Ss&c Technologies HoldingsSSNC

13F holders, Q4 2024 (December 31)
649holders −14
54new positions
89sold out
8famous investors
$75.78avg. 13F price*

At the end of Q4 2024, 649 institutions reported holding Ss&c Technologies Holdings (SSNC) in their 13F filings, down 14 from Q3 2024. 54 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($2.2B), Vanguard Group Inc. ($1.5B) and Janus Henderson Group PLC ($1.3B). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions54$89.4M
Exits89$420.7M

All 13F filers, Q3 2024 → Q4 2024: 21,089,072 shares bought and 19,766,951 shares sold, net +1,322,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 649 holders

BlackRock, Inc. 0.05% Add +21.7% 29,540,801 $2.2B
Vanguard Group Inc. 0.03% Add +1.2% 20,215,026 $1.5B
Janus Henderson Group PLC 0.64% Add +3.4% 16,598,958 $1.3B
Pzena Investment Management LLC 2.98% Reduce -8.7% 11,559,007 $875.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.27% Reduce -10.9% 6,769,969 $513.0M
State Street Corp. 0.02% Add +1.6% 5,711,315 $432.8M
Boston Partners 0.49% Add +283.1% 5,279,386 $400.2M
Burgundy Asset Management Ltd. 3.83% Reduce -2.2% 5,004,107 $379.2M
Cantillon Capital Management LLC 2.08% Add +0.6% 4,533,081 $343.5M
FMR LLC 0.02% Reduce -3.8% 3,833,340 $290.5M
T. Rowe Price Associates Inc. 0.03% Reduce -1.6% 3,721,367 $282.0M
Geode Capital Management, LLC 0.02% Reduce -2.2% 3,541,919 $267.9M
Dimensional Fund Advisors LP 0.06% Add +8.9% 3,158,478 $239.4M
Franklin Resources Inc. 0.06% Reduce -2.7% 2,721,872 $206.3M
Norges Bank 0.03% Add +2.6% 2,711,471 $205.5M
AQR Capital Management 0.22% Add +52.4% 2,270,232 $172.0M
Bank of America Corp. 0.02% Add +64.9% 2,235,142 $169.4M
Alkeon Capital Management LLC 0.86% Reduce -15.1% 1,966,252 $149.0M
Turtle Creek Asset Management Inc. 3.85% Reduce -7.0% 1,953,588 $148.0M
Swedbank AB 0.16% Add +17.5% 1,753,236 $132.9M
Snyder Capital Management L P 2.71% Add +6.9% 1,713,013 $129.8M
Fort Washington Investment Advisors Inc. 0.70% Reduce -0.9% 1,553,629 $117.7M
Senator Investment Group LP 3.38% Add +133.7% 1,519,175 $115.1M
Victory Capital Management Inc. 0.11% Add +24.5% 1,454,937 $110.3M
Northern Trust Corp. 0.02% Add +10.5% 1,426,304 $108.1M
GMT Capital Corp 4.70% Reduce -5.8% 1,273,800 $96.5M
Vulcan Value Partners, LLC 1.54% Reduce -9.2% 1,213,072 $91.9M
Mackenzie Financial Corp. 0.12% Add +4.3% 1,202,399 $91.1M
Capital International Investors 0.02% Add +7.0% 1,148,398 $87.0M
Shapiro Capital Management LLC 2.95% Reduce -31.0% 1,147,905 $87.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -11.3% 1,139,996 $86.4M
Bank of New York Mellon Corp 0.02% Reduce -13.3% 1,115,210 $84.5M
Legal & General Group Plc 0.02% Add +0.4% 1,097,492 $83.2M
Capital Research Global Investors 0.02% Add +0.1% 1,060,329 $80.4M
Greenhouse Funds LLLP 3.53% Add +30.8% 1,050,592 $79.6M
Hudson Way Capital Management LLC 8.80% Add +24.1% 1,027,741 $77.9M
Progeny 3, Inc. 5.96% Add +26.6% 989,200 $75.0M
Robeco Institutional Asset Management B.V. 0.14% Add +9.8% 984,935 $74.6M
California Public Employees Retirement System 0.05% Reduce -0.8% 983,933 $74.6M
Panagora Asset Management Inc. 0.34% Add +9.1% 968,950 $73.4M
Brandes Investment Partners, LP 0.81% Add +40.9% 961,149 $72.8M
Cornerstone Investment Partners, LLC 3.57% Reduce -0.3% 947,475 $71.8M
Morgan Stanley 0.00% Add +2.2% 925,926 $70.2M
KBC Group NV 0.18% Add +403.0% 839,536 $63.6M
Charles Schwab Investment Management Inc. 0.01% Add +4.4% 830,001 $62.9M
UBS Group AG 0.01% Add +15.0% 800,527 $60.7M
Russell Investments Group, Ltd. 0.08% Add +94.4% 720,364 $54.6M
New South Capital Management Inc. 2.23% Reduce -1.6% 698,608 $52.9M
Royal Bank of Canada 0.01% Add +173.2% 680,915 $51.6M
Natixis Advisors, LLC 0.10% Add +12.8% 674,738 $51.1M
Raymond James Financial Inc. 0.02% — 648,968 $49.2M
Lakewood Capital Management, LP 4.61% Add +24.4% 647,954 $49.1M
Wells Fargo & Company 0.01% Add +11.1% 646,126 $49.0M
Swiss National Bank 0.03% Reduce -5.6% 623,900 $47.3M
Baron Capital (BAMCO) 0.12% Reduce -4.3% 602,856 $45.7M
North Star Asset Management Inc. 2.01% Add +0.9% 598,703 $45.4M
Ameriprise Financial Inc. 0.01% Reduce -9.2% 597,753 $45.3M
Goldman Sachs Group Inc. 0.01% Reduce -9.8% 593,093 $44.9M
Two Sigma Investments, LP 0.11% Reduce -41.7% 576,377 $43.7M
Envestnet Asset Management Inc. 0.01% Add +34.7% 559,444 $42.4M
Oldfield Partners LLP 12.10% Reduce -35.2% 550,600 $41.7M
Anchor Capital Advisors LLC 1.17% Reduce -5.2% 539,993 $40.9M
Sunriver Management LLC 4.86% Reduce -14.2% 536,237 $40.6M
Deutsche Bank AG 0.02% Add +20.1% 533,833 $40.5M
Junto Capital Management LP 0.75% Reduce -13.8% 497,828 $37.7M
National Pension Service 0.04% Reduce -7.9% 488,093 $37.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -7.4% 486,234 $36.8M
Invesco Ltd. 0.01% Add +18.3% 470,526 $35.7M
River Road Asset Management, LLC 0.47% Add +278.5% 466,320 $35.3M
LSV Asset Management 0.08% Reduce -14.4% 464,373 $35.2M
First Trust Advisors LP 0.03% Reduce -6.2% 464,290 $35.2M
Great Lakes Advisors, LLC 0.29% Reduce -3.0% 446,752 $33.9M
California State Teachers Retirement System 0.04% Reduce -9.2% 434,666 $32.9M
Citadel Advisors 0.03% Reduce -89.7% 392,822 $29.8M
JPMorgan Chase & Co. 0.00% Reduce -24.1% 376,904 $28.6M
Nuveen Asset Management, LLC 0.01% Reduce -8.2% 373,332 $28.3M
Invenomic Capital Management LP 1.58% Reduce -13.9% 369,861 $28.0M
Amundi 0.01% Reduce -58.0% 367,418 $27.9M
Thompson Siegel & Walmsley LLC 0.42% Add +993.0% 355,286 $26.9M
Mangrove Partners Im, LLC 3.26% Reduce -10.0% 352,849 $26.7M
Sixth Street Partners Management Company, L.P. 3.43% No change 350,000 $26.5M
ZWJ Investment Counsel Inc. 1.03% Add +3.5% 330,352 $25.0M
CANADA LIFE ASSURANCE Co 0.04% Add +15.4% 318,638 $24.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -0.5% 313,386 $23.7M
Man Group plc 0.07% Add +125.0% 305,392 $23.1M
Danske Bank A/S 0.07% Add +14.2% 305,079 $23.1M
Public Employees Retirement Association of Colorado 0.09% Reduce -0.3% 292,172 $22.1M
Capital Investment Services of America, Inc. 2.10% Reduce -0.5% 290,522 $22.0M
Foster Victor Wealth Advisors, LLC 1.64% Add +5.4% 273,157 $21.4M
Rhumbline Advisers 0.02% Reduce -1.4% 280,009 $21.2M
Jain Global LLC 0.63% — 278,902 $21.1M
Norris Perne & French LLP 1.49% Reduce -0.7% 271,744 $20.6M
Two Sigma Advisers, LP 0.05% Reduce -35.3% 268,600 $20.4M
Cresset Asset Management, LLC 0.09% Reduce -2.5% 256,608 $19.4M
Heron Bay Capital Management 4.06% Reduce -8.6% 256,284 $19.4M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -1.5% 254,548 $19.3M
Korea Investment CORP 0.05% Reduce -11.3% 252,054 $19.1M
Loomis Sayles & Co. L P 0.02% Add +50.0% 251,073 $19.0M
Cookson Peirce & Co. Inc. 0.86% Reduce -0.3% 248,953 $18.9M
Moran Wealth Management, LLC 0.60% Reduce -0.6% 248,737 $18.8M
Crawford Investment Counsel Inc. 0.34% Add +123.8% 247,287 $18.7M
Voya Investment Management LLC 0.02% Reduce -5.3% 247,213 $18.7M
Cooper Investors PTY Ltd. 2.93% Add +38.4% 245,379 $18.6M
Peregrine Capital Management LLC 0.55% Add +1.8% 243,327 $18.4M
Valley Wealth Managers, Inc. 1.36% Reduce -2.4% 240,366 $18.2M
Nordea Investment Management AB 0.02% Add +0.9% 237,240 $18.0M
Reinhart Partners, Llc. 0.69% Reduce -16.5% 237,621 $18.0M
Susquehanna International Group, LLP 0.03% Reduce -53.7% 229,358 $17.4M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.0% 228,849 $17.3M
Distillate Capital Partners LLC 0.83% Reduce -1.0% 224,223 $17.0M
APG Asset Management N.V. 0.05% Add +12.9% 230,455 $16.9M
Bradley Foster & Sargent Inc. 0.28% Add +8.2% 216,484 $16.4M
Treasurer of the State of North Carolina 0.06% Add +2.4% 215,214 $16.3M
Qube Research & Technologies Ltd 0.03% Reduce -76.8% 214,098 $16.2M
Fisher Asset Management 0.01% Add +181.8% 213,412 $16.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Add +0.6% 206,646 $15.7M
Schaper Benz & Wise Investment Counsel Inc. 1.22% Add +1.4% 200,786 $15.2M
Achmea Investment Management B.V. 0.25% Add +50.1% 199,838 $15.1M
Gotham Asset Management 0.14% Add +2.0% 198,844 $15.1M
Burney Co./ 0.53% Add +5.6% 197,059 $14.9M
Prana Capital Management, LP 0.68% Add +74.3% 187,173 $14.2M
Running Oak Capital LLC 1.84% Add +7.5% 186,339 $14.1M
Kirr Marbach & Co. LLC 3.05% Reduce -1.1% 185,836 $14.1M
Glenmede Trust Co. NA 0.07% New 185,298 $14.0M
Stifel Financial Corp. 0.01% Add +0.6% 177,541 $13.5M
Citigroup Inc. 0.01% Add +25.4% 176,152 $13.3M
Caisse de depot et placement du Quebec 0.03% New 170,439 $12.9M
Kingsview Wealth Management, LLC 0.25% Add +32.4% 170,247 $12.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +11.6% 163,063 $12.4M
State of Wisconsin Investment Board 0.03% Reduce -5.2% 159,611 $12.1M
Polar Capital Holdings Plc 0.07% Reduce -35.9% 159,185 $12.1M
Massachusetts Financial Services Co. 0.00% Add +1.1% 157,494 $11.9M
Barclays PLC 0.01% Reduce -40.8% 154,990 $11.7M
Philosophy Capital Management LLC 1.57% New 153,759 $11.7M
Lansforsakringar Fondforvaltning AB (publ) 0.04% — 151,394 $11.5M
Rivermont Capital Management LP 4.28% Reduce -25.0% 150,002 $11.4M
Pictet Asset Management Holding SA 0.01% Add +1.8% 149,231 $11.3M
UNIVEST FINANCIAL Corp 0.71% Reduce -1.0% 148,398 $11.2M
Andra AP-fonden 0.17% Reduce -6.5% 144,100 $10.9M
Schroder Investment Management Group 0.01% Add +2.2% 136,981 $10.4M
GHP Investment Advisors, Inc. 0.48% Add +1.9% 134,931 $10.2M
National Bank of Canada 0.01% Add +2868.4% 133,995 $10.2M
Sei Investments Co. 0.01% Reduce -4.7% 132,662 $10.1M
Bryn Mawr Trust Advisors, LLC 0.53% Add +2.1% 130,089 $9.9M
Callodine Capital Management, LP 2.03% Reduce -1.9% 130,000 $9.9M
Acadian Asset Management LLC 0.03% Reduce -58.6% 129,886 $9.8M
Public Employees Retirement System of Ohio 0.03% Reduce -4.0% 127,850 $9.7M
STRS Ohio 0.04% Add +239.5% 120,849 $9.2M
New York State Common Retirement Fund 0.01% Reduce -6.0% 118,210 $9.0M
Pathstone Holdings, LLC 0.04% Reduce -7.5% 118,143 $9.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +158.2% 117,766 $8.9M
Punch & Associates Investment Management, Inc. 0.48% Reduce -1.0% 115,462 $8.7M
Bank of Montreal 0.00% Add +3.1% 114,947 $8.7M
HSBC Holdings PLC 0.01% Reduce -26.1% 112,876 $8.6M
Manning & Napier Advisors LLC 0.10% Add +0.9% 112,311 $8.5M
Marks Group Wealth Management, Inc 0.83% Reduce -3.2% 110,837 $8.4M
Hantz Financial Services, Inc. 0.14% Add +2.7% 109,548 $8.3M
Triavera Capital LLC 4.99% — 109,375 $8.3M
Quantinno Capital Management LP 0.08% Add +39.1% 108,206 $8.2M
Empowered Funds, LLC 0.12% Add +2569.3% 108,054 $8.2M
Sterling Capital Management LLC 0.11% Reduce -46.5% 105,772 $8.0M
Incline Global Management LLC 5.92% Reduce -0.1% 103,072 $7.8M
Old West Investment Management, LLC 3.16% Reduce -8.0% 102,871 $7.8M
Danica Pension, Livsforsikringsaktieselskab 0.15% New 102,500 $7.8M
Macquarie Group Ltd. 0.01% Add +0.4% 100,780 $7.6M
Payden & Rygel 0.65% New 99,000 $7.5M
ProShare Advisors LLC 0.02% Reduce -13.2% 98,259 $7.4M
Olstein Capital Management, L.P. 1.31% Reduce -3.9% 98,000 $7.4M
Verdence Capital Advisors LLC 0.58% Add +1.8% 95,416 $7.2M
Executive Wealth Management, LLC 0.56% Reduce -2.6% 94,678 $7.2M
Royal London Asset Management Ltd. 0.02% Add +18.8% 92,948 $7.0M
Van Eck Associates Corp. 0.01% Add +17.9% 90,736 $6.9M
Alliancebernstein L.P. 0.00% Reduce -1.6% 90,651 $6.9M
Mariner, LLC 0.01% Add +304.7% 89,921 $6.8M
Storebrand Asset Management As 0.02% Add +13.9% 86,924 $6.6M
LPL Financial LLC 0.00% Add +13.1% 86,055 $6.5M
Asset Management One Co., Ltd. 0.02% Add +7.8% 85,674 $6.5M
GW&K Investment Management, LLC 0.05% Reduce -0.0% 85,067 $6.4M
Ensign Peak Advisors, Inc 0.01% Add +7.5% 84,649 $6.4M
Tidal Investments LLC 0.05% Reduce -3.9% 84,485 $6.4M
Skylands Capital, LLC 0.89% Add +19.2% 84,225 $6.4M
Geneva Capital Management LLC 0.11% Reduce -11.4% 84,109 $6.4M
Highlander Partners, L.P. 3.52% No change 81,800 $6.2M
Nomura Holdings Inc. 0.03% New 79,847 $6.1M
Ieq Capital, LLC 0.06% Add +1929.9% 77,380 $5.9M
GMO 0.02% No change 76,107 $5.8M
Cerity Partners LLC 0.01% Add +19.4% 76,364 $5.7M
Kennon-Green & Company, LLC 4.92% Reduce -1.4% 75,186 $5.7M
Meyer Handelman Co. 0.20% Add +13.0% 74,680 $5.7M
Handelsbanken Fonder AB 0.02% Add +25.8% 74,345 $5.6M
Benson Investment Management Company, Inc. 2.32% New 73,602 $5.6M
KLP Kapitalforvaltning As 0.03% — 72,000 $5.5M
University of Texas/Texas Am Investment Management Co. 0.64% Reduce -37.8% 71,780 $5.4M
Parcion Private Wealth LLC 0.40% Add +0.8% 69,265 $5.2M
Eagle Rock Investment Company, LLC 0.87% Reduce -0.1% 69,144 $5.2M
SGL Investment Advisors, Inc. 2.66% Add +0.4% 58,936 $5.2M
State of New Jersey Common Pension Fund D 0.02% No change 66,989 $5.1M
Parallel Advisors, LLC 0.11% Reduce -1.9% 66,901 $5.1M
Pekin Hardy Strauss, Inc. 0.64% Reduce -8.4% 66,410 $5.0M
Benjamin Edwards Inc. 0.07% Add +12.7% 66,217 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -15.1% 65,757 $5.0M
Arizona State Retirement System 0.03% Add +0.6% 64,139 $4.9M
Signet Financial Management, LLC 0.61% Reduce -0.7% 63,461 $4.8M
Mitchell Capital Management Co. 0.84% Reduce -7.6% 63,445 $4.8M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.7% 62,885 $4.8M
Assetmark, Inc. 0.01% Add +19.7% 62,722 $4.8M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.2% 62,466 $4.7M
TD Asset Management Inc 0.00% Add +6.3% 62,178 $4.7M
Kornitzer Capital Management Inc. 0.09% No change 61,642 $4.7M
Thrivent Financial for Lutherans 0.01% Reduce -7.3% 60,442 $4.6M
Brant Point Investment Management LLC 1.08% Reduce -25.0% 60,000 $4.5M
DekaBank Deutsche Girozentrale 0.01% No change 58,561 $4.4M
Palisade Capital Management, LP 0.13% Add +11.4% 57,997 $4.4M
BNP Paribas Financial Markets 0.00% Reduce -54.3% 57,843 $4.4M
Wedge Capital Management L L P 0.08% Add +11.2% 57,241 $4.3M
USS Investment Management Ltd 0.03% Reduce -20.3% 55,429 $4.2M
PGGM Investments 0.06% Add +1.9% 55,235 $4.2M
Thompson Investment Management, Inc. 0.60% Reduce -0.7% 55,020 $4.2M
QRG Capital Management, Inc. 0.04% Add +5.1% 53,566 $4.1M
Assenagon Asset Management S.A. 0.01% Reduce -70.2% 51,550 $3.9M
Mercer Global Advisors Inc. 0.01% Reduce -2.4% 51,305 $3.9M
Kodai Capital Management LP 0.16% Reduce -83.3% 51,295 $3.9M
Martingale Asset Management L P 0.09% Add +7.4% 49,237 $3.7M
Neo Ivy Capital Management 0.75% New 49,002 $3.7M
Exencial Wealth Advisors, LLC 0.14% Reduce -2.4% 48,432 $3.7M
Federation des caisses Desjardins du Quebec 0.02% Reduce -1.6% 48,294 $3.7M
Capital Analysts, LLC 0.15% Add +5.0% 48,014 $3.6M
Janney Montgomery Scott LLC 0.01% Add +3.7% 48,009 $3.6M
ExodusPoint Capital Management, LP 0.04% New 47,277 $3.6M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -0.6% 47,220 $3.6M
Katamaran Capital LLP 4.77% — 47,037 $3.6M
Dean Investment Associates, LLC 0.51% Add +4.5% 46,869 $3.6M
Fisher Funds Management LTD 0.09% — 46,757 $3.5M
Allianz Asset Management GmbH 0.01% Reduce -27.1% 45,647 $3.5M
Aristides Capital LLC 1.08% Add +12.1% 45,510 $3.4M
DNB Asset Management AS 0.01% Reduce -1.1% 45,495 $3.4M
Clark Estates Inc. 0.66% Reduce -10.8% 45,399 $3.4M
Meiji Yasuda Asset Management Co Ltd. 0.13% Add +3.2% 44,857 $3.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 44,309 $3.4M
Vinva Investment Management Ltd 0.13% Add +68.8% 43,792 $3.3M
Lazard Asset Management LLC 0.01% Reduce -2.7% 43,571 $3.3M
IFM Investors Pty Ltd 0.03% Reduce -11.2% 43,394 $3.3M
American Century Companies Inc. 0.00% Add +115.0% 43,094 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +13.9% 42,292 $3.2M
Bessemer Group Inc. 0.01% No change 41,658 $3.2M
Neuberger Berman Group LLC 0.00% Reduce -18.7% 41,118 $3.1M
Stephens Inc. 0.04% Reduce -19.4% 40,472 $3.1M
Titan Global Capital Management USA LLC 0.46% Reduce -8.3% 40,129 $3.0M
Daiwa Securities Group Inc. 0.01% Add +1.9% 40,043 $3.0M
Formula Growth Ltd. 1.02% Reduce -2.5% 39,675 $3.0M
Millennium Management 0.00% Reduce -92.5% 39,329 $3.0M
River Global Investors LLP 0.57% New 38,580 $2.9M
Sanctuary Advisors, LLC 0.02% Add +6.1% 35,422 $2.9M
Forsta Ap-Fonden 0.02% Reduce -5.8% 37,500 $2.8M
Groupama Asset Managment 0.06% Add +20.7% 37,140 $2.8M
Aberdeen Group plc 0.01% Reduce -16.8% 35,940 $2.7M
Utah Retirement Systems 0.03% Add +0.6% 35,636 $2.7M
Illinois Municipal Retirement Fund 0.04% No change 35,082 $2.7M
Comerica Bank 0.01% Add +8.9% 34,730 $2.6M
Legal Advantage Investments, Inc. 1.37% Reduce -1.7% 34,300 $2.6M
NorthCoast Asset Management LLC 0.01% Reduce -1.8% 34,272 $2.6M
Guardian Wealth Management, Inc. 1.75% Reduce -0.0% 33,941 $2.6M
Wealthfront Advisers LLC 0.01% Add +61.4% 32,512 $2.5M
Oppenheimer Asset Management Inc. 0.03% Reduce -6.4% 32,036 $2.4M
Savant Capital, LLC 0.02% Add +2.3% 31,822 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Add +1.2% 31,730 $2.4M
Archford Capital Strategies, LLC 0.36% Add +3.4% 31,544 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% — 31,477 $2.4M
Greenleaf Trust 0.02% Reduce -3.4% 31,233 $2.4M
BTC Capital Management, Inc. 0.22% New 31,018 $2.4M
Blair William & Co. 0.01% Reduce -10.8% 30,144 $2.3M
Toronto Dominion Bank 0.00% Reduce -7.5% 29,736 $2.3M
FourThought Financial Partners, LLC 0.23% Reduce -0.7% 28,860 $2.2M
44 Wealth Management LLC 0.84% Add +7.9% 28,759 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.5% 27,328 $2.1M
Credit Agricole S A 0.01% Add +8.2% 26,924 $2.0M
OMERS ADMINISTRATION Corp 0.02% Reduce -26.3% 26,908 $2.0M
Dean Capital Management 0.83% Add +0.2% 25,839 $2.0M
State of Alaska, Department of Revenue 0.02% No change 25,623 $1.9M
Bokf, NA 0.03% Add +11.0% 25,643 $1.9M
Cwm, LLC 0.01% Add +90.3% 25,256 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +103.0% 25,070 $1.9M
Squarepoint Ops LLC 0.00% New 24,296 $1.8M
Rothschild Investment LLC 0.12% Reduce -0.3% 24,232 $1.8M
Catalyst Capital Advisors LLC 0.04% Reduce -2.6% 23,850 $1.8M
TD Private Client Wealth LLC 0.05% Add +15.7% 23,824 $1.8M
Xponance LLC 0.02% Add +27.1% 23,787 $1.8M
Integrated Investment Consultants, LLC 0.36% Add +14.8% 23,326 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.0% 23,171 $1.8M
Choreo, LLC 0.03% Add +253.6% 23,145 $1.8M
Cetera Investment Advisers 0.00% Add +69.1% 22,799 $1.7M
LRI Investments, LLC 0.16% No change 22,598 $1.7M
MML Investors Services, LLC 0.01% Add +109.1% 22,055 $1.7M
Ethic Inc. 0.03% Reduce -20.6% 21,445 $1.6M
Nisa Investment Advisors, LLC 0.01% Reduce -19.9% 20,943 $1.6M
Delphi Management Inc. 1.53% Add +0.9% 20,883 $1.6M
Marshall Wace, LLP 0.00% Reduce -47.7% 20,783 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -4.9% 20,776 $1.6M
Headlands Technologies LLC 0.16% Add +111.3% 20,651 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.1% 20,604 $1.6M
Elo Mutual Pension Insurance Co 0.03% Add +3.6% 20,484 $1.6M
Argent Trust Co 0.06% Add +0.2% 19,540 $1.5M
Park Avenue Securities LLC 0.02% Add +385.8% 19,382 $1.5M
Canada Pension Plan Investment Board 0.00% Add +338.6% 19,300 $1.5M
Truist Financial Corp. 0.00% Add +82.0% 19,078 $1.4M
Lombard Odier Asset Management (Switzerland) SA 0.10% Reduce -37.3% 18,610 $1.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +455.9% 18,607 $1.4M
Boyar Asset Management Inc. 0.90% Add +0.5% 18,064 $1.4M
Gateway Investment Advisers LLC 0.01% Reduce -12.1% 17,765 $1.3M
Lombard Odier Asset Management (Europe) Ltd 0.09% Reduce -21.1% 17,750 $1.3M
Vontobel Holding Ltd. 0.00% New 17,577 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -0.9% 17,530 $1.3M
Inlet Private Wealth, LLC 0.35% Add +22.9% 17,475 $1.3M
Tredje AP-fonden 0.01% Reduce -50.0% 17,402 $1.3M
Plato Investment Management Ltd 0.10% No change 17,323 $1.3M
US Bancorp \de 0.00% Add +0.4% 17,230 $1.3M
Alps Advisors Inc. 0.01% Add +0.2% 16,964 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.8% 16,885 $1.3M
Raiffeisen Bank International AG 0.02% — 16,772 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -75.1% 16,605 $1.3M
Byrne Asset Management LLC 1.01% Reduce -2.4% 16,341 $1.2M
Koss-Olinger Consulting, LLC 0.11% New 16,287 $1.2M
Jackson Square Capital, LLC 0.29% Reduce -28.0% 15,640 $1.2M
Kensington Investment Counsel, LLC 0.49% Reduce -0.0% 15,547 $1.2M
Atria Investments, Inc 0.01% Add +8.4% 15,165 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +17.2% 15,081 $1.1M
Walter & Keenan Wealth Management LLC /in/ 0.34% No change 15,000 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.8% 14,909 $1.1M
Jane Street Group, LLC 0.00% Reduce -79.0% 14,467 $1.1M
Western Wealth Management, LLC 0.06% Reduce -9.3% 14,411 $1.1M
Regions Financial Corp. 0.01% Reduce -2.5% 14,139 $1.1M
AXA S.A. 0.00% Reduce -32.8% 14,113 $1.1M
Investment Management Corp of Ontario 0.03% Add +87.5% 13,831 $1.0M
HighTower Advisors, LLC 0.00% Add +6.2% 13,658 $1.0M
Cyrus J. Lawrence, LLC 0.19% No change 13,197 $1.0M
Point72 Asset Management 0.00% Reduce -97.8% 12,896 $977K
Avantra Family Wealth, Inc. 0.91% — 12,826 $972K
World Investment Advisors 0.03% Add +8.2% 12,522 $949K
Curated Wealth Partners LLC 0.11% Add +5.9% 12,442 $943K
CastleKnight Management LP 0.11% No change 12,400 $940K
Kestra Private Wealth Services, LLC 0.02% Add +43.4% 12,352 $936K
Clearstead Advisors, LLC 0.01% Add +11.5% 12,257 $929K
&partners 0.01% Add +52.3% 12,097 $920K
Legacy Wealth Asset Management, LLC 0.25% Reduce -3.9% 12,008 $910K
Roberts Capital Advisors, LLC 0.75% No change 11,759 $891K
Mgo One Seven LLC 0.03% Add +218.3% 11,616 $880K
one8zero8, LLC 0.19% — 11,520 $873K
Maryland State Retirement & Pension System 0.02% Reduce -6.5% 11,473 $869K
Hillsdale Investment Management Inc. 0.04% Add +3.6% 11,430 $866K
Auxano Advisors, LLC 0.22% Reduce -4.8% 11,338 $859K
First National Bank of Hutchinson 0.52% Add +3.5% 11,282 $855K
Captrust Financial Advisors 0.00% Add +38.8% 11,132 $844K
Principal Financial Group Inc. 0.00% Reduce -21.0% 11,018 $835K
Amalgamated Bank 0.01% Reduce -2.8% 10,974 $832K
Cornercap Investment Counsel Inc. 0.27% Reduce -3.5% 10,964 $831K
Groesbeck Investment Management Corp. 1.07% No change 10,873 $824K
Prudential Financial Inc. 0.00% Reduce -49.8% 10,696 $811K
O'shaughnessy Asset Management, LLC 0.01% Add +5.5% 10,632 $806K
AlphaMark Advisors, LLC 0.34% Add +4.1% 10,359 $785K
Corient Private Wealth LP 0.00% Reduce -32.9% 10,223 $775K
Union Bancaire Privee, UBP SA 0.01% — 10,137 $772K
Meiji Yasuda Life Insurance Co 0.01% No change 10,105 $766K
Cibc World Markets Corp. 0.00% Reduce -22.9% 9,995 $757K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +85.2% 9,956 $754K
Osaic Holdings, Inc. 0.00% Add +35.4% 12,037 $752K
Unigestion Holding SA 0.04% No change 9,914 $751K
CIBC Asset Management Inc 0.00% Add +12.8% 9,857 $747K
Intech Investment Management LLC 0.01% Add +6.2% 9,766 $740K
Wolverine Asset Management LLC 0.05% No change 9,590 $727K
Haven Private, LLC 0.40% — 9,491 $719K
Verition Fund Management LLC 0.00% Reduce -77.7% 9,464 $717K
Foster & Motley Inc. 0.05% Reduce -11.7% 9,167 $695K
Kestra Advisory Services, LLC 0.00% Add +14.9% 9,156 $694K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +0.6% 9,019 $683K
Oppenheimer & Co. Inc. 0.01% No change 8,965 $679K
Summit Trail Advisors, LLC 0.02% Add +18.7% 8,870 $672K
Envestnet Portfolio Solutions, Inc. 0.00% Add +81.8% 8,724 $661K
Creative Planning 0.00% Add +32.0% 8,621 $653K
Swiss Life Asset Management Ltd 0.00% New 8,605 $651K
M&T Bank Corp 0.00% Add +0.2% 8,538 $647K
Davis Capital Management 0.53% Add +28.7% 8,532 $647K
State of Wyoming 0.08% Add +17.3% 8,423 $638K
Aviva PLC 0.00% Reduce -0.9% 8,058 $611K
Baird Financial Group, Inc. 0.00% Add +4.2% 7,976 $604K
United Capital Financial Advisors, LLC 0.01% Reduce -8.9% 7,914 $600K
Schechter Investment Advisors, LLC 0.05% Reduce -0.4% 7,898 $599K
Integrated Wealth Concepts LLC 0.01% Add +24.3% 7,865 $596K
Arax Advisory Partners 0.04% Reduce -0.4% 7,834 $594K
Bank of Nova Scotia 0.00% Reduce -81.0% 7,767 $589K
Denali Advisors LLC 0.06% Add +107.8% 7,711 $584K
Perritt Capital Management Inc 0.30% No change 7,563 $573K
Commonwealth Equity Services, LLC 0.00% Add +1.2% 7,512 $569K
Prudent Man Advisors, LLC 0.21% Reduce -11.2% 7,488 $567K
Pallas Capital Advisors LLC 0.02% Add +51.7% 7,476 $567K
Affinity Investment Advisors, LLC 0.47% Reduce -22.0% 7,423 $563K
Tectonic Advisors LLC 0.04% Add +4.6% 7,390 $560K
Snowden Capital Advisors LLC 0.02% Add +14.6% 7,374 $559K
CHICAGO TRUST Co NA 0.10% Reduce -1.4% 7,290 $552K
Sienna Gestion 0.04% No change 7,280 $552K
Forum Financial Management, LP 0.01% Add +96.3% 7,264 $550K
Banco Santander, S.A. 0.01% No change 7,225 $548K
State of Michigan Retirement System 0.00% Reduce -4.0% 7,170 $543K
Carret Asset Management, LLC 0.06% Reduce -5.5% 7,091 $537K
EP Wealth Advisors, LLC 0.00% Add +2.0% 7,003 $531K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -1.9% 6,951 $527K
Focus Partners Wealth 0.00% Add +137.2% 6,931 $525K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,772 $513K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 6,748 $511K
Allstate Corp. 0.01% New 6,648 $504K
NorthCrest Asset Manangement, LLC 0.01% Add +10.4% 6,503 $493K
Peninsula Wealth, LLC 0.08% No change 6,422 $487K
CSS LLC 0.09% New 6,350 $481K
First Hawaiian Bank 0.02% Reduce -1.3% 6,346 $481K
CenterBook Partners LP 0.03% Reduce -32.0% 6,330 $480K
Stonegate Investment Group, LLC 0.01% Add +17.2% 6,327 $479K
Jones Financial Companies LLLP 0.00% Add +30.6% 6,321 $479K
Ossiam 0.01% Add +44.8% 6,152 $466K
Graypoint LLC 0.03% Reduce -25.3% 6,142 $465K
CIBC Private Wealth Group LLC 0.00% Reduce -0.6% 5,757 $438K
Avantax Advisory Services, Inc. 0.00% Reduce -12.1% 5,734 $435K
Trust Co. of Vermont 0.02% Reduce -9.4% 5,720 $433K
EntryPoint Capital, LLC 0.18% New 5,702 $432K
Qtron Investments LLC 0.06% No change 5,382 $408K
Pinebridge Investments, L.P. 0.00% Reduce -80.1% 5,197 $394K
Machina Capital S.A.S. 0.16% Reduce -31.6% 5,164 $391K
Townsquare Capital LLC 0.00% Add +51.5% 5,161 $391K
Waverly Advisors, LLC 0.01% New 5,056 $383K
Mutual Advisors, LLC 0.01% Reduce -8.6% 4,696 $371K
Sylvest Advisors, LLC 0.22% — 4,812 $365K
Alhambra Investment Management LLC 0.19% New 4,806 $364K
CI Investments Inc. 0.00% Reduce -49.1% 4,773 $362K
Yousif Capital Management, LLC 0.00% Add +8.6% 4,749 $360K
Merit Financial Group, LLC 0.01% New 4,736 $359K
O'Brien Greene & Co. Inc 0.11% Add +2.0% 4,589 $348K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,587 $348K
Asahi Life Asset Management Co., LTD. 0.21% New 4,560 $346K
Cary Street Partners Financial LLC 0.01% — 4,533 $343K
Net Worth Advisory Group 0.10% Add +0.7% 4,495 $341K
Evercore Wealth Management, LLC 0.01% No change 4,460 $338K
Hancock Whitney Corp. 0.01% New 4,438 $336K
Cibc World Market Inc. 0.00% Reduce -40.5% 4,275 $324K
Schonfeld Strategic Advisors LLC 0.00% Reduce -95.5% 4,275 $324K
SG Americas Securities, LLC 0.00% New 4,248 $322K
Tower Research Capital LLC (TRC) 0.01% Reduce -34.4% 4,244 $322K
Bleakley Financial Group, LLC 0.01% Reduce -0.6% 4,202 $318K
Ironwood Investment Counsel, LLC 0.05% Reduce -2.9% 4,202 $318K
UniSuper Management Pty Ltd 0.00% Reduce -22.2% 4,200 $318K
Campbell & CO Investment Adviser LLC 0.02% Reduce -42.4% 4,087 $310K
Nicolet Bankshares Inc. 0.06% Reduce -15.7% 4,063 $308K
Old National Bancorp 0.01% Reduce -8.9% 4,062 $308K
Fiduciary Trust Co 0.00% Add +14.9% 3,930 $298K
New World Advisors LLC 0.07% Reduce -16.1% 3,900 $296K
Chicago Partners Investment Group LLC 0.01% New 3,819 $290K
Transcend Capital Advisors, LLC 0.02% Add +13.4% 3,822 $290K
MetLife Investment Management, LLC 0.00% Add +0.3% 3,775 $286K
Vestcor Inc 0.01% Reduce -0.2% 3,688 $279K
Motley Fool Asset Management LLC 0.01% Add +8.4% 3,648 $276K
MeadowBrook Investment Advisors LLC 0.25% No change 3,610 $274K
Sheets Smith Wealth Management 0.03% No change 3,600 $273K
Copeland Capital Management, LLC 0.01% Add +0.2% 3,566 $270K
Commerce Bank 0.00% Add +2.5% 3,562 $270K
Veltria Advisors Corp. 0.11% Reduce -27.6% 3,550 $269K
Lake Street Advisors Group, LLC 0.01% Reduce -2.2% 3,521 $267K
AlphaCore Capital LLC 0.06% Reduce -4.7% 3,517 $267K
GeoWealth Management, LLC 0.01% Add +996.6% 3,509 $266K
Advisory Services Network, LLC 0.00% Reduce -4.2% 3,434 $260K
Sequoia Financial Advisors, LLC 0.00% Reduce -99.3% 3,403 $258K
Inspire Investing, LLC 0.03% Reduce -11.4% 3,403 $258K
Castleark Management LLC 0.01% Reduce -63.9% 3,400 $258K
Grant Private Wealth Management Inc 0.27% — 3,326 $252K
Wealth Alliance, LLC 0.03% Add +3.3% 3,302 $250K
Claret Asset Management Corp 0.04% Add +0.7% 3,258 $247K
Foundations Investment Advisors, LLC 0.00% Add +5.6% 3,249 $246K
Concurrent Investment Advisors, LLC 0.01% Add +8.2% 3,220 $244K
Kera Capital Partners, Inc. 0.07% — 3,198 $242K
Wellington Management Group LLP 0.00% Add +5.3% 3,193 $242K
Meixler Investment Management, Ltd. 0.18% Reduce -7.6% 3,177 $241K
Fullcircle Wealth LLC 0.10% New 2,667 $236K
J.Safra Asset Management Corp 0.02% Add +210.3% 3,084 $233K
Signaturefd, LLC 0.00% Reduce -0.5% 3,079 $233K
Rehmann Capital Advisory Group 0.01% Add +0.5% 3,070 $233K
Independent Financial Group, LLC 0.01% Add +0.2% 3,062 $232K
Metis Global Partners, LLC 0.01% Add +7.1% 3,025 $229K
Principal Securities, Inc. 0.01% Add +163.4% 3,005 $228K
Legacy Capital Group California, Inc. 0.07% Add +5.8% 3,003 $228K
Vident Advisory, LLC 0.00% Add +6.1% 2,964 $225K
Sovereign Investment Advisors, LLC 0.06% New 2,847 $216K
Meeder Advisory Services, Inc. 0.01% New 2,845 $216K
Arkadios Wealth Advisors 0.01% New 2,843 $215K
Moneta Group Investment Advisors LLC 0.00% New 2,841 $215K
Venturi Wealth Management, LLC 0.01% Add +312.1% 2,839 $215K
Boston Family Office LLC 0.01% No change 2,840 $215K
Hutchens & Kramer Investment Management Group, LLC 0.11% Add +0.8% 2,779 $211K
GAMMA Investing LLC 0.02% Add +16.3% 2,749 $208K
Sky Investment Group LLC 0.04% No change 2,700 $205K
Prudential PLC 0.00% New 2,692 $204K
Hyperion Capital Advisors LP 0.10% New 2,672 $202K
Atria Wealth Solutions, Inc. 0.00% New 2,645 $200K
Global Strategic Investment Solutions, LLC 0.02% New 2,643 $200K
Guyasuta Investment Advisors Inc. 0.01% New 2,642 $200K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.0% 2,607 $198K
Ostrum Asset Management 0.02% Reduce -4.0% 2,574 $195K
IFP Advisors, Inc 0.01% Add +9.7% 2,412 $183K
Atlatl Advisers LLC 0.10% — 2,292 $174K
EverSource Wealth Advisors, LLC 0.01% Add +47.0% 2,241 $170K
Tortoise Investment Management, LLC 0.02% No change 2,000 $152K
Allworth Financial LP 0.00% Add +49.3% 1,901 $151K
Quadrant Capital Group LLC 0.01% No change 1,847 $140K
Hilltop National Bank 0.04% Reduce -8.4% 1,680 $127K
Concourse Financial Group Securities, Inc. 0.01% No change 1,574 $125K
Covestor Ltd 0.07% Reduce -30.6% 1,569 $119K
Coppell Advisory Solutions LLC 0.02% Add +240.6% 1,526 $115K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -72.7% 1,503 $114K
Corebridge Financial, Inc. 0.00% Reduce -6.6% 1,494 $113K
Global Retirement Partners, LLC 0.00% Add +11.8% 1,417 $107K
Transamerica Financial Advisors, LLC 0.01% Reduce -3.1% 1,381 $105K
Motco 0.01% No change 1,355 $103K
Medallion Wealth Advisors, LLC 0.05% — 1,258 $101K
Anchor Investment Management, LLC 0.01% No change 1,298 $98K
First Horizon Advisors, Inc. 0.00% Add +20.6% 1,297 $98K
MAI Capital Management 0.00% New 1,254 $95K
Murphy & Mullick Capital Management Corp 0.08% — 1,198 $91K
Farther Finance Advisors, LLC 0.00% Add +15.7% 1,163 $88K
Natixis 0.00% Reduce -94.4% 1,123 $85K
Smartleaf Asset Management LLC 0.01% Add +81.1% 1,119 $85K
Penserra Capital Management LLC 0.00% Reduce -2.9% 985 $74K
Brooklyn Investment Group 0.02% Reduce -2.1% 964 $73K
Versant Capital Management, Inc 0.02% Add +32.5% 949 $72K
Kapitalo Investimentos Ltda 0.05% New 904 $69K
Steward Partners Investment Advisory, LLC 0.00% Add +16.1% 885 $67K
Global X Japan Co., Ltd. 0.01% Add +193.3% 871 $66K
Fortis Group Advisors, LLC 0.01% Reduce -13.0% 870 $66K
CENTRAL TRUST Co 0.00% New 853 $65K
Rialto Wealth Management, LLC 0.02% — 848 $64K
Valley National Advisers Inc. 0.01% Reduce -33.9% 854 $64K
Blue Trust, Inc. 0.00% Reduce -58.2% 824 $62K
Westpac Banking Corp. 0.00% No change 738 $56K
Central Pacific Bank - Trust Division 0.01% Reduce -15.6% 704 $53K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -41.7% 700 $53K
Strengthening Families & Communities, LLC 0.03% No change 675 $51K
Financial Perspectives, Inc 0.02% New 670 $51K
1620 Investment Advisors, Inc. 0.04% Reduce -2.1% 663 $50K
Colonial Trust Co / SC 0.01% Add +239.3% 553 $42K
True Wealth Design, LLC 0.02% Add +163.6% 551 $42K
Bellevue Asset Management, LLC 0.02% No change 534 $40K
Parkside Financial Bank & Trust 0.01% Add +76.1% 530 $40K
Ransom Advisory, Ltd 0.02% No change 525 $40K
Kestra Investment Management, LLC 0.00% New 513 $39K
Financial Avengers, Inc. 0.02% Add +0.2% 504 $38K
Evelyn Partners Investment Management LLP 0.00% — 500 $38K
LGT Financial Advisors LLC 0.08% No change 489 $37K
Spire Wealth Management 0.00% Add +13.4% 464 $35K
Lindbrook Capital, LLC 0.00% Add +10.2% 452 $34K
Quent Capital, LLC 0.00% Add +39.3% 383 $29K
Caldwell Trust Co 0.00% Reduce -39.0% 324 $25K
Salem Investment Counselors Inc. 0.00% No change 310 $23K
Duncker Streett & Co. Inc. 0.00% New 306 $23K
Eagle Bay Advisors LLC 0.01% No change 259 $20K
Huntington National Bank 0.00% Reduce -12.0% 249 $19K
JFS Wealth Advisors, LLC 0.00% Reduce -28.4% 247 $19K
Hemington Wealth Management 0.00% Add +50.6% 241 $18K
WR Wealth Planners, LLC 0.01% No change 226 $17K
Tucker Asset Management LLC 0.00% No change 216 $16K
Capital Advisors, Ltd. LLC 0.00% No change 212 $16K
Private Trust Co. NA 0.00% Add +1400.0% 210 $16K
Meeder Asset Management Inc. 0.00% Add +229.0% 204 $15K
Oarsman Capital, Inc. 0.00% No change 191 $14K
Carolinas Wealth Consulting LLC 0.00% Reduce -2.1% 186 $14K
Smithfield Trust Co 0.00% No change 179 $14K
CVA Family Office, LLC 0.00% Add +38.0% 167 $13K
Putney Financial Group LLC 0.01% — 165 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 162 $12K
Harbour Investments, Inc. 0.00% No change 162 $12K
Fifth Third Bancorp 0.00% Reduce -47.8% 153 $12K
Hollencrest Capital Management 0.00% No change 145 $11K
West Branch Capital LLC 0.00% No change 142 $11K
Criterion Capital Advisors, LLC 0.01% No change 160 $10K
Atwood & Palmer Inc. 0.00% No change 132 $10K
Global Trust Asset Management, LLC 0.00% New 128 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +25.3% 114 $9K
Pinnacle Bancorp, Inc. 0.00% New 111 $8K
Nemes Rush Group LLC 0.00% New 111 $8K
Beacon Capital Management, LLC 0.00% No change 101 $8K
Key Financial Inc 0.00% Add +621.4% 101 $8K
Aventura Private Wealth, LLC 0.00% — 100 $8K
Mather Group, Llc. 0.00% Add +42.9% 100 $8K
St Germain D J Co. Inc. 0.00% No change 99 $8K
Geneos Wealth Management Inc. 0.00% No change 91 $7K
WPG Advisers, LLC 0.01% — 89 $7K
Red Tortoise LLC 0.00% No change 87 $7K
Bell Investment Advisors, Inc 0.00% No change 85 $6K
CoreCap Advisors, LLC 0.00% No change 80 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 78 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 77 $6K
Continuum Advisory, LLC 0.00% No change 73 $6K
Private Wealth Management Group, LLC 0.00% No change 68 $5K
Twin Tree Management, LP 0.00% Reduce -43.4% 64 $5K
Bruce G. Allen Investments, LLC 0.00% No change 61 $5K
First Pacific Financial 0.00% New 60 $5K
Frazier Financial Advisors, LLC 0.00% No change 60 $5K
Fortitude Family Office, LLC 0.00% No change 59 $4K
AdvisorNet Financial, Inc 0.00% Add +54.0% 57 $4K
Brown Brothers Harriman & Co. 0.00% No change 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
Bogart Wealth, LLC 0.00% No change 48 $4K
Larson Financial Group LLC 0.00% Add +58.6% 46 $3K
Golden State Wealth Management, LLC 0.00% — 44 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 43 $3K
NewEdge Advisors, LLC 0.00% Reduce -37.3% 42 $3K
Park Place Capital Corp 0.00% No change 41 $3K
Winthrop Capital Management, LLC 0.00% No change 44 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.6% 39 $3K
Hexagon Capital Partners LLC 0.00% Add +77.3% 39 $3K
Plante Moran Financial Advisors, LLC 0.00% New 36 $3K
SBI Securities Co., Ltd. 0.00% — 36 $3K
TD Waterhouse Canada Inc. 0.00% No change 35 $3K
SJS Investment Consulting Inc. 0.00% Reduce -3.1% 31 $2K
HM Payson & Co. 0.00% No change 29 $2K
TD Capital Management LLC 0.00% New 28 $2K
Abound Wealth Management 0.00% No change 27 $2K
Provenance Wealth Advisors, LLC 0.00% No change 23 $2K
Avior Wealth Management, LLC 0.00% Reduce -41.2% 20 $2K
Sachetta, LLC 0.00% No change 16 $1K
Cornerstone Planning Group LLC 0.00% New 13 $1K
Avion Wealth 0.00% Add +36.8% 26 $1K
Picton Mahoney Asset Management 0.00% No change 15 $1K
Manchester Capital Management LLC 0.00% No change 11 $834
Global Financial Private Client, LLC 0.00% New 10 $758
MV Capital Management, Inc. 0.00% No change 10 $758
Kimelman & Baird, LLC 0.00% No change 9 $683
Legacy Investment Solutions, LLC 0.00% No change 7 $607
Legacy Wealth Managment, LLC 0.00% No change 7 $607
Parkworth Wealth Management, Inc. 0.00% — 7 $530
Transce3nd, LLC 0.00% — 7 $530
Principia Wealth Advisory, LLC 0.00% — 6 $455
Old Second National Bank of Aurora 0.00% New 6 $455
WealthTrak Capital Management LLC 0.00% — 5 $379
Raleigh Capital Management Inc. 0.00% No change 5 $379
Winnacle Wealth LLC 0.00% — 5 $342
HHM Wealth Advisors, LLC 0.00% New 3 $228
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $152
Rakuten Securities, Inc. 0.00% No change 2 $152
High Note Wealth, LLC 0.00% New 2 $152
New Millennium Group LLC 0.00% Reduce -33.3% 2 $147
TFC Financial Management, Inc. 0.00% No change 1 $76
Cape Investment Advisory, Inc. 0.00% New 1 $76
Wood Tarver Financial Group, LLC 0.00% — 5 $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.