Universal Health Services-BUHS

13F holders, Q2 2026 (June 30)
596holders −60
63new positions
123sold out
10famous investors
$148.73avg. 13F price*

At the end of Q2 2026, 596 institutions reported holding Universal Health Services-B (UHS) in their 13F filings, down 60 from Q1 2026. 63 opened new positions and 123 sold out. The largest holders were First Eagle Investment Management, LLC ($677.2M), BlackRock, Inc. ($603.7M) and Vanguard Capital Management LLC ($504.4M). 10 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions63$143.3M
Exits123$380.1M

All 13F filers, Q1 2026 → Q2 2026: 7,445,504 shares bought and 7,672,691 shares sold, net −227,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 596 holders

First Eagle Investment Management, LLC 1.12% Add +3.0% 4,554,670 $677.2M
BlackRock, Inc. 0.01% Reduce -6.6% 4,059,826 $603.7M
Vanguard Capital Management LLC 0.01% Reduce -1.8% 3,392,199 $504.4M
Vanguard Portfolio Management LLC 0.02% Reduce -2.2% 2,452,177 $364.6M
Dimensional Fund Advisors LP 0.06% Add +24.1% 2,210,595 $328.7M
State Street Corp. 0.01% Reduce -18.5% 2,102,613 $312.6M
Geode Capital Management, LLC 0.02% Add +1.3% 1,974,065 $293.2M
Pzena Investment Management LLC 0.86% Add +3.0% 1,969,327 $292.8M
Invesco Ltd. 0.02% Add +22.8% 1,951,147 $290.1M
FMR LLC 0.01% Add +7.8% 1,416,755 $210.7M
Arrowstreet Capital, Limited Partnership 0.09% Add +15.4% 1,415,848 $210.5M
Los Angeles Capital Management LLC 0.58% Add +60.7% 1,068,124 $158.8M
American Century Companies Inc. 0.06% Add +13.3% 944,592 $140.5M
LSV Asset Management 0.25% Add +22.3% 942,682 $140.2M
Massachusetts Financial Services Co. 0.04% Add +1.8% 906,103 $135.5M
Norges Bank 0.01% — 888,499 $132.1M
Morgan Stanley 0.01% Add +21.4% 749,754 $111.5M
Goldman Sachs Group Inc. 0.01% Reduce -54.8% 601,953 $89.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.1% 575,185 $85.5M
Canada Pension Plan Investment Board 0.05% Add +6019.9% 563,029 $83.7M
AQR Capital Management 0.03% Reduce -10.6% 523,210 $76.9M
Hotchkis & Wiley Capital Management LLC 0.22% Add +115.2% 510,534 $75.9M
SG Americas Securities, LLC 0.04% Add +417.0% 450,963 $67.1M
Northern Trust Corp. 0.01% Reduce -14.7% 450,821 $67.0M
Invenomic Capital Management LP 3.80% Add +130.8% 427,264 $63.5M
Millennium Management 0.04% Reduce -39.3% 417,369 $62.1M
Qube Research & Technologies Ltd 0.07% New 397,433 $59.1M
Mackenzie Financial Corp. 0.06% Add +240.8% 380,905 $56.6M
Ranmore Fund Management Ltd 6.26% Add +46.1% 379,993 $56.5M
Allianz Asset Management GmbH 0.05% Add +13.6% 377,986 $56.2M
Worldquant Millennium Advisors LLC 0.18% Add +1.8% 353,625 $52.6M
UBS Group AG 0.01% Add +22.3% 334,221 $49.7M
Citadel Advisors 0.03% Add +274.9% 308,147 $45.8M
Quantinno Capital Management LP 0.06% Reduce -6.9% 307,907 $45.8M
Bank of New York Mellon Corp 0.01% Reduce -19.8% 299,992 $44.6M
Nordea Investment Management AB 0.04% Add +3168.4% 300,663 $44.4M
Vanguard Fiduciary Trust Co. 0.01% Reduce -3.4% 296,467 $44.1M
Khrom Capital Management LLC 3.30% Add +56.7% 264,994 $39.4M
Russell Investments Group, Ltd. 0.03% Add +7.0% 253,289 $37.6M
Bridgewater Associates 0.14% Add +67.3% 228,121 $33.9M
Sei Investments Co. 0.03% Add +14.8% 222,614 $33.1M
Moore Capital Management, LP 0.78% Add +83.4% 222,422 $33.1M
Allspring Global Investments Holdings, LLC 0.05% Add +704.7% 218,817 $32.9M
Deutsche Bank AG 0.01% Reduce -14.3% 209,847 $31.2M
First Trust Advisors LP 0.02% Add +19.6% 208,876 $31.1M
Carronade Capital Management, LP 0.52% New 200,000 $29.7M
JPMorgan Chase & Co. 0.00% Reduce -40.1% 198,975 $29.6M
Arbejdsmarkedets Tillaegspension 0.62% Add +41.7% 193,100 $28.7M
Franklin Resources Inc. 0.01% Reduce -3.2% 188,646 $28.0M
Barclays PLC 0.01% Add +40.8% 186,686 $27.8M
Bank of America Corp. 0.00% Reduce -29.5% 184,007 $27.4M
Lazard Asset Management LLC 0.04% Reduce -51.1% 183,106 $27.2M
KBC Group NV 0.05% Reduce -17.7% 152,461 $22.7M
Susquehanna Portfolio Strategies, LLC 0.36% Add +309.9% 151,549 $22.5M
D. E. Shaw & Co. 0.01% Add +38.8% 145,250 $21.6M
Squarepoint Ops LLC 0.04% Add +106.5% 143,095 $21.3M
Empowered Funds, LLC 0.11% Add +5.1% 135,220 $20.1M
Nuveen, LLC 0.00% Reduce -1.8% 133,584 $19.9M
Susquehanna International Group, LLP 0.02% Add +336.2% 125,808 $18.7M
Vanguard Global Advisers, LLC 0.01% Add +1.9% 125,730 $18.7M
BNP Paribas Financial Markets 0.01% Reduce -21.6% 125,299 $18.6M
Exchange Traded Concepts, LLC 0.09% Add +25.3% 124,629 $18.5M
Citigroup Inc. 0.01% Add +106.5% 121,209 $18.0M
Legal & General Group Plc 0.00% Reduce -45.8% 120,265 $17.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% Reduce -56.9% 118,900 $17.7M
HSBC Holdings PLC 0.01% Add +12.2% 116,844 $17.3M
Rhumbline Advisers 0.01% Reduce -8.1% 114,081 $17.0M
Y-Intercept (Hong Kong) Ltd 0.33% Add +139.0% 113,700 $16.9M
Bank of Montreal 0.01% Add +28.6% 109,822 $16.3M
Swiss National Bank 0.01% Reduce -36.7% 102,600 $15.3M
Gotham Asset Management 0.03% Reduce -21.0% 99,927 $14.9M
Ameriprise Financial Inc. 0.00% Add +7.9% 99,772 $14.8M
Victory Capital Management Inc. 0.01% Add +17.4% 99,155 $14.7M
Raymond James Financial Inc. 0.00% Reduce -29.9% 96,369 $14.3M
Trexquant Investment LP 0.09% Add +233.3% 96,318 $14.3M
California Public Employees Retirement System 0.01% Add +1.5% 95,536 $14.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -61.9% 90,402 $13.4M
Wells Fargo & Company 0.00% Reduce -33.2% 89,193 $13.3M
Alliancebernstein L.P. 0.00% Add +23.1% 73,775 $13.2M
Prudential Financial Inc. 0.01% Add +85.1% 81,639 $12.1M
T. Rowe Price Associates Inc. 0.00% Reduce -8.2% 80,407 $12.0M
Amundi 0.00% Reduce -65.9% 79,885 $11.9M
Distillate Capital Partners LLC 0.60% Add +3.0% 77,035 $11.5M
Royal Bank of Canada 0.00% Reduce -11.9% 74,720 $11.1M
CastleKnight Management LP 0.39% Add +39.6% 71,200 $10.6M
Glenmede Trust Co. NA 0.04% Add +432.7% 67,627 $10.1M
Man Group plc 0.02% Add +34.8% 66,995 $10.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -46.4% 66,464 $9.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.32% Reduce -0.6% 66,300 $9.9M
Westport Asset Management Inc. 3.95% No change 65,059 $9.7M
Cambria Investment Management, L.P. 0.48% Add +30.9% 64,693 $9.6M
Principal Financial Group Inc. 0.00% Reduce -4.0% 63,391 $9.4M
Boston Partners 0.01% Add +19.5% 62,327 $9.3M
California State Teachers Retirement System 0.01% Reduce -9.2% 59,335 $8.8M
Treasurer of the State of North Carolina 0.02% Reduce -7.3% 58,785 $8.7M
First Citizens Bank & Trust Co. 0.13% Add +3.3% 58,121 $8.6M
Balyasny Asset Management L.P. 0.01% Reduce -68.9% 53,030 $7.9M
Creative Planning 0.00% Add +85.6% 52,582 $7.8M
Royce & Associates LP 0.06% New 51,645 $7.7M
Edgestream Partners, L.P. 0.22% Add +78.0% 50,240 $7.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +77.8% 49,043 $7.3M
Wedge Capital Management L L P 0.12% Add +13.1% 48,425 $7.2M
Mutual of America Capital Management LLC 0.07% Add +711.8% 47,605 $7.1M
Envestnet Portfolio Solutions, Inc. 0.03% Add +4.2% 46,719 $6.9M
State of Wisconsin Investment Board 0.01% Add +15.9% 45,449 $6.8M
Van Eck Associates Corp. 0.00% Add +852.8% 45,389 $6.7M
New York State Teachers Retirement System 0.01% Reduce -19.9% 44,323 $6.6M
Assenagon Asset Management S.A. 0.01% Reduce -50.2% 44,000 $6.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -33.0% 42,599 $6.3M
Globeflex Capital L P 0.79% Reduce -6.4% 41,697 $6.2M
Point72 Asset Management 0.01% New 41,363 $6.2M
Cerity Partners LLC 0.01% Add +44.5% 40,982 $6.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -33.5% 40,671 $6.0M
Manufacturers Life Insurance Company, The 0.00% Add +0.1% 40,078 $6.0M
National Bank of Canada 0.01% Add +2.6% 39,697 $5.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -19.5% 39,532 $5.9M
Vestcor Inc 0.14% Reduce -8.8% 37,907 $5.6M
LPL Financial LLC 0.00% Reduce -21.1% 35,393 $5.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.22% Reduce -0.1% 34,375 $5.1M
GHP Investment Advisors, Inc. 0.18% Reduce -5.6% 33,366 $5.0M
Corient Private Wealth LP 0.01% Reduce -71.1% 33,351 $5.0M
Bank of Nova Scotia 0.01% Add +160.0% 33,234 $4.9M
Algert Global LLC 0.06% Add +278.1% 32,060 $4.8M
Peak Retirement Planning, Inc. 0.74% New 31,287 $4.7M
Tudor Investment Corporation 0.02% Reduce -79.8% 30,081 $4.5M
Thrive Capital Management, LLC 0.84% New 29,801 $4.4M
Burney Co./ 0.12% Reduce -43.1% 29,188 $4.3M
Tidal Investments LLC 0.01% Reduce -39.5% 28,311 $4.2M
New York State Common Retirement Fund 0.01% No change 27,762 $4.1M
State of Alaska, Department of Revenue 0.04% Reduce -9.5% 27,589 $4.1M
Wellington Management Group LLP 0.00% Reduce -23.7% 27,161 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +13.6% 26,924 $4.0M
Neuberger Berman Group LLC 0.00% Add +0.8% 26,111 $3.9M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -5.4% 25,730 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Add +4.0% 24,482 $3.6M
Howard Capital Management, LLC 0.04% Reduce -0.0% 23,450 $3.5M
Fifth Third Bancorp 0.01% Reduce -2.5% 23,409 $3.5M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.2% 23,210 $3.5M
CIBC Bancorp USA Inc. 0.00% Reduce -6.9% 23,106 $3.4M
Mubadala Investment Co PJSC 0.01% Add +19.1% 22,892 $3.4M
Jupiter Topco LLC 0.00% — 22,086 $3.3M
Public Employees Retirement System of Ohio 0.01% Add +7.2% 21,589 $3.2M
Jefferies Financial Group Inc. 0.03% Reduce -27.3% 21,400 $3.2M
Sivik Global Healthcare LLC 2.38% No change 17,500 $3.1M
Caxton Associates LLP 0.06% Add +333.7% 20,792 $3.1M
Mercer Global Advisors Inc. 0.00% Add +15.8% 20,650 $3.1M
XTX Topco Ltd 0.04% Add +392.0% 20,402 $3.0M
Intech Investment Management LLC 0.03% Reduce -47.5% 20,281 $3.0M
Natixis 0.01% Reduce -59.7% 20,029 $3.0M
Elevation Point Wealth Partners, LLC 0.05% Add +32.8% 19,393 $2.9M
ProShare Advisors LLC 0.00% Add +20.2% 19,299 $2.9M
Landscape Capital Management, L.L.C. 0.17% Add +140.1% 17,153 $2.6M
Vident Advisory, LLC 0.02% New 17,121 $2.5M
Nomura Asset Management International Inc. 0.00% No change 16,700 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -39.0% 16,573 $2.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -9.8% 16,371 $2.4M
Focus Partners Wealth 0.00% Add +4.0% 15,633 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -69.0% 15,557 $2.3M
Freestone Grove Partners LP 0.01% New 15,397 $2.3M
Public Sector Pension Investment Board 0.01% Add +69.1% 15,207 $2.3M
Czech National Bank 0.01% Add +0.8% 15,168 $2.3M
Harbor Capital Advisors, Inc. 0.15% Add +69.4% 15,158 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.5% 15,046 $2.2M
Ensign Peak Advisors, Inc 0.00% Add +185.9% 14,937 $2.2M
Handelsbanken Fonder AB 0.01% Add +0.7% 14,900 $2.2M
Boothbay Fund Management, LLC 0.04% Add +37.2% 14,869 $2.2M
Credit Agricole S A 0.01% Add +159.1% 14,839 $2.2M
Brevan Howard Capital Management LP 0.03% New 14,658 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -0.5% 14,542 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +6.6% 14,124 $2.1M
Arizona State Retirement System 0.01% Reduce -6.1% 14,098 $2.1M
OMERS ADMINISTRATION Corp 0.01% Reduce -1.6% 14,062 $2.1M
State of Michigan Retirement System 0.01% Reduce -16.7% 13,640 $2.0M
HighTower Advisors, LLC 0.00% Reduce -2.8% 13,536 $2.0M
Wealthfront Advisers LLC 0.00% Reduce -3.6% 13,389 $2.0M
Voya Investment Management LLC 0.00% Reduce -88.8% 13,373 $2.0M
Dark Forest Capital Management LP 0.13% Add +42.9% 13,244 $2.0M
SVB Wealth LLC 0.12% Add +10.4% 13,061 $1.9M
Paralel Advisors LLC 0.07% New 12,903 $1.9M
Vanguard Investments Australia, Ltd. 0.00% Reduce -51.0% 12,693 $1.9M
Schroder Investment Management Group 0.00% Reduce -1.5% 12,833 $1.9M
Numerai GP LLC 0.15% Add +39.8% 12,599 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -45.5% 12,598 $1.9M
Cunning Capital Partners, LP 0.75% No change 12,528 $1.9M
GMO 0.00% Reduce -83.5% 12,334 $1.8M
Parsons Capital Management Inc. 0.08% Reduce -2.2% 12,202 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -5.5% 12,149 $1.8M
iA Global Asset Management Inc. 0.02% Add +43.2% 12,009 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -8.5% 11,770 $1.8M
CIBC Asset Management Inc 0.00% Reduce -16.6% 11,734 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.9% 12,510 $1.7M
KLP Kapitalforvaltning As 0.01% Reduce -42.3% 11,600 $1.7M
Gateway Investment Advisers LLC 0.02% Reduce -61.8% 11,374 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -94.8% 11,371 $1.7M
Pictet Asset Management Holding SA 0.00% Reduce -57.7% 11,242 $1.7M
CreativeOne Wealth, LLC 0.04% New 11,230 $1.7M
Retirement Systems of Alabama 0.01% Reduce -4.5% 11,195 $1.7M
Virtus Family Office LLC 1.30% Add +29.9% 11,082 $1.6M
Dynamic Technology Lab Private Ltd 0.37% New 11,040 $1.6M
Occudo Quantitative Strategies LP 0.09% New 10,964 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -29.9% 10,798 $1.6M
Cozad Asset Management Inc. 0.10% Reduce -27.5% 10,650 $1.6M
Engineers Gate Manager LP 0.02% Add +840.2% 10,643 $1.6M
Radnor Capital Management, LLC 0.22% No change 10,525 $1.6M
Hussman Strategic Advisors, Inc. 0.36% No change 10,500 $1.6M
Coppell Advisory Solutions LLC 0.13% New 14,001 $1.5M
Gsa Capital Partners LLP 0.09% Add +138.6% 10,097 $1.5M
Graham Capital Management, L.P. 0.06% New 10,021 $1.5M
RBF Capital, LLC 0.06% No change 10,000 $1.5M
Bokf, NA 0.02% Add +0.6% 9,956 $1.5M
NEOS Investment Management LLC 0.01% Add +30.4% 9,762 $1.5M
Moody Aldrich Partners LLC 0.26% No change 9,723 $1.4M
Horizon Investments, LLC 0.02% Add +1.1% 9,718 $1.4M
Baird Financial Group, Inc. 0.00% Add +7.2% 9,651 $1.4M
Gabelli Funds LLC 0.01% No change 9,451 $1.4M
Amalgamated Bank 0.01% Reduce -23.1% 9,374 $1.4M
CenterBook Partners LP 0.07% Add +401.8% 9,258 $1.4M
SummitTX Capital, L.P. 0.04% New 9,131 $1.4M
Magnetar Financial LLC 0.01% Add +29.7% 9,084 $1.4M
Toronto Dominion Bank 0.00% Reduce -45.2% 8,879 $1.3M
Aviance Capital Partners, LLC 0.13% Add +23.8% 8,558 $1.3M
Teacher Retirement System of Texas 0.00% Reduce -91.3% 8,556 $1.3M
TD Asset Management Inc 0.00% Reduce -42.8% 8,521 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -19.4% 8,513 $1.3M
Cibc World Market Inc. 0.00% New 8,494 $1.3M
Lanark Financial, Inc. 0.08% Reduce -0.5% 8,399 $1.2M
Keeler Thomas Management LLC 0.43% Add +8.7% 8,132 $1.2M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -64.3% 8,117 $1.2M
Williams Jones Wealth Management, LLC. 0.01% No change 8,019 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +28.7% 8,009 $1.2M
Levin Capital Strategies, L.P. 0.08% No change 8,000 $1.2M
CSS LLC 0.16% Add +13.7% 7,819 $1.2M
Panagora Asset Management Inc. 0.00% Reduce -94.1% 7,741 $1.2M
Utah Retirement Systems 0.01% Reduce -10.7% 7,729 $1.1M
Stifel Financial Corp. 0.00% Add +10.3% 7,618 $1.1M
Summit Trail Advisors, LLC 0.01% Reduce -26.1% 7,493 $1.1M
Cetera Investment Advisers 0.00% Reduce -64.0% 7,391 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -17.7% 7,327 $1.1M
New York Life Investment Management LLC 0.01% Reduce -3.3% 7,323 $1.1M
CSM Advisors, LLC 0.02% Add +4.7% 7,293 $1.1M
Jane Street Group, LLC 0.00% Reduce -89.3% 7,151 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 7,143 $1.1M
Mangrove Partners Im, LLC 0.07% New 7,115 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +83.6% 7,026 $1.0M
Axq Capital, LP 0.11% Add +245.8% 6,847 $1.0M
Swiss Life Asset Management Ltd 0.00% Add +5.4% 6,836 $1.0M
Pathstone Holdings, LLC 0.00% Add +48.2% 6,710 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -44.3% 6,707 $997K
Paragon Capital Management Inc. 0.74% Reduce -2.0% 6,692 $995K
Oregon Public Employees Retirement Fund 0.01% Add +4.7% 6,644 $988K
Mariner, LLC 0.00% Reduce -29.2% 6,609 $983K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% No change 6,589 $980K
Ritholtz Wealth Management 0.01% Reduce -17.8% 6,554 $974K
ING Groep NV 0.00% Reduce -8.0% 6,552 $974K
denkapparat Operations GmbH 0.32% No change 6,522 $970K
Catalyst Funds Management Pty Ltd 0.05% New 6,500 $966K
Nisa Investment Advisors, LLC 0.00% Reduce -11.8% 6,332 $942K
Quantitative Investment Management, LLC 0.10% Add +78.1% 6,074 $903K
Meeder Asset Management Inc. 0.05% Reduce -54.5% 6,032 $897K
Yousif Capital Management, LLC 0.01% Add +8.7% 5,963 $887K
Savant Capital, LLC 0.00% Add +33.0% 5,306 $882K
Empirical Finance, LLC 0.04% Add +16.0% 5,895 $877K
Linden Thomas Advisory Services, LLC 0.07% Reduce -0.2% 5,892 $876K
Brookstone Capital Management 0.01% New 5,886 $875K
Rafferty Asset Management, LLC 0.00% Add +37.4% 5,865 $872K
Xponance LLC 0.01% Reduce -41.9% 5,763 $857K
Whittier Trust Co. of Nevada Inc. 0.02% No change 5,217 $841K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -95.5% 5,595 $832K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Reduce -45.9% 5,586 $831K
Islay Capital Management, LLC 0.39% Add +78.4% 5,580 $830K
Clearbridge Investments, LLC 0.00% No change 5,523 $821K
Bridgefront Capital, LLC 0.22% New 5,507 $819K
Schonfeld Strategic Advisors LLC 0.00% New 5,504 $818K
DekaBank Deutsche Girozentrale 0.00% No change 4,554 $812K
Commerce Bank 0.00% Reduce -5.7% 5,447 $810K
Leuthold Group, LLC 0.08% Reduce -74.4% 5,442 $809K
Kestra Advisory Services, LLC 0.00% Reduce -0.2% 5,422 $806K
Chicago Partners Investment Group LLC 0.02% Add +61.0% 5,247 $794K
Morningstar Investment Management LLC 0.05% No change 4,421 $791K
Talon Private Wealth, LLC 0.09% New 5,222 $776K
Garrison Point Advisors, LLC 0.31% No change 5,155 $766K
AlphaGrep UK Ltd 0.23% Add +55.1% 5,014 $746K
Sterling Group Wealth Management, LLC 0.30% No change 4,957 $737K
SEB Asset Management AB 0.00% Reduce -88.2% 4,946 $735K
Polymer Capital Management (US) LLC 0.11% Reduce -9.6% 4,874 $725K
Centiva Capital, LP 0.02% Reduce -4.8% 4,806 $715K
Advisory Services Network, LLC 0.01% Add +874.9% 4,777 $710K
Uncommon Cents Investing LLC 0.15% Reduce -0.3% 4,730 $703K
Evolve Private Wealth, LLC 0.04% Add +3.7% 4,609 $685K
Daiwa Securities Group Inc. 0.00% Reduce -51.0% 4,608 $685K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,597 $684K
Royal Fund Management, LLC 0.06% No change 4,588 $682K
Allstate Corp. 0.01% Reduce -43.0% 4,581 $681K
Public Employees Retirement Association of Colorado 0.00% Reduce -14.5% 4,560 $678K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +4.6% 4,542 $670K
Mount Lucas Management LP 0.23% Add +2.3% 4,362 $649K
Asset Management One Co., Ltd. 0.00% Reduce -85.7% 4,317 $642K
Mizuho Securities USA LLC 0.01% Add +24.9% 4,172 $620K
Fortress Private Ledger, LLC 0.17% Add +14.9% 4,085 $607K
Pacer Advisors, Inc. 0.00% Add +47.8% 4,083 $607K
Dean Investment Associates, LLC 0.08% Add +28.3% 4,050 $602K
Captrust Financial Advisors 0.00% Reduce -40.0% 4,035 $600K
WealthTrust Asset Management, LLC 0.32% Add +54.9% 4,026 $599K
Inceptionr LLC 0.14% Reduce -51.7% 3,853 $573K
State of Wyoming 0.06% Add +14.2% 3,825 $569K
UniSuper Management Pty Ltd 0.00% Reduce -61.5% 3,741 $556K
Merit Financial Group, LLC 0.00% Reduce -38.5% 3,680 $547K
Resonant Capital Advisors, LLC 0.03% Reduce -6.3% 3,663 $545K
US Bancorp \de 0.00% Add +44.5% 3,640 $541K
Beck Bode, LLC 0.08% Add +26.9% 3,607 $536K
Whalen Wealth Management Inc. 0.24% New 3,588 $534K
Sterling Capital Management LLC 0.01% Reduce -69.8% 3,575 $532K
Guggenheim Capital LLC 0.00% Reduce -24.1% 3,563 $530K
Transcend Capital Advisors, LLC 0.04% Reduce -6.0% 3,498 $520K
Watershed Asset Management, L.L.C. 0.46% Add +44.0% 3,448 $513K
Benjamin Edwards Inc. 0.00% Add +18.5% 3,391 $504K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -4.2% 3,332 $495K
Atria Investments, Inc 0.00% Reduce -25.6% 3,297 $490K
Havemeyer Place LP 0.05% Add +9.3% 3,296 $490K
Precision Wealth Strategies, LLC 0.15% Reduce -3.0% 3,259 $485K
Prospera Financial Services Inc 0.01% New 3,242 $482K
Martingale Asset Management L P 0.01% Reduce -69.2% 3,210 $477K
M&T Bank Corp 0.00% Reduce -0.2% 3,156 $469K
IMC-Chicago, LLC 0.00% Add +89.5% 3,149 $468K
Denali Advisors LLC 0.05% Add +42.1% 3,143 $467K
Fieldview Capital Management, LLC 0.13% New 3,117 $463K
Jump Financial, LLC 0.00% Reduce -94.4% 3,026 $450K
Nomura Holdings Inc. 0.00% Add +63.4% 3,020 $449K
Inspire Investing, LLC 0.02% New 3,006 $447K
Hartford Investment Management Co. 0.01% Reduce -6.6% 2,985 $444K
Vise Technologies, Inc. 0.00% Add +12.5% 2,911 $433K
Caprock Group, LLC 0.01% Reduce -40.5% 2,888 $429K
Ethic Inc. 0.01% Reduce -41.6% 2,854 $424K
Laraway Financial Advisors Inc 0.26% Reduce -6.6% 2,850 $424K
Janney Montgomery Scott LLC 0.00% Reduce -82.2% 2,836 $422K
BAM Wealth Management, LLC 0.26% New 2,794 $415K
Truist Financial Corp. 0.00% Reduce -14.8% 2,771 $412K
Lecap Asset Management Ltd. 0.18% New 2,747 $408K
Haverford Trust Co 0.00% No change 2,746 $408K
Hudson Portfolio Management LLC 0.31% No change 2,720 $404K
BTC Capital Management, Inc. 0.02% Reduce -95.6% 2,010 $402K
Louisiana State Employees Retirement System 0.01% Reduce -3.6% 2,700 $401K
NewEdge Advisors, LLC 0.00% Reduce -37.4% 2,676 $398K
Qtron Investments LLC 0.05% Reduce -31.4% 2,673 $397K
New Mexico Educational Retirement Board 0.01% No change 2,650 $394K
GAMCO Investors 0.00% Reduce -0.8% 2,634 $392K
Kera Capital Partners, Inc. 0.04% Reduce -15.2% 2,617 $389K
Maryland State Retirement & Pension System 0.01% No change 2,612 $388K
DNB Asset Management AS 0.00% Reduce -73.0% 2,601 $387K
Alps Advisors Inc. 0.00% Add +1.0% 2,598 $386K
LMR Partners LLP 0.00% No change 2,553 $380K
New Wave Wealth Advisors LLC 0.10% Add +64.0% 2,543 $378K
BTG Pactual Asset Management US LLC 0.03% New 2,522 $375K
Prelude Capital Management, LLC 0.03% New 2,517 $374K
Coldstream Capital Management Inc. 0.00% Add +83.5% 2,487 $370K
GW Henssler & Associates Ltd. 0.02% Add +16.5% 2,481 $369K
AIA Group Ltd 0.00% Add +60.4% 2,460 $366K
AdvisorShares Investments LLC 0.04% No change 2,450 $364K
Stratos Wealth Partners, LTD. 0.00% Reduce -67.7% 2,402 $357K
Chesley Taft & Associates LLC 0.01% Add +7.0% 2,402 $357K
WINTON GROUP Ltd 0.01% Reduce -38.0% 2,400 $357K
Aberdeen Group plc 0.00% Reduce -36.8% 2,382 $354K
Procyon Advisors, LLC 0.02% Add +8.4% 2,375 $353K
Macquarie Group Ltd. 0.00% Reduce -86.4% 2,366 $352K
Bessemer Group Inc. 0.00% Add +19.6% 2,343 $350K
Oakmont Advisory Group, LLC 0.29% New 2,351 $350K
EP Wealth Advisors, LLC 0.00% Add +26.3% 2,337 $347K
Steward Partners Investment Advisory, LLC 0.00% Add +530.8% 2,334 $347K
HUB Investment Partners, LLC 0.01% Add +13.6% 2,308 $343K
Optimize Financial Inc. 0.12% Reduce -0.3% 2,293 $341K
Sound Capital Solutions LLC 0.08% — 2,293 $341K
EFG International AG 0.01% Add +3.8% 2,281 $339K
Aaron Wealth Advisors LLC 0.02% Add +1.7% 2,278 $339K
United Capital Financial Advisors, LLC 0.00% Add +24.7% 2,261 $336K
E Fund Management Co., Ltd. 0.01% Add +20.7% 2,231 $332K
Hennion & Walsh Asset Management, Inc. 0.01% Add +69.2% 2,217 $330K
Norinchukin Bank, The 0.00% Reduce -22.5% 2,207 $328K
iSAM Funds (UK) Ltd 0.23% New 2,200 $327K
Nomura Asset Management Co. Ltd. 0.00% Reduce -89.3% 2,197 $327K
Signaturefd, LLC 0.00% Add +82.6% 2,178 $324K
Rockefeller Capital Management L.P. 0.00% Reduce -0.4% 2,170 $323K
Jackson Creek Investment Advisors LLC 0.11% Reduce -24.9% 1,894 $319K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -35.3% 2,139 $318K
MUFG Securities EMEA plc 0.00% Reduce -7.9% 2,086 $310K
OneDigital Investment Advisors LLC 0.00% Add +8.7% 2,029 $302K
Granite Investment Partners, LLC 0.02% No change 2,000 $297K
Mach-1 Financial Group, LLC 0.12% Add +18.4% 1,998 $297K
V-Square Quantitative Management LLC 0.03% Add +56.2% 1,996 $297K
Crestwood Advisors Group, LLC 0.00% Add +52.6% 1,994 $296K
Parallel Advisors, LLC 0.00% Reduce -10.4% 1,973 $293K
Thrivent Financial for Lutherans 0.00% Reduce -33.0% 1,964 $292K
Baker Avenue Asset Management, LP 0.01% Reduce -5.3% 1,934 $288K
Kesler, Norman & Wride, LLC 0.04% Reduce -62.9% 1,908 $284K
Hollencrest Capital Management 0.02% No change 1,900 $283K
IFP Advisors, Inc 0.01% Add +18.9% 1,878 $279K
MML Investors Services, LLC 0.00% Reduce -67.7% 1,845 $274K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -76.1% 1,835 $273K
Vontobel Holding Ltd. 0.00% New 1,814 $270K
Quadrant Capital Group LLC 0.01% Add +5.8% 1,801 $268K
Atom Investors LP 0.02% Reduce -69.8% 1,737 $258K
Aigen Investment Management, LP 0.07% New 1,721 $256K
Hantz Financial Services, Inc. 0.00% Add +1082.8% 1,715 $255K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -3.3% 1,708 $254K
Fortune Financial Advisors, LLC 0.11% No change 1,700 $253K
CX Institutional 0.01% Add +48.6% 1,682 $250K
Certuity, LLC 0.01% Reduce -8.9% 1,652 $246K
Foster & Motley Inc. 0.01% Reduce -33.9% 1,612 $240K
Ieq Capital, LLC 0.00% Reduce -92.8% 1,612 $240K
Mufg Securities Americas Inc. 0.01% Add +5.0% 1,605 $239K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -25.7% 1,604 $239K
STRS Ohio 0.00% Add +26.9% 1,593 $237K
Horizon Advisory Services, Inc. 0.10% Reduce -3.0% 1,578 $235K
Lido Advisors, LLC 0.00% Add +14.7% 1,568 $233K
HB Wealth Management, LLC 0.00% Reduce -19.6% 1,568 $233K
North Dakota State Investment Board 0.01% Reduce -0.5% 1,560 $232K
GF Fund Management Co. LTD. 0.00% Add +1.0% 1,555 $231K
QRG Capital Management, Inc. 0.00% Reduce -18.5% 1,542 $229K
Claret Asset Management Corp 0.02% Add +19.3% 1,535 $228K
Fulcrum Asset Management LLP 0.02% New 1,544 $227K
Sanctuary Advisors, LLC 0.00% Reduce -76.9% 1,526 $227K
Park Avenue Securities LLC 0.00% Reduce -64.9% 1,506 $224K
Ingalls & Snyder LLC 0.01% No change 1,500 $223K
Commonwealth Equity Services, LLC 0.00% Reduce -43.7% 1,475 $219K
Concurrent Investment Advisors, LLC 0.00% Add +13.5% 1,465 $218K
Blueshift Asset Management, LLC 0.05% New 1,460 $217K
Osaic Holdings, Inc. 0.00% Reduce -40.1% 1,457 $217K
Silvercrest Asset Management Group LLC 0.00% No change 1,458 $217K
Principal Securities, Inc. 0.00% Reduce -58.8% 1,431 $213K
Personal Cfo Solutions, LLC 0.03% Add +22.0% 1,430 $213K
AE Wealth Management LLC 0.00% Add +13.6% 1,430 $213K
Choreo, LLC 0.00% Reduce -19.7% 1,429 $212K
Securian Asset Management, Inc. 0.01% Reduce -6.7% 1,399 $211K
NorthCrest Asset Manangement, LLC 0.01% New 1,337 $208K
Greenleaf Trust 0.00% Add +0.6% 1,375 $204K
JMN Financial LLC 0.16% Reduce -20.2% 1,367 $203K
Kestra Private Wealth Services, LLC 0.00% Add +0.1% 1,363 $203K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -5.5% 1,349 $201K
Aster Capital Management (DIFC) Ltd 0.04% Add +497.3% 1,338 $199K
Canada Post Corp Registered Pension Plan 0.01% No change 1,335 $199K
Allworth Financial LP 0.00% Reduce -43.1% 1,288 $192K
Walleye Trading LLC 0.00% Add +133.2% 1,266 $188K
Louisbourg Investments Inc. 0.03% Add +2.5% 1,225 $182K
Trust Co. of Toledo NA 0.01% No change 1,200 $178K
Danske Bank A/S 0.00% Reduce -99.0% 1,100 $164K
Acropolis Investment Management, LLC 0.01% Reduce -19.5% 1,096 $163K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.5% 1,081 $161K
Arax Advisory Partners 0.00% Reduce -31.4% 1,027 $153K
Walleye Capital LLC 0.00% New 1,004 $149K
Versant Capital Management, Inc 0.01% Reduce -45.4% 905 $135K
MeadowBrook Investment Advisors LLC 0.10% No change 840 $125K
Rothschild Investment LLC 0.00% Reduce -6.1% 804 $120K
Jones Financial Companies LLLP 0.00% Add +8.0% 774 $113K
Resona Asset Management Co.,Ltd. 0.00% Reduce -95.7% 744 $109K
Rexford Capital Inc. 0.06% No change 700 $104K
Tower Research Capital LLC (TRC) 0.00% Reduce -58.1% 684 $102K
Farther Finance Advisors, LLC 0.00% Add +0.9% 676 $100K
AlphaCentric Advisors LLC 0.08% Add +4.5% 667 $99K
GAMMA Investing LLC 0.00% Reduce -56.5% 587 $87K
Mather Group, Llc. 0.00% Add +70.5% 583 $87K
Quantbot Technologies LP 0.00% Reduce -94.7% 565 $84K
Brown Brothers Harriman & Co. 0.00% Reduce -17.1% 542 $81K
Larson Financial Group LLC 0.00% Add +93.8% 531 $79K
Caitong International Asset Management Co., Ltd 0.01% Reduce -22.4% 482 $72K
Reyes Financial Architecture, Inc. 0.04% Add +50.2% 479 $71K
Employees Retirement System of Texas 0.00% No change 477 $71K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.5% 457 $68K
UMB Bank, n.a. 0.00% Add +110.9% 445 $66K
Tema ETFs LLC 0.00% No change 432 $64K
Covestor Ltd 0.04% Reduce -0.7% 407 $61K
TD Waterhouse Canada Inc. 0.00% Reduce -7.6% 400 $60K
Steigerwald, Gordon & Koch Inc. 0.01% No change 400 $59K
Whittier Trust Co. 0.00% No change 360 $57K
Clearstead Advisors, LLC 0.00% Add +9375.0% 379 $56K
Deseret Mutual Benefit Administrators 0.02% No change 351 $52K
WealthCollab, LLC 0.02% Add +31.9% 347 $52K
SBI Securities Co., Ltd. 0.00% Reduce -3.8% 330 $49K
EverSource Wealth Advisors, LLC 0.00% Reduce -38.2% 294 $44K
Atlas Capital Advisors Inc. 0.00% Reduce -89.9% 288 $43K
Montag A & Associates Inc. 0.00% No change 286 $43K
Leonteq Securities AG 0.00% Add +700.0% 280 $42K
Basepoint Wealth LLC 0.02% Reduce -9.6% 255 $38K
NFSG Corp 0.00% No change 251 $37K
Huntington National Bank 0.00% Add +37.6% 245 $36K
Acadian Asset Management LLC 0.00% Reduce -99.5% 241 $35K
Federated Hermes, Inc. 0.00% Reduce -3.9% 223 $33K
Ossiam 0.00% New 220 $33K
Global Retirement Partners, LLC 0.00% — 215 $32K
Cromwell Holdings LLC 0.01% Add +2.4% 211 $31K
Institute for Wealth Management, LLC. 0.00% New 200 $30K
Smartleaf Asset Management LLC 0.00% No change 200 $29K
Elevation Wealth Partners, LLC 0.01% Add +503.1% 193 $29K
CENTRAL TRUST Co 0.00% Add +9.8% 191 $28K
Elequin Capital, LP 0.00% New 180 $27K
Smithfield Trust Co 0.00% No change 155 $23K
Parkside Financial Bank & Trust 0.00% Add +31.0% 148 $22K
Assetmark, Inc. 0.00% Reduce -68.2% 146 $22K
CYBER HORNET ETFs LLC 0.01% Reduce -4.6% 144 $21K
Private Trust Co. NA 0.00% Reduce -6.5% 144 $21K
Founders Capital Management 0.01% No change 128 $19K
Quent Capital, LLC 0.00% Add +2.6% 120 $18K
Cassaday & Co Wealth Management LLC 0.00% No change 115 $17K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -6.6% 113 $17K
True Wealth Design, LLC 0.00% Reduce -55.3% 110 $16K
CVA Family Office, LLC 0.00% Reduce -3.6% 107 $16K
Stance Capital LLC 0.00% New 100 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +12.4% 100 $15K
JFS Wealth Advisors, LLC 0.00% Add +1.1% 96 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -28.5% 93 $14K
Compagnie Lombard Odier SCmA 0.00% New 80 $12K
Geneos Wealth Management Inc. 0.00% No change 74 $11K
Creative Financial Designs Inc. 0.00% No change 69 $10K
Accordant Advisory Group Inc 0.01% No change 66 $10K
Zions Bancorporation, National Association 0.00% Reduce -22.4% 66 $10K
MV Capital Management, Inc. 0.00% Add +1.6% 64 $10K
Harbour Investments, Inc. 0.00% Reduce -77.3% 57 $8K
Fortitude Family Office, LLC 0.00% Reduce -19.4% 54 $8K
Basecamp Wealth Advisors LLC 0.00% No change 54 $8K
Hughes Financial Services, LLC 0.00% Reduce -3.7% 52 $8K
Valley National Advisers Inc. 0.00% Reduce -95.1% 52 $8K
Prestige Wealth Management Group LLC 0.00% No change 51 $8K
Westside Investment Management, Inc. 0.00% No change 50 $7K
Compass Financial Management LLC 0.00% — 43 $7K
Anchor Investment Management, LLC 0.00% No change 47 $7K
Ogorek Anthony Joseph /NY/ 0.00% New 50 $7K
Capital Advisors, Ltd. LLC 0.00% No change 47 $7K
IFG Advisory, LLC 0.00% New 45 $7K
WPG Advisers, LLC 0.00% Reduce -2.3% 43 $6K
Concord Wealth Partners 0.00% New 39 $6K
Fiduciary Financial Advisors 0.00% New 41 $6K
GW&K Investment Management, LLC 0.00% Add +6.9% 31 $5K
Golden State Wealth Management, LLC 0.00% No change 32 $5K
Manchester Capital Management LLC 0.00% Add +255.6% 32 $5K
Blue Trust, Inc. 0.00% Reduce -45.6% 31 $5K
Strengthening Families & Communities, LLC 0.00% No change 30 $4K
Salem Investment Counselors Inc. 0.00% New 29 $4K
IMA Advisory Services, Inc. 0.00% Add +42.1% 27 $4K
Bell Investment Advisors, Inc 0.00% Reduce -25.7% 26 $4K
Marquette Asset Management, LLC 0.00% Add +108.3% 25 $4K
Signature Equity Partners, LLC 0.00% Reduce -55.6% 24 $4K
Quarry LP 0.00% Reduce -97.0% 23 $3K
Colonial Trust Co / SC 0.00% New 22 $3K
Private Wealth Management Group, LLC 0.00% No change 21 $3K
Rialto Wealth Management, LLC 0.00% Add +110.0% 21 $3K
SJS Investment Consulting Inc. 0.00% Reduce -90.5% 21 $3K
Catherine Avery Investment Management LLC 0.00% New 21 $3K
Avion Wealth 0.00% Add +4.5% 23 $3K
Creative Capital Management Investments LLC 0.00% New 20 $3K
Torren Management, LLC 0.00% No change 19 $3K
Essential Partners LLC 0.00% Reduce -87.5% 19 $3K
Silver Grove Financial Group, Inc. 0.00% New 17 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.9% 16 $2K
J.Safra Asset Management Corp 0.00% New 16 $2K
JPL Wealth Management, LLC 0.00% Reduce -16.7% 15 $2K
William B. Walkup & Associates, Inc. 0.00% New 15 $2K
Hudson Edge Investment Partners Inc. 0.00% New 14 $2K
Addison Advisors LLC 0.00% Add +500.0% 12 $2K
Summit Securities Group LLC 0.00% Add +33.3% 12 $2K
Bogart Wealth, LLC 0.00% Add +1100.0% 12 $2K
Spire Wealth Management 0.00% Add +20.0% 12 $2K
McGuire Capital Advisors Inc. 0.00% No change 11 $2K
Armstrong Advisory Group, Inc. 0.00% Reduce -64.5% 11 $2K
Valued Wealth Advisors LLC 0.00% Reduce -16.7% 10 $1K
Bay Harbor Wealth Management, LLC 0.00% Reduce -16.7% 10 $1K
TD Private Client Wealth LLC 0.00% Reduce -9.1% 10 $1K
International Assets Investment Management, LLC 0.00% Reduce -70.0% 9 $1K
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $1K
Transamerica Financial Advisors, LLC 0.00% Add +50.0% 9 $1K
Cornerstone Financial Management LLC 0.00% Reduce -30.0% 7 $1K
Bruce G. Allen Investments, LLC 0.00% Add +75.0% 7 $1K
Nova Wealth Management, Inc. 0.00% No change 7 $1K
LRI Investments, LLC 0.00% New 7 $1K
Highline Wealth Partners LLC 0.00% Add +20.0% 6 $899
Tounjian Advisory Partners, LLC 0.00% New 6 $892
CoreCap Advisors, LLC 0.00% Add +25.0% 5 $803
SHP Wealth Management 0.00% Add +25.0% 5 $743
Rossby Financial, LCC 0.00% Reduce -16.7% 5 $743
DecisionPoint Financial, LLC 0.00% Add +100.0% 4 $603
Stone House Investment Management, LLC 0.00% New 4 $595
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -55.6% 4 $595
MidFirst Bank 0.00% No change 4 $595
Breakwater Investment Management 0.00% New 3 $447
TFC Financial Management, Inc. 0.00% Reduce -25.0% 3 $447
Downshift Financial, LLC 0.00% New 3 $446
Bare Financial Services, Inc 0.00% Reduce -62.5% 3 $446
Keating Financial Advisory Services, Inc. 0.00% Reduce -92.7% 3 $446
Seneschal Advisors, LLC 0.00% No change 2 $298
Principia Wealth Advisory, LLC 0.00% Reduce -33.3% 2 $297
Bartlett & Co. Wealth Management LLC 0.00% Reduce -86.7% 2 $297
Dunhill Financial, LLC 0.00% Reduce -66.7% 1 $260
American Capital Advisory, LLC 0.00% Reduce -75.0% 1 $149
WestEnd Advisors, LLC 0.00% No change 1 $149
Raffa Wealth Management, LLC 0.00% Reduce -50.0% 1 $149
Maryland Capital Advisors Inc. 0.00% — 1 $149
Beaird Harris Wealth Management, LLC 0.00% No change 1 $149
Rakuten Securities, Inc. 0.00% No change 1 $149
Navigoe, LLC 0.00% No change 5 $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.