RelianceRS

13F holders, Q2 2026 (June 30)
687holders +42
81new positions
42sold out
9famous investors
$372.26avg. 13F price*

At the end of Q2 2026, 687 institutions reported holding Reliance Inc. (RS) in their 13F filings, up 42 from Q1 2026. 81 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($2.2B), Vanguard Portfolio Management LLC ($1.2B) and State Street Corp. ($980.8M). 9 famous investors held it, including Stephen Yacktman (3.2% of Yacktman Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Reliance Inc.
CUSIP
759509102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 609Q1 2024Q2 2024: 577Q2 2024Q3 2024: 589Q3 2024Q4 2024: 587Q4 2024Q1 2025: 608Q1 2025Q2 2025: 618Q2 2025Q3 2025: 641Q3 2025Q4 2025: 640Q4 2025Q1 2026: 645Q1 2026Q2 2026: 687Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions81$143.2M
Exits42$61.6M

All 13F filers, Q1 2026 → Q2 2026: 2,615,345 shares bought and 2,973,267 shares sold, net −357,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 687 holders

BlackRock, Inc. 0.03% Reduce -0.5% 5,811,245 $2.2B
Vanguard Portfolio Management LLC 0.06% Reduce -2.6% 3,290,031 $1.2B
State Street Corp. 0.03% Reduce -7.2% 2,625,386 $980.8M
Vanguard Capital Management LLC 0.02% Reduce -0.9% 2,308,297 $862.4M
Boston Partners 0.73% Add +4.1% 2,196,803 $821.8M
T. Rowe Price Associates Inc. 0.06% Add +0.8% 1,542,674 $576.3M
Wellington Management Group LLP 0.09% Reduce -7.7% 1,330,345 $497.0M
Geode Capital Management, LLC 0.02% Reduce -1.7% 953,533 $355.2M
Franklin Resources Inc. 0.07% Reduce -21.4% 832,230 $310.9M
Yacktman Asset Management 3.23% Add +0.8% 698,566 $261.0M
Dimensional Fund Advisors LP 0.04% Reduce -3.4% 662,857 $247.6M
Principal Financial Group Inc. 0.12% Reduce -8.7% 657,688 $245.7M
Norges Bank 0.02% — 653,621 $244.2M
JPMorgan Chase & Co. 0.01% Add +27.2% 625,356 $235.0M
Alliancebernstein L.P. 0.07% Reduce -4.8% 722,478 $219.6M
Morgan Stanley 0.01% Reduce -0.7% 576,265 $215.3M
American Century Companies Inc. 0.08% Reduce -11.0% 481,435 $179.9M
Northern Trust Corp. 0.02% Reduce -11.2% 473,677 $177.0M
Bank of New York Mellon Corp 0.03% Reduce -6.6% 473,536 $176.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.4% 431,536 $161.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.19% Add +8.7% 416,997 $155.8M
Nuveen, LLC 0.04% Reduce -4.6% 400,979 $149.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -2.5% 394,427 $147.4M
William Blair Investment Management, LLC 0.43% Reduce -5.2% 382,494 $142.9M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -12.4% 341,984 $127.8M
Two Sigma Investments, LP 0.10% Add +327.4% 335,144 $125.2M
Corient Private Wealth LP 0.17% Reduce -5.6% 328,467 $122.7M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.2% 323,076 $120.7M
Acadian Asset Management LLC 0.14% Add +2146.3% 310,240 $115.9M
FMR LLC 0.00% Reduce -62.6% 301,975 $112.8M
Goldman Sachs Group Inc. 0.01% Add +35.0% 282,315 $105.5M
Citadel Advisors 0.06% Add +567.5% 275,606 $103.0M
Bank of America Corp. 0.01% Add +0.4% 264,308 $98.7M
Qube Research & Technologies Ltd 0.10% Add +56.7% 249,841 $93.3M
HSBC Holdings PLC 0.04% Add +7.7% 226,697 $84.8M
Legal & General Group Plc 0.02% Reduce -8.9% 206,349 $77.1M
Invesco Ltd. 0.01% Add +9.5% 199,921 $74.7M
Panagora Asset Management Inc. 0.20% Reduce -14.5% 173,477 $64.8M
Victory Capital Management Inc. 0.04% Reduce -6.4% 168,876 $63.1M
Life Cycle Investment Partners Ltd 0.29% Add +28.9% 166,117 $62.1M
Rhumbline Advisers 0.05% Reduce -0.0% 165,517 $61.8M
Jane Street Group, LLC 0.04% Add +1825.6% 148,082 $55.3M
Deroy & Devereaux Private Investment Counsel Inc. 2.28% Reduce -1.3% 145,222 $54.3M
Worldquant Millennium Advisors LLC 0.18% Add +12.8% 144,245 $53.9M
Swiss National Bank 0.03% Reduce -6.0% 144,140 $53.9M
Robeco Institutional Asset Management B.V. 0.06% Add +119.3% 139,032 $51.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -2.6% 131,532 $49.1M
Raymond James Financial Inc. 0.01% Reduce -9.5% 125,846 $47.0M
Allianz Asset Management GmbH 0.04% Add +93.6% 125,394 $46.8M
Epoch Investment Partners, Inc. 0.26% Reduce -24.5% 124,134 $46.4M
Amundi 0.01% Reduce -29.4% 124,009 $46.3M
King Luther Capital Management Corp. 0.19% Add +1.4% 123,971 $46.3M
Royce & Associates LP 0.37% Reduce -4.8% 123,536 $46.2M
First Trust Advisors LP 0.03% Add +18.3% 122,131 $45.6M
Russell Investments Group, Ltd. 0.04% Reduce -6.3% 120,994 $45.2M
Scopus Asset Management, L.P. 1.06% Add +118.2% 120,000 $44.8M
Retirement Systems of Alabama 0.13% Reduce -8.6% 119,700 $44.7M
Caisse de depot et placement du Quebec 0.06% Reduce -4.9% 119,576 $44.7M
California Public Employees Retirement System 0.02% Add +2.9% 114,230 $42.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -6.4% 112,195 $41.9M
Nomura Asset Management International Inc. 0.06% Reduce -27.1% 104,068 $38.9M
AQR Capital Management 0.01% Reduce -0.5% 103,354 $38.6M
Envestnet Asset Management Inc. 0.01% Add +2.3% 102,494 $38.3M
Copeland Capital Management, LLC 0.75% Reduce -22.4% 98,024 $36.6M
SRB Corp. 1.93% No change 95,976 $35.9M
SG Americas Securities, LLC 0.02% Add +1365.7% 95,757 $35.8M
Jacobs Levy Equity Management, Inc. 0.13% Reduce -6.4% 94,213 $35.2M
O'shaughnessy Asset Management, LLC 0.16% Reduce -10.7% 90,784 $33.9M
California State Teachers Retirement System 0.03% Reduce -43.9% 88,237 $33.0M
Gotham Asset Management 0.08% Add +2.9% 87,467 $32.7M
Deutsche Bank AG 0.01% Reduce -31.6% 83,562 $31.2M
Wells Fargo & Company 0.01% Add +15.7% 81,739 $30.5M
UBS Group AG 0.00% Reduce -4.1% 81,670 $30.5M
ProShare Advisors LLC 0.04% Add +1.1% 80,155 $29.9M
BNP Paribas Financial Markets 0.02% Add +166.2% 79,666 $29.8M
KLP Kapitalforvaltning As 0.09% Add +2.9% 78,480 $29.3M
Woodward Diversified Capital, LLC 12.91% No change 78,350 $29.3M
TD Asset Management Inc 0.02% Reduce -16.9% 74,586 $27.9M
Ameriprise Financial Inc. 0.01% Reduce -0.3% 74,015 $27.7M
Danske Bank A/S 0.05% Reduce -34.7% 68,354 $25.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.15% No change 66,611 $24.9M
Renaissance Technologies 0.03% New 66,252 $24.8M
Creative Planning 0.01% Add +3.6% 65,731 $24.6M
ProCore Advisors, LLC 30.35% Add +0.3% 65,559 $24.5M
Korea Investment CORP 0.05% Add +1.0% 64,879 $24.2M
Cornerstone Capital, Inc. 2.12% Reduce -0.4% 63,505 $23.7M
DekaBank Deutsche Girozentrale 0.04% No change 76,901 $23.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.5% 61,001 $22.8M
Storebrand Asset Management As 0.05% Reduce -3.0% 59,547 $22.2M
Citigroup Inc. 0.01% Add +15.5% 55,306 $20.7M
FIL Ltd 0.01% Add +2.1% 53,303 $19.9M
Quantinno Capital Management LP 0.02% Add +25.4% 53,195 $19.9M
Illinois Municipal Retirement Fund 0.22% Reduce -2.6% 52,965 $19.8M
Balyasny Asset Management L.P. 0.04% New 51,122 $19.1M
KBC Group NV 0.04% Reduce -22.9% 50,510 $18.9M
Pictet Asset Management Holding SA 0.02% Reduce -1.3% 49,387 $18.5M
Barclays PLC 0.01% Reduce -44.1% 49,087 $18.3M
Kennedy Capital Management LLC 0.32% Add +76.2% 48,357 $18.1M
HighTower Advisors, LLC 0.02% Reduce -0.4% 47,231 $17.6M
Sprott Inc. 0.59% Reduce -12.1% 46,844 $17.5M
Lord, Abbett & Co. LLC 0.05% Add +19.5% 46,161 $17.2M
Liontrust Investment Partners LLP 0.25% No change 45,062 $16.8M
Loomis Sayles & Co. L P 0.02% Reduce -3.5% 43,609 $16.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -8.7% 43,126 $16.1M
CWA Asset Management Group, LLC 0.49% Reduce -0.5% 43,053 $16.1M
Bank of Nova Scotia 0.02% Add +1046.5% 42,615 $15.9M
CANADA LIFE ASSURANCE Co 0.02% Reduce -5.0% 41,487 $15.5M
Voloridge Investment Management, LLC 0.06% New 40,745 $15.2M
New York State Teachers Retirement System 0.03% Reduce -21.8% 40,287 $15.1M
State of Alaska, Department of Revenue 0.15% Reduce -9.8% 39,806 $14.9M
PDT Partners, LLC 0.77% Add +102.9% 39,417 $14.7M
Mercer Global Advisors Inc. 0.02% Reduce -0.5% 38,688 $14.5M
LPL Financial LLC 0.00% Add +28.6% 38,176 $14.3M
Asset Management One Co., Ltd. 0.04% Add +84.3% 38,058 $14.2M
Empower Advisory Group, LLC 0.03% Reduce -1.1% 37,922 $14.2M
New York State Common Retirement Fund 0.02% Reduce -7.6% 36,376 $13.6M
Eurizon Capital SGR S.p.A. 0.04% Reduce -21.9% 35,974 $13.4M
Swedbank AB 0.01% Reduce -30.0% 35,640 $13.3M
Aviva PLC 0.02% Add +0.8% 35,443 $13.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -36.8% 35,060 $13.1M
Ethic Inc. 0.16% Add +0.4% 34,548 $12.9M
Captrust Financial Advisors 0.02% Reduce -22.3% 33,723 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +4.3% 33,680 $12.6M
HRT Financial LP 0.02% New 32,108 $12.0M
Assetmark, Inc. 0.02% Add +9.9% 31,090 $11.6M
State of Wisconsin Investment Board 0.02% Reduce -3.5% 29,838 $11.1M
South Dakota Investment Council 0.19% Reduce -3.6% 29,429 $11.0M
Sei Investments Co. 0.01% Reduce -16.9% 29,330 $11.0M
Empowered Funds, LLC 0.05% Add +256.1% 27,053 $10.1M
Treasurer of the State of North Carolina 0.03% Add +18.4% 26,446 $9.9M
Prudential Financial Inc. 0.01% Add +35.5% 26,257 $9.8M
Oliver Luxxe Assets LLC 1.41% Reduce -3.9% 25,588 $9.6M
Nisa Investment Advisors, LLC 0.03% Reduce -7.8% 24,948 $9.3M
MetLife Investment Management, LLC 0.04% Reduce -4.4% 24,578 $9.2M
Horizon Investments, LLC 0.10% Add +31.2% 24,439 $9.1M
Vanguard Investments Australia, Ltd. 0.02% Add +1.3% 24,377 $9.1M
Dearborn Partners LLC 0.51% Reduce -0.2% 24,128 $9.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -12.7% 23,577 $8.8M
Van Eck Associates Corp. 0.01% Reduce -7.0% 23,285 $8.7M
Cerity Partners LLC 0.01% Add +14.9% 23,273 $8.7M
Amalgamated Bank 0.06% Reduce -4.8% 22,993 $8.6M
Police & Firemen's Retirement System of New Jersey 0.06% Add +1.7% 22,971 $8.6M
Royal Bank of Canada 0.00% Add +2.6% 22,439 $8.4M
Pathstone Holdings, LLC 0.02% Add +0.6% 21,448 $8.0M
ExodusPoint Capital Management, LP 0.07% New 20,971 $7.8M
Edgestream Partners, L.P. 0.23% Add +801.7% 20,766 $7.8M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.2% 20,530 $7.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +0.5% 20,235 $7.6M
Fifth Third Bancorp 0.01% Reduce -8.9% 20,017 $7.5M
State of Tennessee, Department of Treasury 0.02% Reduce -1.8% 19,962 $7.5M
Occidental Asset Management, LLC 0.73% Add +3.7% 19,786 $7.4M
First National Bank of Omaha 0.21% Reduce -40.0% 19,766 $7.4M
Vanguard Global Advisers, LLC 0.00% Reduce -18.6% 19,510 $7.3M
Natixis Advisors, LLC 0.01% Add +13.0% 19,460 $7.3M
Mutual of America Capital Management LLC 0.07% Reduce -5.4% 18,950 $7.1M
Susquehanna International Group, LLP 0.01% New 18,782 $7.0M
BW Gestao de Investimentos Ltda. 0.17% New 18,699 $7.0M
Public Employees Retirement System of Ohio 0.02% Reduce -12.7% 18,411 $6.9M
Swiss Life Asset Management Ltd 0.03% Add +105.9% 18,287 $6.8M
XTX Topco Ltd 0.09% New 18,101 $6.8M
Wedge Capital Management L L P 0.11% Reduce -21.9% 18,026 $6.7M
Man Group plc 0.01% Reduce -27.8% 17,368 $6.5M
TD Waterhouse Canada Inc. 0.02% Reduce -0.6% 16,980 $6.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -4.2% 16,721 $6.2M
Teachers Retirement System of the State of Kentucky 0.04% No change 16,674 $6.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +2.1% 16,430 $6.1M
Handelsbanken Fonder AB 0.02% Reduce -7.7% 15,741 $5.9M
Quadrature Capital Ltd 0.05% Add +181.7% 15,702 $5.9M
Campbell & CO Investment Adviser LLC 0.30% Add +22.7% 15,576 $5.8M
Squarepoint Ops LLC 0.01% Add +62.8% 15,445 $5.8M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -7.1% 15,309 $5.7M
Yousif Capital Management, LLC 0.06% Reduce -8.2% 15,296 $5.7M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -25.0% 15,014 $5.6M
Janney Montgomery Scott LLC 0.01% Reduce -7.9% 14,993 $5.6M
Louisiana State Employees Retirement System 0.08% Reduce -2.0% 14,900 $5.6M
Ameritas Investment Partners, Inc. 0.15% Reduce -1.6% 14,875 $5.6M
Voya Investment Management LLC 0.01% Add +52.4% 14,787 $5.5M
Millennium Management 0.00% Add +1380.3% 14,714 $5.5M
Arizona State Retirement System 0.03% Add +3.1% 14,654 $5.5M
Evexia Wealth LLC 1.47% Reduce -1.2% 13,258 $5.4M
Thrivent Financial for Lutherans 0.01% Add +14.0% 14,110 $5.3M
Burney Co./ 0.14% Add +3.4% 14,079 $5.3M
Mackenzie Financial Corp. 0.01% Add +207.0% 14,071 $5.3M
Resona Asset Management Co.,Ltd. 0.02% Reduce -10.8% 14,044 $5.2M
Nykredit A/S 0.02% — 14,044 $5.2M
Federated Hermes, Inc. 0.01% Reduce -4.1% 13,456 $5.0M
Focus Partners Wealth 0.01% Add +1.6% 13,421 $5.0M
Daiwa Securities Group Inc. 0.01% Add +1.8% 13,415 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.9% 13,317 $5.0M
Elo Mutual Pension Insurance Co 0.06% New 12,955 $4.8M
PNC Financial Services Group, Inc. 0.00% Add +5.1% 12,712 $4.7M
Advisors Asset Management, Inc. 0.07% Add +25.1% 12,559 $4.7M
New Age Alpha Advisors, LLC 0.20% Add +1053.0% 12,510 $4.7M
Cetera Investment Advisers 0.00% Reduce -5.0% 12,381 $4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -6.7% 12,221 $4.6M
Ossiam 0.06% New 12,000 $4.5M
Dana Investment Advisors, Inc. 0.12% Reduce -0.7% 11,987 $4.5M
State of Michigan Retirement System 0.02% Reduce -5.6% 11,897 $4.4M
DNB Asset Management AS 0.01% Reduce -8.8% 11,875 $4.4M
Tidal Investments LLC 0.01% Add +11.4% 11,868 $4.4M
Aware Super Pty Ltd as trustee of Aware Super 0.06% Reduce -16.4% 11,828 $4.4M
Schroder Investment Management Group 0.00% Add +782.3% 11,743 $4.4M
SEB Asset Management AB 0.02% Add +1.0% 11,610 $4.3M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -2.0% 11,483 $4.3M
Neuberger Berman Group LLC 0.00% Reduce -4.6% 11,469 $4.3M
UniSuper Management Pty Ltd 0.02% Add +1164.0% 11,376 $4.3M
IFM Investors Pty Ltd 0.03% Add +11.4% 11,349 $4.2M
Intech Investment Management LLC 0.04% Reduce -14.3% 11,315 $4.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.5% 11,019 $4.1M
Alps Advisors Inc. 0.02% Add +30.3% 10,827 $4.0M
Johnson Investment Counsel Inc. 0.03% Reduce -11.5% 10,785 $4.0M
New Mexico Educational Retirement Board 0.10% Reduce -5.3% 10,636 $4.0M
Hilton Capital Management, LLC 0.27% Add +5.5% 10,614 $4.0M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.6% 10,550 $3.9M
Atom Investors LP 0.33% Reduce -65.7% 10,023 $3.7M
Mariner, LLC 0.00% Add +563.0% 9,819 $3.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Add +542.5% 9,766 $3.6M
Alpine Woods Capital Investors, LLC 0.81% Reduce -9.1% 9,641 $3.6M
OMERS ADMINISTRATION Corp 0.02% Add +14.5% 9,427 $3.5M
Bank of Montreal 0.00% Reduce -3.0% 9,377 $3.5M
Prudential PLC 0.02% Reduce -38.2% 9,358 $3.5M
Xponance LLC 0.02% Reduce -2.4% 9,254 $3.5M
Foster & Motley Inc. 0.16% Reduce -13.3% 9,171 $3.4M
Oak Thistle LLC 0.32% Add +46.3% 8,828 $3.3M
Assenagon Asset Management S.A. 0.00% Reduce -31.0% 8,725 $3.3M
Arjuna Capital 0.71% Reduce -2.0% 8,489 $3.2M
Pure Financial Advisors, LLC 0.04% Reduce -9.1% 8,433 $3.2M
Coldstream Capital Management Inc. 0.04% Reduce -3.3% 8,418 $3.1M
Two Sigma Securities, LLC 0.27% New 8,397 $3.1M
QRG Capital Management, Inc. 0.02% Add +13.2% 7,966 $3.0M
Ensign Peak Advisors, Inc 0.00% Add +15.4% 7,931 $3.0M
Utah Retirement Systems 0.03% Reduce -9.1% 7,732 $2.9M
&partners 0.01% Add +24.6% 7,670 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +6.8% 7,699 $2.9M
Concentric Capital Strategies, LP 0.17% Reduce -56.9% 7,578 $2.8M
Curi Capital, LLC 0.04% Add +0.3% 7,444 $2.8M
Canada Pension Plan Investment Board 0.00% Add +23.3% 7,400 $2.8M
Toronto Dominion Bank 0.00% Reduce -0.7% 7,382 $2.8M
First National Advisers, LLC 0.39% Reduce -9.7% 7,368 $2.8M
Tudor Investment Corporation 0.01% New 7,093 $2.6M
Ritholtz Wealth Management 0.04% Add +0.4% 7,057 $2.6M
Machina Capital S.A.S. 0.42% Add +433.6% 7,043 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +0.8% 6,913 $2.6M
Manning & Napier Advisors LLC 0.03% Reduce -7.4% 6,858 $2.6M
Stifel Financial Corp. 0.00% Add +104.8% 6,807 $2.5M
Bokf, NA 0.03% Reduce -3.4% 6,700 $2.5M
Evolve Private Wealth, LLC 0.15% Reduce -13.7% 6,529 $2.4M
NewEdge Advisors, LLC 0.01% Add +189.2% 6,423 $2.4M
Hunter Associates Investment Management LLC 0.27% Reduce -16.2% 6,354 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +3.4% 6,281 $2.3M
Bailard, Inc. 0.05% Add +19.7% 6,217 $2.3M
NorthCrest Asset Manangement, LLC 0.06% Add +0.3% 6,076 $2.3M
Hancock Whitney Corp. 0.04% Add +62.2% 6,108 $2.3M
Osaic Holdings, Inc. 0.00% Add +27.7% 6,039 $2.3M
OP Asset Management Ltd 0.02% Add +5.4% 5,998 $2.2M
Diversified Trust Co. 0.04% Add +114.5% 5,963 $2.2M
National Pension Service 0.00% Reduce -37.6% 5,924 $2.2M
Royal London Asset Management Ltd. 0.00% Reduce -11.1% 5,845 $2.2M
M&T Bank Corp 0.01% Add +4.7% 5,828 $2.2M
Allstate Corp. 0.02% Add +1.7% 5,796 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -7.5% 5,746 $2.1M
Jain Global LLC 0.03% New 5,743 $2.1M
Macquarie Group Ltd. 0.01% Add +0.3% 5,529 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -31.6% 5,526 $2.1M
Freestone Grove Partners LP 0.01% Add +41.6% 5,357 $2.0M
Caprock Group, LLC 0.04% Reduce -1.3% 5,328 $2.0M
Zurich Insurance Group Ltd 0.01% No change 5,300 $2.0M
Orser Capital Management, LLC 0.98% Reduce -0.4% 5,280 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 5,110 $1.9M
Raiffeisen Bank International AG 0.02% Reduce -34.5% 5,087 $1.9M
Jones Financial Companies LLLP 0.00% Add +19.9% 4,937 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -48.6% 4,978 $1.9M
Plato Investment Management Ltd 0.10% Add +34.2% 4,943 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.5% 4,865 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +4.9% 4,864 $1.8M
Truist Financial Corp. 0.00% Add +7.0% 4,731 $1.8M
Fideuram Asset Management (Ireland) dac 0.03% New 4,575 $1.8M
Natixis 0.01% Reduce -85.7% 4,676 $1.7M
Y-Intercept (Hong Kong) Ltd 0.03% New 4,516 $1.7M
Vestmark Advisory Solutions, Inc. 0.02% New 4,505 $1.7M
APG Asset Management N.V. 0.00% Reduce -11.2% 5,139 $1.7M
Metis Global Partners, LLC 0.04% Add +5.6% 4,377 $1.6M
Jackson Creek Investment Advisors LLC 0.53% Add +231.7% 3,937 $1.6M
Ostrum Asset Management 0.08% Add +21.7% 4,187 $1.6M
Baird Financial Group, Inc. 0.00% Add +28.4% 4,108 $1.5M
Venturi Wealth Management, LLC 0.06% Add +2.4% 4,073 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.1% 10,019 $1.5M
Northwest & Ethical Investments L.P. 0.04% Reduce -44.2% 4,038 $1.5M
Prescott Group Capital Management, L.L.C. 0.13% No change 4,000 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +26.2% 3,999 $1.5M
Securian Asset Management, Inc. 0.05% Reduce -3.7% 3,765 $1.5M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.0% 3,982 $1.5M
Inspire Investing, LLC 0.06% Add +9.2% 3,956 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +29.4% 3,953 $1.5M
Quadrant Capital Group LLC 0.04% Add +1.6% 3,932 $1.5M
LSV Asset Management 0.00% No change 3,900 $1.5M
Evergreen Capital Management LLC 0.03% Add +95.4% 3,870 $1.4M
AIA Group Ltd 0.02% Reduce -29.7% 3,843 $1.4M
TD Private Client Wealth LLC 0.03% Reduce -10.7% 3,831 $1.4M
D. E. Shaw & Co. 0.00% Reduce -32.3% 3,708 $1.4M
Aberdeen Group plc 0.00% Add +50.9% 3,696 $1.4M
Amova Asset Management Americas, Inc. 0.02% Reduce -0.4% 3,659 $1.4M
Saudi Central Bank 0.02% Add +85.4% 3,578 $1.3M
Nordea Investment Management AB 0.00% Add +4.0% 3,562 $1.3M
Mgo One Seven LLC 0.02% Reduce -4.1% 3,544 $1.3M
Vise Technologies, Inc. 0.01% Add +30.5% 3,539 $1.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.01% No change 3,504 $1.3M
Peterson Wealth Services 0.28% Add +5.1% 3,482 $1.3M
Vident Advisory, LLC 0.01% Reduce -4.7% 3,446 $1.3M
CIBC Asset Management Inc 0.00% Add +9.2% 3,371 $1.3M
IMC-Chicago, LLC 0.01% New 3,309 $1.2M
Investment Management Corp of Ontario 0.02% Reduce -12.9% 3,251 $1.2M
Weiss Asset Management LP 0.02% New 3,230 $1.2M
Fisher Asset Management 0.00% Add +3.1% 3,224 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.04% Add +217.2% 3,213 $1.2M
Plancorp, LLC 0.03% Add +18.1% 3,068 $1.2M
Commerce Bank 0.01% No change 3,159 $1.2M
Fulton Bank, N.A. 0.04% Add +4.9% 3,124 $1.2M
Savant Capital, LLC 0.00% Add +94.1% 3,433 $1.2M
Inceptionr LLC 0.29% New 3,119 $1.2M
Redwood Investment Management, LLC 0.12% Reduce -8.9% 3,115 $1.2M
Kingsview Wealth Management, LLC 0.01% No change 3,096 $1.2M
Dynasty Wealth Management, LLC 0.01% Add +43.6% 3,074 $1.1M
Havemeyer Place LP 0.11% Reduce -39.5% 3,036 $1.1M
Sanctuary Advisors, LLC 0.01% Add +9.1% 2,920 $1.1M
Woodline Partners LP 0.00% Add +42.5% 2,917 $1.1M
Jupiter Topco LLC 0.00% — 2,899 $1.1M
Abn Amro Investment Solutions 0.01% Reduce -46.8% 2,852 $1.1M
AustralianSuper Pty Ltd 0.00% No change 2,828 $1.1M
Private Advisor Group, LLC 0.00% Reduce -6.7% 2,809 $1.0M
Verdence Capital Advisors LLC 0.05% Reduce -2.3% 2,769 $1.0M
NTV Asset Management LLC 0.10% No change 2,750 $1.0M
CIBC Bancorp USA Inc. 0.00% Reduce -58.8% 2,736 $1.0M
Ellevest, Inc. 0.12% Reduce -13.9% 2,741 $1.0M
Maryland State Retirement & Pension System 0.02% Add +6.8% 2,686 $1.0M
Credit Agricole S A 0.00% Add +11.2% 2,625 $981K
Sandler Capital Management 0.58% New 2,608 $974K
Graham Capital Management, L.P. 0.04% New 2,580 $964K
OpenArc Corporate Advisory, LLC 0.01% Add +8.4% 2,571 $961K
Crossmark Global Holdings, Inc. 0.01% Reduce -16.0% 2,570 $960K
MML Investors Services, LLC 0.00% Add +26.0% 2,552 $953K
Vestcor Inc 0.02% No change 2,496 $933K
Callan Family Office, LLC 0.02% Add +32.0% 2,488 $930K
CI Investments Inc. 0.00% Reduce -1.2% 2,469 $922K
Net Worth Advisory Group 0.23% Reduce -4.2% 2,432 $909K
US Bancorp \de 0.00% Add +2.9% 2,423 $905K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +33.7% 2,362 $882K
Schonfeld Strategic Advisors LLC 0.00% New 2,355 $880K
SBI Okasan Asset Management Co.Ltd. 0.03% No change 2,300 $861K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.2% 2,296 $858K
MAI Capital Management 0.00% Add +8.9% 2,293 $857K
CenterBook Partners LP 0.04% Add +122.1% 2,281 $852K
111 Capital 0.14% Add +200.9% 2,254 $842K
Summit Trail Advisors, LLC 0.01% Reduce -16.4% 2,230 $833K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -1.1% 2,220 $829K
Strategic Family Wealth Counselors, L.L.C. 0.19% Reduce -31.1% 2,215 $827K
Park Avenue Securities LLC 0.01% Add +1.8% 2,210 $826K
Chesapeake Capital Corp. 0.45% New 2,204 $823K
GAMMA Investing LLC 0.03% Add +52.4% 2,204 $823K
Fox Run Management, L.L.C. 0.14% Add +4.1% 2,194 $820K
Tributary Capital Management, LLC 0.07% Reduce -3.9% 2,177 $813K
Cullen/Frost Bankers, Inc. 0.01% Add +0.1% 2,083 $778K
Hantz Financial Services, Inc. 0.01% Add +50.1% 2,045 $764K
Choate Investment Advisors 0.01% New 2,032 $759K
First Citizens Bank & Trust Co. 0.01% Reduce -2.5% 2,025 $757K
Harbor Capital Advisors, Inc. 0.05% Reduce -26.0% 2,017 $754K
Chancellor Financial Group WB LP 0.46% No change 2,000 $747K
Clifford Swan Investment Counsel LLC 0.02% No change 2,000 $747K
Beaton Management Co. Inc. 0.30% No change 2,000 $747K
Parallel Advisors, LLC 0.01% Add +3.0% 1,965 $734K
Elevation Point Wealth Partners, LLC 0.01% Add +2.0% 1,922 $718K
Insight Advisors, LLC/ PA 0.13% Reduce -9.3% 1,920 $717K
Berkshire Asset Management LLC 0.03% No change 1,898 $709K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.3% 1,883 $703K
Merit Financial Group, LLC 0.00% Add +6.6% 1,856 $693K
HB Wealth Management, LLC 0.00% Add +23.7% 1,854 $693K
United Capital Financial Advisors, LLC 0.00% Add +8.4% 1,848 $690K
Teacher Retirement System of Texas 0.00% Add +131.5% 1,815 $678K
HighPoint Advisor Group LLC 0.02% Reduce -8.0% 1,803 $674K
E. Ohman J:or Asset Management AB 0.02% No change 1,766 $660K
Virtu Financial LLC 0.02% New 1,764 $659K
Odyssean, LLC 0.11% New 1,760 $658K
Catalyst Funds Management Pty Ltd 0.04% Add +24.3% 1,740 $650K
Apella Capital, LLC 0.01% New 1,687 $640K
Denali Advisors LLC 0.06% Add +0.1% 1,704 $637K
PKO Investment Management Joint-Stock Co 0.05% Reduce -30.8% 1,704 $637K
Clearstead Advisors, LLC 0.01% Add +1.0% 1,701 $635K
Investment Management Corp. /Va/ 0.53% Add +1.4% 1,696 $634K
Sterling Capital Management LLC 0.01% Reduce -3.9% 1,692 $632K
Focused Alpha, LLC 0.16% Add +0.4% 1,668 $623K
iA Global Asset Management Inc. 0.01% New 1,657 $619K
Shelton Capital Management 0.01% Reduce -2.2% 1,656 $619K
Twin Lakes Capital Management, LLC 0.23% Add +0.3% 1,645 $614K
Boothbay Fund Management, LLC 0.01% Reduce -28.1% 1,629 $609K
Greenleaf Trust 0.01% Add +2.0% 1,614 $603K
ASR Vermogensbeheer N.V. 0.01% Reduce -61.3% 1,613 $603K
Engineers Gate Manager LP 0.01% Add +47.2% 1,590 $594K
Keybank National Association 0.00% Add +1.0% 1,561 $583K
North Dakota State Investment Board 0.02% Add +1.7% 1,552 $580K
Flputnam Investment Management Co. 0.01% Reduce -2.7% 1,550 $579K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,529 $571K
Frec Markets, Inc. 0.05% Add +111.1% 1,526 $570K
Praxis Investment Management Inc. 0.03% No change 1,511 $565K
Compagnie Lombard Odier SCmA 0.01% No change 1,497 $559K
Bessemer Group Inc. 0.00% Reduce -0.1% 1,499 $559K
BSW Wealth Partners 0.06% Reduce -35.5% 1,489 $556K
Mutual Advisors, LLC 0.01% Reduce -27.1% 1,487 $556K
Guggenheim Capital LLC 0.00% Reduce -21.8% 1,461 $546K
Athena Investment Management 0.32% Reduce -37.8% 1,459 $545K
First Eagle Investment Management, LLC 0.00% Add +35.8% 1,458 $545K
Erste Asset Management GmbH 0.00% New 1,434 $537K
Exchange Traded Concepts, LLC 0.00% Add +17.2% 1,423 $532K
Choreo, LLC 0.01% Add +6.2% 1,416 $529K
Armistice Capital, LLC 0.01% New 1,409 $526K
Polymer Capital Management (US) LLC 0.08% Add +44.4% 1,395 $521K
Beacon Pointe Advisors, LLC 0.00% Reduce -7.1% 1,394 $521K
Willow Creek Capital Management, Inc. 0.51% — 1,392 $520K
Atria Investments, Inc 0.01% Add +23.6% 1,386 $518K
Compound Planning, Inc. 0.01% Add +21.7% 1,383 $517K
STRS Ohio 0.00% Add +10.3% 1,376 $514K
AlphaGrep UK Ltd 0.15% New 1,307 $488K
Aquatic Capital Management LLC 0.02% Reduce -93.6% 1,306 $488K
National Bank of Canada 0.00% Add +10.2% 1,292 $483K
Mirabella Financial Services LLP 0.05% New 1,270 $474K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -15.1% 1,262 $471K
Seeds Investor LLC 0.05% Add +6.3% 1,251 $468K
Allianz SE 0.00% Reduce -40.9% 1,245 $465K
Meeder Advisory Services, Inc. 0.02% Add +14.7% 1,243 $464K
Farther Finance Advisors, LLC 0.00% Reduce -12.5% 1,228 $459K
B. Metzler seel. Sohn & Co. AG 0.00% No change 1,211 $452K
Independent Advisor Alliance 0.01% Add +6.4% 1,197 $447K
Salomon & Ludwin, LLC 0.04% No change 1,192 $444K
Uncommon Cents Investing LLC 0.10% No change 1,180 $441K
Paulson Wealth Management Inc. 0.09% Add +0.4% 1,177 $440K
FourThought Financial Partners, LLC 0.03% Reduce -8.2% 1,172 $438K
Quent Capital, LLC 0.03% Add +40.5% 1,170 $437K
AE Wealth Management LLC 0.00% Add +7.9% 1,161 $434K
Gsa Capital Partners LLP 0.03% New 1,159 $433K
Brevan Howard Capital Management LP 0.01% New 1,158 $433K
Orion Porfolio Solutions, LLC 0.00% Add +3.5% 1,150 $430K
Ascent Group, LLC 0.01% Add +5.5% 1,136 $424K
Global Retirement Partners, LLC 0.01% — 1,132 $423K
Qsemble Capital Management, LP 0.05% Reduce -39.1% 1,121 $419K
Hennion & Walsh Asset Management, Inc. 0.01% New 1,118 $418K
Astoria Portfolio Advisors LLC. 0.07% Add +23.3% 1,102 $412K
Kathmere Capital Management, LLC 0.02% Add +33.3% 1,098 $410K
Signaturefd, LLC 0.01% Add +3.6% 1,096 $410K
Formidable Asset Management, LLC 0.07% Reduce -45.2% 1,092 $408K
denkapparat Operations GmbH 0.13% New 1,070 $400K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +28.5% 1,064 $398K
Tredje AP-fonden 0.00% Reduce -95.8% 1,050 $392K
Trust Point Inc. 0.03% Reduce -30.0% 1,042 $389K
Centiva Capital, LP 0.01% Reduce -41.3% 1,039 $388K
Cidel Asset Management Inc. 0.02% Add +6.2% 1,030 $385K
Principal Securities, Inc. 0.00% Add +7.8% 1,011 $378K
Caitlin John, LLC 0.21% Add +9027.3% 1,004 $375K
Fractal Investments LLC 0.04% No change 1,000 $374K
Rockefeller Capital Management L.P. 0.00% Add +7.4% 997 $373K
Mirador Capital Partners LP 0.04% New 973 $364K
Grove Bank & Trust 0.04% No change 970 $362K
Checchi Capital Advisers, LLC 0.02% No change 968 $361K
Cornerstone Investment Partners, LLC 0.01% Reduce -1.1% 966 $361K
Westwood Holdings Group Inc. 0.00% New 962 $359K
Sage Rhino Capital LLC 0.06% Reduce -1.8% 955 $357K
R Squared Ltd 0.19% Add +16.1% 952 $356K
J.W. Cole Advisors, Inc. 0.01% New 951 $355K
Profund Advisors LLC 0.01% No change 951 $355K
Allspring Global Investments Holdings, LLC 0.00% Reduce -7.1% 932 $347K
Mather Group, Llc. 0.00% No change 928 $347K
Leonteq Securities AG 0.02% Add +3.6% 924 $345K
Lido Advisors, LLC 0.00% New 923 $345K
LVW Advisors, LLC 0.03% New 914 $341K
Xcelsior Advisor Partners LLC 0.04% Add +0.1% 902 $337K
Viewpoint Investment Partners Corp. 0.12% No change 900 $336K
Smartleaf Asset Management LLC 0.01% No change 885 $331K
Westpac Banking Corp. 0.02% Reduce -1.8% 882 $330K
Chilton Investment Co. Inc. 0.01% No change 867 $324K
TCW Group Inc. 0.00% Reduce -1.3% 858 $321K
Summit Financial, LLC 0.00% Add +15.7% 857 $320K
Genus Capital Management Inc. 0.03% No change 855 $319K
Simplex Trading, LLC 0.01% Add +3.3% 846 $316K
Arkadios Wealth Advisors 0.00% Reduce -2.4% 844 $315K
Perigon Wealth Management, LLC 0.00% Reduce -12.2% 826 $309K
City National Bank of Florida 0.13% Add +2.6% 819 $306K
Eastern Bank 0.00% No change 808 $302K
Rafferty Asset Management, LLC 0.00% Add +9.2% 805 $301K
Rehmann Capital Advisory Group 0.01% Add +0.1% 791 $296K
Linden Thomas Advisory Services, LLC 0.02% Add +1.2% 783 $293K
Prospera Financial Services Inc 0.00% Reduce -23.8% 780 $292K
Concurrent Investment Advisors, LLC 0.00% Add +13.5% 767 $287K
Sagewood Asset Management LP 0.06% New 763 $285K
Ballentine Partners, LLC 0.00% New 756 $282K
Mission Creek Capital Partners, Inc. 0.05% New 750 $280K
Sigma Planning Corp 0.01% Reduce -2.2% 746 $279K
Siemens Fonds Invest GmbH 0.01% No change 736 $275K
EP Wealth Advisors, LLC 0.00% New 719 $269K
Farringdon Capital, Ltd. 0.13% Reduce -65.1% 718 $268K
Arax Advisory Partners 0.00% Add +405.7% 713 $266K
Cordatus Wealth Management LLC 0.06% Reduce -25.6% 709 $265K
UMB Bank, n.a. 0.00% Add +3.4% 707 $264K
Sciencast Management LP 0.05% Reduce -58.0% 700 $262K
Regions Financial Corp. 0.00% Add +3.2% 682 $255K
Candriam S.C.A. 0.00% Reduce -19.6% 675 $252K
Optimize Financial Inc. 0.09% Reduce -0.3% 670 $250K
Sound Capital Solutions LLC 0.06% — 670 $250K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 670 $250K
Sanchez Gaunt Capital Management, LLC 0.14% Reduce -1.2% 654 $244K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 644 $240K
Camelot Portfolios, LLC 0.17% Reduce -38.8% 643 $240K
Portside Wealth Group, LLC 0.03% Reduce -32.1% 642 $240K
Maple Capital Management, Inc. 0.01% New 630 $235K
Gateway Investment Advisers LLC 0.00% New 624 $233K
Old North State Wealth Management, LLC 0.10% New 622 $233K
Aaron Wealth Advisors LLC 0.01% New 622 $232K
NewEdge Wealth, LLC 0.00% New 619 $231K
Benjamin Edwards Inc. 0.00% New 617 $230K
MASTERINVEST Kapitalanlage GmbH 0.02% New 611 $228K
Osmosis Investment Management UK Ltd 0.01% Reduce -55.8% 610 $228K
Optas, LLC 0.03% New 601 $225K
Citizens Financial Group Inc. 0.00% New 587 $219K
Expressive Wealth LLC 0.20% No change 580 $217K
PFA Pension, Forsikringsaktieselskab 0.00% Reduce -99.7% 574 $214K
Glenmede Trust Co. NA 0.00% New 574 $214K
Childress Capital Advisors, LLC 0.04% New 572 $214K
Oslo Pensjonsforsikring AS 0.02% Reduce -34.8% 569 $213K
Vontobel Holding Ltd. 0.00% New 566 $211K
Stephens Inc. 0.00% New 561 $210K
Wealthfront Advisers LLC 0.00% New 557 $208K
Old National Bancorp 0.00% New 555 $207K
Wealthspire Advisors, LLC 0.00% Reduce -18.5% 551 $206K
Capstone Investment Advisors, LLC 0.00% Reduce -99.1% 547 $204K
Composition Wealth, LLC 0.00% New 544 $203K
Smithfield Trust Co 0.01% No change 510 $191K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 500 $187K
Versant Capital Management, Inc 0.01% Add +13.5% 421 $157K
EverSource Wealth Advisors, LLC 0.01% Reduce -45.5% 421 $157K
CX Institutional 0.00% Reduce -34.1% 420 $157K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 368 $137K
Rosenberg Matthew Hamilton 0.02% No change 331 $124K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +174.6% 324 $121K
Ancora Advisors LLC 0.00% No change 319 $119K
Deseret Mutual Benefit Administrators 0.04% Reduce -5.7% 297 $111K
IFP Advisors, Inc 0.00% Add +3.1% 297 $111K
Quarry LP 0.02% Add +36.1% 294 $110K
Allworth Financial LP 0.00% Add +41.1% 285 $106K
AdvisorNet Financial, Inc 0.00% No change 248 $93K
Los Angeles Capital Management LLC 0.00% No change 246 $92K
Blue Trust, Inc. 0.00% Reduce -2.0% 241 $90K
Cohen & Steers, Inc. 0.00% No change 230 $86K
Summit Securities Group LLC 0.02% New 227 $85K
Trust Co. of Toledo NA 0.01% No change 216 $81K
Transamerica Financial Advisors, LLC 0.01% Add +8.0% 215 $80K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.2% 209 $78K
Roxbury Financial LLC 0.06% Add +308.0% 204 $76K
Caldwell Trust Co 0.01% No change 186 $69K
First Horizon Corp. 0.00% Add +139.0% 184 $69K
Whittier Trust Co. of Nevada Inc. 0.00% Add +8.4% 181 $69K
Abound Wealth Management 0.01% Reduce -28.1% 179 $67K
Covestor Ltd 0.04% Reduce -6.9% 176 $66K
Generali Asset Management SPA SGR 0.00% New 174 $65K
Ares Financial Consulting, LLC 0.04% No change 160 $60K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -15.8% 160 $60K
Owl Creek Wealth Partners LLC 0.02% No change 155 $58K
Beacon Investment Advisory Services, Inc. 0.00% No change 150 $56K
Parkside Financial Bank & Trust 0.00% Add +2.2% 142 $53K
Geneos Wealth Management Inc. 0.00% No change 136 $51K
Compass Financial Management LLC 0.01% — 110 $46K
Elevation Wealth Partners, LLC 0.01% Add +15.3% 113 $42K
CVA Family Office, LLC 0.00% Add +34.5% 113 $42K
Atlas Capital Advisors Inc. 0.00% Reduce -17.5% 113 $42K
Osterweis Capital Management Inc. 0.00% No change 111 $41K
Harbour Investments, Inc. 0.00% Reduce -6.1% 107 $40K
Brown Brothers Harriman & Co. 0.00% No change 104 $39K
NBT Bank, N.A. 0.00% No change 103 $38K
Costello Asset Management, INC 0.01% No change 100 $37K
N.E.W. Advisory Services LLC 0.00% No change 100 $37K
Kemnay Advisory Services Inc. 0.00% Add +328.6% 90 $34K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -1.2% 83 $31K
Private Trust Co. NA 0.00% No change 82 $31K
JFS Wealth Advisors, LLC 0.00% Add +2.7% 75 $28K
Westside Investment Management, Inc. 0.00% No change 70 $26K
SJS Investment Consulting Inc. 0.00% Add +235.0% 67 $25K
Rothschild Investment LLC 0.00% Add +158.3% 62 $23K
Vanguard National Trust Co 0.00% Add +916.7% 61 $23K
Keating Financial Advisory Services, Inc. 0.00% Add +47.5% 59 $22K
Bell Investment Advisors, Inc 0.00% No change 58 $22K
Rossby Financial, LCC 0.00% Add +7.7% 56 $21K
Private Wealth Asset Management, LLC 0.00% Add +40.5% 52 $19K
Millstone Evans Group, LLC 0.01% No change 51 $19K
Centerpoint Advisors, LLC 0.01% Reduce -26.1% 51 $19K
CENTRAL TRUST Co 0.00% No change 50 $19K
WPG Advisers, LLC 0.01% Reduce -9.4% 48 $18K
Fortitude Family Office, LLC 0.00% No change 47 $18K
Farmers & Merchants Investments Inc. 0.00% No change 47 $18K
Fiduciary Financial Advisors 0.00% New 48 $17K
Meeder Asset Management Inc. 0.00% Reduce -99.6% 45 $17K
Cetera Trust Company, N.A 0.01% No change 44 $16K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -43.8% 45 $16K
WealthCollab, LLC 0.01% No change 38 $14K
Pinnacle Bancorp, Inc. 0.00% No change 38 $14K
Torren Management, LLC 0.01% No change 37 $14K
Essential Partners LLC 0.01% Add +70.0% 34 $13K
Zions Bancorporation, National Association 0.00% Add +13.8% 33 $12K
Highline Wealth Partners LLC 0.00% Add +39.1% 32 $12K
Wilmington Savings Fund Society, FSB 0.00% No change 31 $12K
Catherine Avery Investment Management LLC 0.00% New 30 $11K
Huntington National Bank 0.00% Add +30.4% 30 $11K
Copia Wealth Management 0.01% No change 29 $11K
Rialto Wealth Management, LLC 0.00% Add +70.6% 29 $11K
MV Capital Management, Inc. 0.00% Add +180.0% 28 $10K
Atlantic Union Bankshares Corp 0.00% No change 27 $10K
Wilkerson Advisory Group LLC 0.00% No change 26 $10K
Basecamp Wealth Advisors LLC 0.00% No change 25 $9K
High Note Wealth, LLC 0.00% No change 24 $9K
Cornerstone Planning Group LLC 0.00% Add +21.1% 23 $9K
Sachetta, LLC 0.00% Add +100.0% 22 $8K
Asset Dedication, LLC 0.00% New 22 $8K
Avion Wealth 0.00% Add +14.3% 24 $8K
Kelleher Financial Advisors 0.00% New 21 $8K
Synergy Investment Management, LLC 0.00% No change 20 $8K
Larson Financial Group LLC 0.00% Reduce -13.0% 20 $8K
Bare Financial Services, Inc 0.00% Add +566.7% 20 $7K
Retirement Wealth Solutions LLC 0.00% Add +5.3% 20 $7K
Private Wealth Management Group, LLC 0.00% No change 18 $7K
Whittier Trust Co. 0.00% No change 17 $6K
True Wealth Design, LLC 0.00% Add +30.8% 17 $6K
Bogart Wealth, LLC 0.00% Add +100.0% 16 $6K
GW&K Investment Management, LLC 0.00% New 17 $6K
Cromwell Holdings LLC 0.00% Add +100.0% 16 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $6K
CoreCap Advisors, LLC 0.00% Add +100.0% 16 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 19 $6K
Cape Investment Advisory, Inc. 0.00% New 15 $6K
Creative Capital Management Investments LLC 0.00% New 15 $6K
Triumph Capital Management 0.00% No change 15 $6K
Physician Wealth Advisors, Inc. 0.00% Add +75.0% 14 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +27.3% 14 $5K
Continuum Advisory, LLC 0.00% New 14 $5K
Phillip James Consulting Co. 0.00% No change 13 $5K
Cedar Mountain Advisors, LLC 0.00% No change 13 $5K
Signature Equity Partners, LLC 0.00% No change 13 $5K
MidFirst Bank 0.00% No change 12 $4K
Fairway Wealth LLC 0.00% No change 11 $4K
JPL Wealth Management, LLC 0.00% No change 11 $4K
Prestige Wealth Management Group LLC 0.00% Add +10.0% 11 $4K
Pacifica Partners Inc. 0.00% No change 11 $4K
Valued Wealth Advisors LLC 0.00% No change 10 $4K
Dunhill Financial, LLC 0.00% No change 10 $4K
TIAA Wealth Investment Management LLC 0.00% Add +900.0% 10 $4K
Manchester Capital Management LLC 0.00% No change 10 $4K
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $3K
Hughes Financial Services, LLC 0.00% Add +125.0% 9 $3K
Financial Management Professionals, Inc. 0.00% No change 9 $3K
Capital Advisors, Ltd. LLC 0.00% No change 7 $3K
LRI Investments, LLC 0.00% Add +200.0% 6 $2K
Evolution Wealth Management Inc. 0.00% No change 6 $2K
Silver Grove Financial Group, Inc. 0.00% New 6 $2K
JDM Financial Group LLC 0.00% No change 6 $2K
Marquette Asset Management, LLC 0.00% No change 6 $2K
Anchor Investment Management, LLC 0.00% New 6 $2K
SBI Securities Co., Ltd. 0.00% No change 6 $2K
Transce3nd, LLC 0.02% No change 5 $2K
Sunrise Financial Services, LLC 0.00% No change 5 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 5 $2K
Fulcrum Asset Management LLP 0.00% New 4 $1K
Kilter Group LLC 0.00% No change 4 $1K
FWL Investment Management, LLC 0.00% New 4 $1K
1015 Capital Partners, LLC 0.00% No change 3 $1K
Quaker Wealth Management, LLC 0.00% Add +50.0% 3 $1K
Activest Wealth Management 0.00% Reduce -92.5% 3 $1K
TFC Financial Management, Inc. 0.00% No change 3 $1K
DecisionPoint Financial, LLC 0.00% Add +200.0% 3 $1K
Navigoe, LLC 0.00% New 3 $1K
Golden State Wealth Management, LLC 0.00% No change 2 $752
Seneschal Advisors, LLC 0.00% No change 2 $748
Principia Wealth Advisory, LLC 0.00% No change 2 $747
Mosley Wealth Management 0.00% New 2 $747
Harbor Investment Advisory, LLC 0.00% No change 2 $747
SHP Wealth Management 0.00% New 2 $747
Bruce G. Allen Investments, LLC 0.00% No change 1 $374
Maryland Capital Advisors Inc. 0.00% — 1 $374
West Paces Advisors Inc. 0.00% New 1 $374
American Capital Advisory, LLC 0.00% No change 1 $374
SouthState Bank Corp 0.00% No change 1 $374
Motco 0.00% New 1 $374
Raffa Wealth Management, LLC 0.00% No change 1 $374
Beaird Harris Wealth Management, LLC 0.00% No change 1 $374

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