Sap SE-Sponsored ADRSAP

13F holders, Q2 2025 (June 30)
969holders +81
149new positions
67sold out
6famous investors
$303.93avg. 13F price*

At the end of Q2 2025, 969 institutions reported holding Sap SE-Sponsored ADR (SAP) in their 13F filings, up 81 from Q1 2025. 149 opened new positions and 67 sold out. The largest holders were Fisher Asset Management ($4.3B), FMR LLC ($2.7B) and Capital International Investors ($1.2B). 6 famous investors held it, including Ken Fisher (1.7% of Fisher Asset Management's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Sap SE-Sponsored ADR
CUSIP
803054204
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 704Q1 2024Q2 2024: 742Q2 2024Q3 2024: 791Q3 2024Q4 2024: 858Q4 2024Q1 2025: 888Q1 2025Q2 2025: 969Q2 2025Q3 2025: 930Q3 2025Q4 2025: 931Q4 2025Q1 2026: 846Q1 2026Q2 2026: 817Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions149$434.5M
Exits67$169.3M

All 13F filers, Q1 2025 → Q2 2025: 7,153,387 shares bought and 8,211,570 shares sold, net −1,058,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 969 holders

Fisher Asset Management 1.71% Add +9.0% 14,157,321 $4.3B
FMR LLC 0.15% Reduce -12.0% 9,018,224 $2.7B
Capital International Investors 0.21% Reduce -44.3% 4,058,089 $1.2B
Morgan Stanley 0.07% Add +9.3% 3,480,173 $1.1B
Eagle Capital Management LLC 3.01% Reduce -8.9% 3,007,780 $914.7M
Bank of America Corp. 0.07% Add +58.1% 2,650,418 $806.0M
Harding Loevner LP 5.04% Reduce -1.9% 2,465,593 $749.7M
Goldman Sachs Group Inc. 0.10% Add +46.7% 1,935,383 $588.5M
Northern Trust Corp. 0.06% Reduce -0.1% 1,511,883 $459.8M
TD Asset Management Inc 0.39% Reduce -10.0% 1,496,743 $455.2M
BlackRock, Inc. 0.01% Add +10.7% 1,317,241 $400.6M
WCM Investment Management, LLC 0.84% Reduce -0.3% 1,224,778 $368.8M
Macquarie Group Ltd. 0.42% Reduce -13.3% 1,111,060 $337.9M
Ameriprise Financial Inc. 0.08% Reduce -3.5% 1,089,602 $331.8M
JPMorgan Chase & Co. 0.02% Add +7.8% 1,087,751 $330.8M
Windacre Partnership LLC 4.25% No change 1,020,900 $310.5M
Envestnet Asset Management Inc. 0.09% Reduce -4.0% 969,185 $294.7M
Royal Bank of Canada 0.05% Add +8.0% 809,161 $246.1M
Wells Fargo & Company 0.05% Reduce -9.9% 805,801 $245.0M
Citigroup Inc. 0.13% Add +442.1% 613,966 $186.7M
Clearbridge Investments, LLC 0.15% Reduce -5.0% 595,612 $181.1M
Wellington Management Group LLP 0.03% Reduce -14.1% 524,577 $159.5M
Polen Capital Management LLC 0.45% Reduce -10.4% 486,471 $147.9M
Qube Research & Technologies Ltd 0.17% Add +951.5% 408,315 $124.2M
Natixis Advisors, LLC 0.20% Add +5.2% 405,892 $123.4M
Raymond James Financial Inc. 0.04% Reduce -12.1% 392,269 $119.3M
Principal Financial Group Inc. 0.06% Reduce -1.5% 389,184 $118.4M
Crawford Investment Counsel Inc. 1.92% Reduce -4.5% 361,631 $110.0M
Sands Capital Management, LLC 0.25% Add +29.8% 289,386 $88.0M
Oribel Capital Management, LP 4.60% New 285,500 $86.8M
Aviso Financial Inc. 3.83% Reduce -13.0% 279,301 $84.9M
Lazard Asset Management LLC 0.13% Reduce -2.1% 274,298 $83.4M
Bank of New York Mellon Corp 0.02% Reduce -6.7% 273,452 $83.2M
First Trust Advisors LP 0.07% Reduce -10.0% 266,843 $81.1M
Bank of Montreal 0.04% Reduce -6.1% 258,272 $78.5M
Night Owl Capital Management, LLC 8.54% Add +3.0% 242,973 $73.9M
Neuberger Berman Group LLC 0.06% Reduce -8.2% 241,048 $73.3M
Jennison Associates LLC 0.04% Add +195.0% 221,349 $67.3M
Sei Investments Co. 0.07% Add +2.4% 200,376 $60.9M
NewEdge Advisors, LLC 0.30% Reduce -1.5% 189,485 $57.6M
Marsico Capital Management LLC 1.46% Add +2.3% 177,558 $54.0M
Massachusetts Financial Services Co. 0.02% Add +9.8% 173,051 $52.6M
Trivest Advisors Ltd 2.03% New 172,000 $52.3M
Becker Capital Management Inc. 1.61% Reduce -1.1% 169,738 $51.6M
UBS Group AG 0.01% Reduce -52.3% 168,462 $51.2M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -66.6% 166,169 $50.5M
Voya Investment Management LLC 0.06% New 162,140 $49.3M
US Bancorp \de 0.06% Add +12.4% 151,738 $46.1M
Mar Vista Investment Partners LLC 3.43% Reduce -17.8% 147,365 $44.8M
Manufacturers Life Insurance Company, The 0.04% Reduce -6.2% 147,289 $44.8M
Lord, Abbett & Co. LLC 0.15% New 146,294 $44.5M
JARISLOWSKY, FRASER Ltd 0.25% Add +19.1% 144,581 $44.0M
Stifel Financial Corp. 0.04% Reduce -13.2% 134,418 $40.9M
Cidel Asset Management Inc. 2.32% Add +20.2% 127,005 $38.6M
Creative Planning 0.03% Add +10.8% 126,725 $38.5M
Allspring Global Investments Holdings, LLC 0.06% Add +108.1% 128,100 $38.5M
BNP Paribas Financial Markets 0.03% Reduce -65.5% 126,624 $38.5M
Alliancebernstein L.P. 0.01% Add +282.1% 124,322 $37.8M
LPL Financial LLC 0.01% Add +7.1% 123,761 $37.6M
Main Street Research LLC 2.29% Add +0.8% 120,723 $36.7M
O'shaughnessy Asset Management, LLC 0.24% Add +6.2% 115,735 $35.2M
Causeway Capital Management LLC 0.55% Reduce -25.8% 115,049 $35.0M
American Century Companies Inc. 0.02% Add +6.7% 113,547 $34.5M
Coerente Capital Management 6.25% Reduce -1.5% 111,793 $34.0M
GF Fund Management Co. LTD. 0.68% Add +556.1% 111,393 $33.9M
Bain Capital Public Equity Management II, LLC 1.59% Add +113.0% 110,064 $33.5M
Obermeyer Wealth Partners 1.64% Add +1.5% 108,284 $32.9M
Charles Schwab Investment Management Inc. 0.01% Add +19.9% 106,582 $32.4M
CIBC Private Wealth Group LLC 0.06% Add +1734.4% 105,824 $32.2M
Cerity Partners LLC 0.06% Add +19.9% 104,608 $31.8M
Promethos Capital, LLC 10.18% Add +5.0% 99,112 $30.1M
Russell Investments Group, Ltd. 0.04% Reduce -12.7% 96,063 $29.2M
QRG Capital Management, Inc. 0.25% Add +0.8% 95,924 $29.2M
Quantinno Capital Management LP 0.13% Add +17.4% 95,204 $29.0M
Crossmark Global Holdings, Inc. 0.43% Add +3.0% 87,056 $26.5M
Segall Bryant & Hamill, LLC 0.37% Add +101.3% 86,242 $26.2M
Petrus Trust Company, LTA 2.71% Add +61.5% 85,942 $26.1M
PNC Financial Services Group, Inc. 0.02% Reduce -1.1% 84,874 $25.8M
Pathstone Holdings, LLC 0.10% Reduce -12.6% 80,094 $24.4M
NorthCrest Asset Manangement, LLC 0.65% Add +1.2% 79,767 $24.2M
Cardinal Capital Management, Inc. 0.74% Add +0.8% 77,454 $23.6M
HighTower Advisors, LLC 0.03% Reduce -4.2% 77,310 $23.5M
Kornitzer Capital Management Inc. 0.46% Reduce -14.2% 75,000 $22.8M
Keystone Investors Pte Ltd. 4.70% Add +1934.1% 74,936 $22.8M
Brandes Investment Partners, LP 0.20% Add +36.4% 74,013 $22.5M
Dash Acquisitions Inc. 4.47% Reduce -0.2% 72,516 $21.1M
Dimensional Fund Advisors LP 0.00% Add +14.7% 69,198 $21.0M
Sustainable Growth Advisers, LP 0.11% Add +5.2% 68,696 $20.9M
Scotia Capital Inc. 0.10% Reduce -3.3% 66,696 $20.3M
Ethic Inc. 0.34% Reduce -5.0% 62,485 $18.8M
Assetmark, Inc. 0.04% Reduce -1.0% 60,891 $18.5M
Vanguard Personalized Indexing Management, LLC 0.20% Add +14.8% 59,496 $18.1M
Jane Street Group, LLC 0.03% Add +1375.7% 58,997 $17.9M
MML Investors Services, LLC 0.05% Reduce -9.7% 56,584 $17.2M
Citadel Advisors 0.01% Add +152.3% 55,982 $17.0M
Unio Capital LLC 5.00% Add +11.0% 55,819 $17.0M
Twin Tree Management, LP 0.42% Add +6.4% 54,920 $16.7M
Boothbay Fund Management, LLC 0.53% New 54,323 $16.5M
Mercer Global Advisors Inc. 0.04% Reduce -1.5% 53,713 $16.3M
Henry James International Management Inc. 5.33% Reduce -0.9% 53,272 $16.2M
AMF Tjanstepension AB 0.11% New 52,837 $16.1M
Truist Financial Corp. 0.02% Reduce -11.4% 51,898 $15.8M
1832 Asset Management L.P. 0.03% Reduce -75.5% 51,630 $15.7M
National Bank of Canada 0.02% Reduce -8.0% 51,311 $15.6M
Mariner, LLC 0.02% Add +2.6% 50,918 $15.5M
Boston Common Asset Management, LLC 0.43% Reduce -6.7% 50,300 $15.3M
M&T Bank Corp 0.05% Reduce -2.2% 50,153 $15.3M
Captrust Financial Advisors 0.03% Add +8.6% 49,762 $15.1M
Guardian Partners Inc. 1.32% Reduce -3.0% 47,113 $14.7M
Capital International, Inc. 0.14% Reduce -32.3% 47,602 $14.5M
Federation des caisses Desjardins du Quebec 0.06% Add +63.0% 47,083 $14.3M
Davis Selected Advisers 0.08% Reduce -38.6% 46,769 $14.2M
Oppenheimer Asset Management Inc. 0.16% Reduce -7.4% 46,344 $14.1M
Foresight Global Investors, Inc. 10.01% Reduce -36.8% 46,340 $14.1M
Hudson Bay Capital Management LP 0.10% New 44,247 $13.5M
Franklin Resources Inc. 0.00% Reduce -0.8% 44,245 $13.5M
Stony Point Capital LLC 1.02% Add +95.7% 42,600 $13.0M
Glenmede Investment Management, LP 0.07% — 42,217 $12.8M
Optiver Holding B.V. 0.34% New 41,999 $12.8M
Capital Wealth Planning, LLC 0.10% Add +48.4% 41,905 $12.7M
Abc Arbitrage SA 1.44% New 41,448 $12.6M
Federated Hermes, Inc. 0.02% Reduce -21.2% 41,070 $12.5M
Orion Porfolio Solutions, LLC 0.11% Add +1.1% 40,948 $12.5M
Dakota Wealth Management 0.26% Add +1201.1% 40,164 $12.2M
Value Partners Investments Inc. 0.95% Add +1.4% 40,088 $12.2M
Corient Private Wealth LP 0.02% Add +8.3% 39,697 $12.1M
Hantz Financial Services, Inc. 0.19% Add +3.8% 38,614 $11.7M
Cambiar Investors LLC 0.49% Reduce -38.5% 38,560 $11.7M
AMJ Financial Wealth Management 2.97% Reduce -10.4% 38,522 $11.7M
Silvercrest Asset Management Group LLC 0.08% Add +0.1% 37,462 $11.4M
CIBC Asset Management Inc 0.04% Add +10.9% 40,392 $11.3M
Rwa Wealth Partners, LLC 0.14% Reduce -0.3% 36,789 $11.2M
Invesco Ltd. 0.00% Reduce -73.8% 36,156 $11.0M
GMO 0.03% Add +54.3% 36,151 $11.0M
Quadrant Capital Group LLC 0.38% Reduce -0.8% 34,896 $10.6M
One Capital Management, LLC 0.36% Reduce -4.9% 34,581 $10.5M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +59.0% 34,046 $10.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +158.0% 33,968 $10.3M
Sanctuary Advisors, LLC 0.06% Reduce -8.1% 33,858 $10.3M
Cetera Investment Advisers 0.02% Reduce -0.8% 33,301 $10.1M
AQR Capital Management 0.01% Add +102.6% 33,047 $10.0M
Naples Global Advisors, LLC 0.82% Reduce -3.1% 31,266 $9.5M
Picton Mahoney Asset Management 0.13% Reduce -10.2% 31,130 $9.5M
Cohen Klingenstein LLC 0.31% No change 30,179 $9.2M
&partners 0.07% Add +27.9% 29,400 $9.0M
Atria Investments, Inc 0.11% Reduce -4.7% 29,365 $8.9M
Janney Montgomery Scott LLC 0.02% Add +3.2% 28,304 $8.6M
Ritholtz Wealth Management 0.19% Reduce -0.3% 28,008 $8.5M
Cardinal Capital Management 1.22% Reduce -0.3% 27,227 $8.3M
Cox Capital Mgt LLC 5.59% Reduce -2.4% 26,951 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.1% 26,973 $8.2M
Focus Partners Wealth 0.02% Add +0.8% 26,801 $8.2M
Park Avenue Securities LLC 0.07% Add +13.3% 26,262 $8.0M
Eventide Asset Management, LLC 0.14% New 25,513 $7.9M
Nia Impact Advisors, LLC 2.69% Reduce -1.1% 25,567 $7.8M
Laird Norton Wetherby Wealth Management, LLC 0.34% — 25,227 $7.7M
Dividend Assets Capital, LLC 1.39% Reduce -8.8% 25,187 $7.7M
Thornburg Investment Management Inc. 0.10% Reduce -20.9% 24,760 $7.5M
Synovus Financial Corp. 0.09% Add +1.8% 24,192 $7.4M
Rhumbline Advisers 0.01% Add +0.2% 24,132 $7.3M
Capital Investment Counsel, Inc 0.97% Reduce -0.2% 24,035 $7.3M
Capital World Investors 0.00% Add +7.1% 24,016 $7.2M
Choreo, LLC 0.10% Add +0.5% 23,549 $7.2M
Callan Family Office, LLC 0.22% Add +235.5% 23,103 $7.0M
Schonfeld Strategic Advisors LLC 0.05% New 23,011 $7.0M
Naviter Wealth, LLC 0.86% Add +5.4% 22,946 $7.0M
Marietta Investment Partners LLC 1.52% New 22,897 $7.0M
Capital Research Global Investors 0.00% Add +3.4% 22,891 $6.9M
Avantax Advisory Services, Inc. 0.04% Add +3.2% 22,604 $6.9M
SummitTX Capital, L.P. 0.29% New 21,804 $6.6M
Signaturefd, LLC 0.11% Reduce -0.2% 21,099 $6.4M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -23.6% 21,042 $6.4M
Baltimore-Washington Financial Advisors, Inc. 0.30% New 20,871 $6.3M
Rockefeller Capital Management L.P. 0.01% Reduce -12.7% 20,595 $6.3M
Timber Creek Capital Management LLC 1.58% Reduce -21.3% 21,719 $6.2M
Hollow Brook Wealth Management LLC 1.80% Reduce -0.5% 20,274 $6.2M
Rock Point Advisors, LLC 1.73% Reduce -1.4% 20,182 $6.1M
Parcion Private Wealth LLC 0.44% New 20,171 $6.1M
Cibc World Market Inc. 0.01% Add +11.0% 20,164 $6.1M
Saturna Capital Corp. 0.08% Add +22.9% 19,949 $6.1M
Maytus Capital Management, LLC 1.11% Reduce -40.8% 19,905 $6.1M
Prosperity Consulting Group, LLC 0.44% Reduce -3.6% 19,801 $6.0M
Jackson Square Capital, LLC 1.30% Add +412.9% 19,188 $5.8M
Bleakley Financial Group, LLC 0.15% Reduce -2.9% 19,156 $5.8M
Moody LYNN Lieberson & Walker, LLC 0.34% Reduce -0.5% 19,115 $5.8M
Moran Wealth Management, LLC 0.18% Add +0.4% 18,708 $5.7M
Osaic Holdings, Inc. 0.01% Add +51.9% 18,885 $5.7M
Equitable Trust Co. 0.28% Add +2.3% 18,472 $5.6M
Elevation Point Wealth Partners, LLC 0.44% Add +23.5% 18,368 $5.6M
Americana Partners, LLC 0.19% Reduce -3.8% 18,278 $5.6M
Aperture Investors, LLC 0.73% No change 17,903 $5.4M
Florida Trust Wealth Management Co 0.17% Add +32.3% 17,900 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -32.3% 17,896 $5.4M
Calamos Wealth Management LLC 0.23% Add +4.9% 17,878 $5.4M
Tidal Investments LLC 0.04% Add +8.3% 17,851 $5.4M
Forum Financial Management, LP 0.08% Add +0.0% 17,679 $5.4M
Chase Investment Counsel Corp. 1.70% Add +0.5% 17,515 $5.3M
Vident Advisory, LLC 0.06% Add +15.2% 17,491 $5.3M
Barclays PLC 0.00% Add +53.3% 17,490 $5.3M
Y-Intercept (Hong Kong) Ltd 0.13% New 17,241 $5.2M
RPg Family Wealth Advisory, LLC 1.39% New 17,184 $5.2M
China Universal Asset Management Co., Ltd. 0.48% Reduce -6.7% 16,700 $5.1M
Eagle Global Advisors LLC 0.20% Add +1.6% 16,542 $5.0M
TD Waterhouse Canada Inc. 0.04% Add +2.5% 16,529 $5.0M
Nomura Asset Management Co. Ltd. 0.01% No change 16,280 $5.0M
Fifth Third Bancorp 0.02% Reduce -2.1% 16,076 $4.9M
Walleye Trading LLC 0.12% Reduce -0.2% 16,031 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -2.4% 15,817 $4.8M
Nuveen, LLC 0.00% Reduce -13.6% 15,796 $4.8M
Bailard, Inc. 0.11% Reduce -3.9% 15,615 $4.7M
IMC-Chicago, LLC 0.12% New 15,495 $4.7M
Yousif Capital Management, LLC 0.05% Add +7.3% 15,453 $4.7M
Bessemer Group Inc. 0.01% Add +0.2% 15,162 $4.6M
Highland Capital Management, LLC 0.25% Reduce -2.6% 15,135 $4.6M
Arlington Partners LLC 1.68% Reduce -5.7% 14,961 $4.5M
NewEdge Wealth, LLC 0.07% Add +10.9% 15,395 $4.5M
Vise Technologies, Inc. 0.18% — 14,645 $4.5M
New York State Common Retirement Fund 0.01% Reduce -20.1% 14,607 $4.4M
Diversify Wealth Management, LLC 0.26% Add +9.1% 15,533 $4.3M
Keybank National Association 0.02% Add +1.8% 14,076 $4.3M
Sequoia Financial Advisors, LLC 0.03% Add +15.2% 13,876 $4.2M
Parr McKnight Wealth Management Group, LLC 0.56% Reduce -1.8% 13,457 $4.1M
Ieq Capital, LLC 0.02% Add +29.6% 13,363 $4.1M
Compound Planning, Inc. 0.15% Add +4.9% 13,117 $4.0M
Advisors Asset Management, Inc. 0.07% Add +1.4% 12,898 $3.9M
Regions Financial Corp. 0.03% Reduce -12.0% 12,713 $3.9M
William Blair Investment Management, LLC 0.01% Reduce -20.7% 12,521 $3.8M
Lido Advisors, LLC 0.02% Add +132.3% 12,485 $3.8M
Qtron Investments LLC 0.48% Add +2.4% 12,325 $3.7M
DAVENPORT & Co LLC 0.02% Add +3.4% 12,278 $3.7M
State Street Corp. 0.00% No change 12,178 $3.7M
Goldstream Capital Management Ltd 1.59% New 12,143 $3.7M
Squarepoint Ops LLC 0.01% Add +405.1% 12,092 $3.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -54.6% 11,759 $3.6M
United Capital Financial Advisors, LLC 0.03% Reduce -11.3% 11,685 $3.6M
Pitcairn Co. 0.23% Reduce -12.9% 11,424 $3.5M
Calydon Capital 0.34% Add +208.3% 11,372 $3.5M
Navellier & Associates Inc. 0.43% New 11,340 $3.4M
Alaethes Wealth, LLC 1.02% Add +0.5% 11,256 $3.4M
Evergreen Capital Management LLC 0.10% Add +11.0% 11,181 $3.4M
Perigon Wealth Management, LLC 0.08% Add +187.8% 11,146 $3.4M
Exencial Wealth Advisors, LLC 0.12% Reduce -11.0% 11,069 $3.4M
Gibbs Wealth Management 0.65% Add +9.2% 11,013 $3.3M
Whittier Trust Co. 0.04% Add +9.9% 10,784 $3.3M
Horizon Investments, LLC 0.05% Reduce -14.2% 10,749 $3.3M
Ellevest, Inc. 0.52% Reduce -12.3% 10,694 $3.3M
Verition Fund Management LLC 0.02% Reduce -18.4% 10,655 $3.2M
Brooklyn Investment Group 0.43% Add +160.3% 10,653 $3.2M
Himension Capital (singapore) Pte. LTD. 0.25% Reduce -4.6% 10,572 $3.2M
Independent Advisor Alliance 0.09% Add +3.1% 10,266 $3.1M
Weatherly Asset Management L. P. 0.26% Reduce -0.4% 10,130 $3.1M
Engineers Gate Manager LP 0.04% New 9,977 $3.0M
NorthCoast Asset Management LLC 0.01% Reduce -9.2% 9,949 $3.0M
HB Wealth Management, LLC 0.02% Add +11.9% 9,916 $3.0M
Marvin & Palmer Associates Inc. 2.58% New 9,882 $3.0M
Trexquant Investment LP 0.03% New 9,875 $3.0M
Principal Securities, Inc. 0.06% Add +10.9% 9,787 $3.0M
Aptus Capital Advisors, LLC 0.03% Reduce -6.7% 9,577 $2.9M
Campbell & CO Investment Adviser LLC 0.18% New 9,493 $2.9M
Snowden Capital Advisors LLC 0.09% Reduce -2.4% 9,444 $2.9M
Coldstream Capital Management Inc. 0.05% Add +74.3% 9,437 $2.9M
Aaron Wealth Advisors LLC 0.29% Add +3.6% 9,233 $2.8M
Venturi Wealth Management, LLC 0.14% Reduce -1.7% 9,128 $2.8M
Diversify Advisory Services, LLC 0.11% Add +197.6% 9,983 $2.8M
Dorsey & Whitney Trust CO LLC 0.14% Reduce -3.6% 8,925 $2.7M
Capital Group Private Client Services, Inc. 0.02% Reduce -2.3% 8,815 $2.7M
Legacy Wealth Asset Management, LLC 0.66% Reduce -6.6% 8,538 $2.6M
Cunning Capital Partners, LP 1.33% No change 8,407 $2.6M
Banco de Sabadell, S.A 1.76% Reduce -0.1% 8,387 $2.5M
Prospera Financial Services Inc 0.05% Reduce -30.2% 8,254 $2.5M
Personal Cfo Solutions, LLC 0.46% Reduce -1.2% 8,255 $2.5M
Acadian Asset Management LLC 0.01% Add +13.3% 8,226 $2.5M
Ballentine Partners, LLC 0.04% Add +7.5% 8,197 $2.5M
Harvest Fund Management Co., Ltd 0.12% Reduce -14.3% 8,142 $2.5M
Analyst IMS Investment Management Services Ltd. 0.08% No change 8,150 $2.5M
Sterling Capital Management LLC 0.04% Reduce -16.9% 8,145 $2.5M
Marks Group Wealth Management, Inc 0.23% Add +3.1% 8,096 $2.5M
XTX Topco Ltd 0.10% New 8,008 $2.4M
Cresset Asset Management, LLC 0.01% Reduce -52.8% 7,994 $2.4M
Arlington Capital Management, Inc. 2.10% New 7,946 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -6.4% 7,786 $2.4M
Paradigm Asset Management Co. LLC 0.58% No change 7,700 $2.3M
Natural Investments, LLC 0.60% Reduce -16.2% 7,601 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Add +119.1% 7,549 $2.3M
Frank, Rimerman Advisors LLC 0.15% Add +75.3% 7,506 $2.3M
SevenBridge Financial Group, LLC 0.40% Reduce -3.2% 8,209 $2.3M
Henshaw Capital LLC 0.09% Add +4.8% 7,438 $2.3M
Dorsey Wright & Associates 0.54% Reduce -38.7% 7,400 $2.3M
Lester Murray Antman dba SimplyRich 0.62% No change 7,375 $2.2M
Burney Co./ 0.08% Reduce -2.4% 7,358 $2.2M
Bain Capital Public Equity, LP 1.46% Add +86.0% 7,274 $2.2M
GQG Partners LLC 0.00% Reduce -33.0% 7,247 $2.2M
Boston Trust Walden Corp 0.02% Reduce -2.0% 7,250 $2.2M
Smartleaf Asset Management LLC 0.19% Add +6.8% 7,232 $2.2M
Merit Financial Group, LLC 0.02% Add +54.8% 7,036 $2.1M
Advisory Services Network, LLC 0.03% Add +16.1% 7,459 $2.1M
Harbour Investment Management LLC 0.92% Reduce -2.0% 6,959 $2.1M
West Family Investments, Inc. 0.55% Add +238.9% 6,893 $2.1M
Virtu Financial LLC 0.11% New 6,893 $2.1M
First Affirmative Financial Network 1.07% Reduce -1.8% 6,852 $2.1M
Zions Bancorporation, National Association 0.11% Add +14.8% 6,758 $2.1M
ICONIQ Capital, LLC 0.03% Add +28.8% 6,672 $2.0M
Johnson Investment Counsel Inc. 0.02% Reduce -0.4% 6,633 $2.0M
Parallel Advisors, LLC 0.04% Add +4.0% 6,484 $2.0M
Summit Securities Group LLC 0.70% New 6,419 $2.0M
DMC Group, LLC 1.51% Add +1.7% 6,373 $1.9M
CW Advisors, LLC 0.02% Add +64.7% 6,366 $1.9M
Checchi Capital Advisers, LLC 0.13% Add +0.9% 6,353 $1.9M
Clough Capital Partners L P 0.19% Add +2.8% 6,319 $1.9M
Syon Capital LLC 0.13% Add +27.2% 6,301 $1.9M
Onex Canada Asset Management Inc. 0.23% Reduce -28.4% 6,209 $1.9M
Portside Wealth Group, LLC 0.28% Reduce -2.6% 6,206 $1.9M
Advisors Capital Management, LLC 0.03% Add +137.0% 6,182 $1.9M
Millennium Management 0.00% Reduce -92.6% 6,161 $1.9M
Arkadios Wealth Advisors 0.06% Reduce -23.2% 6,152 $1.9M
Connable Office Inc. 0.18% Reduce -6.9% 6,100 $1.9M
J.W. Cole Advisors, Inc. 0.04% Add +517.3% 6,031 $1.8M
Fiduciary Alliance LLC 0.14% Add +1.3% 6,022 $1.8M
Palogic Value Management, L.P. 0.79% Add +0.8% 6,013 $1.8M
Telligent Fund, LP 1.67% New 6,000 $1.8M
FORA Capital, LLC 0.20% New 5,915 $1.8M
Stablepoint Partners, LLC 0.31% Add +1.4% 5,898 $1.8M
Madison Asset Management, LLC 0.02% Reduce -34.3% 5,850 $1.8M
Calamos Advisors LLC 0.01% Reduce -22.8% 5,841 $1.8M
Pinnacle Wealth Planning Services, Inc. 0.23% Reduce -4.4% 5,828 $1.8M
Benjamin Edwards Inc. 0.02% Reduce -20.3% 5,828 $1.8M
Family Legacy Financial Solutions, LLC 1.50% — 5,839 $1.8M
Covenant Partners, LLC 0.52% No change 5,763 $1.8M
Profund Advisors LLC 0.06% Add +3.6% 5,746 $1.7M
Sierra Legacy Group 1.35% No change 5,718 $1.7M
Asset Dedication, LLC 0.12% Add +0.6% 5,575 $1.7M
GAMMA Investing LLC 0.11% Add +13.4% 5,518 $1.7M
Denali Advisors LLC 0.17% Add +0.1% 5,497 $1.7M
Deutsche Bank AG 0.00% Reduce -94.8% 5,488 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -0.1% 5,456 $1.7M
Brown Advisory Inc. 0.00% Add +254.6% 5,422 $1.6M
Northern Financial Advisors Inc 1.23% Reduce -0.8% 5,400 $1.6M
Headlands Technologies LLC 0.19% New 5,343 $1.6M
Whittier Trust Co. of Nevada Inc. 0.04% Add +33.9% 5,328 $1.6M
E Fund Management Co., Ltd. 0.08% Add +208.9% 5,245 $1.6M
Private Advisor Group, LLC 0.01% Reduce -5.2% 5,172 $1.6M
AdvisorShares Investments LLC 0.28% Add +20.4% 5,161 $1.6M
Canandaigua National Bank & Trust Co. 0.14% Reduce -4.0% 5,121 $1.6M
Intrust Bank NA 0.14% Add +5.5% 5,118 $1.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.17% Reduce -1.2% 5,106 $1.6M
Modern Wealth Management, LLC 0.04% Add +9.5% 5,106 $1.6M
MAI Capital Management 0.01% Add +22.9% 5,059 $1.5M
Summit Global Investments 0.09% Reduce -18.1% 5,034 $1.5M
Greenleaf Trust 0.01% Reduce -2.6% 5,031 $1.5M
FNY Investment Advisers, LLC 0.66% New 5,000 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -50.1% 4,987 $1.5M
Daiwa Securities Group Inc. 0.01% Add +14.2% 4,980 $1.5M
HighPoint Advisor Group LLC 0.08% Reduce -4.5% 4,954 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.66% Add +1.1% 4,926 $1.5M
Apollon Wealth Management, LLC 0.03% Add +10.7% 4,906 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +1.2% 4,906 $1.5M
Townsquare Capital LLC 0.14% Reduce -90.6% 4,885 $1.5M
Williamson Legacy Group, LLC 1.25% Reduce -43.9% 4,881 $1.5M
Verdence Capital Advisors LLC 0.10% Reduce -24.0% 4,844 $1.5M
PDS Planning, Inc 0.11% Add +6.8% 4,840 $1.5M
Bayesian Capital Management, LP 0.23% New 4,802 $1.5M
Bridgewater Advisors Inc. 0.11% Add +8.0% 5,044 $1.5M
Confluence Investment Management LLC 0.02% Add +1.3% 4,739 $1.4M
Clearstead Advisors, LLC 0.02% Add +27.0% 4,622 $1.4M
Wealthstar Advisors, LLC 0.52% New 4,564 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +55.0% 4,527 $1.4M
LVW Advisors, LLC 0.15% Reduce -8.9% 4,524 $1.4M
Gabelli Funds LLC 0.01% No change 4,500 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -28.6% 4,498 $1.4M
PEAK6 LLC 0.05% Add +224850.0% 4,499 $1.4M
Thrivent Financial for Lutherans 0.00% Add +1.0% 4,495 $1.4M
Wolverine Trading, LLC 0.03% Add +28.4% 4,500 $1.4M
Northwest & Ethical Investments L.P. 0.03% Reduce -13.6% 4,441 $1.4M
Genus Capital Management Inc. 0.17% No change 4,433 $1.3M
BTC Capital Management, Inc. 0.11% New 4,431 $1.3M
Janus Henderson Group PLC 0.00% Add +75.7% 4,184 $1.3M
Entropy Technologies, LP 0.10% New 4,182 $1.3M
Louisbourg Investments Inc. 0.30% No change 4,180 $1.3M
Natixis 0.01% New 4,189 $1.3M
Clarius Group, LLC 0.07% Add +1.9% 4,120 $1.3M
Morse Asset Management, Inc 0.28% Add +68.5% 4,112 $1.3M
Farther Finance Advisors, LLC 0.02% Add +39.2% 4,050 $1.2M
Fig Financial Advisory Services Inc. 0.82% New 4,048 $1.2M
Seaview Investment Managers LLC 0.26% New 4,030 $1.2M
Modera Wealth Management, LLC 0.02% Add +4.3% 4,017 $1.2M
Public Employees Retirement System of Ohio 0.00% Reduce -94.8% 4,000 $1.2M
Norden Group LLC 0.13% Reduce -5.0% 3,986 $1.2M
Kathmere Capital Management, LLC 0.09% Reduce -0.8% 3,979 $1.2M
SlateStone Wealth, LLC 0.11% No change 3,946 $1.2M
Wealth Alliance, LLC 0.13% Reduce -12.5% 3,938 $1.2M
Ascent Group, LLC 0.05% Reduce -6.1% 3,922 $1.2M
Haverford Trust Co 0.01% Reduce -29.3% 3,909 $1.2M
Integrated Quantitative Investments LLC 0.35% New 3,904 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -8.2% 3,890 $1.2M
AE Wealth Management LLC 0.01% Add +31.7% 3,875 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +18238.1% 3,851 $1.2M
Concurrent Investment Advisors, LLC 0.02% Add +18.6% 3,845 $1.2M
Brucke Financial, Inc. 0.81% Reduce -0.2% 3,841 $1.2M
Permanens Capital L.P. 0.16% Add +21.5% 3,832 $1.2M
Summit Trail Advisors, LLC 0.02% New 3,755 $1.1M
World Investment Advisors 0.03% Add +62.7% 3,743 $1.1M
Tritonpoint Wealth, LLC 0.10% Add +1.2% 3,728 $1.1M
SOL Capital Management CO 0.11% Reduce -1.3% 3,708 $1.1M
Sagespring Wealth Partners, LLC 0.02% Reduce -1.0% 3,705 $1.1M
Lockheed Martin Investment Management Co. 0.04% Reduce -63.6% 3,700 $1.1M
Versant Capital Management, Inc 0.17% Add +1.3% 3,693 $1.1M
Hennion & Walsh Asset Management, Inc. 0.05% Add +24.7% 3,670 $1.1M
Sendero Wealth Management, LLC 0.14% Reduce -7.0% 3,650 $1.1M
May Hill Capital, LLC 0.36% Add +67.5% 3,622 $1.1M
Blue Trust, Inc. 0.01% Reduce -7.3% 3,616 $1.1M
Jones Financial Companies LLLP 0.00% Add +65.2% 3,649 $1.1M
Hilltop Holdings Inc. 0.07% Add +0.6% 3,611 $1.1M
Mission Wealth Management, LP 0.02% Reduce -1.2% 3,591 $1.1M
GeoWealth Management, LLC 0.04% Reduce -14.8% 3,557 $1.1M
Cwm, LLC 0.00% Add +14.8% 3,552 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +135.5% 3,474 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -21.0% 3,459 $1.1M
Spire Wealth Management 0.04% Add +116.9% 3,449 $1.0M
Sage Rhino Capital LLC 0.22% Add +1.1% 3,438 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +30.0% 3,426 $1.0M
Valeo Financial Advisors, LLC 0.03% Add +7.3% 3,401 $1.0M
Howard Capital Management Group, LLC 0.07% No change 3,375 $1.0M
One Wealth Advisors, LLC 0.14% Reduce -0.4% 3,364 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Add +34.6% 3,275 $996K
T. Rowe Price Associates Inc. 0.00% Reduce -89.9% 3,244 $988K
Optas, LLC 0.19% Reduce -2.1% 3,238 $985K
Cordatus Wealth Management LLC 0.24% Reduce -2.4% 3,230 $982K
Keel Point, LLC 0.06% Add +19.2% 3,152 $959K
FDx Advisors, Inc. 0.29% Reduce -2.6% 3,137 $954K
Quantum Portfolio Management LLC 0.45% Add +13.8% 3,102 $943K
Brighton Jones LLC 0.03% Add +18.5% 3,087 $939K
Hancock Whitney Corp. 0.02% Reduce -17.7% 3,080 $937K
Journey Advisory Group, LLC 0.07% New 3,079 $936K
Sivia Capital Partners, LLC 0.32% Add +2.3% 3,050 $928K
ForthRight Wealth Management, LLC 0.29% New 3,039 $924K
Central Pacific Bank - Trust Division 0.12% New 3,024 $920K
Peapack Gladstone Financial Corp. 0.01% Add +3.8% 3,022 $919K
Bank of Nova Scotia 0.00% Add +11.1% 3,013 $916K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -7.7% 2,978 $906K
Alliance Wealth Advisors, LLC 0.22% Reduce -3.2% 2,972 $904K
EP Wealth Advisors, LLC 0.01% Add +16.1% 2,956 $899K
D.A. Davidson & Co. 0.01% Add +9.4% 2,934 $892K
Clare Market Investments LLC 0.19% Add +44.0% 2,880 $876K
Alps Advisors Inc. 0.01% Reduce -13.4% 2,826 $859K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 2,770 $842K
Commerce Bank 0.00% Add +0.1% 2,742 $834K
Birch Financial Group, LLC 0.67% Reduce -12.4% 2,741 $833K
Diligent Investors, LLC 0.20% Add +2.5% 2,740 $833K
Mgo One Seven LLC 0.03% Reduce -11.3% 2,737 $832K
Pure Financial Advisors, LLC 0.01% Add +60.8% 2,732 $831K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.6% 2,718 $827K
SRN Advisors, LLC 0.75% Reduce -22.2% 2,715 $826K
Tocqueville Asset Management L.P. 0.01% No change 2,700 $821K
Dynamic Advisor Solutions LLC 0.03% Add +18.4% 2,659 $809K
Sowell Financial Services LLC 0.03% Reduce -3.9% 2,641 $803K
Insigneo Advisory Services, LLC 0.07% Add +9.2% 2,639 $803K
Atlantic Union Bankshares Corp 0.02% New 2,611 $794K
Arax Advisory Partners 0.04% Add +37.0% 2,207 $784K
Resonant Capital Advisors, LLC 0.05% Add +38.4% 2,575 $783K
Global Retirement Partners, LLC 0.02% — 2,568 $781K
Aspen Grove Capital, LLC 0.13% Add +5.1% 2,552 $776K
GC Wealth Management RIA, LLC 0.06% Reduce -22.7% 2,547 $775K
YHB Investment Advisors, Inc. 0.06% Reduce -6.7% 2,513 $764K
TD Private Client Wealth LLC 0.02% Add +32.2% 2,511 $764K
Argent Trust Co 0.03% Add +36.0% 2,509 $763K
Argonautica Private Wealth Management, Inc. 0.24% Reduce -1.8% 2,504 $762K
Seeds Investor LLC 0.18% Add +12.5% 2,503 $761K
Corient IA LP 0.45% No change 2,500 $760K
Cetera Trust Company, N.A 0.45% Reduce -2.0% 2,495 $759K
Vontobel Holding Ltd. 0.00% Add +6.0% 2,491 $758K
HBK Sorce Advisory LLC 0.02% Add +0.3% 2,489 $757K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +3.9% 2,481 $754K
Rehmann Capital Advisory Group 0.05% Reduce -0.9% 2,463 $749K
Financial & Tax Architects, LLC 0.18% Reduce -4.6% 2,432 $740K
Bahl & Gaynor LLC 0.00% Add +3.5% 2,431 $739K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -28.7% 2,430 $739K
Avestar Capital, LLC 0.05% Add +10.0% 2,425 $737K
Connective Portfolio Management, LLC 1.57% New 2,415 $734K
Ninepoint Partners LP 0.14% New 2,410 $733K
EverSource Wealth Advisors, LLC 0.03% Add +9.2% 2,401 $730K
Roman Butler Fullerton & Co. 0.21% Add +4.7% 2,517 $725K
Gryphon Financial Partners LLC 0.09% Reduce -4.9% 2,366 $720K
Accuvest Global Advisors 0.46% New 2,345 $713K
Oppenheimer & Co. Inc. 0.01% Add +54.0% 2,337 $711K
BKM Wealth Management, LLC 0.28% Reduce -7.4% 2,336 $710K
IFP Advisors, Inc 0.02% Add +52.0% 2,312 $703K
Summitry LLC 0.03% Add +22.2% 2,299 $699K
Pine Haven Investment Counsel, Inc 0.55% No change 2,285 $695K
PFG Investments, LLC 0.04% Reduce -3.3% 2,281 $694K
S.A. Mason LLC 0.33% No change 2,274 $692K
Scott Marsh Financial, LLC 0.25% — 2,257 $686K
Earnest Partners LLC 0.00% Reduce -16.3% 2,224 $676K
Toronto Dominion Bank 0.00% Add +11.5% 2,217 $675K
Strategic Global Advisors, LLC 0.11% Add +13.3% 2,215 $674K
HSBC Holdings PLC 0.00% Add +64.6% 2,209 $670K
Future Fund LLC 0.30% Reduce -25.0% 2,192 $667K
Stephens Inc. 0.01% Reduce -10.8% 2,190 $666K
Prossimo Advisors, LLC 0.53% No change 2,184 $664K
Angeles Wealth Management, LLC 0.05% Add +35.8% 2,176 $662K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -17.5% 2,164 $658K
Sunpointe, LLC 0.26% Reduce -2.0% 2,146 $653K
Western Wealth Management, LLC 0.04% Add +3.1% 2,140 $651K
Seven Mile Advisory 0.39% Reduce -3.5% 2,127 $647K
Drive Wealth Management, LLC 0.14% Add +0.2% 2,123 $646K
Traveka Wealth, LLC 0.34% Reduce -20.2% 2,116 $643K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +0.3% 2,115 $642K
Wedmont Private Capital 0.03% Reduce -0.2% 2,054 $641K
Signature Estate & Investment Advisors LLC 0.01% Reduce -22.0% 2,103 $640K
Allworth Financial LP 0.00% Reduce -22.8% 2,087 $635K
LCM Capital Management Inc 0.33% Reduce -0.4% 2,066 $628K
Huntington National Bank 0.01% Add +7.3% 2,060 $626K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.3% 2,059 $626K
Mather Group, Llc. 0.01% Add +0.5% 2,051 $624K
Fifth Third Wealth Advisors LLC 0.03% Add +20.0% 2,003 $609K
Brown Brothers Harriman & Co. 0.00% Add +12.0% 2,001 $609K
Tectonic Advisors LLC 0.04% Reduce -0.1% 1,999 $608K
IHT Wealth Management, LLC 0.02% Add +63.1% 1,987 $604K
Wrapmanager Inc. 0.15% Reduce -2.2% 1,985 $604K
Abel Hall, LLC 0.28% Add +8.2% 1,963 $597K
Boreal Capital Management LLC 0.57% — 1,960 $596K
Lansing Street Advisors 0.18% Add +47.8% 1,943 $591K
CX Institutional 0.02% No change 1,923 $585K
Cromwell Holdings LLC 0.35% No change 1,923 $585K
Sovran Advisors, LLC 0.06% Add +83.5% 1,894 $585K
Ascentis Independent Advisors 0.11% Add +6.3% 1,903 $579K
Journey Strategic Wealth LLC 0.02% Add +60.4% 1,901 $578K
Axxcess Wealth Management, LLC 0.01% Reduce -46.8% 1,900 $578K
Financial Advocates Investment Management 0.05% Reduce -62.4% 1,898 $577K
Choate Investment Advisors 0.01% Reduce -0.8% 1,898 $577K
BBR Partners, LLC 0.04% New 1,886 $574K
Roehl & Yi Investment Advisors, LLC 0.29% Reduce -12.7% 1,879 $571K
Davis R M Inc. 0.01% Add +0.8% 1,869 $568K
Diversified Trust Co. 0.01% Add +5.9% 1,867 $568K
Certuity, LLC 0.05% Add +2.4% 1,866 $568K
First Horizon Advisors, Inc. 0.01% Reduce -38.6% 1,858 $565K
Savant Capital, LLC 0.00% Add +22.8% 1,851 $563K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.1% 1,837 $559K
Knights of Columbus Asset Advisors LLC 0.03% No change 1,835 $558K
King Luther Capital Management Corp. 0.00% Add +0.4% 1,823 $554K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% Add +13.8% 1,822 $554K
KBC Group NV 0.00% Reduce -23.2% 1,821 $554K
FSM Wealth Advisors, LLC 0.09% Reduce -4.6% 1,806 $552K
Aigen Investment Management, LP 0.08% New 1,813 $551K
Circle Wealth Management, LLC 0.01% Reduce -6.4% 1,801 $548K
Gallacher Capital Management LLC 0.25% Reduce -2.3% 1,796 $546K
Baron Wealth Management LLC 0.19% Add +5.3% 1,785 $543K
Composition Wealth, LLC 0.01% New 1,780 $541K
Crestwood Advisors Group, LLC 0.01% Reduce -1.0% 1,753 $533K
Fort Point Capital Partners LLC 0.05% Add +3.6% 1,751 $532K
Sage Mountain Advisors LLC 0.03% Reduce -14.8% 1,744 $530K
Strive Asset Management, LLC 0.32% Reduce -37.8% 1,739 $529K
Geneos Wealth Management Inc. 0.01% Reduce -3.4% 1,735 $528K
Five Oceans Advisors 0.22% No change 1,726 $525K
Equitable Holdings, Inc. 0.00% Add +60.7% 1,713 $521K
Wedbush Securities Inc. 0.02% Reduce -1.9% 1,711 $520K
Joel Isaacson & Co., LLC 0.02% No change 1,708 $519K
Mma Asset Management LLC 0.20% Reduce -42.6% 1,700 $517K
Barometer Capital Management Inc. 0.14% Add +54.5% 1,700 $517K
DGS Capital Management, LLC 0.11% Reduce -1.8% 1,694 $515K
Focus Partners Advisor Solutions, LLC 0.01% Add +24.2% 1,692 $513K
Pekin Hardy Strauss, Inc. 0.06% New 1,685 $512K
Aprio Wealth Management, LLC 0.06% Reduce -9.8% 1,685 $512K
Bridgefront Capital, LLC 0.14% New 1,683 $512K
Warther Private Wealth, LLC 0.13% Reduce -2.8% 1,664 $506K
High Note Wealth, LLC 0.11% No change 1,633 $497K
Canopy Partners, LLC 0.18% Reduce -0.6% 1,623 $494K
American Trust Investment Advisors, LLC 0.25% No change 1,620 $493K
Merrion Investment Management Co, LLC 0.32% No change 1,620 $493K
Harbour Capital Advisors, LLC 0.10% New 1,650 $492K
Addison Advisors LLC 0.12% Add +0.1% 1,607 $489K
Xponance LLC 0.00% Add +1.6% 1,604 $488K
AlphaCore Capital LLC 0.02% New 1,602 $487K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.4% 1,582 $481K
CWA Asset Management Group, LLC 0.02% Add +23.7% 1,576 $479K
Park National Corp. 0.02% Reduce -4.8% 1,571 $478K
Lanark Financial, Inc. 0.04% Add +28.6% 1,567 $476K
Wealthspire Advisors, LLC 0.00% Add +11.8% 1,563 $475K
Atria Wealth Solutions, Inc. 0.01% Reduce -53.6% 1,552 $472K
Wallace Advisory Group, LLC 0.34% Reduce -6.5% 1,720 $462K
TrueMark Investments, LLC 0.10% Add +18.0% 1,510 $459K
Texas Yale Capital Corp. 0.01% No change 1,501 $456K
Fiduciary Trust Co 0.01% Add +14.2% 1,492 $454K
Foster Group, Inc. 0.02% Reduce -7.2% 1,487 $452K
Great Valley Advisor Group, Inc. 0.01% Add +0.8% 1,483 $450K
Net Worth Advisory Group 0.10% Add +0.6% 1,481 $450K
Apella Capital, LLC 0.01% New 1,463 $447K
Meridian Wealth Management, LLC 0.02% New 1,462 $445K
Private Trust Co. NA 0.04% Add +9.3% 1,455 $442K
Blue Barn Wealth, LLC 0.21% Reduce -0.1% 1,451 $441K
PUREfi Wealth, LLC 0.35% Add +16.7% 1,447 $440K
Icon Wealth Advisors, LLC 0.03% Reduce -9.5% 1,445 $439K
SVB Wealth LLC 0.02% New 1,444 $439K
SYM FINANCIAL Corp 0.05% Add +4.4% 1,442 $439K
Granite Group Advisors, LLC 0.26% No change 1,433 $436K
R Squared Ltd 0.24% New 1,431 $435K
Avior Wealth Management, LLC 0.01% Reduce -0.4% 1,421 $432K
Riversedge Advisors, LLC 0.08% Reduce -1.5% 1,410 $429K
Fulton Bank, N.A. 0.02% New 1,404 $427K
Trust Point Inc. 0.04% Add +11.3% 1,394 $424K
Baker Tilly Wealth Management, LLC 0.15% Add +5.0% 1,377 $419K
Tiaa Trust, National Association 0.00% Add +14.5% 1,375 $418K
Rosenberg Matthew Hamilton 0.10% Add +2.5% 1,368 $416K
Davies Financial Advisors, Inc. 0.32% No change 1,366 $415K
BSW Wealth Partners 0.06% Add +6.2% 1,356 $412K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -3.0% 1,309 $408K
Arete Wealth Advisors, LLC 0.03% Reduce -9.8% 1,334 $406K
D'Orazio & Associates, Inc. 0.06% Reduce -2.3% 1,335 $406K
New Republic Capital, LLC 0.14% Reduce -9.9% 1,331 $405K
Gateway Investment Advisers LLC 0.00% No change 1,331 $405K
Linscomb Wealth, Inc. 0.02% Reduce -17.5% 1,323 $402K
AlTi Global, Inc. 0.01% New 1,323 $402K
Brookstone Capital Management 0.01% Add +15.4% 1,319 $401K
Legacy Capital Group California, Inc. 0.11% Add +15.6% 1,314 $400K
Blueshift Asset Management, LLC 0.12% Reduce -39.7% 1,310 $398K
MQS Management LLC 0.22% New 1,296 $394K
Aureus Asset Management, LLC 0.03% Reduce -2.0% 1,292 $393K
Enterprise Financial Services Corp 0.21% Add +14.3% 1,277 $388K
Syverson Strege & Co 0.09% New 1,272 $387K
Baader Bank Aktiengesellschaft 0.03% New 2,056 $386K
Certior Financial Group, LLC 0.30% Add +0.3% 1,270 $386K
Impact Capital Partners LLC 0.13% Add +13.6% 1,260 $383K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +42.0% 1,254 $381K
Ingalls & Snyder LLC 0.01% No change 1,249 $380K
HM Payson & Co. 0.01% No change 1,249 $380K
Leuthold Group, LLC 0.05% New 1,248 $380K
Clear Harbor Asset Management, LLC 0.03% No change 1,247 $379K
Gitterman Wealth Management, LLC 0.09% Reduce -3.9% 1,234 $376K
Baldwin Wealth Partners LLC 0.03% New 1,222 $372K
Freedom Investment Management, Inc. 0.03% Reduce -12.7% 1,221 $371K
Summit Financial, LLC 0.01% Add +29.5% 1,217 $370K
Cordgrass Capital Advisors, LLC 0.10% No change 1,217 $370K
Klingman & Associates, LLC 0.02% New 1,215 $369K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.1% 1,214 $369K
CI Investments Inc. 0.00% Reduce -4.0% 1,202 $366K
Bond & Devick Financial Network, Inc. 0.12% No change 1,200 $365K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -10.9% 1,199 $365K
Peachtree Investment Partners, LLC 0.14% New 1,180 $359K
SageView Advisory Group, LLC 0.01% New 1,255 $354K
Flputnam Investment Management Co. 0.01% Add +4.8% 1,165 $354K
Capital Analysts, LLC 0.01% Reduce -1.7% 1,164 $353K
Wealthstream Advisors, Inc. 0.06% Add +40.5% 1,158 $352K
Harvest Portfolios Group Inc. 0.01% Reduce -40.6% 1,153 $351K
Braun-Bostich & Associates Inc. 0.24% Reduce -5.9% 1,141 $347K
Koshinski Asset Management, Inc. 0.03% Add +1.1% 1,135 $345K
J.Safra Asset Management Corp 0.02% New 1,126 $342K
Focus Financial Network, Inc. 0.01% Add +2.0% 1,125 $342K
Simplicity Wealth,LLC 0.01% Reduce -51.1% 1,114 $339K
Contravisory Investment Management, Inc. 0.07% Add +3.1% 1,113 $338K
Parnassus Investments, LLC 0.00% New 1,113 $338K
Hoxton Planning & Management, LLC 0.12% Reduce -6.6% 1,111 $338K
Diversified Enterprises, LLC 0.03% Reduce -9.4% 1,106 $336K
Beacon Financial Group 0.03% Add +35.6% 1,096 $333K
Ewa, LLC 0.10% Add +1.2% 1,096 $333K
Moody National Bank Trust Division 0.03% Add +2.9% 1,094 $333K
Empower Advisory Group, LLC 0.00% Add +26.9% 1,093 $332K
Financial Engines Advisors L.L.C. 0.00% New 1,084 $330K
Pacific Capital Wealth Advisors, Inc. 0.06% No change 1,067 $326K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.4% 1,061 $323K
FLC Capital Advisors 0.07% No change 1,059 $322K
Centennial Bank 0.13% No change 1,050 $319K
Shilanski & Associates, Inc. 0.09% Reduce -0.5% 1,050 $319K
Veracity Capital LLC 0.11% Reduce -1.3% 1,049 $319K
Wealthcare Advisory Partners LLC 0.01% Reduce -11.6% 1,044 $317K
Cura Wealth Advisors, LLC 0.15% Reduce -2.4% 1,040 $316K
TCFG Wealth Management, LLC 0.14% New 1,040 $316K
Carter Financial Group, INC. 0.20% — 1,028 $313K
Opal Wealth Advisors, LLC 0.09% Add +40.8% 1,021 $310K
AA Financial Advisors, LLC 0.07% Reduce -30.8% 1,003 $305K
RMR Wealth Builders 0.03% Add +0.1% 1,001 $304K
Intergy Private Wealth, LLC 0.10% Add +21.8% 1,001 $304K
Werba Rubin Papier Wealth Management 0.06% Add +3.0% 1,001 $304K
Glenview Trust Co 0.01% Add +18.6% 1,001 $304K
West Tower Group, LLC 0.66% New 1,000 $304K
Channing Global Advisors, LLC 0.20% Reduce -2.7% 997 $303K
Paragon Private Wealth Management, LLC 0.12% New 997 $303K
Capital Investment Advisory Services, LLC 0.02% No change 993 $302K
Community Financial Services Group, LLC 0.06% Reduce -15.7% 991 $301K
American Trust 0.03% New 988 $300K
OneAscent Financial Services LLC 0.02% Reduce -46.9% 990 $299K
Values First Advisors, Inc. 0.16% New 973 $296K
First Citizens Bank & Trust Co. 0.01% Add +21.5% 972 $296K
Private Advisory Group LLC 0.03% Reduce -0.9% 963 $293K
Hardy Reed LLC 0.02% Add +0.6% 960 $292K
Avity Investment Management Inc. 0.02% Reduce -10.8% 955 $290K
JGP Wealth Management, LLC 0.04% New 951 $289K
Prudent Man Advisors, LLC 0.09% Add +2.7% 945 $287K
SBI Securities Co., Ltd. 0.01% Reduce -87.1% 942 $286K
Endowment Wealth Management, Inc. 0.15% Add +18.9% 927 $282K
Schrum Private Wealth Management LLC 0.23% Add +9.5% 925 $281K
Mutual Advisors, LLC 0.01% Add +9.4% 973 $280K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -11.4% 919 $279K
Rathbones Group PLC 0.00% Reduce -7.6% 919 $279K
Carnegie Investment Counsel 0.01% Reduce -0.1% 917 $279K
Bingham Private Wealth, LLC 0.27% Reduce -9.8% 917 $279K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -5.6% 915 $278K
Phillips Wealth Planners LLC 0.25% Reduce -33.1% 899 $278K
Janney Capital Management LLC 0.02% Reduce -9.2% 908 $276K
Breakwater Capital Group 0.04% No change 907 $276K
American Institute for Advanced Investment Management, LLP 0.19% No change 900 $274K
Riverbridge Partners LLC 0.00% Reduce -0.6% 900 $274K
Jackson Thornton Wealth Management, LLC 0.03% New 877 $271K
Gries Financial LLC 0.05% Add +1.4% 888 $270K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -1.4% 883 $269K
Foundations Investment Advisors, LLC 0.00% New 878 $267K
IPG Investment Advisors LLC 0.05% New 875 $266K
PFG Advisors 0.01% New 867 $264K
Balentine LLC 0.01% Reduce -6.7% 864 $263K
SCS Capital Management LLC 0.00% Reduce -0.3% 864 $263K
Earned Wealth Advisors, LLC 0.05% Add +9.4% 860 $262K
Gotham Asset Management 0.00% New 857 $261K
SeaBridge Investment Advisors LLC 0.05% New 854 $260K
Canandaigua National Trust Co of Florida 0.18% New 853 $259K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.8% 852 $259K
Perennial Investment Advisors, LLC 0.03% New 852 $259K
Euro Pacific Asset Management, LLC 0.04% Reduce -2.0% 848 $259K
Johnson Bixby & Associates, LLC 0.04% Reduce -5.6% 850 $258K
Burns Matteson Capital Management, LLC 0.12% New 842 $256K
Fidelis Capital Partners, LLC 0.02% New 870 $254K
Nicolet Advisory Services, LLC 0.02% Reduce -10.9% 896 $254K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +7.9% 831 $253K
Waterway Wealth Management, LLC 0.08% Add +2.5% 830 $252K
Transcend Capital Advisors, LLC 0.02% Reduce -11.2% 829 $252K
Baird Financial Group, Inc. 0.00% Reduce -8.2% 828 $252K
Channel Wealth LLC 0.07% No change 819 $249K
Genesis Private Wealth, LLC 0.12% Reduce -14.2% 809 $246K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -19.8% 800 $243K
CogentBlue Wealth Advisors, LLC 0.19% New 798 $243K
UMB Bank, n.a. 0.00% Add +16.5% 797 $242K
Mayport, LLC 0.06% Reduce -6.2% 792 $241K
XML Financial, LLC 0.02% No change 785 $239K
Independent Financial Group, LLC 0.01% New 782 $238K
GenTrust, LLC 0.01% Add +2.4% 779 $237K
Old National Bancorp 0.00% Reduce -15.6% 777 $236K
MFA Wealth Services 0.18% New 775 $236K
Veery Capital, LLC 0.08% Reduce -5.8% 771 $234K
Procyon Advisors, LLC 0.02% Reduce -67.7% 767 $233K
Brio Consultants, LLC 0.03% New 766 $233K
Caldwell Trust Co 0.02% Add +13.6% 761 $231K
Nilsine Partners, LLC 0.02% New 758 $231K
Brentview Investment Management LLC 0.12% No change 755 $230K
Moors & Cabot, Inc. 0.01% Reduce -3.4% 750 $228K
Beutel, Goodman & Co Ltd. 0.00% Reduce -34.8% 750 $228K
Wambolt & Associates, LLC 0.08% Reduce -15.2% 757 $228K
Clark Capital Management Group, Inc. 0.00% New 747 $227K
Capital Planning Advisors, LLC 0.03% New 734 $223K
KCM Investment Advisors LLC 0.01% New 733 $223K
Jaffetilchin Investment Partners, LLC 0.01% New 730 $222K
Whipplewood Advisors, LLC 0.12% Add +3.7% 727 $221K
Soltis Investment Advisors LLC 0.02% New 722 $220K
Evoke Wealth, LLC 0.01% New 717 $218K
Cottonwood Capital Advisors, LLC 0.15% Reduce -5.2% 715 $217K
Meeder Advisory Services, Inc. 0.01% New 715 $217K
Vest Financial, LLC 0.00% New 713 $217K
Inscription Capital, LLC 0.03% New 710 $216K
Haven Private, LLC 0.10% New 709 $216K
Busey Bank 0.01% New 703 $214K
Next Level Private LLC 0.07% New 700 $213K
Cary Street Partners Financial LLC 0.01% Reduce -9.0% 699 $213K
Atlas Brown,Inc. 0.07% New 698 $212K
AdvisorNet Financial, Inc 0.01% Add +10.1% 698 $212K
HUB Investment Partners, LLC 0.01% New 697 $212K
FineMark National Bank & Trust 0.01% New 693 $211K
Aletheian Wealth Advisors LLC 0.10% Reduce -9.1% 692 $210K
American National Bank & Trust 0.02% Reduce -0.4% 691 $210K
Advisor OS, LLC 0.02% New 691 $210K
Cerro Pacific Wealth Advisors LLC 0.06% Reduce -19.4% 687 $209K
Bluesphere Advisors LLC 0.10% Reduce -11.2% 685 $208K
Grove Bank & Trust 0.03% Reduce -12.8% 682 $207K
Essex Bank 0.05% Reduce -10.6% 681 $207K
Decatur Capital Management, Inc. 0.09% New 679 $206K
180 Wealth Advisors, LLC 0.03% New 674 $205K
Parkside Financial Bank & Trust 0.02% Add +35.1% 673 $205K
Ground Swell Capital, LLC 0.34% New 672 $204K
Ellis Investment Partners, LLC 0.04% New 668 $203K
Cyndeo Wealth Partners, LLC 0.01% New 668 $203K
Searle & Co. 0.06% New 667 $203K
Northwest Bancshares, Inc. 0.04% New 667 $203K
Pinnacle Financial Partners Inc 0.00% New 659 $200K
Raiffeisen Bank International AG 0.00% No change 619 $187K
SouthState Bank Corp 0.01% Reduce -46.1% 570 $173K
CoreCap Advisors, LLC 0.01% Add +32.2% 562 $171K
Smithfield Trust Co 0.01% No change 563 $169K
Berbice Capital Management LLC 0.12% Add +22.2% 550 $167K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -3.0% 543 $165K
Cullen/Frost Bankers, Inc. 0.00% Add +23.9% 488 $148K
CBIZ Investment Advisory Services, LLC 0.01% No change 480 $146K
Fortitude Family Office, LLC 0.05% Reduce -4.8% 477 $145K
Ameritas Advisory Services, LLC 0.01% New 470 $143K
Pinnacle Bancorp, Inc. 0.04% Add +64.6% 451 $137K
Ramirez Asset Management, Inc. 0.02% No change 450 $137K
Independence Bank of Kentucky 0.02% No change 450 $137K
Sierra Ocean, LLC 0.10% Reduce -3.9% 449 $137K
Wealth Preservation Advisors, LLC 0.08% New 448 $136K
E Fund Management (Hong Kong) Co., Ltd. 0.13% Add +124.8% 445 $135K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -55.9% 438 $133K
Eastern Bank 0.00% Reduce -7.1% 431 $131K
Harbour Investments, Inc. 0.00% Reduce -10.0% 407 $124K
North Star Investment Management Corp. 0.01% No change 405 $123K
WPG Advisers, LLC 0.10% Reduce -1.2% 403 $123K
Nisa Investment Advisors, LLC 0.00% No change 400 $122K
Rothschild Investment LLC 0.01% Reduce -1.5% 396 $120K
State of Wyoming 0.01% Add +0.5% 386 $117K
FIL Ltd 0.00% Add +8.3% 379 $115K
Syntax Research, Inc. 0.08% No change 370 $113K
Atlas Capital Advisors Inc. 0.01% Reduce -22.7% 358 $109K
Clearstead Trust, LLC 0.02% Add +25.0% 335 $102K
Twin Peaks Wealth Advisors, LLC 0.03% New 335 $92K
Binnacle Investments Inc 0.06% Reduce -0.3% 296 $90K
Anchor Investment Management, LLC 0.01% No change 274 $83K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 273 $83K
Bogart Wealth, LLC 0.00% No change 271 $82K
Larson Financial Group LLC 0.00% Add +11.7% 258 $78K
Ridgewood Investments LLC 0.03% No change 254 $77K
Westside Investment Management, Inc. 0.01% New 251 $75K
Fairscale Capital, LLC 0.05% New 259 $74K
Financial Gravity Companies, Inc. 0.01% — 244 $74K
Cherry Tree Wealth Management, LLC 0.02% No change 241 $73K
Putney Financial Group LLC 0.07% Reduce -11.1% 240 $73K
NewSquare Capital LLC 0.01% Add +146.4% 239 $73K
CENTRAL TRUST Co 0.00% No change 236 $72K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -20.8% 236 $72K
Alpine Bank Wealth Management 0.01% No change 232 $71K
Strategic Wealth Partners, Ltd. 0.01% — 231 $70K
Key Financial Inc 0.01% No change 227 $69K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 215 $65K
Bruce G. Allen Investments, LLC 0.05% Reduce -45.0% 211 $64K
Limestone Investment Advisors LP 0.03% — 210 $64K
Financial Management Professionals, Inc. 0.01% Add +2.4% 210 $64K
Raffa Wealth Management, LLC 0.01% Add +61.9% 204 $62K
Maseco LLP 0.00% — 201 $61K
Atticus Wealth Management, LLC 0.02% No change 200 $61K
Toth Financial Advisory Corp. 0.01% No change 200 $61K
Perkins Coie Trust Co 0.01% Reduce -1.0% 200 $61K
Harbor Investment Advisory, LLC 0.01% New 200 $61K
Medallion Wealth Advisors, LLC 0.02% No change 200 $60K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +1005.9% 188 $57K
Physician Wealth Advisors, Inc. 0.01% Add +19.2% 186 $57K
Foster Dykema Cabot & Partners, LLC 0.00% No change 180 $55K
LRI Investments, LLC 0.00% No change 180 $55K
Rakuten Securities, Inc. 0.02% Reduce -88.6% 179 $54K
Cornerstone Planning Group LLC 0.01% Reduce -5.2% 184 $52K
University of Illinois Foundation 0.02% New 170 $52K
Dagco, Inc. 0.01% No change 168 $51K
JFS Wealth Advisors, LLC 0.00% No change 168 $51K
Beaird Harris Wealth Management, LLC 0.00% Add +16.9% 159 $48K
HHM Wealth Advisors, LLC 0.01% No change 152 $46K
Provenance Wealth Advisors, LLC 0.01% No change 149 $45K
GW&K Investment Management, LLC 0.00% No change 148 $45K
Riggs Asset Managment Co. Inc. 0.01% Add +83.8% 147 $45K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 143 $43K
Highline Wealth Partners LLC 0.01% Add +3.6% 143 $43K
Frazier Financial Advisors, LLC 0.03% Reduce -6.3% 135 $41K
Solstein Capital, LLC 0.02% New 133 $40K
Founders Capital Management 0.02% No change 131 $40K
Financial Perspectives, Inc 0.01% No change 125 $38K
Princeton Global Asset Management LLC 0.01% New 125 $38K
Sunbelt Securities, Inc. 0.00% New 151 $37K
Private Wealth Asset Management, LLC 0.00% No change 121 $37K
Adirondack Trust Co. 0.01% No change 121 $37K
CVA Family Office, LLC 0.01% Reduce -2.5% 118 $36K
Motco 0.00% Add +400.0% 125 $36K
Ninety One UK Ltd 0.00% Reduce -62.5% 116 $35K
Robinswood Financial LLC 0.01% No change 116 $35K
Aventus Investment Advisors, Inc. 0.03% — 110 $33K
Creative Financial Designs Inc. 0.00% No change 109 $33K
Pin Oak Investment Advisors Inc. 0.03% No change 125 $33K
Bartlett & Co. Wealth Management LLC 0.00% Add +11.5% 107 $33K
Vermillion Wealth Management, Inc. 0.01% New 102 $31K
Crowley Wealth Management, Inc. 0.03% No change 100 $30K
Centricity Wealth Management, LLC 0.02% No change 100 $30K
Lavaca Capital LLC 0.01% No change 100 $30K
Ulland Investment Advisors, LLC 0.02% No change 100 $30K
Center for Financial Planning, Inc. 0.00% No change 98 $30K
Beacon Capital Management, LLC 0.00% No change 94 $29K
Winch Advisory Services, LLC 0.01% Add +1.1% 91 $28K
TD Capital Management LLC 0.00% Add +633.3% 88 $27K
Financial Network Wealth Advisors LLC 0.03% Reduce -1.1% 87 $26K
Prestige Wealth Management Group LLC 0.01% No change 87 $26K
Glen Eagle Advisors, LLC 0.00% No change 85 $26K
WealthCollab, LLC 0.01% No change 83 $25K
Dogwood Wealth Management LLC 0.01% Add +35.0% 81 $25K
Bell Investment Advisors, Inc 0.00% Add +7.9% 82 $25K
Albion Financial Group 0.00% No change 81 $25K
Evelyn Partners Investment Management Services Ltd 0.00% No change 76 $23K
IMG Wealth Management, Inc. 0.02% New 75 $23K
Colonial Trust Co / SC 0.00% Reduce -19.6% 74 $22K
Leonteq Securities AG 0.00% Reduce -63.3% 73 $22K
Eukles Asset Management 0.01% Reduce -25.0% 69 $21K
Hemington Wealth Management 0.00% No change 69 $20K
Sound Income Strategies, LLC 0.00% No change 63 $19K
Morton Brown Family Wealth, LLC 0.01% Add +400.0% 60 $18K
Dunhill Financial, LLC 0.01% Add +1.8% 58 $18K
Rossby Financial, LCC 0.01% New 58 $18K
Washington Trust Advisors, Inc. 0.00% No change 58 $18K
Redmont Wealth Advisors LLC 0.03% New 57 $17K
Trifecta Capital Advisors, LLC 0.00% No change 53 $16K
Salomon & Ludwin, LLC 0.00% Add +32.5% 53 $16K
Total Investment Management Inc. 0.00% New 51 $16K
Accredited Wealth Management, LLC 0.01% No change 50 $15K
Hager Investment Management Services, LLC 0.01% No change 50 $15K
REAP Financial Group, LLC 0.00% Reduce -23.1% 50 $15K
Byrne Asset Management LLC 0.01% New 48 $15K
Global Trust Asset Management, LLC 0.01% No change 48 $15K
Traub Capital Management LLC 0.01% — 48 $15K
Archer Investment Corp 0.00% No change 46 $14K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.7% 45 $14K
Transce3nd, LLC 0.01% Add +2.4% 42 $13K
Bare Financial Services, Inc 0.00% Add +290.0% 39 $12K
Creekmur Asset Management LLC 0.00% No change 38 $12K
Piscataqua Savings Bank 0.01% New 36 $11K
FWL Investment Management, LLC 0.00% No change 33 $10K
MorganRosel Wealth Management, LLC 0.00% No change 33 $10K
Trust Co. of Vermont 0.00% No change 33 $10K
Stephens Consulting, LLC 0.00% New 31 $9K
Perritt Capital Management Inc 0.00% No change 31 $9K
Western Pacific Wealth Management, LP 0.01% No change 30 $9K
MV Capital Management, Inc. 0.00% No change 30 $9K
Manchester Capital Management LLC 0.00% New 29 $9K
Hollencrest Capital Management 0.00% No change 29 $9K
Retirement Wealth Solutions LLC 0.01% Reduce -6.7% 28 $9K
Estabrook Capital Management 0.00% No change 27 $8K
Brown, Lisle/Cummings, Inc. 0.00% Add +3.9% 27 $8K
Gables Capital Management Inc. 0.00% No change 26 $8K
Webster Bank, N. A. 0.00% New 26 $8K
Minot DeBlois Advisors LLC 0.01% No change 25 $8K
True Wealth Design, LLC 0.00% Add +8.7% 25 $8K
Nemes Rush Group LLC 0.00% New 25 $8K
Montag A & Associates Inc. 0.00% Reduce -94.2% 25 $8K
FSA Wealth Management LLC 0.00% No change 24 $7K
Operose Advisors LLC 0.00% No change 24 $7K
Nova Wealth Management, Inc. 0.01% Add +109.1% 23 $7K
Ancora Advisors LLC 0.00% New 23 $7K
SWAN Capital LLC 0.00% New 22 $7K
Golden State Wealth Management, LLC 0.00% Add +100.0% 22 $7K
Accent Capital Management, LLC 0.00% No change 21 $6K
Ascentis Wealth Management, LLC 0.00% Add +5.0% 21 $6K
Principia Wealth Advisory, LLC 0.01% New 20 $6K
Pandora Wealth, Inc. 0.00% No change 20 $6K
HighMark Wealth Management LLC 0.00% Reduce -4.8% 20 $6K
Arlington Trust Co LLC 0.00% New 19 $6K
Family CFO Inc 0.00% New 18 $5K
Cape Investment Advisory, Inc. 0.00% New 17 $5K
Salem Investment Counselors Inc. 0.00% No change 17 $5K
Country Trust Bank 0.00% No change 17 $5K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 15 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -16.7% 15 $5K
Front Row Advisors LLC 0.00% New 15 $5K
McIlrath & Eck, LLC 0.00% No change 15 $5K
Bayforest Capital Ltd 0.00% New 14 $4K
Trust Co 0.00% No change 14 $4K
Inlight Wealth Management, LLC 0.00% No change 13 $4K
Aventura Private Wealth, LLC 0.00% Add +44.4% 13 $4K
Valued Wealth Advisors LLC 0.00% No change 12 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -83.1% 12 $4K
First Command Advisory Services, Inc. 0.00% Reduce -25.0% 12 $4K
ORG Partners LLC 0.00% New 11 $3K
Wolff Wiese Magana LLC 0.00% Reduce -99.6% 10 $3K
Wood Tarver Financial Group, LLC 0.00% No change 12 $3K
Evolution Wealth Management Inc. 0.00% — 8 $2K
Paladin Advisory Group, LLC 0.00% New 8 $2K
Richardson Financial Services Inc. 0.00% Reduce -20.0% 8 $2K
Abound Wealth Management 0.00% No change 8 $2K
Pacifica Partners Inc. 0.00% No change 8 $2K
Kilter Group LLC 0.00% New 7 $2K
Tortoise Investment Management, LLC 0.00% No change 4 $1K
Clean Yield Group 0.00% No change 3 $912
Blume Capital Management, Inc. 0.00% Reduce -92.3% 2 $609
Atwood & Palmer Inc. 0.00% No change 2 $609
West Branch Capital LLC 0.00% No change 1 $314

"% of holder's portfolio" is SAP's weight in each manager's 13F, not the share of Sap SE-Sponsored ADR the manager owns.