TransunionTRU
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 561 institutions reported holding Transunion (TRU) in their 13F filings, up 16 from Q2 2025. 90 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Group Inc. ($1.6B) and Massachusetts Financial Services Co. ($1.5B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).
- Company
- Transunion
- CUSIP
- 89400J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $385.8M |
| Exits | 72 | $412.6M |
All 13F filers, Q2 2025 → Q3 2025: 33,542,312 shares bought and 18,710,926 shares sold, net +14,831,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| BlackRock, Inc. | 0.03% | Add +79.3% | 19,100,039 | $1.6B |
| Vanguard Group Inc. | 0.02% | Add +2.8% | 19,056,903 | $1.6B |
| Massachusetts Financial Services Co. | 0.47% | Reduce -19.6% | 18,275,380 | $1.5B |
| Wellington Management Group LLP | 0.18% | Add +0.1% | 11,956,874 | $1.0B |
| Morgan Stanley | 0.04% | Add +11.1% | 8,308,162 | $696.1M |
| T. Rowe Price Investment Management, Inc. | 0.36% | Add +34.4% | 7,055,464 | $591.1M |
| State Street Corp. | 0.02% | Add +62.2% | 6,781,771 | $568.2M |
| Meritage Group LP | 13.08% | Reduce -7.6% | 5,468,063 | $458.1M |
| Farallon Capital Management, L.L.C. | 2.24% | Reduce -12.4% | 4,732,075 | $396.5M |
| William Blair Investment Management, LLC | 1.01% | Reduce -1.3% | 4,678,809 | $392.0M |
| Van Eck Associates Corp. | 0.36% | Reduce -3.9% | 4,609,054 | $386.1M |
| Independent Franchise Partners LLP | 2.53% | Reduce -1.5% | 4,575,284 | $383.3M |
| Bessemer Group Inc. | 0.46% | Reduce -0.9% | 3,563,453 | $298.5M |
| Ninety One UK Ltd | 0.64% | Add +52.6% | 3,536,458 | $296.3M |
| Geode Capital Management, LLC | 0.02% | Add +8.5% | 3,496,120 | $292.0M |
| Janus Henderson Group PLC | 0.13% | Add +0.7% | 3,383,447 | $283.5M |
| Victory Capital Management Inc. | 0.16% | Add +3.9% | 3,267,053 | $273.7M |
| APG Asset Management N.V. | 0.70% | Add +10.3% | 3,504,669 | $249.9M |
| Invesco Ltd. | 0.03% | Add +355.9% | 2,637,776 | $221.0M |
| XN LP | 6.03% | Reduce -3.1% | 2,446,657 | $205.0M |
| Theleme Partners LLP | 11.95% | Add +5.8% | 2,230,882 | $186.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +11.6% | 2,139,288 | $179.3M |
| Pictet Asset Management Holding SA | 0.14% | Add +24.0% | 1,746,751 | $146.4M |
| Northern Trust Corp. | 0.02% | Add +43.1% | 1,740,642 | $145.8M |
| CCLA Investment Management | 2.26% | Add +2.0% | 1,688,354 | $141.5M |
| FMR LLC | 0.01% | Reduce -2.0% | 1,678,046 | $140.6M |
| Point72 Asset Management | 0.30% | Add +810.1% | 1,562,114 | $130.9M |
| Neuberger Berman Group LLC | 0.10% | Add +1.4% | 1,556,940 | $130.4M |
| Bank of New York Mellon Corp | 0.02% | Add +35.5% | 1,484,311 | $124.4M |
| Egerton Capital (UK) LLP | 1.29% | New | 1,465,050 | $122.7M |
| Manning & Napier Advisors LLC | 1.55% | Reduce -5.5% | 1,429,864 | $121.9M |
| Spear Holdings RSC Ltd | 6.80% | Add +175.6% | 1,444,709 | $121.0M |
| JPMorgan Chase & Co. | 0.01% | Add +28.9% | 1,384,599 | $116.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +19.4% | 1,358,689 | $113.8M |
| Bank of America Corp. | 0.01% | Reduce -1.3% | 1,351,544 | $113.2M |
| UBS Group AG | 0.02% | Add +92.0% | 1,310,621 | $109.8M |
| Danica Pension, Livsforsikringsaktieselskab | 1.68% | Add +4.0% | 1,302,883 | $109.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -26.1% | 1,232,460 | $103.3M |
| Legal & General Group Plc | 0.02% | Add +3.4% | 1,201,940 | $100.7M |
| Westfield Capital Management Co. LP | 0.41% | Add +28.0% | 1,180,154 | $98.9M |
| Amundi | 0.03% | Add +275.3% | 1,212,850 | $92.9M |
| Southpoint Capital Advisors LP | 2.42% | Reduce -50.0% | 1,100,000 | $92.2M |
| Franklin Resources Inc. | 0.02% | Reduce -0.3% | 1,042,936 | $87.4M |
| Ameriprise Financial Inc. | 0.02% | Add +84.9% | 1,034,784 | $86.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +106.0% | 1,000,489 | $83.8M |
| Parnassus Investments, LLC | 0.19% | Reduce -3.8% | 968,311 | $81.1M |
| Steadfast Capital Management LP | 1.33% | Reduce -8.9% | 876,300 | $73.4M |
| Capital International Investors | 0.01% | Reduce -32.6% | 837,705 | $70.2M |
| Baron Capital (BAMCO) | 0.18% | Reduce -5.7% | 822,483 | $68.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 729,917 | $61.2M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +18.7% | 683,833 | $57.3M |
| Citadel Advisors | 0.05% | Reduce -71.3% | 664,975 | $55.7M |
| Frontier Capital Management Co. LLC | 0.49% | Reduce -6.5% | 653,188 | $54.7M |
| Deutsche Bank AG | 0.02% | Add +2.5% | 630,363 | $52.8M |
| Platinum Investment Management Ltd. | 3.33% | Reduce -13.9% | 614,562 | $51.5M |
| Nuveen, LLC | 0.01% | Add +16.9% | 597,991 | $50.1M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -1.3% | 593,963 | $49.8M |
| Marathon Asset Management Ltd | 1.76% | Reduce -23.5% | 570,476 | $47.8M |
| Swiss National Bank | 0.03% | Reduce -4.8% | 562,400 | $47.1M |
| Untitled Investments LP | 12.29% | No change | 543,458 | $45.5M |
| Rhumbline Advisers | 0.04% | Add +145.9% | 537,014 | $45.0M |
| TD Asset Management Inc | 0.04% | Add +25.4% | 521,481 | $43.7M |
| Millennium Management | 0.03% | Reduce -59.5% | 497,310 | $41.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Reduce -1.4% | 494,253 | $41.4M |
| Ilex Capital Partners (UK) LLP | 1.31% | New | 488,476 | $40.9M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +3.2% | 454,347 | $37.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.7% | 433,521 | $36.3M |
| Principal Financial Group Inc. | 0.02% | Add +5046.6% | 432,881 | $36.3M |
| Triple Frond Partners LLC | 3.93% | New | 430,470 | $36.1M |
| Comerica Bank | 0.14% | Add +52.7% | 428,750 | $35.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.2% | 414,605 | $34.7M |
| Homestead Advisers Corp | 0.81% | Reduce -2.0% | 403,800 | $33.8M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -2.2% | 368,216 | $30.8M |
| Crow's Nest Holdings LP | 6.23% | Reduce -7.0% | 357,250 | $29.9M |
| Blair William & Co. | 0.08% | Add +573.7% | 354,523 | $29.7M |
| California State Teachers Retirement System | 0.03% | Add +0.4% | 344,567 | $28.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.14% | Add +7.8% | 341,943 | $28.6M |
| Barclays PLC | 0.01% | Add +12.1% | 333,996 | $28.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +36.6% | 321,101 | $27.4M |
| Retirement Systems of Alabama | 0.08% | New | 297,524 | $24.9M |
| Copeland Capital Management, LLC | 0.48% | Reduce -4.3% | 277,003 | $23.2M |
| Assetmark, Inc. | 0.05% | Add +8.1% | 274,982 | $23.0M |
| California Public Employees Retirement System | 0.01% | Add +7.3% | 269,376 | $22.6M |
| Scopia Capital Management LP | 3.08% | New | 262,257 | $22.0M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -6.6% | 258,322 | $21.6M |
| Nicholas Company, Inc. | 0.36% | Add +0.0% | 255,168 | $21.4M |
| Alliancebernstein L.P. | 0.01% | Add +15.6% | 251,064 | $21.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.19% | Reduce -2.0% | 246,612 | $20.7M |
| New York State Common Retirement Fund | 0.03% | Reduce -1.0% | 243,598 | $20.4M |
| Wilson Asset Management (international) PTY Ltd. | 4.77% | No change | 229,879 | $19.3M |
| Kornitzer Capital Management Inc. | 0.38% | Reduce -6.6% | 226,391 | $19.0M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 220,085 | $18.4M |
| Quantinno Capital Management LP | 0.05% | Add +105.6% | 219,162 | $18.4M |
| Sora Investors LLC | 1.67% | Reduce -15.3% | 215,962 | $18.1M |
| Swedbank AB | 0.02% | No change | 207,166 | $17.4M |
| Lansing Management LP | 12.57% | Add +3.6% | 206,769 | $17.3M |
| Thornburg Investment Management Inc. | 0.22% | Reduce -3.2% | 200,935 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +45.6% | 194,588 | $16.3M |
| Incline Global Management LLC | 4.61% | Add +47.0% | 185,494 | $15.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.2% | 184,555 | $15.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +65.4% | 181,587 | $15.2M |
| Empire Life Investments Inc. | 0.88% | New | 179,860 | $15.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -7.0% | 178,553 | $15.0M |
| Heron Bay Capital Management | 2.78% | Reduce -1.9% | 177,562 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 171,468 | $14.4M |
| NS Partners Ltd | 0.55% | Add +0.0% | 170,919 | $14.3M |
| Sone Capital Management, LLC | 1.19% | Add +17.9% | 170,345 | $14.3M |
| Segall Bryant & Hamill, LLC | 0.19% | Add +9.7% | 166,683 | $14.0M |
| Allianz Asset Management GmbH | 0.02% | Add +202.2% | 163,911 | $13.7M |
| AQR Capital Management | 0.01% | Add +75.3% | 160,766 | $13.5M |
| Point72 (DIFC) Ltd | 0.93% | New | 159,521 | $13.4M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -12.2% | 159,094 | $13.3M |
| Aviva PLC | 0.02% | Add +6.2% | 155,242 | $13.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -11.5% | 152,597 | $12.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -35.7% | 148,811 | $12.5M |
| Thematics Asset Management | 0.55% | Add +6.3% | 144,722 | $12.1M |
| FIL Ltd | 0.01% | Reduce -23.3% | 143,430 | $12.0M |
| Susquehanna Portfolio Strategies, LLC | 0.19% | Add +1216.5% | 142,182 | $11.9M |
| Aberdeen Group plc | 0.02% | Add +2.2% | 138,483 | $11.8M |
| C WorldWide Group Holding A/S | 0.17% | Reduce -0.2% | 128,487 | $10.8M |
| Mackenzie Financial Corp. | 0.01% | Reduce -44.3% | 124,288 | $10.4M |
| GCM Grosvenor Holdings, LLC | 1.57% | Reduce -25.7% | 123,088 | $10.3M |
| Reinhart Partners, Llc. | 0.33% | Reduce -4.5% | 121,101 | $10.1M |
| OMERS ADMINISTRATION Corp | 0.07% | No change | 120,719 | $10.1M |
| UniSuper Management Pty Ltd | 0.06% | No change | 119,088 | $10.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.7% | 118,965 | $10.0M |
| Brookstone Capital Management | 0.12% | New | 117,533 | $9.8M |
| Point72 Europe (London) LLP | 0.53% | Reduce -50.9% | 116,079 | $9.7M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Reduce -0.3% | 115,660 | $9.7M |
| Marshall Wace, LLP | 0.01% | Reduce -73.2% | 112,452 | $9.4M |
| WINTON GROUP Ltd | 0.35% | New | 111,118 | $9.3M |
| Citigroup Inc. | 0.01% | Reduce -17.6% | 109,078 | $9.1M |
| HSBC Holdings PLC | 0.01% | Reduce -21.1% | 107,850 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 105,479 | $8.8M |
| Zevin Asset Management LLC | 1.25% | Reduce -6.5% | 102,918 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.4% | 102,800 | $8.6M |
| Markel Group | 0.07% | No change | 101,050 | $8.5M |
| Mutual of America Capital Management LLC | 0.09% | Add +1134.5% | 100,480 | $8.4M |
| MetLife Investment Management, LLC | 0.04% | Add +2983.6% | 100,125 | $8.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.10% | Add +4.0% | 99,520 | $8.3M |
| Macquarie Group Ltd. | 0.01% | Add +0.3% | 99,103 | $8.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -1.1% | 96,957 | $8.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +7.7% | 90,216 | $7.6M |
| Toth Financial Advisory Corp. | 0.81% | Add +6.5% | 89,731 | $7.5M |
| Amalgamated Bank | 0.05% | Add +745.5% | 89,480 | $7.5M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -0.4% | 88,671 | $7.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.7% | 87,642 | $7.3M |
| Daiwa Securities Group Inc. | 0.02% | Add +2.6% | 86,394 | $7.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -63.2% | 84,846 | $7.1M |
| Verition Fund Management LLC | 0.04% | Reduce -12.4% | 84,395 | $7.1M |
| ICICI Prudential Asset Management Co Ltd | 0.74% | No change | 83,791 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -12.3% | 82,059 | $6.9M |
| State of Tennessee, Department of Treasury | 0.02% | New | 78,428 | $6.6M |
| Jane Street Group, LLC | 0.01% | Reduce -88.0% | 77,954 | $6.5M |
| Asset Management One Co., Ltd. | 0.02% | Add +1.5% | 75,408 | $6.3M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -2.6% | 73,824 | $6.2M |
| First Trust Advisors LP | 0.00% | Add +2676.1% | 73,567 | $6.2M |
| New York State Teachers Retirement System | 0.01% | New | 71,217 | $6.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.4% | 70,824 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +8.5% | 70,471 | $5.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +89.3% | 69,165 | $5.8M |
| KLP Kapitalforvaltning As | 0.02% | No change | 68,900 | $5.8M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 64,891 | $5.5M |
| Sei Investments Co. | 0.01% | Add +2.7% | 65,681 | $5.5M |
| KBC Group NV | 0.01% | Add +0.1% | 65,651 | $5.5M |
| Hudson Bay Capital Management LP | 0.04% | Add +1438.6% | 64,329 | $5.4M |
| Yousif Capital Management, LLC | 0.06% | Add +1664.7% | 63,334 | $5.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -0.4% | 62,087 | $5.2M |
| ExodusPoint Capital Management, LP | 0.07% | Reduce -21.2% | 61,529 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1.9% | 61,443 | $5.1M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -5.4% | 60,410 | $5.1M |
| Teachers Retirement System of the State of Kentucky | 0.04% | New | 60,000 | $5.0M |
| Arizona State Retirement System | 0.03% | Add +0.7% | 57,453 | $4.8M |
| Gotham Asset Management | 0.02% | Add +0.2% | 56,995 | $4.8M |
| Voya Investment Management LLC | 0.01% | Add +59.0% | 56,654 | $4.7M |
| Canada Post Corp Registered Pension Plan | 0.21% | No change | 55,195 | $4.7M |
| Lighthouse Investment Partners, LLC | 0.17% | Reduce -30.3% | 55,966 | $4.7M |
| Danske Bank A/S | 0.01% | Reduce -26.2% | 54,987 | $4.6M |
| Louisiana State Employees Retirement System | 0.08% | New | 54,200 | $4.5M |
| Addenda Capital Inc. | 0.13% | New | 53,867 | $4.5M |
| LPL Financial LLC | 0.00% | Reduce -15.4% | 53,278 | $4.5M |
| Mirabaud Asset Management Ltd | 2.13% | No change | 51,463 | $4.4M |
| Verdence Capital Advisors LLC | 0.25% | Reduce -1.1% | 50,790 | $4.3M |
| Interval Partners, LP | 0.09% | Add +21.4% | 50,382 | $4.2M |
| Rakuten Investment Management, Inc. | 0.01% | — | 31,213 | $4.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | New | 49,995 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -6.0% | 48,793 | $4.1M |
| DNB Asset Management AS | 0.01% | Add +22.2% | 47,664 | $4.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -3.9% | 46,667 | $3.9M |
| State of Michigan Retirement System | 0.02% | New | 46,400 | $3.9M |
| Forsta Ap-Fonden | 0.02% | Add +3.0% | 44,900 | $3.8M |
| CenterBook Partners LP | 0.18% | Reduce -8.9% | 44,096 | $3.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | New | 43,421 | $3.6M |
| IFM Investors Pty Ltd | 0.03% | No change | 42,381 | $3.6M |
| Holocene Advisors, LP | 0.01% | Reduce -70.9% | 42,037 | $3.5M |
| SG Americas Securities, LLC | 0.01% | Add +1521.6% | 41,075 | $3.4M |
| Bridgewater Associates | 0.01% | New | 41,003 | $3.4M |
| Threadgill Financial, LLC | 1.62% | New | 39,991 | $3.4M |
| Exencial Wealth Advisors, LLC | 0.11% | Add +1.8% | 39,854 | $3.3M |
| New Mexico Educational Retirement Board | 0.10% | New | 39,700 | $3.3M |
| Oregon Public Employees Retirement Fund | 0.04% | New | 39,200 | $3.3M |
| Storebrand Asset Management As | 0.01% | Reduce -17.6% | 38,383 | $3.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -7.0% | 37,546 | $3.1M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.0% | 37,531 | $3.1M |
| Korea Investment CORP | 0.01% | Reduce -75.7% | 37,161 | $3.1M |
| Catalyst Funds Management Pty Ltd | 0.47% | Add +76.6% | 37,120 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +6.4% | 36,951 | $3.1M |
| Ameritas Investment Partners, Inc. | 0.09% | New | 36,516 | $3.1M |
| Xponance LLC | 0.02% | Add +60.5% | 35,718 | $3.0M |
| USS Investment Management Ltd | 0.01% | No change | 34,642 | $2.9M |
| Morningstar Investment Management LLC | 0.10% | New | 33,995 | $2.8M |
| DAVENPORT & Co LLC | 0.01% | Add +0.4% | 33,166 | $2.8M |
| Sciencast Management LP | 0.52% | Add +42.6% | 33,086 | $2.8M |
| Coronation Fund Managers Ltd. | 0.14% | New | 32,839 | $2.8M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | New | 32,500 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.2% | 32,336 | $2.7M |
| Utah Retirement Systems | 0.03% | No change | 32,080 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -62.2% | 31,853 | $2.7M |
| Toronto Dominion Bank | 0.01% | Reduce -10.4% | 31,756 | $2.7M |
| Henshaw Capital LLC | 0.10% | No change | 31,489 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.5% | 31,416 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +18.3% | 30,716 | $2.6M |
| Capital International Sarl | 0.04% | Add +2.2% | 30,198 | $2.5M |
| South Dakota Investment Council | 0.05% | New | 28,700 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +19.1% | 28,572 | $2.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.7% | 28,045 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | New | 26,382 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | New | 25,900 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 25,565 | $2.1M |
| ASR Vermogensbeheer N.V. | 0.03% | Reduce -0.4% | 25,435 | $2.1M |
| RBF Capital, LLC | 0.10% | No change | 25,000 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -12.9% | 24,824 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.9% | 24,630 | $2.1M |
| BDF-Gestion | 0.24% | Reduce -17.2% | 24,331 | $2.0M |
| XTX Topco Ltd | 0.11% | Add +174.6% | 24,244 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +791.0% | 23,461 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -70.1% | 23,393 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +36.6% | 23,179 | $1.9M |
| Bank of Montreal | 0.00% | Add +226.4% | 23,174 | $1.9M |
| Schroder Investment Management Group | 0.00% | Add +43.3% | 22,545 | $1.9M |
| Jefferies Financial Group Inc. | 0.02% | New | 22,500 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -41.6% | 22,357 | $1.9M |
| OP Asset Management Ltd | 0.02% | No change | 22,255 | $1.9M |
| Boothbay Fund Management, LLC | 0.05% | Add +355.3% | 21,224 | $1.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +25.3% | 21,062 | $1.8M |
| Candriam S.C.A. | 0.01% | No change | 20,969 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | New | 20,925 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +30.0% | 20,746 | $1.7M |
| Bokf, NA | 0.03% | Add +0.1% | 20,227 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -10.6% | 20,186 | $1.7M |
| Oddo BHF Asset Management Sas | 0.06% | Reduce -3.5% | 19,780 | $1.7M |
| Ethic Inc. | 0.03% | Reduce -19.9% | 19,398 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.4% | 19,295 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.5% | 19,030 | $1.6M |
| Nordea Investment Management AB | 0.00% | Add +14.8% | 19,327 | $1.6M |
| Soros Capital Management LLC | 0.39% | Add +1.2% | 18,760 | $1.6M |
| Capital International Ltd. | 0.06% | Reduce -2.9% | 18,582 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -4.8% | 18,289 | $1.5M |
| Vinva Investment Management Ltd | 0.03% | Add +69.1% | 17,939 | $1.5M |
| Creative Planning | 0.00% | Add +7.2% | 17,546 | $1.5M |
| Concentric Capital Strategies, LP | 0.07% | New | 17,489 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Add +22593.5% | 17,474 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 16,621 | $1.4M |
| Credit Agricole S A | 0.00% | — | 16,531 | $1.4M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.2% | 16,461 | $1.4M |
| Prudential PLC | 0.01% | Reduce -23.6% | 16,460 | $1.4M |
| Eagle Rock Investment Company, LLC | 0.20% | No change | 16,101 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +566.3% | 15,792 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +21.2% | 15,690 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | Add +12.2% | 15,484 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.7% | 15,461 | $1.3M |
| Banque Cantonale Vaudoise | 0.05% | Reduce -7.7% | 14,917 | $1.2M |
| Securian Asset Management, Inc. | 0.03% | New | 14,589 | $1.2M |
| XML Financial, LLC | 0.10% | Add +0.0% | 14,565 | $1.2M |
| Avanza Fonder AB | 0.03% | No change | 14,366 | $1.2M |
| Generali Asset Management SPA SGR | 0.03% | Add +3991.8% | 13,953 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.10% | No change | 13,700 | $1.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.13% | No change | 13,549 | $1.1M |
| Advocacy Wealth Management, LLC | 0.05% | New | 13,437 | $1.1M |
| Amica Mutual Insurance Co. | 0.10% | No change | 12,901 | $1.1M |
| Two Sigma Securities, LLC | 0.16% | Add +56.0% | 12,844 | $1.1M |
| Aviso Financial Inc. | 0.04% | Add +8.4% | 12,809 | $1.1M |
| Arax Advisory Partners | 0.02% | Add +2018.8% | 12,522 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | Add +149.1% | 12,370 | $1.0M |
| Kentucky Retirement Systems | 0.03% | Reduce -1.6% | 12,238 | $1.0M |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 12,052 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.4% | 11,967 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +4.3% | 11,911 | $998K |
| Fieldview Capital Management, LLC | 0.16% | New | 11,770 | $986K |
| Two Sigma Investments, LP | 0.00% | Add +41.9% | 11,510 | $964K |
| Farringdon Capital, Ltd. | 0.24% | Add +41.8% | 11,381 | $954K |
| Empowered Funds, LLC | 0.01% | Add +9.0% | 11,174 | $936K |
| Wolverine Trading, LLC | 0.02% | New | 10,785 | $919K |
| Susquehanna Fundamental Investments, LLC | 0.04% | No change | 10,789 | $904K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -84.6% | 10,655 | $893K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -3.6% | 10,601 | $888K |
| Benjamin Edwards Inc. | 0.01% | Add +17.1% | 10,348 | $867K |
| Cornerstone Investment Partners, LLC | 0.04% | Add +1.6% | 10,265 | $860K |
| MML Investors Services, LLC | 0.00% | Reduce -29.1% | 10,160 | $851K |
| Capital International, Inc. | 0.01% | Reduce -40.8% | 10,101 | $846K |
| Main Street Financial Solutions, LLC | 0.05% | Add +6.2% | 9,889 | $828K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.4% | 9,879 | $828K |
| Lazard Asset Management LLC | 0.00% | Add +6.7% | 9,654 | $809K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.2% | 9,580 | $803K |
| Greenleaf Trust | 0.01% | Reduce -6.7% | 9,574 | $802K |
| Maryland State Retirement & Pension System | 0.02% | Add +5.2% | 9,537 | $799K |
| Walleye Trading LLC | 0.01% | Add +98.0% | 9,439 | $791K |
| Alps Advisors Inc. | 0.00% | Reduce -4.5% | 9,317 | $781K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -3.2% | 9,294 | $779K |
| Investment Management Corp of Ontario | 0.01% | Add +93.2% | 9,144 | $766K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +15.8% | 9,088 | $761K |
| Sepio Capital, LP | 0.04% | Add +5.3% | 8,834 | $740K |
| Integrated Investment Consultants, LLC | 0.12% | Reduce -30.0% | 8,735 | $732K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 8,499 | $712K |
| CIBC Asset Management Inc | 0.00% | Add +0.7% | 8,378 | $702K |
| Lecap Asset Management Ltd. | 0.24% | New | 8,319 | $697K |
| ProShare Advisors LLC | 0.00% | New | 8,286 | $694K |
| Moore Capital Management, LP | 0.01% | Reduce -65.8% | 8,135 | $682K |
| Larson Financial Group LLC | 0.02% | Reduce -2.0% | 7,972 | $668K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.9% | 7,762 | $650K |
| Legacy Wealth Asset Management, LLC | 0.16% | Add +1.7% | 7,728 | $647K |
| Logan Capital Management Inc. | 0.03% | Add +218.9% | 7,726 | $647K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.7% | 8,453 | $645K |
| Commerce Bank | 0.00% | Add +1.1% | 7,617 | $638K |
| Hengehold Capital Management LLC | 0.05% | Add +8.6% | 7,556 | $633K |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.9% | 7,509 | $629K |
| Avior Wealth Management, LLC | 0.02% | Add +24.1% | 7,458 | $625K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.6% | 7,451 | $624K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,320 | $613K |
| Metis Global Partners, LLC | 0.01% | Add +1.2% | 7,261 | $608K |
| Arkadios Wealth Advisors | 0.01% | New | 7,219 | $605K |
| Allstate Corp. | 0.01% | New | 7,030 | $589K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,997 | $586K |
| Captrust Financial Advisors | 0.00% | Add +49.7% | 6,904 | $578K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 6,900 | $578K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.2% | 6,890 | $577K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 6,868 | $575K |
| &partners | 0.00% | Reduce -2.8% | 6,835 | $573K |
| Vident Advisory, LLC | 0.01% | Add +53.6% | 6,824 | $572K |
| Shell Asset Management Co. | 0.06% | Reduce -34.8% | 6,808 | $570K |
| US Bancorp \de | 0.00% | Reduce -13.4% | 6,779 | $568K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 6,563 | $550K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 6,459 | $541K |
| Rovin Capital /Ut/ | 0.15% | Add +2.4% | 6,414 | $537K |
| Rockland Trust Co. | 0.02% | New | 6,400 | $536K |
| Hilltop Holdings Inc. | 0.03% | Add +1.4% | 6,394 | $536K |
| Atria Investments, Inc | 0.01% | Reduce -31.6% | 6,362 | $533K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -25.9% | 6,249 | $524K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,234 | $522K |
| HB Wealth Management, LLC | 0.00% | Add +16.7% | 6,114 | $512K |
| Meeder Advisory Services, Inc. | 0.02% | Add +20.4% | 6,093 | $510K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.8% | 6,065 | $508K |
| Sompo Asset Management Co., Ltd. | 0.09% | Reduce -30.4% | 5,950 | $498K |
| RMR Wealth Builders | 0.04% | Add +0.6% | 5,928 | $497K |
| Caprock Group, LLC | 0.01% | — | 5,545 | $491K |
| Occudo Quantitative Strategies LP | 0.06% | New | 5,787 | $485K |
| Ninety One SA (Pty) Ltd | 0.02% | Add +44.1% | 5,860 | $483K |
| National Pension Service | 0.00% | Add +81.2% | 5,679 | $476K |
| Qtron Investments LLC | 0.06% | No change | 5,557 | $466K |
| Jones Financial Companies LLLP | 0.00% | Add +12.3% | 5,398 | $459K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.5% | 5,580 | $455K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 5,380 | $451K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -71.1% | 5,303 | $444K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.4% | 5,296 | $444K |
| Corient Private Wealth LP | 0.00% | Add +14.8% | 5,289 | $443K |
| Guggenheim Capital LLC | 0.00% | New | 5,233 | $438K |
| Westpac Banking Corp. | 0.03% | Reduce -0.6% | 5,209 | $436K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -2.8% | 5,130 | $430K |
| Abn Amro Investment Solutions | 0.01% | Reduce -15.9% | 5,066 | $424K |
| Hunting Hill Global Capital, LLC | 0.16% | No change | 5,040 | $422K |
| Forum Financial Management, LP | 0.01% | Add +18.6% | 4,980 | $417K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | New | 4,968 | $416K |
| Graham Capital Management, L.P. | 0.02% | New | 4,905 | $411K |
| SYM FINANCIAL Corp | 0.04% | Reduce -38.3% | 4,721 | $396K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -47.1% | 4,716 | $395K |
| Picton Mahoney Asset Management | 0.01% | New | 4,680 | $392K |
| STRS Ohio | 0.00% | Reduce -67.1% | 4,661 | $390K |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.7% | 4,614 | $387K |
| Profund Advisors LLC | 0.01% | New | 4,553 | $381K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.3% | 4,553 | $381K |
| GC Wealth Management RIA, LLC | 0.01% | New | 4,515 | $378K |
| Ossiam | 0.00% | Reduce -5.2% | 4,484 | $376K |
| QRG Capital Management, Inc. | 0.00% | Reduce -53.3% | 4,454 | $373K |
| Intech Investment Management LLC | 0.00% | Reduce -0.1% | 4,437 | $372K |
| Sherbrooke Park Advisers LLC | 0.17% | New | 4,345 | $364K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,310 | $361K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,349 | $361K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +128.6% | 4,138 | $347K |
| Dundas Partners LLP | 0.02% | Add +19.4% | 4,122 | $345K |
| iA Global Asset Management Inc. | 0.00% | Add +32.9% | 4,062 | $340K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.6% | 3,996 | $335K |
| Capital Group Investment Management Pte. LTD. | 0.06% | No change | 3,980 | $333K |
| Tidal Investments LLC | 0.00% | Reduce -62.5% | 3,916 | $328K |
| Callan Family Office, LLC | 0.01% | Add +11.8% | 3,907 | $327K |
| Vestcor Inc | 0.01% | No change | 3,765 | $315K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -0.9% | 3,747 | $314K |
| HighTower Advisors, LLC | 0.00% | Reduce -41.8% | 3,705 | $310K |
| Permanent Capital Management, LP | 0.06% | — | 3,692 | $309K |
| Cwm, LLC | 0.00% | Add +15.7% | 3,552 | $298K |
| Quadrant Capital Group LLC | 0.01% | Add +34.4% | 3,541 | $297K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -80.0% | 3,498 | $293K |
| Rafferty Asset Management, LLC | 0.00% | New | 3,366 | $282K |
| Shelton Capital Management | 0.01% | New | 3,350 | $281K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -0.4% | 3,140 | $276K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +1.6% | 3,270 | $274K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,151 | $264K |
| Heritage Trust Co | 0.03% | No change | 3,100 | $260K |
| Savant Capital, LLC | 0.00% | Add +27.6% | 2,961 | $248K |
| Engineers Gate Manager LP | 0.00% | Reduce -79.7% | 2,947 | $247K |
| Bearing Point Capital, LLC | 0.04% | Add +2.1% | 2,925 | $245K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.5% | 2,829 | $237K |
| Alyeska Investment Group, L.P. | 0.00% | New | 2,772 | $232K |
| CI Investments Inc. | 0.00% | Reduce -1.8% | 2,752 | $231K |
| Group One Trading LLC | 0.01% | New | 2,740 | $230K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -0.6% | 2,737 | $229K |
| AMG National Trust Bank | 0.01% | Reduce -0.3% | 2,681 | $225K |
| Kera Capital Partners, Inc. | 0.03% | New | 2,674 | $224K |
| Cadent Capital Advisors, LLC | 0.06% | Reduce -26.6% | 2,663 | $223K |
| Roundview Capital LLC | 0.01% | No change | 2,639 | $221K |
| One Wealth Advisors, LLC | 0.03% | Add +7.3% | 2,622 | $220K |
| Simplex Trading, LLC | 0.00% | Reduce -2.5% | 2,595 | $217K |
| Ellevest, Inc. | 0.03% | New | 2,540 | $213K |
| Bayesian Capital Management, LP | 0.04% | New | 2,501 | $210K |
| IHT Wealth Management, LLC | 0.01% | Add +5.5% | 2,464 | $206K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,459 | $206K |
| Center For Asset Management LLC | 0.11% | Add +4.1% | 2,441 | $205K |
| GAMMA Investing LLC | 0.01% | Add +14.0% | 2,159 | $181K |
| Caldwell Trust Co | 0.02% | No change | 2,000 | $168K |
| Allworth Financial LP | 0.00% | Reduce -28.7% | 1,853 | $155K |
| Blue Trust, Inc. | 0.00% | Add +15.9% | 1,730 | $145K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +70.8% | 1,576 | $132K |
| Ostrum Asset Management | 0.01% | Reduce -3.1% | 1,539 | $129K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.5% | 1,517 | $127K |
| Pandora Wealth, Inc. | 0.08% | No change | 1,500 | $126K |
| UMB Bank, n.a. | 0.00% | Add +14870.0% | 1,497 | $125K |
| National Bank of Canada | 0.00% | Add +8.5% | 1,471 | $123K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | Reduce -12.5% | 1,400 | $117K |
| Western Pacific Wealth Management, LP | 0.11% | No change | 1,387 | $116K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 1,352 | $113K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1268.8% | 1,314 | $110K |
| Amica Retiree Medical Trust | 0.14% | No change | 1,234 | $103K |
| Fifth Third Bancorp | 0.00% | Add +210.7% | 1,196 | $100K |
| Westfuller Advisors, LLC | 0.04% | New | 1,175 | $98K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -42.9% | 1,130 | $95K |
| AlphaQuest LLC | 0.01% | Reduce -0.6% | 1,091 | $91K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 1,067 | $89K |
| Advisory Services Network, LLC | 0.00% | New | 945 | $79K |
| Spire Wealth Management | 0.00% | No change | 936 | $78K |
| AXA Investment Managers S.A. | 0.00% | — | 932 | $78K |
| Principal Securities, Inc. | 0.00% | Reduce -3.7% | 892 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +65.2% | 872 | $73K |
| Hantz Financial Services, Inc. | 0.00% | Add +10850.0% | 876 | $73K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 750 | $63K |
| Covestor Ltd | 0.03% | Add +20.9% | 735 | $62K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 740 | $62K |
| Leonteq Securities AG | 0.00% | Reduce -5.4% | 696 | $58K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -35.1% | 674 | $56K |
| Smartleaf Asset Management LLC | 0.00% | Add +111.4% | 651 | $55K |
| Versant Capital Management, Inc | 0.01% | Add +220.4% | 660 | $55K |
| NewEdge Advisors, LLC | 0.00% | No change | 649 | $54K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.7% | 640 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.0% | 610 | $51K |
| Global Retirement Partners, LLC | 0.00% | Add +2.2% | 547 | $46K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -32.4% | 169 | $46K |
| Private Trust Co. NA | 0.00% | Reduce -3.7% | 521 | $44K |
| Osterweis Capital Management Inc. | 0.00% | No change | 508 | $43K |
| Walleye Capital LLC | 0.00% | Reduce -76.4% | 508 | $43K |
| Clearstead Advisors, LLC | 0.00% | Add +189.6% | 501 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 436 | $37K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 435 | $36K |
| S-Bank Fund Management Ltd | 0.00% | Reduce -1.5% | 400 | $34K |
| MAI Capital Management | 0.00% | Reduce -6.0% | 379 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.4% | 368 | $31K |
| SJS Investment Consulting Inc. | 0.00% | No change | 362 | $30K |
| TD Private Client Wealth LLC | 0.00% | Reduce -97.0% | 337 | $28K |
| FNY Investment Advisers, LLC | 0.01% | New | 341 | $28K |
| Root Financial Partners, LLC | 0.00% | New | 278 | $23K |
| NFJ Investment Group, LLC | 0.00% | Reduce -99.8% | 275 | $23K |
| Raiffeisen Bank International AG | 0.00% | New | 254 | $22K |
| Wealthspire Advisors, LLC | 0.00% | New | 252 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.2% | 245 | $21K |
| IFP Advisors, Inc | 0.00% | Add +21.6% | 225 | $19K |
| Quarry LP | 0.00% | Reduce -91.2% | 205 | $17K |
| Hemington Wealth Management | 0.00% | Add +42.6% | 211 | $17K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -1.1% | 188 | $16K |
| Huntington National Bank | 0.00% | Add +54.5% | 187 | $16K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -27.3% | 160 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 145 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 135 | $11K |
| Albion Financial Group | 0.00% | New | 127 | $11K |
| True Wealth Design, LLC | 0.00% | Add +269.7% | 122 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 116 | $10K |
| Red Tortoise LLC | 0.00% | No change | 102 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.1% | 101 | $8K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 98 | $8K |
| Holos Integrated Wealth LLC | 0.00% | No change | 102 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 86 | $7K |
| Essential Partners LLC | 0.00% | Add +148.4% | 77 | $6K |
| Whittier Trust Co. | 0.00% | No change | 81 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +407.1% | 71 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -48.5% | 71 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 65 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.7% | 57 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 56 | $5K |
| Salomon & Ludwin, LLC | 0.00% | New | 60 | $5K |
| Plato Investment Management Ltd | 0.00% | New | 54 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 53 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 52 | $4K |
| Proffitt & Goodson Inc. | 0.00% | New | 52 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +26.3% | 48 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 47 | $4K |
| Sachetta, LLC | 0.00% | No change | 44 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.2% | 44 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 43 | $4K |
| Tidemark, LLC | 0.00% | No change | 43 | $4K |
| Quent Capital, LLC | 0.00% | New | 42 | $4K |
| Meeder Asset Management Inc. | 0.00% | Add +14.3% | 40 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +129.4% | 39 | $3K |
| Crewe Advisors LLC | 0.00% | New | 37 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 33 | $3K |
| Cromwell Holdings LLC | 0.00% | No change | 32 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 32 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -9.4% | 29 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 25 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +8.7% | 25 | $2K |
| Montag A & Associates Inc. | 0.00% | Add +4.3% | 24 | $2K |
| Maseco LLP | 0.00% | No change | 24 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 31 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 21 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +5.0% | 21 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 18 | $2K |
| Aspect Partners, LLC | 0.00% | New | 18 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 15 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -85.9% | 10 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $922 |
| MV Capital Management, Inc. | 0.00% | No change | 11 | $922 |
| Guerra Advisors Inc | 0.00% | New | 10 | $838 |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $838 |
| Rialto Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $838 |
| HFM Investment Advisors, LLC | 0.00% | Add +28.6% | 9 | $754 |
| Activest Wealth Management | 0.00% | Add +12.5% | 9 | $754 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $670 |
| Mather Group, Llc. | 0.00% | New | 7 | $620 |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $587 |
| Rakuten Securities, Inc. | 0.00% | Add +600.0% | 7 | $586 |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 6 | $503 |
| Financial Consulate, Inc. | 0.00% | New | 6 | $503 |
| WPG Advisers, LLC | 0.00% | Reduce -61.5% | 5 | $419 |
| SouthState Bank Corp | 0.00% | Reduce -64.3% | 5 | $419 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $419 |
| Seneschal Advisors, LLC | 0.00% | New | 4 | $336 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $251 |
| ORG Partners LLC | 0.00% | No change | 3 | $251 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $168 |
| Davis Capital Management | 0.00% | — | 2 | $168 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $168 |
| Winnacle Wealth LLC | 0.00% | New | 1 | $84 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $84 |
| Avion Wealth | 0.00% | Add +83.3% | 11 | $0 |
"% of holder's portfolio" is TRU's weight in each manager's 13F, not the share of Transunion the manager owns.