Sei Investments CompanySEIC
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 549 institutions reported holding Sei Investments Company (SEIC) in their 13F filings, down 15 from Q2 2025. 58 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($955.5M), BlackRock, Inc. ($785.9M) and Loomis Sayles & Co. L P ($761.6M). 8 famous investors held it, including Tom Gayner (0.1% of Markel Group's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sei Investments Company
- CUSIP
- 784117103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $53.4M |
| Exits | 65 | $197.7M |
All 13F filers, Q2 2025 → Q3 2025: 5,588,449 shares bought and 6,370,518 shares sold, net −782,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| Vanguard Group Inc. | 0.01% | Add +0.3% | 11,260,591 | $955.5M |
| BlackRock, Inc. | 0.01% | Add +0.7% | 9,262,602 | $785.9M |
| Loomis Sayles & Co. L P | 0.91% | Add +1.5% | 8,976,049 | $761.6M |
| Morgan Stanley | 0.03% | Reduce -0.7% | 5,593,742 | $474.6M |
| State Street Corp. | 0.01% | Reduce -4.4% | 4,536,582 | $384.9M |
| Bank of America Corp. | 0.02% | Reduce -1.3% | 3,121,067 | $264.8M |
| Geode Capital Management, LLC | 0.02% | Add +8.1% | 2,784,343 | $236.3M |
| Beutel, Goodman & Co Ltd. | 1.03% | Reduce -22.2% | 2,022,950 | $171.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.8% | 1,863,052 | $158.1M |
| Invesco Ltd. | 0.02% | Add +4.1% | 1,731,523 | $146.9M |
| First Trust Advisors LP | 0.11% | Reduce -0.1% | 1,725,019 | $146.4M |
| Lord, Abbett & Co. LLC | 0.42% | Add +8.5% | 1,608,382 | $136.5M |
| FMR LLC | 0.01% | Add +61.0% | 1,349,630 | $114.5M |
| Caisse de depot et placement du Quebec | 0.21% | Add +31.0% | 1,343,757 | $114.0M |
| Boston Trust Walden Corp | 0.69% | Reduce -19.3% | 1,105,409 | $93.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.6% | 1,013,911 | $86.0M |
| Royal Bank of Canada | 0.01% | Reduce -15.3% | 951,082 | $80.7M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 922,620 | $78.3M |
| Royce & Associates LP | 0.76% | Reduce -26.3% | 903,583 | $76.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +2.6% | 883,753 | $75.0M |
| Ameriprise Financial Inc. | 0.02% | Add +37.2% | 815,694 | $69.2M |
| Qube Research & Technologies Ltd | 0.09% | Add +82.5% | 766,775 | $65.1M |
| Prana Capital Management, LP | 2.01% | Add +60.8% | 711,311 | $60.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 662,458 | $56.2M |
| Millennium Management | 0.05% | Add +12.8% | 655,689 | $55.6M |
| Franklin Resources Inc. | 0.01% | Add +17.1% | 638,486 | $54.2M |
| American Capital Management Inc. | 1.91% | Add +21.9% | 565,117 | $48.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.6% | 528,314 | $44.8M |
| Natixis Advisors, LLC | 0.06% | Reduce -3.5% | 511,066 | $43.4M |
| AQR Capital Management | 0.03% | Add +19.1% | 467,344 | $39.7M |
| UBS Group AG | 0.01% | Add +16.4% | 443,722 | $37.6M |
| Voloridge Investment Management, LLC | 0.12% | Add +42.2% | 406,237 | $34.5M |
| ProShare Advisors LLC | 0.07% | Reduce -13.8% | 389,621 | $33.1M |
| Renaissance Technologies | 0.04% | Reduce -8.3% | 386,926 | $32.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 381,134 | $32.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.5% | 361,436 | $30.7M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -10.0% | 329,970 | $28.0M |
| Rhumbline Advisers | 0.02% | Add +3.1% | 326,240 | $27.7M |
| Man Group plc | 0.05% | Add +40.9% | 314,194 | $26.7M |
| Retirement Systems of Alabama | 0.08% | Add +5.5% | 289,851 | $24.6M |
| Jupiter Asset Management Ltd. | 0.20% | Reduce -33.5% | 277,462 | $23.5M |
| JLB & Associates Inc. | 2.97% | Reduce -0.6% | 266,544 | $22.6M |
| Bridgewater Associates | 0.09% | Add +102.6% | 262,502 | $22.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +141.8% | 252,231 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.3% | 240,350 | $20.4M |
| Alps Advisors Inc. | 0.11% | Reduce -14.5% | 236,376 | $20.1M |
| Nuveen, LLC | 0.01% | Reduce -0.3% | 236,113 | $20.0M |
| Legal & General Group Plc | 0.00% | Reduce -4.8% | 229,985 | $19.5M |
| Martingale Asset Management L P | 0.46% | Reduce -4.9% | 216,904 | $18.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.8% | 208,988 | $17.7M |
| Citadel Advisors | 0.01% | Add +2.0% | 206,698 | $17.5M |
| Swiss National Bank | 0.01% | Add +0.5% | 205,100 | $17.4M |
| Interval Partners, LP | 0.37% | Reduce -11.3% | 203,914 | $17.3M |
| Leith Wheeler Investment Counsel Ltd. | 1.17% | Add +1.4% | 203,305 | $17.3M |
| California Public Employees Retirement System | 0.01% | Add +11.6% | 199,122 | $16.9M |
| State of Alaska, Department of Revenue | 0.17% | Reduce -0.3% | 198,116 | $16.8M |
| Los Angeles Capital Management LLC | 0.06% | Add +175.5% | 194,201 | $16.5M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +4204.8% | 178,435 | $15.1M |
| Vestcor Inc | 0.44% | Reduce -0.1% | 174,337 | $14.8M |
| Allianz Asset Management GmbH | 0.02% | Add +21.1% | 174,266 | $14.8M |
| Markel Group | 0.12% | No change | 173,200 | $14.7M |
| Brandywine Global Investment Management, LLC | 0.10% | Add +7.6% | 166,317 | $14.1M |
| Foyston, Gordon & Payne Inc | 2.88% | Add +2.7% | 155,513 | $13.2M |
| Barclays PLC | 0.00% | Add +0.9% | 155,403 | $13.2M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +8.1% | 155,388 | $13.2M |
| Quantinno Capital Management LP | 0.04% | Add +47.5% | 151,920 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Add +3.3% | 144,219 | $12.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.8% | 139,287 | $11.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -12.0% | 135,162 | $11.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +70.0% | 131,252 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Add +2.7% | 129,975 | $11.0M |
| KLP Kapitalforvaltning As | 0.04% | Reduce -18.4% | 126,900 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -9.0% | 124,830 | $10.6M |
| King Luther Capital Management Corp. | 0.04% | Reduce -9.8% | 124,726 | $10.6M |
| M&G PLC | 0.06% | New | 122,508 | $10.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +19.8% | 119,886 | $10.2M |
| Wells Fargo & Company | 0.00% | Add +25.0% | 119,567 | $10.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.1% | 116,155 | $9.9M |
| LPL Financial LLC | 0.00% | Add +13.6% | 112,555 | $9.6M |
| American Century Companies Inc. | 0.00% | Reduce -3.5% | 112,137 | $9.5M |
| TD Asset Management Inc | 0.01% | Reduce -11.5% | 111,238 | $9.4M |
| Jane Street Group, LLC | 0.01% | Reduce -70.8% | 110,316 | $9.4M |
| Acadian Asset Management LLC | 0.02% | Add +4.3% | 109,183 | $9.3M |
| Truist Financial Corp. | 0.01% | Reduce -5.7% | 108,625 | $9.2M |
| Hahn Capital Management LLC | 4.41% | Reduce -4.3% | 108,367 | $9.2M |
| Bank of Montreal | 0.00% | Reduce -12.5% | 107,664 | $9.1M |
| Tidal Investments LLC | 0.04% | Add +25.0% | 105,187 | $8.9M |
| Teacher Retirement System of Texas | 0.03% | Add +8.0% | 102,295 | $8.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -25.3% | 101,009 | $8.6M |
| Schroder Investment Management Group | 0.01% | Add +15.7% | 99,697 | $8.5M |
| California State Teachers Retirement System | 0.01% | Reduce -5.3% | 99,225 | $8.4M |
| Engineers Gate Manager LP | 0.09% | Add +11.4% | 97,094 | $8.2M |
| Capital Fund Management S.A. | 0.08% | Add +100.2% | 95,285 | $8.1M |
| Kathmere Capital Management, LLC | 0.56% | Add +25.7% | 93,022 | $7.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -36.7% | 91,796 | $7.8M |
| Balyasny Asset Management L.P. | 0.02% | New | 88,345 | $7.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.3% | 85,681 | $7.3M |
| Thrive Wealth Management, LLC | 1.02% | Add +104.2% | 79,296 | $6.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.0% | 78,235 | $6.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 77,852 | $6.6M |
| UMB Bank, n.a. | 0.10% | Add +0.1% | 77,609 | $6.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.3% | 73,696 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +22.6% | 72,953 | $6.2M |
| Modera Wealth Management, LLC | 0.07% | Reduce -3.9% | 72,772 | $6.2M |
| Cerity Partners LLC | 0.01% | Reduce -12.6% | 72,036 | $6.1M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Reduce -28.8% | 71,629 | $6.1M |
| Taylor Hoffman Capital Management LLC | 1.88% | Add +1.5% | 70,265 | $6.0M |
| Illinois Municipal Retirement Fund | 0.08% | Add +49.0% | 69,971 | $5.9M |
| RK Asset Management, LLC | 5.33% | Reduce -0.1% | 69,139 | $5.9M |
| Union Heritage Capital, LLC | 1.89% | No change | 68,700 | $5.8M |
| Southernsun Asset Management, LLC | 0.73% | Reduce -0.7% | 66,497 | $5.6M |
| Summit Wealth Group LLC / Co. | 0.59% | New | 115,735 | $5.5M |
| Abn Amro Investment Solutions | 0.11% | Reduce -40.4% | 64,295 | $5.5M |
| Jain Global LLC | 0.08% | Add +378.9% | 64,248 | $5.5M |
| Banco Santander, S.A. | 0.05% | No change | 63,920 | $5.4M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +349.2% | 63,902 | $5.4M |
| HSBC Holdings PLC | 0.00% | Reduce -4.9% | 63,316 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.4% | 62,346 | $5.3M |
| Vest Financial, LLC | 0.07% | Add +15.1% | 62,543 | $5.3M |
| Horizon Investments, LLC | 0.07% | Add +66.5% | 62,493 | $5.3M |
| Amundi | 0.00% | Reduce -60.7% | 62,010 | $5.3M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.3% | 62,115 | $5.3M |
| Prudential PLC | 0.04% | Add +1574.8% | 61,633 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +1.5% | 60,308 | $5.1M |
| Tudor Investment Corporation | 0.03% | New | 56,699 | $4.8M |
| Vident Advisory, LLC | 0.05% | Add +203.6% | 56,656 | $4.8M |
| IFG Advisory, LLC | 0.22% | Add +1.1% | 56,647 | $4.8M |
| HBK Sorce Advisory LLC | 0.12% | Reduce -0.0% | 57,910 | $4.8M |
| Court Place Advisors, LLC | 1.43% | No change | 56,150 | $4.8M |
| Danske Bank A/S | 0.01% | Reduce -29.3% | 53,447 | $4.5M |
| APG Asset Management N.V. | 0.01% | No change | 62,600 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3.6% | 52,473 | $4.5M |
| Cwm, LLC | 0.01% | Reduce -3.1% | 52,151 | $4.4M |
| Magnetar Financial LLC | 0.03% | Add +295.3% | 51,675 | $4.4M |
| ExodusPoint Capital Management, LP | 0.06% | Add +398.6% | 50,864 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +17.5% | 50,795 | $4.3M |
| Mill Creek Capital Advisors, LLC | 0.09% | New | 49,971 | $4.2M |
| Prudential Financial Inc. | 0.01% | Add +159.2% | 49,736 | $4.2M |
| Holocene Advisors, LP | 0.01% | New | 49,163 | $4.2M |
| Polar Asset Management Partners Inc. | 0.12% | Add +312.1% | 49,043 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +19.2% | 49,000 | $4.2M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -75.8% | 48,797 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.2% | 48,458 | $4.1M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -25.4% | 48,268 | $4.1M |
| KBC Group NV | 0.01% | Add +4.1% | 47,885 | $4.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -74.9% | 46,766 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +16.5% | 46,210 | $3.9M |
| Janus Henderson Group PLC | 0.00% | No change | 46,100 | $3.9M |
| Moran Wealth Management, LLC | 0.12% | Reduce -2.7% | 45,963 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -0.3% | 45,763 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 43,835 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -7.8% | 43,392 | $3.7M |
| Bokf, NA | 0.06% | Reduce -0.1% | 43,233 | $3.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -7.3% | 43,100 | $3.7M |
| Henshaw Capital LLC | 0.14% | No change | 42,843 | $3.6M |
| Citigroup Inc. | 0.00% | Add +1.4% | 42,029 | $3.6M |
| Zacks Investment Management | 0.03% | New | 41,915 | $3.6M |
| Graham Capital Management, L.P. | 0.19% | Add +9.0% | 41,738 | $3.5M |
| Creative Planning | 0.00% | Add +163.3% | 41,394 | $3.5M |
| Inspire Investing, LLC | 0.34% | Add +16.4% | 41,194 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 40,498 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +2.1% | 40,138 | $3.4M |
| US Bancorp \de | 0.00% | Add +0.6% | 38,431 | $3.3M |
| Ingalls & Snyder LLC | 0.11% | Add +6.1% | 38,283 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +4.2% | 38,155 | $3.2M |
| Wealth Alliance Advisory Group, LLC | 0.57% | No change | 37,504 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +935.3% | 37,115 | $3.1M |
| Trexquant Investment LP | 0.03% | Reduce -77.6% | 36,702 | $3.1M |
| AlphaQuest LLC | 0.20% | Add +13.9% | 36,345 | $3.1M |
| Morningstar Investment Management LLC | 0.11% | Add +875.5% | 36,154 | $3.1M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +277.8% | 35,545 | $3.0M |
| NJ State Employees Deferred Compensation Plan | 0.33% | No change | 35,400 | $3.0M |
| Sepio Capital, LP | 0.17% | Reduce -1.0% | 33,643 | $2.9M |
| Handelsbanken Fonder AB | 0.01% | Add +32.9% | 33,500 | $2.8M |
| Diversified Trust Co. | 0.06% | Reduce -7.8% | 33,209 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -3.8% | 32,806 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -5.0% | 32,141 | $2.7M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 31,307 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -4.9% | 31,102 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 31,054 | $2.6M |
| SG Americas Securities, LLC | 0.01% | Add +158.8% | 31,021 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.1% | 30,872 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.8% | 30,803 | $2.6M |
| Intech Investment Management LLC | 0.02% | Add +519.6% | 29,927 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.5% | 29,852 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.0% | 29,388 | $2.5M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +119.5% | 28,892 | $2.5M |
| Brandes Investment Partners, LP | 0.02% | Add +13.9% | 28,820 | $2.4M |
| Comerica Bank | 0.01% | Reduce -8.1% | 28,014 | $2.4M |
| DGS Capital Management, LLC | 0.43% | Add +11.3% | 27,501 | $2.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +3554.3% | 27,042 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -55.3% | 26,942 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | No change | 26,700 | $2.3M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -71.6% | 26,688 | $2.3M |
| Clark Capital Management Group, Inc. | 0.01% | Add +66.4% | 26,544 | $2.3M |
| Smithbridge Asset Management Inc. | 0.32% | No change | 26,201 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.5% | 26,200 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.6% | 24,949 | $2.1M |
| Convergence Investment Partners, LLC | 0.47% | Add +22.8% | 24,464 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 24,113 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.8% | 24,028 | $2.0M |
| Landscape Capital Management, L.L.C. | 0.12% | Add +141.4% | 22,882 | $1.9M |
| Linden Thomas Advisory Services, LLC | 0.19% | Reduce -0.9% | 22,476 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Add +5.1% | 22,417 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -1.8% | 22,388 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +442.3% | 22,325 | $1.9M |
| Entropy Technologies, LP | 0.14% | New | 21,984 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 21,887 | $1.9M |
| Credit Agricole S A | 0.01% | — | 21,844 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +15.4% | 21,665 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -36.7% | 21,644 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +35.9% | 21,411 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.3% | 21,247 | $1.8M |
| Hussman Strategic Advisors, Inc. | 0.39% | New | 21,000 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.9% | 20,942 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 20,806 | $1.8M |
| New Mexico Educational Retirement Board | 0.05% | No change | 20,800 | $1.8M |
| Sterling Capital Management LLC | 0.03% | Reduce -15.0% | 20,525 | $1.7M |
| Moors & Cabot, Inc. | 0.08% | No change | 20,299 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +8.7% | 19,786 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +40.9% | 19,510 | $1.7M |
| Gries Financial LLC | 0.26% | Reduce -35.1% | 19,382 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +30.4% | 19,157 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.6% | 18,886 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +3.6% | 18,628 | $1.6M |
| Portfolio Design Labs, LLC | 0.26% | Reduce -70.2% | 17,804 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +66.1% | 17,732 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.1% | 17,612 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +206.4% | 17,336 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -43.6% | 17,217 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.0% | 17,212 | $1.5M |
| Utah Retirement Systems | 0.01% | Add +2.3% | 17,165 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -0.8% | 17,009 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -42.3% | 16,412 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +76.9% | 16,314 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.23% | Add +49.1% | 15,785 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -27.3% | 15,606 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +23.4% | 15,573 | $1.3M |
| Headlands Technologies LLC | 0.10% | Add +38.5% | 15,340 | $1.3M |
| Lafayette Investments, Inc. | 0.25% | No change | 15,274 | $1.3M |
| Toronto Dominion Bank | 0.00% | Reduce -8.8% | 15,062 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.9% | 14,779 | $1.3M |
| Dumont & Blake Investment Advisors LLC | 0.30% | New | 14,653 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +7.3% | 14,610 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 14,555 | $1.2M |
| Pensionfund Sabic | 0.33% | No change | 14,100 | $1.2M |
| Redwood Investment Management, LLC | 0.13% | Reduce -7.3% | 14,071 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +27.8% | 13,913 | $1.2M |
| Donald L. Hagan, LLC | 0.58% | Reduce -3.2% | 13,853 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -17.8% | 13,762 | $1.2M |
| Ascent Group, LLC | 0.04% | Reduce -71.0% | 13,354 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -86.4% | 12,623 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -2.2% | 12,450 | $1.1M |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -2.8% | 12,408 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.3% | 11,816 | $1.0M |
| Aviva PLC | 0.00% | Add +1.9% | 11,769 | $999K |
| Novem Group | 0.12% | Add +3.6% | 11,716 | $994K |
| Marshall Financial Group, LLC | 0.19% | Add +4.8% | 11,699 | $993K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 11,576 | $982K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -5.8% | 11,504 | $976K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +36.8% | 11,138 | $945K |
| Voleon Capital Management LP | 0.02% | New | 11,026 | $936K |
| LMR Partners LLP | 0.02% | No change | 10,957 | $930K |
| Xponance LLC | 0.01% | Reduce -1.5% | 10,941 | $928K |
| Farringdon Capital, Ltd. | 0.23% | Add +215.1% | 10,833 | $919K |
| Diversify Advisory Services, LLC | 0.03% | Add +76.5% | 11,212 | $907K |
| &partners | 0.01% | Add +31.1% | 10,476 | $890K |
| Cadence Bank | 0.05% | No change | 10,409 | $883K |
| Arax Advisory Partners | 0.01% | Add +960.0% | 10,250 | $870K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.7% | 10,031 | $851K |
| RBF Capital, LLC | 0.04% | No change | 10,000 | $849K |
| Cresset Asset Management, LLC | 0.00% | Add +9.1% | 9,968 | $846K |
| Commerce Bank | 0.00% | Reduce -3.4% | 9,927 | $842K |
| Logan Capital Management Inc. | 0.03% | No change | 9,700 | $823K |
| Patton Albertson Miller Group, LLC | 0.10% | No change | 9,650 | $819K |
| New York Life Investment Management LLC | 0.01% | Reduce -5.0% | 9,606 | $815K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.13% | Reduce -68.4% | 9,547 | $810K |
| Patten & Patten Inc. | 0.05% | No change | 9,400 | $798K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +215.3% | 9,364 | $795K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 9,267 | $786K |
| Harrell Investment Partners, LLC | 0.19% | Add +2.2% | 9,234 | $784K |
| Portside Wealth Group, LLC | 0.11% | Add +15.7% | 9,193 | $780K |
| Lanark Financial, Inc. | 0.06% | Add +0.5% | 9,047 | $768K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -39.8% | 8,910 | $756K |
| Hillsdale Investment Management Inc. | 0.02% | Add +21.9% | 8,900 | $755K |
| Point72 (DIFC) Ltd | 0.05% | Reduce -36.1% | 8,872 | $753K |
| Glenmede Investment Management, LP | 0.00% | No change | 8,425 | $715K |
| MQS Management LLC | 0.41% | Reduce -18.6% | 8,323 | $706K |
| Quadrant Capital Group LLC | 0.02% | Add +2.8% | 8,215 | $697K |
| Atom Investors LP | 0.05% | Add +6.9% | 8,155 | $692K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +39.7% | 8,145 | $691K |
| MML Investors Services, LLC | 0.00% | Add +39.8% | 8,090 | $686K |
| Investment Management Corp. /Va/ | 0.57% | No change | 7,789 | $661K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.0% | 7,727 | $656K |
| Evergreen Capital Management LLC | 0.02% | Add +12.4% | 7,591 | $644K |
| State of Wyoming | 0.07% | Add +71.5% | 7,565 | $642K |
| Avior Wealth Management, LLC | 0.02% | Add +0.6% | 7,428 | $630K |
| Nilsine Partners, LLC | 0.06% | Reduce -3.5% | 7,257 | $616K |
| South Dakota Investment Council | 0.01% | Reduce -15.2% | 7,228 | $613K |
| GAMMA Investing LLC | 0.03% | Add +5.5% | 7,096 | $602K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.4% | 7,036 | $597K |
| EntryPoint Capital, LLC | 0.23% | Add +95.3% | 7,035 | $597K |
| Wellington Shields & Co., LLC | 0.15% | No change | 7,000 | $594K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -94.2% | 6,767 | $574K |
| Integrated Wealth Concepts LLC | 0.01% | New | 6,742 | $572K |
| Inscription Capital, LLC | 0.06% | New | 6,704 | $569K |
| Fayez Sarofim & Co | 0.00% | No change | 6,675 | $566K |
| Aster Capital Management (DIFC) Ltd | 0.29% | Add +215.7% | 6,673 | $566K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 6,657 | $565K |
| CoreCap Advisors, LLC | 0.02% | Reduce -16.6% | 6,653 | $565K |
| Two Sigma Advisers, LP | 0.00% | Reduce -92.5% | 6,600 | $560K |
| Kahn Brothers Group Inc. | 0.11% | No change | 6,596 | $560K |
| Haverford Trust Co | 0.01% | Reduce -0.9% | 6,550 | $556K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,423 | $547K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.3% | 6,422 | $545K |
| Lansing Street Advisors | 0.14% | No change | 6,316 | $536K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 6,292 | $534K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.3% | 6,281 | $533K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.1% | 6,278 | $533K |
| Marshall Wace, LLP | 0.00% | Reduce -83.7% | 6,149 | $522K |
| Panagora Asset Management Inc. | 0.00% | No change | 6,094 | $517K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -0.3% | 6,046 | $513K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +25.8% | 6,008 | $510K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 5,881 | $499K |
| Precision Wealth Strategies, LLC | 0.16% | New | 5,792 | $491K |
| Ashton Thomas Securities, LLC | 0.07% | Reduce -0.5% | 5,685 | $482K |
| AdvisorShares Investments LLC | 0.08% | Reduce -1.2% | 5,478 | $465K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -84.2% | 5,421 | $460K |
| Certuity, LLC | 0.03% | Add +28.0% | 5,410 | $459K |
| Advyzon Investment Management, LLC | 0.08% | Add +23.4% | 5,396 | $458K |
| Advisor OS, LLC | 0.04% | Reduce -15.3% | 5,356 | $454K |
| MJP Associates Inc. | 0.06% | Reduce -8.0% | 5,227 | $444K |
| Optimize Financial Inc. | 0.23% | New | 5,173 | $439K |
| Maryland State Retirement & Pension System | 0.01% | Add +9.9% | 5,131 | $435K |
| Catalyst Funds Management Pty Ltd | 0.07% | Reduce -13.2% | 5,110 | $434K |
| Impact Partnership Wealth, LLC | 0.06% | Add +18.3% | 5,065 | $430K |
| DRW Securities, LLC | 0.02% | Add +73.8% | 4,997 | $423K |
| Mariner, LLC | 0.00% | Reduce -41.4% | 4,936 | $419K |
| Bayforest Capital Ltd | 0.20% | Reduce -21.3% | 4,902 | $416K |
| Icon Wealth Advisors, LLC | 0.03% | Add +70.6% | 4,775 | $405K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -87.0% | 4,733 | $402K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 4,666 | $396K |
| IFP Advisors, Inc | 0.01% | Add +169.4% | 4,593 | $390K |
| Bessemer Group Inc. | 0.00% | Add +15.1% | 4,585 | $389K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -1.3% | 4,546 | $386K |
| Ground Swell Capital, LLC | 0.79% | New | 4,250 | $361K |
| Ethic Inc. | 0.01% | Reduce -5.7% | 4,247 | $360K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.9% | 4,161 | $353K |
| CIBC Asset Management Inc | 0.00% | No change | 4,143 | $352K |
| AE Wealth Management LLC | 0.00% | Add +12.5% | 4,136 | $351K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.2% | 4,132 | $351K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,002 | $340K |
| Carbahal Olsen Financial Services Group, LLC | 0.27% | No change | 4,000 | $339K |
| WBH Advisory Inc. | 0.03% | No change | 4,000 | $339K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,999 | $339K |
| CI Investments Inc. | 0.00% | Reduce -10.5% | 3,952 | $335K |
| Citadel Investment Advisory, Inc. | 0.15% | No change | 3,940 | $334K |
| Lindenwold Advisors, INC | 0.16% | Add +1.0% | 3,928 | $333K |
| Cullen Investment Group, LTD. | 0.04% | No change | 3,884 | $333K |
| Private Advisor Group, LLC | 0.00% | Add +8.6% | 3,885 | $330K |
| Kestra Investment Management, LLC | 0.01% | Reduce -6.9% | 3,839 | $326K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -73.7% | 3,659 | $310K |
| SummitTX Capital, L.P. | 0.01% | Reduce -87.6% | 3,581 | $304K |
| Cadent Capital Advisors, LLC | 0.08% | Reduce -27.0% | 3,545 | $301K |
| Blueshift Asset Management, LLC | 0.09% | New | 3,530 | $300K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +21.5% | 3,465 | $294K |
| MAI Capital Management | 0.00% | Add +503.3% | 3,463 | $294K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | Add +55.9% | 3,458 | $293K |
| Shelton Capital Management | 0.01% | No change | 3,430 | $291K |
| Institute for Wealth Management, LLC. | 0.03% | Add +12.7% | 3,362 | $285K |
| Atlantic Union Bankshares Corp | 0.01% | New | 3,300 | $280K |
| Mairs & Power Inc. | 0.00% | No change | 3,300 | $280K |
| Hardy Reed LLC | 0.02% | No change | 3,288 | $279K |
| Longboard Asset Management, LP | 0.45% | No change | 3,270 | $277K |
| Royal Capital Wealth Management, LLC | 0.17% | No change | 3,201 | $272K |
| Korea Investment CORP | 0.00% | No change | 3,172 | $269K |
| Syon Capital LLC | 0.01% | Add +11.3% | 3,160 | $268K |
| Sageworth Trust Co | 0.01% | New | 3,070 | $260K |
| NBT Bank, N.A. | 0.02% | Reduce -97.2% | 85 | $260K |
| Forum Financial Management, LP | 0.00% | Add +12.1% | 3,002 | $255K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +29.8% | 2,989 | $254K |
| Leo Wealth, LLC | 0.03% | Add +3.5% | 2,987 | $253K |
| Gibbs Wealth Management | 0.06% | Reduce -13.3% | 2,964 | $252K |
| Outlook Wealth Advisors, LLC | 0.06% | New | 2,958 | $251K |
| Polymer Capital Management (HK) LTD | 0.03% | New | 2,935 | $249K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -1.5% | 2,851 | $242K |
| Avantra Family Wealth, Inc. | 0.18% | No change | 2,850 | $242K |
| Valley National Advisers Inc. | 0.04% | Reduce -30.5% | 2,836 | $240K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +99.8% | 2,827 | $240K |
| Gallacher Capital Management LLC | 0.09% | New | 2,797 | $237K |
| Modern Wealth Management, LLC | 0.00% | Reduce -4.7% | 2,773 | $235K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -39.1% | 2,764 | $235K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 2,761 | $234K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,730 | $232K |
| Inceptionr LLC | 0.06% | New | 2,717 | $231K |
| Norden Group LLC | 0.02% | New | 2,716 | $230K |
| PharVision Advisers, LLC | 0.13% | New | 2,699 | $229K |
| Choreo, LLC | 0.00% | Add +7.9% | 2,697 | $229K |
| Apriem Advisors | 0.02% | No change | 2,648 | $225K |
| TrueWealth Advisors, LLC | 0.06% | No change | 2,640 | $224K |
| Park Avenue Securities LLC | 0.00% | New | 2,626 | $223K |
| QRG Capital Management, Inc. | 0.00% | Add +11.3% | 2,615 | $222K |
| Hilltop Holdings Inc. | 0.01% | Reduce -2.4% | 2,532 | $215K |
| STRS Ohio | 0.00% | Reduce -91.8% | 2,487 | $211K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.6% | 2,483 | $211K |
| Cooper Financial Group | 0.02% | New | 2,476 | $210K |
| Simplicity Wealth,LLC | 0.01% | New | 2,475 | $210K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.8% | 2,423 | $206K |
| Compound Planning, Inc. | 0.01% | New | 2,385 | $202K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,375 | $201K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -41.4% | 2,367 | $201K |
| Principal Securities, Inc. | 0.00% | Add +36.5% | 2,117 | $180K |
| Hollencrest Capital Management | 0.01% | No change | 1,900 | $161K |
| Peterson Wealth Services | 0.04% | New | 4,970 | $149K |
| Covestor Ltd | 0.08% | Reduce -3.9% | 1,730 | $147K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +1526.4% | 1,724 | $146K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.0% | 1,679 | $142K |
| Hills Bank & Trust Co | 0.01% | No change | 1,648 | $140K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.3% | 1,543 | $131K |
| Global Retirement Partners, LLC | 0.00% | Add +3.0% | 1,501 | $127K |
| Sachetta, LLC | 0.05% | No change | 1,431 | $121K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -26.9% | 1,407 | $119K |
| Versant Capital Management, Inc | 0.02% | Add +7.8% | 1,335 | $113K |
| Fifth Third Bancorp | 0.00% | No change | 1,315 | $112K |
| Simplex Trading, LLC | 0.00% | New | 1,281 | $108K |
| Advisory Services Network, LLC | 0.00% | New | 1,193 | $101K |
| Blue Trust, Inc. | 0.00% | Add +5.7% | 1,152 | $98K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 1,086 | $92K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +97.2% | 980 | $83K |
| SouthState Bank Corp | 0.00% | Reduce -1.6% | 951 | $81K |
| Employees Retirement System of Texas | 0.00% | No change | 906 | $77K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 900 | $73K |
| Evolution Advisers, Inc. | 0.03% | No change | 873 | $73K |
| Painted Porch Advisors LLC | 0.03% | No change | 827 | $70K |
| WealthCollab, LLC | 0.03% | No change | 766 | $65K |
| Private Trust Co. NA | 0.01% | Reduce -21.1% | 689 | $58K |
| Rialto Wealth Management, LLC | 0.01% | Add +0.6% | 680 | $58K |
| Toth Financial Advisory Corp. | 0.01% | No change | 666 | $57K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 650 | $55K |
| Whittier Trust Co. | 0.00% | Add +0.5% | 623 | $53K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +637.4% | 612 | $52K |
| Abich Financial Wealth Management LLC | 0.02% | — | 591 | $50K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 600 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 582 | $49K |
| Smithfield Trust Co | 0.00% | No change | 535 | $45K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -1.2% | 513 | $44K |
| Addison Advisors LLC | 0.01% | Add +6.1% | 485 | $41K |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 444 | $38K |
| Quarry LP | 0.01% | Reduce -13.5% | 441 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Add +353.1% | 435 | $37K |
| Allworth Financial LP | 0.00% | Add +44.0% | 432 | $37K |
| Community Bank, N.A. | 0.00% | New | 415 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 400 | $34K |
| National Bank of Canada | 0.00% | Reduce -23.0% | 395 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -97.9% | 390 | $33K |
| CoreFirst Bank & Trust | 0.02% | No change | 373 | $32K |
| SJS Investment Consulting Inc. | 0.00% | Add +142.9% | 357 | $30K |
| Root Financial Partners, LLC | 0.00% | New | 334 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 320 | $27K |
| HM Payson & Co. | 0.00% | No change | 300 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +33.8% | 289 | $25K |
| Mather Group, Llc. | 0.00% | New | 266 | $23K |
| Quent Capital, LLC | 0.00% | New | 266 | $23K |
| Arlington Trust Co LLC | 0.00% | No change | 248 | $21K |
| Osterweis Capital Management Inc. | 0.00% | No change | 246 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 235 | $20K |
| Copeland Capital Management, LLC | 0.00% | Add +63.7% | 221 | $19K |
| Group One Trading LLC | 0.00% | New | 203 | $17K |
| Natixis | 0.00% | Reduce -28.4% | 202 | $17K |
| Hemington Wealth Management | 0.00% | Add +5.6% | 207 | $17K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $17K |
| Spire Wealth Management | 0.00% | No change | 188 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 179 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +141.3% | 181 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 175 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 161 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 157 | $13K |
| Rothschild Investment LLC | 0.00% | Add +285.0% | 154 | $13K |
| Daiwa Securities Group Inc. | 0.00% | New | 151 | $13K |
| Huntington National Bank | 0.00% | Add +4.2% | 148 | $13K |
| Access Investment Management LLC | 0.00% | No change | 138 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +55.2% | 135 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 131 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 129 | $11K |
| Caitlin John, LLC | 0.01% | New | 110 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 108 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 105 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +61.9% | 102 | $9K |
| Optiver Holding B.V. | 0.00% | Reduce -39.5% | 101 | $9K |
| Innovative Advisory Group, LLC | 0.01% | No change | 100 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 94 | $8K |
| Virtus Advisers, LLC | 0.00% | Reduce -89.9% | 91 | $8K |
| Larson Financial Group LLC | 0.00% | Add +11.1% | 90 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +43.5% | 89 | $8K |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 84 | $7K |
| Assetmark, Inc. | 0.00% | Add +95.2% | 82 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 81 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 72 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +27.3% | 70 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 65 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 63 | $5K |
| Avion Wealth | 0.00% | Add +20.7% | 70 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 57 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 56 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 53 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -2.0% | 48 | $4K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | No change | 49 | $4K |
| Crewe Advisors LLC | 0.00% | New | 46 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 46 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +7.3% | 44 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +121.0% | 42 | $4K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 40 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -36.5% | 40 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -93.0% | 37 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 35 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $3K |
| Red Tortoise LLC | 0.00% | No change | 33 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 33 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -66.3% | 32 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 31 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 30 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 28 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 25 | $2K |
| Navigoe, LLC | 0.00% | New | 31 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 32 | $2K |
| North Capital, Inc. | 0.00% | No change | 22 | $2K |
| Granite FO LLC | 0.00% | No change | 21 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 18 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 13 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 12 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 13 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $849 |
| Financial Consulate, Inc. | 0.00% | New | 10 | $849 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -9.1% | 10 | $848 |
| Cornerstone Planning Group LLC | 0.00% | New | 58 | $817 |
| Highline Wealth Partners LLC | 0.00% | No change | 9 | $764 |
| SBI Securities Co., Ltd. | 0.00% | Add +50.0% | 9 | $764 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $593 |
| Palisade Asset Management, LLC | 0.00% | New | 6 | $510 |
| Elevation Wealth Partners, LLC | 0.00% | New | 5 | $425 |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $425 |
| Seneschal Advisors, LLC | 0.00% | New | 4 | $340 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.0% | 4 | $339 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $255 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $170 |
| Dogwood Wealth Management LLC | 0.00% | New | 2 | $170 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1 | $85 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $85 |
| Fairman Group, LLC | 0.00% | No change | 1 | $72 |
"% of holder's portfolio" is SEIC's weight in each manager's 13F, not the share of Sei Investments Company the manager owns.