Stifel FinancialSF
13F holders, Q3 2025 (September 30)552holders +64
95new positions
30sold out
9famous investors
$113.47avg. 13F price*
At the end of Q3 2025, 552 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 64 from Q2 2025. 95 opened new positions and 30 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.1B) and FMR LLC ($665.4M). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $289.3M |
| Exits | 30 | $52.8M |
All 13F filers, Q2 2025 → Q3 2025: 6,827,067 shares bought and 7,458,338 shares sold, net −631,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 552 holders
| Vanguard Group Inc. | 0.02% | Reduce -3.7% | 9,996,881 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.3% | 9,372,363 | $1.1B |
| FMR LLC | 0.03% | Reduce -34.7% | 5,864,042 | $665.4M |
| Wellington Management Group LLP | 0.07% | Add +13.8% | 3,451,787 | $391.7M |
| State Street Corp. | 0.01% | Reduce -0.3% | 3,148,039 | $357.2M |
| Earnest Partners LLC | 1.39% | Reduce -3.3% | 2,825,964 | $320.7M |
| Boston Partners | 0.28% | Add +2.0% | 2,371,880 | $269.1M |
| Stifel Financial Corp. | 0.24% | Add +1.0% | 2,333,172 | $264.7M |
| Capital Research Global Investors | 0.05% | Reduce -1.5% | 2,211,993 | $251.0M |
| Alliancebernstein L.P. | 0.07% | Reduce -0.7% | 2,040,209 | $231.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.7% | 1,827,627 | $207.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.9% | 1,626,321 | $184.5M |
| AQR Capital Management | 0.11% | Add +26.8% | 1,485,503 | $168.6M |
| Millennium Management | 0.13% | Reduce -28.0% | 1,437,821 | $163.1M |
| Morgan Stanley | 0.01% | Reduce -8.0% | 1,406,048 | $159.5M |
| Invesco Ltd. | 0.02% | Reduce -0.4% | 1,363,282 | $154.7M |
| Fisher Asset Management | 0.05% | Reduce -2.0% | 1,244,101 | $141.2M |
| Bank of America Corp. | 0.01% | Add +3.0% | 1,132,314 | $128.5M |
| Northern Trust Corp. | 0.02% | Reduce -1.5% | 1,088,419 | $123.5M |
| Alyeska Investment Group, L.P. | 0.37% | Add +7.1% | 1,068,774 | $121.3M |
| Macquarie Group Ltd. | 0.14% | Reduce -7.8% | 1,067,154 | $121.1M |
| GW&K Investment Management, LLC | 0.94% | Reduce -8.9% | 940,880 | $106.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.3% | 933,229 | $105.9M |
| Marshall Wace, LLP | 0.11% | Reduce -14.2% | 851,465 | $96.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -29.6% | 843,373 | $95.7M |
| Channing Capital Management, LLC | 2.29% | Reduce -13.4% | 766,587 | $87.0M |
| Principal Financial Group Inc. | 0.04% | Reduce -11.5% | 736,026 | $83.5M |
| Walleye Capital LLC | 0.69% | Add +54.4% | 673,749 | $76.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -14.3% | 663,263 | $75.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.0% | 653,608 | $74.2M |
| New York State Common Retirement Fund | 0.09% | Reduce -4.3% | 619,526 | $70.3M |
| Fuller & Thaler Asset Management, Inc. | 0.24% | Reduce -10.3% | 610,922 | $69.3M |
| Fiera Capital Corp | 0.22% | Reduce -2.1% | 604,626 | $68.6M |
| UBS Group AG | 0.01% | Add +206.9% | 563,419 | $63.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.55% | Add +33.5% | 541,195 | $61.4M |
| Silvercrest Asset Management Group LLC | 0.38% | Reduce -23.7% | 507,838 | $57.6M |
| Ceredex Value Advisors LLC | 1.30% | New | 494,635 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.4% | 487,843 | $55.4M |
| Hotchkis & Wiley Capital Management LLC | 0.16% | Reduce -2.3% | 463,559 | $52.6M |
| Systematic Financial Management LP | 1.15% | Reduce -0.8% | 415,249 | $47.1M |
| Kennedy Capital Management LLC | 0.99% | Reduce -3.5% | 395,332 | $44.9M |
| Prana Capital Management, LP | 1.27% | Add +74.6% | 335,262 | $38.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +130.9% | 315,092 | $35.8M |
| Assenagon Asset Management S.A. | 0.05% | New | 313,527 | $35.6M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 308,513 | $35.0M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.7% | 290,780 | $33.0M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -38.3% | 282,736 | $32.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.1% | 281,775 | $32.0M |
| Barclays PLC | 0.01% | Add +0.7% | 278,907 | $31.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -38.9% | 269,206 | $30.5M |
| Rhumbline Advisers | 0.02% | Reduce -1.3% | 263,284 | $29.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 258,600 | $29.3M |
| Nuveen, LLC | 0.01% | Reduce -5.8% | 248,194 | $28.2M |
| Point72 Asset Management | 0.07% | New | 246,882 | $28.0M |
| Algebris (uk) Ltd. | 3.21% | Add +136.8% | 246,198 | $27.9M |
| Sei Investments Co. | 0.03% | Add +0.9% | 245,157 | $27.8M |
| Citadel Advisors | 0.02% | Add +159.1% | 222,483 | $25.2M |
| Glenmede Investment Management, LP | 0.11% | Reduce -5.6% | 204,699 | $23.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -0.0% | 204,621 | $23.2M |
| Amundi | 0.01% | Add +540.1% | 204,224 | $23.1M |
| Ancora Advisors LLC | 0.45% | Add +1.2% | 199,532 | $22.6M |
| Swiss National Bank | 0.01% | Add +0.5% | 199,113 | $22.6M |
| California Public Employees Retirement System | 0.01% | Add +5.4% | 195,190 | $22.1M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 184,506 | $20.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.25% | Add +32.2% | 184,047 | $20.9M |
| Jane Street Group, LLC | 0.02% | New | 181,625 | $20.6M |
| Loomis Sayles & Co. L P | 0.02% | Add +4.1% | 169,441 | $19.2M |
| Axiom Investors LLC | 0.14% | Add +54.2% | 168,235 | $19.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.09% | Reduce -5.8% | 163,097 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +43.4% | 161,902 | $18.4M |
| Peregrine Capital Management LLC | 0.53% | Reduce -1.3% | 155,186 | $17.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.4% | 153,395 | $17.4M |
| D. E. Shaw & Co. | 0.01% | Add +209.7% | 152,056 | $17.3M |
| Access Investment Management LLC | 4.34% | Add +0.0% | 142,492 | $16.2M |
| Picton Mahoney Asset Management | 0.20% | New | 137,454 | $15.6M |
| New York State Teachers Retirement System | 0.03% | Add +0.9% | 137,434 | $15.6M |
| Moran Wealth Management, LLC | 0.46% | Add +22.1% | 133,462 | $15.1M |
| Quantinno Capital Management LP | 0.04% | Add +95.2% | 132,342 | $15.0M |
| Crestwood Advisors Group, LLC | 0.25% | Reduce -0.1% | 127,286 | $14.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -39.2% | 124,000 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 123,799 | $14.0M |
| Lazard Asset Management LLC | 0.02% | Add +0.5% | 121,721 | $13.8M |
| Algert Global LLC | 0.22% | Add +67.1% | 113,942 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | Add +80.0% | 112,988 | $12.8M |
| HRT Financial LP | 0.05% | Add +762.8% | 112,798 | $12.8M |
| Freestone Grove Partners LP | 0.10% | New | 112,459 | $12.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -13.1% | 112,076 | $12.7M |
| Curi Capital, LLC | 0.23% | Add +57.2% | 110,250 | $12.5M |
| Deutsche Bank AG | 0.00% | Add +924.2% | 108,359 | $12.3M |
| Agf Management Ltd. | 0.05% | No change | 108,179 | $12.3M |
| EULAV Asset Management | 0.28% | No change | 104,422 | $11.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +123.3% | 104,213 | $11.8M |
| Edgestream Partners, L.P. | 0.34% | New | 101,407 | $11.5M |
| Schroder Investment Management Group | 0.01% | Add +2.5% | 99,333 | $11.4M |
| Heartland Advisors Inc. | 0.59% | Reduce -7.2% | 99,074 | $11.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -2.0% | 98,176 | $11.1M |
| Los Angeles Capital Management LLC | 0.04% | Add +59.3% | 96,862 | $11.0M |
| California State Teachers Retirement System | 0.01% | Add +2.0% | 96,593 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +1.4% | 92,068 | $10.6M |
| Tudor Investment Corporation | 0.07% | New | 92,880 | $10.5M |
| ExodusPoint Capital Management, LP | 0.14% | Add +98.8% | 90,576 | $10.3M |
| Voleon Capital Management LP | 0.24% | Add +331.3% | 88,149 | $10.0M |
| Castleark Management LLC | 0.28% | Add +3.9% | 87,670 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -6.7% | 87,063 | $9.7M |
| Cubist Systematic Strategies, LLC | 0.14% | New | 85,674 | $9.7M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -9.8% | 82,760 | $9.4M |
| Interval Partners, LP | 0.20% | Add +17.3% | 80,763 | $9.2M |
| Voloridge Investment Management, LLC | 0.03% | Add +3057.7% | 78,594 | $8.9M |
| Trillium Asset Management, LLC | 0.23% | Reduce -1.5% | 77,578 | $8.8M |
| Van Eck Associates Corp. | 0.01% | Add +2.4% | 74,968 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 74,679 | $8.5M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +1.3% | 72,929 | $8.3M |
| Natixis Advisors, LLC | 0.01% | Add +0.5% | 72,907 | $8.3M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +195.3% | 72,508 | $8.2M |
| Verition Fund Management LLC | 0.05% | Add +65.8% | 71,594 | $8.1M |
| Teacher Retirement System of Texas | 0.03% | Reduce -5.6% | 70,275 | $8.0M |
| Bank of Montreal | 0.00% | Add +6.9% | 69,647 | $7.9M |
| Boothbay Fund Management, LLC | 0.21% | Add +117.4% | 68,889 | $7.8M |
| Man Group plc | 0.02% | Add +112.7% | 68,134 | $7.7M |
| Polar Asset Management Partners Inc. | 0.22% | New | 64,962 | $7.4M |
| American Century Companies Inc. | 0.00% | Add +3.2% | 63,408 | $7.2M |
| Natixis | 0.04% | New | 63,222 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 58,662 | $6.7M |
| Pinnbrook Capital Management LP | 1.21% | New | 57,617 | $6.5M |
| STRS Ohio | 0.02% | Reduce -25.9% | 57,389 | $6.5M |
| Lighthouse Investment Partners, LLC | 0.23% | Add +19.8% | 55,329 | $6.3M |
| 1492 Capital Management LLC | 2.42% | Add +6.5% | 52,581 | $6.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -5.0% | 52,477 | $6.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -2.2% | 51,256 | $5.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -0.6% | 50,966 | $5.8M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -1.3% | 50,121 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.2% | 49,519 | $5.6M |
| Brandywine Oak Private Wealth LLC | 0.47% | Reduce -18.3% | 47,629 | $5.4M |
| US Bancorp \de | 0.01% | Reduce -3.7% | 46,786 | $5.3M |
| Ieq Capital, LLC | 0.02% | Add +70.8% | 46,773 | $5.3M |
| Amalgamated Bank | 0.04% | Reduce -0.5% | 46,532 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +10.5% | 46,277 | $5.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.1% | 45,600 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +16.7% | 44,823 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.7% | 43,872 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 43,769 | $5.0M |
| HSBC Holdings PLC | 0.00% | Add +317.2% | 43,794 | $4.9M |
| Creative Planning | 0.00% | Add +52.0% | 42,730 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 42,163 | $4.8M |
| Regions Financial Corp. | 0.03% | Add +1.2% | 41,767 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -67.6% | 41,689 | $4.7M |
| Bank of Nova Scotia | 0.01% | New | 41,342 | $4.7M |
| New Age Alpha Advisors, LLC | 0.19% | Reduce -2.7% | 40,476 | $4.6M |
| Maltese Capital Management LLC | 0.71% | Reduce -34.3% | 40,350 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -40.4% | 39,251 | $4.5M |
| Comerica Bank | 0.02% | Reduce -6.6% | 38,876 | $4.4M |
| Citigroup Inc. | 0.00% | Add +9.6% | 38,468 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +57.0% | 38,149 | $4.3M |
| Bridgewater Associates | 0.02% | Add +175.5% | 37,928 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -0.9% | 37,876 | $4.3M |
| Jain Global LLC | 0.06% | New | 37,527 | $4.3M |
| Mariner, LLC | 0.01% | Add +15.8% | 37,382 | $4.2M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -6.1% | 36,848 | $4.2M |
| Calamos Advisors LLC | 0.02% | Add +88.5% | 36,311 | $4.1M |
| AXA Investment Managers S.A. | 0.01% | — | 36,177 | $4.1M |
| Engineers Gate Manager LP | 0.05% | Add +904.0% | 36,145 | $4.1M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.5% | 35,782 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +7.8% | 35,525 | $4.0M |
| Verdence Capital Advisors LLC | 0.23% | New | 33,754 | $4.0M |
| Canada Pension Plan Investment Board | 0.00% | New | 35,200 | $4.0M |
| Beverly Hills Private Wealth, LLC | 0.69% | Reduce -6.8% | 34,088 | $3.9M |
| Aquatic Capital Management LLC | 0.07% | Add +261.2% | 33,895 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.5% | 33,587 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -7.1% | 32,909 | $3.7M |
| Stanley-Laman Group, Ltd. | 0.52% | Reduce -2.7% | 31,907 | $3.6M |
| Covenant Asset Management, LLC | 0.67% | Add +3.3% | 31,392 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -1.9% | 31,367 | $3.6M |
| PMC FIG Opportunities LLC | 5.40% | Add +128.4% | 31,112 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -10.1% | 30,597 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +0.4% | 30,398 | $3.4M |
| Zions Bancorporation, National Association | 0.17% | Reduce -13.0% | 30,198 | $3.4M |
| Cwm, LLC | 0.01% | Add +127.4% | 29,654 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 29,552 | $3.4M |
| Palisades Investment Partners, LLC | 1.31% | Add +0.5% | 29,475 | $3.3M |
| Trexquant Investment LP | 0.03% | New | 29,091 | $3.3M |
| South Dakota Investment Council | 0.06% | New | 28,697 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +54.2% | 28,642 | $3.3M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.7% | 28,400 | $3.2M |
| Assetmark, Inc. | 0.01% | Reduce -0.1% | 27,802 | $3.2M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -1.3% | 27,568 | $3.1M |
| Sit Investment Associates Inc. | 0.06% | No change | 27,095 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +4.3% | 26,296 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.7% | 26,223 | $3.0M |
| Focus Partners Wealth | 0.00% | Add +5.4% | 26,143 | $3.0M |
| Arax Advisory Partners | 0.04% | Add +4813.4% | 26,090 | $3.0M |
| FJ Capital Management LLC | 0.31% | New | 25,978 | $2.9M |
| First National Bank of Omaha | 0.19% | Reduce -25.3% | 25,835 | $2.9M |
| Horizon Investments, LLC | 0.04% | Add +159731.3% | 25,573 | $2.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 25,032 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +101.7% | 25,000 | $2.8M |
| Entropy Technologies, LP | 0.21% | Add +37.4% | 24,365 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 24,287 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.5% | 23,335 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.7% | 22,774 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Add +56.2% | 22,752 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 22,664 | $2.6M |
| TT International Asset Management LTD | 0.49% | New | 22,464 | $2.5M |
| EFG Asset Management (North America) Corp. | 0.33% | Add +1.2% | 22,244 | $2.5M |
| Credit Agricole S A | 0.01% | — | 21,558 | $2.4M |
| DRW Securities, LLC | 0.13% | Add +58.4% | 21,458 | $2.4M |
| New Mexico Educational Retirement Board | 0.08% | No change | 21,500 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 21,450 | $2.4M |
| Point72 Hong Kong Ltd | 0.11% | New | 21,051 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.4% | 20,552 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +23.9% | 20,403 | $2.3M |
| Prescott Group Capital Management, L.L.C. | 0.24% | No change | 20,326 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.7% | 20,169 | $2.3M |
| Wedge Capital Management L L P | 0.04% | Reduce -17.5% | 19,993 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +76.5% | 19,853 | $2.3M |
| Brevan Howard Capital Management LP | 0.03% | New | 19,787 | $2.2M |
| Franklin Resources Inc. | 0.00% | Reduce -20.5% | 19,739 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | New | 19,647 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.0% | 18,948 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +55.1% | 19,369 | $2.1M |
| Dark Forest Capital Management LP | 0.08% | Add +83.1% | 18,908 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -4.0% | 18,766 | $2.1M |
| First Financial Bankshares Inc | 0.04% | Add +1.8% | 18,355 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -40.1% | 18,006 | $2.0M |
| Numerai GP LLC | 0.28% | New | 17,792 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.8% | 17,724 | $2.0M |
| Twinbeech Capital LP | 0.08% | New | 16,923 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +3.8% | 16,696 | $1.9M |
| Commerce Bank | 0.01% | Reduce -2.2% | 16,600 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.8% | 16,361 | $1.9M |
| Harbor Capital Advisors, Inc. | 0.14% | Reduce -72.3% | 16,197 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +10.3% | 16,166 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -7.7% | 16,049 | $1.8M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -91.5% | 15,711 | $1.8M |
| Quantum Private Wealth, LLC | 0.49% | No change | 14,901 | $1.7M |
| Zurich Insurance Group Ltd | 0.01% | No change | 14,700 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 14,081 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.7% | 14,055 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Add +186.9% | 13,610 | $1.5M |
| Delphi Management Inc. | 1.35% | Reduce -3.3% | 12,815 | $1.5M |
| Tanaka Capital Management Inc. | 2.62% | — | 12,803 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -22.9% | 12,792 | $1.5M |
| ING Groep NV | 0.01% | New | 12,200 | $1.4M |
| Gator Capital Management, LLC | 0.35% | No change | 12,000 | $1.4M |
| Jupiter Asset Management Ltd. | 0.01% | New | 11,769 | $1.3M |
| Tributary Capital Management, LLC | 0.12% | Reduce -36.7% | 11,764 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Reduce -29.4% | 11,762 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.5% | 11,751 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -22.6% | 11,668 | $1.3M |
| iSAM Funds (UK) Ltd | 0.27% | New | 11,423 | $1.3M |
| Xponance LLC | 0.01% | Reduce -1.3% | 11,280 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +4.1% | 11,163 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | New | 10,842 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -59.9% | 10,680 | $1.2M |
| JBF Capital, Inc. | 0.16% | No change | 10,000 | $1.1M |
| Persistent Asset Partners Ltd | 0.82% | Add +113.2% | 9,999 | $1.1M |
| Bank of New Hampshire | 0.26% | Add +2.2% | 9,853 | $1.1M |
| Ossiam | 0.01% | New | 9,811 | $1.1M |
| Machina Capital S.A.S. | 0.19% | Add +227.3% | 9,688 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +211.6% | 9,656 | $1.1M |
| Twin Capital Management Inc. | 0.14% | Reduce -40.3% | 9,639 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +71.3% | 9,526 | $1.1M |
| Vestcor Inc | 0.03% | Add +44.8% | 9,374 | $1.1M |
| Inspire Investing, LLC | 0.10% | New | 9,230 | $1.0M |
| AMG National Trust Bank | 0.03% | Reduce -1.8% | 9,213 | $1.0M |
| Plancorp, LLC | 0.03% | Add +0.1% | 9,205 | $1.0M |
| Point72 (DIFC) Ltd | 0.07% | New | 8,973 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 8,782 | $996K |
| Toronto Dominion Bank | 0.00% | New | 8,701 | $987K |
| Riverwater Partners LLC | 0.41% | New | 8,676 | $984K |
| NewEdge Advisors, LLC | 0.00% | Add +256.1% | 8,528 | $968K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +45.3% | 8,481 | $962K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -22.3% | 8,454 | $959K |
| Rockefeller Capital Management L.P. | 0.00% | New | 8,160 | $926K |
| Synovus Financial Corp. | 0.01% | Reduce -0.3% | 8,112 | $920K |
| Hancock Whitney Corp. | 0.02% | Add +0.2% | 7,940 | $901K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.3% | 7,922 | $899K |
| AlphaQuest LLC | 0.06% | Reduce -37.6% | 7,846 | $890K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.5% | 7,671 | $870K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.4% | 7,652 | $868K |
| Fox Run Management, L.L.C. | 0.13% | New | 7,561 | $858K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.3% | 7,509 | $852K |
| &partners | 0.01% | Add +1.7% | 7,400 | $839K |
| Northwest & Ethical Investments L.P. | 0.02% | New | 7,280 | $837K |
| Ethic Inc. | 0.01% | Add +113.0% | 7,293 | $828K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.0% | 7,080 | $803K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.7% | 6,871 | $780K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.7% | 6,858 | $778K |
| NorthRock Partners, LLC | 0.01% | Add +18.1% | 6,819 | $774K |
| First National Advisers, LLC | 0.10% | Reduce -19.2% | 6,721 | $763K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,710 | $761K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +1.8% | 6,666 | $757K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -13.6% | 6,595 | $748K |
| 111 Capital | 0.14% | New | 6,455 | $732K |
| Tidal Investments LLC | 0.00% | Add +0.1% | 6,428 | $729K |
| Merit Financial Group, LLC | 0.01% | Add +11.2% | 6,398 | $726K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 6,349 | $720K |
| Edmp, Inc. | 0.57% | Reduce -0.3% | 6,337 | $719K |
| SG Americas Securities, LLC | 0.00% | Add +478.7% | 6,290 | $714K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -42.1% | 6,200 | $704K |
| Quantbot Technologies LP | 0.02% | New | 6,184 | $702K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 6,180 | $701K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.3% | 6,177 | $701K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +130.4% | 5,818 | $692K |
| GAMMA Investing LLC | 0.04% | Add +7.9% | 6,075 | $689K |
| Haven Private, LLC | 0.30% | Reduce -6.7% | 6,020 | $683K |
| Versor Investments LP | 0.13% | New | 6,019 | $683K |
| NJ State Employees Deferred Compensation Plan | 0.08% | No change | 6,000 | $681K |
| Essential Partners LLC | 0.22% | Add +14.9% | 5,984 | $679K |
| Caxton Associates LLP | 0.02% | Add +21.1% | 5,812 | $659K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.9% | 5,775 | $655K |
| Fiduciary Trust Co | 0.01% | Reduce -14.4% | 5,615 | $637K |
| R Squared Ltd | 0.27% | New | 5,499 | $624K |
| Studio Investment Management LLC | 0.12% | Reduce -4.2% | 5,497 | $624K |
| Connable Office Inc. | 0.06% | No change | 5,401 | $613K |
| Bayesian Capital Management, LP | 0.13% | New | 5,400 | $613K |
| Radnor Capital Management, LLC | 0.09% | Reduce -3.6% | 5,332 | $605K |
| Utah Retirement Systems | 0.01% | No change | 5,300 | $601K |
| Osaic Holdings, Inc. | 0.00% | Add +39.5% | 5,170 | $590K |
| Meritage Portfolio Management | 0.04% | Reduce -34.9% | 5,137 | $583K |
| Panagora Asset Management Inc. | 0.00% | Add +1.6% | 5,124 | $581K |
| Krilogy Financial LLC | 0.02% | New | 4,853 | $580K |
| Trust Point Inc. | 0.05% | Reduce -0.2% | 5,085 | $577K |
| Wbi Investments, LLC | 0.15% | Reduce -43.3% | 5,075 | $576K |
| Rehmann Capital Advisory Group | 0.03% | Add +13.9% | 5,054 | $574K |
| Yorktown Management & Research Co Inc | 0.44% | No change | 4,900 | $556K |
| Venturi Wealth Management, LLC | 0.03% | Add +4.6% | 4,897 | $556K |
| Pitcairn Co. | 0.04% | Reduce -23.0% | 4,890 | $555K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 4,879 | $554K |
| Swiss Life Asset Management Ltd | 0.00% | Add +75.1% | 4,677 | $531K |
| Blair William & Co. | 0.00% | Add +8.7% | 4,671 | $530K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,639 | $526K |
| Aigen Investment Management, LP | 0.08% | New | 4,614 | $524K |
| Meeder Advisory Services, Inc. | 0.02% | New | 4,555 | $517K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 4,489 | $509K |
| Martingale Asset Management L P | 0.01% | New | 4,464 | $507K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.4% | 4,436 | $503K |
| Detalus Advisors, LLC | 0.13% | Reduce -10.1% | 4,400 | $499K |
| Whitener Capital Management, Inc. | 0.12% | No change | 4,350 | $494K |
| ProShare Advisors LLC | 0.00% | Reduce -4.6% | 4,345 | $493K |
| Sherbrooke Park Advisers LLC | 0.23% | Add +70.1% | 4,323 | $491K |
| Magnetar Financial LLC | 0.00% | New | 4,319 | $490K |
| Perigon Wealth Management, LLC | 0.01% | Add +20.5% | 4,222 | $479K |
| Quadrant Capital Group LLC | 0.02% | Add +1.4% | 4,211 | $478K |
| Syon Capital LLC | 0.03% | Add +44.1% | 4,143 | $470K |
| Renaissance Technologies | 0.00% | Reduce -93.5% | 4,115 | $467K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +15.8% | 4,040 | $458K |
| Keybank National Association | 0.00% | Reduce -6.5% | 3,966 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.5% | 3,887 | $441K |
| Covenant Partners, LLC | 0.12% | No change | 3,872 | $439K |
| Cinctive Capital Management LP | 0.02% | Reduce -56.9% | 3,854 | $437K |
| CI Investments Inc. | 0.00% | Reduce -8.0% | 3,698 | $420K |
| Shelton Capital Management | 0.01% | No change | 3,675 | $417K |
| Axq Capital, LP | 0.16% | New | 3,649 | $414K |
| Clark Capital Management Group, Inc. | 0.00% | Add +3.8% | 3,642 | $413K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.8% | 3,574 | $406K |
| Parkside Financial Bank & Trust | 0.03% | Add +202.8% | 3,506 | $398K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -14.7% | 3,485 | $395K |
| Fulton Bank, N.A. | 0.01% | Reduce -8.9% | 3,464 | $393K |
| First Fiduciary Investment Counsel, Inc. | 0.08% | No change | 3,450 | $391K |
| Sowell Financial Services LLC | 0.01% | Add +0.6% | 3,399 | $386K |
| Evergreen Capital Management LLC | 0.01% | New | 3,384 | $384K |
| Forum Financial Management, LP | 0.01% | Add +5.1% | 3,384 | $384K |
| Dundas Partners LLP | 0.03% | New | 3,354 | $381K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 3,275 | $372K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -16.6% | 3,261 | $370K |
| CIBC Asset Management Inc | 0.00% | No change | 3,255 | $369K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -3.8% | 3,188 | $362K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.3% | 3,160 | $359K |
| KBC Group NV | 0.00% | Add +9.7% | 3,093 | $351K |
| Beirne Wealth Consulting Services, LLC | 0.08% | New | 3,083 | $350K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 3,042 | $350K |
| Intrust Bank NA | 0.03% | Reduce -9.1% | 3,061 | $347K |
| Vident Advisory, LLC | 0.00% | Add +0.8% | 3,041 | $345K |
| Busey Bank | 0.01% | No change | 3,006 | $341K |
| HCR Wealth Advisors | 0.04% | No change | 3,038 | $341K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -0.1% | 3,001 | $341K |
| Parallel Advisors, LLC | 0.01% | Add +2.5% | 2,990 | $339K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.1% | 2,951 | $335K |
| HB Wealth Management, LLC | 0.00% | Add +19.1% | 2,909 | $330K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 2,895 | $328K |
| Prelude Capital Management, LLC | 0.03% | New | 2,811 | $319K |
| Stephens Inc. | 0.00% | No change | 2,795 | $317K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.2% | 2,763 | $314K |
| Integrated Advisors Network LLC | 0.01% | Reduce -1.1% | 2,746 | $312K |
| Brighton Jones LLC | 0.01% | New | 2,738 | $311K |
| Aster Capital Management (DIFC) Ltd | 0.16% | New | 2,732 | $310K |
| Smith, Moore & Co. | 0.02% | Add +0.0% | 2,708 | $307K |
| Aaron Wealth Advisors LLC | 0.02% | New | 2,703 | $307K |
| Sage Mountain Advisors LLC | 0.02% | Add +5.5% | 2,694 | $306K |
| ETF Store, Inc. | 0.32% | No change | 2,672 | $303K |
| Midwest Trust Co | 0.00% | No change | 2,645 | $300K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,642 | $300K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +160.4% | 2,633 | $299K |
| IFP Advisors, Inc | 0.01% | Add +2.1% | 2,616 | $297K |
| Greenleaf Trust | 0.00% | Reduce -2.5% | 2,591 | $294K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -7.9% | 2,588 | $294K |
| First Commonwealth Financial Corp | 0.05% | Reduce -6.7% | 2,564 | $291K |
| Essex Financial Services, Inc. | 0.02% | Add +4.2% | 2,533 | $287K |
| Ritholtz Wealth Management | 0.01% | Add +1.9% | 2,503 | $284K |
| Olympiad Research LP | 0.39% | New | 2,494 | $283K |
| Kestra Advisory Services, LLC | 0.00% | No change | 2,492 | $283K |
| Formidable Asset Management, LLC | 0.04% | No change | 2,700 | $280K |
| Compound Planning, Inc. | 0.01% | Add +16.1% | 2,448 | $278K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.0% | 2,443 | $277K |
| Waverly Advisors, LLC | 0.00% | Add +18.3% | 2,400 | $272K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 2,384 | $271K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.6% | 2,374 | $269K |
| M&T Bank Corp | 0.00% | Reduce -15.5% | 2,369 | $269K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 2,357 | $267K |
| Profund Advisors LLC | 0.01% | Add +2.9% | 2,356 | $267K |
| Old National Bancorp | 0.00% | No change | 2,341 | $266K |
| Johnson Financial Group, Inc. | 0.01% | New | 2,329 | $264K |
| Hilltop Holdings Inc. | 0.01% | Add +10.5% | 2,253 | $256K |
| Country Trust Bank | 0.01% | No change | 2,250 | $255K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,230 | $253K |
| Lecap Asset Management Ltd. | 0.09% | New | 2,219 | $252K |
| Princeton Capital Management LLC | 0.07% | No change | 2,200 | $250K |
| Ballentine Partners, LLC | 0.00% | Add +1.9% | 2,192 | $249K |
| Moody Aldrich Partners LLC | 0.05% | Reduce -0.4% | 2,116 | $240K |
| Drive Wealth Management, LLC | 0.05% | Add +0.5% | 2,088 | $237K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | No change | 2,080 | $236K |
| Grant Private Wealth Management Inc | 0.14% | New | 2,050 | $233K |
| Winebrenner Capital Management LLC | 0.17% | No change | 2,040 | $231K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,958 | $230K |
| Trueblood Wealth Management, LLC | 0.09% | Reduce -4.8% | 2,000 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,944 | $221K |
| waypoint wealth counsel | 0.09% | New | 1,936 | $220K |
| Sciencast Management LP | 0.04% | New | 1,904 | $216K |
| Shell Asset Management Co. | 0.02% | Reduce -55.0% | 1,891 | $215K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,834 | $208K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,834 | $208K |
| Principal Securities, Inc. | 0.00% | Add +19.7% | 1,802 | $204K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 1,786 | $203K |
| Rafferty Asset Management, LLC | 0.00% | New | 1,765 | $200K |
| UMB Bank, n.a. | 0.00% | Add +0.6% | 1,636 | $186K |
| Danske Bank A/S | 0.00% | Reduce -5.0% | 1,600 | $182K |
| Rothschild Investment LLC | 0.01% | Add +101.8% | 1,584 | $180K |
| Hilltop National Bank | 0.04% | No change | 1,506 | $171K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $168K |
| State of Wyoming | 0.02% | Add +8.6% | 1,418 | $161K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 1,395 | $158K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +75.1% | 1,278 | $145K |
| Measured Wealth Private Client Group, LLC | 0.04% | New | 1,243 | $141K |
| Financial Consulate, Inc. | 0.02% | New | 1,243 | $141K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.4% | 1,206 | $137K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.3% | 1,113 | $126K |
| Allworth Financial LP | 0.00% | Add +123.5% | 1,082 | $123K |
| Versant Capital Management, Inc | 0.02% | Add +1.0% | 1,079 | $122K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.7% | 999 | $113K |
| Smartleaf Asset Management LLC | 0.01% | Add +139.4% | 857 | $98K |
| Mather Group, Llc. | 0.00% | New | 767 | $87K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -1.2% | 730 | $83K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 723 | $82K |
| Hantz Financial Services, Inc. | 0.00% | Add +78.2% | 702 | $80K |
| Brown Brothers Harriman & Co. | 0.00% | Add +27.5% | 705 | $80K |
| Bessemer Group Inc. | 0.00% | Add +20.4% | 697 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.0% | 689 | $78K |
| Wealthspire Advisors, LLC | 0.00% | New | 646 | $73K |
| Montag A & Associates Inc. | 0.00% | Add +6.3% | 622 | $71K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 551 | $63K |
| Covestor Ltd | 0.03% | Reduce -48.1% | 540 | $62K |
| National Bank of Canada | 0.00% | New | 500 | $57K |
| Park Place Capital Corp | 0.01% | No change | 475 | $54K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 466 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 466 | $53K |
| Quent Capital, LLC | 0.00% | New | 465 | $53K |
| Bokf, NA | 0.00% | Add +1626.9% | 449 | $51K |
| Huntington National Bank | 0.00% | No change | 444 | $50K |
| IAG Wealth Partners, LLC | 0.00% | New | 348 | $39K |
| HM Payson & Co. | 0.00% | New | 328 | $37K |
| Root Financial Partners, LLC | 0.00% | New | 326 | $37K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $36K |
| Lanark Financial, Inc. | 0.00% | Add +11.1% | 310 | $35K |
| Hemington Wealth Management | 0.00% | Add +5.7% | 317 | $35K |
| SJS Investment Consulting Inc. | 0.00% | Add +2383.3% | 298 | $34K |
| Pinnacle Holdings, LLC | 0.01% | New | 284 | $32K |
| Alpine Bank Wealth Management | 0.00% | No change | 284 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 277 | $31K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.3% | 268 | $30K |
| Advisory Services Network, LLC | 0.00% | New | 254 | $29K |
| Jones Financial Companies LLLP | 0.00% | Reduce -21.4% | 249 | $29K |
| MAI Capital Management | 0.00% | Add +8.3% | 223 | $25K |
| Osterweis Capital Management Inc. | 0.00% | No change | 212 | $24K |
| Rise Advisors, LLC | 0.01% | No change | 207 | $24K |
| True Wealth Design, LLC | 0.01% | Add +391.9% | 182 | $21K |
| Optiver Holding B.V. | 0.00% | Reduce -41.9% | 180 | $20K |
| Salomon & Ludwin, LLC | 0.00% | New | 173 | $19K |
| Fortitude Family Office, LLC | 0.01% | No change | 163 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +114.9% | 144 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 143 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 140 | $16K |
| WPG Advisers, LLC | 0.01% | Add +3.0% | 138 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 100 | $11K |
| Boreal Capital Management LLC | 0.01% | New | 97 | $11K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -21.8% | 97 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 94 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.1% | 92 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.7% | 89 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | Add +37.5% | 77 | $9K |
| First Pacific Financial | 0.00% | No change | 65 | $7K |
| Sunbelt Securities, Inc. | 0.00% | New | 62 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $7K |
| Private Trust Co. NA | 0.00% | No change | 59 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 57 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +12.5% | 54 | $6K |
| WealthCollab, LLC | 0.00% | No change | 51 | $6K |
| Millstone Evans Group, LLC | 0.00% | New | 48 | $5K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 47 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 42 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 37 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 36 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 32 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $3K |
| High Note Wealth, LLC | 0.00% | Add +40.0% | 28 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 27 | $3K |
| Sachetta, LLC | 0.00% | No change | 26 | $3K |
| J.Safra Asset Management Corp | 0.00% | Reduce -79.4% | 26 | $3K |
| Guerra Advisors Inc | 0.00% | New | 25 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 23 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +25.6% | 108 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -17.9% | 23 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +250.0% | 21 | $2K |
| Albion Financial Group | 0.00% | New | 18 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 17 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 15 | $2K |
| Spire Wealth Management | 0.00% | No change | 15 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 12 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 12 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $1K |
| Kilter Group LLC | 0.00% | No change | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +42.9% | 10 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -33.3% | 10 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 9 | $1K |
| Avion Wealth | 0.00% | No change | 10 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 8 | $908 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $794 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 7 | $794 |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $794 |
| Tortoise Investment Management, LLC | 0.00% | Add +600.0% | 7 | $794 |
| AdvisorNet Financial, Inc | 0.00% | No change | 7 | $794 |
| Palisade Asset Management, LLC | 0.00% | New | 3 | $341 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $232 |
| Activest Wealth Management | 0.00% | No change | 2 | $227 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $114 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $114 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $113 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.