Ss&c Technologies HoldingsSSNC

13F holders, Q1 2026 (March 31)
721holders −37
89new positions
127sold out
10famous investors
$67.63avg. 13F price*

At the end of Q1 2026, 721 institutions reported holding Ss&c Technologies Holdings (SSNC) in their 13F filings, down 37 from Q4 2025. 89 opened new positions and 127 sold out. The largest holders were BlackRock, Inc. ($1.4B), FMR LLC ($744.7M) and Vanguard Portfolio Management LLC ($741.5M). 10 famous investors held it, including Ken Griffin (0.3% of Citadel Advisors's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$244.9M
Exits127$424.1M

All 13F filers, Q4 2025 → Q1 2026: 28,900,133 shares bought and 34,637,778 shares sold, net −5,737,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 721 holders

BlackRock, Inc. 0.02% Reduce -27.7% 20,195,611 $1.4B
FMR LLC 0.04% Add +42.2% 11,021,815 $744.7M
Vanguard Portfolio Management LLC 0.04% — 10,974,325 $741.5M
Pzena Investment Management LLC 2.13% Reduce -6.0% 9,699,260 $655.4M
Vanguard Capital Management LLC 0.02% — 9,247,187 $624.8M
Janus Henderson Group PLC 0.27% Reduce -39.9% 8,425,246 $569.3M
State Street Corp. 0.01% Add +3.1% 6,254,406 $422.6M
Citadel Advisors 0.27% Add +646.2% 5,575,290 $376.7M
Bank of Montreal 0.14% Reduce -2.4% 5,005,253 $338.2M
Swedbank AB 0.31% Add +15.0% 4,307,795 $291.1M
Geode Capital Management, LLC 0.02% Add +7.2% 4,001,125 $269.6M
Cantillon Capital Management LLC 1.68% Reduce -11.9% 3,753,093 $253.6M
T. Rowe Price Associates Inc. 0.03% Add +8.0% 3,385,854 $228.8M
Dimensional Fund Advisors LP 0.04% Add +2.0% 3,115,616 $210.5M
AQR Capital Management 0.09% Add +29.2% 2,839,043 $191.4M
Lyrical Asset Management LP 2.39% Reduce -8.2% 2,317,171 $156.6M
Snyder Capital Management L P 2.98% Add +15.8% 2,272,609 $153.6M
Qube Research & Technologies Ltd 0.21% Add +50.2% 2,232,491 $150.8M
Robeco Institutional Asset Management B.V. 0.19% Add +0.3% 2,021,301 $136.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.85% Reduce -36.0% 2,019,620 $136.5M
KBC Group NV 0.32% Add +53.9% 1,908,477 $129.0M
Amundi 0.03% Add +51.8% 1,816,353 $122.7M
Alkeon Capital Management LLC 0.54% No change 1,764,916 $119.3M
Boston Partners 0.12% Reduce -59.8% 1,722,525 $116.4M
Bank of America Corp. 0.01% Reduce -44.1% 1,671,190 $112.9M
Goldman Sachs Group Inc. 0.01% Reduce -29.0% 1,610,340 $108.8M
Jane Street Group, LLC 0.12% Add +1263.1% 1,604,884 $108.4M
Fort Washington Investment Advisors Inc. 0.57% Reduce -11.4% 1,512,934 $102.2M
Northern Trust Corp. 0.01% Add +5.1% 1,373,476 $92.8M
Vanguard Fiduciary Trust Co. 0.02% — 1,298,078 $87.7M
Morgan Stanley 0.01% Add +18.9% 1,290,472 $87.2M
Progeny 3, Inc. 4.55% Add +11.8% 1,258,900 $85.1M
Legal & General Group Plc 0.02% Add +1.6% 1,224,456 $82.7M
Brandes Investment Partners, LP 0.58% Add +14.5% 1,205,943 $81.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.7% 1,178,087 $79.6M
Pacer Advisors, Inc. 0.22% Add +42.7% 1,161,110 $78.5M
Turtle Creek Asset Management Inc. 2.92% Add +43.0% 1,156,014 $78.1M
Deutsche Bank AG 0.02% Add +84.0% 1,024,778 $69.2M
Junto Capital Management LP 1.47% Add +15.5% 1,021,005 $69.0M
Millennium Management 0.05% Add +252.9% 1,015,822 $68.6M
Lakewood Capital Management, LP 4.11% Add +15.6% 946,954 $64.0M
D. E. Shaw & Co. 0.05% New 941,634 $63.6M
Thompson Siegel & Walmsley LLC 1.12% Add +133.7% 939,275 $63.5M
Charles Schwab Investment Management Inc. 0.01% Add +7.0% 931,169 $62.9M
First Trust Advisors LP 0.04% Add +25.5% 907,447 $61.3M
Wedge Capital Management L L P 1.03% Add +7.5% 826,841 $55.9M
Sunriver Management LLC 9.12% Add +26.5% 797,849 $53.9M
Russell Investments Group, Ltd. 0.06% Add +0.0% 764,872 $51.7M
Invesco Ltd. 0.00% Add +32.1% 744,944 $50.3M
Squarepoint Ops LLC 0.11% Add +55.8% 733,949 $49.6M
GMT Capital Corp 2.18% Add +0.3% 705,520 $47.7M
Victory Capital Management Inc. 0.03% Reduce -21.9% 700,604 $47.3M
Mackenzie Financial Corp. 0.06% Reduce -2.3% 682,308 $46.1M
Voloridge Investment Management, LLC 0.18% New 663,379 $44.8M
Commerce Bank 0.22% Add +2.1% 658,477 $44.5M
Bank of New York Mellon Corp 0.01% Reduce -6.4% 654,932 $44.3M
Hudson Way Capital Management LLC 4.20% Reduce -45.7% 650,776 $44.0M
Swiss National Bank 0.03% Add +7.0% 644,600 $43.6M
Wells Fargo & Company 0.01% Reduce -3.8% 628,168 $42.4M
Heron Bay Capital Management 3.88% Add +130.0% 622,625 $42.1M
North Star Asset Management Inc. 1.79% Add +0.3% 610,016 $41.2M
UBS Group AG 0.01% Reduce -12.6% 601,959 $40.7M
Panagora Asset Management Inc. 0.15% Reduce -26.6% 597,329 $40.4M
Baron Capital (BAMCO) 0.12% Reduce -1.1% 572,451 $38.7M
BNP Paribas Financial Markets 0.03% Add +215.3% 564,510 $38.1M
New South Capital Management Inc. 1.82% Reduce -10.1% 562,437 $38.0M
Seizert Capital Partners, LLC 1.74% Add +25.2% 559,346 $37.8M
Treasurer of the State of North Carolina 0.11% Add +9.2% 522,275 $35.3M
Susquehanna International Group, LLP 0.05% Add +73.1% 520,293 $35.2M
Ameriprise Financial Inc. 0.01% Add +34.5% 511,072 $34.5M
Gotham Asset Management 0.10% Add +6.8% 506,115 $34.2M
California Public Employees Retirement System 0.02% Reduce -9.6% 501,921 $33.9M
Danske Bank A/S 0.08% Reduce -5.1% 494,279 $33.4M
Allspring Global Investments Holdings, LLC 0.06% Add +731.7% 492,311 $33.3M
JPMorgan Chase & Co. 0.00% Add +13.1% 495,834 $33.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -4.4% 488,152 $33.0M
River Road Asset Management, LLC 0.37% Reduce -17.1% 482,967 $32.6M
Callodine Capital Management, LP 2.14% Add +89.4% 449,401 $30.4M
California State Teachers Retirement System 0.03% Reduce -2.6% 442,563 $29.9M
SEB Asset Management AB 0.13% — 437,517 $29.6M
ZWJ Investment Counsel Inc. 1.06% Add +18.3% 433,312 $29.3M
Quantinno Capital Management LP 0.05% Add +122.2% 431,341 $29.1M
Tudor Investment Corporation 0.16% Add +213.7% 430,647 $29.1M
Prana Capital Management, LP 0.84% Add +3.0% 404,814 $27.4M
Livforsakringsbolaget Skandia, Omsesidigt 1.04% Add +182.4% 202,800 $26.8M
Korea Investment CORP 0.05% Reduce -3.0% 386,869 $26.1M
Cresset Asset Management, LLC 0.11% Add +21.8% 384,770 $26.0M
Raymond James Financial Inc. 0.01% Reduce -33.8% 379,857 $25.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 377,357 $25.5M
Envestnet Asset Management Inc. 0.01% Reduce -44.8% 372,277 $25.2M
Nordea Investment Management AB 0.02% Add +7.5% 357,707 $23.9M
Two Sigma Investments, LP 0.02% Add +665.9% 320,384 $21.6M
Nuveen, LLC 0.01% Add +10.5% 316,288 $21.4M
Sei Investments Co. 0.02% Add +30.0% 303,882 $20.5M
Engineers Gate Manager LP 0.25% Add +2945.6% 291,429 $19.7M
HSBC Holdings PLC 0.01% Add +140.4% 279,044 $18.8M
Rhumbline Advisers 0.02% Reduce -0.6% 278,251 $18.8M
LSV Asset Management 0.04% Reduce -2.5% 275,000 $18.6M
Capital Investment Services of America, Inc. 1.93% Reduce -1.6% 273,687 $18.5M
Loomis Sayles & Co. L P 0.02% Reduce -0.7% 266,348 $18.0M
APG Asset Management N.V. 0.06% Add +5.2% 298,665 $17.5M
Achmea Investment Management B.V. 0.45% Add +2.7% 254,374 $17.2M
Norris Perne & French LLP 0.82% Reduce -1.9% 247,401 $16.7M
Caisse de depot et placement du Quebec 0.03% Reduce -1.0% 245,178 $16.6M
Barclays PLC 0.01% Reduce -34.9% 242,371 $16.4M
Marshall Wace, LLP 0.02% Add +927.4% 238,809 $16.1M
Valley Wealth Managers, Inc. 1.03% Add +2.9% 237,292 $16.0M
Natixis Advisors, LLC 0.02% Reduce -60.2% 234,366 $15.8M
Point72 Asset Management 0.03% New 233,014 $15.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +6.0% 230,292 $15.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -18.0% 229,796 $15.5M
Jones Financial Companies LLLP 0.01% Add +2052.1% 236,065 $15.4M
Schonfeld Strategic Advisors LLC 0.12% Add +453.4% 225,616 $15.2M
Crawford Investment Counsel Inc. 0.26% Reduce -1.7% 224,376 $15.2M
Great Lakes Advisors, LLC 0.12% Reduce -45.5% 220,284 $14.9M
Citigroup Inc. 0.01% Reduce -40.5% 218,160 $14.7M
Andra AP-fonden 0.17% Add +3879.3% 210,900 $14.3M
Moran Wealth Management, LLC 0.43% Reduce -6.1% 205,890 $13.9M
Schaper Benz & Wise Investment Counsel Inc. 1.06% Add +3.4% 204,673 $13.8M
Massachusetts Financial Services Co. 0.00% Add +1.2% 172,614 $13.8M
Acadian Asset Management LLC 0.02% Add +1269.1% 202,083 $13.7M
Danica Pension, Livsforsikringsaktieselskab 0.25% Reduce -70.6% 200,021 $13.5M
Glenmede Trust Co. NA 0.06% Add +5.0% 193,995 $13.1M
Distillate Capital Partners LLC 0.68% Reduce -0.2% 191,081 $12.9M
Running Oak Capital LLC 1.74% Add +5.3% 190,888 $12.9M
Foster Victor Wealth Advisors, LLC 0.72% Reduce -38.7% 181,140 $12.7M
Kirr Marbach & Co. LLC 2.31% Add +0.1% 187,573 $12.7M
State Board of Administration of Florida Retirement System 0.02% No change 186,546 $12.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -6.2% 184,329 $12.5M
Public Employees Retirement Association of Colorado 0.05% Reduce -44.4% 184,072 $12.4M
Aviva PLC 0.02% Add +3.0% 182,149 $12.3M
Assenagon Asset Management S.A. 0.02% Add +286.0% 179,104 $12.1M
Bradley Foster & Sargent Inc. 0.19% Reduce -14.3% 178,809 $12.1M
ExodusPoint Capital Management, LP 0.11% Add +180.3% 167,365 $11.3M
Tidal Investments LLC 0.03% Add +98.1% 166,010 $11.2M
Quantbot Technologies LP 0.45% Add +387.9% 163,051 $11.0M
State of Wisconsin Investment Board 0.02% Add +2.7% 160,085 $10.8M
Royal Bank of Canada 0.00% Reduce -38.0% 158,396 $10.7M
Man Group plc 0.02% Add +61.4% 157,843 $10.7M
Voya Investment Management LLC 0.01% Add +7.7% 154,209 $10.4M
Aberdeen Group plc 0.02% Add +9.2% 153,608 $10.4M
Qsemble Capital Management, LP 0.79% Add +172.3% 152,723 $10.3M
Punch & Associates Investment Management, Inc. 0.59% Add +23.4% 148,755 $10.1M
SG Americas Securities, LLC 0.01% Add +244.3% 145,503 $9.8M
Twinbeech Capital LP 1.01% New 144,135 $9.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.18% Add +0.3% 142,302 $9.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -22.0% 142,122 $9.6M
GHP Investment Advisors, Inc. 0.39% Add +0.5% 140,593 $9.5M
Fisher Asset Management 0.00% Reduce -12.0% 139,701 $9.4M
Schroder Investment Management Group 0.01% Add +22.1% 139,328 $9.4M
Skylands Capital, LLC 1.23% Add +71.6% 138,475 $9.4M
Bryn Mawr Trust Advisors, LLC 0.45% Reduce -0.2% 138,215 $9.3M
Bank of Nova Scotia 0.02% Add +751.9% 132,661 $9.0M
QRG Capital Management, Inc. 0.09% Add +12.7% 129,323 $8.7M
XTX Topco Ltd 0.15% New 128,719 $8.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -2.8% 128,337 $8.7M
Occudo Quantitative Strategies LP 0.47% New 124,427 $8.6M
Mercer Global Advisors Inc. 0.01% Reduce -2.0% 125,770 $8.5M
Peregrine Capital Management LLC 0.31% Add +5.7% 125,296 $8.5M
CANADA LIFE ASSURANCE Co 0.02% Add +6.5% 123,991 $8.4M
Meyer Handelman Co. 0.26% Add +12.1% 122,527 $8.3M
Franklin Resources Inc. 0.00% Reduce -93.3% 120,847 $8.2M
Dark Forest Capital Management LP 0.72% Add +21.2% 119,819 $8.1M
Burney Co./ 0.25% Reduce -38.8% 118,211 $8.0M
Fuller & Thaler Asset Management, Inc. 0.03% Add +10.8% 116,172 $7.8M
Aquatic Capital Management LLC 0.22% Add +307.3% 114,229 $7.7M
Pictet Asset Management Holding SA 0.01% Reduce -8.8% 113,785 $7.7M
Fifth Third Bancorp 0.01% Add +23459.7% 113,322 $7.7M
Jain Global LLC 0.10% Reduce -16.2% 111,189 $7.5M
Alliancebernstein L.P. 0.00% Reduce -93.9% 85,927 $7.5M
New York State Common Retirement Fund 0.01% Reduce -5.7% 110,472 $7.5M
Vanguard Investments Australia, Ltd. 0.02% — 109,461 $7.4M
Stifel Financial Corp. 0.01% Reduce -27.1% 108,100 $7.3M
Vanguard Global Advisers, LLC 0.00% — 106,305 $7.2M
Olstein Capital Management, L.P. 1.55% Add +90.9% 105,000 $7.1M
Public Sector Pension Investment Board 0.02% Add +43.5% 103,367 $7.0M
Asset Management One Co., Ltd. 0.02% Reduce -2.1% 103,099 $7.0M
Benjamin Edwards Inc. 0.07% Add +13.1% 101,356 $6.8M
Old West Investment Management, LLC 0.74% Reduce -20.3% 100,419 $6.8M
LPL Financial LLC 0.00% Reduce -24.9% 96,935 $6.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -4.6% 96,749 $6.5M
Wellington Management Group LLP 0.00% New 96,582 $6.5M
Kepler Cheuvreux (Suisse) SA 0.43% Reduce -21.3% 95,859 $6.5M
Kingsview Wealth Management, LLC 0.09% Reduce -14.3% 95,065 $6.4M
Handelsbanken Fonder AB 0.02% Reduce -10.8% 92,449 $6.2M
Tredje AP-fonden 0.03% Add +373.6% 91,437 $6.2M
Manning & Napier Advisors LLC 0.09% Add +75.9% 90,329 $6.1M
Neuberger Berman Group LLC 0.00% Add +121.3% 88,901 $6.0M
Pathstone Holdings, LLC 0.02% Reduce -6.6% 87,710 $5.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +97.2% 85,507 $5.8M
Storebrand Asset Management As 0.02% Reduce -0.4% 85,304 $5.8M
Mariner, LLC 0.01% Reduce -21.2% 85,302 $5.8M
Numerai GP LLC 0.57% New 84,488 $5.7M
Highlander Partners, L.P. 2.16% No change 81,800 $5.5M
Empowered Funds, LLC 0.04% Add +530.6% 81,303 $5.5M
Marks Group Wealth Management, Inc 0.53% Reduce -11.0% 81,114 $5.5M
Geneva Capital Management LLC 0.11% Reduce -4.4% 76,106 $5.1M
ProShare Advisors LLC 0.01% Reduce -8.3% 75,989 $5.1M
Guardian Wealth Management, Inc. 2.78% Add +32.4% 75,443 $5.1M
KLP Kapitalforvaltning As 0.02% No change 75,400 $5.1M
BTC Capital Management, Inc. 0.34% Add +19.6% 74,198 $5.0M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.3% 73,830 $5.0M
TD Asset Management Inc 0.00% Add +11.4% 73,347 $5.0M
Nomura Asset Management Co. Ltd. 0.01% Add +1.1% 72,125 $4.9M
State of New Jersey Common Pension Fund D 0.02% Add +1.3% 71,207 $4.8M
Kennon-Green & Company, LLC 3.88% Reduce -0.1% 70,026 $4.7M
Parcion Private Wealth LLC 0.29% Reduce -2.0% 69,093 $4.7M
Dean Investment Associates, LLC 0.65% Add +22.1% 68,433 $4.6M
Public Employees Retirement System of Ohio 0.01% Reduce -2.8% 66,200 $4.5M
Reinhart Partners, Llc. 0.13% Reduce -29.4% 66,062 $4.5M
Capital Fund Management S.A. 0.04% Add +26.7% 65,853 $4.4M
Paradiem, LLC 0.95% Reduce -55.5% 64,119 $4.3M
Resona Asset Management Co.,Ltd. 0.02% Add +1.4% 63,702 $4.3M
Jump Financial, LLC 0.07% New 62,660 $4.2M
Signet Financial Management, LLC 0.46% Reduce -2.1% 60,670 $4.1M
Summit Financial, LLC 0.05% New 59,710 $4.0M
Arizona State Retirement System 0.02% Reduce -1.1% 59,677 $4.0M
DekaBank Deutsche Girozentrale 0.01% No change 58,561 $4.0M
Ruffer LLP 0.16% New 58,535 $4.0M
Trexquant Investment LP 0.03% New 58,594 $4.0M
Katamaran Capital LLP 3.52% Reduce -4.3% 58,581 $4.0M
Brevan Howard Capital Management LP 0.04% New 58,190 $3.9M
Weiss Asset Management LP 0.10% New 58,022 $3.9M
Thompson Investment Management, Inc. 0.50% Add +18.1% 57,476 $3.9M
Oak Thistle LLC 0.37% New 56,862 $3.8M
Captrust Financial Advisors 0.01% Add +49.0% 56,765 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +1768.6% 56,227 $3.8M
Leuthold Group, LLC 0.39% Add +6.1% 53,973 $3.6M
DNB Asset Management AS 0.01% Add +14.6% 53,664 $3.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 52,346 $3.5M
Lombard Odier Asset Management (Europe) Ltd 0.29% No change 52,000 $3.5M
Meiji Yasuda Asset Management Co Ltd. 0.17% Reduce -3.4% 50,126 $3.4M
Creative Planning 0.00% Add +30.8% 50,040 $3.4M
Cerity Partners LLC 0.00% Reduce -67.1% 49,045 $3.3M
Allstate Corp. 0.03% Add +132.4% 48,153 $3.3M
Van Eck Associates Corp. 0.00% Reduce -38.0% 47,212 $3.2M
Exencial Wealth Advisors, LLC 0.10% Reduce -3.5% 46,893 $3.2M
USS Investment Management Ltd 0.01% Add +19.8% 46,636 $3.2M
Campbell & CO Investment Adviser LLC 0.17% Add +1596.6% 44,400 $3.0M
MML Investors Services, LLC 0.01% Reduce -30.4% 44,009 $3.0M
HRT Financial LP 0.01% New 44,006 $3.0M
IFM Investors Pty Ltd 0.02% Reduce -0.1% 43,633 $2.9M
Headlands Technologies LLC 0.33% Reduce -15.8% 42,950 $2.9M
O'shaughnessy Asset Management, LLC 0.01% Reduce -39.6% 42,216 $2.9M
Sciencast Management LP 0.36% New 41,761 $2.8M
Entropy Technologies, LP 0.13% New 41,476 $2.8M
Nomura Asset Management International Inc. 0.00% Add +23.6% 40,466 $2.7M
National Pension Service 0.00% Reduce -81.1% 40,367 $2.7M
Palisade Capital Management, LP 0.10% Reduce -17.2% 40,130 $2.7M
CIBC Bancorp USA Inc. 0.00% — 39,930 $2.7M
Aristides Capital LLC 0.89% Add +83.0% 39,839 $2.7M
Titan Global Capital Management USA LLC 0.39% Add +2.7% 39,151 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -9.4% 39,104 $2.6M
Walleye Capital LLC 0.02% Add +3906900.0% 39,070 $2.6M
FinArc Investments, Inc. 2.54% — 39,062 $2.6M
Lecap Asset Management Ltd. 0.98% New 38,550 $2.6M
Stephens Inc. 0.03% Reduce -2.4% 38,298 $2.6M
Woodbridge Co Ltd 0.01% No change 37,805 $2.6M
OMERS ADMINISTRATION Corp 0.02% Add +14.7% 37,700 $2.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Reduce -4.5% 37,030 $2.5M
Canada Pension Plan Investment Board 0.00% Add +951.4% 36,800 $2.5M
Focus Partners Wealth 0.00% Add +6.0% 36,159 $2.5M
Wilmington Savings Fund Society, FSB 0.06% Add +1.3% 35,944 $2.4M
Daiwa Securities Group Inc. 0.01% Reduce -30.2% 35,446 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% New 35,000 $2.4M
University of Texas/Texas Am Investment Management Co. 0.34% Reduce -32.4% 34,929 $2.4M
Y-Intercept (Hong Kong) Ltd 0.04% New 34,868 $2.4M
Formula Growth Ltd. 1.06% No change 34,725 $2.3M
Bridgewater Associates 0.01% New 34,704 $2.3M
Dean Capital Management 0.97% Add +19.9% 34,562 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.4% 39,283 $2.3M
Utah Retirement Systems 0.02% Reduce -2.3% 34,083 $2.3M
Macquarie Group Ltd. 0.01% Reduce -19.4% 33,769 $2.3M
Toronto Dominion Bank 0.00% Reduce -4.7% 33,586 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% No change 32,581 $2.2M
NewEdge Advisors, LLC 0.01% Add +218.7% 32,246 $2.2M
Xponance LLC 0.02% Add +16.5% 32,041 $2.2M
Oppenheimer Asset Management Inc. 0.02% Reduce -23.8% 31,982 $2.2M
FORA Capital, LLC 0.16% New 31,870 $2.2M
Legal Advantage Investments, Inc. 1.11% Reduce -0.6% 31,700 $2.1M
Clark Estates Inc. 0.50% New 31,000 $2.1M
Lazard Asset Management LLC 0.00% Reduce -13.0% 30,746 $2.1M
Assetmark, Inc. 0.00% Reduce -53.5% 30,528 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -22.3% 30,269 $2.0M
Aigen Investment Management, LP 0.52% New 29,898 $2.0M
Los Angeles Capital Management LLC 0.01% Add +227.3% 29,865 $2.0M
Eaton Financial Holdings Company, LLC 0.66% Reduce -3.1% 29,622 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +1.3% 29,197 $2.0M
Inceptionr LLC 0.47% New 29,002 $2.0M
Pekin Hardy Strauss, Inc. 0.20% Reduce -12.1% 28,891 $2.0M
Dynamic Technology Lab Private Ltd 0.31% Add +418.4% 27,810 $1.9M
Truist Financial Corp. 0.00% Reduce -55.8% 27,716 $1.9M
UNIVEST FINANCIAL Corp 0.10% Reduce -80.3% 27,488 $1.9M
Cetera Investment Advisers 0.00% Reduce -7.8% 27,224 $1.8M
&partners 0.01% Reduce -27.3% 27,130 $1.8M
Greenleaf Trust 0.02% Reduce -3.5% 26,890 $1.8M
Kornitzer Capital Management Inc. 0.04% Reduce -49.2% 26,740 $1.8M
Intrepid Capital Management Inc. 0.84% Add +4.0% 26,399 $1.8M
Boyar Asset Management Inc. 1.00% Add +37.9% 25,983 $1.8M
Arkadios Wealth Advisors 0.03% Add +80.0% 25,978 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -23.1% 25,681 $1.7M
State of Alaska, Department of Revenue 0.02% No change 25,623 $1.7M
Fox Run Management, L.L.C. 0.30% Add +192.5% 25,821 $1.7M
Picton Mahoney Asset Management 0.02% Add +168353.3% 25,268 $1.7M
Fieldview Capital Management, LLC 0.50% New 25,116 $1.7M
Thrivent Financial for Lutherans 0.00% Add +122.9% 24,951 $1.7M
Gsa Capital Partners LLP 0.10% Add +124.0% 24,910 $1.7M
Sterling Capital Management LLC 0.03% Reduce -14.2% 24,848 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -19.7% 24,482 $1.7M
Cwm, LLC 0.00% Reduce -29.4% 24,335 $1.6M
Rothschild Investment LLC 0.08% Add +0.3% 23,974 $1.6M
Inlet Private Wealth, LLC 0.41% Add +55.9% 23,525 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +14.1% 23,478 $1.6M
Investment Management Corp of Ontario 0.02% Add +3.5% 23,327 $1.6M
OP Asset Management Ltd 0.02% Reduce -8.2% 23,227 $1.6M
Natixis 0.01% New 22,958 $1.6M
Board of the Pension Protection Fund 1.42% Add +2762.5% 22,900 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.1% 22,844 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -23.9% 22,507 $1.5M
Summit Trail Advisors, LLC 0.02% Add +5.8% 22,281 $1.5M
Choreo, LLC 0.02% Reduce -5.2% 21,596 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.4% 21,344 $1.4M
Catalyst Funds Management Pty Ltd 0.24% Reduce -3.2% 21,000 $1.4M
Rehmann Capital Advisory Group 0.07% Add +29.9% 20,902 $1.4M
Axq Capital, LP 0.18% Add +58.6% 20,417 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +86.8% 20,323 $1.4M
Wolverine Asset Management LLC 0.07% Add +325.1% 20,165 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +2.1% 20,143 $1.4M
Swiss Life Asset Management Ltd 0.01% Add +34.1% 19,251 $1.3M
US Bancorp \de 0.00% Reduce -0.1% 19,025 $1.3M
Osmosis Investment Management UK Ltd 0.03% Add +67.6% 18,868 $1.3M
Blair William & Co. 0.00% Reduce -84.3% 18,533 $1.3M
CSS LLC 0.20% Reduce -2.2% 18,390 $1.2M
Penserra Capital Management LLC 0.01% Add +1485.2% 18,372 $1.2M
Convergence Investment Partners, LLC 0.20% New 17,982 $1.2M
UniSuper Management Pty Ltd 0.01% Add +372.9% 17,971 $1.2M
Freestone Grove Partners LP 0.01% New 17,689 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -32.0% 17,214 $1.2M
EP Wealth Advisors, LLC 0.01% Add +0.0% 17,211 $1.2M
Gulf International Bank (UK) Ltd 0.03% Add +56.1% 17,099 $1.2M
Argos Wealth Advisors, LLC 0.33% Reduce -1.8% 16,910 $1.1M
Parallel Advisors, LLC 0.02% Reduce -21.3% 16,554 $1.1M
LRI Investments, LLC 0.10% No change 16,473 $1.1M
Bridgefront Capital, LLC 0.28% New 16,453 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +50.7% 16,373 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Reduce -5.5% 16,320 $1.1M
Inspire Investing, LLC 0.06% Reduce -11.8% 15,978 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +572.1% 15,323 $1.0M
Two Sigma Securities, LLC 0.12% New 15,256 $1.0M
Meiji Yasuda Life Insurance Co 0.03% No change 14,997 $1.0M
Hennion & Walsh Asset Management, Inc. 0.03% Add +20.7% 14,956 $1.0M
Delphi Management Inc. 1.20% Reduce -17.1% 14,828 $1.0M
Groupama Asset Managment 0.01% Add +16.8% 14,809 $1.0M
Hillsdale Investment Management Inc. 0.03% Add +32.6% 14,630 $989K
Vest Financial, LLC 0.01% Add +45.3% 14,562 $984K
Wealthfront Advisers LLC 0.00% Reduce -68.6% 14,253 $963K
Avantra Family Wealth, Inc. 0.71% Reduce -6.8% 14,136 $955K
Storgate, LLC 0.75% Add +7.5% 14,094 $952K
Cannon Global Investment Management, LLC 2.30% Add +62.8% 14,000 $946K
VARCOV Co. 0.35% New 13,970 $944K
Western Wealth Management, LLC 0.04% New 13,741 $928K
Abn Amro Investment Solutions 0.01% Add +21.7% 13,723 $927K
Impact Partnership Wealth, LLC 0.11% New 13,661 $923K
Davis Capital Management 0.62% Add +4.6% 13,537 $915K
Polymer Capital Management (US) LLC 0.13% New 13,448 $909K
TD Private Client Wealth LLC 0.02% Reduce -55.5% 13,366 $903K
DRW Securities, LLC 0.05% Add +137.9% 13,179 $891K
Intech Investment Management LLC 0.01% Reduce -1.4% 13,149 $888K
Cibc World Market Inc. 0.00% Reduce -2.6% 12,945 $875K
World Investment Advisors 0.01% Reduce -19.2% 12,699 $858K
Centiva Capital, LP 0.04% New 12,391 $837K
Havemeyer Place LP 0.10% Add +4031.8% 12,354 $835K
Anchor Capital Advisors LLC 0.02% Reduce -46.4% 12,348 $834K
Park Avenue Securities LLC 0.01% Reduce -74.3% 12,350 $834K
Brant Point Investment Management LLC 0.23% Reduce -38.0% 12,286 $830K
Atria Investments, Inc 0.01% Reduce -10.9% 12,121 $819K
Rockefeller Capital Management L.P. 0.00% Add +105.5% 11,936 $807K
Eurizon Capital SGR S.p.A. 0.00% Reduce -67.6% 11,879 $802K
Kestra Advisory Services, LLC 0.00% Reduce -11.5% 11,635 $786K
CHICAGO TRUST Co NA 0.13% Reduce -11.7% 11,523 $779K
Amalgamated Bank 0.01% Add +5.8% 11,443 $773K
Affinity Investment Advisors, LLC 0.48% Add +17.9% 11,341 $766K
Raiffeisen Bank International AG 0.01% Add +33.2% 11,474 $765K
CIBC Asset Management Inc 0.00% Reduce -4.1% 11,286 $763K
Legato Capital Management LLC 0.07% Reduce -50.3% 11,041 $746K
Archford Capital Strategies, LLC 0.08% Reduce -19.8% 10,939 $739K
American Century Companies Inc. 0.00% Reduce -75.2% 10,906 $737K
Atom Investors LP 0.05% New 10,899 $736K
Rakuten Investment Management, Inc. 0.00% Add +17.8% 10,965 $731K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +9.6% 10,784 $729K
Oppenheimer & Co. Inc. 0.01% Add +0.4% 10,642 $719K
44 Wealth Management LLC 0.25% Reduce -65.0% 10,624 $718K
Eventide Asset Management, LLC 0.01% Add +18.1% 10,562 $704K
Maryland State Retirement & Pension System 0.01% No change 10,044 $679K
Auxano Advisors, LLC 0.14% Reduce -11.4% 10,027 $678K
Quinn Opportunity Partners LLC 0.04% New 10,000 $676K
one8zero8, LLC 0.15% Reduce -3.9% 9,960 $673K
State of Michigan Retirement System 0.00% No change 9,870 $667K
Alps Advisors Inc. 0.00% Add +1.0% 9,838 $665K
Tectonic Advisors LLC 0.04% Reduce -36.9% 9,807 $663K
Paradigm Asset Management Co. LLC 0.16% No change 9,800 $662K
Corient Private Wealth LP 0.00% Add +17.6% 12,447 $652K
Carret Asset Management, LLC 0.06% Add +4.8% 9,265 $626K
Plato Investment Management Ltd 0.04% No change 9,248 $625K
Vident Advisory, LLC 0.01% Add +46.0% 9,211 $622K
Prudential Financial Inc. 0.00% Reduce -13.7% 9,171 $620K
111 Capital 0.15% New 9,047 $611K
Boothbay Fund Management, LLC 0.01% Reduce -65.8% 9,040 $611K
Oxford Asset Management LLP 0.25% New 9,031 $610K
Haven Private, LLC 0.26% Reduce -9.7% 8,927 $603K
EntryPoint Capital, LLC 0.18% New 8,910 $602K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 8,816 $596K
Byrne Asset Management LLC 0.35% Reduce -45.1% 8,768 $592K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.2% 8,706 $588K
Clearstead Advisors, LLC 0.01% Add +7.6% 8,677 $586K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.6% 8,670 $586K
Woodline Partners LP 0.00% Add +112.3% 8,597 $581K
Sylvest Advisors, LLC 0.31% Add +13.6% 8,595 $581K
Brooklyn Investment Group 0.02% Reduce -19.0% 8,517 $575K
Osaic Holdings, Inc. 0.00% Reduce -1.7% 8,478 $573K
Caprock Group, LLC 0.01% Add +15.1% 8,447 $571K
Vestcor Inc 0.02% No change 8,237 $557K
Fiduciary Trust Co 0.01% Add +33.7% 8,236 $557K
Saudi Central Bank 0.01% New 8,107 $548K
Allianz Asset Management GmbH 0.00% Reduce -0.9% 8,098 $547K
Credit Agricole S A 0.00% Reduce -87.1% 8,071 $545K
Integrated Wealth Concepts LLC 0.00% New 8,038 $543K
Truvestments Capital LLC 0.10% Reduce -8.5% 8,008 $541K
Baird Financial Group, Inc. 0.00% Reduce -1.8% 7,981 $539K
Triad Wealth Partners, LLC 0.04% Add +3.2% 7,952 $537K
Sheets Smith Wealth Management 0.06% New 7,947 $537K
Sequoia Financial Advisors, LLC 0.00% Reduce -44.0% 7,941 $537K
Eagle Rock Investment Company, LLC 0.08% Reduce -18.7% 7,700 $520K
Cornerstone Investment Partners, LLC 0.02% Add +2.8% 7,677 $519K
Principal Securities, Inc. 0.01% Add +7.4% 7,602 $514K
J.Safra Asset Management Corp 0.03% Add +14.3% 7,537 $509K
Avanza Fonder AB 0.01% Add +1.7% 7,476 $505K
Groesbeck Investment Management Corp. 0.98% No change 7,473 $505K
Callan Family Office, LLC 0.01% Add +5.3% 7,433 $502K
Aristeia Capital, L.L.C. 0.02% Add +29.9% 7,399 $500K
Waverly Advisors, LLC 0.00% Reduce -1.6% 7,373 $498K
Rothschild Wealth LLC 0.04% Add +8.1% 7,177 $485K
Walter & Keenan Wealth Management LLC /in/ 0.14% Add +0.2% 7,096 $479K
Denali Advisors LLC 0.05% Reduce -9.1% 7,000 $473K
M&T Bank Corp 0.00% Add +9.1% 6,988 $472K
Merit Financial Group, LLC 0.00% Reduce -15.2% 6,800 $460K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,772 $458K
Prudent Man Advisors, LLC 0.13% Add +53.6% 6,625 $448K
Advisory Services Network, LLC 0.01% Add +40.9% 6,592 $445K
Legacy Wealth Asset Management, LLC 0.11% Reduce -20.3% 6,474 $437K
Qtron Investments LLC 0.06% Add +25.0% 6,413 $433K
Hantz Financial Services, Inc. 0.01% Reduce -91.8% 6,346 $429K
Blueshift Asset Management, LLC 0.13% New 6,215 $420K
Integrated Investment Consultants, LLC 0.09% Reduce -59.9% 6,194 $419K
Evolve Private Wealth, LLC 0.02% Reduce -13.4% 6,148 $415K
Virtu Financial LLC 0.02% New 6,122 $414K
North Dakota State Investment Board 0.02% Reduce -17.9% 6,117 $413K
Ritholtz Wealth Management 0.01% Reduce -70.6% 6,079 $411K
GAMMA Investing LLC 0.02% Add +3.5% 6,078 $411K
United Capital Financial Advisors, LLC 0.00% Add +8.6% 6,021 $407K
Quadrant Capital Group LLC 0.01% Add +16.5% 5,976 $404K
R Squared Ltd 0.22% New 5,975 $404K
Oslo Pensjonsforsikring AS 0.06% — 5,942 $402K
Neo Ivy Capital Management 0.11% New 5,921 $400K
Pallas Capital Advisors LLC 0.01% Reduce -55.6% 5,869 $397K
Alhambra Investment Management LLC 0.18% Reduce -21.1% 5,755 $389K
Chicago Partners Investment Group LLC 0.01% New 5,472 $387K
Snowden Capital Advisors LLC 0.01% Reduce -24.9% 5,692 $385K
Ossiam 0.01% Add +14.7% 5,616 $379K
Principal Financial Group Inc. 0.00% Reduce -3.0% 5,589 $378K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 5,565 $376K
MQS Management LLC 0.25% New 5,502 $372K
Mutual Advisors, LLC 0.01% Add +3.5% 5,469 $370K
NorthCrest Asset Manangement, LLC 0.01% Reduce -24.1% 5,372 $367K
ASR Vermogensbeheer N.V. 0.00% Add +2.4% 5,394 $364K
AlphaGrep UK Ltd 0.11% Add +124.7% 5,388 $364K
Kestra Private Wealth Services, LLC 0.00% Reduce -63.5% 5,382 $364K
E. Ohman J:or Asset Management AB 0.01% No change 5,316 $359K
NorthCoast Asset Management LLC 0.01% Add +18.2% 5,175 $350K
Magnetar Financial LLC 0.00% New 5,172 $349K
Mirabella Financial Services LLP 0.04% Reduce -53.5% 5,149 $348K
IMC-Chicago, LLC 0.01% Reduce -90.5% 5,131 $347K
STRS Ohio 0.00% Reduce -97.5% 5,004 $338K
Dynamic Advisor Solutions LLC 0.01% Add +8.9% 4,997 $338K
Caxton Associates LLP 0.01% New 4,797 $324K
Regions Financial Corp. 0.00% Reduce -33.6% 4,773 $323K
Compound Planning, Inc. 0.01% Reduce -11.2% 4,718 $319K
National Bank of Canada 0.00% Add +16.5% 4,670 $316K
Yousif Capital Management, LLC 0.00% Add +5.6% 4,614 $312K
Atlantic Union Bankshares Corp 0.01% Add +10.5% 4,582 $310K
Kera Capital Partners, Inc. 0.04% Add +4.5% 4,486 $303K
Aaron Wealth Advisors LLC 0.02% Add +25.2% 4,461 $301K
Ostrum Asset Management 0.02% Add +150.4% 4,443 $300K
WINTON GROUP Ltd 0.01% New 4,422 $299K
Evercore Wealth Management, LLC 0.00% No change 4,410 $298K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.4% 4,229 $286K
Certuity, LLC 0.02% Reduce -22.7% 4,188 $283K
HB Wealth Management, LLC 0.00% Add +6.6% 4,151 $280K
Motley Fool Asset Management LLC 0.01% Add +4.3% 4,033 $273K
HighTower Advisors, LLC 0.00% Reduce -67.3% 3,987 $269K
Childress Capital Advisors, LLC 0.05% New 3,962 $268K
Ironwood Investment Counsel, LLC 0.04% No change 3,938 $266K
Mgo One Seven LLC 0.01% Reduce -65.4% 3,937 $266K
SGL Investment Advisors, Inc. 0.10% Reduce -91.8% 3,946 $265K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -44.2% 3,867 $261K
Ritter Alpha, LP 5.45% New 3,856 $261K
AlphaCore Capital LLC 0.01% Reduce -14.7% 3,846 $260K
Nicolet Bankshares Inc. 0.01% Reduce -6.8% 3,788 $256K
Johnson Financial Group, LLC 0.02% Reduce -1.3% 3,776 $255K
O'Brien Greene & Co. Inc 0.07% Reduce -13.7% 3,775 $255K
Vise Technologies, Inc. 0.01% No change 2,910 $254K
Ascent Group, LLC 0.01% Add +5.3% 3,749 $253K
Quarry LP 0.05% New 3,710 $251K
Meeder Advisory Services, Inc. 0.01% New 3,629 $245K
Bull Harbor Capital LLC 0.07% — 3,604 $244K
Altar Rock LLC 0.29% New 3,598 $243K
Kathmere Capital Management, LLC 0.01% New 3,582 $242K
TCW Group Inc. 0.00% Add +5.1% 3,561 $241K
Copeland Capital Management, LLC 0.01% Add +30.3% 3,543 $239K
Krilogy Financial LLC 0.01% Reduce -10.1% 3,352 $239K
EverSource Wealth Advisors, LLC 0.01% Reduce -14.7% 3,529 $238K
Hancock Whitney Corp. 0.00% Reduce -13.3% 3,435 $238K
Signaturefd, LLC 0.00% Reduce -7.0% 3,518 $238K
Optas, LLC 0.04% New 3,508 $237K
Meixler Investment Management, Ltd. 0.13% Reduce -8.0% 3,464 $237K
Farringdon Capital, Ltd. 0.05% New 3,496 $236K
MetLife Investment Management, LLC 0.00% Add +0.1% 3,429 $232K
Quadrature Capital Ltd 0.00% New 3,369 $228K
Teacher Retirement System of Texas 0.00% Reduce -97.6% 3,288 $222K
MAI Capital Management 0.00% Add +24.9% 3,205 $217K
Quadcap Wealth Management, LLC 0.02% Reduce -47.2% 3,169 $214K
Allworth Financial LP 0.00% Add +34.2% 3,156 $213K
McIlrath & Eck, LLC 0.02% Reduce -15.1% 3,155 $213K
Arax Advisory Partners 0.01% Reduce -84.1% 3,131 $211K
Baker Avenue Asset Management, LP 0.00% New 3,114 $210K
Net Worth Advisory Group 0.04% Reduce -12.3% 3,095 $209K
Indivisible Partners 0.02% New 3,055 $206K
Wedbush Securities Inc. 0.01% Add +15.5% 3,042 $206K
Siemens Fonds Invest GmbH 0.01% No change 3,047 $206K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -33.9% 3,031 $205K
State of Wyoming 0.02% Add +48.9% 3,021 $204K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.6% 2,982 $201K
Transamerica Financial Advisors, LLC 0.02% Add +80.9% 2,920 $197K
Farther Finance Advisors, LLC 0.00% Reduce -2.4% 2,869 $194K
Bessemer Group Inc. 0.00% Add +280.0% 2,850 $193K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -18.2% 2,849 $193K
1620 Investment Advisors, Inc. 0.11% Add +44.2% 2,467 $167K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.6% 2,397 $162K
Nisa Investment Advisors, LLC 0.00% Reduce -23.6% 2,251 $152K
Capital Analysts, LLC 0.00% Reduce -95.8% 2,093 $141K
Smartleaf Asset Management LLC 0.00% Reduce -4.0% 1,959 $131K
Advisors Asset Management, Inc. 0.00% New 1,914 $129K
Versant Capital Management, Inc 0.01% Add +41.4% 1,887 $128K
IFP Advisors, Inc 0.00% Reduce -3.3% 1,634 $110K
Steward Partners Investment Advisory, LLC 0.00% Add +13.1% 1,628 $110K
Medallion Wealth Advisors, LLC 0.03% No change 1,566 $106K
Cohen & Steers, Inc. 0.00% No change 1,400 $95K
Blue Trust, Inc. 0.00% Add +61.7% 1,405 $95K
Motco 0.01% Reduce -47.5% 1,355 $92K
Sunbelt Securities, Inc. 0.01% Reduce -5.3% 1,333 $90K
FIL Ltd 0.00% Reduce -96.7% 1,308 $88K
Murphy & Mullick Capital Management Corp 0.06% Reduce -0.1% 1,198 $81K
Anchor Investment Management, LLC 0.01% Reduce -14.3% 1,198 $81K
Cary Street Partners Financial LLC 0.00% Reduce -4.3% 958 $65K
Essential Partners LLC 0.02% Reduce -83.2% 913 $62K
Larson Financial Group LLC 0.00% Add +21.2% 902 $61K
Fortis Group Advisors, LLC 0.01% No change 870 $59K
Rialto Wealth Management, LLC 0.01% Reduce -1.4% 868 $59K
V-Square Quantitative Management LLC 0.01% Add +95.8% 832 $56K
Global X Japan Co., Ltd. 0.00% Reduce -37.3% 794 $54K
Parkside Financial Bank & Trust 0.00% Reduce -43.5% 754 $51K
Huntington National Bank 0.00% Add +41.2% 740 $50K
Westpac Banking Corp. 0.00% No change 738 $50K
Wealth Enhancement Trust Services, Inc. 0.01% No change 717 $48K
Johnson Financial Group, Inc. 0.00% Reduce -21.2% 700 $47K
Financial Perspectives, Inc 0.01% No change 670 $45K
True Wealth Design, LLC 0.01% Add +40.5% 586 $40K
Deseret Mutual Benefit Administrators 0.01% Add +89.3% 549 $37K
Covestor Ltd 0.03% Reduce -54.1% 548 $37K
1248 Management, LLC 0.02% No change 543 $37K
Bellevue Asset Management, LLC 0.02% Add +0.4% 541 $37K
Winthrop Capital Management, LLC 0.01% Add +1097.7% 527 $36K
Innovative Asset Advisors Group, LLC 0.02% — 523 $35K
CENTRAL TRUST Co 0.00% No change 510 $34K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 500 $34K
Royal London Asset Management Ltd. 0.00% Reduce -99.5% 444 $30K
Salem Investment Counselors Inc. 0.00% New 400 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Add +170.7% 379 $26K
CVA Family Office, LLC 0.00% Add +164.2% 362 $24K
N.E.W. Advisory Services LLC 0.00% No change 350 $24K
Whittier Trust Co. 0.00% No change 344 $24K
MBM Wealth Consultants, LLC 0.01% New 327 $22K
Private Trust Co. NA 0.00% Reduce -35.3% 325 $22K
Caldwell Trust Co 0.00% No change 324 $22K
Root Financial Partners, LLC 0.00% Reduce -41.9% 321 $22K
Quent Capital, LLC 0.00% Reduce -42.0% 318 $21K
Rossby Financial, LCC 0.00% Add +21.0% 294 $20K
Entrust Financial LLC 0.01% Add +31.8% 282 $19K
GW&K Investment Management, LLC 0.00% Reduce -47.1% 279 $19K
JFS Wealth Advisors, LLC 0.00% Add +1.9% 275 $19K
Owl Creek Wealth Partners LLC 0.01% — 263 $18K
EFG International AG 0.00% Reduce -23.8% 250 $17K
1015 Capital Partners, LLC 0.02% Add +1746.2% 240 $16K
Hilton Head Capital Partners, LLC 0.01% No change 239 $16K
United Community Bank 0.01% Reduce -81.5% 238 $16K
Valley National Advisers Inc. 0.00% Reduce -2.1% 237 $16K
WPG Advisers, LLC 0.01% Add +6.9% 232 $16K
Community Financial Services Group, LLC 0.00% New 218 $15K
Private Wealth Asset Management, LLC 0.00% No change 214 $14K
Capital Advisors, Ltd. LLC 0.00% No change 212 $14K
Atwood & Palmer Inc. 0.00% No change 207 $14K
Vaughan Nelson Investment Management, L.P. 0.00% No change 205 $14K
Harbour Investments, Inc. 0.00% Add +3.0% 204 $14K
Salomon & Ludwin, LLC 0.00% Add +752.2% 196 $13K
Wealth Preservation Advisors, LLC 0.01% New 192 $13K
First Horizon Corp. 0.00% Add +734.8% 192 $13K
Torren Management, LLC 0.01% Reduce -82.7% 188 $13K
Frazier Financial Advisors, LLC 0.01% Add +0.6% 180 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 162 $11K
Tompkins Financial Corp. 0.00% No change 155 $10K
First Command Advisory Services, Inc. 0.00% New 147 $10K
Fortitude Family Office, LLC 0.00% Add +3.6% 145 $10K
First Pacific Financial 0.00% Add +38.5% 144 $10K
West Branch Capital LLC 0.00% No change 142 $10K
Meeder Asset Management Inc. 0.00% New 137 $9K
TD Waterhouse Canada Inc. 0.00% No change 135 $9K
Basecamp Wealth Advisors LLC 0.00% Reduce -41.1% 129 $9K
Global Trust Asset Management, LLC 0.00% No change 128 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +12.6% 125 $8K
Ogorek Anthony Joseph /NY/ 0.00% Add +68.1% 121 $8K
Park Place Capital Corp 0.00% Reduce -7.3% 115 $8K
Private Wealth Management Group, LLC 0.00% Add +58.8% 108 $7K
Basepoint Wealth LLC 0.00% Add +0.9% 107 $7K
JPL Wealth Management, LLC 0.00% New 107 $7K
Aventura Private Wealth, LLC 0.00% No change 100 $7K
St Germain D J Co. Inc. 0.00% No change 99 $7K
Pinnacle Bancorp, Inc. 0.00% Reduce -59.0% 98 $7K
Crewe Advisors LLC 0.00% Add +6.5% 98 $7K
Highline Wealth Partners LLC 0.00% Reduce -58.8% 96 $6K
Key Financial Inc 0.00% No change 96 $6K
Dagco, Inc. 0.00% No change 93 $6K
Bell Investment Advisors, Inc 0.00% Reduce -17.9% 92 $6K
Red Tortoise LLC 0.00% No change 87 $6K
Spire Wealth Management 0.00% Reduce -90.0% 87 $6K
Elevation Wealth Partners, LLC 0.00% New 83 $6K
Benson Wealth Management INC 0.01% No change 76 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 78 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 73 $5K
Wilkerson Advisory Group LLC 0.00% Add +53.3% 69 $5K
Signature Equity Partners, LLC 0.00% Add +13.8% 66 $4K
Mather Group, Llc. 0.00% New 64 $4K
Dogwood Wealth Management LLC 0.00% Add +800.0% 63 $4K
Brown Brothers Harriman & Co. 0.00% Reduce -52.4% 60 $4K
Bruce G. Allen Investments, LLC 0.00% No change 59 $4K
Colonial Trust Co / SC 0.00% Reduce -65.1% 58 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 58 $4K
Sachetta, LLC 0.00% Add +256.3% 57 $4K
SJS Investment Consulting Inc. 0.00% Add +35.7% 57 $4K
Bogart Wealth, LLC 0.00% Add +5.6% 57 $4K
Keating Financial Advisory Services, Inc. 0.00% Reduce -64.6% 51 $3K
Purpose Unlimited Inc. 0.00% Reduce -68.2% 49 $3K
Coston, McIsaac & Partners 0.00% No change 54 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 43 $3K
Cornerstone Planning Group LLC 0.00% Add +5.0% 42 $3K
UMB Bank, n.a. 0.00% Reduce -88.6% 42 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.5% 41 $3K
SouthState Bank Corp 0.00% Add +51.9% 41 $3K
Intentional Wealth Strategies, LLC 0.00% — 41 $3K
Cromwell Holdings LLC 0.00% Add +37.9% 40 $3K
Albion Financial Group 0.00% New 40 $3K
Physician Wealth Advisors, Inc. 0.00% Add +1850.0% 39 $3K
Lanark Financial, Inc. 0.00% No change 36 $2K
United Financial Planning Group LLC 0.00% Reduce -66.7% 34 $2K
AdvisorNet Financial, Inc 0.00% Reduce -37.0% 34 $2K
Kilter Group LLC 0.00% Add +33.3% 32 $2K
Marquette Asset Management, LLC 0.00% New 32 $2K
Principia Wealth Advisory, LLC 0.00% Add +540.0% 32 $2K
International Assets Investment Management, LLC 0.00% Reduce -20.5% 31 $2K
Sunrise Financial Services, LLC 0.00% No change 31 $2K
MV Capital Management, Inc. 0.00% Add +200.0% 30 $2K
Avion Wealth 0.00% Add +73.9% 40 $2K
HM Payson & Co. 0.00% No change 29 $2K
TD Capital Management LLC 0.00% Add +3.6% 29 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 28 $2K
Abound Wealth Management 0.00% No change 27 $2K
Bay Harbor Wealth Management, LLC 0.00% No change 26 $2K
Cornerstone Financial Management LLC 0.00% Add +47.1% 25 $2K
CoreCap Advisors, LLC 0.00% No change 22 $1K
Activest Wealth Management 0.00% Add +2000.0% 21 $1K
Harbor Investment Advisory, LLC 0.00% New 20 $1K
Aspect Partners, LLC 0.00% No change 19 $1K
IMA Advisory Services, Inc. 0.00% Reduce -52.9% 16 $1K
Hughes Financial Services, LLC 0.00% Reduce -31.8% 15 $1K
Manchester Capital Management LLC 0.00% No change 15 $1K
SBI Securities Co., Ltd. 0.00% Add +8.3% 13 $878
Vermillion Wealth Management, Inc. 0.00% New 12 $811
Rakuten Securities, Inc. 0.00% Reduce -40.0% 12 $811
Triumph Capital Management 0.00% Reduce -25.0% 12 $811
Quaker Wealth Management, LLC 0.00% Reduce -10.0% 9 $609
Retirement Wealth Solutions LLC 0.00% New 8 $541
TopTier Wealth Management, LLC 0.00% New 8 $541
HFM Investment Advisors, LLC 0.00% Reduce -38.5% 8 $541
Breakwater Investment Management 0.00% New 7 $473
Legacy Wealth Managment, LLC 0.00% No change 7 $473
Bare Financial Services, Inc 0.00% Reduce -88.9% 7 $473
North Star Investment Management Corp. 0.00% Add +16.7% 7 $473
American Capital Advisory, LLC 0.00% Reduce -33.3% 6 $406
Curio Wealth, LLC 0.00% New 6 $405
Seneschal Advisors, LLC 0.00% Reduce -16.7% 5 $338
Westside Investment Management, Inc. 0.00% No change 5 $338
Elevated Capital Advisors, LLC 0.00% No change 5 $338
SHP Wealth Management 0.00% New 5 $338
Cassaday & Co Wealth Management LLC 0.00% New 4 $271
ROSS\JOHNSON & Associates LLC 0.00% No change 4 $270
Leo H. Evart, Inc. 0.00% — 2 $146
Vision Financial Markets LLC 0.00% No change 3 $138
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $136
Raffa Wealth Management, LLC 0.00% New 2 $135
Toth Financial Advisory Corp. 0.00% No change 1 $68
TFC Financial Management, Inc. 0.00% No change 1 $68
Harvest Fund Management Co., Ltd 0.00% Reduce -99.9% 1 $0

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