Stifel FinancialSF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $110.4M |
| Exits | 38 | $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.