Unum GroupUNM
13F holders, Q2 2024 (June 30)578holders −1
57new positions
57sold out
10famous investors
$51.10avg. 13F price*
At the end of Q2 2024, 578 institutions reported holding Unum Group (UNM) in their 13F filings, down 1 from Q1 2024. 57 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock Inc. ($988.0M) and FMR LLC ($831.3M). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $24.3M |
| Exits | 57 | $72.7M |
All 13F filers, Q1 2024 → Q2 2024: 6,660,791 shares bought and 10,738,648 shares sold, net −4,077,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 578 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.2% | 20,086,575 | $1.0B |
| BlackRock Inc. | 0.02% | Reduce -1.4% | 19,330,499 | $988.0M |
| FMR LLC | 0.05% | Add +2.6% | 16,265,076 | $831.3M |
| Norges Bank | 0.11% | Add +9.8% | 14,644,537 | $748.5M |
| State Street Corp. | 0.01% | Reduce -1.6% | 6,089,518 | $311.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -0.1% | 5,445,494 | $278.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.3% | 5,302,899 | $271.0M |
| Morgan Stanley | 0.02% | Reduce -4.9% | 4,023,275 | $205.6M |
| AQR Capital Management | 0.26% | Reduce -10.2% | 3,368,196 | $171.3M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Add +5.0% | 3,304,660 | $168.9M |
| Donald Smith & Co., Inc. | 4.05% | Reduce -15.2% | 3,108,301 | $158.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.2% | 3,097,999 | $158.4M |
| LSV Asset Management | 0.32% | Reduce -3.0% | 2,814,520 | $143.8M |
| Nordea Investment Management AB | 0.14% | Reduce -21.3% | 2,332,345 | $118.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +16.7% | 2,229,103 | $113.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 2,167,783 | $110.8M |
| Royal Bank of Canada | 0.02% | Reduce -11.4% | 1,491,285 | $76.2M |
| Invesco Ltd. | 0.02% | Add +5.8% | 1,451,015 | $74.2M |
| Northern Trust Corp. | 0.01% | Add +9.3% | 1,428,915 | $73.0M |
| First Trust Advisors LP | 0.07% | Add +8.8% | 1,340,001 | $68.5M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.0% | 1,213,634 | $62.0M |
| ProShare Advisors LLC | 0.17% | Add +89.8% | 1,207,756 | $61.7M |
| Assetmark, Inc. | 0.19% | Reduce -0.1% | 1,194,812 | $61.1M |
| Victory Capital Management Inc. | 0.06% | Add +62.9% | 1,119,870 | $57.2M |
| Two Sigma Advisers, LP | 0.12% | Reduce -21.8% | 1,045,000 | $53.4M |
| Allianz Asset Management GmbH | 0.08% | Add +21.6% | 988,554 | $50.5M |
| Boone Capital Management LLC | 12.40% | Reduce -9.2% | 930,545 | $47.6M |
| Wedge Capital Management L L P | 0.79% | Add +8.0% | 872,808 | $44.6M |
| Millennium Management | 0.04% | Reduce -31.1% | 838,806 | $42.9M |
| D. E. Shaw & Co. | 0.05% | Reduce -2.6% | 688,683 | $35.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +88.8% | 678,949 | $34.7M |
| Two Sigma Investments, LP | 0.08% | Reduce -33.9% | 665,926 | $34.0M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 652,519 | $33.4M |
| Amundi | 0.01% | Reduce -31.7% | 645,686 | $32.7M |
| Man Group plc | 0.09% | Reduce -20.4% | 628,216 | $32.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -13.4% | 594,348 | $30.4M |
| Rhumbline Advisers | 0.03% | Reduce -3.8% | 553,314 | $28.3M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 552,176 | $28.2M |
| California Public Employees Retirement System | 0.02% | Add +36.7% | 523,871 | $26.8M |
| Retirement Systems of Alabama | 0.10% | Reduce -1.6% | 511,820 | $26.2M |
| Grace & White Inc. | 4.89% | Reduce -0.1% | 502,806 | $25.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.5% | 432,176 | $22.1M |
| Legal & General Group Plc | 0.01% | Reduce -10.3% | 428,916 | $21.9M |
| Guggenheim Capital LLC | 0.16% | Add +0.3% | 425,213 | $21.7M |
| Sei Investments Co. | 0.03% | Add +9.5% | 413,350 | $21.1M |
| McGowan Group Asset Management, Inc. | 2.99% | Reduce -0.4% | 411,466 | $21.0M |
| Woodline Partners LP | 0.20% | Reduce -33.0% | 409,867 | $20.9M |
| Brandywine Global Investment Management, LLC | 0.15% | Add +5.1% | 400,247 | $20.5M |
| Neuberger Berman Group LLC | 0.02% | Add +169.0% | 396,695 | $20.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -2.6% | 395,778 | $20.2M |
| Renaissance Technologies | 0.03% | Reduce -52.4% | 393,700 | $20.1M |
| UBS Group AG | 0.01% | Add +21.3% | 392,657 | $20.1M |
| Swiss National Bank | 0.01% | Reduce -2.2% | 376,700 | $19.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.9% | 358,154 | $18.3M |
| Truist Financial Corp. | 0.03% | Reduce -7.4% | 355,229 | $18.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +7.3% | 352,145 | $18.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -17.6% | 338,829 | $17.3M |
| Prana Capital Management, LP | 0.80% | Reduce -44.0% | 329,591 | $16.8M |
| Storebrand Asset Management As | 0.05% | Reduce -6.8% | 320,171 | $16.4M |
| Voya Investment Management LLC | 0.02% | Reduce -24.8% | 315,111 | $16.1M |
| Franklin Resources Inc. | 0.01% | Add +5.8% | 312,962 | $16.0M |
| Schroder Investment Management Group | 0.02% | Reduce -40.6% | 309,163 | $15.8M |
| D. Scott Neal, Inc. | 8.33% | Add +30.2% | 292,952 | $15.0M |
| LPL Financial LLC | 0.01% | Add +5.6% | 276,244 | $14.1M |
| Glenmede Trust Co. NA | 0.07% | Reduce -17.9% | 267,241 | $13.7M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -66.4% | 261,734 | $13.4M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +3.5% | 259,372 | $13.0M |
| Gateway Investment Advisers LLC | 0.14% | Reduce -0.2% | 250,264 | $12.8M |
| HSBC Holdings PLC | 0.01% | Add +106.4% | 233,881 | $11.9M |
| American Century Companies Inc. | 0.01% | Reduce -8.0% | 229,761 | $11.7M |
| Barclays PLC | 0.01% | Reduce -38.0% | 228,931 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | — | 225,271 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.0% | 216,066 | $11.0M |
| Prudential Financial Inc. | 0.02% | Reduce -44.9% | 215,404 | $11.0M |
| AXA S.A. | 0.03% | Reduce -0.2% | 208,461 | $10.7M |
| Artemis Investment Management LLP | 0.14% | Add +28.6% | 208,087 | $10.6M |
| Captrust Financial Advisors | 0.03% | Add +4.2% | 207,311 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +3.1% | 204,923 | $10.5M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +11.2% | 202,527 | $10.4M |
| Raymond James & Associates | 0.01% | Add +10.9% | 194,978 | $10.0M |
| California State Teachers Retirement System | 0.01% | Reduce -4.1% | 188,759 | $9.6M |
| M&G PLC | 0.07% | Add +12.4% | 187,121 | $9.5M |
| NewSquare Capital LLC | 0.82% | Add +4.6% | 189,746 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +31.7% | 185,255 | $9.5M |
| South Dakota Investment Council | 0.19% | Reduce -15.3% | 184,850 | $9.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +20.9% | 182,705 | $9.3M |
| Quantinno Capital Management LP | 0.16% | Add +3.0% | 175,146 | $9.0M |
| GMO | 0.03% | Add +18.9% | 173,412 | $8.9M |
| Bridgewater Associates | 0.05% | Add +61.3% | 171,269 | $8.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +183.5% | 170,100 | $8.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -8.2% | 163,082 | $8.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -40.4% | 158,236 | $8.1M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 154,576 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.7% | 153,329 | $7.8M |
| Barnett & Company, Inc. | 5.46% | Reduce -0.9% | 148,742 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.6% | 146,581 | $7.5M |
| Algert Global LLC | 0.24% | Add +14.5% | 139,348 | $7.1M |
| Calydon Capital | 1.27% | Reduce -0.2% | 139,073 | $7.1M |
| CI Investments Inc. | 0.03% | Reduce -0.7% | 136,286 | $7.0M |
| Comerica Bank | 0.03% | Reduce -1.3% | 135,902 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.5% | 132,918 | $6.8M |
| Cubist Systematic Strategies, LLC | 0.12% | Reduce -54.1% | 132,776 | $6.8M |
| Neo Ivy Capital Management | 1.30% | — | 129,920 | $6.6M |
| Teacher Retirement System of Texas | 0.04% | Add +7.5% | 129,329 | $6.6M |
| Burney Co./ | 0.24% | Reduce -4.0% | 123,089 | $6.3M |
| Janus Henderson Group PLC | 0.00% | Add +14.0% | 122,803 | $6.3M |
| Point72 Asset Management | 0.02% | New | 122,255 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +293.7% | 122,038 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -8.3% | 121,073 | $6.2M |
| Public Employees Retirement System of Ohio | 0.02% | Add +45.2% | 120,132 | $6.1M |
| Ibex Wealth Advisors | 0.95% | Add +25.5% | 118,681 | $6.1M |
| National Bank of Canada | 0.01% | Reduce -39.0% | 117,226 | $6.0M |
| Foster & Motley Inc. | 0.41% | Add +1.3% | 116,082 | $5.9M |
| Amalgamated Bank | 0.05% | Reduce -10.0% | 113,827 | $5.8M |
| IFG Advisory, LLC | 0.37% | Reduce -0.7% | 112,949 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 105,547 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.8% | 103,200 | $5.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +32.3% | 103,834 | $5.3M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -5.9% | 101,926 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Add +347.7% | 101,462 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.3% | 101,282 | $5.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.8% | 96,814 | $4.9M |
| AlphaCore Capital LLC | 1.19% | Add +0.5% | 95,943 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -78.6% | 95,263 | $4.9M |
| MetLife Investment Management, LLC | 0.03% | Reduce -6.1% | 93,972 | $4.8M |
| Verition Fund Management LLC | 0.04% | Add +399.4% | 93,862 | $4.8M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 93,334 | $4.8M |
| Wealthfront Advisers LLC | 0.02% | Reduce -3.0% | 89,465 | $4.6M |
| Canada Pension Plan Investment Board | 0.00% | No change | 88,000 | $4.5M |
| Squarepoint Ops LLC | 0.02% | Reduce -75.9% | 87,144 | $4.5M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -1.3% | 87,017 | $4.4M |
| Algebris (uk) Ltd. | 1.42% | Reduce -18.7% | 92,596 | $4.4M |
| Creative Planning | 0.00% | Reduce -0.2% | 85,442 | $4.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.4% | 83,049 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3.0% | 80,041 | $4.1M |
| BTC Capital Management, Inc. | 0.38% | Reduce -17.7% | 79,119 | $4.0M |
| Alaska Permanent Fund Corp | 0.06% | Reduce -0.8% | 70,058 | $4.0M |
| Boston Common Asset Management, LLC | 0.10% | Reduce -13.8% | 78,663 | $4.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -10.0% | 77,873 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Add +2.4% | 77,861 | $4.0M |
| Van Eck Associates Corp. | 0.01% | New | 77,195 | $3.9M |
| Trexquant Investment LP | 0.06% | Add +281.4% | 77,154 | $3.9M |
| Macquarie Group Ltd. | 0.00% | No change | 75,700 | $3.9M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -3.4% | 74,495 | $3.8M |
| Silver Lake Advisory, LLC | 0.94% | Add +0.1% | 73,993 | $3.8M |
| Zacks Investment Management | 0.04% | Add +6.3% | 73,307 | $3.7M |
| apricus wealth, LLC | 2.43% | Reduce -6.6% | 66,685 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.6% | 66,320 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +90.9% | 66,073 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -37.2% | 65,894 | $3.4M |
| Illinois Municipal Retirement Fund | 0.05% | No change | 65,768 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.9% | 65,531 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 65,159 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -3.4% | 63,065 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 60,910 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 60,320 | $3.1M |
| Auxier Asset Management LLC | 0.48% | Add +0.7% | 59,126 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.2% | 59,018 | $3.0M |
| AlphaQuest LLC | 0.38% | Add +44.9% | 54,720 | $2.8M |
| Citigroup Inc. | 0.00% | Add +26.4% | 54,305 | $2.8M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.23% | No change | 54,100 | $2.8M |
| Jump Financial, LLC | 0.06% | Add +9.7% | 53,962 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +0.0% | 53,617 | $2.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -63.0% | 53,611 | $2.7M |
| Bank of Nova Scotia | 0.01% | Add +85.8% | 53,046 | $2.7M |
| Hussman Strategic Advisors, Inc. | 0.74% | No change | 52,500 | $2.7M |
| Mariner, LLC | 0.01% | Add +5.1% | 52,295 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.6% | 50,400 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +16.5% | 49,987 | $2.6M |
| Anchor Investment Management, LLC | 0.26% | No change | 49,403 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -76.6% | 48,164 | $2.5M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -68.2% | 46,300 | $2.4M |
| Cerity Partners LLC | 0.01% | Reduce -6.5% | 45,657 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 45,221 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -5.1% | 44,275 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -0.8% | 43,634 | $2.2M |
| Kendall Capital Management | 0.74% | Add +0.4% | 43,595 | $2.2M |
| STRS Ohio | 0.01% | Add +2.5% | 43,336 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Reduce -14.1% | 43,107 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -3.8% | 42,900 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.1% | 42,396 | $2.2M |
| Great Diamond Partners, LLC | 0.51% | Reduce -0.7% | 42,318 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.4% | 42,042 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.2% | 41,807 | $2.1M |
| Savant Capital, LLC | 0.02% | Add +1.6% | 41,714 | $2.1M |
| Bokf, NA | 0.04% | Reduce -0.3% | 41,657 | $2.1M |
| Boston Financial Mangement LLC | 0.07% | No change | 40,000 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -2.0% | 39,732 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.9% | 39,457 | $2.0M |
| CoreCap Advisors, LLC | 0.21% | Reduce -2.9% | 39,265 | $2.0M |
| OMERS ADMINISTRATION Corp | 0.02% | New | 39,200 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 38,200 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -1.1% | 38,005 | $1.9M |
| Sculati Wealth Management, LLC | 0.83% | Add +6.5% | 37,910 | $1.9M |
| Abn Amro Investment Solutions | 0.04% | Reduce -24.2% | 37,769 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -17.6% | 36,969 | $1.9M |
| Naples Global Advisors, LLC | 0.19% | Reduce -3.7% | 36,769 | $1.9M |
| Aviance Capital Partners, LLC | 0.26% | Reduce -5.0% | 36,370 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +9.5% | 36,132 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +0.9% | 36,130 | $1.8M |
| DGS Capital Management, LLC | 0.51% | Add +2.2% | 35,351 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.0% | 35,105 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +22.3% | 35,041 | $1.8M |
| Investors Research Corp | 0.41% | No change | 34,725 | $1.8M |
| Vestcor Inc | 0.06% | Reduce -13.6% | 34,633 | $1.8M |
| Ritholtz Wealth Management | 0.06% | Reduce -11.3% | 34,222 | $1.7M |
| Waterfront Wealth Inc. | 0.47% | Add +12.1% | 33,984 | $1.7M |
| Danske Bank A/S | 0.01% | Reduce -13.6% | 33,906 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +4.3% | 33,600 | $1.7M |
| Hancock Whitney Corp. | 0.06% | Reduce -14.2% | 33,251 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +19.4% | 32,737 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +87.9% | 32,023 | $1.6M |
| Strategic Global Advisors, LLC | 0.33% | Add +1.9% | 31,178 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -2.4% | 30,872 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -4.3% | 30,106 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +10.1% | 29,894 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +1.5% | 29,481 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.1% | 28,765 | $1.5M |
| Intech Investment Management LLC | 0.02% | Add +468.5% | 28,605 | $1.5M |
| Redwood Investment Management, LLC | 0.12% | New | 27,293 | $1.4M |
| NJ State Employees Deferred Compensation Plan | 0.18% | No change | 28,000 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 27,975 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +3.3% | 27,296 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Add +166.3% | 26,825 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 26,082 | $1.3M |
| Dumont & Blake Investment Advisors LLC | 0.19% | Add +100.6% | 25,844 | $1.3M |
| Lecap Asset Management Ltd. | 0.28% | Reduce -27.9% | 25,758 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +0.0% | 24,555 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.0% | 24,144 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +10.0% | 23,642 | $1.2M |
| Vident Advisory, LLC | 0.03% | Add +26.8% | 22,949 | $1.2M |
| Affinity Investment Advisors, LLC | 0.87% | No change | 22,597 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -6.5% | 22,403 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 22,481 | $1.1M |
| Ascent Group, LLC | 0.09% | Reduce -5.8% | 22,126 | $1.1M |
| Councilmark Asset Management, LLC | 0.79% | No change | 21,800 | $1.1M |
| Vest Financial, LLC | 0.03% | Add +37.1% | 21,770 | $1.1M |
| AIA Group Ltd | 0.03% | No change | 21,672 | $1.1M |
| Xponance LLC | 0.01% | Reduce -16.0% | 21,579 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -28.0% | 21,512 | $1.1M |
| Polianta Ltd | 0.55% | Reduce -2.7% | 21,300 | $1.1M |
| Axq Capital, LP | 0.25% | Add +77.3% | 21,220 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.16% | Reduce -6.0% | 20,921 | $1.1M |
| Ethic Inc. | 0.02% | Add +3.0% | 20,795 | $1.1M |
| Abacus Planning Group, Inc. | 0.20% | Add +0.8% | 20,371 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.3% | 20,212 | $1.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 20,200 | $1.0M |
| Keynote Financial Services LLC | 0.86% | Add +0.8% | 19,940 | $1.0M |
| Gotham Asset Management | 0.01% | Add +64.2% | 19,863 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -0.3% | 19,706 | $1.0M |
| XML Financial, LLC | 0.10% | No change | 19,630 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.3% | 19,357 | $989K |
| Stephens Inc. | 0.01% | Reduce -1.7% | 18,987 | $970K |
| Dynamic Technology Lab Private Ltd | 0.11% | Add +43.7% | 18,944 | $968K |
| Lifestyle Asset Management, Inc. | 0.55% | Reduce -9.0% | 18,857 | $964K |
| Neumann Capital Management, LLC | 0.33% | Reduce -1.6% | 18,683 | $955K |
| Summit Global Investments | 0.07% | New | 18,399 | $940K |
| Caxton Associates LP | 0.04% | Add +279.9% | 18,382 | $940K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.2% | 17,473 | $917K |
| Commerce Bank | 0.01% | Add +3.7% | 17,302 | $884K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +4.7% | 17,276 | $883K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.0% | 17,044 | $872K |
| Convergence Investment Partners, LLC | 0.25% | Reduce -25.4% | 16,516 | $844K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 16,429 | $840K |
| Susquehanna International Group, LLP | 0.00% | Add +59.2% | 16,170 | $826K |
| SummerHaven Investment Management, LLC | 0.53% | Add +1.8% | 15,865 | $811K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -81.3% | 15,604 | $798K |
| Tidal Investments LLC | 0.01% | Reduce -75.7% | 15,557 | $795K |
| Engineers Gate Manager LP | 0.02% | Add +30.4% | 15,423 | $788K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,997 | $766K |
| Advisory Research Inc. | 0.14% | Add +6.6% | 14,975 | $765K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.4% | 14,972 | $765K |
| Trivium Point Advisory, LLC | 0.11% | Add +6.8% | 14,936 | $763K |
| Pearl River Capital, LLC | 0.12% | Reduce -33.1% | 14,650 | $749K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 14,501 | $741K |
| Lingohr Asset Management GmbH | 1.84% | No change | 14,544 | $737K |
| United Services Automobile Association | 0.02% | Add +3.9% | 14,257 | $729K |
| Securian Asset Management, Inc. | 0.02% | Reduce -5.0% | 14,198 | $726K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +252.2% | 14,004 | $716K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -8.3% | 13,999 | $715K |
| Versor Investments LP | 0.13% | New | 13,986 | $715K |
| Coombe, Bender & Co LLC | 0.42% | Reduce -1.9% | 13,855 | $708K |
| Patten & Patten Inc. | 0.05% | Reduce -3.7% | 13,677 | $699K |
| M&T Bank Corp | 0.00% | Reduce -12.4% | 13,638 | $697K |
| BOS Asset Management, LLC | 0.32% | Reduce -0.9% | 13,317 | $681K |
| Park Avenue Securities LLC | 0.01% | Reduce -4.8% | 13,306 | $680K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -3.4% | 13,211 | $675K |
| Moran Wealth Management, LLC | 0.02% | Add +10.9% | 13,074 | $668K |
| QRG Capital Management, Inc. | 0.01% | Add +1.8% | 12,786 | $654K |
| Wellington Management Group LLP | 0.00% | Reduce -22.8% | 12,707 | $649K |
| Evergreen Capital Management LLC | 0.02% | Reduce -5.5% | 12,573 | $643K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.13% | Add +496.6% | 12,403 | $634K |
| Petrus Trust Company, LTA | 0.06% | Reduce -24.9% | 12,189 | $623K |
| Caprock Group, LLC | 0.03% | Add +79.7% | 12,087 | $618K |
| ClearAlpha Technologies LP | 0.24% | Add +16.4% | 12,073 | $617K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 11,557 | $591K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.5% | 10,835 | $580K |
| Greenleaf Trust | 0.01% | Reduce -0.6% | 11,135 | $569K |
| Deerfield Management Company, L.P. | 0.01% | New | 11,057 | $565K |
| HM Payson & Co. | 0.01% | Reduce -1.3% | 11,057 | $565K |
| Townsquare Capital LLC | 0.01% | Add +13.6% | 10,786 | $551K |
| D.A. Davidson & Co. | 0.00% | Add +4.7% | 10,691 | $546K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -6.1% | 10,688 | $546K |
| Old National Bancorp | 0.01% | Reduce -0.4% | 10,546 | $539K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -42.0% | 10,508 | $537K |
| Pitcairn Co. | 0.03% | Reduce -3.5% | 10,501 | $537K |
| Boxwood Ventures, Inc. | 0.85% | No change | 10,412 | $532K |
| Csenge Advisory Group | 0.03% | Reduce -15.3% | 10,390 | $531K |
| Cwm, LLC | 0.00% | Add +33.8% | 10,305 | $527K |
| Bridgefront Capital, LLC | 0.22% | Add +78.2% | 10,305 | $527K |
| Ieq Capital, LLC | 0.01% | Add +13.9% | 10,227 | $523K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +2.2% | 10,126 | $518K |
| Carret Asset Management, LLC | 0.06% | Reduce -2.9% | 10,132 | $518K |
| Utah Retirement Systems | 0.01% | Reduce -6.5% | 10,100 | $516K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.0% | 10,021 | $512K |
| Westover Capital Advisors, LLC | 0.13% | Reduce -2.5% | 9,987 | $510K |
| Wedmont Private Capital | 0.03% | Add +82.9% | 9,780 | $508K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -1.2% | 9,740 | $498K |
| Belpointe Asset Management LLC | 0.03% | Add +8.7% | 9,526 | $487K |
| Venture Visionary Partners LLC | 0.02% | Reduce -13.1% | 9,526 | $487K |
| Capstone Investment Advisors, LLC | 0.02% | New | 9,307 | $476K |
| Old Port Advisors | 0.14% | Reduce -2.0% | 9,262 | $473K |
| My Legacy Advisors, LLC | 0.15% | Add +2.6% | 9,250 | $473K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,979 | $459K |
| CSS LLC | 0.10% | Add +7.8% | 8,970 | $458K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,933 | $457K |
| Campion Asset Management | 0.36% | No change | 8,920 | $456K |
| Quadrature Capital Ltd | 0.01% | Reduce -57.7% | 8,918 | $456K |
| TFB Advisors LLC | 0.15% | Add +4.0% | 8,796 | $450K |
| Newport Capital Group, LLC | 0.36% | — | 8,788 | $449K |
| CPC Advisors, LLC | 0.07% | Add +48.3% | 8,382 | $428K |
| Caitlin John, LLC | 0.31% | Add +7213.2% | 8,337 | $426K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,119 | $415K |
| Global Retirement Partners, LLC | 0.01% | Add +0.8% | 8,068 | $412K |
| Cadence Bank | 0.03% | No change | 8,027 | $410K |
| Clarius Group, LLC | 0.03% | Reduce -7.1% | 7,746 | $396K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.8% | 7,606 | $389K |
| Erste Asset Management GmbH | 0.01% | No change | 7,600 | $385K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.8% | 7,447 | $381K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 7,380 | $377K |
| Patten Group, Inc. | 0.09% | No change | 7,231 | $370K |
| First Trust Direct Indexing L.P. | 0.02% | Add +12.8% | 7,169 | $366K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 7,161 | $366K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 7,130 | $364K |
| Shelton Capital Management | 0.01% | Reduce -10.0% | 7,113 | $364K |
| nVerses Capital, LLC | 0.21% | New | 7,000 | $358K |
| NorthRock Partners, LLC | 0.01% | Add +2.1% | 6,843 | $350K |
| Choreo, LLC | 0.01% | New | 6,760 | $346K |
| Brooklyn Investment Group | 0.15% | No change | 6,395 | $344K |
| Means Investment Co., Inc. | 0.04% | Add +0.5% | 6,674 | $341K |
| Quent Capital, LLC | 0.04% | Add +0.5% | 6,552 | $335K |
| Meeder Advisory Services, Inc. | 0.02% | Add +60.7% | 6,529 | $334K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -3.6% | 6,518 | $333K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -4.4% | 6,278 | $332K |
| Wetzel Investment Advisors, Inc. | 0.19% | No change | 6,190 | $332K |
| J. W. Coons Advisors, LLC | 0.06% | Add +0.0% | 6,427 | $328K |
| Blueshift Asset Management, LLC | 0.11% | New | 6,409 | $328K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 6,365 | $325K |
| Ballentine Partners, LLC | 0.01% | Add +0.8% | 6,354 | $325K |
| Regions Financial Corp. | 0.00% | No change | 6,328 | $323K |
| Bleakley Financial Group, LLC | 0.01% | Add +11.7% | 6,307 | $322K |
| Simplicity Wealth,LLC | 0.01% | Add +11.7% | 6,307 | $322K |
| Bessemer Group Inc. | 0.00% | Reduce -3.9% | 6,260 | $320K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 6,204 | $317K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.15% | Reduce -6.0% | 6,201 | $317K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -85.2% | 6,200 | $317K |
| Freedom Investment Management, Inc. | 0.03% | Add +2.2% | 6,133 | $313K |
| Virtus Investment Advisers, LLC | 0.28% | Reduce -32.2% | 6,105 | $312K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.2% | 6,100 | $312K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.8% | 6,071 | $310K |
| MQS Management LLC | 0.19% | New | 6,067 | $310K |
| Wintrust Investments LLC | 0.03% | Reduce -0.3% | 6,042 | $309K |
| Arnhold LLC | 0.03% | No change | 6,008 | $307K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 5,986 | $306K |
| Prossimo Advisors, LLC | 0.28% | Reduce -1.3% | 5,970 | $305K |
| Callan Capital, LLC | 0.03% | Add +35.1% | 5,961 | $305K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +18.9% | 5,899 | $301K |
| Brown Advisory Inc. | 0.00% | No change | 5,891 | $301K |
| GAMMA Investing LLC | 0.04% | Add +91.0% | 5,867 | $300K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $300K |
| PEAK6 Investments LLC | 0.01% | New | 5,846 | $299K |
| Lion Street Advisors, LLC | 0.11% | No change | 5,751 | $294K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 5,637 | $288K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,500 | $281K |
| Brooks, Moore & Associates, Inc. | 0.18% | Add +44.8% | 5,498 | $281K |
| Impact Partnership Wealth, LLC | 0.07% | New | 5,394 | $276K |
| MBM Wealth Consultants, LLC | 0.09% | Add +0.9% | 5,441 | $275K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.9% | 5,371 | $275K |
| Lido Advisors, LLC | 0.00% | Add +37.3% | 5,313 | $272K |
| Valeo Financial Advisors, LLC | 0.01% | New | 5,282 | $270K |
| Mather Group, Llc. | 0.00% | No change | 5,013 | $269K |
| Paragon Capital Management Ltd | 0.05% | Add +33.4% | 5,261 | $269K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -3.8% | 5,258 | $269K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.4% | 5,244 | $268K |
| Atria Investments, Inc | 0.00% | New | 5,164 | $264K |
| Blue Trust, Inc. | 0.00% | Add +173.9% | 4,861 | $261K |
| SageView Advisory Group, LLC | 0.02% | New | 5,076 | $259K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 4,974 | $254K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -59.6% | 4,926 | $252K |
| Summit Trail Advisors, LLC | 0.01% | Add +7.9% | 4,888 | $250K |
| Obsidian Cio, LLC | 0.06% | Reduce -15.9% | 4,878 | $249K |
| Sigma Planning Corp | 0.01% | Reduce -8.6% | 4,814 | $246K |
| AlTi Global, Inc. | 0.01% | Add +1.9% | 4,714 | $241K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,684 | $239K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,684 | $239K |
| Lane & Associates LLC | 0.14% | Add +2.3% | 4,653 | $238K |
| Brown Brothers Harriman & Co. | 0.00% | Add +694.9% | 4,642 | $237K |
| State of Wyoming | 0.04% | Reduce -40.9% | 4,631 | $237K |
| AE Wealth Management LLC | 0.00% | New | 4,627 | $236K |
| Centiva Capital, LP | 0.01% | Reduce -71.1% | 4,619 | $236K |
| Profund Advisors LLC | 0.01% | Reduce -12.2% | 4,615 | $236K |
| Ossiam | 0.00% | Reduce -52.7% | 4,571 | $234K |
| Edgestream Partners, L.P. | 0.01% | Reduce -95.5% | 4,562 | $233K |
| Applied Finance Capital Management, LLC | 0.01% | New | 4,537 | $232K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -2.1% | 4,497 | $230K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.7% | 4,485 | $229K |
| Coastline Trust Co | 0.03% | No change | 4,470 | $228K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 4,468 | $228K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.5% | 4,394 | $225K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -65.6% | 4,393 | $225K |
| Rafferty Asset Management, LLC | 0.00% | New | 4,390 | $224K |
| KBC Group NV | 0.00% | Add +9.9% | 4,386 | $224K |
| Delta Asset Management LLC | 0.02% | No change | 4,325 | $221K |
| NDVR, Inc. | 0.23% | Reduce -5.7% | 4,323 | $221K |
| Beacon Financial Group | 0.03% | Reduce -24.0% | 4,320 | $221K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 4,304 | $220K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,279 | $219K |
| Citadel Advisors | 0.00% | Reduce -97.8% | 4,272 | $218K |
| Quadrant Capital Group LLC | 0.02% | Add +15.7% | 4,261 | $218K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,001 | $217K |
| &partners | 0.01% | New | 4,173 | $213K |
| Blair William & Co. | 0.00% | New | 4,117 | $210K |
| Gardner Russo & Quinn | 0.00% | No change | 4,050 | $207K |
| Schulhoff & Co. Inc. | 0.09% | No change | 4,000 | $204K |
| Fifth Third Bancorp | 0.00% | Add +9.2% | 3,759 | $192K |
| Point72 Hong Kong Ltd | 0.01% | Reduce -85.5% | 3,741 | $191K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,559 | $182K |
| Toth Financial Advisory Corp. | 0.02% | No change | 3,478 | $178K |
| UMB Bank, n.a. | 0.00% | Reduce -46.8% | 3,388 | $173K |
| Janiczek Wealth Management, LLC | 0.04% | Reduce -13.0% | 3,326 | $170K |
| Allworth Financial LP | 0.00% | Add +0.7% | 3,097 | $166K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 3,031 | $155K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 2,980 | $152K |
| IFP Advisors, Inc | 0.01% | Reduce -1.8% | 2,838 | $145K |
| Clearstead Advisors, LLC | 0.00% | Add +430.5% | 2,838 | $145K |
| Bank & Trust Co | 0.12% | — | 2,834 | $145K |
| West Branch Capital LLC | 0.05% | No change | 2,709 | $138K |
| GeoWealth Management, LLC | 0.01% | Add +2.1% | 2,678 | $137K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,640 | $135K |
| NFSG Corp | 0.05% | New | 2,602 | $133K |
| Private Trust Co. NA | 0.01% | No change | 2,570 | $131K |
| Continuum Advisory, LLC | 0.02% | Reduce -2.0% | 2,457 | $126K |
| Proffitt & Goodson Inc. | 0.02% | No change | 2,393 | $122K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,367 | $121K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,100 | $107K |
| Covestor Ltd | 0.07% | Add +0.2% | 2,010 | $103K |
| Farther Finance Advisors, LLC | 0.01% | Add +12.8% | 2,007 | $103K |
| New England Capital Financial Advisors LLC | 0.05% | No change | 1,904 | $97K |
| Walleye Capital LLC | 0.00% | Reduce -91.5% | 1,795 | $92K |
| Richardson Financial Services Inc. | 0.07% | Reduce -9.2% | 1,775 | $91K |
| Redwood Wealth Management Group, LLC | 0.07% | New | 1,736 | $89K |
| International Assets Investment Management, LLC | 0.01% | New | 1,700 | $87K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +0.1% | 1,458 | $75K |
| Addison Advisors LLC | 0.02% | Add +24.1% | 1,442 | $74K |
| Arax Advisory Partners | 0.01% | New | 1,402 | $72K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 1,400 | $72K |
| Smartleaf Asset Management LLC | 0.01% | Add +14.9% | 1,375 | $70K |
| Lindbrook Capital, LLC | 0.01% | Reduce -4.1% | 1,323 | $68K |
| Abich Financial Wealth Management LLC | 0.05% | New | 1,313 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,292 | $66K |
| Acadian Asset Management LLC | 0.00% | Reduce -99.0% | 1,118 | $57K |
| CVA Family Office, LLC | 0.01% | Add +1.4% | 1,090 | $56K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 1,082 | $55K |
| Principal Securities, Inc. | 0.00% | Reduce -4.3% | 1,078 | $55K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $54K |
| Kelly Lawrence W & Associates Inc. | 0.01% | Add +100.0% | 1,000 | $51K |
| CENTRAL TRUST Co | 0.00% | New | 1,000 | $51K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -28.5% | 989 | $50K |
| Advisors Asset Management, Inc. | 0.00% | New | 982 | $50K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.1% | 899 | $46K |
| William B. Walkup & Associates, Inc. | 0.03% | — | 855 | $44K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -11.0% | 842 | $43K |
| Geneos Wealth Management Inc. | 0.00% | Add +33.0% | 818 | $42K |
| Family Firm, Inc. | 0.01% | New | 806 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 792 | $41K |
| Innealta Capital, LLC | 0.01% | New | 781 | $40K |
| Arlington Trust Co LLC | 0.01% | No change | 774 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +32.5% | 603 | $35K |
| MCF Advisors LLC | 0.00% | No change | 658 | $34K |
| Huntington National Bank | 0.00% | Add +0.5% | 643 | $33K |
| Great Lakes Retirement, Inc. | 0.00% | New | 616 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.0% | 614 | $31K |
| Founders Capital Management | 0.02% | Reduce -71.0% | 600 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 573 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 555 | $28K |
| Manchester Capital Management LLC | 0.00% | Add +121.2% | 542 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 529 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 508 | $26K |
| Versant Capital Management, Inc | 0.01% | Add +361.5% | 503 | $26K |
| Group One Trading LLC | 0.00% | New | 502 | $26K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $26K |
| Aquatic Capital Management LLC | 0.00% | New | 500 | $26K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 493 | $25K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 419 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 416 | $21K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 400 | $20K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 399 | $20K |
| Rise Advisors, LLC | 0.01% | Reduce -51.6% | 394 | $20K |
| Leonteq Securities AG | 0.00% | Reduce -21.4% | 393 | $20K |
| WealthCollab, LLC | 0.01% | No change | 370 | $19K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -34.6% | 342 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.0% | 337 | $17K |
| TD Private Client Wealth LLC | 0.00% | No change | 317 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.8% | 316 | $16K |
| Heritage Wealth Advisors | 0.00% | No change | 304 | $16K |
| Hobbs Group Advisors, LLC | 0.01% | — | 300 | $15K |
| Northwest Capital Management Inc | 0.01% | No change | 290 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 284 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | Add +157.3% | 283 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | — | 262 | $13K |
| Hollencrest Capital Management | 0.00% | Add +0.9% | 233 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.3% | 224 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $11K |
| Rothschild Investment LLC | 0.00% | New | 209 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -11.7% | 196 | $10K |
| Whittier Trust Co. | 0.00% | Add +154.1% | 188 | $10K |
| ClariVest Asset Management LLC | 0.00% | Add +174.6% | 173 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $9K |
| Gradient Investments LLC | 0.00% | No change | 167 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $8K |
| Natixis | 0.00% | Reduce -99.9% | 151 | $8K |
| Exchange Traded Concepts, LLC | 0.00% | Add +35.0% | 135 | $7K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 136 | $7K |
| Newton One Investments LLC | 0.00% | Add +0.8% | 133 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -10.3% | 122 | $6K |
| IAG Wealth Partners, LLC | 0.00% | New | 120 | $6K |
| Pingora Partners LLC | 0.00% | No change | 120 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $6K |
| Sachetta, LLC | 0.00% | Add +10.9% | 102 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 99 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -54.3% | 90 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +42.6% | 77 | $4K |
| Private Ocean, LLC | 0.00% | Reduce -62.7% | 78 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 69 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 62 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 62 | $3K |
| Eagle Bay Advisors LLC | 0.00% | New | 61 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 60 | $3K |
| LRI Investments, LLC | 0.00% | No change | 58 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 53 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 53 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +13.0% | 52 | $3K |
| Balefire, LLC | 0.00% | Reduce -3.9% | 50 | $3K |
| Spire Wealth Management | 0.00% | Reduce -10.4% | 43 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +40.0% | 42 | $2K |
| Gen-Wealth Partners Inc | 0.00% | New | 40 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | New | 40 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 38 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 36 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 24 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -60.0% | 24 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -29.0% | 22 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $1K |
| Quarry LP | 0.00% | Reduce -96.8% | 19 | $971 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $930 |
| Creekmur Asset Management LLC | 0.00% | New | 15 | $767 |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $716 |
| WR Wealth Planners, LLC | 0.00% | No change | 8 | $409 |
| Larson Financial Group LLC | 0.00% | New | 5 | $256 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 4 | $204 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $102 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $52 |
| Country Trust Bank | 0.00% | New | 1 | $51 |
| TD Waterhouse Canada Inc. | 0.00% | New | 1 | $51 |
| Avion Wealth | 0.00% | No change | 13 | $0 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.