Ss&c Technologies HoldingsSSNC
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $89.4M |
| Exits | 89 | $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.