PoolPOOL

13F holders, Q4 2025 (December 31)
652holders −56
82new positions
148sold out
10famous investors
$228.84avg. 13F price*

At the end of Q4 2025, 652 institutions reported holding Pool Corp. (POOL) in their 13F filings, down 56 from Q3 2025. 82 opened new positions and 148 sold out. The largest holders were Vanguard Group Inc. ($895.2M), Berkshire Hathaway ($702.0M) and Wellington Management Group LLP ($584.2M). 10 famous investors held it, including Warren Buffett (0.3% of Berkshire Hathaway's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions82$316.2M
Exits148$546.6M

All 13F filers, Q3 2025 → Q4 2025: 6,271,117 shares bought and 8,042,935 shares sold, net −1,771,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 652 holders

Vanguard Group Inc. 0.01% Reduce -0.4% 3,913,575 $895.2M
Berkshire Hathaway 0.26% Reduce -11.3% 3,068,885 $702.0M
Wellington Management Group LLP 0.10% Reduce -0.4% 2,554,024 $584.2M
BlackRock, Inc. 0.01% Reduce -22.5% 2,307,714 $527.9M
T. Rowe Price Investment Management, Inc. 0.29% Add +3831.9% 2,001,987 $458.0M
Kayne Anderson Rudnick Investment Management LLC 1.08% Reduce -20.5% 1,760,287 $402.7M
Morgan Stanley 0.02% Add +1.8% 1,371,772 $313.8M
State Street Corp. 0.01% Reduce -14.3% 1,209,261 $276.6M
Geode Capital Management, LLC 0.01% Reduce -4.8% 882,035 $201.4M
Invesco Ltd. 0.02% Add +21.6% 837,658 $191.6M
Citadel Advisors 0.11% Add +24.5% 683,279 $156.3M
Massachusetts Financial Services Co. 0.04% Reduce -7.8% 524,800 $120.0M
William Blair Investment Management, LLC 0.33% Reduce -6.4% 519,836 $118.9M
JPMorgan Chase & Co. 0.01% Add +73.0% 474,095 $108.4M
London Co. of Virginia 0.57% Reduce -8.0% 433,463 $99.2M
Norges Bank 0.01% — 426,717 $97.6M
Dimensional Fund Advisors LP 0.02% Add +29.6% 420,644 $96.2M
Point72 Asset Management 0.14% New 386,441 $88.4M
Charles Schwab Investment Management Inc. 0.01% Add +6.3% 356,706 $81.6M
Millennium Management 0.06% Add +303.4% 352,226 $80.6M
Adage Capital Partners Gp, L.L.C. 0.12% Add +254.6% 339,716 $77.7M
Wells Fargo & Company 0.01% Reduce -21.8% 303,136 $69.3M
Southpoint Capital Advisors LP 1.60% New 300,000 $68.6M
UBS Group AG 0.01% Add +30.7% 297,361 $68.0M
American Century Companies Inc. 0.03% Reduce -1.5% 296,884 $67.9M
Bank of New York Mellon Corp 0.01% Add +3.4% 293,338 $67.1M
Gilder Gagnon Howe & Co. LLC 0.68% Reduce -2.2% 280,857 $64.2M
Northern Trust Corp. 0.01% Reduce -25.2% 272,278 $62.3M
Nomura Asset Management International Inc. 0.08% — 230,968 $52.8M
Jane Street Group, LLC 0.06% Add +378.9% 230,942 $52.8M
D. E. Shaw & Co. 0.04% Add +227.7% 228,078 $52.2M
Raymond James Financial Inc. 0.02% Reduce -39.2% 217,123 $49.7M
First Manhattan Co. Llc. 0.13% Reduce -12.9% 215,602 $49.3M
Qube Research & Technologies Ltd 0.07% New 204,829 $46.9M
Findlay Park Partners LLP 0.59% Reduce -16.8% 201,775 $46.2M
Goldman Sachs Group Inc. 0.01% Reduce -39.3% 180,057 $41.2M
Bank of America Corp. 0.00% Reduce -5.9% 176,585 $40.4M
Caledonia Investments PLC 4.46% Add +9.3% 175,887 $40.2M
Alliancebernstein L.P. 0.01% Add +44.7% 163,937 $37.5M
Nordea Investment Management AB 0.03% Reduce -20.4% 148,898 $34.2M
EULAV Asset Management 0.89% Reduce -21.9% 146,261 $33.5M
Conestoga Capital Advisors, LLC 0.56% Add +17.3% 144,707 $33.1M
GW&K Investment Management, LLC 0.28% Reduce -7.8% 139,853 $32.0M
Envestnet Asset Management Inc. 0.01% Reduce -68.2% 139,666 $31.9M
TD Asset Management Inc 0.03% Add +1474.1% 139,071 $31.8M
Amundi 0.01% Add +18.9% 134,902 $30.9M
Corient Private Wealth LP 0.04% Add +1719.3% 133,738 $30.6M
Tudor Investment Corporation 0.17% Add +382.5% 133,221 $30.5M
Worldquant Millennium Advisors LLC 0.11% Add +5.0% 124,066 $28.4M
Sone Capital Management, LLC 2.29% Add +468.1% 123,344 $28.2M
Villere St Denis J & Co. LLC 2.89% Reduce -3.5% 123,110 $28.2M
T. Rowe Price Associates Inc. 0.00% Reduce -40.9% 115,450 $26.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -55.2% 113,465 $26.0M
Formuepleje A/S 1.49% Reduce -2.1% 108,785 $24.9M
Stephens Investment Management Group LLC 0.32% Add +0.7% 107,694 $24.6M
Voloridge Investment Management, LLC 0.08% Add +74.7% 103,306 $23.6M
Deutsche Bank AG 0.01% Reduce -55.5% 103,253 $23.6M
CI Investments Inc. 0.10% Add +28.9% 101,697 $23.3M
Swedbank AB 0.02% Reduce -27.0% 101,000 $23.1M
Handelsbanken Fonder AB 0.07% Reduce -37.9% 96,884 $22.2M
Geneva Capital Management LLC 0.42% Add +2.3% 96,727 $22.1M
Royal Bank of Canada 0.00% Reduce -48.0% 96,548 $22.1M
J. Goldman & Co LP 0.81% New 90,646 $20.7M
Nuveen, LLC 0.01% Reduce -39.3% 87,217 $20.0M
Waters Parkerson & Co., LLC 0.93% Reduce -27.8% 82,537 $18.9M
Capital World Investors 0.00% No change 82,506 $18.9M
SG Americas Securities, LLC 0.02% Add +72.1% 80,720 $18.5M
HSBC Holdings PLC 0.01% Add +12.6% 79,093 $18.1M
BNP Paribas Financial Markets 0.01% Add +49.1% 78,086 $17.9M
Barclays PLC 0.01% Add +2.3% 75,232 $17.2M
Legal & General Group Plc 0.00% Reduce -52.2% 70,196 $16.1M
Copeland Capital Management, LLC 0.36% Reduce -14.1% 70,026 $16.0M
Blair William & Co. 0.04% Reduce -75.1% 68,988 $15.8M
Rhumbline Advisers 0.01% Reduce -6.4% 68,947 $15.8M
Academy Capital Management 2.03% Add +288.7% 66,808 $15.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +6.9% 66,625 $15.3M
Swiss National Bank 0.01% Reduce -35.7% 66,240 $15.2M
Sei Investments Co. 0.01% Reduce -26.6% 64,725 $14.8M
Trexquant Investment LP 0.13% Add +725.5% 64,691 $14.8M
Gotham Asset Management 0.05% Add +370.1% 64,404 $14.7M
Natixis Advisors, LLC 0.02% Reduce -4.2% 63,965 $14.6M
California Public Employees Retirement System 0.01% Reduce -5.7% 63,725 $14.6M
Wasatch Advisors LP 0.08% Reduce -84.4% 62,293 $14.2M
Campbell & CO Investment Adviser LLC 0.67% Add +4376.6% 60,568 $13.9M
Deprince Race & Zollo Inc. 0.25% Add +40.9% 57,370 $13.1M
Parnassus Investments, LLC 0.03% Reduce -70.2% 57,094 $13.1M
Stifel Financial Corp. 0.01% Reduce -46.7% 53,252 $12.2M
Russell Investments Group, Ltd. 0.01% Add +4.7% 52,823 $12.1M
Teachers Retirement System of the State of Kentucky 0.09% Add +47.0% 52,822 $12.1M
Quantinno Capital Management LP 0.02% Add +68.0% 51,412 $11.8M
Congress Asset Management Co. 0.08% Add +0.9% 49,988 $11.4M
Curi Capital, LLC 0.19% Reduce -4.7% 47,265 $10.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +81.8% 46,321 $10.6M
Schonfeld Strategic Advisors LLC 0.05% Add +4182.6% 45,181 $10.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -52.9% 43,446 $9.9M
State of Wisconsin Investment Board 0.02% Add +28.2% 43,434 $9.9M
New York State Common Retirement Fund 0.01% Add +0.3% 43,356 $9.9M
LPL Financial LLC 0.00% Reduce -18.7% 43,351 $9.9M
Royce & Associates LP 0.10% Reduce -5.4% 43,182 $9.9M
BLI - Banque de Luxembourg Investments 0.28% Reduce -6.8% 41,300 $9.5M
Bridges Investment Management Inc. 0.12% Reduce -41.0% 41,266 $9.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -39.9% 40,779 $9.4M
Federated Hermes, Inc. 0.02% Reduce -9.3% 40,944 $9.4M
Comerica Bank 0.04% Add +61.8% 39,365 $9.0M
Concentric Capital Strategies, LP 0.46% New 38,453 $8.8M
Osborne Partners Capital Management, LLC 0.44% Add +3.4% 37,623 $8.6M
Susquehanna International Group, LLP 0.01% Reduce -37.7% 36,262 $8.3M
Principal Financial Group Inc. 0.00% Reduce -12.5% 36,184 $8.3M
Rockefeller Capital Management L.P. 0.01% Add +3879.1% 33,942 $7.8M
Clearline Capital LP 0.56% New 32,355 $7.4M
Montrusco Bolton Investments Inc. 0.09% Add +20.8% 32,295 $7.4M
California State Teachers Retirement System 0.01% Reduce -39.6% 31,617 $7.2M
Citigroup Inc. 0.00% Add +38.8% 31,477 $7.2M
Advisors Capital Management, LLC 0.08% Reduce -49.9% 30,332 $6.9M
Van Eck Associates Corp. 0.01% Add +274.0% 30,131 $6.9M
DekaBank Deutsche Girozentrale 0.01% No change 16,853 $6.8M
Rice Hall James & Associates, LLC 0.37% Reduce -2.9% 29,633 $6.8M
Allianz Asset Management GmbH 0.01% Reduce -4.3% 29,029 $6.6M
Public Employees Retirement System of Ohio 0.02% Add +3.9% 28,464 $6.5M
New York State Teachers Retirement System 0.01% Reduce -0.0% 28,444 $6.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -6.3% 28,189 $6.4M
National Bank of Canada 0.01% Add +297.9% 27,984 $6.4M
Eldred Rock Partners, LLC 1.60% New 27,035 $6.2M
Edgestream Partners, L.P. 0.17% New 26,203 $6.0M
Westwood Holdings Group Inc. 0.05% Add +1.1% 25,357 $5.8M
United Capital Financial Advisors, LLC 0.03% Reduce -9.0% 24,549 $5.6M
Y-Intercept (Hong Kong) Ltd 0.12% Add +218.0% 24,371 $5.6M
Manufacturers Life Insurance Company, The 0.00% Add +3.6% 23,731 $5.4M
Franklin Resources Inc. 0.00% Reduce -14.7% 22,241 $5.1M
ExodusPoint Capital Management, LP 0.06% New 21,938 $5.0M
XTX Topco Ltd 0.13% New 21,480 $4.9M
Bank of Montreal 0.00% Reduce -5.3% 21,453 $4.9M
Truist Financial Corp. 0.01% Reduce -33.2% 21,009 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -15.9% 20,767 $4.8M
Natixis 0.02% New 20,668 $4.7M
UNIVEST FINANCIAL Corp 0.25% Reduce -39.9% 20,623 $4.7M
Logan Capital Management Inc. 0.20% Reduce -6.0% 20,528 $4.7M
VELA Investment Management, LLC 1.25% Add +82.6% 20,028 $4.6M
Schwartz Investment Counsel Inc. 0.16% New 20,000 $4.6M
Assenagon Asset Management S.A. 0.01% Reduce -17.6% 19,794 $4.5M
FMR LLC 0.00% Add +23.3% 19,246 $4.4M
Quadrature Capital Ltd 0.04% New 18,056 $4.1M
Orion Porfolio Solutions, LLC 0.03% Add +8.6% 17,693 $4.0M
First Trust Advisors LP 0.00% Add +564.5% 17,330 $4.0M
Nisa Investment Advisors, LLC 0.01% Reduce -4.3% 17,302 $4.0M
Bell Asset Management Ltd 1.03% Add +49.8% 16,719 $3.8M
Baron Capital (BAMCO) 0.01% Add +5.5% 16,621 $3.8M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.7% 16,620 $3.8M
Prudential Financial Inc. 0.00% Reduce -10.3% 16,398 $3.8M
HRT Financial LP 0.01% Reduce -79.1% 15,705 $3.6M
APG Asset Management N.V. 0.01% Reduce -12.9% 18,380 $3.6M
Janus Henderson Group PLC 0.00% Add +454.8% 15,579 $3.6M
Prospect Capital Advisors, LLC 1.84% No change 15,560 $3.6M
Aquatic Capital Management LLC 0.10% Add +2403.2% 14,969 $3.4M
CenterBook Partners LP 0.17% New 14,781 $3.4M
Hancock Whitney Corp. 0.06% Reduce -18.8% 14,375 $3.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.19% Reduce -2.8% 14,368 $3.3M
Man Group plc 0.01% Reduce -79.5% 14,290 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -11.2% 14,150 $3.2M
Toronto Dominion Bank 0.01% Add +10.6% 13,901 $3.2M
Treasurer of the State of North Carolina 0.01% Reduce -14.4% 13,823 $3.2M
Creative Planning 0.00% Add +63.2% 13,776 $3.2M
Centaurus Financial, Inc. 0.14% Reduce -9.3% 13,716 $3.1M
Covea Finance 0.10% No change 13,700 $3.1M
Tidal Investments LLC 0.01% Add +24.1% 13,288 $3.0M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -25.0% 12,980 $3.0M
Agf Management Ltd. 0.01% Add +21.5% 12,920 $3.0M
Inspire Investing, LLC 0.27% Add +1203.8% 12,895 $2.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -50.5% 12,585 $2.9M
Osaic Holdings, Inc. 0.00% Reduce -9.5% 12,362 $2.8M
ArchPoint Investors 0.64% New 11,875 $2.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.8% 11,662 $2.7M
Captrust Financial Advisors 0.01% Add +149.5% 11,599 $2.7M
Cullen Investment Group, LTD. 0.34% Reduce -24.7% 10,359 $2.6M
Polar Asset Management Partners Inc. 0.07% New 11,300 $2.6M
King Luther Capital Management Corp. 0.01% Add +236.4% 11,146 $2.5M
NewEdge Wealth, LLC 0.03% Reduce -23.5% 10,848 $2.5M
Chou Associates Management Inc. 1.21% No change 10,636 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +24.3% 10,584 $2.4M
Silver Oak Securities, Incorporated 0.16% New 10,383 $2.4M
Pinnacle Financial Partners, Inc. 0.02% — 10,342 $2.4M
Cetera Investment Advisers 0.00% Add +3.8% 10,128 $2.3M
Quantbot Technologies LP 0.08% New 10,078 $2.3M
JGP Wealth Management, LLC 0.24% Reduce -60.3% 10,016 $2.3M
Credit Agricole S A 0.01% Reduce -18.0% 9,957 $2.3M
Hilton Capital Management, LLC 0.17% Add +10.0% 9,830 $2.2M
&partners 0.01% Add +9.4% 10,003 $2.2M
Bridgewater Associates 0.01% Add +131.2% 9,662 $2.2M
Empowered Funds, LLC 0.04% Add +439.8% 9,641 $2.2M
Atria Investments, Inc 0.03% Reduce -15.3% 9,597 $2.2M
Verition Fund Management LLC 0.01% Reduce -63.8% 9,470 $2.2M
Arizona State Retirement System 0.01% Reduce -10.4% 9,415 $2.2M
Dark Forest Capital Management LP 0.10% Reduce -35.3% 9,319 $2.1M
Concurrent Investment Advisors, LLC 0.02% Add +10.9% 9,313 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -47.8% 9,247 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +3.1% 9,004 $2.1M
Czech National Bank 0.01% Add +3.6% 8,644 $2.0M
Azzad Asset Management Inc. 0.19% Reduce -0.0% 8,623 $2.0M
State of Michigan Retirement System 0.01% Reduce -17.9% 8,613 $2.0M
Guggenheim Capital LLC 0.01% Add +6.0% 8,584 $2.0M
Public Sector Pension Investment Board 0.01% Add +242.9% 8,387 $1.9M
Storebrand Asset Management As 0.01% Reduce -53.7% 8,309 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -17.4% 8,293 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -4.2% 8,157 $1.9M
MML Investors Services, LLC 0.00% Add +4.3% 8,124 $1.9M
New York Life Investment Management LLC 0.02% Reduce -5.9% 7,718 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.3% 7,625 $1.7M
Lotus Technology Management, LP 0.97% — 7,612 $1.7M
Magnetar Financial LLC 0.02% New 7,556 $1.7M
Blueshift Asset Management, LLC 0.50% Add +933.6% 7,504 $1.7M
Rule One Partners, LLC 2.07% New 7,501 $1.7M
CIBC Asset Management Inc 0.00% Add +42.6% 7,467 $1.7M
Monimus Capital Management, LP 1.12% New 7,390 $1.7M
KLP Kapitalforvaltning As 0.01% Reduce -43.6% 7,160 $1.6M
Heron Bay Capital Management 0.31% Reduce -47.8% 7,155 $1.6M
Mutual of America Capital Management LLC 0.02% Add +3.8% 7,123 $1.6M
Oak Thistle LLC 0.22% Add +970.4% 7,054 $1.6M
Aventail Capital Group, LP 0.09% Reduce -56.8% 7,052 $1.6M
Retirement Systems of Alabama 0.01% Reduce -0.5% 6,973 $1.6M
UniSuper Management Pty Ltd 0.01% Reduce -2.4% 6,848 $1.6M
Canada Post Corp Registered Pension Plan 0.06% Reduce -5.9% 6,840 $1.6M
First National Bank of Omaha 0.05% Reduce -4.4% 6,704 $1.5M
Jump Financial, LLC 0.02% Add +6.8% 6,670 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -9.5% 6,668 $1.5M
Voya Investment Management LLC 0.00% Reduce -14.6% 6,653 $1.5M
Gsa Capital Partners LLP 0.13% New 6,612 $1.5M
Twinbeech Capital LP 0.11% Reduce -21.1% 6,606 $1.5M
Pictet Asset Management Holding SA 0.00% Reduce -98.8% 6,599 $1.5M
Amalgamated Bank 0.01% Reduce -1.7% 6,565 $1.5M
Acadian Asset Management LLC 0.00% Reduce -18.7% 6,524 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +8.3% 6,490 $1.5M
SummitTX Capital, L.P. 0.04% Add +14.1% 6,480 $1.5M
Quantitative Investment Management, LLC 0.14% New 6,460 $1.5M
ProShare Advisors LLC 0.00% Add +9.1% 6,240 $1.4M
First National Advisers, LLC 0.19% Reduce -13.4% 6,191 $1.4M
Catalyst Funds Management Pty Ltd 0.33% Add +105.3% 6,160 $1.4M
Diversify Wealth Management, LLC 0.07% Reduce -10.0% 5,366 $1.4M
Brevan Howard Capital Management LP 0.03% Reduce -58.1% 5,957 $1.4M
Brant Point Investment Management LLC 0.33% Reduce -20.3% 5,935 $1.4M
Cibc World Markets Corp. 0.01% — 5,917 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +14.7% 5,845 $1.3M
Utah Retirement Systems 0.01% Reduce -2.5% 5,780 $1.3M
Aristotle Capital Boston, LLC 0.07% Reduce -10.6% 5,777 $1.3M
Settian Capital LP 0.88% No change 5,775 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +8.5% 5,702 $1.3M
Taylor Frigon Capital Management LLC 0.63% Add +8.7% 5,480 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +72.7% 5,312 $1.2M
LRT Capital Management, LLC 1.02% New 5,194 $1.2M
Merit Financial Group, LLC 0.01% Reduce -1.5% 5,147 $1.2M
Northwest & Ethical Investments L.P. 0.03% Add +7.0% 5,095 $1.2M
US Bancorp \de 0.00% Reduce -20.2% 4,896 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -2.6% 4,369 $1.1M
Regions Financial Corp. 0.01% Reduce -19.3% 4,804 $1.1M
Campbell Newman Asset Management Inc. 0.08% Reduce -2.7% 4,785 $1.1M
Victory Capital Management Inc. 0.00% Reduce -69.5% 4,730 $1.1M
KBC Group NV 0.00% Reduce -19.5% 4,727 $1.1M
AQR Capital Management 0.00% Reduce -10.9% 4,616 $1.1M
Bank of Nova Scotia 0.00% Reduce -17.1% 4,531 $1.0M
Weik Capital Management 0.39% No change 4,500 $1.0M
Crossmark Global Holdings, Inc. 0.01% Reduce -6.5% 4,465 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -2.9% 3,902 $1.0M
Oppenheimer Asset Management Inc. 0.01% Reduce -57.8% 4,377 $1.0M
Royal London Asset Management Ltd. 0.00% Reduce -2.5% 4,365 $998K
WCM Investment Management, LLC 0.00% Reduce -39.7% 4,208 $972K
LMR Partners LLP 0.01% New 4,241 $970K
Lord, Abbett & Co. LLC 0.00% Add +4.4% 4,161 $952K
Henshaw Capital LLC 0.03% No change 4,095 $937K
Carnegie Investment Counsel 0.02% Reduce -33.8% 4,083 $934K
Diligent Investors, LLC 0.23% Reduce -14.3% 4,034 $923K
SVB Wealth LLC 0.05% Reduce -27.9% 4,014 $918K
Union Bancaire Privee, UBP SA 0.01% Add +112.9% 4,002 $918K
RBF Capital, LLC 0.04% New 4,000 $915K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.7% 3,748 $897K
BNP Paribas 0.03% No change 3,896 $890K
Strong Tower Advisory Services 0.16% Add +56.0% 3,853 $881K
Callan Family Office, LLC 0.02% Add +323.2% 3,796 $868K
AlphaQuest LLC 0.05% Add +4165.2% 3,796 $868K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.6% 3,755 $859K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -46.8% 3,717 $850K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -43.7% 3,712 $849K
Marathon Trading Investment Management LLC 0.10% New 3,700 $846K
Cynosure Group, LLC 0.09% Add +184.4% 3,689 $844K
Machina Capital S.A.S. 0.16% Add +298.4% 3,681 $842K
Qsemble Capital Management, LP 0.07% Add +48.8% 3,670 $840K
Benjamin Edwards Inc. 0.01% Reduce -95.0% 3,646 $835K
Xponance LLC 0.01% Reduce -35.0% 3,612 $826K
Jefferies Financial Group Inc. 0.01% New 3,544 $811K
Cim, LLC 0.11% Add +7.8% 3,529 $807K
Neuberger Berman Group LLC 0.00% Reduce -56.5% 3,498 $800K
Limestone Investment Advisors LP 0.57% New 3,477 $795K
Cibc World Market Inc. 0.00% Reduce -18.7% 3,430 $785K
Torray Investment Partners LLC 0.12% Reduce -35.4% 3,422 $783K
Pacer Advisors, Inc. 0.00% Add +27.5% 3,333 $762K
State of Alaska, Department of Revenue 0.01% Reduce -8.8% 3,276 $749K
Investment Advisory Services Inc. /TX 0.23% Reduce -4.4% 3,198 $732K
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.9% 3,174 $726K
Mitchell & Pahl Private Wealth, LLC 0.30% Reduce -1.8% 3,171 $725K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -11.5% 3,146 $722K
Meridian Wealth Management, LLC 0.02% Reduce -3.5% 3,089 $707K
Freestone Grove Partners LP 0.01% Reduce -93.3% 3,082 $705K
TD Private Client Wealth LLC 0.01% Reduce -46.8% 3,075 $703K
Armistice Capital, LLC 0.02% New 3,073 $703K
Caprock Group, LLC 0.01% Add +74.9% 3,013 $689K
Rakuten Investment Management, Inc. 0.00% Reduce -51.1% 2,924 $671K
Gateway Investment Advisers LLC 0.01% New 2,883 $659K
Rafferty Asset Management, LLC 0.00% Reduce -2.4% 2,861 $654K
Virtu Financial LLC 0.03% New 2,843 $650K
Fox Run Management, L.L.C. 0.10% New 2,830 $647K
Public Employees Retirement Association of Colorado 0.00% Reduce -93.1% 2,797 $640K
Sumitomo Life Insurance Co. 0.02% Add +1.1% 2,773 $634K
ELCO Management Co., LLC 0.40% New 2,766 $633K
Teacher Retirement System of Texas 0.00% Reduce -41.1% 2,755 $630K
L. Roy Papp & Associates, LLP 0.07% Add +25.1% 2,656 $608K
Landscape Capital Management, L.L.C. 0.04% New 2,646 $605K
Perigon Wealth Management, LLC 0.01% New 2,618 $599K
Commerce Bank 0.00% Add +11.3% 2,554 $584K
Mizuho Securities USA LLC 0.01% Reduce -0.2% 2,387 $581K
Daiwa Securities Group Inc. 0.00% Reduce -53.8% 2,519 $576K
Scientech Research LLC 0.36% Add +156.1% 2,515 $575K
Stevens Capital Management LP 0.20% New 2,507 $573K
Intrust Bank NA 0.05% Reduce -7.8% 2,466 $564K
Banque Pictet & Cie SA 0.01% No change 2,450 $560K
Dearborn Partners LLC 0.03% Reduce -95.0% 2,422 $554K
Twin Tree Management, LP 0.05% New 2,343 $536K
Boothbay Fund Management, LLC 0.01% Add +77.4% 2,338 $535K
Sequoia Financial Advisors, LLC 0.00% Add +24.8% 2,328 $533K
Equitable Trust Co. 0.02% Add +9.7% 2,305 $527K
Lecap Asset Management Ltd. 0.21% New 2,301 $526K
O'shaughnessy Asset Management, LLC 0.00% Reduce -31.8% 2,300 $526K
Park Avenue Securities LLC 0.00% Reduce -26.6% 2,282 $522K
Boreal Capital Management LLC 0.47% Add +8.3% 2,265 $518K
Havemeyer Place LP 0.10% — 2,235 $511K
Eventide Asset Management, LLC 0.01% Add +14.4% 2,190 $506K
Private Advisor Group, LLC 0.00% Reduce -28.5% 2,207 $505K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,875 $496K
Gibbs Wealth Management 0.12% Reduce -31.0% 1,953 $493K
Vontobel Holding Ltd. 0.00% Add +6.6% 2,143 $490K
Diversify Advisory Services, LLC 0.02% Add +6.6% 1,794 $481K
AdvisorShares Investments LLC 0.08% Add +31.4% 2,093 $479K
Ensign Peak Advisors, Inc 0.00% Reduce -75.3% 2,064 $472K
Norinchukin Bank, The 0.01% Add +4.2% 2,039 $466K
M&T Bank Corp 0.00% Reduce -51.7% 2,030 $464K
Cerity Partners LLC 0.00% Reduce -45.5% 2,025 $463K
Great Lakes Advisors, LLC 0.00% Reduce -2.7% 2,018 $462K
WINTON GROUP Ltd 0.02% New 2,014 $461K
DF Dent & Co. Inc. 0.01% Reduce -26.3% 2,013 $460K
Allstate Corp. 0.01% Add +80.7% 2,011 $460K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -29.2% 2,010 $460K
Portside Wealth Group, LLC 0.06% Reduce -29.5% 2,001 $458K
Cullen Capital Management, LLC 0.01% New 2,001 $458K
Liontrust Investment Partners LLP 0.01% Reduce -9.6% 1,962 $449K
Bessemer Group Inc. 0.00% Add +22.0% 1,937 $443K
Hartford Investment Management Co. 0.01% No change 1,917 $439K
PharVision Advisers, LLC 0.22% New 1,914 $438K
Nissay Asset Management Corp. /Japan 0.00% Reduce -70.5% 1,906 $436K
Aberdeen Group plc 0.00% Reduce -54.3% 1,860 $425K
Hantz Financial Services, Inc. 0.01% Add +102.3% 1,835 $420K
Norden Group LLC 0.04% Reduce -15.6% 1,835 $420K
Kestra Advisory Services, LLC 0.00% Add +0.8% 1,790 $410K
Norman Fields, Gottscho Capital Management, LLC 0.13% Add +28.0% 1,786 $409K
Elevation Point Wealth Partners, LLC 0.02% Reduce -1.9% 1,785 $408K
Brooklyn Investment Group 0.02% New 1,775 $407K
Thompson Investment Management, Inc. 0.05% Add +163.0% 1,775 $406K
Coldstream Capital Management Inc. 0.01% Reduce -75.2% 1,772 $405K
Aureus Asset Management, LLC 0.03% No change 1,771 $405K
MQS Management LLC 0.24% New 1,756 $402K
Quadrant Capital Group LLC 0.01% Add +198.6% 1,750 $400K
Maryland State Retirement & Pension System 0.01% No change 1,742 $398K
Level Four Advisory Services, LLC 0.01% Reduce -44.4% 1,740 $398K
Mission Wealth Management, LP 0.01% Reduce -5.8% 1,732 $396K
Vise Technologies, Inc. 0.01% Add +12.5% 1,732 $396K
Fulton Bank, N.A. 0.01% Reduce -29.9% 1,726 $395K
Zacks Investment Management 0.00% Add +0.6% 1,721 $394K
Louisiana State Employees Retirement System 0.01% No change 1,700 $389K
Mercer Global Advisors Inc. 0.00% Add +14.4% 1,694 $387K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -97.8% 1,690 $387K
Advisory Services Network, LLC 0.01% Reduce -26.2% 1,683 $385K
Swiss Life Asset Management Ltd 0.00% Reduce -78.0% 1,665 $381K
Knollwood Investment Advisory, LLC 0.04% No change 1,655 $379K
Summit Trail Advisors, LLC 0.01% Reduce -8.9% 1,640 $375K
Sterling Capital Management LLC 0.01% Reduce -10.2% 1,631 $373K
Focus Partners Wealth 0.00% Add +113.0% 1,627 $373K
Vident Advisory, LLC 0.00% Reduce -30.6% 1,626 $372K
HighTower Advisors, LLC 0.00% Reduce -21.2% 1,566 $358K
Asset Management One Co., Ltd. 0.00% Reduce -90.1% 1,561 $358K
Bennett Selby Investments LP 0.11% Reduce -69.3% 1,557 $356K
LVW Advisors, LLC 0.04% Reduce -24.2% 1,535 $351K
Commonwealth Equity Services, LLC 0.00% Reduce -32.5% 1,530 $350K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -59.4% 1,511 $346K
Arkadios Wealth Advisors 0.01% Reduce -17.6% 1,508 $345K
Prelude Capital Management, LLC 0.03% New 1,500 $343K
New Mexico Educational Retirement Board 0.01% Reduce -11.8% 1,500 $343K
Alliance Wealth Advisors, LLC 0.07% Reduce -38.0% 1,491 $341K
JT Stratford LLC 0.04% No change 1,484 $339K
First Bank & Trust 0.06% Add +9.3% 1,482 $339K
Harbor Capital Advisors, Inc. 0.03% Reduce -4.5% 1,484 $339K
Impact Capital Partners LLC 0.10% Reduce -27.1% 1,476 $338K
Allspring Global Investments Holdings, LLC 0.00% Reduce -90.4% 1,468 $337K
Bahl & Gaynor LLC 0.00% Reduce -19.3% 1,449 $331K
Farther Finance Advisors, LLC 0.00% Add +27.4% 1,441 $330K
Soltis Investment Advisors LLC 0.02% New 1,406 $322K
Foundations Investment Advisors, LLC 0.00% Reduce -5.9% 1,399 $320K
Macquarie Group Ltd. 0.00% Reduce -99.6% 1,387 $317K
OMERS ADMINISTRATION Corp 0.00% No change 1,385 $317K
Argent Trust Co 0.01% Reduce -15.6% 1,372 $314K
Engineers Gate Manager LP 0.00% Reduce -62.2% 1,359 $311K
MUFG Securities EMEA plc 0.00% Add +114.3% 1,348 $308K
Nicolet Advisory Services, LLC 0.02% Reduce -42.4% 1,191 $308K
International Assets Investment Management, LLC 0.02% New 1,338 $306K
DRW Securities, LLC 0.02% Add +30.1% 1,333 $305K
Ofi Invest Asset Management 0.00% New 1,311 $300K
Thrivent Financial for Lutherans 0.00% Reduce -94.3% 1,305 $299K
Perennial Investment Advisors, LLC 0.02% Add +0.2% 1,306 $299K
Alpine Woods Capital Investors, LLC 0.07% New 1,302 $298K
Y.D. More Investments Ltd 0.01% New 1,302 $298K
Heritage Family Offices, LLP 0.13% Reduce -23.9% 1,298 $297K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.4% 1,295 $296K
Ossiam 0.01% Reduce -28.5% 1,256 $287K
North Dakota State Investment Board 0.01% — 1,235 $283K
Leonteq Securities AG 0.01% Reduce -51.7% 1,233 $282K
Jones Financial Companies LLLP 0.00% Reduce -0.8% 1,225 $280K
Cim Investment Management Inc. 0.07% No change 1,199 $274K
Aigen Investment Management, LP 0.06% Reduce -36.8% 1,194 $273K
Caitong International Asset Management Co., Ltd 0.07% Add +3512.1% 1,192 $273K
DAVENPORT & Co LLC 0.00% Reduce -18.7% 1,190 $272K
V-Square Quantitative Management LLC 0.03% New 1,184 $271K
HB Wealth Management, LLC 0.00% Reduce -18.8% 1,173 $268K
Mackenzie Financial Corp. 0.00% Add +6.1% 1,150 $265K
Empirical Finance, LLC 0.01% Reduce -4.1% 1,143 $261K
Baird Financial Group, Inc. 0.00% Reduce -96.5% 1,136 $260K
Oxford Asset Management LLP 0.09% New 1,121 $256K
Assetmark, Inc. 0.00% Add +5.9% 1,115 $255K
Exchange Traded Concepts, LLC 0.00% Add +14.4% 1,115 $255K
Kera Capital Partners, Inc. 0.03% New 1,000 $254K
AlphaGrep UK Ltd 0.08% — 1,107 $253K
Verity & Verity, LLC 0.02% Reduce -17.2% 1,102 $252K
Horizon Investments, LLC 0.00% Add +1.6% 1,081 $247K
Fenimore Asset Management Inc 0.01% Reduce -21.4% 1,080 $247K
Icon Wealth Advisors, LLC 0.02% New 1,066 $244K
Praxis Investment Management Inc. 0.01% No change 1,061 $243K
Wealth Advisory Solutions, LLC 0.06% New 1,055 $241K
Wealthspire Advisors, LLC 0.00% Add +4.8% 1,051 $240K
111 Capital 0.05% New 1,047 $240K
Northwestern Mutual Investment Management Company, LLC 0.00% No change 1,047 $240K
Fayez Sarofim & Co 0.00% Reduce -5.2% 1,034 $237K
Oak Associates Ltd. 0.01% No change 1,030 $236K
HighPoint Advisor Group LLC 0.01% Reduce -4.5% 1,022 $234K
Fifth Third Bancorp 0.00% Reduce -12.8% 1,020 $233K
Modern Wealth Management, LLC 0.00% New 1,005 $230K
Steward Partners Investment Advisory, LLC 0.00% Add +3.7% 992 $227K
Sepio Capital, LP 0.01% Reduce -39.4% 975 $223K
Parallel Advisors, LLC 0.00% Add +3.8% 969 $222K
Vestcor Inc 0.01% Reduce -43.7% 965 $221K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -45.9% 956 $219K
Compound Planning, Inc. 0.01% Reduce -15.9% 955 $219K
Waverly Advisors, LLC 0.00% Add +30.2% 949 $217K
Sherbrooke Park Advisers LLC 0.56% Reduce -22.9% 942 $215K
Axxcess Wealth Management, LLC 0.00% Reduce -12.1% 942 $215K
Advisor OS, LLC 0.02% Add +0.6% 939 $215K
TruNorth Capital Management, LLC 0.04% New 938 $215K
Nomura Asset Management Co. Ltd. 0.00% Reduce -93.5% 936 $214K
Empower Advisory Group, LLC 0.00% Reduce -72.3% 934 $214K
Hills Bank & Trust Co 0.01% Add +0.3% 933 $213K
Chicago Capital, LLC 0.01% No change 920 $210K
OneDigital Investment Advisors LLC 0.00% Reduce -30.4% 918 $210K
Laird Norton Wetherby Trust Company, LLC 0.00% New 915 $209K
First Citizens Bank & Trust Co. 0.00% Add +2.5% 915 $209K
Wealth Alliance, LLC 0.02% Reduce -41.0% 899 $206K
Principal Securities, Inc. 0.00% Reduce -25.7% 898 $205K
Patton Fund Management, Inc. 0.03% Add +18.4% 893 $204K
Tributary Capital Management, LLC 0.02% Reduce -3.3% 890 $204K
Keybank National Association 0.00% Reduce -11.2% 887 $203K
Mufg Securities Americas Inc. 0.01% Reduce -0.3% 883 $202K
Forum Financial Management, LP 0.00% New 883 $202K
Wealthfront Advisers LLC 0.00% Reduce -35.1% 876 $200K
Securian Asset Management, Inc. 0.01% Reduce -47.0% 870 $199K
GAMMA Investing LLC 0.01% Reduce -15.1% 855 $196K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 828 $189K
STRS Ohio 0.00% Reduce -91.1% 790 $181K
Zions Bancorporation, National Association 0.01% Add +222.4% 748 $171K
EverSource Wealth Advisors, LLC 0.01% Reduce -13.2% 680 $156K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -49.4% 671 $153K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -97.1% 665 $152K
Signaturefd, LLC 0.00% Add +59.1% 646 $148K
CNB Bank 0.06% Reduce -35.7% 590 $135K
Hilltop National Bank 0.03% No change 554 $127K
Cwm, LLC 0.00% Reduce -18.3% 526 $120K
Litman Gregory Wealth Management LLC 0.01% Reduce -95.4% 500 $114K
Walleye Capital LLC 0.00% Add +925.0% 492 $113K
Tower Research Capital LLC (TRC) 0.00% Reduce -29.9% 472 $108K
Quarry LP 0.02% Add +719.6% 459 $105K
AdvisorNet Financial, Inc 0.01% Add +2.2% 458 $105K
Smartleaf Asset Management LLC 0.00% Reduce -0.2% 424 $98K
Wexford Capital LP 0.02% New 416 $95K
HM Payson & Co. 0.00% Add +0.3% 399 $91K
Resona Asset Management Co.,Ltd. 0.00% Reduce -96.9% 386 $89K
Danske Bank A/S 0.00% Reduce -95.4% 360 $82K
Global Retirement Partners, LLC 0.00% Add +102.3% 358 $82K
SBI Securities Co., Ltd. 0.00% Add +2.8% 333 $76K
LRI Investments, LLC 0.01% Reduce -1.8% 330 $76K
First Horizon Corp. 0.00% Reduce -1.5% 321 $73K
Whittier Trust Co. 0.00% Reduce -18.9% 296 $71K
BankPlus Trust Department 0.02% Reduce -14.9% 302 $69K
CX Institutional 0.00% Reduce -25.7% 272 $62K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +20.0% 270 $62K
Commonwealth Retirement Investments LLC 0.02% New 266 $61K
Blue Trust, Inc. 0.00% Reduce -6.3% 266 $61K
Daytona Street Capital LLC 0.05% — 259 $59K
Eurizon Capital SGR S.p.A. 0.00% — 255 $59K
CIBC Private Wealth Group LLC 0.00% Reduce -35.4% 257 $59K
SOA Wealth Advisors, LLC. 0.01% No change 237 $54K
Los Angeles Capital Management LLC 0.00% New 168 $47K
Penserra Capital Management LLC 0.00% Reduce -1.0% 202 $46K
Huntington National Bank 0.00% Reduce -17.5% 193 $44K
Brown Brothers Harriman & Co. 0.00% Reduce -64.6% 185 $42K
Arax Advisory Partners 0.00% Reduce -67.0% 169 $39K
Torren Management, LLC 0.02% — 166 $38K
NewEdge Advisors, LLC 0.00% No change 159 $36K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.7% 144 $34K
Rakuten Securities, Inc. 0.01% Reduce -71.6% 149 $34K
Walleye Trading LLC 0.00% Reduce -85.7% 146 $33K
American National Bank & Trust 0.00% Reduce -10.0% 144 $33K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -37.4% 142 $32K
Covestor Ltd 0.02% Add +348.4% 139 $32K
MAI Capital Management 0.00% Add +15.4% 135 $31K
Private Trust Co. NA 0.00% Add +78.6% 125 $29K
IFP Advisors, Inc 0.00% Add +8.9% 122 $28K
Clearstead Advisors, LLC 0.00% Add +100.0% 122 $28K
Allworth Financial LP 0.00% Reduce -4.0% 121 $28K
FWL Investment Management, LLC 0.01% No change 115 $26K
CYBER HORNET ETFs LLC 0.01% Add +6.8% 110 $25K
Chilton Capital Management LLC 0.00% No change 103 $24K
Strategic Wealth Partners, Ltd. 0.00% Add +24.1% 98 $22K
UMB Bank, n.a. 0.00% Reduce -17.4% 90 $21K
Clearstead Trust, LLC 0.00% No change 85 $19K
Sentry Investment Management LLC 0.01% No change 82 $19K
Tema ETFs LLC 0.00% New 83 $19K
WPG Advisers, LLC 0.01% Add +60.8% 82 $19K
Rossby Financial, LCC 0.01% Add +29.0% 80 $18K
Smithfield Trust Co 0.00% No change 80 $18K
MV Capital Management, Inc. 0.00% Reduce -17.6% 75 $17K
CENTRAL TRUST Co 0.00% Reduce -50.7% 67 $15K
Golden State Wealth Management, LLC 0.00% No change 62 $14K
KERR FINANCIAL PLANNING Corp 0.02% Reduce -1.8% 54 $14K
Wellington-Altus USA Inc. 0.01% — 61 $14K
Parkside Financial Bank & Trust 0.00% Add +30.4% 60 $14K
Entrust Financial LLC 0.01% — 60 $14K
TD Waterhouse Canada Inc. 0.00% Reduce -3.3% 59 $13K
Salomon & Ludwin, LLC 0.00% New 57 $13K
Quent Capital, LLC 0.00% Add +171.4% 57 $13K
Park Place Capital Corp 0.00% No change 57 $13K
Centerpoint Advisors, LLC 0.00% No change 55 $13K
Cullen/Frost Bankers, Inc. 0.00% Reduce -32.5% 52 $12K
Transamerica Financial Advisors, LLC 0.00% Add +16.3% 50 $11K
IMA Advisory Services, Inc. 0.00% No change 49 $11K
Summit Securities Group LLC 0.00% Reduce -14.3% 48 $11K
N.E.W. Advisory Services LLC 0.00% No change 46 $11K
SageView Advisory Group, LLC 0.00% New 46 $11K
ORG Partners LLC 0.00% Reduce -6.1% 46 $11K
DV Equities, LLC 0.00% — 45 $10K
Wilmington Savings Fund Society, FSB 0.00% Reduce -21.1% 45 $10K
Abound Wealth Management 0.00% Reduce -18.5% 44 $10K
Osterweis Capital Management Inc. 0.00% No change 41 $9K
Basecamp Wealth Advisors LLC 0.00% — 40 $9K
Spire Wealth Management 0.00% Reduce -47.0% 35 $8K
Citizens National Bank Trust Department 0.00% No change 35 $8K
Fideuram Asset Management (Ireland) dac 0.00% — 22 $7K
SWAN Capital LLC 0.00% No change 31 $7K
Root Financial Partners, LLC 0.00% Reduce -66.7% 31 $7K
West Branch Capital LLC 0.00% No change 30 $7K
Cornerstone Planning Group LLC 0.00% Add +400.0% 25 $6K
Farmers & Merchants Investments Inc. 0.00% No change 27 $6K
Financial Network Wealth Advisors LLC 0.01% Reduce -87.5% 26 $6K
SHP Wealth Management 0.00% — 26 $6K
C M Bidwell & Associates Ltd. 0.00% No change 26 $6K
CoreCap Advisors, LLC 0.00% Add +44.4% 26 $6K
Security National Bank 0.00% No change 25 $6K
Pacific Center for Financial Services 0.00% No change 18 $6K
Meeder Asset Management Inc. 0.00% New 22 $5K
IFC & Insurance Marketing, Inc. 0.01% — 22 $5K
Harbour Investments, Inc. 0.00% Reduce -9.1% 20 $5K
True Wealth Design, LLC 0.00% Add +53.9% 20 $5K
Delta Asset Management LLC 0.00% No change 20 $5K
Rothschild Investment LLC 0.00% Add +5.3% 20 $5K
Advocate Investing Services LLC 0.00% — 19 $4K
Anchor Investment Management, LLC 0.00% Reduce -72.5% 19 $4K
Larson Financial Group LLC 0.00% Add +200.0% 18 $4K
Frazier Financial Advisors, LLC 0.00% No change 18 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% New 17 $4K
SJS Investment Consulting Inc. 0.00% Reduce -68.0% 16 $4K
Wolff Wiese Magana LLC 0.00% No change 15 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -11.8% 15 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 14 $3K
Elyxium Wealth, LLC 0.00% New 14 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 14 $3K
Bayban 0.00% — 12 $3K
Raffa Wealth Management, LLC 0.00% No change 11 $3K
Rational Advisors, Inc. 0.00% Add +11.1% 10 $2K
Financial Management Professionals, Inc. 0.00% No change 10 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -9.1% 10 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 10 $2K
Principia Wealth Advisory, LLC 0.00% Add +350.0% 9 $2K
Concord Wealth Partners 0.00% No change 9 $2K
Howard Hughes Medical Institute 0.00% No change 8 $2K
Your Advocates Ltd., LLP 0.00% No change 8 $2K
Financial Consulate, Inc. 0.00% New 8 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 7 $2K
Wealth Watch Advisors, INC 0.00% No change 7 $2K
SouthState Bank Corp 0.00% Add +250.0% 7 $2K
TD Capital Management LLC 0.00% No change 6 $1K
Cromwell Holdings LLC 0.00% Reduce -88.7% 6 $1K
First Pacific Financial 0.00% Reduce -53.9% 6 $1K
Geneos Wealth Management Inc. 0.00% No change 6 $1K
Rachor Investment Advisory Services, LLC 0.00% — 5 $1K
Aspect Partners, LLC 0.00% No change 5 $1K
Versant Capital Management, Inc 0.00% Reduce -96.1% 5 $1K
CVA Family Office, LLC 0.00% New 5 $1K
Capital Analysts, LLC 0.00% New 4 $1K
Colonial Trust Co / SC 0.00% Reduce -94.0% 4 $957
NFSG Corp 0.00% No change 4 $934
Quaker Wealth Management, LLC 0.00% New 4 $915
Tucker Asset Management LLC 0.00% New 4 $915
Bare Financial Services, Inc 0.00% Add +33.3% 4 $915
Crewe Advisors LLC 0.00% New 4 $915
Johnson Financial Group, Inc. 0.00% Reduce -33.3% 4 $915
Investors Portfolio Services LLC 0.00% — 3 $759
Bogart Wealth, LLC 0.00% No change 3 $692
Stephens Consulting, LLC 0.00% New 3 $687
Manchester Capital Management LLC 0.00% Reduce -75.0% 3 $687
Lanark Financial, Inc. 0.00% No change 3 $686
Dunhill Financial, LLC 0.00% Add +100.0% 2 $476
Imprint Wealth LLC 0.00% Reduce -75.0% 2 $458
Cornerstone Financial Management LLC 0.00% — 2 $458
Physician Wealth Advisors, Inc. 0.00% New 2 $458
Bell Investment Advisors, Inc 0.00% Reduce -93.8% 2 $458
Rialto Wealth Management, LLC 0.00% Reduce -33.3% 2 $458
Keating Financial Advisory Services, Inc. 0.00% — 2 $458
Essential Partners LLC 0.00% New 2 $458
North Star Investment Management Corp. 0.00% No change 2 $458
Asset Dedication, LLC 0.00% No change 2 $458
Investment Counsel Co. of Nevada 0.00% No change 1 $229
Brown, Lisle/Cummings, Inc. 0.00% No change 1 $229
Luken Investment Analytics, LLC 0.00% New 1 $229
Strengthening Families & Communities, LLC 0.00% No change 1 $229
American Capital Advisory, LLC 0.00% New 1 $229
Kilter Group LLC 0.00% Reduce -66.7% 1 $229
HFM Investment Advisors, LLC 0.00% Reduce -66.7% 1 $229
Prestige Wealth Management Group LLC 0.00% No change 1 $229
DiNuzzo Private Wealth, Inc. 0.00% Reduce -83.3% 1 $229
Bay Harbor Wealth Management, LLC 0.00% Reduce -75.0% 1 $228
Quest 10 Wealth Builders, Inc. 0.00% Reduce -66.7% 1 $133
Avion Wealth 0.00% New 2 $0

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