S&P GlobalSPGI

13F holders, Q3 2025 (September 30)
2,058holders −10
129new positions
128sold out
15famous investors
$481.98avg. 13F price*

At the end of Q3 2025, 2,058 institutions reported holding S&P Global Inc. (SPGI) in their 13F filings, down 10 from Q2 2025. 129 opened new positions and 128 sold out. The largest holders were Vanguard Group Inc. ($14.7B), BlackRock, Inc. ($12.3B) and State Street Corp. ($6.9B). 15 famous investors held it, including Dev Kantesaria (20.5% of Valley Forge Capital Management's portfolio), Chris Hohn (10.3% of TCI Fund Management's portfolio) and Tom Gayner (0.6% of Markel Group's portfolio).

Company
S&P Global Inc.
Sector
Finance
CUSIP
78409V104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,834Q1 2024Q2 2024: 1,840Q2 2024Q3 2024: 1,934Q3 2024Q4 2024: 2,044Q4 2024Q1 2025: 2,080Q1 2025Q2 2025: 2,068Q2 2025Q3 2025: 2,058Q3 2025Q4 2025: 2,205Q4 2025Q1 2026: 2,127Q1 2026Q2 2026: 2,025Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions129$564.4M
Exits128$612.5M

All 13F filers, Q2 2025 → Q3 2025: 13,500,927 shares bought and 15,154,993 shares sold, net −1,654,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,058 holders

Vanguard Group Inc. 0.22% Add +0.5% 30,256,638 $14.7B
BlackRock, Inc. 0.22% Reduce -4.5% 25,297,306 $12.3B
State Street Corp. 0.24% Add +0.0% 14,102,389 $6.9B
TCI Fund Management 10.33% Add +0.9% 11,189,870 $5.4B
Morgan Stanley 0.24% Add +0.9% 8,070,048 $3.9B
Geode Capital Management, LLC 0.21% Add +1.0% 6,864,149 $3.3B
Wellington Management Group LLP 0.53% Add +4.6% 6,231,644 $3.0B
Bank of America Corp. 0.19% Reduce -4.1% 5,296,334 $2.6B
FMR LLC 0.10% Reduce -28.6% 4,130,693 $2.0B
Northern Trust Corp. 0.20% Add +0.0% 3,174,348 $1.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.29% Reduce -19.4% 2,772,837 $1.3B
Wells Fargo & Company 0.28% Reduce -0.5% 2,770,535 $1.3B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.14% Add +66.4% 2,586,525 $1.3B
Invesco Ltd. 0.18% Reduce -2.8% 2,387,080 $1.2B
Goldman Sachs Group Inc. 0.17% Reduce -8.4% 2,363,675 $1.2B
Edgewood Management LLC 3.94% Reduce -8.5% 2,284,948 $1.1B
Legal & General Group Plc 0.24% Add +3.2% 2,202,872 $1.1B
Charles Schwab Investment Management Inc. 0.17% Add +3.7% 2,185,988 $1.1B
T. Rowe Price Associates Inc. 0.11% Reduce -29.8% 2,170,773 $1.1B
Capital International Investors 0.17% Reduce -18.9% 2,115,479 $1.0B
Parnassus Investments, LLC 2.29% Reduce -0.2% 2,032,254 $989.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.69% Add +7.1% 1,965,082 $956.4M
Nuveen, LLC 0.25% Reduce -2.6% 1,949,120 $948.7M
JPMorgan Chase & Co. 0.06% Add +19.1% 1,946,515 $947.4M
Bank of New York Mellon Corp 0.16% Reduce -1.4% 1,864,186 $907.3M
Unisphere Establishment 6.87% No change 1,800,000 $876.1M
Valley Forge Capital Management 20.55% No change 1,755,098 $854.2M
Cantillon Capital Management LLC 4.67% Reduce -1.1% 1,742,415 $848.1M
Neuberger Berman Group LLC 0.61% Add +1.5% 1,720,364 $837.4M
UBS Group AG 0.16% Add +16.5% 1,643,856 $800.1M
Amundi 0.24% Reduce -27.0% 1,559,037 $745.8M
Fayez Sarofim & Co 1.71% Add +0.5% 1,501,485 $735.3M
Ameriprise Financial Inc. 0.16% Reduce -9.3% 1,448,542 $697.6M
Royal Bank of Canada 0.12% Reduce -15.2% 1,340,623 $652.5M
Sustainable Growth Advisers, LP 3.69% Reduce -14.3% 1,293,570 $629.6M
Deutsche Bank AG 0.19% Reduce -2.6% 1,157,238 $563.2M
Franklin Resources Inc. 0.14% Reduce -1.0% 1,136,923 $553.4M
Mackenzie Financial Corp. 0.67% Reduce -2.9% 1,136,606 $553.2M
Alliancebernstein L.P. 0.17% Add +1.5% 1,097,037 $533.9M
Clearbridge Investments, LLC 0.40% Reduce -1.2% 1,085,798 $528.5M
Newport Trust Company, LLC 1.20% Reduce -0.3% 1,080,992 $526.1M
Rothschild & Co Wealth Management UK Ltd 8.23% Add +1.5% 1,051,068 $511.6M
HSBC Holdings PLC 0.30% Add +5.1% 1,033,488 $502.3M
Raymond James Financial Inc. 0.16% Reduce -0.9% 1,023,198 $498.0M
Temasek Holdings (Private) Ltd 1.63% Add +14.2% 958,192 $466.4M
Ninety One UK Ltd 0.99% Add +1.3% 940,673 $457.8M
Envestnet Asset Management Inc. 0.13% Add +3.3% 938,251 $456.7M
Swedbank AB 0.45% Reduce -2.2% 921,626 $448.6M
CIBC Private Wealth Group LLC 0.75% Reduce -0.9% 905,469 $440.7M
Longview Partners (Guernsey) LTD 4.39% Reduce -18.6% 862,635 $419.9M
Barclays PLC 0.15% Reduce -19.9% 812,481 $395.4M
Artisan Partners Limited Partnership 0.56% Add +32.1% 800,443 $389.6M
Citadel Advisors 0.32% Add +41.8% 792,833 $385.9M
Dimensional Fund Advisors LP 0.08% Add +3.3% 769,718 $374.7M
Bank Julius Baer & Co. Ltd, Zurich 1.05% Add +0.6% 766,268 $372.9M
Holocene Advisors, LP 0.86% Add +79.8% 766,043 $372.8M
Baillie Gifford & Co. 0.27% Reduce -1.7% 760,240 $370.0M
American Century Companies Inc. 0.19% Add +2.5% 748,725 $364.4M
Sumitomo Mitsui Trust Group, Inc. 0.21% Add +2.0% 746,847 $363.5M
Fiera Capital Corp 1.17% Add +3.3% 745,746 $363.0M
Allen Investment Management, LLC 3.99% Reduce -13.6% 738,262 $359.3M
Flossbach Von Storch SE 1.40% Add +1.5% 731,305 $355.9M
Carmignac Gestion 5.23% Add +54.2% 720,412 $350.7M
Bank of Montreal 0.15% Reduce -3.2% 712,220 $346.6M
Loomis Sayles & Co. L P 0.39% Reduce -1.1% 671,589 $326.9M
PNC Financial Services Group, Inc. 0.20% Add +0.2% 670,802 $326.5M
Millennium Management 0.27% Add +1333.1% 670,295 $326.2M
ABN AMRO Bank N.V. 3.20% Add +14.6% 670,551 $325.5M
Lazard Asset Management LLC 0.42% Add +6.0% 646,289 $314.6M
California Public Employees Retirement System 0.19% Add +1.4% 641,054 $312.0M
BlueSpruce Investments, LP 7.09% Add +12.1% 634,680 $308.9M
Nordea Investment Management AB 0.27% Reduce -14.2% 626,359 $304.2M
Rathbones Group PLC 1.23% Add +1.9% 624,719 $304.1M
First Manhattan Co. Llc. 0.80% Add +6.9% 618,502 $301.0M
National Pension Service 0.23% Add +3.1% 607,355 $295.6M
PineStone Asset Management Inc. 1.83% Reduce -2.5% 602,868 $293.4M
Bessemer Group Inc. 0.45% Reduce -0.3% 598,747 $291.4M
Mizuho Markets Americas LLC 6.11% Add +104031.3% 595,631 $289.9M
CANADA LIFE ASSURANCE Co 0.41% Add +1.5% 580,056 $284.9M
Robeco Institutional Asset Management B.V. 0.41% Add +9.3% 583,485 $284.0M
Rhumbline Advisers 0.23% Reduce -2.1% 580,211 $282.4M
Capital World Investors 0.04% Reduce -30.6% 577,136 $280.9M
Canada Pension Plan Investment Board 0.20% Add +33.8% 575,270 $280.0M
Findlay Park Partners LLP 2.94% Reduce -1.8% 574,120 $279.4M
Allianz Asset Management GmbH 0.34% Reduce -3.7% 561,879 $273.5M
FIL Ltd 0.21% Add +9.8% 560,475 $272.8M
Corient Private Wealth LP 0.42% Reduce -11.9% 552,719 $269.0M
Assenagon Asset Management S.A. 0.39% Add +95.4% 541,754 $263.7M
Stifel Financial Corp. 0.24% Add +0.5% 534,959 $260.4M
Brown Brothers Harriman & Co. 1.57% Reduce -2.1% 530,796 $258.3M
BNP Paribas Financial Markets 0.20% Reduce -43.6% 514,769 $250.5M
Alecta Tjanstepension Omsesidigt 1.10% Reduce -11.7% 508,000 $247.1M
Point72 Asset Management 0.56% Add +19.0% 498,912 $242.8M
Milestone Resources Group Ltd 12.18% Add +13.6% 498,333 $242.5M
California State Teachers Retirement System 0.25% Add +1.3% 497,118 $242.0M
Macquarie Group Ltd. 0.28% Add +22.8% 492,902 $239.9M
USS Investment Management Ltd 1.15% No change 490,939 $238.9M
C WorldWide Group Holding A/S 3.66% Reduce -16.0% 488,002 $237.5M
1832 Asset Management L.P. 0.40% Reduce -3.3% 487,536 $237.3M
Qube Research & Technologies Ltd 0.33% Reduce -22.2% 480,347 $233.8M
Sei Investments Co. 0.25% Add +18.1% 470,182 $228.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.39% Reduce -5.2% 469,749 $228.6M
Comgest Global Investors S.A.S. 3.91% Add +1.4% 453,999 $221.0M
Citigroup Inc. 0.15% Reduce -17.7% 449,558 $218.8M
B. Metzler seel. Sohn & Co. AG 1.84% Add +2.3% 427,735 $208.2M
Manufacturers Life Insurance Company, The 0.17% Reduce -1.4% 426,924 $207.8M
Prudential Financial Inc. 0.24% Reduce -4.2% 416,973 $202.9M
Skye Global Management LP 3.98% Add +51.5% 406,000 $197.6M
Russell Investments Group, Ltd. 0.22% Reduce -20.4% 392,844 $191.4M
New York State Common Retirement Fund 0.25% Reduce -4.8% 390,375 $190.0M
Aberdeen Group plc 0.29% Reduce -5.6% 379,695 $184.8M
ProShare Advisors LLC 0.39% Reduce -7.9% 377,932 $183.9M
Squarepoint Ops LLC 0.39% Add +3523.4% 377,129 $183.6M
Credit Agricole S A 0.60% — 370,863 $180.5M
Aviva PLC 0.33% Add +4.8% 367,832 $179.0M
Jane Street Group, LLC 0.21% Add +1375.5% 364,318 $177.3M
Ensign Peak Advisors, Inc 0.29% Reduce -1.8% 358,107 $174.3M
Victory Capital Management Inc. 0.10% Add +22.6% 346,629 $168.7M
Janus Henderson Group PLC 0.08% Add +11.1% 345,269 $168.0M
Principal Financial Group Inc. 0.08% Reduce -1.5% 339,493 $165.2M
CCLA Investment Management 2.64% Add +2.1% 338,987 $164.9M
OMERS ADMINISTRATION Corp 1.18% No change 338,607 $164.8M
Junto Capital Management LP 3.36% Add +79.2% 330,207 $160.7M
BLS Capital Fondsmaeglerselskab A/S 5.52% Reduce -5.8% 329,675 $160.5M
Railway Pension Investments Ltd 2.16% Add +76.0% 327,200 $159.3M
Stonehage Fleming Financial Services Holdings Ltd 4.44% Add +2.2% 321,868 $156.7M
Lord, Abbett & Co. LLC 0.49% Add +0.1% 320,974 $156.2M
Capital Research Global Investors 0.03% Add +0.4% 317,060 $154.3M
LPL Financial LLC 0.04% Add +5.7% 315,013 $153.3M
Haverford Trust Co 1.38% Reduce -2.1% 314,338 $153.0M
Brown Advisory Inc. 0.20% Add +10.9% 311,895 $151.8M
Atalan Capital Partners, LP 10.51% Add +3.1% 309,200 $150.5M
Natixis Advisors, LLC 0.21% Add +2.6% 296,706 $144.4M
Schroder Investment Management Group 0.11% Add +2.5% 292,928 $143.9M
TCW Group Inc. 1.20% Reduce -8.8% 294,951 $143.6M
Baird Financial Group, Inc. 0.23% Add +4.0% 291,059 $141.7M
Gates Capital Management, Inc. 4.33% No change 287,554 $140.0M
Locust Wood Capital Advisers, LLC 3.80% Add +28.6% 286,233 $139.3M
State Board of Administration of Florida Retirement System 0.24% Reduce -7.0% 282,571 $137.5M
Adage Capital Partners Gp, L.L.C. 0.22% Reduce -14.4% 280,720 $136.6M
DF Dent & Co. Inc. 1.75% Reduce -9.3% 277,706 $135.2M
Fred Alger Management, LLC 0.52% Add +11.8% 271,910 $132.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.29% Add +4.0% 260,384 $126.7M
Nomura Asset Management Co. Ltd. 0.33% Reduce -4.8% 258,322 $125.7M
US Bancorp \de 0.15% Reduce -0.3% 254,972 $124.1M
Allspring Global Investments Holdings, LLC 0.20% Reduce -2.5% 253,790 $122.2M
DNB Asset Management AS 0.46% Add +0.3% 250,576 $122.0M
Bank of Nova Scotia 0.21% Add +49.1% 246,676 $120.1M
CI Investments Inc. 0.44% Add +1.4% 246,271 $119.9M
Douglass Winthrop Advisors, LLC 2.08% Reduce -0.6% 245,460 $119.5M
New York State Teachers Retirement System 0.23% Reduce -1.3% 243,041 $118.3M
Renaissance Technologies 0.15% Add +71.0% 237,522 $115.6M
James Hambro & Partners LLP 4.02% Add +0.6% 232,712 $113.2M
Handelsbanken Fonder AB 0.36% Reduce -1.8% 230,850 $112.4M
Bowie Capital Management, LLC 5.00% Add +45.2% 227,937 $110.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% Add +1.6% 227,455 $110.2M
DekaBank Deutsche Girozentrale 0.18% No change 221,303 $109.4M
Menora Mivtachim Holdings LTD. 0.55% No change 224,011 $109.0M
LGT Group Foundation 1.23% Add +25.9% 223,776 $107.8M
Blair William & Co. 0.28% Add +4.1% 214,509 $104.4M
KBC Group NV 0.25% Reduce -32.7% 212,563 $103.5M
Storebrand Asset Management As 0.27% Add +0.8% 209,909 $102.2M
Danske Bank A/S 0.25% Reduce -28.9% 207,313 $100.9M
Mitsubishi UFJ Trust & Banking Corp 0.22% Reduce -6.7% 207,079 $100.8M
Caisse de depot et placement du Quebec 0.18% Reduce -24.0% 205,402 $100.0M
Federated Hermes, Inc. 0.17% Reduce -1.2% 199,220 $97.0M
Bridges Investment Management Inc. 1.24% Reduce -1.1% 199,084 $96.9M
Skandinaviska Enskilda Banken AB (publ) 0.39% Add +27.7% 198,295 $96.5M
Korea Investment CORP 0.20% Add +6.7% 194,914 $94.9M
Cerity Partners LLC 0.15% Reduce -0.1% 194,144 $94.5M
Pictet Asset Management Holding SA 0.09% Reduce -2.0% 193,799 $94.3M
Alkeon Capital Management LLC 0.42% No change 190,416 $92.7M
AXA Investment Managers S.A. 0.25% — 187,776 $91.4M
Manning & Napier Advisors LLC 1.16% Reduce -4.6% 185,233 $91.0M
State of Wisconsin Investment Board 0.21% Add +1.3% 185,712 $90.4M
APG Asset Management N.V. 0.25% Reduce -15.6% 216,513 $89.7M
Cardano Risk Management B.V. 0.95% New 183,686 $89.4M
Nisa Investment Advisors, LLC 0.34% Reduce -2.9% 183,472 $89.3M
Bristol John W & Co. Inc. 1.39% Add +19.7% 180,790 $88.0M
Focus Partners Wealth 0.14% Reduce -1.3% 179,936 $87.6M
Royal London Asset Management Ltd. 0.19% Reduce -1.1% 178,292 $86.8M
D.A. Davidson & Co. 0.54% Add +4.3% 174,517 $84.9M
State of Tennessee, Department of Treasury 0.28% No change 173,123 $84.3M
Lazard Freres Gestion S.A.S. 1.60% Add +124.6% 172,309 $83.9M
Man Group plc 0.16% Reduce -38.0% 172,183 $83.8M
Asset Management One Co., Ltd. 0.24% Add +4.4% 171,580 $83.5M
Mawer Investment Management Ltd. 0.43% Add +27.3% 168,229 $81.9M
Vontobel Holding Ltd. 0.26% Reduce -8.4% 167,475 $81.5M
Crawford Investment Counsel Inc. 1.34% Reduce -0.1% 165,848 $80.7M
Nicholas Company, Inc. 1.37% Add +0.0% 165,540 $80.6M
Massachusetts Financial Services Co. 0.02% Reduce -6.6% 163,918 $79.8M
Schwartz Investment Counsel Inc. 2.65% No change 162,550 $79.1M
Erste Asset Management GmbH 0.76% Add +39.2% 161,316 $79.1M
HighTower Advisors, LLC 0.09% Reduce -3.2% 161,470 $78.6M
Riverbridge Partners LLC 1.33% Reduce -3.5% 161,470 $78.6M
Chevy Chase Trust Holdings, LLC 0.21% Reduce -3.8% 160,290 $78.0M
King Luther Capital Management Corp. 0.32% Add +5.3% 156,173 $76.0M
Quilter Plc 1.30% Add +6.8% 156,028 $75.9M
Keybank National Association 0.27% Reduce -1.6% 155,890 $75.9M
Bowen Hanes & Co. Inc. 1.88% Reduce -1.6% 154,032 $75.0M
TD Asset Management Inc 0.06% Reduce -1.0% 151,828 $73.9M
Raiffeisen Bank International AG 0.98% Reduce -0.5% 149,620 $73.5M
Markel Group 0.60% No change 150,690 $73.3M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Reduce -29.7% 149,372 $72.7M
Toronto Dominion Bank 0.14% Reduce -9.7% 149,263 $72.7M
Union Bancaire Privee, UBP SA 1.03% Reduce -39.3% 144,186 $72.0M
Compagnie Lombard Odier SCmA 0.79% Reduce -7.2% 147,779 $71.9M
Balyasny Asset Management L.P. 0.15% Reduce -47.0% 146,157 $71.1M
Confluence Investment Management LLC 1.01% Reduce -2.2% 144,877 $70.5M
Abn Amro Investment Solutions 1.42% Reduce -0.7% 142,287 $69.3M
Mariner, LLC 0.09% Reduce -2.8% 141,827 $69.0M
Tidal Investments LLC 0.29% Add +77.2% 138,277 $67.3M
Treasurer of the State of North Carolina 0.21% Reduce -3.8% 138,062 $67.2M
Formuepleje A/S 3.79% Add +106.6% 137,767 $67.1M
Two Sigma Investments, LP 0.11% Add +245.1% 135,515 $66.0M
AQR Capital Management 0.04% Reduce -15.7% 133,487 $65.0M
KLP Kapitalforvaltning As 0.25% Reduce -0.4% 129,138 $62.9M
Delta Asset Management LLC 5.18% Reduce -0.4% 125,379 $61.0M
Hudson Way Capital Management LLC 5.17% Add +20.2% 125,200 $60.9M
Candriam S.C.A. 0.32% Add +13.4% 124,659 $60.7M
HM Payson & Co. 0.87% Reduce -1.3% 123,708 $60.2M
Public Employees Retirement System of Ohio 0.19% Reduce -2.2% 123,532 $60.1M
Tudor Investment Corporation 0.40% New 123,173 $59.9M
Susquehanna International Group, LLP 0.09% Add +103.5% 122,096 $59.4M
Federation des caisses Desjardins du Quebec 0.23% Add +13.7% 121,993 $59.4M
Fullerton Fund Management Co Ltd. 2.29% Add +5.2% 121,769 $59.3M
Resona Asset Management Co.,Ltd. 0.28% Add +8.6% 120,899 $59.0M
ASR Vermogensbeheer N.V. 0.71% Add +3.1% 120,502 $58.6M
Mn Services Vermogensbeheer B.V. 0.38% Add +1.7% 119,265 $58.0M
Cullinan Associates Inc. 3.75% Reduce -4.2% 118,240 $57.5M
Bartlett & Co. Wealth Management LLC 0.76% Reduce -0.8% 117,970 $57.4M
Nissay Asset Management Corp. /Japan 0.31% Reduce -20.9% 115,026 $56.0M
Vaughan David Investments LLC 1.20% Reduce -2.1% 114,747 $55.8M
Gabelli Funds LLC 0.38% Reduce -3.1% 114,245 $55.6M
STRS Ohio 0.20% Reduce -9.5% 113,274 $55.1M
Norinchukin Bank, The 0.73% Reduce -1.5% 111,420 $54.2M
State of New Jersey Common Pension Fund D 0.20% Add +3.8% 110,591 $53.8M
Fifth Third Bancorp 0.17% Reduce -0.2% 109,077 $53.1M
Vest Financial, LLC 0.69% Reduce -7.8% 108,727 $52.9M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -18.9% 107,582 $52.4M
Teacher Retirement System of Texas 0.21% Reduce -13.6% 107,315 $52.2M
Calamos Advisors LLC 0.30% Reduce -11.9% 105,940 $51.6M
Cypress Funds LLC 6.74% No change 105,613 $51.4M
Birch Hill Investment Advisors LLC 2.17% Add +0.4% 105,545 $51.4M
Rafferty Asset Management, LLC 0.16% Reduce -0.3% 103,998 $50.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.29% Reduce -27.4% 103,866 $50.6M
Johnson Investment Counsel Inc. 0.41% Reduce -2.3% 101,587 $49.4M
Howland Capital Management LLC 1.88% Reduce -1.3% 101,117 $49.2M
Marshall Wace, LLP 0.05% Reduce -36.9% 101,093 $49.2M
Marex Group Ltd 0.60% Add +0.2% 100,235 $48.8M
Regions Financial Corp. 0.31% Add +1.5% 99,267 $48.3M
Benjamin Edwards Inc. 0.54% Add +1.8% 98,481 $47.9M
Lansforsakringar Fondforvaltning AB (publ) 0.25% Add +1.2% 98,277 $47.8M
Cumberland Partners Ltd 3.06% Reduce -1.9% 96,246 $46.8M
Ironvine Capital Partners, LLC 4.65% Reduce -0.2% 96,012 $46.7M
Wealth Enhancement Advisory Services, LLC 0.07% Add +4.9% 95,184 $45.8M
National Bank of Canada 0.05% Reduce -63.8% 94,111 $45.8M
Arizona State Retirement System 0.24% Reduce -0.1% 91,693 $44.6M
Janney Montgomery Scott LLC 0.11% Add +7.0% 91,265 $44.4M
United Capital Financial Advisors, LLC 0.32% Reduce -2.4% 90,875 $44.2M
Creative Planning 0.03% Add +3.8% 90,693 $44.1M
Cetera Investment Advisers 0.05% Reduce -2.6% 89,476 $43.5M
Clark Capital Management Group, Inc. 0.27% Add +1.3% 89,088 $43.4M
Great Lakes Advisors, LLC 0.36% Reduce -1.5% 88,487 $43.1M
Segment Wealth Management, LLC 2.58% Reduce -0.3% 88,280 $43.0M
Truist Financial Corp. 0.06% Add +5.1% 88,132 $42.9M
Voloridge Investment Management, LLC 0.14% New 87,170 $42.4M
Ycg, LLC 3.11% Add +4.3% 85,103 $41.4M
State of Michigan Retirement System 0.20% Reduce -0.9% 84,553 $41.2M
Lombard Odier Asset Management (Europe) Ltd 3.03% Add +6799.0% 2,485,785 $41.0M
Forsta Ap-Fonden 0.24% Reduce -14.7% 84,285 $41.0M
Lionstone Capital Management LLC 9.55% No change 84,000 $40.9M
Alta Capital Management LLC/ 2.25% Reduce -4.6% 83,144 $40.5M
Aristotle Atlantic Partners, LLC 1.17% Reduce -0.9% 82,878 $40.3M
Sandhill Capital Partners LLC 2.78% Reduce -0.7% 81,939 $39.9M
iA Global Asset Management Inc. 0.54% Add +2.4% 81,194 $39.5M
WestEnd Advisors, LLC 0.91% Add +1139914.3% 79,801 $38.8M
NS Partners Ltd 1.50% Reduce -2.1% 79,790 $38.8M
OAKMONT Corp 6.92% Reduce -1.6% 79,493 $38.7M
Czech National Bank 0.27% Add +3.4% 79,369 $38.6M
Sather Financial Group Inc 2.08% Reduce -23.9% 78,719 $38.3M
Camrose Capital Investment Partners LLP 8.89% Add +11.0% 78,697 $38.3M
Crestwood Advisors Group, LLC 0.65% Reduce -1.8% 78,559 $38.2M
Kayne Anderson Rudnick Investment Management LLC 0.09% Reduce -1.4% 78,168 $38.0M
Quantinno Capital Management LP 0.10% Add +41.3% 78,160 $38.0M
Evelyn Partners Investment Management LLP 1.08% Add +4.9% 78,068 $38.0M
MetLife Investment Management, LLC 0.18% Reduce -3.0% 77,447 $37.7M
Aviso Financial Inc. 1.52% Add +0.1% 76,839 $37.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -2.5% 75,043 $36.5M
Cubist Systematic Strategies, LLC 0.51% New 74,877 $36.4M
Vancity Investment Management Ltd 4.84% Add +5.3% 74,793 $36.4M
Greenleaf Trust 0.33% Add +0.9% 74,589 $36.3M
Bank Pictet & Cie (Europe) AG 0.72% No change 74,479 $36.2M
Canoe Financial LP 0.52% Reduce -6.1% 74,384 $36.2M
O'shaughnessy Asset Management, LLC 0.21% Add +8.8% 72,218 $35.1M
AE Wealth Management LLC 0.22% Add +1.9% 70,836 $34.5M
Y-Intercept (Hong Kong) Ltd 0.82% Add +4128.1% 69,932 $34.0M
BI Asset Management Fondsmaeglerselskab A/S 0.31% Add +3.7% 74,797 $33.9M
Comerica Bank 0.13% Reduce -3.3% 69,627 $33.9M
Thrivent Financial for Lutherans 0.07% Add +7.9% 69,201 $33.7M
LBP Am SA 0.41% Add +32.8% 68,858 $33.5M
Whittier Trust Co. 0.38% Add +2.9% 69,625 $33.4M
Ninety One North America, Inc. 1.51% Reduce -0.2% 68,360 $33.3M
Aureus Asset Management, LLC 2.16% Reduce -1.3% 68,222 $33.2M
EULAV Asset Management 0.77% No change 68,192 $33.2M
Public Sector Pension Investment Board 0.12% Reduce -20.4% 67,382 $32.8M
Jones Financial Companies LLLP 0.02% Add +17.7% 66,809 $32.5M
Retirement Systems of Alabama 0.11% Reduce -1.0% 66,662 $32.4M
Oddo BHF Asset Management Sas 1.23% Reduce -5.6% 66,357 $32.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.25% Add +12.4% 64,187 $31.2M
Rockefeller Capital Management L.P. 0.06% Add +1.8% 63,928 $31.1M
Tredje AP-fonden 0.25% No change 63,450 $30.9M
Varma Mutual Pension Insurance Co 0.20% Add +21.9% 63,407 $30.9M
Capital International, Inc. 0.25% Reduce -1.9% 63,373 $30.8M
C Partners Holding GmbH 8.07% Add +204.2% 63,186 $30.8M
Sone Capital Management, LLC 2.53% New 62,185 $30.3M
Cambridge Investment Research Advisors, Inc. 0.08% Add +1.7% 62,112 $30.2M
CIBC Asset Management Inc 0.09% Add +0.7% 61,396 $29.9M
T. Rowe Price Investment Management, Inc. 0.02% Add +49.8% 61,384 $29.9M
Amalgamated Bank 0.21% Reduce -2.0% 61,266 $29.8M
Curi Capital, LLC 0.54% Reduce -15.4% 60,917 $29.6M
Jia Investment Alliance Pte. LTD. 2.95% No change 60,900 $29.6M
Dearborn Partners LLC 1.38% Reduce -0.9% 60,627 $29.5M
Weiss Asset Management LP 0.52% New 60,589 $29.5M
IFM Investors Pty Ltd 0.26% Reduce -0.4% 60,197 $29.3M
Oppenheimer Asset Management Inc. 0.32% Reduce -3.1% 59,845 $29.1M
J. Safra Sarasin Holding AG 0.47% Reduce -9.6% 59,563 $29.0M
D. E. Shaw & Co. 0.03% Reduce -50.5% 59,459 $28.9M
Twinbeech Capital LP 1.14% New 59,422 $28.9M
Voya Investment Management LLC 0.03% Reduce -17.3% 59,330 $28.9M
&partners 0.18% Add +9.3% 59,081 $28.8M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -1.6% 58,265 $28.4M
Titan Global Capital Management USA LLC 4.15% Reduce -4.3% 57,905 $28.2M
Coalescence Partners Investment Management, LP 7.24% Add +18.6% 56,409 $27.5M
Osaic Holdings, Inc. 0.04% Add +2.9% 53,554 $27.2M
Sora Investors LLC 2.51% Add +41.8% 55,715 $27.1M
Onex Canada Asset Management Inc. 3.41% Add +3.2% 55,478 $27.0M
Boston Family Office LLC 1.70% Add +3.4% 54,967 $26.8M
Park National Corp. 0.83% Reduce -3.3% 54,486 $26.5M
Nomura Holdings Inc. 0.14% Add +97.7% 54,475 $26.5M
Engineers Gate Manager LP 0.30% New 54,014 $26.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Add +2.9% 53,800 $26.2M
Pathstone Holdings, LLC 0.10% Add +2.6% 53,291 $25.9M
Spear Holdings RSC Ltd 1.46% Reduce -61.5% 53,199 $25.9M
National Mutual Insurance Federation of Agricultural Cooperatives 0.19% No change 52,800 $25.7M
Yousif Capital Management, LLC 0.27% Reduce -5.2% 52,713 $25.7M
Daiwa Securities Group Inc. 0.09% Add +3.9% 52,482 $25.5M
BLI - Banque de Luxembourg Investments 0.74% Add +131.3% 51,820 $25.5M
Makena Capital Management LLC 2.62% Add +29.0% 52,155 $25.4M
Cercano Management LLC 0.97% Reduce -45.4% 52,035 $25.3M
BNP Paribas 0.76% Reduce -9.1% 51,686 $25.3M
Eastern Bank 0.45% Add +0.6% 52,007 $25.3M
Pittenger & Anderson Inc. 0.92% Add +0.1% 51,780 $25.2M
Pinebridge Investments, L.P. 0.19% Reduce -15.0% 51,594 $25.1M
Swiss Life Asset Management Ltd 0.13% Add +14.2% 51,181 $24.9M
Xponance LLC 0.20% Reduce -2.2% 51,117 $24.9M
Ethic Inc. 0.41% Reduce -1.6% 50,684 $24.7M
Utah Retirement Systems 0.24% Reduce -1.2% 50,675 $24.7M
Cibc World Market Inc. 0.05% Reduce -37.8% 50,407 $24.5M
First Trust Advisors LP 0.02% Reduce -0.3% 50,061 $24.4M
RBF Capital, LLC 1.12% No change 50,000 $24.3M
MML Investors Services, LLC 0.06% Add +17.2% 49,954 $24.3M
Select Equity Group, L.P. 0.10% Reduce -3.1% 49,873 $24.3M
Police & Firemen's Retirement System of New Jersey 0.19% Add +6.0% 49,478 $24.1M
Marathon Asset Management Ltd 0.88% Reduce -13.8% 49,179 $23.9M
Commonwealth Equity Services, LLC 0.03% Reduce -5.0% 48,457 $23.6M
Port Capital LLC 0.97% New 47,910 $23.3M
Tiaa Trust, National Association 0.05% Add +82.1% 46,471 $22.6M
New York Life Investment Management LLC 0.19% Reduce -3.1% 45,501 $22.1M
Vanguard Personalized Indexing Management, LLC 0.23% Reduce -1.8% 45,100 $22.0M
Granite Investment Partners, LLC 1.25% Reduce -2.4% 45,149 $22.0M
Baron Capital (BAMCO) 0.06% Add +0.0% 45,126 $22.0M
CIBC Bancorp USA Inc. 0.13% — 44,985 $21.9M
Teachers Retirement System of the State of Kentucky 0.17% Reduce -7.7% 44,953 $21.9M
Factory Mutual Insurance Co. 0.21% No change 44,100 $21.5M
Pinnacle Financial Partners Inc 0.51% Reduce -12.3% 43,503 $21.2M
Maple Capital Management, Inc. 1.38% Add +0.8% 43,105 $21.0M
Crossmark Global Holdings, Inc. 0.31% Add +1.0% 42,256 $20.6M
NEOS Investment Management LLC 0.15% Add +46.4% 42,136 $20.5M
WASHINGTON TRUST Co 0.67% Reduce -4.9% 41,978 $20.4M
OP Asset Management Ltd 0.27% Add +2.3% 41,857 $20.4M
Steward Partners Investment Advisory, LLC 0.12% Add +4.1% 41,460 $20.2M
Prudential PLC 0.15% Reduce -9.3% 41,450 $20.2M
Woodline Partners LP 0.09% Add +21.6% 41,301 $20.1M
Public Employees Retirement Association of Colorado 0.07% Reduce -1.9% 40,464 $19.7M
Capital International Sarl 0.34% Add +0.5% 40,271 $19.6M
Wealthfront Advisers LLC 0.05% Reduce -1.6% 40,068 $19.5M
ExodusPoint Capital Management, LP 0.27% New 40,007 $19.5M
Smith Salley Wealth Management 0.97% Add +1.4% 38,886 $18.9M
AMF Tjanstepension AB 0.12% No change 38,698 $18.8M
LGT Fund Management Co Ltd. 1.52% Add +3.7% 38,942 $18.8M
Peak Asset Management, LLC 3.21% Add +1.0% 37,818 $18.4M
Generali Asset Management SPA SGR 0.39% Add +20.8% 37,494 $18.2M
Danica Pension, Livsforsikringsaktieselskab 0.28% Add +13.4% 36,741 $17.9M
Orion Porfolio Solutions, LLC 0.14% Reduce -8.0% 36,610 $17.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -9.3% 36,470 $17.8M
M&T Bank Corp 0.06% Reduce -14.6% 36,442 $17.7M
Bogart Wealth, LLC 0.72% Add +38.6% 36,277 $17.7M
TD Waterhouse Canada Inc. 0.11% Reduce -0.3% 36,583 $17.6M
Point72 (DIFC) Ltd 1.23% New 36,192 $17.6M
Snowden Capital Advisors LLC 0.48% Reduce -2.3% 36,191 $17.6M
Sterling Capital Management LLC 0.26% Add +1.1% 35,790 $17.4M
Trexquant Investment LP 0.18% Add +128.1% 35,756 $17.4M
Elo Mutual Pension Insurance Co 0.29% Add +1.5% 35,705 $17.4M
Oregon Public Employees Retirement Fund 0.23% Add +31.5% 35,685 $17.4M
Segall Bryant & Hamill, LLC 0.23% Reduce -3.1% 35,680 $17.4M
Rwa Wealth Partners, LLC 0.20% Add +1.4% 35,611 $17.3M
UNIVEST FINANCIAL Corp 0.97% Reduce -5.3% 35,578 $17.3M
Banco Santander, S.A. 0.15% Add +31.2% 35,068 $17.1M
Foster Victor Wealth Advisors, LLC 1.05% Add +12.5% 35,246 $16.9M
Wedgewood Partners Inc. 3.08% Add +3.7% 34,724 $16.9M
Calamos Wealth Management LLC 0.61% Add +32.2% 34,566 $16.8M
Mutual of America Capital Management LLC 0.17% Reduce -5.9% 33,874 $16.5M
State of Alaska, Department of Revenue 0.17% Reduce -4.3% 33,724 $16.4M
Callan Family Office, LLC 0.52% Reduce -2.3% 33,567 $16.3M
GDS Wealth Management 1.07% Add +4.0% 33,315 $16.2M
Fiduciary Trust Co 0.18% Add +4.0% 33,055 $16.1M
Troy Asset Management Ltd 0.41% Add +0.2% 33,054 $16.1M
MUFG Securities EMEA plc 0.40% Add +18.1% 32,981 $16.1M
Jackson Hill Advisors, LLC 7.54% Reduce -5.1% 32,750 $15.9M
Bellecapital International Ltd. 2.57% Add +3.7% 32,518 $15.8M
Verition Fund Management LLC 0.09% Reduce -35.2% 32,380 $15.8M
Covington Investment Advisors Inc. 2.06% Add +0.2% 32,267 $15.7M
Agf Management Ltd. 0.07% Add +0.7% 31,829 $15.5M
Sanctuary Advisors, LLC 0.09% Add +26.7% 31,793 $15.5M
Bailard, Inc. 0.33% Add +2.3% 31,372 $15.3M
Captrust Financial Advisors 0.03% Add +1.6% 31,032 $15.1M
Capital Analysts, LLC 0.44% Add +5.6% 30,647 $14.9M
Apollon Wealth Management, LLC 0.27% Add +1.3% 30,599 $14.9M
First Financial Bankshares Inc 0.30% Add +1.4% 30,272 $14.7M
Northwest & Ethical Investments L.P. 0.35% Add +12.4% 30,182 $14.7M
Huntington National Bank 0.12% Reduce -2.3% 30,011 $14.6M
Exencial Wealth Advisors, LLC 0.47% Reduce -1.4% 29,907 $14.6M
Sumitomo Life Insurance Co. 0.44% Add +2.2% 29,337 $14.3M
Pictet North America Advisors SA 1.33% Add +9.8% 29,277 $14.2M
Community Trust & Investment Co. 0.76% Add +4.6% 28,917 $14.1M
Glenview Trust Co 0.22% Add +3.9% 28,533 $13.9M
Lido Advisors, LLC 0.06% Add +45.2% 28,484 $13.9M
Prime Capital Investment Advisors, LLC 0.17% Add +324.8% 28,094 $13.7M
Bridgewater Associates 0.05% Reduce -56.4% 27,956 $13.6M
Synergy Asset Management, LLC 0.49% Add +103.5% 25,693 $13.5M
Transcend Capital Advisors, LLC 0.95% Add +0.2% 27,699 $13.5M
Glenmede Investment Management, LP 0.07% Reduce -11.2% 27,671 $13.5M
Progressive Investment Management Corp 3.24% Reduce -0.9% 27,368 $13.3M
Merit Financial Group, LLC 0.12% Add +7.8% 27,168 $13.2M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 27,064 $13.2M
Whittier Trust Co. of Nevada Inc. 0.28% Add +3.1% 27,183 $13.0M
Vinva Investment Management Ltd 0.25% Add +21.4% 26,382 $13.0M
Peapack Gladstone Financial Corp. 0.17% Reduce -1.3% 26,408 $12.9M
Gotham Asset Management 0.06% Add +15.4% 26,234 $12.8M
Laurus Global Equity Management Inc. 8.73% No change 26,215 $12.8M
Moran Wealth Management, LLC 0.38% Reduce -2.8% 26,094 $12.7M
Addenda Capital Inc. 0.38% Add +39.9% 26,066 $12.7M
Professional Advisory Services Inc. 1.50% Reduce -4.7% 26,041 $12.7M
Citizens Financial Group Inc. 0.17% Add +629.2% 25,878 $12.6M
Ieq Capital, LLC 0.04% Reduce -13.6% 25,819 $12.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.65% No change 30,250 $12.5M
Pacer Advisors, Inc. 0.03% Reduce -9.8% 25,650 $12.5M
Mizuho Securities USA LLC 0.25% Add +4.9% 22,760 $12.5M
Commerce Bank 0.07% Add +0.0% 25,620 $12.5M
Cornerstone Advisors, LLC 0.41% No change 25,600 $12.5M
Empowered Funds, LLC 0.13% Add +28.0% 25,464 $12.4M
Choreo, LLC 0.16% Add +2.5% 25,255 $12.3M
Round Hill Asset Management 8.09% Reduce -6.8% 25,236 $12.3M
Highland Capital Management, LLC 0.61% Add +0.8% 25,046 $12.2M
Mercer Global Advisors Inc. 0.02% Add +3.4% 24,958 $12.1M
Advocacy Wealth Management, LLC 0.53% New 24,896 $12.1M
Teamwork Financial Advisors, LLC 1.32% Add +254.2% 24,819 $12.1M
Fulton Breakefield Broenniman LLC 0.78% Reduce -0.9% 24,721 $12.0M
Claar Advisors LLC 3.55% Reduce -3.1% 24,648 $12.0M
PYA Waltman Capital, LLC 3.17% Add +3.2% 24,333 $11.8M
LMCG Investments, LLC 0.70% Add +27.7% 24,314 $11.8M
Eventide Asset Management, LLC 0.19% Add +16.1% 24,043 $11.7M
Kestra Private Wealth Services, LLC 0.15% Add +3.8% 24,015 $11.7M
Composition Wealth, LLC 0.17% Reduce -4.0% 23,973 $11.7M
Van Lanschot Kempen Investment Management N.V. 0.10% Reduce -1.1% 23,913 $11.6M
Nan Shan Life Insurance Co., Ltd. 0.25% Reduce -64.0% 23,801 $11.6M
Ofi Invest Asset Management 0.24% Add +0.5% 27,818 $11.5M
Sit Investment Associates Inc. 0.23% Add +4.2% 23,671 $11.5M
Qsemble Capital Management, LP 1.12% Add +37.1% 23,447 $11.4M
UniSuper Management Pty Ltd 0.07% Add +19.3% 23,323 $11.4M
QRG Capital Management, Inc. 0.14% Reduce -15.3% 23,270 $11.3M
Triavera Capital LLC 5.49% Add +13.6% 23,189 $11.3M
Meiji Yasuda Asset Management Co Ltd. 0.54% Add +0.5% 23,178 $11.3M
Phraction Management LLC 3.44% Add +7.0% 23,168 $11.3M
Atlantic Union Bankshares Corp 0.21% Add +7.3% 22,932 $11.2M
Capital Group Private Client Services, Inc. 0.19% Reduce -76.7% 22,857 $11.1M
Lynwood Price Capital Management LP 5.56% Reduce -3.0% 22,800 $11.1M
Campbell Newman Asset Management Inc. 0.81% Add +1.8% 22,642 $11.0M
Stansberry Asset Management, LLC 1.16% Add +3.1% 22,570 $11.0M
Dupont Capital Management Corp. 1.13% Reduce -14.7% 22,509 $11.0M
Jain Global LLC 0.15% Add +65.5% 22,392 $10.9M
Bokf, NA 0.16% Add +1.7% 22,385 $10.9M
Equitable Trust Co. 0.50% Reduce -3.3% 22,213 $10.8M
Avanza Fonder AB 0.28% Add +4.4% 21,866 $10.6M
Chicago Capital, LLC 0.26% Add +1.5% 21,834 $10.6M
Advisors Asset Management, Inc. 0.18% Reduce -2.0% 21,796 $10.6M
Ravenstone Capital Management Inc. 5.16% Add +1.8% 21,664 $10.5M
BLB&B Advisors, LLC 0.45% Reduce -0.4% 21,625 $10.5M
MassMutual Private Wealth & Trust, FSB 0.27% Add +4.7% 21,550 $10.5M
Kornitzer Capital Management Inc. 0.21% Reduce -0.3% 21,494 $10.5M
Capital International Ltd. 0.37% Reduce -1.8% 21,179 $10.3M
Mediolanum International Funds Ltd 0.11% Reduce -64.6% 20,886 $10.3M
Middleton & Co. Inc. 1.11% Reduce -2.6% 21,032 $10.2M
Bluegrass Capital Partners LP 6.69% Add +40.0% 21,000 $10.2M
Explore Capital Management, LLC 6.32% New 21,000 $10.2M
Altrafin AG 3.24% Reduce -0.7% 20,978 $10.2M
Mattern Capital Management, LLC 1.20% Reduce -1.2% 20,917 $10.2M
Motco 0.92% Add +0.1% 20,799 $10.1M
Fulcrum Capital LLC 2.07% Reduce -1.2% 20,727 $10.1M
Atria Investments, Inc 0.11% Reduce -1.1% 20,666 $10.1M
Intech Investment Management LLC 0.09% Add +73.5% 20,419 $9.9M
Quest Investment Management LLC 1.04% Add +3.0% 20,407 $9.9M
Carderock Capital Management Inc. 2.40% Add +1.5% 20,278 $9.9M
Natixis 0.05% New 20,189 $9.8M
Hantz Financial Services, Inc. 0.15% Reduce -3.3% 20,176 $9.8M
Metis Global Partners, LLC 0.23% Reduce -4.8% 20,046 $9.8M
Bleichroeder LP 1.91% No change 20,000 $9.7M
Generate Investment Management Ltd 0.49% Add +138.2% 20,000 $9.7M
Impax Asset Management Group plc 0.06% Reduce -2.1% 19,792 $9.6M
Kepler Cheuvreux (Suisse) SA 0.52% — 19,730 $9.6M
Academy Capital Management 1.36% Reduce -0.7% 19,658 $9.6M
Baldwin Wealth Partners LLC 0.62% Reduce -1.7% 19,598 $9.5M
Horizon Investments, LLC 0.12% Add +9.3% 19,287 $9.4M
World Investment Advisors 0.19% Reduce -2.8% 19,279 $9.4M
Kentucky Retirement Systems 0.26% Reduce -3.9% 19,279 $9.4M
HB Wealth Management, LLC 0.06% Reduce -0.2% 19,081 $9.3M
Gateway Investment Advisers LLC 0.09% Reduce -2.5% 19,022 $9.3M
Morningstar Investment Management LLC 0.34% New 18,792 $9.1M
Kintegral Advisory, LLC 0.77% Reduce -0.5% 18,673 $9.1M
Levin Capital Strategies, L.P. 0.83% Add +2088.8% 18,627 $9.1M
GAMCO Investors 0.09% Reduce -6.6% 18,584 $9.0M
NBT Bank, N.A. 0.58% Reduce -5.1% 18,452 $9.0M
First Horizon Corp. 0.42% — 18,347 $8.9M
Cullen/Frost Bankers, Inc. 0.10% Reduce -40.2% 18,330 $8.9M
Hartford Investment Management Co. 0.27% Reduce -3.3% 18,322 $8.9M
Banque Pictet & Cie SA 0.09% Add +11.6% 18,247 $8.9M
Caprock Group, LLC 0.22% — 16,113 $8.9M
Silvant Capital Management LLC 0.31% Add +4.0% 18,140 $8.8M
Stone Run Capital, LLC 3.46% Reduce -5.5% 18,061 $8.8M
Threadgill Financial, LLC 4.23% Reduce -0.3% 17,927 $8.7M
Hamilton Capital Partners Inc. 0.36% Add +52.3% 17,862 $8.7M
Penobscot Investment Management Company, Inc. 0.66% Reduce -1.6% 17,722 $8.6M
Peninsula Asset Management Inc. 4.42% Reduce -0.8% 17,679 $8.6M
CenterBook Partners LP 0.42% New 17,659 $8.6M
Marks Group Wealth Management, Inc 0.80% Reduce -4.6% 17,657 $8.6M
Achmea Investment Management B.V. 0.11% No change 17,525 $8.5M
Bradley Foster & Sargent Inc. 0.13% Reduce -5.0% 17,470 $8.5M
Janney Capital Management LLC 0.52% Add +11.0% 17,223 $8.4M
Capitolis Liquid Global Markets LLC 0.07% No change 17,100 $8.3M
Signaturefd, LLC 0.13% Add +128.9% 17,065 $8.3M
Court Place Advisors, LLC 2.48% Reduce -0.5% 16,924 $8.2M
DAVENPORT & Co LLC 0.04% Reduce -6.5% 16,867 $8.2M
Brasada Capital Management, LP 1.40% Add +1.1% 17,184 $8.2M
Berkeley, Inc 2.64% Add +11.9% 16,858 $8.2M
Logan Capital Management Inc. 0.35% Reduce -1.0% 16,840 $8.2M
Allianz SE 0.17% No change 16,757 $8.2M
Eagle Global Advisors LLC 0.31% No change 16,492 $8.0M
Louisiana State Employees Retirement System 0.13% Reduce -1.2% 16,400 $8.0M
Securian Asset Management, Inc. 0.21% Reduce -0.8% 16,356 $8.0M
Nippon Life Global Investors Americas, Inc. 0.33% Add +1984.6% 16,260 $7.9M
O'Brien Greene & Co. Inc 2.42% Reduce -2.4% 16,195 $7.9M
Edmond DE Rothschild Holding S.A. 0.12% Reduce -11.4% 16,042 $7.8M
Virtu Financial LLC 0.44% New 16,011 $7.8M
Gulf International Bank (UK) Ltd 0.25% Reduce -1.8% 15,947 $7.8M
Ossiam 0.10% Reduce -73.5% 15,846 $7.7M
Midwest Trust Co 0.10% Add +11.7% 15,811 $7.7M
Payden & Rygel 0.64% Reduce -53.5% 15,700 $7.6M
Ashton Thomas Private Wealth, LLC 0.20% Add +1.4% 15,687 $7.6M
Park Avenue Securities LLC 0.06% Reduce -13.9% 15,682 $7.6M
Central Bank & Trust Co. 1.20% Reduce -6.2% 15,611 $7.6M
New Age Alpha Advisors, LLC 0.32% Add +1.5% 15,596 $7.6M
NorthCoast Asset Management LLC 0.03% Reduce -14.9% 15,510 $7.5M
Thematics Asset Management 0.34% Reduce -4.5% 15,488 $7.5M
Haverford Financial Services, Inc. 2.11% Reduce -0.5% 15,457 $7.5M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -11.4% 15,366 $7.5M
Kanawha Capital Management LLC 0.52% Add +7.0% 15,347 $7.5M
Maryland State Retirement & Pension System 0.16% Add +2.6% 15,307 $7.5M
Schonfeld Strategic Advisors LLC 0.05% Add +8.5% 15,183 $7.4M
Investment Management Corp of Ontario 0.11% Add +25.1% 15,148 $7.4M
Banque de Luxembourg S.A. 3.80% Reduce -1.4% 15,118 $7.4M
MAI Capital Management 0.05% Add +20.8% 15,117 $7.4M
Pine Valley Investments Ltd Liability Co 0.38% Add +8.7% 15,049 $7.3M
Baader Bank Aktiengesellschaft 0.61% Reduce -0.2% 15,076 $7.3M
Mirabaud Asset Management Ltd 3.52% No change 14,764 $7.3M
Hennion & Walsh Asset Management, Inc. 0.26% Add +6.1% 14,890 $7.2M
Hilltop Holdings Inc. 0.38% Add +9.6% 14,830 $7.2M
GHP Investment Advisors, Inc. 0.30% Add +3.8% 14,823 $7.2M
Camden National Bank 1.00% Reduce -0.1% 14,725 $7.2M
Capital Investment Counsel, LLC 1.05% Reduce -4.0% 14,701 $7.2M
Banque Cantonale Vaudoise 0.27% Reduce -6.4% 14,684 $7.1M
ING Groep NV 0.04% Reduce -3.6% 14,635 $7.1M
Financial & Tax Architects, LLC 1.57% Add +3.8% 14,576 $7.1M
Laird Norton Wetherby Wealth Management, LLC 0.29% Reduce -0.0% 14,574 $7.1M
First National Bank of Mount Dora, Trust Investment Services 1.57% Add +79.9% 14,555 $7.1M
Zevin Asset Management LLC 1.03% Reduce -5.4% 14,552 $7.1M
Vident Advisory, LLC 0.07% Add +22.9% 14,486 $7.1M
CX Institutional 0.21% Add +21.5% 14,465 $7.0M
Groupe la Francaise 0.10% Reduce -1.5% 14,456 $7.0M
Birch Capital Management, LLC 3.59% Reduce -0.3% 14,444 $7.0M
Vantage Investment Partners, LLC 0.48% No change 14,426 $7.0M
Group One Trading LLC 0.21% Reduce -0.0% 14,421 $7.0M
NewEdge Advisors, LLC 0.03% Reduce -21.7% 14,306 $7.0M
Turtle Creek Wealth Advisors, LLC 0.62% Add +388.7% 14,303 $7.0M
New Mexico Educational Retirement Board 0.21% Reduce -4.7% 14,186 $6.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +35.6% 14,072 $6.8M
Interval Partners, LP 0.15% Reduce -34.6% 14,035 $6.8M
Cresset Asset Management, LLC 0.03% Add +3.0% 14,014 $6.8M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -0.1% 13,938 $6.8M
Mountain Pacific Investment Advisers LLC 1.06% Reduce -2.7% 13,926 $6.8M
First Merchants Corp. 0.25% Add +0.6% 13,881 $6.8M
Groupama Asset Managment 0.10% Reduce -21.5% 13,834 $6.7M
Palisade Capital Management, LP 0.21% Reduce -0.2% 13,825 $6.7M
Linden Thomas Advisory Services, LLC 0.68% Add +2.3% 13,790 $6.7M
Magnetar Financial LLC 0.04% New 13,713 $6.7M
Alps Advisors Inc. 0.04% Add +44.6% 13,690 $6.7M
Harbor Advisors LLC 1.03% No change 13,667 $6.7M
Quantbot Technologies LP 0.18% New 13,619 $6.6M
Cwm, LLC 0.02% Reduce -5.4% 13,616 $6.6M
AIA Group Ltd 0.12% Add +33.9% 13,455 $6.5M
First National Trust Co 0.22% Reduce -4.9% 13,377 $6.5M
Independent Advisor Alliance 0.17% Add +12.9% 13,364 $6.5M
Nemes Rush Group LLC 0.64% Add +1.3% 13,323 $6.5M
E. Ohman J:or Asset Management AB 0.15% No change 13,222 $6.4M
Clio Asset Management LLC 4.74% Reduce -0.5% 13,126 $6.4M
Choate Investment Advisors 0.13% Reduce -1.3% 13,018 $6.3M
Canada Post Corp Registered Pension Plan 0.28% Add +8.6% 12,837 $6.3M
Americana Partners, LLC 0.19% Reduce -1.3% 12,943 $6.3M
Blue Zone Wealth Advisors, LLC 1.26% Add +2.9% 12,931 $6.3M
BTC Capital Management, Inc. 0.43% Add +15.8% 12,913 $6.3M
Clearstead Advisors, LLC 0.09% Reduce -22.5% 12,906 $6.3M
Kestra Advisory Services, LLC 0.03% Add +5.2% 12,850 $6.3M
Ameritas Investment Partners, Inc. 0.19% Reduce -3.5% 12,828 $6.2M
Evelyn Partners Investment Management Services Ltd 0.84% Add +25.5% 12,799 $6.2M
Dynamic Advisor Solutions LLC 0.18% Add +2.4% 12,760 $6.2M
Litman Gregory Wealth Management LLC 0.46% Reduce -0.8% 12,743 $6.2M
Sentinel Trust Co. Lba 0.63% No change 12,729 $6.2M
AG2R La Mondiale Gestion D'actifs 0.32% No change 11,733 $6.2M
Ninety One SA (Pty) Ltd 0.28% Add +10.1% 12,612 $6.1M
Farringdon Capital, Ltd. 1.56% Add +136.2% 12,585 $6.1M
Lombard Odier Asset Management (Switzerland) SA 0.27% Add +8.9% 12,384 $6.0M
HRT Financial LP 0.02% New 12,381 $6.0M
American Money Management, LLC 1.01% Add +17.0% 12,376 $6.0M
Totem Point Management, LLC 5.37% Reduce -38.4% 12,369 $6.0M
Arax Advisory Partners 0.09% Add +84.7% 12,318 $6.0M
KCM Investment Advisors LLC 0.19% Add +0.3% 12,197 $5.9M
Vestor Capital, LLC 0.38% Add +2321.5% 12,156 $5.9M
Meridian Wealth Advisors, LLC 0.84% Add +0.8% 12,109 $5.9M
Parr McKnight Wealth Management Group, LLC 0.77% Add +1.3% 12,020 $5.9M
SS&H Financial Advisors, Inc. 1.76% No change 11,887 $5.8M
Columbus Macro, LLC 0.66% Add +5.3% 11,831 $5.8M
Chesley Taft & Associates LLC 0.24% Add +0.4% 11,799 $5.7M
Cutler Investment Counsel LLC 0.60% Reduce -0.0% 11,772 $5.7M
Sterling Investment Management, LLC 3.43% Add +33.0% 11,749 $5.7M
Summit Financial, LLC 0.09% Reduce -1.9% 11,721 $5.7M
Freestone Capital Holdings, LLC 0.17% Add +1.7% 11,688 $5.7M
Kingsview Wealth Management, LLC 0.09% Add +1.2% 11,603 $5.6M
Rakuten Investment Management, Inc. 0.02% — 24,544 $5.6M
Amica Mutual Insurance Co. 0.52% No change 11,543 $5.6M
Coldstream Capital Management Inc. 0.08% Add +10.4% 11,453 $5.6M
Stratos Wealth Partners, LTD. 0.07% Add +18.7% 11,450 $5.6M
Advisory Services Network, LLC 0.08% Add +1.3% 11,423 $5.6M
Neville Rodie & Shaw Inc. 0.40% Reduce -0.0% 11,406 $5.6M
Duncker Streett & Co. Inc. 0.97% Add +0.6% 11,397 $5.5M
Ghe, LLC 2.24% Reduce -0.9% 11,381 $5.5M
Colonial Trust Advisors 0.42% Reduce -4.6% 11,314 $5.5M
Allstate Corp. 0.13% Add +1478.6% 11,303 $5.5M
Mount Capital Ltd 1.96% No change 11,220 $5.5M
Point72 Asia (Singapore) Pte. Ltd. 0.84% Add +69.2% 11,211 $5.5M
Azzad Asset Management Inc. 0.53% Reduce -0.9% 11,135 $5.4M
Badgley Phelps Wealth Managers, LLC 0.11% Add +2575.2% 10,995 $5.4M
EFG Asset Management (Americas) Corp. 0.92% Reduce -5.1% 10,942 $5.3M
Rockline Wealth Management, LLC 1.10% Add +7.4% 10,879 $5.3M
Jackson Square Partners, LLC 2.13% Reduce -1.7% 10,815 $5.3M
Greenland Capital Management LP 0.85% Reduce -54.4% 10,810 $5.3M
Clear Harbor Asset Management, LLC 0.37% Reduce -1.1% 10,810 $5.3M
NovaPoint Capital, LLC 1.28% Add +6.9% 10,766 $5.2M
Concurrent Investment Advisors, LLC 0.09% Reduce -0.2% 10,753 $5.2M
Plato Investment Management Ltd 0.35% Add +5.5% 10,819 $5.2M
Sig Brokerage, LP 1.31% Reduce -8.6% 10,686 $5.2M
Empirical Finance, LLC 0.25% Add +1.0% 10,639 $5.2M
Knollwood Investment Advisory, LLC 0.47% No change 10,605 $5.2M
Cape Cod Five Cents Savings Bank 0.47% No change 9,938 $5.1M
Private Advisor Group, LLC 0.03% Add +19.2% 10,534 $5.1M
Magellan Asset Management Ltd 0.06% Add +71.8% 10,534 $5.1M
BNC Wealth Management, LLC 1.29% Add +2.2% 10,495 $5.1M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +3.4% 10,465 $5.1M
Summit Trail Advisors, LLC 0.07% Add +21.2% 10,460 $5.1M
Baldwin Investment Management, LLC 0.57% Add +1.4% 10,242 $5.0M
CPC Advisors, LLC 0.52% Add +3.0% 10,221 $5.0M
Independence Bank of Kentucky 0.64% Add +2.2% 10,211 $5.0M
Providence Capital Advisors, LLC 0.86% Add +3.2% 10,169 $4.9M
Guggenheim Capital LLC 0.04% Reduce -1.1% 10,157 $4.9M
Stephens Inc. 0.06% Reduce -4.9% 10,035 $4.9M
Rockland Trust Co. 0.20% Add +111.0% 10,029 $4.9M
WealthPlan Investment Management, LLC 0.32% Reduce -2.8% 10,006 $4.9M
KP Management LLC 1.71% No change 10,000 $4.9M
TRB Advisors LP 0.98% New 10,000 $4.9M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.5% 9,960 $4.8M
Nelson Capital Management, LLC 0.58% Add +0.9% 9,932 $4.8M
Aptus Capital Advisors, LLC 0.04% Add +13.7% 9,894 $4.8M
Incline Global Management LLC 1.43% New 9,893 $4.8M
Taylor Hoffman Capital Management LLC 1.51% Add +1.0% 9,829 $4.8M
Assetmark, Inc. 0.01% Reduce -12.5% 9,751 $4.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.12% No change 9,690 $4.7M
Tema ETFs LLC 0.39% Add +183.8% 9,645 $4.7M
Zions Bancorporation, National Association 0.23% Reduce -5.1% 9,604 $4.7M
Provident Investment Management, Inc. 0.41% Reduce -12.2% 9,582 $4.7M
Siemens Fonds Invest GmbH 0.25% Reduce -2.8% 9,497 $4.6M
Ownership Capital B.V. 2.60% Reduce -89.3% 9,479 $4.6M
Van Eck Associates Corp. 0.00% Add +7.0% 9,384 $4.6M
Roundview Capital LLC 0.29% Add +0.6% 9,360 $4.6M
Bretton Capital Management, LLC 3.82% No change 9,300 $4.5M
Itau Unibanco Holding S.A. 0.15% Add +144.7% 9,300 $4.5M
Scotia Capital Inc. 0.02% Add +20.8% 9,289 $4.5M
Ritholtz Wealth Management 0.09% Add +0.8% 9,281 $4.5M
Cloverfields Capital Group, LP 1.39% Add +0.3% 9,111 $4.4M
PFG Advisors 0.18% Reduce -20.9% 9,083 $4.4M
Sava Infond d.o.o. 0.62% Add +1.7% 8,998 $4.4M
Davis-Rea LTD. 1.05% Reduce -4.3% 8,862 $4.3M
Los Angeles Capital Management LLC 0.01% Reduce -90.4% 8,830 $4.3M
Sompo Asset Management Co., Ltd. 0.74% Reduce -8.1% 8,783 $4.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +68.2% 8,850 $4.3M
Sawgrass Asset Management LLC 0.53% Reduce -15.8% 8,752 $4.3M
Prospera Financial Services Inc 0.07% Reduce -1.1% 8,750 $4.3M
Sequoia Financial Advisors, LLC 0.03% Add +2.0% 8,676 $4.2M
Fisher Funds Management LTD 0.11% No change 8,667 $4.2M
Fisher Asset Management 0.00% Add +45.9% 8,619 $4.2M
Tower Bridge Advisors 0.42% Reduce -0.5% 8,614 $4.2M
Bell Asset Management Ltd 1.14% Reduce -4.2% 8,601 $4.2M
Wills Financial Group LLC 1.72% Reduce -0.1% 8,598 $4.2M
Quadrant Capital Group LLC 0.14% Add +1.3% 8,562 $4.2M
Shell Asset Management Co. 0.42% Reduce -72.7% 8,498 $4.1M
Mufg Securities Americas Inc. 0.27% Add +21.1% 8,427 $4.1M
Nearwater Capital Markets, Ltd 0.05% New 8,400 $4.1M
Diligent Investors, LLC 1.02% No change 8,252 $4.0M
GC Wealth Management RIA, LLC 0.13% Add +215.4% 8,144 $4.0M
Scholtz & Company, LLC 1.74% Reduce -1.2% 8,136 $4.0M
Horizon Kinetics Asset Management LLC 0.05% Reduce -20.4% 8,112 $3.9M
Prevail Innovative Wealth Advisors, LLC 0.77% Add +11.7% 8,101 $3.9M
Private Wealth Partners, LLC 0.28% Reduce -0.2% 8,097 $3.9M
Kentucky Retirement Systems Insurance Trust Fund 0.26% Reduce -5.1% 8,081 $3.9M
Stevens Capital Management LP 0.52% New 8,052 $3.9M
Kentucky Farm Bureau Mutual Insurance Co 0.96% No change 8,000 $3.9M
Corsair Capital Management, L.P. 0.69% Reduce -3.7% 7,999 $3.9M
Windmill Hill Asset Management Ltd 1.02% No change 7,966 $3.9M
Tower Research Capital LLC (TRC) 0.11% Add +18.6% 7,951 $3.9M
Arkadios Wealth Advisors 0.09% Add +55.9% 7,939 $3.9M
Morton Community Bank 0.89% Add +3.7% 7,909 $3.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.43% Reduce -32.2% 7,880 $3.8M
D L Carlson Investment Group Inc. 0.64% New 7,826 $3.8M
Olstein Capital Management, L.P. 0.72% Add +44.4% 7,800 $3.8M
Brendel Financial Advisors LLC 1.95% Add +1.4% 7,790 $3.8M
First Western Trust Bank 0.17% Reduce -3.6% 7,751 $3.8M
North Star Asset Management Inc. 0.15% New 7,728 $3.8M
Illinois Municipal Retirement Fund 0.05% Reduce -20.4% 7,699 $3.7M
UMB Bank, n.a. 0.06% Reduce -2.4% 7,693 $3.7M
Abc Arbitrage SA 0.37% Add +113.8% 7,681 $3.7M
Picton Mahoney Asset Management 0.05% Reduce -0.9% 7,551 $3.7M
Karani Asset Management LLC 3.13% Add +90.7% 7,531 $3.7M
Ballentine Partners, LLC 0.05% Add +1.6% 7,469 $3.6M
Settian Capital LP 2.46% No change 7,422 $3.6M
MASTERINVEST Kapitalanlage GmbH 0.35% Add +45.2% 7,403 $3.6M
Townsquare Capital LLC 0.54% Reduce -8.0% 7,389 $3.6M
Kampmann Melissa S. 2.61% No change 7,368 $3.6M
Legacy Financial Strategies, LLC 0.65% Add +0.2% 7,340 $3.6M
Chapman Investment Management, LLC 2.54% Add +7.7% 7,335 $3.6M
Freedom Day Solutions, LLC 0.97% Add +1.2% 7,328 $3.6M
Silvercrest Asset Management Group LLC 0.02% Add +7.4% 7,327 $3.6M
Richard Bernstein Advisors LLC 0.10% Reduce -54.1% 7,298 $3.6M
CENTRAL TRUST Co 0.07% Reduce -2.3% 7,296 $3.6M
Capstone Investment Advisors, LLC 0.04% Add +1789.9% 7,276 $3.5M
Brady Family Wealth, LLC 1.08% Reduce -0.8% 7,167 $3.5M
Partners Capital Investment Group, LLP 0.14% New 7,158 $3.5M
Weitz Investment Management, Inc. 0.19% No change 7,140 $3.5M
Integrated Wealth Concepts LLC 0.03% Add +2.5% 7,021 $3.4M
Ostrum Asset Management 0.15% Reduce -23.3% 7,003 $3.4M
Value Partners Investments Inc. 0.28% No change 7,000 $3.4M
OneDigital Investment Advisors LLC 0.03% Reduce -4.9% 6,973 $3.4M
Beacon Pointe Advisors, LLC 0.03% Reduce -3.7% 6,966 $3.4M
Meridian Wealth Management, LLC 0.13% Add +2.2% 6,949 $3.4M
Fortress Wealth Management, Inc. 1.50% Add +0.0% 6,939 $3.4M
Cannell & Spears LLC 0.06% Add +0.3% 6,924 $3.4M
Tocqueville Asset Management L.P. 0.05% Reduce -0.2% 6,914 $3.4M
Ascent Group, LLC 0.12% Reduce -24.4% 6,844 $3.3M
WealthShield Partners, LLC 0.37% Add +30.2% 6,667 $3.2M
Praxis Investment Management Inc. 0.19% No change 6,584 $3.2M
Vise Technologies, Inc. 0.12% Add +12.4% 6,556 $3.2M
Altfest L J & Co. Inc. 0.36% Add +0.7% 6,549 $3.2M
BDF-Gestion 0.38% Reduce -17.2% 6,544 $3.2M
Lindsell Train Ltd 0.08% Add +10.2% 6,500 $3.2M
Tikehau Investment Management 4.62% Reduce -4.5% 6,492 $3.2M
Soltis Investment Advisors LLC 0.22% Add +3.9% 6,485 $3.2M
Papamarkou Wellner Asset Management inc. 1.95% Reduce -0.4% 6,465 $3.1M
Whitford Management LLC 3.12% Reduce -24.4% 6,373 $3.1M
Fulcrum Asset Management LLP 0.86% Reduce -2.7% 6,372 $3.1M
Milestones Administradora de Recursos Ltda. 1.08% No change 6,355 $3.1M
Headlands Technologies LLC 0.25% Add +6917.8% 6,316 $3.1M
Argonautica Private Wealth Management, Inc. 0.90% Reduce -0.8% 6,314 $3.1M
Resonant Capital Advisors, LLC 0.18% Add +1.4% 6,304 $3.1M
Meeder Advisory Services, Inc. 0.14% Reduce -0.1% 6,278 $3.1M
Frank, Rimerman Advisors LLC 0.20% Reduce -1.3% 6,263 $3.0M
Simplex Trading, LLC 0.07% New 6,245 $3.0M
WD Rutherford LLC 1.29% Add +3.9% 6,236 $3.0M
Wellington Shields & Co., LLC 0.79% No change 6,200 $3.0M
CFS Investment Advisory Services, LLC 0.22% Reduce -0.0% 6,144 $3.0M
GAM Holding AG 0.19% Add +13.7% 6,174 $3.0M
Texas Yale Capital Corp. 0.09% Add +1.3% 6,163 $3.0M
Trust Co. of Vermont 0.13% No change 6,161 $3.0M
Argentarii, LLC 1.20% Reduce -2.3% 6,158 $3.0M
Vestcor Inc 0.09% Reduce -4.1% 6,150 $3.0M
Alerus Financial NA 0.15% Reduce -46.1% 6,141 $3.0M
Parallel Advisors, LLC 0.05% Add +0.6% 6,106 $3.0M
SteelPeak Wealth, LLC 0.10% Add +191.7% 6,084 $3.0M
Williams Jones Wealth Management, LLC. 0.03% Add +0.6% 6,073 $3.0M
Asset Advisors Investment Management, LLC 0.28% Add +44.4% 6,062 $3.0M
Meiji Yasuda Life Insurance Co 0.08% Add +0.8% 6,050 $2.9M
Bayview Asset Management, LLC 2.24% New 6,000 $2.9M
Clifford Swan Investment Counsel LLC 0.10% Add +0.1% 5,977 $2.9M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -6.3% 5,966 $2.9M
Rockingstone Advisors LLC 1.43% Add +9.6% 5,946 $2.9M
Certified Advisory Corp 0.27% Reduce -4.3% 5,901 $2.9M
GeoWealth Management, LLC 0.10% Add +149.0% 5,893 $2.9M
Collier Financial 2.15% — 5,886 $2.9M
Kesler, Norman & Wride, LLC 0.56% Reduce -10.9% 5,739 $2.9M
Sagespring Wealth Partners, LLC 0.06% Add +0.8% 5,868 $2.9M
Snider Financial Group 0.78% Add +5.8% 5,856 $2.8M
Point72 Hong Kong Ltd 0.13% New 5,823 $2.8M
GAMMA Investing LLC 0.16% Add +10.9% 5,795 $2.8M
Retirement Planning Group, LLC 0.10% Add +0.1% 5,751 $2.8M
Eos Management, L.P. 1.11% Add +92.3% 5,727 $2.8M
Mirabaud & Cie SA 0.89% Reduce -2.8% 5,726 $2.8M
Farmers & Merchants Investments Inc. 0.08% Add +23.3% 5,723 $2.8M
Intrust Bank NA 0.23% Reduce -2.5% 5,712 $2.8M
Krilogy Financial LLC 0.10% New 5,550 $2.8M
Argent Trust Co 0.10% Reduce -2.1% 5,632 $2.7M
Northcape Capital Pty Ltd 0.38% Reduce -10.1% 5,631 $2.7M
Brevan Howard Capital Management LP 0.04% Reduce -55.8% 5,627 $2.7M
Leonteq Securities AG 0.15% Add +35.3% 5,620 $2.7M
NorthRock Partners, LLC 0.05% Add +16.4% 5,605 $2.7M
Savant Capital, LLC 0.02% Reduce -2.4% 5,562 $2.7M
Oppenheimer & Co. Inc. 0.03% Reduce -16.2% 5,528 $2.7M
Factorial Partners, LLC 1.84% No change 5,500 $2.7M
SevenBridge Financial Group, LLC 0.44% Add +39.7% 5,324 $2.6M
Coastal Bridge Advisors, LLC 0.20% Add +166.6% 5,423 $2.6M
Tounjian Advisory Partners, LLC 0.88% Reduce -23.5% 5,400 $2.6M
Dodge & Cox 0.00% No change 5,400 $2.6M
Ceera Investments, LLC 0.82% Reduce -9.8% 5,378 $2.6M
Munich Reinsurance Co Stock Corp in Munich 0.07% — 5,359 $2.6M
Vivid Wealth Management, LLC 1.04% Add +3.3% 5,358 $2.6M
Florida Trust Wealth Management Co 0.07% Reduce -8.8% 5,345 $2.6M
Mason Investment Advisory Services, Inc. 0.13% New 5,343 $2.6M
Bayesian Capital Management, LP 0.53% New 5,340 $2.6M
Western Wealth Management, LLC 0.14% Add +8.4% 5,327 $2.6M
Farther Finance Advisors, LLC 0.04% Add +18.6% 5,283 $2.6M
Cypress Asset Management Inc. 0.58% Add +0.2% 5,276 $2.6M
Mgo One Seven LLC 0.06% Add +142.8% 5,262 $2.6M
Accurate Wealth Management, LLC 0.34% Reduce -5.4% 5,247 $2.6M
Blue Fin Capital, Inc. 0.40% Add +2.7% 5,244 $2.6M
Fragasso Financial Advisors Inc 0.16% Reduce -6.4% 5,304 $2.5M
Centaurus Financial, Inc. 0.12% Reduce -2.2% 5,221 $2.5M
Postrock Partners LLC 1.12% No change 5,205 $2.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +8.3% 5,155 $2.5M
Laurion Capital Management LP 0.37% New 5,108 $2.5M
Pinnacle Associates Ltd. 0.03% Add +0.5% 5,106 $2.5M
Smartleaf Asset Management LLC 0.15% Add +23.3% 5,024 $2.5M
Chatham Capital Group, Inc. 0.35% Add +0.1% 5,027 $2.4M
Viking Fund Management LLC 0.29% No change 5,000 $2.4M
True North Advisors, LLC 0.39% Add +5.7% 4,988 $2.4M
Capital Group Investment Management Pte. LTD. 0.41% No change 4,983 $2.4M
Mather Group, Llc. 0.02% Add +0.2% 4,980 $2.4M
JPL Wealth Management, LLC 0.57% Add +2.5% 4,977 $2.4M
Evoke Wealth, LLC 0.05% Add +2.1% 4,965 $2.4M
Hills Bank & Trust Co 0.14% No change 4,962 $2.4M
Wedmont Private Capital 0.09% Add +0.3% 5,017 $2.4M
Meitav Investment House Ltd. 0.03% No change 4,875 $2.4M
Chemistry Wealth Management LLC 0.46% Add +0.4% 4,895 $2.4M
Argus Investors' Counsel, Inc. 1.89% Reduce -0.5% 4,876 $2.4M
Waterloo Capital, L.P. 0.18% Reduce -6.7% 4,874 $2.4M
DRW Securities, LLC 0.12% Add +10.5% 4,852 $2.4M
Chilton Investment Co. Inc. 0.05% Add +17.1% 4,841 $2.4M
Herold Advisors, Inc. 0.55% Add +3.9% 4,835 $2.4M
M&G PLC 0.01% Add +2.1% 4,786 $2.3M
Comprehensive Financial Consultants Institutional, Inc. 0.71% Reduce -1.1% 4,719 $2.3M
Walleye Trading LLC 0.04% New 4,703 $2.3M
Anchor Investment Management, LLC 0.19% Add +2.7% 4,673 $2.3M
Fifth Third Wealth Advisors LLC 0.08% Add +3.3% 4,668 $2.3M
Ridgecrest Wealth Partners, LLC 1.03% No change 4,664 $2.3M
Gallo Partners, LP 1.71% Add +612.8% 4,662 $2.3M
Pitcairn Co. 0.18% Reduce -39.5% 4,662 $2.3M
American State Bank (Iowa) 1.16% Reduce -0.2% 4,661 $2.3M
SG Americas Securities, LLC 0.01% Reduce -4.9% 4,648 $2.3M
Mission Wealth Management, LP 0.05% Add +1.6% 4,646 $2.3M
SkyView Investment Advisors, LLC 0.28% Reduce -2.0% 4,631 $2.3M
Alaethes Wealth, LLC 0.64% Add +6.2% 4,631 $2.3M
Pettee Investors, Inc. 1.24% No change 4,629 $2.3M
Principal Securities, Inc. 0.04% Add +19.9% 4,629 $2.3M
Waverly Advisors, LLC 0.02% Add +0.3% 4,625 $2.3M
Whitener Capital Management, Inc. 0.54% Add +2.5% 4,613 $2.2M
HighPoint Advisor Group LLC 0.11% Reduce -14.7% 4,596 $2.2M
Valeo Financial Advisors, LLC 0.05% Reduce -3.0% 4,593 $2.2M
S-Bank Fund Management Ltd 0.30% Reduce -1.3% 4,580 $2.2M
MMBG Investment Advisors Co. 0.20% No change 4,575 $2.2M
Icon Wealth Advisors, LLC 0.15% Reduce -0.7% 4,559 $2.2M
Cypress Capital Group 0.26% Reduce -6.4% 4,520 $2.2M
Cyndeo Wealth Partners, LLC 0.12% Reduce -8.4% 4,509 $2.2M
PFG Investments, LLC 0.11% No change 4,491 $2.2M
Cordatus Wealth Management LLC 0.51% Reduce -1.2% 4,485 $2.2M
Qtron Investments LLC 0.27% Reduce -11.5% 4,475 $2.2M
Great Lakes Retirement, Inc. 0.24% Add +1.5% 4,461 $2.2M
Brooklyn Investment Group 0.29% Reduce -3.3% 4,814 $2.2M
K.J. Harrison & Partners Inc 0.31% No change 4,530 $2.2M
Welch & Forbes LLC 0.03% Add +297.0% 4,434 $2.2M
S.E.E.D. Planning Group LLC 0.63% Add +62.7% 4,428 $2.2M
Global X Japan Co., Ltd. 0.19% Add +235.7% 4,408 $2.1M
Fieldview Capital Management, LLC 0.35% New 4,400 $2.1M
Voleon Capital Management LP 0.05% Reduce -31.4% 4,359 $2.1M
LVW Advisors, LLC 0.22% Add +2.0% 4,345 $2.1M
Prosperity Consulting Group, LLC 0.10% Reduce -18.4% 4,329 $2.1M
Rodgers Brothers Inc. 0.26% No change 4,315 $2.1M
Decatur Capital Management, Inc. 0.83% No change 4,289 $2.1M
Profund Advisors LLC 0.07% Add +8.9% 4,288 $2.1M
Vestmark Advisory Solutions, Inc. 0.04% Add +117.8% 4,286 $2.1M
Evergreen Capital Management LLC 0.05% Add +11.7% 4,182 $2.0M
IMS Capital Management 0.94% Reduce -1.2% 4,167 $2.0M
VestGen Advisors, LLC 0.07% Add +17.5% 4,156 $2.0M
Peloton Wealth Strategists 0.80% Reduce -7.2% 4,085 $2.0M
Excalibur Management Corp. 0.72% No change 4,081 $2.0M
Brighton Jones LLC 0.05% Add +0.9% 4,070 $2.0M
B.O.S.S. Retirement Advisors, LLC 0.47% Reduce -5.3% 4,065 $2.0M
Belpointe Asset Management LLC 0.08% Add +2.2% 4,056 $2.0M
Ashford Capital Management Inc. 0.22% Reduce -7.8% 4,043 $2.0M
Bank of Hawaii 0.10% Reduce -2.3% 4,041 $2.0M
Parsons Capital Management Inc. 0.11% No change 4,039 $2.0M
BKM Wealth Management, LLC 0.72% Add +11.7% 4,016 $2.0M
Perigon Wealth Management, LLC 0.04% Reduce -4.6% 4,015 $2.0M
Alyeska Investment Group, L.P. 0.01% New 3,995 $1.9M
Platform Technology Partners 0.47% Add +8.1% 3,990 $1.9M
Lederer & Associates Investment Counsel 1.25% Reduce -7.3% 3,961 $1.9M
PEAK6 LLC 0.05% Add +197200.0% 3,946 $1.9M
Wedbush Securities Inc. 0.06% Add +62.5% 3,945 $1.9M
Flagship Harbor Advisors, LLC 0.08% Reduce -1.1% 3,942 $1.9M
Quadcap Wealth Management, LLC 0.23% Reduce -3.1% 3,935 $1.9M
Private Trust Co. NA 0.17% Add +0.8% 3,909 $1.9M
Bellwether Advisors, LLC 0.31% Reduce -22.8% 3,901 $1.9M
Skylands Capital, LLC 0.26% Add +100.5% 3,880 $1.9M
Syon Capital LLC 0.10% Add +18.0% 3,860 $1.9M
Montag A & Associates Inc. 0.09% Add +9.7% 3,845 $1.9M
Exchange Traded Concepts, LLC 0.02% Add +1882.0% 3,845 $1.9M
Penserra Capital Management LLC 0.02% Add +1.1% 3,843 $1.9M
Madison Asset Management, LLC 0.02% Reduce -0.1% 3,817 $1.9M
Hamilton Point Investment Advisors, LLC 0.29% No change 3,808 $1.9M
Davis R M Inc. 0.03% Reduce -3.7% 3,807 $1.9M
CapitalatWork S.A. 0.05% No change 3,800 $1.8M
Equitable Holdings, Inc. 0.01% Add +5.2% 3,793 $1.8M
Guyasuta Investment Advisors Inc. 0.11% Reduce -0.3% 3,785 $1.8M
Hudson Bay Capital Management LP 0.01% Reduce -87.3% 3,774 $1.8M
Eisler Capital Management Ltd. 0.04% Add +273.1% 3,600 $1.8M
Aaron Wealth Advisors LLC 0.11% Add +7.9% 3,746 $1.8M
Signal Advisors Wealth, LLC 0.17% Add +94.6% 3,746 $1.8M
American Trust 0.15% Reduce -0.3% 3,729 $1.8M
Westpac Banking Corp. 0.11% No change 3,722 $1.8M
Trust Asset Management LLC 0.12% No change 3,668 $1.8M
NewEdge Wealth, LLC 0.03% Reduce -8.3% 3,573 $1.8M
Lebenthal Global Advisors, LLC 0.31% Add +28.1% 3,601 $1.8M
Lecap Asset Management Ltd. 0.60% New 3,535 $1.7M
Broadwater Capital Management LLC 1.25% Reduce -99.8% 3,520 $1.7M
Main Street Financial Solutions, LLC 0.11% Add +8.5% 3,485 $1.7M
Strategic Wealth Partners, Ltd. 0.13% Add +17.0% 3,470 $1.7M
Barden Capital Management, Inc. 1.40% Add +0.4% 3,464 $1.7M
Jacobi Capital Management LLC 0.10% Add +3.3% 3,461 $1.7M
Virtus Investment Advisers, LLC 0.48% Add +19.6% 3,451 $1.7M
Boston Trust Walden Corp 0.01% Add +0.4% 3,430 $1.7M
Nicholson Wealth Management Group, LLC 0.98% Add +6.1% 3,422 $1.7M
GW&K Investment Management, LLC 0.01% Reduce -3.4% 3,406 $1.7M
Oxford Asset Management LLP 0.54% New 3,396 $1.7M
Oak Thistle LLC 0.25% Reduce -17.1% 3,351 $1.6M
Forum Financial Management, LP 0.02% Add +7.8% 3,338 $1.6M
Tealwood Asset Management Inc. 0.66% Reduce -1.6% 3,337 $1.6M
Geneva Capital Management LLC 0.03% Add +19.3% 3,331 $1.6M
Evercore Wealth Management, LLC 0.02% No change 3,283 $1.6M
United Asset Strategies, Inc. 0.13% Reduce -3.1% 3,271 $1.6M
Caliber Wealth Management, LLC / KS 0.18% Reduce -5.2% 3,226 $1.6M
Silverlake Wealth Management LLC 0.39% Reduce -0.1% 3,226 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +0.6% 3,223 $1.6M
Wealth Alliance, LLC 0.16% Reduce -0.1% 3,163 $1.5M
Spire Wealth Management 0.05% Reduce -74.1% 3,149 $1.5M
Commerzbank Aktiengesellschaft 0.03% No change 3,126 $1.5M
NorthCrest Asset Manangement, LLC 0.04% Add +3.0% 3,152 $1.5M
Citrine Capital LLC 0.70% Reduce -1.3% 3,111 $1.5M
Reynders McVeigh Capital Management, LLC 0.07% Add +0.1% 3,111 $1.5M
Diversify Advisory Services, LLC 0.05% Reduce -10.4% 3,041 $1.5M
Gryphon Financial Partners LLC 0.17% Add +26.9% 3,056 $1.5M
Everhart Financial Group, Inc. 0.15% Add +2.2% 3,051 $1.5M
Motiv8 Investments LLC 0.79% Add +22.4% 3,033 $1.5M
WoodTrust Financial Corp 0.18% No change 3,024 $1.5M
Polymer Capital Management (US) LLC 0.19% New 3,014 $1.5M
Trust Co. of Oklahoma 0.43% Add +1.7% 3,010 $1.5M
Transatlantique Private Wealth LLC 0.48% Add +3.5% 3,009 $1.5M
Cigna Investments Inc. 0.21% Reduce -1.4% 3,001 $1.5M
AIMZ Investment Advisors, LLC 0.46% No change 2,996 $1.5M
Harfst & Associates, Inc. 0.27% Add +1.8% 2,996 $1.5M
Harbor Investment Advisory, LLC 0.12% Add +2.8% 2,979 $1.4M
Cornercap Investment Counsel Inc. 0.72% Reduce -1.6% 2,978 $1.4M
Compass Capital Management, Inc. 0.08% No change 2,976 $1.4M
Strengthening Families & Communities, LLC 0.32% Add +3.2% 2,938 $1.4M
Nichols & Pratt Advisers LLP 0.09% No change 2,962 $1.4M
Nations Financial Group Inc, /Ia/ 0.09% Add +0.7% 2,959 $1.4M
Lokken Investment Group LLC 0.49% Add +0.5% 2,950 $1.4M
Cadence Bank 0.09% Reduce -1.3% 2,931 $1.4M
GM Advisory Group, LLC 0.06% Reduce -2.2% 2,921 $1.4M
StoneX Group Inc. 0.06% Add +7.9% 2,915 $1.4M
Canandaigua National Bank & Trust Co. 0.12% Reduce -4.4% 2,910 $1.4M
Bowman & Co S.C. 0.60% Reduce -0.5% 2,882 $1.4M
HBK Sorce Advisory LLC 0.03% Reduce -1.9% 2,883 $1.4M
Foster Dykema Cabot & Partners, LLC 0.09% No change 2,859 $1.4M
City Holding Co. 0.17% Add +4.8% 2,847 $1.4M
Old National Bancorp 0.02% Reduce -7.2% 2,846 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +2.2% 2,829 $1.4M
Thomasville National Bank 0.09% Reduce -7.5% 2,828 $1.4M
Capula Management Ltd 0.01% Add +2268.9% 2,819 $1.4M
Souders Financial Advisors 0.16% Reduce -0.3% 2,818 $1.4M
Kirtland Hills Capital Management, LLC 0.54% Add +6.9% 2,796 $1.4M
Cozad Asset Management Inc. 0.11% Reduce -4.3% 2,793 $1.4M
River Wealth Advisors LLC 0.16% No change 2,784 $1.4M
Gladstone Institutional Advisory LLC 0.05% Reduce -6.3% 2,765 $1.3M
Triglav Investments, D.O.O. 0.09% No change 2,750 $1.3M
Aigen Investment Management, LP 0.21% Add +73.6% 2,747 $1.3M
Checchi Capital Advisers, LLC 0.09% Reduce -11.3% 2,737 $1.3M
Carret Asset Management, LLC 0.13% Add +10.6% 2,719 $1.3M
Shelton Capital Management 0.03% Reduce -69.8% 2,701 $1.3M
Ingalls & Snyder LLC 0.04% Reduce -2.6% 2,698 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -3.1% 2,696 $1.3M
Keebeck Wealth Management 0.16% Reduce -1.0% 2,696 $1.3M
Cary Street Partners Investment Advisory LLC 0.54% Add +4.5% 2,678 $1.3M
Rothschild Investment LLC 0.07% Add +1.5% 2,670 $1.3M
Thrive Wealth Management, LLC 0.20% Reduce -0.7% 2,666 $1.3M
Blue Trust, Inc. 0.01% Add +2.6% 2,666 $1.3M
Compound Planning, Inc. 0.04% Add +8.9% 2,662 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -15.0% 2,660 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -2.9% 2,651 $1.3M
Global Retirement Partners, LLC 0.03% Add +8.2% 2,631 $1.3M
Portfolio Design Labs, LLC 0.22% Add +31.6% 2,618 $1.3M
Meyer Handelman Co. 0.04% Reduce -14.4% 2,615 $1.3M
Ellevest, Inc. 0.18% Reduce -8.0% 2,610 $1.3M
Intact Investment Management Inc. 0.04% Reduce -8.6% 2,600 $1.3M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +131.2% 2,599 $1.3M
Allworth Financial LP 0.01% Add +3.6% 2,561 $1.2M
Accretive Wealth Partners, LLC 0.38% Add +2.4% 2,556 $1.2M
Stenger Family Office, LLC 0.25% Add +17.3% 2,487 $1.2M
Okabena Investment Services Inc. 0.24% Add +1.4% 2,536 $1.2M
Tranquility Partners, LLC 0.42% Reduce -1.3% 2,529 $1.2M
Heartland Bank & Trust Co 0.51% Reduce -0.3% 2,523 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.14% Add +8.0% 2,512 $1.2M
SageView Advisory Group, LLC 0.04% Reduce -5.7% 2,498 $1.2M
Marshall Financial Group, LLC 0.24% Reduce -1.0% 2,497 $1.2M
National Wealth Management Group, LLC 0.46% New 2,482 $1.2M
EPG Wealth Management LLC 0.33% Add +14.4% 2,470 $1.2M
Stance Capital LLC 0.44% Reduce -4.9% 2,469 $1.2M
Regal Investment Advisors LLC 0.08% Add +1.9% 2,457 $1.2M
Deltec Asset Management LLC 0.20% No change 2,450 $1.2M
CWA Asset Management Group, LLC 0.04% Reduce -1.1% 2,445 $1.2M
Channing Global Advisors, LLC 0.82% Reduce -19.1% 2,445 $1.2M
Shepherd Financial Partners LLC 0.11% Reduce -0.1% 2,422 $1.2M
Edgestream Partners, L.P. 0.03% Add +17.1% 2,412 $1.2M
Sageworth Trust Co 0.05% New 2,411 $1.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.05% Reduce -11.1% 2,410 $1.2M
Members Trust Co 0.04% Reduce -2.5% 2,378 $1.2M
Cary Street Partners Financial LLC 0.03% Reduce -4.0% 2,361 $1.1M
Congress Asset Management Co. 0.01% Reduce -2.6% 2,359 $1.1M
Certuity, LLC 0.08% Add +71.2% 2,357 $1.1M
Palumbo Wealth Management LLC 0.37% Add +0.4% 2,492 $1.1M
Premier Path Wealth Partners, LLC 0.15% Add +5.6% 2,341 $1.1M
Savvy Advisors, Inc. 0.05% Add +42.5% 2,332 $1.1M
Naples Global Advisors, LLC 0.09% Add +35.8% 2,329 $1.1M
Avestar Capital, LLC 0.08% Reduce -15.4% 2,321 $1.1M
Procyon Advisors, LLC 0.07% Reduce -5.6% 2,300 $1.1M
Ramirez Asset Management, Inc. 0.16% No change 2,297 $1.1M
Panagora Asset Management Inc. 0.00% Reduce -96.3% 2,282 $1.1M
GSG Advisors LLC 0.29% Reduce -0.3% 2,305 $1.1M
Howard Capital Management, LLC 0.01% Add +3.1% 2,267 $1.1M
Barlow Wealth Partners, LLC 0.12% Add +0.5% 2,296 $1.1M
Howe & Rusling Inc. 0.08% Reduce -0.1% 2,250 $1.1M
AdvisorNet Financial, Inc 0.06% Reduce -6.1% 2,240 $1.1M
Lincoln Capital LLC 0.20% Reduce -3.6% 2,272 $1.1M
First Bank & Trust 0.18% Reduce -25.3% 2,231 $1.1M
Finivi Inc. 0.69% Add +2.1% 2,230 $1.1M
Buttonwood Financial Advisors Inc. 0.37% Add +56.3% 2,225 $1.1M
Stevens Capital Partners 0.32% New 2,225 $1.1M
Colonial Trust Co / SC 0.15% Add +0.6% 2,224 $1.1M
Baker Avenue Asset Management, LP 0.03% Reduce -5.3% 2,213 $1.1M
Clarius Group, LLC 0.06% Reduce -26.4% 2,211 $1.1M
Journey Strategic Wealth LLC 0.03% Add +15.7% 2,187 $1.1M
WealthPLAN Partners, LLC 0.16% Add +6.1% 2,183 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +14.4% 2,150 $1.1M
CVFG LLC 0.77% Reduce -0.2% 2,179 $1.1M
Foster Group, Inc. 0.03% Reduce -2.7% 2,176 $1.1M
Beverly Hills Private Wealth, LLC 0.19% Reduce -4.5% 2,175 $1.1M
Ironwood Investment Counsel, LLC 0.15% Reduce -97.1% 2,165 $1.1M
AAFMAA Wealth Management & Trust LLC 0.42% Reduce -2.7% 2,154 $1.0M
Concentric Capital Strategies, LP 0.05% New 2,151 $1.0M
Trivium Point Advisory, LLC 0.11% Reduce -67.9% 2,151 $1.0M
IFP Advisors, Inc 0.03% Reduce -21.2% 2,137 $1.0M
Smart Money Group LLC 0.31% Add +3.9% 2,136 $1.0M
Boothbay Fund Management, LLC 0.03% Add +130.9% 2,134 $1.0M
Allred Capital Management, LLC 0.36% Add +14.6% 2,130 $1.0M
AlTi Global, Inc. 0.02% Add +2.3% 2,128 $1.0M
Sage Mountain Advisors LLC 0.06% Add +12.4% 2,124 $1.0M
Jump Financial, LLC 0.01% Add +102.8% 2,123 $1.0M
GTS Securities LLC 0.04% Add +107.3% 2,117 $1.0M
Pflug Koory, LLC 0.49% No change 2,108 $1.0M
Legacy Wealth Asset Management, LLC 0.25% Add +35.7% 2,106 $1.0M
First National Corp. /Ma/ 0.19% Reduce -8.8% 2,120 $1.0M
Scientech Research LLC 0.35% Add +200.3% 2,090 $1.0M
Fortem Financial Group, LLC 0.29% Add +19.0% 2,079 $1.0M
LifePlan Financial, LLC 0.80% Add +95.2% 2,077 $1.0M
Confluence Wealth Services, Inc. 0.05% Add +1.4% 2,067 $1.0M
Elevation Point Wealth Partners, LLC 0.07% Reduce -31.0% 2,052 $999K
Fairtree Asset Management (Pty) Ltd 0.65% Add +20.1% 2,038 $992K
Founders Financial Securities LLC 0.07% Add +4.2% 2,014 $980K
Ascentis Independent Advisors 0.17% Reduce -0.3% 2,011 $979K
Dimension Capital Management LLC 0.14% Add +2.9% 2,008 $978K
Everett Harris & Co. 0.01% No change 2,005 $976K
Faithward Advisors, LLC 0.14% Reduce -6.1% 2,002 $974K
Silverberg Bernstein Capital Management LLC 0.59% No change 2,000 $973K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.39% No change 2,000 $973K
Moors & Cabot, Inc. 0.04% Reduce -9.2% 2,000 $973K
Fidelis Capital Partners, LLC 0.08% Add +6.3% 1,993 $970K
Magnolia Capital Advisors LLC 0.25% Reduce -0.8% 1,990 $968K
IHT Wealth Management, LLC 0.02% Reduce -0.7% 1,985 $968K
Bridgewater Advisors Inc. 0.07% Add +1.8% 1,955 $958K
Orrstown Financial Services Inc. 0.16% Add +23.3% 1,966 $957K
One Wealth Advisors, LLC 0.12% Add +3.6% 1,964 $956K
Venturi Wealth Management, LLC 0.04% Reduce -18.3% 1,957 $953K
Outlook Wealth Advisors, LLC 0.24% Reduce -0.4% 1,955 $951K
PDS Planning, Inc 0.07% Add +2.3% 1,950 $949K
Stonebrook Private Inc. 0.20% Reduce -4.1% 1,948 $948K
First Foundation Advisors 0.03% Reduce -68.8% 1,937 $943K
Paragon Private Wealth Management, LLC 0.31% Add +47.6% 1,935 $942K
OV Management LLC 0.80% Reduce -0.1% 1,931 $940K
Voya Financial Advisors, Inc. 0.09% Reduce -2.6% 1,912 $939K
Seeds Investor LLC 0.20% Reduce -3.2% 1,928 $938K
Rehmann Capital Advisory Group 0.05% Add +1.2% 1,925 $937K
AlphaCore Capital LLC 0.03% Reduce -3.0% 1,925 $937K
Baron Wealth Management LLC 0.31% Reduce -12.2% 1,909 $929K
BSW Wealth Partners 0.12% Add +4.6% 1,908 $929K
Crestmont Private Wealth LLC 0.31% Add +12.8% 1,897 $923K
Values First Advisors, Inc. 0.49% Reduce -1.4% 1,896 $923K
SlateStone Wealth, LLC 0.08% Add +0.9% 1,892 $921K
EverSource Wealth Advisors, LLC 0.04% Reduce -2.0% 1,892 $921K
R Squared Ltd 0.40% New 1,887 $918K
Roberts Capital Advisors, LLC 1.01% No change 1,874 $912K
Advisors Capital Management, LLC 0.01% Add +0.8% 1,871 $911K
RiverPark Advisors, LLC 0.70% Reduce -1.6% 1,865 $908K
Washington Trust Bank 0.07% No change 1,865 $908K
Machina Capital S.A.S. 0.16% Reduce -58.9% 1,858 $904K
Northside Capital Management, LLC 0.08% Add +0.4% 1,856 $904K
Quintet Private Bank (Europe) S.A. 0.05% Reduce -45.0% 1,849 $900K
Trillium Asset Management, LLC 0.02% No change 1,838 $895K
Schmidt P J Investment Management Inc. 0.15% Reduce -9.7% 1,833 $892K
Tritonpoint Wealth, LLC 0.08% Add +1.2% 1,824 $888K
Keel Point, LLC 0.05% Add +3.8% 1,822 $887K
Radnor Capital Management, LLC 0.13% No change 1,818 $885K
CreativeOne Wealth, LLC 0.02% Reduce -11.3% 1,814 $883K
Leavell Investment Management, Inc. 0.04% Reduce -0.4% 1,802 $877K
Greenwood Capital Associates LLC 0.10% Reduce -0.5% 1,802 $877K
Johnson Financial Group, Inc. 0.03% Add +95.4% 1,792 $872K
Guardian Wealth Advisors, LLC 0.49% Reduce -1.6% 1,792 $872K
Forefront Wealth Partners, LLC 0.22% Reduce -48.9% 1,786 $869K
Ironwood Investment Management LLC 0.38% Reduce -0.3% 1,779 $866K
Fullcircle Wealth LLC 0.30% Reduce -1.0% 1,730 $864K
Meridian Wealth Partners, LLC 0.12% Reduce -0.9% 1,773 $863K
Beaumont Financial Advisors, LLC 0.06% Reduce -11.6% 1,768 $860K
Burling Wealth Partners, LLC 0.14% Reduce -18.2% 1,765 $859K
Bar Harbor Wealth Management 0.05% No change 1,756 $855K
Sepio Capital, LP 0.05% Reduce -23.6% 1,752 $853K
Sovereign's Capital Management, LLC 0.46% Add +0.6% 1,749 $851K
Spinnaker Trust 0.05% No change 1,742 $848K
Mendel Capital Management LLC 0.44% Add +0.1% 1,737 $845K
Pallas Capital Advisors LLC 0.03% Reduce -9.3% 1,734 $844K
Trust Point Inc. 0.07% Reduce -4.7% 1,733 $843K
Invera Wealth Advisors, LLC 0.52% Add +0.3% 1,725 $840K
Sunflower Bank, N.A. 0.20% Reduce -2.8% 1,725 $840K
Griffin Asset Management, Inc. 0.09% No change 1,725 $840K
Aventura Private Wealth, LLC 0.31% Add +0.6% 1,723 $839K
Cooper Investors PTY Ltd. 0.23% New 1,720 $837K
ZEGA Investments, LLC 0.19% New 1,715 $835K
Spirepoint Private Client, LLC 0.09% Reduce -7.4% 1,707 $831K
Davidson Trust Co. 0.34% Reduce -0.5% 1,703 $829K
Israel Discount Bank of New York 2.45% No change 1,700 $827K
Waters Parkerson & Co., LLC 0.04% No change 1,700 $827K
Permanent Capital Management, LP 0.15% — 1,698 $826K
Fortis Capital Management LLC 0.12% Add +1.4% 1,697 $826K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.06% Reduce -66.3% 1,681 $818K
Arcadia Investment Management Corp. 0.13% No change 1,680 $818K
Whitaker-Myers Wealth Managers, LTD. 0.18% Add +52.7% 1,674 $815K
Jericho Financial, LLP 0.49% Add +0.1% 1,656 $806K
Bell Bank 0.03% Reduce -2.8% 1,647 $802K
Jacobsen Capital Management 0.27% Reduce -0.1% 1,641 $799K
Alta Advisers Ltd 0.24% No change 1,637 $797K
Hancock Whitney Corp. 0.01% Reduce -4.9% 1,631 $794K
Generali Investments, Management Co LLC 0.16% Add +27.8% 1,624 $790K
Vista Cima Wealth Management LLC 0.66% Add +241.3% 1,621 $789K
Capital Investment Advisors, LLC 0.01% Add +0.4% 1,613 $785K
Valicenti Advisory Services Inc. 0.17% New 1,600 $779K
Landscape Capital Management, L.L.C. 0.05% Reduce -62.5% 1,600 $779K
Alteri Wealth LLC 0.27% Reduce -2.2% 1,598 $778K
Conning Inc. 0.03% Reduce -17.7% 1,593 $775K
111 Capital 0.15% New 1,591 $774K
Covenant Partners, LLC 0.22% No change 1,581 $769K
Institute for Wealth Management, LLC. 0.08% Add +2.6% 1,578 $768K
Moseley Investment Management Inc. 0.23% No change 1,574 $766K
Douglas Lane & Associates, LLC 0.01% Reduce -9.3% 1,570 $764K
Boreal Capital Management LLC 0.73% Add +18.8% 1,563 $761K
Richard W. Paul & Associates, LLC 0.26% Add +8.3% 1,559 $759K
Opal Wealth Advisors, LLC 0.21% Add +2.4% 1,555 $757K
Waldron Private Wealth LLC 0.03% Add +14.7% 1,555 $757K
Sfm, LLC 0.44% Reduce -0.8% 1,555 $757K
Circle Wealth Management, LLC 0.01% Add +26.8% 1,550 $754K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.4% 1,548 $753K
Sherbrooke Park Advisers LLC 0.35% New 1,541 $750K
Interchange Capital Partners, LLC 0.15% Add +31.4% 1,536 $748K
Elevated Capital Advisors, LLC 0.19% Reduce -13.6% 1,537 $748K
West Family Investments, Inc. 0.17% Add +1.3% 1,535 $747K
Hoxton Planning & Management, LLC 0.24% Reduce -0.6% 1,524 $742K
Cordgrass Capital Advisors, LLC 0.18% Add +7.9% 1,522 $741K
Kestra Investment Management, LLC 0.02% Add +33.0% 1,513 $736K
Nova R Wealth, Inc. 0.31% Add +1.1% 1,508 $734K
FineMark National Bank & Trust 0.02% Reduce -5.5% 1,506 $733K
Obermeyer Wealth Partners 0.03% Reduce -60.1% 1,504 $732K
Aprio Wealth Management, LLC 0.07% Add +2.2% 1,504 $732K
New Hampshire Trust 0.14% Add +1.4% 1,500 $730K
Catalyst Funds Management Pty Ltd 0.11% New 1,500 $730K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.35% New 1,500 $730K
Csenge Advisory Group 0.03% Reduce -43.7% 1,499 $730K
Gilliland Jeter Wealth Management LLC 0.23% Reduce -30.0% 1,499 $730K
Conestoga Capital Advisors, LLC 0.01% No change 1,496 $728K
Atlatl Advisers LLC 0.29% Add +28.8% 1,495 $728K
L2 Asset Management, LLC 0.11% Add +8.7% 1,494 $727K
HWG Holdings LP 0.18% Add +5.1% 1,493 $727K
Lee Johnson Capital Management, LLC 0.24% Add +0.4% 1,490 $725K
Polymer Capital Management (HK) LTD 0.10% New 1,484 $722K
Goldstone Financial Group, LLC 0.08% Add +35.1% 1,466 $714K
Quotient Wealth Partners, LLC 0.02% Reduce -1.4% 1,465 $713K
Catalyst Financial Partners LLC 0.09% Add +1.0% 1,461 $711K
MQS Management LLC 0.41% New 1,447 $704K
Red Spruce Capital, LLC 0.29% No change 1,444 $703K
ICW Investment Advisors LLC 0.25% Add +10.9% 1,429 $696K
Navellier & Associates Inc. 0.07% No change 1,426 $694K
Caldwell Trust Co 0.06% Reduce -6.1% 1,426 $694K
Alpha Cubed Investments, LLC 0.02% Reduce -0.7% 1,425 $694K
Little House Capital LLC 0.16% Reduce -5.4% 1,425 $694K
Prosperity Financial Group, Inc. 0.25% Add +7.1% 1,409 $686K
Alpine Woods Capital Investors, LLC 0.16% Add +10.4% 1,408 $685K
Blueshift Asset Management, LLC 0.21% Add +165.5% 1,407 $685K
Mayflower Financial Advisors, LLC 0.09% Reduce -1.4% 1,392 $678K
Trueblood Wealth Management, LLC 0.26% Add +0.1% 1,388 $675K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -4.4% 1,379 $671K
SBI Securities Co., Ltd. 0.02% Reduce -19.0% 1,376 $670K
Mutual Advisors, LLC 0.01% Reduce -14.6% 1,385 $668K
Chapin Davis, Inc. 0.16% Add +17.2% 1,363 $663K
TrueWealth Advisors, LLC 0.18% Add +36.9% 1,362 $663K
Stonegate Investment Group, LLC 0.02% Reduce -1.7% 1,362 $663K
Formidable Asset Management, LLC 0.10% No change 1,355 $659K
Moneta Group Investment Advisors LLC 0.01% Add +2.4% 1,355 $659K
TD Private Client Wealth LLC 0.01% Add +0.8% 1,352 $658K
Beacon Bridge Wealth Partners, LLC 0.23% Add +23.7% 1,341 $653K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -9.4% 1,341 $653K
Sound Financial Strategies Group, LLC 0.48% Reduce -8.0% 1,340 $652K
Banco BTG Pactual S.A. 0.10% No change 1,340 $652K
Legacy Financial Advisors, Inc. 0.09% Reduce -2.6% 1,339 $652K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.6% 1,333 $649K
Parkside Financial Bank & Trust 0.05% Reduce -1.6% 1,329 $647K
Wesbanco Bank Inc. 0.02% Add +1.3% 1,328 $646K
Kathmere Capital Management, LLC 0.05% Add +1.0% 1,327 $646K
Norden Group LLC 0.07% Add +7.4% 1,323 $644K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -1.6% 1,322 $643K
First Affirmative Financial Network 0.30% Reduce -9.5% 1,302 $634K
Royal Capital Wealth Management, LLC 0.39% No change 1,300 $633K
Bank of Marin 0.45% No change 1,299 $632K
Principle Wealth Partners LLC 0.04% Reduce -0.9% 1,285 $626K
Howard Bailey Securities, LLC 0.18% Reduce -5.3% 1,285 $625K
Kingswood Wealth Advisors, LLC 0.04% Reduce -6.9% 1,269 $618K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +9.5% 1,267 $617K
Kendall Capital Management 0.14% Reduce -2.7% 1,265 $616K
Synovus Financial Corp. 0.01% Add +9.5% 1,264 $616K
Carnegie Investment Counsel 0.01% No change 1,259 $613K
HUB Investment Partners, LLC 0.02% Add +8.2% 1,257 $612K
Fiduciary Family Office, LLC 0.17% Reduce -12.0% 1,257 $612K
Heritage Trust Co 0.06% Add +1.5% 1,248 $607K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,242 $604K
Nilsine Partners, LLC 0.05% Add +23.0% 1,240 $604K
Joule Financial, LLC 0.18% No change 1,233 $600K
Peck Wealth Management, LLC 0.57% — 1,232 $600K
Ferguson Wellman Capital Management, Inc. 0.01% Add +2.6% 1,232 $600K
Westwood Holdings Group Inc. 0.00% Reduce -1.8% 1,223 $595K
Smithfield Trust Co 0.03% Reduce -2.3% 1,218 $594K
Country Club Bank 0.03% Reduce -0.5% 1,200 $590K
Scratch Capital LLC 0.39% New 1,211 $589K
Stamos Capital Partners, L.P. 0.11% Reduce -26.5% 1,211 $589K
Generali Investments CEE, investicni spolecnost, a.s. 0.04% Reduce -6.6% 1,211 $589K
Stratos Wealth Advisors, LLC 0.03% Add +21.1% 1,205 $587K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,204 $586K
Signet Investment Advisory Group, Inc. 0.28% No change 1,200 $584K
1248 Management, LLC 0.33% Reduce -28.6% 1,195 $582K
Fiduciary Alliance LLC 0.04% Add +0.8% 1,177 $573K
Paulson Wealth Management Inc. 0.13% No change 1,172 $570K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +120.5% 1,164 $566K
Smith Shellnut Wilson LLC 0.22% Add +10.5% 1,160 $565K
Red Door Wealth Management, LLC 0.06% No change 1,149 $559K
Woodstock Corp. 0.05% Reduce -3.0% 1,146 $558K
Heritage Family Offices, LLP 0.26% Reduce -1.5% 1,135 $553K
Osprey Private Wealth LLC 0.20% New 1,135 $552K
Larson Financial Group LLC 0.02% Reduce -1.8% 1,134 $552K
Rossby Financial, LCC 0.18% Reduce -3.0% 1,143 $551K
Perpetual Ltd 0.01% Add +33.4% 1,130 $550K
Level Four Advisory Services, LLC 0.02% Add +6.1% 1,129 $549K
Balefire, LLC 0.11% Add +6.6% 1,128 $549K
Childress Capital Advisors, LLC 0.10% Add +18.4% 1,126 $548K
Townsend Asset Management Corp. /NC/ 0.19% Reduce -16.0% 1,123 $547K
Heritage Wealth Management, Inc./Texas 0.24% No change 1,114 $542K
Unique Wealth Strategies, LLC 0.21% Add +3.6% 1,113 $542K
Sivia Capital Partners, LLC 0.15% Add +7.0% 1,111 $541K
Modern Wealth Management, LLC 0.01% Add +2.8% 1,107 $538K
Natural Investments, LLC 0.13% Add +0.2% 1,106 $538K
Atlas Legacy Advisors, LLC 0.10% Add +14.0% 1,105 $538K
Barr E S & Co. 0.03% No change 1,100 $535K
Petros Family Wealth, LLC 0.45% Add +4.9% 1,092 $531K
Winthrop Capital Management, LLC 0.13% Add +3.8% 1,090 $531K
CoreFirst Bank & Trust 0.29% Reduce -4.4% 1,090 $531K
Venture Visionary Partners LLC 0.02% Add +144.2% 1,089 $530K
LWM Advisory Services, LLC 0.31% Reduce -5.5% 1,088 $529K
Ascentis Wealth Management, LLC 0.13% Reduce -2.2% 1,085 $528K
Verdence Capital Advisors LLC 0.03% Add +3.8% 1,063 $528K
Concord Wealth Partners 0.07% Add +4.5% 1,078 $525K
Quent Capital, LLC 0.04% Reduce -0.4% 1,078 $524K
Shulman DeMeo Asset Management LLC 0.12% Reduce -0.7% 1,077 $524K
Headinvest, LLC 0.11% Add +9.2% 1,072 $522K
Waddell & Associates, LLC 0.04% No change 1,071 $521K
Embree Financial Group 0.07% Add +3.7% 1,069 $520K
United Community Bank 0.16% Add +7.5% 1,063 $517K
SeaCrest Wealth Management, LLC 0.05% Reduce -4.6% 1,067 $515K
Plotkin Financial Advisors, LLC 0.25% No change 1,057 $514K
Parallax Volatility Advisers, L.P. 0.02% Reduce -15.1% 1,056 $514K
Clarendon Private LLC 0.46% Reduce -5.4% 1,053 $513K
Portside Wealth Group, LLC 0.07% Reduce -1.6% 1,047 $510K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -5.3% 1,044 $508K
MRP Capital Investments, LLC 0.44% No change 963 $508K
Sigma Planning Corp 0.01% Reduce -35.7% 1,038 $505K
Dark Forest Capital Management LP 0.02% Reduce -89.7% 1,032 $502K
Evelyn Partners Investment Management (Europe) Ltd 0.17% No change 1,027 $500K
Regent Peak Wealth Advisors LLC 0.10% — 1,026 $499K
Insigneo Advisory Services, LLC 0.04% Reduce -0.6% 1,025 $499K
Ameliora Wealth Management Ltd. 0.17% Add +9.5% 1,025 $499K
Cambria Investment Management, L.P. 0.03% New 1,025 $499K
First National Bank & Trust Co. of Newtown 0.09% Reduce -0.3% 1,025 $499K
Harrell Investment Partners, LLC 0.12% Reduce -2.9% 1,025 $499K
Rosenblum Silverman Sutton S F Inc. 0.11% No change 1,024 $498K
Ayrshire Capital Management LLC 0.23% No change 1,023 $498K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -48.6% 1,015 $495K
Element Capital Management LLC 0.70% New 1,017 $495K
Applied Capital LLC 0.35% No change 1,017 $495K
Wilmington Savings Fund Society, FSB 0.01% Reduce -57.1% 1,016 $494K
Optas, LLC 0.08% Add +8.7% 1,015 $494K
Provenance Wealth Advisors, LLC 0.06% No change 1,014 $494K
Leo Wealth, LLC 0.06% Reduce -73.2% 1,014 $494K
1776 Wealth LLC 0.19% Reduce -3.6% 1,012 $493K
Versant Capital Management, Inc 0.07% Add +2.6% 1,012 $493K
Private Wealth Asset Management, LLC 0.06% Reduce -1.1% 1,012 $493K
W1M Investment Management Ltd 0.01% Reduce -1.2% 1,001 $487K
Waterway Wealth Management, LLC 0.12% New 1,000 $487K
Jefferies Financial Group Inc. 0.00% Reduce -16.7% 1,000 $487K
Gilbert & Cook, Inc. 0.06% Add +0.4% 994 $484K
Argyle Capital Partners, LLC 0.35% Add +22.7% 994 $484K
Wallace Advisory Group, LLC 0.39% Reduce -5.7% 916 $483K
Advisory Alpha, LLC 0.01% Add +103.0% 1,009 $481K
Cromwell Holdings LLC 0.26% No change 987 $480K
Colonial River Investments, LLC 0.18% Reduce -0.3% 986 $480K
Axxcess Wealth Management, LLC 0.01% Reduce -29.6% 986 $480K
Elgethun Capital Management 0.09% No change 983 $479K
Fosun International Ltd 0.18% No change 985 $479K
J.W. Cole Advisors, Inc. 0.01% Add +24.9% 983 $479K
Prudent Man Advisors, LLC 0.18% Reduce -50.0% 982 $478K
Center for Financial Planning, Inc. 0.05% Reduce -59.9% 978 $476K
Fulton Bank, N.A. 0.02% Reduce -13.6% 975 $475K
CNB Bank 0.20% Reduce -0.8% 971 $473K
Modera Wealth Management, LLC 0.01% Add +0.6% 966 $470K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -12.2% 962 $468K
Arete Wealth Advisors, LLC 0.03% Add +0.8% 957 $466K
PAX Financial Group, LLC 0.08% Add +1.8% 957 $466K
Stanley-Laman Group, Ltd. 0.07% Reduce -34.7% 956 $465K
Moss Adams Wealth Advisors LLC 0.04% Add +1.9% 955 $465K
Cornerstone Wealth Advisors, Inc. 0.11% No change 955 $465K
3Chopt Investment Partners, LLC 0.11% Add +6.6% 955 $465K
Accel Wealth Management 0.13% Reduce -9.5% 952 $463K
Zacks Investment Management 0.00% Add +98.8% 952 $463K
Summitry LLC 0.02% Add +7.5% 949 $462K
Balboa Wealth Partners 0.08% Reduce -1.0% 948 $462K
FSM Wealth Advisors, LLC 0.07% Add +12.5% 947 $461K
Dividend Assets Capital, LLC 0.08% No change 946 $460K
44 Wealth Management LLC 0.16% Add +1.2% 943 $459K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -42.6% 939 $457K
Founders Financial Alliance, LLC 0.09% Add +59.2% 933 $454K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.2% 932 $454K
Wolff Wiese Magana LLC 0.26% Add +1.5% 932 $454K
First Interstate Bank 0.03% Reduce -0.5% 932 $454K
Lafayette Investments, Inc. 0.09% Add +11.2% 931 $453K
Fiduciary Group, LLC 0.04% Add +2.1% 930 $453K
Tenon Financial LLC 0.23% No change 928 $452K
West Michigan Advisors, LLC 0.11% Reduce -1.5% 925 $450K
Stokes Capital Advisors, LLC 0.10% Add +15.7% 921 $448K
XML Financial, LLC 0.04% No change 921 $448K
Prestige Wealth Management Group LLC 0.09% Add +0.9% 920 $448K
Purkiss Capital Advisors LLC 0.21% New 920 $448K
Alpha Family Trust 0.21% No change 920 $448K
Gen-Wealth Partners Inc 0.15% Reduce -7.6% 915 $445K
Topsail Wealth Management, LLC 0.08% Add +9.1% 913 $444K
Strategic Blueprint, LLC 0.02% Add +0.6% 909 $443K
Grove Bank & Trust 0.05% Add +1.3% 906 $441K
Essential Partners LLC 0.15% Reduce -4.5% 905 $440K
Riverwater Partners LLC 0.18% Add +8.2% 901 $439K
Tilia Fiduciary Partners, Inc. 0.25% Reduce -15.9% 897 $436K
Concord Asset Management, LLC 0.08% Reduce -13.5% 893 $435K
SVB Wealth LLC 0.02% Reduce -10.6% 886 $431K
Howard Capital Management Group, LLC 0.03% No change 883 $430K
Mitchell Sinkler & Starr 0.19% Reduce -1.7% 882 $429K
Avalon Trust Co 0.03% Add +248.4% 878 $427K
Symphony Financial, Ltd. Co. 0.05% Reduce -73.2% 880 $427K
Matthew Goff Investment Advisor, LLC 0.07% Add +2.2% 874 $425K
CYBER HORNET ETFs LLC 0.27% Add +3.8% 873 $425K
Northstar Advisory Group, LLC 0.17% Reduce -6.9% 872 $424K
Amica Retiree Medical Trust 0.58% No change 871 $424K
Sentry Investment Management LLC 0.28% Reduce -46.2% 878 $424K
AssuredPartners Investment Advisors, LLC 0.09% Add +86.3% 868 $422K
Olde Wealth Management, LLC 0.13% — 852 $420K
Joel Isaacson & Co., LLC 0.02% No change 862 $420K
OneAscent Financial Services LLC 0.03% Reduce -17.1% 860 $418K
Linscomb Wealth, Inc. 0.02% Reduce -2.4% 860 $418K
Centerpoint Advisors, LLC 0.13% Add +2.5% 859 $418K
Revisor Wealth Management LLC 0.14% Reduce -14.1% 856 $418K
Philip James Wealth Mangement, LLC 0.05% Add +61.7% 857 $417K
Nwam LLC 0.02% Reduce -14.4% 866 $416K
Financial Consulate, Inc. 0.06% New 855 $416K
D.B. Root & Company, LLC 0.11% Reduce -18.9% 855 $416K
Meritage Portfolio Management 0.03% Reduce -8.7% 855 $416K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -11.7% 851 $414K
Wakefield Asset Management LLLP 0.11% Reduce -6.8% 851 $414K
Pekin Hardy Strauss, Inc. 0.04% Add +6.5% 849 $413K
Dudley Capital Management, LLC 0.19% Add +0.6% 848 $413K
D'Orazio & Associates, Inc. 0.05% Add +8.5% 845 $411K
Manchester Capital Management LLC 0.06% Reduce -2.5% 841 $409K
Azimuth Capital Investment Management LLC 0.01% No change 840 $409K
Optimize Financial Inc. 0.21% Add +15.9% 838 $408K
LM Advisors LLC 0.06% No change 834 $406K
ORG Partners LLC 0.08% Reduce -9.5% 832 $406K
Convergence Financial, LLC 0.06% No change 832 $405K
Elm3 Financial Group, LLC 0.33% Reduce -5.7% 831 $404K
Diversified Trust Co. 0.01% Add +10.9% 831 $404K
Cynosure Group, LLC 0.04% Reduce -50.5% 829 $403K
Bison Wealth, LLC 0.04% Add +14.7% 811 $403K
Acima Private Wealth, LLC 0.13% No change 826 $402K
Biltmore Family Office, LLC 0.06% Add +7.4% 826 $402K
George Kaiser Family Foundation 0.06% No change 826 $402K
Prescott Group Capital Management, L.L.C. 0.04% No change 826 $402K
CHICAGO TRUST Co NA 0.06% Add +0.4% 816 $397K
Capital Advisors, Ltd. LLC 0.04% No change 817 $397K
Sowell Financial Services LLC 0.02% Reduce -15.7% 815 $397K
Legato Capital Management LLC 0.04% No change 813 $396K
SummitTX Capital, L.P. 0.02% New 811 $395K
Family Capital Management, Inc. 0.19% Add +15.5% 805 $392K
Cobblestone Capital Advisors LLC 0.02% Add +3.5% 804 $391K
Dempze Nancy E 0.21% No change 800 $389K
CVA Family Office, LLC 0.05% Reduce -0.1% 800 $389K
Sovran Advisors, LLC 0.03% Add +11.7% 790 $388K
Emerald Advisers, LLC 0.01% Reduce -12.5% 797 $388K
Burford Brothers, Inc. 0.17% No change 795 $387K
Ledyard National Bank 0.03% Add +1.3% 795 $387K
McElhenny Sheffield Capital Management, LLC 0.09% Reduce -14.2% 791 $385K
Accelerate Investment Advisors LLC 0.26% Reduce -2.1% 790 $384K
Cache Advisors, LLC 0.07% No change 789 $384K
Cooper Financial Group 0.04% New 788 $384K
Arthur M. Cohen & Associates, LLC 0.06% No change 787 $383K
Consolidated Portfolio Review Corp 0.05% Add +1.2% 786 $382K
Whalen Wealth Management Inc. 0.22% Reduce -18.0% 782 $380K
International Assets Investment Management, LLC 0.03% No change 714 $378K
Banque Transatlantique SA 0.01% Reduce -22.7% 775 $377K
denkapparat Operations GmbH 0.24% No change 774 $377K
Caxton Associates LLP 0.01% Reduce -76.1% 774 $377K
MGB Wealth Management, LLC 0.11% Add +14.9% 771 $376K
Destination Wealth Management 0.01% Reduce -20.2% 768 $374K
Beck Mack & Oliver LLC 0.01% No change 765 $372K
Busey Bank 0.01% Reduce -0.4% 762 $371K
Simplicity Wealth,LLC 0.02% Reduce -48.7% 761 $370K
Cornerstone Wealth Management, LLC 0.02% Reduce -1.4% 760 $370K
Peterson Wealth Services 0.09% Add +193.9% 2,178 $370K
Strategy Asset Managers LLC 0.07% Add +1.1% 758 $369K
Wealthcare Advisory Partners LLC 0.01% Add +0.7% 757 $368K
Personal Cfo Solutions, LLC 0.06% Add +5.3% 755 $368K
Cidel Asset Management Inc. 0.02% No change 754 $367K
Integrated Investment Consultants, LLC 0.06% Reduce -0.7% 754 $367K
City State Bank 0.11% No change 751 $366K
LB Partners LLC 0.23% No change 750 $365K
Violich Capital Management, Inc. 0.04% No change 750 $365K
Somerset Group LLC 0.29% No change 750 $365K
Hardy Reed LLC 0.03% Add +2.5% 749 $365K
Mill Creek Capital Advisors, LLC 0.01% Add +1.4% 747 $364K
Bourgeon Capital Management LLC 0.07% No change 746 $363K
Ethos Financial Group, LLC 0.03% Reduce -0.3% 745 $363K
New Republic Capital, LLC 0.11% Add +0.1% 734 $357K
Sax Wealth Advisors, LLC 0.02% Add +4.6% 732 $356K
Signature Estate & Investment Advisors LLC 0.01% Reduce -23.5% 729 $355K
Gainplan LLC 0.15% Reduce -5.8% 729 $355K
Summit Global Investments 0.02% Reduce -2.0% 724 $352K
Hartford Funds Management Co LLC 0.03% Reduce -14.1% 719 $351K
Naviter Wealth, LLC 0.04% Add +2.3% 720 $350K
Graham Capital Management, L.P. 0.02% Reduce -73.9% 715 $348K
AG Asset Advisory, LLC 0.29% No change 714 $348K
Covestor Ltd 0.19% Add +2.9% 712 $347K
Philadelphia Trust Co. 0.02% No change 711 $346K
Shufro Rose & Co. LLC 0.03% No change 680 $346K
LVM Capital Management Ltd. 0.03% No change 707 $344K
Acorns Advisers, LLC 0.00% Add +21.1% 706 $344K
AGH Wealth Advisors, LLC 0.25% Reduce -0.1% 704 $343K
Avalon Capital Management 0.08% Add +8.0% 704 $343K
Anchor Capital Advisors LLC 0.01% No change 704 $343K
Northwest Bancshares, Inc. 0.06% Reduce -2.8% 703 $342K
Wellspring Financial Advisors, LLC 0.03% Reduce -25.1% 703 $342K
Boit C F David 0.15% No change 700 $341K
Citizens Business Bank 0.06% New 700 $341K
Great Diamond Partners, LLC 0.07% Add +0.9% 696 $339K
Phillips Wealth Planners LLC 0.28% Add +6.3% 707 $338K
Angeles Wealth Management, LLC 0.02% Reduce -1.0% 692 $337K
Wolverine Trading, LLC 0.01% New 684 $336K
Advus Financial Partners, LLC 0.08% Reduce -2.7% 689 $335K
Wealth Architects, LLC 0.03% Add +0.6% 685 $333K
Fourpath Capital Management, LLC 0.05% Reduce -3.4% 681 $331K
Integrated Advisors Network LLC 0.01% Reduce -5.8% 680 $331K
Ariadne Wealth Management, LP 0.15% Add +9.8% 658 $331K
Bank of Stockton 0.09% No change 678 $330K
Simmons Bank 0.02% Add +0.9% 676 $329K
Traveka Wealth, LLC 0.15% Add +2.9% 674 $328K
Community Financial Services Group, LLC 0.06% No change 663 $323K
Wealthspire Advisors, LLC 0.00% Reduce -36.5% 660 $321K
Meadow Creek Wealth Advisors LLC 0.21% Reduce -0.4% 680 $321K
Sculati Wealth Management, LLC 0.11% Reduce -7.2% 658 $320K
Stablepoint Partners, LLC 0.05% No change 654 $318K
SGL Investment Advisors, Inc. 0.13% Reduce -1.5% 640 $318K
Samalin Investment Counsel, LLC 0.11% Reduce -3.7% 654 $318K
Pasadena Private Wealth, LLC 0.05% No change 653 $318K
May Hill Capital, LLC 0.09% Reduce -0.8% 652 $317K
William Mack & Associates, Inc. 0.17% No change 651 $317K
Eclectic Associates Inc. 0.06% Add +0.1% 651 $317K
Liberty One Investment Management, LLC 0.02% Add +1.1% 650 $317K
Impact Capital Partners LLC 0.10% Reduce -0.5% 650 $316K
Seven Mile Advisory 0.05% Add +66.2% 650 $316K
University of Chicago 0.15% No change 650 $316K
Mattern Wealth Management LLC 0.06% Reduce -7.9% 649 $316K
Capital Planning Advisors, LLC 0.04% Reduce -3.3% 649 $316K
Index Fund Advisors, Inc. 0.02% Reduce -0.1% 646 $314K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -13.3% 645 $314K
Romano Brothers and Company 0.04% No change 641 $312K
Reliant Investment Management, LLC 0.12% Reduce -93.8% 640 $311K
Benchmark Investment Advisors LLC 0.18% — 638 $311K
180 Wealth Advisors, LLC 0.04% Reduce -2.0% 632 $308K
Breakwater Capital Group 0.05% No change 630 $307K
Veracity Capital LLC 0.10% Reduce -2.9% 628 $305K
Forbes J M & Co. LLP 0.03% Add +3.5% 627 $305K
Smith, Moore & Co. 0.02% Add +3.3% 623 $303K
Global Assets Advisory, LLC 0.09% Add +2.0% 622 $303K
Compass Ion Advisors, LLC 0.03% Reduce -0.5% 622 $303K
Isthmus Partners, LLC 0.04% Add +6.9% 622 $303K
Burney Co./ 0.01% Reduce -13.5% 621 $302K
Tyche Wealth Partners LLC 0.05% Add +1.5% 619 $301K
Advisor OS, LLC 0.03% Reduce -25.7% 619 $301K
Valmark Advisers, Inc. 0.00% Add +2.7% 618 $301K
Sand Hill Global Advisors, LLC 0.01% Reduce -2.2% 618 $301K
Carr Financial Group Corp 0.08% Add +1.8% 617 $300K
Ewa, LLC 0.08% Add +8.4% 616 $300K
Independent Financial Group, LLC 0.01% Reduce -5.5% 614 $299K
Broadway Wealth Solutions, Inc. 0.17% Add +5.2% 613 $299K
White Lighthouse Investment Management Inc. 0.05% Add +21.4% 613 $298K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% No change 612 $298K
Financial Partners Group, Inc 0.04% New 612 $298K
Virtue Capital Management, LLC 0.05% Add +2468.2% 11,531 $296K
Community Bank, N.A. 0.04% No change 609 $296K
Plancorp, LLC 0.01% Reduce -11.0% 605 $294K
Murphy & Mullick Capital Management Corp 0.22% No change 603 $293K
Canvas Wealth Advisors, LLC 0.05% Reduce -5.3% 611 $293K
TFC Financial Management, Inc. 0.04% No change 602 $293K
Ifrah Financial Services, Inc. 0.08% Reduce -1.6% 600 $292K
Paradigm Asset Management Co. LLC 0.07% No change 600 $292K
VeraBank, N.A. 0.05% Reduce -4.0% 597 $291K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 595 $290K
Courage Miller Partners, LLC 0.09% No change 595 $290K
Gould Asset Management LLC 0.05% No change 593 $289K
Sunbeam Capital Management, LLC 0.18% Add +0.2% 592 $288K
Kentucky Trust Co 0.16% No change 590 $287K
Portus Wealth Advisors, LLC 0.29% — 588 $286K
First Nebraska Trust Co 0.03% Add +3.4% 586 $285K
Victory Financial Group, LLC 0.04% Add +6.7% 586 $285K
Calydon Capital 0.05% Reduce -50.0% 581 $283K
Independent Wealth Network Inc. 0.09% Add +0.3% 580 $282K
Bouchey Financial Group, Ltd. 0.02% Reduce -1.0% 579 $282K
Cornerstone Wealth Group, LLC 0.02% No change 577 $281K
Marietta Investment Partners LLC 0.05% Add +1.1% 576 $280K
Bell Investment Advisors, Inc 0.05% Add +0.2% 576 $280K
Salem Investment Counselors Inc. 0.01% Reduce -3.5% 575 $280K
StrongBox Wealth, LLC 0.09% No change 575 $280K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +7.5% 574 $280K
Patten & Patten Inc. 0.02% No change 573 $279K
AMG National Trust Bank 0.01% No change 573 $279K
Attessa Capital LLC 0.16% Reduce -13.0% 571 $278K
Keynote Financial Services LLC 0.17% No change 570 $277K
KG Capital Management 0.08% Reduce -9.1% 568 $276K
Stratos Investment Management, LLC 0.01% Add +12.3% 566 $276K
Elyxium Wealth, LLC 0.10% Add +2.0% 566 $275K
Moneco Advisors, LLC 0.02% Reduce -16.5% 563 $274K
MJP Associates Inc. 0.04% Reduce -27.9% 562 $273K
Affinity Capital Advisors, LLC 0.04% No change 573 $273K
Eagle Wealth Strategies LLC 0.14% Add +12.4% 561 $273K
Counterpoint Mutual Funds LLC 0.02% New 560 $273K
Fort Washington Investment Advisors Inc. 0.00% Add +42.5% 560 $273K
Occidental Asset Management, LLC 0.03% Add +0.5% 559 $272K
HBW Advisory Services LLC 0.03% Add +12.8% 555 $270K
Net Worth Advisory Group 0.08% Reduce -2.5% 552 $268K
AA Financial Advisors, LLC 0.05% No change 551 $268K
AlphaQuest LLC 0.02% Add +379.1% 551 $268K
W.H. Cornerstone Investments Inc. 0.16% Reduce -24.4% 551 $268K
Compass Wealth Management LLC 0.06% No change 550 $268K
Innova Wealth Partners 0.14% Add +17.1% 549 $267K
Koshinski Asset Management, Inc. 0.02% Add +9.8% 549 $267K
Acadian Asset Management LLC 0.00% Reduce -97.0% 552 $267K
Financial Alternatives, Inc 0.16% No change 548 $267K
Cinctive Capital Management LP 0.01% Reduce -94.2% 548 $267K
Avidian Wealth Enterprises, LLC 0.01% Add +12.8% 546 $266K
Schneider Downs Wealth Management Advisors, LP 0.03% New 546 $266K
Huntleigh Advisors, Inc. 0.05% Reduce -14.4% 545 $265K
Ausdal Financial Partners, Inc. 0.01% New 542 $264K
Navera Investment Management Ltd. 0.01% No change 540 $263K
Aviso Wealth Management 0.11% Reduce -0.7% 537 $261K
Summit Securities Group LLC 0.09% Add +154.5% 537 $261K
Simon Quick Advisors, LLC 0.01% New 537 $261K
McDonald Partners LLC 0.08% Reduce -75.9% 534 $261K
Enterprise Financial Services Corp 0.13% Add +1.3% 536 $261K
Paragon Capital Management Ltd 0.05% No change 532 $259K
Goldstein Advisors, LLC 0.03% Reduce -6.7% 531 $258K
ArrowMark Colorado Holdings LLC 0.00% Reduce -27.4% 531 $258K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 531 $258K
Bristol Gate Capital Partners Inc. 0.02% Reduce -24.3% 530 $258K
Mezzasalma Advisors, LLC 0.07% No change 527 $256K
Partners Wealth Management, LLC 0.25% Reduce -0.2% 526 $256K
Ascent Wealth Partners, LLC 0.03% Reduce -5.1% 525 $256K
Dumont & Blake Investment Advisors LLC 0.06% No change 523 $255K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.50% Reduce -92.8% 523 $255K
Avantra Family Wealth, Inc. 0.19% Reduce -4.7% 522 $254K
Fox Run Management, L.L.C. 0.04% New 522 $254K
Wedge Capital Management L L P 0.00% Reduce -2.6% 522 $254K
LeClair Wealth Partners LLC 0.16% Reduce -60.5% 521 $254K
Trust Co. of Toledo NA 0.03% No change 521 $254K
Bragg Financial Advisors, Inc 0.01% Reduce -0.8% 521 $254K
Financial Perspectives, Inc 0.07% No change 519 $253K
Earned Wealth Advisors, LLC 0.04% Reduce -8.7% 515 $251K
McDaniel Terry & Co. 0.02% No change 515 $251K
Silver Lake Advisory, LLC 0.10% Reduce -3.6% 513 $250K
Diversified Enterprises, LLC 0.02% Reduce -23.5% 512 $249K
Wayfinding Financial, LLC 0.11% Add +0.2% 512 $249K
FDx Advisors, Inc. 0.07% Reduce -38.4% 512 $249K
GGM Financial LLC 0.12% Add +0.2% 509 $248K
Peak Planning Group, LLC 0.13% Add +0.2% 509 $248K
C M Bidwell & Associates Ltd. 0.12% Reduce -7.5% 508 $247K
Ashton Thomas Securities, LLC 0.03% Add +14.7% 507 $247K
Cascade Financial Partners, LLC 0.03% Reduce -4.2% 507 $247K
TCV Trust & Wealth Management, Inc. 0.02% New 507 $247K
Legacy Solutions, LLC 0.22% Reduce -1.9% 507 $247K
Traphagen Investment Advisors LLC 0.02% Add +0.6% 505 $246K
Impact Investors, Inc 0.16% Reduce -22.7% 505 $246K
CoreCap Advisors, LLC 0.01% Reduce -74.3% 500 $244K
Legacy Wealth Management, LLC / MS 0.07% No change 500 $243K
Marco Investment Management LLC 0.02% No change 500 $243K
LSV Asset Management 0.00% No change 500 $243K
Revolve Wealth Partners, LLC 0.03% Add +0.8% 499 $243K
1858 Wealth Management, LLC 0.17% Reduce -1.6% 496 $241K
Claret Asset Management Corp 0.03% Reduce -1.2% 494 $241K
Nicolet Bankshares Inc. 0.04% No change 495 $241K
Five Oceans Advisors 0.09% Reduce -5.5% 494 $240K
Portland Global Advisors LLC 0.03% No change 492 $239K
Rothschild Wealth LLC 0.05% Add +12.6% 492 $239K
Stegent Equity Advisors, Inc. 0.19% Reduce -39.5% 491 $239K
LeConte Wealth Management, LLC 0.16% Add +8.2% 491 $239K
Delta Investment Management, LLC 0.04% No change 491 $239K
Hengehold Capital Management LLC 0.02% Add +0.8% 490 $239K
Rothschild Capital Partners, LLC 0.06% No change 490 $238K
Gsa Capital Partners LLP 0.02% Reduce -81.2% 490 $238K
Key Financial Inc 0.04% Add +0.4% 489 $236K
Yukon Wealth Management, Inc. 0.08% Add +0.8% 482 $235K
Essex Financial Services, Inc. 0.01% New 478 $233K
Hendershot Investments Inc. 0.03% Reduce -9.3% 478 $233K
Central Pacific Bank - Trust Division 0.03% Reduce -3.0% 478 $233K
PFW Advisors LLC 0.07% Add +16.9% 477 $232K
Walkner Condon Financial Advisors LLC 0.04% Add +2.6% 476 $232K
Nalls Sherbakoff Group, LLC 0.16% No change 475 $231K
Security National Bank of So Dak 0.12% Reduce -1.3% 474 $231K
OneAscent Investment Solutions LLC 0.24% Reduce -0.2% 472 $230K
Ruggaard & Associates LLC 0.09% No change 472 $230K
United Advisor Group, LLC 0.03% New 472 $230K
San Luis Wealth Advisors LLC 0.04% Add +8.3% 470 $229K
Longboard Asset Management, LP 0.37% New 469 $228K
Pinnacle Bancorp, Inc. 0.07% Reduce -0.4% 467 $227K
Pinion Investment Advisors, LLC 0.06% Reduce -50.9% 463 $227K
Novak & Powell Financial Services, Inc. 0.12% No change 466 $227K
Laffer Tengler Investments, Inc. 0.04% Add +0.2% 463 $225K
AXS Investments LLC 0.07% Reduce -35.1% 462 $225K
Darwin Wealth Management, LLC 0.07% Add +5.0% 461 $225K
Catalina Capital Group, LLC 0.14% Add +1.5% 461 $224K
Sunpointe, LLC 0.08% Add +0.7% 461 $224K
Perennial Investment Advisors, LLC 0.02% Add +3.8% 460 $224K
IFC Advisors LLC 0.04% Add +1.1% 460 $224K
Hill Investment Group Partners, LLC 0.03% No change 460 $224K
Warwick Investment Management, Inc. 0.04% Add +3.6% 459 $224K
Physician Wealth Advisors, Inc. 0.03% Add +1.1% 458 $223K
Patton Fund Management, Inc. 0.04% No change 458 $223K
LVZ, Inc. 0.03% No change 456 $222K
Guardian Wealth Advisors, LLC / NC 0.01% Add +9.9% 455 $221K
Deseret Mutual Benefit Administrators 0.09% No change 455 $221K
Millstone Evans Group, LLC 0.14% No change 454 $221K
von Borstel & Associates, Inc. 0.03% New 449 $221K
Thoroughbred Financial Services, LLC 0.01% New 455 $221K
Wynn Capital, LLC 0.11% No change 454 $221K
Tribridge Partners Financial LLC 0.10% New 463 $221K
Kondo Wealth Advisors, Inc. 0.09% Reduce -4.8% 453 $220K
Rench Wealth Management, Inc. 0.06% New 452 $220K
Systematic Alpha Investments, LLC 0.01% No change 452 $220K
Avantax Planning Partners, Inc. 0.01% Add +14.3% 448 $218K
RFG Advisory, LLC 0.00% Reduce -18.7% 447 $218K
Financial Insights, Inc. 0.07% Add +3.0% 447 $218K
ClearAlpha Technologies LP 0.59% New 445 $217K
Moody National Bank Trust Division 0.02% No change 444 $216K
Pure Financial Advisors, LLC 0.00% Add +1.1% 444 $216K
General Partner, Inc. 0.12% No change 443 $216K
Single Point Partners, LLC 0.04% Reduce -7.3% 442 $215K
Canopy Partners, LLC 0.07% Reduce -11.9% 442 $215K
Lionshead Wealth Management, LLC 0.17% New 441 $215K
Flywheel Private Wealth LLC 0.17% No change 440 $214K
Valley Brook Capital Group, Inc. 0.14% Add +3.5% 440 $214K
Claris Financial LLC 0.12% New 439 $214K
Daner Wealth Management, LLC 0.14% New 450 $213K
National Philanthropic Trust 0.00% New 436 $212K
FWG Investments, LLC. 0.15% Reduce -21.2% 435 $212K
Parsonex Advisory Services, Inc. 0.14% Reduce -3.3% 435 $212K
2UniFi Bank 0.11% Add +295.4% 435 $212K
Moody LYNN Lieberson & Walker, LLC 0.01% Reduce -0.2% 435 $212K
West Bancorporation Inc. 0.12% Reduce -6.9% 434 $211K
Point72 Europe (London) LLP 0.01% Reduce -99.2% 434 $211K
Catalyst Capital Advisors LLC 0.00% Reduce -52.1% 434 $211K
Montecito Bank & Trust 0.03% — 431 $210K
BIP Wealth, LLC 0.01% New 431 $210K
Greenspring Advisors, LLC 0.04% — 430 $209K
Lake Street Private Wealth, LLC 0.03% Reduce -1.4% 428 $208K
Oarsman Capital, Inc. 0.03% New 426 $207K
Texas Capital Bank Wealth Management Services Inc 0.02% New 426 $207K
Tanager Wealth Management LLP 0.02% New 425 $207K
TFR Capital, LLC. 0.07% Reduce -2.3% 424 $206K
Integris Wealth Management, LLC 0.05% Add +5.5% 422 $205K
Omnia Family Wealth, LLC 0.07% Add +3.4% 421 $205K
High Probability Advisors, LLC 0.03% No change 419 $204K
Financial Advisors Network, Inc. 0.03% No change 418 $203K
Kapstone Financial Advisors LLC 0.10% New 416 $202K
Motive Wealth Advisors 0.09% Add +1.2% 416 $202K
McAdam, LLC 0.01% New 414 $202K
Teramo Advisors, LLC 0.07% No change 414 $201K
Aspire Growth Partners LLC 0.15% Add +0.7% 414 $201K
Cairn Investment Group, Inc. 0.09% No change 414 $201K
Wealth Advisory Solutions, LLC 0.05% No change 412 $201K
Requisite Capital Management, LLC 0.03% New 412 $201K
Westfuller Advisors, LLC 0.09% New 411 $200K
Braun-Bostich & Associates Inc. 0.13% Reduce -1.4% 411 $200K
Berman McAleer LLC 0.03% — 411 $200K
Lanark Financial, Inc. 0.02% Add +6.5% 411 $200K
Park Place Capital Corp 0.04% Reduce -12.1% 401 $195K
Richardson Capital Management LLC 0.09% No change 400 $195K
Root Financial Partners, LLC 0.01% New 397 $193K
Tompkins Financial Corp. 0.02% No change 386 $188K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +11.9% 375 $183K
Bank of New Hampshire 0.04% No change 365 $178K
Harbour Investments, Inc. 0.00% Add +7.7% 365 $178K
Quarry LP 0.05% Reduce -25.6% 364 $177K
State of Wyoming 0.02% Add +50.8% 362 $176K
Osterweis Capital Management Inc. 0.01% No change 360 $175K
American National Bank & Trust 0.02% Add +1.4% 355 $173K
USA Financial Formulas 0.03% Reduce -26.7% 348 $169K
Oakworth Capital, Inc. 0.01% Add +0.9% 344 $167K
St Germain D J Co. Inc. 0.01% Reduce -2.9% 340 $165K
SOA Wealth Advisors, LLC. 0.03% Add +0.6% 15,307 $164K
iSAM Funds (UK) Ltd 0.03% New 336 $164K
Security National Bank 0.03% No change 335 $163K
Evermay Wealth Management LLC 0.02% No change 335 $163K
Y.D. More Investments Ltd 0.01% Add +14.5% 332 $162K
Saranac Partners Ltd 0.03% Reduce -31.3% 330 $161K
Clearstead Trust, LLC 0.03% Reduce -23.8% 326 $159K
Crewe Advisors LLC 0.01% Reduce -3.3% 322 $157K
Ameritas Advisory Services, LLC 0.01% Reduce -20.5% 318 $155K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +1.6% 317 $154K
Addison Advisors LLC 0.04% Reduce -0.6% 316 $154K
Goldstream Capital Management Ltd 0.05% No change 309 $150K
Hemington Wealth Management 0.02% Add +10.9% 306 $148K
HighMark Wealth Management LLC 0.06% No change 300 $146K
Webster Bank, N. A. 0.01% Add +4.4% 286 $139K
Princeton Global Asset Management LLC 0.02% No change 284 $138K
DHJJ Financial Advisors, Ltd. 0.05% No change 281 $137K
Hilltop National Bank 0.03% Add +24.1% 278 $135K
WPG Advisers, LLC 0.10% Add +0.4% 274 $133K
Caitong International Asset Management Co., Ltd 0.09% New 272 $132K
Roehl & Yi Investment Advisors, LLC 0.06% New 15,117 $130K
Financial Network Wealth Advisors LLC 0.14% Add +7.5% 258 $126K
Evelyn Partners Asset Management Ltd 0.03% Add +2041.7% 257 $125K
Arlington Trust Co LLC 0.02% No change 253 $123K
Financial Management Professionals, Inc. 0.01% Add +2.5% 247 $120K
Bruce G. Allen Investments, LLC 0.09% Reduce -2.8% 246 $120K
Operose Advisors LLC 0.03% Reduce -4.3% 245 $119K
YANKCOM Partnership 0.05% No change 240 $117K
HHM Wealth Advisors, LLC 0.01% Reduce -2.9% 238 $116K
Promus Capital, LLC 0.07% No change 236 $115K
GoalVest Advisory LLC 0.02% No change 224 $109K
Hanson & Doremus Investment Management 0.01% Add +9.8% 224 $109K
Medallion Wealth Advisors, LLC 0.04% No change 211 $103K
BOK Financial Private Wealth, Inc. 0.01% No change 211 $103K
PFS Partners, LLC 0.05% No change 210 $102K
Painted Porch Advisors LLC 0.04% No change 209 $102K
First Command Advisory Services, Inc. 0.00% No change 206 $100K
BSN CAPITAL PARTNERS Ltd 0.01% No change 194 $100K
Goodman Advisory Group, LLC 0.02% Reduce -96.8% 203 $99K
Tortoise Investment Management, LLC 0.01% Add +0.5% 203 $99K
Ransom Advisory, Ltd 0.04% No change 200 $97K
Rise Advisors, LLC 0.03% Add +2.0% 199 $97K
Asset Dedication, LLC 0.01% Add +3.2% 196 $95K
Atwood & Palmer Inc. 0.01% No change 193 $94K
Geneos Wealth Management Inc. 0.00% Reduce -91.7% 192 $94K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -6.6% 185 $90K
MV Capital Management, Inc. 0.01% No change 183 $89K
Wellington Shields Capital Management, LLC 0.01% No change 181 $88K
TD Capital Management LLC 0.01% Reduce -23.1% 180 $87K
Aster Capital Management (DIFC) Ltd 0.04% New 176 $86K
Accredited Wealth Management, LLC 0.06% Reduce -54.3% 80 $85K
Mascoma Wealth Management LLC 0.02% No change 174 $85K
Ancora Advisors LLC 0.00% No change 173 $84K
Golden State Wealth Management, LLC 0.01% No change 170 $83K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 168 $82K
Truvestments Capital LLC 0.01% Add +82.4% 166 $81K
Hager Investment Management Services, LLC 0.04% No change 164 $80K
Citizens National Bank Trust Department 0.01% No change 161 $78K
Salomon & Ludwin, LLC 0.01% Add +710.0% 162 $78K
Vision Financial Markets LLC 0.06% No change 156 $76K
MCF Advisors LLC 0.00% No change 156 $76K
Rosenberg Matthew Hamilton 0.02% Add +13.4% 152 $74K
True Wealth Design, LLC 0.02% Reduce -0.7% 150 $73K
Albion Financial Group 0.00% No change 150 $73K
Chilton Capital Management LLC 0.00% Reduce -51.3% 150 $73K
Elevation Wealth Partners, LLC 0.03% Add +13.1% 147 $72K
Clean Yield Group 0.02% No change 146 $71K
Indiana Trust & Investment Management Co 0.02% No change 145 $71K
Westside Investment Management, Inc. 0.01% Add +84.8% 146 $70K
JFS Wealth Advisors, LLC 0.00% No change 144 $70K
Archer Investment Corp 0.02% No change 141 $69K
Sunbelt Securities, Inc. 0.00% Reduce -85.6% 138 $67K
S&T Bank 0.02% No change 131 $64K
DT Investment Partners, LLC 0.01% No change 129 $63K
Steigerwald, Gordon & Koch Inc. 0.01% New 128 $62K
Fortitude Family Office, LLC 0.02% No change 127 $62K
Mechanics Financial Corp 0.02% No change 125 $61K
JNBA Financial Advisors 0.01% New 123 $60K
Compound Global Advisors, LLC 3.22% No change 122 $59K
Richardson Financial Services Inc. 0.04% Reduce -87.6% 121 $59K
LRI Investments, LLC 0.00% Reduce -0.0% 17,534 $58K
Pinnacle Holdings, LLC 0.02% New 115 $56K
Missouri Trust & Investment Co 0.02% No change 115 $56K
Sagard Holdings Management Inc. 0.28% No change 114 $55K
United Financial Planning Group LLC 0.03% — 114 $55K
Frazier Financial Advisors, LLC 0.03% Reduce -18.3% 112 $55K
Hollencrest Capital Management 0.00% No change 111 $54K
CBIZ Investment Advisory Services, LLC 0.00% Add +13.4% 110 $54K
Nvwm, LLC 0.01% No change 110 $54K
Disciplina Capital Management LLC 0.01% Add +0.9% 110 $53K
Dagco, Inc. 0.01% No change 107 $52K
Geo Capital Gestora de Recursos Ltd 0.10% Reduce -3.6% 106 $52K
FSA Wealth Management LLC 0.02% No change 105 $51K
New Millennium Group LLC 0.02% No change 104 $51K
Anfield Capital Management, LLC 0.01% Reduce -6.5% 101 $49K
SouthState Bank Corp 0.00% Reduce -60.5% 100 $49K
Centennial Bank 0.02% No change 100 $49K
Washington Trust Advisors, Inc. 0.00% Add +163.2% 100 $49K
Bangor Savings Bank 0.00% Reduce -2.0% 99 $48K
Kathleen S. Wright Associates Inc. 0.02% No change 100 $48K
GPS Wealth Strategies Group, LLC 0.01% No change 98 $48K
Global Wealth Strategies & Associates 0.01% New 97 $47K
Wealth Watch Advisors, INC 0.02% New 96 $47K
KERR FINANCIAL PLANNING Corp 0.07% — 95 $47K
Dunhill Financial, LLC 0.02% Add +13.1% 95 $46K
West Branch Capital LLC 0.01% Reduce -5.3% 90 $44K
Fortis Group Advisors, LLC 0.01% No change 90 $44K
Rational Advisors, Inc. 0.00% Add +25.0% 90 $44K
Alpine Bank Wealth Management 0.01% No change 89 $43K
Lavaca Capital LLC 0.01% No change 87 $42K
McIlrath & Eck, LLC 0.00% No change 87 $42K
Valley National Advisers Inc. 0.01% Reduce -37.3% 89 $42K
Walleye Capital LLC 0.00% Reduce -99.9% 84 $41K
TruNorth Capital Management, LLC 0.01% Add +937.5% 83 $40K
Sachetta, LLC 0.01% No change 80 $39K
Sound Income Strategies, LLC 0.00% Add +1.3% 80 $39K
Ameriflex Group, Inc. 0.01% Add +171.4% 76 $37K
Glen Eagle Advisors, LLC 0.01% No change 75 $37K
Palisade Asset Management, LLC 0.00% New 74 $36K
First Pacific Financial 0.01% Add +51.0% 74 $36K
Solstein Capital, LLC 0.02% No change 73 $36K
BankPlus Trust Department 0.01% No change 71 $35K
Transamerica Financial Advisors, LLC 0.00% Add +7000.0% 71 $35K
Pingora Partners LLC 0.02% No change 70 $34K
Resources Management Corp. /CT/ 0.00% No change 70 $34K
Howard Hughes Medical Institute 0.02% No change 68 $33K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -19.1% 68 $33K
Meeder Asset Management Inc. 0.00% Reduce -67.0% 67 $33K
Armstrong Advisory Group, Inc. 0.00% No change 65 $32K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 64 $31K
Boyd Watterson Asset Management LLC 0.01% Reduce -71.3% 64 $31K
Abound Wealth Management 0.01% No change 61 $30K
Raffa Wealth Management, LLC 0.01% Add +10.9% 61 $30K
Nova Wealth Management, Inc. 0.02% Reduce -7.6% 61 $30K
J.Safra Asset Management Corp 0.00% New 60 $29K
Smallwood Wealth Investment Management, LLC 0.01% Add +7.1% 60 $29K
Noble Wealth Management PBC 0.02% — 59 $29K
Private Wealth Management Group, LLC 0.01% No change 59 $29K
Clarity Asset Management, Inc. 0.02% Reduce -1.7% 57 $28K
Virtus Advisers, LLC 0.02% Reduce -89.8% 56 $27K
Creative Capital Management Investments LLC 0.01% Add +30.2% 56 $27K
Ogorek Anthony Joseph /NY/ 0.01% Add +3.6% 57 $27K
Cheviot Value Management, LLC 0.00% No change 52 $26K
MTM Investment Management, LLC 0.01% No change 52 $25K
Aspect Partners, LLC 0.01% Add +6.3% 51 $25K
Aventus Investment Advisors, Inc. 0.02% No change 50 $24K
Dogwood Wealth Management LLC 0.01% Add +36.1% 49 $24K
Absoluto Partners Gestao de Recursos Ltda 0.02% Reduce -88.5% 48 $23K
Cloud Capital Management, LLC 0.01% New 46 $22K
Greykasell Wealth Strategies, Inc. 0.01% New 44 $21K
Financial Life Planners 0.01% New 43 $21K
Hazlett, Burt & Watson, Inc. 0.01% Add +29.4% 44 $21K
Highline Wealth Partners LLC 0.01% Add +38.7% 43 $21K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Reduce -10.4% 43 $21K
FWL Investment Management, LLC 0.01% Add +72.0% 43 $21K
Activest Wealth Management 0.00% Add +152.9% 43 $21K
Valued Wealth Advisors LLC 0.01% No change 42 $21K
Bfsg, LLC 0.00% No change 42 $20K
SJS Investment Consulting Inc. 0.00% Add +550.0% 39 $19K
Financial Gravity Asset Management, Inc. 0.00% — 38 $18K
Investors Research Corp 0.00% No change 37 $18K
Battery Global Advisors, LLC 0.01% No change 36 $18K
Advanced Portfolio Management, LLC 0.05% New 36 $18K
Marquette Asset Management, LLC 0.00% New 36 $18K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -86.4% 3 $18K
Global Trust Asset Management, LLC 0.01% Add +337.5% 35 $17K
Avion Wealth 0.00% Reduce -2.8% 35 $17K
Fairscale Capital, LLC 0.01% No change 32 $16K
Wealth Preservation Advisors, LLC 0.01% Add +3100.0% 32 $16K
Rialto Wealth Management, LLC 0.00% No change 31 $15K
Bare Financial Services, Inc 0.00% Add +34.8% 31 $15K
Kilter Group LLC 0.01% Reduce -9.1% 30 $15K
Legacy Wealth Managment, LLC 0.01% No change 30 $15K
Guerra Advisors Inc 0.01% New 30 $15K
High Note Wealth, LLC 0.00% Add +3.5% 30 $15K
Coastline Trust Co 0.00% No change 30 $15K
Red Tortoise LLC 0.01% No change 30 $15K
Quest 10 Wealth Builders, Inc. 0.01% No change 30 $14K
Park Square Financial Group, LLC 0.06% Reduce -55.4% 29 $14K
Hughes Financial Services, LLC 0.00% Reduce -15.2% 28 $14K
Creekmur Asset Management LLC 0.00% No change 27 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $13K
Contravisory Investment Management, Inc. 0.00% Add +145.4% 27 $13K
IMG Wealth Management, Inc. 0.01% No change 26 $13K
North Star Investment Management Corp. 0.00% No change 26 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +76.9% 23 $11K
Main Street Group, LTD 0.00% No change 23 $11K
Altshuler Shaham Ltd 0.00% Add +35.3% 23 $11K
Cedar Mountain Advisors, LLC 0.00% No change 22 $11K
Maseco LLP 0.00% No change 21 $10K
Rakuten Securities, Inc. 0.00% Add +600.0% 21 $10K
Beaird Harris Wealth Management, LLC 0.00% Add +11.1% 20 $10K
Tacita Capital Inc 0.01% New 20 $10K
Binnacle Investments Inc 0.01% No change 20 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 17 $9K
Copia Wealth Management 0.01% No change 19 $9K
Gables Capital Management Inc. 0.00% No change 18 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 18 $9K
Heritage Wealth Advisors 0.00% No change 18 $9K
Country Trust Bank 0.00% Add +5.9% 18 $9K
LFA - Lugano Financial Advisors SA 0.00% No change 17 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 17 $8K
Clark Wealth Partners 0.00% New 15 $8K
HFM Investment Advisors, LLC 0.00% No change 16 $8K
Alexis Investment Partners, LLC 0.00% New 16 $8K
First PREMIER Bank 0.00% No change 14 $7K
Fairman Group, LLC 0.01% No change 14 $7K
Principia Wealth Advisory, LLC 0.00% Add +16.7% 14 $7K
Corsicana & Co. 0.00% — 14 $7K
Horizon Financial Services, LLC 0.00% New 14 $7K
Sittner & Nelson, LLC 0.00% No change 14 $7K
Quaker Wealth Management, LLC 0.00% Reduce -93.4% 14 $7K
Creative Financial Designs Inc. 0.00% Reduce -50.0% 14 $7K
Imprint Wealth LLC 0.02% — 13 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +30.0% 13 $6K
Grey Fox Wealth Advisors, LLC 0.00% New 13 $6K
Harvest Fund Management Co., Ltd 0.00% Reduce -92.2% 12 $6K
Texas Capital Bancshares Inc 0.00% New 12 $6K
Front Row Advisors LLC 0.00% No change 12 $6K
Pineridge Advisors LLC 0.00% Reduce -42.9% 12 $6K
Trifecta Capital Advisors, LLC 0.00% No change 12 $6K
N.E.W. Advisory Services LLC 0.00% No change 12 $6K
LGT Financial Advisors LLC 0.01% No change 11 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 11 $5K
Pacifica Partners Inc. 0.00% Add +120.0% 11 $5K
Roble, Belko & Company, Inc 0.00% New 10 $5K
Delos Wealth Advisors, LLC 0.00% No change 10 $5K
Redmont Wealth Advisors LLC 0.01% No change 10 $5K
South Plains Financial, Inc. 0.00% No change 10 $5K
Mark Sheptoff Financial Planning, LLC 0.00% Add +150.0% 10 $5K
Stuart Chaussee & Associates, Inc. 0.00% No change 10 $5K
WealthCollab, LLC 0.00% Add +50.0% 9 $4K
Twin Lakes Capital Management, LLC 0.00% No change 8 $4K
NFSG Corp 0.00% Reduce -77.1% 8 $4K
Friedenthal Financial 0.00% No change 8 $4K
Core Alternative Capital 0.00% No change 8 $4K
Proffitt & Goodson Inc. 0.00% New 8 $4K
Barrett & Company, Inc. 0.00% No change 7 $3K
Tidemark, LLC 0.00% No change 7 $3K
Crews Bank & Trust 0.00% No change 7 $3K
Heartwood Wealth Advisors LLC 0.00% New 7 $3K
Sawyer & Company, Inc 0.00% No change 5 $3K
PayPay Securities Corp 0.11% No change 6 $3K
Burkett Financial Services, LLC 0.00% No change 6 $3K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -45.5% 6 $3K
North Capital, Inc. 0.00% New 5 $2K
Davis Capital Management 0.00% — 5 $2K
Caitlin John, LLC 0.00% New 5 $2K
American Capital Advisory, LLC 0.00% Add +25.0% 5 $2K
1620 Investment Advisors, Inc. 0.00% No change 4 $2K
Cedar Wealth Management, LLC 0.00% No change 4 $2K
Godsey & Gibb, Inc. 0.00% New 4 $2K
Kimelman & Baird, LLC 0.00% No change 3 $1K
Vermillion Wealth Management, Inc. 0.00% New 3 $1K
IMA Advisory Services, Inc. 0.00% No change 3 $1K
DecisionPoint Financial, LLC 0.00% No change 3 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 3 $1K
Seneschal Advisors, LLC 0.00% New 2 $974
E Fund Management (Hong Kong) Co., Ltd. 0.00% Reduce -98.4% 2 $973
Hurley Capital, LLC 0.00% New 2 $973
Sellwood Investment Partners LLC 0.00% New 2 $973
Stone House Investment Management, LLC 0.00% New 2 $973
Cornerstone Planning Group LLC 0.00% Reduce -85.7% 36 $629
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $487
Winnacle Wealth LLC 0.00% New 1 $487
Breakwater Investment Management 0.00% New 1 $487

"% of holder's portfolio" is SPGI's weight in each manager's 13F, not the share of S&P Global Inc. the manager owns.