Service Corp. InternationalSCI
13F holders, Q1 2026 (March 31)564holders +10
63new positions
55sold out
5famous investors
$82.39avg. 13F price*
At the end of Q1 2026, 564 institutions reported holding Service Corp. International (SCI) in their 13F filings, up 10 from Q4 2025. 63 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.2B), Baillie Gifford & Co. ($710.0M) and Vanguard Portfolio Management LLC ($577.4M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Service Corp. International
- CUSIP
- 817565104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $134.9M |
| Exits | 55 | $97.0M |
All 13F filers, Q4 2025 → Q1 2026: 12,024,380 shares bought and 5,539,004 shares sold, net +6,485,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| BlackRock, Inc. | 0.02% | Add +1.7% | 14,248,303 | $1.2B |
| Baillie Gifford & Co. | 0.73% | Reduce -6.1% | 8,605,439 | $710.0M |
| Vanguard Portfolio Management LLC | 0.03% | — | 6,997,939 | $577.4M |
| T. Rowe Price Investment Management, Inc. | 0.38% | Add +36.0% | 6,634,818 | $547.4M |
| Select Equity Group, L.P. | 2.69% | Reduce -4.9% | 6,113,751 | $504.4M |
| FMR LLC | 0.03% | Reduce -10.4% | 6,011,549 | $496.0M |
| Vanguard Capital Management LLC | 0.01% | — | 5,999,374 | $495.0M |
| State Street Corp. | 0.01% | Add +0.1% | 4,401,510 | $363.2M |
| Swedbank AB | 0.36% | Add +12.8% | 4,168,096 | $343.9M |
| Invesco Ltd. | 0.03% | Add +857.2% | 3,625,765 | $299.2M |
| Geode Capital Management, LLC | 0.02% | Add +4.7% | 3,614,869 | $298.3M |
| Morgan Stanley | 0.02% | Add +5.6% | 3,464,763 | $285.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +4.7% | 2,287,873 | $188.8M |
| FIL Ltd | 0.13% | Reduce -0.5% | 2,094,893 | $172.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -1.1% | 2,068,807 | $161.3M |
| Neuberger Berman Group LLC | 0.11% | Reduce -5.3% | 1,729,841 | $142.7M |
| Capital International Investors | 0.03% | Add +0.2% | 1,630,975 | $134.6M |
| Nordea Investment Management AB | 0.12% | Add +49.9% | 1,617,269 | $132.1M |
| HighTower Advisors, LLC | 0.13% | Add +0.1% | 1,473,006 | $121.5M |
| Bank of America Corp. | 0.01% | Add +2.3% | 1,376,924 | $113.6M |
| Northern Trust Corp. | 0.01% | Add +1.9% | 1,340,117 | $110.6M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -22.1% | 1,246,343 | $102.8M |
| First Manhattan Co. Llc. | 0.27% | Reduce -2.0% | 1,162,964 | $96.0M |
| Turtle Creek Asset Management Inc. | 3.59% | Add +12.0% | 1,161,496 | $95.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.5% | 1,150,461 | $94.9M |
| Deutsche Bank AG | 0.03% | Add +4.5% | 1,055,520 | $87.1M |
| UBS Group AG | 0.01% | Reduce -4.8% | 1,014,965 | $83.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 984,255 | $81.2M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 858,942 | $70.9M |
| Handelsbanken Fonder AB | 0.23% | Reduce -13.9% | 849,848 | $70.1M |
| Principal Financial Group Inc. | 0.03% | Reduce -11.0% | 722,372 | $59.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +125.2% | 696,910 | $57.5M |
| AQR Capital Management | 0.03% | Reduce -31.5% | 666,556 | $54.9M |
| Two Sigma Investments, LP | 0.04% | Add +154.6% | 629,861 | $52.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.05% | New | 627,713 | $51.8M |
| Federated Hermes, Inc. | 0.08% | Add +29.6% | 625,642 | $51.6M |
| Boston Trust Walden Corp | 0.41% | Reduce -2.4% | 602,753 | $49.7M |
| Silvercrest Asset Management Group LLC | 0.36% | Add +5.3% | 597,047 | $49.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +18.8% | 559,856 | $46.2M |
| Premier Fund Managers Ltd | 3.15% | Reduce -15.8% | 545,761 | $44.5M |
| Vaughan David Investments LLC | 0.93% | Add +0.9% | 535,214 | $44.2M |
| Wellington Management Group LLP | 0.01% | Reduce -0.5% | 475,571 | $39.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 444,997 | $36.7M |
| GW&K Investment Management, LLC | 0.31% | Reduce -1.6% | 426,427 | $35.2M |
| D. E. Shaw & Co. | 0.03% | Add +73.7% | 425,680 | $35.1M |
| Comgest Global Investors S.A.S. | 0.75% | Reduce -18.3% | 414,572 | $34.2M |
| RFG Advisory, LLC | 0.62% | Reduce -0.4% | 409,838 | $33.8M |
| Acadian Asset Management LLC | 0.05% | Reduce -12.3% | 400,369 | $33.0M |
| TD Asset Management Inc | 0.03% | Add +24.3% | 394,268 | $32.5M |
| Nuveen, LLC | 0.01% | Reduce -0.8% | 384,024 | $31.7M |
| Maj Invest Holding A/S | 1.36% | Reduce -0.7% | 374,929 | $30.9M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 374,108 | $30.9M |
| Dudley & Shanley, Inc. | 4.96% | No change | 367,633 | $30.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 371,924 | $30.3M |
| Candriam S.C.A. | 0.15% | New | 360,195 | $29.7M |
| Norinchukin Bank, The | 0.34% | Reduce -4.3% | 355,014 | $29.3M |
| Global Alpha Capital Management Ltd. | 1.73% | New | 347,647 | $28.7M |
| Gotham Asset Management | 0.08% | Add +32.3% | 334,340 | $27.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Reduce -20.7% | 331,297 | $27.3M |
| Retirement Systems of Alabama | 0.09% | Add +0.8% | 327,883 | $27.1M |
| California Public Employees Retirement System | 0.02% | Reduce -10.2% | 322,038 | $26.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.8% | 318,985 | $26.3M |
| ProShare Advisors LLC | 0.04% | Add +5556.8% | 317,970 | $26.2M |
| Cwm, LLC | 0.07% | Reduce -4.2% | 301,173 | $24.8M |
| Amundi | 0.01% | Reduce -26.8% | 297,819 | $24.6M |
| Clearbridge Investments, LLC | 0.02% | Add +0.1% | 292,341 | $24.1M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -4.5% | 281,286 | $23.2M |
| Swiss National Bank | 0.01% | No change | 277,500 | $22.9M |
| Franklin Resources Inc. | 0.01% | Add +778.2% | 275,007 | $22.7M |
| Erste Asset Management GmbH | 0.21% | Add +20.1% | 274,349 | $22.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.21% | Add +6.6% | 261,605 | $21.6M |
| Raymond James Financial Inc. | 0.01% | Add +2.3% | 253,277 | $20.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 250,868 | $20.7M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -12.7% | 246,311 | $20.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.21% | Reduce -21.2% | 280,821 | $19.7M |
| C WorldWide Group Holding A/S | 0.41% | Reduce -6.9% | 229,430 | $18.9M |
| BNP Paribas Financial Markets | 0.01% | Add +719.5% | 226,954 | $18.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -1.3% | 210,263 | $17.3M |
| Nicholas Company, Inc. | 0.34% | Add +0.0% | 210,135 | $17.3M |
| Legal & General Group Plc | 0.00% | Reduce -9.2% | 198,762 | $16.4M |
| Alps Advisors Inc. | 0.07% | Reduce -4.6% | 186,393 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +53.4% | 183,359 | $15.1M |
| Perpetual Ltd | 0.23% | Add +1.6% | 183,096 | $15.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +7.4% | 168,512 | $13.9M |
| Groupama Asset Managment | 0.20% | Add +28.6% | 166,382 | $13.7M |
| Panagora Asset Management Inc. | 0.05% | Add +470.3% | 165,130 | $13.6M |
| California State Teachers Retirement System | 0.01% | Add +18.3% | 164,939 | $13.6M |
| Barclays PLC | 0.00% | Add +55.3% | 161,626 | $13.3M |
| LPL Financial LLC | 0.00% | Add +1.3% | 159,553 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 154,651 | $12.8M |
| Assetmark, Inc. | 0.03% | Add +388.4% | 150,485 | $12.4M |
| State of Wisconsin Investment Board | 0.03% | Add +41.5% | 148,776 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.0% | 129,886 | $10.7M |
| Fisher Asset Management | 0.00% | Reduce -3.0% | 127,093 | $10.5M |
| HRT Financial LP | 0.03% | Add +220.2% | 124,637 | $10.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 124,342 | $10.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +1.3% | 123,572 | $10.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.6% | 123,299 | $10.2M |
| Trexquant Investment LP | 0.07% | Reduce -48.7% | 114,430 | $9.4M |
| Catawba River Capital | 4.48% | Reduce -0.1% | 112,430 | $9.3M |
| Aureus Asset Management, LLC | 0.62% | Add +196.8% | 112,192 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +34.7% | 108,128 | $8.9M |
| Sei Investments Co. | 0.01% | Reduce -2.3% | 107,315 | $8.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 103,224 | $8.5M |
| AMF Tjanstepension AB | 0.05% | Add +10.9% | 99,465 | $8.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.6% | 97,599 | $8.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.8% | 97,243 | $8.0M |
| Argent Trust Co | 0.26% | Reduce -0.7% | 94,213 | $7.8M |
| Quantinno Capital Management LP | 0.01% | Add +19.9% | 93,452 | $7.7M |
| JGP Wealth Management, LLC | 0.75% | Reduce -13.8% | 87,760 | $7.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.3% | 82,661 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Add +1.8% | 78,621 | $6.5M |
| Nordwand Advisors, LLC | 1.08% | Add +0.1% | 75,100 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +6.7% | 75,094 | $6.2M |
| Fayez Sarofim & Co | 0.02% | No change | 74,325 | $6.1M |
| Gateway Investment Advisers LLC | 0.07% | Add +2.2% | 72,050 | $5.9M |
| MetLife Investment Management, LLC | 0.03% | Add +0.0% | 68,440 | $5.6M |
| Amalgamated Bank | 0.04% | Add +1.8% | 62,930 | $5.2M |
| Janus Henderson Group PLC | 0.00% | No change | 61,527 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 58,983 | $4.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 58,378 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -0.3% | 57,881 | $4.8M |
| New Age Alpha Advisors, LLC | 0.22% | Reduce -3.7% | 57,655 | $4.8M |
| KBC Group NV | 0.01% | Add +1392.1% | 55,237 | $4.6M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 54,427 | $4.5M |
| Castlefield Investment Partners LLP | 3.39% | Add +4.9% | 53,696 | $4.4M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -8.6% | 53,354 | $4.4M |
| JLB & Associates Inc. | 0.63% | Reduce -2.2% | 52,968 | $4.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +20.5% | 50,963 | $4.2M |
| Bell Asset Management Ltd | 1.23% | Reduce -9.2% | 50,816 | $4.2M |
| Morton Community Bank | 0.89% | Add +1.6% | 49,780 | $4.1M |
| Avion Wealth | 0.80% | Add +1.3% | 47,089 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.7% | 46,781 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +12.1% | 46,422 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +20.3% | 46,137 | $3.8M |
| Amica Mutual Insurance Co. | 0.32% | Add +128.0% | 45,607 | $3.8M |
| Opus Capital Group, LLC | 0.40% | Add +4.7% | 45,570 | $3.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 45,056 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +404.1% | 44,617 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +635.2% | 44,232 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.5% | 42,450 | $3.5M |
| Southeast Asset Advisors, LLC | 0.38% | Reduce -4.0% | 42,142 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | No change | 42,137 | $3.5M |
| Resources Management Corp. /CT/ | 0.46% | Reduce -0.8% | 41,553 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -3.4% | 41,296 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 41,056 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -29.5% | 40,855 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Add +4.1% | 40,400 | $3.3M |
| Aristotle Capital Boston, LLC | 0.21% | Add +1.4% | 40,187 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 40,105 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.3% | 39,691 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.8% | 39,563 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +2450.3% | 39,556 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.8% | 39,061 | $3.2M |
| Consolidated Investment Group LLC | 0.35% | Add +3.2% | 38,635 | $3.2M |
| Arizona State Retirement System | 0.02% | Reduce -2.1% | 38,528 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +516.8% | 37,881 | $3.1M |
| Stanley-Laman Group, Ltd. | 0.37% | Add +3.3% | 36,338 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -47.7% | 35,437 | $2.9M |
| Holocene Advisors, LP | 0.01% | New | 35,387 | $2.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 35,192 | $2.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.6% | 34,883 | $2.9M |
| American Century Companies Inc. | 0.00% | Reduce -2.6% | 34,343 | $2.8M |
| Palisade Capital Management, LP | 0.10% | Reduce -18.4% | 34,312 | $2.8M |
| State of Michigan Retirement System | 0.01% | Add +0.9% | 33,462 | $2.8M |
| Creative Planning | 0.00% | Add +5.3% | 33,098 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.4% | 33,020 | $2.7M |
| Linden Thomas Advisory Services, LLC | 0.26% | Add +2.8% | 32,992 | $2.7M |
| D.A. Davidson & Co. | 0.02% | New | 32,562 | $2.7M |
| 2Xideas AG | 1.03% | Reduce -12.4% | 31,850 | $2.6M |
| Clough Capital Partners L P | 0.25% | Add +3.2% | 31,659 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.6% | 31,190 | $2.6M |
| South Dakota Investment Council | 0.05% | Reduce -6.0% | 31,109 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.3% | 30,900 | $2.5M |
| BDF-Gestion | 0.33% | No change | 30,000 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.5% | 29,588 | $2.4M |
| Compagnie Lombard Odier SCmA | 0.03% | Reduce -6.8% | 29,210 | $2.4M |
| New Mexico Educational Retirement Board | 0.07% | No change | 29,100 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Add +17.8% | 28,639 | $2.4M |
| Credit Agricole S A | 0.01% | No change | 28,628 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.1% | 28,609 | $2.4M |
| Westerkirk Capital Inc. | 0.24% | No change | 27,500 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -24.6% | 27,014 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +23.3% | 26,878 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +37.5% | 26,245 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -10.8% | 26,130 | $2.2M |
| LRT Capital Management, LLC | 2.01% | New | 26,100 | $2.2M |
| Capital International, Inc. | 0.02% | Reduce -17.0% | 26,010 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | No change | 25,691 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 25,073 | $2.1M |
| National Bank of Canada | 0.00% | Add +1.2% | 24,089 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.1% | 23,422 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -92.3% | 23,109 | $1.9M |
| Old National Bancorp | 0.03% | New | 22,979 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Add +76.7% | 22,932 | $1.9M |
| Utah Retirement Systems | 0.02% | Reduce -4.4% | 22,161 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Add +37.0% | 22,030 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +5.1% | 21,765 | $1.8M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -5.6% | 21,793 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +16.3% | 21,064 | $1.7M |
| Henshaw Capital LLC | 0.06% | Add +8.5% | 20,729 | $1.7M |
| RBF Capital, LLC | 0.08% | No change | 20,000 | $1.7M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.85% | Add +11.1% | 20,000 | $1.6M |
| Great Lakes Advisors, LLC | 0.01% | Add +7.7% | 19,258 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +76.0% | 19,237 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 19,024 | $1.6M |
| Allstate Corp. | 0.02% | New | 18,237 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 18,115 | $1.5M |
| Howland Capital Management LLC | 0.06% | No change | 17,814 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.9% | 17,613 | $1.5M |
| Quintet Private Bank (Europe) S.A. | 0.09% | Reduce -29.8% | 17,133 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +113.0% | 17,123 | $1.4M |
| Xponance LLC | 0.01% | Add +28.6% | 17,011 | $1.4M |
| LGT Fund Management Co Ltd. | 0.06% | No change | 17,000 | $1.4M |
| Ontario Teachers Pension Plan Board | 0.04% | Reduce -36.7% | 16,604 | $1.4M |
| Callan Family Office, LLC | 0.03% | Reduce -15.9% | 16,555 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.4% | 16,532 | $1.4M |
| Walleye Trading LLC | 0.03% | Add +563.1% | 16,320 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Add +31.2% | 16,191 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +484.0% | 15,908 | $1.3M |
| AlTi Global, Inc. | 0.03% | Reduce -0.2% | 15,836 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | No change | 15,024 | $1.2M |
| Bessemer Group Inc. | 0.00% | Reduce -34.7% | 14,988 | $1.2M |
| M&T Bank Corp | 0.00% | Add +4.5% | 14,930 | $1.2M |
| Bank of Nova Scotia | 0.00% | Add +191.8% | 14,764 | $1.2M |
| Lee Financial Co | 0.17% | Reduce -0.5% | 14,553 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,455 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.1% | 13,683 | $1.2M |
| Northwest & Ethical Investments L.P. | 0.03% | Reduce -1.8% | 13,899 | $1.1M |
| Iams Wealth Management, LLC | 0.39% | Add +3.3% | 13,628 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +10.8% | 13,486 | $1.1M |
| Monument Capital Management | 0.26% | Reduce -1.6% | 12,465 | $1.0M |
| Empowered Funds, LLC | 0.01% | New | 12,357 | $1.0M |
| Perbak Capital Partners LLP | 0.25% | Add +126.0% | 12,296 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | No change | 12,121 | $1.0M |
| Mirabaud Asset Management Ltd | 0.82% | Reduce -27.8% | 12,188 | $994K |
| Voya Investment Management LLC | 0.00% | Reduce -2.1% | 11,882 | $980K |
| Maia Wealth LLC | 0.17% | No change | 11,873 | $980K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -7.5% | 11,654 | $962K |
| Adkins Seale Capital Management LLC | 0.95% | No change | 11,617 | $959K |
| CX Institutional | 0.03% | Add +10.3% | 11,612 | $958K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.0% | 11,518 | $950K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 11,313 | $933K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -23.3% | 10,846 | $928K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 11,005 | $908K |
| Letson Investment Management, Inc. | 0.35% | No change | 10,997 | $907K |
| Centiva Capital, LP | 0.04% | New | 10,996 | $907K |
| Brighton Jones LLC | 0.02% | New | 10,473 | $864K |
| Securian Asset Management, Inc. | 0.03% | No change | 10,216 | $843K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 10,172 | $839K |
| Round Hill Asset Management | 0.55% | No change | 10,105 | $834K |
| Aquatic Capital Management LLC | 0.02% | Add +8.4% | 10,102 | $834K |
| Aurdan Capital Management, LLC | 0.25% | Reduce -25.2% | 9,984 | $824K |
| Fiduciary Trust Co | 0.01% | No change | 9,845 | $812K |
| Pettee Investors, Inc. | 0.42% | Add +56.3% | 10,000 | $810K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.9% | 9,760 | $805K |
| Lighthouse Investment Partners, LLC | 0.03% | Add +110.2% | 9,670 | $798K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -0.5% | 9,652 | $796K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 9,651 | $796K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.9% | 9,565 | $789K |
| Mackenzie Financial Corp. | 0.00% | Reduce -14.3% | 9,290 | $767K |
| Procyon Advisors, LLC | 0.04% | Reduce -0.5% | 8,937 | $737K |
| Compound Planning, Inc. | 0.02% | Reduce -8.8% | 8,908 | $735K |
| Commerce Bank | 0.00% | Add +1.7% | 8,857 | $731K |
| Swiss Life Asset Management Ltd | 0.00% | Add +28.3% | 8,639 | $713K |
| Ritholtz Wealth Management | 0.01% | Add +6.6% | 8,318 | $686K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.5% | 8,821 | $686K |
| BNP Paribas | 0.02% | Reduce -1.8% | 8,213 | $678K |
| &partners | 0.00% | Reduce -9.7% | 8,114 | $670K |
| Guggenheim Capital LLC | 0.01% | New | 7,981 | $659K |
| Heritage Investors Management Corp. | 0.02% | No change | 7,930 | $654K |
| Merit Financial Group, LLC | 0.00% | Reduce -77.9% | 7,626 | $629K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -49.7% | 7,293 | $602K |
| Ascent Wealth Partners, LLC | 0.07% | Reduce -4.5% | 7,248 | $598K |
| US Bancorp \de | 0.00% | Reduce -2.2% | 7,180 | $592K |
| DNB Asset Management AS | 0.00% | New | 7,122 | $588K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.1% | 7,046 | $584K |
| Waddell & Associates, LLC | 0.03% | Reduce -5.0% | 7,057 | $582K |
| Hantz Financial Services, Inc. | 0.01% | Add +17.0% | 7,050 | $582K |
| HB Wealth Management, LLC | 0.00% | Reduce -16.8% | 6,944 | $573K |
| Global Trust Asset Management, LLC | 0.22% | Reduce -1.1% | 6,905 | $570K |
| Tranquility Partners, LLC | 0.21% | Reduce -3.2% | 6,872 | $567K |
| Waverly Advisors, LLC | 0.00% | Add +87.7% | 6,681 | $551K |
| FORA Capital, LLC | 0.04% | New | 6,642 | $548K |
| Larson Financial Group LLC | 0.02% | Reduce -10.6% | 6,629 | $547K |
| Advisors Preferred, LLC | 0.08% | Add +81.0% | 6,579 | $543K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,570 | $542K |
| Focus Partners Wealth | 0.00% | Reduce -37.8% | 6,565 | $542K |
| HSBC Holdings PLC | 0.00% | Reduce -91.5% | 6,508 | $537K |
| Baird Financial Group, Inc. | 0.00% | Add +7.1% | 6,481 | $535K |
| Brooklyn Investment Group | 0.02% | Add +74.3% | 6,476 | $534K |
| Sepio Capital, LP | 0.03% | Add +43.9% | 6,464 | $533K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 6,356 | $525K |
| Jane Street Group, LLC | 0.00% | Add +25.6% | 6,338 | $523K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +3.9% | 6,215 | $513K |
| MASTERINVEST Kapitalanlage GmbH | 0.05% | New | 6,181 | $510K |
| Corient Private Wealth LP | 0.00% | Reduce -87.8% | 6,251 | $509K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -0.0% | 6,040 | $498K |
| Cibc World Market Inc. | 0.00% | Reduce -8.1% | 6,005 | $495K |
| Modern Wealth Management, LLC | 0.01% | New | 5,961 | $494K |
| Voloridge Investment Management, LLC | 0.00% | New | 5,976 | $493K |
| Empirical Finance, LLC | 0.02% | No change | 5,931 | $489K |
| Stephens Inc. | 0.01% | Add +17.5% | 5,875 | $485K |
| Quantbot Technologies LP | 0.02% | New | 5,748 | $474K |
| Buckhead Capital Management LLC | 0.18% | No change | 5,635 | $465K |
| BBR Partners, LLC | 0.03% | New | 5,608 | $463K |
| Aire Advisors, LLC | 0.08% | No change | 5,500 | $454K |
| London Co. of Virginia | 0.00% | No change | 5,416 | $447K |
| LWM Advisory Services, LLC | 0.47% | Reduce -0.2% | 5,303 | $438K |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 5,254 | $433K |
| Financial Management Network Inc. | 0.07% | Add +19.0% | 5,171 | $431K |
| CIBC Asset Management Inc | 0.00% | No change | 5,049 | $417K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +39.6% | 5,040 | $416K |
| nVerses Capital, LLC | 0.37% | New | 4,960 | $409K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.5% | 4,872 | $402K |
| Cadent Capital Advisors, LLC | 0.10% | Add +0.3% | 4,715 | $389K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.8% | 4,695 | $389K |
| AlphaGrep UK Ltd | 0.11% | New | 4,663 | $385K |
| Quadrant Capital Group LLC | 0.01% | Reduce -52.6% | 4,655 | $384K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.1% | 4,599 | $379K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.2% | 4,569 | $377K |
| Shelton Capital Management | 0.01% | Reduce -4.3% | 4,539 | $375K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -20.4% | 4,538 | $374K |
| Allworth Financial LP | 0.00% | Add +2.9% | 4,475 | $369K |
| Engineers Gate Manager LP | 0.00% | Reduce -71.0% | 4,391 | $362K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,307 | $355K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.8% | 4,258 | $351K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 4,256 | $351K |
| Vise Technologies, Inc. | 0.01% | No change | 4,460 | $348K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -13.1% | 4,210 | $347K |
| Indie Asset Partners, LLC | 0.39% | No change | 4,161 | $343K |
| Abn Amro Investment Solutions | 0.00% | New | 4,050 | $334K |
| Corient IA LP | 0.31% | Reduce -19.2% | 4,040 | $333K |
| Lombard Odier Asset Management (USA) Corp | 0.25% | New | 4,035 | $333K |
| Evergreen Capital Management LLC | 0.01% | New | 4,009 | $331K |
| North Dakota State Investment Board | 0.01% | Reduce -19.1% | 3,987 | $329K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,958 | $327K |
| Tidal Investments LLC | 0.00% | Add +0.8% | 3,933 | $325K |
| Canada Pension Plan Investment Board | 0.00% | New | 3,900 | $322K |
| Geneos Wealth Management Inc. | 0.01% | Add +108.3% | 3,889 | $321K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.2% | 3,821 | $315K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.0% | 3,766 | $311K |
| Silverleafe Capital Partners, LLC | 0.09% | No change | 3,750 | $309K |
| Summit Financial, LLC | 0.00% | Add +6.0% | 3,710 | $306K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +17.5% | 3,706 | $306K |
| Caisse de depot et placement du Quebec | 0.00% | New | 3,700 | $305K |
| Mgo One Seven LLC | 0.01% | Add +3.2% | 3,689 | $304K |
| Compass Advisory Group LLC | 0.08% | No change | 3,623 | $299K |
| Empower Advisory Group, LLC | 0.00% | Reduce -44.1% | 3,544 | $292K |
| Atria Investments, Inc | 0.00% | Add +13.9% | 3,492 | $288K |
| Vident Advisory, LLC | 0.00% | Reduce -2.7% | 3,467 | $286K |
| Proficio Capital Partners LLC | 0.02% | Reduce -0.1% | 3,432 | $283K |
| Delta Investment Management, LLC | 0.05% | No change | 3,418 | $282K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -76.6% | 3,407 | $281K |
| Truvestments Capital LLC | 0.05% | No change | 3,390 | $280K |
| Parallel Advisors, LLC | 0.01% | Add +1.5% | 3,367 | $278K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -70.1% | 3,366 | $278K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,326 | $274K |
| Marks Group Wealth Management, Inc | 0.03% | Add +16.4% | 3,273 | $270K |
| STRS Ohio | 0.00% | Reduce -0.1% | 3,262 | $269K |
| Ethic Inc. | 0.00% | Add +0.8% | 3,254 | $268K |
| University of Chicago | 0.08% | No change | 3,250 | $268K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -42.2% | 3,235 | $267K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +42.0% | 3,225 | $266K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.2% | 3,212 | $265K |
| Lido Advisors, LLC | 0.00% | Reduce -7.3% | 3,206 | $265K |
| Thomas Story & Son LLC | 0.10% | No change | 3,200 | $264K |
| Seeds Investor LLC | 0.04% | Add +6.8% | 3,162 | $260K |
| GAMMA Investing LLC | 0.01% | Add +5.9% | 3,139 | $259K |
| Fairfield Financial Advisors, LTD | 0.09% | Reduce -7.1% | 3,137 | $259K |
| First Horizon Corp. | 0.01% | No change | 3,095 | $255K |
| Toronto Dominion Bank | 0.00% | No change | 3,055 | $252K |
| Profund Advisors LLC | 0.01% | Add +1.5% | 3,039 | $251K |
| S Harris Financial Group, LLC | 0.23% | Add +0.4% | 3,030 | $250K |
| InTrack Investment Management Inc | 0.14% | No change | 3,000 | $248K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | No change | 3,000 | $248K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.3% | 2,994 | $247K |
| Point Windward Advisors Inc. | 0.12% | No change | 2,982 | $246K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 2,839 | $245K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.4% | 2,919 | $241K |
| Patron Partners, LLC | 0.11% | No change | 2,900 | $239K |
| Plimoth Trust Co. LLC | 0.05% | No change | 2,860 | $236K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,854 | $236K |
| Man Group plc | 0.00% | New | 2,829 | $233K |
| Claret Asset Management Corp | 0.03% | No change | 2,803 | $231K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -16.1% | 2,798 | $231K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -35.1% | 2,775 | $229K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 2,771 | $229K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +27.1% | 2,717 | $223K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.1% | 2,668 | $220K |
| Advisors Capital Management, LLC | 0.00% | Add +0.2% | 2,638 | $218K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.8% | 2,626 | $217K |
| Trust Co | 0.02% | No change | 2,595 | $214K |
| Walleye Capital LLC | 0.00% | New | 2,592 | $214K |
| Global Financial Private Client, LLC | 0.07% | New | 2,579 | $213K |
| Caerus Investment Advisors, LLC | 0.09% | Reduce -16.9% | 2,573 | $212K |
| Smithfield Trust Co | 0.01% | No change | 2,558 | $212K |
| Marshall Wace, LLP | 0.00% | Reduce -91.1% | 2,564 | $212K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | New | 2,553 | $211K |
| Barnes Wealth Management Group, Inc | 0.11% | New | 2,536 | $209K |
| Tranquilli Financial Advisor LLC | 0.12% | New | 2,523 | $208K |
| Sargent Investment Group, LLC | 0.03% | New | 2,523 | $208K |
| Brookmont Capital Management | 0.12% | Reduce -8.7% | 2,509 | $207K |
| Cadinha & Co. LLC | 0.04% | New | 2,495 | $206K |
| Longboard Asset Management, LP | 3.49% | New | 2,446 | $202K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,428 | $200K |
| Founders Capital Management | 0.07% | No change | 1,800 | $149K |
| IFP Advisors, Inc | 0.00% | Add +14.1% | 1,791 | $148K |
| Quent Capital, LLC | 0.01% | Reduce -6.1% | 1,701 | $140K |
| UMB Bank, n.a. | 0.00% | Reduce -5.4% | 1,689 | $139K |
| Group One Trading LLC | 0.00% | Add +2102.6% | 1,674 | $138K |
| Horizon Investments, LLC | 0.00% | Reduce -34.7% | 1,626 | $134K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1283.6% | 1,605 | $133K |
| Clearstead Advisors, LLC | 0.00% | Reduce -27.7% | 1,362 | $112K |
| Employees Retirement System of Texas | 0.00% | No change | 1,352 | $112K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.7% | 1,330 | $108K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +53.2% | 1,210 | $100K |
| Harbour Investments, Inc. | 0.00% | Add +219.6% | 1,074 | $89K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.5% | 1,063 | $88K |
| Avalon Trust Co | 0.01% | No change | 1,000 | $83K |
| Ecofi Investissements SA | 0.15% | New | 1,000 | $82K |
| Spire Wealth Management | 0.00% | Add +13.9% | 933 | $77K |
| Destiny Wealth Partners, LLC | 0.01% | New | 871 | $72K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.3% | 862 | $71K |
| Aventura Private Wealth, LLC | 0.03% | No change | 849 | $70K |
| Steph & Co. | 0.02% | Reduce -8.7% | 845 | $70K |
| Gables Capital Management Inc. | 0.03% | No change | 812 | $67K |
| MAI Capital Management | 0.00% | Add +5.7% | 782 | $65K |
| Huntington National Bank | 0.00% | No change | 707 | $58K |
| Vision Financial Markets LLC | 0.05% | Add +0.5% | 659 | $54K |
| Los Angeles Capital Management LLC | 0.00% | Add +0.5% | 647 | $53K |
| Advisory Services Network, LLC | 0.00% | New | 645 | $53K |
| V-Square Quantitative Management LLC | 0.01% | Add +3.4% | 614 | $51K |
| Root Financial Partners, LLC | 0.00% | Add +35.7% | 612 | $50K |
| Trust Co. of Toledo NA | 0.00% | No change | 591 | $49K |
| Asset Dedication, LLC | 0.00% | No change | 586 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.4% | 578 | $48K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +14.0% | 570 | $47K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 565 | $47K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.5% | 489 | $40K |
| NFSG Corp | 0.01% | Add +0.4% | 473 | $39K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 461 | $37K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.7% | 427 | $35K |
| Blue Trust, Inc. | 0.00% | Reduce -16.8% | 405 | $33K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 402 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 400 | $33K |
| Ascentis Independent Advisors | 0.00% | New | 333 | $27K |
| McIlrath & Eck, LLC | 0.00% | Add +0.3% | 328 | $27K |
| Palladiem, LLC | 0.02% | No change | 300 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +6.4% | 301 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 300 | $25K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -13.1% | 265 | $22K |
| Whipplewood Advisors, LLC | 0.01% | New | 264 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 264 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.4% | 263 | $22K |
| MTM Investment Management, LLC | 0.01% | No change | 250 | $21K |
| Asset Planning,Inc | 0.01% | No change | 208 | $17K |
| Lavaca Capital LLC | 0.00% | No change | 203 | $17K |
| Axiom Investment Management LLC | 0.01% | — | 200 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 199 | $16K |
| Hoey Investments, Inc. | 0.00% | No change | 194 | $16K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +0.6% | 159 | $13K |
| Rossby Financial, LCC | 0.00% | Add +246.7% | 156 | $13K |
| CVA Family Office, LLC | 0.00% | New | 153 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 149 | $12K |
| Essential Partners LLC | 0.00% | Reduce -56.5% | 147 | $12K |
| Richardson Capital Management LLC | 0.01% | No change | 135 | $11K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 129 | $11K |
| Financial Freedom, LLC | 0.01% | New | 126 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -98.2% | 126 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.6% | 124 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 123 | $10K |
| Chilton Capital Management LLC | 0.00% | No change | 122 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.9% | 121 | $10K |
| Leonteq Securities AG | 0.00% | Reduce -29.0% | 120 | $10K |
| Caitlin John, LLC | 0.01% | No change | 120 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 115 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -44.3% | 113 | $9K |
| SHP Wealth Management | 0.00% | No change | 112 | $9K |
| Covestor Ltd | 0.01% | Reduce -43.7% | 103 | $9K |
| Bayforest Capital Ltd | 0.01% | Reduce -92.1% | 109 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -8.4% | 109 | $9K |
| Whittier Trust Co. | 0.00% | No change | 107 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 107 | $9K |
| Red Tortoise LLC | 0.00% | No change | 103 | $8K |
| Danske Bank A/S | 0.00% | Reduce -90.0% | 100 | $8K |
| International Assets Investment Management, LLC | 0.00% | Reduce -3.0% | 98 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 97 | $8K |
| HFM Investment Advisors, LLC | 0.00% | No change | 95 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +119.5% | 90 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +32.8% | 89 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 85 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +3.8% | 82 | $7K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.4% | 75 | $6K |
| Johnson Financial Group, Inc. | 0.00% | No change | 74 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.4% | 73 | $6K |
| Hughes Financial Services, LLC | 0.00% | No change | 73 | $6K |
| Zions Bancorporation, National Association | 0.00% | New | 71 | $6K |
| TD Private Client Wealth LLC | 0.00% | No change | 68 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +8.1% | 67 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 66 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +3.4% | 61 | $5K |
| MBM Wealth Consultants, LLC | 0.00% | New | 60 | $5K |
| American Capital Advisory, LLC | 0.00% | Reduce -3.5% | 55 | $5K |
| EFG International AG | 0.00% | New | 55 | $5K |
| Frazier Financial 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 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 48 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -25.4% | 47 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 46 | $4K |
| Triumph Capital Management | 0.00% | Add +2.6% | 40 | $3K |
| Mather Group, Llc. | 0.00% | New | 39 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 38 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 38 | $3K |
| Sachetta, LLC | 0.00% | Add +240.0% | 34 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -18.9% | 30 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +7.1% | 30 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -23.7% | 29 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +3.7% | 28 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 26 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 26 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 26 | $2K |
| SWAN Capital LLC | 0.00% | No change | 25 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +47.1% | 25 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 23 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | No change | 21 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +566.7% | 20 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 20 | $2K |
| Torren Management, LLC | 0.00% | No change | 19 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 18 | $1K |
| Atwood & Palmer Inc. | 0.00% | No change | 18 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 18 | $1K |
| Osbon Capital Management LLC | 0.00% | No change | 18 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -34.6% | 17 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.0% | 17 | $1K |
| Salem Investment Counselors Inc. | 0.00% | New | 16 | $1K |
| Manchester Capital Management LLC | 0.00% | Add +400.0% | 15 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 12 | $990 |
| Albion Financial Group | 0.00% | New | 11 | $908 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 10 | $825 |
| Principia Wealth Advisory, LLC | 0.00% | Add +12.5% | 9 | $743 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $743 |
| Kilter Group LLC | 0.00% | New | 8 | $661 |
| Cornerstone Financial Management LLC | 0.00% | New | 6 | $495 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 6 | $495 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -94.8% | 5 | $424 |
| 1015 Capital Partners, LLC | 0.00% | Reduce -37.5% | 5 | $413 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $413 |
| Cornerstone Planning Group LLC | 0.00% | Add +20.0% | 6 | $401 |
| Seneschal Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $331 |
| Quaker Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $331 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $331 |
| Curio Wealth, LLC | 0.00% | New | 4 | $330 |
| Private Trust Co. NA | 0.00% | No change | 3 | $248 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $166 |
| Signature Equity Partners, LLC | 0.00% | Add +100.0% | 2 | $165 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $165 |
| High Note Wealth, LLC | 0.00% | No change | 2 | $165 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $83 |
"% of holder's portfolio" is SCI's weight in each manager's 13F, not the share of Service Corp. International the manager owns.