UnileverUL

13F holders, Q3 2025 (September 30)
1,169holders −15
71new positions
78sold out
9famous investors
$59.29avg. 13F price*

At the end of Q3 2025, 1,169 institutions reported holding Unilever PLC (UL) in their 13F filings, down 15 from Q2 2025. 71 opened new positions and 78 sold out. The largest holders were Wellington Management Group LLP ($2.1B), Fisher Asset Management ($1.3B) and Morgan Stanley ($571.6M). 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 (0.0% of GMO's portfolio).

Company
Unilever PLC
CUSIP
904767704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions71$43.3M
Exits78$78.4M

All 13F filers, Q2 2025 → Q3 2025: 16,483,756 shares bought and 8,885,508 shares sold, net +7,598,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,169 holders

Wellington Management Group LLP 0.36% Add +9.3% 34,665,544 $2.1B
Fisher Asset Management 0.48% Add +4.5% 22,537,917 $1.3B
Morgan Stanley 0.03% Add +3.9% 9,642,607 $571.6M
GQG Partners LLC 0.85% Reduce -7.1% 9,280,226 $550.1M
FMR LLC 0.03% Add +57.2% 8,107,217 $480.6M
State Farm Mutual Automobile Insurance Co. 0.34% No change 6,887,758 $408.3M
Clearbridge Investments, LLC 0.30% Add +12.5% 6,737,679 $399.4M
Bank of America Corp. 0.03% Add +1.6% 5,773,638 $342.3M
Dimensional Fund Advisors LP 0.06% Reduce -1.4% 4,782,828 $283.5M
Wells Fargo & Company 0.06% Reduce -2.3% 4,755,751 $281.9M
Goldman Sachs Group Inc. 0.04% Reduce -2.8% 4,648,281 $275.6M
Envestnet Asset Management Inc. 0.07% Add +3.5% 4,001,060 $237.2M
Lazard Asset Management LLC 0.27% Reduce -6.5% 3,425,384 $203.1M
Royal Bank of Canada 0.04% Add +3.4% 3,400,102 $201.6M
Raymond James Financial Inc. 0.06% Add +0.5% 3,293,210 $195.2M
Fiduciary Management Inc. 1.89% Reduce -3.9% 3,158,201 $187.2M
Hotchkis & Wiley Capital Management LLC 0.52% Reduce -0.1% 2,846,474 $168.7M
Jennison Associates LLC 0.10% Reduce -11.4% 2,797,876 $165.9M
BlackRock, Inc. 0.00% Add +6.8% 2,713,188 $160.8M
American Century Companies Inc. 0.08% Add +2.2% 2,642,973 $156.7M
Cullen Capital Management, LLC 1.62% Reduce -2.1% 2,492,750 $147.8M
Hamlin Capital Management, LLC 3.28% Reduce -21.2% 2,430,412 $144.1M
Northern Trust Corp. 0.02% Reduce -1.2% 2,407,073 $142.7M
Thrivent Financial for Lutherans 0.27% Add +13906.2% 2,268,300 $134.5M
T. Rowe Price Associates Inc. 0.01% Add +102.3% 2,125,365 $126.0M
Saratoga Research & Investment Management 6.50% Reduce -2.2% 2,108,717 $125.0M
Equity Investment Corp. 2.57% Add +4.1% 2,066,919 $122.5M
JPMorgan Chase & Co. 0.01% Add +12.9% 1,831,092 $108.5M
Allspring Global Investments Holdings, LLC 0.16% Add +13.5% 1,727,019 $101.6M
Everett Harris & Co. 1.17% Reduce -1.4% 1,596,472 $94.6M
Munich Reinsurance Co Stock Corp in Munich 2.07% — 1,391,050 $82.5M
Neuberger Berman Group LLC 0.06% Reduce -50.9% 1,390,211 $82.4M
Natixis Advisors, LLC 0.11% Add +3.1% 1,247,467 $74.0M
Captrust Financial Advisors 0.14% Add +1.2% 1,116,031 $66.2M
Brown Advisory Inc. 0.08% Add +8.0% 1,069,658 $63.4M
LPL Financial LLC 0.02% Add +18.3% 1,044,809 $61.9M
Aristotle Capital Management, LLC 0.11% Reduce -1.2% 991,567 $58.8M
Truist Financial Corp. 0.07% Add +0.1% 915,243 $54.3M
Bank of New York Mellon Corp 0.01% Add +5.0% 896,314 $53.1M
Ameriprise Financial Inc. 0.01% Add +21.8% 891,493 $52.8M
UBS Group AG 0.01% Add +7.5% 865,132 $51.3M
Corient Private Wealth LP 0.08% Reduce -11.1% 855,081 $50.7M
CORDA Investment Management, LLC. 3.34% Reduce -0.2% 801,259 $47.5M
First Trust Advisors LP 0.04% Add +2.0% 791,098 $46.9M
Federation des caisses Desjardins du Quebec 0.18% Add +10.5% 773,648 $45.9M
First Eagle Investment Management, LLC 0.08% Add +10.4% 701,486 $41.6M
Factory Mutual Insurance Co. 0.40% Add +11.2% 700,409 $41.5M
Cerity Partners LLC 0.07% Add +4.1% 678,771 $40.2M
JARISLOWSKY, FRASER Ltd 0.22% Add +3.1% 676,812 $40.1M
Capital Advisors Inc. 0.67% Add +3.3% 671,461 $39.8M
Advisors Capital Management, LLC 0.50% Add +4.2% 665,494 $39.5M
Cooke & Bieler LP 0.40% Reduce -12.5% 648,171 $38.4M
St. James Investment Company, LLC 6.00% Reduce -0.7% 644,085 $38.2M
Stifel Financial Corp. 0.03% Add +4.8% 641,470 $38.0M
Oppenheimer Asset Management Inc. 0.42% Reduce -3.1% 637,319 $37.8M
Chevy Chase Trust Holdings, LLC 0.10% Add +5.6% 635,295 $37.7M
Trillium Asset Management, LLC 0.99% Reduce -1.8% 632,755 $37.5M
United Capital Financial Advisors, LLC 0.27% Add +0.3% 627,379 $37.2M
Saturna Capital Corp. 0.47% Add +1.0% 612,638 $36.3M
Janney Montgomery Scott LLC 0.09% Add +0.5% 606,853 $36.0M
M&T Bank Corp 0.12% Reduce -7.2% 588,657 $34.9M
River Road Asset Management, LLC 0.37% Reduce -1.0% 551,989 $32.7M
Tocqueville Asset Management L.P. 0.47% Reduce -1.2% 538,725 $31.9M
Clark Capital Management Group, Inc. 0.18% Add +0.8% 482,907 $28.6M
Creative Planning 0.02% Add +1.5% 470,259 $27.9M
Citadel Advisors 0.02% Add +100.9% 466,542 $27.7M
National Bank of Canada 0.03% Reduce -10.5% 447,836 $26.5M
Sustainable Growth Advisers, LP 0.15% Add +0.9% 443,906 $26.3M
HighTower Advisors, LLC 0.03% Add +3.0% 442,378 $26.2M
PNC Financial Services Group, Inc. 0.02% Reduce -5.3% 435,871 $25.8M
Cardinal Capital Management, Inc. 0.74% Add +1.9% 432,684 $25.6M
Bank of Montreal 0.01% Add +2.0% 423,188 $25.1M
Cibc World Market Inc. 0.05% Add +0.7% 418,912 $24.8M
Sei Investments Co. 0.03% Reduce -6.9% 398,150 $23.6M
Cheviot Value Management, LLC 2.48% Reduce -1.1% 377,270 $23.4M
Mar Vista Investment Partners LLC 2.03% Reduce -23.3% 393,929 $23.4M
Grandfield & Dodd, LLC 1.32% Reduce -1.6% 393,834 $23.3M
Compagnie Lombard Odier SCmA 0.26% No change 392,000 $23.2M
Franklin Resources Inc. 0.01% Reduce -4.4% 380,139 $22.5M
Kornitzer Capital Management Inc. 0.44% Reduce -1.0% 364,944 $21.6M
Mariner, LLC 0.03% Reduce -3.0% 364,376 $21.6M
Commonwealth Equity Services, LLC 0.03% Reduce -16.4% 353,229 $20.9M
Cetera Investment Advisers 0.02% Add +33.3% 337,116 $20.0M
Osaic Holdings, Inc. 0.03% Reduce -5.0% 320,249 $19.4M
Crossmark Global Holdings, Inc. 0.29% Add +4.9% 324,767 $19.3M
MML Investors Services, LLC 0.05% Add +7.7% 302,114 $17.9M
Reynders McVeigh Capital Management, LLC 0.83% Add +19.4% 298,311 $17.7M
GMO 0.05% Reduce -27.0% 297,406 $17.6M
Ingalls & Snyder LLC 0.58% Reduce -0.8% 296,472 $17.6M
QV Investors Inc. 1.50% Add +59.0% 291,784 $17.3M
Quantinno Capital Management LP 0.05% Add +27.3% 287,617 $17.0M
Charles Schwab Investment Management Inc. 0.00% Add +18.3% 286,612 $17.0M
Alpha Cubed Investments, LLC 0.57% Reduce -3.7% 276,342 $16.4M
Wallace Capital Management Inc. 2.03% Reduce -2.1% 275,150 $16.3M
Managed Asset Portfolios, LLC 1.96% Add +0.3% 266,439 $15.8M
Northstar Asset Management Inc. 4.09% Add +2.6% 265,201 $15.7M
Assetmark, Inc. 0.03% Add +47.3% 261,392 $15.5M
Baird Financial Group, Inc. 0.02% Add +181.9% 247,643 $14.7M
Capital Fund Management S.A. 0.14% Reduce -28.8% 243,029 $14.4M
O'shaughnessy Asset Management, LLC 0.08% Add +10.6% 241,237 $14.3M
Zevin Asset Management LLC 2.06% Reduce -3.8% 238,501 $14.1M
Yacktman Asset Management 0.19% Reduce -1.6% 235,669 $14.0M
Scotia Capital Inc. 0.06% Reduce -3.2% 233,982 $13.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +6.0% 224,531 $13.2M
SCS Capital Management LLC 0.14% Add +0.9% 221,807 $13.1M
Modera Wealth Management, LLC 0.15% Reduce -2.8% 215,379 $12.8M
Russell Investments Group, Ltd. 0.01% Reduce -17.7% 211,442 $12.5M
Boston Common Asset Management, LLC 0.35% Reduce -2.2% 209,495 $12.4M
ProVise Management Group, LLC 0.90% Add +5.1% 205,028 $12.2M
Orion Porfolio Solutions, LLC 0.09% Add +17.4% 197,051 $11.7M
Matthew Goff Investment Advisor, LLC 1.94% Reduce -0.2% 191,611 $11.4M
Focus Partners Wealth 0.02% Add +29.6% 189,492 $11.2M
Citigroup Inc. 0.01% Add +7.7% 186,584 $11.1M
HRT Financial LP 0.04% New 184,676 $10.9M
Alerus Financial NA 0.55% Add +5.0% 183,979 $10.9M
Clark Estates Inc. 2.44% No change 180,000 $10.7M
M. Kulyk & Associates, LLC 2.12% Add +8.7% 176,170 $10.4M
American Assets Investment Management, LLC 0.74% No change 170,000 $10.1M
Levin Capital Strategies, L.P. 0.92% Reduce -24.6% 169,425 $10.0M
Euro Pacific Asset Management, LLC 1.19% Reduce -0.4% 164,157 $9.9M
Guardian Capital LP 0.32% Add +7.0% 165,353 $9.8M
Eldred Rock Partners, LLC 2.42% Add +12.2% 163,471 $9.7M
Northside Capital Management, LLC 0.88% Add +414.3% 163,099 $9.7M
Allworth Financial LP 0.04% Reduce -2.3% 160,303 $9.5M
NewSquare Capital LLC 0.64% Add +0.9% 159,416 $9.5M
HSBC Holdings PLC 0.01% Add +0.3% 159,196 $9.4M
Vident Advisory, LLC 0.09% Add +31.5% 157,448 $9.3M
Hantz Financial Services, Inc. 0.14% Add +9.8% 156,908 $9.3M
BNP Paribas Financial Markets 0.01% Reduce -65.4% 153,641 $9.1M
US Bancorp \de 0.01% Add +10.7% 153,258 $9.1M
&partners 0.06% Add +12.7% 153,203 $9.1M
Cary Street Partners Financial LLC 0.23% Reduce -2.4% 150,635 $8.9M
Templeton & Phillips Capital Management, LLC 6.40% No change 150,081 $8.9M
Janney Capital Management LLC 0.55% New 149,710 $8.9M
Systematic Alpha Investments, LLC 0.29% No change 147,881 $8.8M
QRG Capital Management, Inc. 0.10% Reduce -35.6% 146,086 $8.7M
Lowe Brockenbrough & Co. Inc. 0.45% Add +0.9% 145,967 $8.7M
NorthCrest Asset Manangement, LLC 0.20% Add +1.0% 146,245 $8.6M
Pathstone Holdings, LLC 0.03% Reduce -0.9% 144,232 $8.6M
Rockland Trust Co. 0.35% Reduce -12.3% 142,318 $8.4M
Oxbow Advisors, LLC 0.77% Add +1.6% 137,745 $8.2M
Nicholas Company, Inc. 0.14% Reduce -0.0% 137,700 $8.2M
Federated Hermes, Inc. 0.01% Add +0.6% 135,643 $8.0M
Todd Asset Management LLC 0.16% Reduce -0.3% 135,363 $8.0M
Clean Yield Group 2.26% Reduce -1.5% 134,958 $8.0M
Snowden Capital Advisors LLC 0.22% Add +0.1% 134,734 $8.0M
GFS Advisors, LLC 1.02% No change 134,665 $8.0M
Destination Wealth Management 0.22% Reduce -0.9% 133,728 $7.9M
Windle Wealth, LLC 3.53% Add +3.8% 133,188 $7.9M
One Capital Management, LLC 0.25% Add +7.0% 132,900 $7.9M
Stonegate Investment Group, LLC 0.18% Add +352.5% 132,395 $7.8M
Qube Research & Technologies Ltd 0.01% Reduce -65.1% 131,952 $7.8M
AQR Capital Management 0.00% Add +39.6% 130,036 $7.7M
Waverly Advisors, LLC 0.08% Reduce -4.3% 128,440 $7.6M
Mercer Global Advisors Inc. 0.01% Reduce -5.3% 126,347 $7.5M
Empowered Funds, LLC 0.07% Add +9.1% 125,233 $7.4M
Hilton Capital Management, LLC 0.59% Reduce -7.9% 122,397 $7.3M
Kestra Advisory Services, LLC 0.03% Add +59.8% 120,317 $7.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +30.8% 119,944 $7.1M
Sanctuary Advisors, LLC 0.04% Reduce -0.3% 119,284 $7.1M
Manning & Napier Advisors LLC 0.09% Reduce -7.7% 118,610 $7.0M
Fiduciary Trust Co 0.08% Add +6.1% 118,521 $7.0M
Liberty One Investment Management, LLC 0.39% Add +952.7% 118,289 $7.0M
XML Financial, LLC 0.57% Reduce -5.0% 117,276 $7.0M
Advocate Group LLC 1.13% Reduce -1.2% 116,295 $6.9M
Sanders Capital, LLC 0.01% Reduce -3.0% 115,530 $6.8M
New England Asset Management Inc. 0.90% Add +0.6% 112,420 $6.7M
Martin Capital Partners, LLC 2.56% Reduce -1.6% 111,293 $6.6M
Auxier Asset Management LLC 0.92% Reduce -0.6% 111,141 $6.6M
Cwm, LLC 0.02% Reduce -3.5% 110,416 $6.5M
Ethic Inc. 0.11% Add +7.4% 108,152 $6.4M
Advisory Research Inc. 0.83% Add +23.6% 107,227 $6.4M
Portland Global Advisors LLC 0.71% Add +1.0% 106,757 $6.3M
Blair William & Co. 0.02% Reduce -2.9% 105,244 $6.2M
Hamilton Point Investment Advisors, LLC 0.97% Add +1.5% 104,620 $6.2M
Nixon Peabody Trust Co. 0.45% Add +3.5% 104,380 $6.2M
Guyasuta Investment Advisors Inc. 0.35% Reduce -3.4% 104,115 $6.2M
Stablepoint Partners, LLC 0.97% Add +0.8% 102,622 $6.1M
Shufro Rose & Co. LLC 0.50% Reduce -5.2% 101,675 $6.1M
Bell Bank 0.26% Add +5.9% 102,137 $6.1M
Coston, McIsaac & Partners 1.43% Add +1.0% 101,226 $6.0M
Keating Investment Counselors Inc. 1.71% Reduce -1.4% 100,948 $6.0M
Tevis Investment Management 3.50% Add +4.8% 98,076 $5.8M
Vanguard Personalized Indexing Management, LLC 0.06% Add +1.3% 97,857 $5.8M
Lorne Steinberg Wealth Management Inc. 1.39% Add +3.2% 97,596 $5.8M
Evelyn Partners Asset Management Ltd 1.30% Add +9.6% 96,820 $5.7M
Hennessy Advisors Inc. 0.20% Reduce -1.5% 96,800 $5.7M
Kavar Capital Partners Group, LLC 0.76% Reduce -1.6% 96,380 $5.7M
tru Independence LLC 1.45% Add +0.6% 94,188 $5.6M
Point72 Asset Management 0.01% Reduce -3.0% 92,790 $5.5M
Butensky & Cohen Financial Security, Inc. 1.50% Add +0.8% 90,992 $5.4M
Aquatic Capital Management LLC 0.10% Reduce -56.5% 90,639 $5.4M
Steward Partners Investment Advisory, LLC 0.03% Add +8.0% 89,675 $5.3M
Pinkerton Wealth, LLC 0.57% Add +7.2% 88,821 $5.3M
Marshall Wace, LLP 0.01% Add +49.6% 88,691 $5.3M
Allen Capital Group, LLC 0.50% Add +11.3% 88,447 $5.2M
Abc Arbitrage SA 0.51% Reduce -13.0% 87,125 $5.2M
Beacon Pointe Advisors, LLC 0.04% Reduce -23.4% 83,878 $5.0M
Jacobs & Co. 0.47% Reduce -2.3% 82,413 $4.9M
Moran Wealth Management, LLC 0.15% Add +3.6% 82,288 $4.9M
World Investment Advisors 0.10% Add +3.0% 82,140 $4.9M
Rockefeller Capital Management L.P. 0.01% Add +1.0% 82,072 $4.9M
Logan Capital Management Inc. 0.20% Add +12.4% 79,801 $4.7M
Headinvest, LLC 0.98% Reduce -1.4% 79,757 $4.7M
Arlington Partners LLC 1.63% Add +13.8% 79,637 $4.7M
Becker Capital Management Inc. 0.14% Reduce -1.8% 77,917 $4.6M
Eastern Bank 0.08% Reduce -0.7% 77,566 $4.6M
Bonness Enterprises Inc. 1.48% No change 76,040 $4.5M
Farther Finance Advisors, LLC 0.07% Add +6.9% 75,757 $4.5M
Atlantic Union Bankshares Corp 0.08% Add +0.8% 74,940 $4.4M
Gilman Hill Asset Management, LLC 0.69% Add +0.9% 74,617 $4.4M
Slocum, Gordon & Co LLP 3.53% Reduce -0.1% 74,550 $4.4M
Tower Research Capital LLC (TRC) 0.12% Reduce -29.8% 74,088 $4.4M
Capital Investment Counsel, LLC 0.65% Add +1.4% 73,954 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.7% 73,389 $4.4M
Motco 0.39% Add +0.7% 72,521 $4.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.8% 69,270 $4.1M
Bleakley Financial Group, LLC 0.10% Add +1.5% 69,055 $4.1M
Wilmington Savings Fund Society, FSB 0.10% Reduce -44.5% 68,507 $4.1M
Private Advisor Group, LLC 0.02% Reduce -1.9% 67,378 $4.0M
Jones Financial Companies LLLP 0.00% Add +13.3% 67,249 $4.0M
Quadrant Capital Group LLC 0.13% Reduce -18.5% 67,002 $4.0M
Exencial Wealth Advisors, LLC 0.13% Add +6.6% 66,973 $4.0M
Royce & Associates LP 0.04% No change 66,000 $3.9M
Beacon Financial Group 0.38% Reduce -3.3% 65,860 $3.9M
Dynamic Advisor Solutions LLC 0.11% Add +2.6% 65,784 $3.9M
Beacon Bank & Trust 0.83% Reduce -3.0% 65,376 $3.9M
Two Sigma Investments, LP 0.01% Reduce -79.6% 64,992 $3.9M
Autumn Glory Partners, LLC 1.57% Add +0.1% 64,516 $3.8M
Gabelli Funds LLC 0.03% Reduce -7.8% 64,465 $3.8M
Smithbridge Asset Management Inc. 0.55% Reduce -0.0% 64,158 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -1.1% 63,725 $3.8M
Oppenheimer & Co. Inc. 0.05% Reduce -6.5% 62,967 $3.7M
Keybank National Association 0.01% Reduce -1.4% 62,809 $3.7M
Atria Investments, Inc 0.04% Add +11.2% 62,649 $3.7M
Tweedy, Browne Co LLC 0.32% Reduce -0.5% 62,616 $3.7M
Heartland Advisors Inc. 0.19% Reduce -0.5% 61,897 $3.7M
Mutual Advisors, LLC 0.08% Add +2.9% 58,057 $3.6M
Squarepoint Ops LLC 0.01% Add +105.9% 60,770 $3.6M
NewEdge Wealth, LLC 0.05% Reduce -21.6% 58,318 $3.6M
IFP Advisors, Inc 0.09% Add +0.7% 59,976 $3.6M
Fullcircle Wealth LLC 1.25% Add +2.3% 58,415 $3.6M
Founders Financial Securities LLC 0.24% Add +12.3% 59,839 $3.5M
Naviter Wealth, LLC 0.41% Add +1.8% 59,745 $3.5M
Park Avenue Securities LLC 0.03% Add +6.4% 59,202 $3.5M
Horizon Investments, LLC 0.05% Add +12.6% 59,111 $3.5M
JPL Wealth Management, LLC 0.82% Add +0.4% 58,595 $3.5M
HB Wealth Management, LLC 0.02% Add +3.7% 57,664 $3.4M
CIBC Private Wealth Group LLC 0.01% Reduce -15.3% 57,243 $3.4M
Choreo, LLC 0.04% Reduce -4.0% 57,185 $3.4M
DAVENPORT & Co LLC 0.02% Reduce -7.8% 57,087 $3.4M
Courier Capital LLC 0.19% Reduce -2.1% 57,077 $3.4M
Stephens Inc. 0.04% Add +3.3% 56,828 $3.4M
apricus wealth, LLC 1.80% Reduce -2.2% 56,228 $3.3M
TD Waterhouse Canada Inc. 0.02% Add +6.9% 56,308 $3.3M
Old Port Advisors 0.83% Reduce -0.3% 55,799 $3.3M
Grey Ledge Advisors, LLC 0.74% Reduce -1.8% 55,420 $3.3M
Hall Laurie J Trustee 1.06% Add +3.7% 54,620 $3.2M
Davis-Rea LTD. 0.78% Reduce -2.0% 54,271 $3.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +11.8% 51,422 $3.2M
Strategic Advisors LLC 0.51% Add +1.3% 53,549 $3.2M
Azzad Asset Management Inc. 0.31% Add +2.7% 52,973 $3.1M
Concurrent Investment Advisors, LLC 0.05% Reduce -0.5% 52,862 $3.1M
Argent Trust Co 0.11% Add +0.6% 52,737 $3.1M
Foresight Capital Management Advisors, Inc. 1.76% Add +4.6% 52,623 $3.1M
Principal Securities, Inc. 0.05% Add +3.3% 52,423 $3.1M
Anchor Capital Advisors LLC 0.09% Add +0.0% 51,432 $3.0M
Naples Global Advisors, LLC 0.24% Add +4.4% 51,340 $3.0M
Redmond Asset Management, LLC 0.75% Reduce -4.8% 51,339 $3.0M
BTC Capital Management, Inc. 0.21% Add +23.4% 51,338 $3.0M
JCIC Asset Management Inc. 0.95% — 51,103 $3.0M
Signaturefd, LLC 0.05% Add +4.7% 50,034 $3.0M
Deutsche Bank AG 0.00% Add +2.6% 49,929 $3.0M
K.J. Harrison & Partners Inc 0.42% Reduce -16.7% 50,000 $2.9M
NewEdge Advisors, LLC 0.01% Add +1.3% 49,658 $2.9M
Meridian Wealth Management, LLC 0.11% Reduce -2.6% 49,621 $2.9M
Benjamin Edwards Inc. 0.03% Add +15.6% 49,410 $2.9M
Benedict Financial Advisors Inc. 0.63% Reduce -0.8% 49,187 $2.9M
Ritholtz Wealth Management 0.06% Add +33.9% 49,184 $2.9M
Advisory Services Network, LLC 0.04% Add +0.5% 48,566 $2.9M
Haverford Trust Co 0.03% Reduce -28.3% 48,165 $2.9M
Summit Global Investments 0.17% Add +742.7% 48,103 $2.9M
Zions Bancorporation, National Association 0.14% Add +2.9% 47,004 $2.8M
Verdence Capital Advisors LLC 0.16% Add +26.7% 44,039 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -4.1% 46,371 $2.7M
Guardian Partners Inc. 0.23% Add +1.7% 46,607 $2.7M
Kennon-Green & Company, LLC 2.12% Reduce -0.7% 46,004 $2.7M
Maverick Capital 0.04% New 45,904 $2.7M
Portside Wealth Group, LLC 0.38% Add +3.2% 45,607 $2.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -2.9% 45,607 $2.7M
Norden Group LLC 0.27% Reduce -4.7% 45,237 $2.7M
Kanawha Capital Management LLC 0.19% Reduce -0.0% 45,230 $2.7M
William Blair Investment Management, LLC 0.01% Reduce -0.2% 45,220 $2.7M
Pavion Blue Capital, LLC 1.14% No change 45,117 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Reduce -13.6% 44,982 $2.7M
Caprock Group, LLC 0.07% — 41,739 $2.7M
Rhumbline Advisers 0.00% Reduce -15.3% 44,661 $2.6M
Ieq Capital, LLC 0.01% Add +39.7% 44,343 $2.6M
Pathway Financial Advisers, LLC 0.75% Add +15.4% 43,640 $2.6M
U.S. Capital Wealth Advisors, LLC 0.07% Add +0.2% 43,139 $2.6M
Dakota Wealth Management 0.05% Reduce -15.4% 43,057 $2.6M
Columbus Macro, LLC 0.29% Add +0.8% 42,982 $2.5M
Parr McKnight Wealth Management Group, LLC 0.33% Add +1.3% 42,568 $2.5M
Glenmede Investment Management, LP 0.01% Reduce -7.7% 42,422 $2.5M
WCG Wealth Advisors LLC 0.16% Reduce -6.6% 42,178 $2.5M
Moors & Cabot, Inc. 0.11% Reduce -2.7% 41,964 $2.5M
44 Wealth Management LLC 0.84% Add +212.1% 41,813 $2.5M
Cardinal Capital Management 0.34% Add +2.1% 41,766 $2.5M
Texas Yale Capital Corp. 0.08% Reduce -4.7% 41,220 $2.4M
Regatta Capital Group, LLC 0.38% Add +0.0% 41,085 $2.4M
Merit Financial Group, LLC 0.02% Add +0.5% 40,982 $2.4M
Florida Trust Wealth Management Co 0.07% No change 40,797 $2.4M
SkyOak Wealth, LLC 0.46% Reduce -0.8% 40,763 $2.4M
Anchor Investment Management, LLC 0.20% Reduce -0.6% 40,527 $2.4M
Timber Creek Capital Management LLC 0.58% Reduce -0.6% 40,498 $2.4M
Klein Pavlis & Peasley Financial, Inc. 1.47% Reduce -2.4% 40,300 $2.4M
Mgo One Seven LLC 0.06% Add +9.6% 40,221 $2.4M
Financial Gravity Asset Management, Inc. 0.47% — 40,161 $2.4M
Synovus Financial Corp. 0.03% Add +0.5% 40,080 $2.4M
Game Plan Financial Advisors, LLC 1.08% Reduce -9.8% 39,901 $2.4M
Natural Investments, LLC 0.58% Add +0.7% 39,709 $2.4M
XTX Topco Ltd 0.12% New 39,484 $2.3M
Arvest Bank Trust Division 0.13% Reduce -3.8% 39,201 $2.3M
Prosperity Consulting Group, LLC 0.11% Reduce -13.0% 38,713 $2.3M
Pinnacle Associates Ltd. 0.03% Reduce -3.8% 37,661 $2.2M
Callahan Advisors, LLC 0.19% No change 37,600 $2.2M
Hohimer Wealth Management, LLC 0.31% Add +128.5% 37,587 $2.2M
Optimist Retirement Group LLC 1.00% Add +1.3% 37,220 $2.2M
Three Bridge Wealth Advisors, LLC 0.56% Reduce -0.5% 36,970 $2.2M
Compound Planning, Inc. 0.07% Add +1.5% 36,816 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.28% Add +15.0% 36,646 $2.2M
Callan Family Office, LLC 0.07% Reduce -20.9% 36,563 $2.2M
Lido Advisors, LLC 0.01% Add +112.2% 36,124 $2.1M
State Street Corp. 0.00% No change 36,017 $2.1M
MAI Capital Management 0.01% Add +27.8% 35,562 $2.1M
Trust Co. of Vermont 0.09% Reduce -0.3% 35,361 $2.1M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -1.6% 35,276 $2.1M
D.A. Davidson & Co. 0.01% Add +84.4% 35,247 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -58.3% 35,055 $2.1M
Aviso Financial Inc. 0.08% Add +0.2% 34,490 $2.0M
Peapack Gladstone Financial Corp. 0.03% Reduce -4.7% 34,470 $2.0M
FSB Premier Wealth Management, Inc. 0.67% Add +9.0% 34,279 $2.0M
Americana Partners, LLC 0.06% Reduce -1.3% 33,929 $2.0M
Bard Financial Services, Inc. 0.22% No change 33,800 $2.0M
Aptus Capital Advisors, LLC 0.02% Reduce -12.3% 33,143 $2.0M
Westhampton Capital, LLC 0.95% Reduce -0.6% 32,945 $2.0M
Lester Murray Antman dba SimplyRich 0.52% Add +2.5% 32,322 $1.9M
Auxano Advisors, LLC 0.41% Reduce -0.8% 32,147 $1.9M
Townsend & Associates, Inc 0.18% Add +0.6% 30,155 $1.9M
Earnest Partners LLC 0.01% Reduce -1.1% 31,848 $1.9M
Quadcap Wealth Management, LLC 0.22% Reduce -4.4% 31,762 $1.9M
Hutchinson Financial Advisors, INC 1.84% Add +2.2% 31,532 $1.9M
Evergreen Capital Management LLC 0.04% Add +32.0% 31,510 $1.9M
HF Advisory Group, LLC 0.68% Add +48.3% 31,437 $1.9M
Altman Advisors, Inc. 0.71% Add +1.1% 31,413 $1.9M
Drexel Morgan & Co. 0.29% No change 31,372 $1.9M
Advisors Asset Management, Inc. 0.03% Reduce -9.4% 30,975 $1.8M
Ancora Advisors LLC 0.04% Reduce -2.7% 30,918 $1.8M
ICW Investment Advisors LLC 0.66% Add +4.4% 30,484 $1.8M
Brooklyn Investment Group 0.24% Add +0.5% 29,478 $1.8M
Baker Chad R 0.31% New 30,105 $1.8M
Guardian Wealth Management, Inc. 1.05% Add +2.7% 30,089 $1.8M
RBF Capital, LLC 0.08% No change 30,000 $1.8M
Susquehanna International Group, LLP 0.00% Add +166.8% 29,948 $1.8M
Vise Technologies, Inc. 0.07% Reduce -11.7% 29,753 $1.8M
1832 Asset Management L.P. 0.00% Add +12.7% 29,655 $1.8M
Diversify Wealth Management, LLC 0.10% Reduce -0.6% 28,963 $1.8M
Lineweaver Wealth Advisors, LLC 0.25% Add +7.7% 29,271 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +13.4% 29,153 $1.7M
Arvest Investments, Inc. 0.25% Reduce -0.9% 28,909 $1.7M
Catalyst Capital Advisors LLC 0.03% No change 28,900 $1.7M
Pullen Investment Management, LLC 0.91% Add +0.6% 28,386 $1.7M
Johnson Investment Counsel Inc. 0.01% Reduce -18.6% 28,321 $1.7M
Perpetual Ltd 0.02% Reduce -10.8% 28,306 $1.7M
Elevation Point Wealth Partners, LLC 0.12% Reduce -11.6% 28,270 $1.7M
Voya Financial Advisors, Inc. 0.16% Add +1.4% 28,308 $1.7M
Aperture Investors, LLC 0.23% New 28,182 $1.7M
Apollon Wealth Management, LLC 0.03% Reduce -5.3% 27,929 $1.7M
Spirepoint Private Client, LLC 0.17% Add +6.3% 27,835 $1.7M
Regions Financial Corp. 0.01% Reduce -45.3% 27,787 $1.6M
Pacifica Partners Inc. 0.58% Reduce -13.3% 27,788 $1.6M
Delta Capital Management LLC 0.85% Reduce -6.8% 27,525 $1.6M
Fox Run Management, L.L.C. 0.25% Add +30.6% 27,394 $1.6M
KCM Investment Advisors LLC 0.05% Reduce -2.2% 27,393 $1.6M
TrueMark Investments, LLC 0.28% Add +14.8% 26,902 $1.6M
Capstone Financial Advisors, Inc. 0.09% Add +0.8% 26,596 $1.6M
Long Run Wealth Advisors, LLC 0.31% Add +11.2% 26,572 $1.6M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -7.3% 26,496 $1.6M
Abundance Wealth Counselors 0.27% Add +2.8% 26,390 $1.6M
Intrust Bank NA 0.13% Add +3.1% 26,237 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.2% 26,233 $1.6M
Hedges Asset Management LLC 1.18% No change 26,000 $1.5M
Marks Group Wealth Management, Inc 0.14% Add +62.2% 25,640 $1.5M
Parallel Advisors, LLC 0.03% Add +2.4% 25,463 $1.5M
Ativo Capital Management LLC 1.27% Add +28.6% 25,439 $1.5M
Ceera Investments, LLC 0.47% Reduce -1.4% 25,375 $1.5M
Narwhal Capital Management 0.11% Reduce -3.8% 25,181 $1.5M
Aviance Capital Partners, LLC 0.17% No change 24,850 $1.5M
Gibbs Wealth Management 0.33% Reduce -18.8% 24,718 $1.5M
Okabena Investment Services Inc. 0.28% New 24,661 $1.5M
Nia Impact Advisors, LLC 0.47% Add +1.9% 24,484 $1.5M
Hurley Capital, LLC 0.81% Add +0.6% 24,195 $1.4M
GoalVest Advisory LLC 0.30% Add +5.9% 24,141 $1.4M
Dodge & Cox 0.00% No change 23,900 $1.4M
LOM Asset Management Ltd 0.43% Add +0.5% 23,513 $1.4M
Alliance Wealth Advisors, LLC 0.32% Reduce -7.8% 23,319 $1.4M
Coldstream Capital Management Inc. 0.02% Add +19.7% 22,983 $1.4M
Tectonic Advisors LLC 0.07% Reduce -4.6% 22,943 $1.4M
Choate Investment Advisors 0.03% Reduce -7.0% 22,718 $1.3M
Ballentine Partners, LLC 0.02% Reduce -2.4% 22,623 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +14.4% 22,613 $1.3M
Syon Capital LLC 0.07% Reduce -1.9% 22,168 $1.3M
Vontobel Holding Ltd. 0.00% No change 22,069 $1.3M
Axxcess Wealth Management, LLC 0.03% Add +28.5% 22,041 $1.3M
Kimelman & Baird, LLC 0.10% No change 21,600 $1.3M
NorthCoast Asset Management LLC 0.01% Add +23.9% 21,539 $1.3M
Keystone Financial Group 0.10% Add +0.1% 21,478 $1.3M
Arax Advisory Partners 0.02% Add +314.9% 21,402 $1.3M
AlphaCore Capital LLC 0.04% Add +451.4% 21,388 $1.3M
Crux Wealth Advisors 0.50% Add +9.6% 21,387 $1.3M
Creegan & Nassoura Financial Group, LLC 0.81% Reduce -0.1% 21,188 $1.3M
Midwest Trust Co 0.02% Reduce -1.0% 21,148 $1.3M
Inlet Private Wealth, LLC 0.28% No change 21,100 $1.3M
SBI Securities Co., Ltd. 0.03% Reduce -1.2% 21,014 $1.2M
Invesco Ltd. 0.00% Reduce -24.4% 20,931 $1.2M
Commerce Bank 0.01% Reduce -0.8% 20,717 $1.2M
SevenBridge Financial Group, LLC 0.20% Reduce -12.8% 19,979 $1.2M
Eley Financial Management, Inc 0.43% Add +0.1% 20,339 $1.2M
Radnor Capital Management, LLC 0.18% No change 20,261 $1.2M
Savant Capital, LLC 0.01% Reduce -5.5% 20,091 $1.2M
Aaron Wealth Advisors LLC 0.07% Reduce -2.5% 20,036 $1.2M
Summit Wealth Group LLC / Co. 0.13% New 24,038 $1.2M
Baker Tilly Wealth Management, LLC 0.27% Add +9.4% 19,989 $1.2M
Rodgers Brothers Inc. 0.15% Reduce -2.4% 19,987 $1.2M
Unique Wealth Strategies, LLC 0.47% Add +0.8% 19,975 $1.2M
Permanent Capital Management, LP 0.22% — 19,841 $1.2M
Jeppson Wealth Management, LLC 0.37% Reduce -0.9% 19,768 $1.2M
Checchi Capital Advisers, LLC 0.08% Reduce -0.6% 19,763 $1.2M
Thompson Siegel & Walmsley LLC 0.02% No change 19,574 $1.2M
Marietta Investment Partners LLC 0.22% Reduce -0.4% 19,407 $1.2M
Qtron Investments LLC 0.14% Reduce -36.9% 19,219 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.48% Add +0.1% 19,117 $1.1M
Hilltop Holdings Inc. 0.06% Add +14.0% 19,091 $1.1M
Future Fund LLC 0.40% Add +25.0% 18,893 $1.1M
Bollard Group LLC 0.03% Add +5.5% 18,814 $1.1M
Chesapeake Asset Management LLC 0.98% No change 18,742 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Add +1.6% 18,654 $1.1M
J.W. Cole Advisors, Inc. 0.02% Add +6.5% 18,645 $1.1M
Legacy Capital Group California, Inc. 0.28% Reduce -14.8% 18,515 $1.1M
Columbia Asset Management 0.20% Add +0.1% 18,455 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -2.0% 18,411 $1.1M
GeoWealth Management, LLC 0.04% Add +172.2% 18,368 $1.1M
Value Partners Investments Inc. 0.09% Add +19.9% 18,363 $1.1M
HM Payson & Co. 0.02% Reduce -1.4% 18,276 $1.1M
First Affirmative Financial Network 0.51% Add +5.6% 18,249 $1.1M
Legacy Capital Wealth Partners, LLC 0.23% Add +6.2% 18,223 $1.1M
Smartleaf Asset Management LLC 0.07% Add +29.6% 18,136 $1.1M
Allen Wealth Management, LLC 0.72% Reduce -7.7% 17,864 $1.1M
Waldron Private Wealth LLC 0.04% No change 17,754 $1.1M
Summit Trail Advisors, LLC 0.01% Reduce -1.4% 17,547 $1.0M
Northstar Group, Inc. 0.16% No change 17,536 $1.0M
Kestra Private Wealth Services, LLC 0.01% Reduce -9.2% 17,516 $1.0M
Great Lakes Retirement, Inc. 0.11% Add +6.3% 17,510 $1.0M
Tower Bridge Advisors 0.10% Add +1.2% 17,495 $1.0M
Prospera Financial Services Inc 0.02% Reduce -2.0% 17,473 $1.0M
Renaissance Technologies 0.00% New 17,440 $1.0M
Meriwether Wealth & Planning, LLC 0.60% Add +0.7% 17,360 $1.0M
Evelyn Partners Investment Management LLP 0.03% No change 17,340 $1.0M
Smart Money Group LLC 0.30% Add +4.7% 17,242 $1.0M
Weatherly Asset Management L. P. 0.08% Reduce -2.4% 17,048 $1.0M
Guggenheim Capital LLC 0.01% Reduce -4.9% 16,965 $1.0M
Wynn Capital, LLC 0.49% Add +0.1% 16,940 $1.0M
Joel Isaacson & Co., LLC 0.04% Add +19.0% 16,905 $1.0M
Bridgewater Advisors Inc. 0.07% Reduce -3.5% 16,400 $999K
Diversify Advisory Services, LLC 0.03% Add +1.8% 16,422 $996K
Precision Wealth Strategies, LLC 0.32% Reduce -1.9% 16,760 $994K
Keystone Financial Services 0.30% Add +7.8% 16,393 $972K
Salvus Wealth Management, LLC 0.54% Add +0.2% 16,380 $971K
Leisure Capital Management 0.33% Reduce -2.7% 16,345 $969K
LCM Capital Management Inc 0.46% Reduce -0.1% 16,255 $964K
GAMMA Investing LLC 0.05% Add +10.7% 16,233 $962K
Huntington National Bank 0.01% Reduce -0.7% 16,025 $950K
Ellevest, Inc. 0.13% Reduce -18.9% 15,896 $942K
Bank of Nova Scotia Trust Co. 0.09% Add +14.7% 15,850 $940K
Essex Financial Services, Inc. 0.06% Reduce -5.3% 15,845 $939K
GAMCO Investors 0.01% Reduce -0.0% 15,843 $939K
Curbstone Financial Management Corp 0.18% Reduce -0.6% 15,678 $929K
Blue Trust, Inc. 0.01% Add +10.8% 15,674 $929K
River Wealth Advisors LLC 0.11% Reduce -3.2% 15,617 $926K
Twin City Private Wealth, LLC 0.72% Reduce -6.6% 15,540 $921K
Ashton Thomas Private Wealth, LLC 0.02% Add +2.5% 15,312 $908K
Greenleaf Trust 0.01% Add +0.5% 15,208 $902K
Confluence Investment Management LLC 0.01% Add +10.5% 15,169 $899K
Sigma Planning Corp 0.03% Reduce -7.7% 15,164 $899K
Welch & Forbes LLC 0.01% Reduce -16.0% 15,136 $897K
First Pacific Financial 0.12% Reduce -2.1% 15,099 $895K
Arjuna Capital 0.22% Reduce -18.1% 14,923 $885K
Legacy Financial Advisors, Inc. 0.12% New 14,888 $883K
Valeo Financial Advisors, LLC 0.02% Reduce -2.9% 14,879 $882K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -4.3% 14,863 $881K
Murphy Pohlad Asset Management LLC 0.34% No change 14,750 $874K
Integrated Wealth Concepts LLC 0.01% Reduce -0.4% 14,714 $872K
HighPoint Advisor Group LLC 0.04% Add +7.7% 14,711 $872K
Applied Finance Capital Management, LLC 0.06% Add +13.9% 14,678 $870K
Alliancebernstein L.P. 0.00% Reduce -50.5% 14,678 $870K
Raelipskie Partnership 0.37% No change 14,638 $868K
Hartford Funds Management Co LLC 0.07% Reduce -3.1% 14,621 $867K
Empire Financial Management Company, LLC 0.20% No change 14,546 $862K
Transcend Capital Advisors, LLC 0.06% Add +23.4% 14,478 $858K
Frank, Rimerman Advisors LLC 0.05% Reduce -1.6% 14,327 $849K
West Family Investments, Inc. 0.19% Add +5.9% 14,321 $849K
SG Americas Securities, LLC 0.00% Add +192.0% 14,167 $840K
Silvercrest Asset Management Group LLC 0.01% Add +26.1% 14,145 $839K
Raab & Moskowitz Asset Management LLC 0.19% Reduce -0.8% 14,140 $838K
Arkadios Wealth Advisors 0.02% Add +3.3% 13,978 $829K
Greenwood Capital Associates LLC 0.10% Reduce -53.1% 13,935 $826K
Pitcairn Co. 0.06% Reduce -11.6% 13,844 $821K
Dearborn Partners LLC 0.04% No change 13,836 $820K
Geneos Wealth Management Inc. 0.02% Reduce -21.7% 13,833 $820K
Potentia Wealth 0.31% No change 13,816 $819K
Rwa Wealth Partners, LLC 0.01% Add +0.1% 13,779 $817K
Bailard, Inc. 0.02% Reduce -11.4% 13,653 $809K
BCGM Wealth Management, LLC 0.21% Reduce -7.8% 13,620 $807K
North Star Investment Management Corp. 0.05% Add +0.1% 13,614 $807K
Berkeley Capital Partners, LLC 0.19% Reduce -2.1% 13,476 $799K
Excalibur Management Corp. 0.29% Reduce -0.6% 13,411 $795K
Hancock Whitney Corp. 0.01% Add +0.7% 13,332 $790K
BIP Wealth, LLC 0.04% Add +3.5% 13,290 $788K
Level Four Advisory Services, LLC 0.03% Add +2.4% 13,252 $786K
Fayez Sarofim & Co 0.00% No change 13,237 $785K
Strategic Global Advisors, LLC 0.12% Reduce -19.2% 13,182 $781K
Ausdal Financial Partners, Inc. 0.04% Add +30.4% 13,093 $776K
Northeast Investment Management 0.03% No change 13,092 $776K
Larson Financial Group LLC 0.03% Reduce -10.0% 13,077 $775K
Tred Avon Family Wealth, LLC 0.27% — 13,051 $774K
Sagespring Wealth Partners, LLC 0.02% Reduce -3.7% 13,003 $771K
Boit C F David 0.35% No change 13,000 $771K
Pinion Investment Advisors, LLC 0.21% Add +9.8% 12,283 $770K
Riverwater Partners LLC 0.32% Reduce -1.1% 12,967 $769K
PFG Investments, LLC 0.04% Add +1.2% 12,947 $767K
Centaurus Financial, Inc. 0.04% Add +29.3% 12,884 $764K
Israel Discount Bank of New York 2.26% No change 12,879 $763K
Wolverine Trading, LLC 0.02% Add +67.7% 12,755 $755K
Ascentis Independent Advisors 0.13% Reduce -7.5% 12,680 $752K
Capital Investment Advisory Services, LLC 0.06% Reduce -1.7% 12,675 $751K
Janus Henderson Group PLC 0.00% Reduce -27.3% 12,671 $751K
Modern Wealth Management, LLC 0.01% Reduce -10.3% 12,656 $750K
Brighton Jones LLC 0.02% Add +6.7% 12,610 $748K
Forum Financial Management, LP 0.01% Add +13.1% 12,607 $747K
Global View Capital Management LLC 0.16% Add +17.0% 12,601 $747K
Manchester Capital Management LLC 0.10% Add +12.5% 12,562 $745K
Everstar Asset Management, LLC 0.42% Add +6.4% 12,408 $736K
First Bank & Trust 0.12% Reduce -1.4% 12,355 $732K
Thoroughbred Financial Services, LLC 0.05% Reduce -0.3% 12,362 $732K
Phraction Management LLC 0.22% No change 12,280 $728K
First Manhattan Co. Llc. 0.00% Reduce -9.4% 12,128 $719K
Peoples Bank 0.70% Reduce -11.0% 11,928 $707K
FLC Capital Advisors 0.14% No change 11,873 $704K
Wealth Alliance, LLC 0.07% Add +25.4% 11,802 $700K
Garrett Wealth Advisory Group, LLC 0.14% Add +0.0% 11,761 $697K
Sandy Cove Advisors, LLC 0.22% Add +0.6% 11,726 $695K
Roundview Capital LLC 0.04% Reduce -1.9% 11,567 $686K
Versant Capital Management, Inc 0.09% Add +0.6% 11,547 $685K
Navellier & Associates Inc. 0.07% No change 11,492 $681K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.6% 11,347 $678K
May Hill Capital, LLC 0.20% Add +9.9% 11,403 $676K
SGL Investment Advisors, Inc. 0.28% Reduce -79.3% 11,105 $674K
Banco de Sabadell, S.A 0.44% Reduce -7.7% 11,376 $672K
Haven Private, LLC 0.30% Reduce -8.3% 11,284 $669K
Tidal Investments LLC 0.00% Add +27.3% 11,247 $667K
Aprio Wealth Management, LLC 0.07% Reduce -0.9% 11,210 $665K
IHT Wealth Management, LLC 0.02% Add +2.6% 11,210 $665K
PDS Planning, Inc 0.05% Reduce -5.4% 11,208 $664K
Mission Wealth Management, LP 0.01% Reduce -6.7% 11,077 $657K
Insigneo Advisory Services, LLC 0.04% Add +15.2% 10,791 $640K
Mengis Capital Management, Inc. 0.13% Reduce -1.8% 10,762 $638K
Wealthspire Advisors, LLC 0.00% Reduce -10.6% 10,758 $638K
Cozad Asset Management Inc. 0.05% Add +0.8% 10,731 $636K
Leavell Investment Management, Inc. 0.03% Reduce -6.8% 10,691 $634K
Glenview Trust Co 0.01% Reduce -2.7% 10,607 $629K
Old North State Trust, LLC 0.38% Add +0.8% 10,596 $628K
Novem Group 0.07% Add +3.8% 10,578 $627K
Great Diamond Partners, LLC 0.12% Reduce -8.4% 10,537 $625K
Colonial Trust Co / SC 0.08% No change 10,377 $615K
Tranquilli Financial Advisor LLC 0.36% Reduce -5.5% 10,284 $610K
Nuveen, LLC 0.00% Reduce -1.5% 10,236 $607K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +44.0% 10,164 $603K
Physicians Financial Services, Inc. 0.16% No change 10,148 $602K
Rathbones Group PLC 0.00% No change 10,130 $601K
Mezzasalma Advisors, LLC 0.15% Add +3.6% 10,116 $600K
Cadence Bank 0.04% Reduce -4.5% 10,114 $600K
UMB Bank, n.a. 0.01% Reduce -0.9% 10,091 $598K
Bartlett & Co. Wealth Management LLC 0.01% Add +5.2% 10,090 $598K
Gallacher Capital Management LLC 0.24% Add +15.8% 10,078 $597K
Breakwater Capital Group 0.09% Reduce -0.6% 10,007 $593K
Corient IA LP 0.44% No change 10,000 $593K
Ignite Planners, LLC 0.10% Reduce -4.5% 9,939 $589K
PAX Financial Group, LLC 0.11% Reduce -5.7% 9,916 $588K
Global Retirement Partners, LLC 0.01% Add +1.9% 9,873 $585K
Welch Group, LLC 0.02% Reduce -4.5% 9,857 $584K
Jacobi Capital Management LLC 0.04% Add +4.4% 9,815 $582K
Retirement Guys Formula LLC 0.20% Reduce -43.2% 9,725 $577K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.9% 9,686 $574K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -49.4% 9,640 $571K
Bond & Devick Financial Network, Inc. 0.17% Add +9.1% 9,589 $568K
Chicago Capital, LLC 0.01% Add +1.1% 9,469 $561K
FourThought Financial Partners, LLC 0.05% Reduce -0.2% 9,448 $560K
Malaga Cove Capital, LLC 0.20% No change 9,403 $557K
Perigon Wealth Management, LLC 0.01% Add +3.6% 9,401 $557K
Bridges Investment Management Inc. 0.01% No change 9,390 $557K
Beverly Hills Private Wealth, LLC 0.10% Reduce -3.0% 9,378 $556K
OneAscent Investment Solutions LLC 0.59% Reduce -1.2% 9,372 $556K
ExodusPoint Capital Management, LP 0.01% New 9,342 $554K
Clare Market Investments LLC 0.11% New 9,340 $554K
Sage Rhino Capital LLC 0.11% Add +1.0% 9,332 $553K
Independence Bank of Kentucky 0.07% Reduce -0.2% 9,287 $551K
Range Financial Group LLC 0.20% Reduce -7.7% 9,277 $550K
TD Private Client Wealth LLC 0.01% Add +7.8% 9,197 $545K
Douglass Winthrop Advisors, LLC 0.01% Reduce -2.6% 9,190 $545K
Independent Advisor Alliance 0.01% Add +1.4% 9,189 $545K
Peregrine Asset Advisers, Inc. 0.16% No change 9,175 $544K
Cordatus Wealth Management LLC 0.13% Add +0.3% 9,035 $536K
Principle Wealth Partners LLC 0.03% No change 9,022 $535K
DecisionMap Wealth Management, LLC 0.34% Reduce -0.1% 8,989 $533K
Kathmere Capital Management, LLC 0.04% Add +28.7% 8,981 $532K
Boston Trust Walden Corp 0.00% Add +0.1% 8,978 $532K
EntryPoint Capital, LLC 0.21% New 8,945 $530K
Powers Advisory Group, LLC 0.21% Reduce -0.0% 8,942 $530K
Tiaa Trust, National Association 0.00% Add +2.6% 8,913 $528K
Flputnam Investment Management Co. 0.01% Add +2.6% 8,877 $526K
Dana Investment Advisors, Inc. 0.02% Reduce -0.3% 8,852 $525K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.7% 8,788 $521K
Dynamic Technology Lab Private Ltd 0.09% Reduce -30.5% 8,730 $518K
RS Crum Inc. 0.12% No change 8,725 $517K
Quotient Wealth Partners, LLC 0.01% Reduce -11.9% 8,717 $517K
GC Wealth Management RIA, LLC 0.02% Add +19.0% 8,713 $517K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -26.0% 8,630 $512K
Kingsview Wealth Management, LLC 0.01% Reduce -1.1% 8,621 $511K
Fortress Private Ledger, LLC 0.19% Add +29.2% 8,613 $511K
Investment Research Partners LLC 0.23% — 8,328 $508K
Daymark Wealth Partners, LLC 0.02% Add +12.7% 8,477 $503K
Sivia Capital Partners, LLC 0.14% Add +5.4% 8,373 $496K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.9% 8,365 $496K
Sowell Financial Services LLC 0.02% Add +17.8% 8,341 $494K
Hilltop National Bank 0.12% Reduce -5.9% 8,302 $492K
Country Club Bank 0.03% No change 8,300 $491K
Beutel, Goodman & Co Ltd. 0.00% Reduce -1.0% 8,285 $491K
Resonant Capital Advisors, LLC 0.03% Reduce -4.8% 8,277 $491K
Spinnaker Trust 0.03% No change 8,255 $489K
Cerro Pacific Wealth Advisors LLC 0.13% Reduce -29.1% 8,245 $489K
Conning Inc. 0.02% New 8,238 $488K
Rehmann Capital Advisory Group 0.03% Add +12.6% 8,234 $488K
Thomasville National Bank 0.03% No change 8,225 $488K
Phillips Wealth Planners LLC 0.40% Reduce -1.1% 8,280 $485K
Ascent Group, LLC 0.02% Reduce -3.7% 8,141 $483K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +4.2% 8,094 $480K
Diversified Trust Co. 0.01% Add +22.7% 8,069 $478K
Wescott Financial Advisory Group, LLC 0.04% Reduce -11.2% 8,032 $476K
King Luther Capital Management Corp. 0.00% Add +1.7% 7,968 $472K
Calydon Capital 0.07% Reduce -65.7% 7,914 $469K
Henshaw Capital LLC 0.02% Reduce -53.6% 7,910 $469K
Allen Investment Management, LLC 0.01% Reduce -1.3% 7,905 $469K
Highland Capital Management, LLC 0.02% Reduce -41.7% 7,901 $468K
Woodmont Investment Counsel LLC 0.03% No change 7,892 $468K
Twelve Points Wealth Management LLC 0.12% Reduce -0.8% 7,886 $467K
Manske Wealth Management 0.14% Reduce -0.1% 7,858 $466K
Fidelis Capital Partners, LLC 0.04% New 7,836 $465K
Fulton Bank, N.A. 0.02% Reduce -9.4% 7,824 $464K
Roman Butler Fullerton & Co. 0.12% Add +0.6% 7,606 $464K
Icon Wealth Advisors, LLC 0.03% Add +0.9% 7,819 $464K
Byrne Asset Management LLC 0.33% Reduce -23.0% 7,775 $461K
Beese Fulmer Investment Management, Inc. 0.03% No change 7,738 $459K
Rbo & Co. LLC 0.07% Reduce -0.6% 7,719 $458K
Avior Wealth Management, LLC 0.01% Add +6.6% 7,684 $456K
Drucker Wealth 3.0, LLC 0.08% Reduce -15.2% 7,675 $455K
Clifford Swan Investment Counsel LLC 0.02% No change 7,649 $453K
Octavia Wealth Advisors, LLC 0.04% Add +18.5% 7,636 $453K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -19.2% 7,620 $452K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +6.2% 7,611 $451K
PFG Advisors 0.02% Add +10.4% 7,606 $451K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 7,600 $451K
Stratos Wealth Partners, LTD. 0.01% Add +12.6% 7,575 $449K
SteelPeak Wealth, LLC 0.02% New 7,556 $448K
Private Trust Co. NA 0.04% Reduce -22.4% 7,515 $446K
Hanson & Doremus Investment Management 0.06% Reduce -14.3% 7,510 $445K
Searle & Co. 0.12% No change 7,500 $445K
Garner Asset Management Corp 0.18% Reduce -2.1% 7,435 $441K
Parsons Capital Management Inc. 0.03% Reduce -3.2% 7,423 $440K
PharVision Advisers, LLC 0.25% New 7,416 $440K
Cohen Investment Advisors LLC 0.21% Add +3.6% 7,408 $439K
Hunter Associates Investment Management LLC 0.06% Reduce -5.2% 7,350 $436K
Gryphon Financial Partners LLC 0.05% Add +3.5% 7,339 $435K
Ritter Daniher Financial Advisory LLC / DE 0.08% New 7,332 $435K
Gentry Private Wealth, LLC 0.30% Add +0.6% 7,314 $434K
Transamerica Financial Advisors, LLC 0.04% Add +29.6% 7,307 $433K
Bessemer Group Inc. 0.00% Reduce -9.8% 7,283 $432K
Moloney Securities Asset Management, LLC 0.05% Reduce -2.2% 7,264 $431K
Brucke Financial, Inc. 0.25% Reduce -16.7% 7,057 $425K
Mather Group, Llc. 0.00% Add +3.6% 7,160 $424K
Lanark Financial, Inc. 0.03% Reduce -6.3% 7,154 $424K
Ransom Advisory, Ltd 0.19% Reduce -4.7% 7,133 $423K
Cordgrass Capital Advisors, LLC 0.10% No change 7,113 $422K
HUB Investment Partners, LLC 0.02% Add +27.1% 7,112 $422K
Bar Harbor Wealth Management 0.03% Reduce -23.6% 7,110 $421K
BridgePort Financial Solutions, LLC 0.11% Add +4.4% 7,068 $419K
Townsquare Capital LLC 0.06% Reduce -67.2% 7,046 $418K
SouthState Bank Corp 0.02% Reduce -1.1% 7,015 $416K
Fca Corp. 0.12% No change 7,000 $415K
Equitable Holdings, Inc. 0.00% Reduce -9.7% 6,957 $412K
Optas, LLC 0.07% Reduce -6.2% 6,949 $412K
Jane Street Group, LLC 0.00% Reduce -86.9% 6,946 $412K
Trust Point Inc. 0.03% Add +45.1% 6,880 $408K
1900 Wealth Management LLC 0.03% Add +1.0% 6,862 $407K
Shelton Capital Management 0.01% No change 6,814 $404K
Argonautica Private Wealth Management, Inc. 0.12% Add +7.3% 6,790 $403K
Summit Securities Group LLC 0.13% Add +596.3% 6,775 $402K
Cullen/Frost Bankers, Inc. 0.00% Reduce -25.1% 6,721 $398K
Fifth Third Bancorp 0.00% Reduce -40.8% 6,702 $397K
Cetera Trust Company, N.A 0.22% Add +3.1% 6,680 $396K
Blue Barn Wealth, LLC 0.17% Add +23.8% 6,663 $395K
Cornerstone Wealth Group, LLC 0.03% Add +1.1% 6,659 $395K
Ti-Trust, Inc. 0.25% Add +0.5% 6,655 $395K
Griffith & Werner, Inc. 0.20% — 6,473 $394K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -95.9% 6,606 $392K
Simplicity Wealth,LLC 0.02% Reduce -27.8% 6,599 $391K
WealthTrust Axiom LLC 0.10% Reduce -13.2% 6,573 $390K
Penobscot Investment Management Company, Inc. 0.03% Add +44.1% 6,524 $387K
Port Capital LLC 0.02% No change 6,500 $385K
Bedel Financial Consulting, Inc. 0.05% No change 6,490 $385K
O'Brien Greene & Co. Inc 0.12% Reduce -2.6% 6,479 $384K
Brown Brothers Harriman & Co. 0.00% Reduce -49.4% 6,476 $384K
Aspen Grove Capital, LLC 0.06% Reduce -11.8% 6,392 $379K
Court Place Advisors, LLC 0.11% Reduce -7.9% 6,375 $378K
Carnegie Investment Counsel 0.01% Reduce -7.3% 6,348 $376K
Pine Haven Investment Counsel, Inc 0.27% Add +2.4% 6,343 $376K
Old National Bancorp 0.01% Reduce -20.6% 6,332 $375K
Red Door Wealth Management, LLC 0.04% Reduce -1.0% 6,323 $375K
Caldwell Trust Co 0.03% Add +29.4% 6,305 $374K
Douglas Lane & Associates, LLC 0.01% Reduce -9.1% 6,290 $373K
Blake Schutter Theil Wealth Advisors, LLC 0.37% No change 6,257 $371K
Moneta Group Investment Advisors LLC 0.00% Add +16.0% 6,246 $370K
Crescent Grove Advisors, LLC 0.04% Add +0.1% 6,233 $369K
RD Lewis Holdings, Inc. 0.35% Reduce -0.5% 6,036 $368K
Smithfield Trust Co 0.02% Reduce -2.9% 6,177 $366K
Schrum Private Wealth Management LLC 0.27% Reduce -0.8% 6,173 $366K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.6% 6,112 $362K
Parkside Financial Bank & Trust 0.03% Reduce -10.7% 6,098 $361K
Robertson Stephens Wealth Management, LLC 0.01% Add +15.4% 6,085 $361K
Wedbush Securities Inc. 0.01% Add +25.8% 6,049 $359K
Lion Street Advisors, LLC 0.12% New 6,668 $357K
Kingswood Wealth Advisors, LLC 0.02% Add +25.1% 6,017 $357K
Wedmont Private Capital 0.01% Reduce -1.7% 6,069 $356K
Phocas Financial Corp. 0.05% No change 6,000 $356K
Bryn Mawr Trust Advisors, LLC 0.02% No change 5,935 $352K
CVA Family Office, LLC 0.05% Add +0.3% 5,922 $351K
Seeds Investor LLC 0.07% Add +1.6% 5,897 $350K
Tru Independence Asset Management 2, LLC 0.23% No change 5,886 $349K
Intrua Financial, LLC 0.04% Add +27.6% 5,861 $347K
Roberts Glore & Co. Inc. 0.09% No change 5,841 $346K
Addison Advisors LLC 0.08% Add +0.3% 5,818 $345K
Maia Wealth LLC 0.06% Reduce -0.3% 5,659 $344K
Total Wealth Planning, LLC 0.04% No change 5,793 $343K
Certior Financial Group, LLC 0.23% Reduce -2.8% 5,780 $343K
Probity Advisors, Inc. 0.06% Reduce -2.5% 5,760 $341K
AlTi Global, Inc. 0.01% Reduce -9.4% 5,738 $340K
Foundations Investment Advisors, LLC 0.00% Reduce -10.4% 5,730 $340K
Tritonpoint Wealth, LLC 0.03% Reduce -3.3% 5,695 $338K
Barclays PLC 0.00% Reduce -69.9% 5,658 $335K
Clarius Group, LLC 0.02% Reduce -30.0% 5,647 $335K
Atlas Brown,Inc. 0.10% Reduce -0.0% 5,639 $334K
Hazlett, Burt & Watson, Inc. 0.12% No change 5,585 $332K
SPC Financial, Inc. 0.03% Add +1.9% 5,544 $329K
Lincoln Capital LLC 0.06% No change 5,542 $327K
United Advisor Group, LLC 0.04% New 5,515 $327K
Two Sigma Advisers, LP 0.00% Reduce -96.4% 5,500 $326K
BSW Wealth Partners 0.04% Reduce -34.8% 5,493 $326K
Harbour Investments, Inc. 0.01% Add +62.6% 5,483 $325K
Sepio Capital, LP 0.02% Add +31.9% 5,424 $322K
Atlatl Advisers LLC 0.13% Add +1.7% 5,421 $321K
Associated Banc-Corp 0.01% New 5,374 $319K
Atticus Wealth Management, LLC 0.08% Add +49.7% 5,369 $318K
Absher Wealth Management, LLC 0.04% Add +8.2% 5,363 $318K
Traphagen Investment Advisors LLC 0.03% Reduce -0.7% 5,360 $318K
Summit Financial, LLC 0.00% Add +4.2% 5,356 $318K
Franklin Street Advisors Inc. 0.02% No change 5,327 $316K
Rede Wealth, LLC 0.25% New 5,301 $314K
Eagle Bay Advisors LLC 0.25% No change 5,301 $314K
Drive Wealth Management, LLC 0.07% Add +0.3% 5,289 $314K
North Star Asset Management Inc. 0.01% No change 5,254 $311K
Sound Income Strategies, LLC 0.02% Reduce -4.8% 5,262 $310K
J.Safra Asset Management Corp 0.02% Reduce -0.6% 5,228 $310K
Sky Investment Group LLC 0.05% Reduce -9.5% 5,205 $309K
Mitchell Sinkler & Starr 0.14% No change 5,165 $306K
Delta Financial Advisors LLC 0.09% Add +10.8% 5,156 $306K
Borer Denton & Associates, Inc. 0.10% No change 5,155 $306K
Fielder Capital Group LLC 0.07% No change 5,134 $304K
HBK Sorce Advisory LLC 0.01% Add +31.7% 4,968 $302K
Empower Advisory Group, LLC 0.00% Add +5.6% 5,036 $299K
Sierra Ocean, LLC 0.25% Reduce -5.2% 5,034 $298K
Procyon Advisors, LLC 0.02% Reduce -17.2% 5,025 $298K
Fiera Capital Corp 0.00% Reduce -95.0% 5,020 $298K
Bridgefront Capital, LLC 0.09% Reduce -23.8% 5,008 $297K
Payne Capital LLC 0.30% — 5,000 $296K
Lummis Asset Management, LP 0.19% No change 5,000 $296K
Traveka Wealth, LLC 0.13% Reduce -2.4% 4,940 $293K
Financial Engines Advisors L.L.C. 0.00% Add +4.8% 4,925 $292K
Legacy Private Trust Co. 0.02% No change 4,921 $292K
Fulcrum Capital LLC 0.06% Reduce -21.4% 4,920 $292K
Tacita Capital Inc 0.18% No change 4,900 $290K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Reduce -4.7% 4,885 $290K
Hummer Financial Advisory Services Inc 0.21% No change 4,860 $288K
Knightsbridge Asset Management, LLC 0.05% Reduce -4.9% 4,847 $287K
Claro Advisors Inc. 0.04% Reduce -7.0% 4,802 $285K
Silverlake Wealth Management LLC 0.07% Add +0.2% 4,786 $284K
Pinnacle Financial Partners Inc 0.01% Add +32.5% 4,781 $283K
Klingman & Associates, LLC 0.01% Add +1.3% 4,764 $282K
Beacon Investment Advisory Services, Inc. 0.01% No change 4,735 $281K
Sterling Investment Advisors, Ltd. 0.05% Reduce -6.0% 4,725 $280K
Steinberg Asset Management LLC 0.20% No change 4,708 $279K
Platform Technology Partners 0.07% Reduce -6.2% 4,675 $277K
Sage Mountain Advisors LLC 0.02% Add +18.2% 4,673 $277K
Riversedge Advisors, LLC 0.05% Add +5.3% 4,660 $276K
Canandaigua National Bank & Trust Co. 0.02% Reduce -1.1% 4,657 $276K
Arete Wealth Advisors, LLC 0.02% Add +5.9% 4,651 $276K
Fiduciary Financial Group, LLC 0.04% Reduce -2.4% 4,643 $275K
Alhambra Investment Management LLC 0.13% No change 4,632 $275K
Mill Creek Capital Advisors, LLC 0.01% Add +0.8% 4,621 $274K
New Wave Wealth Advisors LLC 0.11% Add +13.6% 4,611 $273K
AdvisorNet Financial, Inc 0.02% No change 4,606 $273K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.2% 4,578 $271K
Marino, Stram & Associates LLC 0.05% Add +0.1% 4,551 $270K
United Community Bank 0.08% Add +17.1% 4,537 $269K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.5% 4,531 $269K
Schnieders Capital Management, Llc. 0.04% — 4,528 $268K
Lafayette Investments, Inc. 0.05% No change 4,520 $268K
Bramshill Investments, LLC 0.02% Reduce -10.0% 4,500 $267K
Sonoma Allocations LLC 0.10% — 4,297 $267K
Mayflower Financial Advisors, LLC 0.03% Add +3.3% 4,492 $266K
Clear Harbor Asset Management, LLC 0.02% Reduce -2.2% 4,491 $266K
Eagle Strategies LLC 0.04% Add +5.9% 4,484 $266K
Abel Hall, LLC 0.11% Reduce -7.4% 4,483 $266K
Net Worth Advisory Group 0.08% Reduce -5.6% 4,473 $265K
Graybill Wealth Management, LTD. 0.08% Reduce -6.8% 4,471 $265K
Cromwell Holdings LLC 0.14% No change 4,445 $264K
Group One Trading LLC 0.01% New 4,437 $263K
FDx Advisors, Inc. 0.08% New 4,368 $263K
Money Concepts Capital Corp. 0.02% New 4,408 $261K
Kuhn & Co Investment Counsel 0.21% No change 4,388 $260K
Freestone Capital Holdings, LLC 0.01% Reduce -2.0% 4,379 $260K
Five Oceans Advisors 0.10% No change 4,378 $260K
Revisor Wealth Management LLC 0.09% Reduce -3.6% 4,395 $259K
Toronto Dominion Bank 0.00% Add +3.9% 4,368 $259K
SeaCrest Wealth Management, LLC 0.03% Reduce -16.1% 4,413 $259K
Avantax Planning Partners, Inc. 0.01% Reduce -15.3% 4,360 $258K
Fort Sheridan Advisors LLC 0.03% No change 4,355 $258K
WoodTrust Financial Corp 0.03% No change 4,350 $258K
SageView Advisory Group, LLC 0.01% Reduce -13.1% 4,328 $257K
Rosenberg Matthew Hamilton 0.06% Add +2.0% 4,324 $256K
Augustine Asset Management Inc. 0.05% Reduce -1.9% 4,320 $256K
Capital Advantage, Inc. 0.04% Add +0.3% 4,304 $255K
Strive Asset Management, LLC 0.14% Reduce -8.2% 4,267 $253K
a16z Perennial Management, L.P. 0.02% New 4,264 $253K
Moseley Investment Management Inc. 0.08% Add +0.7% 4,257 $252K
Keel Point, LLC 0.02% Add +1.1% 4,255 $252K
Regal Investment Advisors LLC 0.02% Reduce -4.4% 4,251 $252K
Centurion Wealth Management LLC 0.06% New 4,226 $251K
FRG Family Wealth Advisors LLC 0.04% No change 4,225 $250K
Venturi Wealth Management, LLC 0.01% Add +17.3% 4,218 $250K
Newman Dignan & Sheerar, Inc. 0.05% No change 4,217 $250K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -15.6% 4,215 $250K
Grove Bank & Trust 0.03% Reduce -11.3% 4,201 $249K
Valley National Advisers Inc. 0.04% Reduce -27.6% 4,206 $249K
Brookstone Capital Management 0.00% Add +10.6% 4,155 $246K
Broadwater Capital Management LLC 0.18% Reduce -98.4% 4,150 $246K
Wallace Advisory Group, LLC 0.20% Reduce -23.2% 4,010 $245K
AE Wealth Management LLC 0.00% Add +15.1% 4,137 $245K
IFG Advisory, LLC 0.01% Reduce -9.1% 4,133 $245K
New Republic Capital, LLC 0.07% Add +17.5% 4,119 $244K
Moneco Advisors, LLC 0.02% Add +3.4% 4,095 $243K
Cannell & Spears LLC 0.00% Add +0.8% 4,056 $240K
Carret Asset Management, LLC 0.02% No change 4,044 $240K
Live Oak Private Wealth LLC 0.03% Reduce -2.4% 4,007 $238K
Birch Hill Investment Advisors LLC 0.01% No change 4,000 $237K
Essex Bank 0.05% Reduce -3.8% 3,997 $237K
Fiduciary Group, LLC 0.02% No change 3,995 $237K
Stokes Family Office, LLC 0.02% Add +18.6% 3,975 $236K
Scientech Research LLC 0.08% New 3,966 $235K
USA Financial Formulas 0.04% Reduce -8.4% 3,964 $235K
Dynasty Wealth Management, LLC 0.00% New 3,913 $232K
Cypress Wealth Services, LLC 0.04% Reduce -0.4% 3,913 $232K
NerdWallet Wealth Partners, LLC 0.11% — 3,900 $231K
Nilsine Partners, LLC 0.02% Add +0.1% 3,892 $231K
Cornerstone Wealth Management, LLC 0.01% Reduce -7.8% 3,885 $230K
S.A. Mason LLC 0.10% No change 3,883 $230K
Forvis Mazars Wealth Advisors, LLC 0.00% Reduce -33.0% 3,872 $230K
Carr Financial Group Corp 0.06% Add +0.3% 3,846 $228K
Foster Group, Inc. 0.01% New 3,839 $228K
Sovran Advisors, LLC 0.02% Add +3.8% 3,732 $227K
Wellington Shields & Co., LLC 0.06% No change 3,812 $226K
Fifth Third Wealth Advisors LLC 0.01% Reduce -22.1% 3,807 $226K
Capital Analysts, LLC 0.01% Add +3.0% 3,801 $225K
Childress Capital Advisors, LLC 0.04% New 3,790 $225K
Somerville Kurt F 0.04% No change 3,787 $224K
Whetstone Capital Advisors, LLC 0.06% New 3,771 $224K
Binnacle Investments Inc 0.13% Add +7.8% 3,766 $223K
Embree Financial Group 0.03% Reduce -19.8% 3,763 $223K
Brookwood Investment Group LLC 0.03% New 3,757 $223K
Evoke Wealth, LLC 0.00% Add +11.2% 3,749 $222K
Azimuth Capital Investment Management LLC 0.01% No change 3,735 $221K
Gladstone Institutional Advisory LLC 0.01% Add +2.7% 3,719 $220K
Flagship Harbor Advisors, LLC 0.01% Add +0.8% 3,662 $217K
Invested Advisors 0.31% — 3,804 $214K
Western Wealth Management, LLC 0.01% Add +0.6% 3,599 $213K
Atlantic Edge Private Wealth Management, LLC 0.05% Add +0.0% 3,591 $213K
Sittner & Nelson, LLC 0.08% Reduce -0.9% 3,586 $213K
Virtu Financial LLC 0.01% Reduce -28.2% 3,585 $212K
Ranch Capital Advisors Inc. 0.08% New 3,571 $212K
Tradewinds, LLC. 0.05% New 3,564 $211K
First Horizon Corp. 0.01% — 3,560 $211K
Verity & Verity, LLC 0.02% Add +1.6% 3,555 $211K
Kovack Advisors, Inc. 0.02% Add +0.2% 3,553 $211K
Carrera Capital Advisors 0.04% Add +0.1% 3,542 $210K
Oregon Pacific Wealth Management, LLC 0.18% Add +1.1% 3,529 $209K
Canopy Partners, LLC 0.07% New 3,524 $209K
Boston Family Office LLC 0.01% No change 3,511 $208K
GWN Securities Inc. 0.05% New 3,467 $207K
Texas Capital Bank Wealth Management Services Inc 0.02% New 3,473 $206K
Accuvest Global Advisors 0.13% No change 3,458 $205K
Comprehensive Money Management Services LLC 0.14% No change 3,450 $205K
WASHINGTON TRUST Co 0.01% New 3,450 $205K
San Luis Wealth Advisors LLC 0.04% New 3,449 $204K
Paragon Private Wealth Management, LLC 0.07% Reduce -14.7% 3,419 $203K
Frisch Financial Group, Inc. 0.05% Add +0.7% 3,410 $202K
Spire Wealth Management 0.01% Add +1.4% 3,304 $196K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,213 $190K
Contravisory Investment Management, Inc. 0.04% Reduce -60.5% 3,073 $182K
Caitong International Asset Management Co., Ltd 0.13% New 3,072 $182K
CX Institutional 0.01% Add +33.0% 3,028 $179K
Bruce G. Allen Investments, LLC 0.13% Reduce -2.1% 2,988 $177K
Arlington Trust Co LLC 0.03% Add +114.4% 2,925 $173K
Delta Asset Management LLC 0.01% No change 2,895 $172K
Evelyn Partners Investment Management (Europe) Ltd 0.06% No change 2,800 $166K
Gen-Wealth Partners Inc 0.06% New 2,800 $166K
Parvin Asset Management, LLC 0.15% No change 2,785 $165K
Riverview Trust Co 0.19% Reduce -30.2% 2,685 $159K
New York State Common Retirement Fund 0.00% Reduce -43.5% 2,684 $159K
Montag A & Associates Inc. 0.01% Add +3.2% 2,683 $159K
Financial Network Wealth Advisors LLC 0.17% Reduce -15.5% 2,658 $158K
Old Second National Bank of Aurora 0.03% Reduce -0.5% 2,608 $155K
Rothschild Investment LLC 0.01% Add +34.1% 2,554 $151K
Westfuller Advisors, LLC 0.07% New 2,461 $146K
Johnson Financial Group, Inc. 0.01% Add +102.7% 2,355 $140K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -61.3% 2,341 $139K
Cary Street Partners Investment Advisory LLC 0.06% Add +31.1% 2,329 $138K
Strategic Wealth Partners, Ltd. 0.01% Add +34.6% 2,312 $137K
Heritage Wealth Advisors 0.01% No change 2,274 $135K
Root Financial Partners, LLC 0.01% New 2,249 $133K
St Germain D J Co. Inc. 0.01% Reduce -14.2% 2,222 $132K
Chilton Capital Management LLC 0.00% No change 2,203 $131K
Global Trust Asset Management, LLC 0.05% Reduce -1.4% 2,032 $120K
CI Investments Inc. 0.00% No change 2,028 $120K
HHM Wealth Advisors, LLC 0.01% Reduce -25.2% 1,936 $115K
Glen Eagle Advisors, LLC 0.02% Add +6.2% 1,925 $114K
Hara Capital LLC 0.07% No change 1,882 $112K
Golden State Wealth Management, LLC 0.01% Add +148.8% 1,831 $109K
Boreal Capital Management LLC 0.10% Add +27.8% 1,817 $108K
Park Place Capital Corp 0.02% No change 1,773 $105K
CENTRAL TRUST Co 0.00% Add +1.3% 1,763 $105K
Westside Investment Management, Inc. 0.02% Add +22.3% 1,767 $104K
Physician Wealth Advisors, Inc. 0.01% Add +1.3% 1,742 $103K
Sunbelt Securities, Inc. 0.01% Add +183.0% 1,735 $103K
Cape Investment Advisory, Inc. 0.09% Reduce -48.5% 1,561 $93K
Salem Investment Counselors Inc. 0.00% Add +2.8% 1,559 $92K
Washington Trust Advisors, Inc. 0.01% Add +1.0% 1,491 $88K
Evermay Wealth Management LLC 0.01% No change 1,485 $88K
Millstone Evans Group, LLC 0.06% No change 1,481 $88K
GHP Investment Advisors, Inc. 0.00% No change 1,477 $88K
Pingora Partners LLC 0.05% No change 1,392 $83K
TFC Financial Management, Inc. 0.01% Add +11.7% 1,345 $80K
Harbor Asset Planning, Inc. 0.07% No change 1,300 $77K
Rossby Financial, LCC 0.03% Add +5.7% 1,297 $76K
Ameritas Advisory Services, LLC 0.00% Reduce -92.0% 1,274 $76K
Field & Main Bank 0.02% No change 1,210 $72K
Strengthening Families & Communities, LLC 0.02% New 1,200 $71K
Harbor Investment Advisory, LLC 0.01% No change 1,197 $71K
First United Bank & Trust 0.02% No change 1,175 $70K
LGT Financial Advisors LLC 0.15% Add +0.6% 1,144 $68K
Flagship Wealth Advisors, LLC 0.02% Add +1.3% 1,085 $64K
Colonial Trust Advisors 0.00% No change 1,050 $62K
Thompson Investment Management, Inc. 0.01% Reduce -41.1% 1,046 $62K
Fairscale Capital, LLC 0.04% No change 1,042 $62K
Missouri Trust & Investment Co 0.02% No change 1,000 $59K
Quaker Wealth Management, LLC 0.02% No change 975 $58K
Evelyn Partners Investment Management Services Ltd 0.01% Add +10.2% 964 $57K
LRI Investments, LLC 0.00% Add +8.8% 962 $57K
Chapman Financial Group, LLC 0.04% Add +375.0% 950 $56K
Prestige Wealth Management Group LLC 0.01% No change 950 $56K
Carolina Wealth Advisors, LLC 0.02% New 936 $55K
Country Trust Bank 0.00% Add +44.2% 923 $55K
Salomon & Ludwin, LLC 0.00% Add +2979.3% 893 $53K
SOA Wealth Advisors, LLC. 0.01% Reduce -9.8% 862 $51K
Mondrian Investment Partners LTD 0.00% — 859 $51K
CoreCap Advisors, LLC 0.00% Reduce -26.4% 835 $49K
Ameriflex Group, Inc. 0.02% Reduce -22.4% 830 $49K
JFS Wealth Advisors, LLC 0.00% No change 828 $49K
Mb, Levis & Associates, LLC 0.02% No change 813 $48K
Financial Management Professionals, Inc. 0.00% Reduce -1.3% 763 $45K
Accredited Wealth Management, LLC 0.03% Reduce -47.5% 379 $43K
Caldwell Sutter Capital, Inc. 0.02% No change 717 $43K
Walleye Capital LLC 0.00% Reduce -92.4% 694 $41K
Oakworth Capital, Inc. 0.00% Add +46.3% 692 $41K
Evolution Advisers, Inc. 0.02% No change 700 $41K
Murphy & Mullick Capital Management Corp 0.03% No change 688 $41K
Bogart Wealth, LLC 0.00% No change 676 $40K
TD Capital Management LLC 0.00% Add +0.5% 672 $40K
True Wealth Design, LLC 0.01% Add +548.5% 668 $40K
Boyd Watterson Asset Management LLC 0.01% Reduce -10.2% 645 $38K
Financial Perspectives, Inc 0.01% Add +0.2% 636 $38K
Richardson Financial Services Inc. 0.02% Add +32.0% 618 $37K
Financial Avengers, Inc. 0.02% Add +0.5% 603 $36K
Godsey & Gibb, Inc. 0.00% No change 600 $36K
Avalon Trust Co 0.00% No change 600 $36K
TCTC Holdings, LLC 0.00% No change 556 $33K
Brentview Investment Management LLC 0.01% No change 553 $33K
Cornerstone Planning Group LLC 0.01% Add +95.5% 350 $33K
1620 Investment Advisors, Inc. 0.02% New 545 $32K
NFSG Corp 0.00% Add +0.4% 528 $31K
Roble, Belko & Company, Inc 0.00% No change 530 $31K
Roxbury Financial LLC 0.03% Add +0.6% 521 $31K
Measured Wealth Private Client Group, LLC 0.01% New 521 $31K
City State Bank 0.01% No change 517 $31K
GPS Wealth Strategies Group, LLC 0.00% Add +141.3% 514 $30K
Red Tortoise LLC 0.01% No change 512 $30K
VSM Wealth Advisory, LLC 0.01% No change 500 $30K
American National Bank & Trust 0.00% No change 500 $30K
BOK Financial Private Wealth, Inc. 0.00% No change 500 $30K
Nisa Investment Advisors, LLC 0.00% No change 500 $30K
Financial Life Planners 0.02% New 498 $30K
FNY Investment Advisers, LLC 0.01% New 500 $29K
Medallion Wealth Advisors, LLC 0.01% No change 487 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 486 $29K
Asset Dedication, LLC 0.00% Add +108.8% 476 $28K
Vermillion Wealth Management, Inc. 0.01% No change 473 $28K
Bangor Savings Bank 0.00% No change 469 $28K
Baillie Gifford & Co. 0.00% Add +36.1% 456 $27K
Palisade Asset Management, LLC 0.00% New 422 $25K
Hemington Wealth Management 0.00% Add +11.2% 436 $25K
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
Core Alternative Capital 0.01% Reduce -8.3% 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% No change 400 $24K
Wolff Wiese Magana LLC 0.01% Add +31.1% 384 $23K
Highline Wealth Partners LLC 0.01% Reduce -8.6% 362 $21K
JNBA Financial Advisors 0.00% No change 359 $21K
Citizens National Bank Trust Department 0.00% No change 358 $21K
McIlrath & Eck, LLC 0.00% Reduce -16.0% 358 $21K
Loomis Sayles & Co. L P 0.00% Reduce -18.0% 356 $21K
N.E.W. Advisory Services LLC 0.00% No change 347 $21K
Union Bancaire Privee, UBP SA 0.00% No change 341 $20K
Abound Wealth Management 0.01% Add +1495.2% 335 $20K
Hartford Financial Management Inc. 0.01% Reduce -79.8% 326 $19K
Quintet Private Bank (Europe) S.A. 0.00% No change 325 $19K
American Capital Advisory, LLC 0.01% Add +10.3% 322 $19K
GW&K Investment Management, LLC 0.00% No change 315 $19K
MTM Investment Management, LLC 0.01% No change 320 $19K
Guerra Advisors Inc 0.01% New 318 $19K
Seneschal Advisors, LLC 0.01% New 316 $19K
North Capital, Inc. 0.01% Add +0.3% 315 $19K
Smallwood Wealth Investment Management, LLC 0.01% No change 300 $18K
Proathlete Wealth Management LLC 0.01% Reduce -5.7% 298 $18K
Kozak & Associates, Inc. 0.00% Add +1.1% 287 $17K
SRH Advisors, LLC 0.00% No change 267 $16K
S&T Bank 0.00% No change 260 $15K
Proffitt & Goodson Inc. 0.00% New 256 $15K
Sterling Capital Management LLC 0.00% No change 246 $15K
Navigoe, LLC 0.01% New 248 $14K
Redmont Wealth Advisors LLC 0.02% No change 235 $14K
West Branch Capital LLC 0.00% Add +0.9% 231 $14K
City Holding Co. 0.00% New 222 $13K
Crowley Wealth Management, Inc. 0.01% No change 218 $13K
Albion Financial Group 0.00% No change 211 $13K
Bear Mountain Capital, Inc. 0.00% Add +3.7% 197 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 203 $12K
Key Financial Inc 0.00% Reduce -39.8% 204 $12K
Future Financial Wealth Managment LLC 0.01% No change 200 $12K
Monetary Management Group Inc. 0.00% No change 200 $12K
ORG Partners LLC 0.00% Add +45.8% 191 $11K
New England Capital Financial Advisors LLC 0.00% Add +0.5% 188 $11K
WPG Advisers, LLC 0.01% Add +13.4% 186 $11K
Private Wealth Asset Management, LLC 0.00% No change 184 $11K
Frazier Financial Advisors, LLC 0.01% No change 183 $11K
Towne Trust Company, N.A 0.00% No change 183 $11K
Concord Wealth Partners 0.00% Reduce -88.4% 183 $11K
Bare Financial Services, Inc 0.00% Add +11.0% 182 $11K
Wealth Preservation Advisors, LLC 0.01% Add +1.7% 179 $11K
CGC Financial Services, LLC 0.00% No change 179 $11K
Legacy Wealth Managment, LLC 0.00% No change 175 $10K
Adirondack Trust Co. 0.00% No change 170 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -82.6% 169 $10K
General Partner, Inc. 0.01% No change 167 $10K
Bell Investment Advisors, Inc 0.00% Add +26.6% 162 $10K
BankPlus Trust Department 0.00% No change 160 $9K
Archer Investment Corp 0.00% No change 150 $9K
Creative Financial Designs Inc. 0.00% Reduce -95.4% 149 $9K
Tripletail Wealth Management, LLC 0.01% New 133 $8K
Retirement Wealth Solutions LLC 0.01% Add +109.7% 130 $8K
Piscataqua Savings Bank 0.01% Reduce -43.7% 130 $8K
Grey Fox Wealth Advisors, LLC 0.00% New 129 $8K
Cedar Mountain Advisors, LLC 0.00% New 128 $8K
MCF Advisors LLC 0.00% Reduce -23.4% 128 $8K
Hollencrest Capital Management 0.00% No change 128 $8K
Clearstead Advisors, LLC 0.00% No change 125 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 124 $7K
Park Square Financial Group, LLC 0.03% Reduce -67.0% 119 $7K
Center for Financial Planning, Inc. 0.00% No change 113 $7K
Financial Consulate, Inc. 0.00% New 111 $7K
Abich Financial Wealth Management LLC 0.00% — 108 $6K
YANKCOM Partnership 0.00% No change 102 $6K
Princeton Global Asset Management LLC 0.00% No change 101 $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
Rialto Wealth Management, LLC 0.00% No change 99 $6K
Fourth Dimension Wealth, LLC 0.00% No change 93 $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 $4K
Steigerwald, Gordon & Koch Inc. 0.00% New 71 $4K
Westend Capital Management, LLC 0.00% New 70 $4K
Indiana Trust & Investment Management Co 0.00% New 60 $4K
Western Pacific Wealth Management, LP 0.00% No change 52 $3K
Hoey Investments, Inc. 0.00% No change 52 $3K
Crewe Advisors LLC 0.00% New 51 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -31.5% 50 $3K
Pittenger & Anderson Inc. 0.00% No change 50 $3K
Copeland Capital Management, LLC 0.00% No change 50 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +28.9% 49 $3K
New Millennium Group LLC 0.00% No change 44 $3K
Atwood & Palmer Inc. 0.00% No change 42 $2K
Dunhill Financial, LLC 0.00% Reduce -25.5% 38 $2K
FSA Wealth Management LLC 0.00% No change 35 $2K
KERR FINANCIAL PLANNING Corp 0.00% — 34 $2K
Covestor Ltd 0.00% Reduce -30.9% 29 $2K
MPWM Advisory Solutions, LLC 0.00% No change 33 $2K
Darwin Wealth Management, LLC 0.00% No change 31 $2K
Centennial Bank 0.00% No change 30 $2K
Fairman Group, LLC 0.00% No change 26 $2K
DHJJ Financial Advisors, Ltd. 0.00% New 25 $1K
Gold Investment Management Ltd. 0.00% No change 25 $1K
Comprehensive Financial Planning, Inc. 0.00% No change 23 $1K
HighMark Wealth Management LLC 0.00% Reduce -67.7% 22 $1K
Investment Research & Advisory Group, Inc. 0.00% New 21 $1K
Perritt Capital Management Inc 0.00% No change 19 $1K
WealthCollab, LLC 0.00% No change 18 $1K
Kilter Group LLC 0.00% Reduce -70.2% 17 $1K
Plante Moran Financial Advisors, LLC 0.00% No change 17 $1K
Caitlin John, LLC 0.00% New 15 $889
Quent Capital, LLC 0.00% New 15 $889
Robbins Farley 0.00% No change 10 $593
Stone House Investment Management, LLC 0.00% New 10 $593
Turning Point Benefit Group, Inc. 0.00% New 10 $588
Raleigh Capital Management Inc. 0.00% Reduce -22.2% 7 $435
Strategic Advocates LLC 0.00% New 7 $415
Rise Advisors, LLC 0.00% No change 6 $367
Rakuten Securities, Inc. 0.00% Reduce -93.2% 5 $296

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