Universal Health Services-BUHS

13F holders, Q1 2025 (March 31)
618holders +16
84new positions
63sold out
10famous investors
$187.93avg. 13F price*

At the end of Q1 2025, 618 institutions reported holding Universal Health Services-B (UHS) in their 13F filings, up 16 from Q4 2024. 84 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.0B) and First Eagle Investment Management, LLC ($878.8M). 10 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions84$145.0M
Exits63$168.9M

All 13F filers, Q4 2024 → Q1 2025: 5,287,363 shares bought and 4,930,060 shares sold, net +357,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 618 holders

Vanguard Group Inc. 0.02% Reduce -1.4% 6,983,286 $1.3B
BlackRock, Inc. 0.02% Add +9.3% 5,466,375 $1.0B
First Eagle Investment Management, LLC 1.86% Add +0.0% 4,676,718 $878.8M
State Street Corp. 0.02% Reduce -0.3% 2,694,675 $506.3M
FMR LLC 0.03% Reduce -10.2% 2,083,057 $391.4M
Geode Capital Management, LLC 0.03% Add +9.3% 1,872,357 $355.7M
Goldman Sachs Group Inc. 0.05% Add +17.3% 1,390,300 $261.2M
Invesco Ltd. 0.05% Add +6.0% 1,315,468 $247.2M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -2.1% 1,258,763 $236.5M
Dimensional Fund Advisors LP 0.06% Add +9.0% 1,241,738 $233.3M
AQR Capital Management 0.18% Add +57.8% 931,355 $173.4M
Massachusetts Financial Services Co. 0.06% Reduce -3.5% 895,468 $168.3M
Glenview Capital Management, LLC 4.12% Add +0.9% 887,370 $166.7M
Citadel Advisors 0.16% Reduce -34.7% 847,435 $159.2M
LSV Asset Management 0.37% Reduce -3.8% 815,561 $153.2M
American Century Companies Inc. 0.07% Add +1.7% 634,592 $119.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.7% 574,905 $108.0M
Morgan Stanley 0.01% Add +4.6% 573,176 $107.7M
Northern Trust Corp. 0.02% Reduce -4.0% 572,265 $107.5M
Qube Research & Technologies Ltd 0.15% Add +9.9% 505,408 $95.0M
Bank of New York Mellon Corp 0.02% Add +3.5% 504,804 $94.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.67% — 482,322 $90.6M
Bank of America Corp. 0.01% Add +54.7% 451,234 $84.8M
Squarepoint Ops LLC 0.20% Add +59.4% 434,819 $81.7M
UBS Group AG 0.02% Add +12.2% 405,657 $76.2M
Ameriprise Financial Inc. 0.02% Add +329.4% 404,806 $76.1M
Norges Bank 0.01% Add +6.0% 401,544 $75.5M
Pzena Investment Management LLC 0.26% Reduce -0.6% 391,837 $73.6M
Legal & General Group Plc 0.02% Add +3.0% 367,683 $69.1M
Worldquant Millennium Advisors LLC 0.42% Add +45.3% 352,384 $66.2M
Bridgewater Associates 0.29% Add +3.3% 332,658 $62.5M
Millennium Management 0.06% Reduce -52.6% 330,444 $62.1M
Marshall Wace, LLP 0.08% New 325,481 $61.2M
Clark Capital Management Group, Inc. 0.42% Add +63.8% 311,382 $58.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -6.2% 278,629 $52.4M
Deutsche Bank AG 0.02% Add +6.1% 271,393 $51.0M
Amundi 0.02% Reduce -25.4% 268,480 $50.7M
JPMorgan Chase & Co. 0.00% Reduce -76.8% 260,941 $49.0M
Canada Pension Plan Investment Board 0.04% Add +113.5% 242,500 $45.6M
Allianz Asset Management GmbH 0.07% Add +0.3% 241,881 $45.4M
Man Group plc 0.14% Add +31.2% 234,407 $44.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +277.3% 214,690 $40.3M
Barclays PLC 0.02% Add +2.6% 214,256 $40.3M
First Trust Advisors LP 0.03% Add +16.7% 208,754 $39.2M
BNP Paribas Financial Markets 0.03% Add +0.8% 183,013 $34.4M
Los Angeles Capital Management LLC 0.15% Reduce -32.7% 182,331 $34.3M
AustralianSuper Pty Ltd 0.19% Add +73.5% 180,923 $34.0M
Raymond James Financial Inc. 0.01% Add +5.2% 171,792 $32.3M
Lazard Asset Management LLC 0.05% Add +10.8% 171,699 $32.3M
Danske Bank A/S 0.10% Add +544.9% 166,813 $31.3M
Swiss National Bank 0.02% Reduce -1.4% 165,600 $31.1M
Pinebridge Investments, L.P. 0.24% Add +56.0% 163,261 $30.7M
Panagora Asset Management Inc. 0.15% Add +58.5% 161,536 $30.4M
Aware Super Pty Ltd as trustee of Aware Super 0.51% Add +1.1% 160,215 $30.1M
Voya Investment Management LLC 0.04% Reduce -33.3% 160,012 $30.1M
Franklin Resources Inc. 0.01% Add +9.9% 158,035 $29.7M
PFM Health Sciences, LP 2.31% Reduce -27.3% 155,520 $29.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.9% 155,307 $29.2M
Andra AP-fonden 0.46% Add +2.7% 149,510 $28.1M
D. E. Shaw & Co. 0.03% Add +1057.6% 144,116 $27.1M
Balyasny Asset Management L.P. 0.07% Reduce -34.2% 141,607 $26.6M
Sei Investments Co. 0.03% Add +2.5% 140,442 $26.4M
Nuveen, LLC 0.01% — 136,005 $25.6M
Robeco Institutional Asset Management B.V. 0.05% Add +49.6% 133,261 $25.0M
Rhumbline Advisers 0.02% Add +35.3% 133,140 $25.0M
Royal Bank of Canada 0.01% Add +182.5% 130,735 $24.6M
HSBC Holdings PLC 0.02% Add +3.4% 122,163 $22.9M
Russell Investments Group, Ltd. 0.03% Reduce -14.6% 111,485 $20.9M
Korea Investment CORP 0.05% Add +10.5% 110,742 $20.8M
Assenagon Asset Management S.A. 0.04% Add +1477.5% 109,859 $20.6M
Quantinno Capital Management LP 0.13% Add +184.6% 106,626 $20.0M
Alliancebernstein L.P. 0.01% Add +44.6% 104,012 $19.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% No change 97,582 $18.3M
Railway Pension Investments Ltd 0.26% Add +8.9% 97,500 $18.3M
California Public Employees Retirement System 0.01% Reduce -5.4% 96,960 $18.2M
Teacher Retirement System of Texas 0.07% Reduce -67.0% 94,761 $17.8M
Voloridge Investment Management, LLC 0.07% New 94,355 $17.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +69.7% 93,956 $17.7M
Principal Financial Group Inc. 0.01% Reduce -5.9% 89,362 $16.8M
Moore Capital Management, LP 0.64% Add +141.8% 86,859 $16.3M
Brandywine Global Investment Management, LLC 0.12% Add +33.1% 84,541 $15.9M
T. Rowe Price Associates Inc. 0.00% Add +0.8% 84,008 $15.8M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +105.1% 83,926 $15.8M
Capital Fund Management S.A. 0.20% Add +21.1% 83,332 $15.7M
Freestone Grove Partners LP 0.16% Reduce -64.5% 81,400 $15.3M
Distillate Capital Partners LLC 0.78% Reduce -8.1% 81,360 $15.3M
Envestnet Asset Management Inc. 0.00% Add +20.0% 80,408 $15.1M
Trexquant Investment LP 0.17% Add +218.8% 79,162 $14.9M
Gotham Asset Management 0.12% Add +91.8% 77,403 $14.5M
Mackenzie Financial Corp. 0.02% Reduce -14.8% 77,218 $14.5M
Vinva Investment Management Ltd 0.57% Add +134.8% 76,558 $14.3M
Citigroup Inc. 0.01% Add +39.0% 75,068 $14.1M
Renaissance Technologies 0.02% Reduce -51.8% 69,900 $13.1M
California State Teachers Retirement System 0.02% Reduce -1.4% 69,832 $13.1M
Estuary Capital Management LP 3.14% New 68,800 $12.9M
Wells Fargo & Company 0.00% Add +42.9% 68,289 $12.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -0.3% 68,179 $12.8M
Cambria Investment Management, L.P. 0.88% Reduce -8.0% 67,282 $12.6M
Westport Asset Management Inc. 5.93% No change 65,059 $12.2M
Leith Wheeler Investment Counsel Ltd. 0.82% Add +1.3% 62,463 $11.7M
New York State Teachers Retirement System 0.03% Reduce -4.0% 60,463 $11.4M
Victory Capital Management Inc. 0.01% Add +26.9% 59,519 $11.2M
State Board of Administration of Florida Retirement System 0.02% Reduce -1.3% 58,440 $11.0M
Intech Investment Management LLC 0.11% Reduce -37.8% 58,059 $10.9M
Bank of Montreal 0.01% Reduce -14.0% 56,740 $10.7M
Vestcor Inc 0.35% Add +8.4% 55,610 $10.4M
KBC Group NV 0.03% Reduce -3.8% 54,133 $10.2M
Tudor Investment Corporation 0.09% Add +54.5% 52,980 $10.0M
Illinois Municipal Retirement Fund 0.14% Reduce -3.0% 52,762 $9.9M
Moran Wealth Management, LLC 0.33% Add +64.4% 51,994 $9.8M
Prudential Financial Inc. 0.01% Reduce -0.3% 50,891 $9.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +0.7% 47,660 $9.0M
Manufacturers Life Insurance Company, The 0.01% Add +1.5% 46,554 $8.7M
QSM Asset Management Ltd 6.50% Add +16.7% 46,177 $8.7M
Ranmore Fund Management Ltd 5.17% New 46,000 $8.6M
Achmea Investment Management B.V. 0.13% Reduce -8.8% 45,725 $8.6M
Public Employees Retirement System of Ohio 0.03% Add +42.2% 45,242 $8.5M
Hotchkis & Wiley Capital Management LLC 0.03% Add +0.1% 45,201 $8.5M
Empowered Funds, LLC 0.12% Reduce -3.0% 44,707 $8.4M
National Bank of Canada 0.01% Reduce -45.0% 44,271 $8.3M
Martingale Asset Management L P 0.21% Reduce -40.8% 43,499 $8.2M
Wedge Capital Management L L P 0.16% Add +7.7% 43,395 $8.2M
LPL Financial LLC 0.00% Add +37.8% 41,750 $7.8M
Treasurer of the State of North Carolina 0.03% Reduce -22.7% 41,469 $7.8M
Aquatic Capital Management LLC 0.20% New 41,302 $7.8M
Globeflex Capital L P 0.67% No change 38,561 $7.2M
Macquarie Group Ltd. 0.01% Add +7.9% 38,480 $7.2M
Acadian Asset Management LLC 0.02% Add +96.6% 38,087 $7.2M
O'shaughnessy Asset Management, LLC 0.06% Add +4.8% 37,688 $7.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.40% Add +3.4% 36,385 $6.8M
Boston Partners 0.01% Reduce -2.3% 36,054 $6.8M
GHP Investment Advisors, Inc. 0.32% Reduce -0.3% 35,111 $6.6M
National Pension Service 0.01% No change 34,772 $6.5M
Quadrature Capital Ltd 0.14% Add +48.4% 34,637 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.2% 34,519 $6.5M
TD Asset Management Inc 0.01% Reduce -7.4% 33,934 $6.4M
Corient Private Wealth LP 0.01% Add +18.9% 33,828 $6.4M
State of Wisconsin Investment Board 0.02% Reduce -46.4% 33,158 $6.2M
Sivik Global Healthcare LLC 3.34% Reduce -13.3% 32,500 $6.1M
Cozad Asset Management Inc. 0.61% Add +25.9% 32,282 $6.1M
First Citizens Bank & Trust Co. 0.15% Add +312.7% 31,453 $5.9M
Royal London Asset Management Ltd. 0.01% Add +5.1% 31,065 $5.8M
Ieq Capital, LLC 0.05% Add +117.8% 30,992 $5.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.1% 30,793 $5.8M
Wellington Management Group LLP 0.00% Add +31.0% 30,191 $5.7M
Asset Management One Co., Ltd. 0.02% Reduce -4.1% 30,155 $5.7M
Quantbot Technologies LP 0.18% Add +190.8% 29,688 $5.6M
Verition Fund Management LLC 0.03% Add +12.0% 29,478 $5.5M
New York State Common Retirement Fund 0.01% Reduce -4.9% 29,362 $5.5M
Schroder Investment Management Group 0.01% Add +0.5% 29,437 $5.5M
Burney Co./ 0.20% Reduce -4.8% 29,161 $5.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.31% No change 29,100 $5.5M
Gateway Investment Advisers LLC 0.06% Add +0.2% 28,792 $5.4M
Aberdeen Group plc 0.01% Add +117.5% 28,352 $5.3M
Pictet Asset Management Holding SA 0.01% Add +2.0% 27,996 $5.3M
Ensign Peak Advisors, Inc 0.01% Reduce -18.1% 26,909 $5.1M
Jefferies Financial Group Inc. 0.09% New 26,524 $5.0M
Cerity Partners LLC 0.01% Add +43.6% 25,121 $4.7M
Neuberger Berman Group LLC 0.00% Reduce -3.5% 23,950 $4.5M
Envestnet Portfolio Solutions, Inc. 0.02% Add +647.3% 23,501 $4.4M
Howard Capital Management, LLC 0.11% No change 23,450 $4.4M
Consolidated Investment Group LLC 0.66% Add +12.7% 22,985 $4.3M
CHURCHILL MANAGEMENT Corp 0.05% Add +0.5% 22,408 $4.2M
State of Alaska, Department of Revenue 0.05% Add +0.8% 21,876 $4.1M
Qsemble Capital Management, LP 0.42% New 21,033 $4.0M
Leuthold Group, LLC 0.51% Reduce -5.9% 20,812 $3.9M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.7% 20,744 $3.9M
Toronto Dominion Bank 0.01% Reduce -4.3% 20,582 $3.9M
Ontario Teachers Pension Plan Board 0.06% Add +48.7% 19,708 $3.7M
KLP Kapitalforvaltning As 0.02% Add +2.6% 19,687 $3.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -12.5% 18,900 $3.6M
Comerica Bank 0.01% Reduce -20.4% 18,767 $3.5M
Nomura Asset Management Co. Ltd. 0.01% Reduce -0.0% 18,149 $3.4M
Resona Asset Management Co.,Ltd. 0.02% Add +6.5% 18,166 $3.4M
State of Michigan Retirement System 0.02% No change 17,974 $3.4M
Credit Agricole S A 0.01% Add +2.3% 17,444 $3.3M
Nisa Investment Advisors, LLC 0.02% Reduce -38.5% 17,232 $3.2M
ProShare Advisors LLC 0.01% Add +3.5% 17,193 $3.2M
Susquehanna International Group, LLP 0.01% Reduce -49.9% 17,087 $3.2M
Arizona State Retirement System 0.02% Reduce -1.7% 16,980 $3.2M
Nomura Holdings Inc. 0.02% Add +395.1% 16,349 $3.1M
Elevation Point Wealth Partners, LLC 0.26% Add +23.5% 16,261 $3.1M
HRT Financial LP 0.02% New 16,135 $3.0M
Wolverine Trading, LLC 0.09% Add +85.8% 16,074 $3.0M
Centiva Capital, LP 0.17% Reduce -25.3% 15,330 $2.9M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 15,209 $2.9M
Carrera Capital Advisors 0.63% Add +5.2% 15,056 $2.8M
Susquehanna Fundamental Investments, LLC 0.05% Add +58.0% 14,906 $2.8M
Cetera Investment Advisers 0.01% Add +11.8% 14,369 $2.7M
Wealthfront Advisers LLC 0.01% Reduce -0.9% 14,329 $2.7M
Exchange Traded Concepts, LLC 0.05% Add +510.0% 14,214 $2.7M
Czech National Bank 0.02% Add +5.9% 13,485 $2.5M
Corebridge Financial, Inc. 0.01% Reduce -3.0% 13,476 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +27.8% 13,428 $2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 13,427 $2.5M
Handelsbanken Fonder AB 0.01% Reduce -0.7% 13,400 $2.5M
HighTower Advisors, LLC 0.00% Add +0.6% 13,328 $2.5M
Johnson Investment Counsel Inc. 0.02% Reduce -0.1% 13,284 $2.5M
iA Global Asset Management Inc. 0.04% Add +10.6% 13,263 $2.5M
Campbell & CO Investment Adviser LLC 0.19% Reduce -23.9% 12,885 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.1% 12,681 $2.4M
Retirement Systems of Alabama 0.01% Reduce -0.8% 12,618 $2.4M
Parsons Capital Management Inc. 0.13% Add +0.9% 12,581 $2.4M
Cunning Capital Partners, LP 1.50% Reduce -0.6% 12,528 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +43.9% 12,001 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -73.8% 11,816 $2.2M
Occudo Quantitative Strategies LP 0.29% Add +213.0% 11,847 $2.2M
Radnor Capital Management, LLC 0.36% Reduce -1.3% 11,445 $2.2M
Cwm, LLC 0.01% Add +227.2% 11,316 $2.1M
Jump Financial, LLC 0.03% Add +50.3% 11,267 $2.1M
Amalgamated Bank 0.02% Reduce -0.1% 11,244 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -1.4% 11,231 $2.1M
Tidal Investments LLC 0.02% Add +67.1% 10,975 $2.1M
UniSuper Management Pty Ltd 0.02% Add +5.3% 10,888 $2.0M
Bokf, NA 0.04% Add +267.7% 10,843 $2.0M
Ilex Capital Partners (UK) LLP 0.08% New 10,842 $2.0M
Janney Montgomery Scott LLC 0.01% Add +15.2% 10,730 $2.0M
DNB Asset Management AS 0.01% Reduce -2.5% 10,689 $2.0M
IFM Investors Pty Ltd 0.02% No change 10,582 $2.0M
Sterling Capital Management LLC 0.03% Reduce -4.8% 10,415 $2.0M
Keeley-Teton Advisors, LLC 0.23% Add +1.1% 10,115 $1.9M
RBF Capital, LLC 0.12% No change 10,000 $1.9M
Engineers Gate Manager LP 0.03% Reduce -78.8% 9,972 $1.9M
Mount Lucas Management LP 0.84% Add +115.8% 9,526 $1.8M
DGS Capital Management, LLC 0.47% Add +18.8% 9,526 $1.8M
Utah Retirement Systems 0.02% Reduce -2.2% 9,359 $1.8M
Summit Global Investments 0.13% Reduce -81.1% 9,311 $1.8M
Forsta Ap-Fonden 0.01% Reduce -17.0% 9,300 $1.7M
CIBC Asset Management Inc 0.01% Add +3.1% 9,268 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +2.7% 9,249 $1.7M
PGGM Investments 0.02% No change 9,206 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -42.9% 8,986 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +120.7% 8,599 $1.6M
Xponance LLC 0.02% Add +2.5% 8,565 $1.6M
Lanark Financial, Inc. 0.14% — 8,520 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -5.7% 8,498 $1.6M
Creative Planning 0.00% Add +2.1% 8,390 $1.6M
Empirical Finance, LLC 0.09% Add +1.8% 8,319 $1.6M
Daiwa Securities Group Inc. 0.01% Add +7.2% 8,307 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -31.2% 8,300 $1.6M
Cornercap Investment Counsel Inc. 0.82% Reduce -1.2% 8,291 $1.6M
Paragon Capital Management Inc. 1.25% New 8,265 $1.6M
Levin Capital Strategies, L.P. 0.16% Reduce -0.1% 8,200 $1.5M
Williams Jones Wealth Management, LLC. 0.02% No change 8,019 $1.5M
Public Sector Pension Investment Board 0.01% Add +10.0% 8,013 $1.5M
New York Life Investment Management LLC 0.02% Reduce -0.9% 7,916 $1.5M
Ritholtz Wealth Management 0.04% Add +20.5% 7,772 $1.5M
Dark Forest Capital Management LP 0.07% Add +40.9% 7,753 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -60.6% 7,627 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 7,506 $1.4M
ING Groep NV 0.01% New 7,497 $1.4M
Strategic Global Advisors, LLC 0.28% New 7,455 $1.4M
FORA Capital, LLC 0.14% Reduce -58.0% 7,428 $1.4M
EP Wealth Advisors, LLC 0.01% Add +10.7% 7,425 $1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.2% 7,338 $1.4M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.5% 7,201 $1.4M
State of Tennessee, Department of Treasury 0.01% Reduce -66.8% 7,201 $1.4M
Mercer Global Advisors Inc. 0.00% Add +50.6% 7,241 $1.4M
Cibc World Markets Corp. 0.01% Reduce -24.1% 7,082 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -13.2% 6,949 $1.3M
CastleKnight Management LP 0.15% Add +46.3% 6,950 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 6,819 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -2.1% 6,454 $1.2M
WINTON GROUP Ltd 0.07% Add +9.1% 6,351 $1.2M
Mediolanum International Funds Ltd 0.02% Add +9.5% 6,188 $1.2M
SG Americas Securities, LLC 0.00% New 6,073 $1.1M
Caprock Group, LLC 0.03% Add +368.0% 6,056 $1.1M
Linden Thomas Advisory Services, LLC 0.14% Add +0.1% 5,763 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 5,760 $1.1M
Commerce Bank 0.01% Reduce -7.6% 5,684 $1.1M
Walleye Trading LLC 0.03% Add +66.6% 5,665 $1.1M
Stifel Financial Corp. 0.00% Add +15.7% 5,645 $1.1M
Garrison Point Advisors, LLC 0.51% No change 5,590 $1.1M
Janus Henderson Group PLC 0.00% Reduce -26.2% 5,636 $1.0M
Pathstone Holdings, LLC 0.00% Add +5.1% 5,587 $1.0M
Convergence Investment Partners, LLC 0.29% Reduce -36.9% 5,563 $1.0M
Aster Capital Management (DIFC) Ltd 0.19% Add +5355.1% 5,946 $1.0M
Clearbridge Investments, LLC 0.00% No change 5,523 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -18.3% 5,438 $1.0M
Park Avenue Securities LLC 0.01% Add +87.4% 5,405 $1.0M
Mariner, LLC 0.00% Reduce -3.0% 5,373 $1.0M
MML Investors Services, LLC 0.00% Add +45.4% 5,358 $1.0M
Rakuten Investment Management, Inc. 0.00% — 5,367 $999K
Jackson Creek Investment Advisors LLC 0.32% Reduce -0.2% 5,307 $997K
Truist Financial Corp. 0.00% Reduce -1.3% 5,236 $984K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -8.8% 5,204 $978K
Brown Advisory Inc. 0.00% Add +5.4% 5,152 $968K
Bank of Nova Scotia 0.00% Reduce -35.0% 5,095 $957K
Walleye Capital LLC 0.01% Add +17.5% 5,048 $949K
Oregon Public Employees Retirement Fund 0.02% Add +0.6% 5,038 $947K
Foundry Partners, LLC 0.05% Reduce -94.0% 5,022 $944K
Aviance Capital Partners, LLC 0.13% New 5,000 $940K
Personal Cfo Solutions, LLC 0.19% Add +4.9% 4,982 $936K
Woodline Partners LP 0.01% Reduce -96.4% 4,960 $932K
Sterling Group Wealth Management, LLC 0.50% No change 4,957 $931K
Van Eck Associates Corp. 0.00% Add +21.4% 4,832 $908K
Natixis 0.01% Reduce -79.5% 4,739 $888K
Lecap Asset Management Ltd. 0.21% Reduce -50.0% 4,710 $885K
Inceptionr LLC 0.26% Reduce -29.8% 4,702 $884K
Mizuho Securities USA LLC 0.02% Reduce -15.5% 4,701 $883K
Alberta Investment Management Corp 0.01% No change 4,700 $883K
Bessemer Group Inc. 0.00% Reduce -77.3% 4,651 $874K
Kesler, Norman & Wride, LLC 0.17% Add +40.5% 4,639 $873K
Avantax Advisory Services, Inc. 0.01% Add +14.9% 4,590 $862K
Royal Fund Management, LLC 0.10% No change 4,588 $862K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.8% 4,539 $853K
Dean Investment Associates, LLC 0.13% Add +18.8% 4,527 $851K
Teachers Retirement System of the State of Kentucky 0.01% Add +2.2% 4,483 $843K
Haverford Trust Co 0.01% Add +36.6% 4,473 $840K
Caitlin John, LLC 0.82% Reduce -59.9% 4,471 $840K
CCM Investment Group, LLC 0.09% Add +4.0% 4,500 $838K
DekaBank Deutsche Girozentrale 0.00% Reduce -0.7% 4,521 $835K
Uncommon Cents Investing LLC 0.24% Add +1.1% 4,425 $831K
Merit Financial Group, LLC 0.01% New 4,376 $822K
Inspire Investing, LLC 0.10% Reduce -6.0% 4,320 $812K
AlphaQuest LLC 0.09% Add +82.2% 4,306 $809K
Bayforest Capital Ltd 0.35% Add +2768.0% 4,302 $808K
Qtron Investments LLC 0.12% No change 4,182 $786K
Swiss Life Asset Management Ltd 0.01% Add +11.3% 4,165 $783K
Versor Investments LP 0.12% Add +72.9% 4,015 $754K
Measured Wealth Private Client Group, LLC 0.24% Add +42.8% 4,012 $754K
Bayesian Capital Management, LP 0.12% New 3,900 $733K
denkapparat Operations GmbH 0.77% Add +196.8% 3,894 $732K
Allspring Global Investments Holdings, LLC 0.00% Reduce -92.9% 3,845 $722K
Kestra Advisory Services, LLC 0.00% Add +4.0% 3,653 $686K
Gsa Capital Partners LLP 0.06% New 3,644 $685K
Hartford Investment Management Co. 0.02% Reduce -1.0% 3,622 $681K
Osaic Holdings, Inc. 0.00% Reduce -53.6% 3,620 $680K
State of Wyoming 0.09% Add +49.8% 3,603 $677K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +43.7% 3,587 $673K
Teza Capital Management LLC 0.31% Reduce -64.0% 3,578 $672K
CSS LLC 0.13% Add +72.5% 3,450 $648K
Nordea Investment Management AB 0.00% Add +0.5% 3,471 $648K
Guggenheim Capital LLC 0.01% Add +13.6% 3,428 $644K
Meeder Asset Management Inc. 0.04% Add +738.1% 3,428 $644K
Resonant Capital Advisors, LLC 0.04% Add +1.3% 3,393 $638K
World Investment Advisors 0.02% Add +150.2% 3,363 $632K
Fieldview Capital Management, LLC 0.09% Add +5.5% 3,230 $607K
Louisiana State Employees Retirement System 0.01% No change 3,200 $601K
Laraway Financial Advisors Inc 0.47% No change 3,150 $592K
Townsquare Capital LLC 0.01% Add +36.9% 3,119 $586K
Schaper Benz & Wise Investment Counsel Inc. 0.05% No change 3,080 $579K
Securian Asset Management, Inc. 0.02% No change 3,074 $578K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.0% 3,059 $575K
Pacer Advisors, Inc. 0.00% Reduce -56.9% 3,047 $573K
Gulf International Bank (UK) Ltd 0.02% Reduce -38.0% 3,044 $571K
Allworth Financial LP 0.00% Add +0.1% 3,271 $569K
Fisher Asset Management 0.00% Add +13.2% 3,010 $566K
GMO 0.00% New 3,000 $564K
Norinchukin Bank, The 0.01% Add +14.4% 2,998 $563K
Neo Ivy Capital Management 0.18% Add +49.0% 2,982 $560K
Pallas Capital Advisors LLC 0.02% New 2,969 $558K
Sanders Morris Harris LLC 0.08% No change 2,890 $543K
Fullerton Fund Management Co Ltd. 0.03% New 2,881 $541K
LMR Partners LLP 0.01% New 2,821 $530K
Hudson Portfolio Management LLC 0.50% Reduce -1.8% 2,780 $522K
Algert Global LLC 0.01% New 2,770 $520K
New Mexico Educational Retirement Board 0.02% Reduce -3.5% 2,750 $517K
Twinbeech Capital LP 0.01% Reduce -98.2% 2,732 $513K
WealthTrust Asset Management, LLC 0.38% New 2,723 $512K
Shell Asset Management Co. 0.02% Reduce -4.0% 2,716 $510K
Polymer Capital Management (US) LLC 0.15% Add +117.7% 2,697 $507K
Maryland State Retirement & Pension System 0.01% Reduce -12.5% 2,677 $503K
Blueshift Asset Management, LLC 0.20% Add +119.7% 2,672 $502K
Captrust Financial Advisors 0.00% Add +53.0% 2,670 $502K
NewEdge Advisors, LLC 0.00% Add +2.7% 2,665 $501K
Foster & Motley Inc. 0.03% No change 2,638 $496K
Focus Partners Wealth 0.00% Add +80.6% 2,631 $494K
Savant Capital, LLC 0.00% Reduce -58.7% 2,622 $493K
AIA Group Ltd 0.01% Add +49.2% 2,612 $491K
Lido Advisors, LLC 0.00% Add +3.5% 2,609 $490K
Dynamic Technology Lab Private Ltd 0.07% New 2,490 $468K
US Bancorp \de 0.00% Add +0.3% 2,443 $459K
Hollencrest Capital Management 0.02% No change 2,386 $448K
QRG Capital Management, Inc. 0.00% Reduce -3.2% 2,382 $448K
Metis Global Partners, LLC 0.01% Add +19.6% 2,378 $447K
Prudential PLC 0.00% No change 2,341 $440K
Focus Partners Advisor Solutions, LLC 0.01% New 2,322 $436K
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 2,301 $432K
MQS Management LLC 0.25% New 2,283 $429K
Principal Securities, Inc. 0.01% No change 2,360 $423K
CIBC Private Wealth Group LLC 0.00% Add +2.6% 2,406 $417K
Aviva PLC 0.00% Reduce -1.8% 2,218 $417K
Penserra Capital Management LLC 0.01% Add +1365.8% 2,184 $410K
Versant Capital Management, Inc 0.07% Add +426.4% 2,153 $405K
M&T Bank Corp 0.00% Reduce -21.2% 2,128 $400K
Sienna Gestion 0.03% No change 2,180 $398K
CI Investments Inc. 0.00% Reduce -18.7% 2,117 $398K
Petrus Trust Company, LTA 0.04% New 2,111 $397K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 2,104 $395K
Ethic Inc. 0.01% Add +36.4% 2,098 $394K
Semanteon Capital Management, LP 0.21% New 2,072 $389K
NorthCoast Asset Management LLC 0.00% Add +7.3% 2,071 $389K
Alps Advisors Inc. 0.00% Add +37.2% 2,058 $387K
Integrated Quantitative Investments LLC 0.19% Reduce -2.0% 2,009 $377K
Granite Investment Partners, LLC 0.02% No change 2,000 $376K
Forum Financial Management, LP 0.01% Add +0.4% 1,960 $368K
Brevan Howard Capital Management LP 0.01% Reduce -42.4% 1,951 $367K
E Fund Management Co., Ltd. 0.02% Add +2.6% 1,936 $364K
Allstate Corp. 0.01% Add +10.5% 1,918 $360K
Parallel Advisors, LLC 0.01% Add +25.5% 1,911 $359K
Chesley Taft & Associates LLC 0.02% New 1,870 $351K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 1,868 $351K
Simon Quick Advisors, LLC 0.02% New 1,866 $351K
Quadrant Capital Group LLC 0.01% Add +207.4% 1,866 $351K
Commonwealth Equity Services, LLC 0.00% Add +24.3% 1,857 $349K
Humankind Investments LLC 0.09% Add +12.8% 1,857 $349K
R Squared Ltd 0.37% Add +1050.0% 1,840 $346K
Sanctuary Advisors, LLC 0.00% Reduce -68.0% 1,819 $342K
Retirement Planning Group, LLC 0.02% No change 1,810 $340K
Advisors Asset Management, Inc. 0.01% Reduce -2.8% 1,808 $340K
RHS Financial, LLC 0.19% Add +9.1% 1,787 $336K
Precision Wealth Strategies, LLC 0.26% Reduce -1.1% 1,783 $335K
MBB Public Markets I LLC 0.04% New 1,776 $334K
Choreo, LLC 0.01% Reduce -2.9% 1,769 $332K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.7% 1,731 $325K
HighPoint Advisor Group LLC 0.02% Reduce -2.8% 1,883 $324K
PharVision Advisers, LLC 0.45% Add +8.7% 1,709 $321K
Investment Management Corp of Ontario 0.01% New 1,709 $321K
Procyon Advisors, LLC 0.02% New 1,697 $319K
Fox Run Management, L.L.C. 0.05% New 1,687 $317K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.15% Add +77.1% 1,679 $315K
Platinum Investment Management Ltd. 0.02% Add +229.5% 1,608 $302K
Mach-1 Financial Group, LLC 0.09% New 1,581 $297K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.3% 1,545 $290K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.3% 1,545 $290K
Glenmede Trust Co. NA 0.00% Add +3.9% 1,531 $288K
Olympiad Research LP 0.33% New 1,508 $283K
Ingalls & Snyder LLC 0.01% No change 1,500 $282K
Wahed Invest LLC 0.05% New 1,485 $279K
Apollon Wealth Management, LLC 0.01% Add +13.8% 1,473 $277K
Silvercrest Asset Management Group LLC 0.00% No change 1,458 $274K
Coldstream Capital Management Inc. 0.01% Add +15.1% 1,457 $274K
Freedom Investment Management, Inc. 0.02% Reduce -17.5% 1,443 $271K
Kera Capital Partners, Inc. 0.08% New 1,439 $270K
Greenleaf Trust 0.00% Reduce -2.5% 1,432 $269K
Tower Research Capital LLC (TRC) 0.01% Reduce -66.2% 1,428 $267K
GF Fund Management Co. LTD. 0.01% No change 1,416 $266K
Prelude Capital Management, LLC 0.03% New 1,413 $266K
Cresset Asset Management, LLC 0.00% New 1,410 $265K
Blair William & Co. 0.00% Reduce -12.7% 1,407 $264K
CWA Asset Management Group, LLC 0.01% Add +15.2% 1,391 $261K
Acropolis Investment Management, LLC 0.02% Reduce -5.2% 1,380 $259K
Wbi Investments, LLC 0.07% Reduce -65.6% 1,373 $258K
XTX Topco Ltd 0.01% Reduce -76.8% 1,361 $256K
Fifth Third Bancorp 0.00% Reduce -29.2% 1,357 $255K
IFP Advisors, Inc 0.01% Add +6.7% 1,315 $247K
New Wave Wealth Advisors LLC 0.11% New 1,310 $246K
Baker Avenue Asset Management, LP 0.01% Reduce -91.1% 1,285 $241K
Amplius Wealth Advisors, LLC 0.03% New 1,282 $241K
Stevens Capital Management LP 0.06% New 1,271 $239K
Aaron Wealth Advisors LLC 0.03% New 1,266 $238K
United Services Automobile Association 0.01% New 1,260 $235K
GW Henssler & Associates Ltd. 0.01% No change 1,229 $231K
Fortress Private Ledger, LLC 0.13% New 1,216 $229K
Graham Capital Management, L.P. 0.01% Reduce -87.7% 1,215 $228K
Csenge Advisory Group 0.01% New 1,301 $227K
Diversified Trust Co. 0.01% Reduce -59.2% 1,207 $227K
Hilltop Holdings Inc. 0.01% New 1,206 $226K
Kestra Private Wealth Services, LLC 0.00% New 1,204 $226K
Trust Co. of Toledo NA 0.03% No change 1,200 $225K
Hemenway Trust Co LLC 0.02% No change 1,200 $225K
Stephens Inc. 0.00% Reduce -0.5% 1,200 $225K
Two Sigma Advisers, LP 0.00% Reduce -83.6% 1,200 $225K
Chicago Partners Investment Group LLC 0.01% New 1,166 $218K
Evergreen Capital Management LLC 0.01% New 1,156 $217K
MeadowBrook Investment Advisors LLC 0.21% No change 1,150 $216K
Drive Wealth Management, LLC 0.05% Reduce -5.7% 1,147 $216K
Affinity Investment Advisors, LLC 0.17% New 1,140 $214K
V-Square Quantitative Management LLC 0.03% No change 1,133 $213K
AllSquare Wealth Management LLC 0.13% No change 1,125 $211K
Capital Investment Advisors, LLC 0.00% Add +0.1% 1,123 $211K
United Capital Financial Advisors, LLC 0.00% New 1,109 $208K
Wedmont Private Capital 0.01% Reduce -9.8% 1,186 $208K
Atria Investments, Inc 0.00% Reduce -2.8% 1,101 $207K
Renasant Bank 0.14% New 1,094 $206K
Atlas Capital Advisors Inc. 0.03% Reduce -55.4% 1,093 $205K
Compass Ion Advisors, LLC 0.02% New 1,084 $204K
HB Wealth Management, LLC 0.00% Reduce -14.5% 1,070 $201K
Mufg Securities Americas Inc. 0.02% Add +19.9% 1,040 $195K
Lindbrook Capital, LLC 0.02% Add +939.4% 1,029 $193K
Intact Investment Management Inc. 0.01% Add +25.0% 1,000 $188K
Assetmark, Inc. 0.00% Reduce -91.8% 953 $179K
Horizon Investments, LLC 0.00% Add +3.6% 842 $158K
TD Waterhouse Canada Inc. 0.00% No change 800 $150K
Ossiam 0.00% Add +4.6% 757 $142K
GAMMA Investing LLC 0.01% Reduce -9.3% 738 $139K
Signaturefd, LLC 0.00% Add +34.8% 728 $137K
Covestor Ltd 0.09% Add +19.5% 704 $133K
Ameritas Investment Partners, Inc. 0.00% No change 602 $113K
Caitong International Asset Management Co., Ltd 0.08% Add +81.6% 583 $110K
Quarry LP 0.03% Add +46.6% 544 $102K
Ostrum Asset Management 0.01% Reduce -7.4% 537 $101K
Canada Post Corp Registered Pension Plan 0.04% No change 535 $101K
Harvest Fund Management Co., Ltd 0.00% Add +1872.0% 493 $92K
Smartleaf Asset Management LLC 0.01% No change 455 $85K
Brooklyn Investment Group 0.02% Add +3.0% 416 $78K
CX Institutional 0.00% New 395 $74K
Siemens Fonds Invest GmbH 0.00% New 381 $72K
Leonteq Securities AG 0.01% New 376 $70K
Whittier Trust Co. 0.00% No change 360 $68K
Arax Advisory Partners 0.00% Add +152.7% 331 $62K
MAI Capital Management 0.00% Reduce -2.4% 330 $62K
GeoWealth Management, LLC 0.00% Reduce -11.0% 299 $56K
EverSource Wealth Advisors, LLC 0.00% Add +243.7% 299 $56K
Clearstead Advisors, LLC 0.00% Add +143.7% 290 $54K
Farther Finance Advisors, LLC 0.00% Add +13.4% 288 $54K
Montag A & Associates Inc. 0.00% No change 286 $54K
Sunbelt Securities, Inc. 0.00% Reduce -7.1% 273 $51K
Federated Hermes, Inc. 0.00% Add +89.7% 258 $48K
Campbell Capital Management Inc. 0.03% No change 254 $48K
True Wealth Design, LLC 0.02% Add +25.9% 238 $45K
Jones Financial Companies LLLP 0.00% Reduce -13.7% 240 $45K
WealthCollab, LLC 0.03% Add +2.9% 215 $40K
Manchester Capital Management LLC 0.01% Add +4.4% 215 $40K
Deseret Mutual Benefit Administrators 0.02% No change 209 $39K
UMB Bank, n.a. 0.00% Add +49.3% 203 $38K
Cromwell Holdings LLC 0.02% Add +2.0% 201 $38K
Mather Group, Llc. 0.00% Reduce -25.2% 187 $35K
Sentry Investment Management LLC 0.02% New 203 $35K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -33.5% 181 $34K
Smithfield Trust Co 0.00% No change 155 $31K
Quent Capital, LLC 0.00% Reduce -10.1% 161 $30K
Zions Bancorporation, National Association 0.00% — 159 $30K
Hemington Wealth Management 0.00% Add +25.3% 119 $22K
Steward Partners Investment Advisory, LLC 0.00% No change 113 $21K
Parkside Financial Bank & Trust 0.00% Reduce -8.6% 96 $18K
Brown, Lisle/Cummings, Inc. 0.01% No change 95 $18K
TCTC Holdings, LLC 0.00% Add +23.9% 88 $17K
LRI Investments, LLC 0.00% Reduce -69.6% 84 $16K
Private Trust Co. NA 0.00% Add +1440.0% 77 $14K
Cullen/Frost Bankers, Inc. 0.00% New 77 $14K
WASHINGTON TRUST Co 0.00% No change 75 $14K
Silver Oak Securities, Incorporated 0.00% New 75 $14K
Hillsdale Investment Management Inc. 0.00% No change 70 $13K
JFS Wealth Advisors, LLC 0.00% No change 69 $13K
Creative Financial Designs Inc. 0.00% No change 69 $13K
Kiker Wealth Management, LLC 0.01% New 67 $13K
MV Capital Management, Inc. 0.00% Add +1.6% 62 $12K
Huntington National Bank 0.00% Reduce -78.6% 60 $11K
Park Square Financial Group, LLC 0.01% Add +22.4% 60 $11K
Harbour Investments, Inc. 0.00% Reduce -9.1% 60 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.1% 60 $11K
Loomis Sayles & Co. L P 0.00% Reduce -5.0% 57 $11K
Geneos Wealth Management Inc. 0.00% Add +119.2% 57 $11K
Legacy Wealth Managment, LLC 0.01% New 55 $10K
SBI Securities Co., Ltd. 0.00% Add +125.0% 54 $10K
Valley National Advisers Inc. 0.00% No change 58 $10K
Capital Advisors, Ltd. LLC 0.00% No change 52 $10K
Harbor Capital Advisors, Inc. 0.00% Reduce -49.1% 54 $10K
Safe Harbor Fiduciary, LLC 0.01% No change 52 $10K
Prestige Wealth Management Group LLC 0.00% No change 51 $10K
Crowley Wealth Management, Inc. 0.01% No change 50 $9K
Richardson Financial Services Inc. 0.01% Add +56.3% 50 $9K
Anchor Investment Management, LLC 0.00% No change 47 $9K
Sierra Ocean, LLC 0.01% No change 47 $9K
Bell Investment Advisors, Inc 0.00% Add +23.7% 47 $9K
WPG Advisers, LLC 0.01% Add +221.4% 45 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 44 $8K
First Horizon Advisors, Inc. 0.00% Reduce -53.3% 42 $8K
BOK Financial Private Wealth, Inc. 0.00% New 38 $7K
Wilmington Savings Fund Society, FSB 0.00% No change 33 $6K
Rakuten Securities, Inc. 0.00% Reduce -5.9% 32 $6K
Fortitude Family Office, LLC 0.00% No change 32 $6K
Golden State Wealth Management, LLC 0.00% No change 32 $6K
CENTRAL TRUST Co 0.00% No change 29 $5K
Louisbourg Investments Inc. 0.00% New 25 $5K
Clearstead Trust, LLC 0.00% New 24 $5K
Saudi Central Bank 0.02% New 23 $4K
Investors Research Corp 0.00% No change 23 $4K
Private Wealth Management Group, LLC 0.00% Reduce -38.9% 22 $4K
Avion Wealth 0.00% No change 27 $4K
Catherine Avery Investment Management LLC 0.00% No change 21 $4K
WealthTrak Capital Management LLC 0.00% Reduce -63.8% 21 $4K
Cherry Tree Wealth Management, LLC 0.00% New 18 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.9% 18 $3K
SJS Investment Consulting Inc. 0.00% No change 17 $3K
Dunhill Financial, LLC 0.00% Reduce -12.5% 14 $3K
Truvestments Capital LLC 0.00% No change 14 $3K
TD Private Client Wealth LLC 0.00% Add +57.1% 11 $2K
GW&K Investment Management, LLC 0.00% Reduce -28.6% 10 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 10 $2K
Global Financial Private Client, LLC 0.00% Add +150.0% 10 $2K
Rothschild Investment LLC 0.00% Reduce -37.5% 10 $2K
Blue Trust, Inc. 0.00% Reduce -9.1% 10 $2K
Sachetta, LLC 0.00% No change 9 $2K
Rialto Wealth Management, LLC 0.00% New 8 $2K
Physician Wealth Advisors, Inc. 0.00% New 8 $2K
Grove Bank & Trust 0.00% New 8 $2K
Colonial Trust Co / SC 0.00% Reduce -83.0% 8 $2K
Rossby Financial, LCC 0.00% New 8 $1K
Spire Wealth Management 0.00% No change 7 $1K
Raffa Wealth Management, LLC 0.00% No change 6 $1K
Ogorek Anthony Joseph /NY/ 0.00% New 10 $1K
Picton Mahoney Asset Management 0.00% No change 5 $1K
Highline Wealth Partners LLC 0.00% No change 5 $942
Sound Income Strategies, LLC 0.00% No change 5 $940
Bruce G. Allen Investments, LLC 0.00% No change 4 $752
Binnacle Investments Inc 0.00% — 4 $752
AdvisorNet Financial, Inc 0.00% Add +100.0% 4 $752
CoreCap Advisors, LLC 0.00% Reduce -81.8% 4 $752
Parkworth Wealth Management, Inc. 0.00% No change 3 $564
Whipplewood Advisors, LLC 0.00% Add +2800.0% 87 $564
Rise Advisors, LLC 0.00% New 3 $564
Greenline Partners, LLC 0.00% New 3 $564
TFC Financial Management, Inc. 0.00% No change 3 $564
Brown Brothers Harriman & Co. 0.00% No change 3 $564
SouthState Bank Corp 0.00% New 3 $564
Hughes Financial Services, LLC 0.00% New 3 $563
HFM Investment Advisors, LLC 0.00% — 2 $376
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $376
NewSquare Capital LLC 0.00% No change 2 $376
Larson Financial Group LLC 0.00% Reduce -96.1% 2 $376
Bay Harbor Wealth Management, LLC 0.00% New 2 $375
American Capital Advisory, LLC 0.00% New 1 $188
Private Wealth Asset Management, LLC 0.00% — 1 $188
Stonebridge Financial Group, LLC 0.00% New 1 $188
Hantz Financial Services, Inc. 0.00% New 1 $0

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