Toll BrothersTOL
13F holders, Q2 2026 (June 30)808holders +23
118new positions
94sold out
10famous investors
$164.37avg. 13F price*
At the end of Q2 2026, 808 institutions reported holding Toll Brothers Inc. (TOL) in their 13F filings, up 23 from Q1 2026. 118 opened new positions and 94 sold out. The largest holders were BlackRock, Inc. ($1.6B), Greenhaven Associates Inc. ($927.6M) and Capital World Investors ($865.3M). 10 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Toll Brothers Inc.
- CUSIP
- 889478103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $319.7M |
| Exits | 94 | $286.3M |
All 13F filers, Q1 2026 → Q2 2026: 8,481,614 shares bought and 6,423,793 shares sold, net +2,057,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 808 holders
| BlackRock, Inc. | 0.02% | Reduce -1.7% | 9,776,609 | $1.6B |
| Greenhaven Associates Inc. | 10.71% | Reduce -0.3% | 5,630,109 | $927.6M |
| Capital World Investors | 0.10% | Add +0.8% | 5,252,278 | $865.3M |
| Vanguard Capital Management LLC | 0.02% | Add +0.9% | 4,291,127 | $707.0M |
| Vanguard Portfolio Management LLC | 0.03% | Add +0.1% | 4,174,405 | $687.7M |
| FMR LLC | 0.03% | Add +17.3% | 4,111,225 | $677.3M |
| State Street Corp. | 0.02% | Add +4.3% | 3,505,828 | $577.6M |
| Dimensional Fund Advisors LP | 0.09% | Add +3.9% | 3,106,991 | $511.9M |
| Geode Capital Management, LLC | 0.02% | Add +4.7% | 2,490,850 | $410.4M |
| T. Rowe Price Associates Inc. | 0.03% | Add +382.3% | 1,894,554 | $312.1M |
| AQR Capital Management | 0.09% | Reduce -8.4% | 1,617,618 | $265.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +10.1% | 1,470,543 | $242.3M |
| Jennison Associates LLC | 0.14% | Add +0.1% | 1,420,703 | $234.1M |
| Holocene Advisors, LP | 0.50% | Add +25.6% | 1,331,245 | $219.3M |
| Norges Bank | 0.02% | — | 1,188,342 | $195.8M |
| Morgan Stanley | 0.01% | Reduce -9.2% | 1,156,108 | $190.5M |
| Victory Capital Management Inc. | 0.10% | Add +46.8% | 1,119,309 | $184.4M |
| JPMorgan Chase & Co. | 0.01% | Add +101.8% | 1,080,884 | $178.9M |
| Baron Capital (BAMCO) | 0.25% | Add +8.3% | 1,009,102 | $166.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.1% | 1,000,326 | $164.8M |
| Northern Trust Corp. | 0.02% | Add +0.9% | 863,447 | $142.3M |
| LSV Asset Management | 0.25% | Add +0.5% | 823,259 | $135.6M |
| First Trust Advisors LP | 0.08% | Add +37.1% | 820,066 | $135.1M |
| Bank of America Corp. | 0.01% | Add +1.7% | 764,261 | $125.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 736,546 | $121.3M |
| Citadel Advisors | 0.07% | Reduce -36.4% | 720,696 | $118.7M |
| UBS Group AG | 0.02% | Add +56.4% | 698,364 | $115.1M |
| Millennium Management | 0.08% | Reduce -18.0% | 667,501 | $110.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +2.0% | 599,434 | $98.8M |
| Jupiter Topco LLC | 0.04% | — | 537,935 | $88.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.7% | 514,471 | $84.8M |
| Two Sigma Investments, LP | 0.06% | Add +8.0% | 486,199 | $80.1M |
| Zurich Insurance Group Ltd | 0.53% | New | 460,235 | $75.8M |
| Invesco Ltd. | 0.01% | Reduce -1.4% | 401,260 | $66.1M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +18.2% | 390,000 | $64.3M |
| Wells Fargo & Company | 0.01% | Add +9.4% | 370,653 | $61.1M |
| Marshall Wace, LLP | 0.05% | Add +60.0% | 353,898 | $58.3M |
| Quantinno Capital Management LP | 0.07% | Reduce -31.8% | 339,368 | $55.9M |
| Milford Funds Ltd. | 0.90% | Reduce -5.4% | 335,735 | $55.3M |
| Walleye Capital LLC | 0.29% | Reduce -14.5% | 334,325 | $55.1M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 319,146 | $52.6M |
| Anchor Capital Advisors LLC | 1.46% | Reduce -3.7% | 315,103 | $51.9M |
| Pacer Advisors, Inc. | 0.13% | Reduce -28.4% | 308,236 | $50.8M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -64.4% | 287,889 | $47.4M |
| Basswood Capital Management, L.L.C. | 2.01% | No change | 284,288 | $46.8M |
| Caisse de depot et placement du Quebec | 0.07% | Add +122.9% | 282,814 | $46.6M |
| Prudential Financial Inc. | 0.05% | Add +137.8% | 282,504 | $46.5M |
| iA Global Asset Management Inc. | 0.53% | New | 271,298 | $44.7M |
| Vaughan Nelson Investment Management, L.P. | 0.39% | Add +0.9% | 270,691 | $44.6M |
| Pictet Asset Management Holding SA | 0.04% | Add +18.0% | 267,602 | $44.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.9% | 265,254 | $43.7M |
| Rhumbline Advisers | 0.03% | Reduce -1.2% | 253,431 | $41.8M |
| Ceredex Value Advisors LLC | 1.04% | New | 224,656 | $37.0M |
| Allianz Asset Management GmbH | 0.03% | Add +4.0% | 215,841 | $35.6M |
| Barclays PLC | 0.01% | Reduce -0.6% | 215,378 | $35.5M |
| Principal Financial Group Inc. | 0.02% | Add +1.7% | 215,018 | $35.4M |
| Nuveen, LLC | 0.01% | Add +3.2% | 208,501 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +3.6% | 248,405 | $33.6M |
| Retirement Systems of Alabama | 0.10% | Reduce -8.4% | 197,275 | $32.5M |
| California Public Employees Retirement System | 0.02% | Reduce -2.0% | 197,275 | $32.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.35% | Reduce -2.5% | 194,300 | $32.0M |
| Swiss National Bank | 0.02% | Add +1.2% | 190,100 | $31.3M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -40.8% | 183,005 | $30.2M |
| Verition Fund Management LLC | 0.23% | Add +92.6% | 182,257 | $30.0M |
| Assetmark, Inc. | 0.05% | Reduce -6.0% | 179,605 | $29.6M |
| Franklin Resources Inc. | 0.01% | Add +8.3% | 176,784 | $29.1M |
| Amundi | 0.01% | Add +138.4% | 174,655 | $28.8M |
| Ameriprise Financial Inc. | 0.01% | Add +4.4% | 174,422 | $28.7M |
| BNP Paribas Financial Markets | 0.01% | Add +42.9% | 161,475 | $26.6M |
| American Century Companies Inc. | 0.01% | Add +1.4% | 160,886 | $26.5M |
| Rafferty Asset Management, LLC | 0.06% | Add +16.4% | 158,326 | $26.1M |
| Citigroup Inc. | 0.01% | Add +26.1% | 156,608 | $25.8M |
| Nomura Asset Management International Inc. | 0.04% | Add +12.7% | 145,110 | $23.9M |
| Gateway Investment Advisers LLC | 0.23% | Add +18.8% | 140,680 | $23.2M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 139,116 | $22.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -41.8% | 132,244 | $21.8M |
| Ieq Capital, LLC | 0.10% | Reduce -19.8% | 128,217 | $21.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +25.2% | 125,226 | $20.6M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -75.1% | 119,287 | $19.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 118,527 | $19.5M |
| Sone Capital Management, LLC | 1.44% | New | 114,762 | $18.9M |
| GDS Wealth Management | 0.89% | Add +11.1% | 112,951 | $18.6M |
| State of Wisconsin Investment Board | 0.04% | Add +5.3% | 112,639 | $18.6M |
| SummitTX Capital, L.P. | 0.48% | New | 110,615 | $18.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -5.0% | 110,007 | $18.1M |
| Viking Global Investors | 0.05% | New | 109,856 | $18.1M |
| California State Teachers Retirement System | 0.02% | Reduce -1.6% | 108,808 | $17.9M |
| LPL Financial LLC | 0.00% | Add +12.4% | 108,383 | $17.9M |
| Distillate Capital Partners LLC | 0.93% | Add +0.5% | 108,129 | $17.8M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +51.4% | 107,253 | $17.7M |
| Lyell Wealth Management, LP | 1.07% | Add +5.6% | 105,787 | $17.4M |
| Gotham Asset Management | 0.04% | Reduce -3.5% | 104,942 | $17.3M |
| Baird Financial Group, Inc. | 0.02% | New | 103,709 | $17.1M |
| Captrust Financial Advisors | 0.03% | Add +1.9% | 99,369 | $16.4M |
| Empowered Funds, LLC | 0.09% | Reduce -46.8% | 98,473 | $16.2M |
| National Bank of Canada | 0.01% | Add +1.8% | 97,442 | $16.0M |
| Capital Fund Management S.A. | 0.11% | Add +81.5% | 97,211 | $16.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.9% | 115,949 | $15.8M |
| De Lisle Partners LLP | 1.71% | No change | 95,000 | $15.7M |
| Junto Capital Management LP | 0.29% | Reduce -76.2% | 93,708 | $15.4M |
| Bank of Nova Scotia | 0.02% | Add +1652.3% | 93,433 | $15.4M |
| Public Employees Retirement Association of Colorado | 0.05% | Add +23.6% | 92,149 | $15.2M |
| HSBC Holdings PLC | 0.01% | Add +160.3% | 92,093 | $15.1M |
| Riverstone Advisors, LLC | 6.21% | Reduce -0.7% | 90,966 | $15.0M |
| Davis R M Inc. | 0.24% | Reduce -7.2% | 90,916 | $15.0M |
| Kettle Hill Capital Management, LLC | 3.68% | Add +13.1% | 90,764 | $15.0M |
| Wedgewood Partners Inc. | 3.08% | Add +2.6% | 90,562 | $14.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +5.0% | 90,388 | $14.9M |
| Hancock Whitney Corp. | 0.25% | Add +89.8% | 90,101 | $14.8M |
| Moran Wealth Management, LLC | 0.41% | Add +0.6% | 89,996 | $14.8M |
| Edgestream Partners, L.P. | 0.44% | Add +48.3% | 89,274 | $14.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +3.2% | 82,893 | $13.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +0.7% | 81,551 | $13.4M |
| RBF Capital, LLC | 0.56% | No change | 80,500 | $13.3M |
| Van Eck Associates Corp. | 0.01% | Add +3.1% | 80,145 | $13.2M |
| NFC Investments, LLC | 3.34% | Add +0.8% | 79,764 | $13.1M |
| MetLife Investment Management, LLC | 0.06% | Reduce -0.1% | 79,476 | $13.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 76,400 | $12.6M |
| Tower Bridge Advisors | 1.11% | Reduce -0.9% | 74,881 | $12.3M |
| Focus Partners Wealth | 0.01% | Reduce -14.6% | 73,587 | $12.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -1.2% | 73,371 | $12.1M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -7.9% | 70,100 | $11.5M |
| Shellback Capital, LP | 1.01% | Add +133.3% | 70,000 | $11.5M |
| Waverly Advisors, LLC | 0.07% | Add +76.8% | 69,147 | $11.4M |
| Interval Partners, LP | 0.36% | New | 68,907 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.0% | 66,814 | $11.0M |
| Natixis Advisors, LLC | 0.01% | Add +4.2% | 66,793 | $11.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Add +0.1% | 66,467 | $10.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +2.1% | 65,882 | $10.9M |
| Cerity Partners LLC | 0.01% | Reduce -17.0% | 64,376 | $10.6M |
| Susquehanna International Group, LLP | 0.01% | Add +43.9% | 63,944 | $10.5M |
| Hook Mill Capital Partners, LP | 0.97% | Add +10.3% | 63,367 | $10.4M |
| Corient Private Wealth LP | 0.01% | Reduce -49.8% | 62,562 | $10.3M |
| Teacher Retirement System of Texas | 0.03% | Reduce -1.6% | 62,270 | $10.3M |
| Annex Advisory Services, LLC | 0.17% | Add +32.4% | 60,662 | $10.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +21.8% | 60,579 | $10.0M |
| Cambria Investment Management, L.P. | 0.48% | Reduce -13.6% | 58,308 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +27.8% | 58,299 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -26.0% | 60,505 | $9.5M |
| Sei Investments Co. | 0.01% | Add +42.7% | 57,211 | $9.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.6% | 56,038 | $9.2M |
| Neuberger Berman Group LLC | 0.01% | Add +0.4% | 55,940 | $9.2M |
| Horizon Investments, LLC | 0.10% | Reduce -18.5% | 56,016 | $9.2M |
| Schroder Investment Management Group | 0.01% | Add +905.5% | 54,318 | $9.0M |
| Lighthouse Investment Partners, LLC | 0.27% | Reduce -35.7% | 52,133 | $8.6M |
| Vest Financial, LLC | 0.09% | Add +38.3% | 50,774 | $8.4M |
| Infrastructure Capital Advisors, LLC | 1.14% | Add +62.3% | 50,674 | $8.3M |
| Ritholtz Wealth Management | 0.12% | Add +54.9% | 49,900 | $8.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.2% | 49,139 | $8.1M |
| Highland Capital Management, LLC | 0.37% | Reduce -0.3% | 48,830 | $8.0M |
| Alps Advisors Inc. | 0.04% | Add +2.9% | 47,406 | $7.8M |
| Mutual of America Capital Management LLC | 0.07% | Add +15.6% | 46,339 | $7.6M |
| Whittier Trust Co. | 0.07% | Reduce -0.7% | 48,817 | $7.6M |
| Glenmede Trust Co. NA | 0.03% | Add +9.5% | 45,863 | $7.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.7% | 45,429 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.7% | 45,296 | $7.5M |
| Arax Advisory Partners | 0.05% | Add +2606.9% | 45,152 | $7.4M |
| Cannell & Spears LLC | 0.13% | Add +0.6% | 45,135 | $7.4M |
| SlateStone Wealth, LLC | 0.57% | Add +2.7% | 45,098 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.2% | 43,833 | $7.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +8.2% | 43,664 | $7.2M |
| Longaeva Partners L.P. | 0.21% | New | 43,234 | $7.1M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +5.4% | 42,926 | $7.1M |
| Amalgamated Bank | 0.05% | Reduce -4.0% | 42,102 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -6.8% | 41,015 | $6.8M |
| Capital International, Inc. | 0.05% | No change | 40,452 | $6.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.8% | 40,288 | $6.6M |
| FIL Ltd | 0.00% | Add +17.4% | 40,284 | $6.6M |
| GAMCO Investors | 0.06% | No change | 38,377 | $6.3M |
| Creative Planning | 0.00% | Add +0.5% | 38,226 | $6.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -1.8% | 37,134 | $6.1M |
| Deutsche Bank AG | 0.00% | Add +21.1% | 36,940 | $6.1M |
| Dana Investment Advisors, Inc. | 0.16% | New | 36,290 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +3.6% | 35,956 | $5.9M |
| Advisors Capital Management, LLC | 0.06% | Reduce -2.4% | 35,641 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 34,703 | $5.7M |
| Voya Investment Management LLC | 0.01% | Add +49.8% | 34,205 | $5.6M |
| Burney Co./ | 0.15% | Reduce -1.7% | 34,071 | $5.6M |
| BLB&B Advisors, LLC | 0.20% | Add +0.0% | 33,447 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -44.4% | 32,710 | $5.4M |
| Kornitzer Capital Management Inc. | 0.11% | New | 32,242 | $5.3M |
| Mitchell Capital Management Co. | 0.80% | Reduce -1.5% | 32,032 | $5.3M |
| Evolve Private Wealth, LLC | 0.32% | Reduce -1.7% | 32,003 | $5.3M |
| Graham Capital Management, L.P. | 0.20% | Add +90.3% | 32,000 | $5.3M |
| TCW Group Inc. | 0.03% | Add +12.5% | 30,847 | $5.1M |
| Advisory Services Network, LLC | 0.06% | Add +0.5% | 30,373 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 30,147 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +5.5% | 29,307 | $4.8M |
| Emerald Investment Advisers, LLC | 0.32% | Add +7.7% | 29,270 | $4.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 29,200 | $4.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.8% | 29,189 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +9.9% | 28,848 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -4.5% | 28,306 | $4.7M |
| Regal Investment Advisors LLC | 0.24% | Reduce -2.7% | 28,279 | $4.7M |
| Louisiana State Employees Retirement System | 0.07% | Add +0.7% | 27,700 | $4.6M |
| Yousif Capital Management, LLC | 0.05% | Reduce -6.2% | 27,594 | $4.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +29.9% | 27,403 | $4.5M |
| Intech Investment Management LLC | 0.04% | Add +4.7% | 27,372 | $4.5M |
| Mariner, LLC | 0.00% | Add +55.5% | 26,590 | $4.4M |
| Summit Financial, LLC | 0.05% | Add +893.1% | 26,535 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 26,253 | $4.3M |
| Fifth Third Bancorp | 0.01% | Reduce -7.5% | 26,245 | $4.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1502.9% | 26,159 | $4.3M |
| Arizona State Retirement System | 0.02% | Add +0.2% | 26,132 | $4.3M |
| Trail Ridge Investment Advisors, LLC | 1.81% | Reduce -0.7% | 25,963 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.1% | 25,689 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +5.5% | 25,120 | $4.1M |
| KLP Kapitalforvaltning As | 0.01% | No change | 25,000 | $4.1M |
| Laurion Capital Management LP | 0.30% | No change | 24,318 | $4.0M |
| Bridgewater Associates | 0.02% | Reduce -88.8% | 24,255 | $4.0M |
| Steamboat Capital Partners, LLC | 0.85% | New | 24,135 | $4.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 24,091 | $4.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +4.5% | 23,975 | $3.9M |
| Capital Management Corp. | 0.59% | Reduce -4.0% | 23,835 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -0.1% | 23,477 | $3.9M |
| AE Wealth Management LLC | 0.02% | Add +11.3% | 23,409 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 23,186 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +74.9% | 23,156 | $3.8M |
| Merit Financial Group, LLC | 0.02% | Add +1.4% | 23,114 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +0.8% | 25,028 | $3.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -4.5% | 22,673 | $3.7M |
| Riggs Asset Managment Co. Inc. | 0.66% | New | 22,281 | $3.7M |
| State of Michigan Retirement System | 0.02% | Reduce -3.1% | 22,126 | $3.6M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +1.1% | 24,071 | $3.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -7.0% | 21,554 | $3.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.4% | 21,304 | $3.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | No change | 21,200 | $3.5M |
| New Mexico Educational Retirement Board | 0.09% | No change | 21,000 | $3.5M |
| Gardner Lewis Asset Management L P | 0.77% | No change | 20,953 | $3.5M |
| University of Texas/Texas Am Investment Management Co. | 0.40% | Add +118.7% | 20,906 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.33% | Add +3.5% | 20,409 | $3.4M |
| Blair William & Co. | 0.01% | Add +31.7% | 20,224 | $3.3M |
| Investment House LLC | 0.15% | Reduce -48.0% | 19,581 | $3.2M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.8% | 19,573 | $3.2M |
| Bank Ozk | 0.95% | Add +7.3% | 19,500 | $3.2M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -2.1% | 19,211 | $3.2M |
| Hager Investment Management Services, LLC | 1.45% | Add +4.2% | 19,163 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -1.0% | 19,153 | $3.2M |
| Stamos Capital Partners, L.P. | 0.48% | Add +6.8% | 19,135 | $3.2M |
| Vident Advisory, LLC | 0.02% | Add +15.6% | 19,102 | $3.1M |
| FJ Capital Management LLC | 0.41% | Add +60.4% | 19,047 | $3.1M |
| OMC Financial Services LTD | 1.03% | Reduce -0.2% | 18,878 | $3.1M |
| Soltis Investment Advisors LLC | 0.17% | Add +8.5% | 18,408 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +14.3% | 18,216 | $3.0M |
| Gabelli Funds LLC | 0.02% | No change | 18,200 | $3.0M |
| Shariaportfolio, Inc. | 1.06% | Add +1.7% | 18,156 | $3.0M |
| JT Stratford LLC | 0.33% | Add +2.8% | 18,117 | $3.0M |
| Boothbay Fund Management, LLC | 0.06% | Add +10.6% | 18,102 | $3.0M |
| First Business Financial Services, Inc. | 0.23% | Add +6.5% | 18,086 | $3.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -50.9% | 17,794 | $2.9M |
| Old National Bancorp | 0.06% | Reduce -34.7% | 17,727 | $2.9M |
| Opinicus Capital, Inc. | 1.54% | Reduce -0.9% | 17,462 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.08% | No change | 17,455 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +205.4% | 17,198 | $2.8M |
| GoodHaven Capital Management, LLC | 0.89% | No change | 16,969 | $2.8M |
| Castleark Management LLC | 0.07% | Reduce -67.8% | 16,573 | $2.7M |
| GMO | 0.01% | Add +31.4% | 16,339 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -25.4% | 15,934 | $2.6M |
| Waratah Capital Advisors Ltd. | 0.20% | New | 15,668 | $2.6M |
| Summit Place Financial Advisors, LLC | 1.09% | Add +5.6% | 15,115 | $2.5M |
| Byrne Asset Management LLC | 1.36% | Reduce -5.9% | 15,046 | $2.5M |
| Caldwell Trust Co | 0.20% | Add +6.5% | 14,891 | $2.5M |
| South Dakota Investment Council | 0.04% | Reduce -3.0% | 14,772 | $2.4M |
| XTX Topco Ltd | 0.03% | Reduce -74.9% | 14,715 | $2.4M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -4.0% | 14,370 | $2.4M |
| Utah Retirement Systems | 0.02% | Reduce -7.7% | 14,309 | $2.4M |
| Great Lakes Retirement, Inc. | 0.21% | Add +1.6% | 14,054 | $2.3M |
| Tudor Investment Corporation | 0.01% | Add +79.8% | 13,896 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -3.4% | 14,532 | $2.3M |
| Redwood Investment Management, LLC | 0.22% | New | 13,746 | $2.3M |
| Gsa Capital Partners LLP | 0.14% | Add +2.8% | 13,114 | $2.2M |
| Clear Harbor Asset Management, LLC | 0.13% | Reduce -1.3% | 12,854 | $2.1M |
| Polianta Ltd | 0.25% | Add +15.7% | 12,500 | $2.1M |
| Guggenheim Capital LLC | 0.01% | New | 12,380 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +6.5% | 12,192 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 11,916 | $2.0M |
| QRG Capital Management, Inc. | 0.02% | Add +9.8% | 11,858 | $2.0M |
| Revolve Wealth Partners, LLC | 0.20% | Add +0.3% | 11,828 | $1.9M |
| Cypress Capital, LLC | 0.52% | New | 11,569 | $1.9M |
| Xponance LLC | 0.01% | Reduce -1.1% | 11,551 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -16.5% | 11,528 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +1.7% | 11,514 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +18.7% | 11,467 | $1.9M |
| Nordea Investment Management AB | 0.00% | New | 11,202 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -81.4% | 11,148 | $1.8M |
| Outfitters Financial LLC | 1.28% | Reduce -0.1% | 11,040 | $1.8M |
| &partners | 0.01% | Add +51.9% | 10,442 | $1.7M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -0.3% | 10,526 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.1% | 10,455 | $1.7M |
| MRP Capital Investments, LLC | 1.26% | Add +3.5% | 10,339 | $1.7M |
| Proficio Capital Partners LLC | 0.06% | Add +21.3% | 10,182 | $1.7M |
| Integrity Alliance, Llc. | 0.05% | Add +5.0% | 10,117 | $1.7M |
| Ostrum Asset Management | 0.08% | Add +11.5% | 10,070 | $1.7M |
| Game Creek Capital, LP | 0.71% | Add +100.0% | 10,000 | $1.6M |
| Mariner Investment Group LLC | 0.61% | New | 10,000 | $1.6M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.08% | No change | 10,000 | $1.6M |
| Brighton Jones LLC | 0.03% | Add +3.3% | 9,867 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 9,686 | $1.6M |
| Moody Aldrich Partners LLC | 0.29% | No change | 9,658 | $1.6M |
| Vise Technologies, Inc. | 0.02% | Add +57.1% | 9,590 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.4% | 9,280 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +20.4% | 9,176 | $1.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -53.0% | 9,173 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +1.5% | 9,132 | $1.5M |
| MAI Capital Management | 0.01% | Add +45.3% | 9,029 | $1.5M |
| Sivia Capital Partners, LLC | 0.18% | Add +288.8% | 8,992 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -23.2% | 8,989 | $1.5M |
| McLaughlin Asset Management, Inc. | 1.01% | Add +0.5% | 8,833 | $1.5M |
| Vestcor Inc | 0.04% | No change | 8,763 | $1.4M |
| Allstate Corp. | 0.01% | New | 8,760 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +14.0% | 8,695 | $1.4M |
| Callan Family Office, LLC | 0.03% | Add +4.1% | 8,685 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.0% | 8,575 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.1% | 8,481 | $1.4M |
| Hilltop National Bank | 0.29% | Reduce -0.5% | 8,373 | $1.4M |
| Convergence Investment Partners, LLC | 0.13% | New | 8,263 | $1.4M |
| Sandler Capital Management | 0.80% | New | 8,172 | $1.3M |
| Jamison Private Wealth Management, Inc. | 0.14% | Add +10.9% | 8,168 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +37.6% | 8,155 | $1.3M |
| Hillsdale Investment Management Inc. | 0.03% | Add +5.1% | 8,090 | $1.3M |
| Voleon Capital Management LP | 0.02% | New | 8,054 | $1.3M |
| Old North State Trust, LLC | 0.68% | Add +3.3% | 8,044 | $1.3M |
| Buckland Partners Management Co LLC | 0.65% | No change | 8,000 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Reduce -2.4% | 7,941 | $1.3M |
| Delphi Management Inc. | 1.27% | Add +0.3% | 7,915 | $1.3M |
| Aviance Capital Partners, LLC | 0.14% | Reduce -7.1% | 7,909 | $1.3M |
| Krilogy Financial LLC | 0.04% | Reduce -0.1% | 7,855 | $1.3M |
| Wincap Financial LLC | 0.70% | Add +8.4% | 7,838 | $1.3M |
| One Wealth Advisors, LLC | 0.14% | Add +0.4% | 7,831 | $1.3M |
| Brown, Lisle/Cummings, Inc. | 0.29% | Add +3.0% | 7,825 | $1.3M |
| US Bancorp \de | 0.00% | Add +4.4% | 7,821 | $1.3M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.1% | 7,218 | $1.2M |
| Transcend Capital Advisors, LLC | 0.08% | Add +7.2% | 7,067 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,591 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.8% | 6,996 | $1.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +0.5% | 6,938 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | New | 6,893 | $1.1M |
| Caprock Group, LLC | 0.02% | Reduce -46.6% | 6,705 | $1.1M |
| Rakuten Securities, Inc. | 0.26% | Add +6073.1% | 6,667 | $1.1M |
| Lebenthal Global Advisors, LLC | 0.15% | Add +4.4% | 6,603 | $1.1M |
| Sacks & Associates, LLC | 0.72% | Add +0.3% | 7,333 | $1.1M |
| Securian Asset Management, Inc. | 0.04% | No change | 7,024 | $1.1M |
| Diker Management LLC | 0.81% | No change | 6,400 | $1.1M |
| U S Global Investors Inc. | 0.10% | Add +16.7% | 6,300 | $1.0M |
| Panagora Asset Management Inc. | 0.00% | Reduce -78.8% | 6,156 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 6,107 | $1.0M |
| Paradiem, LLC | 0.22% | Reduce -11.2% | 6,106 | $1.0M |
| First Eagle Investment Management, LLC | 0.00% | Add +131.6% | 6,000 | $989K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -2.6% | 5,985 | $986K |
| Quadrant Capital Group LLC | 0.03% | Reduce -2.5% | 5,975 | $984K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +66.2% | 5,968 | $983K |
| CSS LLC | 0.13% | Reduce -22.8% | 5,962 | $982K |
| Atlas Capital Advisors Inc. | 0.11% | No change | 5,951 | $980K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 5,900 | $972K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.9% | 5,885 | $970K |
| Jane Street Group, LLC | 0.00% | Reduce -96.8% | 5,851 | $964K |
| PKO Investment Management Joint-Stock Co | 0.07% | No change | 5,800 | $956K |
| Northstar Advisory Group, LLC | 0.29% | Add +0.3% | 5,728 | $944K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.30% | Add +73.7% | 5,467 | $901K |
| Gratus Wealth Advisors, LLC | 0.11% | Add +1.1% | 5,434 | $895K |
| Maryland State Retirement & Pension System | 0.02% | Add +14.9% | 5,401 | $890K |
| Inspire Investing, LLC | 0.04% | New | 5,393 | $888K |
| River Wealth Advisors LLC | 0.09% | No change | 5,339 | $880K |
| Compound Planning, Inc. | 0.02% | Add +12.8% | 5,294 | $872K |
| Capital Squared Financial LLC | 0.57% | Add +0.2% | 5,294 | $872K |
| Martin Capital Advisors, LLP | 0.46% | Add +16.4% | 5,275 | $869K |
| Integrated Advisors Network LLC | 0.04% | Reduce -9.4% | 5,267 | $868K |
| DNB Asset Management AS | 0.00% | No change | 5,248 | $865K |
| Meeder Advisory Services, Inc. | 0.03% | Add +11.7% | 5,234 | $862K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +40.3% | 5,221 | $860K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -56.1% | 5,221 | $860K |
| CastleKnight Management LP | 0.03% | New | 5,200 | $857K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.3% | 5,173 | $852K |
| Belpointe Asset Management LLC | 0.03% | Add +3.0% | 5,132 | $846K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +155.0% | 5,100 | $840K |
| Jump Financial, LLC | 0.01% | Reduce -46.1% | 5,044 | $831K |
| Inceptionr LLC | 0.20% | Add +2.2% | 5,014 | $826K |
| Ceeto Capital Group, LLC | 0.22% | No change | 5,000 | $824K |
| Hartree Partners, LP | 0.18% | New | 5,000 | $824K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -62.3% | 5,000 | $824K |
| Key Financial Inc | 0.13% | No change | 4,927 | $812K |
| denkapparat Operations GmbH | 0.26% | No change | 4,918 | $810K |
| Westover Capital Advisors, LLC | 0.13% | No change | 4,900 | $807K |
| F/m Investments LLC | 0.04% | Add +58.4% | 4,870 | $802K |
| E Fund Management Co., Ltd. | 0.02% | No change | 4,758 | $784K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +25.0% | 4,709 | $776K |
| Strategic Investment Advisors / MI | 0.05% | Add +9.9% | 4,679 | $771K |
| RiverPark Advisors, LLC | 0.38% | No change | 4,658 | $767K |
| Tidal Investments LLC | 0.00% | Add +21.2% | 4,636 | $764K |
| Oak Asset Management, LLC | 0.24% | No change | 4,600 | $758K |
| Brown Advisory Inc. | 0.00% | Add +12.0% | 4,560 | $751K |
| PW Nova Financial Services LLC | 0.16% | No change | 4,521 | $745K |
| CI Investments Inc. | 0.00% | Reduce -0.5% | 4,411 | $727K |
| Atria Investments, Inc | 0.01% | Add +1.9% | 4,345 | $716K |
| New Age Alpha Advisors, LLC | 0.03% | New | 4,334 | $714K |
| Optimize Financial Inc. | 0.26% | Reduce -0.3% | 4,324 | $712K |
| Sound Capital Solutions LLC | 0.17% | — | 4,324 | $712K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.17% | Add +121.8% | 4,690 | $711K |
| Empirical Finance, LLC | 0.03% | New | 4,300 | $708K |
| Penserra Capital Management LLC | 0.01% | Reduce -6.1% | 4,294 | $706K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.5% | 4,268 | $703K |
| First Commonwealth Financial Corp | 0.10% | No change | 4,256 | $701K |
| Evergreen Capital Management LLC | 0.01% | Reduce -38.1% | 4,189 | $690K |
| Mirabella Financial Services LLP | 0.07% | Add +72.8% | 4,128 | $680K |
| Frec Markets, Inc. | 0.06% | Add +151.5% | 4,089 | $674K |
| Gross & Hartman Investments LLC | 0.30% | Add +8.2% | 4,065 | $670K |
| Fortune Financial Advisors, LLC | 0.28% | No change | 4,000 | $659K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.4% | 3,876 | $639K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.6% | 3,876 | $639K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -26.6% | 4,289 | $629K |
| HB Wealth Management, LLC | 0.00% | Add +9.5% | 3,814 | $628K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -35.7% | 3,798 | $626K |
| Sovereign Financial Group, Inc. | 0.10% | Add +0.8% | 3,780 | $623K |
| GAMMA Investing LLC | 0.02% | Add +7.4% | 3,756 | $619K |
| Ethic Inc. | 0.01% | Add +45.1% | 3,755 | $619K |
| ProShare Advisors LLC | 0.00% | Reduce -1.7% | 3,736 | $616K |
| Denali Advisors LLC | 0.06% | No change | 3,712 | $612K |
| Marathon Capital Management | 0.12% | Add +45.4% | 3,686 | $607K |
| Quantitative Investment Management, LLC | 0.07% | New | 3,625 | $597K |
| Bull Harbor Capital LLC | 0.12% | Add +5.6% | 3,604 | $594K |
| IFP Advisors, Inc | 0.01% | Add +1.1% | 3,563 | $587K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 3,562 | $587K |
| AdvisorShares Investments LLC | 0.07% | No change | 3,560 | $587K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +120.3% | 3,525 | $581K |
| Childress Capital Advisors, LLC | 0.10% | Add +18.9% | 3,521 | $580K |
| MRWM Advisors, LLC | 0.24% | New | 3,513 | $579K |
| Pavaki Capital Management LLC | 0.33% | No change | 3,500 | $577K |
| Aviva PLC | 0.00% | Add +45.2% | 3,429 | $565K |
| SYM FINANCIAL Corp | 0.05% | Add +6.5% | 3,404 | $561K |
| Drive Wealth Management, LLC | 0.10% | Reduce -0.0% | 3,388 | $558K |
| Independent Advisor Alliance | 0.01% | Reduce -17.6% | 3,362 | $554K |
| Baron Wealth Management LLC | 0.14% | Add +74.4% | 3,279 | $540K |
| Ascentis Wealth Management, LLC | 0.09% | Add +0.1% | 3,275 | $540K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.6% | 3,267 | $538K |
| Mgo One Seven LLC | 0.01% | Reduce -70.4% | 3,241 | $534K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,233 | $533K |
| Nykredit A/S | 0.00% | — | 3,233 | $533K |
| Wealthspire Advisors, LLC | 0.00% | Add +12.5% | 3,179 | $524K |
| Shelton Capital Management | 0.01% | Reduce -2.6% | 3,095 | $510K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -12.8% | 3,091 | $509K |
| Kathmere Capital Management, LLC | 0.03% | Add +72.4% | 3,088 | $509K |
| Wbi Investments, LLC | 0.13% | Add +36.8% | 3,071 | $506K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.2% | 3,061 | $504K |
| Compass Wealth Management LLC | 0.09% | New | 3,020 | $498K |
| Fiduciary Trust Co | 0.01% | No change | 3,005 | $495K |
| KBC Group NV | 0.00% | No change | 3,002 | $495K |
| Leavell Investment Management, Inc. | 0.02% | No change | 3,000 | $494K |
| Argos Wealth Advisors, LLC | 0.13% | Add +0.1% | 2,971 | $489K |
| CIBC Asset Management Inc | 0.00% | No change | 2,970 | $489K |
| Independent Financial Group, LLC | 0.01% | New | 2,958 | $487K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.1% | 2,925 | $482K |
| Atticus Wealth Management, LLC | 0.11% | Add +1.4% | 2,918 | $481K |
| Savant Capital, LLC | 0.00% | Add +14.7% | 3,200 | $481K |
| Quent Capital, LLC | 0.03% | Add +61.3% | 2,890 | $476K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -42.4% | 2,858 | $471K |
| Kaufman Rossin Wealth, LLC | 0.22% | No change | 3,176 | $471K |
| Sterling Capital Management LLC | 0.01% | Reduce -11.0% | 2,836 | $467K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.4% | 3,034 | $466K |
| Rossby Financial, LCC | 0.09% | Reduce -5.3% | 2,825 | $465K |
| Florida Financial Advisors, LLC | 0.08% | Add +13.6% | 2,823 | $465K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 2,806 | $462K |
| North Dakota State Investment Board | 0.02% | No change | 2,803 | $462K |
| Allworth Financial LP | 0.00% | Reduce -8.1% | 2,800 | $461K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -23.1% | 2,797 | $461K |
| Certuity, LLC | 0.02% | Reduce -10.4% | 2,777 | $458K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -98.5% | 2,770 | $456K |
| Inscription Capital, LLC | 0.04% | Reduce -31.2% | 2,762 | $455K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,752 | $453K |
| Park Avenue Securities LLC | 0.00% | Add +2.1% | 2,736 | $451K |
| Eventide Asset Management, LLC | 0.01% | Add +14.2% | 2,695 | $444K |
| Arkadios Wealth Advisors | 0.01% | Add +6.0% | 2,696 | $444K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.6% | 2,665 | $439K |
| Praxis Investment Management Inc. | 0.02% | Add +16.1% | 2,659 | $438K |
| Essential Partners LLC | 0.20% | Reduce -39.5% | 2,655 | $437K |
| Western Wealth Management, LLC | 0.01% | Add +0.3% | 2,654 | $437K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -86.1% | 2,634 | $434K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,841 | $429K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.7% | 2,841 | $429K |
| Commerce Bank | 0.00% | Reduce -56.9% | 2,583 | $426K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.9% | 2,583 | $425K |
| Nilsine Partners, LLC | 0.03% | Add +4.1% | 2,574 | $424K |
| Fidelis Capital Partners, LLC | 0.02% | Add +0.0% | 2,557 | $421K |
| Syon Capital LLC | 0.02% | Reduce -34.4% | 2,545 | $419K |
| LVW Advisors, LLC | 0.04% | New | 2,513 | $414K |
| Greenspring Advisors, LLC | 0.02% | New | 2,512 | $414K |
| RFG Advisory, LLC | 0.01% | Add +0.9% | 2,509 | $413K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -11.8% | 2,498 | $412K |
| Group One Trading LLC | 0.01% | Reduce -49.9% | 2,480 | $409K |
| 1832 Asset Management L.P. | 0.00% | New | 2,477 | $408K |
| Disciplined Investors, L.L.C. | 0.20% | Reduce -0.7% | 2,469 | $407K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -96.4% | 2,466 | $407K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +1.7% | 2,415 | $398K |
| Choreo, LLC | 0.00% | Reduce -44.6% | 2,378 | $392K |
| Martingale Asset Management L P | 0.01% | New | 2,376 | $391K |
| Ballentine Partners, LLC | 0.00% | Add +1.8% | 2,358 | $388K |
| Lido Advisors, LLC | 0.00% | Add +37.4% | 2,326 | $383K |
| PFG Private Wealth Management, LLC | 0.16% | Add +6.4% | 2,304 | $380K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.4% | 2,301 | $379K |
| Parcion Private Wealth LLC | 0.02% | Add +4.5% | 2,287 | $377K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,285 | $376K |
| Ariadne Wealth Management, LP | 0.16% | Add +0.8% | 2,263 | $373K |
| Hickory Point Bank & Trust | 0.22% | No change | 2,246 | $370K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,227 | $367K |
| Kera Capital Partners, Inc. | 0.04% | Reduce -26.3% | 2,217 | $365K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.6% | 2,213 | $365K |
| Portside Wealth Group, LLC | 0.04% | Add +39.2% | 2,207 | $364K |
| Equitable Holdings, Inc. | 0.00% | Reduce -57.5% | 2,206 | $363K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.2% | 2,205 | $363K |
| Fragasso Financial Advisors Inc | 0.02% | New | 2,201 | $363K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +23.7% | 2,173 | $358K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 2,172 | $358K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 2,375 | $355K |
| Lecap Asset Management Ltd. | 0.15% | Reduce -89.2% | 2,141 | $353K |
| Omnia Family Wealth, LLC | 0.09% | No change | 2,114 | $348K |
| Cercano Management LLC | 0.05% | No change | 2,107 | $347K |
| Private Trust Co. NA | 0.03% | No change | 2,106 | $347K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.5% | 2,103 | $346K |
| Old Port Advisors | 0.07% | Add +1.9% | 2,075 | $342K |
| Seeds Investor LLC | 0.03% | Reduce -14.7% | 2,042 | $336K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -9.9% | 2,027 | $334K |
| STRS Ohio | 0.00% | Reduce -10.7% | 2,014 | $332K |
| West Family Investments, Inc. | 0.10% | New | 2,004 | $330K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Add +4.2% | 2,000 | $330K |
| Jacobi Capital Management LLC | 0.02% | No change | 1,952 | $322K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 1,947 | $321K |
| AlphaCore Capital LLC | 0.01% | Reduce -2.5% | 1,911 | $315K |
| Meeder Asset Management Inc. | 0.02% | Add +10.9% | 1,909 | $315K |
| Strategic Advisors LLC | 0.07% | No change | 1,900 | $313K |
| Financial Security Advisor, Inc. | 0.05% | Reduce -4.9% | 1,859 | $306K |
| Caxton Associates LLP | 0.01% | New | 1,857 | $306K |
| Greenleaf Trust | 0.00% | Reduce -7.5% | 1,849 | $305K |
| Quantum Private Wealth, LLC | 0.08% | No change | 1,843 | $304K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,839 | $303K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.8% | 1,830 | $302K |
| iSAM Funds (UK) Ltd | 0.21% | Reduce -64.9% | 1,800 | $297K |
| Mather Group, Llc. | 0.00% | Add +603.1% | 1,800 | $297K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,795 | $296K |
| Citizens Financial Group Inc. | 0.00% | New | 1,793 | $295K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,782 | $294K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.6% | 1,779 | $293K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.2% | 1,771 | $292K |
| Bessemer Group Inc. | 0.00% | No change | 1,771 | $291K |
| Profund Advisors LLC | 0.01% | Add +2.4% | 1,766 | $291K |
| Tocqueville Asset Management L.P. | 0.00% | Add +2.1% | 1,766 | $291K |
| Waddell & Associates, LLC | 0.01% | Add +0.6% | 1,756 | $289K |
| Eads & Heald Wealth Management | 0.14% | Reduce -3.7% | 1,745 | $287K |
| Wedmont Private Capital | 0.01% | New | 1,918 | $287K |
| Sage Rhino Capital LLC | 0.05% | Add +0.6% | 1,738 | $286K |
| HM Payson & Co. | 0.00% | No change | 1,735 | $286K |
| Paragon Capital Management Ltd | 0.05% | Reduce -2.2% | 1,713 | $282K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -62.4% | 1,712 | $282K |
| Axxion S.A. | 0.02% | — | 1,710 | $282K |
| Tiemann Investment Advisors, LLC | 0.10% | Reduce -10.5% | 1,705 | $281K |
| Wealth Management Partners, LLC | 0.07% | New | 1,700 | $280K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 1,700 | $280K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,690 | $278K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,689 | $278K |
| Lazari Capital Management, Inc. | 0.09% | Add +11.4% | 1,687 | $278K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.7% | 1,684 | $277K |
| Ruffer LLP | 0.01% | Reduce -12.6% | 1,682 | $277K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,674 | $276K |
| Montecito Bank & Trust | 0.04% | Reduce -7.5% | 1,671 | $275K |
| Trajan Wealth LLC | 0.01% | Reduce -5.5% | 1,670 | $275K |
| Trust Point Inc. | 0.02% | Reduce -5.2% | 1,666 | $274K |
| Maridea Wealth Management LLC | 0.03% | New | 1,659 | $273K |
| Sagewood Asset Management LP | 0.06% | New | 1,644 | $271K |
| Flputnam Investment Management Co. | 0.00% | Reduce -6.5% | 1,641 | $270K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 1,635 | $269K |
| William Blair Investment Management, LLC | 0.00% | Add +1.1% | 1,635 | $269K |
| Applied Finance Capital Management, LLC | 0.02% | New | 1,625 | $268K |
| First Bank & Trust | 0.04% | New | 1,615 | $266K |
| WealthPlan Investment Management, LLC | 0.01% | New | 1,612 | $266K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -44.7% | 1,608 | $265K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,600 | $264K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,585 | $261K |
| State of Wyoming | 0.03% | New | 1,576 | $260K |
| Composition Wealth, LLC | 0.00% | Reduce -11.5% | 1,561 | $257K |
| Diligent Investors, LLC | 0.06% | Add +0.1% | 1,556 | $256K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -1.0% | 1,527 | $252K |
| Roman Butler Fullerton & Co. | 0.06% | Add +0.1% | 1,695 | $251K |
| Pitcairn Wealth Advisors LLC | 0.03% | Reduce -25.0% | 1,521 | $251K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,506 | $248K |
| Benjamin Edwards Inc. | 0.00% | New | 1,505 | $248K |
| Argosy-Lionbridge Management, LLC | 0.16% | New | 1,500 | $247K |
| Brown Miller Wealth Management, LLC | 0.06% | No change | 1,500 | $247K |
| DV Trading LLC | 0.02% | New | 1,500 | $247K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -60.6% | 1,499 | $247K |
| HUB Investment Partners, LLC | 0.00% | Reduce -17.4% | 1,496 | $246K |
| Poinciana Advisors Group, LLC | 0.18% | No change | 1,470 | $242K |
| Bailard, Inc. | 0.00% | No change | 1,466 | $242K |
| Versant Capital Management, Inc | 0.02% | Reduce -55.4% | 1,452 | $239K |
| Diametric Capital, LP | 0.03% | New | 1,451 | $239K |
| Planned Solutions, Inc. | 0.07% | New | 1,444 | $238K |
| Taylor Securities Services, Inc. | 0.09% | New | 1,400 | $231K |
| Cerro Pacific Wealth Advisors LLC | 0.05% | New | 1,387 | $229K |
| Abundance Wealth Counselors | 0.01% | New | 1,370 | $226K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -19.3% | 1,347 | $222K |
| True Wealth Design, LLC | 0.05% | Add +5.4% | 1,326 | $218K |
| DRW Securities, LLC | 0.01% | New | 1,319 | $217K |
| Symmetry Partners, LLC | 0.01% | New | 1,316 | $217K |
| Ascent Group, LLC | 0.01% | New | 1,311 | $216K |
| Brookstone Capital Management | 0.00% | New | 1,310 | $216K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,304 | $215K |
| UMB Bank, n.a. | 0.00% | Reduce -2.4% | 1,290 | $213K |
| Resonant Capital Advisors, LLC | 0.01% | New | 1,275 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,267 | $209K |
| waypoint wealth counsel | 0.13% | Reduce -49.8% | 1,265 | $208K |
| Militia Capital Management LLC | 0.04% | New | 1,260 | $208K |
| Principal Securities, Inc. | 0.00% | New | 1,258 | $207K |
| Patten & Patten Inc. | 0.01% | New | 1,245 | $205K |
| Signaturefd, LLC | 0.00% | Reduce -11.2% | 1,244 | $205K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,241 | $204K |
| Beacon Financial Group | 0.02% | New | 1,236 | $204K |
| Checchi Capital Advisers, LLC | 0.01% | New | 1,231 | $203K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,231 | $203K |
| Werba Rubin Papier Wealth Management | 0.02% | New | 1,225 | $202K |
| Western Pacific Wealth Management, LP | 0.18% | No change | 1,220 | $201K |
| Navigoe, LLC | 0.10% | Add +0.6% | 1,178 | $194K |
| Greykasell Wealth Strategies, Inc. | 0.07% | Reduce -0.4% | 1,172 | $193K |
| Larson Financial Group LLC | 0.00% | Reduce -3.9% | 1,023 | $169K |
| Bokf, NA | 0.00% | Reduce -3.2% | 927 | $153K |
| Capula Management Ltd | 0.00% | New | 904 | $149K |
| Spirit of America Management Corp. | 0.03% | No change | 875 | $144K |
| Trust Co. of Vermont | 0.01% | — | 810 | $133K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 799 | $132K |
| Global Retirement Partners, LLC | 0.00% | — | 751 | $124K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 121,100 | $121K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 700 | $115K |
| Private Wealth Management Group, LLC | 0.03% | Add +3375.0% | 695 | $115K |
| Vanguard National Trust Co | 0.01% | No change | 680 | $112K |
| Smithfield Trust Co | 0.00% | Add +157.7% | 670 | $111K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -99.3% | 666 | $110K |
| Salem Investment Counselors Inc. | 0.00% | No change | 650 | $107K |
| Rothschild Investment LLC | 0.00% | Add +64.5% | 643 | $106K |
| J.Safra Asset Management Corp | 0.00% | No change | 640 | $105K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -30.0% | 630 | $104K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -49.6% | 615 | $101K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 600 | $99K |
| Global Trust Asset Management, LLC | 0.03% | Add +0.2% | 547 | $90K |
| Spire Wealth Management | 0.00% | Reduce -18.9% | 542 | $89K |
| Aventura Private Wealth, LLC | 0.03% | Add +26.5% | 525 | $86K |
| Curat Global, LLC | 0.07% | Add +107.9% | 1,663 | $83K |
| CDKV Holdings LLC | 0.06% | No change | 500 | $82K |
| Fortitude Family Office, LLC | 0.02% | Add +342.5% | 500 | $82K |
| Fulcrum Asset Management LLP | 0.01% | No change | 487 | $80K |
| Quantum Portfolio Management LLC | 0.03% | New | 464 | $76K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -14.7% | 454 | $75K |
| Index Technologies Group LLC | 0.06% | New | 442 | $73K |
| Owl Creek Wealth Partners LLC | 0.02% | Add +62.7% | 441 | $73K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -90.7% | 438 | $72K |
| Institute for Wealth Management, LLC. | 0.01% | New | 428 | $71K |
| Morse Asset Management, Inc | 0.01% | No change | 422 | $70K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 405 | $67K |
| Operose Advisors LLC | 0.01% | No change | 398 | $66K |
| Smartleaf Asset Management LLC | 0.00% | No change | 392 | $65K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 379 | $62K |
| Nova Wealth Management, Inc. | 0.03% | No change | 377 | $62K |
| SJS Investment Consulting Inc. | 0.01% | Add +508.3% | 365 | $60K |
| LifeSteps Financial, Inc. | 0.03% | New | 356 | $59K |
| Covestor Ltd | 0.03% | Add +6.2% | 324 | $53K |
| Fiduciary Financial Advisors | 0.01% | New | 324 | $53K |
| Caitlin John, LLC | 0.03% | No change | 320 | $53K |
| Creative Financial Designs Inc. | 0.00% | No change | 315 | $52K |
| V-Square Quantitative Management LLC | 0.00% | New | 310 | $51K |
| Compass Financial Management LLC | 0.01% | — | 307 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +28.6% | 306 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.5% | 305 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +30000.0% | 301 | $50K |
| Wellington-Altus USA Inc. | 0.03% | No change | 358 | $49K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 280 | $46K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 250 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 250 | $41K |
| First Horizon Corp. | 0.00% | Add +429.8% | 249 | $41K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.4% | 237 | $39K |
| CVA Family Office, LLC | 0.00% | Reduce -22.8% | 227 | $37K |
| Oakmont Advisory Group, LLC | 0.03% | New | 222 | $37K |
| Montag A & Associates Inc. | 0.00% | Reduce -99.2% | 219 | $36K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 214 | $35K |
| Peregrine Capital Management LLC | 0.00% | Add +50.0% | 210 | $35K |
| TD Private Client Wealth LLC | 0.00% | Add +1507.7% | 209 | $34K |
| Pinnacle Holdings, LLC | 0.01% | No change | 200 | $33K |
| Wiser Advisor Group LLC | 0.04% | No change | 196 | $32K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 190 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | Add +35.7% | 190 | $31K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 187 | $31K |
| GW&K Investment Management, LLC | 0.00% | No change | 182 | $30K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 179 | $29K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 172 | $28K |
| Continuum Advisory, LLC | 0.00% | New | 172 | $28K |
| Marshall Investment Management, LLC | 0.01% | Add +8.4% | 168 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 166 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 166 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.9% | 164 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 160 | $26K |
| SouthState Bank Corp | 0.00% | Add +2.6% | 159 | $26K |
| Valley National Advisers Inc. | 0.00% | No change | 150 | $25K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.3% | 136 | $22K |
| NFSG Corp | 0.00% | No change | 127 | $21K |
| Kozak & Associates, Inc. | 0.00% | No change | 130 | $21K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -0.8% | 120 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -9.2% | 118 | $19K |
| Friedenthal Financial | 0.01% | No change | 109 | $18K |
| Leonteq Securities AG | 0.00% | Reduce -72.0% | 104 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $16K |
| Danske Bank A/S | 0.00% | No change | 100 | $16K |
| Investors Research Corp | 0.00% | No change | 93 | $15K |
| JPL Wealth Management, LLC | 0.00% | Reduce -5.2% | 91 | $15K |
| SWAN Capital LLC | 0.01% | No change | 90 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 87 | $14K |
| Huntington National Bank | 0.00% | Add +76.1% | 81 | $13K |
| Persistent Asset Partners Ltd | 0.00% | New | 80 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 75 | $12K |
| Prestige Wealth Management Group LLC | 0.00% | Add +4.4% | 71 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 70 | $12K |
| Country Trust Bank | 0.00% | No change | 70 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 67 | $11K |
| Highline Wealth Partners LLC | 0.00% | Add +1500.0% | 64 | $11K |
| Dogwood Wealth Management LLC | 0.00% | No change | 63 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -98.2% | 62 | $10K |
| Kelleher Financial Advisors | 0.00% | New | 57 | $9K |
| LGT Financial Advisors LLC | 0.05% | No change | 55 | $9K |
| Hughes Financial Services, LLC | 0.00% | Add +6.0% | 53 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +8.3% | 52 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 50 | $8K |
| Avion Wealth | 0.00% | Add +8.7% | 50 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +54.8% | 48 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 48 | $8K |
| High Note Wealth, LLC | 0.00% | No change | 46 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 45 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -6.4% | 44 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Add +57.1% | 44 | $7K |
| Rialto Wealth Management, LLC | 0.00% | Add +59.3% | 43 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | Add +73.9% | 40 | $7K |
| Clearstead Trust, LLC | 0.00% | Reduce -36.1% | 39 | $6K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +11.4% | 39 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 38 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -11.6% | 38 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +76.2% | 37 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.8% | 37 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 35 | $6K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.0% | 36 | $6K |
| Crews Bank & Trust | 0.00% | No change | 35 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -7.9% | 35 | $6K |
| Cromwell Holdings LLC | 0.00% | Add +93.8% | 31 | $5K |
| Creative Capital Management Investments LLC | 0.00% | New | 31 | $5K |
| REAP Financial Group, LLC | 0.00% | Add +3.3% | 31 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 29 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 29 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 27 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Add +4.8% | 22 | $4K |
| Peterson Wealth Services | 0.00% | New | 22 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 24 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 21 | $3K |
| Sachetta, LLC | 0.00% | Reduce -50.0% | 21 | $3K |
| Signature Equity Partners, LLC | 0.00% | Add +5.3% | 20 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 19 | $3K |
| William B. Walkup & Associates, Inc. | 0.00% | New | 19 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 18 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 17 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 17 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +112.5% | 17 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 15 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 15 | $2K |
| WealthCollab, LLC | 0.00% | Add +55.6% | 14 | $2K |
| International Assets Investment Management, LLC | 0.00% | Reduce -74.1% | 14 | $2K |
| Blue Trust, Inc. | 0.00% | Add +30.0% | 13 | $2K |
| Silicon Valley Capital Partners | 0.00% | No change | 13 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 12 | $2K |
| Kayne Anderson Rudnick Investment Management 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 |
| Planning Strategies Inc. | 0.00% | — | 11 | $2K |
| Stone House Investment Management, LLC | 0.00% | No change | 11 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 10 | $2K |
| Abound Wealth Management | 0.00% | No change | 10 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +50.0% | 9 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 9 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +12.5% | 9 | $1K |
| LRI Investments, LLC | 0.00% | New | 9 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| Zions Bancorporation, National Association | 0.00% | Add +16.7% | 7 | $1K |
| Raffa Wealth Management, LLC | 0.00% | New | 7 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $1K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 6 | $989 |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 6 | $989 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $824 |
| MV Capital Management, Inc. | 0.00% | No change | 5 | $824 |
| Nemes Rush Group LLC | 0.00% | No change | 5 | $824 |
| 1015 Capital Partners, LLC | 0.00% | No change | 4 | $659 |
| Financial Consulate, Inc. | 0.00% | Reduce -55.6% | 4 | $659 |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $659 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $630 |
| USA Financial Formulas | 0.00% | — | 3 | $494 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 2 | $389 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $330 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 2 | $330 |
| Motco | 0.00% | New | 2 | $330 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $165 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $165 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $165 |
| SHP Wealth Management | 0.00% | New | 1 | $165 |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 6 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is TOL's weight in each manager's 13F, not the share of Toll Brothers Inc. the manager owns.