Trane TechnologiesTT

13F holders, Q3 2025 (September 30)
1,627holders −18
114new positions
123sold out
11famous investors
$421.63avg. 13F price*

At the end of Q3 2025, 1,627 institutions reported holding Trane Technologies PLC (TT) in their 13F filings, down 18 from Q2 2025. 114 opened new positions and 123 sold out. The largest holders were BlackRock, Inc. ($9.6B), Vanguard Group Inc. ($8.4B) and JPMorgan Chase & Co. ($6.6B). 11 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions114$467.3M
Exits123$571.9M

All 13F filers, Q2 2025 → Q3 2025: 8,159,060 shares bought and 10,826,310 shares sold, net −2,667,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,627 holders

BlackRock, Inc. 0.17% Add +1.2% 22,687,591 $9.6B
Vanguard Group Inc. 0.13% Add +0.2% 19,828,051 $8.4B
JPMorgan Chase & Co. 0.42% Add +10.2% 15,525,010 $6.6B
FMR LLC 0.25% Add +11.7% 11,414,997 $4.8B
State Street Corp. 0.15% Reduce -0.3% 10,051,730 $4.2B
Morgan Stanley 0.13% Add +1.8% 5,092,252 $2.1B
Geode Capital Management, LLC 0.14% Add +1.7% 5,056,893 $2.1B
Ameriprise Financial Inc. 0.26% Reduce -8.7% 2,688,223 $1.1B
Northern Trust Corp. 0.14% Reduce -0.1% 2,596,418 $1.1B
Bank of New York Mellon Corp 0.19% Reduce -2.8% 2,491,479 $1.1B
Nordea Investment Management AB 0.92% Add +2.4% 2,513,508 $1.1B
Bank of America Corp. 0.08% Add +9.2% 2,422,690 $1.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% Reduce -15.4% 2,332,682 $984.3M
Wellington Management Group LLP 0.17% Reduce -4.5% 2,290,037 $966.3M
Nuveen, LLC 0.24% Reduce -18.9% 2,134,953 $900.9M
Massachusetts Financial Services Co. 0.28% Reduce -2.3% 2,118,434 $893.9M
Pictet Asset Management Holding SA 0.86% Add +8.9% 2,105,997 $888.5M
Fisher Asset Management 0.30% Reduce -0.7% 1,983,671 $837.0M
Legal & General Group Plc 0.18% Add +2.4% 1,880,221 $793.4M
UBS Group AG 0.15% Add +6.5% 1,867,024 $787.8M
Franklin Resources Inc. 0.19% Reduce -10.8% 1,816,792 $766.6M
Invesco Ltd. 0.12% Add +4.1% 1,776,055 $749.4M
Janus Henderson Group PLC 0.34% Add +3.0% 1,769,245 $746.6M
Raymond James Financial Inc. 0.22% Add +0.5% 1,641,551 $692.7M
Goldman Sachs Group Inc. 0.10% Reduce -3.9% 1,626,031 $686.1M
Charles Schwab Investment Management Inc. 0.11% Add +22.2% 1,564,582 $660.2M
Royal Bank of Canada 0.11% Reduce -34.8% 1,409,224 $594.6M
Amundi 0.19% Reduce -7.4% 1,399,880 $594.6M
Robeco Institutional Asset Management B.V. 0.75% Reduce -4.5% 1,223,466 $516.3M
T. Rowe Price Associates Inc. 0.05% Add +0.5% 1,196,053 $504.7M
Lazard Asset Management LLC 0.63% Reduce -2.5% 1,106,999 $467.1M
Swedbank AB 0.47% Add +9.7% 1,095,895 $462.4M
Dimensional Fund Advisors LP 0.09% Add +8.4% 1,027,064 $433.3M
Capital World Investors 0.06% Add +1.3% 1,026,667 $433.1M
Allianz Asset Management GmbH 0.53% Add +4.3% 1,020,784 $430.7M
Deutsche Bank AG 0.14% Add +22.6% 1,007,862 $425.3M
Principal Financial Group Inc. 0.21% Reduce -5.1% 971,527 $409.9M
Schroder Investment Management Group 0.29% Add +0.0% 905,707 $375.3M
TD Asset Management Inc 0.26% Reduce -29.6% 766,175 $323.3M
Arrowstreet Capital, Limited Partnership 0.20% Reduce -7.7% 736,757 $310.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.50% Add +1.5% 735,584 $310.4M
Qube Research & Technologies Ltd 0.44% Reduce -40.1% 732,989 $309.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.28% Reduce -58.4% 728,997 $307.6M
ABN AMRO Bank N.V. 2.84% Add +3.5% 685,288 $288.3M
AQR Capital Management 0.18% Reduce -21.2% 682,552 $287.2M
Man Group plc 0.55% Add +5.8% 662,850 $279.7M
Swiss National Bank 0.16% Reduce -5.3% 642,803 $271.2M
National Pension Service 0.21% Add +2.3% 633,586 $267.3M
Clearbridge Investments, LLC 0.20% Add +9.4% 623,464 $263.1M
AXA Investment Managers S.A. 0.69% — 600,183 $253.3M
Los Angeles Capital Management LLC 0.86% Reduce -23.4% 598,588 $252.6M
Wells Fargo & Company 0.05% Add +0.3% 590,430 $249.1M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +0.5% 574,153 $242.3M
Ninety One UK Ltd 0.51% Reduce -0.4% 559,036 $235.9M
Federated Hermes, Inc. 0.40% Reduce -17.8% 537,302 $226.7M
Barclays PLC 0.08% Add +7.6% 529,258 $223.3M
Bank Julius Baer & Co. Ltd, Zurich 0.56% Reduce -2.5% 467,218 $197.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +3.6% 455,121 $192.1M
Rhumbline Advisers 0.15% Reduce -0.9% 445,943 $188.2M
Mackenzie Financial Corp. 0.23% Reduce -6.0% 440,514 $185.9M
Bank of Montreal 0.08% Add +55.8% 436,966 $184.4M
California Public Employees Retirement System 0.11% Add +4.2% 434,431 $183.3M
Loomis Sayles & Co. L P 0.21% Add +38.1% 425,983 $179.7M
Aberdeen Group plc 0.28% Reduce -1.5% 425,554 $178.6M
Mariner, LLC 0.23% Add +3.6% 413,981 $174.7M
Fenimore Asset Management Inc 3.47% Reduce -1.4% 410,528 $173.2M
Brown Advisory Inc. 0.23% Reduce -6.5% 410,228 $173.1M
DekaBank Deutsche Girozentrale 0.29% No change 419,951 $172.9M
Saturna Capital Corp. 2.20% Reduce 0.0% 404,971 $170.9M
Alecta Tjanstepension Omsesidigt 0.75% No change 400,000 $168.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.29% Add +14.1% 398,999 $168.4M
Eventide Asset Management, LLC 2.76% Add +2.6% 398,521 $168.0M
Truist Financial Corp. 0.22% Add +1.7% 392,953 $165.8M
Russell Investments Group, Ltd. 0.18% Reduce -1.7% 384,463 $162.1M
California State Teachers Retirement System 0.15% Reduce -0.7% 355,915 $150.2M
New York State Common Retirement Fund 0.19% Reduce -3.1% 353,989 $149.4M
Corient Private Wealth LP 0.23% Reduce -7.1% 344,563 $145.4M
Envestnet Asset Management Inc. 0.04% Reduce -3.5% 340,546 $143.7M
Aristotle Capital Management, LLC 0.27% Reduce -3.8% 333,555 $140.7M
Assenagon Asset Management S.A. 0.21% Add +17.9% 332,838 $140.4M
Natixis Advisors, LLC 0.20% Add +4.7% 330,332 $139.4M
Citigroup Inc. 0.09% Reduce -8.1% 320,507 $135.2M
Caisse Des Depots Et Consignations 5.54% No change 309,159 $130.5M
Canada Pension Plan Investment Board 0.09% Reduce -10.7% 303,639 $128.1M
Panagora Asset Management Inc. 0.51% Reduce -35.7% 299,475 $126.4M
National Bank of Canada 0.14% Add +60.6% 298,600 $126.0M
Manufacturers Life Insurance Company, The 0.10% Add +12.8% 295,994 $124.9M
MUFG Securities EMEA plc 3.01% Add +42904.4% 284,259 $119.9M
CCLA Investment Management 1.90% Add +13.5% 281,872 $119.0M
Credit Agricole S A 0.39% — 279,954 $118.1M
BNP Paribas Financial Markets 0.09% Reduce -0.7% 272,230 $114.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.26% Add +3.4% 272,155 $114.8M
PNC Financial Services Group, Inc. 0.07% Reduce -8.5% 268,931 $113.5M
Neuberger Berman Group LLC 0.08% Add +44.7% 262,973 $110.9M
Impax Asset Management Group plc 0.64% Reduce -4.0% 261,508 $110.3M
Victory Capital Management Inc. 0.06% Reduce -6.4% 257,327 $108.6M
Voloridge Investment Management, LLC 0.36% Add +78.5% 256,816 $108.4M
American Century Companies Inc. 0.05% Add +1.1% 245,824 $103.7M
LPL Financial LLC 0.03% Add +11.4% 243,389 $102.7M
Acadian Asset Management LLC 0.18% Reduce -6.5% 241,802 $102.0M
Aviva PLC 0.18% Reduce -15.1% 234,547 $99.0M
Alliancebernstein L.P. 0.03% Reduce -7.9% 232,739 $98.2M
AustralianSuper Pty Ltd 0.46% Reduce -8.4% 231,651 $97.7M
Meyer Handelman Co. 3.07% Reduce -0.6% 230,274 $97.2M
HSBC Holdings PLC 0.06% Add +15.4% 223,467 $93.8M
Caisse de depot et placement du Quebec 0.16% Add +81.0% 216,535 $91.4M
DAVENPORT & Co LLC 0.49% Reduce -1.2% 216,455 $91.0M
Danske Bank A/S 0.22% Reduce -15.1% 210,823 $89.0M
Aristotle Atlantic Partners, LLC 2.57% Reduce -2.2% 210,345 $88.8M
Worldquant Millennium Advisors LLC 0.37% Reduce -41.3% 205,504 $86.7M
Korea Investment CORP 0.18% Add +17.6% 204,695 $86.4M
Achmea Investment Management B.V. 1.06% Add +3.4% 202,267 $85.3M
State Board of Administration of Florida Retirement System 0.15% Reduce -6.4% 201,177 $84.9M
Vontobel Holding Ltd. 0.26% Reduce -1.2% 196,970 $83.1M
Stifel Financial Corp. 0.07% Reduce -6.3% 180,702 $76.3M
Advisors Capital Management, LLC 0.91% Add +1.5% 172,188 $72.7M
New York State Teachers Retirement System 0.14% Reduce -0.7% 170,698 $72.0M
Junto Capital Management LP 1.44% New 162,697 $68.7M
Fosse Capital Partners LLP 41.35% No change 161,425 $68.1M
Millennium Management 0.06% Reduce -20.1% 159,092 $67.1M
Storebrand Asset Management As 0.18% Reduce -11.1% 157,848 $66.6M
KBC Group NV 0.16% Add +141.9% 156,318 $66.0M
First Trust Advisors LP 0.05% Reduce -2.6% 152,660 $64.4M
Renaissance Technologies 0.08% Reduce -48.5% 146,168 $61.7M
FIL Ltd 0.05% Add +6080.0% 145,971 $61.6M
Compagnie Lombard Odier SCmA 0.67% Reduce -45.1% 143,729 $60.6M
Royal London Asset Management Ltd. 0.13% Reduce -38.8% 139,677 $58.9M
Handelsbanken Fonder AB 0.19% Reduce -10.3% 139,231 $58.8M
Interval Partners, LP 1.20% New 133,022 $56.1M
HighTower Advisors, LLC 0.06% Reduce -0.1% 130,266 $55.0M
NZS Capital, LLC 1.68% Reduce -25.5% 130,122 $54.9M
Sei Investments Co. 0.06% Reduce -61.0% 128,188 $54.1M
Lansforsakringar Fondforvaltning AB (publ) 0.28% Add +1.0% 127,910 $54.0M
State of Wisconsin Investment Board 0.12% Reduce -3.7% 127,296 $53.7M
APG Asset Management N.V. 0.15% No change 149,212 $53.6M
Moran Wealth Management, LLC 1.62% Reduce -4.8% 126,971 $53.6M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -13.5% 124,988 $52.7M
ASR Vermogensbeheer N.V. 0.63% Add +1.6% 122,472 $51.7M
Glenmede Investment Management, LP 0.24% Reduce -12.9% 118,009 $49.8M
STRS Ohio 0.18% Reduce -7.3% 115,452 $48.7M
Trillium Asset Management, LLC 1.28% Reduce -2.5% 115,284 $48.6M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -3.6% 114,315 $48.2M
Teacher Retirement System of Texas 0.19% Reduce -8.7% 112,852 $47.6M
KLP Kapitalforvaltning As 0.18% Reduce -2.7% 108,683 $45.9M
Aware Super Pty Ltd as trustee of Aware Super 0.63% No change 108,468 $45.8M
Commerce Bank 0.25% Reduce -1.6% 106,715 $45.0M
Daiwa Securities Group Inc. 0.15% Reduce -0.8% 105,534 $44.5M
Moore Capital Management, LP 0.88% New 102,053 $43.1M
Treasurer of the State of North Carolina 0.13% Reduce -3.8% 100,238 $42.3M
Kayne Anderson Rudnick Investment Management LLC 0.10% Add +1.5% 99,108 $41.8M
KCM Investment Advisors LLC 1.34% Reduce -0.0% 97,833 $41.3M
Sandhill Capital Partners LLC 2.86% Add +1.4% 97,046 $40.9M
Asset Management One Co., Ltd. 0.12% Add +0.2% 96,257 $40.6M
Kepler Cheuvreux (Suisse) SA 2.18% — 96,111 $40.6M
Public Employees Retirement System of Ohio 0.13% Add +0.8% 95,119 $40.1M
ING Groep NV 0.22% Add +112.9% 95,066 $40.1M
M&T Bank Corp 0.13% Reduce -3.8% 94,003 $39.7M
Creative Planning 0.03% Add +0.2% 92,508 $39.0M
Jane Street Group, LLC 0.05% Reduce -63.5% 92,366 $39.0M
Forsta Ap-Fonden 0.23% Add +8.6% 91,300 $38.5M
Janney Montgomery Scott LLC 0.09% Reduce -8.7% 87,658 $37.0M
State of Tennessee, Department of Treasury 0.12% Add +7.3% 86,919 $36.7M
J. Safra Sarasin Holding AG 0.58% Reduce -10.4% 85,248 $36.0M
Mn Services Vermogensbeheer B.V. 0.23% Add +1.2% 84,773 $35.8M
Nisa Investment Advisors, LLC 0.14% Reduce -6.0% 84,490 $35.7M
Cerity Partners LLC 0.06% Reduce -0.2% 82,164 $34.7M
Peapack Gladstone Financial Corp. 0.45% Reduce -8.8% 81,344 $34.3M
AMF Tjanstepension AB 0.22% Reduce -13.4% 81,154 $34.2M
Cetera Investment Advisers 0.04% Add +23.9% 80,774 $34.1M
Groupe la Francaise 0.46% Add +15.0% 81,435 $33.4M
Main Street Research LLC 1.79% Add +3.0% 78,610 $33.2M
Gabelli Funds LLC 0.23% No change 78,016 $32.9M
State of New Jersey Common Pension Fund D 0.12% Add +3.4% 77,545 $32.7M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -38.4% 77,348 $32.6M
Commonwealth Equity Services, LLC 0.04% Reduce -1.3% 77,343 $32.6M
Nomura Asset Management Co. Ltd. 0.08% Add +0.0% 75,042 $31.7M
Eagle Global Advisors LLC 1.20% Reduce -17.9% 74,333 $31.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.25% Add +22.5% 73,298 $30.9M
Allspring Global Investments Holdings, LLC 0.05% Add +83.3% 72,100 $30.7M
Insigneo Advisory Services, LLC 2.12% Reduce -0.0% 71,350 $30.1M
Voya Investment Management LLC 0.03% Reduce -6.9% 70,566 $29.8M
Ossiam 0.38% Reduce -44.3% 69,867 $29.5M
Public Sector Pension Investment Board 0.11% Add +3.5% 69,567 $29.4M
Steward Partners Investment Advisory, LLC 0.17% Reduce -1.7% 69,523 $29.3M
Waratah Capital Advisors Ltd. 1.98% Add +773.7% 68,982 $29.1M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -11.9% 68,183 $28.8M
Tudor Investment Corporation 0.19% New 67,128 $28.3M
Swiss Life Asset Management Ltd 0.15% New 66,966 $28.3M
Rathbones Group PLC 0.11% Reduce -3.7% 66,195 $27.9M
MetLife Investment Management, LLC 0.13% Reduce -1.8% 65,773 $27.8M
US Bancorp \de 0.03% Reduce -1.4% 65,624 $27.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +4.3% 65,243 $27.5M
Arizona State Retirement System 0.15% Reduce -0.6% 65,150 $27.5M
Provident Investment Management, Inc. 2.38% Reduce -0.7% 64,044 $27.0M
State of Michigan Retirement System 0.13% Reduce -0.6% 64,013 $27.0M
Banque Transatlantique SA 0.66% New 63,980 $27.0M
BLVD Private Wealth, LLC 23.02% Add +15.3% 63,605 $26.8M
DNB Asset Management AS 0.10% Add +3.4% 62,812 $26.5M
Anchor Capital Advisors LLC 0.76% Reduce -3.3% 62,473 $26.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +7.5% 62,372 $26.3M
Resona Asset Management Co.,Ltd. 0.12% Reduce -9.2% 60,682 $25.6M
Osaic Holdings, Inc. 0.04% Add +3.5% 60,633 $25.4M
NBT Bank, N.A. 1.65% Reduce -1.3% 59,946 $25.3M
Douglass Winthrop Advisors, LLC 0.44% Reduce -2.1% 59,905 $25.3M
Bailard, Inc. 0.55% Add +2.3% 59,829 $25.2M
Jacobs Levy Equity Management, Inc. 0.10% New 58,892 $24.9M
Citadel Advisors 0.02% Reduce -71.3% 58,477 $24.7M
Mercer Global Advisors Inc. 0.04% Add +9.6% 58,211 $24.6M
Czech National Bank 0.16% Add +3.7% 56,515 $23.8M
GDS Wealth Management 1.55% Add +1.4% 55,762 $23.5M
Xponance LLC 0.19% Reduce -0.7% 55,751 $23.5M
PGGM Investments 0.38% Reduce -57.6% 55,542 $23.4M
Walter Public Investments Inc. 3.84% Reduce -1.7% 55,312 $23.3M
First Nebraska Trust Co 2.09% Reduce -1.7% 54,814 $23.1M
Ensign Peak Advisors, Inc 0.04% Add +29.0% 54,678 $23.1M
QRG Capital Management, Inc. 0.27% Reduce -16.2% 53,645 $22.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -2.3% 53,434 $22.5M
FineMark National Bank & Trust 0.73% Reduce -0.1% 52,938 $22.3M
Van Eck Associates Corp. 0.02% Add +3.7% 52,427 $22.1M
Sone Capital Management, LLC 1.85% Add +233.8% 52,350 $22.1M
Amalgamated Bank 0.16% Add +1.1% 52,060 $22.0M
Shelton Capital Management 0.47% Add +23.2% 51,913 $21.9M
11 Capital Partners LP 6.20% New 51,900 $21.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +2.0% 51,681 $21.9M
Quantinno Capital Management LP 0.06% Add +40.5% 51,327 $21.7M
Ieq Capital, LLC 0.06% Reduce -3.1% 49,511 $20.9M
EULAV Asset Management 0.47% No change 48,000 $20.3M
Retirement Systems of Alabama 0.07% Reduce -0.8% 47,466 $20.0M
Consilium Wealth Advisory, LLC 7.42% Reduce -0.3% 45,598 $19.2M
Dnca Finance 1.33% No change 45,000 $19.0M
Railway Pension Investments Ltd 0.26% Add +14.2% 45,000 $19.0M
Varma Mutual Pension Insurance Co 0.12% Add +8.9% 43,811 $18.5M
Mediolanum International Funds Ltd 0.19% Add +26.4% 44,319 $18.4M
Isthmus Partners, LLC 2.14% Reduce -1.8% 43,117 $18.2M
ProShare Advisors LLC 0.04% Reduce -2.0% 41,813 $17.6M
Parnassus Investments, LLC 0.04% Reduce -1.1% 41,749 $17.6M
Vancity Investment Management Ltd 2.32% Reduce -11.8% 41,319 $17.4M
Thrivent Financial for Lutherans 0.04% Reduce -70.0% 41,147 $17.4M
DE Burlo Group Inc. 2.08% No change 40,950 $17.3M
Jain Global LLC 0.24% New 40,864 $17.2M
Prudential Financial Inc. 0.02% Reduce -45.4% 40,329 $17.0M
USS Investment Management Ltd 0.08% Add +0.2% 39,477 $16.7M
Vanguard Personalized Indexing Management, LLC 0.17% Add +0.5% 39,292 $16.6M
Agf Management Ltd. 0.07% Add +0.7% 38,955 $16.4M
Pathstone Holdings, LLC 0.06% Add +2.5% 38,712 $16.3M
Schonfeld Strategic Advisors LLC 0.11% Add +6027.8% 38,605 $16.3M
KADENSA CAPITAL Ltd 1.63% New 37,576 $15.9M
Birch Hill Investment Advisors LLC 0.67% No change 37,502 $15.8M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +41.5% 37,500 $15.8M
Utah Retirement Systems 0.15% Reduce -0.7% 36,840 $15.5M
Atria Investments, Inc 0.18% Reduce -5.4% 36,451 $15.4M
Macquarie Group Ltd. 0.02% Reduce -3.5% 36,098 $15.2M
Fulcrum Capital LLC 3.12% Reduce -13.2% 36,021 $15.2M
Drystone LLC 13.63% Reduce -1.3% 35,908 $15.2M
Police & Firemen's Retirement System of New Jersey 0.12% Add +5.9% 35,851 $15.1M
MML Investors Services, LLC 0.04% Add +0.3% 35,417 $14.9M
O'shaughnessy Asset Management, LLC 0.09% Reduce -0.7% 35,317 $14.9M
TD Waterhouse Canada Inc. 0.10% Reduce -10.7% 34,723 $14.8M
World Investment Advisors 0.30% Reduce -9.9% 34,472 $14.5M
CIBC Asset Management Inc 0.04% Reduce -0.3% 33,010 $13.9M
New York Life Investment Management LLC 0.12% Reduce -2.0% 32,786 $13.8M
Bragg Financial Advisors, Inc 0.46% Add +0.4% 32,781 $13.8M
Guinness Asset Management LTD 0.22% New 33,372 $13.8M
Keybank National Association 0.05% Add +3.5% 32,766 $13.8M
Elo Mutual Pension Insurance Co 0.23% Add +32.9% 32,612 $13.8M
Firetrail Investments PTY Ltd. 3.43% Reduce -0.4% 32,677 $13.7M
Bridgewater Associates 0.05% Add +5343.8% 32,227 $13.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -9.1% 32,088 $13.5M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +257.6% 31,808 $13.4M
Verition Fund Management LLC 0.08% Add +32.5% 31,598 $13.3M
CIBC Bancorp USA Inc. 0.08% — 30,717 $13.0M
Pacer Advisors, Inc. 0.03% Add +28.0% 30,500 $12.9M
Susquehanna International Group, LLP 0.02% Add +16.0% 29,834 $12.6M
Bank of Nova Scotia 0.02% Add +25.0% 29,420 $12.4M
Mutual of America Capital Management LLC 0.13% Reduce -5.2% 29,370 $12.4M
Foresight Group Ltd Liability Partnership 1.83% Reduce -1.4% 28,975 $12.2M
Renaissance Investment Group LLC 2.45% Add +0.4% 28,662 $12.1M
Generali Asset Management SPA SGR 0.26% Reduce -14.9% 28,654 $12.1M
Sanctuary Advisors, LLC 0.07% Reduce -16.3% 28,559 $12.1M
Illinois Municipal Retirement Fund 0.15% Add +0.9% 28,325 $12.0M
Cullen/Frost Bankers, Inc. 0.14% Add +7.2% 28,211 $11.9M
Wealthfront Advisers LLC 0.03% Add +0.5% 28,087 $11.9M
Raiffeisen Bank International AG 0.15% Add +308.1% 28,074 $11.6M
Oddo BHF Asset Management Sas 0.44% Add +21.8% 27,539 $11.6M
Ethic Inc. 0.19% Add +0.7% 27,015 $11.4M
First American Bank 0.71% Add +0.5% 26,896 $11.3M
Yousif Capital Management, LLC 0.12% Reduce -6.2% 26,874 $11.3M
D. E. Shaw & Co. 0.01% Reduce -56.2% 26,868 $11.3M
NEOS Investment Management LLC 0.08% Add +54.7% 26,638 $11.2M
Employees Provident Fund Board 0.09% Add +39.5% 26,500 $11.2M
Colonial Trust Advisors 0.86% Reduce -4.4% 26,348 $11.1M
Cullen Investment Group, LTD. 1.46% Reduce -2.7% 26,046 $11.0M
Crestwood Advisors Group, LLC 0.19% Reduce -3.3% 26,175 $11.0M
Northwest & Ethical Investments L.P. 0.26% Reduce -21.0% 25,824 $10.9M
Squarepoint Ops LLC 0.02% Reduce -87.6% 25,562 $10.8M
Oregon Public Employees Retirement Fund 0.14% Add +32.0% 25,451 $10.7M
Nemes Rush Group LLC 1.06% Add +0.6% 25,405 $10.7M
Lowe Brockenbrough & Co. Inc. 0.55% Add +1.7% 25,380 $10.7M
Investment Management Corp of Ontario 0.16% Add +11.0% 25,249 $10.7M
Gotham Asset Management 0.04% Add +208.2% 24,397 $10.3M
Jump Financial, LLC 0.14% New 24,201 $10.2M
State of Alaska, Department of Revenue 0.10% Reduce -3.9% 24,068 $10.2M
&partners 0.06% Add +22.6% 23,508 $10.0M
Stonegate Investment Group, LLC 0.23% Add +52.3% 23,602 $10.0M
Blair William & Co. 0.03% Reduce -0.9% 23,315 $9.8M
Edmond DE Rothschild Holding S.A. 0.15% Add +3.2% 23,066 $9.7M
Cwm, LLC 0.03% Reduce -2.4% 23,003 $9.7M
Kestra Advisory Services, LLC 0.04% Reduce -4.2% 22,991 $9.7M
Greenwich Wealth Management LLC 0.48% Reduce -0.9% 22,684 $9.6M
Boston Common Asset Management, LLC 0.27% New 22,622 $9.5M
Flputnam Investment Management Co. 0.14% Add +1.5% 22,584 $9.5M
Roberts Wealth Advisors, LLC 2.49% Reduce -0.1% 22,157 $9.3M
Vident Advisory, LLC 0.09% Add +19.7% 21,816 $9.2M
Rockefeller Capital Management L.P. 0.02% Reduce -22.3% 21,681 $9.1M
Burney Co./ 0.29% Reduce -0.1% 21,650 $9.1M
Hennion & Walsh Asset Management, Inc. 0.33% Add +4.7% 21,513 $9.1M
LBP Am SA 0.11% Reduce -5.9% 21,388 $9.0M
Martin & Co. Inc. 1.56% Reduce -0.1% 20,825 $8.8M
Old National Bancorp 0.15% Reduce -0.0% 20,621 $8.7M
Fruth Investment Management 2.30% Reduce -1.0% 20,130 $8.5M
Rafferty Asset Management, LLC 0.03% Reduce -0.6% 20,025 $8.4M
Regions Financial Corp. 0.05% Add +1.4% 19,793 $8.4M
Arcadia Investment Management Corp. 1.28% Reduce -1.0% 19,638 $8.3M
Marietta Investment Partners LLC 1.58% Reduce -0.4% 19,437 $8.2M
AMJ Financial Wealth Management 1.94% Reduce -1.8% 18,968 $8.0M
Captrust Financial Advisors 0.02% Reduce -4.1% 18,736 $7.9M
Texas Capital Bank Wealth Management Services Inc 0.65% Add +4.4% 18,657 $7.9M
Park Avenue Securities LLC 0.06% New 18,644 $7.9M
Avanza Fonder AB 0.20% Add +8.7% 18,625 $7.9M
Vinva Investment Management Ltd 0.15% Add +0.6% 18,870 $7.8M
Tidal Investments LLC 0.03% Add +19.5% 18,458 $7.8M
Brentview Investment Management LLC 3.52% Add +5.1% 18,304 $7.7M
Atlantic Union Bankshares Corp 0.15% Add +1.8% 18,264 $7.7M
Munro Partners 0.21% Reduce -0.7% 18,065 $7.6M
Mill Capital Management, LLC 0.56% No change 17,829 $7.5M
Orion Porfolio Solutions, LLC 0.06% Add +4.8% 17,807 $7.5M
Kintegral Advisory, LLC 0.64% Reduce -0.4% 17,698 $7.5M
Teachers Retirement System of the State of Kentucky 0.06% No change 17,619 $7.4M
Dorsey Wright & Associates 1.66% Add +4.4% 17,577 $7.4M
Praxis Investment Management Inc. 0.44% No change 17,510 $7.4M
Silvant Capital Management LLC 0.25% Reduce -6.8% 17,405 $7.3M
Focus Partners Wealth 0.01% Add +30.8% 17,273 $7.3M
Night Squared LP 2.62% New 17,186 $7.3M
Cary Street Partners Financial LLC 0.19% Add +0.3% 17,170 $7.2M
HORAN Wealth, LLC 1.13% Add +4.7% 17,028 $7.2M
GAMCO Investors 0.07% Reduce -1.0% 16,970 $7.2M
City Holding Co. 0.89% Add +2.6% 16,722 $7.1M
Assetmark, Inc. 0.01% Reduce -24.5% 16,212 $6.8M
SIR Capital Management, L.P. 0.61% Add +199.2% 16,200 $6.8M
Salem Investment Counselors Inc. 0.20% Add +6.5% 16,178 $6.8M
Mizuho Securities USA LLC 0.14% Add +5.1% 16,207 $6.7M
Westfield Capital Management Co. LP 0.03% Add +1075.5% 15,916 $6.7M
Turtle Creek Wealth Advisors, LLC 0.60% Add +15.2% 15,898 $6.7M
Eisler Capital Management Ltd. 0.15% New 16,020 $6.6M
Y-Intercept (Hong Kong) Ltd 0.16% New 15,572 $6.6M
Great Lakes Retirement, Inc. 0.72% Add +3.3% 15,555 $6.6M
Banque Cantonale Vaudoise 0.24% Reduce -4.6% 15,453 $6.5M
Cyndeo Wealth Partners, LLC 0.36% Reduce -1.9% 15,349 $6.5M
GMO 0.02% Reduce -27.6% 15,333 $6.5M
Condor Capital Management 0.53% Reduce -1.1% 15,321 $6.5M
River Wealth Advisors LLC 0.75% Reduce -1.1% 15,264 $6.4M
Arax Advisory Partners 0.09% Add +164.6% 15,165 $6.4M
Bearing Point Capital, LLC 1.10% Add +0.9% 15,121 $6.4M
Strategic Planning Group, LLC 0.85% New 14,972 $6.3M
NatWest Group plc 1.55% New 14,852 $6.3M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -14.9% 14,768 $6.2M
Aptus Capital Advisors, LLC 0.06% Add +169.8% 14,738 $6.2M
Crossmark Global Holdings, Inc. 0.09% Reduce -16.6% 14,724 $6.2M
Prudential PLC 0.05% Reduce -44.4% 14,561 $6.1M
CENTRAL TRUST Co 0.13% Reduce -0.6% 14,494 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.0% 14,415 $6.1M
Wesbanco Bank Inc. 0.17% Reduce -0.8% 14,360 $6.1M
CPC Advisors, LLC 0.63% Reduce -22.8% 14,231 $6.0M
Palmer Knight Co 2.84% Reduce -2.3% 14,220 $6.0M
Exchange Traded Concepts, LLC 0.06% Add +39.9% 14,202 $6.0M
Horizon Investments, LLC 0.08% Reduce -3.1% 14,190 $6.0M
Phoenix Financial Ltd. 0.07% Reduce -9.6% 14,169 $6.0M
King Wealth Management Group 0.74% Add +5.8% 14,023 $5.9M
PDT Partners, LLC 0.37% No change 14,000 $5.9M
Kentucky Retirement Systems 0.16% Reduce -3.5% 13,997 $5.9M
Colonial Trust Co / SC 0.78% Reduce -0.3% 13,787 $5.8M
Genus Capital Management Inc. 0.67% Reduce -20.5% 13,736 $5.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +25.6% 13,695 $5.8M
OMERS ADMINISTRATION Corp 0.04% No change 13,682 $5.8M
Shorepoint Capital Partners LLC 1.15% — 13,671 $5.8M
Progressive Investment Management Corp 1.39% Reduce -1.1% 13,564 $5.7M
Empowered Funds, LLC 0.06% Reduce -9.6% 13,558 $5.7M
NewEdge Advisors, LLC 0.03% Add +7.7% 13,464 $5.7M
Private Advisor Group, LLC 0.03% Add +1.6% 13,125 $5.5M
Terra Alpha Investments LLC 5.63% Add +11.6% 13,089 $5.5M
Hartford Investment Management Co. 0.17% Reduce -3.3% 13,045 $5.5M
Norinchukin Bank, The 0.07% Add +3.1% 12,870 $5.4M
Ascent Group, LLC 0.19% Reduce -5.5% 12,744 $5.4M
Letson Investment Management, Inc. 1.91% Reduce -24.4% 12,647 $5.3M
Breakwater Capital Group 0.78% Reduce -0.8% 12,542 $5.3M
Park National Corp. 0.17% Reduce -2.1% 12,519 $5.3M
Dupont Capital Management Corp. 0.54% Reduce -38.6% 12,476 $5.3M
Hudson Bay Capital Management LP 0.04% Add +149.4% 12,468 $5.3M
Saranac Partners Ltd 1.10% New 12,490 $5.3M
Gerber Kawasaki Wealth & Investment Management 0.18% Add +4.8% 12,370 $5.2M
Navellier & Associates Inc. 0.53% Add +3.6% 12,361 $5.2M
Cibc World Market Inc. 0.01% Add +5.0% 12,322 $5.2M
Concurrent Investment Advisors, LLC 0.09% Reduce -1.6% 12,213 $5.2M
Resources Management Corp. /CT/ 0.67% Reduce -1.9% 12,210 $5.2M
WCM Investment Management, LLC 0.01% Reduce -11.7% 12,325 $5.1M
TKG Advisors, LLC 2.18% Reduce -0.0% 12,086 $5.1M
Flossbach Von Storch SE 0.02% New 12,000 $5.1M
Pinnacle Associates Ltd. 0.07% Reduce -0.1% 11,943 $5.0M
Weatherly Asset Management L. P. 0.41% Reduce -2.2% 11,876 $5.0M
Great Lakes Advisors, LLC 0.04% Add +0.0% 11,855 $5.0M
Louisiana State Employees Retirement System 0.08% Reduce -0.8% 11,700 $4.9M
Stokes Capital Advisors, LLC 1.13% Add +127.0% 11,533 $4.9M
Curi Capital, LLC 0.09% Add +0.4% 11,470 $4.8M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -7.3% 11,410 $4.8M
Fiduciary Trust Co 0.05% Add +0.8% 11,404 $4.8M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.6% 11,356 $4.8M
Ashton Thomas Private Wealth, LLC 0.12% Add +11.9% 11,353 $4.8M
Meeder Asset Management Inc. 0.27% Reduce -0.0% 11,316 $4.8M
Boston Family Office LLC 0.30% No change 11,296 $4.8M
Wakefield Asset Management LLLP 1.29% Reduce -5.8% 11,222 $4.7M
Clifford Swan Investment Counsel LLC 0.16% Reduce -0.1% 11,217 $4.7M
Harrell Investment Partners, LLC 1.12% Reduce -3.4% 11,197 $4.7M
LGT Group Foundation 0.05% Reduce -19.9% 11,080 $4.7M
Meridian Wealth Advisors, LLC 0.67% Reduce -0.4% 11,150 $4.7M
Federation des caisses Desjardins du Quebec 0.02% Add +12.4% 11,141 $4.7M
Maryland State Retirement & Pension System 0.10% Add +2.6% 11,122 $4.7M
Metis Global Partners, LLC 0.11% Add +0.6% 11,047 $4.7M
Viking Fund Management LLC 0.56% No change 11,000 $4.6M
MASTERINVEST Kapitalanlage GmbH 0.45% Add +12.2% 10,947 $4.6M
Securian Asset Management, Inc. 0.12% Reduce -8.1% 10,772 $4.5M
Sumitomo Life Insurance Co. 0.14% Reduce -1.7% 10,570 $4.5M
SCS Capital Management LLC 0.05% Reduce -4.3% 10,564 $4.5M
Mirova 0.63% Reduce -14.5% 10,523 $4.4M
WealthShield Partners, LLC 0.50% Add +2.6% 10,506 $4.4M
Spire Wealth Management 0.15% Add +14.4% 10,441 $4.4M
Apollon Wealth Management, LLC 0.08% Add +12.5% 10,427 $4.4M
Figure 8 Investment Strategies LLC 3.91% Reduce -0.9% 10,408 $4.4M
Bradley Foster & Sargent Inc. 0.06% Add +65.2% 10,335 $4.4M
Greenwood Capital Associates LLC 0.50% Reduce -1.6% 10,319 $4.4M
Signaturefd, LLC 0.07% Add +1.1% 10,267 $4.3M
Intech Investment Management LLC 0.04% Add +41.8% 10,241 $4.3M
UMB Bank, n.a. 0.06% Reduce -3.9% 10,142 $4.3M
Kingswood Wealth Advisors, LLC 0.26% Reduce -5.1% 10,118 $4.3M
Fifth Third Bancorp 0.01% Reduce -0.1% 10,114 $4.3M
New Mexico Educational Retirement Board 0.13% Reduce -4.7% 10,048 $4.2M
Choreo, LLC 0.06% Reduce -10.7% 10,048 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -16.7% 10,039 $4.2M
Beese Fulmer Investment Management, Inc. 0.29% Add +0.1% 10,026 $4.2M
Mgo One Seven LLC 0.10% Add +181.2% 10,022 $4.2M
AMG National Trust Bank 0.10% Reduce -2.4% 9,980 $4.2M
J.W. Cole Advisors, Inc. 0.08% Reduce -23.0% 9,887 $4.2M
GC Wealth Management RIA, LLC 0.14% Add +15.0% 9,884 $4.2M
Benjamin Edwards Inc. 0.05% Add +3.9% 9,803 $4.1M
Siemens Fonds Invest GmbH 0.22% Reduce -2.6% 9,687 $4.1M
Canandaigua National Bank & Trust Co. 0.36% Reduce -1.0% 9,674 $4.1M
FRG Family Wealth Advisors LLC 0.66% No change 9,654 $4.1M
Plato Investment Management Ltd 0.28% Reduce -13.2% 9,719 $4.1M
Sterling Capital Management LLC 0.06% Reduce -45.9% 9,625 $4.1M
DSG Capital Advisors, LLC 0.65% Reduce -25.6% 9,592 $4.0M
Suncoast Equity Management 0.40% Add +0.4% 9,506 $4.0M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -5.3% 9,489 $4.0M
SageView Advisory Group, LLC 0.14% Reduce -3.1% 9,467 $4.0M
CI Investments Inc. 0.01% Add +6.6% 9,340 $3.9M
Bank Ozk 1.39% Add +9.5% 9,334 $3.9M
Knollwood Investment Advisory, LLC 0.35% Reduce -0.3% 9,300 $3.9M
Groupama Asset Managment 0.06% Add +8.0% 9,286 $3.9M
HM Payson & Co. 0.06% Reduce -0.4% 9,263 $3.9M
Voleon Capital Management LP 0.10% Reduce -10.9% 9,261 $3.9M
Campbell & CO Investment Adviser LLC 0.29% New 9,238 $3.9M
Alpine Woods Capital Investors, LLC 0.91% Add +9.1% 9,233 $3.9M
Parsons Capital Management Inc. 0.22% Add +4.6% 9,156 $3.9M
HB Wealth Management, LLC 0.03% Add +13.6% 9,150 $3.9M
Sagespring Wealth Partners, LLC 0.08% Reduce -0.5% 9,112 $3.8M
Clear Harbor Asset Management, LLC 0.27% Reduce -0.5% 8,965 $3.8M
Vestcor Inc 0.11% Add +0.4% 8,961 $3.8M
1832 Asset Management L.P. 0.01% Reduce -96.9% 8,916 $3.8M
Kestra Private Wealth Services, LLC 0.05% Reduce -1.8% 8,875 $3.7M
Lido Advisors, LLC 0.02% Add +4.9% 8,865 $3.7M
TD Private Client Wealth LLC 0.08% Add +4.8% 8,844 $3.7M
Fifth Third Wealth Advisors LLC 0.14% Add +0.5% 8,831 $3.7M
Invera Wealth Advisors, LLC 2.29% Reduce -3.0% 8,800 $3.7M
Dark Forest Capital Management LP 0.14% New 8,787 $3.7M
Meeder Advisory Services, Inc. 0.17% Add +16.4% 8,786 $3.7M
Montecito Bank & Trust 0.57% — 8,674 $3.7M
Nomura Holdings Inc. 0.02% Add +216.0% 8,609 $3.6M
Hardy Reed LLC 0.27% Reduce -19.4% 8,604 $3.6M
D.A. Davidson & Co. 0.02% Add +3.9% 8,541 $3.6M
Brighton Jones LLC 0.09% Reduce -4.8% 8,481 $3.6M
Argus Investors' Counsel, Inc. 2.83% Reduce -1.0% 8,444 $3.6M
Leavell Investment Management, Inc. 0.15% Add +0.3% 8,414 $3.6M
Ostrum Asset Management 0.16% Add +4.9% 8,375 $3.5M
BLI - Banque de Luxembourg Investments 0.10% No change 8,500 $3.5M
Mesirow Financial Investment Management, Inc. 0.06% Reduce -0.7% 8,311 $3.5M
Pitcairn Co. 0.28% Reduce -25.9% 8,306 $3.5M
Baird Financial Group, Inc. 0.01% No change 8,281 $3.5M
Jones Financial Companies LLLP 0.00% Add +20.5% 8,393 $3.5M
Scotia Capital Inc. 0.01% Reduce -19.0% 8,113 $3.4M
Bowman & Co S.C. 1.44% Reduce -0.7% 8,041 $3.4M
Brookfield Corp 0.00% Reduce -31.1% 8,007 $3.4M
Lynch Asset Management, Inc. 1.08% No change 8,000 $3.4M
Monument Capital Management 0.84% Reduce -0.9% 7,966 $3.4M
RKL Wealth Management LLC 0.29% Reduce -11.9% 7,936 $3.3M
Engineers Gate Manager LP 0.04% Reduce -69.6% 7,880 $3.3M
Synovus Financial Corp. 0.04% Reduce -0.1% 7,817 $3.3M
Allstate Corp. 0.08% Add +1510.7% 7,812 $3.3M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +2.9% 7,641 $3.2M
Trivium Point Advisory, LLC 0.33% Reduce -44.7% 7,592 $3.2M
Central Valley Advisors, LLC 0.97% Reduce -0.1% 7,409 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +2.5% 7,367 $3.1M
Bessemer Group Inc. 0.00% Add +10.2% 7,363 $3.1M
Baader Bank Aktiengesellschaft 0.26% Reduce -2.4% 7,321 $3.1M
Merit Financial Group, LLC 0.03% Reduce -3.4% 7,312 $3.1M
Edgestream Partners, L.P. 0.09% Add +285.6% 7,280 $3.1M
RFG - Bristol Wealth Advisors, LLC 0.89% Add +10.1% 7,264 $3.1M
United Capital Financial Advisors, LLC 0.02% Add +1.3% 7,249 $3.1M
Rossmore Private Capital 0.33% No change 7,246 $3.1M
Natural Investments, LLC 0.76% Add +0.5% 7,214 $3.0M
Cornerstone Advisors, LLC 0.10% Reduce -28.7% 7,200 $3.0M
Two Sigma Investments, LP 0.00% Reduce -94.4% 7,200 $3.0M
Oppenheimer & Co. Inc. 0.04% Reduce -0.0% 7,124 $3.0M
Graham Capital Management, L.P. 0.16% Add +36.9% 7,100 $3.0M
Twin Capital Management Inc. 0.38% Reduce -2.8% 7,075 $3.0M
New Age Alpha Advisors, LLC 0.13% Add +99.0% 6,923 $3.0M
Texas Yale Capital Corp. 0.09% Add +1.7% 6,950 $2.9M
Composition Wealth, LLC 0.04% Add +0.4% 6,917 $2.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 6,900 $2.9M
PFG Advisors 0.12% Add +211.4% 6,776 $2.9M
Foundations Investment Advisors, LLC 0.04% Add +2.4% 6,750 $2.8M
Valley National Advisers Inc. 0.44% Add +242.9% 6,738 $2.8M
GAMMA Investing LLC 0.16% Add +4.1% 6,730 $2.8M
Advisory Services Network, LLC 0.04% Add +2.4% 6,633 $2.8M
MAI Capital Management 0.02% Reduce -51.9% 6,612 $2.8M
Coldstream Capital Management Inc. 0.04% Add +4.8% 6,599 $2.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -2.9% 6,586 $2.8M
Wilmington Savings Fund Society, FSB 0.07% Reduce -22.5% 6,518 $2.8M
Andra AP-fonden 0.04% No change 6,500 $2.7M
Summit Trail Advisors, LLC 0.04% Reduce -0.9% 6,493 $2.7M
Soltis Investment Advisors LLC 0.19% Add +937.5% 6,474 $2.7M
Savant Capital, LLC 0.02% Reduce -2.2% 6,461 $2.7M
Machina Capital S.A.S. 0.48% Reduce -13.2% 6,445 $2.7M
Auxier Asset Management LLC 0.38% Reduce -1.5% 6,445 $2.7M
Avalon Trust Co 0.18% Add +0.0% 6,391 $2.7M
Principal Securities, Inc. 0.04% Reduce -3.5% 6,386 $2.7M
Roundview Capital LLC 0.17% Add +58.2% 6,363 $2.7M
Caprock Group, LLC 0.07% — 6,456 $2.7M
Hilltop National Bank 0.66% Reduce -1.0% 6,351 $2.7M
Comprehensive Financial Consultants Institutional, Inc. 0.82% Reduce -0.7% 6,274 $2.6M
Allred Capital Management, LLC 0.92% New 6,232 $2.6M
Diversified Trust Co. 0.05% Reduce -26.9% 6,225 $2.6M
CIBC Private Wealth Group LLC 0.00% Reduce -14.5% 6,214 $2.6M
Barlow Wealth Partners, LLC 0.29% Reduce -1.4% 6,383 $2.6M
Nilsine Partners, LLC 0.23% Reduce -1.0% 6,178 $2.6M
Quadrant Capital Group LLC 0.08% Add +1.0% 6,147 $2.6M
Front Row Advisors LLC 0.87% Reduce -8.7% 6,127 $2.6M
Massachusetts Wealth Management 1.28% Reduce -0.6% 6,100 $2.6M
Wahed Invest LLC 0.35% Add +0.4% 6,086 $2.6M
Cresset Asset Management, LLC 0.01% Add +4.9% 6,086 $2.6M
Waverly Advisors, LLC 0.03% Reduce -3.8% 6,062 $2.6M
G&S Capital LLC 0.94% Add +0.3% 6,043 $2.5M
Greenleaf Trust 0.02% Reduce -1.6% 6,007 $2.5M
Telligent Fund, LP 2.16% Add +20.0% 6,000 $2.5M
Mufg Securities Americas Inc. 0.16% Add +21.4% 6,000 $2.5M
Stablepoint Partners, LLC 0.40% No change 5,935 $2.5M
Polymer Capital Management (US) LLC 0.33% Reduce -11.9% 5,901 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Reduce -4.7% 5,867 $2.5M
Wedbush Securities Inc. 0.08% Add +3.6% 5,859 $2.5M
Summit Financial, LLC 0.04% Reduce -0.1% 5,809 $2.5M
Tiaa Trust, National Association 0.01% Add +9.1% 5,789 $2.4M
Advisors Asset Management, Inc. 0.04% Add +4.9% 5,762 $2.4M
Bank of New Hampshire 0.55% Reduce -3.2% 5,694 $2.4M
Sequoia Financial Advisors, LLC 0.01% Add +0.1% 5,629 $2.4M
Bornite Capital Management LP 0.22% New 5,600 $2.4M
Callan Family Office, LLC 0.08% Reduce -13.9% 5,594 $2.4M
Huntleigh Advisors, Inc. 0.40% Add +6.2% 5,574 $2.4M
Keystone Wealth Services, LLC 0.51% Reduce -6.2% 5,553 $2.3M
Independent Advisor Alliance 0.06% Reduce -2.4% 5,543 $2.3M
Pinnacle Financial Partners Inc 0.06% Add +2.8% 5,530 $2.3M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.4% 5,520 $2.3M
Montag A & Associates Inc. 0.11% Add +4.0% 5,505 $2.3M
Essex Bank 0.52% Add +0.1% 5,503 $2.3M
Argent Capital Management LLC 0.06% No change 5,493 $2.3M
McRae Capital Management Inc. 0.46% Reduce -3.5% 5,471 $2.3M
Winslow Capital Management, LLC 0.01% Reduce -99.4% 5,461 $2.3M
Strategic Advisors LLC 0.37% No change 5,399 $2.3M
Inspire Investing, LLC 0.22% Add +9.6% 5,391 $2.3M
Element Squared LLC 1.29% Add +4.2% 5,359 $2.3M
Romano Brothers and Company 0.26% Reduce -3.6% 5,338 $2.3M
NorthCoast Asset Management LLC 0.01% Add +25.3% 5,255 $2.2M
Partnership Wealth Management, LLC 1.71% No change 5,250 $2.2M
Aspen Investment Management Inc 0.85% Add +1.9% 5,222 $2.2M
Guyasuta Investment Advisors Inc. 0.13% No change 5,183 $2.2M
Bowen Hanes & Co. Inc. 0.05% No change 5,135 $2.2M
Stonebrook Private Inc. 0.46% Reduce -5.3% 5,099 $2.2M
Caldwell Trust Co 0.20% Add +6.7% 5,089 $2.1M
Ledyard National Bank 0.19% Reduce -8.1% 5,078 $2.1M
Penobscot Investment Management Company, Inc. 0.16% Add +18.8% 5,054 $2.1M
Arkadios Wealth Advisors 0.05% Add +6.2% 5,009 $2.1M
Systematic Financial Management LP 0.05% No change 5,000 $2.1M
Azzad Asset Management Inc. 0.21% Reduce -24.3% 4,997 $2.1M
Analyst IMS Investment Management Services Ltd. 0.07% No change 4,969 $2.1M
Harvest Fund Management Co., Ltd 0.09% Reduce -5.7% 5,437 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -7.1% 4,940 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -14.4% 4,836 $2.1M
Sit Investment Associates Inc. 0.04% Reduce -8.0% 4,859 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -0.5% 4,838 $2.0M
Lebenthal Global Advisors, LLC 0.35% Add +22.3% 4,806 $2.0M
Beacon Pointe Advisors, LLC 0.02% Reduce -35.4% 4,770 $2.0M
Ballentine Partners, LLC 0.03% Add +6.6% 4,753 $2.0M
Strengthening Families & Communities, LLC 0.44% Reduce -4.3% 4,801 $2.0M
Neo Ivy Capital Management 0.49% New 4,740 $2.0M
Wealthcare Advisory Partners LLC 0.04% Reduce -2.6% 4,733 $2.0M
Huntington National Bank 0.02% Reduce -22.8% 4,697 $2.0M
Tema ETFs LLC 0.16% New 4,693 $2.0M
TFR Capital, LLC. 0.66% Add +0.7% 4,691 $2.0M
Qtron Investments LLC 0.24% No change 4,682 $2.0M
CHICAGO TRUST Co NA 0.28% Add +4.2% 4,669 $2.0M
Tocqueville Asset Management L.P. 0.03% Reduce -0.1% 4,665 $2.0M
Kanawha Capital Management LLC 0.14% Reduce -0.6% 4,664 $2.0M
Kane Investment Management, Inc. 0.95% Reduce -0.5% 4,651 $2.0M
Certuity, LLC 0.13% Add +343.0% 4,625 $2.0M
DRW Securities, LLC 0.10% New 4,600 $1.9M
Allworth Financial LP 0.01% Add +42.0% 4,597 $1.9M
Prosperity Consulting Group, LLC 0.10% Reduce -5.1% 4,581 $1.9M
Farther Finance Advisors, LLC 0.03% Add +9.5% 4,561 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +0.3% 4,543 $1.9M
Values First Advisors, Inc. 1.02% Add +2.3% 4,495 $1.9M
Sigma Planning Corp 0.05% Reduce -2.8% 4,478 $1.9M
Signature Wealth Management Group 0.73% Reduce -1.2% 4,444 $1.9M
Clark Capital Management Group, Inc. 0.01% Add +4.2% 4,413 $1.9M
Trust Investment Advisors 1.04% Add +1.1% 4,392 $1.9M
Pallas Capital Advisors LLC 0.07% Reduce -37.1% 4,381 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +6.1% 4,355 $1.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.77% No change 4,289 $1.8M
Nvwm, LLC 0.41% Reduce -4.8% 4,281 $1.8M
Transcend Capital Advisors, LLC 0.13% Reduce -13.2% 4,225 $1.8M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.1% 4,206 $1.8M
Kingsview Wealth Management, LLC 0.03% Add +0.0% 4,197 $1.8M
Tower Bridge Advisors 0.18% No change 4,158 $1.8M
Elyxium Wealth, LLC 0.61% Add +0.1% 4,141 $1.7M
Caliber Wealth Management, LLC / KS 0.19% Reduce -3.3% 4,063 $1.7M
International Assets Investment Management, LLC 0.14% No change 3,935 $1.7M
Darden Wealth Group Inc 0.89% No change 4,045 $1.7M
McCarter Private Wealth Services LLC 0.87% Reduce -0.1% 4,028 $1.7M
BLB&B Advisors, LLC 0.07% Reduce -0.3% 4,023 $1.7M
Murphy, Middleton, Hinkle & Parker, Inc. 0.83% Reduce -1.8% 4,014 $1.7M
Vise Technologies, Inc. 0.06% Reduce -7.9% 4,013 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.3% 4,009 $1.7M
Harfst & Associates, Inc. 0.31% Add +1.1% 4,008 $1.7M
R Squared Ltd 0.73% Add +411.6% 3,996 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -0.4% 3,979 $1.7M
Sapient Capital LLC 0.03% Add +0.3% 3,992 $1.7M
Frank, Rimerman Advisors LLC 0.11% Reduce -0.6% 3,915 $1.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.06% Add +62.5% 3,900 $1.6M
Pflug Koory, LLC 0.78% Reduce -2.6% 3,879 $1.6M
Virtus Investment Advisers, LLC 0.47% Reduce -2.7% 3,875 $1.6M
Aspire Private Capital, LLC 0.36% No change 3,874 $1.6M
L & S Advisors Inc 0.17% Reduce -80.1% 3,855 $1.6M
Grove Bank & Trust 0.19% No change 3,833 $1.6M
Liontrust Investment Partners LLP 0.02% Reduce -3.0% 3,824 $1.6M
Coastal Bridge Advisors, LLC 0.12% Reduce -0.9% 3,813 $1.6M
Broderick Brian C 0.30% No change 3,800 $1.6M
Silvercrest Asset Management Group LLC 0.01% Reduce -4.5% 3,783 $1.6M
Richard Bernstein Advisors LLC 0.04% Reduce -55.1% 3,741 $1.6M
Integrated Advisors Network LLC 0.07% Reduce -6.0% 3,718 $1.6M
Confluence Wealth Services, Inc. 0.08% Add +1.3% 3,654 $1.5M
Marietta Wealth Management, LLC 0.19% No change 3,648 $1.5M
Tred Avon Family Wealth, LLC 0.53% — 3,625 $1.5M
Pine Valley Investments Ltd Liability Co 0.08% Add +1.6% 3,625 $1.5M
Westerkirk Capital Inc. 0.17% Reduce -4.0% 3,621 $1.5M
NorthCrest Asset Manangement, LLC 0.04% Reduce -0.2% 3,602 $1.5M
NJ State Employees Deferred Compensation Plan 0.17% No change 3,600 $1.5M
Citizens Financial Group Inc. 0.02% Add +3.0% 3,598 $1.5M
A4 Wealth Advisors LLC 1.27% — 3,584 $1.5M
Seeds Investor LLC 0.32% Reduce -4.2% 3,571 $1.5M
Moneta Group Investment Advisors LLC 0.01% Add +66.9% 3,568 $1.5M
Westhampton Capital, LLC 0.73% No change 3,565 $1.5M
Aspiriant, LLC 0.05% Reduce -5.5% 3,562 $1.5M
Buckley Wealth Management, LLC 0.41% Add +1.8% 3,549 $1.5M
Boyd Watterson Asset Management LLC 0.45% Reduce -8.5% 3,535 $1.5M
Paradigm Asset Management Co. LLC 0.34% No change 3,500 $1.5M
Harbor Advisors LLC 0.23% No change 3,500 $1.5M
Evergreen Capital Management LLC 0.04% Add +5.5% 3,491 $1.5M
Beverly Hills Private Wealth, LLC 0.26% Reduce -9.0% 3,454 $1.5M
Monte Financial Group, LLC 0.53% Add +3.7% 3,440 $1.5M
Harbor Capital Advisors, Inc. 0.11% Add +2.7% 3,439 $1.5M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -81.3% 3,431 $1.4M
HighPoint Advisor Group LLC 0.07% Add +10.7% 3,425 $1.4M
Glenview Trust Co 0.02% Reduce -0.1% 3,423 $1.4M
Jacobi Capital Management LLC 0.09% Add +1.1% 3,414 $1.4M
Heritage Wealth Advisors 0.06% No change 3,410 $1.4M
Krilogy Financial LLC 0.05% New 3,281 $1.4M
Tenon Financial LLC 0.73% Reduce -13.0% 3,355 $1.4M
Widmann Financial Services, Inc. 0.89% Reduce -1.1% 3,347 $1.4M
Prospera Financial Services Inc 0.02% Reduce -6.8% 3,343 $1.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.08% No change 3,343 $1.4M
Cambria Investment Management, L.P. 0.09% Reduce -31.2% 3,332 $1.4M
Holderness Investments Co. 0.29% Reduce -0.8% 3,312 $1.4M
Legal Advantage Investments, Inc. 0.63% No change 3,298 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.58% Reduce -1.1% 3,290 $1.4M
Secured Retirement Advisors, LLC 0.77% Add +10.4% 3,282 $1.4M
Compass Ion Advisors, LLC 0.13% Add +0.1% 3,255 $1.4M
Parallel Advisors, LLC 0.03% Add +6.0% 3,238 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -12.0% 3,224 $1.4M
Zacks Investment Management 0.01% Add +5.6% 3,209 $1.4M
Syon Capital LLC 0.07% Add +1.7% 3,206 $1.4M
Essex Financial Services, Inc. 0.08% Add +2.5% 3,202 $1.4M
Money Concepts Capital Corp. 0.08% Reduce -0.2% 3,200 $1.4M
Wedmont Private Capital 0.05% Add +2.2% 3,159 $1.3M
Impact Capital Partners LLC 0.40% Add +8.5% 3,165 $1.3M
St Germain D J Co. Inc. 0.05% Reduce -6.0% 3,156 $1.3M
Chicago Partners Investment Group LLC 0.03% Reduce -4.3% 3,112 $1.3M
SG Americas Securities, LLC 0.00% Reduce -98.6% 3,123 $1.3M
Advisory Resource Group 0.24% Add +13.2% 3,110 $1.3M
Sowell Financial Services LLC 0.05% Add +3.1% 3,105 $1.3M
Peddock Capital Advisors, LLC 0.28% Reduce -1.8% 3,103 $1.3M
Diversify Advisory Services, LLC 0.04% Add +12.2% 2,929 $1.3M
Elevation Point Wealth Partners, LLC 0.09% New 3,082 $1.3M
Tortoise Capital Advisors, L.L.C. 0.02% New 3,080 $1.3M
NewEdge Wealth, LLC 0.02% Add +4.9% 2,974 $1.3M
Arjuna Capital 0.32% New 3,073 $1.3M
Daymark Wealth Partners, LLC 0.04% Reduce -2.1% 3,060 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Add +0.1% 3,052 $1.3M
Integrated Wealth Concepts LLC 0.01% Reduce -18.8% 3,051 $1.3M
Everhart Financial Group, Inc. 0.13% Add +2.1% 3,036 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -5.3% 3,034 $1.3M
Lecap Asset Management Ltd. 0.44% New 3,030 $1.3M
Pines Wealth Management, LLC 0.43% Add +137.9% 3,022 $1.3M
Jennison Associates LLC 0.00% No change 3,016 $1.3M
Clark Asset Management, LLC 0.15% No change 3,016 $1.3M
Creekmur Asset Management LLC 0.21% Reduce -0.2% 3,005 $1.3M
Modern Wealth Management, LLC 0.03% Reduce -0.6% 3,001 $1.3M
Argyle Capital Management, LLC 0.44% No change 3,000 $1.3M
TruNorth Capital Management, LLC 0.25% No change 3,000 $1.3M
AXS Investments LLC 0.40% Reduce -3.1% 2,985 $1.3M
Challenger Wealth Management 0.98% Reduce -18.9% 2,979 $1.3M
EverSource Wealth Advisors, LLC 0.05% Reduce -2.7% 2,966 $1.3M
MorganRosel Wealth Management, LLC 0.32% Add +7.0% 2,963 $1.3M
Wealth Alliance, LLC 0.13% Reduce -3.6% 2,915 $1.2M
Triton Financial Group Inc 0.82% Reduce -0.1% 2,908 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +12.5% 2,904 $1.2M
First Horizon Corp. 0.06% — 2,888 $1.2M
Foster Group, Inc. 0.04% Add +0.2% 2,884 $1.2M
Ramirez Asset Management, Inc. 0.17% No change 2,874 $1.2M
AE Wealth Management LLC 0.01% Add +2.0% 2,863 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +3.5% 2,801 $1.2M
Apella Capital, LLC 0.03% Add +18.7% 2,835 $1.2M
FWG Holdings, LLC 0.51% No change 2,748 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% New 2,755 $1.2M
Aspire Growth Partners LLC 0.84% Add +0.2% 2,740 $1.2M
Haven Private, LLC 0.51% Add +1.1% 2,735 $1.2M
Baldwin Investment Management, LLC 0.13% No change 2,716 $1.1M
Calamos Advisors LLC 0.01% Reduce -0.4% 2,702 $1.1M
Corient IA LP 0.85% Reduce -62.4% 2,700 $1.1M
Heritage Trust Co 0.12% Add +0.7% 2,682 $1.1M
Lion Street Advisors, LLC 0.39% Add +55.8% 6,228 $1.1M
Gateway Investment Advisers LLC 0.01% Add +316.2% 2,668 $1.1M
Magnolia Capital Advisors LLC 0.29% Add +3.7% 2,660 $1.1M
IFP Advisors, Inc 0.03% Reduce -4.1% 2,658 $1.1M
Avantax Planning Partners, Inc. 0.03% No change 2,655 $1.1M
Morningstar Investment Management LLC 0.04% Add +41.6% 2,653 $1.1M
Notis-McConarty Edward 0.52% Reduce -7.0% 2,650 $1.1M
Jefferies Financial Group Inc. 0.01% New 2,640 $1.1M
Compound Planning, Inc. 0.04% Add +3.0% 2,637 $1.1M
Baker Ellis Asset Management LLC 0.14% New 2,631 $1.1M
Cypress Asset Management Inc. 0.25% Reduce -9.3% 2,625 $1.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% Reduce -33.4% 2,622 $1.1M
Neville Rodie & Shaw Inc. 0.08% Reduce -7.1% 2,605 $1.1M
VestGen Investment Management 0.66% Add +5.2% 2,595 $1.1M
High Net Worth Advisory Group LLC 0.26% Add +0.5% 2,584 $1.1M
Profund Advisors LLC 0.04% Reduce -18.1% 2,575 $1.1M
Rainier Family Wealth Inc. 0.97% Reduce -17.4% 2,574 $1.1M
Smith Group Asset Management, LLC 0.06% Add +1.6% 2,570 $1.1M
Griffin Asset Management, Inc. 0.12% No change 2,550 $1.1M
Ritholtz Wealth Management 0.02% Add +8.6% 2,540 $1.1M
OneAscent Investment Solutions LLC 1.13% Reduce -1.4% 2,523 $1.1M
Brooklyn Investment Group 0.14% Reduce -3.6% 2,460 $1.1M
Jackson Square Capital, LLC 0.23% Reduce -8.2% 2,504 $1.1M
First Financial Bankshares Inc 0.02% Add +1.4% 2,500 $1.1M
Shaker Investments LLC 0.42% New 2,494 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.7% 2,476 $1.0M
Portfolio Design Labs, LLC 0.18% New 2,438 $1.0M
Sfmg, LLC 0.07% No change 2,411 $1.0M
Investment House LLC 0.05% No change 2,400 $1.0M
Perigon Wealth Management, LLC 0.02% Reduce -4.3% 2,395 $1.0M
Fiduciary Alliance LLC 0.07% Reduce -0.3% 2,385 $1.0M
Blue Trust, Inc. 0.01% Reduce -21.1% 2,378 $1.0M
Ameritas Investment Partners, Inc. 0.03% Reduce -3.8% 2,374 $1.0M
Commerzbank Aktiengesellschaft 0.02% No change 2,356 $995K
Clearstead Trust, LLC 0.17% No change 2,358 $995K
Allegheny Financial Group 0.19% Reduce -0.1% 2,354 $993K
Catalyst Financial Partners LLC 0.12% Reduce -0.3% 2,328 $982K
Level Four Advisory Services, LLC 0.03% Reduce -5.5% 2,326 $981K
Equitable Holdings, Inc. 0.01% Reduce -2.3% 2,322 $980K
LGT Fund Management Co Ltd. 0.08% Reduce -5.9% 2,291 $975K
JB Capital LLC 0.04% No change 2,306 $973K
HBK Sorce Advisory LLC 0.02% Reduce -0.9% 2,297 $970K
Flagship Harbor Advisors, LLC 0.04% Add +0.0% 2,289 $966K
Premier Path Wealth Partners, LLC 0.12% Reduce -0.9% 2,276 $960K
Campbell Newman Asset Management Inc. 0.07% Add +0.5% 2,266 $956K
True North Advisors, LLC 0.15% Add +12.0% 2,266 $956K
Wealthspire Advisors, LLC 0.01% Reduce -21.9% 2,244 $947K
Essex LLC 0.17% Reduce -1.9% 2,239 $945K
Global Retirement Partners, LLC 0.02% Reduce -5.3% 2,236 $943K
Perbak Capital Partners LLP 0.17% Add +272.4% 2,231 $941K
Spirepoint Private Client, LLC 0.10% Add +5.6% 2,227 $940K
Fullcircle Wealth LLC 0.33% Reduce -1.0% 2,167 $938K
Midwest Trust Co 0.01% Add +12.7% 2,223 $938K
Nippon Life Global Investors Americas, Inc. 0.04% Reduce -14.3% 2,220 $937K
Aaron Wealth Advisors LLC 0.06% Add +62.3% 2,212 $934K
Platform Technology Partners 0.22% No change 2,211 $933K
Spinnaker Trust 0.05% Reduce -6.3% 2,211 $933K
Excalibur Management Corp. 0.34% Reduce -2.1% 2,206 $931K
Meridian Wealth Management, LLC 0.04% Add +290.6% 2,199 $928K
NorthRock Partners, LLC 0.02% Add +7.0% 2,196 $927K
Hendershot Investments Inc. 0.12% Reduce -3.4% 2,194 $926K
Kimelman & Baird, LLC 0.07% No change 2,190 $924K
Cigna Investments Inc. 0.13% No change 2,188 $923K
Keel Point, LLC 0.06% Add +1.9% 2,176 $918K
Williams Jones Wealth Management, LLC. 0.01% Reduce -4.4% 2,160 $911K
Essential Partners LLC 0.30% Reduce -6.3% 2,139 $903K
Guinness Atkinson Asset Management Inc 0.42% New 2,159 $895K
Stephens Inc. 0.01% Add +2.5% 2,104 $888K
Cullinan Associates Inc. 0.06% No change 2,100 $886K
Baron Silver Stevens Financial Advisors, LLC 0.13% Reduce -14.6% 2,095 $884K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -6.3% 2,087 $881K
AlphaCore Capital LLC 0.03% Add +9.8% 2,086 $880K
Trustmark Bank Trust Department 0.06% Add +9.1% 2,085 $880K
Center for Financial Planning, Inc. 0.09% Reduce -2.4% 2,085 $880K
Valeo Financial Advisors, LLC 0.02% No change 2,073 $875K
Sendero Wealth Management, LLC 0.10% No change 2,072 $874K
Snowden Capital Advisors LLC 0.02% Reduce -6.4% 2,069 $873K
Little House Capital LLC 0.20% Add +1.3% 2,062 $870K
First Bank & Trust 0.15% Add +4.9% 2,059 $869K
Smartleaf Asset Management LLC 0.05% Add +75.8% 2,095 $868K
Marks Group Wealth Management, Inc 0.08% Add +16.6% 2,056 $868K
Richardson Financial Services Inc. 0.54% Reduce -4.7% 2,048 $864K
Connecticut Wealth Management, LLC 0.04% Reduce -5.2% 2,038 $860K
Silverlake Wealth Management LLC 0.21% No change 2,037 $860K
Atlas Private Wealth Advisors 0.21% Reduce -50.6% 2,036 $859K
Waterloo Capital, L.P. 0.06% Reduce -2.1% 2,017 $851K
Phillips Wealth Planners LLC 0.70% Add +9.0% 1,993 $847K
Larson Financial Group LLC 0.03% Add +3.4% 1,997 $843K
Gilman Hill Asset Management, LLC 0.13% No change 1,996 $842K
Forum Financial Management, LP 0.01% Reduce -0.1% 1,991 $840K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,973 $833K
Winthrop Advisory Group LLC 0.07% Reduce -3.0% 1,969 $831K
State of Wyoming 0.09% Reduce -4.7% 1,968 $830K
MIdWestOne Financial Group, Inc. 0.10% No change 1,946 $821K
Avestar Capital, LLC 0.06% Reduce -9.0% 1,945 $821K
Whitaker-Myers Wealth Managers, LTD. 0.18% New 1,942 $819K
King Luther Capital Management Corp. 0.00% Reduce -0.3% 1,936 $817K
Fiera Capital Corp 0.00% No change 1,930 $814K
Brookstone Capital Management 0.01% Add +10.6% 1,920 $810K
Fiduciary Group, LLC 0.07% Add +23.9% 1,918 $809K
VestGen Advisors, LLC 0.03% Add +1.4% 1,901 $802K
Swmg, LLC 0.24% Add +35.0% 1,926 $801K
Americana Partners, LLC 0.02% New 1,892 $798K
Peterson Wealth Services 0.20% Add +82.2% 3,360 $798K
Checchi Capital Advisers, LLC 0.05% Reduce -6.7% 1,886 $796K
Goldstone Financial Group, LLC 0.09% Add +40.1% 1,885 $796K
West Oak Capital, LLC 0.40% No change 1,885 $795K
Fulton Bank, N.A. 0.03% Reduce -2.7% 1,885 $795K
S&co Inc. 0.05% No change 1,880 $793K
Hilltop Holdings Inc. 0.04% Add +3.7% 1,871 $789K
Personal Cfo Solutions, LLC 0.14% Reduce -0.3% 1,858 $784K
Silverberg Bernstein Capital Management LLC 0.47% No change 1,850 $781K
Continuum Advisory, LLC 0.08% Reduce -38.5% 1,845 $779K
Quadcap Wealth Management, LLC 0.09% Reduce -6.8% 1,845 $779K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +15.7% 1,844 $778K
Community Bank & Trust, Waco, Texas 0.16% Add +3.0% 1,828 $771K
Argonautica Private Wealth Management, Inc. 0.23% Reduce -4.4% 1,827 $771K
Sovereign Financial Group, Inc. 0.14% Add +0.8% 1,817 $767K
Employees Retirement System of Texas 0.01% No change 1,815 $766K
Legacy Wealth Asset Management, LLC 0.19% Add +0.4% 1,812 $765K
Courier Capital LLC 0.04% No change 1,795 $757K
Evexia Wealth LLC 0.23% Add +2.4% 1,807 $757K
Appleton Partners Inc. 0.05% Reduce -1.3% 1,786 $754K
LeClair Wealth Partners LLC 0.47% Reduce -40.9% 1,786 $754K
Acropolis Investment Management, LLC 0.04% Add +3.1% 1,719 $752K
MWA Asset Management 0.41% Add +5.8% 1,780 $751K
First Pacific Financial 0.10% Reduce -4.6% 1,779 $751K
Patron Partners, LLC 0.34% Reduce -1.3% 1,771 $747K
StoneX Group Inc. 0.03% Add +51.9% 1,763 $744K
Alesco Advisors, LLC, An ESL Co 0.02% Add +0.4% 1,745 $736K
CX Institutional 0.02% Add +15.4% 1,741 $735K
Western Financial Corp 0.32% Reduce -1.3% 1,732 $731K
Ironwood Investment Counsel, LLC 0.11% Add +2.4% 1,732 $731K
Lafayette Investments, Inc. 0.14% No change 1,722 $727K
Bedell Frazier Investment Counselling, LLC 0.15% Reduce -0.3% 1,709 $721K
Destiny Wealth Partners, LLC 0.09% No change 1,709 $721K
Zions Bancorporation, National Association 0.04% Reduce -21.1% 1,708 $721K
IFG Advisory, LLC 0.03% Reduce -0.4% 1,701 $718K
Cornerstone Advisory, LLC 0.07% Reduce -23.1% 1,698 $716K
Wescott Financial Advisory Group, LLC 0.06% Add +0.7% 1,694 $715K
McAdam, LLC 0.04% Add +12.8% 1,691 $713K
Requisite Capital Management, LLC 0.12% New 1,690 $713K
Exencial Wealth Advisors, LLC 0.02% Reduce -16.7% 1,688 $712K
Gratus Wealth Advisors, LLC 0.10% Add +0.2% 1,682 $710K
Oakworth Capital, Inc. 0.04% No change 1,682 $710K
Pinion Investment Advisors, LLC 0.19% Reduce -22.8% 1,665 $709K
Csenge Advisory Group 0.03% Reduce -56.0% 1,675 $707K
Enterprise Financial Services Corp 0.36% Reduce -0.2% 1,673 $706K
OneAscent Financial Services LLC 0.05% Reduce -17.3% 1,673 $706K
Transatlantique Private Wealth LLC 0.23% Reduce -10.2% 1,667 $703K
WBH Advisory Inc. 0.05% No change 1,667 $703K
Conning Inc. 0.02% No change 1,666 $703K
Alamea Verwaltungs GmbH 0.48% Add +17.7% 1,657 $699K
IHT Wealth Management, LLC 0.02% Add +3.7% 1,655 $698K
SeaCrest Wealth Management, LLC 0.07% Reduce -1.0% 1,636 $698K
Sage Mountain Advisors LLC 0.04% Reduce -5.4% 1,640 $692K
Hartford Financial Management Inc. 0.18% No change 1,632 $689K
Valley Wealth Managers, Inc. 0.05% Add +12.9% 1,632 $689K
OneAscent Wealth Management LLC 0.23% Add +1.5% 1,627 $686K
Inspire Advisors, LLC 0.07% Reduce -0.7% 1,624 $685K
Institute for Wealth Management, LLC. 0.07% Add +65.5% 1,615 $681K
Purkiss Capital Advisors LLC 0.33% Add +134.0% 1,610 $679K
Quantbot Technologies LP 0.02% Reduce -78.1% 1,598 $674K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -0.2% 1,595 $673K
IAM Advisory, LLC 0.15% Add +0.2% 1,567 $661K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -5.0% 1,567 $661K
PFG Investments, LLC 0.03% Add +1.8% 1,562 $659K
Fiduciary Family Office, LLC 0.19% Add +1.0% 1,550 $654K
Savvy Advisors, Inc. 0.03% Add +16.0% 1,548 $653K
Northstar Group, Inc. 0.10% Reduce -10.0% 1,547 $653K
Hanson & Doremus Investment Management 0.08% Add +1.7% 1,541 $650K
Mission Wealth Management, LP 0.01% Reduce -3.1% 1,535 $648K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.8% 1,534 $647K
Sage Private Wealth Group, LLC 0.36% Add +49.4% 1,524 $643K
Richards, Merrill & Peterson, Inc. 0.28% No change 1,520 $642K
McNamara Financial Services, Inc. 0.12% No change 1,520 $641K
Bridges Investment Management Inc. 0.01% Reduce -1.3% 1,518 $641K
TrueWealth Advisors, LLC 0.17% New 1,514 $639K
Taylor Financial Group, Inc. 0.37% No change 1,512 $638K
Firestone Capital Management 0.14% Add +0.3% 1,508 $636K
First National Trust Co 0.02% Add +0.3% 1,507 $636K
Morse Asset Management, Inc 0.13% No change 1,500 $633K
Locust Wood Capital Advisers, LLC 0.02% New 1,490 $629K
Clarendon Private LLC 0.57% Add +67.5% 1,489 $628K
Trium Capital LLP 0.25% Reduce -49.1% 1,489 $628K
Icon Wealth Advisors, LLC 0.04% Reduce -34.9% 1,486 $627K
Carnegie Investment Counsel 0.01% No change 1,485 $627K
Empower Advisory Group, LLC 0.00% Add +9.9% 1,481 $625K
Advisory Alpha, LLC 0.02% Add +44.9% 1,466 $621K
Transamerica Financial Advisors, LLC 0.05% Add +146800.0% 1,469 $620K
Cobblestone Capital Advisors LLC 0.03% No change 1,463 $617K
Sherbrooke Park Advisers LLC 0.29% Add +44.1% 1,463 $617K
Diversified Enterprises, LLC 0.04% Reduce -15.1% 1,460 $616K
Centurion Wealth Management LLC 0.14% New 1,455 $614K
Childress Capital Advisors, LLC 0.11% Add +26.7% 1,453 $613K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 1,427 $608K
Rehmann Capital Advisory Group 0.03% Reduce -7.0% 1,439 $608K
First Affirmative Financial Network 0.28% Reduce -1.7% 1,433 $604K
Cordgrass Capital Advisors, LLC 0.15% Reduce -1.4% 1,432 $604K
Perpetual Ltd 0.01% Reduce -20.9% 1,431 $604K
Palisades Hudson Asset Management, L.P. 0.22% No change 1,427 $602K
Canton Hathaway, LLC 0.12% No change 1,423 $601K
Venture Visionary Partners LLC 0.02% Add +2.6% 1,424 $601K
Contravisory Investment Management, Inc. 0.12% Add +12.0% 1,419 $599K
Kornitzer Capital Management Inc. 0.01% Reduce -37.0% 1,418 $598K
Old North State Trust, LLC 0.36% Add +20.3% 1,410 $595K
Sompo Asset Management Co., Ltd. 0.10% No change 1,410 $595K
Verdence Capital Advisors LLC 0.03% Reduce -1.7% 1,385 $593K
Quotient Wealth Partners, LLC 0.02% Add +16.8% 1,403 $592K
MTM Investment Management, LLC 0.19% No change 1,402 $592K
Gryphon Financial Partners LLC 0.07% Add +15.8% 1,391 $587K
Bath Savings Trust Co 0.06% Add +0.9% 1,378 $581K
Almanack Investment Partners, LLC. 0.09% New 1,372 $579K
Beacon Capital Management, LLC 0.08% Add +0.2% 1,362 $575K
First Citizens Bank & Trust Co. 0.01% Add +11.7% 1,361 $574K
High Probability Advisors, LLC 0.08% No change 1,360 $574K
Trilogy Capital Inc. 0.03% Add +0.1% 1,358 $573K
SVB Wealth LLC 0.03% Reduce -7.2% 1,352 $571K
Murphy Pohlad Asset Management LLC 0.22% No change 1,350 $570K
Journey Strategic Wealth LLC 0.02% Add +21.4% 1,345 $568K
Ausdal Financial Partners, Inc. 0.03% New 1,344 $567K
Pacific Sage Partners, LLC 0.09% No change 1,341 $566K
Parcion Private Wealth LLC 0.04% Reduce -0.6% 1,339 $565K
Argent Trust Co 0.02% Reduce -20.0% 1,335 $563K
Mayflower Financial Advisors, LLC 0.07% Add +0.5% 1,334 $563K
New England Capital Financial Advisors LLC 0.24% Add +0.1% 1,334 $563K
Credit Industriel Et Commercial 0.13% New 1,330 $561K
ZWJ Investment Counsel Inc. 0.02% Add +42.4% 1,330 $561K
Magnolia Capital Management Ltd. 0.43% No change 1,330 $561K
Sivia Capital Partners, LLC 0.16% Reduce -20.7% 1,321 $557K
Evercore Wealth Management, LLC 0.01% No change 1,316 $555K
Inlet Private Wealth, LLC 0.12% Add +8.5% 1,308 $552K
Wetzel Investment Advisors, Inc. 0.24% Reduce -3.4% 1,302 $549K
Aureus Asset Management, LLC 0.04% No change 1,302 $549K
Howard Capital Management, LLC 0.01% Add +2.4% 1,302 $549K
Old North State Wealth Management, LLC 0.26% Add +1.3% 1,296 $548K
Somerville Kurt F 0.09% No change 1,293 $546K
Advisors Management Group Inc. 0.10% No change 1,284 $542K
Mairs & Power Inc. 0.01% No change 1,281 $541K
Parkside Financial Bank & Trust 0.04% Add +29.1% 1,275 $538K
First Manhattan Co. Llc. 0.00% Reduce -0.4% 1,266 $534K
Fielder Capital Group LLC 0.12% Reduce -0.3% 1,260 $532K
Legacy Financial Advisors, Inc. 0.07% Reduce -1.0% 1,259 $531K
Harvest Investment Services, LLC 0.11% Reduce -8.2% 1,258 $531K
Conscious Wealth Investments, LLC 0.31% No change 1,179 $529K
Wealth Quarterback LLC 0.20% Add +0.2% 1,253 $529K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -4.1% 1,252 $528K
Integrated Investment Consultants, LLC 0.09% No change 1,251 $528K
Resurgent Financial Advisors LLC 0.26% Reduce -22.2% 1,250 $527K
Balefire, LLC 0.10% Reduce -18.3% 1,247 $526K
Farmers Trust Co. 0.09% Reduce -2.3% 1,247 $526K
Magnus Financial Group LLC 0.04% Add +1.1% 1,243 $524K
Penserra Capital Management LLC 0.01% Reduce -19.3% 1,244 $524K
Alta Advisers Ltd 0.16% No change 1,239 $523K
Bigelow Investment Advisors, LLC 0.21% Add +0.3% 1,238 $522K
Bridgefront Capital, LLC 0.15% Add +27.4% 1,235 $521K
Wbi Investments, LLC 0.13% New 1,227 $518K
Birchcreek Wealth Management, LLC 0.27% Reduce -11.7% 1,227 $518K
Florida Trust Wealth Management Co 0.01% Add +15.2% 1,223 $516K
First Financial Bank - Trust Division 0.04% No change 1,222 $516K
Pioneer Trust Bank N A 0.12% No change 1,220 $515K
Partners Capital Investment Group, LLP 0.02% No change 1,212 $511K
Element Capital Management LLC 0.72% New 1,207 $509K
Financial Insights, Inc. 0.17% Reduce -2.0% 1,202 $507K
PDS Planning, Inc 0.03% Add +3.1% 1,195 $504K
GeoWealth Management, LLC 0.02% Reduce -6.9% 1,193 $503K
Choate Investment Advisors 0.01% Reduce -29.3% 1,189 $502K
CWA Asset Management Group, LLC 0.02% Reduce -9.9% 1,187 $501K
Claro Advisors Inc. 0.07% Reduce -1.4% 1,186 $500K
RiverFront Investment Group, LLC 0.01% New 1,183 $499K
Barnett & Company, Inc. 0.39% No change 1,180 $498K
Howe & Rusling Inc. 0.03% Reduce -8.7% 1,178 $497K
Fidelis Capital Partners, LLC 0.04% Add +0.4% 1,163 $491K
George Kaiser Family Foundation 0.07% No change 1,161 $490K
Prescott Group Capital Management, L.L.C. 0.05% No change 1,161 $490K
Arcadia Wealth Management, LLC 0.19% Add +0.3% 1,161 $490K
Ameritas Advisory Services, LLC 0.03% Add +162.6% 1,158 $489K
Kercheville Advisors, LLC 0.15% No change 1,156 $488K
Berman McAleer LLC 0.07% — 1,154 $487K
Muirfield Wealth Advisors LLC 0.36% Add +6.3% 1,153 $487K
Councilmark Asset Management, LLC 0.28% No change 1,150 $485K
Evoke Wealth, LLC 0.01% Reduce -8.2% 1,149 $485K
Kesler, Norman & Wride, LLC 0.09% Reduce -51.1% 1,307 $483K
First City Capital Management, Inc. 0.26% Reduce -3.9% 1,143 $482K
Raelipskie Partnership 0.21% Reduce -8.1% 1,143 $482K
OneAscent Family Office, LLC 0.39% Reduce -3.3% 1,137 $480K
Brown Miller Wealth Management, LLC 0.14% Add +10.9% 1,132 $478K
Radnor Capital Management, LLC 0.07% No change 1,131 $477K
Boston Trust Walden Corp 0.00% No change 1,127 $476K
Norden Group LLC 0.05% Add +8.6% 1,123 $474K
L2 Asset Management, LLC 0.07% Add +12.3% 1,122 $473K
Hager Investment Management Services, LLC 0.26% New 1,121 $473K
Ballew Advisors, Inc 0.26% No change 1,112 $472K
Signature Estate & Investment Advisors LLC 0.01% Reduce -7.7% 1,116 $471K
Northside Capital Management, LLC 0.04% No change 1,115 $471K
Pettyjohn, Wood & White, Inc. 0.08% No change 1,114 $470K
First Citizens Financial Corp 0.23% Add +4.8% 1,103 $465K
Avior Wealth Management, LLC 0.01% Add +1.2% 1,101 $465K
German American Bancorp, Inc. 0.04% No change 1,100 $464K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -3.6% 1,098 $463K
Trust Point Inc. 0.04% Add +9.5% 1,097 $463K
Mutual Advisors, LLC 0.01% Reduce -7.0% 1,112 $463K
Crux Wealth Advisors 0.18% Reduce -8.2% 1,095 $462K
Pure Financial Advisors, LLC 0.01% Add +1.7% 1,092 $461K
Second Line Capital, LLC 0.09% Add +3.2% 1,086 $458K
SYM FINANCIAL Corp 0.05% Reduce -15.4% 1,080 $456K
Sunbeam Capital Management, LLC 0.28% Add +0.2% 1,073 $454K
Portside Wealth Group, LLC 0.06% Add +4.8% 1,073 $453K
West Family Investments, Inc. 0.10% Add +2.3% 1,072 $452K
Means Investment Co., Inc. 0.04% No change 1,071 $452K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.4% 1,071 $452K
Tilia Fiduciary Partners, Inc. 0.26% Reduce -20.8% 1,070 $451K
Legacy Capital Wealth Partners, LLC 0.10% New 1,063 $449K
Berry Wealth Group, LP 1.46% Reduce -58.4% 1,063 $448K
Advanced Portfolio Management, LLC 1.16% No change 1,074 $445K
Washington Trust Advisors, Inc. 0.03% Reduce -6.0% 1,052 $444K
Searle & Co. 0.12% No change 1,050 $443K
Scientech Research LLC 0.15% Reduce -53.5% 1,049 $443K
3Chopt Investment Partners, LLC 0.10% Add +3.5% 1,044 $441K
Goepper Burkhardt LLC 0.15% No change 1,042 $440K
CenterBook Partners LP 0.02% New 1,037 $438K
Grey Ledge Advisors, LLC 0.10% Reduce -3.8% 1,028 $434K
FourThought Financial Partners, LLC 0.04% Add +41.7% 1,027 $433K
Moneco Advisors, LLC 0.04% Add +0.6% 1,024 $432K
Commonwealth Retirement Investments LLC 0.15% No change 1,023 $432K
Apexium Financial, LP 0.02% Add +1.4% 1,023 $432K
Watershed Private Wealth LLC 0.14% Reduce -0.2% 1,019 $430K
Kaufman Rossin Wealth, LLC 0.23% Add +4.7% 1,016 $429K
Vista Investment Partners Ii, LLC 0.20% Add +2.6% 1,012 $427K
Hazlett, Burt & Watson, Inc. 0.15% Add +22.3% 1,015 $427K
BSW Wealth Partners 0.05% Add +18.5% 1,012 $427K
Gilliland Jeter Wealth Management LLC 0.13% No change 1,008 $425K
Blalock Williams, LLC 0.37% Add +7.5% 1,007 $425K
Headinvest, LLC 0.09% Reduce -4.8% 1,000 $422K
LBMC Investment Advisors, LLC 0.03% No change 1,000 $422K
RBF Capital, LLC 0.02% No change 1,000 $422K
Principle Wealth Partners LLC 0.02% Add +6.7% 999 $422K
Quantum Private Wealth, LLC 0.12% Add +10.6% 995 $420K
Baker Tilly Wealth Management, LLC 0.09% Add +3.9% 992 $419K
Cynosure Group, LLC 0.05% No change 992 $419K
Geneos Wealth Management Inc. 0.01% Reduce -73.4% 990 $418K
Peregrine Asset Advisers, Inc. 0.12% No change 986 $416K
Fayez Sarofim & Co 0.00% Reduce -15.6% 985 $416K
Harrington Investments, INC 0.21% Reduce -20.3% 980 $414K
Stonebridge Financial Group, LLC 0.04% Reduce -3.8% 966 $408K
Mather Group, Llc. 0.00% Add +2.7% 966 $408K
Johnson Investment Counsel Inc. 0.00% Reduce -8.6% 961 $406K
Renasant Bank 0.25% Reduce -9.8% 951 $401K
Tobias Financial Advisors, Inc. 0.06% Add +16.4% 950 $401K
Harbour Investments, Inc. 0.01% Reduce -21.1% 942 $397K
Asset Allocation Strategies LLC 0.08% Add +0.1% 938 $396K
Bayforest Capital Ltd 0.19% Add +51.2% 936 $395K
Washington Trust Bank 0.03% No change 936 $395K
Sky Investment Group LLC 0.07% No change 935 $395K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.1% 934 $394K
Marex Group Ltd 0.00% New 933 $394K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -15.9% 928 $392K
West Paces Advisors Inc. 0.08% Reduce -3.8% 925 $390K
Modera Wealth Management, LLC 0.00% Reduce -9.3% 916 $387K
One Plus One Wealth Management, LLC 0.19% No change 915 $386K
D.B. Root & Company, LLC 0.10% Reduce -0.4% 915 $386K
Tevis Investment Management 0.23% Reduce -6.0% 914 $386K
Earned Wealth Advisors, LLC 0.06% Add +1.7% 911 $385K
Great Valley Advisor Group, Inc. 0.01% Add +1.0% 911 $384K
SeaBridge Investment Advisors LLC 0.06% No change 910 $384K
RFG Advisory, LLC 0.01% Add +3.2% 904 $382K
Dakota Wealth Management 0.01% Reduce -7.7% 903 $381K
Alliance Wealth Advisors, LLC 0.19% No change 900 $380K
Liberty Wealth Management LLC 0.05% Reduce -1.2% 897 $379K
Wealth Management Associates, Inc. 0.13% Reduce -5.9% 896 $378K
Wilkins Investment Counsel Inc. 0.05% No change 893 $377K
Sterneck Capital Management, LLC 0.17% Reduce -5.3% 891 $376K
CreativeOne Wealth, LLC 0.01% Add +3.7% 890 $376K
Destination Wealth Management 0.01% Reduce -34.6% 890 $376K
Consolidated Portfolio Review Corp 0.05% Reduce -20.4% 888 $375K
Private Trust Co. NA 0.03% Add +3.0% 883 $373K
Quent Capital, LLC 0.03% Reduce -0.3% 876 $370K
Versant Capital Management, Inc 0.05% Add +5.4% 875 $369K
Court Place Advisors, LLC 0.11% No change 873 $368K
Busey Bank 0.01% Add +3.0% 871 $368K
tru Independence LLC 0.10% Add +0.2% 870 $367K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -24.7% 868 $366K
Baldwin Wealth Partners LLC 0.02% No change 866 $365K
Collective Family Office LLC 0.09% Reduce -4.6% 856 $361K
Addison Advisors LLC 0.08% Add +1.1% 855 $361K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.1% 854 $360K
Everpar Advisors LLC 0.14% Reduce -5.0% 850 $359K
Verity & Verity, LLC 0.03% No change 849 $358K
Greenspring Advisors, LLC 0.06% — 848 $358K
AdvisorNet Financial, Inc 0.02% Add +3.4% 848 $358K
Cary Street Partners Investment Advisory LLC 0.15% Add +4.1% 845 $357K
Mechanics Bank Trust Department 0.05% Add +0.1% 844 $356K
Lyell Wealth Management, LP 0.03% No change 843 $356K
Haverford Trust Co 0.00% Reduce -68.4% 843 $356K
Inscription Capital, LLC 0.04% Add +12.3% 842 $355K
Lombard Odier Asset Management (USA) Corp 0.09% New 841 $355K
Capital Investment Advisors, LLC 0.01% Add +12.2% 839 $354K
Tribridge Partners Financial LLC 0.16% No change 833 $353K
SilverOak Wealth Management LLC 0.06% No change 834 $352K
Mach-1 Financial Group, LLC 0.06% Reduce -13.0% 833 $351K
Integrity Advisory Solutions, LLC 0.06% — 833 $351K
Procyon Advisors, LLC 0.02% Add +33.9% 830 $350K
CVA Family Office, LLC 0.04% Reduce -0.5% 829 $350K
Formidable Asset Management, LLC 0.06% No change 798 $349K
Hall Laurie J Trustee 0.11% Reduce -15.4% 825 $348K
Leelyn Smith, LLC 0.05% New 822 $347K
Paladin Advisory Group, LLC 0.27% Reduce -32.0% 815 $344K
Stock Yards Bank & Trust Co. 0.01% Add +6.3% 814 $343K
Nordwand Advisors, LLC 0.05% No change 814 $343K
Parr McKnight Wealth Management Group, LLC 0.05% No change 814 $343K
Financial Management Professionals, Inc. 0.04% Add +0.9% 813 $343K
Balboa Wealth Partners 0.06% Reduce -24.4% 810 $342K
Capital Advisors Wealth Management, LLC 0.05% Add +0.3% 807 $341K
Independent Financial Group, LLC 0.01% Reduce -3.0% 807 $341K
Voya Financial Advisors, Inc. 0.03% Reduce -13.8% 820 $340K
Gibson Capital, LLC 0.06% New 805 $340K
Fractal Investments LLC 0.05% No change 800 $338K
Main Street Financial Solutions, LLC 0.02% Add +16.8% 800 $338K
Impact Investors, Inc 0.22% Add +0.1% 798 $337K
SPC Financial, Inc. 0.03% Reduce -1.2% 794 $335K
Strategy Asset Managers LLC 0.06% Reduce -68.6% 792 $334K
Balyasny Asset Management L.P. 0.00% Reduce -98.5% 788 $333K
North Capital, Inc. 0.26% Add +0.6% 786 $332K
Cim, LLC 0.04% No change 785 $331K
Field & Main Bank 0.10% Add +243.4% 783 $330K
Centaurus Financial, Inc. 0.02% Add +2.8% 783 $330K
Noble Family Wealth, LLC 0.07% No change 780 $329K
Badgley Phelps Wealth Managers, LLC 0.01% No change 780 $329K
Carr Financial Group Corp 0.09% Add +9.9% 778 $328K
Old Port Advisors 0.08% Add +3.2% 778 $328K
Bank of Marin 0.23% No change 767 $324K
Scissortail Wealth Management, LLC 0.07% No change 767 $324K
Prelude Capital Management, LLC 0.03% Reduce -12.3% 767 $324K
Douglas Lane & Associates, LLC 0.00% Reduce -17.0% 767 $324K
Optimize Financial Inc. 0.17% Add +19.2% 764 $322K
Buska Wealth Management, LLC 0.10% Add +0.4% 764 $322K
YHB Investment Advisors, Inc. 0.02% Add +0.5% 764 $322K
Abacus Planning Group, Inc. 0.04% Reduce -1.0% 759 $320K
Counterpoint Mutual Funds LLC 0.03% Add +12.5% 756 $319K
Advyzon Investment Management, LLC 0.05% Reduce -24.8% 754 $318K
Trust Co. of Toledo NA 0.03% New 750 $316K
Clarius Group, LLC 0.02% Reduce -25.8% 748 $316K
Segment Wealth Management, LLC 0.02% No change 747 $315K
Maple Capital Management, Inc. 0.02% Reduce -1.3% 746 $315K
Belpointe Asset Management LLC 0.01% Add +0.4% 746 $315K
Essential Planning, LLC. 0.11% No change 738 $311K
Hancock Whitney Corp. 0.01% Reduce -26.2% 736 $311K
Moss Adams Wealth Advisors LLC 0.02% Add +1.1% 734 $310K
Relyea Zuckerberg Hanson LLC 0.03% No change 733 $309K
Keyes, Stange & Wooten Wealth Management, LLC 0.15% Reduce -7.1% 732 $309K
Everett Harris & Co. 0.00% No change 732 $309K
Horizon Family Wealth, Inc. 0.18% Add +0.6% 731 $308K
Tactive Advisors, LLC 0.09% Reduce -2.7% 730 $308K
WASHINGTON TRUST Co 0.01% No change 725 $306K
UNIVEST FINANCIAL Corp 0.02% No change 720 $304K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 719 $303K
Shufro Rose & Co. LLC 0.03% No change 900 $303K
Atticus Wealth Management, LLC 0.08% Add +53.2% 717 $303K
EPG Wealth Management LLC 0.08% No change 716 $302K
Pembroke Management, LTD 0.03% Add +3.0% 715 $302K
GAM Holding AG 0.02% New 714 $301K
Bell Bank 0.01% No change 708 $299K
Gallacher Capital Management LLC 0.12% New 706 $298K
United Advisor Group, LLC 0.04% Reduce -15.5% 702 $296K
bLong Financial, LLC 0.21% Reduce -41.7% 700 $295K
Compass Wealth Management LLC 0.07% No change 700 $295K
Atwood & Palmer Inc. 0.02% No change 700 $295K
HCR Wealth Advisors 0.03% Reduce -0.3% 695 $294K
Uniting Wealth Partners, LLC 0.07% New 697 $294K
Ninety One SA (Pty) Ltd 0.01% No change 702 $294K
SevenBridge Financial Group, LLC 0.05% Reduce -29.8% 692 $292K
Four Tree Island Advisory LLC 0.18% No change 687 $290K
Stonebridge Capital Advisors LLC 0.02% Reduce -8.0% 682 $288K
American Trust 0.02% Add +3.0% 680 $287K
Ifrah Financial Services, Inc. 0.07% Reduce -1.2% 678 $286K
Wealth Preservation Advisors, LLC 0.17% No change 676 $285K
Bridgewater Advisors Inc. 0.02% Add +3.7% 670 $285K
Virtue Capital Management, LLC 0.05% Reduce -64.9% 430 $284K
KMG Fiduciary Partners, LLC 0.02% No change 673 $284K
Marathon Strategic Advisors, LLC 0.23% No change 671 $283K
Heritage Financial Services, LLC 0.03% Reduce -5.8% 669 $282K
Nwam LLC 0.02% Reduce -44.2% 674 $282K
TRUE Private Wealth Advisors 0.03% No change 666 $281K
First Foundation Advisors 0.01% Add +0.1% 666 $281K
American Institute for Advanced Investment Management, LLP 0.18% No change 665 $281K
Resonant Capital Advisors, LLC 0.02% Reduce -6.6% 665 $281K
Walleye Trading LLC 0.00% New 664 $280K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -1.5% 660 $278K
Cooper Financial Group 0.03% New 655 $276K
LWM Advisory Services, LLC 0.16% Reduce -1.5% 650 $276K
Philip James Wealth Mangement, LLC 0.03% Reduce -6.0% 652 $275K
Cromwell Holdings LLC 0.15% No change 651 $275K
Advisor OS, LLC 0.02% Reduce -12.3% 650 $274K
Citizens Business Bank 0.05% New 647 $273K
Baker Avenue Asset Management, LP 0.01% Add +29.4% 643 $271K
MTM Financial Group, LLC 0.13% No change 640 $270K
Five Oceans Advisors 0.10% Reduce -2.7% 640 $270K
Aster Capital Management (DIFC) Ltd 0.14% New 639 $270K
Plancorp, LLC 0.01% Add +0.8% 638 $269K
Quantum Financial Advisors, LLC 0.03% No change 637 $269K
Smithfield Trust Co 0.01% No change 640 $268K
Athena Investment Management 0.14% No change 633 $267K
Archer Investment Corp 0.06% No change 632 $267K
Millstone Evans Group, LLC 0.17% No change 632 $267K
Joel Isaacson & Co., LLC 0.01% No change 631 $266K
Patton Fund Management, Inc. 0.05% New 629 $265K
Avantra Family Wealth, Inc. 0.20% Reduce -10.2% 628 $265K
Crew Capital Management, Ltd 0.18% No change 628 $265K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -75.7% 628 $265K
Allegiance Financial Group Advisory Services LLC 0.06% Reduce -1.4% 627 $265K
American National Bank of Texas 0.25% — 625 $264K
Genesee Capital Advisors, LLC 0.11% No change 621 $262K
Cove Private Wealth, LLC 0.08% No change 621 $262K
Pinkerton Wealth, LLC 0.03% Reduce -4.6% 620 $262K
Private Wealth Partners, LLC 0.02% Add +22.8% 620 $262K
Simmons Bank 0.02% Reduce -13.2% 620 $262K
Oarsman Capital, Inc. 0.04% No change 617 $260K
Meridian Financial Partners LLC 0.11% No change 609 $260K
CYBER HORNET ETFs LLC 0.17% Add +3.2% 614 $259K
MJP Associates Inc. 0.03% Reduce -11.6% 610 $257K
First National Bank of Omaha 0.02% Reduce -8.3% 610 $257K
Certified Advisory Corp 0.02% Add +2.2% 609 $257K
Seven Mile Advisory 0.04% New 609 $257K
Koshinski Asset Management, Inc. 0.02% Add +5.0% 608 $257K
Mosaic Family Wealth Partners, LLC 0.03% Add +0.2% 619 $257K
Alpha Family Trust 0.12% No change 605 $255K
Thomasville National Bank 0.02% No change 602 $254K
Tradition Wealth Management, LLC 0.02% Add +0.2% 601 $254K
Cornerstone Wealth Group, LLC 0.02% Reduce -0.3% 600 $253K
Freemont Management S.A. 0.20% Reduce -88.7% 600 $253K
Duncker Streett & Co. Inc. 0.04% No change 600 $253K
Hudock, Inc. 0.04% No change 600 $253K
Hemenway Trust Co LLC 0.02% No change 600 $253K
Berkeley Capital Partners, LLC 0.06% Add +0.2% 599 $253K
Eastern Bank 0.00% No change 597 $252K
Kathmere Capital Management, LLC 0.02% Add +19.1% 593 $250K
Ellevest, Inc. 0.04% New 592 $250K
Saxony Capital Management, LLC 0.16% No change 590 $249K
Waddell & Associates, LLC 0.02% Add +1.4% 585 $247K
World Equity Group, Inc. 0.06% Add +0.9% 584 $246K
Triangle Securities Wealth Management 0.06% Reduce -34.9% 583 $246K
Flynn Zito Capital Management, LLC 0.09% No change 582 $246K
Westfuller Advisors, LLC 0.11% New 580 $245K
Kooman & Associates 0.08% Reduce -0.3% 577 $243K
Great Waters Wealth Management 0.03% Reduce -1.9% 576 $243K
New England Research & Management, Inc. 0.11% New 575 $243K
Falcon Wealth Planning 0.02% Add +0.9% 575 $243K
Equitable Trust Co. 0.01% No change 575 $243K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -17.5% 574 $242K
Foster & Motley Inc. 0.01% No change 570 $241K
Rwa Wealth Partners, LLC 0.00% Add +0.5% 567 $239K
Sentry Investment Management LLC 0.16% Reduce -19.2% 561 $239K
Braun-Bostich & Associates Inc. 0.15% Add +1.6% 566 $239K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -5.8% 565 $238K
Wendell David Associates Inc. 0.02% Reduce -2.8% 565 $238K
Fortress Financial Group, LLC 0.18% No change 564 $238K
Naples Global Advisors, LLC 0.02% No change 562 $237K
Olympiad Research LP 0.33% Reduce -9.5% 561 $237K
North Star Investment Management Corp. 0.02% Add +0.2% 561 $237K
GTS Securities LLC 0.01% Reduce -3.3% 560 $236K
First National Corp. /Ma/ 0.04% Reduce -17.6% 554 $236K
Heartwood Wealth Advisors LLC 0.02% No change 558 $235K
McKinley Carter Wealth Services, Inc. 0.01% Add +1.3% 557 $235K
Intrust Bank NA 0.02% No change 557 $235K
Northstar Advisory Group, LLC 0.10% Reduce -79.9% 555 $234K
1248 Management, LLC 0.13% No change 553 $233K
LGL Partners, LLC 0.10% No change 551 $233K
LVM Capital Management Ltd. 0.02% No change 550 $232K
Carson Advisory Inc. 0.12% Reduce -2.3% 546 $230K
Pekin Hardy Strauss, Inc. 0.02% Add +9.2% 546 $230K
Ingalls & Snyder LLC 0.01% Reduce -2.5% 544 $230K
Van Cleef Asset Management,Inc 0.02% No change 545 $230K
21 West Wealth Management LLC 0.22% No change 543 $229K
Baker Boyer National Bank 0.08% Add +16.1% 541 $228K
XTX Topco Ltd 0.01% New 541 $228K
Roman Butler Fullerton & Co. 0.06% Reduce -0.7% 533 $228K
May Hill Capital, LLC 0.07% Add +3.9% 539 $227K
MQS Management LLC 0.13% New 537 $227K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -39.5% 537 $227K
Capital Insight Partners, LLC 0.04% No change 536 $226K
Independent Wealth Network Inc. 0.07% No change 535 $226K
Forum Private Client Group LLC 0.08% No change 534 $225K
First National Advisers, LLC 0.03% Reduce -0.7% 533 $225K
Northwest Wealth Management, LLC 0.04% No change 532 $224K
Genesis Private Wealth, LLC 0.09% Reduce -3.8% 530 $224K
AlTi Global, Inc. 0.01% Reduce -11.7% 528 $223K
Horizon Investment Services, LLC 0.08% No change 527 $222K
Intrepid Capital Management Inc. 0.11% Reduce -8.1% 525 $222K
Heritage Wealth Management, Inc. 0.07% Reduce -7.9% 525 $222K
Logan Capital Management Inc. 0.01% No change 523 $221K
ShankerValleau Wealth Advisors, Inc. 0.06% Reduce -0.4% 523 $221K
Woodmont Investment Counsel LLC 0.01% No change 523 $221K
Blue Chip Partners, LLC 0.02% Reduce -10.8% 523 $220K
Acorn Wealth Advisors, LLC 0.07% Reduce -0.2% 521 $220K
Schnieders Capital Management, Llc. 0.04% — 519 $219K
Optas, LLC 0.04% New 517 $218K
TCI Wealth Advisors, Inc. 0.01% Add +7.3% 517 $218K
NovaPoint Capital, LLC 0.05% New 515 $217K
Westwood Holdings Group Inc. 0.00% Reduce -2.6% 515 $217K
MCF Advisors LLC 0.01% Add +2.2% 511 $216K
Cottage Street Advisors LLC 0.09% No change 511 $216K
Pacifica Partners Inc. 0.08% No change 507 $216K
Gladwyn Financial Advisors, Inc. 0.15% Add +0.4% 509 $215K
Tritonpoint Wealth, LLC 0.02% Add +0.6% 508 $215K
Hudson Capital Management LLC 0.06% No change 508 $214K
Sovran Advisors, LLC 0.02% Reduce -7.3% 480 $214K
Ackerman Capital Advisors, LLC 0.04% No change 507 $214K
Aigen Investment Management, LP 0.03% New 502 $212K
Townsquare Capital LLC 0.03% Reduce -70.9% 502 $212K
Prairie Wealth Advisors, Inc. 0.09% No change 500 $211K
Goelzer Investment Management, Inc. 0.01% No change 500 $211K
TPG Financial Advisors, LLC 0.08% Reduce -5.0% 499 $211K
Avidian Wealth Enterprises, LLC 0.01% Add +2.5% 498 $210K
Ibex Wealth Advisors 0.02% Reduce -1.6% 498 $210K
Wealthstar Advisors, LLC 0.08% No change 498 $210K
Clifford Group, LLC 0.16% No change 497 $210K
Ewa, LLC 0.06% Add +0.2% 496 $209K
Aft, Forsyth & Company, Inc. 0.10% No change 495 $209K
Petros Family Wealth, LLC 0.17% New 491 $207K
Jacobsen Capital Management 0.07% No change 491 $207K
CoreCap Advisors, LLC 0.01% Reduce -1.2% 491 $207K
ELCO Management Co., LLC 0.11% No change 490 $207K
Maridea Wealth Management LLC 0.03% New 494 $207K
Angeles Wealth Management, LLC 0.01% Add +4.7% 487 $206K
Prosperity Wealth Management, Inc. 0.07% Reduce -0.8% 487 $205K
Smith, Moore & Co. 0.02% Add +4.1% 487 $205K
Grant Private Wealth Management Inc 0.13% New 485 $205K
Aprio Wealth Management, LLC 0.02% New 485 $205K
Rothschild Investment LLC 0.01% Reduce -0.2% 485 $205K
Meadow Creek Wealth Advisors LLC 0.14% Reduce -16.6% 492 $205K
Atlanta Consulting Group Advisors, LLC 0.05% New 483 $204K
Oregon Pacific Wealth Management, LLC 0.18% No change 480 $203K
Hoxton Planning & Management, LLC 0.07% Add +4.1% 480 $203K
Wedge Capital Management L L P 0.00% Reduce -2.6% 480 $203K
Simplicity Wealth,LLC 0.01% New 477 $201K
Unique Wealth, LLC 0.03% Reduce -22.9% 475 $200K
Newman Dignan & Sheerar, Inc. 0.04% No change 475 $200K
Revolve Wealth Partners, LLC 0.02% Add +0.6% 475 $200K
Arlington Trust Co LLC 0.03% No change 443 $187K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $183K
GoalVest Advisory LLC 0.04% No change 430 $181K
Texas Capital Bancshares Inc 0.07% Reduce -81.4% 420 $177K
Hemington Wealth Management 0.02% Add +3.3% 412 $174K
Bangor Savings Bank 0.01% No change 400 $169K
Global Wealth Strategies & Associates 0.04% No change 395 $167K
Bartlett & Co. Wealth Management LLC 0.00% Add +3.7% 395 $167K
Gables Capital Management Inc. 0.07% No change 391 $165K
Westpac Banking Corp. 0.01% Reduce -6.5% 389 $164K
Summit Securities Group LLC 0.05% Add +156.0% 384 $162K
Tortoise Investment Management, LLC 0.01% Reduce -0.5% 375 $158K
Anchor Investment Management, LLC 0.01% Add +12.6% 358 $151K
GW&K Investment Management, LLC 0.00% Reduce -0.6% 355 $150K
City State Bank 0.04% No change 346 $146K
Aventura Private Wealth, LLC 0.05% Add +83.3% 330 $139K
First United Bank & Trust 0.04% Add +7.4% 321 $135K
Rossby Financial, LCC 0.04% Reduce -11.7% 317 $135K
DiNuzzo Private Wealth, Inc. 0.02% No change 324 $135K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +14.6% 315 $133K
AdvisorShares Investments LLC 0.02% Add +156.1% 315 $133K
Evergreen Private Wealth LLC 0.05% Reduce -6.0% 311 $131K
Sound Income Strategies, LLC 0.01% Add +35.1% 308 $129K
GHP Investment Advisors, Inc. 0.01% No change 305 $129K
Cape Investment Advisory, Inc. 0.12% Add +3.1% 298 $126K
American National Bank & Trust 0.01% Add +4.2% 297 $125K
Harbor Investment Advisory, LLC 0.01% No change 284 $120K
Steigerwald, Gordon & Koch Inc. 0.01% New 281 $119K
Salomon & Ludwin, LLC 0.01% Add +78.2% 278 $118K
TFC Financial Management, Inc. 0.01% No change 277 $117K
Plante Moran Financial Advisors, LLC 0.01% Add +2.6% 277 $117K
First Command Advisory Services, Inc. 0.00% Reduce -15.3% 276 $116K
Sunbelt Securities, Inc. 0.01% Add +29.1% 275 $116K
Root Financial Partners, LLC 0.01% New 265 $112K
Crewe Advisors LLC 0.01% New 263 $111K
ORG Partners LLC 0.02% Add +47.2% 262 $111K
Motco 0.01% Add +5.0% 254 $107K
Asset Dedication, LLC 0.01% Reduce -4.6% 251 $106K
Caitlin John, LLC 0.07% New 249 $105K
Westside Investment Management, Inc. 0.02% Add +69.0% 240 $102K
Manchester Capital Management LLC 0.01% Reduce -85.5% 234 $99K
Hopwood Financial Services, Inc. 0.07% Reduce -9.7% 234 $99K
Pingora Partners LLC 0.06% No change 230 $97K
Financial Perspectives, Inc 0.03% No change 225 $95K
LRI Investments, LLC 0.01% Reduce -0.1% 40,242 $94K
Abound Wealth Management 0.02% Reduce -2.2% 218 $92K
Foster Dykema Cabot & Partners, LLC 0.01% No change 216 $91K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +1135.3% 210 $87K
PFS Partners, LLC 0.04% No change 206 $87K
Covestor Ltd 0.05% Add +2.5% 205 $87K
Karani Asset Management LLC 0.07% No change 200 $84K
Financially Speaking Inc 0.06% No change 200 $84K
Vermillion & White Wealth Management Group, LLC 0.05% No change 200 $84K
Crews Bank & Trust 0.01% No change 200 $84K
Peoples Financial Services Corp. 0.04% No change 200 $84K
MV Capital Management, Inc. 0.01% No change 196 $83K
Capital Analysts, LLC 0.00% Reduce -3.5% 191 $81K
Rise Advisors, LLC 0.03% Add +2.1% 191 $80K
SouthState Bank Corp 0.00% Reduce -41.5% 189 $80K
Toth Financial Advisory Corp. 0.01% No change 186 $78K
Capital Advisors, Ltd. LLC 0.01% No change 186 $78K
Pinnacle Bancorp, Inc. 0.02% No change 184 $78K
Farmers & Merchants Investments Inc. 0.00% No change 183 $77K
General Partner, Inc. 0.04% No change 182 $77K
Lanark Financial, Inc. 0.01% Reduce -9.0% 182 $77K
Indiana Trust & Investment Management Co 0.02% No change 179 $76K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +111.0% 173 $73K
Trust Co. of Vermont 0.00% No change 173 $73K
Bell Investment Advisors, Inc 0.01% Add +0.6% 172 $73K
Knuff & Co LLC 0.02% No change 167 $70K
WPG Advisers, LLC 0.05% Reduce -9.8% 166 $70K
Community Bank, N.A. 0.01% No change 158 $67K
Medallion Wealth Advisors, LLC 0.02% Reduce -1.9% 157 $66K
HHM Wealth Advisors, LLC 0.01% Reduce -5.5% 156 $66K
Pinney & Scofield, Inc. 0.04% No change 150 $63K
Davis Capital Management 0.04% — 145 $61K
JNBA Financial Advisors 0.01% No change 140 $59K
CBIZ Investment Advisory Services, LLC 0.00% No change 139 $59K
Bollard Group LLC 0.00% No change 137 $58K
Old Second National Bank of Aurora 0.01% No change 135 $57K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 135 $57K
Johnson Financial Group, Inc. 0.00% New 134 $57K
JFS Wealth Advisors, LLC 0.00% Reduce -7.1% 131 $55K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 125 $53K
McIlrath & Eck, LLC 0.01% No change 125 $53K
Fortitude Family Office, LLC 0.01% No change 124 $52K
Private Wealth Asset Management, LLC 0.01% No change 124 $52K
BankPlus Trust Department 0.01% No change 123 $52K
Rosenberg Matthew Hamilton 0.01% Reduce -36.5% 122 $51K
Godsey & Gibb, Inc. 0.00% No change 120 $51K
Barrett & Company, Inc. 0.02% No change 120 $51K
DHJJ Financial Advisors, Ltd. 0.02% No change 115 $49K
Private Wealth Management Group, LLC 0.01% Add +105.5% 113 $48K
Key Financial Inc 0.01% Add +833.3% 112 $48K
Dagco, Inc. 0.01% No change 110 $46K
Legacy Wealth Managment, LLC 0.02% Reduce -83.0% 107 $45K
Hantz Financial Services, Inc. 0.00% Add +58.2% 106 $45K
Halbert Hargrove Global Advisors, LLC 0.00% Add +34.2% 102 $43K
Delta Asset Management LLC 0.00% Reduce -1.0% 102 $43K
KERR FINANCIAL PLANNING Corp 0.06% — 102 $42K
Flagship Wealth Advisors, LLC 0.01% No change 100 $42K
Pittenger & Anderson Inc. 0.00% No change 100 $42K
Piscataqua Savings Bank 0.03% No change 100 $42K
Golden State Wealth Management, LLC 0.00% No change 99 $42K
Tradewinds Capital Management, LLC 0.01% No change 95 $40K
DT Investment Partners, LLC 0.00% No change 92 $39K
Clean Yield Group 0.01% No change 92 $39K
Virtus Advisers, LLC 0.02% Reduce -89.8% 91 $38K
True Wealth Design, LLC 0.01% Add +15.4% 90 $38K
Highline Wealth Partners LLC 0.01% Add +9.5% 81 $34K
Glen Eagle Advisors, LLC 0.00% No change 80 $34K
Maryland Capital Advisors Inc. 0.01% No change 80 $34K
JPL Wealth Management, LLC 0.01% New 77 $32K
United Community Bank 0.01% Add +134.4% 75 $32K
Sachetta, LLC 0.01% No change 74 $31K
GPS Wealth Strategies Group, LLC 0.00% Reduce -38.3% 71 $30K
WFA Asset Management Corp 0.02% No change 74 $29K
Activest Wealth Management 0.01% Add +47.8% 68 $29K
Bogart Wealth, LLC 0.00% Add +4.6% 68 $29K
Horizon Financial Services, LLC 0.01% Add +116.7% 65 $27K
Icon Advisers Inc. 0.01% No change 60 $25K
Raffa Wealth Management, LLC 0.00% Add +7.1% 60 $25K
Financial Consulate, Inc. 0.00% New 60 $25K
TCTC Holdings, LLC 0.00% No change 58 $24K
Essex Investment Management Co. LLC 0.00% Reduce -29.6% 57 $24K
Coastline Trust Co 0.00% No change 57 $24K
Solstein Capital, LLC 0.01% No change 56 $24K
Red Tortoise LLC 0.01% No change 54 $23K
Creative Capital Management Investments LLC 0.01% No change 51 $22K
Prestige Wealth Management Group LLC 0.00% No change 50 $21K
Avion Wealth 0.00% Reduce -8.9% 51 $21K
Palisade Asset Management, LLC 0.00% New 48 $20K
Barnes Dennig Private Wealth Management LLC 0.02% No change 48 $20K
Howard Hughes Medical Institute 0.01% No change 48 $20K
NFSG Corp 0.00% No change 47 $20K
1620 Investment Advisors, Inc. 0.01% No change 46 $19K
Princeton Global Asset Management LLC 0.00% No change 43 $18K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -8.7% 42 $18K
Hughes Financial Services, LLC 0.00% Reduce -2.4% 40 $17K
Creative Financial Designs Inc. 0.00% No change 41 $17K
Silicon Valley Capital Partners 0.00% New 39 $16K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 38 $16K
Aspect Partners, LLC 0.01% Add +11.8% 38 $16K
Financial Network Wealth Advisors LLC 0.02% Add +16.1% 36 $15K
Eukles Asset Management 0.01% No change 35 $15K
Albion Financial Group 0.00% No change 35 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 34 $14K
Park Place Capital Corp 0.00% No change 34 $14K
Truvestments Capital LLC 0.00% New 32 $14K
Citizens National Bank Trust Department 0.00% No change 32 $14K
Measured Wealth Private Client Group, LLC 0.00% New 31 $13K
Coston, McIsaac & Partners 0.00% No change 33 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -11.8% 30 $13K
IMG Wealth Management, Inc. 0.01% No change 30 $13K
Main Street Group, LTD 0.00% New 30 $13K
TD Capital Management LLC 0.00% No change 28 $12K
Binnacle Investments Inc 0.01% No change 28 $12K
Strategic Wealth Partners, Ltd. 0.00% Reduce -97.2% 28 $12K
Dunhill Financial, LLC 0.00% Add +3.7% 28 $12K
Armstrong Advisory Group, Inc. 0.00% Reduce -12.9% 27 $11K
Ameriflex Group, Inc. 0.00% Reduce -60.6% 26 $11K
Marquette Asset Management, LLC 0.00% New 26 $11K
Caldwell Sutter Capital, Inc. 0.00% No change 25 $11K
Costello Asset Management, INC 0.00% No change 25 $11K
FWL Investment Management, LLC 0.00% New 25 $11K
Physician Wealth Advisors, Inc. 0.00% Add +19.1% 25 $11K
Alerus Financial NA 0.00% New 25 $11K
Guerra Advisors Inc 0.00% New 24 $10K
REAP Financial Group, LLC 0.00% New 24 $10K
Cloud Capital Management, LLC 0.01% New 24 $10K
Bare Financial Services, Inc 0.00% Add +15.8% 22 $9K
Hollencrest Capital Management 0.00% No change 22 $9K
Cedar Wealth Management, LLC 0.00% No change 21 $9K
Redmont Wealth Advisors LLC 0.01% No change 20 $8K
Roble, Belko & Company, Inc 0.00% New 20 $8K
Wealth Watch Advisors, INC 0.00% New 18 $8K
Rakuten Securities, Inc. 0.00% Add +157.1% 18 $8K
Country Trust Bank 0.00% Add +50.0% 18 $8K
United Financial Planning Group LLC 0.00% — 17 $7K
Kilter Group LLC 0.00% No change 16 $7K
Quarry LP 0.00% Reduce -96.9% 16 $7K
LGT Financial Advisors LLC 0.01% No change 15 $7K
Elevation Wealth Partners, LLC 0.00% New 15 $6K
Tsfg, LLC 0.00% No change 15 $6K
Graney & King, LLC 0.00% No change 14 $6K
Principia Wealth Advisory, LLC 0.00% No change 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% No change 13 $5K
Orion Capital Management LLC 0.00% No change 13 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 13 $5K
S&T Bank 0.00% Add +50.0% 12 $5K
Vermillion Wealth Management, Inc. 0.00% New 12 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +33.3% 12 $5K
Broadwater Capital Management LLC 0.00% Reduce -99.8% 11 $5K
Fairscale Capital, LLC 0.00% No change 11 $5K
Reyes Financial Architecture, Inc. 0.00% No change 10 $4K
Retirement Wealth Solutions LLC 0.00% Add +25.0% 10 $4K
Webster Bank, N. A. 0.00% No change 10 $4K
Altshuler Shaham Ltd 0.00% No change 10 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +11.1% 10 $4K
Cornerstone Planning Group LLC 0.00% Add +519.0% 978 $4K
Valued Wealth Advisors LLC 0.00% No change 9 $4K
Grey Fox Wealth Advisors, LLC 0.00% New 9 $4K
Cedar Mountain Advisors, LLC 0.00% New 9 $4K
Turning Point Benefit Group, Inc. 0.00% New 8 $3K
Core Alternative Capital 0.00% No change 8 $3K
Rialto Wealth Management, LLC 0.00% Add +14.3% 8 $3K
Ancora Advisors LLC 0.00% No change 8 $3K
Ogorek Anthony Joseph /NY/ 0.00% Add +14.3% 8 $3K
Dogwood Wealth Management LLC 0.00% Reduce -56.3% 7 $3K
SOA Wealth Advisors, LLC. 0.00% No change 7 $3K
SJS Investment Consulting Inc. 0.00% No change 7 $3K
Nova Wealth Management, Inc. 0.00% No change 7 $3K
American Capital Advisory, LLC 0.00% No change 6 $3K
Kennebec Savings Bank 0.00% No change 5 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Painted Porch Advisors LLC 0.00% No change 5 $2K
Quaker Wealth Management, LLC 0.00% No change 5 $2K
Murphy & Mullick Capital Management Corp 0.00% New 4 $2K
HFM Investment Advisors, LLC 0.00% No change 4 $2K
Seneschal Advisors, LLC 0.00% New 3 $1K
PEAK6 LLC 0.00% Add +50.0% 3 $1K
Centerpoint Advisors, LLC 0.00% No change 2 $1K
DecisionPoint Financial, LLC 0.00% No change 2 $851
Redwood Park Advisors LLC 0.00% No change 2 $844
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $844
High Note Wealth, LLC 0.00% New 2 $844
IMA Advisory Services, Inc. 0.00% No change 2 $844
Chilton Capital Management LLC 0.00% No change 2 $844
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $422
Stone House Investment Management, LLC 0.00% New 1 $422
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -97.6% 1 $421

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