UnileverUL

13F holders, Q1 2025 (March 31)
1,176holders −9
85new positions
89sold out
11famous investors
$59.56avg. 13F price*

At the end of Q1 2025, 1,176 institutions reported holding Unilever PLC (UL) in their 13F filings, down 9 from Q4 2024. 85 opened new positions and 89 sold out. The largest holders were Wellington Management Group LLP ($1.7B), Fisher Asset Management ($1.2B) and Morgan Stanley ($552.2M). 11 famous investors held it, including Ken Fisher (0.5% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions85$204.7M
Exits89$91.9M

All 13F filers, Q4 2024 → Q1 2025: 20,275,529 shares bought and 20,288,554 shares sold, net −13,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,176 holders

Wellington Management Group LLP 0.32% Add +13.9% 28,100,442 $1.7B
Fisher Asset Management 0.51% Add +9.2% 19,589,017 $1.2B
Morgan Stanley 0.04% Add +7.0% 9,272,087 $552.2M
State Farm Mutual Automobile Insurance Co. 0.38% No change 6,887,758 $410.2M
Bank of America Corp. 0.03% Reduce -22.9% 6,096,124 $363.0M
Clearbridge Investments, LLC 0.30% Add +54.3% 5,738,845 $341.7M
FMR LLC 0.02% Reduce -4.4% 5,220,866 $310.9M
Dimensional Fund Advisors LP 0.08% Reduce -0.6% 5,074,369 $302.2M
Wells Fargo & Company 0.07% Add +6.2% 5,050,103 $300.7M
Hotchkis & Wiley Capital Management LLC 0.99% Reduce -1.3% 4,999,641 $297.7M
Lazard Asset Management LLC 0.45% Add +3.3% 4,522,744 $269.3M
Goldman Sachs Group Inc. 0.05% Reduce -3.1% 4,491,834 $267.5M
Envestnet Asset Management Inc. 0.08% Add +2.5% 3,925,891 $233.8M
Fiduciary Management Inc. 1.99% Reduce -4.7% 3,466,906 $206.5M
Jennison Associates LLC 0.14% Reduce -1.2% 3,413,364 $203.3M
Raymond James Financial Inc. 0.07% Add +7.1% 3,340,231 $198.9M
Hamlin Capital Management, LLC 4.38% Add +6.8% 3,070,860 $182.9M
Royal Bank of Canada 0.04% Add +0.2% 2,933,630 $174.7M
Cullen Capital Management, LLC 1.79% Reduce -1.6% 2,596,946 $154.6M
American Century Companies Inc. 0.09% Reduce -10.0% 2,564,146 $152.7M
Norges Bank 0.02% Reduce -6.3% 2,537,106 $151.1M
BlackRock, Inc. 0.00% Add +3.4% 2,399,288 $142.9M
Northern Trust Corp. 0.02% Add +4.3% 2,260,133 $134.6M
Saratoga Research & Investment Management 7.10% Add +1.4% 2,257,438 $134.4M
Equity Investment Corp. 2.82% Reduce -2.5% 2,114,903 $125.9M
Bank of Montreal 0.06% Add +192.5% 1,792,992 $106.8M
Neuberger Berman Group LLC 0.08% Add +43.7% 1,648,706 $98.2M
Everett Harris & Co. 1.25% Reduce -0.9% 1,635,860 $97.4M
Allspring Global Investments Holdings, LLC 0.16% Add +25.5% 1,557,291 $92.8M
JPMorgan Chase & Co. 0.01% Add +2.5% 1,501,532 $89.4M
Natixis Advisors, LLC 0.14% Add +0.0% 1,310,032 $78.0M
Captrust Financial Advisors 0.16% Add +27.1% 1,095,846 $65.3M
Corient Private Wealth LP 0.11% Reduce -13.8% 1,081,323 $64.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.89% Add +57.4% 1,080,615 $64.4M
Cooke & Bieler LP 0.62% Reduce -1.1% 1,044,982 $62.2M
Brown Advisory Inc. 0.09% Add +17.2% 1,040,191 $61.9M
Aristotle Capital Management, LLC 0.12% Reduce -3.1% 1,027,346 $61.2M
T. Rowe Price Associates Inc. 0.01% Reduce -17.1% 1,022,450 $60.9M
Ameriprise Financial Inc. 0.02% Add +18.7% 1,002,812 $60.3M
Bank of New York Mellon Corp 0.01% Add +33.2% 934,804 $55.7M
Truist Financial Corp. 0.09% Reduce -1.1% 918,340 $54.7M
First Trust Advisors LP 0.05% Reduce -9.6% 873,108 $52.0M
CORDA Investment Management, LLC. 3.87% Reduce -1.0% 816,782 $48.6M
LPL Financial LLC 0.02% Reduce -21.2% 779,880 $46.4M
BNP Paribas Financial Markets 0.04% Add +764.5% 775,561 $46.2M
Clark Capital Management Group, Inc. 0.33% New 762,610 $45.4M
Marshall Wace, LLP 0.06% New 753,927 $44.9M
Trillium Asset Management, LLC 1.25% Reduce -7.6% 730,702 $43.5M
UBS Group AG 0.01% Add +2.9% 713,811 $42.5M
Federation des caisses Desjardins du Quebec 0.20% Add +3.8% 679,553 $40.5M
Oppenheimer Asset Management Inc. 0.50% Add +2.8% 673,983 $40.1M
JARISLOWSKY, FRASER Ltd 0.25% Reduce -1.0% 657,459 $39.2M
St. James Investment Company, LLC 6.47% Add +0.9% 651,806 $38.8M
M&T Bank Corp 0.14% Reduce -1.0% 648,601 $38.6M
United Capital Financial Advisors, LLC 0.33% Add +7.0% 641,427 $38.2M
First Eagle Investment Management, LLC 0.08% Add +10.8% 636,970 $37.9M
Cerity Partners LLC 0.08% Add +220.9% 626,102 $37.3M
Capital Advisors Inc. 0.74% Add +2.5% 624,126 $37.2M
Advisors Capital Management, LLC 0.56% Reduce -14.8% 610,138 $36.3M
Saturna Capital Corp. 0.54% Add +1.4% 605,943 $36.1M
Stifel Financial Corp. 0.04% Add +14.4% 603,382 $35.9M
Janney Montgomery Scott LLC 0.10% Add +20.5% 595,219 $35.4M
River Road Asset Management, LLC 0.48% Reduce -1.7% 592,165 $35.3M
Factory Mutual Insurance Co. 0.40% New 579,900 $34.5M
Tocqueville Asset Management L.P. 0.55% Reduce -5.4% 567,001 $33.8M
GQG Partners LLC 0.05% Reduce -91.8% 535,011 $31.9M
Mar Vista Investment Partners LLC 2.55% Reduce -7.2% 521,079 $31.0M
PNC Financial Services Group, Inc. 0.01% Add +0.7% 470,962 $28.0M
Commonwealth Equity Services, LLC 0.04% Add +2.0% 441,744 $26.3M
HighTower Advisors, LLC 0.04% Add +2.5% 436,116 $26.0M
Chevy Chase Trust Holdings, LLC 0.08% Add +3.7% 426,248 $25.4M
Cardinal Capital Management, Inc. 0.86% Add +2.2% 423,359 $25.2M
Cibc World Market Inc. 0.06% Reduce -0.7% 421,576 $25.1M
Creative Planning 0.02% Add +32.1% 412,930 $24.6M
Grandfield & Dodd, LLC 1.51% Reduce -0.5% 410,166 $24.4M
Cheviot Value Management, LLC 3.00% New 384,032 $24.4M
Franklin Resources Inc. 0.01% Add +13.7% 408,204 $24.3M
Capital Fund Management S.A. 0.30% Add +116.2% 401,057 $23.9M
Compagnie Lombard Odier SCmA 0.29% No change 392,000 $23.3M
National Bank of Canada 0.03% Reduce -4.6% 370,233 $22.0M
Kornitzer Capital Management Inc. 0.46% Add +52.7% 370,152 $22.0M
Sei Investments Co. 0.03% Add +6.7% 363,851 $21.7M
Mariner, LLC 0.04% Reduce -7.3% 359,653 $21.4M
Ingalls & Snyder LLC 0.65% Reduce -9.6% 328,014 $19.5M
Crossmark Global Holdings, Inc. 0.34% Reduce -5.4% 319,304 $19.0M
D. E. Shaw & Co. 0.02% Reduce -71.2% 308,391 $18.4M
Millennium Management 0.02% Add +28.5% 294,927 $17.6M
Alpha Cubed Investments, LLC 0.76% Add +8.1% 286,047 $17.0M
Wallace Capital Management Inc. 2.17% Reduce -0.4% 285,180 $17.0M
Townsquare Capital LLC 0.18% Reduce -3.3% 279,201 $16.6M
Beacon Pointe Advisors, LLC 0.19% Add +118.5% 277,878 $16.5M
Managed Asset Portfolios, LLC 2.19% Add +69.1% 265,562 $15.8M
MML Investors Services, LLC 0.05% Add +4.0% 264,677 $15.8M
Northstar Asset Management Inc. 4.59% Reduce -0.5% 260,394 $15.5M
Yacktman Asset Management 0.20% Reduce -7.9% 250,411 $14.9M
Zevin Asset Management LLC 2.34% Reduce -5.5% 248,304 $14.8M
Euro Pacific Asset Management, LLC 2.67% Reduce -1.6% 246,179 $14.7M
Abc Arbitrage SA 2.72% Add +61.7% 245,415 $14.6M
Scotia Capital Inc. 0.08% Add +2.7% 244,299 $14.5M
Cetera Investment Advisers 0.03% Add +6.1% 239,802 $14.3M
Clark Estates Inc. 2.96% No change 235,000 $14.0M
Russell Investments Group, Ltd. 0.02% Add +65.1% 232,096 $13.8M
Levin Capital Strategies, L.P. 1.46% Reduce -8.3% 231,043 $13.8M
Modera Wealth Management, LLC 0.18% Reduce -3.5% 228,427 $13.6M
QRG Capital Management, Inc. 0.14% Reduce -3.8% 226,120 $13.5M
Osaic Holdings, Inc. 0.03% Add +19.4% 224,943 $13.4M
Qube Research & Technologies Ltd 0.02% Add +134.8% 221,909 $13.2M
Segall Bryant & Hamill, LLC 0.20% Reduce -12.0% 218,567 $13.0M
HRT Financial LP 0.08% Reduce -9.6% 216,000 $12.9M
QV Investors Inc. 1.27% Reduce -8.2% 211,914 $12.6M
Boston Common Asset Management, LLC 0.38% Reduce -19.8% 210,376 $12.5M
Citigroup Inc. 0.01% Add +10.7% 199,393 $11.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +25.5% 196,346 $11.7M
Charles Schwab Investment Management Inc. 0.00% Add +16.7% 196,202 $11.7M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -44.4% 193,882 $11.5M
Matthew Goff Investment Advisor, LLC 2.13% Add +1.1% 193,550 $11.5M
Quantinno Capital Management LP 0.07% Add +30.7% 193,102 $11.5M
ProVise Management Group, LLC 0.94% Add +7.6% 186,073 $11.1M
Alerus Financial NA 0.87% Add +33.2% 182,308 $10.9M
Manning & Napier Advisors LLC 0.13% Reduce -2.8% 181,685 $10.8M
O'shaughnessy Asset Management, LLC 0.09% Add +20.2% 179,236 $10.7M
Squarepoint Ops LLC 0.03% Add +201.3% 178,073 $10.6M
Renaissance Technologies 0.02% Reduce -73.9% 177,840 $10.6M
Allworth Financial LP 0.06% Add +0.2% 161,494 $10.3M
American Assets Investment Management, LLC 0.89% No change 170,000 $10.1M
Rockland Trust Co. 0.50% Reduce -5.3% 168,600 $10.0M
Sustainable Growth Advisers, LP 0.06% Reduce 0.0% 166,554 $9.9M
Orion Porfolio Solutions, LLC 0.10% Reduce -18.2% 166,518 $9.9M
Orion Portfolio Solutions, LLC 0.10% Reduce -18.2% 166,518 $9.9M
Old Mission Capital LLC 0.19% Reduce -10.3% 165,013 $9.8M
Cresset Asset Management, LLC 0.05% Reduce -2.3% 162,010 $9.6M
Cary Street Partners Financial LLC 0.30% Reduce -3.9% 157,217 $9.4M
M. Kulyk & Associates, LLC 2.07% Add +3171.0% 152,200 $9.1M
Pathstone Holdings, LLC 0.04% Reduce -5.2% 151,665 $9.0M
Guardian Capital LP 0.35% Add +0.2% 151,394 $9.0M
Hantz Financial Services, Inc. 0.16% Add +32.7% 150,114 $8.9M
Templeton & Phillips Capital Management, LLC 6.43% Reduce -0.1% 150,081 $8.9M
NewSquare Capital LLC 0.72% Reduce -0.3% 148,854 $8.9M
Systematic Alpha Investments, LLC 0.34% No change 147,881 $8.8M
Lowe Brockenbrough & Co. Inc. 0.58% Add +2.2% 146,911 $8.7M
Mercer Global Advisors Inc. 0.02% Reduce -2.0% 146,703 $8.7M
Jane Street Group, LLC 0.02% Add +2.7% 145,830 $8.7M
Clean Yield Group 2.82% Add +0.7% 145,458 $8.7M
Eldred Rock Partners, LLC 2.64% Add +33.4% 145,616 $8.7M
NorthCrest Asset Manangement, LLC 0.26% Add +1.3% 144,850 $8.6M
Waverly Advisors, LLC 0.10% Reduce -12.0% 139,967 $8.3M
Focus Partners Wealth 0.02% Add +15.0% 139,425 $8.3M
Nicholas Company, Inc. 0.14% Reduce -10.1% 137,720 $8.2M
Todd Asset Management LLC 0.19% Add +42.0% 136,751 $8.1M
US Bancorp \de 0.01% Reduce -2.9% 134,889 $8.0M
Oxbow Advisors, LLC 0.86% Add +1.6% 133,900 $8.0M
Destination Wealth Management 0.25% Reduce -1.4% 132,818 $7.9M
Balyasny Asset Management L.P. 0.02% Add +539.8% 131,545 $7.8M
Wilmington Savings Fund Society, FSB 0.15% Reduce -3.5% 130,355 $7.8M
Windle Wealth, LLC 3.99% Add +0.8% 129,967 $7.7M
GMO 0.02% Reduce -56.4% 129,186 $7.7M
Snowden Capital Advisors LLC 0.24% Add +2.1% 127,477 $7.6M
Citadel Advisors 0.01% Reduce -86.4% 126,251 $7.5M
One Capital Management, LLC 0.25% Reduce -1.7% 125,428 $7.5M
XML Financial, LLC 0.69% Reduce -4.8% 124,557 $7.4M
Sanctuary Advisors, LLC 0.05% Add +9.7% 123,770 $7.4M
Campbell & CO Investment Adviser LLC 0.57% Add +185.9% 123,762 $7.4M
Advocate Group LLC 1.34% Reduce -6.0% 123,119 $7.3M
Bell Bank 0.39% Add +7.1% 119,753 $7.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -25.6% 119,432 $7.1M
Sanders Capital, LLC 0.01% Reduce -10.9% 118,880 $7.1M
Fiduciary Trust Co 0.09% Add +137.0% 114,163 $6.8M
&partners 0.07% Add +2.5% 112,160 $6.7M
Cwm, LLC 0.03% Reduce -3.8% 112,023 $6.7M
Auxier Asset Management LLC 0.99% Reduce -0.5% 112,018 $6.7M
New England Asset Management Inc. 1.13% Add +25.3% 111,180 $6.6M
Barclays PLC 0.00% Add +5138.6% 110,010 $6.6M
Hamilton Point Investment Advisors, LLC 1.17% Reduce -0.5% 109,407 $6.5M
Guyasuta Investment Advisors Inc. 0.42% Reduce -0.6% 108,587 $6.5M
Portland Global Advisors LLC 0.81% Add +0.7% 107,840 $6.4M
Shufro Rose & Co. LLC 0.51% Reduce -1.4% 107,787 $6.4M
Ethic Inc. 0.13% Reduce -3.8% 107,420 $6.4M
Federated Hermes, Inc. 0.01% Reduce -13.1% 107,023 $6.4M
Keating Investment Counselors Inc. 1.87% Reduce -3.2% 103,888 $6.2M
Blair William & Co. 0.02% Reduce -13.0% 102,750 $6.1M
Fiera Capital Corp 0.02% Reduce -2.4% 101,957 $6.1M
Assetmark, Inc. 0.02% Add +30.4% 100,610 $6.0M
Stablepoint Partners, LLC 1.08% Add +10.7% 100,165 $6.0M
Coston, McIsaac & Partners 1.73% Add +0.4% 99,407 $5.9M
Kavar Capital Partners Group, LLC 0.98% Reduce -0.2% 98,859 $5.9M
Hennessy Advisors Inc. 0.19% Reduce -2.9% 98,300 $5.9M
Bedell Frazier Investment Counselling, LLC 1.46% New 96,630 $5.8M
HSBC Holdings PLC 0.00% Reduce -0.2% 95,591 $5.7M
Lorne Steinberg Wealth Management Inc. 1.65% Add +15.3% 94,831 $5.6M
tru Independence LLC 1.74% Add +2.3% 94,117 $5.6M
NewEdge Wealth, LLC 0.10% Add +15.0% 91,901 $5.5M
Butensky & Cohen Financial Security, Inc. 1.67% Reduce -0.5% 91,446 $5.4M
Jacobs & Co. 0.57% Reduce -1.7% 90,403 $5.4M
Headinvest, LLC 1.04% Reduce -1.9% 90,165 $5.4M
Evelyn Partners Asset Management Ltd 1.48% Add +1.7% 89,293 $5.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.8% 87,674 $5.2M
Nixon Peabody Trust Co. 0.43% New 84,812 $5.1M
Regions Financial Corp. 0.04% Reduce -1.2% 84,463 $5.0M
Becker Capital Management Inc. 0.17% Add +6.5% 84,307 $5.0M
Pinkerton Wealth, LLC 0.64% Add +0.5% 82,502 $4.9M
Advisory Research Inc. 0.86% Reduce -6.0% 82,264 $4.9M
Farther Finance Advisors, LLC 0.12% Add +0.3% 80,953 $4.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.1% 80,944 $4.8M
World Investment Advisors 0.12% Add +14.1% 80,490 $4.8M
Quadrant Capital Group LLC 0.18% Add +309.2% 79,754 $4.7M
Baird Financial Group, Inc. 0.01% Add +1.6% 79,454 $4.7M
Vanguard Personalized Indexing Management, LLC 0.07% Add +9.2% 78,901 $4.7M
Gabelli Funds LLC 0.04% Add +1.4% 78,822 $4.7M
Tevis Investment Management 3.46% No change 82,280 $4.7M
WCM Investment Management, LLC 0.01% Reduce -3.3% 78,609 $4.7M
Steward Partners Investment Advisory, LLC 0.04% Add +10.7% 78,118 $4.7M
Moran Wealth Management, LLC 0.15% Reduce -23.7% 77,290 $4.6M
Reynders McVeigh Capital Management, LLC 0.26% Add +8.5% 77,175 $4.6M
Arlington Partners LLC 1.80% Add +3.5% 76,981 $4.6M
Rockefeller Capital Management L.P. 0.01% Reduce -1.6% 76,771 $4.6M
Capital Investment Counsel, LLC 0.75% Reduce -1.7% 76,223 $4.5M
Bonness Enterprises Inc. 1.48% No change 76,040 $4.5M
Atria Wealth Solutions, Inc. 0.05% Add +1.4% 75,635 $4.5M
Slocum, Gordon & Co LLP 3.35% Add +232.0% 75,613 $4.5M
Trajan Wealth LLC 0.25% Add +12.2% 75,496 $4.5M
Prime Capital Investment Advisors, LLC 0.05% Add +4.8% 73,992 $4.4M
Gilman Hill Asset Management, LLC 0.76% Add +2.3% 73,642 $4.4M
Motco 0.46% Reduce -11.0% 73,341 $4.4M
Kestra Advisory Services, LLC 0.02% Reduce -5.4% 71,633 $4.3M
Haverford Trust Co 0.04% Add +1.5% 71,104 $4.2M
Sandy Spring Bank 0.18% Add +0.1% 71,019 $4.2M
Tower Research Capital LLC (TRC) 0.13% Add +28.3% 70,805 $4.2M
Allen Capital Group, LLC 0.48% Add +15.7% 70,622 $4.2M
K.J. Harrison & Partners Inc 0.81% New 70,000 $4.2M
Procyon Advisors, LLC 0.25% Add +92.8% 68,122 $4.1M
Beacon Bank & Trust 0.97% Add +2.3% 67,141 $4.0M
Tweedy, Browne Co LLC 0.35% Reduce -3.1% 66,675 $4.0M
Beacon Financial Group 0.43% Add +2.7% 66,347 $4.0M
CIBC Private Wealth Group LLC 0.01% Reduce -6.7% 68,216 $3.9M
Zions Bancorporation, National Association 0.25% — 66,232 $3.9M
Azzad Asset Management Inc. 0.46% New 66,166 $3.9M
Royce & Associates LP 0.04% No change 66,000 $3.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -2.4% 65,830 $3.9M
Logan Capital Management Inc. 0.18% Add +1.3% 65,338 $3.9M
Private Advisor Group, LLC 0.02% Add +0.6% 65,330 $3.9M
Avantax Advisory Services, Inc. 0.02% Reduce -17.8% 65,087 $3.9M
Heartland Advisors Inc. 0.22% Reduce -0.7% 64,868 $3.9M
Mutual Advisors, LLC 0.11% Reduce -12.1% 61,493 $3.9M
HB Wealth Management, LLC 0.03% Add +211.3% 64,379 $3.8M
Smithbridge Asset Management Inc. 0.70% — 63,466 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.6% 63,362 $3.8M
Keybank National Association 0.02% Add +0.1% 63,315 $3.8M
Dynamic Advisor Solutions LLC 0.12% New 63,106 $3.8M
Bleakley Financial Group, LLC 0.12% Reduce -2.7% 62,670 $3.7M
Empowered Funds, LLC 0.05% Add +46.7% 62,424 $3.7M
DAVENPORT & Co LLC 0.02% Add +14.2% 62,305 $3.7M
Exencial Wealth Advisors, LLC 0.14% Add +1.9% 62,215 $3.7M
Oppenheimer & Co. Inc. 0.06% Add +11.7% 61,421 $3.7M
IFP Advisors, Inc 0.11% Add +27.8% 60,969 $3.6M
Park Avenue Securities LLC 0.04% Add +27.7% 60,376 $3.6M
Fullcircle Wealth LLC 1.47% Add +2.3% 56,442 $3.6M
apricus wealth, LLC 2.08% Add +3.9% 58,736 $3.5M
Stephens Inc. 0.05% Reduce -4.0% 58,720 $3.5M
Courier Capital LLC 0.23% Reduce -2.0% 58,500 $3.5M
JPL Wealth Management, LLC 0.98% Add +2.5% 57,525 $3.4M
SGL Investment Advisors, Inc. 1.77% Reduce -2.8% 54,219 $3.4M
Naviter Wealth, LLC 0.41% Add +0.7% 56,969 $3.4M
Old Port Advisors 1.00% Reduce -0.6% 56,318 $3.4M
Grey Ledge Advisors, LLC 0.88% Reduce -1.6% 55,981 $3.3M
Redmond Asset Management, LLC 0.85% Add +1.4% 55,625 $3.3M
Davis-Rea LTD. 0.88% New 55,579 $3.3M
Dakota Wealth Management 0.08% Reduce -3.4% 54,231 $3.2M
Choreo, LLC 0.05% Add +24.7% 53,884 $3.2M
Guardian Partners Inc. 0.33% Reduce -1.3% 49,959 $3.2M
Rhumbline Advisers 0.00% Reduce -0.7% 53,814 $3.2M
Founders Financial Securities LLC 0.27% Add +42.6% 50,217 $3.2M
Strategic Advisors LLC 0.61% Reduce -2.3% 52,849 $3.1M
Anchor Capital Advisors LLC 0.09% Add +0.5% 52,464 $3.1M
NewEdge Advisors, LLC 0.02% Reduce -6.1% 51,612 $3.1M
JCIC Asset Management Inc. 1.28% Reduce -1.3% 51,438 $3.1M
Concurrent Investment Advisors, LLC 0.07% Reduce -4.3% 51,168 $3.0M
Hall Laurie J Trustee 1.08% Reduce -2.3% 50,815 $3.0M
Meridian Wealth Management, LLC 0.15% Reduce -3.9% 50,695 $3.0M
Atria Investments, Inc 0.04% Reduce -8.4% 50,379 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -1.7% 46,596 $3.0M
First Manhattan Co. Llc. 0.01% Reduce -6.2% 50,229 $3.0M
Naples Global Advisors, LLC 0.28% Reduce -1.5% 49,921 $3.0M
Horizon Investments, LLC 0.09% Add +47.5% 49,465 $2.9M
Benedict Financial Advisors Inc. 0.68% Reduce -0.1% 49,146 $2.9M
Foresight Capital Management Advisors, Inc. 1.82% Add +2.6% 49,049 $2.9M
Advisory Services Network, LLC 0.06% Reduce -3.4% 48,961 $2.9M
Deutsche Bank AG 0.00% Add +1.9% 48,746 $2.9M
Norden Group LLC 0.33% Reduce -2.0% 48,457 $2.9M
Kanawha Capital Management LLC 0.22% Reduce -9.1% 48,157 $2.9M
Jones Financial Companies LLLP 0.00% Add +25.4% 47,980 $2.8M
Glenmede Trust Co. NA 0.02% Reduce -3.3% 47,071 $2.8M
Kennon-Green & Company, LLC 2.28% Reduce -1.5% 46,934 $2.8M
Argent Trust Co 0.11% Add +1.4% 46,004 $2.7M
Prosperity Consulting Group, LLC 0.21% Reduce -5.2% 45,794 $2.7M
Pavion Blue Capital, LLC 1.28% Reduce -0.1% 45,185 $2.7M
Signaturefd, LLC 0.05% Add +5.0% 44,333 $2.6M
Portside Wealth Group, LLC 0.43% Reduce -2.5% 44,063 $2.6M
Texas Yale Capital Corp. 0.11% Reduce -0.2% 43,870 $2.6M
Capital Insight Partners, LLC 0.45% Reduce -2.3% 43,511 $2.6M
WCG Wealth Advisors LLC 0.20% Reduce -3.8% 43,392 $2.6M
Moors & Cabot, Inc. 0.13% Add +0.0% 43,386 $2.6M
Morningstar Investment Services LLC 0.47% Reduce -47.1% 43,375 $2.6M
Verdence Capital Advisors LLC 0.20% Add +18.4% 43,255 $2.6M
Parr McKnight Wealth Management Group, LLC 0.37% Add +0.9% 42,809 $2.5M
Columbus Macro, LLC 0.33% Reduce -0.2% 42,582 $2.5M
Hedges Asset Management LLC 1.65% No change 42,300 $2.5M
Aptus Capital Advisors, LLC 0.03% Add +2.7% 42,158 $2.5M
Natural Investments, LLC 0.70% Reduce -13.2% 41,209 $2.5M
SkyOak Wealth, LLC 0.54% Reduce -1.3% 41,114 $2.4M
Florida Trust Wealth Management Co 0.08% Reduce -2.6% 41,104 $2.4M
Anchor Investment Management, LLC 0.23% Add +0.0% 40,875 $2.4M
BTC Capital Management, Inc. 0.22% Add +7.6% 40,837 $2.4M
SCS Capital Management LLC 0.03% New 40,649 $2.4M
Arvest Bank Trust Division 0.15% Reduce -2.2% 40,069 $2.4M
Cardinal Capital Management 0.37% Add +0.4% 39,953 $2.4M
Timber Creek Capital Management LLC 0.63% Add +0.6% 39,840 $2.4M
Forte Capital LLC 0.28% Reduce -0.1% 39,834 $2.4M
Caprock Group, LLC 0.07% Add +13.8% 39,725 $2.4M
Vident Advisory, LLC 0.03% Add +46.0% 39,581 $2.4M
Regatta Capital Group, LLC 0.46% Add +1.9% 39,573 $2.4M
Pinnacle Associates Ltd. 0.03% Add +4.0% 39,466 $2.4M
Optimist Retirement Group LLC 1.17% Add +1.8% 39,332 $2.3M
Synovus Financial Corp. 0.03% Add +88.1% 38,444 $2.3M
Advisors Asset Management, Inc. 0.04% Reduce -1.9% 38,327 $2.3M
Greenwood Capital Associates LLC 0.30% Add +9.3% 37,940 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -7.2% 37,789 $2.3M
Callahan Advisors, LLC 0.21% Reduce -18.4% 37,600 $2.2M
Mgo One Seven LLC 0.09% Reduce -2.8% 37,462 $2.2M
William Blair Investment Management, LLC 0.01% Add +115.1% 37,398 $2.2M
Peapack Gladstone Financial Corp. 0.03% Reduce -6.5% 37,336 $2.2M
Klein Pavlis & Peasley Financial, Inc. 1.60% New 37,300 $2.2M
Pathway Financial Advisers, LLC 0.76% Add +1.0% 37,083 $2.2M
Perpetual Ltd 0.03% Reduce -10.6% 36,909 $2.2M
Martin Capital Partners, LLC 2.61% Reduce -0.0% 36,697 $2.2M
Eastern Bank 0.04% Reduce -10.4% 36,676 $2.2M
Financial Gravity Asset Management, Inc. 0.47% — 36,114 $2.2M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.6% 36,107 $2.2M
State Street Corp. 0.00% No change 36,017 $2.1M
Ritholtz Wealth Management 0.06% Reduce -20.1% 35,971 $2.1M
Principal Securities, Inc. 0.05% No change 37,759 $2.1M
Trust Co. of Vermont 0.11% Add +0.5% 35,729 $2.1M
Blueshift Asset Management, LLC 0.84% New 35,594 $2.1M
Sequoia Financial Advisors, LLC 0.02% Add +41.0% 35,494 $2.1M
Three Bridge Wealth Advisors, LLC 0.73% Add +2.1% 35,462 $2.1M
AQR Capital Management 0.00% Add +4.8% 35,007 $2.1M
Bard Financial Services, Inc. 0.25% Reduce -1.9% 33,800 $2.0M
Pacifica Partners Inc. 0.92% Reduce -0.6% 32,165 $2.0M
Invesco Ltd. 0.00% Reduce -23.8% 33,560 $2.0M
Auxano Advisors, LLC 0.53% Add +8.7% 33,516 $2.0M
Earnest Partners LLC 0.01% Reduce -12.2% 33,367 $2.0M
Americana Partners, LLC 0.08% Add +0.8% 33,334 $2.0M
Westhampton Capital, LLC 1.08% Reduce -3.2% 33,269 $2.0M
Quadcap Wealth Management, LLC 0.29% Reduce -1.1% 33,099 $2.0M
Aviso Financial Inc. 0.10% Reduce -0.6% 32,985 $2.0M
Parsons Capital Management Inc. 0.11% Reduce -0.1% 32,763 $2.0M
Apollon Wealth Management, LLC 0.04% Reduce -20.0% 32,466 $1.9M
Ancora Advisors LLC 0.04% Reduce -5.3% 32,296 $1.9M
Altman Advisors, Inc. 0.88% Add +3.1% 30,061 $1.9M
Compound Planning, Inc. 0.09% Add +10.2% 31,802 $1.9M
Beach Investment Counsel Inc. 0.28% Reduce -8.1% 31,752 $1.9M
Elevation Point Wealth Partners, LLC 0.16% Add +20.8% 31,559 $1.9M
Lester Murray Antman dba SimplyRich 0.54% Reduce -9.3% 31,531 $1.9M
Drexel Morgan & Co. 0.39% No change 31,372 $1.9M
Great Valley Advisor Group, Inc. 0.04% Reduce -61.7% 31,286 $1.9M
Game Plan Financial Advisors, LLC 1.05% New 31,152 $1.9M
Summit Securities Group LLC 1.28% New 30,950 $1.8M
B. Riley Wealth Advisors, Inc. 0.06% Add +50.6% 30,877 $1.8M
SevenBridge Financial Group, LLC 0.36% Reduce -27.0% 29,854 $1.8M
Qtron Investments LLC 0.27% No change 30,502 $1.8M
Inlet Private Wealth, LLC 0.47% No change 30,295 $1.8M
RBF Capital, LLC 0.11% No change 30,000 $1.8M
Arvest Investments, Inc. 0.28% Reduce -4.7% 29,771 $1.8M
Lineweaver Wealth Advisors, LLC 0.30% Add +9.5% 29,707 $1.8M
Delta Capital Management LLC 1.03% Reduce -1.0% 29,530 $1.8M
Catalyst Capital Advisors LLC 0.04% Add +39.2% 28,900 $1.7M
Diversify Wealth Management, LLC 0.13% Add +1.4% 27,154 $1.7M
Guardian Wealth Management, Inc. 1.14% Add +18.4% 28,744 $1.7M
ICW Investment Advisors LLC 0.69% Reduce -0.3% 28,645 $1.7M
Advisors Preferred, LLC 0.23% New 28,584 $1.7M
Gibbs Wealth Management 0.41% Add +3.3% 28,536 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -6.5% 28,493 $1.7M
Autumn Glory Partners, LLC 0.84% Add +1.6% 65,837 $1.7M
Pullen Investment Management, LLC 1.07% Add +2.3% 28,341 $1.7M
Schechter Investment Advisors, LLC 0.14% Reduce -6.1% 27,926 $1.7M
Merit Financial Group, LLC 0.02% Add +94.0% 27,789 $1.7M
Susquehanna International Group, LLP 0.00% Add +6.8% 27,720 $1.7M
Voya Financial Advisors, Inc. 0.18% Add +3.3% 27,771 $1.6M
Choate Investment Advisors 0.04% Reduce -17.3% 27,084 $1.6M
Vestmark Advisory Solutions, Inc. 0.04% Add +57.0% 26,816 $1.6M
FSB Premier Wealth Management, Inc. 0.62% Add +52.9% 26,778 $1.6M
MAI Capital Management 0.01% Reduce -2.6% 26,687 $1.6M
Narwhal Capital Management 0.14% Reduce -0.0% 26,181 $1.6M
Capstone Financial Advisors, Inc. 0.10% Add +0.8% 26,084 $1.6M
Ceera Investments, LLC 0.53% Reduce -0.4% 25,990 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +39.0% 25,810 $1.5M
Intrust Bank NA 0.15% Add +1.9% 25,747 $1.5M
Tectonic Advisors LLC 0.10% Reduce -9.9% 25,710 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -11.2% 25,403 $1.5M
1832 Asset Management L.P. 0.00% Reduce -20.8% 25,362 $1.5M
Aviance Capital Partners, LLC 0.21% Reduce -3.6% 25,350 $1.5M
Benjamin Edwards Inc. 0.02% Add +7.5% 25,257 $1.5M
U.S. Capital Wealth Advisors, LLC 0.05% Add +257.8% 25,183 $1.5M
Alliance Wealth Advisors, LLC 0.39% Reduce -5.5% 25,171 $1.5M
Parallel Advisors, LLC 0.03% Add +8.0% 25,125 $1.5M
Henshaw Capital LLC 0.06% Add +45.7% 24,731 $1.5M
Abundance Wealth Counselors 0.31% Add +15.0% 25,183 $1.5M
Ellevest, Inc. 0.10% Reduce -14.9% 24,661 $1.5M
Long Run Wealth Advisors, LLC 0.33% Add +12.1% 24,554 $1.5M
Nia Impact Advisors, LLC 0.53% Reduce -0.7% 24,000 $1.4M
Hurley Capital, LLC 1.08% New 23,942 $1.4M
Dodge & Cox 0.00% No change 23,900 $1.4M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -2.8% 23,590 $1.4M
Rodgers Brothers Inc. 0.19% Add +6.1% 23,417 $1.4M
OneDigital Investment Advisors LLC 0.02% Reduce -19.7% 23,410 $1.4M
Semmax Financial Advisors Inc. 0.37% Add +1.5% 21,755 $1.4M
GoalVest Advisory LLC 0.37% Add +20.7% 22,515 $1.3M
Optiver Holding B.V. 0.05% New 22,301 $1.3M
Pacer Advisors, Inc. 0.00% Add +4.3% 22,267 $1.3M
Pinion Investment Advisors, LLC 0.29% Add +139.4% 22,142 $1.3M
Shelton Capital Management 0.03% Add +96.3% 22,080 $1.3M
Vontobel Holding Ltd. 0.00% Add +25.2% 22,069 $1.3M
Keystone Financial Group 0.13% Add +0.8% 22,040 $1.3M
W1M Asset Management Ltd 0.11% Reduce -46.6% 21,954 $1.3M
Thoroughbred Financial Services, LLC 0.08% Reduce -3.5% 21,845 $1.3M
Fox Run Management, L.L.C. 0.20% Add +15.4% 21,651 $1.3M
Kimelman & Baird, LLC 0.11% No change 21,610 $1.3M
DRW Securities, LLC 0.11% Reduce -61.6% 21,541 $1.3M
SBI Securities Co., Ltd. 0.04% Add +0.8% 21,492 $1.3M
Creegan & Nassoura Financial Group, LLC 0.85% Reduce -0.1% 21,463 $1.3M
Financial Counselors Inc. 0.02% Add +0.1% 21,408 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -6.5% 21,391 $1.3M
Legacy Capital Group California, Inc. 0.44% Add +7.0% 21,326 $1.3M
Syon Capital LLC 0.10% Reduce -5.4% 20,814 $1.2M
HF Advisory Group, LLC 0.54% Add +16.1% 20,796 $1.2M
Ballentine Partners, LLC 0.02% Add +3.2% 20,678 $1.2M
Whittier Trust Co. 0.02% Reduce -17.9% 20,348 $1.2M
Ativo Capital Management LLC 1.03% Reduce -0.9% 20,287 $1.2M
Radnor Capital Management, LLC 0.20% No change 20,261 $1.2M
Jeppson Wealth Management, LLC 0.44% Reduce -5.3% 20,133 $1.2M
Guggenheim Capital LLC 0.01% Reduce -2.1% 20,108 $1.2M
Eley Financial Management, Inc 0.48% Add +0.7% 20,076 $1.2M
Commerce Bank 0.01% Reduce -3.9% 19,890 $1.2M
Bridgewater Associates 0.01% Add +155.9% 19,859 $1.2M
GWN Securities Inc. 0.07% New 19,533 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +1.0% 19,852 $1.2M
TrueMark Investments, LLC 0.31% New 19,792 $1.2M
Unique Wealth Strategies, LLC 0.53% Reduce -1.4% 19,606 $1.2M
Tower Bridge Advisors 0.13% No change 19,595 $1.2M
Aaron Wealth Advisors LLC 0.13% Add +3.2% 19,581 $1.2M
Thompson Siegel & Walmsley LLC 0.02% Add +1.9% 19,574 $1.2M
Allen Wealth Management, LLC 0.79% Reduce -0.8% 19,348 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +8.6% 19,244 $1.1M
Prospera Financial Services Inc 0.03% Add +8.7% 19,136 $1.1M
D.A. Davidson & Co. 0.01% Add +1.4% 19,093 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.52% Reduce -1.8% 18,800 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -0.4% 18,797 $1.1M
Chicago Capital, LLC 0.03% Add +115.7% 18,775 $1.1M
Chesapeake Asset Management LLC 1.06% Reduce -4.4% 18,742 $1.1M
HM Payson & Co. 0.02% Reduce -38.3% 18,526 $1.1M
Waldron Private Wealth LLC 0.05% Reduce -16.0% 18,508 $1.1M
Huntington National Bank 0.01% Reduce -8.0% 18,439 $1.1M
Bollard Group LLC 0.03% Reduce -15.4% 18,344 $1.1M
Virtu Financial LLC 0.06% Add +29.4% 18,311 $1.1M
Sigma Planning Corp 0.03% Reduce -7.9% 18,259 $1.1M
Northstar Group, Inc. 0.18% Reduce -3.0% 18,170 $1.1M
Axxcess Wealth Management, LLC 0.03% Add +25.2% 18,130 $1.1M
Dynamic Technology Lab Private Ltd 0.16% Add +75.2% 18,122 $1.1M
Weatherly Asset Management L. P. 0.10% Reduce -0.5% 18,044 $1.1M
Arjuna Capital 0.30% Reduce -2.7% 17,975 $1.1M
Marietta Investment Partners LLC 0.26% Reduce -0.1% 17,971 $1.1M
Blue Trust, Inc. 0.01% Add +30.8% 17,715 $1.1M
Evergreen Capital Management LLC 0.04% Add +2.6% 17,680 $1.1M
Meriwether Wealth & Planning, LLC 0.69% Add +13.8% 17,676 $1.1M
First Affirmative Financial Network 0.64% Reduce -5.0% 17,626 $1.0M
Bridgewater Advisors Inc. 0.09% Reduce -11.5% 16,619 $1.0M
Baker Tilly Wealth Management, LLC 0.41% Add +53.5% 17,589 $1.0M
Evelyn Partners Investment Management LLP 0.03% No change 17,340 $1.0M
Columbia Asset Management 0.21% Reduce -5.1% 17,335 $1.0M
Pitcairn Co. 0.06% Add +5.0% 17,113 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +1.0% 17,037 $1.0M
Hilltop Holdings Inc. 0.06% Add +0.3% 17,028 $1.0M
Legacy Capital Wealth Partners, LLC 0.25% Add +8.2% 17,023 $1.0M
Alliancebernstein L.P. 0.00% Reduce -99.5% 17,001 $1.0M
Robertson Stephens Wealth Management, LLC 0.04% Add +2.9% 16,988 $1.0M
Exchange Capital Management, Inc. 0.16% Add +4.7% 16,965 $1.0M
Wynn Capital, LLC 0.60% Add +1.5% 16,845 $1.0M
Leisure Capital Management 0.41% Add +6.5% 16,760 $998K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -20.5% 16,751 $998K
First Pacific Financial 0.20% Reduce -2.1% 16,657 $992K
NorthCoast Asset Management LLC 0.01% Add +19.0% 16,650 $991K
Salvus Wealth Management, LLC 0.62% Add +3.1% 16,595 $988K
Lido Advisors, LLC 0.01% Add +15.6% 16,583 $988K
River Wealth Advisors LLC 0.14% Reduce -13.2% 16,570 $987K
Curbstone Financial Management Corp 0.21% Reduce -1.2% 16,528 $984K
Hanson & Doremus Investment Management 0.14% Add +92.2% 16,474 $981K
Marks Group Wealth Management, Inc 0.09% Reduce -3.4% 16,429 $978K
Retirement Guys Formula LLC 0.49% Add +20.1% 16,414 $977K
J.W. Cole Advisors, Inc. 0.03% Add +29.6% 16,338 $973K
Legacy Financial Advisors, Inc. 0.16% Add +0.8% 16,306 $971K
Hennion & Walsh Asset Management, Inc. 0.04% Add +37.3% 16,265 $969K
LCM Capital Management Inc 0.57% Add +2.0% 16,258 $968K
Hohimer Wealth Management, LLC 0.19% New 16,253 $968K
Essex Financial Services, Inc. 0.07% Add +1.0% 16,246 $967K
Greenleaf Trust 0.01% Add +0.9% 16,242 $967K
Spire Wealth Management 0.03% Add +3.6% 16,063 $957K
Great Lakes Retirement, Inc. 0.12% Reduce -1.9% 15,987 $952K
Janus Henderson Group PLC 0.00% Reduce -10.5% 15,922 $942K
Bailard, Inc. 0.02% Reduce -0.0% 15,634 $931K
Callan Family Office, LLC 0.07% Reduce -24.1% 15,438 $919K
Applied Finance Capital Management, LLC 0.07% Add +20.6% 15,435 $919K
Twin City Private Wealth, LLC 0.81% Reduce -2.7% 15,381 $916K
Smart Money Group LLC 0.31% Add +31.6% 15,348 $914K
Thrivent Financial for Lutherans 0.00% Reduce -18.8% 15,645 $913K
Larson Financial Group LLC 0.04% Reduce -20.4% 15,328 $913K
44 Wealth Management LLC 0.34% Add +75.6% 15,255 $908K
Geneos Wealth Management Inc. 0.03% Add +24.7% 15,108 $900K
Banco Santander, S.A. 0.01% Add +70.6% 15,030 $895K
FORA Capital, LLC 0.09% Add +67.9% 15,008 $894K
Integrated Wealth Concepts LLC 0.01% Reduce -7.2% 14,899 $887K
Murphy Pohlad Asset Management LLC 0.37% No change 14,750 $878K
EP Wealth Advisors, LLC 0.01% Reduce -5.1% 14,677 $874K
Raelipskie Partnership 0.45% Reduce -2.9% 14,638 $872K
Ieq Capital, LLC 0.01% Add +5.0% 14,637 $872K
Empire Financial Management Company, LLC 0.27% Reduce -42.5% 14,546 $866K
Hartford Funds Management Co LLC 0.08% Add +2.4% 14,497 $863K
BCGM Wealth Management, LLC 0.26% Add +9.3% 14,407 $858K
Joel Isaacson & Co., LLC 0.04% Add +4.0% 14,392 $857K
Modern Wealth Management, LLC 0.03% Add +5.8% 14,389 $857K
Strategic Global Advisors, LLC 0.17% Add +29.2% 14,366 $855K
Stonegate Investment Group, LLC 0.02% Add +69.7% 14,282 $850K
Valeo Financial Advisors, LLC 0.02% Add +0.3% 14,276 $850K
Raab & Moskowitz Asset Management LLC 0.21% Reduce -1.1% 14,249 $849K
Berkeley Capital Partners, LLC 0.23% Add +0.1% 14,140 $842K
Welch & Forbes LLC 0.01% Reduce -2.9% 14,006 $834K
Value Partners Investments Inc. 0.07% Add +56.7% 13,958 $832K
Highland Capital Management, LLC 0.05% Reduce -6.7% 13,936 $830K
Bank of Nova Scotia Trust Co. 0.09% Reduce -33.8% 13,825 $823K
Potentia Wealth 0.39% No change 13,816 $823K
Dearborn Partners LLC 0.04% Reduce -2.5% 13,808 $822K
Summit Global Investments 0.06% Reduce -77.3% 13,792 $821K
BIP Wealth, LLC 0.05% Add +0.0% 13,785 $821K
Excalibur Management Corp. 0.32% Add +0.1% 13,741 $818K
Future Fund LLC 1.05% New 13,709 $816K
North Star Investment Management Corp. 0.06% No change 13,602 $810K
Savant Capital, LLC 0.01% Reduce -24.2% 13,594 $810K
Capital Investment Advisory Services, LLC 0.07% Reduce -4.0% 13,460 $802K
Mengis Capital Management, Inc. 0.17% Reduce -1.1% 13,412 $799K
Confluence Investment Management LLC 0.01% Add +5.5% 13,329 $794K
PAX Financial Group, LLC 0.14% Reduce -0.2% 13,283 $791K
First Bank & Trust 0.15% Reduce -4.3% 13,269 $790K
Fayez Sarofim & Co 0.00% No change 13,237 $788K
BKM Wealth Management, LLC 0.32% Add +5.5% 13,171 $784K
GAMMA Investing LLC 0.06% Add +24.0% 13,127 $782K
Northeast Investment Management 0.04% Reduce -1.8% 13,092 $780K
Aberdeen Wealth Management LLC 0.54% Add +0.0% 13,078 $779K
Crux Wealth Advisors 0.40% Add +97.2% 13,024 $776K
Boit C F David 0.39% No change 13,000 $774K
Israel Discount Bank of New York 0.59% Reduce -15.9% 12,879 $767K
Ascentis Independent Advisors 0.15% Add +22.2% 12,831 $764K
Smartleaf Asset Management LLC 0.07% Add +8.6% 12,836 $760K
Keystone Financial Services 0.29% Add +4.3% 12,691 $756K
Bridges Investment Management Inc. 0.01% No change 12,690 $756K
Roundview Capital LLC 0.05% Reduce -2.6% 12,657 $754K
Level Four Advisory Services, LLC 0.03% Add +11.8% 12,649 $753K
HighPoint Advisor Group LLC 0.04% Add +27.0% 11,683 $738K
XTX Topco Ltd 0.04% Reduce -82.4% 12,334 $734K
FLC Capital Advisors 0.16% No change 12,299 $732K
Banco de Sabadell, S.A 0.56% Add +0.7% 12,295 $732K
Garrett Wealth Advisory Group, LLC 0.16% Add +5.9% 12,287 $732K
Phraction Management LLC 0.26% No change 12,280 $731K
Liberty One Investment Management, LLC 0.07% Reduce -2.1% 12,269 $731K
Navellier & Associates Inc. 0.10% No change 11,492 $729K
Drucker Wealth 3.0, LLC 0.16% Reduce -16.3% 12,248 $729K
Silvercrest Asset Management Group LLC 0.01% Add +3.3% 12,224 $728K
Brooklyn Investment Group 0.16% Add +496.9% 12,140 $723K
Transcend Capital Advisors, LLC 0.05% Add +4.9% 12,045 $717K
Coldstream Capital Management Inc. 0.02% Reduce -30.3% 12,042 $717K
Focus Partners Advisor Solutions, LLC 0.01% Add +60.0% 11,968 $713K
Wealthspire Advisors, LLC 0.00% Reduce -18.3% 11,943 $711K
Fifth Third Bancorp 0.00% Reduce -6.7% 11,731 $699K
Sandy Cove Advisors, LLC 0.28% Add +2.6% 11,661 $694K
Forum Financial Management, LP 0.01% Reduce -0.7% 11,645 $693K
Global View Capital Management LLC 0.25% Reduce -12.4% 11,606 $691K
Mezzasalma Advisors, LLC 0.24% Reduce -1.1% 11,524 $686K
IHT Wealth Management, LLC 0.02% Add +0.3% 11,518 $686K
Mission Wealth Management, LP 0.02% Add +1.4% 11,497 $685K
Callan Capital, LLC 0.05% Add +29.2% 11,453 $682K
GAMCO Investors 0.01% Reduce -5.4% 11,347 $676K
Financial & Tax Architects, LLC 0.17% Add +9.8% 11,343 $675K
UMB Bank, n.a. 0.01% Add +13.0% 11,322 $674K
PFG Investments, LLC 0.04% Add +7.2% 11,286 $672K
Quotient Wealth Partners, LLC 0.02% Add +11.6% 11,255 $670K
Marcum Wealth, LLC 0.06% Add +7.2% 11,230 $669K
Diversify Advisory Services, LLC 0.04% Add +0.3% 10,536 $665K
Everstar Asset Management, LLC 0.44% Add +56.4% 11,164 $665K
Versant Capital Management, Inc 0.11% Add +1022.6% 11,159 $665K
Manchester Capital Management LLC 0.08% No change 11,142 $664K
Cerro Pacific Wealth Advisors LLC 0.21% Add +1.3% 11,603 $658K
PDS Planning, Inc 0.05% Add +17.3% 10,923 $650K
Leavell Investment Management, Inc. 0.03% No change 10,832 $645K
Aprio Wealth Management, LLC 0.08% Add +23.3% 10,820 $644K
Rathbones Group PLC 0.00% No change 10,768 $641K
Welch Group, LLC 0.03% Reduce -98.8% 10,747 $636K
Tiaa Trust, National Association 0.00% Reduce -0.5% 10,663 $635K
Walleye Capital LLC 0.01% Reduce -64.8% 10,656 $635K
Cozad Asset Management Inc. 0.06% No change 10,651 $634K
Cadence Bank 0.05% Reduce -24.9% 10,650 $634K
Brown Brothers Harriman & Co. 0.00% Add +0.5% 10,553 $628K
Ignite Planners, LLC 0.12% Add +0.1% 9,891 $623K
TD Private Client Wealth LLC 0.02% Reduce -34.1% 10,442 $622K
Colonial Trust Co / SC 0.10% Add +3.3% 10,420 $621K
Jefferies Financial Group Inc. 0.01% New 10,326 $615K
Nuveen, LLC 0.00% — 10,290 $613K
Old National Bancorp 0.02% Reduce -31.2% 10,268 $611K
Physicians Financial Services, Inc. 0.19% Reduce -2.4% 10,248 $610K
Tranquilli Financial Advisor LLC 0.39% Add +2.9% 10,241 $610K
Old North State Trust, LLC 0.39% No change 10,728 $608K
Glenview Trust Co 0.01% Reduce -0.1% 10,164 $605K
Brighton Jones LLC 0.02% Reduce -4.1% 10,137 $604K
Breakwater Capital Group 0.11% Add +49.8% 10,066 $599K
Corient IA LP 0.42% — 10,000 $596K
Range Financial Group LLC 0.26% Reduce -2.2% 9,992 $595K
Flputnam Investment Management Co. 0.01% Reduce -17.6% 9,987 $595K
Ausdal Financial Partners, Inc. 0.04% Reduce -0.5% 9,906 $590K
CW Advisors, LLC 0.01% Add +121.6% 9,935 $590K
Bar Harbor Wealth Management 0.04% Reduce -80.6% 9,854 $587K
Sagespring Wealth Partners, LLC 0.01% Add +25.3% 9,767 $582K
Lanark Financial, Inc. 0.05% — 9,745 $580K
Haven Private, LLC 0.33% Add +22.4% 9,721 $579K
DecisionMap Wealth Management, LLC 0.44% Add +8.3% 9,681 $576K
Centaurus Financial, Inc. 0.03% Add +10.3% 9,623 $573K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -26.3% 9,590 $571K
Beverly Hills Private Wealth, LLC 0.11% Add +0.8% 9,548 $569K
Jacobi Capital Management LLC 0.04% Add +7.1% 9,520 $567K
Perigon Wealth Management, LLC 0.01% Reduce -8.4% 9,508 $566K
Marex Group Ltd 0.01% New 9,465 $564K
Wealth Alliance, LLC 0.07% Add +2.7% 9,449 $563K
Douglass Winthrop Advisors, LLC 0.01% Reduce -7.4% 9,440 $562K
West Family Investments, Inc. 0.21% Add +0.9% 9,414 $561K
OneAscent Investment Solutions LLC 0.66% — 9,396 $560K
Independence Bank of Kentucky 0.09% Reduce -1.1% 9,377 $558K
Brucke Financial, Inc. 0.48% Reduce -0.9% 8,748 $556K
Malaga Cove Capital, LLC 0.24% Add +2.7% 9,322 $555K
Private Trust Co. NA 0.06% Add +0.6% 9,305 $554K
Bond & Devick Financial Network, Inc. 0.20% Add +0.3% 9,289 $553K
Novem Group 0.08% Add +32.6% 9,287 $553K
Sage Rhino Capital LLC 0.13% Add +1.3% 9,241 $550K
Peregrine Asset Advisers, Inc. 0.20% Reduce -4.2% 9,175 $546K
Cordatus Wealth Management LLC 0.15% Add +21.5% 9,138 $544K
Insigneo Advisory Services, LLC 0.06% Reduce -43.0% 9,118 $543K
Dana Investment Advisors, Inc. 0.02% Add +0.7% 9,075 $540K
Wescott Financial Advisory Group, LLC 0.06% No change 9,032 $538K
Boston Trust Walden Corp 0.00% Reduce -0.7% 8,970 $534K
Riverwater Partners LLC 0.27% Reduce -3.1% 8,961 $534K
Powers Advisory Group, LLC 0.25% Reduce -5.1% 8,914 $531K
Kingsview Wealth Management, LLC 0.01% Reduce -1.5% 8,880 $529K
Strive Asset Management, LLC 0.37% Reduce -6.9% 8,875 $529K
Principle Wealth Partners LLC 0.04% No change 8,874 $528K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.4% 8,769 $522K
Phillips Wealth Planners LLC 0.55% Reduce -6.4% 8,398 $520K
RS Crum Inc. 0.14% No change 8,725 $520K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -47.6% 8,657 $516K
Thomasville National Bank 0.04% Reduce -6.7% 8,622 $513K
Gallacher Capital Management LLC 0.25% Add +11.3% 8,535 $508K
Country Club Bank 0.03% Add +0.6% 8,586 $508K
Cullen/Frost Bankers, Inc. 0.01% Add +18.4% 8,512 $507K
Garner Asset Management Corp 0.22% Reduce -26.9% 8,495 $506K
Two Sigma Securities, LLC 0.08% Add +0.8% 8,494 $506K
Beutel, Goodman & Co Ltd. 0.00% Add +4.4% 8,365 $498K
Ransom Advisory, Ltd 0.25% Reduce -2.3% 8,333 $496K
Ascent Group, LLC 0.02% New 8,270 $492K
Hunter Associates Investment Management LLC 0.08% No change 8,250 $492K
Simon Quick Advisors, LLC 0.03% Reduce -3.6% 8,258 $492K
Spinnaker Trust 0.03% No change 8,255 $492K
Sivia Capital Partners, LLC 0.23% Add +4.0% 8,189 $488K
Clarius Group, LLC 0.03% Add +2.7% 8,070 $481K
Twelve Points Wealth Management LLC 0.13% Reduce -0.8% 8,061 $480K
Woodmont Investment Counsel LLC 0.03% Add +1.5% 8,039 $479K
Allen Investment Management, LLC 0.01% No change 8,005 $477K
King Luther Capital Management Corp. 0.00% Reduce -11.6% 7,921 $472K
Octavia Wealth Advisors, LLC 0.06% Add +18.3% 7,905 $471K
Sowell Financial Services LLC 0.02% New 7,902 $471K
FourThought Financial Partners, LLC 0.05% Add +4.6% 7,889 $470K
Manske Wealth Management 0.18% Add +13.7% 7,868 $469K
Roman Butler Fullerton & Co. 0.18% Reduce -3.5% 7,521 $467K
Fulton Bank, N.A. 0.02% Reduce -2.4% 7,780 $463K
Rbo & Co. LLC 0.07% No change 7,769 $463K
Independent Advisor Alliance 0.02% Add +11.0% 7,768 $463K
Calydon Capital 0.09% No change 7,744 $461K
Icon Wealth Advisors, LLC 0.04% Reduce -8.5% 7,707 $459K
Tidal Investments LLC 0.00% Add +45.5% 7,654 $456K
Clifford Swan Investment Counsel LLC 0.02% Add +0.3% 7,649 $456K
Cohen Investment Advisors LLC 0.26% Add +0.9% 7,641 $455K
Court Place Advisors, LLC 0.15% No change 7,625 $454K
V-Square Quantitative Management LLC 0.07% No change 7,607 $453K
GTS Securities LLC 0.02% New 7,591 $452K
SouthState Bank Corp 0.02% Add +5.0% 7,579 $451K
WealthTrust Axiom LLC 0.14% Reduce -6.6% 7,573 $451K
Arkadios Wealth Advisors 0.02% Add +21.9% 7,530 $448K
Searle & Co. 0.13% No change 7,500 $447K
BSW Wealth Partners 0.07% Reduce -6.3% 7,473 $445K
Moloney Securities Asset Management, LLC 0.06% Reduce -11.7% 7,430 $442K
May Hill Capital, LLC 0.17% Add +41.8% 7,392 $440K
Hickory Asset Management, Inc. 0.39% Reduce -0.9% 7,324 $436K
Mane Global Capital Management LP 0.03% Add +15.9% 7,319 $436K
Gentry Private Wealth, LLC 0.35% New 7,238 $431K
ICONIQ Capital, LLC 0.01% Reduce -18.9% 7,217 $430K
Aspen Grove Capital, LLC 0.08% Add +1.5% 7,138 $425K
Cordgrass Capital Advisors, LLC 0.12% New 7,123 $424K
Breed's Hill Capital LLC 0.23% Reduce -0.3% 7,121 $424K
Rehmann Capital Advisory Group 0.03% Reduce -7.1% 7,120 $424K
Mather Group, Llc. 0.00% Add +4.8% 7,113 $424K
Stratos Wealth Partners, LTD. 0.01% Reduce -24.7% 7,101 $423K
Sound View Wealth Advisors Group, LLC 0.03% No change 7,073 $421K
Sound Income Strategies, LLC 0.02% Reduce -5.1% 7,071 $421K
Graypoint LLC 0.03% Reduce -0.0% 7,021 $418K
Fca Corp. 0.13% No change 7,000 $417K
Bedel Financial Consulting, Inc. 0.06% No change 6,490 $415K
Douglas Lane & Associates, LLC 0.01% Reduce -5.6% 6,916 $412K
Daymark Wealth Partners, LLC 0.02% Reduce -13.2% 6,911 $412K
Transamerica Financial Advisors, LLC 0.04% Add +46.1% 6,869 $410K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +19.6% 6,542 $407K
BridgePort Financial Solutions, LLC 0.18% Add +0.1% 6,830 $407K
Resonant Capital Advisors, LLC 0.03% Add +21.8% 6,764 $403K
Red Door Wealth Management, LLC 0.06% Reduce -33.8% 6,758 $402K
Beese Fulmer Investment Management, Inc. 0.03% Add +1.3% 6,739 $401K
Carnegie Investment Counsel 0.01% Reduce -3.5% 6,888 $399K
1900 Wealth Management LLC 0.03% Add +0.8% 6,675 $397K
Contravisory Investment Management, Inc. 0.08% Add +91.9% 6,656 $396K
O'Brien Greene & Co. Inc 0.13% No change 6,650 $396K
Bessemer Group Inc. 0.00% Add +164.6% 6,638 $395K
Ti-Trust, Inc. 0.26% No change 6,625 $395K
Parkside Financial Bank & Trust 0.05% Reduce -1.1% 6,609 $394K
Port Capital LLC 0.02% No change 6,500 $387K
Hancock Whitney Corp. 0.01% Add +26.0% 6,491 $387K
Lincoln Capital LLC 0.08% Reduce -6.9% 5,902 $386K
Tritonpoint Wealth, LLC 0.04% Reduce -27.6% 6,481 $386K
Griffith & Werner, Inc. 0.24% No change 6,473 $385K
Argonautica Private Wealth Management, Inc. 0.13% Add +13.6% 6,465 $385K
Maia Wealth LLC 0.09% Add +2.0% 6,176 $384K
First Horizon Advisors, Inc. 0.01% Reduce -1.7% 6,454 $384K
Valley National Advisers Inc. 0.07% Reduce -8.8% 6,454 $384K
Fort Washington Investment Advisors Inc. 0.00% Reduce -4.8% 6,399 $381K
Smithfield Trust Co 0.02% Reduce -3.9% 6,361 $381K
Cornerstone Wealth Group, LLC 0.03% Reduce -2.2% 6,366 $379K
GeoWealth Management, LLC 0.02% Reduce -17.2% 6,353 $378K
Good Steward Wealth Advisors,LLC 0.34% — 6,316 $376K
Freestone Capital Holdings, LLC 0.01% Reduce -4.7% 6,271 $373K
Fulcrum Capital LLC 0.08% Add +12.1% 6,258 $373K
Blake Schutter Theil Wealth Advisors, LLC 0.42% Add +0.2% 6,257 $373K
Pine Haven Investment Counsel, Inc 0.31% No change 6,243 $372K
Cetera Trust Company, N.A 0.24% No change 6,230 $371K
Crescent Grove Advisors, LLC 0.04% Add +0.1% 6,225 $371K
Schrum Private Wealth Management LLC 0.33% No change 6,223 $371K
Gryphon Financial Partners LLC 0.05% Add +10.1% 6,184 $368K
Foundations Investment Advisors, LLC 0.01% Reduce -12.9% 6,156 $367K
Diversified Trust Co. 0.01% Reduce -4.0% 6,106 $364K
Lindbrook Capital, LLC 0.03% Add +2.1% 6,099 $363K
Hazlett, Burt & Watson, Inc. 0.16% Reduce -8.2% 6,065 $363K
Optas, LLC 0.06% Reduce -17.3% 6,020 $358K
Phocas Financial Corp. 0.05% No change 6,000 $357K
Addison Advisors LLC 0.10% Add +0.8% 5,954 $355K
Certior Financial Group, LLC 0.29% Add +1.8% 5,947 $354K
Fielder Capital Group LLC 0.10% No change 5,921 $353K
CVA Family Office, LLC 0.05% No change 5,921 $353K
Probity Advisors, Inc. 0.07% No change 5,910 $352K
Bradley Foster & Sargent Inc. 0.01% No change 5,910 $352K
Tru Independence Asset Management 2, LLC 0.26% No change 5,886 $351K
Sky Investment Group LLC 0.07% Reduce -5.1% 5,875 $350K
Roberts Glore & Co. Inc. 0.11% No change 5,841 $348K
Farmers & Merchants Investments Inc. 0.01% Add +3.4% 5,840 $348K
HUB Investment Partners, LLC 0.01% Reduce -0.7% 5,817 $346K
Sabal Trust CO 0.02% Add +5.8% 5,745 $342K
Sterling Investment Advisors, Ltd. 0.08% Reduce -0.0% 5,725 $341K
Nilsine Partners, LLC 0.04% Reduce -3.0% 5,721 $341K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -1.4% 5,710 $340K
Tyler-Stone Wealth Management 0.06% Reduce -13.4% 5,696 $339K
Berry Wealth Group, LP 0.26% Add +41.4% 5,639 $336K
Atlas Brown,Inc. 0.12% Reduce -0.2% 5,639 $336K
Wedmont Private Capital 0.02% Add +3.8% 5,418 $335K
Diligent Investors, LLC 0.08% No change 5,619 $335K
Seeds Investor LLC 0.09% Reduce -8.6% 5,604 $334K
Harris Associates (Oakmark Funds) 0.00% New 5,500 $328K
FRG Family Wealth Advisors LLC 0.06% No change 5,485 $327K
Claro Advisors Inc. 0.04% Add +0.3% 5,469 $326K
Hexagon Capital Partners LLC 0.06% Add +10.4% 5,452 $325K
Traphagen Investment Advisors LLC 0.03% Add +0.3% 5,388 $321K
Sierra Ocean, LLC 0.25% Reduce -3.1% 5,383 $321K
Eagle Bay Advisors LLC 0.27% Reduce -5.5% 5,380 $320K
Kingswood Wealth Advisors, LLC 0.03% Reduce -6.4% 5,348 $318K
SPC Financial, Inc. 0.03% Add +1.5% 5,338 $318K
Lummis Asset Management, LP 0.22% New 5,000 $318K
Blue Barn Wealth, LLC 0.17% Reduce -0.9% 5,324 $317K
Franklin Street Advisors Inc. 0.02% No change 5,327 $317K
Mill Creek Capital Advisors, LLC 0.01% Add +1.9% 5,321 $317K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +28.1% 5,310 $316K
SeaCrest Wealth Management, LLC 0.04% Reduce -7.4% 5,273 $314K
Mitchell Sinkler & Starr 0.09% Reduce -11.8% 5,240 $312K
Absher Wealth Management, LLC 0.04% Add +6.5% 5,218 $311K
Good Life Advisors, LLC 0.02% Add +24.0% 5,218 $311K
Avantax Planning Partners, Inc. 0.01% Reduce -0.6% 5,192 $309K
Wallace Advisory Group, LLC 0.21% Add +2.5% 5,438 $308K
SageView Advisory Group, LLC 0.01% Reduce -16.6% 5,161 $307K
Borer Denton & Associates, Inc. 0.11% No change 5,155 $307K
Northwest Capital Management Inc 0.13% No change 5,146 $306K
Fermata Advisors, LLC 0.06% New 5,134 $306K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% No change 5,125 $305K
Kathmere Capital Management, LLC 0.03% Add +28.1% 5,119 $305K
Inscription Capital, LLC 0.05% — 6,073 $305K
Sage Investment Counsel LLC 0.39% Reduce -33.4% 5,100 $304K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -4.4% 5,099 $304K
Cable Hill Partners, LLC 0.03% Add +1.8% 4,748 $302K
Moneta Group Investment Advisors LLC 0.00% Add +11.8% 5,038 $300K
Platform Technology Partners 0.09% No change 5,021 $299K
Atlantic Union Bankshares Corp 0.02% Reduce -2.4% 4,975 $296K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +34.9% 4,974 $296K
Steinberg Asset Management LLC 0.24% Add +0.0% 4,962 $295K
Grove Bank & Trust 0.04% Add +7.7% 4,931 $294K
Legacy Private Trust Co. 0.02% Reduce -9.3% 4,921 $293K
Tacita Capital Inc 0.21% No change 4,900 $292K
Drive Wealth Management, LLC 0.07% Reduce -11.7% 4,900 $292K
Caldwell Trust Co 0.03% Reduce -0.9% 4,888 $291K
Intrua Financial, LLC 0.05% Add +0.3% 4,886 $291K
Hummer Financial Advisory Services Inc 0.23% Reduce -9.9% 4,860 $289K
Silverlake Wealth Management LLC 0.11% Reduce -7.5% 4,855 $289K
Graybill Wealth Management, LTD. 0.10% — 4,850 $289K
Penobscot Investment Management Company, Inc. 0.03% Reduce -1.9% 4,833 $288K
Fiduciary Financial Group, LLC 0.06% Reduce -1.0% 4,783 $287K
Fortress Private Ledger, LLC 0.16% New 4,803 $286K
Net Worth Advisory Group 0.09% Reduce -4.5% 4,794 $285K
Stock Yards Bank & Trust Co. 0.01% Add +0.9% 4,789 $285K
Freedom Investment Management, Inc. 0.02% Add +12.1% 4,776 $284K
Knightsbridge Asset Management, LLC 0.07% Reduce -6.0% 4,772 $284K
New York State Common Retirement Fund 0.00% Reduce -88.8% 4,751 $283K
Beacon Investment Advisory Services, Inc. 0.01% Add +10.5% 4,735 $282K
Essex Bank 0.07% Add +2.0% 4,719 $281K
Canandaigua National Bank & Trust Co. 0.03% Reduce -1.6% 4,707 $280K
AdvisorNet Financial, Inc 0.02% Add +2.2% 4,690 $279K
Summit Financial, LLC 0.01% Add +0.4% 4,674 $278K
Embree Financial Group 0.05% Add +0.5% 4,669 $278K
Delta Financial Advisors LLC 0.10% Add +0.1% 4,648 $277K
Empower Advisory Group, LLC 0.00% Add +3.5% 4,647 $277K
Schnieders Capital Management LLC 0.06% No change 4,638 $276K
Abel Hall, LLC 0.17% New 4,621 $275K
Alhambra Investment Management LLC 0.14% Add +0.6% 4,611 $275K
Clear Harbor Asset Management, LLC 0.02% Add +2.3% 4,591 $273K
IFG Advisory, LLC 0.01% Reduce -1.5% 4,550 $271K
Marino, Stram & Associates LLC 0.06% No change 4,542 $270K
Augustine Asset Management Inc. 0.08% Reduce -0.2% 4,536 $270K
Carr Financial Group Corp 0.09% Add +0.2% 4,530 $270K
Financial Advocates Investment Management 0.02% Reduce -18.3% 4,524 $269K
Lafayette Investments, Inc. 0.06% No change 4,520 $269K
Keeley-Teton Advisors, LLC 0.03% No change 4,500 $268K
Frank, Rimerman Advisors LLC 0.02% Reduce -11.2% 4,477 $267K
Cromwell Holdings LLC 0.17% No change 4,445 $265K
Main Street Financial Solutions, LLC 0.02% New 4,440 $264K
Buffington Mohr McNeal 0.05% Reduce -85.3% 4,430 $264K
Traveka Wealth, LLC 0.15% Reduce -9.7% 4,421 $263K
Regal Investment Advisors LLC 0.02% Reduce -1.0% 4,420 $263K
Washington Trust Bank 0.03% New 4,400 $262K
Kuhn & Co Investment Counsel 0.22% No change 4,388 $261K
Five Oceans Advisors 0.12% No change 4,378 $261K
Fort Sheridan Advisors LLC 0.04% No change 4,355 $259K
WoodTrust Financial Corp 0.04% No change 4,350 $259K
Two Sigma Investments, LP 0.00% Reduce -97.5% 4,299 $256K
Arete Wealth Advisors, LLC 0.02% Reduce -5.7% 4,271 $254K
Eagle Strategies LLC 0.04% New 4,254 $253K
Fifth Third Wealth Advisors LLC 0.01% New 4,252 $253K
Keudell/Morrison Wealth Management 0.06% Add +11.3% 4,219 $251K
Moseley Investment Management Inc. 0.10% Add +0.1% 4,208 $251K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -97.9% 4,201 $250K
Newman Dignan & Sheerar, Inc. 0.07% No change 4,200 $250K
Mayflower Financial Advisors, LLC 0.04% Reduce -2.2% 4,197 $250K
Great Diamond Partners, LLC 0.07% Reduce -3.3% 4,190 $250K
Broadwater Capital Management LLC 0.19% No change 4,150 $247K
New Wave Wealth Advisors LLC 0.11% Reduce -34.9% 4,123 $246K
Live Oak Private Wealth LLC 0.04% No change 4,119 $245K
Aurora Private Wealth, Inc. 0.20% Reduce -2.3% 4,107 $245K
Ameriflex Group, Inc. 0.10% Add +32.4% 4,099 $244K
Sepio Capital, LP 0.02% No change 4,096 $244K
Capital Advantage, Inc. 0.04% No change 4,268 $242K
Carret Asset Management, LLC 0.03% No change 4,044 $241K
Claris Advisors, LLC / Mo / 0.09% No change 4,042 $241K
Rwa Wealth Partners, LLC 0.00% New 4,023 $240K
Cottonwood Capital Advisors, LLC 0.18% Add +7.8% 4,013 $239K
Birch Hill Investment Advisors LLC 0.01% Reduce -33.5% 4,000 $238K
Scientech Research LLC 0.06% New 3,996 $238K
Fiduciary Group, LLC 0.02% Reduce -3.4% 3,995 $238K
Wealthstream Advisors, Inc. 0.04% Reduce -2.8% 3,992 $238K
Cannell & Spears LLC 0.01% No change 3,987 $237K
Rosenberg Matthew Hamilton 0.06% Add +20.5% 3,972 $237K
Tradition Wealth Management, LLC 0.02% No change 3,958 $236K
RD Lewis Holdings, Inc. 0.26% Reduce -6.2% 3,681 $234K
Oregon Pacific Wealth Management, LLC 0.23% Reduce -45.7% 3,910 $233K
Cornerstone Wealth Management, LLC 0.02% New 3,907 $233K
Armstrong, Fleming & Moore, Inc 0.28% New 3,890 $232K
Sage Mountain Advisors LLC 0.02% Add +6.7% 3,888 $232K
S.A. Mason LLC 0.12% No change 3,883 $231K
Paragon Private Wealth Management, LLC 0.11% Reduce -3.2% 3,873 $231K
LMR Partners LLP 0.01% New 3,863 $230K
Wedbush Securities Inc. 0.01% Add +0.2% 3,856 $230K
Riverview Trust Co 0.23% No change 3,849 $229K
Toronto Dominion Bank 0.00% Reduce -4.4% 3,840 $229K
Somerville Kurt F 0.04% Reduce -1.4% 3,837 $228K
Wellington Shields & Co., LLC 0.07% Reduce -11.6% 3,812 $227K
Pinnacle Financial Partners Inc 0.00% Add +0.5% 3,803 $226K
Certuity, LLC 0.02% Reduce -4.3% 3,767 $224K
Opes Wealth Management LLC 0.05% Reduce -0.2% 3,761 $224K
Azimuth Capital Investment Management LLC 0.01% No change 3,735 $222K
United Community Bank 0.08% No change 3,730 $222K
Csenge Advisory Group 0.01% New 3,461 $221K
Brookstone Capital Management 0.00% New 3,706 $221K
Capital Analysts, LLC 0.01% Add +0.5% 3,692 $220K
Tradewinds, LLC. 0.06% Add +8.4% 3,694 $220K
Frisch Financial Group, Inc. 0.06% Add +1.0% 3,685 $219K
Proficio Capital Partners LLC 0.02% Reduce -0.7% 3,673 $219K
HBK Sorce Advisory LLC 0.01% Add +3.2% 3,657 $218K
Cypress Wealth Services, LLC 0.04% Reduce -0.8% 3,656 $218K
Comprehensive Money Management Services LLC 0.18% New 3,655 $218K
Flagship Harbor Advisors, LLC 0.01% Add +0.8% 3,649 $217K
Gladstone Institutional Advisory LLC 0.01% New 3,648 $217K
Sittner & Nelson, LLC 0.09% Reduce -0.8% 3,609 $215K
Atlantic Edge Private Wealth Management, LLC 0.07% Add +0.0% 3,589 $214K
New Republic Capital, LLC 0.09% Reduce -14.2% 3,576 $213K
Nicolet Advisory Services, LLC 0.02% New 3,535 $212K
Oarsman Capital, Inc. 0.04% Reduce -14.8% 3,547 $211K
Kovack Advisors, Inc. 0.02% Add +0.2% 3,539 $211K
Trust Point Inc. 0.02% Reduce -16.5% 3,526 $210K
Boston Family Office LLC 0.01% New 3,511 $209K
Verity & Verity, LLC 0.02% New 3,500 $208K
Fourpath Capital Management, LLC 0.04% New 3,454 $206K
Bruce G. Allen Investments, LLC 0.16% Reduce -3.3% 3,396 $202K
Parvin Asset Management, LLC 0.23% No change 3,385 $202K
MMBG Investment Advisors Co. 0.02% New 3,381 $201K
Equitable Holdings, Inc. 0.00% New 3,369 $201K
Holderness Investments Co. 0.05% Reduce -14.2% 3,368 $201K
Foyston, Gordon & Payne Inc 0.05% New 3,366 $200K
WASHINGTON TRUST Co 0.01% No change 3,350 $199K
Loomis Sayles & Co. L P 0.00% Reduce -20.6% 3,341 $199K
Financial Network Wealth Advisors LLC 0.26% Add +68.9% 3,335 $199K
Harbour Investments, Inc. 0.01% Reduce -7.9% 3,327 $198K
State of Wyoming 0.03% New 3,290 $196K
Creative Financial Designs Inc. 0.02% Add +9.2% 3,239 $193K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,213 $191K
Binnacle Investments Inc 0.14% — 3,199 $191K
Delta Asset Management LLC 0.02% Add +0.9% 2,915 $174K
Cape Investment Advisory, Inc. 0.07% Add +12.9% 2,815 $168K
Evelyn Partners Investment Management (Europe) Ltd 0.06% No change 2,800 $167K
Old Second National Bank of Aurora 0.04% No change 2,636 $157K
Montag A & Associates Inc. 0.01% No change 2,600 $155K
HHM Wealth Advisors, LLC 0.02% Add +34.6% 2,587 $154K
Arax Advisory Partners 0.01% Add +120.4% 2,468 $147K
Compass Wealth Management LLC 0.04% No change 2,351 $140K
CX Institutional 0.01% New 2,276 $136K
Heritage Wealth Advisors 0.01% Reduce -21.7% 2,205 $131K
Chilton Capital Management LLC 0.01% No change 2,203 $131K
CI Investments Inc. 0.00% Reduce -3.8% 2,112 $126K
Global Trust Asset Management, LLC 0.07% No change 2,062 $123K
Sunbelt Securities, Inc. 0.01% Add +222.5% 1,977 $118K
Rothschild Investment LLC 0.01% Reduce -3.3% 1,953 $116K
Hara Capital LLC 0.08% No change 1,882 $112K
Johnson Financial Group, Inc. 0.01% Add +205.3% 1,859 $111K
Glen Eagle Advisors, LLC 0.02% No change 1,812 $108K
Thompson Investment Management, Inc. 0.02% Add +1.5% 1,776 $106K
Park Place Capital Corp 0.03% Reduce -17.7% 1,773 $106K
CENTRAL TRUST Co 0.00% Reduce -3.7% 1,740 $104K
Abound Financial, LLC 0.05% New 1,729 $103K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.9% 1,720 $102K
Hartford Financial Management Inc. 0.02% Reduce -2.1% 1,665 $99K
Physician Wealth Advisors, Inc. 0.02% Add +0.3% 1,632 $97K
Atlas Capital Advisors Inc. 0.01% No change 1,627 $97K
St Germain D J Co. Inc. 0.00% Reduce -41.0% 1,609 $96K
Greenline Partners, LLC 0.01% Add +56.3% 1,596 $95K
Cary Street Partners Investment Advisory LLC 0.05% Add +278.5% 1,586 $94K
Concord Wealth Partners 0.02% No change 1,574 $94K
Salem Investment Counselors Inc. 0.00% Reduce -0.1% 1,516 $90K
CoreCap Advisors, LLC 0.00% Reduce -23.7% 1,510 $90K
Heck Capital Advisors, LLC 0.01% No change 1,500 $89K
Evermay Wealth Management LLC 0.01% No change 1,485 $88K
GHP Investment Advisors, Inc. 0.00% No change 1,477 $88K
Washington Trust Advisors, Inc. 0.01% Reduce -67.2% 1,465 $87K
HBW Advisory Services LLC 0.01% Reduce -73.2% 1,447 $86K
Rossby Financial, LCC 0.04% New 1,344 $84K
Pingora Partners LLC 0.06% No change 1,392 $83K
Millstone Evans Group, LLC 0.06% Add +5.5% 1,381 $82K
Arlington Trust Co LLC 0.02% Reduce -59.1% 1,364 $81K
Continuum Advisory, LLC 0.01% Reduce -3.9% 1,281 $76K
West Branch Capital LLC 0.02% Add +0.1% 1,227 $73K
Field & Main Bank 0.03% No change 1,225 $73K
Harbor Investment Advisory, LLC 0.01% Reduce -0.3% 1,197 $71K
First United Bank & Trust 0.03% Add +42.4% 1,175 $70K
LRI Investments, LLC 0.01% Reduce -8.0% 1,145 $68K
LGT Financial Advisors LLC 0.20% No change 1,124 $67K
Westside Investment Management, Inc. 0.01% No change 1,123 $67K
Global Financial Private Client, LLC 0.02% No change 1,076 $64K
Flagship Wealth Advisors, LLC 0.03% No change 1,071 $64K
Opal Wealth Advisors, LLC 0.02% New 1,056 $63K
Colonial Trust Advisors 0.01% Reduce -12.5% 1,050 $63K
Olistico Wealth, LLC 0.04% No change 1,000 $60K
Missouri Trust & Investment Co 0.02% No change 1,000 $60K
Aventura Private Wealth, LLC 0.03% New 992 $59K
SOA Wealth Advisors, LLC. 0.01% Add +0.5% 950 $57K
Prestige Wealth Management Group LLC 0.01% No change 950 $57K
Whipplewood Advisors, LLC 0.03% Reduce -5.5% 896 $54K
Brown, Lisle/Cummings, Inc. 0.02% Add +5.5% 886 $53K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 882 $53K
Evelyn Partners Investment Management Services Ltd 0.01% No change 875 $52K
JFS Wealth Advisors, LLC 0.00% No change 828 $49K
Mb, Levis & Associates, LLC 0.02% No change 813 $48K
Financial Management Professionals, Inc. 0.01% Reduce -2.3% 773 $46K
Accredited Wealth Management, LLC 0.04% Add +0.3% 768 $46K
Avior Wealth Management, LLC 0.00% Reduce -93.3% 731 $44K
Atticus Wealth Management, LLC 0.01% No change 719 $43K
Boyd Watterson Asset Management LLC 0.01% No change 718 $43K
Group One Trading LLC 0.00% New 699 $42K
Mondrian Investment Partners LTD 0.00% Add +4.7% 691 $41K
Caldwell Sutter Capital, Inc. 0.02% No change 690 $41K
Evolution Advisers, Inc. 0.02% Reduce -1.0% 700 $41K
Murphy & Mullick Capital Management Corp 0.04% No change 688 $41K
Bogart Wealth, LLC 0.00% Add +0.5% 676 $40K
Oakworth Capital, Inc. 0.00% No change 664 $40K
Financial Perspectives, Inc 0.01% Add +0.2% 635 $38K
Richardson Financial Services Inc. 0.03% Add +209.0% 618 $37K
Webster Bank, N. A. 0.00% No change 617 $37K
Godsey & Gibb, Inc. 0.00% No change 600 $36K
Avalon Trust Co 0.00% Reduce -62.5% 600 $36K
Financial Avengers, Inc. 0.02% Add +0.5% 597 $36K
Country Trust Bank 0.00% Add +5.9% 596 $35K
Coastline Trust Co 0.00% Reduce -18.5% 580 $35K
TCTC Holdings, LLC 0.00% No change 556 $33K
Brentview Investment Management LLC 0.02% New 553 $33K
1620 Investment Advisors, Inc. 0.03% No change 545 $32K
Roble, Belko & Company, Inc 0.01% No change 530 $32K
American National Bank & Trust 0.00% Add +5.6% 528 $31K
NFSG Corp 0.01% Reduce -17.4% 525 $31K
City State Bank 0.01% No change 517 $31K
Red Tortoise LLC 0.02% No change 512 $30K
N.E.W. Advisory Services LLC 0.00% New 505 $30K
VSM Wealth Advisory, LLC 0.01% No change 500 $30K
BOK Financial Private Wealth, Inc. 0.00% Reduce -56.1% 500 $30K
Nisa Investment Advisors, LLC 0.00% New 500 $30K
Roxbury Financial LLC 0.03% Add +0.8% 513 $29K
Medallion Wealth Advisors, LLC 0.01% Reduce -41.1% 487 $29K
Vermillion Wealth Management, Inc. 0.01% Reduce -9.4% 473 $28K
Bangor Savings Bank 0.00% No change 469 $28K
Core Alternative Capital 0.01% Add +9.0% 436 $26K
McIlrath & Eck, LLC 0.00% Add +19.0% 426 $25K
Richards, Merrill & Peterson, Inc. 0.01% No change 423 $25K
Baillie Gifford & Co. 0.00% Add +4.0% 414 $25K
Golden State Wealth Management, LLC 0.00% Reduce -8.7% 411 $24K
Tortoise Investment Management, LLC 0.00% No change 411 $24K
Chelsea Counsel Co. 0.01% No change 400 $24K
Barrett & Company, Inc. 0.01% No change 400 $24K
Paradigm Asset Management Co. LLC 0.01% No change 400 $24K
Trust Co 0.00% No change 400 $24K
Hemington Wealth Management 0.00% No change 392 $23K
Wood Tarver Financial Group, LLC 0.01% No change 372 $22K
Park Square Financial Group, LLC 0.02% Add +115.0% 372 $22K
North Capital, Inc. 0.02% — 365 $22K
Asset Dedication, LLC 0.00% Add +66.8% 362 $22K
JNBA Financial Advisors 0.00% Reduce -15.3% 359 $21K
Citizens National Bank Trust Department 0.00% No change 358 $21K
Key Financial Inc 0.00% No change 339 $20K
Union Bancaire Privee, UBP SA 0.00% Reduce -51.7% 341 $20K
FSC Wealth Advisors, LLC 0.01% Add +0.9% 337 $20K
Wayfinding Financial, LLC 0.01% New 340 $20K
Cornerstone Planning Group LLC 0.00% Add +124.1% 307 $20K
Centricity Wealth Management, LLC 0.02% No change 329 $20K
Quintet Private Bank (Europe) S.A. 0.00% No change 325 $19K
GW&K Investment Management, LLC 0.00% No change 315 $19K
Kozak & Associates, Inc. 0.00% Add +0.7% 297 $18K
GPS Wealth Strategies Group, LLC 0.00% Add +81.2% 308 $18K
Smallwood Wealth Investment Management, LLC 0.01% New 300 $18K
Garde Capital, Inc. 0.00% New 300 $18K
Proathlete Wealth Management LLC 0.01% New 298 $18K
Wolff Wiese Magana LLC 0.01% New 293 $17K
American Capital Advisory, LLC 0.01% Reduce -98.7% 292 $17K
MCF Advisors LLC 0.00% Add +121.1% 283 $17K
Beacon Capital Management, LLC 0.00% Add +0.7% 278 $17K
Noble Wealth Management PBC 0.01% Reduce -26.0% 273 $16K
SRH Advisors, LLC 0.00% No change 267 $16K
S&T Bank 0.01% No change 260 $15K
Kestra Investment Management, LLC 0.00% Reduce -66.8% 251 $15K
Sterling Capital Management LLC 0.00% No change 246 $15K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 235 $14K
Private Wealth Asset Management, LLC 0.00% — 225 $13K
Rakuten Securities, Inc. 0.01% Add +1.4% 219 $13K
Highline Wealth Partners LLC 0.00% Add +97.3% 219 $13K
Crowley Wealth Management, Inc. 0.01% No change 218 $13K
Albion Financial Group 0.00% Reduce -47.9% 211 $13K
Bear Mountain Capital, Inc. 0.00% New 190 $12K
Future Financial Wealth Managment LLC 0.01% No change 200 $12K
Monetary Management Group Inc. 0.00% No change 200 $12K
Stonebridge Financial Group, LLC 0.00% Add +6.5% 196 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 190 $11K
Frazier Financial Advisors, LLC 0.01% No change 183 $11K
Towne Trust Company, N.A 0.00% No change 183 $11K
CGC Financial Services, LLC 0.00% No change 179 $11K
Legacy Wealth Managment, LLC 0.01% No change 175 $10K
Adirondack Trust Co. 0.00% No change 170 $10K
Clearstead Advisors, LLC 0.00% Reduce -1.7% 169 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 177 $10K
General Partner, Inc. 0.01% No change 167 $10K
WPG Advisers, LLC 0.01% Reduce -44.3% 162 $10K
BankPlus Trust Department 0.00% No change 160 $10K
New England Capital Financial Advisors LLC 0.00% Add +0.6% 158 $9K
Accent Capital Management, LLC 0.01% New 156 $9K
Archer Investment Corp 0.00% No change 150 $9K
Fairscale Capital, LLC 0.01% No change 145 $9K
REAP Financial Group, LLC 0.00% Add +260.0% 144 $9K
Bell Investment Advisors, Inc 0.00% No change 128 $8K
Hollencrest Capital Management 0.00% No change 128 $8K
Carolinas Wealth Consulting LLC 0.00% Add +9.7% 125 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 124 $7K
TFC Financial Management, Inc. 0.00% New 117 $7K
Tower View Wealth Management LLC 0.00% Reduce -16.1% 115 $7K
Center for Financial Planning, Inc. 0.00% No change 113 $7K
Atala Financial Inc 0.00% No change 110 $7K
True Wealth Design, LLC 0.00% Reduce -2.7% 107 $6K
TD Capital Management LLC 0.00% Add +58.2% 106 $6K
YANKCOM Partnership 0.00% New 102 $6K
AllSquare Wealth Management LLC 0.00% No change 100 $6K
Pflug Koory, 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
Rialto Wealth Management, LLC 0.00% No change 99 $6K
Nordwand Advisors, LLC 0.00% No change 96 $6K
Fourth Dimension Wealth, LLC 0.00% No change 93 $6K
Morton Brown Family Wealth, LLC 0.00% New 91 $5K
Valley Wealth Managers, Inc. 0.00% No change 90 $5K
First Command Advisory Services, Inc. 0.00% New 87 $5K
Blume Capital Management, Inc. 0.00% New 81 $5K
Nalls Sherbakoff Group, LLC 0.00% — 80 $5K
Holos Integrated Wealth LLC 0.00% No change 78 $5K
Redmont Wealth Advisors LLC 0.01% New 77 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 75 $4K
Minot DeBlois Advisors LLC 0.00% No change 73 $4K
HighMark Wealth Management LLC 0.00% No change 70 $4K
Pittenger & Anderson Inc. 0.00% Add +40.0% 70 $4K
Retirement Wealth Solutions LLC 0.00% No change 62 $4K
Investment Management Corp. /Va/ 0.00% No change 54 $3K
Hoey Investments, Inc. 0.00% No change 52 $3K
Western Pacific Wealth Management, LP 0.00% Add +2.0% 52 $3K
Dunhill Financial, LLC 0.00% Reduce -98.8% 51 $3K
Piscataqua Savings Bank 0.00% No change 50 $3K
Copeland Capital Management, LLC 0.00% No change 50 $3K
Laurel Wealth Advisors LLC 0.00% No change 44 $3K
New Millennium Group LLC 0.00% No change 44 $3K
Atwood & Palmer Inc. 0.00% Reduce -81.0% 42 $3K
Bayforest Capital Ltd 0.00% Reduce -85.8% 38 $2K
Iron Horse Wealth Management, LLC 0.00% No change 37 $2K
FSA Wealth Management LLC 0.00% No change 35 $2K
Covestor Ltd 0.00% Reduce -22.9% 27 $2K
Cohen & Steers, Inc. 0.00% No change 27 $2K
MPWM Advisory Solutions, LLC 0.00% No change 33 $2K
Darwin Wealth Management, LLC 0.00% No change 31 $2K
Gold Investment Management Ltd. 0.00% No change 25 $1K
Fairman Group, LLC 0.00% No change 26 $1K
Comprehensive Financial Planning, Inc. 0.00% No change 23 $1K
Abound Wealth Management 0.00% No change 21 $1K
Perkins Coie Trust Co 0.00% New 21 $1K
Curio Wealth, LLC 0.00% Reduce -95.5% 1 $1K
Transce3nd, LLC 0.00% No change 20 $1K
Perritt Capital Management Inc 0.00% New 19 $1K
WealthCollab, LLC 0.00% New 18 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 17 $1K
Quent Capital, LLC 0.00% No change 15 $893
Halbert Hargrove Global Advisors, LLC 0.00% New 14 $834
Copia Wealth Management 0.00% New 11 $655
Robbins Farley 0.00% No change 10 $596
Main Street Group, LTD 0.00% New 10 $556
High Note Wealth, LLC 0.00% New 9 $536
Raleigh Capital Management Inc. 0.00% Reduce -47.1% 9 $535
Bank of New Hampshire 0.00% No change 4 $238
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.7% 3 $179
Rise Advisors, LLC 0.00% Reduce -99.7% 2 $97

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