PoolPOOL

13F holders, Q3 2025 (September 30)
708holders −13
71new positions
82sold out
11famous investors
$309.94avg. 13F price*

At the end of Q3 2025, 708 institutions reported holding Pool Corp. (POOL) in their 13F filings, down 13 from Q2 2025. 71 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($1.2B), Berkshire Hathaway ($1.1B) and BlackRock, Inc. ($923.0M). 11 famous investors held it, including Warren Buffett (0.4% of Berkshire Hathaway's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Lee Ainslie (0.1% of Maverick Capital'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions71$93.2M
Exits82$140.5M

All 13F filers, Q2 2025 → Q3 2025: 2,094,291 shares bought and 4,804,806 shares sold, net −2,710,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 708 holders

Vanguard Group Inc. 0.02% Reduce -10.4% 3,927,652 $1.2B
Berkshire Hathaway 0.40% No change 3,458,885 $1.1B
BlackRock, Inc. 0.02% Reduce -8.9% 2,976,617 $923.0M
Wellington Management Group LLP 0.14% Add +16.2% 2,563,373 $794.8M
Kayne Anderson Rudnick Investment Management LLC 1.67% Add +0.2% 2,214,119 $686.5M
State Street Corp. 0.02% Reduce -10.7% 1,410,617 $437.4M
Morgan Stanley 0.03% Add +9.7% 1,348,036 $418.0M
Geode Capital Management, LLC 0.02% Reduce -7.2% 926,898 $286.3M
Invesco Ltd. 0.03% Reduce -1.5% 689,139 $213.7M
Massachusetts Financial Services Co. 0.05% Reduce -7.6% 569,236 $176.5M
William Blair Investment Management, LLC 0.45% Reduce -5.3% 555,230 $172.2M
Citadel Advisors 0.14% Add +52.6% 548,965 $170.2M
Pictet Asset Management Holding SA 0.16% Add +99.9% 539,679 $167.3M
Steadfast Capital Management LP 2.83% Reduce -10.4% 504,418 $156.4M
London Co. of Virginia 0.81% Reduce -4.4% 471,278 $146.1M
Envestnet Asset Management Inc. 0.04% Add +0.3% 438,476 $136.0M
Mawer Investment Management Ltd. 0.68% Reduce -14.8% 424,570 $131.6M
Wasatch Advisors LP 0.67% Reduce -14.5% 400,019 $124.0M
Wells Fargo & Company 0.02% Reduce -4.8% 387,740 $120.2M
Northern Trust Corp. 0.01% Reduce -8.0% 364,225 $112.9M
Raymond James Financial Inc. 0.04% Add +0.7% 356,856 $110.7M
Macquarie Group Ltd. 0.13% Reduce -9.5% 351,838 $109.1M
Charles Schwab Investment Management Inc. 0.02% Reduce -8.7% 335,491 $104.0M
Dimensional Fund Advisors LP 0.02% Add +3.1% 324,471 $100.6M
American Century Companies Inc. 0.05% Add +11.5% 301,343 $93.4M
Goldman Sachs Group Inc. 0.01% Add +62.0% 296,708 $92.0M
Gilder Gagnon Howe & Co. LLC 0.91% Add +2.1% 287,230 $89.1M
Bank of New York Mellon Corp 0.02% Reduce -24.4% 283,609 $87.9M
Blair William & Co. 0.23% Reduce -32.5% 276,725 $85.8M
JPMorgan Chase & Co. 0.01% Reduce -13.0% 274,006 $85.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -22.1% 253,477 $78.6M
First Manhattan Co. Llc. 0.20% Add +14.9% 247,424 $76.7M
Findlay Park Partners LLP 0.79% Reduce -1.7% 242,475 $75.2M
Deutsche Bank AG 0.02% Reduce -3.5% 232,243 $72.0M
UBS Group AG 0.01% Reduce -50.4% 227,564 $70.6M
T. Rowe Price Associates Inc. 0.01% Reduce -15.2% 195,206 $60.5M
Parnassus Investments, LLC 0.14% Reduce -3.0% 191,794 $59.5M
Bank of America Corp. 0.00% Add +1.2% 187,578 $58.2M
EULAV Asset Management 1.35% No change 187,261 $58.1M
Royal Bank of Canada 0.01% Reduce -23.6% 185,781 $57.6M
Nordea Investment Management AB 0.05% Add +1.8% 187,061 $57.3M
Fisher Asset Management 0.02% Reduce -1.8% 184,045 $57.1M
Caledonia Investments PLC 4.91% Add +5.2% 160,887 $49.9M
Handelsbanken Fonder AB 0.15% Add +20.2% 156,044 $48.4M
GW&K Investment Management, LLC 0.42% Reduce -3.1% 151,721 $47.0M
Legal & General Group Plc 0.01% Reduce -38.1% 146,721 $45.5M
Nuveen, LLC 0.01% Reduce -5.8% 143,627 $44.5M
Swedbank AB 0.04% Add +13.0% 138,334 $42.9M
Villere St Denis J & Co. LLC 3.90% Add +0.3% 127,586 $39.6M
Conestoga Capital Advisors, LLC 0.61% Reduce -7.8% 123,409 $38.3M
Worldquant Millennium Advisors LLC 0.16% Reduce -39.4% 118,200 $36.7M
Waters Parkerson & Co., LLC 1.73% Add +1.8% 114,317 $35.4M
Alliancebernstein L.P. 0.01% Add +157.8% 113,284 $35.1M
Amundi 0.01% Reduce -24.1% 113,409 $34.8M
Formuepleje A/S 1.94% Add +11.3% 111,101 $34.4M
TimesSquare Capital Management, LLC 0.48% Reduce -40.5% 108,430 $33.6M
Stephens Investment Management Group LLC 0.43% Reduce -4.4% 106,974 $33.2M
Swiss National Bank 0.02% Reduce -10.1% 102,983 $31.9M
Stifel Financial Corp. 0.03% Add +1.4% 99,974 $31.0M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -31.8% 95,809 $29.7M
Geneva Capital Management LLC 0.50% Reduce -2.5% 94,568 $29.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +21.4% 92,244 $28.6M
Sei Investments Co. 0.03% Reduce -6.2% 88,201 $27.3M
Millennium Management 0.02% Reduce -71.1% 87,319 $27.1M
Capital World Investors 0.00% No change 82,506 $25.6M
Copeland Capital Management, LLC 0.53% Reduce -1.6% 81,519 $25.3M
CI Investments Inc. 0.09% Add +274.4% 78,914 $24.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -13.0% 77,441 $24.0M
HRT Financial LP 0.09% Add +38.8% 75,238 $23.3M
Rhumbline Advisers 0.02% Reduce -7.1% 73,630 $22.8M
Barclays PLC 0.01% Reduce -21.2% 73,532 $22.8M
Benjamin Edwards Inc. 0.26% Add +3.2% 73,246 $22.7M
Waratah Capital Advisors Ltd. 1.52% Add +460.7% 71,891 $22.3M
HSBC Holdings PLC 0.01% Reduce -23.6% 70,261 $21.8M
Bridges Investment Management Inc. 0.28% Reduce -3.2% 69,906 $21.7M
Man Group plc 0.04% Add +179.7% 69,595 $21.6M
D. E. Shaw & Co. 0.02% New 69,592 $21.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Reduce -4.7% 67,861 $21.0M
California Public Employees Retirement System 0.01% Add +2.3% 67,576 $21.0M
Natixis Advisors, LLC 0.03% Add +28.2% 66,798 $20.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +1.1% 62,341 $19.3M
Advisors Capital Management, LLC 0.24% Add +1.2% 60,597 $18.8M
Voloridge Investment Management, LLC 0.06% Reduce -50.3% 59,139 $18.3M
Susquehanna International Group, LLP 0.03% Add +101.4% 58,241 $18.1M
LPL Financial LLC 0.00% Add +1.8% 53,298 $16.5M
California State Teachers Retirement System 0.02% Reduce -9.8% 52,375 $16.2M
BNP Paribas Financial Markets 0.01% Reduce -21.9% 52,355 $16.2M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -13.5% 50,917 $15.8M
Russell Investments Group, Ltd. 0.02% Add +23.8% 50,445 $15.6M
Curi Capital, LLC 0.28% Reduce -5.8% 49,597 $15.4M
Congress Asset Management Co. 0.10% Add +16.8% 49,536 $15.4M
Dearborn Partners LLC 0.71% Reduce -1.1% 48,956 $15.2M
Jane Street Group, LLC 0.02% Reduce -54.2% 48,218 $15.0M
SG Americas Securities, LLC 0.05% Reduce -48.0% 46,914 $14.5M
Freestone Grove Partners LP 0.11% New 45,895 $14.2M
Royce & Associates LP 0.14% Reduce -11.9% 45,630 $14.1M
Federated Hermes, Inc. 0.02% Reduce -35.9% 45,161 $14.0M
BLI - Banque de Luxembourg Investments 0.40% No change 44,300 $13.8M
New York State Common Retirement Fund 0.02% Add +20.3% 43,230 $13.4M
Principal Financial Group Inc. 0.01% Reduce -15.2% 41,332 $12.8M
Deprince Race & Zollo Inc. 0.25% Add +43.9% 40,719 $12.6M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.3% 40,533 $12.6M
Interval Partners, LP 0.25% New 37,246 $11.5M
Osborne Partners Capital Management, LLC 0.57% Add +1.8% 36,379 $11.3M
Teachers Retirement System of the State of Kentucky 0.08% Add +10.0% 35,932 $11.1M
UNIVEST FINANCIAL Corp 0.60% Add +11.2% 34,335 $10.6M
State of Wisconsin Investment Board 0.02% Reduce -2.3% 33,884 $10.5M
Baird Financial Group, Inc. 0.02% Reduce -0.3% 32,913 $10.2M
Wedgewood Partners Inc. 1.83% Add +3.5% 32,322 $10.0M
Truist Financial Corp. 0.01% Add +2.7% 31,443 $9.7M
Quantinno Capital Management LP 0.03% Add +22.1% 30,609 $9.5M
Rice Hall James & Associates, LLC 0.52% Reduce -8.3% 30,529 $9.5M
Allianz Asset Management GmbH 0.01% Reduce -7.2% 30,337 $9.4M
State Board of Administration of Florida Retirement System 0.02% Reduce -9.8% 30,095 $9.3M
New York State Teachers Retirement System 0.02% Reduce -0.7% 28,447 $8.8M
Aviva PLC 0.02% Reduce -0.8% 27,786 $8.6M
Tudor Investment Corporation 0.06% Add +493.1% 27,613 $8.6M
Public Employees Retirement System of Ohio 0.03% Add +145.7% 27,402 $8.5M
United Capital Financial Advisors, LLC 0.06% Add +1.0% 26,979 $8.4M
Montrusco Bolton Investments Inc. 0.10% Reduce -28.2% 26,745 $8.3M
Verition Fund Management LLC 0.05% Add +112.1% 26,134 $8.1M
Franklin Resources Inc. 0.00% Reduce -0.3% 26,086 $8.1M
CANADA LIFE ASSURANCE Co 0.01% Add +0.1% 25,432 $7.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +97.8% 25,483 $7.9M
JGP Wealth Management, LLC 0.87% Reduce -26.1% 25,216 $7.9M
Westwood Holdings Group Inc. 0.06% Add +339.8% 25,086 $7.8M
Janney Montgomery Scott LLC 0.02% Add +3.2% 24,686 $7.7M
Comerica Bank 0.03% Reduce -1.0% 24,335 $7.5M
Assenagon Asset Management S.A. 0.01% Add +119.9% 24,034 $7.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -12.8% 23,205 $7.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -14.0% 22,903 $7.1M
Thrivent Financial for Lutherans 0.01% Reduce -8.7% 22,702 $7.0M
Citigroup Inc. 0.00% Reduce -17.4% 22,684 $7.0M
Bank of Montreal 0.00% Add +17.8% 22,652 $7.0M
Logan Capital Management Inc. 0.29% Add +6.1% 21,833 $6.8M
Sone Capital Management, LLC 0.56% Reduce -37.6% 21,710 $6.7M
Maverick Capital 0.08% New 19,535 $6.1M
Prudential Financial Inc. 0.01% Reduce -15.6% 18,280 $5.7M
Nisa Investment Advisors, LLC 0.02% Reduce -1.9% 18,082 $5.6M
APG Asset Management N.V. 0.02% No change 21,100 $5.6M
Storebrand Asset Management As 0.01% Reduce -6.7% 17,933 $5.6M
Hancock Whitney Corp. 0.10% No change 17,706 $5.5M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 17,703 $5.5M
Vestmark Advisory Solutions, Inc. 0.10% Add +11.7% 17,314 $5.4M
Academy Capital Management 0.76% Reduce -0.9% 17,189 $5.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -15.4% 17,077 $5.3M
Korea Investment CORP 0.01% Reduce -40.7% 16,936 $5.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -6.7% 16,922 $5.2M
DekaBank Deutsche Girozentrale 0.01% No change 16,853 $5.2M
Aventail Capital Group, LP 0.24% New 16,339 $5.1M
Orion Porfolio Solutions, LLC 0.04% Reduce -5.8% 16,289 $5.1M
Treasurer of the State of North Carolina 0.02% Reduce -3.8% 16,148 $5.0M
Police & Firemen's Retirement System of New Jersey 0.04% Add +16.9% 15,933 $4.9M
Baron Capital (BAMCO) 0.01% No change 15,762 $4.9M
Asset Management One Co., Ltd. 0.01% Reduce -27.8% 15,723 $4.9M
FMR LLC 0.00% Add +56.6% 15,615 $4.8M
Prospect Capital Advisors, LLC 2.50% No change 15,560 $4.8M
Victory Capital Management Inc. 0.00% Reduce -30.0% 15,491 $4.8M
Allspring Global Investments Holdings, LLC 0.01% Add +42.2% 15,333 $4.7M
Centaurus Financial, Inc. 0.22% Reduce -4.3% 15,125 $4.7M
Abacus FCF Advisors LLC 0.61% Add +2.9% 14,784 $4.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.26% Reduce -2.0% 14,783 $4.6M
Dark Forest Capital Management LP 0.17% New 14,398 $4.5M
Nomura Asset Management Co. Ltd. 0.01% Reduce -28.0% 14,342 $4.4M
Brevan Howard Capital Management LP 0.06% Reduce -35.8% 14,218 $4.4M
Mn Services Vermogensbeheer B.V. 0.03% No change 14,100 $4.4M
Cullen Investment Group, LTD. 0.56% Add +0.5% 13,750 $4.3M
Covea Finance 0.15% Add +31.7% 13,700 $4.2M
Gotham Asset Management 0.02% Add +192.3% 13,699 $4.2M
Heron Bay Capital Management 0.79% Reduce -1.6% 13,696 $4.2M
Osaic Holdings, Inc. 0.01% Add +193.1% 13,656 $4.2M
KLP Kapitalforvaltning As 0.02% No change 12,700 $3.9M
Toronto Dominion Bank 0.01% Reduce -17.8% 12,569 $3.9M
State of New Jersey Common Pension Fund D 0.01% No change 12,376 $3.8M
Resona Asset Management Co.,Ltd. 0.02% Reduce -7.8% 12,346 $3.8M
Credit Agricole S A 0.01% — 12,146 $3.8M
2Xideas AG 0.78% Reduce -9.6% 11,971 $3.7M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 11,932 $3.7M
NewEdge Wealth, LLC 0.05% Reduce -7.4% 14,186 $3.6M
Atria Investments, Inc 0.04% Reduce -15.0% 11,330 $3.5M
Bell Asset Management Ltd 0.95% Reduce -23.5% 11,164 $3.5M
VELA Investment Management, LLC 0.98% Add +0.7% 10,967 $3.4M
IMC-Chicago, LLC 0.06% New 10,899 $3.4M
Litman Gregory Wealth Management LLC 0.25% Reduce -3.8% 10,891 $3.4M
Intech Investment Management LLC 0.03% Add +949.0% 10,794 $3.3M
Tidal Investments LLC 0.01% Add +45.3% 10,710 $3.3M
Chou Associates Management Inc. 1.59% No change 10,636 $3.3M
Agf Management Ltd. 0.01% Add +6.5% 10,632 $3.3M
Arizona State Retirement System 0.02% Reduce -4.6% 10,508 $3.3M
State of Michigan Retirement System 0.02% Reduce -11.0% 10,489 $3.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +2.0% 10,406 $3.2M
Oppenheimer Asset Management Inc. 0.04% Reduce -7.5% 10,361 $3.2M
Midwest Trust Co 0.04% Reduce -1.3% 10,143 $3.1M
Sanctuary Advisors, LLC 0.02% Reduce -11.5% 10,043 $3.1M
Cetera Investment Advisers 0.00% Add +28.1% 9,756 $3.0M
&partners 0.02% Add +6.7% 9,142 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 9,011 $2.8M
Hilton Capital Management, LLC 0.22% Add +67.8% 8,933 $2.8M
STRS Ohio 0.01% No change 8,859 $2.7M
TD Asset Management Inc 0.00% Reduce -94.5% 8,835 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +35.7% 8,730 $2.7M
Stratos Wealth Partners, LTD. 0.03% Add +21.1% 8,706 $2.7M
Azzad Asset Management Inc. 0.26% Add +0.1% 8,624 $2.7M
MetLife Investment Management, LLC 0.01% Reduce -13.6% 8,518 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.7% 8,516 $2.6M
Creative Planning 0.00% Add +20.2% 8,440 $2.6M
Robeco Institutional Asset Management B.V. 0.00% Add +24.4% 8,405 $2.6M
Concurrent Investment Advisors, LLC 0.04% Reduce -2.0% 8,400 $2.6M
Twinbeech Capital LP 0.10% New 8,371 $2.6M
Synovus Financial Corp. 0.03% Reduce -0.3% 8,354 $2.6M
Ensign Peak Advisors, Inc 0.00% Reduce -83.0% 8,351 $2.6M
Czech National Bank 0.02% Reduce -9.2% 8,341 $2.6M
New York Life Investment Management LLC 0.02% Reduce -10.8% 8,198 $2.5M
Guggenheim Capital LLC 0.02% Add +39.5% 8,102 $2.5M
Van Eck Associates Corp. 0.00% Add +3.2% 8,057 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -97.3% 8,045 $2.5M
Acadian Asset Management LLC 0.00% New 8,028 $2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -14.5% 7,886 $2.4M
Trexquant Investment LP 0.03% Reduce -83.6% 7,837 $2.4M
Delta Global Management LP 0.18% Reduce -5.3% 7,833 $2.4M
Danske Bank A/S 0.01% Reduce -16.9% 7,830 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -17.4% 7,813 $2.4M
MML Investors Services, LLC 0.01% Reduce -1.0% 7,792 $2.4M
Voya Investment Management LLC 0.00% Reduce -51.3% 7,788 $2.4M
Y-Intercept (Hong Kong) Ltd 0.06% New 7,663 $2.4M
IFM Investors Pty Ltd 0.02% No change 7,748 $2.4M
Swiss Life Asset Management Ltd 0.01% Add +6.1% 7,564 $2.3M
Brant Point Investment Management LLC 0.51% Add +52.2% 7,446 $2.3M
Compass Wealth Management LLC 0.52% Add +67.7% 7,441 $2.3M
Pathstone Holdings, LLC 0.01% Add +3.9% 7,368 $2.3M
Corient Private Wealth LP 0.00% Reduce -69.5% 7,351 $2.3M
Canada Post Corp Registered Pension Plan 0.10% No change 7,267 $2.3M
First National Advisers, LLC 0.30% Add +1.1% 7,150 $2.2M
Coldstream Capital Management Inc. 0.03% Add +13.5% 7,143 $2.2M
Forsta Ap-Fonden 0.01% Reduce -2.7% 7,100 $2.2M
National Bank of Canada 0.00% Reduce -73.1% 7,032 $2.2M
UniSuper Management Pty Ltd 0.01% Add +7.6% 7,017 $2.2M
First National Bank of Omaha 0.14% Reduce -4.8% 7,014 $2.2M
Retirement Systems of Alabama 0.01% Reduce -13.2% 7,005 $2.2M
WCM Investment Management, LLC 0.00% Reduce -7.8% 6,974 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -1.9% 6,992 $2.2M
Mutual of America Capital Management LLC 0.02% Add +59.2% 6,865 $2.1M
Marks Group Wealth Management, Inc 0.20% Reduce -4.1% 6,824 $2.1M
Amalgamated Bank 0.01% Reduce -10.1% 6,680 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -7.6% 6,594 $2.0M
Aristotle Capital Boston, LLC 0.10% Reduce -5.4% 6,464 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Reduce -3.5% 6,456 $2.0M
Two Sigma Securities, LLC 0.29% New 6,360 $2.0M
Jump Financial, LLC 0.03% Reduce -16.8% 6,246 $1.9M
PEAK6 LLC 0.05% Reduce -50.3% 6,220 $1.9M
Carnegie Investment Counsel 0.04% Reduce -1.8% 6,167 $1.9M
US Bancorp \de 0.00% Add +0.5% 6,137 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -3.9% 5,995 $1.9M
Regions Financial Corp. 0.01% Reduce -15.1% 5,952 $1.8M
Utah Retirement Systems 0.02% Reduce -2.1% 5,929 $1.8M
Tredje AP-fonden 0.01% Add +98.1% 5,918 $1.8M
DNB Asset Management AS 0.01% Reduce -4.8% 5,873 $1.8M
KBC Group NV 0.00% Reduce -0.3% 5,869 $1.8M
Settian Capital LP 1.22% No change 5,775 $1.8M
TD Private Client Wealth LLC 0.04% Reduce -9.8% 5,775 $1.8M
ProShare Advisors LLC 0.00% Reduce -11.1% 5,719 $1.8M
SummitTX Capital, L.P. 0.07% Add +60.3% 5,680 $1.8M
SVB Wealth LLC 0.09% Reduce -17.9% 5,564 $1.7M
Xponance LLC 0.01% Reduce -15.4% 5,555 $1.7M
Bank of Nova Scotia 0.00% Add +4.5% 5,466 $1.7M
Daiwa Securities Group Inc. 0.01% Reduce -3.6% 5,454 $1.7M
Torray Investment Partners LLC 0.23% Add +5.6% 5,294 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -1.0% 5,254 $1.6M
CIBC Asset Management Inc 0.00% Reduce -0.7% 5,236 $1.6M
Merit Financial Group, LLC 0.01% Reduce -0.5% 5,225 $1.6M
AQR Capital Management 0.00% Add +105.7% 5,179 $1.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -13.5% 5,136 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 5,094 $1.6M
Bennett Selby Investments LP 0.52% Reduce -9.7% 5,068 $1.6M
Taylor Frigon Capital Management LLC 0.78% Add +35.8% 5,042 $1.6M
Bayesian Capital Management, LP 0.32% Reduce -5.7% 5,000 $1.6M
Diversify Wealth Management, LLC 0.09% Add +1.2% 5,963 $1.5M
Campbell Newman Asset Management Inc. 0.11% Add +0.5% 4,918 $1.5M
Crossmark Global Holdings, Inc. 0.02% Reduce -2.0% 4,778 $1.5M
Northwest & Ethical Investments L.P. 0.03% No change 4,761 $1.5M
Diligent Investors, LLC 0.37% Reduce -3.1% 4,707 $1.5M
Teacher Retirement System of Texas 0.01% Reduce -18.4% 4,677 $1.5M
Captrust Financial Advisors 0.00% Reduce -71.0% 4,649 $1.4M
CIBC Bancorp USA Inc. 0.01% — 4,634 $1.4M
Morningstar Investment Management LLC 0.05% New 4,513 $1.4M
Quantessence Capital LLC 0.44% Add +171.4% 4,510 $1.4M
Weik Capital Management 0.52% No change 4,500 $1.4M
State of Tennessee, Department of Treasury 0.00% No change 4,486 $1.4M
Royal London Asset Management Ltd. 0.00% Reduce -80.1% 4,479 $1.4M
OP Asset Management Ltd 0.02% No change 4,471 $1.4M
Cibc World Market Inc. 0.00% Add +4.2% 4,219 $1.3M
Rakuten Investment Management, Inc. 0.00% — 5,984 $1.3M
M&T Bank Corp 0.00% Reduce -11.3% 4,203 $1.3M
Bridgewater Associates 0.01% New 4,180 $1.3M
Avanza Fonder AB 0.03% No change 4,109 $1.3M
Henshaw Capital LLC 0.05% No change 4,095 $1.3M
Aberdeen Group plc 0.00% Reduce -88.1% 4,072 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -15.1% 4,020 $1.2M
Lord, Abbett & Co. LLC 0.00% Add +169.9% 3,984 $1.2M
Weiss Asset Management LP 0.02% Reduce -27.8% 3,967 $1.2M
BNP Paribas 0.04% New 3,896 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +16.4% 3,814 $1.2M
AlTi Global, Inc. 0.03% No change 3,800 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.2% 3,725 $1.2M
Cerity Partners LLC 0.00% Reduce -20.0% 3,718 $1.2M
Engineers Gate Manager LP 0.01% Reduce -73.2% 3,592 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -15.1% 3,591 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +47.1% 3,556 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.0% 3,613 $1.1M
Oddo BHF Asset Management Sas 0.04% Add +31.6% 3,471 $1.1M
Summit Wealth Group LLC / Co. 0.11% New 2,948 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.7% 3,370 $1.0M
Empower Advisory Group, LLC 0.00% Reduce -98.4% 3,369 $1.0M
Investment Advisory Services Inc. /TX 0.33% Add +0.0% 3,346 $1.0M
King Luther Capital Management Corp. 0.00% Reduce -18.9% 3,313 $1.0M
Roundview Capital LLC 0.06% Add +31.9% 3,294 $1.0M
Cim, LLC 0.13% Add +1.1% 3,275 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.42% Add +1.4% 3,228 $1.0M
Meridian Wealth Management, LLC 0.04% Reduce -1.8% 3,201 $993K
Level Four Advisory Services, LLC 0.03% Add +14.0% 3,131 $971K
Park Avenue Securities LLC 0.01% Add +7.0% 3,110 $964K
Private Advisor Group, LLC 0.00% Add +90.3% 3,087 $957K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -18.1% 3,076 $954K
Catalyst Funds Management Pty Ltd 0.14% New 3,000 $930K
Rafferty Asset Management, LLC 0.00% Reduce -11.6% 2,931 $909K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -13.1% 2,840 $881K
Portside Wealth Group, LLC 0.12% Reduce -1.4% 2,839 $880K
Gibbs Wealth Management 0.20% Reduce -18.8% 2,832 $878K
Janus Henderson Group PLC 0.00% Reduce -22.2% 2,808 $871K
Occudo Quantitative Strategies LP 0.10% Reduce -59.4% 2,762 $856K
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 2,742 $850K
DF Dent & Co. Inc. 0.01% Add +35.8% 2,733 $847K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.4% 2,716 $842K
Intrust Bank NA 0.07% Reduce -4.7% 2,674 $829K
Pacer Advisors, Inc. 0.00% Reduce -16.1% 2,614 $811K
First Trust Advisors LP 0.00% Add +32.6% 2,608 $809K
Sender Co & Partners, Inc. 0.31% New 2,590 $803K
Leonteq Securities AG 0.04% Add +89.9% 2,552 $791K
Westerkirk Capital Inc. 0.09% Reduce -5.9% 2,519 $781K
Strong Tower Advisory Services 0.14% Add +20.0% 2,470 $766K
Qsemble Capital Management, LP 0.07% Reduce -10.6% 2,466 $765K
Fulton Bank, N.A. 0.03% Add +24.8% 2,464 $764K
Banque Pictet & Cie SA 0.01% No change 2,450 $760K
Public Sector Pension Investment Board 0.00% Reduce -12.3% 2,446 $758K
Alliance Wealth Advisors, LLC 0.17% Add +5.2% 2,404 $745K
Mizuho Securities USA LLC 0.02% Reduce -8.0% 2,392 $743K
Vident Advisory, LLC 0.01% Reduce -58.7% 2,344 $727K
Commerce Bank 0.00% Add +0.6% 2,294 $711K
Advisory Services Network, LLC 0.01% Add +0.1% 2,280 $707K
Commonwealth Equity Services, LLC 0.00% Reduce -4.3% 2,266 $703K
Squarepoint Ops LLC 0.00% Reduce -96.9% 2,211 $686K
Sigma Planning Corp 0.02% Add +14.5% 2,193 $680K
Hudson Bay Capital Management LP 0.00% Add +83.7% 2,181 $676K
Norden Group LLC 0.07% Add +24.8% 2,173 $674K
Liontrust Investment Partners LLP 0.01% Reduce -43.9% 2,171 $673K
Gulf International Bank (UK) Ltd 0.02% Reduce -4.3% 2,132 $661K
L. Roy Papp & Associates, LLP 0.07% Reduce -0.5% 2,124 $659K
Equitable Trust Co. 0.03% Reduce -0.3% 2,101 $651K
Boreal Capital Management LLC 0.62% Add +12.3% 2,092 $649K
Prudential PLC 0.00% No change 2,084 $646K
Great Lakes Advisors, LLC 0.01% Reduce -0.6% 2,074 $643K
Impact Capital Partners LLC 0.19% Reduce -4.3% 2,026 $628K
LVW Advisors, LLC 0.07% Reduce -11.8% 2,025 $628K
Daiichi Life Insurance Co., Ltd. 0.02% No change 2,021 $627K
Vontobel Holding Ltd. 0.00% Reduce -4.2% 2,010 $623K
Nicolet Advisory Services, LLC 0.05% Add +5.3% 2,066 $622K
HighTower Advisors, LLC 0.00% Reduce -16.5% 1,987 $617K
Norinchukin Bank, The 0.01% Reduce -10.8% 1,957 $607K
Eventide Asset Management, LLC 0.01% Reduce -95.3% 1,914 $595K
Hartford Investment Management Co. 0.02% Reduce -14.8% 1,917 $594K
Aigen Investment Management, LP 0.09% New 1,890 $586K
Sequoia Financial Advisors, LLC 0.00% Reduce -27.8% 1,866 $579K
One Wealth Advisors, LLC 0.07% Reduce -2.3% 1,856 $575K
Union Bancaire Privee, UBP SA 0.01% Add +42.6% 1,880 $575K
Ethic Inc. 0.01% Reduce -32.3% 1,842 $571K
Mission Wealth Management, LP 0.01% Reduce -8.3% 1,839 $570K
Arkadios Wealth Advisors 0.01% Add +26.9% 1,830 $567K
Elevation Point Wealth Partners, LLC 0.04% Add +38.8% 1,819 $564K
Sterling Capital Management LLC 0.01% Reduce -7.1% 1,817 $563K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,875 $563K
Summit Trail Advisors, LLC 0.01% New 1,800 $558K
Bahl & Gaynor LLC 0.00% No change 1,795 $557K
Empowered Funds, LLC 0.01% Reduce -56.6% 1,786 $554K
Kestra Advisory Services, LLC 0.00% Add +15.8% 1,776 $551K
Aureus Asset Management, LLC 0.04% No change 1,771 $549K
Ashton Thomas Private Wealth, LLC 0.01% Add +10.2% 1,767 $548K
Ossiam 0.01% Add +4.4% 1,757 $545K
Maryland State Retirement & Pension System 0.01% No change 1,742 $540K
Investment Management Corp of Ontario 0.01% Add +85.7% 1,738 $539K
Caprock Group, LLC 0.01% — 1,723 $535K
RiverPark Advisors, LLC 0.41% Reduce -4.5% 1,716 $532K
Vestcor Inc 0.02% Reduce -9.2% 1,715 $532K
Zacks Investment Management 0.00% Reduce -7.8% 1,711 $531K
Heritage Family Offices, LLP 0.25% Add +3.1% 1,706 $529K
Louisiana State Employees Retirement System 0.01% Reduce -15.0% 1,700 $527K
New Mexico Educational Retirement Board 0.02% Reduce -5.6% 1,700 $527K
Knollwood Investment Advisory, LLC 0.05% No change 1,655 $513K
Securian Asset Management, Inc. 0.01% Reduce -16.1% 1,643 $509K
Tokio Marine Asset Management Co. Ltd. 0.02% Reduce -95.3% 1,635 $507K
Argent Trust Co 0.02% Reduce -8.4% 1,625 $504K
Pinebridge Investments, L.P. 0.00% Reduce -74.1% 1,623 $503K
Sepio Capital, LP 0.03% Add +9.5% 1,610 $499K
Fieldview Capital Management, LLC 0.08% New 1,597 $495K
AdvisorShares Investments LLC 0.08% Reduce -1.2% 1,593 $494K
Bessemer Group Inc. 0.00% Reduce -8.0% 1,588 $493K
Harbor Capital Advisors, Inc. 0.04% Reduce -70.9% 1,554 $482K
Coastal Bridge Advisors, LLC 0.04% Add +27.2% 1,553 $481K
Vise Technologies, Inc. 0.02% Reduce -22.1% 1,540 $477K
Wealth Alliance, LLC 0.05% Reduce -1.7% 1,523 $472K
Foundations Investment Advisors, LLC 0.01% Add +0.4% 1,487 $461K
JT Stratford LLC 0.06% No change 1,484 $460K
Mercer Global Advisors Inc. 0.00% Add +91.6% 1,481 $459K
FourThought Financial Partners, LLC 0.04% Add +103.0% 1,472 $457K
DAVENPORT & Co LLC 0.00% Add +1.5% 1,463 $454K
HB Wealth Management, LLC 0.00% Add +8.7% 1,444 $448K
Diversify Advisory Services, LLC 0.01% Reduce -7.1% 1,683 $437K
E. Ohman J:or Asset Management AB 0.01% No change 1,400 $434K
Norman Fields, Gottscho Capital Management, LLC 0.14% New 1,395 $433K
OMERS ADMINISTRATION Corp 0.00% No change 1,385 $429K
Fenimore Asset Management Inc 0.01% Reduce -98.5% 1,375 $426K
First Bank & Trust 0.07% Reduce -1.7% 1,356 $420K
Campbell & CO Investment Adviser LLC 0.03% Reduce -63.7% 1,353 $420K
Wealthfront Advisers LLC 0.00% Add +11.9% 1,349 $418K
Verity & Verity, LLC 0.03% Add +1.2% 1,331 $413K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -1.6% 1,325 $411K
OneDigital Investment Advisors LLC 0.00% Reduce -0.4% 1,319 $409K
Boothbay Fund Management, LLC 0.01% Add +69.8% 1,318 $409K
Illinois Municipal Retirement Fund 0.01% Reduce -76.1% 1,309 $406K
Perennial Investment Advisors, LLC 0.03% Reduce -0.5% 1,303 $403K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -13.3% 1,300 $403K
Cynosure Group, LLC 0.04% No change 1,297 $402K
Townsquare Capital LLC 0.06% Reduce -60.1% 1,296 $402K
Everpar Advisors LLC 0.16% Reduce -11.2% 1,295 $402K
Sage Mountain Advisors LLC 0.02% Add +10.1% 1,255 $389K
Wolverine Trading, LLC 0.01% Reduce -26.8% 1,251 $389K
Glenmede Investment Management, LP 0.00% Add +12.7% 1,242 $385K
Sherbrooke Park Advisers LLC 0.18% Reduce -24.9% 1,222 $379K
Jones Financial Companies LLLP 0.00% Add +6.2% 1,235 $378K
CHICAGO TRUST Co NA 0.05% Reduce -57.2% 1,216 $377K
Principal Securities, Inc. 0.01% Add +0.6% 1,208 $375K
Cim Investment Management Inc. 0.10% Reduce -50.6% 1,199 $372K
Empirical Finance, LLC 0.02% Add +1.0% 1,192 $370K
PAX Financial Group, LLC 0.07% Add +0.2% 1,177 $365K
Snowden Capital Advisors LLC 0.01% Add +0.9% 1,174 $364K
Fifth Third Bancorp 0.00% Reduce -10.8% 1,169 $362K
Metis Global Partners, LLC 0.01% Reduce -15.8% 1,144 $355K
Compound Planning, Inc. 0.01% Reduce -19.2% 1,135 $352K
Farther Finance Advisors, LLC 0.01% Add +10.7% 1,131 $351K
Allstate Corp. 0.01% New 1,113 $345K
Fayez Sarofim & Co 0.00% Add +5.5% 1,091 $338K
Mackenzie Financial Corp. 0.00% New 1,084 $336K
Axxcess Wealth Management, LLC 0.01% Reduce -2.4% 1,072 $332K
Wbi Investments, LLC 0.09% New 1,072 $332K
HighPoint Advisor Group LLC 0.02% Reduce -1.7% 1,070 $332K
Praxis Investment Management Inc. 0.02% Reduce -22.6% 1,061 $329K
Horizon Investments, LLC 0.00% Add +78.8% 1,064 $328K
Schonfeld Strategic Advisors LLC 0.00% New 1,055 $327K
Assetmark, Inc. 0.00% Add +11.3% 1,053 $327K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -12.8% 1,047 $325K
Oak Associates Ltd. 0.02% No change 1,030 $319K
DRW Securities, LLC 0.02% Add +29.4% 1,025 $319K
Walleye Trading LLC 0.01% Reduce -36.9% 1,021 $317K
Tiaa Trust, National Association 0.00% Reduce -3.6% 1,012 $314K
GAMMA Investing LLC 0.02% Add +42.0% 1,007 $312K
Wealthspire Advisors, LLC 0.00% Reduce -16.3% 1,003 $311K
Keybank National Association 0.00% Add +4.2% 999 $310K
Inspire Investing, LLC 0.03% Add +3.0% 989 $307K
Scientech Research LLC 0.11% Reduce -81.2% 982 $304K
Exchange Traded Concepts, LLC 0.00% Add +58.5% 975 $302K
Polymer Capital Management (HK) LTD 0.04% New 959 $297K
Steward Partners Investment Advisory, LLC 0.00% Add +27.4% 957 $297K
CWA Asset Management Group, LLC 0.01% Reduce -6.6% 940 $291K
Parallel Advisors, LLC 0.01% Reduce -4.7% 934 $290K
Advisor OS, LLC 0.03% Reduce -16.6% 933 $289K
Hills Bank & Trust Co 0.02% No change 930 $288K
Machina Capital S.A.S. 0.05% Reduce -72.9% 924 $287K
Tributary Capital Management, LLC 0.03% Reduce -3.7% 920 $285K
Chicago Capital, LLC 0.01% No change 920 $285K
CNB Bank 0.12% Add +4.1% 918 $285K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.1% 909 $282K
Hantz Financial Services, Inc. 0.00% Reduce -9.1% 907 $281K
Callan Family Office, LLC 0.01% Add +4.3% 897 $278K
Ostrum Asset Management 0.01% Reduce -3.1% 896 $278K
Tritonpoint Wealth, LLC 0.02% Add +0.8% 894 $277K
First Citizens Bank & Trust Co. 0.01% Reduce -45.7% 893 $277K
Mufg Securities Americas Inc. 0.02% Add +6.4% 886 $275K
Axq Capital, LP 0.10% Reduce -76.0% 871 $270K
Nomura Holdings Inc. 0.00% New 870 $270K
Thrive Wealth Management, LLC 0.04% Reduce -9.2% 869 $269K
Washington Trust Bank 0.02% No change 868 $269K
Koshinski Asset Management, Inc. 0.02% Add +7.1% 857 $266K
Rockefeller Capital Management L.P. 0.00% Reduce -92.7% 853 $265K
Flputnam Investment Management Co. 0.00% Reduce -9.1% 848 $263K
Belpointe Asset Management LLC 0.01% Add +3.6% 844 $262K
Venturi Wealth Management, LLC 0.01% Reduce -11.1% 840 $260K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -2.0% 823 $255K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 820 $254K
Ontario Teachers Pension Plan Board 0.01% Reduce -87.8% 818 $254K
Atticus Wealth Management, LLC 0.06% Add +73.5% 812 $252K
Ellis Investment Partners, LLC 0.05% No change 805 $250K
First Merchants Corp. 0.01% Reduce -13.5% 803 $249K
Requisite Capital Management, LLC 0.04% New 799 $248K
Summit Creek Advisors LLC 0.04% Reduce -6.4% 788 $244K
Claret Asset Management Corp 0.03% Reduce -1.4% 784 $243K
EverSource Wealth Advisors, LLC 0.01% Reduce -42.0% 783 $243K
Hutchens & Kramer Investment Management Group, LLC 0.09% New 760 $236K
Focus Partners Wealth 0.00% Reduce -21.6% 764 $235K
Seeds Investor LLC 0.05% New 758 $235K
Patton Fund Management, Inc. 0.04% No change 754 $234K
Aptus Capital Advisors, LLC 0.00% Reduce -45.5% 750 $233K
IFG Advisory, LLC 0.01% Reduce -31.2% 738 $229K
National Pension Service 0.00% New 737 $229K
Waverly Advisors, LLC 0.00% Add +4.1% 729 $226K
Stephens Inc. 0.00% Reduce -17.9% 728 $226K
Blueshift Asset Management, LLC 0.07% New 726 $225K
Fiduciary Trust Co 0.00% New 720 $223K
Schroder Investment Management Group 0.00% Reduce -41.2% 718 $223K
Family Manage LLC 0.03% Reduce -2.5% 702 $218K
Penobscot Investment Management Company, Inc. 0.02% Reduce -36.6% 700 $217K
Apollon Wealth Management, LLC 0.00% Reduce -21.2% 698 $216K
QRG Capital Management, Inc. 0.00% New 695 $215K
Old National Bancorp 0.00% New 691 $214K
Kovack Advisors, Inc. 0.02% New 681 $211K
Integrated Investment Consultants, LLC 0.04% Reduce -32.4% 680 $211K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 678 $210K
Thompson Investment Management, Inc. 0.03% No change 675 $209K
American Trust 0.02% New 674 $209K
Tower Research Capital LLC (TRC) 0.01% Reduce -82.0% 673 $209K
True North Advisors, LLC 0.03% New 671 $208K
Chicago Partners Investment Group LLC 0.01% New 719 $206K
Oak Thistle LLC 0.03% Reduce -85.2% 659 $204K
World Investment Advisors 0.00% New 655 $203K
SYM FINANCIAL Corp 0.02% New 653 $202K
Spirepoint Private Client, LLC 0.02% New 652 $202K
Cwm, LLC 0.00% Reduce -4.7% 644 $200K
MUFG Securities EMEA plc 0.00% Add +461.6% 629 $195K
Aquatic Capital Management LLC 0.00% Reduce -96.0% 598 $185K
Quadrant Capital Group LLC 0.01% New 586 $182K
Hilltop National Bank 0.04% No change 554 $172K
Creekmur Asset Management LLC 0.03% Reduce -38.1% 546 $169K
Promus Capital, LLC 0.10% Add +0.4% 529 $164K
Rakuten Securities, Inc. 0.06% Add +409.7% 525 $163K
Brown Brothers Harriman & Co. 0.00% Add +15.7% 522 $162K
Arax Advisory Partners 0.00% Add +192.6% 512 $159K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 500 $155K
Siemens Fonds Invest GmbH 0.01% Reduce -3.3% 495 $153K
AdvisorNet Financial, Inc 0.01% Reduce -0.9% 448 $139K
Smartleaf Asset Management LLC 0.01% Reduce -1.9% 425 $132K
FNY Investment Advisers, LLC 0.04% New 410 $127K
Signaturefd, LLC 0.00% Add +3.3% 406 $126K
HM Payson & Co. 0.00% Add +1.5% 398 $123K
CIBC Private Wealth Group LLC 0.00% Add +42.6% 398 $123K
Whittier Trust Co. 0.00% Reduce -2.7% 365 $113K
CX Institutional 0.00% Add +202.5% 366 $113K
BankPlus Trust Department 0.03% Reduce -11.3% 355 $110K
LRI Investments, LLC 0.01% Reduce -16.4% 336 $104K
First Horizon Corp. 0.00% — 326 $101K
SBI Securities Co., Ltd. 0.00% Reduce -8.2% 324 $100K
Blue Trust, Inc. 0.00% Add +1.4% 284 $88K
YANKCOM Partnership 0.04% Add +3.4% 277 $86K
Mather Group, Llc. 0.00% New 241 $75K
SOA Wealth Advisors, LLC. 0.01% No change 237 $74K
Huntington National Bank 0.00% No change 234 $73K
Zions Bancorporation, National Association 0.00% Add +114.8% 232 $72K
MassMutual Private Wealth & Trust, FSB 0.00% Add +22.0% 227 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +287.9% 225 $70K
Financial Network Wealth Advisors LLC 0.07% Add +6.7% 208 $65K
Penserra Capital Management LLC 0.00% Add +1.0% 204 $63K
Steph & Co. 0.02% Add +12.4% 190 $59K
Global Retirement Partners, LLC 0.00% Add +2.3% 177 $55K
AXA Investment Managers S.A. 0.00% — 171 $53K
American National Bank & Trust 0.00% Reduce -2.4% 160 $50K
NewEdge Advisors, LLC 0.00% Reduce -12.6% 159 $49K
Simplex Trading, LLC 0.00% New 153 $47K
Whittier Trust Co. of Nevada Inc. 0.00% No change 145 $45K
CENTRAL TRUST Co 0.00% No change 136 $42K
Versant Capital Management, Inc 0.01% Add +18.5% 128 $40K
Allworth Financial LP 0.00% Add +133.3% 126 $39K
MAI Capital Management 0.00% Reduce -14.0% 117 $36K
FWL Investment Management, LLC 0.01% No change 115 $36K
IFP Advisors, Inc 0.00% Add +0.0% 112 $35K
UMB Bank, n.a. 0.00% No change 109 $34K
Duncker Streett & Co. Inc. 0.01% Reduce -29.1% 105 $33K
Chilton Capital Management LLC 0.00% No change 103 $32K
CYBER HORNET ETFs LLC 0.02% Add +1.0% 103 $32K
Root Financial Partners, LLC 0.00% New 93 $29K
MV Capital Management, Inc. 0.00% Add +5.8% 91 $28K
AlphaQuest LLC 0.00% Reduce -83.1% 89 $28K
Clearstead Trust, LLC 0.00% No change 85 $26K
Sentry Investment Management LLC 0.02% Reduce -17.2% 82 $25K
Smithfield Trust Co 0.00% No change 80 $25K
Strategic Wealth Partners, Ltd. 0.00% No change 79 $24K
Stuart Chaussee & Associates, Inc. 0.01% No change 77 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +48.1% 77 $24K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -77.6% 71 $22K
Private Trust Co. NA 0.00% Reduce -47.8% 70 $22K
Anchor Investment Management, LLC 0.00% Reduce -2.8% 69 $21K
Colonial Trust Co / SC 0.00% Reduce -76.5% 67 $21K
Spire Wealth Management 0.00% No change 66 $20K
Golden State Wealth Management, LLC 0.00% No change 62 $19K
Rossby Financial, LCC 0.01% Add +138.5% 62 $19K
Clearstead Advisors, LLC 0.00% Reduce -51.6% 61 $19K
TD Waterhouse Canada Inc. 0.00% No change 61 $19K
Hemington Wealth Management 0.00% Add +17.3% 61 $18K
Park Place Capital Corp 0.00% Reduce -44.1% 57 $18K
Wilmington Savings Fund Society, FSB 0.00% Reduce -60.1% 57 $18K
Summit Securities Group LLC 0.01% Reduce -93.6% 56 $17K
Quarry LP 0.00% Reduce -85.4% 56 $17K
Centerpoint Advisors, LLC 0.01% No change 55 $17K
Abound Wealth Management 0.00% Reduce -11.5% 54 $17K
Cromwell Holdings LLC 0.01% No change 53 $16K
Raiffeisen Bank International AG 0.00% New 52 $16K
WPG Advisers, LLC 0.01% Reduce -12.1% 51 $16K
SJS Investment Consulting Inc. 0.00% Add +1566.7% 50 $16K
ORG Partners LLC 0.00% No change 49 $15K
IMA Advisory Services, Inc. 0.00% No change 49 $15K
Walleye Capital LLC 0.00% Reduce -77.7% 48 $15K
Parkside Financial Bank & Trust 0.00% Reduce -9.8% 46 $14K
N.E.W. Advisory Services LLC 0.00% No change 46 $14K
Shell Asset Management Co. 0.00% Reduce -72.6% 46 $14K
KERR FINANCIAL PLANNING Corp 0.02% — 55 $13K
Transamerica Financial Advisors, LLC 0.00% New 43 $13K
Osterweis Capital Management Inc. 0.00% No change 41 $13K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 40 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 40 $12K
Citizens National Bank Trust Department 0.00% No change 35 $11K
Bokf, NA 0.00% Reduce -35.2% 35 $11K
Caitong International Asset Management Co., Ltd 0.01% Add +450.0% 33 $10K
Covestor Ltd 0.01% No change 31 $10K
Bell Investment Advisors, Inc 0.00% No change 32 $10K
SWAN Capital LLC 0.00% No change 31 $10K
West Branch Capital LLC 0.00% Reduce -43.4% 30 $9K
Eastern Bank 0.00% New 28 $9K
Rise Advisors, LLC 0.00% No change 28 $9K
Farmers & Merchants Investments Inc. 0.00% No change 27 $8K
C M Bidwell & Associates Ltd. 0.00% No change 26 $8K
Security National Bank 0.00% No change 25 $8K
Fortitude Family Office, LLC 0.00% Add +50.0% 24 $7K
Westside Investment Management, Inc. 0.00% No change 23 $7K
Harbour Investments, Inc. 0.00% Reduce -12.0% 22 $7K
Palisade Asset Management, LLC 0.00% New 22 $7K
Quent Capital, LLC 0.00% New 21 $7K
Delta Asset Management LLC 0.00% No change 20 $6K
Rothschild Investment LLC 0.00% Add +5.6% 19 $6K
CoreCap Advisors, LLC 0.00% No change 18 $6K
Frazier Financial Advisors, LLC 0.00% No change 18 $6K
Pacific Center for Financial Services 0.00% No change 18 $6K
Westfuller Advisors, LLC 0.00% New 17 $5K
Bruce G. Allen Investments, LLC 0.00% Add +13.3% 17 $5K
Strive Asset Management, LLC 0.00% New 17 $5K
Edmond DE Rothschild Holding S.A. 0.00% No change 16 $5K
Wolff Wiese Magana LLC 0.00% No change 15 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 14 $4K
HighMark Wealth Management LLC 0.00% No change 13 $4K
True Wealth Design, LLC 0.00% Add +30.0% 13 $4K
First Pacific Financial 0.00% Add +30.0% 13 $4K
Manchester Capital Management LLC 0.00% Add +140.0% 12 $4K
Ameritas Advisory Services, LLC 0.00% No change 12 $4K
Raffa Wealth Management, LLC 0.00% Add +450.0% 11 $3K
JFS Wealth Advisors, LLC 0.00% No change 11 $3K
Financial Management Professionals, Inc. 0.00% No change 10 $3K
CBIZ Investment Advisory Services, LLC 0.00% Add +900.0% 10 $3K
Concord Wealth Partners 0.00% No change 9 $3K
Glen Eagle Advisors, LLC 0.00% New 9 $3K
Rational Advisors, Inc. 0.00% Reduce -75.0% 9 $3K
Tortoise Investment Management, LLC 0.00% Add +12.5% 9 $3K
Imprint Wealth LLC 0.01% — 8 $2K
Howard Hughes Medical Institute 0.00% No change 8 $2K
Your Advocates Ltd., LLP 0.00% No change 8 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 8 $2K
Private Wealth Management Group, LLC 0.00% Reduce -22.2% 7 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 7 $2K
Wealth Watch Advisors, INC 0.00% New 7 $2K
TD Capital Management LLC 0.00% No change 6 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $2K
Johnson Financial Group, Inc. 0.00% New 6 $2K
Proffitt & Goodson Inc. 0.00% New 6 $2K
Larson Financial Group LLC 0.00% No change 6 $2K
Geneos Wealth Management Inc. 0.00% Reduce -94.4% 6 $2K
Winnacle Wealth LLC 0.00% New 5 $2K
Aspect Partners, LLC 0.00% New 5 $2K
Guerra Advisors Inc 0.00% New 5 $2K
NFSG Corp 0.00% No change 4 $1K
Crowley Wealth Management, Inc. 0.00% No change 4 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 4 $1K
Cloud Capital Management, LLC 0.00% New 5 $1K
Bogart Wealth, LLC 0.00% No change 3 $934
Kilter Group LLC 0.00% Add +50.0% 3 $931
Rialto Wealth Management, LLC 0.00% Add +50.0% 3 $931
HFM Investment Advisors, LLC 0.00% No change 3 $930
Bare Financial Services, Inc 0.00% Reduce -40.0% 3 $930
Lanark Financial, Inc. 0.00% New 3 $930
Quest 10 Wealth Builders, Inc. 0.00% Add +200.0% 3 $800
JPL Wealth Management, LLC 0.00% New 2 $621
SouthState Bank Corp 0.00% Reduce -60.0% 2 $621
Asset Dedication, LLC 0.00% No change 2 $621
Principia Wealth Advisory, LLC 0.00% No change 2 $620
Texas Capital Bancshares Inc 0.00% New 2 $620
Nvwm, LLC 0.00% No change 2 $620
North Star Investment Management Corp. 0.00% No change 2 $620
Cornerstone Planning Group LLC 0.00% Reduce -37.5% 5 $552
Investment Counsel Co. of Nevada 0.00% No change 1 $311
Seneschal Advisors, LLC 0.00% New 1 $311
Prestige Wealth Management Group LLC 0.00% New 1 $311
Brown, Lisle/Cummings, Inc. 0.00% No change 1 $310
Strengthening Families & Communities, LLC 0.00% No change 1 $310
Plante Moran Financial Advisors, LLC 0.00% New 1 $310
Dunhill Financial, LLC 0.00% No change 1 $221

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