UnileverUL

13F holders, Q3 2024 (September 30)
1,174holders +65
121new positions
60sold out
9famous investors
$64.95avg. 13F price*

At the end of Q3 2024, 1,174 institutions reported holding Unilever PLC (UL) in their 13F filings, up 65 from Q2 2024. 121 opened new positions and 60 sold out. The largest holders were Wellington Management Group LLP ($1.6B), Fisher Asset Management ($1.1B) and GQG Partners LLC ($658.4M). 9 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions121$169.5M
Exits60$90.4M

All 13F filers, Q2 2024 → Q3 2024: 21,747,308 shares bought and 28,891,814 shares sold, net −7,144,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,174 holders

Wellington Management Group LLP 0.28% Reduce -28.7% 25,014,260 $1.6B
Fisher Asset Management 0.45% Add +7.1% 16,726,400 $1.1B
GQG Partners LLC 1.03% Add +2056.7% 10,134,952 $658.4M
Morgan Stanley 0.04% Add +2.2% 8,264,083 $536.8M
Bank of America Corp. 0.04% Add +5.3% 7,649,286 $496.9M
State Farm Mutual Automobile Insurance Co. 0.39% No change 6,887,758 $447.4M
FMR LLC 0.02% Reduce -0.6% 5,825,737 $378.4M
Hotchkis & Wiley Capital Management LLC 1.10% Reduce -38.8% 5,106,036 $331.7M
Wells Fargo & Company 0.08% Reduce -4.5% 4,892,030 $317.8M
Dimensional Fund Advisors LP 0.08% Add +10.7% 4,853,022 $315.3M
Goldman Sachs Group Inc. 0.06% Reduce -3.7% 4,520,941 $293.7M
Lazard Asset Management LLC 0.41% Add +0.8% 4,422,919 $287.3M
Fiduciary Management Inc. 2.16% Reduce -3.0% 3,791,283 $246.3M
BlackRock, Inc. 0.00% — 3,602,789 $234.0M
Alliancebernstein L.P. 0.08% Reduce -4.6% 3,544,218 $230.2M
Envestnet Asset Management Inc. 0.07% Reduce -9.5% 3,503,203 $227.6M
Norges Bank 0.03% No change 2,980,106 $193.6M
Royal Bank of Canada 0.04% Add +0.1% 2,912,809 $189.2M
Cullen Capital Management, LLC 1.94% Reduce -5.1% 2,741,267 $178.1M
American Century Companies Inc. 0.10% Reduce -13.2% 2,716,337 $176.5M
Hamlin Capital Management, LLC 4.35% Add +7.8% 2,667,380 $173.3M
Saratoga Research & Investment Management 7.42% Reduce -5.8% 2,607,574 $169.4M
Raymond James & Associates 0.09% Reduce -4.2% 2,342,864 $152.2M
Equity Investment Corp. 3.22% Reduce -2.0% 2,132,272 $138.5M
Jennison Associates LLC 0.08% Add +981.6% 2,076,169 $134.9M
Bank of Montreal 0.06% Add +3.6% 1,812,164 $118.6M
Everett Harris & Co. 1.35% Reduce -0.5% 1,674,055 $108.7M
Clearbridge Investments, LLC 0.08% Add +19.0% 1,549,042 $100.6M
T. Rowe Price Associates Inc. 0.01% Add +31.1% 1,472,901 $95.7M
Northern Trust Corp. 0.02% Add +2.8% 1,424,196 $92.5M
Natixis Advisors, LLC 0.16% Reduce -11.1% 1,300,637 $84.5M
Corient Private Wealth LP 0.13% Reduce -2.9% 1,288,297 $83.7M
Neuberger Berman Group LLC 0.06% Add +32.6% 1,197,634 $77.8M
Citigroup Inc. 0.07% Add +493.4% 1,105,064 $71.8M
Aristotle Capital Management, LLC 0.13% Add +0.1% 1,081,758 $70.3M
Cooke & Bieler LP 0.63% Reduce -32.3% 1,074,005 $69.8M
Allspring Global Investments Holdings, LLC 0.11% Add +6.2% 1,049,900 $68.2M
Truist Financial Corp. 0.10% Reduce -3.0% 930,057 $60.4M
LPL Financial LLC 0.03% Add +2.2% 902,840 $58.6M
First Trust Advisors LP 0.06% Reduce -5.6% 895,512 $58.2M
Brown Advisory Inc. 0.07% Add +6.5% 890,096 $57.8M
Captrust Financial Advisors 0.17% Reduce -0.7% 872,252 $56.7M
Welch Group, LLC 2.42% Reduce -0.8% 858,457 $55.8M
Ameriprise Financial Inc. 0.01% Add +113.2% 829,392 $54.1M
LMR Partners LLP 1.52% Reduce -53.9% 830,860 $54.0M
Trillium Asset Management, LLC 1.32% Reduce -2.2% 829,538 $53.9M
CORDA Investment Management, LLC. 4.20% Reduce -3.5% 828,874 $53.8M
Advisors Capital Management, LLC 0.74% Add +1.2% 700,106 $45.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.40% Reduce -38.4% 686,647 $44.6M
UBS Group AG 0.01% Reduce -4.5% 684,123 $44.4M
St. James Investment Company, LLC 7.43% Reduce -3.3% 676,937 $44.0M
Bank of New York Mellon Corp 0.01% Reduce -3.5% 673,632 $43.8M
Federation des caisses Desjardins du Quebec 0.21% Add +4.3% 647,076 $42.0M
Oppenheimer Asset Management Inc. 0.51% Reduce -0.3% 646,436 $42.0M
JARISLOWSKY, FRASER Ltd 0.23% Reduce -3.8% 643,813 $41.8M
M&T Bank Corp 0.14% Add +0.7% 639,518 $41.5M
Morningstar Investment Services LLC 0.41% Reduce -0.3% 608,073 $39.8M
Arrowstreet Capital, Limited Partnership 0.03% Add +151.1% 456,923 $39.7M
Capital Advisors Inc. 0.79% Reduce -0.5% 605,556 $39.3M
Tocqueville Asset Management L.P. 0.61% Add +0.6% 601,650 $39.1M
Saturna Capital Corp. 0.49% Add +0.5% 574,325 $37.3M
First Eagle Investment Management, LLC 0.07% Add +7.3% 554,540 $36.0M
River Road Asset Management, LLC 0.47% Reduce -14.5% 548,011 $35.6M
Citadel Advisors 0.03% New 479,122 $31.1M
United Capital Financial Advisors, LLC 0.25% Reduce -4.1% 467,652 $30.4M
PNC Financial Services Group, Inc. 0.02% Add +0.1% 457,774 $29.7M
Stifel Financial Corp. 0.03% Reduce -24.4% 439,054 $28.5M
Commonwealth Equity Services, LLC 0.04% Reduce -8.0% 436,067 $28.3M
Mar Vista Investment Partners LLC 1.77% Add +160.9% 428,127 $27.8M
Grandfield & Dodd, LLC 1.64% Reduce -3.5% 425,693 $27.7M
Janney Montgomery Scott LLC 0.08% Reduce -3.2% 420,376 $27.3M
Cibc World Market Inc. 0.06% Reduce -12.8% 417,386 $27.1M
Cardinal Capital Management, Inc. 1.09% Add +1.6% 407,747 $26.5M
HighTower Advisors, LLC 0.04% Reduce -6.6% 407,776 $26.4M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -1.2% 406,553 $26.4M
Segall Bryant & Hamill, LLC 0.35% Add +6.7% 393,287 $25.5M
Compagnie Lombard Odier SCmA 0.39% No change 391,000 $25.4M
National Bank of Canada 0.03% Reduce -13.3% 382,226 $24.8M
Mariner, LLC 0.04% Reduce -2.5% 366,514 $23.8M
Ingalls & Snyder LLC 0.93% Reduce -0.8% 363,986 $23.6M
Canoe Financial LP 0.56% New 358,478 $23.5M
Franklin Resources Inc. 0.01% Add +3.1% 346,321 $22.4M
Prio Wealth Limited Partnership 0.63% Add +126.7% 331,038 $21.5M
Boston Common Asset Management, LLC 0.56% Reduce -9.3% 330,856 $21.5M
Sei Investments Co. 0.03% Add +25.8% 315,638 $20.5M
QV Investors Inc. 1.78% Reduce -21.3% 310,264 $20.2M
Crossmark Global Holdings, Inc. 0.36% Add +51.6% 305,870 $19.9M
Wallace Capital Management Inc. 2.61% Reduce -2.3% 297,066 $19.3M
Creative Planning 0.02% Add +8.7% 295,625 $19.2M
JPMorgan Chase & Co. 0.00% Add +104.2% 292,225 $19.0M
Yacktman Asset Management 0.19% Reduce -5.6% 281,221 $18.3M
Townsquare Capital LLC 0.21% Reduce -0.2% 274,718 $17.8M
Northstar Asset Management Inc. 4.36% Reduce -2.7% 273,247 $17.8M
Scotia Capital Inc. 0.09% Reduce -2.6% 271,739 $17.7M
Zevin Asset Management LLC 2.70% Reduce -1.8% 269,080 $17.5M
Cresset Asset Management, LLC 0.07% Add +5.0% 263,058 $17.1M
Polen Capital Management LLC 0.04% Reduce -48.5% 257,804 $16.7M
Euro Pacific Asset Management, LLC 3.06% Reduce -1.9% 255,844 $16.6M
New York State Common Retirement Fund 0.02% Add +234.8% 242,094 $15.7M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -18.3% 241,694 $15.7M
Levin Capital Strategies, L.P. 1.52% Reduce -23.9% 241,529 $15.7M
Modera Wealth Management, LLC 0.20% Reduce -0.3% 240,841 $15.6M
Kestra Advisory Services, LLC 0.09% Reduce -0.6% 239,066 $15.5M
Alpha Cubed Investments, LLC 0.68% Reduce -3.0% 235,456 $15.3M
Clark Estates Inc. 2.84% Reduce -37.3% 235,000 $15.3M
Optiver Holding B.V. 0.38% Add +40.0% 232,614 $15.1M
Jane Street Group, LLC 0.02% Reduce -46.0% 228,923 $14.9M
QRG Capital Management, Inc. 0.16% Add +48.5% 221,086 $14.4M
Capital Fund Management S.A. 0.16% Reduce -19.3% 216,956 $14.1M
MML Investors Services, LLC 0.05% Reduce -8.6% 212,242 $13.8M
Cetera Investment Advisers 0.03% Reduce -18.7% 211,154 $13.7M
Orion Porfolio Solutions, LLC 0.13% Add +5.3% 207,453 $13.5M
Orion Portfolio Solutions, LLC 0.13% Add +5.3% 207,453 $13.5M
Cerity Partners LLC 0.03% Add +22.2% 205,049 $13.3M
Osaic Holdings, Inc. 0.03% Reduce -8.6% 202,517 $13.2M
Mercer Global Advisors Inc. 0.03% Add +21.9% 200,667 $13.0M
Manning & Napier Advisors LLC 0.14% Add +0.4% 193,618 $12.6M
Matthew Goff Investment Advisor, LLC 2.37% Reduce -0.5% 191,523 $12.4M
Federated Hermes, Inc. 0.03% Reduce -4.2% 184,464 $12.0M
Managed Asset Portfolios, LLC 1.68% Reduce -1.0% 183,407 $11.9M
Rockland Trust Co. 0.58% Reduce -1.2% 182,424 $11.9M
Verition Fund Management LLC 0.09% New 180,026 $11.7M
GMO 0.04% Reduce -82.1% 176,738 $11.5M
Connor, Clark & Lunn Investment Management Ltd. 0.05% New 171,384 $11.1M
Cary Street Partners Investment Advisory LLC 0.41% Reduce -1.9% 170,276 $11.1M
American Assets Investment Management, LLC 0.97% No change 170,000 $11.0M
ProVise Management Group, LLC 0.85% Add +2.8% 165,689 $10.8M
Kornitzer Capital Management Inc. 0.20% Add +0.0% 162,948 $10.6M
Pathstone Holdings, LLC 0.05% Reduce -0.6% 161,095 $10.5M
Sustainable Growth Advisers, LP 0.04% Reduce -14.5% 158,944 $10.3M
D. E. Shaw & Co. 0.01% New 154,572 $10.0M
Nicholas Company, Inc. 0.16% Reduce -11.7% 153,210 $10.0M
Waverly Advisors, LLC 0.18% Reduce -11.5% 152,101 $9.9M
Russell Investments Group, Ltd. 0.01% Add +8.2% 151,704 $9.9M
Charles Schwab Investment Management Inc. 0.00% Add +26.0% 151,027 $9.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +1.4% 150,944 $9.8M
Templeton & Phillips Capital Management, LLC 7.58% Reduce -1.7% 150,191 $9.8M
Guardian Capital LP 0.36% Reduce -0.1% 149,462 $9.7M
NewSquare Capital LLC 0.77% Reduce -0.7% 148,973 $9.7M
Systematic Alpha Investments, LLC 0.35% No change 147,881 $9.6M
Clean Yield Group 3.04% Reduce -13.3% 147,006 $9.5M
First Personal Financial Services 1.97% Reduce -19.1% 143,496 $9.3M
Advocate Group LLC 1.67% Add +0.4% 142,100 $9.2M
Lowe Brockenbrough & Co. Inc. 0.59% Reduce -23.3% 141,900 $9.2M
NorthCrest Asset Manangement, LLC 0.28% Add +3.1% 141,488 $9.2M
XML Financial, LLC 0.83% Reduce -5.3% 137,416 $8.9M
O'shaughnessy Asset Management, LLC 0.08% Add +48.8% 141,258 $8.9M
Alerus Financial NA 0.65% Reduce -5.1% 137,001 $8.9M
HRT Financial LP 0.04% New 136,181 $8.8M
Wilmington Savings Fund Society, FSB 0.16% Reduce -0.2% 136,118 $8.8M
Sanders Capital, LLC 0.01% Reduce -3.3% 134,370 $8.7M
Destination Wealth Management 0.27% Reduce -2.1% 132,755 $8.6M
Snowden Capital Advisors LLC 0.26% Add +7.5% 131,086 $8.5M
US Bancorp \de 0.01% Add +9.0% 130,757 $8.5M
Chartwell Investment Partners, LLC 0.29% Add +0.3% 129,692 $8.4M
One Capital Management, LLC 0.27% Reduce -1.9% 128,379 $8.3M
Windle Wealth, LLC 4.52% Reduce -0.2% 128,090 $8.3M
Cwm, LLC 0.04% Reduce -7.9% 126,407 $8.2M
Oxbow Advisors, LLC 0.84% Add +0.6% 126,357 $8.2M
Beacon Pointe Advisors, LLC 0.09% Reduce -19.1% 124,632 $8.1M
Silvercrest Asset Management Group LLC 0.05% Reduce -1.4% 123,365 $8.0M
Old Mission Capital LLC 0.17% Reduce -45.4% 121,735 $7.9M
Blair William & Co. 0.02% Reduce -3.3% 119,780 $7.8M
Auxier Asset Management LLC 1.08% Reduce -0.0% 112,693 $7.3M
Quantinno Capital Management LP 0.09% Add +19.6% 111,444 $7.2M
Guyasuta Investment Advisors Inc. 0.45% Reduce -6.5% 111,389 $7.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +16.9% 110,528 $7.2M
Mediolanum International Funds Ltd 0.10% New 109,393 $7.2M
Oak Ridge Investments LLC 0.62% Add +7.0% 109,854 $7.1M
Eldred Rock Partners, LLC 2.37% Add +119.2% 108,955 $7.1M
Keating Investment Counselors Inc. 2.08% Reduce -0.1% 107,438 $7.0M
Hamilton Point Investment Advisors, LLC 1.26% Reduce -1.4% 107,230 $7.0M
Portland Global Advisors LLC 0.86% Add +1.6% 105,900 $6.9M
Fiera Capital Corp 0.02% Reduce -0.9% 105,681 $6.9M
Hennessy Advisors Inc. 0.22% No change 104,800 $6.8M
Moran Wealth Management, LLC 0.21% Reduce -1.4% 104,622 $6.8M
New England Asset Management Inc. 1.06% Add +0.8% 100,425 $6.5M
Coston, McIsaac & Partners 1.83% Add +2.0% 100,045 $6.5M
Kavar Capital Partners Group, LLC 1.02% Reduce -2.5% 99,102 $6.4M
Sound Income Strategies, LLC 0.41% Reduce -46.3% 99,006 $6.4M
tru Independence LLC 1.88% Reduce -3.8% 98,771 $6.4M
Jacobs & Co. 0.63% Reduce -4.9% 96,819 $6.3M
Bell Bank 0.73% Reduce -16.0% 94,353 $6.1M
Sanctuary Advisors, LLC 0.04% Reduce -1.1% 104,510 $6.1M
Shufro Rose & Co. LLC 0.50% No change 111,131 $6.1M
Becker Capital Management Inc. 0.20% Reduce -13.2% 93,111 $6.0M
Headinvest, LLC 1.12% Reduce -1.4% 93,018 $6.0M
Butensky & Cohen Financial Security, Inc. 1.77% Reduce -5.7% 91,663 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.1% 91,264 $5.9M
Martin Capital Partners, LLC 2.88% Reduce -42.3% 89,753 $5.8M
Stablepoint Partners, LLC 1.05% Reduce -0.4% 88,657 $5.8M
Advisory Research Inc. 1.02% Add +59.5% 88,467 $5.7M
Regions Financial Corp. 0.04% Add +10.7% 87,069 $5.7M
Ethic Inc. 0.14% Reduce -13.6% 110,836 $5.6M
Motco 0.56% Reduce -11.2% 85,619 $5.6M
Lorne Steinberg Wealth Management Inc. 1.54% Reduce -0.2% 82,220 $5.3M
Tevis Investment Management 3.94% Add +1.5% 82,066 $5.3M
Todd Asset Management LLC 0.12% Add +96.9% 81,091 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.3% 80,419 $5.2M
Summit Securities Group LLC 3.31% Add +12923.8% 175,561 $5.2M
Gabelli Funds LLC 0.04% Reduce -44.4% 79,869 $5.2M
Pinkerton Wealth, LLC 0.75% Reduce -0.3% 79,824 $5.2M
Autumn Glory Partners, LLC 1.94% Add +19.0% 77,829 $5.1M
NewEdge Wealth, LLC 0.09% Add +34.5% 77,723 $5.0M
Capital Investment Counsel, LLC 0.87% Reduce -1.4% 77,563 $5.0M
Bonness Enterprises Inc. 1.64% No change 76,040 $4.9M
Avantax Advisory Services, Inc. 0.03% Add +3.1% 75,725 $4.9M
Great Valley Advisor Group, Inc. 0.12% Add +11.1% 75,714 $4.9M
Haverford Trust Co 0.05% Add +0.9% 75,509 $4.9M
Rockefeller Capital Management L.P. 0.01% Reduce -4.4% 74,476 $4.8M
Azzad Asset Management Inc. 0.54% Add +0.9% 73,564 $4.8M
Sandy Spring Bank 0.20% Reduce -2.0% 73,038 $4.7M
Reynders McVeigh Capital Management, LLC 0.25% Reduce -6.8% 72,965 $4.7M
Prime Capital Investment Advisors, LLC 0.07% Reduce -30.3% 71,331 $4.6M
Vanguard Personalized Indexing Management, LLC 0.07% Add +12.9% 71,246 $4.6M
Dynamic Advisor Solutions LLC 0.14% Reduce -1.9% 70,815 $4.6M
Tweedy, Browne Co LLC 0.22% Reduce -28.1% 70,274 $4.6M
Exencial Wealth Advisors, LLC 0.16% Reduce -1.1% 69,780 $4.5M
Baird Financial Group, Inc. 0.01% Reduce -56.3% 69,585 $4.5M
Atria Wealth Solutions, Inc. 0.05% Add +0.7% 69,366 $4.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.8% 69,193 $4.5M
Arlington Partners LLC 1.76% Add +15.5% 69,149 $4.5M
GYL Financial Synergies, LLC 0.33% Add +4.3% 68,068 $4.4M
Beacon Financial Group 0.47% Reduce -3.6% 66,040 $4.3M
Mutual Advisors, LLC 0.12% Reduce -2.3% 67,959 $4.2M
Beacon Bank & Trust 0.99% Add +8.1% 64,741 $4.2M
Gilman Hill Asset Management, LLC 0.70% Reduce -0.4% 64,592 $4.2M
Keene & Associates, Inc. 3.15% Reduce -1.6% 64,092 $4.2M
Keybank National Association 0.02% Reduce -0.9% 63,946 $4.2M
Logan Capital Management Inc. 0.17% Add +3.5% 63,468 $4.1M
Hantz Financial Services, Inc. 0.07% Reduce -29.9% 63,164 $4.1M
Smithbridge Asset Management Inc. 0.71% Add +4.5% 63,138 $4.1M
Courier Capital LLC 0.28% Reduce -1.6% 62,985 $4.1M
Private Advisor Group, LLC 0.03% Reduce -0.8% 62,819 $4.1M
Perpetual Ltd 0.04% Reduce -10.4% 62,507 $4.1M
HSBC Holdings PLC 0.00% Reduce -95.0% 61,287 $4.0M
Bleakley Financial Group, LLC 0.12% Add +18.4% 61,107 $4.0M
Royce & Associates LP 0.04% No change 61,000 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +5.1% 60,800 $3.9M
Trajan Wealth LLC 0.23% Add +15.5% 60,561 $3.9M
CIBC Private Wealth Group LLC 0.01% Add +5.6% 59,569 $3.9M
Cary Street Partners Asset Management LLC 0.51% Reduce -1.0% 59,150 $3.8M
Rhumbline Advisers 0.00% Add +4.2% 59,091 $3.8M
Dakota Wealth Management 0.09% Reduce -0.5% 58,353 $3.8M
Naviter Wealth, LLC 0.52% Reduce -1.9% 57,891 $3.8M
Millennium Management 0.00% Reduce -95.0% 57,764 $3.8M
apricus wealth, LLC 2.47% Reduce -6.7% 57,704 $3.7M
Strategic Advisors LLC 0.69% No change 57,112 $3.7M
BNP Paribas Financial Markets 0.00% Add +1515.0% 57,090 $3.7M
Old Port Advisors 1.03% Reduce -1.7% 56,951 $3.7M
Stephens Inc. 0.05% Reduce -2.3% 56,548 $3.7M
Ritholtz Wealth Management 0.11% Add +47.0% 56,402 $3.7M
Allen Capital Group, LLC 0.46% Add +5.6% 56,260 $3.7M
Prentiss Smith & Co. Inc. 2.33% Reduce -1.7% 56,079 $3.6M
Heartland Advisors Inc. 0.19% Reduce -3.0% 56,036 $3.6M
Grey Ledge Advisors, LLC 0.93% Reduce -1.4% 56,011 $3.6M
Advisory Services Network, LLC 0.07% No change 65,717 $3.6M
Parallax Volatility Advisers, L.P. 0.11% New 55,630 $3.6M
Schonfeld Strategic Advisors LLC 0.03% Reduce -95.7% 55,100 $3.6M
DAVENPORT & Co LLC 0.02% Reduce -1.1% 54,993 $3.6M
Redmond Asset Management, LLC 1.11% Add +1.6% 54,396 $3.5M
Concurrent Investment Advisors, LLC 0.10% Reduce -0.1% 54,108 $3.5M
Anchor Capital Advisors LLC 0.09% Reduce -0.2% 53,955 $3.5M
Fullcircle Wealth LLC 1.57% Reduce -0.4% 55,946 $3.5M
Kanawha Capital Management LLC 0.25% Reduce -3.8% 53,823 $3.5M
Hall Laurie J Trustee 1.09% Reduce -2.0% 52,743 $3.4M
Meridian Wealth Management, LLC 0.17% New 52,498 $3.4M
Guardian Capital Advisors LP 0.34% Add +0.8% 52,690 $3.4M
Steward Partners Investment Advisory, LLC 0.03% Add +4.1% 52,289 $3.4M
Prosperity Consulting Group, LLC 0.26% Reduce -16.1% 51,406 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -1.4% 51,269 $3.3M
JCIC Asset Management Inc. 1.36% New 51,210 $3.3M
World Investment Advisors 0.10% New 50,955 $3.3M
Invesco Ltd. 0.00% Reduce -9.4% 50,819 $3.3M
Naples Global Advisors, LLC 0.31% Reduce -4.5% 50,762 $3.3M
Atria Investments, Inc 0.04% Reduce -20.5% 50,632 $3.3M
Oppenheimer & Co. Inc. 0.05% Reduce -5.7% 50,214 $3.3M
Norden Group LLC 0.38% Add +206.3% 50,119 $3.3M
Ancora Advisors LLC 0.07% Reduce -30.0% 50,095 $3.3M
XTX Topco Ltd 0.23% New 49,345 $3.2M
Benedict Financial Advisors Inc. 0.76% Reduce -1.1% 49,284 $3.2M
SGL Investment Advisors, Inc. 1.64% — 54,851 $3.1M
Kennon-Green & Company, LLC 2.60% Reduce -0.3% 48,180 $3.1M
Bar Harbor Wealth Management 0.20% Reduce -1.8% 47,761 $3.1M
Farther Finance Advisors, LLC 0.12% Add +12.2% 47,532 $3.1M
Deutsche Bank AG 0.00% Reduce -0.1% 47,390 $3.1M
NewEdge Advisors, LLC 0.02% Add +5.0% 46,875 $3.0M
First Trust Direct Indexing L.P. 0.16% Reduce -0.8% 46,837 $3.0M
Raymond James Trust N.A. 0.07% Reduce -9.2% 46,694 $3.0M
Advisors Asset Management, Inc. 0.06% Reduce -11.8% 46,557 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -0.7% 48,511 $3.0M
Foresight Capital Management Advisors, Inc. 1.79% Add +4.8% 46,434 $3.0M
Callahan Advisors, LLC 0.29% No change 46,100 $3.0M
Pavion Blue Capital, LLC 1.38% Reduce -0.5% 45,755 $3.0M
Glenmede Trust Co. NA 0.01% Add +5.0% 45,748 $3.0M
Portside Wealth Group, LLC 0.50% Add +3.5% 45,361 $2.9M
Focus Partners Wealth 0.01% Reduce -60.7% 45,111 $2.9M
Caption Management, LLC 0.31% New 45,000 $2.9M
Beach Investment Counsel Inc. 0.36% Reduce -3.3% 44,641 $2.9M
Texas Yale Capital Corp. 0.13% Add +2.1% 44,540 $2.9M
Legacy Wealth Management, LLC / MS 1.06% No change 44,410 $2.9M
Johnson Investment Counsel Inc. 0.03% Reduce -3.7% 44,080 $2.9M
Fiduciary Trust Co 0.04% Add +2.8% 44,004 $2.9M
&partners 0.06% Add +86.2% 43,875 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -7.2% 43,877 $2.9M
Paradigm Asset Management Co. LLC 0.73% Reduce -0.2% 43,200 $2.8M
Eastern Bank 0.05% New 42,880 $2.8M
Capital Insight Partners, LLC 0.48% Reduce -0.1% 42,444 $2.8M
Arvest Bank Trust Division 0.16% — 42,419 $2.8M
Anchor Investment Management, LLC 0.26% Reduce -1.4% 42,416 $2.8M
Empowered Funds, LLC 0.04% Add +14.2% 42,405 $2.8M
Hedges Asset Management LLC 1.82% No change 42,300 $2.7M
Florida Trust Wealth Management Co 0.09% Reduce -2.9% 42,212 $2.7M
W1M Asset Management Ltd 0.22% Add +2.6% 42,080 $2.7M
State Street Corp. 0.00% No change 42,032 $2.7M
SpiderRock Advisors, LLC 0.06% Add +23.9% 41,973 $2.7M
Quantbot Technologies LP 0.11% New 41,080 $2.7M
Moors & Cabot, Inc. 0.13% Reduce -7.3% 40,480 $2.6M
Signaturefd, LLC 0.05% Add +4.0% 40,351 $2.6M
Forte Capital LLC 0.30% Reduce -2.0% 40,206 $2.6M
Timber Creek Capital Management LLC 0.72% Add +0.5% 39,530 $2.6M
Cardinal Capital Management 0.40% Add +1.4% 39,455 $2.6M
SevenBridge Financial Group, LLC 0.49% Add +2.9% 43,913 $2.6M
SkyOak Wealth, LLC 0.57% Reduce -0.1% 39,362 $2.6M
Trexquant Investment LP 0.03% Reduce -69.2% 39,182 $2.5M
Optimist Retirement Group LLC 1.15% Add +2.7% 39,145 $2.5M
Caprock Group, LLC 0.09% Reduce -0.9% 39,079 $2.5M
Apollon Wealth Management, LLC 0.07% Reduce -15.1% 38,979 $2.5M
Park Avenue Securities LLC 0.03% Add +2.9% 38,956 $2.5M
Summit Global Investments 0.16% New 38,439 $2.5M
Earnest Partners LLC 0.01% Add +0.5% 38,423 $2.5M
Regatta Capital Group, LLC 0.48% Add +1.9% 37,718 $2.5M
Trust Co. of Vermont 0.12% Add +0.6% 37,406 $2.4M
Choreo, LLC 0.03% Add +8.7% 36,806 $2.4M
Pathway Financial Advisers, LLC 1.08% Reduce -0.5% 36,554 $2.4M
Verdence Capital Advisors LLC 0.19% Reduce -0.4% 36,141 $2.3M
Northwest Investment Counselors, LLC 0.52% Reduce -1.8% 35,459 $2.3M
WCG Wealth Advisors LLC 0.16% Reduce -0.5% 35,344 $2.3M
Americana Partners, LLC 0.16% Add +2.8% 35,204 $2.3M
BTC Capital Management, Inc. 0.20% Add +5.3% 35,015 $2.3M
Three Bridge Wealth Advisors, LLC 0.83% Reduce -4.8% 34,542 $2.2M
Whittier Trust Co. 0.03% Add +2.7% 34,523 $2.2M
Bard Financial Services, Inc. 0.26% Reduce -16.9% 34,450 $2.2M
Quadcap Wealth Management, LLC 0.35% Reduce -13.0% 34,406 $2.2M
Westhampton Capital, LLC 1.13% No change 34,368 $2.2M
Lester Murray Antman dba SimplyRich 0.62% Add +10.4% 34,361 $2.2M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -0.1% 34,290 $2.2M
Zions Bancorporation, N.A. 0.16% Add +60.0% 34,042 $2.2M
Greenwood Capital Associates LLC 0.29% Add +0.7% 33,959 $2.2M
Choate Investment Advisors 0.06% Reduce -4.0% 33,943 $2.2M
Argent Trust Co 0.09% Add +2.3% 33,832 $2.2M
Pacifica Partners Inc. 0.90% Reduce -0.9% 33,570 $2.2M
Arvest Investments, Inc. 0.33% Reduce -11.6% 33,483 $2.2M
Inlet Private Wealth, LLC 0.55% Reduce -0.1% 33,395 $2.2M
GTS Securities LLC 0.04% New 32,707 $2.1M
Aviso Financial Inc. 0.10% Add +9.8% 32,238 $2.1M
1832 Asset Management L.P. 0.00% Add +1.2% 32,165 $2.1M
Financial Gravity Companies, Inc. 0.56% — 32,039 $2.1M
Highland Capital Management, LLC 0.12% Reduce -0.6% 31,776 $2.1M
Pinnacle Associates Ltd. 0.04% Add +8.0% 42,512 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -22.0% 31,398 $2.0M
Drexel Morgan & Co. 0.38% No change 31,372 $2.0M
KCM Investment Advisors LLC 0.07% Reduce -0.6% 31,265 $2.0M
Pullen Investment Management, LLC 1.47% Add +1.9% 30,951 $2.0M
WCM Investment Management, LLC 0.00% Add +236.2% 30,520 $2.0M
Schechter Investment Advisors, LLC 0.15% Add +1.1% 30,644 $2.0M
Delta Capital Management LLC 1.16% No change 30,590 $2.0M
Qtron Investments LLC 0.27% Add +37.7% 30,502 $2.0M
Auxano Advisors, LLC 0.51% Reduce -1.0% 30,318 $2.0M
Ellevest, Inc. 0.11% Add +8.7% 30,209 $2.0M
Mgo One Seven LLC 0.08% Reduce -36.2% 30,121 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.76% Reduce -3.6% 30,029 $2.0M
HM Payson & Co. 0.03% Add +4.5% 30,017 $1.9M
RBF Capital, LLC 0.10% No change 30,000 $1.9M
Buffington Mohr McNeal 0.31% Reduce -0.1% 29,455 $1.9M
Principal Securities, Inc. 0.05% Add +23.7% 29,415 $1.9M
ICW Investment Advisors LLC 0.78% Add +1.2% 28,669 $1.9M
Altman Advisors, Inc. 0.83% Add +0.2% 28,666 $1.9M
Ceera Investments, LLC 0.70% No change 28,610 $1.9M
Old Second National Bank of Aurora 0.44% Reduce -3.1% 28,369 $1.8M
Tectonic Advisors LLC 0.12% Reduce -9.8% 28,305 $1.8M
Slocum, Gordon & Co LLP 0.73% Reduce -1.7% 28,068 $1.8M
Signet Investment Advisory Group, Inc. 0.90% Add +1.9% 27,748 $1.8M
Calamos Wealth Management LLC 0.09% New 26,872 $1.7M
Aviance Capital Partners, LLC 0.23% Reduce -23.4% 26,856 $1.7M
Jones Financial Companies LLLP 0.00% Add +137.3% 26,651 $1.7M
Columbus Macro, LLC 0.63% Reduce -4.1% 26,911 $1.7M
Guardian Wealth Management, Inc. 1.22% Add +2.3% 26,567 $1.7M
Alliance Wealth Advisors, LLC 0.45% Reduce -3.4% 26,418 $1.7M
Narwhal Capital Management 0.15% Reduce -28.9% 26,384 $1.7M
Lineweaver Wealth Advisors, LLC 0.33% Reduce -0.5% 26,278 $1.7M
Elevation Point Wealth Partners, LLC 0.16% Reduce -4.3% 26,251 $1.7M
Compound Planning, Inc. 0.11% Add +23.6% 26,086 $1.7M
Vident Advisory, LLC 0.04% Add +26.9% 25,736 $1.7M
Capstone Financial Advisors, Inc. 0.10% Add +0.7% 25,673 $1.7M
Chesapeake Asset Management LLC 1.44% Reduce -1.5% 25,602 $1.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -78.9% 25,564 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +7.3% 25,351 $1.6M
MAI Capital Management 0.02% Reduce -17.4% 25,192 $1.6M
Vise Technologies, Inc. 0.21% Add +18.2% 25,103 $1.6M
Sigma Planning Corp 0.05% Reduce -9.9% 24,779 $1.6M
William Blair Investment Management, LLC 0.00% New 24,644 $1.6M
Nia Impact Advisors, LLC 0.52% Add +0.1% 24,054 $1.6M
Dodge & Cox 0.00% No change 23,900 $1.6M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -1.1% 23,720 $1.5M
Synovus Financial Corp. 0.02% Add +16.4% 23,703 $1.5M
Syon Capital LLC 0.13% Reduce -1.4% 23,473 $1.5M
American Capital Advisory, LLC 0.88% Add +2122.4% 23,446 $1.5M
DRW Securities, LLC 0.08% Add +52.1% 23,353 $1.5M
Arjuna Capital 0.39% Reduce -8.1% 23,299 $1.5M
Northwest & Ethical Investments L.P. 0.04% Reduce -5.1% 22,951 $1.5M
Catalyst Capital Advisors LLC 0.03% No change 22,760 $1.5M
Parallel Advisors, LLC 0.03% Add +3.9% 22,662 $1.5M
Thoroughbred Financial Services, LLC 0.09% Add +1.4% 22,670 $1.5M
Waldron Private Wealth LLC 0.06% Add +13.8% 22,610 $1.5M
Gibbs Wealth Management 0.48% Add +8.0% 22,578 $1.5M
Seven Eight Capital, LP 0.13% New 22,515 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Add +9.3% 22,486 $1.5M
Intrust Bank NA 0.14% Add +3.0% 22,321 $1.4M
Sowell Financial Services LLC 0.07% Reduce -36.3% 22,251 $1.4M
Diversify Wealth Management, LLC 0.14% Add +1.9% 23,768 $1.4M
Rodgers Brothers Inc. 0.18% Reduce -0.5% 22,067 $1.4M
Keystone Financial Group 0.18% Reduce -0.1% 21,995 $1.4M
Bollard Group LLC 0.04% Add +185.2% 21,976 $1.4M
Aua Capital Management, LLC 0.83% No change 21,982 $1.4M
First Bank & Trust 0.27% Reduce -2.0% 21,900 $1.4M
Jeppson Wealth Management, LLC 0.51% Reduce -0.8% 21,735 $1.4M
Griffin Asset Management, Inc. 0.16% Reduce -0.8% 21,700 $1.4M
Kimelman & Baird, LLC 0.11% Reduce -0.9% 21,610 $1.4M
Abundance Wealth Counselors 0.29% New 21,561 $1.4M
Financial Counselors Inc. 0.02% Add +0.8% 21,553 $1.4M
Creegan & Nassoura Financial Group, LLC 0.88% Reduce -2.3% 21,488 $1.4M
Ballentine Partners, LLC 0.02% Add +23.1% 21,473 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -3.6% 21,584 $1.4M
Radnor Capital Management, LLC 0.21% New 21,361 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -3.3% 21,258 $1.4M
River Wealth Advisors LLC 0.18% Reduce -4.0% 21,165 $1.4M
Point72 Asset Management 0.00% New 21,000 $1.4M
Bank of Nova Scotia Trust Co. 0.14% Add +4.1% 20,900 $1.4M
Ativo Capital Management LLC 1.19% Reduce -0.7% 20,880 $1.4M
Voya Financial Advisors, Inc. 0.15% Add +0.7% 20,668 $1.4M
Commerce Bank 0.01% Reduce -25.5% 20,818 $1.4M
HB Wealth Management, LLC 0.01% Add +50.5% 20,706 $1.3M
Allen Wealth Management, LLC 0.91% Reduce -3.6% 20,097 $1.3M
D.A. Davidson & Co. 0.01% Reduce -5.9% 20,031 $1.3M
Janus Henderson Group PLC 0.00% Reduce -23.9% 20,015 $1.3M
Smith Thornton Advisors LLC 0.85% Add +0.0% 20,004 $1.3M
Long Run Wealth Advisors, LLC 0.31% Reduce -8.2% 19,977 $1.3M
Columbia Asset Management 0.23% No change 19,870 $1.3M
Tower Bridge Advisors 0.14% No change 19,795 $1.3M
Eley Financial Management, Inc 0.52% Reduce -1.0% 19,705 $1.3M
Scott & Selber, Inc. 0.39% Reduce -0.4% 19,486 $1.3M
Hilltop Holdings Inc. 0.08% Add +42.7% 19,307 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Add +2.1% 19,215 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +20.8% 19,204 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Reduce -7.3% 19,123 $1.2M
Founders Financial Securities LLC 0.11% Reduce -0.1% 18,927 $1.2M
Prudential Financial Inc. 0.00% Add +4.5% 18,872 $1.2M
Huntington National Bank 0.01% Add +3.6% 18,844 $1.2M
Northstar Group, Inc. 0.22% No change 18,738 $1.2M
Larson Financial Group LLC 0.07% Add +823.6% 18,704 $1.2M
GoalVest Advisory LLC 0.35% Add +3.6% 18,668 $1.2M
Weatherly Asset Management L. P. 0.10% Reduce -4.5% 18,440 $1.2M
Benjamin Edwards Inc. 0.02% New 18,294 $1.2M
Northeast Investment Management 0.05% Reduce -0.9% 17,836 $1.2M
Prospera Financial Services Inc 0.03% Reduce -3.0% 17,782 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.54% Reduce -0.1% 17,779 $1.2M
First Affirmative Financial Network 0.63% Add +0.4% 17,778 $1.2M
HighPoint Advisor Group LLC 0.07% Add +0.4% 17,764 $1.2M
Quadrant Capital Group LLC 0.08% Add +14.4% 17,658 $1.1M
Checchi Capital Advisers, LLC 0.09% Add +2.3% 17,653 $1.1M
First Pacific Financial 0.26% Add +1.3% 17,352 $1.1M
Horizon Investments, LLC 0.03% Reduce -0.3% 17,280 $1.1M
Coldstream Capital Management Inc. 0.02% Add +13.9% 17,133 $1.1M
Marks Group Wealth Management, Inc 0.11% Add +18.1% 17,120 $1.1M
Assetmark, Inc. 0.00% Reduce -66.0% 17,101 $1.1M
Vontobel Holding Ltd. 0.00% Add +29.0% 17,104 $1.1M
Squarepoint Ops LLC 0.00% New 17,073 $1.1M
UMB Bank, n.a. 0.02% Reduce -0.2% 16,947 $1.1M
Unique Wealth Strategies, LLC 0.47% Add +4.7% 16,868 $1.1M
First Manhattan Co. Llc. 0.00% Add +5.0% 16,848 $1.1M
HF Advisory Group, LLC 0.51% Add +6.0% 16,831 $1.1M
Kestra Private Wealth Services, LLC 0.02% Reduce -51.8% 16,770 $1.1M
IHT Wealth Management, LLC 0.03% Add +49.9% 16,781 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -44.3% 16,733 $1.1M
Curbstone Financial Management Corp 0.23% Reduce -1.2% 16,728 $1.1M
Guggenheim Capital LLC 0.01% Reduce -29.1% 16,727 $1.1M
Great Lakes Retirement, Inc. 0.14% Reduce -0.2% 16,673 $1.1M
Aaron Wealth Advisors LLC 0.13% Add +23.4% 16,624 $1.1M
TD Waterhouse Canada Inc. 0.01% Reduce -3.7% 16,630 $1.1M
Spire Wealth Management 0.04% Reduce -12.6% 16,555 $1.1M
Leisure Capital Management 0.46% Add +1.9% 16,520 $1.1M
Capital Investment Advisory Services, LLC 0.10% Reduce -26.8% 16,446 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +16.0% 16,380 $1.1M
Fox Run Management, L.L.C. 0.23% Add +98.6% 16,211 $1.1M
Wynn Capital, LLC 0.69% Add +2.9% 16,210 $1.1M
Robertson Stephens Wealth Management, LLC 0.04% Add +9.8% 16,159 $1.0M
Salvus Wealth Management, LLC 0.64% Add +0.5% 16,150 $1.0M
Greenleaf Trust 0.01% Add +5.3% 16,117 $1.0M
Exchange Capital Management, Inc. 0.17% Add +2.5% 16,091 $1.0M
Essex Financial Services, Inc. 0.08% Reduce -12.0% 16,866 $1.0M
WR Wealth Planners, LLC 0.29% Add +3.5% 15,947 $1.0M
Bridgewater Advisors Inc. 0.11% Add +1.6% 16,582 $1.0M
LCM Capital Management Inc 0.59% Add +0.5% 15,900 $1.0M
Lido Advisors, LLC 0.01% Add +81.4% 15,894 $1.0M
Legacy Financial Advisors, Inc. 0.17% Reduce -3.9% 15,867 $1.0M
Summit Trail Advisors, LLC 0.03% Add +6.2% 15,856 $1.0M
Virtu Financial LLC 0.06% New 15,781 $1.0M
EP Wealth Advisors, LLC 0.01% Add +18.4% 15,649 $1.0M
Blue Trust, Inc. 0.01% Add +71.8% 18,480 $1.0M
Thrivent Financial for Lutherans 0.00% Add +14.8% 15,539 $1.0M
Marshall Wace, LLP 0.00% Reduce -87.4% 15,440 $1.0M
Legacy Capital Group California, Inc. 0.33% Add +9.1% 15,366 $998K
Israel Discount Bank of New York 1.48% No change 15,323 $995K
Drucker Wealth 3.0, LLC 0.24% Add +2.0% 15,097 $981K
AQR Capital Management 0.00% Add +39.3% 15,043 $977K
InTrack Investment Management Inc 0.69% Reduce -28.7% 15,023 $976K
Bailard, Inc. 0.03% Reduce -0.1% 14,992 $974K
Old National Bancorp 0.02% Reduce -1.6% 14,944 $971K
Murphy Pohlad Asset Management LLC 0.40% Reduce -2.2% 14,750 $958K
Semmax Financial Advisors Inc. 0.26% Reduce -7.1% 16,371 $950K
Savant Capital, LLC 0.01% Add +64.0% 14,577 $947K
Welch & Forbes LLC 0.01% Add +2.0% 14,547 $945K
Pitcairn Co. 0.06% Reduce -3.7% 14,497 $942K
Aberdeen Wealth Management LLC 0.62% Add +0.0% 14,427 $937K
FSB Premier Wealth Management, Inc. 0.38% Add +20.4% 14,390 $935K
River Street Advisors LLC 0.51% Reduce -1.5% 14,273 $927K
Raelipskie Partnership 0.45% No change 14,257 $926K
Insigneo Advisory Services, LLC 0.09% Reduce -20.0% 14,255 $926K
Cubist Systematic Strategies, LLC 0.01% New 14,201 $922K
Raab & Moskowitz Asset Management LLC 0.23% Reduce -1.2% 14,178 $921K
Joel Isaacson & Co., LLC 0.04% Add +0.0% 14,135 $918K
Dearborn Partners LLC 0.04% Add +0.2% 14,132 $918K
Valeo Financial Advisors, LLC 0.03% Reduce -15.5% 14,120 $917K
Cadence Bank 0.06% Add +3.7% 14,093 $915K
Applied Finance Capital Management, LLC 0.04% Add +60.6% 14,083 $915K
Berkeley Capital Partners, LLC 0.26% Reduce -3.5% 14,042 $912K
BCGM Wealth Management, LLC 0.30% Add +1.0% 14,011 $910K
Wealthspire Advisors, LLC 0.01% Reduce -7.7% 13,980 $908K
Bartlett & Co. Wealth Management LLC 0.01% No change 13,930 $905K
BIP Wealth, LLC 0.06% New 13,867 $901K
Mengis Capital Management, Inc. 0.18% No change 13,862 $900K
Evergreen Capital Management LLC 0.03% Add +36.6% 13,796 $896K
Excalibur Management Corp. 0.34% Reduce -0.4% 13,741 $893K
Flputnam Investment Management Co. 0.02% Add +2.4% 13,552 $880K
Vestmark Advisory Solutions, Inc. 0.03% Add +1.1% 13,522 $878K
Roundview Capital LLC 0.06% Reduce -6.4% 13,503 $877K
Modern Wealth Management, LLC 0.05% Add +2.6% 13,447 $874K
Liberty One Investment Management, LLC 0.09% Reduce -5.1% 13,360 $868K
Fayez Sarofim & Co 0.00% No change 13,237 $860K
Hartford Funds Management Co LLC 0.08% Add +3.1% 13,220 $859K
Lake Street Advisors Group, LLC 0.04% Add +5.0% 13,200 $857K
Confluence Investment Management LLC 0.01% New 13,129 $853K
Global Retirement Partners, LLC 0.03% Reduce -6.5% 13,054 $848K
Calydon Capital 0.14% Add +98.9% 15,404 $848K
Boit C F David 0.41% No change 13,000 $834K
FLC Capital Advisors 0.19% No change 12,762 $829K
Bridges Investment Management Inc. 0.01% Reduce -29.7% 12,690 $824K
Banco de Sabadell, S.A 0.62% Reduce -22.0% 12,675 $821K
BKM Wealth Management, LLC 0.33% Reduce -8.0% 12,571 $817K
North Star Investment Management Corp. 0.06% Reduce -1.4% 12,564 $816K
Legacy Capital Wealth Partners, LLC 0.16% Add +0.4% 12,494 $812K
GAMCO Investors 0.01% Reduce -9.4% 12,475 $810K
Fifth Third Bancorp 0.00% Reduce -3.7% 12,441 $808K
Retirement Guys Formula LLC 0.37% Add +7.1% 12,337 $801K
Phraction Management LLC 0.30% No change 12,280 $798K
Henshaw Capital LLC 0.03% New 12,094 $786K
Garner Asset Management Corp 0.27% Reduce -9.9% 12,070 $784K
Ieq Capital, LLC 0.01% Add +23.2% 12,055 $783K
Integrated Wealth Concepts LLC 0.01% Reduce -6.8% 11,799 $766K
PAX Financial Group, LLC 0.14% Add +0.6% 11,658 $757K
Stock Yards Bank & Trust Co. 0.02% No change 11,609 $754K
Keystone Financial Services 0.29% Add +7.7% 11,522 $748K
Headlands Technologies LLC 0.09% New 11,498 $747K
Navellier & Associates Inc. 0.10% No change 11,492 $747K
Shelton Capital Management 0.02% Add +2.0% 11,446 $744K
Avior Wealth Management, LLC 0.03% Reduce -28.0% 11,401 $741K
Tidal Investments LLC 0.01% Reduce -34.9% 11,384 $740K
Lanark Financial, Inc. 0.06% Reduce -4.1% 11,377 $739K
J.W. Cole Advisors, Inc. 0.03% Add +3.0% 11,324 $736K
Sandy Cove Advisors, LLC 0.30% Add +0.0% 11,321 $735K
Strategic Global Advisors, LLC 0.14% Add +103.5% 11,213 $728K
Transcend Capital Advisors, LLC 0.05% Reduce -20.2% 11,202 $728K
Manchester Capital Management LLC 0.08% No change 11,142 $724K
Rathbones Group PLC 0.00% Add +1.9% 11,128 $722K
Allworth Financial LP 0.00% Reduce -0.2% 11,104 $721K
Tiaa Trust, National Association 0.00% Add +9.1% 11,070 $719K
Brown Brothers Harriman & Co. 0.00% Reduce -18.0% 10,979 $713K
Leavell Investment Management, Inc. 0.04% No change 10,897 $708K
Garrett Wealth Advisory Group, LLC 0.17% Add +5.4% 10,865 $706K
Physicians Financial Services, Inc. 0.22% Add +0.9% 10,723 $697K
Old North State Trust, LLC 0.56% Add +0.4% 10,692 $695K
GAMMA Investing LLC 0.07% Add +49.1% 10,683 $694K
Twin City Private Wealth, LLC 0.60% Reduce -1.5% 10,651 $692K
Susquehanna International Group, LLP 0.00% Reduce -85.9% 10,606 $689K
PFG Investments, LLC 0.04% Reduce -2.9% 10,602 $689K
Beverly Hills Private Wealth, LLC 0.14% Reduce -15.5% 10,601 $689K
Geneos Wealth Management Inc. 0.03% Add +30.3% 10,545 $685K
Mission Wealth Management, LP 0.02% Add +17.0% 10,540 $685K
Tritonpoint Wealth, LLC 0.06% Reduce -10.6% 10,432 $683K
Ameritas Advisory Services, LLC 0.03% Reduce -5.6% 10,476 $681K
Nuveen Asset Management, LLC 0.00% No change 10,357 $673K
Diversify Advisory Services, LLC 0.04% Reduce -2.1% 10,855 $672K
Everstar Asset Management, LLC 0.46% — 10,246 $666K
NorthCoast Asset Management LLC 0.00% Add +14.1% 12,797 $664K
Chiron Capital Management, LLC 0.59% Reduce -44.8% 10,218 $664K
Glenview Trust Co 0.01% Reduce -0.8% 10,179 $661K
Colonial Trust Co / SC 0.10% Reduce -1.1% 10,085 $655K
Advisors Preferred, LLC 0.10% New 10,131 $655K
Daymark Wealth Partners, LLC 0.03% Add +5.7% 10,063 $654K
Brighton Jones LLC 0.02% Add +37.9% 10,033 $652K
Mezzasalma Advisors, LLC 0.26% Add +3.3% 9,990 $649K
Schrum Private Wealth Management LLC 0.33% Add +59.6% 9,932 $645K
Perigon Wealth Management, LLC 0.02% Reduce -0.1% 9,925 $645K
Peregrine Asset Advisers, Inc. 0.22% Reduce -2.5% 9,925 $645K
Cozad Asset Management Inc. 0.06% Reduce -3.0% 9,905 $643K
Smart Money Group LLC 0.23% Add +9.6% 10,558 $643K
Ashton Thomas Private Wealth, LLC 0.03% Add +3.7% 9,847 $640K
Merit Financial Group, LLC 0.01% Reduce -37.4% 9,839 $639K
Callan Capital, LLC 0.04% Add +48.1% 9,831 $639K
Ausdal Financial Partners, Inc. 0.07% Reduce -4.6% 9,775 $635K
Red Door Wealth Management, LLC 0.11% Reduce -1.2% 9,752 $633K
Cerro Pacific Wealth Advisors LLC 0.24% No change 11,444 $629K
LGL Partners, LLC 0.09% Reduce -14.3% 9,679 $629K
Level Four Advisory Services, LLC 0.03% Reduce -7.6% 10,145 $618K
West Family Investments, Inc. 0.21% Add +4.1% 9,491 $617K
Ignite Planners, LLC 0.14% Reduce -3.1% 9,479 $616K
Hanson & Doremus Investment Management 0.10% Reduce -48.3% 9,436 $613K
Axxcess Wealth Management, LLC 0.02% Add +14.1% 9,422 $612K
Moloney Securities Asset Management, LLC 0.08% Reduce -0.2% 9,416 $612K
Wealth Alliance, LLC 0.07% Reduce -0.9% 9,397 $610K
Powers Advisory Group, LLC 0.30% Reduce -0.3% 9,362 $608K
PDS Planning, Inc 0.05% Add +7.6% 9,338 $607K
Financial & Tax Architects, LLC 0.16% Add +2.1% 9,303 $604K
Thomasville National Bank 0.04% Reduce -81.3% 9,267 $602K
Bond & Devick Financial Network, Inc. 0.26% No change 9,261 $602K
Sage Rhino Capital LLC 0.13% Add +3.2% 9,220 $599K
Claro Advisors Inc. 0.08% Add +27.9% 9,180 $596K
Riverwater Partners LLC 0.29% Reduce -3.9% 9,251 $593K
Pinion Investment Advisors, LLC 0.25% Add +12.2% 9,073 $589K
Roman Butler Fullerton & Co. 0.18% Add +1.5% 9,281 $588K
Kingsview Wealth Management, LLC 0.01% Reduce -1.1% 9,035 $587K
Wescott Financial Advisory Group, LLC 0.06% Reduce -11.7% 9,032 $587K
Dana Investment Advisors, Inc. 0.02% No change 9,017 $586K
Banco Santander, S.A. 0.01% New 9,010 $585K
Malaga Cove Capital, LLC 0.23% Add +1.1% 8,978 $583K
Boston Trust Walden Corp 0.00% No change 8,970 $583K
Fort Washington Investment Advisors Inc. 0.00% Reduce -10.1% 8,936 $580K
Hilltop National Bank 0.18% Reduce -2.1% 8,931 $580K
Icon Wealth Advisors, LLC 0.05% Add +7.0% 8,899 $578K
Jacobi Capital Management LLC 0.04% Add +13.2% 8,886 $577K
RS Crum Inc. 0.14% Reduce -0.0% 8,870 $576K
First Hawaiian Bank 0.02% Reduce -62.6% 8,828 $573K
Court Place Advisors, LLC 0.17% Reduce -1.7% 8,825 $573K
Williams Jones Wealth Management, LLC. 0.01% No change 8,769 $570K
Value Partners Investments Inc. 0.05% Add +4.6% 8,752 $569K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -8.8% 8,730 $567K
Private Trust Co. NA 0.06% Reduce -6.2% 8,677 $564K
Beutel, Goodman & Co Ltd. 0.00% Reduce -10.1% 8,630 $560K
Country Club Bank 0.04% Reduce -1.0% 8,496 $556K
Phillips Wealth Planners LLC 0.53% Reduce -4.3% 8,777 $555K
Ransom Advisory, Ltd 0.26% Reduce -5.5% 8,533 $554K
Centaurus Financial, Inc. 0.04% Reduce -0.1% 8,531 $554K
Spinnaker Trust 0.03% Reduce -2.9% 8,485 $551K
Twelve Points Wealth Management LLC 0.17% Add +0.7% 8,469 $550K
Principle Wealth Partners LLC 0.04% No change 8,469 $550K
Chicago Capital, LLC 0.02% No change 8,434 $548K
Sivia Capital Partners, LLC 0.32% Add +6.1% 8,434 $548K
Douglass Winthrop Advisors, LLC 0.01% Reduce -1.9% 8,395 $545K
Marcum Wealth, LLC 0.05% Reduce -7.8% 8,389 $545K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.6% 8,314 $540K
Hunter Associates Investment Management LLC 0.08% No change 8,250 $536K
Quotient Wealth Partners, LLC 0.02% Reduce -25.7% 8,206 $533K
Sky Investment Group LLC 0.10% Reduce -10.2% 8,190 $532K
WealthTrust Axiom LLC 0.16% Add +0.9% 8,154 $530K
44 Wealth Management LLC 0.19% — 8,692 $527K
Fulton Bank, N.A. 0.02% Reduce -15.1% 8,069 $524K
Valley National Advisers Inc. 0.09% Reduce -55.7% 8,083 $524K
Woodmont Investment Counsel LLC 0.04% Reduce -6.4% 8,051 $523K
Allen Investment Management, LLC 0.01% No change 8,005 $520K
King Luther Capital Management Corp. 0.00% Add +6.5% 7,948 $516K
Tranquilli Financial Advisor LLC 0.32% Add +0.0% 7,942 $516K
Simon Quick Advisors, LLC 0.03% New 7,843 $509K
Rbo & Co. LLC 0.08% No change 7,769 $505K
Procyon Advisors, LLC 0.03% Add +13.0% 7,724 $502K
BSW Wealth Partners 0.07% Add +1.3% 7,679 $499K
First Horizon Advisors, Inc. 0.01% Add +2.8% 7,663 $498K
Scharf Investments, LLC 0.01% Reduce -99.6% 7,660 $498K
SouthState Bank Corp 0.03% No change 7,648 $497K
Clifford Swan Investment Counsel LLC 0.02% No change 7,627 $495K
FourThought Financial Partners, LLC 0.06% Reduce -4.2% 7,595 $493K
Mesirow Financial Investment Management, Inc. 0.01% Add +6.4% 7,583 $493K
Searle & Co. 0.12% No change 7,500 $487K
Cordatus Wealth Management LLC 0.17% No change 7,484 $486K
Gallacher Capital Management LLC 0.22% Reduce -1.7% 7,447 $484K
Rehmann Capital Advisory Group 0.03% Add +8.3% 7,402 $483K
Cohen Investment Advisors LLC 0.29% Reduce -11.6% 7,418 $482K
Byrne Asset Management LLC 0.34% New 7,400 $481K
Douglas Lane & Associates, LLC 0.01% Reduce -4.5% 7,394 $480K
Aprio Wealth Management, LLC 0.08% Reduce -7.7% 7,387 $480K
Graypoint LLC 0.03% Add +0.3% 7,317 $475K
Cullen/Frost Bankers, Inc. 0.01% Reduce -2.7% 7,252 $471K
Carnegie Investment Counsel 0.01% No change 7,239 $470K
United Advisor Group, LLC 0.11% New 7,205 $468K
Optas, LLC 0.11% Add +25.4% 7,147 $464K
Aspen Grove Capital, LLC 0.10% Add +2.8% 7,145 $464K
Hennion & Walsh Asset Management, Inc. 0.02% New 7,124 $463K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -6.5% 7,073 $459K
Beese Fulmer Investment Management, Inc. 0.04% No change 7,032 $457K
CW Advisors, LLC 0.01% New 7,029 $457K
Parsons Capital Management Inc. 0.03% Reduce -0.7% 7,014 $456K
Freestone Capital Holdings, LLC 0.02% Reduce -3.3% 7,012 $456K
Ascentis Independent Advisors 0.07% New 7,009 $455K
Fca Corp. 0.14% No change 7,000 $455K
Blueshift Asset Management, LLC 0.11% New 6,952 $452K
Sterling Investment Advisors, Ltd. 0.11% Reduce -3.5% 6,926 $450K
New Wave Wealth Advisors LLC 0.20% Reduce -3.7% 6,819 $443K
Heritage Oak Wealth Advisors LLC 0.20% New 6,819 $443K
Hancock Whitney Corp. 0.01% Add +34.4% 6,792 $441K
FRG Family Wealth Advisors LLC 0.08% No change 6,725 $437K
Smithfield Trust Co 0.02% No change 6,619 $431K
Mather Group, Llc. 0.01% Reduce -37.9% 6,634 $431K
Ti-Trust, Inc. 0.31% No change 6,625 $430K
Parkside Financial Bank & Trust 0.06% Reduce -0.8% 6,593 $428K
Hazlett, Burt & Watson, Inc. 0.20% No change 6,606 $427K
1900 Wealth Management LLC 0.04% Add +0.7% 6,570 $427K
Aries Wealth Management 0.12% Reduce -3.0% 6,529 $424K
Bedel Financial Consulting, Inc. 0.06% Add +0.2% 6,501 $422K
Port Capital LLC 0.02% No change 6,500 $422K
Arkadios Wealth Advisors 0.02% Add +55.9% 6,481 $421K
O'Brien Greene & Co. Inc 0.13% Reduce -2.6% 6,479 $421K
First Trust Investment Solutions L.P. 0.05% New 6,473 $420K
Bridgefront Capital, LLC 0.16% New 6,471 $420K
Breakwater Capital Group 0.08% Reduce -13.2% 6,412 $417K
Boothbay Fund Management, LLC 0.01% Reduce -57.4% 6,406 $416K
Tyler-Stone Wealth Management 0.08% Add +100.0% 6,396 $415K
Lincoln Capital LLC 0.09% Reduce -0.8% 6,385 $415K
Cornerstone Wealth Group, LLC 0.03% Reduce -5.2% 6,371 $414K
Pine Haven Investment Counsel, Inc 0.33% Reduce -0.4% 6,331 $411K
Mane Global Capital Management LP 0.03% No change 6,314 $410K
Aptus Capital Advisors, LLC 0.01% Add +5.9% 6,299 $409K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.0% 6,264 $407K
Blake Schutter Theil Wealth Advisors, LLC 0.29% — 6,245 $406K
Octavia Wealth Advisors, LLC 0.05% Add +7.1% 6,241 $405K
Independent Advisor Alliance 0.01% Reduce -12.6% 6,233 $405K
Crescent Grove Advisors, LLC 0.04% Add +0.1% 6,219 $404K
Cetera Trust Company, N.A 0.25% No change 6,195 $402K
Forum Financial Management, LP 0.01% Add +5.9% 6,162 $400K
Wolverine Trading, LLC 0.01% New 6,117 $400K
Inscription Capital, LLC 0.06% Add +1.3% 6,158 $400K
Tru Independence Asset Management 2, LLC 0.33% — 6,084 $395K
Foundations Investment Advisors, LLC 0.01% Add +4.5% 6,011 $390K
Phocas Financial Corp. 0.04% No change 6,000 $390K
Birch Hill Investment Advisors LLC 0.02% No change 6,000 $390K
Probity Advisors, Inc. 0.07% No change 5,973 $388K
Breed's Hill Capital LLC 0.32% New 5,965 $387K
Lindbrook Capital, LLC 0.03% Reduce -8.9% 5,959 $387K
Roberts Glore & Co. Inc. 0.11% No change 5,941 $386K
Mitchell Sinkler & Starr 0.10% Add +1.6% 5,940 $386K
Addison Advisors LLC 0.11% Reduce -4.4% 5,931 $385K
CVA Family Office, LLC 0.06% No change 5,921 $385K
ICONIQ Capital, LLC 0.01% New 5,919 $384K
Bradley Foster & Sargent Inc. 0.01% Reduce -29.8% 5,910 $384K
Nilsine Partners, LLC 0.05% Reduce -10.0% 5,900 $383K
HBW Advisory Services LLC 0.06% Reduce -88.3% 5,859 $381K
HUB Investment Partners, LLC 0.02% Add +2.7% 5,797 $377K
SeaCrest Wealth Management, LLC 0.04% Add +0.7% 5,779 $375K
V-Square Quantitative Management LLC 0.06% No change 5,772 $375K
Gentry Private Wealth, LLC 0.31% Reduce -4.3% 5,759 $374K
Diligent Investors, LLC 0.09% Reduce -9.5% 5,718 $371K
Diversified Trust Co. 0.01% Add +2.5% 5,706 $371K
Seeds Investor LLC 0.14% Add +23.2% 5,677 $369K
Argonautica Private Wealth Management, Inc. 0.12% Add +0.3% 5,671 $368K
Avantax Planning Partners, Inc. 0.01% Reduce -2.5% 5,665 $368K
Atlas Brown,Inc. 0.13% Add +0.0% 5,647 $367K
Eagle Bay Advisors LLC 0.14% Reduce -2.6% 5,615 $365K
National Wealth Management Group, LLC 0.24% New 5,569 $362K
Fielder Capital Group LLC 0.12% No change 5,521 $359K
Gryphon Financial Partners LLC 0.05% Add +48.8% 5,504 $358K
Rwa Wealth Partners, LLC 0.00% Add +32.6% 5,500 $357K
Farmers & Merchants Investments Inc. 0.01% No change 5,461 $355K
Silverlake Wealth Management LLC 0.14% Add +0.3% 5,455 $354K
Drive Wealth Management, LLC 0.09% Reduce -5.6% 5,446 $354K
Legacy Private Trust Co. 0.02% No change 5,423 $352K
Mill Creek Capital Advisors, LLC 0.01% Reduce -5.8% 5,398 $351K
Hummer Financial Advisory Services Inc 0.28% No change 5,394 $350K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +4.6% 5,369 $349K
Traphagen Investment Advisors LLC 0.04% Add +1.1% 5,363 $348K
Sabal Trust CO 0.02% Reduce -1.4% 5,355 $348K
Sage Mountain Advisors LLC 0.03% Add +12.0% 5,341 $347K
Knights of Columbus Asset Advisors LLC 0.02% Add +2.4% 5,336 $347K
Platform Technology Partners 0.11% Reduce -9.5% 5,304 $345K
Clarius Group, LLC 0.02% Reduce -21.7% 5,286 $343K
Sepio Capital, LP 0.03% Add +28.3% 5,256 $341K
Graybill Wealth Management, LTD. 0.13% No change 5,254 $341K
Fulcrum Capital LLC 0.07% No change 5,220 $339K
Arete Wealth Advisors, LLC 0.03% Reduce -27.6% 5,220 $338K
Net Worth Advisory Group 0.10% — 5,187 $337K
Resonant Capital Advisors, LLC 0.02% New 5,183 $337K
Wedmont Private Capital 0.02% Add +29.0% 5,401 $336K
Borer Denton & Associates, Inc. 0.11% No change 5,155 $335K
Caldwell Trust Co 0.04% Reduce -18.6% 5,155 $335K
Northwest Capital Management Inc 0.12% No change 5,146 $334K
Focus Partners Advisor Solutions, LLC 0.01% Add +11.0% 5,132 $333K
Franklin Street Advisors Inc. 0.02% No change 5,123 $333K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% No change 5,125 $333K
Hexagon Capital Partners LLC 0.07% Reduce -7.3% 5,117 $332K
IFP Advisors, Inc 0.01% Add +6.2% 5,113 $332K
AdvisorNet Financial, Inc 0.02% Add +1.3% 5,099 $331K
Atlantic Union Bankshares Corp 0.02% Reduce -11.4% 5,099 $331K
Steinberg Asset Management LLC 0.25% Reduce -0.3% 5,087 $330K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 5,076 $330K
StoneX Group Inc. 0.02% New 5,056 $328K
Walleye Trading LLC 0.01% New 4,984 $324K
Blue Barn Wealth, LLC 0.17% Add +14.7% 4,975 $323K
Intrua Financial, LLC 0.05% Reduce -16.3% 4,965 $323K
Capstone Investment Advisors, LLC 0.01% New 4,957 $322K
Strategic Wealth Partners, Ltd. 0.03% Reduce -7.8% 4,955 $322K
Penobscot Investment Management Company, Inc. 0.03% No change 4,926 $320K
Barry Investment Advisors, LLC 0.10% Reduce -95.7% 4,924 $320K
Augustine Asset Management Inc. 0.11% No change 4,917 $319K
Phoenix Financial Ltd. 0.00% New 4,892 $318K
Tacita Capital Inc 0.21% No change 4,900 $318K
Fiduciary Group, LLC 0.03% Reduce -7.1% 4,884 $317K
Absher Wealth Management, LLC 0.04% Reduce -1.6% 4,875 $317K
SPC Financial, Inc. 0.03% Reduce -2.0% 4,875 $317K
Frank, Rimerman Advisors LLC 0.02% Reduce -63.4% 4,828 $314K
First County Bank 0.15% Reduce -44.1% 4,815 $313K
Canandaigua National Bank & Trust Co. 0.03% Reduce -0.7% 4,782 $311K
Great Diamond Partners, LLC 0.08% Reduce -26.9% 4,723 $307K
Seven Mile Advisory 0.20% Add +5.4% 4,721 $307K
Fiduciary Financial Group, LLC 0.07% Add +4.3% 4,875 $307K
CHICAGO TRUST Co NA 0.06% Reduce -1.2% 4,702 $305K
Delta Financial Advisors LLC 0.11% Add +0.1% 4,640 $301K
Schnieders Capital Management LLC 0.06% Add +0.6% 4,638 $301K
Boston Financial Mangement LLC 0.01% Reduce -15.4% 4,611 $300K
Grove Bank & Trust 0.04% Add +7.0% 4,595 $298K
Tradition Wealth Management, LLC 0.03% Add +0.7% 4,548 $295K
Empire Financial Management Company, LLC 0.09% Reduce -18.0% 4,546 $295K
Good Life Advisors, LLC 0.02% Add +4.5% 4,536 $295K
Carr Financial Group Corp 0.09% Add +0.2% 4,532 $294K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +13.2% 4,532 $294K
Embree Financial Group 0.05% Add +0.4% 4,527 $294K
Marino, Stram & Associates LLC 0.07% Add +0.1% 4,522 $294K
Lafayette Investments, Inc. 0.06% No change 4,520 $294K
Regal Investment Advisors LLC 0.02% Reduce -0.7% 4,513 $293K
M. Kulyk & Associates, LLC 0.06% Reduce -1.6% 4,502 $292K
Empower Advisory Group, LLC 0.00% Reduce -13.1% 4,501 $292K
Keeley-Teton Advisors, LLC 0.03% No change 4,500 $292K
Clear Harbor Asset Management, LLC 0.02% New 4,488 $292K
Boston Mountain Money Management Inc. 0.17% Add +11.4% 4,488 $292K
Cable Hill Partners, LLC 0.03% Reduce -13.1% 4,462 $290K
Cromwell Holdings LLC 0.19% No change 4,445 $289K
Financial Network Wealth Advisors LLC 0.24% Reduce -5.9% 4,442 $289K
Aurora Private Wealth, Inc. 0.22% Reduce -2.5% 4,407 $286K
Alhambra Investment Management LLC 0.15% No change 4,400 $286K
Essex Bank 0.07% Add +0.2% 4,400 $286K
Kuhn & Co Investment Counsel 0.24% No change 4,388 $285K
Human Investing LLC 0.05% Reduce -6.4% 4,384 $285K
Five Oceans Advisors 0.14% No change 4,378 $284K
GeoWealth Management, LLC 0.01% Add +37.6% 4,374 $284K
WoodTrust Financial Corp 0.04% No change 4,350 $283K
Fort Sheridan Advisors LLC 0.04% No change 4,355 $283K
Mayflower Financial Advisors, LLC 0.04% Add +3.8% 4,354 $283K
Washington Trust Advisors, Inc. 0.02% No change 4,341 $282K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.9% 4,331 $281K
Live Oak Private Wealth LLC 0.05% Reduce -96.2% 4,323 $281K
Wellington Shields & Co., LLC 0.09% Reduce -14.0% 4,312 $280K
Traveka Wealth, LLC 0.14% Add +7.4% 4,304 $280K
Wallace Advisory Group, LLC 0.20% Reduce -3.9% 5,069 $279K
Summit Financial, LLC 0.01% New 4,285 $278K
Beacon Investment Advisory Services, Inc. 0.01% No change 4,285 $278K
Loomis Sayles & Co. L P 0.00% Reduce -2.9% 4,287 $278K
Freedom Investment Management, Inc. 0.02% Reduce -13.1% 4,269 $277K
Transamerica Financial Advisors, LLC 0.03% Reduce -17.5% 4,254 $277K
Moseley Investment Management Inc. 0.11% Add +1.1% 4,264 $277K
Financial Advocates Investment Management 0.02% Add +8.7% 4,264 $277K
Somerville Kurt F 0.04% No change 4,242 $276K
Symphony Financial, Ltd. Co. 0.04% Add +0.4% 4,144 $271K
Edge Capital Group, LLC 0.01% Reduce -9.7% 4,168 $271K
Broadwater Capital Management LLC 0.20% No change 4,150 $270K
Balanced Rock Investment Advisors LLC 0.21% Reduce -7.6% 4,148 $269K
Oarsman Capital, Inc. 0.05% New 4,133 $268K
Moneta Group Investment Advisors LLC 0.00% New 4,123 $268K
FinTrust Capital Advisors, LLC 0.05% Reduce -1.6% 4,093 $266K
Waterloo Capital, L.P. 0.03% New 4,091 $266K
Toronto Dominion Bank 0.00% No change 4,076 $265K
Equitable Holdings, Inc. 0.00% Add +11.5% 4,064 $264K
Carret Asset Management, LLC 0.03% No change 4,044 $263K
Newman Dignan & Sheerar, Inc. 0.06% No change 4,200 $263K
Kingswood Wealth Advisors, LLC 0.02% New 4,009 $260K
Cannell & Spears LLC 0.01% No change 3,987 $259K
Wealthstream Advisors, Inc. 0.05% Add +2.1% 3,985 $259K
Gladstone Institutional Advisory LLC 0.01% Reduce -12.4% 3,949 $256K
S.A. Mason LLC 0.13% No change 3,883 $252K
Paragon Private Wealth Management, LLC 0.12% New 3,867 $251K
Riverview Trust Co 0.22% No change 3,849 $250K
USA Financial Formulas 0.04% Reduce -11.6% 3,799 $247K
Keel Point, LLC 0.02% Add +2.4% 3,799 $247K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.6% 3,798 $247K
Pinnacle Financial Partners Inc 0.00% Add +0.5% 3,760 $244K
Archford Capital Strategies, LLC 0.04% Reduce -0.1% 3,862 $244K
Alan B Lancz & Associates, Inc. 0.22% No change 3,750 $244K
Alera Investment Advisors, LLC 0.03% New 3,746 $243K
Causeway Capital Management LLC 0.01% Reduce -21.6% 3,743 $243K
Azimuth Capital Investment Management LLC 0.01% No change 3,735 $243K
Hemenway Trust Co LLC 0.02% Reduce -6.9% 3,682 $239K
Berry Wealth Group, LP 0.17% New 3,679 $239K
Keudell/Morrison Wealth Management 0.06% Reduce -31.3% 3,667 $238K
Capital Analysts, LLC 0.01% Reduce -1.8% 3,661 $238K
Bruce G. Allen Investments, LLC 0.18% Add +31.2% 3,636 $236K
Code Waechter LLC 0.22% — 3,632 $236K
Sittner & Nelson, LLC 0.11% Add +0.2% 3,633 $236K
Frisch Financial Group, Inc. 0.07% Reduce -33.6% 3,622 $235K
Moody LYNN Lieberson & Walker, LLC 0.01% New 3,604 $234K
High Net Worth Advisory Group LLC 0.07% New 3,593 $233K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.7% 3,592 $233K
Baker Tilly Wealth Management, LLC 0.10% Reduce -61.3% 3,592 $233K
Atlantic Edge Private Wealth Management, LLC 0.07% Add +16.2% 3,587 $233K
9258 Wealth Management, LLC 0.03% Reduce -2.2% 3,576 $232K
Holderness Investments Co. 0.05% New 3,542 $230K
Knightsbridge Asset Management, LLC 0.05% New 3,533 $230K
Community Financial Services Group, LLC 0.05% New 3,529 $229K
Abel Hall, LLC 0.15% New 3,524 $229K
United Community Bank 0.09% Reduce -1.0% 3,515 $228K
Nixon Peabody Trust Co. 0.02% New 3,512 $228K
HBK Sorce Advisory LLC 0.01% New 3,511 $228K
Boston Family Office LLC 0.02% Reduce -9.9% 3,511 $228K
Cladis Investment Advisory, LLC 0.16% Reduce -46.1% 3,500 $227K
Verity & Verity, LLC 0.02% Reduce -30.0% 3,500 $227K
Kovack Advisors, Inc. 0.02% Reduce -5.5% 3,492 $227K
Brookstone Capital Management 0.00% New 3,479 $226K
Pinnacle Wealth Planning Services, Inc. 0.03% New 3,473 $226K
Integrated Advisors Network LLC 0.01% Reduce -5.6% 3,461 $225K
DGS Capital Management, LLC 0.06% New 3,456 $225K
Maia Wealth LLC 0.06% New 3,589 $224K
Trust Point Inc. 0.02% Reduce -7.7% 3,427 $223K
Mystic Asset Management, Inc. 0.08% New 3,400 $221K
MMBG Investment Advisors Co. 0.02% New 3,381 $220K
WASHINGTON TRUST Co 0.01% Reduce -1.1% 3,350 $218K
Chatham Capital Group, Inc. 0.04% New 3,338 $217K
Arlington Trust Co LLC 0.05% No change 3,333 $217K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 3,327 $216K
Klingenstein Fields & Co. LP 0.01% New 3,325 $216K
Stonegate Investment Group, LLC 0.01% Reduce -19.0% 3,298 $214K
Nicolet Advisory Services, LLC 0.02% New 3,400 $214K
Smartleaf Asset Management LLC 0.03% Add +257.6% 3,261 $213K
Retirement Planning Co of New England, Inc. 0.11% New 3,260 $212K
Cottonwood Capital Advisors, LLC 0.16% New 3,256 $212K
Opes Wealth Management LLC 0.04% New 3,243 $211K
Range Financial Group LLC 0.29% Reduce -68.6% 3,231 $210K
Certuity, LLC 0.02% New 3,224 $209K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,213 $209K
Marietta Investment Partners LLC 0.04% New 3,212 $209K
White Knight Strategic Wealth Advisors, LLC 0.19% Reduce -47.3% 3,205 $208K
Marble Harbor Investment Counsel, LLC 0.02% Reduce -34.7% 3,200 $208K
BTG Pactual Asset Management US LLC 0.03% New 3,823 $207K
Quadrant Private Wealth Management, LLC 0.05% New 3,146 $204K
Cullen Investment Group, LTD. 0.03% New 3,134 $204K
DMC Group, LLC 0.16% Reduce -28.6% 3,132 $203K
Nations Financial Group Inc, /Ia/ 0.01% New 3,128 $203K
Richard C. Young & CO., LTD. 0.02% New 3,124 $203K
Intergy Private Wealth, LLC 0.08% New 3,101 $201K
Faithward Advisors, LLC 0.04% New 3,097 $201K
Western Wealth Management, LLC 0.01% New 3,092 $201K
Coastwise Capital Group, LLC 0.17% New 3,090 $201K
Catalina Capital Group, LLC 0.07% New 3,083 $200K
EverSource Wealth Advisors, LLC 0.01% Reduce -25.0% 3,078 $200K
Harbour Investments, Inc. 0.01% Reduce -0.7% 3,013 $196K
Delta Asset Management LLC 0.02% Reduce -3.0% 2,900 $188K
International Assets Investment Management, LLC 0.01% New 2,822 $183K
Heritage Wealth Advisors 0.01% No change 2,815 $183K
Creative Financial Designs Inc. 0.02% Add +7.0% 2,781 $181K
West Paces Advisors Inc. 0.04% Add +1250.0% 2,700 $175K
Independence Bank of Kentucky 0.04% Reduce -3.4% 2,690 $175K
Walleye Capital LLC 0.00% Add +9.8% 2,669 $173K
Montag A & Associates Inc. 0.01% Reduce -11.9% 2,600 $169K
SL Advisors, LLC 0.30% New 2,590 $168K
Park Place Capital Corp 0.05% Reduce -46.4% 2,487 $162K
Fourpath Capital Management, LLC 0.03% New 2,454 $159K
Bessemer Group Inc. 0.00% Reduce -69.8% 2,360 $153K
Compass Wealth Management LLC 0.04% No change 2,351 $153K
CI Investments Inc. 0.00% No change 2,196 $143K
Barclays PLC 0.00% Add +77.0% 2,199 $143K
Cape Investment Advisory, Inc. 0.06% Add +28.4% 2,159 $140K
Rothschild Investment LLC 0.01% Add +6.7% 2,081 $135K
Global Trust Asset Management, LLC 0.05% Reduce -11.8% 2,062 $134K
GHP Investment Advisors, Inc. 0.01% Add +8.3% 2,001 $130K
Thompson Investment Management, Inc. 0.02% No change 1,950 $127K
HHM Wealth Advisors, LLC 0.02% No change 1,922 $125K
CoreCap Advisors, LLC 0.01% New 1,913 $124K
Hara Capital LLC 0.08% New 1,882 $122K
Hartford Financial Management Inc. 0.02% No change 1,836 $119K
Glen Eagle Advisors, LLC 0.02% No change 1,812 $118K
Carmichael Hill & Associates, Inc. 0.04% No change 1,774 $115K
Chilton Capital Management LLC 0.00% Add +3.1% 1,711 $111K
Concord Wealth Partners 0.02% Add +19.2% 1,669 $108K
Atlas Capital Advisors Inc. 0.02% No change 1,627 $106K
Salem Investment Counselors Inc. 0.00% No change 1,517 $99K
Heck Capital Advisors, LLC 0.01% Reduce -50.0% 1,500 $97K
Evermay Wealth Management LLC 0.02% No change 1,485 $96K
LGT Financial Advisors LLC 0.24% Add +0.3% 1,468 $95K
Field & Main Bank 0.03% No change 1,425 $93K
Pingora Partners LLC 0.06% No change 1,392 $90K
Colonial Trust Advisors 0.01% No change 1,372 $89K
Rosenberg Matthew Hamilton 0.02% No change 1,323 $86K
CENTRAL TRUST Co 0.00% Reduce -0.1% 1,307 $85K
Johnson Financial Group, Inc. 0.00% Add +106.7% 1,259 $82K
CNB Bank 0.04% No change 1,229 $80K
West Branch Capital LLC 0.03% Reduce -55.0% 1,226 $80K
Harbor Investment Advisory, LLC 0.01% Reduce -2.8% 1,211 $79K
Strengthening Families & Communities, LLC 0.02% No change 1,200 $78K
Arax Advisory Partners 0.01% Add +3.0% 1,161 $75K
BOK Financial Private Wealth, Inc. 0.01% No change 1,139 $74K
Westside Investment Management, Inc. 0.02% No change 1,123 $73K
LRI Investments, LLC 0.01% Add +0.7% 1,245 $71K
LFA - Lugano Financial Advisors SA 0.05% No change 1,100 $71K
Global Financial Private Client, LLC 0.03% Add +18.8% 1,076 $70K
Cassady Schiller Wealth Management, LLC 0.03% No change 1,063 $69K
Olistico Wealth, LLC 0.04% No change 1,000 $65K
Missouri Trust & Investment Co 0.02% No change 1,000 $65K
Castleview Partners, LLC 0.04% Reduce -20.5% 999 $65K
Talon Private Wealth, LLC 0.01% — 972 $63K
JFS Wealth Advisors, LLC 0.00% No change 956 $62K
Prestige Wealth Management Group LLC 0.01% No change 950 $62K
SOA Wealth Advisors, LLC. 0.01% Add +0.5% 939 $61K
Planned Solutions, Inc. 0.02% New 900 $58K
Continuum Advisory, LLC 0.01% Add +3.1% 1,001 $57K
St Germain D J Co. Inc. 0.00% Add +62.8% 861 $56K
Financial Management Professionals, Inc. 0.01% Add +10.3% 846 $55K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.1% 828 $54K
First United Bank & Trust 0.02% No change 825 $54K
Mb, Levis & Associates, LLC 0.03% No change 813 $53K
Sugarloaf Wealth Management, LLC 0.01% No change 809 $53K
Sunbelt Securities, Inc. 0.01% Add +23.0% 802 $52K
Laurel Wealth Advisors LLC 0.01% Reduce -11.5% 768 $50K
Coastline Trust Co 0.01% New 740 $48K
Atticus Wealth Management, LLC 0.01% No change 719 $47K
Boyd Watterson Asset Management LLC 0.01% Reduce -31.8% 718 $47K
Godsey & Gibb, Inc. 0.00% Add +18.3% 710 $46K
Evolution Advisers, Inc. 0.02% No change 707 $45K
Caldwell Sutter Capital, Inc. 0.02% Add +1.5% 690 $45K
Bogart Wealth, LLC 0.00% No change 673 $44K
Oakworth Capital, Inc. 0.00% No change 664 $43K
Mondrian Investment Partners LTD 0.00% Reduce -52.4% 649 $42K
Financial Perspectives, Inc 0.01% No change 634 $41K
Brooklyn Investment Group 0.01% New 620 $40K
Elequin Capital, LP 0.09% New 617 $40K
Webster Bank, N. A. 0.00% No change 617 $40K
Jamison Private Wealth Management, Inc. 0.01% Add +202.5% 605 $39K
Avalon Trust Co 0.00% No change 600 $39K
Financial Avengers, Inc. 0.02% Add +0.5% 591 $38K
Rise Advisors, LLC 0.02% Add +0.7% 570 $37K
Country Trust Bank 0.00% No change 563 $37K
Quent Capital, LLC 0.00% No change 559 $36K
TCTC Holdings, LLC 0.00% No change 556 $36K
1620 Investment Advisors, Inc. 0.03% No change 545 $35K
E Fund Management (Hong Kong) Co., Ltd. 0.02% New 542 $35K
City State Bank 0.01% No change 517 $34K
Jaffetilchin Investment Partners, LLC 0.00% New 515 $33K
Red Tortoise LLC 0.02% No change 512 $33K
Tortoise Investment Management, LLC 0.00% Add +1.9% 486 $32K
Roble, Belko & Company, Inc 0.00% No change 480 $31K
Bangor Savings Bank 0.00% No change 469 $30K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -11.8% 449 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 440 $29K
JNBA Financial Advisors 0.00% Reduce -16.4% 424 $28K
Aspire Private Capital, LLC 0.01% No change 404 $26K
Indiana Trust & Investment Management Co 0.01% No change 403 $26K
Chelsea Counsel Co. 0.01% No change 400 $26K
Barrett & Company, Inc. 0.01% No change 400 $26K
Core Alternative Capital 0.01% No change 400 $26K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 400 $26K
Trust Co 0.00% No change 400 $26K
Richardson Financial Services Inc. 0.02% Add +100.0% 400 $24K
Citizens National Bank Trust Department 0.00% No change 358 $23K
McIlrath & Eck, LLC 0.00% No change 358 $23K
Hemington Wealth Management 0.01% New 392 $23K
FSC Wealth Advisors, LLC 0.02% Add +0.6% 344 $22K
Wintrust Investments LLC 0.02% Reduce -90.5% 349 $22K
Quintet Private Bank (Europe) S.A. 0.00% Add +14.4% 325 $21K
Baillie Gifford & Co. 0.00% Add +53.2% 311 $20K
GW&K Investment Management, LLC 0.00% Add +1.0% 315 $20K
Key Financial Inc 0.00% No change 290 $19K
Coppell Advisory Solutions LLC 0.00% Reduce -20.6% 285 $19K
Costello Asset Management, INC 0.01% No change 275 $18K
Beacon Capital Management, LLC 0.00% Add +47.1% 275 $18K
Kozak & Associates, Inc. 0.00% Add +0.7% 277 $18K
SRH Advisors, LLC 0.01% No change 267 $17K
Ashton Thomas Securities, LLC 0.00% Reduce -99.2% 264 $17K
Bray Capital Advisors 0.00% No change 250 $16K
Frazier Financial Advisors, LLC 0.01% Reduce -36.3% 246 $16K
Sterling Capital Management LLC 0.00% — 246 $16K
Redmont Wealth Advisors LLC 0.02% No change 235 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 232 $15K
Foster Dykema Cabot & Partners, LLC 0.00% New 222 $14K
Atwood & Palmer Inc. 0.00% Add +426.2% 221 $14K
Asset Dedication, LLC 0.00% Reduce -48.0% 217 $14K
Raleigh Capital Management Inc. 0.01% Reduce -58.1% 211 $14K
REAP Financial Group, LLC 0.00% New 208 $14K
Mfa Wealth Advisors, LLC 0.00% No change 206 $13K
Reston Wealth Management LLC 0.00% New 204 $13K
Future Financial Wealth Managment LLC 0.01% New 200 $13K
Activest Wealth Management 0.00% Add +0.0% 200 $13K
Monetary Management Group Inc. 0.00% No change 200 $13K
Albion Financial Group 0.00% No change 194 $13K
Towne Trust Company, N.A 0.00% No change 183 $12K
First Community Trust NA 0.01% No change 172 $11K
Adirondack Trust Co. 0.00% No change 170 $11K
General Partner, Inc. 0.01% No change 167 $11K
True Wealth Design, LLC 0.00% Reduce -99.0% 159 $10K
New England Capital Financial Advisors LLC 0.01% Reduce -58.6% 155 $10K
Legacy Investment Solutions, LLC 0.01% — 175 $10K
Legacy Wealth Managment, LLC 0.01% — 175 $10K
Highline Wealth Partners LLC 0.00% Add +35.1% 150 $10K
Archer Investment Corp 0.00% No change 150 $10K
Fairscale Capital, LLC 0.01% No change 145 $9K
Tower View Wealth Management LLC 0.00% No change 136 $9K
Venturi Wealth Management, LLC 0.00% Reduce -40.5% 135 $9K
Hobbs Group Advisors, LLC 0.00% New 133 $9K
Carolinas Wealth Consulting LLC 0.00% Reduce -5.7% 133 $9K
Fortitude Family Office, LLC 0.00% New 131 $9K
Bell Investment Advisors, Inc 0.00% No change 128 $8K
MCF Advisors LLC 0.00% No change 128 $8K
Hollencrest Capital Management 0.00% No change 128 $8K
Clearstead Advisors, LLC 0.00% No change 125 $8K
Glass Jacobson Investment Advisors llc 0.00% No change 124 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 124 $8K
Cornerstone Planning Group LLC 0.00% Add +37.2% 129 $8K
Versant Capital Management, Inc 0.00% No change 121 $8K
Voisard Asset Management Group, Inc. 0.00% New 114 $7K
Mendota Financial Group, LLC 0.00% Add +213.9% 113 $7K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -48.1% 107 $7K
AllSquare Wealth Management LLC 0.00% No change 100 $6K
Gables Capital Management Inc. 0.00% No change 100 $6K
Tompkins Financial Corp. 0.00% No change 100 $6K
Pflug Koory, LLC 0.00% — 100 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 97 $6K
Peterson Financial Group, Inc. 0.02% New 96 $6K
Nordwand Advisors, LLC 0.00% Reduce -96.8% 96 $6K
Proffitt & Goodson Inc. 0.00% New 95 $6K
Valley Wealth Managers, Inc. 0.00% New 90 $6K
Western Pacific Wealth Management, LP 0.00% Add +1.2% 85 $6K
HighMark Wealth Management LLC 0.00% No change 70 $5K
MV Capital Management, Inc. 0.00% New 62 $4K
Concourse Financial Group Securities, Inc. 0.00% Reduce -90.3% 51 $3K
Pittenger & Anderson Inc. 0.00% No change 50 $3K
Copeland Capital Management, LLC 0.00% New 50 $3K
Piscataqua Savings Bank 0.00% No change 50 $3K
VitalStone Financial, LLC 0.00% Reduce -5.8% 49 $3K
Covestor Ltd 0.00% No change 48 $3K
Hoey Investments, Inc. 0.00% No change 52 $3K
New Millennium Group LLC 0.00% No change 44 $3K
Claris Advisors, LLC / Mo / 0.00% New 42 $3K
Cranbrook Wealth Management, LLC 0.00% New 40 $3K
Baldwin Wealth Partners LLC 0.00% Reduce -93.8% 40 $3K
Iron Horse Wealth Management, LLC 0.00% No change 37 $2K
FSA Wealth Management LLC 0.00% — 35 $2K
Tucker Asset Management LLC 0.00% No change 34 $2K
Cohen & Steers, Inc. 0.00% No change 27 $2K
ClariVest Asset Management LLC 0.00% No change 35 $2K
Wiser Advisor Group LLC 0.00% Reduce -45.3% 29 $2K
GPS Wealth Strategies Group, LLC 0.00% New 29 $2K
Dunhill Financial, LLC 0.00% No change 28 $2K
Fairman Group, LLC 0.00% No change 26 $2K
Gold Investment Management Ltd. 0.00% No change 25 $2K
Rakuten Securities, Inc. 0.00% Reduce -16.0% 21 $1K
Macroview Investment Management LLC 0.00% No change 19 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 17 $1K
Caitlin John, LLC 0.00% No change 17 $1K
Creekmur Asset Management LLC 0.00% No change 13 $844
First Financial Corp. 0.00% No change 11 $715
Robbins Farley 0.00% No change 10 $650
Bank of New Hampshire 0.00% No change 4 $260

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