Unum GroupUNM
13F holders, Q4 2024 (December 31)683holders +60
88new positions
47sold out
10famous investors
$73.02avg. 13F price*
At the end of Q4 2024, 683 institutions reported holding Unum Group (UNM) in their 13F filings, up 60 from Q3 2024. 88 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.4B) and Norges Bank ($1.0B). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $376.7M |
| Exits | 47 | $116.6M |
All 13F filers, Q3 2024 → Q4 2024: 13,572,586 shares bought and 17,238,117 shares sold, net −3,665,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| Vanguard Group Inc. | 0.03% | Add +8.4% | 20,497,586 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +1.7% | 19,283,346 | $1.4B |
| Norges Bank | 0.13% | Reduce -5.1% | 13,746,646 | $1.0B |
| FMR LLC | 0.04% | Reduce -34.9% | 8,446,698 | $616.9M |
| State Street Corp. | 0.02% | Add +0.6% | 6,006,498 | $438.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.9% | 5,552,252 | $405.5M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -1.7% | 4,954,260 | $361.8M |
| Morgan Stanley | 0.02% | Add +0.3% | 3,777,525 | $275.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.4% | 2,983,749 | $218.0M |
| LSV Asset Management | 0.46% | Reduce -2.4% | 2,736,640 | $199.9M |
| Donald Smith & Co., Inc. | 4.32% | Reduce -15.4% | 2,471,417 | $180.5M |
| AQR Capital Management | 0.23% | Reduce -12.6% | 2,444,655 | $178.5M |
| Northern Trust Corp. | 0.02% | Add +33.2% | 1,930,349 | $141.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -12.0% | 1,900,693 | $138.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.1% | 1,891,891 | $138.2M |
| First Trust Advisors LP | 0.11% | Add +15.4% | 1,708,452 | $124.8M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Reduce -43.1% | 1,708,327 | $124.8M |
| Balyasny Asset Management L.P. | 0.27% | New | 1,560,488 | $114.0M |
| Nordea Investment Management AB | 0.11% | Reduce -34.5% | 1,483,980 | $108.6M |
| Victory Capital Management Inc. | 0.11% | Add +23.3% | 1,462,917 | $106.8M |
| Zurich Insurance Group Ltd | 0.86% | New | 1,440,490 | $105.2M |
| Royal Bank of Canada | 0.02% | Reduce -0.3% | 1,409,476 | $102.9M |
| Allianz Asset Management GmbH | 0.13% | Add +44.9% | 1,264,994 | $92.4M |
| UBS Group AG | 0.02% | Add +212.7% | 1,252,839 | $91.5M |
| Nuveen Asset Management, LLC | 0.03% | Add +2.0% | 1,221,569 | $89.2M |
| Millennium Management | 0.08% | Add +21.7% | 1,149,870 | $84.0M |
| Freestone Grove Partners LP | 0.80% | — | 891,362 | $65.1M |
| Invesco Ltd. | 0.01% | Add +9.7% | 891,334 | $65.1M |
| Voloridge Investment Management, LLC | 0.22% | Reduce -10.2% | 850,616 | $62.1M |
| California Public Employees Retirement System | 0.04% | Add +50.0% | 831,806 | $60.7M |
| Alyeska Investment Group, L.P. | 0.22% | New | 815,568 | $59.6M |
| Boone Capital Management LLC | 19.80% | Reduce -16.6% | 803,865 | $58.7M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Add +54.2% | 786,168 | $57.4M |
| JPMorgan Chase & Co. | 0.00% | Add +14.1% | 711,866 | $52.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.2% | 663,198 | $48.4M |
| Franklin Resources Inc. | 0.01% | Add +30.1% | 610,529 | $44.6M |
| Wedge Capital Management L L P | 0.79% | Reduce -19.1% | 597,138 | $43.6M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +43.8% | 575,000 | $42.0M |
| Woodline Partners LP | 0.28% | Reduce -21.9% | 573,590 | $41.9M |
| ProShare Advisors LLC | 0.09% | Reduce -55.7% | 532,714 | $38.9M |
| Rhumbline Advisers | 0.03% | Reduce -1.1% | 527,986 | $38.6M |
| Grace & White Inc. | 6.92% | No change | 499,356 | $36.5M |
| Barclays PLC | 0.02% | Add +146.7% | 498,638 | $36.4M |
| Two Sigma Advisers, LP | 0.07% | Reduce -36.7% | 443,700 | $32.4M |
| Retirement Systems of Alabama | 0.12% | Reduce -8.7% | 439,278 | $32.1M |
| Neuberger Berman Group LLC | 0.02% | Reduce -10.2% | 422,888 | $30.9M |
| Legal & General Group Plc | 0.01% | Reduce -3.5% | 420,078 | $30.7M |
| Sei Investments Co. | 0.04% | Add +7.9% | 397,302 | $29.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.2% | 392,088 | $28.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.7% | 386,430 | $28.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.9% | 370,015 | $27.0M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 360,634 | $26.3M |
| Amundi | 0.01% | Reduce -60.5% | 360,819 | $26.3M |
| Truist Financial Corp. | 0.04% | Add +0.7% | 351,465 | $25.7M |
| Caisse de depot et placement du Quebec | 0.05% | Add +527.2% | 349,291 | $25.5M |
| Swiss National Bank | 0.02% | Reduce -6.1% | 347,100 | $25.3M |
| Citadel Advisors | 0.02% | Add +117.2% | 345,025 | $25.2M |
| Bridgewater Associates | 0.11% | Add +50.2% | 339,631 | $24.8M |
| Renaissance Technologies | 0.04% | Reduce -30.3% | 335,200 | $24.5M |
| Janus Henderson Group PLC | 0.01% | Add +146.1% | 330,081 | $24.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -53.3% | 325,921 | $23.8M |
| Point72 Asset Management | 0.07% | Add +49.2% | 322,771 | $23.6M |
| Storebrand Asset Management As | 0.07% | Reduce -8.6% | 315,019 | $23.0M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -3.5% | 314,548 | $23.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +8.0% | 312,913 | $22.8M |
| Acadian Asset Management LLC | 0.07% | Add +1669.8% | 311,123 | $22.7M |
| American Century Companies Inc. | 0.01% | Add +34.2% | 300,807 | $22.0M |
| LPL Financial LLC | 0.01% | Add +5.3% | 297,229 | $21.7M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +31.1% | 296,960 | $21.7M |
| AXA S.A. | 0.07% | Add +25.6% | 296,134 | $21.6M |
| Deutsche Bank AG | 0.01% | Add +258.5% | 287,218 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -12.1% | 284,463 | $20.8M |
| D. Scott Neal, Inc. | 11.25% | Reduce -3.3% | 280,877 | $20.5M |
| Schroder Investment Management Group | 0.02% | Reduce -19.4% | 271,514 | $19.8M |
| Raymond James Financial Inc. | 0.01% | — | 268,612 | $19.6M |
| Voya Investment Management LLC | 0.02% | Reduce -20.0% | 258,036 | $18.8M |
| Algert Global LLC | 0.43% | Add +5.1% | 248,325 | $18.1M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $18.0M |
| South Dakota Investment Council | 0.36% | Reduce -0.6% | 245,849 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +7.7% | 234,916 | $17.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -4.8% | 230,090 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +1.1% | 225,801 | $16.5M |
| Artemis Investment Management LLP | 0.23% | Reduce -3.1% | 225,448 | $16.5M |
| Gateway Investment Advisers LLC | 0.18% | Reduce -10.3% | 224,140 | $16.4M |
| Captrust Financial Advisors | 0.05% | Add +5.5% | 223,310 | $16.3M |
| Quantinno Capital Management LP | 0.16% | Add +12.0% | 219,377 | $16.0M |
| BNP Paribas Financial Markets | 0.01% | Add +79.0% | 207,736 | $15.2M |
| Marshall Wace, LLP | 0.02% | Add +54.2% | 200,664 | $14.7M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -1.0% | 198,000 | $14.5M |
| Teacher Retirement System of Texas | 0.05% | Reduce -0.5% | 196,256 | $14.3M |
| McGowan Group Asset Management, Inc. | 1.91% | Reduce -32.9% | 192,299 | $14.0M |
| Corebridge Financial, Inc. | 0.08% | Reduce -5.9% | 190,194 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.3% | 187,902 | $13.7M |
| Man Group plc | 0.04% | Reduce -54.5% | 186,832 | $13.6M |
| NewSquare Capital LLC | 1.08% | Reduce -0.4% | 187,851 | $13.5M |
| Glenmede Trust Co. NA | 0.07% | Add +1.3% | 175,242 | $12.8M |
| Prudential Financial Inc. | 0.02% | Reduce -18.1% | 166,652 | $12.2M |
| California State Teachers Retirement System | 0.01% | Reduce -8.5% | 165,533 | $12.1M |
| Trexquant Investment LP | 0.14% | Reduce -37.0% | 159,903 | $11.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.2% | 154,670 | $11.3M |
| Lighthouse Investment Partners, LLC | 0.43% | Reduce -38.1% | 150,621 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.5% | 150,145 | $11.0M |
| Barnett & Company, Inc. | 6.99% | Reduce -0.5% | 146,182 | $10.7M |
| Corient Private Wealth LP | 0.02% | Reduce -6.5% | 140,624 | $10.3M |
| Susquehanna Fundamental Investments, LLC | 0.17% | — | 138,894 | $10.1M |
| Panagora Asset Management Inc. | 0.05% | New | 138,043 | $10.1M |
| Edgestream Partners, L.P. | 0.41% | New | 131,948 | $9.6M |
| Van Eck Associates Corp. | 0.01% | Add +22.1% | 131,933 | $9.6M |
| Ibex Wealth Advisors | 1.12% | Add +157.0% | 130,296 | $9.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +13.3% | 127,163 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +14.2% | 122,387 | $8.9M |
| Picton Mahoney Asset Management | 0.33% | New | 120,733 | $8.8M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -1.1% | 118,794 | $8.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.8% | 118,709 | $8.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.8% | 115,781 | $8.5M |
| Foster & Motley Inc. | 0.55% | Add +0.9% | 115,594 | $8.4M |
| GMO | 0.03% | Reduce -34.1% | 113,307 | $8.3M |
| IFG Advisory, LLC | 0.46% | Reduce -1.5% | 111,566 | $8.1M |
| HSBC Holdings PLC | 0.01% | Reduce -7.5% | 111,200 | $8.1M |
| CI Investments Inc. | 0.03% | Reduce -8.9% | 110,766 | $8.1M |
| Comerica Bank | 0.03% | Reduce -10.6% | 108,075 | $7.9M |
| Calydon Capital | 1.54% | Reduce -0.1% | 107,418 | $7.8M |
| Burney Co./ | 0.27% | Reduce -12.2% | 105,685 | $7.7M |
| Bank of Nova Scotia | 0.01% | Add +96.0% | 103,528 | $7.6M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -6.8% | 103,473 | $7.6M |
| New Age Alpha Advisors, LLC | 0.30% | New | 103,143 | $7.5M |
| Intech Investment Management LLC | 0.07% | Add +30.8% | 100,727 | $7.4M |
| AlphaCore Capital LLC | 1.57% | Reduce -0.1% | 99,189 | $7.2M |
| National Bank of Canada | 0.01% | Reduce -27.3% | 97,358 | $7.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -14.7% | 96,670 | $7.1M |
| US Bancorp \de | 0.01% | Add +2.1% | 95,156 | $6.9M |
| MetLife Investment Management, LLC | 0.04% | Add +7.2% | 94,944 | $6.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -16.6% | 93,271 | $6.8M |
| Vestcor Inc | 0.22% | Add +4.0% | 92,314 | $6.7M |
| Jane Street Group, LLC | 0.01% | Reduce -43.6% | 91,390 | $6.7M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -3.9% | 88,747 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +27.9% | 87,857 | $6.4M |
| Wealthfront Advisers LLC | 0.02% | Reduce -1.6% | 86,282 | $6.3M |
| Creative Planning | 0.01% | Reduce -0.0% | 84,899 | $6.2M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -5.5% | 82,900 | $6.1M |
| Treasurer of the State of North Carolina | 0.02% | Add +1.4% | 81,879 | $6.0M |
| Citigroup Inc. | 0.01% | Add +30.8% | 81,740 | $6.0M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -20.3% | 81,166 | $5.9M |
| Amalgamated Bank | 0.05% | Reduce -2.5% | 80,347 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.0% | 79,133 | $5.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -18.8% | 78,114 | $5.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | Add +366.1% | 77,686 | $5.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -18.0% | 77,629 | $5.7M |
| Macquarie Group Ltd. | 0.01% | No change | 75,700 | $5.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +14.7% | 75,368 | $5.5M |
| Cerity Partners LLC | 0.01% | Add +10.1% | 78,886 | $5.5M |
| Zacks Investment Management | 0.05% | Add +1.4% | 74,377 | $5.4M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.7% | 73,808 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.0% | 72,631 | $5.3M |
| Silver Lake Advisory, LLC | 2.33% | Reduce -4.3% | 72,536 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -81.5% | 71,544 | $5.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -84.9% | 70,739 | $5.2M |
| Alaska Permanent Fund Corp | 0.08% | No change | 70,058 | $5.1M |
| Viking Fund Management LLC | 0.80% | New | 70,000 | $5.1M |
| Boston Common Asset Management, LLC | 0.15% | Add +19.6% | 69,278 | $5.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +4.5% | 68,100 | $5.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.26% | New | 67,500 | $4.9M |
| Illinois Municipal Retirement Fund | 0.07% | No change | 65,768 | $4.8M |
| Global IMC LLC | 0.85% | New | 65,127 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.5% | 64,792 | $4.7M |
| apricus wealth, LLC | 3.02% | Reduce -3.9% | 63,775 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -5.1% | 62,716 | $4.6M |
| Summit Global Investments | 0.28% | Reduce -6.6% | 62,259 | $4.5M |
| KLP Kapitalforvaltning As | 0.02% | — | 62,200 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -25.6% | 60,169 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 59,412 | $4.3M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +5.1% | 58,999 | $4.3M |
| Ameritas Investment Partners, Inc. | 0.14% | Reduce -2.4% | 58,850 | $4.3M |
| Auxier Asset Management LLC | 0.65% | Reduce -2.4% | 57,752 | $4.2M |
| Mariner, LLC | 0.01% | Add +6.0% | 57,520 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.5% | 57,373 | $4.2M |
| Jefferies Financial Group Inc. | 0.05% | New | 57,051 | $4.2M |
| BTC Capital Management, Inc. | 0.39% | Reduce -25.6% | 57,021 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.5% | 56,710 | $4.1M |
| CWA Asset Management Group, LLC | 0.20% | Add +135.6% | 55,220 | $4.0M |
| Brant Point Investment Management LLC | 0.95% | New | 55,000 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -4.2% | 54,435 | $4.0M |
| KBC Group NV | 0.01% | Add +1002.8% | 53,267 | $3.9M |
| Nomura Holdings Inc. | 0.02% | New | 52,164 | $3.8M |
| Massar Capital Management, LP | 4.29% | — | 51,691 | $3.8M |
| Arizona State Retirement System | 0.02% | Reduce -6.1% | 51,219 | $3.7M |
| Anchor Investment Management, LLC | 0.34% | No change | 49,403 | $3.6M |
| STRS Ohio | 0.01% | Add +8.6% | 49,014 | $3.6M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -1.7% | 46,600 | $3.4M |
| Savant Capital, LLC | 0.03% | Add +1.0% | 46,344 | $3.4M |
| Bank of Montreal | 0.00% | Add +3.6% | 45,648 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.5% | 45,267 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -9.2% | 45,207 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 43,802 | $3.2M |
| Kendall Capital Management | 0.91% | Reduce -2.5% | 42,535 | $3.1M |
| CoreCap Advisors, LLC | 0.14% | Reduce -1.9% | 41,709 | $3.0M |
| Aviance Capital Partners, LLC | 0.42% | Add +10.3% | 41,351 | $3.0M |
| FORA Capital, LLC | 0.34% | New | 40,655 | $3.0M |
| Credit Agricole S A | 0.01% | Add +150.6% | 40,438 | $3.0M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 40,247 | $2.9M |
| Bokf, NA | 0.05% | Reduce -2.3% | 40,786 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.9% | 39,826 | $2.9M |
| State of Michigan Retirement System | 0.02% | Reduce -2.0% | 39,800 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +3.1% | 39,231 | $2.9M |
| Sculati Wealth Management, LLC | 1.13% | Add +0.5% | 38,901 | $2.8M |
| DGS Capital Management, LLC | 0.69% | Add +1.9% | 37,677 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Reduce -1.5% | 37,338 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.5% | 37,104 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +6.0% | 36,967 | $2.7M |
| Naples Global Advisors, LLC | 0.25% | Add +0.6% | 36,075 | $2.6M |
| Danske Bank A/S | 0.01% | Reduce -3.0% | 35,797 | $2.6M |
| Great Diamond Partners, LLC | 0.67% | Reduce -0.5% | 35,684 | $2.6M |
| New Mexico Educational Retirement Board | 0.09% | Reduce -8.8% | 34,843 | $2.5M |
| Cibc World Market Inc. | 0.01% | Add +11.3% | 34,358 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -1.1% | 34,208 | $2.5M |
| Ritholtz Wealth Management | 0.07% | Add +1.9% | 34,177 | $2.5M |
| Vest Financial, LLC | 0.04% | Add +30.4% | 34,103 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -39.8% | 34,090 | $2.5M |
| Mubadala Investment Co PJSC | 0.01% | New | 33,726 | $2.5M |
| Abn Amro Investment Solutions | 0.05% | Add +27.3% | 33,569 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.8% | 33,347 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -8.4% | 33,100 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.0% | 33,070 | $2.4M |
| Strategic Global Advisors, LLC | 0.43% | Add +4.8% | 32,344 | $2.4M |
| Hancock Whitney Corp. | 0.07% | Add +0.3% | 32,197 | $2.4M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -2.2% | 31,015 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 30,176 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -2.3% | 30,137 | $2.2M |
| Boston Financial Mangement LLC | 0.07% | Reduce -25.0% | 30,000 | $2.2M |
| Total Wealth Planning & Management, Inc. | 2.15% | — | 29,975 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +4.0% | 29,957 | $2.2M |
| Waterfront Wealth Inc. | 0.52% | Reduce -31.3% | 29,286 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 28,599 | $2.1M |
| NJ State Employees Deferred Compensation Plan | 0.25% | No change | 28,000 | $2.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -14.7% | 27,850 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Add +15.7% | 27,466 | $2.0M |
| Teza Capital Management LLC | 0.30% | New | 26,883 | $2.0M |
| Weaver C. Barksdale & Associates, Inc. | 1.85% | New | 26,488 | $1.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -25.2% | 26,189 | $1.9M |
| Vident Advisory, LLC | 0.03% | Reduce -4.7% | 25,907 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.7% | 25,280 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Reduce -20.5% | 25,042 | $1.8M |
| Sowell Financial Services LLC | 0.10% | Add +2.8% | 24,934 | $1.8M |
| Investors Research Corp | 0.39% | Reduce -29.6% | 24,376 | $1.8M |
| Concentric Capital Strategies, LP | 0.11% | New | 23,508 | $1.7M |
| Graham Capital Management, L.P. | 0.08% | New | 23,328 | $1.7M |
| Caption Management, LLC | 0.07% | Add +2009.1% | 23,200 | $1.7M |
| Xponance LLC | 0.02% | Add +8.0% | 22,591 | $1.6M |
| Ethic Inc. | 0.03% | Add +11.4% | 22,505 | $1.6M |
| Jump Financial, LLC | 0.03% | New | 22,025 | $1.6M |
| Gotham Asset Management | 0.01% | Add +11.3% | 21,374 | $1.6M |
| Interval Partners, LP | 0.04% | New | 21,300 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +37.3% | 20,711 | $1.5M |
| Abacus Planning Group, Inc. | 0.26% | No change | 20,232 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -77.2% | 20,100 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +22.6% | 20,016 | $1.5M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -54.4% | 20,000 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +10.7% | 19,877 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.0% | 19,673 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Reduce -9.8% | 19,587 | $1.4M |
| Ascent Group, LLC | 0.11% | Reduce -3.8% | 19,569 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Reduce -31.4% | 19,500 | $1.4M |
| Oak Thistle LLC | 0.42% | Add +362.9% | 19,461 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -3.5% | 19,362 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +442.5% | 19,254 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 19,157 | $1.4M |
| Prana Capital Management, LP | 0.07% | Reduce -90.9% | 19,025 | $1.4M |
| Lifestyle Asset Management, Inc. | 0.75% | Reduce -3.1% | 18,899 | $1.4M |
| Signaturefd, LLC | 0.03% | Reduce -0.9% | 18,841 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +8.2% | 18,701 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.8% | 18,211 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -4.5% | 18,066 | $1.3M |
| Keynote Financial Services LLC | 1.01% | Reduce -9.3% | 17,959 | $1.3M |
| Convergence Investment Partners, LLC | 0.29% | Add +10.3% | 17,737 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -13.0% | 17,588 | $1.3M |
| Landscape Capital Management, L.L.C. | 0.13% | New | 17,101 | $1.2M |
| Polianta Ltd | 0.59% | New | 17,000 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -28.0% | 15,842 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -97.4% | 16,541 | $1.2M |
| Moran Wealth Management, LLC | 0.04% | Add +25.9% | 16,259 | $1.2M |
| Neumann Capital Management, LLC | 0.39% | Reduce -4.1% | 15,998 | $1.2M |
| Fieldview Capital Management, LLC | 0.18% | — | 15,985 | $1.2M |
| Atlas Capital Advisors Inc. | 0.15% | Add +5.1% | 15,868 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.1% | 15,837 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.8% | 15,903 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 15,788 | $1.2M |
| Shell Asset Management Co. | 0.05% | Reduce -0.1% | 15,518 | $1.1M |
| XML Financial, LLC | 0.10% | Reduce -22.8% | 14,915 | $1.1M |
| Counterpoint Mutual Funds LLC | 0.14% | Add +13.6% | 14,867 | $1.1M |
| Commerce Bank | 0.01% | Reduce -11.3% | 14,692 | $1.1M |
| Advisory Research Inc. | 0.18% | Add +0.5% | 14,621 | $1.1M |
| Westover Capital Advisors, LLC | 0.23% | Reduce -0.8% | 14,518 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -2.0% | 14,010 | $1.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.4% | 13,825 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +48.9% | 13,559 | $990K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +48.9% | 13,559 | $990K |
| Patten & Patten Inc. | 0.06% | Reduce -1.8% | 13,342 | $974K |
| QRG Capital Management, Inc. | 0.01% | Add +1.4% | 13,336 | $974K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +154.3% | 13,284 | $970K |
| Hillsdale Investment Management Inc. | 0.05% | Add +3.1% | 13,250 | $968K |
| Harvest Fund Management Co., Ltd | 0.04% | New | 13,185 | $963K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -30.5% | 13,158 | $961K |
| Townsquare Capital LLC | 0.01% | Add +7.9% | 13,100 | $957K |
| BOS Asset Management, LLC | 0.34% | Reduce -2.2% | 13,033 | $952K |
| Affinity Investment Advisors, LLC | 0.79% | Reduce -38.2% | 12,962 | $947K |
| Coldstream Capital Management Inc. | 0.02% | Add +0.9% | 12,890 | $941K |
| Tidal Investments LLC | 0.01% | Reduce -2.9% | 12,837 | $937K |
| Point72 Hong Kong Ltd | 0.06% | Reduce -74.8% | 12,737 | $930K |
| Securian Asset Management, Inc. | 0.03% | Reduce -4.4% | 12,700 | $927K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.2% | 12,637 | $923K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -85.1% | 12,566 | $918K |
| Evergreen Capital Management LLC | 0.03% | Add +0.0% | 12,541 | $916K |
| Park Avenue Securities LLC | 0.01% | Add +1.0% | 12,478 | $911K |
| Caprock Group, LLC | 0.03% | Add +0.7% | 12,392 | $905K |
| Simplex Trading, LLC | 0.02% | Add +32.4% | 12,103 | $883K |
| M&T Bank Corp | 0.00% | Reduce -9.6% | 12,080 | $882K |
| Signet Financial Management, LLC | 0.11% | Reduce -4.5% | 12,053 | $880K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -58.8% | 12,031 | $879K |
| Trivium Point Advisory, LLC | 0.11% | Reduce -8.3% | 11,947 | $872K |
| Old National Bancorp | 0.02% | Add +10.6% | 11,815 | $863K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 11,402 | $833K |
| Dumont & Blake Investment Advisors LLC | 0.22% | Reduce -13.4% | 11,190 | $817K |
| Greenleaf Trust | 0.01% | No change | 11,126 | $813K |
| State of Wyoming | 0.10% | Add +61.0% | 11,074 | $809K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.2% | 10,834 | $805K |
| Wedmont Private Capital | 0.04% | Add +5.0% | 11,199 | $804K |
| HM Payson & Co. | 0.01% | No change | 10,922 | $798K |
| Friedenthal Financial | 0.47% | New | 10,906 | $796K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.6% | 10,831 | $791K |
| United Services Automobile Association | 0.03% | Reduce -4.2% | 10,707 | $782K |
| Walleye Capital LLC | 0.01% | Reduce -35.6% | 10,576 | $772K |
| Lingohr Asset Management GmbH | 1.59% | Reduce -28.6% | 10,591 | $769K |
| Boxwood Ventures, Inc. | 1.02% | No change | 10,412 | $760K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.3% | 10,405 | $760K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.2% | 10,223 | $747K |
| AIA Group Ltd | 0.02% | Reduce -45.7% | 10,042 | $733K |
| Utah Retirement Systems | 0.01% | No change | 9,900 | $723K |
| Prosperity Consulting Group, LLC | 0.05% | Add +1.0% | 9,835 | $718K |
| Carret Asset Management, LLC | 0.08% | Reduce -0.1% | 9,832 | $718K |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 9,531 | $696K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +49.2% | 9,491 | $693K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +1.5% | 9,195 | $693K |
| Old Port Advisors | 0.19% | Add +0.2% | 9,255 | $676K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.6% | 9,226 | $674K |
| Asset Management One Co., Ltd. | 0.00% | New | 9,182 | $672K |
| Pitcairn Co. | 0.04% | Reduce -5.7% | 9,201 | $672K |
| Callan Capital, LLC | 0.05% | Add +12.3% | 9,061 | $662K |
| Benjamin Edwards Inc. | 0.01% | Reduce -12.3% | 8,967 | $655K |
| Wolverine Trading, LLC | 0.01% | Add +83.2% | 8,962 | $655K |
| Erste Asset Management GmbH | 0.01% | Add +1.1% | 8,900 | $651K |
| Meeder Advisory Services, Inc. | 0.04% | Add +0.7% | 8,809 | $643K |
| &partners | 0.01% | Add +80.8% | 8,581 | $632K |
| Global Retirement Partners, LLC | 0.02% | Add +0.3% | 8,321 | $608K |
| Campion Asset Management | 0.46% | Reduce -1.2% | 8,300 | $606K |
| SG Americas Securities, LLC | 0.00% | Reduce -4.0% | 8,297 | $606K |
| Hamilton Capital Partners Inc. | 0.04% | Add +2.7% | 8,112 | $592K |
| Summit Trail Advisors, LLC | 0.02% | Add +47.3% | 8,094 | $591K |
| Choreo, LLC | 0.01% | Reduce -19.3% | 8,056 | $588K |
| Cadence Bank | 0.04% | No change | 8,027 | $586K |
| Cresset Asset Management, LLC | 0.00% | Reduce -80.7% | 7,973 | $582K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.15% | Reduce -70.6% | 7,905 | $577K |
| GAMMA Investing LLC | 0.05% | Add +9.4% | 7,893 | $576K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +19.1% | 7,752 | $566K |
| Clarius Group, LLC | 0.04% | No change | 7,746 | $566K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -16.7% | 7,680 | $561K |
| Impact Partnership Wealth, LLC | 0.11% | New | 7,440 | $543K |
| My Legacy Advisors, LLC | 0.21% | Reduce -1.7% | 7,402 | $543K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -3.3% | 7,320 | $535K |
| NorthRock Partners, LLC | 0.02% | Add +3.5% | 7,284 | $532K |
| Measured Wealth Private Client Group, LLC | 0.17% | New | 7,276 | $531K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.9% | 7,217 | $527K |
| Baird Financial Group, Inc. | 0.00% | Add +95.7% | 7,169 | $524K |
| DMC Group, LLC | 0.42% | Add +57.9% | 7,105 | $519K |
| Bleakley Financial Group, LLC | 0.02% | Add +3.5% | 7,044 | $514K |
| Boothbay Fund Management, LLC | 0.02% | New | 7,042 | $514K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.0% | 6,972 | $509K |
| Belpointe Asset Management LLC | 0.03% | Add +2.1% | 9,151 | $508K |
| Ballentine Partners, LLC | 0.01% | Add +1.3% | 6,893 | $503K |
| Caitlin John, LLC | 0.34% | Reduce -3.5% | 6,886 | $503K |
| AE Wealth Management LLC | 0.00% | Add +6.7% | 6,825 | $498K |
| AdvisorShares Investments LLC | 0.10% | Reduce -20.0% | 6,800 | $497K |
| Means Investment Co., Inc. | 0.05% | Add +0.3% | 6,732 | $492K |
| Vise Technologies, Inc. | 0.04% | New | 6,630 | $484K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.7% | 6,627 | $484K |
| Guggenheim Capital LLC | 0.00% | Reduce -97.9% | 6,603 | $482K |
| Bessemer Group Inc. | 0.00% | Add +2.2% | 6,536 | $478K |
| AlphaQuest LLC | 0.06% | Reduce -84.3% | 6,526 | $477K |
| Csenge Advisory Group | 0.03% | Reduce -20.5% | 6,486 | $474K |
| Patten Group, Inc. | 0.10% | Reduce -10.4% | 6,480 | $473K |
| Shelton Capital Management | 0.01% | Reduce -9.3% | 6,450 | $471K |
| Quent Capital, LLC | 0.05% | Reduce -2.0% | 6,442 | $470K |
| Scientech Research LLC | 0.13% | New | 6,391 | $467K |
| Alps Advisors Inc. | 0.00% | No change | 6,350 | $464K |
| Regions Financial Corp. | 0.00% | Reduce -0.8% | 6,328 | $462K |
| Forum Financial Management, LP | 0.01% | Add +1.4% | 6,294 | $460K |
| J. W. Coons Advisors, LLC | 0.12% | Reduce -1.7% | 6,258 | $457K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.22% | Add +0.1% | 6,214 | $454K |
| Advisors Capital Management, LLC | 0.01% | Add +5.5% | 6,172 | $451K |
| Virtus Investment Advisers, LLC | 0.36% | No change | 6,105 | $446K |
| Brooklyn Investment Group | 0.13% | Reduce -8.1% | 6,059 | $442K |
| Brown Advisory Inc. | 0.00% | Reduce -10.8% | 6,046 | $442K |
| NewEdge Advisors, LLC | 0.00% | Add +5.7% | 6,014 | $439K |
| Prossimo Advisors, LLC | 0.32% | Add +0.2% | 6,009 | $439K |
| Petrus Trust Company, LTA | 0.04% | Reduce -61.8% | 5,997 | $438K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 5,936 | $433K |
| HB Wealth Management, LLC | 0.00% | Add +56.7% | 5,928 | $433K |
| First Citizens Bank & Trust Co. | 0.01% | Add +12.5% | 5,868 | $429K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $428K |
| Aries Wealth Management | 0.12% | No change | 5,846 | $427K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 5,838 | $426K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -50.1% | 5,817 | $425K |
| Lion Street Advisors, LLC | 0.13% | No change | 5,751 | $420K |
| Wetzel Investment Advisors, Inc. | 0.21% | Reduce -8.1% | 5,690 | $416K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 5,684 | $415K |
| XTX Topco Ltd | 0.03% | New | 5,669 | $414K |
| MBM Wealth Consultants, LLC | 0.12% | Add +3.9% | 5,594 | $408K |
| Sharpepoint LLC | 0.36% | — | 5,501 | $402K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.6% | 5,486 | $401K |
| Chicago Partners Investment Group LLC | 0.01% | Add +9.0% | 5,385 | $393K |
| Net Worth Advisory Group | 0.12% | Add +1.2% | 5,372 | $392K |
| Lane & Associates LLC | 0.20% | Reduce -1.4% | 5,142 | $392K |
| Wedbush Securities Inc. | 0.01% | New | 5,346 | $390K |
| Forbes J M & Co. LLP | 0.04% | New | 5,320 | $389K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 5,311 | $388K |
| Verition Fund Management LLC | 0.00% | Reduce -85.3% | 5,291 | $386K |
| Blair William & Co. | 0.00% | Add +41.5% | 5,272 | $385K |
| Paragon Capital Management Ltd | 0.08% | Reduce -1.7% | 5,210 | $380K |
| Brooks, Moore & Associates, Inc. | 0.22% | No change | 5,198 | $380K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -6.2% | 5,284 | $379K |
| Focus Partners Wealth | 0.00% | Add +27.6% | 5,172 | $378K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.8% | 5,150 | $376K |
| Entropy Technologies, LP | 0.04% | Reduce -10.4% | 5,132 | $375K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 5,066 | $370K |
| Taika Capital, LP | 0.28% | New | 5,050 | $369K |
| Mather Group, Llc. | 0.00% | Add +0.0% | 5,005 | $366K |
| StoneX Group Inc. | 0.02% | New | 4,993 | $365K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -9.2% | 4,979 | $364K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -91.1% | 4,974 | $363K |
| Atria Investments, Inc | 0.00% | Reduce -0.7% | 4,959 | $362K |
| Obsidian Cio, LLC | 0.07% | Add +0.8% | 4,955 | $362K |
| CSS LLC | 0.07% | Reduce -48.0% | 4,945 | $361K |
| AlTi Global, Inc. | 0.01% | Reduce -2.8% | 4,906 | $358K |
| Advisors Asset Management, Inc. | 0.01% | Add +71.3% | 4,845 | $354K |
| Portland Global Advisors LLC | 0.04% | Reduce -32.5% | 4,723 | $345K |
| Aster Capital Management (DIFC) Ltd | 0.13% | Add +0.8% | 4,677 | $342K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,670 | $341K |
| Praxis Investment Management Inc. | 0.02% | New | 4,670 | $341K |
| FourThought Financial Partners, LLC | 0.04% | New | 4,667 | $341K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -9.3% | 4,641 | $339K |
| NDVR, Inc. | 0.32% | Add +4.9% | 4,548 | $332K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 4,537 | $331K |
| Compound Planning, Inc. | 0.02% | Add +20.5% | 4,525 | $330K |
| Old North State Wealth Management, LLC | 0.19% | Add +21.5% | 4,519 | $330K |
| Merit Financial Group, LLC | 0.01% | New | 4,496 | $328K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.2% | 4,485 | $328K |
| Coastline Trust Co | 0.04% | No change | 4,470 | $326K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,468 | $326K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.9% | 4,438 | $324K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | New | 9,248 | $324K |
| Newport Capital Group, LLC | 0.24% | Reduce -19.5% | 4,420 | $323K |
| Seeds Investor LLC | 0.09% | Add +8.4% | 4,398 | $321K |
| Beacon Financial Group | 0.03% | Add +0.2% | 4,337 | $317K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $316K |
| HHM Wealth Advisors, LLC | 0.04% | Add +0.1% | 4,309 | $315K |
| Sigma Planning Corp | 0.01% | Reduce -2.1% | 4,293 | $313K |
| Caxton Associates LP | 0.01% | Reduce -80.9% | 4,235 | $309K |
| Quadrant Capital Group LLC | 0.02% | No change | 4,164 | $304K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -8.1% | 4,131 | $302K |
| Callan Family Office, LLC | 0.02% | New | 4,112 | $300K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.5% | 4,100 | $299K |
| UMB Bank, n.a. | 0.00% | Add +8.5% | 4,084 | $298K |
| Schulhoff & Co. Inc. | 0.11% | No change | 4,000 | $292K |
| Arnhold LLC | 0.03% | No change | 4,000 | $292K |
| EP Wealth Advisors, LLC | 0.00% | No change | 3,984 | $291K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.7% | 3,844 | $281K |
| Profund Advisors LLC | 0.01% | Reduce -11.3% | 3,842 | $281K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.6% | 3,837 | $280K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -27.6% | 3,822 | $279K |
| Eastern Bank | 0.01% | No change | 3,802 | $278K |
| Gardner Russo & Quinn | 0.00% | No change | 3,800 | $278K |
| Longboard Asset Management, LP | 0.73% | — | 3,794 | $277K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,791 | $277K |
| NewEdge Wealth, LLC | 0.00% | Reduce -6.3% | 3,763 | $275K |
| Ground Swell Capital, LLC | 0.58% | New | 3,665 | $268K |
| Spinnaker Trust | 0.02% | Add +2.7% | 3,655 | $267K |
| Machina Capital S.A.S. | 0.11% | Reduce -54.0% | 3,642 | $266K |
| Blue Trust, Inc. | 0.00% | Reduce -68.4% | 3,618 | $264K |
| Welch & Forbes LLC | 0.00% | No change | 3,587 | $262K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -27.2% | 3,560 | $260K |
| Sage Rhino Capital LLC | 0.06% | Reduce -3.6% | 3,535 | $258K |
| Challenger Wealth Management | 0.22% | — | 3,528 | $258K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.0% | 3,491 | $255K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -2.2% | 3,480 | $254K |
| Ariadne Wealth Management, LP | 0.12% | Add +1.0% | 3,266 | $251K |
| Brookstone Capital Management | 0.00% | New | 3,432 | $251K |
| Fifth Third Bancorp | 0.00% | Reduce -10.7% | 3,422 | $250K |
| Capital Square, LLC | 0.14% | New | 3,327 | $250K |
| Montag A & Associates Inc. | 0.01% | New | 3,410 | $249K |
| iSAM Funds (UK) Ltd | 0.18% | New | 3,404 | $249K |
| Brighton Jones LLC | 0.01% | New | 3,385 | $247K |
| KPP Advisory Services LLC | 0.06% | No change | 3,369 | $246K |
| Financial Counselors Inc. | 0.00% | New | 3,285 | $240K |
| Wellington Management Group LLP | 0.00% | New | 3,282 | $240K |
| Nichols & Pratt Advisers LLP | 0.02% | New | 3,270 | $239K |
| Jacobi Capital Management LLC | 0.02% | New | 3,261 | $238K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -6.6% | 3,250 | $237K |
| Clearstead Advisors, LLC | 0.00% | Add +4.3% | 3,204 | $234K |
| Fidelis Capital Partners, LLC | 0.02% | New | 3,067 | $234K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,188 | $233K |
| Ossiam | 0.00% | Reduce -17.4% | 3,161 | $231K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -66.6% | 3,154 | $230K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 3,143 | $230K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -24.5% | 3,135 | $229K |
| Parallel Advisors, LLC | 0.01% | Add +2.6% | 3,123 | $228K |
| Portman Square Capital LLP | 0.21% | New | 3,116 | $228K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.4% | 3,023 | $221K |
| KKM Financial LLC | 0.09% | New | 3,000 | $219K |
| 111 Capital | 0.05% | — | 2,996 | $219K |
| Bank & Trust Co | 0.18% | No change | 2,989 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,980 | $218K |
| Blackhawk Capital Partners, LLC | 0.11% | Reduce -27.9% | 2,975 | $217K |
| Leigh Baldwin & Co., LLC | 0.18% | — | 2,970 | $217K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,964 | $216K |
| PFG Investments, LLC | 0.01% | New | 2,964 | $216K |
| Fragasso Financial Advisors Inc | 0.02% | New | 2,921 | $213K |
| Sage Capital Management, LLC | 0.11% | New | 2,921 | $213K |
| Arax Advisory Partners | 0.01% | Add +88.0% | 2,904 | $212K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 2,900 | $212K |
| Quarry LP | 0.04% | Add +206.2% | 2,848 | $208K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | New | 2,830 | $207K |
| SVB Wealth LLC | 0.00% | New | 2,788 | $204K |
| Farringdon Capital, Ltd. | 0.08% | — | 2,768 | $202K |
| MJP Associates Inc. | 0.04% | New | 2,750 | $201K |
| Advisor OS, LLC | 0.02% | New | 2,750 | $201K |
| West Branch Capital LLC | 0.06% | No change | 2,709 | $198K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,640 | $193K |
| GeoWealth Management, LLC | 0.01% | Reduce -3.5% | 2,616 | $191K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.3% | 2,597 | $190K |
| Private Trust Co. NA | 0.02% | No change | 2,570 | $188K |
| Smartleaf Asset Management LLC | 0.02% | Add +29.2% | 2,540 | $186K |
| Continuum Advisory, LLC | 0.02% | Reduce -2.4% | 2,383 | $174K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,367 | $173K |
| Allworth Financial LP | 0.00% | Add +0.9% | 2,220 | $167K |
| Jones Financial Companies LLLP | 0.00% | Add +124.5% | 2,258 | $165K |
| MAI Capital Management | 0.00% | New | 1,970 | $144K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 1,960 | $143K |
| Covestor Ltd | 0.09% | Reduce -22.4% | 1,947 | $142K |
| New England Capital Financial Advisors LLC | 0.07% | No change | 1,904 | $139K |
| Proffitt & Goodson Inc. | 0.02% | No change | 1,786 | $130K |
| Richardson Financial Services Inc. | 0.09% | Reduce -4.2% | 1,700 | $124K |
| TD Waterhouse Canada Inc. | 0.00% | Add +49.5% | 1,671 | $122K |
| Addison Advisors LLC | 0.03% | Add +2.6% | 1,610 | $118K |
| Principal Securities, Inc. | 0.00% | Add +27.7% | 1,553 | $113K |
| Capital Analysts, LLC | 0.00% | New | 1,476 | $108K |
| Kapitalo Investimentos Ltda | 0.07% | New | 1,397 | $102K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,241 | $91K |
| IFP Advisors, Inc | 0.00% | Reduce -49.2% | 1,234 | $90K |
| Venturi Wealth Management, LLC | 0.00% | Add +30.0% | 1,206 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -9.3% | 1,172 | $86K |
| CVA Family Office, LLC | 0.01% | No change | 1,090 | $80K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,082 | $79K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $77K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 1,000 | $73K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.7% | 1,000 | $73K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.4% | 996 | $73K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 980 | $72K |
| V-Square Quantitative Management LLC | 0.01% | Add +36.5% | 958 | $70K |
| Lindbrook Capital, LLC | 0.01% | No change | 931 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +13.1% | 930 | $68K |
| WPG Advisers, LLC | 0.06% | — | 907 | $66K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -3.6% | 867 | $63K |
| William B. Walkup & Associates, Inc. | 0.04% | No change | 855 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +28.8% | 800 | $58K |
| Duncker Streett & Co. Inc. | 0.01% | New | 800 | $58K |
| Arlington Trust Co LLC | 0.01% | No change | 774 | $57K |
| Versant Capital Management, Inc | 0.01% | Add +26.4% | 766 | $56K |
| MCF Advisors LLC | 0.00% | No change | 764 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 679 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.6% | 654 | $48K |
| Millstone Evans Group, LLC | 0.03% | — | 620 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 614 | $45K |
| Founders Capital Management | 0.03% | No change | 600 | $44K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 573 | $42K |
| Trust Co. of Vermont | 0.00% | Reduce -21.9% | 571 | $42K |
| McIlrath & Eck, LLC | 0.01% | No change | 555 | $41K |
| Huntington National Bank | 0.00% | Reduce -19.4% | 547 | $40K |
| Manchester Capital Management LLC | 0.00% | No change | 527 | $38K |
| Kestra Investment Management, LLC | 0.00% | New | 517 | $38K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $37K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 493 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.3% | 444 | $32K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 422 | $31K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 421 | $31K |
| Aviso Financial Inc. | 0.00% | No change | 406 | $30K |
| Heritage Wealth Advisors | 0.00% | Add +4.7% | 405 | $30K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 399 | $29K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 399 | $29K |
| Barrett & Company, Inc. | 0.01% | Add +300.0% | 396 | $29K |
| Legacy Investment Solutions, LLC | 0.02% | No change | 370 | $28K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 370 | $28K |
| WealthCollab, LLC | 0.02% | No change | 370 | $27K |
| Hemington Wealth Management | 0.01% | Add +21.1% | 379 | $27K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 340 | $25K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 325 | $24K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -6.1% | 321 | $23K |
| TD Private Client Wealth LLC | 0.00% | No change | 317 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.3% | 310 | $23K |
| Whittier Trust Co. | 0.00% | Add +63.8% | 308 | $22K |
| Whipplewood Advisors, LLC | 0.01% | — | 305 | $22K |
| True Wealth Design, LLC | 0.01% | Add +7.6% | 298 | $22K |
| Northwest Capital Management Inc | 0.01% | No change | 290 | $21K |
| R Squared Ltd | 0.02% | — | 280 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -59.1% | 266 | $19K |
| Leonteq Securities AG | 0.00% | Add +7.3% | 265 | $19K |
| Hollencrest Capital Management | 0.00% | Add +0.8% | 236 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 230 | $17K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $16K |
| Rothschild Investment LLC | 0.00% | No change | 209 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 196 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -22.8% | 179 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $12K |
| Hopwood Financial Services, Inc. | 0.01% | — | 150 | $11K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 138 | $10K |
| Newton One Investments LLC | 0.00% | New | 135 | $10K |
| Atala Financial Inc | 0.01% | — | 124 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 125 | $9K |
| Truvestments Capital LLC | 0.00% | New | 117 | $9K |
| Horizon Investments, LLC | 0.00% | Add +1.8% | 113 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $8K |
| Hexagon Capital Partners LLC | 0.00% | Add +8.3% | 104 | $8K |
| Pingora Partners LLC | 0.00% | Reduce -16.7% | 100 | $7K |
| Avior Wealth Management, LLC | 0.00% | No change | 90 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +4.0% | 79 | $6K |
| Raiffeisen Bank International AG | 0.00% | — | 78 | $6K |
| Park Square Financial Group, LLC | 0.00% | — | 75 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.7% | 70 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Add +13.1% | 69 | $5K |
| Key Financial Inc | 0.00% | New | 64 | $5K |
| Sachetta, LLC | 0.00% | Add +3.3% | 63 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 62 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 60 | $4K |
| LRI Investments, LLC | 0.00% | No change | 58 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -97.2% | 58 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $4K |
| Rakuten Securities, Inc. | 0.00% | New | 53 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 53 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 53 | $4K |
| NFSG Corp | 0.00% | Reduce -98.3% | 50 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -39.1% | 42 | $3K |
| Spire Wealth Management | 0.00% | No change | 42 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 41 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -4.8% | 40 | $3K |
| High Note Wealth, LLC | 0.00% | New | 40 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 40 | $3K |
| Grove Bank & Trust | 0.00% | New | 36 | $3K |
| Logan Capital Management Inc. | 0.00% | New | 35 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 26 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 21 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.4% | 18 | $1K |
| Winch Advisory Services, LLC | 0.00% | New | 18 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 15 | $1K |
| Avion Wealth | 0.00% | Add +84.6% | 24 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 12 | $876 |
| Global Financial Private Client, LLC | 0.00% | New | 12 | $876 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -50.0% | 11 | $807 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $731 |
| Principia Wealth Advisory, LLC | 0.00% | — | 10 | $730 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 8 | $584 |
| Old Second National Bank of Aurora | 0.00% | New | 6 | $438 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -57.1% | 6 | $438 |
| New Millennium Group LLC | 0.00% | New | 5 | $365 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $365 |
| MV Capital Management, Inc. | 0.00% | Add +200.0% | 3 | $220 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 3 | $219 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $146 |
| Activest Wealth Management | 0.00% | New | 1 | $73 |
| Transce3nd, LLC | 0.00% | — | 1 | $73 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.