UnileverUL

13F holders, Q1 2024 (March 31)
1,091holders
8famous investors
$50.16avg. 13F price*

At the end of Q1 2024, 1,091 institutions reported holding Unilever PLC (UL) in their 13F filings. The largest holders were Wellington Management Group LLP ($1.8B), BlackRock Inc. ($801.6M) and Fisher Asset Management ($718.2M). 8 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Stephen Yacktman (0.1% of Yacktman Asset Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions73$68.4M
Exits92$129.4M

Ownership 1,091 holders

Wellington Management Group LLP 0.32% Add +3.3% 35,639,685 $1.8B
BlackRock Inc. 0.02% Reduce -7.8% 15,971,364 $801.6M
Fisher Asset Management 0.34% Add +32.1% 14,310,220 $718.2M
FMR LLC 0.03% Add +2.3% 9,663,309 $485.0M
Bank of America Corp. 0.04% Add +6.1% 8,933,863 $448.4M
Hotchkis & Wiley Capital Management LLC 1.41% Add +28.8% 8,433,071 $423.3M
Morgan Stanley 0.03% Reduce -2.0% 8,066,513 $404.9M
State Farm Mutual Automobile Insurance Co. 0.31% No change 6,887,758 $345.7M
Wells Fargo & Company 0.07% Add +5.7% 5,249,907 $263.5M
Goldman Sachs Group Inc. 0.05% Reduce -10.8% 4,554,685 $228.6M
Envestnet Asset Management Inc. 0.08% Add +3.3% 4,219,177 $211.8M
Fiduciary Management Inc. 1.86% Add +24.9% 4,158,531 $208.7M
Lazard Asset Management LLC 0.27% Add +19.3% 4,132,640 $207.4M
American Century Companies Inc. 0.12% Reduce -2.9% 3,737,055 $187.6M
Dimensional Fund Advisors LP 0.05% Reduce -5.1% 3,473,501 $174.3M
Royal Bank of Canada 0.04% Reduce -1.4% 3,403,390 $170.8M
Alliancebernstein L.P. 0.05% Add +2.7% 2,986,363 $149.9M
Norges Bank 0.02% Reduce -4.5% 2,980,106 $149.6M
Cullen Capital Management, LLC 1.66% Reduce -2.1% 2,978,870 $149.5M
Equity Investment Corp. 3.65% Add +107.1% 2,910,751 $146.1M
Raymond James & Associates 0.09% Add +4.3% 2,769,807 $139.0M
Saratoga Research & Investment Management 6.26% Add +19.0% 2,744,882 $137.8M
Scharf Investments, LLC 3.46% Reduce -1.7% 2,542,872 $127.6M
Hamlin Capital Management, LLC 3.70% Add +7.7% 2,493,813 $125.2M
Millennium Management 0.08% Add +195.1% 1,776,356 $89.2M
Stifel Financial Corp. 0.10% Reduce -2.7% 1,700,444 $85.3M
HSBC Holdings PLC 0.06% Add +161.6% 1,694,956 $85.1M
Everett Harris & Co. 1.13% Reduce -0.4% 1,687,310 $84.7M
Natixis Advisors, LLC 0.18% Add +15.3% 1,537,898 $77.2M
LMR Partners LLP 2.68% Add +47.1% 1,482,748 $74.4M
Cooke & Bieler LP 0.67% Reduce -8.5% 1,450,802 $72.8M
Corient Private Wealth LP 0.12% Reduce -3.2% 1,309,322 $65.7M
Northern Trust Corp. 0.01% Reduce -32.1% 1,297,006 $65.1M
First Trust Advisors LP 0.06% Reduce -13.2% 1,260,953 $63.3M
JPMorgan Chase & Co. 0.01% Add +46.0% 1,246,133 $62.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.21% No change 1,215,003 $61.0M
T. Rowe Price Associates Inc. 0.01% Add +23.1% 1,141,878 $57.3M
Truist Financial Corp. 0.08% Reduce -1.2% 1,083,497 $54.4M
Optiver Holding B.V. 2.23% Add +13.6% 1,071,193 $53.8M
Aristotle Capital Management, LLC 0.10% Reduce -3.6% 1,056,856 $53.0M
LPL Financial LLC 0.03% Reduce -7.5% 1,055,247 $53.0M
Allspring Global Investments Holdings, LLC 0.08% Add +27.2% 969,267 $48.6M
Trillium Asset Management, LLC 1.14% Reduce -0.2% 888,904 $44.6M
Captrust Financial Advisors 0.16% Add +22.0% 1,025,427 $43.8M
CORDA Investment Management, LLC. 3.46% Add +3.8% 866,203 $43.5M
Federated Hermes, Inc. 0.10% Reduce -40.1% 860,168 $43.2M
Welch Group, LLC 2.14% Add +4.0% 857,776 $43.1M
Brown Advisory Inc. 0.05% Add +9.0% 810,384 $40.7M
HRT Financial LP 0.25% Add +61.8% 796,954 $40.0M
St. James Investment Company, LLC 6.09% Add +14.1% 743,845 $37.3M
UBS Group AG 0.01% Reduce -0.4% 714,022 $35.8M
Neuberger Berman Group LLC 0.03% Reduce -18.5% 709,252 $35.6M
Pacer Advisors, Inc. 0.08% Add +2.4% 707,311 $35.5M
Bank of New York Mellon Corp 0.01% Add +9.1% 687,463 $34.5M
River Road Asset Management, LLC 0.46% Reduce -12.0% 684,497 $34.4M
Advisors Capital Management, LLC 0.60% Add +8.2% 658,072 $33.0M
JARISLOWSKY, FRASER Ltd 0.19% Add +3.3% 645,631 $32.4M
M&T Bank Corp 0.11% Reduce -2.1% 643,694 $32.3M
GMO 0.12% Add +460.7% 640,176 $32.1M
Morningstar Investment Services LLC 0.33% Reduce -50.0% 605,930 $30.4M
Tocqueville Asset Management L.P. 0.49% Reduce -0.9% 596,780 $30.0M
Federation des caisses Desjardins du Quebec 0.22% Add +7.0% 594,331 $29.8M
Oppenheimer Asset Management Inc. 0.43% Reduce -11.3% 578,832 $29.1M
Capital Advisors Inc. 0.59% Add +4.0% 547,787 $27.5M
Saturna Capital Corp. 0.37% Reduce -0.0% 537,285 $27.0M
Qube Research & Technologies Ltd 0.05% Reduce -63.5% 528,380 $26.5M
Manufacturers Life Insurance Company, The 0.02% New 521,132 $26.2M
United Capital Financial Advisors, LLC 0.21% Reduce -9.8% 516,689 $25.9M
Polen Capital Management LLC 0.06% Add +7.0% 500,827 $25.1M
Bank of Montreal 0.01% Reduce -48.8% 500,193 $25.1M
National Bank of Canada 0.04% Add +10.6% 468,677 $25.1M
PNC Financial Services Group, Inc. 0.02% Reduce -2.0% 497,065 $24.9M
Cibc World Market Inc. 0.06% Add +5.2% 495,901 $24.9M
Commonwealth Equity Services, LLC 0.04% Reduce -2.0% 485,145 $24.3M
First Eagle Investment Management, LLC 0.05% Add +11.8% 475,174 $23.8M
Capital Fund Management S.A. 0.29% Add +52.4% 467,689 $23.5M
Old Mission Capital LLC 0.57% Add +98.4% 467,000 $23.4M
Janney Montgomery Scott LLC 0.07% Add +3.6% 466,277 $23.4M
Grandfield & Dodd, LLC 1.46% Reduce -1.1% 460,122 $23.1M
HighTower Advisors, LLC 0.04% Add +2.1% 447,075 $22.4M
Chevy Chase Trust Holdings, LLC 0.07% Add +0.6% 418,770 $21.0M
Brandes Investment Partners, LP 0.26% Add +6.9% 407,519 $20.5M
Levin Capital Strategies, L.P. 2.05% Reduce -5.8% 403,608 $20.3M
Clark Estates Inc. 3.31% No change 400,000 $20.1M
Cardinal Capital Management, Inc. 0.89% Add +8.9% 398,947 $20.0M
Compagnie Lombard Odier SCmA 0.35% Add +39000.0% 391,000 $19.6M
Mariner, LLC 0.04% Add +1.9% 390,618 $19.6M
Boston Common Asset Management, LLC 0.46% Reduce -16.7% 385,492 $19.3M
Ingalls & Snyder LLC 0.84% Reduce -3.8% 373,543 $18.7M
Franklin Resources Inc. 0.01% Add +76.7% 334,664 $16.8M
Ameriprise Financial Inc. 0.00% Add +6.1% 334,045 $16.8M
QV Investors Inc. 1.38% Reduce -0.8% 316,024 $15.9M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -7.5% 306,375 $15.4M
Northstar Asset Management Inc. 2.66% Reduce -1.0% 301,383 $15.1M
Yacktman Asset Management 0.14% Add +3.1% 299,630 $15.0M
Scotia Capital Inc. 0.09% Reduce -4.3% 296,884 $14.9M
Citigroup Inc. 0.02% Add +8.7% 294,123 $14.8M
Segall Bryant & Hamill, LLC 0.27% Reduce -27.9% 292,000 $14.7M
Wallace Capital Management Inc. 1.96% Add +31.8% 286,414 $14.4M
Zevin Asset Management LLC 2.39% Reduce -3.0% 285,947 $14.4M
Ycg, LLC 1.14% Reduce -0.6% 290,535 $14.3M
Cetera Investment Advisers 0.03% Add +213.6% 277,679 $13.9M
Euro Pacific Asset Management, LLC 2.63% Reduce -12.6% 263,880 $12.9M
MML Investors Services, LLC 0.05% Reduce -2.8% 255,761 $12.8M
Osaic Holdings, Inc. 0.03% Reduce -38.0% 249,742 $12.5M
Creative Planning 0.01% Add +5.2% 247,672 $12.4M
Jane Street Group, LLC 0.02% Reduce -68.4% 247,411 $12.4M
Alpha Cubed Investments, LLC 0.64% Add +85.0% 245,556 $12.3M
Modera Wealth Management, LLC 0.18% Add +1.6% 241,804 $12.1M
Townsquare Capital LLC 0.18% Add +26.7% 239,204 $12.0M
Sei Investments Co. 0.02% Reduce -34.1% 237,085 $11.9M
Groupama Asset Managment 0.21% New 232,679 $11.7M
Richard C. Young & CO., LTD. 1.41% Reduce -4.7% 224,354 $11.3M
Crossmark Global Holdings, Inc. 0.21% Add +1.8% 217,851 $10.9M
GFS Advisors, LLC 1.74% No change 209,138 $10.5M
Cresset Asset Management, LLC 0.05% Add +7.6% 201,340 $10.1M
Managed Asset Portfolios, LLC 1.41% Reduce -2.3% 192,892 $9.7M
Jennison Associates LLC 0.01% Add +16.3% 192,856 $9.7M
Manning & Napier Group, LLC 0.12% Reduce -94.3% 188,179 $9.4M
Clearbridge Investments, LLC 0.01% Add +29.1% 186,247 $9.3M
Lowe Brockenbrough & Co. Inc. 0.63% Add +34.3% 184,740 $9.3M
First Personal Financial Services 2.08% Reduce -2.0% 179,069 $9.0M
Clean Yield Group 3.49% Reduce -0.6% 178,534 $9.0M
Rockland Trust Co. 0.47% Add +2.2% 178,047 $8.9M
Pathstone Holdings, LLC 0.04% Add +0.6% 175,143 $8.8M
Sustainable Growth Advisers, LP 0.04% Reduce -3.5% 175,133 $8.8M
Nicholas Company, Inc. 0.14% No change 173,600 $8.7M
Matthew Goff Investment Advisor, LLC 1.75% Add +3.6% 172,700 $8.7M
Sound Income Strategies, LLC 0.64% Add +7.6% 171,570 $8.6M
Cary Street Partners Investment Advisory LLC 0.36% Reduce -2.0% 171,420 $8.6M
American Assets Investment Management, LLC 0.81% No change 170,000 $8.5M
Gabelli Funds LLC 0.06% Add +0.7% 164,895 $8.3M
Kornitzer Capital Management Inc. 0.15% Add +40.6% 163,642 $8.2M
Templeton & Phillips Capital Management, LLC 7.56% Reduce -20.0% 162,714 $8.2M
Baird Financial Group, Inc. 0.02% Add +1.0% 162,488 $8.2M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -10.4% 160,902 $8.1M
Martin Capital Partners, LLC 3.07% Add +3.7% 159,406 $8.0M
XML Financial, LLC 0.81% Reduce -17.1% 157,830 $7.9M
Beacon Pointe Advisors, LLC 0.09% Reduce -0.9% 157,760 $7.9M
Mar Vista Investment Partners LLC 0.34% Add +25.4% 157,320 $7.9M
ProVise Management Group, LLC 0.68% Add +7.5% 155,441 $7.8M
Orion Porfolio Solutions, LLC 0.08% Add +12.6% 153,137 $7.7M
Orion Portfolio Solutions, LLC 0.08% Add +12.6% 153,137 $7.7M
Guardian Capital LP 0.26% Add +0.0% 150,421 $7.5M
Cwm, LLC 0.04% Reduce -6.9% 148,385 $7.4M
Systematic Alpha Investments, LLC 0.30% No change 147,881 $7.4M
Philadelphia Trust Co. 0.59% Reduce -5.5% 146,815 $7.4M
NewSquare Capital LLC 0.65% Add +146466.0% 146,566 $7.4M
Alerus Financial NA 0.55% Reduce -9.8% 145,466 $7.3M
Mercer Global Advisors Inc. 0.02% Reduce -1.3% 143,964 $7.2M
Russell Investments Group, Ltd. 0.01% Reduce -38.1% 143,422 $7.2M
Sanders Capital, LLC 0.01% Add +5.0% 142,840 $7.2M
Advocate Group LLC 1.42% Reduce -4.9% 141,801 $7.1M
Cerity Partners LLC 0.02% Add +46.6% 141,314 $7.1M
Rockefeller Capital Management L.P. 0.02% Add +103.5% 140,122 $7.0M
Destination Wealth Management 0.23% Add +2.7% 137,153 $6.9M
Wilmington Savings Fund Society, FSB 0.26% — 136,926 $6.9M
Sequoia Financial Advisors, LLC 0.09% Reduce -7.0% 136,539 $6.9M
NorthCrest Asset Manangement, LLC 0.23% Add +2.6% 135,246 $6.8M
Keystone Financial Planning, Inc. 2.09% Add +200.1% 128,655 $6.5M
One Capital Management, LLC 0.23% Add +6.6% 128,636 $6.5M
Chartwell Investment Partners, LLC 0.22% Add +13.5% 128,086 $6.4M
Blair William & Co. 0.02% Reduce -2.0% 127,949 $6.4M
Silvercrest Asset Management Group LLC 0.04% Reduce -3.3% 127,183 $6.4M
Oxbow Advisors, LLC 0.90% Reduce -0.4% 126,198 $6.3M
Live Oak Private Wealth LLC 1.06% Reduce -0.9% 121,854 $6.1M
Windle Wealth, LLC 3.88% Add +1.6% 121,501 $6.1M
Auxier Asset Management LLC 0.91% Add +13.8% 119,543 $6.0M
Hantz Financial Services, Inc. 0.12% Reduce -3.6% 119,164 $6.0M
Reynders McVeigh Capital Management, LLC 0.34% Reduce -51.8% 117,586 $5.9M
Guyasuta Investment Advisors Inc. 0.42% No change 119,655 $5.8M
QRG Capital Management, Inc. 0.07% Add +12.3% 115,176 $5.8M
Barry Investment Advisors, LLC 1.93% Add +0.2% 115,168 $5.8M
Becker Capital Management Inc. 0.20% Reduce -27.9% 113,234 $5.7M
Shufro Rose & Co. LLC 0.47% Reduce -1.3% 112,018 $5.6M
Ethic Inc. 0.14% Add +34.7% 110,836 $5.6M
US Bancorp \de 0.01% Reduce -9.3% 110,616 $5.6M
Keating Investment Counselors Inc. 1.77% Reduce -7.2% 109,608 $5.5M
Hamilton Point Investment Advisors, LLC 1.07% Reduce -4.0% 108,832 $5.5M
Kavar Capital Partners Group, LLC 1.01% Add +0.9% 108,791 $5.5M
Fiera Capital Corp 0.02% Reduce -2.6% 108,638 $5.5M
Snowden Capital Advisors LLC 0.17% Add +19.2% 108,017 $5.4M
Hennessy Advisors Inc. 0.23% Add +14.1% 107,000 $5.4M
Moran Wealth Management, LLC 0.17% Add +2.0% 106,305 $5.3M
Jacobs & Co. 0.56% Reduce -0.2% 106,279 $5.3M
Tweedy, Browne Co LLC 0.25% Reduce -13.1% 106,002 $5.3M
Fort Washington Investment Advisors Inc. 0.03% Add +0.1% 105,400 $5.3M
Portland Global Advisors LLC 0.71% Add +0.3% 104,485 $5.2M
tru Independence LLC 1.54% Reduce -1.3% 103,887 $5.2M
Prime Capital Investment Advisors, LLC 0.07% Add +27.5% 100,292 $5.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -6.0% 98,087 $4.9M
Oak Ridge Investments LLC 0.50% Add +6.3% 97,947 $4.9M
Motco 0.29% Add +1.5% 97,880 $4.9M
Butensky & Cohen Financial Security, Inc. 1.52% Add +0.8% 97,402 $4.9M
Coston, McIsaac & Partners 1.54% Add +3.1% 95,724 $4.8M
Haverford Trust Co 0.05% Reduce -68.5% 95,579 $4.8M
Headinvest, LLC 0.93% Reduce -0.0% 94,768 $4.8M
SYSTM Wealth Solutions LLC 0.60% Add +13.7% 94,197 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.3% 93,298 $4.7M
Stablepoint Partners, LLC 0.91% Add +9.3% 89,871 $4.5M
Charles Schwab Investment Management Inc. 0.00% Add +57.0% 83,437 $4.2M
Lorne Steinberg Wealth Management Inc. 1.28% Add +0.5% 81,970 $4.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.5% 80,478 $4.0M
Tevis Investment Management 3.36% Add +14.2% 78,688 $3.9M
Avantax Advisory Services, Inc. 0.04% Add +1.9% 78,584 $3.9M
Assetmark, Inc. 0.01% Reduce -7.8% 77,356 $3.9M
Bonness Enterprises Inc. 1.38% No change 76,040 $3.8M
Stansberry Asset Management, LLC 0.55% Reduce -1.3% 75,784 $3.8M
Regions Financial Corp. 0.03% Add +17.4% 75,722 $3.8M
Exencial Wealth Advisors, LLC 0.14% Reduce -3.1% 75,526 $3.8M
Atria Investments, Inc 0.05% Add +0.0% 75,435 $3.8M
Sandy Spring Bank 0.17% Reduce -0.3% 75,384 $3.8M
Capital Investment Counsel, LLC 0.81% Add +50.5% 75,312 $3.8M
Prosperity Consulting Group, LLC 0.47% New 75,072 $3.8M
Pinkerton Wealth, LLC 0.61% Add +49.6% 74,981 $3.8M
New York State Common Retirement Fund 0.01% New 74,899 $3.8M
Ancora Advisors LLC 0.09% Add +1.3% 74,242 $3.7M
Bayesian Capital Management, LP 0.35% New 74,000 $3.7M
Schonfeld Strategic Advisors LLC 0.03% Add +20.5% 73,507 $3.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -7.5% 73,472 $3.7M
O'shaughnessy Asset Management, LLC 0.04% Add +17.4% 73,307 $3.7M
Dynamic Advisor Solutions LLC 0.12% Add +5.2% 72,623 $3.6M
Kestra Advisory Services, LLC 0.02% Reduce -11.5% 71,485 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +1.2% 70,993 $3.6M
Quinn Opportunity Partners LLC 0.40% Add +47.9% 71,000 $3.6M
Beacon Financial Group 0.41% Add +2.5% 70,768 $3.6M
Oppenheimer & Co. Inc. 0.06% Add +6.4% 69,315 $3.5M
Perpetual Ltd 0.03% No change 65,985 $3.3M
Keene & Associates, Inc. 2.45% Add +3.3% 65,479 $3.3M
apricus wealth, LLC 2.29% Add +1.9% 64,852 $3.3M
Autumn Glory Partners, LLC 1.59% Add +5.3% 64,615 $3.2M
Courier Capital LLC 0.23% Reduce -2.0% 64,219 $3.2M
Logan Capital Management Inc. 0.14% Add +2.4% 63,505 $3.2M
Keybank National Association 0.01% Reduce -11.7% 63,430 $3.2M
Advisors Management Group Inc. 0.79% Reduce -0.7% 63,284 $3.2M
Focus Partners Wealth 0.03% Add +141.3% 62,948 $3.2M
GYL Financial Synergies, LLC 0.25% Reduce -0.0% 62,821 $3.2M
Great Valley Advisor Group, Inc. 0.10% Add +78.4% 62,808 $3.2M
Arlington Partners LLC 1.60% Add +25.2% 62,726 $3.1M
Beacon Bank & Trust 0.78% Add +4.9% 62,404 $3.1M
Raymond James Trust N.A. 0.08% Add +3.2% 62,070 $3.1M
Private Advisor Group, LLC 0.02% Add +0.2% 61,927 $3.1M
Stephens Inc. 0.05% Add +11.7% 61,286 $3.1M
Royce & Associates LP 0.03% No change 61,000 $3.1M
Gilman Hill Asset Management, LLC 0.55% Add +7.8% 60,737 $3.0M
Azzad Asset Management Inc. 0.35% Add +2.4% 59,970 $3.0M
Dakota Wealth Management 0.07% Reduce -3.4% 59,799 $3.0M
DAVENPORT & Co LLC 0.02% Reduce -17.3% 59,425 $3.0M
Beach Investment Counsel Inc. 0.37% Reduce 0.0% 61,394 $3.0M
Strategic Advisors LLC 0.59% No change 59,212 $3.0M
Invesco Ltd. 0.00% Reduce -12.3% 58,997 $3.0M
Guardian Capital Advisors LP 0.32% Reduce -5.8% 63,312 $3.0M
NewEdge Wealth, LLC 0.07% Add +90.3% 56,795 $3.0M
Heartland Advisors Inc. 0.15% Add +2.2% 58,770 $2.9M
CIBC Private Wealth Group LLC 0.01% Reduce -1.4% 59,026 $2.9M
Zions Bancorporation, N.A. 0.22% Reduce -15.7% 58,509 $2.9M
Prentiss Smith & Co. Inc. 2.05% Reduce -1.8% 58,044 $2.9M
Cary Street Partners Asset Management LLC 0.45% Reduce -6.3% 57,983 $2.9M
Smithbridge Asset Management Inc. 0.60% Add +1.3% 57,808 $2.9M
Grey Ledge Advisors, LLC 0.81% Reduce -0.4% 57,235 $2.9M
Old Port Advisors 0.88% Add +1.6% 57,200 $2.9M
Kanawha Capital Management LLC 0.23% Reduce -5.2% 56,662 $2.8M
Naviter Wealth, LLC 0.46% Add +36.5% 56,499 $2.8M
TD Private Client Wealth LLC 0.09% Reduce -14.6% 56,005 $2.8M
Rhumbline Advisers 0.00% Add +3.6% 56,002 $2.8M
Mutual Advisors, LLC 0.09% Add +19.0% 55,576 $2.8M
Allen Capital Group, LLC 0.40% Reduce -1.8% 55,210 $2.8M
Cambridge Trust Co. 0.10% Reduce -3.9% 54,907 $2.8M
Hall Laurie J Trustee 0.96% Reduce -2.5% 54,583 $2.7M
Naples Global Advisors, LLC 0.28% Reduce -2.7% 54,234 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -2.2% 53,755 $2.7M
Advisors Asset Management, Inc. 0.05% Add +2.8% 53,233 $2.7M
First Trust Direct Indexing L.P. 0.20% Reduce -7.8% 52,745 $2.6M
Vanguard Personalized Indexing Management, LLC 0.06% Add +20.3% 52,594 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +5.8% 51,958 $2.6M
Concurrent Investment Advisors, LLC 0.11% Add +248.3% 51,775 $2.6M
Anchor Capital Advisors LLC 0.07% Reduce -7.9% 51,696 $2.6M
Paradigm Asset Management Co. LLC 0.65% Add +38.7% 50,900 $2.6M
Benedict Financial Advisors Inc. 0.64% Reduce -0.3% 50,190 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -5.9% 50,165 $2.5M
Bar Harbor Wealth Management 0.17% Reduce -0.6% 50,107 $2.5M
Kennon-Green & Company, LLC 2.34% Add +1.2% 49,981 $2.5M
Thomasville National Bank 0.21% Add +1.1% 49,829 $2.5M
Bard Financial Services, Inc. 0.26% Reduce -2.3% 49,615 $2.5M
SpiderRock Advisors, LLC 0.08% — 51,127 $2.5M
Redmond Asset Management, LLC 0.79% Add +53.9% 49,382 $2.5M
Johnson Investment Counsel Inc. 0.03% Reduce -26.0% 49,272 $2.5M
Kestra Private Wealth Services, LLC 0.06% Add +1.6% 49,227 $2.5M
Apollon Wealth Management, LLC 0.08% Reduce -14.1% 49,081 $2.5M
Quantinno Capital Management LP 0.05% Add +24.8% 48,888 $2.5M
Mgo One Seven LLC 0.13% Reduce -14.7% 48,815 $2.5M
Arvest Trust Co. N A 0.14% Reduce -0.6% 48,680 $2.4M
Deutsche Bank AG 0.00% Add +1.0% 48,273 $2.4M
Park Avenue Securities LLC 0.03% Reduce -10.6% 47,776 $2.4M
Summit Securities Group LLC 1.09% Reduce -42.8% 47,284 $2.4M
Steward Partners Investment Advisory, LLC 0.03% Add +223.2% 47,237 $2.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -13.5% 49,216 $2.4M
Meritage Portfolio Management 0.15% Reduce -38.2% 46,516 $2.3M
Fiduciary Trust Co 0.04% Reduce -3.0% 46,377 $2.3M
Callahan Advisors, LLC 0.24% Reduce -5.0% 46,203 $2.3M
Trajan Wealth LLC 0.16% — 45,838 $2.3M
Glenmede Trust Co. NA 0.01% Reduce -8.6% 45,667 $2.3M
Florida Trust Wealth Management Co 0.08% Reduce -12.9% 44,887 $2.3M
Pavion Blue Capital, LLC 1.11% Add +20.1% 44,740 $2.2M
SevenBridge Financial Group, LLC 0.51% Reduce -5.5% 42,988 $2.2M
Legacy Wealth Management, LLC / MS 1.00% No change 44,410 $2.2M
Bell Bank 0.19% Add +4.9% 44,225 $2.2M
World Equity Group, Inc. 0.45% Add +3.2% 44,004 $2.2M
Bleakley Financial Group, LLC 0.06% Add +8.3% 43,963 $2.2M
Simplicity Wealth,LLC 0.05% New 43,963 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -1.4% 43,397 $2.2M
Capital Insight Partners, LLC 0.40% Reduce -0.0% 43,024 $2.2M
Moors & Cabot, Inc. 0.12% Reduce -1.8% 42,965 $2.2M
Anchor Investment Management, LLC 0.23% Add +3.6% 42,960 $2.2M
Foresight Capital Management Advisors, Inc. 1.65% Add +5.2% 42,898 $2.2M
Mason & Associates, LLC 1.65% — 42,898 $2.2M
Texas Yale Capital Corp. 0.10% Reduce -1.5% 42,620 $2.1M
Caprock Group, LLC 0.12% Reduce -17.0% 42,356 $2.1M
Narwhal Capital Management 0.21% Reduce -38.9% 42,323 $2.1M
Timber Creek Capital Management LLC 0.66% Add +3.5% 41,802 $2.1M
Todd Asset Management LLC 0.04% Add +0.9% 41,676 $2.1M
Forte Capital LLC 0.26% Reduce -1.3% 41,182 $2.1M
Nicholas Hoffman & Company, LLC. 0.10% Add +42.1% 41,105 $2.1M
Earnest Partners LLC 0.01% Reduce -0.5% 41,061 $2.1M
SkyOak Wealth, LLC 0.49% Reduce -0.4% 40,807 $2.0M
Portside Wealth Group, LLC 0.38% Add +22.5% 40,496 $2.0M
Farther Finance Advisors, LLC 0.12% Add +2.4% 40,744 $2.0M
Pinnacle Associates Ltd. 0.03% Reduce -5.5% 40,189 $2.0M
JPL Wealth Management, LLC 1.11% Add +36.1% 40,154 $2.0M
Balentine LLC 0.06% Reduce -3.6% 40,055 $2.0M
Quadcap Wealth Management, LLC 0.46% Reduce -0.3% 39,952 $2.0M
HBW Advisory Services LLC 0.38% No change 41,350 $2.0M
Advisory Services Network, LLC 0.04% Reduce -12.6% 39,822 $2.0M
Arvest Investments, Inc. 0.31% Reduce -14.3% 39,351 $2.0M
Sowell Financial Services LLC 0.09% Reduce -0.8% 38,974 $2.0M
NewEdge Advisors, LLC 0.02% Reduce -38.5% 38,803 $1.9M
Aquatic Capital Management LLC 0.06% Reduce -83.3% 38,800 $1.9M
Schechter Investment Advisors, LLC 0.15% Add +20.9% 38,684 $1.9M
HM Payson & Co. 0.04% Reduce -3.3% 38,682 $1.9M
Whittier Trust Co. 0.03% Reduce -6.3% 38,291 $1.9M
Cardinal Capital Management 0.31% Add +11.1% 38,068 $1.9M
Aviance Capital Partners, LLC 0.28% New 37,960 $1.9M
W1M Asset Management Ltd 0.15% Add +13.1% 37,854 $1.9M
Trust Co. of Vermont 0.11% Reduce -8.8% 37,843 $1.9M
Verdence Capital Advisors LLC 0.17% Add +5.7% 37,766 $1.9M
Three Bridge Wealth Advisors, LLC 0.74% Add +232.1% 37,645 $1.9M
Quotient Wealth Partners, LLC 0.07% Reduce -42.3% 37,612 $1.9M
Choate Investment Advisors 0.05% Reduce -5.8% 37,358 $1.9M
Ritholtz Wealth Management 0.06% Add +34.9% 36,873 $1.9M
Northwest Investment Counselors, LLC 0.45% Reduce -4.7% 36,788 $1.8M
BTC Capital Management, Inc. 0.17% — 36,608 $1.8M
State Street Corp. 0.00% Reduce -0.1% 36,537 $1.8M
Signaturefd, LLC 0.04% Add +13.2% 36,419 $1.8M
Regatta Capital Group, LLC 0.41% Add +1.8% 36,135 $1.8M
Pathway Financial Advisers, LLC 0.65% Add +2.2% 35,992 $1.8M
Optimist Retirement Group LLC 0.92% Add +66.3% 35,698 $1.8M
Baker Tilly Wealth Management, LLC 0.32% Add +20.7% 35,588 $1.8M
KCM Investment Advisors LLC 0.07% Add +12.8% 35,192 $1.8M
Highland Capital Management, LLC 0.10% Add +0.1% 34,597 $1.7M
Inlet Private Wealth, LLC 0.48% Reduce -1.4% 34,126 $1.7M
Hedges Asset Management LLC 1.19% Add +6.3% 33,950 $1.7M
Pacifica Partners Inc. 0.75% Reduce -0.9% 34,295 $1.7M
Americana Partners, LLC 0.14% Add +4.7% 33,346 $1.7M
Westhampton Capital, LLC 0.91% Reduce -0.5% 33,397 $1.7M
Lester Murray Antman dba SimplyRich 0.53% Add +1.5% 32,669 $1.6M
Argent Trust Co 0.07% Add +1.4% 31,945 $1.6M
Eldred Rock Partners, LLC 0.87% New 31,869 $1.6M
Drexel Morgan & Co. 0.33% No change 31,722 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.46% Reduce -0.9% 31,708 $1.6M
CIBC Asset Management Inc 0.01% Reduce -22.0% 31,519 $1.6M
WCG Wealth Advisors LLC 0.13% Reduce -28.0% 31,418 $1.6M
Tectonic Advisors LLC 0.12% Add +20.9% 31,209 $1.6M
Delta Capital Management LLC 1.03% Add +0.5% 30,600 $1.5M
Auxano Advisors, LLC 0.44% Add +27.7% 30,404 $1.5M
Financial Gravity Asset Management, Inc. 0.43% Add +0.0% 31,382 $1.5M
Old Second National Bank of Aurora 0.39% Reduce -2.7% 30,010 $1.5M
RBF Capital, LLC 0.08% No change 30,000 $1.5M
Credential Qtrade Securities Inc. 0.08% Add +9.4% 29,990 $1.5M
Ategra Capital Management, LLC 0.69% Add +6.0% 29,820 $1.5M
Balyasny Asset Management L.P. 0.00% Add +162.9% 29,449 $1.5M
B. Riley Wealth Advisors, Inc. 0.04% Add +18.2% 29,547 $1.5M
Columbus Macro, LLC 0.55% Reduce -5.2% 28,900 $1.5M
ICW Investment Advisors LLC 0.64% Add +3.5% 28,811 $1.4M
Slocum, Gordon & Co LLP 1.07% Reduce -1.4% 28,790 $1.4M
Ceera Investments, LLC 0.63% No change 28,595 $1.4M
Commerce Bank 0.01% Reduce -0.3% 28,481 $1.4M
Altman Advisors, Inc. 0.69% Add +155.0% 28,610 $1.4M
Private Harbour Investment Management & Counsel, LLC 1.53% Reduce -2.1% 28,354 $1.4M
Elevation Point Wealth Partners, LLC 0.11% Add +1.6% 28,258 $1.4M
Sigma Planning Corp 0.04% Add +122.3% 28,039 $1.4M
First Bank & Trust 0.29% Reduce -14.1% 27,965 $1.4M
InTrack Investment Management Inc 1.04% Add +95.2% 27,952 $1.4M
MAI Capital Management 0.01% Add +57.3% 27,399 $1.4M
Buffington Mohr McNeal 0.25% Add +1.3% 27,215 $1.4M
Alliance Wealth Advisors, LLC 0.41% Add +38.0% 27,072 $1.4M
Principal Securities, Inc. 0.04% Add +14.8% 26,769 $1.3M
Lineweaver Wealth Advisors, LLC 0.32% Add +3.8% 26,730 $1.3M
Vident Advisory, LLC 0.03% Reduce -0.4% 26,642 $1.3M
First Hawaiian Bank 0.04% Reduce -21.8% 26,605 $1.3M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -9.2% 26,430 $1.3M
Fulton Bank, N.A. 0.05% Reduce -18.3% 26,302 $1.3M
Chesapeake Asset Management LLC 1.29% Reduce -0.8% 26,002 $1.3M
Northwest & Ethical Investments L.P. 0.04% Add +29.3% 25,835 $1.3M
Signet Investment Advisory Group, Inc. 0.70% Reduce -14.3% 25,549 $1.3M
Guardian Wealth Management, Inc. 0.98% Add +4.2% 25,430 $1.3M
Capstone Financial Advisors, Inc. 0.09% Add +0.9% 25,280 $1.3M
Intrust Bank NA 0.14% Reduce -6.7% 25,242 $1.3M
1832 Asset Management L.P. 0.00% Add +13.1% 25,191 $1.3M
Arjuna Capital 0.36% Add +3.9% 25,117 $1.3M
Janus Henderson Group PLC 0.00% Add +3.8% 25,033 $1.3M
Syon Capital LLC 0.12% Add +197.5% 24,521 $1.2M
Nia Impact Advisors, LLC 0.48% — 23,925 $1.2M
Dodge & Cox 0.00% No change 23,900 $1.2M
River Wealth Advisors LLC 0.17% Reduce -3.3% 23,866 $1.2M
Rodgers Brothers Inc. 0.16% Reduce -2.1% 23,754 $1.2M
Insigneo Advisory Services, LLC 0.14% Add +1.2% 23,647 $1.2M
Guggenheim Capital LLC 0.01% Add +5.5% 23,560 $1.2M
Capital Investment Advisory Services, LLC 0.12% Reduce -0.6% 23,084 $1.2M
Ellevest, Inc. 0.07% Add +58.1% 22,933 $1.2M
Synovus Financial Corp. 0.01% Add +3.4% 22,880 $1.1M
Catalyst Capital Advisors LLC 0.03% No change 22,760 $1.1M
Parallel Advisors, LLC 0.03% Add +13.5% 22,645 $1.1M
Financial Counselors Inc. 0.02% Reduce -3.3% 22,596 $1.1M
Pullen Investment Management, LLC 0.95% — 22,413 $1.1M
Creegan & Nassoura Financial Group, LLC 0.75% No change 22,313 $1.1M
Great Lakes Retirement, Inc. 0.16% Reduce -2.4% 22,195 $1.1M
Allen Wealth Management, LLC 0.98% Reduce -55.5% 22,147 $1.1M
Qtron Investments LLC 0.16% No change 22,144 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.7% 22,095 $1.1M
Keystone Financial Group 0.16% Add +2.1% 21,982 $1.1M
Aua Capital Management, LLC 0.64% No change 21,982 $1.1M
Griffin Asset Management, Inc. 0.13% Reduce -1.7% 21,930 $1.1M
Spire Wealth Management 0.02% Add +15.7% 21,666 $1.1M
Weatherly Asset Management L. P. 0.10% Reduce -10.3% 21,473 $1.1M
Long Run Wealth Advisors, LLC 0.28% Add +3.2% 21,465 $1.1M
Waldron Private Wealth LLC 0.05% Add +1.1% 21,437 $1.1M
Prudential Financial Inc. 0.00% Reduce -14.7% 21,432 $1.1M
Ativo Capital Management LLC 1.07% Add +7.6% 21,200 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +9.2% 20,873 $1.0M
Chiron Capital Management, LLC 0.93% Reduce -15.6% 20,416 $1.0M
D.A. Davidson & Co. 0.01% Reduce -4.9% 20,338 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Reduce -6.0% 20,324 $1.0M
Dorsey & Whitney Trust CO LLC 0.07% Add +1.4% 20,154 $1.0M
Radnor Capital Management, LLC 0.17% Reduce -8.8% 19,941 $1.0M
Tower Bridge Advisors 0.10% Reduce -5.2% 19,825 $995K
Stratos Wealth Partners, LTD. 0.02% Reduce -5.8% 19,804 $994K
Eley Financial Management, Inc 0.43% Reduce -0.5% 19,726 $990K
Greenwood Capital Associates LLC 0.13% Add +0.5% 19,610 $984K
GoalVest Advisory LLC 0.32% Add +7.5% 19,255 $966K
Foyston, Gordon & Payne Inc 0.23% Reduce -3.0% 19,244 $966K
Scott & Selber, Inc. 0.33% Add +0.4% 19,222 $965K
Columbia Asset Management 0.20% No change 19,845 $962K
Valley National Advisers Inc. 0.15% Reduce -0.7% 19,173 $962K
Prospera Financial Services Inc 0.03% Reduce -11.6% 19,049 $957K
Thompson Siegel & Walmsley LLC 0.01% No change 18,815 $944K
Abundance Wealth Counselors 0.22% Add +18.4% 18,788 $943K
Northstar Group, Inc. 0.19% Reduce -0.7% 18,738 $940K
Lanark Financial, Inc. 0.09% Add +9.4% 18,702 $938K
Founders Financial Securities LLC 0.10% Reduce -30.2% 18,613 $934K
Brown Brothers Harriman & Co. 0.01% Add +8.1% 18,363 $922K
D. E. Shaw & Co. 0.00% Reduce -93.2% 18,339 $920K
Huntington National Bank 0.01% Add +16.1% 18,233 $915K
HighPoint Advisor Group LLC 0.06% Reduce -3.2% 16,968 $915K
Norden Group LLC 0.18% Reduce -0.0% 18,111 $909K
Northeast Investment Management 0.04% Reduce -0.8% 18,000 $903K
Valeo Financial Advisors, LLC 0.03% Reduce -23.2% 18,729 $900K
First County Bank 0.44% Reduce -13.9% 17,912 $899K
First Pacific Financial 0.25% Add +3.5% 17,842 $896K
Mitchell & Pahl Private Wealth, LLC 0.47% Add +4.5% 17,832 $895K
TD Waterhouse Canada Inc. 0.01% Reduce -18.6% 16,661 $891K
Checchi Capital Advisers, LLC 0.07% Add +4.7% 17,577 $882K
Semmax Financial Advisors Inc. 0.29% Add +11.7% 16,351 $882K
Hanson & Doremus Investment Management 0.15% Add +5.4% 17,375 $872K
UMB Bank, n.a. 0.01% Reduce -16.7% 17,348 $871K
Virtu Financial LLC 0.07% Reduce -3.5% 17,246 $866K
Fifth Third Bancorp 0.00% Reduce -6.3% 17,231 $865K
Diversify Advisory Services, LLC 0.05% — 17,320 $863K
First Manhattan Co. Llc. 0.00% Reduce -6.1% 17,099 $858K
Horizon Investments, LLC 0.02% Reduce -32.1% 17,022 $854K
Curbstone Financial Management Corp 0.18% Add +1.8% 16,928 $850K
Avior Wealth Management, LLC 0.04% Add +7.1% 16,714 $839K
First Affirmative Financial Network 0.62% Add +2.0% 16,709 $839K
Leisure Capital Management 0.41% Add +8.1% 16,315 $819K
Salvus Wealth Management, LLC 0.56% Add +20.0% 16,275 $817K
Ballentine Partners, LLC 0.02% Add +1.2% 16,210 $814K
Unique Wealth Strategies, LLC 0.40% Add +13.0% 16,116 $809K
True Wealth Design, LLC 0.20% Add +5.5% 16,014 $804K
Exchange Capital Management, Inc. 0.13% Reduce -0.6% 15,922 $799K
Banco de Sabadell, S.A 0.60% Reduce -0.4% 15,889 $799K
DRW Securities, LLC 0.05% Add +158.9% 15,853 $796K
Welch & Forbes LLC 0.01% Reduce -30.5% 15,850 $796K
Wynn Capital, LLC 0.61% Reduce -3.8% 15,705 $788K
Roundview Capital LLC 0.06% Reduce -1.0% 15,687 $787K
Legacy Financial Advisors, Inc. 0.14% Add +28.7% 15,659 $786K
LCM Capital Management Inc 0.50% Add +0.1% 15,502 $778K
Israel Discount Bank of New York 0.96% Reduce -1.3% 15,323 $769K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -8.9% 15,308 $769K
Susquehanna International Group, LLP 0.00% Reduce -90.8% 15,211 $763K
Raab & Moskowitz Asset Management LLC 0.21% Reduce -2.8% 15,202 $763K
Merit Financial Group, LLC 0.02% Add +114.9% 14,607 $761K
Gardner Russo & Quinn 0.01% Reduce -69.6% 15,167 $761K
Murphy Pohlad Asset Management LLC 0.30% No change 15,082 $757K
Liberty One Investment Management, LLC 0.09% Add +0.9% 15,034 $755K
Aberdeen Wealth Management LLC 0.44% Reduce -0.5% 14,926 $749K
Tidal Investments LLC 0.01% Add +2.4% 14,871 $746K
Bailard, Inc. 0.02% Add +11.7% 14,835 $745K
Wealthspire Advisors, LLC 0.01% Add +3.1% 14,816 $744K
BCGM Wealth Management, LLC 0.27% Reduce -6.4% 14,814 $744K
Vise Technologies, Inc. 0.15% Add +11.0% 14,797 $743K
Quadrant Capital Group LLC 0.06% Reduce -20.1% 14,789 $742K
Berkeley Capital Partners, LLC 0.22% Reduce -53.4% 14,641 $735K
Essex Financial Services, Inc. 0.07% Reduce -6.0% 14,635 $735K
River Street Advisors LLC 0.49% Reduce -0.6% 14,582 $732K
Squarepoint Ops LLC 0.00% Add +30.2% 14,554 $730K
Gibbs Wealth Management 0.42% — 14,541 $730K
Hilltop Holdings Inc. 0.08% Reduce -11.4% 14,369 $721K
Beverly Hills Private Wealth, LLC 0.17% Add +31.3% 14,184 $712K
Integrated Wealth Concepts LLC 0.01% Reduce -11.7% 14,042 $705K
Tritonpoint Wealth, LLC 0.07% Add +2.3% 14,830 $703K
Mengis Capital Management, Inc. 0.11% Add +46.4% 13,994 $702K
Fluent Financial, LLC 0.39% Reduce -38.2% 13,965 $701K
Fayez Sarofim & Co 0.00% Reduce -38.4% 13,960 $701K
GAMCO Investors 0.01% Reduce -3.7% 13,940 $700K
Credit Suisse AG/ 0.00% Add +187.6% 13,826 $694K
Coldstream Capital Management Inc. 0.02% Add +23.9% 13,814 $693K
Old National Bancorp 0.02% Reduce -10.0% 13,778 $692K
BKM Wealth Management, LLC 0.30% Add +42.9% 13,705 $688K
HB Wealth Management, LLC 0.01% Add +5.2% 13,702 $688K
Garner Asset Management Corp 0.26% Add +6.2% 13,620 $684K
Empowered Funds, LLC 0.01% New 13,625 $684K
Cadence Bank 0.05% Reduce -9.6% 13,625 $684K
Joel Isaacson & Co., LLC 0.04% Add +0.0% 13,594 $682K
Excalibur Management Corp. 0.29% Add +3.9% 13,562 $681K
Dearborn Partners LLC 0.03% Add +4.2% 13,377 $671K
Raelipskie Partnership 0.38% Add +44.7% 13,377 $671K
HF Advisory Group, LLC 0.37% Add +37.5% 13,352 $670K
EP Wealth Advisors, LLC 0.01% Add +28.5% 13,259 $665K
Pitcairn Co. 0.04% Reduce -3.3% 13,215 $663K
Nuveen Asset Management, LLC 0.00% Add +1.4% 13,138 $659K
Aaron Wealth Advisors LLC 0.09% Add +102.8% 13,115 $658K
WR Wealth Planners, LLC 0.20% Add +7.3% 13,107 $658K
DMC Group, LLC 0.57% Reduce -11.3% 13,059 $655K
Bank of Nova Scotia Trust Co. 0.07% Add +22.9% 13,025 $654K
Thrivent Financial for Lutherans 0.00% Reduce -6.9% 13,002 $653K
LGL Partners, LLC 0.11% Add +2.0% 12,932 $649K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +20.1% 12,903 $648K
Flputnam Investment Management Co. 0.01% Add +28.8% 12,877 $646K
Lake Street Advisors Group, LLC 0.03% Add +7.9% 12,816 $643K
FLC Capital Advisors 0.16% No change 12,762 $641K
North Star Investment Management Corp. 0.05% Reduce -1.5% 12,744 $640K
Evergreen Capital Management LLC 0.02% Add +8.7% 12,693 $637K
Retirement Guys Formula LLC 0.31% Add +32.9% 12,611 $633K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -1.6% 12,521 $628K
Stock Yards Bank & Trust Co. 0.02% Add +3.7% 12,492 $627K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -10.8% 12,465 $626K
Weik Capital Management 0.26% Reduce -26.7% 12,390 $622K
Jeppson Wealth Management, LLC 0.24% Add +0.3% 12,313 $618K
Global Retirement Partners, LLC 0.02% Reduce -2.4% 12,214 $613K
Capstone Investment Advisors, LLC 0.02% Reduce -74.0% 12,185 $612K
Sapient Capital LLC 0.01% Reduce -25.7% 12,018 $603K
Compound Planning, Inc. 0.06% Add +37.7% 11,916 $598K
Shelton Capital Management 0.02% Reduce -0.1% 11,885 $597K
Ameritas Advisory Services, LLC 0.02% Reduce -8.6% 11,784 $593K
Douglass Winthrop Advisors, LLC 0.01% Add +0.7% 11,645 $584K
Hartford Funds Management Co LLC 0.06% Add +24.1% 11,638 $584K
Legacy Capital Group California, Inc. 0.21% Add +26.0% 11,583 $581K
Intellectus Partners, LLC 0.15% Reduce -0.2% 11,528 $579K
Navellier & Associates Inc. 0.07% No change 11,492 $577K
Glenview Trust Co 0.01% Reduce -3.2% 11,470 $576K
Colonial Trust Co / SC 0.11% Reduce -2.8% 11,393 $572K
PAX Financial Group, LLC 0.11% Add +2.8% 11,338 $569K
Thoroughbred Financial Services, LLC 0.05% Reduce -51.7% 11,326 $568K
Choreo, LLC 0.01% Reduce -2.0% 11,275 $566K
Wealth Alliance, LLC 0.07% Reduce -18.9% 11,190 $562K
Modern Wealth Management, LLC 0.05% New 11,165 $560K
Manchester Capital Management LLC 0.07% No change 11,142 $559K
Nuance Investments, LLC 0.01% New 10,987 $551K
Rathbones Group PLC 0.00% Reduce -4.1% 10,918 $548K
Strategic Global Advisors, LLC 0.12% Reduce -0.8% 10,817 $543K
IHT Wealth Management, LLC 0.02% Add +4.1% 10,816 $543K
Leavell Investment Management, Inc. 0.03% Reduce -5.2% 10,765 $540K
Sandy Cove Advisors, LLC 0.25% Add +5.3% 10,720 $538K
Old North State Trust, LLC 0.45% — 10,654 $535K
Tiaa Trust, National Association 0.00% Reduce -2.5% 10,608 $532K
PFG Investments, LLC 0.03% Add +36.8% 10,572 $531K
Physicians Financial Services, Inc. 0.19% No change 10,563 $530K
Kingsview Wealth Management, LLC 0.01% Reduce -15.1% 10,544 $529K
Five Oceans Advisors 0.27% Reduce -0.0% 10,515 $528K
Perigon Wealth Management, LLC 0.02% Add +31.5% 10,507 $527K
Twin City Private Wealth, LLC 0.52% — 10,473 $526K
Principle Wealth Partners LLC 0.04% No change 10,443 $524K
Garrett Wealth Advisory Group, LLC 0.21% Add +0.3% 10,427 $523K
Sky Investment Group LLC 0.10% Reduce -2.5% 10,424 $523K
Range Financial Group LLC 0.27% Add +15.2% 10,409 $522K
Cozad Asset Management Inc. 0.05% Reduce -7.8% 10,210 $512K
Ausdal Financial Partners, Inc. 0.06% Add +0.1% 10,201 $512K
Peregrine Asset Advisers, Inc. 0.20% No change 10,175 $511K
Wescott Financial Advisory Group, LLC 0.06% Reduce -8.0% 10,159 $510K
FirstPurpose Wealth LLC 0.18% Add +17.8% 10,671 $509K
Allworth Financial LP 0.00% Add +3.4% 10,034 $504K
Moloney Securities Asset Management, LLC 0.08% Reduce -0.8% 9,976 $501K
CENTRAL TRUST Co 0.01% No change 9,922 $498K
Red Door Wealth Management, LLC 0.10% Add +1.0% 9,864 $495K
Keystone Financial Services 0.22% Reduce -0.3% 9,839 $494K
Powers Advisory Group, LLC 0.28% Reduce -6.0% 9,683 $486K
NorthCoast Asset Management LLC 0.01% Reduce -5.5% 9,670 $485K
Riverwater Partners LLC 0.35% Add +26.2% 9,621 $483K
Phillips Wealth Planners LLC 0.55% Add +24.1% 10,384 $483K
Marcum Wealth, LLC 0.05% Add +14.2% 9,593 $481K
Beutel, Goodman & Co Ltd. 0.00% Add +52.9% 9,600 $481K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -0.3% 9,567 $480K
Advisors Preferred, LLC 0.08% New 9,626 $480K
Chemistry Wealth Management LLC 0.13% Reduce -10.5% 9,541 $479K
Williams Jones Wealth Management, LLC. 0.01% Add +7.3% 9,469 $475K
Rbo & Co. LLC 0.08% Reduce -6.0% 9,394 $471K
Intrua Financial, LLC 0.07% Reduce -2.8% 9,325 $468K
Private Trust Co. NA 0.05% Reduce -1.9% 9,325 $468K
Ignite Planners, LLC 0.13% Reduce -13.3% 9,382 $468K
SVB Wealth LLC 0.01% Reduce -13.6% 9,301 $467K
Ashton Thomas Private Wealth, LLC 0.03% Add +25.3% 9,284 $466K
Boothbay Fund Management, LLC 0.01% New 9,238 $464K
Mather Group, Llc. 0.01% Add +1.9% 9,553 $463K
Bond & Devick Financial Network, Inc. 0.25% Reduce -0.9% 9,214 $462K
Hilltop National Bank 0.16% — 9,173 $460K
Ransom Advisory, Ltd 0.24% — 9,118 $458K
West Family Investments, Inc. 0.14% No change 9,116 $458K
Dana Investment Advisors, Inc. 0.02% Reduce -36.2% 9,111 $457K
Malaga Cove Capital, LLC 0.18% No change 8,998 $452K
FDx Advisors, Inc. 0.07% Reduce -55.8% 8,977 $451K
Spinnaker Trust 0.03% Add +0.6% 8,886 $446K
Boston Trust Walden Corp 0.00% Reduce -5.3% 8,879 $446K
RS Crum Inc. 0.12% No change 8,871 $445K
Roman Butler Fullerton & Co. 0.17% Reduce -8.7% 9,225 $443K
Country Club Bank 0.03% Add +4.0% 8,832 $443K
Transcend Capital Advisors, LLC 0.04% Add +44.5% 8,832 $443K
Capital Investment Counsel, Inc 0.08% Reduce -0.7% 8,827 $443K
Headlands Technologies LLC 0.11% Reduce -76.5% 8,780 $441K
Smart Money Group LLC 0.17% Add +76.3% 8,465 $439K
Sage Rhino Capital LLC 0.10% Add +3.6% 8,711 $437K
Realta Investment Advisors 0.09% Reduce -30.2% 8,709 $437K
Engineers Gate Manager LP 0.01% Reduce -4.8% 8,652 $434K
Raleigh Capital Management Inc. 0.19% Reduce -48.2% 8,634 $433K
Wellington Shields & Co., LLC 0.14% Reduce -14.8% 8,612 $432K
Vontobel Holding Ltd. 0.00% New 8,610 $432K
Court Place Advisors, LLC 0.14% Reduce -13.2% 8,575 $430K
Buckingham Strategic Wealth, LLC 0.00% Add +2.5% 8,557 $429K
Brighton Jones LLC 0.02% Add +20.9% 8,490 $426K
Atom Investors LP 0.05% Add +6.0% 8,439 $424K
Chicago Capital, LLC 0.01% No change 8,434 $423K
Clarius Group, LLC 0.03% Reduce -20.1% 8,429 $423K
Twelve Points Wealth Management LLC 0.15% Reduce -8.7% 8,411 $422K
Parsons Capital Management Inc. 0.03% Reduce -10.7% 8,369 $420K
Lido Advisors, LLC 0.00% Add +12.6% 8,343 $419K
Daymark Wealth Partners, LLC 0.02% Reduce -14.3% 8,334 $418K
PDS Planning, Inc 0.04% Add +8.7% 8,302 $417K
Savant Capital, LLC 0.00% Add +13.7% 8,298 $416K
Hunter Associates Investment Management LLC 0.07% No change 8,250 $415K
Calydon Capital 0.08% Add +1.1% 7,744 $414K
Procyon Advisors, LLC 0.03% Reduce -14.2% 8,239 $414K
Sivia Capital Partners, LLC 0.28% Add +1.3% 8,090 $406K
Ieq Capital, LLC 0.01% Add +12.8% 8,087 $406K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -5.1% 8,085 $406K
WealthTrust Axiom LLC 0.13% Reduce -0.9% 8,077 $405K
FSB Premier Wealth Management, Inc. 0.19% Add +27.3% 8,047 $404K
Greenleaf Trust 0.00% Reduce -5.7% 8,024 $403K
Allen Investment Management, LLC 0.01% Reduce -10.8% 8,005 $402K
Focus Partners Advisor Solutions, LLC 0.01% New 7,999 $401K
Tranquilli Financial Advisor LLC 0.27% Reduce -6.7% 7,983 $401K
Bessemer Group Inc. 0.00% Reduce -13.4% 7,953 $399K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -14.6% 7,895 $396K
Douglas Lane & Associates, LLC 0.01% Reduce -20.1% 7,854 $394K
GAMMA Investing LLC 0.08% Add +17.6% 7,838 $393K
Empower Advisory Group, LLC 0.00% Add +16.0% 7,788 $391K
Park Place Capital Corp 0.14% Reduce -28.6% 7,759 $389K
SouthState Bank Corp 0.03% Add +0.4% 7,681 $386K
Jacobi Capital Management LLC 0.04% Add +23.7% 7,678 $385K
Keynote Financial Services LLC 0.32% — 7,650 $384K
Clifford Swan Investment Counsel LLC 0.01% No change 7,627 $383K
Cohen Investment Advisors LLC 0.25% Reduce -2.8% 7,600 $381K
Abbrea Capital, LLC 0.05% No change 7,515 $377K
BSW Wealth Partners 0.06% Add +13.9% 7,507 $377K
Searle & Co. 0.10% No change 7,500 $376K
Pinion Investment Advisors, LLC 0.20% Add +12.7% 7,484 $376K
FourThought Financial Partners, LLC 0.04% Add +47.2% 7,475 $375K
Canandaigua National Bank & Trust Co. 0.06% Reduce -14.1% 7,456 $374K
Gallacher Capital Management LLC 0.19% Add +9.5% 7,393 $371K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -80.3% 7,389 $371K
Blue Trust, Inc. 0.01% Add +8.7% 7,279 $365K
Icon Wealth Advisors, LLC 0.03% Add +8.1% 7,274 $365K
Carnegie Investment Counsel 0.01% Reduce -30.9% 7,268 $365K
Great Diamond Partners, LLC 0.08% Add +0.7% 7,258 $364K
Somerville Kurt F 0.06% Reduce -0.7% 7,242 $363K
King Luther Capital Management Corp. 0.00% Add +4.4% 7,239 $363K
Sage Mountain Advisors LLC 0.04% New 7,225 $363K
&partners 0.05% New 7,115 $362K
Sterling Investment Advisors, Ltd. 0.10% No change 7,176 $360K
Financial & Tax Architects, LLC 0.10% New 7,130 $358K
Lincoln National Corp. 0.01% Add +2.2% 7,069 $355K
Breakwater Capital Group 0.09% Add +7.6% 7,065 $355K
Level Four Advisory Services, LLC 0.02% Add +2.8% 7,311 $354K
Keudell/Morrison Wealth Management 0.11% Reduce -15.5% 7,056 $354K
Value Partners Investments Inc. 0.03% Add +12.0% 7,059 $354K
Graypoint LLC 0.03% Reduce -7.7% 7,042 $353K
Causeway Capital Management LLC 0.01% Reduce -97.6% 7,017 $352K
Fca Corp. 0.11% No change 7,000 $351K
FRG Family Wealth Advisors LLC 0.07% Reduce -5.6% 6,725 $349K
Woodmont Investment Counsel LLC 0.03% Reduce -0.6% 6,861 $344K
Parkside Financial Bank & Trust 0.06% Add +14.0% 6,801 $341K
Caldwell Trust Co 0.04% Reduce -16.9% 6,800 $341K
Crescent Grove Advisors, LLC 0.04% Add +0.1% 6,782 $340K
Aspen Grove Capital, LLC 0.10% Reduce -0.2% 6,779 $340K
Cullen/Frost Bankers, Inc. 0.01% Reduce -5.5% 6,764 $339K
Summit Global Investments 0.03% New 6,728 $338K
Aries Wealth Management 0.11% Add +3.1% 6,729 $338K
M. Kulyk & Associates, LLC 0.08% Reduce -88.5% 6,728 $338K
Cornerstone Wealth Group, LLC 0.03% New 6,722 $337K
Avantax Planning Partners, Inc. 0.01% New 6,658 $334K
Rehmann Capital Advisory Group 0.02% Reduce -2.5% 6,638 $333K
Mission Wealth Management, LP 0.01% Add +20.4% 6,636 $333K
Independent Advisor Alliance 0.01% Add +1.5% 6,629 $333K
Ti-Trust, Inc. 0.24% New 6,625 $333K
Atlantic Union Bankshares Corp 0.03% No change 6,619 $332K
Chase Investment Counsel Corp. 0.12% Add +6.2% 6,630 $332K
Smithfield Trust Co 0.02% Reduce -0.7% 6,619 $332K
Claro Advisors Inc. 0.06% Add +0.6% 6,605 $332K
Equitable Holdings, Inc. 0.00% Reduce -1.8% 6,546 $329K
Beese Fulmer Investment Management, Inc. 0.03% No change 6,536 $328K
Frisch Financial Group, Inc. 0.11% Reduce -10.3% 6,535 $328K
Wedbush Securities Inc. 0.01% New 6,543 $328K
Cladis Investment Advisory, LLC 0.24% Reduce -18.8% 6,500 $326K
Geneos Wealth Management Inc. 0.01% Add +22.9% 6,496 $326K
Port Capital LLC 0.02% Reduce -7.1% 6,500 $326K
Bedel Financial Consulting, Inc. 0.05% No change 6,490 $326K
O'Brien Greene & Co. Inc 0.11% No change 6,479 $325K
1900 Wealth Management LLC 0.03% New 6,469 $325K
Lincoln Capital LLC 0.07% No change 6,434 $323K
Diligent Investors, LLC 0.08% Add +0.0% 6,417 $322K
Lindbrook Capital, LLC 0.03% Reduce -10.6% 6,399 $321K
Centaurus Financial, Inc. 0.02% Add +24.6% 6,344 $318K
Mane Global Capital Management LP 0.03% New 6,314 $317K
Pine Haven Investment Counsel, Inc 0.28% Add +2.0% 6,258 $314K
Hazlett, Burt & Watson, Inc. 0.19% Reduce -3.1% 6,226 $314K
Bradley Foster & Sargent Inc. 0.01% Reduce -13.8% 6,231 $313K
Cetera Trust Company, N.A 0.19% Reduce -5.7% 6,195 $311K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.0% 6,166 $309K
Schrum Private Wealth Management LLC 0.28% New 6,161 $309K
Waverly Advisors, LLC 0.01% New 6,146 $308K
White Knight Strategic Wealth Advisors, LLC 0.32% Add +0.4% 6,130 $308K
Abel Hall, LLC 0.23% Add +10.4% 6,102 $306K
AlphaQ Advisors LLC 0.18% Reduce -14.4% 6,096 $306K
Inscription Capital, LLC 0.05% New 6,073 $305K
Wambolt & Associates, LLC 0.09% Reduce -50.9% 6,081 $303K
Applied Finance Capital Management, LLC 0.02% No change 6,015 $302K
Drive Wealth Management, LLC 0.08% Reduce -20.9% 6,013 $302K
Freestone Capital Holdings, LLC 0.01% Reduce -23.1% 6,002 $301K
Phocas Financial Corp. 0.03% No change 6,000 $301K
Birch Hill Investment Advisors LLC 0.01% Reduce -3.2% 6,000 $301K
Probity Advisors, Inc. 0.06% No change 5,973 $300K
CVA Family Office, LLC 0.05% Reduce -0.3% 5,949 $299K
Mezzasalma Advisors, LLC 0.14% New 5,945 $298K
Roberts Glore & Co. Inc. 0.09% No change 5,941 $298K
Fiduciary Group, LLC 0.03% Reduce -4.6% 5,895 $296K
Grey Street Capital, LLC 0.04% New 5,869 $295K
Foundations Investment Advisors, LLC 0.01% Add +15.8% 5,795 $291K
Forum Financial Management, LP 0.01% Add +35.5% 5,770 $290K
Diversified Trust Co. 0.01% Add +23.3% 5,754 $289K
Addison Advisors LLC 0.10% Reduce -4.7% 5,741 $288K
Eagle Bay Advisors LLC 0.18% Add +126.6% 5,730 $288K
Aptus Capital Advisors, LLC 0.01% New 5,723 $287K
Summit Trail Advisors, LLC 0.01% Add +9.6% 5,715 $287K
Argonautica Private Wealth Management, Inc. 0.10% Reduce -8.8% 5,642 $283K
Atlas Brown,Inc. 0.10% Add +0.1% 5,638 $283K
SeaCrest Wealth Management, LLC 0.03% Reduce -60.9% 5,619 $282K
Mill Creek Capital Advisors, LLC 0.01% Reduce -3.4% 5,587 $280K
Nilsine Partners, LLC 0.04% Add +33.1% 5,531 $278K
V-Square Quantitative Management LLC 0.04% No change 5,574 $277K
Boston Financial Mangement LLC 0.01% Reduce -14.6% 5,451 $274K
Callan Capital, LLC 0.02% Add +16.8% 5,425 $272K
Legacy Private Trust Co. 0.02% No change 5,423 $272K
Sabal Trust CO 0.02% Reduce -1.3% 5,406 $271K
Hummer Financial Advisory Services Inc 0.22% Reduce -13.7% 5,394 $271K
Optas, LLC 0.07% Add +8.8% 5,389 $270K
Lion Street Advisors, LLC 0.11% No change 5,547 $269K
HUB Investment Partners, LLC 0.01% New 5,317 $267K
Edge Capital Group, LLC 0.01% Reduce -15.5% 5,302 $266K
Traphagen Investment Advisors LLC 0.03% Reduce -4.9% 5,298 $266K
Strategic Wealth Partners, Ltd. 0.03% Reduce -42.3% 5,292 $266K
Fulcrum Capital LLC 0.06% Add +8.2% 5,220 $262K
Campbell & CO Investment Adviser LLC 0.02% Reduce -5.1% 5,193 $261K
WCM Investment Management, LLC 0.00% Add +15.6% 5,169 $259K
Graybill Wealth Management, LTD. 0.11% Add +2.3% 5,164 $259K
Transamerica Financial Advisors, LLC 0.03% Add +392.4% 5,155 $259K
Borer Denton & Associates, Inc. 0.09% No change 5,155 $259K
Northwest Capital Management Inc 0.08% No change 5,146 $258K
Absher Wealth Management, LLC 0.04% Add +5.9% 5,133 $258K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% No change 5,125 $257K
Franklin Street Advisors Inc. 0.02% New 5,123 $257K
Hexagon Capital Partners LLC 0.06% Add +50.2% 5,120 $257K
Steinberg Asset Management LLC 0.22% Reduce -3.3% 5,100 $256K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -6.2% 5,012 $252K
Verity & Verity, LLC 0.03% Reduce -1.3% 5,000 $251K
Oarsman Capital, Inc. 0.06% New 4,990 $250K
SPC Financial, Inc. 0.02% Add +6.4% 4,975 $250K
Hemenway Trust Co LLC 0.02% Reduce -19.8% 4,942 $248K
Tacita Capital Inc 0.17% No change 4,900 $246K
Marble Harbor Investment Counsel, LLC 0.03% No change 4,900 $246K
Symphony Financial, Ltd. Co. 0.06% Reduce -10.7% 4,895 $246K
Embree Financial Group 0.05% Add +0.5% 4,892 $246K
Augustine Asset Management Inc. 0.10% No change 4,860 $244K
Traveka Wealth, LLC 0.11% Add +9.4% 4,830 $242K
Financial Network Wealth Advisors LLC 0.24% New 4,811 $241K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 4,800 $241K
Human Investing LLC 0.05% Reduce -9.2% 4,801 $241K
Penobscot Investment Management Company, Inc. 0.03% Reduce -65.5% 4,776 $240K
CHICAGO TRUST Co NA 0.05% Add +1.2% 4,760 $239K
Eudaimonia Partners, LLC 0.06% Reduce -2.5% 4,743 $238K
USA Financial Formulas 0.04% Reduce -16.9% 4,738 $238K
Balanced Rock Investment Advisors LLC 0.20% Reduce -23.7% 4,692 $235K
Boston Mountain Money Management Inc. 0.16% — 4,669 $234K
Fourpath Capital Management, LLC 0.16% Reduce -37.6% 4,648 $233K
Regal Investment Advisors LLC 0.02% Reduce -1.7% 4,648 $233K
Delta Financial Advisors LLC 0.09% Reduce -30.1% 4,633 $233K
AdvisorNet Financial, Inc 0.02% Add +0.4% 4,616 $232K
Schnieders Capital Management LLC 0.05% No change 4,612 $231K
Tradition Wealth Management, LLC 0.02% Reduce -6.1% 4,606 $231K
Renasant Bank 0.16% Add +1.0% 4,605 $231K
Freedom Investment Management, Inc. 0.02% Reduce -18.5% 4,599 $231K
Empire Financial Management Company, LLC 0.08% No change 4,546 $228K
Lafayette Investments, Inc. 0.05% No change 4,520 $227K
Marino, Stram & Associates LLC 0.05% Reduce -54.7% 4,517 $227K
Keeley-Teton Advisors, LLC 0.03% No change 4,500 $226K
Nicolet Advisory Services, LLC 0.02% New 4,660 $226K
Carr Financial Group Corp 0.07% Add +0.0% 4,493 $226K
Aurora Private Wealth, Inc. 0.19% Reduce -3.2% 4,469 $224K
Hyman Charles D 0.01% No change 4,465 $224K
Hancock Whitney Corp. 0.01% New 4,449 $223K
IFP Advisors, Inc 0.01% Reduce -7.4% 4,435 $223K
Grove Bank & Trust 0.04% Reduce -56.9% 4,432 $222K
Loomis Sayles & Co. L P 0.00% Add +3.9% 4,422 $222K
Alhambra Investment Management LLC 0.12% No change 4,400 $221K
Kuhn & Co Investment Counsel 0.21% No change 4,388 $220K
Colony Family Offices, LLC 0.07% New 4,383 $220K
Trust Point Inc. 0.02% New 4,380 $220K
Fort Sheridan Advisors LLC 0.04% No change 4,355 $219K
WoodTrust Financial Corp 0.03% Reduce -0.1% 4,350 $218K
Washington Trust Advisors, Inc. 0.02% No change 4,341 $218K
Marks Group Wealth Management, Inc 0.02% New 4,307 $216K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -31.8% 4,285 $215K
Cullen Investment Group, LTD. 0.03% Reduce -25.1% 4,344 $214K
Gladstone Institutional Advisory LLC 0.01% Reduce -34.9% 4,246 $213K
Moseley Investment Management Inc. 0.11% Reduce -11.9% 4,234 $213K
Stratos Wealth Advisors, LLC 0.01% Reduce -31.0% 4,232 $212K
HBK Sorce Advisory LLC 0.01% Reduce -7.3% 4,224 $212K
Essex Bank 0.06% No change 4,369 $212K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -20.2% 4,208 $211K
Newman Dignan & Sheerar, Inc. 0.06% Reduce -6.7% 4,200 $211K
S.A. Mason LLC 0.13% No change 4,183 $210K
Broadwater Capital Management LLC 0.16% No change 4,150 $208K
EverSource Wealth Advisors, LLC 0.02% Reduce -22.3% 4,013 $208K
Mitchell Sinkler & Starr 0.05% Reduce -82.5% 4,114 $206K
Wedmont Private Capital 0.02% New 4,265 $206K
Private Wealth Partners, LLC 0.02% New 4,100 $206K
Sepio Capital, LP 0.02% Reduce -2.0% 4,096 $206K
Boston Family Office LLC 0.01% Reduce -18.9% 4,090 $205K
Stonegate Investment Group, LLC 0.01% New 4,065 $204K
Octavia Wealth Advisors, LLC 0.03% New 4,062 $204K
Good Life Advisors, LLC 0.02% New 4,050 $203K
Carret Asset Management, LLC 0.02% New 4,044 $203K
Mayflower Financial Advisors, LLC 0.03% New 4,026 $202K
Toronto Dominion Bank 0.00% No change 4,015 $202K
Mitchell McLeod Pugh & Williams Inc. 0.05% New 4,002 $201K
Rwa Wealth Partners, LLC 0.00% New 4,000 $201K
Cannell & Spears LLC 0.00% New 3,987 $200K
FinTrust Capital Advisors, LLC 0.04% Add +7.2% 3,974 $199K
Riverview Trust Co 0.15% Reduce -13.9% 3,849 $193K
Avalon Trust Co 0.02% No change 3,750 $188K
Credit Agricole S A 0.00% No change 4,000 $187K
Sittner & Nelson, LLC 0.09% Reduce -12.0% 3,619 $182K
United Community Bank 0.07% Add +19.9% 3,550 $178K
BNP Paribas Financial Markets 0.00% Reduce -3.5% 3,535 $177K
First Horizon Advisors, Inc. 0.01% Reduce -6.4% 3,514 $176K
Capital Analysts, LLC 0.01% Add +0.6% 3,463 $174K
Rosenberg Matthew Hamilton 0.05% Reduce -9.0% 3,452 $172K
Harbour Investments, Inc. 0.01% Reduce -7.1% 3,428 $172K
WASHINGTON TRUST Co 0.01% No change 3,400 $171K
Opal Wealth Advisors, LLC 0.06% New 3,265 $164K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,213 $161K
Tyler-Stone Wealth Management 0.07% Add +25.5% 3,198 $161K
Bruce G. Allen Investments, LLC 0.13% Add +25.5% 3,157 $158K
Delta Asset Management LLC 0.01% Reduce -0.3% 3,092 $155K
Independence Bank of Kentucky 0.04% Reduce -9.1% 2,985 $150K
Heritage Wealth Advisors 0.01% No change 2,935 $147K
Glen Eagle Advisors, LLC 0.03% No change 2,787 $140K
Montag A & Associates Inc. 0.01% No change 2,758 $138K
West Branch Capital LLC 0.06% Add +0.1% 2,720 $137K
Creative Financial Designs Inc. 0.01% Add +2.6% 2,579 $129K
Costello Asset Management, INC 0.09% Reduce -87.3% 2,575 $129K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 2,425 $122K
Citadel Advisors 0.00% Reduce -98.7% 2,396 $120K
Compass Wealth Management LLC 0.03% No change 2,351 $118K
Global Trust Asset Management, LLC 0.05% Reduce -1.1% 2,337 $117K
HHM Wealth Advisors, LLC 0.02% No change 2,313 $116K
Bollard Group LLC 0.00% Add +134.8% 2,285 $115K
CI Investments Inc. 0.00% No change 2,280 $114K
Cassady Schiller Wealth Management, LLC 0.05% Add +2.9% 2,263 $114K
Thompson Investment Management, Inc. 0.01% Add +1.1% 1,950 $98K
GHP Investment Advisors, Inc. 0.00% Reduce -9.2% 1,847 $93K
Hartford Financial Management Inc. 0.02% Reduce -8.2% 1,836 $92K
Carmichael Hill & Associates, Inc. 0.04% No change 1,774 $89K
Barclays PLC 0.00% Add +167.6% 1,702 $85K
Cape Investment Advisory, Inc. 0.04% Reduce -3.5% 1,670 $84K
Chilton Capital Management LLC 0.00% No change 1,660 $83K
Concord Wealth Partners 0.01% Add +17.6% 1,647 $83K
Atlas Capital Advisors Inc. 0.01% No change 1,627 $82K
Walleye Trading LLC 0.00% Reduce -54.6% 1,625 $82K
Towne Trust Company, N.A 0.03% No change 1,608 $81K
Colonial Trust Advisors 0.01% Add +12.7% 1,546 $78K
Field & Main Bank 0.03% Reduce -7.6% 1,525 $77K
Salem Investment Counselors Inc. 0.00% Reduce -46.1% 1,517 $76K
LifeSteps Financial, Inc. 0.06% New 1,505 $76K
Heck Capital Advisors, LLC 0.01% No change 1,500 $75K
Evermay Wealth Management LLC 0.01% No change 1,485 $75K
LGT Financial Advisors LLC 0.08% Add +0.4% 1,456 $73K
GeoWealth Management, LLC 0.00% Reduce -70.5% 1,437 $72K
Pingora Partners LLC 0.05% No change 1,392 $70K
Mondrian Investment Partners LTD 0.00% Reduce -58.0% 1,316 $66K
Global Assets Advisory, LLC 0.04% New 1,324 $66K
Rothschild Investment LLC 0.00% Reduce -9.6% 1,289 $65K
Castleview Partners, LLC 0.04% Reduce -2.1% 1,252 $63K
Harbor Investment Advisory, LLC 0.01% Add +4.5% 1,250 $63K
CNB Bank 0.03% No change 1,229 $62K
Front Row Advisors LLC 0.02% New 1,214 $61K
Blume Capital Management, Inc. 0.01% No change 1,200 $60K
BOK Financial Private Wealth, Inc. 0.00% No change 1,139 $57K
Westside Investment Management, Inc. 0.01% No change 1,123 $56K
American Capital Advisory, LLC 0.05% Reduce -0.3% 1,052 $55K
Investors Research Corp 0.01% No change 1,088 $55K
CoreCap Advisors, LLC 0.00% New 1,084 $54K
Boyd Watterson Asset Management LLC 0.02% No change 1,052 $53K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.7% 1,031 $52K
Crewe Advisors LLC 0.01% New 1,011 $51K
Missouri Trust & Investment Co 0.02% No change 1,000 $50K
Continuum Advisory, LLC 0.01% Reduce -89.6% 910 $49K
TCTC Holdings, LLC 0.00% Reduce -35.4% 957 $48K
Prestige Wealth Management Group LLC 0.01% No change 950 $48K
Laurel Wealth Advisors LLC 0.01% Add +5.0% 928 $47K
JFS Wealth Advisors, LLC 0.00% Reduce -0.1% 911 $46K
Global Financial Private Client, LLC 0.02% No change 906 $45K
Bokf, NA 0.00% Reduce -51.5% 866 $43K
First United Bank & Trust 0.02% No change 825 $41K
Mb, Levis & Associates, LLC 0.02% No change 813 $41K
Sugarloaf Wealth Management, LLC 0.01% No change 809 $41K
Jones Financial Companies LLLP 0.00% Reduce -40.6% 723 $36K
Atticus Wealth Management, LLC 0.01% No change 719 $36K
Evolution Advisers, Inc. 0.02% No change 700 $36K
Bogart Wealth, LLC 0.00% No change 709 $36K
TFC Financial Management, Inc. 0.01% Reduce -50.8% 684 $34K
Oakworth Capital, Inc. 0.00% Add +7.4% 664 $33K
Baldwin Wealth Partners LLC 0.00% No change 650 $33K
Sunbelt Securities, Inc. 0.00% Add +7.8% 648 $33K
Financial Perspectives, Inc 0.01% No change 634 $32K
Caldwell Sutter Capital, Inc. 0.02% Add +16.0% 630 $32K
Arax Advisory Partners 0.00% Add +3.1% 622 $31K
Financial Management Professionals, Inc. 0.00% Add +75.8% 610 $31K
Janiczek Wealth Management, LLC 0.01% Add +16.6% 611 $31K
Godsey & Gibb, Inc. 0.00% No change 600 $30K
Concourse Financial Group Securities, Inc. 0.00% Reduce -94.8% 589 $30K
Financial Avengers, Inc. 0.02% Add +0.7% 585 $29K
Country Trust Bank 0.00% Reduce -10.1% 563 $28K
Rise Advisors, LLC 0.01% New 561 $28K
Quent Capital, LLC 0.00% New 559 $28K
Centerpoint Advisors, LLC 0.01% Add +0.6% 535 $27K
NFSG Corp 0.01% Add +0.2% 535 $27K
City State Bank 0.01% No change 517 $26K
Red Tortoise LLC 0.01% New 512 $26K
JNBA Financial Advisors 0.00% No change 507 $25K
Aspire Private Capital, LLC 0.01% Reduce -10.7% 499 $25K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +21.5% 486 $24K
Roble, Belko & Company, Inc 0.00% No change 480 $24K
Tortoise Investment Management, LLC 0.00% No change 477 $24K
Bangor Savings Bank 0.00% No change 469 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 449 $23K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -40.5% 440 $22K
RFP Financial Group LLC 0.01% Reduce -3.6% 427 $21K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 424 $21K
Chelsea Counsel Co. 0.01% No change 400 $20K
Barrett & Company, Inc. 0.01% No change 400 $20K
Clearstead Trust, LLC 0.01% No change 400 $20K
Core Alternative Capital 0.00% No change 400 $20K
Trust Co 0.00% No change 400 $20K
Webster Bank, N. A. 0.00% No change 400 $20K
Palisade Asset Management, LLC 0.00% New 394 $20K
Pinnacle Bancorp, Inc. 0.01% No change 370 $19K
Frazier Financial Advisors, LLC 0.01% Add +28.5% 365 $18K
Asset Dedication, LLC 0.00% No change 367 $18K
McIlrath & Eck, LLC 0.00% No change 358 $18K
Frank, Rimerman Advisors LLC 0.00% No change 351 $18K
Salomon & Ludwin, LLC 0.00% No change 348 $17K
FSC Wealth Advisors, LLC 0.01% Reduce -0.6% 342 $17K
Quintet Private Bank (Europe) S.A. 0.00% New 282 $16K
Baillie Gifford & Co. 0.00% New 306 $15K
Wetzel Investment Advisors, Inc. 0.01% No change 323 $15K
Community Bank, N.A. 0.00% New 300 $15K
GW&K Investment Management, LLC 0.00% Add +18.9% 289 $15K
Kozak & Associates, Inc. 0.00% Add +0.7% 273 $15K
Key Financial Inc 0.00% No change 290 $15K
Highlander Capital Management, LLC 0.01% No change 280 $14K
Smartleaf Asset Management LLC 0.00% Add +22.0% 272 $14K
New England Capital Financial Advisors LLC 0.01% Add +0.7% 271 $14K
Retirement Group, LLC 0.00% New 267 $13K
SRH Advisors, LLC 0.00% No change 267 $13K
Kelly Financial Services LLC 0.01% Add +0.8% 260 $13K
HBC Financial Services, PLLC 0.01% Add +1.2% 253 $13K
Bray Capital Advisors 0.00% No change 250 $13K
Pin Oak Investment Advisors Inc. 0.01% No change 232 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Add +5.6% 247 $12K
Redmont Wealth Advisors LLC 0.02% New 235 $12K
Future Financial Wealth Managment LLC 0.01% New 200 $10K
Richardson Financial Services Inc. 0.01% New 200 $10K
Monetary Management Group Inc. 0.00% New 200 $10K
Jamison Private Wealth Management, Inc. 0.00% No change 200 $10K
Albion Financial Group 0.00% No change 194 $10K
Beacon Capital Management, LLC 0.00% Add +224.6% 185 $9K
Macquarie Group Ltd. 0.00% No change 173 $9K
Maryland Capital Advisors Inc. 0.01% Reduce -57.2% 176 $9K
ICA Group Wealth Management, LLC 0.00% No change 176 $9K
First Community Trust NA 0.01% No change 172 $9K
Adirondack Trust Co. 0.00% No change 170 $9K
Private Ocean, LLC 0.00% New 169 $8K
General Partner, Inc. 0.01% No change 167 $8K
Caitlin John, LLC 0.01% Reduce -11.1% 161 $8K
TruNorth Capital Management, LLC 0.00% — 159 $8K
LRI Investments, LLC 0.00% — 153 $8K
Archer Investment Corp 0.00% No change 150 $8K
Balefire, LLC 0.00% Reduce -20.3% 149 $7K
FSA Wealth Management LLC 0.00% Add +0.7% 143 $7K
EntryPoint Capital, LLC 0.01% Add +76.9% 138 $7K
Tower View Wealth Management LLC 0.00% No change 136 $7K
Clearstead Advisors, LLC 0.00% No change 125 $7K
Founders Capital Management 0.00% No change 129 $6K
Bell Investment Advisors, Inc 0.00% Add +132.7% 128 $6K
MCF Advisors LLC 0.00% Reduce -70.6% 128 $6K
Hollencrest Capital Management 0.00% No change 128 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 124 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 124 $6K
Spotlight Asset Group, Inc. 0.00% Add +202.5% 121 $6K
Versant Capital Management, Inc 0.00% No change 121 $6K
Carolinas Wealth Consulting LLC 0.00% Reduce -99.6% 113 $6K
Orion Capital Management LLC 0.00% No change 113 $6K
First Financial Corp. 0.00% Reduce -9.0% 111 $6K
Abich Financial Wealth Management LLC 0.00% New 108 $5K
Oliver Lagore Vanvalin Investment Group 0.00% Add +0.9% 106 $5K
St Germain D J Co. Inc. 0.00% Add +71.2% 101 $5K
AllSquare Wealth Management LLC 0.00% No change 100 $5K
Gables Capital Management Inc. 0.00% No change 100 $5K
Tompkins Financial Corp. 0.00% No change 100 $5K
Pflug Koory, LLC 0.00% Reduce -72.5% 100 $5K
Gilliland Jeter Wealth Management LLC 0.00% New 97 $5K
Nordwand Advisors, LLC 0.00% No change 96 $5K
Richard W. Paul & Associates, LLC 0.00% Reduce -40.3% 92 $5K
Legacy Bridge, LLC 0.00% No change 90 $5K
ORG Partners LLC 0.01% Add +100.0% 86 $4K
Western Pacific Wealth Management, LP 0.00% Add +1.2% 84 $4K
PSI Advisors, LLC 0.00% No change 78 $4K
New Covenant Trust Company, N.A. 0.00% — 76 $4K
Larson Financial Group LLC 0.00% No change 71 $4K
HighMark Wealth Management LLC 0.00% No change 70 $4K
Amundi 0.00% New 68 $3K
Covestor Ltd 0.00% No change 51 $3K
Wiser Advisor Group LLC 0.00% Reduce -8.8% 52 $3K
Hoey Investments, Inc. 0.00% No change 52 $3K
Pittenger & Anderson Inc. 0.00% No change 50 $3K
Piscataqua Savings Bank 0.00% No change 50 $3K
Copeland Capital Management, LLC 0.00% No change 50 $3K
Rakuten Securities, Inc. 0.00% Reduce -27.6% 42 $2K
Atwood & Palmer Inc. 0.00% No change 42 $2K
Avion Wealth 0.00% No change 32 $2K
Iron Horse Wealth Management, LLC 0.00% No change 37 $2K
ClariVest Asset Management LLC 0.00% No change 35 $2K
Planning Capital Management Corp 0.00% Reduce -84.5% 29 $1K
Dunhill Financial, LLC 0.00% No change 28 $1K
Fairman Group, LLC 0.00% No change 26 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 26 $1K
Gold Investment Management Ltd. 0.00% No change 25 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 17 $853
TD Capital Management LLC 0.00% New 15 $753
Cornerstone Planning Group LLC 0.00% Add +175.0% 11 $574
Robbins Farley 0.00% No change 10 $502
Main Street Group, LTD 0.00% No change 9 $461
Bank of New Hampshire 0.00% No change 4 $201
Tradewinds Capital Management, LLC 0.00% No change 3 $151

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