Unilever PLC-Sponsored ADRUL

13F holders, Q1 2026 (March 31)
1,155holders +32
135new positions
105sold out
12famous investors
$57.01avg. 13F price*

At the end of Q1 2026, 1,155 institutions reported holding Unilever PLC-Sponsored ADR (UL) in their 13F filings, up 32 from Q4 2025. 135 opened new positions and 105 sold out. The largest holders were Wellington Management Group LLP ($2.3B), Fisher Asset Management ($1.2B) and GQG Partners LLC ($535.6M). 12 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions135$400.5M
Exits105$106.6M

All 13F filers, Q4 2025 → Q1 2026: 36,466,668 shares bought and 5,697,498 shares sold, net +30,769,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,155 holders

Wellington Management Group LLP 0.43% Add +26.6% 39,930,443 $2.3B
Fisher Asset Management 0.41% Add +2.9% 21,266,788 $1.2B
GQG Partners LLC 0.85% Add +4.2% 9,401,286 $535.6M
Morgan Stanley 0.03% Add +6.9% 9,359,595 $533.2M
Bank of America Corp. 0.03% Add +16.4% 6,661,426 $379.5M
State Farm Mutual Automobile Insurance Co. 0.28% No change 6,122,449 $348.8M
Clearbridge Investments, LLC 0.28% Add +2.0% 5,636,063 $321.1M
FMR LLC 0.02% Add +21.4% 5,563,094 $316.9M
Envestnet Asset Management Inc. 0.07% Add +57.4% 4,519,601 $257.5M
Wells Fargo & Company 0.05% Reduce -4.3% 4,458,780 $254.0M
Dimensional Fund Advisors LP 0.05% Add +0.1% 4,384,941 $249.8M
Goldman Sachs Group Inc. 0.03% Add +8.0% 4,308,789 $245.5M
Raymond James Financial Inc. 0.07% Add +15.3% 4,171,926 $237.7M
T. Rowe Price Associates Inc. 0.03% Add +23.6% 3,791,862 $216.0M
Barrow Hanley Mewhinney & Strauss LLC 0.68% Reduce -10.9% 3,659,488 $208.5M
Royal Bank of Canada 0.04% Add +13.6% 3,403,807 $193.9M
JPMorgan Chase & Co. 0.01% Add +26.6% 3,153,230 $189.1M
Lazard Asset Management LLC 0.26% Add +674.2% 2,794,600 $159.2M
Thrivent Financial for Lutherans 0.29% Add +1.5% 2,648,148 $150.9M
Cullen Capital Management, LLC 1.55% Add +21.1% 2,647,695 $150.8M
Hotchkis & Wiley Capital Management LLC 0.46% Reduce -3.9% 2,617,390 $149.1M
Hamlin Capital Management, LLC 3.36% Add +5.0% 2,440,645 $139.0M
American Century Companies Inc. 0.07% Reduce -1.4% 2,439,946 $139.0M
BlackRock, Inc. 0.00% Add +0.6% 2,321,399 $132.3M
Fiduciary Management Inc. 1.62% Reduce -10.7% 2,294,923 $130.7M
Northern Trust Corp. 0.02% Reduce -0.0% 2,095,206 $119.4M
Equity Investment Corp. 2.18% Add +5.8% 1,950,151 $111.1M
Saratoga Research & Investment Management 6.06% Add +1.1% 1,873,359 $106.7M
Federated Hermes, Inc. 0.17% Add +29.9% 1,840,334 $104.8M
LPL Financial LLC 0.02% Add +22.1% 1,632,782 $93.0M
Munich Reinsurance Co Stock Corp in Munich 2.18% Add +25.9% 1,554,524 $88.6M
Captrust Financial Advisors 0.15% Add +31.2% 1,536,274 $87.5M
Everett Harris & Co. 1.04% Reduce -0.9% 1,407,521 $80.2M
Allspring Global Investments Holdings, LLC 0.13% Reduce -10.6% 1,412,236 $79.2M
Natixis Advisors, LLC 0.11% Add +27.1% 1,378,988 $78.6M
Connor, Clark & Lunn Investment Management Ltd. 0.18% Add +452.9% 1,373,912 $78.3M
Jones Financial Companies LLLP 0.03% Add +1632.8% 1,195,386 $71.0M
Renaissance Technologies 0.10% New 1,177,936 $67.1M
Qube Research & Technologies Ltd 0.09% New 1,072,089 $61.1M
Brown Advisory Inc. 0.09% Add +0.1% 979,488 $55.8M
Ameriprise Financial Inc. 0.01% Reduce -3.5% 977,288 $55.7M
UBS Group AG 0.01% Reduce -7.0% 921,720 $52.5M
Truist Financial Corp. 0.07% Add +1.6% 900,153 $51.3M
Bank of New York Mellon Corp 0.01% Add +7.1% 843,228 $48.0M
Aristotle Capital Management, LLC 0.10% New 819,436 $46.7M
Stifel Financial Corp. 0.04% Add +16.3% 806,055 $45.9M
First Eagle Investment Management, LLC 0.08% Add +19.0% 805,940 $45.9M
Saturna Capital Corp. 0.64% Add +38.0% 794,310 $45.3M
Jennison Associates LLC 0.03% Reduce -50.0% 760,163 $43.3M
First Trust Advisors LP 0.03% Add +1.1% 728,489 $41.5M
1832 Asset Management L.P. 0.05% Add +4.2% 722,824 $41.2M
Janney Montgomery Scott LLC 0.10% Add +27.1% 721,300 $41.1M
Cooke & Bieler LP 0.46% Add +24.6% 716,276 $40.8M
Advisors Capital Management, LLC 0.44% Add +6.1% 651,915 $37.1M
Capital Fund Management S.A. 0.33% Add +456.4% 649,963 $37.0M
Cerity Partners LLC 0.05% Add +3.3% 646,629 $36.8M
Capital Advisors Inc. 0.58% Add +3.6% 635,401 $36.2M
Oppenheimer Asset Management Inc. 0.40% Add +12.1% 622,231 $35.4M
United Capital Financial Advisors, LLC 0.22% Add +10.8% 617,579 $35.2M
Chevy Chase Trust Holdings, LLC 0.10% Add +5.9% 588,719 $33.5M
Federation des caisses Desjardins du Quebec 0.12% Reduce -24.9% 577,035 $32.9M
St. James Investment Company, LLC 5.06% Add +0.3% 567,404 $32.3M
M&T Bank Corp 0.10% Reduce -1.2% 539,247 $30.7M
GMO 0.08% Add +14.4% 537,041 $30.6M
Point72 Asset Management 0.05% New 488,846 $27.8M
Trillium Asset Management, LLC 0.91% Reduce -3.5% 467,584 $27.4M
Millennium Management 0.02% Add +8847.2% 480,019 $27.3M
Tocqueville Asset Management L.P. 0.40% Reduce -1.6% 469,819 $26.8M
River Road Asset Management, LLC 0.29% Reduce -1.4% 446,188 $25.4M
Bank of Montreal 0.01% Add +14.6% 442,342 $25.2M
National Bank of Canada 0.03% Add +1.8% 441,992 $25.2M
Corient Private Wealth LP 0.04% Reduce -36.3% 439,869 $25.1M
HighTower Advisors, LLC 0.03% Add +5.9% 435,630 $24.8M
Sei Investments Co. 0.02% Add +2.2% 432,737 $24.7M
Voloridge Investment Management, LLC 0.10% New 426,531 $24.3M
Cardinal Capital Management, Inc. 0.64% Add +8.5% 415,717 $23.7M
PNC Financial Services Group, Inc. 0.01% Add +0.8% 406,678 $23.2M
Sustainable Growth Advisers, LP 0.22% Reduce -7.8% 405,570 $23.1M
Creative Planning 0.02% Reduce -2.5% 405,108 $23.1M
Assetmark, Inc. 0.05% Add +18.0% 399,144 $22.7M
Quantinno Capital Management LP 0.03% Add +13.3% 360,274 $20.5M
Jane Street Group, LLC 0.02% New 355,119 $20.2M
Cetera Investment Advisers 0.02% Add +8.5% 349,916 $19.9M
Compagnie Lombard Odier SCmA 0.24% Reduce -0.5% 346,666 $19.7M
Mar Vista Investment Partners LLC 1.97% Add +2.5% 344,958 $19.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1007.3% 341,633 $19.5M
Grandfield & Dodd, LLC 1.09% Reduce -0.8% 340,169 $19.4M
Kornitzer Capital Management Inc. 0.41% Reduce -0.3% 332,133 $18.9M
Cheviot Value Management, LLC 1.90% Reduce -0.0% 331,886 $18.9M
Mariner, LLC 0.02% Reduce -7.9% 319,661 $18.2M
Clark Estates Inc. 4.17% Add +90.6% 305,000 $17.4M
Reynders McVeigh Capital Management, LLC 0.87% Add +5.4% 304,046 $17.3M
Charles Schwab Investment Management Inc. 0.00% Add +16.4% 303,034 $17.3M
Commonwealth Equity Services, LLC 0.02% Reduce -0.9% 300,677 $17.1M
Citadel Advisors 0.01% New 296,076 $16.9M
Managed Asset Portfolios, LLC 2.02% Reduce -1.3% 296,017 $16.9M
MML Investors Services, LLC 0.05% Reduce -9.2% 291,190 $16.6M
Capital International Investors 0.00% Add +23.8% 263,396 $15.8M
XTX Topco Ltd 0.26% Add +1536.6% 266,729 $15.2M
AQR Capital Management 0.01% Add +42.6% 255,168 $14.5M
Ingalls & Snyder LLC 0.51% Reduce -0.9% 252,938 $14.4M
Holocene Advisors, LP 0.03% Add +400.0% 250,000 $14.2M
O'shaughnessy Asset Management, LLC 0.07% Add +9.8% 237,564 $13.5M
Cibc World Market Inc. 0.02% Add +4.2% 235,855 $13.4M
Crossmark Global Holdings, Inc. 0.19% New 223,889 $12.8M
Russell Investments Group, Ltd. 0.01% Add +3.5% 220,603 $12.6M
Zevin Asset Management LLC 1.73% Reduce -0.7% 219,009 $12.5M
Y-Intercept (Hong Kong) Ltd 0.24% Add +1545.2% 218,910 $12.5M
Vident Advisory, LLC 0.10% Add +29.0% 214,063 $12.2M
TD Waterhouse Canada Inc. 0.04% Add +310.3% 215,938 $12.1M
QV Investors Inc. 0.98% Reduce -4.9% 211,883 $12.1M
ProVise Management Group, LLC 0.84% Add +4.9% 205,906 $11.7M
Yacktman Asset Management 0.15% Add +2.2% 200,113 $11.4M
M. Kulyk & Associates, LLC 2.06% Add +6.9% 193,973 $11.1M
SCS Capital Management LLC 0.12% Reduce -2.8% 191,828 $11.0M
Focus Partners Wealth 0.01% Add +7.2% 191,789 $10.9M
PEAK6 LLC 0.31% New 190,715 $10.9M
&partners 0.05% Add +14.3% 185,894 $10.6M
Mackenzie Financial Corp. 0.01% New 184,405 $10.5M
Barclays PLC 0.00% Add +5971.1% 183,652 $10.5M
Eldred Rock Partners, LLC 2.66% Add +33.3% 183,151 $10.4M
Wallace Capital Management Inc. 1.19% Reduce -5.0% 181,557 $10.3M
Osaic Holdings, Inc. 0.01% Add +0.3% 180,136 $10.3M
Scotia Capital Inc. 0.04% Reduce -13.3% 178,526 $10.2M
Modera Wealth Management, LLC 0.12% Reduce -4.7% 176,542 $10.1M
GFS Advisors, LLC 0.65% Add +25.1% 149,696 $10.0M
Orion Porfolio Solutions, LLC 0.08% Reduce -2.9% 171,588 $9.8M
Sanctuary Advisors, LLC 0.05% Add +46.7% 170,240 $9.7M
Two Sigma Investments, LP 0.01% Add +175.3% 167,839 $9.6M
Matthew Goff Investment Advisor, LLC 1.57% Reduce -0.3% 165,660 $9.4M
Franklin Resources Inc. 0.00% Reduce -54.2% 163,981 $9.3M
Boston Common Asset Management, LLC 0.60% Reduce -4.1% 163,605 $9.3M
NewEdge Advisors, LLC 0.03% Reduce -2.0% 156,124 $8.9M
Neuberger Berman Group LLC 0.01% Add +1.9% 154,854 $8.8M
D. E. Shaw & Co. 0.01% New 153,595 $8.8M
Keystone Financial Planning, Inc. 2.33% New 152,882 $8.7M
Levin Capital Strategies, L.P. 0.65% Add +0.6% 151,111 $8.6M
American Assets Investment Management, LLC 0.58% No change 151,111 $8.6M
QRG Capital Management, Inc. 0.09% Add +11.8% 146,540 $8.3M
Cresset Asset Management, LLC 0.04% Add +3.5% 144,983 $8.3M
Allworth Financial LP 0.03% Add +2.1% 145,419 $8.3M
Guardian Capital LP 0.22% Add +3.1% 145,046 $8.3M
Cary Street Partners Financial LLC 0.20% Add +8.0% 144,856 $8.3M
Pathstone Holdings, LLC 0.03% Add +4.1% 139,198 $7.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +26.7% 240,395 $7.8M
Northside Capital Management, LLC 0.68% Reduce -5.8% 136,502 $7.8M
US Bancorp \de 0.01% Reduce -0.7% 136,307 $7.8M
One Capital Management, LLC 0.21% Add +7.2% 135,826 $7.7M
Rockland Trust Co. 0.31% New 134,824 $7.7M
Lowe Brockenbrough & Co. Inc. 0.38% Add +1.6% 132,154 $7.5M
Systematic Alpha Investments, LLC 0.26% No change 131,449 $7.5M
Mercer Global Advisors Inc. 0.01% Add +21.3% 130,749 $7.4M
Nicholas Company, Inc. 0.15% Reduce 0.0% 129,768 $7.4M
Citigroup Inc. 0.00% Reduce -1.4% 126,625 $7.2M
Windle Wealth, LLC 3.03% Add +3.8% 125,915 $7.2M
Destination Wealth Management 0.19% Add +2.5% 125,462 $7.1M
Waverly Advisors, LLC 0.05% Add +0.1% 122,544 $7.0M
Moran Wealth Management, LLC 0.21% Add +25.1% 118,560 $6.8M
Kestra Advisory Services, LLC 0.02% Add +3.4% 114,004 $6.5M
Hilton Capital Management, LLC 0.48% Add +2.4% 112,238 $6.4M
Cullen Investment Group, LTD. 0.84% Add +42.8% 111,309 $6.3M
Clean Yield Group 1.77% Reduce -4.5% 110,247 $6.3M
Manning & Napier Advisors LLC 0.09% Reduce -0.1% 102,850 $6.2M
Advocate Group LLC 0.96% Add +1.7% 108,002 $6.2M
Todd Asset Management LLC 0.12% Reduce -0.5% 107,625 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.0% 106,979 $6.1M
Empowered Funds, LLC 0.04% New 106,770 $6.1M
Fiduciary Trust Co 0.07% Add +1.4% 105,396 $6.0M
Martin Capital Partners, LLC 2.23% Add +0.4% 105,391 $6.0M
New England Asset Management Inc. 0.77% Reduce 0.0% 102,783 $5.9M
Alerus Financial NA 0.29% New 102,522 $5.8M
DAVENPORT & Co LLC 0.03% Add +30.4% 102,245 $5.8M
Beacon Pointe Advisors, LLC 0.03% Add +33.8% 101,465 $5.8M
Cwm, LLC 0.02% Reduce -1.6% 101,422 $5.8M
Atria Investments, Inc 0.06% Add +24.4% 99,386 $5.7M
NewSquare Capital LLC 0.49% Reduce -1.0% 99,155 $5.6M
Ethic Inc. 0.09% Add +10.0% 98,895 $5.6M
Auxier Asset Management LLC 0.80% Reduce -0.0% 98,086 $5.6M
Portland Global Advisors LLC 0.59% Reduce -0.1% 97,453 $5.6M
Stablepoint Partners, LLC 0.82% Add +4.9% 97,229 $5.5M
Bleakley Financial Group, LLC 0.09% Add +9.3% 97,216 $5.5M
WCG Wealth Advisors LLC 0.15% Add +3.1% 96,368 $5.5M
NorthCrest Asset Manangement, LLC 0.17% Reduce -26.8% 98,890 $5.5M
DJE Kapital AG 0.12% New 102,506 $5.5M
Northstar Asset Management Inc. 1.67% Reduce -45.6% 95,426 $5.4M
Zions Bancorporation, National Association 0.35% Add +2.8% 95,416 $5.4M
Farther Finance Advisors, LLC 0.05% Add +8.0% 94,737 $5.3M
Hennessy Advisors Inc. 0.19% Add +13.9% 92,744 $5.3M
Coston, McIsaac & Partners 1.19% Reduce -0.1% 92,174 $5.3M
Holowesko Partners Ltd. 1.47% New 92,100 $5.2M
Rockefeller Capital Management L.P. 0.01% Add +16.9% 91,771 $5.2M
Hamilton Point Investment Advisors, LLC 0.80% Reduce -0.7% 90,755 $5.2M
Sanders Capital, LLC 0.01% Reduce -6.9% 91,535 $5.2M
Shufro Rose & Co. LLC 0.36% Add +0.2% 91,523 $5.2M
Liberty One Investment Management, LLC 0.53% Add +28.8% 90,571 $5.2M
Steward Partners Investment Advisory, LLC 0.03% Add +9.0% 90,453 $5.2M
Evelyn Partners Asset Management Ltd 1.26% Add +1.4% 90,070 $5.1M
Pinkerton Wealth, LLC 0.47% Reduce -1.2% 78,176 $5.1M
Marshall Wace, LLP 0.01% Add +485.4% 88,895 $5.1M
Guyasuta Investment Advisors Inc. 0.29% Reduce -1.7% 88,836 $5.1M
Allen Capital Group, LLC 0.45% Add +8.9% 87,709 $5.0M
World Investment Advisors 0.08% Add +7.1% 87,463 $5.0M
Lorne Steinberg Wealth Management Inc. 1.17% Reduce -0.0% 86,595 $4.9M
Tevis Investment Management 2.80% Reduce -12.9% 85,405 $4.9M
Butensky & Cohen Financial Security, Inc. 1.26% Add +2.2% 84,002 $4.8M
XML Financial, LLC 0.38% Reduce -6.6% 83,670 $4.8M
Kavar Capital Partners Group, LLC 0.59% Reduce -3.3% 83,013 $4.7M
Benjamin Edwards Inc. 0.05% Add +43.2% 82,782 $4.7M
Atlantic Union Bankshares Corp 0.09% Add +24.2% 81,108 $4.6M
Aquatic Capital Management LLC 0.13% New 80,307 $4.6M
True Freedom Investing, LLC 0.35% Add +11.4% 79,609 $4.5M
Azzad Asset Management Inc. 0.45% Add +62.8% 78,662 $4.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -10.8% 77,300 $4.4M
Snowden Capital Advisors LLC 0.12% Reduce -43.5% 75,798 $4.4M
Gradient Investments LLC 0.07% New 76,404 $4.4M
Tudor Investment Corporation 0.02% New 74,418 $4.2M
Patriot Financial Group Insurance Agency, LLC 0.24% Add +113.0% 74,266 $4.2M
Royce & Associates LP 0.04% Add +26.1% 74,000 $4.2M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -12.8% 72,659 $4.1M
Evergreen Capital Management LLC 0.09% Reduce -13.6% 71,005 $4.1M
Keybank National Association 0.01% Add +23.4% 71,450 $4.1M
Euro Pacific Asset Management, LLC 0.40% Reduce -0.3% 66,552 $4.0M
Becker Capital Management Inc. 0.12% Add +0.2% 68,778 $4.0M
Gilman Hill Asset Management, LLC 0.59% Add +4.7% 69,055 $3.9M
Third View Private Wealth, LLC 0.54% Add +5.7% 68,750 $3.9M
Baker Chad R 0.74% Add +43.6% 68,437 $3.9M
Eastern Bank 0.07% New 67,719 $3.9M
Motco 0.35% Reduce -1.3% 66,459 $3.8M
Headinvest, LLC 0.77% Reduce -3.5% 66,067 $3.8M
Timber Creek Capital Management LLC 0.91% Add +2.0% 65,961 $3.8M
Capital Investment Counsel, LLC 0.51% Add +1.6% 65,903 $3.8M
Exencial Wealth Advisors, LLC 0.12% Add +6.3% 65,336 $3.7M
Slocum, Gordon & Co LLP 2.52% Reduce -0.8% 64,942 $3.7M
Susquehanna International Group, LLP 0.00% Add +116.6% 64,199 $3.7M
Aperture Investors, LLC 0.44% Add +146.3% 61,691 $3.5M
Concurrent Investment Advisors, LLC 0.04% Reduce -30.5% 61,024 $3.5M
Heartland Advisors Inc. 0.18% Add +1.9% 60,941 $3.5M
IFP Advisors, Inc 0.07% Reduce -45.8% 60,912 $3.5M
Quadrant Capital Group LLC 0.10% Reduce -0.3% 60,726 $3.5M
NewEdge Wealth, LLC 0.04% Add +2.2% 60,384 $3.4M
BTC Capital Management, Inc. 0.23% Add +24.8% 60,284 $3.4M
Advisory Services Network, LLC 0.05% Add +36.3% 59,971 $3.4M
TD Private Client Wealth LLC 0.07% Add +67.4% 59,564 $3.4M
Private Advisor Group, LLC 0.02% Reduce -1.1% 58,083 $3.3M
Rhumbline Advisers 0.00% Add +5.7% 57,902 $3.3M
Acumen Wealth Advisors, LLC 0.88% Reduce -9.3% 56,863 $3.3M
Dynamic Advisor Solutions LLC 0.10% Reduce -0.0% 57,482 $3.3M
Davis-Rea LTD. 0.85% Add +17.3% 57,339 $3.3M
Mgo One Seven LLC 0.07% Add +1.3% 57,170 $3.3M
Smithbridge Asset Management Inc. 0.48% Reduce -50.2% 56,703 $3.2M
Mutual Advisors, LLC 0.07% Add +6.5% 56,203 $3.2M
Founders Financial Securities LLC 0.18% Add +0.4% 54,760 $3.2M
Beacon Financial Group 0.31% Add +2.4% 55,188 $3.1M
Choreo, LLC 0.04% Add +15.4% 53,884 $3.1M
CIBC Bancorp USA Inc. 0.00% — 54,155 $3.1M
Stephens Inc. 0.04% Add +2.4% 53,861 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.4% 53,307 $3.0M
Hall Laurie J Trustee 1.06% Add +3.4% 52,947 $3.0M
Argent Trust Co 0.10% Add +2.6% 52,880 $3.0M
apricus wealth, LLC 1.45% Reduce -0.2% 52,201 $3.0M
Victory Capital Management Inc. 0.00% New 52,106 $3.0M
Tweedy, Browne Co LLC 0.23% Reduce -6.7% 51,693 $2.9M
Gabelli Funds LLC 0.02% Reduce -6.4% 51,577 $2.9M
Park Avenue Securities LLC 0.02% Add +9.5% 51,518 $2.9M
Old Port Advisors 0.68% Add +3.0% 51,391 $2.9M
Callan Family Office, LLC 0.07% Reduce -6.7% 50,480 $2.9M
JPL Wealth Management, LLC 0.65% Reduce -0.9% 49,911 $2.8M
Foresight Capital Management Advisors, Inc. 1.58% Add +2.5% 49,772 $2.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.4% 49,662 $2.8M
Anchor Capital Advisors LLC 0.08% Add +2.2% 49,559 $2.8M
Grey Ledge Advisors, LLC 0.63% No change 49,348 $2.8M
HB Wealth Management, LLC 0.02% Reduce -6.0% 49,317 $2.8M
Laird Norton Wetherby Trust Company, LLC 0.06% Reduce -16.6% 48,499 $2.8M
Beacon Bank & Trust 0.56% Reduce -8.7% 48,240 $2.7M
Verdence Capital Advisors LLC 0.16% Add +9.6% 48,093 $2.7M
Strategic Advisors LLC 0.45% Reduce -0.0% 47,594 $2.7M
Courier Capital LLC 0.15% Reduce -2.3% 46,913 $2.7M
Principal Securities, Inc. 0.04% Add +13.0% 46,551 $2.7M
Naviter Wealth, LLC 0.33% Add +5.0% 45,908 $2.6M
Naples Global Advisors, LLC 0.19% Reduce -0.1% 45,057 $2.6M
CIBC Asset Management Inc 0.01% Add +82.0% 45,439 $2.6M
Guardian Partners Inc. 0.21% Reduce -2.5% 44,618 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +22.1% 44,177 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -4.6% 42,691 $2.5M
Benedict Financial Advisors Inc. 0.51% Reduce -1.5% 43,385 $2.5M
Redmond Asset Management, LLC 0.67% Reduce -3.9% 43,238 $2.5M
Pathway Financial Advisers, LLC 0.70% Add +9.7% 43,090 $2.5M
D.A. Davidson & Co. 0.01% Add +9.2% 42,687 $2.4M
Ieq Capital, LLC 0.01% Reduce -16.4% 42,463 $2.4M
Wilmington Savings Fund Society, FSB 0.06% Reduce -21.6% 42,396 $2.4M
TrueMark Investments, LLC 0.47% Add +53.2% 42,108 $2.4M
Opal Capital LLC 0.42% Add +53.0% 42,108 $2.4M
Merit Financial Group, LLC 0.02% Reduce -0.2% 41,798 $2.4M
Portside Wealth Group, LLC 0.32% Reduce -1.5% 41,737 $2.4M
Signaturefd, LLC 0.04% Reduce -1.3% 41,562 $2.4M
Caprock Group, LLC 0.06% Add +1.8% 40,764 $2.3M
Parr McKnight Wealth Management Group, LLC 0.31% Add +5.8% 40,983 $2.3M
Haverford Trust Co 0.02% Reduce -3.7% 40,838 $2.3M
Elevation Point Wealth Partners, LLC 0.06% Add +219.5% 40,705 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -26.0% 40,791 $2.3M
Pavion Blue Capital, LLC 0.98% Reduce -0.1% 39,654 $2.3M
Royal Palms Capital LLC 2.22% Reduce -4.8% 39,359 $2.2M
Financial Gravity Asset Management, Inc. 0.40% Add +2.1% 39,298 $2.2M
Diversify Wealth Management, LLC 0.04% Add +77.6% 39,116 $2.2M
Klein Pavlis & Peasley Financial, Inc. 1.22% Add +12.4% 38,836 $2.2M
Columbus Macro, LLC 0.23% Add +2.3% 38,566 $2.2M
Carolina Wealth Advisors, LLC 0.91% Add +4522.1% 38,179 $2.2M
Vise Technologies, Inc. 0.04% No change 33,196 $2.2M
MAI Capital Management 0.01% Add +4.4% 38,041 $2.2M
Regatta Capital Group, LLC 0.33% Add +5.5% 37,952 $2.2M
Cardinal Capital Management 0.28% Add +1.1% 37,585 $2.2M
Natural Investments, LLC 0.53% Add +4.7% 37,871 $2.2M
Pinnacle Financial Partners, Inc. 0.02% Add +18.0% 37,757 $2.2M
Diversified Management Inc. 0.37% Add +482.3% 37,479 $2.1M
Pinnacle Associates Ltd. 0.03% Add +13.6% 37,235 $2.1M
Moors & Cabot, Inc. 0.09% Reduce -12.4% 37,121 $2.1M
Summit Trail Advisors, LLC 0.03% Add +265.8% 36,980 $2.1M
FSB Premier Wealth Management, Inc. 0.65% Add +9.2% 36,476 $2.1M
Kanawha Capital Management LLC 0.15% Reduce -7.8% 36,414 $2.1M
Kennon-Green & Company, LLC 1.70% Reduce -6.0% 36,340 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -48.3% 36,238 $2.1M
HF Advisory Group, LLC 0.69% Add +14.6% 35,800 $2.0M
Arvest Bank Trust Division 0.11% Add +1.2% 35,793 $2.0M
Catalyst Capital Advisors LLC 0.04% No change 35,567 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -1.3% 35,374 $2.0M
SkyOak Wealth, LLC 0.37% Reduce -2.2% 35,022 $2.0M
Anchor Investment Management, LLC 0.16% Reduce -4.0% 34,418 $2.0M
Deutsche Bank AG 0.00% Reduce -23.6% 34,381 $2.0M
44 Wealth Management LLC 0.68% Reduce -1.8% 34,282 $2.0M
Fulton Bank, N.A. 0.07% Add +43.8% 34,241 $2.0M
Norden Group LLC 0.19% Reduce -5.9% 34,014 $1.9M
Lido Advisors, LLC 0.01% Add +54.0% 33,556 $1.9M
Dakota Wealth Management 0.04% Reduce -4.7% 33,417 $1.9M
Aviso Financial Inc. 0.07% Add +5.8% 32,849 $1.9M
Ritholtz Wealth Management 0.03% Reduce -28.3% 32,713 $1.9M
Oppenheimer & Co. Inc. 0.02% Reduce -8.0% 32,660 $1.9M
Callahan Advisors, LLC 0.16% No change 32,651 $1.9M
State Street Corp. 0.00% No change 32,014 $1.8M
Auxano Advisors, LLC 0.36% Add +10.1% 31,762 $1.8M
Arkadios Wealth Advisors 0.03% Add +135.1% 31,179 $1.8M
Three Bridge Wealth Advisors, LLC 0.49% Reduce -6.6% 30,837 $1.8M
Silvercrest Asset Management Group LLC 0.01% Add +30.8% 30,936 $1.8M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -0.5% 30,696 $1.7M
Regions Financial Corp. 0.01% New 30,607 $1.7M
Lineweaver Wealth Advisors, LLC 0.23% Add +8.4% 30,544 $1.7M
Parsons Capital Management Inc. 0.08% Add +360.0% 29,744 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +8.8% 29,699 $1.7M
Peapack Gladstone Financial Corp. 0.02% Reduce -1.8% 29,655 $1.7M
Optimist Retirement Group LLC 0.74% Reduce -11.4% 29,325 $1.7M
Westhampton Capital, LLC 0.78% Reduce -0.3% 29,136 $1.7M
Altman Advisors, Inc. 0.69% Reduce -0.0% 29,095 $1.7M
Earnest Partners LLC 0.01% Add +12.0% 28,800 $1.6M
Wealth Alliance, LLC 0.16% Add +33.0% 28,584 $1.6M
Ancora Advisors LLC 0.03% Add +2.8% 28,458 $1.6M
Guardian Wealth Management, Inc. 0.88% Add +5.5% 28,318 $1.6M
Gibbs Wealth Management 0.21% Add +50.6% 28,262 $1.6M
Lester Murray Antman dba SimplyRich 0.41% New 28,072 $1.6M
Quadcap Wealth Management, LLC 0.18% Add +0.6% 28,055 $1.6M
Voya Financial Advisors, Inc. 0.16% Add +0.3% 26,770 $1.6M
Drexel Morgan & Co. 0.23% No change 27,881 $1.6M
Townsend & Associates, Inc 0.14% Add +1.8% 27,488 $1.6M
ICW Investment Advisors LLC 0.57% Add +3.5% 27,625 $1.6M
IMC-Chicago, LLC 0.02% New 27,378 $1.6M
Intrust Bank NA 0.13% Add +7.6% 27,048 $1.5M
Compound Planning, Inc. 0.05% Reduce -17.0% 26,976 $1.5M
RBF Capital, LLC 0.07% No change 26,666 $1.5M
Raleigh Capital Management Inc. 0.52% Add +69.9% 26,199 $1.5M
Dynamic Technology Lab Private Ltd 0.24% New 26,051 $1.5M
Aptus Capital Advisors, LLC 0.01% Reduce -4.3% 26,047 $1.5M
First Bank & Trust 0.24% Add +37.8% 25,985 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.7% 25,687 $1.5M
Spirepoint Private Client, LLC 0.14% Reduce -1.6% 25,191 $1.4M
Apollon Wealth Management, LLC 0.02% Add +4.9% 24,979 $1.4M
Pullen Investment Management, LLC 0.71% Reduce -0.6% 24,899 $1.4M
Arvest Investments, Inc. 0.19% Reduce -2.1% 24,715 $1.4M
Americana Partners, LLC 0.04% Reduce -4.5% 24,606 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -28.3% 24,393 $1.4M
Aaron Wealth Advisors LLC 0.08% Add +22.3% 24,385 $1.4M
KCM Investment Advisors LLC 0.05% No change 24,344 $1.4M
Pacifica Partners Inc. 0.45% New 23,982 $1.4M
Transcend Capital Advisors, LLC 0.11% Add +58.3% 23,953 $1.4M
Abundance Wealth Counselors 0.20% Reduce -2.3% 23,920 $1.4M
Commerce Bank 0.01% Add +18.1% 23,897 $1.4M
Capstone Financial Advisors, Inc. 0.07% No change 23,640 $1.3M
Huntington National Bank 0.01% Add +51.9% 23,490 $1.3M
Harbour Investments, Inc. 0.02% Add +7.2% 22,368 $1.3M
Parallel Advisors, LLC 0.02% Reduce -1.9% 22,199 $1.3M
PCM Encore, LLC 0.26% Add +2.8% 22,153 $1.3M
Marks Group Wealth Management, Inc 0.12% Reduce -7.3% 22,135 $1.3M
Value Partners Investments Inc. 0.10% Add +10.3% 21,960 $1.3M
LOM Asset Management Ltd 0.36% Add +3.2% 21,686 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Add +32.1% 21,586 $1.2M
Delta Capital Management LLC 0.68% No change 21,467 $1.2M
Hurley Capital, LLC 0.65% Reduce -1.4% 21,274 $1.2M
Ativo Capital Management LLC 1.05% Add +0.0% 21,201 $1.2M
Smartleaf Asset Management LLC 0.04% Add +21.2% 19,734 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -14.2% 20,555 $1.2M
Keystone Financial Group 0.08% Add +3.9% 20,434 $1.2M
Advisors Asset Management, Inc. 0.02% Reduce -11.0% 20,099 $1.1M
DV Trading LLC 0.10% Add +402.7% 19,916 $1.1M
Parrish Capital LLC 1.01% Add +6.4% 19,903 $1.1M
First Affirmative Financial Network 0.44% — 19,862 $1.1M
Aviance Capital Partners, LLC 0.13% Reduce -6.3% 19,684 $1.1M
Narwhal Capital Management 0.08% Reduce -0.1% 19,650 $1.1M
Tectonic Advisors LLC 0.06% Add +0.3% 19,609 $1.1M
SG Americas Securities, LLC 0.00% Reduce -41.0% 19,554 $1.1M
Aua Capital Management, LLC 0.57% No change 19,539 $1.1M
Crux Wealth Advisors 0.43% Add +1.7% 19,424 $1.1M
Vontobel Holding Ltd. 0.00% New 19,216 $1.1M
Raelipskie Partnership 0.46% Reduce -13.3% 19,018 $1.1M
Kimelman & Baird, LLC 0.09% No change 18,796 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +67.6% 18,619 $1.1M
Ballentine Partners, LLC 0.01% Reduce -0.9% 18,596 $1.1M
Yousif Capital Management, LLC 0.01% No change 18,412 $1.0M
Capital Financial Group Inc\co\ 0.57% Add +1.6% 18,369 $1.0M
Permanent Capital Management, LP 0.16% Add +0.1% 17,647 $1.0M
SBI Securities Co., Ltd. 0.03% Add +3.3% 18,252 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +2.8% 18,215 $1.0M
Thompson Siegel & Walmsley LLC 0.02% Add +2.1% 18,034 $1.0M
Radnor Capital Management, LLC 0.15% Reduce -0.5% 17,905 $1.0M
Berkeley Capital Partners, LLC 0.24% Add +23.0% 17,864 $1.0M
Sivia Capital Partners, LLC 0.20% Add +11.4% 17,852 $1.0M
GeoWealth Management, LLC 0.04% Reduce -0.8% 17,844 $1.0M
Midwest Trust Co 0.01% Reduce -4.3% 17,831 $1.0M
Hennion & Walsh Asset Management, Inc. 0.03% Add +21.9% 17,755 $1.0M
Great Lakes Retirement, Inc. 0.10% Add +10.5% 17,485 $1.0M
Savant Capital, LLC 0.00% Reduce -21.1% 17,604 $1.0M
Leith Wheeler Investment Counsel Ltd. 0.08% Add +73.0% 17,587 $1.0M
Roehl & Yi Investment Advisors, LLC 0.38% Add +1.0% 17,557 $1.0M
Inlet Private Wealth, LLC 0.25% No change 17,507 $997K
Mitchell & Pahl Private Wealth, LLC 0.40% Add +2.3% 17,485 $996K
Columbia Asset Management 0.19% Add +3.0% 17,449 $994K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -0.5% 17,414 $992K
Baker Tilly Wealth Management, LLC 0.24% Add +1.9% 17,412 $992K
Rodgers Brothers Inc. 0.11% Reduce -2.0% 17,385 $990K
Choate Investment Advisors 0.02% Reduce -0.6% 17,154 $977K
Smart Money Group LLC 0.28% Add +12.3% 17,074 $973K
CMH Wealth Management LLC 0.17% New 16,888 $971K
Jeppson Wealth Management, LLC 0.30% Reduce -1.5% 17,038 $971K
Bank of Nova Scotia Trust Co. 0.08% Add +7.5% 16,792 $957K
GoalVest Advisory LLC 0.19% Reduce -11.2% 16,719 $952K
HM Payson & Co. 0.01% Add +2.3% 16,695 $951K
Chesapeake Asset Management LLC 0.76% No change 16,658 $949K
Unique Wealth Strategies, LLC 0.39% Add +2.8% 16,567 $944K
Strategic Global Advisors, LLC 0.15% Add +25.4% 16,514 $941K
Legacy Capital Wealth Partners, LLC 0.19% Add +0.9% 16,486 $939K
Kestra Private Wealth Services, LLC 0.01% Reduce -42.3% 16,354 $932K
Tidal Investments LLC 0.00% Add +31.9% 16,176 $922K
Integrated Wealth Concepts LLC 0.01% Add +144.9% 16,157 $920K
Northstar Group, Inc. 0.13% No change 16,099 $917K
Meriwether Wealth & Planning, LLC 0.50% Add +0.6% 15,984 $911K
Keystone Financial Services 0.27% Add +9.1% 15,948 $909K
Qtron Investments LLC 0.12% Reduce -0.1% 15,734 $896K
Ellevest, Inc. 0.12% Add +32.2% 15,725 $896K
Oxbow Advisors, LLC 0.08% Reduce -86.6% 15,716 $895K
Checchi Capital Advisers, LLC 0.06% Add +0.3% 15,700 $894K
Ausdal Financial Partners, Inc. 0.04% Add +31.7% 15,661 $892K
Applied Finance Capital Management, LLC 0.07% Add +14.7% 15,558 $886K
Confluence Investment Management LLC 0.01% Add +7.8% 15,411 $878K
AE Wealth Management LLC 0.00% Add +32.5% 15,384 $876K
Bollard Group LLC 0.03% Reduce -2.2% 15,314 $872K
Joel Isaacson & Co., LLC 0.03% No change 15,244 $868K
Waldron Private Wealth LLC 0.03% Reduce -4.0% 15,147 $863K
SevenBridge Financial Group, LLC 0.13% Reduce -4.2% 14,980 $860K
GAMMA Investing LLC 0.04% Reduce -1.9% 15,076 $859K
Allen Wealth Management, LLC 0.43% Reduce -3.1% 15,055 $858K
EP Wealth Advisors, LLC 0.00% Add +1.2% 15,043 $857K
Limestone Investment Advisors LP 0.42% New 15,000 $855K
Weatherly Asset Management L. P. 0.07% Reduce -2.2% 14,841 $853K
Invesco Ltd. 0.00% Add +3.8% 14,947 $852K
Ascentis Independent Advisors 0.06% Add +25.8% 14,932 $851K
Guggenheim Capital LLC 0.01% Add +1.2% 14,907 $849K
Twin City Private Wealth, LLC 0.64% Add +0.9% 14,725 $847K
Future Fund LLC 0.30% Add +0.7% 14,809 $844K
Squarepoint Ops LLC 0.00% Reduce -58.0% 14,620 $833K
Lane Brothers & Co. Inc. 0.61% Reduce -0.0% 14,611 $832K
Wynn Capital, LLC 0.43% Reduce -2.0% 14,557 $829K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -28.0% 14,413 $821K
Syon Capital LLC 0.04% Reduce -25.2% 14,365 $818K
Essex Financial Services, Inc. 0.05% Reduce -0.3% 14,217 $810K
Salvus Wealth Management, LLC 0.47% Reduce -5.8% 14,215 $810K
Fourpath Capital Management, LLC 0.12% Add +45.4% 14,200 $809K
Burkett Asset Management Ltd 0.79% Reduce -34.2% 14,121 $804K
Everstar Asset Management, LLC 0.43% Add +164.2% 14,090 $803K
Hartford Funds Management Co LLC 0.07% Add +5.5% 13,923 $793K
Coldstream Capital Management Inc. 0.01% Reduce -27.1% 13,686 $780K
LCM Capital Management Inc 0.39% Add +1.1% 13,672 $779K
Level Four Advisory Services, LLC 0.03% Add +9.8% 13,653 $778K
Leisure Capital Management 0.27% Reduce -4.2% 13,522 $770K
Curbstone Financial Management Corp 0.15% No change 13,508 $770K
Strategic Investment Advisors / MI 0.05% New 13,460 $767K
BNP Paribas Financial Markets 0.00% Reduce -70.3% 13,430 $765K
Manchester Capital Management LLC 0.11% Reduce -0.4% 13,429 $765K
Bailard, Inc. 0.02% Add +13.1% 13,414 $764K
Tred Avon Family Wealth, LLC 0.25% Reduce -1.4% 13,388 $763K
Welch & Forbes LLC 0.01% Reduce -1.0% 13,274 $756K
Rwa Wealth Partners, LLC 0.01% Add +0.2% 13,254 $755K
Greenleaf Trust 0.01% Reduce -2.4% 13,229 $754K
Blue Trust, Inc. 0.01% Add +5.8% 13,094 $746K
Trust Point Inc. 0.06% Add +123.1% 12,957 $738K
EPG Wealth Management LLC 0.20% New 12,878 $734K
Alliancebernstein L.P. 0.00% Add +61.9% 11,152 $729K
Potentia Wealth 0.28% Add +4.2% 12,798 $729K
Insigneo Advisory Services, LLC 0.05% Add +21.2% 12,772 $728K
First Pacific Financial 0.09% Reduce -1.4% 12,663 $721K
Versant Capital Management, Inc 0.07% Add +0.9% 12,402 $707K
Bridges Investment Management Inc. 0.01% Add +45.8% 12,356 $704K
Hancock Whitney Corp. 0.01% Add +133.4% 12,103 $701K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.4% 12,200 $695K
North Star Investment Management Corp. 0.04% Add +0.0% 12,174 $694K
Profund Advisors LLC 0.03% Add +273.1% 12,126 $691K
Sigma Planning Corp 0.02% Reduce -4.2% 12,089 $689K
Evelyn Partners Investment Management LLP 0.02% No change 12,078 $688K
Fox Run Management, L.L.C. 0.12% New 11,449 $687K
Harrell Investment Partners, LLC 0.16% New 12,044 $686K
Raab & Moskowitz Asset Management LLC 0.15% No change 12,044 $686K
Nwam LLC 0.04% New 11,942 $680K
Robertson Stephens Wealth Management, LLC 0.02% Add +108.8% 11,677 $672K
Excalibur Management Corp. 0.24% No change 11,789 $672K
Modern Wealth Management, LLC 0.01% Add +1.9% 11,901 $667K
V-Square Quantitative Management LLC 0.07% Add +25.1% 11,609 $661K
Quantbot Technologies LP 0.03% New 11,544 $658K
Larson Financial Group LLC 0.02% Add +3.0% 11,467 $653K
Israel Discount Bank of New York 1.43% New 11,448 $652K
River Wealth Advisors LLC 0.07% Reduce -8.0% 11,447 $652K
Riverwater Partners LLC 0.22% Reduce -0.3% 11,426 $651K
Northeast Investment Management 0.03% Reduce -1.1% 11,378 $648K
Ceera Investments, LLC 0.28% Reduce -5.1% 11,336 $646K
SPWM Advisors LLC 0.56% Add +15.1% 11,142 $645K
Abel Hall, LLC 0.14% Add +108.3% 11,127 $634K
PFG Investments, LLC 0.03% Reduce -2.3% 11,114 $633K
Equitable Holdings, Inc. 0.00% Add +68.6% 10,174 $627K
Tower Bridge Advisors 0.06% Reduce -20.6% 10,994 $626K
Autumn Glory Partners, LLC 0.23% Reduce -81.2% 10,990 $626K
Van Diest Capital, LLC 0.49% Add +219.1% 10,954 $624K
Regal Investment Advisors LLC 0.04% Add +20.3% 10,841 $618K
Group One Trading LLC 0.02% New 10,788 $615K
Diversified Trust Co. 0.01% Add +0.4% 10,758 $613K
Wealthspire Advisors, LLC 0.00% Reduce -10.6% 10,742 $612K
Sandy Cove Advisors, LLC 0.18% Add +3.3% 10,720 $611K
Anchyra Partners LLC 0.18% Add +7.4% 10,627 $605K
FLC Capital Advisors 0.11% No change 10,548 $601K
Avior Wealth Management, LLC 0.02% Add +70.3% 10,533 $600K
Argonautica Private Wealth Management, Inc. 0.18% Add +10.4% 10,521 $599K
Nia Impact Advisors, LLC 0.26% Reduce -52.1% 10,417 $593K
OneAscent Investment Solutions LLC 0.59% New 10,351 $590K
Thoroughbred Financial Services, LLC 0.04% Reduce -0.8% 10,356 $589K
Peoples Bank 0.59% Reduce -0.8% 10,216 $582K
Navellier & Associates Inc. 0.06% No change 10,215 $582K
Alliance Wealth Advisors, LLC 0.13% Reduce -30.8% 10,204 $581K
WINTON GROUP Ltd 0.02% New 10,200 $581K
Independent Advisor Alliance 0.01% Reduce -9.2% 10,168 $579K
Perigon Wealth Management, LLC 0.01% Add +0.5% 10,089 $575K
SGL Investment Advisors, Inc. 0.22% Reduce -0.1% 10,007 $573K
Mezzasalma Advisors, LLC 0.15% Add +15.1% 10,029 $571K
Venturi Wealth Management, LLC 0.03% Add +43.7% 9,995 $569K
Kingsview Wealth Management, LLC 0.01% Add +28.9% 9,981 $569K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.0% 9,937 $566K
Gsa Capital Partners LLP 0.04% New 9,882 $563K
Mosaic Family Wealth Partners, LLC 0.06% New 9,766 $556K
Conning Inc. 0.02% Add +10.0% 9,621 $548K
Valeo Financial Advisors, LLC 0.01% Reduce -27.8% 9,606 $547K
UMB Bank, n.a. 0.01% New 9,522 $542K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -9.5% 9,501 $541K
FourThought Financial Partners, LLC 0.05% Reduce -17.9% 9,493 $541K
Flputnam Investment Management Co. 0.01% Add +4.1% 9,467 $539K
Cozad Asset Management Inc. 0.04% Reduce -1.4% 9,397 $535K
Old North State Trust, LLC 0.32% Reduce -1.4% 9,367 $534K
Beutel, Goodman & Co Ltd. 0.00% Add +28.6% 9,382 $534K
Mission Wealth Management, LP 0.01% Reduce -3.1% 9,373 $534K
Garrett Wealth Advisory Group, LLC 0.09% Reduce -10.3% 9,371 $534K
PAX Financial Group, LLC 0.09% Add +6.8% 9,368 $534K
GAMCO Investors 0.01% Reduce -2.6% 9,362 $533K
NorthRock Partners, LLC 0.01% New 9,296 $530K
PDS Planning, Inc 0.03% Reduce -7.0% 9,267 $528K
Fortress Private Ledger, LLC 0.17% Add +22.9% 9,258 $527K
Headlands Technologies LLC 0.06% New 9,167 $522K
Stratos Wealth Partners, LTD. 0.01% Add +16.6% 9,129 $520K
Ascent Group, LLC 0.02% Reduce -0.4% 9,115 $519K
Phillips Wealth Planners LLC 0.39% Reduce -14.2% 9,005 $515K
Bessemer Group Inc. 0.00% Add +4.2% 9,061 $515K
South Shore Capital Advisors 0.38% Add +23.9% 9,061 $513K
Legacy Capital Group California, Inc. 0.20% Reduce -45.1% 9,009 $513K
Rathbones Group PLC 0.00% No change 9,002 $513K
Brighton Jones LLC 0.01% New 8,937 $509K
Dickmeyer Boyce Financial Management, Inc. 0.30% — 8,860 $505K
Tranquilli Financial Advisor LLC 0.29% Reduce -1.8% 8,839 $504K
Great Diamond Partners, LLC 0.10% Reduce -2.0% 8,775 $500K
Bond & Devick Financial Network, Inc. 0.14% No change 8,697 $495K
Malaga Cove Capital, LLC 0.18% Add +0.4% 8,658 $493K
EverSource Wealth Advisors, LLC 0.01% Add +102.2% 8,605 $490K
Roundview Capital LLC 0.03% Reduce -10.8% 8,522 $485K
Keudell/Morrison Wealth Management 0.10% Add +26.4% 8,482 $483K
Kathmere Capital Management, LLC 0.03% Add +9.9% 8,428 $480K
Prosperity Consulting Group, LLC 0.02% Reduce -75.8% 8,401 $479K
West Family Investments, Inc. 0.17% Reduce -19.3% 8,395 $478K
Beverly Hills Private Wealth, LLC 0.08% Reduce -1.6% 8,379 $477K
Breakwater Capital Group 0.06% Reduce -5.5% 8,374 $477K
Banco de Sabadell, S.A 0.32% Reduce -21.9% 7,867 $476K
Precision Wealth Strategies, LLC 0.15% Reduce -29.2% 8,180 $466K
Gryphon Financial Partners LLC 0.05% Add +12.3% 8,152 $464K
Gallacher Capital Management LLC 0.18% Add +17.7% 8,152 $464K
DecisionMap Wealth Management, LLC 0.30% Reduce -0.8% 8,150 $464K
Clare Market Investments LLC 0.10% — 8,141 $464K
Pinion Investment Advisors, LLC 0.11% Reduce -16.8% 8,108 $462K
Revisor Wealth Management LLC 0.13% Add +4.9% 8,016 $459K
Jacobi Capital Management LLC 0.03% Reduce -6.9% 8,050 $459K
Glenview Trust Co 0.01% Reduce -14.9% 8,050 $459K
Sage Rhino Capital LLC 0.09% Reduce -1.6% 8,031 $458K
Independence Bank of Kentucky 0.06% New 8,027 $457K
1900 Wealth Management LLC 0.03% Reduce -0.5% 8,019 $457K
Principle Wealth Partners LLC 0.03% Reduce -4.2% 8,015 $457K
Prospera Financial Services Inc 0.01% Reduce -47.8% 8,004 $456K
Boston Trust Walden Corp 0.00% Reduce -0.1% 7,949 $453K
Spinnaker Trust 0.02% Add +13.7% 7,899 $450K
Sterling Capital Management LLC 0.01% Add +3501.8% 7,888 $449K
Ignite Planners, LLC 0.07% Reduce -2.7% 7,907 $449K
OpenArc Corporate Advisory, LLC 0.01% Add +29.1% 7,880 $449K
Rehmann Capital Advisory Group 0.02% Add +17.3% 7,859 $448K
Chicago Capital, LLC 0.01% Reduce -6.4% 7,869 $448K
First National Bank of Omaha 0.01% Add +6.9% 7,410 $444K
Brown Brothers Harriman & Co. 0.00% Add +15.7% 7,800 $444K
Colonial Trust Co / SC 0.06% Add +0.3% 7,785 $444K
Dana Investment Advisors, Inc. 0.01% Reduce -0.0% 7,767 $442K
Transamerica Financial Advisors, LLC 0.04% Add +35.6% 7,733 $442K
RS Crum Inc. 0.09% No change 7,751 $442K
Aprio Wealth Management, LLC 0.02% Reduce -19.5% 7,741 $441K
Range Financial Group LLC 0.15% Reduce -0.8% 7,692 $438K
Pure Financial Advisors, LLC 0.01% Add +111.9% 7,657 $436K
J.Safra Asset Management Corp 0.02% New 7,650 $436K
DRW Securities, LLC 0.02% New 7,625 $434K
Powers Advisory Group, LLC 0.15% Reduce -3.1% 7,607 $433K
BIP Wealth, LLC 0.02% Reduce -2.3% 7,569 $431K
Peregrine Asset Advisers, Inc. 0.12% Reduce -0.3% 7,550 $430K
HSBC Holdings PLC 0.00% Add +45.9% 7,516 $427K
Fifth Third Bancorp 0.00% Reduce -1.6% 7,484 $426K
Global View Capital Management LLC 0.11% Reduce -31.6% 7,481 $426K
Investment Research Partners LLC 0.17% Reduce -0.1% 7,479 $426K
Novem Group 0.05% Reduce -21.4% 7,457 $425K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +94.6% 7,456 $425K
Wedbush Securities Inc. 0.01% Add +14.3% 7,435 $424K
Williams Jones Wealth Management, LLC. 0.01% Add +1.1% 7,398 $421K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 7,373 $420K
Octavia Wealth Advisors, LLC 0.04% Add +3.9% 7,282 $419K
Gilpin Wealth Management, LLC 0.33% Add +1.9% 7,224 $412K
Quotient Wealth Partners, LLC 0.01% Reduce -0.4% 7,203 $410K
Value Investment Professionals, LLC 0.91% No change 7,196 $410K
Cerro Pacific Wealth Advisors LLC 0.11% Reduce -3.6% 7,145 $407K
Carnegie Investment Counsel 0.01% Add +26.5% 7,133 $406K
First Manhattan Co. Llc. 0.00% Reduce -10.5% 7,042 $405K
Dearborn Partners LLC 0.02% Reduce -42.9% 7,086 $404K
Manske Wealth Management 0.11% Add +0.4% 7,043 $401K
Empire Financial Management Company, LLC 0.09% Reduce -45.5% 7,040 $401K
Henshaw Capital LLC 0.01% No change 7,031 $401K
Daymark Wealth Partners, LLC 0.01% Reduce -7.0% 7,027 $400K
Allen Investment Management, LLC 0.00% No change 7,025 $400K
Capital Investment Advisory Services, LLC 0.03% Add +4.1% 7,011 $399K
Beese Fulmer Investment Management, Inc. 0.03% No change 6,889 $396K
Twelve Points Wealth Management LLC 0.09% Reduce -0.5% 6,946 $396K
Douglass Winthrop Advisors, LLC 0.01% Reduce -15.2% 6,922 $394K
AlphaCore Capital LLC 0.01% Reduce -64.0% 6,831 $393K
Advisortrust Partners, LLC 0.16% Add +8.9% 6,903 $393K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -20.1% 6,697 $393K
Roman Butler Fullerton & Co. 0.11% No change 6,741 $393K
Icon Wealth Advisors, LLC 0.03% Reduce -6.0% 6,867 $391K
Woodmont Investment Counsel LLC 0.02% No change 6,841 $390K
Park Place Capital Corp 0.08% Add +57.1% 6,826 $389K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.3% 6,775 $386K
BridgePort Financial Solutions, LLC 0.11% Add +3.1% 6,758 $385K
Cohen Investment Advisors LLC 0.18% Add +2.9% 6,753 $385K
Searle & Co. 0.10% No change 6,666 $380K
Larry Mathis Financial Planning, LLC 0.34% Reduce -0.7% 6,644 $379K
Hunter Associates Investment Management LLC 0.05% No change 6,606 $377K
New Republic Capital, LLC 0.13% Reduce -35.6% 6,554 $377K
Hilltop National Bank 0.09% New 6,562 $374K
Resonant Capital Advisors, LLC 0.02% Reduce -4.4% 6,479 $373K
Lanark Financial, Inc. 0.03% Add +1.3% 6,541 $373K
VestGen Advisors, LLC 0.01% New 6,402 $371K
Fidelis Capital Partners, LLC 0.03% Reduce -4.8% 6,469 $369K
Mather Group, Llc. 0.00% Reduce -3.0% 6,460 $368K
Dynasty Wealth Management, LLC 0.00% Reduce -25.6% 6,393 $364K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% Reduce -2.0% 6,386 $364K
Cornerstone Wealth Management, LLC 0.02% Add +58.2% 6,385 $364K
Calydon Capital 0.06% No change 6,369 $363K
Centaurus Financial, Inc. 0.02% Reduce -34.3% 6,360 $362K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -18.5% 6,004 $360K
EntryPoint Capital, LLC 0.10% New 6,288 $358K
Wescott Financial Advisory Group, LLC 0.03% Add +2.9% 6,281 $358K
Wellspring Financial Advisors, LLC 0.03% New 6,277 $358K
Fiera Capital Corp 0.00% Add +7.4% 6,256 $356K
Fca Corp. 0.10% No change 6,222 $354K
Lantz Financial LLC 0.07% Add +45.6% 6,193 $353K
Drucker Wealth 3.0, LLC 0.06% Reduce -9.4% 6,158 $351K
WealthTrust Axiom LLC 0.09% Add +1.8% 6,157 $351K
HBK Sorce Advisory LLC 0.01% Add +11.2% 6,004 $351K
Summit Financial, LLC 0.00% Add +8.1% 6,103 $351K
Aigen Investment Management, LP 0.09% New 6,123 $349K
Sepio Capital, LP 0.02% Add +6.7% 6,037 $344K
May Hill Capital, LLC 0.09% Reduce -37.9% 6,034 $344K
Hexagon Capital Partners LLC 0.05% New 6,001 $342K
Welch Group, LLC 0.01% Reduce -12.8% 5,966 $340K
Knightsbridge Asset Management, LLC 0.05% Add +15.1% 5,964 $340K
Cetera Trust Company, N.A 0.19% New 5,930 $338K
Absher Wealth Management, LLC 0.04% Add +11.8% 5,913 $337K
Cornerstone Wealth Group, LLC 0.02% Reduce -1.9% 5,899 $336K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +12.3% 5,896 $336K
Ti-Trust, Inc. 0.20% No change 5,888 $335K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -13.2% 5,861 $334K
Beck Bode, LLC 0.06% New 5,817 $331K
Shelton Capital Management 0.01% Reduce -4.2% 5,793 $330K
Penobscot Investment Management Company, Inc. 0.03% No change 5,790 $330K
Port Capital LLC 0.01% No change 5,777 $329K
HUB Investment Partners, LLC 0.01% Reduce -3.2% 5,776 $329K
Bedel Financial Consulting, Inc. 0.04% No change 5,765 $328K
O'Brien Greene & Co. Inc 0.09% No change 5,758 $328K
Laurel Oak Wealth Management, LLC 0.06% Add +34.2% 5,757 $328K
Blake Schutter Theil Wealth Advisors, LLC 0.27% Add +3.2% 5,754 $328K
United Advisor Group, LLC 0.04% Add +2.1% 5,742 $328K
Diversify Advisory Services, LLC 0.05% Reduce -57.6% 5,748 $327K
Townsquare Capital LLC 0.07% Reduce -2.1% 5,738 $327K
Haven Private, LLC 0.14% Reduce -29.6% 5,719 $326K
Griffith & Werner, Inc. 0.16% Reduce -0.7% 5,713 $325K
Sowell Financial Services LLC 0.01% Reduce -7.5% 5,662 $323K
Pine Haven Investment Counsel, Inc 0.24% Reduce -2.3% 5,658 $322K
Brookstone Capital Management 0.00% Add +9.0% 5,628 $321K
RD Lewis Holdings, Inc. 0.28% Add +1.5% 5,482 $320K
Smithfield Trust Co 0.01% Reduce -0.1% 5,585 $320K
Red Door Wealth Management, LLC 0.03% Reduce -0.2% 5,607 $319K
Crescent Grove Advisors, LLC 0.03% Add +0.0% 5,541 $319K
Bryn Mawr Trust Advisors, LLC 0.02% Add +2.6% 5,585 $318K
Basecamp Wealth Advisors LLC 0.07% Reduce -2.7% 5,566 $317K
Caldwell Trust Co 0.03% Reduce -1.0% 5,553 $316K
Douglas Lane & Associates, LLC 0.00% Reduce -0.8% 5,535 $315K
Savvy Advisors, Inc. 0.01% Add +28.3% 5,531 $315K
Ritter Daniher Financial Advisory LLC / DE 0.05% Reduce -10.8% 5,453 $311K
Frank, Rimerman Advisors LLC 0.02% Reduce -56.2% 5,437 $310K
Optas, LLC 0.05% Reduce -23.8% 5,372 $306K
Moneta Group Investment Advisors LLC 0.00% Reduce -10.7% 5,370 $306K
Parkside Financial Bank & Trust 0.02% Reduce -3.4% 5,359 $305K
SmartHarvest Portfolios, LLC 0.13% Add +13.1% 5,338 $304K
Phocas Financial Corp. 0.05% No change 5,333 $304K
Old National Bancorp 0.01% Add +6.3% 5,327 $303K
Corient IA LP 0.28% No change 5,297 $302K
Schrum Private Wealth Management LLC 0.23% No change 5,293 $302K
Tru Independence Asset Management 2, LLC 0.18% No change 5,226 $301K
Mesirow Financial Investment Management, Inc. 0.00% No change 5,273 $300K
Intrua Financial, LLC 0.03% Reduce -11.1% 5,253 $299K
Dodge & Cox 0.00% Reduce -0.0% 5,243 $299K
Frec Markets, Inc. 0.05% Add +24.3% 5,241 $299K
Meridian Wealth Management, LLC 0.01% Reduce -4.0% 5,223 $298K
Axiom Investment Management LLC 0.23% — 5,221 $297K
Cullen/Frost Bankers, Inc. 0.00% Reduce -13.8% 5,212 $297K
SkyView Investment Advisors, LLC 0.04% Add +62.1% 5,202 $296K
Seeds Investor LLC 0.04% Reduce -4.1% 5,120 $296K
Ironsides Asset Advisors, LLC 0.07% New 5,187 $296K
Hazlett, Burt & Watson, Inc. 0.09% Add +3.8% 5,145 $292K
First Horizon Corp. 0.01% Add +3.4% 5,113 $291K
Bridgefront Capital, LLC 0.07% Add +63.0% 5,067 $289K
Gentry Private Wealth, LLC 0.17% Reduce -2.5% 5,054 $288K
Paragon Private Wealth Management, LLC 0.09% Add +51.4% 5,054 $288K
Fulcrum Capital LLC 0.06% Add +7.6% 5,044 $287K
FDx Advisors, Inc. 0.09% Add +23.3% 5,005 $285K
Maia Wealth LLC 0.05% Add +1.2% 4,997 $285K
CVA Family Office, LLC 0.03% Reduce -5.4% 4,991 $284K
Atlas Brown,Inc. 0.09% Reduce -0.4% 4,989 $284K
Sound Income Strategies, LLC 0.01% Add +3.4% 5,067 $284K
Code Waechter LLC 0.17% New 4,977 $284K
Probity Advisors, Inc. 0.04% Reduce -4.9% 4,920 $280K
Roberts Glore & Co. Inc. 0.08% No change 4,915 $280K
Franklin Street Advisors Inc. 0.02% Add +1.1% 4,911 $280K
Gateway Wealth Partners, LLC 0.01% New 4,907 $280K
Livet Wealth, LLC 0.18% Add +6.5% 4,883 $278K
J. R. Prunier Capital Management LLC 0.12% No change 4,872 $278K
Jackson Thornton Wealth Management, LLC 0.02% New 4,733 $276K
Arjuna Capital 0.07% Reduce -65.4% 4,846 $276K
Lincoln Capital LLC 0.05% Reduce -6.8% 4,846 $276K
Hummer Financial Advisory Services Inc 0.19% Reduce -0.1% 4,790 $276K
Greenline Partners, LLC 0.03% New 4,836 $276K
Focused Alpha, LLC 0.08% Add +18.8% 4,816 $274K
Atticus Wealth Management, LLC 0.07% No change 4,787 $273K
Traphagen Investment Advisors LLC 0.02% Reduce -0.3% 4,762 $271K
Integrity Financial Corp 0.13% New 4,713 $271K
Bradley Foster & Sargent Inc. 0.00% Reduce -2.8% 4,756 $271K
Perpetual Ltd 0.00% New 4,738 $270K
Addison Advisors LLC 0.06% Reduce -3.0% 4,692 $267K
Procyon Advisors, LLC 0.01% Reduce -5.2% 4,670 $266K
New Wave Wealth Advisors LLC 0.09% Add +9.0% 4,618 $265K
Mitchell Sinkler & Starr 0.12% Reduce -0.6% 4,626 $264K
TritonPoint Partners, LLC 0.10% Reduce -3.5% 4,568 $263K
Eagle Bay Advisors LLC 0.23% Reduce -3.2% 4,561 $262K
Jump Financial, LLC 0.00% New 4,599 $262K
Borer Denton & Associates, Inc. 0.09% No change 4,581 $261K
Delta Financial Advisors LLC 0.07% No change 4,580 $261K
Fielder Capital Group LLC 0.06% Reduce -0.0% 4,575 $261K
Traveka Wealth, LLC 0.10% Reduce -12.2% 4,570 $260K
Evoke Wealth, LLC 0.00% Reduce -15.2% 4,491 $258K
Simon Quick Advisors, LLC 0.01% New 4,520 $258K
Eagle Strategies LLC 0.03% Add +10.7% 4,519 $257K
Drive Wealth Management, LLC 0.05% Reduce -10.4% 4,464 $257K
Payne Capital LLC 0.23% No change 4,483 $255K
Simplicity Wealth,LLC 0.01% Reduce -11.2% 4,482 $255K
Evolve Private Wealth, LLC 0.01% New 4,476 $255K
Advus Financial Partners, LLC 0.06% Reduce -30.1% 4,458 $254K
Palladiem, LLC 0.24% No change 4,330 $253K
Twinbeech Capital LP 0.03% New 4,400 $251K
Advyzon Investment Management, LLC 0.02% New 4,398 $251K
Alvarez & Marsal Private Wealth Partners, LLC 0.04% New 4,354 $250K
Xponance LLC 0.00% Add +31.8% 4,396 $250K
Financial Engines Advisors L.L.C. 0.00% Add +2.7% 4,381 $250K
Legacy Private Trust Co. 0.02% No change 4,374 $249K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% Reduce -0.0% 4,341 $247K
Foundations Investment Advisors, LLC 0.00% Add +14.2% 4,326 $246K
Advisor OS, LLC 0.02% New 4,317 $246K
Money Concepts Capital Corp. 0.01% No change 4,316 $246K
Empower Advisory Group, LLC 0.00% New 4,315 $246K
Kiley Juergens Wealth Management, LLC 0.04% New 4,311 $246K
Fiduciary Financial Group, LLC 0.03% Add +7.0% 4,302 $245K
Klingman & Associates, LLC 0.01% Add +0.4% 4,291 $244K
Turtle Creek Wealth Advisors, LLC 0.02% Add +9.2% 4,284 $244K
Farmers & Merchants Investments Inc. 0.01% Reduce -43.6% 4,266 $243K
Claro Advisors Inc. 0.03% Reduce -0.1% 4,259 $243K
Angeles Wealth Management, LLC 0.01% New 4,206 $242K
Mattson Financial Services, LLC 0.06% New 4,240 $242K
Freestone Capital Holdings, LLC 0.01% Add +6.0% 4,229 $241K
Wedmont Private Capital 0.01% Reduce -29.4% 4,136 $241K
Bar Harbor Wealth Management 0.01% New 4,201 $239K
Platform Technology Partners 0.05% Reduce -2.1% 4,185 $238K
Keebeck Wealth Management 0.03% New 4,151 $238K
Rosenberg Matthew Hamilton 0.05% Reduce -5.0% 4,145 $236K
Aspen Grove Capital, LLC 0.05% Reduce -10.9% 4,087 $236K
Pekin Hardy Strauss, Inc. 0.02% Reduce -0.2% 4,136 $236K
Harris Associates (Oakmark Funds) 0.00% New 4,123 $235K
Alhambra Investment Management LLC 0.11% No change 4,116 $234K
Perennial Investment Advisors, LLC 0.02% New 4,106 $234K
Genesis Private Wealth, LLC 0.07% New 4,103 $234K
Moneco Advisors, LLC 0.02% Add +5.7% 4,103 $234K
Schnieders Capital Management, Llc. 0.04% No change 4,098 $233K
Kingswood Wealth Advisors, LLC 0.01% New 4,096 $233K
Mayflower Financial Advisors, LLC 0.03% Reduce -0.9% 4,056 $231K
Net Worth Advisory Group 0.05% Reduce -1.2% 4,051 $231K
Indivisible Partners 0.02% Add +9.6% 4,045 $230K
Brown Financial Advisors 0.09% New 4,037 $230K
United Community Bank 0.08% Reduce -8.7% 4,037 $230K
Marino, Stram & Associates LLC 0.04% No change 4,035 $230K
Lafayette Investments, Inc. 0.05% No change 4,016 $229K
Clear Harbor Asset Management, LLC 0.02% Add +2.4% 4,012 $229K
Invested Advisors 0.23% Add +0.1% 3,991 $227K
Cromwell Holdings LLC 0.13% No change 3,950 $227K
Arax Advisory Partners 0.01% Reduce -59.5% 3,959 $226K
Arlington Partners LLC 0.45% New 3,952 $225K
Forvis Mazars Wealth Advisors, LLC 0.00% Add +10.6% 3,946 $225K
Fort Sheridan Advisors LLC 0.03% Add +1.8% 3,939 $224K
Tradewinds, LLC. 0.07% Add +13.4% 3,733 $223K
Tacita Capital Inc 0.13% No change 3,909 $223K
Kuhn & Co Investment Counsel 0.14% No change 3,900 $222K
Whetstone Capital Advisors, LLC 0.08% Add +11.0% 3,893 $222K
Five Oceans Advisors 0.08% No change 3,891 $222K
Sovran Advisors, LLC 0.02% Add +17.3% 3,755 $221K
J.M. Arbour, LLC 0.21% New 3,872 $221K
DGS Capital Management, LLC 0.04% Reduce -0.8% 3,869 $220K
WoodTrust Financial Corp 0.03% Reduce -0.0% 3,865 $220K
SeaCrest Wealth Management, LLC 0.02% Reduce -0.4% 3,843 $219K
Capital Advantage, Inc. 0.03% No change 3,831 $218K
Kovack Advisors, Inc. 0.01% Reduce -7.7% 3,867 $218K
Bard Associates Inc. 0.05% Add +817.0% 3,787 $218K
Carrera Capital Advisors 0.03% No change 3,780 $217K
Stonebrook Private Inc. 0.05% New 3,800 $216K
AdvisorNet Financial, Inc 0.01% Reduce -7.1% 3,798 $216K
a16z Perennial Management, L.P. 0.02% No change 3,790 $216K
Symphony Financial, Ltd. Co. 0.03% New 3,846 $216K
Graybill Wealth Management, LTD. 0.07% Reduce -0.0% 3,763 $214K
Nilsine Partners, LLC 0.02% Reduce -0.3% 3,723 $214K
Newman Dignan & Sheerar, Inc. 0.04% No change 3,745 $213K
Havemeyer Place LP 0.02% New 3,739 $213K
Embree Financial Group 0.03% Add +11.5% 3,721 $212K
Lockheed Martin Investment Management Co. 0.01% New 3,700 $211K
Grove Bank & Trust 0.02% New 3,695 $211K
MBL Wealth, LLC 0.02% No change 3,679 $210K
Moseley Investment Management Inc. 0.07% Reduce -2.4% 3,664 $209K
Sunpointe, LLC 0.07% New 3,660 $209K
Aurora Private Wealth, Inc. 0.15% Reduce -6.2% 3,649 $208K
Carret Asset Management, LLC 0.02% No change 3,592 $205K
Bridgelight Financial Advisors, Inc. 0.17% Add +2.7% 3,590 $205K
Essex Bank 0.05% Reduce -0.6% 3,579 $204K
Independence Wealth Advisors, LLC 0.11% New 3,574 $204K
Parvin Asset Management, LLC 0.15% Reduce -4.7% 3,567 $203K
Capital Analysts, LLC 0.01% Add +0.9% 3,561 $203K
Toronto Dominion Bank 0.00% Reduce -4.0% 3,556 $203K
Avantax Planning Partners, Inc. 0.01% Reduce -12.4% 3,562 $203K
Live Oak Private Wealth LLC 0.03% No change 3,558 $203K
Birch Hill Investment Advisors LLC 0.01% No change 3,554 $202K
Childress Capital Advisors, LLC 0.04% Add +12.9% 3,527 $201K
Valley National Advisers Inc. 0.03% Reduce -6.7% 3,468 $197K
S.A. Mason LLC 0.07% No change 3,448 $196K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -18.7% 3,419 $195K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -2.0% 3,413 $194K
PlanVest Financial, Inc 0.14% — 3,208 $183K
State of Wyoming 0.02% Reduce -4.8% 3,208 $183K
Bruce G. Allen Investments, LLC 0.12% Add +5.3% 3,146 $179K
Parallax Volatility Advisers, L.P. 0.01% New 3,129 $178K
Community Financial Services Group, LLC 0.03% New 3,175 $178K
Atlantic Edge Private Wealth Management, LLC 0.04% Reduce -4.1% 3,029 $173K
Sittner & Nelson, LLC 0.06% No change 2,964 $169K
Caitong International Asset Management Co., Ltd 0.03% New 2,891 $165K
Delta Asset Management LLC 0.01% Add +3.4% 2,659 $151K
Purpose Unlimited Inc. 0.01% New 2,629 $150K
Evelyn Partners Investment Management (Europe) Ltd 0.05% No change 2,488 $142K
Meramec Financial Planners, LLC 0.06% Add +4.0% 2,440 $141K
Rossby Financial, LCC 0.03% Add +160.5% 2,514 $141K
New York State Common Retirement Fund 0.00% No change 2,385 $136K
Montag A & Associates Inc. 0.01% No change 2,310 $133K
Gen-Wealth Partners Inc 0.04% Reduce -4.6% 2,332 $133K
Mondrian Investment Partners LTD 0.00% Add +14.5% 2,057 $117K
Broadwater Capital Management LLC 0.09% No change 1,768 $116K
Ameriflex Group, Inc. 0.06% No change 1,995 $114K
Chilton Capital Management LLC 0.00% No change 1,957 $111K
St Germain D J Co. Inc. 0.00% No change 1,946 $111K
Wealth Enhancement Trust Services, Inc. 0.01% New 1,910 $109K
Albion Financial Group 0.01% Add +902.7% 1,875 $107K
Root Financial Partners, LLC 0.00% Reduce -26.1% 1,845 $105K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -13.8% 1,814 $103K
Strategic Wealth Partners, Ltd. 0.01% No change 1,782 $102K
Hara Capital LLC 0.05% No change 1,672 $96K
Contravisory Investment Management, Inc. 0.02% Reduce -40.5% 1,619 $92K
Westside Investment Management, Inc. 0.01% No change 1,570 $89K
Physician Wealth Advisors, Inc. 0.01% Reduce -2.0% 1,550 $88K
Global Trust Asset Management, LLC 0.03% Reduce -7.8% 1,537 $88K
Sunbelt Securities, Inc. 0.01% Reduce -5.2% 1,455 $83K
Atlas Capital Advisors Inc. 0.01% No change 1,446 $82K
Rothschild Investment LLC 0.00% Reduce -36.5% 1,442 $82K
CENTRAL TRUST Co 0.00% Reduce -13.6% 1,414 $81K
Abound Financial, LLC 0.04% No change 1,412 $80K
Washington Trust Advisors, Inc. 0.01% Add +6.7% 1,411 $80K
Dorato Capital Management 0.06% No change 1,357 $79K
Owl Creek Wealth Partners LLC 0.03% — 1,381 $79K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +74.6% 1,369 $78K
Avalon Trust Co 0.01% Add +150.1% 1,333 $76K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,322 $75K
Caldwell Sutter Capital, Inc. 0.03% Add +32.5% 1,299 $74K
Millstone Evans Group, LLC 0.04% Reduce -3.0% 1,270 $72K
Pingora Partners LLC 0.04% No change 1,236 $70K
GHP Investment Advisors, Inc. 0.00% Reduce -12.8% 1,222 $70K
TFC Financial Management, Inc. 0.01% No change 1,194 $68K
TIAA Wealth Investment Management LLC 0.00% — 1,171 $67K
Harbor Asset Planning, Inc. 0.06% No change 1,155 $66K
Evermay Wealth Management LLC 0.01% Reduce -13.1% 1,142 $66K
Flagship Wealth Advisors, LLC 0.03% Add +11.1% 1,071 $66K
Thompson Investment Management, Inc. 0.01% Add +29.6% 1,135 $65K
LRI Investments, LLC 0.01% Add +20.2% 1,052 $60K
Johnson Financial Group, Inc. 0.00% Reduce -5.6% 1,032 $59K
Salem Investment Counselors Inc. 0.00% New 1,023 $59K
Blume Capital Management, Inc. 0.01% New 1,022 $58K
Harbor Investment Advisory, LLC 0.00% Reduce -4.7% 1,022 $58K
Opal Wealth Advisors, LLC 0.01% New 1,006 $57K
CoreCap Advisors, LLC 0.00% No change 997 $57K
True Wealth Design, LLC 0.02% Add +70.6% 962 $55K
First United Bank & Trust 0.02% No change 954 $54K
Leonteq Securities AG 0.00% Add +158.1% 942 $54K
Fairscale Capital, LLC 0.04% No change 925 $53K
Colonial Trust Advisors 0.00% No change 933 $53K
Prestige Wealth Management Group LLC 0.01% No change 918 $53K
Innovative Asset Advisors Group, LLC 0.03% — 911 $52K
Olistico Wealth, LLC 0.02% No change 888 $51K
Missouri Trust & Investment Co 0.01% New 888 $51K
Quaker Wealth Management, LLC 0.02% Reduce -5.4% 866 $49K
Chapman Financial Group, LLC 0.03% No change 843 $48K
Country Trust Bank 0.00% New 819 $47K
Bayforest Capital Ltd 0.05% Add +151.8% 773 $44K
Anfield Capital Management, LLC 0.01% New 739 $42K
JFS Wealth Advisors, LLC 0.00% No change 736 $42K
Destiny Wealth Partners, LLC 0.00% New 727 $41K
Boyd Watterson Asset Management LLC 0.01% No change 726 $41K
Mb, Levis & Associates, LLC 0.02% No change 722 $41K
SHP Wealth Management 0.00% Add +2.1% 720 $41K
Clearstead Advisors, LLC 0.00% Add +154.6% 713 $41K
Nisa Investment Advisors, LLC 0.00% Add +10.4% 703 $40K
LGT Financial Advisors LLC 0.21% No change 705 $40K
Truvestments Capital LLC 0.01% Add +25.9% 691 $39K
Oakworth Capital, Inc. 0.00% No change 685 $39K
Financial Management Professionals, Inc. 0.00% No change 674 $39K
MCF Advisors LLC 0.00% Reduce -4.0% 667 $38K
Heritage Wealth Advisors 0.00% Reduce -66.0% 666 $38K
Frazier Financial Advisors, LLC 0.02% Add +235.9% 645 $37K
EFG International AG 0.00% New 645 $37K
Murphy & Mullick Capital Management Corp 0.03% No change 620 $35K
Aventura Private Wealth, LLC 0.01% No change 612 $35K
Essential Partners LLC 0.01% Add +125.5% 602 $34K
Hilton Head Capital Partners, LLC 0.02% No change 597 $34K
Bogart Wealth, LLC 0.00% No change 597 $34K
TD Capital Management LLC 0.00% No change 594 $34K
Financial Perspectives, Inc 0.01% No change 563 $32K
Salomon & Ludwin, LLC 0.00% Add +8.4% 567 $31K
Financial Avengers, Inc. 0.01% No change 537 $31K
High Point Wealth Management, LLC 0.03% No change 534 $30K
Godsey & Gibb, Inc. 0.00% No change 533 $30K
Ares Financial Consulting, LLC 0.02% Add +2540.0% 528 $30K
IFG Advisory, LLC 0.08% Reduce -87.5% 516 $29K
Hickory Point Bank & Trust 0.02% New 509 $29K
Whipplewood Advisors, LLC 0.01% New 503 $29K
Peterson Wealth Management 0.02% New 496 $28K
NFSG Corp 0.00% Reduce -39.7% 496 $28K
Brown, Lisle/Cummings, Inc. 0.01% Add +14.4% 492 $28K
Brentview Investment Management LLC 0.01% No change 491 $28K
WPG Advisers, LLC 0.02% Reduce -11.4% 488 $28K
Roxbury Financial LLC 0.02% No change 462 $26K
Measured Wealth Private Client Group, LLC 0.01% No change 462 $26K
Red Tortoise LLC 0.01% No change 455 $26K
VSM Wealth Advisory, LLC 0.01% No change 444 $25K
Global Wealth Strategies & Associates 0.01% No change 444 $25K
Financial Life Planners 0.02% New 442 $25K
Medallion Wealth Advisors, LLC 0.01% No change 432 $25K
SouthState Bank Corp 0.00% Reduce -11.2% 429 $24K
Wellington Grp LLC 0.01% Reduce -43.4% 426 $24K
City State Bank 0.01% Reduce -7.0% 426 $24K
Vermillion Wealth Management, Inc. 0.01% No change 420 $24K
Bangor Savings Bank 0.00% New 416 $24K
Wellington-Altus USA Inc. 0.01% Reduce -30.7% 384 $23K
Highline Wealth Partners LLC 0.01% Add +23.6% 403 $23K
SOA Wealth Advisors, LLC. 0.00% No change 386 $22K
Baillie Gifford & Co. 0.00% Reduce -5.7% 382 $22K
Cassaday & Co Wealth Management LLC 0.00% New 379 $22K
Towne Trust Company, N.A 0.01% No change 372 $21K
Golden State Wealth Management, LLC 0.00% Reduce -76.0% 367 $21K
Trust Co 0.00% No change 365 $21K
Chelsea Counsel Co. 0.01% No change 354 $20K
Asset Dedication, LLC 0.00% No change 355 $20K
Barrett & Company, Inc. 0.01% No change 355 $20K
Core Alternative Capital 0.01% Reduce -2.2% 355 $20K
Boreal Capital Management LLC 0.02% Add +0.0% 351 $20K
Webster Bank, N. A. 0.00% New 354 $20K
Bayban 0.02% Add +25.6% 344 $20K
Signature Equity Partners, LLC 0.01% Add +83.5% 323 $18K
Bare Financial Services, Inc 0.00% Add +445.8% 322 $18K
JNBA Financial Advisors 0.00% Reduce -8.1% 318 $18K
Citizens National Bank Trust Department 0.00% No change 318 $18K
McIlrath & Eck, LLC 0.00% No change 317 $18K
GW&K Investment Management, LLC 0.00% Add +14.3% 320 $18K
Trust Co. of Toledo NA 0.00% New 297 $17K
Financial Consulate, Inc. 0.00% Add +236.4% 296 $17K
Evelyn Partners Investment Management Services Ltd 0.00% Reduce -59.7% 296 $17K
Richard W. Paul & Associates, LLC 0.01% Add +69.0% 294 $17K
Hartford Financial Management Inc. 0.00% No change 289 $16K
Quintet Private Bank (Europe) S.A. 0.00% No change 288 $16K
American Capital Advisory, LLC 0.01% No change 286 $16K
Proathlete Wealth Management LLC 0.00% No change 285 $16K
MTM Investment Management, LLC 0.01% No change 284 $16K
Seneschal Advisors, LLC 0.01% No change 280 $16K
Vision Retirement, LLC 0.00% No change 268 $15K
Smallwood Wealth Investment Management, LLC 0.01% No change 266 $15K
IFS Advisors, LLC 0.01% New 266 $15K
Kozak & Associates, Inc. 0.00% Add +0.8% 258 $15K
Lodestone Wealth Management LLC 0.01% No change 261 $15K
Wolff Wiese Magana LLC 0.01% No change 259 $15K
HHM Wealth Advisors, LLC 0.00% Reduce -85.0% 258 $15K
SRH Advisors, LLC 0.00% No change 236 $13K
1620 Investment Advisors, Inc. 0.01% Reduce -51.6% 234 $13K
West Branch Capital LLC 0.00% No change 231 $13K
S&T Bank 0.00% No change 230 $13K
Loomis Sayles & Co. L P 0.00% Reduce -9.7% 223 $13K
Hamrick Investment Counsel, llc 0.01% No change 203 $12K
REAP Financial Group, LLC 0.00% New 200 $11K
City Holding Co. 0.00% No change 197 $11K
Strive Financial Group ,LLC 0.01% No change 196 $11K
Cornerstone Planning Group LLC 0.00% Reduce -21.8% 183 $11K
Sunrise Financial Services, LLC 0.01% Add +5.1% 186 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 180 $10K
Abound Wealth Management 0.00% Add +73.1% 180 $10K
Richardson Financial Services Inc. 0.01% No change 177 $10K
Monetary Management Group Inc. 0.00% No change 177 $10K
Knights of Columbus Asset Advisors LLC 0.00% No change 177 $10K
Bell Investment Advisors, Inc 0.00% Reduce -40.9% 176 $10K
First Command Advisory Services, Inc. 0.00% New 171 $10K
New England Capital Financial Advisors LLC 0.00% No change 165 $9K
Capital & Planning, LLC 0.01% New 163 $9K
CGC Financial Services, LLC 0.00% No change 159 $9K
Entrust Financial LLC 0.01% Reduce -10.3% 157 $9K
Legacy Wealth Managment, LLC 0.00% No change 155 $9K
Adirondack Trust Co. 0.00% No change 151 $9K
General Partner, Inc. 0.01% No change 148 $8K
Keating Financial Advisory Services, Inc. 0.00% No change 142 $8K
Kilter Group LLC 0.00% Add +1637.5% 139 $8K
Key Financial Inc 0.00% No change 137 $8K
Archer Investment Corp 0.00% No change 133 $8K
Ballast Advisors LLC 0.00% New 130 $7K
Retirement Wealth Solutions LLC 0.00% Reduce -5.2% 129 $7K
Nemes Rush Group LLC 0.00% No change 121 $7K
Private Wealth Asset Management, LLC 0.00% No change 120 $7K
Miller Global Investments, LLC 0.01% New 115 $7K
Piscataqua Savings Bank 0.00% Reduce -31.1% 115 $7K
Cedar Mountain Advisors, LLC 0.00% No change 113 $6K
Hollencrest Capital Management 0.00% No change 113 $6K
Creative Financial Designs Inc. 0.00% Add +141.3% 111 $6K
Union Savings Bank 0.00% No change 111 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 110 $6K
Bank of New Hampshire 0.00% New 110 $6K
Basepoint Wealth LLC 0.00% No change 109 $6K
RMG Wealth Management LLC 0.00% New 106 $6K
Tower View Wealth Management LLC 0.00% No change 103 $6K
Southern Michigan Bank & Trust 0.00% — 101 $6K
Triumph Capital Management 0.00% Reduce -64.1% 98 $6K
Costello Asset Management, INC 0.00% New 100 $6K
SJS Investment Consulting Inc. 0.00% Add +88.2% 96 $5K
Sapience Investments, LLC 0.70% New 95 $5K
Principia Wealth Advisory, LLC 0.00% Add +100.0% 94 $5K
YANKCOM Partnership 0.00% Reduce -16.5% 91 $5K
True Link Financial Advisors, LLC 0.00% New 90 $5K
Princeton Global Asset Management LLC 0.00% No change 89 $5K
NorthAvenue LLC 0.00% No change 88 $5K
Rialto Wealth Management, LLC 0.00% No change 88 $5K
Pflug Koory, LLC 0.00% No change 88 $5K
Gables Capital Management Inc. 0.00% No change 88 $5K
Raffa Wealth Management, LLC 0.00% No change 88 $5K
IMA Advisory Services, Inc. 0.00% Reduce -1.1% 86 $5K
MV Capital Management, Inc. 0.00% New 86 $5K
Richardson Capital Management LLC 0.00% New 85 $5K
Fourth Dimension Wealth, LLC 0.00% No change 82 $5K
Quest 10 Wealth Builders, Inc. 0.00% Add +6.7% 80 $5K
Lloyd Advisory Services, LLC. 0.00% Reduce -94.8% 72 $4K
Kingdom Financial Group LLC. 0.00% New 72 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 71 $4K
Arlington Trust Co LLC 0.00% New 70 $4K
Holos Integrated Wealth LLC 0.00% No change 69 $4K
NBT Bank, N.A. 0.00% Add +1.5% 66 $4K
Rakuten Securities, Inc. 0.00% New 62 $4K
Indiana Trust & Investment Management Co 0.00% No change 53 $3K
Western Pacific Wealth Management, LP 0.00% No change 46 $3K
Intentional Wealth Strategies, LLC 0.00% — 45 $3K
Hoey Investments, Inc. 0.00% No change 45 $3K
Bullseye Investment Management, LLC 0.00% No change 44 $3K
Pittenger & Anderson Inc. 0.00% No change 44 $3K
Cornerstone Financial Management LLC 0.00% Add +55.6% 42 $2K
Atwood & Palmer Inc. 0.00% No change 37 $2K
MidFirst Bank 0.00% Reduce -58.0% 37 $2K
Paladin Partners, LLC 0.00% No change 32 $2K
Dunhill Financial, LLC 0.00% Reduce -40.7% 32 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Darwin Wealth Management, LLC 0.00% No change 28 $2K
Centennial Bank 0.00% New 27 $2K
Dogwood Wealth Management LLC 0.00% New 24 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 22 $1K
Gold Investment Management Ltd. 0.00% No change 21 $1K
Comprehensive Financial Planning, Inc. 0.00% No change 20 $1K
Silicon Valley Capital Partners 0.00% New 19 $1K
Covestor Ltd 0.00% No change 25 $1K
WealthCollab, LLC 0.00% No change 16 $912
Burk Holdings LLC 0.00% New 16 $912
Plante Moran Financial Advisors, LLC 0.00% No change 15 $855
Elevated Capital Advisors, LLC 0.00% No change 14 $798
Bfsg, LLC 0.00% No change 13 $741
Fairman Group, LLC 0.00% No change 11 $633
Robbins Farley 0.00% No change 8 $456
Nvest Wealth Strategies, Inc. 0.00% New 6 $342
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 6 $342
Godfrey Financial Associates, Inc. 0.00% No change 5 $285
Walsh & Associates, LLC 0.00% New 4 $228

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