UnileverUL

13F holders, Q2 2025 (June 30)
1,184holders +8
88new positions
80sold out
9famous investors
$61.10avg. 13F price*

At the end of Q2 2025, 1,184 institutions reported holding Unilever PLC (UL) in their 13F filings, up 8 from Q1 2025. 88 opened new positions and 80 sold out. The largest holders were Wellington Management Group LLP ($1.9B), Fisher Asset Management ($1.3B) and GQG Partners LLC ($610.9M). 9 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 (0.1% of GMO's portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions88$108.5M
Exits80$120.9M

All 13F filers, Q1 2025 → Q2 2025: 23,859,784 shares bought and 13,451,656 shares sold, net +10,408,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,184 holders

Wellington Management Group LLP 0.35% Add +12.9% 31,730,317 $1.9B
Fisher Asset Management 0.52% Add +10.2% 21,578,648 $1.3B
GQG Partners LLC 0.87% Add +1766.7% 9,987,192 $610.9M
Morgan Stanley 0.04% Add +0.1% 9,278,023 $567.5M
State Farm Mutual Automobile Insurance Co. 0.37% No change 6,887,758 $421.3M
Clearbridge Investments, LLC 0.30% Add +4.3% 5,988,599 $366.3M
Bank of America Corp. 0.03% Reduce -6.8% 5,682,589 $347.6M
FMR LLC 0.02% Reduce -1.2% 5,158,163 $315.5M
Wells Fargo & Company 0.07% Reduce -3.6% 4,868,062 $297.8M
Dimensional Fund Advisors LP 0.07% Reduce -4.4% 4,852,543 $296.8M
Goldman Sachs Group Inc. 0.05% Add +6.5% 4,781,953 $292.5M
Envestnet Asset Management Inc. 0.07% Reduce -1.5% 3,867,284 $236.6M
Lazard Asset Management LLC 0.34% Reduce -19.0% 3,662,080 $224.0M
Royal Bank of Canada 0.04% Add +12.1% 3,289,301 $201.2M
Fiduciary Management Inc. 1.93% Reduce -5.2% 3,287,895 $201.1M
Raymond James Financial Inc. 0.07% Reduce -1.9% 3,275,447 $200.4M
Jennison Associates LLC 0.11% Reduce -7.5% 3,157,052 $193.1M
Hamlin Capital Management, LLC 4.37% Add +0.5% 3,085,571 $188.7M
Hotchkis & Wiley Capital Management LLC 0.57% Reduce -43.0% 2,848,099 $174.2M
Neuberger Berman Group LLC 0.13% Add +71.7% 2,830,583 $173.1M
American Century Companies Inc. 0.09% Add +0.8% 2,585,409 $158.1M
Cullen Capital Management, LLC 1.77% Reduce -1.9% 2,546,500 $155.8M
BlackRock, Inc. 0.00% Add +5.8% 2,539,663 $155.4M
Northern Trust Corp. 0.02% Add +7.8% 2,435,212 $149.0M
Norges Bank 0.02% Reduce -6.6% 2,370,106 $145.0M
Saratoga Research & Investment Management 7.06% Reduce -4.4% 2,157,095 $131.9M
Equity Investment Corp. 2.66% Reduce -6.1% 1,985,824 $121.5M
JPMorgan Chase & Co. 0.01% Add +8.0% 1,621,536 $99.2M
Everett Harris & Co. 1.28% Reduce -1.0% 1,619,800 $99.1M
Allspring Global Investments Holdings, LLC 0.16% Reduce -2.3% 1,522,109 $93.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.10% Add +12.8% 1,219,261 $74.6M
Natixis Advisors, LLC 0.12% Reduce -7.7% 1,209,837 $74.0M
Captrust Financial Advisors 0.15% Add +0.6% 1,102,361 $67.4M
T. Rowe Price Associates Inc. 0.01% Add +2.8% 1,050,617 $64.3M
Aristotle Capital Management, LLC 0.12% Reduce -2.3% 1,003,664 $61.4M
Brown Advisory Inc. 0.08% Reduce -4.8% 990,636 $60.6M
Corient Private Wealth LP 0.08% Reduce -11.0% 962,290 $58.9M
Truist Financial Corp. 0.08% Reduce -0.5% 914,068 $55.9M
LPL Financial LLC 0.02% Add +13.2% 882,923 $54.0M
Bank of New York Mellon Corp 0.01% Reduce -8.7% 853,460 $52.2M
UBS Group AG 0.01% Add +12.7% 804,763 $49.2M
CORDA Investment Management, LLC. 3.61% Reduce -1.7% 803,108 $49.1M
First Trust Advisors LP 0.04% Reduce -11.1% 775,882 $47.5M
Cooke & Bieler LP 0.45% Reduce -29.1% 741,096 $45.3M
Ameriprise Financial Inc. 0.01% Reduce -27.0% 731,960 $44.8M
Federation des caisses Desjardins du Quebec 0.19% Add +3.1% 700,369 $42.8M
Oppenheimer Asset Management Inc. 0.46% Reduce -2.4% 657,620 $40.2M
JARISLOWSKY, FRASER Ltd 0.23% Reduce -0.2% 656,322 $40.1M
Cerity Partners LLC 0.07% Add +4.1% 651,981 $39.9M
Capital Advisors Inc. 0.71% Add +4.2% 650,314 $39.8M
St. James Investment Company, LLC 6.40% Reduce -0.5% 648,277 $39.7M
Trillium Asset Management, LLC 1.06% Reduce -11.8% 644,614 $39.4M
Advisors Capital Management, LLC 0.54% Add +4.7% 638,919 $39.1M
First Eagle Investment Management, LLC 0.08% Reduce -0.3% 635,155 $38.9M
M&T Bank Corp 0.13% Reduce -2.2% 634,266 $38.8M
Factory Mutual Insurance Co. 0.42% Add +8.6% 629,900 $38.5M
United Capital Financial Advisors, LLC 0.31% Reduce -2.5% 625,576 $38.3M
Stifel Financial Corp. 0.04% Add +1.4% 612,093 $37.4M
Saturna Capital Corp. 0.50% Add +0.1% 606,808 $37.1M
Janney Montgomery Scott LLC 0.10% Add +1.4% 603,775 $36.9M
Chevy Chase Trust Holdings, LLC 0.11% Add +41.2% 601,727 $36.8M
Tocqueville Asset Management L.P. 0.51% Reduce -3.9% 545,156 $33.3M
River Road Asset Management, LLC 0.41% Reduce -5.8% 557,765 $32.6M
Mar Vista Investment Partners LLC 2.41% Reduce -1.4% 513,625 $31.4M
National Bank of Canada 0.03% Add +35.1% 500,127 $30.6M
Clark Capital Management Group, Inc. 0.20% Reduce -37.1% 479,318 $29.3M
Creative Planning 0.02% Add +12.2% 463,154 $28.3M
PNC Financial Services Group, Inc. 0.02% Reduce -2.3% 460,088 $28.1M
BNP Paribas Financial Markets 0.02% Reduce -42.8% 443,987 $27.2M
Sustainable Growth Advisers, LP 0.14% Add +164.2% 440,108 $26.9M
HighTower Advisors, LLC 0.03% Reduce -1.6% 429,269 $26.3M
Sei Investments Co. 0.03% Add +17.5% 427,577 $26.2M
Cardinal Capital Management, Inc. 0.81% Add +0.3% 424,549 $26.0M
Commonwealth Equity Services, LLC 0.03% Reduce -4.4% 422,371 $25.8M
Cibc World Market Inc. 0.06% Reduce -1.3% 416,021 $25.4M
Bank of Montreal 0.01% Reduce -76.9% 414,847 $25.4M
GMO 0.08% Add +215.4% 407,449 $24.9M
Grandfield & Dodd, LLC 1.43% Reduce -2.5% 400,097 $24.5M
Franklin Resources Inc. 0.01% Reduce -2.6% 397,694 $24.3M
Compagnie Lombard Odier SCmA 0.32% No change 392,000 $24.0M
Cheviot Value Management, LLC 2.67% Reduce -0.7% 381,279 $23.3M
Qube Research & Technologies Ltd 0.03% Add +70.5% 378,313 $23.1M
Lansforsakringar Fondforvaltning AB (publ) 0.13% New 379,453 $23.1M
Mariner, LLC 0.03% Add +4.5% 375,776 $23.0M
Kornitzer Capital Management Inc. 0.46% Reduce -0.4% 368,577 $22.5M
Capital Fund Management S.A. 0.23% Reduce -14.9% 341,124 $20.9M
Osaic Holdings, Inc. 0.04% Add +49.8% 336,967 $20.5M
Two Sigma Investments, LP 0.04% Add +7327.0% 319,288 $19.5M
Crossmark Global Holdings, Inc. 0.31% Reduce -3.1% 309,483 $18.9M
Millennium Management 0.02% Add +1.4% 299,199 $18.3M
Ingalls & Snyder LLC 0.65% Reduce -8.9% 298,955 $18.3M
Alpha Cubed Investments, LLC 0.67% Add +0.3% 286,901 $17.5M
Wallace Capital Management Inc. 2.34% Reduce -1.4% 281,200 $17.2M
MML Investors Services, LLC 0.05% Add +6.0% 280,590 $17.2M
Managed Asset Portfolios, LLC 2.11% Add +0.1% 265,744 $16.3M
Northstar Asset Management Inc. 4.37% Reduce -0.7% 258,552 $15.8M
Russell Investments Group, Ltd. 0.02% Add +10.8% 257,052 $15.7M
Cetera Investment Advisers 0.03% Add +5.5% 252,984 $15.5M
Reynders McVeigh Capital Management, LLC 0.76% Add +223.7% 249,835 $15.3M
Zevin Asset Management LLC 2.18% Reduce -0.2% 247,812 $15.2M
Charles Schwab Investment Management Inc. 0.00% Add +23.5% 242,338 $14.8M
Scotia Capital Inc. 0.07% Reduce -1.0% 241,816 $14.8M
Yacktman Asset Management 0.20% Reduce -4.4% 239,440 $14.6M
Citadel Advisors 0.01% Add +84.0% 232,240 $14.2M
QRG Capital Management, Inc. 0.12% Add +0.4% 226,953 $13.9M
Quantinno Capital Management LP 0.06% Add +17.1% 226,025 $13.8M
Levin Capital Strategies, L.P. 1.35% Reduce -2.8% 224,581 $13.7M
Modera Wealth Management, LLC 0.17% Reduce -3.0% 221,637 $13.6M
SCS Capital Management LLC 0.15% Add +440.7% 219,778 $13.4M
O'shaughnessy Asset Management, LLC 0.09% Add +21.7% 218,076 $13.3M
Boston Common Asset Management, LLC 0.37% Add +1.8% 214,160 $13.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.8% 211,767 $13.0M
Aquatic Capital Management LLC 0.26% New 208,187 $12.7M
ProVise Management Group, LLC 0.94% Add +4.8% 195,066 $11.9M
Matthew Goff Investment Advisor, LLC 2.17% Reduce -0.8% 192,012 $11.7M
QV Investors Inc. 1.10% Reduce -13.4% 183,454 $11.2M
Clark Estates Inc. 2.47% Reduce -23.4% 180,000 $11.0M
Assetmark, Inc. 0.03% Add +76.4% 177,496 $10.9M
Alerus Financial NA 0.77% Reduce -3.9% 175,230 $10.7M
Citigroup Inc. 0.01% Reduce -13.1% 173,187 $10.6M
American Assets Investment Management, LLC 0.84% No change 170,000 $10.4M
Orion Porfolio Solutions, LLC 0.09% Add +0.8% 167,870 $10.3M
Euro Pacific Asset Management, LLC 1.63% Reduce -33.0% 164,863 $10.1M
Allworth Financial LP 0.05% Add +1.6% 164,053 $10.0M
Rockland Trust Co. 0.48% Reduce -3.8% 162,229 $9.9M
M. Kulyk & Associates, LLC 2.15% Add +6.5% 162,035 $9.9M
Bedell Frazier Investment Counselling, LLC 2.46% Add +65.2% 159,599 $9.8M
HSBC Holdings PLC 0.01% Add +66.1% 158,788 $9.7M
NewSquare Capital LLC 0.72% Add +6.1% 157,942 $9.7M
Guardian Capital LP 0.33% Add +2.0% 154,504 $9.5M
Cary Street Partners Financial LLC 0.26% Reduce -1.9% 154,269 $9.4M
Two Sigma Advisers, LP 0.02% New 152,400 $9.3M
Templeton & Phillips Capital Management, LLC 6.63% No change 150,081 $9.2M
Systematic Alpha Investments, LLC 0.32% No change 147,881 $9.0M
Focus Partners Wealth 0.02% Add +4.9% 146,272 $8.9M
Eldred Rock Partners, LLC 2.71% Add +0.1% 145,700 $8.9M
Pathstone Holdings, LLC 0.04% Reduce -4.1% 145,483 $8.9M
NorthCrest Asset Manangement, LLC 0.24% Reduce -0.0% 144,841 $8.9M
Lowe Brockenbrough & Co. Inc. 0.50% Reduce -1.6% 144,635 $8.8M
Hantz Financial Services, Inc. 0.14% Reduce -4.8% 142,912 $8.7M
US Bancorp \de 0.01% Add +2.6% 138,412 $8.5M
Nicholas Company, Inc. 0.14% No change 137,720 $8.4M
Clean Yield Group 2.51% Reduce -5.8% 136,992 $8.4M
&partners 0.06% Add +21.2% 135,894 $8.3M
Todd Asset Management LLC 0.18% Reduce -0.7% 135,752 $8.3M
Oxbow Advisors, LLC 0.92% Add +1.3% 135,606 $8.3M
Destination Wealth Management 0.24% Add +1.6% 134,934 $8.3M
Federated Hermes, Inc. 0.02% Add +25.9% 134,788 $8.2M
GFS Advisors, LLC 1.13% New 134,665 $8.2M
Snowden Capital Advisors LLC 0.25% Add +5.6% 134,595 $8.2M
Waverly Advisors, LLC 0.09% Reduce -4.2% 134,151 $8.2M
Mercer Global Advisors Inc. 0.02% Reduce -9.1% 133,344 $8.2M
Hilton Capital Management, LLC 0.65% New 132,919 $8.1M
Manning & Napier Advisors LLC 0.09% Reduce -29.3% 128,452 $7.9M
Windle Wealth, LLC 3.84% Reduce -1.3% 128,326 $7.8M
One Capital Management, LLC 0.26% Reduce -0.9% 124,255 $7.6M
XML Financial, LLC 0.66% Reduce -0.9% 123,472 $7.6M
Wilmington Savings Fund Society, FSB 0.13% Reduce -5.3% 123,413 $7.5M
Vident Advisory, LLC 0.08% Add +202.6% 119,754 $7.3M
Sanctuary Advisors, LLC 0.05% Reduce -3.3% 119,673 $7.3M
Sanders Capital, LLC 0.01% Add +0.2% 119,070 $7.3M
Advocate Group LLC 1.29% Reduce -4.4% 117,742 $7.2M
Empowered Funds, LLC 0.08% Add +83.8% 114,746 $7.0M
Cwm, LLC 0.02% Add +2.1% 114,396 $7.0M
Martin Capital Partners, LLC 2.71% Add +208.3% 113,129 $6.9M
Auxier Asset Management LLC 1.00% Reduce -0.2% 111,819 $6.8M
New England Asset Management Inc. 1.11% Add +0.5% 111,720 $6.8M
Fiduciary Trust Co 0.08% Reduce -2.1% 111,710 $6.8M
Beacon Pointe Advisors, LLC 0.07% Reduce -60.6% 109,487 $6.7M
Blair William & Co. 0.02% Add +5.5% 108,402 $6.6M
Guyasuta Investment Advisors Inc. 0.40% Reduce -0.8% 107,763 $6.6M
Portland Global Advisors LLC 0.76% Reduce -2.0% 105,683 $6.5M
Tower Research Capital LLC (TRC) 0.17% Add +49.0% 105,496 $6.5M
Shufro Rose & Co. LLC 0.52% Reduce -0.5% 107,249 $6.4M
Hamilton Point Investment Advisors, LLC 1.04% Reduce -5.8% 103,082 $6.3M
Keating Investment Counselors Inc. 1.89% Reduce -1.5% 102,348 $6.3M
Stablepoint Partners, LLC 1.06% Add +1.6% 101,808 $6.2M
Nixon Peabody Trust Co. 0.48% Add +18.9% 100,826 $6.2M
Fiera Capital Corp 0.02% Reduce -1.4% 100,479 $6.1M
Ethic Inc. 0.11% Reduce -6.2% 100,715 $6.1M
Coston, McIsaac & Partners 1.59% Add +0.9% 100,259 $6.1M
Abc Arbitrage SA 0.70% Reduce -59.2% 100,174 $6.1M
Hennessy Advisors Inc. 0.20% No change 98,300 $6.0M
Kavar Capital Partners Group, LLC 0.86% Reduce -0.9% 97,952 $6.0M
Vanguard Personalized Indexing Management, LLC 0.07% Add +22.4% 96,568 $5.9M
Bell Bank 0.28% Reduce -19.5% 96,432 $5.9M
Point72 Asset Management 0.01% New 95,700 $5.9M
Lorne Steinberg Wealth Management Inc. 1.51% Reduce -0.3% 94,571 $5.8M
Tevis Investment Management 3.67% Add +13.8% 93,615 $5.7M
tru Independence LLC 1.66% Reduce -0.5% 93,607 $5.7M
AQR Capital Management 0.00% Add +166.0% 93,113 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.6% 91,707 $5.6M
Butensky & Cohen Financial Security, Inc. 1.64% Reduce -1.3% 90,260 $5.5M
Evelyn Partners Asset Management Ltd 1.37% Reduce -1.1% 88,327 $5.4M
Baird Financial Group, Inc. 0.01% Add +10.6% 87,852 $5.4M
Advisory Research Inc. 0.82% Add +5.5% 86,777 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.1% 85,061 $5.2M
Jacobs & Co. 0.51% Reduce -6.7% 84,353 $5.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -29.5% 84,154 $5.1M
Steward Partners Investment Advisory, LLC 0.04% Add +6.3% 83,033 $5.1M
Pinkerton Wealth, LLC 0.60% Add +0.5% 82,887 $5.1M
Quadrant Capital Group LLC 0.18% Add +3.0% 82,175 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +5.9% 81,277 $5.0M
Headinvest, LLC 1.05% Reduce -10.3% 80,890 $4.9M
World Investment Advisors 0.11% Reduce -1.0% 79,714 $4.9M
Allen Capital Group, LLC 0.51% Add +12.5% 79,454 $4.9M
Moran Wealth Management, LLC 0.15% Add +2.7% 79,405 $4.9M
Becker Capital Management Inc. 0.15% Reduce -5.8% 79,380 $4.9M
Eastern Bank 0.09% Add +113.0% 78,110 $4.8M
Bonness Enterprises Inc. 1.52% No change 76,040 $4.7M
Kestra Advisory Services, LLC 0.02% Add +5.1% 75,309 $4.6M
Slocum, Gordon & Co LLP 3.68% Reduce -1.3% 74,618 $4.6M
NewEdge Wealth, LLC 0.07% Reduce -19.1% 74,389 $4.6M
Atlantic Union Bankshares Corp 0.10% Add +1394.7% 74,363 $4.5M
Gilman Hill Asset Management, LLC 0.74% Add +0.5% 73,972 $4.5M
Capital Investment Counsel, LLC 0.69% Reduce -4.3% 72,968 $4.5M
Logan Capital Management Inc. 0.20% Add +8.7% 70,996 $4.3M
Farther Finance Advisors, LLC 0.09% Reduce -12.5% 70,850 $4.3M
Arlington Partners LLC 1.58% Reduce -9.1% 70,013 $4.3M
Gabelli Funds LLC 0.03% Reduce -11.3% 69,934 $4.3M
Avantax Advisory Services, Inc. 0.02% Add +5.7% 68,822 $4.2M
Motco 0.40% Reduce -1.8% 72,039 $4.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +4.4% 68,705 $4.2M
Private Advisor Group, LLC 0.02% Add +5.1% 68,669 $4.2M
Beacon Financial Group 0.43% Add +2.6% 68,076 $4.2M
Bleakley Financial Group, LLC 0.11% Add +8.6% 68,049 $4.2M
Capital Wealth Planning, LLC 0.03% New 67,694 $4.1M
CIBC Private Wealth Group LLC 0.01% Reduce -0.9% 67,574 $4.1M
Beacon Bank & Trust 0.94% Add +0.4% 67,424 $4.1M
Oppenheimer & Co. Inc. 0.05% Add +9.7% 67,359 $4.1M
Haverford Trust Co 0.04% Reduce -5.5% 67,180 $4.1M
Royce & Associates LP 0.04% No change 66,000 $4.0M
Autumn Glory Partners, LLC 1.84% Reduce -2.1% 64,463 $3.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.7% 64,451 $3.9M
Atria Wealth Solutions, Inc. 0.09% Reduce -15.2% 64,172 $3.9M
Smithbridge Asset Management Inc. 0.69% Add +1.1% 64,170 $3.9M
Dynamic Advisor Solutions LLC 0.12% Add +1.6% 64,131 $3.9M
Keybank National Association 0.01% Add +0.7% 63,732 $3.9M
Tweedy, Browne Co LLC 0.36% Reduce -5.6% 62,957 $3.9M
Exencial Wealth Advisors, LLC 0.14% Add +0.9% 62,807 $3.8M
Heartland Advisors Inc. 0.21% Reduce -4.1% 62,212 $3.8M
DAVENPORT & Co LLC 0.02% Reduce -0.7% 61,884 $3.8M
K.J. Harrison & Partners Inc 0.61% Reduce -14.3% 60,000 $3.7M
IFP Advisors, Inc 0.10% Reduce -2.3% 59,567 $3.6M
Choreo, LLC 0.05% Add +10.5% 59,554 $3.6M
Marshall Wace, LLP 0.00% Reduce -92.1% 59,297 $3.6M
Jones Financial Companies LLLP 0.00% Add +23.7% 59,355 $3.6M
Naviter Wealth, LLC 0.44% Add +3.0% 58,671 $3.6M
JPL Wealth Management, LLC 0.96% Add +1.4% 58,349 $3.6M
Courier Capital LLC 0.22% Reduce -0.3% 58,332 $3.6M
apricus wealth, LLC 2.04% Reduce -2.1% 57,473 $3.5M
Grey Ledge Advisors, LLC 0.85% Add +0.8% 56,447 $3.5M
Atria Investments, Inc 0.04% Add +11.9% 56,360 $3.4M
Fullcircle Wealth LLC 1.28% Add +1.2% 57,122 $3.4M
Old Port Advisors 0.93% Reduce -0.6% 55,995 $3.4M
Mutual Advisors, LLC 0.09% Reduce -8.3% 56,422 $3.4M
Park Avenue Securities LLC 0.03% Reduce -7.8% 55,636 $3.4M
HB Wealth Management, LLC 0.03% Reduce -13.6% 55,627 $3.4M
Davis-Rea LTD. 0.84% Reduce -0.3% 55,409 $3.4M
Stephens Inc. 0.05% Reduce -6.3% 55,018 $3.4M
Redmond Asset Management, LLC 0.79% Reduce -3.0% 53,938 $3.3M
SGL Investment Advisors, Inc. 1.57% Reduce -1.3% 53,529 $3.3M
Founders Financial Securities LLC 0.25% Add +6.1% 53,262 $3.3M
Jane Street Group, LLC 0.01% Reduce -63.6% 53,147 $3.3M
Concurrent Investment Advisors, LLC 0.06% Add +3.8% 53,126 $3.2M
TD Waterhouse Canada Inc. 0.02% Add +209.3% 52,691 $3.2M
Strategic Advisors LLC 0.64% No change 52,849 $3.2M
Rhumbline Advisers 0.00% Reduce -2.0% 52,723 $3.2M
Hall Laurie J Trustee 1.07% Add +3.7% 52,690 $3.2M
Horizon Investments, LLC 0.05% Add +6.2% 52,509 $3.2M
Argent Trust Co 0.12% Add +14.0% 52,447 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Reduce -29.6% 52,081 $3.2M
Azzad Asset Management Inc. 0.34% Reduce -22.0% 51,585 $3.2M
Anchor Capital Advisors LLC 0.09% Reduce -2.0% 51,421 $3.1M
Meridian Wealth Management, LLC 0.13% Add +0.5% 50,937 $3.1M
Dakota Wealth Management 0.07% Reduce -6.1% 50,924 $3.1M
Regions Financial Corp. 0.02% Reduce -39.9% 50,806 $3.1M
Principal Securities, Inc. 0.06% Add +34.4% 50,735 $3.1M
Foresight Capital Management Advisors, Inc. 1.79% Add +2.6% 50,323 $3.1M
Benedict Financial Advisors Inc. 0.69% Add +0.9% 49,567 $3.0M
Naples Global Advisors, LLC 0.26% Reduce -1.5% 49,188 $3.0M
NewEdge Advisors, LLC 0.02% Reduce -5.0% 49,046 $3.0M
Deutsche Bank AG 0.00% Reduce -0.1% 48,673 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.13% — 48,348 $3.0M
Signaturefd, LLC 0.05% Add +7.8% 47,772 $2.9M
Norden Group LLC 0.32% Reduce -2.1% 47,443 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +32.4% 46,975 $2.9M
Kennon-Green & Company, LLC 2.28% Reduce -1.3% 46,349 $2.8M
Callan Family Office, LLC 0.09% Add +199.4% 46,228 $2.8M
Advisory Services Network, LLC 0.05% Reduce -1.3% 48,329 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -1.3% 45,986 $2.8M
Glenmede Investment Management, LP 0.01% — 45,947 $2.8M
Zions Bancorporation, National Association 0.15% Reduce -31.0% 45,685 $2.8M
Guardian Partners Inc. 0.25% Reduce -8.3% 45,834 $2.8M
William Blair Investment Management, LLC 0.01% Add +21.1% 45,304 $2.8M
Kanawha Capital Management LLC 0.21% Reduce -6.0% 45,247 $2.8M
WCG Wealth Advisors LLC 0.18% Add +4.1% 45,172 $2.8M
Pavion Blue Capital, LLC 1.23% Reduce -0.1% 45,117 $2.8M
Prosperity Consulting Group, LLC 0.20% Reduce -2.8% 44,518 $2.7M
Game Plan Financial Advisors, LLC 1.19% Add +42.0% 44,223 $2.7M
Portside Wealth Group, LLC 0.40% Add +0.3% 44,190 $2.7M
Texas Yale Capital Corp. 0.09% Reduce -1.4% 43,270 $2.6M
Moors & Cabot, Inc. 0.12% Reduce -0.6% 43,128 $2.6M
U.S. Capital Wealth Advisors, LLC 0.08% Add +71.0% 43,057 $2.6M
Benjamin Edwards Inc. 0.03% Add +69.2% 42,727 $2.6M
Columbus Macro, LLC 0.32% Add +0.1% 42,630 $2.6M
Parr McKnight Wealth Management Group, LLC 0.35% Reduce -1.8% 42,033 $2.6M
BTC Capital Management, Inc. 0.21% Add +1.9% 41,591 $2.5M
Klein Pavlis & Peasley Financial, Inc. 1.69% Add +10.7% 41,300 $2.5M
SkyOak Wealth, LLC 0.51% Reduce -0.1% 41,088 $2.5M
Regatta Capital Group, LLC 0.43% Add +3.8% 41,068 $2.5M
Cardinal Capital Management 0.37% Add +2.3% 40,885 $2.5M
Florida Trust Wealth Management Co 0.08% Reduce -0.8% 40,797 $2.5M
Anchor Investment Management, LLC 0.22% Reduce -0.2% 40,776 $2.5M
Merit Financial Group, LLC 0.03% Add +46.7% 40,768 $2.5M
Arvest Bank Trust Division 0.15% Add +1.7% 40,748 $2.5M
Capital Insight Partners, LLC 0.43% Reduce -7.1% 40,426 $2.5M
Forte Capital LLC 0.26% Add +0.9% 40,183 $2.5M
Timber Creek Capital Management LLC 0.62% Add +2.3% 40,736 $2.4M
Synovus Financial Corp. 0.03% Add +3.8% 39,898 $2.4M
Natural Investments, LLC 0.62% Reduce -4.3% 39,453 $2.4M
Financial Gravity Companies, Inc. 0.47% — 39,309 $2.4M
Pinnacle Associates Ltd. 0.03% Reduce -0.8% 39,132 $2.4M
Pathway Financial Advisers, LLC 0.75% Add +2.0% 37,823 $2.3M
Aptus Capital Advisors, LLC 0.02% Reduce -10.3% 37,793 $2.3M
Callahan Advisors, LLC 0.21% No change 37,600 $2.3M
Three Bridge Wealth Advisors, LLC 0.60% Add +4.7% 37,142 $2.3M
Ritholtz Wealth Management 0.05% Add +2.1% 36,741 $2.2M
Optimist Retirement Group LLC 1.08% Reduce -6.6% 36,734 $2.2M
Mgo One Seven LLC 0.07% Reduce -2.0% 36,695 $2.2M
Compound Planning, Inc. 0.08% Add +14.0% 36,264 $2.2M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.2% 36,158 $2.2M
State Street Corp. 0.00% No change 36,017 $2.2M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -0.8% 35,830 $2.2M
Trust Co. of Vermont 0.10% Reduce -0.8% 35,460 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -8.0% 34,784 $2.1M
Verdence Capital Advisors LLC 0.15% Reduce -19.6% 34,763 $2.1M
Aviso Financial Inc. 0.10% Add +4.4% 34,430 $2.1M
Americana Partners, LLC 0.07% Add +3.1% 34,378 $2.1M
Advisors Asset Management, Inc. 0.04% Reduce -10.8% 34,197 $2.1M
Bard Financial Services, Inc. 0.25% No change 33,800 $2.1M
Vise Technologies, Inc. 0.09% — 33,706 $2.1M
Quadcap Wealth Management, LLC 0.26% Add +0.3% 33,213 $2.0M
Westhampton Capital, LLC 1.05% Reduce -0.4% 33,144 $2.0M
Auxano Advisors, LLC 0.46% Reduce -3.3% 32,414 $2.0M
Earnest Partners LLC 0.01% Reduce -3.5% 32,217 $2.0M
Elevation Point Wealth Partners, LLC 0.15% Add +1.4% 31,992 $2.0M
Pacifica Partners Inc. 0.79% Reduce -0.3% 32,061 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +23.5% 31,867 $1.9M
Ancora Advisors LLC 0.04% Reduce -1.6% 31,781 $1.9M
Ieq Capital, LLC 0.01% Add +116.9% 31,743 $1.9M
Perpetual Ltd 0.02% Reduce -14.1% 31,718 $1.9M
Northside Capital Management, LLC 0.15% New 31,715 $1.9M
Atom Investors LP 0.17% New 31,537 $1.9M
Lester Murray Antman dba SimplyRich 0.54% No change 31,531 $1.9M
FSB Premier Wealth Management, Inc. 0.69% Add +17.4% 31,445 $1.9M
Drexel Morgan & Co. 0.34% No change 31,372 $1.9M
Altman Advisors, Inc. 0.78% Add +3.4% 31,076 $1.9M
Hutchinson Financial Advisors, INC 2.11% — 30,863 $1.9M
Gsa Capital Partners LLP 0.13% New 30,522 $1.9M
Qtron Investments LLC 0.24% Reduce -0.1% 30,465 $1.9M
Gibbs Wealth Management 0.36% Add +6.7% 30,436 $1.9M
RBF Capital, LLC 0.09% No change 30,000 $1.8M
Greenwood Capital Associates LLC 0.23% Reduce -21.7% 29,715 $1.8M
Alliancebernstein L.P. 0.00% Add +74.5% 29,669 $1.8M
Townsend & Associates, Inc 0.18% New 29,964 $1.8M
Delta Capital Management LLC 1.02% No change 29,530 $1.8M
Squarepoint Ops LLC 0.00% Reduce -83.4% 29,518 $1.8M
Apollon Wealth Management, LLC 0.04% Reduce -9.1% 29,497 $1.8M
Brooklyn Investment Group 0.24% Add +141.7% 29,345 $1.8M
Guardian Wealth Management, Inc. 1.19% Add +1.9% 29,299 $1.8M
Stonegate Investment Group, LLC 0.05% Add +104.9% 29,261 $1.8M
ICW Investment Advisors LLC 0.71% Add +1.9% 29,194 $1.8M
Arvest Investments, Inc. 0.27% Reduce -2.0% 29,183 $1.8M
Segall Bryant & Hamill, LLC 0.03% Reduce -86.7% 29,118 $1.8M
Diversify Wealth Management, LLC 0.11% Add +7.3% 29,126 $1.8M
Easterly Investment Partners LLC 0.13% New 29,079 $1.8M
Catalyst Capital Advisors LLC 0.04% No change 28,900 $1.8M
Vestmark Advisory Solutions, Inc. 0.03% Add +6.6% 28,596 $1.7M
Pullen Investment Management, LLC 1.04% Reduce -0.4% 28,226 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -1.7% 28,019 $1.7M
MAI Capital Management 0.01% Add +4.3% 27,828 $1.7M
Voya Financial Advisors, Inc. 0.17% Add +0.6% 27,926 $1.7M
Invesco Ltd. 0.00% Reduce -17.5% 27,694 $1.7M
Quantbot Technologies LP 0.04% New 27,690 $1.7M
Yousif Capital Management, LLC 0.02% Add +8.9% 27,663 $1.7M
Lineweaver Wealth Advisors, LLC 0.26% Reduce -8.5% 27,186 $1.7M
Banco Santander, S.A. 0.02% Add +77.0% 26,610 $1.6M
Capstone Financial Advisors, Inc. 0.09% Add +1.1% 26,377 $1.6M
1832 Asset Management L.P. 0.00% Add +3.8% 26,323 $1.6M
Spirepoint Private Client, LLC 0.18% New 26,181 $1.6M
Narwhal Capital Management 0.13% No change 26,181 $1.6M
Hedges Asset Management LLC 1.28% Reduce -38.5% 26,000 $1.6M
Ceera Investments, LLC 0.48% Reduce -1.0% 25,730 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -17.9% 25,702 $1.6M
Intrust Bank NA 0.14% Reduce -1.2% 25,449 $1.6M
Alliance Wealth Advisors, LLC 0.37% Add +0.5% 25,299 $1.5M
Abundance Wealth Counselors 0.29% Add +1.9% 25,665 $1.5M
Parallel Advisors, LLC 0.03% Reduce -1.0% 24,879 $1.5M
Aviance Capital Partners, LLC 0.20% Reduce -2.0% 24,850 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 24,568 $1.5M
Choate Investment Advisors 0.03% Reduce -9.8% 24,436 $1.5M
Hurley Capital, LLC 1.03% Add +0.5% 24,056 $1.5M
University of Texas/Texas Am Investment Management Co. 0.23% New 24,054 $1.5M
Tectonic Advisors LLC 0.09% Reduce -6.5% 24,050 $1.5M
Nia Impact Advisors, LLC 0.51% Add +0.1% 24,035 $1.5M
Dodge & Cox 0.00% No change 23,900 $1.5M
Long Run Wealth Advisors, LLC 0.31% Reduce -2.7% 23,888 $1.5M
Evergreen Capital Management LLC 0.04% Add +35.0% 23,869 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% Add +0.0% 23,593 $1.4M
TrueMark Investments, LLC 0.31% Add +18.4% 23,426 $1.4M
LOM Asset Management Ltd 0.48% — 23,388 $1.4M
Ballentine Partners, LLC 0.02% Add +12.1% 23,169 $1.4M
Calydon Capital 0.14% Add +197.8% 23,064 $1.4M
SevenBridge Financial Group, LLC 0.25% Reduce -23.2% 22,916 $1.4M
GoalVest Advisory LLC 0.35% Add +1.3% 22,803 $1.4M
Syon Capital LLC 0.09% Add +8.5% 22,591 $1.4M
Semmax Financial Advisors Inc. 0.35% Add +3.4% 22,494 $1.4M
Vontobel Holding Ltd. 0.00% No change 22,069 $1.3M
DRW Securities, LLC 0.09% Add +0.9% 21,742 $1.3M
Legacy Capital Group California, Inc. 0.37% Add +1.9% 21,723 $1.3M
Kimelman & Baird, LLC 0.11% Reduce -0.1% 21,600 $1.3M
Townsquare Capital LLC 0.13% Reduce -92.3% 21,495 $1.3M
Keystone Financial Group 0.12% Reduce -2.7% 21,446 $1.3M
Midwest Trust Co 0.02% — 21,368 $1.3M
SBI Securities Co., Ltd. 0.04% Reduce -1.0% 21,278 $1.3M
Savant Capital, LLC 0.01% Add +56.3% 21,249 $1.3M
Creegan & Nassoura Financial Group, LLC 0.84% Reduce -1.2% 21,213 $1.3M
HF Advisory Group, LLC 0.51% Add +1.9% 21,195 $1.3M
Inlet Private Wealth, LLC 0.32% Reduce -30.4% 21,100 $1.3M
Fox Run Management, L.L.C. 0.21% Reduce -3.1% 20,979 $1.3M
Commerce Bank 0.01% Add +5.0% 20,890 $1.3M
Aaron Wealth Advisors LLC 0.13% Add +5.0% 20,558 $1.3M
Rodgers Brothers Inc. 0.16% Reduce -12.5% 20,487 $1.3M
Eley Financial Management, Inc 0.48% Add +1.3% 20,327 $1.2M
Radnor Capital Management, LLC 0.20% No change 20,261 $1.2M
Jeppson Wealth Management, LLC 0.42% Reduce -0.9% 19,953 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +3.3% 19,886 $1.2M
Unique Wealth Strategies, LLC 0.51% Add +1.1% 19,816 $1.2M
Ativo Capital Management LLC 1.08% Reduce -2.5% 19,786 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -15.6% 19,758 $1.2M
Ellevest, Inc. 0.19% Reduce -20.5% 19,608 $1.2M
Thompson Siegel & Walmsley LLC 0.02% No change 19,574 $1.2M
Crux Wealth Advisors 0.51% Add +49.8% 19,514 $1.2M
Marietta Investment Partners LLC 0.26% Add +8.4% 19,487 $1.2M
Allen Wealth Management, LLC 0.83% Add +0.0% 19,350 $1.2M
Kestra Private Wealth Services, LLC 0.02% Reduce -2.8% 19,299 $1.2M
Coldstream Capital Management Inc. 0.02% Add +59.5% 19,201 $1.2M
D.A. Davidson & Co. 0.01% Add +0.1% 19,118 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.52% Add +1.6% 19,097 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% New 19,051 $1.2M
Barclays PLC 0.00% Reduce -82.9% 18,809 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -12.2% 18,781 $1.1M
Chesapeake Asset Management LLC 1.04% No change 18,742 $1.1M
Exchange Capital Management, Inc. 0.17% Add +9.6% 18,588 $1.1M
HM Payson & Co. 0.02% No change 18,526 $1.1M
Columbia Asset Management 0.22% Add +6.3% 18,435 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -2.3% 18,366 $1.1M
Baker Tilly Wealth Management, LLC 0.40% Add +3.9% 18,272 $1.1M
Arjuna Capital 0.29% Add +1.3% 18,211 $1.1M
Welch & Forbes LLC 0.01% Add +28.6% 18,011 $1.1M
Prospera Financial Services Inc 0.02% Reduce -6.8% 17,833 $1.1M
Bollard Group LLC 0.02% Reduce -2.8% 17,836 $1.1M
Guggenheim Capital LLC 0.01% Reduce -11.3% 17,832 $1.1M
Summit Trail Advisors, LLC 0.02% New 17,802 $1.1M
Waldron Private Wealth LLC 0.05% Reduce -4.1% 17,754 $1.1M
Geneos Wealth Management Inc. 0.03% Add +16.9% 17,657 $1.1M
Northstar Group, Inc. 0.17% Reduce -3.5% 17,536 $1.1M
J.W. Cole Advisors, Inc. 0.02% Add +7.1% 17,501 $1.1M
Whittier Trust Co. 0.01% Reduce -14.0% 17,498 $1.1M
Weatherly Asset Management L. P. 0.09% Reduce -3.2% 17,471 $1.1M
Janus Henderson Group PLC 0.00% Add +9.5% 17,439 $1.1M
NorthCoast Asset Management LLC 0.00% Add +4.4% 17,377 $1.1M
Evelyn Partners Investment Management LLP 0.03% No change 17,340 $1.1M
Tower Bridge Advisors 0.12% Reduce -11.7% 17,295 $1.1M
First Affirmative Financial Network 0.54% Reduce -1.9% 17,283 $1.1M
Meriwether Wealth & Planning, LLC 0.66% Reduce -2.4% 17,247 $1.1M
Legacy Capital Wealth Partners, LLC 0.24% Add +0.8% 17,159 $1.0M
Axxcess Wealth Management, LLC 0.03% Reduce -5.4% 17,153 $1.0M
Retirement Guys Formula LLC 0.40% Add +4.3% 17,127 $1.0M
Precision Wealth Strategies, LLC 0.34% New 17,088 $1.0M
Henshaw Capital LLC 0.04% Reduce -31.1% 17,045 $1.0M
Lido Advisors, LLC 0.01% Add +2.6% 17,022 $1.0M
Wynn Capital, LLC 0.55% Add +0.4% 16,915 $1.0M
Leisure Capital Management 0.39% Add +0.2% 16,801 $1.0M
Hilltop Holdings Inc. 0.07% Reduce -1.6% 16,750 $1.0M
Essex Financial Services, Inc. 0.07% Add +3.0% 16,738 $1.0M
Twin City Private Wealth, LLC 0.83% Add +8.2% 16,646 $1.0M
Bridgewater Advisors Inc. 0.08% Add +2.3% 16,999 $1.0M
Great Lakes Retirement, Inc. 0.12% Add +3.1% 16,478 $1.0M
Smart Money Group LLC 0.32% Add +7.3% 16,473 $1.0M
Hohimer Wealth Management, LLC 0.18% Add +1.2% 16,449 $1.0M
Sigma Planning Corp 0.03% Reduce -10.0% 16,432 $1.0M
Salvus Wealth Management, LLC 0.58% Reduce -1.5% 16,340 $1000K
CW Advisors, LLC 0.01% Add +64.4% 16,337 $999K
Strategic Global Advisors, LLC 0.16% Add +13.6% 16,320 $998K
LCM Capital Management Inc 0.52% Add +0.1% 16,278 $996K
Thrivent Financial for Lutherans 0.00% Add +3.5% 16,195 $988K
Huntington National Bank 0.01% Reduce -12.5% 16,136 $987K
River Wealth Advisors LLC 0.12% Reduce -2.6% 16,133 $987K
Diversify Advisory Services, LLC 0.04% Add +53.2% 16,140 $986K
Ameritas Advisory Services, LLC 0.05% New 16,023 $980K
GAMCO Investors 0.01% Add +39.7% 15,848 $969K
Marks Group Wealth Management, Inc 0.09% Reduce -3.8% 15,809 $967K
Curbstone Financial Management Corp 0.20% Reduce -4.5% 15,778 $965K
Pitcairn Co. 0.06% Reduce -8.5% 15,665 $958K
EP Wealth Advisors, LLC 0.01% Add +6.3% 15,595 $954K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -4.5% 15,534 $950K
First Pacific Financial 0.14% Reduce -7.4% 15,419 $943K
Bailard, Inc. 0.02% Reduce -1.5% 15,402 $942K
Valeo Financial Advisors, LLC 0.02% Add +7.3% 15,320 $937K
Value Partners Investments Inc. 0.07% Add +9.8% 15,322 $936K
Keystone Financial Services 0.32% Add +19.9% 15,213 $931K
Greenleaf Trust 0.01% Reduce -6.8% 15,130 $926K
Future Fund LLC 0.41% Add +10.2% 15,113 $924K
Hartford Funds Management Co LLC 0.08% Add +4.0% 15,082 $923K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -10.8% 14,935 $914K
Integrated Wealth Concepts LLC 0.01% Reduce -0.8% 14,775 $904K
BCGM Wealth Management, LLC 0.25% Add +2.5% 14,773 $904K
Murphy Pohlad Asset Management LLC 0.38% No change 14,750 $902K
Cubist Systematic Strategies, LLC 0.01% New 14,707 $900K
GAMMA Investing LLC 0.06% Add +11.7% 14,665 $897K
Raelipskie Partnership 0.41% No change 14,638 $895K
Frank, Rimerman Advisors LLC 0.06% Add +225.2% 14,560 $891K
Empire Financial Management Company, LLC 0.26% No change 14,546 $890K
Larson Financial Group LLC 0.04% Reduce -5.2% 14,535 $889K
Raab & Moskowitz Asset Management LLC 0.21% Add +0.0% 14,252 $872K
Joel Isaacson & Co., LLC 0.04% Reduce -1.3% 14,203 $869K
Blue Trust, Inc. 0.01% Reduce -20.1% 14,149 $866K
Modern Wealth Management, LLC 0.02% Reduce -1.9% 14,116 $863K
Smartleaf Asset Management LLC 0.08% Add +9.0% 13,989 $852K
Dearborn Partners LLC 0.04% Add +0.2% 13,836 $846K
Bank of Nova Scotia Trust Co. 0.08% No change 13,825 $846K
Potentia Wealth 0.48% No change 13,816 $845K
Berkeley Capital Partners, LLC 0.21% Reduce -2.7% 13,762 $842K
Rwa Wealth Partners, LLC 0.01% Add +242.0% 13,759 $842K
Confluence Investment Management LLC 0.01% Add +3.0% 13,733 $840K
Ascentis Independent Advisors 0.16% Add +6.8% 13,700 $838K
HighPoint Advisor Group LLC 0.04% Add +16.9% 13,655 $835K
North Star Investment Management Corp. 0.06% No change 13,602 $832K
Highland Capital Management, LLC 0.04% Reduce -2.7% 13,561 $830K
Arkadios Wealth Advisors 0.02% Add +79.7% 13,534 $828K
West Family Investments, Inc. 0.22% Add +43.6% 13,520 $827K
Sagespring Wealth Partners, LLC 0.02% Add +38.3% 13,508 $826K
Excalibur Management Corp. 0.31% Reduce -1.9% 13,486 $825K
Peoples Bank 0.55% New 13,408 $820K
44 Wealth Management LLC 0.29% Reduce -12.2% 13,398 $820K
First Manhattan Co. Llc. 0.00% Reduce -73.3% 13,390 $819K
Hancock Whitney Corp. 0.02% Add +103.9% 13,238 $810K
Fayez Sarofim & Co 0.00% No change 13,237 $810K
Entropy Technologies, LP 0.06% New 13,120 $803K
Riverwater Partners LLC 0.38% Add +46.3% 13,113 $802K
Northeast Investment Management 0.03% No change 13,092 $801K
Boit C F David 0.38% No change 13,000 $795K
Level Four Advisory Services, LLC 0.03% Add +2.3% 12,944 $792K
Capital Investment Advisory Services, LLC 0.06% Reduce -4.2% 12,898 $789K
Applied Finance Capital Management, LLC 0.05% Reduce -16.5% 12,887 $788K
Israel Discount Bank of New York 2.99% No change 12,879 $788K
BIP Wealth, LLC 0.05% Reduce -6.8% 12,846 $786K
Brown Brothers Harriman & Co. 0.01% Add +21.3% 12,800 $783K
PFG Investments, LLC 0.05% Add +13.4% 12,798 $783K
Soundwatch Capital LLC 0.13% New 1,280 $770K
Dynamic Technology Lab Private Ltd 0.10% Reduce -30.7% 12,563 $768K
First Bank & Trust 0.14% Reduce -5.6% 12,524 $766K
Thoroughbred Financial Services, LLC 0.05% Reduce -43.2% 12,400 $758K
Banco de Sabadell, S.A 0.52% Add +0.3% 12,328 $754K
Haven Private, LLC 0.33% Add +26.6% 12,305 $753K
Phraction Management LLC 0.25% No change 12,280 $751K
Wealthspire Advisors, LLC 0.00% Add +0.8% 12,033 $736K
Mission Wealth Management, LP 0.02% Add +3.3% 11,875 $726K
FLC Capital Advisors 0.15% Reduce -3.5% 11,873 $726K
PDS Planning, Inc 0.05% Add +8.5% 11,850 $725K
Brighton Jones LLC 0.02% Add +16.6% 11,821 $723K
Roundview Capital LLC 0.05% Reduce -6.8% 11,797 $722K
Garrett Wealth Advisory Group, LLC 0.15% Reduce -4.3% 11,757 $719K
Transcend Capital Advisors, LLC 0.06% Reduce -2.6% 11,735 $718K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -62.2% 11,669 $714K
Everstar Asset Management, LLC 0.44% Add +4.5% 11,666 $714K
Sandy Cove Advisors, LLC 0.26% No change 11,661 $713K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.7% 11,645 $712K
Cerro Pacific Wealth Advisors LLC 0.20% Add +0.2% 11,631 $711K
Great Diamond Partners, LLC 0.15% Add +174.7% 11,508 $704K
Navellier & Associates Inc. 0.09% No change 11,492 $703K
Versant Capital Management, Inc 0.11% Add +2.8% 11,475 $702K
Leavell Investment Management, Inc. 0.03% Add +5.9% 11,475 $702K
Financial & Tax Architects, LLC 0.17% Add +0.7% 11,423 $699K
Fifth Third Bancorp 0.00% Reduce -3.5% 11,319 $692K
Aprio Wealth Management, LLC 0.08% Add +4.6% 11,316 $692K
Quadrature Capital Ltd 0.01% New 11,279 $690K
ICONIQ Capital, LLC 0.01% Add +56.0% 11,262 $689K
Liberty One Investment Management, LLC 0.07% Reduce -8.4% 11,237 $687K
Susquehanna International Group, LLP 0.00% Reduce -59.5% 11,227 $687K
Silvercrest Asset Management Group LLC 0.00% Reduce -8.2% 11,217 $686K
Pinion Investment Advisors, LLC 0.24% Reduce -49.5% 11,183 $684K
Manchester Capital Management LLC 0.09% Add +0.2% 11,162 $683K
Forum Financial Management, LP 0.01% Reduce -4.3% 11,149 $682K
Mengis Capital Management, Inc. 0.14% Reduce -18.3% 10,962 $671K
IHT Wealth Management, LLC 0.02% Reduce -5.1% 10,927 $668K
Glenview Trust Co 0.01% Add +7.3% 10,904 $667K
Tranquilli Financial Advisor LLC 0.41% Add +6.3% 10,887 $666K
Global View Capital Management LLC 0.21% Reduce -7.2% 10,770 $659K
Cozad Asset Management Inc. 0.06% No change 10,651 $652K
Cadence Bank 0.04% Reduce -0.6% 10,590 $648K
PAX Financial Group, LLC 0.12% Reduce -20.8% 10,519 $643K
Old North State Trust, LLC 0.44% Reduce -2.0% 10,517 $643K
Nuveen, LLC 0.00% Add +1.0% 10,393 $636K
Colonial Trust Co / SC 0.09% Reduce -0.4% 10,377 $635K
May Hill Capital, LLC 0.21% Add +40.4% 10,375 $635K
Welch Group, LLC 0.03% Reduce -4.0% 10,323 $631K
Novem Group 0.08% Add +9.7% 10,191 $623K
UMB Bank, n.a. 0.01% Reduce -10.1% 10,183 $623K
Ignite Planners, LLC 0.11% Add +5.3% 10,411 $622K
Physicians Financial Services, Inc. 0.18% Reduce -1.0% 10,148 $621K
Rathbones Group PLC 0.00% Reduce -5.9% 10,130 $620K
Byrne Asset Management LLC 0.48% New 10,095 $618K
Breakwater Capital Group 0.10% No change 10,066 $616K
Range Financial Group LLC 0.24% Add +0.5% 10,045 $614K
Ausdal Financial Partners, Inc. 0.04% Add +1.3% 10,039 $614K
Corient IA LP 0.36% No change 10,000 $612K
Centaurus Financial, Inc. 0.04% Add +3.5% 9,961 $609K
Quotient Wealth Partners, LLC 0.02% Reduce -12.1% 9,893 $605K
Fortis Group Advisors, LLC 0.11% New 10,280 $601K
Mezzasalma Advisors, LLC 0.18% Reduce -15.3% 9,761 $597K
Global Retirement Partners, LLC 0.01% — 9,692 $593K
Private Trust Co. NA 0.06% Add +4.1% 9,687 $593K
Beverly Hills Private Wealth, LLC 0.11% Add +1.2% 9,663 $591K
Mesirow Financial Investment Management, Inc. 0.01% Add +10.9% 9,602 $587K
Bartlett & Co. Wealth Management LLC 0.01% No change 9,590 $587K
OneAscent Investment Solutions LLC 0.62% Add +1.0% 9,490 $581K
FourThought Financial Partners, LLC 0.06% Add +20.0% 9,466 $579K
Douglass Winthrop Advisors, LLC 0.01% No change 9,440 $577K
Sound View Wealth Advisors Group, LLC 0.04% Add +33.4% 9,433 $577K
Wealth Alliance, LLC 0.06% Reduce -0.4% 9,411 $576K
Malaga Cove Capital, LLC 0.23% Add +0.9% 9,403 $575K
Jacobi Capital Management LLC 0.04% Reduce -1.3% 9,399 $575K
Bridges Investment Management Inc. 0.01% Reduce -26.0% 9,390 $574K
Chicago Capital, LLC 0.01% Reduce -50.1% 9,369 $573K
Insigneo Advisory Services, LLC 0.05% Add +2.7% 9,366 $573K
Independence Bank of Kentucky 0.08% Reduce -0.8% 9,302 $569K
Bar Harbor Wealth Management 0.04% Reduce -5.6% 9,302 $569K
Sage Rhino Capital LLC 0.12% No change 9,241 $565K
Peregrine Asset Advisers, Inc. 0.18% No change 9,175 $561K
Simplicity Wealth,LLC 0.02% New 9,134 $559K
Walleye Capital LLC 0.01% Reduce -14.3% 9,129 $558K
Perigon Wealth Management, LLC 0.01% Reduce -4.6% 9,070 $555K
Independent Advisor Alliance 0.02% Add +16.6% 9,060 $554K
Wescott Financial Advisory Group, LLC 0.05% Add +0.1% 9,043 $553K
Principle Wealth Partners LLC 0.03% Add +1.7% 9,022 $552K
Cordatus Wealth Management LLC 0.14% Reduce -1.5% 9,004 $551K
DecisionMap Wealth Management, LLC 0.38% Reduce -7.0% 9,002 $551K
Drucker Wealth 3.0, LLC 0.11% Reduce -26.1% 9,050 $550K
Cullen/Frost Bankers, Inc. 0.01% Add +5.5% 8,976 $549K
Boston Trust Walden Corp 0.00% No change 8,970 $549K
Powers Advisory Group, LLC 0.24% Add +0.3% 8,945 $547K
Dana Investment Advisors, Inc. 0.02% Reduce -2.2% 8,875 $543K
Farmers & Merchants Investments Inc. 0.02% Add +51.5% 8,849 $541K
Tidal Investments LLC 0.00% Add +15.5% 8,838 $541K
Hilltop National Bank 0.14% — 8,821 $540K
Bond & Devick Financial Network, Inc. 0.18% Reduce -5.4% 8,789 $538K
Hanson & Doremus Investment Management 0.07% Reduce -46.8% 8,759 $536K
V-Square Quantitative Management LLC 0.07% Add +14.8% 8,737 $534K
RS Crum Inc. 0.13% No change 8,725 $534K
Kingsview Wealth Management, LLC 0.01% Reduce -1.9% 8,716 $533K
Gallacher Capital Management LLC 0.25% Add +1.9% 8,700 $532K
Resonant Capital Advisors, LLC 0.03% Add +28.6% 8,695 $532K
Tiaa Trust, National Association 0.00% Reduce -18.5% 8,686 $531K
Flputnam Investment Management Co. 0.01% Reduce -13.3% 8,655 $529K
Fulton Bank, N.A. 0.02% Add +11.0% 8,638 $528K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.8% 8,613 $527K
TD Private Client Wealth LLC 0.01% Reduce -18.3% 8,532 $522K
Brucke Financial, Inc. 0.36% Reduce -3.1% 8,473 $518K
Ascent Group, LLC 0.02% Add +2.3% 8,457 $517K
BSW Wealth Partners 0.07% Add +12.8% 8,428 $516K
Bridgewater Associates 0.00% Reduce -57.8% 8,372 $512K
Beutel, Goodman & Co Ltd. 0.00% No change 8,365 $511K
Phillips Wealth Planners LLC 0.46% Reduce -0.3% 8,372 $510K
Country Club Bank 0.03% Reduce -3.3% 8,300 $506K
Spinnaker Trust 0.03% No change 8,255 $505K
Thomasville National Bank 0.03% Reduce -4.6% 8,225 $503K
Bessemer Group Inc. 0.00% Add +21.7% 8,077 $494K
Clarius Group, LLC 0.03% No change 8,070 $494K
Allen Investment Management, LLC 0.01% No change 8,005 $490K
Old National Bancorp 0.01% Reduce -22.3% 7,974 $488K
Twelve Points Wealth Management LLC 0.13% Reduce -1.3% 7,954 $487K
Sivia Capital Partners, LLC 0.17% Reduce -3.0% 7,944 $486K
Woodmont Investment Counsel LLC 0.03% Reduce -1.8% 7,892 $483K
Manske Wealth Management 0.16% Add +0.0% 7,870 $481K
King Luther Capital Management Corp. 0.00% Reduce -1.1% 7,834 $479K
Contravisory Investment Management, Inc. 0.09% Add +17.0% 7,785 $476K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +85.0% 7,770 $475K
Rbo & Co. LLC 0.08% No change 7,769 $475K
Hunter Associates Investment Management LLC 0.07% Reduce -6.1% 7,750 $474K
Icon Wealth Advisors, LLC 0.03% Add +0.5% 7,747 $474K
Beese Fulmer Investment Management, Inc. 0.04% Add +14.8% 7,738 $473K
Equitable Holdings, Inc. 0.00% Add +128.6% 7,700 $471K
Parsons Capital Management Inc. 0.03% Reduce -76.6% 7,671 $469K
Clifford Swan Investment Counsel LLC 0.02% No change 7,649 $468K
Lanark Financial, Inc. 0.04% Reduce -21.6% 7,639 $467K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 7,600 $465K
Garner Asset Management Corp 0.22% Reduce -10.6% 7,595 $465K
WealthTrust Axiom LLC 0.14% No change 7,573 $463K
Wolverine Trading, LLC 0.01% New 7,604 $463K
Daymark Wealth Partners, LLC 0.02% Add +8.9% 7,525 $460K
Searle & Co. 0.13% No change 7,500 $459K
Ransom Advisory, Ltd 0.22% Reduce -10.2% 7,483 $458K
Roman Butler Fullerton & Co. 0.13% Add +0.6% 7,563 $457K
Moloney Securities Asset Management, LLC 0.06% No change 7,430 $454K
Optas, LLC 0.09% Add +23.0% 7,407 $453K
Hickory Asset Management, Inc. 0.37% Add +0.8% 7,382 $452K
GC Wealth Management RIA, LLC 0.04% New 7,322 $448K
Rehmann Capital Advisory Group 0.03% Add +2.7% 7,314 $447K
Gentry Private Wealth, LLC 0.34% Add +0.4% 7,268 $445K
Aspen Grove Capital, LLC 0.08% Add +1.5% 7,245 $443K
Avior Wealth Management, LLC 0.02% Add +886.2% 7,209 $441K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +9.6% 7,167 $438K
Cohen Investment Advisors LLC 0.23% Reduce -6.4% 7,150 $437K
Breed's Hill Capital LLC 0.21% No change 7,121 $436K
Cordgrass Capital Advisors, LLC 0.12% Reduce -0.1% 7,113 $435K
SouthState Bank Corp 0.02% Reduce -6.4% 7,096 $434K
Gryphon Financial Partners LLC 0.06% Add +14.7% 7,093 $434K
Sowell Financial Services LLC 0.02% Reduce -10.4% 7,080 $433K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +41.9% 7,059 $432K
Graypoint LLC 0.02% Reduce -0.3% 7,003 $428K
Fca Corp. 0.13% No change 7,000 $428K
Kathmere Capital Management, LLC 0.03% Add +36.3% 6,977 $427K
Court Place Advisors, LLC 0.13% Reduce -9.2% 6,925 $424K
Douglas Lane & Associates, LLC 0.01% No change 6,916 $423K
Mather Group, Llc. 0.00% Reduce -2.9% 6,909 $423K
PFG Advisors 0.02% New 6,892 $422K
Carnegie Investment Counsel 0.01% Reduce -0.6% 6,848 $419K
Parkside Financial Bank & Trust 0.05% Add +3.4% 6,832 $418K
Shelton Capital Management 0.01% Reduce -69.1% 6,814 $417K
Tyler-Stone Wealth Management 0.07% Add +19.3% 6,796 $416K
1900 Wealth Management LLC 0.03% Add +1.8% 6,796 $416K
BridgePort Financial Solutions, LLC 0.14% Reduce -0.9% 6,771 $414K
GeoWealth Management, LLC 0.02% Add +6.2% 6,747 $413K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.3% 6,726 $411K
Fortress Private Ledger, LLC 0.19% Add +38.8% 6,667 $408K
O'Brien Greene & Co. Inc 0.13% No change 6,650 $407K
Ti-Trust, Inc. 0.27% No change 6,625 $405K
Cornerstone Wealth Group, LLC 0.03% Add +3.4% 6,583 $403K
Diversified Trust Co. 0.01% Add +7.7% 6,576 $402K
Bridgefront Capital, LLC 0.11% New 6,571 $402K
Port Capital LLC 0.02% No change 6,500 $398K
Bedel Financial Consulting, Inc. 0.05% No change 6,490 $397K
Cetera Trust Company, N.A 0.24% Add +4.0% 6,480 $396K
Grant Private Wealth Management Inc 0.22% New 6,473 $396K
Octavia Wealth Advisors, LLC 0.04% Reduce -18.5% 6,446 $394K
Foundations Investment Advisors, LLC 0.01% Add +3.9% 6,396 $391K
Red Door Wealth Management, LLC 0.05% Reduce -5.5% 6,387 $391K
Smithfield Trust Co 0.02% No change 6,361 $389K
AlTi Global, Inc. 0.01% New 6,336 $388K
Argonautica Private Wealth Management, Inc. 0.12% Reduce -2.2% 6,325 $387K
Fulcrum Capital LLC 0.08% No change 6,258 $383K
Blake Schutter Theil Wealth Advisors, LLC 0.43% No change 6,257 $383K
Crescent Grove Advisors, LLC 0.04% Add +0.1% 6,229 $381K
Schrum Private Wealth Management LLC 0.31% No change 6,223 $381K
Pine Haven Investment Counsel, Inc 0.30% Reduce -0.8% 6,193 $379K
Bradley Foster & Sargent Inc. 0.01% Add +4.1% 6,150 $376K
Wedmont Private Capital 0.02% Add +13.9% 6,172 $375K
Berry Wealth Group, LP 0.26% Add +8.2% 6,101 $373K
RD Lewis Holdings, Inc. 0.38% Add +64.7% 6,064 $372K
Procyon Advisors, LLC 0.04% Reduce -91.1% 6,072 $371K
Knights of Columbus Asset Advisors LLC 0.02% Add +18.6% 6,049 $370K
Phocas Financial Corp. 0.05% No change 6,000 $367K
Certior Financial Group, LLC 0.28% Add +0.0% 5,948 $364K
Bryn Mawr Trust Advisors, LLC 0.02% Add +3.9% 5,935 $363K
Probity Advisors, Inc. 0.06% No change 5,910 $362K
CVA Family Office, LLC 0.05% Reduce -0.3% 5,903 $361K
Arax Advisory Partners 0.02% Add +109.0% 5,158 $361K
Tritonpoint Wealth, LLC 0.03% Reduce -9.1% 5,892 $360K
Tru Independence Asset Management 2, LLC 0.25% No change 5,886 $360K
Roberts Glore & Co. Inc. 0.10% No change 5,841 $357K
Seeds Investor LLC 0.08% Add +3.6% 5,804 $355K
Valley National Advisers Inc. 0.06% Reduce -9.9% 5,813 $355K
Addison Advisors LLC 0.09% Reduce -2.5% 5,802 $355K
Total Wealth Planning, LLC 0.04% New 5,793 $354K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +8.9% 5,781 $354K
Sky Investment Group LLC 0.06% Reduce -2.1% 5,750 $352K
Summit Global Investments 0.02% Reduce -58.6% 5,708 $349K
Maia Wealth LLC 0.07% Reduce -8.1% 5,675 $347K
Atlas Brown,Inc. 0.11% Add +0.0% 5,641 $345K
Transamerica Financial Advisors, LLC 0.03% Reduce -17.9% 5,637 $345K
HUB Investment Partners, LLC 0.01% Reduce -3.8% 5,597 $342K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -7.9% 5,585 $340K
Lincoln Capital LLC 0.07% Reduce -6.1% 5,542 $339K
Sound Income Strategies, LLC 0.02% Reduce -21.9% 5,525 $338K
SPC Financial, Inc. 0.03% Add +1.9% 5,438 $333K
Phoenix Financial Ltd. 0.00% New 5,425 $332K
Traphagen Investment Advisors LLC 0.03% Add +0.1% 5,396 $330K
Moneta Group Investment Advisors LLC 0.00% Add +6.8% 5,383 $329K
Blue Barn Wealth, LLC 0.16% Add +1.1% 5,381 $329K
Atlatl Advisers LLC 0.15% New 5,330 $326K
Franklin Street Advisors Inc. 0.02% No change 5,327 $326K
Sierra Ocean, LLC 0.23% Reduce -1.4% 5,309 $325K
Eagle Bay Advisors LLC 0.27% Reduce -1.5% 5,301 $324K
Drive Wealth Management, LLC 0.07% Add +7.6% 5,274 $323K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -69.0% 5,272 $322K
SeaCrest Wealth Management, LLC 0.04% Reduce -0.2% 5,263 $322K
J.Safra Asset Management Corp 0.02% New 5,257 $322K
North Star Asset Management Inc. 0.01% New 5,254 $321K
Scott Marsh Financial, LLC 0.12% — 5,219 $319K
Mane Global Capital Management LP 0.01% Reduce -29.3% 5,174 $316K
Mitchell Sinkler & Starr 0.15% Reduce -1.4% 5,165 $316K
Claro Advisors Inc. 0.05% Reduce -5.6% 5,161 $316K
Borer Denton & Associates, Inc. 0.11% No change 5,155 $315K
Avantax Planning Partners, Inc. 0.01% Reduce -0.8% 5,150 $315K
Summit Financial, LLC 0.01% Add +10.0% 5,141 $314K
Fielder Capital Group LLC 0.08% Reduce -13.3% 5,134 $314K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% No change 5,125 $313K
Knightsbridge Asset Management, LLC 0.07% Add +6.8% 5,096 $312K
Wallace Advisory Group, LLC 0.23% Reduce -3.9% 5,224 $311K
Traveka Wealth, LLC 0.16% Add +14.5% 5,062 $310K
Sterling Investment Advisors, Ltd. 0.07% Reduce -12.2% 5,025 $307K
Northwest Capital Management Inc 0.17% Reduce -2.8% 5,000 $306K
Bramshill Investments, LLC 0.03% New 5,000 $306K
Pinnacle Wealth Planning Services, Inc. 0.04% New 4,993 $305K
Lummis Asset Management, LP 0.20% No change 5,000 $305K
Virtu Financial LLC 0.02% Reduce -72.8% 4,990 $305K
Platform Technology Partners 0.08% Reduce -0.7% 4,985 $305K
Main Street Financial Solutions, LLC 0.02% Add +12.2% 4,980 $305K
Absher Wealth Management, LLC 0.04% Reduce -5.0% 4,959 $303K
Legacy Private Trust Co. 0.02% No change 4,921 $301K
Tacita Capital Inc 0.19% No change 4,900 $300K
Fifth Third Wealth Advisors LLC 0.01% Add +14.9% 4,886 $299K
Caldwell Trust Co 0.03% Reduce -0.3% 4,874 $298K
Hummer Financial Advisory Services Inc 0.22% No change 4,860 $297K
SG Americas Securities, LLC 0.00% New 4,852 $297K
Abel Hall, LLC 0.14% Add +4.8% 4,841 $296K
SageView Advisory Group, LLC 0.01% Reduce -3.5% 4,983 $295K
Kingswood Wealth Advisors, LLC 0.02% Reduce -10.1% 4,810 $294K
Wedbush Securities Inc. 0.01% Add +24.7% 4,809 $294K
Graybill Wealth Management, LTD. 0.10% Reduce -1.1% 4,796 $293K
Fiduciary Financial Group, LLC 0.05% Reduce -0.6% 4,755 $292K
Silverlake Wealth Management LLC 0.09% Reduce -1.6% 4,775 $292K
Empower Advisory Group, LLC 0.00% Add +2.6% 4,768 $292K
New York State Common Retirement Fund 0.00% No change 4,751 $291K
Trust Point Inc. 0.03% Add +34.4% 4,740 $290K
Net Worth Advisory Group 0.06% Reduce -1.2% 4,737 $290K
Grove Bank & Trust 0.04% Reduce -4.0% 4,736 $290K
Beacon Investment Advisory Services, Inc. 0.01% No change 4,735 $290K
Steinberg Asset Management LLC 0.21% Reduce -5.1% 4,708 $288K
Canandaigua National Bank & Trust Co. 0.03% No change 4,707 $288K
Klingman & Associates, LLC 0.02% New 4,702 $288K
EverSource Wealth Advisors, LLC 0.01% Add +172.9% 4,694 $287K
Financial Engines Advisors L.L.C. 0.00% New 4,700 $287K
Embree Financial Group 0.04% Add +0.5% 4,691 $287K
Delta Financial Advisors LLC 0.10% Add +0.1% 4,652 $285K
Strive Asset Management, LLC 0.17% Reduce -47.6% 4,649 $284K
Schnieders Capital Management LLC 0.05% No change 4,638 $284K
Stock Yards Bank & Trust Co. 0.01% Reduce -3.3% 4,633 $283K
Alhambra Investment Management LLC 0.14% Add +0.5% 4,632 $283K
AdvisorNet Financial, Inc 0.02% Reduce -1.8% 4,606 $282K
Intrua Financial, LLC 0.04% Reduce -6.0% 4,593 $281K
Clear Harbor Asset Management, LLC 0.02% No change 4,591 $281K
Mill Creek Capital Advisors, LLC 0.01% Reduce -13.8% 4,585 $280K
Revisor Wealth Management LLC 0.10% New 4,561 $280K
IFG Advisory, LLC 0.01% Reduce -0.0% 4,548 $278K
Marino, Stram & Associates LLC 0.06% Add +0.1% 4,548 $278K
Penobscot Investment Management Company, Inc. 0.02% Reduce -6.3% 4,526 $277K
Lafayette Investments, Inc. 0.06% No change 4,520 $276K
Keudell/Morrison Wealth Management 0.06% Add +6.6% 4,499 $275K
Aurora Private Wealth, Inc. 0.20% Add +9.1% 4,482 $274K
Freestone Capital Holdings, LLC 0.01% Reduce -28.7% 4,470 $273K
Cromwell Holdings LLC 0.16% No change 4,445 $272K
Regal Investment Advisors LLC 0.02% Add +0.6% 4,445 $272K
Riversedge Advisors, LLC 0.05% New 4,426 $271K
Augustine Asset Management Inc. 0.07% Reduce -2.9% 4,406 $270K
Arete Wealth Advisors, LLC 0.02% Add +2.8% 4,391 $269K
Kuhn & Co Investment Counsel 0.20% No change 4,388 $268K
Five Oceans Advisors 0.11% No change 4,378 $268K
Fort Sheridan Advisors LLC 0.04% No change 4,355 $266K
Mayflower Financial Advisors, LLC 0.04% Add +3.6% 4,349 $266K
WoodTrust Financial Corp 0.03% No change 4,350 $266K
USA Financial Formulas 0.05% New 4,326 $265K
Capital Advantage, Inc. 0.04% Add +0.6% 4,292 $263K
Rosenberg Matthew Hamilton 0.06% Add +6.8% 4,240 $259K
Eagle Strategies LLC 0.04% Reduce -0.5% 4,233 $259K
Moseley Investment Management Inc. 0.09% Add +0.4% 4,226 $259K
FRG Family Wealth Advisors LLC 0.04% Reduce -23.0% 4,225 $258K
Newman Dignan & Sheerar, Inc. 0.06% Add +0.4% 4,217 $258K
Cornerstone Wealth Management, LLC 0.02% Add +7.9% 4,215 $258K
Keel Point, LLC 0.02% New 4,208 $257K
Toronto Dominion Bank 0.00% Add +9.4% 4,203 $257K
Essex Bank 0.06% Reduce -12.0% 4,154 $254K
Broadwater Capital Management LLC 0.20% Add +6017.0% 253,856 $254K
Sepio Capital, LP 0.02% Add +0.4% 4,111 $251K
Live Oak Private Wealth LLC 0.04% Reduce -0.3% 4,107 $251K
New Wave Wealth Advisors LLC 0.11% Reduce -1.6% 4,059 $248K
Carret Asset Management, LLC 0.03% No change 4,044 $247K
Cannell & Spears LLC 0.01% Add +0.9% 4,023 $246K
Paragon Private Wealth Management, LLC 0.10% Add +3.5% 4,007 $245K
Birch Hill Investment Advisors LLC 0.01% No change 4,000 $245K
Fiduciary Group, LLC 0.02% No change 3,995 $244K
Moneco Advisors, LLC 0.02% New 3,960 $242K
Sage Mountain Advisors LLC 0.02% Add +1.7% 3,953 $242K
Freedom Investment Management, Inc. 0.02% Reduce -17.7% 3,929 $240K
Cypress Wealth Services, LLC 0.04% Add +7.4% 3,927 $240K
Oarsman Capital, Inc. 0.04% Add +10.5% 3,921 $240K
Nilsine Partners, LLC 0.02% Reduce -32.0% 3,889 $238K
S.A. Mason LLC 0.11% No change 3,883 $238K
AlphaCore Capital LLC 0.01% New 3,879 $237K
United Community Bank 0.08% Add +3.9% 3,875 $237K
Riverview Trust Co 0.29% No change 3,849 $235K
Carr Financial Group Corp 0.07% Reduce -15.3% 3,835 $235K
Wellington Shields & Co., LLC 0.07% No change 3,812 $233K
Cottonwood Capital Advisors, LLC 0.16% Reduce -5.5% 3,793 $232K
Somerville Kurt F 0.04% Reduce -1.3% 3,787 $232K
HBK Sorce Advisory LLC 0.01% Add +3.1% 3,772 $231K
Brookstone Capital Management 0.00% Add +1.4% 3,757 $230K
Azimuth Capital Investment Management LLC 0.01% No change 3,735 $228K
Capital Analysts, LLC 0.01% No change 3,692 $226K
Flagship Harbor Advisors, LLC 0.01% Reduce -0.4% 3,633 $222K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.7% 3,621 $221K
Sittner & Nelson, LLC 0.09% Add +0.2% 3,617 $221K
Pinnacle Financial Partners Inc 0.00% Reduce -5.1% 3,608 $221K
Venturi Wealth Management, LLC 0.01% New 3,597 $220K
AE Wealth Management LLC 0.00% New 3,593 $220K
Certuity, LLC 0.02% Reduce -4.7% 3,592 $220K
Atlantic Edge Private Wealth Management, LLC 0.06% Add +0.0% 3,590 $220K
Atticus Wealth Management, LLC 0.06% Add +398.9% 3,587 $219K
Sovran Advisors, LLC 0.02% New 3,595 $219K
Western Wealth Management, LLC 0.01% New 3,579 $219K
SVB Wealth LLC 0.01% New 3,576 $219K
Fort Washington Investment Advisors Inc. 0.00% Reduce -44.5% 3,553 $217K
Kovack Advisors, Inc. 0.02% Add +0.2% 3,546 $217K
Carrera Capital Advisors 0.04% New 3,538 $216K
Boston Family Office LLC 0.01% No change 3,511 $215K
New Republic Capital, LLC 0.08% Reduce -2.0% 3,505 $214K
Proficio Capital Partners LLC 0.01% Reduce -4.7% 3,502 $214K
Traub Capital Management LLC 0.20% — 3,500 $214K
Verity & Verity, LLC 0.02% No change 3,500 $214K
Nicolet Advisory Services, LLC 0.02% Add +0.1% 3,538 $214K
Binnacle Investments Inc 0.14% Add +9.2% 3,494 $214K
Oregon Pacific Wealth Management, LLC 0.20% Reduce -10.8% 3,489 $213K
Fourpath Capital Management, LLC 0.03% Add +0.5% 3,471 $212K
Accuvest Global Advisors 0.14% New 3,458 $212K
Comprehensive Money Management Services LLC 0.16% Reduce -5.6% 3,450 $211K
OneAscent Financial Services LLC 0.01% New 3,380 $208K
Frisch Financial Group, Inc. 0.05% Reduce -8.1% 3,385 $207K
MMBG Investment Advisors Co. 0.02% No change 3,381 $207K
Evoke Wealth, LLC 0.00% New 3,373 $206K
Harbour Investments, Inc. 0.01% Add +1.4% 3,373 $206K
Stokes Family Office, LLC 0.02% New 3,353 $205K
Coastwise Capital Group, LLC 0.16% New 3,341 $204K
Klingenstein Fields & Co. LP 0.01% New 3,325 $203K
Savvy Advisors, Inc. 0.01% New 3,322 $203K
Archford Capital Strategies, LLC 0.03% New 3,308 $202K
Cladis Investment Advisory, LLC 0.13% New 3,300 $202K
Prospect Financial Group LLC 0.21% New 3,297 $202K
Spire Wealth Management 0.01% Reduce -79.7% 3,260 $199K
Creative Financial Designs Inc. 0.01% Add +0.5% 3,255 $199K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,213 $197K
Financial Network Wealth Advisors LLC 0.23% Reduce -5.7% 3,145 $192K
Bruce G. Allen Investments, LLC 0.14% Reduce -10.1% 3,053 $187K
Cape Investment Advisory, Inc. 0.07% Add +7.8% 3,034 $186K
Delta Asset Management LLC 0.02% Reduce -0.7% 2,895 $177K
Evelyn Partners Investment Management (Europe) Ltd 0.06% No change 2,800 $171K
Parvin Asset Management, LLC 0.17% Reduce -17.7% 2,785 $170K
First Horizon Advisors, Inc. 0.00% Reduce -59.2% 2,633 $161K
Old Second National Bank of Aurora 0.04% Reduce -0.5% 2,622 $160K
Montag A & Associates Inc. 0.01% No change 2,600 $159K
St Germain D J Co. Inc. 0.01% Add +61.0% 2,591 $158K
HHM Wealth Advisors, LLC 0.02% No change 2,587 $158K
State of Wyoming 0.02% Reduce -22.8% 2,541 $155K
Heritage Wealth Advisors 0.01% Add +3.1% 2,274 $139K
CX Institutional 0.00% No change 2,276 $139K
Atlas Capital Advisors Inc. 0.02% Add +35.6% 2,207 $135K
Chilton Capital Management LLC 0.00% No change 2,203 $135K
Global Trust Asset Management, LLC 0.07% No change 2,062 $126K
CI Investments Inc. 0.00% Reduce -4.0% 2,028 $124K
Talon Private Wealth, LLC 0.02% New 1,944 $119K
Rothschild Investment LLC 0.01% Reduce -2.5% 1,905 $117K
Hara Capital LLC 0.07% No change 1,882 $115K
Glen Eagle Advisors, LLC 0.02% No change 1,812 $111K
Park Place Capital Corp 0.02% No change 1,773 $109K
Cary Street Partners Investment Advisory LLC 0.05% Add +12.0% 1,777 $109K
Thompson Investment Management, Inc. 0.02% No change 1,776 $109K
CENTRAL TRUST Co 0.00% No change 1,740 $106K
Physician Wealth Advisors, Inc. 0.02% Add +5.3% 1,719 $105K
Strategic Wealth Partners, Ltd. 0.01% — 1,717 $105K
Hartford Financial Management Inc. 0.03% Reduce -3.2% 1,611 $99K
Concord Wealth Partners 0.01% No change 1,574 $96K
Salem Investment Counselors Inc. 0.00% No change 1,516 $93K
Evermay Wealth Management LLC 0.01% No change 1,485 $91K
Millstone Evans Group, LLC 0.06% Add +7.2% 1,481 $91K
GHP Investment Advisors, Inc. 0.00% No change 1,477 $90K
Washington Trust Advisors, Inc. 0.01% Add +0.8% 1,476 $90K
Westside Investment Management, Inc. 0.02% Add +28.7% 1,445 $88K
Boreal Capital Management LLC 0.08% — 1,422 $87K
Pingora Partners LLC 0.06% No change 1,392 $85K
Arlington Trust Co LLC 0.02% No change 1,364 $83K
Harbor Asset Planning, Inc. 0.08% — 1,300 $80K
Opal Wealth Advisors, LLC 0.02% Add +22.6% 1,295 $79K
Maseco LLP 0.00% — 1,266 $77K
Rossby Financial, LCC 0.03% Reduce -8.7% 1,227 $75K
Field & Main Bank 0.02% Reduce -1.2% 1,210 $74K
TFC Financial Management, Inc. 0.01% Add +929.1% 1,204 $74K
Harbor Investment Advisory, LLC 0.01% No change 1,197 $73K
First United Bank & Trust 0.03% No change 1,175 $72K
Johnson Financial Group, Inc. 0.00% Reduce -37.5% 1,162 $71K
LGT Financial Advisors LLC 0.18% Add +1.2% 1,137 $70K
CoreCap Advisors, LLC 0.00% Reduce -24.8% 1,135 $69K
Flagship Wealth Advisors, LLC 0.02% No change 1,071 $66K
Ameriflex Group, Inc. 0.03% Reduce -73.9% 1,070 $65K
Colonial Trust Advisors 0.01% No change 1,050 $64K
Olistico Wealth, LLC 0.03% No change 1,000 $61K
Missouri Trust & Investment Co 0.02% No change 1,000 $61K
Fairscale Capital, LLC 0.04% Add +618.6% 1,042 $61K
Aventura Private Wealth, LLC 0.03% No change 992 $61K
Quaker Wealth Management, LLC 0.02% — 975 $60K
Summit Securities Group LLC 0.02% Reduce -96.9% 973 $60K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +683.9% 972 $59K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 956 $58K
Prestige Wealth Management Group LLC 0.01% No change 950 $58K
Whipplewood Advisors, LLC 0.03% Add +1.2% 907 $55K
Marshall & Sullivan Inc. 0.03% New 900 $55K
LRI Investments, LLC 0.00% Reduce -22.8% 884 $54K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 882 $54K
Evelyn Partners Investment Management Services Ltd 0.01% No change 875 $54K
JFS Wealth Advisors, LLC 0.00% No change 828 $51K
Twin Peaks Wealth Advisors, LLC 0.02% New 823 $50K
Mb, Levis & Associates, LLC 0.02% No change 813 $50K
Financial Management Professionals, Inc. 0.01% No change 773 $47K
Golden State Wealth Management, LLC 0.01% Add +79.1% 736 $45K
Accredited Wealth Management, LLC 0.04% Reduce -6.0% 722 $44K
Boyd Watterson Asset Management LLC 0.01% No change 718 $44K
Caldwell Sutter Capital, Inc. 0.02% Add +3.9% 717 $44K
Evolution Advisers, Inc. 0.02% No change 700 $42K
Bogart Wealth, LLC 0.00% No change 676 $41K
TD Capital Management LLC 0.00% Add +531.1% 669 $41K
Murphy & Mullick Capital Management Corp 0.03% No change 688 $40K
Country Trust Bank 0.00% Add +7.4% 640 $39K
Financial Connections Group, Inc. 0.02% New 650 $39K
Financial Perspectives, Inc 0.01% No change 635 $39K
Financial Avengers, Inc. 0.02% Add +0.5% 600 $37K
Godsey & Gibb, Inc. 0.00% No change 600 $37K
Avalon Trust Co 0.00% No change 600 $37K
Coastline Trust Co 0.00% No change 580 $35K
Sunbelt Securities, Inc. 0.00% Reduce -69.0% 613 $35K
TCTC Holdings, LLC 0.00% No change 556 $34K
Brentview Investment Management LLC 0.02% No change 553 $34K
NFSG Corp 0.01% Add +0.2% 526 $32K
Roble, Belko & Company, Inc 0.00% No change 530 $32K
Roxbury Financial LLC 0.03% Add +1.0% 518 $32K
City State Bank 0.01% No change 517 $32K
Red Tortoise LLC 0.02% No change 512 $31K
VSM Wealth Advisory, LLC 0.01% No change 500 $31K
American National Bank & Trust 0.00% Reduce -5.3% 500 $31K
BOK Financial Private Wealth, Inc. 0.00% No change 500 $31K
Nisa Investment Advisors, LLC 0.00% No change 500 $31K
Medallion Wealth Advisors, LLC 0.01% No change 487 $30K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -45.1% 486 $30K
Oakworth Capital, Inc. 0.00% Reduce -28.8% 473 $29K
Vermillion Wealth Management, Inc. 0.01% No change 473 $29K
Richardson Financial Services Inc. 0.02% Reduce -24.3% 468 $29K
Bangor Savings Bank 0.00% No change 469 $29K
Core Alternative Capital 0.01% No change 436 $27K
Loomis Sayles & Co. L P 0.00% Reduce -87.0% 434 $27K
McIlrath & Eck, LLC 0.00% No change 426 $26K
Tortoise Investment Management, LLC 0.00% No change 411 $25K
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
Webster Bank, N. A. 0.00% Reduce -35.2% 400 $24K
Highline Wealth Partners LLC 0.01% Add +80.8% 396 $24K
Briaud Financial Planning Inc 0.01% New 395 $24K
Hemington Wealth Management 0.00% No change 392 $23K
Park Square Financial Group, LLC 0.02% Reduce -3.0% 361 $22K
Wood Tarver Financial Group, LLC 0.01% No change 372 $22K
JNBA Financial Advisors 0.00% No change 359 $22K
Citizens National Bank Trust Department 0.00% No change 358 $22K
N.E.W. Advisory Services LLC 0.00% Reduce -31.3% 347 $21K
Union Bancaire Privee, UBP SA 0.00% No change 341 $21K
Key Financial Inc 0.00% No change 339 $21K
Baillie Gifford & Co. 0.00% Reduce -19.1% 335 $20K
Centricity Wealth Management, LLC 0.02% No change 329 $20K
Quintet Private Bank (Europe) S.A. 0.00% No change 325 $20K
MTM Investment Management, LLC 0.01% New 320 $20K
Proathlete Wealth Management LLC 0.01% Add +6.0% 316 $19K
North Capital, Inc. 0.02% Reduce -14.0% 314 $19K
GW&K Investment Management, LLC 0.00% No change 315 $19K
Smallwood Wealth Investment Management, LLC 0.01% No change 300 $18K
Garde Capital, Inc. 0.00% No change 300 $18K
Wolff Wiese Magana LLC 0.01% No change 293 $18K
American Capital Advisory, LLC 0.01% No change 292 $18K
Kozak & Associates, Inc. 0.00% Reduce -4.4% 284 $17K
Beacon Capital Management, LLC 0.00% Add +0.4% 279 $17K
Riggs Asset Managment Co. Inc. 0.00% New 279 $17K
SRH Advisors, LLC 0.01% No change 267 $16K
S&T Bank 0.00% No change 260 $16K
Sterling Capital Management LLC 0.00% No change 246 $15K
Redmont Wealth Advisors LLC 0.02% Add +205.2% 235 $14K
Piscataqua Savings Bank 0.01% Add +362.0% 231 $14K
West Branch Capital LLC 0.00% Reduce -81.3% 229 $14K
Asset Dedication, LLC 0.00% Reduce -37.0% 228 $14K
Crowley Wealth Management, Inc. 0.01% No change 218 $13K
GPS Wealth Strategies Group, LLC 0.00% Reduce -30.8% 213 $13K
Albion Financial Group 0.00% No change 211 $13K
MJT & Associates Financial Advisory Group, Inc. 0.02% Reduce -13.6% 203 $12K
Chapman Financial Group, LLC 0.01% — 200 $12K
Future Financial Wealth Managment LLC 0.01% No change 200 $12K
Monetary Management Group Inc. 0.00% No change 200 $12K
New England Capital Financial Advisors LLC 0.01% Add +18.4% 187 $11K
Bear Mountain Capital, Inc. 0.00% No change 190 $11K
Private Wealth Asset Management, LLC 0.00% Reduce -18.2% 184 $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
Wealth Preservation Advisors, LLC 0.01% New 176 $11K
Cornerstone Planning Group LLC 0.00% Reduce -41.7% 179 $11K
Legacy Investment Solutions, LLC 0.01% — 175 $11K
Legacy Wealth Managment, LLC 0.01% No change 175 $11K
Adirondack Trust Co. 0.00% No change 170 $10K
MCF Advisors LLC 0.00% Reduce -41.0% 167 $10K
General Partner, Inc. 0.01% No change 167 $10K
WPG Advisers, LLC 0.01% Add +1.2% 164 $10K
Bare Financial Services, Inc 0.00% New 164 $10K
BankPlus Trust Department 0.00% No change 160 $10K
Archer Investment Corp 0.00% No change 150 $9K
ORG Partners LLC 0.00% New 131 $8K
Bell Investment Advisors, Inc 0.00% No change 128 $8K
Hollencrest Capital Management 0.00% No change 128 $8K
Clearstead Advisors, LLC 0.00% Reduce -26.0% 125 $8K
Glass Jacobson Investment Advisors llc 0.00% Reduce -29.9% 124 $8K
Tower View Wealth Management LLC 0.00% Add +0.9% 116 $7K
Center for Financial Planning, Inc. 0.00% No change 113 $7K
Oliver Lagore Vanvalin Investment Group 0.00% — 109 $6K
True Wealth Design, LLC 0.00% Reduce -3.7% 103 $6K
YANKCOM Partnership 0.00% No change 102 $6K
Princeton Global Asset Management LLC 0.00% New 101 $6K
AllSquare Wealth Management LLC 0.00% No change 100 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 100 $6K
Pflug Koory, LLC 0.00% No change 100 $6K
Gables Capital Management Inc. 0.00% No change 100 $6K
Rialto Wealth Management, LLC 0.00% No change 99 $6K
SWAN Capital LLC 0.00% New 94 $6K
Fourth Dimension Wealth, LLC 0.00% No change 93 $6K
Morton Brown Family Wealth, LLC 0.00% No change 91 $6K
First Command Advisory Services, Inc. 0.00% No change 87 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 80 $5K
Holos Integrated Wealth LLC 0.00% No change 78 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 75 $5K
Rakuten Securities, Inc. 0.00% Reduce -66.2% 74 $5K
Minot DeBlois Advisors LLC 0.00% No change 73 $4K
HighMark Wealth Management LLC 0.00% Reduce -2.9% 68 $4K
Retirement Wealth Solutions LLC 0.00% No change 62 $4K
Stephens Consulting, LLC 0.00% New 62 $4K
Kilter Group LLC 0.00% New 57 $3K
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% No change 52 $3K
Dunhill Financial, LLC 0.00% No change 51 $3K
Pittenger & Anderson Inc. 0.00% Reduce -28.6% 50 $3K
Copeland Capital Management, LLC 0.00% No change 50 $3K
Covestor Ltd 0.00% Add +55.6% 42 $3K
Principia Wealth Advisory, LLC 0.00% New 47 $3K
New Millennium Group LLC 0.00% No change 44 $3K
Atwood & Palmer Inc. 0.00% No change 42 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -80.0% 38 $2K
Iron Horse Wealth Management, LLC 0.00% No change 37 $2K
Nova Wealth Management, Inc. 0.00% New 36 $2K
FSA Wealth Management LLC 0.00% No change 35 $2K
MPWM Advisory Solutions, LLC 0.00% No change 33 $2K
FWL Investment Management, LLC 0.00% New 32 $2K
Darwin Wealth Management, LLC 0.00% No change 31 $2K
Centennial Bank 0.00% New 30 $2K
Salomon & Ludwin, LLC 0.00% New 29 $2K
Anfield Capital Management, LLC 0.00% New 29 $2K
Fairman Group, LLC 0.00% No change 26 $2K
Gold Investment Management Ltd. 0.00% No change 25 $2K
Comprehensive Financial Planning, Inc. 0.00% No change 23 $1K
Curio Wealth, LLC 0.00% Add +2100.0% 22 $1K
Abound Wealth Management 0.00% No change 21 $1K
Transce3nd, LLC 0.00% No change 20 $1K
Perritt Capital Management Inc 0.00% No change 19 $1K
WealthCollab, LLC 0.00% No change 18 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 17 $1K
Robbins Farley 0.00% No change 10 $612
Raleigh Capital Management Inc. 0.00% No change 9 $553
High Note Wealth, LLC 0.00% No change 9 $551
Rise Advisors, LLC 0.00% Add +200.0% 6 $376
Blume Capital Management, Inc. 0.00% Reduce -95.1% 4 $245

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