Unilever PLC-Sponsored ADRUL

13F holders, Q2 2026 (June 30)
1,177holders +22
111new positions
85sold out
12famous investors
$60.08avg. 13F price*

At the end of Q2 2026, 1,177 institutions reported holding Unilever PLC-Sponsored ADR (UL) in their 13F filings, up 22 from Q1 2026. 111 opened new positions and 85 sold out. The largest holders were Wellington Management Group LLP ($2.1B), Fisher Asset Management ($1.5B) and Morgan Stanley ($581.1M). 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 David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions111$275.8M
Exits85$158.3M

All 13F filers, Q1 2026 → Q2 2026: 34,973,102 shares bought and 19,491,069 shares sold, net +15,482,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,177 holders

Wellington Management Group LLP 0.36% Reduce -12.2% 35,063,391 $2.1B
Fisher Asset Management 0.44% Add +16.1% 24,693,472 $1.5B
Morgan Stanley 0.03% Add +3.3% 9,665,376 $581.1M
FMR LLC 0.02% Add +61.9% 9,006,011 $541.4M
GQG Partners LLC 0.97% Reduce -7.7% 8,673,777 $521.5M
T. Rowe Price Associates Inc. 0.05% Add +114.8% 8,143,219 $489.6M
State Farm Mutual Automobile Insurance Co. 0.25% Add +0.8% 6,174,081 $371.2M
Bank of America Corp. 0.02% Reduce -20.0% 5,331,851 $320.6M
Dimensional Fund Advisors LP 0.05% Add +9.7% 4,808,071 $289.1M
Envestnet Asset Management Inc. 0.06% Reduce -6.5% 4,223,732 $253.9M
Clearbridge Investments, LLC 0.21% Reduce -26.6% 4,135,829 $248.6M
Goldman Sachs Group Inc. 0.03% Reduce -4.5% 4,117,069 $247.5M
Wells Fargo & Company 0.04% Reduce -8.5% 4,080,798 $245.3M
JPMorgan Chase & Co. 0.01% Add +26.4% 3,985,623 $243.9M
Raymond James Financial Inc. 0.07% Reduce -4.3% 3,994,633 $240.2M
D. E. Shaw & Co. 0.15% Add +2349.8% 3,762,722 $226.2M
Royal Bank of Canada 0.03% Reduce -3.5% 3,283,022 $197.4M
Lazard Asset Management LLC 0.28% Add +8.8% 3,039,810 $182.8M
Connor, Clark & Lunn Investment Management Ltd. 0.31% Add +100.3% 2,751,880 $165.4M
Cullen Capital Management, LLC 1.62% Add +3.7% 2,745,360 $165.1M
Hamlin Capital Management, LLC 3.68% Add +11.6% 2,722,721 $163.7M
Thrivent Financial for Lutherans 0.27% Reduce -0.2% 2,643,486 $158.9M
Hotchkis & Wiley Capital Management LLC 0.45% Reduce -2.0% 2,565,840 $154.3M
Barrow Hanley Mewhinney & Strauss LLC 0.46% Reduce -31.1% 2,519,773 $151.5M
American Century Companies Inc. 0.06% Reduce -4.2% 2,336,422 $140.5M
BlackRock, Inc. 0.00% Reduce -1.2% 2,293,405 $137.9M
Citadel Advisors 0.07% Add +622.1% 2,138,036 $128.5M
Jane Street Group, LLC 0.08% Add +492.3% 2,103,480 $126.5M
Equity Investment Corp. 2.29% Add +2.4% 1,996,952 $120.1M
Saratoga Research & Investment Management 6.53% Add +6.0% 1,986,430 $119.4M
Northern Trust Corp. 0.01% Reduce -11.7% 1,850,253 $111.2M
Fiduciary Management Inc. 1.53% Reduce -22.1% 1,786,644 $107.4M
LPL Financial LLC 0.02% Add +4.9% 1,712,505 $103.0M
Federated Hermes, Inc. 0.14% Reduce -10.7% 1,642,701 $98.8M
Two Sigma Investments, LP 0.08% Add +848.6% 1,592,185 $95.7M
Norges Bank 0.01% — 1,583,098 $95.2M
Munich Reinsurance Co Stock Corp in Munich 2.01% Reduce -1.5% 1,531,084 $92.0M
Captrust Financial Advisors 0.14% Reduce -1.7% 1,509,491 $90.8M
Allspring Global Investments Holdings, LLC 0.13% Add +1.9% 1,438,344 $87.6M
Everett Harris & Co. 1.05% Add +0.8% 1,418,743 $85.3M
Natixis Advisors, LLC 0.09% Add +0.5% 1,385,209 $83.3M
Jones Financial Companies LLLP 0.03% Add +3.0% 1,231,031 $74.5M
Cooke & Bieler LP 0.86% Add +71.9% 1,231,189 $74.0M
Renaissance Technologies 0.10% Reduce -0.9% 1,167,336 $70.2M
Qube Research & Technologies Ltd 0.07% Reduce -0.9% 1,062,661 $63.9M
Saturna Capital Corp. 0.77% Add +32.0% 1,048,865 $63.1M
Ameriprise Financial Inc. 0.01% Add +5.8% 1,033,720 $62.1M
Bank of New York Mellon Corp 0.01% Add +11.9% 943,718 $56.7M
UBS Group AG 0.01% Add +0.6% 927,430 $55.8M
Lansforsakringar Fondforvaltning AB (publ) 0.23% New 854,189 $51.3M
First Eagle Investment Management, LLC 0.08% Add +4.5% 842,507 $50.7M
Stifel Financial Corp. 0.04% Add +0.8% 812,563 $48.9M
1832 Asset Management L.P. 0.06% Add +11.2% 803,896 $48.3M
Janney Montgomery Scott LLC 0.09% Add +10.3% 795,511 $47.8M
Brown Advisory Inc. 0.07% Reduce -25.6% 728,942 $43.8M
St. James Investment Company, LLC 6.78% Add +25.2% 710,415 $42.7M
Truist Financial Corp. 0.05% Reduce -24.4% 680,642 $40.9M
Advisors Capital Management, LLC 0.44% Add +4.0% 677,809 $40.7M
First Trust Advisors LP 0.02% Reduce -8.0% 670,102 $40.3M
HRT Financial LP 0.07% New 653,543 $39.3M
GMO 0.09% Add +21.5% 652,686 $39.2M
Cerity Partners LLC 0.05% Reduce -2.0% 633,874 $38.1M
Oppenheimer Asset Management Inc. 0.39% Add +1.3% 630,098 $37.9M
Capital Advisors Inc. 0.56% Reduce -1.0% 629,025 $37.8M
United Capital Financial Advisors, LLC 0.20% Reduce -0.2% 616,409 $37.1M
Victory Capital Management Inc. 0.02% Add +1032.5% 590,086 $35.5M
Chevy Chase Trust Holdings, LLC 0.09% Add +0.2% 589,797 $35.5M
Federation des caisses Desjardins du Quebec 0.11% Add +0.3% 579,027 $34.8M
AQR Capital Management 0.01% Add +123.2% 569,489 $34.2M
Voloridge Investment Management, LLC 0.14% Add +32.9% 566,809 $34.1M
Corient Private Wealth LP 0.04% Add +21.2% 533,030 $32.0M
M&T Bank Corp 0.09% Reduce -2.1% 527,848 $31.7M
Capital Fund Management S.A. 0.21% Reduce -24.5% 490,979 $29.5M
Bank of Montreal 0.01% Add +10.8% 490,089 $29.5M
Assetmark, Inc. 0.05% Add +20.1% 479,181 $28.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +2383.5% 462,402 $27.8M
Holowesko Partners Ltd. 7.00% Add +399.0% 459,600 $27.6M
National Bank of Canada 0.02% Add +2.9% 454,697 $27.3M
Creative Planning 0.02% Add +11.7% 452,555 $27.2M
Trillium Asset Management, LLC 0.83% Reduce -4.4% 447,107 $26.9M
Sei Investments Co. 0.02% Add +2.8% 444,887 $26.7M
Cardinal Capital Management, Inc. 0.64% Add +6.3% 441,818 $26.6M
Trexquant Investment LP 0.16% New 439,074 $26.4M
Freestone Grove Partners LP 0.17% New 423,982 $25.5M
Reynders McVeigh Capital Management, LLC 1.10% Add +36.0% 413,512 $24.9M
HighTower Advisors, LLC 0.02% Reduce -5.9% 410,103 $24.7M
River Road Asset Management, LLC 0.27% Reduce -8.3% 408,941 $24.6M
Quantinno Capital Management LP 0.03% Add +10.4% 397,680 $23.9M
Charles Schwab Investment Management Inc. 0.00% Add +28.8% 390,342 $23.5M
PNC Financial Services Group, Inc. 0.01% Reduce -4.3% 389,025 $23.4M
Factory Mutual Insurance Co. 0.21% New 375,457 $22.6M
Managed Asset Portfolios, LLC 2.58% Add +26.7% 375,179 $22.6M
Clark Estates Inc. 5.13% Add +21.3% 370,000 $22.2M
Cheviot Value Management, LLC 2.25% Add +10.7% 367,496 $22.1M
Compagnie Lombard Odier SCmA 0.23% No change 346,666 $20.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.0% 341,611 $20.5M
Cetera Investment Advisers 0.02% Reduce -2.8% 340,200 $20.5M
Mariner, LLC 0.02% Add +5.3% 336,606 $20.2M
Grandfield & Dodd, LLC 1.05% Reduce -2.0% 333,475 $20.0M
MML Investors Services, LLC 0.04% Add +13.9% 331,756 $19.9M
Kestra Advisory Services, LLC 0.06% Add +180.4% 319,661 $19.2M
Sustainable Growth Advisers, LP 0.18% Reduce -23.4% 310,450 $18.7M
BNP Paribas Financial Markets 0.01% Add +2196.4% 308,413 $18.5M
TD Waterhouse Canada Inc. 0.05% Add +33.7% 288,725 $17.6M
Ingalls & Snyder LLC 0.48% Add +14.9% 290,596 $17.5M
Commonwealth Equity Services, LLC 0.02% Reduce -4.0% 288,656 $17.4M
Mar Vista Investment Partners LLC 1.70% Reduce -17.4% 284,749 $17.1M
Crossmark Global Holdings, Inc. 0.19% Add +11.6% 249,912 $15.0M
TriCert Investment Counsel Inc. 1.37% — 244,804 $14.7M
Cibc World Market Inc. 0.02% Add +3.1% 243,267 $14.6M
Yacktman Asset Management 0.18% Add +20.5% 241,192 $14.5M
Sanders Capital, LLC 0.01% Add +157.2% 235,435 $14.2M
Capital Wealth Planning, LLC 0.07% New 233,777 $14.1M
Vident Advisory, LLC 0.10% Add +5.4% 225,534 $13.6M
Russell Investments Group, Ltd. 0.01% Add +1.7% 224,451 $13.5M
SCS Capital Management LLC 0.13% Add +16.9% 224,254 $13.5M
Tocqueville Asset Management L.P. 0.18% Reduce -52.5% 223,116 $13.4M
Focus Partners Wealth 0.01% Add +10.4% 211,670 $12.7M
ProVise Management Group, LLC 0.84% Add +0.8% 207,550 $12.5M
QV Investors Inc. 0.95% Reduce -2.6% 206,353 $12.4M
Millennium Management 0.01% Reduce -57.8% 202,457 $12.2M
Wallace Capital Management Inc. 1.32% Add +10.5% 200,651 $12.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +24.0% 298,018 $12.0M
Osaic Holdings, Inc. 0.01% Add +10.3% 198,689 $11.9M
M. Kulyk & Associates, LLC 1.88% Reduce -1.1% 191,866 $11.5M
&partners 0.05% Reduce -1.5% 183,094 $11.0M
Eldred Rock Partners, LLC 2.36% Reduce -0.2% 182,828 $11.0M
Scotia Capital Inc. 0.04% Reduce -0.1% 178,344 $10.7M
Manufacturers Life Insurance Company, The 0.01% New 172,056 $10.3M
O'shaughnessy Asset Management, LLC 0.05% Reduce -28.6% 169,546 $10.2M
Modera Wealth Management, LLC 0.11% Reduce -5.2% 167,403 $10.1M
Rockland Trust Co. 0.38% Add +20.3% 162,239 $9.8M
Keystone Financial Planning, Inc. 2.49% Add +5.0% 160,522 $9.7M
Dixon Mitchell Investment Counsel Inc. 0.31% New 160,400 $9.6M
Logan Capital Management Inc. 0.35% — 157,364 $9.5M
NewEdge Advisors, LLC 0.03% Reduce -0.0% 156,080 $9.4M
Point72 Asset Management 0.01% Reduce -68.1% 155,998 $9.4M
Kornitzer Capital Management Inc. 0.20% Reduce -53.3% 155,130 $9.3M
QRG Capital Management, Inc. 0.08% Add +5.1% 154,017 $9.3M
Boston Common Asset Management, LLC 0.54% Reduce -6.7% 152,726 $9.2M
Guardian Capital LP 0.22% Add +4.8% 151,981 $9.1M
American Assets Investment Management, LLC 0.55% No change 151,111 $9.1M
Franklin Resources Inc. 0.00% Reduce -9.5% 148,396 $8.9M
Cary Street Partners Financial LLC 0.19% Add +1.6% 147,131 $8.8M
Levin Capital Strategies, L.P. 0.59% Reduce -2.8% 146,847 $8.8M
Zevin Asset Management LLC 1.23% Reduce -33.6% 145,372 $8.7M
Windle Wealth, LLC 3.42% Add +12.3% 141,375 $8.5M
New England Asset Management Inc. 1.01% Add +36.7% 140,518 $8.4M
Mercer Global Advisors Inc. 0.01% Add +6.0% 138,577 $8.3M
Lowe Brockenbrough & Co. Inc. 0.37% Add +4.5% 138,103 $8.3M
Allworth Financial LP 0.03% Reduce -7.2% 134,968 $8.1M
Destination Wealth Management 0.19% Add +7.3% 134,632 $8.1M
Orion Porfolio Solutions, LLC 0.06% Reduce -21.6% 134,608 $8.1M
Lockheed Martin Investment Management Co. 0.32% Add +3527.0% 134,200 $8.1M
Nicholas Company, Inc. 0.15% Add +3.2% 133,958 $8.1M
Cresset Asset Management, LLC 0.03% Reduce -8.4% 132,793 $8.0M
Systematic Alpha Investments, LLC 0.21% No change 131,449 $7.9M
Sanctuary Advisors, LLC 0.04% Reduce -23.5% 130,254 $7.8M
Moran Wealth Management, LLC 0.21% Add +9.7% 130,112 $7.8M
One Capital Management, LLC 0.22% No change 135,826 $7.7M
Optiver Holding B.V. 0.11% New 127,374 $7.7M
Advocate Group LLC 1.14% Add +16.5% 125,795 $7.6M
Pathstone Holdings, LLC 0.02% Reduce -11.7% 122,888 $7.4M
Cantor Fitzgerald Investment Advisors L.P. 0.50% New 122,201 $7.3M
Waverly Advisors, LLC 0.04% Reduce -0.7% 121,688 $7.3M
Cullen Investment Group, LTD. 0.88% Add +9.0% 121,295 $7.3M
Abc Arbitrage SA 0.78% New 120,651 $7.3M
Neuberger Berman Group LLC 0.00% Reduce -25.6% 115,282 $6.9M
Hilton Capital Management, LLC 0.47% Add +1.6% 114,017 $6.9M
Nixon Peabody Trust Co. 0.48% New 112,184 $6.7M
NewEdge Wealth, LLC 0.07% Add +85.6% 112,085 $6.7M
Gilman Hill Asset Management, LLC 0.93% Add +62.1% 111,932 $6.7M
Liberty One Investment Management, LLC 0.66% Add +21.9% 110,359 $6.6M
Susquehanna International Group, LLP 0.01% Add +71.8% 110,309 $6.6M
Citigroup Inc. 0.00% Reduce -14.2% 108,601 $6.5M
Farther Finance Advisors, LLC 0.05% Add +14.3% 108,261 $6.5M
Graham Capital Management, L.P. 0.25% New 107,642 $6.5M
Martin Capital Partners, LLC 2.36% Add +1.3% 106,785 $6.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.8% 106,169 $6.4M
NorthCrest Asset Manangement, LLC 0.16% Add +5.7% 104,535 $6.4M
Evelyn Partners Group Ltd 0.11% — 105,546 $6.3M
Campbell & CO Investment Adviser LLC 0.33% New 104,675 $6.3M
Empowered Funds, LLC 0.03% Reduce -2.1% 104,549 $6.3M
NewSquare Capital LLC 0.46% Add +4.8% 103,888 $6.2M
Clean Yield Group 1.54% Reduce -6.1% 103,553 $6.2M
US Bancorp \de 0.01% Reduce -24.2% 103,342 $6.2M
DAVENPORT & Co LLC 0.03% Add +0.6% 102,866 $6.2M
Ethic Inc. 0.08% Add +2.1% 100,961 $6.1M
Portland Global Advisors LLC 0.57% Add +2.1% 99,464 $6.0M
Fiduciary Trust Co 0.06% Reduce -6.2% 98,821 $5.9M
Northside Capital Management, LLC 0.49% Reduce -27.8% 98,614 $5.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +27.1% 98,255 $5.9M
Tevis Investment Management 3.23% Add +15.0% 98,231 $5.9M
Stablepoint Partners, LLC 0.81% Add +0.7% 97,951 $5.9M
Savant Capital, LLC 0.02% Add +435.8% 94,330 $5.9M
Bleakley Financial Group, LLC 0.07% Reduce -0.4% 96,802 $5.8M
Baker Chad R 0.94% Add +40.8% 96,377 $5.8M
Coston, McIsaac & Partners 1.16% Add +3.7% 95,582 $5.7M
Todd Asset Management LLC 0.10% Reduce -11.3% 95,495 $5.7M
Zions Bancorporation, National Association 0.34% Reduce -1.1% 94,351 $5.7M
Quantbot Technologies LP 0.22% Add +716.6% 94,264 $5.7M
Atria Investments, Inc 0.06% Reduce -5.6% 93,823 $5.6M
Steward Partners Investment Advisory, LLC 0.03% Add +2.9% 93,046 $5.6M
Allen Capital Group, LLC 0.46% Add +5.9% 92,870 $5.6M
Rockefeller Capital Management L.P. 0.01% Add +1.2% 92,834 $5.6M
Auxier Asset Management LLC 0.75% Reduce -5.6% 92,574 $5.6M
Benjamin Edwards Inc. 0.05% Add +11.2% 92,064 $5.5M
Shufro Rose & Co. LLC 0.32% Add +0.4% 91,925 $5.5M
Hennessy Advisors Inc. 0.17% Reduce -1.8% 91,044 $5.5M
Hamilton Point Investment Advisors, LLC 0.75% Reduce -2.1% 88,808 $5.3M
Lorne Steinberg Wealth Management Inc. 1.10% Add +2.5% 88,776 $5.3M
Aquatic Capital Management LLC 0.18% Add +8.5% 87,114 $5.2M
Butensky & Cohen Financial Security, Inc. 1.29% Add +3.3% 86,756 $5.2M
Atlantic Union Bankshares Corp 0.09% Add +6.6% 86,429 $5.2M
Gradient Investments LLC 0.07% Add +12.8% 86,208 $5.2M
Guyasuta Investment Advisors Inc. 0.27% Reduce -3.2% 86,003 $5.2M
Kavar Capital Partners Group, LLC 0.62% Add +0.2% 83,168 $5.0M
World Investment Advisors 0.08% Reduce -0.2% 87,298 $5.0M
Azzad Asset Management Inc. 0.44% Add +4.3% 82,072 $4.9M
Third View Private Wealth, LLC 0.59% Add +15.9% 79,702 $4.8M
Quadrant Capital Group LLC 0.13% Add +31.2% 79,694 $4.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +8.7% 79,011 $4.8M
Pinkerton Wealth, LLC 0.40% Add +4.4% 81,607 $4.6M
WCG Wealth Advisors LLC 0.11% Reduce -20.4% 76,731 $4.6M
Autumn Glory Partners, LLC 1.28% Add +583.1% 75,070 $4.5M
True Freedom Investing, LLC 0.35% Reduce -0.5% 79,194 $4.5M
Royce & Associates LP 0.04% No change 74,000 $4.4M
Alerus Financial NA 0.19% Reduce -28.4% 73,426 $4.4M
XML Financial, LLC 0.31% Reduce -15.8% 70,415 $4.2M
Founders Financial Securities LLC 0.22% Add +28.3% 70,254 $4.2M
Northstar Asset Management Inc. 1.23% Reduce -27.0% 69,659 $4.2M
Timber Creek Capital Management LLC 0.85% Add +5.0% 69,264 $4.2M
BTC Capital Management, Inc. 0.25% Add +13.7% 68,516 $4.1M
IFP Advisors, Inc 0.07% Add +9.8% 66,896 $4.0M
Keybank National Association 0.01% Reduce -6.7% 66,691 $4.0M
IMC-Chicago, LLC 0.04% Add +137.2% 64,935 $3.9M
Jupiter Topco LLC 0.00% — 64,605 $3.9M
Concurrent Investment Advisors, LLC 0.03% Add +5.2% 64,207 $3.9M
Headinvest, LLC 0.71% Reduce -3.7% 63,608 $3.8M
Becker Capital Management Inc. 0.10% Reduce -8.0% 63,312 $3.8M
Rhumbline Advisers 0.00% Add +8.3% 62,723 $3.8M
CIBC Bancorp USA Inc. 0.00% Add +14.6% 62,067 $3.7M
Aperture Investors, LLC 0.39% No change 61,691 $3.7M
Tudor Investment Corporation 0.02% Reduce -17.2% 61,617 $3.7M
Davis-Rea LTD. 1.05% Add +6.3% 60,960 $3.7M
Dynamic Advisor Solutions LLC 0.10% Add +5.9% 60,884 $3.7M
Heartland Advisors Inc. 0.16% Reduce -0.6% 60,605 $3.6M
TD Private Client Wealth LLC 0.07% Add +0.8% 60,034 $3.6M
DV Equities, LLC 0.51% — 58,240 $3.5M
Slocum, Gordon & Co LLP 2.32% Reduce -10.4% 58,181 $3.5M
Naviter Wealth, LLC 0.32% Add +25.9% 57,809 $3.5M
Beacon Financial Group 0.32% Add +4.6% 57,733 $3.5M
Choreo, LLC 0.04% Add +5.8% 56,994 $3.4M
apricus wealth, LLC 1.61% Add +7.2% 55,965 $3.4M
Mutual Advisors, LLC 0.06% Reduce -1.0% 55,656 $3.3M
Smithbridge Asset Management Inc. 0.45% Reduce -2.5% 55,261 $3.3M
Foresight Capital Management Advisors, Inc. 1.60% Add +10.0% 54,738 $3.3M
Old Port Advisors 0.65% Add +6.5% 54,734 $3.3M
Grey Ledge Advisors, LLC 0.66% Add +10.0% 54,302 $3.3M
DJE Kapital AG 0.06% Reduce -47.1% 54,236 $3.2M
Evergreen Capital Management LLC 0.06% Reduce -24.8% 53,404 $3.2M
Hall Laurie J Trustee 0.99% Add +0.3% 53,097 $3.2M
Mgo One Seven LLC 0.05% Reduce -7.2% 53,039 $3.2M
Stephens Inc. 0.04% Reduce -1.7% 52,960 $3.2M
D.A. Davidson & Co. 0.02% Add +22.9% 52,442 $3.2M
Schonfeld Strategic Advisors LLC 0.02% New 52,311 $3.1M
Advisory Services Network, LLC 0.04% Reduce -13.0% 52,169 $3.1M
Mackenzie Financial Corp. 0.00% Reduce -71.8% 52,076 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.5% 51,887 $3.1M
Gabelli Funds LLC 0.02% Reduce -1.6% 50,777 $3.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -50.1% 50,618 $3.0M
Argent Trust Co 0.09% Reduce -6.9% 49,213 $3.0M
Tweedy, Browne Co LLC 0.22% Reduce -5.0% 49,084 $3.0M
Opal Capital LLC 0.52% Add +14.5% 48,218 $2.9M
TrueMark Investments, LLC 0.36% Add +14.5% 48,218 $2.9M
Callan Family Office, LLC 0.06% Reduce -4.9% 48,017 $2.9M
Anchor Capital Advisors LLC 0.08% Reduce -3.7% 47,704 $2.9M
Abundance Wealth Counselors 0.18% Add +92.9% 46,143 $2.8M
Principal Securities, Inc. 0.03% Reduce -1.6% 45,823 $2.8M
Portside Wealth Group, LLC 0.32% Add +9.7% 45,772 $2.8M
Verdence Capital Advisors LLC 0.14% Reduce -4.9% 45,733 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.5% 45,560 $2.7M
Courier Capital LLC 0.14% Reduce -3.4% 45,308 $2.7M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -7.1% 45,059 $2.7M
CIBC Asset Management Inc 0.01% Reduce -0.6% 45,171 $2.7M
Signaturefd, LLC 0.04% Add +7.9% 44,834 $2.7M
Redmond Asset Management, LLC 0.67% Add +3.0% 44,515 $2.7M
Naples Global Advisors, LLC 0.16% Reduce -1.7% 44,306 $2.7M
Catalyst Capital Advisors LLC 0.04% Add +24.6% 44,303 $2.7M
Benedict Financial Advisors Inc. 0.51% Add +0.5% 43,619 $2.6M
Arax Advisory Partners 0.02% Add +999.2% 43,518 $2.6M
HF Advisory Group, LLC 0.81% Add +21.2% 43,377 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +1.3% 43,224 $2.6M
Merit Financial Group, LLC 0.02% Add +3.1% 43,077 $2.6M
Beacon Bank & Trust 0.49% Reduce -12.0% 42,436 $2.6M
Pathway Financial Advisers, LLC 0.64% Reduce -2.1% 42,173 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.26% Reduce -43.8% 41,736 $2.5M
Americana Partners, LLC 0.06% Add +67.4% 41,181 $2.5M
Entropy Technologies, LP 0.10% New 41,159 $2.5M
Park Avenue Securities LLC 0.02% Reduce -20.4% 40,989 $2.5M
Euro Pacific Asset Management, LLC 0.28% Reduce -1.0% 65,892 $2.5M
HB Wealth Management, LLC 0.01% Reduce -17.3% 40,771 $2.5M
Elevation Point Wealth Partners, LLC 0.05% Reduce -0.4% 40,527 $2.4M
MAI Capital Management 0.01% Add +6.2% 40,411 $2.4M
Columbus Macro, LLC 0.23% Add +3.3% 39,828 $2.4M
Haverford Trust Co 0.02% Reduce -2.5% 39,821 $2.4M
Quadrature Capital Ltd 0.02% New 39,636 $2.4M
Cardinal Capital Management 0.29% Add +5.1% 39,489 $2.4M
Ritholtz Wealth Management 0.04% Add +20.3% 39,344 $2.4M
Klein Pavlis & Peasley Financial, Inc. 1.23% Add +1.3% 39,339 $2.4M
Diversify Advisory Services, LLC 0.04% Add +568.2% 38,407 $2.4M
Diversify Wealth Management, LLC 0.04% Reduce -1.8% 38,407 $2.4M
Pavion Blue Capital, LLC 0.95% Reduce -1.4% 39,095 $2.4M
Regatta Capital Group, LLC 0.32% Add +3.0% 39,086 $2.3M
Temasek Holdings (Private) Ltd 0.01% New 38,926 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.0% 38,745 $2.3M
Summit Trail Advisors, LLC 0.03% Add +3.3% 38,209 $2.3M
Natural Investments, LLC 0.50% Add +0.1% 37,894 $2.3M
Baird Financial Group, Inc. 0.00% Add +4.4% 37,826 $2.3M
Carolina Wealth Advisors, LLC 0.88% Reduce -1.7% 37,516 $2.3M
Auxano Advisors, LLC 0.43% Add +17.6% 37,340 $2.2M
Flow Traders U.S. LLC 0.09% New 37,284 $2.2M
Parr McKnight Wealth Management Group, LLC 0.26% Reduce -9.8% 36,977 $2.2M
SALT Holding Corp. 1.18% New 36,900 $2.2M
FSB Premier Wealth Management, Inc. 0.62% Add +1.0% 36,827 $2.2M
Pinnacle Associates Ltd. 0.02% Reduce -1.2% 36,793 $2.2M
Wilmington Savings Fund Society, FSB 0.05% Reduce -13.3% 36,760 $2.2M
Ieq Capital, LLC 0.01% Reduce -14.0% 36,509 $2.2M
Barclays PLC 0.00% Reduce -80.2% 36,381 $2.2M
Lineweaver Wealth Advisors, LLC 0.26% Add +18.6% 36,226 $2.2M
Three Bridge Wealth Advisors, LLC 0.54% Add +17.0% 36,080 $2.2M
Moors & Cabot, Inc. 0.08% Reduce -3.2% 35,923 $2.2M
Aviso Financial Inc. 0.07% Add +7.3% 35,248 $2.1M
Caprock Group, LLC 0.04% Reduce -13.9% 35,089 $2.1M
Norden Group LLC 0.17% Add +2.6% 34,916 $2.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -21.4% 34,743 $2.1M
Kanawha Capital Management LLC 0.14% Reduce -4.8% 34,651 $2.1M
Fulton Bank, N.A. 0.06% Add +0.8% 34,531 $2.1M
Kennon-Green & Company, LLC 1.60% Reduce -5.8% 34,233 $2.1M
Vise Technologies, Inc. 0.02% Add +3.0% 34,199 $2.1M
Lido Advisors, LLC 0.01% Add +1.5% 34,061 $2.0M
SkyOak Wealth, LLC 0.33% Reduce -4.7% 33,380 $2.0M
Great Valley Advisor Group, Inc. 0.03% Add +11.6% 33,137 $2.0M
44 Wealth Management LLC 0.66% Reduce -3.7% 33,027 $2.0M
Royal Palms Capital LLC 1.74% Reduce -16.2% 32,992 $2.0M
Arvest Bank Trust Division 0.10% Reduce -8.1% 32,897 $2.0M
Callahan Advisors, LLC 0.15% No change 32,651 $2.0M
State Street Corp. 0.00% No change 32,014 $1.9M
Deutsche Bank AG 0.00% Reduce -7.7% 31,727 $1.9M
Capital Financial Group Inc\co\ 0.99% Add +70.8% 31,373 $1.9M
Global Retirement Partners, LLC 0.03% — 31,004 $1.9M
Lester Murray Antman dba SimplyRich 0.43% Add +9.2% 30,646 $1.8M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -0.3% 30,612 $1.8M
Vestmark Advisory Solutions, Inc. 0.02% Add +25.1% 30,526 $1.8M
Guardian Wealth Management, Inc. 0.89% Add +6.5% 30,172 $1.8M
Quadcap Wealth Management, LLC 0.17% Add +6.2% 29,805 $1.8M
Townsend & Associates, Inc 0.15% Add +4.6% 28,756 $1.8M
Optimist Retirement Group LLC 0.69% Add +0.9% 29,576 $1.8M
Guardian Partners Inc. 0.16% Reduce -34.0% 29,424 $1.8M
Anchor Investment Management, LLC 0.13% Reduce -14.7% 29,375 $1.8M
Oppenheimer & Co. Inc. 0.02% Reduce -10.9% 29,087 $1.7M
Westhampton Capital, LLC 0.72% Reduce -0.6% 28,960 $1.7M
Bridges Investment Management Inc. 0.02% Add +131.3% 28,576 $1.7M
Altman Advisors, Inc. 0.61% Reduce -2.4% 28,401 $1.7M
Glenmede Trust Co. NA 0.01% Reduce -19.8% 28,355 $1.7M
Earnest Partners LLC 0.01% Reduce -1.6% 28,350 $1.7M
Regions Financial Corp. 0.01% Reduce -8.4% 28,041 $1.7M
Drexel Morgan & Co. 0.23% No change 27,881 $1.7M
Peapack Gladstone Financial Corp. 0.02% Reduce -6.3% 27,800 $1.7M
ICW Investment Advisors LLC 0.58% Add +0.2% 27,684 $1.7M
Parallel Advisors, LLC 0.03% Add +24.2% 27,572 $1.7M
Private Advisor Group, LLC 0.01% Reduce -52.9% 27,378 $1.6M
Arkadios Wealth Advisors 0.03% Reduce -12.4% 27,322 $1.6M
Trust Co. of Vermont 0.06% — 26,809 $1.6M
RBF Capital, LLC 0.07% No change 26,666 $1.6M
Ancora Advisors LLC 0.03% Reduce -7.4% 26,358 $1.6M
Raleigh Capital Management Inc. 0.50% Reduce -0.1% 26,169 $1.6M
Value Partners Investments Inc. 0.11% Add +18.4% 26,001 $1.6M
Aptus Capital Advisors, LLC 0.01% Reduce -0.7% 25,854 $1.6M
Pacifica Partners Inc. 0.46% Add +1.9% 24,447 $1.5M
Intrust Bank NA 0.11% Reduce -6.3% 25,353 $1.5M
Pullen Investment Management, LLC 0.70% Add +1.0% 25,157 $1.5M
Harbour Investments, Inc. 0.02% Add +11.6% 24,966 $1.5M
Aaron Wealth Advisors LLC 0.08% Add +2.4% 24,957 $1.5M
First Bank & Trust 0.22% Reduce -4.2% 24,894 $1.5M
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.5% 24,792 $1.5M
Ballentine Partners, LLC 0.02% Add +32.8% 24,703 $1.5M
KCM Investment Advisors LLC 0.04% No change 24,344 $1.5M
Voya Financial Advisors, Inc. 0.13% Reduce -11.2% 23,772 $1.5M
Arvest Investments, Inc. 0.18% Reduce -2.3% 24,153 $1.5M
Spirepoint Private Client, LLC 0.12% Reduce -4.9% 23,965 $1.4M
Avidian Wealth Enterprises, LLC 0.04% Add +11.0% 23,959 $1.4M
Huntington National Bank 0.01% Add +1.4% 23,826 $1.4M
Tectonic Advisors LLC 0.07% Add +21.5% 23,818 $1.4M
Capstone Financial Advisors, Inc. 0.07% Reduce -0.3% 23,571 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +386900.0% 23,220 $1.4M
Commerce Bank 0.01% Reduce -3.0% 23,180 $1.4M
Dakota Wealth Management 0.03% Reduce -31.6% 22,856 $1.4M
Delta Capital Management LLC 0.64% Add +6.2% 22,807 $1.4M
Compound Planning, Inc. 0.04% Reduce -17.2% 22,337 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -10.9% 22,260 $1.3M
Hedges Asset Management LLC 0.87% — 22,150 $1.3M
GAMMA Investing LLC 0.05% Add +46.4% 22,077 $1.3M
LOM Asset Management Ltd 0.34% Add +0.3% 21,761 $1.3M
PCM Encore, LLC 0.23% Reduce -2.3% 21,655 $1.3M
Wealth Alliance, LLC 0.11% Reduce -24.7% 21,528 $1.3M
Keystone Financial Group 0.08% Add +4.7% 21,400 $1.3M
Ativo Capital Management LLC 0.98% Add +0.0% 21,207 $1.3M
Headlands Technologies LLC 0.13% Add +126.6% 20,770 $1.2M
Nwam LLC 0.06% Add +72.2% 20,558 $1.2M
Tidal Investments LLC 0.00% Add +26.4% 20,441 $1.2M
Great Lakes Retirement, Inc. 0.11% Add +16.1% 20,295 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -2.1% 20,117 $1.2M
Smartleaf Asset Management LLC 0.04% No change 19,734 $1.2M
Aviance Capital Partners, LLC 0.12% Add +0.9% 19,862 $1.2M
Hurley Capital, LLC 0.61% Reduce -7.6% 19,653 $1.2M
Aua Capital Management, LLC 0.54% No change 19,539 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -19.1% 19,377 $1.2M
J.W. Cole Advisors, Inc. 0.02% New 19,122 $1.1M
Raelipskie Partnership 0.43% No change 19,018 $1.1M
Crux Wealth Advisors 0.39% Reduce -3.1% 18,823 $1.1M
Kimelman & Baird, LLC 0.08% No change 18,796 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -2.1% 18,802 $1.1M
Smart Money Group LLC 0.29% Add +9.7% 18,734 $1.1M
Salvus Wealth Management, LLC 0.62% Add +29.6% 18,427 $1.1M
Frank, Rimerman Advisors LLC 0.06% Add +238.7% 18,413 $1.1M
GeoWealth Management, LLC 0.03% Add +3.0% 18,370 $1.1M
Berkeley Capital Partners, LLC 0.23% Add +2.8% 18,359 $1.1M
Leith Wheeler Investment Counsel Ltd. 0.08% Add +3.5% 18,207 $1.1M
Hennion & Walsh Asset Management, Inc. 0.03% Add +2.3% 18,170 $1.1M
Burkett Asset Management Ltd 1.02% Add +28.6% 18,166 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.40% Add +3.8% 18,140 $1.1M
Tred Avon Family Wealth, LLC 0.33% Add +35.0% 18,078 $1.1M
Radnor Capital Management, LLC 0.15% No change 17,905 $1.1M
Parrish Capital LLC 1.04% Reduce -10.2% 17,871 $1.1M
Avior Wealth Management, LLC 0.03% Add +68.7% 17,769 $1.1M
SBI Securities Co., Ltd. 0.02% Reduce -2.9% 17,718 $1.1M
Permanent Capital Management, LP 0.14% Add +0.0% 17,648 $1.1M
Dorsey & Whitney Trust CO LLC 0.05% Add +0.8% 17,548 $1.1M
Midwest Trust Co 0.01% Reduce -1.8% 17,508 $1.1M
Snowden Capital Advisors LLC 0.02% Reduce -77.0% 17,454 $1.0M
Everstar Asset Management, LLC 0.51% Add +23.8% 17,444 $1.0M
Advisors Asset Management, Inc. 0.02% Reduce -13.7% 17,343 $1.0M
EP Wealth Advisors, LLC 0.00% Add +14.4% 17,205 $1.0M
GoalVest Advisory LLC 0.19% Add +2.7% 17,173 $1.0M
Ausdal Financial Partners, Inc. 0.04% Add +8.9% 17,061 $1.0M
Ellevest, Inc. 0.12% Add +7.9% 16,972 $1.0M
Confluence Investment Management LLC 0.02% Add +9.3% 16,848 $1.0M
Invesco Ltd. 0.00% Add +12.1% 16,753 $1.0M
Mosaic Family Wealth Partners, LLC 0.07% Add +71.3% 16,724 $1.0M
Rodgers Brothers Inc. 0.10% Reduce -3.8% 16,719 $1.0M
HM Payson & Co. 0.01% No change 16,695 $1.0M
Chesapeake Asset Management LLC 0.77% No change 16,658 $1.0M
Unique Wealth Strategies, LLC 0.36% Add +0.3% 16,625 $1000K
Meriwether Wealth & Planning, LLC 0.49% Add +3.4% 16,521 $993K
Jain Global LLC 0.01% New 16,512 $993K
Baker Tilly Wealth Management, LLC 0.21% Reduce -5.5% 16,455 $989K
Eastern Bank 0.02% Reduce -75.7% 16,440 $988K
Mission Wealth Management, LP 0.01% Add +75.2% 16,419 $987K
Legacy Capital Wealth Partners, LLC 0.19% Reduce -0.5% 16,407 $986K
Choate Investment Advisors 0.02% Reduce -5.1% 16,286 $979K
Keystone Financial Services 0.25% Add +1.9% 16,254 $977K
New York State Common Retirement Fund 0.00% Add +580.4% 16,228 $976K
Columbia Asset Management 0.17% Reduce -7.5% 16,135 $970K
Engineers Gate Manager LP 0.01% New 16,110 $969K
Northstar Group, Inc. 0.13% No change 16,099 $968K
Fourpath Capital Management, LLC 0.13% Add +13.0% 16,040 $964K
Applied Finance Capital Management, LLC 0.07% Add +3.1% 16,034 $964K
R Squared Ltd 0.50% New 15,960 $960K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.0% 15,865 $954K
AE Wealth Management LLC 0.00% Add +3.0% 15,852 $953K
Oxbow Advisors, LLC 0.08% No change 15,716 $945K
Guggenheim Capital LLC 0.01% Add +5.3% 15,705 $944K
Inlet Private Wealth, LLC 0.23% Reduce -11.2% 15,552 $935K
SevenBridge Financial Group, LLC 0.14% Reduce -1.6% 14,743 $928K
Roehl & Yi Investment Advisors, LLC 0.30% Reduce -13.0% 15,274 $918K
Twin City Private Wealth, LLC 0.64% Add +2.5% 15,094 $907K
Joel Isaacson & Co., LLC 0.03% Reduce -1.0% 15,085 $907K
Future Fund LLC 0.26% Add +1.3% 15,001 $902K
Limestone Investment Advisors LP 0.45% No change 15,000 $902K
Harrell Investment Partners, LLC 0.19% Add +23.7% 14,898 $896K
Pinnacle Financial Partners, Inc. 0.01% Reduce -60.5% 14,895 $896K
Checchi Capital Advisers, LLC 0.06% Reduce -5.5% 14,835 $892K
Essex Financial Services, Inc. 0.04% Add +4.0% 14,779 $888K
Lane Brothers & Co. Inc. 0.58% Add +0.2% 14,635 $880K
Centiva Capital, LP 0.03% New 14,632 $880K
Wynn Capital, LLC 0.39% Add +0.3% 14,596 $878K
Thompson Siegel & Walmsley LLC 0.02% Reduce -19.2% 14,572 $876K
Bailard, Inc. 0.02% Add +8.4% 14,547 $875K
Two Sigma Securities, LLC 0.08% New 14,546 $875K
Jeppson Wealth Management, LLC 0.25% Reduce -16.1% 14,294 $859K
Sigma Planning Corp 0.02% Add +17.8% 14,237 $856K
EPG Wealth Management LLC 0.20% Add +10.1% 14,180 $853K
PFG Investments, LLC 0.03% Add +27.1% 14,129 $849K
Blue Trust, Inc. 0.01% Add +6.6% 13,959 $839K
LCM Capital Management Inc 0.37% Add +1.9% 13,938 $838K
Integrated Quantitative Investments LLC 0.14% New 13,843 $832K
Coldstream Capital Management Inc. 0.01% Add +0.7% 13,778 $828K
Curbstone Financial Management Corp 0.14% Add +1.3% 13,684 $823K
Leisure Capital Management 0.26% Add +1.0% 13,661 $821K
Manchester Capital Management LLC 0.11% Add +0.8% 13,536 $814K
Fox Run Management, L.L.C. 0.13% Add +17.0% 13,400 $806K
Welch & Forbes LLC 0.01% Add +0.4% 13,324 $801K
Qtron Investments LLC 0.11% Reduce -15.6% 13,285 $799K
Integrated Wealth Concepts LLC 0.01% Reduce -18.8% 13,127 $789K
Syon Capital LLC 0.03% Reduce -9.3% 13,024 $783K
Weatherly Asset Management L. P. 0.06% Reduce -12.6% 12,978 $780K
Rwa Wealth Partners, LLC 0.01% Reduce -2.2% 12,964 $779K
Hartford Funds Management Co LLC 0.06% Reduce -7.4% 12,896 $775K
Waldron Private Wealth LLC 0.03% Reduce -14.9% 12,893 $775K
Level Four Advisory Services, LLC 0.02% Reduce -5.8% 12,861 $773K
Bank of Nova Scotia Trust Co. 0.06% Reduce -23.6% 12,833 $772K
Bollard Group LLC 0.02% Reduce -16.3% 12,821 $771K
Potentia Wealth 0.32% No change 12,798 $769K
Modern Wealth Management, LLC 0.01% Add +5.8% 12,585 $757K
Riverwater Partners LLC 0.22% Add +10.1% 12,581 $756K
OneDigital Investment Advisors LLC 0.01% Reduce -31.1% 12,552 $755K
Clearstead Advisors, LLC 0.01% Add +1654.4% 12,509 $752K
Group One Trading LLC 0.02% Add +15.7% 12,477 $750K
Narwhal Capital Management 0.05% Reduce -36.9% 12,398 $745K
First Pacific Financial 0.09% Reduce -2.9% 12,299 $739K
North Star Investment Management Corp. 0.04% Add +0.5% 12,239 $736K
CMH Wealth Management LLC 0.11% Reduce -28.3% 12,103 $728K
Jump Financial, LLC 0.01% Add +161.0% 12,005 $722K
Larson Financial Group LLC 0.02% Add +3.4% 11,853 $713K
Excalibur Management Corp. 0.23% Add +0.4% 11,839 $712K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -1.7% 11,834 $711K
Profund Advisors LLC 0.02% Reduce -2.8% 11,787 $709K
Squarepoint Ops LLC 0.00% Reduce -19.6% 11,757 $707K
Insigneo Advisory Services, LLC 0.03% Reduce -8.1% 11,738 $706K
Strategic Investment Advisors / MI 0.04% Reduce -13.0% 11,705 $704K
NorthRock Partners, LLC 0.01% Add +25.0% 11,621 $699K
Beutel, Goodman & Co Ltd. 0.01% Add +23.3% 11,572 $695K
Wealthspire Advisors, LLC 0.00% Add +7.4% 11,536 $694K
Axxcess Wealth Management, LLC 0.01% New 11,524 $693K
Israel Discount Bank of New York 1.27% No change 11,448 $688K
Allen Wealth Management, LLC 0.33% Reduce -24.3% 11,401 $685K
Northeast Investment Management 0.03% Reduce -0.0% 11,377 $684K
Regal Investment Advisors LLC 0.04% Add +4.5% 11,330 $681K
Hilltop Holdings Inc. 0.06% New 11,302 $679K
Ceera Investments, LLC 0.29% Reduce -0.3% 11,301 $679K
DRW Securities, LLC 0.04% Add +46.9% 11,201 $673K
Mezzasalma Advisors, LLC 0.13% Add +11.0% 11,129 $669K
Conning Inc. 0.02% Add +14.8% 11,049 $664K
Sandy Cove Advisors, LLC 0.17% Add +2.3% 10,969 $659K
Tower Bridge Advisors 0.06% Reduce -0.4% 10,954 $659K
Fortress Private Ledger, LLC 0.18% Add +18.3% 10,950 $658K
Greenleaf Trust 0.01% Reduce -17.4% 10,923 $657K
Alliancebernstein L.P. 0.00% Add +3.1% 11,496 $655K
River Wealth Advisors LLC 0.07% Reduce -4.9% 10,881 $654K
Trust Point Inc. 0.06% Reduce -16.2% 10,860 $653K
Legacy Capital Group California, Inc. 0.19% Add +18.6% 10,687 $643K
Stratos Wealth Partners, LTD. 0.01% Add +17.0% 10,681 $642K
SGL Investment Advisors, Inc. 0.22% Add +1.6% 10,169 $639K
Focus Partners Advisor Solutions, LLC 0.01% Add +11.7% 10,610 $638K
Hancock Whitney Corp. 0.01% Reduce -12.9% 10,541 $634K
Atom Investors LP 0.06% New 10,497 $631K
Brighton Jones LLC 0.01% Add +16.3% 10,392 $625K
FourThought Financial Partners, LLC 0.05% Add +9.3% 10,375 $624K
Valeo Financial Advisors, LLC 0.01% Add +6.7% 10,245 $616K
Diversified Trust Co. 0.01% Reduce -4.9% 10,231 $615K
Peoples Bank 0.60% No change 10,216 $614K
Navellier & Associates Inc. 0.05% No change 10,215 $614K
Versant Capital Management, Inc 0.05% Reduce -17.8% 10,194 $613K
Cozad Asset Management Inc. 0.04% Add +8.4% 10,184 $612K
Kathmere Capital Management, LLC 0.03% Add +20.1% 10,118 $608K
Bluespring Wealth Management, LLC 0.01% New 10,010 $602K
PDS Planning, Inc 0.03% Add +8.0% 10,006 $602K
Alliance Wealth Advisors, LLC 0.11% Reduce -2.1% 9,991 $601K
Red Door Wealth Management, LLC 0.05% Add +78.1% 9,987 $600K
Chapman Financial Group, LLC 0.40% Add +1083.5% 9,977 $600K
Investment Research Partners LLC 0.20% Add +33.4% 9,975 $600K
Thoroughbred Financial Services, LLC 0.03% Reduce -3.9% 9,951 $598K
Independent Advisor Alliance 0.01% Reduce -2.5% 9,910 $596K
Phillips Wealth Planners LLC 0.41% Reduce -0.6% 8,955 $562K
GAMCO Investors 0.01% Reduce -0.3% 9,336 $561K
Xponance LLC 0.00% Add +110.0% 9,231 $555K
Tranquilli Financial Advisor LLC 0.30% Add +3.8% 9,172 $551K
May Hill Capital, LLC 0.11% Add +51.6% 9,148 $550K
Resonant Capital Advisors, LLC 0.03% Add +40.7% 9,118 $548K
Gryphon Financial Partners LLC 0.05% Add +11.4% 9,079 $546K
Rathbones Group PLC 0.00% No change 9,002 $541K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -37.7% 8,975 $540K
Cohen Investment Advisors LLC 0.24% Add +32.4% 8,938 $537K
Flputnam Investment Management Co. 0.01% Reduce -5.7% 8,929 $537K
Keudell/Morrison Wealth Management 0.10% Add +4.6% 8,875 $534K
Garrett Wealth Advisory Group, LLC 0.08% Reduce -5.7% 8,838 $531K
SPWM Advisors LLC 0.49% Reduce -23.9% 8,483 $529K
Brown Brothers Harriman & Co. 0.00% Add +12.4% 8,770 $527K
1900 Wealth Management LLC 0.03% Add +9.3% 8,763 $527K
Anchyra Partners LLC 0.13% Reduce -17.9% 8,722 $524K
Quotient Wealth Partners, LLC 0.01% Add +20.8% 8,702 $523K
Cornerstone Wealth Management, LLC 0.02% Add +36.2% 8,699 $523K
Bond & Devick Financial Network, Inc. 0.13% No change 8,697 $523K
Kingsview Wealth Management, LLC 0.01% Reduce -13.2% 8,668 $521K
Great Diamond Partners, LLC 0.09% Reduce -2.5% 8,560 $515K
Old North State Trust, LLC 0.26% Reduce -8.7% 8,549 $514K
Hanson & Doremus Investment Management 0.05% New 8,544 $514K
Ascent Group, LLC 0.02% Reduce -6.3% 8,542 $514K
Jennison Associates LLC 0.00% Reduce -98.9% 8,490 $510K
SmartHarvest Portfolios, LLC 0.17% Add +59.0% 8,489 $510K
Pinion Investment Advisors, LLC 0.10% Add +4.7% 8,485 $510K
Bessemer Group Inc. 0.00% Reduce -6.3% 8,486 $510K
Principle Wealth Partners LLC 0.03% Add +5.7% 8,473 $509K
Range Financial Group LLC 0.14% Add +9.2% 8,396 $505K
Gallacher Capital Management LLC 0.28% Add +2.7% 8,371 $503K
Jacobi Capital Management LLC 0.02% Add +3.8% 8,355 $502K
Sagespring Wealth Partners, LLC 0.01% Reduce -16.1% 8,337 $501K
Perigon Wealth Management, LLC 0.01% Reduce -17.6% 8,309 $500K
Cerro Pacific Wealth Advisors LLC 0.11% Add +15.8% 8,277 $498K
DecisionMap Wealth Management, LLC 0.28% Add +1.5% 8,273 $497K
Ignite Planners, LLC 0.07% Add +4.1% 8,228 $495K
Transamerica Financial Advisors, LLC 0.04% Add +6.2% 8,215 $494K
Parsons Capital Management Inc. 0.02% Reduce -72.6% 8,163 $491K
Prosperity Consulting Group, LLC 0.02% Reduce -2.8% 8,163 $491K
Malaga Cove Capital, LLC 0.16% Reduce -6.0% 8,139 $489K
Spinnaker Trust 0.02% Add +2.6% 8,106 $487K
RS Crum Inc. 0.09% Add +4.5% 8,100 $487K
J.Safra Asset Management Corp 0.02% Add +5.5% 8,071 $485K
AlphaCore Capital LLC 0.01% Add +18.0% 8,060 $485K
Boston Trust Walden Corp 0.00% Add +1.3% 8,054 $484K
Sage Rhino Capital LLC 0.08% Reduce -0.5% 7,993 $481K
PAX Financial Group, LLC 0.07% Reduce -15.3% 7,935 $477K
Private Trust Co. NA 0.04% New 7,917 $476K
Glenview Trust Co 0.01% Reduce -1.7% 7,915 $476K
Kintra Wealth, LLC 0.02% New 7,568 $474K
Revisor Wealth Management LLC 0.11% Reduce -1.6% 7,888 $474K
Sivia Capital Partners, LLC 0.06% Reduce -55.8% 7,888 $474K
Banco de Sabadell, S.A 0.28% Reduce -0.4% 7,834 $474K
Independence Bank of Kentucky 0.05% Reduce -2.2% 7,850 $472K
Dickmeyer Boyce Financial Management, Inc. 0.24% Reduce -11.8% 7,816 $470K
Sterling Capital Management LLC 0.01% Reduce -1.1% 7,803 $469K
Chicago Capital, LLC 0.01% Reduce -1.7% 7,736 $465K
Aprio Wealth Management, LLC 0.02% Reduce -0.2% 7,726 $464K
Silvercrest Asset Management Group LLC 0.00% Reduce -75.0% 7,717 $464K
Clare Market Investments LLC 0.08% Reduce -5.4% 7,698 $463K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +3.9% 7,658 $460K
BIP Wealth, LLC 0.01% Add +0.7% 7,625 $458K
Powers Advisory Group, LLC 0.14% Reduce -0.4% 7,574 $455K
Evolve Private Wealth, LLC 0.03% Add +69.0% 7,564 $455K
Peregrine Asset Advisers, Inc. 0.10% No change 7,550 $454K
Meadowbrook Advisors Group, LLC 0.24% New 7,520 $452K
Daymark Wealth Partners, LLC 0.01% Add +6.5% 7,483 $450K
HSBC Holdings PLC 0.00% Reduce -0.5% 7,479 $449K
West Family Investments, Inc. 0.13% Reduce -11.2% 7,457 $448K
VestGen Advisors, LLC 0.01% Add +16.4% 7,449 $448K
Williams Jones Wealth Management, LLC. 0.01% No change 7,398 $445K
Intrua Financial, LLC 0.04% Add +40.6% 7,384 $444K
Precision Wealth Strategies, LLC 0.13% Reduce -9.8% 7,380 $444K
South Shore Capital Advisors 0.29% Reduce -19.2% 7,319 $440K
Advisortrust Partners, LLC 0.15% Add +5.8% 7,307 $439K
Rexford Capital Inc. 0.27% New 7,227 $434K
Value Investment Professionals, LLC 0.36% No change 7,196 $433K
B. Riley Wealth Advisors, Inc. 0.02% Add +17.4% 7,047 $431K
Novem Group 0.04% Reduce -4.3% 7,140 $429K
BridgePort Financial Solutions, LLC 0.11% Add +5.1% 7,105 $427K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -5.0% 7,087 $426K
Dearborn Partners LLC 0.02% No change 7,086 $426K
Fiera Capital Corp 0.00% Add +13.1% 7,075 $425K
Global View Capital Management LLC 0.09% Reduce -5.7% 7,056 $424K
Gilpin Wealth Management, LLC 0.29% Reduce -2.5% 7,046 $424K
Beese Fulmer Investment Management, Inc. 0.02% Add +2.3% 7,045 $424K
Landaas & Co. /Wi 0.08% New 7,032 $423K
Henshaw Capital LLC 0.01% No change 7,031 $423K
Allen Investment Management, LLC 0.01% No change 7,025 $422K
UMB Bank, n.a. 0.01% Reduce -26.3% 7,014 $422K
FLC Capital Advisors 0.07% Reduce -33.7% 6,993 $420K
Manske Wealth Management 0.10% Reduce -1.2% 6,958 $418K
Frec Markets, Inc. 0.04% Add +32.1% 6,923 $416K
Capital Investment Advisory Services, LLC 0.03% Reduce -1.4% 6,914 $416K
Carnegie Investment Counsel 0.01% Reduce -3.2% 6,907 $415K
Woodmont Investment Counsel LLC 0.02% Add +0.4% 6,870 $413K
Absher Wealth Management, LLC 0.05% Add +16.1% 6,862 $413K
OpenArc Corporate Advisory, LLC 0.00% Reduce -13.3% 6,835 $411K
Twelve Points Wealth Management LLC 0.08% Reduce -1.8% 6,821 $410K
Clifford Swan Investment Counsel LLC 0.01% No change 6,775 $407K
Mather Group, Llc. 0.00% Add +4.8% 6,773 $407K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +14.7% 6,764 $407K
RD Lewis Holdings, Inc. 0.30% Add +18.8% 6,512 $406K
Searle & Co. 0.09% No change 6,666 $401K
Cornerstone Wealth Group, LLC 0.02% Add +12.6% 6,643 $399K
HBK Sorce Advisory LLC 0.01% Add +3.1% 6,191 $399K
Prospera Financial Services Inc 0.01% Reduce -17.5% 6,602 $397K
Hunter Associates Investment Management LLC 0.05% No change 6,606 $397K
Breakwater Capital Group 0.05% Reduce -21.4% 6,583 $396K
Roman Butler Fullerton & Co. 0.09% No change 6,741 $393K
Knightsbridge Asset Management, LLC 0.05% Add +9.4% 6,526 $392K
Dana Investment Advisors, Inc. 0.01% Reduce -16.1% 6,518 $392K
Roundview Capital LLC 0.02% Reduce -23.6% 6,515 $392K
United Advisor Group, LLC 0.04% Add +12.7% 6,471 $389K
Jackson Thornton Wealth Management, LLC 0.03% Add +36.4% 6,456 $388K
Diversified Management Inc. 0.08% Reduce -82.8% 6,436 $387K
Hilltop National Bank 0.08% Reduce -2.0% 6,433 $387K
Indivisible Partners 0.02% Add +57.8% 6,384 $384K
Octavia Wealth Advisors, LLC 0.03% Reduce -12.3% 6,383 $384K
New Wave Wealth Advisors LLC 0.10% Add +37.5% 6,351 $382K
Brookstone Capital Management 0.00% Add +12.3% 6,319 $380K
Lantz Financial LLC 0.07% Add +2.0% 6,318 $380K
Lanark Financial, Inc. 0.03% Reduce -4.4% 6,254 $376K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.6% 6,254 $376K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% Reduce -2.3% 6,239 $375K
Hazlett, Burt & Watson, Inc. 0.10% Add +20.7% 6,212 $373K
WealthTrust Axiom LLC 0.08% Add +0.5% 6,186 $372K
Savvy Advisors, Inc. 0.01% Add +11.7% 6,178 $371K
Farringdon Capital, Ltd. 0.18% New 6,161 $370K
Townsquare Capital LLC 0.07% Add +6.4% 6,107 $367K
Wescott Financial Advisory Group, LLC 0.03% Reduce -2.8% 6,105 $367K
Calydon Capital 0.05% Reduce -4.2% 6,099 $367K
Summit Financial, LLC 0.00% Reduce -0.2% 6,091 $366K
Laurel Oak Wealth Management, LLC 0.05% Add +5.3% 6,062 $364K
Avail Investment Partners, LLC 0.28% New 6,038 $363K
Shelton Capital Management 0.01% Add +4.0% 6,022 $362K
Cetera Trust Company, N.A 0.18% Add +1.5% 6,020 $362K
Ti-Trust, Inc. 0.19% No change 5,888 $354K
Centaurus Financial, Inc. 0.01% Reduce -8.4% 5,826 $350K
Equitable Holdings, Inc. 0.00% Reduce -42.9% 5,810 $349K
Port Capital LLC 0.01% No change 5,777 $347K
HUB Investment Partners, LLC 0.01% Reduce -0.1% 5,771 $347K
O'Brien Greene & Co. Inc 0.10% No change 5,758 $346K
Blake Schutter Theil Wealth Advisors, LLC 0.23% No change 5,754 $346K
Drive Wealth Management, LLC 0.06% Add +28.9% 5,752 $346K
Park Place Capital Corp 0.05% Reduce -16.2% 5,723 $344K
Griffith & Werner, Inc. 0.16% No change 5,713 $343K
Traveka Wealth, LLC 0.11% Add +23.5% 5,645 $339K
Franklin Street Advisors Inc. 0.02% Add +14.9% 5,642 $339K
Sepio Capital, LP 0.02% Reduce -6.6% 5,640 $339K
Axiom Investment Management LLC 0.23% Add +7.5% 5,614 $338K
Crescent Grove Advisors, LLC 0.03% Add +1.0% 5,596 $336K
Pine Haven Investment Counsel, Inc 0.23% Reduce -1.6% 5,570 $335K
Douglas Lane & Associates, LLC 0.00% No change 5,535 $333K
Fidelis Capital Partners, LLC 0.02% Reduce -14.6% 5,528 $332K
Basecamp Wealth Advisors LLC 0.06% Reduce -0.7% 5,525 $332K
Keebeck Wealth Management 0.03% Add +32.4% 5,497 $330K
Smithfield Trust Co 0.01% Reduce -2.6% 5,437 $329K
New Republic Capital, LLC 0.08% Reduce -16.7% 5,460 $328K
Pure Financial Advisors, LLC 0.00% Reduce -28.8% 5,454 $328K
Focused Alpha, LLC 0.08% Add +12.8% 5,432 $327K
First Horizon Corp. 0.01% Add +6.1% 5,424 $326K
IHT Wealth Management, LLC 0.01% New 5,422 $326K
Moneta Group Investment Advisors LLC 0.00% Add +0.8% 5,414 $325K
Wedbush Securities Inc. 0.01% Reduce -27.2% 5,412 $325K
Code Waechter LLC 0.17% Add +8.6% 5,403 $325K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -3.4% 5,398 $325K
Trek Financial, LLC 0.02% New 5,387 $324K
Wellspring Financial Advisors, LLC 0.02% Reduce -14.3% 5,378 $324K
IFG Advisory, LLC 0.01% Add +934.9% 5,340 $321K
Phocas Financial Corp. 0.04% No change 5,333 $321K
Simon Quick Advisors, LLC 0.01% Add +17.4% 5,308 $319K
Parkside Financial Bank & Trust 0.02% Reduce -1.0% 5,306 $319K
Bedel Financial Consulting, Inc. 0.03% Reduce -8.1% 5,298 $319K
Aspen Grove Capital, LLC 0.05% Add +28.8% 5,263 $317K
Dodge & Cox 0.00% No change 5,243 $315K
Fca Corp. 0.08% Reduce -16.1% 5,222 $314K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.3% 5,196 $312K
Ironsides Asset Advisors, LLC 0.07% No change 5,187 $312K
Sowell Financial Services LLC 0.01% Reduce -8.7% 5,167 $311K
Mattson Financial Services, LLC 0.06% Add +15.5% 4,898 $307K
Advyzon Investment Management, LLC 0.02% Add +16.1% 5,108 $307K
Gentry Private Wealth, LLC 0.16% Add +0.6% 5,082 $306K
Cove Private Wealth, LLC 0.06% New 5,065 $305K
Optas, LLC 0.04% Reduce -7.1% 4,992 $300K
Traphagen Investment Advisors LLC 0.02% Add +4.5% 4,974 $299K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -15.2% 4,973 $299K
Atlas Brown,Inc. 0.08% Reduce -0.4% 4,970 $299K
Financial Engines Advisors L.L.C. 0.00% Add +13.3% 4,965 $298K
CVA Family Office, LLC 0.03% Reduce -0.8% 4,951 $298K
United Community Bank 0.09% Add +22.4% 4,942 $297K
Seeds Investor LLC 0.03% Reduce -3.9% 4,922 $296K
EverSource Wealth Advisors, LLC 0.01% Reduce -43.0% 4,904 $295K
Sound Income Strategies, LLC 0.01% Reduce -3.3% 4,901 $295K
Probity Advisors, Inc. 0.04% Reduce -1.2% 4,863 $292K
Lincoln Capital LLC 0.05% No change 4,846 $291K
Arjuna Capital 0.07% Reduce -0.0% 4,845 $291K
Arlington Partners LLC 0.53% Add +22.5% 4,841 $291K
Greenline Partners, LLC 0.03% No change 4,836 $291K
Sovran Advisors, LLC 0.02% Add +15.4% 4,335 $290K
Pallas Capital Advisors LLC 0.01% New 4,805 $289K
Chiron Capital Management, LLC 0.26% New 4,792 $288K
Hummer Financial Advisory Services Inc 0.19% No change 4,790 $288K
GTS Securities LLC 0.01% New 4,781 $287K
Alhambra Investment Management LLC 0.12% Add +15.6% 4,756 $286K
Bradley Foster & Sargent Inc. 0.00% Reduce -0.3% 4,742 $285K
Drucker Wealth 3.0, LLC 0.04% Reduce -23.3% 4,723 $284K
First National Bank of Omaha 0.01% Reduce -37.4% 4,636 $284K
Integrity Financial Corp 0.14% No change 4,713 $283K
Borer Denton & Associates, Inc. 0.09% Add +2.5% 4,696 $282K
Rehmann Capital Advisory Group 0.01% Reduce -40.4% 4,686 $282K
Roberts Glore & Co. Inc. 0.07% Reduce -5.8% 4,629 $278K
Mitchell Sinkler & Starr 0.12% Reduce -0.0% 4,624 $278K
Tru Independence Asset Management 2, LLC 0.15% Reduce -11.7% 4,616 $278K
Fifth Third Bancorp 0.00% Reduce -38.3% 4,615 $277K
Delta Financial Advisors LLC 0.07% Add +0.2% 4,588 $276K
Thomasville National Bank 0.02% — 4,582 $275K
SG Americas Securities, LLC 0.00% Reduce -76.7% 4,563 $274K
Cardinal Point Capital Management ULC 0.02% New 4,552 $274K
Harris Associates (Oakmark Funds) 0.00% Add +9.5% 4,516 $272K
Hexagon Capital Partners LLC 0.04% Reduce -24.9% 4,507 $271K
Caldwell Trust Co 0.02% Reduce -19.0% 4,497 $270K
Forvis Mazars Wealth Advisors, LLC 0.00% Add +13.9% 4,495 $270K
Alvarez & Marsal Private Wealth Partners, LLC 0.04% Add +3.1% 4,489 $270K
Payne Capital LLC 0.22% No change 4,483 $270K
Klingman & Associates, LLC 0.01% Add +3.9% 4,460 $268K
SouthState Bank Corp 0.01% Add +938.2% 4,454 $268K
Eagle Bay Advisors LLC 0.20% Reduce -2.5% 4,448 $267K
Whetstone Capital Advisors, LLC 0.07% Add +14.2% 4,444 $267K
Fulcrum Capital LLC 0.05% Reduce -11.9% 4,441 $267K
Fielder Capital Group LLC 0.06% Reduce -3.1% 4,435 $267K
Venturi Wealth Management, LLC 0.01% Reduce -55.8% 4,421 $266K
Simplicity Wealth,LLC 0.01% Reduce -1.5% 4,415 $265K
Fiduciary Financial Group, LLC 0.03% Add +2.3% 4,401 $265K
Maia Wealth LLC 0.04% Reduce -12.3% 4,380 $263K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -19.7% 4,377 $263K
Legacy Private Trust Co. 0.01% No change 4,374 $263K
Turtle Creek Wealth Advisors, LLC 0.01% Add +1.5% 4,349 $261K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% No change 4,341 $261K
Foundations Investment Advisors, LLC 0.00% Add +0.3% 4,340 $261K
Empire Financial Management Company, LLC 0.10% Reduce -38.5% 4,333 $260K
Brown Financial Advisors 0.09% Add +6.7% 4,306 $259K
Eagle Strategies LLC 0.03% Reduce -5.5% 4,270 $257K
Kiley Juergens Wealth Management, LLC 0.04% Reduce -1.0% 4,267 $257K
Yousif Capital Management, LLC 0.00% Reduce -76.8% 4,267 $257K
Kingswood Wealth Advisors, LLC 0.01% Add +3.8% 4,251 $256K
Independence Wealth Advisors, LLC 0.13% Add +18.5% 4,236 $255K
Advus Financial Partners, LLC 0.06% Reduce -5.1% 4,232 $254K
Platform Technology Partners 0.04% Add +0.9% 4,223 $254K
Money Concepts Capital Corp. 0.01% Reduce -2.4% 4,212 $253K
OneAscent Family Office, LLC 0.13% New 4,209 $253K
Genesis Private Wealth, LLC 0.07% Add +2.1% 4,189 $252K
Composition Wealth, LLC 0.00% New 4,186 $252K
CreativeOne Wealth, LLC 0.01% New 4,145 $249K
Riversedge Advisors, LLC 0.03% New 4,136 $249K
Atticus Wealth Management, LLC 0.06% Reduce -13.6% 4,136 $249K
Pekin Hardy Strauss, Inc. 0.02% No change 4,136 $249K
Cooper Financial Group 0.02% New 4,120 $248K
Ameritas Advisory Services, LLC 0.01% New 4,117 $247K
Freestone Capital Holdings, LLC 0.01% Reduce -2.7% 4,114 $247K
Net Worth Advisory Group 0.06% Reduce -0.2% 4,043 $243K
Marino, Stram & Associates LLC 0.04% Add +0.1% 4,041 $243K
Farmers & Merchants Investments Inc. 0.01% Reduce -5.3% 4,040 $243K
Penobscot Investment Management Company, Inc. 0.02% Reduce -30.6% 4,020 $242K
Lafayette Investments, Inc. 0.04% No change 4,016 $241K
J.M. Arbour, LLC 0.21% Add +3.6% 4,013 $241K
FDx Advisors, Inc. 0.07% Reduce -20.3% 3,987 $240K
InTrack Investment Management Inc 0.12% New 3,969 $239K
Welch Group, LLC 0.01% Reduce -33.5% 3,967 $238K
Rosenberg Matthew Hamilton 0.04% Reduce -4.3% 3,966 $238K
Icon Wealth Advisors, LLC 0.01% Reduce -42.3% 3,963 $238K
Cromwell Holdings LLC 0.11% No change 3,950 $237K
Fort Sheridan Advisors LLC 0.03% No change 3,939 $237K
Invested Advisors 0.21% Reduce -1.4% 3,937 $237K
Advisor OS, LLC 0.02% Reduce -8.9% 3,932 $236K
SYM FINANCIAL Corp 0.02% New 3,915 $235K
Sierra Ocean, LLC 0.16% New 3,914 $235K
Clear Harbor Asset Management, LLC 0.01% Reduce -2.5% 3,912 $235K
Tacita Capital Inc 0.13% No change 3,909 $235K
Kovack Advisors, Inc. 0.01% Add +0.3% 3,877 $235K
Kuhn & Co Investment Counsel 0.14% No change 3,900 $234K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -26.2% 3,892 $234K
Five Oceans Advisors 0.08% No change 3,891 $234K
V-Square Quantitative Management LLC 0.02% Reduce -66.5% 3,886 $234K
Moneco Advisors, LLC 0.01% Reduce -5.6% 3,874 $233K
Paragon Private Wealth Management, LLC 0.06% Reduce -23.4% 3,869 $233K
Embree Financial Group 0.02% Add +3.8% 3,862 $232K
WoodTrust Financial Corp 0.03% No change 3,865 $232K
Intergy Private Wealth, LLC 0.05% New 3,857 $232K
Wedmont Private Capital 0.01% Reduce -9.2% 3,757 $232K
Carrera Capital Advisors 0.03% Add +1.9% 3,850 $231K
Capital Advantage, Inc. 0.03% Add +0.3% 3,842 $231K
National Philanthropic Trust 0.00% New 3,838 $231K
Bard Associates Inc. 0.05% Add +1.2% 3,832 $230K
Mayflower Financial Advisors, LLC 0.02% Reduce -5.8% 3,822 $230K
Nilsine Partners, LLC 0.02% Add +2.0% 3,799 $228K
Symphony Financial, Ltd. Co. 0.02% Reduce -3.8% 3,701 $226K
Graybill Wealth Management, LTD. 0.06% Reduce -0.2% 3,756 $226K
Capital Analysts, LLC 0.01% Add +5.3% 3,748 $225K
Newman Dignan & Sheerar, Inc. 0.04% Reduce -0.4% 3,730 $224K
Angeles Wealth Management, LLC 0.01% Reduce -12.1% 3,696 $222K
Journey Retirement Planning & Investment Management LLC 0.17% New 3,695 $222K
LGT Group Foundation 0.00% New 3,688 $222K
Sunpointe, LLC 0.06% Reduce -0.1% 3,657 $220K
Grove Bank & Trust 0.02% Reduce -1.5% 3,641 $219K
TritonPoint Partners, LLC 0.02% Reduce -21.0% 3,608 $217K
Chicago Partners Investment Group LLC 0.00% New 3,587 $216K
Carret Asset Management, LLC 0.02% No change 3,592 $216K
Community Financial Services Group, LLC 0.03% Add +11.6% 3,543 $216K
Parvin Asset Management, LLC 0.17% No change 3,567 $214K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +4.3% 3,560 $214K
Birch Hill Investment Advisors LLC 0.01% No change 3,554 $214K
Bridgelight Financial Advisors, Inc. 0.15% Reduce -1.8% 3,526 $212K
NerdWallet Wealth Partners, LLC 0.07% New 3,466 $208K
Tradition Wealth Management, LLC 0.01% New 3,458 $208K
Bar Harbor Wealth Management 0.01% Reduce -17.7% 3,458 $208K
S.A. Mason LLC 0.06% No change 3,448 $207K
Perennial Investment Advisors, LLC 0.01% Reduce -16.0% 3,448 $207K
Gsa Capital Partners LLP 0.01% Reduce -65.1% 3,445 $207K
Independent Wealth Network Inc. 0.05% New 3,423 $206K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,419 $206K
Valley National Advisers Inc. 0.02% Reduce -2.0% 3,397 $204K
Avantax Planning Partners, Inc. 0.01% Reduce -4.9% 3,387 $204K
Atlantic Family Wealth, LLC 0.13% New 3,373 $203K
Live Oak Private Wealth LLC 0.03% Reduce -5.2% 3,373 $203K
Meridian Wealth Management, LLC 0.01% Reduce -35.7% 3,358 $202K
Essex Bank 0.04% Reduce -6.3% 3,355 $202K
SeaCrest Wealth Management, LLC 0.02% Reduce -13.1% 3,340 $201K
Axxion S.A. 0.01% — 3,337 $201K
Bruce G. Allen Investments, LLC 0.13% Add +5.8% 3,330 $200K
Acumen Wealth Advisors, LLC 0.04% Reduce -94.2% 3,288 $198K
PlanVest Financial, Inc 0.13% Add +0.4% 3,222 $194K
Toronto Dominion Bank 0.00% Reduce -10.7% 3,175 $191K
Colonial Trust Co / SC 0.02% Reduce -59.5% 3,151 $189K
State of Wyoming 0.02% Reduce -2.5% 3,128 $188K
AdvisorNet Financial, Inc 0.01% Reduce -18.4% 3,098 $186K
Sittner & Nelson, LLC 0.06% Add +2.5% 3,038 $183K
Delta Asset Management LLC 0.01% No change 2,659 $160K
Rossby Financial, LCC 0.03% Add +5.1% 2,642 $159K
Purpose Unlimited Inc. 0.01% Reduce -1.1% 2,599 $157K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -14.7% 2,585 $155K
Caldwell Sutter Capital, Inc. 0.06% Add +92.2% 2,497 $150K
Meramec Financial Planners, LLC 0.05% Reduce -5.8% 2,299 $141K
Montag A & Associates Inc. 0.01% No change 2,310 $139K
Ameriflex Group, Inc. 0.06% Add +13.7% 2,269 $136K
Riverview Trust Co 0.16% New 2,233 $134K
Cape Investment Advisory, Inc. 0.04% New 2,208 $133K
Gen-Wealth Partners Inc 0.04% Reduce -5.7% 2,200 $132K
Lloyd Advisory Services, LLC. 0.05% Add +2872.2% 2,140 $129K
Continuum Advisory, LLC 0.01% New 2,082 $125K
Rothschild Investment LLC 0.00% Add +35.7% 1,957 $118K
Corient IA LP 0.11% Reduce -63.2% 1,949 $117K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.6% 1,934 $116K
Strategic Wealth Partners, Ltd. 0.01% Add +8.1% 1,926 $116K
St Germain D J Co. Inc. 0.00% Reduce -2.7% 1,894 $114K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -2.9% 1,854 $111K
Albion Financial Group 0.01% Reduce -1.8% 1,842 $111K
TIAA Wealth Investment Management LLC 0.00% Add +54.0% 1,803 $109K
Hara Capital LLC 0.05% No change 1,672 $101K
LRI Investments, LLC 0.01% Add +58.0% 1,662 $100K
Westside Investment Management, Inc. 0.01% No change 1,570 $94K
Washington Trust Advisors, Inc. 0.01% Add +5.3% 1,486 $89K
Chilton Capital Management LLC 0.00% Reduce -24.6% 1,475 $89K
Atlas Capital Advisors Inc. 0.01% No change 1,446 $87K
CENTRAL TRUST Co 0.00% Add +0.3% 1,418 $85K
Institute for Wealth Management, LLC. 0.01% New 1,417 $85K
Dorato Capital Management 0.06% No change 1,357 $84K
Abound Financial, LLC 0.03% Reduce -1.6% 1,390 $84K
Dunhill Financial, LLC 0.02% Add +4228.1% 1,385 $83K
Salomon & Ludwin, LLC 0.01% Add +137.9% 1,349 $82K
Davis Capital Management 0.05% New 1,347 $81K
Avalon Trust Co 0.00% No change 1,333 $80K
Broadwater Capital Management LLC 0.06% Reduce -27.1% 1,288 $77K
Pingora Partners LLC 0.04% No change 1,236 $74K
Owl Creek Wealth Partners LLC 0.02% Reduce -13.1% 1,200 $72K
TFC Financial Management, Inc. 0.01% No change 1,194 $72K
Millstone Evans Group, LLC 0.04% Reduce -6.1% 1,192 $72K
Essential Partners LLC 0.03% Add +97.3% 1,188 $71K
EFG International AG 0.00% Add +83.9% 1,186 $71K
GHP Investment Advisors, Inc. 0.00% Reduce -4.1% 1,172 $70K
Harbor Asset Planning, Inc. 0.05% Add +0.1% 1,156 $70K
Evermay Wealth Management LLC 0.01% No change 1,142 $69K
Leonteq Securities AG 0.00% Add +18.1% 1,113 $67K
Advocate Investing Services LLC 0.05% New 1,100 $66K
True Wealth Design, LLC 0.02% Add +12.6% 1,083 $65K
Silver Grove Financial Group, Inc. 0.03% New 1,054 $63K
First United Bank & Trust 0.02% Add +7.7% 1,027 $62K
Salem Investment Counselors Inc. 0.00% No change 1,023 $62K
Blume Capital Management, Inc. 0.01% No change 1,022 $61K
Harbor Investment Advisory, LLC 0.00% No change 1,022 $61K
JPL Wealth Management, LLC 0.01% Reduce -98.0% 1,015 $61K
First Bancorp, Inc 0.02% New 973 $58K
Flagship Wealth Advisors, LLC 0.01% Reduce -11.1% 952 $57K
Fairscale Capital, LLC 0.03% No change 925 $56K
Prestige Wealth Management Group LLC 0.01% No change 918 $55K
Nisa Investment Advisors, LLC 0.00% Add +27.9% 899 $54K
Ascentis Independent Advisors 0.15% Reduce -94.0% 898 $54K
Physician Wealth Advisors, Inc. 0.01% Reduce -42.2% 896 $54K
Golden State Wealth Management, LLC 0.00% Add +142.0% 888 $53K
Olistico Wealth, LLC 0.02% No change 888 $53K
Manning & Napier Advisors LLC 0.00% Reduce -99.2% 816 $50K
SHP Wealth Management 0.00% Add +10.0% 792 $48K
JFS Wealth Advisors, LLC 0.00% Add +2.2% 752 $45K
LifeSteps Financial, Inc. 0.02% New 739 $44K
First Command Advisory Services, Inc. 0.00% Add +332.2% 739 $44K
Boyd Watterson Asset Management LLC 0.01% No change 726 $44K
Mb, Levis & Associates, LLC 0.02% No change 722 $43K
LGT Financial Advisors LLC 0.23% Add +1.8% 718 $43K
Oakworth Capital, Inc. 0.00% No change 685 $41K
MCF Advisors LLC 0.00% Add +0.9% 673 $40K
Financial Management Professionals, Inc. 0.00% Reduce -0.7% 669 $40K
Heritage Wealth Advisors 0.00% No change 666 $40K
Bayforest Capital Ltd 0.04% Reduce -14.8% 659 $40K
Addison Advisors LLC 0.02% Reduce -86.6% 630 $38K
Palladiem, LLC 0.04% Reduce -85.5% 627 $38K
Evolution Advisers, Inc. 0.01% New 622 $37K
Aventura Private Wealth, LLC 0.01% No change 612 $37K
Murphy & Mullick Capital Management Corp 0.02% Reduce -1.4% 611 $37K
TD Capital Management LLC 0.00% Add +1.4% 602 $36K
Bogart Wealth, LLC 0.00% No change 597 $36K
Financial Perspectives, Inc 0.01% Add +0.2% 564 $34K
CoreCap Advisors, LLC 0.00% Reduce -43.8% 560 $34K
Hilton Head Capital Partners, LLC 0.02% Reduce -6.5% 558 $34K
Contravisory Investment Management, Inc. 0.01% Reduce -65.8% 554 $33K
Truvestments Capital LLC 0.00% Reduce -20.6% 549 $33K
Financial Avengers, Inc. 0.01% Add +1.3% 544 $33K
High Point Wealth Management, LLC 0.03% No change 534 $32K
Godsey & Gibb, Inc. 0.00% No change 533 $32K
Country Trust Bank 0.00% Reduce -35.4% 529 $32K
Hickory Point Bank & Trust 0.02% No change 509 $31K
Peterson Wealth Management 0.01% Add +1.8% 505 $30K
NFSG Corp 0.00% No change 496 $30K
Brentview Investment Management LLC 0.01% No change 491 $30K
Johnson Financial Group, Inc. 0.00% Reduce -52.4% 491 $30K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -1.8% 483 $29K
WPG Advisers, LLC 0.02% Reduce -2.0% 478 $29K
Investment Counsel Co. of Nevada 0.05% New 476 $29K
Frazier Financial Advisors, LLC 0.01% Reduce -26.4% 475 $29K
Roble, Belko & Company, Inc 0.00% New 470 $28K
SJS Investment Consulting Inc. 0.00% Add +381.3% 462 $28K
Global Trust Asset Management, LLC 0.01% Reduce -70.0% 461 $28K
Roxbury Financial LLC 0.02% Reduce -1.9% 453 $27K
Financial Life Planners 0.02% Add +1.8% 450 $27K
10Elms LLP 0.01% New 449 $27K
Financial Gravity Companies, Inc. 0.00% — 447 $27K
VSM Wealth Advisory, LLC 0.01% No change 444 $27K
Kilter Group LLC 0.01% Add +207.9% 428 $26K
City State Bank 0.01% No change 426 $26K
Vermillion Wealth Management, Inc. 0.01% No change 420 $25K
Bangor Savings Bank 0.00% No change 416 $25K
Allied Private Wealth LLC 0.02% — 387 $24K
Highline Wealth Partners LLC 0.00% Reduce -3.5% 389 $23K
Keating Financial Advisory Services, Inc. 0.00% Add +167.6% 380 $23K
Towne Trust Company, N.A 0.01% No change 372 $22K
Webster Bank, N. A. 0.00% Add +5.1% 372 $22K
Cassaday & Co Wealth Management LLC 0.00% Reduce -2.1% 371 $22K
Signature Equity Partners, LLC 0.01% Add +12.7% 364 $22K
Wellington-Altus USA Inc. 0.02% No change 384 $22K
Ares Financial Consulting, LLC 0.02% Reduce -32.4% 357 $21K
Core Alternative Capital 0.01% No change 355 $21K
Barrett & Company, Inc. 0.01% No change 355 $21K
Cornerstone Planning Group LLC 0.00% Add +88.5% 345 $21K
Chelsea Counsel Co. 0.01% No change 354 $21K
Boreal Capital Management LLC 0.02% No change 351 $21K
Baillie Gifford & Co. 0.00% Reduce -8.4% 350 $21K
Bayban 0.02% No change 344 $21K
American Capital Advisory, LLC 0.01% Add +15.4% 330 $20K
Buck Wealth Strategies, LLC 0.00% New 326 $20K
JNBA Financial Advisors 0.00% No change 318 $19K
Citizens National Bank Trust Department 0.00% No change 318 $19K
GW&K Investment Management, LLC 0.00% Reduce -1.6% 315 $19K
Measured Wealth Private Client Group, LLC 0.00% Reduce -33.5% 307 $18K
Financial Consulate, Inc. 0.00% Add +2.4% 303 $18K
Fiduciary Financial Advisors 0.00% New 298 $18K
Quintet Private Bank (Europe) S.A. 0.00% No change 288 $17K
Richard W. Paul & Associates, LLC 0.01% Reduce -2.4% 287 $17K
Proathlete Wealth Management LLC 0.00% No change 285 $17K
MTM Investment Management, LLC 0.00% No change 284 $17K
Atlatl Advisers LLC 0.00% New 282 $17K
Seneschal Advisors, LLC 0.01% No change 280 $17K
Vision Retirement, LLC 0.00% No change 268 $16K
Markowski Investments 0.00% — 266 $16K
IFS Advisors, LLC 0.01% No change 266 $16K
Smallwood Wealth Investment Management, LLC 0.01% No change 266 $16K
Kozak & Associates, Inc. 0.00% Add +1.2% 261 $16K
Lodestone Wealth Management LLC 0.01% No change 261 $16K
Wolff Wiese Magana LLC 0.01% No change 259 $16K
HHM Wealth Advisors, LLC 0.00% No change 258 $16K
GFS Advisors, LLC 0.00% Reduce -16.6% 124,896 $15K
Creative Financial Designs Inc. 0.00% Add +120.7% 245 $15K
Loomis Sayles & Co. L P 0.00% Add +8.1% 241 $14K
SRH Advisors, LLC 0.00% No change 236 $14K
1620 Investment Advisors, Inc. 0.01% No change 234 $14K
Elevation Wealth Partners, LLC 0.00% New 222 $13K
Colonial Trust Advisors 0.00% Reduce -76.2% 222 $13K
Bell Investment Advisors, Inc 0.00% Add +20.4% 212 $13K
West Branch Capital LLC 0.00% Reduce -9.5% 209 $13K
Hamrick Investment Counsel, llc 0.01% No change 203 $12K
SOA Wealth Advisors, LLC. 0.00% Reduce -47.9% 201 $12K
Cornerstone Financial Management LLC 0.01% Add +371.4% 198 $12K
Horizon Financial Services, LLC 0.00% New 197 $12K
Strive Financial Group ,LLC 0.00% Reduce -7.7% 181 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 180 $11K
Sunrise Financial Services, LLC 0.01% Reduce -4.8% 177 $11K
Richardson Financial Services Inc. 0.01% No change 177 $11K
Monetary Management Group Inc. 0.00% No change 177 $11K
Knights of Columbus Asset Advisors LLC 0.00% No change 177 $11K
Provenance Wealth Advisors, LLC 0.00% New 176 $11K
New England Capital Financial Advisors LLC 0.00% Add +1.2% 167 $10K
Triumph Capital Management 0.00% Add +66.3% 163 $10K
CGC Financial Services, LLC 0.00% No change 159 $10K
Concord Wealth Partners 0.00% New 159 $10K
Entrust Financial LLC 0.01% No change 157 $9K
Principia Wealth Advisory, LLC 0.00% Add +66.0% 156 $9K
Downshift Financial, LLC 0.00% New 155 $9K
Cedar Mountain Advisors, LLC 0.00% Add +35.4% 153 $9K
General Partner, Inc. 0.00% No change 148 $9K
Trust Co. of Toledo NA 0.00% Reduce -50.5% 147 $9K
Security National Bank of So Dak 0.00% New 142 $9K
BankPlus Trust Department 0.00% New 142 $9K
Key Financial Inc 0.00% No change 137 $8K
Asset Dedication, LLC 0.00% Reduce -62.3% 134 $8K
Archer Investment Corp 0.00% No change 133 $8K
IMA Advisory Services, Inc. 0.00% Add +51.2% 130 $8K
Retirement Wealth Solutions LLC 0.00% Reduce -4.7% 123 $7K
Tripletail Wealth Management, LLC 0.01% New 117 $7K
Brooklyn FI, LLC 0.00% New 118 $7K
Nemes Rush Group LLC 0.00% No change 121 $7K
Adirondack Trust Co. 0.00% Reduce -23.2% 116 $7K
Miller Global Investments, LLC 0.01% No change 115 $7K
S&T Bank 0.00% Reduce -50.0% 115 $7K
Raffa Wealth Management, LLC 0.00% Add +30.7% 115 $7K
Piscataqua Savings Bank 0.00% No change 115 $7K
Hollencrest Capital Management 0.00% No change 113 $7K
Union Savings Bank 0.00% No change 111 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 110 $7K
Plante Moran Financial Advisors, LLC 0.00% Add +626.7% 109 $7K
Southern Michigan Bank & Trust 0.00% No change 101 $6K
Nova Wealth Management, Inc. 0.00% New 100 $6K
Costello Asset Management, INC 0.00% No change 100 $6K
YANKCOM Partnership 0.00% No change 91 $5K
NorthAvenue 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
Rialto Wealth Management, LLC 0.00% No change 88 $5K
Kelleher Financial Advisors 0.00% New 88 $5K
Tounjian Advisory Partners, LLC 0.00% New 82 $5K
Tower View Wealth Management LLC 0.00% Reduce -20.4% 82 $5K
BOK Financial Private Wealth, Inc. 0.00% New 81 $5K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -1.3% 79 $5K
MV Capital Management, Inc. 0.00% Reduce -10.5% 77 $5K
Medallion Wealth Advisors, LLC 0.00% Reduce -82.2% 77 $5K
Whipplewood Advisors, LLC 0.00% Reduce -84.9% 76 $5K
Holos Integrated Wealth LLC 0.00% No change 69 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 71 $4K
Arlington Trust Co LLC 0.00% No change 70 $4K
NBT Bank, N.A. 0.00% No change 66 $4K
Commonwealth Retirement Investments LLC 0.00% New 63 $4K
Indiana Trust & Investment Management Co 0.00% No change 53 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% New 52 $3K
Providence Capital Advisors, LLC 0.00% New 51 $3K
Hoey Investments, Inc. 0.00% No change 45 $3K
Highland Investment Advisors LLC 0.00% — 43 $3K
Atwood & Palmer Inc. 0.00% No change 37 $2K
MidFirst Bank 0.00% No change 37 $2K
Paladin Partners, LLC 0.00% No change 32 $2K
Noble Wealth Management PBC 0.00% New 32 $2K
Darwin Wealth Management, LLC 0.00% Add +7.1% 30 $2K
MPWM Advisory Solutions, LLC 0.00% No change 29 $2K
Centennial Bank 0.00% No change 27 $2K
Rakuten Securities, Inc. 0.00% Reduce -59.7% 25 $2K
Dogwood Wealth Management LLC 0.00% No change 24 $1K
Private Wealth Asset Management, LLC 0.00% Reduce -80.0% 24 $1K
Quent Capital, LLC 0.00% New 23 $1K
Breakwater Investment Management 0.00% New 22 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 22 $1K
Synergy Investment Management, LLC 0.00% New 20 $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% No change 19 $1K
Trifecta Capital Advisors, LLC 0.00% New 19 $1K
Monetary Solutions, Ltd 0.00% New 18 $1K
Marshall Investment Management, LLC 0.00% New 18 $1K
Pin Oak Investment Advisors Inc. 0.00% New 15 $1K
Covestor Ltd 0.00% Reduce -12.0% 22 $1K
Burk Holdings LLC 0.00% No change 16 $962
WealthCollab, LLC 0.00% No change 16 $962
Investors Portfolio Services LLC 0.00% New 14 $842
Elevated Capital Advisors, LLC 0.00% No change 14 $842
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.5% 13 $782
Abound Wealth Management 0.00% Reduce -93.3% 12 $722
Fairman Group, LLC 0.00% No change 11 $661
Halbert Hargrove Global Advisors, LLC 0.00% New 10 $620
Mosley Wealth Management 0.00% New 10 $601
Trust Co 0.00% Reduce -97.3% 10 $601
Stone House Investment Management, LLC 0.00% New 10 $601
Robbins Farley 0.00% No change 8 $481
Godfrey Financial Associates, Inc. 0.00% No change 5 $301
Walleye Capital LLC 0.00% New 4 $240
Cordant, Inc. 0.00% New 4 $218
CKW Financial Group 0.00% New 6 $0

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