Sei Investments CompanySEIC
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 574 institutions reported holding Sei Investments Company (SEIC) in their 13F filings, up 5 from Q1 2026. 68 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($870.7M), Loomis Sayles & Co. L P ($744.0M) and Vanguard Portfolio Management LLC ($538.6M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sei Investments Company
- CUSIP
- 784117103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $97.8M |
| Exits | 61 | $84.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,593,728 shares bought and 6,878,455 shares sold, net −284,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 574 holders
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 9,927,545 | $870.7M |
| Loomis Sayles & Co. L P | 0.93% | Reduce -1.7% | 8,482,052 | $744.0M |
| Vanguard Portfolio Management LLC | 0.02% | Add +0.3% | 6,140,822 | $538.6M |
| Vanguard Capital Management LLC | 0.01% | Reduce -1.2% | 4,686,241 | $411.0M |
| State Street Corp. | 0.01% | Add +1.6% | 4,251,584 | $372.9M |
| Morgan Stanley | 0.02% | Reduce -14.1% | 4,119,203 | $361.3M |
| Boston Partners | 0.24% | Add +74.8% | 3,093,791 | $271.4M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 2,953,161 | $259.1M |
| Bank of America Corp. | 0.02% | Reduce -0.4% | 2,908,071 | $255.1M |
| FMR LLC | 0.01% | Add +20.0% | 2,510,218 | $220.2M |
| Lord, Abbett & Co. LLC | 0.61% | Add +4.8% | 2,309,004 | $202.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.8% | 1,962,762 | $172.1M |
| First Trust Advisors LP | 0.08% | Reduce -17.6% | 1,501,972 | $131.7M |
| Beutel, Goodman & Co Ltd. | 0.96% | Reduce -15.7% | 1,494,684 | $131.1M |
| Invesco Ltd. | 0.01% | Reduce -3.0% | 1,110,829 | $97.4M |
| Royce & Associates LP | 0.74% | Add +5.4% | 1,050,287 | $92.1M |
| Caisse de depot et placement du Quebec | 0.13% | Reduce -16.3% | 1,002,445 | $87.9M |
| Boston Trust Walden Corp | 0.66% | Reduce -4.7% | 991,300 | $86.9M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 914,907 | $80.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.5% | 894,194 | $78.4M |
| Norges Bank | 0.01% | — | 887,116 | $77.8M |
| Barclays PLC | 0.02% | Add +116.6% | 825,215 | $72.4M |
| American Capital Management Inc. | 2.93% | Reduce -3.0% | 745,323 | $65.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 695,446 | $61.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +16.3% | 660,498 | $57.9M |
| Clark Capital Management Group, Inc. | 0.31% | Reduce -23.7% | 638,934 | $56.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.4% | 592,612 | $52.0M |
| Raymond James Financial Inc. | 0.01% | Add +2.0% | 583,800 | $51.2M |
| Jane Street Group, LLC | 0.03% | Add +9087.3% | 578,801 | $50.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -33.5% | 578,420 | $50.8M |
| First Financial Bankshares Inc | 0.91% | Reduce -0.3% | 552,780 | $48.5M |
| Quantinno Capital Management LP | 0.06% | Add +39.2% | 532,381 | $46.7M |
| Voloridge Investment Management, LLC | 0.19% | Add +25.9% | 518,314 | $45.5M |
| Franklin Resources Inc. | 0.01% | Reduce -47.8% | 512,826 | $45.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.0% | 478,365 | $42.0M |
| Natixis Advisors, LLC | 0.05% | Reduce -1.7% | 461,891 | $40.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.3% | 461,227 | $40.5M |
| Azora Capital LP | 1.64% | New | 443,189 | $38.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +22.9% | 421,046 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 375,392 | $32.9M |
| AQR Capital Management | 0.01% | Reduce -20.4% | 334,349 | $29.3M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -0.3% | 324,567 | $28.5M |
| ProShare Advisors LLC | 0.04% | Add +6.2% | 319,375 | $28.0M |
| Arbejdsmarkedets Tillaegspension | 0.60% | Reduce -3.0% | 313,600 | $27.5M |
| Balyasny Asset Management L.P. | 0.05% | Add +36.5% | 308,050 | $27.0M |
| UBS Group AG | 0.00% | Reduce -2.9% | 307,430 | $27.0M |
| Rhumbline Advisers | 0.02% | Reduce -1.9% | 303,552 | $26.6M |
| Public Employees Retirement Association of Colorado | 0.09% | Add +37.0% | 300,935 | $26.4M |
| Renaissance Technologies | 0.03% | Reduce -28.8% | 284,726 | $25.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -36.9% | 269,995 | $23.7M |
| Millennium Management | 0.02% | Add +124.2% | 266,217 | $23.3M |
| JLB & Associates Inc. | 3.07% | Add +0.9% | 261,576 | $22.9M |
| Retirement Systems of Alabama | 0.07% | Reduce -7.1% | 253,332 | $22.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +49.5% | 228,023 | $20.0M |
| Tidal Investments LLC | 0.05% | Add +40.4% | 226,700 | $19.9M |
| Interval Partners, LP | 0.64% | Add +65.9% | 226,022 | $19.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -52.6% | 216,054 | $19.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.0% | 207,644 | $18.2M |
| California Public Employees Retirement System | 0.01% | Add +3.5% | 205,471 | $18.0M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 202,400 | $17.8M |
| Alps Advisors Inc. | 0.08% | Reduce -6.0% | 201,072 | $17.6M |
| Crestwood Advisors Group, LLC | 0.26% | Add +0.5% | 197,095 | $17.3M |
| Amundi | 0.00% | Add +2.4% | 193,135 | $16.9M |
| Nuveen, LLC | 0.00% | Add +5.9% | 185,536 | $16.3M |
| Leith Wheeler Investment Counsel Ltd. | 1.16% | Reduce -11.1% | 174,506 | $15.3M |
| Markel Group | 0.12% | No change | 173,200 | $15.2M |
| Royal Bank of Canada | 0.00% | Reduce -61.4% | 161,039 | $14.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.11% | Add +127.9% | 160,582 | $14.1M |
| Foyston, Gordon & Payne Inc | 2.98% | Add +0.1% | 157,958 | $13.9M |
| LPL Financial LLC | 0.00% | Reduce -5.9% | 156,953 | $13.8M |
| Bridgewater Associates | 0.05% | Reduce -37.9% | 144,423 | $12.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 141,682 | $12.4M |
| Prana Capital Management, LP | 0.37% | Reduce -70.0% | 139,223 | $12.2M |
| Legal & General Group Plc | 0.00% | Reduce -27.7% | 136,376 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +16.2% | 130,780 | $11.5M |
| KLP Kapitalforvaltning As | 0.04% | No change | 127,800 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +813.6% | 119,448 | $11.1M |
| Two Sigma Investments, LP | 0.01% | Add +518.0% | 118,660 | $10.4M |
| California State Teachers Retirement System | 0.01% | Reduce -6.8% | 117,300 | $10.3M |
| Bank of Montreal | 0.00% | Add +2.7% | 116,432 | $10.2M |
| King Luther Capital Management Corp. | 0.04% | Add +1.6% | 111,077 | $9.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.7% | 119,244 | $9.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.8% | 106,452 | $9.3M |
| Fideuram Asset Management (Ireland) dac | 0.17% | New | 113,187 | $9.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -5.4% | 103,180 | $9.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -3.1% | 102,923 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +11.1% | 102,534 | $9.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +13.2% | 101,909 | $8.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.4% | 101,601 | $8.9M |
| American Century Companies Inc. | 0.00% | Add +6.6% | 101,518 | $8.9M |
| Kathmere Capital Management, LLC | 0.47% | Add +1.1% | 100,611 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 99,780 | $8.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.6% | 97,931 | $8.6M |
| Creative Planning | 0.00% | Reduce -17.8% | 95,983 | $8.4M |
| Citigroup Inc. | 0.00% | Add +174.1% | 93,051 | $8.2M |
| Citadel Advisors | 0.00% | Add +120.2% | 92,433 | $8.1M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +55.6% | 90,061 | $7.9M |
| Karl Kapital LLC | 4.64% | Add +23.1% | 88,816 | $7.8M |
| Man Group plc | 0.01% | Reduce -75.8% | 87,503 | $7.7M |
| Horizon Investments, LLC | 0.08% | Add +2701.7% | 86,966 | $7.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +38.7% | 85,026 | $7.5M |
| Pathstone Holdings, LLC | 0.02% | Add +167.5% | 82,758 | $7.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.8% | 82,635 | $7.2M |
| Teacher Retirement System of Texas | 0.02% | Reduce -20.5% | 82,095 | $7.2M |
| Hahn Capital Management LLC | 4.34% | Reduce -3.4% | 81,535 | $7.2M |
| Taylor Hoffman Capital Management LLC | 1.59% | Add +3.3% | 74,794 | $6.6M |
| Thrive Wealth Management, LLC | 0.83% | Reduce -3.7% | 73,935 | $6.5M |
| Ossiam | 0.09% | New | 73,055 | $6.4M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.9% | 71,582 | $6.3M |
| HSBC Holdings PLC | 0.00% | Reduce -15.7% | 70,381 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.0% | 70,000 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.6% | 69,976 | $6.1M |
| Union Heritage Capital, LLC | 2.04% | No change | 68,700 | $6.0M |
| Brevan Howard Capital Management LP | 0.09% | New | 66,482 | $5.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +3.6% | 65,465 | $5.7M |
| Vest Financial, LLC | 0.06% | Reduce -21.4% | 64,900 | $5.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.7% | 62,601 | $5.6M |
| Modera Wealth Management, LLC | 0.06% | Reduce -3.5% | 64,015 | $5.6M |
| Southernsun Asset Management, LLC | 0.75% | Reduce -5.5% | 63,671 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Add +58.0% | 63,560 | $5.6M |
| HBK Sorce Advisory LLC | 0.11% | Add +0.0% | 51,793 | $5.4M |
| Capital Fund Management S.A. | 0.04% | Add +8.0% | 61,769 | $5.4M |
| Lazard Asset Management LLC | 0.01% | Add +59.0% | 60,499 | $5.3M |
| Banco Santander, S.A. | 0.03% | Add +25.2% | 59,549 | $5.2M |
| IFG Advisory, LLC | 0.18% | New | 59,268 | $5.2M |
| SummitTX Capital, L.P. | 0.13% | Add +582.5% | 55,704 | $4.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3529.6% | 53,464 | $4.7M |
| MAI Capital Management | 0.02% | Reduce -2.2% | 52,803 | $4.6M |
| Vestcor Inc | 0.11% | Reduce -52.7% | 52,801 | $4.6M |
| Holocene Advisors, LP | 0.01% | Add +24.3% | 52,277 | $4.6M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -10.9% | 51,969 | $4.6M |
| HRT Financial LP | 0.01% | New | 50,793 | $4.5M |
| Martingale Asset Management L P | 0.10% | Reduce -41.2% | 50,324 | $4.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -52.1% | 50,175 | $4.4M |
| TD Asset Management Inc | 0.00% | Reduce -55.2% | 48,200 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.0% | 48,143 | $4.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -16.1% | 47,868 | $4.2M |
| Nisa Investment Advisors, LLC | 0.01% | Add +6.9% | 47,165 | $4.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.7% | 46,303 | $4.1M |
| Brandes Investment Partners, LP | 0.03% | Add +12.9% | 45,834 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.1% | 45,802 | $4.0M |
| Vident Advisory, LLC | 0.03% | Add +0.8% | 45,379 | $4.0M |
| Jupiter Topco LLC | 0.00% | — | 45,122 | $4.0M |
| Jump Financial, LLC | 0.04% | Add +590.4% | 44,571 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.6% | 44,178 | $3.9M |
| Polar Asset Management Partners Inc. | 0.09% | New | 44,075 | $3.9M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -8.4% | 43,994 | $3.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.1% | 43,317 | $3.8M |
| Amalgamated Bank | 0.03% | Add +0.6% | 42,927 | $3.8M |
| Weiss Asset Management LP | 0.06% | New | 42,574 | $3.7M |
| Ingalls & Snyder LLC | 0.10% | Add +6.3% | 42,356 | $3.7M |
| Oxbow Advisors, LLC | 0.30% | Add +0.6% | 42,099 | $3.7M |
| New York State Common Retirement Fund | 0.00% | No change | 41,900 | $3.7M |
| Morningstar Investment Management LLC | 0.22% | No change | 46,245 | $3.6M |
| New Age Alpha Advisors, LLC | 0.15% | Reduce -9.7% | 41,141 | $3.6M |
| Moran Wealth Management, LLC | 0.10% | Reduce -4.5% | 41,009 | $3.6M |
| Graham Capital Management, L.P. | 0.14% | Add +20.7% | 40,859 | $3.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +50.1% | 40,231 | $3.5M |
| Atria Investments, Inc | 0.03% | Reduce -0.7% | 39,169 | $3.4M |
| Engineers Gate Manager LP | 0.04% | Reduce -11.8% | 38,836 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 38,148 | $3.3M |
| Aquatic Capital Management LLC | 0.11% | Add +407.7% | 37,864 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 37,708 | $3.3M |
| Wealth Alliance Advisory Group, LLC | 0.48% | No change | 37,504 | $3.3M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +8.1% | 37,301 | $3.3M |
| Focus Partners Wealth | 0.00% | Reduce -0.2% | 36,747 | $3.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.2% | 35,945 | $3.2M |
| Henshaw Capital LLC | 0.10% | Reduce -16.6% | 35,944 | $3.2M |
| Diversified Trust Co. | 0.05% | Add +0.2% | 35,572 | $3.1M |
| Abn Amro Investment Solutions | 0.03% | Reduce -0.8% | 35,510 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Add +65.0% | 34,896 | $3.1M |
| Credit Agricole S A | 0.01% | No change | 34,621 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +3.8% | 34,363 | $3.0M |
| Third View Private Wealth, LLC | 0.37% | Reduce -6.1% | 34,268 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.4% | 34,036 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 33,900 | $3.0M |
| Callan Family Office, LLC | 0.06% | Add +16.5% | 32,957 | $2.9M |
| Allstate Corp. | 0.03% | Reduce -10.3% | 32,582 | $2.9M |
| Voleon Capital Management LP | 0.05% | New | 32,402 | $2.8M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -13.4% | 32,092 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 30,872 | $2.7M |
| SG Americas Securities, LLC | 0.00% | Add +57.0% | 30,655 | $2.7M |
| Sepio Capital, LP | 0.13% | Add +2.1% | 30,232 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -20.9% | 30,110 | $2.6M |
| Arax Advisory Partners | 0.02% | Add +55.6% | 30,065 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -6.4% | 29,054 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -13.4% | 28,160 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 28,117 | $2.5M |
| Arizona State Retirement System | 0.01% | Reduce -2.6% | 27,829 | $2.4M |
| KBC Group NV | 0.01% | Reduce -30.7% | 27,506 | $2.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.7% | 26,700 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 26,678 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +11.1% | 26,392 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.0% | 26,241 | $2.3M |
| Fifth Third Bancorp | 0.00% | Reduce -6.9% | 24,840 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +353.3% | 24,694 | $2.2M |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 23,138 | $2.0M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -0.5% | 23,011 | $2.0M |
| Quadrant Capital Group LLC | 0.05% | Reduce -1.7% | 22,830 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +5.2% | 22,316 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -6.0% | 21,883 | $1.9M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -11.8% | 21,432 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +3.0% | 21,426 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -4.5% | 21,388 | $1.9M |
| New Mexico Educational Retirement Board | 0.05% | No change | 20,800 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.2% | 20,562 | $1.8M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -45.3% | 20,519 | $1.8M |
| Moors & Cabot, Inc. | 0.07% | No change | 20,298 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.2% | 20,242 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.7% | 19,855 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 18,886 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.13% | Reduce -15.4% | 18,884 | $1.7M |
| Readystate Asset Management LP | 0.11% | New | 18,797 | $1.6M |
| Two Sigma Securities, LLC | 0.14% | New | 18,722 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +8.5% | 17,980 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -1.7% | 17,942 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.6% | 17,910 | $1.6M |
| OmniStar Financial Group, Inc. | 0.70% | Add +8.9% | 17,269 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.4% | 16,822 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.8% | 16,580 | $1.5M |
| XTX Topco Ltd | 0.02% | Reduce -40.5% | 16,208 | $1.4M |
| Confluence Wealth Services, Inc. | 0.04% | Add +10.0% | 16,138 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Reduce -9.0% | 15,608 | $1.4M |
| Toronto Dominion Bank | 0.00% | Add +8.0% | 15,592 | $1.4M |
| Hillsdale Investment Management Inc. | 0.03% | Add +13.7% | 15,270 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -11.6% | 15,018 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +23.9% | 14,719 | $1.3M |
| Gotham Asset Management | 0.00% | Reduce -1.4% | 14,351 | $1.3M |
| Lafayette Investments, Inc. | 0.23% | Reduce -6.3% | 14,256 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -18.4% | 13,943 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +22.9% | 13,588 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | New | 13,366 | $1.2M |
| Evergreen Capital Management LLC | 0.02% | Add +32.1% | 12,954 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -19.0% | 12,812 | $1.1M |
| Dumont & Blake Investment Advisors LLC | 0.25% | Reduce -7.1% | 12,691 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.6% | 12,435 | $1.1M |
| Quantbot Technologies LP | 0.04% | Reduce -27.2% | 12,202 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +7.6% | 12,177 | $1.1M |
| Archford Capital Strategies, LLC | 0.11% | New | 12,175 | $1.1M |
| Quadrature Capital Ltd | 0.01% | New | 11,823 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +4.1% | 11,814 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +70.8% | 11,865 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.8% | 11,712 | $1.0M |
| Xponance LLC | 0.01% | Reduce -1.6% | 11,681 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.23% | Reduce -46.0% | 11,609 | $1.0M |
| Portside Wealth Group, LLC | 0.12% | Add +7.3% | 11,403 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -77.7% | 11,189 | $981K |
| Zacks Investment Management | 0.01% | Reduce -74.3% | 10,908 | $957K |
| Huntington National Bank | 0.01% | Reduce -0.0% | 10,885 | $955K |
| Principal Securities, Inc. | 0.01% | Reduce -25.3% | 10,811 | $948K |
| Commerce Bank | 0.00% | Reduce -4.3% | 10,661 | $935K |
| Numerai GP LLC | 0.08% | New | 10,563 | $926K |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 10,371 | $910K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.5% | 10,160 | $891K |
| RBF Capital, LLC | 0.04% | No change | 10,000 | $877K |
| Lido Advisors, LLC | 0.00% | Reduce -19.6% | 9,995 | $877K |
| Penserra Capital Management LLC | 0.01% | Reduce -3.3% | 9,982 | $875K |
| Impact Partnership Wealth, LLC | 0.08% | Add +40.5% | 9,851 | $864K |
| Entropy Technologies, LP | 0.03% | New | 9,844 | $863K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.5% | 9,758 | $856K |
| Harrell Investment Partners, LLC | 0.18% | Add +2.6% | 9,707 | $851K |
| Logan Capital Management Inc. | 0.03% | — | 9,700 | $851K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 9,650 | $846K |
| Intech Investment Management LLC | 0.01% | Reduce -64.1% | 9,578 | $840K |
| Patten & Patten Inc. | 0.04% | No change | 9,400 | $824K |
| Lanark Financial, Inc. | 0.06% | Add +1.4% | 9,275 | $814K |
| Portfolio Design Labs, LLC | 0.13% | Reduce -21.8% | 9,249 | $811K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -93.1% | 9,178 | $805K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.8% | 8,957 | $785K |
| &partners | 0.00% | Reduce -43.5% | 8,615 | $755K |
| Bokf, NA | 0.01% | Reduce -79.0% | 8,498 | $745K |
| Tudor Investment Corporation | 0.00% | New | 8,288 | $727K |
| Precision Wealth Strategies, LLC | 0.22% | Reduce -7.2% | 8,235 | $722K |
| Frec Markets, Inc. | 0.06% | Add +68.5% | 7,997 | $701K |
| Investment Management Corp. /Va/ | 0.57% | Add +0.3% | 7,812 | $685K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -37.1% | 7,644 | $670K |
| Globeflex Capital L P | 0.09% | Add +17.3% | 7,624 | $669K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.0% | 6,714 | $666K |
| Ascent Group, LLC | 0.02% | Reduce -17.6% | 7,467 | $655K |
| iSAM Funds (UK) Ltd | 0.46% | New | 7,400 | $649K |
| Brown Advisory Inc. | 0.00% | Reduce -41.9% | 7,252 | $636K |
| One Wealth Capital Management, LLC | 0.18% | Add +106.9% | 7,189 | $631K |
| GAMMA Investing LLC | 0.02% | Reduce -2.8% | 7,179 | $630K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.3% | 7,087 | $622K |
| Edgestream Partners, L.P. | 0.02% | New | 7,031 | $617K |
| Aviva PLC | 0.00% | Add +23.3% | 6,943 | $609K |
| AIA Group Ltd | 0.01% | Reduce -56.3% | 6,917 | $607K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.6% | 6,853 | $601K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 6,800 | $596K |
| Nilsine Partners, LLC | 0.04% | Add +0.0% | 6,750 | $592K |
| Fayez Sarofim & Co | 0.00% | No change | 6,675 | $585K |
| JMN Financial LLC | 0.46% | Reduce -16.7% | 6,674 | $585K |
| Ghe, LLC | 0.22% | Reduce -1.6% | 6,654 | $584K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.9% | 6,606 | $579K |
| Freestone Grove Partners LP | 0.00% | Reduce -59.6% | 6,603 | $579K |
| Kahn Brothers Group Inc. | 0.09% | No change | 6,596 | $579K |
| OP Asset Management Ltd | 0.01% | No change | 6,539 | $574K |
| Wellington Shields & Co., LLC | 0.13% | No change | 6,500 | $570K |
| Simplicity Wealth,LLC | 0.02% | Add +73.2% | 6,410 | $562K |
| AE Wealth Management LLC | 0.00% | Add +22.1% | 6,381 | $560K |
| Certuity, LLC | 0.03% | Add +1.4% | 6,362 | $558K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -71.1% | 6,352 | $557K |
| Lansing Street Advisors | 0.12% | No change | 6,316 | $554K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 6,292 | $552K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.7% | 6,209 | $545K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -34.3% | 6,195 | $543K |
| South Dakota Investment Council | 0.01% | Reduce -3.2% | 6,128 | $537K |
| Panagora Asset Management Inc. | 0.00% | No change | 6,094 | $535K |
| Ashton Thomas Securities, LLC | 0.08% | Add +9.1% | 6,073 | $533K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -3.3% | 6,053 | $531K |
| AdvisorShares Investments LLC | 0.06% | No change | 5,871 | $515K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.9% | 5,825 | $511K |
| Vise Technologies, Inc. | 0.01% | Add +124.9% | 5,824 | $511K |
| NewEdge Advisors, LLC | 0.00% | Add +17.1% | 5,730 | $503K |
| Signaturefd, LLC | 0.01% | Reduce -17.8% | 5,687 | $499K |
| Larson Financial Group LLC | 0.01% | Add +825.3% | 5,672 | $497K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +90.8% | 5,665 | $497K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,423 | $494K |
| CI Investments Inc. | 0.00% | Reduce -0.7% | 5,564 | $488K |
| Chicago Partners Investment Group LLC | 0.01% | Add +33.3% | 4,985 | $482K |
| DNB Asset Management AS | 0.00% | Add +10.2% | 5,496 | $482K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.9% | 5,451 | $478K |
| Blueshift Asset Management, LLC | 0.11% | New | 5,378 | $472K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +6.3% | 5,351 | $469K |
| Utah Retirement Systems | 0.00% | Reduce -3.5% | 5,306 | $465K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -26.8% | 5,211 | $457K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,131 | $450K |
| Journey Retirement Planning & Investment Management LLC | 0.34% | Reduce -6.5% | 5,008 | $439K |
| Pavaki Capital Management LLC | 0.25% | No change | 5,000 | $439K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | Reduce -88.8% | 4,848 | $425K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -54.4% | 4,778 | $419K |
| Syon Capital LLC | 0.02% | Add +19.3% | 4,729 | $415K |
| US Bancorp \de | 0.00% | Reduce -88.2% | 4,709 | $414K |
| UMB Bank, n.a. | 0.01% | Reduce -39.2% | 4,707 | $413K |
| SHP Wealth Management | 0.03% | Add +0.1% | 4,566 | $400K |
| M&T Bank Corp | 0.00% | Reduce -8.3% | 4,544 | $399K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +10.0% | 4,521 | $397K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 4,470 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -38.5% | 4,469 | $392K |
| Squarepoint Ops LLC | 0.00% | New | 4,464 | $392K |
| QRG Capital Management, Inc. | 0.00% | Add +14.7% | 4,450 | $390K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -2.6% | 4,396 | $386K |
| Caprock Group, LLC | 0.01% | Add +64.3% | 4,196 | $368K |
| Intrua Financial, LLC | 0.03% | New | 4,144 | $364K |
| Global Retirement Partners, LLC | 0.01% | — | 4,017 | $352K |
| Carbahal Olsen Financial Services Group, LLC | 0.24% | No change | 4,000 | $351K |
| Citadel Investment Advisory, Inc. | 0.15% | No change | 3,890 | $341K |
| Kera Capital Partners, Inc. | 0.03% | New | 3,810 | $334K |
| CIBC Asset Management Inc | 0.00% | No change | 3,810 | $334K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.3% | 3,791 | $333K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,469 | $329K |
| Northstar Financial Companies, Inc. | 0.22% | New | 3,727 | $327K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +10.4% | 3,685 | $323K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -92.1% | 3,658 | $321K |
| Mirabella Financial Services LLP | 0.03% | Reduce -60.5% | 3,657 | $321K |
| Savant Capital, LLC | 0.00% | New | 3,827 | $321K |
| Ethic Inc. | 0.00% | Reduce -9.6% | 3,654 | $320K |
| Dakota Wealth Management | 0.01% | Reduce -0.3% | 3,648 | $320K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.0% | 3,609 | $317K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -85.1% | 3,518 | $309K |
| HUB Investment Partners, LLC | 0.01% | Add +5.5% | 3,482 | $305K |
| State of Wyoming | 0.03% | Reduce -47.1% | 3,454 | $303K |
| Cadent Capital Advisors, LLC | 0.06% | No change | 3,422 | $300K |
| Verdence Capital Advisors LLC | 0.02% | New | 3,412 | $299K |
| Hardy Reed LLC | 0.02% | No change | 3,408 | $299K |
| Cullen Investment Group, LTD. | 0.04% | Add +0.5% | 3,393 | $298K |
| Florida Financial Advisors, LLC | 0.05% | Add +8.4% | 3,381 | $297K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.3% | 3,360 | $295K |
| Nykredit A/S | 0.00% | — | 3,303 | $290K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,300 | $289K |
| World Investment Advisors | 0.00% | Reduce -2.4% | 3,601 | $284K |
| Shelton Capital Management | 0.01% | Add +2.2% | 3,214 | $282K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.9% | 3,186 | $279K |
| iA Global Asset Management Inc. | 0.00% | New | 3,175 | $278K |
| STRS Ohio | 0.00% | Add +25.3% | 3,067 | $269K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 3,043 | $267K |
| Outlook Wealth Advisors, LLC | 0.06% | No change | 3,036 | $266K |
| Susquehanna International Group, LLP | 0.00% | Add +6.6% | 3,034 | $266K |
| Marshall Financial Group, LLC | 0.04% | Reduce -75.0% | 3,014 | $264K |
| Royal Capital Wealth Management, LLC | 0.15% | Reduce -6.3% | 3,000 | $263K |
| 111 Capital | 0.04% | New | 2,960 | $260K |
| MQS Management LLC | 0.32% | Reduce -56.4% | 2,952 | $259K |
| Hamilton Capital Partners Inc. | 0.01% | New | 2,925 | $257K |
| Avantra Family Wealth, Inc. | 0.16% | No change | 2,850 | $250K |
| IFP Advisors, Inc | 0.00% | Add +30.4% | 2,841 | $249K |
| Claro Advisors Inc. | 0.03% | Reduce -6.2% | 2,839 | $249K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,835 | $249K |
| RFG Advisory, LLC | 0.00% | Add +2.6% | 2,763 | $242K |
| Bessemer Group Inc. | 0.00% | Add +3.7% | 2,754 | $242K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 2,756 | $242K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 2,744 | $241K |
| Choreo, LLC | 0.00% | New | 2,726 | $239K |
| Financial Planning Hawaii, Inc. | 0.13% | No change | 2,720 | $239K |
| HB Wealth Management, LLC | 0.00% | Add +3.3% | 2,697 | $237K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.7% | 2,689 | $236K |
| AlTi Global, Inc. | 0.00% | Add +0.6% | 2,665 | $234K |
| AlphaCore Capital LLC | 0.00% | New | 2,662 | $233K |
| Meeder Advisory Services, Inc. | 0.01% | Add +3.9% | 2,657 | $233K |
| TrueWealth Advisors, LLC | 0.05% | No change | 2,640 | $232K |
| Ullmann Wealth Partners Group, LLC | 0.02% | New | 2,593 | $227K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -19.0% | 2,581 | $226K |
| Praxis Investment Management Inc. | 0.01% | New | 2,558 | $224K |
| Mgo One Seven LLC | 0.00% | Reduce -0.3% | 2,546 | $223K |
| Compound Planning, Inc. | 0.01% | Reduce -2.2% | 2,505 | $220K |
| Catalyst Financial Partners LLC | 0.02% | Reduce -47.0% | 2,490 | $218K |
| Personal Cfo Solutions, LLC | 0.03% | New | 2,472 | $217K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -71.5% | 2,470 | $217K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -53.5% | 2,443 | $214K |
| Gallacher Capital Management LLC | 0.12% | Reduce -19.8% | 2,433 | $213K |
| Revisor Wealth Management LLC | 0.05% | New | 2,401 | $211K |
| Hilltop Holdings Inc. | 0.02% | New | 2,375 | $208K |
| Wedmont Private Capital | 0.01% | New | 2,174 | $208K |
| AlphaGrep UK Ltd | 0.06% | New | 2,336 | $205K |
| Csenge Advisory Group | 0.01% | Reduce -22.1% | 2,310 | $203K |
| Peterson Wealth Services | 0.04% | Add +0.2% | 2,217 | $194K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -38.3% | 2,184 | $192K |
| Versant Capital Management, Inc | 0.02% | Add +12.6% | 2,139 | $188K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 1,920 | $168K |
| Hollencrest Capital Management | 0.01% | Add +0.2% | 1,907 | $167K |
| Valley National Advisers Inc. | 0.02% | Reduce -36.9% | 1,696 | $149K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +491.4% | 1,591 | $140K |
| Hills Bank & Trust Co | 0.01% | Reduce -5.3% | 1,561 | $137K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,524 | $134K |
| Sachetta, LLC | 0.06% | Add +0.8% | 1,450 | $127K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,407 | $123K |
| National Bank of Canada | 0.00% | Add +0.2% | 1,377 | $121K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.0% | 1,285 | $113K |
| Bard Associates Inc. | 0.02% | Add +2.5% | 1,207 | $106K |
| Covestor Ltd | 0.05% | Add +7.3% | 1,029 | $90K |
| SouthState Bank Corp | 0.00% | No change | 963 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 926 | $81K |
| Employees Retirement System of Texas | 0.00% | No change | 906 | $79K |
| Allworth Financial LP | 0.00% | Reduce -40.6% | 878 | $77K |
| Evolution Advisers, Inc. | 0.03% | No change | 873 | $76K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +45.6% | 795 | $70K |
| WealthCollab, LLC | 0.02% | No change | 777 | $68K |
| Harbor Investment Advisory, LLC | 0.00% | Add +87.2% | 747 | $66K |
| Blue Trust, Inc. | 0.00% | Reduce -10.5% | 730 | $64K |
| Rialto Wealth Management, LLC | 0.01% | Add +0.7% | 697 | $61K |
| Private Trust Co. NA | 0.00% | Reduce -0.7% | 692 | $61K |
| Caitlin John, LLC | 0.03% | Reduce -82.7% | 636 | $56K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +13.8% | 634 | $56K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -9.8% | 626 | $55K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 600 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +53.9% | 600 | $53K |
| Acadian Asset Management LLC | 0.00% | No change | 601 | $52K |
| Smithfield Trust Co | 0.00% | No change | 574 | $50K |
| CX Institutional | 0.00% | Add +44.6% | 532 | $47K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -0.2% | 507 | $44K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -19.1% | 487 | $43K |
| CENTRAL TRUST Co | 0.00% | No change | 481 | $42K |
| Quent Capital, LLC | 0.00% | Reduce -7.5% | 454 | $40K |
| Assetmark, Inc. | 0.00% | Add +111.4% | 446 | $39K |
| Whittier Trust Co. | 0.00% | No change | 389 | $37K |
| Toth Financial Advisory Corp. | 0.00% | No change | 420 | $37K |
| Community Bank, N.A. | 0.00% | No change | 415 | $36K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 400 | $35K |
| CoreFirst Bank & Trust | 0.02% | No change | 373 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | Add +96.8% | 309 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 313 | $27K |
| Financial Network Wealth Advisors LLC | 0.03% | Reduce -2.9% | 300 | $26K |
| HM Payson & Co. | 0.00% | No change | 300 | $26K |
| CVA Family Office, LLC | 0.00% | Add +2.9% | 280 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 269 | $24K |
| Arlington Trust Co LLC | 0.00% | No change | 248 | $22K |
| Mather Group, Llc. | 0.00% | Reduce -8.4% | 240 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 235 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +334.0% | 230 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +30.0% | 221 | $19K |
| Copeland Capital Management, LLC | 0.00% | No change | 221 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 196 | $19K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 200 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 199 | $17K |
| Continuum Advisory, LLC | 0.00% | New | 198 | $17K |
| GW&K Investment Management, LLC | 0.00% | New | 195 | $17K |
| True Wealth Design, LLC | 0.00% | Reduce -32.8% | 191 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -61.0% | 180 | $16K |
| North Star Investment Management Corp. | 0.00% | Reduce -27.2% | 177 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 157 | $14K |
| Rothschild Investment LLC | 0.00% | Reduce -75.6% | 148 | $13K |
| Motco | 0.00% | New | 145 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 145 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.1% | 144 | $13K |
| Access Investment Management LLC | 0.00% | No change | 138 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 131 | $11K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +8.3% | 130 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 125 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +19.4% | 123 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 109 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +53.5% | 109 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -25.5% | 108 | $9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 106 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 105 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 105 | $9K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 104 | $9K |
| Spire Wealth Management | 0.00% | Reduce -45.7% | 102 | $9K |
| Trust Co. of Vermont | 0.00% | — | 98 | $9K |
| Tompkins Financial Corp. | 0.00% | New | 97 | $9K |
| Richardson Financial Services Inc. | 0.00% | Reduce -27.7% | 94 | $8K |
| Signature Equity Partners, LLC | 0.00% | Reduce -1.1% | 87 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -53.9% | 83 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.7% | 82 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Add +50.0% | 81 | $7K |
| City Holding Co. | 0.00% | New | 81 | $7K |
| Essential Partners LLC | 0.00% | New | 75 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 71 | $6K |
| Avion Wealth | 0.00% | Add +9.5% | 69 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 61 | $5K |
| Park Place Capital Corp | 0.00% | New | 60 | $5K |
| Addison Advisors LLC | 0.00% | Reduce -88.1% | 58 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 57 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 53 | $5K |
| TD Private Client Wealth LLC | 0.00% | New | 52 | $5K |
| Altshuler Shaham Ltd | 0.00% | Reduce -3.9% | 49 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 44 | $4K |
| Quarry LP | 0.00% | New | 43 | $4K |
| West Paces Advisors Inc. | 0.00% | New | 42 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -24.1% | 41 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Add +1850.0% | 39 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 37 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 36 | $3K |
| Navigoe, LLC | 0.00% | Add +25.8% | 39 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 34 | $3K |
| Marshall Investment Management, LLC | 0.00% | New | 33 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 32 | $3K |
| Zions Bancorporation, National Association | 0.00% | No change | 32 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 32 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 31 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Activest Wealth Management | 0.00% | Add +3.5% | 30 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 28 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 28 | $2K |
| Atlatl Advisers LLC | 0.00% | New | 27 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 26 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +52.9% | 26 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.7% | 22 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -17.9% | 23 | $2K |
| FWL Investment Management, LLC | 0.00% | New | 22 | $2K |
| Granite FO LLC | 0.00% | No change | 21 | $2K |
| Park Square Financial Group, LLC | 0.01% | Reduce -62.8% | 19 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -5.0% | 19 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +80.0% | 18 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 16 | $1K |
| Grove Bank & Trust | 0.00% | No change | 16 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -39.1% | 14 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 13 | $1K |
| Mosley Wealth Management | 0.00% | New | 12 | $1K |
| LRI Investments, LLC | 0.00% | New | 12 | $1K |
| Investors Portfolio Services LLC | 0.00% | No change | 11 | $965 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -26.7% | 11 | $965 |
| Planning Strategies Inc. | 0.00% | — | 10 | $877 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 10 | $877 |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $877 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 10 | $850 |
| Kilter Group LLC | 0.00% | No change | 9 | $790 |
| Highline Wealth Partners LLC | 0.00% | No change | 9 | $789 |
| First Horizon Corp. | 0.00% | No change | 8 | $702 |
| Group One Trading LLC | 0.00% | Reduce -96.1% | 8 | $702 |
| USA Financial Formulas | 0.00% | — | 6 | $526 |
| AdvisorNet Financial, Inc | 0.00% | Add +20.0% | 6 | $526 |
| Bogart Wealth, LLC | 0.00% | Reduce -66.7% | 6 | $526 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $361 |
| Seneschal Advisors, LLC | 0.00% | No change | 4 | $351 |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 4 | $351 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $213 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -93.1% | 2 | $175 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $175 |
| 3 Factor Indexing, LLC | 0.00% | No change | 1 | $88 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $88 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $88 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $88 |
| Fairman Group, LLC | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is SEIC's weight in each manager's 13F, not the share of Sei Investments Company the manager owns.