Ss&c Technologies HoldingsSSNC

13F holders, Q4 2025 (December 31)
758holders +36
77new positions
69sold out
7famous investors
$87.39avg. 13F price*

At the end of Q4 2025, 758 institutions reported holding Ss&c Technologies Holdings (SSNC) in their 13F filings, up 36 from Q3 2025. 77 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($2.4B), Vanguard Group Inc. ($1.8B) and Janus Henderson Group PLC ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions77$325.2M
Exits69$95.1M

All 13F filers, Q3 2025 → Q4 2025: 18,500,085 shares bought and 12,062,530 shares sold, net +6,437,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 758 holders

BlackRock, Inc. 0.04% Reduce -1.3% 27,948,519 $2.4B
Vanguard Group Inc. 0.03% Add +0.4% 20,532,012 $1.8B
Janus Henderson Group PLC 0.55% Reduce -15.2% 14,017,309 $1.2B
Pzena Investment Management LLC 2.70% Add +1.4% 10,313,582 $901.6M
FMR LLC 0.03% Add +38.1% 7,749,648 $677.5M
State Street Corp. 0.02% Add +2.1% 6,064,115 $530.1M
Bank of Montreal 0.18% Add +4424.6% 5,126,190 $448.1M
Boston Partners 0.39% Reduce -3.4% 4,285,669 $374.6M
Cantillon Capital Management LLC 2.01% Add +0.8% 4,258,493 $372.3M
Swedbank AB 0.32% Add +0.9% 3,744,599 $327.4M
Geode Capital Management, LLC 0.02% Add +0.1% 3,732,017 $325.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.41% Reduce -7.5% 3,153,268 $275.7M
T. Rowe Price Associates Inc. 0.03% Reduce -11.7% 3,133,900 $274.0M
Dimensional Fund Advisors LP 0.06% Add +2.5% 3,055,527 $267.1M
Bank of America Corp. 0.02% Reduce -11.9% 2,990,714 $261.4M
Norges Bank 0.03% — 2,777,920 $242.8M
Lyrical Asset Management LP 2.88% New 2,523,146 $220.6M
Goldman Sachs Group Inc. 0.03% Add +48.8% 2,267,884 $198.3M
AQR Capital Management 0.10% Reduce -7.0% 2,197,535 $192.1M
Robeco Institutional Asset Management B.V. 0.25% Add +14.4% 2,014,370 $176.1M
Snyder Capital Management L P 3.20% Add +3.4% 1,962,140 $171.5M
Franklin Resources Inc. 0.04% Reduce -14.0% 1,801,678 $157.5M
Alkeon Capital Management LLC 0.67% No change 1,764,916 $154.3M
Fort Washington Investment Advisors Inc. 0.79% Reduce -0.1% 1,707,367 $149.3M
Qube Research & Technologies Ltd 0.19% Add +210.8% 1,486,163 $129.9M
Alliancebernstein L.P. 0.04% Add +11.6% 1,407,642 $123.1M
Northern Trust Corp. 0.01% Reduce -1.6% 1,306,434 $114.2M
KBC Group NV 0.25% Add +23.9% 1,240,129 $108.4M
Legal & General Group Plc 0.02% Reduce -4.2% 1,205,646 $105.4M
Hudson Way Capital Management LLC 8.33% Reduce -1.1% 1,199,215 $104.8M
Amundi 0.03% Add +94.2% 1,196,866 $104.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +14.2% 1,169,419 $102.2M
Progeny 3, Inc. 5.30% No change 1,125,500 $98.4M
Capital International Investors 0.02% Add +0.4% 1,121,718 $98.1M
Morgan Stanley 0.01% Add +4.1% 1,085,208 $94.9M
Brandes Investment Partners, LP 0.70% Add +2.6% 1,052,905 $92.0M
Senator Investment Group LP 3.63% Add +6.0% 1,035,193 $90.5M
Victory Capital Management Inc. 0.04% Reduce -18.9% 897,546 $78.5M
Junto Capital Management LP 1.73% Reduce -12.2% 883,684 $77.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.6% 870,244 $76.1M
Lakewood Capital Management, LP 4.98% Add +6.4% 818,954 $71.6M
Pacer Advisors, Inc. 0.19% Reduce -5.5% 813,677 $71.1M
Panagora Asset Management Inc. 0.25% Add +38.5% 813,506 $71.1M
Turtle Creek Asset Management Inc. 3.11% Reduce -11.9% 808,549 $70.7M
Wedge Capital Management L L P 1.21% Reduce -6.5% 768,943 $67.2M
Russell Investments Group, Ltd. 0.07% Add +6.5% 764,650 $66.9M
Citadel Advisors 0.05% Add +3.9% 747,193 $65.3M
First Trust Advisors LP 0.05% Reduce -6.4% 723,024 $63.2M
Mackenzie Financial Corp. 0.07% Reduce -4.0% 698,599 $61.7M
GMT Capital Corp 3.21% Reduce -9.7% 703,400 $61.5M
Bank of New York Mellon Corp 0.01% Reduce -23.6% 699,528 $61.2M
UBS Group AG 0.01% Reduce -11.2% 688,494 $60.2M
Danica Pension, Livsforsikringsaktieselskab 0.86% Reduce -6.8% 680,000 $59.4M
Envestnet Asset Management Inc. 0.02% Reduce -12.2% 674,111 $58.9M
Wells Fargo & Company 0.01% Reduce -4.5% 653,039 $57.1M
Commerce Bank 0.31% Add +2.4% 645,081 $56.4M
Sunriver Management LLC 5.78% Add +24.4% 630,879 $55.2M
New South Capital Management Inc. 2.52% Add +0.4% 625,340 $54.7M
North Star Asset Management Inc. 2.14% Add +0.4% 607,989 $53.2M
Swiss National Bank 0.03% Reduce -5.8% 602,400 $52.7M
Natixis Advisors, LLC 0.07% Reduce -2.0% 589,250 $51.5M
River Road Asset Management, LLC 0.56% Reduce -1.7% 582,929 $51.0M
Baron Capital (BAMCO) 0.14% Reduce -0.7% 578,673 $50.6M
Raymond James Financial Inc. 0.02% Add +0.1% 574,125 $50.2M
Invesco Ltd. 0.00% Add +0.7% 563,717 $49.3M
Deutsche Bank AG 0.02% Add +10.2% 556,796 $48.7M
California Public Employees Retirement System 0.03% Reduce -17.5% 555,061 $48.5M
Danske Bank A/S 0.11% Add +103.0% 521,042 $45.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.3% 510,611 $44.6M
Treasurer of the State of North Carolina 0.13% Reduce -1.7% 478,235 $41.8M
Gotham Asset Management 0.15% Add +8.3% 474,016 $41.4M
Squarepoint Ops LLC 0.08% Add +698.0% 471,086 $41.2M
California State Teachers Retirement System 0.04% Add +3.0% 454,515 $39.7M
Seizert Capital Partners, LLC 1.65% Reduce -1.0% 446,648 $39.0M
JPMorgan Chase & Co. 0.00% Add +17.9% 438,389 $38.3M
Great Lakes Advisors, LLC 0.29% Reduce -4.0% 403,980 $35.3M
Thompson Siegel & Walmsley LLC 0.59% Add +3.7% 401,923 $35.1M
Korea Investment CORP 0.07% Add +16.4% 398,805 $34.9M
Prana Capital Management, LP 1.25% Reduce -12.6% 393,103 $34.4M
Ameriprise Financial Inc. 0.01% Add +9.5% 379,971 $33.2M
Barclays PLC 0.01% Add +199.3% 372,551 $32.6M
Citigroup Inc. 0.02% Reduce -4.5% 366,886 $32.1M
ZWJ Investment Counsel Inc. 1.16% Add +0.4% 366,394 $32.0M
Nordea Investment Management AB 0.03% Reduce -19.0% 332,598 $29.3M
Public Employees Retirement Association of Colorado 0.11% No change 330,772 $28.9M
Cresset Asset Management, LLC 0.12% Add +19.4% 315,964 $27.6M
Susquehanna International Group, LLP 0.04% Reduce -44.2% 300,532 $26.3M
Foster Victor Wealth Advisors, LLC 1.48% Add +8.0% 295,413 $25.3M
Shapiro Capital Management LLC 1.33% Reduce -24.8% 288,959 $25.3M
Millennium Management 0.02% Reduce -30.2% 287,837 $25.2M
Nuveen, LLC 0.01% Add +0.5% 286,258 $25.0M
Susquehanna Fundamental Investments, LLC 0.84% Add +696.8% 282,928 $24.7M
LSV Asset Management 0.05% Reduce -4.3% 282,000 $24.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% New 280,120 $24.5M
Rhumbline Advisers 0.02% Reduce -0.2% 279,804 $24.5M
Capital Investment Services of America, Inc. 2.29% Reduce -4.5% 278,129 $24.3M
Vinva Investment Management Ltd 0.30% Add +1745.4% 267,781 $23.7M
Heron Bay Capital Management 4.51% Reduce -0.4% 270,669 $23.7M
Loomis Sayles & Co. L P 0.03% Add +4.6% 268,143 $23.4M
Royal Bank of Canada 0.00% Reduce -15.7% 255,375 $22.3M
Norris Perne & French LLP 1.46% Reduce -2.4% 252,334 $22.1M
Achmea Investment Management B.V. 0.55% Add +21.0% 247,677 $21.7M
Caisse de depot et placement du Quebec 0.04% Reduce -81.0% 247,573 $21.6M
APG Asset Management N.V. 0.06% Add +44.2% 283,890 $21.1M
Callodine Capital Management, LP 1.67% Add +19.2% 237,253 $20.7M
Sei Investments Co. 0.02% Add +176.6% 233,712 $20.4M
Valley Wealth Managers, Inc. 1.29% Add +2.2% 230,702 $20.2M
Crawford Investment Counsel Inc. 0.33% Add +2.4% 228,333 $20.0M
Cookson Peirce & Co. Inc. 0.82% Reduce -7.2% 226,658 $19.8M
Moran Wealth Management, LLC 0.59% Reduce -4.8% 219,334 $19.2M
St. James Investment Company, LLC 3.04% Reduce -1.4% 216,376 $18.9M
National Pension Service 0.01% Add +14.3% 213,588 $18.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.1% 217,237 $18.6M
Bradley Foster & Sargent Inc. 0.27% Add +0.3% 208,667 $18.2M
Schaper Benz & Wise Investment Counsel Inc. 1.25% Add +0.0% 197,862 $17.3M
STRS Ohio 0.06% Reduce -20.4% 196,712 $17.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -25.3% 196,439 $17.2M
Quantinno Capital Management LP 0.03% Add +44.7% 194,109 $17.0M
Burney Co./ 0.53% Reduce -2.3% 193,074 $16.9M
Distillate Capital Partners LLC 0.86% Reduce -1.4% 191,388 $16.7M
Kirr Marbach & Co. LLC 3.13% Reduce -0.3% 187,339 $16.4M
Payden & Rygel 1.14% Reduce -17.9% 187,000 $16.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.9% 186,546 $16.3M
Glenmede Trust Co. NA 0.08% — 184,793 $16.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -5.2% 182,220 $16.0M
Running Oak Capital LLC 1.99% Reduce -5.6% 181,348 $15.9M
BNP Paribas Financial Markets 0.01% Reduce -52.0% 179,050 $15.7M
Aviva PLC 0.03% Add +5.8% 176,781 $15.5M
Massachusetts Financial Services Co. 0.00% Reduce -0.3% 170,560 $14.9M
Northwest & Ethical Investments L.P. 0.32% Add +5.1% 160,332 $14.0M
Fisher Asset Management 0.00% Add +39.7% 158,724 $13.9M
State of Wisconsin Investment Board 0.03% Add +1.8% 155,869 $13.6M
Cerity Partners LLC 0.02% Add +90.6% 148,927 $13.0M
Stifel Financial Corp. 0.01% Add +1.4% 148,337 $13.0M
Paradiem, LLC 3.01% Reduce -0.4% 144,080 $12.6M
Triavera Capital LLC 6.00% No change 143,490 $12.5M
Voya Investment Management LLC 0.01% Reduce -37.0% 143,205 $12.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.17% New 141,902 $12.4M
Aberdeen Group plc 0.02% Reduce -0.2% 140,643 $12.3M
UNIVEST FINANCIAL Corp 0.65% Reduce -0.3% 139,915 $12.2M
GHP Investment Advisors, Inc. 0.50% Reduce -0.7% 139,846 $12.2M
Bryn Mawr Trust Advisors, LLC 0.58% Add +1.9% 138,546 $12.1M
Teacher Retirement System of Texas 0.04% Add +374.3% 137,799 $12.0M
Tudor Investment Corporation 0.07% New 137,264 $12.0M
Jain Global LLC 0.12% Reduce -52.7% 132,626 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +1.9% 132,053 $11.6M
Rivermont Capital Management LP 2.68% Reduce -17.9% 129,190 $11.3M
LPL Financial LLC 0.00% Reduce -2.0% 129,069 $11.3M
Mercer Global Advisors Inc. 0.02% Add +2.4% 128,399 $11.2M
Old West Investment Management, LLC 1.97% Add +8.2% 125,983 $11.0M
Pictet Asset Management Holding SA 0.01% Add +3.2% 124,828 $10.9M
Kepler Cheuvreux (Suisse) SA 0.60% Add +29.4% 121,773 $10.6M
Punch & Associates Investment Management, Inc. 0.62% Add +1.0% 120,536 $10.5M
Peregrine Capital Management LLC 0.32% Add +4.9% 118,531 $10.4M
Blair William & Co. 0.03% Add +1.9% 118,121 $10.3M
Jane Street Group, LLC 0.01% Add +33.0% 117,735 $10.3M
New York State Common Retirement Fund 0.01% Add +1.0% 117,196 $10.2M
CANADA LIFE ASSURANCE Co 0.02% Add +22.9% 116,422 $10.2M
HSBC Holdings PLC 0.01% Reduce -21.9% 116,078 $10.2M
QRG Capital Management, Inc. 0.11% Add +6.0% 114,785 $10.0M
Schroder Investment Management Group 0.01% Reduce -6.2% 114,114 $10.0M
Comerica Bank 0.04% Reduce -1.0% 113,886 $10.0M
Kingsview Wealth Management, LLC 0.14% Reduce -11.0% 110,883 $9.7M
Meyer Handelman Co. 0.30% Add +17.9% 109,310 $9.6M
Mariner, LLC 0.01% Reduce -1.0% 108,201 $9.5M
Asset Management One Co., Ltd. 0.03% Add +25.6% 105,298 $9.4M
Fuller & Thaler Asset Management, Inc. 0.03% Add +27.7% 104,872 $9.2M
Handelsbanken Fonder AB 0.03% Add +20.4% 103,610 $9.1M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -55.8% 101,378 $8.9M
Dark Forest Capital Management LP 0.39% Add +51.9% 98,875 $8.6M
Man Group plc 0.02% Add +3257.4% 97,769 $8.5M
Pathstone Holdings, LLC 0.03% Reduce -0.3% 93,875 $8.2M
Reinhart Partners, Llc. 0.25% Reduce -27.4% 93,593 $8.2M
Marks Group Wealth Management, Inc 0.76% Reduce -11.0% 91,138 $8.0M
Benjamin Edwards Inc. 0.09% Add +6.0% 89,650 $7.8M
Storebrand Asset Management As 0.02% No change 85,612 $7.5M
Tidal Investments LLC 0.03% Add +1.3% 83,783 $7.3M
Royal London Asset Management Ltd. 0.02% Reduce -21.9% 83,125 $7.3M
ProShare Advisors LLC 0.01% Add +3.2% 82,839 $7.2M
Highlander Partners, L.P. 2.57% No change 81,800 $7.2M
Skylands Capital, LLC 0.96% Add +9.2% 80,700 $7.1M
Geneva Capital Management LLC 0.13% Reduce -1.4% 79,632 $7.0M
Hantz Financial Services, Inc. 0.10% Reduce -7.3% 77,148 $6.7M
Van Eck Associates Corp. 0.01% Reduce -2.6% 76,177 $6.7M
KLP Kapitalforvaltning As 0.03% Add +1.1% 75,400 $6.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -0.9% 72,861 $6.4M
Public Sector Pension Investment Board 0.02% Reduce -36.2% 72,030 $6.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.24% New 71,800 $6.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.5% 71,315 $6.2M
Parcion Private Wealth LLC 0.38% Reduce -0.4% 70,506 $6.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -3.4% 70,270 $6.1M
Kennon-Green & Company, LLC 4.87% Reduce -5.8% 70,133 $6.1M
O'shaughnessy Asset Management, LLC 0.03% Add +22.8% 69,844 $6.1M
Benson Investment Management Company, Inc. 2.11% Add +14.4% 68,782 $6.0M
Public Employees Retirement System of Ohio 0.02% Reduce -4.4% 68,072 $6.0M
TD Asset Management Inc 0.00% Add +4.7% 65,829 $5.8M
Assetmark, Inc. 0.01% Add +1.7% 65,663 $5.7M
MML Investors Services, LLC 0.01% Add +9.3% 63,244 $5.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.6% 62,841 $5.5M
Truist Financial Corp. 0.01% Add +18.7% 62,661 $5.5M
Credit Agricole S A 0.02% Reduce -0.6% 62,599 $5.5M
BTC Capital Management, Inc. 0.38% Add +8.7% 62,055 $5.4M
Signet Financial Management, LLC 0.61% Reduce -0.7% 61,957 $5.4M
Katamaran Capital LLP 4.05% Add +1.2% 61,212 $5.4M
Arizona State Retirement System 0.03% Reduce -7.9% 60,346 $5.3M
ExodusPoint Capital Management, LP 0.06% New 59,712 $5.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.9% 59,194 $5.1M
Guardian Wealth Management, Inc. 2.93% Reduce -0.9% 56,994 $5.0M
Qsemble Capital Management, LP 0.41% New 56,085 $4.9M
Dean Investment Associates, LLC 0.70% Add +2.7% 56,027 $4.9M
Mitchell Capital Management Co. 0.87% Reduce -1.2% 55,659 $4.9M
Olstein Capital Management, L.P. 0.99% No change 55,000 $4.8M
IMC-Chicago, LLC 0.08% New 54,319 $4.7M
Cooper Investors PTY Ltd. 1.54% Reduce -54.0% 53,065 $4.6M
Kornitzer Capital Management Inc. 0.10% No change 52,642 $4.6M
Lombard Odier Asset Management (Europe) Ltd 0.35% New 52,000 $4.5M
Manning & Napier Advisors LLC 0.06% Reduce -1.1% 51,361 $4.5M
Capital Fund Management S.A. 0.04% New 51,963 $4.5M
Meiji Yasuda Asset Management Co Ltd. 0.22% Reduce -2.8% 51,912 $4.5M
University of Texas/Texas Am Investment Management Co. 0.64% Reduce -50.4% 51,688 $4.5M
Headlands Technologies LLC 0.37% Reduce -23.7% 51,009 $4.5M
Leuthold Group, LLC 0.48% Add +0.9% 50,865 $4.4M
Daiwa Securities Group Inc. 0.01% Reduce -8.3% 50,755 $4.4M
Capital Analysts, LLC 0.12% Reduce -1.8% 49,625 $4.3M
Thompson Investment Management, Inc. 0.53% Add +0.9% 48,661 $4.3M
Exencial Wealth Advisors, LLC 0.13% Reduce -1.0% 48,572 $4.2M
Palisade Capital Management, LP 0.14% Reduce -8.2% 48,490 $4.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +2.5% 48,412 $4.2M
Park Avenue Securities LLC 0.04% Reduce -9.4% 47,972 $4.2M
Cannell & Spears LLC 0.08% Reduce -26.5% 47,347 $4.1M
DNB Asset Management AS 0.01% Reduce -0.1% 46,845 $4.1M
AlphaQuest LLC 0.23% Add +1093.7% 46,566 $4.1M
Assenagon Asset Management S.A. 0.01% Add +245.4% 46,397 $4.1M
DekaBank Deutsche Girozentrale 0.01% No change 58,561 $4.0M
Wealthfront Advisers LLC 0.01% Add +7.9% 45,347 $4.0M
American Century Companies Inc. 0.00% Add +8.7% 43,949 $3.8M
IFM Investors Pty Ltd 0.03% Add +0.9% 43,659 $3.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -9.2% 43,357 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Add +16.7% 43,182 $3.8M
SG Americas Securities, LLC 0.00% Reduce -0.2% 42,261 $3.7M
Oppenheimer Asset Management Inc. 0.05% Add +122.7% 41,976 $3.7M
Macquarie Group Ltd. 0.02% Reduce -38.7% 41,906 $3.7M
Two Sigma Investments, LP 0.01% Reduce -74.2% 41,832 $3.7M
SGL Investment Advisors, Inc. 1.47% Add +1.8% 48,224 $3.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.4% 40,662 $3.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -26.3% 40,769 $3.6M
Neuberger Berman Group LLC 0.00% Reduce -27.7% 40,180 $3.5M
Coppell Advisory Solutions LLC 0.34% Add +18.6% 39,462 $3.5M
FIL Ltd 0.00% No change 39,379 $3.4M
Stephens Inc. 0.04% Add +2.8% 39,243 $3.4M
USS Investment Management Ltd 0.02% Add +2.1% 38,934 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +22.0% 38,937 $3.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% — 38,760 $3.4M
Creative Planning 0.00% Add +53.0% 38,267 $3.3M
Titan Global Capital Management USA LLC 0.48% Reduce -0.4% 38,115 $3.3M
Captrust Financial Advisors 0.01% Reduce -0.6% 38,096 $3.3M
Woodbridge Co Ltd 0.01% New 37,805 $3.3M
&partners 0.02% Add +21.9% 37,294 $3.3M
Eurizon Capital SGR S.p.A. 0.01% — 36,618 $3.2M
Wilmington Savings Fund Society, FSB 0.07% Add +5.7% 35,501 $3.1M
Lazard Asset Management LLC 0.01% Add +1401.3% 35,341 $3.1M
Toronto Dominion Bank 0.01% Reduce -57.4% 35,226 $3.1M
Utah Retirement Systems 0.03% No change 34,901 $3.1M
Formula Growth Ltd. 1.17% No change 34,725 $3.0M
Forsta Ap-Fonden 0.02% Reduce -4.4% 34,700 $3.0M
Cwm, LLC 0.01% Add +0.1% 34,474 $3.0M
Focus Partners Wealth 0.00% Add +589.9% 34,100 $3.0M
Quantbot Technologies LP 0.10% Add +526.3% 33,417 $2.9M
Janney Montgomery Scott LLC 0.01% Reduce -22.8% 33,376 $2.9M
Ieq Capital, LLC 0.01% Reduce -61.5% 33,082 $2.9M
Pekin Hardy Strauss, Inc. 0.27% Reduce -4.8% 32,870 $2.9M
OMERS ADMINISTRATION Corp 0.02% Add +5.1% 32,866 $2.9M
Nomura Asset Management International Inc. 0.00% — 32,746 $2.9M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -4.9% 32,581 $2.8M
Legal Advantage Investments, Inc. 1.29% Reduce -3.0% 31,900 $2.8M
Eaton Financial Holdings Company, LLC 0.72% Reduce -5.0% 30,569 $2.7M
Illinois Municipal Retirement Fund 0.03% Add +1.1% 30,496 $2.7M
44 Wealth Management LLC 0.89% Add +0.4% 30,343 $2.7M
TD Private Client Wealth LLC 0.06% Add +3.7% 30,025 $2.6M
Ensign Peak Advisors, Inc 0.00% Reduce -54.5% 29,587 $2.6M
Cetera Investment Advisers 0.00% Reduce -7.7% 29,524 $2.6M
Sterling Capital Management LLC 0.04% Add +22.9% 28,970 $2.5M
Dean Capital Management 1.07% Add +3.1% 28,830 $2.5M
Nissay Asset Management Corp. /Japan 0.01% Add +0.7% 28,813 $2.5M
Aquatic Capital Management LLC 0.07% New 28,043 $2.5M
Greenleaf Trust 0.02% Reduce -3.2% 27,865 $2.4M
Xponance LLC 0.02% Add +0.8% 27,510 $2.4M
Boothbay Fund Management, LLC 0.06% Reduce -21.4% 26,403 $2.3M
State of Alaska, Department of Revenue 0.02% No change 25,623 $2.2M
Intrepid Capital Management Inc. 1.07% No change 25,381 $2.2M
Sanctuary Advisors, LLC 0.01% Reduce -12.6% 25,331 $2.2M
OP Asset Management Ltd 0.03% No change 25,294 $2.2M
Hussman Strategic Advisors, Inc. 0.53% New 25,200 $2.2M
Rothschild Investment LLC 0.12% Add +0.1% 23,898 $2.1M
Ethic Inc. 0.03% Reduce -5.0% 23,579 $2.1M
Marshall Wace, LLP 0.00% New 23,245 $2.0M
Anchor Capital Advisors LLC 0.06% Reduce -94.3% 23,055 $2.0M
Choreo, LLC 0.03% Reduce -2.1% 22,768 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.0% 22,827 $2.0M
Investment Management Corp of Ontario 0.03% Add +24.8% 22,527 $2.0M
Legato Capital Management LLC 0.17% No change 22,230 $1.9M
Aristides Capital LLC 0.66% Add +4.7% 21,776 $1.9M
Catalyst Funds Management Pty Ltd 0.44% Reduce -3.1% 21,700 $1.9M
Verition Fund Management LLC 0.01% Add +499.9% 21,117 $1.8M
Summit Trail Advisors, LLC 0.03% Add +17.9% 21,070 $1.8M
Parallel Advisors, LLC 0.03% Reduce -3.8% 21,041 $1.8M
Allstate Corp. 0.02% Add +114.5% 20,719 $1.8M
Ritholtz Wealth Management 0.03% Add +77.3% 20,705 $1.8M
Elo Mutual Pension Insurance Co 0.03% Reduce -32.8% 20,644 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +2.5% 20,581 $1.8M
Brant Point Investment Management LLC 0.42% Reduce -33.5% 19,824 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +11.3% 19,735 $1.7M
Arax Advisory Partners 0.05% Reduce -55.3% 19,687 $1.7M
Catalyst Capital Advisors LLC 0.04% Reduce -9.5% 19,525 $1.7M
Tredje AP-fonden 0.01% Add +25.4% 19,308 $1.7M
US Bancorp \de 0.00% Reduce -3.1% 19,041 $1.7M
Boyar Asset Management Inc. 1.04% Add +1.3% 18,846 $1.6M
CSS LLC 0.28% Add +10.7% 18,800 $1.6M
Harvest Investment Services, LLC 0.30% Add +83.3% 18,439 $1.6M
Inspire Investing, LLC 0.14% Add +419.0% 18,108 $1.6M
Cornercap Investment Counsel Inc. 0.78% Reduce -1.3% 18,011 $1.6M
Delphi Management Inc. 1.52% Add +3.6% 17,888 $1.6M
Gateway Investment Advisers LLC 0.01% Reduce -9.4% 17,798 $1.6M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.1% 17,440 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +0.8% 17,271 $1.5M
Argos Wealth Advisors, LLC 0.40% — 17,223 $1.5M
EP Wealth Advisors, LLC 0.01% — 17,210 $1.5M
LRI Investments, LLC 0.12% No change 16,473 $1.4M
Rehmann Capital Advisory Group 0.07% Add +10.5% 16,094 $1.4M
Byrne Asset Management LLC 0.78% Reduce -0.2% 15,973 $1.4M
World Investment Advisors 0.02% Add +10.5% 15,718 $1.4M
Bank of Nova Scotia 0.00% Add +30.9% 15,573 $1.4M
Tectonic Advisors LLC 0.07% Add +1.4% 15,533 $1.4M
Integrated Investment Consultants, LLC 0.27% Reduce -20.7% 15,454 $1.4M
Avantra Family Wealth, Inc. 0.96% Add +1.6% 15,175 $1.3M
Inlet Private Wealth, LLC 0.31% Reduce -13.7% 15,090 $1.3M
Meiji Yasuda Life Insurance Co 0.04% Reduce -1.3% 14,997 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -0.8% 14,925 $1.3M
Acadian Asset Management LLC 0.00% Add +160.6% 14,760 $1.3M
Kestra Private Wealth Services, LLC 0.02% Reduce -5.1% 14,732 $1.3M
Arkadios Wealth Advisors 0.03% Add +2.6% 14,430 $1.3M
Swiss Life Asset Management Ltd 0.01% Reduce -2.8% 14,353 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +36.5% 14,193 $1.2M
Tevis Investment Management 0.74% No change 13,813 $1.2M
Archford Capital Strategies, LLC 0.14% Reduce -0.1% 13,644 $1.2M
Atria Investments, Inc 0.01% Reduce -18.9% 13,606 $1.2M
Cibc World Markets Corp. 0.01% — 13,545 $1.2M
Intech Investment Management LLC 0.01% Add +48.2% 13,333 $1.2M
Cibc World Market Inc. 0.00% Reduce -16.5% 13,293 $1.2M
Kentucky Retirement Systems 0.03% No change 13,277 $1.2M
Pallas Capital Advisors LLC 0.04% Reduce -2.3% 13,213 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -19.2% 13,144 $1.1M
Storgate, LLC 0.94% — 13,106 $1.1M
CHICAGO TRUST Co NA 0.18% Reduce -12.3% 13,052 $1.1M
Davis Capital Management 0.78% Add +8.0% 12,941 $1.1M
Empowered Funds, LLC 0.02% Add +115.0% 12,893 $1.1M
Axq Capital, LP 0.25% New 12,873 $1.1M
Groupama Asset Managment 0.02% Add +3.9% 12,678 $1.1M
Hennion & Walsh Asset Management, Inc. 0.04% Add +225.3% 12,392 $1.1M
HighTower Advisors, LLC 0.00% Reduce -3.2% 12,203 $1.1M
First National Bank of Hutchinson 0.61% Add +0.7% 11,927 $1.0M
CIBC Asset Management Inc 0.00% Add +1.8% 11,767 $1.0M
Mgo One Seven LLC 0.02% Add +1.1% 11,391 $996K
Auxano Advisors, LLC 0.20% Reduce -0.2% 11,313 $989K
Abn Amro Investment Solutions 0.01% Add +279.6% 11,274 $986K
Osmosis Investment Management UK Ltd 0.02% — 11,255 $984K
Thrivent Financial for Lutherans 0.00% Add +0.9% 11,192 $982K
Kensington Investment Counsel, LLC 0.40% Reduce -16.8% 11,125 $973K
Gsa Capital Partners LLP 0.08% New 11,120 $972K
Mirabella Financial Services LLP 0.10% New 11,061 $967K
Hillsdale Investment Management Inc. 0.03% Add +4695.6% 11,030 $964K
Jones Financial Companies LLLP 0.00% Add +4.2% 10,969 $959K
Gulf International Bank (UK) Ltd 0.03% No change 10,953 $958K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +6.0% 10,878 $951K
Commonwealth Equity Services, LLC 0.00% Reduce -2.4% 10,863 $950K
Amalgamated Bank 0.01% Reduce -3.1% 10,812 $945K
Prudential Financial Inc. 0.00% Reduce -38.4% 10,626 $940K
Brooklyn Investment Group 0.04% Add +171.2% 10,512 $940K
Oppenheimer & Co. Inc. 0.01% Add +12.1% 10,604 $927K
Corient Private Wealth LP 0.00% Add +7.3% 10,585 $925K
one8zero8, LLC 0.20% No change 10,360 $906K
Integrated Quantitative Investments LLC 0.19% Reduce -0.3% 10,243 $895K
NewEdge Advisors, LLC 0.00% Add +7993.6% 10,117 $884K
Maryland State Retirement & Pension System 0.02% No change 10,044 $878K
Vest Financial, LLC 0.01% Add +66.8% 10,025 $876K
Haven Private, LLC 0.38% Add +1.3% 9,880 $864K
State of Michigan Retirement System 0.00% Add +35.8% 9,870 $863K
Laird Norton Wetherby Trust Company, LLC 0.02% New 9,844 $861K
Paradigm Asset Management Co. LLC 0.20% Reduce -5.8% 9,800 $857K
Alps Advisors Inc. 0.01% Add +1.4% 9,744 $852K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.2% 9,694 $847K
Affinity Investment Advisors, LLC 0.56% Add +6.8% 9,621 $841K
Engineers Gate Manager LP 0.01% New 9,569 $837K
Rakuten Investment Management, Inc. 0.00% Reduce -75.8% 9,311 $832K
Eagle Rock Investment Company, LLC 0.12% Reduce -80.3% 9,470 $828K
Plato Investment Management Ltd 0.05% No change 9,248 $812K
Eventide Asset Management, LLC 0.01% Reduce -35.0% 8,943 $791K
Carret Asset Management, LLC 0.07% Add +16.1% 8,840 $773K
Fox Run Management, L.L.C. 0.12% New 8,829 $772K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 8,816 $771K
Truvestments Capital LLC 0.14% Add +13.6% 8,754 $765K
Los Angeles Capital Management LLC 0.00% Reduce -1.0% 9,125 $763K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -5.0% 8,723 $763K
Raiffeisen Bank International AG 0.01% Add +1.2% 8,613 $762K
CenterBook Partners LP 0.04% Reduce -32.2% 8,715 $762K
Cannon Global Investment Management, LLC 2.00% Reduce -9.5% 8,600 $752K
Osaic Holdings, Inc. 0.00% Reduce -54.5% 8,627 $752K
Massar Capital Management, LP 0.15% New 8,440 $738K
Odyssean, LLC 0.53% — 8,390 $733K
Vestcor Inc 0.02% Reduce -21.4% 8,237 $720K
Allianz Asset Management GmbH 0.00% Reduce -10.7% 8,170 $714K
Baird Financial Group, Inc. 0.00% Reduce -61.4% 8,125 $710K
Legacy Wealth Asset Management, LLC 0.17% Add +3.3% 8,122 $710K
Clearstead Advisors, LLC 0.01% Reduce -13.1% 8,067 $705K
Merit Financial Group, LLC 0.01% Add +4.8% 8,015 $701K
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% — 8,000 $699K
Triad Wealth Partners, LLC 0.06% New 7,703 $673K
Denali Advisors LLC 0.07% Add +11.6% 7,700 $673K
Snowden Capital Advisors LLC 0.02% Reduce -0.8% 7,578 $662K
Sylvest Advisors, LLC 0.35% Add +17.9% 7,565 $661K
Waverly Advisors, LLC 0.01% Add +28.3% 7,493 $655K
Groesbeck Investment Management Corp. 1.23% No change 7,473 $653K
Cornerstone Investment Partners, LLC 0.03% Reduce -98.8% 7,466 $653K
North Dakota State Investment Board 0.02% — 7,446 $651K
Avanza Fonder AB 0.02% New 7,350 $643K
Caprock Group, LLC 0.01% Add +24.2% 7,336 $641K
Alhambra Investment Management LLC 0.30% Reduce -10.8% 7,299 $638K
Regions Financial Corp. 0.00% Reduce -5.6% 7,187 $628K
NorthCrest Asset Manangement, LLC 0.01% Add +1.3% 7,075 $624K
Evolve Private Wealth, LLC 0.04% — 7,096 $620K
Walter & Keenan Wealth Management LLC /in/ 0.17% Reduce -53.1% 7,079 $619K
Principal Securities, Inc. 0.01% Reduce -8.6% 7,078 $619K
Callan Family Office, LLC 0.01% Add +117.7% 7,058 $617K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -33.2% 6,928 $606K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,772 $592K
Rothschild Wealth LLC 0.06% New 6,638 $580K
J.Safra Asset Management Corp 0.03% Add +75.8% 6,592 $576K
Forum Financial Management, LP 0.01% Add +21.9% 6,480 $566K
M&T Bank Corp 0.00% Add +33.8% 6,404 $560K
Atlatl Advisers LLC 0.21% Reduce -6.3% 6,391 $559K
Vident Advisory, LLC 0.01% Reduce -15.9% 6,311 $552K
Fiduciary Trust Co 0.01% Add +2.9% 6,162 $539K
Quadcap Wealth Management, LLC 0.06% Reduce -1.9% 6,001 $525K
GAMMA Investing LLC 0.03% Add +10.5% 5,874 $514K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 5,807 $508K
Principal Financial Group Inc. 0.00% Reduce -25.9% 5,760 $504K
Salvus Wealth Management, LLC 0.28% Add +3.6% 5,741 $502K
Aristeia Capital, L.L.C. 0.03% Add +72.6% 5,695 $498K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 5,565 $486K
United Capital Financial Advisors, LLC 0.00% Add +0.6% 5,545 $485K
DRW Securities, LLC 0.04% New 5,540 $484K
Essential Partners LLC 0.15% No change 5,444 $476K
Certuity, LLC 0.03% Add +4.6% 5,415 $473K
Dynamic Technology Lab Private Ltd 0.11% New 5,365 $469K
E. Ohman J:or Asset Management AB 0.01% New 5,316 $465K
Compound Planning, Inc. 0.01% Add +5.1% 5,315 $465K
Andra AP-fonden 0.01% Reduce -97.4% 5,300 $463K
Mutual Advisors, LLC 0.01% Add +0.1% 5,284 $462K
ASR Vermogensbeheer N.V. 0.01% Reduce -1.2% 5,269 $461K
Qtron Investments LLC 0.06% Reduce -40.4% 5,129 $448K
Quadrant Capital Group LLC 0.01% No change 5,128 $448K
Beacon Financial Group 0.04% Reduce -21.9% 5,076 $444K
Ossiam 0.01% Reduce -31.9% 4,898 $428K
Wolverine Asset Management LLC 0.02% Reduce -31.4% 4,744 $415K
Trust Co. of Vermont 0.02% No change 4,728 $413K
Jackson Square Capital, LLC 0.08% Reduce -77.7% 4,699 $411K
Advisory Services Network, LLC 0.01% Add +15.4% 4,679 $409K
Dynamic Advisor Solutions LLC 0.01% Reduce -36.7% 4,589 $401K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,587 $401K
AlphaCore Capital LLC 0.01% Add +3.5% 4,507 $394K
Yarbrough Capital, LLC 0.01% No change 4,502 $394K
Evercore Wealth Management, LLC 0.01% No change 4,410 $386K
Transcend Capital Advisors, LLC 0.03% Reduce -15.2% 4,397 $384K
NorthCoast Asset Management LLC 0.01% Reduce -86.6% 4,378 $383K
O'Brien Greene & Co. Inc 0.11% Reduce -4.0% 4,375 $382K
Prudent Man Advisors, LLC 0.14% Reduce -0.7% 4,313 $377K
Graham Capital Management, L.P. 0.02% New 4,256 $372K
Yousif Capital Management, LLC 0.00% Reduce -4.9% 4,369 $368K
Atlantic Union Bankshares Corp 0.01% Add +0.5% 4,148 $363K
EverSource Wealth Advisors, LLC 0.01% Reduce -8.2% 4,135 $361K
Orion Porfolio Solutions, LLC 0.00% New 4,109 $359K
Nicolet Bankshares Inc. 0.06% No change 4,063 $355K
Global View Capital Management LLC 0.07% Add +1.1% 4,061 $355K
Woodline Partners LP 0.00% New 4,050 $354K
Kera Capital Partners, Inc. 0.04% Add +23.9% 4,292 $351K
National Bank of Canada 0.00% Add +32.3% 4,010 $350K
CI Investments Inc. 0.00% Reduce -18.9% 4,000 $350K
Hancock Whitney Corp. 0.01% Add +7.8% 3,962 $346K
Ironwood Investment Counsel, LLC 0.05% Add +2.0% 3,938 $344K
Legacy Capital Group California, Inc. 0.08% Add +4.6% 3,920 $343K
HB Wealth Management, LLC 0.00% Add +11.6% 3,895 $341K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.9% 3,867 $338K
Motley Fool Asset Management LLC 0.01% Reduce -2.8% 3,866 $338K
Hilltop Holdings Inc. 0.02% Reduce -5.1% 3,830 $335K
Johnson Financial Group, LLC 0.02% New 3,825 $334K
CIBC Private Wealth Group LLC 0.00% Add +5.8% 3,815 $334K
UniSuper Management Pty Ltd 0.00% No change 3,800 $332K
Atlanta Consulting Group Advisors, LLC 0.08% New 3,799 $332K
Signaturefd, LLC 0.01% Add +3.9% 3,785 $331K
Meixler Investment Management, Ltd. 0.20% Reduce -2.2% 3,764 $329K
McIlrath & Eck, LLC 0.03% Add +449.7% 3,716 $325K
Krilogy Financial LLC 0.01% Reduce -3.0% 3,730 $320K
Alteri Wealth LLC 0.10% Reduce -1.9% 3,584 $313K
Aaron Wealth Advisors LLC 0.02% New 3,562 $311K
Ascent Group, LLC 0.01% Reduce -5.3% 3,560 $311K
BCS Private Wealth Management, Inc. 0.11% New 3,555 $311K
Net Worth Advisory Group 0.06% Add +0.2% 3,527 $308K
Lido Advisors, LLC 0.00% Add +5.7% 3,475 $308K
Canada Pension Plan Investment Board 0.00% Reduce -2.8% 3,500 $306K
Cary Street Partners Investment Advisory LLC 0.08% Add +19.1% 3,484 $305K
MetLife Investment Management, LLC 0.00% Reduce -2.9% 3,424 $299K
TCW Group Inc. 0.00% New 3,389 $296K
OpenArc Corporate Advisory, LLC 0.00% — 3,256 $285K
BTG Pactual Asset Management US LLC 0.03% New 3,219 $281K
Concurrent Investment Advisors, LLC 0.00% New 3,114 $272K
Siemens Fonds Invest GmbH 0.01% No change 3,047 $270K
Sagewood Asset Management LP 0.09% — 3,055 $267K
Grant Private Wealth Management Inc 0.16% No change 3,054 $267K
FourThought Financial Partners, LLC 0.02% Add +6.8% 3,029 $265K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -78.3% 3,009 $263K
Moneta Group Investment Advisors LLC 0.00% Reduce -3.9% 3,001 $262K
Nisa Investment Advisors, LLC 0.00% Add +679.1% 2,945 $257K
Farther Finance Advisors, LLC 0.00% Add +22.7% 2,938 $257K
Vise Technologies, Inc. 0.01% New 2,910 $254K
Everhart Financial Group, Inc. 0.02% New 2,889 $253K
Allegiance Financial Group Advisory Services LLC 0.05% Reduce -4.5% 2,882 $252K
Longboard Asset Management, LP 1.59% No change 2,869 $251K
Boston Family Office LLC 0.02% No change 2,840 $248K
Claret Asset Management Corp 0.03% Reduce -0.2% 2,798 $245K
Perbak Capital Partners LLP 0.07% Reduce -55.2% 2,798 $245K
CM Wealth Advisors LLC 0.05% New 2,746 $240K
Saiph Capital, LLC 0.09% No change 2,731 $239K
Copeland Capital Management, LLC 0.01% No change 2,719 $238K
Abel Hall, LLC 0.06% New 2,700 $236K
Two Sigma Advisers, LP 0.00% Reduce -97.3% 2,700 $236K
Crossmark Global Holdings, Inc. 0.00% New 2,698 $236K
Prudential PLC 0.00% No change 2,692 $235K
Leo Wealth, LLC 0.02% New 2,670 $233K
MeadowBrook Investment Advisors LLC 0.20% No change 2,670 $233K
Cambient Family Office, LLC 0.03% — 2,647 $231K
Wedmont Private Capital 0.01% Reduce -6.2% 2,616 $231K
Global Strategic Investment Solutions, LLC 0.02% No change 2,643 $231K
Guyasuta Investment Advisors Inc. 0.01% No change 2,642 $231K
Tranquility Partners, LLC 0.08% Reduce -3.1% 2,633 $230K
Wedbush Securities Inc. 0.01% New 2,634 $230K
Campbell & CO Investment Adviser LLC 0.01% New 2,617 $229K
Sky Investment Group LLC 0.04% No change 2,600 $227K
Motco 0.02% No change 2,581 $226K
MAI Capital Management 0.00% Reduce -4.5% 2,566 $224K
Klein Pavlis & Peasley Financial, Inc. 0.13% Reduce -1.7% 2,552 $223K
Delta Investment Management, LLC 0.04% New 2,543 $222K
Vaughan David Investments LLC 0.00% No change 2,514 $220K
OneDigital Investment Advisors LLC 0.00% Add +0.4% 2,505 $219K
Investor AB 0.00% No change 2,500 $219K
Riverwater Partners LLC 0.08% No change 2,492 $218K
New World Advisors LLC 0.04% No change 2,443 $214K
Old National Bancorp 0.00% Add +0.5% 2,422 $212K
West Michigan Advisors, LLC 0.05% Reduce -0.4% 2,408 $211K
AlphaGrep UK Ltd 0.07% — 2,398 $210K
Savant Capital, LLC 0.00% New 2,363 $207K
Allworth Financial LP 0.00% Add +1.7% 2,352 $206K
Insigneo Advisory Services, LLC 0.01% Reduce -12.8% 2,334 $204K
SYM FINANCIAL Corp 0.02% Reduce -0.9% 2,325 $203K
Laurel Oak Wealth Management, LLC 0.03% — 2,290 $200K
Tower Research Capital LLC (TRC) 0.00% Reduce -13.4% 2,280 $199K
Global Retirement Partners, LLC 0.00% Add +49.6% 2,094 $183K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.3% 2,091 $183K
Smartleaf Asset Management LLC 0.01% Add +20.1% 2,040 $181K
State of Wyoming 0.02% Add +433.9% 2,029 $177K
Ostrum Asset Management 0.01% Reduce -79.1% 1,774 $155K
1620 Investment Advisors, Inc. 0.10% Add +10.3% 1,711 $150K
IFP Advisors, Inc 0.00% Reduce -35.3% 1,690 $148K
Transamerica Financial Advisors, LLC 0.01% Add +36.9% 1,614 $141K
Medallion Wealth Advisors, LLC 0.05% Add +24.5% 1,566 $137K
Harvest Fund Management Co., Ltd 0.00% Reduce -6.9% 1,475 $129K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 1,440 $126K
Sunbelt Securities, Inc. 0.01% Reduce -1.2% 1,408 $123K
Anchor Investment Management, LLC 0.01% No change 1,398 $122K
Cohen & Steers, Inc. 0.00% No change 1,400 $122K
Versant Capital Management, Inc 0.01% Add +28.5% 1,335 $117K
Parkside Financial Bank & Trust 0.01% Add +16.2% 1,334 $117K
United Community Bank 0.04% Add +13.7% 1,285 $112K
Walleye Trading LLC 0.00% Reduce -50.7% 1,285 $112K
Global X Japan Co., Ltd. 0.01% Add +53.3% 1,266 $111K
Murphy & Mullick Capital Management Corp 0.08% Add +0.1% 1,199 $105K
Covestor Ltd 0.05% Reduce -4.2% 1,193 $104K
Penserra Capital Management LLC 0.00% Reduce -1.5% 1,159 $101K
Torren Management, LLC 0.05% — 1,084 $95K
Whittier Trust Co. of Nevada Inc. 0.00% New 1,000 $89K
Cary Street Partners Financial LLC 0.00% Add +5.5% 1,001 $88K
Johnson Financial Group, Inc. 0.00% Add +26.9% 888 $78K
Rialto Wealth Management, LLC 0.02% Add +0.5% 880 $77K
Fortis Group Advisors, LLC 0.01% No change 870 $76K
Spire Wealth Management 0.00% Add +1.6% 869 $76K
Blue Trust, Inc. 0.00% Add +0.1% 869 $76K
SageView Advisory Group, LLC 0.00% New 842 $74K
Board of the Pension Protection Fund 0.07% Reduce -66.7% 800 $70K
Bessemer Group Inc. 0.00% Add +4.8% 750 $67K
Larson Financial Group LLC 0.00% Reduce -23.3% 744 $65K
Westpac Banking Corp. 0.00% No change 738 $65K
Wealth Enhancement Trust Services, Inc. 0.01% — 717 $63K
JNBA Financial Advisors 0.01% No change 677 $59K
Strengthening Families & Communities, LLC 0.02% No change 675 $59K
Financial Perspectives, Inc 0.02% No change 670 $59K
Root Financial Partners, LLC 0.00% Add +17.9% 552 $48K
Quent Capital, LLC 0.00% Add +23.1% 548 $48K
Central Pacific Bank - Trust Division 0.01% Reduce -12.2% 545 $48K
1248 Management, LLC 0.03% No change 543 $47K
Bellevue Asset Management, LLC 0.02% Add +0.4% 539 $47K
Cape Investment Advisory, Inc. 0.01% Add +166.5% 533 $47K
GW&K Investment Management, LLC 0.00% No change 527 $46K
Huntington National Bank 0.00% Add +27.5% 524 $46K
CENTRAL TRUST Co 0.00% Add +19.7% 510 $45K
Private Trust Co. NA 0.00% Add +36.0% 502 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +66.7% 500 $44K
Litman Gregory Wealth Management LLC 0.00% New 500 $44K
Evelyn Partners Investment Management LLP 0.00% No change 500 $44K
Fifth Third Bancorp 0.00% Add +216.4% 481 $42K
Osterweis Capital Management Inc. 0.00% No change 478 $42K
V-Square Quantitative Management LLC 0.00% New 425 $37K
True Wealth Design, LLC 0.01% Add +7.8% 417 $36K
UMB Bank, n.a. 0.00% Add +14.3% 368 $32K
N.E.W. Advisory Services LLC 0.00% No change 350 $31K
Whittier Trust Co. 0.00% No change 344 $31K
EFG International AG 0.00% — 328 $29K
Caldwell Trust Co 0.00% No change 324 $28K
Duncker Streett & Co. Inc. 0.00% No change 306 $27K
Havemeyer Place LP 0.01% — 299 $26K
Deseret Mutual Benefit Administrators 0.01% Add +36.1% 290 $25K
JFS Wealth Advisors, LLC 0.00% Add +28.6% 270 $24K
Rossby Financial, LCC 0.01% No change 243 $21K
Valley National Advisers Inc. 0.00% Reduce -12.6% 242 $21K
Hilton Head Capital Partners, LLC 0.01% — 239 $21K
Pinnacle Bancorp, Inc. 0.01% Reduce -14.0% 239 $21K
Highline Wealth Partners LLC 0.01% Reduce -14.7% 233 $20K
Basecamp Wealth Advisors LLC 0.00% — 219 $19K
Capital Advisors, Ltd. LLC 0.00% No change 212 $19K
WPG Advisers, LLC 0.01% Add +219.1% 217 $19K
Tucker Asset Management LLC 0.01% New 216 $19K
Entrust Financial LLC 0.01% — 214 $19K
Private Wealth Asset Management, LLC 0.00% No change 214 $19K
Reflection Asset Management 0.01% — 207 $18K
Atwood & Palmer Inc. 0.00% Reduce -30.5% 207 $18K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -99.8% 205 $18K
Harbour Investments, Inc. 0.00% Add +0.5% 198 $17K
Smithfield Trust Co 0.00% No change 179 $16K
Frazier Financial Advisors, LLC 0.01% Reduce -25.1% 179 $16K
Fideuram Asset Management (Ireland) dac 0.00% — 194 $15K
Colonial Trust Co / SC 0.00% No change 166 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 162 $14K
Tompkins Financial Corp. 0.00% No change 155 $14K
Purpose Unlimited Inc. 0.00% — 154 $13K
Keating Financial Advisory Services, Inc. 0.00% — 144 $13K
West Branch Capital LLC 0.00% No change 142 $12K
Fortitude Family Office, LLC 0.00% Add +14.8% 140 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -43.3% 140 $12K
CVA Family Office, LLC 0.00% No change 137 $12K
TD Waterhouse Canada Inc. 0.00% No change 135 $12K
Global Trust Asset Management, LLC 0.00% No change 128 $11K
Brown Brothers Harriman & Co. 0.00% Add +80.0% 126 $11K
Park Place Capital Corp 0.00% Add +85.1% 124 $11K
Bell Investment Advisors, Inc 0.00% Add +31.8% 112 $10K
Bravera Wealth 0.00% — 111 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% New 111 $10K
Basepoint Wealth LLC 0.01% New 106 $9K
IMG Wealth Management, Inc. 0.01% No change 104 $9K
First Pacific Financial 0.00% Add +30.0% 104 $9K
United Financial Planning Group LLC 0.01% New 102 $9K
Aventura Private Wealth, LLC 0.00% No change 100 $9K
Group One Trading LLC 0.00% Reduce -2.9% 100 $9K
St Germain D J Co. Inc. 0.00% No change 99 $9K
Key Financial Inc 0.00% No change 96 $8K
Dagco, Inc. 0.00% No change 93 $8K
Crewe Advisors LLC 0.00% Add +61.4% 92 $8K
Red Tortoise LLC 0.00% No change 87 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 78 $7K
Ancora Advisors LLC 0.00% New 79 $7K
Benson Wealth Management INC 0.01% — 76 $7K
Kemnay Advisory Services Inc. 0.00% New 72 $6K
Ogorek Anthony Joseph /NY/ 0.00% Add +80.0% 72 $6K
Private Wealth Management Group, LLC 0.00% No change 68 $6K
Bare Financial Services, Inc 0.00% No change 63 $6K
Elyxium Wealth, LLC 0.00% New 60 $5K
Bruce G. Allen Investments, LLC 0.00% No change 59 $5K
Signature Equity Partners, LLC 0.00% — 58 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 58 $5K
AdvisorNet Financial, Inc 0.00% No change 54 $5K
Bogart Wealth, LLC 0.00% Reduce -10.0% 54 $5K
Concord Wealth Partners 0.00% No change 50 $4K
Coston, McIsaac & Partners 0.00% No change 54 $4K
Winthrop Capital Management, LLC 0.00% No change 44 $4K
Wilkerson Advisory Group LLC 0.00% — 45 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 43 $4K
SJS Investment Consulting Inc. 0.00% Add +110.0% 42 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.6% 40 $3K
International Assets Investment Management, LLC 0.00% New 39 $3K
Cornerstone Planning Group LLC 0.00% Reduce -90.9% 40 $3K
Lanark Financial, Inc. 0.00% Reduce -86.9% 36 $3K
Independence Bank of Kentucky 0.00% New 35 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -16.7% 35 $3K
IMA Advisory Services, Inc. 0.00% New 34 $3K
Geneos Wealth Management Inc. 0.00% No change 33 $3K
Sunrise Financial Services, LLC 0.00% — 31 $3K
HM Payson & Co. 0.00% No change 29 $3K
Cromwell Holdings LLC 0.00% No change 29 $3K
TD Capital Management LLC 0.00% No change 28 $2K
Abound Wealth Management 0.00% No change 27 $2K
SouthState Bank Corp 0.00% Reduce -10.0% 27 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 26 $2K
Ransom Advisory, Ltd 0.00% No change 25 $2K
Kilter Group LLC 0.00% New 24 $2K
Salomon & Ludwin, LLC 0.00% Reduce -83.1% 23 $2K
First Horizon Corp. 0.00% New 23 $2K
Avion Wealth 0.00% Reduce -34.3% 23 $2K
Hughes Financial Services, LLC 0.00% Add +4.8% 22 $2K
CoreCap Advisors, LLC 0.00% Add +144.4% 22 $2K
Rakuten Securities, Inc. 0.00% No change 20 $2K
Aspect Partners, LLC 0.00% No change 19 $2K
Cornerstone Financial Management LLC 0.00% — 17 $1K
Sound Income Strategies, LLC 0.00% New 17 $1K
Sachetta, LLC 0.00% Reduce -60.0% 16 $1K
Triumph Capital Management 0.00% New 16 $1K
Manchester Capital Management LLC 0.00% No change 15 $1K
Picton Mahoney Asset Management 0.00% No change 15 $1K
HFM Investment Advisors, LLC 0.00% No change 13 $1K
1015 Capital Partners, LLC 0.00% — 13 $1K
ORG Partners LLC 0.00% New 13 $1K
SBI Securities Co., Ltd. 0.00% Reduce -66.7% 12 $1K
Quaker Wealth Management, LLC 0.00% Add +25.0% 10 $875
MV Capital Management, Inc. 0.00% No change 10 $875
Signature Resources Capital Management, LLC 0.00% New 9 $787
American Capital Advisory, LLC 0.00% Add +350.0% 9 $787
Zions Bancorporation, National Association 0.00% New 9 $787
Legacy Wealth Managment, LLC 0.00% No change 7 $612
Dogwood Wealth Management LLC 0.00% New 7 $612
Optima Capital LLC 0.00% New 7 $612
Seneschal Advisors, LLC 0.00% No change 6 $525
Financial Consulate, Inc. 0.00% No change 6 $525
North Star Investment Management Corp. 0.00% New 6 $525
Quest 10 Wealth Builders, Inc. 0.00% No change 6 $481
Winnacle Wealth LLC 0.00% Reduce -28.6% 5 $440
Principia Wealth Advisory, LLC 0.00% Reduce -58.3% 5 $437
Turning Point Benefit Group, Inc. 0.00% No change 5 $437
Wealth Watch Advisors, INC 0.00% No change 5 $437
Westside Investment Management, Inc. 0.00% New 5 $437
Elevated Capital Advisors, LLC 0.00% New 5 $437
ROSS\JOHNSON & Associates LLC 0.01% No change 4 $350
Vision Financial Markets LLC 0.00% No change 3 $177
Physician Wealth Advisors, Inc. 0.00% No change 2 $177
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $175
NorthAvenue LLC 0.00% — 2 $175
High Note Wealth, LLC 0.00% No change 2 $175
Toth Financial Advisory Corp. 0.00% New 1 $88
TFC Financial Management, Inc. 0.00% No change 1 $88
Summit Securities Group LLC 0.00% Reduce -99.9% 1 $87
Walleye Capital LLC 0.00% New 1 $87
Optiver Holding B.V. 0.00% New 1 $87
Activest Wealth Management 0.00% No change 1 $87

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