Stifel FinancialSF
13F holders, Q2 2026 (June 30)595holders −40
55new positions
91sold out
8famous investors
$69.85avg. 13F price*
At the end of Q2 2026, 595 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, down 40 from Q1 2026. 55 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($1.0B), FMR LLC ($595.5M) and Vanguard Portfolio Management LLC ($499.8M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $54.3M |
| Exits | 91 | $189.3M |
All 13F filers, Q1 2026 → Q2 2026: 12,346,387 shares bought and 13,094,596 shares sold, net −748,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| BlackRock, Inc. | 0.02% | Add +2.0% | 14,779,953 | $1.0B |
| FMR LLC | 0.03% | Add +4.9% | 8,534,782 | $595.5M |
| Vanguard Portfolio Management LLC | 0.02% | Add +0.6% | 7,163,692 | $499.8M |
| Vanguard Capital Management LLC | 0.01% | Add +0.2% | 6,659,358 | $464.6M |
| AQR Capital Management | 0.15% | Reduce -29.1% | 6,001,400 | $418.7M |
| State Street Corp. | 0.01% | Add +4.8% | 4,875,785 | $340.2M |
| Boston Partners | 0.27% | Add +3.9% | 4,403,821 | $307.3M |
| Stifel Financial Corp. | 0.23% | Add +3.0% | 3,886,981 | $271.2M |
| Earnest Partners LLC | 0.91% | Reduce -2.2% | 3,608,530 | $251.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +10.9% | 2,902,428 | $202.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 2,896,899 | $202.2M |
| Alliancebernstein L.P. | 0.06% | Reduce -2.6% | 2,637,266 | $194.9M |
| Capital Research Global Investors | 0.03% | Reduce -4.1% | 2,683,784 | $187.2M |
| Wellington Management Group LLP | 0.03% | Reduce -30.6% | 2,565,429 | $179.0M |
| Morgan Stanley | 0.01% | Add +16.0% | 2,290,873 | $159.8M |
| Norges Bank | 0.01% | — | 2,061,688 | $143.8M |
| Millennium Management | 0.10% | Add +364.5% | 1,972,193 | $137.6M |
| Bank of America Corp. | 0.01% | Reduce -5.6% | 1,770,839 | $123.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.2% | 1,670,473 | $116.5M |
| Fisher Asset Management | 0.03% | Reduce -2.1% | 1,652,113 | $115.3M |
| Jacobs Levy Equity Management, Inc. | 0.40% | Add +16.4% | 1,589,213 | $110.9M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 1,534,041 | $107.0M |
| Qube Research & Technologies Ltd | 0.12% | Add +20.5% | 1,523,529 | $106.3M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +17.9% | 1,437,487 | $100.3M |
| Nomura Asset Management International Inc. | 0.15% | Reduce -3.9% | 1,405,150 | $98.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.3% | 1,336,318 | $93.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 1,326,793 | $92.6M |
| GW&K Investment Management, LLC | 0.68% | Reduce -4.6% | 1,247,030 | $87.0M |
| Two Sigma Investments, LP | 0.07% | Add +235.0% | 1,227,090 | $85.6M |
| UBS Group AG | 0.01% | Add +31.5% | 1,032,580 | $72.0M |
| Principal Financial Group Inc. | 0.04% | Reduce -4.8% | 1,023,213 | $71.4M |
| Algebris (uk) Ltd. | 4.66% | Add +66.7% | 1,007,696 | $70.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.5% | 963,586 | $67.2M |
| BNP Paribas Financial Markets | 0.03% | Add +29.6% | 875,159 | $61.1M |
| D. E. Shaw & Co. | 0.04% | Add +22.5% | 762,408 | $53.2M |
| Hotchkis & Wiley Capital Management LLC | 0.15% | Add +32.4% | 757,136 | $52.8M |
| Fiera Capital Corp | 0.18% | Reduce -42.9% | 699,258 | $48.8M |
| New York State Common Retirement Fund | 0.06% | Reduce -0.1% | 689,303 | $48.1M |
| Victory Capital Management Inc. | 0.03% | Reduce -23.5% | 665,412 | $46.4M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -3.2% | 651,894 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.3% | 638,582 | $44.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +51.9% | 623,009 | $43.5M |
| Systematic Financial Management LP | 0.86% | Add +0.2% | 617,939 | $43.1M |
| Invesco Ltd. | 0.00% | Add +8.8% | 606,367 | $42.3M |
| Citadel Advisors | 0.02% | Add +93.8% | 591,404 | $41.3M |
| Squarepoint Ops LLC | 0.08% | Add +716.1% | 585,834 | $40.9M |
| Silvercrest Asset Management Group LLC | 0.26% | Reduce -5.6% | 561,354 | $39.2M |
| Bank of Nova Scotia | 0.06% | Add +52.1% | 519,811 | $36.3M |
| Assenagon Asset Management S.A. | 0.04% | Add +287.2% | 490,762 | $34.2M |
| Kennedy Capital Management LLC | 0.59% | Reduce -1.4% | 478,500 | $33.4M |
| Prana Capital Management, LP | 1.02% | Add +12.8% | 478,332 | $33.4M |
| Tudor Investment Corporation | 0.14% | Reduce -4.0% | 470,515 | $32.8M |
| Voloridge Investment Management, LLC | 0.14% | Add +1.3% | 461,858 | $32.2M |
| Walleye Capital LLC | 0.17% | Add +2.3% | 454,339 | $31.7M |
| First Trust Advisors LP | 0.02% | Add +292.4% | 449,845 | $31.4M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 433,356 | $30.2M |
| Algert Global LLC | 0.34% | Add +11.2% | 409,817 | $28.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1699.7% | 407,495 | $28.4M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -5.2% | 401,003 | $28.0M |
| Rhumbline Advisers | 0.02% | Reduce -0.2% | 389,273 | $27.2M |
| HRT Financial LP | 0.05% | Add +145.7% | 384,174 | $26.8M |
| Renaissance Technologies | 0.04% | Add +271.8% | 374,823 | $26.2M |
| Retirement Systems of Alabama | 0.08% | Reduce -7.1% | 370,192 | $25.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 370,620 | $25.7M |
| Sei Investments Co. | 0.02% | Reduce -13.1% | 358,646 | $25.0M |
| Mackenzie Financial Corp. | 0.02% | Add +1710.7% | 355,067 | $24.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -31.6% | 346,463 | $24.2M |
| California Public Employees Retirement System | 0.01% | Reduce -2.2% | 334,625 | $23.3M |
| Panagora Asset Management Inc. | 0.07% | Reduce -0.4% | 333,795 | $23.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.18% | Add +4.1% | 329,777 | $23.0M |
| Nuveen, LLC | 0.01% | Add +3.5% | 315,694 | $22.0M |
| Barclays PLC | 0.01% | Reduce -37.3% | 305,958 | $21.3M |
| Swiss National Bank | 0.01% | Add +0.2% | 302,819 | $21.1M |
| WINTON GROUP Ltd | 0.68% | Add +21.4% | 299,748 | $20.9M |
| Natixis | 0.09% | Add +22.6% | 267,361 | $18.7M |
| Quantinno Capital Management LP | 0.02% | Reduce -14.1% | 264,685 | $18.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.1% | 262,204 | $18.3M |
| Ancora Advisors LLC | 0.34% | Reduce -6.3% | 254,005 | $17.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.9% | 247,132 | $17.2M |
| Glenmede Trust Co. NA | 0.08% | Reduce -5.8% | 244,976 | $17.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +115.7% | 241,582 | $16.9M |
| Voleon Capital Management LP | 0.30% | Reduce -10.0% | 236,298 | $16.5M |
| PDT Partners, LLC | 0.84% | Add +104.4% | 229,968 | $16.0M |
| Susquehanna Fundamental Investments, LLC | 0.30% | Add +76.0% | 228,631 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 214,433 | $15.0M |
| Access Investment Management LLC | 3.82% | Add +0.1% | 214,024 | $14.9M |
| Peregrine Capital Management LLC | 0.46% | Add +4.0% | 202,865 | $14.2M |
| Moran Wealth Management, LLC | 0.39% | Reduce -1.1% | 202,225 | $14.1M |
| Curi Capital, LLC | 0.22% | Add +8.4% | 200,717 | $14.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -20.3% | 196,000 | $13.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 196,000 | $13.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -6.8% | 195,601 | $13.6M |
| ExodusPoint Capital Management, LP | 0.12% | Add +90.9% | 192,460 | $13.4M |
| Crestwood Advisors Group, LLC | 0.20% | Reduce -0.8% | 192,044 | $13.4M |
| XTX Topco Ltd | 0.16% | Add +120.4% | 176,354 | $12.3M |
| Van Eck Associates Corp. | 0.01% | Add +19.1% | 175,822 | $12.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 174,696 | $12.2M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +62.4% | 167,276 | $11.7M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -6.3% | 167,184 | $11.7M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.5% | 162,693 | $11.4M |
| EULAV Asset Management | 0.35% | No change | 156,633 | $10.9M |
| Amundi | 0.00% | Reduce -68.7% | 153,885 | $10.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -48.9% | 151,687 | $10.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.3% | 150,150 | $10.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.11% | Add +25.7% | 146,847 | $10.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +1.6% | 144,092 | $10.1M |
| Citigroup Inc. | 0.00% | Add +9.4% | 142,016 | $9.9M |
| Man Group plc | 0.02% | Add +30.3% | 141,354 | $9.9M |
| Franklin Resources Inc. | 0.00% | Reduce -20.6% | 130,187 | $9.1M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 129,982 | $9.1M |
| Channing Capital Management, LLC | 0.21% | Reduce -3.4% | 128,344 | $9.0M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +4167.5% | 124,569 | $8.7M |
| Benjamin Edwards Inc. | 0.08% | New | 124,288 | $8.7M |
| Heartland Advisors Inc. | 0.38% | Reduce -9.3% | 121,653 | $8.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -5.9% | 121,226 | $8.5M |
| American Century Companies Inc. | 0.00% | Add +10.6% | 119,161 | $8.3M |
| Cerity Partners LLC | 0.01% | Reduce -36.9% | 115,575 | $8.1M |
| Creative Planning | 0.00% | Reduce -23.7% | 115,376 | $8.0M |
| HSBC Holdings PLC | 0.00% | Add +36.9% | 111,311 | $7.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -7.4% | 111,290 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.4% | 110,595 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.1% | 107,240 | $7.5M |
| Quantbot Technologies LP | 0.29% | Add +65.0% | 105,314 | $7.3M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -0.9% | 105,174 | $7.3M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -4.0% | 104,523 | $7.3M |
| Basswood Capital Management, L.L.C. | 0.31% | New | 104,316 | $7.3M |
| Edgestream Partners, L.P. | 0.21% | Add +22.1% | 101,813 | $7.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 99,400 | $6.9M |
| Trexquant Investment LP | 0.04% | Reduce -38.5% | 98,707 | $6.9M |
| Castleark Management LLC | 0.18% | Reduce -3.7% | 98,210 | $6.9M |
| Bank of Montreal | 0.00% | Add +20.9% | 95,878 | $6.7M |
| Mariner, LLC | 0.01% | Reduce -58.1% | 95,690 | $6.7M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -8.0% | 93,950 | $6.6M |
| STRS Ohio | 0.02% | Reduce -7.0% | 92,143 | $6.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -21.4% | 90,386 | $6.3M |
| National Bank of Canada | 0.01% | Reduce -51.4% | 87,522 | $6.1M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Add +11.6% | 84,425 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -31.7% | 84,316 | $5.9M |
| Dana Investment Advisors, Inc. | 0.15% | Add +12.3% | 82,406 | $5.7M |
| Ieq Capital, LLC | 0.03% | Reduce -73.9% | 81,332 | $5.7M |
| Requisite Capital Management, LLC | 0.91% | New | 79,119 | $5.5M |
| Entropy Technologies, LP | 0.22% | Add +71.6% | 77,625 | $5.4M |
| 1492 Capital Management LLC | 1.54% | Reduce -7.8% | 74,579 | $5.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.6% | 73,786 | $5.1M |
| New Age Alpha Advisors, LLC | 0.22% | Reduce -9.5% | 73,461 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.9% | 72,066 | $5.0M |
| Fifth Third Bancorp | 0.01% | Reduce -4.0% | 71,063 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -2.6% | 70,524 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Add +7.4% | 69,693 | $4.9M |
| Jupiter Topco LLC | 0.00% | — | 68,400 | $4.8M |
| Verdence Capital Advisors LLC | 0.25% | Reduce -1.2% | 68,358 | $4.8M |
| Amalgamated Bank | 0.03% | Reduce -2.1% | 67,703 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +6.0% | 67,646 | $4.7M |
| MUFG Securities EMEA plc | 0.05% | New | 67,500 | $4.7M |
| Trillium Asset Management, LLC | 0.14% | Add +12.3% | 66,790 | $4.7M |
| Engineers Gate Manager LP | 0.06% | Reduce -80.9% | 66,557 | $4.6M |
| Brandywine Oak Private Wealth LLC | 0.35% | Reduce -1.1% | 65,982 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.9% | 62,825 | $4.4M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -28.7% | 62,766 | $4.4M |
| Evolve Private Wealth, LLC | 0.26% | Reduce -3.6% | 60,043 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 59,576 | $4.2M |
| Acadian Asset Management LLC | 0.00% | Add +2127.1% | 59,508 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.8% | 58,941 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.8% | 58,239 | $4.1M |
| Beverly Hills Private Wealth, LLC | 0.76% | Reduce -9.0% | 55,849 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -27.2% | 54,552 | $3.8M |
| Axiom Investors LLC | 0.03% | Reduce -72.2% | 53,664 | $3.7M |
| US Bancorp \de | 0.00% | Reduce -6.3% | 52,765 | $3.7M |
| Handelsbanken Fonder AB | 0.01% | No change | 51,398 | $3.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -45.7% | 49,006 | $3.5M |
| Stanley-Laman Group, Ltd. | 0.36% | Reduce -1.9% | 50,151 | $3.5M |
| Palisades Investment Partners, LLC | 1.00% | Add +2.3% | 50,146 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +0.3% | 49,854 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.3% | 49,540 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.18% | Reduce -27.7% | 49,385 | $3.4M |
| Schroder Investment Management Group | 0.00% | Reduce -18.5% | 50,621 | $3.4M |
| Numerai GP LLC | 0.28% | Add +561.0% | 48,845 | $3.4M |
| Aquatic Capital Management LLC | 0.12% | Add +21.5% | 48,833 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -78.6% | 48,476 | $3.4M |
| Jump Financial, LLC | 0.03% | Reduce -11.2% | 48,401 | $3.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -7.7% | 48,274 | $3.4M |
| Focus Partners Wealth | 0.00% | Reduce -32.9% | 48,043 | $3.4M |
| Capital Fund Management S.A. | 0.02% | Add +303.5% | 48,043 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +23.6% | 47,953 | $3.3M |
| Weiss Asset Management LP | 0.06% | New | 47,294 | $3.3M |
| Cinctive Capital Management LP | 0.13% | Reduce -19.2% | 46,827 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | Reduce -7.3% | 44,985 | $3.1M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.6% | 44,900 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +8.1% | 44,562 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 44,328 | $3.1M |
| Meramec Financial Planners, LLC | 1.13% | No change | 37,533 | $3.1M |
| Sit Investment Associates Inc. | 0.06% | Add +7.8% | 43,999 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.7% | 43,207 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -51.1% | 43,350 | $3.0M |
| FinArc Investments, Inc. | 2.70% | Add +1.5% | 42,681 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.1% | 41,744 | $2.9M |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 41,643 | $2.9M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -9.2% | 41,623 | $2.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +56.1% | 40,783 | $2.8M |
| Summit Trail Advisors, LLC | 0.04% | Add +54.4% | 40,213 | $2.8M |
| Captrust Financial Advisors | 0.00% | Reduce -29.0% | 39,762 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 39,745 | $2.8M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 39,302 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -2.8% | 38,039 | $2.7M |
| Martingale Asset Management L P | 0.06% | Reduce -10.9% | 37,900 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.9% | 36,726 | $2.6M |
| Wedge Capital Management L L P | 0.04% | Add +13.7% | 35,922 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -2.5% | 35,830 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | No change | 35,025 | $2.4M |
| Dark Forest Capital Management LP | 0.16% | Reduce -1.4% | 34,758 | $2.4M |
| Polar Asset Management Partners Inc. | 0.06% | New | 34,713 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -27.1% | 34,528 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +1.0% | 34,507 | $2.4M |
| Regions Financial Corp. | 0.01% | Reduce -27.8% | 34,181 | $2.4M |
| Assetmark, Inc. | 0.00% | Reduce -4.7% | 34,098 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.2% | 33,570 | $2.3M |
| Magnetar Financial LLC | 0.02% | Reduce -18.2% | 33,340 | $2.3M |
| Stieven Capital Advisors, L.P. | 0.43% | New | 32,500 | $2.3M |
| First National Bank of Omaha | 0.06% | Reduce -5.1% | 32,493 | $2.3M |
| New Mexico Educational Retirement Board | 0.06% | No change | 32,250 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.15% | Add +21.4% | 32,024 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -0.1% | 32,000 | $2.2M |
| Axq Capital, LP | 0.24% | Add +34.7% | 31,972 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -18.7% | 31,862 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.3% | 31,716 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 31,504 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -5.0% | 30,772 | $2.1M |
| Prescott Group Capital Management, L.L.C. | 0.18% | No change | 30,489 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.9% | 30,027 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 30,162 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.2% | 29,174 | $2.0M |
| AIA Group Ltd | 0.02% | Reduce -9.7% | 27,425 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -21.5% | 26,950 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -61.5% | 26,892 | $1.9M |
| Vest Financial, LLC | 0.02% | New | 26,778 | $1.9M |
| Gradient Investments LLC | 0.03% | Add +18.1% | 26,347 | $1.8M |
| QRG Capital Management, Inc. | 0.01% | Add +24.0% | 26,051 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 25,897 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.4% | 25,413 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -3.5% | 24,351 | $1.7M |
| Riverwater Partners LLC | 0.50% | Add +3.1% | 24,008 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.2% | 23,979 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.0% | 23,313 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | Add +180.8% | 22,928 | $1.6M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -6.8% | 22,509 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -87.9% | 22,427 | $1.6M |
| Commerce Bank | 0.01% | Reduce -2.2% | 20,932 | $1.5M |
| Eagle Rock Investment Company, LLC | 0.17% | Add +33.1% | 20,112 | $1.4M |
| Atria Investments, Inc | 0.01% | Reduce -8.2% | 20,044 | $1.4M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -91.2% | 19,430 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +695.4% | 19,121 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +11.4% | 19,058 | $1.3M |
| Delphi Management Inc. | 1.24% | Add +26.2% | 18,245 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +77.3% | 18,132 | $1.3M |
| Xponance LLC | 0.01% | Reduce -0.1% | 18,091 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 18,061 | $1.3M |
| Gator Capital Management, LLC | 0.27% | Reduce -55.6% | 18,000 | $1.3M |
| Tributary Capital Management, LLC | 0.10% | Add +13.9% | 17,902 | $1.2M |
| Quantum Private Wealth, LLC | 0.31% | Reduce -22.4% | 17,351 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 17,151 | $1.2M |
| FORA Capital, LLC | 0.08% | New | 16,438 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -6.7% | 15,639 | $1.1M |
| Bridgewater Associates | 0.00% | Reduce -62.3% | 15,560 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.5% | 15,393 | $1.1M |
| Hillsdale Investment Management Inc. | 0.02% | Add +13.7% | 15,390 | $1.1M |
| Bank of New Hampshire | 0.22% | Add +1.7% | 15,212 | $1.1M |
| Oxford Asset Management LLP | 0.52% | New | 15,022 | $1.0M |
| JBF Capital, Inc. | 0.14% | No change | 15,000 | $1.0M |
| Plancorp, LLC | 0.03% | Reduce -0.3% | 13,731 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 14,778 | $1.0M |
| Walleye Trading LLC | 0.01% | Add +350.8% | 14,502 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.8% | 14,440 | $1.0M |
| &partners | 0.00% | Reduce -5.6% | 14,340 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | Add +134.9% | 14,139 | $986K |
| Sivia Capital Partners, LLC | 0.12% | Reduce -38.1% | 13,752 | $959K |
| Calamos Advisors LLC | 0.00% | Reduce -33.8% | 13,544 | $945K |
| Hancock Whitney Corp. | 0.02% | Add +2.6% | 13,542 | $945K |
| Marshall Wace, LLP | 0.00% | Reduce -99.0% | 13,124 | $916K |
| Vise Technologies, Inc. | 0.01% | Add +649.0% | 13,115 | $915K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.7% | 13,038 | $910K |
| Hill Investment Group Partners, LLC | 0.09% | New | 12,778 | $892K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,681 | $885K |
| Centiva Capital, LP | 0.03% | Reduce -22.8% | 12,625 | $881K |
| Zions Bancorporation, National Association | 0.05% | Reduce -49.0% | 12,588 | $878K |
| Securian Asset Management, Inc. | 0.03% | Add +1.0% | 11,350 | $876K |
| Holocene Advisors, LP | 0.00% | New | 12,157 | $848K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -18.1% | 12,124 | $846K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.0% | 12,079 | $843K |
| AlphaGrep UK Ltd | 0.25% | New | 11,941 | $833K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.2% | 11,852 | $827K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +36.6% | 11,821 | $825K |
| Daiwa Securities Group Inc. | 0.00% | Add +24.6% | 11,537 | $805K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.0% | 11,402 | $796K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -48.3% | 11,097 | $774K |
| Morningstar Investment Management LLC | 0.05% | No change | 10,368 | $766K |
| TT International Asset Management LTD | 0.10% | Reduce -14.7% | 10,637 | $764K |
| J.M. Arbour, LLC | 0.66% | Add +24.6% | 10,949 | $764K |
| Aster Capital Management (DIFC) Ltd | 0.16% | Add +1694.0% | 10,818 | $755K |
| GAMMA Investing LLC | 0.03% | Add +3.1% | 10,492 | $732K |
| Gsa Capital Partners LLP | 0.05% | Add +165.5% | 10,364 | $723K |
| HighTower Advisors, LLC | 0.00% | Reduce -48.2% | 10,346 | $722K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -34.2% | 10,144 | $708K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 10,000 | $698K |
| Edmp, Inc. | 0.55% | Add +0.0% | 9,728 | $679K |
| M&T Bank Corp | 0.00% | Add +6.4% | 9,630 | $672K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -28.4% | 9,386 | $655K |
| Machina Capital S.A.S. | 0.10% | Add +19.8% | 9,332 | $651K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -33.8% | 8,014 | $638K |
| Haven Private, LLC | 0.24% | No change | 9,030 | $630K |
| Tidal Investments LLC | 0.00% | Reduce -61.5% | 8,955 | $625K |
| Quadrant Capital Group LLC | 0.02% | Reduce -66.8% | 8,675 | $605K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.8% | 8,865 | $603K |
| First National Advisers, LLC | 0.08% | Add +1.8% | 8,598 | $600K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.0% | 8,470 | $591K |
| Diversified Trust Co. | 0.01% | New | 8,385 | $585K |
| Wbi Investments, LLC | 0.14% | Add +73.3% | 8,370 | $584K |
| Rehmann Capital Advisory Group | 0.03% | Add +5.2% | 8,349 | $583K |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 8,331 | $581K |
| Merit Financial Group, LLC | 0.00% | Reduce -62.3% | 8,328 | $581K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 8,198 | $572K |
| Empowered Funds, LLC | 0.00% | Reduce -23.0% | 8,186 | $571K |
| Maryland State Retirement & Pension System | 0.01% | Add +17.1% | 8,147 | $568K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.5% | 8,021 | $560K |
| Inspire Investing, LLC | 0.02% | New | 8,001 | $558K |
| Bull Harbor Capital LLC | 0.11% | Reduce -42.9% | 7,966 | $556K |
| Studio Investment Management LLC | 0.09% | Reduce -0.4% | 7,948 | $555K |
| Utah Retirement Systems | 0.01% | Reduce -2.2% | 7,777 | $543K |
| DNB Asset Management AS | 0.00% | Add +5.4% | 7,738 | $540K |
| MAI Capital Management | 0.00% | Add +33.8% | 7,690 | $537K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,497 | $523K |
| Yorktown Management & Research Co Inc | 0.31% | No change | 7,350 | $513K |
| Osaic Holdings, Inc. | 0.00% | Add +80.7% | 7,323 | $511K |
| IMC-Chicago, LLC | 0.00% | Add +18.6% | 7,290 | $509K |
| CI Investments Inc. | 0.00% | Reduce -0.9% | 7,148 | $499K |
| Jane Street Group, LLC | 0.00% | Reduce -98.3% | 7,140 | $498K |
| Nisa Investment Advisors, LLC | 0.00% | Add +24.9% | 6,760 | $472K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.3% | 6,757 | $471K |
| Rothschild Investment LLC | 0.02% | Reduce -28.3% | 6,497 | $453K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.9% | 6,466 | $451K |
| Whitener Capital Management, Inc. | 0.10% | Reduce -0.5% | 6,427 | $448K |
| Ritholtz Wealth Management | 0.01% | Add +26.2% | 6,409 | $447K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +8.4% | 6,398 | $446K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -70.6% | 6,349 | $443K |
| Detalus Advisors, LLC | 0.09% | No change | 6,300 | $440K |
| Callan Family Office, LLC | 0.01% | Reduce -14.9% | 6,234 | $435K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 6,139 | $428K |
| ProShare Advisors LLC | 0.00% | Reduce -1.1% | 6,052 | $422K |
| IFP Advisors, Inc | 0.01% | Add +22.2% | 6,018 | $420K |
| Caxton Associates LLP | 0.01% | Reduce -33.3% | 6,008 | $419K |
| Parkside Financial Bank & Trust | 0.03% | Add +11.5% | 5,902 | $412K |
| Connable Office Inc. | 0.04% | Reduce -6.0% | 5,873 | $410K |
| Susquehanna International Group, LLP | 0.00% | New | 5,776 | $403K |
| Clark Capital Management Group, Inc. | 0.00% | Add +0.0% | 5,723 | $399K |
| CSS LLC | 0.05% | New | 5,670 | $396K |
| Mirabella Financial Services LLP | 0.04% | Reduce -43.3% | 5,653 | $394K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -20.2% | 5,652 | $394K |
| Nykredit A/S | 0.00% | — | 5,544 | $387K |
| Brighton Jones LLC | 0.01% | Reduce -76.3% | 5,526 | $386K |
| NewEdge Wealth, LLC | 0.00% | Add +77.6% | 5,471 | $382K |
| Larson Financial Group LLC | 0.01% | Add +2.1% | 5,467 | $381K |
| HB Wealth Management, LLC | 0.00% | Reduce -42.6% | 5,404 | $377K |
| Blair William & Co. | 0.00% | Reduce -39.5% | 5,393 | $376K |
| Keybank National Association | 0.00% | Reduce -10.9% | 5,328 | $372K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -13.9% | 5,284 | $369K |
| Aviva PLC | 0.00% | Reduce -0.5% | 5,228 | $365K |
| Prospera Financial Services Inc | 0.01% | New | 5,193 | $362K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | No change | 5,175 | $361K |
| KBC Group NV | 0.00% | Add +11.6% | 5,176 | $361K |
| Radnor Capital Management, LLC | 0.05% | Reduce -32.9% | 5,109 | $356K |
| Cordatus Wealth Management LLC | 0.08% | New | 5,080 | $354K |
| Ethic Inc. | 0.00% | Reduce -44.0% | 5,037 | $351K |
| Princeton Capital Management LLC | 0.08% | Add +51.5% | 5,000 | $349K |
| Shelton Capital Management | 0.01% | Reduce -0.0% | 4,946 | $345K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.8% | 4,928 | $344K |
| CIBC Asset Management Inc | 0.00% | No change | 4,882 | $341K |
| Vident Advisory, LLC | 0.00% | Reduce -3.9% | 4,881 | $341K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Add +8.2% | 4,870 | $340K |
| Waverly Advisors, LLC | 0.00% | Reduce -43.5% | 4,857 | $339K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,799 | $335K |
| Syon Capital LLC | 0.01% | Reduce -16.3% | 4,798 | $335K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +8.2% | 4,756 | $332K |
| Intrust Bank NA | 0.02% | Reduce -7.1% | 4,729 | $330K |
| Roberts Glore & Co. Inc. | 0.08% | Reduce -0.9% | 4,697 | $328K |
| Vestcor Inc | 0.01% | Reduce -75.1% | 4,671 | $326K |
| Avise Financial Cooperative, Inc. | 0.23% | Reduce -11.6% | 4,663 | $325K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.5% | 4,612 | $322K |
| Simplex Trading, LLC | 0.01% | New | 4,577 | $319K |
| HCR Wealth Advisors | 0.03% | Reduce -0.5% | 4,554 | $318K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.8% | 4,485 | $313K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 4,456 | $311K |
| Impact Capital Partners LLC | 0.08% | Reduce -2.2% | 4,441 | $310K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 4,409 | $308K |
| Integrated Advisors Network LLC | 0.01% | New | 4,389 | $306K |
| Stephens Inc. | 0.00% | Add +3.9% | 4,355 | $304K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -0.5% | 4,345 | $303K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -9.4% | 4,294 | $300K |
| Formidable Asset Management, LLC | 0.05% | Add +50.0% | 4,050 | $299K |
| Storgate, LLC | 0.06% | New | 4,274 | $298K |
| Krilogy Financial LLC | 0.01% | Reduce -64.9% | 4,110 | $287K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -65.7% | 4,058 | $283K |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.0% | 4,055 | $283K |
| ETF Store, Inc. | 0.23% | No change | 4,008 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 3,896 | $272K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 3,894 | $272K |
| Old National Bancorp | 0.01% | Reduce -38.0% | 3,879 | $271K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2.7% | 3,861 | $269K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -2.5% | 3,855 | $269K |
| First Commonwealth Financial Corp | 0.04% | No change | 3,844 | $268K |
| Greenleaf Trust | 0.00% | Reduce -4.2% | 3,826 | $267K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.1% | 3,815 | $266K |
| Ballentine Partners, LLC | 0.00% | Add +22.0% | 3,790 | $264K |
| Midwest Trust Co | 0.00% | No change | 3,779 | $264K |
| Trust Point Inc. | 0.02% | Reduce -43.9% | 3,714 | $259K |
| Horizon Investments, LLC | 0.00% | Add +17.5% | 3,695 | $258K |
| 111 Capital | 0.04% | New | 3,675 | $256K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.4% | 3,667 | $256K |
| Essex Financial Services, Inc. | 0.01% | Reduce -27.2% | 3,666 | $256K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -45.9% | 3,642 | $254K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 3,629 | $253K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -62.1% | 3,299 | $250K |
| Diversify Advisory Services, LLC | 0.00% | New | 3,030 | $250K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -3.8% | 3,030 | $250K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 3,518 | $245K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 3,449 | $241K |
| Parallel Advisors, LLC | 0.00% | Reduce -26.7% | 3,421 | $239K |
| Citizens Financial Group Inc. | 0.00% | Reduce -34.3% | 3,406 | $238K |
| Country Trust Bank | 0.00% | No change | 3,375 | $235K |
| Drive Wealth Management, LLC | 0.04% | Reduce -27.4% | 3,299 | $230K |
| Signaturefd, LLC | 0.00% | No change | 3,210 | $224K |
| Profund Advisors LLC | 0.01% | Reduce -4.2% | 3,203 | $223K |
| Compound Planning, Inc. | 0.01% | Reduce -19.0% | 3,199 | $223K |
| Serenity Investment Advisors | 0.10% | Reduce -17.6% | 2,789 | $223K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +1.3% | 3,244 | $221K |
| Maridea Wealth Management LLC | 0.02% | New | 3,107 | $217K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -0.3% | 3,086 | $215K |
| Readystate Asset Management LP | 0.01% | New | 3,079 | $215K |
| Grant Private Wealth Management Inc | 0.09% | No change | 3,075 | $215K |
| EntryPoint Capital, LLC | 0.05% | New | 3,061 | $214K |
| Winebrenner Capital Management LLC | 0.13% | No change | 3,060 | $213K |
| Proficio Capital Partners LLC | 0.01% | New | 2,979 | $208K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -48.1% | 2,912 | $203K |
| Zacks Investment Management | 0.00% | Reduce -96.6% | 2,895 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.6% | 2,821 | $197K |
| Evelyn Partners Group Ltd | 0.00% | — | 2,769 | $193K |
| UMB Bank, n.a. | 0.00% | Add +1.9% | 2,719 | $190K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -34.4% | 2,669 | $186K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,530 | $177K |
| Allworth Financial LP | 0.00% | Reduce -64.2% | 2,482 | $173K |
| Versant Capital Management, Inc | 0.02% | Reduce -4.7% | 2,433 | $170K |
| Global Retirement Partners, LLC | 0.00% | — | 2,361 | $165K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -19.1% | 2,167 | $151K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,137 | $149K |
| TD Private Client Wealth LLC | 0.00% | No change | 2,124 | $148K |
| Hilltop National Bank | 0.03% | No change | 2,011 | $140K |
| Financial Consulate, Inc. | 0.01% | No change | 1,864 | $130K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.4% | 1,810 | $126K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -32.3% | 1,663 | $116K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -62.8% | 1,631 | $114K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $108K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.2% | 1,201 | $84K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -39.3% | 1,149 | $80K |
| Bessemer Group Inc. | 0.00% | Add +4.2% | 1,051 | $74K |
| Mather Group, Llc. | 0.00% | No change | 1,056 | $74K |
| Westpac Banking Corp. | 0.00% | Reduce -36.5% | 1,053 | $73K |
| Essential Partners LLC | 0.03% | Reduce -90.8% | 1,024 | $71K |
| Bruce G. Allen Investments, LLC | 0.05% | No change | 1,023 | $71K |
| HM Payson & Co. | 0.00% | Add +100.8% | 988 | $69K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.1% | 904 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 877 | $61K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +97.1% | 818 | $58K |
| Smartleaf Asset Management LLC | 0.00% | No change | 846 | $58K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -36.9% | 805 | $56K |
| Huntington National Bank | 0.00% | Add +14.4% | 685 | $48K |
| Pinnacle Holdings, LLC | 0.02% | No change | 679 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.5% | 662 | $46K |
| Quent Capital, LLC | 0.00% | Reduce -33.8% | 659 | $46K |
| Park Place Capital Corp | 0.01% | No change | 658 | $46K |
| Caitlin John, LLC | 0.02% | Reduce -84.8% | 583 | $41K |
| Lanark Financial, Inc. | 0.00% | Add +46.5% | 577 | $40K |
| Wellington-Altus USA Inc. | 0.03% | No change | 505 | $37K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +40.1% | 500 | $35K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 481 | $34K |
| Altshuler Shaham Ltd | 0.00% | New | 455 | $32K |
| Danske Bank A/S | 0.00% | Add +0.2% | 451 | $31K |
| True Wealth Design, LLC | 0.01% | Reduce -51.3% | 449 | $31K |
| Fortitude Family Office, LLC | 0.01% | Add +54.0% | 405 | $28K |
| Spire Wealth Management | 0.00% | New | 403 | $28K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.0% | 386 | $27K |
| V-Square Quantitative Management LLC | 0.00% | Add +14.8% | 348 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 337 | $24K |
| Alpine Bank Wealth Management | 0.00% | New | 337 | $24K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 334 | $23K |
| Osterweis Capital Management Inc. | 0.00% | No change | 318 | $22K |
| Global X Japan Co., Ltd. | 0.00% | Add +118.2% | 288 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.5% | 284 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 259 | $19K |
| JPL Wealth Management, LLC | 0.00% | Reduce -20.9% | 253 | $18K |
| Concord Wealth Partners | 0.00% | New | 250 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | Add +977.3% | 237 | $17K |
| Covestor Ltd | 0.01% | Reduce -39.7% | 234 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 225 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 220 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 213 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 205 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 176 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 186 | $13K |
| CVA Family Office, LLC | 0.00% | Reduce -21.6% | 167 | $12K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +11.2% | 149 | $10K |
| Boreal Capital Management LLC | 0.01% | No change | 145 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -13.7% | 145 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 141 | $10K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +1444.4% | 139 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 140 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 133 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -27.1% | 129 | $9K |
| Clearstead Trust, LLC | 0.00% | New | 124 | $9K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 120 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +1.0% | 104 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -9.6% | 94 | $7K |
| Whittier Trust Co. | 0.00% | New | 86 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 87 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 86 | $6K |
| Torren Management, LLC | 0.00% | No change | 85 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 85 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.7% | 84 | $6K |
| American National Bank & Trust | 0.00% | No change | 82 | $6K |
| First Horizon Corp. | 0.00% | New | 82 | $6K |
| Daytona Street Capital LLC | 0.00% | No change | 72 | $5K |
| SouthState Bank Corp | 0.00% | No change | 77 | $5K |
| WealthCollab, LLC | 0.00% | No change | 76 | $5K |
| Webster Bank, N. A. | 0.00% | Add +20.6% | 76 | $5K |
| Activest Wealth Management | 0.00% | Reduce -84.0% | 74 | $5K |
| North Star Investment Management Corp. | 0.00% | Reduce -9.9% | 73 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 71 | $5K |
| Rossby Financial, LCC | 0.00% | Reduce -1.4% | 70 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -50.0% | 56 | $4K |
| Signature Equity Partners, LLC | 0.00% | Add +40.0% | 63 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +11.1% | 60 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 59 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 58 | $4K |
| IMA Advisory Services, Inc. | 0.00% | Add +56.8% | 58 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 55 | $4K |
| Manning & Napier Advisors LLC | 0.00% | New | 54 | $4K |
| Private Trust Co. NA | 0.00% | No change | 45 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 48 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 41 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +14.7% | 39 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 37 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -5.3% | 36 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +54.5% | 34 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 34 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 32 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 31 | $2K |
| Sachetta, LLC | 0.00% | No change | 30 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +114.3% | 30 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -16.7% | 30 | $2K |
| TD Capital Management LLC | 0.00% | No change | 29 | $2K |
| Avion Wealth | 0.00% | Add +7.4% | 29 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +64.7% | 28 | $2K |
| SHP Wealth Management | 0.00% | Reduce -40.4% | 28 | $2K |
| Albion Financial Group | 0.00% | No change | 27 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +92.3% | 25 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 24 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -4.5% | 21 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 19 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -67.3% | 18 | $1K |
| Kilter Group LLC | 0.00% | No change | 15 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +50.0% | 15 | $1K |
| CX Institutional | 0.00% | No change | 14 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -12.5% | 14 | $977 |
| International Assets Investment Management, LLC | 0.00% | No change | 12 | $862 |
| Bare Financial Services, Inc | 0.00% | No change | 12 | $837 |
| LRI Investments, LLC | 0.00% | New | 11 | $767 |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $698 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 10 | $698 |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $628 |
| Bokf, NA | 0.00% | New | 9 | $628 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -89.5% | 9 | $627 |
| Bogart Wealth, LLC | 0.00% | New | 8 | $558 |
| DecisionPoint Financial, LLC | 0.00% | New | 6 | $432 |
| Trust Co | 0.00% | No change | 6 | $419 |
| American Capital Advisory, LLC | 0.00% | Add +66.7% | 5 | $349 |
| CoreCap Advisors, LLC | 0.00% | Reduce -55.6% | 4 | $279 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $215 |
| Motco | 0.00% | New | 3 | $209 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -50.0% | 2 | $140 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $140 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -75.0% | 1 | $70 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $70 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $70 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $70 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.