inc. 0.01% New 7,046 $826K
Arax Advisory Partners 0.02% Reduce -48.9% 7,036 $825K
Aaron Wealth Advisors LLC 0.05% Reduce -33.7% 7,001 $821K
NewEdge Advisors, LLC 0.00% Reduce -38.1% 6,978 $818K
North Dakota State Investment Board 0.03% — 6,742 $791K
Marble Wealth, LLC 0.11% — 6,703 $786K
Independent Advisor Alliance 0.02% Reduce -0.2% 6,611 $775K
Marshall Financial Group, LLC 0.15% New 6,592 $773K
Bank of Hawaii 0.04% Reduce -1.8% 6,540 $767K
Fifth Third Bancorp 0.00% Reduce -13.8% 6,530 $766K
Steward Partners Investment Advisory, LLC 0.00% Add +4.0% 6,524 $765K
Canada Post Corp Registered Pension Plan 0.03% No change 6,523 $765K
Snowden Capital Advisors LLC 0.02% Add +23.7% 6,405 $753K
Compound Planning, Inc. 0.02% Add +25.4% 6,395 $750K
Simplex Trading, LLC 0.02% Add +1308.9% 6,340 $743K
Cooper Financial Group 0.08% Add +4.0% 6,314 $740K
Morningstar Investment Management LLC 0.04% Reduce -0.1% 6,312 $740K
Jones Financial Companies LLLP 0.00% Add +6.2% 6,280 $736K
Ostrum Asset Management 0.04% Reduce -14.7% 6,234 $731K
Metis Global Partners, LLC 0.02% Reduce -7.3% 6,233 $731K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.9% 6,228 $730K
Versant Capital Management, Inc 0.09% Add +21.4% 6,164 $723K
Johnson Investment Counsel Inc. 0.01% Add +19.6% 6,114 $717K
Brown Brothers Harriman & Co. 0.00% Add +16.7% 6,103 $716K
Norden Group LLC 0.07% Add +1.2% 6,060 $711K
Brooklyn Investment Group 0.03% Add +151.0% 5,962 $708K
Forum Financial Management, LP 0.01% Add +24.7% 6,013 $705K
Montgomery Investment Management Inc. 0.25% No change 6,000 $704K
Applied Finance Capital Management, LLC 0.05% Add +48.5% 5,990 $702K
SummitTX Capital, L.P. 0.02% Reduce -50.3% 5,989 $702K
Chicago Partners Investment Group LLC 0.02% Reduce -7.9% 5,540 $693K
Tocqueville Asset Management L.P. 0.01% Add +11.6% 5,866 $688K
Oxford Asset Management LLP 0.24% New 5,863 $687K
V-Square Quantitative Management LLC 0.07% New 5,769 $676K
Certuity, LLC 0.04% Add +29.8% 5,702 $669K
Petra Financial Advisors Inc. 0.39% Reduce -18.5% 5,678 $666K
HUB Investment Partners, LLC 0.02% Add +10.0% 5,645 $662K
Brookstone Capital Management 0.01% Add +2.1% 5,594 $656K
Liberty Wealth Management LLC 0.08% Add +0.2% 5,570 $653K
Equitable Holdings, Inc. 0.00% Add +12.8% 5,552 $651K
Outlook Wealth Advisors, LLC 0.15% Reduce -19.4% 5,548 $651K
Beacon Investment Advisory Services, Inc. 0.03% Add +5.9% 5,533 $649K
Anchor Investment Management, LLC 0.05% No change 5,531 $649K
Polymer Capital Management (US) LLC 0.08% Reduce -48.3% 5,428 $636K
Gryphon Financial Partners LLC 0.07% Add +11.0% 5,422 $636K
Patron Partners, LLC 0.28% No change 5,400 $633K
Penserra Capital Management LLC 0.01% Reduce -10.6% 5,395 $631K
Econ Financial Services Corp 0.31% New 5,341 $626K
Monument Capital Management 0.16% No change 5,339 $626K
Citizens Financial Group Inc. 0.01% Reduce -5.3% 5,329 $625K
Axq Capital, LP 0.14% New 5,308 $622K
Securian Asset Management, Inc. 0.02% Reduce -44.1% 5,300 $621K
Mufg Securities Americas Inc. 0.04% Reduce -1.3% 5,251 $616K
Intrust Bank NA 0.05% Add +4.0% 5,235 $614K
Callan Family Office, LLC 0.01% Add +21.6% 5,229 $613K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 5,174 $607K
Global Retirement Partners, LLC 0.01% Add +54.5% 5,171 $606K
Nomura Holdings Inc. 0.00% Reduce -57.6% 5,163 $605K
HB Wealth Management, LLC 0.00% Add +10.3% 5,115 $600K
Wahed Invest LLC 0.08% Reduce -6.4% 5,113 $600K
Lido Advisors, LLC 0.00% Add +0.4% 4,517 $598K
AlphaGrep UK Ltd 0.20% — 5,078 $595K
University of Texas/Texas Am Investment Management Co. 0.08% New 5,032 $590K
Corient IA LP 0.55% No change 5,000 $586K
Retireful, LLC 0.73% Reduce -33.8% 4,952 $585K
denkapparat Operations GmbH 0.32% Reduce -19.1% 4,956 $581K
Formidable Asset Management, LLC 0.08% Reduce -32.4% 4,955 $581K
Quadrant Capital Group LLC 0.02% Reduce -0.3% 4,924 $577K
Inspire Advisors, LLC 0.05% Reduce -40.4% 4,918 $577K
Keebeck Wealth Management 0.07% Add +1.3% 4,856 $571K
Clarkston Capital Partners, LLC 0.01% No change 4,829 $566K
Pitcairn Wealth Advisors LLC 0.05% — 4,822 $565K
Aldebaran Financial Inc. 0.52% Add +3.5% 4,745 $561K
Kera Capital Partners, Inc. 0.07% Add +127.3% 4,475 $560K
Wellington Management Group LLP 0.00% Reduce -29.3% 4,772 $560K
Belpointe Asset Management LLC 0.02% Add +1.5% 4,751 $557K
Meeder Advisory Services, Inc. 0.02% Reduce -20.9% 4,642 $544K
Drucker Wealth 3.0, LLC 0.10% Reduce -67.1% 4,639 $544K
CenterBook Partners LP 0.03% New 4,619 $542K
TFB Advisors LLC 0.15% Add +3.0% 4,601 $540K
Ellevest, Inc. 0.07% Reduce -0.2% 4,565 $535K
Athena Wealth Management, LLC 0.52% — 4,560 $535K
One Wealth Advisors, LLC 0.06% Reduce -1.8% 4,529 $531K
Praxis Investment Management Inc. 0.03% No change 4,530 $531K
Quantum Private Wealth, LLC 0.15% No change 4,513 $529K
EP Wealth Advisors, LLC 0.00% — 4,504 $528K
Eventide Asset Management, LLC 0.01% New 4,457 $526K
Kingsview Wealth Management, LLC 0.01% Reduce -9.8% 4,485 $526K
Caitong International Asset Management Co., Ltd 0.13% New 4,479 $525K
Naviter Wealth, LLC 0.07% No change 4,439 $522K
Colonial River Investments, LLC 0.19% Add +13.7% 4,446 $521K
Old National Bancorp 0.01% Reduce -3.6% 4,444 $521K
Schwartz Investment Counsel Inc. 0.02% No change 4,398 $516K
GAMMA Investing LLC 0.03% Reduce -3.0% 4,389 $515K
Tectonic Advisors LLC 0.03% Add +9.7% 4,351 $510K
Prudential PLC 0.00% No change 4,316 $506K
United Community Bank 0.19% Reduce -11.0% 4,311 $506K
NewEdge Wealth, LLC 0.01% Add +153.7% 4,287 $503K
Interchange Capital Partners, LLC 0.09% Add +19.8% 4,264 $500K
DoubleLine ETF Adviser LP 0.15% New 4,248 $498K
Siemens Fonds Invest GmbH 0.03% Add +51.1% 4,215 $498K
Strategic Investment Advisors / MI 0.04% Reduce -8.1% 4,239 $497K
JT Stratford LLC 0.06% Reduce -31.3% 4,195 $492K
Allium Financial Advisors, LLC 0.38% No change 4,106 $481K
M.E. Allison & Co., Inc. 0.32% No change 4,074 $478K
Jain Global LLC 0.00% Add +5.8% 4,074 $478K
Sagespring Wealth Partners, LLC 0.01% Add +6.1% 4,066 $477K
Columbia Bank 0.13% Add +1.6% 4,056 $476K
Tema ETFs LLC 0.04% Reduce -0.3% 4,039 $474K
Lanark Financial, Inc. 0.04% Reduce -23.5% 4,027 $472K
Yorktown Management & Research Co Inc 0.38% No change 4,000 $469K
Optas, LLC 0.07% Add +87.7% 3,997 $469K
AdvisorShares Investments LLC 0.08% Reduce -3.8% 3,972 $466K
Mystic Asset Management, Inc. 0.10% No change 3,950 $463K
Wealthspire Advisors, LLC 0.00% Add +657.2% 3,930 $461K
World Investment Advisors 0.01% Reduce -8.4% 3,922 $460K
Ameritas Advisory Services, LLC 0.02% New 3,921 $460K
Legal Advantage Investments, Inc. 0.21% No change 3,920 $460K
Inspire Investing, LLC 0.04% Add +69.7% 3,919 $459K
Coldstream Capital Management Inc. 0.01% Reduce -36.2% 3,902 $458K
Whalen Wealth Management Inc. 0.24% Add +7.9% 3,882 $455K
Harbor Capital Advisors, Inc. 0.04% Reduce -0.1% 3,872 $454K
IFP Advisors, Inc 0.01% Add +3.9% 3,869 $454K
Nicholas Hoffman & Company, LLC. 0.01% No change 3,863 $453K
Rehmann Capital Advisory Group 0.02% Reduce -0.3% 3,854 $452K
Community Bank & Trust, Waco, Texas 0.09% No change 3,830 $449K
Fifth Third Wealth Advisors LLC 0.02% Add +12.5% 3,808 $447K
Glen Eagle Advisors, LLC 0.06% Reduce -1.3% 3,777 $443K
Accurate Wealth Management, LLC 0.06% Add +9.5% 3,320 $438K
Peapack Gladstone Financial Corp. 0.01% Add +0.2% 3,738 $438K
TD Private Client Wealth LLC 0.01% Add +6.1% 3,705 $434K
Planned Solutions, Inc. 0.14% Add +9.7% 3,702 $434K
Cynosure Group, LLC 0.04% Reduce -10.4% 3,701 $434K
SkyOak Wealth, LLC 0.08% Reduce -6.7% 3,679 $431K
D'Orazio & Associates, Inc. 0.05% Add +2.1% 3,655 $429K
Raleigh Capital Management Inc. 0.15% Reduce -2.2% 3,626 $425K
Dynamic Advisor Solutions LLC 0.01% Add +33.2% 3,594 $421K
Ballentine Partners, LLC 0.01% Reduce -0.6% 3,585 $420K
Capital Investment Advisors, LLC 0.01% Add +9.4% 3,578 $419K
VestGen Advisors, LLC 0.02% Add +22.8% 3,561 $418K
LVW Advisors, LLC 0.04% Add +35.2% 3,552 $417K
Caxton Associates LLP 0.01% New 3,546 $416K
Guggenheim Capital LLC 0.00% Reduce -51.3% 3,524 $413K
Panagora Asset Management Inc. 0.00% Reduce -13.7% 3,523 $413K
Wealth Intelligence, LLC 0.20% — 3,513 $412K
GeoWealth Management, LLC 0.02% Reduce -5.3% 3,504 $411K
Hilltop Holdings Inc. 0.02% Reduce -6.3% 3,495 $410K
Waterloo Capital, L.P. 0.03% Add +1.2% 3,494 $410K
DRW Securities, LLC 0.03% New 3,466 $406K
Clark Asset Management, LLC 0.04% New 3,460 $406K
Kingswood Wealth Advisors, LLC 0.02% Reduce -32.1% 3,440 $403K
HighPoint Advisor Group LLC 0.01% Reduce -11.6% 3,425 $402K
OneDigital Investment Advisors LLC 0.00% Reduce -1.9% 3,411 $400K
Midwest Trust Co 0.00% No change 3,380 $396K
Summitry LLC 0.02% New 3,362 $394K
Alps Advisors Inc. 0.00% Add +0.8% 3,357 $394K
Advus Financial Partners, LLC 0.10% Reduce -18.8% 3,349 $393K
Xxi Wealth, LLC 0.24% — 3,343 $392K
Evergreen Capital Management LLC 0.01% Add +6.0% 3,315 $389K
Rooted Wealth Advisors, Inc. 0.11% Add +6.9% 2,883 $388K
Parallel Advisors, LLC 0.01% Add +9.4% 3,301 $387K
Wedmont Private Capital 0.01% Add +4.5% 3,295 $386K
Affinity Investment Advisors, LLC 0.26% Reduce -38.7% 3,293 $386K
CENTRAL TRUST Co 0.01% Reduce -3.4% 3,277 $384K
Advisors Capital Management, LLC 0.00% Reduce -0.2% 3,272 $384K
J.W. Cole Advisors, Inc. 0.01% Reduce -7.8% 3,471 $384K
Eads & Heald Wealth Management 0.18% No change 3,242 $380K
Apollon Wealth Management, LLC 0.01% Reduce -34.2% 3,222 $378K
Richard W. Paul & Associates, LLC 0.13% Reduce -7.3% 3,213 $377K
Nautilus Advisors LLC 0.24% No change 3,195 $375K
Modern Wealth Management, LLC 0.01% Reduce -9.0% 3,191 $374K
Prelude Capital Management, LLC 0.03% New 3,180 $373K
Menard Financial Group LLC 0.26% No change 3,178 $373K
Fiduciary Trust Co 0.00% Add +5.0% 3,163 $371K
Tower Research Capital LLC (TRC) 0.01% Reduce -73.9% 3,148 $369K
First Horizon Corp. 0.02% No change 3,147 $369K
BAM Wealth Management, LLC 0.27% Add +21.8% 3,134 $367K
KMG Fiduciary Partners, LLC 0.03% Reduce -5.6% 3,126 $367K
Mediolanum International Funds Ltd 0.00% No change 3,076 $363K
Kestra Investment Management, LLC 0.01% Add +7.1% 3,089 $362K
Foundations Investment Advisors, LLC 0.00% Add +29.6% 3,069 $360K
PFG Investments, LLC 0.02% Add +65.4% 3,064 $359K
Volterra Technologies LP 0.37% New 3,062 $359K
TCW Group Inc. 0.00% New 3,061 $359K
Smith Salley Wealth Management 0.02% Reduce -11.8% 3,042 $357K
Allianz SE 0.00% No change 3,040 $356K
Moors & Cabot, Inc. 0.02% No change 3,037 $356K
Ascentis Independent Advisors 0.06% Add +1.1% 3,007 $353K
Leonteq Securities AG 0.02% Add +197.0% 3,006 $352K
Plato Investment Management Ltd 0.02% No change 2,991 $352K
Paradigm Asset Management Co. LLC 0.08% Reduce -6.3% 3,000 $352K
Harvest Fund Management Co., Ltd 0.01% Reduce -29.7% 2,997 $351K
Quent Capital, LLC 0.02% Add +1.7% 2,945 $345K
Alvarez & Marsal Private Wealth Partners, LLC 0.07% — 2,926 $344K
Balyasny Asset Management L.P. 0.00% Reduce -99.6% 2,917 $342K
PEAK6 LLC 0.01% Reduce -80.7% 2,904 $341K
CX Institutional 0.01% Add +12.2% 2,897 $340K
MQS Management LLC 0.20% New 2,871 $337K
Portside Wealth Group, LLC 0.04% Add +13.4% 2,794 $328K
Tailwinds Wealth, LLC 0.35% — 2,785 $327K
Profund Advisors LLC 0.01% Reduce -15.4% 2,773 $325K
Horizon Advisory Services, Inc. 0.16% Reduce -5.6% 2,772 $325K
Argent Trust Co 0.01% Reduce -0.6% 2,770 $325K
Virtu Financial LLC 0.01% New 2,756 $323K
Transcend Capital Advisors, LLC 0.03% Add +0.9% 2,750 $322K
Hantz Financial Services, Inc. 0.00% Add +118.3% 2,742 $322K
Cornerstone Wealth Group, LLC 0.02% Add +20.0% 2,717 $319K
Freestone Capital Holdings, LLC 0.01% Add +0.3% 2,714 $318K
Banque Cantonale Vaudoise 0.01% Add +19.3% 2,707 $318K
Renasant Bank 0.22% Reduce -1.4% 2,709 $318K
CSS LLC 0.05% Reduce -13.5% 2,700 $317K
Diversified Enterprises, LLC 0.02% New 2,678 $314K
Florida Financial Advisors, LLC 0.09% Reduce -32.5% 2,672 $314K
Perigon Wealth Management, LLC 0.01% Add +3.6% 2,672 $313K
Exencial Wealth Advisors, LLC 0.01% Add +0.7% 2,666 $313K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -6.3% 2,603 $305K
Voya Financial Advisors, Inc. 0.03% Reduce -0.9% 2,562 $304K
COFG Advisors, LLC 0.07% — 2,581 $303K
Cullen/Frost Bankers, Inc. 0.00% Add +18.0% 2,578 $302K
Westpac Banking Corp. 0.02% Add +31.8% 2,548 $299K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -6.9% 2,544 $298K
Cidel Asset Management Inc. 0.02% Add +6.4% 2,543 $298K
Leavell Investment Management, Inc. 0.01% Add +0.8% 2,524 $297K
Everett Harris & Co. 0.00% No change 2,527 $296K
Aster Capital Management (DIFC) Ltd 0.13% Reduce -85.8% 2,521 $296K
Oakmont Advisory Group, LLC 0.32% — 2,519 $295K
Savvy Advisors, Inc. 0.01% New 2,516 $295K
Bingham Private Wealth, LLC 0.25% — 2,512 $295K
Washington Trust Bank 0.02% No change 2,500 $293K
Burford Brothers, Inc. 0.12% No change 2,488 $292K
Greenleaf Trust 0.00% Reduce -2.7% 2,482 $291K
SC&H Financial Advisors, Inc. 0.04% No change 2,480 $291K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.7% 2,453 $288K
Clearbridge Investments, LLC 0.00% Reduce -97.4% 2,437 $286K
Phoenix Financial Ltd. 0.00% Reduce -9.4% 2,430 $285K
Meridian Wealth Management, LLC 0.01% Reduce -3.0% 2,430 $285K
Manchester Capital Management LLC 0.04% Add +1.8% 2,427 $285K
Exchange Traded Concepts, LLC 0.00% Reduce -29.9% 2,396 $281K
Patten Group, Inc. 0.05% Reduce -29.3% 2,392 $280K
Fiduciary Alliance LLC 0.02% Reduce -18.9% 2,386 $280K
Centaurus Financial, Inc. 0.01% Reduce -7.4% 2,380 $279K
Diversified Trust Co. 0.01% Reduce -0.1% 2,377 $279K
Clearstead Advisors, LLC 0.00% Add +19.7% 2,359 $277K
Stephens Inc. 0.00% Add +3.5% 2,350 $276K
Ieq Capital, LLC 0.00% New 2,340 $274K
Personal Cfo Solutions, LLC 0.04% Add +23.8% 2,317 $272K
HBK Sorce Advisory LLC 0.01% Reduce -0.7% 2,009 $271K
Trust Asset Management LLC 0.02% Reduce -3.8% 2,292 $269K
Myriad Asset Management US LP 0.45% Reduce -74.1% 2,289 $268K
Capital Analysts, LLC 0.01% Reduce -2.3% 2,280 $267K
First Eagle Investment Management, LLC 0.00% Reduce -22.5% 2,259 $265K
Arvest Bank Trust Division 0.01% New 2,242 $263K
Providence Capital Advisors, LLC 0.04% No change 2,241 $263K
State of Wyoming 0.03% New 2,213 $259K
Pallas Capital Advisors LLC 0.01% Add +0.6% 2,205 $259K
Riversedge Advisors, LLC 0.04% Add +16.8% 2,199 $258K
Opal Wealth Advisors, LLC 0.07% Add +4.8% 2,169 $254K
Apella Capital, LLC 0.01% Add +0.2% 2,168 $254K
Guardian Wealth Advisors, LLC / NC 0.02% Add +2.0% 2,158 $253K
Clark Capital Management Group, Inc. 0.00% Reduce -99.7% 2,155 $253K
Smartleaf Asset Management LLC 0.01% Add +5.7% 2,133 $252K
Colonial Trust Co / SC 0.03% Reduce -1.3% 2,145 $252K
Smithfield Trust Co 0.01% No change 2,145 $251K
Integrated Wealth Concepts LLC 0.00% Reduce -38.8% 2,139 $251K
Hancock Whitney Corp. 0.00% Reduce -3.0% 2,130 $250K
Red Door Wealth Management, LLC 0.03% Add +0.1% 2,130 $250K
GC Wealth Management RIA, LLC 0.01% Reduce -78.1% 2,129 $250K
AMG National Trust Bank 0.01% No change 2,121 $249K
Fortem Financial Group, LLC 0.07% Reduce -0.2% 2,100 $246K
Edmp, Inc. 0.20% No change 2,091 $245K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.1% 2,074 $243K
Omnia Family Wealth, LLC 0.07% No change 2,065 $243K
Roman Butler Fullerton & Co. 0.06% Add +10.4% 1,894 $242K
Nilsine Partners, LLC 0.02% Add +13.6% 2,061 $242K
Ignite Planners, LLC 0.04% Add +17.6% 1,929 $241K
Second Line Capital, LLC 0.05% Add +5.8% 2,045 $240K
Juncture Wealth Strategies, LLC 0.08% No change 2,019 $237K
Stratos Wealth Advisors, LLC 0.01% Reduce -3.6% 2,018 $237K
Prime Capital Investment Advisors, LLC 0.00% New 2,004 $235K
Stonehaven Wealth & Tax Solutions, LLC 0.21% Reduce -3.3% 2,000 $235K
Spectrum Investment Advisors, Inc. 0.12% New 2,000 $235K
Premier Path Wealth Partners, LLC 0.03% Add +5.5% 1,993 $234K
Stokes Family Office, LLC 0.02% New 1,985 $233K
Franchise GP Ltd 0.26% — 1,960 $230K
Ashton Thomas Private Wealth, LLC 0.01% New 1,950 $229K
Graetz Wealth LLC 0.21% — 1,945 $228K
AlphaCore Capital LLC 0.01% Reduce -7.8% 1,928 $227K
Three Seasons Wealth, LLC 0.02% No change 1,927 $226K
NorthRock Partners, LLC 0.00% Reduce -50.3% 1,925 $225K
Cigna Investments Inc. 0.03% Reduce -3.0% 1,916 $224K
Waystone Advisors LLC 0.19% — 1,892 $222K
Harbor Asset Planning, Inc. 0.19% No change 1,886 $221K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -15.8% 1,877 $220K
SmartHarvest Portfolios, LLC 0.08% — 1,869 $219K
Torren Management, LLC 0.11% — 1,867 $219K
Symmetry Partners, LLC 0.01% No change 1,850 $217K
Wayfinding Financial, LLC 0.09% Add +11.6% 1,839 $216K
Patton Fund Management, Inc. 0.03% Reduce -16.0% 1,816 $213K
Blue Trust, Inc. 0.00% Add +2.2% 1,816 $213K
Ameritas Investment Partners, Inc. 0.01% No change 1,798 $211K
Balefire, LLC 0.04% Add +3.9% 1,794 $210K
Teza Capital Management LLC 0.67% New 1,762 $207K
Kovack Advisors, Inc. 0.01% New 1,760 $206K
Badgley Phelps Wealth Managers, LLC 0.00% New 1,754 $206K
Dorsey & Whitney Trust CO LLC 0.01% New 1,753 $206K
Fisher Asset Management 0.00% New 1,746 $205K
Sagewood Asset Management LP 0.07% — 1,746 $205K
Summit Financial, LLC 0.00% Reduce -12.4% 1,741 $205K
BBR Partners, LLC 0.01% Add +3.0% 1,738 $204K
SG Trading Solutions, LLC 0.05% — 1,726 $202K
Key Financial Inc 0.03% No change 1,604 $188K
Harbour Investments, Inc. 0.00% Reduce -14.1% 1,590 $186K
Whittier Trust Co. of Nevada Inc. 0.00% New 1,500 $182K
Wellington-Altus USA Inc. 0.13% — 1,495 $175K
Bokf, NA 0.00% Reduce -1.6% 1,477 $173K
Cohen & Steers, Inc. 0.00% Reduce -98.7% 1,463 $172K
Peterson Wealth Services 0.04% Add +704.4% 1,448 $170K
Fulcrum Asset Management LLP 0.05% Reduce -1.7% 1,416 $167K
Wilmington Savings Fund Society, FSB 0.00% Reduce -8.0% 1,424 $167K
Pinnacle Wealth Planning Services, Inc. 0.02% New 1,397 $164K
TD Waterhouse Canada Inc. 0.00% Add +19.4% 1,357 $159K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.8% 1,285 $151K
EverSource Wealth Advisors, LLC 0.01% Add +3.1% 1,245 $146K
Keating Financial Advisory Services, Inc. 0.02% — 1,212 $142K
SageView Advisory Group, LLC 0.00% New 1,105 $130K
Millstone Evans Group, LLC 0.07% No change 1,058 $124K
MAI Capital Management 0.00% Add +19.4% 1,036 $122K
Basecamp Wealth Advisors LLC 0.03% — 1,020 $120K
Hazlett, Burt & Watson, Inc. 0.04% Add +66.6% 1,001 $119K
Essential Partners LLC 0.03% Add +5.5% 953 $112K
Bay Harbor Wealth Management, LLC 0.03% Reduce -8.0% 879 $103K
Parkside Financial Bank & Trust 0.01% Add +111.2% 870 $102K
CNB Bank 0.04% Reduce -1.3% 868 $102K
REAP Financial Group, LLC 0.02% Add +52.2% 866 $102K
Raiffeisen Bank International AG 0.00% No change 851 $101K
Covestor Ltd 0.05% Reduce -45.8% 814 $96K
Adirondack Trust Co. 0.03% No change 815 $96K
Grove Bank & Trust 0.01% Add +6.4% 802 $94K
Private Trust Co. NA 0.01% Reduce -24.6% 753 $88K
Quarry LP 0.01% Add +18.1% 742 $87K
General Partner, Inc. 0.05% No change 718 $84K
Prosperity Bancshares Inc 0.07% — 684 $80K
Measured Wealth Private Client Group, LLC 0.02% Reduce -42.0% 653 $77K
Peoples Financial Services Corp. 0.03% No change 638 $75K
Johnson Financial Group, Inc. 0.00% Reduce -34.1% 635 $75K
CVA Family Office, LLC 0.01% No change 635 $74K
CYBER HORNET ETFs LLC 0.04% Add +5.4% 603 $71K
Rothschild Investment LLC 0.00% Reduce -0.7% 594 $70K
Bartlett & Co. Wealth Management LLC 0.00% No change 589 $69K
Ancora Advisors LLC 0.00% Add +45.3% 587 $69K
Cornerstone Planning Group LLC 0.01% Add +578.0% 556 $69K
Cromwell Holdings LLC 0.04% No change 580 $68K
Steigerwald, Gordon & Koch Inc. 0.01% No change 563 $66K
International Assets Investment Management, LLC 0.00% New 5,517 $66K
Pandora Wealth, Inc. 0.04% Reduce -35.0% 557 $65K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +10.1% 546 $64K
AdvisorNet Financial, Inc 0.00% Add +0.2% 504 $59K
Plante Moran Financial Advisors, LLC 0.00% No change 500 $59K
Wilkerson Advisory Group LLC 0.02% — 499 $59K
Hager Investment Management Services, LLC 0.03% Add +15.9% 487 $57K
Golden State Wealth Management, LLC 0.01% Add +18.3% 484 $57K
Deseret Mutual Benefit Administrators 0.02% No change 477 $56K
Root Financial Partners, LLC 0.00% Add +17.2% 477 $56K
Capital Advisors, Ltd. LLC 0.01% No change 468 $55K
Oakworth Capital, Inc. 0.00% No change 465 $55K
Signature Equity Partners, LLC 0.03% — 460 $54K
Sentry Investment Management LLC 0.03% No change 431 $51K
Longview Financial Advisors LLC 0.03% No change 426 $50K
Transamerica Financial Advisors, LLC 0.00% Add +73.4% 423 $50K
Sfam, LLC 0.04% — 400 $47K
Park Place Capital Corp 0.01% Reduce -3.9% 394 $46K
Sarver Vrooman Wealth Advisors 0.03% Reduce -37.7% 389 $46K
Strive Financial Group ,LLC 0.02% — 358 $42K
Elyxium Wealth, LLC 0.01% New 349 $41K
Beacon Financial Strategies CORP 0.02% New 340 $40K
True Wealth Design, LLC 0.01% Reduce -5.6% 336 $39K
DT Investment Partners, LLC 0.00% No change 334 $39K
Rexford Capital Inc. 0.03% No change 330 $39K
High Point Wealth Management, LLC 0.04% — 320 $38K
Security National Bank 0.01% No change 317 $37K
Wellington Grp LLC 0.01% — 299 $35K
Summit Securities Group LLC 0.01% Reduce -86.0% 290 $34K
Whittier Trust Co. 0.00% No change 280 $34K
Lloyd Advisory Services, LLC. 0.01% New 283 $33K
Park Square Financial Group, LLC 0.20% Add +27.3% 303 $33K
Strategic Wealth Partners, Ltd. 0.00% Add +18.5% 275 $32K
DV Equities, LLC 0.01% — 273 $32K
Private Wealth Management Group, LLC 0.01% No change 271 $32K
WealthCollab, LLC 0.01% No change 269 $32K
Rachor Investment Advisory Services, LLC 0.02% — 266 $31K
JFS Wealth Advisors, LLC 0.00% Add +21.2% 257 $30K
Financial Perspectives, Inc 0.01% No change 250 $29K
Concord Wealth Partners 0.00% Reduce -30.9% 221 $26K
LRI Investments, LLC 0.00% No change 221 $26K
Caitlin John, LLC 0.02% Reduce -93.3% 211 $25K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $25K
Community Bank, N.A. 0.00% No change 210 $25K
Darwin Wealth Management, LLC 0.01% Reduce -22.3% 206 $24K
ORG Partners LLC 0.00% Add +230.7% 205 $24K
Camelot Portfolios, LLC 0.01% New 200 $23K
Costello Asset Management, INC 0.01% No change 200 $23K
Reflection Asset Management 0.02% — 193 $23K
Country Trust Bank 0.00% No change 187 $22K
Bell Investment Advisors, Inc 0.00% Reduce -2.1% 186 $22K
Fortitude Family Office, LLC 0.00% Reduce -2.3% 173 $20K
WPG Advisers, LLC 0.01% Reduce -34.8% 169 $20K
United Financial Planning Group LLC 0.01% No change 168 $20K
Addison Advisors LLC 0.00% Reduce -0.6% 158 $19K
Creative Financial Designs Inc. 0.00% Reduce -22.9% 158 $19K
Evelyn Partners Investment Management LLP 0.00% No change 154 $18K
Byrne Asset Management LLC 0.01% No change 150 $18K
Salomon & Ludwin, LLC 0.00% Add +115.2% 142 $17K
Tsfg, LLC 0.00% No change 146 $17K
Farmers & Merchants Investments Inc. 0.00% No change 140 $16K
Valued Wealth Advisors LLC 0.01% Add +5.3% 139 $16K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -0.8% 133 $16K
Richardson Financial Services Inc. 0.00% Reduce -83.8% 130 $15K
Swiss Re Ltd. 0.00% — 128 $15K
GW&K Investment Management, LLC 0.00% Add +3.3% 126 $15K
Morse Asset Management, Inc 0.00% No change 125 $15K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 121 $14K
CDKV Holdings LLC 0.01% — 121 $14K
Crews Bank & Trust 0.00% No change 120 $14K
Zions Bancorporation, National Association 0.00% Add +300.0% 120 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $13K
Laurel Wealth Advisors LLC 0.00% New 111 $13K
1015 Capital Partners, LLC 0.01% — 110 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 106 $12K
HHM Wealth Advisors, LLC 0.00% Reduce -24.8% 106 $12K
Aspect Partners, LLC 0.01% Add +4.1% 102 $12K
Proffitt & Goodson Inc. 0.00% Reduce -3.8% 101 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 95 $11K
Clearstead Trust, LLC 0.00% Reduce -32.6% 93 $11K
Arlington Trust Co LLC 0.00% Reduce -79.1% 92 $11K
Meeder Asset Management Inc. 0.00% Reduce -42.0% 91 $11K
New Millennium Group LLC 0.00% Reduce -1.1% 88 $10K
Washington Trust Advisors, Inc. 0.00% Add +107.1% 87 $10K
SJS Investment Consulting Inc. 0.00% Reduce -79.3% 82 $10K
Legacy Bridge, LLC 0.00% New 81 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 80 $9K
Atwood & Palmer Inc. 0.00% No change 79 $9K
Financial Management Professionals, Inc. 0.00% No change 76 $9K
Rakuten Securities, Inc. 0.00% Add +24.6% 76 $9K
Armstrong Advisory Group, Inc. 0.00% Reduce -41.3% 74 $9K
Rossby Financial, LCC 0.00% Reduce -71.9% 74 $9K
Ares Financial Consulting, LLC 0.01% — 72 $8K
Westfuller Advisors, LLC 0.00% No change 71 $8K
POM Investment Strategies, LLC 0.00% New 72 $8K
Navalign, LLC 0.00% New 70 $8K
Legacy Wealth Managment, LLC 0.00% Add +475.0% 69 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $8K
Avion Wealth 0.00% Reduce -6.5% 72 $8K
Westside Investment Management, Inc. 0.00% No change 67 $8K
Physician Wealth Advisors, Inc. 0.00% Add +9.7% 68 $8K
High Note Wealth, LLC 0.00% Add +9.8% 67 $8K
KERR FINANCIAL PLANNING Corp 0.01% No change 58 $8K
Strategic Advocates LLC 0.00% No change 64 $8K
MV Capital Management, Inc. 0.00% No change 64 $8K
Stone House Investment Management, LLC 0.00% New 62 $7K
Hollencrest Capital Management 0.00% No change 60 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +22.6% 65 $7K
Frazier Financial Advisors, LLC 0.00% No change 59 $7K
Dogwood Wealth Management LLC 0.00% Reduce -17.6% 56 $7K
Pinnacle Bancorp, Inc. 0.00% No change 55 $6K
Red Tortoise LLC 0.00% No change 54 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 53 $6K
Harbor Investment Advisory, LLC 0.00% No change 52 $6K
N.E.W. Advisory Services LLC 0.00% No change 50 $6K
Global Wealth Strategies & Associates 0.00% Reduce -12.3% 50 $6K
Abound Wealth Management 0.00% No change 50 $6K
Prestige Wealth Management Group LLC 0.00% Add +11.4% 49 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 49 $6K
Manning & Napier Advisors LLC 0.00% New 48 $6K
SBI Securities Co., Ltd. 0.00% Reduce -54.5% 46 $5K
Kozak & Associates, Inc. 0.00% No change 41 $5K
S&T Bank 0.00% Reduce -53.2% 44 $5K
IMA Advisory Services, Inc. 0.00% Add +975.0% 43 $5K
Chilton Capital Management LLC 0.00% No change 43 $5K
Cornerstone Financial Management LLC 0.00% — 42 $5K
Howard Hughes Medical Institute 0.00% Reduce -2.3% 42 $5K
Luken Investment Analytics, LLC 0.00% New 41 $5K
Gleason Group, Inc. 0.00% New 40 $5K
Nemes Rush Group LLC 0.00% New 40 $5K
Spire Wealth Management 0.00% Add +135.3% 40 $5K
First Command Advisory Services, Inc. 0.00% New 39 $5K
Geneos Wealth Management Inc. 0.00% Reduce -50.6% 38 $4K
Clayton Financial Group LLC 0.00% New 37 $4K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 34 $4K
Financial Consulate, Inc. 0.00% Reduce -22.2% 35 $4K
Private Wealth Asset Management, LLC 0.00% No change 35 $4K
Motiv8 Investments LLC 0.00% New 34 $4K
North Star Investment Management Corp. 0.00% Add +540.0% 32 $4K
Heritage Wealth Advisors 0.00% No change 32 $4K
TFC Financial Management, Inc. 0.00% No change 31 $4K
SouthState Bank Corp 0.00% No change 30 $4K
Dagco, Inc. 0.00% No change 29 $3K
Turning Point Benefit Group, Inc. 0.00% Add +100.0% 28 $3K
Gilpin Wealth Management, LLC 0.00% — 25 $3K
Pension & Wealth Management Advisors, Inc. 0.00% Add +71.4% 24 $3K
Trust Co. of Vermont 0.00% Add +155.6% 23 $3K
Rialto Wealth Management, LLC 0.00% Add +4.8% 22 $3K
GHP Investment Advisors, Inc. 0.00% No change 22 $3K
Asset Dedication, LLC 0.00% No change 21 $2K
McMillan Office, Inc. 0.00% — 21 $2K
Bruce G. Allen Investments, LLC 0.00% No change 20 $2K
J.Safra Asset Management Corp 0.00% New 20 $2K
IAG Wealth Partners, LLC 0.00% No change 20 $2K
Dunhill Financial, LLC 0.00% Add +12.5% 18 $2K
Hughes Financial Services, LLC 0.00% Add +6.7% 16 $2K
McGuire Capital Advisors Inc. 0.00% — 14 $2K
Crewe Advisors LLC 0.00% New 13 $2K
Principia Wealth Advisory, LLC 0.00% Add +18.2% 13 $2K
Cedar Mountain Advisors, LLC 0.00% No change 12 $1K
HFM Investment Advisors, LLC 0.00% Add +10.0% 11 $1K
BankPlus Trust Department 0.00% No change 11 $1K
Atlantic Private Wealth, LLC 0.00% New 10 $1K
Kilter Group LLC 0.00% Reduce -47.4% 10 $1K
Anfield Capital Management, LLC 0.00% No change 8 $938
Triumph Capital Management 0.00% New 8 $938
Picton Mahoney Asset Management 0.00% No change 8 $938
American Capital Advisory, LLC 0.00% Add +40.0% 7 $821
Highline Wealth Partners LLC 0.00% No change 7 $821
Kingdom Financial Group LLC. 0.00% New 6 $709
Greenline Wealth Management LLC 0.00% — 6 $704
Seneschal Advisors, LLC 0.00% No change 6 $704
JNBA Financial Advisors 0.00% New 6 $704
Raffa Wealth Management, LLC 0.00% Reduce -64.7% 6 $704
Sachetta, LLC 0.00% No change 5 $587
Signature Resources Capital Management, LLC 0.00% New 5 $586
Aventura Private Wealth, LLC 0.00% New 5 $586
Nvwm, LLC 0.00% No change 5 $586
Breakwater Investment Management 0.00% No change 4 $470
Optima Capital LLC 0.00% New 4 $470
Networth Advisors, LLC 0.00% — 4 $469
Wealth Enhancement Trust Services, Inc. 0.00% — 4 $469
Cape Investment Advisory, Inc. 0.00% New 3 $356
NorthAvenue LLC 0.00% — 3 $352
Sunbelt Securities, Inc. 0.00% New 3 $352
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $235
Redwood Park Advisors LLC 0.00% No change 2 $235
Quaker Wealth Management, LLC 0.00% No change 2 $235
DecisionPoint Financial, LLC 0.00% No change 2 $235
Ameriflex Group, Inc. 0.00% Reduce -50.0% 2 $235
Arcadia Investment Management Corp. 0.00% New 2 $235
WestEnd Advisors, LLC 0.00% Reduce -50.0% 2 $235
Davis Capital Management 0.00% Reduce -50.0% 1 $117
Valley Wealth Managers, Inc. 0.00% No change 1 $64

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