Sap SE-Sponsored ADRSAP
13F holders, Q4 2025 (December 31)931holders +1
96new positions
122sold out
8famous investors
$242.34avg. 13F price*
At the end of Q4 2025, 931 institutions reported holding Sap SE-Sponsored ADR (SAP) in their 13F filings, up 1 from Q3 2025. 96 opened new positions and 122 sold out. The largest holders were Fisher Asset Management ($3.6B), FMR LLC ($1.6B) and Eagle Capital Management LLC ($1.0B). 8 famous investors held it, including Ken Fisher (1.2% of Fisher Asset Management's portfolio), David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $176.9M |
| Exits | 122 | $417.7M |
All 13F filers, Q3 2025 → Q4 2025: 6,405,277 shares bought and 8,919,578 shares sold, net −2,514,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 931 holders
| Fisher Asset Management | 1.22% | Add +1.2% | 14,728,881 | $3.6B |
| FMR LLC | 0.08% | Reduce -2.0% | 6,790,713 | $1.6B |
| Eagle Capital Management LLC | 3.13% | Add +37.5% | 4,143,430 | $1.0B |
| Morgan Stanley | 0.05% | Reduce -18.8% | 3,681,438 | $894.3M |
| Capital International Investors | 0.14% | Reduce -10.6% | 3,586,780 | $873.7M |
| Windacre Partnership LLC | 6.39% | Add +4.0% | 2,451,125 | $595.4M |
| D. E. Shaw & Co. | 0.45% | Add +149.8% | 2,301,078 | $559.0M |
| Bank of America Corp. | 0.03% | Reduce -15.0% | 1,742,120 | $423.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -0.9% | 1,506,072 | $365.8M |
| Northern Trust Corp. | 0.05% | Reduce -3.8% | 1,501,558 | $364.7M |
| Ameriprise Financial Inc. | 0.07% | Add +10.9% | 1,242,468 | $301.0M |
| BlackRock, Inc. | 0.01% | Reduce -5.2% | 1,222,615 | $297.0M |
| JPMorgan Chase & Co. | 0.02% | Add +7.5% | 1,200,024 | $291.5M |
| WCM Investment Management, LLC | 0.56% | Reduce -8.3% | 1,119,733 | $273.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -22.8% | 729,876 | $177.3M |
| Royal Bank of Canada | 0.03% | Add +1.1% | 716,684 | $174.1M |
| Wells Fargo & Company | 0.03% | Reduce -1.7% | 716,226 | $174.0M |
| Sustainable Growth Advisers, LP | 1.16% | Reduce -18.5% | 686,851 | $166.8M |
| Clearbridge Investments, LLC | 0.11% | Reduce -1.1% | 543,921 | $132.1M |
| BNP Paribas Financial Markets | 0.08% | Add +15.3% | 501,933 | $121.9M |
| Millennium Management | 0.07% | Add +13323.1% | 397,324 | $96.5M |
| Sands Capital Management, LLC | 0.29% | Reduce -10.5% | 394,117 | $95.7M |
| TD Asset Management Inc | 0.08% | Reduce -22.7% | 390,016 | $94.7M |
| Harding Loevner LP | 0.83% | Reduce -83.2% | 386,893 | $94.0M |
| Natixis Advisors, LLC | 0.13% | Reduce -8.3% | 380,474 | $92.4M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.9% | 371,491 | $90.2M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -21.7% | 370,155 | $89.9M |
| Crawford Investment Counsel Inc. | 1.49% | Add +1.1% | 366,882 | $89.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.3% | 356,710 | $86.7M |
| Quadrature Capital Ltd | 0.85% | Add +224.4% | 344,191 | $83.6M |
| Norges Bank | 0.01% | — | 336,683 | $81.8M |
| UBS Group AG | 0.02% | Add +30.9% | 324,348 | $78.8M |
| Nomura Asset Management International Inc. | 0.11% | — | 299,608 | $72.8M |
| Aviso Financial Inc. | 2.65% | Add +1.2% | 286,866 | $69.7M |
| Wellington Management Group LLP | 0.01% | Reduce -38.3% | 286,210 | $69.5M |
| Causeway Capital Management LLC | 0.84% | Add +29.4% | 250,748 | $60.9M |
| Night Owl Capital Management, LLC | 6.59% | Add +1.0% | 247,552 | $60.1M |
| First Trust Advisors LP | 0.04% | Add +8.3% | 244,854 | $59.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 243,589 | $59.2M |
| Sei Investments Co. | 0.06% | Reduce -1.4% | 235,259 | $57.1M |
| Polen Capital Management LLC | 0.24% | Reduce -32.4% | 233,332 | $56.7M |
| Neuberger Berman Group LLC | 0.04% | Reduce -12.2% | 232,384 | $56.4M |
| Brandes Investment Partners, LP | 0.42% | Add +70.3% | 229,454 | $55.7M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -1.2% | 209,722 | $50.9M |
| NewEdge Advisors, LLC | 0.17% | Add +2.4% | 193,458 | $47.0M |
| AMF Tjanstepension AB | 0.29% | No change | 190,311 | $46.2M |
| 1832 Asset Management L.P. | 0.06% | Add +238.2% | 181,133 | $44.0M |
| Becker Capital Management Inc. | 1.20% | Add +2.7% | 172,045 | $41.8M |
| Unio Capital LLC | 7.35% | Add +118.7% | 160,817 | $39.1M |
| Stifel Financial Corp. | 0.03% | Add +10.4% | 154,728 | $37.6M |
| Petrus Trust Company, LTA | 3.75% | Add +11.4% | 152,542 | $37.1M |
| Jennison Associates LLC | 0.02% | Reduce -1.3% | 152,356 | $37.0M |
| Deutsche Bank AG | 0.01% | Add +2080.8% | 149,474 | $36.3M |
| Marshall Wace, LLP | 0.03% | Add +9193.4% | 142,467 | $34.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +162.6% | 141,710 | $34.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +14.7% | 140,956 | $34.2M |
| Riverbridge Partners LLC | 0.61% | Add +14843.4% | 134,491 | $32.7M |
| Quantinno Capital Management LP | 0.06% | Add +18.9% | 131,528 | $31.9M |
| Bank of Montreal | 0.01% | Reduce -27.0% | 131,339 | $31.9M |
| CIBC Private Wealth Group LLC | 0.05% | Add +5.2% | 129,380 | $31.4M |
| Cidel Asset Management Inc. | 2.20% | Reduce -8.2% | 127,902 | $31.1M |
| Creative Planning | 0.02% | Reduce -0.6% | 127,301 | $30.9M |
| LPL Financial LLC | 0.01% | Reduce -1.1% | 126,907 | $30.8M |
| Balyasny Asset Management L.P. | 0.06% | New | 126,722 | $30.8M |
| Cerity Partners LLC | 0.04% | Reduce -3.5% | 124,399 | $30.2M |
| American Century Companies Inc. | 0.01% | Add +2.8% | 120,363 | $29.2M |
| Citadel Advisors | 0.02% | Add +185.3% | 119,430 | $29.0M |
| Marsico Capital Management LLC | 0.80% | No change | 118,834 | $28.9M |
| Coerente Capital Management | 5.14% | Add +3.2% | 116,055 | $28.2M |
| Cardinal Capital Management, Inc. | 0.63% | Add +5.0% | 83,841 | $27.9M |
| US Bancorp \de | 0.03% | Reduce -20.3% | 108,505 | $26.4M |
| Obermeyer Wealth Partners | 1.18% | Reduce -1.0% | 106,333 | $25.8M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -35.8% | 103,255 | $25.1M |
| O'shaughnessy Asset Management, LLC | 0.14% | Reduce -11.2% | 101,875 | $24.7M |
| Fayez Sarofim & Co | 0.06% | Add +104.9% | 101,787 | $24.7M |
| Promethos Capital, LLC | 6.72% | Reduce -23.7% | 101,512 | $24.7M |
| Pathstone Holdings, LLC | 0.09% | Add +7.7% | 97,090 | $23.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +10.9% | 93,931 | $22.8M |
| Mar Vista Investment Partners LLC | 2.03% | Reduce -35.6% | 90,830 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -9.7% | 90,705 | $21.5M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -9.6% | 87,874 | $21.3M |
| Jane Street Group, LLC | 0.02% | Add +2.8% | 85,098 | $20.7M |
| Crossmark Global Holdings, Inc. | 0.30% | Reduce -9.9% | 84,769 | $20.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 82,316 | $20.0M |
| NorthCrest Asset Manangement, LLC | 0.44% | Add +1.8% | 82,733 | $19.9M |
| Two Sigma Investments, LP | 0.03% | New | 80,410 | $19.5M |
| GMO | 0.05% | Add +79.7% | 76,449 | $18.6M |
| Kornitzer Capital Management Inc. | 0.38% | No change | 75,000 | $18.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.9% | 72,692 | $17.7M |
| Scotia Capital Inc. | 0.07% | Reduce -23.5% | 71,179 | $17.3M |
| Cibc World Market Inc. | 0.03% | Add +95.6% | 69,350 | $16.8M |
| Jain Global LLC | 0.17% | New | 67,859 | $16.5M |
| Cetera Investment Advisers | 0.02% | Add +13.1% | 67,522 | $16.4M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -76.3% | 67,035 | $16.3M |
| Lord, Abbett & Co. LLC | 0.05% | Add +0.2% | 66,425 | $16.1M |
| Dash Acquisitions Inc. | 3.28% | Add +8.7% | 78,880 | $15.8M |
| Assetmark, Inc. | 0.03% | Add +1.2% | 63,618 | $15.5M |
| Ethic Inc. | 0.23% | Add +0.8% | 60,491 | $14.7M |
| MML Investors Services, LLC | 0.04% | Add +3.5% | 59,292 | $14.4M |
| QRG Capital Management, Inc. | 0.16% | Add +2.4% | 58,941 | $14.3M |
| Capital International, Inc. | 0.11% | Reduce -5.1% | 58,700 | $14.3M |
| Davis Selected Advisers | 0.06% | Add +20.4% | 56,347 | $13.7M |
| Hantz Financial Services, Inc. | 0.20% | Add +22.8% | 55,403 | $13.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.0% | 54,134 | $13.1M |
| Cambiar Investors LLC | 0.56% | Add +35.4% | 51,797 | $12.6M |
| Vanguard Personalized Indexing Management, LLC | 0.12% | Reduce -9.3% | 51,677 | $12.6M |
| Henry James International Management Inc. | 3.88% | Reduce -3.4% | 50,643 | $12.3M |
| Mariner, LLC | 0.01% | Reduce -64.0% | 50,350 | $12.2M |
| Oppenheimer Asset Management Inc. | 0.14% | Reduce -9.9% | 48,118 | $11.7M |
| Captrust Financial Advisors | 0.02% | Reduce -60.1% | 46,914 | $11.4M |
| Ruane, Cunniff & Goldfarb L.P. | 0.17% | Reduce -0.2% | 45,927 | $11.2M |
| Glenmede Trust Co. NA | 0.05% | — | 45,274 | $11.0M |
| Boston Common Asset Management, LLC | 0.66% | Reduce -8.2% | 45,081 | $11.0M |
| Truist Financial Corp. | 0.01% | Reduce -11.7% | 45,012 | $10.9M |
| Alight Capital Management LP | 2.93% | New | 45,000 | $10.9M |
| Citigroup Inc. | 0.01% | Reduce -92.6% | 44,463 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.3% | 43,378 | $10.5M |
| Oddo BHF Asset Management Sas | 0.40% | No change | 43,326 | $10.5M |
| Focus Partners Wealth | 0.01% | Add +32.2% | 43,119 | $10.5M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +99.0% | 43,123 | $10.5M |
| AQR Capital Management | 0.01% | Add +19.1% | 43,070 | $10.5M |
| Meridiem Capital Partners LP | 0.65% | New | 42,728 | $10.4M |
| Value Partners Investments Inc. | 0.78% | Add +2.5% | 42,042 | $10.2M |
| Rwa Wealth Partners, LLC | 0.11% | Add +9.6% | 41,918 | $10.2M |
| Walleye Capital LLC | 0.06% | Add +1814.4% | 41,868 | $10.2M |
| Callan Family Office, LLC | 0.22% | Add +94.8% | 41,635 | $10.1M |
| Invesco Ltd. | 0.00% | Add +8.0% | 41,461 | $10.1M |
| M&T Bank Corp | 0.03% | Reduce -14.8% | 41,364 | $10.0M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +44.0% | 40,902 | $9.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.2% | 40,864 | $9.9M |
| Guardian Partners Inc. | 0.79% | Add +6.2% | 49,610 | $9.9M |
| Foresight Global Investors, Inc. | 4.44% | Add +2.3% | 38,813 | $9.4M |
| One Capital Management, LLC | 0.27% | Add +5.6% | 37,422 | $9.1M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -4.1% | 37,029 | $9.0M |
| Brooklyn Investment Group | 0.41% | Add +241.2% | 36,099 | $8.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.18% | New | 36,551 | $8.9M |
| Corient Private Wealth LP | 0.01% | Reduce -15.9% | 36,263 | $8.8M |
| &partners | 0.04% | Add +11.5% | 34,690 | $8.4M |
| Fulton Breakefield Broenniman LLC | 0.53% | Reduce -3.1% | 34,391 | $8.4M |
| Campbell & CO Investment Adviser LLC | 0.40% | Add +571.6% | 34,156 | $8.3M |
| Bluegrass Capital Partners LP | 4.93% | New | 34,000 | $8.3M |
| Rock Point Advisors, LLC | 2.04% | Add +66.5% | 33,569 | $8.2M |
| Quadrant Capital Group LLC | 0.24% | Reduce -0.2% | 32,483 | $7.9M |
| National Bank of Canada | 0.01% | Reduce -2.8% | 31,846 | $7.7M |
| GF Fund Management Co. LTD. | 0.13% | Reduce -75.0% | 31,549 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -11.2% | 31,125 | $7.6M |
| Naples Global Advisors, LLC | 0.56% | Reduce -1.0% | 30,956 | $7.5M |
| CIBC Asset Management Inc | 0.02% | Reduce -15.3% | 31,404 | $7.5M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -3.4% | 30,421 | $7.4M |
| Cohen Klingenstein LLC | 0.22% | No change | 30,179 | $7.3M |
| Optiver Holding B.V. | 0.13% | Reduce -62.2% | 30,170 | $7.3M |
| Twin Tree Management, LP | 0.74% | Add +20.4% | 29,894 | $7.3M |
| Voleon Capital Management LP | 0.16% | Add +93.2% | 29,850 | $7.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -7.8% | 29,303 | $7.1M |
| Lowe Brockenbrough & Co. Inc. | 0.34% | New | 28,571 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.7% | 29,317 | $6.8M |
| Park Avenue Securities LLC | 0.06% | Add +0.5% | 27,731 | $6.7M |
| Ritholtz Wealth Management | 0.12% | Reduce -1.5% | 27,518 | $6.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.57% | Reduce -0.1% | 27,410 | $6.7M |
| Cardinal Capital Management | 0.88% | Add +0.0% | 27,230 | $6.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.27% | Add +15.3% | 26,696 | $6.5M |
| Tudor Investment Corporation | 0.04% | Reduce -45.0% | 26,319 | $6.4M |
| Rhumbline Advisers | 0.01% | Add +18.2% | 26,251 | $6.4M |
| Capital Wealth Planning, LLC | 0.04% | Reduce -34.1% | 26,013 | $6.2M |
| Evergreen Capital Management LLC | 0.14% | Add +90.9% | 25,012 | $6.1M |
| Nia Impact Advisors, LLC | 2.00% | Reduce -4.6% | 24,510 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +1.3% | 23,089 | $5.9M |
| Elite Wealth Management, Inc. | 1.58% | Add +0.2% | 23,874 | $5.8M |
| Capital World Investors | 0.00% | Add +1.3% | 23,468 | $5.7M |
| Flow Traders U.S. LLC | 0.19% | New | 23,280 | $5.7M |
| Vise Technologies, Inc. | 0.11% | Add +59.6% | 23,179 | $5.6M |
| Bleakley Financial Group, LLC | 0.10% | Add +16.3% | 23,011 | $5.6M |
| Janney Capital Management LLC | 0.35% | Add +2864.7% | 22,828 | $5.5M |
| Capital Investment Counsel, Inc | 0.65% | Reduce -5.2% | 22,660 | $5.5M |
| Cox Capital Mgt LLC | 3.41% | Add +1.7% | 22,177 | $5.5M |
| Atria Investments, Inc | 0.06% | Reduce -25.6% | 22,538 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.5% | 22,171 | $5.4M |
| Saturna Capital Corp. | 0.07% | Add +31.9% | 22,121 | $5.4M |
| Maplelane Capital, LLC | 0.30% | New | 22,000 | $5.3M |
| Eagle Global Advisors LLC | 0.19% | Reduce -9.0% | 21,675 | $5.3M |
| Florida Trust Wealth Management Co | 0.15% | Add +10.3% | 21,640 | $5.3M |
| Timber Creek Capital Management LLC | 1.21% | Reduce -0.5% | 21,498 | $5.2M |
| Moran Wealth Management, LLC | 0.16% | Add +10.7% | 21,473 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.9% | 21,327 | $5.2M |
| Tidal Investments LLC | 0.02% | Add +12.1% | 21,005 | $5.1M |
| Capital Research Global Investors | 0.00% | Reduce -10.6% | 20,756 | $5.1M |
| Dividend Assets Capital, LLC | 0.96% | Reduce -7.1% | 20,674 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.8% | 20,502 | $5.0M |
| Signaturefd, LLC | 0.08% | Reduce -2.2% | 20,350 | $4.9M |
| Symmetry Investments LP | 0.91% | New | 20,000 | $4.9M |
| Aperture Investors, LLC | 0.66% | No change | 19,441 | $4.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +220.3% | 19,437 | $4.7M |
| Factory Mutual Insurance Co. | 0.05% | No change | 19,324 | $4.7M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -46.7% | 19,273 | $4.7M |
| Thornburg Investment Management Inc. | 0.06% | Add +10.9% | 19,238 | $4.7M |
| Hollow Brook Wealth Management LLC | 1.20% | Reduce -7.7% | 19,050 | $4.6M |
| Acumen Wealth Advisors, LLC | 1.33% | — | 18,994 | $4.6M |
| Naviter Wealth, LLC | 0.60% | Reduce -18.6% | 18,975 | $4.6M |
| NewEdge Wealth, LLC | 0.05% | Add +0.3% | 18,877 | $4.6M |
| Aquatic Capital Management LLC | 0.13% | New | 18,762 | $4.6M |
| Entropy Technologies, LP | 0.25% | Reduce -18.1% | 18,712 | $4.5M |
| Prosperity Consulting Group, LLC | 0.20% | Reduce -2.0% | 18,652 | $4.5M |
| Americana Partners, LLC | 0.12% | Add +0.9% | 18,564 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.4% | 18,406 | $4.5M |
| Forum Financial Management, LP | 0.06% | Reduce -0.1% | 18,378 | $4.5M |
| FORA Capital, LLC | 0.53% | Add +232.9% | 18,199 | $4.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -11.0% | 18,061 | $4.4M |
| Caprock Group, LLC | 0.09% | Reduce -15.9% | 17,995 | $4.4M |
| Interval Partners, LP | 0.10% | New | 17,840 | $4.3M |
| Vident Advisory, LLC | 0.04% | Reduce -6.8% | 17,813 | $4.3M |
| Choreo, LLC | 0.06% | Reduce -24.1% | 17,673 | $4.3M |
| Equitable Trust Co. | 0.19% | Reduce -3.2% | 17,669 | $4.3M |
| Ieq Capital, LLC | 0.01% | Reduce -11.9% | 17,270 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.0% | 17,127 | $4.2M |
| Perigon Wealth Management, LLC | 0.07% | Add +3.2% | 15,901 | $3.9M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 15,542 | $3.8M |
| JCIC Asset Management Inc. | 1.15% | Reduce -2.5% | 15,465 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 15,177 | $3.7M |
| Nuveen, LLC | 0.00% | Add +0.1% | 14,533 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +7.7% | 14,287 | $3.5M |
| Douglass Winthrop Advisors, LLC | 0.06% | No change | 14,010 | $3.4M |
| Verition Fund Management LLC | 0.02% | Add +429.4% | 13,887 | $3.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -52.3% | 13,885 | $3.4M |
| Bessemer Group Inc. | 0.01% | Reduce -0.5% | 13,870 | $3.4M |
| Dara Capital Us, Inc. | 2.96% | — | 13,757 | $3.3M |
| Benjamin Edwards Inc. | 0.04% | Add +56.3% | 13,537 | $3.3M |
| Bailard, Inc. | 0.07% | Reduce -15.6% | 13,495 | $3.3M |
| Highland Capital Management, LLC | 0.16% | Reduce -11.4% | 13,460 | $3.3M |
| Parr McKnight Wealth Management Group, LLC | 0.43% | Reduce -1.7% | 13,424 | $3.3M |
| Headlands Technologies LLC | 0.27% | New | 13,413 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.7% | 13,186 | $3.2M |
| Bulltick Wealth Management, LLC | 0.66% | Reduce -51.8% | 12,778 | $3.1M |
| Paradigm Asset Management Co. LLC | 0.71% | Add +95.4% | 12,700 | $3.1M |
| Diversify Wealth Management, LLC | 0.14% | Reduce -15.6% | 12,329 | $3.0M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +3.4% | 12,443 | $3.0M |
| Davidson Kempner Capital Management LP | 0.06% | New | 12,256 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -2.7% | 12,252 | $3.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +0.3% | 12,189 | $3.0M |
| State Street Corp. | 0.00% | No change | 12,178 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.7% | 12,128 | $2.9M |
| Eventide Asset Management, LLC | 0.05% | Reduce -50.2% | 12,121 | $2.9M |
| Atlantic Union Bankshares Corp | 0.05% | Add +22.8% | 12,031 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -16.9% | 12,843 | $2.9M |
| AMJ Financial Wealth Management | 0.68% | Reduce -61.0% | 11,645 | $2.8M |
| Quantbot Technologies LP | 0.09% | Reduce -40.6% | 11,516 | $2.8M |
| First Merchants Corp. | 0.10% | Add +4.9% | 11,505 | $2.8M |
| Compound Planning, Inc. | 0.08% | Reduce -1.5% | 11,481 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -19.5% | 11,328 | $2.8M |
| Navellier & Associates Inc. | 0.31% | Reduce -2.7% | 11,270 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.6% | 11,260 | $2.7M |
| Ravenswood Partners LP | 0.90% | Add +2.9% | 11,158 | $2.7M |
| Independent Advisor Alliance | 0.07% | Add +8.4% | 11,154 | $2.7M |
| XTX Topco Ltd | 0.07% | Add +81.2% | 11,130 | $2.7M |
| Burkett Asset Management Ltd | 2.71% | — | 11,023 | $2.7M |
| Primecap Management Co. | 0.00% | New | 11,000 | $2.7M |
| Alaethes Wealth, LLC | 0.75% | Reduce -0.2% | 10,963 | $2.7M |
| Principal Securities, Inc. | 0.04% | Add +8.1% | 10,944 | $2.7M |
| Aaron Wealth Advisors LLC | 0.14% | Add +19.8% | 10,326 | $2.5M |
| Frank, Rimerman Advisors LLC | 0.16% | Add +132.5% | 10,213 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -21.1% | 10,036 | $2.4M |
| China Universal Asset Management Co., Ltd. | 0.19% | Add +16.3% | 10,000 | $2.4M |
| Weatherly Asset Management L. P. | 0.19% | Add +0.1% | 9,922 | $2.4M |
| Venturi Wealth Management, LLC | 0.11% | Add +10.5% | 9,888 | $2.4M |
| Evolve Private Wealth, LLC | 0.14% | — | 9,786 | $2.4M |
| Havemeyer Place LP | 0.47% | — | 9,714 | $2.4M |
| Qtron Investments LLC | 0.31% | Reduce -19.2% | 9,711 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +13.0% | 9,430 | $2.3M |
| Legacy Wealth Asset Management, LLC | 0.56% | Add +8.9% | 9,329 | $2.3M |
| Smartleaf Asset Management LLC | 0.09% | Add +5.6% | 9,253 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.7% | 9,164 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +2.7% | 9,162 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.0% | 9,097 | $2.2M |
| BTC Capital Management, Inc. | 0.15% | Add +30.6% | 9,033 | $2.2M |
| PCM Encore, LLC | 0.47% | — | 9,006 | $2.2M |
| Keybank National Association | 0.01% | Reduce -38.0% | 8,644 | $2.1M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -5.0% | 8,489 | $2.1M |
| Louisbourg Investments Inc. | 0.41% | Add +11.9% | 8,480 | $2.1M |
| William Blair Investment Management, LLC | 0.01% | Reduce -11.5% | 8,417 | $2.0M |
| Cunning Capital Partners, LP | 0.94% | No change | 8,407 | $2.0M |
| Regions Financial Corp. | 0.01% | Reduce -22.9% | 8,244 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +65.0% | 8,179 | $2.0M |
| Analyst IMS Investment Management Services Ltd. | 0.06% | No change | 8,150 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.9% | 8,080 | $2.0M |
| Fiduciary Alliance LLC | 0.13% | Add +36.1% | 8,050 | $2.0M |
| Little House Capital LLC | 0.49% | New | 8,033 | $2.0M |
| Natural Investments, LLC | 0.47% | Add +2.6% | 7,805 | $1.9M |
| Ellevest, Inc. | 0.26% | Reduce -7.8% | 7,791 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.1% | 7,677 | $1.9M |
| Banco de Sabadell, S.A | 1.21% | Reduce -0.6% | 7,657 | $1.9M |
| Arkadios Wealth Advisors | 0.04% | Reduce -3.5% | 7,610 | $1.8M |
| Marks Group Wealth Management, Inc | 0.18% | Reduce -14.8% | 7,575 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7,574 | $1.8M |
| SevenBridge Financial Group, LLC | 0.30% | Reduce -2.2% | 7,658 | $1.8M |
| Permanens Capital L.P. | 0.24% | New | 7,535 | $1.8M |
| Advisors Capital Management, LLC | 0.02% | Add +7.7% | 7,450 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Reduce -4.9% | 7,441 | $1.8M |
| Burney Co./ | 0.06% | Add +2.0% | 7,414 | $1.8M |
| Lester Murray Antman dba SimplyRich | 0.47% | No change | 7,375 | $1.8M |
| HighPoint Advisor Group LLC | 0.04% | Add +45.7% | 7,334 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +73.5% | 7,227 | $1.8M |
| Sterling Capital Management LLC | 0.03% | Reduce -23.3% | 7,177 | $1.7M |
| West Family Investments, Inc. | 0.41% | Add +9.4% | 7,126 | $1.7M |
| Gibbs Wealth Management | 0.42% | Reduce -20.3% | 6,946 | $1.7M |
| DMC Group, LLC | 1.13% | Add +7.8% | 6,945 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Add +384.6% | 6,930 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -32.1% | 6,915 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.9% | 6,812 | $1.7M |
| Madison Asset Management, LLC | 0.02% | Add +18.7% | 6,810 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 6,767 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +15.2% | 6,751 | $1.6M |
| Personal Cfo Solutions, LLC | 0.26% | Reduce -21.3% | 6,653 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +28.8% | 6,435 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -12.9% | 6,657 | $1.6M |
| Weaver Capital Management LLC | 0.33% | New | 6,349 | $1.5M |
| SALT Holding Corp. | 1.19% | New | 6,232 | $1.5M |
| Sterling Investment Management, LLC | 0.86% | New | 6,224 | $1.5M |
| Aigen Investment Management, LP | 0.35% | New | 6,212 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.3% | 6,176 | $1.5M |
| Palogic Value Management, L.P. | 0.64% | Add +1.8% | 6,119 | $1.5M |
| GC Wealth Management RIA, LLC | 0.05% | Add +12.1% | 6,111 | $1.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.15% | Reduce -1.7% | 6,029 | $1.5M |
| Syon Capital LLC | 0.07% | Add +11.7% | 6,024 | $1.5M |
| Checchi Capital Advisers, LLC | 0.10% | Reduce -5.9% | 6,000 | $1.5M |
| Stablepoint Partners, LLC | 0.23% | Add +1.4% | 5,980 | $1.5M |
| Connable Office Inc. | 0.13% | Reduce -2.9% | 5,924 | $1.4M |
| Abacus Wealth Partners, LLC | 0.14% | New | 5,886 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +2.1% | 5,870 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -8.3% | 5,845 | $1.4M |
| Covenant Partners, LLC | 0.41% | No change | 5,763 | $1.4M |
| Daiwa Securities Group Inc. | 0.00% | Add +13.1% | 5,743 | $1.4M |
| Sierra Legacy Group | 1.02% | No change | 5,718 | $1.4M |
| Greenleaf Trust | 0.01% | Add +12.7% | 5,569 | $1.4M |
| Asset Dedication, LLC | 0.09% | Reduce -1.6% | 5,489 | $1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +102.9% | 5,585 | $1.3M |
| Calamos Advisors LLC | 0.01% | Reduce -5.3% | 5,398 | $1.3M |
| GAMMA Investing LLC | 0.07% | Reduce -0.6% | 5,382 | $1.3M |
| Family Legacy Financial Solutions, LLC | 1.01% | No change | 5,762 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +12.0% | 5,361 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -75.6% | 5,330 | $1.3M |
| Confluence Investment Management LLC | 0.02% | Add +4.3% | 5,279 | $1.3M |
| Bank of Nova Scotia | 0.00% | Reduce -5.7% | 5,261 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.5% | 5,251 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +39.3% | 5,156 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Add +2.2% | 5,111 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 5,094 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.1% | 5,061 | $1.2M |
| Profund Advisors LLC | 0.04% | Add +9.2% | 5,037 | $1.2M |
| Sendero Wealth Management, LLC | 0.14% | Add +39.8% | 5,014 | $1.2M |
| Portside Wealth Group, LLC | 0.16% | Reduce -17.3% | 4,871 | $1.2M |
| Mitchell & Pahl Private Wealth, LLC | 0.49% | Reduce -1.5% | 4,845 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -11.4% | 4,826 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Add +5.3% | 4,761 | $1.2M |
| Gabelli Funds LLC | 0.01% | Add +0.4% | 4,740 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.5% | 4,738 | $1.2M |
| Abel Hall, LLC | 0.27% | Add +104.7% | 4,724 | $1.1M |
| Haverford Trust Co | 0.01% | Add +25.2% | 4,719 | $1.1M |
| Boston Trust Walden Corp | 0.01% | Reduce -25.8% | 4,695 | $1.1M |
| Intrust Bank NA | 0.09% | Reduce -5.7% | 4,672 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +289.0% | 4,633 | $1.1M |
| Fidelis Capital Partners, LLC | 0.08% | Add +23.7% | 4,573 | $1.1M |
| HRT Financial LP | 0.00% | Add +158.2% | 4,555 | $1.1M |
| Brucke Financial, Inc. | 0.60% | Reduce -2.4% | 4,546 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +41.2% | 4,448 | $1.1M |
| New Republic Capital, LLC | 0.28% | Add +175.2% | 4,324 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.3% | 4,316 | $1.0M |
| Basecamp Wealth Advisors LLC | 0.22% | — | 4,312 | $1.0M |
| Kathmere Capital Management, LLC | 0.07% | Add +7.0% | 4,300 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +4.7% | 4,297 | $1.0M |
| Harbour Investment Management LLC | 0.55% | Reduce -31.0% | 4,257 | $1.0M |
| PDS Planning, Inc | 0.07% | Reduce -9.2% | 4,242 | $1.0M |
| Bridgewater Advisors Inc. | 0.07% | Reduce -9.3% | 4,478 | $1.0M |
| Cwm, LLC | 0.00% | Add +4.6% | 4,129 | $1.0M |
| Arax Advisory Partners | 0.03% | Reduce -33.5% | 4,118 | $1.0M |
| Quantitative Investment Management, LLC | 0.10% | Add +113.1% | 4,107 | $997K |
| Fifth Third Bancorp | 0.00% | Reduce -74.3% | 4,044 | $982K |
| Sivia Capital Partners, LLC | 0.20% | Add +38.6% | 4,039 | $981K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +10.3% | 4,022 | $977K |
| Canandaigua National Bank & Trust Co. | 0.09% | Reduce -17.5% | 4,016 | $976K |
| Marathon Trading Investment Management LLC | 0.12% | New | 4,000 | $972K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 4,000 | $972K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -57.9% | 3,978 | $966K |
| Hilltop Holdings Inc. | 0.06% | Add +6.5% | 3,962 | $962K |
| Modera Wealth Management, LLC | 0.01% | Add +1.2% | 3,912 | $950K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.6% | 3,887 | $944K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,811 | $926K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -99.1% | 3,743 | $916K |
| SlateStone Wealth, LLC | 0.08% | Reduce -6.6% | 3,751 | $911K |
| Wealth Alliance, LLC | 0.09% | Reduce -5.3% | 3,747 | $910K |
| Blue Trust, Inc. | 0.01% | Reduce -13.6% | 3,734 | $907K |
| Northern Financial Advisors Inc | 1.04% | Reduce -30.9% | 3,732 | $907K |
| Fox Run Management, L.L.C. | 0.14% | New | 3,722 | $904K |
| Calydon Capital | 0.15% | Reduce -3.8% | 3,722 | $904K |
| SOL Capital Management CO | 0.08% | No change | 3,708 | $901K |
| Leith Wheeler Investment Counsel Ltd. | 0.07% | Add +307.8% | 3,670 | $891K |
| World Investment Advisors | 0.01% | Reduce -4.0% | 3,667 | $891K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -5.0% | 3,655 | $888K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.7% | 3,642 | $885K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -55.0% | 3,603 | $875K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -2.4% | 3,582 | $870K |
| Diversified Trust Co. | 0.02% | Add +39.9% | 3,568 | $867K |
| TCTC Holdings, LLC | 0.03% | New | 3,561 | $865K |
| Ascent Group, LLC | 0.03% | Reduce -6.2% | 3,548 | $862K |
| Natixis | 0.00% | Reduce -16.6% | 3,490 | $857K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.1% | 3,515 | $854K |
| EJMK Ventures LLC | 0.52% | — | 3,482 | $846K |
| Panagora Asset Management Inc. | 0.00% | New | 3,464 | $841K |
| Bearing Point Capital, LLC | 0.13% | New | 3,459 | $840K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +93.1% | 3,445 | $837K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -35.0% | 3,442 | $836K |
| Janus Henderson Group PLC | 0.00% | Add +1.9% | 3,430 | $833K |
| Alps Advisors Inc. | 0.00% | Add +1.9% | 3,429 | $833K |
| Lockheed Martin Investment Management Co. | 0.03% | No change | 3,420 | $831K |
| Sage Rhino Capital LLC | 0.16% | Reduce -1.5% | 3,403 | $827K |
| Howard Capital Management Group, LLC | 0.05% | No change | 3,375 | $820K |
| May Hill Capital, LLC | 0.22% | Reduce -1.4% | 3,357 | $815K |
| J.Safra Asset Management Corp | 0.04% | Add +94.6% | 3,340 | $811K |
| Tocqueville Asset Management L.P. | 0.01% | Add +22.6% | 3,309 | $804K |
| Clarius Group, LLC | 0.05% | Reduce -4.6% | 3,282 | $797K |
| Lansing Street Advisors | 0.20% | Add +70.5% | 3,268 | $794K |
| Pure Financial Advisors, LLC | 0.01% | Add +24.2% | 3,253 | $790K |
| FDx Advisors, Inc. | 0.40% | Add +10.2% | 3,253 | $790K |
| Rehmann Capital Advisory Group | 0.04% | Add +12.8% | 3,234 | $787K |
| YHB Investment Advisors, Inc. | 0.05% | Add +28.6% | 3,231 | $785K |
| LVW Advisors, LLC | 0.08% | Reduce -23.9% | 3,196 | $776K |
| Optas, LLC | 0.12% | Reduce -3.2% | 3,148 | $765K |
| Commerce Bank | 0.00% | Add +9.4% | 3,132 | $761K |
| Cordatus Wealth Management LLC | 0.17% | Reduce -3.9% | 3,111 | $756K |
| Quantum Portfolio Management LLC | 0.33% | No change | 3,108 | $755K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +20.0% | 3,104 | $754K |
| Denali Advisors LLC | 0.08% | Reduce -2.9% | 3,088 | $750K |
| Lanark Financial, Inc. | 0.06% | Add +34.9% | 3,080 | $748K |
| Wealthspire Advisors, LLC | 0.01% | Add +109.9% | 3,079 | $748K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.8% | 3,067 | $745K |
| Jump Financial, LLC | 0.01% | New | 3,053 | $742K |
| Mgo One Seven LLC | 0.02% | Add +21.0% | 3,045 | $740K |
| ForthRight Wealth Management, LLC | 0.21% | No change | 3,039 | $738K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -0.4% | 3,039 | $738K |
| Norden Group LLC | 0.07% | Reduce -22.3% | 3,031 | $736K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +20.9% | 2,998 | $728K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 2,963 | $720K |
| Walleye Trading LLC | 0.01% | Reduce -80.2% | 2,951 | $717K |
| Balentine LLC | 0.03% | Add +241.4% | 2,950 | $717K |
| BKM Wealth Management, LLC | 0.26% | Add +22.8% | 2,947 | $716K |
| Northwest & Ethical Investments L.P. | 0.02% | No change | 2,894 | $703K |
| Henshaw Capital LLC | 0.03% | No change | 2,888 | $702K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -27.2% | 2,842 | $690K |
| Roman Butler Fullerton & Co. | 0.18% | No change | 3,050 | $690K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -8.9% | 2,822 | $685K |
| Gryphon Financial Partners LLC | 0.07% | Add +38.8% | 2,804 | $681K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -23.1% | 2,775 | $674K |
| Trust Point Inc. | 0.05% | Add +35.6% | 2,773 | $674K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Add +15.0% | 2,755 | $669K |
| Circle Wealth Management, LLC | 0.01% | Add +39.5% | 2,754 | $669K |
| Allworth Financial LP | 0.00% | Add +11.2% | 2,718 | $660K |
| Sovran Advisors, LLC | 0.06% | Add +6.4% | 2,794 | $659K |
| Versant Capital Management, Inc | 0.08% | Reduce -28.1% | 2,700 | $656K |
| Argent Trust Co | 0.02% | Add +4.2% | 2,692 | $654K |
| Vontobel Holding Ltd. | 0.00% | Add +1.1% | 2,660 | $646K |
| Avestar Capital, LLC | 0.04% | Reduce -1.7% | 2,621 | $637K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -30.3% | 2,614 | $635K |
| Guggenheim Capital LLC | 0.00% | New | 2,608 | $634K |
| Stephens Inc. | 0.01% | Add +14.9% | 2,600 | $631K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.6% | 2,586 | $628K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -37.5% | 2,563 | $623K |
| Sowell Financial Services LLC | 0.02% | Reduce -10.2% | 2,540 | $617K |
| Cetera Trust Company, N.A | 0.33% | Add +1.0% | 2,520 | $612K |
| Keel Point, LLC | 0.04% | Reduce -18.7% | 2,477 | $602K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.9% | 2,442 | $593K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -11.4% | 2,431 | $591K |
| Bahl & Gaynor LLC | 0.00% | No change | 2,431 | $591K |
| Future Fund LLC | 0.19% | Reduce -12.2% | 2,416 | $587K |
| Virtu Financial LLC | 0.02% | New | 2,404 | $584K |
| Fiera Capital Corp | 0.00% | New | 2,394 | $582K |
| Birch Financial Group, LLC | 0.33% | Add +2.9% | 2,383 | $579K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -93.9% | 2,381 | $578K |
| Wedmont Private Capital | 0.02% | Add +16.3% | 2,366 | $576K |
| Krilogy Financial LLC | 0.02% | New | 2,400 | $576K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -58.1% | 2,362 | $574K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 2,359 | $573K |
| Angeles Wealth Management, LLC | 0.03% | Add +10.1% | 2,350 | $571K |
| Vest Financial, LLC | 0.01% | Add +78.6% | 2,349 | $571K |
| Boreal Capital Management LLC | 0.52% | No change | 2,343 | $569K |
| Drive Wealth Management, LLC | 0.11% | Add +7.9% | 2,288 | $556K |
| Pine Haven Investment Counsel, Inc | 0.39% | No change | 2,285 | $555K |
| PFG Investments, LLC | 0.03% | Add +0.5% | 2,243 | $545K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +6.7% | 2,237 | $543K |
| Sagewood Asset Management LP | 0.19% | — | 2,175 | $528K |
| Indivisible Partners | 0.06% | — | 2,173 | $528K |
| Earnest Partners LLC | 0.00% | Add +5.0% | 2,172 | $528K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.3% | 2,145 | $521K |
| Anchyra Partners LLC | 0.16% | — | 2,140 | $520K |
| Gateway Investment Advisers LLC | 0.00% | Add +60.2% | 2,132 | $518K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 2,129 | $517K |
| Resonant Capital Advisors, LLC | 0.03% | Add +4.7% | 2,122 | $515K |
| Park National Corp. | 0.02% | Add +4.0% | 2,103 | $511K |
| Barometer Capital Management Inc. | 0.12% | Add +8462.8% | 184,100 | $510K |
| Mather Group, Llc. | 0.01% | Add +1.8% | 2,096 | $509K |
| Traveka Wealth, LLC | 0.21% | Reduce -2.1% | 2,083 | $506K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +37.9% | 2,166 | $506K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.0% | 2,477 | $504K |
| LCM Capital Management Inc | 0.24% | Reduce -0.3% | 2,052 | $498K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.6% | 2,045 | $497K |
| Xponance LLC | 0.00% | Add +11.8% | 2,030 | $493K |
| Frec Markets, Inc. | 0.14% | — | 2,018 | $490K |
| Crestwood Advisors Group, LLC | 0.01% | Add +19.5% | 2,016 | $490K |
| SIH Partners, LLLP | 0.03% | New | 2,008 | $488K |
| Choate Investment Advisors | 0.01% | Add +6.6% | 2,003 | $487K |
| Veratis Advisors, Inc. | 0.38% | — | 2,418 | $485K |
| Group One Trading LLC | 0.01% | Reduce -33.3% | 1,966 | $478K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -6.6% | 1,965 | $477K |
| Tectonic Advisors LLC | 0.03% | Reduce -1.9% | 1,960 | $476K |
| Savant Capital, LLC | 0.00% | Reduce -24.3% | 1,959 | $476K |
| Stokes Family Office, LLC | 0.04% | New | 1,935 | $470K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +7.1% | 1,924 | $467K |
| Cromwell Holdings LLC | 0.25% | No change | 1,923 | $467K |
| Composition Wealth, LLC | 0.01% | Add +2.6% | 1,920 | $466K |
| King Luther Capital Management Corp. | 0.00% | Add +3.4% | 1,899 | $461K |
| Ascentis Independent Advisors | 0.07% | Add +2.6% | 1,897 | $461K |
| Gallacher Capital Management LLC | 0.18% | Reduce -21.1% | 1,887 | $458K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.8% | 1,880 | $457K |
| Davis R M Inc. | 0.01% | Add +1.0% | 1,878 | $456K |
| Waverly Advisors, LLC | 0.00% | New | 1,871 | $454K |
| Miller Global Investments, LLC | 0.41% | — | 1,859 | $452K |
| IHT Wealth Management, LLC | 0.01% | Add +1.7% | 1,849 | $449K |
| Seeds Investor LLC | 0.09% | Reduce -6.0% | 1,844 | $448K |
| KBC Group NV | 0.00% | No change | 1,821 | $442K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +9.3% | 1,794 | $436K |
| DAVENPORT & Co LLC | 0.00% | Reduce -85.7% | 1,794 | $436K |
| PUREfi Wealth, LLC | 0.33% | Add +24.6% | 1,784 | $433K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -4.0% | 1,782 | $433K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,781 | $433K |
| Sage Mountain Advisors LLC | 0.02% | Add +2.3% | 1,774 | $431K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.9% | 1,751 | $425K |
| GQG Partners LLC | 0.00% | Reduce -3.1% | 1,750 | $425K |
| Thryve Wealth Management LLC | 0.21% | — | 1,746 | $424K |
| Mma Asset Management LLC | 0.15% | No change | 1,732 | $421K |
| Canopy Partners, LLC | 0.14% | Reduce -1.0% | 1,729 | $420K |
| Fiduciary Trust Co | 0.00% | Reduce -0.4% | 1,729 | $420K |
| Five Oceans Advisors | 0.15% | No change | 1,726 | $419K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -26.4% | 1,716 | $417K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 1,708 | $415K |
| Greenspring Advisors, LLC | 0.03% | New | 1,703 | $414K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -29.4% | 1,394 | $412K |
| High Note Wealth, LLC | 0.08% | No change | 1,687 | $410K |
| Roehl & Yi Investment Advisors, LLC | 0.16% | Add +1.0% | 1,679 | $408K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | Reduce -34.9% | 1,670 | $406K |
| Gotham Asset Management | 0.00% | Add +90.0% | 1,661 | $403K |
| Corient IA LP | 0.38% | Reduce -33.6% | 1,660 | $403K |
| Journey Advisory Group, LLC | 0.03% | Reduce -51.4% | 1,645 | $400K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -29.3% | 1,645 | $400K |
| Baron Wealth Management LLC | 0.12% | Reduce -4.6% | 1,643 | $399K |
| Warther Private Wealth, LLC | 0.10% | No change | 1,642 | $399K |
| Addison Advisors LLC | 0.09% | Reduce -0.4% | 1,634 | $397K |
| AlTi Global, Inc. | 0.01% | Add +21.3% | 1,632 | $396K |
| Voya Investment Management LLC | 0.00% | Reduce -98.6% | 1,631 | $396K |
| IFP Advisors, Inc | 0.01% | Add +16.9% | 1,630 | $396K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.2% | 1,630 | $396K |
| American Trust Investment Advisors, LLC | 0.21% | No change | 1,620 | $394K |
| Mengis Capital Management, Inc. | 0.07% | Reduce -9.8% | 1,620 | $394K |
| Diversified Enterprises, LLC | 0.02% | Add +44.1% | 1,608 | $391K |
| Texas Yale Capital Corp. | 0.01% | Add +17.6% | 1,601 | $389K |
| Bond & Devick Financial Network, Inc. | 0.11% | Add +32.2% | 1,600 | $389K |
| Bayesian Capital Management, LP | 0.88% | New | 1,578 | $383K |
| Two Sigma Securities, LLC | 0.05% | New | 1,577 | $383K |
| HSBC Holdings PLC | 0.00% | Reduce -20.6% | 1,571 | $382K |
| Values First Advisors, Inc. | 0.20% | New | 1,566 | $380K |
| a16z Perennial Management, L.P. | 0.03% | Add +36.3% | 1,544 | $375K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 1,527 | $374K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.5% | 1,527 | $371K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +8.3% | 1,525 | $370K |
| Sunpointe, LLC | 0.12% | Reduce -6.0% | 1,507 | $366K |
| Merrion Investment Management Co, LLC | 0.20% | Reduce -7.4% | 1,500 | $364K |
| R Squared Ltd | 0.17% | Reduce -39.1% | 1,497 | $364K |
| Harvest Portfolios Group Inc. | 0.01% | Add +3.0% | 1,493 | $363K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -28.6% | 1,469 | $357K |
| Brookstone Capital Management | 0.00% | Add +23.2% | 1,459 | $354K |
| Malaga Cove Capital, LLC | 0.12% | New | 1,458 | $354K |
| Granite Group Advisors, LLC | 0.20% | No change | 1,433 | $348K |
| Apella Capital, LLC | 0.01% | Reduce -5.7% | 1,433 | $348K |
| Seven Mile Advisory | 0.06% | Reduce -34.6% | 1,432 | $348K |
| Strategic Global Advisors, LLC | 0.05% | Reduce -38.6% | 1,428 | $347K |
| Huntington National Bank | 0.00% | Reduce -1.8% | 1,423 | $346K |
| Marietta Investment Partners LLC | 0.07% | Reduce -93.9% | 1,416 | $344K |
| Certior Financial Group, LLC | 0.23% | Add +11.2% | 1,415 | $344K |
| Wealthstar Advisors, LLC | 0.19% | Reduce -13.1% | 1,414 | $343K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.0% | 1,414 | $343K |
| Private Trust Co. NA | 0.03% | Add +2.6% | 1,401 | $340K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -9.0% | 1,401 | $340K |
| Banco BTG Pactual S.A. | 0.06% | No change | 1,400 | $340K |
| DGS Capital Management, LLC | 0.06% | Reduce -24.4% | 1,399 | $340K |
| Athena Wealth Management, LLC | 0.33% | — | 1,393 | $338K |
| Flputnam Investment Management Co. | 0.00% | Add +6.3% | 1,387 | $337K |
| S.A. Mason LLC | 0.13% | Reduce -22.0% | 1,384 | $336K |
| Certuity, LLC | 0.02% | Reduce -18.1% | 1,378 | $335K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -4.6% | 1,365 | $332K |
| Channing Global Advisors, LLC | 0.21% | Add +21.5% | 1,361 | $331K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -0.2% | 1,349 | $328K |
| Moody National Bank Trust Division | 0.03% | Add +41.0% | 1,342 | $326K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -4.3% | 1,341 | $326K |
| First Citizens Bank & Trust Co. | 0.01% | Add +50.1% | 1,324 | $322K |
| D'Orazio & Associates, Inc. | 0.04% | Reduce -1.7% | 1,322 | $321K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,318 | $320K |
| True North Advisors, LLC | 0.04% | New | 1,308 | $318K |
| OneAscent Family Office, LLC | 0.21% | New | 1,289 | $313K |
| Enterprise Financial Services Corp | 0.16% | Add +1.5% | 1,287 | $313K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.4% | 1,282 | $312K |
| Arwa LLC | 0.18% | — | 1,264 | $307K |
| South Shore Capital Advisors | 0.22% | — | 1,254 | $305K |
| Ingalls & Snyder LLC | 0.01% | No change | 1,249 | $303K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 1,247 | $303K |
| Tiaa Trust, National Association | 0.00% | Reduce -23.6% | 1,232 | $299K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -0.2% | 1,231 | $299K |
| Empower Advisory Group, LLC | 0.00% | Add +11.9% | 1,231 | $299K |
| Aspen Grove Capital, LLC | 0.05% | Reduce -18.8% | 1,226 | $298K |
| Foster Group, Inc. | 0.01% | Reduce -17.1% | 1,226 | $298K |
| Summit Financial, LLC | 0.00% | Add +2.5% | 1,224 | $297K |
| 180 Wealth Advisors, LLC | 0.03% | Add +17.8% | 1,223 | $297K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -0.2% | 1,220 | $296K |
| Riversedge Advisors, LLC | 0.05% | Reduce -14.8% | 1,219 | $296K |
| Cordgrass Capital Advisors, LLC | 0.07% | Reduce -0.9% | 1,206 | $293K |
| MQS Management LLC | 0.17% | New | 1,205 | $293K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -0.1% | 1,205 | $293K |
| Ewa, LLC | 0.07% | Add +7.1% | 1,203 | $292K |
| Palladiem, LLC | 0.27% | — | 1,181 | $289K |
| BSW Wealth Partners | 0.03% | Reduce -7.1% | 1,178 | $286K |
| American Trust | 0.02% | Add +21.8% | 1,174 | $285K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.5% | 1,167 | $283K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.3% | 1,160 | $282K |
| CENTRAL TRUST Co | 0.01% | Add +10.0% | 1,148 | $279K |
| Sepio Capital, LP | 0.02% | New | 1,140 | $277K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.7% | 1,138 | $276K |
| Private Advisory Group LLC | 0.02% | Add +0.4% | 1,132 | $275K |
| Voya Financial Advisors, Inc. | 0.03% | New | 1,115 | $274K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.3% | 1,262 | $271K |
| TritonPoint Partners, LLC | 0.14% | — | 1,115 | $271K |
| Savvy Advisors, Inc. | 0.01% | Add +41.1% | 1,112 | $270K |
| SVB Wealth LLC | 0.02% | Reduce -8.0% | 1,110 | $270K |
| SYM FINANCIAL Corp | 0.03% | Reduce -17.9% | 1,103 | $268K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -15.4% | 1,095 | $266K |
| Hardy Reed LLC | 0.02% | Reduce -24.2% | 1,087 | $264K |
| Lyell Wealth Management, LP | 0.02% | New | 1,087 | $264K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.0% | 1,087 | $264K |
| Argos Wealth Advisors, LLC | 0.07% | — | 1,085 | $264K |
| Capital Analysts, LLC | 0.01% | Reduce -4.9% | 1,084 | $263K |
| Old National Bancorp | 0.00% | Add +14.3% | 1,079 | $262K |
| Syverson Strege & Co | 0.06% | Reduce -10.9% | 1,067 | $259K |
| BBR Partners, LLC | 0.01% | Reduce -50.2% | 1,063 | $258K |
| Mutual Advisors, LLC | 0.01% | Add +11.5% | 1,063 | $258K |
| Braun-Bostich & Associates Inc. | 0.16% | Add +0.8% | 1,060 | $257K |
| FLC Capital Advisors | 0.05% | No change | 1,059 | $257K |
| Integrated Investment Consultants, LLC | 0.05% | New | 1,052 | $256K |
| Centennial Bank | 0.10% | No change | 1,050 | $255K |
| Cura Wealth Advisors, LLC | 0.10% | Reduce -1.6% | 1,050 | $255K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Add +3.5% | 1,050 | $255K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +90.3% | 1,045 | $254K |
| Simon Quick Advisors, LLC | 0.01% | Add +21.6% | 1,040 | $253K |
| HUB Investment Partners, LLC | 0.01% | Add +3.3% | 1,036 | $252K |
| Impact Capital Partners LLC | 0.07% | Reduce -14.0% | 1,028 | $250K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.3% | 1,026 | $249K |
| Wrapmanager Inc. | 0.08% | Reduce -22.6% | 1,025 | $249K |
| Entelevest, LLC | 0.26% | — | 1,023 | $248K |
| Spirepoint Private Client, LLC | 0.02% | New | 1,015 | $247K |
| Baird Financial Group, Inc. | 0.00% | Add +27.0% | 1,011 | $246K |
| First Horizon Corp. | 0.01% | Reduce -8.5% | 1,009 | $245K |
| AA Financial Advisors, LLC | 0.05% | Add +2.5% | 1,004 | $244K |
| CI Investments Inc. | 0.00% | Reduce -16.6% | 1,002 | $243K |
| Earned Wealth Advisors, LLC | 0.02% | Add +23.9% | 1,000 | $243K |
| 44 Wealth Management LLC | 0.08% | New | 999 | $243K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.4% | 999 | $243K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | Reduce -6.7% | 996 | $242K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.5% | 995 | $242K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -20.0% | 994 | $241K |
| Busey Bank | 0.01% | New | 988 | $240K |
| Leonteq Securities AG | 0.01% | Reduce -0.4% | 963 | $234K |
| Red Door Wealth Management, LLC | 0.02% | New | 959 | $233K |
| Evoke Wealth, LLC | 0.00% | Add +5.4% | 950 | $231K |
| Alliance Wealth Advisors, LLC | 0.05% | Reduce -61.9% | 935 | $227K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -69.9% | 935 | $227K |
| Klingman & Associates, LLC | 0.01% | Reduce -10.7% | 929 | $226K |
| Community Financial Services Group, LLC | 0.04% | No change | 925 | $225K |
| Schrum Private Wealth Management LLC | 0.17% | No change | 925 | $225K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -3.5% | 922 | $224K |
| Trek Financial, LLC | 0.01% | New | 919 | $223K |
| Rathbones Group PLC | 0.00% | No change | 919 | $223K |
| Carnegie Investment Counsel | 0.00% | No change | 917 | $223K |
| Avity Investment Management Inc. | 0.02% | Reduce -4.7% | 910 | $221K |
| Breakwater Capital Group | 0.03% | No change | 907 | $220K |
| Nicolet Advisory Services, LLC | 0.01% | Add +1.7% | 880 | $219K |
| American Institute for Advanced Investment Management, LLP | 0.14% | No change | 900 | $219K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 895 | $217K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.3% | 894 | $217K |
| Baker Avenue Asset Management, LP | 0.01% | Add +7.1% | 888 | $216K |
| King Wealth Management Group | 0.03% | New | 886 | $215K |
| Interchange Capital Partners, LLC | 0.04% | Add +15.1% | 885 | $215K |
| Moors & Cabot, Inc. | 0.01% | New | 880 | $214K |
| Euro Pacific Asset Management, LLC | 0.02% | Add +5.7% | 870 | $213K |
| Waterway Wealth Management, LLC | 0.05% | Add +4.2% | 865 | $210K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -35.2% | 863 | $210K |
| Third View Private Wealth, LLC | 0.03% | — | 856 | $208K |
| SCS Capital Management LLC | 0.00% | New | 851 | $207K |
| OneAscent Financial Services LLC | 0.02% | New | 849 | $206K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -39.9% | 845 | $205K |
| Altar Rock LLC | 0.25% | — | 844 | $205K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +1.1% | 840 | $204K |
| Toronto Dominion Bank | 0.00% | Reduce -61.1% | 779 | $189K |
| Brentview Investment Management LLC | 0.08% | No change | 755 | $183K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 750 | $182K |
| Spire Wealth Management | 0.01% | Add +6.2% | 740 | $180K |
| CX Institutional | 0.01% | Reduce -63.0% | 726 | $176K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -14.6% | 673 | $163K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -2.9% | 667 | $162K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -3.3% | 651 | $158K |
| 180 GPS Investments IC Ltd | 0.12% | Reduce -94.0% | 621 | $151K |
| Grove Bank & Trust | 0.02% | Add +3.5% | 613 | $149K |
| Hillsdale Investment Management Inc. | 0.00% | New | 585 | $142K |
| Parkside Financial Bank & Trust | 0.01% | Add +13.7% | 582 | $141K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -24.1% | 580 | $141K |
| SageView Advisory Group, LLC | 0.00% | New | 567 | $138K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +129.1% | 552 | $135K |
| Horizon Investments, LLC | 0.00% | Reduce -95.9% | 547 | $133K |
| Root Financial Partners, LLC | 0.01% | Add +26.4% | 541 | $131K |
| UMB Bank, n.a. | 0.00% | Reduce -39.7% | 511 | $124K |
| Cary Street Partners Financial LLC | 0.00% | Add +2.5% | 499 | $121K |
| Westside Investment Management, Inc. | 0.02% | No change | 502 | $119K |
| Independence Bank of Kentucky | 0.01% | Add +8.7% | 489 | $119K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +5.0% | 488 | $119K |
| Fortitude Family Office, LLC | 0.03% | No change | 477 | $116K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +1.9% | 476 | $116K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.9% | 466 | $113K |
| Atlas Capital Advisors Inc. | 0.01% | — | 463 | $112K |
| North Star Investment Management Corp. | 0.01% | Add +8.8% | 457 | $111K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 450 | $109K |
| Wealth Preservation Advisors, LLC | 0.05% | Reduce -0.2% | 445 | $108K |
| Elyxium Wealth, LLC | 0.03% | New | 431 | $105K |
| Eastern Bank | 0.00% | Reduce -13.6% | 419 | $102K |
| Rothschild Investment LLC | 0.01% | Reduce -29.4% | 418 | $102K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -23.6% | 415 | $101K |
| Centaurus Financial, Inc. | 0.00% | New | 415 | $101K |
| FIL Ltd | 0.00% | Add +1.8% | 390 | $95K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.2% | 393 | $94K |
| Clearstead Trust, LLC | 0.01% | Reduce -14.8% | 387 | $94K |
| Syntax Research, Inc. | 0.06% | No change | 370 | $90K |
| Smithfield Trust Co | 0.00% | Reduce -33.9% | 372 | $88K |
| Rakuten Securities, Inc. | 0.03% | Add +384.3% | 339 | $82K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 333 | $81K |
| WPG Advisers, LLC | 0.06% | Reduce -1.5% | 330 | $80K |
| Larson Financial Group LLC | 0.00% | Add +6.8% | 329 | $80K |
| State of Wyoming | 0.01% | Reduce -8.4% | 326 | $79K |
| Bayforest Capital Ltd | 0.06% | Reduce -26.8% | 319 | $77K |
| HM Payson & Co. | 0.00% | Reduce -75.4% | 308 | $75K |
| Anchor Investment Management, LLC | 0.01% | No change | 274 | $67K |
| Bogart Wealth, LLC | 0.00% | No change | 271 | $66K |
| Cornerstone Planning Group LLC | 0.01% | Add +1050.0% | 276 | $65K |
| Harbor Investment Advisory, LLC | 0.00% | Add +8.2% | 264 | $64K |
| TD Private Client Wealth LLC | 0.00% | Reduce -87.1% | 259 | $63K |
| Colonial Trust Co / SC | 0.01% | Add +194.2% | 253 | $62K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +101.6% | 250 | $61K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 241 | $59K |
| Maseco LLP | 0.00% | New | 240 | $58K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 231 | $56K |
| Key Financial Inc | 0.01% | No change | 229 | $56K |
| Ancora Advisors LLC | 0.00% | Add +895.6% | 229 | $56K |
| YANKCOM Partnership | 0.02% | New | 228 | $55K |
| Whipplewood Advisors, LLC | 0.03% | Add +6.9% | 216 | $52K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 208 | $51K |
| Greenline Wealth Management LLC | 0.05% | — | 208 | $50K |
| Toth Financial Advisory Corp. | 0.01% | Add +3.5% | 207 | $50K |
| DV Trading LLC | 0.00% | — | 205 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Add +405.4% | 187 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 200 | $49K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $49K |
| LRI Investments, LLC | 0.00% | Add +7.2% | 194 | $47K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 194 | $47K |
| SHP Wealth Management | 0.00% | — | 194 | $47K |
| MidFirst Bank | 0.00% | — | 188 | $46K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +12.8% | 185 | $45K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -8.5% | 182 | $44K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 180 | $44K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.5% | 179 | $43K |
| American National Bank & Trust | 0.00% | Add +641.7% | 178 | $43K |
| CoreCap Advisors, LLC | 0.00% | Add +2.9% | 175 | $43K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 170 | $41K |
| Dagco, Inc. | 0.01% | No change | 168 | $41K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 152 | $37K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -3.8% | 152 | $37K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 149 | $36K |
| GW&K Investment Management, LLC | 0.00% | No change | 148 | $36K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -35.6% | 148 | $36K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +758.8% | 146 | $35K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | No change | 143 | $35K |
| GoalVest Advisory LLC | 0.01% | New | 143 | $35K |
| Kozak & Associates, Inc. | 0.01% | No change | 140 | $35K |
| Bell Investment Advisors, Inc | 0.01% | Add +222.7% | 142 | $34K |
| Wellington Grp LLC | 0.01% | — | 140 | $34K |
| Wellington-Altus USA Inc. | 0.02% | — | 135 | $33K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 135 | $33K |
| Hilltop National Bank | 0.01% | Reduce -10.6% | 135 | $33K |
| Founders Capital Management | 0.02% | No change | 131 | $32K |
| Highline Wealth Partners LLC | 0.01% | Reduce -13.8% | 131 | $32K |
| Creative Financial Designs Inc. | 0.00% | Add +3.3% | 127 | $31K |
| Albion Financial Group | 0.00% | No change | 127 | $31K |
| Financial Perspectives, Inc | 0.01% | No change | 125 | $30K |
| Princeton Global Asset Management LLC | 0.00% | No change | 125 | $30K |
| Motco | 0.00% | No change | 125 | $30K |
| Community Bank, N.A. | 0.00% | No change | 121 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 121 | $29K |
| CVA Family Office, LLC | 0.00% | No change | 118 | $29K |
| Adirondack Trust Co. | 0.01% | No change | 118 | $29K |
| Bayban | 0.02% | — | 116 | $28K |
| Zions Bancorporation, National Association | 0.00% | No change | 116 | $28K |
| Robinswood Financial LLC | 0.01% | No change | 116 | $28K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 110 | $27K |
| Ninety One UK Ltd | 0.00% | No change | 107 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +109.4% | 111 | $26K |
| Copia Wealth Management | 0.02% | No change | 106 | $26K |
| Lavaca Capital LLC | 0.00% | No change | 100 | $24K |
| Rossby Financial, LCC | 0.01% | Add +20.7% | 99 | $24K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 100 | $24K |
| True Wealth Design, LLC | 0.01% | Reduce -25.2% | 98 | $24K |
| Center for Financial Planning, Inc. | 0.00% | No change | 98 | $24K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 96 | $23K |
| TD Capital Management LLC | 0.00% | Add +8.0% | 95 | $23K |
| Winch Advisory Services, LLC | 0.00% | No change | 91 | $22K |
| SJS Investment Consulting Inc. | 0.00% | New | 88 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 87 | $21K |
| TFC Financial Management, Inc. | 0.00% | New | 87 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 85 | $21K |
| WealthCollab, LLC | 0.01% | No change | 83 | $20K |
| Perkins Coie Trust Co | 0.00% | Reduce -60.0% | 80 | $19K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 76 | $18K |
| IMG Wealth Management, Inc. | 0.01% | No change | 75 | $18K |
| Signature Equity Partners, LLC | 0.01% | — | 74 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Add +50.0% | 72 | $17K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -72.0% | 69 | $17K |
| Dogwood Wealth Management LLC | 0.01% | Add +3.0% | 69 | $17K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 69 | $17K |
| Eukles Asset Management | 0.01% | No change | 69 | $17K |
| Financial Consulate, Inc. | 0.00% | Add +130.0% | 69 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -24.1% | 66 | $16K |
| United Financial Planning Group LLC | 0.01% | New | 66 | $16K |
| Tucker Asset Management LLC | 0.00% | New | 62 | $15K |
| Cornerstone Financial Management LLC | 0.01% | — | 61 | $15K |
| Triumph Capital Management | 0.00% | New | 61 | $15K |
| Montag A & Associates Inc. | 0.00% | Reduce -73.0% | 60 | $15K |
| City Holding Co. | 0.00% | No change | 60 | $15K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.6% | 60 | $14K |
| Byrne Asset Management LLC | 0.01% | No change | 58 | $14K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 57 | $14K |
| Investors Research Corp | 0.00% | No change | 55 | $13K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 53 | $13K |
| Abound Wealth Management | 0.00% | Add +537.5% | 51 | $12K |
| MCF Advisors LLC | 0.00% | New | 50 | $12K |
| Westend Capital Management, LLC | 0.00% | No change | 48 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 48 | $12K |
| Archer Investment Corp | 0.00% | No change | 46 | $11K |
| Nemes Rush Group LLC | 0.00% | New | 45 | $11K |
| Alerus Financial NA | 0.00% | No change | 45 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -20.8% | 42 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -57.7% | 41 | $10K |
| MV Capital Management, Inc. | 0.00% | Add +36.7% | 41 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -59.8% | 41 | $10K |
| Kilter Group LLC | 0.00% | Add +471.4% | 40 | $10K |
| Front Row Advisors LLC | 0.00% | Add +166.7% | 40 | $10K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 38 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 37 | $9K |
| IMA Advisory Services, Inc. | 0.00% | New | 36 | $9K |
| Basepoint Wealth LLC | 0.01% | New | 35 | $9K |
| Bangor Savings Bank | 0.00% | New | 34 | $8K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -91.5% | 34 | $8K |
| Trust Co. of Vermont | 0.00% | No change | 33 | $8K |
| Covestor Ltd | 0.00% | Reduce -15.8% | 32 | $8K |
| Stephens Consulting, LLC | 0.00% | New | 30 | $7K |
| Quaker Wealth Management, LLC | 0.00% | New | 30 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 30 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $7K |
| Bullock Wealth Management Group | 0.00% | — | 28 | $7K |
| Navalign, LLC | 0.00% | New | 28 | $7K |
| Estabrook Capital Management | 0.00% | No change | 27 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 27 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 26 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 26 | $6K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 25 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 25 | $6K |
| Manchester Capital Management LLC | 0.00% | Add +8.7% | 25 | $6K |
| JNBA Financial Advisors | 0.00% | New | 25 | $6K |
| Operose Advisors LLC | 0.00% | No change | 24 | $6K |
| SouthState Bank Corp | 0.00% | No change | 24 | $6K |
| Nova Wealth Management, Inc. | 0.00% | No change | 23 | $6K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 23 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | New | 22 | $5K |
| Pandora Wealth, Inc. | 0.00% | No change | 20 | $5K |
| HighMark Wealth Management LLC | 0.00% | No change | 20 | $5K |
| Crewe Advisors LLC | 0.00% | Add +90.0% | 19 | $5K |
| Wealth Watch Advisors, INC | 0.00% | No change | 19 | $5K |
| Family CFO Inc | 0.00% | New | 18 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 18 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 17 | $4K |
| Country Trust Bank | 0.00% | No change | 17 | $4K |
| Coston, McIsaac & Partners | 0.00% | New | 20 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 16 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 15 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 13 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 13 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 13 | $3K |
| NFSG Corp | 0.00% | New | 13 | $3K |
| Navigoe, LLC | 0.00% | No change | 13 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 11 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $3K |
| American Capital Advisory, LLC | 0.00% | Reduce -14.3% | 12 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 12 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 12 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -50.0% | 11 | $3K |
| Caldwell Trust Co | 0.00% | Reduce -93.8% | 11 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -81.1% | 10 | $2K |
| Ares Financial Consulting, LLC | 0.00% | — | 10 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 10 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 10 | $2K |
| Advocate Investing Services LLC | 0.00% | — | 9 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 8 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -90.2% | 6 | $1K |
| ORG Partners LLC | 0.00% | New | 6 | $1K |
| Trust Co | 0.00% | New | 5 | $1K |
| Merited Wealth, LLC | 0.00% | — | 4 | $972 |
| Bravera Wealth | 0.00% | — | 3 | $729 |
| Richardson Financial Services Inc. | 0.00% | New | 4 | $530 |
| Caitlin John, LLC | 0.00% | No change | 2 | $525 |
| Networth Advisors, LLC | 0.00% | — | 2 | $486 |
| West Branch Capital LLC | 0.00% | No change | 1 | $251 |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -99.2% | 1 | $0 |
"% of holder's portfolio" is SAP's weight in each manager's 13F, not the share of Sap SE-Sponsored ADR the manager owns.