TransunionTRU
13F holders, Q1 2025 (March 31)548holders −14
67new positions
85sold out
11famous investors
$82.84avg. 13F price*
At the end of Q1 2025, 548 institutions reported holding Transunion (TRU) in their 13F filings, down 14 from Q4 2024. 67 opened new positions and 85 sold out. The largest holders were Massachusetts Financial Services Co. ($1.8B), Vanguard Group Inc. ($1.5B) and Wellington Management Group LLP ($902.8M). 11 famous investors held it, including Andreas Halvorsen (0.4% of Viking Global Investors's portfolio), Ken Griffin (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $223.8M |
| Exits | 85 | $247.3M |
All 13F filers, Q4 2024 → Q1 2025: 18,538,137 shares bought and 16,472,240 shares sold, net +2,065,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 548 holders
| Massachusetts Financial Services Co. | 0.60% | Add +10.9% | 21,674,473 | $1.8B |
| Vanguard Group Inc. | 0.03% | Add +1.1% | 18,264,902 | $1.5B |
| Wellington Management Group LLP | 0.17% | Add +61.2% | 10,877,953 | $902.8M |
| BlackRock, Inc. | 0.02% | Add +0.2% | 10,665,458 | $885.1M |
| Morgan Stanley | 0.04% | Add +10.3% | 7,531,019 | $625.0M |
| Farallon Capital Management, L.L.C. | 2.42% | Add +1.6% | 5,413,206 | $449.2M |
| Van Eck Associates Corp. | 0.55% | Reduce -0.6% | 5,111,580 | $424.2M |
| Meritage Group LP | 9.76% | No change | 4,278,373 | $355.1M |
| State Street Corp. | 0.01% | Reduce -1.4% | 4,216,796 | $350.0M |
| FMR LLC | 0.02% | Reduce -18.5% | 4,112,989 | $341.3M |
| Bessemer Group Inc. | 0.60% | Reduce -10.3% | 4,032,089 | $334.6M |
| Capital International Investors | 0.06% | Add +0.7% | 3,946,698 | $327.5M |
| T. Rowe Price Investment Management, Inc. | 0.19% | Add +0.9% | 3,411,925 | $283.2M |
| William Blair Investment Management, LLC | 0.78% | Reduce -0.8% | 3,344,290 | $277.5M |
| Geode Capital Management, LLC | 0.02% | Add +4.4% | 3,222,363 | $266.8M |
| Janus Henderson Group PLC | 0.15% | Add +2.9% | 3,234,021 | $266.0M |
| Victory Capital Management Inc. | 0.27% | Add +15.3% | 3,146,693 | $261.1M |
| APG Asset Management N.V. | 0.74% | Reduce -0.7% | 3,098,299 | $238.0M |
| Citadel Advisors | 0.22% | Add +137.5% | 2,722,231 | $225.9M |
| Ninety One UK Ltd | 0.61% | Reduce -13.9% | 2,630,789 | $218.3M |
| Independent Franchise Partners LLP | 1.25% | Add +1.5% | 2,116,568 | $175.7M |
| XN LP | 7.41% | Add +2.9% | 1,963,758 | $163.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +10.8% | 1,820,100 | $151.0M |
| Theleme Partners LLP | 11.84% | Add +22.6% | 1,815,357 | $150.7M |
| T. Rowe Price Associates Inc. | 0.02% | Add +24.5% | 1,770,888 | $147.0M |
| Platinum Investment Management Ltd. | 8.23% | Reduce -0.6% | 1,711,379 | $142.0M |
| Neuberger Berman Group LLC | 0.11% | Reduce -0.5% | 1,592,417 | $132.2M |
| Pictet Asset Management Holding SA | 0.14% | Add +0.9% | 1,536,011 | $127.4M |
| Manning & Napier Advisors LLC | 1.56% | Add +3.4% | 1,522,671 | $126.4M |
| Franklin Resources Inc. | 0.04% | Reduce -20.2% | 1,502,970 | $124.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +5.4% | 1,351,491 | $112.2M |
| Marshall Wace, LLP | 0.15% | Reduce -18.7% | 1,343,236 | $111.5M |
| Norges Bank | 0.02% | Reduce -31.1% | 1,337,186 | $111.0M |
| Viking Global Investors | 0.35% | Reduce -67.4% | 1,336,984 | $111.0M |
| Bank of America Corp. | 0.01% | Add +67.0% | 1,277,619 | $106.0M |
| Northern Trust Corp. | 0.01% | Add +4.3% | 1,221,362 | $101.4M |
| UBS Group AG | 0.02% | Add +222.2% | 1,209,683 | $100.4M |
| CCLA Investment Management | 1.75% | Add +4.1% | 1,189,729 | $98.6M |
| Bank of New York Mellon Corp | 0.02% | Add +1.3% | 1,167,843 | $96.9M |
| Parnassus Investments, LLC | 0.21% | Reduce -7.9% | 1,075,670 | $89.3M |
| Ameriprise Financial Inc. | 0.02% | Add +2.7% | 1,044,627 | $86.7M |
| Legal & General Group Plc | 0.02% | Reduce -0.7% | 1,043,418 | $86.6M |
| JPMorgan Chase & Co. | 0.01% | Add +230.3% | 1,042,189 | $86.5M |
| Danica Pension, Livsforsikringsaktieselskab | 1.66% | Reduce -11.8% | 1,010,505 | $83.9M |
| Steadfast Capital Management LP | 2.13% | Reduce -0.8% | 903,800 | $75.0M |
| Baron Capital (BAMCO) | 0.21% | Reduce -0.0% | 871,618 | $72.3M |
| Westfield Capital Management Co. LP | 0.34% | Reduce -21.8% | 830,028 | $68.9M |
| Untitled Investments LP | 17.02% | Add +0.8% | 724,390 | $60.1M |
| Fernbridge Capital Management LP | 3.32% | New | 721,863 | $59.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 712,890 | $59.2M |
| Marathon Asset Management Ltd | 1.78% | Add +7.4% | 702,831 | $58.3M |
| Frontier Capital Management Co. LLC | 0.61% | Reduce -5.4% | 675,881 | $56.1M |
| Nuveen, LLC | 0.02% | — | 670,047 | $55.6M |
| Deutsche Bank AG | 0.02% | Add +1.4% | 635,734 | $52.8M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -17.1% | 571,819 | $47.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +60.2% | 563,739 | $46.8M |
| Invesco Ltd. | 0.01% | Add +2.2% | 553,863 | $46.0M |
| Swiss National Bank | 0.03% | Add +0.1% | 549,700 | $45.6M |
| Russell Investments Group, Ltd. | 0.06% | Add +79.4% | 546,213 | $45.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Add +1.7% | 530,912 | $44.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.1% | 524,765 | $43.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.1% | 494,349 | $41.0M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +9.8% | 442,009 | $37.1M |
| Macquarie Group Ltd. | 0.05% | Reduce -8.9% | 443,758 | $36.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -64.2% | 438,969 | $36.4M |
| Ensign Peak Advisors, Inc | 0.07% | Add +0.1% | 421,912 | $35.0M |
| Homestead Advisers Corp | 0.83% | No change | 408,900 | $33.9M |
| Crow's Nest Holdings LP | 7.51% | Reduce -12.9% | 366,000 | $30.4M |
| Blackstone Inc. | 0.13% | New | 360,000 | $29.9M |
| Kornitzer Capital Management Inc. | 0.58% | Reduce -0.3% | 339,671 | $28.2M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -4.0% | 396,553 | $27.5M |
| Susquehanna International Group, LLP | 0.04% | Add +31.6% | 328,051 | $27.2M |
| Squarepoint Ops LLC | 0.07% | Add +108.9% | 325,624 | $27.0M |
| Copeland Capital Management, LLC | 0.53% | Reduce -1.7% | 320,839 | $26.6M |
| California State Teachers Retirement System | 0.03% | Reduce -0.6% | 311,492 | $25.9M |
| TD Asset Management Inc | 0.02% | Add +3.1% | 305,645 | $25.4M |
| California Public Employees Retirement System | 0.02% | Reduce -1.6% | 300,945 | $25.0M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +38.6% | 287,000 | $23.8M |
| Candlestick Capital Management LP | 0.88% | Reduce -63.7% | 269,839 | $22.4M |
| Renaissance Technologies | 0.03% | New | 261,400 | $21.7M |
| Nicholas Company, Inc. | 0.37% | Reduce -0.1% | 255,178 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Add +182.9% | 250,582 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 242,710 | $20.1M |
| Two Sigma Investments, LP | 0.05% | New | 239,382 | $19.9M |
| Comerica Bank | 0.08% | Add +0.4% | 236,795 | $19.7M |
| Bridgewater Associates | 0.09% | Add +9.1% | 228,864 | $19.0M |
| Rhumbline Advisers | 0.02% | Add +0.0% | 227,226 | $18.9M |
| Wilson Asset Management (international) PTY Ltd. | 5.04% | Add +3.0% | 227,058 | $18.8M |
| Thornburg Investment Management Inc. | 0.26% | Reduce -7.4% | 225,769 | $18.7M |
| Barclays PLC | 0.01% | Add +11.2% | 224,133 | $18.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.21% | Add +17.1% | 224,032 | $18.6M |
| Hudson Bay Capital Management LP | 0.14% | Add +89.7% | 221,679 | $18.4M |
| Millennium Management | 0.02% | Reduce -83.3% | 218,170 | $18.1M |
| Amundi | 0.01% | Reduce -82.4% | 236,883 | $17.9M |
| New York State Common Retirement Fund | 0.03% | Add +91.6% | 215,022 | $17.8M |
| Schonfeld Strategic Advisors LLC | 0.12% | Add +959.7% | 212,889 | $17.7M |
| Prana Capital Management, LP | 0.71% | New | 211,205 | $17.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.1% | 208,655 | $17.3M |
| Assetmark, Inc. | 0.05% | Reduce -2.8% | 206,135 | $17.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.8% | 195,244 | $16.2M |
| Woodline Partners LP | 0.11% | New | 195,413 | $16.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.5% | 189,586 | $15.7M |
| Verition Fund Management LLC | 0.09% | Add +26.8% | 185,585 | $15.4M |
| FIL Ltd | 0.01% | Add +3.3% | 182,280 | $15.1M |
| GCM Grosvenor Holdings, LLC | 2.33% | Add +39.5% | 181,296 | $15.0M |
| Swedbank AB | 0.02% | Add +6.6% | 180,502 | $15.0M |
| Lansing Management LP | 12.47% | Reduce -1.8% | 179,019 | $14.9M |
| Man Group plc | 0.05% | Reduce -9.7% | 177,994 | $14.8M |
| KBC Group NV | 0.04% | Reduce -33.3% | 173,498 | $14.4M |
| Korea Investment CORP | 0.03% | Add +20.6% | 172,568 | $14.3M |
| NS Partners Ltd | 0.63% | Add +1.8% | 171,784 | $14.3M |
| Sora Investors LLC | 1.72% | Add +20.0% | 171,431 | $14.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.7% | 171,409 | $14.2M |
| Credit Agricole S A | 0.05% | Reduce -7.1% | 167,262 | $13.9M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.4% | 166,886 | $13.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | New | 166,402 | $13.8M |
| Susquehanna Fundamental Investments, LLC | 0.22% | New | 159,580 | $13.2M |
| AQR Capital Management | 0.01% | Reduce -81.1% | 163,234 | $13.2M |
| Saraza Management, LP | 3.98% | Reduce -21.3% | 157,500 | $13.1M |
| Heron Bay Capital Management | 2.75% | Reduce -0.5% | 157,381 | $13.1M |
| Jain Global LLC | 0.26% | Add +14.2% | 153,667 | $12.8M |
| Thematics Asset Management | 0.64% | Reduce -2.9% | 153,458 | $12.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +9.8% | 151,333 | $12.6M |
| Northern Right Capital Management, L.P. | 5.12% | Add +155.8% | 151,013 | $12.5M |
| Citigroup Inc. | 0.01% | Add +20.7% | 139,238 | $11.6M |
| Aviva PLC | 0.03% | Add +17.6% | 137,678 | $11.4M |
| Reinhart Partners, Llc. | 0.41% | Reduce -7.5% | 135,533 | $11.2M |
| C WorldWide Group Holding A/S | 0.14% | No change | 132,898 | $11.0M |
| Jane Street Group, LLC | 0.02% | Add +693.9% | 131,123 | $10.9M |
| Point72 Europe (London) LLP | 0.74% | Add +27.9% | 128,930 | $10.7M |
| Aberdeen Group plc | 0.02% | Add +128.5% | 125,611 | $10.4M |
| Mackenzie Financial Corp. | 0.01% | Add +1.1% | 125,526 | $10.4M |
| Public Employees Retirement System of Ohio | 0.04% | Add +26.4% | 123,547 | $10.3M |
| Two Sigma Advisers, LP | 0.02% | Add +999.1% | 120,900 | $10.0M |
| OMERS ADMINISTRATION Corp | 0.09% | Add +1397.0% | 120,719 | $10.0M |
| NFJ Investment Group, LLC | 0.33% | Reduce -49.2% | 119,907 | $10.0M |
| UniSuper Management Pty Ltd | 0.07% | No change | 119,488 | $9.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.14% | Reduce -0.1% | 117,118 | $9.7M |
| State of Wisconsin Investment Board | 0.02% | Add +3.1% | 110,635 | $9.2M |
| Zevin Asset Management LLC | 1.42% | Reduce -2.0% | 108,256 | $9.0M |
| First Trust Advisors LP | 0.01% | Reduce -43.2% | 105,115 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 104,036 | $8.6M |
| Markel Group | 0.07% | No change | 101,050 | $8.4M |
| Lighthouse Investment Partners, LLC | 0.38% | Reduce -27.1% | 100,662 | $8.4M |
| HSBC Holdings PLC | 0.01% | Reduce -12.3% | 100,275 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -7.8% | 96,859 | $8.0M |
| Gotham Asset Management | 0.07% | Reduce -6.1% | 96,582 | $8.0M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Reduce -3.2% | 96,303 | $8.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | No change | 92,716 | $7.7M |
| Royal London Asset Management Ltd. | 0.02% | Add +10.1% | 92,029 | $7.6M |
| Incline Global Management LLC | 4.68% | Add +9.1% | 91,403 | $7.6M |
| Motley Fool Wealth Management, LLC | 0.45% | Reduce -7.7% | 90,823 | $7.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +60.7% | 90,574 | $7.5M |
| Treasurer of the State of North Carolina | 0.03% | Add +4.1% | 88,799 | $7.4M |
| Andra AP-fonden | 0.12% | Reduce -37.8% | 88,700 | $7.4M |
| Tidal Investments LLC | 0.06% | Reduce -8.8% | 87,497 | $7.3M |
| Point72 Asset Management | 0.02% | Reduce -89.3% | 85,686 | $7.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +312.1% | 85,170 | $7.1M |
| ICICI Prudential Asset Management Co Ltd | 0.91% | No change | 83,791 | $7.0M |
| Toth Financial Advisory Corp. | 0.80% | Add +4.5% | 79,851 | $6.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.6% | 77,303 | $6.4M |
| Cinctive Capital Management LP | 0.51% | Add +133.4% | 76,367 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +85.3% | 75,761 | $6.3M |
| Blair William & Co. | 0.02% | Add +370.3% | 73,863 | $6.1M |
| Asset Management One Co., Ltd. | 0.02% | Add +6.2% | 72,428 | $6.0M |
| Danske Bank A/S | 0.02% | Reduce -8.1% | 72,183 | $6.0M |
| SummitTX Capital, L.P. | 0.26% | — | 71,589 | $5.9M |
| Twinbeech Capital LP | 0.11% | New | 70,872 | $5.9M |
| CenterBook Partners LP | 0.37% | Add +24.5% | 70,674 | $5.9M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -7.3% | 70,124 | $5.8M |
| Quantinno Capital Management LP | 0.04% | Add +137.7% | 68,693 | $5.7M |
| KLP Kapitalforvaltning As | 0.03% | Add +1.5% | 67,700 | $5.6M |
| Daiwa Securities Group Inc. | 0.02% | Add +247.8% | 66,633 | $5.5M |
| Storebrand Asset Management As | 0.02% | Reduce -1.4% | 65,986 | $5.5M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -8.5% | 64,953 | $5.4M |
| Mirabaud Asset Management Ltd | 2.79% | Reduce -15.6% | 64,894 | $5.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -55.1% | 63,796 | $5.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.4% | 64,657 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.0% | 62,820 | $5.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +6.4% | 61,185 | $5.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -72.8% | 60,791 | $5.0M |
| LPL Financial LLC | 0.00% | Add +7.1% | 58,161 | $4.8M |
| TT International Asset Management LTD | 0.72% | Add +5.5% | 57,796 | $4.8M |
| Arizona State Retirement System | 0.03% | Reduce -0.1% | 56,363 | $4.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 55,330 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -14.8% | 54,437 | $4.5M |
| Motley Fool Asset Management LLC | 0.24% | Reduce -3.1% | 51,010 | $4.2M |
| Fred Alger Management, LLC | 0.02% | Reduce -43.8% | 49,707 | $4.1M |
| Capital International, Inc. | 0.05% | No change | 49,567 | $4.1M |
| PDT Partners, LLC | 0.28% | No change | 47,433 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -8.2% | 46,474 | $3.9M |
| Sei Investments Co. | 0.00% | Reduce -30.1% | 46,213 | $3.8M |
| Verdence Capital Advisors LLC | 0.29% | Add +2.6% | 46,015 | $3.8M |
| Arlington Partners LLC | 1.48% | No change | 45,395 | $3.8M |
| Forsta Ap-Fonden | 0.03% | Reduce -0.5% | 43,500 | $3.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -5.6% | 42,067 | $3.5M |
| Voya Investment Management LLC | 0.00% | Add +18.6% | 41,618 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +0.8% | 40,927 | $3.4M |
| IFM Investors Pty Ltd | 0.04% | Reduce -3.0% | 39,915 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Add +4.9% | 39,174 | $3.3M |
| DNB Asset Management AS | 0.01% | Add +3.2% | 39,164 | $3.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 37,394 | $3.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +0.2% | 37,266 | $3.1M |
| Caption Management, LLC | 0.14% | New | 37,000 | $3.1M |
| USS Investment Management Ltd | 0.02% | Reduce -0.1% | 34,482 | $2.9M |
| M&T Bank Corp | 0.01% | Add +15.9% | 34,015 | $2.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -41.0% | 32,892 | $2.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +73.0% | 32,608 | $2.7M |
| BDF-Gestion | 0.30% | No change | 32,594 | $2.7M |
| Utah Retirement Systems | 0.03% | No change | 32,080 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Add +4.7% | 31,953 | $2.6M |
| Henshaw Capital LLC | 0.12% | Add +18.4% | 31,489 | $2.6M |
| Swiss Life Asset Management Ltd | 0.02% | Add +36.9% | 31,220 | $2.6M |
| Toronto Dominion Bank | 0.01% | Add +11.9% | 29,284 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | New | 28,488 | $2.4M |
| Sone Capital Management, LLC | 0.24% | Reduce -75.6% | 28,399 | $2.4M |
| Mariner, LLC | 0.00% | Add +10.4% | 28,287 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 28,214 | $2.3M |
| ASR Vermogensbeheer N.V. | 0.03% | — | 25,623 | $2.1M |
| ExodusPoint Capital Management, LP | 0.03% | New | 25,380 | $2.1M |
| RBF Capital, LLC | 0.13% | No change | 25,000 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 24,263 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -11.6% | 24,130 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.5% | 24,047 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -44.8% | 23,320 | $1.9M |
| Xponance LLC | 0.02% | Add +0.3% | 22,594 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 21,000 | $1.7M |
| OP Asset Management Ltd | 0.03% | — | 20,960 | $1.7M |
| Bokf, NA | 0.03% | Reduce -6.9% | 19,853 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 19,826 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -2.6% | 19,468 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -0.4% | 19,343 | $1.6M |
| Catalyst Funds Management Pty Ltd | 0.42% | New | 19,200 | $1.6M |
| Engineers Gate Manager LP | 0.03% | New | 18,870 | $1.6M |
| Ethic Inc. | 0.03% | Reduce -3.7% | 18,326 | $1.5M |
| SG Americas Securities, LLC | 0.01% | Add +4.0% | 18,311 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +3.9% | 17,952 | $1.5M |
| Oddo BHF Asset Management Sas | 0.06% | Add +61.1% | 17,384 | $1.4M |
| Capital International Sarl | 0.03% | Add +14.1% | 17,303 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +22.3% | 17,211 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -50.0% | 17,198 | $1.4M |
| PEAK6 LLC | 0.06% | Add +0.6% | 17,173 | $1.4M |
| Creative Planning | 0.00% | Add +60.5% | 16,665 | $1.4M |
| Moore Capital Management, LP | 0.05% | Add +3.5% | 16,394 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Add +7.8% | 16,094 | $1.3M |
| Schroder Investment Management Group | 0.00% | Add +46.5% | 15,739 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +41.0% | 15,220 | $1.3M |
| Pacific Capital Partners Ltd | 0.79% | Reduce -25.0% | 15,000 | $1.2M |
| Holocene Advisors, LP | 0.00% | Reduce -73.8% | 14,901 | $1.2M |
| Nordea Investment Management AB | 0.00% | Add +0.4% | 15,204 | $1.2M |
| Avanza Fonder AB | 0.04% | Reduce -4.1% | 14,366 | $1.2M |
| XML Financial, LLC | 0.11% | New | 14,564 | $1.2M |
| Candriam S.C.A. | 0.01% | Reduce -15.8% | 14,402 | $1.2M |
| STRS Ohio | 0.00% | Reduce -17.4% | 14,080 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 14,018 | $1.2M |
| Montag & Caldwell, LLC | 0.27% | No change | 14,008 | $1.2M |
| Gateway Investment Advisers LLC | 0.01% | Reduce -37.8% | 13,983 | $1.2M |
| Prudential PLC | 0.01% | Add +462.4% | 13,768 | $1.1M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 13,700 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +11.9% | 13,692 | $1.1M |
| Quadrature Capital Ltd | 0.03% | Reduce -21.7% | 13,613 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -95.4% | 12,011 | $1.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.15% | No change | 13,549 | $1.1M |
| Kentucky Retirement Systems | 0.03% | New | 13,246 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +4.1% | 12,976 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -1.1% | 12,912 | $1.1M |
| Amica Mutual Insurance Co. | 0.12% | No change | 12,901 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.7% | 12,847 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 12,307 | $1.0M |
| Lombard Odier Asset Management (Europe) Ltd | 0.09% | Reduce -14.3% | 12,000 | $996K |
| Armistice Capital, LLC | 0.03% | New | 12,000 | $996K |
| TD Private Client Wealth LLC | 0.03% | Add +4.1% | 11,887 | $987K |
| Oak Thistle LLC | 0.20% | Add +98.3% | 11,782 | $978K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +31.6% | 11,685 | $970K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +31.6% | 11,685 | $970K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -18.8% | 11,596 | $963K |
| Bryce Point Capital, LLC | 0.72% | Add +126.5% | 11,236 | $962K |
| Sepio Capital, LP | 0.08% | Reduce -1.1% | 11,513 | $955K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -56.1% | 11,494 | $954K |
| Virtu Financial LLC | 0.05% | Add +253.4% | 11,396 | $946K |
| Integrated Investment Consultants, LLC | 0.19% | Add +1.4% | 11,380 | $944K |
| Scientech Research LLC | 0.25% | New | 11,308 | $938K |
| Capital International Ltd. | 0.04% | Add +4.4% | 11,178 | $928K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -26.7% | 11,083 | $919K |
| Aviso Financial Inc. | 0.05% | Add +18.9% | 11,069 | $919K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -36.8% | 10,876 | $903K |
| Townsquare Capital LLC | 0.01% | Add +3.1% | 10,635 | $883K |
| Banque Cantonale Vaudoise | 0.04% | — | 10,553 | $876K |
| Amalgamated Bank | 0.01% | Add +3.7% | 10,488 | $870K |
| Alps Advisors Inc. | 0.01% | Add +9.8% | 10,314 | $856K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.4% | 10,209 | $847K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -61.4% | 10,157 | $843K |
| Cornerstone Investment Partners, LLC | 0.04% | Add +0.4% | 10,045 | $834K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.1% | 10,009 | $831K |
| Principal Financial Group Inc. | 0.00% | Reduce -91.7% | 9,980 | $828K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.4% | 9,971 | $828K |
| Williamson Legacy Group, LLC | 0.78% | Reduce -1.8% | 9,927 | $824K |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -11.0% | 9,025 | $805K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -2.7% | 9,696 | $805K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.9% | 9,248 | $767K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -15.6% | 9,070 | $753K |
| Occudo Quantitative Strategies LP | 0.10% | Reduce -5.8% | 9,144 | $752K |
| Atria Investments, Inc | 0.01% | Reduce -31.1% | 8,932 | $741K |
| Main Street Financial Solutions, LLC | 0.06% | Add +32.1% | 8,931 | $741K |
| Cibc World Markets Corp. | 0.01% | Add +0.8% | 8,868 | $736K |
| SYM FINANCIAL Corp | 0.09% | Reduce -15.5% | 8,651 | $718K |
| US Bancorp \de | 0.00% | Reduce -22.1% | 8,565 | $711K |
| Sompo Asset Management Co., Ltd. | 0.13% | Reduce -1.3% | 8,550 | $710K |
| Centiva Capital, LP | 0.04% | New | 8,337 | $692K |
| CIBC Asset Management Inc | 0.00% | Add +5.8% | 8,267 | $686K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -61.6% | 8,211 | $681K |
| Convergence Investment Partners, LLC | 0.19% | New | 8,187 | $679K |
| Benjamin Edwards Inc. | 0.01% | Reduce -18.7% | 8,145 | $676K |
| Mutual of America Capital Management LLC | 0.01% | Add +17.6% | 8,139 | $675K |
| Bearing Point Capital, LLC | 0.14% | New | 8,041 | $667K |
| Roundview Capital LLC | 0.05% | Reduce -13.4% | 7,880 | $654K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.6% | 7,780 | $646K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -1.1% | 7,699 | $639K |
| Commerce Bank | 0.00% | Reduce -21.1% | 7,658 | $636K |
| Mercer Global Advisors Inc. | 0.00% | Add +37.1% | 7,634 | $632K |
| Metis Global Partners, LLC | 0.02% | Add +143.1% | 7,599 | $631K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 7,529 | $625K |
| &partners | 0.01% | Add +45.4% | 7,512 | $618K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.3% | 7,382 | $613K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.4% | 7,320 | $607K |
| Dark Forest Capital Management LP | 0.03% | Add +129.8% | 7,185 | $596K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.0% | 7,148 | $593K |
| Logan Capital Management Inc. | 0.03% | Reduce -1.9% | 7,101 | $589K |
| Larson Financial Group LLC | 0.03% | Add +68.2% | 7,078 | $587K |
| Park Avenue Securities LLC | 0.01% | Add +9.9% | 7,038 | $584K |
| Dundas Partners LLP | 0.04% | Add +7.0% | 7,017 | $582K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -63.1% | 6,978 | $579K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 6,935 | $576K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -17.4% | 6,900 | $573K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 6,563 | $545K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.5% | 6,484 | $538K |
| Enterprise Bank & Trust Co | 0.21% | No change | 6,400 | $531K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.8% | 6,400 | $531K |
| Hengehold Capital Management LLC | 0.05% | Add +29.1% | 6,320 | $524K |
| Hilltop Holdings Inc. | 0.03% | Add +7.2% | 6,309 | $524K |
| Rovin Capital /Ut/ | 0.17% | Add +3.2% | 6,232 | $517K |
| HB Wealth Management, LLC | 0.00% | Add +15.2% | 6,032 | $501K |
| Bank of Montreal | 0.00% | Add +10.1% | 5,915 | $491K |
| RMR Wealth Builders | 0.05% | No change | 5,895 | $489K |
| Rakuten Investment Management, Inc. | 0.00% | — | 5,927 | $487K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.9% | 5,866 | $487K |
| Cwm, LLC | 0.00% | Reduce -50.1% | 5,858 | $486K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | New | 5,642 | $468K |
| Diversify Advisory Services, LLC | 0.03% | New | 5,616 | $463K |
| Qtron Investments LLC | 0.07% | No change | 5,557 | $461K |
| Investment Management Corp of Ontario | 0.01% | Add +1.8% | 5,532 | $459K |
| Boothbay Fund Management, LLC | 0.02% | New | 5,517 | $458K |
| Westpac Banking Corp. | 0.03% | Add +85.2% | 5,447 | $452K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.0% | 5,357 | $445K |
| Aster Capital Management (DIFC) Ltd | 0.08% | Add +1013.5% | 4,788 | $443K |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.1% | 5,296 | $440K |
| Eagle Rock Investment Company, LLC | 0.07% | New | 5,101 | $423K |
| Hunting Hill Global Capital, LLC | 0.53% | No change | 5,040 | $418K |
| Meeder Advisory Services, Inc. | 0.03% | Add +49.1% | 5,020 | $417K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +20.4% | 5,004 | $415K |
| Summit Securities Group LLC | 0.29% | New | 5,000 | $415K |
| Captrust Financial Advisors | 0.00% | Reduce -36.1% | 4,984 | $414K |
| Intech Investment Management LLC | 0.00% | Reduce -49.6% | 4,866 | $404K |
| Beck Bode, LLC | 0.07% | Reduce -18.1% | 4,777 | $396K |
| Ossiam | 0.01% | Reduce -16.2% | 4,726 | $392K |
| Wealthfront Advisers LLC | 0.00% | Reduce -69.0% | 4,627 | $384K |
| Shell Asset Management Co. | 0.02% | Reduce -11.4% | 4,509 | $374K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -34.9% | 4,439 | $368K |
| Jefferies Financial Group Inc. | 0.01% | New | 4,416 | $366K |
| Corient Private Wealth LP | 0.00% | Add +7.9% | 4,381 | $364K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -41.1% | 4,335 | $360K |
| Lindbrook Capital, LLC | 0.03% | Add +2.4% | 4,195 | $348K |
| Permanent Capital Management, LP | 0.10% | Reduce -9.3% | 4,149 | $344K |
| Procyon Advisors, LLC | 0.02% | Add +1.1% | 4,147 | $344K |
| Farringdon Capital, Ltd. | 0.17% | Add +42.1% | 4,086 | $339K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 4,029 | $334K |
| MetLife Investment Management, LLC | 0.00% | Add +1.9% | 3,970 | $329K |
| Ninety One SA (Pty) Ltd | 0.06% | New | 4,031 | $327K |
| GTS Securities LLC | 0.01% | New | 3,818 | $317K |
| Freestone Grove Partners LP | 0.00% | Reduce -61.8% | 3,807 | $316K |
| Forum Financial Management, LP | 0.01% | Reduce -1.3% | 3,799 | $315K |
| Vestcor Inc | 0.01% | Add +0.3% | 3,797 | $315K |
| Bank of Nova Scotia | 0.00% | Reduce -51.3% | 3,744 | $311K |
| D.B. Root & Company, LLC | 0.10% | Reduce -9.1% | 3,735 | $310K |
| Empowered Funds, LLC | 0.00% | Reduce -16.8% | 3,733 | $310K |
| Yousif Capital Management, LLC | 0.00% | Add +2.1% | 3,684 | $306K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -9.9% | 3,675 | $305K |
| PGGM Investments | 0.00% | No change | 3,651 | $303K |
| V-Square Quantitative Management LLC | 0.04% | Add +6.6% | 3,649 | $303K |
| Cadent Capital Advisors, LLC | 0.11% | No change | 3,625 | $301K |
| Triad Wealth Partners, LLC | 0.09% | Add +3.0% | 3,451 | $286K |
| Vident Advisory, LLC | 0.00% | New | 3,449 | $286K |
| Jones Financial Companies LLLP | 0.00% | Add +59.9% | 3,352 | $276K |
| Bridges Investment Management Inc. | 0.00% | Reduce -70.0% | 3,294 | $273K |
| Summit Trail Advisors, LLC | 0.01% | Add +14.6% | 3,270 | $271K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -6.2% | 3,223 | $267K |
| Allstate Corp. | 0.01% | Reduce -45.0% | 3,109 | $258K |
| Heritage Trust Co | 0.03% | No change | 3,100 | $257K |
| iA Global Asset Management Inc. | 0.00% | New | 3,092 | $257K |
| Greenland Capital Management LP | 0.05% | New | 3,095 | $257K |
| New York Life Investment Management LLC | 0.00% | Reduce -8.8% | 3,092 | $257K |
| Cannon Global Investment Management, LLC | 0.66% | New | 2,900 | $241K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.5% | 2,867 | $238K |
| Qsemble Capital Management, LP | 0.03% | Reduce -55.9% | 2,854 | $237K |
| Keybank National Association | 0.00% | New | 2,815 | $234K |
| Gsa Capital Partners LLP | 0.02% | Reduce -39.3% | 2,763 | $229K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 2,740 | $227K |
| AMG National Trust Bank | 0.01% | No change | 2,703 | $224K |
| CI Investments Inc. | 0.00% | Add +10.3% | 2,693 | $223K |
| Vinva Investment Management Ltd | 0.01% | Reduce -90.8% | 2,688 | $221K |
| New Century Financial Group, LLC | 0.25% | Add +8.7% | 2,643 | $219K |
| Sherbrooke Park Advisers LLC | 0.10% | Reduce -64.9% | 2,605 | $216K |
| Quadrant Capital Group LLC | 0.01% | Add +286.2% | 2,595 | $215K |
| Genesis Private Wealth, LLC | 0.11% | Add +1.3% | 2,555 | $212K |
| Lido Advisors, LLC | 0.00% | New | 2,553 | $212K |
| Allworth Financial LP | 0.00% | Reduce -4.8% | 2,528 | $208K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -36.7% | 2,499 | $207K |
| Evoke Wealth, LLC | 0.01% | New | 2,474 | $205K |
| Wellspring Financial Advisors, LLC | 0.02% | Reduce -9.3% | 2,452 | $203K |
| One Wealth Advisors, LLC | 0.03% | No change | 2,443 | $203K |
| Ostrum Asset Management | 0.01% | Reduce -30.3% | 2,261 | $188K |
| Siemens Fonds Invest GmbH | 0.01% | New | 2,134 | $177K |
| Caldwell Trust Co | 0.02% | No change | 2,000 | $166K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -72.1% | 1,976 | $164K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,913 | $159K |
| Spire Wealth Management | 0.00% | Reduce -1.3% | 1,802 | $150K |
| Johnson Financial Group, Inc. | 0.01% | New | 1,635 | $136K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,600 | $133K |
| Opal Wealth Advisors, LLC | 0.04% | New | 1,535 | $127K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +23.7% | 1,533 | $127K |
| Pandora Wealth, Inc. | 0.08% | — | 1,500 | $124K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.3% | 1,428 | $119K |
| Western Pacific Wealth Management, LP | 0.10% | No change | 1,321 | $110K |
| Quarry LP | 0.03% | Add +109.0% | 1,300 | $108K |
| Amica Retiree Medical Trust | 0.16% | Reduce -15.1% | 1,234 | $102K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -93.2% | 1,200 | $100K |
| Versant Capital Management, Inc | 0.02% | Add +176.9% | 1,185 | $98K |
| Blue Trust, Inc. | 0.00% | Add +65.7% | 1,173 | $97K |
| AlphaQuest LLC | 0.01% | Reduce -93.9% | 1,091 | $91K |
| Leonteq Securities AG | 0.01% | Add +120.1% | 1,050 | $87K |
| Lazard Asset Management LLC | 0.00% | No change | 1,049 | $87K |
| National Bank of Canada | 0.00% | Reduce -1.1% | 997 | $83K |
| Signaturefd, LLC | 0.00% | Add +33.0% | 943 | $78K |
| Penserra Capital Management LLC | 0.00% | Add +4.9% | 935 | $77K |
| Parallel Advisors, LLC | 0.00% | Add +6.0% | 923 | $77K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +55.4% | 909 | $75K |
| GAMMA Investing LLC | 0.01% | Reduce -17.6% | 902 | $75K |
| Principal Securities, Inc. | 0.00% | No change | 805 | $75K |
| Natixis | 0.00% | Reduce -94.8% | 862 | $70K |
| National Pension Service | 0.00% | Reduce -99.7% | 712 | $59K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -10.4% | 657 | $54K |
| NewEdge Advisors, LLC | 0.00% | No change | 649 | $54K |
| Vega Investment Solutions | 0.01% | New | 627 | $52K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.6% | 578 | $48K |
| Ridgewood Investments LLC | 0.02% | Reduce -26.7% | 574 | $48K |
| Private Trust Co. NA | 0.00% | Add +194.2% | 553 | $46K |
| S-Bank Fund Management Ltd | 0.01% | — | 531 | $44K |
| Retirement Wealth Solutions LLC | 0.03% | No change | 510 | $42K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.6% | 507 | $42K |
| Arax Advisory Partners | 0.00% | Add +255.1% | 490 | $41K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.7% | 473 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 436 | $36K |
| Fifth Third Bancorp | 0.00% | Add +105.3% | 423 | $35K |
| IFP Advisors, Inc | 0.00% | Add +4.9% | 386 | $32K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -1.1% | 366 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +178.2% | 331 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +1318.2% | 312 | $26K |
| Global X Japan Co., Ltd. | 0.00% | Add +18.3% | 311 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +26.8% | 289 | $24K |
| Brooklyn Investment Group | 0.01% | Add +63.4% | 281 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Add +49.5% | 290 | $22K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $21K |
| Riverview Trust Co | 0.02% | Reduce -2.8% | 212 | $18K |
| Costello Asset Management, INC | 0.01% | New | 200 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 190 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 185 | $15K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -85.1% | 181 | $15K |
| Clearstead Advisors, LLC | 0.00% | Add +5.3% | 160 | $13K |
| Huntington National Bank | 0.00% | Reduce -66.3% | 153 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +30.4% | 150 | $12K |
| Covestor Ltd | 0.01% | Add +0.7% | 137 | $11K |
| Hemington Wealth Management | 0.00% | Add +23.7% | 141 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 116 | $10K |
| Meeder Asset Management Inc. | 0.00% | Reduce -31.6% | 106 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 103 | $9K |
| Holos Integrated Wealth LLC | 0.01% | No change | 102 | $8K |
| Red Tortoise LLC | 0.00% | No change | 102 | $8K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 98 | $8K |
| CVA Family Office, LLC | 0.00% | Add +683.3% | 94 | $8K |
| MAI Capital Management | 0.00% | Add +9200.0% | 93 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 87 | $7K |
| Whittier Trust Co. | 0.00% | No change | 81 | $7K |
| Saudi Central Bank | 0.03% | New | 77 | $6K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 72 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -34.3% | 71 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | New | 65 | $5K |
| Atticus Wealth Management, LLC | 0.00% | No change | 61 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 57 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 56 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -19.7% | 49 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 49 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -79.3% | 44 | $4K |
| Tidemark, LLC | 0.00% | No change | 43 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 42 | $3K |
| Parvin Asset Management, LLC | 0.00% | New | 38 | $3K |
| SouthState Bank Corp | 0.00% | New | 38 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 38 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 33 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -23.1% | 30 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 29 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 26 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 24 | $2K |
| Quent Capital, LLC | 0.00% | No change | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -17.9% | 23 | $2K |
| SVB Wealth LLC | 0.00% | New | 22 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +33.3% | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 17 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +200.0% | 15 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 15 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 15 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -37.5% | 15 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 14 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 12 | $996 |
| Sachetta, LLC | 0.00% | No change | 11 | $913 |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $913 |
| Cromwell Holdings LLC | 0.00% | New | 10 | $830 |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $830 |
| Rothschild Investment LLC | 0.00% | Add +233.3% | 10 | $830 |
| MV Capital Management, Inc. | 0.00% | Reduce -44.4% | 10 | $830 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 9 | $747 |
| Mather Group, Llc. | 0.00% | No change | 7 | $614 |
| Private Wealth Asset Management, LLC | 0.00% | — | 7 | $581 |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 6 | $422 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $415 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $415 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 5 | $415 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 5 | $414 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 5 | $405 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $332 |
| Sierra Ocean, LLC | 0.00% | New | 4 | $332 |
| HFM Investment Advisors, LLC | 0.00% | — | 4 | $332 |
| UMB Bank, n.a. | 0.00% | New | 4 | $332 |
| Asset Dedication, LLC | 0.00% | New | 4 | $332 |
| Activest Wealth Management | 0.00% | Add +0.0% | 2 | $166 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
| Avion Wealth | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is TRU's weight in each manager's 13F, not the share of Transunion the manager owns.