RBC BearingsRBC

13F holders, Q1 2026 (March 31)
614holders +80
118new positions
39sold out
10famous investors
$542.38avg. 13F price*

At the end of Q1 2026, 614 institutions reported holding RBC Bearings Inc. (RBC) in their 13F filings, up 80 from Q4 2025. 118 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($1.6B), Durable Capital Partners LP ($1.2B) and Vanguard Capital Management LLC ($771.5M). 10 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
RBC Bearings Inc.
CUSIP
75524B104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 347Q1 2024Q2 2024: 374Q2 2024Q3 2024: 390Q3 2024Q4 2024: 399Q4 2024Q1 2025: 439Q1 2025Q2 2025: 458Q2 2025Q3 2025: 478Q3 2025Q4 2025: 534Q4 2025Q1 2026: 614Q1 2026Q2 2026: 691Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions118$513.7M
Exits39$37.3M

All 13F filers, Q4 2025 → Q1 2026: 2,838,972 shares bought and 2,764,366 shares sold, net +74,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 614 holders

BlackRock, Inc. 0.03% Add +8.6% 2,963,075 $1.6B
Durable Capital Partners LP 12.72% Reduce -3.0% 2,275,636 $1.2B
Vanguard Capital Management LLC 0.02% — 1,420,523 $771.5M
FMR LLC 0.04% Add +25.8% 1,364,589 $741.1M
Kayne Anderson Rudnick Investment Management LLC 2.11% Reduce -6.2% 1,324,481 $719.4M
Vanguard Portfolio Management LLC 0.04% — 1,319,139 $716.5M
State Street Corp. 0.02% Add +2.1% 936,210 $508.5M
Geode Capital Management, LLC 0.02% Add +13.5% 703,159 $382.0M
T. Rowe Price Investment Management, Inc. 0.24% Reduce -24.7% 640,757 $348.0M
Artisan Partners Limited Partnership 0.51% Reduce -3.5% 576,225 $313.0M
Wasatch Advisors LP 2.08% Reduce -42.6% 575,966 $312.8M
T. Rowe Price Associates Inc. 0.03% Reduce -7.9% 514,192 $279.3M
Invesco Ltd. 0.03% Add +18.1% 478,074 $259.7M
Maren Capital LLC 12.55% Reduce -1.9% 441,904 $240.0M
Neuberger Berman Group LLC 0.18% Reduce -26.3% 429,938 $233.5M
Conestoga Capital Advisors, LLC 4.66% Reduce -26.5% 429,309 $233.2M
First Trust Advisors LP 0.16% Add +27.5% 409,700 $222.5M
Geneva Capital Management LLC 4.42% Reduce -25.8% 382,964 $208.0M
Clearbridge Investments, LLC 0.17% Reduce -8.0% 368,655 $200.2M
Port Capital LLC 8.30% Reduce -7.0% 343,831 $186.7M
Franklin Resources Inc. 0.04% Add +0.2% 323,261 $175.6M
Massachusetts Financial Services Co. 0.06% New 307,380 $166.9M
Ameriprise Financial Inc. 0.04% Reduce -28.5% 296,948 $161.3M
Baillie Gifford & Co. 0.16% New 294,232 $159.8M
Two Sigma Investments, LP 0.13% Add +89.9% 285,087 $154.8M
AQR Capital Management 0.07% Add +100.9% 290,733 $154.7M
GW&K Investment Management, LLC 1.35% Reduce -22.6% 281,879 $153.1M
Dimensional Fund Advisors LP 0.03% Reduce -14.9% 280,642 $152.4M
Goldman Sachs Group Inc. 0.02% Add +15.7% 279,748 $151.9M
Snyder Capital Management L P 2.91% Reduce -15.9% 276,635 $150.2M
Morgan Stanley 0.01% Add +20.5% 272,046 $147.8M
Northern Trust Corp. 0.02% Add +2.6% 269,643 $146.4M
Stephens Investment Management Group LLC 1.97% Reduce -2.7% 265,038 $143.9M
Charles Schwab Investment Management Inc. 0.02% Add +4.2% 263,858 $143.3M
American Century Companies Inc. 0.07% Reduce -9.2% 249,044 $135.3M
Greenhouse Funds LLLP 6.03% Reduce -0.5% 234,107 $127.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +8.7% 232,547 $126.3M
Blair William & Co. 0.34% Reduce -2.0% 217,833 $118.3M
JPMorgan Chase & Co. 0.01% Reduce -15.8% 212,502 $111.4M
Loomis Sayles & Co. L P 0.15% Reduce -9.5% 204,032 $110.8M
Vanguard Fiduciary Trust Co. 0.03% — 196,921 $107.0M
Wells Fargo & Company 0.02% Add +2.0% 188,305 $102.3M
Bank of New York Mellon Corp 0.02% Reduce -0.1% 183,148 $99.5M
Baron Capital (BAMCO) 0.30% Reduce -40.1% 181,481 $98.6M
Raymond James Financial Inc. 0.03% Reduce -12.5% 182,695 $98.4M
Jennison Associates LLC 0.07% Reduce -7.0% 179,339 $97.4M
Fred Alger Management, LLC 0.43% Add +3.0% 179,134 $97.3M
American Capital Management Inc. 5.12% Reduce -18.1% 175,443 $95.3M
Allspring Global Investments Holdings, LLC 0.14% Reduce -10.5% 148,359 $81.9M
Alyeska Investment Group, L.P. 0.23% Add +75.2% 148,904 $80.9M
Envestnet Asset Management Inc. 0.02% Add +12.7% 147,329 $80.0M
Sei Investments Co. 0.07% Reduce -10.3% 139,767 $75.9M
Douglas Lane & Associates, LLC 1.06% Reduce -6.1% 135,909 $73.8M
Alliancebernstein L.P. 0.02% Add +25.7% 162,844 $73.0M
Cartenna Capital, LP 2.96% Reduce -26.5% 125,000 $67.9M
Royce & Associates LP 0.66% Reduce -6.9% 123,920 $67.3M
Millennium Management 0.05% Add +6.0% 121,965 $66.2M
Bradley Foster & Sargent Inc. 1.02% Reduce -10.8% 121,049 $65.7M
Gotham Asset Management 0.19% Reduce -0.7% 116,342 $63.2M
EULAV Asset Management 1.96% Add +23.6% 112,600 $61.2M
Jane Street Group, LLC 0.07% Add +90.3% 112,560 $61.1M
Lord, Abbett & Co. LLC 0.19% Reduce -1.2% 100,708 $54.7M
Segall Bryant & Hamill, LLC 0.76% Reduce -3.5% 97,826 $53.1M
Principal Financial Group Inc. 0.03% Reduce -16.1% 86,700 $47.1M
Rhumbline Advisers 0.04% Add +2.8% 83,869 $45.6M
Qube Research & Technologies Ltd 0.06% Reduce -9.1% 80,275 $43.6M
Bessemer Group Inc. 0.07% Reduce -6.2% 78,646 $42.7M
Bank of America Corp. 0.00% Add +9.6% 77,992 $42.4M
Fifth Third Bancorp 0.07% Add +12957.3% 74,949 $40.7M
TimesSquare Capital Management, LLC 0.69% Reduce -17.3% 74,934 $40.7M
DF Dent & Co. Inc. 0.76% Reduce -23.1% 73,409 $39.9M
Driehaus Capital Management LLC 0.27% Reduce -6.5% 67,789 $36.8M
Federated Hermes, Inc. 0.06% Add +157.5% 66,258 $36.0M
Natixis Advisors, LLC 0.05% Reduce -3.9% 64,132 $34.8M
Public Employees Retirement Association of Colorado 0.14% Reduce -26.8% 63,757 $34.6M
Deutsche Bank AG 0.01% Add +2408.0% 62,148 $33.8M
Erste Asset Management GmbH 0.31% Reduce -11.3% 63,000 $33.0M
Picton Mahoney Asset Management 0.34% Add +0.3% 60,623 $32.9M
One Madison Group LLC 3.76% Add +9.1% 60,000 $32.6M
Swiss National Bank 0.02% Add +0.4% 59,390 $32.3M
Whittier Trust Co. 0.36% Reduce -4.9% 57,528 $31.8M
Nuveen, LLC 0.01% Reduce -0.2% 58,040 $31.5M
Jones Financial Companies LLLP 0.01% Add +4764.8% 57,550 $30.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.8% 55,709 $30.3M
Retirement Systems of Alabama 0.10% Add +1.9% 54,003 $29.3M
Walleye Capital LLC 0.20% Add +70.9% 53,760 $29.2M
Frontier Capital Management Co. LLC 0.30% Reduce -17.6% 53,193 $28.9M
Axiom Investors LLC 0.32% Add +3.2% 52,633 $28.6M
California Public Employees Retirement System 0.02% Add +1.9% 51,856 $28.2M
Visualize Group LP 11.50% New 51,447 $27.9M
Curi Capital, LLC 0.48% Reduce -0.6% 49,486 $26.9M
UBS Group AG 0.00% Add +129.7% 48,819 $26.5M
Royal Bank of Canada 0.00% Reduce -13.7% 47,691 $25.9M
Cresset Asset Management, LLC 0.11% Reduce -1.3% 44,795 $24.3M
Stifel Financial Corp. 0.02% Reduce -7.4% 44,236 $24.0M
Legal & General Group Plc 0.01% Reduce -9.0% 41,234 $22.4M
Next Century Growth Investors LLC 1.55% Add +7.4% 39,498 $21.5M
Thrivent Financial for Lutherans 0.04% Reduce -4.9% 38,735 $21.0M
Granahan Investment Management, LLC 1.01% Reduce -21.1% 38,493 $20.9M
Mutual of America Capital Management LLC 0.23% Reduce -3.3% 37,231 $20.2M
Davis R M Inc. 0.36% Reduce -5.2% 36,969 $20.1M
Rockefeller Capital Management L.P. 0.03% Reduce -26.4% 35,581 $19.3M
Champlain Investment Partners, LLC 0.24% Reduce -56.8% 34,979 $19.0M
California State Teachers Retirement System 0.02% Add +21.6% 34,683 $18.8M
Regents Gate Capital LLP 3.92% New 33,857 $18.4M
Tidal Investments LLC 0.05% Reduce -27.0% 31,637 $17.2M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +210.7% 31,545 $17.1M
State of Wisconsin Investment Board 0.04% Reduce -5.0% 30,097 $16.3M
LPL Financial LLC 0.00% Add +3.2% 29,872 $16.2M
Citigroup Inc. 0.01% Add +6.1% 29,240 $15.9M
Advisors Capital Management, LLC 0.18% Reduce -14.6% 28,524 $15.5M
Whittier Trust Co. of Nevada Inc. 0.32% Reduce -11.7% 27,923 $15.4M
Silvercrest Asset Management Group LLC 0.11% Reduce -11.7% 26,886 $14.6M
11 Capital Partners LP 4.65% New 26,460 $14.4M
Balyasny Asset Management L.P. 0.03% Add +3054.7% 26,026 $14.1M
Mariner, LLC 0.02% Add +88.0% 25,939 $14.1M
Algert Global LLC 0.21% New 25,850 $14.0M
GMO 0.03% Reduce -63.0% 25,146 $13.7M
Carmel Capital Management L.L.C. 3.84% Add +24.9% 24,708 $13.4M
New York State Common Retirement Fund 0.02% No change 24,531 $13.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 23,152 $12.6M
State Board of Administration of Florida Retirement System 0.02% Reduce -10.7% 23,107 $12.5M
Zacks Investment Management 0.09% New 21,538 $11.7M
Ieq Capital, LLC 0.05% Add +67.5% 21,154 $11.5M
Citadel Advisors 0.01% New 20,661 $11.2M
Riverbridge Partners LLC 0.27% New 20,386 $11.1M
Pinnacle Financial Partners, Inc. 0.08% Add +1.7% 20,360 $11.1M
Public Employees Retirement System of Ohio 0.03% Reduce -14.1% 19,632 $10.7M
Cerity Partners LLC 0.01% Add +18.0% 18,695 $10.2M
Teacher Retirement System of Texas 0.04% Add +26.6% 18,493 $10.0M
Russell Investments Group, Ltd. 0.01% Add +131.1% 18,347 $10.0M
Bridge City Capital, LLC 2.74% Add +5.0% 18,210 $9.9M
CANADA LIFE ASSURANCE Co 0.02% Add +0.3% 18,098 $9.8M
Mountain Pacific Investment Advisers LLC 1.67% Reduce -2.9% 17,904 $9.7M
Regions Financial Corp. 0.06% Reduce -6.0% 17,870 $9.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -27.4% 16,755 $9.1M
Boothbay Fund Management, LLC 0.21% Reduce -26.8% 16,139 $8.8M
MetLife Investment Management, LLC 0.04% Add +1.0% 15,829 $8.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +6.4% 15,447 $8.4M
Callan Family Office, LLC 0.19% Reduce -0.7% 15,420 $8.4M
Teachers Retirement System of the State of Kentucky 0.06% Add +55.8% 15,186 $8.2M
Amalgamated Bank 0.06% Add +2.4% 14,435 $7.8M
Horizon Investments, LLC 0.09% Add +19.6% 14,311 $7.8M
Orion Porfolio Solutions, LLC 0.07% Reduce -22.9% 14,101 $7.7M
Oppenheimer Asset Management Inc. 0.09% Reduce -19.6% 13,831 $7.5M
TD Asset Management Inc 0.01% Reduce -20.5% 13,764 $7.5M
Trexquant Investment LP 0.05% Add +64.0% 13,601 $7.4M
Janus Henderson Group PLC 0.00% No change 13,301 $7.2M
Treasurer of the State of North Carolina 0.02% Add +2.1% 13,268 $7.2M
Police & Firemen's Retirement System of New Jersey 0.06% Add +0.4% 13,151 $7.1M
Vanguard Global Advisers, LLC 0.00% — 12,902 $7.0M
Nomura Asset Management International Inc. 0.01% Reduce -51.8% 12,861 $7.0M
Lisanti Capital Growth, LLC 1.74% Reduce -0.3% 12,746 $6.9M
Truist Financial Corp. 0.01% Add +0.2% 12,740 $6.9M
State of Tennessee, Department of Treasury 0.02% No change 12,043 $6.5M
DNB Asset Management AS 0.02% Add +97.7% 11,647 $6.3M
Captrust Financial Advisors 0.01% Add +72.6% 11,596 $6.3M
Longaeva Partners L.P. 0.30% New 11,483 $6.2M
Cwm, LLC 0.02% Add +98.0% 11,314 $6.1M
Susquehanna Portfolio Strategies, LLC 0.09% No change 11,248 $6.1M
Marshall Wace, LLP 0.01% New 10,544 $5.7M
L. Roy Papp & Associates, LLP 0.65% Reduce -14.1% 10,457 $5.7M
Ensign Peak Advisors, Inc 0.01% Add +476.5% 10,435 $5.7M
Barclays PLC 0.00% Reduce -51.3% 10,349 $5.6M
Pathstone Holdings, LLC 0.02% Reduce -7.6% 10,243 $5.6M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -13.3% 10,058 $5.5M
HighTower Advisors, LLC 0.01% Reduce -5.7% 10,014 $5.4M
State of New Jersey Common Pension Fund D 0.02% No change 9,938 $5.4M
Covenant Asset Management, LLC 1.05% New 9,434 $5.1M
Yousif Capital Management, LLC 0.06% Reduce -4.3% 9,408 $5.1M
Cetera Investment Advisers 0.01% Reduce -1.2% 9,354 $5.1M
Louisiana State Employees Retirement System 0.09% Add +5.8% 9,200 $5.0M
Creative Planning 0.00% Add +124.0% 9,177 $5.0M
Victory Capital Management Inc. 0.00% Reduce -7.3% 9,152 $5.0M
&partners 0.02% Reduce -2.9% 9,093 $4.9M
Torray Investment Partners LLC 0.77% Reduce -0.7% 9,080 $4.9M
Jump Financial, LLC 0.08% Add +73.0% 9,007 $4.9M
Brant Point Investment Management LLC 1.34% Reduce -10.1% 8,990 $4.9M
Wakefield Asset Management LLLP 1.29% Add +1.1% 8,957 $4.9M
Man Group plc 0.01% Reduce -41.4% 8,869 $4.8M
Corient Private Wealth LP 0.01% Reduce -8.3% 8,831 $4.8M
Oak Ridge Investments LLC 0.31% Add +1.4% 8,528 $4.6M
Oak Thistle LLC 0.44% New 8,392 $4.6M
Arizona State Retirement System 0.03% Reduce -1.2% 8,248 $4.5M
Mercer Global Advisors Inc. 0.01% Add +106.9% 8,167 $4.4M
New York State Teachers Retirement System 0.01% Add +9.3% 7,976 $4.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.6% 7,922 $4.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +22.6% 7,724 $4.2M
Huntleigh Advisors, Inc. 0.72% Add +9.8% 7,717 $4.2M
NewEdge Wealth, LLC 0.05% Reduce -17.5% 7,624 $4.1M
State of Michigan Retirement System 0.02% Add +2.7% 7,600 $4.1M
Vanguard Investments Australia, Ltd. 0.01% — 7,550 $4.1M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.6% 7,084 $3.8M
KLP Kapitalforvaltning As 0.01% Reduce -0.6% 6,620 $3.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.8% 6,575 $3.6M
MML Investors Services, LLC 0.01% Add +49.6% 6,536 $3.5M
Oregon Public Employees Retirement Fund 0.05% Add +4.7% 6,512 $3.5M
New Mexico Educational Retirement Board 0.11% No change 6,400 $3.5M
PNC Financial Services Group, Inc. 0.00% Add +14.7% 6,374 $3.5M
Bridgewater Associates 0.02% New 6,361 $3.5M
HRT Financial LP 0.01% New 6,224 $3.4M
Atria Investments, Inc 0.04% Add +5.6% 6,179 $3.4M
2Xideas AG 1.31% Reduce -20.2% 6,144 $3.3M
DAVENPORT & Co LLC 0.02% Reduce -0.9% 5,987 $3.3M
Argent Capital Management LLC 0.10% Add +29.6% 5,921 $3.2M
Quantinno Capital Management LP 0.01% Add +29.9% 5,915 $3.2M
Pacer Advisors, Inc. 0.01% Add +23.4% 5,868 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +70.7% 6,379 $3.2M
Ameritas Investment Partners, Inc. 0.10% Add +1.0% 5,825 $3.2M
Atlantic Union Bankshares Corp 0.06% Add +0.5% 5,669 $3.1M
Legato Capital Management LLC 0.28% Reduce -0.8% 5,587 $3.0M
Krane Funds Advisors LLC 0.12% Add +24.4% 5,505 $3.0M
US Bancorp \de 0.00% Reduce -16.7% 5,428 $2.9M
Anfield Capital Management, LLC 0.77% No change 5,159 $2.8M
M&T Bank Corp 0.01% Reduce -2.9% 5,131 $2.8M
American Assets Investment Management, LLC 0.18% New 5,000 $2.7M
HSBC Holdings PLC 0.00% Add +34.2% 4,936 $2.7M
Pictet Asset Management Holding SA 0.00% Add +8.7% 4,900 $2.7M
Soros Fund Management 0.05% New 4,875 $2.6M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -42.1% 4,854 $2.6M
Concentric Capital Strategies, LP 0.22% Reduce -44.0% 4,706 $2.6M
Xponance LLC 0.02% Add +22.6% 4,689 $2.5M
Donoghue Forlines LLC 0.69% New 4,560 $2.5M
Sheets Smith Wealth Management 0.27% Reduce -4.7% 4,494 $2.4M
Zions Bancorporation, National Association 0.16% Reduce -36.8% 4,475 $2.4M
Aubrey Capital Management Ltd 1.28% New 4,400 $2.4M
Bank of Montreal 0.00% Add +6.4% 4,387 $2.4M
Ashford Capital Management Inc. 0.29% No change 4,382 $2.4M
Canada Pension Plan Investment Board 0.00% Add +43.4% 4,360 $2.4M
Calamos Advisors LLC 0.01% Add +16.2% 4,313 $2.3M
Campbell & CO Investment Adviser LLC 0.13% Add +5.2% 4,220 $2.3M
Advisors Asset Management, Inc. 0.04% Add +44.0% 4,173 $2.3M
Richard Bernstein Advisors LLC 0.06% New 4,041 $2.2M
Graham Capital Management, L.P. 0.10% Reduce -9.2% 4,007 $2.2M
Centaurus Financial, Inc. 0.10% Add +3.8% 3,975 $2.2M
Nisa Investment Advisors, LLC 0.01% Add +18945.0% 3,809 $2.1M
Advisory Services Network, LLC 0.03% Add +13.8% 3,764 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +25.9% 3,742 $2.0M
Allstate Corp. 0.02% New 3,607 $2.0M
Gallo Partners, LP 3.73% New 3,592 $2.0M
Acadian Asset Management LLC 0.00% Add +29.6% 3,593 $1.9M
Voloridge Investment Management, LLC 0.01% Reduce -92.7% 3,567 $1.9M
Squarepoint Ops LLC 0.00% New 3,538 $1.9M
Tudor Investment Corporation 0.01% New 3,523 $1.9M
BNP Paribas Financial Markets 0.00% Reduce -74.0% 3,483 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -9.6% 3,411 $1.9M
O'shaughnessy Asset Management, LLC 0.01% Add +8.2% 3,302 $1.8M
Focus Partners Wealth 0.00% Add +71.4% 3,250 $1.8M
Integrated Wealth Concepts LLC 0.01% Add +124.7% 3,202 $1.7M
SkyView Investment Advisors, LLC 0.23% Add +0.0% 3,188 $1.7M
State of Alaska, Department of Revenue 0.02% Add +1.3% 3,170 $1.7M
Voya Investment Management LLC 0.00% Add +29.8% 3,168 $1.7M
Nicolet Bankshares Inc. 0.06% New 3,014 $1.7M
Occudo Quantitative Strategies LP 0.09% Reduce -22.1% 2,764 $1.7M
NewEdge Advisors, LLC 0.01% Add +101.9% 2,867 $1.6M
Cookson Peirce & Co. Inc. 0.06% Add +4.5% 2,785 $1.5M
Grandeur Peak Global Advisors, LLC 0.35% Add +11.7% 2,774 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +11.4% 2,730 $1.5M
Confluence Investment Management LLC 0.02% Reduce -54.2% 2,722 $1.5M
Lombard Odier Asset Management (USA) Corp 1.10% Reduce -54.6% 2,680 $1.5M
EntryPoint Capital, LLC 0.42% Add +9.8% 2,664 $1.4M
HighVista Strategies LLC 0.40% Reduce -1.5% 2,663 $1.4M
Azzad Asset Management Inc. 0.14% New 2,638 $1.4M
Alta Wealth Advisors LLC 0.45% Add +13.8% 2,557 $1.4M
SummitTX Capital, L.P. 0.04% Reduce -70.2% 2,496 $1.4M
Swiss Life Asset Management Ltd 0.01% Add +18.2% 2,477 $1.3M
Brevan Howard Capital Management LP 0.01% Add +319.5% 2,475 $1.3M
Sterling Capital Management LLC 0.03% Reduce -44.1% 2,452 $1.3M
SG Americas Securities, LLC 0.00% Reduce -73.0% 2,443 $1.3M
Sandler Capital Management 0.89% New 2,407 $1.3M
Diversify Wealth Management, LLC 0.02% Add +23.6% 2,230 $1.3M
Merit Financial Group, LLC 0.01% Add +45.2% 2,380 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +89.7% 2,377 $1.3M
Park Avenue Securities LLC 0.01% Reduce -5.9% 2,366 $1.3M
Quadrant Capital Group LLC 0.04% Add +3.9% 2,346 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -19.1% 2,340 $1.3M
Securian Asset Management, Inc. 0.05% Add +1.6% 2,330 $1.3M
NBT Bank, N.A. 0.08% Reduce -5.2% 2,321 $1.3M
Crossmark Global Holdings, Inc. 0.02% Add +6.6% 2,292 $1.2M
Avior Wealth Management, LLC 0.04% Reduce -15.2% 2,290 $1.2M
Jefferies Financial Group Inc. 0.02% Reduce -83.6% 2,266 $1.2M
Empowered Funds, LLC 0.01% Add +1.9% 2,265 $1.2M
Jackson Creek Investment Advisors LLC 0.36% Reduce -8.6% 2,261 $1.2M
Commerce Bank 0.01% Add +14.6% 2,254 $1.2M
Williamson Legacy Group, LLC 0.92% New 2,249 $1.2M
Los Angeles Capital Management LLC 0.00% No change 2,235 $1.2M
Burney Co./ 0.04% New 2,230 $1.2M
Amundi 0.00% Reduce -81.4% 2,162 $1.2M
Impact Capital Partners LLC 0.33% Add +20.9% 2,023 $1.1M
Guggenheim Capital LLC 0.01% Add +213.5% 2,022 $1.1M
Glenmede Trust Co. NA 0.01% Reduce -17.8% 2,013 $1.1M
Brighton Jones LLC 0.02% New 1,993 $1.1M
First Bank & Trust 0.17% Reduce -7.0% 1,975 $1.1M
Yorktown Management & Research Co Inc 0.90% No change 1,970 $1.1M
Curated Wealth Partners LLC 0.13% Reduce -9.6% 1,937 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Reduce -22.4% 1,892 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Add +92.9% 1,865 $1.0M
Machina Capital S.A.S. 0.19% Add +10.1% 1,824 $991K
FORA Capital, LLC 0.07% New 1,815 $986K
Perbak Capital Partners LLP 0.24% Reduce -81.3% 1,807 $981K
Apollon Wealth Management, LLC 0.02% Add +10.5% 1,801 $978K
MAI Capital Management 0.01% Add +39.4% 1,767 $960K
Prudential Financial Inc. 0.00% Reduce -8.7% 1,761 $956K
Quantum Private Wealth, LLC 0.29% No change 1,750 $950K
Summitry LLC 0.03% Reduce -17.4% 1,710 $929K
NFSG Corp 0.15% Add +64.2% 1,708 $928K
Chesapeake Capital Corp. 0.66% No change 1,695 $921K
GAMMA Investing LLC 0.04% Add +64.8% 1,674 $909K
Fiduciary Trust Co 0.01% Reduce -6.8% 1,669 $906K
Employees Retirement System of Texas 0.01% New 1,660 $902K
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -23.6% 1,654 $898K
Utah Retirement Systems 0.01% No change 1,638 $890K
SIH Partners, LLLP 0.03% New 1,627 $884K
Exchange Traded Concepts, LLC 0.01% Add +29.6% 1,574 $855K
Flagship Harbor Advisors, LLC 0.04% Add +2.3% 1,567 $851K
HB Wealth Management, LLC 0.01% Add +45.4% 1,546 $840K
IFP Advisors, Inc 0.02% Add +247.0% 1,513 $822K
Maryland State Retirement & Pension System 0.02% No change 1,506 $818K
Somerset Trust Co 0.25% Reduce -5.0% 1,479 $803K
Intech Investment Management LLC 0.01% New 1,422 $772K
Intrust Bank NA 0.06% Reduce -1.7% 1,412 $767K
Arcadia Investment Management Corp. 0.13% No change 1,409 $765K
Virtu Financial LLC 0.03% Add +29.2% 1,379 $749K
Coldstream Capital Management Inc. 0.01% Reduce -31.7% 1,375 $747K
Quadcap Wealth Management, LLC 0.08% Add +0.1% 1,349 $733K
Diversified Trust Co. 0.01% Reduce -37.1% 1,345 $730K
Chicago Partners Investment Group LLC 0.02% Add +178.4% 1,211 $713K
Meeder Advisory Services, Inc. 0.03% Add +0.3% 1,304 $708K
Wendell David Associates Inc. 0.08% No change 1,290 $701K
Argonautica Private Wealth Management, Inc. 0.21% Add +3.5% 1,273 $691K
ProShare Advisors LLC 0.00% Add +0.6% 1,269 $689K
Verition Fund Management LLC 0.01% Reduce -82.2% 1,265 $687K
Leavell Investment Management, Inc. 0.03% New 1,241 $674K
Arkadios Wealth Advisors 0.01% Add +8.4% 1,240 $673K
QRG Capital Management, Inc. 0.01% Reduce -15.9% 1,224 $665K
Angeles Wealth Management, LLC 0.04% Reduce -15.9% 1,219 $662K
Private Advisor Group, LLC 0.00% Add +6.7% 1,206 $655K
Vident Advisory, LLC 0.01% Reduce -11.1% 1,198 $651K
Bull Harbor Capital LLC 0.17% — 1,193 $648K
CenterBook Partners LP 0.03% New 1,193 $648K
Farther Finance Advisors, LLC 0.01% Reduce -1.1% 1,168 $645K
Mitchell Sinkler & Starr 0.29% Add +0.1% 1,173 $637K
Commonwealth Equity Services, LLC 0.00% Reduce -30.9% 1,168 $634K
Simplex Trading, LLC 0.02% Add +623.8% 1,158 $629K
Baker Ellis Asset Management LLC 0.07% No change 1,154 $627K
CreativeOne Wealth, LLC 0.01% New 1,153 $626K
Fifth Third Wealth Advisors LLC 0.02% Add +20.4% 1,153 $626K
Numerai GP LLC 0.06% Reduce -11.3% 1,147 $623K
Round Rock Advisors LLC 0.09% Add +3.4% 1,142 $620K
Wesbanco Bank Inc. 0.02% Reduce -8.8% 1,140 $619K
Summit Trail Advisors, LLC 0.01% Add +98.4% 1,135 $616K
PFW Advisors LLC 0.19% No change 1,134 $616K
D.A. Davidson & Co. 0.00% No change 1,122 $609K
AE Wealth Management LLC 0.00% Add +31.6% 1,111 $603K
Brooklyn Investment Group 0.02% New 1,079 $586K
Shay Capital LLC 0.08% New 1,075 $584K
Inceptionr LLC 0.14% Reduce -60.1% 1,067 $580K
Osaic Holdings, Inc. 0.00% Add +19.5% 1,065 $579K
Tower Research Capital LLC (TRC) 0.01% Reduce -44.6% 1,044 $567K
Shelton Capital Management 0.01% Reduce -2.8% 1,019 $553K
Krilogy Financial LLC 0.02% Add +12.8% 954 $545K
Lido Advisors, LLC 0.00% Add +54.9% 1,002 $544K
Brown Advisory Inc. 0.00% Add +1.4% 1,000 $543K
Praxis Investment Management Inc. 0.03% No change 990 $538K
Allworth Financial LP 0.00% Add +75.3% 989 $537K
CIBC Asset Management Inc 0.00% No change 987 $536K
Williams Jones Wealth Management, LLC. 0.01% Add +5.3% 985 $535K
World Investment Advisors 0.01% Reduce -11.9% 973 $528K
Argent Trust Co 0.02% No change 964 $524K
KBC Group NV 0.00% Add +21.3% 939 $510K
Ashton Thomas Private Wealth, LLC 0.01% Add +62.2% 939 $510K
Tannin Capital LLC 0.36% Reduce -1.7% 920 $500K
Alps Advisors Inc. 0.00% New 920 $500K
North Dakota State Investment Board 0.02% Reduce -17.0% 906 $492K
Wealth Alliance, LLC 0.05% Reduce -6.2% 904 $491K
Norden Group LLC 0.05% Reduce -14.2% 891 $484K
Waddell & Associates, LLC 0.03% New 889 $483K
Prospera Financial Services Inc 0.01% New 889 $483K
Choreo, LLC 0.01% Reduce -10.3% 874 $475K
AlphaCore Capital LLC 0.01% Add +60.4% 866 $470K
Baker Avenue Asset Management, LP 0.01% New 857 $465K
Bridges Investment Management Inc. 0.01% Reduce -21.5% 852 $463K
XTX Topco Ltd 0.01% New 851 $462K
Hantz Financial Services, Inc. 0.01% Add +146.8% 849 $461K
Evergreen Capital Management LLC 0.01% Add +0.5% 833 $452K
Parkside Financial Bank & Trust 0.03% Add +41.6% 824 $448K
Compound Planning, Inc. 0.01% Add +8.2% 809 $439K
Schonfeld Strategic Advisors LLC 0.00% Reduce -96.0% 798 $433K
Accurate Wealth Management, LLC 0.05% New 722 $432K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -2.6% 795 $432K
Profund Advisors LLC 0.02% Add +12.7% 791 $430K
Mutual Advisors, LLC 0.01% New 787 $427K
Institute for Wealth Management, LLC. 0.05% No change 783 $425K
Palladiem, LLC 0.40% No change 711 $423K
Personal Cfo Solutions, LLC 0.06% Reduce -4.3% 771 $419K
Susquehanna International Group, LLP 0.00% Add +60.1% 770 $418K
Cynosure Group, LLC 0.05% New 753 $409K
Moore Capital Management, LP 0.02% Reduce -98.4% 744 $404K
STRS Ohio 0.00% Reduce -0.1% 741 $402K
Equitable Holdings, Inc. 0.00% New 738 $401K
Rothschild Wealth LLC 0.04% Add +44.4% 732 $398K
Lifestyle Asset Management, Inc. 0.13% New 730 $396K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +1.0% 729 $396K
Vista Finance, LLC 0.31% Reduce -17.0% 724 $393K
Weatherly Asset Management L. P. 0.03% No change 723 $393K
LifeWealth Investments, LLC 0.12% New 710 $386K
Brand Asset Management Group, Inc. 0.10% Reduce -10.3% 709 $385K
Waverly Advisors, LLC 0.00% Add +46.5% 690 $375K
Smartleaf Asset Management LLC 0.01% Add +0.3% 706 $370K
D. E. Shaw & Co. 0.00% Reduce -31.8% 680 $369K
Wedmont Private Capital 0.01% Add +1.3% 635 $369K
Transamerica Financial Advisors, LLC 0.03% Add +13460.0% 678 $368K
Raleigh Capital Management Inc. 0.13% New 668 $363K
Principal Securities, Inc. 0.01% New 666 $362K
Anb Bank 0.15% Add +1.9% 661 $359K
Snowden Capital Advisors LLC 0.01% Add +3.3% 654 $355K
Essential Investment Partners LLC 0.33% Reduce -3.0% 650 $353K
Parallel Advisors, LLC 0.01% Reduce -21.2% 636 $345K
Crestwood Advisors Group, LLC 0.01% Add +1.1% 634 $344K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.6% 633 $344K
Engineers Gate Manager LP 0.00% New 622 $338K
Hilltop National Bank 0.08% Reduce -3.4% 621 $337K
Daymark Wealth Partners, LLC 0.01% New 621 $337K
United Capital Financial Advisors, LLC 0.00% New 615 $334K
Marco Investment Management LLC 0.02% Reduce -18.2% 605 $329K
Stephens Inc. 0.00% New 601 $326K
WoodTrust Financial Corp 0.04% No change 600 $326K
Elevation Point Wealth Partners, LLC 0.01% Reduce -17.2% 597 $324K
Ritholtz Wealth Management 0.01% Add +3.0% 594 $323K
NorthCrest Asset Manangement, LLC 0.01% Reduce -13.7% 588 $322K
Citizens Financial Group Inc. 0.00% Add +28.1% 592 $322K
Cordatus Wealth Management LLC 0.08% New 592 $321K
XML Financial, LLC 0.03% No change 580 $315K
Dakota Wealth Management 0.01% Reduce -12.3% 578 $314K
Keynote Financial Services LLC 0.17% Reduce -8.7% 577 $313K
Portside Wealth Group, LLC 0.04% Reduce -19.3% 577 $313K
iSAM Funds (UK) Ltd 0.15% New 560 $304K
Assetmark, Inc. 0.00% Add +3.5% 557 $303K
Petros Family Wealth, LLC 0.21% Reduce -4.0% 555 $301K
Caerus Investment Advisors, LLC 0.13% Add +6.3% 553 $300K
Keybank National Association 0.00% Add +1.5% 553 $300K
PAX Financial Group, LLC 0.05% New 544 $295K
Moody Aldrich Partners LLC 0.05% New 542 $294K
Sequoia Financial Advisors, LLC 0.00% Reduce -39.4% 541 $294K
Two Sigma Securities, LLC 0.03% New 540 $293K
State of Wyoming 0.03% No change 536 $291K
Jain Global LLC 0.00% New 525 $285K
Motley Fool Asset Management LLC 0.01% Add +3.4% 523 $284K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.4% 514 $279K
Pinnacle Associates Ltd. 0.00% Add +0.4% 514 $279K
RiverPark Advisors, LLC 0.13% Add +12.2% 505 $274K
Abel Hall, LLC 0.06% Add +2.9% 504 $274K
Trust Point Inc. 0.02% New 499 $271K
Janney Montgomery Scott LLC 0.00% Add +2.3% 494 $268K
EverSource Wealth Advisors, LLC 0.01% Add +59.0% 493 $268K
Ellis Investment Partners, LLC 0.05% No change 491 $267K
Kestra Advisory Services, LLC 0.00% Reduce -3.4% 490 $266K
EP Wealth Advisors, LLC 0.00% Reduce -4.2% 482 $262K
Hardy Reed LLC 0.02% Reduce -18.6% 480 $261K
Venturi Wealth Management, LLC 0.01% No change 476 $259K
J.W. Cole Advisors, Inc. 0.01% New 476 $259K
Rothschild Investment LLC 0.01% Add +157.7% 469 $255K
VestGen Advisors, LLC 0.01% New 413 $253K
Clear Wave Wealth Management LLC 0.06% — 466 $253K
GKV Capital Management Co., Inc. 0.09% Reduce -18.4% 465 $253K
Net Worth Advisory Group 0.05% New 462 $251K
Rice Partnership, LLC 0.03% No change 460 $250K
Capstone Investment Advisors, LLC 0.00% New 457 $248K
Sather Financial Group Inc 0.02% No change 456 $248K
Evolve Private Wealth, LLC 0.01% New 450 $244K
FourThought Financial Partners, LLC 0.02% New 449 $244K
Rafferty Asset Management, LLC 0.00% Reduce -15.9% 445 $242K
Vise Technologies, Inc. 0.00% No change 538 $241K
Mather Group, Llc. 0.00% Reduce -3.1% 444 $241K
Fidelis Capital Partners, LLC 0.02% New 440 $239K
Huntington National Bank 0.00% Reduce -4.4% 435 $236K
Robertson Stephens Wealth Management, LLC 0.01% New 435 $236K
Intellectus Partners, LLC 0.05% Reduce -19.8% 425 $231K
YHB Investment Advisors, Inc. 0.02% Reduce -41.4% 425 $231K
Sowell Financial Services LLC 0.01% New 422 $229K
IHT Wealth Management, LLC 0.01% New 418 $227K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -40.3% 416 $226K
Klingman & Associates, LLC 0.01% New 405 $220K
Marin Bay Wealth Advisors, LLC 0.13% New 402 $218K
Concurrent Investment Advisors, LLC 0.00% New 399 $217K
Paragon Private Wealth Management, LLC 0.07% New 393 $213K
IFC Advisors LLC 0.03% New 389 $211K
Soltis Investment Advisors LLC 0.01% New 387 $210K
Sivia Capital Partners, LLC 0.04% New 385 $209K
Sagespring Wealth Partners, LLC 0.00% New 382 $207K
OneAscent Financial Services LLC 0.01% New 378 $205K
Associated Banc-Corp 0.01% Reduce -38.7% 375 $204K
Seeds Investor LLC 0.03% New 337 $202K
Rwa Wealth Partners, LLC 0.00% New 370 $201K
Great Valley Advisor Group, Inc. 0.00% New 369 $201K
UMB Bank, n.a. 0.00% Add +2.6% 357 $194K
USA Financial Formulas 0.03% New 318 $173K
Quarry LP 0.03% New 301 $163K
Arax Advisory Partners 0.00% Add +327.9% 291 $159K
Essential Partners LLC 0.05% Add +0.7% 288 $156K
Larson Financial Group LLC 0.00% Add +123.5% 266 $144K
AdvisorNet Financial, Inc 0.01% Add +0.8% 245 $133K
Sittner & Nelson, LLC 0.05% New 244 $133K
Osterweis Capital Management Inc. 0.01% No change 212 $115K
Root Financial Partners, LLC 0.01% Add +104.9% 209 $114K
Caitong International Asset Management Co., Ltd 0.02% New 178 $97K
Cullen/Frost Bankers, Inc. 0.00% New 175 $95K
CoreCap Advisors, LLC 0.00% New 162 $88K
Virtus Advisers, LLC 0.04% New 160 $87K
First Horizon Corp. 0.00% Reduce -27.6% 157 $85K
Measured Wealth Private Client Group, LLC 0.02% Add +7.6% 156 $85K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 155 $84K
Wellington-Altus USA Inc. 0.05% Reduce -6.7% 125 $81K
Signaturefd, LLC 0.00% Add +2.1% 144 $78K
Versant Capital Management, Inc 0.01% Add +77.5% 142 $77K
Brown Brothers Harriman & Co. 0.00% No change 137 $74K
HM Payson & Co. 0.00% No change 130 $71K
Harbour Investments, Inc. 0.00% Add +208.3% 111 $60K
Quent Capital, LLC 0.00% No change 108 $59K
SBI Securities Co., Ltd. 0.00% Add +65.6% 106 $58K
Bartlett & Co. Wealth Management LLC 0.00% No change 96 $57K
Basecamp Wealth Advisors LLC 0.01% Add +49.3% 103 $56K
Arlington Trust Co LLC 0.00% New 94 $51K
Covestor Ltd 0.04% Reduce -43.4% 94 $51K
Align Financial, LLC 0.03% Reduce -99.8% 87 $47K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 82 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 78 $42K
Nomura Asset Management Co. Ltd. 0.00% No change 78 $42K
Millstone Evans Group, LLC 0.03% Add +45.3% 77 $42K
Physician Wealth Advisors, Inc. 0.01% No change 69 $37K
West Branch Capital LLC 0.01% No change 60 $33K
Danske Bank A/S 0.00% Reduce -80.0% 60 $33K
Bayforest Capital Ltd 0.03% New 57 $31K
MassMutual Private Wealth & Trust, FSB 0.00% Add +86.7% 56 $30K
Wealth Preservation Advisors, LLC 0.02% New 53 $29K
Park Place Capital Corp 0.01% New 53 $29K
Kemnay Advisory Services Inc. 0.00% Add +82.1% 51 $28K
Golden State Wealth Management, LLC 0.00% No change 49 $27K
Opal Wealth Advisors, LLC 0.01% New 46 $25K
True Wealth Design, LLC 0.01% Add +104.5% 45 $24K
Boreal Capital Management LLC 0.02% No change 45 $24K
Private Trust Co. NA 0.00% No change 44 $24K
Cedar Mountain Advisors, LLC 0.00% New 42 $23K
Oakworth Capital, Inc. 0.00% No change 41 $22K
SJS Investment Consulting Inc. 0.00% Add +122.2% 40 $22K
Wilmington Savings Fund Society, FSB 0.00% No change 40 $22K
WPG Advisers, LLC 0.02% No change 38 $21K
MCF Advisors LLC 0.00% No change 38 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -7.5% 37 $20K
Rossby Financial, LCC 0.00% No change 31 $17K
Activest Wealth Management 0.00% No change 31 $17K
Keating Financial Advisory Services, Inc. 0.00% Add +6.9% 31 $17K
CVA Family Office, LLC 0.00% New 28 $15K
Farmers & Merchants Investments Inc. 0.00% Add +7.7% 28 $15K
National Bank of Canada 0.00% Reduce -50.9% 28 $15K
Intentional Wealth Strategies, LLC 0.01% — 25 $14K
LRI Investments, LLC 0.00% Add +25.0% 25 $14K
Harvest Fund Management Co., Ltd 0.00% New 23 $12K
CX Institutional 0.00% New 22 $12K
JPL Wealth Management, LLC 0.00% New 21 $11K
Fortitude Family Office, LLC 0.00% Add +81.8% 20 $11K
American National Bank & Trust 0.00% No change 19 $10K
Bogart Wealth, LLC 0.00% Add +5.6% 19 $10K
JFS Wealth Advisors, LLC 0.00% Add +5.9% 18 $10K
Bare Financial Services, Inc 0.00% Add +20.0% 18 $10K
TD Private Client Wealth LLC 0.00% Reduce -18.2% 18 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +6.3% 17 $9K
Entrust Financial LLC 0.01% Reduce -5.9% 16 $9K
Sound Income Strategies, LLC 0.00% No change 15 $8K
Cetera Trust Company, N.A 0.00% No change 15 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 15 $8K
MidFirst Bank 0.00% Reduce -98.8% 15 $8K
TD Capital Management LLC 0.00% No change 13 $7K
Meramec Financial Planners, LLC 0.00% No change 11 $7K
MPWM Advisory Solutions, LLC 0.00% No change 12 $7K
Morse Asset Management, Inc 0.00% New 12 $7K
RMG Wealth Management LLC 0.00% New 10 $6K
JNBA Financial Advisors 0.00% New 11 $6K
CENTRAL TRUST Co 0.00% Add +1000.0% 11 $6K
Clearstead Advisors, LLC 0.00% Reduce -92.7% 10 $5K
Capital Advisors, Ltd. LLC 0.00% No change 9 $5K
Salomon & Ludwin, LLC 0.00% No change 9 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 9 $5K
Raffa Wealth Management, LLC 0.00% No change 8 $4K
Albion Financial Group 0.00% No change 8 $4K
Montag A & Associates Inc. 0.00% Add +14.3% 8 $4K
Owl Creek Wealth Partners LLC 0.00% — 7 $4K
Provenance Wealth Advisors, LLC 0.00% No change 7 $4K
Cromwell Holdings LLC 0.00% Add +50.0% 6 $3K
Marquette Asset Management, LLC 0.00% No change 6 $3K
Bell Investment Advisors, Inc 0.00% Add +20.0% 6 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 4 $2K
Stone House Investment Management, LLC 0.00% No change 4 $2K
Hughes Financial Services, LLC 0.00% Add +100.0% 4 $2K
Kilter Group LLC 0.00% New 3 $2K
Vermillion Wealth Management, Inc. 0.00% New 3 $2K
Lloyd Advisory Services, LLC. 0.00% New 3 $2K
Elequin Capital, LP 0.00% New 3 $2K
Kingdom Financial Group LLC. 0.00% New 3 $2K
Crews Bank & Trust 0.00% New 12 $1K
Sachetta, LLC 0.00% New 2 $1K
Rialto Wealth Management, LLC 0.00% No change 2 $1K
SouthState Bank Corp 0.00% No change 2 $1K
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $1K
Creative Financial Designs Inc. 0.00% New 2 $1K
Blue Trust, Inc. 0.00% Reduce -33.3% 2 $1K
Dunhill Financial, LLC 0.00% No change 1 $860
MV Capital Management, Inc. 0.00% New 1 $544
TFC Financial Management, Inc. 0.00% No change 1 $544
Cassaday & Co Wealth Management LLC 0.00% New 1 $544
Signature Equity Partners, LLC 0.00% No change 1 $543
Sunbelt Securities, Inc. 0.00% No change 1 $543
SHP Wealth Management 0.00% New 1 $543

"% of holder's portfolio" is RBC's weight in each manager's 13F, not the share of RBC Bearings Inc. the manager owns.