TransunionTRU
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 545 institutions reported holding Transunion (TRU) in their 13F filings, down 3 from Q1 2025. 67 opened new positions and 70 sold out. The largest holders were Massachusetts Financial Services Co. ($2.0B), Vanguard Group Inc. ($1.6B) and Wellington Management Group LLP ($1.1B). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Transunion
- CUSIP
- 89400J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $409.4M |
| Exits | 70 | $264.6M |
All 13F filers, Q1 2025 → Q2 2025: 22,474,574 shares bought and 18,117,738 shares sold, net +4,356,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 545 holders
| Massachusetts Financial Services Co. | 0.64% | Add +4.8% | 22,720,864 | $2.0B |
| Vanguard Group Inc. | 0.03% | Add +1.5% | 18,539,805 | $1.6B |
| Wellington Management Group LLP | 0.19% | Add +9.8% | 11,945,760 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 10,652,180 | $937.4M |
| Morgan Stanley | 0.04% | Reduce -0.7% | 7,479,205 | $658.2M |
| Meritage Group LP | 14.27% | Add +38.3% | 5,918,322 | $520.8M |
| Farallon Capital Management, L.L.C. | 2.17% | Reduce -0.2% | 5,404,575 | $475.6M |
| T. Rowe Price Investment Management, Inc. | 0.29% | Add +53.9% | 5,251,615 | $462.1M |
| Van Eck Associates Corp. | 0.48% | Reduce -6.2% | 4,794,635 | $421.9M |
| William Blair Investment Management, LLC | 1.11% | Add +41.7% | 4,739,103 | $417.0M |
| Independent Franchise Partners LLP | 2.72% | Add +119.5% | 4,646,903 | $408.9M |
| State Street Corp. | 0.01% | Reduce -0.8% | 4,181,346 | $368.0M |
| Bessemer Group Inc. | 0.51% | Reduce -10.8% | 3,597,366 | $316.6M |
| Janus Henderson Group PLC | 0.14% | Add +3.9% | 3,360,005 | $295.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.0% | 3,221,183 | $282.5M |
| Victory Capital Management Inc. | 0.18% | Reduce -0.0% | 3,145,527 | $276.8M |
| APG Asset Management N.V. | 0.71% | Add +2.5% | 3,176,128 | $238.1M |
| XN LP | 7.76% | Add +28.6% | 2,525,309 | $222.2M |
| Citadel Advisors | 0.18% | Reduce -14.8% | 2,320,678 | $204.2M |
| Ninety One UK Ltd | 0.48% | Reduce -11.9% | 2,317,098 | $203.9M |
| Southpoint Capital Advisors LP | 4.87% | New | 2,200,000 | $193.6M |
| Theleme Partners LLP | 11.28% | Add +16.1% | 2,108,357 | $185.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +5.4% | 1,917,741 | $168.8M |
| FMR LLC | 0.01% | Reduce -58.4% | 1,712,777 | $150.7M |
| Norges Bank | 0.02% | Add +27.8% | 1,708,329 | $150.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +23.4% | 1,668,391 | $146.8M |
| CCLA Investment Management | 2.38% | Add +39.0% | 1,654,363 | $145.5M |
| Neuberger Berman Group LLC | 0.10% | Reduce -3.6% | 1,535,468 | $135.1M |
| Manning & Napier Advisors LLC | 1.59% | Reduce -0.6% | 1,513,528 | $133.2M |
| Pictet Asset Management Holding SA | 0.13% | Reduce -8.3% | 1,408,992 | $124.0M |
| Bank of America Corp. | 0.01% | Add +7.2% | 1,368,979 | $120.5M |
| Danica Pension, Livsforsikringsaktieselskab | 1.85% | Add +24.0% | 1,252,883 | $110.3M |
| Capital International Investors | 0.02% | Reduce -68.5% | 1,242,650 | $109.4M |
| Millennium Management | 0.10% | Add +462.6% | 1,227,307 | $108.0M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 1,216,021 | $107.0M |
| Legal & General Group Plc | 0.03% | Add +11.4% | 1,162,837 | $102.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -35.8% | 1,137,537 | $100.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 1,095,766 | $96.4M |
| JPMorgan Chase & Co. | 0.01% | Add +3.1% | 1,074,527 | $94.6M |
| Franklin Resources Inc. | 0.02% | Reduce -30.4% | 1,046,374 | $92.1M |
| Parnassus Investments, LLC | 0.20% | Reduce -6.5% | 1,006,054 | $88.5M |
| Steadfast Capital Management LP | 1.58% | Add +6.5% | 962,300 | $84.7M |
| Westfield Capital Management Co. LP | 0.34% | Add +11.1% | 922,286 | $81.2M |
| Baron Capital (BAMCO) | 0.21% | Add +0.1% | 872,483 | $76.8M |
| Balyasny Asset Management L.P. | 0.17% | Add +1266.7% | 830,804 | $73.1M |
| Marathon Asset Management Ltd | 2.10% | Add +6.1% | 745,626 | $65.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 721,769 | $63.5M |
| Fernbridge Capital Management LP | 3.02% | Reduce -0.2% | 720,659 | $63.4M |
| Platinum Investment Management Ltd. | 4.18% | Reduce -58.3% | 713,760 | $62.8M |
| Junto Capital Management LP | 1.33% | New | 712,775 | $62.7M |
| Frontier Capital Management Co. LLC | 0.57% | Add +3.4% | 698,761 | $61.5M |
| UBS Group AG | 0.01% | Reduce -43.6% | 682,576 | $60.1M |
| Jane Street Group, LLC | 0.09% | Add +393.6% | 647,218 | $57.0M |
| Deutsche Bank AG | 0.02% | Reduce -3.2% | 615,244 | $54.1M |
| Russell Investments Group, Ltd. | 0.07% | Add +10.1% | 601,609 | $52.9M |
| Swiss National Bank | 0.03% | Add +7.5% | 590,700 | $52.0M |
| Invesco Ltd. | 0.01% | Add +4.5% | 578,599 | $50.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +2.2% | 576,019 | $50.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -46.4% | 559,677 | $49.3M |
| Untitled Investments LP | 13.07% | Reduce -25.0% | 543,458 | $47.8M |
| Spear Holdings RSC Ltd | 3.38% | New | 524,184 | $46.1M |
| Nuveen, LLC | 0.01% | Reduce -23.6% | 511,657 | $45.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -5.6% | 501,018 | $44.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.5% | 485,590 | $42.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.5% | 472,166 | $41.6M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -0.4% | 440,395 | $39.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -1.9% | 430,629 | $37.9M |
| Marshall Wace, LLP | 0.04% | Reduce -68.8% | 418,804 | $36.9M |
| TD Asset Management Inc | 0.03% | Add +36.0% | 415,776 | $36.6M |
| Homestead Advisers Corp | 0.86% | Add +0.8% | 412,100 | $36.3M |
| Crow's Nest Holdings LP | 7.45% | Add +4.9% | 384,000 | $33.8M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -5.0% | 376,638 | $33.1M |
| Susquehanna International Group, LLP | 0.05% | Add +9.5% | 359,258 | $31.6M |
| California State Teachers Retirement System | 0.03% | Add +10.2% | 343,165 | $30.2M |
| Amundi | 0.01% | Add +36.4% | 323,206 | $29.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Add +90.7% | 317,302 | $27.9M |
| Barclays PLC | 0.01% | Add +32.9% | 297,867 | $26.2M |
| Copeland Capital Management, LLC | 0.52% | Reduce -9.8% | 289,349 | $25.5M |
| Comerica Bank | 0.10% | Add +18.5% | 280,699 | $24.7M |
| Meridiem Capital Partners LP | 1.77% | New | 279,066 | $24.6M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -3.6% | 276,640 | $24.3M |
| Nicholas Company, Inc. | 0.38% | Reduce -0.0% | 255,133 | $22.5M |
| Sora Investors LLC | 2.03% | Add +48.8% | 255,102 | $22.4M |
| Assetmark, Inc. | 0.05% | Add +23.4% | 254,383 | $22.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.34% | Add +12.3% | 251,568 | $22.1M |
| California Public Employees Retirement System | 0.01% | Reduce -16.6% | 250,960 | $22.1M |
| Prana Capital Management, LP | 0.79% | Add +18.0% | 249,132 | $21.9M |
| New York State Common Retirement Fund | 0.03% | Add +14.4% | 245,998 | $21.6M |
| Kornitzer Capital Management Inc. | 0.43% | Reduce -28.6% | 242,364 | $21.3M |
| Point72 Europe (London) LLP | 1.07% | Add +83.3% | 236,262 | $20.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +20.4% | 235,129 | $20.7M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -45.1% | 231,440 | $20.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -59.7% | 230,358 | $20.3M |
| Wilson Asset Management (international) PTY Ltd. | 4.97% | Add +1.2% | 229,879 | $20.2M |
| Mackenzie Financial Corp. | 0.03% | Add +77.6% | 222,977 | $19.6M |
| Rhumbline Advisers | 0.02% | Reduce -3.9% | 218,421 | $19.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.3% | 217,167 | $19.1M |
| Gillson Capital LP | 1.45% | New | 215,316 | $18.9M |
| Wells Fargo & Company | 0.00% | Reduce -11.5% | 214,793 | $18.9M |
| Thornburg Investment Management Inc. | 0.24% | Reduce -8.1% | 207,490 | $18.3M |
| Swedbank AB | 0.02% | Add +14.8% | 207,166 | $18.2M |
| Saraza Management, LP | 4.36% | Add +30.2% | 205,000 | $18.0M |
| Lansing Management LP | 12.03% | Add +11.5% | 199,569 | $17.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.3% | 191,996 | $16.9M |
| Jain Global LLC | 0.27% | Add +24.3% | 190,951 | $16.8M |
| FIL Ltd | 0.01% | Add +2.6% | 187,058 | $16.5M |
| Loomis Sayles & Co. L P | 0.02% | Add +8.6% | 181,172 | $15.9M |
| Heron Bay Capital Management | 3.13% | Add +15.0% | 181,038 | $15.9M |
| Raymond James Financial Inc. | 0.01% | Add +2.9% | 176,347 | $15.5M |
| BNP Paribas Financial Markets | 0.01% | Add +177.8% | 174,502 | $15.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +102.4% | 172,421 | $15.2M |
| Point72 Asset Management | 0.04% | Add +100.3% | 171,639 | $15.1M |
| NS Partners Ltd | 0.61% | Reduce -0.5% | 170,900 | $15.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.7% | 167,467 | $14.7M |
| GCM Grosvenor Holdings, LLC | 2.09% | Reduce -8.6% | 165,686 | $14.6M |
| Northern Right Capital Management, L.P. | 4.85% | Add +6.5% | 160,891 | $14.2M |
| Korea Investment CORP | 0.03% | Reduce -11.5% | 152,676 | $13.4M |
| Segall Bryant & Hamill, LLC | 0.19% | New | 151,948 | $13.4M |
| Aviva PLC | 0.03% | Add +6.2% | 146,228 | $12.9M |
| Holocene Advisors, LP | 0.03% | Add +869.8% | 144,515 | $12.7M |
| Sone Capital Management, LLC | 1.17% | Add +408.9% | 144,512 | $12.7M |
| Man Group plc | 0.03% | Reduce -20.0% | 142,376 | $12.5M |
| HSBC Holdings PLC | 0.01% | Add +36.4% | 136,735 | $12.0M |
| Thematics Asset Management | 0.54% | Reduce -11.3% | 136,119 | $12.0M |
| Aberdeen Group plc | 0.02% | Add +7.9% | 135,561 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +76.4% | 133,645 | $11.8M |
| Citigroup Inc. | 0.01% | Reduce -4.9% | 132,376 | $11.6M |
| C WorldWide Group Holding A/S | 0.15% | Reduce -3.1% | 128,723 | $11.3M |
| Reinhart Partners, Llc. | 0.38% | Reduce -6.4% | 126,824 | $11.2M |
| Incline Global Management LLC | 4.37% | Add +38.0% | 126,183 | $11.1M |
| OMERS ADMINISTRATION Corp | 0.08% | No change | 120,719 | $10.6M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -3.1% | 119,766 | $10.5M |
| UniSuper Management Pty Ltd | 0.07% | Reduce -0.3% | 119,088 | $10.5M |
| Woodline Partners LP | 0.06% | Reduce -39.3% | 118,568 | $10.4M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Add +20.4% | 115,983 | $10.2M |
| Zevin Asset Management LLC | 1.39% | Add +1.7% | 110,060 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -47.4% | 109,777 | $9.7M |
| NFJ Investment Group, LLC | 0.34% | Reduce -9.0% | 109,161 | $9.6M |
| Quantinno Capital Management LP | 0.04% | Add +55.2% | 106,615 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 105,941 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.7% | 103,197 | $9.1M |
| Markel Group | 0.08% | No change | 101,050 | $8.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 100,000 | $8.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -77.7% | 98,831 | $8.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +5.7% | 98,004 | $8.6M |
| Verition Fund Management LLC | 0.05% | Reduce -48.1% | 96,353 | $8.5M |
| AEGON ASSET MANAGEMENT UK Plc | 0.11% | Reduce -18.3% | 95,724 | $8.4M |
| Natixis | 0.04% | Add +10842.3% | 94,323 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -3.4% | 93,526 | $8.2M |
| AQR Capital Management | 0.01% | Reduce -43.8% | 91,692 | $8.0M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.5% | 91,049 | $8.0M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -3.2% | 89,064 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -60.4% | 84,273 | $7.4M |
| Daiwa Securities Group Inc. | 0.03% | Add +26.4% | 84,236 | $7.4M |
| Toth Financial Advisory Corp. | 0.87% | Add +5.5% | 84,223 | $7.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +8.4% | 83,802 | $7.4M |
| ICICI Prudential Asset Management Co Ltd | 0.92% | No change | 83,791 | $7.4M |
| Lighthouse Investment Partners, LLC | 0.31% | Reduce -20.3% | 80,249 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +137.7% | 78,167 | $6.9M |
| ExodusPoint Capital Management, LP | 0.08% | Add +207.7% | 78,084 | $6.9M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +8.1% | 75,824 | $6.7M |
| Magnetar Financial LLC | 0.03% | New | 75,457 | $6.6M |
| Danske Bank A/S | 0.02% | Add +3.2% | 74,487 | $6.6M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.6% | 74,313 | $6.5M |
| Andra AP-fonden | 0.09% | Reduce -17.9% | 72,800 | $6.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +583.1% | 69,379 | $6.1M |
| KLP Kapitalforvaltning As | 0.03% | Add +1.8% | 68,900 | $6.1M |
| KBC Group NV | 0.02% | Reduce -62.2% | 65,568 | $5.8M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 64,953 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -28.6% | 64,631 | $5.7M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +0.4% | 64,891 | $5.6M |
| Sei Investments Co. | 0.01% | Add +38.4% | 63,954 | $5.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +4.4% | 63,853 | $5.6M |
| LPL Financial LLC | 0.00% | Add +8.3% | 62,982 | $5.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -2.3% | 62,330 | $5.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +9.0% | 60,290 | $5.3M |
| Arizona State Retirement System | 0.03% | Add +1.2% | 57,036 | $5.0M |
| Gotham Asset Management | 0.03% | Reduce -41.1% | 56,857 | $5.0M |
| Canada Post Corp Registered Pension Plan | 0.29% | New | 55,195 | $4.9M |
| Allianz Asset Management GmbH | 0.01% | Add +124.8% | 54,249 | $4.8M |
| Twinbeech Capital LP | 0.11% | Reduce -24.6% | 53,469 | $4.7M |
| Blair William & Co. | 0.01% | Reduce -28.8% | 52,624 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 51,929 | $4.6M |
| Verdence Capital Advisors LLC | 0.31% | Add +11.6% | 51,333 | $4.5M |
| Mirabaud Asset Management Ltd | 2.09% | Reduce -20.7% | 51,463 | $4.5M |
| TT International Asset Management LTD | 0.83% | Reduce -13.9% | 49,742 | $4.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +15.4% | 48,567 | $4.3M |
| CenterBook Partners LP | 0.24% | Reduce -31.5% | 48,393 | $4.3M |
| Storebrand Asset Management As | 0.01% | Reduce -29.4% | 46,564 | $4.1M |
| Forsta Ap-Fonden | 0.03% | Add +0.2% | 43,600 | $3.8M |
| IFM Investors Pty Ltd | 0.04% | Add +6.2% | 42,381 | $3.7M |
| Interval Partners, LP | 0.08% | New | 41,503 | $3.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +8.0% | 40,394 | $3.6M |
| Nomura Holdings Inc. | 0.03% | New | 40,000 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | Add +0.8% | 39,493 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -4.3% | 39,153 | $3.4M |
| DNB Asset Management AS | 0.01% | Reduce -0.4% | 39,008 | $3.4M |
| M&T Bank Corp | 0.01% | Add +12.5% | 38,265 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +12.1% | 36,542 | $3.2M |
| Voya Investment Management LLC | 0.00% | Reduce -14.4% | 35,620 | $3.1M |
| Toronto Dominion Bank | 0.01% | Add +21.0% | 35,438 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +11.2% | 34,730 | $3.1M |
| USS Investment Management Ltd | 0.02% | Add +0.5% | 34,642 | $3.0M |
| Oak Thistle LLC | 0.43% | Add +183.9% | 33,451 | $2.9M |
| Polar Asset Management Partners Inc. | 0.10% | New | 33,221 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +3.4% | 33,029 | $2.9M |
| Twin Tree Management, LP | 0.07% | New | 32,390 | $2.9M |
| Utah Retirement Systems | 0.03% | No change | 32,080 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -31.9% | 31,638 | $2.8M |
| Henshaw Capital LLC | 0.11% | No change | 31,489 | $2.8M |
| Arlington Partners LLC | 1.01% | Reduce -31.4% | 31,118 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.6% | 30,713 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -90.7% | 30,138 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | Add +4.0% | 29,630 | $2.6M |
| Capital International Sarl | 0.05% | Add +70.7% | 29,539 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +4.6% | 29,504 | $2.6M |
| BDF-Gestion | 0.29% | Reduce -9.8% | 29,391 | $2.6M |
| Mariner, LLC | 0.00% | Add +0.7% | 28,495 | $2.5M |
| ASR Vermogensbeheer N.V. | 0.03% | Reduce -0.4% | 25,528 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +102.2% | 25,970 | $2.2M |
| RBF Capital, LLC | 0.11% | No change | 25,000 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +19.1% | 25,000 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.5% | 24,399 | $2.1M |
| Ethic Inc. | 0.04% | Add +32.1% | 24,209 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 23,985 | $2.1M |
| Moore Capital Management, LP | 0.04% | Add +44.9% | 23,761 | $2.1M |
| Sciencast Management LP | 0.42% | New | 23,201 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -6.9% | 22,584 | $2.0M |
| OP Asset Management Ltd | 0.03% | Add +6.2% | 22,255 | $2.0M |
| Xponance LLC | 0.02% | Reduce -1.5% | 22,250 | $2.0M |
| Prudential PLC | 0.01% | Add +56.6% | 21,558 | $1.9M |
| Catalyst Funds Management Pty Ltd | 0.51% | Add +9.5% | 21,020 | $1.8M |
| Candriam S.C.A. | 0.01% | Add +45.6% | 20,969 | $1.8M |
| Oddo BHF Asset Management Sas | 0.07% | Add +17.9% | 20,490 | $1.8M |
| Bokf, NA | 0.03% | Add +1.8% | 20,211 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +0.1% | 19,372 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -2.6% | 19,317 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.3% | 19,219 | $1.7M |
| Capital International Ltd. | 0.06% | Add +71.2% | 19,141 | $1.7M |
| Soros Capital Management LLC | 0.50% | New | 18,544 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +2.1% | 18,327 | $1.6M |
| Fox Run Management, L.L.C. | 0.26% | New | 17,488 | $1.5M |
| Capital International, Inc. | 0.01% | Reduce -65.6% | 17,062 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -1.3% | 16,970 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +32.9% | 15,961 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +19.9% | 16,805 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +10.7% | 16,831 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.1% | 16,427 | $1.4M |
| Creative Planning | 0.00% | Reduce -1.8% | 16,372 | $1.4M |
| Banque Cantonale Vaudoise | 0.06% | Add +53.2% | 16,168 | $1.4M |
| Eagle Rock Investment Company, LLC | 0.22% | Add +215.6% | 16,101 | $1.4M |
| Schroder Investment Management Group | 0.00% | Reduce -0.0% | 15,734 | $1.4M |
| XML Financial, LLC | 0.11% | No change | 14,564 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Reduce -23.1% | 14,509 | $1.3M |
| Avanza Fonder AB | 0.04% | No change | 14,366 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +10.4% | 14,331 | $1.3M |
| STRS Ohio | 0.00% | Add +0.5% | 14,150 | $1.2M |
| Montag & Caldwell, LLC | 0.27% | No change | 14,008 | $1.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.11% | Add +16.7% | 14,000 | $1.2M |
| Gateway Investment Advisers LLC | 0.01% | Reduce -1.3% | 13,801 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.12% | No change | 13,700 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.7% | 13,593 | $1.2M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.15% | No change | 13,549 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +27.1% | 12,975 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.8% | 12,944 | $1.1M |
| Amica Mutual Insurance Co. | 0.11% | No change | 12,901 | $1.1M |
| Integrated Investment Consultants, LLC | 0.22% | Add +9.7% | 12,485 | $1.1M |
| Kentucky Retirement Systems | 0.03% | Reduce -6.2% | 12,431 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +127.0% | 12,020 | $1.1M |
| Aviso Financial Inc. | 0.05% | Add +6.8% | 11,816 | $1.0M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -0.2% | 11,571 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +23.5% | 11,424 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.5% | 11,356 | $999K |
| Sanctuary Advisors, LLC | 0.01% | Add +3.7% | 11,279 | $993K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -4.4% | 10,992 | $967K |
| Machina Capital S.A.S. | 0.20% | New | 10,810 | $951K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 10,800 | $950K |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -93.2% | 10,789 | $949K |
| Amalgamated Bank | 0.01% | Add +0.9% | 10,583 | $931K |
| Vinva Investment Management Ltd | 0.02% | Add +294.7% | 10,609 | $926K |
| Tidal Investments LLC | 0.01% | Reduce -88.1% | 10,437 | $918K |
| Shell Asset Management Co. | 0.03% | Add +131.4% | 10,434 | $918K |
| Greenleaf Trust | 0.01% | Reduce -20.5% | 10,262 | $903K |
| Empowered Funds, LLC | 0.01% | Add +174.6% | 10,250 | $902K |
| Cornerstone Investment Partners, LLC | 0.04% | Add +0.5% | 10,098 | $889K |
| Alps Advisors Inc. | 0.01% | Reduce -5.4% | 9,757 | $859K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -13.4% | 9,602 | $844K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.7% | 9,541 | $840K |
| Main Street Financial Solutions, LLC | 0.06% | Add +4.2% | 9,310 | $819K |
| Atria Investments, Inc | 0.01% | Add +4.2% | 9,305 | $819K |
| Virtu Financial LLC | 0.04% | Reduce -18.9% | 9,245 | $814K |
| Maryland State Retirement & Pension System | 0.02% | No change | 9,070 | $798K |
| Lazard Asset Management LLC | 0.00% | Add +762.4% | 9,047 | $796K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.5% | 8,920 | $785K |
| Avantax Advisory Services, Inc. | 0.00% | Add +36.4% | 8,843 | $778K |
| Benjamin Edwards Inc. | 0.01% | Add +8.5% | 8,836 | $778K |
| XTX Topco Ltd | 0.03% | New | 8,828 | $777K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.9% | 8,696 | $765K |
| Sompo Asset Management Co., Ltd. | 0.13% | No change | 8,550 | $752K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +12.9% | 8,499 | $748K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -13.0% | 8,436 | $742K |
| Principal Financial Group Inc. | 0.00% | Reduce -15.7% | 8,411 | $740K |
| Sepio Capital, LP | 0.05% | Reduce -27.1% | 8,392 | $738K |
| Wealthfront Advisers LLC | 0.00% | Add +80.0% | 8,331 | $733K |
| CIBC Asset Management Inc | 0.00% | Add +0.6% | 8,320 | $732K |
| Two Sigma Securities, LLC | 0.09% | New | 8,232 | $724K |
| Mutual of America Capital Management LLC | 0.01% | No change | 8,139 | $716K |
| Larson Financial Group LLC | 0.03% | Add +14.9% | 8,133 | $716K |
| Cibc World Markets Corp. | 0.00% | Reduce -8.4% | 8,126 | $715K |
| Two Sigma Investments, LP | 0.00% | Reduce -96.6% | 8,110 | $714K |
| Farringdon Capital, Ltd. | 0.24% | Add +96.5% | 8,028 | $706K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +12.4% | 7,845 | $690K |
| US Bancorp \de | 0.00% | Reduce -8.6% | 7,831 | $689K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 7,729 | $680K |
| SYM FINANCIAL Corp | 0.08% | Reduce -11.6% | 7,650 | $673K |
| Legacy Wealth Asset Management, LLC | 0.17% | Reduce -1.3% | 7,599 | $669K |
| PDT Partners, LLC | 0.04% | Reduce -84.1% | 7,551 | $664K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 7,243 | $664K |
| Commerce Bank | 0.00% | Reduce -1.6% | 7,538 | $663K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,320 | $644K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.1% | 7,245 | $638K |
| Park Avenue Securities LLC | 0.01% | Add +2.2% | 7,193 | $633K |
| Metis Global Partners, LLC | 0.02% | Reduce -5.6% | 7,173 | $631K |
| Bank of Montreal | 0.00% | Add +20.0% | 7,099 | $625K |
| &partners | 0.00% | Reduce -6.4% | 7,030 | $619K |
| Hengehold Capital Management LLC | 0.06% | Add +10.1% | 6,956 | $612K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 6,900 | $607K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,900 | $607K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 6,563 | $578K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.4% | 6,420 | $565K |
| Enterprise Bank & Trust Co | 0.21% | No change | 6,400 | $563K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.8% | 6,360 | $560K |
| Hilltop Holdings Inc. | 0.04% | Reduce -0.0% | 6,308 | $555K |
| Rovin Capital /Ut/ | 0.17% | Add +0.6% | 6,267 | $552K |
| Abn Amro Investment Solutions | 0.01% | New | 6,021 | $530K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.0% | 6,015 | $529K |
| Avior Wealth Management, LLC | 0.02% | Add +12.2% | 6,010 | $529K |
| RMR Wealth Builders | 0.05% | No change | 5,895 | $519K |
| Cannon Global Investment Management, LLC | 1.39% | Add +100.0% | 5,800 | $510K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.8% | 5,664 | $498K |
| Qtron Investments LLC | 0.06% | No change | 5,557 | $489K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -6.5% | 5,276 | $464K |
| HB Wealth Management, LLC | 0.00% | Reduce -13.1% | 5,240 | $461K |
| Westpac Banking Corp. | 0.03% | Reduce -3.8% | 5,239 | $461K |
| Sigma Planning Corp | 0.01% | New | 5,085 | $447K |
| Meeder Advisory Services, Inc. | 0.02% | Add +0.8% | 5,060 | $445K |
| Hunting Hill Global Capital, LLC | 0.24% | No change | 5,040 | $444K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Add +225.9% | 4,996 | $440K |
| Summit Trail Advisors, LLC | 0.01% | Add +51.8% | 4,965 | $437K |
| Jones Financial Companies LLLP | 0.00% | Add +43.4% | 4,808 | $420K |
| Walleye Trading LLC | 0.01% | New | 4,766 | $419K |
| Investment Management Corp of Ontario | 0.01% | Reduce -14.5% | 4,732 | $416K |
| Ossiam | 0.00% | Add +0.1% | 4,731 | $416K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -15.5% | 4,662 | $410K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.0% | 4,659 | $410K |
| Captrust Financial Advisors | 0.00% | Reduce -7.5% | 4,611 | $406K |
| Corient Private Wealth LP | 0.00% | Add +5.2% | 4,608 | $406K |
| EntryPoint Capital, LLC | 0.20% | New | 4,505 | $396K |
| Vident Advisory, LLC | 0.00% | Add +28.8% | 4,443 | $391K |
| Intech Investment Management LLC | 0.00% | Reduce -8.8% | 4,439 | $391K |
| Praxis Investment Management Inc. | 0.02% | New | 4,310 | $379K |
| Forum Financial Management, LP | 0.01% | Add +10.5% | 4,198 | $369K |
| Hudson Bay Capital Management LP | 0.00% | Reduce -98.1% | 4,181 | $368K |
| Procyon Advisors, LLC | 0.03% | Reduce -2.0% | 4,063 | $358K |
| Ninety One SA (Pty) Ltd | 0.06% | Add +0.9% | 4,066 | $357K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.6% | 4,030 | $355K |
| Capital Group Investment Management Pte. LTD. | 0.06% | New | 3,980 | $350K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 3,930 | $346K |
| Triad Wealth Partners, LLC | 0.07% | Add +9.5% | 3,780 | $333K |
| Vestcor Inc | 0.01% | Reduce -0.8% | 3,765 | $331K |
| Cadent Capital Advisors, LLC | 0.10% | Add +0.0% | 3,626 | $319K |
| Yousif Capital Management, LLC | 0.00% | Reduce -2.6% | 3,589 | $316K |
| Callan Family Office, LLC | 0.01% | New | 3,496 | $308K |
| PEAK6 LLC | 0.01% | Reduce -79.9% | 3,458 | $304K |
| Dundas Partners LLP | 0.02% | Reduce -50.8% | 3,452 | $304K |
| D.B. Root & Company, LLC | 0.09% | Reduce -10.1% | 3,357 | $295K |
| MetLife Investment Management, LLC | 0.00% | Reduce -18.2% | 3,247 | $286K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.1% | 3,219 | $283K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 3,154 | $278K |
| National Pension Service | 0.00% | Add +340.3% | 3,135 | $276K |
| Heritage Trust Co | 0.03% | No change | 3,100 | $273K |
| Cwm, LLC | 0.00% | Reduce -47.6% | 3,069 | $270K |
| iA Global Asset Management Inc. | 0.00% | Reduce -1.1% | 3,057 | $269K |
| New York Life Investment Management LLC | 0.00% | Reduce -2.0% | 3,029 | $267K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -20.1% | 2,938 | $259K |
| Bridges Investment Management Inc. | 0.00% | Reduce -11.6% | 2,912 | $256K |
| Summit Securities Group LLC | 0.09% | Reduce -42.5% | 2,873 | $253K |
| Bearing Point Capital, LLC | 0.05% | Reduce -64.4% | 2,865 | $252K |
| Whalen Wealth Management Inc. | 0.16% | New | 2,830 | $249K |
| CI Investments Inc. | 0.00% | Add +4.0% | 2,802 | $247K |
| Genesis Private Wealth, LLC | 0.12% | Add +9.7% | 2,803 | $247K |
| Siemens Fonds Invest GmbH | 0.01% | Add +29.0% | 2,752 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,733 | $240K |
| AMG National Trust Bank | 0.01% | Reduce -0.5% | 2,689 | $237K |
| Simplex Trading, LLC | 0.01% | New | 2,662 | $234K |
| First Trust Advisors LP | 0.00% | Reduce -97.5% | 2,650 | $233K |
| Roundview Capital LLC | 0.02% | Reduce -66.5% | 2,639 | $232K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -27.7% | 2,637 | $232K |
| Quadrant Capital Group LLC | 0.01% | Add +1.5% | 2,634 | $232K |
| Ieq Capital, LLC | 0.00% | New | 2,633 | $232K |
| World Investment Advisors | 0.01% | New | 2,622 | $231K |
| Dark Forest Capital Management LP | 0.01% | Reduce -63.7% | 2,605 | $229K |
| Allworth Financial LP | 0.00% | Add +2.8% | 2,598 | $229K |
| FORA Capital, LLC | 0.02% | New | 2,537 | $223K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.2% | 2,533 | $223K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,477 | $218K |
| Center For Asset Management LLC | 0.13% | New | 2,345 | $218K |
| One Wealth Advisors, LLC | 0.03% | No change | 2,443 | $215K |
| Logan Capital Management Inc. | 0.01% | Reduce -65.9% | 2,423 | $213K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,386 | $210K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 2,370 | $209K |
| Quarry LP | 0.05% | Add +79.9% | 2,339 | $206K |
| IHT Wealth Management, LLC | 0.01% | New | 2,335 | $205K |
| Teza Capital Management LLC | 0.15% | New | 2,330 | $205K |
| Savant Capital, LLC | 0.00% | New | 2,321 | $204K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,309 | $203K |
| D. E. Shaw & Co. | 0.00% | Reduce -81.3% | 2,302 | $203K |
| Corton Capital Inc. | 0.24% | New | 2,301 | $202K |
| Everpar Advisors LLC | 0.09% | New | 2,275 | $200K |
| Walleye Capital LLC | 0.00% | New | 2,150 | $189K |
| Headlands Technologies LLC | 0.02% | New | 2,115 | $186K |
| Caldwell Trust Co | 0.02% | No change | 2,000 | $176K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -20.8% | 1,980 | $174K |
| GAMMA Investing LLC | 0.01% | Add +110.0% | 1,894 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.8% | 1,810 | $159K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,700 | $148K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.1% | 1,658 | $146K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,600 | $141K |
| Ostrum Asset Management | 0.01% | Reduce -29.8% | 1,588 | $140K |
| Pandora Wealth, Inc. | 0.08% | No change | 1,500 | $132K |
| Blue Trust, Inc. | 0.00% | Add +27.2% | 1,492 | $131K |
| Western Pacific Wealth Management, LP | 0.12% | Add +5.0% | 1,387 | $122K |
| National Bank of Canada | 0.00% | Add +36.0% | 1,356 | $119K |
| Amica Retiree Medical Trust | 0.16% | No change | 1,234 | $109K |
| AlphaQuest LLC | 0.01% | Add +0.6% | 1,097 | $97K |
| Penserra Capital Management LLC | 0.00% | Add +12.8% | 1,055 | $92K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,039 | $91K |
| Spire Wealth Management | 0.00% | Reduce -48.1% | 936 | $82K |
| Principal Securities, Inc. | 0.00% | Add +15.0% | 926 | $82K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +1.5% | 923 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -19.2% | 762 | $67K |
| Leonteq Securities AG | 0.00% | Reduce -29.9% | 736 | $65K |
| Parallel Advisors, LLC | 0.00% | Reduce -29.5% | 651 | $57K |
| NewEdge Advisors, LLC | 0.00% | No change | 649 | $57K |
| GeoWealth Management, LLC | 0.00% | New | 644 | $57K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.5% | 616 | $54K |
| Covestor Ltd | 0.03% | Add +343.8% | 608 | $54K |
| Arax Advisory Partners | 0.00% | Add +20.6% | 591 | $52K |
| Private Trust Co. NA | 0.00% | Reduce -2.2% | 541 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 535 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +59.5% | 528 | $46K |
| Retirement Wealth Solutions LLC | 0.03% | No change | 510 | $45K |
| Osterweis Capital Management Inc. | 0.00% | New | 508 | $45K |
| Brooklyn Investment Group | 0.01% | Add +76.5% | 496 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.0% | 492 | $43K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 436 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +301.0% | 413 | $36K |
| S-Bank Fund Management Ltd | 0.01% | Reduce -23.5% | 406 | $36K |
| MAI Capital Management | 0.00% | Add +333.3% | 403 | $35K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 387 | $34K |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 385 | $34K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -1.1% | 362 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +132.7% | 349 | $31K |
| Generali Asset Management SPA SGR | 0.00% | New | 341 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.1% | 308 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -80.3% | 302 | $27K |
| Vega Investment Solutions | 0.01% | Reduce -53.6% | 291 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.8% | 250 | $23K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.5% | 253 | $22K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -25.0% | 234 | $21K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -29.3% | 220 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -52.1% | 185 | $18K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.6% | 206 | $18K |
| Costello Asset Management, INC | 0.01% | No change | 200 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 190 | $17K |
| Ridgewood Investments LLC | 0.01% | Reduce -67.8% | 185 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +8.1% | 173 | $15K |
| Hemington Wealth Management | 0.00% | Add +5.0% | 148 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.4% | 138 | $12K |
| Huntington National Bank | 0.00% | Reduce -20.9% | 121 | $11K |
| Gables Capital Management Inc. | 0.00% | No change | 116 | $10K |
| Holos Integrated Wealth LLC | 0.01% | No change | 102 | $9K |
| Red Tortoise LLC | 0.00% | No change | 102 | $9K |
| Clark Wealth Partners | 0.01% | New | 99 | $9K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 98 | $9K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 96 | $8K |
| CVA Family Office, LLC | 0.00% | Reduce -8.5% | 86 | $8K |
| Whittier Trust Co. | 0.00% | No change | 81 | $7K |
| Federated Hermes, Inc. | 0.00% | Reduce -86.7% | 77 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -60.8% | 71 | $6K |
| Atticus Wealth Management, LLC | 0.00% | Add +8.2% | 66 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 65 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -18.3% | 58 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -1.8% | 56 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 53 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.2% | 52 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +16.7% | 49 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -4.1% | 47 | $4K |
| Sierra Ocean, LLC | 0.00% | Add +1050.0% | 46 | $4K |
| Sachetta, LLC | 0.00% | Add +300.0% | 44 | $4K |
| Tidemark, LLC | 0.00% | No change | 43 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 38 | $3K |
| Meeder Asset Management Inc. | 0.00% | Reduce -67.0% | 35 | $3K |
| True Wealth Design, LLC | 0.00% | Add +10.0% | 33 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 33 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +220.0% | 32 | $3K |
| Rothschild Investment LLC | 0.00% | Add +220.0% | 32 | $3K |
| Essential Partners LLC | 0.00% | — | 31 | $3K |
| Clearstead Trust, LLC | 0.00% | Add +108.3% | 25 | $2K |
| Maseco LLP | 0.00% | — | 24 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 23 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +64.3% | 23 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -26.3% | 28 | $2K |
| Montag A & Associates Inc. | 0.00% | New | 23 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.7% | 21 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 15 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -63.2% | 14 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +180.0% | 14 | $1K |
| WPG Advisers, LLC | 0.00% | Add +160.0% | 13 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +166.7% | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $968 |
| MV Capital Management, Inc. | 0.00% | Add +10.0% | 11 | $968 |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $880 |
| UMB Bank, n.a. | 0.00% | Add +150.0% | 10 | $880 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $704 |
| Activest Wealth Management | 0.00% | Add +300.0% | 8 | $704 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +75.0% | 7 | $616 |
| American Capital Advisory, LLC | 0.00% | New | 7 | $616 |
| HFM Investment Advisors, LLC | 0.00% | Add +75.0% | 7 | $616 |
| Stephens Consulting, LLC | 0.00% | New | 7 | $616 |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $528 |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 5 | $440 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -20.0% | 4 | $352 |
| Asset Dedication, LLC | 0.00% | No change | 4 | $352 |
| LGT Financial Advisors LLC | 0.00% | New | 3 | $264 |
| ORG Partners LLC | 0.00% | New | 3 | $264 |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $176 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -71.4% | 2 | $176 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $88 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $88 |
| Avion Wealth | 0.00% | Reduce -40.0% | 6 | $0 |
"% of holder's portfolio" is TRU's weight in each manager's 13F, not the share of Transunion the manager owns.