TransunionTRU
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 518 institutions reported holding Transunion (TRU) in their 13F filings, up 48 from Q2 2024. 99 opened new positions and 53 sold out. The largest holders were Massachusetts Financial Services Co. ($2.0B), Vanguard Group Inc. ($1.9B) and BlackRock, Inc. ($1.0B). 9 famous investors held it, including Andreas Halvorsen (0.9% of Viking Global Investors's portfolio), Ken Griffin (0.4% of Citadel Advisors's portfolio) and Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio).
- Company
- Transunion
- CUSIP
- 89400J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $744.0M |
| Exits | 53 | $178.9M |
All 13F filers, Q2 2024 → Q3 2024: 24,932,020 shares bought and 23,190,586 shares sold, net +1,741,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 518 holders
| Massachusetts Financial Services Co. | 0.60% | Add +17.4% | 19,180,562 | $2.0B |
| Vanguard Group Inc. | 0.03% | Reduce -0.2% | 17,825,638 | $1.9B |
| BlackRock, Inc. | 0.02% | — | 9,684,036 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -2.9% | 7,542,119 | $789.7M |
| APG Asset Management N.V. | 4.15% | Reduce -1.1% | 6,669,623 | $625.7M |
| Farallon Capital Management, L.L.C. | 3.18% | Reduce -9.3% | 5,475,319 | $573.3M |
| Capital International Investors | 0.11% | Reduce -38.6% | 5,384,927 | $563.8M |
| Van Eck Associates Corp. | 0.65% | Reduce -3.1% | 4,783,301 | $519.8M |
| Bessemer Group Inc. | 0.79% | Add +0.6% | 4,563,499 | $477.8M |
| FMR LLC | 0.03% | Add +307.7% | 4,540,896 | $475.4M |
| Wellington Management Group LLP | 0.08% | Add +16.8% | 4,426,510 | $463.5M |
| Meritage Group LP | 10.47% | Reduce -17.6% | 4,278,373 | $447.9M |
| State Street Corp. | 0.02% | Reduce -4.2% | 4,216,603 | $441.5M |
| T. Rowe Price Investment Management, Inc. | 0.23% | Add +0.3% | 3,700,186 | $387.4M |
| Citadel Advisors | 0.40% | Reduce -27.7% | 3,586,186 | $375.5M |
| Janus Henderson Group PLC | 0.17% | Add +2.5% | 3,154,262 | $330.3M |
| Geode Capital Management, LLC | 0.03% | Add +1.6% | 3,026,934 | $316.1M |
| Ninety One UK Ltd | 0.80% | Add +11.7% | 2,866,332 | $300.1M |
| Victory Capital Management Inc. | 0.28% | Reduce -22.2% | 2,698,250 | $282.5M |
| Neuberger Berman Group LLC | 0.22% | Add +57.4% | 2,697,065 | $282.3M |
| William Blair Investment Management, LLC | 0.67% | Add +573.7% | 2,581,245 | $270.3M |
| Viking Global Investors | 0.92% | New | 2,400,728 | $251.4M |
| Franklin Resources Inc. | 0.07% | Reduce -3.7% | 2,166,076 | $231.6M |
| Theleme Partners LLP | 13.61% | Reduce -3.3% | 2,205,357 | $230.9M |
| Platinum Investment Management Ltd. | 8.96% | Add +0.5% | 1,889,479 | $197.8M |
| XN LP | 8.28% | Reduce -6.1% | 1,853,445 | $194.1M |
| Marshall Wace, LLP | 0.25% | Add +66.1% | 1,805,334 | $189.0M |
| Independent Franchise Partners LLP | 1.58% | Reduce -49.9% | 1,710,314 | $179.1M |
| Pictet Asset Management Holding SA | 0.18% | Add +95.1% | 1,598,274 | $167.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.3% | 1,572,054 | $164.6M |
| Manning & Napier Advisors LLC | 1.80% | Add +3504.1% | 1,561,865 | $163.5M |
| Norges Bank | 0.02% | Reduce -17.2% | 1,385,781 | $145.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.09% | Add +12.1% | 1,308,028 | $137.0M |
| CCLA Investment Management | 2.10% | No change | 1,840,561 | $136.6M |
| Danica Pension, Livsforsikringsaktieselskab | 2.60% | Reduce -18.2% | 1,283,605 | $134.4M |
| Rockefeller Capital Management L.P. | 0.35% | Reduce -4.5% | 1,259,300 | $131.8M |
| Parnassus Investments, LLC | 0.28% | Reduce -3.1% | 1,249,071 | $130.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -21.0% | 1,205,111 | $126.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +12.3% | 1,180,036 | $123.5M |
| Millennium Management | 0.11% | Reduce -49.3% | 1,152,391 | $120.7M |
| Steadfast Capital Management LP | 2.79% | Reduce -29.4% | 1,143,100 | $119.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.2% | 1,110,520 | $116.3M |
| Legal & General Group Plc | 0.03% | Add +1.4% | 1,105,653 | $115.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -6.9% | 1,073,452 | $112.4M |
| Bank of America Corp. | 0.01% | Add +8.8% | 1,071,085 | $112.1M |
| Amundi | 0.04% | Reduce -23.3% | 1,051,486 | $111.6M |
| Northern Trust Corp. | 0.02% | Reduce -7.2% | 1,010,949 | $105.8M |
| Kinetic Partners Management, LP | 7.14% | Add +18.4% | 982,100 | $102.8M |
| Westfield Capital Management Co. LP | 0.42% | New | 885,013 | $92.7M |
| Baron Capital (BAMCO) | 0.24% | Reduce -5.6% | 876,388 | $91.8M |
| AQR Capital Management | 0.13% | Add +310.0% | 880,224 | $91.5M |
| Balyasny Asset Management L.P. | 0.23% | Reduce -43.1% | 846,623 | $88.6M |
| 1832 Asset Management L.P. | 0.13% | New | 761,590 | $79.7M |
| Deutsche Bank AG | 0.03% | Add +1.5% | 686,845 | $71.9M |
| Marathon Asset Management Ltd | 1.98% | Reduce -8.8% | 683,452 | $71.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 677,692 | $71.0M |
| Untitled Investments LP | 15.67% | Add +8.2% | 675,755 | $70.8M |
| Frontier Capital Management Co. LLC | 0.65% | Add +19.1% | 654,437 | $68.5M |
| Select Equity Group, L.P. | 0.25% | New | 641,267 | $67.1M |
| Swiss National Bank | 0.04% | Add +0.2% | 576,400 | $60.3M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Reduce -19.5% | 563,716 | $59.0M |
| C WorldWide Group Holding A/S | 0.59% | Reduce -0.4% | 544,804 | $57.0M |
| Invesco Ltd. | 0.01% | Reduce -1.6% | 526,610 | $55.1M |
| Macquarie Group Ltd. | 0.06% | Add +37.5% | 525,938 | $55.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -2.2% | 523,179 | $54.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.9% | 514,060 | $53.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.4% | 503,451 | $52.7M |
| Alliancebernstein L.P. | 0.02% | Add +35.0% | 483,887 | $50.7M |
| CIBC Private Wealth Group LLC | 0.08% | Add +20.9% | 423,160 | $44.3M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -23.7% | 415,801 | $43.5M |
| Ensign Peak Advisors, Inc | 0.08% | Add +28.4% | 415,338 | $43.5M |
| Crow's Nest Holdings LP | 7.73% | New | 400,000 | $41.9M |
| Candlestick Capital Management LP | 1.70% | Reduce -49.6% | 397,098 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +87.1% | 379,927 | $39.8M |
| Homestead Advisers Corp | 0.89% | New | 357,400 | $37.4M |
| Kornitzer Capital Management Inc. | 0.66% | Add +0.5% | 342,300 | $35.8M |
| California State Teachers Retirement System | 0.04% | Add +0.6% | 337,800 | $35.4M |
| Copeland Capital Management, LLC | 0.60% | Reduce -15.7% | 331,355 | $34.7M |
| National Pension Service | 0.03% | No change | 331,311 | $34.7M |
| California Public Employees Retirement System | 0.02% | Add +26.6% | 318,893 | $33.4M |
| TD Asset Management Inc | 0.03% | Add +3.2% | 317,392 | $33.0M |
| Artemis Investment Management LLP | 0.49% | New | 305,711 | $32.0M |
| Susquehanna International Group, LLP | 0.05% | Add +1008.4% | 276,187 | $28.9M |
| Nicholas Company, Inc. | 0.47% | Reduce -1.9% | 272,980 | $28.6M |
| NFJ Investment Group, LLC | 0.81% | Reduce -11.7% | 264,453 | $27.7M |
| Blackstone Inc. | 0.12% | Reduce -53.7% | 250,000 | $26.2M |
| Thornburg Investment Management Inc. | 0.33% | Add +1.0% | 245,085 | $25.7M |
| Barclays PLC | 0.01% | Reduce -10.0% | 238,618 | $25.0M |
| Wilson Asset Management (international) PTY Ltd. | 5.89% | Add +1.3% | 231,970 | $24.3M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -8.6% | 229,344 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.5% | 228,190 | $23.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 227,337 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Add +1428.4% | 226,771 | $23.7M |
| Intrinsic Edge Capital Management LLC | 2.85% | New | 219,704 | $23.0M |
| Bridgewater Associates | 0.13% | Reduce -54.2% | 213,822 | $22.4M |
| Thematics Asset Management | 0.88% | Add +19.3% | 213,000 | $22.3M |
| Russell Investments Group, Ltd. | 0.03% | Add +23.1% | 213,037 | $22.3M |
| Hudson Bay Capital Management LP | 0.17% | New | 205,047 | $21.5M |
| Comerica Bank | 0.08% | Add +1001.4% | 202,934 | $21.2M |
| Man Group plc | 0.06% | Reduce -30.3% | 197,795 | $20.7M |
| Lansing Management LP | 14.32% | No change | 191,089 | $20.0M |
| Wells Fargo & Company | 0.00% | Add +32.2% | 190,413 | $19.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -5.9% | 189,706 | $19.9M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.2% | 188,476 | $19.8M |
| Credit Agricole S A | 0.10% | Add +215.6% | 183,150 | $19.2M |
| Swedbank AB | 0.02% | Reduce -3.9% | 181,331 | $19.0M |
| UBS Group AG | 0.01% | Add +53.4% | 179,069 | $18.7M |
| Reinhart Partners, Llc. | 0.70% | Reduce -7.7% | 175,109 | $18.3M |
| FIL Ltd | 0.02% | Reduce -60.2% | 172,190 | $18.0M |
| Raymond James & Associates | 0.01% | Add +19.6% | 168,167 | $17.6M |
| Heron Bay Capital Management | 3.66% | Reduce -6.7% | 166,193 | $17.4M |
| Laurus Global Equity Management Inc. | 6.64% | Reduce -14.9% | 121,225 | $17.2M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -31.6% | 163,481 | $17.1M |
| Saraza Management, LP | 4.89% | Reduce -37.9% | 161,500 | $16.9M |
| Loomis Sayles & Co. L P | 0.02% | Add +2.6% | 160,898 | $16.8M |
| NS Partners Ltd | 0.66% | Add +2.6% | 148,692 | $15.6M |
| Mackenzie Financial Corp. | 0.02% | Reduce -10.7% | 147,697 | $15.5M |
| Bradley Foster & Sargent Inc. | 0.26% | Add +28.5% | 147,074 | $15.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.04% | Add +199.3% | 144,752 | $15.2M |
| PEAK6 Investments LLC | 0.75% | Add +469.6% | 142,317 | $14.9M |
| Cooper Creek Partners Management LLC | 0.48% | Reduce -43.7% | 141,042 | $14.8M |
| Sora Investors LLC | 2.48% | Reduce -32.1% | 135,801 | $14.2M |
| GCM Grosvenor Holdings, LLC | 2.07% | New | 129,947 | $13.6M |
| Gillson Capital LP | 1.23% | New | 129,203 | $13.5M |
| Assetmark, Inc. | 0.04% | Add +6720.7% | 128,706 | $13.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +4.5% | 128,166 | $13.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.18% | Reduce -45.4% | 124,417 | $13.0M |
| HSBC Holdings PLC | 0.01% | Add +13.9% | 121,795 | $12.7M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Reduce -31.1% | 121,326 | $12.7M |
| Korea Investment CORP | 0.03% | Reduce -56.0% | 120,677 | $12.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -16.4% | 118,712 | $12.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +18.6% | 114,454 | $12.0M |
| Andra AP-fonden | 0.17% | Add +45.0% | 112,100 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Add +6.5% | 109,645 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -24.5% | 109,393 | $11.5M |
| Motley Fool Wealth Management, LLC | 0.54% | New | 102,710 | $10.8M |
| Citigroup Inc. | 0.01% | Add +3.3% | 102,297 | $10.7M |
| Markel Group | 0.10% | No change | 101,050 | $10.6M |
| Zevin Asset Management LLC | 1.61% | Add +0.7% | 99,183 | $10.4M |
| Schonfeld Strategic Advisors LLC | 0.08% | Reduce -65.0% | 97,766 | $10.2M |
| Arvin Capital Management LP | 4.29% | Reduce -61.9% | 97,116 | $10.2M |
| BNP Paribas Financial Markets | 0.01% | Add +89.7% | 95,019 | $9.9M |
| Incline Global Management LLC | 4.27% | Reduce -37.9% | 91,717 | $9.6M |
| Carmignac Gestion | 0.16% | Add +64.5% | 90,149 | $9.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +247.6% | 89,756 | $9.4M |
| Public Employees Retirement System of Ohio | 0.04% | Add +20.9% | 89,467 | $9.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -1.3% | 88,792 | $9.3M |
| BlueSpruce Investments, LP | 0.17% | Reduce -97.5% | 88,210 | $9.2M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.5% | 87,219 | $9.1M |
| Gotham Asset Management | 0.09% | Add +6.6% | 84,771 | $8.9M |
| ICICI Prudential Asset Management Co Ltd | 0.93% | Reduce -28.8% | 83,791 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +23.8% | 81,261 | $8.5M |
| Royal London Asset Management Ltd. | 0.02% | Add +4.2% | 79,513 | $8.3M |
| Danske Bank A/S | 0.03% | Reduce -6.1% | 77,083 | $8.1M |
| Fred Alger Management, LLC | 0.04% | Add +52.1% | 76,526 | $8.0M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -3.0% | 74,324 | $7.8M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 70,987 | $7.4M |
| Toth Financial Advisory Corp. | 0.86% | Add +2.5% | 69,655 | $7.3M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.8% | 68,216 | $7.1M |
| Sei Investments Co. | 0.01% | Add +15.3% | 66,752 | $7.0M |
| Storebrand Asset Management As | 0.02% | Add +3.4% | 66,578 | $7.0M |
| Mirabaud Asset Management Ltd | 2.83% | Reduce -25.8% | 66,072 | $6.9M |
| Aberdeen Group plc | 0.01% | Add +4.2% | 64,629 | $6.8M |
| PDT Partners, LLC | 0.60% | Add +19.8% | 64,333 | $6.7M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -8.0% | 64,891 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +6.7% | 62,480 | $6.5M |
| KBC Group NV | 0.02% | Add +17.9% | 62,263 | $6.5M |
| Point72 Europe (London) LLP | 0.54% | New | 61,200 | $6.4M |
| Moore Capital Management, LP | 0.20% | Reduce -13.7% | 60,761 | $6.4M |
| Federated Hermes, Inc. | 0.01% | Add +8485.0% | 60,524 | $6.3M |
| HST Ventures, LLC | 1.71% | New | 59,680 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -2.5% | 59,392 | $6.2M |
| Northern Right Capital Management, L.P. | 2.30% | Reduce -49.3% | 59,034 | $6.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.3% | 55,660 | $5.8M |
| Arizona State Retirement System | 0.04% | Add +4.3% | 55,638 | $5.8M |
| Squarepoint Ops LLC | 0.02% | New | 54,312 | $5.7M |
| TCW Group Inc. | 0.05% | Reduce -0.1% | 53,661 | $5.6M |
| Tudor Investment Corporation | 0.06% | Reduce -80.9% | 50,609 | $5.3M |
| LPL Financial LLC | 0.00% | Add +166.3% | 48,219 | $5.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | — | 48,067 | $5.0M |
| USS Investment Management Ltd | 0.04% | No change | 47,598 | $5.0M |
| Motley Fool Asset Management LLC | 0.29% | New | 48,090 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -36.3% | 44,881 | $4.7M |
| Verdence Capital Advisors LLC | 0.37% | Add +2.2% | 44,370 | $4.6M |
| Forsta Ap-Fonden | 0.04% | Add +8.6% | 44,000 | $4.6M |
| IFM Investors Pty Ltd | 0.04% | Reduce -2.4% | 43,589 | $4.6M |
| Arlington Partners LLC | 1.77% | Reduce -0.9% | 43,322 | $4.5M |
| Exencial Wealth Advisors, LLC | 0.16% | Reduce -3.3% | 41,721 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +547.1% | 41,608 | $4.4M |
| DNB Asset Management AS | 0.02% | Add +5.7% | 38,589 | $4.0M |
| BDF-Gestion | 0.43% | No change | 36,828 | $4.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 37,394 | $3.9M |
| Artisan Partners Limited Partnership | 0.01% | New | 36,880 | $3.9M |
| Voya Investment Management LLC | 0.00% | Reduce -6.7% | 35,882 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +814.1% | 35,751 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -8.3% | 35,610 | $3.7M |
| Sandler Capital Management | 0.70% | New | 34,668 | $3.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -2.6% | 33,912 | $3.6M |
| DAVENPORT & Co LLC | 0.02% | Add +5.8% | 33,487 | $3.5M |
| Verition Fund Management LLC | 0.03% | Add +923.2% | 32,762 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.9% | 32,398 | $3.4M |
| Utah Retirement Systems | 0.04% | Add +0.3% | 32,080 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -38.0% | 31,014 | $3.2M |
| Capital International, Inc. | 0.04% | No change | 30,535 | $3.2M |
| M&T Bank Corp | 0.01% | Add +11.8% | 30,531 | $3.2M |
| Pacific Capital Partners Ltd | 1.84% | No change | 30,000 | $3.1M |
| Lombard Odier Asset Management (Europe) Ltd | 0.20% | Add +37.2% | 29,500 | $3.1M |
| Schroder Investment Management Group | 0.00% | Reduce -5.2% | 29,492 | $3.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -2.1% | 27,631 | $2.9M |
| TT International Asset Management LTD | 0.34% | Add +426.4% | 26,853 | $2.8M |
| Henshaw Capital LLC | 0.12% | No change | 26,591 | $2.8M |
| Gateway Investment Advisers LLC | 0.03% | Add +56.5% | 26,373 | $2.8M |
| Toronto Dominion Bank | 0.00% | Add +39.3% | 25,887 | $2.7M |
| RBF Capital, LLC | 0.13% | No change | 25,000 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.0% | 23,494 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +1.8% | 23,095 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -24.6% | 22,612 | $2.4M |
| Savant Capital, LLC | 0.02% | Add +325.6% | 21,887 | $2.3M |
| Bokf, NA | 0.04% | Add +0.5% | 21,345 | $2.3M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -3.3% | 21,565 | $2.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.24% | Add +100.0% | 21,378 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.4% | 21,351 | $2.2M |
| Quantinno Capital Management LP | 0.03% | Add +77.2% | 20,254 | $2.1M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,215 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +24.0% | 19,410 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 18,847 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -4.1% | 18,666 | $2.0M |
| Palestra Capital Management LLC | 0.06% | New | 18,556 | $1.9M |
| Walleye Capital LLC | 0.02% | Add +204.8% | 18,343 | $1.9M |
| Xponance LLC | 0.02% | Add +2.1% | 18,243 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +185.1% | 18,000 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -3.2% | 17,250 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +33.3% | 18,030 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +72.8% | 16,946 | $1.8M |
| Bleakley Financial Group, LLC | 0.05% | Add +2.0% | 15,782 | $1.7M |
| Vinva Investment Management Ltd | 0.07% | Add +97.7% | 15,659 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -4.4% | 15,241 | $1.6M |
| Candriam S.C.A. | 0.01% | Add +13.7% | 14,731 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 14,715 | $1.5M |
| Nordea Investment Management AB | 0.00% | No change | 14,164 | $1.5M |
| Montag & Caldwell, LLC | 0.30% | No change | 14,026 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +5.5% | 13,950 | $1.5M |
| Cwm, LLC | 0.01% | Add +492.8% | 13,883 | $1.5M |
| Knollwood Investment Advisory, LLC | 0.15% | No change | 13,700 | $1.4M |
| STRS Ohio | 0.01% | Add +28.2% | 13,635 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +146.1% | 13,466 | $1.4M |
| Ethic Inc. | 0.04% | Add +5.3% | 17,384 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +28.0% | 13,193 | $1.4M |
| Greenleaf Trust | 0.01% | New | 13,103 | $1.4M |
| Blair William & Co. | 0.00% | Add +38.2% | 12,961 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -32.1% | 12,760 | $1.3M |
| Amica Mutual Insurance Co. | 0.13% | No change | 12,355 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +18.7% | 12,066 | $1.3M |
| Sepio Capital, LP | 0.10% | No change | 11,960 | $1.3M |
| Bridges Investment Management Inc. | 0.02% | Reduce -26.5% | 11,686 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 11,615 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Add +8.1% | 11,316 | $1.2M |
| Creative Planning | 0.00% | Add +43.8% | 11,278 | $1.2M |
| Cornerstone Investment Partners, LLC | 0.06% | Add +2.2% | 11,248 | $1.2M |
| PCJ Investment Counsel Ltd. | 0.37% | New | 11,110 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -24.8% | 11,085 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,543 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.7% | 10,429 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -10.1% | 10,386 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -3.8% | 10,359 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.1% | 10,224 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +1.0% | 10,211 | $1.1M |
| Williamson Legacy Group, LLC | 0.71% | New | 10,157 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -57.2% | 10,028 | $1.0M |
| Logan Capital Management Inc. | 0.04% | Reduce -0.1% | 9,924 | $1.0M |
| Commerce Bank | 0.01% | Reduce -2.9% | 9,903 | $1.0M |
| CenterBook Partners LP | 0.06% | Reduce -79.9% | 9,883 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.9% | 9,805 | $1.0M |
| Intech Investment Management LLC | 0.01% | No change | 9,762 | $1.0M |
| Integrated Investment Consultants, LLC | 0.22% | Reduce -0.7% | 9,759 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +3.5% | 9,643 | $1.0M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 9,571 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 9,571 | $1.0M |
| Alps Advisors Inc. | 0.01% | Reduce -35.7% | 9,145 | $957K |
| Roundview Capital LLC | 0.07% | No change | 9,101 | $953K |
| Aviso Financial Inc. | 0.05% | Add +81.0% | 9,064 | $949K |
| Castleark Management LLC | 0.04% | New | 8,890 | $931K |
| Lombard Odier Asset Management (USA) Corp | 0.39% | Add +64.1% | 8,636 | $904K |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 8,547 | $895K |
| Captrust Financial Advisors | 0.00% | New | 8,516 | $892K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 8,350 | $874K |
| Sompo Asset Management Co., Ltd. | 0.13% | Reduce -19.5% | 8,210 | $860K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,119 | $850K |
| Rovin Capital /Ut/ | 0.31% | Reduce -13.7% | 8,064 | $844K |
| Legacy Wealth Asset Management, LLC | 0.22% | Reduce -0.1% | 7,897 | $827K |
| Friedenthal Financial | 0.47% | New | 7,662 | $802K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.4% | 7,739 | $801K |
| Acadian Asset Management LLC | 0.00% | Reduce -47.0% | 7,508 | $785K |
| American Century Companies Inc. | 0.00% | Reduce -17.9% | 7,479 | $783K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -10.9% | 7,475 | $783K |
| Aviva PLC | 0.00% | Reduce -43.6% | 7,357 | $770K |
| Qtron Investments LLC | 0.10% | Add +64.4% | 7,268 | $761K |
| Sterling Capital Management LLC | 0.01% | — | 7,177 | $751K |
| Cresset Asset Management, LLC | 0.00% | Add +20.1% | 7,065 | $740K |
| Morningstar Investment Services LLC | 0.01% | Add +101.9% | 6,948 | $722K |
| CIBC Asset Management Inc | 0.00% | Add +5.3% | 6,859 | $718K |
| Ieq Capital, LLC | 0.01% | New | 6,849 | $717K |
| AustralianSuper Pty Ltd | 0.00% | No change | 6,841 | $716K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.6% | 6,792 | $711K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 6,716 | $703K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.4% | 6,715 | $703K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 6,687 | $700K |
| Pallas Capital Advisors LLC | 0.03% | New | 6,555 | $699K |
| Vontobel Holding Ltd. | 0.00% | Add +1.3% | 6,579 | $689K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | New | 6,563 | $687K |
| Benjamin Edwards Inc. | 0.01% | New | 6,460 | $676K |
| Beck Bode, LLC | 0.13% | New | 6,459 | $676K |
| HighTower Advisors, LLC | 0.00% | Add +14.5% | 6,453 | $674K |
| Investment Management Corp of Ontario | 0.01% | Add +48.5% | 6,432 | $673K |
| Enterprise Bank & Trust Co | 0.22% | No change | 6,400 | $670K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,240 | $653K |
| Algert Global LLC | 0.02% | Add +107.2% | 6,217 | $651K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.0% | 6,162 | $645K |
| First Hawaiian Bank | 0.02% | New | 6,115 | $640K |
| Ossiam | 0.01% | Add +1.4% | 5,993 | $627K |
| MML Investors Services, LLC | 0.00% | New | 5,946 | $623K |
| RMR Wealth Builders | 0.07% | No change | 5,895 | $617K |
| nVerses Capital, LLC | 0.28% | Add +114.8% | 5,800 | $607K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.4% | 5,675 | $594K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +9.4% | 5,675 | $594K |
| Dundas Partners LLP | 0.04% | Reduce -19.3% | 5,538 | $580K |
| Procyon Advisors, LLC | 0.04% | Reduce -0.3% | 5,471 | $573K |
| Bank of Montreal | 0.00% | Add +2.0% | 5,397 | $561K |
| Shell Asset Management Co. | 0.02% | — | 5,328 | $558K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -17.6% | 5,317 | $556K |
| Petrus Trust Company, LTA | 0.05% | Reduce -19.1% | 5,285 | $553K |
| HB Wealth Management, LLC | 0.01% | Add +4.2% | 5,258 | $551K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +74.5% | 5,232 | $548K |
| Altfest L J & Co. Inc. | 0.07% | New | 5,048 | $529K |
| Raymond James Trust N.A. | 0.01% | Add +61.1% | 5,003 | $524K |
| Brevan Howard Capital Management LP | 0.03% | New | 4,976 | $521K |
| Avior Wealth Management, LLC | 0.02% | New | 4,901 | $513K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.0% | 4,862 | $509K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.6% | 4,752 | $508K |
| UniSuper Management Pty Ltd | 0.00% | No change | 4,700 | $492K |
| Park Avenue Securities LLC | 0.01% | New | 4,684 | $490K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 4,571 | $479K |
| Corient Private Wealth LP | 0.00% | New | 4,564 | $478K |
| SG Americas Securities, LLC | 0.00% | New | 4,479 | $469K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +0.2% | 4,329 | $453K |
| Empowered Funds, LLC | 0.01% | Reduce -1.1% | 4,294 | $450K |
| D.B. Root & Company, LLC | 0.15% | New | 4,284 | $449K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +47422.2% | 4,277 | $448K |
| Lindbrook Capital, LLC | 0.04% | Add +4.0% | 4,260 | $446K |
| Virtu Financial LLC | 0.02% | New | 4,245 | $444K |
| &partners | 0.01% | New | 4,092 | $428K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 3,902 | $409K |
| Rakuten Investment Management, Inc. | 0.00% | Add +28.7% | 3,886 | $404K |
| Allworth Financial LP | 0.00% | Reduce -4.5% | 3,812 | $399K |
| Vestcor Inc | 0.01% | No change | 3,784 | $396K |
| Larson Financial Group LLC | 0.02% | Add +50.0% | 3,725 | $390K |
| Tidal Investments LLC | 0.00% | Reduce -0.3% | 3,670 | $384K |
| Lido Advisors, LLC | 0.00% | Add +5.1% | 3,659 | $383K |
| Cadent Capital Advisors, LLC | 0.13% | Add +0.0% | 3,625 | $380K |
| Old National Bancorp | 0.01% | Reduce -23.4% | 3,524 | $369K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +22.6% | 3,499 | $366K |
| Hengehold Capital Management LLC | 0.03% | Add +12.8% | 3,487 | $365K |
| New York Life Investment Management LLC | 0.00% | Reduce -0.5% | 3,473 | $364K |
| Yousif Capital Management, LLC | 0.00% | Add +1.0% | 3,469 | $363K |
| OneDigital Investment Advisors LLC | 0.00% | Add +15.2% | 3,415 | $358K |
| Hilltop Holdings Inc. | 0.02% | New | 3,414 | $357K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,327 | $348K |
| LifePlan Financial, LLC | 0.30% | Reduce -5.7% | 3,304 | $346K |
| AlphaQuest LLC | 0.03% | Add +45.5% | 3,204 | $335K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 3,183 | $333K |
| Picton Mahoney Asset Management | 0.01% | Reduce -93.5% | 3,140 | $329K |
| Argent Financial Group, Inc. | 0.04% | — | 3,100 | $325K |
| V-Square Quantitative Management LLC | 0.05% | Add +10.9% | 3,063 | $321K |
| Focus Partners Wealth | 0.00% | New | 3,059 | $320K |
| IHT Wealth Management, LLC | 0.01% | New | 3,049 | $317K |
| Metis Global Partners, LLC | 0.01% | Add +6.4% | 2,954 | $309K |
| Baldwin Wealth Partners LLC | 0.02% | New | 2,910 | $305K |
| Westpac Banking Corp. | 0.02% | Add +11.1% | 2,867 | $300K |
| Everpar Advisors LLC | 0.15% | Reduce -9.0% | 2,856 | $299K |
| Matrix Private Capital Group LLC | 0.17% | No change | 2,781 | $291K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 2,740 | $287K |
| AMG National Trust Bank | 0.01% | No change | 2,725 | $285K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 2,705 | $283K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.6% | 2,678 | $280K |
| FFT Wealth Management LLC | 0.02% | New | 2,632 | $276K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,574 | $269K |
| Lion Street Advisors, LLC | 0.09% | New | 2,571 | $269K |
| New Century Financial Group, LLC | 0.10% | New | 2,562 | $268K |
| J. Safra Sarasin Holding AG | 0.00% | New | 2,532 | $265K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 2,503 | $262K |
| Basepoint Wealth LLC | 0.19% | Reduce -28.7% | 2,493 | $261K |
| Prudential PLC | 0.00% | New | 2,448 | $256K |
| One Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 2,443 | $256K |
| Meeder Advisory Services, Inc. | 0.02% | New | 2,323 | $243K |
| American Trust | 0.02% | New | 2,312 | $242K |
| Ostrum Asset Management | 0.02% | Reduce -28.2% | 2,293 | $240K |
| Abn Amro Investment Solutions | 0.00% | New | 2,261 | $237K |
| Capstone Investment Advisors, LLC | 0.01% | New | 2,250 | $236K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,234 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,193 | $230K |
| Mizuho Markets Americas LLC | 0.01% | New | 2,189 | $229K |
| Siemens Fonds Invest GmbH | 0.02% | New | 2,134 | $223K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 2,068 | $217K |
| Abacus Planning Group, Inc. | 0.04% | New | 2,062 | $216K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 2,050 | $215K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,016 | $211K |
| Cigna Investments Inc. | 0.04% | New | 2,009 | $210K |
| Caldwell Trust Co | 0.02% | No change | 2,000 | $209K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,983 | $208K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,954 | $205K |
| Bridgefront Capital, LLC | 0.08% | New | 1,942 | $203K |
| First Trust Direct Indexing L.P. | 0.01% | New | 1,942 | $203K |
| Wealthfront Advisers LLC | 0.00% | New | 1,922 | $201K |
| Schechter Investment Advisors, LLC | 0.01% | New | 1,921 | $201K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,911 | $200K |
| Spire Wealth Management | 0.01% | Reduce -1.5% | 1,810 | $190K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +433.3% | 1,600 | $167K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.2% | 1,574 | $165K |
| Amica Retiree Medical Trust | 0.13% | — | 1,453 | $152K |
| Western Pacific Wealth Management, LP | 0.10% | New | 1,382 | $145K |
| Jones Financial Companies LLLP | 0.00% | Add +1109.3% | 1,294 | $134K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 1,255 | $131K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -43.3% | 1,221 | $128K |
| Earned Wealth Advisors, LLC | 0.04% | New | 1,220 | $128K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -95.3% | 1,200 | $126K |
| Natixis Investment Managers International | 0.01% | No change | 1,111 | $116K |
| Ridgewood Investments LLC | 0.05% | Reduce -0.2% | 1,014 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -32.3% | 965 | $101K |
| GAMMA Investing LLC | 0.01% | Add +84.9% | 956 | $100K |
| National Bank of Canada | 0.00% | Add +4.1% | 947 | $99K |
| Penserra Capital Management LLC | 0.00% | Reduce -0.1% | 913 | $95K |
| Blue Trust, Inc. | 0.00% | Add +46.2% | 1,253 | $93K |
| Parallel Advisors, LLC | 0.00% | Add +34.1% | 833 | $87K |
| Clearstead Advisors, LLC | 0.00% | New | 809 | $85K |
| Catalyst Funds Management Pty Ltd | 0.02% | Add +300.0% | 800 | $84K |
| Signaturefd, LLC | 0.00% | Add +15.0% | 788 | $83K |
| Quadrant Capital Group LLC | 0.00% | Add +0.9% | 672 | $70K |
| CI Investments Inc. | 0.00% | Add +4.2% | 602 | $63K |
| Smartleaf Asset Management LLC | 0.01% | Add +209.2% | 569 | $59K |
| Eagle Bay Advisors LLC | 0.02% | Reduce -4.8% | 538 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.0% | 519 | $54K |
| Principal Securities, Inc. | 0.00% | Add +146.3% | 495 | $52K |
| First Horizon Advisors, Inc. | 0.00% | No change | 483 | $51K |
| True Wealth Design, LLC | 0.02% | Add +4590.0% | 469 | $49K |
| Dagco, Inc. | 0.02% | No change | 450 | $47K |
| Fifth Third Bancorp | 0.00% | Reduce -6.2% | 410 | $43K |
| NewEdge Advisors, LLC | 0.00% | No change | 377 | $40K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -15.3% | 370 | $39K |
| IFP Advisors, Inc | 0.00% | Add +87.3% | 354 | $37K |
| Parkside Financial Bank & Trust | 0.00% | Add +620.5% | 317 | $33K |
| Huntington National Bank | 0.00% | Add +84.5% | 286 | $30K |
| Leonteq Securities AG | 0.00% | New | 276 | $29K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $26K |
| Lazard Asset Management LLC | 0.00% | Add +6.4% | 250 | $26K |
| Venturi Wealth Management, LLC | 0.00% | Add +23.5% | 242 | $25K |
| Harbour Investments, Inc. | 0.00% | New | 242 | $25K |
| Versant Capital Management, Inc | 0.01% | Add +2511.1% | 235 | $25K |
| NBT Bank, N.A. | 0.00% | New | 231 | $24K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -28.6% | 230 | $24K |
| Riverview Trust Co | 0.02% | Add +2.8% | 218 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -68.0% | 200 | $21K |
| Catalyst Capital Advisors LLC | 0.00% | New | 199 | $21K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -17.8% | 190 | $20K |
| Brooklyn Investment Group | 0.01% | New | 147 | $15K |
| Covestor Ltd | 0.01% | Add +0.7% | 146 | $15K |
| Cornerstone Planning Group LLC | 0.00% | New | 132 | $13K |
| Arax Advisory Partners | 0.00% | Add +29.9% | 126 | $13K |
| Private Trust Co. NA | 0.00% | Add +25.0% | 125 | $13K |
| Gables Capital Management Inc. | 0.01% | New | 116 | $12K |
| Red Tortoise LLC | 0.01% | No change | 102 | $11K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 99 | $10K |
| Ashton Thomas Securities, LLC | 0.00% | New | 91 | $10K |
| TD Private Client Wealth LLC | 0.00% | New | 84 | $9K |
| Whittier Trust Co. | 0.00% | Reduce -67.6% | 81 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +65.9% | 73 | $8K |
| HM Payson & Co. | 0.00% | New | 69 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +46.8% | 69 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +144.0% | 61 | $6K |
| Atticus Wealth Management, LLC | 0.00% | No change | 61 | $6K |
| Hemington Wealth Management | 0.00% | New | 67 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 57 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 56 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 56 | $6K |
| International Assets Investment Management, LLC | 0.00% | No change | 56 | $6K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 55 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +22.2% | 55 | $6K |
| Ascentis Independent Advisors | 0.00% | New | 54 | $6K |
| CENTRAL TRUST Co | 0.00% | Reduce -70.6% | 50 | $5K |
| Groupama Asset Managment | 0.00% | New | 54 | $5K |
| Tidemark, LLC | 0.00% | No change | 43 | $5K |
| Meeder Asset Management Inc. | 0.00% | Reduce -73.1% | 39 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -33.9% | 37 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 37 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +37.0% | 37 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 33 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 29 | $3K |
| CVA Family Office, LLC | 0.00% | Add +107.7% | 27 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 26 | $3K |
| Quent Capital, LLC | 0.00% | No change | 24 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +162.5% | 21 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 19 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 17 | $2K |
| Mattson Financial Services, LLC | 0.00% | No change | 23 | $2K |
| Fairman Group, LLC | 0.00% | No change | 15 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -33.3% | 14 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 14 | $1K |
| Sachetta, LLC | 0.00% | No change | 11 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Add +10.0% | 11 | $1K |
| Rothschild Investment LLC | 0.00% | New | 8 | $838 |
| Mather Group, Llc. | 0.00% | No change | 7 | $775 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 6 | $628 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $210 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
| Avion Wealth | 0.00% | Reduce -16.7% | 5 | $0 |
"% of holder's portfolio" is TRU's weight in each manager's 13F, not the share of Transunion the manager owns.