Stifel FinancialSF
13F holders, Q1 2026 (March 31)635holders +5
68new positions
65sold out
9famous investors
$74.90avg. 13F price*
At the end of Q1 2026, 635 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 5 from Q4 2025. 68 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($1.1B), AQR Capital Management ($622.1M) and FMR LLC ($601.4M). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $281.0M |
| Exits | 65 | $154.2M |
All 13F filers, Q4 2025 → Q1 2026: 17,765,786 shares bought and 14,040,586 shares sold, net +3,725,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 635 holders
| BlackRock, Inc. | 0.02% | Add +3.5% | 14,487,418 | $1.1B |
| AQR Capital Management | 0.28% | Add +95.1% | 8,469,863 | $622.1M |
| FMR LLC | 0.03% | Reduce -1.7% | 8,136,211 | $601.4M |
| Vanguard Portfolio Management LLC | 0.03% | — | 7,123,755 | $526.6M |
| Vanguard Capital Management LLC | 0.01% | — | 6,647,564 | $491.4M |
| State Street Corp. | 0.01% | Add +1.3% | 4,652,555 | $343.9M |
| Alliancebernstein L.P. | 0.11% | Reduce -15.0% | 2,707,099 | $339.0M |
| Boston Partners | 0.33% | Add +21.7% | 4,240,380 | $313.5M |
| Stifel Financial Corp. | 0.26% | Add +10.1% | 3,775,258 | $279.1M |
| Wellington Management Group LLP | 0.05% | Reduce -25.9% | 3,698,168 | $273.4M |
| Earnest Partners LLC | 1.12% | Reduce -3.1% | 3,690,114 | $272.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 2,851,460 | $210.8M |
| Capital Research Global Investors | 0.03% | Reduce -15.5% | 2,797,955 | $206.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.1% | 2,616,616 | $193.4M |
| Morgan Stanley | 0.01% | Reduce -6.3% | 1,974,628 | $146.0M |
| Bank of America Corp. | 0.01% | Add +5.8% | 1,875,501 | $138.6M |
| Fisher Asset Management | 0.04% | Reduce -6.1% | 1,687,811 | $124.8M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 1,529,587 | $113.1M |
| Nomura Asset Management International Inc. | 0.19% | Add +0.1% | 1,462,639 | $108.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.3% | 1,367,474 | $101.1M |
| Jacobs Levy Equity Management, Inc. | 0.42% | New | 1,364,978 | $100.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.6% | 1,333,385 | $98.6M |
| GW&K Investment Management, LLC | 0.85% | Reduce -2.9% | 1,307,745 | $96.7M |
| Marshall Wace, LLP | 0.10% | Reduce -32.9% | 1,292,478 | $95.5M |
| Qube Research & Technologies Ltd | 0.13% | Add +68.8% | 1,264,455 | $93.5M |
| Fiera Capital Corp | 0.31% | Add +1.5% | 1,225,145 | $90.6M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | Add +37.5% | 1,218,982 | $90.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.8% | 1,111,958 | $82.2M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.0% | 1,075,067 | $79.5M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 940,283 | $69.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -7.5% | 869,575 | $64.3M |
| UBS Group AG | 0.01% | Add +42.1% | 785,075 | $58.0M |
| Point72 Asset Management | 0.10% | New | 726,138 | $53.7M |
| New York State Common Retirement Fund | 0.07% | Reduce -25.5% | 689,714 | $51.0M |
| BNP Paribas Financial Markets | 0.03% | Add +15.5% | 675,530 | $49.9M |
| Loomis Sayles & Co. L P | 0.07% | Add +22.1% | 673,597 | $49.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.9% | 640,348 | $47.3M |
| D. E. Shaw & Co. | 0.04% | Add +43.4% | 622,384 | $46.0M |
| Systematic Financial Management LP | 1.05% | Reduce -0.6% | 616,827 | $45.6M |
| Algebris (uk) Ltd. | 3.26% | Add +26.8% | 604,368 | $44.6M |
| Silvercrest Asset Management Group LLC | 0.32% | Reduce -19.4% | 594,474 | $43.9M |
| Hotchkis & Wiley Capital Management LLC | 0.13% | Reduce -8.0% | 571,756 | $42.3M |
| Invesco Ltd. | 0.00% | Reduce -74.0% | 557,331 | $41.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 506,722 | $37.5M |
| Amundi | 0.01% | Add +35.1% | 491,417 | $36.3M |
| Tudor Investment Corporation | 0.20% | Add +439.2% | 489,907 | $36.2M |
| Barclays PLC | 0.01% | Add +165.0% | 487,652 | $36.0M |
| Kennedy Capital Management LLC | 0.76% | Reduce -15.8% | 485,301 | $35.9M |
| Voloridge Investment Management, LLC | 0.14% | Add +956.4% | 455,862 | $33.7M |
| Walleye Capital LLC | 0.22% | Add +29.7% | 444,122 | $32.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 432,021 | $31.9M |
| Jane Street Group, LLC | 0.03% | Add +63.1% | 431,907 | $31.9M |
| Millennium Management | 0.02% | Add +84.4% | 424,556 | $31.4M |
| Prana Capital Management, LP | 0.96% | Add +39.8% | 424,078 | $31.3M |
| Russell Investments Group, Ltd. | 0.03% | Add +549.3% | 423,009 | $31.3M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 431,357 | $31.0M |
| Sei Investments Co. | 0.03% | Add +7.9% | 412,508 | $30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.6% | 410,190 | $30.3M |
| Retirement Systems of Alabama | 0.10% | Reduce -8.2% | 398,483 | $29.5M |
| Rhumbline Advisers | 0.02% | Add +1.9% | 389,919 | $28.8M |
| Algert Global LLC | 0.41% | Add +25.8% | 368,515 | $27.2M |
| Two Sigma Investments, LP | 0.02% | Add +1586.9% | 366,321 | $27.1M |
| Woodline Partners LP | 0.10% | Add +370.2% | 362,864 | $26.8M |
| Engineers Gate Manager LP | 0.32% | Add +231.1% | 348,063 | $25.7M |
| California Public Employees Retirement System | 0.02% | Add +13.3% | 342,065 | $25.3M |
| Bank of Nova Scotia | 0.04% | Add +210.9% | 341,855 | $25.3M |
| Panagora Asset Management Inc. | 0.09% | Add +11.1% | 334,997 | $24.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.21% | Reduce -40.1% | 316,652 | $23.4M |
| Ieq Capital, LLC | 0.11% | Add +47.7% | 311,569 | $23.0M |
| Quantinno Capital Management LP | 0.04% | Reduce -4.0% | 308,246 | $22.8M |
| Citadel Advisors | 0.02% | New | 305,130 | $22.6M |
| Nuveen, LLC | 0.01% | Reduce -7.2% | 305,127 | $22.6M |
| Swiss National Bank | 0.01% | No change | 302,119 | $22.3M |
| SG Americas Securities, LLC | 0.02% | Add +57.8% | 296,572 | $21.9M |
| Ancora Advisors LLC | 0.43% | Reduce -11.4% | 271,103 | $20.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -6.5% | 262,517 | $19.4M |
| Voleon Capital Management LP | 0.42% | Add +14.8% | 262,464 | $19.4M |
| Raymond James Financial Inc. | 0.01% | Add +9.1% | 262,442 | $19.4M |
| Glenmede Trust Co. NA | 0.09% | Reduce -8.3% | 260,062 | $19.2M |
| Jain Global LLC | 0.25% | Add +6.0% | 250,226 | $18.5M |
| WINTON GROUP Ltd | 0.64% | New | 246,970 | $18.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +13.9% | 246,000 | $18.2M |
| Mariner, LLC | 0.02% | Add +70.8% | 228,651 | $16.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 226,772 | $16.8M |
| Voya Investment Management LLC | 0.02% | Reduce -74.2% | 226,687 | $16.8M |
| Brevan Howard Capital Management LP | 0.17% | Add +13.4% | 221,321 | $16.4M |
| Natixis | 0.07% | Add +135.0% | 218,011 | $16.1M |
| Access Investment Management LLC | 4.21% | No change | 213,750 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.3% | 209,930 | $15.5M |
| Moran Wealth Management, LLC | 0.46% | Reduce -0.5% | 204,372 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -13.6% | 198,904 | $14.7M |
| Peregrine Capital Management LLC | 0.53% | Reduce -4.2% | 195,017 | $14.4M |
| Crestwood Advisors Group, LLC | 0.24% | Add +1.2% | 193,596 | $14.3M |
| Axiom Investors LLC | 0.16% | Reduce -29.0% | 193,310 | $14.3M |
| Deutsche Bank AG | 0.00% | Add +62.9% | 185,877 | $13.7M |
| Curi Capital, LLC | 0.24% | Add +14.4% | 185,235 | $13.7M |
| Cerity Partners LLC | 0.02% | Reduce -15.3% | 183,157 | $13.5M |
| National Bank of Canada | 0.01% | Add +22491.8% | 179,944 | $13.3M |
| Caisse de depot et placement du Quebec | 0.02% | New | 178,394 | $13.2M |
| California State Teachers Retirement System | 0.01% | Add +22.7% | 177,538 | $13.1M |
| Franklin Resources Inc. | 0.00% | Add +221.5% | 164,005 | $12.1M |
| Treasurer of the State of North Carolina | 0.04% | Add +7.3% | 161,843 | $12.0M |
| Trexquant Investment LP | 0.09% | Add +185.9% | 160,607 | $11.9M |
| EULAV Asset Management | 0.37% | No change | 156,633 | $11.6M |
| HRT Financial LP | 0.03% | Add +214.9% | 156,340 | $11.6M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 153,621 | $11.4M |
| Creative Planning | 0.01% | Add +37.2% | 151,185 | $11.2M |
| Van Eck Associates Corp. | 0.01% | Add +31.7% | 147,685 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 143,081 | $10.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 141,863 | $10.5M |
| Picton Mahoney Asset Management | 0.11% | Reduce -50.5% | 140,442 | $10.4M |
| Cwm, LLC | 0.03% | Add +50.2% | 140,171 | $10.4M |
| Heartland Advisors Inc. | 0.51% | Add +4.2% | 134,153 | $9.9M |
| Channing Capital Management, LLC | 0.25% | Reduce -87.8% | 132,891 | $9.8M |
| Susquehanna Fundamental Investments, LLC | 0.36% | New | 129,888 | $9.6M |
| Citigroup Inc. | 0.01% | Add +47.2% | 129,849 | $9.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -8.3% | 128,852 | $9.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -14.8% | 126,749 | $9.4M |
| BW Gestao de Investimentos Ltda. | 0.41% | Add +73.6% | 124,967 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +6.1% | 123,486 | $9.1M |
| Teacher Retirement System of Texas | 0.04% | Add +34.2% | 120,180 | $8.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.11% | Reduce -42.2% | 116,834 | $8.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -7.6% | 115,003 | $8.5M |
| First Trust Advisors LP | 0.01% | Add +78.3% | 114,633 | $8.5M |
| Philadelphia Financial Management of San Francisco, LLC | 2.68% | New | 113,348 | $8.4M |
| PDT Partners, LLC | 0.49% | Add +628.1% | 112,494 | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 112,001 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | No change | 109,065 | $8.1M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -4.8% | 108,931 | $8.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.6% | 108,373 | $8.0M |
| Man Group plc | 0.02% | Add +72.6% | 108,500 | $8.0M |
| American Century Companies Inc. | 0.00% | Add +4.3% | 107,792 | $8.0M |
| Oppenheimer Asset Management Inc. | 0.09% | Reduce -3.4% | 106,170 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -35.1% | 102,988 | $7.6M |
| Canada Pension Plan Investment Board | 0.00% | Add +64.5% | 102,150 | $7.6M |
| Castleark Management LLC | 0.25% | Reduce -31.0% | 102,010 | $7.5M |
| Renaissance Technologies | 0.01% | New | 100,823 | $7.5M |
| ExodusPoint Capital Management, LP | 0.07% | Add +7.6% | 100,810 | $7.5M |
| STRS Ohio | 0.03% | Reduce -8.5% | 99,046 | $7.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -1.5% | 90,210 | $6.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +105.3% | 88,001 | $6.5M |
| Zacks Investment Management | 0.05% | Add +4.1% | 84,953 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +43.4% | 83,677 | $6.2M |
| Edgestream Partners, L.P. | 0.20% | Reduce -40.2% | 83,350 | $6.2M |
| Boothbay Fund Management, LLC | 0.15% | Reduce -31.7% | 82,622 | $6.1M |
| New Age Alpha Advisors, LLC | 0.28% | Reduce -3.3% | 81,184 | $6.0M |
| 1492 Capital Management LLC | 2.28% | Add +0.6% | 80,919 | $6.0M |
| HSBC Holdings PLC | 0.00% | Add +182.9% | 81,330 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +47.5% | 88,713 | $5.9M |
| XTX Topco Ltd | 0.10% | New | 80,019 | $5.9M |
| Bank of Montreal | 0.00% | Reduce -20.6% | 79,314 | $5.9M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +14.6% | 75,681 | $5.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 74,991 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Add +0.5% | 74,946 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -12.6% | 74,898 | $5.5M |
| Fifth Third Bancorp | 0.01% | Add +253.6% | 73,993 | $5.5M |
| Dana Investment Advisors, Inc. | 0.16% | Add +1.9% | 73,397 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.6% | 72,396 | $5.4M |
| Squarepoint Ops LLC | 0.01% | Add +574.3% | 71,782 | $5.3M |
| Focus Partners Wealth | 0.01% | Add +25.1% | 71,619 | $5.3M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -47.7% | 69,872 | $5.2M |
| Verdence Capital Advisors LLC | 0.30% | Add +33.3% | 69,178 | $5.1M |
| Amalgamated Bank | 0.04% | Add +1.9% | 69,174 | $5.1M |
| Janus Henderson Group PLC | 0.00% | No change | 68,400 | $5.1M |
| Campbell & CO Investment Adviser LLC | 0.29% | Add +919.1% | 68,328 | $5.1M |
| Brandywine Oak Private Wealth LLC | 0.41% | Reduce -6.7% | 66,682 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -93.4% | 66,260 | $4.9M |
| Trillium Asset Management, LLC | 0.16% | Reduce -10.8% | 59,492 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -6.5% | 64,873 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.7% | 63,846 | $4.7M |
| Quantbot Technologies LP | 0.19% | Add +336.8% | 63,828 | $4.7M |
| Evolve Private Wealth, LLC | 0.25% | Reduce -1.6% | 62,285 | $4.6M |
| Beverly Hills Private Wealth, LLC | 0.77% | Add +17.1% | 61,374 | $4.5M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 60,648 | $4.5M |
| Schroder Investment Management Group | 0.00% | Reduce -71.2% | 62,101 | $4.5M |
| Covenant Asset Management, LLC | 0.91% | Add +23.8% | 60,077 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -6.3% | 59,312 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -15.3% | 58,461 | $4.3M |
| Cinctive Capital Management LP | 0.28% | Reduce -50.1% | 57,985 | $4.3M |
| North Reef Capital Management LP | 0.15% | New | 57,230 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 56,286 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +18.2% | 55,973 | $4.1M |
| Jump Financial, LLC | 0.07% | Add +1975.2% | 54,473 | $4.0M |
| State of Alaska, Department of Revenue | 0.04% | No change | 52,307 | $3.9M |
| Handelsbanken Fonder AB | 0.01% | Add +36.9% | 51,398 | $3.8M |
| Stanley-Laman Group, Ltd. | 0.46% | Add +3.1% | 51,140 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4.2% | 50,195 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +0.2% | 49,715 | $3.7M |
| Palisades Investment Partners, LLC | 1.42% | Add +8.3% | 49,004 | $3.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -4.3% | 48,526 | $3.6M |
| Regions Financial Corp. | 0.02% | Reduce -11.5% | 47,348 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +96.9% | 47,338 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -0.1% | 45,863 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.0% | 45,825 | $3.4M |
| Entropy Technologies, LP | 0.15% | Add +7.4% | 45,231 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 44,328 | $3.3M |
| Louisiana State Employees Retirement System | 0.06% | Add +4.5% | 44,200 | $3.3M |
| Martingale Asset Management L P | 0.08% | Add +675.5% | 42,552 | $3.1M |
| FinArc Investments, Inc. | 2.99% | — | 42,062 | $3.1M |
| Arizona State Retirement System | 0.02% | Reduce -1.9% | 41,955 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.5% | 41,719 | $3.1M |
| Meramec Financial Planners, LLC | 1.22% | No change | 37,533 | $3.1M |
| Bridgewater Associates | 0.01% | Reduce -46.0% | 41,281 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -13.2% | 41,216 | $3.0M |
| Sit Investment Associates Inc. | 0.06% | Add +0.4% | 40,813 | $3.0M |
| Magnetar Financial LLC | 0.03% | Add +58.1% | 40,766 | $3.0M |
| Gator Capital Management, LLC | 0.64% | Add +125.0% | 40,500 | $3.0M |
| Aquatic Capital Management LLC | 0.09% | Add +240.7% | 40,177 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.6% | 39,745 | $2.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 39,302 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +666.3% | 39,195 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Add +5.7% | 39,150 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.3% | 38,807 | $2.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | No change | 38,209 | $2.8M |
| State of Michigan Retirement System | 0.01% | Add +1.7% | 36,730 | $2.7M |
| Assetmark, Inc. | 0.01% | Reduce -9.5% | 35,780 | $2.6M |
| Dark Forest Capital Management LP | 0.23% | Reduce -57.9% | 35,265 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.5% | 35,025 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 34,671 | $2.6M |
| First National Bank of Omaha | 0.08% | Reduce -0.4% | 34,224 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | No change | 34,163 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +51.5% | 34,346 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +28.3% | 32,394 | $2.4M |
| Credit Agricole S A | 0.01% | No change | 32,337 | $2.4M |
| New Mexico Educational Retirement Board | 0.07% | No change | 32,250 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +3.7% | 32,023 | $2.4M |
| Wedge Capital Management L L P | 0.04% | Add +4.3% | 31,607 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.6% | 31,316 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.15% | New | 31,216 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 30,779 | $2.3M |
| Allstate Corp. | 0.02% | New | 30,581 | $2.3M |
| Prescott Group Capital Management, L.L.C. | 0.22% | No change | 30,489 | $2.3M |
| Interval Partners, LP | 0.08% | Reduce -90.3% | 30,411 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -0.8% | 30,404 | $2.2M |
| PMC FIG Opportunities LLC | 3.48% | Reduce -35.6% | 30,384 | $2.2M |
| AIA Group Ltd | 0.03% | New | 30,360 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.3% | 28,545 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -17.8% | 28,083 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.16% | Add +4.3% | 26,377 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 26,332 | $1.9M |
| Quadrant Capital Group LLC | 0.06% | Add +200.2% | 26,170 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Add +10.1% | 26,128 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +6209.6% | 27,163 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | Add +46.0% | 26,049 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.8% | 25,767 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 25,221 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +7.0% | 25,023 | $1.8M |
| Zions Bancorporation, National Association | 0.12% | Reduce -37.0% | 24,673 | $1.8M |
| Lecap Asset Management Ltd. | 0.68% | Add +48.5% | 24,538 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -2.5% | 24,159 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 24,034 | $1.8M |
| Axq Capital, LP | 0.23% | Add +376.5% | 23,736 | $1.8M |
| Brighton Jones LLC | 0.04% | New | 23,356 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +5.5% | 23,284 | $1.7M |
| Riverwater Partners LLC | 0.57% | Add +48.1% | 23,279 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 22,642 | $1.7M |
| Quantum Private Wealth, LLC | 0.51% | No change | 22,351 | $1.7M |
| Gradient Investments LLC | 0.03% | New | 22,304 | $1.6M |
| Sivia Capital Partners, LLC | 0.32% | Add +145.7% | 22,217 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +52.7% | 22,075 | $1.6M |
| Zurich Insurance Group Ltd | 0.01% | No change | 22,050 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -0.1% | 21,833 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +50.4% | 21,617 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +208.0% | 21,462 | $1.6M |
| Commerce Bank | 0.01% | Reduce -7.4% | 21,406 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +4.9% | 21,012 | $1.6M |
| Polianta Ltd | 0.20% | New | 20,600 | $1.5M |
| Calamos Advisors LLC | 0.01% | Reduce -47.1% | 20,464 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +43.1% | 19,983 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +4.1% | 19,609 | $1.4M |
| Tanaka Capital Management Inc. | 2.36% | No change | 19,090 | $1.4M |
| Alyeska Investment Group, L.P. | 0.00% | Reduce -98.1% | 18,957 | $1.4M |
| Vestcor Inc | 0.04% | Add +33.2% | 18,732 | $1.4M |
| Xponance LLC | 0.01% | Add +29.8% | 18,115 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.9% | 18,109 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +13.4% | 17,740 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.5% | 17,109 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -6.3% | 16,756 | $1.2M |
| Centiva Capital, LP | 0.06% | New | 16,354 | $1.2M |
| South Dakota Investment Council | 0.02% | Reduce -62.7% | 16,045 | $1.2M |
| Tributary Capital Management, LLC | 0.11% | Add +1.0% | 15,717 | $1.2M |
| Lighthouse Investment Partners, LLC | 0.04% | Reduce -78.3% | 15,577 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.8% | 15,559 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.2% | 15,410 | $1.1M |
| &partners | 0.01% | Reduce -0.7% | 15,195 | $1.1M |
| Eagle Rock Investment Company, LLC | 0.16% | New | 15,112 | $1.1M |
| JBF Capital, Inc. | 0.16% | No change | 15,000 | $1.1M |
| Bank of New Hampshire | 0.25% | Reduce -0.4% | 14,961 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Add +5.4% | 14,798 | $1.1M |
| Twin Capital Management Inc. | 0.14% | Add +1.8% | 14,709 | $1.1M |
| Delphi Management Inc. | 1.28% | Reduce -22.9% | 14,453 | $1.1M |
| Plancorp, LLC | 0.03% | Reduce -0.1% | 13,774 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +9.7% | 13,196 | $1.0M |
| Bull Harbor Capital LLC | 0.28% | — | 13,951 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.7% | 13,918 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.3% | 13,682 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -28.9% | 13,563 | $1.0M |
| Hillsdale Investment Management Inc. | 0.03% | New | 13,540 | $1.0M |
| ING Groep NV | 0.01% | No change | 13,500 | $998K |
| Swiss Life Asset Management Ltd | 0.00% | Add +21.8% | 13,115 | $969K |
| Krilogy Financial LLC | 0.03% | Add +5.4% | 11,724 | $947K |
| Polymer Capital Management (US) LLC | 0.14% | Add +7.2% | 12,773 | $944K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,681 | $937K |
| Chicago Partners Investment Group LLC | 0.02% | Add +70.5% | 12,108 | $937K |
| TT International Asset Management LTD | 0.10% | Add +394.0% | 12,472 | $922K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.3% | 12,122 | $896K |
| Cornerstone Investment Partners, LLC | 0.04% | Add +6.2% | 12,076 | $893K |
| Persistent Asset Partners Ltd | 0.34% | Reduce -28.8% | 11,994 | $887K |
| Capital Fund Management S.A. | 0.01% | New | 11,907 | $880K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.5% | 11,833 | $875K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.7% | 11,405 | $843K |
| Securian Asset Management, Inc. | 0.03% | Add +1.0% | 11,240 | $831K |
| Essential Partners LLC | 0.28% | Add +5.2% | 11,179 | $826K |
| Empowered Funds, LLC | 0.01% | New | 10,630 | $786K |
| Impact Partnership Wealth, LLC | 0.10% | New | 10,558 | $780K |
| Morningstar Investment Management LLC | 0.05% | New | 10,368 | $766K |
| Ensign Peak Advisors, Inc | 0.00% | Add +11.7% | 10,229 | $756K |
| GAMMA Investing LLC | 0.04% | Reduce -3.2% | 10,180 | $753K |
| Maltese Capital Management LLC | 0.15% | Reduce -81.8% | 10,000 | $739K |
| Mirabella Financial Services LLP | 0.07% | Add +103.2% | 9,976 | $737K |
| Edmp, Inc. | 0.58% | No change | 9,727 | $719K |
| HB Wealth Management, LLC | 0.00% | Add +28.8% | 9,415 | $696K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.4% | 9,306 | $688K |
| Daiwa Securities Group Inc. | 0.00% | New | 9,263 | $685K |
| Rothschild Investment LLC | 0.04% | Add +86.4% | 9,067 | $670K |
| M&T Bank Corp | 0.00% | Reduce -9.0% | 9,047 | $669K |
| Haven Private, LLC | 0.29% | No change | 9,030 | $667K |
| Caxton Associates LLP | 0.02% | Reduce -11.4% | 9,012 | $666K |
| Ethic Inc. | 0.01% | Reduce -13.3% | 8,988 | $664K |
| Blair William & Co. | 0.00% | Add +23.0% | 8,917 | $659K |
| J.M. Arbour, LLC | 0.62% | Reduce -7.5% | 8,785 | $649K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +5.9% | 8,698 | $644K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -4.6% | 8,936 | $642K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +12.2% | 8,655 | $640K |
| Waverly Advisors, LLC | 0.00% | Add +37.7% | 8,601 | $636K |
| First National Advisers, LLC | 0.09% | Reduce -2.3% | 8,447 | $624K |
| Baird Financial Group, Inc. | 0.00% | Add +3.7% | 8,215 | $607K |
| Fiduciary Trust Co | 0.01% | No change | 8,202 | $606K |
| Gateway Investment Advisers LLC | 0.01% | Add +175.4% | 8,166 | $604K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.4% | 8,144 | $602K |
| VARCOV Co. | 0.22% | New | 8,139 | $602K |
| Studio Investment Management LLC | 0.11% | Reduce -0.5% | 7,982 | $590K |
| Utah Retirement Systems | 0.01% | No change | 7,950 | $588K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.7% | 7,938 | $587K |
| Machina Capital S.A.S. | 0.11% | Add +39.4% | 7,788 | $576K |
| Radnor Capital Management, LLC | 0.08% | Reduce -4.9% | 7,609 | $562K |
| Numerai GP LLC | 0.05% | Reduce -19.3% | 7,389 | $546K |
| nVerses Capital, LLC | 0.49% | New | 7,354 | $544K |
| Yorktown Management & Research Co Inc | 0.45% | No change | 7,350 | $543K |
| DNB Asset Management AS | 0.00% | New | 7,341 | $543K |
| Callan Family Office, LLC | 0.01% | Add +5.0% | 7,330 | $542K |
| CI Investments Inc. | 0.00% | No change | 7,210 | $533K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -12.9% | 7,083 | $524K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,958 | $514K |
| Allworth Financial LP | 0.00% | Add +82.5% | 6,928 | $512K |
| Capstone Investment Advisors, LLC | 0.01% | Add +43.1% | 6,729 | $497K |
| Trust Point Inc. | 0.04% | Reduce -8.5% | 6,625 | $490K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -3.7% | 6,568 | $486K |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 6,541 | $484K |
| Occudo Quantitative Strategies LP | 0.03% | New | 6,105 | $481K |
| Freestone Grove Partners LP | 0.00% | Reduce -98.7% | 6,483 | $479K |
| Whitener Capital Management, Inc. | 0.11% | Reduce -1.5% | 6,462 | $478K |
| Inceptionr LLC | 0.11% | Reduce -68.2% | 6,396 | $473K |
| Blueshift Asset Management, LLC | 0.14% | New | 6,347 | $469K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -21.6% | 6,343 | $469K |
| Detalus Advisors, LLC | 0.11% | No change | 6,300 | $466K |
| Old National Bancorp | 0.01% | Add +13.3% | 6,255 | $462K |
| Connable Office Inc. | 0.05% | Reduce -14.4% | 6,250 | $462K |
| IMC-Chicago, LLC | 0.01% | New | 6,147 | $454K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.2% | 6,136 | $454K |
| ProShare Advisors LLC | 0.00% | Reduce -0.1% | 6,117 | $452K |
| Rothschild Wealth LLC | 0.04% | Add +127.0% | 6,062 | $448K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 6,027 | $446K |
| Evergreen Capital Management LLC | 0.01% | Reduce -8.5% | 6,018 | $445K |
| Keybank National Association | 0.00% | Reduce -1.3% | 5,978 | $442K |
| Journey Strategic Wealth LLC | 0.01% | Add +19.4% | 5,910 | $437K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +10.8% | 5,902 | $436K |
| Waddell & Associates, LLC | 0.02% | Add +38.7% | 5,881 | $435K |
| Caerus Investment Advisors, LLC | 0.18% | Reduce -28.2% | 5,751 | $425K |
| MAI Capital Management | 0.00% | Add +364.4% | 5,747 | $425K |
| Syon Capital LLC | 0.02% | Reduce -32.9% | 5,733 | $424K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -1.0% | 5,721 | $423K |
| Evoke Wealth, LLC | 0.01% | Add +76.1% | 5,638 | $417K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +59.0% | 5,609 | $415K |
| Aigen Investment Management, LP | 0.11% | New | 5,570 | $412K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 5,562 | $411K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -53.5% | 5,587 | $409K |
| Parcion Private Wealth LLC | 0.03% | Add +27.5% | 5,471 | $404K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.5% | 5,412 | $400K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 5,356 | $396K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -0.1% | 5,292 | $391K |
| Avise Financial Cooperative, Inc. | 0.32% | Add +18.2% | 5,273 | $390K |
| Aviva PLC | 0.00% | Reduce -25.6% | 5,256 | $389K |
| Citizens Financial Group Inc. | 0.01% | New | 5,187 | $383K |
| First Fiduciary Investment Counsel, Inc. | 0.08% | No change | 5,175 | $383K |
| Brooklyn Investment Group | 0.01% | Add +35.0% | 5,130 | $379K |
| Intrust Bank NA | 0.03% | Add +5.1% | 5,088 | $376K |
| Ritholtz Wealth Management | 0.01% | Add +5.4% | 5,080 | $376K |
| Vident Advisory, LLC | 0.00% | Add +28.7% | 5,079 | $375K |
| Sowell Financial Services LLC | 0.01% | Add +2.8% | 5,072 | $375K |
| Essex Financial Services, Inc. | 0.02% | Add +8.0% | 5,033 | $372K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.4% | 4,975 | $368K |
| Shelton Capital Management | 0.01% | Reduce -4.6% | 4,947 | $366K |
| iSAM Funds (UK) Ltd | 0.18% | Reduce -5.1% | 4,934 | $365K |
| IFP Advisors, Inc | 0.01% | Add +12.8% | 4,926 | $364K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +47.3% | 4,896 | $362K |
| CIBC Asset Management Inc | 0.00% | No change | 4,882 | $361K |
| Daymark Wealth Partners, LLC | 0.01% | New | 4,840 | $358K |
| Wbi Investments, LLC | 0.10% | Reduce -67.7% | 4,830 | $357K |
| Millington Securities, LLC | 0.10% | — | 4,830 | $357K |
| Praxis Investment Management Inc. | 0.02% | Add +43.5% | 4,799 | $355K |
| TD Asset Management Inc | 0.00% | Reduce -13.8% | 4,800 | $355K |
| Roberts Glore & Co. Inc. | 0.10% | Add +3.9% | 4,739 | $350K |
| Transcend Capital Advisors, LLC | 0.03% | Add +47.4% | 4,738 | $350K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.0% | 4,681 | $346K |
| Dundas Partners LLP | 0.03% | Reduce -17.9% | 4,676 | $346K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.1% | 4,665 | $345K |
| KBC Group NV | 0.00% | No change | 4,639 | $343K |
| GenTrust, LLC | 0.01% | Add +90.4% | 4,638 | $343K |
| HCR Wealth Advisors | 0.04% | Add +0.5% | 4,578 | $338K |
| Formidable Asset Management, LLC | 0.05% | Reduce -33.3% | 2,700 | $338K |
| Bridgefront Capital, LLC | 0.08% | Reduce -63.5% | 4,562 | $337K |
| Drive Wealth Management, LLC | 0.07% | Reduce -1.2% | 4,546 | $336K |
| Impact Capital Partners LLC | 0.10% | Add +0.8% | 4,539 | $336K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | New | 4,500 | $333K |
| Pinnacle Associates Ltd. | 0.00% | Add +33.2% | 4,444 | $328K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +32.5% | 4,422 | $327K |
| Blue Trust, Inc. | 0.00% | Add +2.4% | 4,407 | $326K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +1.9% | 4,396 | $325K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -65.8% | 4,385 | $324K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -8.7% | 4,365 | $323K |
| North Dakota State Investment Board | 0.01% | Reduce -18.2% | 4,334 | $320K |
| DRW Securities, LLC | 0.02% | New | 4,220 | $312K |
| Stephens Inc. | 0.00% | No change | 4,192 | $310K |
| QTR Family Wealth, LLC | 0.13% | Add +32.2% | 3,749 | $302K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.0% | 4,070 | $301K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.5% | 4,052 | $299K |
| ETF Store, Inc. | 0.29% | No change | 4,008 | $296K |
| Greenleaf Trust | 0.00% | Add +0.7% | 3,992 | $295K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -51.0% | 3,978 | $294K |
| Compound Planning, Inc. | 0.01% | Reduce -7.8% | 3,951 | $292K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.6% | 3,955 | $292K |
| Gsa Capital Partners LLP | 0.02% | New | 3,903 | $289K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,898 | $288K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.6% | 3,892 | $288K |
| Clearstead Advisors, LLC | 0.00% | Add +17.4% | 3,879 | $287K |
| First Commonwealth Financial Corp | 0.05% | No change | 3,844 | $284K |
| Caitlin John, LLC | 0.17% | Reduce -36.0% | 3,842 | $284K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 3,659 | $283K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +11.3% | 3,659 | $283K |
| Midwest Trust Co | 0.00% | No change | 3,779 | $279K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 3,776 | $279K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,761 | $278K |
| R Squared Ltd | 0.15% | Reduce -36.7% | 3,753 | $277K |
| MQS Management LLC | 0.19% | New | 3,749 | $277K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -15.7% | 3,691 | $273K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +0.4% | 3,518 | $260K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 3,466 | $256K |
| Knightsbridge Asset Management, LLC | 0.03% | Add +41.0% | 3,397 | $251K |
| Country Trust Bank | 0.00% | No change | 3,375 | $249K |
| Profund Advisors LLC | 0.01% | Add +2.3% | 3,344 | $247K |
| Serenity Investment Advisors | 0.12% | No change | 3,384 | $246K |
| Princeton Capital Management LLC | 0.07% | No change | 3,300 | $244K |
| Anb Bank | 0.10% | Add +0.9% | 3,297 | $244K |
| Diversify Wealth Management, LLC | 0.00% | New | 3,149 | $244K |
| Smith, Moore & Co. | 0.02% | Reduce -12.4% | 3,285 | $243K |
| Principal Securities, Inc. | 0.00% | Add +13.3% | 3,274 | $242K |
| Caprock Group, LLC | 0.01% | Reduce -43.1% | 3,234 | $239K |
| Lido Advisors, LLC | 0.00% | Add +21.7% | 3,230 | $239K |
| Walleye Trading LLC | 0.00% | Add +62.8% | 3,217 | $238K |
| Signaturefd, LLC | 0.00% | Add +23.6% | 3,210 | $237K |
| Horizon Investments, LLC | 0.00% | Reduce -96.7% | 3,144 | $232K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -30.7% | 3,202 | $232K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | No change | 3,120 | $231K |
| Ballentine Partners, LLC | 0.00% | Reduce -7.8% | 3,106 | $230K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -28.4% | 3,097 | $229K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -2.2% | 3,094 | $229K |
| NewEdge Wealth, LLC | 0.00% | Add +8.1% | 3,080 | $228K |
| Grant Private Wealth Management Inc | 0.12% | No change | 3,075 | $227K |
| Winebrenner Capital Management LLC | 0.15% | No change | 3,060 | $226K |
| waypoint wealth counsel | 0.12% | Reduce -2.5% | 3,039 | $225K |
| Vise Technologies, Inc. | 0.00% | Reduce -33.3% | 1,751 | $219K |
| HUB Investment Partners, LLC | 0.01% | New | 2,927 | $216K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 2,919 | $216K |
| PCM Encore, LLC | 0.04% | Add +1.3% | 2,876 | $213K |
| Baker Avenue Asset Management, LP | 0.00% | New | 2,825 | $209K |
| Sage Rhino Capital LLC | 0.04% | Add +3.7% | 2,737 | $202K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -22.8% | 2,678 | $198K |
| UMB Bank, n.a. | 0.00% | Add +5.3% | 2,669 | $197K |
| Acadian Asset Management LLC | 0.00% | New | 2,672 | $197K |
| Versant Capital Management, Inc | 0.02% | Add +28.9% | 2,552 | $189K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,530 | $187K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 2,458 | $182K |
| Arax Advisory Partners | 0.01% | Add +128.9% | 2,404 | $178K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,137 | $158K |
| TD Private Client Wealth LLC | 0.00% | Add +17.2% | 2,124 | $157K |
| Hilltop National Bank | 0.04% | No change | 2,011 | $149K |
| Kemnay Advisory Services Inc. | 0.02% | Add +26.1% | 1,920 | $142K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -13.4% | 1,914 | $141K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -1.9% | 1,892 | $140K |
| Financial Consulate, Inc. | 0.02% | No change | 1,864 | $138K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,852 | $137K |
| Westpac Banking Corp. | 0.01% | New | 1,659 | $123K |
| State of Wyoming | 0.01% | Reduce -1.2% | 1,654 | $122K |
| Root Financial Partners, LLC | 0.01% | Add +153.8% | 1,523 | $113K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -33.3% | 1,489 | $110K |
| SJS Investment Consulting Inc. | 0.01% | Add +62.3% | 1,276 | $94K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,216 | $90K |
| Advisory Services Network, LLC | 0.00% | New | 1,112 | $82K |
| Mather Group, Llc. | 0.00% | New | 1,056 | $78K |
| Bayforest Capital Ltd | 0.09% | Add +305.8% | 1,053 | $78K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -1.6% | 1,023 | $76K |
| Bessemer Group Inc. | 0.00% | Reduce -24.4% | 1,009 | $74K |
| Quent Capital, LLC | 0.01% | Add +13.2% | 995 | $74K |
| Harbour Investments, Inc. | 0.00% | Add +658.5% | 933 | $69K |
| True Wealth Design, LLC | 0.02% | Add +30.8% | 922 | $68K |
| Montag A & Associates Inc. | 0.00% | No change | 877 | $65K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -26.9% | 846 | $61K |
| Wealth Preservation Advisors, LLC | 0.05% | New | 805 | $60K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +31.7% | 790 | $58K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -44.7% | 603 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.4% | 716 | $53K |
| Pinnacle Holdings, LLC | 0.02% | Reduce -0.3% | 679 | $50K |
| Park Place Capital Corp | 0.01% | No change | 658 | $49K |
| Huntington National Bank | 0.00% | Reduce -0.2% | 599 | $44K |
| Wellington Grp LLC | 0.01% | Reduce -8.2% | 500 | $37K |
| HM Payson & Co. | 0.00% | No change | 492 | $36K |
| JTC Employer Solutions Trustee Ltd | 0.00% | Reduce -0.1% | 481 | $36K |
| Wellington-Altus USA Inc. | 0.02% | Reduce -5.2% | 505 | $35K |
| Activest Wealth Management | 0.01% | Add +27.8% | 464 | $34K |
| Danske Bank A/S | 0.00% | Reduce -81.3% | 450 | $33K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -0.1% | 415 | $31K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.1% | 394 | $29K |
| Covestor Ltd | 0.02% | Reduce -56.2% | 388 | $29K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -2.5% | 357 | $26K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -0.1% | 334 | $25K |
| JPL Wealth Management, LLC | 0.01% | New | 320 | $24K |
| Osterweis Capital Management Inc. | 0.00% | No change | 318 | $24K |
| V-Square Quantitative Management LLC | 0.00% | Add +11.6% | 303 | $22K |
| MidFirst Bank | 0.00% | Reduce -0.2% | 280 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -12.5% | 277 | $20K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -71.3% | 274 | $20K |
| Fortitude Family Office, LLC | 0.00% | Add +8.2% | 263 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.2% | 259 | $19K |
| Salem Investment Counselors Inc. | 0.00% | New | 225 | $17K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.6% | 220 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -0.5% | 215 | $16K |
| CVA Family Office, LLC | 0.00% | Add +735.3% | 213 | $16K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.7% | 213 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 208 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.5% | 205 | $15K |
| First Pacific Financial | 0.00% | Add +55.0% | 200 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 186 | $14K |
| WPG Advisers, LLC | 0.01% | Reduce -19.7% | 177 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +75.1% | 176 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Add +15.5% | 168 | $12K |
| Boreal Capital Management LLC | 0.01% | Reduce -0.3% | 145 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 141 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 134 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.6% | 133 | $10K |
| Global X Japan Co., Ltd. | 0.00% | New | 132 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 125 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 112 | $9K |
| Retirement Wealth Solutions LLC | 0.00% | Add +3.5% | 104 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +1.0% | 103 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 93 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -42.8% | 91 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +36.5% | 86 | $6K |
| Torren Management, LLC | 0.00% | Reduce -96.8% | 85 | $6K |
| Arlington Trust Co LLC | 0.00% | New | 85 | $6K |
| American National Bank & Trust | 0.00% | Reduce -0.6% | 82 | $6K |
| North Star Investment Management Corp. | 0.00% | Reduce -31.6% | 81 | $6K |
| SouthState Bank Corp | 0.00% | Add +9.2% | 77 | $6K |
| WealthCollab, LLC | 0.00% | Reduce -0.7% | 76 | $6K |
| Daytona Street Capital LLC | 0.00% | No change | 72 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $5K |
| Rossby Financial, LCC | 0.00% | Add +2266.7% | 71 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 63 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -0.8% | 58 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -10.6% | 55 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -0.9% | 55 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 48 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 54 | $4K |
| SHP Wealth Management | 0.00% | Add +84.3% | 47 | $3K |
| Private Trust Co. NA | 0.00% | No change | 45 | $3K |
| Signature Equity Partners, LLC | 0.00% | No change | 45 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -2.4% | 41 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 39 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +1166.7% | 38 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 38 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -1.3% | 37 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -14.9% | 37 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -38.5% | 36 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.4% | 34 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -1.4% | 34 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +77.8% | 32 | $2K |
| Ares Financial Consulting, LLC | 0.00% | Reduce -1.6% | 31 | $2K |
| Sachetta, LLC | 0.00% | Reduce -23.1% | 30 | $2K |
| TD Capital Management LLC | 0.00% | New | 29 | $2K |
| Addison Advisors LLC | 0.00% | Reduce -1.8% | 28 | $2K |
| Albion Financial Group | 0.00% | No change | 27 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -2.0% | 25 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 24 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -2.2% | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +22.2% | 22 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +22.2% | 22 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +5.6% | 19 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +3.0% | 17 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 16 | $1K |
| Kilter Group LLC | 0.00% | No change | 15 | $1K |
| Cromwell Holdings LLC | 0.00% | Reduce -6.7% | 14 | $1K |
| Avion Wealth | 0.00% | No change | 27 | $1K |
| CX Institutional | 0.00% | New | 14 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -3.7% | 13 | $961 |
| International Assets Investment Management, LLC | 0.00% | Reduce -69.2% | 12 | $888 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 12 | $887 |
| Bare Financial Services, Inc | 0.00% | No change | 12 | $887 |
| Atwood & Palmer Inc. | 0.00% | New | 10 | $740 |
| GHP Investment Advisors, Inc. | 0.00% | New | 10 | $740 |
| Operose Advisors LLC | 0.00% | New | 10 | $739 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -4.8% | 10 | $739 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.8% | 10 | $739 |
| Nemes Rush Group LLC | 0.00% | Reduce -25.0% | 9 | $665 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 9 | $665 |
| CoreCap Advisors, LLC | 0.00% | Reduce -77.8% | 9 | $665 |
| Curio Wealth, LLC | 0.00% | Add +300.0% | 6 | $444 |
| Trust Co | 0.00% | No change | 6 | $444 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 4 | $296 |
| Quaker Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $296 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $296 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $227 |
| Portus Wealth Advisors, LLC | 0.00% | New | 3 | $224 |
| American Capital Advisory, LLC | 0.00% | Reduce -75.0% | 3 | $222 |
| TFC Financial Management, Inc. | 0.00% | Reduce -33.3% | 1 | $74 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.3% | 1 | $74 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.