Constellation Brands Inc. Class ASTZ
13F holders, Q1 2026 (March 31)1,049holders +5
119new positions
111sold out
12famous investors
$149.97avg. 13F price*
At the end of Q1 2026, 1,049 institutions reported holding Constellation Brands Inc. Class A (STZ) in their 13F filings, up 5 from Q4 2025. 119 opened new positions and 111 sold out. The largest holders were Capital World Investors ($1.8B), BlackRock, Inc. ($1.7B) and Vanguard Capital Management LLC ($1.4B). 12 famous investors held it, including Jeremy Grantham (1.5% of GMO's portfolio), Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio) and Steve Cohen (0.5% of Point72 Asset Management's portfolio).
- Company
- Constellation Brands Inc. Class A
- Sector
- Consumer Staples
- CUSIP
- 21036P108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $185.1M |
| Exits | 111 | $212.3M |
All 13F filers, Q4 2025 → Q1 2026: 21,921,662 shares bought and 22,466,369 shares sold, net −544,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Capital World Investors | 0.25% | Add +68.6% | 12,206,493 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +2.3% | 11,119,599 | $1.7B |
| Vanguard Capital Management LLC | 0.03% | — | 9,076,016 | $1.4B |
| Vanguard Portfolio Management LLC | 0.06% | — | 7,515,202 | $1.1B |
| State Street Corp. | 0.04% | Add +1.6% | 7,025,709 | $1.1B |
| Wellington Management Group LLP | 0.19% | Add +10.2% | 6,630,917 | $994.6M |
| FMR LLC | 0.04% | Add +27.1% | 5,126,543 | $769.0M |
| GMO | 1.54% | Add +4.2% | 4,025,780 | $603.9M |
| Geode Capital Management, LLC | 0.04% | Add +1.9% | 3,808,889 | $569.1M |
| Citadel Advisors | 0.40% | Add +376.8% | 3,709,323 | $556.4M |
| Ameriprise Financial Inc. | 0.12% | Add +17.8% | 3,407,931 | $511.2M |
| Harris Associates (Oakmark Funds) | 0.65% | Reduce -0.0% | 3,233,267 | $485.0M |
| Morgan Stanley | 0.02% | Reduce -6.8% | 2,539,665 | $381.0M |
| Van Eck Associates Corp. | 0.27% | Reduce -2.1% | 2,345,921 | $351.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +4.8% | 2,232,595 | $335.3M |
| Capital Research Global Investors | 0.05% | Add +52187.0% | 2,154,747 | $323.2M |
| Balyasny Asset Management L.P. | 0.65% | Add +9479.8% | 2,093,846 | $314.1M |
| Invesco Ltd. | 0.03% | Add +9.9% | 1,896,673 | $284.5M |
| Point72 Asset Management | 0.52% | Add +34.4% | 1,891,885 | $283.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +5.1% | 1,826,652 | $274.0M |
| Hotchkis & Wiley Capital Management LLC | 0.82% | Reduce -1.3% | 1,764,431 | $264.7M |
| Capital International Investors | 0.06% | Reduce -74.9% | 1,619,163 | $242.9M |
| Bank of America Corp. | 0.02% | Add +9.5% | 1,403,275 | $210.5M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -6.4% | 1,336,877 | $200.5M |
| Northern Trust Corp. | 0.03% | Reduce -1.4% | 1,313,957 | $197.1M |
| Holocene Advisors, LP | 0.42% | Reduce -0.1% | 1,155,738 | $173.4M |
| UBS Group AG | 0.03% | Add +4.0% | 1,145,340 | $171.8M |
| Marshall Wace, LLP | 0.18% | Add +358.5% | 1,104,981 | $165.7M |
| Bank of New York Mellon Corp | 0.03% | Add +4.0% | 1,042,651 | $156.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.4% | 1,014,188 | $153.1M |
| Deutsche Bank AG | 0.05% | Add +3.6% | 1,003,867 | $150.6M |
| Nordea Investment Management AB | 0.12% | Add +3.0% | 893,598 | $133.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -13.1% | 881,570 | $132.2M |
| Legal & General Group Plc | 0.03% | Add +7.8% | 843,715 | $126.6M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 789,693 | $118.5M |
| Pacer Advisors, Inc. | 0.32% | Reduce -0.6% | 746,742 | $112.0M |
| LSV Asset Management | 0.22% | Add +34.5% | 666,280 | $99.9M |
| Berkshire Hathaway | 0.04% | Reduce -95.1% | 632,890 | $94.9M |
| Ilex Capital Partners (UK) LLP | 2.33% | Reduce -6.7% | 630,689 | $94.6M |
| Empyrean Capital Partners, LP | 3.24% | Add +3.3% | 606,200 | $90.9M |
| Pzena Investment Management LLC | 0.29% | Add +1.0% | 595,795 | $89.4M |
| Janus Henderson Group PLC | 0.04% | Add +5.7% | 585,891 | $87.9M |
| Royal Bank of Canada | 0.02% | Reduce -17.7% | 539,057 | $80.9M |
| Citigroup Inc. | 0.05% | Add +71.8% | 502,632 | $75.4M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -61.4% | 490,146 | $73.5M |
| Massachusetts Financial Services Co. | 0.02% | Add +19.6% | 479,784 | $73.1M |
| Wells Fargo & Company | 0.01% | Add +16.7% | 482,167 | $72.3M |
| Swiss National Bank | 0.04% | Add +5.9% | 432,500 | $64.9M |
| Amundi | 0.02% | Add +15.1% | 412,470 | $61.9M |
| National Pension Service | 0.05% | Add +36.6% | 402,943 | $60.4M |
| Aviva PLC | 0.10% | Add +120.4% | 402,800 | $60.4M |
| FIL Ltd | 0.04% | Reduce -5.5% | 376,034 | $56.4M |
| Nuveen, LLC | 0.01% | Add +22.2% | 366,176 | $54.9M |
| American Century Companies Inc. | 0.03% | Add +86.4% | 362,731 | $54.4M |
| BNP Paribas Financial Markets | 0.03% | Add +29.7% | 339,369 | $50.9M |
| Barclays PLC | 0.02% | Add +5.8% | 336,651 | $50.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.9% | 326,038 | $48.9M |
| California Public Employees Retirement System | 0.03% | Reduce -7.9% | 323,015 | $48.5M |
| First Trust Advisors LP | 0.03% | Add +16.9% | 312,977 | $46.9M |
| Vanguard Global Advisers, LLC | 0.02% | — | 308,763 | $46.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.8% | 306,453 | $46.0M |
| Hook Mill Capital Partners, LP | 3.96% | Add +23.7% | 299,493 | $44.9M |
| Rhumbline Advisers | 0.04% | Add +3.7% | 296,699 | $44.5M |
| Thompson Siegel & Walmsley LLC | 0.78% | Reduce -19.2% | 293,235 | $44.0M |
| Raymond James Financial Inc. | 0.01% | Add +18.7% | 292,701 | $43.9M |
| HSBC Holdings PLC | 0.03% | Add +8.5% | 292,268 | $43.9M |
| AQR Capital Management | 0.02% | Add +60.9% | 277,633 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.5% | 271,380 | $40.7M |
| Cambiar Investors LLC | 1.87% | Add +8.8% | 268,528 | $40.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 266,214 | $39.9M |
| Fort Washington Investment Advisors Inc. | 0.22% | Add +3.8% | 260,122 | $39.0M |
| Gotham Asset Management | 0.12% | Add +19.1% | 258,758 | $38.8M |
| HighTower Advisors, LLC | 0.04% | Add +89.7% | 247,090 | $37.1M |
| Millennium Management | 0.03% | Add +160.2% | 243,490 | $36.5M |
| California State Teachers Retirement System | 0.04% | Reduce -2.4% | 241,545 | $36.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.6% | 201,481 | $30.2M |
| Stifel Financial Corp. | 0.03% | Add +9.7% | 197,194 | $29.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.18% | Reduce -15.8% | 193,786 | $29.1M |
| Old Republic International Corp. | 1.15% | No change | 193,500 | $29.0M |
| Contrarius Group Holdings Ltd | 1.61% | New | 189,372 | $28.4M |
| Vaughan David Investments LLC | 0.60% | Add +6.8% | 189,094 | $28.4M |
| Capital International, Inc. | 0.21% | Reduce -2.4% | 181,023 | $27.2M |
| Confluence Investment Management LLC | 0.40% | Add +57.9% | 171,647 | $25.7M |
| National Bank of Canada | 0.03% | Add +114.2% | 164,052 | $24.6M |
| Principal Financial Group Inc. | 0.01% | Add +5.3% | 163,829 | $24.6M |
| Edmond DE Rothschild Holding S.A. | 0.35% | Add +33.2% | 160,000 | $24.0M |
| Tidal Investments LLC | 0.07% | Add +13.1% | 156,589 | $23.5M |
| Victory Capital Management Inc. | 0.01% | Add +130.6% | 152,606 | $22.9M |
| Alliancebernstein L.P. | 0.01% | Add +2.5% | 165,733 | $22.9M |
| Mane Global Capital Management LP | 2.32% | Reduce -19.2% | 150,404 | $22.6M |
| South Dakota Investment Council | 0.42% | Reduce -0.1% | 147,538 | $22.1M |
| LPL Financial LLC | 0.01% | Reduce -7.2% | 145,348 | $21.8M |
| Landscape Capital Management, L.L.C. | 1.38% | Add +10.3% | 145,015 | $21.8M |
| Ceredex Value Advisors LLC | 0.68% | New | 143,550 | $21.5M |
| EP Wealth Advisors, LLC | 0.10% | Add +6.2% | 141,666 | $21.2M |
| CORDA Investment Management, LLC. | 1.45% | Add +12.6% | 140,050 | $21.0M |
| Framtiden Holdings Management Co LLC | 20.56% | Add +8.5% | 140,000 | $21.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.27% | New | 137,707 | $20.7M |
| Korea Investment CORP | 0.04% | Add +4.1% | 135,255 | $20.3M |
| Capital International Sarl | 0.33% | Add +9.2% | 135,235 | $20.3M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -10.7% | 134,506 | $20.2M |
| Susquehanna International Group, LLP | 0.03% | Reduce -60.0% | 130,897 | $19.6M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +3.9% | 130,008 | $19.5M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.0% | 128,840 | $19.3M |
| Lighthouse Investment Partners, LLC | 0.71% | Add +19.1% | 126,163 | $18.9M |
| Davidson Investment Advisors | 0.80% | Add +5.6% | 123,417 | $18.5M |
| AIA Group Ltd | 0.27% | Reduce -5.0% | 123,048 | $18.5M |
| Distillate Capital Partners LLC | 0.97% | Reduce -0.7% | 122,522 | $18.4M |
| Heritage Investors Management Corp. | 0.55% | Reduce -1.5% | 120,449 | $18.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +319.4% | 119,878 | $18.0M |
| SCS Capital Management LLC | 0.19% | New | 119,075 | $17.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +28.1% | 115,589 | $17.3M |
| Natixis Advisors, LLC | 0.02% | Add +20.0% | 114,912 | $17.2M |
| Assenagon Asset Management S.A. | 0.03% | Add +85.3% | 113,594 | $17.0M |
| Coerente Capital Management | 3.06% | Add +42.5% | 109,715 | $16.5M |
| Aberdeen Group plc | 0.03% | Add +3.1% | 107,287 | $16.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +5.5% | 105,194 | $15.8M |
| Danske Bank A/S | 0.04% | Add +31.8% | 105,011 | $15.8M |
| Walleye Capital LLC | 0.10% | Add +61.5% | 104,248 | $15.6M |
| Bank of Montreal | 0.01% | Reduce -12.2% | 102,209 | $15.3M |
| Applied Finance Capital Management, LLC | 1.11% | Add +2.6% | 98,960 | $14.8M |
| Oppenheimer Asset Management Inc. | 0.16% | Add +48.8% | 94,274 | $14.1M |
| Mediolanum International Funds Ltd | 0.14% | Reduce -4.2% | 90,450 | $13.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.8% | 89,593 | $13.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.8% | 87,915 | $13.2M |
| Jones Financial Companies LLLP | 0.01% | Add +175.1% | 85,692 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -3.1% | 85,111 | $12.9M |
| Franklin Resources Inc. | 0.00% | Add +238.6% | 85,668 | $12.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.3% | 85,482 | $12.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.7% | 85,300 | $12.8M |
| Creative Planning | 0.01% | Add +1.3% | 83,534 | $12.5M |
| Boothbay Fund Management, LLC | 0.30% | Add +37.1% | 83,366 | $12.5M |
| Public Employees Retirement System of Ohio | 0.04% | Add +92.8% | 82,448 | $12.4M |
| Swedbank AB | 0.01% | Add +29.6% | 81,709 | $12.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -51.0% | 81,316 | $12.2M |
| Man Group plc | 0.03% | Add +452.1% | 80,365 | $12.1M |
| Calamos Advisors LLC | 0.06% | No change | 79,068 | $11.9M |
| State of Wisconsin Investment Board | 0.03% | Add +2.5% | 78,820 | $11.8M |
| Asset Management One Co., Ltd. | 0.03% | Add +20.2% | 77,703 | $11.7M |
| Bank of Nova Scotia | 0.02% | Add +62.5% | 76,656 | $11.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.7% | 75,915 | $11.4M |
| Prudential PLC | 0.08% | Add +6.5% | 73,302 | $11.0M |
| APG Asset Management N.V. | 0.03% | Reduce -2.7% | 81,594 | $10.6M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.2% | 70,523 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +10.2% | 70,364 | $10.6M |
| Prudential Financial Inc. | 0.01% | Reduce -1.9% | 69,955 | $10.5M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 69,111 | $10.4M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -1.0% | 68,754 | $10.3M |
| Stephens Inc. | 0.13% | Add +4.4% | 66,510 | $10.1M |
| Stock Yards Bank & Trust Co. | 0.31% | Reduce -7.3% | 66,914 | $10.0M |
| Altrinsic Global Advisors LLC | 0.35% | Reduce -5.2% | 65,243 | $9.8M |
| ASR Vermogensbeheer N.V. | 0.11% | Reduce -18.9% | 64,191 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.3% | 64,025 | $9.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -1.2% | 63,288 | $9.5M |
| Tabor Asset Management, LP | 3.81% | New | 63,229 | $9.5M |
| Toronto Dominion Bank | 0.02% | Add +29.8% | 62,805 | $9.4M |
| TD Asset Management Inc | 0.01% | Add +9.8% | 62,577 | $9.4M |
| Mn Services Vermogensbeheer B.V. | 0.06% | No change | 62,358 | $9.4M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 60,904 | $9.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.2% | 60,828 | $9.1M |
| ICICI Prudential Asset Management Co Ltd | 1.09% | No change | 60,700 | $9.1M |
| Group One Trading LLC | 0.30% | Reduce -5.6% | 59,781 | $9.0M |
| Washington Trust Bank | 0.65% | Add +2.5% | 58,991 | $8.8M |
| Madison Asset Management, LLC | 0.11% | No change | 58,900 | $8.8M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.8% | 58,710 | $8.8M |
| Stonebridge Capital Advisors LLC | 0.61% | Add +0.2% | 58,478 | $8.8M |
| Verition Fund Management LLC | 0.09% | Add +2.0% | 58,291 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +10.6% | 57,246 | $8.6M |
| Compass Wealth Management LLC | 2.08% | Add +4.3% | 56,003 | $8.4M |
| Leeward Investments, LLC - MA | 0.41% | Add +81.0% | 55,618 | $8.3M |
| Morningstar Investment Management LLC | 0.51% | Reduce -4.7% | 54,523 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.4% | 52,929 | $7.9M |
| Hudson Edge Investment Partners Inc. | 1.10% | Add +4.7% | 50,323 | $7.5M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 50,105 | $7.5M |
| Guggenheim Capital LLC | 0.06% | Add +2.6% | 49,789 | $7.5M |
| Caisse de depot et placement du Quebec | 0.01% | New | 49,718 | $7.5M |
| Atom Investors LP | 0.52% | Add +35.3% | 48,750 | $7.3M |
| Whittier Trust Co. | 0.08% | Reduce -0.5% | 46,903 | $7.3M |
| Rings Capital Management LLC | 3.87% | Add +700.0% | 48,000 | $7.2M |
| Fluent Financial, LLC | 2.57% | New | 42,716 | $7.0M |
| Canada Post Corp Registered Pension Plan | 0.28% | No change | 46,696 | $7.0M |
| Cinctive Capital Management LP | 0.46% | New | 46,618 | $7.0M |
| Matrix Asset Advisors Inc. | 0.64% | Add +1.9% | 46,280 | $6.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -2.5% | 46,219 | $6.9M |
| Quantinno Capital Management LP | 0.01% | Add +16.1% | 45,695 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +1.8% | 45,388 | $6.8M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 44,481 | $6.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Reduce -66.0% | 44,013 | $6.6M |
| DNB Asset Management AS | 0.02% | Reduce -30.1% | 43,087 | $6.5M |
| Tredje AP-fonden | 0.03% | Reduce -77.1% | 41,876 | $6.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -5.0% | 40,286 | $6.0M |
| Arizona State Retirement System | 0.04% | Reduce -1.9% | 40,054 | $6.0M |
| Savoir Faire Capital Management, L.P. | 3.60% | New | 39,774 | $6.0M |
| CIBC Bancorp USA Inc. | 0.01% | — | 38,863 | $5.8M |
| Czech National Bank | 0.04% | Add +2.9% | 38,249 | $5.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +15.1% | 38,035 | $5.7M |
| Canandaigua National Corp. | 0.51% | — | 37,677 | $5.7M |
| Taproot Management LP | 1.06% | Reduce -21.4% | 37,544 | $5.6M |
| US Bancorp \de | 0.01% | Reduce -5.5% | 37,399 | $5.6M |
| Simplex Trading, LLC | 0.17% | Add +749.5% | 37,176 | $5.6M |
| Altrius Capital Management Inc | 1.11% | Add +1.2% | 37,042 | $5.6M |
| State of Michigan Retirement System | 0.03% | Reduce -0.5% | 36,658 | $5.5M |
| USS Investment Management Ltd | 0.02% | Add +5.5% | 36,635 | $5.5M |
| Fifth Third Bancorp | 0.01% | Add +251.6% | 35,503 | $5.3M |
| CIBC Asset Management Inc | 0.01% | Add +1.2% | 34,735 | $5.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | Add +62.0% | 34,514 | $5.2M |
| Ofi Invest Asset Management | 0.07% | Add +4.3% | 39,045 | $5.1M |
| WINTON GROUP Ltd | 0.18% | New | 33,857 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | Add +0.8% | 33,728 | $5.1M |
| Ethic Inc. | 0.08% | Add +0.2% | 33,616 | $5.0M |
| Gibraltar Capital Management, Inc. | 0.87% | Reduce -6.8% | 33,564 | $5.0M |
| Alpine Woods Capital Investors, LLC | 1.19% | Add +14.9% | 33,033 | $5.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.9% | 32,840 | $4.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.2% | 32,715 | $4.9M |
| Eurizon Capital SGR S.p.A. | 0.02% | Add +9.8% | 32,441 | $4.9M |
| Leonteq Securities AG | 0.29% | Reduce -15.9% | 32,137 | $4.8M |
| Empowered Funds, LLC | 0.03% | Add +434.0% | 31,853 | $4.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +63.5% | 30,649 | $4.6M |
| Glenview Trust Co | 0.07% | Reduce -8.8% | 30,622 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +3.8% | 30,554 | $4.6M |
| Olstein Capital Management, L.P. | 1.00% | Reduce -15.3% | 30,500 | $4.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -35.6% | 30,477 | $4.6M |
| Poehling Capital Management, INC. | 0.96% | Add +0.6% | 30,453 | $4.6M |
| IFM Investors Pty Ltd | 0.04% | Reduce -3.8% | 30,094 | $4.5M |
| Capitolis Liquid Global Markets LLC | 0.03% | — | 30,000 | $4.5M |
| Sei Investments Co. | 0.00% | Reduce -40.1% | 29,973 | $4.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.6% | 29,825 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +12.1% | 29,796 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -30.1% | 29,281 | $4.4M |
| Eagle Rock Investment Company, LLC | 0.64% | Add +12.4% | 29,271 | $4.4M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -21.0% | 28,702 | $4.3M |
| iA Global Asset Management Inc. | 0.06% | Add +12.1% | 28,291 | $4.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 27,800 | $4.2M |
| Voya Investment Management LLC | 0.01% | Reduce -0.5% | 27,844 | $4.2M |
| ExodusPoint Capital Management, LP | 0.04% | New | 27,620 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +23.6% | 27,584 | $4.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -62.8% | 27,578 | $4.1M |
| NS Partners Ltd | 0.18% | Reduce -2.2% | 27,023 | $4.1M |
| CastleKnight Management LP | 0.19% | Add +187.1% | 26,700 | $4.0M |
| Quantitative Investment Management, LLC | 0.41% | New | 26,452 | $4.0M |
| Natixis | 0.02% | Reduce -22.9% | 26,406 | $4.0M |
| Level Four Advisory Services, LLC | 0.13% | Add +40.9% | 26,286 | $3.9M |
| Cohen Capital Management, Inc. | 0.61% | Reduce -8.4% | 26,244 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.5% | 26,192 | $3.9M |
| Snowden Capital Advisors LLC | 0.10% | Add +25.2% | 26,191 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -2.1% | 25,664 | $3.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -80.2% | 25,267 | $3.8M |
| Patten & Patten Inc. | 0.23% | Add +0.8% | 25,205 | $3.8M |
| Great Lakes Advisors, LLC | 0.03% | Add +6.6% | 25,150 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.3% | 24,865 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -11.7% | 24,785 | $3.7M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.1% | 24,676 | $3.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.2% | 24,598 | $3.7M |
| Brookstone Capital Management | 0.04% | Add +5.5% | 24,510 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +2.6% | 24,345 | $3.7M |
| Timber Creek Capital Management LLC | 0.88% | Add +0.0% | 24,312 | $3.6M |
| Corient Private Wealth LP | 0.01% | Reduce -12.0% | 24,435 | $3.6M |
| Cwm, LLC | 0.01% | Add +24.9% | 23,289 | $3.5M |
| KBC Group NV | 0.01% | Add +0.5% | 23,257 | $3.5M |
| Manning & Napier Advisors LLC | 0.05% | Add +7.7% | 23,103 | $3.5M |
| Bridgefront Capital, LLC | 0.87% | Reduce -30.9% | 23,203 | $3.5M |
| Utah Retirement Systems | 0.04% | Reduce -2.8% | 23,091 | $3.5M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -40.4% | 22,942 | $3.4M |
| Storebrand Asset Management As | 0.01% | Add +6.0% | 22,934 | $3.4M |
| Xponance LLC | 0.02% | Add +16.0% | 22,912 | $3.4M |
| PEAK6 LLC | 0.10% | Add +7.0% | 22,024 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -18.3% | 22,017 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 21,896 | $3.3M |
| Rakuten Investment Management, Inc. | 0.01% | Add +12.1% | 21,596 | $3.3M |
| Public Sector Pension Investment Board | 0.01% | Add +22.5% | 21,705 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -2.5% | 21,513 | $3.2M |
| Fisher Funds Management LTD | 0.09% | No change | 21,311 | $3.2M |
| ProShare Advisors LLC | 0.00% | Reduce -24.2% | 20,941 | $3.1M |
| NorthCoast Asset Management LLC | 0.07% | Add +12.7% | 20,641 | $3.1M |
| Gabelli Funds LLC | 0.02% | No change | 20,500 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 20,427 | $3.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -22.9% | 20,314 | $3.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 20,299 | $3.0M |
| NEOS Investment Management LLC | 0.02% | Add +21.6% | 20,198 | $3.0M |
| Parsons Capital Management Inc. | 0.14% | Reduce -0.3% | 20,154 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 20,126 | $3.0M |
| Groupama Asset Managment | 0.04% | Add +25.4% | 19,815 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.3% | 19,776 | $3.0M |
| Narwhal Capital Management | 0.22% | Add +239.5% | 19,764 | $3.0M |
| IMC-Chicago, LLC | 0.04% | Reduce -84.2% | 19,757 | $3.0M |
| New York Life Investment Management LLC | 0.02% | Add +0.9% | 19,547 | $2.9M |
| Morton Community Bank | 0.63% | Add +6.3% | 19,332 | $2.9M |
| Hudson Bay Capital Management LP | 0.02% | Add +172.6% | 19,265 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.6% | 19,247 | $2.9M |
| Summit Trail Advisors, LLC | 0.04% | Add +94.2% | 19,193 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +12.1% | 19,127 | $2.9M |
| Lido Advisors, LLC | 0.01% | Reduce -1.1% | 18,969 | $2.8M |
| Sirios Capital Management L P | 0.34% | New | 18,828 | $2.8M |
| Hillman Capital Management, Inc. | 1.96% | Add +4.3% | 18,795 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +33.1% | 18,748 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.0% | 18,475 | $2.8M |
| ING Groep NV | 0.02% | New | 18,126 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +7.7% | 17,439 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -16.8% | 17,377 | $2.6M |
| Qsemble Capital Management, LP | 0.20% | New | 17,330 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Add +5.7% | 16,973 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +452.8% | 16,949 | $2.5M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -8.1% | 16,935 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +42.4% | 16,335 | $2.5M |
| Huntington National Bank | 0.02% | Reduce -1.9% | 16,284 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -37.3% | 16,132 | $2.4M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -5.9% | 16,178 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.3% | 16,159 | $2.4M |
| Credit Agricole S A | 0.01% | Reduce -13.1% | 15,934 | $2.4M |
| Peddock Capital Advisors, LLC | 0.53% | Reduce -0.5% | 15,933 | $2.4M |
| Shelton Capital Management | 0.05% | Reduce -0.7% | 15,846 | $2.4M |
| Gibbs Wealth Management | 0.31% | Add +183.9% | 15,793 | $2.4M |
| Allstate Corp. | 0.03% | Add +44.9% | 15,746 | $2.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -1.0% | 15,670 | $2.4M |
| Entropy Technologies, LP | 0.11% | Add +43.0% | 15,661 | $2.3M |
| Capricorn Fund Managers Ltd | 0.36% | New | 15,500 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +0.6% | 15,301 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -28.1% | 15,286 | $2.3M |
| Ar Asset Management Inc. | 0.45% | No change | 15,200 | $2.3M |
| OP Asset Management Ltd | 0.02% | Reduce -4.5% | 15,141 | $2.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.3% | 14,943 | $2.2M |
| Investment Management Corp of Ontario | 0.03% | Add +3.5% | 14,922 | $2.2M |
| Capital Group Investment Management Pte. LTD. | 0.38% | Add +10.8% | 14,915 | $2.2M |
| Blair William & Co. | 0.01% | Add +33.0% | 14,856 | $2.2M |
| Abn Amro Investment Solutions | 0.03% | Add +25.1% | 14,638 | $2.2M |
| Marex Group Ltd | 0.02% | Reduce -34.1% | 14,459 | $2.2M |
| Acumen Wealth Advisors, LLC | 0.57% | Reduce -32.3% | 14,226 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.4% | 13,901 | $2.1M |
| Fulton Bank, N.A. | 0.07% | Add +5.1% | 13,830 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +19.8% | 13,684 | $2.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.7% | 13,606 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +7.9% | 13,478 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | Add +470.2% | 13,166 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.8% | 13,133 | $2.0M |
| GHP Investment Advisors, Inc. | 0.08% | Reduce -0.3% | 13,087 | $2.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,977 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -44.6% | 12,888 | $1.9M |
| Roffman Miller Associates Inc. | 0.11% | Reduce -12.5% | 12,882 | $1.9M |
| SouthState Bank Corp | 0.09% | Reduce -5.3% | 12,848 | $1.9M |
| Burney Co./ | 0.06% | Reduce -2.2% | 12,802 | $1.9M |
| Commerce Bank | 0.01% | Add +11.7% | 12,800 | $1.9M |
| Portside Wealth Group, LLC | 0.26% | Add +35.6% | 12,674 | $1.9M |
| RNC Capital Management LLC | 0.08% | Add +81.2% | 12,626 | $1.9M |
| Addison Capital Co | 0.33% | Reduce -3.7% | 12,533 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.22% | Add +12.1% | 12,411 | $1.9M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -88.4% | 12,291 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +11.6% | 12,054 | $1.8M |
| Vista Investment Management | 0.60% | Add +4.5% | 11,897 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.1% | 11,876 | $1.8M |
| Parallax Volatility Advisers, L.P. | 0.10% | Add +5.0% | 11,255 | $1.8M |
| Brevan Howard Capital Management LP | 0.02% | New | 11,525 | $1.7M |
| Bridgewater Associates | 0.01% | Reduce -14.5% | 11,523 | $1.7M |
| Ally Financial Inc. | 0.21% | No change | 11,500 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -24.3% | 11,395 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 11,377 | $1.7M |
| Jacobi Capital Management LLC | 0.10% | Add +2.0% | 11,359 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +133.1% | 10,957 | $1.6M |
| Oddo BHF Asset Management Sas | 0.06% | Add +3.3% | 10,908 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 10,795 | $1.6M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -34.6% | 10,793 | $1.6M |
| &partners | 0.01% | Add +0.8% | 10,451 | $1.6M |
| Macquarie Group Ltd. | 0.01% | Reduce -11.6% | 10,399 | $1.6M |
| Shelter Mutual Insurance Co | 0.34% | No change | 10,300 | $1.5M |
| Private Trust Co. NA | 0.14% | Reduce -4.3% | 10,282 | $1.5M |
| Horizon Investments, LLC | 0.02% | Add +9.2% | 10,264 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +122.4% | 9,945 | $1.5M |
| Benedict Financial Advisors Inc. | 0.30% | Add +9.7% | 9,767 | $1.5M |
| Farringdon Capital, Ltd. | 0.32% | Add +539.7% | 9,717 | $1.5M |
| Easterly Investment Partners LLC | 0.11% | No change | 9,647 | $1.5M |
| Candriam S.C.A. | 0.01% | Add +529.1% | 9,656 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Add +11.5% | 9,600 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +117.1% | 9,541 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -76.0% | 9,370 | $1.4M |
| Valicenti Advisory Services Inc. | 0.31% | Add +4.5% | 9,345 | $1.4M |
| Havemeyer Place LP | 0.16% | Add +93.7% | 9,339 | $1.4M |
| Two Sigma Securities, LLC | 0.16% | New | 9,249 | $1.4M |
| Fragasso Financial Advisors Inc | 0.08% | Add +10.9% | 8,904 | $1.4M |
| Douglas Lane & Associates, LLC | 0.02% | Reduce -10.5% | 9,211 | $1.4M |
| Vickerman Investment Advisors, Inc. | 0.29% | Reduce -3.4% | 9,193 | $1.4M |
| Plimoth Trust Co. LLC | 0.31% | Reduce -19.8% | 9,185 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.6% | 9,179 | $1.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.08% | New | 9,120 | $1.4M |
| Fayez Sarofim & Co | 0.00% | No change | 9,100 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.22% | Add +294.2% | 9,028 | $1.4M |
| Plato Investment Management Ltd | 0.09% | Reduce -9.2% | 9,000 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +42.8% | 8,992 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | Reduce -3.5% | 8,961 | $1.3M |
| Fideuram Asset Management (Ireland) dac | 0.17% | Add +22462.2% | 8,348 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +58.4% | 8,824 | $1.3M |
| Concentric Capital Strategies, LP | 0.11% | New | 8,788 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -2.2% | 8,618 | $1.3M |
| Whelan Financial | 0.40% | Add +6.8% | 8,590 | $1.3M |
| Stablepoint Partners, LLC | 0.19% | Add +17.0% | 8,495 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | Reduce -17.3% | 8,490 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +6.8% | 8,465 | $1.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -28.8% | 8,405 | $1.3M |
| Ables, Iannone, Moore & Associates, Inc. | 0.75% | Reduce -30.7% | 8,353 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -18.3% | 8,337 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.4% | 8,186 | $1.2M |
| Platform Technology Partners | 0.23% | Add +23.1% | 8,053 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.2% | 8,045 | $1.2M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.62% | New | 8,000 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -38.6% | 7,900 | $1.2M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -3.0% | 7,911 | $1.2M |
| Norinchukin Bank, The | 0.01% | Reduce -0.3% | 7,805 | $1.2M |
| Summit Financial, LLC | 0.01% | Add +49.1% | 7,743 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +7.1% | 7,681 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -23.2% | 7,634 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -41.6% | 7,607 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +55.4% | 7,596 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.28% | Add +6.7% | 7,587 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +27.9% | 7,539 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +14.1% | 7,538 | $1.1M |
| Western Wealth Management, LLC | 0.04% | New | 7,519 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 7,517 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -75.7% | 7,440 | $1.1M |
| TBH Global Asset Management, LLC | 0.22% | Reduce -1.6% | 7,402 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +8.8% | 7,391 | $1.1M |
| Gateway Investment Advisers LLC | 0.01% | Add +42.0% | 7,394 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.3% | 7,337 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Reduce -27.8% | 7,320 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 7,207 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | No change | 7,200 | $1.1M |
| denkapparat Operations GmbH | 0.45% | Add +48.1% | 7,196 | $1.1M |
| Capital International Ltd. | 0.04% | Add +6.9% | 7,137 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | New | 7,502 | $1.1M |
| Banque Pictet & Cie SA | 0.01% | No change | 7,060 | $1.1M |
| Tectonic Advisors LLC | 0.05% | Reduce -0.5% | 6,929 | $1.0M |
| Lee Danner & Bass Inc. | 0.07% | Reduce -4.7% | 6,916 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -45.9% | 6,906 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.5% | 6,896 | $1.0M |
| Longfellow Investment Management Co. LLC | 0.21% | No change | 6,869 | $1.0M |
| Granite Group Advisors, LLC | 0.62% | Add +1.7% | 6,658 | $1.0M |
| Centiva Capital, LP | 0.05% | New | 6,755 | $1.0M |
| Norden Group LLC | 0.10% | Add +54.2% | 6,648 | $997K |
| LMR Partners LLP | 0.01% | Reduce -60.2% | 6,641 | $996K |
| HCR Wealth Advisors | 0.10% | Add +8.0% | 6,635 | $995K |
| Novem Group | 0.11% | Add +48.4% | 6,597 | $989K |
| New Mexico Educational Retirement Board | 0.03% | No change | 6,521 | $978K |
| Argent Trust Co | 0.03% | Add +16.4% | 6,516 | $977K |
| Cross Staff Investments Inc | 0.49% | No change | 6,459 | $969K |
| Kentucky Retirement Systems | 0.07% | Add +51.6% | 13,756 | $968K |
| Brooklyn Investment Group | 0.03% | Add +12.6% | 6,426 | $964K |
| Portfolio Design Labs, LLC | 0.17% | Reduce -3.4% | 6,399 | $960K |
| DAVENPORT & Co LLC | 0.01% | Reduce -23.2% | 6,324 | $949K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -31.2% | 6,303 | $945K |
| Quadrant Capital Group LLC | 0.03% | Reduce -25.4% | 6,293 | $944K |
| Anb Bank | 0.38% | Reduce -0.3% | 6,269 | $940K |
| Parvin Asset Management, LLC | 0.68% | Add +0.1% | 6,149 | $922K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Reduce -1.9% | 6,118 | $918K |
| Sage Investment Counsel LLC | 1.02% | Add +6.1% | 6,106 | $916K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.5% | 6,097 | $915K |
| Black Cypress Capital Management, LLC | 0.65% | No change | 6,076 | $911K |
| Oak Asset Management, LLC | 0.31% | Reduce -8.8% | 6,060 | $909K |
| Merit Financial Group, LLC | 0.01% | Add +12.4% | 6,036 | $905K |
| Penobscot Investment Management Company, Inc. | 0.07% | No change | 6,000 | $900K |
| Blue Sparrow, LLC | 0.02% | New | 6,000 | $900K |
| Diversify Wealth Management, LLC | 0.02% | Add +89.3% | 5,938 | $893K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.8% | 5,927 | $889K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +35.1% | 5,825 | $874K |
| Schroder Investment Management Group | 0.00% | Reduce -2.9% | 5,816 | $872K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.7% | 5,796 | $869K |
| Cim Investment Management Inc. | 0.23% | Reduce -0.4% | 5,788 | $868K |
| Ascent Group, LLC | 0.03% | Reduce -0.4% | 5,784 | $868K |
| MUFG Securities EMEA plc | 0.01% | Reduce -89.8% | 5,779 | $867K |
| Ossiam | 0.02% | Reduce -15.8% | 5,768 | $865K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +4.6% | 5,720 | $858K |
| WealthPLAN Partners, LLC | 0.16% | Reduce -28.6% | 5,590 | $838K |
| Financial Solutions Advisory Group, Inc. | 0.11% | — | 5,498 | $825K |
| Aberdeen Wealth Management LLC | 0.37% | Reduce -0.6% | 5,480 | $822K |
| Pflug Koory, LLC | 0.38% | Add +2.6% | 5,468 | $820K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.2% | 5,464 | $820K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -15.9% | 5,419 | $813K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -51.8% | 5,381 | $807K |
| Generali Asset Management SPA SGR | 0.02% | Add +6.7% | 5,359 | $804K |
| Saxon Interests, Inc. | 0.28% | New | 5,351 | $803K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.6% | 5,316 | $797K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 5,304 | $796K |
| Shelter Ins Retirement Plan | 0.89% | No change | 5,300 | $795K |
| Toth Financial Advisory Corp. | 0.09% | Reduce -0.6% | 5,295 | $794K |
| Knollwood Investment Advisory, LLC | 0.08% | No change | 5,259 | $789K |
| Gen-Wealth Partners Inc | 0.24% | Add +29.2% | 5,164 | $775K |
| Virtu Financial LLC | 0.03% | Reduce -67.5% | 5,111 | $767K |
| Sterling Capital Management LLC | 0.01% | Reduce -40.9% | 5,085 | $763K |
| McMillan Office, Inc. | 0.10% | No change | 5,075 | $761K |
| Guidance Capital, Inc. | 0.17% | Add +19.0% | 5,062 | $758K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -77.2% | 5,040 | $756K |
| Moody National Bank Trust Division | 0.07% | Add +1.8% | 5,004 | $751K |
| Kendall Capital Management | 0.15% | Add +38.5% | 4,993 | $749K |
| IFP Advisors, Inc | 0.02% | Reduce -15.0% | 4,981 | $747K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -5.6% | 4,921 | $738K |
| one8zero8, LLC | 0.16% | No change | 4,867 | $730K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.2% | 4,797 | $719K |
| Howe & Rusling Inc. | 0.05% | Reduce -16.8% | 4,764 | $715K |
| Moors & Cabot, Inc. | 0.03% | Reduce -8.8% | 4,744 | $712K |
| Mariner, LLC | 0.00% | Reduce -60.9% | 4,740 | $711K |
| Sompo Asset Management Co., Ltd. | 0.13% | Add +216.0% | 4,740 | $711K |
| Vident Advisory, LLC | 0.01% | Add +61.7% | 4,734 | $710K |
| IRON Financial LLC | 0.31% | Add +125.4% | 4,711 | $707K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 4,673 | $701K |
| Glenmede Trust Co. NA | 0.00% | Add +5.7% | 4,529 | $679K |
| Invera Wealth Advisors, LLC | 0.43% | Add +0.3% | 4,517 | $678K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.2% | 4,494 | $674K |
| Aigen Investment Management, LP | 0.17% | New | 4,456 | $668K |
| Cooper Financial Group | 0.07% | Add +3.1% | 4,439 | $666K |
| FLC Capital Advisors | 0.12% | Reduce -6.3% | 4,437 | $666K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -30.9% | 4,436 | $665K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -33.1% | 4,406 | $661K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,392 | $659K |
| Malaga Cove Capital, LLC | 0.24% | Reduce -15.3% | 4,375 | $656K |
| Gallacher Capital Management LLC | 0.25% | New | 4,374 | $656K |
| Linden Thomas Advisory Services, LLC | 0.06% | Reduce -33.3% | 4,363 | $654K |
| Garner Asset Management Corp | 0.26% | Reduce -9.3% | 4,288 | $652K |
| Kovack Advisors, Inc. | 0.03% | Reduce -10.8% | 4,270 | $644K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 4,277 | $642K |
| XML Financial, LLC | 0.05% | Add +5.6% | 4,224 | $634K |
| Larson Financial Group LLC | 0.02% | Add +16.0% | 4,189 | $628K |
| VARCOV Co. | 0.23% | New | 4,107 | $616K |
| North Dakota State Investment Board | 0.03% | Reduce -17.2% | 4,106 | $616K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 4,083 | $612K |
| Keynote Financial Services LLC | 0.33% | No change | 4,070 | $611K |
| Metis Global Partners, LLC | 0.01% | Reduce -10.9% | 4,070 | $611K |
| Fortress Private Ledger, LLC | 0.19% | Reduce -17.6% | 4,064 | $610K |
| Citizens National Bank Trust Department | 0.10% | Reduce -16.4% | 4,053 | $608K |
| Mutual Advisors, LLC | 0.01% | Add +7.7% | 4,047 | $607K |
| Retirement Planning Co of New England, Inc. | 0.25% | Add +6.6% | 4,033 | $605K |
| Prospera Financial Services Inc | 0.01% | Add +2.5% | 4,029 | $605K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.3% | 4,027 | $604K |
| Allworth Financial LP | 0.00% | Reduce -37.0% | 4,025 | $604K |
| Choate Investment Advisors | 0.01% | Reduce -4.3% | 4,004 | $601K |
| Siemens Fonds Invest GmbH | 0.03% | No change | 3,916 | $587K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -8.5% | 3,899 | $585K |
| Vise Technologies, Inc. | 0.01% | No change | 4,231 | $584K |
| Mufg Securities Americas Inc. | 0.04% | Add +2.3% | 3,886 | $583K |
| GAMMA Investing LLC | 0.03% | Add +56.1% | 3,858 | $579K |
| Securian Asset Management, Inc. | 0.02% | No change | 3,806 | $571K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 3,803 | $570K |
| Unique Wealth Strategies, LLC | 0.23% | Add +23.6% | 3,781 | $567K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -5.8% | 3,779 | $567K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +6.3% | 3,759 | $564K |
| Grove Bank & Trust | 0.06% | Add +17.9% | 3,743 | $561K |
| MMBG Investment Advisors Co. | 0.05% | No change | 3,740 | $561K |
| Callan Family Office, LLC | 0.01% | Reduce -16.8% | 3,709 | $556K |
| Belpointe Asset Management LLC | 0.02% | Reduce -11.3% | 3,705 | $556K |
| Palisade Capital Management, LP | 0.02% | Reduce -10.8% | 3,700 | $555K |
| Southeastern Asset Management Inc. | 0.03% | No change | 3,661 | $549K |
| Tompkins Financial Corp. | 0.04% | No change | 3,650 | $548K |
| Woodline Partners LP | 0.00% | New | 3,640 | $546K |
| Ballentine Partners, LLC | 0.01% | Add +1.2% | 3,625 | $544K |
| TLWM | 0.10% | Add +3.0% | 3,612 | $542K |
| Jump Financial, LLC | 0.01% | Add +8.1% | 3,591 | $539K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.4% | 3,567 | $535K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -46.3% | 3,564 | $535K |
| Miller Investment Management, LP | 0.05% | No change | 3,550 | $533K |
| Alpha Family Trust | 0.26% | No change | 3,520 | $528K |
| HUB Investment Partners, LLC | 0.01% | Reduce -57.8% | 3,514 | $527K |
| LVM Capital Management Ltd. | 0.05% | New | 3,510 | $527K |
| Chiron Capital Management, LLC | 0.54% | — | 3,501 | $525K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.3% | 3,478 | $522K |
| Lazard Asset Management LLC | 0.00% | New | 3,451 | $518K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +17.9% | 3,443 | $516K |
| STRS Ohio | 0.00% | Reduce -0.1% | 3,398 | $510K |
| CENTRAL TRUST Co | 0.01% | Reduce -12.6% | 3,391 | $509K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 3,329 | $499K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.9% | 3,319 | $498K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -5.7% | 3,306 | $496K |
| Radnor Capital Management, LLC | 0.07% | Reduce -0.2% | 3,304 | $496K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -27.2% | 3,298 | $495K |
| iSAM Funds (UK) Ltd | 0.24% | New | 3,297 | $495K |
| Composition Wealth, LLC | 0.01% | Reduce -10.3% | 3,271 | $491K |
| Neumann Capital Management, LLC | 0.14% | Reduce -4.4% | 3,266 | $490K |
| Cresta Advisors, Ltd. | 0.20% | Add +116.7% | 3,250 | $488K |
| CMH Wealth Management LLC | 0.08% | New | 3,250 | $488K |
| Jackson Creek Investment Advisors LLC | 0.14% | New | 3,183 | $477K |
| Duncan Williams Asset Management, LLC | 0.13% | New | 3,166 | $475K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 3,161 | $474K |
| Greenleaf Trust | 0.00% | Reduce -6.3% | 3,123 | $468K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 3,121 | $468K |
| MidFirst Bank | 0.04% | Reduce -41.2% | 3,111 | $467K |
| Empirical Finance, LLC | 0.02% | Add +1.3% | 3,079 | $462K |
| GAMCO Investors | 0.00% | Add +0.1% | 3,054 | $458K |
| Choreo, LLC | 0.01% | Reduce -2.5% | 3,038 | $456K |
| Nautilus Advisors LLC | 0.31% | Reduce -0.2% | 3,022 | $453K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 3,016 | $452K |
| Jeppson Wealth Management, LLC | 0.14% | Add +5.3% | 3,008 | $451K |
| Essex Financial Services, Inc. | 0.03% | Add +1.4% | 3,001 | $450K |
| Alpine Fox Capital LLC | 0.42% | Reduce -97.0% | 3,000 | $450K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.7% | 2,997 | $450K |
| Zions Bancorporation, National Association | 0.03% | Add +37.0% | 2,991 | $449K |
| PFG Investments, LLC | 0.02% | Add +6.1% | 2,976 | $446K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +36.5% | 2,949 | $442K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +5.8% | 2,917 | $438K |
| World Investment Advisors | 0.01% | Add +95.6% | 2,914 | $437K |
| Vestcor Inc | 0.01% | No change | 2,829 | $424K |
| Permanent Capital Management, LP | 0.07% | New | 2,690 | $424K |
| Sfmg, LLC | 0.03% | Reduce -17.6% | 2,808 | $421K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +353.3% | 2,774 | $416K |
| Independent Advisor Alliance | 0.00% | Add +77.3% | 2,752 | $413K |
| 1620 Investment Advisors, Inc. | 0.28% | Add +4.0% | 2,721 | $408K |
| Legacy Private Trust Co. | 0.02% | Reduce -27.2% | 2,689 | $403K |
| Anchor Investment Management, LLC | 0.03% | No change | 2,670 | $401K |
| Banque Cantonale Vaudoise | 0.01% | Add +3.6% | 2,643 | $397K |
| Tema ETFs LLC | 0.03% | Add +0.3% | 2,641 | $396K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.9% | 2,614 | $395K |
| Buttonwood Financial Advisors Inc. | 0.13% | Reduce -11.1% | 2,633 | $395K |
| Hantz Financial Services, Inc. | 0.01% | Add +14.0% | 2,608 | $391K |
| Townsquare Capital LLC | 0.09% | Add +45.8% | 2,600 | $390K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +19.3% | 2,600 | $390K |
| Wellington Grp LLC | 0.12% | Add +62.1% | 2,586 | $388K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.9% | 2,556 | $383K |
| Wallace Advisory Group, LLC | 0.41% | Add +31.6% | 2,550 | $383K |
| Prentice Wealth Management LLC | 0.09% | Reduce -3.9% | 2,549 | $382K |
| Mather Group, Llc. | 0.00% | New | 2,541 | $381K |
| Canandaigua National Trust Co of Florida | 0.30% | Reduce -18.2% | 2,528 | $379K |
| Laraway Financial Advisors Inc | 0.27% | Reduce -3.8% | 2,525 | $379K |
| Cooper/Haims Advisors, LLC | 0.18% | Reduce -24.4% | 2,521 | $378K |
| Meiji Yasuda Life Insurance Co | 0.01% | No change | 2,509 | $376K |
| Haverford Trust Co | 0.00% | Reduce -0.4% | 2,496 | $374K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -28.8% | 2,461 | $369K |
| TCW Group Inc. | 0.00% | Add +2.3% | 2,448 | $367K |
| LVW Advisors, LLC | 0.04% | Add +4.9% | 2,426 | $364K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.8% | 2,410 | $361K |
| Arnhold LLC | 0.03% | No change | 2,400 | $360K |
| Mirabaud & Cie SA | 0.15% | New | 2,390 | $359K |
| Federated Hermes, Inc. | 0.00% | Reduce -56.3% | 2,380 | $357K |
| Maverick Capital | 0.00% | New | 2,373 | $356K |
| IHT Wealth Management, LLC | 0.01% | Add +5.2% | 2,371 | $356K |
| Harbour Investments, Inc. | 0.01% | Add +59.1% | 2,370 | $356K |
| V-Square Quantitative Management LLC | 0.04% | Add +10.7% | 2,369 | $355K |
| Athena Investment Management | 0.18% | No change | 2,358 | $354K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,347 | $352K |
| AE Wealth Management LLC | 0.00% | Add +35.4% | 2,340 | $351K |
| Keybank National Association | 0.00% | Add +4.0% | 2,338 | $351K |
| GFS Advisors, LLC | 0.02% | Reduce -28.6% | 2,328 | $349K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -12.5% | 2,326 | $349K |
| Montag A & Associates Inc. | 0.02% | Add +14.3% | 2,301 | $345K |
| Eads & Heald Wealth Management | 0.17% | Add +39.0% | 2,301 | $345K |
| Culbertson A N & Co. Inc. | 0.04% | Add +0.9% | 2,288 | $343K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,282 | $342K |
| Sigma Planning Corp | 0.01% | Reduce -7.9% | 2,263 | $340K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 2,260 | $339K |
| Twin Tree Management, LP | 0.07% | Add +10.9% | 2,241 | $336K |
| Citizens Financial Group Inc. | 0.00% | Reduce -8.9% | 2,229 | $334K |
| 111 Capital | 0.08% | New | 2,225 | $334K |
| Edgestream Partners, L.P. | 0.01% | New | 2,225 | $334K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.1% | 2,214 | $332K |
| Doliver Advisors, LP | 0.08% | Reduce -3.0% | 2,209 | $331K |
| Legacy Advisors, LLC | 0.04% | Add +5.1% | 2,196 | $329K |
| Sagewood Asset Management LP | 0.10% | New | 2,174 | $326K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -4.4% | 2,167 | $325K |
| Brown, Lisle/Cummings, Inc. | 0.08% | Add +0.8% | 2,162 | $324K |
| Sapient Capital LLC | 0.00% | Add +11.1% | 2,162 | $324K |
| CX Institutional | 0.01% | Add +14.3% | 2,160 | $324K |
| Curi Capital, LLC | 0.01% | Add +2.8% | 2,159 | $324K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -29.9% | 2,130 | $320K |
| Ellevest, Inc. | 0.04% | Reduce -13.6% | 2,127 | $319K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Reduce -0.8% | 2,125 | $319K |
| Carnegie Investment Counsel | 0.01% | Reduce -9.8% | 2,108 | $316K |
| Miller Global Investments, LLC | 0.29% | Reduce -1.1% | 2,103 | $315K |
| Procyon Advisors, LLC | 0.02% | New | 2,081 | $312K |
| Rexford Capital Inc. | 0.22% | Add +4.0% | 2,072 | $311K |
| Meeder Advisory Services, Inc. | 0.01% | Add +9.6% | 2,069 | $310K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -15.6% | 2,038 | $306K |
| HBW Advisory Services LLC | 0.03% | Reduce -12.0% | 2,026 | $304K |
| Evergreen Capital Management LLC | 0.01% | Reduce -8.0% | 2,014 | $302K |
| Smartleaf Asset Management LLC | 0.01% | Add +49.5% | 2,000 | $302K |
| Define Financial, LLC | 0.16% | Add +0.6% | 2,010 | $302K |
| Intrust Bank NA | 0.02% | New | 2,010 | $302K |
| Ancora Advisors LLC | 0.01% | Add +64.6% | 2,008 | $301K |
| Childress Capital Advisors, LLC | 0.05% | Reduce -21.1% | 2,007 | $301K |
| Pangea Capital Gestao de Recursos Ltda. | 0.23% | New | 2,000 | $300K |
| Shay Capital LLC | 0.04% | New | 2,000 | $300K |
| Pinnacle Associates Ltd. | 0.00% | Add +26.5% | 1,998 | $300K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.8% | 1,991 | $299K |
| Kentucky Trust Co | 0.16% | Add +53.7% | 1,990 | $299K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -14.7% | 1,990 | $299K |
| MASTERINVEST Kapitalanlage GmbH | 0.03% | New | 1,988 | $298K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.3% | 1,888 | $296K |
| Ostrum Asset Management | 0.02% | Reduce -78.3% | 1,962 | $294K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 1,961 | $294K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 1,937 | $291K |
| Profund Advisors LLC | 0.01% | Add +8.4% | 1,935 | $290K |
| Integrity Alliance, Llc. | 0.01% | New | 1,926 | $289K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.12% | Reduce -19.8% | 1,921 | $288K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 1,918 | $288K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.6% | 1,897 | $286K |
| Krane Funds Advisors LLC | 0.01% | New | 1,858 | $286K |
| Fiduciary Trust Co | 0.00% | Add +2.8% | 1,903 | $285K |
| Compound Planning, Inc. | 0.01% | Add +14.4% | 1,876 | $281K |
| Journey Retirement Planning & Investment Management LLC | 0.25% | Reduce -44.2% | 1,868 | $280K |
| Cowa, LLC | 0.08% | Add +5.7% | 1,862 | $279K |
| Shayne & Jacobs, LLC | 0.09% | No change | 1,850 | $278K |
| QRG Capital Management, Inc. | 0.00% | New | 1,848 | $277K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -4.7% | 1,847 | $277K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.8% | 1,839 | $276K |
| Abel Hall, LLC | 0.06% | New | 1,814 | $272K |
| Regatta Capital Group, LLC | 0.04% | Add +5.3% | 1,789 | $268K |
| Diversified Trust Co. | 0.01% | Reduce -11.6% | 1,785 | $268K |
| Christine Messmer PC | 0.17% | New | 1,772 | $266K |
| Waverly Advisors, LLC | 0.00% | Reduce -15.5% | 1,752 | $263K |
| Patton Fund Management, Inc. | 0.04% | Add +9.1% | 1,739 | $261K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Reduce -26.0% | 1,737 | $261K |
| Iams Wealth Management, LLC | 0.09% | Reduce -13.1% | 1,735 | $260K |
| Verdence Capital Advisors LLC | 0.02% | New | 1,731 | $260K |
| Mgo One Seven LLC | 0.01% | Reduce -22.1% | 1,724 | $259K |
| Legacy Bridge, LLC | 0.10% | Reduce -2.5% | 1,720 | $258K |
| Cidel Asset Management Inc. | 0.01% | New | 1,712 | $257K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,687 | $255K |
| Everpar Advisors LLC | 0.09% | Reduce -5.1% | 1,693 | $254K |
| Arcataur Capital Management LLC | 0.07% | Reduce -1.2% | 1,691 | $254K |
| AlphaCore Capital LLC | 0.01% | Add +5.4% | 1,681 | $252K |
| Granite Harbor Advisors, Inc. | 0.11% | Add +8.0% | 1,674 | $251K |
| Bessemer Group Inc. | 0.00% | Add +47.8% | 1,676 | $251K |
| Savant Capital, LLC | 0.00% | New | 1,673 | $251K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +0.5% | 1,661 | $249K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 1,661 | $249K |
| Alhambra Investment Management LLC | 0.12% | Add +0.6% | 1,660 | $249K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.8% | 1,657 | $249K |
| Caitong International Asset Management Co., Ltd | 0.05% | New | 1,644 | $247K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -9.3% | 1,634 | $245K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,629 | $244K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -21.6% | 1,628 | $242K |
| Midwest Trust Co | 0.00% | Add +8.9% | 1,611 | $242K |
| Lee Financial Co | 0.03% | No change | 1,600 | $240K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,600 | $240K |
| Columbia Bank | 0.07% | Reduce -16.2% | 1,555 | $233K |
| Banco Santander, S.A. | 0.00% | Reduce -63.6% | 1,548 | $232K |
| Piscataqua Savings Bank | 0.16% | Reduce -15.8% | 1,542 | $231K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 1,541 | $231K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -41.8% | 1,540 | $231K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -49.5% | 1,529 | $229K |
| Spinnaker Investment Group, LLC | 0.05% | New | 1,504 | $226K |
| First National Trust Co | 0.01% | Reduce -33.7% | 1,500 | $225K |
| Intact Investment Management Inc. | 0.01% | New | 1,500 | $225K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -7.3% | 1,497 | $225K |
| Keebeck Wealth Management | 0.03% | Reduce -15.1% | 1,495 | $224K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,490 | $224K |
| Lanark Financial, Inc. | 0.02% | Reduce -8.6% | 1,487 | $223K |
| Moneco Advisors, LLC | 0.02% | Reduce -0.7% | 1,487 | $223K |
| Claret Asset Management Corp | 0.03% | Add +0.1% | 1,483 | $222K |
| Charter Research & Investment Group, Inc. | 0.15% | Add +1.4% | 1,471 | $221K |
| Meridian Wealth Management, LLC | 0.01% | New | 1,436 | $215K |
| Studio Investment Management LLC | 0.04% | New | 1,432 | $215K |
| GTS Securities LLC | 0.01% | New | 1,431 | $215K |
| Old Port Advisors | 0.05% | New | 1,418 | $213K |
| Sowell Financial Services LLC | 0.01% | New | 1,416 | $212K |
| Davis Investment Partners, LLC | 0.07% | New | 1,400 | $210K |
| First Command Advisory Services, Inc. | 0.00% | Add +0.4% | 1,379 | $207K |
| Brighton Jones LLC | 0.00% | New | 1,371 | $206K |
| Patten Group, Inc. | 0.04% | New | 1,360 | $204K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Reduce -2.1% | 1,355 | $203K |
| Livet Wealth, LLC | 0.13% | New | 1,354 | $203K |
| Tobam | 0.05% | New | 1,330 | $200K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,320 | $198K |
| BLI - Banque de Luxembourg Investments | 0.01% | No change | 1,410 | $194K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -57.3% | 1,269 | $190K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.2% | 1,259 | $189K |
| Freestone Grove Partners LP | 0.00% | New | 1,184 | $178K |
| UMB Bank, n.a. | 0.00% | Add +11.1% | 1,108 | $166K |
| Colonial Trust Co / SC | 0.02% | No change | 1,066 | $160K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -7.5% | 1,044 | $157K |
| Resources Management Corp. /CT/ | 0.02% | Reduce -0.3% | 1,027 | $154K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -3.7% | 1,001 | $150K |
| U S Global Investors Inc. | 0.02% | New | 1,000 | $150K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -5.6% | 961 | $145K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -3.9% | 960 | $144K |
| North Star Investment Management Corp. | 0.01% | Add +11.4% | 955 | $143K |
| TD Private Client Wealth LLC | 0.00% | Add +9.6% | 947 | $142K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +81.7% | 925 | $139K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +6.3% | 911 | $137K |
| Hickory Point Bank & Trust | 0.09% | New | 905 | $136K |
| ESL Trust Services, LLC | 0.03% | No change | 900 | $135K |
| Community Bank, N.A. | 0.02% | Reduce -10.0% | 900 | $135K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.1% | 893 | $134K |
| Volterra Technologies LP | 0.09% | New | 889 | $133K |
| Webster Bank, N. A. | 0.01% | No change | 880 | $132K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 867 | $130K |
| IMG Wealth Management, Inc. | 0.08% | Reduce -0.2% | 858 | $129K |
| Hills Bank & Trust Co | 0.01% | No change | 856 | $128K |
| Westpac Banking Corp. | 0.01% | Add +86.8% | 833 | $125K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -27.7% | 808 | $121K |
| Destiny Wealth Partners, LLC | 0.01% | New | 791 | $119K |
| Avestar Capital, LLC | 0.01% | Reduce -3.0% | 790 | $119K |
| City Holding Co. | 0.01% | Reduce -42.0% | 746 | $112K |
| MCF Advisors LLC | 0.00% | Add +54.5% | 743 | $111K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -39.1% | 718 | $108K |
| Los Angeles Capital Management LLC | 0.00% | No change | 682 | $102K |
| Clearstead Advisors, LLC | 0.00% | Reduce -38.3% | 671 | $101K |
| Rosenberg Matthew Hamilton | 0.02% | Add +398.5% | 663 | $99K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -66.5% | 660 | $99K |
| Oslo Pensjonsforsikring AS | 0.02% | — | 652 | $98K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -65.3% | 647 | $98K |
| Acadian Asset Management LLC | 0.00% | No change | 637 | $95K |
| First Horizon Corp. | 0.00% | No change | 624 | $94K |
| Sava Infond d.o.o. | 0.01% | Reduce -50.0% | 620 | $93K |
| Blue Trust, Inc. | 0.00% | No change | 590 | $89K |
| City State Bank | 0.02% | No change | 574 | $86K |
| Archer Investment Corp | 0.02% | No change | 572 | $86K |
| Financial Network Wealth Advisors LLC | 0.08% | Add +24.9% | 551 | $83K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 546 | $82K |
| HM Payson & Co. | 0.00% | Reduce -23.4% | 537 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 528 | $79K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 470 | $78K |
| Align Financial, LLC | 0.04% | Reduce -99.3% | 500 | $75K |
| Cromwell Holdings LLC | 0.04% | No change | 499 | $75K |
| Erste Asset Management GmbH | 0.00% | No change | 300 | $75K |
| Millstone Evans Group, LLC | 0.04% | No change | 488 | $73K |
| Alphadyne Asset Management LP | 0.01% | Reduce -67.4% | 484 | $73K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -54.5% | 476 | $71K |
| Aviso Financial Inc. | 0.00% | Add +428.1% | 470 | $71K |
| MV Capital Management, Inc. | 0.01% | Add +148.2% | 469 | $70K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -35.0% | 463 | $69K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 454 | $68K |
| WFA of San Diego, LLC | 0.05% | No change | 440 | $66K |
| Key Financial Inc | 0.01% | No change | 432 | $65K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 380 | $62K |
| Byrne Asset Management LLC | 0.04% | Reduce -83.2% | 405 | $61K |
| Financial Perspectives, Inc | 0.02% | No change | 400 | $60K |
| Clearstead Trust, LLC | 0.01% | Reduce -28.6% | 391 | $59K |
| CYBER HORNET ETFs LLC | 0.04% | Reduce -15.1% | 388 | $59K |
| Sound Income Strategies, LLC | 0.00% | No change | 385 | $58K |
| Bangor Savings Bank | 0.00% | Reduce -74.8% | 383 | $57K |
| Princeton Global Asset Management LLC | 0.01% | No change | 375 | $56K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +18.0% | 373 | $56K |
| Consultiva Wealth Management, Corp. | 0.16% | No change | 368 | $55K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -38.9% | 367 | $55K |
| Valley National Advisers Inc. | 0.01% | Reduce -10.9% | 361 | $54K |
| Vestor Capital, LLC | 0.00% | Reduce -98.5% | 350 | $53K |
| Southern Michigan Bank & Trust | 0.02% | — | 350 | $53K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Reduce -52.7% | 350 | $52K |
| Johnson Financial Group, Inc. | 0.00% | No change | 346 | $52K |
| Raiffeisen Bank International AG | 0.00% | No change | 344 | $52K |
| CVA Family Office, LLC | 0.01% | Add +48.9% | 338 | $51K |
| General Partner, Inc. | 0.03% | No change | 332 | $50K |
| LRI Investments, LLC | 0.00% | Reduce -52.8% | 311 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -47.7% | 302 | $45K |
| Curio Wealth, LLC | 0.02% | Add +0.7% | 302 | $45K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 300 | $45K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 300 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.0% | 297 | $45K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -3.6% | 295 | $44K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 270 | $41K |
| Arax Advisory Partners | 0.00% | Reduce -67.4% | 266 | $40K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.9% | 265 | $40K |
| GW&K Investment Management, LLC | 0.00% | Reduce -4.1% | 256 | $38K |
| Cetera Trust Company, N.A | 0.02% | No change | 250 | $38K |
| Ascentis Independent Advisors | 0.00% | New | 249 | $37K |
| CNB Bank | 0.02% | Reduce -22.6% | 247 | $37K |
| Hoey Investments, Inc. | 0.01% | No change | 247 | $37K |
| Albion Financial Group | 0.00% | No change | 245 | $37K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -35.8% | 242 | $36K |
| Spire Wealth Management | 0.00% | Reduce -22.9% | 242 | $36K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 237 | $36K |
| Smithfield Trust Co | 0.00% | Reduce -34.7% | 239 | $36K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +14.0% | 236 | $35K |
| Quent Capital, LLC | 0.00% | Reduce -27.6% | 226 | $34K |
| Paladin Advisory Group, LLC | 0.03% | No change | 223 | $33K |
| Root Financial Partners, LLC | 0.00% | Add +231.3% | 222 | $33K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 220 | $33K |
| Capital Analysts, LLC | 0.00% | Reduce -11.7% | 212 | $32K |
| Manchester Capital Management LLC | 0.00% | Add +30.4% | 210 | $32K |
| GoalVest Advisory LLC | 0.01% | No change | 205 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +47.8% | 201 | $30K |
| Capital & Planning, LLC | 0.02% | New | 200 | $30K |
| Missouri Trust & Investment Co | 0.01% | No change | 200 | $30K |
| First PREMIER Bank | 0.01% | Reduce -50.0% | 200 | $30K |
| Blume Capital Management, Inc. | 0.01% | No change | 200 | $30K |
| Salem Investment Counselors Inc. | 0.00% | New | 194 | $29K |
| Salomon & Ludwin, LLC | 0.00% | No change | 187 | $28K |
| Chilton Capital Management LLC | 0.00% | No change | 180 | $27K |
| Essex Investment Management Co. LLC | 0.00% | No change | 178 | $27K |
| Truvestments Capital LLC | 0.00% | Add +0.6% | 174 | $26K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -2.8% | 174 | $26K |
| United Community Bank | 0.01% | Add +77.3% | 172 | $26K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 171 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +3.1% | 166 | $25K |
| Westside Investment Management, Inc. | 0.00% | Add +0.6% | 160 | $24K |
| Gulf International Bank (UK) Ltd | 0.00% | Add +21.0% | 150 | $23K |
| Entrust Financial LLC | 0.02% | Add +28.8% | 152 | $23K |
| Ares Financial Consulting, LLC | 0.02% | No change | 150 | $23K |
| Eastern Bank | 0.00% | No change | 150 | $23K |
| EFG International AG | 0.00% | Reduce -97.8% | 148 | $22K |
| Strive Financial Group ,LLC | 0.01% | Reduce -28.1% | 143 | $21K |
| Washington Trust Advisors, Inc. | 0.00% | Add +7.2% | 134 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 130 | $20K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 129 | $19K |
| Horizon Bancorp Inc. | 0.01% | No change | 125 | $19K |
| Rialto Wealth Management, LLC | 0.00% | Add +6.0% | 124 | $19K |
| Investors Research Corp | 0.00% | No change | 124 | $19K |
| Meeder Asset Management Inc. | 0.00% | Add +327.6% | 124 | $19K |
| Rakuten Securities, Inc. | 0.01% | Add +1.7% | 121 | $18K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 121 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 119 | $18K |
| Dunhill Financial, LLC | 0.00% | No change | 119 | $18K |
| Beacon Financial Strategies CORP | 0.01% | No change | 119 | $18K |
| Abound Wealth Management | 0.00% | Add +3.5% | 119 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +17.5% | 114 | $18K |
| Davis Capital Management | 0.01% | No change | 117 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 115 | $17K |
| Hurley Capital, LLC | 0.01% | No change | 112 | $17K |
| Hilltop National Bank | 0.00% | New | 110 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +35.8% | 110 | $16K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 109 | $16K |
| Bokf, NA | 0.00% | New | 106 | $16K |
| Ameriflex Group, Inc. | 0.01% | No change | 104 | $16K |
| Islay Capital Management, LLC | 0.01% | No change | 100 | $15K |
| St. Johns Investment Management Company, LLC | 0.01% | No change | 100 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 100 | $15K |
| Towne Trust Company, N.A | 0.00% | No change | 100 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 100 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 100 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 92 | $14K |
| Kilter Group LLC | 0.01% | Add +12.3% | 91 | $14K |
| Independence Bank of Kentucky | 0.00% | Reduce -36.8% | 86 | $13K |
| First Community Trust NA | 0.01% | No change | 85 | $13K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +1.2% | 85 | $13K |
| PlanVest Financial, Inc | 0.01% | — | 83 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +16.9% | 83 | $12K |
| High Note Wealth, LLC | 0.00% | Add +16.9% | 83 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 80 | $12K |
| NFSG Corp | 0.00% | New | 78 | $12K |
| Fortitude Family Office, LLC | 0.00% | Add +137.5% | 76 | $11K |
| Hara Capital LLC | 0.01% | No change | 75 | $11K |
| Global Wealth Strategies & Associates | 0.00% | No change | 75 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -57.1% | 75 | $11K |
| Trust Co | 0.00% | New | 75 | $11K |
| J.Safra Asset Management Corp | 0.00% | No change | 72 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +204.3% | 70 | $11K |
| Vanguard National Trust Co | 0.00% | — | 70 | $11K |
| Alerus Financial NA | 0.00% | No change | 70 | $11K |
| Private Wealth Management Group, LLC | 0.00% | Add +16.9% | 69 | $10K |
| Westfuller Advisors, LLC | 0.00% | Add +13.1% | 69 | $10K |
| Global X Japan Co., Ltd. | 0.00% | New | 65 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 62 | $9K |
| Community Financial Services Group, LLC | 0.00% | New | 60 | $9K |
| Covestor Ltd | 0.01% | Reduce -43.0% | 61 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 63 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 60 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 59 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +1375.0% | 59 | $9K |
| Sachetta, LLC | 0.00% | Add +16.7% | 56 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +12.0% | 56 | $8K |
| REAP Financial Group, LLC | 0.00% | New | 55 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | New | 54 | $8K |
| Prosperity Bancshares Inc | 0.01% | Add +43.2% | 53 | $8K |
| Caitlin John, LLC | 0.00% | Add +1.9% | 53 | $8K |
| Winch Advisory Services, LLC | 0.00% | No change | 52 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 52 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -10.5% | 51 | $8K |
| 1 North Wealth Services LLC | 0.00% | No change | 50 | $8K |
| SHP Wealth Management | 0.00% | Add +66.7% | 50 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 50 | $8K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 50 | $8K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.00% | New | 49 | $7K |
| Triumph Capital Management | 0.00% | New | 48 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 45 | $7K |
| McIlrath & Eck, LLC | 0.00% | Add +15.8% | 44 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 42 | $6K |
| Basepoint Wealth LLC | 0.00% | No change | 41 | $6K |
| Raleigh Capital Management Inc. | 0.00% | New | 41 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | New | 41 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 40 | $6K |
| Avion Wealth | 0.00% | Add +8.1% | 40 | $6K |
| Caldwell Trust Co | 0.00% | No change | 40 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 39 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 38 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | Add +208.3% | 37 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 37 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 36 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 35 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Add +6.1% | 35 | $5K |
| Coston, McIsaac & Partners | 0.00% | Add +2.9% | 35 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 32 | $5K |
| Purpose Unlimited Inc. | 0.00% | No change | 30 | $5K |
| Red Tortoise LLC | 0.00% | No change | 29 | $4K |
| Financial Consulate, Inc. | 0.00% | Add +7.4% | 29 | $4K |
| Tiaa Trust, National Association | 0.00% | Reduce -98.8% | 29 | $4K |
| Rossby Financial, LCC | 0.00% | Add +68.8% | 27 | $4K |
| Colonial Trust Advisors | 0.00% | Reduce -53.6% | 26 | $4K |
| Clayton Financial Group LLC | 0.00% | No change | 26 | $4K |
| Wellington-Altus USA Inc. | 0.00% | No change | 27 | $4K |
| IAG Wealth Partners, LLC | 0.00% | No change | 25 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 24 | $4K |
| Summit Securities Group LLC | 0.00% | Reduce -89.0% | 23 | $3K |
| NBT Bank, N.A. | 0.00% | New | 23 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -37.1% | 22 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 22 | $3K |
| Essential Partners LLC | 0.00% | Add +600.0% | 21 | $3K |
| BankPlus Trust Department | 0.00% | Reduce -58.8% | 21 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -96.9% | 20 | $3K |
| Monetary Solutions, Ltd | 0.00% | No change | 20 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 20 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +233.3% | 20 | $3K |
| Bayforest Capital Ltd | 0.00% | Reduce -99.4% | 18 | $3K |
| Sawyer & Company, Inc | 0.00% | No change | 18 | $3K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -28.0% | 18 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +6.3% | 17 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +750.0% | 17 | $3K |
| Fairman Group, LLC | 0.00% | No change | 16 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 16 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -72.4% | 16 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +87.5% | 15 | $2K |
| First Pacific Financial | 0.00% | New | 14 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 15 | $2K |
| Silicon Valley Capital Partners | 0.00% | New | 13 | $2K |
| Clark Wealth Partners | 0.00% | No change | 13 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +33.3% | 12 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -90.5% | 12 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 11 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 11 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 10 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $2K |
| Your Advocates Ltd., LLP | 0.00% | No change | 10 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 10 | $2K |
| Motco | 0.00% | No change | 10 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 10 | $2K |
| Mosley Wealth Management | 0.00% | New | 11 | $1K |
| Sankala Group LLC | 0.00% | No change | 9 | $1K |
| Granite FO LLC | 0.00% | No change | 8 | $1K |
| PFS Partners, LLC | 0.00% | No change | 7 | $1K |
| Valued Wealth Advisors LLC | 0.00% | New | 7 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 7 | $1K |
| Phillip James Consulting Co. | 0.00% | New | 5 | $1K |
| 1015 Capital Partners, LLC | 0.00% | Add +500.0% | 6 | $900 |
| Portus Wealth Advisors, LLC | 0.00% | New | 6 | $900 |
| WPG Advisers, LLC | 0.00% | No change | 6 | $900 |
| Activest Wealth Management | 0.00% | New | 6 | $900 |
| WestEnd Advisors, LLC | 0.00% | No change | 6 | $900 |
| Advocate Investing Services LLC | 0.00% | No change | 5 | $750 |
| Barrett & Company, Inc. | 0.00% | No change | 5 | $750 |
| HFM Investment Advisors, LLC | 0.00% | Add +400.0% | 5 | $750 |
| Burk Holdings LLC | 0.00% | New | 5 | $750 |
| Nvwm, LLC | 0.00% | No change | 5 | $750 |
| Atwood & Palmer Inc. | 0.00% | No change | 5 | $750 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 4 | $600 |
| Breakwater Investment Management | 0.00% | Reduce -79.0% | 4 | $600 |
| Marquette Asset Management, LLC | 0.00% | No change | 4 | $600 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $600 |
| SJS Investment Consulting Inc. | 0.00% | New | 4 | $600 |
| Seneschal Advisors, LLC | 0.00% | New | 3 | $450 |
| TopTier Wealth Management, LLC | 0.00% | New | 3 | $450 |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $450 |
| HighMark Wealth Management LLC | 0.00% | No change | 2 | $309 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $300 |
| Wall Street Financial Group, Inc. | 0.00% | New | 2 | $300 |
| Tidemark, LLC | 0.00% | New | 2 | $300 |
| Investors Portfolio Services LLC | 0.00% | New | 2 | $280 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 1 | $150 |
"% of holder's portfolio" is STZ's weight in each manager's 13F, not the share of Constellation Brands Inc. Class A the manager owns.