Ss&c Technologies HoldingsSSNC

13F holders, Q3 2024 (September 30)
663holders +88
111new positions
28sold out
10famous investors
$74.21avg. 13F price*

At the end of Q3 2024, 663 institutions reported holding Ss&c Technologies Holdings (SSNC) in their 13F filings, up 88 from Q2 2024. 111 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($1.8B), Vanguard Group Inc. ($1.5B) and Janus Henderson Group PLC ($1.2B). 10 famous investors held it, including Ken Griffin (0.3% of Citadel Advisors's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Ss&c Technologies Holdings
CUSIP
78467J100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 570Q1 2024Q2 2024: 575Q2 2024Q3 2024: 663Q3 2024Q4 2024: 649Q4 2024Q1 2025: 718Q1 2025Q2 2025: 692Q2 2025Q3 2025: 722Q3 2025Q4 2025: 758Q4 2025Q1 2026: 721Q1 2026Q2 2026: 726Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$334.6M
Exits28$41.9M

All 13F filers, Q2 2024 → Q3 2024: 14,018,264 shares bought and 12,137,352 shares sold, net +1,880,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 663 holders

BlackRock, Inc. 0.04% — 24,266,543 $1.8B
Vanguard Group Inc. 0.03% Add +0.3% 19,975,588 $1.5B
Janus Henderson Group PLC 0.61% Add +5.4% 16,059,475 $1.2B
Pzena Investment Management LLC 3.03% Reduce -10.9% 12,663,903 $939.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.28% Reduce -2.6% 7,596,843 $563.8M
State Street Corp. 0.02% Add +2.2% 5,624,174 $417.4M
Burgundy Asset Management Ltd. 3.76% Add +3.5% 5,117,559 $379.8M
Cantillon Capital Management LLC 2.05% Reduce -2.9% 4,507,186 $334.5M
FMR LLC 0.02% Add +1.5% 3,984,057 $295.7M
Citadel Advisors 0.30% Add +7.5% 3,801,210 $282.1M
T. Rowe Price Associates Inc. 0.03% Reduce -3.9% 3,781,174 $280.6M
Geode Capital Management, LLC 0.02% Add +1.8% 3,621,022 $268.1M
Durable Capital Partners LP 1.77% Reduce -12.2% 3,263,508 $242.2M
Dimensional Fund Advisors LP 0.05% Add +7.5% 2,899,924 $215.2M
Franklin Resources Inc. 0.06% Reduce -23.0% 2,797,029 $211.5M
Norges Bank 0.03% Reduce -5.2% 2,643,498 $196.2M
Alkeon Capital Management LLC 0.94% Add +9.3% 2,316,252 $171.9M
Turtle Creek Asset Management Inc. 3.74% Reduce -24.9% 2,100,941 $155.9M
Shapiro Capital Management LLC 3.86% Reduce -5.0% 1,663,587 $123.5M
Snyder Capital Management L P 2.47% Add +6.7% 1,602,860 $118.9M
Fort Washington Investment Advisors Inc. 0.71% Reduce -0.3% 1,568,512 $116.4M
Swedbank AB 0.14% Add +1.1% 1,491,961 $110.7M
AQR Capital Management 0.15% Add +17.6% 1,489,616 $109.8M
Boston Partners 0.12% Reduce -2.8% 1,378,159 $102.3M
Bank of America Corp. 0.01% Reduce -4.3% 1,355,084 $100.6M
GMT Capital Corp 4.00% Reduce -2.3% 1,351,900 $100.3M
Vulcan Value Partners, LLC 1.66% Reduce -30.4% 1,335,870 $99.1M
Northern Trust Corp. 0.02% Reduce -7.2% 1,291,231 $95.8M
Bank of New York Mellon Corp 0.02% Reduce -0.2% 1,286,631 $95.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -1.0% 1,285,109 $95.4M
Victory Capital Management Inc. 0.08% Reduce -7.9% 1,168,294 $86.7M
Mackenzie Financial Corp. 0.12% Add +0.1% 1,153,316 $85.6M
Legal & General Group Plc 0.02% Add +0.9% 1,093,301 $81.1M
Capital International Investors 0.02% Add +0.2% 1,073,292 $79.6M
Capital Research Global Investors 0.02% Reduce -0.0% 1,058,721 $78.6M
California Public Employees Retirement System 0.05% Reduce -3.5% 991,885 $73.6M
Two Sigma Investments, LP 0.17% Add +1817.6% 988,508 $73.4M
Cornerstone Investment Partners, LLC 3.49% Reduce -4.4% 950,375 $70.5M
Qube Research & Technologies Ltd 0.13% Add +109.2% 922,535 $68.5M
Morgan Stanley 0.00% Reduce -0.2% 905,601 $67.2M
Robeco Institutional Asset Management B.V. 0.13% Add +44.2% 897,198 $66.6M
Panagora Asset Management Inc. 0.31% Reduce -5.3% 887,830 $65.9M
Amundi 0.02% Add +7.2% 874,398 $64.4M
Oldfield Partners LLP 13.33% Reduce -22.5% 849,800 $63.1M
Hudson Way Capital Management LLC 7.72% Add +11.9% 828,269 $61.5M
Greenhouse Funds LLLP 2.94% New 803,019 $59.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.5% 795,012 $59.0M
Progeny 3, Inc. 4.87% Add +4.0% 781,600 $58.0M
New South Capital Management Inc. 2.16% Reduce -1.6% 710,259 $52.7M
UBS Group AG 0.01% Add +54.6% 696,348 $51.7M
Brandes Investment Partners, LP 0.57% Reduce -8.9% 682,010 $50.6M
Swiss National Bank 0.03% Add +0.3% 660,700 $49.0M
Ameriprise Financial Inc. 0.01% Add +0.3% 658,160 $48.8M
Goldman Sachs Group Inc. 0.01% Add +11.1% 657,723 $48.8M
Senator Investment Group LP 2.29% New 650,000 $48.2M
Baron Capital (BAMCO) 0.12% Reduce -2.0% 629,856 $46.7M
Sunriver Management LLC 5.70% Reduce -24.1% 624,955 $46.4M
Natixis Advisors, LLC 0.09% Add +6.8% 597,888 $44.4M
Point72 Asset Management 0.16% Add +250.9% 593,700 $44.1M
North Star Asset Management Inc. 1.98% Add +0.3% 593,482 $44.0M
Wells Fargo & Company 0.01% Reduce -0.3% 581,561 $43.2M
Junto Capital Management LP 0.96% New 577,558 $42.9M
Anchor Capital Advisors LLC 1.12% Reduce -4.3% 569,665 $42.3M
LSV Asset Management 0.09% Reduce -1.9% 542,673 $40.3M
National Pension Service 0.04% Add +5.4% 530,166 $39.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +9.1% 525,197 $39.0M
Millennium Management 0.03% Reduce -84.7% 521,156 $38.7M
Lakewood Capital Management, LP 3.15% Add +46.8% 520,954 $38.7M
Sequoia Financial Advisors, LLC 0.41% Add +0.0% 511,633 $38.0M
JPMorgan Chase & Co. 0.00% Reduce -13.8% 496,310 $36.8M
Susquehanna International Group, LLP 0.06% Add +173.4% 495,126 $36.7M
First Trust Advisors LP 0.04% Reduce -2.9% 494,974 $36.7M
California State Teachers Retirement System 0.04% Add +5.4% 478,781 $35.5M
Great Lakes Advisors, LLC 0.29% Reduce -5.5% 460,481 $34.2M
Deutsche Bank AG 0.01% Reduce -7.1% 444,553 $33.0M
Invenomic Capital Management LP 1.76% Reduce -34.8% 429,493 $31.9M
Two Sigma Advisers, LP 0.07% Add +433.9% 415,400 $30.8M
Envestnet Asset Management Inc. 0.01% Reduce -2.5% 415,226 $30.8M
Raymond James & Associates 0.02% Add +7.4% 412,006 $30.6M
Nuveen Asset Management, LLC 0.01% Add +0.1% 406,540 $30.2M
Invesco Ltd. 0.01% Add +12.2% 397,751 $29.5M
Mangrove Partners Im, LLC 2.85% No change 392,055 $29.1M
Cubist Systematic Strategies, LLC 0.44% Add +3701.6% 388,708 $28.8M
Russell Investments Group, Ltd. 0.04% Add +14.1% 370,544 $27.5M
Sixth Street Partners Management Company, L.P. 3.52% No change 350,000 $26.0M
ZWJ Investment Counsel Inc. 0.97% Add +2.8% 319,275 $23.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -14.3% 315,049 $23.3M
Acadian Asset Management LLC 0.07% Add +2320.7% 313,771 $23.3M
Kodai Capital Management LP 0.47% Add +72.3% 306,512 $22.7M
Public Employees Retirement Association of Colorado 0.09% Add +42.3% 293,142 $21.8M
Capital Investment Services of America, Inc. 2.07% Reduce -7.1% 291,872 $21.7M
Reinhart Partners, Llc. 0.80% Reduce -6.6% 284,617 $21.1M
Korea Investment CORP 0.05% Reduce -25.7% 284,114 $21.1M
Rhumbline Advisers 0.02% Reduce -0.7% 284,102 $21.1M
Heron Bay Capital Management 4.38% Reduce -8.2% 280,426 $20.8M
CANADA LIFE ASSURANCE Co 0.04% Add +9.9% 276,019 $20.5M
Norris Perne & French LLP 1.40% Reduce -2.8% 273,516 $20.3M
Danske Bank A/S 0.07% Add +32.6% 267,228 $19.8M
Cresset Asset Management, LLC 0.08% Add +15.5% 263,110 $19.5M
Barclays PLC 0.01% Reduce -43.4% 261,760 $19.4M
Voya Investment Management LLC 0.02% Reduce -7.3% 261,115 $19.4M
Foster Victor Wealth Advisors, LLC 1.55% Reduce -7.5% 259,085 $19.3M
Teacher Retirement System of Texas 0.09% Add +21.0% 259,033 $19.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -1.5% 258,471 $19.2M
Moran Wealth Management, LLC 0.57% Add +42.7% 250,144 $18.6M
Cookson Peirce & Co. Inc. 0.87% New 249,720 $18.5M
Royal Bank of Canada 0.00% Reduce -16.4% 249,272 $18.5M
Polar Capital Holdings Plc 0.09% Add +10.7% 248,227 $18.4M
Valley Wealth Managers, Inc. 1.35% Reduce -2.8% 246,360 $18.3M
Peregrine Capital Management LLC 0.54% Reduce -8.3% 239,064 $17.7M
Nordea Investment Management AB 0.02% Reduce -1.1% 235,111 $17.4M
Walleye Capital LLC 0.20% Add +933.2% 231,134 $17.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.2% 228,919 $17.0M
Distillate Capital Partners LLC 0.84% Reduce -2.8% 226,424 $16.8M
Balyasny Asset Management L.P. 0.04% New 219,899 $16.3M
Treasurer of the State of North Carolina 0.06% Add +14.4% 210,202 $15.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% No change 205,365 $15.2M
Bradley Foster & Sargent Inc. 0.25% Reduce -2.8% 200,151 $14.9M
Rivermont Capital Management LP 7.00% New 200,049 $14.8M
Schaper Benz & Wise Investment Counsel Inc. 1.17% Add +1.6% 198,081 $14.7M
Sterling Capital Management LLC 0.19% — 197,772 $14.7M
Gotham Asset Management 0.15% Add +21.4% 194,854 $14.5M
Kirr Marbach & Co. LLC 3.11% Reduce -0.2% 187,882 $13.9M
Burney Co./ 0.49% Add +0.5% 186,685 $13.9M
APG Asset Management N.V. 0.09% Reduce -54.8% 204,107 $13.6M
Cooper Investors PTY Ltd. 1.96% New 177,260 $13.2M
Stifel Financial Corp. 0.01% Add +2.4% 176,443 $13.1M
Running Oak Capital LLC 1.74% Reduce -3.6% 173,350 $12.9M
Assenagon Asset Management S.A. 0.03% Add +64.8% 172,712 $12.8M
State of Wisconsin Investment Board 0.03% Add +1.9% 168,424 $12.5M
Loomis Sayles & Co. L P 0.02% New 167,384 $12.4M
KBC Group NV 0.04% Add +80.5% 166,895 $12.4M
Massachusetts Financial Services Co. 0.00% Reduce -0.8% 155,820 $11.6M
Andra AP-fonden 0.17% Add +54.7% 154,200 $11.4M
HSBC Holdings PLC 0.01% Add +1.1% 152,710 $11.3M
UNIVEST FINANCIAL Corp 0.73% Add +141.5% 149,877 $11.1M
Pictet Asset Management Holding SA 0.01% Add +16.2% 146,544 $10.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +6.7% 146,076 $10.8M
Citigroup Inc. 0.01% Reduce -7.3% 140,470 $10.4M
Sei Investments Co. 0.01% Add +16.9% 139,173 $10.3M
Man Group plc 0.03% Add +914.1% 135,724 $10.1M
Schroder Investment Management Group 0.01% Add +379.3% 133,985 $9.9M
Public Employees Retirement System of Ohio 0.04% Reduce -5.7% 133,219 $9.9M
Achmea Investment Management B.V. 0.16% Add +179.3% 133,171 $9.9M
Callodine Capital Management, LP 2.07% Reduce -39.9% 132,500 $9.8M
GHP Investment Advisors, Inc. 0.45% Add +5.5% 132,457 $9.8M
Kingsview Wealth Management, LLC 0.20% Add +0.2% 128,607 $9.5M
Pathstone Holdings, LLC 0.04% Add +1.6% 127,764 $9.5M
Bryn Mawr Trust Advisors, LLC 0.51% New 127,363 $9.5M
BNP Paribas Financial Markets 0.01% Add +79.3% 126,667 $9.4M
New York State Common Retirement Fund 0.01% Reduce -16.5% 125,710 $9.3M
River Road Asset Management, LLC 0.12% Reduce -6.7% 123,215 $9.1M
Punch & Associates Investment Management, Inc. 0.48% Reduce -0.6% 116,628 $8.7M
University of Texas/Texas Am Investment Management Co. 1.39% Add +57.1% 115,316 $8.6M
Marks Group Wealth Management, Inc 0.81% Reduce -4.4% 114,464 $8.5M
ProShare Advisors LLC 0.02% Reduce -1.2% 113,147 $8.4M
Old West Investment Management, LLC 3.21% Add +19.1% 111,784 $8.3M
Manning & Napier Advisors LLC 0.09% Reduce -28.6% 111,260 $8.3M
Bank of Montreal 0.00% Add +0.7% 111,497 $8.2M
Crawford Investment Counsel Inc. 0.14% New 110,494 $8.2M
Prana Capital Management, LP 0.36% Add +105.3% 107,416 $8.0M
Hantz Financial Services, Inc. 0.14% Add +2.1% 106,695 $7.9M
Incline Global Management LLC 3.40% Reduce -39.9% 103,135 $7.7M
Olstein Capital Management, L.P. 1.29% Reduce -27.7% 102,000 $7.6M
Macquarie Group Ltd. 0.01% Reduce -2.3% 100,410 $7.5M
Voloridge Investment Management, LLC 0.03% Reduce -61.0% 98,803 $7.3M
Executive Wealth Management, LLC 0.57% New 97,182 $7.2M
Trexquant Investment LP 0.09% New 96,207 $7.1M
Schonfeld Strategic Advisors LLC 0.06% Add +155.3% 96,123 $7.1M
Geneva Capital Management LLC 0.12% Reduce -2.6% 94,948 $7.0M
Verdence Capital Advisors LLC 0.55% Add +2.3% 93,758 $7.0M
Alliancebernstein L.P. 0.00% Reduce -22.3% 92,176 $6.8M
Pinnbrook Capital Management LP 2.05% New 91,506 $6.8M
Magnetar Financial LLC 0.17% Add +21.1% 88,495 $6.6M
Tidal Investments LLC 0.07% Add +111.4% 87,897 $6.5M
GW&K Investment Management, LLC 0.05% Add +27.6% 85,076 $6.3M
Highlander Partners, L.P. 3.59% No change 81,800 $6.1M
Brant Point Investment Management LLC 1.35% New 80,000 $5.9M
Asset Management One Co., Ltd. 0.02% Reduce -0.4% 79,452 $5.9M
Ensign Peak Advisors, Inc 0.01% Reduce -3.4% 78,707 $5.8M
Van Eck Associates Corp. 0.01% Reduce -3.7% 76,964 $5.8M
Royal London Asset Management Ltd. 0.01% No change 78,232 $5.8M
Quantinno Capital Management LP 0.07% Add +27.7% 77,773 $5.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% — 77,457 $5.7M
Storebrand Asset Management As 0.02% Add +12.6% 76,294 $5.7M
Kennon-Green & Company, LLC 4.70% Reduce -0.4% 76,239 $5.7M
LPL Financial LLC 0.00% Add +6.2% 76,109 $5.6M
GMO 0.02% Reduce -55.7% 76,107 $5.6M
Fisher Asset Management 0.00% Add +27.6% 75,725 $5.6M
Twinbeech Capital LP 0.11% New 74,445 $5.5M
Pekin Hardy Strauss, Inc. 0.69% Reduce -8.8% 72,521 $5.4M
Skylands Capital, LLC 0.71% Reduce -2.1% 70,650 $5.2M
USS Investment Management Ltd 0.04% Add +0.4% 69,560 $5.2M
Eagle Rock Investment Company, LLC 0.86% Add +16.8% 69,201 $5.1M
Jane Street Group, LLC 0.01% Add +77.8% 68,806 $5.1M
Parcion Private Wealth LLC 0.42% Add +4.4% 68,750 $5.1M
Mitchell Capital Management Co. 0.89% Reduce -0.5% 68,631 $5.1M
Parallel Advisors, LLC 0.12% Reduce -1.4% 68,196 $5.1M
State of New Jersey Common Pension Fund D 0.02% No change 66,989 $5.0M
Arrowstreet Capital, Limited Partnership 0.00% New 66,623 $4.9M
Meyer Handelman Co. 0.17% Add +6.7% 66,092 $4.9M
Thrivent Financial for Lutherans 0.01% Add +220.7% 65,226 $4.8M
Resona Asset Management Co.,Ltd. 0.03% Reduce -3.6% 65,203 $4.8M
Cerity Partners LLC 0.01% Add +148.3% 63,973 $4.7M
Signet Financial Management, LLC 0.60% Reduce -0.9% 63,887 $4.7M
Arizona State Retirement System 0.03% Add +4.3% 63,772 $4.7M
Nomura Asset Management Co. Ltd. 0.01% Add +9.4% 63,335 $4.7M
Allianz Asset Management GmbH 0.01% Add +79.7% 62,578 $4.6M
Kornitzer Capital Management Inc. 0.08% No change 61,642 $4.6M
Handelsbanken Fonder AB 0.02% Add +2.4% 59,098 $4.4M
Benjamin Edwards Inc. 0.06% Add +8607.6% 58,776 $4.4M
SGL Investment Advisors, Inc. 2.27% — 58,706 $4.4M
TD Asset Management Inc 0.00% Add +2.5% 58,494 $4.3M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.8% 58,561 $4.3M
Thompson Investment Management, Inc. 0.59% Add +4.5% 55,414 $4.1M
Point72 Hong Kong Ltd 0.29% New 54,922 $4.1M
PGGM Investments 0.05% Add +16.5% 54,195 $4.0M
Graham Capital Management, L.P. 0.21% Add +17.9% 52,727 $3.9M
Assetmark, Inc. 0.01% Add +1.5% 52,398 $3.9M
Mercer Global Advisors Inc. 0.01% Add +184.5% 52,548 $3.9M
Palisade Capital Management, LP 0.12% Add +3.8% 52,070 $3.9M
Wedge Capital Management L L P 0.07% Add +0.4% 51,497 $3.8M
QRG Capital Management, Inc. 0.04% Add +533.3% 50,946 $3.8M
Clark Estates Inc. 0.70% Reduce -7.5% 50,900 $3.8M
Neuberger Berman Group LLC 0.00% Add +14.3% 50,576 $3.8M
Stephens Inc. 0.05% Reduce -13.3% 50,232 $3.7M
Ogborne Capital Management, LLC 1.05% New 50,000 $3.7M
Exencial Wealth Advisors, LLC 0.13% Reduce -2.6% 49,615 $3.7M
Federation des caisses Desjardins du Quebec 0.02% Add +134.7% 49,080 $3.6M
IFM Investors Pty Ltd 0.03% Add +3.4% 48,851 $3.6M
Jump Financial, LLC 0.07% Add +178.4% 47,964 $3.6M
Fuller & Thaler Asset Management, Inc. 0.01% Add +17.8% 47,515 $3.5M
Janney Montgomery Scott LLC 0.01% Add +0.4% 46,282 $3.4M
DNB Asset Management AS 0.02% Reduce -2.2% 45,995 $3.4M
Martingale Asset Management L P 0.08% Reduce -27.8% 45,847 $3.4M
Capital Analysts, LLC 0.14% Add +9.9% 45,708 $3.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -33.3% 45,609 $3.4M
Dean Investment Associates, LLC 0.45% Reduce -3.3% 44,873 $3.3M
Lazard Asset Management LLC 0.00% Add +159878.6% 44,794 $3.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 44,309 $3.3M
Titan Global Capital Management USA LLC 0.51% Reduce -6.0% 43,765 $3.2M
Meiji Yasuda Asset Management Co Ltd. 0.12% Reduce -0.3% 43,459 $3.2M
Aberdeen Group plc 0.01% Add +39.0% 43,183 $3.2M
Verition Fund Management LLC 0.02% Add +937.6% 42,450 $3.2M
HRT Financial LP 0.02% Add +76.8% 42,015 $3.1M
Bessemer Group Inc. 0.01% Add +11282.0% 41,658 $3.1M
Bank of Nova Scotia 0.01% Add +275.4% 40,786 $3.0M
Formula Growth Ltd. 1.04% Reduce -4.2% 40,675 $3.0M
Aristides Capital LLC 1.25% No change 40,600 $3.0M
Forsta Ap-Fonden 0.02% Add +26.8% 39,800 $3.0M
Marshall Wace, LLP 0.00% Add +354.9% 39,762 $3.0M
Daiwa Securities Group Inc. 0.01% Add +5.7% 39,301 $2.9M
AlphaQuest LLC 0.25% Add +2147.8% 37,695 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.8% 37,135 $2.8M
Qsemble Capital Management, LP 0.50% Add +966.5% 36,814 $2.7M
OMERS ADMINISTRATION Corp 0.03% Add +372.6% 36,530 $2.7M
STRS Ohio 0.01% Add +2.9% 35,592 $2.6M
Utah Retirement Systems 0.03% No change 35,436 $2.6M
Illinois Municipal Retirement Fund 0.04% No change 35,082 $2.6M
Legal Advantage Investments, Inc. 1.42% Reduce -1.2% 34,900 $2.6M
Tredje AP-fonden 0.02% No change 34,804 $2.6M
Sanctuary Advisors, LLC 0.02% Add +7.4% 33,375 $2.5M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.3% 34,232 $2.5M
Guardian Wealth Management, Inc. 1.78% Add +1.3% 33,943 $2.5M
NorthCoast Asset Management LLC 0.02% Add +77.8% 34,897 $2.5M
Blair William & Co. 0.01% Add +3.1% 33,802 $2.5M
Thompson Siegel & Walmsley LLC 0.04% New 32,505 $2.4M
Greenleaf Trust 0.02% Add +556.4% 32,341 $2.4M
Toronto Dominion Bank 0.00% Add +26.4% 32,136 $2.4M
Comerica Bank 0.01% Reduce -39.5% 31,887 $2.4M
Lecap Asset Management Ltd. 0.51% Add +49.6% 31,640 $2.3M
Wilmington Savings Fund Society, FSB 0.04% New 31,347 $2.3M
Sciencast Management LP 0.69% Add +190.5% 31,299 $2.3M
Savant Capital, LLC 0.02% Add +1.1% 31,115 $2.3M
Archford Capital Strategies, LLC 0.35% Add +0.9% 30,519 $2.3M
Point72 (DIFC) Ltd 0.17% New 29,907 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.18% Add +21.7% 29,682 $2.2M
FourThought Financial Partners, LLC 0.26% Reduce -1.8% 29,054 $2.2M
Entropy Technologies, LP 0.23% New 28,924 $2.1M
Eagle Asset Management Inc. 0.01% Reduce -40.6% 27,831 $2.1M
Nissay Asset Management Corp. /Japan 0.01% Add +3.0% 27,462 $2.0M
44 Wealth Management LLC 0.71% — 26,651 $2.0M
Nisa Investment Advisors, LLC 0.01% Add +11789.1% 26,156 $1.9M
Pinebridge Investments, L.P. 0.01% Add +111.4% 26,138 $1.9M
Vinva Investment Management Ltd 0.08% Reduce -54.2% 25,939 $1.9M
Dean Capital Management 0.81% New 25,798 $1.9M
State of Alaska, Department of Revenue 0.02% No change 25,623 $1.9M
Credit Agricole S A 0.01% Add +393.8% 24,896 $1.8M
Groupama Asset Managment 0.05% Add +0.8% 30,763 $1.8M
Catalyst Capital Advisors LLC 0.04% New 24,500 $1.8M
Engineers Gate Manager LP 0.04% New 24,384 $1.8M
Dynamic Technology Lab Private Ltd 0.19% New 24,331 $1.8M
Rothschild Investment LLC 0.12% Reduce -0.5% 24,299 $1.8M
ING Groep NV 0.01% No change 24,000 $1.8M
Oak Thistle LLC 0.57% New 23,522 $1.7M
Ethic Inc. 0.04% Reduce -1.1% 27,025 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +2.7% 23,397 $1.7M
Bokf, NA 0.03% Add +2.6% 23,097 $1.7M
LRI Investments, LLC 0.16% Add +299.3% 22,598 $1.7M
Lombard Odier Asset Management (Europe) Ltd 0.11% Reduce -16.7% 22,500 $1.7M
Mariner, LLC 0.00% Add +11.3% 22,217 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 21,839 $1.6M
Jackson Square Capital, LLC 0.40% New 21,728 $1.6M
Raymond James Trust N.A. 0.04% Add +2.5% 21,683 $1.6M
Prudential Financial Inc. 0.00% Reduce -11.2% 21,308 $1.6M
AXA S.A. 0.00% Reduce -35.8% 20,996 $1.6M
Delphi Management Inc. 1.40% Reduce -26.8% 20,701 $1.5M
TD Private Client Wealth LLC 0.04% Reduce -1.6% 20,595 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.2% 20,578 $1.5M
Integrated Investment Consultants, LLC 0.33% Add +2.1% 20,320 $1.5M
Gateway Investment Advisers LLC 0.02% No change 20,214 $1.5M
Wealthfront Advisers LLC 0.00% Add +80.7% 20,145 $1.5M
American Century Companies Inc. 0.00% Add +23.4% 20,045 $1.5M
Bridgeway Capital Management, LLC 0.03% New 20,000 $1.5M
Natixis 0.01% Reduce -76.0% 19,923 $1.5M
Elo Mutual Pension Insurance Co 0.03% Reduce -3.1% 19,772 $1.5M
Argent Trust Co 0.06% Reduce -0.3% 19,506 $1.4M
Xponance LLC 0.01% Add +2.3% 18,719 $1.4M
Boyar Asset Management Inc. 0.86% New 17,979 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -3.8% 17,684 $1.3M
Plato Investment Management Ltd 0.10% No change 17,323 $1.3M
US Bancorp \de 0.00% Add +1.9% 17,160 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Add +0.4% 17,021 $1.3M
Alps Advisors Inc. 0.01% Reduce -3.4% 16,928 $1.3M
Byrne Asset Management LLC 0.87% New 16,743 $1.2M
Western Wealth Management, LLC 0.07% New 15,894 $1.2M
Kensington Investment Counsel, LLC 0.48% Add +2.3% 15,549 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +80.1% 15,518 $1.2M
Corient Private Wealth LP 0.00% Add +73.7% 15,240 $1.1M
Walter & Keenan Wealth Management LLC /in/ 0.34% No change 15,000 $1.1M
Regions Financial Corp. 0.01% Add +2.6% 14,502 $1.1M
Inlet Private Wealth, LLC 0.27% Add +0.7% 14,225 $1.1M
Atria Investments, Inc 0.01% Reduce -1.7% 13,989 $1.0M
Principal Financial Group Inc. 0.00% Reduce -12.8% 13,952 $1.0M
Quantbot Technologies LP 0.04% Add +932.5% 13,856 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +5.0% 13,829 $1.0M
Cetera Investment Advisers 0.00% Reduce -16.2% 13,485 $1.0M
Cwm, LLC 0.00% Add +70.3% 13,274 $985K
Cyrus J. Lawrence, LLC 0.19% Reduce -0.6% 13,197 $979K
Cibc World Markets Corp. 0.01% Add +8.1% 12,971 $963K
HighTower Advisors, LLC 0.00% Reduce -0.2% 12,867 $954K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +49.5% 12,865 $951K
Fox Run Management, L.L.C. 0.21% New 12,718 $944K
Legacy Wealth Asset Management, LLC 0.25% Reduce -3.6% 12,491 $927K
CastleKnight Management LP 0.11% Reduce -22.5% 12,400 $920K
Wealth Enhancement Advisory Services, LLC 0.00% Add +95.3% 12,353 $917K
Maryland State Retirement & Pension System 0.02% Reduce -26.0% 12,276 $911K
Centiva Capital, LP 0.04% New 11,969 $888K
Auxano Advisors, LLC 0.23% Reduce -2.3% 11,908 $884K
Roberts Capital Advisors, LLC 0.75% No change 11,759 $873K
Curated Wealth Partners LLC 0.11% Add +0.8% 11,747 $872K
Rockefeller Capital Management L.P. 0.00% Reduce -50.0% 11,728 $868K
World Investment Advisors 0.03% Reduce -2.8% 11,578 $859K
Cornercap Investment Counsel Inc. 0.25% Reduce -39.5% 11,364 $843K
Amalgamated Bank 0.01% Reduce -4.1% 11,295 $838K
Hillsdale Investment Management Inc. 0.06% Add +17.0% 11,030 $819K
Clearstead Advisors, LLC 0.01% Add +0.3% 10,995 $816K
First National Bank of Hutchinson 0.52% Reduce -13.7% 10,903 $809K
Groesbeck Investment Management Corp. 1.19% Reduce -8.4% 10,873 $807K
MML Investors Services, LLC 0.00% Add +8.8% 10,547 $783K
Teza Capital Management LLC 0.09% New 10,484 $778K
Truist Financial Corp. 0.00% Reduce -94.8% 10,480 $778K
Petrus Trust Company, LTA 0.08% Reduce -7.7% 10,433 $774K
Foster & Motley Inc. 0.05% Reduce -10.2% 10,377 $770K
O'shaughnessy Asset Management, LLC 0.01% Add +166.5% 10,080 $762K
Caxton Associates LP 0.03% New 10,149 $753K
Meiji Yasuda Life Insurance Co 0.01% Reduce -14.8% 10,105 $750K
AlphaMark Advisors, LLC 0.25% Add +2.2% 9,947 $738K
Unigestion Holding SA 0.04% New 9,914 $736K
Headlands Technologies LLC 0.08% New 9,775 $725K
Wolverine Asset Management LLC 0.07% Add +200.6% 9,590 $712K
Affinity Investment Advisors, LLC 0.48% No change 9,514 $706K
Castleark Management LLC 0.03% New 9,410 $698K
CI Investments Inc. 0.00% Add +55.2% 9,374 $696K
CenterBook Partners LP 0.04% Reduce -67.1% 9,305 $691K
Brevan Howard Capital Management LP 0.03% New 9,294 $690K
Intech Investment Management LLC 0.01% Add +20.1% 9,195 $682K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 8,965 $665K
Oppenheimer & Co. Inc. 0.01% Reduce -5.3% 8,965 $665K
Osaic Holdings, Inc. 0.00% Add +2.3% 8,890 $660K
CIBC Asset Management Inc 0.00% Add +5.2% 8,738 $648K
Gsa Capital Partners LLP 0.05% Add +109.4% 8,697 $645K
United Capital Financial Advisors, LLC 0.01% Add +8.5% 8,686 $645K
Aigen Investment Management, LP 0.13% Reduce -2.6% 8,657 $642K
Kestra Private Wealth Services, LLC 0.01% Reduce -9.5% 8,614 $639K
M&T Bank Corp 0.00% Add +0.6% 8,520 $632K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -38.5% 8,465 $628K
Prudent Man Advisors, LLC 0.21% Reduce -1.6% 8,433 $626K
Sherbrooke Park Advisers LLC 0.14% New 8,409 $624K
Boothbay Fund Management, LLC 0.02% New 8,331 $618K
Graypoint LLC 0.04% Reduce -0.2% 8,221 $610K
Aviva PLC 0.00% Reduce -1.7% 8,128 $603K
Captrust Financial Advisors 0.00% Add +11.1% 8,018 $595K
Kestra Advisory Services, LLC 0.00% Add +8.3% 7,967 $591K
&partners 0.01% Add +108.3% 7,944 $589K
Schechter Investment Advisors, LLC 0.04% Reduce -4.4% 7,931 $589K
Arax Advisory Partners 0.05% Add +2.3% 7,863 $583K
Baird Financial Group, Inc. 0.00% Add +3.0% 7,653 $568K
Perritt Capital Management Inc 0.29% Reduce -0.0% 7,563 $561K
Dynamic Advisor Solutions LLC 0.02% Add +7.3% 7,556 $561K
Machina Capital S.A.S. 0.22% New 7,546 $560K
Carret Asset Management, LLC 0.06% Add +1.8% 7,500 $557K
Summit Trail Advisors, LLC 0.01% Add +5.1% 7,474 $555K
State of Michigan Retirement System 0.00% No change 7,470 $554K
Commonwealth Equity Services, LLC 0.00% Reduce -4.1% 7,424 $551K
CHICAGO TRUST Co NA 0.10% Reduce -0.4% 7,393 $549K
Investment Management Corp of Ontario 0.01% Add +48.2% 7,375 $547K
Sienna Gestion 0.04% New 7,280 $539K
MQS Management LLC 0.30% New 7,248 $538K
Banco Santander, S.A. 0.01% No change 7,225 $536K
Cibc World Market Inc. 0.00% Reduce -7.8% 7,181 $533K
State of Wyoming 0.08% Add +6.1% 7,178 $533K
Campbell & CO Investment Adviser LLC 0.04% Reduce -21.9% 7,101 $527K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -0.9% 7,085 $526K
Tectonic Advisors LLC 0.03% Add +2.9% 7,064 $524K
Axq Capital, LP 0.16% Reduce -55.6% 6,984 $518K
EP Wealth Advisors, LLC 0.00% New 6,864 $509K
Inceptionr LLC 0.12% New 6,780 $503K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 6,772 $503K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,772 $503K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +12.2% 6,748 $501K
Peninsula Wealth, LLC 0.09% New 6,422 $492K
Davis Capital Management 0.39% Add +30.1% 6,628 $492K
Aristeia Capital, L.L.C. 0.03% New 6,609 $490K
Creative Planning 0.00% Reduce -19.6% 6,533 $485K
Avantax Advisory Services, Inc. 0.00% Add +26.3% 6,525 $484K
UMB Bank, n.a. 0.01% No change 6,500 $482K
Choreo, LLC 0.01% Add +4.2% 6,545 $482K
Tower Research Capital LLC (TRC) 0.01% Add +214.9% 6,465 $480K
Snowden Capital Advisors LLC 0.01% Reduce -1.5% 6,437 $478K
First Hawaiian Bank 0.02% No change 6,431 $477K
Abn Amro Investment Solutions 0.01% Add +17.3% 6,401 $475K
SkyView Investment Advisors, LLC 0.08% Add +2.2% 6,400 $475K
AdvisorShares Investments LLC 0.09% New 6,400 $475K
Integrated Wealth Concepts LLC 0.01% Reduce -8.6% 6,326 $469K
Trust Co. of Vermont 0.02% Reduce -0.1% 6,315 $469K
Tudor Investment Corporation 0.01% New 6,288 $467K
OneDigital Investment Advisors LLC 0.01% Add +4.5% 6,244 $463K
NorthCrest Asset Manangement, LLC 0.01% Add +11.5% 5,890 $437K
CIBC Private Wealth Group LLC 0.00% Add +28.1% 5,792 $430K
Johnson Financial Group, Inc. 0.02% New 5,621 $417K
Cary Street Partners Investment Advisory LLC 0.01% Add +3.0% 5,509 $409K
UniSuper Management Pty Ltd 0.00% No change 5,400 $401K
Stonegate Investment Group, LLC 0.01% Add +42.1% 5,397 $401K
Qtron Investments LLC 0.05% No change 5,382 $399K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 5,376 $399K
Carmignac Gestion 0.01% No change 5,253 $390K
Mutual Advisors, LLC 0.01% Add +51.3% 5,139 $386K
Cannon Global Investment Management, LLC 0.92% New 5,200 $386K
Virtu Financial LLC 0.02% New 5,015 $372K
Pallas Capital Advisors LLC 0.02% Add +26.1% 4,928 $370K
Bridgefront Capital, LLC 0.14% Reduce -13.9% 4,977 $369K
Veltria Advisors Corp. 0.14% No change 4,900 $364K
9258 Wealth Management, LLC 0.05% Add +0.1% 4,889 $363K
Bayesian Capital Management, LP 0.04% New 4,830 $358K
Jones Financial Companies LLLP 0.00% Add +41.0% 4,839 $358K
Nicolet Bankshares Inc. 0.07% Reduce -25.5% 4,820 $358K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.9% 4,799 $356K
New World Advisors LLC 0.09% Reduce -21.9% 4,650 $345K
Daiichi Life Insurance Co., Ltd. 0.01% New 4,587 $340K
National Bank of Canada 0.00% Reduce -20.0% 4,514 $335K
O'Brien Greene & Co. Inc 0.10% Reduce -19.8% 4,500 $334K
Net Worth Advisory Group 0.10% — 4,466 $331K
Evercore Wealth Management, LLC 0.01% No change 4,460 $331K
Old National Bancorp 0.01% New 4,459 $331K
Canada Pension Plan Investment Board 0.00% Reduce -97.1% 4,400 $327K
Yousif Capital Management, LLC 0.00% Add +0.9% 4,375 $325K
Ironwood Investment Counsel, LLC 0.05% Reduce -0.3% 4,327 $321K
Ossiam 0.01% Add +5347.4% 4,249 $315K
Bleakley Financial Group, LLC 0.01% Add +13.2% 4,228 $314K
Point72 Asia (Singapore) Pte. Ltd. 0.06% Add +444.2% 4,196 $311K
New York Life Investment Management LLC 0.00% Add +13.9% 4,139 $307K
Bridgewater Associates 0.00% Reduce -94.7% 4,102 $304K
USA Financial Formulas 0.05% New 4,094 $304K
Rakuten Investment Management, Inc. 0.00% Add +33.1% 4,072 $301K
Empowered Funds, LLC 0.00% Reduce -96.4% 4,048 $300K
Capstone Investment Advisors, LLC 0.01% Reduce -7.7% 4,044 $300K
Aster Capital Management (DIFC) Ltd 0.06% — 4,022 $298K
Park Avenue Securities LLC 0.00% Add +19.0% 3,990 $296K
Inspire Investing, LLC 0.03% Reduce -9.1% 3,841 $285K
Ieq Capital, LLC 0.00% New 3,812 $283K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 3,765 $279K
Denali Advisors LLC 0.03% New 3,711 $275K
Deerfield Management Company, L.P. 0.00% New 3,704 $275K
Forum Financial Management, LP 0.00% Add +0.1% 3,701 $275K
Vestcor Inc 0.01% No change 3,696 $274K
AlphaCore Capital LLC 0.06% Reduce -12.4% 3,692 $274K
Mgo One Seven LLC 0.01% Add +1.2% 3,649 $271K
MeadowBrook Investment Advisors LLC 0.25% No change 3,610 $268K
Sheets Smith Wealth Management 0.03% No change 3,600 $267K
Lake Street Advisors Group, LLC 0.01% Reduce -3.4% 3,599 $267K
Copeland Capital Management, LLC 0.00% No change 3,560 $264K
Landscape Capital Management, L.L.C. 0.03% New 3,558 $264K
Commerce Bank 0.00% Add +1.1% 3,476 $258K
Meixler Investment Management, Ltd. 0.19% Reduce -0.3% 3,438 $255K
Fiduciary Trust Co 0.00% New 3,419 $254K
Townsquare Capital LLC 0.00% New 3,407 $253K
Transcend Capital Advisors, LLC 0.02% No change 3,371 $250K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 3,347 $248K
Motley Fool Asset Management LLC 0.01% Reduce -8.9% 3,366 $248K
Claret Asset Management Corp 0.04% Add +0.5% 3,236 $240K
Diversified Trust Co. 0.01% New 3,215 $239K
GTS Securities LLC 0.00% New 3,204 $238K
Wealth Alliance, LLC 0.03% Reduce -1.3% 3,196 $237K
Greenland Capital Management LP 0.04% Reduce -85.6% 3,136 $233K
Signaturefd, LLC 0.00% Reduce -6.9% 3,094 $230K
Foundations Investment Advisors, LLC 0.00% New 3,078 $228K
Atlanta Consulting Group Advisors, LLC 0.06% New 3,078 $228K
Independent Financial Group, LLC 0.01% Reduce -48.2% 3,057 $227K
Rehmann Capital Advisory Group 0.01% Reduce -4.9% 3,054 $227K
Wellington Management Group LLP 0.00% Reduce -52.8% 3,032 $225K
Advisory Services Network, LLC 0.00% No change 3,584 $225K
Concurrent Investment Advisors, LLC 0.01% New 2,975 $221K
XTX Topco Ltd 0.02% New 2,942 $218K
Focus Partners Wealth 0.00% New 2,922 $217K
Hennion & Walsh Asset Management, Inc. 0.01% New 2,867 $213K
Boston Family Office LLC 0.01% New 2,840 $211K
Legacy Capital Group California, Inc. 0.07% New 2,839 $211K
Metis Global Partners, LLC 0.01% New 2,825 $210K
Vident Advisory, LLC 0.01% New 2,794 $207K
Hutchens & Kramer Investment Management Group, LLC 0.11% New 2,758 $203K
First Trust Direct Indexing L.P. 0.01% New 2,722 $202K
Sky Investment Group LLC 0.04% New 2,700 $200K
Quarry LP 0.06% Add +6292.9% 2,685 $199K
Ostrum Asset Management 0.02% Add +1.3% 2,681 $199K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.7% 2,633 $195K
GAMMA Investing LLC 0.02% Add +85.7% 2,364 $175K
Covestor Ltd 0.11% Add +10.3% 2,262 $168K
Simplex Trading, LLC 0.01% Add +128.8% 2,242 $166K
IFP Advisors, Inc 0.01% Add +422.3% 2,199 $163K
Tortoise Investment Management, LLC 0.02% No change 2,000 $148K
Quadrant Capital Group LLC 0.01% Add +6.5% 1,847 $137K
Hilltop National Bank 0.04% Reduce -7.1% 1,835 $136K
Blue Trust, Inc. 0.00% Add +557.0% 1,971 $124K
Corebridge Financial, Inc. 0.00% Reduce -3.1% 1,600 $119K
Concourse Financial Group Securities, Inc. 0.01% Reduce -6.8% 1,574 $117K
EverSource Wealth Advisors, LLC 0.01% Add +4.6% 1,524 $113K
Transamerica Financial Advisors, LLC 0.01% Reduce -26.8% 1,425 $106K
Motco 0.01% No change 1,355 $101K
Anchor Investment Management, LLC 0.01% No change 1,298 $96K
Valley National Advisers Inc. 0.02% Reduce -75.4% 1,291 $95K
Allworth Financial LP 0.00% Add +0.5% 1,273 $94K
Global Retirement Partners, LLC 0.00% Add +57.9% 1,268 $94K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% New 1,200 $89K
Principal Securities, Inc. 0.00% Add +92.7% 1,141 $85K
First Horizon Advisors, Inc. 0.00% Add +3.8% 1,075 $80K
Penserra Capital Management LLC 0.00% Add +1.2% 1,014 $75K
Farther Finance Advisors, LLC 0.00% Add +7.6% 1,005 $75K
Fortis Group Advisors, LLC 0.01% No change 1,000 $74K
J.Safra Asset Management Corp 0.01% New 994 $73K
Brooklyn Investment Group 0.02% New 985 $73K
Nkcfo LLC 0.03% New 945 $70K
Earned Wealth Advisors, LLC 0.02% New 920 $68K
Central Pacific Bank - Trust Division 0.01% Reduce -5.2% 834 $62K
Catalyst Funds Management Pty Ltd 0.01% Add +700.0% 800 $59K
Steward Partners Investment Advisory, LLC 0.00% Add +15.6% 762 $57K
Westpac Banking Corp. 0.00% Reduce -58.1% 738 $55K
Versant Capital Management, Inc 0.01% Add +1.7% 716 $53K
Venturi Wealth Management, LLC 0.00% Add +7.2% 689 $51K
1620 Investment Advisors, Inc. 0.04% Reduce -8.8% 677 $50K
Strengthening Families & Communities, LLC 0.01% No change 675 $50K
Smartleaf Asset Management LLC 0.01% Add +156.4% 618 $46K
Allspring Global Investments Holdings, LLC 0.00% Add +18.7% 591 $44K
Bellevue Asset Management, LLC 0.02% Add +0.4% 534 $40K
Caldwell Trust Co 0.00% Reduce -7.8% 531 $39K
Ransom Advisory, Ltd 0.02% Reduce -7.9% 525 $39K
Financial Avengers, Inc. 0.02% Reduce -21.0% 503 $37K
LGT Financial Advisors LLC 0.09% Reduce -49.6% 489 $36K
Coppell Advisory Solutions LLC 0.00% New 448 $33K
Lindbrook Capital, LLC 0.00% Add +0.5% 410 $30K
Spire Wealth Management 0.00% No change 409 $30K
JFS Wealth Advisors, LLC 0.00% Add +45.6% 345 $26K
GeoWealth Management, LLC 0.00% New 320 $24K
Salem Investment Counselors Inc. 0.00% No change 310 $23K
Parkside Financial Bank & Trust 0.00% Add +22.9% 301 $22K
Global X Japan Co., Ltd. 0.00% Reduce -28.1% 297 $22K
Fifth Third Bancorp 0.00% Add +122.0% 293 $22K
Huntington National Bank 0.00% Reduce -24.9% 283 $21K
Quent Capital, LLC 0.00% No change 275 $20K
Eagle Bay Advisors LLC 0.01% No change 259 $19K
Ascentis Independent Advisors 0.00% Reduce -94.1% 252 $19K
M&R Capital Management Inc. 0.00% New 229 $17K
WR Wealth Planners, LLC 0.00% Add +10.8% 226 $17K
Exchange Traded Concepts, LLC 0.00% Add +52.1% 219 $16K
Tucker Asset Management LLC 0.00% No change 216 $16K
Capital Advisors, Ltd. LLC 0.00% No change 212 $16K
Waldron Private Wealth LLC 0.00% New 215 $16K
True Wealth Design, LLC 0.01% Add +1206.3% 209 $16K
Oarsman Capital, Inc. 0.00% New 191 $14K
Carolinas Wealth Consulting LLC 0.00% No change 190 $14K
Smithfield Trust Co 0.00% New 179 $13K
Colonial Trust Co / SC 0.00% No change 163 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 162 $12K
Harbour Investments, Inc. 0.00% Add +362.9% 162 $12K
Hemington Wealth Management 0.00% New 160 $11K
Hollencrest Capital Management 0.00% No change 145 $11K
West Branch Capital LLC 0.00% Add +1.4% 142 $11K
Criterion Capital Advisors, LLC 0.01% No change 160 $10K
Atwood & Palmer Inc. 0.00% New 132 $10K
CVA Family Office, LLC 0.00% Reduce -6.2% 121 $9K
Twin Tree Management, LP 0.00% New 113 $8K
Lanark Financial, Inc. 0.00% No change 112 $8K
Beacon Capital Management, LLC 0.00% Add +1.0% 101 $7K
St Germain D J Co. Inc. 0.00% No change 99 $7K
Foster Dykema Cabot & Partners, LLC 0.00% New 95 $7K
Geneos Wealth Management Inc. 0.00% New 91 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -42.4% 91 $7K
Red Tortoise LLC 0.00% No change 87 $6K
Bell Investment Advisors, Inc 0.00% No change 85 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 78 $6K
CoreCap Advisors, LLC 0.00% Add +471.4% 80 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 77 $6K
Continuum Advisory, LLC 0.00% Add +69.8% 73 $5K
Mather Group, Llc. 0.00% Reduce -27.1% 70 $5K
Private Wealth Management Group, LLC 0.00% No change 68 $5K
NewEdge Advisors, LLC 0.00% No change 67 $5K
Meeder Asset Management Inc. 0.00% New 62 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -6.2% 61 $5K
Frazier Financial Advisors, LLC 0.00% Reduce -34.1% 60 $4K
Fortitude Family Office, LLC 0.00% No change 59 $4K
Brown Brothers Harriman & Co. 0.00% New 54 $4K
Coston, McIsaac & Partners 0.00% No change 54 $4K
Concord Wealth Partners 0.00% No change 50 $4K
Sandy Spring Bank 0.00% No change 50 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 48 $4K
Bogart Wealth, LLC 0.00% New 48 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 43 $3K
Park Place Capital Corp 0.00% New 41 $3K
Winthrop Capital Management, LLC 0.00% No change 44 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 38 $3K
Carmichael Hill & Associates, Inc. 0.00% No change 37 $3K
AdvisorNet Financial, Inc 0.00% Add +146.7% 37 $3K
TD Waterhouse Canada Inc. 0.00% No change 35 $3K
Avior Wealth Management, LLC 0.00% Add +9.7% 34 $3K
SJS Investment Consulting Inc. 0.00% No change 32 $2K
International Assets Investment Management, LLC 0.00% No change 30 $2K
HM Payson & Co. 0.00% New 29 $2K
Larson Financial Group LLC 0.00% Add +2800.0% 29 $2K
Abound Wealth Management 0.00% New 27 $2K
FinTrust Capital Advisors, LLC 0.00% No change 24 $2K
Provenance Wealth Advisors, LLC 0.00% No change 23 $2K
Hexagon Capital Partners LLC 0.00% New 22 $2K
Sachetta, LLC 0.00% No change 16 $1K
Key Financial Inc 0.00% Add +55.6% 14 $1K
Private Trust Co. NA 0.00% New 14 $1K
Avion Wealth 0.00% No change 19 $1K
Picton Mahoney Asset Management 0.00% New 15 $1K
Claris Advisors, LLC / Mo / 0.00% New 12 $891
Manchester Capital Management LLC 0.00% No change 11 $817
MV Capital Management, Inc. 0.00% No change 10 $743
Kimelman & Baird, LLC 0.00% No change 9 $668
Group One Trading LLC 0.00% New 8 $594
Legacy Investment Solutions, LLC 0.00% — 7 $524
Legacy Wealth Managment, LLC 0.00% — 7 $524
Raleigh Capital Management Inc. 0.00% No change 5 $371
New Millennium Group LLC 0.00% Add +50.0% 3 $164
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $149
Mendota Financial Group, LLC 0.00% New 2 $149
Rakuten Securities, Inc. 0.00% No change 2 $148
TFC Financial Management, Inc. 0.00% No change 1 $75
Federated Hermes, Inc. 0.00% New 1 $74
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -98.2% 6 $0
Summit Securities Group LLC 0.00% New 1 $0

"% of holder's portfolio" is SSNC's weight in each manager's 13F, not the share of Ss&c Technologies Holdings the manager owns.