Packaging Corp. of AmericaPKG
13F holders, Q2 2024 (June 30)772holders −2
59new positions
64sold out
7famous investors
$182.51avg. 13F price*
At the end of Q2 2024, 772 institutions reported holding Packaging Corp. of America (PKG) in their 13F filings, down 2 from Q1 2024. 59 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock Inc. ($1.4B) and State Street Corp. ($703.1M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Packaging Corp. of America
- Sector
- Consumer Discretionary
- CUSIP
- 695156109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $38.6M |
| Exits | 64 | $70.5M |
All 13F filers, Q1 2024 → Q2 2024: 4,782,085 shares bought and 4,290,964 shares sold, net +491,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Vanguard Group Inc. | 0.04% | Add +0.0% | 11,224,393 | $2.0B |
| BlackRock Inc. | 0.03% | Reduce -2.4% | 7,920,359 | $1.4B |
| State Street Corp. | 0.03% | Reduce -1.2% | 3,825,496 | $703.1M |
| JPMorgan Chase & Co. | 0.05% | Add +0.3% | 3,310,716 | $604.4M |
| Victory Capital Management Inc. | 0.53% | Add +1.5% | 2,853,417 | $520.9M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.7% | 2,838,890 | $518.3M |
| Geode Capital Management, LLC | 0.04% | Add +2.4% | 2,324,360 | $423.3M |
| FIL Ltd | 0.41% | Add +1.0% | 2,260,000 | $412.6M |
| American Century Companies Inc. | 0.23% | Reduce -6.3% | 2,018,365 | $368.5M |
| Bank of America Corp. | 0.03% | Add +8.7% | 1,937,963 | $353.8M |
| Ameriprise Financial Inc. | 0.09% | Add +34.5% | 1,852,912 | $338.3M |
| Capital World Investors | 0.05% | No change | 1,670,448 | $305.0M |
| Boston Partners | 0.33% | Reduce -0.6% | 1,437,188 | $262.4M |
| First Trust Advisors LP | 0.25% | Add +133.2% | 1,337,903 | $244.2M |
| Nuveen Asset Management, LLC | 0.07% | Add +4.7% | 1,271,056 | $232.6M |
| Invesco Ltd. | 0.05% | Reduce -10.4% | 1,234,341 | $225.3M |
| Morgan Stanley | 0.02% | Reduce -2.6% | 1,211,510 | $221.2M |
| Dimensional Fund Advisors LP | 0.06% | Add +8.1% | 1,153,732 | $210.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +30.5% | 1,134,216 | $207.1M |
| Northern Trust Corp. | 0.03% | Reduce -2.2% | 1,097,394 | $200.3M |
| Maj Invest Holding A/S | 5.36% | Reduce -4.9% | 1,056,293 | $192.8M |
| Norges Bank | 0.03% | Reduce -8.0% | 1,045,861 | $190.9M |
| FMR LLC | 0.01% | Reduce -12.2% | 1,040,523 | $190.0M |
| Millennium Management | 0.16% | Add +33.5% | 1,027,585 | $187.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.6% | 868,978 | $158.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +75.4% | 712,807 | $130.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -1.9% | 586,539 | $107.1M |
| Legal & General Group Plc | 0.03% | Reduce -6.7% | 561,316 | $102.5M |
| Qube Research & Technologies Ltd | 0.17% | Add +36.3% | 505,127 | $92.2M |
| Pictet Asset Management Holding SA | 0.10% | Add +16.8% | 489,640 | $89.4M |
| Barclays PLC | 0.04% | Add +35.6% | 479,673 | $87.6M |
| UBS Group AG | 0.03% | Add +32.0% | 478,997 | $87.4M |
| Principal Financial Group Inc. | 0.05% | Add +2.0% | 424,904 | $77.6M |
| AQR Capital Management | 0.11% | Add +164.3% | 401,360 | $73.3M |
| Wells Fargo & Company | 0.02% | Add +1.1% | 376,645 | $68.8M |
| Regions Financial Corp. | 0.48% | Reduce -1.1% | 346,275 | $63.2M |
| Deutsche Bank AG | 0.02% | Add +2.2% | 300,339 | $54.8M |
| Boston Trust Walden Corp | 0.38% | Reduce -1.0% | 278,588 | $50.9M |
| Swiss National Bank | 0.03% | Reduce -1.1% | 265,300 | $48.4M |
| Earnest Partners LLC | 0.23% | Reduce -0.0% | 265,254 | $48.4M |
| Royal Bank of Canada | 0.01% | Reduce -4.0% | 256,156 | $46.8M |
| Allianz Asset Management GmbH | 0.07% | Add +21.6% | 245,552 | $44.8M |
| Retirement Systems of Alabama | 0.17% | Reduce -5.2% | 237,632 | $43.4M |
| Summit Financial Strategies, Inc. | 5.32% | Add +5.5% | 234,495 | $42.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -6.4% | 227,664 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.6% | 226,832 | $41.4M |
| HSBC Holdings PLC | 0.03% | Add +2.6% | 224,066 | $41.0M |
| DekaBank Deutsche Girozentrale | 0.07% | Reduce -0.5% | 223,060 | $40.5M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -9.5% | 221,151 | $40.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.2% | 218,972 | $40.0M |
| Rhumbline Advisers | 0.03% | Reduce -5.6% | 195,706 | $35.7M |
| Raymond James & Associates | 0.02% | Add +7.8% | 195,171 | $35.6M |
| Bahl & Gaynor LLC | 0.19% | Add +16.7% | 181,783 | $33.2M |
| Macquarie Group Ltd. | 0.04% | Reduce -9.0% | 176,009 | $32.1M |
| California Public Employees Retirement System | 0.02% | Add +0.9% | 168,995 | $30.9M |
| Russell Investments Group, Ltd. | 0.05% | Add +1.2% | 163,104 | $29.8M |
| Amundi | 0.01% | Add +1.2% | 161,366 | $29.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -6.2% | 158,516 | $28.9M |
| AXA S.A. | 0.09% | Add +39.6% | 158,049 | $28.9M |
| Sei Investments Co. | 0.04% | Reduce -18.2% | 155,525 | $28.4M |
| Jane Street Group, LLC | 0.03% | Add +144.2% | 147,392 | $26.9M |
| National Pension Service | 0.03% | Reduce -3.8% | 139,735 | $25.5M |
| Corient Private Wealth LP | 0.04% | Reduce -1.9% | 137,028 | $25.0M |
| Citadel Advisors | 0.02% | Reduce -72.6% | 131,977 | $24.1M |
| Shellback Capital, LP | 1.76% | Reduce -32.5% | 131,101 | $23.9M |
| Danica Pension, Livsforsikringsaktieselskab | 0.48% | No change | 128,667 | $23.5M |
| Schroder Investment Management Group | 0.03% | Add +83.1% | 126,386 | $23.1M |
| Peapack Gladstone Financial Corp. | 0.35% | Reduce -4.4% | 126,045 | $23.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +17.2% | 125,390 | $22.9M |
| Franklin Resources Inc. | 0.01% | Reduce -7.0% | 125,289 | $22.9M |
| California State Teachers Retirement System | 0.03% | Reduce -1.8% | 118,572 | $21.6M |
| Unigestion Holding SA | 1.18% | Add +26.8% | 131,654 | $21.4M |
| LPL Financial LLC | 0.01% | Add +9.1% | 115,886 | $21.2M |
| Brandywine Global Investment Management, LLC | 0.15% | Reduce -31.8% | 110,212 | $20.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.6% | 104,043 | $19.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +41.0% | 99,709 | $18.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -7.8% | 97,958 | $17.9M |
| Squarepoint Ops LLC | 0.07% | Add +70.1% | 96,484 | $17.6M |
| KBC Group NV | 0.05% | Add +571.3% | 95,903 | $17.5M |
| New York State Common Retirement Fund | 0.02% | Add +1.7% | 91,654 | $16.7M |
| Citigroup Inc. | 0.02% | Reduce -1.2% | 87,987 | $16.1M |
| Bank of Montreal | 0.00% | Add +1.7% | 85,422 | $16.1M |
| JLB & Associates Inc. | 2.13% | Reduce -1.5% | 86,560 | $15.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.22% | No change | 86,062 | $15.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -2.1% | 85,500 | $15.6M |
| Natixis Advisors, LLC | 0.03% | Add +0.6% | 85,011 | $15.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +201.1% | 84,625 | $15.4M |
| Los Angeles Capital Management LLC | 0.05% | Add +51.5% | 83,972 | $15.3M |
| Teacher Retirement System of Texas | 0.09% | Add +3.9% | 82,989 | $15.2M |
| Moran Wealth Management, LLC | 0.50% | Reduce -0.3% | 82,916 | $15.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.0% | 82,605 | $15.1M |
| APG Asset Management N.V. | 0.03% | Add +96.7% | 87,490 | $14.9M |
| Fifth Third Bancorp | 0.06% | Reduce -4.3% | 80,398 | $14.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -26.6% | 80,008 | $14.6M |
| Stephens Inc. | 0.22% | Add +16.6% | 79,455 | $14.5M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -6.5% | 76,508 | $14.0M |
| Distillate Capital Partners LLC | 0.73% | — | 75,750 | $13.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -17.1% | 75,141 | $13.7M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -41.2% | 74,167 | $13.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.1% | 73,806 | $13.5M |
| Heartland Advisors Inc. | 0.75% | Reduce -2.6% | 73,230 | $13.4M |
| Trexquant Investment LP | 0.20% | Add +518.9% | 72,272 | $13.2M |
| Foundry Partners, LLC | 0.71% | Add +18.7% | 72,227 | $13.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -9.4% | 71,548 | $13.1M |
| QRG Capital Management, Inc. | 0.15% | Add +68.7% | 69,958 | $12.8M |
| Andra AP-fonden | 0.21% | Reduce -10.6% | 69,000 | $12.6M |
| LMCG Investments, LLC | 0.73% | Add +0.5% | 68,777 | $12.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +11.5% | 67,039 | $12.3M |
| Pinebridge Investments, L.P. | 0.10% | Reduce -26.9% | 66,636 | $12.2M |
| Cambiar Investors LLC | 0.47% | Reduce -0.9% | 66,481 | $12.1M |
| Northwest & Ethical Investments L.P. | 0.35% | Reduce -1.3% | 66,429 | $12.1M |
| Bank of Nova Scotia | 0.02% | Reduce -52.6% | 66,256 | $12.1M |
| Concentric Capital Strategies, LP | 0.75% | Add +4.4% | 66,036 | $12.1M |
| Gotham Asset Management | 0.15% | Add +18.3% | 65,383 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -10.9% | 65,370 | $11.9M |
| Two Sigma Advisers, LP | 0.03% | Add +2620.8% | 65,300 | $11.9M |
| Two Sigma Investments, LP | 0.03% | Add +522.0% | 63,755 | $11.6M |
| Prudential Financial Inc. | 0.02% | Reduce -9.9% | 63,335 | $11.6M |
| M&T Bank Corp | 0.04% | Add +1.1% | 61,236 | $11.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.3% | 59,519 | $10.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +546.4% | 59,494 | $10.9M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -0.6% | 58,389 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.7% | 58,101 | $10.6M |
| ING Groep NV | 0.06% | Add +102.8% | 55,895 | $10.2M |
| State of Wisconsin Investment Board | 0.03% | Add +11.4% | 55,811 | $10.2M |
| GHP Investment Advisors, Inc. | 0.51% | Add +2.8% | 55,405 | $10.1M |
| Commerce Bank | 0.07% | Reduce -0.4% | 55,127 | $10.1M |
| Skba Capital Management LLC | 1.61% | Reduce -1.6% | 55,095 | $10.1M |
| Banque Pictet & Cie SA | 0.10% | Add +8.9% | 54,535 | $10.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.3% | 54,320 | $9.9M |
| Cannell & Spears LLC | 0.20% | Add +2.4% | 53,840 | $9.8M |
| HFR Wealth Management, LLC | 2.49% | Add +0.7% | 53,652 | $9.8M |
| NewSquare Capital LLC | 0.83% | Add +4.3% | 53,636 | $9.7M |
| Alaska Permanent Fund Corp | 0.14% | Add +1.2% | 48,285 | $9.7M |
| Handelsbanken Fonder AB | 0.04% | Reduce -6.9% | 52,787 | $9.6M |
| TD Asset Management Inc | 0.01% | Add +5.6% | 52,422 | $9.6M |
| Illinois Municipal Retirement Fund | 0.14% | Reduce -13.3% | 51,903 | $9.5M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.2% | 48,694 | $8.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +40.5% | 47,049 | $8.6M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -39.7% | 46,944 | $8.6M |
| Hyman Charles D | 0.47% | Add +0.3% | 46,535 | $8.5M |
| Naples Global Advisors, LLC | 0.83% | Reduce -0.6% | 45,028 | $8.3M |
| US Bancorp \de | 0.01% | Add +5.4% | 45,239 | $8.3M |
| Railway Pension Investments Ltd | 0.10% | No change | 44,000 | $8.0M |
| SG Americas Securities, LLC | 0.05% | Add +170.3% | 43,756 | $8.0M |
| Toronto Dominion Bank | 0.01% | Reduce -13.4% | 43,495 | $7.9M |
| Wedge Capital Management L L P | 0.14% | Reduce -3.0% | 42,687 | $7.8M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.23% | New | 42,310 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -13.9% | 40,940 | $7.5M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.9% | 40,691 | $7.4M |
| Bokf, NA | 0.13% | Reduce -1.6% | 40,656 | $7.4M |
| Atlas FRM LLC | 0.97% | Reduce -87.7% | 40,000 | $7.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.1% | 39,068 | $7.1M |
| Swiss Life Asset Management Ltd | 0.08% | No change | 38,650 | $7.1M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -5.0% | 38,585 | $7.0M |
| Comerica Bank | 0.03% | Add +12.0% | 38,463 | $7.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -75.6% | 38,012 | $6.9M |
| Calydon Capital | 1.23% | Reduce -0.5% | 37,664 | $6.9M |
| Asset Management One Co., Ltd. | 0.03% | Add +3.0% | 37,577 | $6.9M |
| Norman Fields, Gottscho Capital Management, LLC | 2.38% | Add +2.6% | 37,879 | $6.8M |
| Carolina Wealth Advisors, LLC | 3.33% | Add +2.8% | 37,216 | $6.8M |
| Camden National Bank | 1.05% | Add +12.5% | 37,102 | $6.8M |
| USS Investment Management Ltd | 0.05% | Add +2.8% | 36,747 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -27.7% | 36,684 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.1% | 35,903 | $6.6M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -3.0% | 35,200 | $6.4M |
| Daiichi Life Insurance Co., Ltd. | 0.16% | Add +10.5% | 35,193 | $6.4M |
| Mariner, LLC | 0.01% | Add +1.5% | 34,922 | $6.4M |
| Ellsworth Advisors, LLC | 1.77% | Add +2.5% | 34,799 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -55.0% | 34,708 | $6.3M |
| Aberdeen Group plc | 0.01% | Reduce -30.3% | 34,047 | $6.2M |
| Korea Investment CORP | 0.02% | Reduce -5.8% | 33,652 | $6.1M |
| LBP Am SA | 0.25% | Reduce -11.7% | 33,446 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.7% | 33,401 | $6.1M |
| Verition Fund Management LLC | 0.05% | Add +62.3% | 33,265 | $6.1M |
| STRS Ohio | 0.02% | Reduce -1.7% | 33,199 | $6.1M |
| Voya Investment Management LLC | 0.01% | Add +2.9% | 32,151 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 31,367 | $5.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +12.4% | 29,901 | $5.5M |
| Danske Bank A/S | 0.02% | Add +11.2% | 29,900 | $5.5M |
| Panagora Asset Management Inc. | 0.03% | Add +21.1% | 29,871 | $5.5M |
| Guyasuta Investment Advisors Inc. | 0.38% | Reduce -1.1% | 31,702 | $5.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -5.1% | 27,622 | $5.0M |
| Acadian Asset Management LLC | 0.02% | Add +194.1% | 27,188 | $5.0M |
| Altrius Capital Management Inc | 1.29% | Reduce -0.2% | 26,844 | $4.9M |
| Polar Asset Management Partners Inc. | 0.19% | Reduce -13.1% | 26,500 | $4.8M |
| HRT Financial LP | 0.03% | Reduce -23.2% | 26,480 | $4.8M |
| National Bank of Canada | 0.01% | Add +22.3% | 26,605 | $4.8M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +15.9% | 25,905 | $4.7M |
| State of Michigan Retirement System | 0.02% | Reduce -0.4% | 25,563 | $4.7M |
| Arizona State Retirement System | 0.03% | Reduce -0.1% | 24,620 | $4.5M |
| Moore Capital Management, LP | 0.10% | New | 24,521 | $4.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +10.9% | 24,494 | $4.5M |
| Abn Amro Investment Solutions | 0.08% | Reduce -5.2% | 24,485 | $4.5M |
| New York Life Investment Management LLC | 0.04% | Add +9.0% | 24,467 | $4.5M |
| Crestline Management, L.P. | 0.35% | New | 24,427 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.1% | 24,270 | $4.4M |
| Engineers Gate Manager LP | 0.10% | Add +4.7% | 24,107 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +1.4% | 24,079 | $4.4M |
| Royal London Asset Management Ltd. | 0.01% | Add +2.5% | 23,850 | $4.4M |
| MetLife Investment Management, LLC | 0.03% | Add +14.2% | 23,766 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -14.6% | 23,361 | $4.3M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -66.2% | 23,121 | $4.2M |
| Corebridge Financial, Inc. | 0.02% | — | 22,773 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Add +117.7% | 22,331 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.9% | 21,994 | $4.0M |
| Quantinno Capital Management LP | 0.07% | Add +1.2% | 21,970 | $4.0M |
| Achmea Investment Management B.V. | 0.07% | Add +0.6% | 21,902 | $4.0M |
| Old National Bancorp | 0.09% | Reduce -40.6% | 21,753 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.9% | 20,867 | $3.8M |
| Liberty Capital Management, Inc. | 0.86% | Reduce -0.7% | 19,971 | $3.6M |
| Dean Investment Associates, LLC | 0.52% | Reduce -5.3% | 19,867 | $3.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -1.8% | 19,866 | $3.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.3% | 19,581 | $3.6M |
| Cape Cod Five Cents Savings Bank | 0.34% | Reduce -5.0% | 19,519 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +1.8% | 19,458 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +3.4% | 19,404 | $3.5M |
| IFM Investors Pty Ltd | 0.04% | Add +0.5% | 19,156 | $3.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Add +0.6% | 18,417 | $3.4M |
| Princeton Global Asset Management LLC | 0.73% | Add +3.5% | 18,171 | $3.3M |
| Amalgamated Bank | 0.03% | Reduce -33.2% | 18,115 | $3.3M |
| Storebrand Asset Management As | 0.01% | Add +12.9% | 17,924 | $3.3M |
| Forsta Ap-Fonden | 0.03% | Reduce -7.3% | 17,900 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +4.5% | 17,438 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +61.0% | 17,165 | $3.1M |
| Front Row Advisors LLC | 1.08% | Add +0.9% | 16,930 | $3.1M |
| Czech National Bank | 0.04% | Add +8.5% | 16,987 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -50.4% | 16,817 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | — | 17,324 | $3.0M |
| Creative Planning | 0.00% | Add +7.5% | 16,308 | $3.0M |
| DNB Asset Management AS | 0.01% | Add +11.3% | 16,247 | $3.0M |
| Nisa Investment Advisors, LLC | 0.02% | Add +8.1% | 16,113 | $3.0M |
| Compagnie Lombard Odier SCmA | 0.05% | No change | 16,200 | $3.0M |
| ProShare Advisors LLC | 0.01% | Add +7.9% | 15,643 | $2.9M |
| Tidal Investments LLC | 0.04% | Reduce -28.1% | 15,298 | $2.8M |
| Beverly Hills Private Wealth, LLC | 0.61% | Add +20.0% | 15,278 | $2.8M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +20.0% | 15,137 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.41% | Reduce -6.2% | 15,117 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -85.3% | 15,100 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +47.9% | 14,852 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -1.2% | 14,705 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +12.3% | 14,625 | $2.7M |
| Bcwm, LLC | 0.96% | Add +2.0% | 14,582 | $2.7M |
| Utah Retirement Systems | 0.03% | Reduce -4.6% | 14,555 | $2.7M |
| Rowlandmiller & Partners.adv | 0.57% | Add +3.0% | 14,386 | $2.6M |
| Texas Yale Capital Corp. | 0.12% | Reduce -6.3% | 14,312 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 14,297 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +3.8% | 13,857 | $2.5M |
| Argent Trust Co | 0.11% | Add +0.3% | 13,545 | $2.5M |
| Resources Management Corp. /CT/ | 0.36% | Reduce -0.7% | 13,531 | $2.5M |
| Letson Investment Management, Inc. | 1.08% | Add +5.4% | 13,414 | $2.4M |
| Cim, LLC | 0.37% | Add +4.1% | 11,975 | $2.4M |
| Cullen Capital Management, LLC | 0.03% | Reduce -1.2% | 13,167 | $2.4M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | Reduce -1.6% | 13,013 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.8% | 13,187 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -3.6% | 12,890 | $2.4M |
| Intech Investment Management LLC | 0.03% | Add +430.8% | 12,814 | $2.3M |
| Graves Light Lenhart Wealth, Inc. | 0.27% | No change | 12,978 | $2.3M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.6% | 12,647 | $2.3M |
| MV Capital Management, Inc. | 0.26% | Add +0.9% | 12,539 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Add +0.9% | 12,496 | $2.3M |
| Xponance LLC | 0.02% | Add +0.4% | 12,356 | $2.3M |
| Financial Advisory Partners, LLC | 0.83% | New | 12,228 | $2.2M |
| BDF-Gestion | 0.21% | — | 12,187 | $2.2M |
| Good Life Advisors, LLC | 0.18% | Add +0.4% | 12,174 | $2.2M |
| Amova Asset Management Americas, Inc. | 0.03% | Reduce -17.0% | 12,126 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.3% | 12,055 | $2.2M |
| Brevan Howard Capital Management LP | 0.15% | Add +73.1% | 12,017 | $2.2M |
| Weaver C. Barksdale & Associates, Inc. | 2.06% | Reduce -1.5% | 11,866 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +19.1% | 11,824 | $2.2M |
| Lanark Financial, Inc. | 0.19% | Add +1014.7% | 11,604 | $2.1M |
| Cibc World Markets Corp. | 0.01% | Add +28.6% | 11,527 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.8% | 11,710 | $2.1M |
| Prudential PLC | 0.01% | Reduce -1.4% | 11,431 | $2.1M |
| Keybank National Association | 0.01% | Reduce -2.7% | 11,411 | $2.1M |
| Atwater Malick LLC | 0.72% | Add +65.8% | 11,400 | $2.1M |
| Credit Agricole S A | 0.01% | Add +109.1% | 11,299 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.6% | 11,240 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +113.3% | 11,220 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.3% | 10,847 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +11.7% | 10,847 | $2.0M |
| Twin Tree Management, LP | 0.06% | Reduce -85.0% | 10,796 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.5% | 10,462 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +20.7% | 10,337 | $1.9M |
| Old Second National Bank of Aurora | 0.47% | Reduce -5.0% | 10,098 | $1.8M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -23.2% | 10,090 | $1.8M |
| Huntington National Bank | 0.02% | Add +1.0% | 10,020 | $1.8M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -23.1% | 10,000 | $1.8M |
| Portfolio Design Labs, LLC | 0.56% | Add +8.1% | 9,993 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -46.4% | 9,948 | $1.8M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -12.1% | 9,915 | $1.8M |
| United Community Bank | 0.73% | Reduce -6.3% | 9,875 | $1.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +171.4% | 9,846 | $1.8M |
| Thrive Capital Management, LLC | 0.82% | Add +58.5% | 9,833 | $1.8M |
| PGGM Investments | 0.03% | No change | 9,792 | $1.8M |
| Natixis | 0.01% | Add +86.6% | 9,724 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.6% | 9,713 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -5.9% | 9,702 | $1.8M |
| Ethic Inc. | 0.04% | Add +33.4% | 9,602 | $1.8M |
| Edgestream Partners, L.P. | 0.08% | Reduce -69.2% | 9,599 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +0.9% | 9,584 | $1.7M |
| LMG Wealth Partners, LLC | 0.43% | Add +3.6% | 9,558 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Reduce -7.0% | 9,480 | $1.7M |
| Curated Wealth Partners LLC | 0.24% | — | 9,450 | $1.7M |
| iA Global Asset Management Inc. | 0.03% | Reduce -11.7% | 9,446 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -84.4% | 9,406 | $1.7M |
| Wellington Management Group LLP | 0.00% | Add +3.0% | 9,284 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 9,217 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Add +0.7% | 9,198 | $1.7M |
| Union Heritage Capital, LLC | 0.65% | No change | 9,071 | $1.7M |
| HB Wealth Management, LLC | 0.02% | Add +1.1% | 9,039 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +48.4% | 8,961 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.6% | 8,704 | $1.6M |
| XTX Topco Ltd | 0.13% | New | 8,375 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 8,301 | $1.5M |
| Charles Schwab Trust Co | 0.14% | No change | 8,243 | $1.5M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -1.0% | 8,167 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +97.7% | 8,027 | $1.5M |
| L2 Asset Management, LLC | 0.44% | Add +10.8% | 7,949 | $1.5M |
| Fox Run Management, L.L.C. | 0.27% | New | 7,786 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -35.8% | 7,766 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -35.3% | 7,716 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 7,616 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | No change | 7,600 | $1.4M |
| Mirabella Financial Services LLP | 0.12% | New | 7,566 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Add +1.4% | 7,449 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 7,390 | $1.3M |
| Candriam S.C.A. | 0.01% | Add +18.7% | 7,292 | $1.3M |
| Ascent Group, LLC | 0.11% | Add +6.8% | 7,259 | $1.3M |
| AIA Group Ltd | 0.04% | Reduce -17.9% | 7,200 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +5.8% | 7,147 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.8% | 7,156 | $1.3M |
| Rafferty Asset Management, LLC | 0.00% | Add +5.8% | 7,149 | $1.3M |
| JGP Wealth Management, LLC | 0.19% | Reduce -4.7% | 7,140 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 7,100 | $1.3M |
| RW Investment Management LLC | 0.17% | Add +4.4% | 7,074 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +417.1% | 7,032 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.11% | Reduce -28.8% | 6,978 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.6% | 6,877 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | New | 6,872 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +16.1% | 6,812 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.0% | 6,807 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 6,753 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -87.2% | 6,727 | $1.2M |
| Kentucky Retirement Systems | 0.04% | Reduce -0.6% | 6,718 | $1.2M |
| Metis Global Partners, LLC | 0.04% | Add +10.2% | 6,653 | $1.2M |
| Capstone Investment Advisors, LLC | 0.05% | Add +99.5% | 6,647 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -3.0% | 6,635 | $1.2M |
| Stiles Financial Services Inc | 0.46% | Add +7.8% | 6,591 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -2.8% | 6,552 | $1.2M |
| Hanover Advisors Inc. | 0.53% | Reduce -3.6% | 6,520 | $1.2M |
| Jump Financial, LLC | 0.02% | Reduce -22.9% | 6,479 | $1.2M |
| Empowered Funds, LLC | 0.02% | New | 6,449 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -20.7% | 6,393 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +14.9% | 6,379 | $1.2M |
| AdvisorNet Financial, Inc | 0.10% | Add +5.5% | 6,268 | $1.1M |
| Sherbrooke Park Advisers LLC | 0.20% | Add +207.8% | 6,135 | $1.1M |
| Guidance Capital, Inc. | 0.36% | Add +8.3% | 5,434 | $1.1M |
| Adams Natural Resources Fund, Inc. | 0.16% | No change | 5,900 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +17.6% | 5,892 | $1.1M |
| MBB Public Markets I LLC | 0.02% | New | 5,806 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -0.6% | 5,729 | $1.0M |
| Bangor Savings Bank | 0.10% | Add +5.7% | 5,584 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.5% | 5,527 | $1.0M |
| Aquatic Capital Management LLC | 0.04% | New | 5,500 | $1.0M |
| Scientech Research LLC | 0.21% | New | 5,469 | $998K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 5,398 | $985K |
| Park Avenue Securities LLC | 0.01% | Add +22.4% | 5,298 | $967K |
| OneDigital Investment Advisors LLC | 0.01% | Add +89.1% | 5,236 | $956K |
| Cwm, LLC | 0.00% | Add +88.2% | 5,184 | $946K |
| Qtron Investments LLC | 0.14% | No change | 5,138 | $938K |
| Linden Thomas Advisory Services, LLC | 0.14% | Reduce -48.3% | 5,132 | $937K |
| Ancora Advisors LLC | 0.02% | No change | 5,109 | $933K |
| Tredje AP-fonden | 0.01% | Reduce -1.5% | 5,082 | $928K |
| Southeast Asset Advisors, LLC | 0.11% | Add +0.4% | 5,065 | $925K |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.9% | 5,036 | $919K |
| Advisory Services Network, LLC | 0.02% | Reduce -29.6% | 5,028 | $918K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.9% | 5,000 | $913K |
| River Street Advisors LLC | 0.56% | Reduce -0.0% | 4,908 | $896K |
| Ritholtz Wealth Management | 0.03% | Reduce -2.9% | 4,889 | $893K |
| Romano Brothers and Company | 0.12% | No change | 4,865 | $888K |
| Chicago Capital, LLC | 0.03% | Reduce -2.8% | 4,847 | $885K |
| Scotia Capital Inc. | 0.01% | Reduce -2.7% | 4,772 | $871K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +6.0% | 4,771 | $871K |
| Advocate Group LLC | 0.17% | Reduce -20.2% | 4,721 | $862K |
| Versor Investments LP | 0.16% | Reduce -4.1% | 4,700 | $858K |
| Wolverine Trading, LLC | 0.01% | Add +147.0% | 4,693 | $857K |
| Seelaus Asset Management LLC | 0.89% | Reduce -1.4% | 4,685 | $855K |
| M&G PLC | 0.01% | New | 4,590 | $840K |
| Diamant Asset Management, Inc. | 0.56% | No change | 4,595 | $839K |
| Caldwell Trust Co | 0.09% | No change | 4,587 | $837K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -6.7% | 4,553 | $831K |
| Investment Management Corp of Ontario | 0.02% | Add +15.3% | 4,517 | $825K |
| New Mexico Educational Retirement Board | 0.03% | No change | 4,500 | $822K |
| Mendel Money Management | 0.38% | Add +0.6% | 4,475 | $817K |
| Walleye Capital LLC | 0.01% | Reduce -28.9% | 4,439 | $810K |
| Adams Wealth Management | 0.19% | Reduce -18.8% | 4,438 | $810K |
| CacheTech Inc. | 0.19% | — | 4,438 | $810K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +96.3% | 4,253 | $776K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.6% | 4,326 | $763K |
| JSF Financial, LLC | 0.23% | Add +6.1% | 4,126 | $753K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 4,096 | $748K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.5% | 4,000 | $730K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.4% | 3,975 | $726K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.4% | 3,975 | $726K |
| Somerset Trust Co | 0.30% | Reduce -0.1% | 3,942 | $720K |
| LongView Wealth Management | 0.26% | New | 3,913 | $714K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +1.7% | 3,550 | $709K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.4% | 3,859 | $704K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -29.9% | 3,822 | $700K |
| Rakuten Investment Management, Inc. | 0.00% | Add +58.5% | 3,802 | $696K |
| EHP Funds Inc. | 0.34% | Reduce -24.0% | 3,800 | $694K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.0% | 3,772 | $693K |
| Buck Wealth Strategies, LLC | 0.20% | Reduce -88.2% | 3,791 | $692K |
| OmniStar Financial Group, Inc. | 0.62% | Add +4.1% | 3,763 | $687K |
| AE Wealth Management LLC | 0.01% | Add +28.6% | 3,751 | $685K |
| Sierra Summit Advisors LLC | 0.16% | Add +17.0% | 3,545 | $647K |
| Martingale Asset Management L P | 0.01% | Reduce -0.4% | 3,533 | $645K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 3,511 | $641K |
| Aviva PLC | 0.00% | Reduce -62.8% | 3,427 | $626K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.3% | 3,370 | $615K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -6.1% | 3,366 | $614K |
| McDonald Partners LLC | 0.16% | Reduce -0.0% | 3,363 | $614K |
| Public Sector Pension Investment Board | 0.00% | Add +66.4% | 3,330 | $608K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.4% | 3,326 | $607K |
| Fiduciary Trust Co | 0.01% | Add +3.1% | 3,301 | $603K |
| GTS Securities LLC | 0.01% | Add +51.6% | 3,278 | $598K |
| Pitcairn Co. | 0.04% | Add +2.4% | 3,267 | $596K |
| Vontobel Holding Ltd. | 0.00% | Reduce -9.8% | 3,258 | $595K |
| Vident Advisory, LLC | 0.02% | Reduce -95.9% | 3,226 | $589K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -0.5% | 3,181 | $581K |
| Symmetry Partners, LLC | 0.03% | Reduce -13.9% | 3,177 | $580K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +167.4% | 3,131 | $572K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 3,121 | $570K |
| Quadrature Capital Ltd | 0.01% | Add +128.1% | 3,088 | $564K |
| Blue Trust, Inc. | 0.01% | Add +17.5% | 2,954 | $561K |
| Lindbrook Capital, LLC | 0.05% | Add +1.3% | 3,062 | $559K |
| Empirical Finance, LLC | 0.03% | Reduce -7.8% | 3,042 | $555K |
| Integrated Advisors Network LLC | 0.03% | Add +3.6% | 3,040 | $555K |
| Focus Financial Network, Inc. | 0.02% | Reduce -7.0% | 2,865 | $549K |
| Fullcircle Wealth LLC | 0.27% | — | 2,837 | $548K |
| Norinchukin Bank, The | 0.02% | Add +1.7% | 2,981 | $544K |
| Venturi Wealth Management, LLC | 0.03% | Add +20.8% | 2,953 | $539K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -0.9% | 2,949 | $538K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.5% | 2,943 | $537K |
| Rossmore Private Capital | 0.07% | No change | 2,900 | $529K |
| Venture Visionary Partners LLC | 0.02% | Add +0.7% | 2,875 | $525K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -2.1% | 2,875 | $525K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 2,837 | $518K |
| 180 Wealth Advisors, LLC | 0.08% | Add +0.4% | 2,804 | $512K |
| Argent Advisors, Inc. | 0.20% | No change | 2,800 | $511K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.9% | 2,765 | $505K |
| Blueshift Asset Management, LLC | 0.17% | Add +5.0% | 2,730 | $498K |
| Moors & Cabot, Inc. | 0.03% | Add +2.1% | 2,689 | $491K |
| First Trust Direct Indexing L.P. | 0.03% | Add +4.0% | 2,679 | $489K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 2,654 | $485K |
| Prelude Capital Management, LLC | 0.04% | Add +56.7% | 2,623 | $479K |
| Townsquare Capital LLC | 0.01% | Add +6.8% | 2,590 | $473K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.0% | 2,559 | $467K |
| Cibc World Market Inc. | 0.00% | Add +109.8% | 2,541 | $464K |
| Mather Group, Llc. | 0.01% | Add +7.5% | 2,421 | $459K |
| Ieq Capital, LLC | 0.01% | Add +7.0% | 2,510 | $458K |
| Evergreen Capital Management LLC | 0.02% | Add +2.4% | 2,461 | $452K |
| Vinva Investment Management Ltd | 0.02% | Reduce -83.2% | 2,468 | $452K |
| Mgo One Seven LLC | 0.02% | Add +51.8% | 2,444 | $446K |
| Bessemer Group Inc. | 0.00% | Reduce -8.0% | 2,443 | $446K |
| Krane Funds Advisors LLC | 0.02% | Reduce -5.7% | 2,432 | $444K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -99.7% | 2,430 | $444K |
| Caprock Group, LLC | 0.02% | New | 2,402 | $441K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 2,409 | $440K |
| Burney Co./ | 0.02% | No change | 2,409 | $440K |
| Impact Partnership Wealth, LLC | 0.12% | Add +26600.0% | 2,403 | $439K |
| Greenleaf Trust | 0.00% | Reduce -0.2% | 2,387 | $436K |
| Lifeworks Advisors, LLC | 0.12% | Reduce -25.7% | 2,375 | $434K |
| Rockland Trust Co. | 0.02% | Reduce -5.1% | 2,373 | $433K |
| Choreo, LLC | 0.01% | New | 2,377 | $429K |
| Affinity Investment Advisors, LLC | 0.31% | No change | 2,286 | $417K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +5.1% | 2,270 | $414K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.8% | 2,239 | $409K |
| Balefire, LLC | 0.14% | Reduce -1.8% | 2,219 | $405K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -5.4% | 2,217 | $405K |
| Bank Pictet & Cie (asia) Ltd. | 0.13% | No change | 2,193 | $400K |
| Profund Advisors LLC | 0.01% | Reduce -5.2% | 2,190 | $400K |
| Contravisory Investment Management, Inc. | 0.09% | New | 2,182 | $398K |
| Colonial Trust Advisors | 0.04% | Reduce -7.8% | 2,182 | $398K |
| Brown, Lisle/Cummings, Inc. | 0.13% | No change | 2,175 | $397K |
| Bard Financial Services, Inc. | 0.04% | No change | 2,170 | $396K |
| AlphaQuest LLC | 0.05% | Reduce -61.0% | 2,169 | $396K |
| Arkadios Wealth Advisors | 0.03% | Add +19.8% | 2,165 | $395K |
| Blair William & Co. | 0.00% | Add +0.3% | 2,164 | $395K |
| Man Group plc | 0.00% | Reduce -95.8% | 2,163 | $395K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.7% | 2,107 | $385K |
| Fiduciary Financial Group, LLC | 0.09% | — | 1,940 | $371K |
| Forza Wealth Management, LLC | 0.19% | No change | 2,021 | $369K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.5% | 2,016 | $368K |
| Siemens Fonds Invest GmbH | 0.03% | No change | 1,998 | $365K |
| Community Bank & Trust, Waco, Texas | 0.09% | No change | 1,989 | $363K |
| Independent Financial Group, LLC | 0.01% | New | 1,985 | $362K |
| Simmons Bank | 0.03% | Reduce -8.4% | 1,985 | $362K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.9% | 1,978 | $361K |
| Benjamin Edwards Inc. | 0.07% | Reduce -10.4% | 1,976 | $361K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -61.5% | 1,975 | $360K |
| Gouws Capital LLC | 0.25% | No change | 1,950 | $356K |
| Colonial Trust Co / SC | 0.06% | Add +1.3% | 1,950 | $356K |
| Moody Aldrich Partners LLC | 0.07% | Add +0.3% | 1,906 | $348K |
| Wahed Invest LLC | 0.07% | Add +10.8% | 1,905 | $348K |
| Leonteq Securities AG | 0.05% | No change | 1,901 | $347K |
| Stockman Wealth Management, Inc. | 0.06% | No change | 1,900 | $347K |
| First Foundation Advisors | 0.01% | Reduce -3.5% | 1,893 | $346K |
| Northcape Wealth Management, LLC | 0.12% | Reduce -6.7% | 1,890 | $345K |
| CX Institutional | 0.02% | Reduce -5.9% | 1,879 | $343K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -6.5% | 1,859 | $339K |
| Alps Advisors Inc. | 0.00% | Reduce -0.4% | 1,844 | $337K |
| Pettee Investors, Inc. | 0.16% | No change | 1,835 | $335K |
| Shelton Capital Management | 0.01% | No change | 1,830 | $334K |
| Benedict Financial Advisors Inc. | 0.08% | Reduce -0.7% | 1,819 | $332K |
| Diametric Capital, LP | 0.18% | New | 1,812 | $331K |
| Rise Advisors, LLC | 0.17% | Add +10.5% | 1,806 | $330K |
| Optimum Investment Advisors | 0.15% | No change | 1,800 | $329K |
| Monument Capital Management | 0.10% | Reduce -1.7% | 1,777 | $324K |
| Palumbo Wealth Management LLC | 0.13% | Reduce -4.8% | 1,746 | $319K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -8.4% | 1,733 | $316K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,729 | $316K |
| MGB Wealth Management, LLC | 0.12% | No change | 1,690 | $312K |
| SYSTM Wealth Solutions LLC | 0.07% | Reduce -18.6% | 1,696 | $310K |
| Relative Value Partners Group, LLC | 0.04% | New | 1,690 | $309K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -1.2% | 1,690 | $309K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.6% | 1,552 | $307K |
| CI Investments Inc. | 0.00% | Add +0.3% | 1,675 | $306K |
| Benchmark Financial Wealth Advisors, LLC | 0.11% | Add +30.5% | 1,672 | $305K |
| Wedmont Private Capital | 0.02% | Add +7.7% | 1,631 | $302K |
| Crestmont Private Wealth LLC | 0.14% | New | 1,648 | $301K |
| London Co. of Virginia | 0.00% | No change | 1,620 | $296K |
| Walleye Trading LLC | 0.01% | New | 1,610 | $294K |
| Zega Financial, LLC | 0.11% | Add +6.7% | 1,600 | $292K |
| Trek Financial, LLC | 0.02% | Add +1.0% | 1,592 | $291K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.9% | 1,588 | $290K |
| Sax Wealth Advisors, LLC | 0.03% | Add +9.4% | 1,582 | $289K |
| Vestcor Inc | 0.01% | No change | 1,574 | $287K |
| Glenview Trust Co | 0.01% | Add +1.4% | 1,567 | $286K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.3% | 1,566 | $286K |
| Essex Bank | 0.08% | Reduce -4.9% | 1,563 | $285K |
| Cherry Creek Investment Advisors, Inc. | 0.15% | Add +0.5% | 1,553 | $284K |
| Carmel Capital Partners, LLC | 0.12% | Add +9.1% | 1,547 | $282K |
| Compound Planning, Inc. | 0.02% | Reduce -8.6% | 1,528 | $279K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -54.5% | 1,500 | $274K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -0.1% | 1,495 | $273K |
| RFG Advisory, LLC | 0.01% | New | 1,484 | $271K |
| Bridgewater Associates | 0.00% | New | 1,484 | $271K |
| Shulman DeMeo Asset Management LLC | 0.07% | Add +0.2% | 1,456 | $266K |
| Inspire Investing, LLC | 0.03% | Reduce -38.2% | 1,443 | $263K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -3.4% | 1,434 | $262K |
| FineMark National Bank & Trust | 0.01% | Reduce -4.8% | 1,433 | $262K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +302.6% | 1,401 | $256K |
| Realta Investment Advisors | 0.05% | Reduce -31.9% | 1,395 | $255K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +0.7% | 1,392 | $254K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.9% | 1,372 | $250K |
| Nilsine Partners, LLC | 0.03% | Add +8.0% | 1,349 | $246K |
| Horizon Investments, LLC | 0.01% | Reduce -12.0% | 1,329 | $243K |
| AlphaMark Advisors, LLC | 0.08% | Reduce -0.9% | 1,320 | $241K |
| Fiduciary Family Office, LLC | 0.09% | Add +1.5% | 1,315 | $240K |
| IFP Advisors, Inc | 0.01% | Reduce -6.8% | 1,310 | $239K |
| Argent Capital Management LLC | 0.01% | No change | 1,290 | $236K |
| SYM FINANCIAL Corp | 0.04% | New | 1,276 | $233K |
| Dorsey Wright & Associates | 0.06% | Reduce -20.1% | 1,273 | $232K |
| MAI Capital Management | 0.00% | Reduce -1.5% | 1,266 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +34.3% | 1,256 | $229K |
| LexAurum Advisors, LLC | 0.06% | Add +5.0% | 1,247 | $228K |
| First National Trust Co | 0.01% | Reduce -5.1% | 1,235 | $225K |
| Peoples Bank | 0.12% | No change | 1,227 | $224K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.1% | 1,215 | $222K |
| Choate Investment Advisors | 0.01% | No change | 1,214 | $222K |
| GAMMA Investing LLC | 0.03% | Add +42.3% | 1,208 | $221K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.1% | 1,205 | $220K |
| CW Advisors, LLC | 0.00% | New | 1,200 | $219K |
| Merit Financial Group, LLC | 0.00% | New | 1,193 | $218K |
| Fielder Capital Group LLC | 0.08% | Add +0.3% | 1,191 | $217K |
| Physicians Financial Services, Inc. | 0.07% | New | 1,190 | $217K |
| Planned Solutions, Inc. | 0.11% | No change | 1,188 | $217K |
| Lester Murray Antman dba SimplyRich | 0.07% | Reduce -0.2% | 1,174 | $214K |
| Virtu Financial LLC | 0.01% | Reduce -77.9% | 1,173 | $214K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 1,168 | $213K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -13.9% | 1,168 | $213K |
| Forum Financial Management, LP | 0.00% | New | 1,159 | $212K |
| Gateway Wealth Partners, LLC | 0.06% | No change | 1,150 | $210K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.8% | 1,147 | $209K |
| Frank, Rimerman Advisors LLC | 0.01% | Add +19000.0% | 1,146 | $209K |
| Perpetual Ltd | 0.00% | No change | 1,142 | $208K |
| Tiaa Trust, National Association | 0.00% | Reduce -17.9% | 1,142 | $208K |
| Schechter Investment Advisors, LLC | 0.02% | Add +3.4% | 1,137 | $207K |
| UMB Bank, n.a. | 0.00% | Reduce -39.3% | 1,121 | $205K |
| Fifth Lane Capital, LP | 0.46% | Reduce -23.3% | 1,120 | $204K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.2% | 1,118 | $204K |
| Apollon Wealth Management, LLC | 0.01% | New | 1,117 | $204K |
| Simplicity Wealth,LLC | 0.00% | Reduce -0.6% | 1,117 | $204K |
| Greenfield Savings Bank | 0.10% | No change | 1,112 | $203K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.4% | 1,099 | $201K |
| Clarus Wealth Advisors | 0.11% | Add +2.0% | 1,116 | $201K |
| SVB Wealth LLC | 0.01% | Reduce -32.3% | 1,098 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.4% | 1,090 | $196K |
| Principal Securities, Inc. | 0.01% | Add +47.6% | 1,033 | $189K |
| GeoWealth Management, LLC | 0.01% | Reduce -87.6% | 1,010 | $184K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 1,000 | $183K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.7% | 990 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.8% | 938 | $171K |
| EntryPoint Capital, LLC | 0.08% | New | 928 | $169K |
| Private Trust Co. NA | 0.02% | Reduce -26.6% | 895 | $163K |
| Lazard Asset Management LLC | 0.00% | New | 866 | $158K |
| Coppell Advisory Solutions LLC | 0.02% | — | 822 | $150K |
| TD Private Client Wealth LLC | 0.00% | Add +173.1% | 781 | $143K |
| Smithfield Trust Co | 0.01% | No change | 775 | $142K |
| Covestor Ltd | 0.08% | Add +13.5% | 714 | $131K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 698 | $127K |
| Legacies Wealth LLC | 0.11% | No change | 696 | $127K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -10.4% | 674 | $123K |
| Members Capital Advisors Inc. | 0.14% | No change | 674 | $123K |
| Ostrum Asset Management | 0.01% | Reduce -88.5% | 641 | $117K |
| Quadrant Capital Group LLC | 0.01% | Reduce -10.3% | 627 | $115K |
| American National Bank & Trust | 0.01% | Add +116.4% | 606 | $111K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.7% | 584 | $107K |
| Advantage Trust Co | 0.08% | No change | 575 | $105K |
| Abich Financial Wealth Management LLC | 0.07% | Add +14275.0% | 575 | $105K |
| State of Wyoming | 0.02% | Add +9.8% | 558 | $102K |
| Westpac Banking Corp. | 0.01% | No change | 534 | $97K |
| Headlands Technologies LLC | 0.01% | Add +133.8% | 533 | $97K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 536 | $97K |
| First Financial Corp. | 0.05% | No change | 528 | $96K |
| City State Bank | 0.04% | No change | 524 | $96K |
| Quarry LP | 0.04% | Add +95.9% | 521 | $95K |
| Transamerica Financial Advisors, LLC | 0.01% | No change | 505 | $93K |
| Catalyst Funds Management Pty Ltd | 0.02% | Reduce -70.6% | 500 | $91K |
| Central Bank & Trust Co. | 0.01% | Reduce -16.4% | 489 | $89K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.8% | 479 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.2% | 471 | $85K |
| NFSG Corp | 0.03% | Add +329.6% | 464 | $85K |
| ORG Partners LLC | 0.01% | New | 450 | $81K |
| Rothschild Investment LLC | 0.01% | Reduce -0.2% | 436 | $80K |
| Spire Wealth Management | 0.00% | Add +1.4% | 426 | $78K |
| Eagle Bay Advisors LLC | 0.05% | No change | 406 | $75K |
| Sentry Investment Management LLC | 0.03% | Reduce -16.9% | 393 | $72K |
| International Assets Investment Management, LLC | 0.01% | New | 377 | $69K |
| Global Retirement Partners, LLC | 0.00% | Add +155.9% | 371 | $68K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 350 | $64K |
| GoalVest Advisory LLC | 0.02% | No change | 350 | $64K |
| MCF Advisors LLC | 0.00% | No change | 348 | $64K |
| Orion Capital Management LLC | 0.03% | No change | 346 | $63K |
| Quent Capital, LLC | 0.01% | No change | 346 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 341 | $62K |
| Smartleaf Asset Management LLC | 0.01% | Add +35.6% | 335 | $62K |
| Deseret Mutual Benefit Administrators | 0.03% | Add +22.4% | 322 | $59K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.3% | 305 | $56K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 300 | $55K |
| Fortis Group Advisors, LLC | 0.01% | No change | 300 | $55K |
| Avalon Trust Co | 0.00% | No change | 300 | $55K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.8% | 298 | $54K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 295 | $54K |
| Banque Cantonale Vaudoise | 0.00% | Add +1.4% | 283 | $52K |
| Global Financial Private Client, LLC | 0.02% | No change | 275 | $50K |
| Cromwell Holdings LLC | 0.03% | — | 268 | $49K |
| WASHINGTON TRUST Co | 0.00% | No change | 245 | $45K |
| Ossiam | 0.00% | Reduce -72.8% | 236 | $43K |
| Anchor Investment Management, LLC | 0.00% | No change | 228 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 218 | $40K |
| SouthState Bank Corp | 0.00% | No change | 210 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $37K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $37K |
| Allworth Financial LP | 0.00% | Add +18.1% | 189 | $36K |
| Avondale Wealth Management | 0.02% | No change | 190 | $35K |
| Assetmark, Inc. | 0.00% | Add +42.0% | 186 | $34K |
| Tortoise Investment Management, LLC | 0.00% | New | 182 | $33K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.6% | 178 | $32K |
| Park Place Capital Corp | 0.01% | Reduce -29.0% | 176 | $32K |
| Asset Dedication, LLC | 0.00% | Add +200.0% | 168 | $31K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 164 | $30K |
| Hall Laurie J Trustee | 0.01% | No change | 160 | $29K |
| Strategic Financial Concepts, LLC | 0.02% | New | 27,240 | $28K |
| HM Payson & Co. | 0.00% | No change | 150 | $27K |
| Whittier Trust Co. | 0.00% | No change | 150 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 148 | $27K |
| Manchester Capital Management LLC | 0.00% | Add +276.9% | 147 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -21.7% | 141 | $26K |
| Register Financial Advisors LLC | 0.01% | No change | 134 | $24K |
| Innealta Capital, LLC | 0.01% | New | 126 | $23K |
| Salem Investment Counselors Inc. | 0.00% | No change | 124 | $23K |
| Arax Advisory Partners | 0.00% | Add +11900.0% | 120 | $22K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 116 | $21K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 115 | $21K |
| DT Investment Partners, LLC | 0.00% | No change | 108 | $20K |
| Group One Trading LLC | 0.00% | No change | 108 | $20K |
| PSI Advisors, LLC | 0.01% | Add +0.9% | 107 | $19K |
| Continuum Advisory, LLC | 0.00% | No change | 106 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 100 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 100 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 99 | $18K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -10.0% | 99 | $18K |
| Versant Capital Management, Inc | 0.00% | No change | 98 | $18K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 95 | $17K |
| Proffitt & Goodson Inc. | 0.00% | New | 95 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 90 | $16K |
| Arrow Financial Corp | 0.00% | No change | 85 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 84 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 83 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 82 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 73 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -1.4% | 73 | $13K |
| Opal Wealth Advisors, LLC | 0.00% | New | 72 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +10.8% | 72 | $13K |
| Fortitude Family Office, LLC | 0.01% | No change | 65 | $12K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 63 | $12K |
| Cornerstone Planning Group LLC | 0.00% | No change | 60 | $12K |
| ESL Trust Services, LLC | 0.00% | New | 60 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 59 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 59 | $11K |
| Sachetta, LLC | 0.00% | Add +22.7% | 54 | $11K |
| Meeder Asset Management Inc. | 0.00% | New | 57 | $10K |
| Ridgewood Investments LLC | 0.01% | New | 56 | $10K |
| Castleview Partners, LLC | 0.01% | Add +71.9% | 55 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.6% | 50 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 48 | $9K |
| Valued Wealth Advisors LLC | 0.01% | Add +63.3% | 49 | $9K |
| Larson Financial Group LLC | 0.00% | Add +8.9% | 49 | $9K |
| Great Lakes Retirement, Inc. | 0.00% | New | 46 | $8K |
| GW&K Investment Management, LLC | 0.00% | Add +18.4% | 45 | $8K |
| Aspire Private Capital, LLC | 0.00% | Reduce -29.3% | 41 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | Reduce -10.9% | 41 | $8K |
| Red Tortoise LLC | 0.00% | No change | 41 | $7K |
| RFP Financial Group LLC | 0.00% | No change | 40 | $7K |
| Optiver Holding B.V. | 0.00% | New | 36 | $7K |
| M&R Capital Management Inc. | 0.00% | No change | 36 | $7K |
| WFA of San Diego, LLC | 0.01% | — | 35 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 33 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 29 | $5K |
| Solstein Capital, LLC | 0.00% | No change | 28 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 28 | $5K |
| CNB Bank | 0.00% | New | 25 | $5K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $5K |
| Sandy Spring Bank | 0.00% | New | 22 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 21 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 21 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +17.6% | 20 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 20 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Add +185.7% | 20 | $4K |
| Operose Advisors LLC | 0.00% | No change | 18 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 18 | $3K |
| Albion Financial Group | 0.00% | No change | 13 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 11 | $2K |
| Avion Wealth | 0.00% | Add +33.3% | 12 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 10 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +12.5% | 9 | $2K |
| True Wealth Design, LLC | 0.00% | Add +28.6% | 9 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 9 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 9 | $2K |
| Trust Co | 0.00% | Reduce -91.6% | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 8 | $1K |
| West Paces Advisors Inc. | 0.00% | Reduce -55.6% | 8 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 7 | $1K |
| Lynx Investment Advisory | 0.00% | — | 6 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -45.5% | 6 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $1K |
| WR Wealth Planners, LLC | 0.00% | No change | 5 | $913 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $731 |
| Beacon Capital Management, LLC | 0.00% | No change | 4 | $730 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $548 |
| Hoey Investments, Inc. | 0.00% | New | 3 | $548 |
| Geneos Wealth Management Inc. | 0.00% | Reduce -70.0% | 3 | $548 |
| Highline Wealth Partners LLC | 0.00% | No change | 2 | $365 |
| Unique Wealth Strategies, LLC | 0.00% | New | 1 | $190 |
| Nvwm, LLC | 0.00% | New | 1 | $184 |
| Redwood Wealth Management Group, LLC | 0.00% | New | 1 | $183 |
"% of holder's portfolio" is PKG's weight in each manager's 13F, not the share of Packaging Corp. of America the manager owns.