PultegroupPHM

13F holders, Q2 2026 (June 30)
1,045holders +8
107new positions
101sold out
10famous investors
$137.03avg. 13F price*

At the end of Q2 2026, 1,045 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, up 8 from Q1 2026. 107 opened new positions and 101 sold out. The largest holders were BlackRock, Inc. ($2.6B), Franklin Resources Inc. ($2.1B) and Vanguard Capital Management LLC ($1.7B). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions107$319.1M
Exits101$201.9M

All 13F filers, Q1 2026 → Q2 2026: 11,041,095 shares bought and 13,375,019 shares sold, net −2,333,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,045 holders

BlackRock, Inc. 0.04% Reduce -2.7% 18,734,222 $2.6B
Franklin Resources Inc. 0.47% Add +3.9% 15,559,037 $2.1B
Vanguard Capital Management LLC 0.04% Reduce -0.4% 12,457,824 $1.7B
State Street Corp. 0.04% Add +3.2% 9,174,111 $1.3B
Vanguard Portfolio Management LLC 0.05% Reduce -0.2% 8,158,644 $1.1B
FMR LLC 0.04% Add +12.3% 6,037,176 $828.4M
Greenhaven Associates Inc. 8.64% Reduce -0.8% 5,455,949 $748.6M
Geode Capital Management, LLC 0.04% Add +0.1% 5,272,775 $720.7M
Norges Bank 0.06% — 4,339,538 $595.4M
T. Rowe Price Associates Inc. 0.05% Reduce -34.8% 3,576,416 $490.7M
Dimensional Fund Advisors LP 0.08% Add +2.3% 3,218,932 $441.7M
First Trust Advisors LP 0.26% Reduce -26.7% 3,162,716 $434.0M
LSV Asset Management 0.68% Add +3.0% 2,734,765 $375.2M
Morgan Stanley 0.02% Reduce -12.1% 2,565,379 $352.0M
Goldman Sachs Group Inc. 0.03% Add +15.9% 2,317,393 $318.0M
Invesco Ltd. 0.03% Reduce -4.7% 2,305,346 $316.3M
Nuveen, LLC 0.07% Add +49.4% 2,106,430 $289.0M
Caisse de depot et placement du Quebec 0.41% Reduce -6.8% 2,091,909 $287.0M
Ameriprise Financial Inc. 0.06% Add +9.8% 1,989,841 $273.0M
Bank of America Corp. 0.02% Add +1.0% 1,982,352 $272.0M
Northern Trust Corp. 0.03% Reduce -2.2% 1,947,246 $267.2M
Massachusetts Financial Services Co. 0.08% Reduce -18.9% 1,824,180 $250.3M
American Century Companies Inc. 0.10% Add +7.6% 1,602,144 $219.8M
Legal & General Group Plc 0.04% Add +2.9% 1,489,149 $204.3M
Charles Schwab Investment Management Inc. 0.03% Add +2.0% 1,478,774 $202.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -7.2% 1,438,684 $197.4M
Bank of New York Mellon Corp 0.03% Reduce -5.8% 1,384,237 $189.9M
Deutsche Bank AG 0.05% Reduce -6.0% 1,353,108 $185.7M
Captrust Financial Advisors 0.25% Add +0.8% 1,166,862 $160.1M
JPMorgan Chase & Co. 0.01% Reduce -6.6% 1,095,171 $151.1M
Vanguard Fiduciary Trust Co. 0.03% Reduce -1.1% 1,069,413 $146.7M
Barclays PLC 0.04% Add +7.9% 986,476 $135.4M
Public Sector Pension Investment Board 0.34% Add +0.0% 936,383 $128.5M
Victory Capital Management Inc. 0.07% Add +4.1% 911,227 $125.0M
Amundi 0.03% Reduce -37.6% 898,136 $123.2M
Pacer Advisors, Inc. 0.32% Add +2.2% 894,118 $122.7M
Capital Research Global Investors 0.02% New 855,457 $117.4M
Nordea Investment Management AB 0.08% Reduce -0.4% 686,517 $94.6M
UBS Group AG 0.01% Reduce -36.3% 681,701 $93.5M
Menora Mivtachim Holdings LTD. 0.36% No change 666,200 $91.4M
HSBC Holdings PLC 0.04% Reduce -8.3% 648,075 $88.9M
Raymond James Financial Inc. 0.02% Add +14.6% 642,167 $88.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Add +12.2% 627,404 $86.1M
Citigroup Inc. 0.04% Add +30.4% 596,843 $81.9M
Schonfeld Strategic Advisors LLC 0.41% Add +98.6% 566,747 $77.8M
Swedbank AB 0.07% Add +0.4% 564,839 $77.5M
Canada Pension Plan Investment Board 0.04% Add +15.0% 559,571 $76.8M
Swiss National Bank 0.04% Reduce -5.5% 540,400 $74.1M
Quantinno Capital Management LP 0.09% Reduce -18.0% 532,875 $73.1M
Freestone Grove Partners LP 0.48% Add +191.7% 530,182 $72.7M
Thrivent Financial for Lutherans 0.12% Add +3722.8% 525,326 $72.1M
Allspring Global Investments Holdings, LLC 0.11% Add +13.4% 536,557 $71.1M
National Pension Service 0.05% Add +5.8% 514,398 $70.6M
Wells Fargo & Company 0.01% Add +10.8% 490,246 $67.3M
BNP Paribas Financial Markets 0.03% Reduce -17.4% 478,556 $65.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.5% 478,245 $65.6M
EFG International AG 1.21% Reduce -1.6% 476,224 $65.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +3.8% 461,587 $63.3M
Assetmark, Inc. 0.11% Reduce -8.9% 455,101 $62.4M
Marshall Wace, LLP 0.05% Add +84.0% 451,257 $61.9M
Prana Capital Management, LP 1.85% Add +3366.9% 441,025 $60.5M
CANADA LIFE ASSURANCE Co 0.10% Reduce -12.8% 435,018 $59.6M
Royal Bank of Canada 0.01% Reduce -13.5% 429,307 $58.9M
California Public Employees Retirement System 0.03% Add +0.7% 423,503 $58.1M
Vanguard Global Advisers, LLC 0.03% Reduce -2.5% 421,821 $57.9M
Homestead Advisers Corp 1.42% Add +0.3% 416,294 $57.1M
STRS Ohio 0.21% Add +14.8% 400,407 $54.9M
Russell Investments Group, Ltd. 0.05% Add +0.9% 399,951 $54.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +12.0% 389,363 $53.4M
Vest Financial, LLC 0.55% Reduce -25.3% 383,925 $52.7M
Seizert Capital Partners, LLC 2.16% Add +51.0% 380,746 $52.2M
Pictet Asset Management Holding SA 0.05% Reduce -22.5% 376,253 $51.6M
Rafferty Asset Management, LLC 0.12% Add +31.7% 375,744 $51.6M
O'shaughnessy Asset Management, LLC 0.23% Add +6.5% 364,813 $50.1M
Rhumbline Advisers 0.04% Reduce -1.5% 364,352 $50.0M
Envestnet Asset Management Inc. 0.01% Add +5.4% 359,552 $49.3M
Alyeska Investment Group, L.P. 0.13% Add +59.6% 358,198 $49.1M
Eurizon Capital SGR S.p.A. 0.13% Add +144.9% 341,756 $46.9M
Principal Financial Group Inc. 0.02% Add +7.5% 336,993 $46.2M
AQR Capital Management 0.02% Add +2.8% 332,684 $45.6M
Baron Capital (BAMCO) 0.07% New 329,727 $45.2M
Clough Capital Partners L P 3.56% Add +0.1% 318,540 $43.7M
Vontobel Holding Ltd. 0.14% Add +25.5% 315,201 $43.2M
Milford Funds Ltd. 0.70% Reduce -36.3% 312,140 $42.8M
Allianz Asset Management GmbH 0.04% Reduce -1.0% 292,078 $40.1M
Two Sigma Investments, LP 0.03% Add +1162.9% 289,291 $39.7M
iA Global Asset Management Inc. 0.46% New 283,780 $38.9M
FIL Ltd 0.03% Add +23.4% 275,697 $37.8M
California State Teachers Retirement System 0.03% Reduce -1.1% 271,148 $37.2M
GMO 0.08% Reduce -0.1% 247,389 $33.9M
Teewinot Capital Advisers, L.L.C. 2.45% Add +343.6% 246,526 $33.8M
SG Americas Securities, LLC 0.02% Add +212.7% 239,504 $32.9M
Edmond DE Rothschild Holding S.A. 0.43% Reduce -9.6% 235,000 $32.2M
Jefferies Financial Group Inc. 0.30% Add +3208.7% 231,442 $31.8M
Natixis Advisors, LLC 0.04% Add +21.3% 226,781 $31.1M
Alliancebernstein L.P. 0.01% Add +8.0% 260,565 $30.6M
Mercer Global Advisors Inc. 0.04% Reduce -16.6% 218,908 $30.0M
Winslow Asset Management Inc. 5.10% Reduce -2.0% 213,852 $29.3M
New York State Teachers Retirement System 0.05% Reduce -6.2% 208,282 $28.6M
Storebrand Asset Management As 0.07% Reduce -4.1% 206,730 $28.4M
LPL Financial LLC 0.01% Reduce -8.1% 206,704 $28.4M
AEGON ASSET MANAGEMENT UK Plc 0.30% Reduce -5.0% 203,052 $27.9M
Sei Investments Co. 0.02% Add +34.8% 199,920 $27.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -41.6% 199,148 $27.3M
Bank of Montreal 0.01% Add +23.6% 197,851 $27.1M
Zacks Investment Management 0.18% Add +0.4% 188,500 $25.9M
Susquehanna International Group, LLP 0.02% Add +75.9% 187,285 $25.7M
Tudor Investment Corporation 0.11% New 185,438 $25.4M
Aviva PLC 0.04% Add +1.6% 181,560 $24.9M
Millennium Management 0.02% Reduce -6.3% 180,775 $24.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -2.9% 175,210 $24.0M
Schroder Investment Management Group 0.02% Add +58.8% 172,498 $23.8M
Citadel Advisors 0.01% Add +180.8% 171,178 $23.5M
Man Group plc 0.04% Add +50.3% 171,143 $23.5M
Adage Capital Partners Gp, L.L.C. 0.03% Add +51.5% 169,800 $23.3M
Assenagon Asset Management S.A. 0.03% Reduce -50.6% 162,798 $22.3M
QRG Capital Management, Inc. 0.17% Add +9.7% 151,274 $20.8M
Moran Wealth Management, LLC 0.56% Reduce -5.4% 148,626 $20.4M
State of Wisconsin Investment Board 0.04% Reduce -4.5% 148,502 $20.4M
Distillate Capital Partners LLC 1.02% Reduce 0.0% 142,947 $19.6M
Empowered Funds, LLC 0.10% Reduce -13.5% 142,920 $19.6M
SCS Capital Management LLC 0.18% Add +0.0% 140,617 $19.3M
Corient Private Wealth LP 0.03% Reduce -20.9% 140,490 $19.3M
Aptus Capital Advisors, LLC 0.14% Add +2.8% 139,664 $19.2M
Nomura Asset Management International Inc. 0.03% Add +1.4% 137,449 $18.9M
Basswood Capital Management, L.L.C. 0.80% No change 135,730 $18.6M
Susquehanna Portfolio Strategies, LLC 0.30% Reduce -41.0% 135,172 $18.5M
Berkshire Asset Management LLC 0.71% Reduce -2.2% 131,951 $18.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.31% No change 124,335 $17.1M
Treasurer of the State of North Carolina 0.04% Reduce -21.9% 119,993 $16.5M
APG Asset Management N.V. 0.04% Add +35.5% 133,669 $16.0M
Fuller & Thaler Asset Management, Inc. 0.04% Add +64.1% 112,936 $15.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.49% Add +2.4% 110,452 $15.2M
Benjamin Edwards Inc. 0.14% Add +33.1% 110,316 $15.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.4% 226,320 $14.9M
Cumberland Partners Ltd 0.96% Reduce -49.5% 107,923 $14.8M
Balyasny Asset Management L.P. 0.03% Reduce -82.5% 107,295 $14.7M
Royal London Asset Management Ltd. 0.03% Add +0.9% 107,240 $14.7M
Cetera Investment Advisers 0.01% Reduce -6.1% 101,207 $13.9M
National Bank of Canada 0.01% Reduce -23.9% 100,095 $13.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -2.3% 98,991 $13.5M
Lombard Odier Asset Management (Europe) Ltd 1.00% Add +343.1% 97,919 $13.4M
Vanguard Investments Australia, Ltd. 0.03% Add +1.4% 97,821 $13.4M
NorthCrest Asset Manangement, LLC 0.34% Add +5.9% 108,205 $13.4M
New York State Common Retirement Fund 0.02% Reduce -6.0% 97,423 $13.4M
Prudential Financial Inc. 0.01% Reduce -0.8% 96,065 $13.2M
Ritholtz Wealth Management 0.20% Add +1.6% 95,698 $13.1M
Nisa Investment Advisors, LLC 0.04% Add +2.0% 95,225 $13.1M
Third Avenue Management LLC 2.09% Reduce -0.0% 95,111 $13.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.7% 95,055 $13.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.7% 93,990 $12.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -4.5% 93,983 $12.9M
Wealthfront Advisers LLC 0.02% Reduce -1.9% 93,736 $12.9M
State of Tennessee, Department of Treasury 0.04% Reduce -3.7% 92,644 $12.7M
Patten & Patten Inc. 0.67% Reduce -0.0% 91,881 $12.6M
Creative Planning 0.01% Add +26.0% 91,841 $12.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.37% Reduce -2.9% 89,488 $12.3M
Dana Investment Advisors, Inc. 0.32% Reduce -36.2% 88,824 $12.2M
Handelsbanken Fonder AB 0.03% Add +4.1% 88,145 $12.1M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +4156.4% 88,065 $12.1M
Edgestream Partners, L.P. 0.35% Add +14.3% 86,328 $11.8M
Aware Super Pty Ltd as trustee of Aware Super 0.17% No change 86,161 $11.8M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.2% 85,627 $11.7M
DekaBank Deutsche Girozentrale 0.02% No change 103,334 $11.7M
Nomura Asset Management Co. Ltd. 0.02% Add +6.1% 82,668 $11.3M
CIBC Bancorp USA Inc. 0.01% Add +14.2% 82,607 $11.3M
KLP Kapitalforvaltning As 0.04% Add +12.9% 82,464 $11.3M
Kinsale Capital Group, Inc. 1.50% Add +13.4% 82,420 $11.3M
Teacher Retirement System of Texas 0.03% Reduce -29.9% 81,557 $11.2M
Asset Management One Co., Ltd. 0.03% Add +0.5% 81,444 $11.2M
Truist Financial Corp. 0.01% Add +1.4% 81,284 $11.2M
State of Michigan Retirement System 0.05% Add +0.8% 78,169 $10.7M
Worldquant Millennium Advisors LLC 0.04% Reduce -29.7% 75,478 $10.4M
Focus Partners Wealth 0.01% Reduce -12.7% 74,418 $10.2M
&partners 0.04% Add +2.8% 74,112 $10.2M
Royce & Associates LP 0.08% Add +3.7% 73,703 $10.1M
Illinois Municipal Retirement Fund 0.11% Reduce -7.9% 73,592 $10.1M
Cambria Investment Management, L.P. 0.49% Reduce -10.8% 71,612 $9.8M
Sophron Capital Management L.P. 3.04% New 71,495 $9.8M
MidFirst Bank 0.69% Add +2.2% 71,124 $9.8M
Credit Agricole S A 0.02% Add +106.0% 69,840 $9.6M
Korea Investment CORP 0.02% Reduce -25.9% 69,068 $9.5M
TD Asset Management Inc 0.01% Reduce -68.0% 69,003 $9.5M
Mackenzie Financial Corp. 0.01% Reduce -49.7% 65,675 $9.0M
Danica Pension, Livsforsikringsaktieselskab 0.14% Add +6.2% 65,644 $9.0M
MML Investors Services, LLC 0.02% Add +26.0% 65,321 $9.0M
Public Employees Retirement System of Ohio 0.03% Reduce -4.4% 65,183 $8.9M
CIBC Asset Management Inc 0.02% Add +36.8% 64,894 $8.9M
Financial Strategies Group, Inc. 1.42% Add +5.0% 71,627 $8.9M
Patton Albertson Miller Group, LLC 0.88% Reduce -0.1% 64,807 $8.9M
Engineers Gate Manager LP 0.12% Add +85.3% 64,686 $8.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% Reduce -74.2% 64,281 $8.8M
ASR Vermogensbeheer N.V. 0.09% New 63,627 $8.7M
PNC Financial Services Group, Inc. 0.00% Add +15.5% 62,948 $8.6M
Foster & Motley Inc. 0.39% Reduce -5.0% 62,474 $8.6M
Fifth Third Bancorp 0.01% Add +7.4% 61,926 $8.5M
Bogart Wealth, LLC 0.29% Add +3.0% 61,459 $8.4M
Cerity Partners LLC 0.01% Add +5.4% 60,817 $8.3M
Resona Asset Management Co.,Ltd. 0.04% Reduce -10.5% 60,740 $8.3M
Xponance LLC 0.05% Reduce -1.2% 59,265 $8.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -11.6% 59,254 $8.1M
AustralianSuper Pty Ltd 0.03% Reduce -91.6% 58,765 $8.1M
Toronto Dominion Bank 0.01% Add +0.7% 58,096 $8.0M
Osaic Holdings, Inc. 0.01% Reduce -22.3% 57,012 $7.8M
Howard Capital Management, LLC 0.09% Add +5.7% 56,693 $7.8M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -28.5% 56,456 $7.7M
Arizona State Retirement System 0.04% Add +3.7% 54,931 $7.5M
CWA Asset Management Group, LLC 0.23% Add +1.0% 54,358 $7.5M
Czech National Bank 0.04% Add +3.6% 54,220 $7.4M
State of New Jersey Common Pension Fund D 0.03% No change 53,707 $7.4M
Nykredit A/S 0.03% — 53,571 $7.4M
Elk River Wealth Management LLC 1.17% Reduce -9.2% 53,417 $7.3M
Old Second National Bank of Aurora 1.37% Reduce -2.3% 52,790 $7.2M
Larson Financial Group LLC 0.19% Add +5.7% 52,569 $7.2M
Swiss Life Asset Management Ltd 0.03% Reduce -2.1% 52,440 $7.2M
Walleye Capital LLC 0.04% Reduce -75.7% 51,889 $7.1M
Waverly Advisors, LLC 0.04% Reduce -4.3% 51,668 $7.1M
Systematic Financial Management LP 0.14% Reduce -54.7% 50,649 $6.9M
RBF Capital, LLC 0.29% No change 50,000 $6.9M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -0.1% 49,935 $6.9M
Greatmark Investment Partners, Inc. 0.76% New 49,900 $6.8M
Neuberger Berman Group LLC 0.00% Add +1.2% 49,788 $6.8M
AlphaCore Capital LLC 0.13% New 49,758 $6.8M
Aquatic Capital Management LLC 0.23% New 49,461 $6.8M
Laurion Capital Management LP 0.51% Add +0.4% 49,295 $6.8M
Hudson Capital Management LLC 1.66% Add +2.9% 48,625 $6.7M
Stifel Financial Corp. 0.01% Add +43.5% 48,456 $6.6M
Blair William & Co. 0.02% Add +2.0% 48,145 $6.6M
Caprock Group, LLC 0.13% Reduce -19.5% 47,807 $6.6M
IFM Investors Pty Ltd 0.04% Reduce -3.5% 47,198 $6.5M
Jones Financial Companies LLLP 0.00% Add +67.2% 46,869 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.4% 46,778 $6.4M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +27.9% 45,882 $6.3M
Danske Bank A/S 0.01% Reduce -3.8% 45,428 $6.2M
Pathstone Holdings, LLC 0.02% Reduce -0.1% 44,492 $6.1M
Seascape Capital Management 1.45% Add +1.9% 44,218 $6.1M
HRT Financial LP 0.01% Add +130.1% 44,128 $6.1M
TD Waterhouse Canada Inc. 0.02% Reduce -12.1% 45,479 $6.0M
MetLife Investment Management, LLC 0.03% Reduce -3.1% 43,553 $6.0M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -4.9% 43,148 $5.9M
Squarepoint Ops LLC 0.01% Reduce -90.2% 42,719 $5.9M
Van Eck Associates Corp. 0.00% Reduce -14.1% 42,711 $5.9M
Sanctuary Advisors, LLC 0.03% Reduce -49.7% 42,615 $5.8M
Voya Investment Management LLC 0.01% Reduce -3.4% 42,405 $5.8M
DNB Asset Management AS 0.02% Add +8.1% 42,391 $5.8M
Montag A & Associates Inc. 0.25% Reduce -1.8% 42,265 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -6.0% 42,073 $5.8M
USS Investment Management Ltd 0.02% Add +1.0% 41,969 $5.8M
Woodline Partners LP 0.02% Add +447.7% 41,639 $5.7M
ProShare Advisors LLC 0.01% Add +6.7% 40,993 $5.6M
Retirement Systems of Alabama 0.02% Reduce -1.9% 40,017 $5.5M
Argyle Capital Management, LLC 1.58% No change 39,991 $5.5M
Oppenheimer & Co. Inc. 0.06% Reduce -1.4% 39,106 $5.4M
SEB Asset Management AB 0.02% Reduce -6.3% 39,093 $5.4M
Glenmede Trust Co. NA 0.02% Reduce -3.9% 38,778 $5.3M
Graham Capital Management, L.P. 0.21% Add +176.4% 38,700 $5.3M
Glenview Trust Co 0.07% Reduce -0.5% 38,002 $5.2M
Level Four Advisory Services, LLC 0.15% Reduce -0.0% 37,693 $5.2M
Entropy Technologies, LP 0.20% New 37,406 $5.1M
Janney Montgomery Scott LLC 0.01% New 36,797 $5.0M
Macquarie Group Ltd. 0.02% Add +13.2% 36,649 $5.0M
Commonwealth Equity Services, LLC 0.01% Add +1.7% 36,512 $5.0M
Longaeva Partners L.P. 0.14% New 36,153 $5.0M
Rockefeller Capital Management L.P. 0.01% Reduce -3.8% 35,803 $4.9M
Daiwa Securities Group Inc. 0.01% Add +4.1% 35,682 $4.9M
Numerai GP LLC 0.40% Reduce -6.1% 35,445 $4.9M
Ethic Inc. 0.06% Reduce -5.0% 35,204 $4.8M
Spartan Wealth Advisory Services LLC 0.39% Add +1.9% 34,898 $4.8M
Amalgamated Bank 0.03% Reduce -10.8% 34,434 $4.7M
Ensign Peak Advisors, Inc 0.01% Add +20.1% 33,560 $4.6M
Twin Capital Management Inc. 0.50% Reduce -0.1% 33,328 $4.6M
Tidal Investments LLC 0.01% Reduce -82.0% 32,813 $4.5M
Gotham Asset Management 0.01% Reduce -63.4% 32,561 $4.5M
IFG Advisory, LLC 0.16% New 32,472 $4.5M
Park Avenue Securities LLC 0.03% New 32,015 $4.4M
Shayne & Jacobs, LLC 1.30% Reduce -0.8% 31,942 $4.4M
Rakuten Investment Management, Inc. 0.01% Add +9.0% 31,220 $4.3M
Merit Financial Group, LLC 0.03% Add +9.2% 31,168 $4.3M
NEOS Investment Management LLC 0.02% Add +0.8% 30,998 $4.3M
Dean Investment Associates, LLC 0.55% Add +1.9% 30,610 $4.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -5.4% 30,374 $4.2M
KBC Group NV 0.01% Reduce -14.8% 30,082 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -47.1% 29,024 $4.0M
Utah Retirement Systems 0.04% Reduce -9.0% 28,715 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +6.8% 28,707 $3.9M
New York Life Investment Management LLC 0.03% Reduce -0.6% 28,491 $3.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.7% 28,138 $3.9M
Bank of Nova Scotia 0.01% Reduce -44.3% 27,675 $3.8M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -9.1% 27,419 $3.8M
BLI - Banque de Luxembourg Investments 0.13% Add +22.7% 27,000 $3.7M
River Wealth Advisors LLC 0.39% Reduce -0.5% 26,978 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.9% 26,209 $3.6M
Signal Advisors Wealth, LLC 0.19% Add +20.6% 26,183 $3.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Add +10.7% 25,890 $3.6M
Jane Street Group, LLC 0.00% Add +7.2% 24,407 $3.3M
Sequoia Financial Advisors, LLC 0.02% Add +55.8% 24,344 $3.3M
Pinnacle Associates Ltd. 0.04% Add +5.9% 24,219 $3.3M
Oregon Public Employees Retirement Fund 0.03% Add +6.8% 23,513 $3.2M
US Bancorp \de 0.00% Add +17.3% 23,452 $3.2M
Todd Asset Management LLC 0.06% No change 23,438 $3.2M
Federation des caisses Desjardins du Quebec 0.01% Add +7.0% 23,439 $3.2M
Ellis Investment Partners, LLC 0.49% Reduce -0.0% 23,312 $3.2M
Vident Advisory, LLC 0.02% Reduce -39.4% 23,289 $3.2M
Westerkirk Capital Inc. 0.31% No change 23,200 $3.2M
Evolve Private Wealth, LLC 0.19% Add +1.8% 22,774 $3.1M
Summit Trail Advisors, LLC 0.04% Add +0.1% 22,787 $3.1M
Meiji Yasuda Asset Management Co Ltd. 0.14% Reduce -3.9% 22,198 $3.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -1.2% 22,080 $3.0M
Vise Technologies, Inc. 0.03% Add +29.3% 21,970 $3.0M
OP Asset Management Ltd 0.03% Add +5.2% 21,745 $3.0M
PFA Pension, Forsikringsaktieselskab 0.01% Reduce -93.7% 21,668 $3.0M
Cresset Asset Management, LLC 0.01% Reduce -1.9% 21,587 $3.0M
Gabelli Funds LLC 0.02% No change 21,600 $3.0M
Fideuram Asset Management (Ireland) dac 0.06% Add +22929.5% 24,181 $2.9M
Jupiter Topco LLC 0.00% — 21,377 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -4.8% 21,309 $2.9M
Savant Capital, LLC 0.01% Add +70.2% 22,822 $2.9M
HighTower Advisors, LLC 0.00% Reduce -5.2% 20,741 $2.8M
Gateway Investment Advisers LLC 0.03% Add +98.4% 20,642 $2.8M
Atom Investors LP 0.25% Add +197.3% 20,621 $2.8M
Dorato Capital Management 1.90% No change 22,460 $2.8M
Himension Capital (singapore) Pte. LTD. 0.17% Reduce -52.4% 20,263 $2.8M
Hennessy Advisors Inc. 0.09% Reduce -2.9% 20,200 $2.8M
Commerce Bank 0.01% Reduce -1.8% 20,139 $2.8M
Simmons Bank 0.16% Add +22.1% 20,096 $2.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.13% No change 20,000 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -4.0% 19,616 $2.7M
Avanza Fonder AB 0.06% Add +6.4% 19,282 $2.6M
Advisory Services Network, LLC 0.03% Add +2.6% 19,162 $2.6M
River Street Advisors LLC 0.76% Add +3.3% 18,814 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -3.7% 18,665 $2.6M
Investment Management Corp of Ontario 0.03% Add +33.1% 18,617 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.9% 18,551 $2.5M
M&T Bank Corp 0.01% Add +5.3% 18,412 $2.5M
UniSuper Management Pty Ltd 0.01% Reduce -20.1% 17,680 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -27.5% 17,576 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -7.0% 17,549 $2.4M
Wright Investors Service Inc. 0.65% Reduce -1.6% 17,219 $2.4M
D. E. Shaw & Co. 0.00% Reduce -86.2% 16,716 $2.3M
Rehmann Capital Advisory Group 0.10% Add +49.2% 16,587 $2.3M
Aberdeen Group plc 0.00% Reduce -73.0% 16,423 $2.3M
Campbell & CO Investment Adviser LLC 0.12% New 16,249 $2.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 16,022 $2.2M
Altman Advisors, Inc. 0.79% Reduce -0.4% 15,969 $2.2M
Bridgewater Associates 0.01% Reduce -35.5% 15,969 $2.2M
Horizon Investments, LLC 0.02% Add +0.7% 15,585 $2.1M
Denali Advisors LLC 0.21% Add +30.4% 15,435 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -5.7% 15,368 $2.1M
Inlet Private Wealth, LLC 0.51% Reduce -0.0% 15,240 $2.1M
Dean Capital Management 0.75% No change 15,189 $2.1M
Ascent Group, LLC 0.06% Add +26.3% 15,172 $2.1M
Valley National Advisers Inc. 0.23% Reduce -1.4% 15,131 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +10.3% 15,066 $2.1M
Arax Advisory Partners 0.01% Add +154.9% 15,056 $2.1M
Venturi Wealth Management, LLC 0.08% Reduce -3.2% 15,004 $2.1M
Mizuho Securities USA LLC 0.03% Add +28.4% 14,913 $2.0M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.4% 14,806 $2.0M
Jump Financial, LLC 0.02% Add +252.8% 14,792 $2.0M
Concurrent Investment Advisors, LLC 0.02% Reduce -0.1% 14,565 $2.0M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -4.5% 14,131 $1.9M
Virtus Investment Advisers, LLC 0.45% Reduce -8.3% 14,048 $1.9M
Regions Financial Corp. 0.01% Reduce -15.6% 13,894 $1.9M
Inspire Investing, LLC 0.08% Add +11.5% 13,833 $1.9M
Huntington National Bank 0.01% Add +0.8% 13,583 $1.9M
Saudi Central Bank 0.02% Add +86.4% 13,411 $1.8M
Atria Investments, Inc 0.02% Add +5.8% 13,322 $1.8M
Beacon Pointe Advisors, LLC 0.01% Add +2.2% 13,314 $1.8M
Systematic Alpha Investments, LLC 0.05% No change 13,088 $1.8M
Group One Trading LLC 0.05% New 12,972 $1.8M
Kathmere Capital Management, LLC 0.09% Add +17.2% 12,966 $1.8M
Empirical Finance, LLC 0.07% Add +67.4% 12,899 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -8.3% 12,797 $1.8M
AE Wealth Management LLC 0.01% Add +4.6% 12,732 $1.7M
Sterling Capital Management LLC 0.03% Reduce -8.5% 12,325 $1.7M
Kentucky Retirement Systems 0.04% Reduce -56.9% 12,262 $1.7M
DAVENPORT & Co LLC 0.01% No change 12,200 $1.7M
Fidelis Capital Partners, LLC 0.10% Add +2.3% 12,194 $1.7M
OMERS ADMINISTRATION Corp 0.01% Reduce -1.8% 12,184 $1.7M
LVW Advisors, LLC 0.14% Add +38.6% 12,154 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +38.8% 12,120 $1.7M
Pinnacle Financial Partners, Inc. 0.01% Add +4.8% 12,000 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.4% 11,909 $1.6M
Norinchukin Bank, The 0.02% Add +0.1% 11,735 $1.6M
Convergence Financial, LLC 0.13% Add +114.3% 11,566 $1.6M
Palisade Capital Management, LP 0.08% Reduce -20.9% 11,442 $1.6M
Agf Management Ltd. 0.01% Add +21.2% 11,433 $1.6M
Intech Investment Management LLC 0.01% Reduce -66.5% 11,391 $1.6M
Caisse Des Depots Et Consignations 0.03% No change 11,342 $1.6M
Institute for Wealth Management, LLC. 0.14% Reduce -6.9% 11,337 $1.6M
Capital Fund Management S.A. 0.01% New 11,304 $1.6M
Nomura Holdings Inc. 0.01% Add +465.0% 11,260 $1.5M
Aspire Private Capital, LLC 0.32% Add +4.2% 11,204 $1.5M
Great Lakes Advisors, LLC 0.01% Reduce -2.9% 11,168 $1.5M
UMB Bank, n.a. 0.02% Reduce -0.4% 11,004 $1.5M
McKinney Capital Management, LLC 0.59% Add +20.0% 10,898 $1.5M
Aprio Wealth Management, LLC 0.07% Add +1.2% 10,849 $1.5M
Unison Advisors LLC 0.10% Add +0.2% 10,619 $1.5M
Integrated Advisors Network LLC 0.07% Reduce -67.9% 10,607 $1.5M
Hartford Investment Management Co. 0.04% Reduce -4.8% 10,521 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -24.1% 10,480 $1.4M
Principal Securities, Inc. 0.02% Add +14.6% 10,474 $1.4M
X-Square Capital, LLC 0.36% Reduce -0.0% 10,467 $1.4M
Townsquare Capital LLC 0.26% Reduce -2.6% 10,454 $1.4M
Convergence Investment Partners, LLC 0.13% New 10,374 $1.4M
Abn Amro Investment Solutions 0.01% Add +29.6% 10,356 $1.4M
Walleye Trading LLC 0.02% Reduce -54.5% 10,259 $1.4M
Vestmark Advisory Solutions, Inc. 0.01% Add +41.9% 10,162 $1.4M
Mediolanum International Funds Ltd 0.01% Reduce -1.6% 10,004 $1.4M
Washington Capital Management, Inc. 0.91% New 10,000 $1.4M
Maryland State Retirement & Pension System 0.02% Add +4.5% 9,956 $1.4M
Elevation Point Wealth Partners, LLC 0.03% Add +16.8% 9,798 $1.3M
Meiji Yasuda Life Insurance Co 0.04% Reduce -13.7% 9,794 $1.3M
WINTON GROUP Ltd 0.04% Add +17.8% 9,783 $1.3M
Integrity Alliance, Llc. 0.04% Add +8.2% 9,751 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.0% 9,700 $1.3M
Strong Retirement Solutions LLC 0.80% Add +15.5% 9,679 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +212.9% 9,652 $1.3M
New Mexico Educational Retirement Board 0.03% Add +4.4% 9,538 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.4% 9,336 $1.3M
Pinebridge Investments LLC 0.01% Add +92.5% 9,348 $1.3M
1900 Wealth Management LLC 0.07% Add +8.6% 9,341 $1.3M
Allworth Financial LP 0.01% Reduce -0.0% 9,196 $1.3M
Lecap Asset Management Ltd. 0.54% Add +45.9% 9,119 $1.3M
Fiduciary Family Office, LLC 0.31% Add +3.5% 9,029 $1.2M
Logan Capital Management Inc. 0.05% — 9,015 $1.2M
Magnetar Financial LLC 0.01% New 8,994 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +15.3% 8,981 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -9.7% 8,938 $1.2M
Greenfield Savings Bank 0.46% Reduce -0.9% 8,900 $1.2M
CI Investments Inc. 0.00% Reduce -0.6% 8,872 $1.2M
Strategic Investment Advisors / MI 0.07% Reduce -26.0% 8,859 $1.2M
Bessemer Group Inc. 0.00% Reduce -2.2% 8,836 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.04% Reduce -6.7% 8,768 $1.2M
William B. Walkup & Associates, Inc. 0.58% Add +5.9% 8,764 $1.2M
Cetera Trust Company, N.A 0.60% Reduce -11.1% 8,750 $1.2M
Envestnet Portfolio Solutions, Inc. 0.01% Add +9.4% 8,732 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -1.1% 8,724 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -4.6% 8,486 $1.2M
Kesler, Norman & Wride, LLC 0.18% Reduce -2.7% 8,458 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -45.5% 8,435 $1.2M
Farther Finance Advisors, LLC 0.01% Add +30.9% 8,426 $1.2M
Signaturefd, LLC 0.02% Add +3.0% 8,426 $1.2M
Atlas Capital Advisors Inc. 0.12% Reduce -0.5% 8,309 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.59% Add +10.9% 8,208 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -16.3% 8,130 $1.1M
Midland Wealth Advisors, LLC 0.05% No change 8,121 $1.1M
Twin Tree Management, LP 0.17% Add +57778.6% 8,103 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.03% Add +6.3% 8,080 $1.1M
HB Wealth Management, LLC 0.01% Add +27.2% 7,958 $1.1M
Catalyst Funds Management Pty Ltd 0.06% New 7,901 $1.1M
Fulcrum Asset Management LLP 0.11% Add +41.5% 7,817 $1.1M
NorthCoast Asset Management LLC 0.02% Reduce -0.1% 7,822 $1.1M
Vestcor Inc 0.03% No change 7,802 $1.1M
E. Ohman J:or Asset Management AB 0.02% No change 7,800 $1.1M
Centennial Bank 0.34% No change 7,794 $1.1M
AlTi Global, Inc. 0.02% Add +1.6% 7,762 $1.1M
Syon Capital LLC 0.05% Reduce -9.7% 7,766 $1.1M
Wellington Management Group LLP 0.00% Add +4.2% 7,733 $1.1M
Inscription Capital, LLC 0.09% Reduce -24.8% 7,719 $1.1M
Equitable Holdings, Inc. 0.01% Add +55.6% 7,580 $1.0M
MUFG Securities EMEA plc 0.01% Reduce -5.3% 7,456 $1.0M
HM Payson & Co. 0.01% No change 7,417 $1.0M
J. Safra Sarasin Holding AG 0.01% Add +86.8% 13,157 $1.0M
CoreCap Advisors, LLC 0.03% Add +1.1% 7,372 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Add +11.0% 7,339 $1.0M
Mgo One Seven LLC 0.02% Add +6.3% 7,288 $1.0M
Independent Advisor Alliance 0.02% Add +5.6% 7,260 $996K
Checchi Capital Advisers, LLC 0.06% Reduce -5.7% 7,259 $996K
B. Metzler seel. Sohn & Co. AG 0.01% No change 7,250 $995K
Compound Planning, Inc. 0.03% Add +15.7% 7,220 $991K
Winnacle Wealth LLC 0.67% Reduce -2.9% 7,153 $981K
Main Street Research LLC 0.05% Reduce -3.2% 7,145 $980K
Tailwinds Wealth, LLC 0.58% Add +149.8% 7,133 $979K
Morningstar Investment Management LLC 0.06% No change 8,259 $971K
Sagefield Capital LP 0.07% New 7,061 $969K
HUB Investment Partners, LLC 0.02% Add +9.5% 7,055 $968K
Athena Wealth Management, LLC 0.72% Add +1.7% 7,030 $965K
denkapparat Operations GmbH 0.31% Add +39.1% 6,892 $946K
Traub Capital Management LLC 0.84% Reduce -1.3% 6,861 $941K
Gryphon Financial Partners LLC 0.08% Add +16.8% 6,832 $937K
Crossmark Global Holdings, Inc. 0.01% Add +0.3% 6,643 $911K
Coldstream Capital Management Inc. 0.01% Add +13.8% 6,628 $909K
Eastern Bank 0.01% Reduce -94.4% 6,606 $906K
First Manhattan Co. Llc. 0.00% Reduce -63.1% 6,500 $894K
MAI Capital Management 0.00% Add +459.6% 6,436 $884K
Montgomery Investment Management Inc. 0.26% No change 6,350 $871K
Choreo, LLC 0.01% Reduce -15.0% 6,313 $868K
Everhart Financial Group, Inc. 0.06% Reduce -10.1% 6,299 $864K
Bradley Foster & Sargent Inc. 0.01% Reduce -15.8% 6,235 $856K
Blue Trust, Inc. 0.01% Add +16.9% 6,122 $840K
Premier Path Wealth Partners, LLC 0.10% Add +7.5% 6,115 $839K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.7% 6,107 $838K
V-Square Quantitative Management LLC 0.08% Add +7.5% 6,073 $833K
Johnson Investment Counsel Inc. 0.01% Add +0.4% 6,020 $826K
Van Hulzen Asset Management, LLC 0.06% Add +49.9% 6,018 $826K
Juncture Wealth Strategies, LLC 0.21% Add +195.3% 5,961 $818K
Meeder Advisory Services, Inc. 0.03% Add +18.4% 5,916 $812K
Bank of Hawaii 0.04% Reduce -8.2% 5,901 $810K
North Dakota State Investment Board 0.03% Add +2.9% 5,776 $793K
Mufg Securities Americas Inc. 0.04% Add +7.9% 5,738 $787K
Eventide Asset Management, LLC 0.01% Add +19.9% 5,597 $772K
Banque Cantonale Vaudoise 0.03% Reduce -21.1% 5,625 $772K
Ellevest, Inc. 0.09% Add +4.8% 5,644 $770K
Lido Advisors, LLC 0.00% Add +5.1% 5,594 $769K
Blackstone Inc. 0.00% New 5,490 $753K
JT Stratford LLC 0.08% Add +38.3% 5,444 $747K
Callan Family Office, LLC 0.01% Add +4.0% 5,441 $747K
Baker Avenue Asset Management, LP 0.01% Reduce -16.9% 5,440 $746K
Penserra Capital Management LLC 0.01% Reduce -1.4% 5,440 $745K
Oak Thistle LLC 0.07% New 5,408 $742K
Patron Partners, LLC 0.28% Add +0.0% 5,402 $741K
Evergreen Capital Management LLC 0.01% Add +24.4% 5,348 $735K
EntryPoint Capital, LLC 0.18% No change 5,322 $730K
Monument Capital Management 0.15% Add +0.0% 5,318 $730K
Keybank National Association 0.00% Reduce -6.5% 5,137 $705K
Freestone Capital Holdings, LLC 0.02% Add +87.7% 5,104 $700K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -1.7% 5,088 $698K
Old National Bancorp 0.01% Add +4.7% 5,078 $697K
Global Retirement Partners, LLC 0.01% — 5,067 $695K
Keebeck Wealth Management 0.07% Reduce -4.8% 5,032 $692K
Guggenheim Capital LLC 0.00% Reduce -21.0% 5,020 $689K
PEAK6 LLC 0.02% New 5,006 $687K
Norden Group LLC 0.06% Reduce -18.5% 4,909 $674K
Frec Markets, Inc. 0.06% Add +165.8% 4,883 $670K
Quadrant Capital Group LLC 0.02% Reduce -5.0% 4,871 $668K
Allstate Corp. 0.01% Reduce -76.9% 4,868 $668K
Advus Financial Partners, LLC 0.15% Add +7.9% 4,858 $667K
Brevan Howard Capital Management LP 0.01% Reduce -26.1% 4,828 $662K
Ballentine Partners, LLC 0.01% Add +25.5% 4,820 $661K
Apollon Wealth Management, LLC 0.01% Add +44.0% 4,813 $660K
Liberty Wealth Management LLC 0.08% No change 5,582 $657K
Formidable Asset Management, LLC 0.10% No change 4,785 $657K
Naviter Wealth, LLC 0.06% Add +6.9% 4,744 $652K
Snowden Capital Advisors LLC 0.02% Add +6.1% 4,737 $651K
First Eagle Investment Management, LLC 0.00% Add +56.1% 4,732 $649K
Aldebaran Financial Inc. 0.53% Reduce -0.6% 4,715 $647K
Wahed Invest LLC 0.07% Reduce -5.1% 4,697 $644K
Securian Asset Management, Inc. 0.02% Reduce -1.9% 5,100 $643K
Aster Capital Management (DIFC) Ltd 0.14% New 4,680 $642K
Osmosis Investment Management UK Ltd 0.03% Reduce -49.0% 4,638 $636K
Metis Global Partners, LLC 0.01% Reduce -15.9% 4,631 $635K
Belpointe Asset Management LLC 0.02% Reduce -17.4% 4,614 $633K
Praxis Investment Management Inc. 0.03% No change 4,530 $622K
Quantum Private Wealth, LLC 0.16% No change 4,513 $619K
GAMMA Investing LLC 0.02% Reduce -5.6% 4,505 $618K
Tema ETFs LLC 0.02% Add +10.7% 4,495 $617K
Tocqueville Asset Management L.P. 0.01% Reduce -17.5% 4,434 $608K
United Community Bank 0.19% Reduce -0.3% 4,408 $605K
Schwartz Investment Counsel Inc. 0.02% No change 4,398 $603K
Tectonic Advisors LLC 0.03% Add +0.3% 4,392 $603K
EP Wealth Advisors, LLC 0.00% Add +8.6% 4,376 $600K
Intrust Bank NA 0.04% Reduce -30.2% 4,317 $592K
Prudential PLC 0.00% No change 4,316 $592K
Canada Post Corp Registered Pension Plan 0.02% No change 4,223 $579K
Sagespring Wealth Partners, LLC 0.01% Add +2.3% 4,212 $578K
King Luther Capital Management Corp. 0.00% Reduce -1.4% 4,184 $574K
Foundations Investment Advisors, LLC 0.01% Add +26.9% 4,178 $573K
Aaron Wealth Advisors LLC 0.03% Add +6.7% 4,151 $570K
Versant Capital Management, Inc 0.05% Reduce -25.4% 4,139 $568K
Drucker Wealth 3.0, LLC 0.09% Reduce -3.6% 4,111 $564K
D'Orazio & Associates, Inc. 0.07% Reduce -6.1% 4,100 $563K
Allium Financial Advisors, LLC 0.37% Reduce -0.2% 4,096 $562K
M.E. Allison & Co., Inc. 0.32% No change 4,074 $559K
Pitcairn Wealth Advisors LLC 0.06% Reduce -18.1% 4,069 $558K
Waterloo Capital, L.P. 0.03% Add +16.1% 4,062 $557K
Cooper Financial Group 0.05% Reduce -33.3% 4,055 $556K
Corient IA LP 0.51% No change 4,040 $554K
Burney Co./ 0.01% Reduce -15.7% 4,000 $549K
Yorktown Management & Research Co Inc 0.34% No change 4,000 $549K
Anchor Investment Management, LLC 0.04% Reduce -25.5% 3,984 $547K
Quantitative Investment Management, LLC 0.06% New 3,975 $545K
AdvisorShares Investments LLC 0.07% No change 3,972 $545K
TD Private Client Wealth LLC 0.01% Add +39.8% 3,961 $543K
Chicago Partners Investment Group LLC 0.01% Reduce -20.9% 4,358 $543K
Legal Advantage Investments, Inc. 0.19% No change 3,920 $538K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.1% 3,866 $530K
Parallel Advisors, LLC 0.01% Reduce -3.6% 3,843 $527K
Siemens Fonds Invest GmbH 0.03% No change 3,837 $526K
Pallas Capital Advisors LLC 0.02% Add +30.8% 3,788 $520K
Hantz Financial Services, Inc. 0.01% Reduce -1.5% 3,782 $519K
Capital Investment Advisors, LLC 0.01% Add +2.3% 3,770 $517K
Harbor Capital Advisors, Inc. 0.03% Add +0.1% 3,734 $512K
Crestwood Advisors Group, LLC 0.01% Reduce -37.1% 3,730 $512K
Community Bank & Trust, Waco, Texas 0.09% No change 3,723 $511K
Columbia Bank 0.11% Reduce -8.3% 3,719 $510K
Lanark Financial, Inc. 0.03% Reduce -1.1% 3,706 $509K
CX Institutional 0.01% Add +19.6% 3,698 $507K
Prosperity Consulting Group, LLC 0.02% New 3,680 $505K
Kingswood Wealth Advisors, LLC 0.02% Add +4.6% 3,649 $501K
Colonial River Investments, LLC 0.14% Reduce -16.8% 3,646 $500K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.0% 3,642 $500K
VestGen Advisors, LLC 0.01% Add +7.4% 3,636 $499K
Whalen Wealth Management Inc. 0.22% Reduce -74.4% 3,612 $496K
CreativeOne Wealth, LLC 0.01% Reduce -74.0% 3,578 $491K
Glen Eagle Advisors, LLC 0.06% Reduce -0.0% 3,560 $488K
Applied Finance Capital Management, LLC 0.04% Reduce -40.6% 3,560 $488K
IMC-Chicago, LLC 0.00% New 3,558 $488K
Wedmont Private Capital 0.01% Add +18.7% 3,904 $487K
RFG Advisory, LLC 0.01% Reduce -66.6% 3,550 $487K
Panagora Asset Management Inc. 0.00% No change 3,523 $483K
Planned Solutions, Inc. 0.14% Reduce -5.4% 3,502 $481K
Accurate Wealth Management, LLC 0.05% Add +16.6% 3,811 $475K
Clark Asset Management, LLC 0.04% Reduce -0.1% 3,460 $475K
Raleigh Capital Management Inc. 0.15% Reduce -2.2% 3,454 $474K
GeoWealth Management, LLC 0.01% Add +8.9% 3,405 $467K
Baader Bank Aktiengesellschaft 0.04% Add +5.8% 3,396 $466K
Rooted Wealth Advisors, Inc. 0.11% Add +12.5% 3,382 $464K
Roberts Glore & Co. Inc. 0.11% New 3,359 $461K
Intrua Financial, LLC 0.04% New 3,347 $459K
Eads & Heald Wealth Management 0.22% Add +2.9% 3,337 $458K
Peapack Gladstone Financial Corp. 0.01% Reduce -11.3% 3,327 $456K
Kestra Investment Management, LLC 0.01% Reduce -28.8% 3,313 $455K
Xxi Wealth, LLC 0.21% Reduce -2.6% 3,275 $449K
CENTRAL TRUST Co 0.01% Reduce -0.8% 3,250 $446K
Certuity, LLC 0.02% Reduce -16.1% 3,220 $442K
Generali Asset Management SPA SGR 0.01% Reduce -67.6% 3,217 $441K
Caxton Associates LLP 0.01% Reduce -22.9% 3,210 $440K
TCW Group Inc. 0.00% Reduce -0.6% 3,199 $439K
Clearstead Advisors, LLC 0.00% Reduce -80.4% 3,177 $436K
Cidel Asset Management Inc. 0.02% Add +5.1% 3,154 $433K
Transcend Capital Advisors, LLC 0.03% Add +14.3% 3,146 $432K
Summit Financial, LLC 0.00% Add +75.1% 3,119 $428K
Midwest Trust Co 0.00% Reduce -3.4% 3,098 $425K
Richard W. Paul & Associates, LLC 0.13% Reduce -2.1% 3,077 $422K
J.W. Cole Advisors, Inc. 0.01% New 3,067 $421K
71 West Capital Partners 0.01% Add +40.6% 3,056 $419K
Smith Salley Wealth Management 0.02% No change 3,042 $417K
Allianz SE 0.00% No change 3,040 $417K
Moors & Cabot, Inc. 0.02% No change 3,037 $417K
World Investment Advisors 0.01% Reduce -10.8% 3,488 $416K
Kera Capital Partners, Inc. 0.04% Reduce -25.9% 3,015 $414K
Private Advisor Group, LLC 0.00% Reduce -65.6% 3,007 $413K
Axxcess Wealth Management, LLC 0.01% New 3,003 $412K
Plato Investment Management Ltd 0.02% No change 2,991 $408K
Candriam S.C.A. 0.00% Reduce -95.5% 2,971 $407K
First Horizon Corp. 0.02% Reduce -6.1% 2,965 $407K
Kestra Private Wealth Services, LLC 0.00% Reduce -62.7% 2,952 $405K
Citizens Financial Group Inc. 0.00% New 2,940 $404K
Inceptionr LLC 0.10% New 2,942 $404K
Florida Financial Advisors, LLC 0.07% Reduce -0.7% 2,940 $404K
Menard Financial Group LLC 0.22% Reduce -8.1% 2,937 $403K
Ostrum Asset Management 0.02% Add +30.6% 2,930 $402K
Nautilus Advisors LLC 0.23% No change 3,195 $399K
Cullen/Frost Bankers, Inc. 0.00% Add +4.5% 2,904 $398K
Portside Wealth Group, LLC 0.05% Reduce -0.5% 2,876 $395K
Bingham Private Wealth, LLC 0.27% Add +4.6% 2,860 $392K
Exchange Traded Concepts, LLC 0.00% Add +1.1% 2,846 $391K
Advisors Capital Management, LLC 0.00% Reduce -1.2% 2,842 $390K
TFB Advisors LLC 0.17% Reduce -7.1% 2,826 $388K
Quent Capital, LLC 0.02% Reduce -2.3% 2,800 $384K
World Equity Group, Inc. 0.09% New 2,789 $383K
Argent Trust Co 0.01% Reduce -0.3% 2,763 $379K
Riversedge Advisors, LLC 0.05% Reduce -10.8% 2,658 $365K
First Business Financial Services, Inc. 0.03% Add +0.8% 2,626 $360K
Westwood Holdings Group Inc. 0.00% New 2,608 $358K
IFP Advisors, Inc 0.01% Reduce -44.4% 2,599 $357K
COFG Advisors, LLC 0.06% Reduce -2.8% 2,581 $354K
Sanchez Gaunt Capital Management, LLC 0.20% Reduce -10.0% 2,575 $353K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -85.0% 2,574 $353K
Clearbridge Investments, LLC 0.00% Reduce -8.1% 2,574 $353K
Diversified Enterprises, LLC 0.02% Reduce -2.8% 2,571 $353K
Wealthcare Advisory Partners LLC 0.01% No change 2,554 $350K
Horizon Advisory Services, Inc. 0.15% Reduce -4.3% 2,542 $349K
Savvy Advisors, Inc. 0.01% Reduce -2.1% 2,542 $349K
Baron Wealth Management LLC 0.09% Reduce -21.2% 2,522 $346K
Renasant Bank 0.22% Reduce -2.5% 2,520 $346K
Ossiam 0.00% New 2,507 $344K
OneDigital Investment Advisors LLC 0.00% Add +6.4% 2,499 $343K
MQS Management LLC 0.42% New 2,486 $341K
SC&H Financial Advisors, Inc. 0.05% No change 2,480 $340K
Burford Brothers, Inc. 0.12% Reduce -0.1% 2,460 $337K
Tower Research Capital LLC (TRC) 0.01% Add +66.4% 2,455 $337K
Diversified Trust Co. 0.01% Reduce -2.4% 2,452 $336K
Greenleaf Trust 0.00% Reduce -9.0% 2,446 $336K
Fiduciary Trust Co 0.00% Reduce -22.0% 2,442 $335K
Fieldview Capital Management, LLC 0.10% New 2,433 $334K
Manchester Capital Management LLC 0.04% No change 2,427 $333K
Profund Advisors LLC 0.01% Reduce -0.1% 2,408 $330K
Second Line Capital, LLC 0.06% Reduce -2.4% 2,395 $329K
B. Riley Wealth Advisors, Inc. 0.02% Add +26.2% 2,321 $320K
Fiduciary Alliance LLC 0.02% Reduce -0.2% 2,314 $318K
S-Bank Fund Management Ltd 0.04% New 2,313 $317K
Leavell Investment Management, Inc. 0.01% Reduce -10.7% 2,249 $309K
Providence Capital Advisors, LLC 0.05% No change 2,241 $307K
Third View Private Wealth, LLC 0.04% Add +29.5% 2,239 $307K
Capital Analysts, LLC 0.01% Reduce -2.5% 2,232 $306K
Ignite Planners, LLC 0.04% Add +3.5% 2,225 $306K
Perigon Wealth Management, LLC 0.00% Add +3.0% 2,221 $305K
Trust Asset Management LLC 0.02% Reduce -4.8% 2,183 $300K
Mystic Asset Management, Inc. 0.06% Reduce -45.0% 2,173 $298K
Wayfinding Financial, LLC 0.11% Add +1.2% 2,174 $298K
Meridian Wealth Management, LLC 0.01% Add +0.2% 2,166 $297K
Dynamic Advisor Solutions LLC 0.01% Reduce -43.3% 2,156 $296K
Brighton Jones LLC 0.01% Add +5.1% 2,153 $295K
Washington Trust Bank 0.02% Reduce -14.5% 2,137 $293K
Red Door Wealth Management, LLC 0.03% Add +0.1% 2,133 $293K
R Squared Ltd 0.15% New 2,130 $292K
AMG National Trust Bank 0.01% No change 2,121 $291K
Smartleaf Asset Management LLC 0.01% No change 2,109 $291K
Apella Capital, LLC 0.00% Add +2.1% 2,228 $289K
Alps Advisors Inc. 0.00% New 2,106 $289K
Modern Wealth Management, LLC 0.00% Reduce -32.2% 2,089 $287K
Opal Wealth Advisors, LLC 0.06% Reduce -1.3% 2,087 $286K
Omnia Family Wealth, LLC 0.08% No change 2,074 $285K
Centaurus Financial, Inc. 0.01% Reduce -3.5% 2,078 $285K
GC Wealth Management RIA, LLC 0.02% Reduce -17.2% 2,074 $285K
Cornerstone Wealth Group, LLC 0.02% Reduce -10.6% 2,073 $284K
Nilsine Partners, LLC 0.02% Add +12.9% 2,053 $282K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -20.6% 2,047 $281K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.8% 2,044 $280K
Clark Capital Management Group, Inc. 0.00% Reduce -9.9% 2,035 $279K
Soltis Investment Advisors LLC 0.02% New 2,033 $279K
Ieq Capital, LLC 0.00% Reduce -0.8% 2,015 $276K
Personal Cfo Solutions, LLC 0.04% Reduce -21.3% 2,008 $276K
Spectrum Investment Advisors, Inc. 0.11% Add +0.1% 2,003 $275K
Abel Hall, LLC 0.05% New 2,003 $275K
Optas, LLC 0.04% Reduce -50.8% 2,002 $275K
Everett Harris & Co. 0.00% Reduce -20.0% 2,000 $274K
Inspire Advisors, LLC 0.02% New 2,004 $273K
AlphaGrep UK Ltd 0.08% Reduce -65.1% 1,983 $272K
Strive Financial Group ,LLC 0.12% Add +392.5% 1,965 $270K
Franchise GP Ltd 0.12% No change 1,960 $269K
Dockside LLC 0.06% — 1,960 $269K
Harbour Investments, Inc. 0.00% Reduce -5.8% 1,957 $269K
Stratos Wealth Advisors, LLC 0.01% No change 1,947 $267K
Phoenix Financial Ltd. 0.00% Reduce -28.3% 1,907 $262K
Boothbay Fund Management, LLC 0.01% Reduce -60.3% 1,893 $260K
Hancock Whitney Corp. 0.00% Reduce -4.3% 1,890 $259K
Harbor Asset Planning, Inc. 0.19% No change 1,886 $259K
Stephens Inc. 0.00% Reduce -1.5% 1,866 $256K
NewEdge Wealth, LLC 0.00% Reduce -1.0% 1,864 $256K
Advyzon Investment Management, LLC 0.02% New 1,859 $255K
Symmetry Partners, LLC 0.01% Add +0.5% 1,857 $255K
Cigna Investments Inc. 0.03% No change 1,840 $252K
HBK Sorce Advisory LLC 0.00% Reduce -9.7% 1,888 $251K
Stonehaven Wealth & Tax Solutions, LLC 0.20% Reduce -10.4% 1,815 $249K
Oslo Pensjonsforsikring AS 0.03% No change 1,810 $248K
Peterson Wealth Services 0.05% Add +0.1% 1,793 $246K
Trail Ridge Investment Advisors, LLC 0.10% Reduce -89.3% 1,793 $246K
Sagewood Asset Management LP 0.05% Reduce -22.8% 1,769 $243K
Gsa Capital Partners LLP 0.02% Reduce -77.0% 1,764 $242K
Moody Aldrich Partners LLC 0.04% New 1,759 $241K
Mather Group, Llc. 0.00% Reduce -1.8% 1,757 $241K
Vantus Wealth LLC 0.13% — 1,723 $236K
Fisher Asset Management 0.00% Reduce -5.4% 1,706 $234K
Fortem Financial Group, LLC 0.05% Reduce -10.5% 1,700 $233K
South Street Advisors LLC 0.03% New 1,700 $233K
Naples Global Advisors, LLC 0.01% New 1,691 $232K
Badgley Phelps Wealth Managers, LLC 0.00% New 1,676 $230K
Fielder Capital Group LLC 0.05% Reduce -5.3% 1,670 $229K
Marietta Wealth Management, LLC 0.02% New 1,662 $228K
Summitry LLC 0.01% Reduce -41.2% 1,653 $227K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.1% 1,652 $227K
KMG Fiduciary Partners, LLC 0.02% Reduce -37.6% 1,651 $227K
Patten Group, Inc. 0.04% Reduce -31.2% 1,646 $226K
Wealth Enhancement Trust Services, Inc. 0.03% Reduce -0.1% 1,637 $225K
Frank, Rimerman Advisors LLC 0.01% New 1,624 $223K
Coppell Advisory Solutions LLC 0.02% New 47 $222K
Marble Wealth, LLC 0.03% New 1,606 $220K
Key Financial Inc 0.04% No change 1,604 $220K
Resonant Capital Advisors, LLC 0.01% New 1,599 $220K
TrustBank 0.07% New 1,600 $220K
Kingsview Wealth Management, LLC 0.00% Reduce -21.4% 1,598 $219K
Cogent Private Wealth, Inc. 0.14% New 1,581 $217K
SmartHarvest Portfolios, LLC 0.07% New 1,578 $217K
Waystone Advisors LLC 0.16% New 1,572 $216K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% Reduce -24.4% 1,566 $215K
Evolution Wealth Advisors, LLC 0.03% New 1,563 $214K
Paragon Capital Management Ltd 0.04% New 1,560 $214K
Simplicity Wealth,LLC 0.01% New 1,550 $213K
Bokf, NA 0.00% Add +10.4% 1,548 $212K
Saiph Capital, LLC 0.06% New 1,542 $212K
Roman Butler Fullerton & Co. 0.05% Reduce -4.2% 1,702 $211K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -15.9% 1,511 $207K
GW Henssler & Associates Ltd. 0.01% New 1,510 $207K
Accredited Investors Inc. 0.01% New 1,500 $206K
McGlone Suttner Wealth Management, Inc. 0.02% New 1,496 $205K
First Western Trust Bank 0.01% New 1,492 $205K
Avestar Capital, LLC 0.01% New 1,489 $205K
Quantum Financial Advisors, LLC 0.02% New 1,485 $204K
Pine Valley Investments Ltd Liability Co 0.01% New 1,484 $204K
Prime Capital Investment Advisors, LLC 0.00% Reduce -31.2% 1,481 $203K
Angeles Wealth Management, LLC 0.01% New 1,476 $203K
OpenArc Corporate Advisory, LLC 0.00% New 1,461 $200K
Commerzbank Aktiengesellschaft 0.00% New 1,459 $200K
LifeSteps Financial, Inc. 0.09% New 1,447 $199K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.3% 1,423 $195K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,500 $195K
Paradigm Asset Management Co. LLC 0.04% Reduce -56.7% 1,300 $178K
Westpac Banking Corp. 0.01% Reduce -48.9% 1,284 $176K
Wellington-Altus USA Inc. 0.13% No change 1,495 $176K
Smithfield Trust Co 0.01% Reduce -32.4% 1,265 $174K
Prosperity Bancshares Inc 0.11% Add +2.4% 1,224 $168K
Transamerica Financial Advisors, LLC 0.01% Add +9.9% 1,205 $166K
Wilkerson Advisory Group LLC 0.05% Add +18.7% 1,167 $160K
Munich Reinsurance Co Stock Corp in Munich 0.00% New 1,152 $158K
EverSource Wealth Advisors, LLC 0.01% Reduce -37.1% 1,116 $153K
State of Wyoming 0.02% Reduce -67.0% 1,085 $149K
Cohen & Steers, Inc. 0.00% Reduce -27.3% 1,063 $146K
Millstone Evans Group, LLC 0.08% No change 1,058 $145K
Bartlett & Co. Wealth Management LLC 0.00% Add +61.8% 1,053 $145K
Essential Partners LLC 0.07% Add +6.8% 1,037 $142K
Wilmington Savings Fund Society, FSB 0.00% Reduce -22.7% 1,021 $140K
Basecamp Wealth Advisors LLC 0.03% No change 1,020 $140K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,001 $139K
Parkside Financial Bank & Trust 0.01% Add +4.1% 989 $136K
Leonteq Securities AG 0.01% Reduce -58.5% 975 $134K
Loomis Sayles & Co. L P 0.00% Reduce -18.4% 895 $123K
Deseret Mutual Benefit Administrators 0.04% Reduce -7.0% 867 $119K
Los Angeles Capital Management LLC 0.00% Reduce -25.3% 867 $119K
Bay Harbor Wealth Management, LLC 0.03% Add +0.2% 860 $118K
Federated Hermes, Inc. 0.00% Reduce -82.1% 851 $117K
CVA Family Office, LLC 0.01% Add +4.4% 834 $114K
Adirondack Trust Co. 0.03% No change 815 $112K
Colonial Trust Co / SC 0.01% Reduce -63.5% 784 $108K
Rothschild Investment LLC 0.00% Add +8.2% 764 $105K
REAP Financial Group, LLC 0.02% Add +1.2% 733 $101K
General Partner, Inc. 0.05% No change 718 $99K
Raiffeisen Bank International AG 0.00% Reduce -16.4% 711 $98K
CNB Bank 0.04% Reduce -12.7% 710 $97K
Harvest Fund Management Co., Ltd 0.00% No change 687 $94K
Cassaday & Co Wealth Management LLC 0.00% No change 656 $90K
Measured Wealth Private Client Group, LLC 0.02% No change 653 $90K
Tounjian Advisory Partners, LLC 0.04% New 652 $89K
Keating Financial Advisory Services, Inc. 0.01% Add +5.0% 645 $89K
Peoples Financial Services Corp. 0.04% No change 638 $88K
Johnson Financial Group, Inc. 0.00% No change 635 $87K
Continuum Advisory, LLC 0.01% New 616 $85K
Cromwell Holdings LLC 0.04% Add +2.9% 601 $83K
Private Trust Co. NA 0.01% Reduce -20.5% 594 $82K
StrongBox Wealth, LLC 0.02% New 570 $78K
Buck Wealth Strategies, LLC 0.01% New 565 $78K
Steigerwald, Gordon & Koch Inc. 0.01% No change 563 $77K
Cornerstone Planning Group LLC 0.01% Reduce -0.5% 588 $74K
Compass Financial Management LLC 0.01% — 535 $73K
Grove Bank & Trust 0.01% Reduce -35.6% 526 $72K
CYBER HORNET ETFs LLC 0.04% Reduce -2.8% 519 $71K
AdvisorNet Financial, Inc 0.00% No change 507 $70K
First Command Advisory Services, Inc. 0.00% Add +197.7% 506 $70K
Signature Equity Partners, LLC 0.03% Add +10.6% 501 $69K
Plante Moran Financial Advisors, LLC 0.00% No change 500 $69K
International Assets Investment Management, LLC 0.00% Add +92.2% 494 $65K
Capital Advisors, Ltd. LLC 0.01% No change 468 $64K
Oakworth Capital, Inc. 0.00% No change 465 $64K
Covestor Ltd 0.04% Reduce -18.3% 460 $63K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.5% 459 $63K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.02% No change 444 $61K
Quantum Portfolio Management LLC 0.02% New 440 $60K
Longview Financial Advisors LLC 0.03% No change 426 $58K
Ancora Advisors LLC 0.00% Reduce -36.5% 400 $55K
Salem Investment Counselors Inc. 0.00% No change 395 $54K
Vanguard National Trust Co 0.00% No change 385 $53K
Park Place Capital Corp 0.01% Add +5.0% 376 $52K
Kelleher Financial Advisors 0.01% New 365 $50K
Beacon Financial Strategies CORP 0.02% No change 340 $47K
DT Investment Partners, LLC 0.00% No change 334 $46K
Rexford Capital Inc. 0.03% No change 330 $45K
Uniplan Investment Counsel, Inc. 0.00% New 329 $45K
High Point Wealth Management, LLC 0.04% Add +0.3% 322 $44K
Sarver Vrooman Wealth Advisors 0.03% Reduce -3.3% 327 $43K
McDonald Partners LLC 0.01% New 310 $43K
Rossby Financial, LCC 0.01% Reduce -4.7% 302 $41K
Sfam, LLC 0.03% Reduce -25.0% 300 $41K
Atlantic Union Bankshares Corp 0.00% No change 300 $41K
Oakmont Advisory Group, LLC 0.03% Reduce -88.8% 283 $39K
Strategic Wealth Partners, Ltd. 0.00% No change 275 $38K
Whittier Trust Co. 0.00% Add +2.5% 287 $38K
HHM Wealth Advisors, LLC 0.00% No change 274 $38K
Private Wealth Management Group, LLC 0.01% No change 271 $37K
WealthCollab, LLC 0.01% No change 269 $37K
JFS Wealth Advisors, LLC 0.00% Add +0.8% 268 $37K
Rachor Investment Advisory Services, LLC 0.02% Add +0.4% 267 $37K
Silver Grove Financial Group, Inc. 0.02% New 266 $37K
Financial Perspectives, Inc 0.01% No change 250 $34K
NFSG Corp 0.00% No change 250 $34K
United Financial Planning Group LLC 0.02% No change 249 $34K
True Wealth Design, LLC 0.01% Reduce -17.9% 248 $34K
Fiduciary Financial Advisors 0.00% New 249 $34K
Security National Bank 0.00% No change 243 $33K
Owl Creek Wealth Partners LLC 0.01% Add +4.4% 236 $32K
LRI Investments, LLC 0.00% Reduce -68.1% 233 $32K
Fortitude Family Office, LLC 0.01% Reduce -6.1% 232 $32K
Synergy Investment Management, LLC 0.01% Add +64.3% 230 $31K
Quarry LP 0.01% Add +89.2% 227 $31K
Hager Investment Management Services, LLC 0.01% No change 225 $31K
Country Trust Bank 0.00% Reduce -5.2% 218 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $29K
Cedar Mountain Advisors, LLC 0.01% No change 210 $29K
Community Bank, N.A. 0.00% No change 210 $29K
Caitlin John, LLC 0.02% No change 205 $28K
Costello Asset Management, INC 0.01% No change 200 $27K
Entrust Financial LLC 0.02% Add +56.7% 199 $27K
University of Texas/Texas Am Investment Management Co. 0.00% No change 193 $27K
Bell Investment Advisors, Inc 0.00% Reduce -2.1% 182 $25K
Lloyd Advisory Services, LLC. 0.01% Add +847.4% 180 $25K
WPG Advisers, LLC 0.01% No change 173 $24K
Colonial Trust Advisors 0.00% New 171 $23K
Washington Trust Advisors, Inc. 0.00% Add +37.0% 163 $22K
Zions Bancorporation, National Association 0.00% Add +10.1% 163 $22K
Tsfg, LLC 0.00% Add +8.9% 159 $22K
Valued Wealth Advisors LLC 0.01% Add +11.9% 160 $22K
Evelyn Partners Group Ltd 0.00% — 154 $21K
Torren Management, LLC 0.01% Add +2.0% 152 $21K
Byrne Asset Management LLC 0.01% No change 150 $21K
Arlington Trust Co LLC 0.00% No change 139 $19K
Golden State Wealth Management, LLC 0.00% Reduce -51.4% 138 $19K
GW&K Investment Management, LLC 0.00% Reduce -3.0% 131 $18K
Quest 10 Wealth Builders, Inc. 0.01% No change 130 $18K
Richardson Financial Services Inc. 0.01% No change 130 $18K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.8% 127 $17K
Strengthening Families & Communities, LLC 0.00% Add +0.8% 127 $17K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4.1% 126 $17K
SJS Investment Consulting Inc. 0.00% Add +43.2% 126 $17K
Morse Asset Management, Inc 0.00% No change 125 $17K
CDKV Holdings LLC 0.01% No change 121 $17K
Crews Bank & Trust 0.00% No change 120 $16K
Physician Wealth Advisors, Inc. 0.00% Reduce -26.1% 119 $16K
Creative Financial Designs Inc. 0.00% Reduce -25.9% 117 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 113 $16K
N.E.W. Advisory Services LLC 0.00% Reduce -25.3% 112 $15K
JPL Wealth Management, LLC 0.00% Reduce -3.5% 111 $15K
Meeder Asset Management Inc. 0.00% Reduce -94.7% 110 $15K
Trust Co. of Vermont 0.00% — 110 $15K
Highline Wealth Partners LLC 0.00% Add +285.7% 108 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 106 $15K
Avion Wealth 0.00% Add +28.6% 108 $14K
1015 Capital Partners, LLC 0.01% Reduce -1.0% 102 $14K
Proffitt & Goodson Inc. 0.00% No change 101 $14K
Stance Capital LLC 0.00% Add +9900.0% 100 $14K
Financial Management Professionals, Inc. 0.00% Add +11.1% 100 $14K
Manning & Napier Advisors LLC 0.00% Reduce -12.8% 95 $13K
Clearstead Trust, LLC 0.00% Reduce -13.9% 93 $13K
Aspect Partners, LLC 0.00% Reduce -14.7% 87 $12K
PlanVest Financial, Inc 0.01% Add +1.2% 86 $12K
West Paces Advisors Inc. 0.00% New 83 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 80 $11K
Atwood & Palmer Inc. 0.00% Reduce -6.0% 79 $11K
S&T Bank 0.00% Add +1.3% 78 $11K
SouthState Bank Corp 0.00% Add +129.4% 78 $11K
Ameriflex Group, Inc. 0.00% Add +1183.3% 77 $11K
Darwin Wealth Management, LLC 0.00% Reduce -53.1% 76 $10K
Fourth Dimension Wealth, LLC 0.00% New 74 $10K
Ares Financial Consulting, LLC 0.01% No change 72 $10K
Cornerstone Financial Management LLC 0.01% Add +50.0% 69 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 69 $9K
Addison Advisors LLC 0.00% Reduce -54.7% 68 $9K
Westfuller Advisors, LLC 0.00% Reduce -5.6% 68 $9K
MV Capital Management, Inc. 0.00% Reduce -1.5% 67 $9K
Westside Investment Management, Inc. 0.00% No change 67 $9K
High Note Wealth, LLC 0.00% Reduce -12.0% 66 $9K
Crewe Advisors LLC 0.00% Add +85.7% 65 $9K
Rakuten Securities, Inc. 0.00% Add +5.0% 63 $9K
IMA Advisory Services, Inc. 0.00% Add +39.5% 60 $8K
Financial Consulate, Inc. 0.00% Add +5.3% 60 $8K
Hollencrest Capital Management 0.00% No change 60 $8K
Frazier Financial Advisors, LLC 0.00% Reduce -19.2% 59 $8K
KERR FINANCIAL PLANNING Corp 0.01% No change 59 $8K
Forum Finance Group S.A. 0.00% No change 70 $8K
Pinnacle Bancorp, Inc. 0.00% No change 55 $8K
Concord Wealth Partners 0.00% New 52 $7K
Kemnay Advisory Services Inc. 0.00% Reduce -35.1% 50 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 49 $7K
SBI Securities Co., Ltd. 0.00% Add +15.0% 46 $6K
Prestige Wealth Management Group LLC 0.00% No change 44 $6K
Rialto Wealth Management, LLC 0.00% Add +46.7% 44 $6K
Summit Securities Group LLC 0.00% Reduce -91.9% 44 $6K
Burk Holdings LLC 0.00% No change 42 $6K
Creative Capital Management Investments LLC 0.00% New 42 $6K
Elevation Wealth Partners, LLC 0.00% Add +105.0% 41 $6K
Gleason Group, Inc. 0.00% No change 40 $6K
Stone House Investment Management, LLC 0.00% Reduce -31.0% 40 $5K
Nemes Rush Group LLC 0.00% No change 40 $5K
Kozak & Associates, Inc. 0.00% No change 41 $5K
New Age Alpha Advisors, LLC 0.00% Reduce -78.9% 37 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 40 $5K
IMG Wealth Management, Inc. 0.00% Add +44.0% 36 $5K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 34 $5K
Private Wealth Asset Management, LLC 0.00% No change 32 $4K
Heritage Wealth Advisors 0.00% No change 32 $4K
Spire Wealth Management 0.00% Reduce -93.4% 26 $4K
Hughes Financial Services, LLC 0.00% Add +44.4% 26 $4K
Gilpin Wealth Management, LLC 0.00% No change 25 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -73.7% 25 $3K
Geneos Wealth Management Inc. 0.00% Reduce -11.1% 24 $3K
SHP Wealth Management 0.00% Reduce -11.1% 24 $3K
Allied Private Wealth LLC 0.00% — 25 $3K
Dogwood Wealth Management LLC 0.00% Reduce -73.5% 22 $3K
Armstrong Advisory Group, Inc. 0.00% Reduce -65.1% 22 $3K
GHP Investment Advisors, Inc. 0.00% No change 22 $3K
Ascentis Independent Advisors 0.01% Reduce -99.4% 22 $3K
HFM Investment Advisors, LLC 0.00% Add +90.9% 21 $3K
Asset Dedication, LLC 0.00% No change 21 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -4.5% 21 $3K
McMillan Office, Inc. 0.00% No change 21 $3K
Bruce G. Allen Investments, LLC 0.00% No change 20 $3K
J.Safra Asset Management Corp 0.00% No change 20 $3K
IAG Wealth Partners, LLC 0.00% No change 20 $3K
Triumph Capital Management 0.00% Reduce -5.0% 19 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 22 $3K
Park Square Financial Group, LLC 0.02% Reduce -48.6% 18 $2K
Kilter Group LLC 0.00% Add +5.9% 18 $2K
Whipplewood Advisors, LLC 0.00% Reduce -88.0% 17 $2K
Retirement Wealth Solutions LLC 0.00% Add +325.0% 17 $2K
Dunhill Financial, LLC 0.00% Add +6.7% 16 $2K
Evolution Wealth Management Inc. 0.00% New 16 $2K
Mosley Wealth Management 0.00% New 16 $2K
TFC Financial Management, Inc. 0.00% Add +87.5% 15 $2K
American Capital Advisory, LLC 0.00% Reduce -12.5% 14 $2K
Silicon Valley Capital Partners 0.00% No change 13 $2K
Activest Wealth Management 0.00% Reduce -79.0% 12 $2K
BankPlus Trust Department 0.00% No change 11 $2K
Alphadyne Asset Management LP 0.00% New 11 $2K
Marquette Asset Management, LLC 0.00% New 10 $1K
Planning Strategies Inc. 0.00% — 10 $1K
Davis Capital Management 0.00% Add +150.0% 10 $1K
Hilton Head Capital Partners, LLC 0.00% New 10 $1K
Downshift Financial, LLC 0.00% New 8 $1K
Raffa Wealth Management, LLC 0.00% Add +14.3% 8 $1K
DecisionPoint Financial, LLC 0.00% Add +300.0% 8 $1K
Navigoe, LLC 0.00% New 9 $1K
Kingdom Financial Group LLC. 0.00% Reduce -68.4% 6 $833
Seneschal Advisors, LLC 0.00% No change 6 $824
Abound Wealth Management 0.00% Reduce -91.4% 6 $824
JNBA Financial Advisors 0.00% New 6 $824
Phillip James Consulting Co. 0.00% No change 6 $823
Meramec Financial Planners, LLC 0.00% New 6 $784
Halbert Hargrove Global Advisors, LLC 0.00% New 5 $713
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $688
Aventura Private Wealth, LLC 0.00% No change 5 $686
Nvwm, LLC 0.00% No change 5 $686
North Star Investment Management Corp. 0.00% Reduce -79.2% 5 $686
Networth Advisors, LLC 0.00% No change 4 $549
Morton Brown Family Wealth, LLC 0.00% New 4 $549
Motco 0.00% New 4 $549
ROSS\JOHNSON & Associates LLC 0.01% Add +50.0% 3 $412
3 Factor Indexing, LLC 0.00% No change 3 $412
Tidemark, LLC 0.00% Reduce -50.0% 3 $412
Redwood Park Advisors LLC 0.00% No change 2 $275
Clark Wealth Partners 0.00% No change 2 $275
Quaker Wealth Management, LLC 0.00% Reduce -77.8% 2 $275
Maryland Capital Advisors Inc. 0.00% — 2 $275
WestEnd Advisors, LLC 0.00% No change 2 $274
BOK Financial Private Wealth, Inc. 0.00% New 1 $138
Medallion Wealth Advisors, LLC 0.00% New 1 $137
Evolution Advisers, Inc. 0.00% New 3 $0

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