TransunionTRU
13F holders, Q1 2026 (March 31)564holders −23
70new positions
91sold out
7famous investors
$72.39avg. 13F price*
At the end of Q1 2026, 564 institutions reported holding Transunion (TRU) in their 13F filings, down 23 from Q4 2025. 70 opened new positions and 91 sold out. The largest holders were Massachusetts Financial Services Co. ($1.6B), BlackRock, Inc. ($1.3B) and Dodge & Cox ($1.1B). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Transunion
- CUSIP
- 89400J107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $381.8M |
| Exits | 91 | $574.5M |
All 13F filers, Q4 2025 → Q1 2026: 33,705,603 shares bought and 22,682,160 shares sold, net +11,023,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| Massachusetts Financial Services Co. | 0.54% | Reduce -15.4% | 13,146,925 | $1.6B |
| BlackRock, Inc. | 0.02% | Add +3.2% | 18,816,783 | $1.3B |
| Dodge & Cox | 0.62% | Add +64.5% | 16,189,511 | $1.1B |
| Independent Franchise Partners LLP | 5.87% | Add +32.8% | 12,131,944 | $839.4M |
| Wellington Management Group LLP | 0.14% | Reduce -6.5% | 10,952,962 | $757.8M |
| FMR LLC | 0.04% | Add +114.7% | 9,599,109 | $664.2M |
| Vanguard Capital Management LLC | 0.01% | — | 8,635,550 | $597.5M |
| Vanguard Portfolio Management LLC | 0.03% | — | 8,278,228 | $572.8M |
| T. Rowe Price Investment Management, Inc. | 0.35% | Add +3.6% | 7,303,328 | $505.3M |
| State Street Corp. | 0.02% | Add +1.6% | 6,940,429 | $480.2M |
| Morgan Stanley | 0.03% | Reduce -13.1% | 6,929,853 | $479.5M |
| Van Eck Associates Corp. | 0.27% | Add +6.2% | 5,239,016 | $362.5M |
| Invesco Ltd. | 0.03% | Add +47.4% | 4,111,538 | $284.5M |
| Janus Henderson Group PLC | 0.12% | Add +8.5% | 3,740,326 | $258.8M |
| Meritage Group LP | 9.48% | Reduce -31.9% | 3,632,870 | $251.4M |
| Geode Capital Management, LLC | 0.02% | Add +2.6% | 3,612,404 | $249.3M |
| Ninety One UK Ltd | 0.57% | Reduce -1.5% | 3,547,743 | $245.5M |
| Vulcan Value Partners, LLC | 5.88% | Add +201.8% | 3,207,405 | $221.9M |
| Citadel Advisors | 0.16% | Add +1913.9% | 3,143,309 | $217.5M |
| William Blair Investment Management, LLC | 0.66% | Reduce -27.1% | 2,891,187 | $200.0M |
| Capital International Investors | 0.05% | New | 2,828,091 | $195.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +20.4% | 2,498,573 | $172.8M |
| Theleme Partners LLP | 10.68% | Add +3.9% | 2,316,882 | $160.3M |
| Bessemer Group Inc. | 0.21% | Reduce -48.2% | 1,952,940 | $135.1M |
| Northern Trust Corp. | 0.02% | Reduce -2.0% | 1,773,621 | $122.7M |
| JPMorgan Chase & Co. | 0.01% | Add +3.4% | 1,692,374 | $112.5M |
| AQR Capital Management | 0.05% | Add +320.3% | 1,610,599 | $110.3M |
| Neuberger Berman Group LLC | 0.08% | Reduce -12.4% | 1,532,428 | $106.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 1,491,932 | $103.2M |
| Bank of America Corp. | 0.01% | Add +9.4% | 1,447,914 | $100.2M |
| Pictet Asset Management Holding SA | 0.11% | Reduce -28.6% | 1,444,947 | $99.9M |
| Manning & Napier Advisors LLC | 1.23% | Reduce -5.5% | 1,257,357 | $87.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,194,170 | $82.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -2.8% | 1,137,395 | $78.7M |
| Amundi | 0.02% | Add +6.3% | 979,450 | $67.8M |
| UBS Group AG | 0.01% | Add +43.7% | 946,143 | $65.5M |
| Ilex Capital Partners (UK) LLP | 1.55% | Add +13.2% | 909,445 | $62.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.6% | 907,353 | $62.8M |
| Parnassus Investments, LLC | 0.18% | Reduce -0.2% | 890,979 | $61.6M |
| Meridiem Capital Partners LP | 3.86% | New | 848,343 | $58.7M |
| Triple Frond Partners LLC | 5.88% | Add +48.4% | 817,828 | $56.6M |
| Legal & General Group Plc | 0.01% | Reduce -2.3% | 816,547 | $56.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +22.3% | 811,611 | $56.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.5% | 784,513 | $54.3M |
| Millennium Management | 0.04% | Add +181.9% | 746,105 | $51.6M |
| Deutsche Bank AG | 0.02% | Add +8.8% | 677,652 | $46.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.2% | 651,710 | $45.1M |
| Baron Capital (BAMCO) | 0.13% | Reduce -21.2% | 641,179 | $44.4M |
| Orbis Allan Gray Ltd | 0.17% | New | 584,722 | $40.5M |
| Danica Pension, Livsforsikringsaktieselskab | 0.76% | Reduce -57.4% | 583,135 | $40.3M |
| Swiss National Bank | 0.02% | Add +6.8% | 570,000 | $39.4M |
| Marathon Asset Management Ltd | 1.51% | Add +7.9% | 569,292 | $39.4M |
| Rhumbline Advisers | 0.03% | Add +1.6% | 537,114 | $37.2M |
| TD Asset Management Inc | 0.03% | Reduce -2.5% | 509,877 | $35.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.21% | Add +25.2% | 491,075 | $34.0M |
| Quantinno Capital Management LP | 0.06% | Reduce -14.1% | 477,322 | $33.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.0% | 471,886 | $32.6M |
| Schonfeld Strategic Advisors LLC | 0.27% | Reduce -25.7% | 469,683 | $32.5M |
| Nuveen, LLC | 0.01% | Reduce -26.8% | 439,722 | $30.4M |
| Principal Financial Group Inc. | 0.02% | Add +2.8% | 429,558 | $29.7M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -33.7% | 429,447 | $29.6M |
| Heron Bay Capital Management | 2.71% | Add +139.6% | 425,198 | $29.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -6.6% | 393,818 | $27.2M |
| Copeland Capital Management, LLC | 0.55% | Reduce -2.6% | 357,685 | $24.7M |
| Retirement Systems of Alabama | 0.08% | Add +0.8% | 350,672 | $24.3M |
| Homestead Advisers Corp | 0.65% | Reduce -1.1% | 350,213 | $24.1M |
| California State Teachers Retirement System | 0.02% | Reduce -2.7% | 338,280 | $23.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 334,003 | $23.1M |
| Sunriver Management LLC | 3.88% | Reduce -35.9% | 331,809 | $23.0M |
| CIBC Bancorp USA Inc. | 0.03% | — | 329,521 | $22.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.0% | 245,295 | $21.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Reduce -38.4% | 297,016 | $20.6M |
| Untitled Investments LP | 7.43% | Reduce -44.9% | 288,538 | $20.0M |
| Wilson Asset Management (international) PTY Ltd. | 5.25% | Add +16.9% | 268,657 | $18.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.4% | 268,570 | $18.6M |
| California Public Employees Retirement System | 0.01% | Reduce -3.6% | 264,671 | $18.3M |
| Susquehanna Fundamental Investments, LLC | 0.67% | Add +44.4% | 258,491 | $17.9M |
| Sora Investors LLC | 1.64% | New | 257,141 | $17.8M |
| Nicholas Company, Inc. | 0.35% | Add +0.1% | 255,258 | $17.7M |
| Citigroup Inc. | 0.01% | Reduce -44.7% | 247,489 | $17.1M |
| Holocene Advisors, LP | 0.04% | Add +59.4% | 245,298 | $17.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -16.4% | 245,790 | $16.9M |
| Loomis Sayles & Co. L P | 0.02% | Add +43.3% | 237,724 | $16.4M |
| Distillate Capital Partners LLC | 0.79% | New | 217,131 | $15.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +17.1% | 216,048 | $14.9M |
| Assetmark, Inc. | 0.03% | Reduce -24.9% | 215,062 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 210,038 | $14.5M |
| Lansing Management LP | 9.56% | Reduce -5.5% | 207,993 | $14.4M |
| Swedbank AB | 0.02% | No change | 207,166 | $14.3M |
| Man Group plc | 0.03% | Add +72.0% | 192,719 | $13.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -75.5% | 188,109 | $13.0M |
| Barclays PLC | 0.00% | Reduce -29.9% | 180,353 | $12.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 178,987 | $12.4M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 169,803 | $11.7M |
| Aviva PLC | 0.02% | Add +2.7% | 168,114 | $11.6M |
| Sei Investments Co. | 0.01% | Add +53.6% | 156,773 | $10.8M |
| Mirova | 0.43% | New | 154,637 | $10.7M |
| Thornburg Investment Management Inc. | 0.11% | Reduce -23.5% | 151,605 | $10.5M |
| OMERS ADMINISTRATION Corp | 0.06% | Add +1.4% | 142,539 | $9.9M |
| Aberdeen Group plc | 0.02% | Add +2.6% | 139,056 | $9.6M |
| Brookstone Capital Management | 0.11% | Add +5.5% | 137,087 | $9.5M |
| Frontier Capital Management Co. LLC | 0.10% | Reduce -58.0% | 136,442 | $9.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -0.3% | 135,605 | $9.4M |
| Verition Fund Management LLC | 0.10% | Add +475.9% | 135,228 | $9.4M |
| Addenda Capital Inc. | 0.26% | Add +6.0% | 131,113 | $9.1M |
| Gillson Capital LP | 0.74% | Add +5.2% | 130,700 | $9.0M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +17.9% | 130,148 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +572.2% | 129,757 | $8.9M |
| Kornitzer Capital Management Inc. | 0.19% | Reduce -14.7% | 129,285 | $8.9M |
| C WorldWide Group Holding A/S | 0.19% | Reduce -0.1% | 126,452 | $8.7M |
| Select Equity Group, L.P. | 0.05% | New | 126,174 | $8.7M |
| Milford Funds Ltd. | 0.18% | Reduce -73.6% | 123,797 | $8.6M |
| Korea Investment CORP | 0.02% | Add +191.4% | 118,181 | $8.2M |
| ICICI Prudential Asset Management Co Ltd | 0.97% | Add +25.3% | 116,291 | $8.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.6% | 113,712 | $7.9M |
| Zevin Asset Management LLC | 1.06% | Add +2.5% | 110,634 | $7.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +7.4% | 109,771 | $7.6M |
| HSBC Holdings PLC | 0.00% | Add +5.2% | 105,959 | $7.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.4% | 104,379 | $7.2M |
| State of Wisconsin Investment Board | 0.02% | Add +3.3% | 101,255 | $7.0M |
| Nomura Asset Management International Inc. | 0.01% | Add +10.9% | 99,765 | $6.9M |
| Reinhart Partners, Llc. | 0.20% | Reduce -7.7% | 98,061 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 97,712 | $6.8M |
| APG Asset Management N.V. | 0.02% | Reduce -2.6% | 111,816 | $6.7M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 96,916 | $6.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 95,677 | $6.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.2% | 94,688 | $6.6M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -33.1% | 93,585 | $6.5M |
| Toth Financial Advisory Corp. | 0.68% | Reduce -10.5% | 89,226 | $6.2M |
| Royal London Asset Management Ltd. | 0.01% | No change | 87,826 | $6.1M |
| GCM Grosvenor Holdings, LLC | 0.67% | Reduce -26.9% | 87,485 | $6.1M |
| Amalgamated Bank | 0.05% | Add +0.1% | 86,680 | $6.0M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 83,448 | $5.8M |
| Victory Capital Management Inc. | 0.00% | Add +5.8% | 82,805 | $5.7M |
| Sienna Gestion | 0.37% | New | 84,765 | $5.7M |
| First Trust Advisors LP | 0.00% | Add +114.7% | 79,909 | $5.5M |
| Tredje AP-fonden | 0.03% | Add +203.3% | 79,547 | $5.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -1.9% | 78,640 | $5.4M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -8.5% | 77,148 | $5.3M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -5.9% | 77,090 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +195.2% | 76,647 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 75,207 | $5.2M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 74,800 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +120.3% | 74,404 | $5.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +88.9% | 71,517 | $4.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -8.1% | 71,120 | $4.9M |
| KLP Kapitalforvaltning As | 0.02% | No change | 69,700 | $4.8M |
| Mariner, LLC | 0.01% | Add +158.2% | 68,795 | $4.8M |
| KBC Group NV | 0.01% | Add +0.1% | 67,836 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +1173.0% | 71,324 | $4.7M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 67,172 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | Add +28.5% | 66,300 | $4.6M |
| Bridgewater Associates | 0.02% | Reduce -14.5% | 63,861 | $4.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 64,891 | $4.4M |
| Prana Capital Management, LP | 0.13% | New | 63,224 | $4.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +2.0% | 63,113 | $4.4M |
| Canada Post Corp Registered Pension Plan | 0.17% | No change | 61,377 | $4.2M |
| Threadgill Financial, LLC | 1.23% | Reduce -3.3% | 61,261 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 60,000 | $4.2M |
| Yousif Capital Management, LLC | 0.05% | Reduce -5.3% | 58,834 | $4.1M |
| Graham Capital Wealth Management, LLC | 3.57% | New | 58,166 | $4.0M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +4.7% | 58,378 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -7.3% | 57,628 | $4.0M |
| Equitable Trust Co. | 0.18% | New | 57,591 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -30.3% | 56,794 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -51.6% | 56,736 | $3.9M |
| Louisiana State Employees Retirement System | 0.07% | Add +3.9% | 55,800 | $3.9M |
| Danske Bank A/S | 0.01% | Reduce -7.0% | 55,487 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -63.2% | 55,185 | $3.8M |
| Fifth Third Bancorp | 0.01% | Add +2926.1% | 53,865 | $3.7M |
| LPL Financial LLC | 0.00% | Add +8.3% | 52,782 | $3.7M |
| Arizona State Retirement System | 0.02% | Reduce -1.4% | 52,755 | $3.7M |
| Ninety One North America, Inc. | 0.16% | Add +0.7% | 52,702 | $3.6M |
| Gotham Asset Management | 0.01% | Reduce -27.8% | 52,073 | $3.6M |
| Callan Family Office, LLC | 0.08% | Add +362.2% | 49,601 | $3.4M |
| DNB Asset Management AS | 0.01% | Add +16.3% | 48,378 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.8% | 48,207 | $3.3M |
| Voya Investment Management LLC | 0.00% | Reduce -13.8% | 47,330 | $3.3M |
| State of Michigan Retirement System | 0.02% | Add +0.9% | 46,300 | $3.2M |
| Allianz Asset Management GmbH | 0.00% | Add +179.0% | 45,019 | $3.1M |
| Platinum Investment Management Ltd. | 0.78% | No change | 44,595 | $3.1M |
| Interval Partners, LP | 0.11% | Reduce -78.9% | 44,418 | $3.1M |
| IFM Investors Pty Ltd | 0.03% | Add +5.8% | 44,022 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.8% | 43,103 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -8.9% | 42,941 | $3.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -54.4% | 42,336 | $2.9M |
| Henshaw Capital LLC | 0.11% | Add +0.2% | 41,947 | $2.9M |
| Exencial Wealth Advisors, LLC | 0.09% | Reduce -2.6% | 41,618 | $2.9M |
| Lighthouse Investment Partners, LLC | 0.11% | Reduce -58.1% | 41,158 | $2.8M |
| Mackenzie Financial Corp. | 0.00% | Add +3.7% | 40,413 | $2.8M |
| New Mexico Educational Retirement Board | 0.08% | No change | 39,700 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +2.1% | 39,440 | $2.7M |
| Catalyst Funds Management Pty Ltd | 0.46% | Add +49.8% | 39,420 | $2.7M |
| Morningstar Investment Management LLC | 0.17% | Add +14.3% | 38,839 | $2.7M |
| SEB Asset Management AB | 0.01% | — | 37,673 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +1390.3% | 37,571 | $2.6M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -0.3% | 37,322 | $2.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -7.0% | 37,597 | $2.6M |
| Xponance LLC | 0.02% | Add +16.2% | 37,173 | $2.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | Reduce -13.2% | 36,410 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -0.4% | 35,444 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.8% | 35,284 | $2.4M |
| Creative Planning | 0.00% | Add +20.9% | 35,263 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +94.9% | 34,541 | $2.4M |
| Brandes Investment Partners, LP | 0.02% | New | 34,305 | $2.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 32,500 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -1.1% | 31,710 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +79.7% | 30,989 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +187.9% | 30,382 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 29,531 | $2.0M |
| Tidal Investments LLC | 0.01% | Add +291.4% | 30,131 | $2.0M |
| FORA Capital, LLC | 0.15% | New | 29,106 | $2.0M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +12.0% | 28,987 | $2.0M |
| PDT Partners, LLC | 0.12% | Reduce -70.4% | 28,855 | $2.0M |
| Bank of Montreal | 0.00% | Add +15.5% | 28,334 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 27,758 | $1.9M |
| Cwm, LLC | 0.01% | Add +330.3% | 27,751 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -22.6% | 26,764 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +138.4% | 26,700 | $1.8M |
| Toronto Dominion Bank | 0.00% | Reduce -15.5% | 26,364 | $1.8M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.2% | 25,225 | $1.7M |
| RBF Capital, LLC | 0.09% | No change | 25,000 | $1.7M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +1.7% | 24,938 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -75.2% | 24,811 | $1.7M |
| Allstate Corp. | 0.02% | Add +86.9% | 24,166 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +75.0% | 23,928 | $1.7M |
| Storebrand Asset Management As | 0.00% | Reduce -15.6% | 23,185 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.6% | 22,846 | $1.6M |
| BDF-Gestion | 0.21% | No change | 22,811 | $1.6M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.4% | 21,885 | $1.5M |
| Quantitative Investment Management, LLC | 0.16% | Reduce -10.0% | 21,678 | $1.5M |
| Two Sigma Investments, LP | 0.00% | No change | 21,110 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +183.0% | 20,566 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -43.5% | 20,388 | $1.4M |
| OP Asset Management Ltd | 0.01% | Reduce -9.7% | 20,102 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +0.1% | 20,160 | $1.4M |
| TT International Asset Management LTD | 0.15% | Add +482.7% | 19,405 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.0% | 19,301 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 19,030 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.1% | 19,026 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.8% | 19,015 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -27.0% | 18,411 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.7% | 18,360 | $1.3M |
| Sivia Capital Partners, LLC | 0.24% | Add +222.0% | 17,558 | $1.2M |
| Inceptionr LLC | 0.29% | New | 17,114 | $1.2M |
| Candriam S.C.A. | 0.01% | Add +7.3% | 16,923 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -97.3% | 16,751 | $1.2M |
| Main Management ETF Advisors, LLC | 0.04% | New | 16,618 | $1.1M |
| Prudential PLC | 0.01% | No change | 16,460 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -4.9% | 16,279 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -94.6% | 16,136 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.18% | New | 15,920 | $1.1M |
| Amica Mutual Insurance Co. | 0.09% | No change | 15,726 | $1.1M |
| Credit Agricole S A | 0.00% | Reduce -19.1% | 15,631 | $1.1M |
| Sepio Capital, LP | 0.06% | Add +70.5% | 15,624 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -2.5% | 15,294 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -35.0% | 15,198 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.02% | Add +59.7% | 14,841 | $1.0M |
| XML Financial, LLC | 0.08% | New | 14,566 | $1.0M |
| Bokf, NA | 0.02% | Reduce -1.1% | 14,510 | $1.0M |
| Avanza Fonder AB | 0.03% | No change | 14,366 | $994K |
| Ofi Invest Asset Management | 0.01% | Add +146.2% | 14,219 | $984K |
| Securian Asset Management, Inc. | 0.04% | No change | 14,152 | $979K |
| Vontobel Holding Ltd. | 0.00% | Add +0.5% | 14,045 | $972K |
| Coronation Fund Managers Ltd. | 0.04% | Reduce -64.1% | 13,957 | $966K |
| Investment Management Corp of Ontario | 0.01% | Add +5.3% | 13,846 | $958K |
| Graham Capital Management, L.P. | 0.04% | Add +96.2% | 13,799 | $955K |
| Knollwood Investment Advisory, LLC | 0.10% | No change | 13,700 | $948K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -80.6% | 13,527 | $936K |
| Vinva Investment Management Ltd | 0.01% | Reduce -32.9% | 13,583 | $903K |
| Becker Capital Management Inc. | 0.03% | New | 13,005 | $900K |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 12,670 | $876K |
| Penserra Capital Management LLC | 0.01% | Add +1089.1% | 12,569 | $869K |
| Advocacy Wealth Management, LLC | 0.04% | Add +0.0% | 12,494 | $864K |
| FJ Capital Management LLC | 0.10% | New | 12,424 | $860K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -24.5% | 12,381 | $856K |
| Worthington Financial Partners, LLC | 0.73% | Add +54.1% | 12,322 | $853K |
| Evergreen Capital Management LLC | 0.02% | Add +139.9% | 12,276 | $849K |
| Susquehanna International Group, LLP | 0.00% | Add +212.3% | 12,213 | $845K |
| National Pension Service | 0.00% | Add +29.6% | 11,931 | $826K |
| Prudential Financial Inc. | 0.00% | Reduce -9.7% | 11,671 | $808K |
| Abn Amro Investment Solutions | 0.01% | Reduce -8.5% | 11,590 | $802K |
| Blair William & Co. | 0.00% | Reduce -95.6% | 11,413 | $790K |
| South Dakota Investment Council | 0.01% | Reduce -62.0% | 11,320 | $783K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -23.2% | 10,845 | $750K |
| Talon Private Wealth, LLC | 0.10% | — | 10,660 | $738K |
| Schroder Investment Management Group | 0.00% | Reduce -39.5% | 10,581 | $704K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +44.2% | 10,127 | $701K |
| Alps Advisors Inc. | 0.00% | Add +2.3% | 10,123 | $700K |
| Rakuten Investment Management, Inc. | 0.00% | Add +17.4% | 10,455 | $695K |
| Nisa Investment Advisors, LLC | 0.00% | Add +19.9% | 10,043 | $695K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -13.9% | 9,952 | $689K |
| FIL Ltd | 0.00% | Reduce -15.4% | 9,950 | $688K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | New | 9,914 | $686K |
| Merit Financial Group, LLC | 0.01% | Add +203.7% | 9,898 | $685K |
| Pathstone Holdings, LLC | 0.00% | Reduce -19.9% | 9,795 | $678K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +12.4% | 9,691 | $671K |
| Maryland State Retirement & Pension System | 0.01% | No change | 9,537 | $660K |
| Larson Financial Group LLC | 0.02% | Add +23.8% | 9,342 | $646K |
| Aviso Financial Inc. | 0.02% | Reduce -26.5% | 9,200 | $637K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 9,160 | $634K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +35.2% | 9,151 | $633K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +25.4% | 9,144 | $633K |
| CIBC Asset Management Inc | 0.00% | Add +5.8% | 9,055 | $627K |
| Raiffeisen Bank International AG | 0.01% | Add +3553.9% | 9,281 | $617K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +1.1% | 8,848 | $612K |
| Arkadios Wealth Advisors | 0.01% | Add +4.1% | 8,839 | $612K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -2.4% | 8,329 | $576K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -27.2% | 8,211 | $568K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -11.2% | 8,049 | $557K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.1% | 7,848 | $543K |
| ProShare Advisors LLC | 0.00% | Reduce -0.9% | 7,716 | $534K |
| Commerce Bank | 0.00% | Reduce -3.3% | 7,705 | $533K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +2.6% | 7,658 | $530K |
| Benjamin Edwards Inc. | 0.01% | Reduce -23.0% | 7,638 | $528K |
| Woodline Partners LP | 0.00% | Add +111.7% | 7,601 | $526K |
| Ethic Inc. | 0.01% | Reduce -40.9% | 7,573 | $524K |
| HB Wealth Management, LLC | 0.00% | Add +14.1% | 7,503 | $519K |
| Macquarie Group Ltd. | 0.00% | Reduce -63.9% | 7,431 | $514K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -1.6% | 7,205 | $499K |
| D. E. Shaw & Co. | 0.00% | Add +202.1% | 7,205 | $499K |
| Saudi Central Bank | 0.01% | New | 7,168 | $496K |
| &partners | 0.00% | Add +3.6% | 7,133 | $494K |
| Greenleaf Trust | 0.00% | Reduce -14.2% | 7,126 | $493K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.1% | 7,082 | $490K |
| Unique Wealth Strategies, LLC | 0.20% | Reduce -24.3% | 6,933 | $480K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 6,900 | $477K |
| Park Avenue Securities LLC | 0.00% | Add +0.3% | 6,880 | $476K |
| Brooklyn Investment Group | 0.01% | Reduce -15.2% | 6,783 | $469K |
| Choreo, LLC | 0.01% | Add +0.2% | 6,703 | $464K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.0% | 6,584 | $456K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 6,563 | $454K |
| Ossiam | 0.01% | Add +26.1% | 6,541 | $453K |
| MML Investors Services, LLC | 0.00% | Reduce -36.6% | 6,404 | $443K |
| Rockland Trust Co. | 0.02% | No change | 6,400 | $443K |
| Shelton Capital Management | 0.01% | Reduce -4.6% | 6,289 | $435K |
| Atria Investments, Inc | 0.00% | Reduce -6.0% | 6,093 | $422K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -11.8% | 5,696 | $421K |
| Oakum Bay Capital LLC | 0.22% | Reduce -85.8% | 5,948 | $412K |
| RMR Wealth Builders | 0.03% | No change | 5,928 | $410K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.6% | 5,896 | $408K |
| Vident Advisory, LLC | 0.00% | Reduce -9.6% | 5,825 | $403K |
| Praxis Investment Management Inc. | 0.02% | Add +34.1% | 5,781 | $400K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.3% | 5,737 | $397K |
| Osmosis Investment Management UK Ltd | 0.01% | Reduce -33.2% | 5,736 | $397K |
| Procyon Advisors, LLC | 0.02% | Add +42.8% | 5,713 | $395K |
| North Dakota State Investment Board | 0.02% | Reduce -17.0% | 5,698 | $394K |
| Evolve Private Wealth, LLC | 0.02% | Add +64.4% | 5,689 | $394K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -18.9% | 5,676 | $393K |
| Sompo Asset Management Co., Ltd. | 0.07% | Reduce -1.7% | 5,650 | $391K |
| Diversify Wealth Management, LLC | 0.01% | New | 5,438 | $383K |
| Cibc World Market Inc. | 0.00% | New | 5,497 | $380K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.9% | 5,356 | $371K |
| Polymer Capital Management (US) LLC | 0.05% | New | 5,333 | $369K |
| Brighton Jones LLC | 0.01% | New | 5,321 | $368K |
| Wealthfront Advisers LLC | 0.00% | Reduce -56.2% | 5,279 | $365K |
| Oslo Pensjonsforsikring AS | 0.06% | — | 5,251 | $363K |
| Larry Mathis Financial Planning, LLC | 0.32% | Add +5.4% | 5,199 | $360K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 5,130 | $355K |
| Ninety One SA (Pty) Ltd | 0.02% | Reduce -9.9% | 5,278 | $354K |
| TCW Group Inc. | 0.00% | Add +2.5% | 5,026 | $348K |
| iA Global Asset Management Inc. | 0.00% | Reduce -2.4% | 4,885 | $338K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -0.6% | 4,881 | $338K |
| GAMMA Investing LLC | 0.02% | Add +25.9% | 4,881 | $338K |
| US Bancorp \de | 0.00% | Reduce -21.9% | 4,875 | $337K |
| Kera Capital Partners, Inc. | 0.04% | Reduce -31.6% | 4,874 | $337K |
| Westpac Banking Corp. | 0.02% | Reduce -3.1% | 4,759 | $329K |
| Bank of Nova Scotia | 0.00% | Reduce -20.0% | 4,754 | $329K |
| Empowered Funds, LLC | 0.00% | Add +2.2% | 4,721 | $327K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | New | 4,701 | $325K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -15.4% | 4,590 | $323K |
| STRS Ohio | 0.00% | Reduce -0.1% | 4,662 | $323K |
| XTX Topco Ltd | 0.01% | New | 4,656 | $322K |
| Wellspring Financial Advisors, LLC | 0.02% | Reduce -50.5% | 4,591 | $318K |
| Applied Finance Capital Management, LLC | 0.02% | Add +4.7% | 4,576 | $317K |
| National Bank of Canada | 0.00% | Add +36.9% | 4,201 | $291K |
| Central Pacific Bank - Trust Division | 0.04% | Add +61.5% | 4,200 | $291K |
| Profund Advisors LLC | 0.01% | Add +0.9% | 4,182 | $289K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +46.2% | 3,979 | $275K |
| Syon Capital LLC | 0.01% | Reduce -42.7% | 3,871 | $268K |
| Ostrum Asset Management | 0.01% | Add +233.8% | 3,855 | $267K |
| Quadrant Capital Group LLC | 0.01% | Reduce -75.5% | 3,808 | $263K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.8% | 3,791 | $262K |
| V-Square Quantitative Management LLC | 0.03% | Add +9.7% | 3,778 | $261K |
| Vestcor Inc | 0.01% | Reduce -86.9% | 3,765 | $261K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +15.9% | 3,770 | $261K |
| Jane Street Group, LLC | 0.00% | Reduce -53.7% | 3,764 | $260K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -56.8% | 3,740 | $259K |
| Fox Run Management, L.L.C. | 0.04% | New | 3,840 | $255K |
| Arax Advisory Partners | 0.01% | Add +73.8% | 3,623 | $251K |
| Arlington Partners LLC | 0.50% | New | 3,616 | $250K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,590 | $248K |
| QRG Capital Management, Inc. | 0.00% | Reduce -27.4% | 3,491 | $242K |
| SYM FINANCIAL Corp | 0.02% | Reduce -21.9% | 3,485 | $241K |
| Savant Capital, LLC | 0.00% | New | 3,325 | $230K |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.02% | Reduce -21.3% | 3,325 | $230K |
| UniSuper Management Pty Ltd | 0.00% | No change | 3,300 | $228K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +0.3% | 3,218 | $223K |
| Citizens Financial Group Inc. | 0.00% | New | 3,202 | $222K |
| Oxford Asset Management LLP | 0.09% | New | 3,137 | $217K |
| Allworth Financial LP | 0.00% | Add +52.2% | 3,129 | $216K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -11.1% | 3,119 | $216K |
| Heritage Trust Co | 0.02% | No change | 3,100 | $214K |
| R Squared Ltd | 0.12% | New | 3,026 | $209K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,020 | $209K |
| GC Wealth Management RIA, LLC | 0.01% | New | 3,015 | $209K |
| Headlands Technologies LLC | 0.02% | New | 2,994 | $207K |
| Certuity, LLC | 0.01% | Reduce -24.5% | 2,974 | $206K |
| HighTower Advisors, LLC | 0.00% | Reduce -65.1% | 2,955 | $204K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -4.4% | 2,913 | $202K |
| Oak Thistle LLC | 0.02% | New | 2,911 | $201K |
| One Wealth Advisors, LLC | 0.03% | Add +7.1% | 2,906 | $201K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.0% | 2,902 | $201K |
| Cadent Capital Advisors, LLC | 0.05% | Add +8.6% | 2,893 | $200K |
| Leonteq Securities AG | 0.01% | Add +176.3% | 2,843 | $197K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 2,737 | $189K |
| Versant Capital Management, Inc | 0.02% | Reduce -35.7% | 2,729 | $189K |
| Dundas Partners LLP | 0.01% | Reduce -40.2% | 2,465 | $171K |
| Caldwell Trust Co | 0.01% | No change | 2,000 | $138K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -18.1% | 1,994 | $137K |
| MAI Capital Management | 0.00% | Add +310.2% | 1,768 | $122K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.3% | 1,657 | $115K |
| Group One Trading LLC | 0.00% | Reduce -56.4% | 1,547 | $107K |
| UMB Bank, n.a. | 0.00% | Add +3.3% | 1,486 | $103K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -0.2% | 1,422 | $98K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,400 | $97K |
| Blue Trust, Inc. | 0.00% | Reduce -25.0% | 1,314 | $91K |
| Simplex Trading, LLC | 0.00% | Add +180.9% | 1,264 | $87K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +14.7% | 1,188 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.4% | 1,132 | $78K |
| Root Financial Partners, LLC | 0.00% | Add +286.0% | 1,104 | $76K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 885 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.9% | 1,055 | $73K |
| Parallel Advisors, LLC | 0.00% | Add +26.7% | 1,050 | $73K |
| Western Pacific Wealth Management, LP | 0.07% | Reduce -25.4% | 1,035 | $72K |
| Ancora Advisors LLC | 0.00% | Add +180.3% | 1,023 | $71K |
| Spire Wealth Management | 0.00% | Reduce -0.1% | 938 | $65K |
| Advisory Services Network, LLC | 0.00% | New | 934 | $65K |
| Los Angeles Capital Management LLC | 0.00% | No change | 882 | $61K |
| Signaturefd, LLC | 0.00% | Add +8.9% | 857 | $59K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -26.7% | 809 | $56K |
| Rothschild Investment LLC | 0.00% | Add +519.4% | 768 | $53K |
| Vanguard National Trust Co | 0.00% | — | 725 | $50K |
| IFP Advisors, Inc | 0.00% | Add +153.6% | 700 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.6% | 684 | $45K |
| Essential Partners LLC | 0.01% | Add +63.7% | 609 | $42K |
| NewEdge Advisors, LLC | 0.00% | No change | 587 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +74.5% | 548 | $38K |
| Private Trust Co. NA | 0.00% | Reduce -28.8% | 515 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -11.3% | 449 | $31K |
| S-Bank Fund Management Ltd | 0.00% | Reduce -3.6% | 397 | $27K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -56.4% | 393 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | New | 391 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -19.5% | 313 | $21K |
| Vega Investment Solutions | 0.00% | No change | 291 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 259 | $18K |
| Zions Bancorporation, National Association | 0.00% | Add +40.0% | 252 | $17K |
| Global X Japan Co., Ltd. | 0.00% | Add +6.3% | 252 | $17K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 250 | $17K |
| CVA Family Office, LLC | 0.00% | Add +222.4% | 245 | $17K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -34.6% | 234 | $16K |
| Clearstead Advisors, LLC | 0.00% | Reduce -79.1% | 212 | $15K |
| Basepoint Wealth LLC | 0.01% | Reduce -24.6% | 209 | $14K |
| Stance Capital LLC | 0.01% | New | 200 | $14K |
| CX Institutional | 0.00% | Add +820.0% | 184 | $13K |
| Activest Wealth Management | 0.00% | Add +1750.0% | 185 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 184 | $13K |
| TD Private Client Wealth LLC | 0.00% | Reduce -25.5% | 172 | $12K |
| True Wealth Design, LLC | 0.00% | Reduce -53.4% | 171 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +15.2% | 167 | $12K |
| Quent Capital, LLC | 0.00% | Add +433.3% | 160 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -16.8% | 158 | $11K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 154 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.7% | 146 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -62.5% | 143 | $10K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 137 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 132 | $9K |
| Covestor Ltd | 0.01% | Reduce -87.9% | 126 | $9K |
| Trust Co. of Toledo NA | 0.00% | New | 129 | $9K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 128 | $9K |
| Gables Capital Management Inc. | 0.00% | No change | 116 | $8K |
| GW&K Investment Management, LLC | 0.00% | New | 123 | $8K |
| Salomon & Ludwin, LLC | 0.00% | New | 115 | $8K |
| Rossby Financial, LCC | 0.00% | Add +344.0% | 111 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -49.8% | 108 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.9% | 108 | $7K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.00% | New | 107 | $7K |
| Quarry LP | 0.00% | New | 103 | $7K |
| Red Tortoise LLC | 0.00% | No change | 102 | $7K |
| Holos Integrated Wealth LLC | 0.00% | No change | 102 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -21.3% | 100 | $7K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 98 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +4.5% | 93 | $6K |
| First Horizon Corp. | 0.00% | New | 68 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 67 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +135.7% | 66 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 65 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -50.0% | 63 | $4K |
| Huntington National Bank | 0.00% | Reduce -66.7% | 58 | $4K |
| Plato Investment Management Ltd | 0.00% | No change | 54 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 53 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 47 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.6% | 47 | $3K |
| RMG Wealth Management LLC | 0.00% | New | 46 | $3K |
| Mather Group, Llc. | 0.00% | New | 45 | $3K |
| Sachetta, LLC | 0.00% | No change | 44 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -38.6% | 43 | $3K |
| Tidemark, LLC | 0.00% | No change | 43 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +2.6% | 40 | $3K |
| MidFirst Bank | 0.00% | Reduce -98.6% | 39 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -64.1% | 37 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +15.6% | 37 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -21.4% | 33 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 32 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 31 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 31 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 29 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +47.4% | 28 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 27 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -64.5% | 27 | $2K |
| Maseco LLP | 0.00% | No change | 24 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 24 | $2K |
| Kilter Group LLC | 0.00% | No change | 23 | $2K |
| Marquette Asset Management, LLC | 0.00% | Add +283.3% | 23 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 23 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -24.1% | 22 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +110.0% | 21 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 18 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 16 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 15 | $1K |
| North Star Investment Management Corp. | 0.00% | Add +150.0% | 15 | $1K |
| SouthState Bank Corp | 0.00% | New | 15 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +27.3% | 14 | $969 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -58.8% | 14 | $969 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -72.3% | 13 | $899 |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $899 |
| International Assets Investment Management, LLC | 0.00% | No change | 13 | $894 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -14.3% | 12 | $830 |
| Financial Consulate, Inc. | 0.00% | New | 11 | $762 |
| Clearstead Trust, LLC | 0.00% | Reduce -90.6% | 11 | $762 |
| Montag A & Associates Inc. | 0.00% | Reduce -44.4% | 10 | $709 |
| 1015 Capital Partners, LLC | 0.00% | Add +11.1% | 10 | $692 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 10 | $692 |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 10 | $692 |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $692 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -9.1% | 10 | $692 |
| Highline Wealth Partners LLC | 0.00% | New | 8 | $554 |
| SHP Wealth Management | 0.00% | New | 7 | $484 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -40.0% | 6 | $415 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $346 |
| Seneschal Advisors, LLC | 0.00% | No change | 4 | $277 |
| Atlantic Union Bankshares Corp | 0.00% | New | 4 | $277 |
| Trust Co | 0.00% | No change | 4 | $277 |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $277 |
| Curio Wealth, LLC | 0.00% | New | 3 | $208 |
| TopTier Wealth Management, LLC | 0.00% | New | 3 | $208 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -70.0% | 3 | $207 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $139 |
| Prestige Wealth Management Group LLC | 0.00% | New | 2 | $139 |
| NBT Bank, N.A. | 0.00% | New | 2 | $138 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $70 |
| Avion Wealth | 0.00% | Reduce -50.0% | 6 | $0 |
"% of holder's portfolio" is TRU's weight in each manager's 13F, not the share of Transunion the manager owns.