PoolPOOL

13F holders, Q4 2024 (December 31)
741holders +21
65new positions
68sold out
8famous investors
$340.53avg. 13F price*

At the end of Q4 2024, 741 institutions reported holding Pool Corp. (POOL) in their 13F filings, up 21 from Q3 2024. 65 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.2B) and Kayne Anderson Rudnick Investment Management LLC ($750.0M). 8 famous investors held it, including Warren Buffett (0.1% of Berkshire Hathaway's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Pool Corp.
CUSIP
73278L105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 770Q1 2024Q2 2024: 743Q2 2024Q3 2024: 720Q3 2024Q4 2024: 741Q4 2024Q1 2025: 736Q1 2025Q2 2025: 721Q2 2025Q3 2025: 708Q3 2025Q4 2025: 652Q4 2025Q1 2026: 605Q1 2026Q2 2026: 617Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions65$73.5M
Exits68$202.0M

All 13F filers, Q3 2024 → Q4 2024: 2,415,954 shares bought and 2,487,090 shares sold, net −71,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 741 holders

Vanguard Group Inc. 0.03% Add +0.5% 4,443,451 $1.5B
BlackRock, Inc. 0.03% Add +4.6% 3,606,634 $1.2B
Kayne Anderson Rudnick Investment Management LLC 1.73% Reduce -1.0% 2,199,856 $750.0M
State Street Corp. 0.02% Add +3.1% 1,636,573 $558.0M
JPMorgan Chase & Co. 0.03% Reduce -1.6% 1,240,021 $422.8M
Wellington Management Group LLP 0.07% Add +27.5% 1,042,514 $355.4M
Morgan Stanley 0.02% Reduce -0.3% 976,824 $333.0M
Geode Capital Management, LLC 0.03% Add +1.4% 977,862 $332.6M
Invesco Ltd. 0.05% Add +6.2% 763,817 $260.4M
Blair William & Co. 0.70% Reduce -7.3% 708,190 $241.5M
Pictet Asset Management Holding SA 0.23% Add +25.6% 636,007 $216.8M
Berkshire Hathaway 0.08% Add +48.2% 598,689 $204.1M
Neuberger Berman Group LLC 0.16% Reduce -3.0% 597,904 $203.8M
Wasatch Advisors LP 0.94% Reduce -1.7% 555,896 $189.5M
William Blair Investment Management, LLC 0.46% Reduce -2.7% 553,461 $188.7M
London Co. of Virginia 1.00% Reduce -0.6% 536,418 $182.9M
Macquarie Group Ltd. 0.20% Reduce -8.1% 497,323 $169.1M
American Century Companies Inc. 0.09% Reduce -20.5% 470,234 $160.3M
Envestnet Asset Management Inc. 0.05% Reduce -5.0% 458,972 $156.5M
Northern Trust Corp. 0.02% Add +21.3% 450,246 $153.5M
Bank of New York Mellon Corp 0.03% Add +0.9% 419,919 $143.2M
Wells Fargo & Company 0.03% Reduce -3.1% 414,523 $141.3M
Deutsche Bank AG 0.05% Add +3.5% 400,654 $136.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.8% 354,161 $120.7M
Goldman Sachs Group Inc. 0.02% Add +11.3% 350,884 $119.6M
Raymond James Financial Inc. 0.04% — 342,679 $116.8M
Dimensional Fund Advisors LP 0.03% Add +1.7% 328,151 $111.9M
UBS Group AG 0.02% Add +200.7% 290,912 $99.2M
Gilder Gagnon Howe & Co. LLC 1.05% Reduce -1.1% 285,757 $97.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +8.1% 281,302 $95.9M
TD Asset Management Inc 0.08% Reduce -7.8% 277,769 $94.7M
Parnassus Investments, LLC 0.21% Add +33.9% 274,165 $93.5M
Findlay Park Partners LLP 0.85% Add +1.9% 252,175 $86.0M
Amundi 0.03% Add +15.2% 255,645 $83.0M
Epoch Investment Partners, Inc. 0.39% Add +2.3% 234,064 $79.8M
Capital World Investors 0.01% Reduce -28.7% 226,382 $77.2M
Lord, Abbett & Co. LLC 0.25% Add +1.0% 219,803 $74.9M
Adage Capital Partners Gp, L.L.C. 0.13% Add +23.9% 216,612 $73.9M
Legal & General Group Plc 0.02% Add +4.7% 205,625 $70.1M
Nordea Investment Management AB 0.07% Reduce -1.8% 192,384 $65.9M
Fisher Asset Management 0.03% Add +15.9% 193,034 $65.8M
Citadel Advisors 0.06% Add +82020.6% 191,341 $65.2M
Empower Advisory Group, LLC 0.22% Add +5.3% 189,397 $64.6M
EULAV Asset Management 1.54% No change 187,261 $63.8M
Ensign Peak Advisors, Inc 0.11% Reduce -10.2% 175,683 $59.9M
TimesSquare Capital Management, LLC 0.86% Add +62.6% 172,538 $58.8M
Baird Financial Group, Inc. 0.11% Reduce -12.0% 161,236 $55.0M
Bessemer Group Inc. 0.09% Add +0.3% 160,039 $54.6M
Nuveen Asset Management, LLC 0.02% Reduce -10.0% 157,609 $53.7M
Bank of America Corp. 0.00% Reduce -45.0% 155,021 $52.9M
Swedbank AB 0.06% Reduce -4.0% 142,187 $48.5M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -7.1% 133,727 $45.6M
Villere St Denis J & Co. LLC 4.15% Reduce -1.9% 131,948 $45.0M
Royal Bank of Canada 0.01% Add +18.5% 131,177 $44.7M
Copeland Capital Management, LLC 0.81% Reduce -5.5% 127,176 $43.4M
Handelsbanken Fonder AB 0.16% Reduce -40.1% 126,344 $43.1M
Conestoga Capital Advisors, LLC 0.56% Add +31.7% 124,698 $42.5M
Aviva PLC 0.11% Reduce -23.6% 123,692 $42.2M
Caledonia Investments PLC 4.96% No change 121,687 $41.5M
Premier Fund Managers Ltd 1.45% No change 120,000 $40.7M
Stephens Investment Management Group LLC 0.52% Reduce -2.1% 114,623 $39.1M
Swiss National Bank 0.02% Reduce -4.8% 108,083 $36.8M
Norges Bank 0.00% Add +9.7% 106,186 $36.2M
T. Rowe Price Associates Inc. 0.00% Reduce -58.6% 105,691 $36.0M
Fenimore Asset Management Inc 0.72% Reduce -0.2% 99,864 $34.0M
Stifel Financial Corp. 0.03% Reduce -1.7% 97,547 $33.3M
Formuepleje A/S 1.78% Reduce -0.1% 96,584 $32.9M
Sei Investments Co. 0.04% Reduce -0.5% 92,495 $31.5M
Principal Financial Group Inc. 0.02% Add +4.6% 88,583 $30.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.0% 86,760 $29.6M
Geneva Capital Management LLC 0.50% Reduce -7.4% 85,039 $29.0M
HSBC Holdings PLC 0.02% Reduce -1.7% 82,239 $28.0M
Barclays PLC 0.01% Add +0.8% 81,150 $27.7M
ArrowMark Colorado Holdings LLC 0.36% Reduce -4.1% 79,516 $27.1M
Rhumbline Advisers 0.02% Reduce -2.4% 77,099 $26.3M
Federated Hermes, Inc. 0.06% Add +39564.9% 75,760 $25.8M
BNP Paribas Financial Markets 0.02% Add +71.5% 74,374 $25.4M
Wilkinson Global Asset Management LLC 1.53% Reduce -1.2% 73,216 $25.0M
Bridges Investment Management Inc. 0.33% Reduce -1.2% 68,802 $23.5M
California State Teachers Retirement System 0.03% Reduce -3.0% 65,979 $22.5M
California Public Employees Retirement System 0.01% Reduce -5.3% 65,939 $22.5M
Dearborn Partners LLC 0.88% Reduce -2.9% 61,729 $21.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +5.2% 60,334 $20.3M
Royce & Associates LP 0.19% Reduce -0.0% 59,624 $20.3M
Benjamin Edwards Inc. 0.28% Reduce -0.1% 57,767 $19.7M
Victory Capital Management Inc. 0.02% Add +79.3% 53,081 $18.1M
FMR LLC 0.00% Add +1.1% 51,535 $17.6M
Curi Capital, LLC 0.40% Add +0.7% 51,164 $17.4M
Natixis Advisors, LLC 0.03% Reduce -7.3% 50,853 $17.3M
Advisors Capital Management, LLC 0.27% Add +0.5% 50,263 $17.1M
Tokio Marine Asset Management Co. Ltd. 0.59% Add +28.5% 49,056 $16.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -39.3% 48,971 $16.7M
BLI - Banque de Luxembourg Investments 0.43% — 47,000 $16.0M
Storebrand Asset Management As 0.05% Reduce -45.5% 43,912 $15.0M
Public Employees Retirement Association of Colorado 0.06% No change 41,630 $14.2M
LPL Financial LLC 0.01% Add +7.8% 41,596 $14.2M
Schonfeld Strategic Advisors LLC 0.09% Add +129.0% 40,712 $13.9M
Thrivent Financial for Lutherans 0.03% Reduce -6.0% 40,173 $13.7M
Allspring Global Investments Holdings, LLC 0.02% Add +816.8% 40,860 $13.6M
Congress Asset Management Co. 0.09% Reduce -87.6% 39,789 $13.6M
Waters Parkerson & Co., LLC 0.70% Add +16.1% 38,700 $13.2M
Eventide Asset Management, LLC 0.24% Reduce -76.9% 38,118 $13.0M
Alliancebernstein L.P. 0.00% Reduce -3.3% 37,577 $12.8M
Focus Partners Wealth 0.03% Add +908.5% 37,447 $12.8M
Jennison Associates LLC 0.01% New 37,352 $12.7M
Thornburg Investment Management Inc. 0.17% Reduce -0.5% 36,579 $12.5M
United Capital Financial Advisors, LLC 0.10% Reduce -10.5% 35,980 $12.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +0.7% 35,060 $12.0M
Allianz Asset Management GmbH 0.02% Reduce -5.8% 34,921 $11.9M
Russell Investments Group, Ltd. 0.02% Reduce -2.2% 34,744 $11.8M
Manchester Global Management (UK) Ltd 1.54% New 34,300 $11.7M
Corient Private Wealth LP 0.02% Reduce -47.3% 34,157 $11.6M
JGP Wealth Management, LLC 1.50% Add +4.9% 34,027 $11.6M
Rice Hall James & Associates, LLC 0.64% Reduce -7.9% 33,967 $11.6M
Bank of Montreal 0.01% Reduce -0.9% 33,442 $11.4M
State Board of Administration of Florida Retirement System 0.02% Add +3.8% 32,969 $11.2M
Osborne Partners Capital Management, LLC 0.65% Add +1.6% 32,763 $11.2M
New York State Teachers Retirement System 0.02% Reduce -3.4% 30,455 $10.4M
Asset Management One Co., Ltd. 0.04% Reduce -9.3% 30,191 $10.4M
Wedgewood Partners Inc. 2.00% Reduce -11.1% 29,810 $10.2M
Townsquare Capital LLC 0.11% Reduce -7.1% 28,603 $9.8M
Alta Capital Management LLC/ 0.58% Add +0.2% 28,417 $9.7M
Susquehanna International Group, LLP 0.01% Add +127.2% 28,324 $9.7M
UNIVEST FINANCIAL Corp 0.61% Add +1.0% 28,305 $9.7M
State of Wisconsin Investment Board 0.02% Add +4.7% 27,669 $9.4M
Kennedy Capital Management LLC 0.21% Reduce -3.0% 27,240 $9.3M
CANADA LIFE ASSURANCE Co 0.02% Add +2.8% 26,991 $9.2M
King Luther Capital Management Corp. 0.04% Add +5.4% 26,869 $9.2M
GW&K Investment Management, LLC 0.08% Reduce -0.0% 26,763 $9.1M
Voya Investment Management LLC 0.01% Add +7.0% 25,925 $8.8M
Truist Financial Corp. 0.01% Reduce -3.2% 25,760 $8.8M
Comerica Bank 0.03% Add +8.1% 24,704 $8.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% — 24,582 $8.4M
Janney Montgomery Scott LLC 0.02% New 24,326 $8.3M
Franklin Resources Inc. 0.00% Add +13.0% 24,302 $8.3M
Concentric Capital Strategies, LP 0.52% New 24,261 $8.3M
Man Group plc 0.03% Reduce -71.0% 23,504 $8.0M
New York State Common Retirement Fund 0.01% Reduce -9.3% 23,001 $7.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.8% 22,806 $7.8M
Ameriprise Financial Inc. 0.00% Reduce -24.7% 22,699 $7.7M
Logan Capital Management Inc. 0.32% Reduce -6.0% 22,206 $7.6M
Fiera Capital Corp 0.02% Add +120.0% 22,000 $7.5M
Assenagon Asset Management S.A. 0.01% Add +113.2% 21,810 $7.4M
CI Investments Inc. 0.03% Reduce -4.1% 21,502 $7.3M
Royal London Asset Management Ltd. 0.02% Add +4.8% 21,222 $7.2M
SVB Wealth LLC 0.13% New 21,181 $7.2M
Fieldview Capital Management, LLC 1.10% — 20,880 $7.1M
HRT Financial LP 0.04% Add +1446.8% 20,774 $7.1M
Toronto Dominion Bank 0.01% Add +49.4% 20,395 $7.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.6% 20,296 $6.9M
Nomura Asset Management Co. Ltd. 0.02% Add +0.6% 19,946 $6.8M
Citigroup Inc. 0.01% Reduce -23.7% 19,778 $6.7M
Centaurus Financial, Inc. 0.41% Reduce -3.1% 19,733 $6.7M
APG Asset Management N.V. 0.02% New 20,200 $6.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -3.3% 19,471 $6.6M
Prudential Financial Inc. 0.01% Reduce -20.5% 18,822 $6.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 18,813 $6.4M
Prospect Capital Advisors, LLC 3.70% Reduce -22.8% 18,720 $6.4M
National Bank of Canada 0.01% Add +14.8% 17,878 $6.1M
Johnson Investment Counsel Inc. 0.06% Add +8.1% 17,863 $6.1M
Hancock Whitney Corp. 0.19% Reduce -1.6% 17,757 $6.1M
Nisa Investment Advisors, LLC 0.02% Add +0.3% 17,578 $6.0M
Korea Investment CORP 0.01% Add +116.0% 17,500 $6.0M
Academy Capital Management 0.97% Reduce -0.9% 17,481 $6.0M
DekaBank Deutsche Girozentrale 0.01% No change 16,853 $5.7M
Treasurer of the State of North Carolina 0.02% Add +0.4% 16,818 $5.7M
Captrust Financial Advisors 0.02% Add +1.7% 16,654 $5.7M
Verition Fund Management LLC 0.03% Add +125.4% 16,210 $5.5M
Bell Asset Management Ltd 0.99% Reduce -12.2% 15,930 $5.4M
Mn Services Vermogensbeheer B.V. 0.04% Add +5.4% 15,700 $5.4M
Aberdeen Group plc 0.01% Reduce -16.8% 15,595 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Reduce -0.1% 15,258 $5.2M
Osaic Holdings, Inc. 0.01% Reduce -6.9% 15,457 $5.2M
Torray Investment Partners LLC 0.71% Add +1.0% 14,580 $5.0M
Hamilton Point Investment Advisors, LLC 0.87% Add +11.3% 14,149 $4.8M
Orion Porfolio Solutions, LLC 0.05% Reduce -5.2% 14,049 $4.8M
Orion Portfolio Solutions, LLC 0.05% Reduce -5.2% 14,049 $4.8M
State of New Jersey Common Pension Fund D 0.02% No change 14,003 $4.8M
Public Employees Retirement System of Ohio 0.02% Reduce -3.6% 13,693 $4.7M
Cullen Investment Group, LTD. 0.68% Add +0.5% 13,619 $4.6M
NewEdge Wealth, LLC 0.08% Reduce -10.1% 13,586 $4.6M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -10.1% 13,542 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% — 13,450 $4.6M
Danske Bank A/S 0.01% Reduce -7.6% 13,419 $4.6M
Credit Agricole S A 0.02% Add +152.4% 13,359 $4.6M
Baron Capital (BAMCO) 0.01% No change 12,665 $4.3M
Sanctuary Advisors, LLC 0.03% Reduce -4.4% 12,355 $4.3M
KLP Kapitalforvaltning As 0.02% — 12,500 $4.3M
Prudential PLC 0.02% Add +84.9% 12,363 $4.2M
Wealthfront Advisers LLC 0.01% Add +27.0% 12,214 $4.2M
Mediolanum International Funds Ltd 0.05% Reduce -44.8% 12,098 $4.1M
Atria Investments, Inc 0.05% Reduce -18.1% 11,936 $4.1M
State of Michigan Retirement System 0.02% No change 11,889 $4.1M
Resona Asset Management Co.,Ltd. 0.02% Reduce -1.7% 11,832 $4.0M
First Trust Advisors LP 0.00% Reduce -91.8% 11,713 $4.0M
MetLife Investment Management, LLC 0.02% Add +0.6% 11,703 $4.0M
Aristotle Capital Boston, LLC 0.15% Reduce -10.3% 11,640 $4.0M
Arizona State Retirement System 0.02% Add +1.1% 11,101 $3.8M
Marshall Wace, LLP 0.00% Add +106.3% 11,081 $3.8M
Rockefeller Capital Management L.P. 0.01% Reduce -1.9% 10,917 $3.7M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -2.7% 10,667 $3.6M
Chou Associates Management Inc. 2.53% No change 10,636 $3.6M
M&G PLC 0.02% Add +0.0% 10,454 $3.6M
2Xideas AG 0.47% Reduce -58.9% 10,269 $3.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +14.1% 9,694 $3.3M
Litman Gregory Wealth Management LLC 0.28% Reduce -0.3% 9,462 $3.2M
Corebridge Financial, Inc. 0.02% Reduce -6.3% 9,434 $3.2M
New York Life Investment Management LLC 0.03% Reduce -4.0% 9,255 $3.2M
Cetera Investment Advisers 0.01% Add +16.0% 9,242 $3.2M
Oppenheimer Asset Management Inc. 0.04% Reduce -29.7% 9,134 $3.1M
Pathstone Holdings, LLC 0.01% Add +3.5% 8,728 $3.0M
Azzad Asset Management Inc. 0.57% Reduce -0.1% 8,640 $2.9M
Hantz Financial Services, Inc. 0.05% Reduce -72.8% 8,634 $2.9M
Illinois Municipal Retirement Fund 0.04% Reduce -17.6% 8,584 $2.9M
Xponance LLC 0.03% Reduce -0.7% 8,525 $2.9M
Silvant Capital Management LLC 0.12% No change 8,518 $2.9M
Forsta Ap-Fonden 0.02% No change 8,500 $2.9M
Concurrent Investment Advisors, LLC 0.08% Reduce -1.7% 8,477 $2.9M
Czech National Bank 0.03% Add +5.9% 8,252 $2.8M
Retirement Systems of Alabama 0.01% Reduce -1.1% 8,240 $2.8M
Generali Asset Management SPA SGR 0.07% — 8,227 $2.8M
Pinebridge Investments, L.P. 0.02% Add +11.7% 8,214 $2.8M
Van Eck Associates Corp. 0.00% Reduce -9.8% 8,141 $2.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.8% 8,092 $2.8M
US Bancorp \de 0.00% Reduce -27.5% 8,013 $2.7M
STRS Ohio 0.01% No change 8,000 $2.7M
Mariner, LLC 0.00% Reduce -3.2% 7,980 $2.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -27.5% 7,898 $2.7M
Amalgamated Bank 0.02% Reduce -2.1% 7,830 $2.7M
CW Advisors, LLC 0.04% Reduce -81.7% 7,829 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -7.2% 7,823 $2.7M
First National Bank of Omaha 0.17% Reduce -6.1% 7,638 $2.6M
Quantinno Capital Management LP 0.03% Add +139.9% 7,618 $2.6M
IFM Investors Pty Ltd 0.03% Reduce -7.0% 7,418 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +14.5% 7,325 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +3.7% 7,150 $2.4M
Winmill & Co. Inc. 0.79% No change 7,149 $2.4M
Heron Bay Capital Management 0.51% Add +2.4% 7,128 $2.4M
First National Advisers, LLC 0.39% Add +1.4% 7,117 $2.4M
Brant Point Investment Management LLC 0.57% Add +132.6% 7,000 $2.4M
TD Private Client Wealth LLC 0.07% Reduce -4.2% 6,943 $2.4M
Synovus Financial Corp. 0.03% Add +1.7% 6,886 $2.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.3% 6,782 $2.3M
Tidal Investments LLC 0.02% Add +0.5% 6,696 $2.3M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.0% 6,599 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -20.5% 6,633 $2.3M
Financial Counselors Inc. 0.03% Reduce -11.5% 6,515 $2.2M
Marks Group Wealth Management, Inc 0.22% Add +7.0% 6,510 $2.2M
MML Investors Services, LLC 0.01% Add +2.3% 6,488 $2.2M
Aurora Investment Counsel 1.19% Add +25.6% 6,374 $2.2M
DNB Asset Management AS 0.01% Add +4.3% 6,312 $2.2M
Regions Financial Corp. 0.02% Reduce -10.6% 6,252 $2.1M
First Hawaiian Bank 0.07% Reduce -41.7% 6,195 $2.1M
Utah Retirement Systems 0.02% No change 6,163 $2.1M
Edgestream Partners, L.P. 0.09% New 6,111 $2.1M
Stratos Wealth Partners, LTD. 0.03% Add +7.6% 6,011 $2.0M
Cibc World Markets Corp. 0.01% Add +14.4% 5,990 $2.0M
Polen Capital Management LLC 0.01% Add +62.4% 5,962 $2.0M
WCM Investment Management, LLC 0.00% Reduce -5.3% 5,945 $2.0M
CIBC Asset Management Inc 0.01% Add +3.9% 5,818 $2.0M
Settian Capital LP 1.42% No change 5,775 $2.0M
UniSuper Management Pty Ltd 0.01% Add +19.6% 5,767 $2.0M
Ameritas Investment Partners, Inc. 0.06% Add +12.0% 5,734 $2.0M
&partners 0.02% Add +24.0% 5,767 $1.9M
Diligent Investors, LLC 0.45% Reduce -2.7% 5,704 $1.9M
Campbell & CO Investment Adviser LLC 0.15% Reduce -29.1% 5,622 $1.9M
O'shaughnessy Asset Management, LLC 0.02% Add +5.0% 5,594 $1.9M
Vontobel Holding Ltd. 0.01% Add +457.6% 5,548 $1.9M
Bennett Selby Investments LP 0.75% Reduce -0.0% 5,538 $1.9M
KBC Group NV 0.01% Reduce -17.6% 5,517 $1.9M
M&T Bank Corp 0.01% Reduce -3.1% 5,511 $1.9M
ProShare Advisors LLC 0.00% Add +14.1% 5,508 $1.9M
Diversify Wealth Management, LLC 0.15% Add +19.9% 5,744 $1.9M
Union Bancaire Privee, UBP SA 0.03% — 5,416 $1.9M
K.J. Harrison & Partners Inc 0.29% Reduce -8.2% 5,600 $1.9M
Creative Planning 0.00% Reduce -4.3% 5,438 $1.9M
Guggenheim Capital LLC 0.02% Add +37.5% 5,409 $1.8M
Abacus FCF Advisors LLC 0.24% Add +68.4% 5,338 $1.8M
Janus Henderson Group PLC 0.00% Add +11.1% 5,213 $1.8M
Millennium Management 0.00% Reduce -37.0% 5,146 $1.8M
Bank of Nova Scotia 0.00% Add +3.8% 5,085 $1.7M
Harbor Capital Advisors, Inc. 0.07% Add +3.1% 5,028 $1.7M
Sumitomo Life Insurance Co. 0.03% Reduce -1.9% 5,025 $1.7M
Daiwa Securities Group Inc. 0.01% Add +8.2% 5,024 $1.7M
KP Management LLC 0.60% No change 5,000 $1.7M
Barbara Oil Co. 0.70% No change 4,970 $1.7M
State of Tennessee, Department of Treasury 0.01% Reduce -5.3% 4,965 $1.7M
ING Groep NV 0.01% New 4,861 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -2.9% 4,819 $1.6M
Public Sector Pension Investment Board 0.01% Add +181.4% 4,765 $1.6M
Campbell Newman Asset Management Inc. 0.13% Reduce -1.4% 4,710 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.4% 4,566 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -3.3% 4,561 $1.6M
Weik Capital Management 0.62% No change 4,500 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +27.7% 4,395 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.9% 4,366 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -2.4% 4,342 $1.5M
Hilton Capital Management, LLC 0.13% Add +4.4% 4,288 $1.5M
Avanza Fonder AB 0.04% — 4,273 $1.5M
Swiss Life Asset Management Ltd 0.01% Add +81.7% 4,271 $1.5M
Henshaw Capital LLC 0.06% No change 4,095 $1.4M
Cibc World Market Inc. 0.00% Add +598.5% 4,072 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.3% 4,004 $1.4M
HighTower Advisors, LLC 0.00% Add +1.6% 3,976 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +9.7% 3,912 $1.3M
Integrated Wealth Concepts LLC 0.02% Add +1.4% 3,868 $1.3M
Worldquant Millennium Advisors LLC 0.01% New 3,787 $1.3M
Landscape Capital Management, L.L.C. 0.14% Add +104.0% 3,778 $1.3M
Ontario Teachers Pension Plan Board 0.02% Add +111.8% 3,741 $1.3M
Robeco Institutional Asset Management B.V. 0.00% Add +15.3% 3,737 $1.3M
Taylor Frigon Capital Management LLC 0.63% Reduce -1.4% 3,650 $1.2M
Tower Research Capital LLC (TRC) 0.02% Add +198.2% 3,614 $1.2M
Mizuho Securities USA LLC 0.02% Add +45.4% 3,607 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -2.5% 3,587 $1.2M
Investment Advisory Services Inc. /TX 0.43% Reduce -3.3% 3,582 $1.2M
Merit Financial Group, LLC 0.02% Add +22.6% 3,579 $1.2M
Rafferty Asset Management, LLC 0.00% Add +12.6% 3,547 $1.2M
Waratah Capital Advisors Ltd. 0.07% Reduce -24.8% 3,515 $1.2M
Inspire Investing, LLC 0.13% Add +0.5% 3,436 $1.2M
Meridian Wealth Management, LLC 0.05% Reduce -0.4% 3,385 $1.2M
Leonteq Securities AG 0.11% New 3,288 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.0% 3,278 $1.1M
Jefferies Financial Group Inc. 0.01% No change 3,274 $1.1M
Intrust Bank NA 0.11% Reduce -11.3% 3,271 $1.1M
Achmea Investment Management B.V. 0.02% Reduce -49.1% 3,259 $1.1M
Natixis 0.01% Add +4454.9% 3,234 $1.1M
Allianz SE 0.03% No change 3,236 $1.1M
AQR Capital Management 0.00% Add +10.6% 3,202 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -5.9% 3,183 $1.1M
Norden Group LLC 0.12% Reduce -29.2% 3,121 $1.1M
Group One Trading LLC 0.04% Reduce -26.1% 3,102 $1.1M
Gulf International Bank (UK) Ltd 0.03% No change 3,070 $1.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.03% New 3,023 $1.0M
Jane Street Group, LLC 0.00% Reduce -43.9% 3,003 $1.0M
Tredje AP-fonden 0.01% Reduce -50.0% 2,988 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.47% Add +6.5% 2,958 $1.0M
Cim, LLC 0.14% Add +2.3% 2,955 $1.0M
CHICAGO TRUST Co NA 0.18% Reduce -3.4% 2,885 $984K
Teachers Retirement System of the State of Kentucky 0.01% No change 2,882 $982K
Bancreek Capital Management, LP 0.94% Reduce -84.0% 2,830 $965K
Chesley Taft & Associates LLC 0.04% New 2,817 $960K
Schroder Investment Management Group 0.00% Reduce -19.7% 2,826 $959K
Gotham Asset Management 0.01% Add +261.1% 2,719 $927K
Cerity Partners LLC 0.00% Add +11.5% 2,523 $914K
Oddo BHF Asset Management Sas 0.05% Add +31.9% 2,678 $913K
Kentucky Retirement Systems 0.03% Reduce -1.4% 2,629 $896K
Fulton Bank, N.A. 0.03% Add +17.5% 2,618 $893K
Portside Wealth Group, LLC 0.15% Reduce -16.0% 2,605 $888K
Choreo, LLC 0.01% Add +349.4% 2,557 $868K
LVW Advisors, LLC 0.10% Reduce -7.4% 2,514 $857K
Commerce Bank 0.01% Add +0.0% 2,476 $844K
Banque Pictet & Cie SA 0.01% No change 2,450 $835K
First Citizens Bank & Trust Co. 0.02% Add +5.7% 2,418 $824K
Signal Advisors Wealth, LLC 0.09% Add +13.9% 2,409 $821K
Aptus Capital Advisors, LLC 0.01% Reduce -9.5% 2,393 $816K
Cresset Asset Management, LLC 0.00% Reduce -55.2% 2,375 $810K
Hartford Investment Management Co. 0.03% Reduce -1.9% 2,357 $804K
Advisory Services Network, LLC 0.01% Add +5.5% 2,335 $796K
Gibbs Wealth Management 0.21% Add +21.3% 2,302 $785K
Level Four Advisory Services, LLC 0.03% Reduce -10.0% 2,298 $784K
Sequoia Financial Advisors, LLC 0.01% Add +3.7% 2,280 $777K
Walleye Trading LLC 0.02% Add +284.6% 2,273 $775K
Bahl & Gaynor LLC 0.00% No change 2,262 $771K
Metis Global Partners, LLC 0.02% Add +4.7% 2,256 $769K
Equitable Trust Co. 0.04% Add +0.8% 2,243 $765K
Park Avenue Securities LLC 0.01% Reduce -10.9% 2,241 $764K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -18.9% 2,195 $749K
Alliance Wealth Advisors, LLC 0.19% Reduce -22.3% 2,171 $740K
Great Lakes Advisors, LLC 0.01% Reduce -0.1% 2,150 $733K
WINTON GROUP Ltd 0.05% Add +14.9% 2,149 $733K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,025 $729K
Fiducient Advisors LLC 0.09% New 2,117 $722K
Thoroughbred Financial Services, LLC 0.04% Reduce -10.1% 2,116 $721K
Lecap Asset Management Ltd. 0.19% New 2,102 $717K
Mission Wealth Management, LP 0.02% Reduce -19.3% 2,076 $708K
Fuller & Thaler Asset Management, Inc. 0.00% Add +73.6% 2,064 $704K
Securian Asset Management, Inc. 0.02% No change 2,058 $702K
DF Dent & Co. Inc. 0.01% Reduce -5.1% 2,041 $696K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -30.6% 2,021 $689K
Sigma Planning Corp 0.02% Add +9.0% 2,020 $689K
Louisiana State Employees Retirement System 0.01% Reduce -9.1% 2,000 $682K
Maryland State Retirement & Pension System 0.01% Reduce -6.7% 1,990 $678K
Impact Capital Partners LLC 0.24% — 1,944 $663K
Penobscot Investment Management Company, Inc. 0.06% Reduce -32.0% 1,930 $658K
L. Roy Papp & Associates, LLP 0.08% New 1,915 $653K
Bayesian Capital Management, LP 0.08% Add +48.2% 1,913 $652K
Zacks Investment Management 0.01% Reduce -1.0% 1,898 $647K
Wealthspire Advisors, LLC 0.01% Reduce -5.0% 1,882 $642K
Blueshift Asset Management, LLC 0.23% Add +82.5% 1,825 $622K
Avantax Advisory Services, Inc. 0.00% Reduce -6.4% 1,808 $616K
Sepio Capital, LP 0.05% Reduce -0.1% 1,806 $616K
New Mexico Educational Retirement Board 0.02% Reduce -5.3% 1,800 $614K
Norinchukin Bank, The 0.01% Add +11.0% 1,791 $611K
Everpar Advisors LLC 0.31% Reduce -0.5% 1,778 $606K
Aureus Asset Management, LLC 0.04% No change 1,771 $604K
Flputnam Investment Management Co. 0.01% Reduce -15.2% 1,749 $596K
RiverPark Advisors, LLC 0.47% Reduce -11.4% 1,741 $594K
Crestline Management, L.P. 0.02% New 1,735 $592K
Kestra Advisory Services, LLC 0.00% Reduce -28.7% 1,734 $591K
Liontrust Investment Partners LLP 0.01% No change 1,696 $578K
Commonwealth Equity Services, LLC 0.00% Reduce -3.8% 1,681 $573K
Knollwood Investment Advisory, LLC 0.06% No change 1,655 $564K
Compound Planning, Inc. 0.03% Add +5.8% 1,653 $563K
PAX Financial Group, LLC 0.10% Reduce -3.3% 1,650 $563K
American National Bank & Trust 0.06% Reduce -6.2% 1,634 $557K
OMERS ADMINISTRATION Corp 0.00% Add +20.0% 1,613 $550K
CenterBook Partners LP 0.03% New 1,608 $548K
First Bank & Trust 0.10% Add +1.2% 1,599 $545K
Nicolet Advisory Services, LLC 0.05% Reduce -6.1% 1,666 $544K
Old National Bancorp 0.01% Reduce -2.7% 1,578 $538K
DAVENPORT & Co LLC 0.00% Add +0.1% 1,576 $537K
Panagora Asset Management Inc. 0.00% Reduce -7.1% 1,573 $536K
Mackenzie Financial Corp. 0.00% Add +1.0% 1,572 $536K
Wallace Advisory Group, LLC 0.37% Add +4.8% 1,411 $532K
Apollon Wealth Management, LLC 0.01% Add +7.4% 1,539 $525K
Bryce Point Capital, LLC 0.15% — 1,520 $518K
One Wealth Advisors, LLC 0.08% Reduce -17.0% 1,512 $516K
TrinityPoint Wealth, LLC 0.07% Reduce -1.3% 1,497 $510K
Fifth Third Bancorp 0.00% Reduce -4.3% 1,490 $508K
JT Stratford LLC 0.08% New 1,484 $506K
Teza Capital Management LLC 0.08% Add +73.2% 1,467 $500K
EverSource Wealth Advisors, LLC 0.03% Add +1.3% 1,464 $499K
Tyche Wealth Partners LLC 0.11% New 1,464 $499K
First Commonwealth Financial Corp 0.12% Reduce -24.2% 1,463 $499K
Farther Finance Advisors, LLC 0.02% Reduce -6.0% 1,442 $492K
Private Advisor Group, LLC 0.00% Reduce -8.5% 1,429 $487K
Argent Trust Co 0.02% Add +17.8% 1,421 $484K
Bath Savings Trust Co 0.05% Reduce -23.8% 1,412 $481K
Foundations Investment Advisors, LLC 0.01% Add +1.8% 1,410 $481K
Roberts Capital Advisors, LLC 0.40% No change 1,406 $479K
E. Ohman J:or Asset Management AB 0.01% No change 1,400 $477K
Elevation Point Wealth Partners, LLC 0.04% Reduce -55.1% 1,371 $467K
AdvisorShares Investments LLC 0.09% New 1,350 $460K
Wolverine Trading, LLC 0.01% Add +93.4% 1,354 $459K
Ossiam 0.01% Reduce -30.5% 1,341 $457K
Strong Tower Advisory Services 0.12% Add +8.3% 1,337 $456K
Advisor OS, LLC 0.05% Reduce -45.5% 1,323 $451K
Glenmede Trust Co. NA 0.00% Add +18.1% 1,320 $450K
Ascent Group, LLC 0.03% Reduce -16.6% 1,310 $447K
Heritage Family Offices, LLP 0.22% Add +1.2% 1,293 $441K
Jump Financial, LLC 0.01% Add +49.3% 1,287 $439K
Perennial Investment Advisors, LLC 0.05% Add +5.2% 1,284 $438K
Vident Advisory, LLC 0.01% Add +11.7% 1,282 $437K
Gateway Investment Advisers LLC 0.00% Add +16.4% 1,269 $433K
Intech Investment Management LLC 0.00% Add +134.8% 1,261 $430K
Nomura Holdings Inc. 0.00% New 1,258 $429K
Y.D. More Investments Ltd 0.04% Add +720.0% 1,230 $419K
Cim Investment Management Inc. 0.12% Add +0.5% 1,217 $415K
Ashton Thomas Private Wealth, LLC 0.02% New 1,208 $412K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 1,207 $412K
Scientech Research LLC 0.11% Add +5.3% 1,173 $400K
Weaver Capital Management LLC 0.11% Add +0.2% 1,163 $397K
Wealth Alliance, LLC 0.05% Reduce -2.3% 1,154 $393K
HB Wealth Management, LLC 0.00% Add +0.3% 1,148 $391K
Diversify Advisory Services, LLC 0.02% Reduce -18.9% 1,195 $390K
Verity & Verity, LLC 0.04% Add +19.7% 1,130 $385K
Gitterman Wealth Management, LLC 0.16% Add +52.9% 1,127 $385K
V-Square Quantitative Management LLC 0.05% Reduce -1.7% 1,127 $384K
WoodTrust Financial Corp 0.05% Reduce -67.6% 1,125 $384K
Venturi Wealth Management, LLC 0.02% Add +4.0% 1,122 $383K
Allstate Corp. 0.01% New 1,121 $382K
Empirical Finance, LLC 0.02% Reduce -0.1% 1,102 $376K
Fayez Sarofim & Co 0.00% Reduce -43.7% 1,096 $374K
Park Place Capital Corp 0.10% Reduce -19.7% 1,090 $372K
Regal Investment Advisors LLC 0.03% Add +15.9% 1,080 $368K
Snowden Capital Advisors LLC 0.01% Reduce -3.2% 1,080 $368K
Axxcess Wealth Management, LLC 0.01% Reduce -34.0% 1,077 $367K
Parallel Advisors, LLC 0.01% Add +0.8% 1,076 $367K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 1,058 $361K
Tritonpoint Wealth, LLC 0.03% Reduce -0.7% 1,048 $357K
Vise Technologies, Inc. 0.03% New 1,037 $354K
Investment Management Corp of Ontario 0.01% Reduce -16.2% 1,036 $353K
Bayforest Capital Ltd 0.44% — 1,031 $352K
Oak Associates Ltd. 0.02% No change 1,030 $351K
Maverick Capital 0.01% New 1,025 $349K
Squarepoint Ops LLC 0.00% Reduce -0.8% 1,023 $349K
Tributary Capital Management, LLC 0.03% Reduce -4.7% 1,020 $348K
Yarbrough Capital, LLC 0.01% No change 1,020 $348K
Algert Global LLC 0.01% New 1,020 $348K
First Merchants Corp. 0.01% Reduce -8.3% 1,019 $347K
Principal Securities, Inc. 0.01% Reduce -0.3% 1,019 $347K
Arkadios Wealth Advisors 0.02% Reduce -8.6% 1,008 $344K
Keybank National Association 0.00% Reduce -59.4% 1,001 $341K
Institute for Wealth Management, LLC. 0.04% Add +22.6% 998 $340K
Mercer Global Advisors Inc. 0.00% Reduce -38.2% 991 $338K
Ostrum Asset Management 0.03% Reduce -3.8% 978 $333K
Steward Partners Investment Advisory, LLC 0.00% Add +22.7% 972 $331K
CWA Asset Management Group, LLC 0.02% Reduce -51.0% 957 $326K
Soltis Investment Advisors LLC 0.03% Reduce -13.2% 953 $325K
Praxis Investment Management Inc. 0.02% New 950 $324K
Woodline Partners LP 0.00% New 948 $323K
IFG Advisory, LLC 0.02% New 948 $323K
Riverwater Partners LLC 0.16% Add +0.8% 941 $321K
LBP Am SA 0.00% No change 937 $319K
Hills Bank & Trust Co 0.02% Reduce -1.6% 930 $317K
Profund Advisors LLC 0.01% Add +21.3% 923 $315K
Cullen Capital Management, LLC 0.00% Reduce -45.8% 923 $315K
Chicago Capital, LLC 0.01% No change 920 $314K
Pitcairn Co. 0.02% Reduce -15.4% 919 $313K
Washington Trust Bank 0.03% Reduce -3.7% 914 $312K
Belpointe Asset Management LLC 0.02% Reduce -1.3% 886 $312K
Cynosure Group, LLC 0.05% Reduce -18.3% 906 $309K
Coldstream Capital Management Inc. 0.01% Add +1.0% 901 $307K
Second Line Capital, LLC 0.08% Add +4.1% 888 $303K
Wahed Invest LLC 0.05% Reduce -2.3% 884 $301K
Candriam S.C.A. 0.00% Reduce -13.0% 867 $296K
Clearstead Advisors, LLC 0.00% Reduce -0.9% 865 $295K
First Horizon Advisors, Inc. 0.01% Reduce -6.2% 863 $294K
Covenant Partners, LLC 0.09% Reduce -2.5% 857 $292K
Cwm, LLC 0.00% Add +9.3% 849 $290K
OneAscent Financial Services LLC 0.02% Reduce -21.7% 843 $287K
Summit Creek Advisors LLC 0.04% No change 838 $286K
Koshinski Asset Management, Inc. 0.02% Add +3.3% 814 $278K
Ellis Investment Partners, LLC 0.05% No change 805 $274K
Harbor Investment Advisory, LLC 0.03% New 800 $273K
World Equity Group, Inc. 0.06% New 798 $272K
Stephens Inc. 0.00% Reduce -16.5% 792 $270K
Gen-Wealth Partners Inc 0.12% No change 788 $269K
Jones Financial Companies LLLP 0.00% Add +8.4% 786 $268K
Huntington National Bank 0.00% Add +15.3% 784 $267K
CNB Bank 0.12% Add +0.6% 784 $267K
Ballentine Partners, LLC 0.00% Add +22.5% 783 $267K
GAMMA Investing LLC 0.02% Add +92.0% 772 $263K
Two Sigma Securities, LLC 0.05% Reduce -28.5% 761 $259K
Assetmark, Inc. 0.00% Add +2.7% 759 $259K
Capstone Investment Advisors, LLC 0.00% Add +24.4% 754 $257K
Vestcor Inc 0.01% No change 754 $257K
Global Retirement Partners, LLC 0.01% Add +298.4% 749 $255K
PUREfi Wealth, LLC 0.25% — 735 $251K
Waverly Advisors, LLC 0.00% New 735 $251K
Thompson Investment Management, Inc. 0.04% Reduce -6.5% 725 $247K
FourThought Financial Partners, LLC 0.03% New 723 $247K
QRG Capital Management, Inc. 0.00% Add +8.3% 714 $243K
Net Worth Advisory Group 0.07% Add +0.4% 705 $240K
Bleakley Financial Group, LLC 0.01% Add +0.7% 704 $240K
Fidelis Capital Partners, LLC 0.02% Reduce -1.4% 710 $240K
AlphaQuest LLC 0.03% Reduce -32.9% 698 $238K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.09% Reduce -37.0% 700 $238K
Summit Trail Advisors, LLC 0.01% Add +10.8% 690 $235K
Moody Aldrich Partners LLC 0.04% Reduce -0.4% 689 $235K
Thrive Wealth Management, LLC 0.04% Reduce -25.3% 681 $232K
Tiaa Trust, National Association 0.00% Add +0.3% 679 $231K
American Trust 0.02% No change 674 $230K
Canada Post Corp Registered Pension Plan 0.01% — 670 $228K
OneDigital Investment Advisors LLC 0.00% Add +4.0% 668 $228K
Acadian Asset Management LLC 0.00% New 668 $227K
Hutchens & Kramer Investment Management Group, LLC 0.12% No change 665 $227K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -1.9% 658 $224K
Associated Banc-Corp 0.01% Add +1.1% 654 $223K
LRI Investments, LLC 0.02% Add +4.5% 653 $223K
ELCO Management Co., LLC 0.12% Reduce -30.4% 647 $221K
Cary Street Partners Investment Advisory LLC 0.14% Reduce -25.6% 645 $220K
True North Advisors, LLC 0.05% New 635 $216K
Waterloo Capital, L.P. 0.02% Add +7.1% 635 $216K
Prime Capital Investment Advisors, LLC 0.00% Reduce -79.7% 630 $215K
Centiva Capital, LP 0.01% Add +26.0% 626 $213K
Fifth Third Wealth Advisors LLC 0.01% New 625 $213K
Forum Financial Management, LP 0.00% New 621 $212K
Seeds Investor LLC 0.06% Reduce -5.5% 620 $211K
EntryPoint Capital, LLC 0.09% Reduce -33.1% 610 $208K
Mutual Advisors, LLC 0.01% Reduce -15.4% 588 $206K
Sterling Capital Management LLC 0.00% Reduce -11.8% 600 $205K
Rinkey Investments 0.07% No change 598 $204K
Freedom Investment Management, Inc. 0.02% Reduce -7.4% 589 $201K
Emerald Advisers, LLC 0.01% Add +0.3% 589 $201K
Sugarloaf Wealth Management, LLC 0.04% Add +10.1% 579 $197K
Mufg Securities Americas Inc. 0.03% — 562 $192K
Oarsman Capital, Inc. 0.03% Add +0.8% 538 $183K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 538 $183K
Brown Brothers Harriman & Co. 0.00% Add +34.8% 531 $181K
Promus Capital, LLC 0.14% — 525 $179K
Horizon Investments, LLC 0.01% Add +0.6% 522 $178K
Signaturefd, LLC 0.00% Add +2.4% 522 $178K
Atlatl Advisers LLC 0.10% — 516 $176K
Trajan Wealth LLC 0.01% Add +5106.2% 28,374 $175K
Pittenger & Anderson Inc. 0.01% Reduce -6.4% 510 $174K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 500 $170K
Smartleaf Asset Management LLC 0.02% Reduce -0.6% 478 $162K
SG Americas Securities, LLC 0.00% Reduce -77.6% 437 $149K
Mather Group, Llc. 0.00% Reduce -17.6% 435 $148K
AdvisorNet Financial, Inc 0.01% Reduce -2.5% 434 $148K
BankPlus Trust Department 0.05% — 428 $146K
Exchange Traded Concepts, LLC 0.00% Reduce -0.9% 421 $144K
Hilltop National Bank 0.04% Add +18.1% 412 $140K
CIBC Private Wealth Group LLC 0.00% Reduce -20.0% 421 $137K
SBI Securities Co., Ltd. 0.00% — 384 $131K
Whittier Trust Co. 0.00% Reduce -32.1% 351 $120K
Eagle Bay Advisors LLC 0.07% Reduce -23.9% 347 $118K
Mendota Financial Group, LLC 0.07% Reduce -23.1% 319 $109K
Grandeur Peak Global Advisors, LLC 0.01% No change 306 $104K
Walleye Capital LLC 0.00% Reduce -95.4% 300 $102K
Colonial Trust Co / SC 0.01% Reduce -37.4% 290 $99K
Penserra Capital Management LLC 0.00% Add +52.0% 272 $92K
Balefire, LLC 0.03% Reduce -0.7% 269 $90K
Menard Financial Group LLC 0.05% New 257 $88K
MAI Capital Management 0.00% New 252 $86K
Putney Financial Group LLC 0.07% — 244 $83K
SOA Wealth Advisors, LLC. 0.01% No change 239 $81K
Ridgewood Investments LLC 0.04% No change 233 $79K
Zions Bancorporation, N.A. 0.01% No change 231 $79K
McClarren Financial Advisors, Inc. 0.22% Add +0.4% 230 $78K
WPG Advisers, LLC 0.07% — 219 $75K
Tortoise Investment Management, LLC 0.01% Add +79.3% 208 $71K
Canada Pension Plan Investment Board 0.00% New 200 $68K
Caitong International Asset Management Co., Ltd 0.07% — 198 $68K
Shell Asset Management Co. 0.00% No change 195 $66K
Duncker Streett & Co. Inc. 0.01% Reduce -14.2% 188 $64K
Blue Trust, Inc. 0.00% Reduce -73.6% 187 $64K
YANKCOM Partnership 0.03% — 180 $61K
JFS Wealth Advisors, LLC 0.00% Add +0.6% 180 $61K
Compass Wealth Management LLC 0.01% No change 171 $58K
NewEdge Advisors, LLC 0.00% Reduce -14.8% 161 $55K
Financial Network Wealth Advisors LLC 0.10% Reduce -64.3% 158 $54K
Wilmington Savings Fund Society, FSB 0.00% No change 158 $54K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -51.5% 158 $54K
Spire Wealth Management 0.00% Reduce -15.8% 155 $53K
HM Payson & Co. 0.00% No change 150 $51K
Private Trust Co. NA 0.00% Add +76.9% 138 $47K
CENTRAL TRUST Co 0.00% Reduce -4.9% 136 $46K
Physician Wealth Advisors, Inc. 0.01% New 133 $45K
Hexagon Capital Partners LLC 0.01% New 132 $45K
Cromwell Holdings LLC 0.02% No change 119 $41K
FWL Investment Management, LLC 0.01% New 115 $39K
UMB Bank, n.a. 0.00% Add +15.5% 112 $38K
LGT Financial Advisors LLC 0.08% No change 110 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.8% 110 $38K
Concourse Financial Group Securities, Inc. 0.00% Reduce -55.3% 98 $35K
Quadrant Capital Group LLC 0.00% Add +1.0% 103 $35K
Brooklyn Investment Group 0.01% Add +18.5% 96 $32K
Allworth Financial LP 0.00% Add +9.9% 89 $32K
Arax Advisory Partners 0.00% Add +12.1% 93 $32K
Sierra Ocean, LLC 0.02% — 88 $30K
Atala Financial Inc 0.02% — 86 $29K
MV Capital Management, Inc. 0.00% Reduce -3.5% 84 $29K
CVA Family Office, LLC 0.00% No change 83 $28K
Smithfield Trust Co 0.00% No change 80 $27K
Lindbrook Capital, LLC 0.00% Reduce -17.9% 78 $27K
Stuart Chaussee & Associates, Inc. 0.01% No change 77 $26K
Rakuten Securities, Inc. 0.01% Add +2300.0% 72 $25K
Anchor Investment Management, LLC 0.00% No change 71 $24K
Lee Danner & Bass Inc. 0.00% New 70 $24K
GeoWealth Management, LLC 0.00% No change 64 $22K
North Star Investment Management Corp. 0.00% New 60 $20K
Geneos Wealth Management Inc. 0.00% Add +3.5% 59 $20K
Centerpoint Advisors, LLC 0.01% No change 55 $19K
IFP Advisors, Inc 0.00% Add +37.5% 55 $19K
Abound Wealth Management 0.01% Reduce -1.9% 53 $18K
TD Waterhouse Canada Inc. 0.00% Add +1666.7% 53 $18K
Central Pacific Bank - Trust Division 0.00% New 51 $17K
Hemington Wealth Management 0.00% Add +9.1% 48 $16K
Trust Co. of Vermont 0.00% No change 46 $16K
ORG Partners LLC 0.00% Reduce -16.4% 46 $16K
Osterweis Capital Management Inc. 0.00% No change 41 $14K
Cullen/Frost Bankers, Inc. 0.00% New 41 $14K
Foster Dykema Cabot & Partners, LLC 0.00% No change 40 $14K
Riverview Trust Co 0.01% No change 38 $13K
Bell Investment Advisors, Inc 0.00% No change 38 $13K
Meeder Asset Management Inc. 0.00% Reduce -7.3% 38 $13K
Quent Capital, LLC 0.00% No change 37 $13K
Bruce G. Allen Investments, LLC 0.01% No change 37 $13K
Global Financial Private Client, LLC 0.00% Add +5.7% 37 $13K
Parkside Financial Bank & Trust 0.00% Add +2.9% 36 $12K
Rise Advisors, LLC 0.01% No change 35 $12K
Citizens National Bank Trust Department 0.00% No change 35 $12K
Bokf, NA 0.00% Add +9.4% 35 $11K
SWAN Capital LLC 0.01% No change 31 $11K
West Branch Capital LLC 0.00% No change 30 $10K
Covestor Ltd 0.01% Reduce -3.2% 30 $10K
Rothschild Investment LLC 0.00% Reduce -29.3% 29 $10K
Farmers & Merchants Investments Inc. 0.00% No change 27 $9K
Capital Advisors, Ltd. LLC 0.00% Add +17.4% 27 $9K
C M Bidwell & Associates Ltd. 0.01% No change 26 $9K
Harbour Investments, Inc. 0.00% Reduce -10.7% 25 $9K
Security National Bank 0.00% No change 25 $9K
Webster Bank, N. A. 0.00% No change 25 $9K
Cary Street Partners Financial LLC 0.00% — 25 $9K
Plante Moran Financial Advisors, LLC 0.00% Reduce -91.5% 23 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 22 $8K
Delta Asset Management LLC 0.00% No change 20 $7K
TCTC Holdings, LLC 0.00% New 19 $6K
Pacific Center for Financial Services 0.00% No change 18 $6K
Financial Management Professionals, Inc. 0.00% No change 18 $6K
SouthState Bank Corp 0.00% New 18 $6K
Frazier Financial Advisors, LLC 0.00% No change 18 $6K
Northwest Capital Management Inc 0.00% No change 17 $6K
ESL Trust Services, LLC 0.00% No change 17 $6K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -84.5% 16 $5K
Whipplewood Advisors, LLC 0.00% — 14 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 14 $5K
Chesapeake Asset Management LLC 0.00% New 11 $4K
Fortitude Family Office, LLC 0.00% No change 11 $4K
Versant Capital Management, Inc 0.00% Add +450.0% 11 $4K
Altshuler Shaham Ltd 0.00% No change 11 $4K
Raleigh Capital Management Inc. 0.00% Reduce -52.4% 10 $3K
Manchester Capital Management LLC 0.00% Add +11.1% 10 $3K
Lowe Wealth Advisors, LLC 0.00% New 10 $3K
Beacon Capital Management, LLC 0.00% No change 10 $3K
CoreCap Advisors, LLC 0.00% New 10 $3K
Dunhill Financial, LLC 0.00% Add +25.0% 10 $3K
Concord Wealth Partners 0.00% No change 9 $3K
Avior Wealth Management, LLC 0.00% Add +700.0% 8 $3K
2UniFi Bank 0.00% — 8 $3K
Your Advocates Ltd., LLP 0.00% No change 8 $3K
Truvestments Capital LLC 0.00% Add +700.0% 8 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 7 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $2K
Eastern Bank 0.00% No change 7 $2K
TD Capital Management LLC 0.00% No change 6 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 6 $2K
Synergy Investment Management, LLC 0.00% — 6 $2K
SJS Investment Consulting Inc. 0.00% No change 6 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 5 $2K
New Wave Wealth Advisors LLC 0.00% New 5 $2K
Missouri Trust & Investment Co 0.00% New 5 $2K
Tucker Asset Management LLC 0.00% No change 5 $2K
TFC Financial Management, Inc. 0.00% No change 5 $2K
Creative Financial Designs Inc. 0.00% New 5 $2K
NFSG Corp 0.00% New 4 $1K
Crowley Wealth Management, Inc. 0.00% — 4 $1K
Sachetta, LLC 0.00% No change 4 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Orion Capital Management LLC 0.00% New 3 $1K
Transcendent Capital Group LLC 0.00% No change 3 $1K
True Wealth Design, LLC 0.00% No change 3 $1K
Montag A & Associates Inc. 0.00% No change 3 $948
Kestra Investment Management, LLC 0.00% New 2 $686
Principia Wealth Advisory, LLC 0.00% — 2 $682
WealthTrak Capital Management LLC 0.00% — 2 $682
Cassady Schiller Wealth Management, LLC 0.00% New 2 $682
Cape Investment Advisory, Inc. 0.00% New 2 $682
Raffa Wealth Management, LLC 0.00% No change 2 $682
Asset Dedication, LLC 0.00% No change 2 $682
Larson Financial Group LLC 0.00% Reduce -33.3% 2 $682
Cornerstone Planning Group LLC 0.00% New 1 $360
Investment Counsel Co. of Nevada 0.00% — 1 $341
Sugar Maple Asset Management, LLC 0.00% New 1 $341
Parkworth Wealth Management, Inc. 0.00% — 1 $341
Wolff Wiese Magana LLC 0.00% No change 1 $341
Carolinas Wealth Consulting LLC 0.00% Reduce -50.0% 1 $341
Winnacle Wealth LLC 0.00% — 1 $209
Strengthening Families & Communities, LLC 0.00% No change 1 $0

"% of holder's portfolio" is POOL's weight in each manager's 13F, not the share of Pool Corp. the manager owns.