Unum GroupUNM
13F holders, Q1 2024 (March 31)579holders
9famous investors
$53.61avg. 13F price*
At the end of Q1 2024, 579 institutions reported holding Unum Group (UNM) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock Inc. ($1.1B) and FMR LLC ($850.9M). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $95.2M |
| Exits | 62 | $102.3M |
Ownership 579 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.3% | 20,332,276 | $1.1B |
| BlackRock Inc. | 0.02% | Reduce -16.3% | 19,597,625 | $1.1B |
| FMR LLC | 0.06% | Add +7.7% | 15,858,013 | $850.9M |
| Norges Bank | 0.11% | Add +2.1% | 13,330,829 | $715.3M |
| State Street Corp. | 0.01% | Add +0.7% | 6,189,713 | $332.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +31.0% | 5,452,264 | $292.6M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -1.3% | 5,318,773 | $285.4M |
| Morgan Stanley | 0.02% | Add +4.6% | 4,230,956 | $227.0M |
| AQR Capital Management | 0.34% | Add +4.8% | 3,752,045 | $201.3M |
| Donald Smith & Co., Inc. | 4.57% | Reduce -0.7% | 3,663,112 | $196.6M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Add +90.4% | 3,146,591 | $168.8M |
| Geode Capital Management, LLC | 0.02% | Add +3.3% | 3,061,402 | $164.3M |
| Nordea Investment Management AB | 0.19% | Add +51.7% | 2,961,539 | $158.6M |
| LSV Asset Management | 0.32% | Reduce -1.0% | 2,900,320 | $155.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.9% | 2,178,960 | $116.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -5.3% | 1,909,656 | $102.5M |
| Royal Bank of Canada | 0.02% | Reduce -4.9% | 1,683,264 | $90.3M |
| Invesco Ltd. | 0.02% | Reduce -21.4% | 1,371,948 | $73.6M |
| Two Sigma Advisers, LP | 0.17% | Reduce -13.4% | 1,336,200 | $71.7M |
| Northern Trust Corp. | 0.01% | Reduce -15.9% | 1,306,990 | $70.1M |
| First Trust Advisors LP | 0.07% | Add +26.5% | 1,231,223 | $66.1M |
| Millennium Management | 0.06% | Reduce -33.0% | 1,216,668 | $65.3M |
| Assetmark, Inc. | 0.21% | Reduce -1.3% | 1,195,464 | $64.1M |
| Nuveen Asset Management, LLC | 0.02% | Add +22.6% | 1,177,978 | $63.2M |
| Boone Capital Management LLC | 11.12% | Add +6.6% | 1,025,027 | $55.0M |
| Two Sigma Investments, LP | 0.14% | Reduce -18.5% | 1,007,218 | $54.0M |
| Amundi | 0.02% | Add +297.8% | 945,552 | $48.0M |
| Renaissance Technologies | 0.07% | Add +84.4% | 827,400 | $44.4M |
| Allianz Asset Management GmbH | 0.07% | Reduce -14.5% | 813,108 | $43.6M |
| Wedge Capital Management L L P | 0.70% | Reduce -6.7% | 808,147 | $43.4M |
| Man Group plc | 0.12% | Add +32.4% | 789,464 | $42.4M |
| Assenagon Asset Management S.A. | 0.11% | Add +85.0% | 778,129 | $41.8M |
| D. E. Shaw & Co. | 0.05% | Reduce -30.5% | 706,795 | $37.9M |
| Victory Capital Management Inc. | 0.04% | Add +5.1% | 687,630 | $36.9M |
| Principal Financial Group Inc. | 0.02% | Add +1.7% | 686,154 | $36.8M |
| ProShare Advisors LLC | 0.09% | Add +6498.1% | 636,320 | $34.1M |
| Woodline Partners LP | 0.30% | New | 611,646 | $32.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 609,250 | $32.7M |
| Bank of America Corp. | 0.00% | Add +47.3% | 602,564 | $32.3M |
| Prana Capital Management, LP | 1.42% | Add +21.7% | 588,464 | $31.6M |
| Rhumbline Advisers | 0.03% | Add +2.7% | 575,410 | $30.9M |
| Schroder Investment Management Group | 0.03% | Add +1.1% | 520,400 | $27.9M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.3% | 520,390 | $27.9M |
| Grace & White Inc. | 4.92% | Reduce -3.3% | 503,156 | $27.0M |
| Legal & General Group Plc | 0.01% | Reduce -7.7% | 478,327 | $25.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -40.6% | 446,089 | $23.9M |
| Guggenheim Capital LLC | 0.16% | Add +1.3% | 423,977 | $22.8M |
| Voya Investment Management LLC | 0.03% | Add +5.3% | 419,211 | $22.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.4% | 413,547 | $22.2M |
| McGowan Group Asset Management, Inc. | 3.27% | Reduce -0.7% | 413,006 | $22.2M |
| Lazard Asset Management LLC | 0.03% | Add +20.5% | 411,467 | $22.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.0% | 406,405 | $21.8M |
| Prudential Financial Inc. | 0.03% | Reduce -41.5% | 391,182 | $21.0M |
| Swiss National Bank | 0.01% | Reduce -0.1% | 385,100 | $20.7M |
| Truist Financial Corp. | 0.03% | Reduce -0.2% | 383,548 | $20.6M |
| California Public Employees Retirement System | 0.01% | Reduce -4.0% | 383,264 | $20.6M |
| Brandywine Global Investment Management, LLC | 0.15% | Add +14.4% | 380,920 | $20.4M |
| Sei Investments Co. | 0.03% | Add +105.8% | 377,627 | $20.3M |
| Barclays PLC | 0.01% | Add +46.1% | 369,339 | $19.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.1% | 361,361 | $19.4M |
| Squarepoint Ops LLC | 0.08% | Add +0.2% | 361,190 | $19.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.1% | 359,676 | $19.3M |
| Storebrand Asset Management As | 0.06% | No change | 343,375 | $18.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +55.8% | 328,063 | $17.6M |
| Glenmede Trust Co. NA | 0.09% | Add +36.2% | 325,387 | $17.5M |
| UBS Group AG | 0.01% | Reduce -52.7% | 323,778 | $17.4M |
| Franklin Resources Inc. | 0.01% | Reduce -12.0% | 295,679 | $15.9M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +19.3% | 289,421 | $15.5M |
| Credit Suisse AG/ | 0.01% | Reduce -12.8% | 285,752 | $15.3M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -26.6% | 265,630 | $14.3M |
| LPL Financial LLC | 0.01% | Reduce -3.7% | 261,678 | $14.0M |
| Gateway Investment Advisers LLC | 0.15% | Reduce -0.1% | 250,757 | $13.5M |
| American Century Companies Inc. | 0.01% | Add +25.4% | 249,717 | $13.4M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +57.0% | 250,712 | $13.4M |
| American International Group, Inc. | 0.05% | Reduce -2.8% | 240,732 | $12.9M |
| D. Scott Neal, Inc. | 7.89% | New | 224,960 | $12.1M |
| South Dakota Investment Council | 0.24% | Add +23.7% | 218,382 | $11.7M |
| New York State Teachers Retirement System | 0.02% | Add +0.1% | 218,236 | $11.7M |
| AXA S.A. | 0.03% | Add +9.2% | 208,813 | $11.2M |
| Bank of Montreal | 0.00% | Add +234.7% | 206,058 | $11.1M |
| Captrust Financial Advisors | 0.04% | Reduce -6.1% | 198,960 | $10.7M |
| Stifel Financial Corp. | 0.01% | Reduce -9.9% | 198,751 | $10.7M |
| California State Teachers Retirement System | 0.01% | Reduce -5.7% | 196,819 | $10.6M |
| Citadel Advisors | 0.01% | Reduce -73.7% | 194,889 | $10.5M |
| National Bank of Canada | 0.02% | Add +696.3% | 192,008 | $10.2M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +1.7% | 182,155 | $9.8M |
| NewSquare Capital LLC | 0.85% | Reduce -20.5% | 181,413 | $9.6M |
| Raymond James & Associates | 0.01% | Add +40.5% | 175,850 | $9.4M |
| Quantinno Capital Management LP | 0.20% | Add +110.9% | 170,044 | $9.1M |
| M&G PLC | 0.06% | — | 166,446 | $9.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +4.3% | 162,545 | $8.7M |
| Artemis Investment Management LLP | 0.11% | Add +44.3% | 161,841 | $8.7M |
| Texas Permanent School Fund Corp. | 0.07% | Add +0.5% | 159,106 | $8.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -40.9% | 158,187 | $8.5M |
| Corient Private Wealth LP | 0.01% | Reduce -8.7% | 156,194 | $8.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.6% | 152,096 | $8.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -57.6% | 151,066 | $8.1M |
| Barnett & Company, Inc. | 5.51% | Reduce -2.7% | 150,057 | $8.1M |
| Neuberger Berman Group LLC | 0.01% | Add +504.8% | 147,466 | $7.9M |
| GMO | 0.03% | Reduce -1.1% | 145,784 | $7.8M |
| Bridgeway Capital Management, LLC | 0.16% | New | 145,600 | $7.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -30.4% | 144,881 | $7.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +24.7% | 140,686 | $7.6M |
| Calydon Capital | 1.41% | New | 139,387 | $7.5M |
| Comerica Bank | 0.03% | Add +1.2% | 137,687 | $7.4M |
| CI Investments Inc. | 0.03% | Add +1.5% | 137,288 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -39.7% | 136,289 | $7.3M |
| Wbi Investments, LLC | 1.52% | Add +539.6% | 136,143 | $7.3M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -2.8% | 131,988 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +8.0% | 177,593 | $7.0M |
| Burney Co./ | 0.26% | Reduce -1.2% | 128,192 | $6.9M |
| Amalgamated Bank | 0.06% | Reduce -7.3% | 126,479 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 125,730 | $6.7M |
| Algert Global LLC | 0.26% | No change | 121,694 | $6.5M |
| Teacher Retirement System of Texas | 0.04% | Add +36.1% | 120,307 | $6.5M |
| Acadian Asset Management LLC | 0.02% | Reduce -85.9% | 115,835 | $6.2M |
| Foster & Motley Inc. | 0.42% | Add +1.9% | 114,560 | $6.1M |
| IFG Advisory, LLC | 0.46% | Reduce -0.6% | 113,737 | $6.1M |
| HSBC Holdings PLC | 0.00% | Reduce -40.1% | 113,322 | $6.1M |
| Natixis | 0.03% | Reduce -18.1% | 113,151 | $6.1M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -4.6% | 108,320 | $5.8M |
| Janus Henderson Group PLC | 0.00% | Add +15.8% | 107,682 | $5.8M |
| State of Wisconsin Investment Board | 0.02% | Add +197.1% | 107,269 | $5.8M |
| Bridgewater Associates | 0.03% | Reduce -1.1% | 106,201 | $5.7M |
| Hennessy Advisors Inc. | 0.24% | Add +44.0% | 106,000 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.3% | 105,831 | $5.7M |
| Algebris (uk) Ltd. | 2.52% | Reduce -17.3% | 113,955 | $5.7M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 104,911 | $5.6M |
| Edgestream Partners, L.P. | 0.27% | New | 102,439 | $5.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.4% | 100,080 | $5.4M |
| BTC Capital Management, Inc. | 0.47% | — | 96,110 | $5.2M |
| AlphaCore Capital LLC | 1.37% | Add +0.0% | 95,465 | $5.1M |
| US Bancorp \de | 0.01% | Reduce -3.1% | 93,398 | $5.0M |
| Wealthfront Advisers LLC | 0.02% | Reduce -2.6% | 92,227 | $4.9M |
| Boston Common Asset Management, LLC | 0.12% | Reduce -37.7% | 91,240 | $4.9M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -1.4% | 88,701 | $4.8M |
| First Horizon Advisors, Inc. | 0.15% | Add +3.2% | 88,201 | $4.7M |
| Canada Pension Plan Investment Board | 0.01% | No change | 88,000 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -3.2% | 86,528 | $4.6M |
| Creative Planning | 0.01% | Reduce -3.1% | 85,646 | $4.6M |
| APG Asset Management N.V. | 0.01% | Add +16.2% | 91,200 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -68.1% | 83,455 | $4.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -9.6% | 82,746 | $4.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -8.6% | 77,691 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +54.2% | 78,514 | $4.2M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -7.6% | 77,092 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Add +169.1% | 76,031 | $4.1M |
| Macquarie Group Ltd. | 0.00% | No change | 75,700 | $4.1M |
| University of Texas/Texas Am Investment Management Co. | 1.11% | No change | 89,469 | $4.0M |
| Silver Lake Advisory, LLC | 0.96% | Add +3.6% | 73,892 | $4.0M |
| Ibex Wealth Advisors | 1.05% | — | 94,545 | $3.9M |
| apricus wealth, LLC | 2.69% | Reduce -4.0% | 71,385 | $3.8M |
| Alaska Permanent Fund Corp | 0.06% | Add +16.1% | 70,617 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.3% | 70,267 | $3.8M |
| Zacks Investment Management | 0.04% | Add +6.5% | 68,963 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.4% | 67,501 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Add +8.8% | 67,425 | $3.6M |
| Illinois Municipal Retirement Fund | 0.05% | No change | 65,768 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -0.6% | 65,289 | $3.5M |
| Tidal Investments LLC | 0.06% | Add +80.7% | 64,008 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -45.2% | 62,247 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 60,910 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.9% | 60,195 | $3.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 60,000 | $3.2M |
| Auxier Asset Management LLC | 0.48% | Reduce -1.0% | 58,697 | $3.1M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.25% | No change | 54,100 | $2.9M |
| Arizona State Retirement System | 0.02% | Reduce -2.0% | 53,603 | $2.9M |
| WINTON GROUP Ltd | 0.20% | Add +370.3% | 53,523 | $2.9M |
| Hussman Strategic Advisors, Inc. | 0.66% | Add +4.2% | 52,500 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.6% | 52,300 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +49.4% | 50,207 | $2.7M |
| Abn Amro Investment Solutions | 0.05% | Reduce -41.2% | 49,813 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -7.4% | 49,762 | $2.7M |
| Anchor Investment Management, LLC | 0.28% | No change | 49,403 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 49,325 | $2.6M |
| Jump Financial, LLC | 0.07% | Add +131.3% | 49,179 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +122.6% | 48,807 | $2.6M |
| Agf Management Ltd. | 0.01% | Reduce -28.9% | 46,647 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 45,221 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -13.1% | 44,869 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +1.4% | 44,600 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -72.7% | 43,975 | $2.4M |
| Kendall Capital Management | 0.80% | Add +0.5% | 43,420 | $2.3M |
| Citigroup Inc. | 0.00% | Add +7.9% | 42,975 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -8.5% | 42,910 | $2.3M |
| Great Diamond Partners, LLC | 0.52% | Reduce -0.3% | 42,593 | $2.3M |
| STRS Ohio | 0.01% | Reduce -9.8% | 42,287 | $2.3M |
| Bokf, NA | 0.04% | Add +1.6% | 41,779 | $2.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.6% | 41,905 | $2.2M |
| Insight Wealth Strategies, LLC | 0.33% | New | 41,765 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -10.4% | 41,307 | $2.2M |
| Savant Capital, LLC | 0.03% | Add +439.9% | 41,039 | $2.2M |
| Duality Advisers, LP | 0.22% | Add +22.4% | 40,864 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Reduce -0.6% | 40,548 | $2.2M |
| CoreCap Advisors, LLC | 0.12% | Add +11.2% | 40,448 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.6% | 40,214 | $2.2M |
| Vestcor Inc | 0.07% | Reduce -17.2% | 40,062 | $2.1M |
| Boston Financial Mangement LLC | 0.07% | No change | 40,000 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -6.1% | 39,886 | $2.1M |
| Danske Bank A/S | 0.01% | — | 39,223 | $2.1M |
| Hancock Whitney Corp. | 0.07% | Reduce -85.5% | 38,771 | $2.1M |
| Ritholtz Wealth Management | 0.07% | Reduce -13.4% | 38,603 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +8.6% | 38,428 | $2.1M |
| Aviance Capital Partners, LLC | 0.31% | Add +6.3% | 38,298 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | No change | 38,200 | $2.0M |
| Naples Global Advisors, LLC | 0.21% | Add +1.3% | 38,166 | $2.0M |
| AlphaQuest LLC | 0.35% | Add +3777400.0% | 37,775 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -30.9% | 35,818 | $1.9M |
| HRT Financial LP | 0.01% | New | 35,763 | $1.9M |
| Lecap Asset Management Ltd. | 0.40% | New | 35,737 | $1.9M |
| Sculati Wealth Management, LLC | 0.83% | Add +39.1% | 35,600 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.7% | 35,456 | $1.9M |
| Fox Run Management, L.L.C. | 0.41% | Add +85.9% | 35,136 | $1.9M |
| Investors Research Corp | 0.44% | Reduce -3.7% | 34,725 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +116.3% | 34,606 | $1.9M |
| DGS Capital Management, LLC | 0.53% | Add +4.3% | 34,586 | $1.9M |
| Clearbridge Investments, LLC | 0.00% | No change | 34,343 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +33.9% | 32,989 | $1.8M |
| Toronto Dominion Bank | 0.00% | Reduce -5.0% | 32,200 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 31,617 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -6.6% | 31,452 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -55.1% | 31,000 | $1.7M |
| Strategic Global Advisors, LLC | 0.35% | Reduce -2.8% | 30,605 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -23.1% | 29,875 | $1.6M |
| Quantbot Technologies LP | 0.09% | Reduce -74.4% | 29,048 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.9% | 29,044 | $1.6M |
| Waterfront Wealth Inc. | 0.43% | Add +4.9% | 30,326 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.3% | 28,656 | $1.5M |
| Bank of Nova Scotia | 0.00% | Add +210.5% | 28,547 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.7% | 28,186 | $1.5M |
| NJ State Employees Deferred Compensation Plan | 0.19% | No change | 28,000 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -21.2% | 27,411 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -7.2% | 27,149 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +7.2% | 26,423 | $1.4M |
| Little House Capital LLC | 0.46% | New | 26,148 | $1.4M |
| Point72 Hong Kong Ltd | 0.07% | New | 25,759 | $1.4M |
| Xponance LLC | 0.01% | Add +10.8% | 25,682 | $1.4M |
| Occudo Quantitative Strategies LP | 0.24% | Reduce -60.3% | 25,515 | $1.4M |
| Point72 (DIFC) Ltd | 0.10% | — | 25,285 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +7.0% | 24,544 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -4.7% | 23,960 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 23,942 | $1.3M |
| Ascent Group, LLC | 0.11% | Add +0.6% | 23,495 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.9% | 23,434 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +355.2% | 22,661 | $1.2M |
| Affinity Investment Advisors, LLC | 0.89% | No change | 22,597 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -7.3% | 22,254 | $1.2M |
| Convergence Investment Partners, LLC | 0.45% | Reduce -3.1% | 22,129 | $1.2M |
| Polianta Ltd | 0.57% | Add +7.9% | 21,900 | $1.2M |
| Pearl River Capital, LLC | 0.19% | New | 21,890 | $1.2M |
| Councilmark Asset Management, LLC | 0.84% | — | 21,800 | $1.2M |
| AIA Group Ltd | 0.04% | New | 21,672 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -2.6% | 21,560 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Reduce -3.3% | 21,494 | $1.2M |
| Walleye Capital LLC | 0.01% | New | 21,162 | $1.1M |
| Quadrature Capital Ltd | 0.02% | New | 21,063 | $1.1M |
| DRW Securities, LLC | 0.06% | Add +44.8% | 21,000 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.66% | Add +1.8% | 20,714 | $1.1M |
| Qsemble Capital Management, LP | 0.24% | New | 20,420 | $1.1M |
| Symmetry Partners, LLC | 0.09% | New | 20,251 | $1.1M |
| Trexquant Investment LP | 0.02% | Reduce -83.3% | 20,227 | $1.1M |
| Abacus Planning Group, Inc. | 0.21% | Reduce -16.6% | 20,217 | $1.1M |
| Ethic Inc. | 0.03% | Reduce -3.7% | 20,200 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | No change | 19,802 | $1.1M |
| Keynote Financial Services LLC | 0.90% | — | 19,780 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -14.5% | 19,773 | $1.1M |
| FORA Capital, LLC | 0.09% | New | 19,741 | $1.1M |
| XML Financial, LLC | 0.11% | Add +1.3% | 19,630 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -2.4% | 19,319 | $1.0M |
| Neumann Capital Management, LLC | 0.36% | Add +36.7% | 18,983 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -66.4% | 18,796 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 18,127 | $973K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.0% | 18,123 | $972K |
| Vident Advisory, LLC | 0.02% | Add +13.2% | 18,100 | $971K |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -14.7% | 17,045 | $915K |
| Commerce Bank | 0.01% | Reduce -6.5% | 16,687 | $895K |
| Moore Capital Management, LP | 0.02% | New | 16,559 | $889K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -2.9% | 16,504 | $886K |
| Wellington Management Group LLP | 0.00% | Add +21.9% | 16,468 | $884K |
| Petrus Trust Company, LTA | 0.08% | New | 16,229 | $871K |
| Empowered Funds, LLC | 0.02% | Reduce -0.1% | 16,054 | $861K |
| Centiva Capital, LP | 0.05% | New | 15,991 | $858K |
| Vest Financial, LLC | 0.02% | Add +192.2% | 15,883 | $852K |
| MML Investors Services, LLC | 0.00% | Reduce -23.2% | 15,886 | $852K |
| SummerHaven Investment Management, LLC | 0.52% | Add +1.3% | 15,578 | $836K |
| M&T Bank Corp | 0.00% | Reduce -23.9% | 15,573 | $835K |
| Atlas Capital Advisors Inc. | 0.13% | No change | 15,266 | $819K |
| Cibc World Markets Corp. | 0.01% | New | 15,037 | $807K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.4% | 14,950 | $802K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -24.6% | 14,918 | $801K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 14,914 | $800K |
| Shell Asset Management Co. | 0.04% | Add +8.5% | 15,534 | $794K |
| Lingohr Asset Management GmbH | 1.94% | Add +0.4% | 14,544 | $775K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -70.9% | 14,243 | $764K |
| Patten & Patten Inc. | 0.05% | Add +16.4% | 14,207 | $762K |
| Coombe, Bender & Co LLC | 0.46% | Reduce -8.9% | 14,122 | $758K |
| Advisory Research Inc. | 0.15% | Add +1.1% | 14,043 | $754K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,997 | $751K |
| Trivium Point Advisory, LLC | 0.16% | Reduce -6.5% | 13,992 | $751K |
| Park Avenue Securities LLC | 0.01% | Add +1.1% | 13,972 | $750K |
| United Services Automobile Association | 0.02% | No change | 13,726 | $737K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -19.1% | 13,679 | $734K |
| BOS Asset Management, LLC | 0.38% | Reduce -0.9% | 13,432 | $721K |
| Evergreen Capital Management LLC | 0.03% | Reduce -8.6% | 13,312 | $714K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 13,184 | $707K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Reduce -1.1% | 12,882 | $691K |
| QRG Capital Management, Inc. | 0.01% | Add +3.1% | 12,560 | $674K |
| Csenge Advisory Group | 0.04% | Add +0.9% | 12,268 | $658K |
| First Citizens Bank & Trust Co. | 0.01% | Add +10.6% | 12,181 | $654K |
| Aigen Investment Management, LP | 0.14% | New | 12,153 | $652K |
| Gotham Asset Management | 0.01% | Add +33.4% | 12,094 | $649K |
| Relative Value Partners Group, LLC | 0.04% | No change | 13,355 | $646K |
| Axq Capital, LP | 0.15% | Reduce -59.3% | 11,972 | $642K |
| Engineers Gate Manager LP | 0.02% | Reduce -67.5% | 11,829 | $635K |
| Moran Wealth Management, LLC | 0.02% | Add +8.6% | 11,789 | $633K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +175.5% | 12,763 | $628K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.2% | 11,533 | $619K |
| Marshall Wace, LLP | 0.00% | New | 11,400 | $612K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.7% | 11,384 | $611K |
| Mutual Advisors, LLC | 0.02% | Add +17.0% | 11,349 | $609K |
| HM Payson & Co. | 0.01% | No change | 11,207 | $601K |
| Greenleaf Trust | 0.01% | Reduce -30.1% | 11,204 | $601K |
| Venture Visionary Partners LLC | 0.03% | Reduce -3.5% | 10,964 | $588K |
| Pitcairn Co. | 0.04% | Reduce -0.3% | 10,878 | $584K |
| Utah Retirement Systems | 0.01% | Reduce -0.9% | 10,800 | $580K |
| Old National Bancorp | 0.01% | Reduce -0.4% | 10,591 | $568K |
| Carret Asset Management, LLC | 0.07% | Reduce -26.5% | 10,432 | $560K |
| Boxwood Ventures, Inc. | 0.98% | Reduce -41.6% | 10,412 | $559K |
| ClearAlpha Technologies LP | 0.24% | New | 10,376 | $557K |
| Westover Capital Advisors, LLC | 0.16% | Reduce -19.3% | 10,247 | $550K |
| D.A. Davidson & Co. | 0.00% | Add +124.9% | 10,214 | $548K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.4% | 10,159 | $545K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.6% | 10,121 | $543K |
| Gsa Capital Partners LLP | 0.04% | Reduce -61.1% | 10,073 | $541K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +543.4% | 9,909 | $532K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -35.9% | 9,861 | $529K |
| Alpha DNA Investment Management LLC | 0.29% | New | 9,712 | $521K |
| Ossiam | 0.01% | Reduce -50.4% | 9,662 | $518K |
| Townsquare Capital LLC | 0.01% | Add +40.4% | 9,491 | $509K |
| Old Port Advisors | 0.16% | No change | 9,448 | $507K |
| My Legacy Advisors, LLC | 0.16% | Add +2.9% | 9,015 | $484K |
| Virtus Investment Advisers, LLC | 0.35% | Reduce -39.3% | 9,005 | $483K |
| Ieq Capital, LLC | 0.01% | Add +2.3% | 8,977 | $482K |
| Campion Asset Management | 0.37% | No change | 8,920 | $479K |
| Belpointe Asset Management LLC | 0.04% | Add +4.4% | 8,761 | $470K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -60.6% | 8,531 | $458K |
| Clarius Group, LLC | 0.03% | Reduce -8.3% | 8,341 | $448K |
| CSS LLC | 0.11% | Reduce -33.8% | 8,325 | $447K |
| Measured Wealth Private Client Group, LLC | 0.15% | Reduce -20.5% | 8,186 | $439K |
| TFB Advisors LLC | 0.16% | Add +75.3% | 8,456 | $439K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.6% | 8,119 | $436K |
| Cadence Bank | 0.03% | No change | 8,027 | $431K |
| Global Retirement Partners, LLC | 0.02% | Reduce -2.2% | 8,008 | $430K |
| Shelton Capital Management | 0.01% | No change | 7,907 | $424K |
| State of Wyoming | 0.07% | Add +37.2% | 7,835 | $420K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -17.2% | 7,825 | $420K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.3% | 7,824 | $420K |
| Cwm, LLC | 0.00% | Add +65.9% | 7,700 | $413K |
| Erste Asset Management GmbH | 0.01% | No change | 7,600 | $408K |
| Patten Group, Inc. | 0.10% | No change | 7,231 | $388K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -1.1% | 7,161 | $384K |
| Seven Eight Capital, LP | 0.04% | New | 6,803 | $365K |
| Strategic Investment Advisors / MI | 0.05% | Add +10.6% | 6,763 | $363K |
| Caprock Group, LLC | 0.02% | Reduce -16.0% | 6,725 | $361K |
| NorthRock Partners, LLC | 0.01% | Add +10.4% | 6,704 | $360K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.2% | 6,651 | $357K |
| Means Investment Co., Inc. | 0.05% | Add +0.6% | 6,640 | $356K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | Add +6.8% | 6,595 | $354K |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 6,512 | $350K |
| Quent Capital, LLC | 0.04% | Reduce -0.7% | 6,520 | $350K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.5% | 6,470 | $347K |
| J. W. Coons Advisors, LLC | 0.06% | Add +8.6% | 6,425 | $345K |
| Brooklyn Investment Group | 0.15% | Reduce -3.9% | 6,395 | $344K |
| UMB Bank, n.a. | 0.01% | Add +0.8% | 6,366 | $342K |
| First Trust Direct Indexing L.P. | 0.03% | Add +3.0% | 6,353 | $341K |
| Regions Financial Corp. | 0.00% | No change | 6,328 | $340K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.9% | 6,302 | $338K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -25.1% | 6,569 | $337K |
| Forum Financial Management, LP | 0.01% | No change | 6,195 | $332K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -88.3% | 6,145 | $330K |
| NewEdge Advisors, LLC | 0.00% | Add +270.1% | 6,084 | $326K |
| Prossimo Advisors, LLC | 0.63% | Add +10.4% | 6,050 | $325K |
| Wintrust Investments LLC | 0.03% | Add +7.5% | 6,062 | $325K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -51.6% | 6,023 | $323K |
| Arnhold LLC | 0.03% | No change | 6,008 | $322K |
| Alhambra Investment Management LLC | 0.18% | New | 6,004 | $322K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -10.6% | 6,001 | $322K |
| Brown Advisory Inc. | 0.00% | Add +30.6% | 5,891 | $316K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $315K |
| Wetzel Investment Advisors, Inc. | 0.19% | Reduce -17.4% | 6,190 | $314K |
| Obsidian Cio, LLC | 0.08% | Add +0.5% | 5,800 | $311K |
| Daiwa Securities Group Inc. | 0.00% | Add +625.0% | 5,800 | $311K |
| Bridgefront Capital, LLC | 0.24% | Add +16.6% | 5,784 | $310K |
| Beacon Financial Group | 0.04% | Reduce -7.3% | 5,685 | $305K |
| CPC Advisors, LLC | 0.05% | Add +0.9% | 5,652 | $303K |
| CIBC Asset Management Inc | 0.00% | No change | 5,650 | $303K |
| Bleakley Financial Group, LLC | 0.01% | Add +5.3% | 5,645 | $303K |
| Simplicity Wealth,LLC | 0.01% | New | 5,645 | $303K |
| IHT Wealth Management, LLC | 0.01% | Add +5.1% | 5,630 | $302K |
| Alpha Cubed Investments, LLC | 0.02% | New | 5,500 | $295K |
| Paulson Wealth Management Inc. | 0.09% | Reduce -5.6% | 5,463 | $293K |
| Grey Street Capital, LLC | 0.04% | New | 5,435 | $292K |
| MBM Wealth Consultants, LLC | 0.10% | Reduce -3.2% | 5,393 | $289K |
| Sigma Planning Corp | 0.01% | New | 5,266 | $283K |
| Profund Advisors LLC | 0.01% | Add +3.4% | 5,258 | $282K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.5% | 5,223 | $280K |
| Genus Capital Management Inc. | 0.04% | — | 5,205 | $279K |
| Wedmont Private Capital | 0.02% | Add +14.8% | 5,346 | $276K |
| GTS Securities LLC | 0.01% | New | 5,072 | $272K |
| Oak Thistle LLC | 0.24% | New | 5,041 | $271K |
| Intech Investment Management LLC | 0.00% | Reduce -44.0% | 5,032 | $270K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -25.8% | 4,974 | $267K |
| Hartline Investment Corp./ | 0.05% | New | 4,962 | $266K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +2.3% | 4,962 | $266K |
| Lion Street Advisors, LLC | 0.11% | No change | 5,751 | $260K |
| Caxton Associates LP | 0.02% | New | 4,838 | $260K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 4,657 | $250K |
| AlTi Global, Inc. | 0.01% | Add +1.9% | 4,625 | $248K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -9.5% | 4,622 | $248K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.5% | 4,595 | $247K |
| NDVR, Inc. | 0.23% | New | 4,585 | $246K |
| Lane & Associates LLC | 0.15% | New | 4,548 | $244K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.6% | 4,531 | $243K |
| Handelsinvest Investeringsforvaltning | 0.12% | Reduce -34.2% | 4,522 | $243K |
| Coastline Trust Co | 0.03% | Reduce -19.8% | 4,470 | $240K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -21.2% | 4,468 | $240K |
| Cipher Capital LP | 0.11% | Reduce -87.8% | 4,462 | $239K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,447 | $239K |
| Aerodigm Wealth, LLC | 0.10% | New | 4,438 | $238K |
| Callan Capital, LLC | 0.02% | New | 4,412 | $237K |
| Delta Asset Management LLC | 0.02% | No change | 4,325 | $232K |
| SVB Wealth LLC | 0.01% | Reduce -11.8% | 4,308 | $231K |
| HHM Wealth Advisors, LLC | 0.04% | Add +4.7% | 4,304 | $231K |
| Mather Group, Llc. | 0.00% | Reduce -0.3% | 5,013 | $227K |
| Kapitalo Investimentos Ltda | 0.05% | Add +219.4% | 4,085 | $219K |
| Meeder Advisory Services, Inc. | 0.02% | New | 4,062 | $218K |
| Gardner Russo & Quinn | 0.00% | New | 4,050 | $217K |
| Schulhoff & Co. Inc. | 0.09% | New | 4,000 | $215K |
| Cambridge Trust Co. | 0.01% | No change | 4,000 | $215K |
| KBC Group NV | 0.00% | Reduce -54.7% | 3,990 | $214K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,976 | $213K |
| Paragon Capital Management Ltd | 0.04% | New | 3,945 | $212K |
| Lido Advisors, LLC | 0.00% | New | 3,869 | $208K |
| Janiczek Wealth Management, LLC | 0.04% | Reduce -7.7% | 3,822 | $205K |
| Brooks, Moore & Associates, Inc. | 0.13% | New | 3,798 | $204K |
| Buska Wealth Management, LLC | 0.09% | — | 3,770 | $202K |
| Quadrant Capital Group LLC | 0.02% | Reduce -19.0% | 3,683 | $198K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,559 | $191K |
| Toth Financial Advisory Corp. | 0.02% | No change | 3,478 | $187K |
| Fifth Third Bancorp | 0.00% | Reduce -4.4% | 3,444 | $185K |
| Allworth Financial LP | 0.00% | Add +9.0% | 3,075 | $165K |
| GAMMA Investing LLC | 0.03% | Add +7.1% | 3,071 | $165K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.0% | 3,012 | $162K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 2,980 | $160K |
| IFP Advisors, Inc | 0.01% | Reduce -34.5% | 2,889 | $155K |
| West Branch Capital LLC | 0.06% | No change | 2,709 | $145K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -9.3% | 2,640 | $142K |
| GeoWealth Management, LLC | 0.01% | Add +16.8% | 2,623 | $141K |
| Private Trust Co. NA | 0.01% | Add +7.8% | 2,570 | $138K |
| Continuum Advisory, LLC | 0.02% | New | 2,507 | $132K |
| Proffitt & Goodson Inc. | 0.02% | No change | 2,393 | $128K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,367 | $127K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,100 | $113K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 2,079 | $112K |
| Founders Capital Management | 0.07% | Add +0.5% | 2,068 | $111K |
| Covestor Ltd | 0.07% | Add +27.4% | 2,006 | $108K |
| Richardson Financial Services Inc. | 0.07% | Add +4.8% | 1,955 | $105K |
| New England Capital Financial Advisors LLC | 0.06% | No change | 1,904 | $102K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.3% | 1,779 | $96K |
| Blue Trust, Inc. | 0.00% | Reduce -41.2% | 1,775 | $95K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +20.4% | 1,457 | $78K |
| Pathway Financial Advisers, LLC | 0.03% | Add +41.3% | 1,383 | $74K |
| Lindbrook Capital, LLC | 0.01% | Reduce -13.7% | 1,379 | $74K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,292 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -78.5% | 1,197 | $64K |
| Addison Advisors LLC | 0.02% | No change | 1,162 | $62K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 1,127 | $60K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 1,082 | $58K |
| CVA Family Office, LLC | 0.01% | No change | 1,075 | $58K |
| Walleye Trading LLC | 0.00% | New | 1,073 | $58K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $56K |
| Venturi Wealth Management, LLC | 0.00% | Add +363.7% | 946 | $51K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.2% | 900 | $48K |
| Colonial Trust Advisors | 0.00% | Add +2953.6% | 855 | $46K |
| Rise Advisors, LLC | 0.02% | Add +93.8% | 814 | $44K |
| Harbour Investments, Inc. | 0.00% | Add +131.1% | 788 | $42K |
| Arlington Trust Co LLC | 0.01% | Reduce -6.3% | 774 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -95.6% | 714 | $38K |
| Bangor Savings Bank | 0.00% | No change | 664 | $36K |
| MCF Advisors LLC | 0.00% | New | 658 | $35K |
| Huntington National Bank | 0.00% | Reduce -13.6% | 640 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 615 | $33K |
| Quarry LP | 0.01% | Add +828.1% | 594 | $32K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.0% | 584 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 555 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 529 | $28K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.8% | 535 | $28K |
| Private Wealth Management Group, LLC | 0.01% | No change | 523 | $28K |
| Salomon & Ludwin, LLC | 0.00% | New | 515 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $27K |
| Kelly Lawrence W & Associates Inc. | 0.01% | New | 500 | $27K |
| Leonteq Securities AG | 0.00% | Reduce -0.4% | 500 | $27K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -18.4% | 493 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.4% | 455 | $23K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 418 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 413 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +48.2% | 406 | $22K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 400 | $21K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 399 | $21K |
| WealthCollab, LLC | 0.01% | Reduce -38.0% | 370 | $20K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.4% | 317 | $17K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 310 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 304 | $16K |
| Custom Portfolio Group LLC | 0.01% | Reduce -50.0% | 297 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.6% | 296 | $16K |
| Northwest Capital Management Inc | 0.01% | No change | 290 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 284 | $15K |
| Manchester Capital Management LLC | 0.00% | Add +40.8% | 245 | $13K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -45.1% | 251 | $13K |
| EntryPoint Capital, LLC | 0.01% | New | 235 | $13K |
| Hollencrest Capital Management | 0.00% | Add +0.9% | 231 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 227 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 222 | $12K |
| Private Ocean, LLC | 0.00% | No change | 209 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +40.7% | 197 | $11K |
| Gradient Investments LLC | 0.00% | No change | 167 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -98.4% | 161 | $9K |
| Macroview Investment Management LLC | 0.01% | New | 146 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $8K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -23.2% | 136 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 135 | $7K |
| Newton One Investments LLC | 0.00% | Add +0.8% | 132 | $7K |
| Pingora Partners LLC | 0.00% | New | 120 | $6K |
| DT Investment Partners, LLC | 0.00% | No change | 116 | $6K |
| Caitlin John, LLC | 0.00% | No change | 114 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -26.2% | 110 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -9.9% | 109 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.2% | 100 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 99 | $5K |
| GoalVest Advisory LLC | 0.00% | Reduce -18.2% | 90 | $5K |
| Sachetta, LLC | 0.00% | No change | 92 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $4K |
| Whittier Trust Co. | 0.00% | No change | 74 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -1.4% | 69 | $4K |
| Crewe Advisors LLC | 0.00% | New | 68 | $4K |
| FWL Investment Management, LLC | 0.00% | New | 65 | $3K |
| ClariVest Asset Management LLC | 0.00% | No change | 63 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 62 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 60 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 60 | $3K |
| LRI Investments, LLC | 0.00% | — | 58 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 54 | $3K |
| Northwest Investment Counselors, LLC | 0.00% | New | 55 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 53 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 53 | $3K |
| Balefire, LLC | 0.00% | Add +2.0% | 52 | $3K |
| Spire Wealth Management | 0.00% | New | 48 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 46 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 42 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 38 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| Horizon Investments, LLC | 0.00% | New | 36 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +138.5% | 31 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -42.3% | 30 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 24 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 22 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -96.3% | 20 | $1K |
| Avion Wealth | 0.00% | No change | 13 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $977 |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $751 |
| TFO Wealth Partners, LLC | 0.00% | No change | 14 | $751 |
| Cornerstone Planning Group LLC | 0.00% | New | 10 | $517 |
| Retirement Group, LLC | 0.00% | Reduce -10.0% | 9 | $483 |
| WR Wealth Planners, LLC | 0.00% | New | 8 | $429 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -40.0% | 6 | $336 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $107 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.