Raymond James FinancialRJF

13F holders, Q4 2024 (December 31)
838holders +73
93new positions
48sold out
8famous investors
$155.33avg. 13F price*

At the end of Q4 2024, 838 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 73 from Q3 2024. 93 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.2B) and Primecap Management Co. ($1.8B). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Raymond James Financial Inc.
Sector
Finance
CUSIP
754730109
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 727Q1 2024Q2 2024: 748Q2 2024Q3 2024: 765Q3 2024Q4 2024: 838Q4 2024Q1 2025: 857Q1 2025Q2 2025: 854Q2 2025Q3 2025: 893Q3 2025Q4 2025: 935Q4 2025Q1 2026: 923Q1 2026Q2 2026: 903Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions93$204.8M
Exits48$42.0M

All 13F filers, Q3 2024 → Q4 2024: 7,399,476 shares bought and 10,215,526 shares sold, net −2,816,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 838 holders

Vanguard Group Inc. 0.06% Reduce -0.2% 21,896,288 $3.4B
BlackRock, Inc. 0.05% Add +5.2% 14,342,587 $2.2B
Primecap Management Co. 1.38% Reduce -4.2% 11,469,156 $1.8B
Wellington Management Group LLP 0.29% Reduce -14.7% 10,328,261 $1.6B
State Street Corp. 0.05% Add +2.6% 8,180,868 $1.3B
FMR LLC 0.06% Add +2.1% 6,522,025 $1.0B
JPMorgan Chase & Co. 0.05% Reduce -2.8% 4,419,272 $686.4M
Geode Capital Management, LLC 0.05% Add +0.9% 4,392,260 $680.4M
T. Rowe Price Investment Management, Inc. 0.39% Reduce -0.6% 4,107,327 $638.0M
Morgan Stanley 0.03% Add +53.4% 2,824,555 $438.7M
Earnest Partners LLC 1.76% Add +1.0% 2,533,666 $393.6M
Bank of America Corp. 0.04% Reduce -5.5% 2,441,301 $379.2M
Invesco Ltd. 0.07% Add +8.6% 2,435,306 $378.3M
Agf Management Ltd. 1.85% Reduce -8.9% 2,379,290 $369.6M
Massachusetts Financial Services Co. 0.11% Add +0.0% 2,156,992 $335.0M
Northern Trust Corp. 0.05% Add +18.4% 2,107,218 $327.3M
Dimensional Fund Advisors LP 0.08% Add +0.1% 2,067,002 $321.1M
Norges Bank 0.04% Reduce -19.4% 1,896,910 $294.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +17.5% 1,519,696 $236.1M
Legal & General Group Plc 0.05% Add +0.5% 1,260,648 $195.8M
Bank of New York Mellon Corp 0.04% Reduce -4.3% 1,249,060 $194.0M
Mercer Global Advisors Inc. 0.45% Reduce -10.2% 1,183,246 $183.8M
Goldman Sachs Group Inc. 0.04% Reduce -22.2% 1,183,199 $183.8M
Harfst & Associates, Inc. 36.44% Reduce -0.1% 1,126,208 $174.9M
Charles Schwab Investment Management Inc. 0.03% Add +1.3% 1,078,166 $167.5M
Envestnet Asset Management Inc. 0.05% Reduce -4.8% 1,066,153 $165.6M
Sterling Capital Management LLC 1.96% Reduce -15.0% 919,797 $142.9M
Congress Asset Management Co. 0.96% Reduce -5.9% 917,752 $142.6M
Sei Investments Co. 0.18% Add +1.9% 910,518 $141.4M
Amundi 0.04% Reduce -0.2% 775,648 $123.6M
Nuveen Asset Management, LLC 0.03% Add +10.7% 791,914 $123.0M
Raymond James Financial Inc. 0.04% — 680,492 $105.7M
Deutsche Bank AG 0.04% Add +6.5% 635,080 $98.6M
Principal Financial Group Inc. 0.05% Reduce -0.5% 623,949 $96.9M
UBS Group AG 0.02% Reduce -25.0% 605,542 $94.1M
HSBC Holdings PLC 0.06% Add +3.0% 582,266 $90.5M
Franklin Resources Inc. 0.03% Add +0.7% 571,788 $88.8M
PNC Financial Services Group, Inc. 0.06% Add +433.4% 567,460 $88.1M
Barclays PLC 0.04% Reduce -34.1% 558,395 $86.7M
Premier Fund Managers Ltd 2.91% No change 526,000 $81.7M
Select Equity Group, L.P. 0.33% New 525,404 $81.6M
Fisher Asset Management 0.03% Add +11.3% 498,925 $77.5M
BNP Paribas Financial Markets 0.06% Add +28.4% 494,123 $76.8M
T. Rowe Price Associates Inc. 0.01% Add +32.2% 480,948 $74.7M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -1.8% 464,652 $72.2M
Truist Financial Corp. 0.10% Reduce -6.8% 426,118 $66.2M
Ceredex Value Advisors LLC 1.33% Reduce -41.1% 425,761 $66.1M
Wells Fargo & Company 0.02% Reduce -14.2% 420,080 $65.3M
Silvercrest Asset Management Group LLC 0.43% Add +0.7% 412,071 $64.0M
TD Asset Management Inc 0.06% Reduce -1.5% 406,946 $63.2M
Palisade Capital Management, LP 1.78% Reduce -23.4% 380,409 $59.1M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.84% Reduce -24.2% 374,068 $58.1M
Baird Financial Group, Inc. 0.11% Reduce -27.8% 370,043 $57.5M
Royal Bank of Canada 0.01% Add +48.6% 365,961 $56.8M
KBC Group NV 0.15% Reduce -14.1% 354,689 $55.1M
Voloridge Investment Management, LLC 0.19% Add +58.1% 348,149 $54.1M
Prudential Financial Inc. 0.07% Add +20.3% 347,404 $54.0M
Rhumbline Advisers 0.05% Reduce -2.9% 332,368 $51.6M
New York State Common Retirement Fund 0.07% Reduce -8.8% 329,887 $51.2M
California Public Employees Retirement System 0.03% Reduce -5.4% 314,127 $48.8M
AQR Capital Management 0.06% Add +53.6% 306,129 $47.6M
Iat Reinsurance Co. LTD. 10.82% No change 298,125 $46.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.2% 291,192 $45.9M
Los Angeles Capital Management LLC 0.18% Add +554.3% 290,389 $45.1M
Deroy & Devereaux Private Investment Counsel Inc. 2.56% Add +0.8% 286,444 $44.5M
California State Teachers Retirement System 0.05% Add +4.8% 276,397 $42.9M
National Pension Service 0.04% Reduce -6.5% 273,542 $42.5M
Davis Asset Management, L.P. 1.71% Reduce -10.0% 270,000 $41.9M
Renaissance Technologies 0.06% Add +35.7% 262,037 $40.7M
Ameriprise Financial Inc. 0.01% Reduce -7.8% 258,251 $40.1M
Schroder Investment Management Group 0.04% Reduce -7.3% 256,791 $39.9M
Bank of Montreal 0.02% Reduce -7.6% 254,350 $39.5M
Natixis Advisors, LLC 0.07% Add +5.7% 252,643 $39.2M
Alliancebernstein L.P. 0.01% Add +17.4% 247,600 $38.5M
Clearbridge Investments, LLC 0.03% Add +0.6% 238,599 $37.1M
Macquarie Group Ltd. 0.04% Reduce -2.6% 232,741 $35.0M
D. E. Shaw & Co. 0.04% Reduce -46.9% 225,271 $35.0M
New York State Teachers Retirement System 0.07% Reduce -1.2% 207,583 $32.2M
Teacher Retirement System of Texas 0.12% Add +630.2% 206,545 $32.1M
APG Asset Management N.V. 0.09% Reduce -59.9% 210,380 $31.6M
Two Sigma Advisers, LP 0.07% Reduce -27.8% 201,000 $31.2M
FIL Ltd 0.03% Add +25.9% 199,300 $31.0M
Pinnacle Associates Ltd. 0.39% Reduce -18.0% 185,685 $28.8M
State Board of Administration of Florida Retirement System 0.05% Reduce -7.0% 181,742 $28.2M
American Century Companies Inc. 0.02% Add +42.7% 177,933 $27.6M
Aviva PLC 0.07% Add +44.2% 175,126 $27.2M
Nicholas Company, Inc. 0.42% Reduce -6.2% 168,485 $26.2M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -10.5% 156,400 $24.3M
CANADA LIFE ASSURANCE Co 0.04% Add +20.8% 154,449 $24.0M
Korea Investment CORP 0.06% Reduce -7.5% 149,522 $23.2M
Russell Investments Group, Ltd. 0.03% Reduce -21.9% 149,428 $23.2M
Avity Investment Management Inc. 1.82% Reduce -1.6% 149,376 $23.2M
Citigroup Inc. 0.02% Add +12.1% 144,265 $22.4M
First Trust Advisors LP 0.02% Reduce -91.4% 141,650 $22.0M
PhiloSmith Capital Corp 5.84% Reduce -12.4% 132,750 $20.6M
Pictet Asset Management Holding SA 0.02% Add +15.7% 131,038 $20.4M
Robeco Institutional Asset Management B.V. 0.04% Add +1197.5% 129,139 $20.1M
Royal London Asset Management Ltd. 0.05% Reduce -1.0% 128,073 $19.9M
Weiss Asset Management LP 0.61% New 127,709 $19.8M
Panagora Asset Management Inc. 0.09% Add +1247.3% 126,292 $19.6M
Canada Pension Plan Investment Board 0.02% Add +6.7% 119,913 $18.6M
Victory Capital Management Inc. 0.02% Reduce -2.7% 117,551 $18.3M
Manufacturers Life Insurance Company, The 0.02% Add +0.4% 117,137 $18.2M
CW Advisors, LLC 0.25% Reduce -2.3% 116,208 $18.1M
Millennium Management 0.02% Reduce -78.8% 115,903 $18.0M
Jane Street Group, LLC 0.03% Add +1154.0% 115,440 $17.9M
Susquehanna Fundamental Investments, LLC 0.29% — 113,178 $17.6M
Danske Bank A/S 0.05% Add +13.0% 112,686 $17.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 111,887 $17.4M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -4.8% 110,400 $17.1M
State of Wisconsin Investment Board 0.04% Reduce -7.7% 110,009 $17.1M
Brandywine Global Investment Management, LLC 0.12% Reduce -6.9% 108,243 $16.8M
Basswood Capital Management, L.L.C. 0.93% No change 102,367 $15.9M
Stifel Financial Corp. 0.02% Add +0.0% 99,087 $15.4M
LPL Financial LLC 0.01% Add +12.6% 97,692 $15.2M
Geneva Capital Management LLC 0.26% Reduce -10.6% 96,819 $15.0M
Freestone Grove Partners LP 0.18% — 96,251 $15.0M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -3.4% 96,013 $14.9M
Capital Wealth Planning, LLC 0.14% No change 94,260 $14.6M
Illinois Municipal Retirement Fund 0.21% Reduce -4.7% 93,959 $14.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -24.6% 92,804 $14.4M
Nisa Investment Advisors, LLC 0.06% Reduce -0.5% 92,368 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.2% 88,116 $13.7M
National Bank of Canada 0.02% Reduce -9.6% 88,036 $13.7M
Hantz Financial Services, Inc. 0.23% Reduce -2.0% 85,721 $13.3M
HRT Financial LP 0.07% Add +397.6% 83,703 $13.0M
Public Employees Retirement System of Ohio 0.04% Reduce -4.5% 83,547 $13.0M
Bragg Financial Advisors, Inc 0.52% Reduce -1.2% 83,448 $13.0M
Lighthouse Investment Partners, LLC 0.50% New 83,162 $12.9M
Treasurer of the State of North Carolina 0.05% Reduce -1.4% 81,468 $12.7M
Citadel Advisors 0.01% Reduce -67.4% 80,888 $12.6M
US Bancorp \de 0.02% Add +10.9% 80,883 $12.6M
Mn Services Vermogensbeheer B.V. 0.08% Add +1.7% 77,700 $12.1M
ExodusPoint Capital Management, LP 0.12% New 76,817 $11.9M
Asset Management One Co., Ltd. 0.04% Reduce -0.2% 75,093 $11.8M
Ensign Peak Advisors, Inc 0.02% Add +13.7% 75,137 $11.7M
Susquehanna International Group, LLP 0.02% Add +129.1% 74,116 $11.5M
Caisse de depot et placement du Quebec 0.02% New 73,570 $11.4M
Marshall Wace, LLP 0.01% Reduce -80.9% 71,258 $11.1M
State of New Jersey Common Pension Fund D 0.04% No change 71,252 $11.1M
Qube Research & Technologies Ltd 0.02% Reduce -26.1% 71,197 $11.1M
Handelsbanken Fonder AB 0.04% Add +17.0% 69,761 $10.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +8.2% 69,579 $10.8M
CWA Asset Management Group, LLC 0.54% Reduce -7.7% 69,311 $10.8M
Toronto Dominion Bank 0.02% Add +3.2% 68,697 $10.7M
Credit Agricole S A 0.04% Add +138.9% 67,714 $10.5M
KLP Kapitalforvaltning As 0.05% — 67,678 $10.5M
Nemes Rush Group LLC 1.30% Add +4.4% 67,487 $10.5M
State of Tennessee, Department of Treasury 0.04% Reduce -4.3% 67,479 $10.5M
Peterson Wealth Services 3.13% Reduce -0.3% 65,741 $10.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +3.9% 65,326 $10.1M
Wilmington Savings Fund Society, FSB 0.18% Reduce -3.8% 64,870 $10.1M
Rafferty Asset Management, LLC 0.04% Add +2.7% 64,557 $10.0M
Am Investment Strategies LLC 2.42% No change 64,063 $10.0M
Burney Co./ 0.35% Reduce -2.4% 63,199 $9.8M
Aware Super Pty Ltd as trustee of Aware Super 0.15% — 62,392 $9.7M
Jefferies Financial Group Inc. 0.11% New 60,298 $9.4M
Resona Asset Management Co.,Ltd. 0.06% Reduce -3.2% 59,735 $9.3M
Private Capital Management, LLC 0.98% Reduce -1.7% 58,850 $9.1M
DAVENPORT & Co LLC 0.05% Add +9.0% 58,278 $9.1M
Nomura Asset Management Co. Ltd. 0.03% Add +0.3% 58,145 $9.0M
Palmer Knight Co 3.99% Reduce -11.1% 57,323 $8.9M
Arizona State Retirement System 0.05% Add +0.7% 56,826 $8.8M
Swiss Life Asset Management Ltd 0.06% Add +1004.5% 56,097 $8.7M
Storebrand Asset Management As 0.03% Add +121.6% 54,609 $8.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +23.3% 53,908 $8.4M
Commonwealth Equity Services, LLC 0.01% Add +2.4% 53,853 $8.4M
Voya Investment Management LLC 0.01% Reduce -7.0% 53,743 $8.3M
Worldquant Millennium Advisors LLC 0.05% Reduce -77.6% 52,993 $8.2M
ProShare Advisors LLC 0.02% Add +0.6% 51,207 $8.0M
Greenfield Seitz Capital Management, LLC 2.99% Reduce -5.8% 50,529 $7.8M
Aberdeen Group plc 0.01% Reduce -8.1% 50,289 $7.8M
Fiera Capital Corp 0.02% Add +18.8% 49,677 $7.7M
State of Michigan Retirement System 0.04% Reduce -1.6% 49,644 $7.7M
MetLife Investment Management, LLC 0.04% Add +0.4% 48,442 $7.5M
Citizens Financial Group Inc. 0.15% Reduce -2.5% 48,308 $7.5M
Public Sector Pension Investment Board 0.03% Add +46.2% 47,507 $7.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% — 47,492 $7.4M
Bokf, NA 0.12% Reduce -12.1% 46,188 $7.1M
UMB Bank, n.a. 0.11% Add +7238.7% 45,353 $7.0M
Corebridge Financial, Inc. 0.04% Reduce -1.8% 45,218 $7.0M
Man Group plc 0.02% Reduce -58.7% 44,697 $6.9M
New England Professional Planning Group Inc. 3.45% Add +3.8% 44,606 $6.9M
Allianz Asset Management GmbH 0.01% Reduce -26.4% 44,351 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.1% 42,628 $6.6M
Cahaba Wealth Management, Inc. 0.54% Reduce -8.7% 42,254 $6.6M
USS Investment Management Ltd 0.05% Reduce -15.7% 42,215 $6.6M
Thrivent Financial for Lutherans 0.01% Add +20.3% 41,396 $6.4M
Federation des caisses Desjardins du Quebec 0.03% Add +3.5% 40,746 $6.3M
Stephens Consulting, LLC 1.58% Reduce -0.0% 40,634 $6.3M
OneDigital Investment Advisors LLC 0.07% Reduce -1.1% 40,278 $6.3M
Westfield Capital Management Co. LP 0.03% No change 40,095 $6.2M
Captrust Financial Advisors 0.02% Add +0.8% 40,007 $6.2M
LMG Wealth Partners, LLC 1.35% No change 39,781 $6.2M
Czech National Bank 0.06% Add +5.1% 39,672 $6.2M
Retirement Systems of Alabama 0.02% Reduce -2.8% 39,615 $6.2M
Ancora Advisors LLC 0.14% Add +1.6% 39,124 $6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -3.6% 38,905 $6.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -0.2% 38,425 $6.0M
Forsta Ap-Fonden 0.04% Add +7.3% 38,400 $6.0M
IFM Investors Pty Ltd 0.06% Reduce -6.5% 37,921 $5.9M
Campbell & CO Investment Adviser LLC 0.45% Add +264.2% 37,771 $5.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +14.0% 37,464 $5.8M
Heartland Advisors Inc. 0.31% New 36,991 $5.7M
Buckhead Capital Management LLC 1.78% Reduce -15.7% 35,831 $5.6M
Fifth Third Bancorp 0.02% Reduce -16.9% 35,792 $5.6M
Pathstone Holdings, LLC 0.02% Add +0.3% 35,789 $5.6M
Creative Planning 0.01% Reduce -5.5% 35,514 $5.5M
DNB Asset Management AS 0.02% Add +1.7% 35,472 $5.5M
Amalgamated Bank 0.04% Reduce -3.5% 35,325 $5.5M
Oppenheimer Asset Management Inc. 0.07% Reduce -0.7% 35,127 $5.5M
Janney Montgomery Scott LLC 0.02% Add +0.7% 35,095 $5.5M
Hilltop Holdings Inc. 0.34% Add +0.7% 34,797 $5.4M
Quantinno Capital Management LP 0.05% Add +31.5% 34,759 $5.4M
NBW Capital LLC 1.00% Reduce -2.5% 34,706 $5.4M
DekaBank Deutsche Girozentrale 0.01% No change 33,882 $5.3M
Two Sigma Investments, LP 0.01% Reduce -83.8% 33,600 $5.2M
Logan Capital Management Inc. 0.21% Reduce -2.9% 32,920 $5.1M
Moran Wealth Management, LLC 0.16% New 32,779 $5.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -17.2% 32,339 $5.0M
Cardinal Capital Management 0.78% Reduce -0.5% 31,957 $5.0M
Aquatic Capital Management LLC 0.13% New 30,910 $4.8M
Utah Retirement Systems 0.05% Reduce -2.6% 30,446 $4.7M
Prudential PLC 0.02% Add +384.9% 30,302 $4.7M
Lord, Abbett & Co. LLC 0.02% New 29,946 $4.7M
Mutual of America Capital Management LLC 0.05% Reduce -5.2% 29,778 $4.6M
Comerica Bank 0.02% Reduce -9.3% 29,737 $4.6M
Hennion & Walsh Asset Management, Inc. 0.21% Add +2.3% 29,494 $4.6M
Cibc World Markets Corp. 0.03% Reduce -19.4% 29,471 $4.6M
Vanguard Personalized Indexing Management, LLC 0.07% Add +8.1% 29,283 $4.5M
CIBC Asset Management Inc 0.01% Add +3.0% 29,207 $4.5M
World Investment Advisors 0.12% Add +3.2% 29,190 $4.5M
Access Investment Management LLC 1.31% Add +0.8% 29,051 $4.5M
Stuart Investment Advisors, Inc. 2.36% Reduce -5.6% 28,475 $4.4M
Leuthold Group, LLC 0.53% Add +889.0% 28,473 $4.4M
Cullen Investment Group, LTD. 0.64% Reduce -2.9% 28,010 $4.4M
Mackenzie Financial Corp. 0.01% Add +18.5% 27,590 $4.3M
Systematic Financial Management LP 0.11% Reduce -0.7% 27,561 $4.3M
New York Life Investment Management LLC 0.04% Reduce -0.9% 27,331 $4.2M
Cwm, LLC 0.02% Add +130.0% 27,265 $4.2M
Police & Firemen's Retirement System of New Jersey 0.04% — 26,941 $4.2M
Siemens Fonds Invest GmbH 0.44% Reduce -20.5% 26,875 $4.2M
Dean Investment Associates, LLC 0.59% Add +4.5% 26,643 $4.1M
Atria Investments, Inc 0.05% Reduce -15.4% 26,635 $4.1M
Dana Investment Advisors, Inc. 0.14% Reduce -11.5% 26,614 $4.1M
Xponance LLC 0.04% Reduce -2.9% 25,950 $4.0M
First Hawaiian Bank 0.13% Reduce -0.5% 25,860 $4.0M
Focus Partners Wealth 0.01% Add +1072.5% 25,221 $3.9M
Daiwa Securities Group Inc. 0.02% Add +6.3% 25,028 $3.9M
Callodine Capital Management, LP 0.80% Reduce -50.0% 25,000 $3.9M
Bank of Nova Scotia 0.01% Add +2.4% 24,862 $3.9M
Barnes Pettey Financial Advisors, LLC 2.90% Reduce -13.2% 24,464 $3.8M
Mariner, LLC 0.01% Add +7.5% 24,391 $3.8M
Cetera Investment Advisers 0.01% Add +0.9% 23,942 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 23,664 $3.7M
Janus Henderson Group PLC 0.00% Add +12.5% 23,532 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.3% 23,368 $3.6M
Parallax Volatility Advisers, L.P. 0.09% Add +399.6% 23,250 $3.6M
Townsquare Capital LLC 0.04% Reduce -1.2% 23,173 $3.6M
Regions Financial Corp. 0.03% Reduce -4.7% 22,986 $3.6M
MML Investors Services, LLC 0.01% Add +1.9% 22,884 $3.6M
Wellspring Financial Advisors, LLC 0.37% Reduce -3.4% 22,728 $3.5M
Sanctuary Advisors, LLC 0.02% Reduce -20.3% 20,356 $3.5M
Neuberger Berman Group LLC 0.00% Reduce -3.5% 22,272 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -5.9% 22,212 $3.5M
NewEdge Advisors, LLC 0.02% Add +2.2% 22,197 $3.4M
Center for Financial Planning, Inc. 0.46% Reduce -5.3% 22,106 $3.4M
Assenagon Asset Management S.A. 0.01% Reduce -20.4% 21,944 $3.4M
Schneider Downs Wealth Management Advisors, LP 0.63% No change 21,546 $3.3M
Sovereign's Capital Management, LLC 2.12% — 21,426 $3.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.9% 21,386 $3.3M
Orion Portfolio Solutions, LLC 0.03% Reduce -3.9% 21,386 $3.3M
Kaydan Wealth Management, Inc. 1.10% No change 21,375 $3.3M
Corient Private Wealth LP 0.01% Add +3.2% 21,282 $3.3M
Van Eck Associates Corp. 0.00% Add +1.1% 21,256 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.1% 21,244 $3.3M
Elo Mutual Pension Insurance Co 0.07% Add +19.3% 20,881 $3.2M
State of Alaska, Department of Revenue 0.04% Reduce -26.9% 20,876 $3.2M
Candriam S.C.A. 0.02% Add +29.7% 20,810 $3.2M
Graphene Investments SAS 2.20% Reduce -20.9% 20,500 $3.2M
Intech Investment Management LLC 0.03% Add +36.8% 20,459 $3.2M
Generali Asset Management SPA SGR 0.08% — 20,262 $3.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.6% 20,190 $3.1M
Bessemer Group Inc. 0.01% Add +0.8% 20,168 $3.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +22.9% 19,852 $3.1M
Millstone Evans Group, LLC 2.10% — 19,861 $3.1M
Gotham Asset Management 0.03% Add +8.1% 19,100 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.0% 18,953 $2.9M
Elevation Point Wealth Partners, LLC 0.23% Reduce -33.5% 18,687 $2.9M
Crossmark Global Holdings, Inc. 0.05% Add +19.5% 18,524 $2.9M
UniSuper Management Pty Ltd 0.02% Add +5.5% 18,460 $2.9M
Cerity Partners LLC 0.01% Add +10.1% 19,299 $2.8M
HighTower Advisors, LLC 0.00% Add +3.2% 17,843 $2.8M
Ethic Inc. 0.06% Reduce -1.0% 17,581 $2.7M
OMERS ADMINISTRATION Corp 0.02% Reduce -31.7% 17,492 $2.7M
Mizuho Securities USA LLC 0.05% Add +44.3% 17,341 $2.7M
Teza Capital Management LLC 0.40% Add +114.8% 17,206 $2.7M
Mgo One Seven LLC 0.10% Reduce -7.4% 17,168 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +6.2% 17,130 $2.7M
CIBC Private Wealth Group LLC 0.00% Add +6.5% 16,455 $2.6M
Nordea Investment Management AB 0.00% Add +2.4% 16,667 $2.6M
Avantax Advisory Services, Inc. 0.02% Reduce -12.0% 16,453 $2.6M
STRS Ohio 0.01% Add +19.7% 16,219 $2.5M
Aft, Forsyth & Sober, LLC 0.79% No change 15,750 $2.4M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.0% 15,735 $2.4M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.9% 15,700 $2.4M
Waverly Advisors, LLC 0.04% New 15,686 $2.4M
Tredje AP-fonden 0.02% Reduce -50.0% 15,671 $2.4M
Achmea Investment Management B.V. 0.04% Add +24.5% 15,557 $2.4M
Empire Life Investments Inc. 0.15% Add +0.8% 15,152 $2.4M
White Pine Capital LLC 0.78% Add +0.0% 14,940 $2.3M
Natixis 0.02% Add +440.8% 14,812 $2.3M
Dean Capital Management 0.97% Add +2.4% 14,677 $2.3M
Stablepoint Partners, LLC 0.42% Add +0.5% 14,651 $2.3M
Pacer Advisors, Inc. 0.01% Add +6.5% 14,630 $2.3M
High Net Worth Advisory Group LLC 0.63% Add +2.6% 14,598 $2.3M
SG Americas Securities, LLC 0.01% Add +92.8% 14,267 $2.2M
HUB Investment Partners, LLC 0.09% Add +99.8% 14,186 $2.2M
Davis Investment Partners, LLC 0.92% No change 14,197 $2.2M
Osaic Holdings, Inc. 0.00% Add +7.8% 13,791 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.2% 13,713 $2.1M
M&T Bank Corp 0.01% Reduce -0.3% 13,638 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Add +31.9% 13,579 $2.1M
Park Avenue Securities LLC 0.02% Add +33.6% 13,579 $2.1M
FORA Capital, LLC 0.24% Add +10.4% 13,481 $2.1M
Heritage Wealth Advisors 0.10% Reduce -1.3% 13,416 $2.1M
William B. Walkup & Associates, Inc. 1.32% No change 13,395 $2.1M
Landscape Capital Management, L.L.C. 0.22% Add +187.4% 13,243 $2.1M
Donoghue Forlines LLC 0.69% New 13,228 $2.1M
Apollon Wealth Management, LLC 0.05% Reduce -17.3% 13,052 $2.0M
LBP Am SA 0.03% New 12,998 $2.0M
Mediolanum International Funds Ltd 0.03% New 13,012 $2.0M
Alpine Woods Capital Investors, LLC 0.38% No change 12,900 $2.0M
Kentucky Retirement Systems 0.06% Reduce -1.4% 12,737 $2.0M
QRG Capital Management, Inc. 0.02% Add +2.4% 12,513 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% No change 12,296 $1.9M
Cullen Capital Management, LLC 0.02% Add +19.1% 12,047 $1.9M
Sabal Trust CO 0.11% No change 11,821 $1.8M
&partners 0.02% Add +27.2% 11,492 $1.8M
Swedbank AB 0.00% Add +136.1% 11,576 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -16.1% 11,536 $1.8M
Wolverine Trading, LLC 0.04% New 11,454 $1.8M
SPC Financial, Inc. 0.16% Reduce -19.6% 11,450 $1.8M
Hartford Investment Management Co. 0.06% Reduce -2.4% 11,384 $1.8M
Keybank National Association 0.01% Add +0.7% 11,248 $1.7M
Squarepoint Ops LLC 0.00% Reduce -89.8% 11,195 $1.7M
Allen Investment Management, LLC 0.02% No change 11,150 $1.7M
Tower Bridge Advisors 0.19% Reduce -3.5% 11,054 $1.7M
Woodline Partners LP 0.01% New 10,988 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +269.1% 10,919 $1.7M
New Age Alpha Advisors, LLC 0.07% New 10,671 $1.7M
Oarsman Capital, Inc. 0.29% Add +3.1% 10,654 $1.7M
King Luther Capital Management Corp. 0.01% Reduce -0.3% 10,574 $1.6M
NEOS Investment Management LLC 0.04% Add +30.7% 10,601 $1.6M
Inceptionr LLC 0.36% Add +26.9% 10,534 $1.6M
Atlas Wealth LLC 0.86% No change 10,504 $1.6M
AXS Investments LLC 0.46% New 10,500 $1.6M
Klingman & Associates, LLC 0.10% Add +0.2% 10,490 $1.6M
Western Wealth Management, LLC 0.09% Reduce -1.5% 10,479 $1.6M
Meridian Wealth Advisors, LLC 0.27% Reduce -13.8% 10,419 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -0.8% 10,255 $1.6M
Montag & Caldwell, LLC 0.34% Reduce -0.1% 10,246 $1.6M
Metis Global Partners, LLC 0.05% Add +64.2% 10,041 $1.6M
Commerce Bank 0.01% Reduce -4.4% 9,985 $1.6M
Bank of New Hampshire 0.40% Add +99290.0% 9,939 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -9.1% 9,819 $1.5M
Florida Trust Wealth Management Co 0.05% No change 9,802 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -5.8% 9,800 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.50% — 9,796 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -4.6% 9,765 $1.5M
Vinva Investment Management Ltd 0.06% Add +8.6% 9,736 $1.5M
Gladstone Institutional Advisory LLC 0.07% Reduce -2.4% 9,628 $1.5M
Bill Few Associates, Inc. 0.52% Reduce -5.0% 9,595 $1.5M
Peak Planning Group, LLC 0.60% Reduce -19.8% 9,285 $1.4M
Redwood Investment Management, LLC 0.14% New 9,190 $1.4M
Gryphon Financial Partners LLC 0.20% Add +0.5% 8,986 $1.4M
New Mexico Educational Retirement Board 0.05% Reduce -2.2% 8,875 $1.4M
Cumberland Partners Ltd 0.09% Reduce -4.4% 8,700 $1.4M
Wealthfront Advisers LLC 0.00% Add +16.7% 8,665 $1.3M
Chiron Capital Management, LLC 1.27% No change 8,650 $1.3M
Norinchukin Bank, The 0.03% Add +8.9% 8,484 $1.3M
Signaturefd, LLC 0.02% Add +6.1% 8,459 $1.3M
E. Ohman J:or Asset Management AB 0.03% Reduce -7.1% 8,450 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +380.4% 8,412 $1.3M
ING Groep NV 0.01% New 8,269 $1.3M
West Michigan Advisors, LLC 0.39% Reduce -4.4% 8,241 $1.3M
Intact Investment Management Inc. 0.04% Add +24.2% 8,200 $1.3M
Trust Co. of Toledo NA 0.17% No change 8,165 $1.3M
Cavalier Investments, LLC 0.42% Add +4.3% 8,151 $1.3M
iA Global Asset Management Inc. 0.02% Add +187.2% 8,132 $1.3M
CPC Advisors, LLC 0.17% Reduce -2.1% 8,062 $1.3M
Ieq Capital, LLC 0.01% Add +57.6% 8,055 $1.3M
Northwest & Ethical Investments L.P. 0.03% Add +0.2% 8,038 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -8.3% 7,990 $1.2M
Concurrent Investment Advisors, LLC 0.03% Reduce -8.4% 7,969 $1.2M
Financial Counselors Inc. 0.02% Reduce -11.4% 7,942 $1.2M
Formidable Asset Management, LLC 0.20% Add +0.9% 7,901 $1.2M
One Plus One Wealth Management, LLC 0.72% Add +0.0% 7,857 $1.2M
Moody National Bank Trust Division 0.13% Reduce -5.8% 7,848 $1.2M
Virtus Advisers, LLC 0.49% New 7,769 $1.2M
Capital Investment Advisors, LLC 0.02% Add +0.3% 7,563 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -45.4% 7,076 $1.1M
Qtron Investments LLC 0.15% No change 6,940 $1.1M
Oxford Financial Group, LTD. LLC 0.07% Reduce -31.9% 6,871 $1.1M
Wealthspire Advisors, LLC 0.01% Add +4.1% 6,812 $1.1M
Muirfield Wealth Advisors LLC 0.86% Add +0.3% 6,700 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -1.5% 6,615 $1.0M
Uniting Wealth Partners, LLC 0.50% — 6,606 $1.0M
Yorktown Management & Research Co Inc 0.96% No change 6,450 $1.0M
Stephens Inc. 0.01% Reduce -4.5% 6,350 $986K
Staley Capital Advisers Inc. 0.04% No change 6,250 $971K
Empirical Finance, LLC 0.06% Reduce -1.3% 6,214 $965K
Norden Group LLC 0.11% Add +0.4% 6,208 $964K
Caprock Group, LLC 0.03% Add +3.0% 6,207 $964K
GMO 0.00% New 6,184 $961K
NorthCrest Asset Manangement, LLC 0.03% Add +0.3% 6,177 $959K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.3% 6,121 $951K
Nomura Holdings Inc. 0.01% New 6,025 $936K
Y-Intercept (Hong Kong) Ltd 0.06% Add +57.7% 5,966 $927K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.1% 5,809 $902K
Allstate Corp. 0.03% New 5,728 $890K
MGB Wealth Management, LLC 0.27% Reduce -1.7% 5,703 $886K
Systematic Alpha Investments, LLC 0.03% No change 5,700 $885K
NorthCoast Asset Management LLC 0.00% Add +2.7% 5,674 $882K
Intrust Bank NA 0.09% Add +8.1% 5,634 $875K
Intellus Advisors LLC 0.15% — 5,580 $867K
Signature Wealth Management Group 0.34% Reduce -3.4% 5,445 $846K
D.A. Davidson & Co. 0.01% Add +0.3% 5,406 $840K
Gateway Investment Advisers LLC 0.01% Reduce -31.2% 5,394 $838K
Friedenthal Financial 0.49% New 5,391 $837K
HBK Sorce Advisory LLC 0.03% Reduce -0.9% 5,330 $828K
Tidal Investments LLC 0.01% Add +21.1% 5,134 $795K
Covenant Partners, LLC 0.24% No change 5,093 $791K
Wetzel Investment Advisors, Inc. 0.39% No change 5,029 $781K
Tranquility Partners, LLC 0.29% Reduce -4.3% 5,009 $778K
Forum Financial Management, LP 0.01% No change 5,007 $778K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -9.1% 4,988 $775K
Confluence Wealth Services, Inc. 0.05% Add +120.4% 4,458 $765K
Curi Capital, LLC 0.02% Add +5.9% 4,870 $756K
V-Square Quantitative Management LLC 0.11% Reduce -2.5% 4,848 $753K
Calydon Capital 0.15% Reduce -8.6% 4,819 $749K
First Eagle Investment Management, LLC 0.00% No change 4,807 $747K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 4,800 $746K
Cyndeo Wealth Partners, LLC 0.05% No change 4,779 $742K
Skylands Capital, LLC 0.10% Reduce -31.0% 4,787 $741K
Capstone Investment Advisors, LLC 0.01% Add +46.0% 4,567 $709K
Net Worth Advisory Group 0.21% Add +0.4% 4,443 $690K
Guinness Asset Management LTD 0.01% Add +36.0% 4,418 $686K
Kestra Advisory Services, LLC 0.00% Reduce -18.2% 4,395 $683K
Johnson Investment Counsel Inc. 0.01% Reduce -1.4% 4,329 $672K
Schonfeld Strategic Advisors LLC 0.00% Add +129.1% 4,296 $667K
NorthRock Partners, LLC 0.02% Reduce -5.7% 4,296 $667K
Global Financial Private Client, LLC 0.25% Add +0.1% 4,288 $666K
Tectonic Advisors LLC 0.04% Add +3.0% 4,244 $659K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -33.6% 4,233 $658K
Harrell Investment Partners, LLC 0.18% Reduce -4.8% 4,140 $643K
Harvest Fund Management Co., Ltd 0.03% Add +0.0% 4,130 $641K
Virtu Financial LLC 0.03% Add +63.0% 4,098 $636K
Petrus Trust Company, LTA 0.06% New 4,075 $633K
Choreo, LLC 0.01% Add +40.9% 4,029 $626K
Atria Wealth Solutions, Inc. 0.01% New 4,024 $625K
Great Valley Advisor Group, Inc. 0.01% No change 4,014 $624K
Guggenheim Capital LLC 0.01% Add +6.4% 4,006 $622K
Coldstream Capital Management Inc. 0.01% Reduce -5.3% 4,004 $622K
NJ State Employees Deferred Compensation Plan 0.08% No change 4,000 $621K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.0% 4,000 $621K
Greenleaf Trust 0.01% Add +2.7% 3,998 $621K
Shell Asset Management Co. 0.03% Reduce -0.1% 3,938 $612K
Ashton Thomas Private Wealth, LLC 0.02% New 3,932 $611K
Dock Street Asset Management Inc. 0.07% Reduce -9.4% 3,865 $600K
Vident Advisory, LLC 0.01% Reduce -89.4% 3,827 $595K
Empowered Funds, LLC 0.01% Add +10.4% 3,828 $593K
XTX Topco Ltd 0.05% Reduce -45.9% 3,797 $590K
Atlanta Consulting Group Advisors, LLC 0.22% Reduce -22.7% 3,779 $587K
Beverly Hills Private Wealth, LLC 0.12% Reduce -9.1% 3,690 $573K
Blue Trust, Inc. 0.01% Reduce -22.0% 3,662 $569K
one8zero8, LLC 0.12% — 3,637 $565K
Belpointe Asset Management LLC 0.03% Reduce -10.4% 4,670 $558K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.1% 3,475 $540K
Quadrature Capital Ltd 0.01% New 3,474 $540K
Visionary Wealth Advisors 0.03% Add +0.0% 3,453 $536K
Vestcor Inc 0.02% Reduce -0.1% 3,396 $528K
Texas Yale Capital Corp. 0.02% No change 3,398 $528K
Aspen Grove Capital, LLC 0.11% No change 3,383 $525K
Praxis Investment Management Inc. 0.03% No change 3,370 $523K
Fifth Third Wealth Advisors LLC 0.03% Add +4.5% 3,329 $517K
NewEdge Wealth, LLC 0.01% Add +3.4% 3,293 $512K
J.W. Cole Advisors, Inc. 0.02% New 3,289 $511K
Mfa Wealth Advisors, LLC 0.13% Reduce -19.1% 3,278 $509K
Bryce Point Capital, LLC 0.15% — 3,272 $508K
Canada Post Corp Registered Pension Plan 0.03% — 3,263 $507K
Venturi Wealth Management, LLC 0.02% Add +1966.9% 3,245 $504K
Kestra Private Wealth Services, LLC 0.01% Add +3.9% 3,212 $499K
Vontobel Holding Ltd. 0.00% Add +31.6% 3,212 $499K
Waterloo Capital, L.P. 0.05% Reduce -4.9% 3,211 $499K
Smartleaf Asset Management LLC 0.05% Add +13.1% 3,159 $491K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +15.1% 3,154 $490K
Shulman DeMeo Asset Management LLC 0.13% Reduce -20.0% 3,147 $489K
Argus Investors' Counsel, Inc. 0.32% Reduce -4.4% 3,109 $483K
Snowden Capital Advisors LLC 0.02% Add +19.5% 3,103 $482K
Andra AP-fonden 0.01% Reduce -94.6% 3,100 $482K
Novak & Powell Financial Services, Inc. 0.28% No change 3,073 $477K
Quad-Cities Investment Group, LLC 0.23% Add +0.3% 3,027 $470K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 3,021 $469K
Alps Advisors Inc. 0.00% No change 3,000 $466K
Sequoia Financial Advisors, LLC 0.00% Add +24.6% 2,969 $461K
Agate Pass Investment Management, LLC 0.21% No change 2,968 $461K
Samalin Investment Counsel, LLC 0.20% Add +0.1% 2,928 $455K
Great Lakes Retirement, Inc. 0.06% Reduce -4.7% 2,925 $454K
Collective Family Office LLC 0.12% Reduce -10.9% 2,850 $443K
Stonebrook Private Inc. 0.12% Reduce -14.8% 2,847 $442K
Flagship Harbor Advisors, LLC 0.02% Add +6.5% 2,832 $440K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -18.4% 2,821 $438K
Westpac Banking Corp. 0.03% Reduce -11.4% 2,814 $437K
Quantessence Capital LLC 0.18% — 2,807 $436K
Huntington National Bank 0.00% Add +22.5% 2,783 $432K
Aptus Capital Advisors, LLC 0.01% New 2,771 $430K
Brighton Jones LLC 0.01% Add +1.0% 2,762 $429K
Essex Financial Services, Inc. 0.03% Reduce -3.3% 2,761 $429K
MTM Investment Management, LLC 0.16% No change 2,752 $427K
DRW Securities, LLC 0.03% New 2,741 $426K
Colonial Trust Co / SC 0.06% Add +9.6% 2,735 $425K
Profund Advisors LLC 0.02% Reduce -10.9% 2,728 $424K
Mufg Securities Americas Inc. 0.06% — 2,701 $420K
AXA S.A. 0.00% Add +5.5% 2,700 $419K
Checchi Capital Advisers, LLC 0.03% Reduce -0.8% 2,680 $416K
Level Four Advisory Services, LLC 0.02% Add +6.2% 2,676 $416K
Fulton Bank, N.A. 0.02% Add +0.6% 2,667 $414K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -4.6% 2,661 $413K
IFP Advisors, Inc 0.01% Reduce -33.5% 2,661 $413K
GAMMA Investing LLC 0.04% Add +78.0% 2,661 $413K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -2.1% 2,657 $413K
Phillips Wealth Planners LLC 0.41% No change 2,672 $412K
Cresset Asset Management, LLC 0.00% Reduce -82.8% 2,642 $410K
Evercore Wealth Management, LLC 0.01% Reduce -3.7% 2,628 $408K
Ostrum Asset Management 0.04% Reduce -4.0% 2,609 $405K
Bleakley Financial Group, LLC 0.01% Add +0.1% 2,585 $401K
Blue Chip Partners, LLC 0.03% Add +0.3% 2,553 $397K
Calton & Associates, Inc. 0.18% No change 2,550 $396K
Horizon Investments, LLC 0.01% Add +0.8% 2,533 $392K
Clarus Group, Inc. 0.14% No change 2,500 $388K
Alliance Wealth Advisors, LLC 0.10% Reduce -6.9% 2,491 $387K
Legacy Wealth Asset Management, LLC 0.11% Reduce -1.7% 2,490 $387K
Drive Wealth Management, LLC 0.09% Reduce -0.6% 2,482 $385K
Rehmann Capital Advisory Group 0.02% Add +8.5% 2,474 $384K
Howard Bailey Securities, LLC 0.14% Reduce -7.3% 2,474 $384K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -0.8% 2,462 $382K
Jump Financial, LLC 0.01% Reduce -28.2% 2,444 $380K
Joel Adams & Associates, Inc. 0.34% — 2,431 $378K
Wealthcare Advisory Partners LLC 0.01% New 2,431 $378K
Aster Capital Management (DIFC) Ltd 0.14% Reduce -78.8% 2,423 $376K
Darwin Wealth Management, LLC 0.13% Reduce -5.3% 2,413 $375K
Salem Investment Counselors Inc. 0.01% No change 2,413 $375K
Catalyst Funds Management Pty Ltd 0.09% Add +500.0% 2,400 $373K
Morey & Quinn Wealth Partners, LLC 0.32% — 2,392 $372K
Savant Capital, LLC 0.00% Add +18.6% 2,378 $369K
Portside Wealth Group, LLC 0.06% Reduce -6.3% 2,337 $363K
Cornerstone Wealth Group, LLC 0.03% Add +0.5% 2,334 $363K
Private Advisor Group, LLC 0.00% Reduce -9.7% 2,327 $362K
CX Institutional 0.01% Add +2.9% 2,323 $361K
Taika Capital, LP 0.27% New 2,320 $360K
Harbor Investment Advisory, LLC 0.03% No change 2,317 $360K
Lake Street Advisors Group, LLC 0.02% Reduce -3.8% 2,304 $358K
Ballentine Partners, LLC 0.01% Add +5.9% 2,284 $355K
State of Wyoming 0.05% Reduce -13.9% 2,280 $354K
Trust Asset Management LLC 0.03% No change 2,261 $351K
Parallel Advisors, LLC 0.01% Add +14.6% 2,252 $350K
Horizon Advisory Services, Inc. 0.20% New 2,237 $347K
Concourse Financial Group Securities, Inc. 0.02% Reduce -8.0% 2,016 $344K
Arbor Investment Advisors, LLC 0.05% No change 2,181 $339K
Cadent Capital Advisors, LLC 0.12% No change 2,175 $338K
Cibc World Market Inc. 0.00% Reduce -52.8% 2,172 $337K
Balyasny Asset Management L.P. 0.00% Reduce -65.1% 2,164 $336K
FWG Investments, LLC. 0.26% Reduce -4.1% 2,163 $336K
Simplicity Wealth,LLC 0.07% Add +14.6% 2,151 $334K
Stratos Wealth Advisors, LLC 0.02% Reduce -38.1% 2,141 $333K
Pitcairn Co. 0.02% Reduce -11.3% 2,128 $331K
Revolve Wealth Partners, LLC 0.05% Add +0.4% 2,111 $328K
Berry Wealth Group, LP 0.24% Add +0.3% 2,099 $326K
Principal Securities, Inc. 0.01% Add +7.3% 2,092 $325K
B.O.S.S. Retirement Advisors, LLC 0.09% New 2,088 $324K
Financial Insights, Inc. 0.12% No change 2,061 $320K
Vise Technologies, Inc. 0.03% New 2,031 $316K
Legacy Advisors, LLC 0.03% Add +3.3% 2,024 $314K
Abn Amro Investment Solutions 0.01% New 2,017 $313K
Principle Wealth Partners LLC 0.02% Reduce -10.1% 2,000 $311K
HighPoint Advisor Group LLC 0.02% Add +1.2% 1,901 $310K
Crestwood Advisors Group, LLC 0.01% Add +3.5% 1,982 $308K
Cigna Investments Inc. 0.05% No change 1,963 $305K
Kohmann Bosshard Financial Services, LLC 0.04% Reduce -33.0% 1,961 $305K
Synovus Financial Corp. 0.00% Add +1.0% 1,955 $304K
Dynasty Wealth Management, LLC 0.01% Add +8.9% 1,923 $299K
Exchange Traded Concepts, LLC 0.01% Reduce -25.7% 1,909 $297K
Novare Capital Management LLC 0.02% Reduce -9.6% 1,880 $292K
Allred Capital Management, LLC 0.11% Add +0.2% 1,874 $291K
Wedmont Private Capital 0.02% Add +6.0% 1,876 $289K
Morningstar Investment Management LLC 0.02% No change 1,859 $289K
Schechter Investment Advisors, LLC 0.02% Reduce -3.4% 1,860 $289K
Canandaigua National Bank & Trust Co. 0.03% Reduce -6.9% 1,856 $288K
Southeast Asset Advisors, LLC 0.04% No change 1,846 $287K
Dynamic Advisor Solutions LLC 0.01% Reduce -27.3% 1,828 $284K
Valeo Financial Advisors, LLC 0.01% Add +0.7% 1,817 $282K
First Bank & Trust 0.05% No change 1,807 $281K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Reduce -1.6% 1,798 $279K
CENTRAL TRUST Co 0.01% No change 1,787 $278K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.0% 1,783 $277K
Central Bank & Trust Co. 0.04% Reduce -1.5% 1,780 $276K
Stevens Capital Management LP 0.11% New 1,775 $276K
Berkshire Asset Management LLC 0.01% New 1,592 $275K
Edmp, Inc. 0.26% Reduce -20.3% 1,741 $270K
Mather Group, Llc. 0.00% Add +9.8% 1,673 $260K
Meeder Advisory Services, Inc. 0.02% Reduce -3.5% 1,656 $257K
SVB Wealth LLC 0.00% New 1,638 $254K
Catalyst Capital Advisors LLC 0.01% Reduce -50.5% 1,610 $250K
Great Lakes Advisors, LLC 0.00% New 1,607 $250K
Aspire Growth Partners LLC 0.24% — 1,602 $249K
Sagespring Wealth Partners, LLC 0.01% — 1,586 $246K
Carson Advisory Inc. 0.17% New 1,582 $246K
Longboard Asset Management, LP 0.65% — 1,576 $245K
RBA Wealth Management, LLC 0.09% New 1,567 $243K
Eldridge Investment Advisors, Inc. 0.06% New 1,563 $243K
Acadian Asset Management LLC 0.00% New 1,554 $241K
Steph & Co. 0.08% Reduce -6.3% 1,549 $241K
Winebrenner Capital Management LLC 0.18% — 1,524 $237K
Prelude Capital Management, LLC 0.02% New 1,522 $236K
Sherbrooke Park Advisers LLC 0.07% Reduce -34.5% 1,514 $235K
Deane Retirement Strategies, Inc. 0.12% No change 1,507 $234K
Brown Advisory Inc. 0.00% New 1,504 $234K
Integrated Advisors Network LLC 0.01% New 1,494 $232K
Prospera Financial Services Inc 0.01% New 1,489 $231K
Nicolet Advisory Services, LLC 0.02% New 1,478 $228K
Quantitative Investment Management, LLC 0.02% Reduce -51.0% 1,460 $226K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -31.3% 1,451 $225K
Bayforest Capital Ltd 0.28% — 1,449 $225K
Dorsey & Whitney Trust CO LLC 0.01% New 1,443 $224K
HB Wealth Management, LLC 0.00% New 1,434 $223K
Cordgrass Capital Advisors, LLC 0.06% New 1,430 $222K
Kooman & Associates 0.08% New 1,428 $222K
EP Wealth Advisors, LLC 0.00% New 1,428 $222K
Moseley Investment Management Inc. 0.09% New 1,425 $221K
Advisory Services Network, LLC 0.00% New 1,417 $220K
Quadrant Capital Group LLC 0.02% Reduce -0.1% 1,409 $219K
Hamilton Capital Partners Inc. 0.02% Reduce -15.5% 1,397 $217K
Fayez Sarofim & Co 0.00% New 1,397 $217K
Verition Fund Management LLC 0.00% Reduce -67.2% 1,389 $216K
CFM Wealth Partners LLC 0.04% New 1,387 $215K
Global Retirement Partners, LLC 0.01% Reduce -10.2% 1,385 $215K
FSM Wealth Advisors, LLC 0.05% New 1,297 $214K
Ossiam 0.00% Reduce -84.7% 1,375 $214K
Perigon Wealth Management, LLC 0.01% New 1,281 $211K
Stratos Wealth Partners, LTD. 0.00% New 1,358 $211K
PGGM Investments 0.00% No change 1,350 $210K
Market Street Wealth Management Advisors LLC 0.04% New 1,351 $210K
GTS Securities LLC 0.01% Reduce -59.5% 1,350 $210K
Evergreen Capital Management LLC 0.01% New 1,341 $208K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,340 $208K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,332 $207K
Penserra Capital Management LLC 0.00% Add +47.9% 1,337 $206K
AE Wealth Management LLC 0.00% New 1,319 $205K
SeaCrest Wealth Management, LLC 0.02% New 1,315 $204K
Simon Quick Advisors, LLC 0.01% New 1,312 $204K
Pathway Financial Advisors LLC 0.05% New 1,293 $201K
Sax Wealth Advisors, LLC 0.02% New 1,290 $200K
First Horizon Advisors, Inc. 0.01% Reduce -0.2% 1,274 $198K
Kapitalo Investimentos Ltda 0.12% New 1,174 $182K
PSI Advisors, LLC 0.05% No change 1,157 $180K
Bruce G. Allen Investments, LLC 0.14% Reduce -1.4% 1,111 $173K
Lindbrook Capital, LLC 0.02% Reduce -0.8% 1,103 $171K
Capital A Wealth Management, LLC 0.28% — 1,093 $170K
Park Place Capital Corp 0.05% Reduce -2.3% 1,062 $165K
CI Investments Inc. 0.00% Add +48.0% 1,015 $158K
Jones Financial Companies LLLP 0.00% Add +30.1% 1,011 $157K
Kentucky Trust Co 0.09% — 980 $152K
Farther Finance Advisors, LLC 0.01% Reduce -5.1% 912 $142K
Caldwell Trust Co 0.01% No change 869 $135K
Arlington Trust Co LLC 0.03% No change 830 $129K
GeoWealth Management, LLC 0.00% Add +23.0% 829 $129K
Federated Hermes, Inc. 0.00% Reduce -26.8% 760 $118K
DT Investment Partners, LLC 0.01% No change 719 $112K
Sentry Investment Management LLC 0.05% Reduce -14.1% 703 $109K
Addison Advisors LLC 0.03% Add +0.1% 692 $107K
Brooklyn Investment Group 0.03% Add +8.4% 646 $100K
Allworth Financial LP 0.00% Add +7.0% 581 $99K
Delta Asset Management LLC 0.01% No change 600 $93K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.4% 593 $92K
Parkside Financial Bank & Trust 0.01% Add +1.2% 591 $92K
American National Bank & Trust 0.01% New 575 $89K
HM Payson & Co. 0.00% No change 550 $85K
Capital Advisors, Ltd. LLC 0.01% No change 526 $82K
Foster Dykema Cabot & Partners, LLC 0.01% No change 500 $78K
Loomis Sayles & Co. L P 0.00% No change 495 $77K
MAI Capital Management 0.00% New 490 $76K
CVA Family Office, LLC 0.01% Add +7.5% 490 $76K
Private Trust Co. NA 0.01% Add +23.9% 487 $76K
Brown Brothers Harriman & Co. 0.00% Add +1995.7% 482 $75K
Manchester Capital Management LLC 0.01% Reduce -0.6% 474 $74K
Resources Management Corp. /CT/ 0.01% No change 472 $73K
Eagle Bay Advisors LLC 0.05% Reduce -33.7% 465 $72K
Cromwell Holdings LLC 0.04% No change 464 $72K
Assetmark, Inc. 0.00% Add +43.8% 453 $70K
Rothschild Investment LLC 0.00% Add +3.5% 448 $70K
Eastern Bank 0.00% New 440 $68K
Whittier Trust Co. 0.00% No change 434 $67K
Trust Co 0.01% No change 379 $59K
Laurel Wealth Advisors LLC 0.01% Reduce -2.4% 364 $57K
EverSource Wealth Advisors, LLC 0.00% Add +4.6% 362 $56K
Advisors Asset Management, Inc. 0.00% Reduce -46.4% 352 $55K
Pinnacle Financial Partners Inc 0.00% No change 442 $54K
Mizuho Bank, Ltd. 0.01% New 340 $53K
Covestor Ltd 0.03% Add +56.7% 337 $52K
Johnson Financial Group, Inc. 0.00% Reduce -52.6% 281 $47K
Operose Advisors LLC 0.02% Reduce -27.7% 300 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -9.4% 289 $45K
Clearstead Advisors, LLC 0.00% No change 286 $44K
JFS Wealth Advisors, LLC 0.00% No change 278 $43K
Future Financial Wealth Managment LLC 0.03% No change 259 $40K
Bray Capital Advisors 0.01% No change 250 $39K
Riggs Asset Managment Co. Inc. 0.01% No change 250 $39K
Quarry LP 0.01% Reduce -43.6% 237 $37K
Plato Investment Management Ltd 0.00% Add +1142.1% 236 $37K
Versant Capital Management, Inc 0.01% Add +31.0% 228 $35K
Zions Bancorporation, N.A. 0.00% No change 208 $32K
Wolff Wiese Magana LLC 0.02% No change 203 $32K
Deseret Mutual Benefit Administrators 0.01% No change 192 $30K
TD Waterhouse Canada Inc. 0.00% Reduce -26.1% 184 $29K
Arax Advisory Partners 0.00% Reduce -7.2% 180 $28K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 174 $27K
Hemington Wealth Management 0.01% Add +25.9% 175 $27K
TD Private Client Wealth LLC 0.00% Reduce -8.6% 170 $26K
WPG Advisers, LLC 0.02% — 169 $26K
Valley National Advisers Inc. 0.00% No change 172 $26K
TCTC Holdings, LLC 0.00% Add +176.7% 166 $26K
First Community Trust NA 0.02% No change 163 $25K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 150 $23K
Princeton Global Asset Management LLC 0.00% No change 145 $23K
Bell Investment Advisors, Inc 0.00% Add +6.8% 141 $22K
Birchbrook, Inc. 0.01% No change 131 $20K
Central Pacific Bank - Trust Division 0.00% New 125 $19K
LGT Financial Advisors LLC 0.04% No change 124 $19K
Smithfield Trust Co 0.00% No change 120 $19K
Quent Capital, LLC 0.00% No change 121 $19K
Farmers & Merchants Investments Inc. 0.00% No change 121 $19K
GW&K Investment Management, LLC 0.00% Add +1.8% 114 $18K
Raiffeisen Bank International AG 0.00% — 116 $18K
Rise Advisors, LLC 0.01% No change 113 $18K
Raleigh Capital Management Inc. 0.01% Reduce -8.1% 113 $18K
Prestige Wealth Management Group LLC 0.00% No change 111 $17K
MV Capital Management, Inc. 0.00% Reduce -2.6% 111 $17K
Global X Japan Co., Ltd. 0.00% Add +25.6% 108 $17K
South Dakota Investment Council 0.00% Reduce -94.1% 100 $16K
Fortitude Family Office, LLC 0.01% No change 103 $16K
Indiana Trust & Investment Management Co 0.00% No change 85 $13K
BOK Financial Private Wealth, Inc. 0.00% Add +20.0% 84 $13K
Duncker Streett & Co. Inc. 0.00% New 82 $13K
Cornerstone Planning Group LLC 0.00% Reduce -1.3% 74 $13K
Private Wealth Management Group, LLC 0.00% Add +27.9% 78 $12K
Golden State Wealth Management, LLC 0.00% — 75 $12K
Larson Financial Group LLC 0.00% Reduce -37.5% 70 $11K
Glen Eagle Advisors, LLC 0.00% No change 66 $10K
Meeder Asset Management Inc. 0.00% Reduce -13.3% 65 $10K
First Financial Corp. 0.00% No change 63 $10K
Key Financial Inc 0.00% No change 62 $10K
Anchor Investment Management, LLC 0.00% No change 61 $9K
Harbour Investments, Inc. 0.00% Add +1.7% 59 $9K
Pacific Center for Financial Services 0.00% No change 58 $9K
Creekmur Asset Management LLC 0.00% No change 56 $9K
Aspect Partners, LLC 0.00% Reduce -10.5% 51 $8K
Creative Financial Designs Inc. 0.00% No change 50 $8K
R Squared Ltd 0.01% — 50 $8K
WASHINGTON TRUST Co 0.00% Reduce -3.9% 50 $8K
Capital Analysts, LLC 0.00% Add +50.0% 48 $7K
FSA Wealth Management LLC 0.00% No change 45 $7K
Retirement Wealth Solutions LLC 0.01% — 45 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 40 $6K
Financial Management Professionals, Inc. 0.00% Add +21.9% 39 $6K
Cranbrook Wealth Management, LLC 0.00% New 38 $6K
Washington Trust Advisors, Inc. 0.00% No change 37 $6K
South Plains Financial, Inc. 0.00% — 36 $6K
Avior Wealth Management, LLC 0.00% Add +16.1% 36 $6K
SOA Wealth Advisors, LLC. 0.00% No change 34 $5K
Trust Co. of Vermont 0.00% No change 34 $5K
McIlrath & Eck, LLC 0.00% No change 33 $5K
Abound Wealth Management 0.00% Add +17.9% 33 $5K
Mb, Levis & Associates, LLC 0.00% New 33 $5K
Avion Wealth 0.00% Add +6.5% 33 $5K
WealthTrak Capital Management LLC 0.00% — 32 $5K
North Star Investment Management Corp. 0.00% New 32 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 31 $5K
Ruedi Wealth Management, Inc. 0.00% No change 30 $5K
Asset Dedication, LLC 0.00% No change 30 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 29 $5K
Kestra Investment Management, LLC 0.00% New 28 $4K
Dunhill Financial, LLC 0.00% Add +64.7% 28 $4K
Raffa Wealth Management, LLC 0.00% Reduce -10.0% 27 $4K
Cullen/Frost Bankers, Inc. 0.00% Reduce -57.1% 24 $4K
SJS Investment Consulting Inc. 0.00% Reduce -19.2% 21 $3K
Albion Financial Group 0.00% No change 19 $3K
FLP Wealth Management, LLC 0.01% — 19 $3K
Sierra Ocean, LLC 0.00% — 18 $3K
Spire Wealth Management 0.00% No change 18 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
New Millennium Group LLC 0.00% Reduce -10.5% 17 $3K
True Wealth Design, LLC 0.00% New 17 $3K
Sachetta, LLC 0.00% Reduce -61.4% 17 $3K
SBI Securities Co., Ltd. 0.00% — 17 $3K
C M Bidwell & Associates Ltd. 0.00% No change 16 $2K
Truvestments Capital LLC 0.00% No change 15 $2K
Crowley Wealth Management, Inc. 0.00% — 14 $2K
Clark Wealth Partners 0.00% — 13 $2K
Bogart Wealth, LLC 0.00% New 13 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 11 $2K
Fuller & Thaler Asset Management, Inc. 0.00% No change 11 $2K
Nvwm, LLC 0.00% No change 9 $1K
TFC Financial Management, Inc. 0.00% No change 9 $1K
Continuum Advisory, LLC 0.00% No change 9 $1K
AdvisorNet Financial, Inc 0.00% Reduce -82.3% 9 $1K
Geneos Wealth Management Inc. 0.00% No change 9 $1K
Valued Wealth Advisors LLC 0.00% No change 8 $1K
NewSquare Capital LLC 0.00% New 7 $1K
Riverview Trust Co 0.00% No change 6 $932
Highline Wealth Partners LLC 0.00% New 6 $932
West Paces Advisors Inc. 0.00% No change 6 $932
Parkworth Wealth Management, Inc. 0.00% — 5 $777
MPWM Advisory Solutions, LLC 0.00% — 5 $777
Old Second National Bank of Aurora 0.00% New 5 $777
Redwood Park Advisors LLC 0.00% — 4 $622
Transce3nd, LLC 0.00% — 4 $621
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $621
Principia Wealth Advisory, LLC 0.00% — 3 $466
Winnacle Wealth LLC 0.00% — 3 $458
Hexagon Capital Partners LLC 0.00% New 2 $311
CoreCap Advisors, LLC 0.00% No change 2 $311
West Branch Capital LLC 0.00% No change 1 $156
Summit Securities Group LLC 0.00% No change 1 $155
Cape Investment Advisory, Inc. 0.00% New 1 $155
Y.D. More Investments Ltd 0.00% Add +121.0% 232 $99
Lazard Asset Management LLC 0.00% Add +400.0% 5 $0
Wood Tarver Financial Group, LLC 0.00% — 3 $0

"% of holder's portfolio" is RJF's weight in each manager's 13F, not the share of Raymond James Financial Inc. the manager owns.