Service Corp. InternationalSCI
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 550 institutions reported holding Service Corp. International (SCI) in their 13F filings, up 15 from Q4 2024. 72 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.0B) and Baillie Gifford & Co. ($820.9M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Service Corp. International
- CUSIP
- 817565104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $81.7M |
| Exits | 58 | $91.0M |
All 13F filers, Q4 2024 → Q1 2025: 8,656,330 shares bought and 13,767,329 shares sold, net −5,110,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.5% | 14,136,236 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.2% | 12,948,682 | $1.0B |
| Baillie Gifford & Co. | 0.72% | Reduce -7.1% | 10,235,684 | $820.9M |
| FMR LLC | 0.04% | Add +24.0% | 8,555,583 | $686.2M |
| Select Equity Group, L.P. | 2.51% | Reduce -15.5% | 7,015,048 | $562.6M |
| State Street Corp. | 0.02% | Add +0.3% | 4,608,033 | $369.6M |
| Geode Capital Management, LLC | 0.02% | Add +4.4% | 3,381,920 | $271.3M |
| Swedbank AB | 0.35% | Add +10.2% | 3,250,020 | $260.7M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Reduce -64.6% | 3,166,637 | $254.0M |
| Morgan Stanley | 0.02% | Reduce -14.0% | 3,033,687 | $243.3M |
| Alliancebernstein L.P. | 0.08% | Reduce -7.6% | 2,718,213 | $218.0M |
| FIL Ltd | 0.18% | Add +32.7% | 2,418,763 | $194.0M |
| Neuberger Berman Group LLC | 0.15% | Add +13.6% | 2,179,892 | $174.8M |
| Norges Bank | 0.02% | Add +47.3% | 1,781,065 | $142.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.9% | 1,760,331 | $141.2M |
| Handelsbanken Fonder AB | 0.54% | Reduce -3.1% | 1,642,748 | $131.7M |
| Turtle Creek Asset Management Inc. | 3.66% | Reduce -2.6% | 1,623,179 | $130.2M |
| Capital International Investors | 0.03% | Reduce -41.5% | 1,622,550 | $130.1M |
| Northern Trust Corp. | 0.02% | Reduce -5.0% | 1,568,527 | $125.8M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +62.0% | 1,476,513 | $118.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.6% | 1,421,063 | $114.0M |
| First Manhattan Co. Llc. | 0.28% | Reduce -0.9% | 1,205,881 | $96.7M |
| Premier Fund Managers Ltd | 3.37% | Reduce -0.3% | 1,130,127 | $90.1M |
| Deutsche Bank AG | 0.03% | Add +0.9% | 1,024,608 | $82.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 931,194 | $74.7M |
| Empower Advisory Group, LLC | 0.24% | Reduce -3.5% | 926,706 | $74.3M |
| Bank of America Corp. | 0.01% | Add +47.4% | 890,759 | $71.4M |
| Nordea Investment Management AB | 0.08% | Reduce -3.7% | 889,432 | $71.1M |
| Principal Financial Group Inc. | 0.04% | Add +136.1% | 782,429 | $62.8M |
| HighTower Advisors, LLC | 0.08% | Add +0.3% | 777,936 | $62.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.15% | Reduce -8.0% | 705,122 | $56.6M |
| Coho Partners, Ltd. | 3.38% | Reduce -30.1% | 697,398 | $55.9M |
| Maj Invest Holding A/S | 1.94% | Reduce -5.3% | 667,893 | $53.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.5% | 643,978 | $51.6M |
| Boston Trust Walden Corp | 0.36% | Reduce -0.1% | 612,552 | $49.1M |
| Citadel Advisors | 0.05% | Reduce -25.9% | 601,673 | $48.3M |
| Silvercrest Asset Management Group LLC | 0.32% | Add +47.8% | 551,900 | $44.3M |
| Vaughan David Investments LLC | 0.99% | Add +0.5% | 528,687 | $42.4M |
| Comgest Global Investors S.A.S. | 0.74% | Reduce -3.4% | 514,991 | $41.3M |
| Federated Hermes, Inc. | 0.09% | Add +2.5% | 503,583 | $40.4M |
| UBS Group AG | 0.01% | Reduce -28.4% | 476,565 | $38.2M |
| GW&K Investment Management, LLC | 0.33% | Reduce -0.2% | 450,423 | $36.1M |
| Formuepleje A/S | 2.00% | Add +8.1% | 436,975 | $35.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +48.7% | 417,387 | $33.5M |
| Amundi | 0.01% | Reduce -4.2% | 405,193 | $33.0M |
| Millennium Management | 0.03% | Add +23.1% | 410,038 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 394,623 | $31.6M |
| Rhumbline Advisers | 0.03% | Reduce -11.5% | 392,974 | $31.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +27.6% | 385,628 | $30.9M |
| Invesco Ltd. | 0.01% | Add +46.5% | 381,307 | $30.6M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -4.2% | 369,207 | $29.6M |
| Dudley & Shanley, Inc. | 4.65% | Reduce -1.3% | 368,393 | $29.5M |
| Norinchukin Bank, The | 0.51% | Add +116.9% | 345,999 | $27.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.3% | 345,856 | $27.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.31% | Add +9.0% | 341,553 | $27.4M |
| Nuveen, LLC | 0.01% | — | 332,595 | $26.7M |
| Macquarie Group Ltd. | 0.03% | Reduce -10.0% | 326,593 | $26.2M |
| Verition Fund Management LLC | 0.15% | Add +2239.6% | 309,524 | $24.8M |
| Cwm, LLC | 0.10% | Reduce -3.1% | 306,816 | $24.6M |
| Jennison Associates LLC | 0.02% | Add +3061.2% | 297,404 | $23.9M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.7% | 295,392 | $23.7M |
| Swiss National Bank | 0.02% | Reduce -1.2% | 280,900 | $22.5M |
| AQR Capital Management | 0.02% | Add +1040.1% | 267,352 | $21.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.0% | 261,942 | $21.0M |
| Legal & General Group Plc | 0.01% | Add +4.5% | 254,307 | $20.4M |
| C WorldWide Group Holding A/S | 0.25% | Add +0.2% | 250,917 | $20.1M |
| Two Sigma Investments, LP | 0.04% | New | 247,279 | $19.8M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 233,558 | $18.7M |
| California Public Employees Retirement System | 0.01% | Reduce -1.6% | 233,409 | $18.7M |
| Nicholas Company, Inc. | 0.31% | Reduce -7.8% | 221,660 | $17.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +0.1% | 209,308 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.7% | 206,879 | $16.6M |
| Alps Advisors Inc. | 0.09% | Add +7.8% | 203,344 | $16.3M |
| Raymond James Financial Inc. | 0.01% | Add +23.2% | 200,307 | $16.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -1.4% | 182,775 | $14.8M |
| Retirement Systems of Alabama | 0.05% | Reduce -0.2% | 175,523 | $14.1M |
| Two Sigma Advisers, LP | 0.03% | Add +4050.0% | 174,300 | $14.0M |
| Man Group plc | 0.04% | Add +962.0% | 172,223 | $13.8M |
| Perpetual Ltd | 0.16% | Add +23.0% | 162,809 | $13.1M |
| Payden & Rygel | 1.11% | New | 161,400 | $12.9M |
| Corebridge Financial, Inc. | 0.07% | Reduce -2.7% | 159,264 | $12.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | New | 151,450 | $12.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +47.7% | 150,416 | $12.1M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 147,499 | $11.8M |
| California State Teachers Retirement System | 0.01% | Add +3.4% | 139,618 | $11.2M |
| Gotham Asset Management | 0.09% | Add +20.2% | 137,289 | $11.0M |
| Rheos Capital Works Inc. | 0.88% | No change | 135,000 | $10.8M |
| Sei Investments Co. | 0.01% | Add +9.9% | 134,917 | $10.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.2% | 132,762 | $10.6M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 132,634 | $10.6M |
| Fisher Asset Management | 0.00% | Add +3592.7% | 131,756 | $10.6M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.5% | 126,715 | $10.2M |
| Barclays PLC | 0.00% | Reduce -19.7% | 123,318 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +38.8% | 121,883 | $9.8M |
| Groupama Asset Managment | 0.20% | Add +5.6% | 122,091 | $9.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.5% | 120,849 | $9.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 113,537 | $9.1M |
| Catawba River Capital | 5.38% | Reduce -0.1% | 110,304 | $8.8M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -31.9% | 108,444 | $8.7M |
| Truist Financial Corp. | 0.01% | Reduce -14.4% | 102,573 | $8.2M |
| JGP Wealth Management, LLC | 1.06% | Reduce -14.4% | 100,626 | $8.1M |
| RFG Advisory, LLC | 0.21% | Reduce -23.3% | 98,519 | $7.9M |
| Argent Trust Co | 0.32% | Reduce -0.8% | 97,414 | $7.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.6% | 105,027 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Add +1.2% | 94,742 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.7% | 92,136 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.3% | 88,824 | $7.1M |
| Bell Asset Management Ltd | 1.20% | Add +7.8% | 81,245 | $6.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.8% | 80,016 | $6.4M |
| Banco Santander, S.A. | 0.07% | Reduce -1.8% | 78,461 | $6.3M |
| Corient Private Wealth LP | 0.01% | Reduce -75.3% | 78,303 | $6.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 77,061 | $6.2M |
| Allianz Asset Management GmbH | 0.01% | Add +12.5% | 74,821 | $6.0M |
| Fayez Sarofim & Co | 0.01% | No change | 74,325 | $6.0M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -2.9% | 74,222 | $6.0M |
| First Trust Advisors LP | 0.01% | Add +35.9% | 73,205 | $5.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +12.0% | 71,974 | $5.8M |
| Gateway Investment Advisers LLC | 0.06% | No change | 70,317 | $5.6M |
| South Dakota Investment Council | 0.11% | Reduce -0.6% | 69,580 | $5.6M |
| Jane Street Group, LLC | 0.01% | Reduce -41.1% | 68,894 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Add +23.8% | 66,132 | $5.3M |
| Amalgamated Bank | 0.05% | Reduce -3.6% | 65,952 | $5.3M |
| BDF-Gestion | 0.58% | No change | 65,936 | $5.3M |
| Citigroup Inc. | 0.00% | Reduce -44.8% | 65,734 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.6% | 65,408 | $5.2M |
| D. E. Shaw & Co. | 0.01% | New | 64,902 | $5.2M |
| Opus Capital Group, LLC | 0.66% | Add +0.0% | 63,882 | $5.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.6% | 63,827 | $5.1M |
| Alpine Peaks Capital, LP | 4.51% | Reduce -6.0% | 62,332 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 61,758 | $5.0M |
| Lombard Odier Asset Management (Europe) Ltd | 0.44% | Reduce -40.0% | 60,000 | $4.8M |
| HRT Financial LP | 0.03% | Add +26.8% | 53,960 | $4.3M |
| Capital Research Global Investors | 0.00% | Reduce -66.3% | 52,165 | $4.2M |
| Hudson Bay Capital Management LP | 0.03% | New | 51,909 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.7% | 51,430 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.2% | 51,308 | $4.1M |
| Yousif Capital Management, LLC | 0.05% | Reduce -2.1% | 51,240 | $4.1M |
| Comerica Bank | 0.02% | Reduce -26.9% | 48,165 | $3.9M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -3.8% | 47,561 | $3.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 47,556 | $3.8M |
| Argent Capital Management LLC | 0.12% | Add +0.6% | 47,384 | $3.8M |
| Brant Point Investment Management LLC | 0.91% | Add +363.3% | 46,329 | $3.7M |
| Panagora Asset Management Inc. | 0.02% | No change | 45,938 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -2.7% | 45,193 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Add +0.9% | 45,097 | $3.6M |
| Southeast Asset Advisors, LLC | 0.44% | Reduce -18.8% | 44,818 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +30.6% | 44,453 | $3.6M |
| 2Xideas AG | 0.54% | Add +47.2% | 44,238 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.4% | 43,288 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +4.4% | 42,676 | $3.4M |
| Morton Community Bank | 0.90% | Add +0.7% | 42,655 | $3.4M |
| XTX Topco Ltd | 0.17% | Add +476.3% | 42,170 | $3.4M |
| Asset Management One Co., Ltd. | 0.01% | New | 42,166 | $3.4M |
| Arizona State Retirement System | 0.02% | Reduce -0.9% | 41,586 | $3.3M |
| Empowered Funds, LLC | 0.05% | Add +11.2% | 41,580 | $3.3M |
| Palisade Capital Management, LP | 0.11% | Add +3.8% | 40,660 | $3.3M |
| Louisiana State Employees Retirement System | 0.06% | Add +0.8% | 40,400 | $3.2M |
| Credit Agricole S A | 0.01% | Add +119.7% | 40,127 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -2.6% | 39,559 | $3.2M |
| Stanley-Laman Group, Ltd. | 0.47% | Reduce -5.4% | 37,930 | $3.0M |
| Consolidated Investment Group LLC | 0.46% | Reduce -4.0% | 37,445 | $3.0M |
| Edgestream Partners, L.P. | 0.10% | New | 36,367 | $2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.0% | 36,053 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +11.8% | 35,449 | $2.8M |
| Intech Investment Management LLC | 0.03% | Reduce -32.6% | 35,173 | $2.8M |
| Avion Wealth | 0.72% | No change | 35,100 | $2.8M |
| State of Michigan Retirement System | 0.02% | Add +0.9% | 34,562 | $2.8M |
| Quintet Private Bank (Europe) S.A. | 0.16% | Reduce -1.1% | 34,486 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.9% | 34,473 | $2.8M |
| American Century Companies Inc. | 0.00% | Reduce -1.9% | 33,817 | $2.7M |
| National Bank of Canada | 0.00% | Reduce -5.0% | 32,720 | $2.6M |
| Merit Financial Group, LLC | 0.04% | Add +25.4% | 32,445 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.3% | 32,065 | $2.6M |
| Coldstream Capital Management Inc. | 0.05% | Add +1040.8% | 31,725 | $2.5M |
| New Mexico Educational Retirement Board | 0.09% | No change | 31,400 | $2.5M |
| Quantinno Capital Management LP | 0.02% | Add +33.2% | 31,190 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +12.6% | 31,019 | $2.5M |
| Aurdan Capital Management, LLC | 0.93% | Reduce -39.6% | 30,769 | $2.5M |
| Resources Management Corp. /CT/ | 0.34% | Add +29.2% | 30,400 | $2.4M |
| Aristotle Capital Management, LLC | 0.00% | Reduce -2.8% | 30,019 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -15.8% | 29,400 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -0.3% | 29,325 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 29,220 | $2.3M |
| Qsemble Capital Management, LP | 0.24% | New | 28,745 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -2.0% | 28,374 | $2.3M |
| Linden Thomas Advisory Services, LLC | 0.29% | Add +4.8% | 28,275 | $2.3M |
| BNP Paribas | 0.09% | Add +38.5% | 27,950 | $2.2M |
| Great Lakes Advisors, LLC | 0.02% | Add +2.4% | 27,266 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.16% | Reduce -68.2% | 25,920 | $2.1M |
| Johnson Financial Group, Inc. | 0.09% | Add +5.1% | 24,136 | $1.9M |
| Marshall Wace, LLP | 0.00% | New | 24,091 | $1.9M |
| Capital International, Inc. | 0.02% | Reduce -19.8% | 23,551 | $1.9M |
| Utah Retirement Systems | 0.02% | Reduce -0.7% | 23,488 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 22,909 | $1.8M |
| Northwest & Ethical Investments L.P. | 0.05% | Reduce -42.4% | 22,679 | $1.8M |
| BW Gestao de Investimentos Ltda. | 0.20% | No change | 22,300 | $1.8M |
| Creative Planning | 0.00% | Add +8.7% | 21,802 | $1.7M |
| Pitcairn Co. | 0.10% | Reduce -13.5% | 21,578 | $1.7M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.91% | Add +110.0% | 21,000 | $1.7M |
| Ethic Inc. | 0.03% | Reduce -2.9% | 20,619 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +4.0% | 20,276 | $1.6M |
| Amica Mutual Insurance Co. | 0.18% | No change | 20,003 | $1.6M |
| RBF Capital, LLC | 0.10% | No change | 20,000 | $1.6M |
| STRS Ohio | 0.01% | Reduce -26.7% | 19,263 | $1.5M |
| Henshaw Capital LLC | 0.07% | Add +0.4% | 18,880 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -28.0% | 18,873 | $1.5M |
| Clough Capital Partners L P | 0.19% | Add +52.7% | 18,685 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 18,433 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.4% | 18,360 | $1.5M |
| Howland Capital Management LLC | 0.07% | No change | 18,314 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | New | 18,297 | $1.5M |
| Crawford Investment Counsel Inc. | 0.03% | Add +9.8% | 18,261 | $1.5M |
| B&I Capital AG | 0.46% | Add +5.6% | 17,610 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +5.3% | 17,536 | $1.4M |
| Quantbot Technologies LP | 0.04% | New | 17,192 | $1.4M |
| Mirabaud Asset Management Ltd | 0.70% | No change | 16,891 | $1.3M |
| Xponance LLC | 0.01% | Reduce -6.4% | 16,664 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.1% | 16,213 | $1.3M |
| M&T Bank Corp | 0.00% | Add +28.7% | 15,999 | $1.3M |
| Knollwood Investment Advisory, LLC | 0.14% | No change | 15,868 | $1.3M |
| AlTi Global, Inc. | 0.03% | No change | 15,814 | $1.3M |
| Bluespring Wealth Management, LLC | 0.13% | Reduce -2.9% | 15,664 | $1.3M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -45.5% | 15,384 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 15,116 | $1.2M |
| Leavell Investment Management, Inc. | 0.06% | No change | 15,024 | $1.2M |
| Lee Financial Co | 0.18% | Reduce -10.8% | 15,017 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 15,016 | $1.2M |
| Banque Cantonale Vaudoise | 0.05% | — | 15,000 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +0.6% | 14,825 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +1.3% | 14,818 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +19.3% | 14,581 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -5.8% | 14,314 | $1.1M |
| Caxton Associates LLP | 0.04% | — | 14,231 | $1.1M |
| Acadian Asset Management LLC | 0.00% | Add +23.6% | 14,208 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -7.8% | 13,908 | $1.1M |
| Mariner, LLC | 0.00% | Add +4.0% | 13,536 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -71.7% | 13,065 | $1.0M |
| Monument Capital Management | 0.32% | Reduce -0.1% | 13,061 | $1.0M |
| CX Institutional | 0.04% | Add +13.3% | 12,494 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.9% | 12,349 | $990K |
| Pinnacle Associates Ltd. | 0.01% | No change | 12,060 | $967K |
| Fiduciary Trust Co | 0.01% | New | 11,780 | $945K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +9.8% | 11,595 | $930K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -3.4% | 10,960 | $879K |
| Iams Wealth Management, LLC | 0.40% | Add +13.5% | 10,944 | $878K |
| Securian Asset Management, Inc. | 0.03% | No change | 10,933 | $877K |
| SG Americas Securities, LLC | 0.00% | New | 10,840 | $869K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +0.1% | 10,710 | $859K |
| Focus Partners Wealth | 0.00% | Add +3.1% | 10,571 | $848K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -76.4% | 10,552 | $846K |
| Letson Investment Management, Inc. | 0.33% | No change | 10,229 | $820K |
| CCM Investment Group, LLC | 0.09% | Add +3.5% | 10,237 | $817K |
| Round Hill Asset Management | 0.58% | Reduce -3.5% | 10,105 | $810K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10,025 | $804K |
| Ritholtz Wealth Management | 0.02% | Add +7.4% | 9,966 | $799K |
| Exchange Traded Concepts, LLC | 0.01% | New | 9,911 | $795K |
| AE Wealth Management LLC | 0.01% | Add +0.1% | 9,733 | $781K |
| United Services Automobile Association | 0.02% | New | 9,608 | $767K |
| Compound Planning, Inc. | 0.03% | Add +7.9% | 9,212 | $739K |
| Sanctuary Advisors, LLC | 0.01% | Add +50.7% | 9,111 | $731K |
| Sciencast Management LP | 0.17% | New | 9,000 | $722K |
| Commerce Bank | 0.00% | Add +0.7% | 8,840 | $709K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.0% | 8,617 | $691K |
| Ascent Wealth Partners, LLC | 0.09% | Reduce -2.3% | 8,598 | $690K |
| Cadinha & Co. LLC | 0.15% | New | 8,575 | $688K |
| Legacy Advisors, LLC | 0.07% | Reduce -5.4% | 8,334 | $668K |
| Inceptionr LLC | 0.20% | Reduce -61.7% | 8,159 | $654K |
| Sepio Capital, LP | 0.05% | Reduce -1.1% | 8,102 | $650K |
| Tranquility Partners, LLC | 0.25% | Add +1.7% | 8,060 | $646K |
| Procyon Advisors, LLC | 0.04% | Add +7.7% | 7,984 | $640K |
| Heritage Investors Management Corp. | 0.02% | No change | 7,963 | $639K |
| Prospera Financial Services Inc | 0.01% | Add +37.2% | 7,941 | $637K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.5% | 7,816 | $627K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 7,781 | $624K |
| Cibc World Market Inc. | 0.00% | Reduce -17.4% | 7,544 | $605K |
| Roberts Capital Advisors, LLC | 0.52% | No change | 7,463 | $599K |
| Tudor Investment Corporation | 0.01% | New | 7,412 | $594K |
| Baird Financial Group, Inc. | 0.00% | Add +44.0% | 7,355 | $590K |
| &partners | 0.01% | New | 8,043 | $589K |
| Cresset Asset Management, LLC | 0.00% | Reduce -32.4% | 7,261 | $582K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.1% | 7,255 | $582K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -23.4% | 7,077 | $568K |
| IMS Capital Management | 0.28% | Add +0.0% | 6,989 | $561K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.0% | 6,985 | $560K |
| HB Wealth Management, LLC | 0.00% | Add +18.2% | 6,961 | $558K |
| Capital Investment Advisory Services, LLC | 0.05% | New | 6,840 | $549K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -16.1% | 6,834 | $548K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.5% | 6,570 | $527K |
| Bridgefront Capital, LLC | 0.15% | Add +40.5% | 6,500 | $521K |
| HSBC Holdings PLC | 0.00% | Reduce -42.2% | 6,499 | $521K |
| DAVENPORT & Co LLC | 0.00% | Add +22.1% | 6,497 | $521K |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 6,486 | $520K |
| Algert Global LLC | 0.01% | New | 6,400 | $513K |
| Callan Family Office, LLC | 0.04% | Reduce -59.3% | 6,302 | $505K |
| Axq Capital, LP | 0.20% | New | 6,269 | $503K |
| KBC Group NV | 0.00% | Add +10.0% | 6,222 | $499K |
| ProShare Advisors LLC | 0.00% | Reduce -9.2% | 6,144 | $493K |
| MML Investors Services, LLC | 0.00% | Reduce -7.8% | 6,113 | $490K |
| Oxford Asset Management LLP | 0.23% | New | 6,094 | $489K |
| King Luther Capital Management Corp. | 0.00% | No change | 6,045 | $485K |
| Waddell & Associates, LLC | 0.06% | No change | 6,007 | $482K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -43.2% | 6,001 | $481K |
| Quadrant Capital Group LLC | 0.02% | Add +142.2% | 5,887 | $472K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +61.1% | 5,779 | $463K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -11.8% | 5,688 | $456K |
| London Co. of Virginia | 0.00% | No change | 5,661 | $454K |
| Buckhead Capital Management LLC | 0.14% | No change | 5,635 | $452K |
| Brighton Jones LLC | 0.01% | Add +3.1% | 5,615 | $450K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -43.0% | 5,591 | $448K |
| CI Investments Inc. | 0.00% | Add +9.8% | 5,535 | $444K |
| Aire Advisors, LLC | 0.09% | No change | 5,500 | $441K |
| Pacer Advisors, Inc. | 0.00% | Reduce -74.9% | 5,410 | $434K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 5,409 | $434K |
| LWM Advisory Services, LLC | 0.30% | No change | 5,333 | $428K |
| AlphaQuest LLC | 0.05% | New | 5,311 | $426K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.4% | 5,301 | $425K |
| Aurora Investment Counsel | 0.23% | Add +1.7% | 5,280 | $423K |
| 111 Capital | 0.08% | New | 5,250 | $421K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.2% | 5,228 | $419K |
| Shelton Capital Management | 0.01% | Reduce -5.4% | 5,197 | $417K |
| US Bancorp \de | 0.00% | Add +4.4% | 5,167 | $414K |
| Cadent Capital Advisors, LLC | 0.16% | Add +0.3% | 5,114 | $410K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.3% | 5,049 | $405K |
| Tiaa Trust, National Association | 0.00% | Add +0.0% | 5,032 | $404K |
| Corient IA LP | 0.28% | — | 5,000 | $401K |
| Stephens Inc. | 0.01% | No change | 5,000 | $401K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +57.3% | 4,985 | $400K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +57.3% | 4,985 | $400K |
| Evergreen Capital Management LLC | 0.01% | Add +8.9% | 4,954 | $397K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 4,940 | $396K |
| Ossiam | 0.01% | Reduce -33.2% | 4,893 | $392K |
| Centiva Capital, LP | 0.02% | Reduce -78.4% | 4,888 | $392K |
| Fox Run Management, L.L.C. | 0.06% | Add +50.8% | 4,856 | $389K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.3% | 4,673 | $375K |
| Fairfield Financial Advisors, LTD | 0.14% | Add +95.1% | 4,662 | $374K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -26.1% | 4,596 | $369K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.3% | 4,594 | $368K |
| Larson Financial Group LLC | 0.02% | Add +18.4% | 4,421 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 4,316 | $346K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 4,256 | $341K |
| Farringdon Capital, Ltd. | 0.17% | New | 4,232 | $339K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.4% | 4,196 | $337K |
| Indie Asset Partners, LLC | 0.29% | No change | 4,161 | $334K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.1% | 4,123 | $331K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 4,119 | $330K |
| Arete Wealth Advisors, LLC | 0.03% | Add +31.8% | 4,119 | $330K |
| Perbak Capital Partners LLP | 0.24% | New | 4,093 | $328K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -33.0% | 4,027 | $323K |
| Tobam | 0.14% | Add +502.3% | 3,939 | $316K |
| Lido Advisors, LLC | 0.00% | Add +1.7% | 3,922 | $315K |
| Bayesian Capital Management, LP | 0.05% | Reduce -79.6% | 3,900 | $313K |
| Vigilare Wealth Management | 0.12% | No change | 3,860 | $310K |
| Proficio Capital Partners LLC | 0.02% | Add +3.6% | 3,859 | $309K |
| Townsquare Capital LLC | 0.00% | New | 3,846 | $308K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 3,830 | $307K |
| Allworth Financial LP | 0.00% | Add +0.9% | 3,845 | $304K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.0% | 3,777 | $303K |
| Sanders Morris Harris LLC | 0.05% | Reduce -6.0% | 3,760 | $302K |
| Silverleafe Capital Partners, LLC | 0.10% | No change | 3,750 | $301K |
| Thomas Story & Son LLC | 0.12% | No change | 3,700 | $297K |
| Summit Financial, LLC | 0.01% | No change | 3,664 | $294K |
| Global Trust Asset Management, LLC | 0.18% | New | 3,605 | $289K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,502 | $281K |
| Farther Finance Advisors, LLC | 0.01% | Add +273.1% | 3,436 | $278K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.8% | 3,432 | $275K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -71.4% | 3,425 | $275K |
| Tidal Investments LLC | 0.00% | Reduce -97.9% | 3,416 | $274K |
| Profund Advisors LLC | 0.01% | Reduce -3.1% | 3,368 | $270K |
| PharVision Advisers, LLC | 0.37% | New | 3,352 | $269K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -54.8% | 3,368 | $269K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -35.9% | 3,330 | $267K |
| Vident Advisory, LLC | 0.00% | New | 3,252 | $261K |
| University of Chicago | 0.39% | New | 3,250 | $261K |
| Patron Partners, LLC | 0.14% | No change | 3,200 | $257K |
| First Horizon Advisors, Inc. | 0.01% | No change | 3,193 | $256K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.8% | 3,179 | $255K |
| Seeds Investor LLC | 0.07% | Add +9.8% | 3,157 | $253K |
| UMB Bank, n.a. | 0.00% | Add +29.0% | 3,132 | $251K |
| InTrack Investment Management Inc | 0.22% | No change | 3,000 | $241K |
| Tufton Capital Management | 0.05% | Reduce -25.0% | 3,000 | $241K |
| Point Windward Advisors Inc. | 0.10% | No change | 2,982 | $239K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.1% | 2,962 | $238K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -79.2% | 2,941 | $236K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,940 | $236K |
| Forum Financial Management, LP | 0.00% | Reduce -20.7% | 2,873 | $230K |
| Plimoth Trust Co. LLC | 0.06% | No change | 2,860 | $229K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +10.2% | 2,841 | $228K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.4% | 2,817 | $226K |
| Signaturefd, LLC | 0.00% | Add +2.4% | 2,799 | $224K |
| Savvy Advisors, Inc. | 0.02% | New | 2,795 | $224K |
| Choreo, LLC | 0.00% | Reduce -9.0% | 2,793 | $224K |
| Claret Asset Management Corp | 0.04% | Add +0.1% | 2,719 | $218K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.4% | 2,710 | $217K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -1.2% | 2,700 | $217K |
| Wolverine Trading, LLC | 0.01% | New | 2,692 | $215K |
| Atria Investments, Inc | 0.00% | Reduce -17.2% | 2,657 | $213K |
| Walleye Trading LLC | 0.01% | New | 2,636 | $211K |
| Savant Capital, LLC | 0.00% | Reduce -3.4% | 2,613 | $210K |
| Trust Co | 0.02% | No change | 2,595 | $208K |
| Financial Management Network Inc. | 0.05% | Add +0.1% | 2,748 | $206K |
| Keybank National Association | 0.00% | Reduce -42.4% | 2,560 | $205K |
| Smithfield Trust Co | 0.01% | Reduce -1.7% | 2,558 | $205K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 2,555 | $205K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 2,553 | $205K |
| Waverly Advisors, LLC | 0.00% | New | 2,548 | $204K |
| 1858 Wealth Management, LLC | 0.17% | No change | 2,539 | $204K |
| GAMMA Investing LLC | 0.02% | Add +20.3% | 2,539 | $204K |
| Sargent Investment Group, LLC | 0.03% | New | 2,528 | $203K |
| Global Financial Private Client, LLC | 0.08% | Add +0.8% | 2,523 | $202K |
| Amica Retiree Medical Trust | 0.25% | Reduce -15.4% | 2,006 | $161K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.2% | 1,951 | $156K |
| Principal Securities, Inc. | 0.00% | No change | 1,936 | $155K |
| Steph & Co. | 0.06% | Reduce -3.7% | 1,926 | $154K |
| Aquatic Capital Management LLC | 0.00% | Reduce -94.2% | 1,926 | $154K |
| Founders Capital Management | 0.10% | No change | 1,888 | $151K |
| Icon Wealth Advisors, LLC | 0.01% | Add +16.4% | 1,814 | $145K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.9% | 1,760 | $141K |
| Alaska Permanent Fund Corp | 0.00% | No change | 1,585 | $127K |
| Bayforest Capital Ltd | 0.05% | New | 1,530 | $123K |
| Fifth Third Bancorp | 0.00% | Add +12.2% | 1,426 | $114K |
| Clearstead Advisors, LLC | 0.00% | Add +3.5% | 1,381 | $111K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 1,168 | $94K |
| WPG Advisers, LLC | 0.08% | Reduce -20.3% | 1,071 | $86K |
| Quarry LP | 0.02% | Add +127.3% | 1,066 | $85K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 1,059 | $85K |
| Avalon Trust Co | 0.01% | No change | 1,000 | $80K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.4% | 998 | $80K |
| Spire Wealth Management | 0.00% | Add +0.1% | 950 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 928 | $75K |
| Huntington National Bank | 0.00% | Add +8.7% | 863 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +48.7% | 815 | $65K |
| Gables Capital Management Inc. | 0.03% | No change | 812 | $65K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $63K |
| State of Wyoming | 0.01% | New | 789 | $63K |
| IFP Advisors, Inc | 0.00% | Add +87.2% | 700 | $60K |
| Whipplewood Advisors, LLC | 0.04% | Reduce -38.6% | 464 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.8% | 728 | $58K |
| Group One Trading LLC | 0.00% | New | 694 | $56K |
| MAI Capital Management | 0.00% | Add +14.1% | 657 | $53K |
| Vision Financial Markets LLC | 0.06% | Add +0.5% | 648 | $52K |
| Central Pacific Bank - Trust Division | 0.01% | Add +0.6% | 643 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 642 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +74.1% | 625 | $50K |
| Asset Dedication, LLC | 0.00% | No change | 586 | $47K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.5% | 554 | $44K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -19.3% | 409 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 400 | $32K |
| Clark Wealth Partners | 0.02% | No change | 385 | $31K |
| SBI Securities Co., Ltd. | 0.00% | Add +15.0% | 353 | $28K |
| Assetmark, Inc. | 0.00% | Add +225.9% | 352 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +51.8% | 343 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +16.7% | 335 | $27K |
| Shell Asset Management Co. | 0.00% | Reduce -86.5% | 326 | $26K |
| McIlrath & Eck, LLC | 0.00% | Add +0.3% | 323 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 300 | $24K |
| Quent Capital, LLC | 0.00% | Add +19.7% | 292 | $23K |
| Rise Advisors, LLC | 0.01% | Reduce -31.6% | 286 | $23K |
| Blue Trust, Inc. | 0.00% | Add +44.3% | 280 | $22K |
| Truvestments Capital LLC | 0.00% | New | 271 | $22K |
| Optiver Holding B.V. | 0.00% | New | 266 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 264 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | New | 260 | $21K |
| NFSG Corp | 0.00% | Add +0.4% | 245 | $20K |
| Lanark Financial, Inc. | 0.00% | — | 238 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.7% | 226 | $18K |
| Brooklyn Investment Group | 0.00% | Add +79.2% | 215 | $17K |
| Asset Planning,Inc | 0.01% | Add +4.0% | 208 | $17K |
| Lavaca Capital LLC | 0.01% | No change | 203 | $16K |
| Hoey Investments, Inc. | 0.00% | New | 194 | $16K |
| Covestor Ltd | 0.01% | Add +1.6% | 185 | $15K |
| Hemington Wealth Management | 0.00% | Add +43.9% | 187 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 149 | $12K |
| Clearstead Trust, LLC | 0.00% | New | 139 | $11K |
| Richardson Capital Management LLC | 0.01% | New | 135 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 130 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 122 | $10K |
| Chilton Capital Management LLC | 0.00% | No change | 122 | $10K |
| Leonteq Securities AG | 0.00% | No change | 120 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +75.4% | 107 | $9K |
| Whittier Trust Co. | 0.00% | No change | 107 | $9K |
| Red Tortoise LLC | 0.00% | No change | 103 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +87.0% | 101 | $8K |
| CNB Bank | 0.00% | No change | 100 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 100 | $8K |
| Danske Bank A/S | 0.00% | No change | 100 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +19.8% | 97 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 94 | $8K |
| TD Private Client Wealth LLC | 0.00% | No change | 94 | $8K |
| Bokf, NA | 0.00% | New | 94 | $8K |
| West Branch Capital LLC | 0.00% | New | 93 | $7K |
| HFM Investment Advisors, LLC | 0.00% | — | 89 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 85 | $7K |
| Synergy Investment Management, LLC | 0.00% | No change | 83 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 74 | $6K |
| Hughes Financial Services, LLC | 0.00% | New | 73 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 68 | $5K |
| Centricity Wealth Management, LLC | 0.00% | No change | 66 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 66 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 64 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 64 | $5K |
| Trust Co. of Vermont | 0.00% | New | 62 | $5K |
| Beacon Capital Management, LLC | 0.00% | Reduce -28.1% | 59 | $5K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 61 | $5K |
| American Capital Advisory, LLC | 0.00% | No change | 54 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 53 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 53 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 51 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 51 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | Add +10.9% | 51 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $4K |
| Creekmur Asset Management LLC | 0.00% | Add +2.3% | 44 | $3K |
| Motco | 0.00% | No change | 40 | $3K |
| Mather Group, Llc. | 0.00% | No change | 40 | $3K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -41.5% | 38 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 33 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 33 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 30 | $2K |
| Accent Capital Management, LLC | 0.00% | New | 28 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 28 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 27 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 26 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +36.8% | 26 | $2K |
| SWAN Capital LLC | 0.00% | No change | 25 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.9% | 25 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 23 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 20 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 19 | $2K |
| True Wealth Design, LLC | 0.00% | Add +5.6% | 19 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 18 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 16 | $1K |
| ROSS\JOHNSON & Associates LLC | 0.02% | New | 14 | $1K |
| Greenline Partners, LLC | 0.00% | New | 12 | $962 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $883 |
| Tortoise Investment Management, LLC | 0.00% | No change | 11 | $882 |
| First Command Advisory Services, Inc. | 0.00% | New | 11 | $882 |
| Sachetta, LLC | 0.00% | No change | 10 | $802 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $722 |
| NewSquare Capital LLC | 0.00% | Add +125.0% | 9 | $722 |
| Cromwell Holdings LLC | 0.00% | New | 8 | $642 |
| Private Trust Co. NA | 0.00% | New | 8 | $642 |
| CVA Family Office, LLC | 0.00% | New | 6 | $481 |
| Rothschild Investment LLC | 0.00% | No change | 6 | $481 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 5 | $401 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 5 | $401 |
| SouthState Bank Corp | 0.00% | New | 5 | $401 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -33.3% | 4 | $300 |
| Harbour Investments, Inc. | 0.00% | Reduce -91.7% | 2 | $160 |
| High Note Wealth, LLC | 0.00% | No change | 2 | $160 |
"% of holder's portfolio" is SCI's weight in each manager's 13F, not the share of Service Corp. International the manager owns.