Unilever PLC-Sponsored ADRUL

13F holders, Q4 2025 (December 31)
1,123holders +1,118
80new positions
3sold out
6famous investors
$65.41avg. 13F price*

At the end of Q4 2025, 1,123 institutions reported holding Unilever PLC-Sponsored ADR (UL) in their 13F filings, up 1,118 from Q3 2025. 80 opened new positions and 3 sold out. The largest holders were Wellington Management Group LLP ($2.1B), Fisher Asset Management ($1.4B) and GQG Partners LLC ($589.8M). 6 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-Sponsored ADR
CUSIP
904767803
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 5Q3 2025Q4 2025: 1,123Q4 2025Q1 2026: 1,155Q1 2026Q2 2026: 1,177Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions80$401.9M
Exits3$33.6M

All 13F filers, Q3 2025 → Q4 2025: 19,853,675 shares bought and 11,889,814 shares sold, net +7,963,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,123 holders

Wellington Management Group LLP 0.36% Add +2.4% 31,551,932 $2.1B
Fisher Asset Management 0.46% Add +3.2% 20,658,738 $1.4B
GQG Partners LLC 0.97% Add +9.4% 9,018,850 $589.8M
Morgan Stanley 0.03% Add +2.2% 8,755,962 $572.6M
State Farm Mutual Automobile Insurance Co. 0.31% No change 6,122,449 $400.4M
Bank of America Corp. 0.03% Add +11.6% 5,724,080 $374.4M
Clearbridge Investments, LLC 0.29% Reduce -7.7% 5,523,856 $361.3M
Wells Fargo & Company 0.06% Add +10.2% 4,656,580 $304.5M
FMR LLC 0.02% Reduce -36.4% 4,583,373 $299.8M
Dimensional Fund Advisors LP 0.06% Add +3.1% 4,382,852 $286.6M
Barrow Hanley Mewhinney & Strauss LLC 0.89% New 4,108,627 $268.7M
Goldman Sachs Group Inc. 0.04% Reduce -3.4% 3,990,841 $261.0M
Raymond James Financial Inc. 0.07% Add +23.6% 3,616,603 $236.5M
T. Rowe Price Associates Inc. 0.02% Add +62.5% 3,067,651 $200.6M
Royal Bank of Canada 0.03% Reduce -0.8% 2,997,197 $196.0M
Envestnet Asset Management Inc. 0.06% Reduce -19.2% 2,871,929 $187.8M
Hotchkis & Wiley Capital Management LLC 0.53% Add +7.7% 2,723,620 $178.1M
Thrivent Financial for Lutherans 0.31% Add +29.4% 2,608,297 $170.6M
Fiduciary Management Inc. 1.85% Reduce -8.5% 2,568,718 $168.0M
JPMorgan Chase & Co. 0.01% Add +53.1% 2,491,268 $162.9M
American Century Companies Inc. 0.08% Add +5.4% 2,474,860 $161.9M
Hamlin Capital Management, LLC 3.65% Add +7.6% 2,324,273 $152.0M
BlackRock, Inc. 0.00% Reduce -4.2% 2,308,343 $151.0M
Cullen Capital Management, LLC 1.56% Reduce -1.3% 2,186,791 $143.0M
Northern Trust Corp. 0.02% Reduce -2.0% 2,095,506 $137.0M
Norges Bank 0.01% — 2,018,759 $132.0M
Saratoga Research & Investment Management 6.35% Reduce -1.1% 1,853,095 $121.2M
Equity Investment Corp. 2.43% Add +0.4% 1,843,234 $120.5M
Allspring Global Investments Holdings, LLC 0.17% Add +2.9% 1,578,743 $102.7M
Jennison Associates LLC 0.06% Reduce -38.9% 1,518,969 $99.3M
Everett Harris & Co. 1.13% Add +0.1% 1,419,887 $92.9M
Federated Hermes, Inc. 0.15% Add +1075.8% 1,417,108 $92.7M
LPL Financial LLC 0.02% Add +44.0% 1,336,926 $87.4M
Munich Reinsurance Co Stock Corp in Munich 1.97% Reduce -0.1% 1,234,220 $81.0M
Captrust Financial Advisors 0.15% Add +18.1% 1,171,229 $76.6M
Natixis Advisors, LLC 0.10% Reduce -2.1% 1,084,919 $71.0M
Ameriprise Financial Inc. 0.01% Add +27.8% 1,012,321 $66.2M
UBS Group AG 0.01% Add +28.9% 990,796 $64.8M
Brown Advisory Inc. 0.09% Add +2.9% 978,078 $64.0M
Truist Financial Corp. 0.08% Add +8.9% 885,624 $57.9M
Bank of New York Mellon Corp 0.01% Reduce -1.2% 787,090 $51.5M
Federation des caisses Desjardins du Quebec 0.19% Add +11.8% 768,215 $50.2M
First Trust Advisors LP 0.03% Add +2.5% 720,373 $47.1M
1832 Asset Management L.P. 0.06% Add +2532.3% 693,560 $45.4M
Stifel Financial Corp. 0.04% Add +21.6% 692,920 $45.3M
Corient Private Wealth LP 0.06% New 684,826 $44.8M
First Eagle Investment Management, LLC 0.08% Add +8.7% 677,384 $44.3M
Cerity Partners LLC 0.06% Add +3.8% 625,723 $40.9M
Advisors Capital Management, LLC 0.48% Add +3.9% 614,490 $40.2M
Capital Advisors Inc. 0.65% Add +2.8% 613,556 $40.1M
Saturna Capital Corp. 0.50% Add +5.7% 575,543 $37.6M
Cooke & Bieler LP 0.39% Reduce -0.1% 575,110 $37.6M
Janney Montgomery Scott LLC 0.09% Add +5.2% 567,299 $37.1M
St. James Investment Company, LLC 5.94% Reduce -1.1% 565,863 $37.0M
United Capital Financial Advisors, LLC 0.22% No change 557,360 $36.5M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -1.6% 555,703 $36.3M
Oppenheimer Asset Management Inc. 0.45% Reduce -2.0% 555,108 $36.3M
M&T Bank Corp 0.11% Add +4.4% 545,813 $35.7M
Cardinal Capital Management, Inc. 0.77% Reduce -0.4% 383,058 $34.4M
Trillium Asset Management, LLC 0.99% Reduce -13.8% 484,479 $32.2M
Tocqueville Asset Management L.P. 0.46% Reduce -0.3% 477,400 $31.2M
GMO 0.08% Add +77.6% 469,364 $30.7M
Factory Mutual Insurance Co. 0.30% Reduce -26.5% 457,195 $29.9M
River Road Asset Management, LLC 0.32% Reduce -7.7% 452,487 $29.6M
Sustainable Growth Advisers, LP 0.20% Add +11.6% 440,020 $28.8M
National Bank of Canada 0.03% Add +9.1% 434,148 $28.4M
Sei Investments Co. 0.03% Add +19.7% 423,370 $27.7M
Creative Planning 0.02% Reduce -0.6% 415,421 $27.2M
HighTower Advisors, LLC 0.03% Add +4.6% 411,199 $26.9M
PNC Financial Services Group, Inc. 0.01% Add +4.2% 403,438 $26.4M
Bank of Montreal 0.01% Add +2.7% 386,017 $25.3M
Lazard Asset Management LLC 0.04% Reduce -88.1% 360,975 $23.6M
Franklin Resources Inc. 0.01% Add +6.0% 357,846 $23.4M
Compagnie Lombard Odier SCmA 0.25% No change 348,443 $22.8M
Mariner, LLC 0.03% Add +7.2% 347,026 $22.7M
Grandfield & Dodd, LLC 1.27% Reduce -2.0% 343,077 $22.4M
Assetmark, Inc. 0.05% Add +45.7% 338,317 $22.1M
Cheviot Value Management, LLC 2.17% Reduce -0.9% 332,017 $22.1M
Mar Vista Investment Partners LLC 2.03% Reduce -3.9% 336,467 $22.1M
Kornitzer Capital Management Inc. 0.46% Add +2.8% 333,215 $21.8M
Cetera Investment Advisers 0.02% Add +7.7% 322,621 $21.1M
MML Investors Services, LLC 0.05% Add +19.5% 320,809 $21.0M
Quantinno Capital Management LP 0.04% Add +24.5% 318,122 $20.8M
Commonwealth Equity Services, LLC 0.03% Reduce -3.3% 303,539 $19.9M
Managed Asset Portfolios, LLC 2.37% Add +26.6% 299,763 $19.6M
Reynders McVeigh Capital Management, LLC 0.89% Add +8.8% 288,396 $18.9M
Charles Schwab Investment Management Inc. 0.00% Add +2.3% 260,457 $17.0M
Ingalls & Snyder LLC 0.62% Reduce -3.1% 255,305 $16.7M
HRT Financial LP 0.05% Add +51.7% 248,941 $16.3M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +3355.6% 248,508 $16.3M
Alpha Cubed Investments, LLC 0.54% Reduce -1.2% 242,595 $15.9M
Cibc World Market Inc. 0.03% Reduce -39.2% 226,359 $14.8M
QV Investors Inc. 1.19% Reduce -14.1% 222,783 $14.6M
Zevin Asset Management LLC 1.93% Add +4.1% 220,550 $14.4M
O'shaughnessy Asset Management, LLC 0.08% Add +0.9% 216,260 $14.1M
Capital International Investors 0.00% New 212,754 $14.0M
Russell Investments Group, Ltd. 0.02% New 213,179 $13.9M
Scotia Capital Inc. 0.05% Reduce -0.9% 205,997 $13.5M
SCS Capital Management LLC 0.14% Add +0.2% 197,408 $12.9M
ProVise Management Group, LLC 0.91% Add +7.8% 196,368 $12.8M
Yacktman Asset Management 0.18% Reduce -6.5% 195,803 $12.8M
Wallace Capital Management Inc. 1.51% Reduce -21.8% 191,192 $12.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.9% 189,792 $12.3M
Modera Wealth Management, LLC 0.14% Reduce -3.1% 185,328 $12.1M
M. Kulyk & Associates, LLC 2.27% Add +15.9% 181,473 $11.9M
Osaic Holdings, Inc. 0.02% Reduce -36.9% 179,540 $11.7M
AQR Capital Management 0.01% Add +54.9% 178,933 $11.7M
Focus Partners Wealth 0.01% Add +6.2% 178,838 $11.7M
Orion Porfolio Solutions, LLC 0.08% Add +0.9% 176,661 $11.6M
Northstar Asset Management Inc. 2.96% Reduce -25.5% 175,462 $11.5M
Boston Common Asset Management, LLC 0.67% Reduce -8.3% 170,673 $11.2M
Vident Advisory, LLC 0.10% Add +18.6% 165,951 $10.9M
&partners 0.06% Add +19.4% 162,586 $10.6M
Clark Estates Inc. 2.54% No change 160,000 $10.5M
NewEdge Advisors, LLC 0.04% Add +261.2% 159,378 $10.4M
Neuberger Berman Group LLC 0.01% Reduce -87.7% 152,009 $9.9M
American Assets Investment Management, LLC 0.68% No change 151,111 $9.9M
Levin Capital Strategies, L.P. 0.85% Reduce -0.2% 150,171 $9.8M
Eldred Rock Partners, LLC 2.48% Reduce -5.4% 137,405 $9.6M
Northside Capital Management, LLC 0.82% No change 144,948 $9.5M
Allworth Financial LP 0.04% No change 142,464 $9.3M
Guardian Capital LP 0.27% Reduce -4.3% 140,642 $9.2M
Cresset Asset Management, LLC 0.04% New 140,074 $9.2M
US Bancorp \de 0.01% Add +0.8% 137,293 $9.0M
Snowden Capital Advisors LLC 0.23% Add +12.1% 134,210 $8.8M
Cary Street Partners Financial LLC 0.22% Add +0.2% 134,145 $8.8M
Pathstone Holdings, LLC 0.03% Add +4.3% 133,664 $8.7M
ExodusPoint Capital Management, LP 0.10% Add +1506.3% 133,331 $8.7M
NorthCrest Asset Manangement, LLC 0.19% Add +4.0% 135,129 $8.6M
QRG Capital Management, Inc. 0.10% Add +0.9% 131,031 $8.6M
Nicholas Company, Inc. 0.15% Add +6.1% 129,769 $8.5M
Lowe Brockenbrough & Co. Inc. 0.42% New 129,560 $8.5M
Citigroup Inc. 0.01% Reduce -22.5% 128,440 $8.4M
Janney Capital Management LLC 0.53% Reduce -3.7% 128,040 $8.4M
One Capital Management, LLC 0.25% Add +7.4% 126,767 $8.3M
Waverly Advisors, LLC 0.06% Add +7.3% 122,469 $8.0M
Destination Wealth Management 0.21% Add +3.0% 122,372 $8.0M
Windle Wealth, LLC 3.55% Add +2.5% 121,262 $7.9M
GFS Advisors, LLC 0.93% No change 119,696 $7.8M
Abc Arbitrage SA 0.72% Add +51.8% 117,480 $7.7M
Oxbow Advisors, LLC 0.68% Reduce -4.5% 116,901 $7.6M
Capital Fund Management S.A. 0.07% Reduce -45.9% 116,826 $7.6M
Sanctuary Advisors, LLC 0.04% Add +9.5% 116,034 $7.6M
Clean Yield Group 2.10% Reduce -3.7% 115,430 $7.5M
Smithbridge Asset Management Inc. 0.64% Add +99.8% 113,886 $7.4M
Kestra Advisory Services, LLC 0.03% Add +3.2% 110,299 $7.2M
Hilton Capital Management, LLC 0.54% Add +0.8% 109,624 $7.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.5% 109,194 $7.1M
Todd Asset Management LLC 0.14% Reduce -10.1% 108,172 $7.1M
Advocate Group LLC 1.12% Add +2.8% 106,176 $6.9M
Martin Capital Partners, LLC 2.58% Add +6.1% 104,934 $6.9M
Fiduciary Trust Co 0.08% Reduce -1.3% 103,985 $6.8M
Manning & Napier Advisors LLC 0.09% Reduce -2.3% 103,007 $6.8M
Cwm, LLC 0.02% Add +5.1% 103,075 $6.7M
New England Asset Management Inc. 0.91% Add +2.9% 102,785 $6.7M
NewSquare Capital LLC 0.58% Reduce -29.3% 100,144 $6.5M
Sanders Capital, LLC 0.01% Reduce -4.2% 98,335 $6.4M
Auxier Asset Management LLC 0.90% Reduce -0.7% 98,106 $6.4M
Portland Global Advisors LLC 0.68% Add +2.8% 97,512 $6.4M
Advisory Research Inc. 0.79% Add +1.5% 96,671 $6.3M
Moran Wealth Management, LLC 0.19% Add +29.6% 94,776 $6.2M
WCG Wealth Advisors LLC 0.17% Add +149.4% 93,470 $6.1M
Zions Bancorporation, National Association 0.28% Add +122.3% 92,834 $6.1M
Stablepoint Partners, LLC 0.95% Add +1.6% 92,678 $6.1M
Coston, McIsaac & Partners 1.40% Add +2.6% 92,292 $6.0M
Hamilton Point Investment Advisors, LLC 0.91% Reduce -1.7% 91,387 $6.0M
Shufro Rose & Co. LLC 0.41% Add +1.1% 91,360 $6.0M
Guyasuta Investment Advisors Inc. 0.34% Reduce -2.3% 90,343 $5.9M
Ethic Inc. 0.09% Reduce -6.4% 89,936 $5.9M
XML Financial, LLC 0.48% Reduce -14.1% 89,544 $5.9M
Bleakley Financial Group, LLC 0.10% Add +45.0% 88,966 $5.8M
Evelyn Partners Asset Management Ltd 1.36% Add +3.3% 88,845 $5.8M
Concurrent Investment Advisors, LLC 0.07% Add +87.0% 87,844 $5.7M
Farther Finance Advisors, LLC 0.06% Add +30.4% 87,736 $5.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +40.8% 86,635 $5.7M
Lorne Steinberg Wealth Management Inc. 1.30% Reduce -0.1% 86,608 $5.7M
Kavar Capital Partners Group, LLC 0.77% Add +0.3% 85,850 $5.6M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -4.2% 83,277 $5.4M
Steward Partners Investment Advisory, LLC 0.03% Add +4.2% 82,990 $5.4M
tru Independence LLC 1.36% Reduce -1.7% 82,266 $5.4M
Evergreen Capital Management LLC 0.12% Add +193.6% 82,192 $5.4M
Butensky & Cohen Financial Security, Inc. 1.45% Add +1.6% 82,163 $5.4M
World Investment Advisors 0.09% Add +11.9% 81,699 $5.3M
Hennessy Advisors Inc. 0.19% Reduce -5.3% 81,444 $5.3M
Allen Capital Group, LLC 0.48% Add +2.5% 80,565 $5.3M
Atria Investments, Inc 0.06% Add +43.6% 79,924 $5.2M
Pinkerton Wealth, LLC 0.53% Add +0.3% 79,152 $5.2M
Rockefeller Capital Management L.P. 0.01% Add +7.6% 78,468 $5.1M
DAVENPORT & Co LLC 0.03% Add +54.6% 78,400 $5.1M
Cullen Investment Group, LTD. 0.65% New 77,933 $5.0M
Beacon Pointe Advisors, LLC 0.03% Add +1.8% 75,840 $5.0M
True Freedom Investing, LLC 0.32% New 71,476 $4.7M
Liberty One Investment Management, LLC 0.59% Reduce -33.1% 70,311 $4.6M
Baird Financial Group, Inc. 0.01% Reduce -68.2% 70,027 $4.6M
Two Sigma Advisers, LP 0.01% Add +1317.7% 69,277 $4.5M
Jones Financial Companies LLLP 0.00% Add +15.4% 68,984 $4.5M
Becker Capital Management Inc. 0.13% Reduce -0.8% 68,644 $4.5M
Headinvest, LLC 0.89% Reduce -3.4% 68,436 $4.5M
Motco 0.40% Add +4.5% 67,306 $4.4M
Euro Pacific Asset Management, LLC 0.48% Reduce -54.2% 66,766 $4.4M
Gilman Hill Asset Management, LLC 0.68% Reduce -0.5% 65,941 $4.3M
Slocum, Gordon & Co LLP 3.10% Reduce -1.1% 65,490 $4.3M
Atlantic Union Bankshares Corp 0.08% Reduce -1.9% 65,288 $4.3M
Third View Private Wealth, LLC 0.57% — 65,026 $4.3M
Capital Investment Counsel, LLC 0.59% Reduce -1.3% 64,888 $4.2M
Timber Creek Capital Management LLC 0.98% Add +79.7% 64,661 $4.2M
Acumen Wealth Advisors, LLC 1.18% — 62,719 $4.1M
Exencial Wealth Advisors, LLC 0.13% Add +3.3% 61,438 $4.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.18% — 61,422 $4.0M
Two Sigma Investments, LP 0.01% Add +5.6% 60,970 $4.0M
Quadrant Capital Group LLC 0.12% Add +2.4% 60,933 $4.0M
Heartland Advisors Inc. 0.21% Add +8.7% 59,791 $3.9M
NewEdge Wealth, LLC 0.04% Add +14.1% 59,095 $3.9M
Private Advisor Group, LLC 0.02% Reduce -1.8% 58,761 $3.8M
Royce & Associates LP 0.04% No change 58,666 $3.8M
Autumn Glory Partners, LLC 1.34% Add +1.8% 58,335 $3.8M
Laird Norton Wetherby Trust Company, LLC 0.08% New 58,180 $3.8M
Keybank National Association 0.01% Add +3.8% 57,923 $3.8M
Benjamin Edwards Inc. 0.04% Add +31.6% 57,792 $3.8M
Dynamic Advisor Solutions LLC 0.12% Reduce -1.6% 57,502 $3.8M
Mgo One Seven LLC 0.08% Add +58.0% 56,461 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -1.5% 55,784 $3.6M
Tweedy, Browne Co LLC 0.29% Reduce -0.5% 55,374 $3.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +76.9% 55,109 $3.6M
Gabelli Funds LLC 0.02% Reduce -3.8% 55,109 $3.6M
Rhumbline Advisers 0.00% Add +38.1% 54,790 $3.6M
Wilmington Savings Fund Society, FSB 0.08% Reduce -11.1% 54,110 $3.5M
Callan Family Office, LLC 0.08% Add +66.5% 54,098 $3.5M
Beacon Financial Group 0.35% Reduce -7.9% 53,886 $3.5M
CIBC Private Wealth Group LLC 0.01% Add +5.8% 53,795 $3.5M
Beacon Bank & Trust 0.70% Reduce -9.0% 52,848 $3.5M
Mutual Advisors, LLC 0.07% Add +2.3% 52,747 $3.4M
TD Waterhouse Canada Inc. 0.02% Add +5.2% 52,624 $3.4M
Stephens Inc. 0.04% Add +4.2% 52,613 $3.4M
HB Wealth Management, LLC 0.02% Add +2.4% 52,452 $3.4M
IFP Advisors, Inc 0.08% New 52,422 $3.4M
apricus wealth, LLC 1.75% Add +4.7% 52,298 $3.4M
Argent Trust Co 0.12% Add +10.0% 51,540 $3.4M
Hall Laurie J Trustee 1.11% Add +5.5% 51,202 $3.3M
Ieq Capital, LLC 0.01% Add +29.0% 50,811 $3.3M
JPL Wealth Management, LLC 0.80% Reduce -3.3% 50,358 $3.3M
Holocene Advisors, LP 0.01% New 50,000 $3.3M
Old Port Advisors 0.80% Add +0.6% 49,873 $3.3M
Guardian Partners Inc. 0.26% Add +10.5% 45,768 $3.2M
Grey Ledge Advisors, LLC 0.73% Add +0.2% 49,348 $3.2M
Optiver Holding B.V. 0.06% New 49,139 $3.2M
Davis-Rea LTD. 0.80% Add +1.4% 48,888 $3.2M
Foresight Capital Management Advisors, Inc. 1.72% Add +3.9% 48,555 $3.2M
Anchor Capital Advisors LLC 0.09% Add +6.1% 48,499 $3.2M
BTC Capital Management, Inc. 0.22% Add +5.9% 48,318 $3.2M
Azzad Asset Management Inc. 0.31% Add +2.7% 48,331 $3.2M
Courier Capital LLC 0.18% Reduce -5.3% 48,025 $3.1M
Baker Chad R 0.56% Add +78.2% 47,657 $3.1M
Strategic Advisors LLC 0.49% No change 47,610 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.8% 47,112 $3.1M
Park Avenue Securities LLC 0.03% Reduce -10.5% 47,065 $3.1M
Choreo, LLC 0.04% Reduce -8.1% 46,706 $3.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -2.0% 44,769 $3.0M
Ritholtz Wealth Management 0.05% Add +4.4% 45,630 $3.0M
BNP Paribas Financial Markets 0.00% Reduce -66.8% 45,264 $3.0M
Naples Global Advisors, LLC 0.22% Reduce -1.1% 45,111 $3.0M
Redmond Asset Management, LLC 0.75% Reduce -1.3% 45,011 $2.9M
Deutsche Bank AG 0.00% Add +1.4% 45,000 $2.9M
Benedict Financial Advisors Inc. 0.61% Add +0.8% 44,033 $2.9M
Advisory Services Network, LLC 0.04% Add +1.9% 43,990 $2.9M
Verdence Capital Advisors LLC 0.17% Add +12.2% 43,888 $2.9M
Naviter Wealth, LLC 0.37% Reduce -17.7% 43,703 $2.9M
Haverford Trust Co 0.02% Reduce -0.9% 42,413 $2.8M
Moors & Cabot, Inc. 0.12% Add +13.7% 42,393 $2.8M
Portside Wealth Group, LLC 0.38% Add +4.6% 42,387 $2.8M
Signaturefd, LLC 0.04% Reduce -5.3% 42,105 $2.8M
Merit Financial Group, LLC 0.02% Add +15.0% 41,881 $2.7M
Royal Palms Capital LLC 3.21% — 41,347 $2.7M
Principal Securities, Inc. 0.04% Reduce -11.6% 41,182 $2.7M
Caprock Group, LLC 0.06% Add +8.0% 40,041 $2.6M
Pavion Blue Capital, LLC 1.08% Reduce -0.9% 39,705 $2.6M
Kanawha Capital Management LLC 0.18% Reduce -1.7% 39,491 $2.6M
Pathway Financial Advisers, LLC 0.75% Add +1.3% 39,286 $2.6M
D.A. Davidson & Co. 0.02% Add +24.8% 39,076 $2.6M
Parr McKnight Wealth Management Group, LLC 0.33% Add +2.4% 38,717 $2.5M
Kennon-Green & Company, LLC 2.01% Reduce -5.4% 38,653 $2.5M
Financial Gravity Asset Management, Inc. 0.49% Add +7.9% 38,491 $2.5M
Columbus Macro, LLC 0.27% Reduce -1.3% 37,688 $2.5M
Simplex Trading, LLC 0.07% New 37,532 $2.5M
Cardinal Capital Management 0.32% Add +0.1% 37,166 $2.4M
MAI Capital Management 0.01% Add +15.3% 36,427 $2.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -10.7% 36,184 $2.4M
Natural Investments, LLC 0.59% Add +2.5% 36,181 $2.4M
Norden Group LLC 0.23% Reduce -10.1% 36,147 $2.4M
Regatta Capital Group, LLC 0.36% Reduce -1.4% 35,991 $2.4M
Glenmede Trust Co. NA 0.01% — 35,848 $2.3M
Anchor Investment Management, LLC 0.19% Reduce -0.5% 35,832 $2.3M
SkyOak Wealth, LLC 0.42% Reduce -1.1% 35,823 $2.3M
TD Private Client Wealth LLC 0.05% Add +335.4% 35,577 $2.3M
Catalyst Capital Advisors LLC 0.05% Add +38.5% 35,567 $2.3M
Oppenheimer & Co. Inc. 0.03% Reduce -36.5% 35,500 $2.3M
Arvest Bank Trust Division 0.13% Add +1.6% 35,380 $2.3M
Dakota Wealth Management 0.04% Reduce -8.3% 35,072 $2.3M
44 Wealth Management LLC 0.77% Reduce -6.0% 34,902 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.27% Add +7.1% 34,873 $2.3M
Squarepoint Ops LLC 0.00% Reduce -35.6% 34,776 $2.3M
Prosperity Consulting Group, LLC 0.10% Add +0.8% 34,675 $2.3M
Klein Pavlis & Peasley Financial, Inc. 1.33% Reduce -3.5% 34,558 $2.3M
Vestmark Advisory Solutions, Inc. 0.03% Add +44.5% 34,005 $2.2M
FSB Premier Wealth Management, Inc. 0.69% Add +9.7% 33,419 $2.2M
Vise Technologies, Inc. 0.04% Add +25.6% 33,196 $2.2M
SG Americas Securities, LLC 0.00% Add +163.1% 33,122 $2.2M
Optimist Retirement Group LLC 0.99% Add +0.1% 33,105 $2.2M
Three Bridge Wealth Advisors, LLC 0.57% Add +0.5% 33,007 $2.2M
Pinnacle Associates Ltd. 0.03% Reduce -2.0% 32,784 $2.1M
Compound Planning, Inc. 0.06% Reduce -0.6% 32,513 $2.1M
Hohimer Wealth Management, LLC 0.29% Reduce -3.6% 32,187 $2.1M
Pinnacle Financial Partners, Inc. 0.02% — 31,998 $2.1M
State Street Corp. 0.00% No change 32,014 $2.1M
HF Advisory Group, LLC 0.71% Add +11.8% 31,235 $2.0M
Aviso Financial Inc. 0.08% Add +1.3% 31,054 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 30,852 $2.0M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -1.6% 30,845 $2.0M
Trust Co. of Vermont 0.08% Reduce -2.5% 30,618 $2.0M
Global Retirement Partners, LLC 0.04% Add +244.9% 30,253 $2.0M
Peapack Gladstone Financial Corp. 0.02% Reduce -1.4% 30,190 $2.0M
Susquehanna International Group, LLP 0.00% Add +11.4% 29,638 $1.9M
Westhampton Capital, LLC 0.90% Reduce -0.2% 29,224 $1.9M
Altman Advisors, Inc. 0.72% Add +4.3% 29,108 $1.9M
Auxano Advisors, LLC 0.37% Add +1.0% 28,843 $1.9M
Lineweaver Wealth Advisors, LLC 0.25% Add +8.3% 28,167 $1.8M
Quadcap Wealth Management, LLC 0.21% Reduce -1.1% 27,896 $1.8M
Drexel Morgan & Co. 0.29% No change 27,881 $1.8M
Ancora Advisors LLC 0.04% Add +0.7% 27,675 $1.8M
Opal Capital LLC 0.45% — 27,513 $1.8M
TrueMark Investments, LLC 0.34% Add +15.0% 27,493 $1.8M
Great Valley Advisor Group, Inc. 0.03% Add +5.4% 27,293 $1.8M
Aptus Capital Advisors, LLC 0.02% Reduce -7.6% 27,216 $1.8M
Voya Financial Advisors, Inc. 0.17% Add +6.1% 26,694 $1.8M
Guardian Wealth Management, Inc. 1.03% Add +0.4% 26,832 $1.8M
ICW Investment Advisors LLC 0.64% Reduce -1.4% 26,701 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -33.3% 26,668 $1.7M
RBF Capital, LLC 0.08% No change 26,666 $1.7M
Townsend & Associates, Inc 0.15% Add +0.8% 27,009 $1.7M
Americana Partners, LLC 0.05% Reduce -14.6% 25,758 $1.7M
Earnest Partners LLC 0.01% Reduce -9.1% 25,723 $1.7M
Spirepoint Private Client, LLC 0.16% Add +3.5% 25,596 $1.7M
Arvest Investments, Inc. 0.23% Reduce -1.7% 25,240 $1.7M
Intrust Bank NA 0.14% Add +7.8% 25,130 $1.6M
Aperture Investors, LLC 0.23% No change 25,050 $1.6M
Pullen Investment Management, LLC 0.86% Reduce -0.7% 25,038 $1.6M
CIBC Asset Management Inc 0.00% New 24,971 $1.6M
Abundance Wealth Counselors 0.27% Add +4.4% 24,472 $1.6M
KCM Investment Advisors LLC 0.05% No change 24,344 $1.6M
Long Run Wealth Advisors, LLC 0.30% Add +1.9% 24,048 $1.6M
Johnson Investment Counsel Inc. 0.01% Reduce -4.8% 23,966 $1.6M
Marks Group Wealth Management, Inc 0.15% Add +4.8% 23,877 $1.6M
Fulton Bank, N.A. 0.05% Add +242.4% 23,806 $1.6M
Apollon Wealth Management, LLC 0.03% Reduce -4.1% 23,802 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +88.2% 23,652 $1.5M
Capstone Financial Advisors, Inc. 0.08% No change 23,640 $1.5M
Hedges Asset Management LLC 1.07% No change 23,103 $1.5M
Parallel Advisors, LLC 0.03% No change 22,633 $1.5M
Advisors Asset Management, Inc. 0.02% Reduce -18.0% 22,576 $1.5M
Savant Capital, LLC 0.01% Add +25.0% 22,317 $1.5M
Lido Advisors, LLC 0.01% Reduce -32.1% 21,790 $1.4M
Diversify Wealth Management, LLC 0.07% Reduce -14.4% 22,023 $1.4M
Nia Impact Advisors, LLC 0.48% No change 21,747 $1.4M
Hurley Capital, LLC 0.79% Add +0.4% 21,578 $1.4M
PCM Encore, LLC 0.30% — 21,544 $1.4M
Wealth Alliance, LLC 0.14% Add +104.9% 21,487 $1.4M
Burkett Asset Management Ltd 1.42% — 21,470 $1.4M
Delta Capital Management LLC 0.80% Reduce -12.2% 21,467 $1.4M
Ativo Capital Management LLC 1.22% Reduce -6.2% 21,198 $1.4M
Aviance Capital Partners, LLC 0.16% Reduce -4.8% 21,016 $1.4M
LOM Asset Management Ltd 0.40% Add +0.6% 21,012 $1.4M
Harbour Investments, Inc. 0.03% Add +328.3% 20,867 $1.4M
Commerce Bank 0.01% Add +9.9% 20,235 $1.3M
Ashton Thomas Private Wealth, LLC 0.03% Add +47.2% 20,030 $1.3M
Aaron Wealth Advisors LLC 0.07% Add +12.0% 19,937 $1.3M
Value Partners Investments Inc. 0.10% Add +22.1% 19,917 $1.3M
Keystone Financial Group 0.10% Add +3.1% 19,675 $1.3M
Narwhal Capital Management 0.09% Reduce -12.1% 19,659 $1.3M
Tectonic Advisors LLC 0.07% Reduce -4.1% 19,543 $1.3M
Aua Capital Management, LLC 0.64% New 19,539 $1.3M
Syon Capital LLC 0.06% Reduce -2.5% 19,203 $1.3M
Crux Wealth Advisors 0.46% Add +0.5% 19,092 $1.2M
AlphaCore Capital LLC 0.03% Reduce -0.2% 18,967 $1.2M
First Bank & Trust 0.20% Add +71.7% 18,852 $1.2M
GoalVest Advisory LLC 0.24% Reduce -12.2% 18,823 $1.2M
Kimelman & Baird, LLC 0.09% Reduce -2.1% 18,796 $1.2M
Coldstream Capital Management Inc. 0.02% Reduce -8.0% 18,783 $1.2M
Ballentine Partners, LLC 0.02% Reduce -6.6% 18,767 $1.2M
Parrish Capital LLC 1.11% — 18,713 $1.2M
Midwest Trust Co 0.02% Reduce -0.8% 18,634 $1.2M
Gibbs Wealth Management 0.29% Reduce -14.6% 18,764 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -21.0% 18,412 $1.2M
Capital Financial Group Inc\co\ 0.66% — 18,071 $1.2M
Radnor Capital Management, LLC 0.17% No change 17,993 $1.2M
GeoWealth Management, LLC 0.04% Add +10.2% 17,986 $1.2M
Creegan & Nassoura Financial Group, LLC 0.76% Reduce -4.6% 17,954 $1.2M
Rodgers Brothers Inc. 0.14% Reduce -0.1% 17,737 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -11.8% 17,725 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -5.3% 17,673 $1.2M
Thompson Siegel & Walmsley LLC 0.02% Add +1.6% 17,663 $1.2M
Permanent Capital Management, LP 0.22% No change 17,621 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Add +7.0% 17,507 $1.1M
Inlet Private Wealth, LLC 0.27% Reduce -6.6% 17,507 $1.1M
Roehl & Yi Investment Advisors, LLC 0.45% New 17,376 $1.1M
Jeppson Wealth Management, LLC 0.36% Reduce -1.5% 17,302 $1.1M
Choate Investment Advisors 0.02% Reduce -14.5% 17,264 $1.1M
Baker Tilly Wealth Management, LLC 0.28% Reduce -3.8% 17,094 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.46% Add +0.6% 17,093 $1.1M
Marietta Investment Partners LLC 0.22% Reduce -1.0% 17,069 $1.1M
Columbia Asset Management 0.20% Add +3.3% 16,933 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +2.9% 17,042 $1.1M
Chesapeake Asset Management LLC 0.90% No change 16,658 $1.1M
Legacy Capital Group California, Inc. 0.26% Reduce -0.2% 16,420 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Reduce -1.4% 16,341 $1.1M
Smartleaf Asset Management LLC 0.04% Add +1.0% 16,279 $1.1M
Legacy Capital Wealth Partners, LLC 0.23% Add +0.9% 16,331 $1.1M
HM Payson & Co. 0.02% Add +0.5% 16,326 $1.1M
XTX Topco Ltd 0.03% Reduce -53.5% 16,298 $1.1M
Unique Wealth Strategies, LLC 0.41% Reduce -9.2% 16,120 $1.1M
Northstar Group, Inc. 0.15% Add +3.3% 16,099 $1.1M
SevenBridge Financial Group, LLC 0.17% Reduce -11.9% 15,630 $1.1M
Sivia Capital Partners, LLC 0.21% Add +115.5% 16,029 $1.0M
Meriwether Wealth & Planning, LLC 0.59% Add +3.0% 15,884 $1.0M
Great Lakes Retirement, Inc. 0.11% Add +1.7% 15,828 $1.0M
Waldron Private Wealth LLC 0.04% No change 15,777 $1.0M
Qtron Investments LLC 0.13% Reduce -7.8% 15,744 $1.0M
Bollard Group LLC 0.03% Reduce -6.3% 15,655 $1.0M
Checchi Capital Advisers, LLC 0.07% Reduce -10.9% 15,647 $1.0M
Bank of Nova Scotia Trust Co. 0.09% Add +11.0% 15,628 $1.0M
Allen Wealth Management, LLC 0.61% Reduce -2.1% 15,534 $1.0M
Huntington National Bank 0.01% New 15,464 $1.0M
Raleigh Capital Management Inc. 0.37% Add +247799.0% 15,418 $1.0M
GAMMA Investing LLC 0.05% Add +6.5% 15,365 $1.0M
Prospera Financial Services Inc 0.02% Reduce -1.3% 15,321 $1.0M
Joel Isaacson & Co., LLC 0.03% Add +1.5% 15,244 $997K
Smart Money Group LLC 0.29% Reduce -0.8% 15,197 $994K
Marshall Wace, LLP 0.00% Reduce -80.7% 15,185 $993K
Weatherly Asset Management L. P. 0.08% Add +0.1% 15,169 $992K
Tower Research Capital LLC (TRC) 0.02% Reduce -77.0% 15,140 $990K
Transcend Capital Advisors, LLC 0.08% Add +17.7% 15,136 $990K
Salvus Wealth Management, LLC 0.55% Add +3.7% 15,097 $987K
EP Wealth Advisors, LLC 0.01% — 14,871 $973K
Wynn Capital, LLC 0.47% Reduce -1.3% 14,854 $971K
Alliance Wealth Advisors, LLC 0.21% Reduce -28.8% 14,753 $965K
Guggenheim Capital LLC 0.01% Reduce -2.3% 14,734 $964K
Future Fund LLC 0.30% Reduce -12.3% 14,713 $962K
Keystone Financial Services 0.29% Add +0.4% 14,624 $956K
Lane Brothers & Co. Inc. 0.69% — 14,616 $956K
Twin City Private Wealth, LLC 0.72% Add +5.7% 14,598 $955K
Hennion & Walsh Asset Management, Inc. 0.03% Add +10.3% 14,562 $952K
Berkeley Capital Partners, LLC 0.22% Add +21.3% 14,526 $950K
Invesco Ltd. 0.00% Reduce -22.6% 14,403 $942K
Confluence Investment Management LLC 0.01% Add +6.0% 14,293 $935K
Essex Financial Services, Inc. 0.05% Add +1.3% 14,264 $933K
Leisure Capital Management 0.31% Reduce -2.9% 14,107 $923K
Arjuna Capital 0.22% Add +5.7% 14,019 $917K
Raelipskie Partnership 0.38% New 13,840 $905K
Tower Bridge Advisors 0.09% Reduce -11.0% 13,837 $905K
Tred Avon Family Wealth, LLC 0.29% Add +17.1% 13,584 $888K
Applied Finance Capital Management, LLC 0.06% Add +4.0% 13,568 $887K
Greenleaf Trust 0.01% Add +0.3% 13,551 $886K
LCM Capital Management Inc 0.43% Reduce -6.3% 13,526 $885K
Curbstone Financial Management Corp 0.17% Reduce -3.0% 13,508 $883K
Manchester Capital Management LLC 0.12% Add +20.8% 13,485 $882K
Welch & Forbes LLC 0.01% Reduce -0.3% 13,412 $877K
Diversify Advisory Services, LLC 0.03% Reduce -7.2% 13,543 $874K
Y-Intercept (Hong Kong) Ltd 0.02% Add +55.4% 13,306 $870K
Valeo Financial Advisors, LLC 0.02% Add +0.6% 13,301 $870K
Arkadios Wealth Advisors 0.02% Add +6.8% 13,261 $867K
Rwa Wealth Partners, LLC 0.01% Add +8.1% 13,231 $865K
Hartford Funds Management Co LLC 0.07% Add +1.6% 13,195 $863K
Strategic Global Advisors, LLC 0.13% Add +12.5% 13,174 $862K
Empire Financial Management Company, LLC 0.18% No change 12,928 $845K
First Pacific Financial 0.11% Reduce -4.2% 12,848 $840K
Elevation Point Wealth Partners, LLC 0.04% Reduce -49.3% 12,739 $833K
Sigma Planning Corp 0.02% Reduce -6.3% 12,618 $825K
Axxcess Wealth Management, LLC 0.01% Reduce -36.1% 12,509 $818K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -67.4% 12,499 $817K
River Wealth Advisors LLC 0.09% Reduce -10.4% 12,436 $813K
Level Four Advisory Services, LLC 0.03% Add +5.6% 12,435 $813K
Frank, Rimerman Advisors LLC 0.05% Reduce -2.4% 12,426 $813K
Dearborn Partners LLC 0.04% Add +0.9% 12,403 $811K
Blue Trust, Inc. 0.01% Reduce -11.2% 12,371 $809K
Versant Capital Management, Inc 0.10% Add +19.7% 12,285 $803K
Potentia Wealth 0.29% No change 12,280 $803K
Tidal Investments LLC 0.00% Add +22.7% 12,262 $802K
North Star Investment Management Corp. 0.05% Add +0.6% 12,172 $796K
Evelyn Partners Investment Management LLP 0.02% Reduce -21.6% 12,078 $790K
Raab & Moskowitz Asset Management LLC 0.17% Reduce -4.1% 12,044 $788K
Wealthspire Advisors, LLC 0.01% Add +25.8% 12,020 $786K
Ceera Investments, LLC 0.30% Reduce -47.0% 11,946 $781K
Ellevest, Inc. 0.11% Reduce -15.8% 11,896 $778K
Ausdal Financial Partners, Inc. 0.04% Add +2.2% 11,889 $778K
Ascentis Independent Advisors 0.13% Add +5.4% 11,870 $776K
Bailard, Inc. 0.02% Reduce -2.2% 11,865 $776K
Excalibur Management Corp. 0.28% Reduce -1.1% 11,789 $771K
Modern Wealth Management, LLC 0.01% Add +3.9% 11,679 $764K
AE Wealth Management LLC 0.00% Add +215.9% 11,613 $759K
FourThought Financial Partners, LLC 0.06% Add +37.8% 11,568 $757K
Precision Wealth Strategies, LLC 0.24% Reduce -22.4% 11,554 $756K
Northeast Investment Management 0.03% Reduce -1.1% 11,506 $752K
Riverwater Partners LLC 0.29% Reduce -0.6% 11,455 $749K
Janus Henderson Group PLC 0.00% Add +1.2% 11,392 $745K
PFG Investments, LLC 0.04% Reduce -1.1% 11,375 $744K
Hilltop Holdings Inc. 0.04% Reduce -33.2% 11,333 $741K
Independent Advisor Alliance 0.02% Add +37.1% 11,196 $732K
Larson Financial Group LLC 0.02% Reduce -4.2% 11,128 $728K
Arrowstreet Capital, Limited Partnership 0.00% New 11,108 $726K
Forum Financial Management, LP 0.01% Reduce -0.9% 11,101 $726K
SGL Investment Advisors, Inc. 0.29% Add +1.5% 10,012 $717K
Global View Capital Management LLC 0.13% Reduce -2.3% 10,934 $715K
Diversified Trust Co. 0.01% Add +49.5% 10,715 $701K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.6% 10,680 $698K
FLC Capital Advisors 0.13% No change 10,548 $690K
Insigneo Advisory Services, LLC 0.05% Add +9.9% 10,536 $689K
Focus Partners Advisor Solutions, LLC 0.01% Add +4.2% 10,503 $687K
Lavelle Capital LP 0.43% — 10,452 $684K
Garrett Wealth Advisory Group, LLC 0.13% No change 10,447 $683K
Thoroughbred Financial Services, LLC 0.04% Reduce -5.0% 10,437 $682K
Phillips Wealth Planners LLC 0.55% Add +42.7% 10,498 $681K
West Family Investments, Inc. 0.16% Reduce -18.3% 10,398 $680K
Sandy Cove Advisors, LLC 0.20% Reduce -0.3% 10,383 $679K
Peoples Bank 0.68% Reduce -2.8% 10,304 $674K
Lighthouse Investment Partners, LLC 0.02% New 10,233 $669K
Navellier & Associates Inc. 0.07% No change 10,215 $668K
New Republic Capital, LLC 0.18% Add +178.1% 10,178 $666K
Leith Wheeler Investment Counsel Ltd. 0.05% New 10,166 $665K
Banco de Sabadell, S.A 0.43% Reduce -0.4% 10,071 $664K
Summit Trail Advisors, LLC 0.01% Reduce -35.2% 10,109 $661K
Perigon Wealth Management, LLC 0.01% Add +20.2% 10,039 $657K
PDS Planning, Inc 0.04% No change 9,967 $652K
Anchyra Partners LLC 0.20% — 9,893 $647K
Aprio Wealth Management, LLC 0.04% Reduce -3.4% 9,620 $643K
Arax Advisory Partners 0.02% Reduce -48.6% 9,770 $639K
Fourpath Capital Management, LLC 0.09% New 9,768 $639K
Pinion Investment Advisors, LLC 0.16% Reduce -10.7% 9,743 $637K
May Hill Capital, LLC 0.17% Reduce -4.2% 9,708 $635K
SPWM Advisors LLC 0.61% — 9,679 $633K
Centaurus Financial, Inc. 0.03% Reduce -15.4% 9,680 $633K
Mission Wealth Management, LP 0.01% Reduce -1.7% 9,675 $633K
GAMCO Investors 0.01% Reduce -31.7% 9,608 $628K
Roundview Capital LLC 0.04% Reduce -7.1% 9,552 $625K
Cozad Asset Management Inc. 0.05% No change 9,531 $623K
Argonautica Private Wealth Management, Inc. 0.18% Add +57.9% 9,527 $623K
Old North State Trust, LLC 0.37% Add +0.9% 9,498 $621K
Novem Group 0.07% Add +0.9% 9,482 $620K
Glenview Trust Co 0.01% Add +0.4% 9,460 $619K
V-Square Quantitative Management LLC 0.06% New 9,282 $607K
Ascent Group, LLC 0.02% Add +26.6% 9,155 $599K
Flputnam Investment Management Co. 0.01% Add +15.3% 9,091 $595K
Pursuit Wealth Management LLC 0.51% — 9,072 $593K
Regal Investment Advisors LLC 0.04% Add +138.7% 9,014 $590K
Rathbones Group PLC 0.00% No change 9,002 $589K
Tranquilli Financial Advisor LLC 0.34% Reduce -1.5% 9,001 $589K
Great Diamond Partners, LLC 0.11% Reduce -4.4% 8,954 $586K
Breakwater Capital Group 0.08% Reduce -0.3% 8,862 $580K
PAX Financial Group, LLC 0.10% Reduce -0.5% 8,769 $573K
Conning Inc. 0.02% Add +19.4% 8,743 $572K
Bond & Devick Financial Network, Inc. 0.16% Add +2.1% 8,697 $569K
Bessemer Group Inc. 0.00% Add +34.4% 8,694 $568K
Mezzasalma Advisors, LLC 0.14% Reduce -3.0% 8,716 $567K
Jacobi Capital Management LLC 0.03% Reduce -0.8% 8,648 $566K
Malaga Cove Capital, LLC 0.20% Add +3.3% 8,626 $564K
Dynasty Wealth Management, LLC 0.01% Add +147.2% 8,595 $562K
Beverly Hills Private Wealth, LLC 0.10% Add +2.2% 8,516 $557K
Ignite Planners, LLC 0.09% Reduce -7.9% 8,130 $556K
Bridges Investment Management Inc. 0.01% Add +1.6% 8,475 $554K
Journey Retirement Planning & Investment Management LLC 0.11% — 8,472 $554K
Chicago Capital, LLC 0.01% No change 8,411 $550K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -6.5% 8,379 $548K
Principle Wealth Partners LLC 0.03% Add +4.3% 8,362 $547K
DecisionMap Wealth Management, LLC 0.33% Add +2.9% 8,220 $538K
Douglass Winthrop Advisors, LLC 0.01% No change 8,167 $534K
Sage Rhino Capital LLC 0.10% Reduce -1.6% 8,159 $534K
Tiaa Trust, National Association 0.00% Add +3.0% 8,158 $534K
Haven Private, LLC 0.23% Reduce -19.0% 8,125 $531K
1900 Wealth Management LLC 0.03% Add +32.2% 8,061 $527K
Boston Trust Walden Corp 0.00% Reduce -0.3% 7,954 $520K
First Manhattan Co. Llc. 0.00% Reduce -26.9% 7,872 $515K
Powers Advisory Group, LLC 0.19% Reduce -1.2% 7,849 $513K
Stratos Wealth Partners, LTD. 0.01% Add +16.4% 7,833 $512K
Dana Investment Advisors, Inc. 0.01% Reduce -1.2% 7,768 $508K
Range Financial Group LLC 0.18% Reduce -5.9% 7,757 $507K
Cadence Bank 0.03% Reduce -13.7% 7,754 $507K
RS Crum Inc. 0.10% No change 7,751 $507K
BIP Wealth, LLC 0.02% Reduce -34.4% 7,745 $507K
Kingsview Wealth Management, LLC 0.01% Add +1.1% 7,745 $507K
Colonial Trust Co / SC 0.07% Reduce -15.8% 7,765 $506K
Kathmere Capital Management, LLC 0.03% Reduce -3.9% 7,667 $501K
Revisor Wealth Management LLC 0.13% Add +95.6% 7,639 $500K
Cordatus Wealth Management LLC 0.12% Reduce -5.0% 7,629 $499K
Fifth Third Bancorp 0.00% Add +27.7% 7,606 $497K
Peregrine Asset Advisers, Inc. 0.14% Reduce -7.1% 7,572 $495K
Farmers & Merchants Investments Inc. 0.01% Reduce -3.1% 7,567 $495K
Daymark Wealth Partners, LLC 0.02% Add +0.3% 7,553 $494K
Fortress Private Ledger, LLC 0.16% Reduce -1.6% 7,533 $493K
Investment Research Partners LLC 0.21% Add +1.2% 7,487 $490K
Cerro Pacific Wealth Advisors LLC 0.13% Add +1.2% 7,415 $485K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -4.0% 7,364 $482K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.5% 7,318 $479K
South Shore Capital Advisors 0.35% — 7,310 $478K
Icon Wealth Advisors, LLC 0.03% Add +5.2% 7,305 $478K
Gryphon Financial Partners LLC 0.05% Add +11.3% 7,257 $475K
Quotient Wealth Partners, LLC 0.01% Reduce -6.6% 7,234 $473K
Gilpin Wealth Management, LLC 0.37% — 7,093 $464K
Optas, LLC 0.07% Add +14.1% 7,047 $461K
Henshaw Capital LLC 0.02% No change 7,031 $460K
Allen Investment Management, LLC 0.01% No change 7,025 $459K
Manske Wealth Management 0.14% Add +0.5% 7,015 $459K
Octavia Wealth Advisors, LLC 0.04% Add +3.3% 7,006 $458K
Venturi Wealth Management, LLC 0.02% Add +85.6% 6,957 $455K
First National Bank of Omaha 0.01% New 6,932 $455K
Spinnaker Trust 0.02% Reduce -5.3% 6,948 $454K
Gallacher Capital Management LLC 0.18% Reduce -22.6% 6,926 $453K
Beese Fulmer Investment Management, Inc. 0.03% Add +0.2% 6,889 $451K
Alliancebernstein L.P. 0.00% Reduce -47.2% 6,888 $450K
Twelve Points Wealth Management LLC 0.10% Reduce -0.4% 6,979 $448K
Woodmont Investment Counsel LLC 0.03% Reduce -2.4% 6,841 $447K
Welch Group, LLC 0.02% Reduce -21.9% 6,838 $447K
Drucker Wealth 3.0, LLC 0.08% Reduce -0.3% 6,799 $445K
Fidelis Capital Partners, LLC 0.03% Reduce -2.4% 6,794 $444K
Clifford Swan Investment Counsel LLC 0.01% No change 6,794 $444K
Resonant Capital Advisors, LLC 0.02% Reduce -7.8% 6,777 $443K
Roman Butler Fullerton & Co. 0.12% Reduce -0.3% 6,741 $442K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.3% 6,749 $441K
Brown Brothers Harriman & Co. 0.00% Add +17.2% 6,743 $441K
Capital Investment Advisory Services, LLC 0.03% Reduce -40.2% 6,737 $441K
Rehmann Capital Advisory Group 0.02% Reduce -8.4% 6,703 $439K
Keudell/Morrison Wealth Management 0.09% — 6,710 $439K
Larry Mathis Financial Planning, LLC 0.39% — 6,689 $437K
Searle & Co. 0.11% No change 6,666 $436K
AlTi Global, Inc. 0.01% Add +30.2% 6,638 $434K
Integrated Wealth Concepts LLC 0.01% Reduce -49.5% 6,596 $431K
Hunter Associates Investment Management LLC 0.06% Add +1.2% 6,606 $431K
Cohen Investment Advisors LLC 0.20% Reduce -0.3% 6,561 $429K
BridgePort Financial Solutions, LLC 0.12% Add +4.3% 6,553 $429K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Reduce -3.6% 6,518 $426K
Wedbush Securities Inc. 0.01% Add +21.1% 6,506 $425K
Parsons Capital Management Inc. 0.02% Reduce -2.0% 6,466 $423K
Lanark Financial, Inc. 0.03% Add +1.6% 6,455 $422K
Diversified Management Inc. 0.10% — 6,436 $421K
Thomasville National Bank 0.03% Reduce -12.1% 6,422 $420K
Advus Financial Partners, LLC 0.10% New 6,376 $417K
Calydon Capital 0.07% Reduce -9.4% 6,369 $417K
Advisortrust Partners, LLC 0.18% — 6,336 $414K
Fca Corp. 0.11% No change 6,222 $407K
Avior Wealth Management, LLC 0.01% Reduce -9.4% 6,186 $405K
Sowell Financial Services LLC 0.01% Reduce -17.4% 6,122 $400K
Ritter Daniher Financial Advisory LLC / DE 0.07% Reduce -6.1% 6,116 $400K
Wescott Financial Advisory Group, LLC 0.03% Reduce -14.4% 6,105 $399K
OpenArc Corporate Advisory, LLC 0.01% — 6,103 $399K
WealthTrust Axiom LLC 0.10% Add +3.6% 6,050 $396K
Cullen/Frost Bankers, Inc. 0.00% Add +1.3% 6,047 $395K
Shelton Capital Management 0.01% Reduce -0.2% 6,044 $395K
Equitable Holdings, Inc. 0.00% Reduce -2.4% 6,033 $395K
Cornerstone Wealth Group, LLC 0.03% Add +1.6% 6,013 $393K
Moneta Group Investment Advisors LLC 0.00% Add +8.3% 6,010 $393K
HUB Investment Partners, LLC 0.01% Reduce -5.5% 5,969 $390K
HBK Sorce Advisory LLC 0.01% Add +22.4% 5,401 $390K
Intrua Financial, LLC 0.04% Add +13.4% 5,908 $386K
Ti-Trust, Inc. 0.24% Reduce -0.4% 5,888 $385K
Townsquare Capital LLC 0.09% Reduce -6.3% 5,864 $384K
Fiera Capital Corp 0.00% Add +30.6% 5,825 $381K
Trust Point Inc. 0.03% Reduce -5.0% 5,807 $380K
Pine Haven Investment Counsel, Inc 0.27% Add +2.8% 5,791 $379K
Penobscot Investment Management Company, Inc. 0.03% Reduce -0.1% 5,790 $379K
Port Capital LLC 0.02% No change 5,777 $378K
Bedel Financial Consulting, Inc. 0.04% No change 5,765 $377K
O'Brien Greene & Co. Inc 0.11% No change 5,758 $377K
Griffith & Werner, Inc. 0.19% No change 5,753 $376K
Basecamp Wealth Advisors LLC 0.08% — 5,722 $374K
RD Lewis Holdings, Inc. 0.32% Add +0.7% 5,401 $373K
Transamerica Financial Advisors, LLC 0.03% Reduce -12.1% 5,704 $373K
Sepio Capital, LP 0.02% Add +17.4% 5,659 $370K
Summit Financial, LLC 0.01% Add +18.6% 5,644 $369K
Ransom Advisory, Ltd 0.15% Reduce -10.9% 5,644 $369K
Carnegie Investment Counsel 0.01% No change 5,638 $369K
United Advisor Group, LLC 0.05% Add +14.8% 5,623 $368K
Certior Financial Group, LLC 0.25% Add +9.4% 5,619 $367K
Red Door Wealth Management, LLC 0.04% No change 5,617 $367K
Wedmont Private Capital 0.01% Add +8.7% 5,860 $367K
Caldwell Trust Co 0.03% Add +0.1% 5,609 $367K
Robertson Stephens Wealth Management, LLC 0.01% Add +3.5% 5,593 $366K
Douglas Lane & Associates, LLC 0.01% Reduce -0.2% 5,579 $365K
Blake Schutter Theil Wealth Advisors, LLC 0.30% Add +0.3% 5,574 $365K
Smithfield Trust Co 0.02% Add +1.8% 5,589 $363K
Parkside Financial Bank & Trust 0.03% Add +2.4% 5,549 $363K
Maia Wealth LLC 0.06% Reduce -1.8% 4,939 $363K
Crescent Grove Advisors, LLC 0.03% No change 5,540 $362K
Brucke Financial, Inc. 0.20% Reduce -11.8% 5,529 $362K
Bryn Mawr Trust Advisors, LLC 0.02% Add +3.2% 5,441 $356K
Meridian Wealth Management, LLC 0.01% Reduce -87.7% 5,440 $356K
Garner Asset Management Corp 0.13% Reduce -18.6% 5,374 $351K
Millennium Management 0.00% New 5,365 $351K
Abel Hall, LLC 0.08% Add +34.1% 5,342 $349K
Seeds Investor LLC 0.07% Add +1.9% 5,337 $349K
Bramshill Investments, LLC 0.02% Add +33.4% 5,333 $349K
Everstar Asset Management, LLC 0.19% Reduce -51.6% 5,333 $349K
Phocas Financial Corp. 0.05% No change 5,333 $349K
Corient IA LP 0.33% Reduce -40.4% 5,297 $346K
Schrum Private Wealth Management LLC 0.26% Reduce -3.5% 5,293 $346K
Evoke Wealth, LLC 0.01% Add +58.9% 5,293 $346K
Absher Wealth Management, LLC 0.04% Add +11.0% 5,291 $346K
CVA Family Office, LLC 0.04% Add +0.2% 5,274 $345K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -38.7% 5,273 $345K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -41.9% 5,251 $343K
Dodge & Cox 0.00% Reduce -75.3% 5,244 $343K
Tru Independence Asset Management 2, LLC 0.21% No change 5,226 $342K
Phraction Management LLC 0.10% Reduce -52.1% 5,222 $342K
Traveka Wealth, LLC 0.14% Add +18.5% 5,203 $340K
Lincoln Capital LLC 0.06% Add +5.5% 5,197 $340K
Hancock Whitney Corp. 0.01% Reduce -56.2% 5,186 $339K
Gentry Private Wealth, LLC 0.21% Reduce -20.2% 5,184 $339K
Knightsbridge Asset Management, LLC 0.06% Add +20.3% 5,180 $339K
Probity Advisors, Inc. 0.05% Add +1.1% 5,175 $338K
Brookstone Capital Management 0.00% Add +39.9% 5,163 $338K
HSBC Holdings PLC 0.00% Reduce -96.4% 5,152 $337K
Simplicity Wealth,LLC 0.02% Reduce -13.9% 5,048 $330K
Clarius Group, LLC 0.02% No change 5,017 $328K
Old National Bancorp 0.01% Reduce -11.0% 5,009 $328K
Atlas Brown,Inc. 0.10% No change 5,009 $328K
Drive Wealth Management, LLC 0.06% Add +6.0% 4,982 $326K
First Horizon Corp. 0.01% Add +56.3% 4,945 $323K
Hazlett, Burt & Watson, Inc. 0.10% No change 4,959 $323K
Procyon Advisors, LLC 0.02% Add +10.3% 4,925 $322K
Roberts Glore & Co. Inc. 0.09% Reduce -5.3% 4,915 $321K
Bradley Foster & Sargent Inc. 0.00% Reduce -9.9% 4,891 $320K
J. R. Prunier Capital Management LLC 0.13% — 4,872 $319K
Franklin Street Advisors Inc. 0.02% Add +2.6% 4,855 $318K
Addison Advisors LLC 0.07% Reduce -6.4% 4,837 $316K
Sound Income Strategies, LLC 0.01% Add +4.8% 4,902 $316K
Hummer Financial Advisory Services Inc 0.22% Add +11.0% 4,794 $314K
Atticus Wealth Management, LLC 0.08% Add +0.3% 4,787 $313K
Traphagen Investment Advisors LLC 0.03% Add +0.3% 4,777 $312K
TritonPoint Partners, LLC 0.17% — 4,735 $310K
Atlatl Advisers LLC 0.12% Reduce -1.8% 4,729 $309K
SmartHarvest Portfolios, LLC 0.11% — 4,721 $309K
Eagle Bay Advisors LLC 0.22% No change 4,710 $308K
Mitchell Sinkler & Starr 0.14% Add +1.5% 4,656 $305K
Aspen Grove Capital, LLC 0.05% Reduce -19.2% 4,589 $300K
Livet Wealth, LLC 0.18% — 4,584 $300K
Borer Denton & Associates, Inc. 0.10% No change 4,581 $300K
Delta Financial Advisors LLC 0.08% No change 4,580 $300K
Fielder Capital Group LLC 0.06% Add +0.3% 4,576 $299K
BSW Wealth Partners 0.04% Reduce -7.2% 4,529 $296K
Payne Capital LLC 0.30% Add +0.9% 4,483 $293K
United Community Bank 0.11% Add +9.7% 4,420 $289K
Legacy Private Trust Co. 0.02% No change 4,374 $286K
Rosenberg Matthew Hamilton 0.06% Add +13.5% 4,361 $285K
Park Place Capital Corp 0.06% Add +175.8% 4,345 $284K
Palladiem, LLC 0.27% — 4,330 $284K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 4,342 $284K
Money Concepts Capital Corp. 0.02% Add +10.2% 4,316 $282K
Savvy Advisors, Inc. 0.01% New 4,310 $282K
Sky Investment Group LLC 0.05% Reduce -6.9% 4,306 $282K
Laurel Oak Wealth Management, LLC 0.05% — 4,289 $280K
Klingman & Associates, LLC 0.01% Add +1.0% 4,275 $280K
Platform Technology Partners 0.06% Add +2.9% 4,273 $279K
Claro Advisors Inc. 0.04% No change 4,265 $279K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.6% 4,264 $279K
EverSource Wealth Advisors, LLC 0.01% Add +5.7% 4,255 $278K
Lantz Financial LLC 0.06% New 4,253 $278K
Silverlake Wealth Management LLC 0.06% No change 4,251 $278K
New Wave Wealth Advisors LLC 0.10% Add +3.4% 4,235 $277K
Frec Markets, Inc. 0.08% — 4,216 $276K
Beacon Investment Advisory Services, Inc. 0.01% No change 4,206 $275K
Kovack Advisors, Inc. 0.01% Add +32.7% 4,190 $274K
Sage Mountain Advisors LLC 0.01% No change 4,149 $271K
Pekin Hardy Strauss, Inc. 0.03% New 4,143 $271K
Steinberg Asset Management LLC 0.20% Reduce -1.6% 4,117 $269K
IFG Advisory, LLC 0.01% Add +12.1% 4,117 $269K
Alhambra Investment Management LLC 0.13% No change 4,116 $269K
Net Worth Advisory Group 0.05% Add +3.2% 4,101 $268K
Schnieders Capital Management, Llc. 0.04% Add +1.9% 4,098 $268K
Mayflower Financial Advisors, LLC 0.03% Add +2.5% 4,091 $268K
AdvisorNet Financial, Inc 0.01% No change 4,089 $267K
Eagle Strategies LLC 0.03% Add +2.5% 4,082 $267K
Avantax Planning Partners, Inc. 0.01% Add +5.0% 4,068 $266K
FDx Advisors, Inc. 0.14% Add +4.6% 4,061 $266K
Stock Yards Bank & Trust Co. 0.01% No change 4,065 $266K
Focused Alpha, LLC 0.08% — 4,055 $265K
Cornerstone Wealth Management, LLC 0.01% Add +16.9% 4,036 $264K
Marino, Stram & Associates LLC 0.05% Reduce -0.2% 4,035 $264K
Fiduciary Financial Group, LLC 0.04% Reduce -2.5% 4,021 $263K
Lafayette Investments, Inc. 0.05% No change 4,016 $263K
Stokes Family Office, LLC 0.02% Add +13.6% 4,013 $262K
Freestone Capital Holdings, LLC 0.01% Add +2.5% 3,990 $261K
Invested Advisors 0.27% Add +18.0% 3,987 $261K
DV Trading LLC 0.02% — 3,962 $259K
Cromwell Holdings LLC 0.14% No change 3,950 $258K
Riversedge Advisors, LLC 0.04% Reduce -5.2% 3,925 $257K
Turtle Creek Wealth Advisors, LLC 0.02% New 3,922 $256K
Clear Harbor Asset Management, LLC 0.02% Reduce -1.8% 3,919 $256K
Tacita Capital Inc 0.15% Reduce -10.2% 3,909 $256K
DGS Capital Management, LLC 0.04% Reduce -15.4% 3,901 $255K
Kuhn & Co Investment Counsel 0.17% No change 3,900 $255K
Five Oceans Advisors 0.09% No change 3,891 $254K
Aurora Private Wealth, Inc. 0.17% — 3,888 $254K
Moneco Advisors, LLC 0.02% Add +6.7% 3,881 $254K
PFG Advisors 0.01% Reduce -42.6% 3,878 $254K
Fort Sheridan Advisors LLC 0.03% No change 3,870 $253K
WoodTrust Financial Corp 0.03% No change 3,866 $253K
SageView Advisory Group, LLC 0.01% Add +0.2% 3,854 $252K
Capital Advantage, Inc. 0.03% Add +0.2% 3,831 $251K
Texas Capital Bank Wealth Management Services Inc 0.01% Add +24.1% 3,831 $251K
Thryve Wealth Management LLC 0.12% — 3,802 $249K
a16z Perennial Management, L.P. 0.02% No change 3,790 $248K
Foundations Investment Advisors, LLC 0.00% Reduce -25.6% 3,788 $248K
Carrera Capital Advisors 0.04% Add +20.1% 3,780 $247K
Graybill Wealth Management, LTD. 0.07% Reduce -5.3% 3,764 $246K
Moseley Investment Management Inc. 0.08% Reduce -0.8% 3,752 $245K
FRG Family Wealth Advisors LLC 0.04% No change 3,752 $245K
Newman Dignan & Sheerar, Inc. 0.05% No change 3,745 $245K
Parvin Asset Management, LLC 0.20% Add +51.3% 3,744 $245K
Nilsine Partners, LLC 0.02% Add +8.0% 3,733 $244K
Valley National Advisers Inc. 0.03% Reduce -0.6% 3,716 $243K
First Citizens Bank & Trust Co. 0.01% New 3,701 $242K
Toronto Dominion Bank 0.00% Reduce -4.5% 3,705 $242K
Keel Point, LLC 0.01% Reduce -2.2% 3,696 $242K
SeaCrest Wealth Management, LLC 0.02% Reduce -1.6% 3,860 $242K
Indivisible Partners 0.03% — 3,691 $241K
MBL Wealth, LLC 0.02% New 3,679 $241K
Pure Financial Advisors, LLC 0.00% New 3,613 $236K
SYM FINANCIAL Corp 0.02% New 3,606 $236K
Cannell & Spears LLC 0.00% No change 3,602 $236K
Essex Bank 0.05% Add +1.4% 3,600 $235K
Carret Asset Management, LLC 0.02% No change 3,592 $235K
Forvis Mazars Wealth Advisors, LLC 0.00% Add +3.7% 3,568 $233K
Live Oak Private Wealth LLC 0.03% No change 3,558 $233K
Birch Hill Investment Advisors LLC 0.01% No change 3,554 $232K
Capital Analysts, LLC 0.01% Add +4.5% 3,530 $231K
Whetstone Capital Advisors, LLC 0.07% Add +4.7% 3,508 $229K
Bridgelight Financial Advisors, Inc. 0.19% — 3,495 $229K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -7.0% 3,483 $228K
Cypress Wealth Services, LLC 0.03% No change 3,480 $228K
NerdWallet Wealth Partners, LLC 0.10% No change 3,466 $227K
S.A. Mason LLC 0.09% No change 3,448 $225K
Fiduciary Group, LLC 0.02% Reduce -3.1% 3,440 $225K
Van Diest Capital, LLC 0.34% — 3,433 $225K
Wellington Shields & Co., LLC 0.06% Add +0.9% 3,418 $224K
Carr Financial Group Corp 0.06% Reduce -1.3% 3,372 $221K
State of Wyoming 0.02% New 3,368 $220K
Paragon Private Wealth Management, LLC 0.07% Add +9.9% 3,338 $218K
Embree Financial Group 0.03% Reduce -0.2% 3,337 $218K
Xponance LLC 0.00% New 3,336 $218K
Azimuth Capital Investment Management LLC 0.01% No change 3,319 $217K
BCS Wealth Management 0.02% New 3,304 $216K
Tradewinds, LLC. 0.05% Add +4.0% 3,293 $215K
Sittner & Nelson, LLC 0.08% Reduce -7.0% 2,964 $214K
Profund Advisors LLC 0.01% New 3,250 $213K
Western Wealth Management, LLC 0.01% Add +1.3% 3,238 $212K
SkyView Investment Advisors, LLC 0.03% New 3,210 $210K
Jmac Enterprises LLC 0.04% New 3,211 $210K
Ranch Capital Advisors Inc. 0.08% No change 3,172 $207K
Centurion Wealth Management LLC 0.05% Reduce -15.6% 3,171 $207K
GWN Securities Inc. 0.04% Add +2.8% 3,166 $207K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -1.0% 3,158 $207K
Sovran Advisors, LLC 0.02% Reduce -3.5% 3,200 $205K
San Luis Wealth Advisors LLC 0.03% Add +2.5% 3,141 $205K
Childress Capital Advisors, LLC 0.03% Reduce -7.2% 3,125 $204K
Boston Family Office LLC 0.01% No change 3,120 $204K
Verity & Verity, LLC 0.02% Reduce -1.5% 3,111 $203K
Bridgefront Capital, LLC 0.05% Reduce -30.1% 3,108 $203K
Foster Group, Inc. 0.01% Reduce -8.9% 3,106 $203K
Canopy Partners, LLC 0.07% Reduce -1.4% 3,087 $202K
Entropy Technologies, LP 0.01% New 3,075 $201K
Comprehensive Money Management Services LLC 0.14% No change 3,064 $200K
WASHINGTON TRUST Co 0.01% No change 3,063 $200K
Barclays PLC 0.00% Reduce -39.8% 3,025 $198K
Bruce G. Allen Investments, LLC 0.13% Add +12.6% 2,988 $195K
Flagship Harbor Advisors, LLC 0.01% Reduce -9.4% 2,949 $193K
USA Financial Formulas 0.03% Reduce -18.1% 2,885 $189K
Contravisory Investment Management, Inc. 0.04% Reduce -0.3% 2,723 $178K
Cape Investment Advisory, Inc. 0.05% Add +91.1% 2,651 $173K
Meramec Financial Planners, LLC 0.07% — 2,345 $169K
Delta Asset Management LLC 0.01% No change 2,571 $168K
Root Financial Partners, LLC 0.01% Add +25.0% 2,498 $163K
Evelyn Partners Investment Management (Europe) Ltd 0.05% No change 2,488 $163K
Gen-Wealth Partners Inc 0.05% Reduce -1.8% 2,444 $160K
Riverview Trust Co 0.19% No change 2,385 $156K
New York State Common Retirement Fund 0.00% No change 2,385 $156K
Montag A & Associates Inc. 0.01% Reduce -3.1% 2,310 $151K
Rothschild Investment LLC 0.01% No change 2,271 $149K
Westfuller Advisors, LLC 0.06% No change 2,187 $143K
Cary Street Partners Investment Advisory LLC 0.04% Add +1.7% 2,105 $138K
Litman Gregory Wealth Management LLC 0.01% New 2,048 $134K
Ameriflex Group, Inc. 0.07% Add +170.5% 1,995 $130K
Heritage Wealth Advisors 0.00% Reduce -3.0% 1,959 $128K
Chilton Capital Management LLC 0.00% No change 1,957 $128K
St Germain D J Co. Inc. 0.00% Reduce -1.4% 1,946 $127K
Mondrian Investment Partners LTD 0.00% Add +135.3% 1,796 $117K
Strategic Wealth Partners, Ltd. 0.01% Reduce -13.3% 1,782 $117K
Camelot Portfolios, LLC 0.07% New 1,776 $116K
Broadwater Capital Management LLC 0.09% Reduce -52.0% 1,768 $116K
HHM Wealth Advisors, LLC 0.01% No change 1,720 $112K
Hara Capital LLC 0.06% No change 1,672 $109K
Global Trust Asset Management, LLC 0.04% Reduce -7.7% 1,667 $109K
CENTRAL TRUST Co 0.00% Add +4.4% 1,636 $107K
Physician Wealth Advisors, Inc. 0.01% Add +2.2% 1,582 $103K
Westside Investment Management, Inc. 0.02% No change 1,570 $102K
Sunbelt Securities, Inc. 0.01% Reduce -0.4% 1,535 $100K
Golden State Wealth Management, LLC 0.01% Reduce -6.2% 1,526 $100K
Atlas Capital Advisors Inc. 0.01% — 1,446 $95K
Abound Financial, LLC 0.04% New 1,412 $92K
GHP Investment Advisors, Inc. 0.00% Add +6.8% 1,401 $92K
Lloyd Advisory Services, LLC. 0.04% New 1,399 $91K
Dorato Capital Management 0.07% — 1,357 $89K
Washington Trust Advisors, Inc. 0.01% Reduce -0.1% 1,323 $87K
Evermay Wealth Management LLC 0.01% Reduce -0.4% 1,314 $86K
Millstone Evans Group, LLC 0.05% Reduce -0.5% 1,310 $86K
Maseco LLP 0.00% New 1,275 $83K
Pingora Partners LLC 0.05% No change 1,236 $81K
TFC Financial Management, Inc. 0.01% No change 1,194 $78K
Harbor Asset Planning, Inc. 0.06% No change 1,155 $76K
Johnson Financial Group, Inc. 0.00% Reduce -47.8% 1,093 $71K
Harbor Investment Advisory, LLC 0.01% Add +0.8% 1,072 $70K
CoreCap Advisors, LLC 0.00% Add +34.4% 997 $65K
Caldwell Sutter Capital, Inc. 0.03% Add +53.8% 980 $64K
Rossby Financial, LCC 0.02% Reduce -16.3% 965 $63K
Flagship Wealth Advisors, LLC 0.02% No change 964 $63K
First United Bank & Trust 0.02% Reduce -8.6% 954 $62K
Colonial Trust Advisors 0.00% No change 933 $61K
Fairscale Capital, LLC 0.04% No change 925 $60K
Prestige Wealth Management Group LLC 0.01% Add +8.8% 918 $60K
Quaker Wealth Management, LLC 0.02% Add +5.6% 915 $60K
Olistico Wealth, LLC 0.03% New 888 $58K
Thompson Investment Management, Inc. 0.01% Reduce -5.7% 876 $57K
LRI Investments, LLC 0.00% Add +2.4% 875 $57K
Chapman Financial Group, LLC 0.04% Reduce -0.1% 843 $55K
Carolina Wealth Advisors, LLC 0.02% Reduce -0.7% 826 $54K
NFSG Corp 0.01% Add +75.4% 823 $54K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +422.1% 784 $51K
Wellington Grp LLC 0.02% — 752 $49K
JFS Wealth Advisors, LLC 0.00% No change 736 $48K
Evelyn Partners Investment Management Services Ltd 0.01% Reduce -14.2% 735 $48K
Boyd Watterson Asset Management LLC 0.01% Add +26.7% 726 $47K
Mb, Levis & Associates, LLC 0.02% No change 722 $47K
LGT Financial Advisors LLC 0.28% Reduce -30.6% 705 $46K
SHP Wealth Management 0.00% — 705 $46K
MCF Advisors LLC 0.00% Add +511.1% 695 $45K
Oakworth Capital, Inc. 0.00% Add +11.4% 685 $45K
Financial Management Professionals, Inc. 0.00% Reduce -0.6% 674 $44K
Jessup Wealth Management, Inc 0.01% New 669 $44K
Nisa Investment Advisors, LLC 0.00% Add +43.4% 637 $42K
Murphy & Mullick Capital Management Corp 0.03% Add +1.4% 620 $41K
Aventura Private Wealth, LLC 0.01% Reduce -25.3% 612 $40K
Hilton Head Capital Partners, LLC 0.02% — 597 $39K
Bogart Wealth, LLC 0.00% Reduce -0.6% 597 $39K
TD Capital Management LLC 0.00% Reduce -0.5% 594 $39K
True Wealth Design, LLC 0.01% Reduce -5.0% 564 $37K
Financial Perspectives, Inc 0.01% Reduce -0.4% 563 $37K
Wellington-Altus USA Inc. 0.03% — 554 $36K
WPG Advisers, LLC 0.03% Add +233.4% 551 $36K
Truvestments Capital LLC 0.01% New 549 $36K
Financial Avengers, Inc. 0.01% Add +0.2% 537 $35K
High Point Wealth Management, LLC 0.03% — 534 $35K
Godsey & Gibb, Inc. 0.00% No change 533 $35K
Avalon Trust Co 0.00% No change 533 $35K
Salomon & Ludwin, LLC 0.00% Reduce -34.1% 523 $33K
Quattro Advisors LLC 0.03% — 505 $33K
TCTC Holdings, LLC 0.00% No change 494 $32K
Brentview Investment Management LLC 0.01% No change 491 $32K
1620 Investment Advisors, Inc. 0.02% No change 484 $32K
SouthState Bank Corp 0.00% Reduce -92.3% 483 $32K
Roxbury Financial LLC 0.03% Reduce -0.2% 462 $30K
Measured Wealth Private Client Group, LLC 0.01% Reduce -0.2% 462 $30K
City State Bank 0.01% Reduce -0.3% 458 $30K
Reflection Asset Management 0.02% — 625 $30K
Red Tortoise LLC 0.01% No change 455 $30K
Merited Wealth, LLC 0.03% — 444 $29K
VSM Wealth Advisory, LLC 0.01% No change 444 $29K
Global Wealth Strategies & Associates 0.01% New 444 $29K
BOK Financial Private Wealth, Inc. 0.00% No change 444 $29K
Medallion Wealth Advisors, LLC 0.01% Reduce -0.2% 432 $28K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -0.4% 430 $28K
Vermillion Wealth Management, Inc. 0.01% No change 420 $27K
Bard Associates Inc. 0.01% New 413 $27K
Baillie Gifford & Co. 0.00% No change 405 $26K
SOA Wealth Advisors, LLC. 0.00% Reduce -49.6% 386 $25K
Elyxium Wealth, LLC 0.01% New 383 $25K
Towne Trust Company, N.A 0.01% Add +128.8% 372 $24K
Trust Co 0.00% Add +2.7% 365 $24K
Leonteq Securities AG 0.00% New 365 $24K
Core Alternative Capital 0.01% Add +2.1% 363 $24K
Barrett & Company, Inc. 0.01% Reduce -0.1% 355 $23K
Paradigm Asset Management Co. LLC 0.01% Reduce -0.1% 355 $23K
Asset Dedication, LLC 0.00% Reduce -16.1% 355 $23K
Chelsea Counsel Co. 0.01% Reduce -0.4% 354 $23K
JNBA Financial Advisors 0.00% Add +8.5% 346 $23K
Highline Wealth Partners LLC 0.01% Add +1.4% 326 $21K
Citizens National Bank Trust Department 0.00% No change 318 $21K
McIlrath & Eck, LLC 0.00% Reduce -0.3% 317 $21K
Bayforest Capital Ltd 0.01% New 307 $20K
Bell Investment Advisors, Inc 0.00% Add +107.0% 298 $19K
Hartford Financial Management Inc. 0.00% Reduce -0.2% 289 $19K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -0.3% 288 $19K
American Capital Advisory, LLC 0.01% No change 286 $19K
Proathlete Wealth Management LLC 0.01% Add +7.6% 285 $19K
MTM Investment Management, LLC 0.01% Reduce -0.1% 284 $19K
Seneschal Advisors, LLC 0.01% Reduce -0.3% 280 $18K
Clearstead Advisors, LLC 0.00% Add +152.1% 280 $18K
GW&K Investment Management, LLC 0.00% No change 280 $18K
Bayban 0.02% — 274 $18K
Triumph Capital Management 0.00% New 273 $18K
Vision Retirement, LLC 0.00% — 268 $18K
Essential Partners LLC 0.01% Reduce -60.4% 267 $17K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -0.2% 266 $17K
Lodestone Wealth Management LLC 0.01% New 261 $17K
Wolff Wiese Magana LLC 0.01% Reduce -24.1% 259 $17K
Kozak & Associates, Inc. 0.00% Add +0.4% 256 $16K
Loomis Sayles & Co. L P 0.00% Reduce -21.9% 247 $16K
Optima Capital LLC 0.01% New 244 $16K
Cornerstone Planning Group LLC 0.00% Reduce -24.8% 234 $16K
SRH Advisors, LLC 0.00% Reduce -0.5% 236 $15K
West Branch Capital LLC 0.00% Add +12.6% 231 $15K
S&T Bank 0.00% Reduce -0.4% 230 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 229 $15K
Sterling Capital Management LLC 0.00% Add +0.2% 219 $14K
Proffitt & Goodson Inc. 0.00% Reduce -4.6% 217 $14K
Navigoe, LLC 0.01% Reduce -0.2% 220 $14K
Redmont Wealth Advisors LLC 0.02% Reduce -0.4% 208 $14K
Hamrick Investment Counsel, llc 0.01% — 203 $13K
City Holding Co. 0.00% Reduce -0.1% 197 $13K
Strive Financial Group ,LLC 0.01% — 196 $13K
Frazier Financial Advisors, LLC 0.01% Add +18.1% 192 $13K
Albion Financial Group 0.00% Reduce -0.3% 187 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -0.2% 180 $12K
Sunrise Financial Services, LLC 0.01% — 177 $12K
Wealth Preservation Advisors, LLC 0.01% Add +11.3% 177 $12K
Monetary Management Group Inc. 0.00% Reduce -0.4% 177 $12K
Knights of Columbus Asset Advisors LLC 0.00% Reduce -91.5% 177 $12K
Signature Equity Partners, LLC 0.01% — 176 $11K
Entrust Financial LLC 0.01% — 175 $11K
Richard W. Paul & Associates, LLC 0.00% New 174 $11K
Tucker Asset Management LLC 0.00% New 174 $11K
ORG Partners LLC 0.00% Reduce -1.0% 168 $11K
Piscataqua Savings Bank 0.01% Add +44.6% 167 $11K
New England Capital Financial Advisors LLC 0.00% Reduce -1.2% 165 $11K
Concord Wealth Partners 0.00% Reduce -0.4% 162 $11K
CGC Financial Services, LLC 0.00% No change 159 $10K
Legacy Wealth Managment, LLC 0.00% Reduce -0.3% 155 $10K
Adirondack Trust Co. 0.00% No change 151 $10K
General Partner, Inc. 0.01% Reduce -0.3% 148 $10K
Keating Financial Advisory Services, Inc. 0.00% — 142 $9K
McGuire Capital Advisors Inc. 0.01% — 137 $9K
Key Financial Inc 0.00% Reduce -24.4% 137 $9K
Retirement Wealth Solutions LLC 0.01% Add +17.7% 136 $9K
Garton & Associates Financial Advisors LLC 0.01% — 133 $9K
Archer Investment Corp 0.00% Reduce -0.2% 133 $9K
Nemes Rush Group LLC 0.00% New 121 $8K
Private Wealth Asset Management, LLC 0.00% Reduce -26.6% 120 $8K
Cedar Mountain Advisors, LLC 0.00% Reduce -0.6% 113 $7K
Hollencrest Capital Management 0.00% Reduce -0.6% 113 $7K
Union Savings Bank 0.00% — 111 $7K
Glass Jacobson Investment Advisors llc 0.00% Reduce -0.2% 110 $7K
YANKCOM Partnership 0.00% Add +20.3% 109 $7K
Basepoint Wealth LLC 0.00% New 109 $7K
JCIC Asset Management Inc. 0.00% Reduce -99.8% 106 $7K
Abound Wealth Management 0.00% Reduce -65.1% 104 $7K
Tower View Wealth Management LLC 0.00% New 103 $7K
Center for Financial Planning, Inc. 0.00% Reduce -0.4% 100 $7K
Princeton Global Asset Management LLC 0.00% Reduce -0.8% 89 $6K
NorthAvenue LLC 0.00% — 88 $6K
Rialto Wealth Management, LLC 0.00% No change 88 $6K
Financial Consulate, Inc. 0.00% Reduce -10.8% 88 $6K
Pflug Koory, LLC 0.00% Reduce -1.0% 88 $6K
Gables Capital Management Inc. 0.00% Reduce -1.0% 88 $6K
Raffa Wealth Management, LLC 0.00% Reduce -49.1% 88 $6K
MidFirst Bank 0.00% — 88 $6K
IMA Advisory Services, Inc. 0.00% New 87 $6K
Fourth Dimension Wealth, LLC 0.00% Reduce -0.8% 82 $5K
Quest 10 Wealth Builders, Inc. 0.00% Add +12.6% 75 $5K
Nalls Sherbakoff Group, LLC 0.00% Reduce -0.1% 71 $5K
Holos Integrated Wealth LLC 0.00% Reduce -0.4% 69 $4K
NBT Bank, N.A. 0.00% New 65 $4K
Commonwealth Retirement Investments LLC 0.00% New 63 $4K
Crewe Advisors LLC 0.00% Add +32.4% 60 $4K
Bare Financial Services, Inc 0.00% Reduce -63.5% 59 $4K
Dunhill Financial, LLC 0.00% Add +59.9% 54 $4K
Indiana Trust & Investment Management Co 0.00% Reduce -0.6% 53 $3K
Navalign, LLC 0.00% New 52 $3K
SJS Investment Consulting Inc. 0.00% New 51 $3K
Signature Resources Capital Management, LLC 0.00% New 50 $3K
Systematic Alpha Investments, LLC 0.00% No change 131,449 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -63.9% 47 $3K
Western Pacific Wealth Management, LP 0.00% Reduce -0.4% 46 $3K
Creative Financial Designs Inc. 0.00% Reduce -65.3% 46 $3K
Hoey Investments, Inc. 0.00% Reduce -2.6% 45 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -1.0% 44 $3K
Bullseye Investment Management, LLC 0.00% New 44 $3K
Pittenger & Anderson Inc. 0.00% Reduce -1.0% 44 $3K
New Millennium Group LLC 0.00% Reduce -0.2% 39 $3K
Laurel Wealth Advisors LLC 0.00% New 39 $3K
Atwood & Palmer Inc. 0.00% Reduce -0.8% 37 $2K
Paladin Partners, LLC 0.00% — 32 $2K
Stephens Consulting, LLC 0.00% New 31 $2K
Motiv8 Investments LLC 0.00% New 26 $2K
Covestor Ltd 0.00% Reduce -3.0% 25 $2K
DecisionPoint Financial, LLC 0.00% New 30 $2K
MPWM Advisory Solutions, LLC 0.00% Reduce -1.1% 29 $2K
Darwin Wealth Management, LLC 0.00% Add +1.7% 28 $2K
Cornerstone Financial Management LLC 0.00% — 27 $2K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -1.0% 22 $1K
Gold Investment Management Ltd. 0.00% Reduce -5.5% 21 $1K
Ares Financial Consulting, LLC 0.00% — 20 $1K
Comprehensive Financial Planning, Inc. 0.00% Reduce -2.1% 20 $1K
West Financial Advisors, LLC 0.00% New 19 $1K
Danske Bank A/S 0.00% New 19 $1K
WealthCollab, LLC 0.00% No change 16 $1K
Plante Moran Financial Advisors, LLC 0.00% Reduce -0.7% 15 $981
Richardson Financial Services Inc. 0.00% Reduce -67.8% 177 $954
Elevated Capital Advisors, LLC 0.00% New 14 $916
Bfsg, LLC 0.00% New 13 $851
Caitlin John, LLC 0.00% Reduce -2.5% 13 $850
Quent Capital, LLC 0.00% Reduce -2.5% 13 $850
Fairman Group, LLC 0.00% Reduce -52.4% 11 $719
Robbins Farley 0.00% Reduce -10.0% 8 $524
Kilter Group LLC 0.00% Reduce -47.0% 8 $524
Turning Point Benefit Group, Inc. 0.00% Reduce -10.0% 8 $523
Strategic Advocates LLC 0.00% Reduce -3.5% 6 $394
Godfrey Financial Associates, Inc. 0.00% — 5 $327
Toth Financial Advisory Corp. 0.00% New 2 $131
Walleye Capital LLC 0.00% Reduce -99.8% 1 $65

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