PoolPOOL
13F holders, Q2 2026 (June 30)617holders +12
140new positions
131sold out
7famous investors
$214.98avg. 13F price*
At the end of Q2 2026, 617 institutions reported holding Pool Corp. (POOL) in their 13F filings, up 12 from Q1 2026. 140 opened new positions and 131 sold out. The largest holders were BlackRock, Inc. ($866.6M), Wellington Management Group LLP ($553.6M) and Kayne Anderson Rudnick Investment Management LLC ($553.2M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Pool Corp.
- CUSIP
- 73278L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $311.4M |
| Exits | 131 | $277.2M |
All 13F filers, Q1 2026 → Q2 2026: 9,161,925 shares bought and 6,642,459 shares sold, net +2,519,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| BlackRock, Inc. | 0.01% | Add +75.8% | 4,032,463 | $866.6M |
| Wellington Management Group LLP | 0.10% | Reduce -10.2% | 2,576,219 | $553.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.72% | Reduce -9.7% | 2,574,364 | $553.2M |
| Vanguard Portfolio Management LLC | 0.02% | Add +23.6% | 2,060,785 | $442.9M |
| T. Rowe Price Investment Management, Inc. | 0.28% | Reduce -11.6% | 1,988,405 | $427.3M |
| Morgan Stanley | 0.02% | Add +1.6% | 1,736,495 | $373.2M |
| Vanguard Capital Management LLC | 0.01% | Reduce -28.4% | 1,536,484 | $330.2M |
| AQR Capital Management | 0.10% | Add +687.1% | 1,400,460 | $296.7M |
| State Street Corp. | 0.01% | Reduce -9.6% | 1,077,946 | $231.7M |
| Massachusetts Financial Services Co. | 0.05% | Add +56.8% | 729,144 | $170.2M |
| Bank of New York Mellon Corp | 0.02% | Add +152.1% | 689,698 | $148.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -34.7% | 583,540 | $125.4M |
| Neuberger Berman Group LLC | 0.08% | Add +241.4% | 546,223 | $117.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +31.0% | 530,336 | $114.0M |
| American Century Companies Inc. | 0.05% | Add +2347.5% | 500,300 | $107.5M |
| Corient Private Wealth LP | 0.13% | Add +59.5% | 433,569 | $93.2M |
| UBS Group AG | 0.01% | Add +14.9% | 427,339 | $91.8M |
| Norges Bank | 0.01% | — | 412,492 | $88.6M |
| Wells Fargo & Company | 0.02% | Reduce -4.5% | 404,013 | $86.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.5% | 403,550 | $85.7M |
| London Co. of Virginia | 0.46% | Reduce -4.4% | 379,154 | $81.5M |
| Citadel Advisors | 0.04% | Reduce -0.1% | 354,143 | $76.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.9% | 346,867 | $74.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.4% | 334,047 | $71.8M |
| Invesco Ltd. | 0.01% | Reduce -68.8% | 329,319 | $70.8M |
| First Manhattan Co. Llc. | 0.18% | Add +13.4% | 323,110 | $69.4M |
| CIBC Bancorp USA Inc. | 0.08% | Add +37.4% | 311,486 | $66.9M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +510.9% | 300,576 | $64.6M |
| Southpoint Capital Advisors LP | 1.47% | Reduce -40.0% | 300,000 | $64.5M |
| Millennium Management | 0.04% | Reduce -37.2% | 289,968 | $62.3M |
| Alliancebernstein L.P. | 0.02% | Add +57.7% | 306,915 | $62.1M |
| Point72 Asset Management | 0.09% | Add +17.0% | 274,406 | $59.0M |
| Progeny 3, Inc. | 2.99% | Add +92.9% | 270,000 | $58.0M |
| Northern Trust Corp. | 0.01% | Reduce -13.3% | 251,270 | $54.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.4% | 243,760 | $52.4M |
| Gilder Gagnon Howe & Co. LLC | 0.52% | Reduce -16.4% | 235,717 | $50.7M |
| Bank of America Corp. | 0.00% | Reduce -10.0% | 235,194 | $50.5M |
| Deprince Race & Zollo Inc. | 0.84% | Add +37.2% | 234,224 | $50.3M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +13.6% | 228,284 | $49.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +10.1% | 204,817 | $44.0M |
| Schonfeld Strategic Advisors LLC | 0.23% | New | 197,073 | $42.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.6% | 190,128 | $40.9M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | New | 181,135 | $38.9M |
| Caledonia Investments PLC | 4.28% | No change | 175,887 | $37.8M |
| Findlay Park Partners LLP | 0.51% | Reduce -3.3% | 174,895 | $37.6M |
| Harvey Partners, LLC | 2.59% | Add +28.9% | 174,074 | $37.4M |
| FMR LLC | 0.00% | Add +34.9% | 164,980 | $35.5M |
| Gotham Asset Management | 0.08% | Add +113.0% | 162,371 | $34.9M |
| Select Equity Group, L.P. | 0.18% | New | 159,803 | $34.3M |
| Formuepleje A/S | 2.64% | Add +8.2% | 157,327 | $33.8M |
| Westwood Holdings Group Inc. | 0.25% | Reduce -6.5% | 156,453 | $33.6M |
| Principal Financial Group Inc. | 0.02% | Add +313.2% | 156,176 | $33.6M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -56.9% | 153,626 | $33.0M |
| Sone Capital Management, LLC | 2.40% | Reduce -9.0% | 146,366 | $31.5M |
| CI Investments Inc. | 0.10% | Add +0.9% | 144,415 | $31.0M |
| Sei Investments Co. | 0.03% | Reduce -11.1% | 142,056 | $30.5M |
| Quantinno Capital Management LP | 0.03% | Add +101.9% | 134,274 | $28.9M |
| GW&K Investment Management, LLC | 0.22% | Reduce -4.6% | 133,357 | $28.7M |
| TD Asset Management Inc | 0.02% | Reduce -6.3% | 132,792 | $28.5M |
| Long Pond Capital, LP | 2.98% | Add +20.9% | 132,400 | $28.5M |
| Clough Capital Partners L P | 2.28% | New | 130,121 | $28.0M |
| Eubel Brady & Suttman Asset Management Inc. | 3.35% | Add +15.6% | 122,722 | $26.4M |
| Susquehanna International Group, LLP | 0.02% | Add +328.6% | 118,559 | $25.5M |
| Nuveen, LLC | 0.01% | Reduce -8.7% | 118,307 | $25.4M |
| 12th Street Asset Management Company, LLC | 3.51% | New | 114,637 | $24.6M |
| Royce & Associates LP | 0.19% | Add +172.1% | 111,533 | $24.0M |
| Public Sector Pension Investment Board | 0.06% | Add +1080.4% | 110,178 | $23.7M |
| Schwartz Investment Counsel Inc. | 0.74% | Reduce -26.4% | 104,110 | $22.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +10.2% | 103,771 | $22.3M |
| Loomis Sayles & Co. L P | 0.03% | Add +52.7% | 102,684 | $22.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.1% | 102,046 | $21.9M |
| Villere St Denis J & Co. LLC | 2.55% | Reduce -16.8% | 97,043 | $20.9M |
| Geneva Capital Management LLC | 0.45% | Reduce -3.9% | 91,687 | $19.7M |
| Conestoga Capital Advisors, LLC | 0.42% | Reduce -41.0% | 90,032 | $19.3M |
| Eldred Rock Partners, LLC | 4.09% | Add +63.9% | 88,552 | $19.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +0.8% | 87,672 | $18.8M |
| Natixis Advisors, LLC | 0.02% | Add +23.0% | 87,002 | $18.7M |
| Handelsbanken Fonder AB | 0.05% | Reduce -0.5% | 86,413 | $18.6M |
| Waters Parkerson & Co., LLC | 0.91% | Reduce -1.3% | 86,219 | $18.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 86,144 | $18.5M |
| DAVENPORT & Co LLC | 0.09% | Add +4825.1% | 82,397 | $17.7M |
| Jones Financial Companies LLLP | 0.01% | Add +20.3% | 79,799 | $16.9M |
| Clearline Capital LP | 1.08% | No change | 78,088 | $16.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +5.3% | 77,934 | $16.7M |
| Legal & General Group Plc | 0.00% | Add +8.4% | 75,856 | $16.3M |
| Foyston, Gordon & Payne Inc | 3.38% | Add +120.1% | 73,176 | $15.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.5% | 70,105 | $15.1M |
| Marshall Wace, LLP | 0.01% | Reduce -75.3% | 69,318 | $14.9M |
| Rhumbline Advisers | 0.01% | Reduce -6.3% | 66,994 | $14.4M |
| Swiss National Bank | 0.01% | No change | 66,240 | $14.2M |
| Citigroup Inc. | 0.01% | Add +71.4% | 65,868 | $14.2M |
| BNP Paribas Financial Markets | 0.01% | Add +8.3% | 65,321 | $14.0M |
| Stanley Capital Management, LLC | 1.77% | New | 62,000 | $13.3M |
| Academy Capital Management | 1.72% | Reduce -50.8% | 60,608 | $13.0M |
| Mariner, LLC | 0.01% | New | 59,716 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Add +311.7% | 59,327 | $12.7M |
| Stifel Financial Corp. | 0.01% | Reduce -15.4% | 55,272 | $11.9M |
| Teachers Retirement System of the State of Kentucky | 0.08% | Add +11.6% | 52,338 | $11.2M |
| Polar Asset Management Partners Inc. | 0.27% | Add +108.0% | 51,800 | $11.1M |
| California Public Employees Retirement System | 0.01% | Add +0.3% | 51,593 | $11.1M |
| New York State Common Retirement Fund | 0.01% | Add +9.9% | 50,448 | $10.8M |
| Logan Capital Management Inc. | 0.38% | — | 47,531 | $10.2M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -61.6% | 47,290 | $10.2M |
| Rush Island Management, LP | 0.66% | New | 46,600 | $10.0M |
| Osborne Partners Capital Management, LLC | 0.52% | Reduce -13.4% | 43,323 | $9.3M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 43,296 | $9.3M |
| Kinsale Capital Group, Inc. | 1.22% | New | 42,975 | $9.2M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +1369.9% | 42,318 | $9.1M |
| Fifth Third Bancorp | 0.01% | Reduce -7.7% | 42,183 | $9.1M |
| Waverly Advisors, LLC | 0.05% | Add +277.6% | 38,682 | $8.3M |
| California State Teachers Retirement System | 0.01% | Reduce -2.2% | 38,181 | $8.2M |
| EverSource Wealth Advisors, LLC | 0.27% | Add +3934.2% | 37,236 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +317.0% | 36,739 | $7.9M |
| BLI - Banque de Luxembourg Investments | 0.28% | Reduce -10.8% | 36,859 | $7.8M |
| Trexquant Investment LP | 0.05% | Reduce -51.9% | 35,078 | $7.5M |
| Captrust Financial Advisors | 0.01% | Add +47.9% | 34,899 | $7.5M |
| Kerrisdale Advisers, LLC | 1.82% | Add +39.8% | 33,795 | $7.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -33.5% | 33,418 | $7.2M |
| Jupiter Topco LLC | 0.00% | — | 33,155 | $7.1M |
| VELA Investment Management, LLC | 1.75% | Reduce -9.0% | 33,118 | $7.1M |
| Tectonic Advisors LLC | 0.34% | New | 32,984 | $7.1M |
| Quantum Capital Management, LLC / NJ | 0.88% | New | 32,699 | $7.0M |
| Montrusco Bolton Investments Inc. | 0.11% | No change | 32,295 | $6.9M |
| Rice Hall James & Associates, LLC | 0.32% | Add +2.1% | 30,734 | $6.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.5% | 30,490 | $6.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -1.3% | 30,370 | $6.5M |
| Creative Planning | 0.00% | Add +111.0% | 29,493 | $6.3M |
| King Luther Capital Management Corp. | 0.03% | Add +47.8% | 29,438 | $6.3M |
| Prudential Financial Inc. | 0.01% | Add +90.8% | 29,164 | $6.3M |
| Advisors Capital Management, LLC | 0.07% | Reduce -3.0% | 29,078 | $6.2M |
| Rule One Partners, LLC | 6.49% | Add +235.3% | 28,501 | $6.0M |
| Worldquant Millennium Advisors LLC | 0.02% | Reduce -51.6% | 27,663 | $5.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.0% | 27,405 | $5.9M |
| Frontier Capital Management Co. LLC | 0.05% | Reduce -5.0% | 27,166 | $5.8M |
| Atria Investments, Inc | 0.06% | Add +57.5% | 25,540 | $5.5M |
| Verition Fund Management LLC | 0.04% | Add +998.8% | 24,492 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -14.1% | 24,444 | $5.3M |
| Guardian Wealth Management, Inc. | 2.56% | New | 24,267 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +310.7% | 23,953 | $5.1M |
| Weiss Asset Management LP | 0.09% | New | 23,890 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1714.4% | 23,642 | $5.1M |
| Heron Bay Capital Management | 0.46% | Reduce -7.5% | 23,547 | $5.1M |
| Occudo Quantitative Strategies LP | 0.26% | Add +1939.1% | 22,818 | $4.9M |
| Acadian Asset Management LLC | 0.01% | Add +449.7% | 22,649 | $4.9M |
| Graham Capital Management, L.P. | 0.18% | New | 22,174 | $4.8M |
| SG Americas Securities, LLC | 0.00% | Reduce -69.2% | 22,170 | $4.8M |
| Callan Family Office, LLC | 0.09% | Add +7.1% | 21,707 | $4.7M |
| Lighthouse Investment Partners, LLC | 0.14% | Reduce -9.6% | 21,700 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +3.4% | 20,567 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -12.9% | 20,140 | $4.3M |
| Truffle Hound Capital, LLC | 2.71% | New | 20,000 | $4.3M |
| Franklin Resources Inc. | 0.00% | Reduce -13.4% | 19,948 | $4.3M |
| Regions Financial Corp. | 0.03% | Reduce -3.0% | 19,936 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -10.1% | 19,558 | $4.2M |
| Truist Financial Corp. | 0.00% | Reduce -8.2% | 19,070 | $4.1M |
| NewEdge Wealth, LLC | 0.04% | Reduce -7.3% | 18,888 | $4.1M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +613.6% | 18,347 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.6% | 18,013 | $3.9M |
| HRT Financial LP | 0.01% | New | 17,666 | $3.8M |
| Barclays PLC | 0.00% | Reduce -75.1% | 17,649 | $3.8M |
| Longaeva Partners L.P. | 0.11% | New | 17,481 | $3.8M |
| Maxi Investments CY Ltd | 0.76% | New | 17,400 | $3.7M |
| Dark Forest Capital Management LP | 0.24% | Reduce -7.7% | 17,278 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +217.3% | 17,323 | $3.6M |
| Arax Advisory Partners | 0.02% | Add +5715.8% | 16,924 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.1% | 16,769 | $3.6M |
| Ossiam | 0.05% | Add +2861.4% | 16,643 | $3.6M |
| Robinson Value Management, Ltd. | 1.91% | New | 16,617 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +56.3% | 16,417 | $3.5M |
| &partners | 0.01% | Add +11.4% | 16,249 | $3.5M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -21.0% | 16,005 | $3.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 16,853 | $3.4M |
| Prospect Capital Advisors, LLC | 1.52% | No change | 15,560 | $3.3M |
| Weitz Investment Management, Inc. | 0.22% | No change | 15,000 | $3.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -60.3% | 14,836 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +5.0% | 14,747 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +67.0% | 14,652 | $3.1M |
| Compass Wealth Management LLC | 0.58% | Add +36.4% | 14,229 | $3.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.7% | 14,112 | $3.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +729.4% | 14,100 | $3.0M |
| Stevens Capital Partners | 0.57% | Add +83.0% | 13,907 | $3.0M |
| Inspire Investing, LLC | 0.12% | Reduce -3.2% | 13,727 | $2.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.0% | 13,693 | $2.9M |
| Hancock Whitney Corp. | 0.05% | Reduce -3.3% | 13,656 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -71.9% | 13,117 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.5% | 12,616 | $2.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -82.2% | 12,224 | $2.6M |
| Benjamin Edwards Inc. | 0.02% | Add +57.0% | 12,160 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.2% | 12,098 | $2.6M |
| Bank of Nova Scotia | 0.00% | Add +199.8% | 12,089 | $2.6M |
| Timelo Investment Management Inc. | 3.22% | Add +71.4% | 12,000 | $2.6M |
| ArchPoint Investors | 0.54% | No change | 11,875 | $2.6M |
| Hilton Capital Management, LLC | 0.17% | Add +3.9% | 11,875 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +39.2% | 11,805 | $2.5M |
| CastleKnight Management LP | 0.09% | New | 11,800 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 11,662 | $2.5M |
| Freestone Grove Partners LP | 0.02% | Reduce -68.4% | 11,390 | $2.4M |
| Chou Associates Management Inc. | 1.06% | No change | 10,636 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Add +220.0% | 10,562 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.14% | Reduce -48.6% | 10,391 | $2.2M |
| Amundi | 0.00% | Reduce -72.8% | 10,390 | $2.2M |
| Canada Post Corp Registered Pension Plan | 0.08% | Add +61.5% | 10,236 | $2.2M |
| Henshaw Capital LLC | 0.07% | Add +8.5% | 10,160 | $2.2M |
| Bridges Investment Management Inc. | 0.03% | Reduce -85.8% | 10,009 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -58.0% | 9,918 | $2.1M |
| Tidal Investments LLC | 0.01% | Reduce -24.6% | 9,900 | $2.1M |
| Cullen Investment Group, LTD. | 0.25% | Reduce -0.4% | 9,623 | $2.1M |
| Centaurus Financial, Inc. | 0.08% | Reduce -26.1% | 9,579 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +39.7% | 9,438 | $2.0M |
| Harber Asset Management LLC | 1.21% | New | 9,370 | $2.0M |
| Boston Partners | 0.00% | New | 9,338 | $2.0M |
| Jain Global LLC | 0.03% | New | 9,255 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -39.7% | 9,246 | $2.0M |
| Thompson Investment Management, Inc. | 0.23% | Add +419.7% | 9,225 | $2.0M |
| Amalgamated Bank | 0.01% | Add +49.2% | 9,197 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -72.7% | 9,168 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.0% | 9,114 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Add +130.4% | 9,031 | $1.9M |
| Boothbay Fund Management, LLC | 0.04% | Add +146.2% | 9,010 | $1.9M |
| Quinn Opportunity Partners LLC | 0.09% | New | 9,000 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.4% | 8,983 | $1.9M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -0.3% | 8,610 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 8,307 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -78.1% | 8,161 | $1.8M |
| Nordea Investment Management AB | 0.00% | Reduce -94.6% | 8,174 | $1.7M |
| Game Creek Capital, LP | 0.74% | New | 8,000 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +8.2% | 7,960 | $1.7M |
| Diametric Capital, LP | 0.18% | New | 7,874 | $1.7M |
| Algert Global LLC | 0.02% | New | 7,770 | $1.7M |
| Pathstone Holdings, LLC | 0.00% | Add +26.2% | 7,651 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.4% | 7,605 | $1.6M |
| WINTON GROUP Ltd | 0.05% | Add +174.6% | 7,581 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +94.4% | 7,300 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -14.3% | 7,269 | $1.6M |
| IMC-Chicago, LLC | 0.01% | Reduce -50.8% | 7,264 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -94.7% | 7,093 | $1.5M |
| Vident Advisory, LLC | 0.01% | Add +385.2% | 7,001 | $1.5M |
| Man Group plc | 0.00% | Reduce -86.6% | 6,976 | $1.5M |
| Rothschild Investment LLC | 0.05% | Add +1146.0% | 6,442 | $1.4M |
| Maryland State Retirement & Pension System | 0.02% | Add +267.7% | 6,406 | $1.4M |
| Focus Partners Wealth | 0.00% | New | 6,368 | $1.4M |
| Fulton Bank, N.A. | 0.04% | Add +210.2% | 6,338 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.08% | New | 6,300 | $1.4M |
| Anchor Capital Advisors LLC | 0.04% | New | 6,272 | $1.3M |
| Fieldview Capital Management, LLC | 0.36% | New | 5,847 | $1.3M |
| LRT Capital Management, LLC | 0.81% | Add +291.1% | 5,808 | $1.2M |
| Bernzott Capital Advisors | 0.50% | Add +93.5% | 5,806 | $1.2M |
| Strong Tower Advisory Services | 0.22% | Add +34.1% | 5,633 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | New | 5,590 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 5,536 | $1.2M |
| Taylor Frigon Capital Management LLC | 0.56% | Add +3.6% | 5,531 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +13.2% | 5,506 | $1.2M |
| SummitTX Capital, L.P. | 0.03% | Add +173.1% | 5,497 | $1.2M |
| Icon Wealth Advisors, LLC | 0.07% | Add +60.0% | 5,394 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -22.8% | 5,392 | $1.2M |
| Toronto Dominion Bank | 0.00% | Reduce -6.7% | 5,107 | $1.1M |
| Bridgewater Associates | 0.00% | Reduce -22.6% | 5,069 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +8.3% | 4,995 | $1.1M |
| Oak Thistle LLC | 0.10% | New | 4,917 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -46.6% | 4,798 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +154.8% | 4,678 | $1.0M |
| Empowered Funds, LLC | 0.01% | Add +41.2% | 4,645 | $998K |
| Coyle Financial Counsel LLC | 0.18% | New | 4,641 | $997K |
| Diversify Advisory Services, LLC | 0.02% | New | 5,251 | $969K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -34.2% | 5,251 | $969K |
| Weik Capital Management | 0.37% | No change | 4,500 | $967K |
| Merit Financial Group, LLC | 0.01% | Add +195.3% | 4,473 | $961K |
| Brighton Jones LLC | 0.02% | Add +190.4% | 4,455 | $957K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +60.6% | 4,406 | $947K |
| Aristotle Capital Boston, LLC | 0.06% | Reduce -25.6% | 4,355 | $936K |
| M&T Bank Corp | 0.00% | Add +82.1% | 4,229 | $909K |
| Summit Trail Advisors, LLC | 0.01% | Add +14.8% | 4,189 | $900K |
| Chicago Partners Investment Group LLC | 0.02% | Add +268.0% | 4,736 | $868K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.9% | 4,026 | $866K |
| Mutual of America Capital Management LLC | 0.01% | Add +14.4% | 3,989 | $857K |
| Integrated Wealth Concepts LLC | 0.01% | Add +82.0% | 3,953 | $850K |
| Mitchell & Pahl Private Wealth, LLC | 0.31% | Add +7.1% | 3,914 | $841K |
| RBF Capital, LLC | 0.04% | Add +30.4% | 3,911 | $840K |
| HB Wealth Management, LLC | 0.00% | Add +73.1% | 3,873 | $832K |
| TD Private Client Wealth LLC | 0.01% | Reduce -13.4% | 3,804 | $817K |
| Cim, LLC | 0.10% | Add +4.5% | 3,776 | $811K |
| Diligent Investors, LLC | 0.18% | Reduce -7.4% | 3,738 | $803K |
| Bessemer Group Inc. | 0.00% | Reduce -11.5% | 3,681 | $791K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -40.0% | 3,653 | $785K |
| Citizens Business Bank | 0.12% | New | 3,584 | $770K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +16.8% | 3,576 | $768K |
| US Bancorp \de | 0.00% | Reduce -21.0% | 3,517 | $756K |
| Voya Investment Management LLC | 0.00% | Reduce -47.4% | 3,497 | $752K |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 0.36% | — | 3,400 | $731K |
| Private Advisor Group, LLC | 0.00% | Add +41.5% | 3,350 | $720K |
| Krilogy Financial LLC | 0.02% | New | 3,314 | $712K |
| Simplex Trading, LLC | 0.02% | Add +70.0% | 3,187 | $685K |
| CIBC Asset Management Inc | 0.00% | Reduce -60.7% | 3,163 | $680K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 3,162 | $680K |
| Mangrove Partners Im, LLC | 0.04% | No change | 3,159 | $679K |
| Mission Wealth Management, LP | 0.01% | Add +53.6% | 3,153 | $678K |
| Quadrature Capital Ltd | 0.01% | Add +17.7% | 3,148 | $677K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -53.6% | 3,140 | $675K |
| Sepio Capital, LP | 0.03% | Add +4.7% | 3,088 | $664K |
| KBC Group NV | 0.00% | No change | 3,083 | $663K |
| Brant Point Investment Management LLC | 0.14% | Reduce -36.5% | 3,000 | $645K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.8% | 2,906 | $625K |
| Cullen Capital Management, LLC | 0.01% | Reduce -13.3% | 2,804 | $603K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,797 | $601K |
| MAI Capital Management | 0.00% | Add +563.7% | 2,794 | $601K |
| Storebrand Asset Management As | 0.00% | Reduce -30.3% | 2,770 | $595K |
| Impact Capital Partners LLC | 0.16% | Reduce -29.4% | 2,717 | $584K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,603 | $559K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,530 | $544K |
| Xponance LLC | 0.00% | Reduce -43.9% | 2,489 | $535K |
| Citizens Financial Group Inc. | 0.01% | New | 2,476 | $532K |
| Elevatus Welath Management | 0.13% | New | 2,474 | $532K |
| AlphaCore Capital LLC | 0.01% | New | 2,459 | $528K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.9% | 2,454 | $527K |
| Machina Capital S.A.S. | 0.08% | New | 2,422 | $520K |
| SVB Wealth LLC | 0.03% | Reduce -9.5% | 2,409 | $518K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -32.9% | 2,401 | $516K |
| Kera Capital Partners, Inc. | 0.05% | New | 2,392 | $514K |
| First National Bank Sioux Falls | 0.14% | No change | 2,261 | $510K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -0.3% | 2,345 | $504K |
| Swiss Life Asset Management Ltd | 0.00% | Add +8.9% | 2,337 | $502K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,330 | $501K |
| Curated Wealth Partners LLC | 0.06% | Reduce -8.5% | 2,311 | $497K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.5% | 2,266 | $487K |
| Soltis Investment Advisors LLC | 0.03% | Add +3.9% | 2,246 | $483K |
| Diversified Trust Co. | 0.01% | Add +0.1% | 2,182 | $469K |
| Dearborn Partners LLC | 0.03% | Reduce -5.6% | 2,179 | $468K |
| Cibc World Market Inc. | 0.00% | New | 2,151 | $462K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 2,140 | $460K |
| HighTower Advisors, LLC | 0.00% | Add +21.6% | 2,126 | $457K |
| NewEdge Advisors, LLC | 0.00% | Add +1212.4% | 2,113 | $454K |
| Aureus Asset Management, LLC | 0.03% | No change | 2,083 | $448K |
| GAMMA Investing LLC | 0.02% | Add +71.9% | 2,071 | $445K |
| Coldstream Capital Management Inc. | 0.01% | Add +27.4% | 2,048 | $440K |
| Sivia Capital Partners, LLC | 0.05% | New | 2,042 | $439K |
| Mgo One Seven LLC | 0.01% | New | 2,040 | $438K |
| Praxis Investment Management Inc. | 0.02% | New | 2,017 | $433K |
| Boreal Capital Management LLC | 0.37% | Reduce -22.0% | 2,002 | $430K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.8% | 1,953 | $420K |
| West Family Investments, Inc. | 0.12% | New | 1,933 | $415K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -90.7% | 1,928 | $414K |
| Arkadios Wealth Advisors | 0.01% | Add +15.6% | 1,915 | $411K |
| Commerce Bank | 0.00% | Reduce -0.8% | 1,903 | $409K |
| Westhampton Capital, LLC | 0.17% | New | 1,875 | $403K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,875 | $403K |
| Neo Ivy Capital Management | 0.09% | New | 1,856 | $399K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.1% | 1,851 | $398K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.5% | 1,821 | $391K |
| State of Wyoming | 0.04% | New | 1,806 | $388K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,792 | $385K |
| Nykredit A/S | 0.00% | — | 1,789 | $384K |
| Argent Trust Co | 0.01% | Reduce -12.1% | 1,781 | $383K |
| First Bank & Trust | 0.06% | Add +17.7% | 1,779 | $382K |
| DNB Asset Management AS | 0.00% | No change | 1,763 | $379K |
| Advisory Services Network, LLC | 0.00% | Reduce -2.9% | 1,717 | $369K |
| Jane Street Group, LLC | 0.00% | Reduce -31.4% | 1,716 | $369K |
| Assetmark, Inc. | 0.00% | Add +56.5% | 1,695 | $364K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 1,688 | $363K |
| Utah Retirement Systems | 0.00% | Reduce -4.1% | 1,678 | $361K |
| Zacks Investment Management | 0.00% | Reduce -4.9% | 1,637 | $352K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,616 | $347K |
| Odyssean, LLC | 0.06% | Reduce -24.6% | 1,611 | $346K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.4% | 1,595 | $343K |
| Sendero Wealth Management, LLC | 0.03% | Add +53.6% | 1,591 | $342K |
| D.A. Davidson & Co. | 0.00% | No change | 1,577 | $339K |
| Intrust Bank NA | 0.03% | Reduce -17.8% | 1,576 | $339K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -22.7% | 1,569 | $338K |
| Inspire Advisors, LLC | 0.02% | Add +44.1% | 1,568 | $337K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,545 | $332K |
| Bull Harbor Capital LLC | 0.06% | New | 1,532 | $329K |
| Vise Technologies, Inc. | 0.00% | Reduce -12.6% | 1,513 | $325K |
| HSBC Holdings PLC | 0.00% | Reduce -97.5% | 1,503 | $322K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -65.7% | 1,500 | $322K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 1,497 | $322K |
| Bahl & Gaynor LLC | 0.00% | Add +1.6% | 1,487 | $320K |
| JT Stratford LLC | 0.04% | Reduce -0.2% | 1,484 | $319K |
| Allworth Financial LP | 0.00% | Add +186.5% | 1,481 | $318K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -36.1% | 1,471 | $316K |
| World Investment Advisors | 0.01% | Reduce -0.2% | 1,557 | $315K |
| Waddell & Associates, LLC | 0.02% | New | 1,460 | $314K |
| Perennial Investment Advisors, LLC | 0.02% | Add +7.0% | 1,429 | $307K |
| Foundations Investment Advisors, LLC | 0.00% | Add +1.4% | 1,419 | $305K |
| PCB Capital LLC | 0.37% | New | 1,406 | $302K |
| Compound Planning, Inc. | 0.01% | New | 1,398 | $301K |
| EntryPoint Capital, LLC | 0.07% | No change | 1,364 | $293K |
| 1832 Asset Management L.P. | 0.00% | New | 1,352 | $291K |
| CX Institutional | 0.01% | Add +51.2% | 1,349 | $290K |
| HUB Investment Partners, LLC | 0.01% | New | 1,338 | $288K |
| ELCO Management Co., LLC | 0.12% | Reduce -14.6% | 1,337 | $287K |
| Ofi Invest Asset Management | 0.00% | Add +1.8% | 1,335 | $287K |
| Y.D. More Investments Ltd | 0.01% | Add +4.7% | 1,328 | $285K |
| Brown Advisory Inc. | 0.00% | New | 1,327 | $285K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -98.3% | 1,298 | $279K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +12.6% | 1,291 | $278K |
| Composition Wealth, LLC | 0.00% | New | 1,284 | $276K |
| Belfer Management LLC | 4.57% | New | 1,283 | $276K |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.2% | 1,276 | $274K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.5% | 1,272 | $273K |
| Sage Mountain Advisors LLC | 0.02% | New | 1,250 | $269K |
| Portside Wealth Group, LLC | 0.03% | Reduce -33.1% | 1,243 | $267K |
| Alpine Woods Capital Investors, LLC | 0.06% | Add +11.2% | 1,242 | $267K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,235 | $265K |
| Frec Markets, Inc. | 0.02% | New | 1,230 | $264K |
| Wealth Alliance, LLC | 0.02% | Reduce -16.9% | 1,227 | $264K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -3.5% | 1,214 | $261K |
| Sowell Financial Services LLC | 0.01% | New | 1,212 | $260K |
| Norden Group LLC | 0.02% | Reduce -18.3% | 1,211 | $260K |
| International Assets Investment Management, LLC | 0.02% | Reduce -6.0% | 1,201 | $259K |
| VestGen Advisors, LLC | 0.01% | New | 1,198 | $257K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -0.7% | 1,190 | $256K |
| Empirical Finance, LLC | 0.01% | Add +3.4% | 1,177 | $253K |
| Abel Hall, LLC | 0.04% | New | 1,176 | $253K |
| Verity & Verity, LLC | 0.02% | Reduce -21.6% | 1,159 | $249K |
| Prospera Financial Services Inc | 0.00% | Reduce -18.4% | 1,159 | $249K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,143 | $246K |
| Americana Partners, LLC | 0.01% | New | 1,136 | $244K |
| waypoint wealth counsel | 0.15% | New | 1,118 | $240K |
| Impact Partnership Wealth, LLC | 0.02% | New | 1,100 | $236K |
| Banque Pictet & Cie SA | 0.00% | No change | 1,100 | $236K |
| Sage Rhino Capital LLC | 0.04% | New | 1,097 | $236K |
| Genesis Private Wealth, LLC | 0.07% | Reduce -10.5% | 1,083 | $233K |
| Modern Wealth Management, LLC | 0.00% | New | 1,081 | $232K |
| Stephens Inc. | 0.00% | New | 1,071 | $230K |
| Panagora Asset Management Inc. | 0.00% | New | 1,069 | $230K |
| Sagewood Asset Management LP | 0.05% | New | 1,063 | $228K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 1,060 | $228K |
| Liontrust Investment Partners LLP | 0.00% | Reduce -43.6% | 1,060 | $228K |
| Wick Capital Partners, LLC | 0.03% | New | 1,058 | $227K |
| MBL Wealth, LLC | 0.02% | New | 1,049 | $225K |
| Summitry LLC | 0.01% | New | 1,047 | $225K |
| Armistice Capital, LLC | 0.01% | New | 1,038 | $223K |
| Oak Associates Ltd. | 0.01% | No change | 1,030 | $221K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.9% | 1,032 | $221K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.2% | 1,023 | $220K |
| Voya Financial Advisors, Inc. | 0.02% | New | 1,035 | $219K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 1,014 | $218K |
| Evolve Private Wealth, LLC | 0.01% | New | 1,013 | $218K |
| Axxion S.A. | 0.02% | — | 1,010 | $217K |
| American Trust | 0.02% | New | 1,001 | $215K |
| Glenmede Trust Co. NA | 0.00% | New | 1,001 | $215K |
| Choreo, LLC | 0.00% | New | 991 | $213K |
| North Dakota State Investment Board | 0.01% | New | 989 | $213K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 983 | $211K |
| Keybank National Association | 0.00% | New | 982 | $211K |
| Aptus Capital Advisors, LLC | 0.00% | New | 976 | $210K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.8% | 972 | $209K |
| Sterling Capital Management LLC | 0.00% | Add +2.5% | 968 | $208K |
| Vestcor Inc | 0.01% | No change | 965 | $207K |
| Certuity, LLC | 0.01% | New | 956 | $205K |
| Evergreen Capital Management LLC | 0.00% | New | 938 | $202K |
| Hills Bank & Trust Co | 0.01% | No change | 930 | $200K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.0% | 898 | $193K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.4% | 845 | $182K |
| Horizon Investments, LLC | 0.00% | Reduce -36.6% | 848 | $181K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | No change | 800 | $172K |
| Bard Associates Inc. | 0.04% | Add +1.7% | 792 | $170K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -3.6% | 769 | $165K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +131.8% | 730 | $157K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 728 | $156K |
| STRS Ohio | 0.00% | Reduce -14.1% | 678 | $146K |
| Atlas Capital Advisors Inc. | 0.02% | New | 660 | $142K |
| IFG Advisory, LLC | 0.00% | New | 652 | $140K |
| Brown Brothers Harriman & Co. | 0.00% | Add +46.4% | 609 | $131K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -29.9% | 587 | $126K |
| Hilltop National Bank | 0.03% | Reduce -20.9% | 560 | $120K |
| MetLife Investment Management, LLC | 0.00% | Reduce -93.4% | 525 | $113K |
| HM Payson & Co. | 0.00% | Add +10.7% | 517 | $111K |
| Persistent Asset Partners Ltd | 0.03% | New | 500 | $107K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.4% | 497 | $107K |
| Signaturefd, LLC | 0.00% | Reduce -34.3% | 484 | $104K |
| Salomon & Ludwin, LLC | 0.01% | Add +707.0% | 460 | $99K |
| McDonald Partners LLC | 0.02% | New | 429 | $92K |
| Heritage Wealth Advisors | 0.00% | Reduce -16.0% | 424 | $91K |
| Essential Partners LLC | 0.04% | Add +355.4% | 419 | $90K |
| SJS Investment Consulting Inc. | 0.01% | Add +35.9% | 375 | $81K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.8% | 352 | $76K |
| Global Retirement Partners, LLC | 0.00% | — | 325 | $70K |
| Blue Trust, Inc. | 0.00% | Add +41.1% | 316 | $68K |
| Private Trust Co. NA | 0.00% | Add +97.8% | 265 | $57K |
| BankPlus Trust Department | 0.01% | Reduce -13.9% | 260 | $56K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 255 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 236 | $51K |
| Huntington National Bank | 0.00% | Reduce -36.9% | 234 | $50K |
| True Wealth Design, LLC | 0.01% | Add +169.8% | 232 | $50K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -99.5% | 219 | $47K |
| Penserra Capital Management LLC | 0.00% | Add +1.9% | 212 | $45K |
| UMB Bank, n.a. | 0.00% | Reduce -46.3% | 198 | $43K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 194 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +289.6% | 187 | $40K |
| Quarry LP | 0.01% | New | 185 | $40K |
| Mather Group, Llc. | 0.00% | Reduce -18.7% | 183 | $39K |
| CoreCap Advisors, LLC | 0.00% | Add +214.3% | 154 | $33K |
| Optiver Holding B.V. | 0.00% | New | 152 | $33K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -86.6% | 143 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | Add +2660.0% | 138 | $30K |
| Peregrine Capital Management LLC | 0.00% | New | 130 | $28K |
| Whittier Trust Co. | 0.00% | Add +4.9% | 129 | $28K |
| Rossby Financial, LCC | 0.01% | Add +1.6% | 128 | $28K |
| V-Square Quantitative Management LLC | 0.00% | Reduce -89.3% | 127 | $27K |
| American National Bank & Trust | 0.00% | No change | 127 | $27K |
| First Horizon Corp. | 0.00% | Add +29.5% | 123 | $26K |
| IFP Advisors, Inc | 0.00% | Add +117.9% | 122 | $26K |
| Versant Capital Management, Inc | 0.00% | Reduce -83.8% | 121 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 117 | $25K |
| Macquarie Group Ltd. | 0.00% | Reduce -89.7% | 111 | $24K |
| Larson Financial Group LLC | 0.00% | Add +107.7% | 108 | $23K |
| MV Capital Management, Inc. | 0.00% | Reduce -3.7% | 104 | $22K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +18.8% | 101 | $22K |
| FWL Investment Management, LLC | 0.00% | No change | 100 | $21K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 99 | $21K |
| Zions Bancorporation, National Association | 0.00% | Reduce -15.6% | 92 | $20K |
| Quent Capital, LLC | 0.00% | Add +22.9% | 86 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 85 | $18K |
| Quantum Portfolio Management LLC | 0.01% | New | 83 | $18K |
| Tema ETFs LLC | 0.00% | No change | 83 | $18K |
| Smithfield Trust Co | 0.00% | No change | 80 | $17K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 75 | $16K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -98.9% | 73 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -26.5% | 72 | $15K |
| Wellington-Altus USA Inc. | 0.01% | No change | 73 | $15K |
| CVA Family Office, LLC | 0.00% | Add +340.0% | 66 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.6% | 63 | $14K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.1% | 62 | $13K |
| Entrust Financial LLC | 0.01% | No change | 58 | $12K |
| Park Place Capital Corp | 0.00% | No change | 57 | $12K |
| Los Angeles Capital Management LLC | 0.00% | No change | 57 | $12K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 56 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +150.0% | 50 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 45 | $10K |
| WPG Advisers, LLC | 0.01% | Reduce -40.9% | 42 | $9K |
| Bare Financial Services, Inc | 0.00% | New | 41 | $9K |
| Manchester Capital Management LLC | 0.00% | Add +32.3% | 41 | $9K |
| Leonteq Securities AG | 0.00% | Reduce -97.0% | 41 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -81.1% | 41 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 41 | $9K |
| Danske Bank A/S | 0.00% | Reduce -83.3% | 40 | $9K |
| Covestor Ltd | 0.00% | Reduce -78.7% | 35 | $8K |
| Abound Wealth Management | 0.00% | Add +288.9% | 35 | $8K |
| Citizens National Bank Trust Department | 0.00% | No change | 35 | $8K |
| Spire Wealth Management | 0.00% | No change | 31 | $7K |
| SWAN Capital LLC | 0.00% | No change | 31 | $7K |
| LRI Investments, LLC | 0.00% | New | 29 | $6K |
| SHP Wealth Management | 0.00% | No change | 29 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +575.0% | 27 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 26 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 24 | $5K |
| Private Wealth Management Group, LLC | 0.00% | New | 22 | $5K |
| Ares Financial Consulting, LLC | 0.00% | New | 20 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 20 | $4K |
| Copeland Capital Management, LLC | 0.00% | Reduce -100.0% | 20 | $4K |
| Advocate Investing Services LLC | 0.00% | No change | 19 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 19 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -30.8% | 18 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 18 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -18.2% | 18 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 17 | $4K |
| Rational Advisors, Inc. | 0.00% | Add +70.0% | 17 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 16 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -11.8% | 15 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -79.2% | 15 | $3K |
| Webster Bank, N. A. | 0.00% | New | 13 | $3K |
| Bayban | 0.00% | No change | 12 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -53.9% | 12 | $2K |
| Buck Wealth Strategies, LLC | 0.00% | New | 11 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 10 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $2K |
| Avion Wealth | 0.00% | New | 11 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 9 | $2K |
| Downshift Financial, LLC | 0.00% | New | 9 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -25.0% | 9 | $2K |
| Concord Wealth Partners | 0.00% | New | 9 | $2K |
| Quaker Wealth Management, LLC | 0.00% | Add +700.0% | 8 | $2K |
| Planning Strategies Inc. | 0.00% | — | 8 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +60.0% | 8 | $2K |
| Cromwell Holdings LLC | 0.00% | Reduce -89.3% | 8 | $2K |
| Your Advocates Ltd., LLP | 0.00% | No change | 8 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 7 | $2K |
| North Star Investment Management Corp. | 0.00% | Add +250.0% | 7 | $2K |
| Synergy Investment Management, LLC | 0.00% | Reduce -14.3% | 6 | $1K |
| SouthState Bank Corp | 0.00% | Add +50.0% | 6 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 6 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -14.3% | 6 | $1K |
| Activest Wealth Management | 0.00% | Reduce -92.9% | 6 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 6 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 5 | $1K |
| Investors Portfolio Services LLC | 0.00% | No change | 4 | $925 |
| HFM Investment Advisors, LLC | 0.00% | New | 4 | $860 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $860 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $860 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $659 |
| Signature Equity Partners, LLC | 0.00% | Add +50.0% | 3 | $645 |
| Horizon Financial Services, LLC | 0.00% | New | 3 | $645 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $645 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -72.7% | 3 | $645 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -90.0% | 2 | $430 |
| Nvwm, LLC | 0.00% | Reduce -60.0% | 2 | $430 |
| Valley National Advisers Inc. | 0.00% | New | 2 | $430 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 2 | $430 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $430 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2 | $430 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 2 | $430 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 2 | $430 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $295 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $216 |
| Investment Counsel Co. of Nevada | 0.00% | No change | 1 | $215 |
| 3 Factor Indexing, LLC | 0.00% | New | 1 | $215 |
| Davis Capital Management | 0.00% | New | 1 | $215 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -92.3% | 1 | $215 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -92.9% | 1 | $215 |
| Fortitude Family Office, LLC | 0.00% | Reduce -66.7% | 1 | $215 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $215 |
| MidFirst Bank | 0.00% | No change | 1 | $215 |
"% of holder's portfolio" is POOL's weight in each manager's 13F, not the share of Pool Corp. the manager owns.