Trane TechnologiesTT

13F holders, Q2 2025 (June 30)
1,645holders +113
193new positions
78sold out
10famous investors
$437.08avg. 13F price*

At the end of Q2 2025, 1,645 institutions reported holding Trane Technologies PLC (TT) in their 13F filings, up 113 from Q1 2025. 193 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($9.8B), Vanguard Group Inc. ($8.7B) and JPMorgan Chase & Co. ($6.2B). 10 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

Company
Trane Technologies PLC
Sector
Industrials
CUSIP
G8994E103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions193$212.0M
Exits78$208.0M

All 13F filers, Q1 2025 → Q2 2025: 10,250,271 shares bought and 9,397,400 shares sold, net +852,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,645 holders

BlackRock, Inc. 0.19% Reduce -6.5% 22,426,539 $9.8B
Vanguard Group Inc. 0.14% Add +1.7% 19,792,410 $8.7B
JPMorgan Chase & Co. 0.42% Reduce -10.4% 14,091,447 $6.2B
FMR LLC 0.25% Reduce -0.3% 10,222,445 $4.5B
State Street Corp. 0.17% Add +0.3% 10,077,267 $4.4B
Morgan Stanley 0.14% Add +7.1% 5,000,468 $2.2B
Geode Capital Management, LLC 0.15% Add +1.1% 4,973,217 $2.2B
Norges Bank 0.17% Add +2.3% 3,100,216 $1.4B
Ameriprise Financial Inc. 0.32% Reduce -17.8% 2,945,782 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% Add +14.9% 2,757,250 $1.2B
Nuveen, LLC 0.32% Add +1.0% 2,631,500 $1.2B
Northern Trust Corp. 0.16% Add +0.6% 2,600,237 $1.1B
Bank of New York Mellon Corp 0.21% Reduce -6.5% 2,562,150 $1.1B
Nordea Investment Management AB 0.99% Add +89.2% 2,455,734 $1.1B
Wellington Management Group LLP 0.19% Add +11.8% 2,398,413 $1.0B
Bank of America Corp. 0.08% Reduce -5.4% 2,218,924 $970.6M
Massachusetts Financial Services Co. 0.30% Add +4.4% 2,168,790 $948.7M
Royal Bank of Canada 0.18% Add +11.0% 2,161,439 $945.4M
Franklin Resources Inc. 0.24% Reduce -7.0% 2,037,948 $891.4M
Fisher Asset Management 0.35% Reduce -0.3% 1,998,440 $874.1M
Pictet Asset Management Holding SA 0.86% Add +0.9% 1,933,848 $845.8M
Legal & General Group Plc 0.20% Reduce -0.7% 1,835,978 $803.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.80% Add +229.3% 1,752,551 $766.6M
UBS Group AG 0.16% Reduce -11.8% 1,752,550 $766.6M
Janus Henderson Group PLC 0.37% Add +3.7% 1,718,168 $751.5M
Invesco Ltd. 0.13% Add +17.7% 1,705,883 $746.2M
Goldman Sachs Group Inc. 0.12% Add +0.7% 1,692,372 $740.3M
Raymond James Financial Inc. 0.25% Reduce -1.4% 1,633,227 $714.4M
Amundi 0.23% Add +16.0% 1,512,420 $654.4M
Robeco Institutional Asset Management B.V. 0.91% Add +1.7% 1,281,056 $560.3M
Charles Schwab Investment Management Inc. 0.10% Add +2.1% 1,280,090 $559.9M
Qube Research & Technologies Ltd 0.74% Add +27.9% 1,223,136 $535.0M
T. Rowe Price Associates Inc. 0.06% Add +3.5% 1,190,320 $520.7M
Lazard Asset Management LLC 0.76% Add +40.2% 1,135,906 $496.9M
TD Asset Management Inc 0.41% Add +12.1% 1,087,974 $475.9M
Principal Financial Group Inc. 0.24% Reduce -4.5% 1,023,341 $447.6M
Capital World Investors 0.06% Reduce -13.4% 1,013,976 $443.4M
Swedbank AB 0.49% Add +15.3% 998,681 $436.8M
Allianz Asset Management GmbH 0.57% Reduce -18.7% 978,559 $428.0M
Dimensional Fund Advisors LP 0.10% Add +18.8% 947,759 $414.5M
Schroder Investment Management Group 0.34% Add +39.2% 905,540 $396.1M
Winslow Capital Management, LLC 1.28% Reduce -0.5% 873,660 $382.1M
AQR Capital Management 0.31% Reduce -2.1% 866,645 $376.2M
Deutsche Bank AG 0.13% Add +1.5% 821,768 $359.4M
Arrowstreet Capital, Limited Partnership 0.25% Reduce -8.6% 798,607 $349.3M
Los Angeles Capital Management LLC 1.28% Add +36.3% 781,215 $341.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.62% Reduce -1.3% 724,459 $316.9M
Swiss National Bank 0.18% Add +7.0% 679,003 $297.0M
ABN AMRO Bank N.V. 3.79% Add +1.3% 661,844 $291.2M
Federated Hermes, Inc. 0.54% Add +1.5% 653,965 $286.1M
Man Group plc 0.60% Add +4.8% 626,255 $273.9M
National Pension Service 0.23% Reduce -1.3% 619,166 $270.8M
Wells Fargo & Company 0.06% Reduce -1.5% 588,663 $257.5M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +5.5% 571,073 $249.8M
Clearbridge Investments, LLC 0.20% Add +2.4% 569,982 $249.3M
Ninety One UK Ltd 0.58% Reduce -29.5% 561,231 $245.5M
Barclays PLC 0.09% Reduce -11.8% 491,987 $215.2M
Bank Julius Baer & Co. Ltd, Zurich 0.62% Add +3.6% 479,012 $209.5M
Mackenzie Financial Corp. 0.27% Reduce -1.3% 468,667 $205.0M
Panagora Asset Management Inc. 0.92% Add +6.8% 465,812 $203.8M
Rhumbline Advisers 0.17% Add +2.1% 450,232 $196.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.15% Add +7.6% 439,077 $192.0M
Brown Advisory Inc. 0.25% Reduce -6.2% 438,788 $191.9M
Aberdeen Group plc 0.32% Add +16.7% 432,062 $187.7M
DekaBank Deutsche Girozentrale 0.33% Add +1.1% 419,951 $182.5M
California Public Employees Retirement System 0.12% Add +4.5% 416,881 $182.3M
Fenimore Asset Management Inc 3.63% Reduce -3.5% 416,288 $182.1M
Saturna Capital Corp. 2.39% Add +0.3% 404,986 $177.1M
Alecta Tjanstepension Omsesidigt 0.82% No change 400,000 $174.9M
Mariner, LLC 0.25% Add +5.8% 399,446 $174.7M
Russell Investments Group, Ltd. 0.22% Reduce -4.0% 391,278 $171.1M
Eventide Asset Management, LLC 2.98% Add +0.8% 388,475 $170.0M
Truist Financial Corp. 0.25% Add +1.1% 386,523 $169.1M
AXA S.A. 0.48% Add +14.0% 381,320 $166.8M
Corient Private Wealth LP 0.22% Add +18.6% 370,755 $162.2M
New York State Common Retirement Fund 0.21% Reduce -2.3% 365,440 $159.8M
California State Teachers Retirement System 0.17% Add +0.7% 358,227 $156.7M
Envestnet Asset Management Inc. 0.05% Add +5.5% 353,078 $154.4M
Worldquant Millennium Advisors LLC 0.76% Reduce -2.6% 350,103 $153.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.28% Reduce -9.3% 349,835 $153.0M
Citigroup Inc. 0.11% Add +40.0% 348,919 $152.6M
Aristotle Capital Management, LLC 0.29% No change 346,555 $151.6M
Canada Pension Plan Investment Board 0.13% Add +0.1% 340,056 $148.7M
Sei Investments Co. 0.17% Add +20.9% 328,359 $143.6M
Natixis Advisors, LLC 0.22% Add +19.3% 315,376 $137.9M
Caisse Des Depots Et Consignations 5.66% No change 309,159 $135.2M
Loomis Sayles & Co. L P 0.17% Add +0.2% 308,365 $134.9M
PNC Financial Services Group, Inc. 0.08% Reduce -0.2% 293,842 $128.5M
1832 Asset Management L.P. 0.22% Add +2808.1% 285,077 $124.7M
Renaissance Technologies 0.17% Reduce -10.4% 283,868 $124.2M
Assenagon Asset Management S.A. 0.20% Add +1.3% 282,303 $123.5M
Bank of Montreal 0.06% Reduce -14.4% 280,405 $122.7M
Aviva PLC 0.25% Reduce -19.7% 276,389 $120.9M
Victory Capital Management Inc. 0.08% Reduce -8.7% 274,875 $120.2M
BNP Paribas Financial Markets 0.10% Reduce -47.0% 274,208 $119.9M
Impax Asset Management Group plc 0.69% Reduce -11.6% 272,379 $119.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.28% Add +131.2% 263,110 $115.1M
Manufacturers Life Insurance Company, The 0.10% Reduce -8.9% 262,534 $114.8M
Compagnie Lombard Odier SCmA 1.51% Add +69.0% 261,919 $114.6M
Acadian Asset Management LLC 0.23% Add +670.6% 258,731 $113.2M
Skandinaviska Enskilda Banken AB (publ) 0.48% Add +0.8% 253,829 $111.0M
Jane Street Group, LLC 0.18% Add +56.9% 253,080 $110.7M
AustralianSuper Pty Ltd 0.56% Reduce -8.7% 252,950 $110.6M
Alliancebernstein L.P. 0.04% Add +7.3% 252,701 $110.5M
Danske Bank A/S 0.27% Add +15.7% 248,402 $108.7M
CCLA Investment Management 1.78% Reduce -15.1% 248,335 $108.6M
American Century Companies Inc. 0.06% Add +86.9% 243,232 $106.4M
Meyer Handelman Co. 3.34% Reduce -7.1% 231,654 $101.3M
Royal London Asset Management Ltd. 0.23% Reduce -38.1% 228,271 $99.8M
SG Americas Securities, LLC 0.44% Add +167.0% 226,677 $99.2M
DAVENPORT & Co LLC 0.53% Add +1.1% 219,102 $95.6M
LPL Financial LLC 0.03% Add +0.9% 218,386 $95.5M
Aristotle Atlantic Partners, LLC 2.86% Reduce -1.9% 215,059 $94.1M
State Board of Administration of Florida Retirement System 0.17% Reduce -0.4% 214,880 $94.0M
Squarepoint Ops LLC 0.20% Reduce -39.4% 205,997 $90.1M
Citadel Advisors 0.08% Add +15.6% 203,787 $89.1M
Vontobel Holding Ltd. 0.29% Add +9.7% 199,398 $87.2M
Millennium Management 0.08% Reduce -43.2% 199,054 $87.1M
Achmea Investment Management B.V. 1.10% Reduce -1.8% 195,665 $85.6M
HSBC Holdings PLC 0.05% Reduce -45.5% 193,647 $84.6M
Stifel Financial Corp. 0.08% Add +1.1% 192,809 $84.3M
National Bank of Canada 0.09% Reduce -38.5% 185,869 $81.3M
Neuberger Berman Group LLC 0.06% Add +47.3% 181,696 $79.5M
Storebrand Asset Management As 0.22% Add +7.9% 177,471 $77.6M
NZS Capital, LLC 2.60% Add +2.5% 174,763 $76.4M
Korea Investment CORP 0.17% Reduce -14.1% 174,137 $76.2M
New York State Teachers Retirement System 0.16% Add +0.7% 171,881 $75.2M
Advisors Capital Management, LLC 1.03% Add +3.2% 169,681 $74.2M
Fosse Capital Partners LLP 40.91% No change 161,425 $70.6M
First Trust Advisors LP 0.06% Reduce -73.6% 156,729 $68.6M
Handelsbanken Fonder AB 0.24% Add +144.8% 155,237 $67.9M
Mitsubishi UFJ Trust & Banking Corp 0.15% Reduce -4.7% 144,450 $63.2M
Voloridge Investment Management, LLC 0.23% Add +1479.1% 143,860 $62.9M
Thrivent Financial for Lutherans 0.13% Add +24.2% 137,388 $60.0M
Glenmede Investment Management, LP 0.30% — 135,538 $59.3M
Moran Wealth Management, LLC 1.81% Reduce -27.2% 133,392 $58.3M
State of Wisconsin Investment Board 0.14% Reduce -16.5% 132,128 $57.8M
PGGM Investments 0.99% Add +93.3% 131,114 $57.4M
HighTower Advisors, LLC 0.07% Reduce -0.4% 130,336 $57.0M
Two Sigma Investments, LP 0.11% Add +252.6% 128,655 $56.3M
APG Asset Management N.V. 0.16% Add +3.9% 149,212 $55.6M
Lansforsakringar Fondforvaltning AB (publ) 0.32% Reduce -4.3% 126,653 $55.4M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -47.8% 125,500 $54.9M
Ossiam 0.62% Add +2168.3% 125,389 $54.8M
STRS Ohio 0.20% Add +47.2% 124,596 $54.5M
Teacher Retirement System of Texas 0.23% Reduce -15.9% 123,604 $54.1M
ASR Vermogensbeheer N.V. 0.68% Reduce -12.5% 120,606 $52.8M
Caisse de depot et placement du Quebec 0.11% Reduce -56.6% 119,614 $52.3M
Chevy Chase Trust Holdings, LLC 0.15% Add +0.1% 118,647 $51.9M
Trillium Asset Management, LLC 1.39% Reduce -6.3% 118,211 $51.7M
KLP Kapitalforvaltning As 0.21% Reduce -3.0% 111,683 $48.9M
Aware Super Pty Ltd as trustee of Aware Super 0.70% No change 108,468 $47.4M
Commerce Bank 0.28% Reduce -1.6% 108,391 $47.4M
Daiwa Securities Group Inc. 0.17% Reduce -0.3% 106,351 $46.5M
Treasurer of the State of North Carolina 0.15% Add +0.5% 104,140 $45.6M
KCM Investment Advisors LLC 1.44% Reduce -2.0% 97,866 $42.8M
M&T Bank Corp 0.15% Reduce -1.1% 97,697 $42.7M
Kayne Anderson Rudnick Investment Management LLC 0.10% Reduce -10.5% 97,680 $42.7M
Janney Montgomery Scott LLC 0.11% Add +2.7% 96,038 $42.0M
Asset Management One Co., Ltd. 0.13% Reduce -3.4% 96,024 $42.0M
Sandhill Capital Partners LLC 3.01% Add +0.2% 95,749 $41.9M
J. Safra Sarasin Holding AG 0.72% Add +54.0% 95,174 $41.6M
Public Employees Retirement System of Ohio 0.14% Reduce -2.3% 94,351 $41.3M
AMF Tjanstepension AB 0.27% Add +153.8% 93,683 $41.0M
Creative Planning 0.03% Add +7.1% 92,357 $40.4M
Eagle Global Advisors LLC 1.60% Reduce -1.8% 90,518 $39.6M
Nisa Investment Advisors, LLC 0.18% Add +11.7% 89,921 $39.3M
Peapack Gladstone Financial Corp. 0.55% Reduce -4.0% 89,169 $39.0M
Forsta Ap-Fonden 0.24% Add +12.6% 84,100 $36.8M
Mn Services Vermogensbeheer B.V. 0.26% Reduce -0.6% 83,773 $36.6M
Cerity Partners LLC 0.06% Reduce -3.8% 82,325 $36.0M
State of Tennessee, Department of Treasury 0.13% Reduce -4.6% 81,026 $35.4M
Commonwealth Equity Services, LLC 0.05% Add +2.6% 78,364 $34.3M
Castleark Management LLC 1.03% Add +5.9% 78,332 $34.3M
Gabelli Funds LLC 0.25% Reduce -0.2% 78,016 $34.1M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +147.9% 77,393 $33.9M
Main Street Research LLC 2.08% New 76,349 $33.4M
Voya Investment Management LLC 0.04% Add +9.0% 75,774 $33.1M
State of New Jersey Common Pension Fund D 0.13% No change 75,035 $32.8M
Nomura Asset Management Co. Ltd. 0.09% Add +4.7% 75,011 $32.8M
Prudential Financial Inc. 0.04% Add +46.2% 73,885 $32.3M
Insigneo Advisory Services, LLC 2.68% Reduce -0.1% 71,369 $31.2M
Groupe la Francaise 0.51% Add +168.5% 70,795 $31.1M
Steward Partners Investment Advisory, LLC 0.24% Add +16.7% 70,704 $30.9M
Rathbones Group PLC 0.13% Reduce -1.6% 68,737 $30.1M
Public Sector Pension Investment Board 0.13% Add +17.0% 67,245 $29.4M
MetLife Investment Management, LLC 0.17% Add +8.6% 66,973 $29.3M
Resona Asset Management Co.,Ltd. 0.14% New 66,821 $29.2M
US Bancorp \de 0.04% Reduce -2.0% 66,583 $29.1M
Arizona State Retirement System 0.17% Reduce -0.7% 65,569 $28.7M
Cetera Investment Advisers 0.05% Reduce -5.3% 65,194 $28.5M
KBC Group NV 0.08% Add +13.8% 64,614 $28.3M
Anchor Capital Advisors LLC 0.83% Reduce -5.0% 64,596 $28.3M
Provident Investment Management, Inc. 2.41% New 64,469 $28.2M
State of Michigan Retirement System 0.15% Add +0.3% 64,413 $28.2M
QRG Capital Management, Inc. 0.24% Add +39.5% 64,005 $28.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.25% Add +19.5% 62,549 $27.4M
Nissay Asset Management Corp. /Japan 0.16% Add +10.5% 61,764 $27.0M
D. E. Shaw & Co. 0.03% Reduce -65.8% 61,366 $26.8M
Douglass Winthrop Advisors, LLC 0.48% Add +145.0% 61,200 $26.8M
TCW Group Inc. 0.21% Reduce -12.8% 60,826 $26.6M
DNB Asset Management AS 0.11% Add +5.4% 60,741 $26.6M
NBT Bank, N.A. 1.82% Add +0.9% 60,731 $26.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.24% Reduce -3.3% 59,856 $26.2M
Two Sigma Advisers, LP 0.05% Reduce -39.6% 59,800 $26.2M
Bailard, Inc. 0.60% Reduce -0.9% 58,490 $25.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -40.8% 58,028 $25.4M
Walter Public Investments Inc. 4.17% Add +4.9% 56,286 $24.6M
Xponance LLC 0.21% Add +34.9% 56,137 $24.6M
First Nebraska Trust Co 2.34% Reduce -0.9% 55,785 $24.4M
BLVD Private Wealth, LLC 22.73% — 55,146 $24.1M
GDS Wealth Management 1.76% Add +1.2% 55,020 $24.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Add +6.6% 54,696 $23.9M
Czech National Bank 0.19% Add +5.8% 54,513 $23.8M
Osaic Holdings, Inc. 0.04% Add +48.9% 58,592 $23.8M
Mercer Global Advisors Inc. 0.05% Add +44.0% 53,097 $23.2M
FineMark National Bank & Trust 0.79% Reduce -0.3% 52,972 $23.2M
Balyasny Asset Management L.P. 0.05% Reduce -39.8% 52,589 $23.0M
Globeflex Capital L P 1.88% No change 52,000 $22.7M
Amalgamated Bank 0.17% Add +4.3% 51,494 $22.5M
Ieq Capital, LLC 0.14% Add +7.0% 51,113 $22.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -5.3% 50,686 $22.2M
Van Eck Associates Corp. 0.03% Reduce -5.1% 50,555 $22.1M
EULAV Asset Management 0.49% No change 48,000 $21.0M
Retirement Systems of Alabama 0.07% Reduce -0.7% 47,855 $20.9M
Vancity Investment Management Ltd 2.59% Reduce -1.5% 46,864 $20.5M
Consilium Wealth Advisory, LLC 8.43% Add +558.3% 45,713 $20.0M
Dnca Finance 1.54% Add +12.5% 45,000 $19.7M
ING Groep NV 0.12% Reduce -59.7% 44,645 $19.5M
Isthmus Partners, LLC 2.24% Reduce -4.3% 43,902 $19.2M
ProShare Advisors LLC 0.04% Add +9.4% 42,657 $18.7M
Ensign Peak Advisors, Inc 0.03% Add +18.3% 42,384 $18.5M
Parnassus Investments, LLC 0.04% Reduce -3.0% 42,208 $18.5M
Shelton Capital Management 0.42% Add +20.5% 42,136 $18.4M
Fulcrum Capital LLC 3.84% Reduce -1.3% 41,516 $18.2M
DE Burlo Group Inc. 2.36% No change 40,950 $17.9M
Varma Mutual Pension Insurance Co 0.13% Reduce -3.1% 40,211 $17.6M
Railway Pension Investments Ltd 0.24% Reduce -5.7% 39,400 $17.2M
USS Investment Management Ltd 0.11% Add +466.3% 39,390 $17.2M
Vanguard Personalized Indexing Management, LLC 0.19% Add +17.2% 39,111 $17.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -5.1% 39,341 $17.1M
Agf Management Ltd. 0.08% Add +1.4% 38,687 $16.9M
TD Waterhouse Canada Inc. 0.12% Add +0.9% 38,866 $16.9M
Atria Investments, Inc 0.20% Add +0.8% 38,536 $16.9M
World Investment Advisors 0.38% Reduce -4.1% 38,259 $16.7M
Pathstone Holdings, LLC 0.07% Add +0.5% 37,787 $16.5M
Birch Hill Investment Advisors LLC 0.73% No change 37,502 $16.4M
Macquarie Group Ltd. 0.02% Reduce -10.6% 37,418 $16.4M
Utah Retirement Systems 0.17% Reduce -0.9% 37,100 $16.2M
Quantinno Capital Management LP 0.07% Add +53.7% 36,528 $16.0M
Drystone LLC 14.59% Reduce -11.8% 36,383 $15.9M
O'shaughnessy Asset Management, LLC 0.11% Reduce -1.1% 35,582 $15.6M
MML Investors Services, LLC 0.04% Add +18.8% 35,319 $15.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -18.0% 35,291 $15.4M
Mediolanum International Funds Ltd 0.18% Add +11.5% 35,050 $15.2M
Sanctuary Advisors, LLC 0.09% Add +10.3% 34,113 $14.9M
Police & Firemen's Retirement System of New Jersey 0.14% Add +2.5% 33,841 $14.8M
Generali Asset Management SPA SGR 0.34% Add +3.7% 33,679 $14.7M
New York Life Investment Management LLC 0.14% Add +0.7% 33,444 $14.6M
CIBC Asset Management Inc 0.05% Reduce -5.8% 33,107 $14.5M
Northwest & Ethical Investments L.P. 0.36% Reduce -13.7% 32,699 $14.3M
Firetrail Investments PTY Ltd. 3.73% Reduce -2.3% 32,795 $14.3M
Bragg Financial Advisors, Inc 0.51% Add +35.8% 32,649 $14.3M
Keybank National Association 0.05% Add +2.0% 31,643 $13.8M
Adams Diversified Equity Fund, Inc. 0.50% Reduce -41.4% 31,600 $13.8M
iA Global Asset Management Inc. 0.20% Reduce -11.2% 31,003 $13.6M
Mutual of America Capital Management LLC 0.15% Reduce -3.9% 30,992 $13.6M
Foresight Group Ltd Liability Partnership 1.82% Reduce -1.6% 29,372 $12.8M
Yousif Capital Management, LLC 0.14% Reduce -2.3% 28,663 $12.5M
Renaissance Investment Group LLC 2.71% Add +1.3% 28,558 $12.5M
Cibc World Markets Corp. 0.08% Add +3.8% 28,115 $12.3M
Illinois Municipal Retirement Fund 0.17% Add +2.6% 28,083 $12.3M
Wealthfront Advisers LLC 0.03% Add +0.8% 27,946 $12.2M
Rockefeller Capital Management L.P. 0.03% Add +7.5% 27,909 $12.2M
Colonial Trust Advisors 1.00% Reduce -3.1% 27,554 $12.1M
Crestwood Advisors Group, LLC 0.21% Reduce -0.3% 27,055 $11.8M
Cullen Investment Group, LTD. 1.65% Reduce -1.1% 26,762 $11.7M
First American Bank 0.80% Reduce -0.2% 26,753 $11.7M
Ethic Inc. 0.21% Add +6.6% 26,836 $11.6M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 26,500 $11.6M
Cullen/Frost Bankers, Inc. 0.14% Add +5.7% 26,327 $11.5M
Prudential PLC 0.07% Reduce -28.1% 26,190 $11.5M
Engineers Gate Manager LP 0.14% Reduce -13.0% 25,895 $11.3M
Susquehanna International Group, LLP 0.02% Add +40.4% 25,717 $11.2M
Sienna Gestion 0.76% Add +10.3% 27,803 $11.1M
Nemes Rush Group LLC 1.20% Reduce -27.9% 25,253 $11.0M
State of Alaska, Department of Revenue 0.12% Reduce -4.7% 25,043 $11.0M
Lowe Brockenbrough & Co. Inc. 0.61% Reduce -5.6% 24,959 $10.9M
Elo Mutual Pension Insurance Co 0.22% Reduce -0.3% 24,535 $10.7M
Kestra Advisory Services, LLC 0.05% Add +10.7% 24,004 $10.5M
Verition Fund Management LLC 0.06% Add +47.8% 23,839 $10.4M
Pacer Advisors, Inc. 0.03% Add +73.8% 23,826 $10.4M
Cwm, LLC 0.04% Add +18.0% 23,573 $10.3M
Bank of Nova Scotia 0.02% Reduce -49.8% 23,537 $10.3M
Blair William & Co. 0.03% Add +5.8% 23,529 $10.3M
Greenwich Wealth Management LLC 0.49% Reduce -0.1% 22,896 $10.0M
Investment Management Corp of Ontario 0.15% Add +7.6% 22,753 $10.0M
LBP Am SA 0.14% Add +197.6% 22,719 $9.9M
Oddo BHF Asset Management Sas 0.38% Reduce -6.1% 22,616 $9.9M
Avantax Advisory Services, Inc. 0.05% Add +9.4% 22,452 $9.8M
Edmond DE Rothschild Holding S.A. 0.16% Reduce -11.3% 22,344 $9.8M
Flputnam Investment Management Co. 0.17% Add +1.3% 22,249 $9.7M
Aquatic Capital Management LLC 0.20% New 22,181 $9.7M
Roberts Wealth Advisors, LLC 2.79% Reduce -11.9% 22,175 $9.7M
Marshall Wace, LLP 0.01% Reduce -22.1% 22,003 $9.6M
Burney Co./ 0.32% Reduce -1.4% 21,667 $9.5M
Assetmark, Inc. 0.02% Add +14.8% 21,464 $9.4M
GMO 0.03% Reduce -3.7% 21,163 $9.3M
Martin & Co. Inc. 1.68% Reduce -0.7% 20,851 $9.1M
Occudo Quantitative Strategies LP 1.02% Reduce -3.9% 20,820 $9.1M
Qsemble Capital Management, LP 0.87% Add +769.4% 20,795 $9.1M
Old National Bancorp 0.16% New 20,624 $9.0M
Hennion & Walsh Asset Management, Inc. 0.36% Reduce -5.2% 20,557 $9.0M
Fruth Investment Management 2.42% Reduce -0.9% 20,335 $8.9M
Dupont Capital Management Corp. 0.95% No change 20,311 $8.9M
Rafferty Asset Management, LLC 0.03% Add +16.2% 20,139 $8.8M
Arcadia Investment Management Corp. 1.39% Reduce -15.7% 19,842 $8.7M
Captrust Financial Advisors 0.02% Add +2.5% 19,536 $8.5M
Regions Financial Corp. 0.06% Reduce -1.5% 19,515 $8.5M
Marietta Investment Partners LLC 1.87% Reduce -0.8% 19,511 $8.5M
L & S Advisors Inc 0.95% Add +115.8% 19,371 $8.5M
AMJ Financial Wealth Management 2.14% Reduce -1.6% 19,305 $8.4M
Oregon Public Employees Retirement Fund 0.15% No change 19,281 $8.4M
&partners 0.06% Add +108.4% 19,166 $8.4M
Employees Provident Fund Board 0.07% Reduce -56.8% 19,000 $8.3M
Silvant Capital Management LLC 0.31% Reduce -34.3% 18,679 $8.2M
Vinva Investment Management Ltd 0.21% Add +58.4% 18,767 $8.1M
CPC Advisors, LLC 1.01% Add +3.6% 18,424 $8.1M
Susquehanna Fundamental Investments, LLC 0.22% Reduce -35.2% 18,312 $8.0M
Vident Advisory, LLC 0.09% Add +83.8% 18,224 $8.0M
Munro Partners 0.25% Add +11.7% 18,195 $8.0M
Atlantic Union Bankshares Corp 0.18% Add +2107.1% 17,944 $7.8M
Texas Capital Bank Wealth Management Services Inc 0.73% Reduce -7.1% 17,877 $7.8M
Mill Capital Management, LLC 0.61% No change 17,829 $7.8M
Sterling Capital Management LLC 0.11% Add +396.5% 17,789 $7.8M
Kintegral Advisory, LLC 0.71% Reduce -0.1% 17,777 $7.8M
Crossmark Global Holdings, Inc. 0.12% Reduce -1.8% 17,651 $7.7M
Teachers Retirement System of the State of Kentucky 0.06% Add +1.5% 17,619 $7.7M
Praxis Investment Management Inc. 0.49% No change 17,510 $7.7M
Brentview Investment Management LLC 3.85% Reduce -13.2% 17,413 $7.6M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +57.3% 17,349 $7.6M
Genus Capital Management Inc. 0.97% New 17,281 $7.6M
NEOS Investment Management LLC 0.09% Add +26.1% 17,221 $7.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.4% 17,166 $7.5M
GAMCO Investors 0.07% Add +49.6% 17,145 $7.5M
Avanza Fonder AB 0.22% Reduce -12.8% 17,133 $7.5M
Cary Street Partners Financial LLC 0.21% Reduce -1.6% 17,111 $7.5M
Orion Porfolio Solutions, LLC 0.06% Add +9.5% 17,000 $7.4M
Dorsey Wright & Associates 1.75% Add +4.6% 16,829 $7.4M
Letson Investment Management, Inc. 2.89% No change 16,732 $7.3M
Centiva Capital, LP 0.48% Add +317.6% 16,659 $7.3M
City Holding Co. 0.93% Add +3.0% 16,300 $7.1M
HORAN Wealth, LLC 2.18% — 16,259 $7.1M
Banque Cantonale Vaudoise 0.29% Reduce -4.5% 16,195 $7.1M
Sone Capital Management, LLC 0.63% Reduce -3.7% 15,684 $6.9M
Phoenix Financial Ltd. 0.09% Add +8.3% 15,678 $6.9M
Cyndeo Wealth Partners, LLC 0.41% Add +0.3% 15,648 $6.8M
Stonegate Investment Group, LLC 0.17% Reduce -0.1% 15,495 $6.8M
Condor Capital Management 0.59% Reduce -1.7% 15,488 $6.8M
Tidal Investments LLC 0.04% Reduce -79.6% 15,441 $6.8M
River Wealth Advisors LLC 0.84% Reduce -1.4% 15,436 $6.8M
Mizuho Securities USA LLC 0.14% — 15,417 $6.7M
Salem Investment Counselors Inc. 0.21% Reduce -0.1% 15,187 $6.6M
Great Lakes Retirement, Inc. 0.78% Add +0.8% 15,053 $6.6M
Empowered Funds, LLC 0.07% Add +69.5% 15,002 $6.6M
Bearing Point Capital, LLC 1.21% Reduce -13.6% 14,990 $6.6M
Horizon Investments, LLC 0.10% Add +150.1% 14,642 $6.4M
CENTRAL TRUST Co 0.15% Add +0.1% 14,574 $6.4M
Palmer Knight Co 2.71% Reduce -0.2% 14,558 $6.4M
Kentucky Retirement Systems 0.19% Reduce -6.2% 14,510 $6.3M
Wesbanco Bank Inc. 0.19% Reduce -4.6% 14,469 $6.3M
PDT Partners, LLC 0.35% Add +64.7% 14,000 $6.1M
LGT Group Foundation 0.08% Reduce -11.2% 13,837 $6.1M
Colonial Trust Co / SC 0.88% Reduce -4.6% 13,822 $6.0M
Turtle Creek Wealth Advisors, LLC 0.71% Add +12.8% 13,801 $6.0M
WCM Investment Management, LLC 0.01% Add +0.3% 13,950 $6.0M
MAI Capital Management 0.04% Add +2.8% 13,742 $6.0M
Trivium Point Advisory, LLC 0.65% Reduce -2.1% 13,727 $6.0M
Progressive Investment Management Corp 1.53% Reduce -0.9% 13,716 $6.0M
OMERS ADMINISTRATION Corp 0.05% Reduce -0.7% 13,682 $6.0M
Ascent Group, LLC 0.23% Add +2.1% 13,492 $5.9M
Hartford Investment Management Co. 0.19% Reduce -1.4% 13,488 $5.9M
King Wealth Management Group 0.79% Add +4.8% 13,249 $5.8M
Focus Partners Wealth 0.01% Add +4.2% 13,208 $5.8M
Private Advisor Group, LLC 0.03% Add +1.6% 12,913 $5.6M
DSG Capital Advisors, LLC 1.00% Reduce -1.8% 12,891 $5.6M
J.W. Cole Advisors, Inc. 0.12% Add +62.8% 12,837 $5.6M
Park National Corp. 0.18% Reduce -1.6% 12,792 $5.6M
Breakwater Capital Group 0.90% Add +0.2% 12,642 $5.5M
NewEdge Advisors, LLC 0.03% Reduce -0.8% 12,503 $5.5M
Norinchukin Bank, The 0.08% Add +4.4% 12,486 $5.5M
Resources Management Corp. /CT/ 0.74% Reduce -2.1% 12,447 $5.4M
Concurrent Investment Advisors, LLC 0.11% Add +14.6% 12,410 $5.4M
Lord, Abbett & Co. LLC 0.02% New 12,335 $5.4M
Daiichi Life Insurance Co., Ltd. 0.15% Reduce -14.8% 12,310 $5.4M
Mirova 0.76% Reduce -7.4% 12,304 $5.4M
CW Advisors, LLC 0.05% Add +194.1% 12,164 $5.3M
Weatherly Asset Management L. P. 0.45% Reduce -1.6% 12,138 $5.3M
TKG Advisors, LLC 2.37% Reduce -17.1% 12,087 $5.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +1.1% 12,052 $5.3M
Pinnacle Associates Ltd. 0.08% Add +1.1% 11,950 $5.2M
Navellier & Associates Inc. 0.65% Reduce -1.4% 11,935 $5.2M
Wakefield Asset Management LLLP 1.45% Reduce -4.7% 11,907 $5.2M
Great Lakes Advisors, LLC 0.04% Add +7.1% 11,853 $5.2M
Louisiana State Employees Retirement System 0.09% Reduce -2.5% 11,800 $5.2M
Gerber Kawasaki Wealth & Investment Management 0.20% Add +6.8% 11,798 $5.2M
Cibc World Market Inc. 0.01% Add +1.3% 11,731 $5.1M
Terra Alpha Investments LLC 5.33% Reduce -0.9% 11,727 $5.1M
Securian Asset Management, Inc. 0.15% Reduce -1.2% 11,727 $5.1M
Brookfield Corp 0.01% Add +41.2% 11,617 $5.1M
Harrell Investment Partners, LLC 1.28% Reduce -31.2% 11,591 $5.1M
Gulf International Bank (UK) Ltd 0.18% Reduce -9.3% 11,536 $5.0M
Curi Capital, LLC 0.09% New 11,424 $5.0M
Meeder Asset Management Inc. 0.30% Reduce -0.5% 11,317 $5.0M
Fiduciary Trust Co 0.06% Add +4.3% 11,311 $4.9M
Boston Family Office LLC 0.33% Reduce -0.5% 11,296 $4.9M
Choreo, LLC 0.07% Reduce -14.2% 11,256 $4.9M
Twinbeech Capital LP 0.11% New 11,256 $4.9M
Clifford Swan Investment Counsel LLC 0.17% Reduce -0.7% 11,224 $4.9M
Pitcairn Co. 0.32% Reduce -10.1% 11,204 $4.9M
Meridian Wealth Advisors, LLC 0.77% Reduce -50.2% 11,194 $4.9M
Plato Investment Management Ltd 0.37% Add +0.5% 11,192 $4.9M
SCS Capital Management LLC 0.05% Add +888.1% 11,037 $4.8M
Viking Fund Management LLC 0.66% No change 11,000 $4.8M
Metis Global Partners, LLC 0.12% Reduce -11.1% 10,983 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.5% 10,906 $4.8M
Maryland State Retirement & Pension System 0.10% Add +2.4% 10,835 $4.7M
Sumitomo Life Insurance Co. 0.32% Reduce -3.3% 10,754 $4.7M
Hardy Reed LLC 0.37% Add +0.0% 10,679 $4.7M
Kingswood Wealth Advisors, LLC 0.37% Reduce -5.9% 10,666 $4.7M
SageView Advisory Group, LLC 0.17% Reduce -2.0% 9,770 $4.6M
UMB Bank, n.a. 0.07% Reduce -49.2% 10,551 $4.6M
New Mexico Educational Retirement Board 0.15% No change 10,548 $4.6M
Figure 8 Investment Strategies LLC 4.49% Reduce -10.7% 10,508 $4.6M
Greenwood Capital Associates LLC 0.57% Reduce -23.0% 10,487 $4.6M
Voleon Capital Management LP 0.25% Reduce -58.6% 10,396 $4.5M
WealthShield Partners, LLC 0.54% Reduce -46.5% 10,235 $4.5M
AMG National Trust Bank 0.12% Add +0.3% 10,230 $4.5M
Signaturefd, LLC 0.08% Reduce -1.6% 10,158 $4.4M
Exchange Traded Concepts, LLC 0.06% Add +2.4% 10,154 $4.4M
Ashton Thomas Private Wealth, LLC 0.16% Add +2.5% 10,143 $4.4M
Fifth Third Bancorp 0.02% Add +1.7% 10,125 $4.4M
Cornerstone Advisors, LLC 0.15% Reduce -1.9% 10,100 $4.4M
Fuller & Thaler Asset Management, Inc. 0.02% Add +25.0% 10,024 $4.4M
Scotia Capital Inc. 0.02% Add +2.7% 10,021 $4.4M
Beese Fulmer Investment Management, Inc. 0.33% Add +6.1% 10,015 $4.4M
Siemens Fonds Invest GmbH 0.26% Add +4.4% 9,948 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -14.8% 9,913 $4.3M
Atria Wealth Solutions, Inc. 0.10% Reduce -24.8% 9,827 $4.3M
Canandaigua National Bank & Trust Co. 0.40% No change 9,773 $4.3M
MASTERINVEST Kapitalanlage GmbH 0.45% — 9,758 $4.3M
FRG Family Wealth Advisors LLC 0.73% No change 9,654 $4.2M
Suncoast Equity Management 0.42% Add +51.3% 9,468 $4.1M
Benjamin Edwards Inc. 0.05% Reduce -11.9% 9,439 $4.1M
Knollwood Investment Advisory, LLC 0.39% No change 9,324 $4.1M
HM Payson & Co. 0.06% Reduce -7.7% 9,303 $4.1M
Apollon Wealth Management, LLC 0.08% Reduce -11.7% 9,269 $4.1M
Sagespring Wealth Partners, LLC 0.09% Reduce -0.4% 9,156 $4.0M
Invera Wealth Advisors, LLC 2.59% Reduce -2.4% 9,074 $4.0M
Spire Wealth Management 0.14% Reduce -25.0% 9,125 $4.0M
Kestra Private Wealth Services, LLC 0.06% Reduce -3.5% 9,033 $4.0M
RKL Wealth Management LLC 0.35% Reduce -4.3% 9,013 $3.9M
Clear Harbor Asset Management, LLC 0.30% Add +126.8% 9,010 $3.9M
Vestcor Inc 0.12% Add +0.8% 8,922 $3.9M
Brighton Jones LLC 0.11% Add +44.9% 8,909 $3.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +232.7% 8,896 $3.9M
Quantitative Investment Management, LLC 0.52% New 8,896 $3.9M
Fifth Third Wealth Advisors LLC 0.16% Add +8.9% 8,786 $3.8M
CI Investments Inc. 0.01% Add +6.8% 8,759 $3.8M
Parsons Capital Management Inc. 0.23% Add +0.7% 8,751 $3.8M
GC Wealth Management RIA, LLC 0.31% Add +24.4% 8,594 $3.8M
Argus Investors' Counsel, Inc. 2.65% Reduce -9.9% 8,533 $3.7M
Bank Ozk 1.43% Add +3.6% 8,527 $3.7M
Diversified Trust Co. 0.08% Add +64.9% 8,519 $3.7M
Groupama Asset Managment 0.06% Reduce -22.5% 8,597 $3.7M
Alpine Woods Capital Investors, LLC 0.88% Reduce -7.1% 8,465 $3.7M
Lido Advisors, LLC 0.02% Reduce -2.7% 8,451 $3.7M
TD Private Client Wealth LLC 0.09% Add +7.0% 8,437 $3.7M
Wilmington Savings Fund Society, FSB 0.07% Reduce -10.3% 8,411 $3.7M
BLI - Banque de Luxembourg Investments 0.11% New 8,500 $3.7M
Leavell Investment Management, Inc. 0.16% Add +0.3% 8,389 $3.7M
Mesirow Financial Investment Management, Inc. 0.07% Reduce -0.9% 8,366 $3.7M
Richard Bernstein Advisors LLC 0.09% No change 8,328 $3.6M
Baird Financial Group, Inc. 0.01% Reduce -4.5% 8,281 $3.6M
D.A. Davidson & Co. 0.03% Reduce -0.1% 8,217 $3.6M
Bowman & Co S.C. 1.59% Add +4.3% 8,097 $3.5M
HB Wealth Management, LLC 0.03% Add +14.4% 8,056 $3.5M
Monument Capital Management 0.92% Add +7.5% 8,037 $3.5M
Lynch Asset Management, Inc. 1.23% Add +700.0% 8,000 $3.5M
Ostrum Asset Management 0.16% Add +11.4% 7,987 $3.5M
Gotham Asset Management 0.02% Reduce -50.4% 7,917 $3.5M
Waratah Capital Advisors Ltd. 0.24% Reduce -20.3% 7,895 $3.5M
Synovus Financial Corp. 0.04% Add +16.6% 7,821 $3.4M
Merit Financial Group, LLC 0.04% Add +10.6% 7,572 $3.3M
Meeder Advisory Services, Inc. 0.17% Reduce -2.6% 7,550 $3.3M
Baader Bank Aktiengesellschaft 0.28% Add +120.1% 7,498 $3.3M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +7.2% 7,429 $3.2M
Machina Capital S.A.S. 0.68% Reduce -17.3% 7,423 $3.2M
Central Valley Advisors, LLC 1.10% Reduce -1.4% 7,414 $3.2M
Alps Advisors Inc. 0.02% Add +6.1% 7,391 $3.2M
Sciencast Management LP 0.67% New 7,380 $3.2M
Beacon Pointe Advisors, LLC 0.03% Reduce -1.6% 7,379 $3.2M
Quantbot Technologies LP 0.08% Reduce -9.9% 7,304 $3.2M
Twin Capital Management Inc. 0.34% Add +15.8% 7,275 $3.2M
CIBC Private Wealth Group LLC 0.01% Add +1.4% 7,269 $3.2M
Rossmore Private Capital 0.37% Add +0.1% 7,246 $3.2M
Intech Investment Management LLC 0.03% Reduce -25.3% 7,220 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.14% — 7,186 $3.1M
Corient IA LP 1.85% Add +100.4% 7,186 $3.1M
Natural Investments, LLC 0.81% Reduce -11.1% 7,181 $3.1M
United Capital Financial Advisors, LLC 0.03% Add +1.3% 7,153 $3.1M
Oppenheimer & Co. Inc. 0.04% Add +6.6% 7,126 $3.1M
Pallas Capital Advisors LLC 0.12% Reduce -12.5% 6,971 $3.0M
Composition Wealth, LLC 0.05% Add +3.0% 6,888 $3.0M
Jones Financial Companies LLLP 0.00% Add +17.1% 6,966 $3.0M
Entropy Technologies, LP 0.24% Add +60.7% 6,877 $3.0M
Texas Yale Capital Corp. 0.10% No change 6,835 $3.0M
Financial Engines Advisors L.L.C. 0.01% Add +3.1% 6,784 $3.0M
Raiffeisen Bank International AG 0.04% Add +3.3% 6,880 $2.9M
Front Row Advisors LLC 1.02% Add +1.4% 6,714 $2.9M
Polymer Capital Management (US) LLC 0.48% New 6,696 $2.9M
Bessemer Group Inc. 0.00% Reduce -0.7% 6,680 $2.9M
Principal Securities, Inc. 0.05% Add +18.4% 6,614 $2.9M
Savant Capital, LLC 0.02% Add +5.7% 6,608 $2.9M
Azzad Asset Management Inc. 0.31% Add +2.3% 6,604 $2.9M
RFG - Bristol Wealth Advisors, LLC 0.90% Add +15.2% 6,599 $2.9M
Foundations Investment Advisors, LLC 0.05% Add +1.3% 6,593 $2.9M
Summit Trail Advisors, LLC 0.05% Add +18.9% 6,549 $2.9M
Auxier Asset Management LLC 0.42% Reduce -1.8% 6,545 $2.9M
Andra AP-fonden 0.04% Reduce -54.9% 6,500 $2.8M
Callan Family Office, LLC 0.09% Add +218.7% 6,498 $2.8M
Advisory Services Network, LLC 0.05% Reduce -35.5% 6,475 $2.8M
GAMMA Investing LLC 0.18% Add +8.1% 6,467 $2.8M
Marvin & Palmer Associates Inc. 2.42% New 6,463 $2.8M
Hilltop National Bank 0.73% — 6,413 $2.8M
Barlow Wealth Partners, LLC 0.34% No change 6,473 $2.8M
Avalon Trust Co 0.20% Reduce -23.4% 6,390 $2.8M
Comprehensive Financial Consultants Institutional, Inc. 0.91% Reduce -20.5% 6,315 $2.8M
Waverly Advisors, LLC 0.03% Reduce -0.8% 6,304 $2.8M
Coldstream Capital Management Inc. 0.04% Add +7.1% 6,295 $2.8M
Bradley Foster & Sargent Inc. 0.04% Add +18.4% 6,258 $2.7M
Nilsine Partners, LLC 0.28% Reduce -3.2% 6,241 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -6.5% 6,159 $2.7M
Massachusetts Wealth Management 1.51% No change 6,135 $2.7M
Greenleaf Trust 0.02% Reduce -0.8% 6,103 $2.7M
Quadrant Capital Group LLC 0.10% Add +34.8% 6,086 $2.7M
Huntington National Bank 0.02% Add +4.5% 6,082 $2.7M
Wahed Invest LLC 0.40% Add +4.4% 6,061 $2.7M
G&S Capital LLC 1.04% Reduce -13.5% 6,024 $2.6M
Stablepoint Partners, LLC 0.44% Reduce -1.7% 5,935 $2.6M
Keystone Wealth Services, LLC 0.62% Reduce -5.7% 5,917 $2.6M
Bank of New Hampshire 0.64% Add +8.0% 5,881 $2.6M
Summit Financial, LLC 0.06% Reduce -9.0% 5,814 $2.5M
Cresset Asset Management, LLC 0.01% Reduce -22.8% 5,802 $2.5M
My Legacy Advisors, LLC 0.90% Add +1.9% 5,796 $2.5M
Arax Advisory Partners 0.12% Add +146.0% 5,732 $2.5M
Independent Advisor Alliance 0.07% Reduce -2.6% 5,681 $2.5M
McRae Capital Management Inc. 0.51% Reduce -1.7% 5,671 $2.5M
Wedbush Securities Inc. 0.09% Reduce -11.7% 5,656 $2.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +26.6% 5,652 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +7.1% 5,621 $2.5M
Stratos Wealth Partners, LTD. 0.03% Add +1.9% 5,597 $2.4M
Romano Brothers and Company 0.30% Add +1.8% 5,538 $2.4M
Ledyard National Bank 0.23% Add +0.1% 5,524 $2.4M
V-Square Quantitative Management LLC 0.32% Reduce -44.1% 5,516 $2.4M
Essex Bank 0.57% Reduce -1.8% 5,496 $2.4M
Advisors Asset Management, Inc. 0.04% Add +6.1% 5,495 $2.4M
Argent Capital Management LLC 0.07% No change 5,493 $2.4M
Aptus Capital Advisors, LLC 0.02% Add +16.1% 5,462 $2.4M
SIR Capital Management, L.P. 0.21% Reduce -34.8% 5,414 $2.4M
Strategic Advisors LLC 0.46% No change 5,399 $2.4M
Stonebrook Private Inc. 0.55% Reduce -1.5% 5,386 $2.4M
Pinnacle Financial Partners Inc 0.05% Add +4.2% 5,381 $2.4M
OneDigital Investment Advisors LLC 0.03% Reduce -0.5% 5,317 $2.3M
Tiaa Trust, National Association 0.01% Add +0.1% 5,308 $2.3M
Freemont Management S.A. 0.38% Add +29.3% 5,300 $2.3M
Montag A & Associates Inc. 0.11% No change 5,291 $2.3M
Sit Investment Associates Inc. 0.05% Reduce -7.5% 5,280 $2.3M
Inceptionr LLC 0.53% Add +67.5% 5,263 $2.3M
Huntleigh Advisors, Inc. 0.44% Add +2.5% 5,251 $2.3M
Partnership Wealth Management, LLC 1.86% No change 5,250 $2.3M
Graham Capital Management, L.P. 0.07% Add +11.9% 5,187 $2.3M
Guyasuta Investment Advisors Inc. 0.14% No change 5,183 $2.3M
Harvest Fund Management Co., Ltd 0.11% Add +5.9% 5,766 $2.3M
Element Squared LLC 1.40% — 5,144 $2.2M
Bowen Hanes & Co. Inc. 0.06% No change 5,135 $2.2M
Aspen Investment Management Inc 0.94% Add +0.8% 5,127 $2.2M
Stokes Capital Advisors, LLC 0.54% New 5,080 $2.2M
Telligent Fund, LP 2.00% Add +25.0% 5,000 $2.2M
Systematic Financial Management LP 0.06% No change 5,000 $2.2M
Hudson Bay Capital Management LP 0.02% Reduce -84.9% 5,000 $2.2M
Analyst IMS Investment Management Services Ltd. 0.07% No change 4,969 $2.2M
Mufg Securities Americas Inc. 0.19% Add +24.5% 4,942 $2.2M
Inspire Investing, LLC 0.23% Reduce -11.7% 4,917 $2.2M
Transcend Capital Advisors, LLC 0.17% Add +38.7% 4,867 $2.1M
Moors & Cabot, Inc. 0.10% Add +37.2% 4,863 $2.1M
Wealthcare Advisory Partners LLC 0.05% Add +2.2% 4,862 $2.1M
Cambria Investment Management, L.P. 0.14% New 4,841 $2.1M
Prosperity Consulting Group, LLC 0.15% Reduce -5.4% 4,826 $2.1M
Strengthening Families & Communities, LLC 1.16% Add +8.6% 5,016 $2.1M
Caldwell Trust Co 0.21% Add +8.2% 4,771 $2.1M
Arkadios Wealth Advisors 0.06% Add +108.5% 4,715 $2.1M
Kanawha Capital Management LLC 0.15% No change 4,691 $2.1M
Qtron Investments LLC 0.26% No change 4,682 $2.0M
Kane Investment Management, Inc. 1.07% Reduce -4.7% 4,674 $2.0M
Tocqueville Asset Management L.P. 0.03% Reduce -8.3% 4,670 $2.0M
TFR Capital, LLC. 0.74% Add +2.1% 4,659 $2.0M
WINTON GROUP Ltd 0.10% Reduce -31.6% 4,652 $2.0M
Northeast Financial Consultants Inc 0.08% No change 4,609 $2.0M
Sigma Planning Corp 0.06% Reduce -39.6% 4,605 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +0.6% 4,531 $2.0M
Signature Wealth Management Group 0.78% Reduce -1.3% 4,499 $2.0M
Nvwm, LLC 0.47% Reduce -0.3% 4,497 $2.0M
CHICAGO TRUST Co NA 0.28% Add +7.3% 4,481 $2.0M
Ballentine Partners, LLC 0.03% Add +46.9% 4,458 $1.9M
Values First Advisors, Inc. 1.05% Add +6.5% 4,393 $1.9M
Vise Technologies, Inc. 0.08% — 4,357 $1.9M
Trust Investment Advisors 1.15% Reduce -8.4% 4,343 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.87% Reduce -0.4% 4,289 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -2.6% 4,255 $1.9M
Penobscot Investment Management Company, Inc. 0.16% No change 4,254 $1.9M
Graypoint LLC 0.10% Add +3.0% 4,250 $1.9M
Clark Capital Management Group, Inc. 0.01% Add +90.3% 4,237 $1.9M
Prossimo Advisors, LLC 1.48% Reduce -5.5% 4,217 $1.8M
Caliber Wealth Management, LLC / KS 0.20% Reduce -7.2% 4,200 $1.8M
Kingsview Wealth Management, LLC 0.03% Reduce -2.9% 4,196 $1.8M
NorthCoast Asset Management LLC 0.01% Add +5.9% 4,193 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.5% 4,187 $1.8M
Farther Finance Advisors, LLC 0.04% Add +31.0% 4,164 $1.8M
Tower Bridge Advisors 0.20% Reduce -0.3% 4,158 $1.8M
NWK Group, Inc. 0.64% Reduce -3.6% 4,140 $1.8M
Elyxium Wealth, LLC 0.68% Reduce -1.4% 4,136 $1.8M
Atlas Private Wealth Advisors 0.23% Add +0.7% 4,121 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +23.0% 4,105 $1.8M
Darden Wealth Group Inc 1.07% Reduce -2.4% 4,045 $1.8M
BLB&B Advisors, LLC 0.08% Reduce -1.1% 4,037 $1.8M
McCarter Private Wealth Services LLC 1.01% Reduce -1.6% 4,033 $1.8M
Roundview Capital LLC 0.12% Reduce -1.8% 4,022 $1.8M
Lion Street Advisors, LLC 0.53% Add +0.1% 3,998 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.12% Reduce -19.4% 3,994 $1.7M
Pflug Koory, LLC 0.88% Reduce -6.8% 3,984 $1.7M
Virtus Investment Advisers, LLC 0.59% Add +2.6% 3,983 $1.7M
Sapient Capital LLC 0.03% Reduce -0.1% 3,978 $1.7M
Harfst & Associates, Inc. 0.36% Add +114.2% 3,964 $1.7M
Silvercrest Asset Management Group LLC 0.01% Add +8.7% 3,959 $1.7M
Integrated Advisors Network LLC 0.08% Add +3.2% 3,957 $1.7M
First Horizon Advisors, Inc. 0.04% Add +3.0% 3,942 $1.7M
Liontrust Investment Partners LLP 0.02% New 3,942 $1.7M
Frank, Rimerman Advisors LLC 0.12% Reduce -30.1% 3,937 $1.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.15% Add +7.2% 3,935 $1.7M
International Assets Investment Management, LLC 0.14% Reduce -7.4% 3,935 $1.7M
Lebenthal Global Advisors, LLC 0.32% Add +3.5% 3,930 $1.7M
Gsa Capital Partners LLP 0.12% Add +60.5% 3,890 $1.7M
Aspire Private Capital, LLC 0.39% No change 3,874 $1.7M
Boyd Watterson Asset Management LLC 0.54% Reduce -0.7% 3,864 $1.7M
Coastal Bridge Advisors, LLC 0.14% New 3,849 $1.7M
Grove Bank & Trust 0.21% Reduce -2.2% 3,833 $1.7M
Broderick Brian C 0.33% Reduce -2.9% 3,800 $1.7M
Beverly Hills Private Wealth, LLC 0.31% Reduce -5.5% 3,794 $1.7M
Westerkirk Capital Inc. 0.20% — 3,774 $1.7M
Aspiriant, LLC 0.05% Reduce -5.9% 3,768 $1.6M
Integrated Wealth Concepts LLC 0.02% Add +25.9% 3,758 $1.6M
Csenge Advisory Group 0.09% Reduce -3.5% 3,806 $1.6M
Ransom Advisory, Ltd 0.77% Reduce -3.9% 3,743 $1.6M
Seeds Investor LLC 0.38% Reduce -4.2% 3,727 $1.6M
Geneos Wealth Management Inc. 0.04% Add +17.0% 3,718 $1.6M
Challenger Wealth Management 1.11% Add +15.0% 3,673 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -53.4% 3,663 $1.6M
Marietta Wealth Management, LLC 0.21% Reduce -1.9% 3,648 $1.6M
Oak Thistle LLC 0.23% Add +116.3% 3,621 $1.6M
Confluence Wealth Services, Inc. 0.09% Add +0.7% 3,609 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Add +1.9% 3,609 $1.6M
NJ State Employees Deferred Compensation Plan 0.19% No change 3,600 $1.6M
Prospera Financial Services Inc 0.03% Reduce -21.1% 3,588 $1.6M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -1.4% 3,566 $1.6M
Westhampton Capital, LLC 0.81% No change 3,565 $1.6M
Mgo One Seven LLC 0.05% Add +4.0% 3,564 $1.6M
Paradigm Asset Management Co. LLC 0.38% New 3,500 $1.5M
Harbor Advisors LLC 0.25% No change 3,500 $1.5M
Citizens Financial Group Inc. 0.02% Add +28.0% 3,492 $1.5M
Buckley Wealth Management, LLC 0.46% Reduce -15.4% 3,486 $1.5M
New Age Alpha Advisors, LLC 0.07% Add +722.2% 3,478 $1.5M
Glenview Trust Co 0.03% Reduce -2.2% 3,426 $1.5M
Chicago Partners Investment Group LLC 0.04% Add +6.7% 3,251 $1.5M
Heritage Wealth Advisors 0.07% No change 3,410 $1.5M
Widmann Financial Services, Inc. 1.03% Reduce -0.9% 3,385 $1.5M
Jacobi Capital Management LLC 0.10% Reduce -3.6% 3,378 $1.5M
St Germain D J Co. Inc. 0.06% Add +5.2% 3,356 $1.5M
Harbor Capital Advisors, Inc. 0.06% Reduce -0.6% 3,349 $1.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.09% New 3,343 $1.5M
Holderness Investments Co. 0.31% Reduce -12.5% 3,337 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.64% Add +2.4% 3,325 $1.5M
Whittier Trust Co. 0.02% Reduce -5.4% 3,318 $1.5M
Monte Financial Group, LLC 0.56% Add +1.8% 3,317 $1.5M
Evergreen Capital Management LLC 0.04% Reduce -0.5% 3,310 $1.4M
Legal Advantage Investments, Inc. 0.67% Reduce -5.7% 3,298 $1.4M
Compass Ion Advisors, LLC 0.15% Reduce -8.3% 3,253 $1.4M
Allworth Financial LP 0.01% Add +22.3% 3,238 $1.4M
Money Concepts Capital Corp. 0.09% Add +0.2% 3,205 $1.4M
Clearstead Advisors, LLC 0.02% Add +40.6% 3,202 $1.4M
Peddock Capital Advisors, LLC 0.32% No change 3,161 $1.4M
Syon Capital LLC 0.09% Add +7.2% 3,152 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.77% No change 4,089 $1.4M
Profund Advisors LLC 0.05% Add +30.3% 3,144 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +1.0% 3,127 $1.4M
Essex Financial Services, Inc. 0.09% Reduce -3.3% 3,125 $1.4M
Rainier Family Wealth Inc. 1.36% Add +1.6% 3,117 $1.4M
Applied Finance Capital Management, LLC 0.09% New 3,108 $1.4M
HighPoint Advisor Group LLC 0.07% Reduce -72.9% 3,095 $1.4M
AXS Investments LLC 0.55% New 3,080 $1.3M
Wedmont Private Capital 0.06% Add +4.1% 3,090 $1.3M
Parallel Advisors, LLC 0.03% Add +4.1% 3,056 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -7.3% 3,049 $1.3M
EverSource Wealth Advisors, LLC 0.06% Add +38.9% 3,048 $1.3M
Zacks Investment Management 0.01% Reduce -18.0% 3,039 $1.3M
Wealth Alliance, LLC 0.15% Reduce -0.1% 3,023 $1.3M
LeClair Wealth Partners LLC 0.90% Reduce -6.2% 3,022 $1.3M
Modern Wealth Management, LLC 0.03% Reduce -3.7% 3,019 $1.3M
Optiver Holding B.V. 0.04% New 3,019 $1.3M
Clark Asset Management, LLC 0.18% New 3,016 $1.3M
Jennison Associates LLC 0.00% Reduce -8.3% 3,016 $1.3M
Blue Trust, Inc. 0.02% Add +7.6% 3,013 $1.3M
Sowell Financial Services LLC 0.05% Reduce -12.8% 3,012 $1.3M
Creekmur Asset Management LLC 0.23% No change 3,011 $1.3M
Continuum Advisory, LLC 0.16% Add +9.8% 3,001 $1.3M
Argyle Capital Management, LLC 0.48% No change 3,000 $1.3M
TruNorth Capital Management, LLC 0.29% No change 3,000 $1.3M
Everhart Financial Group, Inc. 0.15% Add +8.2% 2,973 $1.3M
Secured Retirement Advisors, LLC 0.77% Reduce -28.6% 2,972 $1.3M
Tenon Financial LLC 0.57% No change 3,857 $1.3M
Trium Capital LLP 0.32% Reduce -41.1% 2,927 $1.3M
Impact Capital Partners LLC 0.42% Add +2.8% 2,918 $1.3M
Triton Financial Group Inc 0.92% — 2,911 $1.3M
Cypress Asset Management Inc. 0.30% No change 2,895 $1.3M
Foster Group, Inc. 0.04% Add +1.6% 2,879 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -8.9% 2,875 $1.3M
Ramirez Asset Management, Inc. 0.19% No change 2,874 $1.3M
Wealthspire Advisors, LLC 0.01% Add +17.6% 2,873 $1.3M
Notis-McConarty Edward 0.61% Reduce -5.0% 2,850 $1.2M
AE Wealth Management LLC 0.01% Add +33.3% 2,808 $1.2M
Neville Rodie & Shaw Inc. 0.09% Add +7.7% 2,805 $1.2M
IFP Advisors, Inc 0.03% Add +1.2% 2,772 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -1.5% 2,835 $1.2M
MorganRosel Wealth Management, LLC 0.33% Reduce -30.4% 2,770 $1.2M
EP Wealth Advisors, LLC 0.01% Add +4.3% 2,760 $1.2M
Northstar Advisory Group, LLC 0.59% New 2,758 $1.2M
Advisory Resource Group 0.23% Reduce -5.9% 2,747 $1.2M
Aspire Growth Partners LLC 0.98% Reduce -0.9% 2,734 $1.2M
Jackson Square Capital, LLC 0.27% Add +16.1% 2,727 $1.2M
FWG Holdings, LLC 0.56% Add +0.1% 2,748 $1.2M
Nomura Holdings Inc. 0.01% Reduce -64.6% 2,724 $1.2M
Baldwin Investment Management, LLC 0.14% No change 2,716 $1.2M
Calamos Advisors LLC 0.01% No change 2,712 $1.2M
Haven Private, LLC 0.52% Reduce -4.3% 2,706 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -0.7% 2,705 $1.2M
Dynamic Technology Lab Private Ltd 0.16% New 2,689 $1.2M
Kesler, Norman & Wride, LLC 0.21% Add +1.1% 2,672 $1.2M
Haverford Trust Co 0.01% Reduce -0.2% 2,670 $1.2M
Heritage Trust Co 0.13% Add +1.7% 2,664 $1.2M
Avantax Planning Partners, Inc. 0.04% Reduce -0.4% 2,655 $1.2M
Diversify Advisory Services, LLC 0.04% Add +53.5% 2,611 $1.1M
Nippon Life Global Investors Americas, Inc. 0.05% Reduce -16.2% 2,590 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.24% Add +1.8% 2,581 $1.1M
Axxcess Wealth Management, LLC 0.03% Add +2.4% 2,581 $1.1M
High Net Worth Advisory Group LLC 0.30% No change 2,570 $1.1M
Magnolia Capital Advisors LLC 0.28% Reduce -14.0% 2,564 $1.1M
OneAscent Investment Solutions LLC 1.20% Reduce -16.6% 2,560 $1.1M
Compound Planning, Inc. 0.04% Add +14.6% 2,559 $1.1M
Berry Wealth Group, LP 0.78% Add +4.1% 2,554 $1.1M
Brooklyn Investment Group 0.15% Add +27.9% 2,551 $1.1M
Griffin Asset Management, Inc. 0.13% No change 2,550 $1.1M
Smith Group Asset Management, LLC 0.07% Reduce -3.1% 2,530 $1.1M
Strategy Asset Managers LLC 0.21% Reduce -2.2% 2,519 $1.1M
Perigon Wealth Management, LLC 0.03% Add +22.4% 2,502 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.0% 2,494 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -1.2% 2,468 $1.1M
VestGen Investment Management 0.77% Reduce -11.2% 2,466 $1.1M
First Financial Bankshares Inc 0.02% Add +54.5% 2,465 $1.1M
Level Four Advisory Services, LLC 0.04% Reduce -4.4% 2,461 $1.1M
Baron Silver Stevens Financial Advisors, LLC 0.17% Add +5.9% 2,453 $1.1M
LGT Fund Management Co Ltd. 0.09% Reduce -2.5% 2,434 $1.1M
Sfmg, LLC 0.08% Add +3.0% 2,411 $1.1M
Investment House LLC 0.05% No change 2,400 $1.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +14.3% 2,400 $1.0M
Fiduciary Alliance LLC 0.08% Add +0.1% 2,391 $1.0M
Equitable Holdings, Inc. 0.01% Add +104.1% 2,376 $1.0M
Apella Capital, LLC 0.03% Add +2.0% 2,388 $1.0M
Nebula Research & Development LLC 0.09% Add +178.0% 2,371 $1.0M
FIL Ltd 0.00% Reduce -58.1% 2,362 $1.0M
Spinnaker Trust 0.06% No change 2,361 $1.0M
Global Retirement Partners, LLC 0.03% — 2,361 $1.0M
Clearstead Trust, LLC 0.20% Add +0.3% 2,358 $1.0M
Commerzbank Aktiengesellschaft 0.02% No change 2,356 $1.0M
Allegheny Financial Group 0.23% Add +0.2% 2,356 $1.0M
Ritholtz Wealth Management 0.02% Add +56.6% 2,338 $1.0M
Catalyst Financial Partners LLC 0.11% Add +3.6% 2,336 $1.0M
HBK Sorce Advisory LLC 0.03% Add +0.8% 2,319 $1.0M
JB Capital LLC 0.05% Add +12.0% 2,306 $1.0M
Premier Path Wealth Partners, LLC 0.14% Reduce -2.0% 2,297 $1.0M
Flagship Harbor Advisors, LLC 0.05% Add +0.3% 2,288 $1.0M
Essex LLC 0.20% Reduce -9.7% 2,283 $999K
Icon Wealth Advisors, LLC 0.07% Reduce -0.6% 2,283 $999K
Essential Partners LLC 0.40% — 2,282 $998K
Hendershot Investments Inc. 0.13% No change 2,270 $993K
Jupiter Asset Management Ltd. 0.01% Reduce -96.3% 2,266 $991K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.4% 2,260 $989K
Campbell Newman Asset Management Inc. 0.08% New 2,255 $986K
Texas Capital Bancshares Inc 0.36% Reduce -0.1% 2,255 $986K
Scientech Research LLC 0.24% Add +264.7% 2,254 $986K
Excalibur Management Corp. 0.37% Reduce -2.8% 2,253 $985K
Kornitzer Capital Management Inc. 0.02% Reduce -28.0% 2,250 $984K
Win Advisors, Inc. 0.47% New 2,238 $979K
Bryn Mawr Trust Advisors, LLC 0.05% Add +77.7% 2,227 $974K
Snowden Capital Advisors LLC 0.03% Reduce -26.9% 2,211 $967K
Platform Technology Partners 0.25% Reduce -18.5% 2,211 $967K
Cornerstone Advisory, LLC 0.10% Add +0.1% 2,209 $966K
Kimelman & Baird, LLC 0.08% Reduce -14.6% 2,190 $958K
Cigna Investments Inc. 0.16% Reduce -4.6% 2,188 $957K
PFG Advisors 0.04% Add +258.5% 2,176 $952K
Fullcircle Wealth LLC 0.35% Add +0.7% 2,189 $950K
Zions Bancorporation, National Association 0.05% Reduce -17.1% 2,166 $947K
Pinion Investment Advisors, LLC 0.33% Reduce -3.9% 2,157 $943K
Connecticut Wealth Management, LLC 0.04% Reduce -10.4% 2,150 $940K
Moneta Group Investment Advisors LLC 0.01% Add +3.8% 2,138 $935K
Avestar Capital, LLC 0.07% Add +32.4% 2,138 $935K
Center for Financial Planning, Inc. 0.11% Reduce -2.1% 2,137 $935K
Keel Point, LLC 0.06% Add +4.3% 2,135 $934K
Richardson Financial Services Inc. 0.63% Reduce -0.7% 2,148 $933K
Wambolt & Associates, LLC 0.31% Reduce -10.5% 2,130 $925K
Spirepoint Private Client, LLC 0.10% Reduce -0.7% 2,109 $922K
Cullinan Associates Inc. 0.06% No change 2,100 $919K
Valeo Financial Advisors, LLC 0.02% Add +3.8% 2,073 $907K
Sendero Wealth Management, LLC 0.11% Reduce -1.1% 2,072 $906K
State of Wyoming 0.11% Add +4.1% 2,064 $903K
Waterloo Capital, L.P. 0.07% Add +11.2% 2,060 $901K
Stephens Inc. 0.01% Add +0.3% 2,053 $898K
NorthRock Partners, LLC 0.02% Add +1.2% 2,052 $898K
Bryce Point Capital, LLC 0.76% Reduce -7.9% 2,051 $897K
Silverlake Wealth Management LLC 0.26% No change 2,037 $891K
Little House Capital LLC 0.22% Reduce -1.0% 2,036 $891K
Winthrop Advisory Group LLC 0.09% Reduce -3.0% 2,029 $888K
Exencial Wealth Advisors, LLC 0.03% Reduce -4.7% 2,027 $886K
True North Advisors, LLC 0.17% Add +0.5% 2,023 $885K
Checchi Capital Advisers, LLC 0.06% Reduce -3.8% 2,021 $884K
OneAscent Financial Services LLC 0.06% Reduce -6.0% 2,023 $881K
Belmont Capital, LLC 0.13% No change 2,012 $880K
Wolverine Asset Management LLC 0.06% New 2,000 $875K
Gilman Hill Asset Management, LLC 0.14% Add +6.3% 1,996 $873K
Forum Financial Management, LP 0.01% Reduce -4.8% 1,992 $871K
Quadcap Wealth Management, LLC 0.11% Add +2.1% 1,980 $866K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.4% 1,973 $863K
Midwest Trust Co 0.01% — 1,972 $863K
Valley National Advisers Inc. 0.14% Add +3.6% 1,965 $859K
First Bank & Trust 0.15% Add +19.0% 1,963 $859K
MIdWestOne Financial Group, Inc. 0.11% No change 1,946 $851K
King Luther Capital Management Corp. 0.00% Add +1.3% 1,942 $849K
Fulton Bank, N.A. 0.03% Reduce -7.0% 1,937 $847K
Temasek Holdings (Private) Ltd 0.00% Reduce -92.7% 1,934 $846K
Larson Financial Group LLC 0.03% Add +44.3% 1,931 $845K
Fiera Capital Corp 0.00% No change 1,930 $844K
Fieldview Capital Management, LLC 0.13% New 1,913 $837K
Trustmark Bank Trust Department 0.06% Add +40.1% 1,912 $836K
Argonautica Private Wealth Management, Inc. 0.26% Reduce -1.6% 1,911 $836K
AlphaCore Capital LLC 0.03% New 1,899 $831K
Edgestream Partners, L.P. 0.02% New 1,888 $826K
West Oak Capital, LLC 0.41% No change 1,885 $825K
S&co Inc. 0.05% No change 1,880 $822K
Morningstar Investment Management LLC 0.07% New 1,874 $820K
VestGen Advisors, LLC 0.03% Reduce -10.5% 1,875 $817K
First Pacific Financial 0.12% Reduce -9.1% 1,865 $816K
Personal Cfo Solutions, LLC 0.15% Add +38.5% 1,863 $815K
Transatlantique Private Wealth LLC 0.30% Add +2.5% 1,857 $812K
Silverberg Bernstein Capital Management LLC 0.55% No change 1,850 $809K
Peterson Wealth Services 0.22% Add +0.3% 1,844 $807K
Employees Retirement System of Texas 0.01% New 1,815 $794K
Perpetual Ltd 0.01% Reduce -22.4% 1,810 $792K
Appleton Partners Inc. 0.06% Add +20.3% 1,809 $791K
Hilltop Holdings Inc. 0.05% Add +38.5% 1,805 $790K
Evexia Wealth LLC 0.25% Reduce -12.8% 1,765 $790K
Legacy Wealth Asset Management, LLC 0.20% New 1,805 $790K
Sovereign Financial Group, Inc. 0.16% Reduce -1.4% 1,802 $788K
iSAM Funds (UK) Ltd 0.17% New 1,799 $787K
Courier Capital LLC 0.05% Reduce -0.2% 1,795 $785K
Patron Partners, LLC 0.39% Add +2.5% 1,794 $785K
Phillips Wealth Planners LLC 0.71% Add +0.7% 1,828 $780K
Community Bank & Trust, Waco, Texas 0.18% Reduce -3.7% 1,775 $776K
Marks Group Wealth Management, Inc 0.07% Add +5.3% 1,763 $771K
Western Financial Corp 0.41% Reduce -20.3% 1,754 $767K
Alesco Advisors, LLC, An ESL Co 0.02% No change 1,738 $760K
Brookstone Capital Management 0.01% Add +9.7% 1,736 $759K
Sage Mountain Advisors LLC 0.05% Add +13.0% 1,734 $758K
Townsquare Capital LLC 0.07% Reduce -81.9% 1,724 $754K
Lafayette Investments, Inc. 0.15% No change 1,722 $753K
Diversified Enterprises, LLC 0.06% Add +5.2% 1,719 $752K
Northstar Group, Inc. 0.12% No change 1,719 $752K
Bedell Frazier Investment Counselling, LLC 0.19% Reduce -8.3% 1,715 $750K
Destiny Wealth Partners, LLC 0.10% New 1,709 $748K
IFG Advisory, LLC 0.04% Add +0.6% 1,708 $747K
Ironwood Investment Counsel, LLC 0.11% New 1,692 $740K
Wescott Financial Advisory Group, LLC 0.07% Add +0.8% 1,682 $736K
Oakworth Capital, Inc. 0.05% Reduce -0.4% 1,682 $736K
MWA Asset Management 0.45% Reduce -11.5% 1,682 $736K
Choate Investment Advisors 0.02% Reduce -8.3% 1,681 $735K
Gratus Wealth Advisors, LLC 0.11% Add +1.1% 1,679 $734K
Enterprise Financial Services Corp 0.39% Add +3.4% 1,677 $734K
Argent Trust Co 0.03% Add +4.8% 1,669 $730K
WBH Advisory Inc. 0.06% Reduce -5.7% 1,667 $729K
Acropolis Investment Management, LLC 0.04% Add +1.2% 1,667 $729K
Conning Inc. 0.03% Reduce -4.3% 1,666 $729K
Sivia Capital Partners, LLC 0.25% Add +22.4% 1,665 $728K
SeaCrest Wealth Management, LLC 0.08% Reduce -3.2% 1,653 $723K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 1,649 $721K
Inspire Advisors, LLC 0.07% New 1,636 $716K
Hartford Financial Management Inc. 0.20% No change 1,632 $714K
Manchester Capital Management LLC 0.09% Add +0.1% 1,617 $708K
Resurgent Financial Advisors LLC 0.39% Add +1.4% 1,607 $703K
OneAscent Wealth Management LLC 0.26% Add +16.7% 1,603 $701K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +35.3% 1,598 $699K
IHT Wealth Management, LLC 0.02% Add +27.9% 1,596 $698K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +9.1% 1,594 $697K
Mission Wealth Management, LP 0.02% Reduce -10.5% 1,585 $693K
IAM Advisory, LLC 0.16% Reduce -1.2% 1,564 $684K
Headlands Technologies LLC 0.08% Reduce -29.6% 1,552 $679K
Fiduciary Group, LLC 0.06% Add +1.3% 1,548 $677K
Rehmann Capital Advisory Group 0.04% Add +23.5% 1,547 $677K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -92.0% 1,547 $677K
Swmg, LLC 0.23% Add +58.6% 1,427 $674K
Penserra Capital Management LLC 0.01% Add +39.9% 1,542 $673K
Bridges Investment Management Inc. 0.01% Add +0.4% 1,538 $673K
Fiduciary Family Office, LLC 0.22% Add +1.3% 1,535 $671K
PFG Investments, LLC 0.04% Reduce -11.4% 1,535 $671K
Balefire, LLC 0.15% Add +54.4% 1,527 $668K
McNamara Financial Services, Inc. 0.13% No change 1,520 $665K
Richards, Merrill & Peterson, Inc. 0.32% Add +0.6% 1,520 $665K
Semanteon Capital Management, LP 1.00% Reduce -64.6% 1,518 $664K
Cercano Management LLC 0.02% No change 1,517 $664K
Hanson & Doremus Investment Management 0.09% No change 1,515 $663K
Taylor Financial Group, Inc. 0.41% No change 1,512 $661K
CX Institutional 0.02% Add +5.7% 1,508 $660K
Firestone Capital Management 0.15% No change 1,503 $657K
First National Trust Co 0.02% Reduce -2.0% 1,502 $657K
Morse Asset Management, Inc 0.15% No change 1,500 $656K
McAdam, LLC 0.04% Reduce -0.1% 1,499 $656K
Carnegie Investment Counsel 0.01% Reduce -46.7% 1,485 $650K
Cobblestone Capital Advisors LLC 0.03% No change 1,463 $640K
First Affirmative Financial Network 0.33% Reduce -4.4% 1,458 $638K
SVB Wealth LLC 0.03% Reduce -46.2% 1,457 $637K
Cordgrass Capital Advisors, LLC 0.17% Add +8.2% 1,453 $636K
Valley Wealth Managers, Inc. 0.05% Reduce -7.4% 1,445 $632K
Mitchell McLeod Pugh & Williams Inc. 0.12% Reduce -1.0% 1,427 $624K
Palisades Hudson Asset Management, L.P. 0.24% No change 1,427 $624K
Canton Hathaway, LLC 0.13% No change 1,423 $623K
Sompo Asset Management Co., Ltd. 0.11% No change 1,410 $617K
Verdence Capital Advisors LLC 0.04% Add +0.9% 1,409 $616K
Alamea Verwaltungs GmbH 0.46% Reduce -26.8% 1,408 $616K
MTM Investment Management, LLC 0.21% No change 1,402 $613K
Birchcreek Wealth Management, LLC 0.34% Reduce -7.5% 1,389 $608K
Venture Visionary Partners LLC 0.02% Reduce -35.5% 1,388 $607K
Harvest Investment Services, LLC 0.13% Add +8.4% 1,371 $600K
Bath Savings Trust Co 0.06% Add +1.1% 1,365 $597K
Aaron Wealth Advisors LLC 0.06% Add +10.3% 1,363 $596K
Destination Wealth Management 0.02% New 1,361 $595K
High Probability Advisors, LLC 0.09% No change 1,360 $595K
Beacon Capital Management, LLC 0.08% Add +0.2% 1,359 $594K
Trilogy Capital Inc. 0.03% No change 1,357 $594K
Westfield Capital Management Co. LP 0.00% Reduce -19.0% 1,354 $592K
Tilia Fiduciary Partners, Inc. 0.36% Add +2.4% 1,351 $591K
Wetzel Investment Advisors, Inc. 0.27% Reduce -7.7% 1,348 $591K
Murphy Pohlad Asset Management LLC 0.25% No change 1,350 $591K
Empower Advisory Group, LLC 0.00% Add +2.2% 1,348 $590K
Parcion Private Wealth LLC 0.04% Add +5.4% 1,347 $589K
Goldstone Financial Group, LLC 0.08% Add +30.1% 1,345 $588K
Pacific Sage Partners, LLC 0.12% No change 1,341 $587K
Savvy Advisors, Inc. 0.04% Add +27.8% 1,335 $584K
New England Capital Financial Advisors LLC 0.27% Add +0.1% 1,332 $582K
Magnolia Capital Management Ltd. 0.47% No change 1,330 $582K
Mayflower Financial Advisors, LLC 0.08% Reduce -0.5% 1,328 $581K
CWA Asset Management Group, LLC 0.02% Add +16.1% 1,318 $577K
Evercore Wealth Management, LLC 0.01% No change 1,316 $576K
Robertson Stephens Wealth Management, LLC 0.02% New 1,305 $571K
Aureus Asset Management, LLC 0.04% Reduce -0.2% 1,302 $570K
Somerville Kurt F 0.10% Reduce -8.5% 1,293 $566K
Howe & Rusling Inc. 0.04% Add +9.6% 1,290 $564K
Mutual Advisors, LLC 0.01% Add +3.8% 1,195 $564K
Advisors Management Group Inc. 0.11% No change 1,284 $562K
Old North State Wealth Management, LLC 0.29% Add +5.2% 1,279 $561K
GeoWealth Management, LLC 0.02% Add +45.6% 1,281 $560K
Mairs & Power Inc. 0.01% No change 1,281 $560K
SYM FINANCIAL Corp 0.06% Reduce -3.5% 1,277 $559K
Farmers Trust Co. 0.10% Reduce -26.8% 1,276 $558K
Howard Capital Management, LLC 0.01% Add +2.9% 1,272 $556K
Legacy Financial Advisors, Inc. 0.09% Add +1.8% 1,272 $556K
First Manhattan Co. Llc. 0.00% Add +1.8% 1,271 $556K
Pines Wealth Management, LLC 0.20% Add +5.8% 1,270 $555K
Conscious Wealth Investments, LLC 0.35% No change 1,179 $555K
Contravisory Investment Management, Inc. 0.11% Reduce -0.1% 1,267 $554K
Fielder Capital Group LLC 0.15% Reduce -0.6% 1,264 $553K
Evoke Wealth, LLC 0.01% Add +35.5% 1,252 $548K
Integrated Investment Consultants, LLC 0.11% Reduce -0.2% 1,251 $547K
Wealth Quarterback LLC 0.26% Add +0.2% 1,251 $547K
Raelipskie Partnership 0.25% No change 1,243 $544K
Alta Advisers Ltd 0.19% No change 1,239 $542K
Bigelow Investment Advisors, LLC 0.24% Add +1.7% 1,234 $540K
Magnus Financial Group LLC 0.05% Add +0.2% 1,230 $538K
Horan Securities, Inc. 0.19% Reduce -0.5% 1,229 $538K
Harrington Investments, INC 0.28% No change 1,229 $538K
Financial Insights, Inc. 0.20% Add +0.1% 1,226 $536K
Virtue Capital Management, LLC 0.10% Reduce -5.7% 1,224 $535K
First Financial Bank - Trust Division 0.05% Reduce -24.5% 1,222 $535K
Pioneer Trust Bank N A 0.14% No change 1,220 $534K
First Citizens Bank & Trust Co. 0.01% Add +0.2% 1,218 $533K
Partners Capital Investment Group, LLP 0.02% Add +14.4% 1,212 $530K
Nwam LLC 0.03% Reduce -12.8% 1,208 $529K
Signature Estate & Investment Advisors LLC 0.01% Add +3.0% 1,209 $529K
Inlet Private Wealth, LLC 0.13% Add +0.2% 1,206 $528K
Claro Advisors Inc. 0.09% Reduce -33.5% 1,203 $526K
Quotient Wealth Partners, LLC 0.02% Reduce -0.7% 1,201 $526K
Gryphon Financial Partners LLC 0.07% Add +20.0% 1,201 $525K
bLong Financial, LLC 0.41% No change 1,200 $525K
Paladin Advisory Group, LLC 0.40% No change 1,198 $524K
Asahi Life Asset Management Co., LTD. 0.31% New 1,195 $523K
Harbour Investments, Inc. 0.01% Add +5.8% 1,194 $522K
Crux Wealth Advisors 0.22% Reduce -44.2% 1,193 $522K
First City Capital Management, Inc. 0.30% Reduce -2.1% 1,189 $520K
Barnett & Company, Inc. 0.41% No change 1,180 $516K
Smartleaf Asset Management LLC 0.05% Reduce -32.3% 1,192 $515K
OneAscent Family Office, LLC 0.49% Add +31.0% 1,176 $514K
Old North State Trust, LLC 0.35% New 1,172 $513K
Fayez Sarofim & Co 0.00% Add +22.6% 1,167 $510K
George Kaiser Family Foundation 0.07% Add +48.9% 1,161 $508K
Prescott Group Capital Management, L.L.C. 0.06% Add +48.9% 1,161 $508K
StoneX Group Inc. 0.02% Reduce -4.2% 1,161 $508K
PDS Planning, Inc 0.04% Reduce -0.3% 1,159 $507K
Arcadia Wealth Management, LLC 0.22% Reduce -5.7% 1,158 $507K
Kercheville Advisors, LLC 0.17% Reduce -23.2% 1,156 $506K
Cerro Pacific Wealth Advisors LLC 0.14% Add +38.4% 1,153 $504K
Councilmark Asset Management, LLC 0.32% No change 1,150 $503K
Childress Capital Advisors, LLC 0.13% Add +4.9% 1,147 $502K
Axq Capital, LP 0.16% New 1,145 $501K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -73.6% 1,139 $498K
Lockerman Financial Group, Inc. 0.67% Reduce -0.2% 1,138 $498K
Radnor Capital Management, LLC 0.08% No change 1,131 $495K
Fidelis Capital Partners, LLC 0.04% Add +2.6% 1,158 $495K
Boston Trust Walden Corp 0.00% Reduce -0.3% 1,127 $493K
Washington Trust Advisors, Inc. 0.04% No change 1,119 $489K
Sterling Investment Counsel, LLC 0.29% Reduce -10.4% 1,117 $489K
Northside Capital Management, LLC 0.04% No change 1,115 $488K
Consolidated Portfolio Review Corp 0.07% Add +78.4% 1,115 $488K
Pettyjohn, Wood & White, Inc. 0.09% No change 1,114 $487K
Ballew Advisors, Inc 0.29% No change 1,112 $486K
Journey Strategic Wealth LLC 0.02% Add +45.2% 1,108 $485K
ICONIQ Capital, LLC 0.01% Add +25.8% 1,106 $484K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -27.6% 1,103 $483K
TFB Advisors LLC 0.13% Reduce -8.9% 1,102 $482K
German American Bancorp, Inc. 0.05% No change 1,100 $481K
Avior Wealth Management, LLC 0.02% Reduce -7.7% 1,088 $476K
Muirfield Wealth Advisors LLC 0.38% Add +0.3% 1,085 $474K
111 Capital 0.08% New 1,080 $472K
Stevens Capital Management LP 0.13% New 1,077 $471K
Advanced Portfolio Management, LLC 1.31% No change 1,074 $470K
Pure Financial Advisors, LLC 0.01% Add +34.9% 1,074 $470K
Sunbeam Capital Management, LLC 0.36% Add +0.3% 1,071 $469K
Balboa Wealth Partners 0.09% Add +22.0% 1,072 $469K
Means Investment Co., Inc. 0.04% Reduce -18.9% 1,071 $468K
Grey Ledge Advisors, LLC 0.11% Add +7.0% 1,068 $467K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -1.2% 1,067 $467K
Florida Trust Wealth Management Co 0.01% Add +12.1% 1,062 $465K
Oxford Asset Management LLP 0.15% New 1,058 $463K
Renasant Bank 0.31% Reduce -53.8% 1,054 $461K
First Citizens Financial Corp 0.25% Add +50.6% 1,053 $461K
Second Line Capital, LLC 0.11% Add +1.0% 1,052 $460K
Johnson Investment Counsel Inc. 0.00% Reduce -33.4% 1,051 $460K
Searle & Co. 0.13% No change 1,050 $459K
Headinvest, LLC 0.10% Reduce -6.2% 1,050 $459K
West Family Investments, Inc. 0.12% New 1,048 $458K
Certuity, LLC 0.04% Reduce -23.4% 1,044 $457K
Goepper Burkhardt LLC 0.17% No change 1,042 $456K
Norden Group LLC 0.05% Add +40.1% 1,034 $452K
Portside Wealth Group, LLC 0.07% Add +20.9% 1,024 $448K
Commonwealth Retirement Investments LLC 0.17% New 1,023 $447K
Brown Miller Wealth Management, LLC 0.14% Add +12.1% 1,021 $447K
Watershed Private Wealth LLC 0.16% Reduce -0.2% 1,021 $447K
Sage Private Wealth Group, LLC 0.29% Add +15.7% 1,020 $446K
Moneco Advisors, LLC 0.04% Add +2.9% 1,018 $445K
Sherbrooke Park Advisers LLC 0.19% Reduce -61.0% 1,015 $444K
Advisory Alpha, LLC 0.01% Add +27.8% 1,012 $443K
Modera Wealth Management, LLC 0.01% Add +10.8% 1,010 $442K
3Chopt Investment Partners, LLC 0.11% Reduce -6.8% 1,009 $441K
Apexium Financial, LP 0.02% Add +0.1% 1,009 $441K
Gilliland Jeter Wealth Management LLC 0.14% No change 1,008 $441K
Clarius Group, LLC 0.03% Reduce -32.0% 1,008 $441K
Stonebridge Financial Group, LLC 0.04% Reduce -3.0% 1,004 $439K
Advyzon Investment Management, LLC 0.10% New 1,003 $439K
Trust Point Inc. 0.04% Add +0.1% 1,002 $438K
LBMC Investment Advisors, LLC 0.03% No change 1,000 $437K
RBF Capital, LLC 0.02% No change 1,000 $437K
L2 Asset Management, LLC 0.07% Add +4.6% 999 $437K
Hancock Whitney Corp. 0.01% Add +2.0% 997 $436K
Boothbay Fund Management, LLC 0.01% Add +0.7% 996 $436K
Cynosure Group, LLC 0.05% No change 992 $434K
SevenBridge Financial Group, LLC 0.08% Reduce -10.0% 986 $433K
Parkside Financial Bank & Trust 0.05% Add +2.4% 988 $432K
Strategic Wealth Partners, Ltd. 0.03% — 988 $432K
Vista Investment Partners Ii, LLC 0.21% Add +5.0% 986 $431K
Peregrine Asset Advisers, Inc. 0.13% No change 986 $431K
Dakota Wealth Management 0.01% Add +5.4% 978 $428K
Institute for Wealth Management, LLC. 0.05% No change 976 $427K
Hall Laurie J Trustee 0.14% Reduce -18.8% 975 $426K
Tevis Investment Management 0.27% Add +16.1% 972 $425K
Kaufman Rossin Wealth, LLC 0.27% Reduce -0.4% 970 $424K
Bridgefront Capital, LLC 0.11% New 969 $424K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.4% 964 $422K
West Paces Advisors Inc. 0.09% No change 961 $420K
Mach-1 Financial Group, LLC 0.12% Reduce -75.0% 957 $419K
Baker Tilly Wealth Management, LLC 0.15% Reduce -0.3% 955 $418K
Wealth Management Associates, Inc. 0.16% No change 952 $416K
Sterneck Capital Management, LLC 0.21% Reduce -9.9% 941 $412K
Mather Group, Llc. 0.00% Reduce -13.6% 941 $412K
Voya Financial Advisors, Inc. 0.04% Reduce -4.2% 951 $411K
Blalock Williams, LLC 0.41% Add +5.8% 937 $410K
Asset Allocation Strategies LLC 0.09% No change 937 $410K
Washington Trust Bank 0.03% Reduce -37.6% 936 $409K
Principle Wealth Partners LLC 0.03% New 936 $409K
Sky Investment Group LLC 0.07% No change 935 $409K
ZWJ Investment Counsel Inc. 0.02% Reduce -12.1% 934 $409K
Douglas Lane & Associates, LLC 0.01% Add +1.5% 924 $404K
Teza Capital Management LLC 0.30% Add +20.0% 923 $404K
Proficio Capital Partners LLC 0.03% Add +28.1% 921 $403K
D.B. Root & Company, LLC 0.12% Reduce -26.9% 919 $402K
One Plus One Wealth Management, LLC 0.22% No change 915 $400K
SeaBridge Investment Advisors LLC 0.07% No change 910 $398K
Liberty Wealth Management LLC 0.06% Add +0.1% 908 $397K
Great Valley Advisor Group, Inc. 0.01% No change 902 $395K
Alliance Wealth Advisors, LLC 0.21% No change 900 $394K
Quantum Private Wealth, LLC 0.13% No change 900 $394K
J. W. Coons Advisors, LLC 0.09% No change 900 $394K
Collective Family Office LLC 0.10% Reduce -3.1% 897 $392K
Earned Wealth Advisors, LLC 0.08% Reduce -16.6% 896 $392K
Bingham Private Wealth, LLC 0.37% Reduce -5.2% 895 $391K
Virtus Advisers, LLC 0.24% No change 895 $391K
Everpar Advisors LLC 0.18% Add +14.7% 895 $391K
Triangle Securities Wealth Management 0.10% No change 895 $391K
Wilkins Investment Counsel Inc. 0.06% No change 893 $391K
Clarendon Private LLC 0.37% Add +40.7% 889 $389K
Sound View Wealth Advisors Group, LLC 0.03% Add +20.2% 888 $388K
Cornerstone Wealth Management, LLC 0.02% No change 886 $388K
Quent Capital, LLC 0.04% Add +2.2% 879 $384K
RFG Advisory, LLC 0.01% Add +16.2% 876 $383K
Prelude Capital Management, LLC 0.04% Add +16.8% 875 $383K
Court Place Advisors, LLC 0.12% No change 873 $382K
tru Independence LLC 0.11% Add +0.1% 868 $380K
Baldwin Wealth Partners LLC 0.03% No change 866 $379K
CreativeOne Wealth, LLC 0.01% Reduce -6.2% 858 $375K
Private Trust Co. NA 0.04% Reduce -9.0% 857 $375K
Guardian Wealth Advisors, LLC / NC 0.03% New 855 $374K
BSW Wealth Partners 0.05% Add +18.1% 854 $374K
Verity & Verity, LLC 0.03% No change 849 $371K
Addison Advisors LLC 0.09% Reduce -0.6% 846 $370K
Busey Bank 0.01% Reduce -7.9% 846 $370K
Lyell Wealth Management, LP 0.03% No change 843 $369K
Mechanics Bank Trust Department 0.05% Add +0.4% 843 $369K
Bellecapital International Ltd. 0.07% No change 839 $367K
SilverOak Wealth Management LLC 0.07% No change 834 $365K
CVA Family Office, LLC 0.05% Reduce -3.1% 833 $364K
Tribridge Partners Financial LLC 0.21% — 833 $364K
Independent Financial Group, LLC 0.01% Add +5.5% 832 $364K
United Advisor Group, LLC 0.06% New 831 $363K
Versant Capital Management, Inc 0.06% Reduce -10.2% 830 $363K
Hazlett, Burt & Watson, Inc. 0.15% No change 830 $363K
AdvisorNet Financial, Inc 0.02% Add +0.2% 820 $359K
Park Square Financial Group, LLC 0.26% No change 816 $357K
Tobias Financial Advisors, Inc. 0.06% No change 816 $357K
Parr McKnight Wealth Management Group, LLC 0.05% Reduce -4.2% 814 $356K
Nordwand Advisors, LLC 0.06% New 814 $356K
Cary Street Partners Investment Advisory LLC 0.17% Add +18.0% 812 $355K
Financial Management Professionals, Inc. 0.04% Reduce -0.4% 806 $353K
Capital Advisors Wealth Management, LLC 0.06% No change 805 $352K
SPC Financial, Inc. 0.03% No change 804 $352K
Polymer Capital Management (HK) LTD 0.05% New 800 $350K
Fractal Investments LLC 0.05% No change 800 $350K
Impact Investors, Inc 0.25% Reduce -0.8% 797 $349K
Keyes, Stange & Wooten Wealth Management, LLC 0.18% Reduce -8.5% 788 $345K
Cim, LLC 0.05% No change 785 $343K
North Capital, Inc. 0.29% No change 781 $342K
R Squared Ltd 0.19% Add +5.5% 781 $342K
Noble Family Wealth, LLC 0.08% No change 780 $341K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.6% 780 $341K
Compass Capital Corp. /Ma/ 0.16% Reduce -4.6% 785 $336K
Bank of Marin 0.25% No change 767 $335K
Scissortail Wealth Management, LLC 0.08% No change 767 $335K
Abacus Planning Group, Inc. 0.05% Add +20.2% 767 $335K
Scott Marsh Financial, LLC 0.12% — 766 $335K
Stock Yards Bank & Trust Co. 0.01% Add +0.4% 766 $335K
Centaurus Financial, Inc. 0.02% Add +6.6% 762 $333K
Buska Wealth Management, LLC 0.09% No change 761 $333K
YHB Investment Advisors, Inc. 0.03% No change 760 $332K
Maple Capital Management, Inc. 0.02% Reduce -0.8% 756 $331K
Old Port Advisors 0.09% Add +3.7% 754 $330K
Tactive Advisors, LLC 0.11% — 750 $328K
Inscription Capital, LLC 0.05% Add +10.9% 750 $328K
Smith & Howard Wealth Management, LLC 0.08% No change 750 $328K
Capital Investment Advisors, LLC 0.01% Reduce -5.6% 748 $327K
Segment Wealth Management, LLC 0.02% No change 747 $327K
Belpointe Asset Management LLC 0.01% No change 743 $325K
Advisor OS, LLC 0.03% Add +1.6% 741 $324K
Stonebridge Capital Advisors LLC 0.02% No change 741 $324K
Essential Planning, LLC. 0.12% No change 738 $323K
MBB Public Markets I LLC 0.04% Reduce -18.5% 738 $323K
Magnetar Financial LLC 0.00% New 736 $322K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -2.9% 733 $321K
Everett Harris & Co. 0.00% Reduce -2.4% 732 $320K
PFG Private Wealth Management, LLC 0.16% Add +3.9% 728 $318K
Horizon Family Wealth, Inc. 0.19% Add +0.3% 727 $318K
Moss Adams Wealth Advisors LLC 0.03% New 726 $318K
FourThought Financial Partners, LLC 0.03% No change 725 $317K
WASHINGTON TRUST Co 0.01% No change 725 $317K
UNIVEST FINANCIAL Corp 0.02% No change 720 $315K
Summit Wealth & Retirement Planning, Inc. 0.08% New 719 $314K
Garde Capital, Inc. 0.02% Reduce -6.0% 717 $314K
EPG Wealth Management LLC 0.09% Add +2.0% 716 $313K
Simmons Bank 0.02% No change 714 $312K
Resonant Capital Advisors, LLC 0.02% New 712 $311K
Heritage Financial Services, LLC 0.03% Add +4.7% 710 $311K
Carr Financial Group Corp 0.09% Add +0.3% 708 $310K
Bell Bank 0.01% No change 708 $310K
Cottonwood Capital Advisors, LLC 0.21% Add +4.1% 704 $308K
Compass Wealth Management LLC 0.07% No change 700 $306K
Atwood & Palmer Inc. 0.02% No change 700 $306K
Avantra Family Wealth, Inc. 0.25% New 699 $306K
Ninety One SA (Pty) Ltd 0.05% Reduce -45.9% 702 $305K
HCR Wealth Advisors 0.04% No change 697 $305K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -0.8% 696 $304K
Philip James Wealth Mangement, LLC 0.04% Add +0.4% 694 $304K
Pembroke Management, LTD 0.04% New 694 $304K
Shufro Rose & Co. LLC 0.02% No change 900 $303K
MJP Associates Inc. 0.04% Add +1.6% 690 $302K
Retireful, LLC 0.21% New 690 $302K
Purkiss Capital Advisors LLC 0.17% Add +4.2% 688 $301K
Four Tree Island Advisory LLC 0.21% No change 687 $301K
Ifrah Financial Services, Inc. 0.08% Reduce -0.7% 686 $300K
Main Street Financial Solutions, LLC 0.02% Add +0.4% 685 $300K
Bridgewater Advisors Inc. 0.02% Add +7.7% 646 $298K
Human Investing LLC 0.05% No change 682 $298K
Sentry Investment Management LLC 0.16% No change 694 $296K
Wealth Preservation Advisors, LLC 0.18% No change 676 $296K
KMG Fiduciary Partners, LLC 0.02% No change 673 $294K
First National Corp. /Ma/ 0.06% No change 672 $294K
Counterpoint Mutual Funds LLC 0.03% Reduce -43.0% 672 $294K
Marathon Strategic Advisors, LLC 0.27% No change 671 $294K
LaSalle St. Investment Advisors, LLC 0.08% Add +2.0% 670 $293K
TRUE Private Wealth Advisors 0.03% Add +0.8% 666 $291K
American Institute for Advanced Investment Management, LLP 0.21% No change 665 $291K
First Foundation Advisors 0.01% No change 665 $291K
First National Bank of Omaha 0.02% No change 665 $291K
MUFG Securities EMEA plc 0.01% New 661 $289K
LWM Advisory Services, LLC 0.20% Reduce -23.3% 660 $289K
American Trust 0.03% New 660 $289K
Picton Mahoney Asset Management 0.00% No change 660 $288K
Five Oceans Advisors 0.12% Add +0.9% 658 $288K
L.M. Kohn & Company 0.08% Reduce -7.6% 655 $287K
Cromwell Holdings LLC 0.17% No change 651 $285K
Pinkerton Wealth, LLC 0.03% Reduce -0.1% 650 $284K
Smithfield Trust Co 0.01% No change 640 $283K
Optimize Financial Inc. 0.17% Reduce -0.6% 641 $280K
Gateway Investment Advisers LLC 0.00% Reduce -11.9% 641 $280K
MTM Financial Group, LLC 0.15% No change 640 $280K
Quantum Financial Advisors, LLC 0.04% Reduce -16.0% 637 $279K
Vest Financial, LLC 0.00% New 637 $279K
Allegiance Financial Group Advisory Services LLC 0.07% Reduce -0.2% 636 $278K
Athena Investment Management 0.15% Reduce -0.2% 633 $277K
Plancorp, LLC 0.01% Reduce -4.1% 633 $277K
Archer Investment Corp 0.07% Add +1608.1% 632 $277K
Millstone Evans Group, LLC 0.19% Reduce -1.1% 632 $276K
Joel Isaacson & Co., LLC 0.01% Add +1.8% 631 $276K
Schonfeld Strategic Advisors LLC 0.00% Reduce -86.8% 630 $276K
Legacy Investment Solutions, LLC 0.15% — 628 $275K
Legacy Wealth Managment, LLC 0.15% No change 628 $275K
Crew Capital Management, Ltd 0.20% No change 628 $275K
Soltis Investment Advisors LLC 0.02% New 624 $273K
Genesee Capital Advisors, LLC 0.12% No change 621 $272K
Cove Private Wealth, LLC 0.10% New 621 $272K
Procyon Advisors, LLC 0.03% Reduce -52.3% 620 $271K
Olympiad Research LP 0.44% Reduce -14.9% 620 $271K
Bayforest Capital Ltd 0.12% Add +137.2% 619 $271K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -28.6% 618 $270K
Oarsman Capital, Inc. 0.04% New 617 $270K
Unique Wealth, LLC 0.04% New 616 $269K
Formidable Asset Management, LLC 0.04% No change 798 $269K
Meridian Financial Partners LLC 0.13% No change 609 $266K
Hibernia Wealth Partners, LLC 0.10% New 607 $266K
Alpha Family Trust 0.13% No change 605 $265K
Cornerstone Wealth Group, LLC 0.02% New 602 $263K
Thomasville National Bank 0.02% No change 602 $263K
PharVision Advisers, LLC 0.38% Reduce -38.6% 601 $263K
Duncker Streett & Co. Inc. 0.05% No change 600 $262K
Hudock, Inc. 0.04% No change 600 $262K
Tradition Wealth Management, LLC 0.02% Add +0.2% 600 $262K
Hemenway Trust Co LLC 0.02% No change 600 $262K
JARISLOWSKY, FRASER Ltd 0.00% No change 600 $262K
Perbak Capital Partners LLP 0.06% New 599 $262K
Berkeley Capital Partners, LLC 0.07% New 598 $262K
AlTi Global, Inc. 0.01% New 598 $261K
Eastern Bank 0.01% Reduce -21.6% 597 $261K
Certified Advisory Corp 0.03% No change 596 $261K
CYBER HORNET ETFs LLC 0.19% Reduce -0.3% 595 $260K
Bridgewater Associates 0.00% Reduce -70.8% 592 $259K
Saxony Capital Management, LLC 0.20% New 590 $258K
Meadow Creek Wealth Advisors LLC 0.17% New 590 $258K
Rockland Trust Co. 0.01% Reduce -27.2% 589 $258K
Great Waters Wealth Management 0.03% New 587 $257K
Blue Chip Partners, LLC 0.02% New 586 $256K
Flynn Zito Capital Management, LLC 0.11% New 582 $255K
Wendell David Associates Inc. 0.03% Reduce -5.7% 581 $254K
Roman Butler Fullerton & Co. 0.07% Reduce -15.8% 537 $254K
World Equity Group, Inc. 0.07% Reduce -4.5% 579 $253K
Koshinski Asset Management, Inc. 0.02% New 579 $253K
Kooman & Associates 0.09% New 579 $253K
GTS Securities LLC 0.01% New 579 $253K
Waddell & Associates, LLC 0.03% New 577 $252K
Equitable Trust Co. 0.01% New 575 $252K
Intrepid Capital Management Inc. 0.13% New 571 $250K
Heritage Wealth Management, Inc. 0.08% Reduce -7.3% 570 $249K
Falcon Wealth Planning 0.03% New 570 $249K
Foster & Motley Inc. 0.01% Reduce -7.0% 570 $249K
E Fund Management Co., Ltd. 0.01% New 565 $247K
Fortress Financial Group, LLC 0.21% New 564 $247K
Rwa Wealth Partners, LLC 0.00% New 564 $247K
Meridian Wealth Management, LLC 0.01% Reduce -10.8% 563 $246K
Naples Global Advisors, LLC 0.02% New 562 $246K
North Star Investment Management Corp. 0.02% No change 560 $245K
Carson Advisory Inc. 0.16% New 559 $245K
Heartwood Wealth Advisors LLC 0.03% New 558 $244K
Ingalls & Snyder LLC 0.01% New 558 $244K
Braun-Bostich & Associates Inc. 0.17% New 557 $244K
Intrust Bank NA 0.02% Reduce -7.6% 557 $244K
1248 Management, LLC 0.09% No change 553 $242K
Genesis Private Wealth, LLC 0.11% New 551 $241K
LVM Capital Management Ltd. 0.03% New 550 $241K
McKinley Carter Wealth Services, Inc. 0.01% New 550 $241K
Van Cleef Asset Management,Inc 0.03% New 545 $238K
TABR Capital Management, LLC 0.20% New 544 $238K
21 West Wealth Management LLC 0.24% — 543 $238K
Agp Franklin, LLC 0.13% New 542 $237K
LGL Partners, LLC 0.10% New 551 $236K
First National Advisers, LLC 0.03% New 537 $235K
Capital Insight Partners, LLC 0.04% New 536 $234K
Independent Wealth Network Inc. 0.09% New 535 $234K
Forum Private Client Group LLC 0.09% New 534 $234K
Northwest Wealth Management, LLC 0.04% New 532 $233K
Westwood Holdings Group Inc. 0.00% New 529 $231K
Horizon Investment Services, LLC 0.10% New 527 $231K
TPG Financial Advisors, LLC 0.09% New 525 $230K
ShankerValleau Wealth Advisors, Inc. 0.07% New 525 $230K
Logan Capital Management Inc. 0.01% No change 523 $229K
Woodmont Investment Counsel LLC 0.02% New 523 $229K
Acorn Wealth Advisors, LLC 0.08% New 522 $228K
May Hill Capital, LLC 0.07% New 519 $227K
Schnieders Capital Management LLC 0.04% New 519 $227K
Quarry LP 0.05% Add +3.8% 515 $225K
Cottage Street Advisors LLC 0.12% New 511 $224K
Hudson Capital Management LLC 0.07% New 508 $222K
Gladwyn Financial Advisors, Inc. 0.17% — 507 $222K
Ackerman Capital Advisors, LLC 0.05% New 507 $222K
Ibex Wealth Advisors 0.02% New 506 $221K
Sovran Advisors, LLC 0.02% New 518 $221K
Tritonpoint Wealth, LLC 0.02% New 505 $221K
Private Wealth Partners, LLC 0.02% Reduce -22.9% 505 $221K
Klingman & Associates, LLC 0.01% New 503 $220K
Orrstown Financial Services Inc. 0.05% New 503 $220K
Pacifica Partners Inc. 0.09% No change 507 $219K
Aurora Private Wealth, Inc. 0.16% New 500 $219K
Prairie Wealth Advisors, Inc. 0.09% New 500 $219K
Pekin Hardy Strauss, Inc. 0.03% New 500 $219K
MCF Advisors LLC 0.01% No change 500 $219K
Goelzer Investment Management, Inc. 0.01% New 500 $219K
Kathmere Capital Management, LLC 0.02% Reduce -28.4% 498 $218K
Wealthstar Advisors, LLC 0.08% New 498 $218K
Clifford Group, LLC 0.18% New 497 $217K
CoreCap Advisors, LLC 0.01% Reduce -4.6% 497 $217K
Baker Avenue Asset Management, LP 0.01% New 497 $217K
Ewa, LLC 0.07% New 495 $217K
Aft, Forsyth & Company, Inc. 0.11% New 495 $217K
Victory Financial Group, LLC 0.03% New 495 $217K
Wedge Capital Management L L P 0.00% New 493 $216K
Blue Barn Wealth, LLC 0.10% New 491 $215K
Prosperity Wealth Management, Inc. 0.08% New 491 $215K
Jacobsen Capital Management 0.08% New 491 $215K
ELCO Management Co., LLC 0.11% New 490 $214K
Avidian Wealth Enterprises, LLC 0.01% New 486 $213K
Rothschild Investment LLC 0.01% Reduce -1.2% 486 $213K
Allstate Corp. 0.02% Reduce -94.4% 485 $212K
SteelPeak Wealth, LLC 0.01% New 484 $212K
Great Diamond Partners, LLC 0.04% New 484 $212K
Calydon Capital 0.02% New 484 $212K
IMPACTfolio, LLC 0.10% New 483 $211K
TCI Wealth Advisors, Inc. 0.01% New 482 $211K
Sargent Investment Group, LLC 0.03% New 492 $210K
Oregon Pacific Wealth Management, LLC 0.20% New 480 $210K
Newman Dignan & Sheerar, Inc. 0.05% New 475 $208K
Gibbs Wealth Management 0.04% New 473 $207K
Revolve Wealth Partners, LLC 0.03% New 472 $206K
Freestone Capital Holdings, LLC 0.01% New 471 $206K
Atticus Wealth Management, LLC 0.06% New 468 $205K
Westover Capital Advisors, LLC 0.04% New 468 $205K
Smith, Moore & Co. 0.02% New 468 $205K
BCM Advisors, LLC 0.04% New 434 $204K
Lincoln Capital Corp. 0.08% New 467 $204K
Baker Boyer National Bank 0.07% New 466 $204K
Angeles Wealth Management, LLC 0.01% New 465 $203K
waypoint wealth counsel 0.10% New 465 $203K
South Street Advisors LLC 0.03% New 465 $203K
Red Door Wealth Management, LLC 0.02% New 463 $203K
Longboard Asset Management, LP 0.50% New 461 $202K
Hoxton Planning & Management, LLC 0.07% New 461 $202K
Long Run Wealth Advisors, LLC 0.04% New 459 $201K
HUB Investment Partners, LLC 0.01% Add +94.5% 457 $200K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $198K
Arlington Trust Co LLC 0.04% No change 443 $194K
Ameritas Advisory Services, LLC 0.01% Reduce -67.5% 441 $193K
Atlas Capital Advisors Inc. 0.02% Reduce -3.7% 441 $193K
Gitterman Wealth Management, LLC 0.04% New 437 $191K
GoalVest Advisory LLC 0.05% Add +147.1% 430 $188K
Westpac Banking Corp. 0.01% Add +42.0% 416 $182K
Bangor Savings Bank 0.02% No change 400 $175K
Hemington Wealth Management 0.03% Add +4.5% 399 $174K
Global Wealth Strategies & Associates 0.05% Reduce -1.0% 395 $173K
Gables Capital Management Inc. 0.08% Reduce -16.1% 391 $171K
Fullerton Fund Management Co Ltd. 0.01% Reduce -46.5% 385 $168K
Bartlett & Co. Wealth Management LLC 0.00% Add +193.1% 381 $167K
Tortoise Investment Management, LLC 0.02% Add +3.0% 377 $165K
Rossby Financial, LCC 0.06% No change 359 $157K
GW&K Investment Management, LLC 0.00% Add +1.4% 357 $156K
City State Bank 0.05% No change 346 $151K
Evergreen Private Wealth LLC 0.06% Reduce -24.9% 331 $145K
First Command Advisory Services, Inc. 0.00% No change 326 $143K
DiNuzzo Private Wealth, Inc. 0.02% No change 324 $142K
SouthState Bank Corp 0.01% Reduce -9.3% 323 $141K
Ridgewood Investments LLC 0.06% No change 321 $140K
Anchor Investment Management, LLC 0.01% No change 318 $139K
GHP Investment Advisors, Inc. 0.01% No change 305 $133K
First United Bank & Trust 0.05% No change 299 $131K
Cape Investment Advisory, Inc. 0.05% Add +0.7% 289 $126K
American National Bank & Trust 0.01% Add +8.8% 285 $125K
Harbor Investment Advisory, LLC 0.01% Reduce -6.0% 284 $124K
TFC Financial Management, Inc. 0.02% No change 277 $121K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +34.1% 275 $120K
Plante Moran Financial Advisors, LLC 0.01% No change 270 $118K
Iron Horse Wealth Management, LLC 0.03% No change 266 $116K
LRI Investments, LLC 0.01% Add +0.0% 40,285 $115K
Hopwood Financial Services, Inc. 0.09% No change 259 $113K
Asset Dedication, LLC 0.01% Reduce -1.9% 263 $111K
Motco 0.01% Reduce -4.7% 242 $106K
Pingora Partners LLC 0.08% Reduce -16.4% 230 $101K
Field & Main Bank 0.03% New 228 $100K
Sound Income Strategies, LLC 0.01% Reduce -74.2% 228 $100K
Financial Perspectives, Inc 0.03% No change 225 $98K
Abound Wealth Management 0.03% Add +725.9% 223 $97K
Riggs Asset Managment Co. Inc. 0.02% Add +11.0% 222 $97K
Foster Dykema Cabot & Partners, LLC 0.01% New 216 $94K
PFS Partners, LLC 0.05% Add +10.8% 206 $90K
Covestor Ltd 0.05% Reduce -17.0% 200 $88K
Karani Asset Management LLC 0.08% Reduce -33.3% 200 $87K
Financially Speaking Inc 0.06% No change 200 $87K
Vermillion & White Wealth Management Group, LLC 0.06% Reduce -42.9% 200 $87K
Avondale Wealth Management 0.05% No change 200 $87K
Crews Bank & Trust 0.01% No change 200 $87K
Peoples Financial Services Corp. 0.04% No change 200 $87K
Lanark Financial, Inc. 0.01% Add +69.5% 200 $87K
Twin Peaks Wealth Advisors, LLC 0.03% New 197 $86K
Capital Analysts, LLC 0.00% Add +0.5% 198 $86K
MV Capital Management, Inc. 0.01% Add +1.0% 196 $86K
Rosenberg Matthew Hamilton 0.02% No change 192 $84K
Rise Advisors, LLC 0.03% Add +3.9% 187 $82K
Toth Financial Advisory Corp. 0.01% New 186 $81K
Capital Advisors, Ltd. LLC 0.01% Reduce -24.4% 186 $81K
WPG Advisers, LLC 0.07% Reduce -8.9% 184 $80K
Pinnacle Bancorp, Inc. 0.02% Add +67.3% 184 $80K
Farmers & Merchants Investments Inc. 0.00% No change 183 $80K
Sierra Ocean, LLC 0.06% Add +6.4% 182 $80K
General Partner, Inc. 0.05% No change 182 $80K
Walleye Capital LLC 0.00% Reduce -99.7% 182 $80K
Aventura Private Wealth, LLC 0.03% Reduce -10.4% 180 $79K
Sunbelt Securities, Inc. 0.01% Reduce -0.9% 213 $79K
Indiana Trust & Investment Management Co 0.03% No change 179 $78K
ORG Partners LLC 0.02% Add +173.8% 178 $77K
Trust Co. of Vermont 0.00% Add +25.4% 173 $76K
Bell Investment Advisors, Inc 0.01% Add +5.6% 171 $75K
Knuff & Co LLC 0.02% No change 167 $73K
HHM Wealth Advisors, LLC 0.01% No change 165 $72K
Medallion Wealth Advisors, LLC 0.03% No change 160 $70K
Community Bank, N.A. 0.01% No change 158 $69K
Cornerstone Planning Group LLC 0.01% Add +351.4% 158 $68K
Salomon & Ludwin, LLC 0.01% No change 156 $68K
Pinney & Scofield, Inc. 0.04% No change 150 $66K
Summit Securities Group LLC 0.02% New 150 $66K
Centricity Wealth Management, LLC 0.05% No change 149 $65K
JFS Wealth Advisors, LLC 0.00% Add +2.2% 141 $62K
Westside Investment Management, Inc. 0.01% Add +222.7% 142 $62K
JNBA Financial Advisors 0.01% No change 140 $61K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.5% 139 $61K
Bollard Group LLC 0.00% No change 137 $60K
Old Second National Bank of Aurora 0.01% No change 135 $59K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 135 $59K
NewSquare Capital LLC 0.00% Add +94.1% 132 $58K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -7.4% 125 $55K
McIlrath & Eck, LLC 0.01% Reduce -54.5% 125 $55K
Fortitude Family Office, LLC 0.02% Add +2.5% 124 $54K
Private Wealth Asset Management, LLC 0.01% Add +17.0% 124 $54K
BankPlus Trust Department 0.02% No change 123 $54K
AdvisorShares Investments LLC 0.01% Reduce -90.0% 123 $54K
Godsey & Gibb, Inc. 0.00% No change 120 $52K
Barrett & Company, Inc. 0.02% No change 120 $52K
DHJJ Financial Advisors, Ltd. 0.02% No change 115 $50K
GPS Wealth Strategies Group, LLC 0.01% Reduce -34.7% 115 $50K
Dagco, Inc. 0.01% No change 110 $48K
Delta Asset Management LLC 0.00% No change 103 $45K
Flagship Wealth Advisors, LLC 0.02% No change 100 $44K
Pittenger & Anderson Inc. 0.00% No change 100 $44K
Piscataqua Savings Bank 0.04% No change 100 $44K
Golden State Wealth Management, LLC 0.01% Reduce -2.9% 99 $43K
Tradewinds Capital Management, LLC 0.01% No change 95 $42K
Opal Wealth Advisors, LLC 0.01% No change 93 $41K
Clean Yield Group 0.01% Reduce -1.1% 92 $40K
DT Investment Partners, LLC 0.00% No change 92 $40K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +43.9% 82 $36K
Essex Investment Management Co. LLC 0.01% Reduce -46.0% 81 $35K
Glen Eagle Advisors, LLC 0.01% Reduce -36.5% 80 $35K
Maryland Capital Advisors Inc. 0.01% No change 80 $35K
True Wealth Design, LLC 0.01% Add +27.9% 78 $34K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -98.9% 76 $33K
Sachetta, LLC 0.01% Add +10.4% 74 $32K
Highline Wealth Partners LLC 0.01% Add +12.1% 74 $32K
Ascentis Wealth Management, LLC 0.01% Reduce -80.4% 72 $31K
Hantz Financial Services, Inc. 0.00% Add +1016.7% 67 $29K
Bogart Wealth, LLC 0.00% Reduce -30.1% 65 $28K
Ameriflex Group, Inc. 0.01% New 66 $28K
Icon Advisers Inc. 0.01% New 60 $26K
TCTC Holdings, LLC 0.00% No change 58 $25K
Coastline Trust Co 0.00% No change 57 $25K
Solstein Capital, LLC 0.01% New 56 $24K
Raffa Wealth Management, LLC 0.00% No change 56 $24K
WFA Asset Management Corp 0.01% No change 74 $24K
Private Wealth Management Group, LLC 0.01% No change 55 $24K
Avion Wealth 0.01% Add +30.2% 56 $24K
Red Tortoise LLC 0.01% No change 54 $24K
Creative Capital Management Investments LLC 0.01% No change 51 $22K
Prestige Wealth Management Group LLC 0.00% Add +2.0% 50 $22K
Barnes Dennig Private Wealth Management LLC 0.03% Add +433.3% 48 $21K
Whipplewood Advisors, LLC 0.01% Reduce -9.4% 48 $21K
Howard Hughes Medical Institute 0.01% New 48 $21K
NFSG Corp 0.00% Reduce -98.3% 47 $21K
1620 Investment Advisors, Inc. 0.01% Reduce -13.2% 46 $20K
Activest Wealth Management 0.00% Reduce -31.3% 46 $20K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -20.7% 46 $20K
Princeton Global Asset Management LLC 0.00% New 43 $19K
Creative Financial Designs Inc. 0.00% Add +46.4% 41 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 41 $18K
Hughes Financial Services, LLC 0.00% Add +20.6% 41 $18K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 38 $17K
Olistico Wealth, LLC 0.01% No change 37 $16K
Albion Financial Group 0.00% No change 35 $15K
Eukles Asset Management 0.01% No change 35 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 34 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 34 $15K
Aspect Partners, LLC 0.01% No change 34 $15K
Park Place Capital Corp 0.00% Reduce -96.3% 34 $15K
Coston, McIsaac & Partners 0.00% No change 33 $14K
United Community Bank 0.00% Add +39.1% 32 $14K
Citizens National Bank Trust Department 0.00% No change 32 $14K
Financial Network Wealth Advisors LLC 0.02% No change 31 $14K
Armstrong Advisory Group, Inc. 0.00% New 31 $14K
IMG Wealth Management, Inc. 0.01% New 30 $13K
Horizon Financial Services, LLC 0.01% New 30 $13K
TD Capital Management LLC 0.00% Add +75.0% 28 $12K
Binnacle Investments Inc 0.01% Add +75.0% 28 $12K
Dunhill Financial, LLC 0.00% Reduce -56.5% 27 $12K
Access Investment Management LLC 0.00% — 26 $11K
Caldwell Sutter Capital, Inc. 0.01% No change 25 $11K
Costello Asset Management, INC 0.00% No change 25 $11K
Hollencrest Capital Management 0.00% No change 22 $10K
Cedar Wealth Management, LLC 0.00% No change 21 $9K
Bellwether Advisors, LLC 0.00% New 21 $9K
Physician Wealth Advisors, Inc. 0.00% Add +75.0% 21 $9K
Redmont Wealth Advisors LLC 0.01% New 20 $9K
GFG Capital, LLC 0.00% New 20 $9K
Bare Financial Services, Inc 0.00% Add +171.4% 19 $8K
Transce3nd, LLC 0.00% No change 17 $7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $7K
Tsfg, LLC 0.00% No change 15 $7K
Kilter Group LLC 0.00% New 16 $7K
Dogwood Wealth Management LLC 0.00% Add +6.7% 16 $7K
LGT Financial Advisors LLC 0.02% Add +66.7% 15 $7K
Graney & King, LLC 0.00% No change 14 $6K
Principia Wealth Advisory, LLC 0.01% Reduce -36.4% 14 $6K
Westend Capital Management, LLC 0.00% No change 14 $6K
Operose Advisors LLC 0.00% No change 14 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -35.0% 13 $6K
Orion Capital Management LLC 0.00% No change 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
Brown, Lisle/Cummings, Inc. 0.00% Add +8.3% 13 $6K
VSM Wealth Advisory, LLC 0.00% New 12 $5K
Key Financial Inc 0.00% No change 12 $5K
Country Trust Bank 0.00% No change 12 $5K
Fairscale Capital, LLC 0.00% New 11 $5K
Broadwater Capital Management LLC 0.00% Add +43645.4% 4,812 $5K
Oliver Lagore Vanvalin Investment Group 0.00% — 14 $5K
Reyes Financial Architecture, Inc. 0.00% Reduce -98.3% 10 $4K
Webster Bank, N. A. 0.00% New 10 $4K
Altshuler Shaham Ltd 0.00% Reduce -9.1% 10 $4K
Parkworth Wealth Management, Inc. 0.00% Add +125.0% 9 $4K
Valued Wealth Advisors LLC 0.00% No change 9 $4K
Beaird Harris Wealth Management, LLC 0.00% Add +125.0% 9 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +125.0% 9 $4K
Retirement Wealth Solutions LLC 0.00% No change 8 $4K
S&T Bank 0.00% New 8 $4K
Core Alternative Capital 0.00% No change 8 $3K
Total Investment Management Inc. 0.00% New 8 $3K
Ancora Advisors LLC 0.00% Add +700.0% 8 $3K
WealthTrak Capital Management LLC 0.00% Add +16.7% 7 $3K
2UniFi Bank 0.00% Reduce -88.1% 7 $3K
Rakuten Securities, Inc. 0.00% Add +16.7% 7 $3K
Rialto Wealth Management, LLC 0.00% Add +600.0% 7 $3K
SOA Wealth Advisors, LLC. 0.00% Reduce -77.4% 7 $3K
SJS Investment Consulting Inc. 0.00% Reduce -56.3% 7 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 7 $3K
Nova Wealth Management, Inc. 0.00% New 7 $3K
American Capital Advisory, LLC 0.00% Add +100.0% 6 $3K
PMV Capital Advisers, LLC 0.01% New 6 $3K
HighMark Wealth Management LLC 0.00% No change 6 $3K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Quaker Wealth Management, LLC 0.00% — 5 $2K
Stephens Consulting, LLC 0.00% New 5 $2K
Kennebec Savings Bank 0.00% No change 5 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 5 $2K
Painted Porch Advisors LLC 0.00% No change 5 $2K
HFM Investment Advisors, LLC 0.00% Add +300.0% 4 $2K
PEAK6 LLC 0.00% Reduce -99.0% 2 $1K
Centerpoint Advisors, LLC 0.00% New 2 $1K
Redwood Park Advisors LLC 0.00% No change 2 $875
IMA Advisory Services, Inc. 0.00% New 2 $875
Chilton Capital Management LLC 0.00% New 2 $875
DecisionPoint Financial, LLC 0.00% New 2 $869
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $437
Transamerica Financial Advisors, LLC 0.00% Reduce -66.7% 1 $234
Wood Tarver Financial Group, LLC 0.00% No change 2 $0

"% of holder's portfolio" is TT's weight in each manager's 13F, not the share of Trane Technologies PLC the manager owns.