Universal Health Services-BUHS

13F holders, Q4 2024 (December 31)
602holders −17
65new positions
108sold out
10famous investors
$179.49avg. 13F price*

At the end of Q4 2024, 602 institutions reported holding Universal Health Services-B (UHS) in their 13F filings, down 17 from Q3 2024. 65 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($897.4M) and First Eagle Investment Management, LLC ($838.8M). 10 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Universal Health Services-B
Sector
Health Care
CUSIP
913903100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 496Q1 2024Q2 2024: 531Q2 2024Q3 2024: 619Q3 2024Q4 2024: 602Q4 2024Q1 2025: 618Q1 2025Q2 2025: 622Q2 2025Q3 2025: 631Q3 2025Q4 2025: 689Q4 2025Q1 2026: 656Q1 2026Q2 2026: 596Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions65$122.5M
Exits108$240.6M

All 13F filers, Q3 2024 → Q4 2024: 4,695,286 shares bought and 4,550,654 shares sold, net +144,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 602 holders

Vanguard Group Inc. 0.02% Reduce -1.0% 7,080,303 $1.3B
BlackRock, Inc. 0.02% Add +2.6% 5,001,906 $897.4M
First Eagle Investment Management, LLC 1.88% Add +0.9% 4,675,182 $838.8M
State Street Corp. 0.02% Reduce -0.7% 2,704,217 $485.2M
FMR LLC 0.02% Reduce -17.9% 2,320,197 $416.3M
Geode Capital Management, LLC 0.02% Add +3.1% 1,713,572 $306.8M
Citadel Advisors 0.22% Reduce -7.8% 1,297,752 $232.8M
Arrowstreet Capital, Limited Partnership 0.18% Reduce -0.1% 1,285,793 $230.7M
Invesco Ltd. 0.04% Add +25.6% 1,241,340 $222.7M
Goldman Sachs Group Inc. 0.04% Reduce -10.1% 1,185,641 $212.7M
Dimensional Fund Advisors LP 0.05% Reduce -3.7% 1,139,601 $204.5M
JPMorgan Chase & Co. 0.02% Reduce -6.1% 1,124,654 $201.8M
Massachusetts Financial Services Co. 0.05% Reduce -22.1% 928,181 $166.5M
Glenview Capital Management, LLC 3.99% Add +19.9% 879,298 $157.8M
LSV Asset Management 0.35% Reduce -3.3% 847,651 $152.1M
Millennium Management 0.11% Reduce -20.1% 697,006 $125.1M
American Century Companies Inc. 0.06% Add +4.7% 624,143 $112.0M
Northern Trust Corp. 0.02% Add +7.6% 596,280 $107.0M
AQR Capital Management 0.14% Add +59.4% 590,389 $105.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.1% 584,743 $104.9M
Morgan Stanley 0.01% Add +8.7% 547,842 $98.3M
Bank of New York Mellon Corp 0.02% Add +2.1% 487,904 $87.5M
Qube Research & Technologies Ltd 0.13% Add +184.2% 459,707 $82.5M
Pzena Investment Management LLC 0.24% Reduce -2.9% 394,274 $70.7M
Amundi 0.02% Add +189.5% 360,070 $68.5M
Norges Bank 0.01% Reduce -4.4% 378,800 $68.0M
UBS Group AG 0.01% Add +159.8% 361,532 $64.9M
Legal & General Group Plc 0.02% Reduce -2.6% 356,905 $64.0M
Bridgewater Associates 0.27% Add +119.1% 322,163 $57.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -14.4% 296,993 $53.3M
Bank of America Corp. 0.00% Reduce -20.9% 291,739 $52.3M
Teacher Retirement System of Texas 0.19% Add +57.1% 287,278 $51.5M
Squarepoint Ops LLC 0.13% Add +321.0% 272,810 $48.9M
Los Angeles Capital Management LLC 0.20% Add +28.4% 270,759 $48.6M
Orbimed Advisors LLC 1.00% Add +72.6% 269,300 $48.3M
Deutsche Bank AG 0.02% Add +53.2% 255,828 $45.9M
Worldquant Millennium Advisors LLC 0.28% Add +13.2% 242,570 $43.5M
Allianz Asset Management GmbH 0.06% Reduce -3.3% 241,170 $43.3M
Voya Investment Management LLC 0.05% Reduce -5.9% 239,809 $43.0M
Freestone Grove Partners LP 0.50% — 229,378 $41.2M
Balyasny Asset Management L.P. 0.09% Add +19.6% 215,165 $38.6M
PFM Health Sciences, LP 3.00% No change 213,983 $38.4M
Barclays PLC 0.02% Add +10.6% 208,778 $37.5M
Clark Capital Management Group, Inc. 0.24% Reduce -0.2% 190,047 $34.1M
BNP Paribas Financial Markets 0.03% Add +25.0% 181,532 $32.6M
First Trust Advisors LP 0.03% Reduce -8.7% 178,918 $32.1M
Man Group plc 0.10% Add +307.5% 178,648 $32.1M
Swiss National Bank 0.02% Reduce -5.3% 168,000 $30.1M
Raymond James Financial Inc. 0.01% — 163,309 $29.3M
Aware Super Pty Ltd as trustee of Aware Super 0.45% — 158,437 $28.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.5% 158,267 $28.4M
Lazard Asset Management LLC 0.04% Add +19.6% 154,899 $27.8M
Twinbeech Capital LP 0.47% Add +1151.1% 152,454 $27.4M
Andra AP-fonden 0.42% Add +60.9% 145,600 $26.1M
Renaissance Technologies 0.04% Reduce -2.0% 145,100 $26.0M
Franklin Resources Inc. 0.01% Add +7.8% 143,839 $25.8M
Nuveen Asset Management, LLC 0.01% Reduce -1.3% 140,813 $25.3M
Woodline Partners LP 0.17% Reduce -46.5% 138,138 $24.8M
Sei Investments Co. 0.03% Reduce -0.0% 137,034 $24.6M
Sessa Capital IM, L.P. 0.94% New 134,783 $24.2M
Russell Investments Group, Ltd. 0.03% Reduce -15.1% 130,531 $23.4M
HSBC Holdings PLC 0.01% Reduce -8.6% 118,144 $21.2M
Canada Pension Plan Investment Board 0.02% Reduce -9.8% 113,600 $20.4M
Pinebridge Investments, L.P. 0.14% Add +6.0% 104,669 $18.8M
AustralianSuper Pty Ltd 0.09% New 104,275 $18.7M
California Public Employees Retirement System 0.01% Reduce -3.0% 102,532 $18.4M
Panagora Asset Management Inc. 0.08% Reduce -36.5% 101,946 $18.3M
Two Sigma Investments, LP 0.04% Add +44.3% 100,490 $18.0M
Korea Investment CORP 0.04% Add +81.5% 100,242 $18.0M
Rhumbline Advisers 0.02% Reduce -3.8% 98,378 $17.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +20.6% 97,582 $17.5M
Principal Financial Group Inc. 0.01% Reduce -5.9% 94,979 $17.0M
Ameriprise Financial Inc. 0.00% Add +82.8% 94,275 $16.9M
Intech Investment Management LLC 0.16% Add +41.8% 93,294 $16.7M
Mackenzie Financial Corp. 0.02% Reduce -41.7% 90,633 $16.3M
Railway Pension Investments Ltd 0.21% Add +1160.6% 89,500 $16.1M
Robeco Institutional Asset Management B.V. 0.03% Add +8.2% 89,088 $16.0M
Distillate Capital Partners LLC 0.78% New 88,555 $15.9M
Foundry Partners, LLC 0.75% Add +19.6% 83,405 $15.0M
T. Rowe Price Associates Inc. 0.00% Reduce -8.3% 83,383 $15.0M
National Bank of Canada 0.02% Add +157.4% 80,469 $14.4M
Point72 Asset Management 0.04% New 77,228 $13.9M
Martingale Asset Management L P 0.32% Add +0.8% 73,445 $13.2M
Cambria Investment Management, L.P. 0.80% Add +1.5% 73,117 $13.1M
Alliancebernstein L.P. 0.00% Reduce -18.8% 71,913 $12.9M
California State Teachers Retirement System 0.01% Reduce -18.2% 70,787 $12.7M
Capital Fund Management S.A. 0.12% Add +294.5% 68,799 $12.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -17.8% 68,379 $12.3M
Envestnet Asset Management Inc. 0.00% Add +71.0% 66,995 $12.0M
Bank of Montreal 0.01% Add +10.3% 65,992 $11.8M
Westport Asset Management Inc. 5.59% No change 65,059 $11.7M
Brandywine Global Investment Management, LLC 0.08% Add +25.0% 63,519 $11.4M
New York State Teachers Retirement System 0.02% Reduce -6.5% 62,981 $11.3M
State of Wisconsin Investment Board 0.03% Reduce -15.6% 61,900 $11.1M
Leith Wheeler Investment Counsel Ltd. 0.80% Reduce -3.5% 61,685 $11.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -12.7% 59,230 $10.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +267.3% 56,909 $10.2M
KBC Group NV 0.03% Reduce -3.4% 56,255 $10.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -69.4% 55,374 $9.9M
Illinois Municipal Retirement Fund 0.14% Add +7.6% 54,399 $9.8M
Allspring Global Investments Holdings, LLC 0.02% Add +22.5% 54,105 $9.7M
Citigroup Inc. 0.01% Reduce -30.4% 54,010 $9.7M
Treasurer of the State of North Carolina 0.04% Add +1.7% 53,658 $9.6M
Cubist Systematic Strategies, LLC 0.16% Add +446.5% 53,549 $9.6M
Vestcor Inc 0.31% Reduce -5.1% 51,306 $9.2M
Prudential Financial Inc. 0.01% Reduce -13.9% 51,056 $9.2M
Achmea Investment Management B.V. 0.15% Add +131.9% 50,128 $9.0M
Summit Global Investments 0.55% Add +4059.8% 49,293 $8.8M
Wells Fargo & Company 0.00% Reduce -25.6% 47,784 $8.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 47,345 $8.5M
Engineers Gate Manager LP 0.15% Add +262.3% 47,118 $8.5M
Victory Capital Management Inc. 0.01% Add +12.7% 46,890 $8.4M
Royal Bank of Canada 0.00% Reduce -39.3% 46,276 $8.3M
Empowered Funds, LLC 0.12% Add +88.4% 46,091 $8.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.5% 45,881 $8.2M
Great Lakes Advisors, LLC 0.07% Reduce -28.6% 45,157 $8.1M
Hotchkis & Wiley Capital Management LLC 0.03% Add +13.9% 45,155 $8.1M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +39.0% 40,926 $7.3M
Gotham Asset Management 0.07% Reduce -2.7% 40,357 $7.2M
Wedge Capital Management L L P 0.13% Add +43.2% 40,303 $7.2M
Caption Management, LLC 0.30% Add +1500.0% 40,000 $7.2M
QSM Asset Management Ltd 6.05% — 39,577 $7.0M
Globeflex Capital L P 0.59% No change 38,561 $6.9M
Sivik Global Healthcare LLC 3.72% Reduce -16.7% 37,500 $6.7M
Quantinno Capital Management LP 0.07% Add +16.2% 37,466 $6.7M
Boston Partners 0.01% Reduce -2.8% 36,895 $6.6M
TD Asset Management Inc 0.01% Add +101.1% 36,653 $6.6M
O'shaughnessy Asset Management, LLC 0.05% Reduce -1.7% 35,952 $6.5M
Moore Capital Management, LP 0.13% New 35,926 $6.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.5% 35,661 $6.4M
GHP Investment Advisors, Inc. 0.29% Reduce -0.8% 35,215 $6.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.36% Add +0.1% 35,185 $6.3M
National Pension Service 0.01% No change 34,772 $6.2M
Tudor Investment Corporation 0.07% Reduce -59.1% 34,286 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -22.3% 34,117 $6.1M
Macquarie Group Ltd. 0.01% Add +11.6% 35,649 $6.0M
Ensign Peak Advisors, Inc 0.01% Add +34.9% 32,845 $5.9M
Vinva Investment Management Ltd 0.22% Reduce -37.4% 32,612 $5.8M
Public Employees Retirement System of Ohio 0.02% New 31,819 $5.7M
Asset Management One Co., Ltd. 0.02% Reduce -10.6% 31,448 $5.7M
Moran Wealth Management, LLC 0.18% Add +82.0% 31,624 $5.7M
Rhenman & Partners Asset Management AB 0.57% Add +286.3% 30,900 $5.5M
New York State Common Retirement Fund 0.01% Reduce -6.1% 30,862 $5.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.4% 30,810 $5.5M
Burney Co./ 0.19% Reduce -2.6% 30,626 $5.5M
LPL Financial LLC 0.00% Reduce -11.5% 30,296 $5.4M
Royal London Asset Management Ltd. 0.01% No change 29,565 $5.3M
Schroder Investment Management Group 0.01% Reduce -28.5% 29,298 $5.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.28% Add +7175.0% 29,100 $5.2M
Gateway Investment Advisers LLC 0.06% Reduce -39.3% 28,725 $5.2M
Corient Private Wealth LP 0.01% Reduce -1.3% 28,454 $5.1M
Nisa Investment Advisors, LLC 0.02% Reduce -13.6% 28,027 $5.0M
Pictet Asset Management Holding SA 0.01% Reduce -3.8% 27,436 $4.9M
Magnetar Financial LLC 0.13% Add +1883.3% 26,755 $4.8M
Verition Fund Management LLC 0.02% Add +407.7% 26,315 $4.7M
Danske Bank A/S 0.01% Add +27.1% 25,867 $4.6M
Cozad Asset Management Inc. 0.43% Add +3.3% 25,652 $4.6M
Trexquant Investment LP 0.05% Add +1.6% 24,831 $4.5M
Neuberger Berman Group LLC 0.00% Reduce -9.1% 24,819 $4.5M
Comerica Bank 0.02% Add +5.9% 23,581 $4.2M
Howard Capital Management, LLC 0.07% No change 23,450 $4.2M
Quadrature Capital Ltd 0.08% Reduce -27.5% 23,340 $4.2M
Natixis 0.03% Add +492.1% 23,165 $4.2M
Wellington Management Group LLP 0.00% Add +73.3% 23,049 $4.1M
CHURCHILL MANAGEMENT Corp 0.04% Reduce -2.7% 22,305 $4.0M
Leuthold Group, LLC 0.48% Reduce -3.5% 22,122 $4.0M
State of Alaska, Department of Revenue 0.04% Reduce -16.9% 21,696 $3.9M
State of Tennessee, Department of Treasury 0.01% Reduce -37.4% 21,668 $3.9M
State of New Jersey Common Pension Fund D 0.02% No change 21,596 $3.9M
Toronto Dominion Bank 0.01% Reduce -26.9% 21,499 $3.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 19,953 $3.8M
Quantitative Investment Management, LLC 0.28% New 20,722 $3.7M
Police & Firemen's Retirement System of New Jersey 0.04% — 20,591 $3.7M
Centiva Capital, LP 0.14% Add +21.5% 20,531 $3.7M
Bessemer Group Inc. 0.01% Add +1.3% 20,496 $3.7M
Consolidated Investment Group LLC 0.51% Add +6.3% 20,400 $3.7M
Y-Intercept (Hong Kong) Ltd 0.23% Add +73.0% 19,374 $3.5M
Acadian Asset Management LLC 0.01% Reduce -95.8% 19,372 $3.5M
KLP Kapitalforvaltning As 0.02% — 19,187 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +0.6% 18,154 $3.3M
State of Michigan Retirement System 0.02% Reduce -1.6% 17,974 $3.2M
Cerity Partners LLC 0.01% Reduce -16.9% 17,494 $3.2M
FORA Capital, LLC 0.36% New 17,690 $3.2M
Arizona State Retirement System 0.02% Add +1.0% 17,271 $3.1M
Resona Asset Management Co.,Ltd. 0.02% Reduce -4.2% 17,065 $3.1M
Credit Agricole S A 0.01% Reduce -69.9% 17,054 $3.1M
Campbell & CO Investment Adviser LLC 0.23% Add +88.7% 16,939 $3.0M
Hussman Strategic Advisors, Inc. 0.89% Add +300.0% 16,800 $3.0M
ProShare Advisors LLC 0.01% Reduce -42.0% 16,603 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -34.5% 15,725 $2.8M
U.S. Capital Wealth Advisors, LLC 0.09% New 15,693 $2.8M
MetLife Investment Management, LLC 0.02% Add +0.5% 15,512 $2.8M
Wealthfront Advisers LLC 0.01% Reduce -0.9% 14,461 $2.6M
Baker Avenue Asset Management, LP 0.08% Add +15.7% 14,457 $2.6M
Jane Street Group, LLC 0.00% Reduce -80.1% 14,349 $2.6M
Carrera Capital Advisors 0.60% Add +31.6% 14,308 $2.6M
Ieq Capital, LLC 0.02% Add +420.4% 14,228 $2.6M
Corebridge Financial, Inc. 0.01% Reduce -5.8% 13,893 $2.5M
Handelsbanken Fonder AB 0.01% Add +20.5% 13,500 $2.4M
Johnson Investment Counsel Inc. 0.02% No change 13,291 $2.4M
Ontario Teachers Pension Plan Board 0.03% Add +37.2% 13,252 $2.4M
HighTower Advisors, LLC 0.00% Add +0.2% 13,247 $2.4M
Elevation Point Wealth Partners, LLC 0.19% New 13,170 $2.4M
Aberdeen Group plc 0.00% Reduce -17.0% 13,034 $2.3M
Cetera Investment Advisers 0.00% Add +30.6% 12,858 $2.3M
Czech National Bank 0.02% Add +5.1% 12,731 $2.3M
Retirement Systems of Alabama 0.01% Reduce -2.1% 12,713 $2.3M
Cunning Capital Partners, LP 1.36% No change 12,600 $2.3M
Oxbow Advisors, LLC 0.27% New 12,555 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.5% 12,485 $2.2M
Parsons Capital Management Inc. 0.12% Reduce -5.9% 12,474 $2.2M
D. E. Shaw & Co. 0.00% Add +99.2% 12,450 $2.2M
Perbak Capital Partners LLP 1.17% Add +53.4% 12,176 $2.2M
Chapin Davis, Inc. 0.71% No change 9,531 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 12,069 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -13.9% 12,064 $2.2M
iA Global Asset Management Inc. 0.04% Add +26.8% 11,996 $2.2M
Assetmark, Inc. 0.01% Reduce -38.2% 11,652 $2.1M
Passumpsic Savings Bank 1.30% New 11,649 $2.1M
Radnor Capital Management, LLC 0.35% Reduce -7.6% 11,595 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +14.3% 11,386 $2.0M
Amalgamated Bank 0.02% Reduce -2.9% 11,261 $2.0M
Forsta Ap-Fonden 0.01% Add +1.8% 11,200 $2.0M
Caitlin John, LLC 1.36% Add +5.0% 11,140 $2.0M
Zacks Investment Management 0.02% Reduce -9.7% 11,018 $2.0M
DNB Asset Management AS 0.01% Add +3.5% 10,967 $2.0M
Sterling Capital Management LLC 0.03% Add +12.6% 10,941 $2.0M
IFM Investors Pty Ltd 0.02% Reduce -13.0% 10,582 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +36.6% 10,510 $1.9M
UniSuper Management Pty Ltd 0.01% Reduce -54.2% 10,340 $1.9M
Quantbot Technologies LP 0.07% New 10,211 $1.8M
Keeley-Teton Advisors, LLC 0.21% Reduce -5.5% 10,008 $1.8M
RBF Capital, LLC 0.09% No change 10,000 $1.8M
Teza Capital Management LLC 0.27% Add +35.0% 9,924 $1.8M
Graham Capital Management, L.P. 0.09% Reduce -70.0% 9,850 $1.8M
Utah Retirement Systems 0.02% No change 9,572 $1.7M
Susquehanna Fundamental Investments, LLC 0.03% — 9,436 $1.7M
Lecap Asset Management Ltd. 0.46% Reduce -44.3% 9,417 $1.7M
Cibc World Markets Corp. 0.01% Add +15.5% 9,329 $1.7M
Janney Montgomery Scott LLC 0.00% New 9,315 $1.7M
PGGM Investments 0.02% No change 9,206 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +5.8% 9,015 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.5% 9,006 $1.6M
MUFG Securities EMEA plc 0.03% New 8,999 $1.6M
CIBC Asset Management Inc 0.01% Add +3.6% 8,988 $1.6M
Convergence Investment Partners, LLC 0.35% Add +42.1% 8,809 $1.6M
Wolverine Trading, LLC 0.03% New 8,653 $1.5M
Cornercap Investment Counsel Inc. 0.49% Reduce -3.5% 8,395 $1.5M
Xponance LLC 0.01% Reduce -0.9% 8,353 $1.5M
OMERS ADMINISTRATION Corp 0.01% Reduce -27.6% 8,339 $1.5M
Creative Planning 0.00% Add +23.7% 8,219 $1.5M
Levin Capital Strategies, L.P. 0.14% Reduce -0.1% 8,206 $1.5M
Empirical Finance, LLC 0.08% Add +43.3% 8,176 $1.5M
Williams Jones Wealth Management, LLC. 0.02% No change 8,019 $1.4M
DGS Capital Management, LLC 0.36% Add +0.4% 8,017 $1.4M
Redwood Investment Management, LLC 0.14% Add +3.1% 8,006 $1.4M
New York Life Investment Management LLC 0.01% Reduce -0.9% 7,986 $1.4M
Bank of Nova Scotia 0.00% Reduce -76.0% 7,832 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -46.2% 7,797 $1.4M
Daiwa Securities Group Inc. 0.01% Add +5.6% 7,750 $1.4M
Alyeska Investment Group, L.P. 0.01% Reduce -93.2% 7,679 $1.4M
Janus Henderson Group PLC 0.00% Add +20.6% 7,638 $1.4M
First Citizens Bank & Trust Co. 0.03% No change 7,622 $1.4M
Jump Financial, LLC 0.03% Reduce -79.4% 7,496 $1.3M
Two Sigma Advisers, LP 0.00% Add +28.1% 7,300 $1.3M
Public Sector Pension Investment Board 0.01% Add +183.1% 7,282 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.4% 7,240 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +2.5% 7,253 $1.3M
Pacer Advisors, Inc. 0.00% Add +24.6% 7,061 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -4.0% 7,024 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -89.5% 6,964 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -0.6% 6,709 $1.2M
Inceptionr LLC 0.27% Reduce -15.2% 6,696 $1.2M
Rafferty Asset Management, LLC 0.00% Add +10.3% 6,653 $1.2M
Yousif Capital Management, LLC 0.01% Add +0.7% 6,595 $1.2M
Tidal Investments LLC 0.01% Reduce -45.7% 6,569 $1.2M
Ritholtz Wealth Management 0.03% Reduce -4.4% 6,451 $1.2M
Savant Capital, LLC 0.01% Add +255.3% 6,345 $1.1M
Commerce Bank 0.01% Reduce -0.2% 6,153 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -43.3% 5,675 $1.1M
XTX Topco Ltd 0.09% Reduce -48.4% 5,876 $1.1M
New Age Alpha Advisors, LLC 0.04% New 5,862 $1.1M
WINTON GROUP Ltd 0.07% Reduce -79.3% 5,822 $1.0M
Linden Thomas Advisory Services, LLC 0.13% Reduce -1.2% 5,759 $1.0M
Public Employees Retirement Association of Colorado 0.00% Reduce -4.4% 5,760 $1.0M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -4.1% 5,704 $1.0M
Mediolanum International Funds Ltd 0.01% New 5,653 $1.0M
Garrison Point Advisors, LLC 0.48% No change 5,590 $1.0M
Mizuho Securities USA LLC 0.02% Add +44.3% 5,565 $998K
Mariner, LLC 0.00% Add +60.4% 5,540 $994K
Clearbridge Investments, LLC 0.00% No change 5,523 $991K
Dark Forest Capital Management LP 0.15% Add +28.4% 5,501 $987K
Jackson Creek Investment Advisors LLC 0.29% Add +3.7% 5,316 $954K
Pathstone Holdings, LLC 0.00% Add +3.8% 5,317 $954K
Truist Financial Corp. 0.00% Reduce -46.0% 5,306 $952K
Oregon Public Employees Retirement Fund 0.02% Reduce -2.0% 5,008 $899K
Sterling Group Wealth Management, LLC 0.46% No change 4,957 $889K
Gulf International Bank (UK) Ltd 0.02% Reduce -1.1% 4,906 $880K
Brown Advisory Inc. 0.00% Reduce -2.4% 4,888 $877K
Stifel Financial Corp. 0.00% Add +21.9% 4,880 $876K
Mercer Global Advisors Inc. 0.00% Reduce -3.0% 4,809 $863K
Personal Cfo Solutions, LLC 0.17% New 4,750 $852K
CastleKnight Management LP 0.10% Add +156.8% 4,750 $852K
Alberta Investment Management Corp 0.01% New 4,700 $843K
Banco Santander, S.A. 0.01% Add +54.4% 4,680 $840K
Inspire Investing, LLC 0.09% Add +26.6% 4,594 $824K
Royal Fund Management, LLC 0.09% No change 4,588 $823K
DekaBank Deutsche Girozentrale 0.00% No change 4,554 $813K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.6% 4,505 $808K
Mount Lucas Management LP 0.28% Reduce -5.9% 4,415 $792K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.9% 4,385 $786K
Uncommon Cents Investing LLC 0.23% Reduce -0.7% 4,375 $785K
CCM Investment Group, LLC 0.08% — 4,329 $772K
Walleye Capital LLC 0.01% Reduce -67.6% 4,295 $771K
Tower Research Capital LLC (TRC) 0.01% Add +23.3% 4,223 $758K
Qtron Investments LLC 0.11% Reduce -5.5% 4,182 $750K
Kentucky Retirement Systems 0.02% Reduce -1.4% 4,086 $733K
Perissos Private Wealth Management, LLC 0.54% Reduce -7.5% 4,025 $722K
Wbi Investments, LLC 0.18% Reduce -67.8% 3,995 $717K
Avantax Advisory Services, Inc. 0.00% Reduce -0.1% 3,995 $717K
Van Eck Associates Corp. 0.00% Reduce -8.4% 3,979 $714K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.1% 3,896 $699K
Dean Investment Associates, LLC 0.10% Reduce -5.2% 3,810 $684K
Occudo Quantitative Strategies LP 0.12% Reduce -22.4% 3,785 $679K
Swiss Life Asset Management Ltd 0.00% Add +256.3% 3,741 $670K
MML Investors Services, LLC 0.00% Add +81.6% 3,686 $661K
SteelPeak Wealth, LLC 0.03% New 3,675 $659K
Hartford Investment Management Co. 0.02% Reduce -3.4% 3,659 $656K
Kestra Advisory Services, LLC 0.00% Reduce -2.5% 3,514 $630K
Cwm, LLC 0.00% Reduce -22.4% 3,458 $621K
Nordea Investment Management AB 0.00% No change 3,453 $619K
Contravisory Investment Management, Inc. 0.13% Add +63.6% 3,438 $617K
Allworth Financial LP 0.00% Add +4850.0% 3,267 $611K
Walleye Trading LLC 0.01% Add +4.1% 3,400 $610K
Brevan Howard Capital Management LP 0.02% Reduce -52.9% 3,389 $608K
Resonant Capital Advisors, LLC 0.04% Add +0.7% 3,350 $601K
Kesler, Norman & Wride, LLC 0.13% New 3,303 $593K
Nomura Holdings Inc. 0.00% New 3,302 $592K
Haverford Trust Co 0.01% Reduce -1.1% 3,274 $587K
Louisiana State Employees Retirement System 0.01% Reduce -3.0% 3,200 $574K
Laraway Financial Advisors Inc 0.44% No change 3,150 $565K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,145 $564K
Schaper Benz & Wise Investment Counsel Inc. 0.04% No change 3,080 $553K
Securian Asset Management, Inc. 0.02% Reduce -6.1% 3,074 $552K
Fieldview Capital Management, LLC 0.08% — 3,062 $549K
Stratos Wealth Partners, LTD. 0.01% Add +2.2% 3,060 $549K
Maryland State Retirement & Pension System 0.01% Reduce -7.5% 3,058 $549K
Guggenheim Capital LLC 0.00% Reduce -64.7% 3,017 $541K
Bokf, NA 0.01% New 2,949 $539K
Diversified Trust Co. 0.01% Reduce -10.7% 2,956 $530K
Sanders Morris Harris LLC 0.08% No change 2,890 $519K
Park Avenue Securities LLC 0.01% Add +63.7% 2,884 $517K
New Mexico Educational Retirement Board 0.02% Reduce -3.4% 2,850 $511K
Hudson Portfolio Management LLC 0.50% No change 2,831 $508K
Shell Asset Management Co. 0.02% No change 2,828 $507K
Measured Wealth Private Client Group, LLC 0.16% New 2,810 $504K
Abacus Planning Group, Inc. 0.09% Add +175.6% 2,792 $501K
Capstone Investment Advisors, LLC 0.01% Add +82.5% 2,744 $492K
M&T Bank Corp 0.00% Reduce -5.9% 2,700 $484K
Fisher Asset Management 0.00% Add +12.2% 2,658 $477K
Foster & Motley Inc. 0.03% Add +5.6% 2,638 $473K
Norinchukin Bank, The 0.01% Add +7.6% 2,621 $470K
CI Investments Inc. 0.00% Add +26.0% 2,604 $467K
NewEdge Advisors, LLC 0.00% Reduce -36.4% 2,596 $466K
Lido Advisors, LLC 0.00% Add +29.9% 2,520 $452K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -22.4% 2,496 $447K
CIBC Private Wealth Group LLC 0.00% Add +8.2% 2,344 $446K
QRG Capital Management, Inc. 0.00% Reduce -23.2% 2,460 $441K
Atlas Capital Advisors Inc. 0.06% Reduce -43.9% 2,451 $440K
US Bancorp \de 0.00% Add +8.8% 2,435 $437K
State of Wyoming 0.06% Add +177.4% 2,405 $432K
Hollencrest Capital Management 0.02% Add +2.1% 2,386 $428K
AlphaQuest LLC 0.06% Reduce -77.4% 2,363 $424K
Principal Securities, Inc. 0.01% Add +26.9% 2,360 $423K
Prudential PLC 0.00% Add +91.6% 2,341 $420K
Exchange Traded Concepts, LLC 0.01% Add +29.8% 2,330 $418K
Versor Investments LP 0.07% Reduce -19.9% 2,322 $417K
Thrivent Financial for Lutherans 0.00% Reduce -1.3% 2,302 $413K
Townsquare Capital LLC 0.00% Add +22.3% 2,279 $409K
Aviva PLC 0.00% Reduce -0.3% 2,258 $405K
Sienna Gestion 0.03% No change 2,180 $391K
CreativeOne Wealth, LLC 0.01% New 2,111 $379K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +11.9% 2,104 $378K
Belpointe Asset Management LLC 0.02% New 1,555 $370K
Integrated Quantitative Investments LLC 0.18% — 2,050 $368K
Neo Ivy Capital Management 0.07% New 2,001 $359K
CSS LLC 0.07% New 2,000 $359K
Granite Investment Partners, LLC 0.02% No change 2,000 $359K
Metis Global Partners, LLC 0.01% Add +4.7% 1,988 $357K
HighPoint Advisor Group LLC 0.02% New 1,937 $351K
Forum Financial Management, LP 0.01% Add +20.0% 1,953 $350K
NorthCoast Asset Management LLC 0.00% Reduce -13.7% 1,930 $346K
Fifth Third Bancorp 0.00% Reduce -20.7% 1,917 $344K
Plan Group Financial, LLC 0.18% Reduce -3.0% 1,895 $340K
E Fund Management Co., Ltd. 0.02% Add +114.4% 1,887 $339K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.0% 1,864 $334K
Advisors Asset Management, Inc. 0.01% Add +25.3% 1,860 $334K
Choreo, LLC 0.00% Add +3.4% 1,822 $325K
Retirement Planning Group, LLC 0.02% No change 1,810 $325K
Precision Wealth Strategies, LLC 0.25% Add +9.1% 1,803 $323K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.8% 1,797 $322K
AIA Group Ltd 0.01% New 1,751 $314K
Freedom Investment Management, Inc. 0.03% Reduce -5.3% 1,750 $314K
Captrust Financial Advisors 0.00% Reduce -21.6% 1,745 $313K
Allstate Corp. 0.01% New 1,736 $311K
Humankind Investments LLC 0.07% Add +18.2% 1,647 $296K
RHS Financial, LLC 0.15% New 1,638 $294K
Blair William & Co. 0.00% Reduce -2.3% 1,612 $289K
PharVision Advisers, LLC 0.24% — 1,573 $282K
GW Henssler & Associates Ltd. 0.02% No change 1,229 $281K
Orion Porfolio Solutions, LLC 0.00% Add +1.5% 1,565 $281K
Orion Portfolio Solutions, LLC 0.00% Add +1.5% 1,565 $281K
Sherbrooke Park Advisers LLC 0.09% Reduce -3.3% 1,563 $280K
Ethic Inc. 0.01% Reduce -45.9% 1,538 $276K
Parallel Advisors, LLC 0.01% Reduce -10.4% 1,523 $273K
Alps Advisors Inc. 0.00% No change 1,500 $269K
Ingalls & Snyder LLC 0.01% No change 1,500 $269K
Commonwealth Equity Services, LLC 0.00% Reduce -40.0% 1,494 $268K
Cypress Capital Group 0.03% Add +54.5% 1,491 $268K
Glenmede Trust Co. NA 0.00% Reduce -3.9% 1,473 $264K
Greenleaf Trust 0.00% Add +3.1% 1,469 $264K
Silvercrest Asset Management Group LLC 0.00% No change 1,458 $262K
Focus Partners Wealth 0.00% Add +34.2% 1,457 $261K
Acropolis Investment Management, LLC 0.02% No change 1,455 $261K
Two Sigma Securities, LLC 0.05% Reduce -88.8% 1,429 $256K
Concurrent Investment Advisors, LLC 0.01% New 1,422 $255K
Aigen Investment Management, LP 0.04% New 1,421 $255K
GF Fund Management Co. LTD. 0.01% — 1,416 $254K
Crestline Management, L.P. 0.01% New 1,412 $253K
World Investment Advisors 0.01% New 1,344 $241K
Wedmont Private Capital 0.01% Add +26.4% 1,315 $241K
denkapparat Operations GmbH 0.35% — 1,312 $235K
Caprock Group, LLC 0.01% Reduce -8.4% 1,294 $232K
Apollon Wealth Management, LLC 0.01% Add +15.8% 1,294 $232K
Scientech Research LLC 0.07% Reduce -32.8% 1,293 $232K
Coldstream Capital Management Inc. 0.00% Add +5.9% 1,266 $227K
Trek Financial, LLC 0.02% Reduce -94.8% 1,254 $225K
HB Wealth Management, LLC 0.00% New 1,252 $225K
Polymer Capital Management (US) LLC 0.07% — 1,239 $222K
IFP Advisors, Inc 0.01% Add +28.2% 1,233 $222K
Blueshift Asset Management, LLC 0.08% New 1,216 $218K
Drive Wealth Management, LLC 0.05% Reduce -0.5% 1,216 $218K
Caxton Associates LP 0.01% Reduce -93.0% 1,215 $218K
Impact Partnership Wealth, LLC 0.04% New 1,213 $218K
CHICAGO TRUST Co NA 0.04% Reduce -32.4% 1,212 $217K
CWA Asset Management Group, LLC 0.01% New 1,207 $217K
Stephens Inc. 0.00% Reduce -2.6% 1,206 $216K
Vise Technologies, Inc. 0.02% New 1,204 $216K
Trust Co. of Toledo NA 0.03% No change 1,200 $215K
Hemenway Trust Co LLC 0.02% No change 1,200 $215K
MeadowBrook Investment Advisors LLC 0.19% No change 1,150 $206K
Snowden Capital Advisors LLC 0.01% New 1,143 $205K
Atria Investments, Inc 0.00% Add +9.7% 1,133 $203K
V-Square Quantitative Management LLC 0.03% Add +8.0% 1,133 $203K
AllSquare Wealth Management LLC 0.12% No change 1,125 $202K
Capital Investment Advisors, LLC 0.00% Add +0.1% 1,122 $201K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.10% — 948 $170K
Mufg Securities Americas Inc. 0.02% — 867 $156K
Global Retirement Partners, LLC 0.00% Add +29.3% 830 $149K
Kiely Wealth Advisory Group, Inc. 0.10% No change 800 $148K
GAMMA Investing LLC 0.01% Reduce -6.8% 814 $146K
Horizon Investments, LLC 0.00% Add +0.6% 813 $146K
TD Waterhouse Canada Inc. 0.00% No change 800 $144K
Intact Investment Management Inc. 0.01% No change 800 $144K
Ossiam 0.00% Add +865.3% 724 $130K
Venturi Wealth Management, LLC 0.01% Add +48.7% 708 $127K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Add +18.2% 636 $114K
Quadrant Capital Group LLC 0.01% No change 607 $109K
Ameritas Investment Partners, Inc. 0.00% No change 602 $108K
Covestor Ltd 0.07% Reduce -21.8% 589 $105K
Ostrum Asset Management 0.01% Reduce -4.3% 580 $104K
C M Bidwell & Associates Ltd. 0.06% Reduce -71.9% 540 $97K
Signaturefd, LLC 0.00% Reduce -4.4% 540 $97K
Canada Post Corp Registered Pension Plan 0.01% — 535 $96K
Platinum Investment Management Ltd. 0.01% Add +17.6% 488 $88K
AlphaCentric Advisors LLC 0.08% Reduce -5.4% 455 $82K
Smartleaf Asset Management LLC 0.01% Add +30.8% 455 $81K
Versant Capital Management, Inc 0.02% Add +9.9% 409 $73K
Meeder Asset Management Inc. 0.01% Reduce -96.9% 409 $73K
Brooklyn Investment Group 0.02% Reduce -11.2% 404 $72K
Board of the Pension Protection Fund 0.08% — 400 $72K
Quarry LP 0.01% Reduce -28.1% 371 $67K
Whittier Trust Co. 0.00% No change 360 $65K
MAI Capital Management 0.00% New 338 $61K
GeoWealth Management, LLC 0.00% Reduce -7.7% 336 $60K
Caitong International Asset Management Co., Ltd 0.06% — 321 $58K
Sunbelt Securities, Inc. 0.00% Reduce -2.6% 294 $52K
Montag A & Associates Inc. 0.00% No change 286 $51K
Huntington National Bank 0.00% Add +55.6% 280 $50K
Jones Financial Companies LLLP 0.00% Reduce -37.8% 278 $50K
LRI Investments, LLC 0.00% Reduce -39.5% 276 $50K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -55.2% 272 $49K
Campbell Capital Management Inc. 0.02% New 254 $46K
Farther Finance Advisors, LLC 0.00% Reduce -90.5% 254 $46K
Mather Group, Llc. 0.00% Reduce -11.7% 250 $45K
Concourse Financial Group Securities, Inc. 0.00% Add +30.6% 222 $42K
WealthCollab, LLC 0.02% Add +10.6% 209 $37K
Deseret Mutual Benefit Administrators 0.02% Reduce -2.8% 209 $37K
Centerpoint Advisors, LLC 0.01% No change 205 $37K
Manchester Capital Management LLC 0.00% Add +1.0% 206 $37K
Cromwell Holdings LLC 0.02% No change 197 $35K
True Wealth Design, LLC 0.01% Add +10.5% 189 $34K
Quent Capital, LLC 0.00% Add +118.3% 179 $32K
R Squared Ltd 0.03% — 160 $29K
Smithfield Trust Co 0.00% No change 155 $28K
Bayforest Capital Ltd 0.03% — 150 $27K
Penserra Capital Management LLC 0.00% New 149 $26K
UMB Bank, n.a. 0.00% Add +12.4% 136 $24K
Federated Hermes, Inc. 0.00% Reduce -86.5% 136 $24K
Arax Advisory Partners 0.00% Reduce -23.4% 131 $24K
Optiver Holding B.V. 0.00% New 120 $22K
Clearstead Advisors, LLC 0.00% Reduce -39.3% 119 $21K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.6% 113 $20K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -95.5% 109 $20K
Harbor Capital Advisors, Inc. 0.00% Add +8.2% 106 $19K
Parkside Financial Bank & Trust 0.00% Add +5.0% 105 $19K
Oarsman Capital, Inc. 0.00% No change 100 $18K
Lindbrook Capital, LLC 0.00% Reduce -12.4% 99 $18K
Brown, Lisle/Cummings, Inc. 0.01% No change 95 $17K
Hemington Wealth Management 0.00% Add +9.2% 95 $17K
First Horizon Advisors, Inc. 0.00% Add +2150.0% 90 $16K
EverSource Wealth Advisors, LLC 0.00% Add +22.5% 87 $16K
Decker Retirement Planning Inc. 0.01% — 75 $13K
WASHINGTON TRUST Co 0.00% No change 75 $13K
TCTC Holdings, LLC 0.00% New 71 $13K
Hillsdale Investment Management Inc. 0.00% New 70 $13K
Creative Financial Designs Inc. 0.00% New 69 $12K
JFS Wealth Advisors, LLC 0.00% No change 69 $12K
Harbour Investments, Inc. 0.00% Reduce -1.5% 66 $12K
Loomis Sayles & Co. L P 0.00% No change 60 $11K
MV Capital Management, Inc. 0.00% Add +1.7% 61 $11K
WealthTrak Capital Management LLC 0.01% — 58 $10K
Valley National Advisers Inc. 0.00% Add +11.5% 58 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.2% 54 $10K
Safe Harbor Fiduciary, LLC 0.01% No change 52 $9K
Prestige Wealth Management Group LLC 0.00% No change 51 $9K
Larson Financial Group LLC 0.00% Add +5000.0% 51 $9K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.9% 52 $9K
Crowley Wealth Management, Inc. 0.01% — 50 $9K
Park Square Financial Group, LLC 0.01% — 49 $9K
Sierra Ocean, LLC 0.01% — 47 $8K
Anchor Investment Management, LLC 0.00% No change 47 $8K
Colonial Trust Co / SC 0.00% New 47 $8K
Bell Investment Advisors, Inc 0.00% Add +8.6% 38 $7K
Private Wealth Management Group, LLC 0.00% No change 36 $6K
Zions Bancorporation, N.A. 0.00% No change 36 $6K
Rakuten Securities, Inc. 0.00% Reduce -66.3% 34 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 33 $6K
Fortitude Family Office, LLC 0.00% No change 32 $6K
Golden State Wealth Management, LLC 0.00% — 32 $6K
Richardson Financial Services Inc. 0.00% New 32 $6K
CENTRAL TRUST Co 0.00% Reduce -9.4% 29 $5K
Geneos Wealth Management Inc. 0.00% No change 26 $5K
SBI Securities Co., Ltd. 0.00% — 24 $4K
Investors Research Corp 0.00% No change 23 $4K
Avion Wealth 0.00% Add +22.7% 27 $4K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.5% 25 $4K
CoreCap Advisors, LLC 0.00% Reduce -99.2% 22 $4K
Avior Wealth Management, LLC 0.00% Reduce -26.7% 22 $4K
Catherine Avery Investment Management LLC 0.00% — 21 $4K
SJS Investment Consulting Inc. 0.00% Reduce -29.2% 17 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -10.5% 17 $3K
GW&K Investment Management, LLC 0.00% Add +100.0% 14 $3K
Rothschild Investment LLC 0.00% Add +23.1% 16 $3K
Dunhill Financial, LLC 0.00% Add +33.3% 16 $3K
WPG Advisers, LLC 0.00% — 14 $3K
Truvestments Capital LLC 0.00% No change 14 $3K
Hudson Edge Investment Partners Inc. 0.00% No change 14 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 11 $2K
Blue Trust, Inc. 0.00% Reduce -96.6% 11 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 10 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 9 $2K
Sachetta, LLC 0.00% Reduce -81.3% 9 $2K
Lanark Financial, Inc. 0.13% — 8 $1K
TD Private Client Wealth LLC 0.00% Reduce -50.0% 7 $1K
Spire Wealth Management 0.00% Add +16.7% 7 $1K
Raffa Wealth Management, LLC 0.00% New 6 $1K
Picton Mahoney Asset Management 0.00% No change 5 $1K
Highline Wealth Partners LLC 0.00% No change 5 $899
Private Trust Co. NA 0.00% No change 5 $897
Sound Income Strategies, LLC 0.00% No change 5 $897
Bruce G. Allen Investments, LLC 0.00% No change 4 $718
New Millennium Group LLC 0.00% New 4 $718
Raleigh Capital Management Inc. 0.00% Add +100.0% 4 $718
Global Financial Private Client, LLC 0.00% New 4 $718
Asset Dedication, LLC 0.00% No change 4 $718
Perkins Coie Trust Co 0.00% No change 4 $717
Coppell Advisory Solutions LLC 0.00% Reduce -95.7% 4 $713
Cornerstone Planning Group LLC 0.00% New 3 $574
TFC Financial Management, Inc. 0.00% Reduce -25.0% 3 $539
Parkworth Wealth Management, Inc. 0.00% — 3 $538
Whipplewood Advisors, LLC 0.00% — 3 $538
CVA Family Office, LLC 0.00% New 3 $538
Brown Brothers Harriman & Co. 0.00% No change 3 $538
Principia Wealth Advisory, LLC 0.00% — 2 $359
WR Wealth Planners, LLC 0.00% No change 2 $359
AdvisorNet Financial, Inc 0.00% Reduce -66.7% 2 $359
NewSquare Capital LLC 0.00% New 2 $359
Sugar Maple Asset Management, LLC 0.00% New 1 $179
WestEnd Advisors, LLC 0.00% No change 1 $179
Ancora Advisors LLC 0.00% New 1 $179
Nvwm, LLC 0.00% No change 1 $179

"% of holder's portfolio" is UHS's weight in each manager's 13F, not the share of Universal Health Services-B the manager owns.