Service Corp. InternationalSCI
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 550 institutions reported holding Service Corp. International (SCI) in their 13F filings, down 14 from Q1 2026. 66 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($1.1B), FMR LLC ($618.1M) and Vanguard Portfolio Management LLC ($527.9M). 6 famous investors held it, including Joel Greenblatt (0.0% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $61.7M |
| Exits | 79 | $36.9M |
All 13F filers, Q1 2026 → Q2 2026: 13,128,750 shares bought and 12,430,859 shares sold, net +697,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| BlackRock, Inc. | 0.02% | Add +2.3% | 14,576,703 | $1.1B |
| FMR LLC | 0.03% | Add +35.4% | 8,136,981 | $618.1M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -0.7% | 6,950,203 | $527.9M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.1% | 5,993,041 | $455.2M |
| Baillie Gifford & Co. | 0.38% | Reduce -35.5% | 5,553,823 | $421.9M |
| T. Rowe Price Investment Management, Inc. | 0.27% | Reduce -17.0% | 5,508,196 | $418.4M |
| State Street Corp. | 0.01% | Reduce -0.0% | 4,400,700 | $334.3M |
| FIL Ltd | 0.23% | Add +104.4% | 4,281,962 | $325.3M |
| Raymond James Financial Inc. | 0.09% | Add +1549.9% | 4,178,893 | $317.4M |
| Swedbank AB | 0.27% | Reduce -1.0% | 4,127,575 | $313.5M |
| Invesco Ltd. | 0.02% | Add +13.7% | 4,123,208 | $313.2M |
| Geode Capital Management, LLC | 0.02% | Add +4.2% | 3,767,881 | $286.3M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 3,370,847 | $256.0M |
| Select Equity Group, L.P. | 1.34% | Reduce -45.6% | 3,326,683 | $252.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +9.8% | 2,512,334 | $190.8M |
| Nordea Investment Management AB | 0.10% | Add +1.3% | 1,639,017 | $124.5M |
| Capital International Investors | 0.03% | No change | 1,630,975 | $123.9M |
| Alliancebernstein L.P. | 0.04% | Reduce -28.4% | 1,481,771 | $122.3M |
| Norges Bank | 0.01% | — | 1,543,721 | $117.3M |
| Bank of America Corp. | 0.01% | Add +10.9% | 1,526,853 | $116.0M |
| Neuberger Berman Group LLC | 0.08% | Reduce -12.7% | 1,510,126 | $114.7M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.4% | 1,467,231 | $111.5M |
| Northern Trust Corp. | 0.01% | Reduce -1.5% | 1,319,644 | $100.2M |
| First Manhattan Co. Llc. | 0.22% | Reduce -0.4% | 1,157,795 | $87.9M |
| Turtle Creek Asset Management Inc. | 3.35% | Reduce -2.7% | 1,130,526 | $85.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.07% | Add +76.8% | 1,109,849 | $84.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.3% | 1,065,888 | $81.0M |
| Deutsche Bank AG | 0.02% | Add +0.4% | 1,059,390 | $80.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +49.9% | 1,044,752 | $79.4M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -16.2% | 1,044,283 | $79.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 988,607 | $75.1M |
| Handelsbanken Fonder AB | 0.19% | Add +3.8% | 881,985 | $67.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.8% | 866,137 | $65.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -1.5% | 711,299 | $54.0M |
| Boston Trust Walden Corp | 0.35% | Add +1.8% | 613,493 | $46.6M |
| Federated Hermes, Inc. | 0.07% | Reduce -4.7% | 596,374 | $45.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.8% | 575,416 | $43.7M |
| Silvercrest Asset Management Group LLC | 0.29% | Reduce -4.0% | 573,467 | $43.6M |
| AQR Capital Management | 0.01% | Reduce -15.4% | 564,156 | $42.5M |
| Vaughan David Investments LLC | 0.83% | Add +2.3% | 547,456 | $41.6M |
| UBS Group AG | 0.01% | Reduce -46.4% | 543,699 | $41.3M |
| Norinchukin Bank, The | 0.33% | Add +24.6% | 442,479 | $33.6M |
| Global Alpha Capital Management Ltd. | 1.98% | Add +24.9% | 434,105 | $33.0M |
| D. E. Shaw & Co. | 0.02% | Add +0.1% | 426,067 | $32.4M |
| GW&K Investment Management, LLC | 0.25% | Reduce -1.8% | 418,681 | $31.8M |
| Acadian Asset Management LLC | 0.04% | Add +4.2% | 417,361 | $31.7M |
| RFG Advisory, LLC | 0.48% | Reduce -0.8% | 406,514 | $30.9M |
| Nuveen, LLC | 0.01% | Add +0.6% | 386,171 | $29.3M |
| Dudley & Shanley, Inc. | 4.22% | Add +0.0% | 367,783 | $27.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.9% | 367,047 | $27.9M |
| Treasurer of the State of North Carolina | 0.07% | Add +509.0% | 355,518 | $27.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -22.6% | 344,547 | $26.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.2% | 333,954 | $26.0M |
| Premier Fund Managers Ltd | 2.35% | Reduce -37.8% | 339,387 | $26.0M |
| TD Asset Management Inc | 0.02% | Reduce -14.2% | 338,360 | $25.7M |
| Maj Invest Holding A/S | 1.14% | Reduce -11.6% | 331,276 | $25.2M |
| Erste Asset Management GmbH | 0.19% | Add +18.6% | 325,504 | $24.9M |
| Barclays PLC | 0.01% | Add +99.8% | 322,946 | $24.5M |
| ProShare Advisors LLC | 0.04% | Add +0.3% | 319,060 | $24.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 310,552 | $23.6M |
| Retirement Systems of Alabama | 0.07% | Reduce -8.5% | 299,903 | $22.8M |
| Comgest Global Investors S.A.S. | 0.50% | Reduce -28.0% | 298,642 | $22.7M |
| Amundi | 0.01% | Reduce -0.2% | 297,178 | $22.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -53.6% | 292,346 | $22.2M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.4% | 291,265 | $22.1M |
| Nomura Asset Management International Inc. | 0.03% | Add +12.8% | 277,967 | $21.1M |
| Swiss National Bank | 0.01% | Reduce -2.2% | 271,400 | $20.6M |
| C WorldWide Group Holding A/S | 0.48% | Add +15.1% | 264,157 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 262,101 | $19.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -21.8% | 259,110 | $19.7M |
| HRT Financial LP | 0.04% | Add +103.0% | 253,004 | $19.2M |
| California Public Employees Retirement System | 0.01% | Reduce -21.9% | 251,412 | $19.1M |
| Gotham Asset Management | 0.04% | Reduce -27.4% | 242,905 | $18.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.14% | Reduce -10.7% | 250,853 | $17.2M |
| Wellington Management Group LLP | 0.00% | Reduce -52.9% | 223,952 | $17.0M |
| Nicholas Company, Inc. | 0.29% | Add +0.0% | 210,160 | $16.0M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -0.2% | 209,888 | $15.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -27.9% | 202,912 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 200,372 | $15.2M |
| Perpetual Ltd | 0.21% | Add +5.3% | 192,838 | $14.6M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 192,704 | $14.6M |
| Alps Advisors Inc. | 0.07% | Add +3.0% | 192,042 | $14.6M |
| Wells Fargo & Company | 0.00% | Add +17.0% | 180,995 | $13.7M |
| Assetmark, Inc. | 0.02% | Add +19.3% | 179,516 | $13.6M |
| Blue Chip Partners, LLC | 0.82% | New | 171,536 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -1.7% | 165,614 | $12.6M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 160,346 | $12.2M |
| Groupama Asset Managment | 0.14% | Reduce -14.9% | 141,660 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -48.7% | 141,051 | $10.7M |
| LPL Financial LLC | 0.00% | Reduce -15.2% | 135,239 | $10.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3435.8% | 135,103 | $10.3M |
| Marshall Wace, LLP | 0.01% | Add +5140.9% | 134,376 | $10.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -10.7% | 132,820 | $10.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +4.7% | 130,192 | $9.9M |
| Fisher Asset Management | 0.00% | Add +0.0% | 127,119 | $9.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.9% | 126,126 | $9.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.8% | 124,573 | $9.5M |
| New York State Teachers Retirement System | 0.02% | Add +0.5% | 123,862 | $9.4M |
| Aureus Asset Management, LLC | 0.54% | Add +4.7% | 117,446 | $8.9M |
| Candriam S.C.A. | 0.04% | Reduce -68.4% | 113,803 | $8.6M |
| Catawba River Capital | 3.84% | Add +0.5% | 113,011 | $8.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.07% | Reduce -59.6% | 105,779 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.3% | 96,012 | $7.3M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -7.4% | 95,586 | $7.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 95,508 | $7.3M |
| Argent Trust Co | 0.21% | Add +0.0% | 94,239 | $7.2M |
| Sei Investments Co. | 0.01% | Reduce -12.7% | 93,735 | $7.1M |
| JGP Wealth Management, LLC | 0.60% | Add +0.3% | 88,016 | $6.7M |
| Old National Bancorp | 0.13% | Add +270.7% | 85,190 | $6.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.1% | 80,944 | $6.2M |
| Trexquant Investment LP | 0.04% | Reduce -32.5% | 77,208 | $5.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.3% | 76,821 | $5.8M |
| Nordwand Advisors, LLC | 0.88% | Add +0.6% | 75,525 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Reduce -19.7% | 75,062 | $5.7M |
| Fayez Sarofim & Co | 0.01% | Reduce -0.4% | 74,025 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +63.1% | 72,783 | $5.5M |
| Gateway Investment Advisers LLC | 0.05% | Reduce -2.1% | 70,503 | $5.4M |
| First Trust Advisors LP | 0.00% | Add +47.4% | 68,411 | $5.2M |
| Citigroup Inc. | 0.00% | Add +64.5% | 67,946 | $5.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.0% | 66,365 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +77.7% | 62,895 | $4.8M |
| LRT Capital Management, LLC | 3.01% | Add +133.9% | 61,048 | $4.6M |
| Amalgamated Bank | 0.03% | Reduce -3.2% | 60,893 | $4.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.1% | 60,807 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -19.3% | 60,575 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -45.1% | 59,378 | $4.5M |
| Jupiter Topco LLC | 0.00% | — | 58,309 | $4.4M |
| Bleakley Financial Group, LLC | 0.05% | New | 56,387 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.3% | 55,853 | $4.2M |
| KBC Group NV | 0.01% | No change | 55,237 | $4.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.09% | New | 54,386 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 53,465 | $4.1M |
| BDF-Gestion | 0.53% | No change | 30,000 | $4.0M |
| Mgo One Seven LLC | 0.07% | Add +1309.8% | 52,009 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.1% | 51,181 | $3.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 50,963 | $3.9M |
| Morton Community Bank | 0.78% | Add +1.0% | 50,285 | $3.8M |
| Castlefield Investment Partners LLP | 2.59% | Reduce -6.6% | 50,154 | $3.8M |
| Resources Management Corp. /CT/ | 0.48% | Add +19.6% | 49,698 | $3.8M |
| Bell Asset Management Ltd | 0.98% | Reduce -4.7% | 48,444 | $3.7M |
| Avion Wealth | 0.67% | No change | 47,089 | $3.6M |
| Caliber Wealth Management, LLC / KS | 0.34% | New | 46,130 | $3.5M |
| Opus Capital Group, LLC | 0.34% | No change | 45,570 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 45,056 | $3.4M |
| Amica Mutual Insurance Co. | 0.28% | Reduce -2.4% | 44,508 | $3.4M |
| Clough Capital Partners L P | 0.28% | Add +40.4% | 44,458 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.9% | 41,611 | $3.2M |
| JLB & Associates Inc. | 0.42% | Reduce -21.9% | 41,386 | $3.1M |
| AE Wealth Management LLC | 0.01% | Add +8.7% | 41,161 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +52.4% | 40,958 | $3.1M |
| Louisiana State Employees Retirement System | 0.05% | No change | 40,400 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.5% | 39,704 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 39,061 | $3.0M |
| Agf Management Ltd. | 0.01% | Reduce -15.5% | 38,980 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.0% | 38,759 | $2.9M |
| Consolidated Investment Group LLC | 0.26% | No change | 38,635 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.7% | 38,227 | $2.9M |
| Arizona State Retirement System | 0.01% | Reduce -3.1% | 37,320 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +13.3% | 36,887 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +4.9% | 36,039 | $2.7M |
| Citadel Advisors | 0.00% | Add +55.7% | 35,985 | $2.7M |
| Dark Forest Capital Management LP | 0.18% | New | 35,923 | $2.7M |
| Stanley-Laman Group, Ltd. | 0.28% | Reduce -1.9% | 35,636 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -10.3% | 35,475 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -24.2% | 35,461 | $2.7M |
| Fifth Third Bancorp | 0.00% | Reduce -10.7% | 35,307 | $2.7M |
| Linden Thomas Advisory Services, LLC | 0.21% | Add +4.0% | 34,296 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -15.3% | 33,960 | $2.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | Reduce -4.2% | 33,722 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -5.9% | 33,342 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.3% | 33,031 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -3.6% | 32,262 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +397.5% | 31,097 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.5% | 31,036 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 30,900 | $2.3M |
| Southeast Asset Advisors, LLC | 0.24% | Reduce -26.8% | 30,843 | $2.3M |
| Aristotle Capital Boston, LLC | 0.16% | Reduce -23.6% | 30,707 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.4% | 30,638 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +78.7% | 30,598 | $2.3M |
| South Dakota Investment Council | 0.04% | Reduce -1.9% | 30,502 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 29,981 | $2.3M |
| Scissortail Wealth Management, LLC | 0.43% | New | 29,471 | $2.2M |
| New Mexico Educational Retirement Board | 0.06% | No change | 29,100 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.3% | 28,509 | $2.2M |
| &partners | 0.01% | Add +242.9% | 27,825 | $2.1M |
| Tulsa Wealth Advisors, INC | 0.30% | New | 27,785 | $2.1M |
| Westerkirk Capital Inc. | 0.20% | No change | 27,500 | $2.1M |
| Palisade Capital Management, LP | 0.10% | Reduce -20.9% | 27,126 | $2.1M |
| Compagnie Lombard Odier SCmA | 0.02% | Reduce -7.8% | 26,940 | $2.0M |
| MML Investors Services, LLC | 0.00% | Add +38.7% | 26,677 | $2.0M |
| Summit Trail Advisors, LLC | 0.02% | Add +16.8% | 25,728 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.2% | 25,392 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +42.1% | 25,025 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -10.2% | 23,470 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -6.9% | 23,336 | $1.8M |
| Creative Planning | 0.00% | Reduce -30.3% | 23,065 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -4.5% | 22,999 | $1.7M |
| TMB Capital Partners, LLC | 0.53% | New | 22,521 | $1.7M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +553.5% | 22,264 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -16.0% | 22,042 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Add +0.8% | 21,939 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +231.8% | 21,089 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -12.7% | 20,452 | $1.6M |
| Utah Retirement Systems | 0.01% | Reduce -8.1% | 20,359 | $1.5M |
| Teacher Retirement System of Texas | 0.00% | Reduce -29.4% | 20,209 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 20,113 | $1.5M |
| RBF Capital, LLC | 0.06% | No change | 20,000 | $1.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.71% | No change | 20,000 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -41.7% | 19,250 | $1.5M |
| 2Xideas AG | 0.63% | Reduce -39.6% | 19,237 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.2% | 19,226 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -28.9% | 19,219 | $1.5M |
| Callan Family Office, LLC | 0.03% | Add +12.5% | 18,623 | $1.4M |
| Axq Capital, LP | 0.15% | New | 18,611 | $1.4M |
| AlphaCore Capital LLC | 0.03% | New | 18,601 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -12.1% | 18,512 | $1.4M |
| Phoenix Wealth Advisors | 0.47% | New | 18,475 | $1.4M |
| Harrell Investment Partners, LLC | 0.30% | New | 18,313 | $1.4M |
| West Michigan Advisors, LLC | 0.26% | New | 18,172 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Add +11.5% | 18,050 | $1.4M |
| Henshaw Capital LLC | 0.04% | Reduce -13.0% | 18,028 | $1.4M |
| Security National Bank of Sioux City Iowa | 0.56% | New | 17,835 | $1.4M |
| Howland Capital Management LLC | 0.05% | No change | 17,814 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 17,525 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +245.8% | 17,428 | $1.3M |
| Magnolia Capital Advisors LLC | 0.22% | New | 17,042 | $1.3M |
| LGT Fund Management Co Ltd. | 0.05% | No change | 17,000 | $1.3M |
| MASTERINVEST Kapitalanlage GmbH | 0.11% | Add +173.9% | 16,928 | $1.3M |
| Quintet Private Bank (Europe) S.A. | 0.08% | Reduce -1.8% | 16,833 | $1.3M |
| Xponance LLC | 0.01% | Reduce -1.7% | 16,726 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -12.7% | 15,822 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 15,652 | $1.2M |
| Principal Securities, Inc. | 0.01% | Reduce -2.9% | 15,455 | $1.2M |
| Peterson Wealth Services | 0.25% | New | 15,392 | $1.2M |
| Walleye Trading LLC | 0.02% | Reduce -7.0% | 15,173 | $1.2M |
| Leavell Investment Management, Inc. | 0.04% | No change | 15,024 | $1.1M |
| Havemeyer Place LP | 0.11% | New | 14,875 | $1.1M |
| Iams Wealth Management, LLC | 0.34% | Add +9.1% | 14,864 | $1.1M |
| Security National Bank of So Dak | 0.51% | New | 14,665 | $1.1M |
| Lee Financial Co | 0.14% | Reduce -0.3% | 14,503 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +47.8% | 14,423 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -4.1% | 14,323 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.5% | 14,243 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -4.6% | 14,088 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.1% | 13,397 | $1.0M |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 13,399 | $1.0M |
| Winthrop Partners - WNY, LLC | 0.50% | New | 13,204 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.2% | 13,195 | $1.0M |
| Inceptionr LLC | 0.23% | New | 12,590 | $956K |
| Monument Capital Management | 0.19% | No change | 12,465 | $947K |
| Voya Investment Management LLC | 0.00% | Add +3.7% | 12,322 | $936K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.1% | 12,111 | $920K |
| HSBC Holdings PLC | 0.00% | Add +84.5% | 12,006 | $915K |
| Maia Wealth LLC | 0.13% | No change | 11,873 | $902K |
| Pinebridge Investments LLC | 0.01% | New | 11,779 | $895K |
| Exchange Traded Concepts, LLC | 0.00% | Add +0.7% | 11,740 | $892K |
| Guggenheim Capital LLC | 0.01% | Add +46.5% | 11,690 | $888K |
| Adkins Seale Capital Management LLC | 0.79% | No change | 11,617 | $882K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.3% | 11,550 | $877K |
| CX Institutional | 0.03% | Reduce -0.9% | 11,507 | $874K |
| Bessemer Group Inc. | 0.00% | Reduce -24.0% | 11,390 | $865K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 11,346 | $862K |
| Letson Investment Management, Inc. | 0.31% | No change | 10,997 | $835K |
| Empowered Funds, LLC | 0.00% | Reduce -11.6% | 10,925 | $830K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.2% | 10,597 | $805K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +133.3% | 10,587 | $804K |
| HB Wealth Management, LLC | 0.00% | Add +51.7% | 10,532 | $800K |
| Securian Asset Management, Inc. | 0.03% | Reduce -0.5% | 10,162 | $800K |
| Ensign Peak Advisors, Inc | 0.00% | Add +42.4% | 10,386 | $789K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 10,115 | $768K |
| Round Hill Asset Management | 0.48% | No change | 10,105 | $768K |
| Pettee Investors, Inc. | 0.37% | No change | 10,000 | $760K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.3% | 8,793 | $750K |
| Fiduciary Trust Co | 0.01% | No change | 9,845 | $748K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 9,651 | $733K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.5% | 9,336 | $709K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.4% | 9,328 | $709K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -14.3% | 9,290 | $704K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 9,220 | $700K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 9,000 | $684K |
| Brighton Jones LLC | 0.01% | Reduce -14.3% | 8,979 | $682K |
| Man Group plc | 0.00% | Add +213.7% | 8,875 | $674K |
| SG Americas Securities, LLC | 0.00% | Reduce -61.7% | 8,790 | $668K |
| Cibc World Market Inc. | 0.00% | Add +42.9% | 8,579 | $652K |
| Nykredit A/S | 0.00% | — | 8,495 | $645K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -3.0% | 8,377 | $636K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -25.2% | 8,235 | $626K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -15.4% | 8,185 | $622K |
| Modern Wealth Management, LLC | 0.01% | Add +35.3% | 8,063 | $612K |
| Compound Planning, Inc. | 0.02% | Reduce -10.5% | 7,971 | $605K |
| Boothbay Fund Management, LLC | 0.01% | New | 7,960 | $605K |
| Heritage Investors Management Corp. | 0.02% | No change | 7,930 | $602K |
| Qsemble Capital Management, LP | 0.08% | New | 7,881 | $599K |
| Commerce Bank | 0.00% | Reduce -11.1% | 7,875 | $598K |
| Kestra Advisory Services, LLC | 0.00% | Add +71.5% | 7,835 | $595K |
| BNP Paribas | 0.02% | Reduce -6.4% | 7,685 | $584K |
| US Bancorp \de | 0.00% | Add +5.8% | 7,600 | $577K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 7,332 | $557K |
| Tranquility Partners, LLC | 0.19% | Add +6.5% | 7,322 | $556K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.7% | 7,166 | $544K |
| DNB Asset Management AS | 0.00% | No change | 7,122 | $541K |
| Coppell Advisory Solutions LLC | 0.04% | New | 12,236 | $537K |
| Ritholtz Wealth Management | 0.01% | Reduce -15.7% | 7,013 | $533K |
| Fieldview Capital Management, LLC | 0.15% | New | 6,992 | $531K |
| Inspire Investing, LLC | 0.02% | New | 6,975 | $530K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -50.4% | 6,899 | $524K |
| Ascent Wealth Partners, LLC | 0.05% | Reduce -4.8% | 6,898 | $524K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +42.5% | 6,689 | $513K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.20% | New | 6,597 | $501K |
| Stifel Financial Corp. | 0.00% | Add +25.3% | 6,581 | $500K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,570 | $499K |
| Sepio Capital, LP | 0.02% | Reduce -0.4% | 6,441 | $489K |
| Procyon Advisors, LLC | 0.02% | Reduce -29.3% | 6,317 | $480K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.0% | 6,217 | $472K |
| Invera Wealth Advisors, LLC | 0.25% | New | 6,076 | $462K |
| Waddell & Associates, LLC | 0.02% | Reduce -14.4% | 6,037 | $459K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 6,009 | $456K |
| Merit Financial Group, LLC | 0.00% | Reduce -21.3% | 6,000 | $456K |
| Empirical Finance, LLC | 0.02% | Add +0.6% | 5,969 | $453K |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.2% | 5,690 | $432K |
| Buckhead Capital Management LLC | 0.15% | No change | 5,635 | $428K |
| London Co. of Virginia | 0.00% | Add +2.0% | 5,524 | $420K |
| Aire Advisors, LLC | 0.07% | No change | 5,500 | $418K |
| Aurdan Capital Management, LLC | 0.10% | Reduce -46.4% | 5,356 | $407K |
| LWM Advisory Services, LLC | 0.72% | No change | 5,303 | $403K |
| Centiva Capital, LP | 0.01% | Reduce -54.2% | 5,040 | $383K |
| Stephens Inc. | 0.00% | Reduce -14.2% | 5,039 | $383K |
| Panagora Asset Management Inc. | 0.00% | Reduce -97.0% | 4,934 | $375K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 4,885 | $371K |
| Focus Partners Wealth | 0.00% | Reduce -26.1% | 4,849 | $368K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.8% | 4,805 | $365K |
| Cadent Capital Advisors, LLC | 0.07% | Add +0.4% | 4,732 | $359K |
| Savant Capital, LLC | 0.00% | New | 4,496 | $357K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -34.4% | 4,623 | $351K |
| Tidal Investments LLC | 0.00% | Add +16.4% | 4,579 | $348K |
| Shelton Capital Management | 0.01% | No change | 4,539 | $345K |
| Jane Street Group, LLC | 0.00% | Reduce -28.9% | 4,504 | $342K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,421 | $336K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 4,343 | $330K |
| Global Retirement Partners, LLC | 0.01% | — | 4,320 | $328K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 4,307 | $327K |
| BCS Private Wealth Management, Inc. | 0.10% | New | 4,290 | $326K |
| AlphaGrep UK Ltd | 0.10% | Reduce -8.0% | 4,288 | $326K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -29.8% | 4,240 | $322K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -1.1% | 4,163 | $316K |
| Indie Asset Partners, LLC | 0.30% | No change | 4,161 | $316K |
| XTX Topco Ltd | 0.00% | New | 4,135 | $314K |
| Allen Investment Management, LLC | 0.00% | New | 4,100 | $311K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 4,056 | $308K |
| Corient IA LP | 0.28% | No change | 4,040 | $307K |
| Sterling Capital Management LLC | 0.01% | Reduce -12.3% | 4,035 | $306K |
| AlTi Global, Inc. | 0.01% | Reduce -76.0% | 3,806 | $289K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.0% | 3,774 | $287K |
| Ethic Inc. | 0.00% | Add +15.6% | 3,761 | $286K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.2% | 3,751 | $285K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 3,750 | $285K |
| Financial Management Network Inc. | 0.04% | Reduce -31.0% | 3,570 | $281K |
| Proficio Capital Partners LLC | 0.01% | Add +6.6% | 3,658 | $278K |
| Kingsview Wealth Management, LLC | 0.00% | Add +9.3% | 3,634 | $276K |
| Compass Advisory Group LLC | 0.07% | No change | 3,623 | $275K |
| Marks Group Wealth Management, Inc | 0.02% | Add +10.3% | 3,609 | $274K |
| Stonebrook Private Inc. | 0.05% | New | 3,578 | $272K |
| Summit Financial, LLC | 0.00% | Reduce -6.8% | 3,457 | $263K |
| Truvestments Capital LLC | 0.04% | No change | 3,390 | $257K |
| Bluespring Wealth Management, LLC | 0.00% | Reduce -0.2% | 3,360 | $255K |
| Atlanta Consulting Group Advisors, LLC | 0.04% | New | 3,353 | $255K |
| Allworth Financial LP | 0.00% | Reduce -25.8% | 3,322 | $252K |
| Vident Advisory, LLC | 0.00% | Reduce -4.4% | 3,314 | $252K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.9% | 3,303 | $251K |
| SEB Asset Management AB | 0.00% | New | 3,276 | $249K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,235 | $246K |
| Center for Financial Planning, Inc. | 0.02% | Add +2063.8% | 3,224 | $245K |
| Atria Investments, Inc | 0.00% | Reduce -8.0% | 3,212 | $244K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 3,212 | $244K |
| Thomas Story & Son LLC | 0.09% | No change | 3,200 | $243K |
| Evergreen Capital Management LLC | 0.00% | Reduce -20.3% | 3,197 | $243K |
| Brookmont Capital Management | 0.13% | Add +23.4% | 3,096 | $235K |
| First Horizon Corp. | 0.01% | No change | 3,095 | $235K |
| University of Chicago | 0.06% | Reduce -5.8% | 3,060 | $232K |
| S Harris Financial Group, LLC | 0.18% | Add +0.5% | 3,045 | $231K |
| InTrack Investment Management Inc | 0.11% | No change | 3,000 | $228K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | No change | 3,000 | $228K |
| Larson Financial Group LLC | 0.01% | Reduce -55.0% | 2,982 | $226K |
| Point Windward Advisors Inc. | 0.10% | No change | 2,982 | $226K |
| Claret Asset Management Corp | 0.02% | Add +5.2% | 2,948 | $224K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.3% | 2,919 | $222K |
| Patron Partners, LLC | 0.08% | No change | 2,900 | $220K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 2,839 | $218K |
| Profund Advisors LLC | 0.01% | Reduce -5.6% | 2,868 | $218K |
| Plimoth Trust Co. LLC | 0.04% | No change | 2,860 | $217K |
| Millennium Management | 0.00% | New | 2,834 | $215K |
| Revisor Wealth Management LLC | 0.05% | New | 2,833 | $215K |
| STRS Ohio | 0.00% | Reduce -13.3% | 2,827 | $215K |
| Allianz Asset Management GmbH | 0.00% | Reduce -93.1% | 2,813 | $214K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,773 | $211K |
| Empower Advisory Group, LLC | 0.00% | Reduce -22.7% | 2,741 | $208K |
| Frec Markets, Inc. | 0.02% | New | 2,732 | $208K |
| Advisors Capital Management, LLC | 0.00% | Add +1.7% | 2,684 | $204K |
| GAMMA Investing LLC | 0.01% | Reduce -14.9% | 2,671 | $203K |
| Innealta Capital, LLC | 0.11% | New | 2,646 | $201K |
| Smithfield Trust Co | 0.01% | No change | 2,558 | $192K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -21.7% | 2,524 | $192K |
| Arax Advisory Partners | 0.00% | Add +1844.3% | 2,197 | $167K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -28.4% | 1,945 | $149K |
| Horizon Investments, LLC | 0.00% | Add +17.3% | 1,908 | $145K |
| Founders Capital Management | 0.06% | No change | 1,800 | $137K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.8% | 1,787 | $136K |
| Quent Capital, LLC | 0.01% | Reduce -3.0% | 1,650 | $125K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.4% | 1,598 | $125K |
| IFP Advisors, Inc | 0.00% | Reduce -8.8% | 1,634 | $124K |
| Clearstead Advisors, LLC | 0.00% | Add +7.4% | 1,463 | $111K |
| Employees Retirement System of Texas | 0.00% | No change | 1,352 | $103K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,330 | $102K |
| Walleye Capital LLC | 0.00% | Reduce -49.5% | 1,310 | $100K |
| UMB Bank, n.a. | 0.00% | Reduce -23.1% | 1,299 | $99K |
| Group One Trading LLC | 0.00% | Reduce -32.7% | 1,126 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 1,081 | $82K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.8% | 1,033 | $78K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $76K |
| Gables Capital Management Inc. | 0.03% | Add +15.0% | 934 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.0% | 845 | $65K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -1.3% | 838 | $64K |
| Spire Wealth Management | 0.00% | Reduce -14.6% | 797 | $61K |
| Huntington National Bank | 0.00% | Add +11.5% | 788 | $60K |
| Cape Investment Advisory, Inc. | 0.01% | New | 727 | $55K |
| Vision Financial Markets LLC | 0.04% | Add +0.5% | 662 | $51K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +150.0% | 660 | $50K |
| V-Square Quantitative Management LLC | 0.00% | No change | 614 | $47K |
| Blue Trust, Inc. | 0.00% | Add +46.7% | 594 | $45K |
| Trust Co. of Toledo NA | 0.00% | No change | 591 | $45K |
| Asset Dedication, LLC | 0.00% | No change | 586 | $45K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 565 | $43K |
| NFSG Corp | 0.00% | Add +0.4% | 475 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -62.8% | 450 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.0% | 445 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.5% | 425 | $32K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 402 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 400 | $30K |
| Anchor Investment Management, LLC | 0.00% | Add +24.3% | 373 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Add +37.0% | 363 | $28K |
| Essential Partners LLC | 0.01% | Add +108.2% | 306 | $23K |
| Versant Capital Management, Inc | 0.00% | Reduce -6.0% | 283 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.4% | 264 | $20K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +109.5% | 264 | $20K |
| Synergy Investment Management, LLC | 0.00% | Add +419.6% | 239 | $20K |
| Alpine Bank Wealth Management | 0.00% | New | 253 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 250 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | Add +265.1% | 241 | $18K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -62.9% | 240 | $18K |
| Asset Planning,Inc | 0.01% | No change | 208 | $16K |
| Continuum Advisory, LLC | 0.00% | New | 208 | $16K |
| Lavaca Capital LLC | 0.00% | No change | 203 | $15K |
| Axiom Investment Management LLC | 0.01% | No change | 200 | $15K |
| Hoey Investments, Inc. | 0.00% | No change | 194 | $15K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 159 | $12K |
| Lanark Financial, Inc. | 0.00% | Reduce -21.1% | 157 | $12K |
| Graticule Asia Macro Advisors LLC | 0.00% | New | 155 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +69.7% | 151 | $11K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -47.4% | 139 | $11K |
| Richardson Capital Management LLC | 0.00% | No change | 135 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +45.6% | 131 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 129 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 124 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 121 | $9K |
| Caitlin John, LLC | 0.01% | No change | 120 | $9K |
| Leonteq Securities AG | 0.00% | No change | 120 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 115 | $9K |
| Steph & Co. | 0.00% | Reduce -86.8% | 112 | $9K |
| SHP Wealth Management | 0.00% | No change | 112 | $9K |
| Anchor Bay Capital, Inc. | 0.00% | — | 100 | $8K |
| Whittier Trust Co. | 0.00% | No change | 107 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 109 | $8K |
| Trust Co. of Vermont | 0.00% | — | 107 | $8K |
| CVA Family Office, LLC | 0.00% | Reduce -30.7% | 106 | $8K |
| Covestor Ltd | 0.00% | No change | 103 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -35.9% | 100 | $8K |
| Rothschild Investment LLC | 0.00% | Add +244.8% | 100 | $8K |
| Danske Bank A/S | 0.00% | No change | 100 | $8K |
| International Assets Investment Management, LLC | 0.00% | Add +1.0% | 99 | $8K |
| HFM Investment Advisors, LLC | 0.00% | Add +4.2% | 99 | $8K |
| WPG Advisers, LLC | 0.00% | No change | 97 | $7K |
| IFG Advisory, LLC | 0.00% | New | 91 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 93 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 85 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 85 | $6K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 80 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.2% | 79 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 76 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 75 | $6K |
| Hughes Financial Services, LLC | 0.00% | Add +1.4% | 74 | $6K |
| TD Private Client Wealth LLC | 0.00% | No change | 68 | $5K |
| EFG International AG | 0.00% | Add +23.6% | 68 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +8.2% | 66 | $5K |
| American Capital Advisory, LLC | 0.00% | Add +12.7% | 62 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -28.1% | 59 | $4K |
| Downshift Financial, LLC | 0.00% | New | 57 | $4K |
| 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 |
| CENTRAL TRUST Co | 0.00% | No change | 47 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -2.1% | 46 | $3K |
| Triumph Capital Management | 0.00% | No change | 40 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 39 | $3K |
| Colonial Trust Co / SC | 0.00% | Add +2.6% | 39 | $3K |
| Mather Group, Llc. | 0.00% | No change | 39 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 36 | $3K |
| Quarry LP | 0.00% | New | 35 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +45.5% | 32 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 32 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +3.3% | 31 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -3.3% | 29 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +12.0% | 28 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 28 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 23 | $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 |
| Princeton Global Asset Management LLC | 0.00% | Reduce -34.2% | 25 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.9% | 25 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +35.3% | 23 | $2K |
| Torren Management, LLC | 0.00% | No change | 19 | $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% | No change | 17 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -15.0% | 17 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 16 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -89.4% | 13 | $987 |
| Sunrise Financial Services, LLC | 0.00% | No change | 12 | $912 |
| Sachetta, LLC | 0.00% | Reduce -64.7% | 12 | $912 |
| Zions Bancorporation, National Association | 0.00% | Reduce -84.5% | 11 | $836 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $684 |
| LRI Investments, LLC | 0.00% | New | 9 | $684 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -44.4% | 5 | $380 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $380 |
| DecisionPoint Financial, LLC | 0.00% | No change | 4 | $307 |
| Seneschal Advisors, LLC | 0.00% | No change | 4 | $304 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 4 | $304 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -94.0% | 4 | $303 |
| Motco | 0.00% | New | 3 | $228 |
| Manchester Capital Management LLC | 0.00% | Reduce -80.0% | 3 | $228 |
| Planning Strategies Inc. | 0.00% | — | 2 | $152 |
| High Note Wealth, LLC | 0.00% | No change | 2 | $152 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $152 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 1 | $76 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -75.0% | 1 | $76 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $76 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is SCI's weight in each manager's 13F, not the share of Service Corp. International the manager owns.