Sap SE-Sponsored ADRSAP
13F holders, Q3 2024 (September 30)791holders +49
99new positions
49sold out
7famous investors
$229.06avg. 13F price*
At the end of Q3 2024, 791 institutions reported holding Sap SE-Sponsored ADR (SAP) in their 13F filings, up 49 from Q2 2024. 99 opened new positions and 49 sold out. The largest holders were Capital International Investors ($2.4B), FMR LLC ($2.3B) and Fisher Asset Management ($1.1B). 7 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sap SE-Sponsored ADR
- CUSIP
- 803054204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $293.1M |
| Exits | 49 | $197.9M |
All 13F filers, Q2 2024 → Q3 2024: 5,164,244 shares bought and 6,802,930 shares sold, net −1,638,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 791 holders
| Capital International Investors | 0.46% | Reduce -0.1% | 10,451,706 | $2.4B |
| FMR LLC | 0.14% | Add +22.3% | 10,246,279 | $2.3B |
| Fisher Asset Management | 0.44% | Reduce -2.4% | 4,714,182 | $1.1B |
| Eagle Capital Management LLC | 3.91% | Reduce -1.0% | 4,595,374 | $1.1B |
| Harding Loevner LP | 4.35% | Reduce -36.1% | 3,293,471 | $754.6M |
| Morgan Stanley | 0.05% | Reduce -1.8% | 2,898,132 | $664.0M |
| Clearbridge Investments, LLC | 0.31% | Reduce -9.0% | 1,738,132 | $398.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +5.4% | 1,715,992 | $393.1M |
| Windacre Partnership LLC | 4.26% | Reduce -18.5% | 1,399,200 | $320.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -1.7% | 1,350,204 | $311.1M |
| Macquarie Group Ltd. | 0.31% | Reduce -1.1% | 1,258,944 | $288.4M |
| Bank of America Corp. | 0.03% | Reduce -47.1% | 1,244,201 | $285.0M |
| BlackRock, Inc. | 0.01% | — | 1,103,089 | $252.7M |
| Polen Capital Management LLC | 0.63% | Reduce -15.2% | 1,064,415 | $243.9M |
| Wells Fargo & Company | 0.05% | Reduce -8.5% | 903,867 | $207.1M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -8.8% | 898,686 | $205.9M |
| Northern Trust Corp. | 0.03% | Reduce -7.5% | 769,918 | $176.4M |
| Royal Bank of Canada | 0.04% | Reduce -3.0% | 722,520 | $165.5M |
| TD Asset Management Inc | 0.14% | Add +4612.8% | 712,391 | $162.4M |
| Westfield Capital Management Co. LP | 0.68% | Reduce -2.6% | 653,928 | $149.8M |
| Principal Financial Group Inc. | 0.08% | Add +0.8% | 611,572 | $140.1M |
| Raymond James & Associates | 0.08% | Reduce -10.4% | 565,930 | $129.7M |
| JPMorgan Chase & Co. | 0.01% | Add +1.4% | 548,469 | $125.7M |
| Crawford Investment Counsel Inc. | 1.67% | Reduce -2.6% | 425,598 | $97.5M |
| Aviso Financial Inc. | 4.10% | Add +2.1% | 361,338 | $82.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.9% | 344,518 | $78.9M |
| Neuberger Berman Group LLC | 0.06% | Reduce -12.8% | 342,370 | $78.4M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -36.6% | 284,258 | $72.5M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +0.1% | 295,094 | $67.6M |
| Natixis Advisors, LLC | 0.13% | Reduce -0.8% | 291,855 | $66.9M |
| Lazard Asset Management LLC | 0.09% | Reduce -0.2% | 286,988 | $65.7M |
| GQG Partners LLC | 0.10% | Add +266.0% | 280,660 | $64.3M |
| Voya Investment Management LLC | 0.07% | New | 257,675 | $59.0M |
| First Trust Advisors LP | 0.05% | Reduce -14.0% | 244,350 | $56.0M |
| Point72 Asset Management | 0.19% | Add +92.3% | 238,112 | $54.6M |
| Brandes Investment Partners, LP | 0.61% | Reduce -5.2% | 236,847 | $54.3M |
| Night Owl Capital Management, LLC | 6.92% | Add +3.0% | 221,023 | $50.6M |
| Mar Vista Investment Partners LLC | 3.20% | Reduce -42.8% | 219,074 | $50.2M |
| Stifel Financial Corp. | 0.05% | Add +12.5% | 210,804 | $48.3M |
| Old Mission Capital LLC | 1.01% | New | 201,873 | $46.2M |
| NewEdge Advisors, LLC | 0.30% | Add +0.4% | 198,757 | $45.5M |
| Becker Capital Management Inc. | 1.37% | Reduce -3.5% | 183,696 | $42.1M |
| Causeway Capital Management LLC | 1.01% | Reduce -13.8% | 179,048 | $41.0M |
| Bank of Montreal | 0.02% | Add +6.8% | 176,571 | $40.3M |
| Sei Investments Co. | 0.05% | Add +0.3% | 168,727 | $38.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.18% | Add +644.9% | 164,330 | $37.6M |
| Keystone Investors Pte Ltd. | 2.71% | Reduce -43.5% | 161,479 | $37.0M |
| Marsico Capital Management LLC | 0.96% | Add +34.4% | 149,789 | $34.3M |
| Invesco Ltd. | 0.01% | Add +110.7% | 139,206 | $31.9M |
| US Bancorp \de | 0.04% | Reduce -8.2% | 128,227 | $29.4M |
| JARISLOWSKY, FRASER Ltd | 0.16% | Reduce -2.7% | 128,036 | $29.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.2% | 127,649 | $29.2M |
| Cresset Asset Management, LLC | 0.11% | Add +1.7% | 121,078 | $27.7M |
| Foresight Global Investors, Inc. | 14.29% | Reduce -3.7% | 115,026 | $26.4M |
| Promethos Capital, LLC | 9.36% | No change | 114,649 | $26.3M |
| Coerente Capital Management | 4.86% | Add +0.3% | 113,749 | $26.1M |
| Cardinal Capital Management, Inc. | 1.03% | Add +2.2% | 109,605 | $25.1M |
| Obermeyer Wealth Partners | 1.33% | New | 108,619 | $24.9M |
| Cidel Asset Management Inc. | 1.73% | Add +0.5% | 106,655 | $24.4M |
| Optiver Holding B.V. | 0.61% | New | 104,764 | $24.0M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -12.4% | 104,286 | $23.9M |
| Davis Selected Advisers | 0.13% | Add +0.6% | 99,355 | $22.8M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 99,244 | $22.7M |
| Kodai Capital Management LP | 0.46% | Reduce -33.9% | 96,595 | $22.1M |
| Creative Planning | 0.02% | Add +17.4% | 95,434 | $21.9M |
| Hantz Financial Services, Inc. | 0.38% | Reduce -7.5% | 94,162 | $21.6M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +23.2% | 92,619 | $21.5M |
| Crossmark Global Holdings, Inc. | 0.38% | Add +47.4% | 91,375 | $20.9M |
| QRG Capital Management, Inc. | 0.22% | Add +4.5% | 89,751 | $20.6M |
| Kornitzer Capital Management Inc. | 0.37% | No change | 87,391 | $20.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.8% | 86,228 | $19.8M |
| Millennium Management | 0.02% | Reduce -36.5% | 85,509 | $19.6M |
| Dash Acquisitions Inc. | 4.63% | Add +2.8% | 80,100 | $19.0M |
| Sustainable Growth Advisers, LP | 0.08% | Reduce -13.3% | 82,407 | $18.9M |
| Pathstone Holdings, LLC | 0.08% | Reduce -12.3% | 81,568 | $18.7M |
| American Century Companies Inc. | 0.01% | Add +3.7% | 78,892 | $18.1M |
| NorthCrest Asset Manangement, LLC | 0.54% | Add +2.3% | 77,277 | $17.7M |
| Mediolanum International Funds Ltd | 0.24% | New | 75,687 | $17.4M |
| Jane Street Group, LLC | 0.03% | Add +261.5% | 75,538 | $17.3M |
| Citigroup Inc. | 0.02% | Reduce -54.8% | 75,330 | $17.3M |
| Capital International, Inc. | 0.21% | Add +1.4% | 74,123 | $17.0M |
| Cambiar Investors LLC | 0.65% | Reduce -26.7% | 73,912 | $16.9M |
| National Bank of Canada | 0.02% | Reduce -13.8% | 73,247 | $16.7M |
| Scotia Capital Inc. | 0.09% | Add +22.6% | 72,999 | $16.7M |
| Oppenheimer Asset Management Inc. | 0.19% | Reduce -21.6% | 69,370 | $15.9M |
| UBS Group AG | 0.00% | Add +4.7% | 68,746 | $15.7M |
| Federated Hermes, Inc. | 0.03% | Add +18.9% | 67,576 | $15.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.2% | 68,131 | $15.4M |
| T. Rowe Price Associates Inc. | 0.00% | New | 66,378 | $15.2M |
| Cerity Partners LLC | 0.03% | Add +40.7% | 66,296 | $15.2M |
| Citadel Advisors | 0.02% | Add +68.5% | 66,005 | $15.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +24.5% | 65,732 | $15.1M |
| Townsquare Capital LLC | 0.18% | Add +4.3% | 64,942 | $14.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.9% | 62,580 | $14.3M |
| Sanctuary Advisors, LLC | 0.09% | Add +20.7% | 60,668 | $14.3M |
| Boston Common Asset Management, LLC | 0.37% | Reduce -22.9% | 62,159 | $14.2M |
| Quantinno Capital Management LP | 0.18% | Add +12.2% | 60,375 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +17.1% | 60,498 | $13.8M |
| Ethic Inc. | 0.35% | Reduce -2.0% | 70,528 | $13.8M |
| Assetmark, Inc. | 0.04% | Reduce -0.8% | 56,349 | $12.9M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -66.9% | 55,000 | $12.6M |
| Truist Financial Corp. | 0.02% | Reduce -27.1% | 54,134 | $12.4M |
| Dividend Assets Capital, LLC | 2.34% | Reduce -9.6% | 53,441 | $12.2M |
| Crestline Management, L.P. | 0.68% | New | 51,865 | $11.9M |
| Guardian Capital Advisors LP | 1.15% | Add +0.1% | 51,674 | $11.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.5% | 50,560 | $11.6M |
| CIBC Asset Management Inc | 0.04% | Add +9.8% | 50,247 | $11.4M |
| Chartwell Investment Partners, LLC | 0.39% | Reduce -11.1% | 49,430 | $11.3M |
| Holocene Advisors, LP | 0.04% | New | 47,440 | $10.9M |
| Henry James International Management Inc. | 3.78% | Reduce -3.9% | 47,290 | $10.8M |
| Mariner, LLC | 0.02% | Reduce -4.5% | 47,056 | $10.8M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -7.7% | 46,834 | $10.7M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -7.7% | 46,834 | $10.7M |
| Skye Global Management LP | 0.26% | Add +197.1% | 46,800 | $10.7M |
| MML Investors Services, LLC | 0.04% | Add +1.3% | 46,288 | $10.6M |
| HRT Financial LP | 0.05% | New | 45,443 | $10.4M |
| Franklin Resources Inc. | 0.00% | Reduce -12.1% | 43,548 | $10.1M |
| AMJ Financial Wealth Management | 2.89% | Reduce -0.6% | 43,845 | $10.0M |
| One Capital Management, LLC | 0.31% | Reduce -1.8% | 42,910 | $9.8M |
| Vanguard Personalized Indexing Management, LLC | 0.16% | Add +13.2% | 42,707 | $9.8M |
| Value Partners Investments Inc. | 0.79% | Reduce -0.0% | 42,543 | $9.8M |
| Maytus Capital Management, LLC | 3.42% | Add +31.7% | 42,500 | $9.7M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -2.0% | 41,625 | $9.5M |
| Public Employees Retirement System of Ohio | 0.04% | New | 40,594 | $9.3M |
| Thornburg Investment Management Inc. | 0.12% | Reduce -0.2% | 39,654 | $9.1M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +9.5% | 36,801 | $8.4M |
| Glenmede Trust Co. NA | 0.04% | Add +10.1% | 36,438 | $8.3M |
| Unio Capital LLC | 3.32% | Reduce -1.6% | 35,830 | $8.2M |
| Naples Global Advisors, LLC | 0.72% | Add +0.1% | 33,796 | $7.7M |
| Capital Research Global Investors | 0.00% | Add +2.0% | 33,050 | $7.5M |
| Cohen Klingenstein LLC | 0.26% | Reduce -0.4% | 32,256 | $7.4M |
| Cetera Investment Advisers | 0.02% | Reduce -4.3% | 32,099 | $7.4M |
| Nia Impact Advisors, LLC | 2.43% | Add +0.2% | 31,884 | $7.3M |
| Timber Creek Capital Management LLC | 2.04% | Add +0.8% | 31,836 | $7.3M |
| Atria Investments, Inc | 0.09% | Reduce -21.4% | 31,407 | $7.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +0.3% | 31,216 | $7.2M |
| LMR Partners LLP | 0.19% | New | 30,000 | $6.9M |
| Rock Point Advisors, LLC | 1.83% | Reduce -2.7% | 29,229 | $6.7M |
| Prosperity Consulting Group, LLC | 0.52% | Reduce -7.7% | 28,929 | $6.6M |
| HSBC Holdings PLC | 0.00% | Add +414.4% | 29,030 | $6.6M |
| Corient Private Wealth LP | 0.01% | Add +8.9% | 28,906 | $6.6M |
| Cox Capital Mgt LLC | 3.95% | Reduce -0.6% | 28,843 | $6.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.29% | Reduce -0.2% | 28,038 | $6.4M |
| Cardinal Capital Management | 0.99% | Add +0.4% | 27,735 | $6.4M |
| Ritholtz Wealth Management | 0.19% | Add +8.6% | 27,130 | $6.2M |
| M&T Bank Corp | 0.02% | Reduce -15.4% | 27,120 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.7% | 26,973 | $6.2M |
| Captrust Financial Advisors | 0.02% | Reduce -17.6% | 26,487 | $6.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -10.9% | 26,204 | $6.0M |
| Capital Wealth Planning, LLC | 0.06% | Add +37.7% | 25,999 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -7.4% | 25,266 | $5.8M |
| Focus Partners Wealth | 0.02% | Reduce -43.5% | 24,845 | $5.7M |
| Capital Investment Counsel, Inc | 0.80% | Reduce -1.7% | 24,421 | $5.6M |
| Pinnbrook Capital Management LP | 1.68% | Add +392.3% | 24,238 | $5.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +376.4% | 23,794 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 23,265 | $5.3M |
| Rhumbline Advisers | 0.00% | Add +4.2% | 23,204 | $5.3M |
| First Trust Direct Indexing L.P. | 0.27% | Add +3.3% | 22,112 | $5.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -2.9% | 22,089 | $5.1M |
| Hollow Brook Wealth Management LLC | 1.47% | Add +4.7% | 21,570 | $4.9M |
| Naviter Wealth, LLC | 0.68% | Add +0.8% | 21,334 | $4.9M |
| Moran Wealth Management, LLC | 0.15% | Reduce -0.4% | 21,014 | $4.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 20,920 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.7% | 20,520 | $4.7M |
| Choreo, LLC | 0.07% | Reduce -10.9% | 20,745 | $4.7M |
| William Blair Investment Management, LLC | 0.01% | Add +0.1% | 20,395 | $4.7M |
| Moore Capital Management, LP | 0.15% | Add +30.9% | 19,893 | $4.6M |
| Signaturefd, LLC | 0.09% | Add +5.2% | 19,822 | $4.5M |
| Bayesian Capital Management, LP | 0.53% | Add +73.6% | 19,793 | $4.5M |
| Calamos Wealth Management LLC | 0.24% | Add +3.5% | 19,773 | $4.5M |
| Highland Capital Management, LLC | 0.25% | Reduce -0.6% | 19,400 | $4.4M |
| Bleakley Financial Group, LLC | 0.13% | Add +0.2% | 19,096 | $4.4M |
| Hudson Bay Capital Management LP | 0.04% | New | 19,067 | $4.4M |
| Fifth Third Bancorp | 0.02% | Reduce -27.6% | 18,945 | $4.3M |
| Chase Investment Counsel Corp. | 1.45% | Add +1.7% | 18,941 | $4.3M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.3% | 18,899 | $4.3M |
| Saturna Capital Corp. | 0.06% | No change | 18,804 | $4.3M |
| SG Americas Securities, LLC | 0.02% | Add +109.5% | 18,425 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.4% | 18,266 | $4.2M |
| Bailard, Inc. | 0.11% | Add +19.6% | 18,237 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +53.2% | 18,195 | $4.2M |
| Twinbeech Capital LP | 0.08% | New | 18,098 | $4.1M |
| Aperture Investors, LLC | 0.52% | Reduce -24.2% | 17,903 | $4.1M |
| Arlington Partners LLC | 1.57% | Add +7.1% | 17,534 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.2% | 17,494 | $4.0M |
| Dorsey Wright & Associates | 0.94% | Add +12.5% | 17,409 | $4.0M |
| Synovus Financial Corp. | 0.04% | Reduce -0.3% | 16,865 | $3.9M |
| Eagle Global Advisors LLC | 0.19% | Reduce -1.0% | 16,752 | $3.8M |
| China Universal Asset Management Co., Ltd. | 0.42% | New | 16,500 | $3.8M |
| Melqart Asset Management (UK) Ltd | 0.37% | New | 16,481 | $3.8M |
| NewEdge Wealth, LLC | 0.07% | Add +8.8% | 16,274 | $3.7M |
| Regions Financial Corp. | 0.03% | Reduce -5.3% | 16,089 | $3.7M |
| Schechter Investment Advisors, LLC | 0.27% | Reduce -6.3% | 15,696 | $3.6M |
| Barclays PLC | 0.00% | New | 15,685 | $3.6M |
| Paradigm Asset Management Co. LLC | 0.94% | No change | 15,600 | $3.6M |
| Caprock Group, LLC | 0.13% | Add +5.7% | 15,323 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 15,200 | $3.5M |
| Forum Financial Management, LP | 0.06% | No change | 15,192 | $3.5M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +3.4% | 14,991 | $3.4M |
| Qtron Investments LLC | 0.46% | Add +16.7% | 14,674 | $3.4M |
| Capital World Investors | 0.00% | Add +2.0% | 14,697 | $3.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -6.3% | 14,572 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -1.5% | 14,521 | $3.3M |
| &partners | 0.06% | Add +120.5% | 14,479 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -18.3% | 14,433 | $3.3M |
| Ellevest, Inc. | 0.18% | Reduce -0.9% | 14,414 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +30.9% | 14,400 | $3.3M |
| Procyon Advisors, LLC | 0.22% | Reduce -5.1% | 14,236 | $3.3M |
| Madison Asset Management, LLC | 0.04% | Reduce -4.7% | 13,938 | $3.2M |
| Verdence Capital Advisors LLC | 0.25% | Reduce -14.7% | 13,898 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.7% | 13,882 | $3.2M |
| Advisors Asset Management, Inc. | 0.06% | Add +15.0% | 13,595 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.23% | New | 13,555 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.7% | 13,519 | $3.1M |
| Keybank National Association | 0.01% | Reduce -22.8% | 13,456 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.3% | 12,931 | $3.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.18% | New | 12,885 | $3.0M |
| XTX Topco Ltd | 0.21% | New | 12,803 | $2.9M |
| State Street Corp. | 0.00% | No change | 12,398 | $2.8M |
| Pitcairn Co. | 0.17% | Reduce -16.7% | 12,336 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -31.8% | 12,242 | $2.8M |
| Frank, Rimerman Advisors LLC | 0.20% | No change | 12,099 | $2.8M |
| Graham Capital Management, L.P. | 0.15% | New | 12,059 | $2.8M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +4.4% | 11,922 | $2.7M |
| PEAK6 Investments LLC | 0.14% | Add +286.5% | 11,855 | $2.7M |
| Horizon Investments, LLC | 0.07% | Add +66.8% | 11,705 | $2.7M |
| Legacy Wealth Asset Management, LLC | 0.72% | Reduce -15.3% | 11,702 | $2.7M |
| Vident Advisory, LLC | 0.07% | Add +20.1% | 11,507 | $2.6M |
| Vise Technologies, Inc. | 0.34% | Add +6.0% | 11,497 | $2.6M |
| Diversified Trust Co. | 0.07% | New | 11,485 | $2.6M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.1% | 12,611 | $2.6M |
| Prospera Financial Services Inc | 0.07% | Reduce -0.3% | 11,380 | $2.6M |
| Diversify Wealth Management, LLC | 0.25% | Add +1.2% | 11,095 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 11,314 | $2.6M |
| Alaethes Wealth, LLC | 0.93% | Reduce -9.0% | 11,048 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +5.3% | 11,032 | $2.5M |
| Tidal Investments LLC | 0.03% | Add +15.8% | 10,944 | $2.5M |
| Weatherly Asset Management L. P. | 0.22% | Reduce -0.4% | 10,845 | $2.5M |
| Quadrant Capital Group LLC | 0.17% | Reduce -0.3% | 10,839 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +3.9% | 10,751 | $2.5M |
| Lockheed Martin Investment Management Co. | 0.11% | Reduce -6.6% | 10,620 | $2.4M |
| Sterling Capital Management LLC | 0.03% | — | 10,615 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.5% | 10,515 | $2.4M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -0.8% | 9,984 | $2.3M |
| Marks Group Wealth Management, Inc | 0.22% | Reduce -21.2% | 9,980 | $2.3M |
| SevenBridge Financial Group, LLC | 0.44% | Reduce -1.6% | 9,619 | $2.3M |
| Independent Advisor Alliance | 0.08% | Reduce -0.2% | 9,683 | $2.2M |
| Ieq Capital, LLC | 0.03% | Add +15.1% | 9,571 | $2.2M |
| Evergreen Capital Management LLC | 0.07% | Add +12.9% | 9,469 | $2.2M |
| Harvest Fund Management Co., Ltd | 0.13% | Add +98.8% | 9,368 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -9.1% | 9,224 | $2.1M |
| Gibbs Wealth Management | 0.68% | Add +9.7% | 9,140 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -22.2% | 9,024 | $2.1M |
| Compound Planning, Inc. | 0.13% | Add +20.0% | 8,991 | $2.1M |
| Benjamin Edwards Inc. | 0.03% | Add +1496.4% | 8,940 | $2.0M |
| Bison Wealth, LLC | 0.32% | Add +5.9% | 8,740 | $2.0M |
| Banco de Sabadell, S.A | 1.49% | Reduce -13.7% | 8,683 | $2.0M |
| Williamson Legacy Group, LLC | 1.31% | Add +11.2% | 8,569 | $2.0M |
| Cunning Capital Partners, LP | 1.01% | No change | 8,455 | $1.9M |
| DRW Securities, LLC | 0.11% | Add +737.8% | 8,428 | $1.9M |
| Harbour Investment Management LLC | 0.83% | No change | 8,159 | $1.9M |
| Analyst IMS Investment Management Services Ltd. | 0.07% | New | 8,150 | $1.9M |
| Aaron Wealth Advisors LLC | 0.22% | Add +20.5% | 8,089 | $1.9M |
| Lake Street Advisors Group, LLC | 0.09% | Reduce -2.1% | 8,076 | $1.9M |
| Portside Wealth Group, LLC | 0.31% | Add +5.1% | 7,999 | $1.8M |
| Burney Co./ | 0.06% | Add +4.0% | 7,752 | $1.8M |
| Calamos Advisors LLC | 0.01% | Add +0.6% | 7,731 | $1.8M |
| Principal Securities, Inc. | 0.04% | Add +5.8% | 7,721 | $1.8M |
| GMO | 0.01% | Add +80.5% | 7,695 | $1.8M |
| Boston Trust Walden Corp | 0.01% | Add +25.0% | 7,495 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -4.5% | 7,395 | $1.7M |
| Lester Murray Antman dba SimplyRich | 0.47% | No change | 7,375 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -5.0% | 7,213 | $1.7M |
| Stablepoint Partners, LLC | 0.30% | Reduce -0.2% | 7,197 | $1.6M |
| AQR Capital Management | 0.00% | Add +62.6% | 7,190 | $1.6M |
| DMC Group, LLC | 1.33% | Add +3.6% | 7,172 | $1.6M |
| Asset Dedication, LLC | 0.11% | Reduce -0.9% | 6,986 | $1.6M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.2% | 6,964 | $1.6M |
| Eagle Asset Management Inc. | 0.01% | Add +10.9% | 6,566 | $1.6M |
| Malaga Cove Capital, LLC | 0.63% | Reduce -33.0% | 6,791 | $1.6M |
| Founders Financial Securities LLC | 0.14% | Reduce -4.7% | 6,735 | $1.5M |
| Summit Securities Group LLC | 0.97% | Reduce -49.6% | 16,371 | $1.5M |
| First Affirmative Financial Network | 0.81% | Add +7.8% | 6,488 | $1.5M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.16% | Reduce -0.1% | 6,476 | $1.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.20% | Reduce -5.0% | 6,415 | $1.5M |
| Ballentine Partners, LLC | 0.03% | Add +16.6% | 6,403 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +11.9% | 6,373 | $1.5M |
| LVW Advisors, LLC | 0.18% | Reduce -8.6% | 6,240 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +244.9% | 6,233 | $1.4M |
| Florida Trust Wealth Management Co | 0.05% | Add +224.4% | 6,222 | $1.4M |
| West Family Investments, Inc. | 0.48% | Add +5.3% | 6,211 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +16.2% | 6,172 | $1.4M |
| HB Wealth Management, LLC | 0.02% | Add +174.7% | 6,165 | $1.4M |
| Northern Financial Advisors Inc | 1.03% | Reduce -0.2% | 5,933 | $1.4M |
| Palogic Value Management, L.P. | 0.55% | Reduce -3.0% | 5,864 | $1.3M |
| Checchi Capital Advisers, LLC | 0.10% | Reduce -3.5% | 5,857 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -8.2% | 5,852 | $1.3M |
| Seven Eight Capital, LP | 0.12% | Add +49.8% | 5,787 | $1.3M |
| Covenant Partners, LLC | 0.38% | No change | 5,763 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +9.8% | 5,737 | $1.3M |
| HighPoint Advisor Group LLC | 0.08% | Reduce -1.9% | 5,633 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.6% | 5,705 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | No change | 5,600 | $1.3M |
| GC Wealth Management RIA, LLC | 0.22% | Reduce -3.1% | 5,569 | $1.3M |
| Haverford Trust Co | 0.01% | Reduce -2.2% | 5,519 | $1.3M |
| Employees Retirement System of Texas | 0.01% | No change | 5,516 | $1.3M |
| Sendero Wealth Management, LLC | 0.20% | No change | 5,489 | $1.3M |
| Connective Portfolio Management, LLC | 2.21% | New | 7,015 | $1.3M |
| 1832 Asset Management L.P. | 0.00% | Reduce -87.4% | 5,391 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.12% | Reduce -1.9% | 5,310 | $1.2M |
| Callan Capital, LLC | 0.08% | Add +21.4% | 5,307 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +56.8% | 5,298 | $1.2M |
| SRN Advisors, LLC | 1.08% | Reduce -3.8% | 5,298 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.5% | 5,294 | $1.2M |
| Norden Group LLC | 0.14% | Add +45.1% | 5,136 | $1.2M |
| Henshaw Capital LLC | 0.05% | Add +194.5% | 5,121 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +144.5% | 5,785 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.3% | 5,036 | $1.2M |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Reduce -4.5% | 4,995 | $1.1M |
| Americana Partners, LLC | 0.08% | Add +9.6% | 4,976 | $1.1M |
| Mitchell & Pahl Private Wealth, LLC | 0.53% | No change | 4,971 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.30% | Add +2.7% | 4,969 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +248.5% | 4,959 | $1.1M |
| Profund Advisors LLC | 0.04% | Reduce -13.1% | 4,902 | $1.1M |
| SOL Capital Management CO | 0.12% | No change | 4,858 | $1.1M |
| Personal Cfo Solutions, LLC | 0.15% | Reduce -13.2% | 4,816 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.2% | 4,762 | $1.1M |
| Intrust Bank NA | 0.11% | Add +5.3% | 4,691 | $1.1M |
| Mma Asset Management LLC | 0.28% | Add +100.0% | 5,920 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +310.5% | 4,610 | $1.1M |
| Syon Capital LLC | 0.09% | Add +5.2% | 4,604 | $1.1M |
| Gabelli Funds LLC | 0.01% | Reduce -28.6% | 4,500 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -13.3% | 4,469 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -2.5% | 4,427 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | New | 4,425 | $1.0M |
| SlateStone Wealth, LLC | 0.09% | Reduce -29.3% | 4,346 | $996K |
| Private Advisor Group, LLC | 0.01% | Add +6.4% | 4,310 | $987K |
| Confluence Investment Management LLC | 0.01% | Reduce -7.9% | 4,276 | $980K |
| Lido Advisors, LLC | 0.01% | Add +10.2% | 4,250 | $974K |
| Baker Tilly Wealth Management, LLC | 0.42% | Add +1.7% | 4,183 | $958K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.7% | 4,178 | $947K |
| Smartleaf Asset Management LLC | 0.11% | Add +142.7% | 4,130 | $942K |
| MAI Capital Management | 0.01% | Reduce -43.1% | 4,102 | $940K |
| Canandaigua National Bank & Trust Co. | 0.09% | Add +54.3% | 4,071 | $933K |
| Alps Advisors Inc. | 0.01% | Reduce -25.7% | 4,059 | $930K |
| PDS Planning, Inc | 0.08% | Add +1.3% | 3,994 | $915K |
| Hancock Whitney Corp. | 0.03% | Reduce -1.9% | 3,921 | $898K |
| YHB Investment Advisors, Inc. | 0.07% | No change | 3,915 | $897K |
| Louisbourg Investments Inc. | 0.22% | Reduce -41.0% | 3,880 | $889K |
| Flow Traders U.S. LLC | 0.04% | Add +61.9% | 3,873 | $887K |
| Twin Tree Management, LP | 0.02% | Reduce -34.0% | 3,851 | $882K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.1% | 3,850 | $882K |
| Engineers Gate Manager LP | 0.02% | New | 3,792 | $869K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.6% | 3,779 | $866K |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 3,751 | $859K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +1.1% | 3,722 | $853K |
| Thrivent Financial for Lutherans | 0.00% | Add +79.1% | 3,717 | $852K |
| Tritonpoint Wealth, LLC | 0.08% | Add +3.9% | 3,732 | $851K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -21.6% | 3,618 | $841K |
| GAMMA Investing LLC | 0.08% | Add +25.4% | 3,668 | $840K |
| Coldstream Capital Management Inc. | 0.02% | Add +9.8% | 3,646 | $835K |
| Summit Global Investments | 0.05% | Reduce -23.3% | 3,637 | $833K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -15.9% | 3,616 | $828K |
| Cable Hill Partners, LLC | 0.08% | Add +0.4% | 3,601 | $825K |
| AE Wealth Management LLC | 0.01% | Reduce -47.9% | 3,581 | $820K |
| Sage Rhino Capital LLC | 0.18% | Add +2.2% | 3,507 | $803K |
| AdvisorShares Investments LLC | 0.15% | Reduce -5.9% | 3,483 | $798K |
| Clearstead Advisors, LLC | 0.01% | Add +54.0% | 3,477 | $797K |
| Kathmere Capital Management, LLC | 0.07% | Add +12.8% | 3,414 | $782K |
| One Wealth Advisors, LLC | 0.12% | Reduce -31.1% | 3,406 | $780K |
| Deutsche Bank AG | 0.00% | Add +13.1% | 3,377 | $774K |
| Howard Capital Management Group, LLC | 0.05% | No change | 3,376 | $773K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.3% | 3,375 | $773K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -3.9% | 3,340 | $765K |
| Northwest & Ethical Investments L.P. | 0.02% | No change | 3,354 | $764K |
| Bank of Hawaii | 0.03% | Add +2.0% | 3,322 | $761K |
| Zions Bancorporation, N.A. | 0.06% | Add +37.3% | 3,311 | $759K |
| Cordatus Wealth Management LLC | 0.27% | No change | 3,267 | $748K |
| Lanark Financial, Inc. | 0.06% | Reduce -1.8% | 3,261 | $747K |
| Bank of Nova Scotia | 0.00% | Reduce -2.6% | 3,247 | $744K |
| Hilltop Holdings Inc. | 0.05% | Add +51.1% | 3,230 | $740K |
| Calydon Capital | 0.12% | No change | 3,653 | $737K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.6% | 3,216 | $737K |
| Tectonic Advisors LLC | 0.05% | No change | 3,198 | $733K |
| Mgo One Seven LLC | 0.03% | Reduce -19.5% | 3,185 | $730K |
| Blair William & Co. | 0.00% | Add +2.5% | 3,160 | $724K |
| Financial Advocates Investment Management | 0.04% | Reduce -0.7% | 3,148 | $721K |
| Permanens Capital L.P. | 0.15% | New | 3,136 | $718K |
| Optas, LLC | 0.16% | Add +16.3% | 3,122 | $715K |
| Strategic Global Advisors, LLC | 0.14% | New | 3,106 | $712K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.0% | 3,059 | $701K |
| BKM Wealth Management, LLC | 0.28% | Add +7.1% | 3,050 | $699K |
| Cwm, LLC | 0.00% | Add +5.3% | 3,018 | $691K |
| Clarius Group, LLC | 0.05% | Reduce -13.9% | 2,986 | $684K |
| Sivia Capital Partners, LLC | 0.40% | Add +4.6% | 2,946 | $675K |
| Sage Mountain Advisors LLC | 0.06% | Reduce -9.2% | 2,939 | $673K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.1% | 2,910 | $667K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -18.3% | 2,873 | $658K |
| Summit Trail Advisors, LLC | 0.02% | Add +12.4% | 2,868 | $657K |
| Janus Henderson Group PLC | 0.00% | Add +0.7% | 2,857 | $655K |
| First Horizon Advisors, Inc. | 0.02% | Add +11.0% | 2,824 | $647K |
| Alera Investment Advisors, LLC | 0.07% | Reduce -7.8% | 2,773 | $635K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 2,770 | $635K |
| Keel Point, LLC | 0.05% | Reduce -5.8% | 2,754 | $631K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -0.9% | 2,736 | $627K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -6.0% | 2,778 | $626K |
| Earnest Partners LLC | 0.00% | Add +5.5% | 2,729 | $625K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +28.7% | 2,722 | $624K |
| Wrapmanager Inc. | 0.16% | Reduce -31.8% | 2,721 | $623K |
| Simplicity Wealth,LLC | 0.06% | Reduce -87.7% | 2,705 | $620K |
| Cetera Trust Company, N.A | 0.38% | Reduce -1.8% | 2,695 | $617K |
| Ascentis Independent Advisors | 0.10% | Reduce -1.0% | 2,687 | $616K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -0.1% | 2,684 | $615K |
| Financial & Tax Architects, LLC | 0.16% | Add +1.5% | 2,660 | $609K |
| Commerce Bank | 0.00% | Add +0.5% | 2,615 | $599K |
| Traveka Wealth, LLC | 0.30% | Add +21.8% | 2,566 | $588K |
| Valeo Financial Advisors, LLC | 0.02% | Add +4.7% | 2,546 | $583K |
| Circle Wealth Management, LLC | 0.01% | No change | 2,539 | $582K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.9% | 2,466 | $565K |
| Hexagon Capital Partners LLC | 0.11% | Add +0.3% | 2,434 | $558K |
| Hara Capital LLC | 0.34% | No change | 2,420 | $554K |
| Angeles Investment Advisors, LLC | 0.03% | Reduce -18.3% | 2,418 | $554K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.8% | 2,413 | $553K |
| PFG Investments, LLC | 0.04% | Reduce -1.0% | 2,403 | $550K |
| Harvest Portfolios Group Inc. | 0.02% | Reduce -13.9% | 2,389 | $547K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 2,381 | $545K |
| KBC Group NV | 0.00% | No change | 2,372 | $543K |
| Verition Fund Management LLC | 0.00% | Add +54.6% | 2,363 | $541K |
| Bahl & Gaynor LLC | 0.00% | No change | 2,350 | $538K |
| Avestar Capital, LLC | 0.06% | Add +1.0% | 2,341 | $536K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -12.0% | 2,328 | $533K |
| ICONIQ Capital, LLC | 0.01% | New | 2,318 | $531K |
| Marcum Wealth, LLC | 0.05% | Reduce -1.8% | 2,312 | $530K |
| Pine Haven Investment Counsel, Inc | 0.42% | No change | 2,285 | $523K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Add +0.2% | 2,283 | $523K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 2,239 | $513K |
| Advisors Capital Management, LLC | 0.01% | Reduce -13.6% | 2,231 | $511K |
| Sunpointe, LLC | 0.41% | Reduce -0.1% | 2,202 | $504K |
| Seven Mile Advisory | 0.33% | Add +1.8% | 2,194 | $503K |
| AlTi Global, Inc. | 0.01% | New | 2,193 | $502K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -3.2% | 2,155 | $502K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -7.5% | 2,189 | $502K |
| Prossimo Advisors, LLC | 0.37% | No change | 2,184 | $500K |
| Drive Wealth Management, LLC | 0.13% | Add +2.9% | 2,172 | $498K |
| Roman Butler Fullerton & Co. | 0.15% | Add +0.9% | 2,160 | $496K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,156 | $494K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +17.4% | 2,155 | $494K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.8% | 2,148 | $492K |
| Lindbrook Capital, LLC | 0.04% | Reduce -2.5% | 2,143 | $491K |
| Seeds Investor LLC | 0.18% | Add +34.7% | 2,142 | $491K |
| Western Wealth Management, LLC | 0.03% | No change | 2,136 | $489K |
| Two Sigma Advisers, LP | 0.00% | New | 2,100 | $481K |
| Marshall Wace, LLP | 0.00% | Reduce -98.0% | 2,100 | $481K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -21.9% | 2,080 | $477K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -5.7% | 2,074 | $475K |
| Savant Capital, LLC | 0.00% | Add +71.6% | 2,051 | $470K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -40.0% | 2,056 | $469K |
| King Luther Capital Management Corp. | 0.00% | No change | 2,047 | $469K |
| LCM Capital Management Inc | 0.27% | Add +1.3% | 2,034 | $466K |
| Allworth Financial LP | 0.00% | Reduce -1.7% | 2,033 | $466K |
| Avity Investment Management Inc. | 0.04% | Reduce -19.4% | 1,990 | $456K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -9.8% | 1,948 | $446K |
| Huntington National Bank | 0.00% | Add +12.4% | 1,937 | $444K |
| Janney Capital Management LLC | 0.03% | Add +4.4% | 1,924 | $441K |
| Knights of Columbus Asset Advisors LLC | 0.03% | Add +0.9% | 1,924 | $441K |
| Cromwell Holdings LLC | 0.28% | No change | 1,923 | $441K |
| CX Institutional | 0.02% | Add +0.6% | 1,912 | $438K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -16.5% | 1,883 | $431K |
| Freedom Investment Management, Inc. | 0.03% | Add +17.6% | 1,876 | $430K |
| Denali Advisors LLC | 0.05% | New | 1,874 | $429K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -23.2% | 1,866 | $428K |
| Davis R M Inc. | 0.01% | Add +0.6% | 1,854 | $425K |
| Gallacher Capital Management LLC | 0.19% | Reduce -6.2% | 1,851 | $424K |
| HM Payson & Co. | 0.01% | No change | 1,837 | $421K |
| Abel Hall, LLC | 0.27% | Add +4.6% | 1,832 | $420K |
| Wedmont Private Capital | 0.02% | Add +16.0% | 1,881 | $410K |
| IHT Wealth Management, LLC | 0.01% | Add +65.8% | 1,786 | $407K |
| Euro Pacific Asset Management, LLC | 0.07% | Reduce -7.1% | 1,743 | $399K |
| Community Financial Services Group, LLC | 0.08% | Reduce -5.2% | 1,727 | $396K |
| Five Oceans Advisors | 0.19% | No change | 1,726 | $395K |
| Mather Group, Llc. | 0.01% | Reduce -1.3% | 1,721 | $394K |
| High Note Wealth, LLC | 0.11% | Add +0.2% | 1,710 | $392K |
| Advisory Services Network, LLC | 0.01% | No change | 1,939 | $391K |
| D. E. Shaw & Co. | 0.00% | Reduce -69.1% | 1,700 | $389K |
| Spire Wealth Management | 0.01% | Add +30.4% | 1,694 | $388K |
| Private Portfolio Partners LLC | 0.07% | New | 1,676 | $384K |
| Warther Private Wealth, LLC | 0.13% | No change | 1,642 | $376K |
| American Trust Investment Advisors, LLC | 0.15% | Reduce -33.1% | 1,640 | $376K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +10.2% | 1,640 | $376K |
| Texas Yale Capital Corp. | 0.02% | Add +21.6% | 1,631 | $374K |
| Phillips Wealth Planners LLC | 0.36% | Reduce -1.4% | 1,626 | $373K |
| Canopy Partners, LLC | 0.16% | Add +2.4% | 1,627 | $373K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 1,624 | $372K |
| Merrion Investment Management Co, LLC | 0.24% | No change | 1,620 | $371K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +15.2% | 1,618 | $370K |
| Baron Wealth Management LLC | 0.18% | Reduce -25.4% | 1,612 | $369K |
| Blue Barn Wealth, LLC | 0.19% | Reduce -3.8% | 1,604 | $367K |
| Certuity, LLC | 0.04% | Add +36.7% | 1,602 | $367K |
| FSM Wealth Advisors, LLC | 0.10% | Add +1.4% | 1,601 | $367K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -17.5% | 1,585 | $363K |
| Fort Point Capital Partners LLC | 0.05% | Add +57.3% | 1,573 | $360K |
| Net Worth Advisory Group | 0.11% | — | 1,573 | $360K |
| CWA Asset Management Group, LLC | 0.02% | — | 1,553 | $356K |
| Private Trust Co. NA | 0.04% | Reduce -7.1% | 1,549 | $355K |
| Wallace Advisory Group, LLC | 0.26% | Reduce -1.9% | 1,759 | $355K |
| Addison Advisors LLC | 0.10% | Reduce -48.7% | 1,540 | $353K |
| Old National Bancorp | 0.01% | Reduce -21.9% | 1,519 | $348K |
| CoreCap Advisors, LLC | 0.02% | New | 1,518 | $348K |
| OneAscent Financial Services LLC | 0.25% | New | 1,509 | $346K |
| Resonant Capital Advisors, LLC | 0.03% | Add +0.5% | 1,506 | $345K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 1,500 | $344K |
| TD Private Client Wealth LLC | 0.01% | Reduce -22.2% | 1,479 | $339K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 1,470 | $337K |
| Werba Rubin Papier Wealth Management | 0.08% | Add +17.8% | 1,453 | $333K |
| Simon Quick Advisors, LLC | 0.02% | Add +9.5% | 1,453 | $333K |
| Summitry LLC | 0.02% | Reduce -28.2% | 1,436 | $329K |
| Xponance LLC | 0.00% | Add +12.7% | 1,435 | $329K |
| Claro Advisors Inc. | 0.04% | Reduce -0.4% | 1,423 | $326K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.6% | 1,422 | $326K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -24.0% | 1,411 | $323K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +6.1% | 1,403 | $321K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.5% | 2,076 | $321K |
| Private Advisory Group LLC | 0.04% | Reduce -92.2% | 1,396 | $320K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.6% | 1,378 | $316K |
| Brighton Jones LLC | 0.01% | Add +19.1% | 1,378 | $316K |
| Ascent Group, LLC | 0.02% | Add +5.6% | 1,356 | $311K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +20.9% | 1,349 | $309K |
| Crestwood Advisors Group, LLC | 0.01% | Add +17.4% | 1,346 | $308K |
| Arkadios Wealth Advisors | 0.02% | Add +14.7% | 1,342 | $307K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.0% | 1,335 | $306K |
| American Investment Services, Inc. | 0.05% | No change | 1,333 | $305K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +10.8% | 1,326 | $304K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,318 | $302K |
| D'Orazio & Associates, Inc. | 0.04% | Add +0.4% | 1,316 | $301K |
| CI Investments Inc. | 0.00% | No change | 1,302 | $298K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 1,297 | $297K |
| D.A. Davidson & Co. | 0.00% | New | 1,293 | $296K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 1,286 | $295K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.9% | 1,286 | $295K |
| Balentine LLC | 0.01% | No change | 1,275 | $292K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -7.3% | 1,274 | $292K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +7.1% | 1,270 | $291K |
| Capital Analysts, LLC | 0.01% | Reduce -3.3% | 1,261 | $289K |
| Contravisory Investment Management, Inc. | 0.06% | Reduce -7.4% | 1,261 | $289K |
| Braun-Bostich & Associates Inc. | 0.20% | Add +24.6% | 1,258 | $288K |
| Shilanski & Associates, Inc. | 0.09% | Add +0.1% | 1,254 | $287K |
| Ingalls & Snyder LLC | 0.01% | No change | 1,249 | $286K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 1,247 | $286K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 1,247 | $286K |
| Schrum Private Wealth Management LLC | 0.15% | New | 1,242 | $285K |
| Hoxton Planning & Management, LLC | 0.11% | Reduce -4.9% | 1,242 | $285K |
| SpiderRock Advisors, LLC | 0.01% | New | 1,215 | $279K |
| Trust Point Inc. | 0.02% | Add +12.1% | 1,211 | $277K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.5% | 1,209 | $277K |
| Wolverine Trading, LLC | 0.01% | Add +12.4% | 1,191 | $272K |
| Gitterman Wealth Management, LLC | 0.11% | Add +1.6% | 1,176 | $270K |
| Avior Wealth Management, LLC | 0.01% | Add +1.0% | 1,170 | $268K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -10.3% | 1,170 | $268K |
| Centennial Bank | 0.12% | No change | 1,165 | $267K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.6% | 1,159 | $266K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.4% | 1,154 | $264K |
| Gateway Investment Advisers LLC | 0.00% | No change | 1,152 | $264K |
| Unionview, LLC | 0.20% | Reduce -0.5% | 1,148 | $263K |
| New Republic Capital, LLC | 0.15% | Reduce -22.8% | 1,145 | $262K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.6% | 1,140 | $261K |
| Enterprise Financial Services Corp | 0.15% | Reduce -4.9% | 1,135 | $260K |
| Strengthening Families & Communities, LLC | 0.07% | No change | 1,133 | $260K |
| Waldron Private Wealth LLC | 0.01% | New | 1,132 | $259K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -19.6% | 1,121 | $257K |
| BSW Wealth Partners | 0.04% | Add +2.0% | 1,118 | $256K |
| Concentrum Wealth Management | 0.10% | Reduce -0.4% | 1,114 | $255K |
| Fiduciary Trust Co | 0.00% | Reduce -22.4% | 1,112 | $255K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.9% | 1,111 | $255K |
| Focus Financial Network, Inc. | 0.01% | No change | 1,103 | $253K |
| Rosenberg Matthew Hamilton | 0.07% | Add +5.0% | 1,100 | $252K |
| Alliancebernstein L.P. | 0.00% | Reduce -96.6% | 1,099 | $252K |
| Ewa, LLC | 0.09% | Add +2.1% | 1,082 | $250K |
| Veracity Capital LLC | 0.09% | New | 1,079 | $247K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 1,074 | $246K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,073 | $246K |
| DGS Capital Management, LLC | 0.07% | New | 1,073 | $246K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | Add +0.5% | 1,072 | $246K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -19.7% | 1,067 | $244K |
| FLC Capital Advisors | 0.06% | No change | 1,059 | $243K |
| Foster Group, Inc. | 0.01% | No change | 1,044 | $239K |
| Hilltop National Bank | 0.07% | No change | 1,025 | $235K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.2% | 1,014 | $232K |
| Pure Financial Advisors, LLC | 0.01% | New | 1,011 | $232K |
| World Investment Advisors | 0.01% | New | 990 | $227K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +15.7% | 989 | $227K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -41.4% | 984 | $225K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.8% | 980 | $225K |
| GFS Advisors, LLC | 0.05% | New | 979 | $224K |
| Moors & Cabot, Inc. | 0.01% | New | 974 | $223K |
| Brookstone Capital Management | 0.00% | New | 974 | $223K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -21.2% | 1,009 | $222K |
| Trexquant Investment LP | 0.00% | New | 15,780 | $220K |
| Decatur Capital Management, Inc. | 0.10% | New | 959 | $220K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.1% | 951 | $218K |
| Hardy Reed LLC | 0.02% | New | 950 | $218K |
| 180 Wealth Advisors, LLC | 0.03% | New | 948 | $217K |
| Riversedge Advisors, LLC | 0.05% | New | 944 | $216K |
| Equitable Trust Co. | 0.01% | Reduce -7.6% | 943 | $216K |
| 44 Wealth Management LLC | 0.07% | — | 909 | $213K |
| Koshinski Asset Management, Inc. | 0.02% | New | 929 | $213K |
| Geneos Wealth Management Inc. | 0.01% | Add +511.9% | 924 | $212K |
| Riverbridge Partners LLC | 0.00% | Reduce -31.4% | 924 | $212K |
| Oppenheimer & Co. Inc. | 0.00% | New | 917 | $210K |
| Rathbones Group PLC | 0.00% | Reduce -20.1% | 919 | $210K |
| Wedbush Securities Inc. | 0.01% | Reduce -88.5% | 911 | $209K |
| Composition Wealth, LLC | 0.00% | New | 904 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | New | 901 | $206K |
| American Institute for Advanced Investment Management, LLP | 0.15% | New | 900 | $206K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 900 | $206K |
| Mutual Advisors, LLC | 0.01% | New | 863 | $206K |
| Hamilton Wealth, LLC | 0.05% | New | 894 | $205K |
| Keudell/Morrison Wealth Management | 0.06% | Reduce -11.0% | 890 | $204K |
| Holistic Financial Partners | 0.10% | New | 887 | $203K |
| Moody National Bank Trust Division | 0.02% | New | 887 | $203K |
| Veery Capital, LLC | 0.08% | New | 882 | $202K |
| Wambolt & Associates, LLC | 0.06% | Reduce -15.6% | 893 | $202K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -40.6% | 875 | $200K |
| IFP Advisors, Inc | 0.01% | Reduce -5.7% | 843 | $193K |
| Johnson Financial Group, Inc. | 0.01% | Add +4.1% | 830 | $190K |
| International Assets Investment Management, LLC | 0.01% | New | 773 | $177K |
| UMB Bank, n.a. | 0.00% | Reduce -20.3% | 759 | $174K |
| Jones Financial Companies LLLP | 0.00% | Add +112.3% | 745 | $170K |
| State of Wyoming | 0.02% | Add +86.3% | 734 | $168K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.3% | 709 | $162K |
| Toronto Dominion Bank | 0.00% | New | 706 | $162K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.0% | 687 | $157K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -8.9% | 685 | $157K |
| American National Bank & Trust | 0.02% | No change | 667 | $153K |
| Grove Bank & Trust | 0.02% | Add +30.0% | 659 | $151K |
| Channing Global Advisors, LLC | 0.12% | No change | 616 | $141K |
| EnRich Financial Partners LLC | 0.05% | No change | 597 | $137K |
| Eastern Bank | 0.00% | New | 593 | $136K |
| SouthState Bank Corp | 0.01% | Reduce -29.4% | 579 | $133K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.5% | 579 | $133K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -21.1% | 560 | $128K |
| Smithfield Trust Co | 0.01% | No change | 563 | $128K |
| Fortitude Family Office, LLC | 0.05% | Add +982.4% | 552 | $126K |
| Rothschild Investment LLC | 0.01% | Add +14.0% | 538 | $123K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 531 | $122K |
| Arax Advisory Partners | 0.01% | Reduce -26.1% | 508 | $116K |
| Navera Investment Management Ltd. | 0.00% | Reduce -9.1% | 500 | $115K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -7.7% | 490 | $112K |
| Eagle Bay Advisors LLC | 0.04% | No change | 485 | $111K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 480 | $110K |
| Montag A & Associates Inc. | 0.01% | No change | 473 | $108K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.4% | 471 | $108K |
| Northwest Investment Counselors, LLC | 0.02% | New | 450 | $103K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 450 | $103K |
| ORG Partners LLC | 0.01% | Reduce -23.0% | 406 | $93K |
| North Star Investment Management Corp. | 0.01% | No change | 405 | $93K |
| Walleye Capital LLC | 0.00% | Add +86.5% | 401 | $92K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.05% | New | 397 | $91K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 389 | $89K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -22.4% | 385 | $88K |
| Bessemer Group Inc. | 0.00% | Add +51.6% | 382 | $88K |
| Syntax Research, Inc. | 0.06% | No change | 370 | $85K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 363 | $83K |
| Parkside Financial Bank & Trust | 0.01% | No change | 360 | $82K |
| Global Financial Private Client, LLC | 0.03% | No change | 337 | $77K |
| FIL Ltd | 0.00% | Add +38.8% | 336 | $77K |
| Ninety One UK Ltd | 0.00% | No change | 328 | $75K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -16.8% | 317 | $73K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -20.1% | 291 | $67K |
| Ridgewood Investments LLC | 0.03% | Reduce -16.3% | 288 | $66K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 287 | $66K |
| Anchor Investment Management, LLC | 0.01% | Add +448.0% | 274 | $63K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -0.4% | 270 | $62K |
| Clearstead Trust, LLC | 0.01% | New | 268 | $61K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 261 | $60K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 258 | $59K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 241 | $55K |
| NBT Bank, N.A. | 0.00% | New | 239 | $55K |
| CENTRAL TRUST Co | 0.00% | Add +7.3% | 236 | $54K |
| Alpine Bank Wealth Management | 0.01% | — | 232 | $53K |
| Larson Financial Group LLC | 0.00% | Reduce -0.9% | 231 | $53K |
| Key Financial Inc | 0.01% | Reduce -18.9% | 227 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 227 | $52K |
| Rise Advisors, LLC | 0.02% | No change | 223 | $51K |
| Sandy Spring Bank | 0.00% | No change | 209 | $48K |
| Fourpath Capital Management, LLC | 0.01% | New | 206 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 205 | $47K |
| JCIC Asset Management Inc. | 0.02% | No change | 203 | $47K |
| HHM Wealth Advisors, LLC | 0.01% | Add +12.2% | 202 | $46K |
| LRI Investments, LLC | 0.00% | Reduce -5.7% | 200 | $46K |
| Atticus Wealth Management, LLC | 0.01% | No change | 200 | $46K |
| Toth Financial Advisory Corp. | 0.01% | No change | 200 | $46K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 199 | $46K |
| Oarsman Capital, Inc. | 0.01% | New | 197 | $45K |
| Brooklyn Investment Group | 0.01% | New | 184 | $42K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 180 | $41K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -40.8% | 167 | $38K |
| Operose Advisors LLC | 0.01% | No change | 166 | $38K |
| Coppell Advisory Solutions LLC | 0.01% | Add +56.9% | 160 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 151 | $35K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 149 | $34K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | No change | 143 | $33K |
| GW&K Investment Management, LLC | 0.00% | Add +3.7% | 140 | $32K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 137 | $31K |
| Silicon Valley Capital Partners | 0.00% | No change | 136 | $31K |
| Raffa Wealth Management, LLC | 0.01% | Add +26.0% | 131 | $30K |
| Continuum Advisory, LLC | 0.00% | Reduce -8.6% | 127 | $29K |
| Financial Perspectives, Inc | 0.01% | No change | 125 | $29K |
| Pin Oak Investment Advisors Inc. | 0.03% | Reduce -33.2% | 125 | $28K |
| CVA Family Office, LLC | 0.00% | No change | 121 | $28K |
| Adirondack Trust Co. | 0.01% | Reduce -39.2% | 121 | $28K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 118 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 114 | $26K |
| Godsey & Gibb, Inc. | 0.00% | New | 108 | $25K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.0% | 107 | $25K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 100 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +19.3% | 99 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -24.2% | 100 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +422.2% | 94 | $22K |
| Eukles Asset Management | 0.01% | No change | 92 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 92 | $21K |
| WR Wealth Planners, LLC | 0.01% | Reduce -13.5% | 90 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 87 | $20K |
| WealthCollab, LLC | 0.01% | No change | 83 | $19K |
| REAP Financial Group, LLC | 0.00% | Add +350.0% | 81 | $19K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 80 | $18K |
| Cornerstone Planning Group LLC | 0.00% | Add +13.8% | 74 | $18K |
| Partnership Wealth Management, LLC | 0.01% | No change | 70 | $16K |
| Tsfg, LLC | 0.00% | New | 62 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 60 | $14K |
| Dogwood Wealth Management LLC | 0.01% | No change | 60 | $14K |
| Albion Financial Group | 0.00% | No change | 58 | $13K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 57 | $13K |
| Founders Capital Management | 0.01% | No change | 56 | $13K |
| ESL Trust Services, LLC | 0.00% | No change | 53 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 53 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +100.0% | 52 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -16.1% | 52 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 50 | $11K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -86.7% | 48 | $11K |
| Archer Investment Corp | 0.00% | No change | 46 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 44 | $10K |
| Reston Wealth Management LLC | 0.00% | New | 42 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $9K |
| Creekmur Asset Management LLC | 0.00% | No change | 38 | $9K |
| Trust Co. of Vermont | 0.00% | New | 33 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 32 | $7K |
| Hemington Wealth Management | 0.00% | New | 30 | $7K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 30 | $7K |
| MV Capital Management, Inc. | 0.00% | New | 30 | $7K |
| Hollencrest Capital Management | 0.00% | New | 29 | $7K |
| Ashton Thomas Securities, LLC | 0.00% | New | 28 | $6K |
| Estabrook Capital Management | 0.00% | No change | 27 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 26 | $6K |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $6K |
| Motco | 0.00% | No change | 25 | $6K |
| FSA Wealth Management LLC | 0.00% | — | 24 | $5K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 23 | $5K |
| JNBA Financial Advisors | 0.00% | Reduce -96.7% | 22 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 22 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | — | 22 | $5K |
| Richardson Financial Services Inc. | 0.00% | Add +100.0% | 22 | $5K |
| Mendota Financial Group, LLC | 0.00% | Add +53.9% | 20 | $5K |
| Concord Wealth Partners | 0.00% | New | 20 | $5K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 20 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -5.0% | 19 | $4K |
| Planned Solutions, Inc. | 0.00% | New | 18 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -91.2% | 17 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $3K |
| Trust Co | 0.00% | New | 14 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 14 | $3K |
| Abound Wealth Management | 0.00% | Add +85.7% | 13 | $3K |
| POM Investment Strategies, LLC | 0.00% | Reduce -89.9% | 13 | $3K |
| ClariVest Asset Management LLC | 0.00% | No change | 14 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $3K |
| Bull Oak Capital, LLC | 0.00% | New | 12 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 11 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 7 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 7 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 6 | $1K |
| Atwood & Palmer Inc. | 0.00% | New | 4 | $917 |
| Rakuten Securities, Inc. | 0.00% | No change | 4 | $916 |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $916 |
| Caitlin John, LLC | 0.00% | No change | 3 | $727 |
| Annapolis Financial Services, LLC | 0.00% | New | 3 | $688 |
| Clean Yield Group | 0.00% | New | 3 | $687 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 2 | $458 |
| West Branch Capital LLC | 0.00% | New | 1 | $236 |
"% of holder's portfolio" is SAP's weight in each manager's 13F, not the share of Sap SE-Sponsored ADR the manager owns.