Stifel FinancialSF
13F holders, Q4 2024 (December 31)510holders +66
74new positions
18sold out
8famous investors
$106.08avg. 13F price*
At the end of Q4 2024, 510 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 66 from Q3 2024. 74 opened new positions and 18 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.0B) and FMR LLC ($915.3M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $125.7M |
| Exits | 18 | $20.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,522,740 shares bought and 5,090,975 shares sold, net −568,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Vanguard Group Inc. | 0.02% | Add +0.2% | 10,402,992 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +1.6% | 9,457,936 | $1.0B |
| FMR LLC | 0.05% | Add +8.4% | 8,628,832 | $915.3M |
| Capital Research Global Investors | 0.08% | Add +0.1% | 3,474,736 | $368.6M |
| State Street Corp. | 0.01% | Add +2.9% | 3,211,714 | $340.7M |
| Earnest Partners LLC | 1.40% | Reduce -0.8% | 2,948,476 | $312.8M |
| Alliancebernstein L.P. | 0.10% | Reduce -10.8% | 2,651,560 | $281.3M |
| Wellington Management Group LLP | 0.05% | Add +32.2% | 2,588,964 | $274.6M |
| Morgan Stanley | 0.02% | Add +7.7% | 2,564,186 | $272.0M |
| Stifel Financial Corp. | 0.24% | Reduce -5.4% | 2,156,932 | $228.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.2% | 1,700,274 | $180.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -16.4% | 1,646,433 | $174.7M |
| Fisher Asset Management | 0.07% | Add +5.2% | 1,540,584 | $163.4M |
| Fuller & Thaler Asset Management, Inc. | 0.52% | Reduce -26.3% | 1,301,801 | $138.1M |
| Macquarie Group Ltd. | 0.17% | Reduce -12.3% | 1,299,323 | $137.8M |
| Norges Bank | 0.02% | Add +4.0% | 1,295,699 | $137.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 1,234,326 | $130.9M |
| Invesco Ltd. | 0.02% | Add +18.3% | 1,207,465 | $128.1M |
| Northern Trust Corp. | 0.02% | Add +14.8% | 1,128,978 | $119.8M |
| GW&K Investment Management, LLC | 0.98% | Reduce -13.0% | 1,085,168 | $115.1M |
| Millennium Management | 0.10% | Reduce -8.6% | 1,075,770 | $114.1M |
| Channing Capital Management, LLC | 2.97% | Reduce -2.1% | 1,050,100 | $111.4M |
| Bank of America Corp. | 0.01% | Add +2.9% | 1,030,348 | $109.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.9% | 1,005,778 | $106.7M |
| Silvercrest Asset Management Group LLC | 0.70% | Reduce -16.1% | 992,588 | $105.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.1% | 965,824 | $102.5M |
| Principal Financial Group Inc. | 0.05% | Reduce -7.8% | 927,833 | $98.4M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -14.5% | 917,264 | $97.3M |
| LSV Asset Management | 0.19% | Reduce -47.4% | 789,356 | $83.7M |
| New York State Common Retirement Fund | 0.10% | Reduce -0.3% | 671,569 | $71.2M |
| Fiera Capital Corp | 0.21% | Reduce -2.2% | 643,447 | $68.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 514,285 | $54.6M |
| Systematic Financial Management LP | 1.12% | Add +2.7% | 415,321 | $44.1M |
| Hotchkis & Wiley Capital Management LLC | 0.14% | Reduce -13.0% | 409,704 | $43.5M |
| Kennedy Capital Management LLC | 0.89% | Reduce -32.5% | 377,731 | $40.1M |
| AQR Capital Management | 0.05% | Add +1.4% | 334,171 | $35.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -18.8% | 318,698 | $33.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.4% | 315,655 | $33.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 315,302 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +45.3% | 299,261 | $31.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.0% | 291,700 | $30.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.38% | Reduce -0.8% | 269,430 | $28.6M |
| Rhumbline Advisers | 0.03% | Reduce -2.8% | 268,998 | $28.5M |
| Los Angeles Capital Management LLC | 0.11% | Reduce -14.1% | 262,010 | $27.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +48.3% | 255,482 | $27.1M |
| Walleye Capital LLC | 0.27% | Add +473.7% | 238,945 | $25.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.11% | Reduce -32.8% | 230,138 | $24.4M |
| Glenmede Trust Co. NA | 0.12% | Reduce -0.7% | 227,485 | $24.1M |
| Sei Investments Co. | 0.03% | Reduce -3.9% | 223,113 | $23.7M |
| Axiom Investors LLC | 0.17% | Add +4.8% | 217,567 | $23.1M |
| State of Wisconsin Investment Board | 0.06% | Reduce -9.5% | 210,953 | $22.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 201,613 | $21.4M |
| Legal & General Group Plc | 0.01% | Add +0.2% | 191,594 | $20.3M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 190,228 | $20.2M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.9% | 165,800 | $17.6M |
| Agf Management Ltd. | 0.09% | Add +2.2% | 163,781 | $17.4M |
| Philadelphia Financial Management of San Francisco, LLC | 3.20% | New | 150,143 | $15.9M |
| Peregrine Capital Management LLC | 0.47% | Reduce -26.4% | 149,641 | $15.9M |
| Marshall Wace, LLP | 0.02% | Reduce -67.8% | 147,583 | $15.7M |
| Access Investment Management LLC | 4.38% | Add +0.1% | 142,407 | $15.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.5% | 139,776 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 132,341 | $14.0M |
| Ancora Advisors LLC | 0.31% | Reduce -0.4% | 132,078 | $14.0M |
| First Trust Advisors LP | 0.01% | Add +65.2% | 129,459 | $13.7M |
| Crestwood Advisors Group, LLC | 0.26% | Add +0.1% | 129,099 | $13.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.6% | 127,425 | $13.5M |
| Lazard Asset Management LLC | 0.02% | Add +18.3% | 127,312 | $13.5M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 125,389 | $13.3M |
| Schroder Investment Management Group | 0.01% | Reduce -30.4% | 115,864 | $12.3M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.5% | 115,794 | $12.3M |
| Barclays PLC | 0.01% | Add +6.2% | 114,044 | $12.1M |
| Raymond James Financial Inc. | 0.00% | — | 112,521 | $11.9M |
| Cookson Peirce & Co. Inc. | 0.54% | Reduce -0.1% | 111,726 | $11.9M |
| Heartland Advisors Inc. | 0.62% | No change | 107,026 | $11.4M |
| Two Sigma Investments, LP | 0.03% | New | 106,450 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 105,795 | $11.2M |
| UBS Group AG | 0.00% | Add +38.5% | 104,847 | $11.1M |
| EULAV Asset Management | 0.27% | Reduce -0.1% | 104,422 | $11.1M |
| Lighthouse Investment Partners, LLC | 0.41% | New | 99,187 | $10.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.0% | 97,729 | $10.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 95,683 | $10.2M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -1.6% | 93,083 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 82,801 | $8.8M |
| Citadel Advisors | 0.01% | Add +74.6% | 81,975 | $8.7M |
| STRS Ohio | 0.03% | Reduce -1.8% | 77,004 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -46.3% | 75,995 | $8.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +159.6% | 74,449 | $7.9M |
| Castleark Management LLC | 0.27% | Reduce -4.1% | 73,660 | $7.8M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +0.7% | 73,337 | $7.8M |
| Trillium Asset Management, LLC | 0.20% | Reduce -4.4% | 72,918 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +35.5% | 72,889 | $7.7M |
| Curi Capital, LLC | 0.18% | Add +4.9% | 72,704 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Add +3.5% | 72,466 | $7.7M |
| American Century Companies Inc. | 0.00% | Reduce -54.0% | 71,487 | $7.6M |
| Twinbeech Capital LP | 0.13% | New | 70,026 | $7.4M |
| Cinctive Capital Management LP | 0.40% | Add +452.7% | 69,949 | $7.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +316.0% | 69,761 | $7.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.9% | 64,996 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.9% | 63,376 | $6.7M |
| Maltese Capital Management LLC | 1.01% | Add +145.6% | 61,400 | $6.5M |
| LPL Financial LLC | 0.00% | Add +26.0% | 57,942 | $6.4M |
| Brandywine Oak Private Wealth LLC | 0.62% | Reduce -0.2% | 59,315 | $6.3M |
| Campbell & CO Investment Adviser LLC | 0.48% | New | 58,562 | $6.2M |
| Bank of Montreal | 0.00% | Add +6.5% | 58,425 | $6.2M |
| New Age Alpha Advisors, LLC | 0.25% | New | 58,198 | $6.2M |
| MetLife Investment Management, LLC | 0.03% | Add +8.9% | 57,643 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +594.4% | 57,185 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.9% | 49,578 | $5.8M |
| Franklin Resources Inc. | 0.00% | Add +24.3% | 54,846 | $5.8M |
| Algert Global LLC | 0.14% | Reduce -41.3% | 54,402 | $5.8M |
| US Bancorp \de | 0.01% | Reduce -0.4% | 54,259 | $5.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -6.8% | 54,259 | $5.8M |
| Edgestream Partners, L.P. | 0.24% | New | 53,043 | $5.6M |
| 1492 Capital Management LLC | 2.68% | Reduce -1.2% | 53,021 | $5.6M |
| Dana Investment Advisors, Inc. | 0.18% | Reduce -12.6% | 51,442 | $5.5M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -10.0% | 51,328 | $5.4M |
| Amalgamated Bank | 0.04% | Reduce -0.7% | 48,385 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.5% | 48,123 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -0.8% | 47,510 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -0.8% | 47,510 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.9% | 46,522 | $4.9M |
| Janus Henderson Group PLC | 0.00% | No change | 45,609 | $4.8M |
| Integrated Advisors Network LLC | 0.23% | Reduce -6.4% | 45,294 | $4.8M |
| Truist Financial Corp. | 0.01% | Reduce -39.4% | 43,885 | $4.7M |
| Informed Momentum Co LLC | 0.66% | New | 43,759 | $4.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.7% | 43,653 | $4.6M |
| Comerica Bank | 0.02% | Reduce -5.1% | 42,358 | $4.5M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.7% | 42,163 | $4.5M |
| Chase Investment Counsel Corp. | 1.42% | Reduce -1.0% | 41,599 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -70.8% | 41,560 | $4.4M |
| Harbor Capital Advisors, Inc. | 0.19% | Reduce -21.7% | 41,200 | $4.4M |
| Freestone Grove Partners LP | 0.05% | — | 38,656 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +285.7% | 38,448 | $4.1M |
| Quantinno Capital Management LP | 0.04% | Add +1.4% | 38,229 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.3% | 37,515 | $4.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -49.2% | 37,068 | $3.9M |
| Stanley-Laman Group, Ltd. | 0.55% | Reduce -22.8% | 36,978 | $3.9M |
| EFG Asset Management (North America) Corp. | 0.53% | Add +89.9% | 36,479 | $3.9M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.6% | 36,442 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 36,298 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 40,117 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.3% | 35,959 | $3.8M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -1.5% | 35,801 | $3.8M |
| First National Bank of Omaha | 0.24% | Add +0.6% | 35,240 | $3.7M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 35,124 | $3.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -55.4% | 34,990 | $3.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -19.6% | 33,390 | $3.5M |
| Prana Capital Management, LP | 0.17% | New | 32,909 | $3.5M |
| Mariner, LLC | 0.01% | Add +1.6% | 32,548 | $3.5M |
| Zions Bancorporation, N.A. | 0.22% | Add +20.4% | 32,537 | $3.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 32,387 | $3.4M |
| HSBC Holdings PLC | 0.00% | Add +164.9% | 32,300 | $3.4M |
| Regions Financial Corp. | 0.03% | Reduce -2.5% | 32,028 | $3.4M |
| Wesbanco Bank Inc. | 0.11% | Reduce -38.4% | 31,600 | $3.4M |
| Beverly Hills Private Wealth, LLC | 0.68% | Add +4.6% | 31,417 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | New | 31,334 | $3.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -90.3% | 30,925 | $3.3M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 30,056 | $3.2M |
| Man Group plc | 0.01% | Reduce -5.2% | 29,800 | $3.2M |
| Arizona State Retirement System | 0.02% | Add +0.8% | 29,751 | $3.2M |
| Palisades Investment Partners, LLC | 1.33% | Add +9.2% | 29,724 | $3.2M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 29,437 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -6.3% | 29,355 | $3.1M |
| FJ Capital Management LLC | 0.36% | Reduce -22.3% | 29,286 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +0.5% | 28,657 | $3.0M |
| Algebris (uk) Ltd. | 0.84% | New | 29,596 | $3.0M |
| Louisiana State Employees Retirement System | 0.06% | No change | 28,400 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +4.4% | 27,522 | $2.9M |
| Sit Investment Associates Inc. | 0.06% | Reduce -1.1% | 26,765 | $2.8M |
| TT International Asset Management LTD | 0.40% | New | 26,018 | $2.8M |
| Citigroup Inc. | 0.00% | Add +8.3% | 26,001 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +8.2% | 25,032 | $2.7M |
| Clayton Financial Group LLC | 0.96% | No change | 25,012 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.2% | 24,608 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | — | 24,400 | $2.6M |
| State of Michigan Retirement System | 0.01% | Reduce -0.4% | 24,287 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -41.0% | 23,793 | $2.5M |
| Renaissance Technologies | 0.00% | Add +44.9% | 22,915 | $2.4M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 22,771 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.0% | 22,748 | $2.4M |
| Danske Bank A/S | 0.01% | Reduce -1.7% | 22,701 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.0% | 22,606 | $2.4M |
| Focus Partners Wealth | 0.01% | New | 22,257 | $2.4M |
| Alaska Permanent Fund Corp | 0.03% | No change | 21,720 | $2.3M |
| New Mexico Educational Retirement Board | 0.08% | No change | 21,500 | $2.3M |
| TD Asset Management Inc | 0.00% | Reduce -6.1% | 21,400 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.5% | 20,784 | $2.2M |
| Prescott Group Capital Management, L.L.C. | 0.29% | No change | 20,326 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | New | 20,138 | $2.1M |
| Pacer Advisors, Inc. | 0.00% | Add +2.6% | 19,985 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -0.8% | 19,463 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.7% | 19,346 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +31.1% | 18,584 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -2.9% | 18,488 | $2.0M |
| Tributary Capital Management, LLC | 0.15% | Add +46.6% | 18,479 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.6% | 18,115 | $1.9M |
| Commerce Bank | 0.01% | Reduce -11.5% | 17,940 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -5.4% | 17,812 | $1.9M |
| Wedge Capital Management L L P | 0.03% | Reduce -11.5% | 17,626 | $1.9M |
| Engineers Gate Manager LP | 0.03% | New | 17,342 | $1.8M |
| First Financial Bankshares Inc | 0.04% | New | 17,243 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.0% | 17,213 | $1.8M |
| Boston Partners | 0.00% | Reduce -13.0% | 16,863 | $1.8M |
| Magnetar Financial LLC | 0.05% | New | 16,743 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Reduce -2.2% | 16,660 | $1.8M |
| Voloridge Investment Management, LLC | 0.01% | New | 16,618 | $1.8M |
| Choreo, LLC | 0.02% | Reduce -12.3% | 16,318 | $1.7M |
| Mosaic Family Wealth Partners, LLC | 0.24% | No change | 15,964 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -7.7% | 15,928 | $1.7M |
| Tanaka Capital Management Inc. | 3.80% | Reduce -0.3% | 15,681 | $1.7M |
| Creative Planning | 0.00% | Add +5.8% | 15,502 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +89.6% | 15,376 | $1.6M |
| Delphi Management Inc. | 1.55% | Reduce -13.3% | 15,084 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.9% | 15,065 | $1.6M |
| Quantum Private Wealth, LLC | 0.51% | No change | 14,901 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.0% | 14,722 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.0% | 14,151 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +16.9% | 14,145 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Add +27.7% | 14,118 | $1.5M |
| Nomura Holdings Inc. | 0.01% | New | 13,581 | $1.4M |
| Credit Agricole S A | 0.00% | Add +77.9% | 13,173 | $1.4M |
| AMG National Trust Bank | 0.04% | Reduce -35.9% | 13,065 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +0.3% | 13,021 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | New | 12,687 | $1.3M |
| Clark Capital Management Group, Inc. | 0.01% | Add +7.2% | 12,433 | $1.3M |
| First Hawaiian Bank | 0.04% | Reduce -0.9% | 12,403 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.7% | 12,185 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -6.6% | 12,062 | $1.3M |
| Gator Capital Management, LLC | 0.48% | No change | 12,000 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +191.0% | 11,919 | $1.3M |
| Natixis | 0.01% | New | 11,771 | $1.2M |
| Xponance LLC | 0.01% | Add +5.0% | 11,691 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +13.3% | 11,161 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.2% | 10,945 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,875 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 10,764 | $1.1M |
| Trust Point Inc. | 0.08% | Add +353.3% | 10,644 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 10,523 | $1.1M |
| JBF Capital, Inc. | 0.18% | No change | 10,000 | $1.1M |
| Trexquant Investment LP | 0.01% | New | 9,876 | $1.0M |
| Calamos Advisors LLC | 0.01% | No change | 9,615 | $1.0M |
| Entropy Technologies, LP | 0.10% | New | 9,334 | $990K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.5% | 9,068 | $962K |
| HighTower Advisors, LLC | 0.00% | Add +10.6% | 8,777 | $931K |
| Snowden Capital Advisors LLC | 0.03% | Add +2.0% | 8,436 | $895K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 8,400 | $891K |
| Deutsche Bank AG | 0.00% | Add +5.8% | 8,353 | $886K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,000 | $849K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +398.9% | 7,942 | $842K |
| Meritage Portfolio Management | 0.05% | Add +12.4% | 7,871 | $835K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.9% | 7,737 | $821K |
| Hancock Whitney Corp. | 0.03% | Add +1.3% | 7,541 | $800K |
| Corient Private Wealth LP | 0.00% | Add +11.8% | 7,447 | $789K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.3% | 7,433 | $789K |
| Knights of Columbus Asset Advisors LLC | 0.05% | No change | 7,386 | $784K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.5% | 7,314 | $776K |
| Haven Private, LLC | 0.41% | — | 7,000 | $743K |
| Ethic Inc. | 0.01% | Reduce -2.0% | 6,935 | $736K |
| Pitcairn Co. | 0.04% | Reduce -2.5% | 6,832 | $725K |
| Cornerstone Investment Partners, LLC | 0.04% | Add +2.7% | 6,742 | $715K |
| iSAM Funds (UK) Ltd | 0.53% | New | 6,728 | $714K |
| Studio Investment Management LLC | 0.15% | Reduce -4.1% | 6,617 | $702K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -11.8% | 6,479 | $687K |
| Measured Wealth Private Client Group, LLC | 0.22% | Add +14.8% | 6,426 | $682K |
| Gsa Capital Partners LLP | 0.05% | Add +154.0% | 6,366 | $675K |
| FORA Capital, LLC | 0.08% | New | 6,339 | $672K |
| Moody Aldrich Partners LLC | 0.12% | Reduce -0.4% | 6,093 | $646K |
| NJ State Employees Deferred Compensation Plan | 0.08% | No change | 6,000 | $636K |
| Sterling Capital Management LLC | 0.01% | Add +55.4% | 5,883 | $624K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 5,762 | $611K |
| Centiva Capital, LP | 0.02% | New | 5,741 | $609K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,670 | $601K |
| Integrated Investment Consultants, LLC | 0.12% | Add +8.7% | 5,635 | $598K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.2% | 5,427 | $576K |
| Venturi Wealth Management, LLC | 0.03% | Add +650.4% | 5,403 | $573K |
| Connable Office Inc. | 0.06% | No change | 5,401 | $573K |
| Osaic Holdings, Inc. | 0.00% | Add +40.2% | 5,365 | $569K |
| Bridgefront Capital, LLC | 0.19% | New | 5,360 | $569K |
| Utah Retirement Systems | 0.01% | No change | 5,300 | $562K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 5,223 | $554K |
| Shell Asset Management Co. | 0.02% | Reduce -0.1% | 5,117 | $543K |
| &partners | 0.01% | Add +19.5% | 4,903 | $529K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.6% | 4,978 | $528K |
| Yorktown Management & Research Co Inc | 0.50% | No change | 4,900 | $520K |
| Detalus Advisors, LLC | 0.17% | No change | 4,892 | $519K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.7% | 4,869 | $517K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 4,866 | $516K |
| ProShare Advisors LLC | 0.00% | Add +7.1% | 4,788 | $508K |
| Bryce Point Capital, LLC | 0.15% | — | 4,768 | $506K |
| Radnor Capital Management, LLC | 0.08% | No change | 4,757 | $505K |
| Versor Investments LP | 0.09% | New | 4,740 | $503K |
| 111 Capital | 0.11% | — | 4,730 | $502K |
| Tidal Investments LLC | 0.00% | Add +20.8% | 4,682 | $497K |
| AlphaQuest LLC | 0.06% | Add +64142.9% | 4,497 | $477K |
| NorthCoast Asset Management LLC | 0.00% | Add +12.6% | 4,460 | $474K |
| Panagora Asset Management Inc. | 0.00% | Reduce -2.3% | 4,441 | $471K |
| Larson Financial Group LLC | 0.02% | Reduce -18.6% | 4,413 | $468K |
| KBC Group NV | 0.00% | Add +54.4% | 4,407 | $467K |
| Great Lakes Advisors, LLC | 0.00% | Add +7.1% | 4,216 | $447K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.8% | 4,201 | $446K |
| Cwm, LLC | 0.00% | Add +3.8% | 4,088 | $434K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,992 | $423K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,977 | $422K |
| Lecap Asset Management Ltd. | 0.11% | New | 3,943 | $418K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +5.1% | 3,936 | $418K |
| TAP Consulting, LLC | 0.08% | No change | 3,912 | $415K |
| Covenant Partners, LLC | 0.13% | No change | 3,872 | $411K |
| Shelton Capital Management | 0.01% | Reduce -3.8% | 3,869 | $410K |
| Oak Thistle LLC | 0.12% | New | 3,831 | $406K |
| CI Investments Inc. | 0.00% | Add +13.9% | 3,784 | $401K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.5% | 3,531 | $395K |
| Townsquare Capital LLC | 0.00% | Reduce -3.3% | 3,665 | $389K |
| SG Americas Securities, LLC | 0.00% | Add +115.4% | 3,632 | $385K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +111.7% | 3,599 | $382K |
| Rehmann Capital Advisory Group | 0.02% | Add +10.2% | 3,565 | $378K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 3,525 | $374K |
| Blue Trust, Inc. | 0.00% | Reduce -13.6% | 3,471 | $368K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | No change | 3,450 | $366K |
| Advisors Asset Management, Inc. | 0.01% | Add +0.7% | 3,388 | $359K |
| Roberts Glore & Co. Inc. | 0.10% | Reduce -5.8% | 3,275 | $347K |
| Intrust Bank NA | 0.04% | Add +23.4% | 3,275 | $347K |
| Tudor Investment Corporation | 0.00% | New | 3,240 | $344K |
| Forum Financial Management, LP | 0.01% | Add +24.4% | 3,219 | $341K |
| Bridgewater Associates | 0.00% | Reduce -70.4% | 3,204 | $340K |
| XTX Topco Ltd | 0.03% | New | 3,194 | $339K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 3,190 | $338K |
| Visionary Wealth Advisors | 0.02% | No change | 3,187 | $338K |
| CIBC Asset Management Inc | 0.00% | Add +5.4% | 3,183 | $338K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.7% | 3,149 | $334K |
| Caxton Associates LP | 0.01% | New | 3,144 | $334K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.4% | 3,120 | $331K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.8% | 3,030 | $328K |
| Caprock Group, LLC | 0.01% | Add +8.5% | 3,063 | $325K |
| HCR Wealth Advisors | 0.04% | Reduce -0.7% | 3,038 | $322K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 3,025 | $321K |
| Busey Bank | 0.01% | No change | 3,006 | $319K |
| Smith, Moore & Co. | 0.03% | Reduce -10.5% | 2,995 | $318K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -7.5% | 3,003 | $312K |
| M&T Bank Corp | 0.00% | Add +10.8% | 2,931 | $311K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 2,899 | $308K |
| Parallel Advisors, LLC | 0.01% | Add +0.4% | 2,886 | $306K |
| Worldquant Millennium Advisors LLC | 0.00% | No change | 2,846 | $302K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -7.2% | 2,842 | $301K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.6% | 2,823 | $299K |
| Stephens Inc. | 0.00% | No change | 2,795 | $296K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.3% | 2,790 | $296K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.9% | 2,723 | $289K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.4% | 2,712 | $288K |
| Formidable Asset Management, LLC | 0.05% | Reduce -27.0% | 2,700 | $286K |
| ETF Store, Inc. | 0.35% | No change | 2,672 | $283K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.0% | 2,656 | $282K |
| Grant Private Wealth Management Inc | 0.30% | — | 2,650 | $281K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.3% | 2,642 | $280K |
| GeoWealth Management, LLC | 0.01% | Add +495.0% | 2,636 | $280K |
| IFP Advisors, Inc | 0.01% | Add +1.9% | 2,615 | $280K |
| CW Advisors, LLC | 0.00% | New | 2,620 | $278K |
| Wolverine Trading, LLC | 0.01% | New | 2,616 | $278K |
| Sapient Capital LLC | 0.01% | Reduce -7.0% | 2,594 | $275K |
| Greenleaf Trust | 0.00% | Add +1.9% | 2,589 | $275K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +422.2% | 2,559 | $271K |
| Synovus Financial Corp. | 0.00% | No change | 2,550 | $271K |
| NewEdge Advisors, LLC | 0.00% | Add +6.8% | 2,526 | $268K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.9% | 2,498 | $265K |
| Profund Advisors LLC | 0.01% | Reduce -4.6% | 2,481 | $263K |
| Icon Wealth Advisors, LLC | 0.02% | Add +4.2% | 2,462 | $261K |
| Financial Counselors Inc. | 0.00% | No change | 2,433 | $258K |
| Vident Advisory, LLC | 0.00% | Reduce -10.4% | 2,365 | $251K |
| Virtu Financial LLC | 0.01% | New | 2,355 | $250K |
| Allianz Asset Management GmbH | 0.00% | Reduce -70.7% | 2,355 | $250K |
| US Asset Management LLC | 0.22% | New | 2,349 | $249K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.1% | 2,337 | $248K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 2,336 | $248K |
| Diametric Capital, LP | 0.17% | New | 2,326 | $247K |
| Blair William & Co. | 0.00% | Add +0.0% | 2,323 | $246K |
| HB Wealth Management, LLC | 0.00% | New | 2,314 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.5% | 2,289 | $243K |
| Essex Financial Services, Inc. | 0.02% | Add +0.8% | 2,288 | $243K |
| Country Trust Bank | 0.01% | No change | 2,250 | $239K |
| Praxis Investment Management Inc. | 0.02% | New | 2,230 | $237K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -5.9% | 2,231 | $237K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -0.6% | 2,185 | $235K |
| Evergreen Capital Management LLC | 0.01% | New | 2,199 | $233K |
| Trueblood Wealth Management, LLC | 0.11% | Reduce -15.4% | 2,195 | $233K |
| Drive Wealth Management, LLC | 0.06% | New | 2,143 | $227K |
| Machina Capital S.A.S. | 0.09% | New | 2,092 | $222K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | — | 2,080 | $221K |
| Metis Global Partners, LLC | 0.01% | Reduce -11.3% | 2,075 | $220K |
| Quadrant Capital Group LLC | 0.01% | Add +7.2% | 2,060 | $219K |
| Winebrenner Capital Management LLC | 0.17% | — | 2,040 | $216K |
| Sage Rhino Capital LLC | 0.05% | New | 1,980 | $210K |
| Merit Financial Group, LLC | 0.00% | New | 1,936 | $205K |
| Old National Bancorp | 0.00% | New | 1,925 | $204K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -64.7% | 1,918 | $203K |
| TD Private Client Wealth LLC | 0.01% | Reduce -30.5% | 1,882 | $200K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -21.8% | 1,837 | $195K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.5% | 1,778 | $193K |
| State of Wyoming | 0.02% | Reduce -1.5% | 1,744 | $185K |
| Principal Securities, Inc. | 0.00% | Add +10.1% | 1,642 | $174K |
| Point72 Hong Kong Ltd | 0.01% | New | 1,583 | $168K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $156K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Add +0.4% | 1,393 | $148K |
| R Squared Ltd | 0.12% | — | 1,190 | $126K |
| Hilltop National Bank | 0.04% | Reduce -8.0% | 1,150 | $122K |
| Signaturefd, LLC | 0.00% | Add +7.0% | 1,093 | $116K |
| UMB Bank, n.a. | 0.00% | Add +24.1% | 1,080 | $115K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.5% | 934 | $99K |
| GAMMA Investing LLC | 0.01% | Add +78.9% | 900 | $95K |
| Huntington National Bank | 0.00% | Add +27.6% | 805 | $85K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.9% | 802 | $85K |
| Rothschild Investment LLC | 0.01% | No change | 765 | $81K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -2.0% | 750 | $80K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 730 | $77K |
| Mather Group, Llc. | 0.00% | Add +14.6% | 707 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.4% | 633 | $67K |
| Caitong International Asset Management Co., Ltd | 0.06% | — | 596 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 585 | $62K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 577 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | Add +84.3% | 553 | $59K |
| Smartleaf Asset Management LLC | 0.01% | Add +26.6% | 528 | $56K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.9% | 487 | $52K |
| Park Place Capital Corp | 0.01% | No change | 475 | $50K |
| Quarry LP | 0.01% | New | 459 | $49K |
| Versant Capital Management, Inc | 0.01% | Add +46.5% | 457 | $48K |
| Lindbrook Capital, LLC | 0.00% | Add +0.5% | 391 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -15.3% | 348 | $40K |
| Quent Capital, LLC | 0.00% | No change | 354 | $38K |
| Whittier Trust Co. | 0.00% | No change | 336 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -72.3% | 333 | $35K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $34K |
| Bessemer Group Inc. | 0.00% | Add +52.1% | 321 | $34K |
| Arax Advisory Partners | 0.00% | Reduce -4.1% | 304 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 277 | $30K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 270 | $29K |
| Hemington Wealth Management | 0.01% | Add +23.4% | 258 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 242 | $26K |
| Riverview Trust Co | 0.02% | No change | 225 | $24K |
| Allworth Financial LP | 0.00% | Add +8.1% | 201 | $23K |
| Jones Financial Companies LLLP | 0.00% | Reduce -24.6% | 214 | $23K |
| Smithfield Trust Co | 0.00% | No change | 206 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $21K |
| Sandy Spring Bank | 0.00% | No change | 198 | $21K |
| Covestor Ltd | 0.01% | Add +5.8% | 182 | $19K |
| J.Safra Asset Management Corp | 0.00% | Add +39.7% | 169 | $18K |
| Fortitude Family Office, LLC | 0.01% | No change | 157 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +41.0% | 148 | $16K |
| WPG Advisers, LLC | 0.01% | — | 140 | $15K |
| Manchester Capital Management LLC | 0.00% | No change | 135 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -6.8% | 96 | $11K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 99 | $11K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -27.9% | 98 | $10K |
| Headlands Technologies LLC | 0.00% | New | 95 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 95 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 94 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 92 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 90 | $10K |
| First Financial Corp. | 0.00% | No change | 88 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | New | 88 | $9K |
| Private Trust Co. NA | 0.00% | No change | 87 | $9K |
| MAI Capital Management | 0.00% | New | 76 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 74 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.4% | 74 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -98.5% | 65 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 67 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | — | 55 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +116.0% | 54 | $6K |
| LGT Financial Advisors LLC | 0.01% | No change | 52 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 47 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.2% | 44 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 43 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 42 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 40 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 39 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $4K |
| Colonial Trust Co / SC | 0.00% | New | 38 | $4K |
| Avalon Trust Co | 0.00% | New | 37 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 36 | $4K |
| South Plains Financial, Inc. | 0.00% | — | 36 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -11.4% | 31 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 32 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.0% | 26 | $3K |
| Bokf, NA | 0.00% | Add +550.0% | 26 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 23 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $2K |
| Addison Advisors LLC | 0.00% | New | 19 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 18 | $2K |
| Brooklyn Investment Group | 0.00% | Add +1700.0% | 18 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Sachetta, LLC | 0.00% | Reduce -79.6% | 10 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 10 | $1K |
| Global Financial Private Client, LLC | 0.00% | New | 8 | $849 |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $743 |
| Amundi | 0.00% | Reduce -100.0% | 6 | $651 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $531 |
| HHM Wealth Advisors, LLC | 0.00% | New | 4 | $425 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 4 | $424 |
| WR Wealth Planners, LLC | 0.00% | No change | 4 | $424 |
| NewSquare Capital LLC | 0.00% | New | 4 | $424 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 3 | $318 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -90.6% | 3 | $318 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $214 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $212 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $107 |
| Summit Securities Group LLC | 0.00% | New | 1 | $106 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $106 |
| Activest Wealth Management | 0.00% | New | 1 | $106 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.