Toll BrothersTOL
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 785 institutions reported holding Toll Brothers Inc. (TOL) in their 13F filings, up 50 from Q4 2025. 108 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($1.4B), Greenhaven Associates Inc. ($770.4M) and Capital World Investors ($710.7M). 12 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Toll Brothers Inc.
- CUSIP
- 889478103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $246.0M |
| Exits | 64 | $179.8M |
All 13F filers, Q4 2025 → Q1 2026: 7,872,997 shares bought and 8,061,946 shares sold, net −188,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| BlackRock, Inc. | 0.02% | Reduce -1.2% | 9,949,088 | $1.4B |
| Greenhaven Associates Inc. | 12.69% | Add +0.8% | 5,645,309 | $770.4M |
| Capital World Investors | 0.10% | Add +0.2% | 5,207,777 | $710.7M |
| Vanguard Capital Management LLC | 0.01% | — | 4,252,652 | $580.4M |
| Vanguard Portfolio Management LLC | 0.03% | — | 4,170,253 | $569.1M |
| FMR LLC | 0.03% | Add +5.8% | 3,505,038 | $478.3M |
| State Street Corp. | 0.02% | Reduce -0.3% | 3,359,665 | $458.5M |
| Dimensional Fund Advisors LP | 0.08% | Add +3.5% | 2,990,447 | $408.1M |
| Geode Capital Management, LLC | 0.02% | Add +3.1% | 2,379,639 | $324.8M |
| AQR Capital Management | 0.11% | Reduce -19.7% | 1,766,487 | $238.0M |
| Jennison Associates LLC | 0.13% | Add +30.1% | 1,418,543 | $193.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +18.1% | 1,336,278 | $182.4M |
| Morgan Stanley | 0.01% | Add +15.2% | 1,273,748 | $173.8M |
| Citadel Advisors | 0.11% | Add +7.4% | 1,132,636 | $154.6M |
| Holocene Advisors, LP | 0.35% | Add +6.1% | 1,059,585 | $144.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.2% | 1,032,910 | $141.0M |
| Baron Capital (BAMCO) | 0.38% | Reduce -20.1% | 932,031 | $127.2M |
| Northern Trust Corp. | 0.02% | Reduce -0.5% | 855,583 | $116.8M |
| LSV Asset Management | 0.24% | Reduce -4.0% | 819,359 | $111.8M |
| Millennium Management | 0.09% | Add +58.6% | 814,317 | $111.1M |
| Balyasny Asset Management L.P. | 0.23% | Add +29.1% | 809,565 | $110.5M |
| Victory Capital Management Inc. | 0.07% | Reduce -31.0% | 762,752 | $104.1M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 751,404 | $102.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.4% | 728,104 | $99.4M |
| First Trust Advisors LP | 0.06% | Reduce -0.8% | 598,128 | $81.6M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 587,377 | $80.2M |
| Janus Henderson Group PLC | 0.03% | Add +13.3% | 528,903 | $72.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.7% | 518,135 | $70.5M |
| JPMorgan Chase & Co. | 0.00% | Add +112.5% | 535,716 | $69.9M |
| Quantinno Capital Management LP | 0.11% | Add +158.4% | 497,751 | $67.9M |
| Qube Research & Technologies Ltd | 0.09% | Add +142.5% | 479,428 | $65.4M |
| Two Sigma Investments, LP | 0.05% | Reduce -26.3% | 450,226 | $61.4M |
| UBS Group AG | 0.01% | Add +15.0% | 446,640 | $61.0M |
| Pacer Advisors, Inc. | 0.17% | Add +3700.7% | 430,356 | $58.7M |
| Invesco Ltd. | 0.01% | Add +50.3% | 406,869 | $55.5M |
| Junto Capital Management LP | 1.14% | Reduce -2.6% | 393,005 | $53.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -88.1% | 392,845 | $53.6M |
| Walleye Capital LLC | 0.36% | Reduce -12.1% | 391,002 | $53.4M |
| Milford Funds Ltd. | 1.02% | Add +223.7% | 354,987 | $48.4M |
| Wells Fargo & Company | 0.01% | Reduce -7.0% | 338,806 | $46.2M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -22.2% | 330,000 | $45.0M |
| Anchor Capital Advisors LLC | 1.27% | Reduce -3.8% | 327,136 | $44.6M |
| Royal Bank of Canada | 0.01% | Add +29.7% | 311,776 | $42.5M |
| Voloridge Investment Management, LLC | 0.17% | Reduce -54.5% | 308,850 | $42.1M |
| Squarepoint Ops LLC | 0.09% | New | 290,143 | $39.6M |
| Basswood Capital Management, L.L.C. | 1.98% | Reduce -13.3% | 284,288 | $38.8M |
| Point72 Asset Management | 0.07% | Add +83.6% | 279,587 | $38.2M |
| Vaughan Nelson Investment Management, L.P. | 0.37% | Add +2.3% | 268,356 | $36.6M |
| Woodline Partners LP | 0.14% | Add +77.2% | 266,679 | $36.4M |
| Rhumbline Advisers | 0.03% | Reduce -4.1% | 256,584 | $35.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.5% | 243,656 | $33.3M |
| SG Americas Securities, LLC | 0.03% | Add +19.2% | 227,044 | $31.0M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -17.5% | 226,760 | $30.9M |
| Marshall Wace, LLP | 0.03% | Reduce -20.2% | 221,231 | $30.2M |
| Bridgewater Associates | 0.13% | Reduce -29.9% | 217,446 | $29.7M |
| Barclays PLC | 0.01% | Reduce -30.4% | 216,568 | $29.6M |
| Retirement Systems of Alabama | 0.10% | Reduce -5.4% | 215,480 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -30.1% | 239,665 | $29.3M |
| Principal Financial Group Inc. | 0.02% | Add +2.0% | 211,432 | $28.9M |
| Allianz Asset Management GmbH | 0.03% | Add +0.7% | 207,634 | $28.3M |
| Nuveen, LLC | 0.01% | Add +12.2% | 202,010 | $27.6M |
| California Public Employees Retirement System | 0.02% | Add +10.1% | 201,287 | $27.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.32% | Reduce -0.7% | 199,230 | $27.2M |
| Assetmark, Inc. | 0.05% | Add +6.0% | 191,100 | $26.1M |
| Cookson Peirce & Co. Inc. | 1.09% | Add +0.6% | 188,472 | $25.7M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 187,900 | $25.6M |
| Empowered Funds, LLC | 0.16% | New | 185,113 | $25.3M |
| Jane Street Group, LLC | 0.03% | Add +1974.6% | 181,421 | $24.8M |
| Renaissance Technologies | 0.04% | Add +172.9% | 173,000 | $23.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.4% | 167,050 | $22.8M |
| Franklin Resources Inc. | 0.01% | Add +321.7% | 163,318 | $22.3M |
| Ieq Capital, LLC | 0.10% | Reduce -8.6% | 159,808 | $21.8M |
| American Century Companies Inc. | 0.01% | Reduce -2.2% | 158,589 | $21.6M |
| Legal & General Group Plc | 0.00% | Reduce -11.2% | 139,188 | $19.0M |
| Rafferty Asset Management, LLC | 0.08% | Reduce -10.6% | 136,065 | $18.6M |
| Nomura Asset Management International Inc. | 0.03% | Add +1.8% | 128,775 | $17.6M |
| Caisse de depot et placement du Quebec | 0.03% | Add +11.5% | 126,904 | $17.3M |
| Citigroup Inc. | 0.01% | Reduce -15.6% | 124,166 | $16.9M |
| Corient Private Wealth LP | 0.02% | Add +1246.4% | 124,491 | $16.8M |
| Prudential Financial Inc. | 0.02% | Add +947.4% | 118,801 | $16.2M |
| Gateway Investment Advisers LLC | 0.18% | Reduce -7.0% | 118,432 | $16.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.3% | 117,025 | $15.8M |
| Union Bancaire Privee, UBP SA | 0.22% | No change | 121,100 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.0% | 115,745 | $15.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -28.4% | 113,036 | $15.4M |
| California State Teachers Retirement System | 0.02% | Add +21.0% | 110,541 | $15.1M |
| Gotham Asset Management | 0.05% | Add +217.4% | 108,688 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +78.0% | 108,460 | $14.8M |
| Distillate Capital Partners LLC | 0.77% | Reduce -0.8% | 107,575 | $14.7M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.6% | 106,941 | $14.6M |
| GDS Wealth Management | 0.83% | Add +9.6% | 101,691 | $13.9M |
| ExodusPoint Capital Management, LP | 0.14% | New | 101,110 | $13.8M |
| Lyell Wealth Management, LP | 1.00% | Add +4.7% | 100,181 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +65.3% | 100,054 | $13.7M |
| Davis R M Inc. | 0.24% | Reduce -8.8% | 98,016 | $13.4M |
| Captrust Financial Advisors | 0.02% | Add +258.4% | 97,558 | $13.3M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 96,421 | $13.2M |
| National Bank of Canada | 0.01% | Reduce -7.2% | 95,767 | $13.1M |
| De Lisle Partners LLP | 1.55% | No change | 95,000 | $13.0M |
| Verition Fund Management LLC | 0.13% | Reduce -1.7% | 94,609 | $12.9M |
| Strategic Wealth Partners, Ltd. | 0.89% | Add +7.1% | 94,052 | $12.8M |
| Riverstone Advisors, LLC | 6.16% | Reduce -5.8% | 91,568 | $12.5M |
| Moran Wealth Management, LLC | 0.37% | Add +12.6% | 89,488 | $12.2M |
| Wedgewood Partners Inc. | 2.49% | New | 88,275 | $12.0M |
| Focus Partners Wealth | 0.01% | Add +15.6% | 86,196 | $11.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 86,060 | $11.7M |
| D. E. Shaw & Co. | 0.01% | New | 84,153 | $11.5M |
| Engineers Gate Manager LP | 0.14% | New | 82,364 | $11.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -24.6% | 81,765 | $11.2M |
| Lighthouse Investment Partners, LLC | 0.42% | Add +147.8% | 81,093 | $11.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +1.1% | 80,951 | $11.0M |
| RBF Capital, LLC | 0.54% | No change | 80,500 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.3% | 80,304 | $11.0M |
| Kettle Hill Capital Management, LLC | 2.74% | New | 80,222 | $10.9M |
| MetLife Investment Management, LLC | 0.06% | Reduce -0.7% | 79,591 | $10.9M |
| NFC Investments, LLC | 3.01% | New | 79,138 | $10.8M |
| Van Eck Associates Corp. | 0.01% | Add +3.8% | 77,752 | $10.6M |
| Cerity Partners LLC | 0.01% | Reduce -53.5% | 77,544 | $10.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +1.9% | 76,100 | $10.4M |
| Tower Bridge Advisors | 1.00% | Reduce -0.4% | 75,591 | $10.3M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +658.1% | 74,532 | $10.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +1.1% | 74,245 | $10.2M |
| Quantbot Technologies LP | 0.41% | Add +113113.9% | 73,589 | $10.0M |
| Amundi | 0.00% | Reduce -31.5% | 73,250 | $10.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +66.2% | 70,830 | $9.7M |
| Horizon Investments, LLC | 0.10% | Add +34.9% | 68,721 | $9.4M |
| Eurizon Capital SGR S.p.A. | 0.03% | Add +1165.9% | 68,588 | $9.4M |
| Cambria Investment Management, L.P. | 0.51% | Add +9.3% | 67,490 | $9.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.5% | 66,177 | $9.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Add +3036.2% | 66,394 | $9.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.3% | 64,500 | $8.8M |
| Natixis Advisors, LLC | 0.01% | Add +6.3% | 64,110 | $8.7M |
| Teacher Retirement System of Texas | 0.04% | Reduce -1.7% | 63,268 | $8.6M |
| Edgestream Partners, L.P. | 0.27% | New | 60,199 | $8.2M |
| Mackenzie Financial Corp. | 0.01% | Add +904.1% | 59,923 | $8.2M |
| HRT Financial LP | 0.02% | Reduce -2.9% | 59,170 | $8.1M |
| Cwm, LLC | 0.02% | Reduce -1.4% | 59,021 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -15.1% | 58,797 | $8.0M |
| XTX Topco Ltd | 0.14% | Add +1020.2% | 58,652 | $8.0M |
| Hook Mill Capital Partners, LP | 0.69% | Add +1735.1% | 57,456 | $7.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.4% | 56,353 | $7.7M |
| Neuberger Berman Group LLC | 0.01% | Add +12.7% | 55,731 | $7.6M |
| Capital Fund Management S.A. | 0.07% | Add +291.7% | 53,551 | $7.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 52,930 | $7.2M |
| Castleark Management LLC | 0.23% | Add +25.1% | 51,403 | $7.0M |
| Agf Management Ltd. | 0.03% | Reduce -52.2% | 50,659 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -27.2% | 49,754 | $6.8M |
| Whittier Trust Co. | 0.08% | New | 49,166 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +6.5% | 49,623 | $6.8M |
| Hancock Whitney Corp. | 0.12% | Reduce -3.5% | 47,463 | $6.7M |
| Highland Capital Management, LLC | 0.35% | Reduce -1.0% | 48,960 | $6.7M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 47,397 | $6.5M |
| Alphadyne Asset Management LP | 0.85% | Add +2694.5% | 47,395 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +231.8% | 46,220 | $6.3M |
| Alps Advisors Inc. | 0.03% | Reduce -3.4% | 46,064 | $6.3M |
| Annex Advisory Services, LLC | 0.12% | Add +3.6% | 45,833 | $6.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 45,631 | $6.2M |
| Candriam S.C.A. | 0.03% | Reduce -36.1% | 45,465 | $6.2M |
| Cannell & Spears LLC | 0.12% | Reduce -0.4% | 44,887 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.6% | 44,442 | $6.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +26.2% | 43,984 | $6.0M |
| SlateStone Wealth, LLC | 0.49% | Add +3.1% | 43,895 | $6.0M |
| Amalgamated Bank | 0.05% | Reduce -0.6% | 43,852 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.3% | 42,301 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Reduce -1.4% | 41,894 | $5.7M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Reduce -1.2% | 40,712 | $5.6M |
| Capital International, Inc. | 0.04% | Add +8.6% | 40,452 | $5.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 40,354 | $5.5M |
| Sei Investments Co. | 0.01% | Add +69.8% | 40,097 | $5.5M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -10.1% | 40,086 | $5.5M |
| Waverly Advisors, LLC | 0.04% | Add +1130.7% | 39,111 | $5.3M |
| GAMCO Investors | 0.05% | Reduce -0.1% | 38,377 | $5.2M |
| Creative Planning | 0.00% | Add +55.0% | 38,019 | $5.2M |
| Sciencast Management LP | 0.66% | New | 37,994 | $5.2M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 37,802 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.5% | 37,716 | $5.1M |
| Investment House LLC | 0.27% | Add +11.3% | 37,683 | $5.1M |
| Vest Financial, LLC | 0.06% | Add +6.0% | 36,710 | $5.0M |
| Advisors Capital Management, LLC | 0.06% | Add +7.8% | 36,529 | $5.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +88.5% | 36,256 | $4.9M |
| HSBC Holdings PLC | 0.00% | Add +112.1% | 35,381 | $4.8M |
| Qsemble Capital Management, LP | 0.37% | New | 35,187 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 34,694 | $4.7M |
| Burney Co./ | 0.15% | Reduce -18.1% | 34,671 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 34,540 | $4.7M |
| FIL Ltd | 0.00% | Add +79.3% | 34,301 | $4.7M |
| Quadrature Capital Ltd | 0.06% | Add +35.5% | 34,202 | $4.7M |
| Entropy Technologies, LP | 0.21% | New | 33,775 | $4.6M |
| Trexquant Investment LP | 0.03% | New | 33,609 | $4.6M |
| BLB&B Advisors, LLC | 0.19% | Reduce -2.5% | 33,446 | $4.6M |
| Evolve Private Wealth, LLC | 0.24% | Reduce -2.1% | 32,561 | $4.4M |
| Mitchell Capital Management Co. | 0.81% | Add +3.7% | 32,526 | $4.4M |
| Ritholtz Wealth Management | 0.08% | Add +128.7% | 32,217 | $4.4M |
| Infrastructure Capital Advisors, LLC | 0.61% | New | 31,226 | $4.3M |
| Deutsche Bank AG | 0.00% | Reduce -52.8% | 30,516 | $4.2M |
| Advisory Services Network, LLC | 0.05% | Add +1.5% | 30,222 | $4.1M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 30,147 | $4.1M |
| Shellback Capital, LP | 0.58% | New | 30,000 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.4% | 29,728 | $4.1M |
| Bank of Montreal | 0.00% | Reduce -21.9% | 29,650 | $4.0M |
| Yousif Capital Management, LLC | 0.05% | Reduce -6.0% | 29,420 | $4.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 29,200 | $4.0M |
| Regal Investment Advisors LLC | 0.23% | Add +0.8% | 29,054 | $4.0M |
| Panagora Asset Management Inc. | 0.01% | Add +370.7% | 28,975 | $4.0M |
| Fifth Third Bancorp | 0.01% | Add +2672.4% | 28,362 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +13.1% | 27,792 | $3.8M |
| Montag A & Associates Inc. | 0.18% | Add +63.2% | 27,758 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Add +3.0% | 27,500 | $3.8M |
| TCW Group Inc. | 0.03% | Add +15.0% | 27,421 | $3.7M |
| Twinbeech Capital LP | 0.39% | New | 27,350 | $3.7M |
| Emerald Investment Advisers, LLC | 0.33% | — | 27,166 | $3.7M |
| Old National Bancorp | 0.06% | Add +8.3% | 27,130 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.5% | 26,253 | $3.6M |
| Intech Investment Management LLC | 0.04% | Reduce -36.1% | 26,151 | $3.6M |
| Trail Ridge Investment Advisors, LLC | 1.55% | Add +0.9% | 26,143 | $3.6M |
| Arizona State Retirement System | 0.02% | Reduce -3.3% | 26,084 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.7% | 25,669 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +356.1% | 26,247 | $3.4M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | New | 24,829 | $3.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.5% | 25,000 | $3.4M |
| Capital Management Corp. | 0.58% | Reduce -1.0% | 24,835 | $3.4M |
| Laurion Capital Management LP | 0.33% | New | 24,318 | $3.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 24,091 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.08% | New | 23,815 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.6% | 23,740 | $3.2M |
| NorthCrest Asset Manangement, LLC | 0.10% | Reduce -10.8% | 23,810 | $3.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -1.1% | 23,489 | $3.2M |
| SWP Investment Management LLC | 2.39% | Add +2.0% | 23,477 | $3.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -79.6% | 23,173 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.7% | 22,938 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 22,831 | $3.1M |
| State of Michigan Retirement System | 0.02% | No change | 22,826 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +10.9% | 22,802 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 22,632 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +127.3% | 21,369 | $2.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -1.6% | 21,227 | $2.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -0.0% | 21,200 | $2.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +4.5% | 21,103 | $2.9M |
| AE Wealth Management LLC | 0.02% | Add +656.6% | 21,025 | $2.9M |
| New Mexico Educational Retirement Board | 0.09% | No change | 21,000 | $2.9M |
| Gardner Lewis Asset Management L P | 0.62% | Reduce -17.4% | 20,953 | $2.9M |
| Baypointe Partners LLC | 3.75% | Add +13.9% | 20,000 | $2.7M |
| AssuredPartners Investment Advisors, LLC | 0.30% | New | 19,712 | $2.7M |
| Lecap Asset Management Ltd. | 1.02% | New | 19,904 | $2.7M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -6.7% | 19,617 | $2.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +79.6% | 19,534 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +1.0% | 19,424 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +0.6% | 19,349 | $2.6M |
| Brevan Howard Capital Management LP | 0.03% | Add +122.3% | 18,963 | $2.6M |
| OMC Financial Services LTD | 1.00% | No change | 18,918 | $2.6M |
| Man Group plc | 0.01% | New | 18,896 | $2.6M |
| Hager Investment Management Services, LLC | 1.38% | Add +10.8% | 18,395 | $2.5M |
| Gabelli Funds LLC | 0.02% | No change | 18,200 | $2.5M |
| Bank Ozk | 0.88% | Add +3.1% | 18,174 | $2.5M |
| Stamos Capital Partners, L.P. | 0.38% | Reduce -2.8% | 17,913 | $2.4M |
| Shariaportfolio, Inc. | 1.08% | Reduce -32.7% | 17,852 | $2.4M |
| JT Stratford LLC | 0.31% | Add +121.2% | 17,630 | $2.4M |
| Opinicus Capital, Inc. | 1.70% | Add +0.4% | 17,623 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -1.2% | 17,455 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -64.1% | 17,095 | $2.3M |
| First Business Financial Services, Inc. | 0.21% | Add +12.4% | 16,983 | $2.3M |
| Soltis Investment Advisors LLC | 0.15% | New | 16,970 | $2.3M |
| GoodHaven Capital Management, LLC | 0.83% | Add +0.0% | 16,969 | $2.3M |
| Graham Capital Management, L.P. | 0.10% | New | 16,812 | $2.3M |
| Readystate Asset Management LP | 0.23% | New | 16,767 | $2.3M |
| Vident Advisory, LLC | 0.02% | Add +59.2% | 16,521 | $2.3M |
| Boothbay Fund Management, LLC | 0.05% | Add +465.8% | 16,369 | $2.2M |
| Byrne Asset Management LLC | 1.30% | Reduce -6.3% | 15,995 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +5.2% | 15,936 | $2.2M |
| Catalyst Capital Advisors LLC | 0.04% | Reduce -5.4% | 15,825 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -4.4% | 15,503 | $2.1M |
| Blair William & Co. | 0.01% | Add +18.4% | 15,357 | $2.1M |
| South Dakota Investment Council | 0.04% | Reduce -26.5% | 15,223 | $2.1M |
| Walleye Trading LLC | 0.04% | Reduce -45.3% | 15,122 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.9% | 15,039 | $2.1M |
| Summit Trail Advisors, LLC | 0.03% | Add +80.3% | 14,969 | $2.0M |
| Magnetar Financial LLC | 0.02% | New | 14,708 | $2.0M |
| Summit Place Financial Advisors, LLC | 0.94% | Add +11.1% | 14,315 | $2.0M |
| Caldwell Trust Co | 0.17% | Add +10.7% | 13,980 | $1.9M |
| Great Lakes Retirement, Inc. | 0.20% | Reduce -0.3% | 13,836 | $1.9M |
| M&T Bank Corp | 0.01% | Add +7.3% | 13,812 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +9.2% | 13,270 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 13,238 | $1.8M |
| Virtu Financial LLC | 0.07% | New | 13,122 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +0.2% | 13,018 | $1.8M |
| Gsa Capital Partners LLP | 0.11% | New | 12,752 | $1.7M |
| Caprock Group, LLC | 0.04% | Add +518.0% | 12,563 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.2% | 12,443 | $1.7M |
| GMO | 0.00% | Add +83.2% | 12,433 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +171.3% | 11,894 | $1.6M |
| FJ Capital Management LLC | 0.18% | New | 11,874 | $1.6M |
| Revolve Wealth Partners, LLC | 0.21% | Add +2.0% | 11,792 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -20.1% | 11,705 | $1.6M |
| Xponance LLC | 0.01% | Add +28.7% | 11,681 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +5.8% | 11,452 | $1.6M |
| Polymer Capital Management (US) LLC | 0.23% | Reduce -18.9% | 11,434 | $1.6M |
| Aigen Investment Management, LP | 0.40% | New | 11,389 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -19.3% | 11,323 | $1.5M |
| Brian Low Financial Group, LLC | 1.04% | Add +11.8% | 11,213 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.25% | Add +26.3% | 11,200 | $1.5M |
| Outfitters Financial LLC | 1.17% | Reduce -8.4% | 11,055 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -2.2% | 10,939 | $1.5M |
| Occudo Quantitative Strategies LP | 0.08% | Add +53.5% | 10,427 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +13.7% | 10,799 | $1.5M |
| Polianta Ltd | 0.20% | New | 10,800 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.9% | 10,566 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -4.5% | 10,554 | $1.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.07% | No change | 10,000 | $1.4M |
| MRP Capital Investments, LLC | 1.19% | Add +10.6% | 9,988 | $1.4M |
| Cibc World Market Inc. | 0.00% | Reduce -13.7% | 9,660 | $1.3M |
| Moody Aldrich Partners LLC | 0.24% | Reduce -59.3% | 9,658 | $1.3M |
| Integrity Alliance, Llc. | 0.05% | Add +9.5% | 9,636 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.8% | 9,602 | $1.3M |
| University of Texas/Texas Am Investment Management Co. | 0.19% | New | 9,561 | $1.3M |
| Brighton Jones LLC | 0.03% | New | 9,556 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.9% | 9,508 | $1.3M |
| Jump Financial, LLC | 0.02% | New | 9,357 | $1.3M |
| Ostrum Asset Management | 0.07% | Add +17.6% | 9,030 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +0.0% | 9,000 | $1.2M |
| Brooklyn Investment Group | 0.04% | Add +58.4% | 8,859 | $1.2M |
| McLaughlin Asset Management, Inc. | 1.15% | Reduce -3.2% | 8,788 | $1.2M |
| Vestcor Inc | 0.03% | Add +16.1% | 8,763 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,591 | $1.2M |
| Aviance Capital Partners, LLC | 0.14% | Reduce -52.6% | 8,512 | $1.2M |
| Hilltop National Bank | 0.27% | Add +0.4% | 8,414 | $1.1M |
| Proficio Capital Partners LLC | 0.06% | Add +0.1% | 8,394 | $1.1M |
| Callan Family Office, LLC | 0.03% | Add +6.8% | 8,340 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Add +5.0% | 8,136 | $1.1M |
| Krilogy Financial LLC | 0.04% | Reduce -0.9% | 7,864 | $1.1M |
| Buckland Partners Management Co LLC | 0.66% | No change | 8,000 | $1.1M |
| Oak Thistle LLC | 0.11% | Add +14.0% | 7,978 | $1.1M |
| Delphi Management Inc. | 1.29% | Reduce -21.0% | 7,891 | $1.1M |
| One Wealth Advisors, LLC | 0.13% | New | 7,799 | $1.1M |
| Old North State Trust, LLC | 0.63% | Add +4.7% | 7,784 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 7,729 | $1.1M |
| CSS LLC | 0.17% | Add +6.8% | 7,722 | $1.1M |
| Hillsdale Investment Management Inc. | 0.03% | New | 7,700 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -12.8% | 7,629 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.8% | 7,621 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -89.0% | 7,609 | $1.0M |
| Brown, Lisle/Cummings, Inc. | 0.26% | No change | 7,600 | $1.0M |
| Gallo Partners, LP | 1.96% | Reduce -61.0% | 7,507 | $1.0M |
| US Bancorp \de | 0.00% | Add +24.3% | 7,494 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 7,432 | $1.0M |
| Jamison Private Wealth Management, Inc. | 0.13% | Add +3.4% | 7,367 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.6% | 7,328 | $1.0M |
| Sacks & Associates, LLC | 0.74% | Add +1.9% | 7,315 | $998K |
| Headlands Technologies LLC | 0.11% | Reduce -28.3% | 7,300 | $996K |
| Wincap Financial LLC | 0.66% | Add +7.8% | 7,228 | $986K |
| &partners | 0.00% | Add +109.1% | 6,874 | $980K |
| Securian Asset Management, Inc. | 0.04% | No change | 7,024 | $959K |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.1% | 6,905 | $942K |
| Paradiem, LLC | 0.21% | Reduce -9.1% | 6,879 | $939K |
| Evergreen Capital Management LLC | 0.02% | Add +83.6% | 6,772 | $924K |
| Transcend Capital Advisors, LLC | 0.07% | Add +0.6% | 6,593 | $900K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.1% | 6,571 | $897K |
| Diker Management LLC | 0.78% | No change | 6,400 | $873K |
| Chicago Partners Investment Group LLC | 0.02% | Add +42.1% | 5,842 | $865K |
| Lebenthal Global Advisors, LLC | 0.13% | Add +9.8% | 6,325 | $863K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -21.5% | 6,260 | $854K |
| New England Research & Management, Inc. | 0.36% | Reduce -20.7% | 6,225 | $850K |
| MAI Capital Management | 0.00% | Reduce -12.6% | 6,215 | $848K |
| Hantz Financial Services, Inc. | 0.01% | Add +42.7% | 6,142 | $838K |
| Quadrant Capital Group LLC | 0.03% | Add +3.2% | 6,128 | $836K |
| Vise Technologies, Inc. | 0.02% | No change | 6,103 | $825K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.3% | 6,041 | $824K |
| Commerce Bank | 0.00% | Add +135.1% | 5,986 | $817K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -14.1% | 5,951 | $812K |
| Swiss Life Asset Management Ltd | 0.00% | Add +33.1% | 5,926 | $809K |
| United Capital Financial Advisors, LLC | 0.01% | Add +113.2% | 5,907 | $806K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 5,900 | $805K |
| Integrated Advisors Network LLC | 0.04% | Reduce -67.8% | 5,812 | $793K |
| PKO Investment Management Joint-Stock Co | 0.07% | Reduce -14.7% | 5,800 | $792K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.7% | 5,720 | $781K |
| Northstar Advisory Group, LLC | 0.30% | Reduce -56.3% | 5,712 | $780K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.3% | 5,631 | $768K |
| U S Global Investors Inc. | 0.09% | New | 5,400 | $737K |
| Chapin Davis, Inc. | 0.16% | Reduce -0.3% | 5,394 | $736K |
| Gratus Wealth Advisors, LLC | 0.11% | Reduce -12.3% | 5,376 | $734K |
| River Wealth Advisors LLC | 0.08% | No change | 5,339 | $729K |
| Bank of Nova Scotia | 0.00% | Reduce -96.8% | 5,332 | $728K |
| Integrated Wealth Concepts LLC | 0.01% | Add +219.9% | 5,300 | $723K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.9% | 5,294 | $722K |
| Capital Squared Financial LLC | 0.55% | Add +0.1% | 5,284 | $721K |
| DNB Asset Management AS | 0.00% | New | 5,248 | $716K |
| Schroder Investment Management Group | 0.00% | Add +3.3% | 5,402 | $705K |
| Equitable Holdings, Inc. | 0.00% | Add +13.0% | 5,185 | $701K |
| Oxford Asset Management LLP | 0.28% | New | 5,132 | $700K |
| iSAM Funds (UK) Ltd | 0.35% | New | 5,130 | $700K |
| Game Creek Capital, LP | 0.26% | Reduce -55.6% | 5,000 | $682K |
| Ceeto Capital Group, LLC | 0.21% | No change | 5,000 | $682K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.0% | 4,980 | $680K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,961 | $677K |
| Group One Trading LLC | 0.02% | Add +10.9% | 4,947 | $675K |
| Key Financial Inc | 0.12% | Add +1.1% | 4,927 | $672K |
| denkapparat Operations GmbH | 0.28% | No change | 4,918 | $671K |
| Inceptionr LLC | 0.16% | New | 4,906 | $670K |
| Westover Capital Advisors, LLC | 0.12% | Add +32.4% | 4,900 | $669K |
| E Fund Management Co., Ltd. | 0.02% | — | 4,758 | $649K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -87.0% | 4,728 | $645K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,699 | $641K |
| Compound Planning, Inc. | 0.02% | Add +7.3% | 4,692 | $640K |
| Meeder Advisory Services, Inc. | 0.03% | Add +4.9% | 4,685 | $639K |
| RiverPark Advisors, LLC | 0.31% | New | 4,658 | $636K |
| Oak Asset Management, LLC | 0.22% | No change | 4,600 | $628K |
| Penserra Capital Management LLC | 0.01% | Add +2.1% | 4,572 | $623K |
| Aaron Wealth Advisors LLC | 0.04% | Add +6.1% | 4,553 | $621K |
| Martin Capital Advisors, LLP | 0.39% | Add +2.9% | 4,530 | $618K |
| PW Nova Financial Services LLC | 0.17% | Add +27.1% | 4,521 | $617K |
| CI Investments Inc. | 0.00% | Reduce -1.6% | 4,431 | $605K |
| Essential Partners LLC | 0.20% | Reduce -0.1% | 4,385 | $598K |
| Optimize Financial Inc. | 0.29% | New | 4,339 | $592K |
| Choreo, LLC | 0.01% | Add +14.3% | 4,289 | $585K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.9% | 4,277 | $584K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -3.6% | 4,259 | $583K |
| Atria Investments, Inc | 0.01% | Add +52.0% | 4,262 | $582K |
| First Commonwealth Financial Corp | 0.09% | No change | 4,256 | $581K |
| MOKAN Wealth Management Inc. | 0.25% | Add +94.6% | 4,110 | $561K |
| Independent Advisor Alliance | 0.01% | Add +1.4% | 4,081 | $557K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 4,071 | $556K |
| Inscription Capital, LLC | 0.06% | New | 4,015 | $548K |
| Fortune Financial Advisors, LLC | 0.28% | New | 4,000 | $546K |
| Syon Capital LLC | 0.03% | Add +143.1% | 3,878 | $529K |
| Tidal Investments LLC | 0.00% | Reduce -19.2% | 3,825 | $522K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +90.0% | 3,802 | $519K |
| ProShare Advisors LLC | 0.00% | Reduce -1.7% | 3,800 | $519K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +2.9% | 3,767 | $514K |
| Gross & Hartman Investments LLC | 0.27% | Add +6.3% | 3,756 | $513K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -0.5% | 3,751 | $512K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 3,721 | $508K |
| Denali Advisors LLC | 0.06% | Add +18.6% | 3,712 | $507K |
| Simplex Trading, LLC | 0.02% | New | 3,671 | $501K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +8.4% | 3,635 | $496K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +8.4% | 3,591 | $490K |
| AdvisorShares Investments LLC | 0.09% | No change | 3,560 | $486K |
| Baker Avenue Asset Management, LP | 0.01% | Add +37.4% | 3,544 | $484K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +103.4% | 3,537 | $483K |
| IFP Advisors, Inc | 0.01% | Add +10.2% | 3,526 | $481K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.5% | 3,525 | $481K |
| Pavaki Capital Management LLC | 0.34% | No change | 3,500 | $478K |
| GAMMA Investing LLC | 0.02% | Add +23.0% | 3,496 | $477K |
| HB Wealth Management, LLC | 0.00% | Add +11.6% | 3,484 | $475K |
| Bull Harbor Capital LLC | 0.12% | — | 3,414 | $466K |
| Numerai GP LLC | 0.05% | Reduce -86.3% | 3,390 | $463K |
| Drive Wealth Management, LLC | 0.10% | Reduce -18.3% | 3,389 | $462K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,382 | $462K |
| Earned Wealth Advisors, LLC | 0.03% | Add +11.3% | 3,286 | $448K |
| Ascentis Wealth Management, LLC | 0.09% | Add +0.1% | 3,271 | $446K |
| Exchange Traded Concepts, LLC | 0.00% | Add +26.9% | 3,268 | $446K |
| Versant Capital Management, Inc | 0.04% | Add +300.3% | 3,254 | $444K |
| Two Sigma Securities, LLC | 0.05% | Add +91.3% | 3,239 | $442K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 3,234 | $441K |
| Strathmore Capital Advisors, Inc. | 0.12% | Reduce -11.2% | 3,007 | $441K |
| Axq Capital, LP | 0.06% | New | 3,206 | $438K |
| Mutual Advisors, LLC | 0.01% | Add +0.4% | 3,195 | $436K |
| SYM FINANCIAL Corp | 0.04% | Reduce -0.3% | 3,195 | $436K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.0% | 3,185 | $435K |
| Shelton Capital Management | 0.01% | Reduce -4.3% | 3,178 | $434K |
| Kaufman Rossin Wealth, LLC | 0.25% | Reduce -16.7% | 3,176 | $433K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.18% | Add +1842.6% | 3,147 | $429K |
| Certuity, LLC | 0.03% | Add +81.2% | 3,098 | $423K |
| F/m Investments LLC | 0.03% | Reduce -89.6% | 3,074 | $420K |
| Allworth Financial LP | 0.00% | Add +9.0% | 3,048 | $416K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,022 | $412K |
| Kera Capital Partners, Inc. | 0.05% | Add +5.5% | 3,006 | $410K |
| Fiduciary Trust Co | 0.00% | No change | 3,005 | $410K |
| KBC Group NV | 0.00% | Add +9.2% | 3,002 | $410K |
| Leavell Investment Management, Inc. | 0.02% | No change | 3,000 | $409K |
| Rossby Financial, LCC | 0.09% | Add +9.2% | 2,983 | $408K |
| CIBC Asset Management Inc | 0.00% | No change | 2,970 | $405K |
| Argos Wealth Advisors, LLC | 0.12% | New | 2,969 | $405K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -1.3% | 2,961 | $404K |
| Concentric Capital Strategies, LP | 0.04% | New | 2,961 | $404K |
| Diversify Wealth Management, LLC | 0.01% | Add +105.2% | 2,860 | $399K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -24.1% | 2,922 | $399K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -19.1% | 2,908 | $397K |
| Atticus Wealth Management, LLC | 0.11% | Add +0.1% | 2,877 | $393K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -52.0% | 2,832 | $386K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -22.1% | 2,825 | $386K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 2,806 | $383K |
| North Dakota State Investment Board | 0.02% | Reduce -18.5% | 2,803 | $383K |
| Savant Capital, LLC | 0.00% | Add +78.3% | 2,790 | $381K |
| Harbour Investments, Inc. | 0.01% | Add +2.2% | 2,688 | $367K |
| Park Avenue Securities LLC | 0.00% | Add +7.3% | 2,680 | $366K |
| Summit Financial, LLC | 0.00% | Add +38.7% | 2,672 | $365K |
| Nilsine Partners, LLC | 0.03% | Reduce -1.6% | 2,472 | $364K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.4% | 2,647 | $361K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -10.4% | 2,591 | $354K |
| Ethic Inc. | 0.01% | Reduce -4.8% | 2,588 | $353K |
| Harbour Capital Advisors, LLC | 0.07% | No change | 2,375 | $352K |
| Fidelis Capital Partners, LLC | 0.02% | Add +1.1% | 2,556 | $349K |
| Arkadios Wealth Advisors | 0.01% | Add +8.6% | 2,543 | $347K |
| Marathon Capital Management | 0.08% | Add +22.2% | 2,535 | $346K |
| waypoint wealth counsel | 0.18% | Reduce -6.2% | 2,518 | $344K |
| Seeds Investor LLC | 0.05% | Reduce -1.2% | 2,394 | $340K |
| RFG Advisory, LLC | 0.01% | Reduce -0.1% | 2,487 | $339K |
| Disciplined Investors, L.L.C. | 0.20% | Add +0.7% | 2,487 | $339K |
| Florida Financial Advisors, LLC | 0.08% | New | 2,485 | $339K |
| Mirabella Financial Services LLP | 0.03% | Reduce -39.9% | 2,389 | $326K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.5% | 2,374 | $324K |
| Aviva PLC | 0.00% | Reduce -45.9% | 2,362 | $322K |
| Ballentine Partners, LLC | 0.00% | No change | 2,317 | $316K |
| Sivia Capital Partners, LLC | 0.06% | Reduce -66.0% | 2,313 | $316K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.3% | 2,311 | $315K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,290 | $313K |
| WINTON GROUP Ltd | 0.01% | New | 2,275 | $310K |
| Eventide Asset Management, LLC | 0.01% | Add +4.0% | 2,359 | $308K |
| STRS Ohio | 0.00% | Reduce -1.8% | 2,255 | $308K |
| Scientech Research LLC | 0.26% | New | 2,253 | $307K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,251 | $307K |
| Hickory Point Bank & Trust | 0.20% | Reduce -2.2% | 2,246 | $307K |
| Wbi Investments, LLC | 0.08% | Add +22.8% | 2,245 | $306K |
| Millington Securities, LLC | 0.08% | — | 2,245 | $306K |
| Ariadne Wealth Management, LP | 0.14% | Add +6.5% | 2,244 | $306K |
| Nomura Holdings Inc. | 0.00% | Reduce -48.8% | 2,236 | $305K |
| Red Door Wealth Management, LLC | 0.03% | New | 2,200 | $300K |
| Parcion Private Wealth LLC | 0.02% | Reduce -2.8% | 2,189 | $299K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.6% | 2,179 | $298K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.8% | 2,172 | $296K |
| PFG Private Wealth Management, LLC | 0.13% | Add +29.3% | 2,165 | $295K |
| Evoke Wealth, LLC | 0.01% | Reduce -17.9% | 2,146 | $293K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | Add +38.4% | 2,115 | $289K |
| Omnia Family Wealth, LLC | 0.09% | No change | 2,114 | $288K |
| Cercano Management LLC | 0.01% | No change | 2,107 | $288K |
| Private Trust Co. NA | 0.03% | Reduce -8.7% | 2,106 | $287K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.9% | 2,037 | $278K |
| Old Port Advisors | 0.06% | Add +3.0% | 2,036 | $278K |
| Pitcairn Wealth Advisors LLC | 0.03% | No change | 2,028 | $274K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -50.0% | 2,000 | $273K |
| Greenleaf Trust | 0.00% | Add +5.9% | 1,999 | $273K |
| Daymark Wealth Partners, LLC | 0.01% | Add +18.2% | 1,972 | $269K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 1,964 | $268K |
| AlphaCore Capital LLC | 0.01% | Add +22.9% | 1,961 | $268K |
| Financial Security Advisor, Inc. | 0.05% | Reduce -0.9% | 1,954 | $267K |
| Jacobi Capital Management LLC | 0.01% | No change | 1,952 | $266K |
| Ruffer LLP | 0.01% | New | 1,924 | $263K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | Reduce -6.0% | 1,920 | $262K |
| Tiemann Investment Advisors, LLC | 0.10% | Add +4.7% | 1,905 | $260K |
| Strategic Advisors LLC | 0.04% | No change | 1,900 | $259K |
| Daiwa Securities Group Inc. | 0.00% | New | 1,900 | $259K |
| Prelude Capital Management, LLC | 0.02% | Reduce -37.9% | 1,892 | $258K |
| Baron Wealth Management LLC | 0.08% | Add +12.5% | 1,880 | $257K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -5.1% | 1,865 | $255K |
| Wedbush Securities Inc. | 0.01% | No change | 1,864 | $254K |
| GTS Securities LLC | 0.01% | Reduce -84.5% | 1,847 | $252K |
| Quantum Private Wealth, LLC | 0.08% | No change | 1,843 | $252K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,839 | $251K |
| Eads & Heald Wealth Management | 0.12% | Reduce -7.8% | 1,812 | $247K |
| HUB Investment Partners, LLC | 0.01% | New | 1,812 | $247K |
| Montecito Bank & Trust | 0.04% | Reduce -9.6% | 1,806 | $246K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -12.9% | 1,757 | $246K |
| Journey Strategic Wealth LLC | 0.01% | Add +5.6% | 1,801 | $246K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.4% | 1,795 | $245K |
| Quent Capital, LLC | 0.02% | Reduce -1.2% | 1,792 | $245K |
| Kathmere Capital Management, LLC | 0.02% | New | 1,791 | $244K |
| Modera Wealth Management, LLC | 0.00% | Reduce -10.8% | 1,782 | $243K |
| Bessemer Group Inc. | 0.00% | Add +4.7% | 1,771 | $242K |
| Trajan Wealth LLC | 0.01% | Reduce -1.3% | 1,768 | $241K |
| Composition Wealth, LLC | 0.00% | Reduce -0.3% | 1,764 | $241K |
| Clearstead Advisors, LLC | 0.00% | Reduce -30.4% | 1,760 | $240K |
| Trust Point Inc. | 0.02% | Add +3.3% | 1,758 | $240K |
| Flputnam Investment Management Co. | 0.00% | Reduce -10.4% | 1,755 | $240K |
| Paragon Capital Management Ltd | 0.05% | Reduce -4.9% | 1,752 | $239K |
| Waddell & Associates, LLC | 0.01% | Reduce -4.0% | 1,746 | $238K |
| HM Payson & Co. | 0.00% | Reduce -1.4% | 1,735 | $237K |
| Tocqueville Asset Management L.P. | 0.00% | New | 1,729 | $236K |
| Sage Rhino Capital LLC | 0.04% | New | 1,727 | $236K |
| Roman Butler Fullerton & Co. | 0.06% | Add +0.2% | 1,693 | $236K |
| Profund Advisors LLC | 0.01% | Reduce -11.9% | 1,724 | $235K |
| Meeder Asset Management Inc. | 0.01% | Add +2196.0% | 1,722 | $235K |
| 111 Capital | 0.06% | New | 1,719 | $235K |
| Cinctive Capital Management LP | 0.02% | Reduce -81.9% | 1,711 | $234K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 1,700 | $232K |
| Lido Advisors, LLC | 0.00% | New | 1,693 | $231K |
| Northwest Wealth Management, LLC | 0.03% | No change | 1,689 | $230K |
| Abel Hall, LLC | 0.05% | New | 1,676 | $229K |
| DAVENPORT & Co LLC | 0.00% | Add +0.5% | 1,674 | $228K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,669 | $228K |
| Arax Advisory Partners | 0.01% | Add +125.4% | 1,668 | $228K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +26.1% | 1,632 | $223K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,628 | $222K |
| Frec Markets, Inc. | 0.04% | New | 1,626 | $222K |
| William Blair Investment Management, LLC | 0.00% | Add +2.5% | 1,617 | $221K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -5.9% | 1,600 | $218K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,600 | $218K |
| Portside Wealth Group, LLC | 0.03% | New | 1,586 | $216K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,585 | $216K |
| Diligent Investors, LLC | 0.05% | No change | 1,555 | $212K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,543 | $211K |
| AlphaGrep UK Ltd | 0.06% | Reduce -60.8% | 1,543 | $211K |
| Lazari Capital Management, Inc. | 0.07% | New | 1,514 | $207K |
| Brown Miller Wealth Management, LLC | 0.06% | No change | 1,500 | $205K |
| Toronto Dominion Bank | 0.00% | Reduce -99.3% | 1,491 | $203K |
| Poinciana Advisors Group, LLC | 0.16% | New | 1,470 | $201K |
| Bailard, Inc. | 0.00% | New | 1,466 | $200K |
| Signaturefd, LLC | 0.00% | Add +14.1% | 1,401 | $191K |
| UMB Bank, n.a. | 0.00% | Add +7.7% | 1,322 | $180K |
| PEAK6 LLC | 0.01% | Reduce -75.7% | 1,290 | $176K |
| True Wealth Design, LLC | 0.05% | Add +2.8% | 1,258 | $172K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -14.8% | 1,221 | $167K |
| Western Pacific Wealth Management, LP | 0.17% | No change | 1,220 | $166K |
| Greykasell Wealth Strategies, Inc. | 0.06% | No change | 1,177 | $161K |
| Navigoe, LLC | 0.09% | No change | 1,171 | $159K |
| TopTier Wealth Management, LLC | 0.09% | New | 1,092 | $149K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,066 | $145K |
| Larson Financial Group LLC | 0.00% | Add +27.9% | 1,065 | $145K |
| Bokf, NA | 0.00% | Add +0.2% | 958 | $131K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 900 | $123K |
| Spirit of America Management Corp. | 0.02% | No change | 875 | $119K |
| Curat Global, LLC | 0.11% | No change | 800 | $109K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 700 | $95K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 902 | $95K |
| Vanguard National Trust Co | 0.01% | — | 680 | $93K |
| Spire Wealth Management | 0.00% | Add +66.2% | 668 | $91K |
| SRH Advisors, LLC | 0.03% | Reduce -53.7% | 650 | $89K |
| Salem Investment Counselors Inc. | 0.00% | New | 650 | $89K |
| J.Safra Asset Management Corp | 0.00% | No change | 640 | $87K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -80.7% | 600 | $82K |
| Global Trust Asset Management, LLC | 0.03% | No change | 546 | $75K |
| 1620 Investment Advisors, Inc. | 0.05% | No change | 532 | $73K |
| CDKV Holdings LLC | 0.06% | No change | 500 | $68K |
| Global Assets Advisory, LLC | 0.02% | New | 491 | $67K |
| Bayforest Capital Ltd | 0.07% | Add +50.3% | 487 | $66K |
| Fulcrum Asset Management LLP | 0.01% | No change | 487 | $64K |
| Root Financial Partners, LLC | 0.00% | Add +13.4% | 441 | $60K |
| Wellington-Altus USA Inc. | 0.03% | No change | 358 | $59K |
| Morse Asset Management, Inc | 0.01% | Add +0.5% | 422 | $58K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 405 | $57K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -5.7% | 415 | $57K |
| Operose Advisors LLC | 0.01% | No change | 398 | $54K |
| Rothschild Investment LLC | 0.00% | Add +7.1% | 391 | $53K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +83.1% | 379 | $52K |
| Nova Wealth Management, Inc. | 0.03% | No change | 377 | $51K |
| Smartleaf Asset Management LLC | 0.00% | Add +27.3% | 392 | $51K |
| Leonteq Securities AG | 0.00% | Reduce -7.2% | 372 | $51K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -59.4% | 338 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.8% | 337 | $46K |
| Caitlin John, LLC | 0.03% | Reduce -1.5% | 320 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 315 | $43K |
| Ancora Advisors LLC | 0.00% | Add +55.5% | 311 | $42K |
| Covestor Ltd | 0.03% | Reduce -31.1% | 305 | $42K |
| Macquarie Group Ltd. | 0.00% | New | 297 | $41K |
| CVA Family Office, LLC | 0.00% | Add +126.2% | 294 | $40K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 280 | $38K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 271 | $37K |
| Smithfield Trust Co | 0.00% | No change | 260 | $35K |
| Mather Group, Llc. | 0.00% | New | 256 | $35K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 250 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 250 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Add +11.2% | 238 | $32K |
| Lanark Financial, Inc. | 0.00% | Add +2.6% | 238 | $32K |
| Quarry LP | 0.01% | Reduce -26.6% | 237 | $32K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 233 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -41.0% | 214 | $29K |
| Pinnacle Holdings, LLC | 0.01% | No change | 200 | $27K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.7% | 198 | $27K |
| Wiser Advisor Group LLC | 0.03% | No change | 196 | $27K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 190 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +65.5% | 187 | $26K |
| GW&K Investment Management, LLC | 0.00% | No change | 182 | $25K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 173 | $24K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 172 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +66.0% | 166 | $23K |
| Colonial Trust Advisors | 0.00% | Reduce -19.0% | 166 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.9% | 161 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 160 | $22K |
| Marshall Investment Management, LLC | 0.01% | New | 155 | $21K |
| SouthState Bank Corp | 0.00% | No change | 155 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 150 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | Add +7.7% | 140 | $19K |
| Peregrine Capital Management LLC | 0.00% | No change | 140 | $19K |
| Destiny Wealth Partners, LLC | 0.00% | New | 135 | $18K |
| Kozak & Associates, Inc. | 0.00% | No change | 130 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +13.0% | 130 | $18K |
| NFSG Corp | 0.00% | No change | 127 | $17K |
| Sound Income Strategies, LLC | 0.00% | Reduce -23.4% | 121 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 121 | $17K |
| Fortitude Family Office, LLC | 0.00% | Add +50.7% | 113 | $15K |
| Friedenthal Financial | 0.01% | No change | 109 | $15K |
| Rakuten Securities, Inc. | 0.01% | Reduce -83.7% | 108 | $15K |
| Aquatic Capital Management LLC | 0.00% | New | 108 | $15K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -39.0% | 100 | $14K |
| Danske Bank A/S | 0.00% | Reduce -92.3% | 100 | $14K |
| JPL Wealth Management, LLC | 0.00% | New | 96 | $13K |
| Investors Research Corp | 0.00% | No change | 93 | $13K |
| SWAN Capital LLC | 0.00% | New | 90 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 90 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -1.1% | 87 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 75 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 70 | $10K |
| Country Trust Bank | 0.00% | No change | 70 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | Add +3.0% | 68 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 67 | $9K |
| Dogwood Wealth Management LLC | 0.00% | No change | 63 | $9K |
| Clearstead Trust, LLC | 0.00% | Add +56.4% | 61 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +7.1% | 60 | $8K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 59 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $8K |
| LGT Financial Advisors LLC | 0.04% | Add +1.9% | 55 | $7K |
| International Assets Investment Management, LLC | 0.00% | Reduce -16.9% | 54 | $7K |
| Tiaa Trust, National Association | 0.00% | New | 54 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 50 | $7K |
| Hughes Financial Services, LLC | 0.00% | No change | 50 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 48 | $7K |
| Bogart Wealth, LLC | 0.00% | Reduce -9.4% | 48 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -2.1% | 47 | $6K |
| Focused Wealth Management, Inc | 0.00% | New | 47 | $6K |
| First Horizon Corp. | 0.00% | Add +74.1% | 47 | $6K |
| EFG International AG | 0.00% | New | 47 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 46 | $6K |
| Huntington National Bank | 0.00% | Add +206.7% | 46 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 45 | $6K |
| Avion Wealth | 0.00% | Add +7.0% | 46 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Add +4.9% | 43 | $6K |
| Red Tortoise LLC | 0.00% | No change | 43 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 43 | $6K |
| Sachetta, LLC | 0.00% | Add +121.0% | 42 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 38 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +111.1% | 38 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -54.0% | 35 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +12.5% | 36 | $5K |
| Crews Bank & Trust | 0.00% | No change | 35 | $5K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 35 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +14.8% | 31 | $4K |
| REAP Financial Group, LLC | 0.00% | New | 30 | $4K |
| Gables Capital Management Inc. | 0.00% | No change | 29 | $4K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -6.7% | 28 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +1250.0% | 27 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Add +92.9% | 27 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +42.1% | 27 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +9.1% | 24 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Add +283.3% | 23 | $3K |
| Addison Advisors LLC | 0.00% | No change | 23 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -44.7% | 21 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +320.0% | 21 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +90.9% | 21 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 20 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 20 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 19 | $3K |
| Signature Equity Partners, LLC | 0.00% | No change | 19 | $3K |
| Cromwell Holdings LLC | 0.00% | No change | 16 | $2K |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 15 | $2K |
| First Pacific Financial | 0.00% | New | 13 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 13 | $2K |
| Silicon Valley Capital Partners | 0.00% | New | 13 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 13 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 12 | $2K |
| MCF Advisors LLC | 0.00% | New | 12 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 11 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 11 | $2K |
| Kilter Group LLC | 0.00% | No change | 11 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 11 | $2K |
| Stone House Investment Management, LLC | 0.00% | No change | 11 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | New | 10 | $1K |
| Abound Wealth Management | 0.00% | No change | 10 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 10 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 9 | $1K |
| WealthCollab, LLC | 0.00% | No change | 9 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 9 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 9 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 8 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 8 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 7 | $956 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $955 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 6 | $819 |
| Zions Bancorporation, National Association | 0.00% | New | 6 | $819 |
| Quaker Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $683 |
| MV Capital Management, Inc. | 0.00% | Reduce -16.7% | 5 | $683 |
| Nemes Rush Group LLC | 0.00% | No change | 5 | $682 |
| CoreCap Advisors, LLC | 0.00% | Add +66.7% | 5 | $682 |
| 1015 Capital Partners, LLC | 0.00% | No change | 4 | $546 |
| American Capital Advisory, LLC | 0.00% | Reduce -42.9% | 4 | $546 |
| Highline Wealth Partners LLC | 0.00% | New | 4 | $546 |
| USA Financial Formulas | 0.00% | No change | 3 | $409 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $273 |
| Toth Financial Advisory Corp. | 0.00% | No change | 1 | $137 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $135 |
"% of holder's portfolio" is TOL's weight in each manager's 13F, not the share of Toll Brothers Inc. the manager owns.