Unum GroupUNM
13F holders, Q3 2024 (September 30)623holders +45
82new positions
41sold out
10famous investors
$59.44avg. 13F price*
At the end of Q3 2024, 623 institutions reported holding Unum Group (UNM) in their 13F filings, up 45 from Q2 2024. 82 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.1B) and Norges Bank ($861.2M). 10 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $147.6M |
| Exits | 41 | $30.0M |
All 13F filers, Q2 2024 → Q3 2024: 7,649,624 shares bought and 12,342,513 shares sold, net −4,692,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| BlackRock, Inc. | 0.02% | — | 18,957,973 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -5.9% | 18,901,508 | $1.1B |
| Norges Bank | 0.12% | Reduce -1.1% | 14,488,537 | $861.2M |
| FMR LLC | 0.05% | Reduce -20.3% | 12,970,250 | $771.0M |
| State Street Corp. | 0.01% | Reduce -1.9% | 5,972,177 | $355.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +1.0% | 5,500,508 | $327.0M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -5.0% | 5,039,181 | $299.5M |
| Morgan Stanley | 0.02% | Reduce -6.4% | 3,766,417 | $223.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 3,026,745 | $180.0M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Reduce -9.2% | 3,002,145 | $178.4M |
| Donald Smith & Co., Inc. | 4.10% | Reduce -6.0% | 2,921,010 | $173.6M |
| LSV Asset Management | 0.36% | Reduce -0.4% | 2,803,876 | $166.7M |
| AQR Capital Management | 0.22% | Reduce -17.0% | 2,795,700 | $162.9M |
| Nordea Investment Management AB | 0.15% | Reduce -2.9% | 2,264,808 | $133.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.1% | 2,159,027 | $128.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.0% | 1,971,857 | $117.2M |
| First Trust Advisors LP | 0.08% | Add +10.5% | 1,480,808 | $88.0M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 1,449,423 | $86.2M |
| Royal Bank of Canada | 0.02% | Reduce -5.2% | 1,413,495 | $84.0M |
| ProShare Advisors LLC | 0.17% | Reduce -0.5% | 1,201,430 | $71.4M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -1.4% | 1,197,108 | $71.2M |
| Victory Capital Management Inc. | 0.07% | Add +5.9% | 1,186,262 | $70.5M |
| Boone Capital Management LLC | 14.86% | Add +3.6% | 964,170 | $57.3M |
| Voloridge Investment Management, LLC | 0.20% | Add +498.5% | 946,976 | $56.3M |
| Millennium Management | 0.05% | Add +12.7% | 944,939 | $56.2M |
| Amundi | 0.02% | Add +41.7% | 914,648 | $55.3M |
| Allianz Asset Management GmbH | 0.08% | Reduce -11.7% | 872,803 | $51.9M |
| Invesco Ltd. | 0.01% | Reduce -44.0% | 812,501 | $48.3M |
| Wedge Capital Management L L P | 0.76% | Reduce -15.4% | 738,040 | $43.9M |
| Woodline Partners LP | 0.37% | Add +79.2% | 734,525 | $43.7M |
| Two Sigma Advisers, LP | 0.10% | Reduce -32.9% | 701,400 | $41.7M |
| Two Sigma Investments, LP | 0.10% | Add +4.8% | 698,037 | $41.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.5% | 661,999 | $39.3M |
| Assetmark, Inc. | 0.11% | Reduce -46.5% | 638,808 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 623,724 | $37.1M |
| California Public Employees Retirement System | 0.02% | Add +5.8% | 554,405 | $33.0M |
| Rhumbline Advisers | 0.03% | Reduce -3.5% | 533,723 | $31.7M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Add +151.7% | 509,702 | $30.3M |
| Grace & White Inc. | 5.43% | Reduce -0.7% | 499,356 | $29.7M |
| Franklin Resources Inc. | 0.01% | Add +50.0% | 469,342 | $29.6M |
| Retirement Systems of Alabama | 0.11% | Reduce -6.0% | 481,316 | $28.6M |
| Renaissance Technologies | 0.04% | Add +22.2% | 481,000 | $28.6M |
| Neuberger Berman Group LLC | 0.02% | Add +18.8% | 471,072 | $28.0M |
| D. E. Shaw & Co. | 0.04% | Reduce -32.0% | 468,366 | $27.8M |
| Bank of America Corp. | 0.00% | Reduce -18.9% | 447,953 | $26.6M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 435,078 | $25.9M |
| Man Group plc | 0.07% | Reduce -34.6% | 410,570 | $24.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.3% | 409,230 | $24.3M |
| UBS Group AG | 0.01% | Add +2.0% | 400,717 | $23.8M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 400,000 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -33.1% | 397,292 | $23.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +307.1% | 387,799 | $23.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -5.7% | 373,269 | $22.2M |
| Swiss National Bank | 0.01% | Reduce -1.9% | 369,600 | $22.0M |
| Sei Investments Co. | 0.03% | Reduce -10.9% | 368,154 | $21.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.8% | 348,973 | $20.7M |
| Storebrand Asset Management As | 0.06% | Add +7.7% | 344,747 | $20.5M |
| Schroder Investment Management Group | 0.02% | Add +8.9% | 336,842 | $19.8M |
| Assenagon Asset Management S.A. | 0.04% | Add +24.5% | 325,796 | $19.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.6% | 323,744 | $19.2M |
| Voya Investment Management LLC | 0.02% | Add +2.4% | 322,715 | $19.2M |
| Guggenheim Capital LLC | 0.13% | Reduce -25.8% | 315,330 | $18.7M |
| Gillson Capital LP | 1.70% | New | 315,070 | $18.7M |
| HRT Financial LP | 0.09% | New | 313,872 | $18.7M |
| D. Scott Neal, Inc. | 9.13% | Reduce -0.8% | 290,473 | $17.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -17.7% | 289,658 | $17.2M |
| McGowan Group Asset Management, Inc. | 2.29% | Reduce -30.3% | 286,685 | $17.0M |
| LPL Financial LLC | 0.01% | Add +2.2% | 282,339 | $16.8M |
| Cubist Systematic Strategies, LLC | 0.25% | Add +106.7% | 274,406 | $16.3M |
| Trexquant Investment LP | 0.19% | Add +228.8% | 253,717 | $15.1M |
| Gateway Investment Advisers LLC | 0.16% | Reduce -0.2% | 249,854 | $14.9M |
| South Dakota Investment Council | 0.29% | Add +33.8% | 247,349 | $14.7M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -3.3% | 250,712 | $14.5M |
| Lighthouse Investment Partners, LLC | 0.78% | New | 243,313 | $14.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +30.5% | 241,688 | $14.4M |
| Algert Global LLC | 0.38% | Add +69.5% | 236,264 | $14.0M |
| AXA S.A. | 0.04% | Add +13.1% | 235,741 | $14.0M |
| Artemis Investment Management LLP | 0.21% | Add +11.8% | 232,751 | $13.8M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +24.0% | 226,478 | $13.5M |
| Bridgewater Associates | 0.08% | Add +32.0% | 226,149 | $13.4M |
| American Century Companies Inc. | 0.01% | Reduce -2.5% | 224,099 | $13.3M |
| Stifel Financial Corp. | 0.01% | Add +9.1% | 223,463 | $13.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +64.0% | 218,053 | $13.0M |
| Point72 Asset Management | 0.05% | Add +77.0% | 216,397 | $12.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.9% | 211,912 | $12.6M |
| Captrust Financial Advisors | 0.04% | Add +2.1% | 211,660 | $12.6M |
| Prana Capital Management, LP | 0.57% | Reduce -36.9% | 208,066 | $12.4M |
| Prudential Financial Inc. | 0.02% | Reduce -5.6% | 203,432 | $12.1M |
| Corebridge Financial, Inc. | 0.06% | Reduce -10.2% | 202,212 | $12.0M |
| Barclays PLC | 0.01% | Reduce -11.7% | 202,119 | $12.0M |
| Hudson Bay Capital Management LP | 0.10% | New | 200,000 | $11.9M |
| Teacher Retirement System of Texas | 0.06% | Add +52.6% | 197,322 | $11.7M |
| Quantinno Capital Management LP | 0.15% | Add +11.9% | 195,916 | $11.6M |
| M&G PLC | 0.07% | Add +2.9% | 192,608 | $11.4M |
| NewSquare Capital LLC | 0.88% | Reduce -0.6% | 188,638 | $11.0M |
| California State Teachers Retirement System | 0.01% | Reduce -4.2% | 180,863 | $10.8M |
| Glenmede Trust Co. NA | 0.05% | Reduce -35.3% | 172,918 | $10.3M |
| Raymond James & Associates | 0.01% | Reduce -11.6% | 172,373 | $10.2M |
| GMO | 0.03% | Reduce -0.8% | 172,047 | $10.2M |
| Twinbeech Capital LP | 0.19% | New | 165,249 | $9.8M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 163,082 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +32.8% | 162,086 | $9.6M |
| Citadel Advisors | 0.01% | Add +3617.9% | 158,829 | $9.4M |
| Corient Private Wealth LP | 0.01% | Reduce -2.7% | 150,435 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -2.5% | 149,438 | $8.9M |
| Barnett & Company, Inc. | 5.76% | Reduce -1.3% | 146,842 | $8.7M |
| Janus Henderson Group PLC | 0.00% | Add +9.2% | 134,134 | $8.0M |
| National Bank of Canada | 0.01% | Add +14.3% | 133,928 | $8.0M |
| Marshall Wace, LLP | 0.01% | New | 130,107 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -0.8% | 120,167 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -15.2% | 124,281 | $7.4M |
| CI Investments Inc. | 0.03% | Reduce -10.8% | 121,557 | $7.2M |
| Comerica Bank | 0.03% | Reduce -11.1% | 120,830 | $7.2M |
| Burney Co./ | 0.25% | Reduce -2.3% | 120,324 | $7.2M |
| HSBC Holdings PLC | 0.00% | Reduce -48.6% | 120,264 | $7.1M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -72.3% | 111,027 | $7.0M |
| BNP Paribas Financial Markets | 0.01% | Add +75.6% | 116,033 | $6.9M |
| Van Eck Associates Corp. | 0.01% | Add +40.0% | 108,076 | $6.9M |
| Foster & Motley Inc. | 0.43% | Reduce -1.4% | 114,516 | $6.8M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -5.7% | 113,309 | $6.7M |
| IFG Advisory, LLC | 0.43% | Add +0.3% | 113,283 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +89.5% | 111,831 | $6.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +8.1% | 112,273 | $6.6M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 107,136 | $6.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 107,120 | $6.4M |
| Calydon Capital | 1.04% | Reduce -22.7% | 107,534 | $6.4M |
| WINTON GROUP Ltd | 0.43% | New | 103,737 | $6.2M |
| Pinebridge Investments, L.P. | 0.05% | Add +36.6% | 101,787 | $6.1M |
| AlphaCore Capital LLC | 1.33% | Add +3.5% | 99,274 | $5.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.6% | 96,191 | $5.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -72.0% | 94,702 | $5.6M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 93,220 | $5.5M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -9.4% | 92,370 | $5.5M |
| Vestcor Inc | 0.17% | Add +156.2% | 88,728 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -5.7% | 88,577 | $5.3M |
| Canada Pension Plan Investment Board | 0.01% | No change | 88,000 | $5.2M |
| First Horizon Advisors, Inc. | 0.14% | Add +0.8% | 87,734 | $5.2M |
| Wealthfront Advisers LLC | 0.02% | Reduce -1.9% | 87,733 | $5.2M |
| Creative Planning | 0.01% | Reduce -0.6% | 84,906 | $5.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 84,480 | $5.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +439.3% | 84,156 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -27.6% | 82,427 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.9% | 81,605 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 80,891 | $4.8M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.8% | 80,719 | $4.8M |
| Deutsche Bank AG | 0.00% | Add +83.6% | 80,108 | $4.8M |
| Intech Investment Management LLC | 0.05% | Add +169.1% | 76,982 | $4.6M |
| BTC Capital Management, Inc. | 0.40% | Reduce -3.2% | 76,597 | $4.6M |
| State of Tennessee, Department of Treasury | 0.02% | Add +67.8% | 75,891 | $4.5M |
| Silver Lake Advisory, LLC | 1.00% | Add +2.4% | 75,766 | $4.5M |
| Macquarie Group Ltd. | 0.00% | No change | 75,700 | $4.5M |
| Zacks Investment Management | 0.04% | Add +0.1% | 73,382 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 72,578 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +57.0% | 71,667 | $4.3M |
| Ibex Wealth Advisors | 1.16% | Reduce -57.3% | 50,702 | $4.2M |
| Alaska Permanent Fund Corp | 0.06% | No change | 70,058 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +324.9% | 68,699 | $4.1M |
| Summit Global Investments | 0.25% | Add +262.2% | 66,633 | $4.0M |
| apricus wealth, LLC | 2.60% | Reduce -0.5% | 66,365 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -15.1% | 66,096 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.8% | 65,798 | $3.9M |
| Illinois Municipal Retirement Fund | 0.06% | No change | 65,768 | $3.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -17.9% | 65,706 | $3.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -61.7% | 65,200 | $3.9M |
| Citigroup Inc. | 0.00% | Add +15.1% | 62,491 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -4.4% | 60,264 | $3.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -2.6% | 59,350 | $3.5M |
| Auxier Asset Management LLC | 0.52% | Add +0.1% | 59,187 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 58,864 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.5% | 58,015 | $3.4M |
| Boston Common Asset Management, LLC | 0.09% | Reduce -26.4% | 57,905 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.8% | 56,820 | $3.4M |
| Agf Management Ltd. | 0.02% | Add +27.8% | 56,584 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +12.3% | 56,118 | $3.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +1020.3% | 55,725 | $3.3M |
| Caisse de depot et placement du Quebec | 0.01% | New | 55,692 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +1.7% | 54,532 | $3.2M |
| Mariner, LLC | 0.01% | Add +3.8% | 54,292 | $3.2M |
| Bank of Nova Scotia | 0.01% | Reduce -0.4% | 52,823 | $3.1M |
| Point72 Hong Kong Ltd | 0.22% | Add +1248.8% | 50,460 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +15.5% | 49,807 | $3.0M |
| Anchor Investment Management, LLC | 0.28% | No change | 49,403 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -6.0% | 47,400 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 46,300 | $2.8M |
| Savant Capital, LLC | 0.02% | Add +10.0% | 45,868 | $2.7M |
| STRS Ohio | 0.01% | Add +4.1% | 45,117 | $2.7M |
| Waterfront Wealth Inc. | 0.65% | Add +25.4% | 42,601 | $2.6M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +12.0% | 43,900 | $2.6M |
| Kendall Capital Management | 0.80% | Add +0.1% | 43,640 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -8.5% | 44,080 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +8.2% | 42,493 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -0.8% | 41,713 | $2.5M |
| Bokf, NA | 0.04% | Add +0.3% | 41,762 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 41,491 | $2.5M |
| AlphaQuest LLC | 0.22% | Reduce -24.2% | 41,467 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +17.7% | 41,238 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -5.4% | 40,600 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -3.7% | 40,247 | $2.4M |
| Boston Financial Mangement LLC | 0.07% | No change | 40,000 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.17% | Add +22.0% | 39,058 | $2.3M |
| Sculati Wealth Management, LLC | 0.92% | Add +2.1% | 38,701 | $2.3M |
| New Mexico Educational Retirement Board | 0.08% | No change | 38,200 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +0.1% | 38,033 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -4.6% | 37,919 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.5% | 37,675 | $2.2M |
| Aviance Capital Partners, LLC | 0.29% | Add +3.0% | 37,481 | $2.2M |
| DGS Capital Management, LLC | 0.60% | Add +4.6% | 36,962 | $2.2M |
| Danske Bank A/S | 0.01% | Add +8.9% | 36,922 | $2.2M |
| Verition Fund Management LLC | 0.02% | Reduce -61.6% | 36,073 | $2.1M |
| Naples Global Advisors, LLC | 0.20% | Reduce -2.4% | 35,872 | $2.1M |
| Great Diamond Partners, LLC | 0.54% | Reduce -15.3% | 35,866 | $2.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -59.8% | 35,010 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.6% | 34,967 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 34,862 | $2.1M |
| Engineers Gate Manager LP | 0.04% | Add +124.5% | 34,627 | $2.1M |
| Investors Research Corp | 0.45% | Reduce -0.4% | 34,600 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -6.5% | 34,579 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.9% | 34,452 | $2.0M |
| Ritholtz Wealth Management | 0.06% | Reduce -2.0% | 33,540 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +435.6% | 33,208 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +25.6% | 32,758 | $1.9M |
| Point72 (DIFC) Ltd | 0.15% | New | 32,741 | $1.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -39.1% | 32,633 | $1.9M |
| Hancock Whitney Corp. | 0.06% | Reduce -3.4% | 32,106 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +5.3% | 31,706 | $1.9M |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.8% | 31,501 | $1.9M |
| Hussman Strategic Advisors, Inc. | 0.46% | Reduce -40.0% | 31,500 | $1.9M |
| Advisory Services Network, LLC | 0.04% | No change | 36,130 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +3.3% | 30,873 | $1.8M |
| Strategic Global Advisors, LLC | 0.36% | Reduce -1.0% | 30,856 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 30,853 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | Add +5880.0% | 29,900 | $1.8M |
| Wbi Investments, LLC | 0.43% | New | 29,778 | $1.8M |
| Toronto Dominion Bank | 0.00% | Reduce -11.9% | 29,600 | $1.8M |
| Brevan Howard Capital Management LP | 0.09% | New | 29,231 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.4% | 29,069 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +5.5% | 28,795 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 28,104 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.1% | 22,012 | $1.7M |
| Redwood Investment Management, LLC | 0.15% | Add +4.1% | 28,415 | $1.7M |
| NJ State Employees Deferred Compensation Plan | 0.20% | No change | 28,000 | $1.7M |
| Vident Advisory, LLC | 0.04% | Add +18.5% | 27,193 | $1.6M |
| Gsa Capital Partners LLP | 0.12% | Add +1.0% | 27,090 | $1.6M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.30% | Add +116.8% | 26,886 | $1.6M |
| Abn Amro Investment Solutions | 0.03% | Reduce -30.2% | 26,363 | $1.6M |
| Vest Financial, LLC | 0.03% | Add +20.2% | 26,159 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.0% | 24,384 | $1.4M |
| Sowell Financial Services LLC | 0.07% | Reduce -1.3% | 24,245 | $1.4M |
| Sterling Capital Management LLC | 0.02% | — | 23,742 | $1.4M |
| CWA Asset Management Group, LLC | 0.07% | — | 23,437 | $1.4M |
| GTS Securities LLC | 0.03% | New | 22,291 | $1.3M |
| Caxton Associates LP | 0.06% | Add +20.5% | 22,148 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Reduce -8.2% | 21,712 | $1.3M |
| Qsemble Capital Management, LP | 0.23% | New | 21,161 | $1.3M |
| Affinity Investment Advisors, LLC | 0.86% | Reduce -7.2% | 20,967 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +95.7% | 20,926 | $1.2M |
| Xponance LLC | 0.01% | Reduce -3.1% | 20,910 | $1.2M |
| Ascent Group, LLC | 0.09% | Reduce -8.0% | 20,350 | $1.2M |
| Abacus Planning Group, Inc. | 0.21% | Reduce -0.7% | 20,232 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,212 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -6.8% | 20,056 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.6% | 19,857 | $1.2M |
| Keynote Financial Services LLC | 0.91% | Reduce -0.7% | 19,794 | $1.2M |
| Lifestyle Asset Management, Inc. | 0.64% | Add +3.4% | 19,506 | $1.2M |
| XML Financial, LLC | 0.11% | Reduce -1.5% | 19,330 | $1.1M |
| Gotham Asset Management | 0.01% | Reduce -3.3% | 19,204 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -3.5% | 19,022 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +35.2% | 18,935 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -0.4% | 18,916 | $1.1M |
| AIA Group Ltd | 0.03% | Reduce -14.6% | 18,504 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Add +107.4% | 18,497 | $1.1M |
| Ethic Inc. | 0.03% | Reduce -2.9% | 20,200 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +3.9% | 17,950 | $1.1M |
| Weiss Asset Management LP | 0.04% | New | 17,676 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.0% | 17,820 | $1.0M |
| Acadian Asset Management LLC | 0.00% | Add +1472.5% | 17,580 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 17,288 | $1.0M |
| Neumann Capital Management, LLC | 0.33% | Reduce -10.7% | 16,683 | $992K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +26.2% | 16,667 | $991K |
| Commerce Bank | 0.01% | Reduce -4.2% | 16,572 | $985K |
| Walleye Capital LLC | 0.01% | Add +815.6% | 16,435 | $977K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.0% | 16,364 | $971K |
| Ieq Capital, LLC | 0.01% | Add +59.6% | 16,321 | $970K |
| Credit Agricole S A | 0.01% | New | 16,139 | $959K |
| Convergence Investment Partners, LLC | 0.26% | Reduce -2.7% | 16,076 | $956K |
| Fox Run Management, L.L.C. | 0.21% | New | 15,853 | $942K |
| Petrus Trust Company, LTA | 0.09% | Add +28.8% | 15,697 | $933K |
| Trivium Point Advisory, LLC | 0.13% | Reduce -12.7% | 13,036 | $926K |
| Shell Asset Management Co. | 0.04% | — | 15,534 | $923K |
| Atlas Capital Advisors Inc. | 0.14% | Add +7.9% | 15,101 | $898K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.8% | 15,088 | $897K |
| Lingohr Asset Management GmbH | 2.12% | Add +2.1% | 14,844 | $876K |
| NorthCoast Asset Management LLC | 0.01% | New | 18,064 | $870K |
| Westover Capital Advisors, LLC | 0.17% | Add +46.5% | 14,629 | $870K |
| Advisory Research Inc. | 0.15% | Reduce -2.9% | 14,544 | $864K |
| Cwm, LLC | 0.00% | Add +38.7% | 14,296 | $850K |
| Patten & Patten Inc. | 0.05% | Reduce -0.6% | 13,592 | $808K |
| Exchange Traded Concepts, LLC | 0.02% | Add +9900.7% | 13,501 | $802K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.1% | 13,466 | $800K |
| M&T Bank Corp | 0.00% | Reduce -2.0% | 13,366 | $794K |
| BOS Asset Management, LLC | 0.29% | Add +0.0% | 13,321 | $792K |
| Securian Asset Management, Inc. | 0.02% | Reduce -6.4% | 13,290 | $790K |
| Tidal Investments LLC | 0.01% | Reduce -15.0% | 13,221 | $786K |
| QRG Capital Management, Inc. | 0.01% | Add +2.8% | 13,147 | $781K |
| Aigen Investment Management, LP | 0.15% | New | 13,129 | $780K |
| Counterpoint Mutual Funds LLC | 0.15% | New | 13,083 | $778K |
| Coldstream Capital Management Inc. | 0.02% | Add +10.6% | 12,778 | $775K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Reduce -50.0% | 12,922 | $768K |
| Moran Wealth Management, LLC | 0.02% | Reduce -1.3% | 12,910 | $767K |
| Hillsdale Investment Management Inc. | 0.06% | New | 12,850 | $764K |
| Signet Financial Management, LLC | 0.10% | New | 12,615 | $750K |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.3% | 12,537 | $745K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.1% | 12,357 | $735K |
| Caprock Group, LLC | 0.03% | Add +1.8% | 12,308 | $732K |
| Townsquare Capital LLC | 0.01% | Add +12.5% | 12,136 | $721K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -44.3% | 11,653 | $693K |
| Mutual Advisors, LLC | 0.02% | Add +0.2% | 10,856 | $688K |
| Seven Eight Capital, LP | 0.06% | New | 11,365 | $676K |
| United Services Automobile Association | 0.02% | Reduce -21.6% | 11,170 | $664K |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 11,126 | $661K |
| Wedmont Private Capital | 0.04% | Add +9.0% | 10,661 | $652K |
| HM Payson & Co. | 0.01% | Reduce -1.2% | 10,922 | $649K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -27.3% | 10,901 | $648K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.8% | 10,769 | $640K |
| Old National Bancorp | 0.01% | Add +1.3% | 10,679 | $635K |
| nVerses Capital, LLC | 0.29% | Add +51.4% | 10,600 | $630K |
| Versor Investments LP | 0.10% | Reduce -24.3% | 10,586 | $629K |
| Boxwood Ventures, Inc. | 0.96% | No change | 10,412 | $619K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.2% | 10,379 | $617K |
| Benjamin Edwards Inc. | 0.01% | New | 10,228 | $608K |
| Utah Retirement Systems | 0.01% | Reduce -2.0% | 9,900 | $588K |
| Choreo, LLC | 0.01% | Add +47.7% | 9,985 | $588K |
| Blue Trust, Inc. | 0.01% | Add +135.5% | 11,448 | $585K |
| Carret Asset Management, LLC | 0.06% | Reduce -2.9% | 9,843 | $585K |
| Pitcairn Co. | 0.03% | Reduce -7.0% | 9,761 | $580K |
| Prosperity Consulting Group, LLC | 0.05% | New | 9,735 | $579K |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 9,529 | $566K |
| CSS LLC | 0.10% | Add +6.0% | 9,508 | $565K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.8% | 9,443 | $561K |
| Lecap Asset Management Ltd. | 0.12% | Reduce -63.9% | 9,292 | $552K |
| Old Port Advisors | 0.15% | Reduce -0.3% | 9,235 | $549K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,221 | $548K |
| Simplex Trading, LLC | 0.02% | New | 9,141 | $543K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +94.5% | 9,109 | $541K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +94.5% | 9,109 | $541K |
| First Trust Direct Indexing L.P. | 0.03% | Add +26.7% | 9,082 | $540K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -7.0% | 9,063 | $539K |
| Belpointe Asset Management LLC | 0.03% | Reduce -5.9% | 8,962 | $533K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.3% | 8,902 | $529K |
| Meeder Advisory Services, Inc. | 0.03% | Add +33.9% | 8,744 | $520K |
| Erste Asset Management GmbH | 0.01% | Add +15.8% | 8,800 | $516K |
| SG Americas Securities, LLC | 0.00% | New | 8,638 | $513K |
| Csenge Advisory Group | 0.03% | Reduce -21.4% | 8,163 | $512K |
| Caitlin John, LLC | 0.33% | Reduce -14.4% | 7,133 | $507K |
| AdvisorShares Investments LLC | 0.10% | New | 8,500 | $505K |
| Campion Asset Management | 0.37% | Reduce -5.8% | 8,400 | $499K |
| Global Retirement Partners, LLC | 0.01% | Add +2.8% | 8,292 | $493K |
| Centiva Capital, LP | 0.02% | Add +79.5% | 8,290 | $493K |
| Callan Capital, LLC | 0.03% | Add +35.3% | 8,065 | $479K |
| Cadence Bank | 0.03% | No change | 8,027 | $477K |
| Machina Capital S.A.S. | 0.19% | New | 7,924 | $471K |
| Hamilton Capital Partners Inc. | 0.04% | New | 7,900 | $470K |
| Clarius Group, LLC | 0.03% | No change | 7,746 | $460K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -0.5% | 7,572 | $450K |
| My Legacy Advisors, LLC | 0.18% | Reduce -18.6% | 7,530 | $448K |
| Patten Group, Inc. | 0.10% | No change | 7,231 | $430K |
| GAMMA Investing LLC | 0.04% | Add +22.9% | 7,213 | $429K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.6% | 7,176 | $427K |
| Shelton Capital Management | 0.01% | No change | 7,113 | $423K |
| NorthRock Partners, LLC | 0.01% | Add +2.9% | 7,038 | $418K |
| Portland Global Advisors LLC | 0.05% | New | 7,001 | $416K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.7% | 6,970 | $414K |
| State of Wyoming | 0.06% | Add +48.5% | 6,878 | $409K |
| Bleakley Financial Group, LLC | 0.01% | Add +8.0% | 6,809 | $405K |
| Ballentine Partners, LLC | 0.01% | Add +7.1% | 6,806 | $405K |
| Brown Advisory Inc. | 0.00% | Add +15.0% | 6,774 | $403K |
| Means Investment Co., Inc. | 0.04% | Add +0.6% | 6,713 | $399K |
| Brooklyn Investment Group | 0.13% | Add +3.1% | 6,592 | $392K |
| Quent Capital, LLC | 0.04% | Add +0.3% | 6,573 | $391K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +10.4% | 6,510 | $387K |
| AE Wealth Management LLC | 0.00% | Add +38.2% | 6,395 | $380K |
| Bessemer Group Inc. | 0.00% | Add +2.1% | 6,393 | $380K |
| Regions Financial Corp. | 0.00% | Add +0.8% | 6,382 | $379K |
| J. W. Coons Advisors, LLC | 0.07% | Reduce -0.9% | 6,367 | $378K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.8% | 6,360 | $378K |
| Alps Advisors Inc. | 0.00% | New | 6,350 | $377K |
| TFB Advisors LLC | 0.11% | Reduce -28.2% | 6,317 | $375K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | Add +0.1% | 6,208 | $369K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 6,205 | $369K |
| Wetzel Investment Advisors, Inc. | 0.19% | No change | 6,190 | $368K |
| Virtus Investment Advisers, LLC | 0.29% | No change | 6,105 | $363K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.9% | 6,068 | $361K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -10.3% | 5,634 | $356K |
| Prossimo Advisors, LLC | 0.26% | Add +0.4% | 5,995 | $356K |
| IHT Wealth Management, LLC | 0.01% | Add +4.8% | 5,906 | $351K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $348K |
| Advisors Capital Management, LLC | 0.01% | New | 5,849 | $348K |
| Aries Wealth Management | 0.10% | New | 5,846 | $347K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -37.4% | 5,823 | $346K |
| Lion Street Advisors, LLC | 0.12% | No change | 5,751 | $342K |
| Entropy Technologies, LP | 0.04% | New | 5,725 | $340K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.0% | 5,688 | $338K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -23.0% | 5,684 | $338K |
| Catalyst Funds Management Pty Ltd | 0.07% | Add +300.0% | 5,600 | $333K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 5,551 | $330K |
| Summit Trail Advisors, LLC | 0.01% | Add +12.4% | 5,494 | $327K |
| Newport Capital Group, LLC | 0.24% | Reduce -37.5% | 5,488 | $326K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -10.6% | 5,481 | $326K |
| MBM Wealth Consultants, LLC | 0.10% | Reduce -1.0% | 5,385 | $320K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 5,310 | $316K |
| Net Worth Advisory Group | 0.09% | — | 5,309 | $316K |
| Paragon Capital Management Ltd | 0.06% | Add +0.8% | 5,301 | $315K |
| Paulson Wealth Management Inc. | 0.08% | Add +0.5% | 5,283 | $314K |
| Chicago Partners Investment Group LLC | 0.01% | Add +23.5% | 4,941 | $313K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +18.9% | 5,224 | $311K |
| Lane & Associates LLC | 0.17% | Add +12.1% | 5,217 | $310K |
| First Citizens Bank & Trust Co. | 0.01% | Add +5.9% | 5,217 | $310K |
| Brooks, Moore & Associates, Inc. | 0.18% | Reduce -5.5% | 5,198 | $309K |
| Great Lakes Advisors, LLC | 0.00% | New | 5,189 | $308K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -2.4% | 5,116 | $304K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +70.0% | 5,066 | $301K |
| AlTi Global, Inc. | 0.01% | Add +7.0% | 5,045 | $300K |
| Mather Group, Llc. | 0.00% | Reduce -0.2% | 5,004 | $297K |
| Atria Investments, Inc | 0.00% | Reduce -3.3% | 4,993 | $297K |
| Obsidian Cio, LLC | 0.06% | Add +0.8% | 4,915 | $292K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.4% | 4,892 | $291K |
| KBC Group NV | 0.00% | Add +10.1% | 4,830 | $287K |
| Wolverine Trading, LLC | 0.01% | New | 4,893 | $287K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.1% | 4,768 | $283K |
| &partners | 0.01% | Add +13.8% | 4,747 | $282K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,433 | $281K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.6% | 4,670 | $278K |
| Aster Capital Management (DIFC) Ltd | 0.06% | — | 4,640 | $276K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.1% | 4,626 | $275K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 4,537 | $270K |
| DMC Group, LLC | 0.22% | New | 4,500 | $267K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 4,497 | $267K |
| Coastline Trust Co | 0.03% | No change | 4,470 | $266K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 4,468 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -8.9% | 4,387 | $261K |
| Profund Advisors LLC | 0.01% | Reduce -6.1% | 4,332 | $257K |
| Beacon Financial Group | 0.03% | Add +0.2% | 4,329 | $257K |
| Delta Asset Management LLC | 0.02% | No change | 4,325 | $257K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 4,304 | $256K |
| NDVR, Inc. | 0.26% | Add +0.3% | 4,335 | $254K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -6.2% | 4,205 | $250K |
| Oak Thistle LLC | 0.08% | New | 4,204 | $250K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.3% | 4,164 | $248K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.4% | 4,154 | $247K |
| Blackhawk Capital Partners, LLC | 0.13% | New | 4,127 | $245K |
| Diametric Capital, LP | 0.12% | New | 4,068 | $242K |
| Seeds Investor LLC | 0.09% | New | 4,056 | $241K |
| Focus Partners Wealth | 0.00% | New | 4,054 | $241K |
| NewEdge Wealth, LLC | 0.00% | New | 4,018 | $239K |
| Schulhoff & Co. Inc. | 0.10% | No change | 4,000 | $238K |
| Arnhold LLC | 0.02% | Reduce -33.4% | 4,000 | $238K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,984 | $237K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,949 | $235K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -10.2% | 3,941 | $234K |
| Mackenzie Financial Corp. | 0.00% | Reduce -96.1% | 3,928 | $233K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16066.7% | 3,880 | $231K |
| Fifth Third Bancorp | 0.00% | Add +1.9% | 3,831 | $228K |
| Ossiam | 0.00% | Reduce -16.3% | 3,826 | $227K |
| Eastern Bank | 0.00% | New | 3,802 | $226K |
| Gardner Russo & Quinn | 0.00% | Reduce -6.2% | 3,800 | $226K |
| Ariadne Wealth Management, LP | 0.12% | New | 3,235 | $226K |
| Moors & Cabot, Inc. | 0.01% | New | 3,791 | $225K |
| HB Wealth Management, LLC | 0.00% | New | 3,782 | $225K |
| UMB Bank, n.a. | 0.00% | Add +11.1% | 3,765 | $224K |
| Compound Planning, Inc. | 0.01% | New | 3,755 | $223K |
| Blair William & Co. | 0.00% | Reduce -9.5% | 3,726 | $221K |
| Old North State Wealth Management, LLC | 0.12% | New | 3,719 | $221K |
| Sage Rhino Capital LLC | 0.05% | New | 3,666 | $218K |
| Baird Financial Group, Inc. | 0.00% | Reduce -54.9% | 3,663 | $218K |
| Welch & Forbes LLC | 0.00% | New | 3,587 | $213K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,577 | $213K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,559 | $212K |
| Spinnaker Trust | 0.01% | New | 3,559 | $212K |
| Diversified Trust Co. | 0.01% | New | 3,549 | $211K |
| Laurion Capital Management LP | 0.01% | New | 3,519 | $209K |
| Toth Financial Advisory Corp. | 0.02% | No change | 3,478 | $207K |
| KPP Advisory Services LLC | 0.05% | New | 3,369 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Add +60.3% | 3,218 | $191K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -48.3% | 3,157 | $188K |
| Clearstead Advisors, LLC | 0.00% | Add +8.2% | 3,071 | $183K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 3,043 | $181K |
| Geneos Wealth Management Inc. | 0.01% | Add +268.1% | 3,011 | $179K |
| Bank & Trust Co | 0.14% | Add +5.5% | 2,989 | $178K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.7% | 2,441 | $176K |
| NFSG Corp | 0.06% | Add +10.9% | 2,887 | $172K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +15777.8% | 2,858 | $170K |
| Advisors Asset Management, Inc. | 0.00% | Add +188.1% | 2,829 | $168K |
| GeoWealth Management, LLC | 0.01% | Add +1.3% | 2,712 | $161K |
| West Branch Capital LLC | 0.06% | No change | 2,709 | $161K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,640 | $157K |
| Private Trust Co. NA | 0.02% | No change | 2,570 | $153K |
| Covestor Ltd | 0.09% | Add +24.8% | 2,509 | $149K |
| IFP Advisors, Inc | 0.01% | Reduce -14.4% | 2,428 | $144K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,367 | $141K |
| Allworth Financial LP | 0.00% | Reduce -29.0% | 2,199 | $131K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,100 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.5% | 2,004 | $119K |
| Smartleaf Asset Management LLC | 0.01% | Add +43.0% | 1,966 | $115K |
| New England Capital Financial Advisors LLC | 0.06% | No change | 1,904 | $113K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -25.4% | 1,786 | $106K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,700 | $101K |
| Addison Advisors LLC | 0.03% | Add +8.8% | 1,569 | $93K |
| Headlands Technologies LLC | 0.01% | New | 1,545 | $92K |
| Arax Advisory Partners | 0.01% | Add +10.2% | 1,545 | $92K |
| Richardson Financial Services Inc. | 0.06% | No change | 1,775 | $91K |
| Walleye Trading LLC | 0.00% | New | 1,463 | $87K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +0.1% | 1,459 | $87K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,292 | $77K |
| Principal Securities, Inc. | 0.00% | Add +12.8% | 1,216 | $72K |
| TD Waterhouse Canada Inc. | 0.00% | Add +111700.0% | 1,118 | $67K |
| Caption Management, LLC | 0.01% | New | 1,100 | $65K |
| CVA Family Office, LLC | 0.01% | No change | 1,090 | $65K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 1,082 | $64K |
| CENTRAL TRUST Co | 0.00% | Add +0.7% | 1,007 | $60K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +1522.6% | 1,006 | $59K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.3% | 992 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 980 | $58K |
| Lindbrook Capital, LLC | 0.00% | Reduce -29.6% | 931 | $55K |
| Quarry LP | 0.02% | Add +4794.7% | 930 | $55K |
| Venturi Wealth Management, LLC | 0.00% | Add +10.2% | 928 | $55K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $54K |
| Parkside Financial Bank & Trust | 0.01% | No change | 899 | $53K |
| William B. Walkup & Associates, Inc. | 0.03% | No change | 855 | $51K |
| Harbour Investments, Inc. | 0.00% | Add +3.8% | 822 | $49K |
| Arlington Trust Co LLC | 0.01% | No change | 774 | $46K |
| MCF Advisors LLC | 0.00% | Add +16.1% | 764 | $45K |
| Trust Co. of Vermont | 0.00% | Add +36450.0% | 731 | $43K |
| V-Square Quantitative Management LLC | 0.01% | Add +38.2% | 702 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.4% | 679 | $40K |
| Huntington National Bank | 0.00% | Add +5.6% | 679 | $40K |
| Coppell Advisory Solutions LLC | 0.01% | Add +148.1% | 650 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 621 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 614 | $36K |
| Versant Capital Management, Inc | 0.01% | Add +20.5% | 606 | $36K |
| Founders Capital Management | 0.02% | No change | 600 | $36K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 573 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 555 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.3% | 529 | $31K |
| Earned Wealth Advisors, LLC | 0.01% | New | 527 | $31K |
| Manchester Capital Management LLC | 0.00% | Reduce -2.8% | 527 | $31K |
| Baldwin Wealth Partners LLC | 0.00% | Add +29.0% | 516 | $31K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 493 | $29K |
| Legacy Investment Solutions, LLC | 0.02% | — | 370 | $26K |
| Legacy Wealth Managment, LLC | 0.02% | — | 370 | $26K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 421 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 419 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +21.7% | 410 | $24K |
| Aviso Financial Inc. | 0.00% | New | 406 | $24K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 399 | $24K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 397 | $24K |
| Heritage Wealth Advisors | 0.00% | Add +27.3% | 387 | $23K |
| WealthCollab, LLC | 0.01% | No change | 370 | $22K |
| Private Wealth Management Group, LLC | 0.01% | No change | 342 | $20K |
| Hemington Wealth Management | 0.01% | New | 313 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | New | 325 | $19K |
| TD Private Client Wealth LLC | 0.00% | No change | 317 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.2% | 306 | $18K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 300 | $18K |
| Northwest Capital Management Inc | 0.01% | No change | 290 | $17K |
| True Wealth Design, LLC | 0.01% | New | 277 | $16K |
| Leonteq Securities AG | 0.00% | Reduce -37.1% | 247 | $15K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 234 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -18.3% | 232 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.7% | 230 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $13K |
| Rothschild Investment LLC | 0.00% | No change | 209 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 196 | $12K |
| Whittier Trust Co. | 0.00% | No change | 188 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | New | 183 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $10K |
| ClariVest Asset Management LLC | 0.00% | No change | 173 | $9K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 137 | $9K |
| Motco | 0.00% | New | 146 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -50.2% | 141 | $8K |
| Pingora Partners LLC | 0.01% | No change | 120 | $7K |
| Centerpoint Advisors, LLC | 0.00% | New | 125 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $7K |
| Horizon Investments, LLC | 0.00% | Add +208.3% | 111 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 99 | $6K |
| Flaharty Asset Management, LLC | 0.00% | New | 97 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -21.3% | 96 | $6K |
| Peterson Financial Group, Inc. | 0.02% | New | 91 | $5K |
| Avior Wealth Management, LLC | 0.00% | No change | 90 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +22.6% | 76 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $4K |
| LRI Investments, LLC | 0.00% | No change | 58 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 69 | $4K |
| Gen-Wealth Partners Inc | 0.00% | Add +42.5% | 57 | $4K |
| Colonial Trust Co / SC | 0.00% | New | 62 | $4K |
| Eagle Bay Advisors LLC | 0.00% | No change | 61 | $4K |
| Sachetta, LLC | 0.00% | Reduce -40.2% | 61 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 60 | $4K |
| Northwest Investment Counselors, LLC | 0.00% | New | 55 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 53 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +1.9% | 53 | $3K |
| Fourpath Capital Management, LLC | 0.00% | New | 43 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 42 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 42 | $2K |
| Spire Wealth Management | 0.00% | Reduce -2.3% | 42 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 40 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| M&R Capital Management Inc. | 0.00% | Reduce -26.3% | 28 | $2K |
| Clean Yield Group | 0.00% | New | 26 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 22 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -98.6% | 18 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 15 | $892 |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $832 |
| Kennebec Savings Bank | 0.00% | — | 10 | $594 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $297 |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -50.0% | 2 | $119 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $60 |
| 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.