Stifel FinancialSF

13F holders, Q4 2025 (December 31)
630holders +78
98new positions
38sold out
6famous investors
$125.21avg. 13F price*

At the end of Q4 2025, 630 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 78 from Q3 2025. 98 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($1.2B) and FMR LLC ($690.9M). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Stifel Financial Corp.
CUSIP
860630102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 432Q1 2024Q2 2024: 436Q2 2024Q3 2024: 444Q3 2024Q4 2024: 510Q4 2024Q1 2025: 523Q1 2025Q2 2025: 488Q2 2025Q3 2025: 552Q3 2025Q4 2025: 630Q4 2025Q1 2026: 635Q1 2026Q2 2026: 595Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions98$110.4M
Exits38$189.6M

All 13F filers, Q3 2025 → Q4 2025: 7,843,057 shares bought and 8,018,435 shares sold, net −175,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

Vanguard Group Inc. 0.02% Reduce -4.1% 9,590,884 $1.2B
BlackRock, Inc. 0.02% Reduce -0.4% 9,334,805 $1.2B
FMR LLC 0.04% Reduce -5.9% 5,517,582 $690.9M
Wellington Management Group LLP 0.07% Reduce -3.6% 3,329,018 $416.9M
State Street Corp. 0.01% Reduce -2.7% 3,063,478 $383.6M
AQR Capital Management 0.19% Add +94.8% 2,893,850 $362.4M
Earnest Partners LLC 1.36% Reduce -10.2% 2,537,976 $317.8M
Boston Partners 0.30% Reduce -2.0% 2,323,261 $290.9M
Stifel Financial Corp. 0.26% Reduce -2.0% 2,285,365 $286.2M
Capital Research Global Investors 0.05% Reduce -0.2% 2,208,488 $276.5M
Alliancebernstein L.P. 0.08% Add +4.0% 2,122,767 $265.8M
Geode Capital Management, LLC 0.01% Add +0.9% 1,844,635 $231.0M
Dimensional Fund Advisors LP 0.05% Add +6.1% 1,725,806 $216.1M
Invesco Ltd. 0.02% Add +4.8% 1,428,245 $178.8M
Morgan Stanley 0.01% Reduce -0.1% 1,405,203 $176.0M
Norges Bank 0.02% — 1,377,145 $172.4M
Marshall Wace, LLP 0.16% Add +50.9% 1,284,806 $160.9M
Fisher Asset Management 0.05% Reduce -3.7% 1,198,035 $150.0M
Bank of America Corp. 0.01% Add +4.4% 1,182,064 $148.0M
Northern Trust Corp. 0.02% Reduce -7.9% 1,002,096 $125.5M
Nomura Asset Management International Inc. 0.18% — 973,828 $121.9M
Bank of New York Mellon Corp 0.02% Add +4.2% 972,611 $121.8M
Goldman Sachs Group Inc. 0.02% Add +43.2% 935,945 $117.2M
GW&K Investment Management, LLC 0.97% Reduce -4.6% 897,401 $112.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.2% 841,751 $105.4M
Fiera Capital Corp 0.32% Add +33.1% 804,609 $100.8M
Channing Capital Management, LLC 2.35% Reduce -4.9% 728,906 $91.3M
Principal Financial Group Inc. 0.05% Reduce -1.6% 723,921 $90.6M
Balyasny Asset Management L.P. 0.16% Add +137.3% 670,926 $84.0M
Alyeska Investment Group, L.P. 0.24% Reduce -37.7% 666,059 $83.4M
Victory Capital Management Inc. 0.04% Reduce -5.5% 626,724 $78.5M
New York State Common Retirement Fund 0.10% Reduce -0.4% 616,944 $77.3M
Fuller & Thaler Asset Management, Inc. 0.25% Reduce -3.3% 590,949 $74.0M
Voya Investment Management LLC 0.08% Add +4471.3% 584,755 $73.2M
Qube Research & Technologies Ltd 0.09% Add +58.5% 499,371 $62.5M
Silvercrest Asset Management Group LLC 0.42% Reduce -3.2% 491,620 $61.6M
Envestnet Asset Management Inc. 0.02% Reduce -15.0% 414,742 $51.9M
Hotchkis & Wiley Capital Management LLC 0.16% Reduce -10.7% 414,099 $51.9M
Systematic Financial Management LP 1.22% Reduce -0.4% 413,675 $51.8M
BNP Paribas Financial Markets 0.03% Add +245.0% 389,794 $48.8M
Kennedy Capital Management LLC 1.02% Reduce -2.8% 384,332 $48.1M
UBS Group AG 0.01% Reduce -34.6% 368,306 $46.1M
Loomis Sayles & Co. L P 0.06% Add +117.1% 367,804 $46.1M
Van Lanschot Kempen Investment Management N.V. 0.38% Reduce -34.9% 352,368 $44.1M
T. Rowe Price Associates Inc. 0.00% Add +17.7% 331,729 $41.5M
Freestone Grove Partners LP 0.29% Add +183.9% 319,274 $40.0M
Algebris (uk) Ltd. 3.20% Add +29.1% 317,834 $39.8M
Wells Fargo & Company 0.01% Reduce -5.4% 291,784 $36.5M
Retirement Systems of Alabama 0.12% Reduce -0.5% 289,457 $36.2M
D. E. Shaw & Co. 0.03% Add +90.3% 289,386 $36.2M
JPMorgan Chase & Co. 0.00% Add +2.7% 265,680 $33.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -2.9% 261,497 $32.7M
Rhumbline Advisers 0.03% Reduce -3.1% 255,170 $32.0M
Sei Investments Co. 0.03% Add +4.0% 254,899 $31.9M
Amundi 0.01% Add +18.7% 242,482 $30.4M
Walleye Capital LLC 0.17% Reduce -66.1% 228,302 $28.6M
Nuveen, LLC 0.01% Reduce -11.7% 219,279 $27.5M
Quantinno Capital Management LP 0.05% Add +61.7% 214,031 $26.8M
Interval Partners, LP 0.61% Add +158.4% 208,701 $26.1M
Ancora Advisors LLC 0.53% Add +2.3% 204,067 $25.6M
Prana Capital Management, LP 0.92% Reduce -39.7% 202,235 $25.3M
Swiss National Bank 0.01% Add +1.2% 201,413 $25.2M
California Public Employees Retirement System 0.01% Add +3.1% 201,225 $25.2M
Panagora Asset Management Inc. 0.09% Add +3822.2% 200,973 $25.2M
Algert Global LLC 0.38% Add +71.4% 195,278 $24.5M
Glenmede Trust Co. NA 0.11% — 189,012 $23.7M
Picton Mahoney Asset Management 0.26% Add +37.5% 188,987 $23.7M
State of Wisconsin Investment Board 0.05% Reduce -8.5% 187,275 $23.5M
Ceredex Value Advisors LLC 0.70% Reduce -62.6% 184,850 $23.1M
Axiom Investors LLC 0.20% Add +7.9% 181,474 $22.7M
Jane Street Group, LLC 0.03% Reduce -2.8% 176,547 $22.1M
Raymond James Financial Inc. 0.01% Add +4.6% 160,437 $20.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% Reduce -1.9% 159,989 $20.0M
Jain Global LLC 0.20% Add +319.2% 157,326 $19.7M
Millennium Management 0.01% Reduce -89.3% 153,520 $19.2M
Legal & General Group Plc 0.00% Reduce -16.9% 153,382 $19.2M
Voleon Capital Management LP 0.41% Add +72.9% 152,429 $19.1M
Ameriprise Financial Inc. 0.00% Add +21.1% 149,901 $18.8M
Alberta Investment Management Corp 0.12% New 146,000 $18.3M
Schroder Investment Management Group 0.01% Add +44.7% 143,751 $18.2M
Cerity Partners LLC 0.03% Add +211.3% 144,074 $18.0M
Adage Capital Partners Gp, L.L.C. 0.03% Add +16.1% 144,000 $18.0M
New York State Teachers Retirement System 0.03% Add +4.3% 143,273 $17.9M
Ieq Capital, LLC 0.05% Add +200.7% 140,632 $17.6M
Moran Wealth Management, LLC 0.53% Add +2.6% 136,894 $17.1M
Peregrine Capital Management LLC 0.52% Reduce -12.6% 135,653 $17.0M
AEGON ASSET MANAGEMENT UK Plc 0.20% Reduce -26.8% 134,663 $16.9M
Brevan Howard Capital Management LP 0.34% Add +557.7% 130,145 $16.3M
Access Investment Management LLC 4.34% No change 142,492 $16.2M
Agf Management Ltd. 0.07% Add +19.1% 128,815 $16.1M
Crestwood Advisors Group, LLC 0.27% Add +0.2% 127,579 $16.0M
SG Americas Securities, LLC 0.02% Add +1891.5% 125,264 $15.7M
Barclays PLC 0.01% Reduce -56.0% 122,694 $15.4M
Curi Capital, LLC 0.23% Reduce -2.1% 107,977 $13.5M
Schonfeld Strategic Advisors LLC 0.07% Add +46.0% 105,852 $13.3M
EULAV Asset Management 0.35% No change 104,422 $13.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -8.6% 102,415 $12.8M
Treasurer of the State of North Carolina 0.04% Reduce -3.5% 100,603 $12.6M
Royal Bank of Canada 0.00% Reduce -38.2% 100,045 $12.5M
Assenagon Asset Management S.A. 0.02% Reduce -68.4% 99,158 $12.4M
Castleark Management LLC 0.36% Add +12.4% 98,530 $12.3M
California State Teachers Retirement System 0.01% Reduce -0.2% 96,439 $12.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -4.6% 93,695 $11.7M
Edgestream Partners, L.P. 0.33% Reduce -8.4% 92,897 $11.6M
Mariner, LLC 0.01% Add +138.7% 89,219 $11.2M
Moore Capital Management, LP 0.24% New 89,344 $11.2M
Heartland Advisors Inc. 0.58% Reduce -13.4% 85,807 $10.7M
Los Angeles Capital Management LLC 0.04% Reduce -8.0% 89,084 $10.5M
Lazard Asset Management LLC 0.02% Reduce -31.9% 82,948 $10.4M
Boothbay Fund Management, LLC 0.27% Add +17.0% 80,611 $10.1M
Holocene Advisors, LP 0.02% New 79,567 $10.0M
Thrivent Financial for Lutherans 0.02% Add +97.7% 77,593 $9.7M
Cinctive Capital Management LP 0.56% Add +1908.6% 77,411 $9.7M
Mutual of America Capital Management LLC 0.10% Reduce -7.8% 76,285 $9.6M
Deutsche Bank AG 0.00% Reduce -29.8% 76,088 $9.5M
Van Eck Associates Corp. 0.01% Reduce -0.3% 74,778 $9.4M
Creative Planning 0.01% Add +71.9% 73,444 $9.2M
Bank of Nova Scotia 0.01% Add +77.3% 73,299 $9.2M
Oppenheimer Asset Management Inc. 0.11% Add +0.5% 73,291 $9.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.6% 72,763 $9.1M
CANADA LIFE ASSURANCE Co 0.02% Reduce -21.1% 72,646 $9.1M
STRS Ohio 0.03% Add +25.8% 72,168 $9.0M
Engineers Gate Manager LP 0.10% Add +93.9% 70,074 $8.8M
American Century Companies Inc. 0.00% Add +8.7% 68,915 $8.6M
Bank of Montreal 0.00% Reduce -4.4% 66,611 $8.3M
Horizon Investments, LLC 0.10% Add +146.7% 63,089 $7.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -29.9% 61,043 $7.8M
ExodusPoint Capital Management, LP 0.09% Reduce -31.0% 62,475 $7.8M
Cwm, LLC 0.02% Add +109.8% 62,225 $7.8M
Natixis 0.03% Reduce -2.2% 61,841 $7.7M
Tudor Investment Corporation 0.04% Reduce -34.8% 60,575 $7.6M
Teacher Retirement System of Texas 0.03% Reduce -15.1% 59,691 $7.5M
Citigroup Inc. 0.01% Add +52.9% 58,814 $7.4M
FJ Capital Management LLC 0.81% Add +125.2% 58,497 $7.3M
LPL Financial LLC 0.00% Reduce -2.6% 57,111 $7.2M
New Age Alpha Advisors, LLC 0.30% Add +38.2% 55,946 $7.0M
Dark Forest Capital Management LP 0.32% Add +195.4% 55,846 $7.0M
Zacks Investment Management 0.05% New 54,396 $6.8M
1492 Capital Management LLC 2.64% Add +2.0% 53,633 $6.7M
Woodline Partners LP 0.03% New 51,453 $6.4M
Bridgewater Associates 0.02% Add +34.4% 50,992 $6.4M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -1.3% 50,568 $6.3M
Brandywine Global Investment Management, LLC 0.04% Reduce -2.4% 49,747 $6.2M
MetLife Investment Management, LLC 0.03% Reduce -5.3% 49,708 $6.2M
Dana Investment Advisors, Inc. 0.17% Reduce -4.2% 48,013 $6.0M
BW Gestao de Investimentos Ltda. 0.21% New 48,000 $6.0M
Lighthouse Investment Partners, LLC 0.20% Reduce -13.3% 47,953 $6.0M
Brandywine Oak Private Wealth LLC 0.50% No change 47,629 $6.0M
Natixis Advisors, LLC 0.01% Reduce -36.5% 46,272 $5.8M
Trillium Asset Management, LLC 0.18% Reduce -42.7% 44,464 $5.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -7.0% 46,043 $5.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 46,000 $5.8M
Janus Henderson Group PLC 0.00% No change 45,600 $5.7M
Amalgamated Bank 0.04% Reduce -2.8% 45,244 $5.7M
Y-Intercept (Hong Kong) Ltd 0.12% Add +556.3% 44,035 $5.5M
Russell Investments Group, Ltd. 0.01% Add +13.8% 43,434 $5.4M
First Trust Advisors LP 0.00% Add +2.8% 42,859 $5.4M
Verition Fund Management LLC 0.03% Reduce -40.3% 42,740 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +107.0% 40,086 $5.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -5.7% 42,252 $5.3M
Pathstone Holdings, LLC 0.02% Reduce -3.8% 42,196 $5.3M
Evolve Private Wealth, LLC 0.31% — 42,180 $5.3M
Man Group plc 0.01% Reduce -38.5% 41,915 $5.2M
Informed Momentum Co LLC 0.58% New 41,604 $5.2M
Canada Pension Plan Investment Board 0.00% Add +17.6% 41,400 $5.2M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 40,432 $5.0M
Mercer Global Advisors Inc. 0.01% Add +95.9% 38,892 $4.9M
Focus Partners Wealth 0.01% Add +46.0% 38,158 $4.8M
US Bancorp \de 0.01% Reduce -19.2% 37,819 $4.7M
Trexquant Investment LP 0.04% Add +28.7% 37,446 $4.7M
Maltese Capital Management LLC 0.83% Reduce -9.3% 36,600 $4.6M
Comerica Bank 0.02% Reduce -6.6% 36,315 $4.5M
Regions Financial Corp. 0.03% Reduce -14.6% 35,669 $4.5M
Beverly Hills Private Wealth, LLC 0.76% Add +2.5% 34,954 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -2.5% 34,872 $4.4M
Verdence Capital Advisors LLC 0.26% Add +2.5% 34,610 $4.3M
Concentric Capital Strategies, LP 0.22% New 34,271 $4.3M
Franklin Resources Inc. 0.00% Add +72.3% 34,013 $4.3M
DAVENPORT & Co LLC 0.02% Reduce -4.9% 33,790 $4.2M
HRT Financial LP 0.01% Reduce -70.7% 33,096 $4.1M
Ameritas Investment Partners, Inc. 0.13% Reduce -10.2% 33,077 $4.1M
Stanley-Laman Group, Ltd. 0.53% Add +3.6% 33,065 $4.1M
Yousif Capital Management, LLC 0.04% Reduce -2.3% 32,143 $4.1M
Covenant Asset Management, LLC 0.78% Add +3.1% 32,366 $4.1M
Public Employees Retirement System of Ohio 0.01% Reduce -4.4% 32,122 $4.0M
MML Investors Services, LLC 0.01% Add +0.9% 31,637 $4.0M
Captrust Financial Advisors 0.01% Add +20.0% 31,563 $4.0M
PMC FIG Opportunities LLC 6.18% Add +1.0% 31,434 $3.9M
Great Lakes Advisors, LLC 0.03% Add +0.0% 30,609 $3.8M
Palisades Investment Partners, LLC 1.43% Add +2.4% 30,177 $3.8M
State of New Jersey Common Pension Fund D 0.01% No change 29,552 $3.7M
Voloridge Investment Management, LLC 0.01% Reduce -63.4% 28,768 $3.6M
South Dakota Investment Council 0.07% No change 28,697 $3.6M
Kingsview Wealth Management, LLC 0.05% New 28,576 $3.6M
Arizona State Retirement System 0.02% Reduce -6.2% 28,527 $3.6M
Louisiana State Employees Retirement System 0.06% Reduce -0.7% 28,200 $3.5M
Entropy Technologies, LP 0.19% Add +15.2% 28,078 $3.5M
Moneta Group Investment Advisors LLC 0.03% Reduce -3.3% 27,688 $3.5M
Sit Investment Associates Inc. 0.07% No change 27,095 $3.4M
Karl Kapital LLC 2.95% — 26,529 $3.3M
Assetmark, Inc. 0.01% Reduce -5.2% 26,367 $3.3M
Zions Bancorporation, National Association 0.15% Reduce -13.5% 26,122 $3.3M
Meramec Financial Planners, LLC 1.27% — 25,022 $3.3M
Calamos Advisors LLC 0.02% Reduce -28.9% 25,801 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.8% 25,482 $3.2M
Handelsbanken Fonder AB 0.01% No change 25,032 $3.1M
Guggenheim Capital LLC 0.02% Add +8.5% 24,688 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +20.9% 24,395 $3.1M
State of Michigan Retirement System 0.01% Reduce -0.8% 24,087 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +0.5% 23,449 $2.9M
First National Bank of Omaha 0.09% Reduce -11.3% 22,914 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +11.7% 22,784 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.0% 22,783 $2.9M
Twinbeech Capital LP 0.20% Add +33.0% 22,500 $2.8M
Cetera Investment Advisers 0.00% Reduce -10.3% 22,434 $2.8M
KLP Kapitalforvaltning As 0.01% Add +4.2% 22,350 $2.8M
Credit Agricole S A 0.01% No change 21,558 $2.7M
New Mexico Educational Retirement Board 0.08% No change 21,500 $2.7M
PNC Financial Services Group, Inc. 0.00% Reduce -7.3% 21,018 $2.6M
Vestmark Advisory Solutions, Inc. 0.03% Add +1022.3% 20,583 $2.6M
Elo Mutual Pension Insurance Co 0.04% New 20,424 $2.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.0% 20,352 $2.5M
Prescott Group Capital Management, L.L.C. 0.24% No change 20,326 $2.5M
Wedge Capital Management L L P 0.05% Add +1.0% 20,192 $2.5M
HSBC Holdings PLC 0.00% Reduce -56.2% 19,166 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +5.0% 18,610 $2.3M
Park Avenue Securities LLC 0.02% Reduce -2.8% 18,426 $2.3M
Pinnbrook Capital Management LP 0.57% Reduce -69.6% 17,529 $2.2M
Oak Thistle LLC 0.30% New 17,439 $2.2M
Truist Financial Corp. 0.00% Reduce -60.5% 17,291 $2.2M
Magnetar Financial LLC 0.02% Add +298.0% 17,190 $2.2M
Harbor Capital Advisors, Inc. 0.16% Add +4.1% 16,857 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.9% 16,839 $2.1M
Brown Advisory Inc. 0.00% Add +3.8% 16,786 $2.1M
NorthCoast Asset Management LLC 0.05% Reduce -15.9% 16,528 $2.1M
AlphaQuest LLC 0.11% Add +107.2% 16,259 $2.0M
Prudential Financial Inc. 0.00% Add +50.1% 16,030 $2.0M
Illinois Municipal Retirement Fund 0.02% Reduce -42.6% 15,826 $2.0M
T. Rowe Price Investment Management, Inc. 0.00% No change 15,711 $2.0M
Neuberger Berman Group LLC 0.00% Add +10.7% 15,594 $2.0M
Commerce Bank 0.01% Reduce -7.1% 15,418 $1.9M
Corient Private Wealth LP 0.00% Add +35.4% 15,116 $1.9M
Pictet Asset Management Holding SA 0.00% Add +6.1% 14,911 $1.9M
Quantum Private Wealth, LLC 0.54% No change 14,901 $1.9M
Tidal Investments LLC 0.01% Add +129.0% 14,718 $1.8M
Zurich Insurance Group Ltd 0.01% No change 14,700 $1.8M
Atria Investments, Inc 0.02% Reduce -9.2% 14,574 $1.8M
Two Sigma Investments, LP 0.00% New 14,477 $1.8M
Fifth Third Bancorp 0.01% Reduce -25.7% 13,951 $1.7M
Inceptionr LLC 0.47% New 13,420 $1.7M
QRG Capital Management, Inc. 0.02% Add +13.6% 13,358 $1.7M
Tanaka Capital Management Inc. 2.91% Reduce -0.6% 12,728 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +50.1% 12,727 $1.6M
Mackenzie Financial Corp. 0.00% New 12,559 $1.6M
Delphi Management Inc. 1.52% Reduce -2.5% 12,494 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -10.5% 12,182 $1.5M
Choreo, LLC 0.02% Add +2.1% 11,917 $1.5M
Gator Capital Management, LLC 0.31% No change 12,000 $1.5M
Coldstream Capital Management Inc. 0.02% Add +1.6% 11,945 $1.5M
Summit Trail Advisors, LLC 0.03% Add +9.7% 11,896 $1.5M
Persistent Asset Partners Ltd 0.68% Add +12.3% 11,227 $1.4M
Lecap Asset Management Ltd. 0.55% Add +396.4% 11,015 $1.4M
Riverwater Partners LLC 0.51% Add +20.8% 10,482 $1.3M
NewEdge Advisors, LLC 0.00% Add +22.3% 10,432 $1.3M
Tributary Capital Management, LLC 0.13% Reduce -11.8% 10,372 $1.3M
PDT Partners, LLC 0.08% New 10,300 $1.3M
Bank of New Hampshire 0.28% Add +1.6% 10,010 $1.3M
JBF Capital, Inc. 0.18% No change 10,000 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +22.5% 9,996 $1.3M
Wbi Investments, LLC 0.33% Add +96.6% 9,978 $1.2M
Quantbot Technologies LP 0.04% Add +57.5% 9,741 $1.2M
Merit Financial Group, LLC 0.01% Add +50.6% 9,638 $1.2M
Twin Capital Management Inc. 0.15% Reduce -0.1% 9,630 $1.2M
Sanctuary Advisors, LLC 0.01% Add +21.0% 9,585 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +64.7% 9,584 $1.2M
AMG National Trust Bank 0.03% Add +2.5% 9,441 $1.2M
Vestcor Inc 0.03% No change 9,374 $1.2M
Pallas Capital Advisors LLC 0.04% Add +32.1% 9,356 $1.2M
Integrated Quantitative Investments LLC 0.25% New 9,346 $1.2M
HighTower Advisors, LLC 0.00% Reduce -44.3% 9,307 $1.2M
Xponance LLC 0.01% Reduce -17.5% 9,303 $1.2M
Plancorp, LLC 0.03% Reduce -0.1% 9,194 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -5.5% 9,127 $1.1M
ING Groep NV 0.01% Reduce -26.2% 9,000 $1.1M
Toronto Dominion Bank 0.00% No change 8,701 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +38.5% 8,560 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 8,454 $1.1M
Bridgefront Capital, LLC 0.26% New 8,334 $1.0M
Federated Hermes, Inc. 0.00% Reduce -78.4% 8,188 $1.0M
&partners 0.01% Add +37.8% 10,196 $1.0M
Northwest & Ethical Investments L.P. 0.02% Add +9.9% 8,003 $1.0M
Private Advisor Group, LLC 0.00% Add +26.4% 8,027 $1.0M
Hancock Whitney Corp. 0.02% Add +1.0% 8,021 $1.0M
Polymer Capital Management (US) LLC 0.13% New 7,947 $995K
Aquatic Capital Management LLC 0.03% Reduce -76.8% 7,861 $984K
Pinnacle Financial Partners, Inc. 0.01% — 7,851 $983K
Crossmark Global Holdings, Inc. 0.01% Add +1.8% 7,811 $978K
Concurrent Investment Advisors, LLC 0.01% Add +3.5% 7,774 $974K
Virtu Financial LLC 0.04% New 7,707 $965K
Krilogy Financial LLC 0.03% Add +52.8% 7,417 $955K
Cornerstone Investment Partners, LLC 0.04% Add +10.3% 7,579 $949K
Securian Asset Management, Inc. 0.04% Reduce -3.0% 7,421 $929K
Swiss Life Asset Management Ltd 0.00% Add +53.5% 7,178 $899K
Squarepoint Ops LLC 0.00% New 7,097 $889K
Essential Partners LLC 0.27% Add +18.4% 7,086 $887K
GAMMA Investing LLC 0.04% Add +15.4% 7,011 $878K
Polar Asset Management Partners Inc. 0.02% Reduce -89.3% 6,939 $869K
Ethic Inc. 0.01% Reduce -5.3% 6,910 $865K
Caxton Associates LLP 0.02% Add +16.7% 6,782 $849K
Versor Investments LP 0.13% Add +10.9% 6,677 $836K
M&T Bank Corp 0.00% Add +179.9% 6,631 $830K
Edmp, Inc. 0.67% Add +2.4% 6,490 $813K
J.M. Arbour, LLC 0.79% — 6,332 $793K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -6.4% 6,242 $782K
Ensign Peak Advisors, Inc 0.00% Reduce -66.1% 6,106 $765K
Numerai GP LLC 0.09% Reduce -65.7% 6,104 $764K
Snowden Capital Advisors LLC 0.02% Reduce -8.1% 6,061 $759K
Sivia Capital Partners, LLC 0.15% New 6,028 $755K
Haven Private, LLC 0.33% No change 6,020 $754K
Sterling Capital Management LLC 0.01% Reduce -5.1% 5,860 $734K
Quadrant Capital Group LLC 0.02% Add +38.0% 5,812 $728K
NorthCrest Asset Manangement, LLC 0.02% New 5,474 $727K
First National Advisers, LLC 0.10% Reduce -14.3% 5,763 $722K
Syon Capital LLC 0.04% Add +37.5% 5,696 $713K
Fiduciary Trust Co 0.01% Reduce -2.5% 5,472 $685K
Venturi Wealth Management, LLC 0.03% Add +10.7% 5,421 $679K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.1% 5,411 $678K
OneDigital Investment Advisors LLC 0.01% Reduce -6.5% 5,397 $676K
Studio Investment Management LLC 0.12% Reduce -2.7% 5,349 $670K
Caerus Investment Advisors, LLC 0.22% New 5,338 $668K
Radnor Capital Management, LLC 0.10% No change 5,332 $668K
Utah Retirement Systems 0.01% No change 5,300 $664K
Baird Financial Group, Inc. 0.00% Add +8.2% 5,280 $661K
Rehmann Capital Advisory Group 0.03% Add +2.9% 5,202 $653K
Tower Research Capital LLC (TRC) 0.02% Add +27.3% 5,142 $644K
Perigon Wealth Management, LLC 0.01% Add +17.1% 4,943 $619K
Yorktown Management & Research Co Inc 0.49% No change 4,900 $614K
HB Wealth Management, LLC 0.00% Add +67.5% 4,873 $610K
Connable Office Inc. 0.06% Reduce -9.8% 4,869 $610K
Chicago Partners Investment Group LLC 0.01% Add +141.7% 4,733 $607K
Blair William & Co. 0.00% Add +3.5% 4,833 $605K
Trust Point Inc. 0.05% Reduce -5.0% 4,828 $605K
CI Investments Inc. 0.00% Add +29.9% 4,804 $602K
Aviva PLC 0.00% New 4,708 $590K
Callan Family Office, LLC 0.01% New 4,656 $583K
Integrated Wealth Concepts LLC 0.01% Add +79.5% 4,645 $582K
Maryland State Retirement & Pension System 0.01% No change 4,639 $581K
Meeder Advisory Services, Inc. 0.02% Reduce -0.2% 4,547 $569K
Campbell & CO Investment Adviser LLC 0.03% Reduce -49.1% 4,470 $560K
Evergreen Capital Management LLC 0.01% Add +29.6% 4,385 $549K
Whitener Capital Management, Inc. 0.12% Add +0.6% 4,375 $548K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.7% 4,360 $546K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.1% 4,200 $526K
Detalus Advisors, LLC 0.13% Reduce -4.5% 4,200 $526K
Waverly Advisors, LLC 0.00% Add +73.5% 4,163 $521K
ProShare Advisors LLC 0.00% Reduce -6.0% 4,083 $511K
Keybank National Association 0.00% Add +1.8% 4,038 $506K
Caitlin John, LLC 0.33% New 4,003 $501K
R Squared Ltd 0.23% Reduce -28.1% 3,955 $495K
Cynosure Group, LLC 0.05% New 3,941 $493K
Covenant Partners, LLC 0.14% No change 3,872 $485K
Clark Capital Management Group, Inc. 0.00% Add +5.7% 3,851 $482K
Dundas Partners LLP 0.03% Add +13.3% 3,799 $476K
Caprock Group, LLC 0.01% New 3,792 $475K
Machina Capital S.A.S. 0.09% Reduce -61.5% 3,726 $467K
TD Asset Management Inc 0.00% New 3,712 $465K
AlphaGrep UK Ltd 0.15% — 3,693 $462K
Old National Bancorp 0.01% Add +57.2% 3,679 $461K
Martingale Asset Management L P 0.01% Reduce -18.1% 3,658 $458K
EntryPoint Capital, LLC 0.18% New 3,631 $455K
Larson Financial Group LLC 0.01% Reduce -20.8% 3,557 $445K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.6% 3,552 $445K
Parkside Financial Bank & Trust 0.03% Add +0.8% 3,533 $442K
North Dakota State Investment Board 0.02% — 3,532 $442K
Nisa Investment Advisors, LLC 0.00% No change 3,485 $436K
iSAM Funds (UK) Ltd 0.16% Reduce -69.7% 3,467 $434K
Shelton Capital Management 0.01% Reduce -5.9% 3,457 $433K
First Fiduciary Investment Counsel, Inc. 0.08% No change 3,450 $432K
Intech Investment Management LLC 0.00% New 3,410 $427K
Aaron Wealth Advisors LLC 0.02% Add +26.0% 3,406 $426K
Forum Financial Management, LP 0.01% Add +0.1% 3,387 $424K
Axq Capital, LP 0.09% Reduce -9.0% 3,321 $416K
Journey Strategic Wealth LLC 0.01% Add +11.8% 3,300 $413K
Sowell Financial Services LLC 0.02% Reduce -3.2% 3,289 $412K
Osaic Holdings, Inc. 0.00% Reduce -36.6% 3,275 $410K
Mirabella Financial Services LLP 0.04% New 3,273 $410K
CIBC Asset Management Inc 0.00% No change 3,255 $408K
Rothschild Investment LLC 0.02% Add +104.7% 3,243 $406K
Intrust Bank NA 0.03% Add +5.5% 3,228 $404K
Ritholtz Wealth Management 0.01% Add +28.4% 3,213 $402K
Parallel Advisors, LLC 0.01% Add +7.3% 3,209 $402K
Integrated Investment Consultants, LLC 0.08% Reduce -0.0% 3,187 $399K
HighPoint Advisor Group LLC 0.01% Reduce -0.3% 3,152 $395K
Fulton Bank, N.A. 0.01% Reduce -9.0% 3,152 $395K
Capstone Investment Advisors, LLC 0.00% New 3,134 $392K
Prelude Capital Management, LLC 0.03% Add +11.4% 3,131 $392K
Essex Financial Services, Inc. 0.02% Add +22.7% 3,108 $389K
Eurizon Capital SGR S.p.A. 0.00% — 3,080 $388K
KBC Group NV 0.00% No change 3,093 $387K
Drive Wealth Management, LLC 0.07% Add +46.9% 3,068 $384K
Roberts Glore & Co. Inc. 0.10% Reduce -7.2% 3,040 $381K
HCR Wealth Advisors 0.04% Reduce -0.1% 3,036 $380K
Busey Bank 0.01% No change 3,006 $376K
Impact Capital Partners LLC 0.11% New 3,001 $376K
Avise Financial Cooperative, Inc. 0.34% — 2,973 $372K
IFP Advisors, Inc 0.01% Add +11.3% 2,912 $365K
Exchange Traded Concepts, LLC 0.00% New 2,884 $361K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -11.8% 2,877 $360K
Kera Capital Partners, Inc. 0.04% New 2,918 $360K
Blue Trust, Inc. 0.00% Reduce -0.9% 2,869 $359K
Parcion Private Wealth LLC 0.02% New 2,860 $358K
Compound Planning, Inc. 0.01% Add +16.7% 2,856 $358K
Waddell & Associates, LLC 0.02% New 2,826 $354K
Stephens Inc. 0.00% No change 2,795 $350K
Farther Finance Advisors, LLC 0.00% Add +301.7% 2,768 $347K
Susquehanna International Group, LLP 0.00% Reduce -71.4% 2,725 $341K
CIBC Private Wealth Group LLC 0.00% Add +14.1% 2,721 $341K
Integrated Advisors Network LLC 0.01% Reduce -1.4% 2,707 $339K
ETF Store, Inc. 0.34% No change 2,672 $335K
Kestra Private Wealth Services, LLC 0.00% Reduce -3.5% 2,665 $334K
Sage Mountain Advisors LLC 0.02% Reduce -1.3% 2,659 $333K
Greenleaf Trust 0.00% Add +2.0% 2,642 $331K
Vident Advisory, LLC 0.00% Reduce -13.5% 2,631 $329K
Peapack Gladstone Financial Corp. 0.00% Reduce -0.8% 2,621 $328K
Brooklyn Investment Group 0.01% New 2,533 $323K
Commonwealth Equity Services, LLC 0.00% Add +32.2% 2,570 $322K
First Commonwealth Financial Corp 0.05% No change 2,564 $321K
Allworth Financial LP 0.00% Add +133.9% 2,531 $317K
Midwest Trust Co 0.00% Reduce -4.7% 2,520 $316K
Smith, Moore & Co. 0.02% Reduce -7.7% 2,499 $313K
Formidable Asset Management, LLC 0.04% No change 2,700 $306K
Icon Wealth Advisors, LLC 0.02% Reduce -0.2% 2,439 $306K
Kestra Advisory Services, LLC 0.00% Reduce -4.5% 2,379 $298K
Meritage Portfolio Management 0.02% Reduce -53.7% 2,379 $298K
EverSource Wealth Advisors, LLC 0.01% Add +111.2% 2,351 $294K
Serenity Investment Advisors 0.17% — 2,256 $293K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.6% 2,337 $293K
Jackson Thornton Wealth Management, LLC 0.03% New 2,192 $292K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +131.3% 2,311 $292K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.3% 2,256 $282K
Country Trust Bank 0.01% No change 2,250 $282K
Ballentine Partners, LLC 0.00% Add +2.5% 2,247 $281K
Praxis Investment Management Inc. 0.02% No change 2,230 $279K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 2,224 $278K
Pinnacle Associates Ltd. 0.00% New 2,224 $278K
Beese Fulmer Investment Management, Inc. 0.02% New 2,216 $277K
Clearstead Advisors, LLC 0.00% Add +722.0% 2,203 $276K
Princeton Capital Management LLC 0.07% No change 2,200 $275K
Profund Advisors LLC 0.01% Reduce -7.5% 2,180 $273K
Anb Bank 0.11% New 2,179 $273K
Transcend Capital Advisors, LLC 0.02% New 2,143 $268K
Evoke Wealth, LLC 0.01% New 2,134 $267K
Moody Aldrich Partners LLC 0.05% Reduce -0.3% 2,110 $264K
Hilltop Holdings Inc. 0.02% Reduce -6.3% 2,110 $264K
Intellus Advisors LLC 0.03% New 2,092 $262K
Evelyn Partners Investment Management Services Ltd 0.03% No change 2,080 $260K
waypoint wealth counsel 0.10% Add +7.4% 2,079 $260K
Grant Private Wealth Management Inc 0.15% No change 2,050 $257K
Winebrenner Capital Management LLC 0.17% No change 2,040 $255K
111 Capital 0.06% Reduce -68.4% 2,037 $255K
Gateway Investment Advisers LLC 0.00% New 1,977 $248K
Principal Securities, Inc. 0.00% Add +6.9% 1,926 $241K
Trueblood Wealth Management, LLC 0.09% Reduce -5.0% 1,900 $238K
NewEdge Wealth, LLC 0.00% New 1,900 $238K
QTR Family Wealth, LLC 0.10% New 1,890 $237K
PCM Encore, LLC 0.05% — 1,892 $237K
Sapient Capital LLC 0.00% New 1,861 $236K
Leo Wealth, LLC 0.02% New 1,818 $228K
Savvy Advisors, Inc. 0.01% New 1,790 $224K
Rothschild Wealth LLC 0.02% New 1,780 $223K
BTG Pactual Asset Management US LLC 0.02% New 1,776 $222K
Sage Rhino Capital LLC 0.04% New 1,759 $220K
Torren Management, LLC 0.11% — 1,758 $220K
Vise Technologies, Inc. 0.00% New 1,751 $219K
Jump Financial, LLC 0.00% New 1,750 $219K
Signaturefd, LLC 0.00% Add +24.2% 1,732 $217K
First Bank & Trust 0.04% New 1,732 $217K
Keeler & Nadler Financial Planning & Wealth Management 0.07% New 1,721 $216K
EP Wealth Advisors, LLC 0.00% — 1,717 $215K
Rafferty Asset Management, LLC 0.00% Reduce -3.1% 1,711 $214K
Sagespring Wealth Partners, LLC 0.00% New 1,704 $213K
UMB Bank, n.a. 0.00% Add +3.2% 1,689 $211K
Johnson Financial Group, Inc. 0.01% Reduce -27.6% 1,687 $211K
TT International Asset Management LTD 0.04% Reduce -92.5% 1,683 $210K
Keystone Financial Services 0.06% New 1,662 $208K
Hamilton Capital Partners Inc. 0.01% Reduce -8.2% 1,639 $205K
Lido Advisors, LLC 0.00% New 1,770 $205K
Next Level Private LLC 0.05% New 1,630 $204K
US Asset Management LLC 0.17% New 1,629 $204K
GenTrust, LLC 0.01% New 1,624 $203K
Financial & Tax Architects, LLC 0.05% New 1,614 $202K
Knightsbridge Asset Management, LLC 0.03% New 1,606 $201K
Danske Bank A/S 0.00% No change 1,600 $200K
Global Retirement Partners, LLC 0.00% Add +223.4% 1,507 $189K
Hantz Financial Services, Inc. 0.00% Add +110.0% 1,474 $185K
Hilltop National Bank 0.04% Reduce -11.0% 1,341 $168K
Versant Capital Management, Inc 0.02% Add +22.3% 1,320 $165K
Walleye Trading LLC 0.00% New 1,317 $165K
Nomura Asset Management Co. Ltd. 0.00% Add +0.6% 1,286 $161K
Financial Consulate, Inc. 0.02% No change 1,243 $156K
TD Private Client Wealth LLC 0.00% Add +0.2% 1,208 $151K
State of Wyoming 0.02% Reduce -21.3% 1,116 $140K
DekaBank Deutsche Girozentrale 0.00% No change 1,489 $131K
Kemnay Advisory Services Inc. 0.02% New 1,015 $127K
SageView Advisory Group, LLC 0.00% New 941 $118K
Quarry LP 0.02% New 917 $115K
Bessemer Group Inc. 0.00% Add +27.7% 890 $112K
MAI Capital Management 0.00% Add +270.0% 825 $103K
Brown Brothers Harriman & Co. 0.00% Add +15.0% 811 $102K
Smartleaf Asset Management LLC 0.00% Reduce -9.9% 772 $98K
Aster Capital Management (DIFC) Ltd 0.04% Reduce -73.4% 727 $91K
Arax Advisory Partners 0.00% Reduce -97.3% 700 $88K
Bruce G. Allen Investments, LLC 0.06% Reduce -5.1% 693 $87K
Measured Wealth Private Client Group, LLC 0.02% Reduce -48.8% 637 $80K
Covestor Ltd 0.04% Add +9.3% 590 $74K
Quent Capital, LLC 0.01% Add +26.0% 586 $73K
Montag A & Associates Inc. 0.00% Reduce -6.0% 585 $73K
National Bank of Canada 0.00% Add +6.2% 531 $66K
SJS Investment Consulting Inc. 0.01% Add +75.8% 524 $66K
True Wealth Design, LLC 0.02% Add +158.2% 470 $59K
MassMutual Private Wealth & Trust, FSB 0.00% No change 466 $58K
Pinnacle Holdings, LLC 0.02% Add +59.9% 454 $57K
Park Place Capital Corp 0.01% Reduce -7.6% 439 $55K
Cullen/Frost Bankers, Inc. 0.00% New 400 $50K
Root Financial Partners, LLC 0.00% Add +22.7% 400 $50K
Huntington National Bank 0.00% Reduce -9.9% 400 $50K
Wellington Grp LLC 0.02% — 363 $45K
Wellington-Altus USA Inc. 0.03% — 355 $44K
HM Payson & Co. 0.00% No change 328 $41K
JTC Employer Solutions Trustee Ltd 0.00% No change 321 $40K
Jones Financial Companies LLLP 0.00% Add +15.3% 287 $36K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 277 $36K
Caitong International Asset Management Co., Ltd 0.01% New 273 $34K
Lanark Financial, Inc. 0.00% Reduce -15.2% 263 $33K
Keating Financial Advisory Services, Inc. 0.00% — 244 $31K
Activest Wealth Management 0.01% Add +12000.0% 242 $30K
Basecamp Wealth Advisors LLC 0.01% — 223 $28K
Osterweis Capital Management Inc. 0.00% No change 212 $27K
Pinnacle Wealth Planning Services, Inc. 0.00% New 211 $26K
Elyxium Wealth, LLC 0.01% New 188 $24K
MidFirst Bank 0.00% — 187 $23K
Salomon & Ludwin, LLC 0.00% No change 173 $23K
V-Square Quantitative Management LLC 0.00% New 181 $23K
Bayforest Capital Ltd 0.02% New 173 $22K
Fortitude Family Office, LLC 0.00% Reduce -0.6% 162 $20K
CENTRAL TRUST Co 0.00% No change 149 $19K
WPG Advisers, LLC 0.01% Add +6.5% 147 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 144 $18K
Creative Financial Designs Inc. 0.00% No change 143 $18K
JFS Wealth Advisors, LLC 0.00% Add +32.0% 132 $17K
Oakworth Capital, Inc. 0.00% New 124 $16K
Bell Investment Advisors, Inc 0.00% Add +86.0% 106 $13K
Concord Wealth Partners 0.00% New 100 $13K
Boreal Capital Management LLC 0.01% No change 97 $12K
Dogwood Wealth Management LLC 0.01% No change 97 $12K
Frazier Financial Advisors, LLC 0.01% No change 94 $12K
Farmers & Merchants Investments Inc. 0.00% Add +3.4% 92 $12K
First Pacific Financial 0.00% Add +32.3% 86 $11K
Harbour Investments, Inc. 0.00% Add +36.7% 82 $10K
North Star Investment Management Corp. 0.00% Add +46.3% 79 $10K
Cornerstone Planning Group LLC 0.00% Reduce -31.5% 74 $9K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -27.2% 67 $9K
Basepoint Wealth LLC 0.01% New 68 $9K
Retirement Wealth Solutions LLC 0.01% Reduce -13.0% 67 $8K
Sunbelt Securities, Inc. 0.00% No change 62 $8K
American National Bank & Trust 0.00% New 55 $7K
WealthCollab, LLC 0.00% No change 51 $6K
Daytona Street Capital LLC 0.00% — 48 $6K
Millstone Evans Group, LLC 0.00% No change 48 $6K
IFC & Insurance Marketing, Inc. 0.01% — 50 $6K
Motiv8 Investments LLC 0.00% New 51 $6K
SouthState Bank Corp 0.00% Add +370.0% 47 $6K
Cape Investment Advisory, Inc. 0.00% No change 47 $6K
Flagship Harbor Advisors, LLC 0.00% New 46 $6K
Transamerica Financial Advisors, LLC 0.00% Add +500.0% 42 $5K
Webster Bank, N. A. 0.00% No change 42 $5K
Physician Wealth Advisors, Inc. 0.00% Add +95.2% 41 $5K
Private Wealth Management Group, LLC 0.00% No change 39 $5K
High Note Wealth, LLC 0.00% Add +39.3% 39 $5K
Steigerwald, Gordon & Koch Inc. 0.00% No change 37 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 36 $5K
Optiver Holding B.V. 0.00% Reduce -81.7% 33 $4K
Capital Advisors, Ltd. LLC 0.00% No change 32 $4K
Signature Equity Partners, LLC 0.00% — 30 $4K
Costello Asset Management, INC 0.00% New 30 $4K
Private Trust Co. NA 0.00% Reduce -49.1% 30 $4K
IMA Advisory Services, Inc. 0.00% New 29 $4K
Prestige Wealth Management Group LLC 0.00% No change 28 $4K
CoreCap Advisors, LLC 0.00% New 27 $3K
Sachetta, LLC 0.00% No change 26 $3K
International Assets Investment Management, LLC 0.00% New 26 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 25 $3K
Manchester Capital Management LLC 0.00% No change 23 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $3K
Ares Financial Consulting, LLC 0.00% — 21 $3K
Addison Advisors LLC 0.00% New 19 $2K
ORG Partners LLC 0.00% New 19 $2K
Albion Financial Group 0.00% No change 18 $2K
Golden State Wealth Management, LLC 0.00% New 17 $2K
CVA Family Office, LLC 0.00% No change 17 $2K
SHP Wealth Management 0.00% — 17 $2K
Glen Eagle Advisors, LLC 0.00% Add +6.3% 17 $2K
Atlas Capital Advisors Inc. 0.00% — 16 $2K
Avion Wealth 0.00% Add +80.0% 18 $2K
Elevation Wealth Partners, LLC 0.00% No change 15 $2K
McGuire Capital Advisors Inc. 0.00% — 13 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -7.7% 12 $2K
Highline Wealth Partners LLC 0.00% No change 12 $2K
Rialto Wealth Management, LLC 0.00% Add +20.0% 12 $2K
Hughes Financial Services, LLC 0.00% No change 12 $2K
Investors Portfolio Services LLC 0.00% — 11 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 11 $1K
Kilter Group LLC 0.00% No change 10 $1K
Cromwell Holdings LLC 0.00% No change 10 $1K
HFM Investment Advisors, LLC 0.00% No change 9 $1K
Nemes Rush Group LLC 0.00% New 8 $1K
American Capital Advisory, LLC 0.00% Add +700.0% 8 $1K
Bare Financial Services, Inc 0.00% No change 8 $1K
Financial Management Professionals, Inc. 0.00% No change 7 $877
AdvisorNet Financial, Inc 0.00% No change 7 $877
Wealth Enhancement Trust Services, Inc. 0.00% — 6 $751
Trust Co 0.00% New 4 $501
Valued Wealth Advisors LLC 0.00% No change 2 $257
Quaker Wealth Management, LLC 0.00% New 2 $251
Rossby Financial, LCC 0.00% New 2 $250
Dunhill Financial, LLC 0.00% New 2 $226
Curio Wealth, LLC 0.00% New 1 $129
TFC Financial Management, Inc. 0.00% No change 1 $126
DV Trading LLC 0.00% — 1 $125
SBI Securities Co., Ltd. 0.00% No change 1 $125

"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.