Raymond James FinancialRJF

13F holders, Q2 2025 (June 30)
854holders −3
89new positions
89sold out
7famous investors
$153.34avg. 13F price*

At the end of Q2 2025, 854 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, down 3 from Q1 2025. 89 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.3B) and Primecap Management Co. ($1.5B). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$66.3M
Exits89$388.4M

All 13F filers, Q1 2025 → Q2 2025: 7,769,554 shares bought and 9,008,034 shares sold, net −1,238,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 854 holders

Vanguard Group Inc. 0.06% Reduce -0.2% 22,198,694 $3.4B
BlackRock, Inc. 0.04% Add +0.4% 14,979,361 $2.3B
Primecap Management Co. 1.22% Add +3.0% 10,013,852 $1.5B
Wellington Management Group LLP 0.27% Reduce -3.7% 9,568,625 $1.5B
State Street Corp. 0.05% Reduce -1.9% 8,175,257 $1.3B
FMR LLC 0.05% Add +3.9% 6,085,819 $933.4M
JPMorgan Chase & Co. 0.06% Add +41.6% 5,616,998 $861.5M
Geode Capital Management, LLC 0.05% Reduce -2.0% 4,597,168 $701.9M
T. Rowe Price Investment Management, Inc. 0.41% Add +1.1% 4,182,745 $641.5M
Victory Capital Management Inc. 0.28% Add +50.8% 2,839,373 $435.7M
First Trust Advisors LP 0.31% Add +39.9% 2,485,569 $381.2M
Earnest Partners LLC 1.72% Reduce -0.6% 2,480,735 $380.5M
Massachusetts Financial Services Co. 0.12% Add +3.1% 2,406,749 $369.1M
Norges Bank 0.04% Add +3.3% 2,311,050 $354.4M
Bank of America Corp. 0.03% Reduce -14.1% 2,288,710 $351.0M
Morgan Stanley 0.02% Reduce -5.4% 2,248,739 $344.9M
Invesco Ltd. 0.06% Reduce -26.2% 2,141,172 $328.4M
Dimensional Fund Advisors LP 0.08% Add +1.8% 2,129,991 $326.7M
Northern Trust Corp. 0.04% Reduce -6.5% 2,102,177 $322.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +21.3% 1,835,972 $281.6M
Goldman Sachs Group Inc. 0.05% Add +6.8% 1,823,646 $279.7M
Legal & General Group Plc 0.05% Reduce -8.6% 1,255,616 $192.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 1,106,838 $169.8M
Mercer Global Advisors Inc. 0.36% Reduce -0.1% 1,048,751 $160.8M
Harfst & Associates, Inc. 32.81% Reduce -0.3% 1,037,455 $159.1M
Bank of New York Mellon Corp 0.03% Reduce -19.4% 996,857 $152.9M
HSBC Holdings PLC 0.10% Add +5.5% 971,352 $148.9M
Sei Investments Co. 0.16% Reduce -0.7% 907,584 $139.2M
Nuveen, LLC 0.03% Reduce -3.6% 772,747 $118.5M
Raymond James Financial Inc. 0.04% Add +1.6% 765,574 $117.4M
Congress Asset Management Co. 0.78% Reduce -13.1% 740,953 $113.6M
Barclays PLC 0.04% Reduce -2.7% 720,253 $110.5M
American Century Companies Inc. 0.06% Add +179.8% 688,405 $105.6M
Envestnet Asset Management Inc. 0.03% Add +6.9% 656,265 $100.7M
Franklin Resources Inc. 0.03% Add +6.3% 656,219 $100.6M
UBS Group AG 0.02% Reduce -26.9% 641,476 $98.4M
Principal Financial Group Inc. 0.05% Reduce -2.0% 604,073 $92.6M
Deutsche Bank AG 0.03% Reduce -10.9% 586,600 $90.0M
PNC Financial Services Group, Inc. 0.06% Add +1.5% 584,758 $89.7M
Ameriprise Financial Inc. 0.02% Reduce -17.1% 569,050 $87.3M
AQR Capital Management 0.07% Add +38.5% 540,592 $82.9M
Premier Fund Managers Ltd 2.95% Add +0.4% 528,300 $80.9M
Qube Research & Technologies Ltd 0.11% Reduce -44.3% 520,875 $79.9M
Prudential Financial Inc. 0.10% Add +82.8% 502,293 $77.0M
Fisher Asset Management 0.03% Reduce -2.4% 488,201 $74.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +3.0% 482,385 $74.0M
Marshall Wace, LLP 0.08% Add +824.7% 438,213 $67.2M
BNP Paribas Financial Markets 0.05% Reduce -27.9% 416,975 $64.0M
Wells Fargo & Company 0.01% Add +6.9% 414,407 $63.6M
Sterling Capital Management LLC 0.90% Add +39.2% 410,270 $62.9M
Amundi 0.02% Reduce -47.7% 391,970 $62.0M
Silvercrest Asset Management Group LLC 0.41% Reduce -3.5% 394,945 $60.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.64% Reduce -5.2% 379,000 $58.1M
TD Asset Management Inc 0.05% Reduce -8.7% 377,388 $57.9M
Palisade Capital Management, LP 1.86% Reduce -1.9% 375,559 $57.6M
Citigroup Inc. 0.04% Add +52.5% 368,011 $56.4M
Rhumbline Advisers 0.05% Reduce -2.7% 360,926 $55.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.4% 355,159 $54.5M
California Public Employees Retirement System 0.03% Add +7.7% 342,994 $52.6M
New York State Common Retirement Fund 0.07% Reduce -0.1% 324,592 $49.8M
T. Rowe Price Associates Inc. 0.01% Reduce -16.4% 307,245 $47.1M
Iat Reinsurance Co. LTD. 12.33% No change 298,125 $45.7M
Vest Financial, LLC 0.63% Add +39.5% 292,266 $44.8M
Baird Financial Group, Inc. 0.08% Reduce -7.4% 286,410 $43.9M
Ceredex Value Advisors LLC 0.94% Reduce -6.3% 284,881 $43.7M
Deroy & Devereaux Private Investment Counsel Inc. 2.37% Reduce -1.2% 284,869 $43.7M
Alliancebernstein L.P. 0.01% Add +24.6% 283,885 $43.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -5.4% 282,730 $43.4M
Bank of Montreal 0.02% Add +40.8% 281,074 $43.1M
Natixis Advisors, LLC 0.07% Add +10.9% 279,668 $42.9M
Panagora Asset Management Inc. 0.19% Add +5.5% 278,372 $42.7M
California State Teachers Retirement System 0.05% Add +0.9% 277,423 $42.5M
National Pension Service 0.04% Add +0.8% 276,317 $42.4M
Caisse de depot et placement du Quebec 0.09% Add +30.4% 276,136 $42.4M
Davis Asset Management, L.P. 1.61% No change 270,000 $41.4M
Clearbridge Investments, LLC 0.03% Add +1.2% 245,663 $37.7M
Macquarie Group Ltd. 0.04% Reduce -0.8% 232,371 $35.6M
Canada Pension Plan Investment Board 0.03% Reduce -6.5% 230,310 $35.3M
Royal Bank of Canada 0.01% Reduce -8.5% 211,058 $32.4M
New York State Teachers Retirement System 0.06% Add +0.2% 201,631 $30.9M
Schroder Investment Management Group 0.03% Reduce -5.1% 194,825 $29.9M
Truist Financial Corp. 0.04% Add +29.2% 187,280 $28.7M
State Board of Administration of Florida Retirement System 0.05% Add +1.1% 183,832 $28.2M
Illinois Municipal Retirement Fund 0.35% Add +32.5% 169,931 $26.1M
FIL Ltd 0.02% Reduce -16.1% 166,868 $25.6M
APG Asset Management N.V. 0.07% Reduce -2.2% 190,493 $24.9M
Nicholas Company, Inc. 0.41% Reduce -0.0% 161,560 $24.8M
CANADA LIFE ASSURANCE Co 0.04% Add +5.7% 161,261 $24.8M
Avity Investment Management Inc. 1.80% Add +6.7% 157,706 $24.2M
Aviva PLC 0.05% Reduce -27.3% 148,852 $22.8M
Pictet Asset Management Holding SA 0.02% Reduce -7.5% 141,268 $21.7M
State of Wisconsin Investment Board 0.05% Add +3.1% 139,953 $21.5M
Danske Bank A/S 0.05% Add +1.8% 135,278 $20.7M
Pinnacle Associates Ltd. 0.30% Reduce -25.5% 133,786 $20.5M
Royal London Asset Management Ltd. 0.05% Reduce -3.8% 133,858 $20.5M
PhiloSmith Capital Corp 5.66% No change 132,750 $20.4M
National Bank of Canada 0.02% Reduce -8.7% 129,019 $19.8M
Adage Capital Partners Gp, L.L.C. 0.03% Add +32.5% 126,350 $19.4M
Russell Investments Group, Ltd. 0.02% Reduce -20.6% 121,970 $18.7M
Brandywine Global Investment Management, LLC 0.13% Reduce -2.3% 121,053 $18.6M
Aberdeen Group plc 0.03% Add +10.4% 120,446 $18.5M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Add +4.9% 118,143 $18.1M
Robeco Institutional Asset Management B.V. 0.03% Reduce -56.6% 117,498 $18.0M
Korea Investment CORP 0.04% Reduce -39.3% 115,092 $17.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.8% 111,470 $17.1M
Allspring Global Investments Holdings, LLC 0.03% Add +3.7% 107,634 $16.6M
Man Group plc 0.04% Reduce -61.6% 107,016 $16.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -13.7% 105,583 $16.2M
Treasurer of the State of North Carolina 0.05% Add +5.0% 104,452 $16.0M
Public Employees Retirement System of Ohio 0.05% Reduce -1.1% 102,487 $15.7M
Basswood Capital Management, L.L.C. 0.78% No change 102,367 $15.7M
LPL Financial LLC 0.01% Add +3.8% 101,437 $15.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% No change 99,100 $15.2M
Toronto Dominion Bank 0.03% Add +28.5% 97,427 $14.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +15.8% 96,736 $14.8M
Geneva Capital Management LLC 0.25% Add +2.3% 96,650 $14.8M
Los Angeles Capital Management LLC 0.06% Reduce -61.9% 96,537 $14.8M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.6% 96,167 $14.7M
Capital Wealth Planning, LLC 0.11% No change 94,260 $14.5M
Nisa Investment Advisors, LLC 0.06% Add +0.5% 93,177 $14.3M
CW Advisors, LLC 0.13% Reduce -10.0% 89,696 $13.8M
Bragg Financial Advisors, Inc 0.49% Add +5.2% 89,449 $13.7M
KBC Group NV 0.03% Reduce -54.1% 84,113 $12.9M
Quantinno Capital Management LP 0.06% Add +56.0% 84,110 $12.9M
Asset Management One Co., Ltd. 0.04% Add +1.4% 83,955 $12.9M
Hantz Financial Services, Inc. 0.19% Reduce -8.2% 75,778 $11.6M
US Bancorp \de 0.01% Reduce -6.9% 73,121 $11.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -61.4% 73,084 $11.2M
Mn Services Vermogensbeheer B.V. 0.08% Add +0.8% 72,700 $11.2M
Millennium Management 0.01% Add +80.4% 72,289 $11.1M
Nemes Rush Group LLC 1.19% Add +4.3% 71,093 $10.9M
Stifel Financial Corp. 0.01% Add +8.4% 70,986 $10.9M
Nearwater Capital Markets, Ltd 0.17% New 70,000 $10.7M
KLP Kapitalforvaltning As 0.05% Add +1.7% 69,978 $10.7M
Ensign Peak Advisors, Inc 0.02% Reduce -23.4% 68,818 $10.6M
Teacher Retirement System of Texas 0.04% Reduce -35.8% 68,515 $10.5M
Lighthouse Investment Partners, LLC 0.45% Reduce -7.5% 67,690 $10.4M
Resona Asset Management Co.,Ltd. 0.05% Add +4.8% 65,741 $10.1M
Susquehanna Fundamental Investments, LLC 0.27% Reduce -29.5% 65,603 $10.1M
Nomura Asset Management Co. Ltd. 0.03% Add +5.5% 64,434 $9.9M
Am Investment Strategies LLC 2.31% Add +0.0% 64,071 $9.8M
State of Tennessee, Department of Treasury 0.03% Reduce -1.6% 63,687 $9.8M
State of New Jersey Common Pension Fund D 0.04% No change 63,620 $9.8M
Aware Super Pty Ltd as trustee of Aware Super 0.14% No change 62,392 $9.6M
Peterson Wealth Services 2.58% Add +1.2% 61,333 $9.4M
Wilmington Savings Fund Society, FSB 0.17% Reduce -3.3% 60,918 $9.3M
CWA Asset Management Group, LLC 0.39% Reduce -5.0% 60,682 $9.3M
Rafferty Asset Management, LLC 0.03% Reduce -0.1% 60,377 $9.3M
Forsta Ap-Fonden 0.06% No change 59,900 $9.2M
Burney Co./ 0.31% Reduce -4.6% 59,350 $9.1M
Private Capital Management, LLC 0.91% Reduce -0.1% 58,445 $9.0M
Arizona State Retirement System 0.05% Add +1.1% 56,897 $8.7M
Handelsbanken Fonder AB 0.03% Reduce -15.6% 55,798 $8.6M
Palmer Knight Co 3.64% Reduce -1.3% 55,664 $8.5M
Storebrand Asset Management As 0.02% Reduce -1.0% 54,080 $8.3M
Commonwealth Equity Services, LLC 0.01% Reduce -0.2% 53,832 $8.3M
State of Michigan Retirement System 0.04% Add +4.0% 52,044 $8.0M
Schonfeld Strategic Advisors LLC 0.06% Add +1375.7% 51,959 $8.0M
Voya Investment Management LLC 0.01% Reduce -8.2% 51,832 $7.9M
Greenfield Seitz Capital Management, LLC 2.77% Add +1.2% 51,132 $7.8M
SG Americas Securities, LLC 0.03% Add +40.2% 50,987 $7.8M
Federation des caisses Desjardins du Quebec 0.03% Add +5.2% 50,069 $7.7M
ProShare Advisors LLC 0.02% Reduce -9.4% 49,560 $7.6M
Interval Partners, LP 0.17% Add +100.8% 49,004 $7.5M
Allianz Asset Management GmbH 0.01% Reduce -67.7% 47,387 $7.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.8% 45,222 $7.2M
Citizens Financial Group Inc. 0.11% Reduce -3.5% 46,463 $7.1M
MetLife Investment Management, LLC 0.04% Reduce -4.0% 46,285 $7.1M
Thrivent Financial for Lutherans 0.02% Add +19.9% 46,139 $7.1M
New England Professional Planning Group Inc. 3.14% Add +0.4% 44,910 $6.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +5.6% 44,533 $6.8M
Creative Planning 0.01% Add +8.9% 44,412 $6.8M
Czech National Bank 0.05% Add +4.8% 44,384 $6.8M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +1.7% 43,911 $6.7M
Ancora Advisors LLC 0.14% Add +0.5% 43,622 $6.7M
Waverly Advisors, LLC 0.07% Add +0.8% 42,672 $6.5M
Bokf, NA 0.11% Reduce -2.6% 42,318 $6.5M
Cahaba Wealth Management, Inc. 0.50% No change 42,254 $6.5M
Lord, Abbett & Co. LLC 0.02% Add +6.5% 42,022 $6.4M
Verition Fund Management LLC 0.04% Add +103.9% 41,827 $6.4M
Susquehanna Portfolio Strategies, LLC 0.14% New 40,500 $6.2M
LMG Wealth Partners, LLC 1.27% Add +0.9% 40,440 $6.2M
Fiera Capital Corp 0.02% Reduce -31.0% 40,126 $6.2M
Westfield Capital Management Co. LP 0.03% No change 40,095 $6.1M
Squarepoint Ops LLC 0.01% Add +8.6% 39,899 $6.1M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -4.3% 39,809 $6.1M
Retirement Systems of Alabama 0.02% Reduce -1.7% 38,964 $6.0M
Captrust Financial Advisors 0.01% Add +0.8% 38,840 $6.0M
IFM Investors Pty Ltd 0.06% Add +4.1% 38,676 $5.9M
OneDigital Investment Advisors LLC 0.06% Add +0.1% 37,856 $5.8M
Public Sector Pension Investment Board 0.02% Reduce -24.3% 37,339 $5.7M
DNB Asset Management AS 0.02% Add +0.5% 35,995 $5.5M
Pathstone Holdings, LLC 0.02% Reduce -24.4% 35,925 $5.5M
Amalgamated Bank 0.04% Reduce -3.8% 35,463 $5.4M
Susquehanna International Group, LLP 0.01% Add +97.2% 34,664 $5.3M
Hilltop Holdings Inc. 0.33% Reduce -0.7% 33,823 $5.2M
Janney Montgomery Scott LLC 0.01% Reduce -1.5% 33,751 $5.2M
DekaBank Deutsche Girozentrale 0.01% Add +0.8% 33,882 $5.2M
Oppenheimer Asset Management Inc. 0.06% Reduce -3.3% 33,371 $5.1M
Fifth Third Bancorp 0.02% Reduce -0.1% 32,757 $5.0M
Cardinal Capital Management 0.73% Add +0.7% 32,443 $5.0M
Utah Retirement Systems 0.05% Reduce -3.6% 32,339 $5.0M
USS Investment Management Ltd 0.03% No change 32,115 $4.9M
Neuberger Berman Group LLC 0.00% Add +22.2% 32,052 $4.9M
DAVENPORT & Co LLC 0.03% Add +42.0% 31,960 $4.9M
Swedbank AB 0.01% Add +173.0% 31,598 $4.8M
Vanguard Personalized Indexing Management, LLC 0.05% Add +7.9% 31,527 $4.8M
Cetera Investment Advisers 0.01% Add +10.0% 31,566 $4.8M
Mackenzie Financial Corp. 0.01% Add +10.6% 31,159 $4.8M
World Investment Advisors 0.11% Add +4.8% 31,130 $4.8M
Hennion & Walsh Asset Management, Inc. 0.19% Add +1.6% 31,085 $4.8M
New Age Alpha Advisors, LLC 0.21% New 30,783 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -17.7% 30,628 $4.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +16.1% 30,339 $4.7M
AXA S.A. 0.01% Reduce -33.6% 29,839 $4.6M
Daiwa Securities Group Inc. 0.02% Add +4.2% 29,635 $4.5M
Logan Capital Management Inc. 0.21% Reduce -3.0% 29,607 $4.5M
NewEdge Advisors, LLC 0.02% Add +3.5% 29,355 $4.5M
Access Investment Management LLC 1.28% — 29,341 $4.5M
Comerica Bank 0.02% Reduce -0.8% 28,615 $4.4M
Stuart Investment Advisors, Inc. 2.23% No change 28,475 $4.4M
Regions Financial Corp. 0.03% Add +26.4% 28,153 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -5.4% 28,044 $4.3M
Cwm, LLC 0.02% Add +1.6% 28,043 $4.3M
Regency Capital Management Inc.\DE 2.23% New 27,678 $4.2M
Mariner, LLC 0.01% Add +10.1% 27,533 $4.2M
Two Sigma Investments, LP 0.01% Reduce -52.1% 27,338 $4.2M
New York Life Investment Management LLC 0.04% Reduce -0.2% 27,296 $4.2M
Siemens Fonds Invest GmbH 0.25% Add +1.8% 27,284 $4.2M
Focus Partners Wealth 0.01% Add +3.4% 27,027 $4.1M
CIBC Asset Management Inc 0.01% Reduce -7.9% 26,896 $4.1M
Buckhead Capital Management LLC 1.59% Reduce -25.7% 26,848 $4.1M
NBW Capital LLC 0.89% Add +0.8% 26,801 $4.1M
Cullen Investment Group, LTD. 0.58% Reduce -0.7% 26,755 $4.1M
Xponance LLC 0.03% Reduce -0.4% 26,659 $4.1M
Leuthold Group, LLC 0.49% Reduce -1.4% 26,616 $4.1M
Nuance Investments, LLC 0.32% New 26,418 $4.1M
Assenagon Asset Management S.A. 0.01% Add +5.5% 26,363 $4.0M
Dana Investment Advisors, Inc. 0.13% Reduce -0.9% 26,081 $4.0M
Corient Private Wealth LP 0.01% Add +2.6% 25,932 $4.0M
Swiss Life Asset Management Ltd 0.02% Reduce -61.7% 25,558 $3.9M
Systematic Financial Management LP 0.10% Reduce -0.3% 25,206 $3.9M
Atria Investments, Inc 0.05% Reduce -0.7% 25,186 $3.9M
Railway Pension Investments Ltd 0.05% No change 25,100 $3.8M
Heartland Advisors Inc. 0.21% Add +33.0% 25,031 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -12.9% 25,017 $3.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 24,618 $3.8M
Sovereign's Capital Management, LLC 2.02% Add +8.5% 24,610 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +6.5% 24,342 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +1.7% 24,207 $3.7M
Edgestream Partners, L.P. 0.10% Add +47.3% 24,166 $3.7M
MML Investors Services, LLC 0.01% Reduce -1.6% 23,818 $3.7M
Stephens Consulting, LLC 0.86% Reduce -50.2% 23,630 $3.6M
Cibc World Markets Corp. 0.02% Add +3.0% 23,395 $3.6M
Brevan Howard Capital Management LP 0.04% New 23,157 $3.6M
Janus Henderson Group PLC 0.00% Reduce -5.5% 23,029 $3.5M
Hancock Whitney Corp. 0.07% Add +153.3% 22,270 $3.4M
Ethic Inc. 0.06% Add +11.6% 22,213 $3.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.5% 21,959 $3.4M
Dean Investment Associates, LLC 0.49% Add +5.1% 21,894 $3.4M
Orion Porfolio Solutions, LLC 0.03% Add +13.7% 21,815 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -0.8% 21,781 $3.3M
Schneider Downs Wealth Management Advisors, LP 0.49% No change 21,546 $3.3M
Kaydan Wealth Management, Inc. 1.06% Reduce -0.9% 21,175 $3.2M
Sanctuary Advisors, LLC 0.02% Add +1.7% 21,127 $3.2M
Integrated Advisors Network LLC 0.15% New 21,107 $3.2M
O'shaughnessy Asset Management, LLC 0.02% Add +14.4% 21,070 $3.2M
OP Asset Management Ltd 0.05% Add +1.8% 20,594 $3.2M
Graphene Investments SAS 2.05% No change 20,500 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -5.5% 20,416 $3.1M
OMERS ADMINISTRATION Corp 0.02% No change 19,874 $3.0M
Gotham Asset Management 0.02% Add +0.1% 19,696 $3.0M
Woodline Partners LP 0.02% Add +26.1% 19,643 $3.0M
Millstone Evans Group, LLC 2.05% Reduce -0.2% 19,625 $3.0M
STRS Ohio 0.01% Add +47.6% 19,561 $3.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.2% 19,549 $3.0M
Center for Financial Planning, Inc. 0.34% No change 19,531 $3.0M
Bank of Nova Scotia 0.01% Reduce -0.7% 19,473 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -2.0% 19,301 $3.0M
Cerity Partners LLC 0.01% Reduce -2.5% 19,228 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.4% 18,849 $2.9M
Vident Advisory, LLC 0.03% Add +245.5% 18,766 $2.9M
Crossmark Global Holdings, Inc. 0.05% Reduce -20.6% 18,627 $2.9M
Jain Global LLC 0.05% Add +281.9% 18,486 $2.8M
Avantax Advisory Services, Inc. 0.01% Add +0.0% 17,634 $2.7M
Mgo One Seven LLC 0.09% Reduce -3.3% 17,633 $2.7M
HighTower Advisors, LLC 0.00% Add +2.2% 17,403 $2.7M
Wellspring Financial Advisors, LLC 0.24% Add +0.1% 17,368 $2.7M
Tredje AP-fonden 0.02% Add +10.0% 17,233 $2.6M
Candriam S.C.A. 0.01% Reduce -2.5% 16,778 $2.6M
NEOS Investment Management LLC 0.03% Add +27.2% 16,672 $2.5M
Pacer Advisors, Inc. 0.01% Add +46.5% 16,587 $2.5M
Nordea Investment Management AB 0.00% Add +6.0% 16,650 $2.5M
Aquatic Capital Management LLC 0.05% Reduce -58.3% 16,525 $2.5M
Aft, Forsyth & Sober, LLC 0.85% Add +3.5% 16,500 $2.5M
Stance Capital LLC 0.94% New 16,355 $2.5M
Quantbot Technologies LP 0.06% Reduce -47.3% 16,210 $2.5M
Cibc World Market Inc. 0.01% Add +88.5% 15,800 $2.4M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.6% 15,710 $2.4M
V-Square Quantitative Management LLC 0.32% Add +223.3% 15,602 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -8.8% 15,599 $2.4M
Inceptionr LLC 0.53% Add +324.7% 15,050 $2.3M
Apollon Wealth Management, LLC 0.04% Add +11.4% 14,844 $2.3M
White Pine Capital LLC 0.71% Reduce -2.0% 14,524 $2.2M
Concurrent Investment Advisors, LLC 0.04% Add +90.3% 14,473 $2.2M
NorthCoast Asset Management LLC 0.01% Add +17.0% 14,392 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.7% 14,343 $2.2M
Davis Investment Partners, LLC 0.79% No change 14,197 $2.2M
Capstone Investment Advisors, LLC 0.02% Add +740.3% 14,234 $2.2M
High Net Worth Advisory Group LLC 0.57% Reduce -2.5% 14,134 $2.2M
&partners 0.02% Add +22.4% 14,105 $2.2M
Cullen Capital Management, LLC 0.02% Add +7.4% 14,087 $2.2M
Sciencast Management LP 0.45% Add +23.0% 14,063 $2.2M
Y-Intercept (Hong Kong) Ltd 0.05% Add +38.7% 13,859 $2.1M
Park Avenue Securities LLC 0.02% New 13,837 $2.1M
Mediolanum International Funds Ltd 0.02% Reduce -8.7% 13,587 $2.1M
Heritage Wealth Advisors 0.10% No change 13,416 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Add +0.9% 13,349 $2.0M
William B. Walkup & Associates, Inc. 1.20% No change 13,335 $2.0M
QRG Capital Management, Inc. 0.02% Add +4.2% 13,151 $2.0M
Empire Life Investments Inc. 0.13% Reduce -1.8% 13,114 $2.0M
Stablepoint Partners, LLC 0.34% Add +2.6% 13,035 $2.0M
Kentucky Retirement Systems 0.06% Reduce -6.2% 12,984 $2.0M
M&T Bank Corp 0.01% Add +2.5% 12,913 $2.0M
Alpine Woods Capital Investors, LLC 0.47% No change 12,900 $2.0M
Elo Mutual Pension Insurance Co 0.04% Reduce -6.7% 12,894 $2.0M
Mizuho Securities USA LLC 0.04% — 12,548 $1.9M
Wealthfront Advisers LLC 0.01% Add +46.7% 12,540 $1.9M
Natixis 0.01% Add +33.0% 12,428 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -13.1% 12,266 $1.9M
Klingman & Associates, LLC 0.10% Add +0.3% 12,239 $1.9M
Banque Cantonale Vaudoise 0.08% Reduce -14.8% 12,203 $1.9M
Dean Capital Management 0.75% Add +5.7% 11,942 $1.8M
Barnes Pettey Financial Advisors, LLC 1.20% Add +0.4% 11,737 $1.8M
Bank of New Hampshire 0.44% Add +6.2% 11,504 $1.8M
Allen Investment Management, LLC 0.02% No change 11,150 $1.7M
Oarsman Capital, Inc. 0.27% Add +2.5% 11,143 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -74.8% 11,104 $1.7M
Hartford Investment Management Co. 0.05% Reduce -1.5% 11,029 $1.7M
Keybank National Association 0.01% Reduce -1.4% 10,964 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -10.4% 10,830 $1.7M
Wedmont Private Capital 0.07% Add +0.4% 10,361 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +1.2% 10,610 $1.6M
SPC Financial, Inc. 0.14% Reduce -3.6% 10,556 $1.6M
Norinchukin Bank, The 0.02% Add +6.9% 10,499 $1.6M
Montag & Caldwell, LLC 0.35% Add +1.8% 10,426 $1.6M
King Luther Capital Management Corp. 0.01% No change 10,399 $1.6M
Metis Global Partners, LLC 0.04% Reduce -7.4% 10,301 $1.6M
Meridian Wealth Advisors, LLC 0.25% No change 10,154 $1.6M
Virtus Investment Advisers, LLC 0.52% Add +21.8% 10,088 $1.5M
HUB Investment Partners, LLC 0.05% Reduce -15.9% 10,035 $1.5M
Gulf International Bank (UK) Ltd 0.05% Reduce -10.9% 9,917 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -1.7% 9,871 $1.5M
Atlas Wealth LLC 0.74% No change 9,740 $1.5M
Tower Bridge Advisors 0.16% No change 9,704 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +55.6% 9,660 $1.5M
Golden Road Advisors LLC 0.98% New 9,622 $1.5M
Elevation Point Wealth Partners, LLC 0.12% Add +10.5% 9,622 $1.5M
Florida Trust Wealth Management Co 0.05% No change 9,615 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -3.0% 9,600 $1.5M
Curi Capital, LLC 0.03% Add +5.6% 9,542 $1.5M
D. E. Shaw & Co. 0.00% Reduce -83.2% 9,534 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -2.2% 9,453 $1.4M
Glenmede Investment Management, LP 0.01% — 9,351 $1.4M
Commerce Bank 0.01% Reduce -0.4% 9,295 $1.4M
Cumberland Partners Ltd 0.10% Add +18.2% 9,100 $1.4M
Bill Few Associates, Inc. 0.39% No change 9,095 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -26.1% 9,090 $1.4M
HRT Financial LP 0.01% New 9,085 $1.4M
RFG - Bristol Wealth Advisors, LLC 0.43% Reduce -4.7% 9,074 $1.4M
Gladstone Institutional Advisory LLC 0.06% Add +4.7% 9,061 $1.4M
Intech Investment Management LLC 0.01% Reduce -47.4% 9,030 $1.4M
Vestcor Inc 0.04% Add +9.5% 9,008 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -6.3% 8,886 $1.4M
ING Groep NV 0.01% Add +6.2% 8,781 $1.3M
Landscape Capital Management, L.L.C. 0.10% Reduce -46.9% 8,682 $1.3M
Peak Planning Group, LLC 0.84% Reduce -7.4% 8,604 $1.3M
New Mexico Educational Retirement Board 0.04% No change 8,575 $1.3M
Voleon Capital Management LP 0.07% Reduce -49.3% 8,515 $1.3M
Chiron Capital Management, LLC 1.13% Reduce -2.3% 8,450 $1.3M
JT Stratford LLC 0.20% Reduce -10.0% 8,448 $1.3M
Nilsine Partners, LLC 0.13% New 8,399 $1.3M
Signaturefd, LLC 0.02% Reduce -1.0% 8,338 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -1.1% 8,294 $1.3M
Engineers Gate Manager LP 0.02% Add +53.8% 8,207 $1.3M
CPC Advisors, LLC 0.16% Add +0.1% 8,091 $1.2M
E. Ohman J:or Asset Management AB 0.03% Reduce -4.7% 8,057 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% No change 8,001 $1.2M
Trust Co. of Toledo NA 0.14% Reduce -2.0% 7,998 $1.2M
Capital Investment Advisors, LLC 0.02% Add +0.9% 7,629 $1.2M
One Plus One Wealth Management, LLC 0.63% Add +0.0% 7,559 $1.2M
Oxford Financial Group, LTD. LLC 0.07% No change 7,558 $1.2M
Moody National Bank Trust Division 0.11% Reduce -4.8% 7,489 $1.1M
Board of the Pension Protection Fund 1.23% Add +27.6% 7,400 $1.1M
Achmea Investment Management B.V. 0.01% No change 7,301 $1.1M
West Michigan Advisors, LLC 0.32% No change 7,290 $1.1M
Fulton Bank, N.A. 0.04% Add +166.2% 7,257 $1.1M
Formidable Asset Management, LLC 0.18% No change 7,803 $1.1M
FORA Capital, LLC 0.12% Reduce -83.5% 7,063 $1.1M
GHP Investment Advisors, Inc. 0.05% Add +6.8% 6,973 $1.1M
Intellus Advisors LLC 0.16% Add +28.2% 6,899 $1.1M
Twin Capital Management Inc. 0.11% Reduce -2.8% 6,805 $1.0M
Muirfield Wealth Advisors LLC 0.82% Add +0.4% 6,745 $1.0M
Uniting Wealth Partners, LLC 0.39% No change 6,606 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -2.5% 6,603 $1.0M
NorthCrest Asset Manangement, LLC 0.03% Reduce -0.3% 6,309 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 6,574 $1.0M
Yorktown Management & Research Co Inc 0.94% No change 6,450 $989K
Empirical Finance, LLC 0.05% Add +0.7% 6,433 $987K
Investment Management Corp of Ontario 0.01% Reduce -11.1% 6,424 $985K
Savant Capital, LLC 0.01% Add +223.8% 6,370 $977K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,311 $968K
Staley Capital Advisers Inc. 0.04% No change 6,250 $959K
Cadent Capital Advisors, LLC 0.31% Add +187.2% 6,246 $958K
Stephens Inc. 0.01% Reduce -2.1% 6,205 $952K
Virtu Financial LLC 0.05% New 6,080 $932K
Prudential PLC 0.01% Reduce -79.2% 6,043 $927K
Bridgewater Advisors Inc. 0.07% Reduce -0.1% 5,505 $925K
Intrust Bank NA 0.08% Reduce -1.1% 5,966 $915K
Belpointe Asset Management LLC 0.04% Add +7.7% 5,947 $912K
Bradley Foster & Sargent Inc. 0.01% No change 5,858 $898K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.2% 5,792 $888K
Brooklyn Investment Group 0.12% Add +221.0% 5,756 $883K
Sequoia Financial Advisors, LLC 0.01% Add +78.0% 5,750 $882K
MGB Wealth Management, LLC 0.29% No change 5,703 $875K
Systematic Alpha Investments, LLC 0.03% No change 5,700 $874K
Empirical Asset Management, LLC 0.27% Add +24.6% 5,661 $868K
D.A. Davidson & Co. 0.01% Add +0.4% 5,623 $862K
Ontario Teachers Pension Plan Board 0.02% Add +179.4% 5,560 $853K
Norden Group LLC 0.09% Reduce -3.0% 5,533 $849K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -6.5% 5,511 $845K
Intact Investment Management Inc. 0.03% Reduce -36.8% 5,500 $844K
Gateway Investment Advisers LLC 0.01% Reduce -0.7% 5,398 $828K
Signature Wealth Management Group 0.32% Reduce -3.6% 5,365 $823K
GAMMA Investing LLC 0.05% Add +9.9% 5,340 $819K
J.W. Cole Advisors, Inc. 0.02% Add +58.4% 5,264 $807K
HBK Sorce Advisory LLC 0.02% Reduce -0.9% 5,261 $807K
Citadel Advisors 0.00% Reduce -83.9% 5,160 $791K
Campbell & CO Investment Adviser LLC 0.05% Reduce -89.4% 5,150 $790K
Covenant Partners, LLC 0.23% No change 5,093 $781K
Fairtree Asset Management (Pty) Ltd 0.59% No change 5,067 $777K
Cookson Peirce & Co. Inc. 0.03% Add +5.2% 5,064 $777K
Wetzel Investment Advisors, Inc. 0.35% No change 5,029 $771K
Empowered Funds, LLC 0.01% Add +21.7% 5,042 $771K
Applied Finance Capital Management, LLC 0.05% Add +6.2% 4,995 $766K
Blue Trust, Inc. 0.01% Add +7.2% 4,966 $762K
Tranquility Partners, LLC 0.27% Reduce -0.5% 4,944 $758K
Van Eck Associates Corp. 0.00% New 4,870 $747K
Skylands Capital, LLC 0.11% No change 4,787 $732K
Net Worth Advisory Group 0.16% Add +9.8% 4,764 $731K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.4% 4,738 $727K
Calydon Capital 0.07% Reduce -3.8% 4,671 $716K
one8zero8, LLC 0.17% No change 4,637 $711K
Forum Financial Management, LP 0.01% Add +0.0% 4,502 $690K
Integrated Wealth Concepts LLC 0.01% New 4,476 $686K
Quadrant Capital Group LLC 0.02% Add +13.4% 4,431 $680K
Johnson Investment Counsel Inc. 0.01% Add +0.2% 4,324 $663K
Global Financial Private Client, LLC 0.25% Add +0.3% 4,309 $661K
NorthRock Partners, LLC 0.02% Add +4.3% 4,281 $657K
Merit Financial Group, LLC 0.01% New 4,174 $640K
Harrell Investment Partners, LLC 0.16% Add +0.4% 4,169 $639K
Coldstream Capital Management Inc. 0.01% Reduce -0.2% 4,129 $633K
Whalen Wealth Management Inc. 0.40% New 4,124 $632K
Guinness Asset Management LTD 0.01% Add +2.4% 4,118 $632K
BOK Financial Private Wealth, Inc. 0.04% Add +29.4% 4,097 $628K
Great Valley Advisor Group, Inc. 0.01% Add +1.5% 4,076 $625K
Tidal Investments LLC 0.00% Reduce -60.1% 4,077 $623K
Mufg Securities Americas Inc. 0.05% Add +23.3% 4,024 $617K
Fox Run Management, L.L.C. 0.10% Reduce -64.9% 4,015 $616K
NJ State Employees Deferred Compensation Plan 0.07% No change 4,000 $613K
Tudor Investment Corporation 0.00% New 3,990 $612K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -12.1% 3,863 $592K
Guggenheim Capital LLC 0.00% Add +3.6% 3,820 $586K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -13.9% 3,744 $574K
First Eagle Investment Management, LLC 0.00% Reduce -12.2% 3,720 $571K
ABLE Financial Group, LLC 0.14% Add +31.2% 3,666 $562K
Gsa Capital Partners LLP 0.04% Reduce -68.0% 3,649 $560K
Balyasny Asset Management L.P. 0.00% Reduce -13.4% 3,642 $559K
Hudson Bay Capital Management LP 0.00% New 3,609 $554K
Jones Financial Companies LLLP 0.00% Add +26.8% 3,611 $553K
Westerkirk Capital Inc. 0.07% — 3,600 $552K
Sowell Financial Services LLC 0.02% Reduce -23.5% 3,600 $552K
Choreo, LLC 0.01% Add +4.3% 3,569 $547K
Shell Asset Management Co. 0.02% Reduce -6.1% 3,550 $544K
Nvwm, LLC 0.13% Add +1.1% 3,537 $542K
Beverly Hills Private Wealth, LLC 0.10% Reduce -8.4% 3,485 $534K
HB Wealth Management, LLC 0.00% Reduce -8.9% 3,483 $534K
Texas Yale Capital Corp. 0.02% No change 3,445 $528K
Visionary Wealth Advisors 0.03% Add +0.0% 3,405 $522K
Aspen Grove Capital, LLC 0.09% Add +0.2% 3,391 $520K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +7.1% 3,365 $516K
Fifth Third Wealth Advisors LLC 0.02% Reduce -6.2% 3,357 $515K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 3,313 $508K
Waterloo Capital, L.P. 0.04% Add +2.0% 3,302 $506K
Bessemer Group Inc. 0.00% Reduce -0.0% 3,294 $505K
Laurion Capital Management LP 0.06% New 3,268 $501K
Atlanta Consulting Group Advisors, LLC 0.14% No change 3,241 $497K
Oppenheimer & Co. Inc. 0.01% New 3,239 $497K
Tectonic Advisors LLC 0.03% Add +2.6% 3,199 $491K
Dock Street Asset Management Inc. 0.05% No change 3,196 $490K
ASR Vermogensbeheer N.V. 0.01% Add +6.2% 3,169 $486K
Vise Technologies, Inc. 0.02% — 3,142 $482K
Wealthcare Advisory Partners LLC 0.01% Reduce -17.2% 3,133 $481K
Shulman DeMeo Asset Management LLC 0.12% Reduce -0.4% 3,126 $479K
Venturi Wealth Management, LLC 0.02% Reduce -6.5% 3,101 $476K
Horizon Investments, LLC 0.01% Add +17.0% 3,096 $473K
Novak & Powell Financial Services, Inc. 0.33% No change 3,073 $471K
Greenleaf Trust 0.00% Add +11.6% 3,052 $468K
Quad-Cities Investment Group, LLC 0.21% Add +0.3% 3,045 $467K
Rehmann Capital Advisory Group 0.03% Add +14.3% 3,036 $466K
Brighton Jones LLC 0.01% Add +5.9% 3,031 $465K
Kestra Private Wealth Services, LLC 0.01% Add +0.9% 2,993 $459K
Cambridge Investment Research Advisors, Inc. 0.00% Add +25.0% 2,972 $456K
Prospera Financial Services Inc 0.01% Add +0.7% 2,927 $449K
Townsquare Capital LLC 0.04% Reduce -86.9% 2,920 $448K
Wolverine Trading, LLC 0.01% Reduce -33.4% 2,920 $447K
Kingsview Wealth Management, LLC 0.01% New 2,893 $444K
Collective Family Office LLC 0.11% Add +1.3% 2,888 $443K
Level Four Advisory Services, LLC 0.02% Add +2.4% 2,880 $442K
Bayforest Capital Ltd 0.19% Reduce -42.4% 2,857 $438K
Canada Post Corp Registered Pension Plan 0.03% New 2,853 $438K
Argus Investors' Counsel, Inc. 0.31% Reduce -6.3% 2,830 $434K
Great Lakes Retirement, Inc. 0.05% Reduce -7.3% 2,830 $434K
Pine Valley Investments Ltd Liability Co 0.03% Add +2.6% 2,773 $425K
Phillips Wealth Planners LLC 0.38% Add +0.3% 2,690 $424K
Stonebrook Private Inc. 0.10% Add +5.5% 2,760 $423K
MTM Investment Management, LLC 0.14% No change 2,752 $422K
FORM Wealth Advisors, LLC 0.05% Add +0.4% 2,737 $420K
Vontobel Holding Ltd. 0.00% Reduce -0.7% 2,730 $419K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 2,726 $418K
Ballentine Partners, LLC 0.01% Add +12.9% 2,718 $417K
Jefferies Financial Group Inc. 0.01% Reduce -85.5% 2,692 $413K
Huntington National Bank 0.00% Reduce -11.3% 2,686 $412K
Agate Pass Investment Management, LLC 0.17% No change 2,682 $411K
Samalin Investment Counsel, LLC 0.16% Reduce -5.0% 2,644 $406K
Callan Family Office, LLC 0.01% New 2,614 $401K
IFP Advisors, Inc 0.01% Reduce -2.5% 2,258 $397K
Blue Chip Partners, LLC 0.03% Add +0.8% 2,585 $396K
Checchi Capital Advisers, LLC 0.03% Reduce -4.7% 2,584 $396K
Catalyst Capital Advisors LLC 0.01% No change 2,560 $393K
Calton & Associates, Inc. 0.07% No change 2,550 $391K
Legacy Wealth Asset Management, LLC 0.10% Add +8.3% 2,545 $390K
Syon Capital LLC 0.03% Add +16.8% 2,539 $389K
Summit Trail Advisors, LLC 0.01% New 2,529 $388K
Smartleaf Asset Management LLC 0.03% Reduce -16.3% 2,516 $386K
Clarus Group, Inc. 0.14% No change 2,500 $383K
Cornerstone Wealth Group, LLC 0.03% Add +5.4% 2,497 $383K
First United Bank & Trust 0.13% Add +136.0% 2,490 $382K
Versor Investments LP 0.07% New 2,476 $380K
Ostrum Asset Management 0.02% Reduce -2.8% 2,470 $379K
Qtron Investments LLC 0.05% Reduce -64.6% 2,454 $376K
Evercore Wealth Management, LLC 0.01% No change 2,428 $372K
Darwin Wealth Management, LLC 0.13% Add +0.4% 2,423 $372K
denkapparat Operations GmbH 0.30% No change 2,416 $371K
Salem Investment Counselors Inc. 0.01% No change 2,413 $370K
Morey & Quinn Wealth Partners, LLC 0.30% Reduce -0.0% 2,410 $370K
Westpac Banking Corp. 0.02% Reduce -10.8% 2,406 $369K
Drive Wealth Management, LLC 0.08% Reduce -2.2% 2,400 $368K
Sagespring Wealth Partners, LLC 0.01% Add +24.2% 2,400 $368K
Portside Wealth Group, LLC 0.05% Reduce -3.9% 2,372 $364K
DRW Securities, LLC 0.03% New 2,352 $361K
Profund Advisors LLC 0.01% Reduce -9.3% 2,351 $361K
Harbor Investment Advisory, LLC 0.03% No change 2,317 $355K
Horizon Advisory Services, Inc. 0.19% Add +0.6% 2,285 $350K
Qsemble Capital Management, LP 0.03% New 2,274 $349K
Exchange Traded Concepts, LLC 0.00% Reduce -46.1% 2,271 $348K
Flagship Harbor Advisors, LLC 0.02% Add +0.5% 2,270 $348K
Brown Advisory Inc. 0.00% Add +15.1% 2,268 $348K
Alliance Wealth Advisors, LLC 0.08% Reduce -3.8% 2,240 $344K
Diversify Advisory Services, LLC 0.01% New 2,021 $340K
Arbor Investment Advisors, LLC 0.04% No change 2,183 $335K
Meeder Advisory Services, Inc. 0.02% Add +4.6% 2,143 $329K
Snowden Capital Advisors LLC 0.01% Reduce -26.4% 2,140 $328K
Essex Financial Services, Inc. 0.02% Add +10.6% 2,122 $325K
Trust Asset Management LLC 0.02% No change 2,119 $325K
Praxis Investment Management Inc. 0.02% Reduce -38.3% 2,080 $319K
Revolve Wealth Partners, LLC 0.04% Reduce -0.4% 2,072 $318K
Cresset Asset Management, LLC 0.00% New 2,047 $314K
Confluence Wealth Services, Inc. 0.02% Reduce -54.6% 2,023 $310K
Principle Wealth Partners LLC 0.02% Add +0.3% 2,005 $308K
Integrated Investment Consultants, LLC 0.06% New 2,001 $307K
EP Wealth Advisors, LLC 0.00% Add +30.9% 1,971 $302K
Allred Capital Management, LLC 0.11% Add +1.4% 1,962 $301K
Berry Wealth Group, LP 0.21% Reduce -6.8% 1,961 $301K
Synovus Financial Corp. 0.00% Reduce -49.8% 1,955 $300K
Focus Partners Advisor Solutions, LLC 0.00% Add +22.3% 1,944 $298K
CX Institutional 0.01% Reduce -12.7% 1,934 $297K
Mather Group, Llc. 0.00% Add +2.0% 1,918 $294K
Morningstar Investment Management LLC 0.03% New 1,912 $293K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -30.0% 1,901 $292K
Novare Capital Management LLC 0.02% Add +0.2% 1,884 $289K
Valeo Financial Advisors, LLC 0.01% Add +0.4% 1,863 $286K
Dynamic Advisor Solutions LLC 0.01% Reduce -10.0% 1,852 $284K
Cigna Investments Inc. 0.05% Reduce -9.5% 1,850 $284K
Southeast Asset Advisors, LLC 0.03% No change 1,846 $283K
NewEdge Wealth, LLC 0.00% Reduce -0.1% 1,733 $283K
GC Wealth Management RIA, LLC 0.02% New 1,829 $281K
MBB Public Markets I LLC 0.03% Reduce -18.6% 1,813 $278K
First Bank & Trust 0.05% No change 1,807 $277K
Annis Gardner Whiting Capital Advisors, LLC 0.10% No change 1,806 $277K
Abc Arbitrage SA 0.03% Reduce -42.5% 1,798 $276K
CENTRAL TRUST Co 0.01% No change 1,787 $274K
Blair William & Co. 0.00% New 1,773 $272K
Dynasty Wealth Management, LLC 0.00% Reduce -12.2% 1,771 $272K
Jump Financial, LLC 0.00% Reduce -97.2% 1,748 $268K
HighPoint Advisor Group LLC 0.01% Reduce -3.0% 1,737 $266K
Principal Securities, Inc. 0.01% Reduce -17.1% 1,735 $266K
Private Advisor Group, LLC 0.00% New 1,731 $265K
Berkshire Asset Management LLC 0.01% No change 1,729 $265K
Stratos Wealth Advisors, LLC 0.01% Reduce -7.1% 1,726 $265K
Great Lakes Advisors, LLC 0.00% Add +5.7% 1,720 $264K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.9% 1,714 $263K
Archer Investment Corp 0.06% New 1,695 $260K
Central Bank & Trust Co. 0.04% Reduce -1.5% 1,690 $259K
Edmp, Inc. 0.22% No change 1,662 $255K
Parallel Advisors, LLC 0.01% Reduce -30.7% 1,651 $253K
Vestmark Advisory Solutions, Inc. 0.00% New 1,647 $253K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,638 $251K
Ellevest, Inc. 0.04% Reduce -40.9% 1,619 $248K
Aspire Growth Partners LLC 0.20% No change 1,613 $247K
Nicolet Advisory Services, LLC 0.02% New 1,516 $247K
Evergreen Capital Management LLC 0.01% Add +3.3% 1,609 $247K
Patton Fund Management, Inc. 0.05% New 1,602 $246K
Boothbay Fund Management, LLC 0.01% Reduce -70.4% 1,600 $245K
Gitterman Wealth Management, LLC 0.06% New 1,596 $245K
Carson Advisory Inc. 0.15% No change 1,586 $243K
XTX Topco Ltd 0.01% Reduce -94.9% 1,581 $242K
Pitcairn Co. 0.02% Reduce -36.0% 1,568 $240K
Lebenthal Global Advisors, LLC 0.04% New 1,561 $239K
Eldridge Investment Advisors, Inc. 0.05% No change 1,563 $239K
RBA Wealth Management, LLC 0.09% Reduce -2.8% 1,523 $234K
Winebrenner Capital Management LLC 0.19% Reduce -0.3% 1,519 $233K
FSM Wealth Advisors, LLC 0.04% New 1,476 $232K
Dorsey & Whitney Trust CO LLC 0.01% Add +3.8% 1,509 $231K
Deane Retirement Strategies, Inc. 0.10% No change 1,507 $231K
Advisory Services Network, LLC 0.00% New 1,368 $229K
Perigon Wealth Management, LLC 0.01% New 1,447 $222K
Kooman & Associates 0.07% Add +0.3% 1,447 $222K
AlphaQuest LLC 0.02% Reduce -88.3% 1,432 $220K
Cordgrass Capital Advisors, LLC 0.06% New 1,430 $219K
Inscription Capital, LLC 0.03% New 1,428 $219K
Moseley Investment Management Inc. 0.08% New 1,425 $219K
Compound Planning, Inc. 0.01% New 1,418 $217K
Cohen & Steers, Inc. 0.00% No change 1,400 $215K
CTC Alternative Strategies, Ltd. 0.19% New 1,400 $215K
Market Street Wealth Management Advisors LLC 0.03% New 1,390 $213K
Lido Advisors, LLC 0.00% New 1,383 $212K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,380 $212K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -8.3% 1,379 $211K
Independent Financial Group, LLC 0.01% New 1,367 $210K
Journey Strategic Wealth LLC 0.01% New 1,359 $208K
Hamilton Capital Partners Inc. 0.01% No change 1,358 $208K
Sovereign Financial Group, Inc. 0.04% New 1,351 $207K
Sax Wealth Advisors, LLC 0.01% New 1,345 $206K
Graypoint LLC 0.01% New 1,343 $206K
GTS Securities LLC 0.01% New 1,334 $205K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,332 $204K
Personal Cfo Solutions, LLC 0.04% New 1,326 $203K
Sebold Capital Management, Inc. 0.13% New 1,323 $203K
Letson Investment Management, Inc. 0.08% New 1,305 $200K
EverSource Wealth Advisors, LLC 0.01% Add +137.3% 1,184 $182K
Bruce G. Allen Investments, LLC 0.13% Add +2.3% 1,132 $174K
Steph & Co. 0.06% Reduce -22.7% 1,114 $171K
First Horizon Advisors, Inc. 0.00% Reduce -12.7% 1,109 $170K
Park Place Capital Corp 0.04% No change 1,062 $164K
Fourth Dimension Wealth, LLC 0.07% Add +23.2% 1,053 $162K
Farther Finance Advisors, LLC 0.00% Add +3.7% 1,031 $158K
Penserra Capital Management LLC 0.00% Add +11.7% 1,020 $155K
UMB Bank, n.a. 0.00% Reduce -84.5% 999 $153K
Kentucky Trust Co 0.09% No change 980 $150K
Colonial Trust Co / SC 0.02% Add +30.6% 974 $149K
Caldwell Trust Co 0.01% No change 869 $133K
Arlington Trust Co LLC 0.03% Add +2.3% 849 $130K
Allworth Financial LP 0.00% Add +10.9% 826 $127K
Brown Brothers Harriman & Co. 0.00% Add +30.5% 817 $125K
Assetmark, Inc. 0.00% Add +63.5% 806 $124K
CI Investments Inc. 0.00% Add +5.0% 803 $123K
Federated Hermes, Inc. 0.00% Reduce -2.5% 794 $122K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.0% 764 $117K
DT Investment Partners, LLC 0.01% No change 719 $110K
Addison Advisors LLC 0.03% Add +2.9% 717 $110K
Neo Ivy Capital Management 0.03% New 702 $107K
Parkside Financial Bank & Trust 0.01% Add +16.9% 698 $107K
Larson Financial Group LLC 0.00% Add +114.8% 698 $107K
Covestor Ltd 0.06% Add +19.2% 646 $100K
Delta Asset Management LLC 0.01% No change 600 $92K
Global Retirement Partners, LLC 0.00% — 597 $92K
Versant Capital Management, Inc 0.01% Add +209.9% 592 $91K
Loomis Sayles & Co. L P 0.00% No change 579 $89K
CVA Family Office, LLC 0.01% Add +18.8% 570 $87K
MAI Capital Management 0.00% Add +46.0% 559 $86K
Sentry Investment Management LLC 0.05% No change 541 $85K
Spire Wealth Management 0.00% Add +2533.3% 553 $85K
HM Payson & Co. 0.00% No change 550 $84K
MUFG Securities EMEA plc 0.00% New 543 $83K
Capital Advisors, Ltd. LLC 0.01% Add +0.9% 531 $81K
Rothschild Investment LLC 0.01% Add +4.0% 515 $79K
Foster Dykema Cabot & Partners, LLC 0.01% No change 500 $77K
Arax Advisory Partners 0.00% Add +333.9% 499 $77K
Cromwell Holdings LLC 0.05% Add +4.6% 496 $76K
CYBER HORNET ETFs LLC 0.05% New 493 $76K
GeoWealth Management, LLC 0.00% Reduce -6.6% 480 $74K
Resources Management Corp. /CT/ 0.01% No change 472 $72K
Whittier Trust Co. 0.00% No change 434 $67K
State of Wyoming 0.01% Reduce -91.0% 430 $66K
Private Trust Co. NA 0.01% Add +9.4% 418 $64K
Ameritas Advisory Services, LLC 0.00% New 414 $64K
Clearstead Advisors, LLC 0.00% Add +60.1% 405 $62K
Manchester Capital Management LLC 0.01% Add +1.8% 403 $62K
South Dakota Investment Council 0.00% Add +300.0% 400 $61K
Trust Co 0.01% No change 379 $58K
TD Capital Management LLC 0.01% New 375 $58K
Plante Moran Financial Advisors, LLC 0.00% No change 375 $58K
Zions Bancorporation, National Association 0.00% Reduce -13.9% 373 $57K
Alerus Financial NA 0.00% New 363 $56K
TD Private Client Wealth LLC 0.00% Add +47.2% 337 $52K
JFS Wealth Advisors, LLC 0.00% Reduce -1.3% 300 $46K
Operose Advisors LLC 0.01% No change 300 $46K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 289 $44K
TCTC Holdings, LLC 0.00% No change 287 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $41K
Future Financial Wealth Managment LLC 0.03% No change 259 $40K
Riggs Asset Managment Co. Inc. 0.01% No change 250 $38K
Princeton Global Asset Management LLC 0.01% Add +69.0% 245 $38K
Hemington Wealth Management 0.01% Add +20.9% 243 $37K
Plato Investment Management Ltd 0.00% No change 217 $33K
Central Pacific Bank - Trust Division 0.00% Add +16.9% 214 $33K
Alpine Bank Wealth Management 0.00% No change 197 $30K
Deseret Mutual Benefit Administrators 0.01% No change 192 $29K
Meeder Asset Management Inc. 0.00% Add +22.1% 182 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 179 $27K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 175 $27K
Valley National Advisers Inc. 0.00% Reduce -2.3% 172 $26K
Creative Financial Designs Inc. 0.00% Reduce -0.6% 165 $25K
Bell Investment Advisors, Inc 0.00% Add +12.1% 158 $24K
Essential Partners LLC 0.01% — 152 $23K
Rossby Financial, LCC 0.01% No change 150 $23K
Johnson Financial Group, Inc. 0.00% Reduce -83.3% 150 $23K
Accredited Wealth Management, LLC 0.02% No change 149 $23K
Ascentis Wealth Management, LLC 0.01% Reduce -78.6% 142 $22K
Whittier Trust Co. of Nevada Inc. 0.00% Add +725.0% 132 $20K
Cornerstone Planning Group LLC 0.00% Reduce -16.6% 121 $20K
Birchbrook, Inc. 0.01% No change 131 $20K
WPG Advisers, LLC 0.02% Reduce -18.6% 131 $20K
Fortitude Family Office, LLC 0.01% Add +23.3% 127 $19K
Rise Advisors, LLC 0.01% No change 126 $19K
Raffa Wealth Management, LLC 0.00% Add +359.3% 124 $19K
Lanark Financial, Inc. 0.00% New 126 $19K
GW&K Investment Management, LLC 0.00% Add +11.4% 127 $19K
Summit Securities Group LLC 0.01% Reduce -73.5% 122 $19K
Smithfield Trust Co 0.00% No change 120 $18K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.3% 117 $18K
Raiffeisen Bank International AG 0.00% No change 116 $18K
NewSquare Capital LLC 0.00% Add +28.7% 112 $17K
Prestige Wealth Management Group LLC 0.00% No change 111 $17K
MV Capital Management, Inc. 0.00% Reduce -2.7% 108 $17K
SouthState Bank Corp 0.00% Add +2.9% 107 $16K
Clearstead Trust, LLC 0.00% New 104 $16K
Harbour Investments, Inc. 0.00% Reduce -23.8% 96 $15K
Duncker Streett & Co. Inc. 0.00% No change 82 $13K
Barnes Dennig Private Wealth Management LLC 0.01% New 80 $12K
Glen Eagle Advisors, LLC 0.00% Add +21.2% 80 $12K
Golden State Wealth Management, LLC 0.00% No change 75 $12K
Solstein Capital, LLC 0.01% New 74 $11K
Creative Capital Management Investments LLC 0.00% No change 74 $11K
Westside Investment Management, Inc. 0.00% New 73 $11K
Activest Wealth Management 0.00% Add +620.0% 72 $11K
Cullen/Frost Bankers, Inc. 0.00% New 68 $10K
Private Wealth Management Group, LLC 0.00% Add +1.6% 62 $10K
Key Financial Inc 0.00% No change 62 $10K
Anchor Investment Management, LLC 0.00% No change 61 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 54 $9K
Pacific Center for Financial Services 0.00% No change 58 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +42.5% 57 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 56 $9K
Richardson Capital Management LLC 0.00% No change 55 $8K
NFSG Corp 0.00% No change 50 $8K
Aspect Partners, LLC 0.00% No change 48 $7K
Financial Management Professionals, Inc. 0.00% Add +50.0% 48 $7K
FSA Wealth Management LLC 0.00% No change 45 $7K
Retirement Wealth Solutions LLC 0.01% No change 45 $7K
Washington Trust Advisors, Inc. 0.00% Add +16.2% 43 $7K
Wolff Wiese Magana LLC 0.00% Reduce -80.3% 40 $6K
Avion Wealth 0.00% Add +36.4% 45 $6K
Howard Hughes Medical Institute 0.00% New 39 $6K
Cranbrook Wealth Management, LLC 0.00% No change 38 $6K
South Plains Financial, Inc. 0.00% No change 36 $6K
Investors Research Corp 0.00% No change 35 $5K
PFS Partners, LLC 0.00% New 34 $5K
Trust Co. of Vermont 0.00% Reduce -45.2% 34 $5K
Bartlett & Co. Wealth Management LLC 0.00% Add +3300.0% 34 $5K
McIlrath & Eck, LLC 0.00% Add +3.0% 34 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +37.0% 37 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $5K
TD Waterhouse Canada Inc. 0.00% Reduce -81.9% 30 $5K
Asset Dedication, LLC 0.00% No change 30 $5K
CoreCap Advisors, LLC 0.00% Add +100.0% 28 $4K
Sachetta, LLC 0.00% Add +58.8% 27 $4K
WealthTrak Capital Management LLC 0.00% Add +66.7% 25 $4K
Abound Wealth Management 0.00% No change 23 $4K
Ossiam 0.00% Reduce -97.4% 23 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -30.0% 21 $3K
Kilter Group LLC 0.00% New 20 $3K
Eastern Bank 0.00% Reduce -78.0% 20 $3K
Albion Financial Group 0.00% No change 19 $3K
Webster Bank, N. A. 0.00% New 19 $3K
Sierra Ocean, LLC 0.00% No change 18 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
Geneos Wealth Management Inc. 0.00% Add +100.0% 18 $3K
SBI Securities Co., Ltd. 0.00% No change 17 $3K
Dunhill Financial, LLC 0.00% Reduce -5.9% 16 $3K
C M Bidwell & Associates Ltd. 0.00% No change 16 $2K
Bogart Wealth, LLC 0.00% Reduce -15.8% 16 $2K
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 14 $2K
Crowley Wealth Management, Inc. 0.00% No change 14 $2K
AdvisorNet Financial, Inc 0.00% Add +75.0% 14 $2K
Clark Wealth Partners 0.00% Reduce -75.0% 13 $2K
ORG Partners LLC 0.00% New 12 $2K
First Pacific Financial 0.00% No change 12 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 12 $2K
Total Investment Management Inc. 0.00% New 12 $2K
Principia Wealth Advisory, LLC 0.00% Add +83.3% 11 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +120.0% 11 $2K
Fuller & Thaler Asset Management, Inc. 0.00% No change 11 $2K
Hughes Financial Services, LLC 0.00% Reduce -50.0% 10 $2K
Binnacle Investments Inc 0.00% New 10 $2K
Horizon Financial Services, LLC 0.00% Add +25.0% 10 $2K
TFC Financial Management, Inc. 0.00% Add +11.1% 10 $2K
True Wealth Design, LLC 0.00% Add +80.0% 9 $1K
Rialto Wealth Management, LLC 0.00% Reduce -35.7% 9 $1K
Valued Wealth Advisors LLC 0.00% No change 8 $1K
Tortoise Investment Management, LLC 0.00% New 8 $1K
Parkworth Wealth Management, Inc. 0.00% Add +40.0% 7 $1K
Highline Wealth Partners LLC 0.00% No change 7 $1K
Beaird Harris Wealth Management, LLC 0.00% New 7 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -76.9% 9 $1K
Financial Network Wealth Advisors LLC 0.00% No change 6 $920
Rakuten Securities, Inc. 0.00% Reduce -25.0% 6 $920
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $767
Redwood Park Advisors LLC 0.00% No change 4 $614
Quaker Wealth Management, LLC 0.00% — 4 $614
Atticus Wealth Management, LLC 0.00% New 4 $614
Transce3nd, LLC 0.00% No change 4 $613
WestEnd Advisors, LLC 0.00% Reduce -33.3% 4 $613
SOA Wealth Advisors, LLC. 0.00% Reduce -91.2% 3 $487
DecisionPoint Financial, LLC 0.00% New 3 $464
Grove Bank & Trust 0.00% New 3 $460
Quest 10 Wealth Builders, Inc. 0.00% No change 3 $397
American Capital Advisory, LLC 0.00% Reduce -71.4% 2 $307
Private Wealth Asset Management, LLC 0.00% No change 2 $307
IMA Advisory Services, Inc. 0.00% New 1 $153
Y.D. More Investments Ltd 0.00% Reduce -35.0% 171 $78
Wood Tarver Financial Group, LLC 0.00% No change 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.