Raymond James FinancialRJF

13F holders, Q1 2025 (March 31)
857holders +19
103new positions
86sold out
9famous investors
$138.83avg. 13F price*

At the end of Q1 2025, 857 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 19 from Q4 2024. 103 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.1B) and Wellington Management Group LLP ($1.4B). 9 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions103$114.6M
Exits86$209.0M

All 13F filers, Q4 2024 → Q1 2025: 12,740,416 shares bought and 9,838,626 shares sold, net +2,901,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 857 holders

Vanguard Group Inc. 0.06% Add +1.6% 22,244,204 $3.1B
BlackRock, Inc. 0.04% Add +4.0% 14,919,941 $2.1B
Wellington Management Group LLP 0.27% Reduce -3.8% 9,935,440 $1.4B
Primecap Management Co. 1.12% Reduce -15.3% 9,718,689 $1.4B
State Street Corp. 0.05% Add +1.9% 8,337,561 $1.2B
FMR LLC 0.05% Reduce -10.2% 5,857,993 $813.7M
Geode Capital Management, LLC 0.05% Add +6.8% 4,689,877 $649.4M
T. Rowe Price Investment Management, Inc. 0.38% Add +0.7% 4,136,413 $574.6M
JPMorgan Chase & Co. 0.04% Reduce -10.3% 3,965,618 $550.9M
Invesco Ltd. 0.08% Add +19.1% 2,901,435 $403.0M
Bank of America Corp. 0.03% Add +9.1% 2,663,960 $370.1M
Earnest Partners LLC 1.66% Reduce -1.5% 2,496,641 $346.8M
Morgan Stanley 0.02% Reduce -15.9% 2,376,607 $330.1M
Massachusetts Financial Services Co. 0.11% Add +8.3% 2,335,254 $324.4M
Northern Trust Corp. 0.05% Add +6.7% 2,247,922 $312.3M
Norges Bank 0.04% Add +17.9% 2,236,285 $310.6M
Dimensional Fund Advisors LP 0.07% Add +1.2% 2,091,820 $290.6M
Victory Capital Management Inc. 0.27% Add +1502.0% 1,883,139 $261.6M
First Trust Advisors LP 0.22% Add +1154.0% 1,776,254 $246.7M
Goldman Sachs Group Inc. 0.04% Add +44.4% 1,708,333 $237.3M
Agf Management Ltd. 1.20% Reduce -31.9% 1,621,549 $225.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -0.4% 1,513,054 $210.2M
Legal & General Group Plc 0.05% Add +9.0% 1,373,588 $190.8M
Bank of New York Mellon Corp 0.03% Reduce -1.0% 1,236,504 $171.8M
Charles Schwab Investment Management Inc. 0.03% Add +3.0% 1,110,906 $154.3M
Mercer Global Advisors Inc. 0.33% Reduce -11.3% 1,049,456 $145.8M
Harfst & Associates, Inc. 33.42% Reduce -7.6% 1,040,956 $144.6M
Qube Research & Technologies Ltd 0.20% Add +1213.3% 935,029 $129.9M
HSBC Holdings PLC 0.09% Add +58.1% 920,707 $127.7M
Sei Investments Co. 0.16% Add +0.4% 913,939 $127.0M
UBS Group AG 0.03% Add +44.9% 877,234 $121.9M
Congress Asset Management Co. 0.89% Reduce -7.1% 853,002 $118.5M
Nuveen, LLC 0.03% — 801,728 $111.4M
Raymond James Financial Inc. 0.04% Add +10.7% 753,246 $104.6M
Barclays PLC 0.05% Add +32.6% 740,513 $102.9M
Amundi 0.04% Reduce -3.4% 749,414 $97.6M
Ameriprise Financial Inc. 0.03% Add +165.9% 686,647 $95.4M
Deutsche Bank AG 0.04% Add +3.6% 658,233 $91.4M
Franklin Resources Inc. 0.03% Add +8.0% 617,581 $85.8M
Principal Financial Group Inc. 0.05% Reduce -1.2% 616,521 $85.6M
Envestnet Asset Management Inc. 0.03% Reduce -42.4% 613,792 $85.3M
BNP Paribas Financial Markets 0.06% Add +17.1% 578,705 $80.4M
PNC Financial Services Group, Inc. 0.04% Add +1.5% 575,923 $80.0M
Premier Fund Managers Ltd 2.73% Add +0.0% 526,213 $73.1M
Fisher Asset Management 0.03% Add +0.2% 499,933 $69.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.8% 468,343 $65.1M
TD Asset Management Inc 0.05% Add +1.5% 413,233 $57.4M
Silvercrest Asset Management Group LLC 0.41% Reduce -0.7% 409,397 $56.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.63% Add +6.9% 399,737 $55.5M
Wells Fargo & Company 0.01% Reduce -7.7% 387,591 $53.8M
AQR Capital Management 0.05% Add +27.5% 390,214 $53.2M
Palisade Capital Management, LP 1.74% Add +0.7% 382,889 $53.2M
Rhumbline Advisers 0.05% Add +11.6% 370,810 $51.5M
T. Rowe Price Associates Inc. 0.01% Reduce -23.6% 367,589 $51.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +16.8% 340,152 $47.3M
New York State Common Retirement Fund 0.07% Reduce -1.5% 324,862 $45.1M
California Public Employees Retirement System 0.03% Add +1.4% 318,516 $44.2M
Baird Financial Group, Inc. 0.08% Reduce -16.4% 309,232 $43.0M
Ceredex Value Advisors LLC 0.92% Reduce -28.6% 304,090 $42.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +329.5% 298,821 $41.5M
Iat Reinsurance Co. LTD. 9.66% No change 298,125 $41.4M
Voloridge Investment Management, LLC 0.15% Reduce -15.0% 295,812 $41.1M
Sterling Capital Management LLC 0.64% Reduce -68.0% 294,661 $40.9M
Deroy & Devereaux Private Investment Counsel Inc. 2.34% Add +0.7% 288,322 $40.1M
Man Group plc 0.12% Add +524.4% 279,080 $38.8M
California State Teachers Retirement System 0.05% Reduce -0.5% 275,066 $38.2M
Prudential Financial Inc. 0.05% Reduce -20.9% 274,858 $38.2M
National Pension Service 0.04% Add +0.2% 274,143 $38.1M
Robeco Institutional Asset Management B.V. 0.07% Add +109.8% 270,991 $37.6M
Davis Asset Management, L.P. 1.56% No change 270,000 $37.5M
Panagora Asset Management Inc. 0.18% Add +108.9% 263,792 $36.6M
Los Angeles Capital Management LLC 0.16% Reduce -12.8% 253,242 $35.2M
Natixis Advisors, LLC 0.06% Reduce -0.2% 252,220 $35.0M
Canada Pension Plan Investment Board 0.03% Add +105.4% 246,344 $34.2M
American Century Companies Inc. 0.02% Add +38.3% 246,065 $34.2M
Clearbridge Investments, LLC 0.03% Add +1.8% 242,817 $33.7M
Citigroup Inc. 0.03% Add +67.2% 241,263 $33.5M
Macquarie Group Ltd. 0.04% Add +0.7% 234,267 $32.5M
Royal Bank of Canada 0.01% Reduce -37.0% 230,694 $32.0M
Alliancebernstein L.P. 0.01% Reduce -8.0% 227,837 $31.6M
Caisse de depot et placement du Quebec 0.06% Add +187.8% 211,724 $29.4M
Vest Financial, LLC 0.45% New 209,571 $29.1M
Schroder Investment Management Group 0.03% Reduce -20.0% 205,361 $28.5M
Aviva PLC 0.07% Add +16.9% 204,638 $28.4M
New York State Teachers Retirement System 0.06% Reduce -3.0% 201,300 $28.0M
Bank of Montreal 0.01% Reduce -21.5% 199,609 $27.7M
FIL Ltd 0.03% Reduce -0.3% 198,782 $27.6M
Renaissance Technologies 0.04% Reduce -26.6% 192,437 $26.7M
Korea Investment CORP 0.06% Add +26.7% 189,502 $26.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +189.6% 189,186 $26.3M
KBC Group NV 0.08% Reduce -48.3% 183,445 $25.5M
State Board of Administration of Florida Retirement System 0.05% No change 181,742 $25.2M
APG Asset Management N.V. 0.08% Reduce -7.4% 194,729 $25.0M
Pinnacle Associates Ltd. 0.37% Reduce -3.3% 179,492 $24.9M
Nicholas Company, Inc. 0.39% Reduce -4.1% 161,615 $22.4M
Russell Investments Group, Ltd. 0.03% Add +2.8% 153,556 $21.3M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.2% 152,619 $21.2M
Pictet Asset Management Holding SA 0.02% Add +16.6% 152,741 $21.2M
Avity Investment Management Inc. 1.66% Reduce -1.0% 147,876 $20.5M
Allianz Asset Management GmbH 0.03% Add +231.0% 146,782 $20.4M
Truist Financial Corp. 0.03% Reduce -66.0% 144,968 $20.1M
National Bank of Canada 0.02% Add +60.6% 141,350 $19.6M
Royal London Asset Management Ltd. 0.05% Add +8.6% 139,090 $19.3M
State of Wisconsin Investment Board 0.05% Add +23.4% 135,734 $18.9M
Danske Bank A/S 0.06% Add +17.9% 132,879 $18.5M
PhiloSmith Capital Corp 5.07% No change 132,750 $18.4M
Illinois Municipal Retirement Fund 0.26% Add +36.5% 128,279 $17.8M
Brandywine Global Investment Management, LLC 0.13% Add +14.4% 123,843 $17.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +9.4% 122,367 $17.0M
Bridgewater Associates 0.08% New 118,153 $16.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.1% 115,814 $16.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +2.0% 112,599 $15.6M
Aberdeen Group plc 0.03% Add +116.9% 109,070 $14.9M
Teacher Retirement System of Texas 0.06% Reduce -48.4% 106,641 $14.8M
Public Employees Retirement System of Ohio 0.05% Add +24.1% 103,641 $14.4M
Allspring Global Investments Holdings, LLC 0.02% Add +11.8% 103,792 $14.3M
Basswood Capital Management, L.L.C. 0.80% No change 102,367 $14.2M
CW Advisors, LLC 0.17% Reduce -14.2% 99,673 $13.8M
Treasurer of the State of North Carolina 0.05% Add +22.1% 99,438 $13.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% — 99,100 $13.8M
LPL Financial LLC 0.01% Add +0.0% 97,699 $13.6M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.8% 96,778 $13.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -39.0% 95,350 $13.2M
Geneva Capital Management LLC 0.25% Reduce -2.4% 94,501 $13.1M
Capital Wealth Planning, LLC 0.11% No change 94,260 $13.1M
Susquehanna Fundamental Investments, LLC 0.22% Reduce -17.8% 92,999 $12.9M
Nisa Investment Advisors, LLC 0.06% Add +0.4% 92,759 $12.9M
Ensign Peak Advisors, Inc 0.02% Add +19.6% 89,869 $12.5M
Bragg Financial Advisors, Inc 0.49% Add +1.9% 85,029 $11.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.2% 83,521 $11.6M
Asset Management One Co., Ltd. 0.04% Add +10.3% 82,808 $11.5M
Hantz Financial Services, Inc. 0.20% Reduce -3.7% 82,573 $11.5M
US Bancorp \de 0.01% Reduce -2.9% 78,576 $10.9M
Toronto Dominion Bank 0.03% Add +10.4% 75,826 $10.5M
Lighthouse Investment Partners, LLC 0.47% Reduce -12.0% 73,219 $10.2M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -7.2% 72,100 $10.0M
Two Sigma Advisers, LP 0.02% Reduce -64.7% 70,900 $9.8M
Credit Agricole S A 0.04% Add +1.8% 68,907 $9.6M
KLP Kapitalforvaltning As 0.05% Add +1.6% 68,778 $9.6M
Nemes Rush Group LLC 1.20% Add +1.0% 68,164 $9.5M
Swiss Life Asset Management Ltd 0.07% Add +18.9% 66,695 $9.3M
Handelsbanken Fonder AB 0.04% Reduce -5.2% 66,134 $9.2M
Stifel Financial Corp. 0.01% Reduce -33.9% 65,482 $9.1M
State of Tennessee, Department of Treasury 0.03% Reduce -4.1% 64,694 $9.0M
Am Investment Strategies LLC 2.16% No change 64,063 $8.9M
Jane Street Group, LLC 0.02% Reduce -44.6% 63,945 $8.9M
CWA Asset Management Group, LLC 0.43% Reduce -7.8% 63,904 $8.9M
State of New Jersey Common Pension Fund D 0.04% Reduce -10.7% 63,620 $8.8M
Wilmington Savings Fund Society, FSB 0.16% Reduce -2.9% 63,013 $8.8M
Resona Asset Management Co.,Ltd. 0.05% Add +5.0% 62,720 $8.7M
Jump Financial, LLC 0.13% Add +2456.0% 62,468 $8.7M
Aware Super Pty Ltd as trustee of Aware Super 0.15% No change 62,392 $8.7M
Burney Co./ 0.31% Reduce -1.6% 62,214 $8.6M
Nomura Asset Management Co. Ltd. 0.03% Add +5.0% 61,071 $8.5M
Peterson Wealth Services 2.65% Reduce -7.8% 60,598 $8.4M
Rafferty Asset Management, LLC 0.04% Reduce -6.3% 60,460 $8.4M
Forsta Ap-Fonden 0.06% Add +56.0% 59,900 $8.3M
Private Capital Management, LLC 0.91% Reduce -0.6% 58,494 $8.1M
Fiera Capital Corp 0.03% Add +17.0% 58,125 $8.1M
Two Sigma Investments, LP 0.02% Add +70.0% 57,135 $7.9M
Magnetar Financial LLC 0.11% New 56,969 $7.9M
D. E. Shaw & Co. 0.01% Reduce -74.9% 56,639 $7.9M
Voya Investment Management LLC 0.01% Add +5.1% 56,481 $7.8M
Palmer Knight Co 3.81% Reduce -1.6% 56,405 $7.8M
Arizona State Retirement System 0.05% Reduce -1.0% 56,264 $7.8M
ProShare Advisors LLC 0.02% Add +6.8% 54,681 $7.6M
Storebrand Asset Management As 0.02% No change 54,609 $7.6M
Commonwealth Equity Services, LLC 0.01% Add +0.2% 53,944 $7.5M
Quantinno Capital Management LP 0.05% Add +55.1% 53,914 $7.5M
Greenfield Seitz Capital Management, LLC 2.68% Reduce -0.0% 50,517 $7.0M
State of Michigan Retirement System 0.04% Add +0.8% 50,044 $7.0M
Public Sector Pension Investment Board 0.03% Add +3.8% 49,295 $6.8M
Campbell & CO Investment Adviser LLC 0.52% Add +28.5% 48,543 $6.7M
MetLife Investment Management, LLC 0.04% Reduce -0.5% 48,223 $6.7M
Citizens Financial Group Inc. 0.13% Reduce -0.3% 48,172 $6.7M
Federation des caisses Desjardins du Quebec 0.03% Add +16.9% 47,614 $6.6M
Pathstone Holdings, LLC 0.03% Add +32.8% 47,523 $6.6M
Stephens Consulting, LLC 1.66% Add +16.9% 47,482 $6.6M
Marshall Wace, LLP 0.01% Reduce -33.5% 47,392 $6.6M
AXA S.A. 0.02% Add +1565.6% 44,972 $6.2M
New England Professional Planning Group Inc. 3.09% Add +0.3% 44,744 $6.2M
Corebridge Financial, Inc. 0.04% Reduce -2.5% 44,105 $6.1M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +423.3% 44,016 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.2% 44,003 $6.1M
Bokf, NA 0.11% Reduce -6.0% 43,434 $6.0M
Ancora Advisors LLC 0.13% Add +11.0% 43,423 $6.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -9.1% 43,196 $6.0M
FORA Capital, LLC 0.60% Add +216.7% 42,699 $5.9M
Czech National Bank 0.05% Add +6.8% 42,358 $5.9M
Waverly Advisors, LLC 0.07% Add +169.8% 42,318 $5.9M
Cahaba Wealth Management, Inc. 0.49% No change 42,254 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +8.4% 42,174 $5.9M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +8.2% 41,577 $5.8M
Creative Planning 0.01% Add +14.8% 40,766 $5.7M
Westfield Capital Management Co. LP 0.03% No change 40,095 $5.6M
LMG Wealth Partners, LLC 1.24% Add +0.8% 40,091 $5.6M
Millennium Management 0.01% Reduce -65.4% 40,067 $5.6M
Aquatic Capital Management LLC 0.14% Add +28.2% 39,636 $5.5M
Retirement Systems of Alabama 0.02% Add +0.0% 39,630 $5.5M
Lord, Abbett & Co. LLC 0.02% Add +31.7% 39,440 $5.5M
Captrust Financial Advisors 0.01% Reduce -3.7% 38,544 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -7.0% 38,478 $5.3M
OneDigital Investment Advisors LLC 0.06% Reduce -6.2% 37,802 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.7% 37,209 $5.2M
IFM Investors Pty Ltd 0.06% Reduce -2.0% 37,159 $5.2M
Amalgamated Bank 0.04% Add +4.3% 36,858 $5.1M
Moran Wealth Management, LLC 0.17% Add +12.3% 36,814 $5.1M
Squarepoint Ops LLC 0.01% Add +228.1% 36,733 $5.1M
SG Americas Securities, LLC 0.02% Add +154.8% 36,356 $5.0M
Buckhead Capital Management LLC 1.61% Add +0.9% 36,150 $5.0M
DNB Asset Management AS 0.02% Add +1.0% 35,827 $5.0M
Oppenheimer Asset Management Inc. 0.06% Reduce -1.7% 34,518 $4.8M
Janney Montgomery Scott LLC 0.01% Reduce -2.3% 34,280 $4.8M
Hilltop Holdings Inc. 0.30% Reduce -2.1% 34,048 $4.7M
Utah Retirement Systems 0.05% Add +10.2% 33,537 $4.7M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.8% 33,618 $4.6M
Fifth Third Bancorp 0.02% Reduce -8.4% 32,799 $4.6M
Cardinal Capital Management 0.69% Add +0.8% 32,219 $4.5M
USS Investment Management Ltd 0.03% Reduce -23.9% 32,115 $4.5M
Citadel Advisors 0.00% Reduce -60.4% 32,060 $4.5M
XTX Topco Ltd 0.22% Add +714.9% 30,940 $4.3M
Quantbot Technologies LP 0.14% New 30,773 $4.3M
Hennion & Walsh Asset Management, Inc. 0.19% Add +3.7% 30,592 $4.2M
Logan Capital Management Inc. 0.19% Reduce -7.3% 30,533 $4.2M
World Investment Advisors 0.11% Add +1.7% 29,697 $4.1M
Police & Firemen's Retirement System of New Jersey 0.04% Add +10.0% 29,639 $4.1M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -0.2% 29,229 $4.1M
CIBC Asset Management Inc 0.01% Reduce -0.1% 29,190 $4.1M
Prudential PLC 0.02% Reduce -4.0% 29,104 $4.0M
Comerica Bank 0.02% Reduce -3.0% 28,835 $4.0M
Mutual of America Capital Management LLC 0.05% Reduce -3.6% 28,711 $4.0M
Cetera Investment Advisers 0.01% Add +19.9% 28,699 $4.0M
Stuart Investment Advisors, Inc. 2.23% No change 28,475 $4.0M
Daiwa Securities Group Inc. 0.02% Add +13.6% 28,439 $4.0M
NewEdge Advisors, LLC 0.02% Add +27.7% 28,355 $3.9M
Mackenzie Financial Corp. 0.01% Add +2.1% 28,177 $3.9M
Cwm, LLC 0.02% Add +1.2% 27,596 $3.8M
New York Life Investment Management LLC 0.04% Add +0.0% 27,341 $3.8M
Leuthold Group, LLC 0.49% Reduce -5.2% 27,008 $3.8M
Cullen Investment Group, LTD. 0.57% Reduce -3.8% 26,950 $3.7M
Siemens Fonds Invest GmbH 0.26% Reduce -0.3% 26,806 $3.7M
Xponance LLC 0.04% Add +3.2% 26,778 $3.7M
NBW Capital LLC 0.82% Reduce -23.4% 26,574 $3.7M
Dana Investment Advisors, Inc. 0.13% Reduce -1.1% 26,309 $3.7M
Neuberger Berman Group LLC 0.00% Add +17.8% 26,225 $3.6M
Focus Partners Wealth 0.01% Add +3.7% 26,144 $3.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -19.2% 26,139 $3.6M
Atria Investments, Inc 0.05% Reduce -4.8% 25,369 $3.5M
Systematic Financial Management LP 0.10% Reduce -8.2% 25,291 $3.5M
Corient Private Wealth LP 0.01% Add +18.7% 25,269 $3.5M
Railway Pension Investments Ltd 0.05% New 25,100 $3.5M
Mariner, LLC 0.01% Add +2.5% 25,010 $3.5M
Assenagon Asset Management S.A. 0.01% Add +13.8% 24,979 $3.5M
Interval Partners, LP 0.12% New 24,407 $3.4M
Janus Henderson Group PLC 0.00% Add +3.5% 24,367 $3.4M
MML Investors Services, LLC 0.01% Add +5.7% 24,198 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 23,811 $3.3M
GMO 0.01% Add +281.0% 23,562 $3.3M
Crossmark Global Holdings, Inc. 0.06% Add +26.6% 23,454 $3.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.2% 22,860 $3.2M
Cibc World Markets Corp. 0.03% Reduce -23.0% 22,705 $3.2M
Sovereign's Capital Management, LLC 1.87% Add +5.9% 22,690 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -61.4% 22,505 $3.1M
Townsquare Capital LLC 0.03% Reduce -3.8% 22,303 $3.1M
Regions Financial Corp. 0.02% Reduce -3.1% 22,270 $3.1M
Yousif Capital Management, LLC 0.04% Reduce -1.2% 21,946 $3.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.8% 21,634 $3.0M
State of Alaska, Department of Revenue 0.03% Add +3.5% 21,606 $3.0M
Schneider Downs Wealth Management Advisors, LP 0.54% No change 21,546 $3.0M
Kaydan Wealth Management, Inc. 0.95% No change 21,375 $3.0M
Dean Investment Associates, LLC 0.43% Reduce -21.8% 20,838 $2.9M
Sanctuary Advisors, LLC 0.02% Add +2.0% 20,770 $2.9M
Verition Fund Management LLC 0.02% Add +1377.2% 20,518 $2.9M
Graphene Investments SAS 2.08% No change 20,500 $2.8M
OP Asset Management Ltd 0.05% — 20,235 $2.8M
Public Employees Retirement Association of Colorado 0.01% No change 20,190 $2.8M
OMERS ADMINISTRATION Corp 0.02% Add +13.6% 19,874 $2.8M
Ethic Inc. 0.06% Add +13.2% 19,907 $2.7M
Cerity Partners LLC 0.01% Add +2.2% 19,728 $2.7M
UniSuper Management Pty Ltd 0.02% Add +6.7% 19,701 $2.7M
Gotham Asset Management 0.02% Add +3.1% 19,687 $2.7M
Millstone Evans Group, LLC 1.85% Reduce -1.0% 19,663 $2.7M
Bank of Nova Scotia 0.01% Reduce -21.1% 19,608 $2.7M
Center for Financial Planning, Inc. 0.35% Reduce -11.7% 19,531 $2.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -10.3% 19,182 $2.7M
Orion Portfolio Solutions, LLC 0.03% Reduce -10.3% 19,182 $2.7M
Aster Capital Management (DIFC) Ltd 0.49% Add +600.3% 16,968 $2.6M
Heartland Advisors Inc. 0.15% Reduce -49.1% 18,827 $2.6M
Jefferies Financial Group Inc. 0.05% Reduce -69.1% 18,617 $2.6M
O'shaughnessy Asset Management, LLC 0.02% Add +7.5% 18,424 $2.6M
Mgo One Seven LLC 0.10% Add +6.2% 18,225 $2.5M
Zacks Investment Management 0.02% New 18,082 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.8% 18,052 $2.5M
Avantax Advisory Services, Inc. 0.01% Add +7.1% 17,628 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -76.3% 17,580 $2.4M
Wellspring Financial Advisors, LLC 0.27% Reduce -23.6% 17,353 $2.4M
Candriam S.C.A. 0.02% Reduce -17.3% 17,202 $2.4M
Spectrum Wealth Counsel, LLC 0.29% New 17,181 $2.4M
Intech Investment Management LLC 0.02% Reduce -16.1% 17,160 $2.4M
Rakuten Investment Management, Inc. 0.01% — 17,135 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -26.8% 17,109 $2.4M
HighTower Advisors, LLC 0.00% Reduce -4.5% 17,035 $2.4M
Voleon Capital Management LP 0.18% New 16,788 $2.3M
Edgestream Partners, L.P. 0.08% New 16,404 $2.3M
Landscape Capital Management, L.L.C. 0.20% Add +23.5% 16,358 $2.3M
Aft, Forsyth & Sober, LLC 0.77% Add +1.3% 15,950 $2.2M
Oregon Public Employees Retirement Fund 0.04% Add +0.7% 15,810 $2.2M
Tredje AP-fonden 0.02% No change 15,671 $2.2M
Woodline Partners LP 0.01% Add +41.8% 15,580 $2.2M
Nordea Investment Management AB 0.00% Reduce -5.8% 15,701 $2.1M
Mediolanum International Funds Ltd 0.03% Add +14.4% 14,884 $2.1M
White Pine Capital LLC 0.71% Reduce -0.8% 14,815 $2.1M
Mizuho Securities USA LLC 0.04% Reduce -14.8% 14,766 $2.1M
J. Safra Sarasin Holding AG 0.04% New 14,656 $2.0M
High Net Worth Advisory Group LLC 0.57% Reduce -0.7% 14,498 $2.0M
Banque Cantonale Vaudoise 0.09% — 14,328 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +2.8% 14,101 $2.0M
Kentucky Retirement Systems 0.06% Add +8.6% 13,835 $1.9M
Elo Mutual Pension Insurance Co 0.04% Reduce -33.8% 13,817 $1.9M
Davis Investment Partners, LLC 0.85% No change 14,197 $1.9M
Heritage Wealth Advisors 0.09% No change 13,416 $1.9M
Empire Life Investments Inc. 0.12% Reduce -11.9% 13,353 $1.9M
William B. Walkup & Associates, Inc. 1.13% Reduce -0.5% 13,335 $1.9M
Apollon Wealth Management, LLC 0.04% Add +2.1% 13,325 $1.9M
STRS Ohio 0.01% Reduce -18.3% 13,256 $1.8M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.6% 13,228 $1.8M
Cullen Capital Management, LLC 0.02% Add +8.9% 13,117 $1.8M
NEOS Investment Management LLC 0.03% Add +23.6% 13,106 $1.8M
Alpine Woods Capital Investors, LLC 0.45% No change 12,900 $1.8M
Stablepoint Partners, LLC 0.32% Reduce -13.3% 12,706 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -14.2% 14,112 $1.8M
QRG Capital Management, Inc. 0.02% Add +0.8% 12,616 $1.8M
M&T Bank Corp 0.01% Reduce -7.6% 12,601 $1.8M
LBP Am SA 0.03% Reduce -4.2% 12,456 $1.7M
NorthCoast Asset Management LLC 0.01% Add +116.8% 12,299 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% No change 12,296 $1.7M
AlphaQuest LLC 0.18% New 12,204 $1.7M
Klingman & Associates, LLC 0.10% Add +16.3% 12,203 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -12.4% 12,081 $1.7M
HUB Investment Partners, LLC 0.07% Reduce -15.9% 11,936 $1.7M
Sabal Trust CO 0.09% No change 11,821 $1.6M
Barnes Pettey Financial Advisors, LLC 1.26% Reduce -52.2% 11,694 $1.6M
Swedbank AB 0.00% No change 11,576 $1.6M
&partners 0.02% Add +0.3% 11,525 $1.6M
Fox Run Management, L.L.C. 0.25% New 11,450 $1.6M
Sciencast Management LP 0.37% New 11,437 $1.6M
Northwest & Ethical Investments L.P. 0.04% Add +42.0% 11,413 $1.6M
Gsa Capital Partners LLP 0.14% New 11,390 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -22.6% 11,325 $1.6M
Dean Capital Management 0.68% Reduce -23.0% 11,303 $1.6M
Hartford Investment Management Co. 0.05% Reduce -1.7% 11,192 $1.6M
Allen Investment Management, LLC 0.02% No change 11,150 $1.5M
Gulf International Bank (UK) Ltd 0.05% Reduce -29.3% 11,131 $1.5M
Metis Global Partners, LLC 0.04% Add +10.8% 11,121 $1.5M
Keybank National Association 0.01% Reduce -1.2% 11,114 $1.5M
SPC Financial, Inc. 0.13% Reduce -4.4% 10,950 $1.5M
Ashton Thomas Private Wealth, LLC 0.06% Add +178.5% 10,949 $1.5M
Oarsman Capital, Inc. 0.27% Add +2.0% 10,866 $1.5M
Bank of New Hampshire 0.39% Add +9.0% 10,835 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +2.2% 10,480 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -1.7% 10,399 $1.4M
Montag & Caldwell, LLC 0.33% No change 10,246 $1.4M
Tidal Investments LLC 0.01% Add +99.1% 10,223 $1.4M
Meridian Wealth Advisors, LLC 0.24% Reduce -2.5% 10,154 $1.4M
Wedmont Private Capital 0.07% Add +450.0% 10,318 $1.4M
Kestra Advisory Services, LLC 0.01% Add +128.4% 10,038 $1.4M
Y-Intercept (Hong Kong) Ltd 0.09% Add +67.5% 9,993 $1.4M
Vinva Investment Management Ltd 0.05% Add +2.1% 9,939 $1.4M
Louisiana State Employees Retirement System 0.03% Add +1.0% 9,900 $1.4M
Norinchukin Bank, The 0.03% Add +15.7% 9,818 $1.4M
Glenmede Trust Co. NA 0.01% Add +22.0% 9,750 $1.4M
Atlas Wealth LLC 0.74% Reduce -7.3% 9,740 $1.4M
Tower Bridge Advisors 0.15% Reduce -12.2% 9,704 $1.3M
Dynamic Technology Lab Private Ltd 0.20% New 9,700 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -1.0% 9,669 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -1.9% 9,615 $1.3M
RFG - Bristol Wealth Advisors, LLC 0.44% Reduce -2.9% 9,517 $1.3M
Maryland State Retirement & Pension System 0.03% Reduce -3.4% 9,487 $1.3M
JT Stratford LLC 0.23% New 9,387 $1.3M
Commerce Bank 0.01% Reduce -6.6% 9,329 $1.3M
Peak Planning Group, LLC 0.54% Add +0.0% 9,289 $1.3M
Natixis 0.01% Reduce -36.9% 9,346 $1.3M
Bill Few Associates, Inc. 0.45% Reduce -5.2% 9,095 $1.3M
Curi Capital, LLC 0.03% Add +85.5% 9,035 $1.3M
Hancock Whitney Corp. 0.04% New 8,793 $1.2M
Elevation Point Wealth Partners, LLC 0.10% Reduce -53.4% 8,709 $1.2M
Intact Investment Management Inc. 0.04% Add +6.1% 8,700 $1.2M
Gladstone Institutional Advisory LLC 0.06% Reduce -10.1% 8,652 $1.2M
Chiron Capital Management, LLC 1.09% No change 8,650 $1.2M
iA Global Asset Management Inc. 0.02% Add +5.9% 8,610 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -3.4% 8,575 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -1.3% 8,549 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% — 8,001 $1.2M
WealthTrust Asset Management, LLC 0.87% New 8,452 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 8,450 $1.2M
Signaturefd, LLC 0.02% Reduce -0.5% 8,419 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +323.0% 8,383 $1.2M
Cibc World Market Inc. 0.00% Add +285.9% 8,382 $1.2M
Virtus Investment Advisers, LLC 0.32% New 8,285 $1.2M
ING Groep NV 0.01% Add +0.0% 8,272 $1.1M
Vestcor Inc 0.04% Add +142.3% 8,229 $1.1M
Trust Co. of Toledo NA 0.15% No change 8,165 $1.1M
Cavalier Investments, LLC 0.38% Reduce -0.2% 8,137 $1.1M
CPC Advisors, LLC 0.15% Add +0.2% 8,081 $1.1M
Cinctive Capital Management LP 0.09% New 8,052 $1.1M
Moody National Bank Trust Division 0.11% Add +0.2% 7,865 $1.1M
Formidable Asset Management, LLC 0.18% Reduce -1.2% 7,803 $1.1M
Cumberland Partners Ltd 0.08% Reduce -11.5% 7,700 $1.1M
Quantitative Investment Management, LLC 0.10% Add +427.1% 7,696 $1.1M
Caprock Group, LLC 0.03% Add +23.4% 7,659 $1.1M
Concurrent Investment Advisors, LLC 0.03% Reduce -4.6% 7,605 $1.1M
Machina Capital S.A.S. 0.31% New 7,568 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -0.0% 7,561 $1.1M
Oxford Financial Group, LTD. LLC 0.07% Add +10.0% 7,558 $1.0M
One Plus One Wealth Management, LLC 0.57% Reduce -3.8% 7,558 $1.0M
Achmea Investment Management B.V. 0.01% Reduce -53.1% 7,301 $1.0M
West Michigan Advisors, LLC 0.34% Reduce -11.5% 7,290 $1.0M
Investment Management Corp of Ontario 0.02% New 7,224 $1.0M
Twin Capital Management Inc. 0.11% New 7,004 $973K
Qtron Investments LLC 0.14% No change 6,940 $964K
Wealthspire Advisors, LLC 0.01% Reduce -0.6% 6,769 $940K
Muirfield Wealth Advisors LLC 0.79% Add +0.3% 6,721 $934K
Simplex Trading, LLC 0.03% New 6,706 $931K
Ieq Capital, LLC 0.01% Reduce -17.2% 6,670 $926K
Uniting Wealth Partners, LLC 0.46% No change 6,606 $918K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.4% 6,574 $913K
GHP Investment Advisors, Inc. 0.04% New 6,532 $907K
Yorktown Management & Research Co Inc 0.97% No change 6,450 $896K
UMB Bank, n.a. 0.01% Reduce -85.8% 6,441 $895K
Empirical Finance, LLC 0.05% Add +2.8% 6,390 $888K
Stephens Inc. 0.01% Reduce -0.1% 6,341 $881K
NorthCrest Asset Manangement, LLC 0.03% Add +2.5% 6,330 $879K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -10.8% 6,311 $877K
Staley Capital Advisers Inc. 0.04% No change 6,250 $868K
Tower Research Capital LLC (TRC) 0.03% Reduce -46.2% 6,207 $846K
Intrust Bank NA 0.08% Add +7.1% 6,033 $838K
Kentucky Retirement Systems Insurance Trust Fund 0.06% New 5,893 $819K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.0% 5,865 $815K
Bradley Foster & Sargent Inc. 0.01% Reduce -11.4% 5,858 $814K
Farringdon Capital, Ltd. 0.41% New 5,849 $812K
Nomura Holdings Inc. 0.00% Reduce -3.2% 5,830 $810K
Board of the Pension Protection Fund 0.92% New 5,800 $806K
MGB Wealth Management, LLC 0.29% No change 5,703 $792K
Norden Group LLC 0.09% Reduce -8.2% 5,702 $792K
Systematic Alpha Investments, LLC 0.03% No change 5,700 $792K
D.A. Davidson & Co. 0.01% Add +3.6% 5,603 $778K
Signature Wealth Management Group 0.30% Add +2.2% 5,565 $773K
Belpointe Asset Management LLC 0.04% Add +18.3% 5,524 $767K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Add +14.6% 5,500 $764K
Bridgewater Advisors Inc. 0.07% New 5,508 $761K
Gateway Investment Advisers LLC 0.01% Add +0.8% 5,437 $755K
Vident Advisory, LLC 0.01% Add +41.9% 5,431 $755K
Scientech Research LLC 0.20% New 5,430 $754K
Boothbay Fund Management, LLC 0.03% New 5,413 $752K
Intellus Advisors LLC 0.13% Reduce -3.6% 5,381 $747K
Engineers Gate Manager LP 0.01% New 5,335 $741K
HBK Sorce Advisory LLC 0.02% Reduce -0.4% 5,309 $738K
Centiva Capital, LP 0.04% New 5,186 $720K
Covenant Partners, LLC 0.23% No change 5,093 $707K
Fairtree Asset Management (Pty) Ltd 0.57% New 5,067 $704K
Wetzel Investment Advisors, Inc. 0.35% No change 5,029 $699K
Tranquility Partners, LLC 0.27% Reduce -0.8% 4,967 $690K
Bayforest Capital Ltd 0.30% Add +242.3% 4,960 $689K
GAMMA Investing LLC 0.05% Add +82.6% 4,858 $675K
Calydon Capital 0.13% Add +0.7% 4,853 $674K
Jain Global LLC 0.01% New 4,841 $672K
V-Square Quantitative Management LLC 0.10% Reduce -0.5% 4,826 $670K
Cookson Peirce & Co. Inc. 0.03% New 4,816 $669K
State of Wyoming 0.09% Add +110.6% 4,801 $667K
Skylands Capital, LLC 0.10% No change 4,787 $663K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.4% 4,758 $661K
Sowell Financial Services LLC 0.03% New 4,707 $654K
Applied Finance Capital Management, LLC 0.05% New 4,705 $654K
one8zero8, LLC 0.15% Add +27.5% 4,637 $644K
Blue Trust, Inc. 0.01% Add +26.5% 4,634 $644K
Empirical Asset Management, LLC 0.22% New 4,543 $631K
Forum Financial Management, LP 0.01% Reduce -10.1% 4,501 $625K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.8% 4,393 $610K
Wolverine Trading, LLC 0.02% Reduce -61.7% 4,387 $610K
United Services Automobile Association 0.02% New 4,353 $605K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +54.2% 4,349 $604K
Confluence Wealth Services, Inc. 0.04% No change 4,458 $603K
Net Worth Advisory Group 0.19% Reduce -2.3% 4,339 $603K
Johnson Investment Counsel Inc. 0.01% Reduce -0.3% 4,314 $599K
Global Financial Private Client, LLC 0.23% Add +0.2% 4,298 $597K
First Eagle Investment Management, LLC 0.00% Reduce -11.8% 4,238 $589K
Exchange Traded Concepts, LLC 0.01% Add +120.7% 4,213 $585K
Balyasny Asset Management L.P. 0.00% Add +94.3% 4,205 $584K
Harrell Investment Partners, LLC 0.17% Add +0.3% 4,153 $577K
Coldstream Capital Management Inc. 0.01% Add +3.4% 4,139 $575K
Empowered Funds, LLC 0.01% Add +8.2% 4,142 $573K
NorthRock Partners, LLC 0.02% Reduce -4.4% 4,106 $570K
Guinness Asset Management LTD 0.01% Reduce -8.9% 4,023 $559K
Great Valley Advisor Group, Inc. 0.01% Add +0.0% 4,015 $558K
NJ State Employees Deferred Compensation Plan 0.07% No change 4,000 $556K
Williams Jones Wealth Management, LLC. 0.01% No change 4,000 $556K
Quadrant Capital Group LLC 0.02% Add +177.4% 3,908 $543K
Synovus Financial Corp. 0.01% Add +99.0% 3,891 $541K
HB Wealth Management, LLC 0.00% Add +166.7% 3,825 $531K
Beverly Hills Private Wealth, LLC 0.11% Add +3.1% 3,804 $528K
MQS Management LLC 0.30% New 3,791 $527K
Wealthcare Advisory Partners LLC 0.01% Add +55.6% 3,783 $526K
Shell Asset Management Co. 0.02% Reduce -4.0% 3,780 $525K
Impact Partnership Wealth, LLC 0.11% New 3,719 $517K
Guggenheim Capital LLC 0.00% Reduce -8.0% 3,687 $512K
Group One Trading LLC 0.02% New 3,683 $512K
Fifth Third Wealth Advisors LLC 0.03% Add +7.5% 3,579 $497K
Inceptionr LLC 0.15% Reduce -66.4% 3,544 $491K
Schonfeld Strategic Advisors LLC 0.00% Reduce -18.0% 3,521 $489K
New Wave Wealth Advisors LLC 0.22% New 3,518 $489K
Nvwm, LLC 0.13% Add +38766.7% 3,498 $486K
Texas Yale Capital Corp. 0.02% Add +1.4% 3,445 $479K
Choreo, LLC 0.01% Reduce -15.1% 3,421 $475K
Visionary Wealth Advisors 0.03% Reduce -1.4% 3,404 $473K
Aspen Grove Capital, LLC 0.09% No change 3,383 $470K
Praxis Investment Management Inc. 0.03% No change 3,370 $468K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.3% 3,359 $467K
J.W. Cole Advisors, Inc. 0.01% Add +1.1% 3,324 $462K
Venturi Wealth Management, LLC 0.02% Add +2.3% 3,318 $461K
Bessemer Group Inc. 0.00% Reduce -83.7% 3,295 $458K
Red Door Wealth Management, LLC 0.07% New 3,264 $453K
Mufg Securities Americas Inc. 0.05% Add +20.8% 3,264 $453K
Atlanta Consulting Group Advisors, LLC 0.13% Reduce -14.2% 3,241 $450K
Waterloo Capital, L.P. 0.04% Add +0.8% 3,238 $450K
Sequoia Financial Advisors, LLC 0.00% Add +8.8% 3,230 $449K
Dock Street Asset Management Inc. 0.05% Reduce -17.3% 3,196 $444K
BOK Financial Private Wealth, Inc. 0.03% Add +3667.9% 3,165 $440K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +4.0% 3,142 $436K
Shulman DeMeo Asset Management LLC 0.12% Reduce -0.3% 3,139 $436K
Abc Arbitrage SA 0.08% New 3,125 $434K
Tectonic Advisors LLC 0.03% Reduce -26.5% 3,119 $433K
Sherbrooke Park Advisers LLC 0.20% Add +103.7% 3,084 $428K
Novak & Powell Financial Services, Inc. 0.27% No change 3,073 $427K
Great Lakes Retirement, Inc. 0.06% Add +4.4% 3,054 $424K
Quad-Cities Investment Group, LLC 0.21% Add +0.3% 3,035 $422K
Huntington National Bank 0.00% Add +8.9% 3,030 $421K
Argus Investors' Counsel, Inc. 0.32% Reduce -2.9% 3,019 $419K
Smartleaf Asset Management LLC 0.04% Reduce -4.9% 3,004 $418K
Oak Thistle LLC 0.08% New 2,995 $416K
ASR Vermogensbeheer N.V. 0.01% — 2,984 $414K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.7% 2,966 $412K
Snowden Capital Advisors LLC 0.01% Reduce -6.3% 2,909 $404K
Prospera Financial Services Inc 0.01% Add +95.3% 2,908 $404K
Petrus Trust Company, LTA 0.04% Reduce -28.8% 2,900 $403K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -8.1% 2,899 $403K
Brighton Jones LLC 0.01% Add +3.6% 2,862 $398K
Jones Financial Companies LLLP 0.00% Add +181.8% 2,849 $396K
Collective Family Office LLC 0.11% No change 2,850 $396K
Level Four Advisory Services, LLC 0.02% Add +5.1% 2,813 $391K
ABLE Financial Group, LLC 0.11% New 2,795 $388K
Samalin Investment Counsel, LLC 0.16% Reduce -4.9% 2,784 $387K
Vontobel Holding Ltd. 0.00% Reduce -14.4% 2,749 $382K
Ellevest, Inc. 0.03% New 2,741 $381K
MTM Investment Management, LLC 0.15% No change 2,752 $380K
Greenleaf Trust 0.00% Reduce -31.6% 2,734 $380K
FORM Wealth Advisors, LLC 0.05% — 2,727 $379K
Fulton Bank, N.A. 0.02% Add +2.2% 2,726 $379K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -45.6% 2,715 $377K
Checchi Capital Advisers, LLC 0.03% Add +1.2% 2,712 $377K
Pine Valley Investments Ltd Liability Co 0.02% Add +1.5% 2,702 $375K
Darwin Wealth Management, LLC 0.13% No change 2,413 $375K
Westpac Banking Corp. 0.03% Reduce -4.2% 2,697 $375K
Agate Pass Investment Management, LLC 0.16% Reduce -9.6% 2,682 $373K
Quadrature Capital Ltd 0.01% Reduce -23.1% 2,670 $371K
Rehmann Capital Advisory Group 0.02% Add +7.4% 2,656 $369K
Horizon Investments, LLC 0.01% Add +4.5% 2,646 $366K
Stonebrook Private Inc. 0.09% Reduce -8.2% 2,615 $363K
Integrated Quantitative Investments LLC 0.18% New 2,612 $363K
Phillips Wealth Planners LLC 0.38% Add +0.3% 2,681 $363K
Blueshift Asset Management, LLC 0.14% New 2,602 $361K
Profund Advisors LLC 0.02% Reduce -5.0% 2,592 $360K
Blue Chip Partners, LLC 0.03% Add +0.5% 2,565 $356K
Catalyst Capital Advisors LLC 0.01% Add +59.0% 2,560 $356K
Calton & Associates, Inc. 0.08% No change 2,550 $354K
Ostrum Asset Management 0.02% Reduce -2.6% 2,541 $353K
Lecap Asset Management Ltd. 0.08% New 2,510 $349K
Clarus Group, Inc. 0.13% No change 2,500 $347K
Portside Wealth Group, LLC 0.06% Add +5.7% 2,469 $343K
Drive Wealth Management, LLC 0.08% Reduce -1.2% 2,453 $341K
Pitcairn Co. 0.02% Add +15.1% 2,450 $340K
Joel Adams & Associates, Inc. 0.30% Add +0.0% 2,432 $338K
Evercore Wealth Management, LLC 0.01% Reduce -7.6% 2,428 $337K
denkapparat Operations GmbH 0.36% New 2,416 $336K
Salem Investment Counselors Inc. 0.01% No change 2,413 $335K
Morey & Quinn Wealth Partners, LLC 0.28% Add +0.8% 2,411 $335K
Ballentine Partners, LLC 0.01% Add +5.4% 2,408 $334K
Parallel Advisors, LLC 0.01% Add +5.8% 2,383 $331K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -78.2% 2,378 $330K
Cornerstone Wealth Group, LLC 0.03% Add +1.5% 2,370 $329K
Legacy Wealth Asset Management, LLC 0.09% Reduce -5.7% 2,349 $326K
Principal Securities, Inc. 0.01% No change 2,092 $325K
Alliance Wealth Advisors, LLC 0.08% Reduce -6.5% 2,328 $323K
Harbor Investment Advisory, LLC 0.03% No change 2,317 $322K
IFP Advisors, Inc 0.01% Reduce -13.0% 2,316 $322K
Horizon Advisory Services, Inc. 0.18% Add +1.6% 2,272 $316K
Flagship Harbor Advisors, LLC 0.02% Reduce -20.2% 2,259 $314K
MBB Public Markets I LLC 0.04% New 2,226 $309K
CX Institutional 0.01% Reduce -4.6% 2,216 $308K
Arbor Investment Advisors, LLC 0.04% Add +0.1% 2,183 $303K
Cadent Capital Advisors, LLC 0.11% No change 2,175 $302K
Syon Capital LLC 0.02% New 2,173 $302K
Trust Asset Management LLC 0.02% Reduce -6.3% 2,119 $294K
Berry Wealth Group, LP 0.23% Add +0.2% 2,104 $292K
Revolve Wealth Partners, LLC 0.04% Reduce -1.4% 2,081 $289K
Financial Insights, Inc. 0.11% No change 2,061 $286K
Dynamic Advisor Solutions LLC 0.01% Add +12.5% 2,057 $286K
Meeder Advisory Services, Inc. 0.02% Add +23.7% 2,049 $285K
Cigna Investments Inc. 0.05% Add +4.1% 2,044 $284K
Dynasty Wealth Management, LLC 0.00% Add +4.9% 2,017 $280K
Principle Wealth Partners LLC 0.02% No change 2,000 $278K
Ontario Teachers Pension Plan Board 0.00% New 1,990 $276K
Abn Amro Investment Solutions 0.01% Reduce -1.5% 1,987 $276K
Brown Advisory Inc. 0.00% Add +31.0% 1,970 $274K
Savant Capital, LLC 0.00% Reduce -17.3% 1,967 $273K
Allred Capital Management, LLC 0.11% Add +3.2% 1,934 $269K
Sagespring Wealth Partners, LLC 0.01% Add +21.9% 1,933 $269K
Essex Financial Services, Inc. 0.02% Reduce -30.5% 1,918 $266K
Lindbrook Capital, LLC 0.02% Add +70.9% 1,885 $262K
Novare Capital Management LLC 0.02% No change 1,880 $261K
Mather Group, Llc. 0.00% Add +12.4% 1,880 $261K
PGGM Investments 0.00% Add +39.3% 1,881 $261K
Stratos Wealth Advisors, LLC 0.01% Reduce -13.2% 1,858 $258K
Valeo Financial Advisors, LLC 0.01% Add +2.1% 1,856 $258K
Southeast Asset Advisors, LLC 0.03% No change 1,846 $256K
Polymer Capital Management (US) LLC 0.08% New 1,832 $254K
Berkshire Asset Management LLC 0.01% Add +8.6% 1,729 $252K
First Bank & Trust 0.05% No change 1,807 $251K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +0.4% 1,806 $251K
Brooklyn Investment Group 0.05% Add +177.6% 1,793 $249K
CENTRAL TRUST Co 0.01% No change 1,787 $248K
Ameritas Investment Partners, Inc. 0.01% No change 1,783 $248K
HighPoint Advisor Group LLC 0.01% Reduce -5.8% 1,790 $247K
PharVision Advisers, LLC 0.34% New 1,739 $242K
NewEdge Wealth, LLC 0.00% Reduce -47.3% 1,734 $241K
Central Bank & Trust Co. 0.04% Reduce -3.6% 1,716 $238K
Capstone Investment Advisors, LLC 0.00% Reduce -62.9% 1,694 $235K
Simon Quick Advisors, LLC 0.01% Add +27.1% 1,668 $232K
Aspire Growth Partners LLC 0.20% Add +0.7% 1,613 $231K
Edmp, Inc. 0.19% Reduce -4.5% 1,662 $231K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -16.5% 1,638 $228K
Great Lakes Advisors, LLC 0.00% Add +1.3% 1,628 $226K
Schechter Investment Advisors, LLC 0.02% Reduce -13.7% 1,606 $223K
Focus Partners Advisor Solutions, LLC 0.00% New 1,589 $221K
Carson Advisory Inc. 0.15% Add +0.3% 1,586 $220K
RBA Wealth Management, LLC 0.09% No change 1,567 $218K
Prelude Capital Management, LLC 0.02% Add +2.8% 1,565 $217K
Oxford Asset Management LLP 0.10% New 1,560 $217K
Evergreen Capital Management LLC 0.01% Add +16.2% 1,558 $216K
Eldridge Investment Advisors, Inc. 0.05% No change 1,563 $216K
Winebrenner Capital Management LLC 0.19% No change 1,524 $212K
Deane Retirement Strategies, Inc. 0.10% No change 1,507 $209K
EP Wealth Advisors, LLC 0.00% Add +5.5% 1,506 $209K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +3.6% 1,504 $209K
CreativeOne Wealth, LLC 0.01% New 1,498 $208K
Flossbach Von Storch SE 0.00% New 1,475 $205K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.8% 1,454 $202K
Kooman & Associates 0.07% Add +1.0% 1,442 $200K
Steph & Co. 0.07% Reduce -7.0% 1,441 $200K
Cohen & Steers, Inc. 0.00% New 1,400 $194K
Hamilton Capital Partners Inc. 0.01% Reduce -2.8% 1,358 $189K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,332 $185K
Walleye Capital LLC 0.00% New 1,329 $185K
First Horizon Advisors, Inc. 0.01% Reduce -0.3% 1,270 $176K
PSI Advisors, LLC 0.05% No change 1,157 $161K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.07% New 1,150 $160K
Globeflex Capital L P 0.01% New 1,130 $157K
Bruce G. Allen Investments, LLC 0.12% Reduce -0.4% 1,107 $154K
Park Place Capital Corp 0.04% No change 1,062 $148K
First United Bank & Trust 0.05% New 1,055 $147K
Farther Finance Advisors, LLC 0.00% Add +9.0% 994 $137K
Kentucky Trust Co 0.08% No change 980 $136K
Penserra Capital Management LLC 0.00% Reduce -31.7% 913 $126K
Ossiam 0.00% Reduce -34.7% 898 $125K
Johnson Financial Group, Inc. 0.01% Add +218.9% 896 $124K
Quarry LP 0.03% Add +275.9% 891 $124K
Caldwell Trust Co 0.01% No change 869 $121K
Fourth Dimension Wealth, LLC 0.06% New 855 $119K
Arlington Trust Co LLC 0.02% No change 830 $115K
Federated Hermes, Inc. 0.00% Add +7.1% 814 $113K
MassMutual Private Wealth & Trust, FSB 0.00% Add +32.9% 788 $109K
CI Investments Inc. 0.00% Reduce -24.6% 765 $106K
Colonial Trust Co / SC 0.02% Reduce -72.7% 746 $104K
Allworth Financial LP 0.00% Add +28.2% 745 $102K
DT Investment Partners, LLC 0.01% No change 719 $100K
Addison Advisors LLC 0.03% Add +0.7% 697 $97K
Ascentis Wealth Management, LLC 0.03% New 663 $92K
Brown Brothers Harriman & Co. 0.00% Add +29.9% 626 $87K
Delta Asset Management LLC 0.01% No change 600 $83K
Parkside Financial Bank & Trust 0.01% Add +1.0% 597 $83K
Loomis Sayles & Co. L P 0.00% Add +17.0% 579 $80K
HM Payson & Co. 0.00% No change 550 $76K
Covestor Ltd 0.05% Add +60.8% 542 $75K
Capital Advisors, Ltd. LLC 0.01% No change 526 $73K
GeoWealth Management, LLC 0.00% Reduce -38.0% 514 $71K
Foster Dykema Cabot & Partners, LLC 0.01% No change 500 $69K
EverSource Wealth Advisors, LLC 0.00% Add +37.9% 499 $69K
Rothschild Investment LLC 0.00% Add +10.5% 495 $69K
Pinnacle Financial Partners Inc 0.00% No change 442 $69K
Assetmark, Inc. 0.00% Add +8.8% 493 $69K
Sentry Investment Management LLC 0.05% Reduce -23.0% 541 $68K
CVA Family Office, LLC 0.01% Reduce -2.0% 480 $67K
Resources Management Corp. /CT/ 0.01% No change 472 $66K
Cromwell Holdings LLC 0.04% Add +2.2% 474 $66K
Summit Securities Group LLC 0.04% Add +46000.0% 461 $64K
Whittier Trust Co. 0.00% No change 434 $60K
Zions Bancorporation, National Association 0.00% — 433 $60K
Manchester Capital Management LLC 0.01% Reduce -16.5% 396 $55K
MAI Capital Management 0.00% Reduce -21.8% 383 $53K
Private Trust Co. NA 0.01% Reduce -21.6% 382 $53K
Trust Co 0.01% No change 379 $53K
Plante Moran Financial Advisors, LLC 0.00% New 375 $52K
Laurel Wealth Advisors LLC 0.01% No change 364 $51K
Larson Financial Group LLC 0.00% Add +364.3% 325 $45K
Capital A Wealth Management, LLC 0.05% Reduce -71.0% 317 $44K
JFS Wealth Advisors, LLC 0.00% Add +9.3% 304 $42K
Operose Advisors LLC 0.01% No change 300 $42K
Advisors Asset Management, Inc. 0.00% Reduce -15.9% 296 $41K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 289 $40K
TCTC Holdings, LLC 0.00% Add +72.9% 287 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +80.0% 270 $38K
Future Financial Wealth Managment LLC 0.03% No change 259 $36K
Clearstead Advisors, LLC 0.00% Reduce -11.5% 253 $35K
Riggs Asset Managment Co. Inc. 0.01% No change 250 $35K
Olde Wealth Management, LLC 0.01% New 240 $33K
TD Private Client Wealth LLC 0.00% Add +34.7% 229 $32K
Plato Investment Management Ltd 0.00% Reduce -8.1% 217 $30K
Wolff Wiese Magana LLC 0.02% No change 203 $28K
Alpine Bank Wealth Management 0.00% — 197 $27K
Hemington Wealth Management 0.00% Add +14.9% 201 $27K
Deseret Mutual Benefit Administrators 0.01% No change 192 $27K
Versant Capital Management, Inc 0.00% Reduce -16.2% 191 $27K
Central Pacific Bank - Trust Division 0.00% Add +46.4% 183 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 179 $25K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +0.6% 175 $24K
Valley National Advisers Inc. 0.00% Add +2.3% 176 $24K
Creative Financial Designs Inc. 0.00% Add +232.0% 166 $23K
Wayfinding Financial, LLC 0.01% New 172 $23K
TD Waterhouse Canada Inc. 0.00% Reduce -9.8% 166 $23K
WPG Advisers, LLC 0.02% Reduce -4.7% 161 $22K
Accredited Wealth Management, LLC 0.02% New 149 $21K
Meeder Asset Management Inc. 0.00% Add +129.2% 149 $21K
Rossby Financial, LCC 0.01% New 150 $21K
Princeton Global Asset Management LLC 0.00% No change 145 $20K
Cornerstone Planning Group LLC 0.00% Add +96.0% 145 $20K
Bell Investment Advisors, Inc 0.00% No change 141 $20K
Birchbrook, Inc. 0.01% No change 131 $18K
Harbour Investments, Inc. 0.00% Add +113.6% 126 $18K
Rise Advisors, LLC 0.01% Add +11.5% 126 $17K
Smithfield Trust Co 0.00% No change 120 $17K
Quent Capital, LLC 0.00% No change 121 $17K
Farmers & Merchants Investments Inc. 0.00% No change 121 $17K
Raiffeisen Bank International AG 0.00% No change 116 $16K
GW&K Investment Management, LLC 0.00% No change 114 $16K
Arax Advisory Partners 0.00% Reduce -36.1% 115 $16K
Prestige Wealth Management Group LLC 0.00% No change 111 $15K
MV Capital Management, Inc. 0.00% No change 111 $15K
SouthState Bank Corp 0.00% New 104 $14K
Fortitude Family Office, LLC 0.01% No change 103 $14K
South Dakota Investment Council 0.00% No change 100 $14K
Eastern Bank 0.00% Reduce -79.3% 91 $13K
NewSquare Capital LLC 0.00% Add +1142.9% 87 $12K
Indiana Trust & Investment Management Co 0.00% No change 85 $12K
City Holding Co. 0.00% New 85 $12K
Duncker Streett & Co. Inc. 0.00% No change 82 $11K
Sunbelt Securities, Inc. 0.00% New 80 $11K
Saudi Central Bank 0.06% New 77 $11K
Golden State Wealth Management, LLC 0.00% No change 75 $10K
Creative Capital Management Investments LLC 0.00% New 74 $10K
Glen Eagle Advisors, LLC 0.00% No change 66 $9K
Key Financial Inc 0.00% No change 62 $9K
Trust Co. of Vermont 0.00% Add +82.3% 62 $9K
Private Wealth Management Group, LLC 0.00% Reduce -21.8% 61 $8K
Anchor Investment Management, LLC 0.00% No change 61 $8K
Pacific Center for Financial Services 0.00% No change 58 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 56 $8K
Richardson Capital Management LLC 0.00% New 55 $8K
Clark Wealth Partners 0.01% Add +300.0% 52 $7K
Kestra Investment Management, LLC 0.00% Add +82.1% 51 $7K
NFSG Corp 0.00% New 50 $7K
WASHINGTON TRUST Co 0.00% No change 50 $7K
Aspect Partners, LLC 0.00% Reduce -5.9% 48 $7K
FSA Wealth Management LLC 0.00% No change 45 $6K
Retirement Wealth Solutions LLC 0.01% No change 45 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 40 $6K
Cranbrook Wealth Management, LLC 0.00% No change 38 $5K
Washington Trust Advisors, Inc. 0.00% No change 37 $5K
South Plains Financial, Inc. 0.00% No change 36 $5K
Avion Wealth 0.00% No change 33 $5K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.1% 39 $5K
Investors Research Corp 0.00% New 35 $5K
SOA Wealth Advisors, LLC. 0.00% No change 34 $5K
McIlrath & Eck, LLC 0.00% No change 33 $5K
Mb, Levis & Associates, LLC 0.00% No change 33 $5K
Financial Management Professionals, Inc. 0.00% Reduce -17.9% 32 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.9% 31 $4K
Asset Dedication, LLC 0.00% No change 30 $4K
Ruedi Wealth Management, Inc. 0.00% No change 30 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 30 $4K
Raffa Wealth Management, LLC 0.00% No change 27 $4K
Abound Wealth Management 0.00% Reduce -30.3% 23 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 27 $3K
Spire Wealth Management 0.00% Add +16.7% 21 $3K
SJS Investment Consulting Inc. 0.00% No change 21 $3K
Hughes Financial Services, LLC 0.00% New 20 $3K
Albion Financial Group 0.00% No change 19 $3K
Bogart Wealth, LLC 0.00% Add +46.1% 19 $3K
Sierra Ocean, LLC 0.00% No change 18 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
Dunhill Financial, LLC 0.00% Reduce -39.3% 17 $2K
New Millennium Group LLC 0.00% No change 17 $2K
Sachetta, LLC 0.00% No change 17 $2K
SBI Securities Co., Ltd. 0.00% No change 17 $2K
C M Bidwell & Associates Ltd. 0.00% No change 16 $2K
Whittier Trust Co. of Nevada Inc. 0.00% New 16 $2K
WealthTrak Capital Management LLC 0.00% Reduce -53.1% 15 $2K
Truvestments Capital LLC 0.00% No change 15 $2K
Lazard Asset Management LLC 0.00% Add +260.0% 18 $2K
Crowley Wealth Management, Inc. 0.00% No change 14 $2K
Rialto Wealth Management, LLC 0.00% New 14 $2K
CoreCap Advisors, LLC 0.00% Add +600.0% 14 $2K
Dogwood Wealth Management LLC 0.00% New 13 $2K
Greenline Partners, LLC 0.00% New 13 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 12 $2K
First Pacific Financial 0.00% New 12 $2K
Fuller & Thaler Asset Management, Inc. 0.00% No change 11 $2K
Activest Wealth Management 0.00% Add +0.0% 10 $1K
TFC Financial Management, Inc. 0.00% No change 9 $1K
Continuum Advisory, LLC 0.00% No change 9 $1K
Stonebridge Financial Group, LLC 0.00% New 9 $1K
Geneos Wealth Management Inc. 0.00% No change 9 $1K
Valued Wealth Advisors LLC 0.00% No change 8 $1K
Horizon Financial Services, LLC 0.00% New 8 $1K
Rakuten Securities, Inc. 0.00% New 8 $1K
AdvisorNet Financial, Inc 0.00% Reduce -11.1% 8 $1K
Capital Analysts, LLC 0.00% Reduce -83.3% 8 $1K
American Capital Advisory, LLC 0.00% New 7 $973
Highline Wealth Partners LLC 0.00% Add +16.7% 7 $972
Financial Network Wealth Advisors LLC 0.00% New 6 $833
West Paces Advisors Inc. 0.00% No change 6 $833
WestEnd Advisors, LLC 0.00% Add +50.0% 6 $833
Principia Wealth Advisory, LLC 0.00% Add +100.0% 6 $818
Parkworth Wealth Management, Inc. 0.00% No change 5 $695
MPWM Advisory Solutions, LLC 0.00% No change 5 $695
True Wealth Design, LLC 0.00% Reduce -70.6% 5 $695
Chesapeake Asset Management LLC 0.00% New 5 $694
Bay Harbor Wealth Management, LLC 0.00% New 5 $694
Winnacle Wealth LLC 0.00% Add +66.7% 5 $621
Redwood Park Advisors LLC 0.00% No change 4 $556
Transce3nd, LLC 0.00% No change 4 $556
Wood Tarver Financial Group, LLC 0.00% No change 3 $417
Quest 10 Wealth Builders, Inc. 0.00% New 3 $360
Hexagon Capital Partners LLC 0.00% No change 2 $278
HFM Investment Advisors, LLC 0.00% — 2 $278
Private Wealth Asset Management, LLC 0.00% — 2 $278
West Branch Capital LLC 0.00% No change 1 $139
Bartlett & Co. Wealth Management LLC 0.00% New 1 $139
Y.D. More Investments Ltd 0.00% Add +13.4% 263 $98

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