Sap SE-Sponsored ADRSAP
13F holders, Q2 2026 (June 30)817holders −29
95new positions
121sold out
8famous investors
$154.20avg. 13F price*
At the end of Q2 2026, 817 institutions reported holding Sap SE-Sponsored ADR (SAP) in their 13F filings, down 29 from Q1 2026. 95 opened new positions and 121 sold out. The largest holders were Fisher Asset Management ($2.3B), Eagle Capital Management LLC ($1.3B) and Goldman Sachs Group Inc. ($928.2M). 8 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Sap SE-Sponsored ADR
- CUSIP
- 803054204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $316.9M |
| Exits | 121 | $658.2M |
All 13F filers, Q1 2026 → Q2 2026: 16,346,806 shares bought and 19,096,234 shares sold, net −2,749,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 817 holders
| Fisher Asset Management | 0.69% | Add +2.7% | 14,931,460 | $2.3B |
| Eagle Capital Management LLC | 4.07% | Add +10.1% | 8,640,615 | $1.3B |
| Goldman Sachs Group Inc. | 0.10% | Add +82.5% | 6,023,085 | $928.2M |
| Capital International Investors | 0.18% | Add +13.4% | 5,681,413 | $876.6M |
| Morgan Stanley | 0.04% | Add +51.4% | 5,476,111 | $843.9M |
| Windacre Partnership LLC | 6.70% | Add +59.3% | 4,399,300 | $678.0M |
| Hotchkis & Wiley Capital Management LLC | 1.13% | Add +878.1% | 2,508,905 | $386.6M |
| Bank of America Corp. | 0.02% | Add +18.5% | 2,391,150 | $368.5M |
| FMR LLC | 0.01% | Reduce -69.7% | 1,991,923 | $307.0M |
| D. E. Shaw & Co. | 0.15% | Reduce -65.9% | 1,450,152 | $223.5M |
| BlackRock, Inc. | 0.00% | Add +8.4% | 1,249,520 | $192.6M |
| Ruane, Cunniff & Goldfarb L.P. | 2.96% | Add +64.9% | 1,236,546 | $190.6M |
| Tidal Investments LLC | 0.45% | Add +18.5% | 1,214,315 | $187.1M |
| Northern Trust Corp. | 0.02% | Reduce -19.8% | 1,146,783 | $176.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.17% | Add +2.5% | 917,375 | $141.4M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -6.4% | 823,529 | $126.9M |
| Wells Fargo & Company | 0.02% | Add +10.7% | 791,300 | $121.9M |
| Royal Bank of Canada | 0.02% | Add +11.7% | 784,221 | $120.9M |
| Brown Advisory Inc. | 0.17% | Add +67.5% | 715,364 | $110.2M |
| UBS Group AG | 0.02% | Reduce -50.6% | 680,559 | $104.9M |
| Holocene Advisors, LP | 0.23% | New | 638,000 | $98.3M |
| Causeway Capital Management LLC | 1.05% | Add +38.1% | 629,801 | $97.1M |
| Brandes Investment Partners, LP | 0.66% | Add +31.8% | 614,006 | $94.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -15.5% | 592,149 | $91.3M |
| Principal Financial Group Inc. | 0.04% | Add +5.9% | 583,211 | $89.9M |
| First Pacific Advisors, LP | 1.07% | New | 555,426 | $85.6M |
| First Trust Advisors LP | 0.05% | Add +101.6% | 538,309 | $83.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -63.1% | 441,524 | $67.8M |
| CIBC Bancorp USA Inc. | 0.08% | Add +24.9% | 399,809 | $61.6M |
| Crawford Investment Counsel Inc. | 1.00% | Add +3.9% | 387,737 | $59.8M |
| Sustainable Growth Advisers, LP | 0.53% | Reduce -25.8% | 351,771 | $54.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.6% | 324,086 | $50.2M |
| Aviso Financial Inc. | 1.55% | Reduce -3.0% | 289,401 | $44.6M |
| Natixis Advisors, LLC | 0.05% | Add +3.5% | 287,919 | $44.4M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.4% | 227,588 | $43.8M |
| Harding Loevner LP | 0.41% | Reduce -21.8% | 281,110 | $43.6M |
| TD Asset Management Inc | 0.03% | Reduce -36.0% | 243,499 | $37.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.6% | 235,293 | $36.3M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 228,173 | $35.2M |
| Sei Investments Co. | 0.03% | Add +20.4% | 215,546 | $33.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -78.8% | 208,031 | $32.1M |
| Quantinno Capital Management LP | 0.04% | Add +44.2% | 207,511 | $32.0M |
| AMF Tjanstepension AB | 0.18% | No change | 195,895 | $30.2M |
| Night Owl Capital Management, LLC | 3.05% | Reduce -24.2% | 188,848 | $29.1M |
| Marsico Capital Management LLC | 0.75% | Add +48.6% | 186,261 | $28.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.0% | 182,764 | $28.2M |
| Vident Advisory, LLC | 0.21% | Add +54.0% | 182,310 | $28.1M |
| Susquehanna International Group, LLP | 0.02% | Add +98.8% | 178,749 | $27.5M |
| Jones Financial Companies LLLP | 0.01% | Add +14.7% | 177,112 | $27.5M |
| 1832 Asset Management L.P. | 0.03% | Reduce -1.8% | 177,629 | $27.4M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.5% | 176,863 | $27.3M |
| Becker Capital Management Inc. | 0.72% | Add +0.7% | 174,594 | $26.9M |
| Fort Washington Investment Advisors Inc. | 0.13% | New | 172,140 | $26.5M |
| American Century Companies Inc. | 0.01% | Add +11.6% | 164,217 | $25.3M |
| Coerente Capital Management | 4.56% | Add +16.6% | 160,606 | $24.8M |
| Stifel Financial Corp. | 0.02% | Add +1.5% | 159,163 | $24.5M |
| Creative Planning | 0.01% | Add +22.5% | 157,554 | $24.3M |
| Quadrature Capital Ltd | 0.20% | Reduce -86.7% | 153,061 | $23.6M |
| Promethos Capital, LLC | 6.05% | Add +15.9% | 144,421 | $22.3M |
| Ironvine Capital Partners, LLC | 2.07% | New | 144,159 | $22.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.7% | 135,241 | $20.8M |
| LPL Financial LLC | 0.00% | Add +7.1% | 134,987 | $20.8M |
| Cerity Partners LLC | 0.02% | Reduce -6.3% | 130,973 | $20.2M |
| Fayez Sarofim & Co | 0.05% | Add +0.4% | 128,397 | $19.8M |
| Bank of Montreal | 0.01% | Add +11.8% | 127,957 | $19.7M |
| Capital International, Inc. | 0.14% | Add +20.4% | 126,181 | $19.4M |
| Riverbridge Partners LLC | 0.54% | Reduce -9.5% | 125,736 | $19.4M |
| Pathstone Holdings, LLC | 0.06% | Reduce -3.0% | 125,522 | $19.3M |
| Aberdeen Group plc | 0.03% | Reduce -0.0% | 119,200 | $18.4M |
| Thornburg Investment Management Inc. | 0.18% | Add +17.3% | 119,017 | $18.3M |
| GMO | 0.04% | Add +16.5% | 117,647 | $18.1M |
| Obermeyer Wealth Partners | 0.73% | Add +14.4% | 116,031 | $17.9M |
| Captrust Financial Advisors | 0.03% | Add +233.5% | 115,068 | $17.7M |
| Cidel Asset Management Inc. | 0.83% | Reduce -22.1% | 111,952 | $17.3M |
| Dash Acquisitions Inc. | 3.28% | Reduce -2.4% | 79,218 | $16.2M |
| Deprince Race & Zollo Inc. | 0.26% | Reduce -36.9% | 102,198 | $15.7M |
| Ramirez Asset Management, Inc. | 1.63% | Add +184.9% | 101,630 | $15.7M |
| Assetmark, Inc. | 0.03% | Add +38.4% | 101,442 | $15.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -81.2% | 100,549 | $15.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.0% | 97,555 | $15.0M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +2.5% | 93,836 | $14.5M |
| Citadel Advisors | 0.01% | Reduce -72.9% | 91,981 | $14.2M |
| TB Capital Gestao de Recursos Ltda. | 7.75% | Add +18.2% | 91,841 | $14.2M |
| Cardinal Capital Management, Inc. | 0.34% | Add +1.0% | 90,961 | $14.0M |
| AQR Capital Management | 0.00% | Reduce -11.3% | 90,633 | $14.0M |
| Citigroup Inc. | 0.01% | Add +182.8% | 88,813 | $13.7M |
| US Bancorp \de | 0.01% | Reduce -9.8% | 88,375 | $13.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +51.1% | 84,946 | $13.5M |
| Primecap Management Co. | 0.01% | Add +534.6% | 82,500 | $12.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -81.8% | 81,258 | $12.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.1% | 78,706 | $12.1M |
| Crossmark Global Holdings, Inc. | 0.16% | Add +1.8% | 77,739 | $12.0M |
| Scotia Capital Inc. | 0.04% | Add +4.6% | 75,429 | $11.6M |
| Bulltick Wealth Management, LLC | 2.33% | Add +68.3% | 74,064 | $11.4M |
| Nuveen, LLC | 0.00% | Add +408.2% | 72,689 | $11.2M |
| Meridiem Capital Partners LP | 0.51% | New | 72,235 | $11.1M |
| Ethic Inc. | 0.14% | Reduce -0.4% | 70,908 | $10.9M |
| QRG Capital Management, Inc. | 0.09% | Add +12.0% | 68,368 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +17.7% | 67,923 | $10.5M |
| Value Partners Investments Inc. | 0.71% | Add +3.3% | 66,045 | $10.2M |
| NorthCrest Asset Manangement, LLC | 0.26% | Add +5.0% | 63,825 | $10.1M |
| Glenmede Trust Co. NA | 0.04% | Reduce -4.9% | 64,388 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.2% | 64,155 | $9.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.2% | 63,143 | $9.7M |
| Cambiar Investors LLC | 0.42% | Add +7.1% | 62,567 | $9.6M |
| Invesco Ltd. | 0.00% | Add +22.7% | 62,376 | $9.6M |
| Jain Global LLC | 0.12% | Add +3010.2% | 61,457 | $9.5M |
| Davis Selected Advisers | 0.04% | Reduce -80.9% | 60,529 | $9.3M |
| Kornitzer Capital Management Inc. | 0.20% | Reduce -19.6% | 60,300 | $9.3M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +10.3% | 57,354 | $8.8M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +5.2% | 56,068 | $8.6M |
| RBF Capital, LLC | 0.35% | New | 54,677 | $8.4M |
| Callan Family Office, LLC | 0.16% | Add +17.3% | 52,161 | $8.0M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +6.1% | 51,911 | $8.0M |
| Foresight Global Investors, Inc. | 4.80% | Add +1.2% | 51,414 | $7.9M |
| Rock Point Advisors, LLC | 1.93% | Add +8.6% | 51,172 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +10.7% | 50,692 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -45.2% | 49,491 | $7.6M |
| Hilton Capital Management, LLC | 0.52% | New | 48,915 | $7.5M |
| Equitable Trust Co. | 0.31% | Reduce -16.2% | 48,642 | $7.5M |
| Hantz Financial Services, Inc. | 0.10% | Add +21.6% | 47,934 | $7.4M |
| Boston Common Asset Management, LLC | 0.44% | Reduce -6.7% | 47,647 | $7.3M |
| Mariner, LLC | 0.01% | Reduce -6.8% | 47,281 | $7.3M |
| One Capital Management, LLC | 0.20% | No change | 41,915 | $7.2M |
| Guardian Partners Inc. | 0.63% | Reduce -9.4% | 45,555 | $7.0M |
| GQG Partners LLC | 0.01% | New | 45,468 | $7.0M |
| Henry James International Management Inc. | 2.01% | Add +4.6% | 43,546 | $6.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -23.2% | 43,043 | $6.6M |
| Naples Global Advisors, LLC | 0.39% | Add +13.4% | 41,447 | $6.4M |
| &partners | 0.03% | Add +2.7% | 41,325 | $6.4M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 39,508 | $6.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -81.8% | 38,797 | $6.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Add +1.4% | 35,972 | $5.5M |
| Quadrant Capital Group LLC | 0.15% | Add +32.1% | 35,959 | $5.5M |
| Focus Partners Wealth | 0.01% | Reduce -26.2% | 35,295 | $5.4M |
| Vise Technologies, Inc. | 0.06% | Add +49.1% | 34,555 | $5.3M |
| Florida Trust Wealth Management Co | 0.13% | Add +37.8% | 33,960 | $5.2M |
| National Bank of Canada | 0.00% | Reduce -2.4% | 33,502 | $5.2M |
| Bleakley Financial Group, LLC | 0.06% | Add +20.6% | 32,211 | $5.0M |
| Moran Wealth Management, LLC | 0.13% | Add +11.8% | 31,278 | $4.8M |
| Entropy Technologies, LP | 0.19% | Reduce -35.7% | 30,639 | $4.7M |
| Lowe Brockenbrough & Co. Inc. | 0.21% | Add +16.2% | 30,194 | $4.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.2% | 29,945 | $4.6M |
| Polen Capital Management LLC | 0.04% | Reduce -56.9% | 28,773 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +70.0% | 28,444 | $4.4M |
| Ritholtz Wealth Management | 0.07% | Add +15.9% | 28,360 | $4.4M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 28,060 | $4.3M |
| Cohen Klingenstein LLC | 0.12% | Reduce -7.1% | 28,032 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.25% | Reduce -12.7% | 27,921 | $4.3M |
| Cardinal Capital Management | 0.51% | Add +1.1% | 27,561 | $4.2M |
| Harber Asset Management LLC | 2.51% | Reduce -13.2% | 27,148 | $4.2M |
| Cibc World Market Inc. | 0.01% | Reduce -8.6% | 27,063 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.3% | 26,820 | $4.1M |
| Saturna Capital Corp. | 0.05% | Reduce -10.7% | 24,181 | $4.1M |
| Savant Capital, LLC | 0.01% | Add +561.0% | 21,867 | $4.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -46.9% | 24,917 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.6% | 26,528 | $4.1M |
| Nia Impact Advisors, LLC | 1.69% | Add +10.7% | 26,402 | $4.1M |
| XTX Topco Ltd | 0.05% | Add +84.3% | 26,397 | $4.1M |
| Timber Creek Capital Management LLC | 0.80% | Add +12.1% | 25,494 | $3.9M |
| BOCHK Asset Management Ltd | 0.62% | New | 25,440 | $3.9M |
| Venturi Wealth Management, LLC | 0.15% | Add +71.2% | 25,179 | $3.9M |
| Journey Advisory Group, LLC | 0.30% | Add +41.6% | 25,079 | $3.9M |
| Havemeyer Place LP | 0.37% | New | 24,620 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -8.9% | 24,618 | $3.8M |
| Curi Capital, LLC | 0.06% | New | 24,389 | $3.8M |
| Hollow Brook Wealth Management LLC | 0.75% | Reduce -0.0% | 24,352 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -51.4% | 22,865 | $3.5M |
| Marshall Wace, LLP | 0.00% | Reduce -88.5% | 22,620 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 22,070 | $3.4M |
| Parr McKnight Wealth Management Group, LLC | 0.40% | Add +81.3% | 22,066 | $3.4M |
| Signaturefd, LLC | 0.05% | Add +12.1% | 21,934 | $3.4M |
| Capital Investment Counsel, Inc | 0.36% | Reduce -2.3% | 21,934 | $3.4M |
| Louisbourg Investments Inc. | 0.62% | Add +22.6% | 21,680 | $3.3M |
| Barclays PLC | 0.00% | Reduce -76.0% | 21,389 | $3.3M |
| Alphadyne Asset Management LP | 0.15% | Reduce -63.1% | 21,307 | $3.3M |
| NewEdge Wealth, LLC | 0.03% | Add +2.3% | 20,662 | $3.2M |
| Eagle Global Advisors LLC | 0.11% | Reduce -3.8% | 20,606 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -25.4% | 20,595 | $3.2M |
| Jefferies Financial Group Inc. | 0.03% | Add +497.5% | 20,416 | $3.1M |
| Ieq Capital, LLC | 0.01% | Reduce -0.6% | 20,281 | $3.1M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.09% | New | 19,968 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.5% | 83,270 | $3.0M |
| Naviter Wealth, LLC | 0.28% | Add +2.8% | 19,650 | $3.0M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -24.5% | 19,528 | $3.0M |
| Aperture Investors, LLC | 0.32% | No change | 19,441 | $3.0M |
| National Philanthropic Trust | 0.04% | Add +88.9% | 19,401 | $3.0M |
| Paradigm Asset Management Co. LLC | 0.64% | Add +56.5% | 19,400 | $3.0M |
| Factory Mutual Insurance Co. | 0.03% | No change | 19,324 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -18.1% | 19,227 | $3.0M |
| Atria Investments, Inc | 0.03% | Reduce -9.7% | 19,178 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.1% | 19,037 | $2.9M |
| Lido Advisors, LLC | 0.01% | Add +19.0% | 18,929 | $2.9M |
| Jupiter Topco LLC | 0.00% | — | 18,914 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +156350.0% | 18,774 | $2.9M |
| M&T Bank Corp | 0.01% | Reduce -44.7% | 18,400 | $2.8M |
| JCIC Asset Management Inc. | 0.86% | No change | 16,378 | $2.8M |
| Caprock Group, LLC | 0.05% | Add +6.8% | 18,098 | $2.8M |
| Longfellow Investment Management Co. LLC | 0.56% | No change | 17,840 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -5.7% | 17,494 | $2.7M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -2.3% | 17,432 | $2.7M |
| Evergreen Capital Management LLC | 0.05% | Add +6.7% | 17,369 | $2.7M |
| Benjamin Edwards Inc. | 0.02% | Add +39.5% | 17,364 | $2.7M |
| Keybank National Association | 0.01% | Add +15.1% | 17,339 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -46.8% | 17,334 | $2.6M |
| FORA Capital, LLC | 0.18% | Reduce -74.6% | 16,917 | $2.6M |
| HRT Financial LP | 0.00% | New | 16,843 | $2.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +15.9% | 16,804 | $2.6M |
| Evelyn Partners Group Ltd | 0.04% | — | 16,677 | $2.6M |
| Sig Brokerage, LP | 0.41% | Add +31.1% | 16,479 | $2.5M |
| Hancock Whitney Corp. | 0.04% | Add +48.1% | 16,268 | $2.5M |
| Fiduciary Alliance LLC | 0.17% | Add +8.7% | 16,223 | $2.5M |
| DV Equities, LLC | 0.36% | — | 16,188 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.3% | 15,811 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Add +2.1% | 15,665 | $2.4M |
| Aaron Wealth Advisors LLC | 0.12% | Add +28.4% | 15,623 | $2.4M |
| Blackstone Inc. | 0.01% | New | 15,480 | $2.4M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.23% | Reduce -48.5% | 15,362 | $2.4M |
| CastleKnight Management LP | 0.09% | New | 15,200 | $2.3M |
| Dividend Assets Capital, LLC | 0.45% | Reduce -21.6% | 15,146 | $2.3M |
| Virtu Financial LLC | 0.07% | Reduce -19.1% | 14,909 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -17.6% | 14,899 | $2.3M |
| Howard Hughes Medical Institute | 0.51% | No change | 14,868 | $2.3M |
| Capital World Investors | 0.00% | Reduce -0.6% | 14,793 | $2.3M |
| Capstone Capital Management Ltd | 1.02% | New | 14,778 | $2.3M |
| Sterling Investment Management, LLC | 1.25% | Add +142.0% | 14,741 | $2.3M |
| Legacy Wealth Asset Management, LLC | 0.49% | Add +0.6% | 14,432 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.8% | 14,311 | $2.2M |
| Federated Hermes, Inc. | 0.00% | Add +71.8% | 14,300 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -75.2% | 14,191 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -4.2% | 14,183 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +7.8% | 14,142 | $2.2M |
| Douglass Winthrop Advisors, LLC | 0.04% | Add +0.4% | 14,064 | $2.2M |
| GeoWealth Management, LLC | 0.07% | Add +26.3% | 13,715 | $2.1M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +330.2% | 13,595 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Add +70.3% | 13,576 | $2.1M |
| Bailard, Inc. | 0.04% | Add +1.9% | 13,553 | $2.1M |
| First Merchants Corp. | 0.07% | Reduce -12.5% | 13,519 | $2.1M |
| Highland Capital Management, LLC | 0.10% | Add +0.4% | 13,460 | $2.1M |
| Principal Securities, Inc. | 0.02% | Add +10.6% | 13,283 | $2.0M |
| GC Wealth Management RIA, LLC | 0.12% | Add +32.1% | 13,173 | $2.0M |
| Asio Capital, LLC | 0.26% | New | 13,047 | $2.0M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -10.5% | 12,928 | $2.0M |
| Burkett Asset Management Ltd | 1.85% | Add +10.8% | 12,845 | $2.0M |
| Choreo, LLC | 0.02% | Reduce -20.5% | 12,742 | $2.0M |
| Madison Asset Management, LLC | 0.02% | Add +41.2% | 12,686 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -1.2% | 12,677 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +263.0% | 12,338 | $1.9M |
| Lester Murray Antman dba SimplyRich | 0.44% | Add +131.8% | 17,093 | $1.9M |
| State Street Corp. | 0.00% | No change | 12,178 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Reduce -14.7% | 11,966 | $1.8M |
| Walleye Capital LLC | 0.01% | Reduce -43.5% | 11,830 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.3% | 10,606 | $1.8M |
| WINTON GROUP Ltd | 0.06% | Add +45.1% | 11,780 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -22.5% | 11,676 | $1.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +98.5% | 11,369 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +21.5% | 11,328 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 10,179 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -17.7% | 10,179 | $1.7M |
| Alaethes Wealth, LLC | 0.51% | Add +1.5% | 11,258 | $1.7M |
| Ravenswood Partners LP | 0.53% | Reduce -5.1% | 10,809 | $1.7M |
| Cox Capital Mgt LLC | 0.92% | Reduce -0.1% | 10,748 | $1.7M |
| Sendero Wealth Management, LLC | 0.16% | Add +7.2% | 10,241 | $1.6M |
| Compound Planning, Inc. | 0.04% | Add +26.9% | 10,200 | $1.6M |
| Live Oak Private Wealth LLC | 0.20% | New | 10,188 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +11.3% | 10,127 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +26.2% | 10,084 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.5% | 10,015 | $1.5M |
| Permanens Capital L.P. | 0.16% | Add +16.0% | 9,855 | $1.5M |
| Lockheed Martin Investment Management Co. | 0.06% | Add +172.2% | 9,800 | $1.5M |
| Weatherly Asset Management L. P. | 0.11% | Reduce -1.4% | 9,795 | $1.5M |
| SevenBridge Financial Group, LLC | 0.22% | Reduce -0.7% | 7,242 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Add +195.3% | 9,639 | $1.5M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -22.3% | 9,477 | $1.5M |
| Ellevest, Inc. | 0.17% | Add +16.7% | 9,478 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +366.8% | 9,182 | $1.4M |
| Chiron Capital Management, LLC | 1.26% | Add +1.1% | 9,107 | $1.4M |
| Millennium Management | 0.00% | Reduce -52.2% | 9,103 | $1.4M |
| PCM Encore, LLC | 0.25% | Reduce -1.3% | 9,095 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.0% | 9,054 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.5% | 9,040 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -2.4% | 8,842 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +506.1% | 8,691 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -20.7% | 8,656 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +22.5% | 8,601 | $1.3M |
| Smartleaf Asset Management LLC | 0.04% | No change | 8,553 | $1.3M |
| Banco de Sabadell, S.A | 0.77% | Add +5.2% | 8,520 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.07% | Reduce -16.7% | 8,480 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.9% | 8,446 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +6.9% | 8,433 | $1.3M |
| Qtron Investments LLC | 0.17% | Reduce -13.3% | 8,421 | $1.3M |
| Cunning Capital Partners, LP | 0.52% | No change | 8,407 | $1.3M |
| Channing Global Advisors, LLC | 0.67% | Add +319.5% | 8,373 | $1.3M |
| Cravens & Co Advisors, LLC | 0.85% | New | 8,262 | $1.3M |
| Cornerstone Planning, LLC | 0.29% | Add +5.5% | 8,189 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Add +15.4% | 8,197 | $1.3M |
| Parallax Volatility Advisers, L.P. | 0.06% | New | 8,042 | $1.2M |
| PEAK6 LLC | 0.03% | Reduce -80.9% | 7,978 | $1.2M |
| Nomura Holdings Inc. | 0.01% | New | 7,960 | $1.2M |
| Two Sigma Securities, LLC | 0.11% | Add +298.6% | 7,929 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +143.4% | 7,904 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Reduce -8.9% | 7,851 | $1.2M |
| Stablepoint Partners, LLC | 0.17% | Add +1.9% | 7,847 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +27.3% | 7,798 | $1.2M |
| J.Safra Asset Management Corp | 0.05% | Add +7315.0% | 7,415 | $1.1M |
| Perpetual Ltd | 0.02% | New | 7,404 | $1.1M |
| Analyst IMS Investment Management Services Ltd. | 0.03% | No change | 7,400 | $1.1M |
| Eventide Asset Management, LLC | 0.02% | Reduce -59.7% | 7,308 | $1.1M |
| Burney Co./ | 0.03% | Add +1.2% | 7,337 | $1.1M |
| Pure Financial Advisors, LLC | 0.01% | Add +154.7% | 7,247 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -73.4% | 7,199 | $1.1M |
| Natixis | 0.01% | Add +5.3% | 7,233 | $1.1M |
| Henshaw Capital LLC | 0.03% | Add +34.7% | 6,954 | $1.1M |
| Ping Capital Management, Inc. | 0.35% | New | 6,900 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +41.5% | 6,897 | $1.1M |
| Vest Financial, LLC | 0.01% | Add +93.0% | 6,858 | $1.1M |
| Fiera Capital Corp | 0.00% | Add +54.4% | 6,848 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.32% | New | 6,841 | $1.1M |
| YHB Investment Advisors, Inc. | 0.07% | Add +10.5% | 6,816 | $1.1M |
| denkapparat Operations GmbH | 0.34% | No change | 6,746 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.1% | 6,685 | $1.0M |
| SALT Holding Corp. | 0.54% | No change | 6,632 | $1.0M |
| Ridgewood Investments LLC | 0.38% | Add +0.8% | 6,616 | $1.0M |
| Pzena Investment Management LLC | 0.00% | New | 6,554 | $1.0M |
| Americana Partners, LLC | 0.02% | Add +59.5% | 6,445 | $993K |
| Bridgewater Advisors Inc. | 0.05% | Add +24.5% | 5,225 | $991K |
| Palogic Value Management, L.P. | 0.35% | Add +1.4% | 6,243 | $962K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | Add +60.8% | 6,176 | $952K |
| Balentine LLC | 0.03% | Add +8.2% | 6,121 | $943K |
| Family Legacy Financial Solutions, LLC | 0.57% | New | 5,762 | $934K |
| Lanark Financial, Inc. | 0.06% | Add +46.3% | 6,018 | $927K |
| DMC Group, LLC | 0.64% | Reduce -6.7% | 6,014 | $927K |
| MAI Capital Management | 0.00% | Add +24.3% | 6,004 | $925K |
| Syon Capital LLC | 0.04% | Add +6.6% | 5,996 | $924K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -2.7% | 5,895 | $908K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -26.8% | 5,864 | $904K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Reduce -13.7% | 5,799 | $894K |
| Sigma Planning Corp | 0.02% | New | 5,765 | $888K |
| Sierra Legacy Group | 0.68% | No change | 5,718 | $881K |
| Asset Dedication, LLC | 0.06% | Add +8.9% | 5,716 | $881K |
| Circle Wealth Management, LLC | 0.01% | Add +11.0% | 5,629 | $867K |
| AE Wealth Management LLC | 0.00% | Add +24.5% | 5,624 | $867K |
| Kestra Advisory Services, LLC | 0.00% | Add +128.7% | 5,565 | $858K |
| Modern Wealth Management, LLC | 0.01% | Add +8.3% | 5,546 | $855K |
| Confluence Investment Management LLC | 0.01% | Reduce -0.0% | 5,422 | $836K |
| Advisors Capital Management, LLC | 0.01% | Reduce -32.7% | 5,361 | $826K |
| Global Retirement Partners, LLC | 0.01% | — | 5,351 | $825K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -39.7% | 5,316 | $819K |
| SIH Partners, LLLP | 0.03% | New | 5,290 | $815K |
| Mitchell & Pahl Private Wealth, LLC | 0.30% | Add +4.3% | 5,271 | $812K |
| Northern Financial Advisors Inc | 0.52% | Add +4.4% | 5,133 | $791K |
| HSBC Holdings PLC | 0.00% | Reduce -96.7% | 5,130 | $787K |
| Pinnacle Associates Ltd. | 0.01% | Add +117.2% | 5,087 | $784K |
| Bessemer Group Inc. | 0.00% | Reduce -62.4% | 5,064 | $780K |
| GAMMA Investing LLC | 0.03% | Reduce -8.8% | 5,009 | $772K |
| Gryphon Financial Partners LLC | 0.07% | Add +4.0% | 4,979 | $767K |
| PDS Planning, Inc | 0.04% | Add +34.1% | 4,955 | $764K |
| Moneco Advisors, LLC | 0.05% | New | 4,945 | $762K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -69.5% | 4,944 | $762K |
| Mission Wealth Management, LP | 0.01% | Add +33.5% | 4,800 | $740K |
| OneDigital Investment Advisors LLC | 0.01% | Add +238.9% | 4,744 | $731K |
| Capital Research Global Investors | 0.00% | Reduce -26.5% | 4,693 | $727K |
| Boston Trust Walden Corp | 0.01% | Reduce -0.1% | 4,658 | $718K |
| Xponance LLC | 0.00% | Add +75.8% | 4,631 | $714K |
| Kathmere Capital Management, LLC | 0.04% | Add +33.8% | 4,589 | $707K |
| Flow Traders U.S. LLC | 0.03% | New | 4,541 | $700K |
| Gabelli Funds LLC | 0.00% | No change | 4,500 | $693K |
| Argonautica Private Wealth Management, Inc. | 0.16% | Add +49.2% | 4,372 | $674K |
| Walleye Trading LLC | 0.01% | Reduce -83.9% | 4,368 | $673K |
| Abel Hall, LLC | 0.12% | Add +90.4% | 4,340 | $669K |
| Basecamp Wealth Advisors LLC | 0.12% | Reduce -0.7% | 4,282 | $660K |
| West Family Investments, Inc. | 0.19% | Add +106.5% | 4,255 | $656K |
| BSW Wealth Partners | 0.07% | Reduce -12.1% | 4,246 | $654K |
| Western Wealth Management, LLC | 0.02% | Add +145.3% | 4,242 | $654K |
| Leonteq Securities AG | 0.04% | Add +8.8% | 4,236 | $653K |
| Profund Advisors LLC | 0.02% | Reduce -2.8% | 4,235 | $653K |
| American Trust Investment Advisors, LLC | 0.32% | No change | 4,225 | $651K |
| Bearing Point Capital, LLC | 0.09% | Reduce -12.0% | 4,190 | $646K |
| Versant Capital Management, Inc | 0.06% | Reduce -6.0% | 4,158 | $641K |
| BKM Wealth Management, LLC | 0.23% | Add +4.4% | 4,154 | $640K |
| Hexagon Capital Partners LLC | 0.09% | Add +47.6% | 4,108 | $633K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +48.2% | 4,105 | $633K |
| Norges Bank | 0.00% | — | 4,104 | $632K |
| Krilogy Financial LLC | 0.02% | Add +1.6% | 4,102 | $632K |
| Miller Global Investments, LLC | 0.52% | Add +121.2% | 4,067 | $627K |
| Vann Equity Management LLC | 0.38% | Add +12.0% | 4,048 | $624K |
| Alps Advisors Inc. | 0.00% | Add +8.9% | 4,021 | $620K |
| Northwest & Ethical Investments L.P. | 0.01% | No change | 4,145 | $617K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 4,000 | $616K |
| Farringdon Capital, Ltd. | 0.30% | New | 3,971 | $612K |
| Calydon Capital | 0.09% | Add +0.8% | 3,932 | $606K |
| EP Wealth Advisors, LLC | 0.00% | Add +27.5% | 3,929 | $606K |
| Leith Wheeler Investment Counsel Ltd. | 0.05% | Add +6.8% | 3,920 | $604K |
| FWL Investment Management, LLC | 0.11% | No change | 3,910 | $603K |
| Fifth Third Bancorp | 0.00% | Reduce -20.8% | 3,904 | $602K |
| Acumen Wealth Advisors, LLC | 0.13% | Reduce -68.5% | 3,902 | $601K |
| Resonant Capital Advisors, LLC | 0.03% | Add +10.2% | 3,889 | $599K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +9.4% | 3,864 | $595K |
| Harbour Investment Management LLC | 0.31% | No change | 3,862 | $595K |
| Diversified Trust Co. | 0.01% | Add +14.3% | 3,849 | $593K |
| Bridgefront Capital, LLC | 0.15% | New | 3,803 | $586K |
| SlateStone Wealth, LLC | 0.04% | Reduce -8.2% | 3,733 | $575K |
| Trust Point Inc. | 0.05% | Reduce -1.4% | 3,694 | $569K |
| Clearstead Advisors, LLC | 0.01% | Add +11.0% | 3,665 | $565K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -3.6% | 3,658 | $564K |
| TCTC Holdings, LLC | 0.01% | No change | 3,561 | $549K |
| Angeles Wealth Management, LLC | 0.03% | Add +15.6% | 3,560 | $549K |
| Canandaigua National Bank & Trust Co. | 0.05% | — | 3,522 | $543K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -21.1% | 3,493 | $538K |
| Brown Brothers Harriman & Co. | 0.00% | Add +20.1% | 3,461 | $533K |
| Blue Trust, Inc. | 0.01% | Reduce -2.7% | 3,427 | $528K |
| Insigneo Advisory Services, LLC | 0.02% | Add +9.1% | 3,406 | $525K |
| Sage Rhino Capital LLC | 0.09% | Add +0.6% | 3,402 | $524K |
| Blueshift Asset Management, LLC | 0.12% | Add +9.6% | 3,393 | $523K |
| TritonPoint Partners, LLC | 0.04% | New | 3,388 | $522K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.6% | 3,385 | $522K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.9% | 3,377 | $521K |
| LVW Advisors, LLC | 0.04% | Reduce -2.8% | 3,378 | $521K |
| Howard Capital Management Group, LLC | 0.03% | No change | 3,375 | $520K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.2% | 3,372 | $520K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -4.1% | 3,367 | $519K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.8% | 3,348 | $516K |
| Greenleaf Trust | 0.00% | Add +7.6% | 3,331 | $513K |
| Intrust Bank NA | 0.04% | Reduce -20.6% | 3,307 | $510K |
| Allworth Financial LP | 0.00% | Add +1.5% | 3,304 | $509K |
| R Squared Ltd | 0.26% | Add +102.2% | 3,256 | $502K |
| Barometer Capital Management Inc. | 0.14% | Add +6.6% | 3,250 | $501K |
| Brucke Financial, Inc. | 0.22% | Add +57.0% | 3,228 | $497K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,217 | $496K |
| Advisory Services Network, LLC | 0.01% | Add +13.7% | 3,188 | $491K |
| Valeo Financial Advisors, LLC | 0.01% | Add +66.5% | 3,173 | $489K |
| Quantitative Investment Management, LLC | 0.05% | Reduce -85.5% | 3,176 | $489K |
| HUB Investment Partners, LLC | 0.01% | Add +86.0% | 3,155 | $486K |
| Monetary Management Group Inc. | 0.10% | Add +26.0% | 3,150 | $485K |
| Gateway Investment Advisers LLC | 0.00% | Add +97.1% | 3,145 | $485K |
| Unique Wealth Strategies, LLC | 0.18% | Add +0.8% | 3,135 | $483K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.7% | 2,437 | $481K |
| Argent Trust Co | 0.01% | Reduce -9.4% | 3,116 | $480K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,096 | $477K |
| RFG Advisory, LLC | 0.01% | Add +42.1% | 3,072 | $473K |
| ForthRight Wealth Management, LLC | 0.12% | No change | 3,039 | $468K |
| Ascent Group, LLC | 0.01% | Add +0.1% | 3,037 | $468K |
| Investors Research Corp | 0.08% | Add +5409.1% | 3,030 | $467K |
| Commerce Bank | 0.00% | Reduce -14.8% | 3,016 | $465K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.9% | 3,014 | $464K |
| Sowell Financial Services LLC | 0.01% | Reduce -10.8% | 2,958 | $456K |
| Guggenheim Capital LLC | 0.00% | Add +55.5% | 2,944 | $454K |
| Frec Markets, Inc. | 0.04% | Add +1.1% | 2,894 | $446K |
| New Republic Capital, LLC | 0.10% | Add +4.4% | 2,872 | $443K |
| Yousif Capital Management, LLC | 0.00% | Reduce -77.8% | 2,856 | $440K |
| Composition Wealth, LLC | 0.01% | Add +18.1% | 2,839 | $438K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -22.5% | 2,793 | $430K |
| Independent Advisor Alliance | 0.01% | Add +18.0% | 2,792 | $430K |
| Fulton Bank, N.A. | 0.01% | Add +130.6% | 2,779 | $428K |
| May Hill Capital, LLC | 0.09% | Reduce -54.2% | 2,670 | $411K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -0.8% | 2,600 | $401K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +33.1% | 2,564 | $397K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +56.1% | 2,574 | $397K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -16.7% | 2,568 | $396K |
| Byrne Financial Freedom, LLC | 0.15% | Add +80.8% | 2,565 | $395K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +18.4% | 2,533 | $392K |
| Cetera Trust Company, N.A | 0.19% | No change | 2,520 | $388K |
| Avestar Capital, LLC | 0.02% | Reduce -11.6% | 2,498 | $385K |
| Gallacher Capital Management LLC | 0.21% | Add +31.2% | 2,483 | $383K |
| OneAscent Financial Services LLC | 0.02% | Add +3.7% | 2,450 | $378K |
| Harvest Portfolios Group Inc. | 0.01% | Add +37.5% | 2,422 | $373K |
| Veratis Advisors, Inc. | 0.26% | — | 2,418 | $373K |
| King Luther Capital Management Corp. | 0.00% | Reduce -74.2% | 2,414 | $372K |
| Optas, LLC | 0.05% | Reduce -9.8% | 2,413 | $372K |
| PFG Investments, LLC | 0.01% | Add +81.8% | 2,363 | $364K |
| BlueCrest Capital Management Ltd | 0.02% | New | 2,360 | $364K |
| 71 West Capital Partners | 0.01% | New | 2,357 | $363K |
| J. Safra Sarasin Holding AG | 0.01% | New | 2,354 | $363K |
| Boreal Capital Management LLC | 0.31% | No change | 2,343 | $361K |
| World Investment Advisors | 0.01% | Reduce -0.8% | 2,126 | $359K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -26.3% | 2,229 | $357K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -67.6% | 2,292 | $353K |
| Pine Haven Investment Counsel, Inc | 0.24% | No change | 2,285 | $352K |
| HighPoint Advisor Group LLC | 0.01% | Add +14.7% | 2,278 | $351K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -51.8% | 2,275 | $351K |
| Hilltop Holdings Inc. | 0.03% | Add +2.5% | 2,263 | $349K |
| Brighton Jones LLC | 0.01% | Reduce -19.8% | 2,262 | $349K |
| Choate Investment Advisors | 0.01% | Add +6.7% | 2,230 | $344K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.9% | 2,215 | $342K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.7% | 2,196 | $338K |
| Aprio Wealth Management, LLC | 0.02% | Add +0.8% | 2,193 | $338K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -34.7% | 2,176 | $335K |
| Certior Financial Group, LLC | 0.18% | Add +40.9% | 2,153 | $332K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +8.2% | 2,141 | $330K |
| Evolve Private Wealth, LLC | 0.02% | Add +7.9% | 2,128 | $328K |
| LCM Capital Management Inc | 0.14% | Add +1.5% | 2,094 | $323K |
| Centiva Capital, LP | 0.01% | New | 2,080 | $321K |
| Foster Group, Inc. | 0.01% | Add +50.3% | 2,073 | $319K |
| Drive Wealth Management, LLC | 0.06% | Reduce -6.0% | 2,071 | $319K |
| 55 North Private Wealth, LLC | 0.06% | New | 2,067 | $319K |
| Red Door Wealth Management, LLC | 0.03% | Add +19.5% | 2,039 | $314K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.8% | 2,018 | $311K |
| Mather Group, Llc. | 0.00% | Reduce -0.5% | 1,997 | $308K |
| Wedbush Securities Inc. | 0.01% | Add +16.8% | 1,987 | $306K |
| GTS Securities LLC | 0.01% | New | 1,973 | $304K |
| EJMK Ventures LLC | 0.13% | Reduce -21.0% | 1,925 | $297K |
| Cromwell Holdings LLC | 0.13% | Reduce -1.3% | 1,923 | $296K |
| OneAscent Family Office, LLC | 0.15% | Add +49.0% | 1,921 | $296K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -28.6% | 1,913 | $295K |
| Portside Wealth Group, LLC | 0.03% | Reduce -28.6% | 1,897 | $292K |
| Anchyra Partners LLC | 0.07% | Reduce -17.7% | 1,883 | $290K |
| Sepio Capital, LP | 0.01% | Add +37.0% | 1,881 | $290K |
| Keebeck Wealth Management | 0.03% | Add +41.3% | 1,861 | $287K |
| Sagewood Asset Management LP | 0.06% | No change | 1,849 | $285K |
| Sivia Capital Partners, LLC | 0.03% | Reduce -67.9% | 1,845 | $284K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 1,840 | $284K |
| KBC Group NV | 0.00% | Reduce -4.1% | 1,831 | $282K |
| FSM Wealth Advisors, LLC | 0.03% | Add +10.5% | 1,820 | $280K |
| Trek Financial, LLC | 0.01% | Add +36.8% | 1,816 | $280K |
| Old National Bancorp | 0.01% | Add +33.8% | 1,805 | $278K |
| Marathon Trading Investment Management LLC | 0.03% | Reduce -60.9% | 1,800 | $277K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -0.1% | 1,797 | $277K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +35.4% | 1,784 | $277K |
| Beacon Financial Group | 0.02% | New | 1,781 | $274K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +1.7% | 1,765 | $272K |
| Apella Capital, LLC | 0.00% | Add +14.2% | 1,661 | $270K |
| Bond & Devick Financial Network, Inc. | 0.07% | Add +18.2% | 1,750 | $270K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.5% | 1,733 | $267K |
| Five Oceans Advisors | 0.09% | No change | 1,726 | $266K |
| Cowa, LLC | 0.07% | New | 1,726 | $266K |
| Diversified Enterprises, LLC | 0.01% | Add +6.5% | 1,723 | $266K |
| Summit Financial, LLC | 0.00% | New | 1,718 | $265K |
| Mma Asset Management LLC | 0.08% | No change | 1,711 | $264K |
| Haverford Trust Co | 0.00% | Reduce -63.8% | 1,710 | $264K |
| Flputnam Investment Management Co. | 0.00% | Add +5.3% | 1,696 | $261K |
| High Note Wealth, LLC | 0.04% | No change | 1,687 | $260K |
| SouthState Bank Corp | 0.01% | Add +6624.0% | 1,681 | $259K |
| Regions Financial Corp. | 0.00% | Reduce -65.7% | 1,680 | $259K |
| Park National Corp. | 0.01% | Add +22.6% | 1,677 | $258K |
| Harris Associates (Oakmark Funds) | 0.00% | Add +15.1% | 1,673 | $258K |
| Wedmont Private Capital | 0.01% | Reduce -39.2% | 1,632 | $258K |
| Nolet Wealth Management, LLC | 0.14% | New | 1,670 | $257K |
| Davis R M Inc. | 0.00% | Reduce -9.9% | 1,665 | $257K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | Add +0.9% | 1,656 | $255K |
| D.A. Davidson & Co. | 0.00% | Reduce -40.1% | 1,645 | $254K |
| Moors & Cabot, Inc. | 0.01% | Add +10.1% | 1,635 | $252K |
| Canopy Partners, LLC | 0.08% | Reduce -0.4% | 1,628 | $251K |
| Traveka Wealth, LLC | 0.08% | Add +3.2% | 1,623 | $250K |
| Savvy Advisors, Inc. | 0.01% | Add +28.0% | 1,620 | $250K |
| Rosenberg Matthew Hamilton | 0.05% | Add +46.3% | 1,611 | $248K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +89.7% | 1,603 | $247K |
| Integrity Financial Corp | 0.12% | No change | 1,600 | $247K |
| Malaga Cove Capital, LLC | 0.08% | Reduce -9.4% | 1,600 | $247K |
| Wealth Alliance, LLC | 0.02% | Reduce -33.7% | 1,595 | $246K |
| Gotham Asset Management | 0.00% | No change | 1,594 | $246K |
| First Bank & Trust | 0.04% | New | 1,587 | $245K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -1.5% | 1,587 | $245K |
| South Shore Capital Advisors | 0.16% | Reduce -55.8% | 1,582 | $244K |
| Mgo One Seven LLC | 0.00% | Reduce -19.5% | 1,571 | $242K |
| Seeds Investor LLC | 0.02% | Add +0.2% | 1,558 | $240K |
| SCS Capital Management LLC | 0.00% | New | 1,558 | $240K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,523 | $235K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -42.7% | 1,519 | $234K |
| Focus Financial Network, Inc. | 0.01% | New | 1,515 | $233K |
| Christine Messmer PC | 0.13% | New | 1,490 | $230K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -74.3% | 1,487 | $229K |
| Huntington National Bank | 0.00% | Reduce -5.3% | 1,486 | $229K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -96.6% | 1,484 | $229K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 1,469 | $226K |
| Facet Wealth, Inc. | 0.00% | New | 1,467 | $226K |
| Keel Point, LLC | 0.01% | New | 1,450 | $224K |
| Arlington Partners LLC | 0.40% | Add +2.0% | 1,443 | $222K |
| Natural Investments, LLC | 0.05% | Reduce -77.2% | 1,436 | $221K |
| Texas Yale Capital Corp. | 0.00% | Add +3.6% | 1,426 | $220K |
| Enterprise Financial Services Corp | 0.09% | Add +16.6% | 1,379 | $213K |
| Seven Mile Advisory | 0.14% | Reduce -1.9% | 1,372 | $211K |
| Certuity, LLC | 0.01% | Add +3.3% | 1,372 | $211K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 1,367 | $211K |
| Fiduciary Trust Co | 0.00% | Reduce -14.1% | 1,367 | $211K |
| Sunpointe, LLC | 0.06% | No change | 1,355 | $209K |
| Independence Bank of Kentucky | 0.02% | No change | 1,350 | $208K |
| Advyzon Investment Management, LLC | 0.01% | New | 1,339 | $206K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,311 | $202K |
| Capital Square, LLC | 0.09% | Reduce -24.1% | 1,273 | $201K |
| True North Advisors, LLC | 0.02% | No change | 1,298 | $200K |
| UMB Bank, n.a. | 0.00% | Add +36.0% | 1,285 | $198K |
| Capital Analysts, LLC | 0.00% | Add +12.3% | 1,243 | $192K |
| SBI Securities Co., Ltd. | 0.00% | Add +12.2% | 1,242 | $191K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 1,239 | $191K |
| Twin Tree Management, LP | 0.03% | Reduce -88.1% | 1,145 | $176K |
| Centennial Bank | 0.05% | No change | 1,050 | $162K |
| Purpose Unlimited Inc. | 0.01% | Reduce -6.8% | 1,024 | $158K |
| J. Stern & Co. LLP | 0.01% | Add +101.2% | 1,022 | $158K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 1,014 | $156K |
| Private Trust Co. NA | 0.01% | Reduce -19.4% | 968 | $149K |
| Spire Wealth Management | 0.00% | Add +14.5% | 938 | $145K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.8% | 910 | $140K |
| Eastern Bank | 0.00% | Add +109.6% | 765 | $118K |
| Brentview Investment Management LLC | 0.05% | No change | 755 | $116K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 750 | $115K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +11.4% | 743 | $115K |
| State of Wyoming | 0.01% | Reduce -1.4% | 696 | $107K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 667 | $103K |
| American Capital Advisory, LLC | 0.04% | Add +3811.8% | 665 | $102K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -2.4% | 646 | $100K |
| CENTRAL TRUST Co | 0.00% | Reduce -8.7% | 647 | $100K |
| Grove Bank & Trust | 0.01% | No change | 626 | $96K |
| Harbour Investments, Inc. | 0.00% | Add +10.8% | 618 | $95K |
| Adkins Seale Capital Management LLC | 0.08% | New | 581 | $90K |
| Corient IA LP | 0.08% | Reduce -65.7% | 570 | $88K |
| Rothschild Investment LLC | 0.00% | Add +45.4% | 564 | $87K |
| TD Private Client Wealth LLC | 0.00% | Add +60.3% | 558 | $86K |
| First Horizon Corp. | 0.00% | Reduce -28.5% | 531 | $82K |
| Westside Investment Management, Inc. | 0.01% | No change | 502 | $77K |
| Owl Creek Wealth Partners LLC | 0.02% | Reduce -6.9% | 498 | $77K |
| Larson Financial Group LLC | 0.00% | Add +32.9% | 473 | $73K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 465 | $72K |
| North Star Investment Management Corp. | 0.00% | Add +3.6% | 465 | $72K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 463 | $71K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -21.4% | 460 | $71K |
| Fortitude Family Office, LLC | 0.01% | Reduce -5.2% | 452 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 415 | $64K |
| Cape Investment Advisory, Inc. | 0.02% | New | 412 | $63K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 370 | $57K |
| Advisors Preferred, LLC | 0.01% | New | 348 | $57K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -29.6% | 364 | $56K |
| Syntax Research, Inc. | 0.04% | No change | 356 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -18.7% | 352 | $54K |
| Smithfield Trust Co | 0.00% | No change | 366 | $54K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -57.0% | 339 | $54K |
| Toronto Dominion Bank | 0.00% | Reduce -20.1% | 343 | $53K |
| Front Row Advisors LLC | 0.01% | Add +27.0% | 235 | $49K |
| Dunhill Financial, LLC | 0.01% | Add +388.9% | 308 | $48K |
| HM Payson & Co. | 0.00% | No change | 300 | $46K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +24.5% | 290 | $45K |
| Anchor Investment Management, LLC | 0.00% | Add +3.3% | 283 | $44K |
| Clearstead Trust, LLC | 0.01% | Reduce -30.8% | 268 | $41K |
| Markowski Investments | 0.01% | — | 267 | $41K |
| Silver Oak Securities, Incorporated | 0.00% | New | 253 | $39K |
| Financial Gravity Companies, Inc. | 0.01% | — | 245 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 241 | $37K |
| Addison Advisors LLC | 0.02% | Reduce -85.7% | 233 | $36K |
| Alpine Bank Wealth Management | 0.00% | New | 232 | $36K |
| Forum Finance Group S.A. | 0.01% | Add +100.0% | 280 | $35K |
| Key Financial Inc | 0.01% | Reduce -27.2% | 227 | $35K |
| Synergy Investment Management, LLC | 0.01% | New | 181 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 208 | $32K |
| Continuum Advisory, LLC | 0.00% | New | 201 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 200 | $31K |
| Activest Wealth Management | 0.01% | New | 200 | $31K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $31K |
| CoreCap Advisors, LLC | 0.00% | Add +16.5% | 198 | $31K |
| GW&K Investment Management, LLC | 0.00% | Reduce -2.5% | 194 | $30K |
| IFG Advisory, LLC | 0.00% | New | 193 | $30K |
| Kilter Group LLC | 0.01% | Add +249.1% | 192 | $30K |
| True Wealth Design, LLC | 0.01% | Add +363.4% | 190 | $29K |
| Rakuten Securities, Inc. | 0.01% | Add +2.1% | 190 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | Add +76.4% | 187 | $29K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 180 | $28K |
| Ares Financial Consulting, LLC | 0.02% | No change | 177 | $27K |
| LRI Investments, LLC | 0.00% | Reduce -34.1% | 174 | $27K |
| WPG Advisers, LLC | 0.02% | Reduce -9.4% | 173 | $27K |
| SHP Wealth Management | 0.00% | Add +12.4% | 172 | $27K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 171 | $26K |
| Bare Financial Services, Inc | 0.01% | Add +98.8% | 171 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -8.6% | 171 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 170 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.2% | 166 | $26K |
| Winch Advisory Services, LLC | 0.01% | Add +81.3% | 165 | $25K |
| Raffa Wealth Management, LLC | 0.00% | Add +8.1% | 160 | $25K |
| Community Financial Services Group, LLC | 0.00% | Reduce -83.5% | 153 | $24K |
| Rossby Financial, LCC | 0.00% | Reduce -12.4% | 156 | $24K |
| Maseco LLP | 0.00% | Add +29.4% | 154 | $24K |
| Cornerstone Financial Management LLC | 0.02% | Add +114.1% | 152 | $23K |
| Hager Investment Management Services, LLC | 0.01% | New | 152 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 152 | $23K |
| American National Bank & Trust | 0.00% | Reduce -7.3% | 152 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | New | 150 | $23K |
| Wellington-Altus USA Inc. | 0.02% | New | 135 | $23K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 149 | $23K |
| Kozak & Associates, Inc. | 0.00% | No change | 140 | $22K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | No change | 143 | $22K |
| GoalVest Advisory LLC | 0.00% | No change | 143 | $22K |
| Bogart Wealth, LLC | 0.00% | Reduce -48.3% | 140 | $22K |
| Motco | 0.00% | Reduce -13.1% | 139 | $21K |
| Bayban | 0.02% | No change | 136 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -3.6% | 135 | $21K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 130 | $20K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +87.0% | 129 | $20K |
| CVA Family Office, LLC | 0.00% | Add +12.3% | 128 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -75.9% | 126 | $19K |
| Financial Perspectives, Inc | 0.00% | No change | 125 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 125 | $19K |
| SJS Investment Consulting Inc. | 0.00% | Add +64.5% | 125 | $19K |
| Community Bank, N.A. | 0.00% | No change | 121 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 121 | $19K |
| Montag A & Associates Inc. | 0.00% | Add +21.2% | 120 | $18K |
| Financial Consulate, Inc. | 0.00% | Add +11.1% | 120 | $18K |
| Adirondack Trust Co. | 0.01% | Reduce -0.8% | 117 | $18K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -42.9% | 116 | $18K |
| Robinswood Financial LLC | 0.01% | No change | 116 | $18K |
| Ameriflex Group, Inc. | 0.01% | Add +352.0% | 113 | $17K |
| Ninety One UK Ltd | 0.00% | No change | 111 | $17K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 110 | $17K |
| Creative Financial Designs Inc. | 0.00% | Reduce -40.4% | 109 | $17K |
| Triumph Capital Management | 0.00% | Add +40.8% | 107 | $16K |
| Zions Bancorporation, National Association | 0.00% | No change | 107 | $16K |
| Copia Wealth Management | 0.01% | No change | 106 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -58.6% | 104 | $15K |
| Essential Partners LLC | 0.01% | Reduce -16.0% | 100 | $15K |
| REAP Financial Group, LLC | 0.00% | New | 100 | $15K |
| Lavaca Capital LLC | 0.00% | No change | 100 | $15K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 100 | $15K |
| WealthCollab, LLC | 0.01% | Reduce -17.8% | 97 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | Add +14.1% | 97 | $15K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 96 | $15K |
| Fiduciary Financial Advisors | 0.00% | New | 94 | $14K |
| Signature Equity Partners, LLC | 0.01% | Reduce -2.2% | 90 | $14K |
| TD Capital Management LLC | 0.00% | No change | 88 | $14K |
| TFC Financial Management, Inc. | 0.00% | No change | 87 | $13K |
| IMA Advisory Services, Inc. | 0.00% | Add +168.8% | 86 | $13K |
| Albion Financial Group | 0.00% | Reduce -8.0% | 81 | $12K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -4.8% | 80 | $12K |
| MidFirst Bank | 0.00% | No change | 80 | $12K |
| Financial Management Professionals, Inc. | 0.00% | Add +71.1% | 77 | $12K |
| Horizon Investments, LLC | 0.00% | Reduce -86.2% | 77 | $12K |
| Principia Wealth Advisory, LLC | 0.01% | Add +26.7% | 76 | $12K |
| Colonial Trust Co / SC | 0.00% | Reduce -55.8% | 72 | $11K |
| First Command Advisory Services, Inc. | 0.00% | Add +466.7% | 68 | $10K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -4.3% | 66 | $10K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -87.1% | 66 | $10K |
| Arlington Trust Co LLC | 0.00% | No change | 66 | $10K |
| Hilltop National Bank | 0.00% | No change | 64 | $10K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.6% | 62 | $10K |
| Institute for Wealth Management, LLC. | 0.00% | New | 61 | $9K |
| Highline Wealth Partners LLC | 0.00% | Add +36.4% | 60 | $9K |
| United Financial Planning Group LLC | 0.00% | New | 60 | $9K |
| City Holding Co. | 0.00% | No change | 60 | $9K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -14.7% | 58 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | Add +7.5% | 57 | $9K |
| Founders Capital Management | 0.00% | No change | 56 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 54 | $8K |
| Sittner & Nelson, LLC | 0.00% | New | 52 | $8K |
| Rialto Wealth Management, LLC | 0.00% | New | 52 | $8K |
| MCF Advisors LLC | 0.00% | No change | 50 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 48 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -20.7% | 46 | $7K |
| Archer Investment Corp | 0.00% | No change | 46 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 45 | $7K |
| Alerus Financial NA | 0.00% | No change | 45 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -66.1% | 42 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +147.1% | 42 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 41 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 41 | $6K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 41 | $6K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 41 | $6K |
| Center for Financial Planning, Inc. | 0.00% | No change | 39 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 39 | $6K |
| CX Institutional | 0.00% | Reduce -94.9% | 36 | $6K |
| Birchwood Financial Partners, Inc. | 0.00% | No change | 37 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 5,635 | $6K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 32 | $5K |
| Financial Life Planners | 0.00% | Add +3.3% | 31 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -81.1% | 30 | $5K |
| Operose Advisors LLC | 0.00% | Add +20.8% | 29 | $4K |
| Bullock Wealth Management Group | 0.00% | No change | 28 | $4K |
| Eukles Asset Management | 0.00% | No change | 28 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -59.4% | 28 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 27 | $4K |
| Estabrook Capital Management | 0.00% | Reduce -18.2% | 27 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 27 | $4K |
| Gables Capital Management Inc. | 0.00% | No change | 26 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 26 | $4K |
| Aventura Private Wealth, LLC | 0.00% | Add +92.3% | 25 | $4K |
| Manchester Capital Management LLC | 0.00% | Add +33.3% | 24 | $4K |
| Quent Capital, LLC | 0.00% | New | 24 | $4K |
| JPL Wealth Management, LLC | 0.00% | Reduce -34.3% | 23 | $4K |
| Caldwell Trust Co | 0.00% | Add +81.8% | 20 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 20 | $3K |
| Allied Private Wealth LLC | 0.00% | — | 19 | $3K |
| Highland Investment Advisors LLC | 0.00% | — | 19 | $3K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -21.7% | 18 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 18 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -98.3% | 18 | $3K |
| Crewe Advisors LLC | 0.00% | New | 17 | $3K |
| Country Trust Bank | 0.00% | No change | 17 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 16 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -88.4% | 16 | $2K |
| Planning Strategies Inc. | 0.00% | — | 16 | $2K |
| Decker Retirement Planning Inc. | 0.00% | No change | 14 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 13 | $2K |
| NFSG Corp | 0.00% | No change | 13 | $2K |
| Stone House Investment Management, LLC | 0.00% | Reduce -35.0% | 13 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | Add +1100.0% | 12 | $2K |
| Navigoe, LLC | 0.00% | No change | 13 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -62.5% | 12 | $2K |
| Marshall Investment Management, LLC | 0.00% | New | 12 | $2K |
| Burk Holdings LLC | 0.00% | Reduce -69.2% | 12 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 12 | $2K |
| HighMark Wealth Management LLC | 0.00% | Reduce -31.3% | 11 | $2K |
| Southern Michigan Bank & Trust | 0.00% | No change | 11 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 10 | $2K |
| Monetary Solutions, Ltd | 0.00% | New | 9 | $1K |
| Advocate Investing Services LLC | 0.00% | No change | 9 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $1K |
| Breakwater Investment Management | 0.00% | New | 8 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -88.2% | 8 | $1K |
| CKW Financial Group | 0.00% | New | 9 | $1K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 6 | $925 |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -14.3% | 6 | $925 |
| Abound Wealth Management | 0.00% | No change | 6 | $925 |
| Richardson Financial Services Inc. | 0.00% | No change | 4 | $616 |
| Caitlin John, LLC | 0.00% | No change | 3 | $487 |
| Mosley Wealth Management | 0.00% | New | 3 | $462 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -87.5% | 2 | $308 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 1 | $154 |
| Compass Financial Management LLC | 0.00% | — | 1 | $154 |
| Cordant, Inc. | 0.00% | New | 1 | $153 |
"% of holder's portfolio" is SAP's weight in each manager's 13F, not the share of Sap SE-Sponsored ADR the manager owns.