Stifel FinancialSF
13F holders, Q1 2025 (March 31)523holders +13
67new positions
52sold out
8famous investors
$94.20avg. 13F price*
At the end of Q1 2025, 523 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 13 from Q4 2024. 67 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($1.0B), FMR LLC ($894.6M) and BlackRock, Inc. ($887.6M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $75.1M |
| Exits | 52 | $42.1M |
All 13F filers, Q4 2024 → Q1 2025: 7,797,502 shares bought and 5,767,533 shares sold, net +2,029,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| Vanguard Group Inc. | 0.02% | Add +2.1% | 10,620,407 | $1.0B |
| FMR LLC | 0.06% | Add +10.0% | 9,490,523 | $894.6M |
| BlackRock, Inc. | 0.02% | Reduce -0.4% | 9,416,128 | $887.6M |
| State Street Corp. | 0.01% | Add +0.7% | 3,234,463 | $304.9M |
| Earnest Partners LLC | 1.32% | Reduce -1.1% | 2,916,311 | $274.9M |
| Capital Research Global Investors | 0.05% | Reduce -24.9% | 2,609,577 | $246.0M |
| Wellington Management Group LLP | 0.04% | Reduce -4.3% | 2,478,267 | $233.6M |
| Stifel Financial Corp. | 0.24% | Add +11.1% | 2,396,191 | $225.9M |
| Alliancebernstein L.P. | 0.08% | Reduce -13.8% | 2,284,591 | $215.3M |
| Morgan Stanley | 0.01% | Reduce -21.6% | 2,009,135 | $189.4M |
| Geode Capital Management, LLC | 0.01% | Add +5.2% | 1,788,340 | $168.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -7.9% | 1,516,081 | $142.9M |
| Fisher Asset Management | 0.06% | Reduce -9.7% | 1,390,540 | $131.1M |
| Norges Bank | 0.02% | Add +5.3% | 1,363,861 | $128.6M |
| AQR Capital Management | 0.13% | Add +314.1% | 1,383,836 | $126.9M |
| Fuller & Thaler Asset Management, Inc. | 0.48% | Add +0.1% | 1,303,656 | $122.9M |
| Invesco Ltd. | 0.02% | Add +0.3% | 1,211,580 | $114.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.9% | 1,210,628 | $114.1M |
| Marshall Wace, LLP | 0.15% | Add +717.5% | 1,206,458 | $113.7M |
| Bank of America Corp. | 0.01% | Add +15.3% | 1,187,762 | $112.0M |
| Macquarie Group Ltd. | 0.14% | Reduce -9.6% | 1,174,692 | $110.7M |
| Northern Trust Corp. | 0.02% | Add +0.6% | 1,136,207 | $107.1M |
| GW&K Investment Management, LLC | 0.93% | Reduce -1.6% | 1,068,343 | $100.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.0% | 985,773 | $92.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -4.1% | 890,028 | $83.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -8.2% | 886,707 | $83.6M |
| Channing Capital Management, LLC | 2.35% | Reduce -21.5% | 824,098 | $77.7M |
| Silvercrest Asset Management Group LLC | 0.53% | Reduce -20.5% | 789,424 | $74.4M |
| Millennium Management | 0.06% | Reduce -39.0% | 656,381 | $61.9M |
| New York State Common Retirement Fund | 0.09% | Reduce -6.3% | 628,961 | $59.3M |
| Fiera Capital Corp | 0.21% | Reduce -2.7% | 625,901 | $59.0M |
| LSV Asset Management | 0.13% | Reduce -29.8% | 554,532 | $52.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.4% | 501,980 | $47.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.57% | Add +54.7% | 416,693 | $39.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -54.9% | 413,779 | $39.0M |
| Systematic Financial Management LP | 1.11% | Reduce -0.4% | 413,498 | $39.0M |
| Hotchkis & Wiley Capital Management LLC | 0.13% | Reduce -1.3% | 404,229 | $38.1M |
| Kennedy Capital Management LLC | 0.90% | Add +5.6% | 398,929 | $37.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +529.0% | 398,633 | $37.6M |
| Balyasny Asset Management L.P. | 0.09% | Add +1120.4% | 377,415 | $35.6M |
| Qube Research & Technologies Ltd | 0.05% | Add +198.5% | 315,752 | $29.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 310,816 | $29.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.0% | 309,443 | $29.2M |
| Prudential Financial Inc. | 0.04% | Add +1192.5% | 307,527 | $29.0M |
| Nuveen, LLC | 0.01% | — | 303,035 | $28.6M |
| Citadel Advisors | 0.03% | Add +259.1% | 294,355 | $27.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.0% | 291,602 | $27.5M |
| Sei Investments Co. | 0.03% | Add +27.3% | 284,044 | $26.8M |
| Walleye Capital LLC | 0.32% | Add +14.8% | 274,366 | $25.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 268,170 | $25.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 260,851 | $24.6M |
| UBS Group AG | 0.00% | Add +111.1% | 221,328 | $20.9M |
| Glenmede Trust Co. NA | 0.11% | Reduce -3.1% | 220,475 | $20.8M |
| Squarepoint Ops LLC | 0.05% | Add +421.7% | 216,804 | $20.4M |
| State of Wisconsin Investment Board | 0.05% | Reduce -1.4% | 207,970 | $19.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.09% | Reduce -13.3% | 199,651 | $18.8M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 198,213 | $18.7M |
| Legal & General Group Plc | 0.01% | Add +2.0% | 195,410 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.3% | 189,703 | $17.9M |
| Los Angeles Capital Management LLC | 0.07% | Reduce -35.4% | 169,363 | $16.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.6% | 161,456 | $15.2M |
| Peregrine Capital Management LLC | 0.48% | Add +3.4% | 154,653 | $14.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +108.5% | 145,461 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 145,204 | $13.7M |
| Axiom Investors LLC | 0.13% | Reduce -35.3% | 140,718 | $13.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.5% | 136,245 | $12.8M |
| Ancora Advisors LLC | 0.29% | Add +2.9% | 135,955 | $12.8M |
| Prana Capital Management, LP | 0.49% | Add +292.1% | 129,023 | $12.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.1% | 127,305 | $12.0M |
| Crestwood Advisors Group, LLC | 0.23% | Reduce -1.5% | 127,217 | $12.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -1.1% | 125,957 | $11.9M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.6% | 112,833 | $10.6M |
| Agf Management Ltd. | 0.06% | Reduce -31.1% | 112,829 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 112,753 | $10.6M |
| Cookson Peirce & Co. Inc. | 0.53% | Reduce -0.5% | 111,178 | $10.5M |
| Moran Wealth Management, LLC | 0.34% | New | 108,209 | $10.2M |
| Heartland Advisors Inc. | 0.58% | Reduce -0.0% | 106,998 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 104,904 | $9.9M |
| EULAV Asset Management | 0.24% | No change | 104,422 | $9.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | New | 101,783 | $9.6M |
| Philadelphia Financial Management of San Francisco, LLC | 2.07% | Reduce -34.1% | 98,988 | $9.3M |
| Barclays PLC | 0.00% | Reduce -15.8% | 96,062 | $9.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 94,627 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.1% | 91,771 | $8.7M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.6% | 91,599 | $8.6M |
| Schroder Investment Management Group | 0.01% | Reduce -23.7% | 88,386 | $8.3M |
| Victory Capital Management Inc. | 0.01% | Add +33.5% | 86,759 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +11.1% | 84,400 | $8.0M |
| Trillium Asset Management, LLC | 0.22% | Add +12.9% | 82,359 | $7.8M |
| Boston Partners | 0.01% | Add +388.0% | 82,288 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.0% | 81,966 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 80,737 | $7.6M |
| Jane Street Group, LLC | 0.01% | Add +40.2% | 80,179 | $7.6M |
| Teacher Retirement System of Texas | 0.03% | Add +125.5% | 78,915 | $7.4M |
| Magnetar Financial LLC | 0.11% | Add +371.0% | 78,863 | $7.4M |
| Ieq Capital, LLC | 0.06% | New | 77,499 | $7.3M |
| STRS Ohio | 0.03% | Add +0.4% | 77,325 | $7.3M |
| Voloridge Investment Management, LLC | 0.03% | Add +354.5% | 75,534 | $7.1M |
| Castleark Management LLC | 0.25% | Add +2.3% | 75,370 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +5.3% | 75,239 | $7.1M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +112.5% | 74,625 | $7.0M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +0.2% | 73,502 | $6.9M |
| Natixis Advisors, LLC | 0.01% | Add +1.1% | 73,265 | $6.9M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -3.1% | 72,131 | $6.8M |
| Quantinno Capital Management LP | 0.04% | Add +85.0% | 70,743 | $6.7M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 70,000 | $6.6M |
| First Trust Advisors LP | 0.01% | Reduce -46.7% | 68,968 | $6.5M |
| Trexquant Investment LP | 0.07% | Add +591.5% | 68,288 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -36.2% | 67,884 | $6.4M |
| BNP Paribas Financial Markets | 0.00% | Add +71.8% | 66,073 | $6.2M |
| Curi Capital, LLC | 0.15% | Reduce -9.1% | 66,070 | $6.2M |
| Acadian Asset Management LLC | 0.02% | Add +365.6% | 65,728 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +36.5% | 65,662 | $6.2M |
| Bank of Montreal | 0.00% | Add +8.5% | 63,414 | $6.0M |
| Maltese Capital Management LLC | 0.95% | No change | 61,400 | $5.8M |
| Brandywine Oak Private Wealth LLC | 0.55% | No change | 59,315 | $5.6M |
| Bridgewater Associates | 0.03% | Add +1745.4% | 59,128 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 58,938 | $5.6M |
| Algebris (uk) Ltd. | 1.03% | Add +108.9% | 61,833 | $5.4M |
| LPL Financial LLC | 0.00% | Add +8.1% | 62,654 | $5.4M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.7% | 56,683 | $5.3M |
| D. E. Shaw & Co. | 0.01% | Add +48.8% | 55,152 | $5.2M |
| Algert Global LLC | 0.13% | No change | 54,402 | $5.1M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -3.0% | 52,650 | $5.0M |
| Citigroup Inc. | 0.00% | Add +101.7% | 52,431 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -4.1% | 52,038 | $4.9M |
| Harbor Capital Advisors, Inc. | 0.22% | Add +26.1% | 51,957 | $4.9M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -1.0% | 50,932 | $4.8M |
| 1492 Capital Management LLC | 2.56% | Reduce -5.2% | 50,277 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -5.3% | 48,617 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.0% | 48,475 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +2.0% | 48,475 | $4.6M |
| Campbell & CO Investment Adviser LLC | 0.34% | Reduce -19.9% | 46,920 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Add +0.5% | 46,770 | $4.4M |
| Amalgamated Bank | 0.04% | Reduce -3.5% | 46,707 | $4.4M |
| Twinbeech Capital LP | 0.08% | Reduce -33.5% | 46,587 | $4.4M |
| Janus Henderson Group PLC | 0.00% | No change | 45,609 | $4.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.0% | 45,423 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 43,963 | $4.1M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 42,163 | $4.0M |
| Comerica Bank | 0.02% | Reduce -2.4% | 41,339 | $3.9M |
| Chase Investment Counsel Corp. | 1.39% | Reduce -3.0% | 40,330 | $3.8M |
| Caisse de depot et placement du Quebec | 0.01% | New | 39,700 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.13% | Add +10.1% | 39,398 | $3.7M |
| Federated Hermes, Inc. | 0.01% | Add +18.0% | 39,393 | $3.7M |
| TT International Asset Management LTD | 0.54% | Add +46.5% | 38,126 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -7.3% | 37,201 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +2.0% | 37,039 | $3.5M |
| Renaissance Technologies | 0.01% | Add +61.1% | 36,915 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +0.8% | 36,742 | $3.5M |
| Mariner, LLC | 0.01% | Add +10.8% | 36,069 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.1% | 35,933 | $3.4M |
| Aquatic Capital Management LLC | 0.08% | New | 35,110 | $3.3M |
| Stanley-Laman Group, Ltd. | 0.51% | Reduce -5.1% | 35,079 | $3.3M |
| Beverly Hills Private Wealth, LLC | 0.65% | Add +10.4% | 34,683 | $3.3M |
| Zions Bancorporation, National Association | 0.21% | — | 34,666 | $3.3M |
| First National Bank of Omaha | 0.22% | Reduce -4.3% | 33,740 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +5.7% | 33,103 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -12.2% | 32,935 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -0.3% | 31,935 | $3.0M |
| Wesbanco Bank Inc. | 0.10% | No change | 31,600 | $3.0M |
| Palisades Investment Partners, LLC | 1.43% | Add +1.5% | 30,163 | $2.8M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 30,056 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +4.7% | 30,002 | $2.8M |
| Engineers Gate Manager LP | 0.05% | Add +71.2% | 29,695 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.8% | 29,552 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 29,437 | $2.8M |
| Arizona State Retirement System | 0.02% | Reduce -1.3% | 29,359 | $2.8M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +248.8% | 29,300 | $2.8M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 28,882 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.7% | 28,600 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +93.8% | 28,536 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +3.6% | 28,514 | $2.7M |
| Cwm, LLC | 0.01% | Add +590.5% | 28,229 | $2.7M |
| EFG Asset Management (North America) Corp. | 0.44% | Reduce -23.3% | 27,970 | $2.6M |
| Sit Investment Associates Inc. | 0.06% | Add +1.2% | 27,095 | $2.6M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -53.8% | 26,906 | $2.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -89.5% | 26,876 | $2.5M |
| AlphaQuest LLC | 0.27% | Add +482.8% | 26,210 | $2.5M |
| Focus Partners Wealth | 0.01% | Add +17.5% | 26,144 | $2.5M |
| Entropy Technologies, LP | 0.23% | Add +171.8% | 25,371 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 25,032 | $2.4M |
| Clayton Financial Group LLC | 0.86% | No change | 25,012 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.4% | 24,713 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.2% | 24,700 | $2.3M |
| State of Michigan Retirement System | 0.01% | Add +0.8% | 24,487 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.0% | 24,424 | $2.3M |
| Man Group plc | 0.01% | Reduce -20.9% | 23,588 | $2.2M |
| Danske Bank A/S | 0.01% | Add +3.8% | 23,568 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.1% | 22,717 | $2.1M |
| Wedge Capital Management L L P | 0.04% | Add +28.0% | 22,568 | $2.1M |
| AXA S.A. | 0.01% | New | 21,670 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 21,500 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.29% | New | 21,070 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.1% | 20,752 | $2.0M |
| Creative Planning | 0.00% | Add +33.0% | 20,623 | $1.9M |
| Prescott Group Capital Management, L.L.C. | 0.28% | No change | 20,326 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +85.9% | 20,009 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 19,971 | $1.9M |
| Alaska Permanent Fund Corp | 0.03% | No change | 21,720 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +263.2% | 19,711 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +1.1% | 19,669 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +134.7% | 19,606 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +4.5% | 19,330 | $1.8M |
| Amundi | 0.00% | Add +352150.0% | 21,135 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +0.9% | 18,748 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -42.1% | 18,700 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 18,115 | $1.7M |
| Tributary Capital Management, LLC | 0.15% | Reduce -3.0% | 17,927 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | No change | 17,812 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 17,500 | $1.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 17,479 | $1.6M |
| First Financial Bankshares Inc | 0.04% | No change | 17,243 | $1.6M |
| Commerce Bank | 0.01% | Reduce -4.0% | 17,226 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +2.2% | 17,032 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +39.7% | 16,847 | $1.6M |
| Choreo, LLC | 0.02% | Add +0.2% | 16,357 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +8.3% | 16,312 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 16,073 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +82.1% | 15,986 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.21% | No change | 15,964 | $1.5M |
| Twin Capital Management Inc. | 0.17% | New | 15,787 | $1.5M |
| Tanaka Capital Management Inc. | 3.51% | Reduce -0.3% | 15,628 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +7.6% | 15,224 | $1.4M |
| Quantum Private Wealth, LLC | 0.53% | No change | 14,901 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -7.2% | 14,788 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | New | 14,700 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -27.3% | 14,638 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +21.2% | 14,441 | $1.4M |
| Point72 (DIFC) Ltd | 0.13% | New | 14,282 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +57.1% | 14,248 | $1.3M |
| Delphi Management Inc. | 1.32% | Reduce -9.2% | 13,698 | $1.3M |
| Credit Agricole S A | 0.00% | No change | 13,173 | $1.2M |
| Fox Run Management, L.L.C. | 0.19% | New | 13,124 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 12,967 | $1.2M |
| FORA Capital, LLC | 0.12% | Add +102.2% | 12,818 | $1.2M |
| Calamos Advisors LLC | 0.01% | Add +30.6% | 12,553 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +18.0% | 12,419 | $1.2M |
| Asset Management One Co., Ltd. | 0.00% | New | 12,355 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | New | 12,315 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Add +1.0% | 12,310 | $1.2M |
| Point72 Hong Kong Ltd | 0.08% | Add +675.6% | 12,278 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +8.5% | 12,105 | $1.1M |
| Gsa Capital Partners LLP | 0.10% | Add +89.8% | 12,084 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +522.0% | 12,042 | $1.1M |
| Voleon Capital Management LP | 0.09% | New | 12,009 | $1.1M |
| Gator Capital Management, LLC | 0.43% | No change | 12,000 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -3.5% | 11,995 | $1.1M |
| Diversified Trust Co. | 0.03% | New | 11,796 | $1.1M |
| Xponance LLC | 0.01% | Add +0.5% | 11,745 | $1.1M |
| Sherbrooke Park Advisers LLC | 0.51% | Add +260.7% | 11,507 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -10.7% | 11,326 | $1.1M |
| Versor Investments LP | 0.17% | Add +138.1% | 11,288 | $1.1M |
| Axq Capital, LP | 0.42% | New | 11,044 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,875 | $1.0M |
| Interval Partners, LP | 0.04% | New | 10,642 | $1.0M |
| Guggenheim Capital LLC | 0.01% | New | 10,608 | $1000K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 10,578 | $997K |
| Janney Montgomery Scott LLC | 0.00% | Add +31.3% | 10,505 | $990K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.7% | 10,322 | $973K |
| Petrus Trust Company, LTA | 0.09% | New | 10,054 | $948K |
| JBF Capital, Inc. | 0.18% | No change | 10,000 | $943K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.1% | 9,665 | $911K |
| Bank of New Hampshire | 0.24% | New | 9,539 | $899K |
| AMG National Trust Bank | 0.02% | Reduce -28.4% | 9,355 | $882K |
| iSAM Funds (UK) Ltd | 0.43% | Add +38.1% | 9,294 | $876K |
| Plancorp, LLC | 0.03% | New | 9,200 | $867K |
| Corient Private Wealth LP | 0.00% | Add +23.4% | 9,190 | $866K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -47.7% | 9,002 | $849K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -60.8% | 8,921 | $841K |
| Jump Financial, LLC | 0.01% | New | 8,835 | $833K |
| SG Americas Securities, LLC | 0.00% | Add +136.9% | 8,605 | $811K |
| Meritage Portfolio Management | 0.05% | Add +5.7% | 8,317 | $784K |
| Synovus Financial Corp. | 0.01% | Add +212.9% | 7,978 | $752K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -84.0% | 7,952 | $750K |
| Cinctive Capital Management LP | 0.06% | Reduce -88.7% | 7,890 | $744K |
| Inspire Investing, LLC | 0.09% | New | 7,884 | $743K |
| Hancock Whitney Corp. | 0.02% | Add +3.9% | 7,835 | $739K |
| First National Advisers, LLC | 0.12% | New | 7,830 | $738K |
| Measured Wealth Private Client Group, LLC | 0.24% | Add +21.4% | 7,802 | $735K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -8.0% | 7,759 | $731K |
| Securian Asset Management, Inc. | 0.02% | No change | 7,737 | $729K |
| Trust Point Inc. | 0.07% | Reduce -28.9% | 7,566 | $713K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.5% | 7,322 | $690K |
| XTX Topco Ltd | 0.04% | Add +129.1% | 7,317 | $690K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.2% | 7,301 | $688K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 7,171 | $676K |
| Oak Thistle LLC | 0.13% | Add +80.4% | 6,911 | $651K |
| 111 Capital | 0.12% | Add +44.2% | 6,821 | $643K |
| Allianz Asset Management GmbH | 0.00% | Add +187.9% | 6,779 | $639K |
| Edmp, Inc. | 0.53% | New | 6,757 | $637K |
| Pitcairn Co. | 0.04% | Reduce -1.2% | 6,749 | $636K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.1% | 6,749 | $636K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.0% | 6,741 | $635K |
| United Services Automobile Association | 0.02% | New | 6,685 | $628K |
| Fiduciary Trust Co | 0.01% | New | 6,651 | $627K |
| Pallas Capital Advisors LLC | 0.03% | New | 6,606 | $623K |
| Foundations Investment Advisors, LLC | 0.01% | Add +194.3% | 6,565 | $619K |
| Vestcor Inc | 0.02% | New | 6,476 | $610K |
| Ethic Inc. | 0.01% | Reduce -10.4% | 6,215 | $589K |
| TD Asset Management Inc | 0.00% | Reduce -71.0% | 6,210 | $585K |
| Haven Private, LLC | 0.32% | Reduce -14.0% | 6,020 | $567K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 6,000 | $566K |
| MQS Management LLC | 0.32% | New | 5,976 | $563K |
| Studio Investment Management LLC | 0.11% | Reduce -11.6% | 5,847 | $551K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.1% | 5,755 | $542K |
| OneDigital Investment Advisors LLC | 0.01% | Add +18.2% | 5,755 | $542K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -27.7% | 5,739 | $541K |
| Inceptionr LLC | 0.16% | New | 5,614 | $529K |
| Venturi Wealth Management, LLC | 0.03% | Add +2.7% | 5,549 | $523K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.2% | 5,519 | $520K |
| &partners | 0.01% | Add +11.5% | 5,469 | $513K |
| Connable Office Inc. | 0.05% | No change | 5,401 | $509K |
| Integrated Investment Consultants, LLC | 0.10% | Reduce -5.8% | 5,309 | $500K |
| Utah Retirement Systems | 0.01% | No change | 5,300 | $500K |
| Summit Financial, LLC | 0.01% | New | 5,268 | $497K |
| Quadrant Capital Group LLC | 0.02% | Add +143.9% | 5,025 | $474K |
| Shell Asset Management Co. | 0.02% | Reduce -3.9% | 4,916 | $463K |
| Yorktown Management & Research Co Inc | 0.50% | No change | 4,900 | $462K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 4,894 | $461K |
| Detalus Advisors, LLC | 0.14% | No change | 4,892 | $461K |
| Caxton Associates LLP | 0.02% | — | 4,800 | $452K |
| Fulton Bank, N.A. | 0.02% | Reduce -3.6% | 4,800 | $452K |
| Radnor Capital Management, LLC | 0.08% | No change | 4,757 | $448K |
| KBC Group NV | 0.00% | Add +7.8% | 4,751 | $448K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 4,639 | $437K |
| Whitener Capital Management, Inc. | 0.12% | New | 4,630 | $436K |
| HRT Financial LP | 0.00% | New | 4,633 | $436K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.4% | 4,520 | $426K |
| GAMMA Investing LLC | 0.03% | Add +401.0% | 4,509 | $425K |
| Tudor Investment Corporation | 0.00% | Add +38.1% | 4,476 | $422K |
| Panagora Asset Management Inc. | 0.00% | No change | 4,441 | $419K |
| Larson Financial Group LLC | 0.02% | Add +0.4% | 4,429 | $417K |
| ProShare Advisors LLC | 0.00% | Reduce -9.1% | 4,353 | $410K |
| Townsquare Capital LLC | 0.00% | Add +18.4% | 4,341 | $409K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 4,328 | $408K |
| CI Investments Inc. | 0.00% | Add +9.7% | 4,149 | $391K |
| Johnson Financial Group, Inc. | 0.02% | Add +6269.2% | 4,140 | $390K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -3.3% | 4,079 | $384K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,977 | $375K |
| Rehmann Capital Advisory Group | 0.02% | Add +9.2% | 3,893 | $367K |
| Covenant Partners, LLC | 0.12% | No change | 3,872 | $365K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -1.9% | 3,860 | $364K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,826 | $361K |
| HB Wealth Management, LLC | 0.00% | Add +61.1% | 3,728 | $351K |
| Shelton Capital Management | 0.01% | Reduce -5.0% | 3,675 | $346K |
| Teza Capital Management LLC | 0.15% | New | 3,573 | $337K |
| Clearstead Advisors, LLC | 0.01% | Add +22.8% | 3,561 | $336K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 3,536 | $333K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 3,536 | $333K |
| Tidal Investments LLC | 0.00% | Reduce -24.9% | 3,514 | $331K |
| Blue Trust, Inc. | 0.00% | Reduce -0.1% | 3,466 | $327K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | No change | 3,450 | $325K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -14.7% | 3,407 | $321K |
| Virtu Financial LLC | 0.02% | Add +44.5% | 3,403 | $321K |
| Centiva Capital, LP | 0.02% | Reduce -42.3% | 3,313 | $312K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.3% | 3,309 | $312K |
| Sowell Financial Services LLC | 0.01% | New | 3,305 | $312K |
| Headlands Technologies LLC | 0.04% | Add +3377.9% | 3,304 | $311K |
| Roberts Glore & Co. Inc. | 0.09% | No change | 3,275 | $309K |
| Kaufman Rossin Wealth, LLC | 0.22% | New | 3,263 | $308K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.5% | 3,258 | $307K |
| CIBC Asset Management Inc | 0.00% | Add +2.3% | 3,255 | $307K |
| State of Wyoming | 0.04% | Add +85.2% | 3,229 | $304K |
| Evergreen Capital Management LLC | 0.01% | Add +46.8% | 3,227 | $304K |
| Forum Financial Management, LP | 0.01% | No change | 3,219 | $303K |
| Visionary Wealth Advisors | 0.02% | No change | 3,187 | $300K |
| Machina Capital S.A.S. | 0.09% | Add +51.8% | 3,176 | $299K |
| Parallel Advisors, LLC | 0.01% | Add +9.8% | 3,170 | $299K |
| Ritholtz Wealth Management | 0.01% | Add +15.0% | 3,118 | $294K |
| Martingale Asset Management L P | 0.01% | New | 3,098 | $292K |
| Intrust Bank NA | 0.03% | Reduce -6.8% | 3,051 | $288K |
| HCR Wealth Advisors | 0.04% | No change | 3,038 | $286K |
| Busey Bank | 0.01% | No change | 3,006 | $283K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -0.8% | 3,000 | $283K |
| Quantbot Technologies LP | 0.01% | New | 2,953 | $278K |
| HighPoint Advisor Group LLC | 0.02% | Add +5.7% | 3,202 | $276K |
| Journey Strategic Wealth LLC | 0.01% | Add +4.2% | 2,907 | $274K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.2% | 2,884 | $272K |
| Vident Advisory, LLC | 0.00% | Add +20.3% | 2,844 | $268K |
| Smith, Moore & Co. | 0.02% | Reduce -5.9% | 2,819 | $266K |
| M&T Bank Corp | 0.00% | Reduce -4.3% | 2,806 | $264K |
| Stephens Inc. | 0.00% | No change | 2,795 | $263K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -1.9% | 2,789 | $263K |
| Greenleaf Trust | 0.00% | Add +6.4% | 2,755 | $260K |
| First Commonwealth Financial Corp | 0.06% | New | 2,747 | $259K |
| Formidable Asset Management, LLC | 0.04% | No change | 2,700 | $255K |
| IFP Advisors, Inc | 0.01% | Add +2.0% | 2,668 | $253K |
| NewEdge Advisors, LLC | 0.00% | Add +5.8% | 2,673 | $252K |
| ETF Store, Inc. | 0.31% | No change | 2,672 | $252K |
| Grant Private Wealth Management Inc | 0.27% | No change | 2,650 | $250K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,642 | $249K |
| Caprock Group, LLC | 0.01% | Reduce -13.8% | 2,641 | $249K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,641 | $249K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | Add +352.5% | 2,611 | $246K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.4% | 2,515 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +9.4% | 2,504 | $236K |
| Sivia Capital Partners, LLC | 0.11% | New | 2,497 | $235K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 2,442 | $230K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.8% | 2,429 | $229K |
| Profund Advisors LLC | 0.01% | Reduce -2.7% | 2,415 | $228K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,379 | $224K |
| TD Private Client Wealth LLC | 0.01% | Add +26.1% | 2,374 | $224K |
| Essex Financial Services, Inc. | 0.02% | Add +3.4% | 2,366 | $223K |
| US Asset Management LLC | 0.21% | No change | 2,349 | $221K |
| Blair William & Co. | 0.00% | No change | 2,323 | $219K |
| Integrated Advisors Network LLC | 0.01% | Reduce -94.9% | 2,319 | $219K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.6% | 2,281 | $215K |
| Country Trust Bank | 0.01% | No change | 2,250 | $212K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,230 | $210K |
| Signaturefd, LLC | 0.00% | Add +102.8% | 2,217 | $209K |
| Bayesian Capital Management, LP | 0.03% | New | 2,199 | $207K |
| Trueblood Wealth Management, LLC | 0.10% | No change | 2,195 | $207K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -64.6% | 2,156 | $203K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | No change | 2,080 | $196K |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.0% | 2,507 | $192K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.5% | 2,012 | $190K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 1,918 | $181K |
| Principal Securities, Inc. | 0.00% | No change | 1,642 | $174K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -2.8% | 1,786 | $168K |
| UMB Bank, n.a. | 0.00% | Add +50.2% | 1,622 | $153K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $137K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Add +0.5% | 1,400 | $132K |
| Lindbrook Capital, LLC | 0.01% | Add +215.6% | 1,234 | $116K |
| Parkside Financial Bank & Trust | 0.01% | Add +26.0% | 1,177 | $111K |
| Farther Finance Advisors, LLC | 0.00% | Add +251.1% | 1,169 | $111K |
| Quarry LP | 0.03% | Add +151.8% | 1,156 | $109K |
| Versant Capital Management, Inc | 0.02% | Add +121.0% | 1,010 | $95K |
| Rothschild Investment LLC | 0.00% | Add +2.0% | 780 | $74K |
| Simplex Trading, LLC | 0.00% | New | 778 | $73K |
| Mather Group, Llc. | 0.00% | Add +8.5% | 767 | $72K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +1.5% | 761 | $72K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 730 | $69K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 723 | $68K |
| Covestor Ltd | 0.04% | Add +250.6% | 638 | $60K |
| First Horizon Advisors, Inc. | 0.00% | No change | 633 | $60K |
| Montag A & Associates Inc. | 0.00% | No change | 585 | $55K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 553 | $52K |
| Huntington National Bank | 0.00% | Reduce -35.4% | 520 | $49K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.3% | 500 | $47K |
| Bessemer Group Inc. | 0.00% | Add +53.0% | 491 | $46K |
| Park Place Capital Corp | 0.01% | No change | 475 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +772.2% | 471 | $44K |
| Whittier Trust Co. | 0.00% | No change | 336 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +123.7% | 331 | $31K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -45.3% | 326 | $31K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $30K |
| Quent Capital, LLC | 0.00% | Reduce -10.4% | 317 | $30K |
| Allworth Financial LP | 0.00% | Add +67.7% | 337 | $29K |
| Optiver Holding B.V. | 0.00% | New | 305 | $29K |
| Alpine Bank Wealth Management | 0.00% | — | 284 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 277 | $26K |
| Hemington Wealth Management | 0.00% | Add +7.8% | 278 | $26K |
| Lanark Financial, Inc. | 0.00% | — | 279 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +17.8% | 252 | $24K |
| V-Square Quantitative Management LLC | 0.00% | No change | 242 | $23K |
| Riverview Trust Co | 0.02% | No change | 225 | $21K |
| Contravisory Investment Management, Inc. | 0.00% | New | 222 | $21K |
| FNY Investment Advisers, LLC | 0.01% | New | 221 | $20K |
| Rise Advisors, LLC | 0.01% | Reduce -23.7% | 206 | $19K |
| Smithfield Trust Co | 0.00% | No change | 206 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $19K |
| Brooklyn Investment Group | 0.00% | Add +1000.0% | 198 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -40.1% | 182 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +90.5% | 181 | $17K |
| J.Safra Asset Management Corp | 0.00% | Add +6.5% | 180 | $17K |
| WPG Advisers, LLC | 0.01% | Add +20.0% | 168 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $14K |
| Wayfinding Financial, LLC | 0.01% | New | 156 | $14K |
| Fortitude Family Office, LLC | 0.01% | Reduce -6.4% | 147 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +57.3% | 151 | $13K |
| NewSquare Capital LLC | 0.00% | Add +2875.0% | 119 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 94 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +4.4% | 94 | $9K |
| MAI Capital Management | 0.00% | Add +22.4% | 93 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 92 | $9K |
| Private Trust Co. NA | 0.00% | No change | 87 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +83.3% | 77 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.4% | 73 | $7K |
| True Wealth Design, LLC | 0.00% | New | 71 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 67 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Add +1.8% | 56 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 47 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 43 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $4K |
| SouthState Bank Corp | 0.00% | New | 37 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 36 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 34 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 32 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 31 | $3K |
| Activest Wealth Management | 0.00% | Add +2800.0% | 29 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -79.3% | 28 | $3K |
| Addison Advisors LLC | 0.00% | Add +42.1% | 27 | $3K |
| Bokf, NA | 0.00% | No change | 26 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +212.5% | 25 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +4.3% | 24 | $2K |
| First Pacific Financial | 0.00% | New | 22 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -19.2% | 21 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $2K |
| Horizon Investments, LLC | 0.00% | New | 16 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +180.0% | 14 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 12 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 11 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 11 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 7 | $1K |
| Sachetta, LLC | 0.00% | No change | 10 | $943 |
| Bare Financial Services, Inc | 0.00% | New | 8 | $754 |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $660 |
| American Capital Advisory, LLC | 0.00% | New | 6 | $566 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 4 | $378 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $377 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $283 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $282 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $192 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 2 | $189 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $189 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $95 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $94 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.