Unum GroupUNM
13F holders, Q1 2025 (March 31)726holders +43
96new positions
54sold out
10famous investors
$81.41avg. 13F price*
At the end of Q1 2025, 726 institutions reported holding Unum Group (UNM) in their 13F filings, up 43 from Q4 2024. 96 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.4B) and Norges Bank ($1.1B). 10 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $196.9M |
| Exits | 54 | $27.5M |
All 13F filers, Q4 2024 → Q1 2025: 15,089,922 shares bought and 14,196,158 shares sold, net +893,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 726 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.4% | 20,205,408 | $1.6B |
| BlackRock, Inc. | 0.03% | Reduce -8.4% | 17,668,497 | $1.4B |
| Norges Bank | 0.15% | Reduce -5.0% | 13,059,818 | $1.1B |
| FMR LLC | 0.04% | Reduce -12.7% | 7,371,103 | $600.5M |
| State Street Corp. | 0.02% | Reduce -1.8% | 5,898,771 | $480.5M |
| First Trust Advisors LP | 0.42% | Add +240.7% | 5,821,340 | $474.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +4.8% | 5,816,520 | $473.8M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -13.4% | 4,287,873 | $349.3M |
| Morgan Stanley | 0.02% | Reduce -8.9% | 3,439,334 | $280.2M |
| Geode Capital Management, LLC | 0.02% | Add +4.7% | 3,122,513 | $254.4M |
| LSV Asset Management | 0.54% | Add +0.1% | 2,740,656 | $223.3M |
| Invesco Ltd. | 0.04% | Add +155.6% | 2,278,473 | $185.6M |
| AQR Capital Management | 0.18% | Reduce -12.0% | 2,151,658 | $172.2M |
| Donald Smith & Co., Inc. | 3.87% | Reduce -21.6% | 1,938,298 | $157.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.5% | 1,882,465 | $153.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.9% | 1,873,991 | $152.7M |
| Victory Capital Management Inc. | 0.14% | Add +13.1% | 1,654,489 | $134.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -16.7% | 1,583,377 | $129.0M |
| Balyasny Asset Management L.P. | 0.31% | Reduce -4.3% | 1,493,764 | $121.7M |
| Royal Bank of Canada | 0.03% | Add +0.5% | 1,416,124 | $115.4M |
| Nordea Investment Management AB | 0.12% | Reduce -3.6% | 1,430,346 | $115.2M |
| Allianz Asset Management GmbH | 0.17% | Add +8.9% | 1,378,105 | $112.3M |
| Nuveen, LLC | 0.03% | — | 1,145,189 | $93.3M |
| Freestone Grove Partners LP | 0.91% | Add +21.3% | 1,081,196 | $88.1M |
| Assenagon Asset Management S.A. | 0.15% | Add +228.6% | 1,033,700 | $84.2M |
| Zurich Insurance Group Ltd | 0.63% | Reduce -33.5% | 958,175 | $78.1M |
| Allspring Global Investments Holdings, LLC | 0.13% | Add +202.1% | 945,271 | $77.5M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Add +65.2% | 950,000 | $77.4M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -48.9% | 873,290 | $71.1M |
| California Public Employees Retirement System | 0.05% | Add +0.8% | 838,077 | $68.3M |
| Franklin Resources Inc. | 0.02% | Add +26.3% | 771,331 | $62.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +12.5% | 746,267 | $60.8M |
| Woodline Partners LP | 0.39% | Add +29.0% | 739,877 | $60.3M |
| UBS Group AG | 0.01% | Reduce -41.3% | 735,200 | $59.9M |
| Teewinot Capital Advisers, L.L.C. | 6.02% | New | 722,815 | $58.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 721,284 | $58.8M |
| Boone Capital Management LLC | 19.42% | Reduce -12.8% | 700,600 | $57.1M |
| Amundi | 0.02% | Add +92.8% | 695,841 | $55.1M |
| Alyeska Investment Group, L.P. | 0.22% | Reduce -17.8% | 670,366 | $54.6M |
| Caisse de depot et placement du Quebec | 0.11% | Add +86.6% | 651,878 | $53.1M |
| Millennium Management | 0.05% | Reduce -44.3% | 640,073 | $52.1M |
| Vest Financial, LLC | 0.79% | Add +1740.3% | 627,582 | $51.1M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Reduce -21.5% | 617,292 | $50.3M |
| Bridgewater Associates | 0.20% | Add +53.8% | 522,259 | $42.5M |
| Bank of America Corp. | 0.00% | Add +44.1% | 519,753 | $42.3M |
| Grace & White Inc. | 7.88% | No change | 499,356 | $40.7M |
| Rhumbline Advisers | 0.04% | Reduce -5.5% | 498,795 | $40.6M |
| Renaissance Technologies | 0.06% | Add +38.3% | 463,600 | $37.8M |
| Wedge Capital Management L L P | 0.73% | Reduce -22.7% | 461,513 | $37.6M |
| Legal & General Group Plc | 0.01% | Add +9.8% | 461,301 | $37.6M |
| Neuberger Berman Group LLC | 0.03% | Add +8.1% | 457,265 | $37.2M |
| Retirement Systems of Alabama | 0.13% | Reduce -3.3% | 424,988 | $34.6M |
| ProShare Advisors LLC | 0.08% | Reduce -22.7% | 411,626 | $33.5M |
| Sei Investments Co. | 0.04% | Reduce -1.9% | 389,904 | $31.8M |
| American Century Companies Inc. | 0.02% | Add +29.5% | 389,554 | $31.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.8% | 379,565 | $30.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.4% | 378,597 | $30.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +724.0% | 372,978 | $30.4M |
| Truist Financial Corp. | 0.05% | Add +0.6% | 353,622 | $28.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +392.4% | 352,306 | $28.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.20% | — | 338,970 | $27.6M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +13.6% | 337,273 | $27.5M |
| Swiss National Bank | 0.02% | Reduce -3.2% | 336,100 | $27.4M |
| Junto Capital Management LP | 0.60% | New | 319,245 | $26.0M |
| AXA S.A. | 0.08% | Add +4.4% | 309,084 | $25.2M |
| LPL Financial LLC | 0.01% | Add +1.5% | 301,684 | $24.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -19.2% | 298,850 | $24.3M |
| Quantinno Capital Management LP | 0.16% | Add +35.0% | 296,194 | $24.1M |
| Voya Investment Management LLC | 0.03% | Add +13.8% | 293,687 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 290,382 | $23.7M |
| Storebrand Asset Management As | 0.07% | Reduce -13.5% | 272,517 | $22.2M |
| Picton Mahoney Asset Management | 0.76% | Add +125.6% | 272,403 | $22.2M |
| D. Scott Neal, Inc. | 12.27% | Reduce -3.3% | 271,675 | $22.1M |
| Barclays PLC | 0.01% | Reduce -47.7% | 260,659 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.1% | 258,558 | $21.1M |
| Gillson Capital LP | 1.75% | New | 252,561 | $20.6M |
| Schroder Investment Management Group | 0.02% | Reduce -6.7% | 253,333 | $20.3M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 250,712 | $19.7M |
| Captrust Financial Advisors | 0.05% | Add +4.9% | 234,153 | $19.1M |
| South Dakota Investment Council | 0.38% | Reduce -6.8% | 229,043 | $18.7M |
| Two Sigma Advisers, LP | 0.04% | Reduce -48.4% | 229,000 | $18.7M |
| Gateway Investment Advisers LLC | 0.21% | No change | 224,140 | $18.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -32.8% | 219,077 | $17.8M |
| Stifel Financial Corp. | 0.02% | Reduce -9.8% | 203,777 | $16.6M |
| New York State Teachers Retirement System | 0.04% | Add +7.1% | 201,327 | $16.4M |
| Hudson Bay Capital Management LP | 0.12% | Add +0.6% | 199,190 | $16.2M |
| Point72 Asset Management | 0.05% | Reduce -40.4% | 192,237 | $15.7M |
| McGowan Group Asset Management, Inc. | 2.09% | Reduce -0.6% | 191,169 | $15.6M |
| Moore Capital Management, LP | 0.61% | New | 188,875 | $15.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -20.9% | 182,075 | $14.8M |
| Corebridge Financial, Inc. | 0.09% | Reduce -4.5% | 181,605 | $14.8M |
| Man Group plc | 0.05% | Reduce -3.0% | 181,211 | $14.8M |
| Citadel Advisors | 0.01% | Reduce -48.4% | 178,079 | $14.5M |
| Glenmede Trust Co. NA | 0.07% | Reduce -3.1% | 169,840 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +38.3% | 169,214 | $13.8M |
| California State Teachers Retirement System | 0.02% | Reduce -1.2% | 163,603 | $13.3M |
| Prudential Financial Inc. | 0.02% | Reduce -2.0% | 163,342 | $13.3M |
| Marshall Wace, LLP | 0.02% | Reduce -19.0% | 162,517 | $13.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.0% | 154,611 | $12.6M |
| Van Eck Associates Corp. | 0.02% | Add +10.8% | 146,156 | $11.9M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +22.8% | 145,915 | $11.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -31.6% | 142,065 | $11.6M |
| Acadian Asset Management LLC | 0.03% | Reduce -54.7% | 140,834 | $11.5M |
| Susquehanna Fundamental Investments, LLC | 0.19% | No change | 138,894 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +10.4% | 140,367 | $11.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -41.3% | 137,822 | $11.2M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -83.9% | 136,714 | $11.1M |
| Panagora Asset Management Inc. | 0.06% | Reduce -1.5% | 135,987 | $11.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -58.1% | 138,339 | $11.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -10.4% | 134,480 | $11.0M |
| AE Wealth Management LLC | 0.09% | Add +1863.1% | 133,982 | $10.9M |
| Corient Private Wealth LP | 0.02% | Reduce -5.0% | 133,525 | $10.9M |
| Public Employees Retirement System of Ohio | 0.04% | Add +37.4% | 132,868 | $10.8M |
| Ibex Wealth Advisors | 1.42% | Add +1.0% | 131,641 | $10.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.8% | 131,508 | $10.7M |
| Barnett & Company, Inc. | 8.79% | Reduce -11.7% | 129,067 | $10.5M |
| Trexquant Investment LP | 0.12% | Reduce -20.2% | 127,573 | $10.4M |
| Lazard Asset Management LLC | 0.02% | Add +59.5% | 123,797 | $10.1M |
| Susquehanna International Group, LLP | 0.02% | Add +37.9% | 121,172 | $9.9M |
| Vestcor Inc | 0.33% | Add +30.6% | 120,611 | $9.8M |
| Foster & Motley Inc. | 0.62% | Add +3.8% | 119,945 | $9.8M |
| GMO | 0.03% | Add +5.1% | 119,116 | $9.7M |
| Teacher Retirement System of Texas | 0.04% | Reduce -40.1% | 117,472 | $9.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.10% | Add +43.5% | 111,451 | $9.1M |
| IFG Advisory, LLC | 0.50% | Reduce -1.4% | 109,948 | $9.0M |
| Brant Point Investment Management LLC | 2.16% | Add +97.5% | 108,651 | $8.9M |
| Prana Capital Management, LP | 0.36% | Add +470.0% | 108,444 | $8.8M |
| Calydon Capital | 1.64% | Add +0.6% | 108,046 | $8.8M |
| Boston Common Asset Management, LLC | 0.27% | Add +54.7% | 107,155 | $8.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.2% | 106,333 | $8.7M |
| NewSquare Capital LLC | 0.70% | Reduce -42.5% | 108,015 | $8.5M |
| Intech Investment Management LLC | 0.09% | Add +2.7% | 103,467 | $8.4M |
| AlphaCore Capital LLC | 0.69% | Reduce -0.1% | 99,091 | $8.1M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -4.5% | 98,872 | $8.1M |
| Comerica Bank | 0.03% | Reduce -10.8% | 96,374 | $7.9M |
| New Age Alpha Advisors, LLC | 0.35% | Reduce -7.1% | 95,799 | $7.8M |
| US Bancorp \de | 0.01% | Add +0.6% | 95,703 | $7.8M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.6% | 91,552 | $7.5M |
| Cerity Partners LLC | 0.01% | Add +9.5% | 86,348 | $7.0M |
| Creative Planning | 0.01% | Add +1.2% | 85,923 | $7.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 85,797 | $7.0M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -4.7% | 84,569 | $6.9M |
| CI Investments Inc. | 0.03% | Reduce -24.2% | 83,911 | $6.8M |
| Empowered Funds, LLC | 0.10% | New | 83,856 | $6.8M |
| Burney Co./ | 0.25% | Reduce -20.9% | 83,598 | $6.8M |
| Wealthfront Advisers LLC | 0.02% | Reduce -3.2% | 83,544 | $6.8M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.5% | 83,089 | $6.8M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +558.2% | 82,711 | $6.7M |
| Boston Partners | 0.01% | New | 82,634 | $6.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +9.5% | 82,541 | $6.7M |
| Amalgamated Bank | 0.05% | Reduce -5.1% | 76,281 | $6.2M |
| HSBC Holdings PLC | 0.00% | Reduce -31.1% | 76,669 | $6.2M |
| Macquarie Group Ltd. | 0.01% | No change | 75,700 | $6.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -5.1% | 74,122 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -0.8% | 73,208 | $6.0M |
| Lingohr Asset Management GmbH | 1.49% | Add +592.8% | 73,378 | $5.9M |
| Silver Lake Advisory, LLC | 2.57% | Reduce -0.4% | 72,233 | $5.9M |
| CPC Advisors, LLC | 0.80% | New | 70,955 | $5.8M |
| CWA Asset Management Group, LLC | 0.28% | Add +27.4% | 70,344 | $5.7M |
| Zacks Investment Management | 0.05% | Reduce -5.7% | 70,116 | $5.7M |
| Viking Fund Management LLC | 0.82% | No change | 70,000 | $5.7M |
| Algert Global LLC | 0.14% | Reduce -72.0% | 69,531 | $5.7M |
| Pathstone Holdings, LLC | 0.02% | Add +7.0% | 69,313 | $5.6M |
| BTC Capital Management, Inc. | 0.51% | Add +20.0% | 68,437 | $5.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 68,100 | $5.5M |
| Citigroup Inc. | 0.00% | Reduce -16.9% | 67,949 | $5.5M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.31% | No change | 67,500 | $5.5M |
| Alaska Permanent Fund Corp | 0.08% | No change | 70,058 | $5.4M |
| Illinois Municipal Retirement Fund | 0.08% | No change | 65,768 | $5.4M |
| Global IMC LLC | 1.44% | Add +0.0% | 65,146 | $5.3M |
| Mariner, LLC | 0.01% | Add +11.4% | 64,105 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.5% | 62,828 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +69.1% | 62,495 | $5.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +5.3% | 62,111 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 60,370 | $4.9M |
| Abn Amro Investment Solutions | 0.10% | Add +79.6% | 60,298 | $4.9M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +1.4% | 60,214 | $4.9M |
| Yousif Capital Management, LLC | 0.06% | Reduce -4.4% | 59,965 | $4.9M |
| Interval Partners, LP | 0.17% | Add +172.2% | 57,976 | $4.7M |
| Auxier Asset Management LLC | 0.70% | Reduce -0.0% | 57,727 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 56,710 | $4.6M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -9.5% | 56,300 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.8% | 55,341 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -43.4% | 52,807 | $4.3M |
| Ameritas Investment Partners, Inc. | 0.14% | Reduce -12.1% | 51,704 | $4.2M |
| Arizona State Retirement System | 0.03% | Reduce -2.8% | 49,762 | $4.1M |
| Capital Fund Management S.A. | 0.05% | Add +215.2% | 49,760 | $4.1M |
| Anchor Investment Management, LLC | 0.38% | No change | 49,403 | $4.0M |
| Point72 Europe (London) LLP | 0.28% | New | 49,400 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -9.8% | 49,083 | $4.0M |
| Lighthouse Investment Partners, LLC | 0.18% | Reduce -67.9% | 48,370 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +84.2% | 48,229 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.2% | 47,315 | $3.9M |
| Deutsche Bank AG | 0.00% | Reduce -83.7% | 46,853 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -1.3% | 46,000 | $3.7M |
| Bank of Montreal | 0.00% | Add +0.7% | 45,982 | $3.7M |
| Handelsbanken Fonder AB | 0.02% | No change | 45,207 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.1% | 44,733 | $3.6M |
| Ritholtz Wealth Management | 0.10% | Add +23.4% | 42,167 | $3.4M |
| Kendall Capital Management | 1.00% | Reduce -1.7% | 41,795 | $3.4M |
| Cinctive Capital Management LP | 0.27% | New | 41,098 | $3.3M |
| Jane Street Group, LLC | 0.01% | Reduce -55.3% | 40,868 | $3.3M |
| Hancock Whitney Corp. | 0.11% | Add +26.6% | 40,763 | $3.3M |
| Graham Capital Management, L.P. | 0.15% | Add +74.5% | 40,697 | $3.3M |
| Credit Agricole S A | 0.01% | No change | 40,438 | $3.3M |
| CoreCap Advisors, LLC | 0.14% | Reduce -3.6% | 40,223 | $3.3M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -0.5% | 40,047 | $3.3M |
| DGS Capital Management, LLC | 0.86% | Add +5.9% | 39,898 | $3.3M |
| STRS Ohio | 0.01% | Reduce -19.3% | 39,546 | $3.2M |
| State of Michigan Retirement System | 0.02% | Reduce -1.3% | 39,300 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +5.9% | 39,277 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Reduce -0.2% | 39,162 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 39,141 | $3.2M |
| Gotham Asset Management | 0.03% | Add +80.5% | 38,581 | $3.1M |
| Advisory Services Network, LLC | 0.06% | Add +16.3% | 38,480 | $3.1M |
| Sculati Wealth Management, LLC | 1.25% | Reduce -2.8% | 37,807 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +12.7% | 37,580 | $3.1M |
| Triasima Portfolio Management inc. | 0.60% | New | 37,485 | $3.1M |
| Larson Financial Group LLC | 0.14% | Add +743860.0% | 37,198 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -2.2% | 36,533 | $3.0M |
| Danske Bank A/S | 0.01% | Add +1.3% | 36,262 | $3.0M |
| Natixis Advisors, LLC | 0.01% | Add +21.0% | 36,247 | $3.0M |
| Twinbeech Capital LP | 0.05% | New | 36,012 | $2.9M |
| Agf Management Ltd. | 0.02% | Add +4.2% | 35,529 | $2.9M |
| Naples Global Advisors, LLC | 0.28% | Reduce -1.5% | 35,527 | $2.9M |
| apricus wealth, LLC | 1.71% | Reduce -44.6% | 35,300 | $2.9M |
| Great Diamond Partners, LLC | 0.79% | Reduce -1.1% | 35,293 | $2.9M |
| Edgestream Partners, L.P. | 0.10% | Reduce -73.5% | 34,955 | $2.8M |
| New Mexico Educational Retirement Board | 0.10% | No change | 34,843 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.5% | 34,243 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -0.9% | 33,908 | $2.8M |
| Bokf, NA | 0.05% | Reduce -18.3% | 33,323 | $2.7M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +7.1% | 33,223 | $2.7M |
| Engineers Gate Manager LP | 0.04% | New | 32,560 | $2.7M |
| Aviance Capital Partners, LLC | 0.37% | Reduce -22.3% | 32,136 | $2.6M |
| Mubadala Investment Co PJSC | 0.01% | Reduce -4.8% | 32,101 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +58.0% | 31,401 | $2.6M |
| Strategic Global Advisors, LLC | 0.51% | Reduce -3.0% | 31,374 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +7.8% | 30,821 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Add +1.6% | 30,622 | $2.5M |
| Artemis Investment Management LLP | 0.04% | Reduce -86.5% | 30,393 | $2.5M |
| Vident Advisory, LLC | 0.04% | Add +14.3% | 29,611 | $2.4M |
| Cibc World Market Inc. | 0.01% | Reduce -14.8% | 29,286 | $2.4M |
| Waterfront Wealth Inc. | 0.58% | Reduce -0.3% | 29,192 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 29,119 | $2.4M |
| Total Wealth Planning & Management, Inc. | 2.43% | Reduce -3.0% | 29,064 | $2.4M |
| Natixis | 0.01% | New | 29,328 | $2.4M |
| NJ State Employees Deferred Compensation Plan | 0.29% | No change | 28,000 | $2.3M |
| Family Manage LLC | 0.37% | New | 27,706 | $2.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.2% | 26,342 | $2.1M |
| Sterling Capital Management LLC | 0.03% | Reduce -4.9% | 26,111 | $2.1M |
| Weaver C. Barksdale & Associates, Inc. | 2.02% | Reduce -2.3% | 25,871 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -63.4% | 25,860 | $2.1M |
| Qsemble Capital Management, LP | 0.22% | New | 25,446 | $2.1M |
| Harvest Fund Management Co., Ltd | 0.10% | Add +101.1% | 26,517 | $2.0M |
| Townsquare Capital LLC | 0.02% | Add +89.2% | 24,781 | $2.0M |
| Dorsey Wright & Associates | 0.51% | New | 24,495 | $2.0M |
| Investors Research Corp | 0.43% | No change | 24,376 | $2.0M |
| VestGen Advisors, LLC | 0.09% | — | 24,151 | $2.0M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -70.3% | 24,134 | $2.0M |
| Bank of Nova Scotia | 0.00% | Reduce -77.3% | 23,551 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Reduce -5.6% | 23,537 | $1.9M |
| Convergence Investment Partners, LLC | 0.52% | Add +31.1% | 23,257 | $1.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -18.6% | 22,669 | $1.8M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -61.1% | 22,166 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.04% | New | 21,206 | $1.7M |
| Xponance LLC | 0.02% | Reduce -7.2% | 20,965 | $1.7M |
| Ascent Group, LLC | 0.07% | Add +7.1% | 20,955 | $1.7M |
| Oak Thistle LLC | 0.34% | Add +7.3% | 20,883 | $1.7M |
| Abacus Planning Group, Inc. | 0.29% | Reduce -0.4% | 20,147 | $1.6M |
| 111 Capital | 0.32% | Add +569.1% | 20,047 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +26.2% | 19,993 | $1.6M |
| Ethic Inc. | 0.03% | Reduce -13.6% | 19,455 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +4.4% | 19,532 | $1.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.6% | 19,476 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.23% | Add +70.5% | 19,438 | $1.6M |
| Diversified Trust Co. | 0.04% | Add +0.1% | 19,270 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.5% | 19,252 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -1.5% | 19,069 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +42.9% | 19,063 | $1.6M |
| Klein Pavlis & Peasley Financial, Inc. | 1.10% | New | 18,700 | $1.5M |
| Signaturefd, LLC | 0.03% | Reduce -0.1% | 18,819 | $1.5M |
| Northwest & Ethical Investments L.P. | 0.04% | Add +546.0% | 18,734 | $1.5M |
| Atlas Capital Advisors Inc. | 0.18% | Add +13.7% | 18,041 | $1.5M |
| Keynote Financial Services LLC | 1.05% | Reduce -0.5% | 17,876 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -2.3% | 17,659 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 17,588 | $1.4M |
| Asset Management One Co., Ltd. | 0.00% | Add +88.4% | 17,302 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.8% | 17,154 | $1.4M |
| Virtu Financial LLC | 0.07% | New | 16,392 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.4% | 16,278 | $1.3M |
| Counterpoint Mutual Funds LLC | 0.19% | Add +9.4% | 16,272 | $1.3M |
| Redwood Investment Management, LLC | 0.14% | Reduce -17.6% | 16,060 | $1.3M |
| Neumann Capital Management, LLC | 0.45% | Reduce -0.6% | 15,898 | $1.3M |
| Ieq Capital, LLC | 0.01% | Reduce -21.2% | 15,764 | $1.3M |
| Lifestyle Asset Management, Inc. | 0.70% | Reduce -17.6% | 15,578 | $1.3M |
| Nilsine Partners, LLC | 0.14% | New | 15,396 | $1.3M |
| Walleye Capital LLC | 0.02% | Add +43.3% | 15,154 | $1.2M |
| XML Financial, LLC | 0.11% | Reduce -0.7% | 14,805 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +15.1% | 14,774 | $1.2M |
| Advisory Research Inc. | 0.21% | Add +0.3% | 14,661 | $1.2M |
| Shell Asset Management Co. | 0.06% | Reduce -6.2% | 14,553 | $1.2M |
| Moran Wealth Management, LLC | 0.04% | Reduce -11.2% | 14,442 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.10% | Reduce -15.6% | 14,428 | $1.2M |
| Brevan Howard Capital Management LP | 0.03% | Add +18.9% | 14,300 | $1.2M |
| Cwm, LLC | 0.00% | Add +1.4% | 14,209 | $1.2M |
| Westover Capital Advisors, LLC | 0.25% | Reduce -3.3% | 14,042 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -16.5% | 13,812 | $1.1M |
| Commerce Bank | 0.01% | Reduce -6.8% | 13,692 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +10.2% | 13,659 | $1.1M |
| Patten & Patten Inc. | 0.07% | Reduce -1.1% | 13,202 | $1.1M |
| Bailard, Inc. | 0.03% | New | 13,196 | $1.1M |
| BOS Asset Management, LLC | 0.37% | No change | 13,033 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -18.1% | 12,980 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Add +2.3% | 12,833 | $1.0M |
| FORA Capital, LLC | 0.11% | Reduce -68.5% | 12,817 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +2.7% | 12,812 | $1.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -2.9% | 12,517 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.7% | 12,479 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.1% | 12,467 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -8.1% | 12,467 | $1.0M |
| Hillsdale Investment Management Inc. | 0.05% | Reduce -6.0% | 12,450 | $1.0M |
| Affinity Investment Advisors, LLC | 0.80% | Reduce -6.7% | 12,098 | $986K |
| Caxton Associates LLP | 0.03% | — | 12,074 | $984K |
| Merit Financial Group, LLC | 0.01% | Add +168.5% | 12,070 | $983K |
| Old National Bancorp | 0.03% | Reduce -0.7% | 11,734 | $956K |
| M&T Bank Corp | 0.00% | Reduce -3.0% | 11,723 | $954K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -3.9% | 11,482 | $935K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.3% | 11,334 | $923K |
| Wedmont Private Capital | 0.05% | Add +9.1% | 12,221 | $920K |
| Signet Financial Management, LLC | 0.12% | Reduce -6.3% | 11,290 | $920K |
| Savant Capital, LLC | 0.01% | Reduce -75.8% | 11,238 | $915K |
| HM Payson & Co. | 0.02% | Add +2.1% | 11,147 | $908K |
| Dumont & Blake Investment Advisors LLC | 0.25% | Reduce -0.7% | 11,110 | $905K |
| Tounjian Advisory Partners, LLC | 0.17% | — | 11,018 | $897K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.6% | 10,891 | $887K |
| Greenleaf Trust | 0.01% | Reduce -2.2% | 10,879 | $886K |
| Summit Trail Advisors, LLC | 0.03% | Add +34.2% | 10,861 | $885K |
| United Services Automobile Association | 0.03% | No change | 10,707 | $857K |
| Boxwood Ventures, Inc. | 1.21% | No change | 10,412 | $848K |
| Versor Investments LP | 0.14% | New | 10,386 | $846K |
| Nomura Holdings Inc. | 0.00% | Reduce -80.4% | 10,235 | $834K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -50.9% | 10,163 | $828K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -27.9% | 9,963 | $812K |
| SG Americas Securities, LLC | 0.00% | Add +19.7% | 9,928 | $809K |
| Norden Group LLC | 0.09% | New | 9,893 | $806K |
| Carret Asset Management, LLC | 0.09% | No change | 9,832 | $801K |
| Callan Capital, LLC | 0.06% | Add +8.5% | 9,831 | $801K |
| Verition Fund Management LLC | 0.00% | Add +85.8% | 9,830 | $801K |
| Scientech Research LLC | 0.21% | Add +53.4% | 9,801 | $798K |
| Utah Retirement Systems | 0.01% | Reduce -1.7% | 9,731 | $793K |
| Measured Wealth Private Client Group, LLC | 0.25% | Add +32.9% | 9,668 | $788K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.2% | 9,557 | $779K |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 9,533 | $777K |
| AIA Group Ltd | 0.02% | Reduce -5.2% | 9,518 | $775K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.1% | 9,511 | $775K |
| Benjamin Edwards Inc. | 0.01% | Add +5.7% | 9,478 | $772K |
| L2 Asset Management, LLC | 0.16% | New | 9,338 | $761K |
| CSS LLC | 0.15% | Add +88.0% | 9,299 | $757K |
| Old Port Advisors | 0.22% | Reduce -0.6% | 9,200 | $749K |
| D.A. Davidson & Co. | 0.01% | Reduce -54.2% | 9,007 | $734K |
| Pitcairn Co. | 0.04% | Reduce -2.3% | 8,990 | $732K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -32.6% | 8,947 | $729K |
| GAMMA Investing LLC | 0.05% | Add +11.9% | 8,834 | $720K |
| Mutual Advisors, LLC | 0.02% | Reduce -15.6% | 9,148 | $718K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -11.0% | 8,750 | $713K |
| Erste Asset Management GmbH | 0.01% | No change | 8,900 | $712K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -0.8% | 8,738 | $712K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +69.2% | 8,569 | $698K |
| HB Wealth Management, LLC | 0.01% | Add +44.5% | 8,565 | $698K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -17.0% | 8,486 | $691K |
| &partners | 0.01% | Reduce -2.1% | 8,401 | $676K |
| DMC Group, LLC | 0.55% | Add +16.5% | 8,275 | $674K |
| Prospera Financial Services Inc | 0.01% | New | 8,033 | $654K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,929 | $646K |
| Hamilton Capital Partners Inc. | 0.04% | Reduce -2.8% | 7,886 | $642K |
| Cadence Bank | 0.05% | Reduce -2.0% | 7,865 | $641K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -17.5% | 7,832 | $638K |
| Campion Asset Management | 0.49% | Reduce -6.0% | 7,800 | $635K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.6% | 7,767 | $633K |
| My Legacy Advisors, LLC | 0.24% | Add +4.1% | 7,706 | $628K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -0.9% | 7,685 | $615K |
| State of Wyoming | 0.08% | Reduce -33.6% | 7,353 | $599K |
| Belpointe Asset Management LLC | 0.03% | Reduce -20.4% | 7,281 | $593K |
| Kingsman Wealth Management, Inc. | 0.43% | — | 7,150 | $582K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -91.5% | 7,087 | $577K |
| GTS Securities LLC | 0.02% | New | 7,045 | $574K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.8% | 7,026 | $572K |
| KBC Group NV | 0.00% | Reduce -87.0% | 6,941 | $565K |
| NorthRock Partners, LLC | 0.02% | Reduce -6.5% | 6,807 | $554K |
| Aster Capital Management (DIFC) Ltd | 0.10% | Add +43.6% | 6,715 | $553K |
| Bessemer Group Inc. | 0.00% | Add +3.2% | 6,744 | $549K |
| Magnetar Financial LLC | 0.01% | New | 6,738 | $549K |
| First Citizens Bank & Trust Co. | 0.01% | Add +14.4% | 6,716 | $547K |
| Choreo, LLC | 0.01% | Reduce -17.9% | 6,614 | $539K |
| Patten Group, Inc. | 0.12% | No change | 6,480 | $528K |
| Quent Capital, LLC | 0.06% | No change | 6,442 | $525K |
| Virtus Advisers, LLC | 0.34% | New | 6,354 | $518K |
| Prossimo Advisors, LLC | 0.39% | Add +5.5% | 6,338 | $516K |
| Great Lakes Advisors, LLC | 0.00% | Add +22.9% | 6,331 | $516K |
| Cresset Asset Management, LLC | 0.00% | Reduce -20.6% | 6,329 | $516K |
| Regions Financial Corp. | 0.00% | No change | 6,328 | $515K |
| Advisors Capital Management, LLC | 0.01% | Add +2.2% | 6,308 | $514K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 6,296 | $513K |
| J. W. Coons Advisors, LLC | 0.14% | Add +0.5% | 6,289 | $512K |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.5% | 6,273 | $511K |
| Centiva Capital, LP | 0.03% | New | 6,261 | $510K |
| Roof Eidam Maycock Peralta, LLC | 0.13% | Add +120.5% | 6,240 | $508K |
| Burns Matteson Capital Management, LLC | 0.27% | New | 6,165 | $502K |
| Wedbush Securities Inc. | 0.02% | Add +14.4% | 6,117 | $498K |
| Ballentine Partners, LLC | 0.01% | Reduce -11.9% | 6,070 | $494K |
| Quadrant Capital Group LLC | 0.02% | Add +45.8% | 6,069 | $494K |
| MBM Wealth Consultants, LLC | 0.15% | Add +8.4% | 6,064 | $494K |
| Shelton Capital Management | 0.01% | Reduce -6.5% | 6,033 | $491K |
| Wealthstar Advisors, LLC | 0.22% | New | 6,027 | $491K |
| Csenge Advisory Group | 0.03% | Reduce -0.3% | 6,464 | $490K |
| IHT Wealth Management, LLC | 0.02% | Add +1.0% | 5,995 | $488K |
| CIBC Asset Management Inc | 0.00% | Add +2.7% | 5,993 | $488K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.24% | Reduce -4.6% | 5,926 | $483K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -10.7% | 5,919 | $482K |
| Plancorp, LLC | 0.02% | New | 5,910 | $481K |
| Brooklyn Investment Group | 0.10% | Reduce -2.8% | 5,892 | $480K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $478K |
| Lido Advisors, LLC | 0.00% | Add +10.1% | 5,847 | $476K |
| Aries Wealth Management | 0.13% | No change | 5,846 | $476K |
| Lion Street Advisors, LLC | 0.15% | No change | 5,751 | $468K |
| Compound Planning, Inc. | 0.02% | Add +27.1% | 5,749 | $468K |
| Advisors Asset Management, Inc. | 0.01% | Add +18.3% | 5,729 | $467K |
| Chicago Partners Investment Group LLC | 0.02% | Add +7.3% | 5,780 | $465K |
| Pacer Advisors, Inc. | 0.00% | Reduce -77.2% | 5,710 | $465K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 5,704 | $465K |
| Brown Advisory Inc. | 0.00% | Reduce -5.9% | 5,692 | $464K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 5,670 | $462K |
| TD Capital Management LLC | 0.05% | New | 5,657 | $461K |
| Caitlin John, LLC | 0.45% | Reduce -18.1% | 5,640 | $459K |
| Genus Capital Management Inc. | 0.07% | — | 5,595 | $456K |
| Longfellow Investment Management Co. LLC | 0.11% | New | 5,576 | $454K |
| Point72 (DIFC) Ltd | 0.04% | New | 5,543 | $452K |
| Cambria Investment Management, L.P. | 0.03% | New | 5,514 | $449K |
| Net Worth Advisory Group | 0.14% | Add +2.1% | 5,483 | $447K |
| Means Investment Co., Inc. | 0.05% | Reduce -18.9% | 5,462 | $445K |
| Sharpepoint LLC | 0.38% | No change | 5,501 | $436K |
| Flossbach Von Storch SE | 0.00% | New | 5,325 | $434K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.6% | 5,316 | $433K |
| Paragon Capital Management Ltd | 0.09% | Add +0.5% | 5,238 | $427K |
| Focus Partners Wealth | 0.00% | Add +1.1% | 5,230 | $426K |
| Brooks, Moore & Associates, Inc. | 0.24% | No change | 5,198 | $423K |
| Pallas Capital Advisors LLC | 0.02% | Add +14.8% | 5,151 | $420K |
| Lane & Associates LLC | 0.22% | Reduce -2.5% | 5,013 | $408K |
| Blair William & Co. | 0.00% | Reduce -5.0% | 5,008 | $408K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -62.0% | 5,003 | $408K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.0% | 4,990 | $407K |
| Obsidian Cio, LLC | 0.07% | Add +0.5% | 4,982 | $406K |
| National Bank of Canada | 0.00% | Reduce -94.9% | 4,978 | $405K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -0.3% | 4,965 | $404K |
| SummitTX Capital, L.P. | 0.02% | — | 4,959 | $404K |
| AlTi Global, Inc. | 0.01% | Add +0.2% | 4,916 | $400K |
| Seeds Investor LLC | 0.11% | Add +11.7% | 4,911 | $400K |
| StoneX Group Inc. | 0.02% | Reduce -2.5% | 4,869 | $397K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.7% | 4,838 | $394K |
| SageView Advisory Group, LLC | 0.02% | Add +7.6% | 4,777 | $389K |
| Simplex Trading, LLC | 0.01% | Reduce -60.9% | 4,732 | $385K |
| Portland Global Advisors LLC | 0.05% | No change | 4,723 | $385K |
| Atria Investments, Inc | 0.00% | Reduce -4.8% | 4,722 | $385K |
| Mather Group, Llc. | 0.00% | Reduce -5.7% | 4,721 | $385K |
| Callan Family Office, LLC | 0.03% | Add +14.4% | 4,704 | $383K |
| Centennial Wealth Advisory LLC | 0.14% | New | 4,694 | $382K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,670 | $380K |
| FourThought Financial Partners, LLC | 0.04% | No change | 4,667 | $380K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,670 | $380K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.4% | 4,658 | $379K |
| Applied Finance Capital Management, LLC | 0.03% | Add +1.6% | 4,609 | $375K |
| Coastline Trust Co | 0.05% | No change | 4,470 | $364K |
| Newport Capital Group, LLC | 0.26% | Add +0.5% | 4,444 | $362K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -0.7% | 4,436 | $361K |
| Alps Advisors Inc. | 0.00% | Reduce -30.7% | 4,399 | $358K |
| NDVR, Inc. | 0.36% | Reduce -3.7% | 4,381 | $357K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 4,373 | $356K |
| Fox Run Management, L.L.C. | 0.06% | New | 4,359 | $355K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $352K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 4,309 | $351K |
| Beacon Financial Group | 0.04% | Reduce -1.4% | 4,277 | $348K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -39.7% | 4,247 | $346K |
| Wetzel Investment Advisors, Inc. | 0.17% | Reduce -26.4% | 4,190 | $341K |
| Smartleaf Asset Management LLC | 0.03% | Add +67.2% | 4,248 | $340K |
| Baron Wealth Management LLC | 0.15% | New | 4,092 | $333K |
| Sherbrooke Park Advisers LLC | 0.16% | New | 4,087 | $333K |
| Clarius Group, LLC | 0.02% | Reduce -47.8% | 4,041 | $329K |
| Schulhoff & Co. Inc. | 0.14% | No change | 4,000 | $326K |
| Arnhold LLC | 0.03% | No change | 4,000 | $326K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -4.0% | 3,937 | $321K |
| Paulson Wealth Management Inc. | 0.09% | Add +2.3% | 3,911 | $319K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.4% | 3,899 | $318K |
| UMB Bank, n.a. | 0.01% | Reduce -5.8% | 3,848 | $313K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +28.3% | 3,802 | $310K |
| Eastern Bank | 0.01% | No change | 3,802 | $310K |
| Gardner Russo & Quinn | 0.00% | No change | 3,800 | $310K |
| Moors & Cabot, Inc. | 0.02% | No change | 3,791 | $309K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -35.8% | 3,735 | $304K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,656 | $298K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.0% | 3,613 | $294K |
| Welch & Forbes LLC | 0.00% | No change | 3,587 | $292K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.3% | 3,570 | $291K |
| Fifth Third Bancorp | 0.00% | Add +4.0% | 3,558 | $290K |
| Profund Advisors LLC | 0.01% | Reduce -7.4% | 3,556 | $290K |
| Spinnaker Trust | 0.02% | Reduce -3.8% | 3,515 | $286K |
| Sigma Planning Corp | 0.01% | Reduce -18.3% | 3,509 | $286K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.2% | 3,500 | $285K |
| Jump Financial, LLC | 0.00% | Reduce -84.1% | 3,500 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Add +15.8% | 3,500 | $285K |
| denkapparat Operations GmbH | 0.30% | New | 3,490 | $284K |
| Farther Finance Advisors, LLC | 0.01% | Add +33.0% | 3,455 | $283K |
| Hanson & Doremus Investment Management | 0.04% | No change | 3,480 | $283K |
| Sage Rhino Capital LLC | 0.07% | Reduce -1.8% | 3,473 | $283K |
| Challenger Wealth Management | 0.22% | Reduce -1.6% | 3,472 | $283K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.9% | 3,445 | $281K |
| Montag A & Associates Inc. | 0.01% | No change | 3,410 | $278K |
| Blue Trust, Inc. | 0.00% | Reduce -6.5% | 3,381 | $275K |
| Capital Square, LLC | 0.16% | Add +0.0% | 3,328 | $271K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.5% | 3,319 | $270K |
| Elyxium Wealth, LLC | 0.12% | New | 3,305 | $269K |
| Brighton Jones LLC | 0.01% | Reduce -2.9% | 3,286 | $268K |
| Wellington Management Group LLP | 0.00% | No change | 3,282 | $267K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 3,270 | $266K |
| Gsa Capital Partners LLP | 0.02% | New | 3,268 | $266K |
| Jacobi Capital Management LLC | 0.02% | No change | 3,261 | $266K |
| Petra Financial Advisors Inc. | 0.22% | New | 3,252 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,247 | $265K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 3,227 | $263K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +7.8% | 3,213 | $262K |
| Brookstone Capital Management | 0.00% | Reduce -7.6% | 3,170 | $258K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -1.0% | 3,156 | $257K |
| Jones Financial Companies LLLP | 0.00% | Add +40.8% | 3,180 | $254K |
| International Private Wealth Advisors LLC | 0.24% | New | 3,099 | $252K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.5% | 3,580 | $252K |
| Ariadne Wealth Management, LP | 0.13% | Reduce -4.9% | 3,106 | $251K |
| Financial Counselors Inc. | 0.00% | Reduce -7.0% | 3,054 | $249K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.2% | 3,055 | $249K |
| Aaron Wealth Advisors LLC | 0.03% | New | 3,012 | $245K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.6% | 3,010 | $245K |
| KKM Financial LLC | 0.10% | No change | 3,000 | $244K |
| Bank & Trust Co | 0.20% | No change | 2,989 | $243K |
| PFG Investments, LLC | 0.02% | No change | 2,964 | $241K |
| GWN Securities Inc. | 0.01% | New | 2,960 | $241K |
| Fidelis Capital Partners, LLC | 0.03% | Add +0.2% | 3,072 | $241K |
| Sterling Investment Counsel, LLC | 0.08% | New | 2,944 | $240K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.6% | 2,937 | $239K |
| Sage Capital Management, LLC | 0.13% | Add +0.6% | 2,937 | $239K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -10.2% | 2,920 | $238K |
| SVB Wealth LLC | 0.01% | Add +2.8% | 2,867 | $234K |
| Choate Investment Advisors | 0.01% | New | 2,821 | $230K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,820 | $230K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -26.6% | 2,817 | $229K |
| MJP Associates Inc. | 0.04% | Add +1.9% | 2,801 | $228K |
| Advisor OS, LLC | 0.03% | Add +1.9% | 2,801 | $228K |
| Leigh Baldwin & Co., LLC | 0.18% | Reduce -5.9% | 2,795 | $228K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,789 | $227K |
| Private Trust Co. NA | 0.02% | Add +7.3% | 2,757 | $225K |
| West Branch Capital LLC | 0.07% | No change | 2,709 | $221K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,677 | $218K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,655 | $216K |
| AlphaQuest LLC | 0.02% | Reduce -60.1% | 2,605 | $212K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,664 | $211K |
| Carl P. Sherr & Co., LLC | 0.11% | New | 2,560 | $209K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.3% | 2,556 | $208K |
| Proficio Capital Partners LLC | 0.02% | New | 2,545 | $207K |
| Versant Capital Management, Inc | 0.03% | Add +231.6% | 2,540 | $207K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,539 | $207K |
| Arax Advisory Partners | 0.01% | Reduce -12.7% | 2,536 | $207K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -48.3% | 2,731 | $206K |
| Beaton Management Co. Inc. | 0.11% | New | 2,500 | $204K |
| Astoria Portfolio Advisors LLC. | 0.07% | New | 2,591 | $204K |
| Skyline Advisors, Inc. | 0.08% | New | 2,500 | $204K |
| Kathmere Capital Management, LLC | 0.02% | New | 2,496 | $203K |
| Retirement Guys Formula LLC | 0.10% | New | 2,495 | $203K |
| Modern Wealth Management, LLC | 0.01% | New | 2,494 | $203K |
| Simon Quick Advisors, LLC | 0.01% | New | 2,486 | $203K |
| Ossiam | 0.00% | Reduce -22.8% | 2,441 | $199K |
| Continuum Advisory, LLC | 0.02% | Reduce -1.5% | 2,348 | $191K |
| Curat Global, LLC | 0.22% | — | 2,195 | $179K |
| Allworth Financial LP | 0.00% | Add +0.4% | 2,228 | $177K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -21.2% | 2,080 | $169K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.3% | 2,064 | $168K |
| MAI Capital Management | 0.00% | Reduce -0.7% | 1,956 | $159K |
| New England Capital Financial Advisors LLC | 0.08% | No change | 1,904 | $155K |
| Quarry LP | 0.04% | Reduce -33.5% | 1,894 | $154K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.3% | 1,776 | $146K |
| Proffitt & Goodson Inc. | 0.02% | No change | 1,786 | $145K |
| Richardson Financial Services Inc. | 0.11% | Add +1.2% | 1,720 | $140K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -91.5% | 1,700 | $138K |
| Addison Advisors LLC | 0.04% | Reduce -1.2% | 1,591 | $130K |
| Capital Analysts, LLC | 0.00% | No change | 1,476 | $120K |
| Covestor Ltd | 0.08% | Reduce -26.7% | 1,427 | $117K |
| Principal Securities, Inc. | 0.00% | No change | 1,553 | $113K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +60.3% | 1,282 | $104K |
| IFP Advisors, Inc | 0.00% | Reduce -1.9% | 1,211 | $99K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,172 | $95K |
| Parkside Financial Bank & Trust | 0.01% | Add +27.6% | 1,106 | $90K |
| CVA Family Office, LLC | 0.01% | Add +0.6% | 1,097 | $89K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,082 | $88K |
| Hoey Investments, Inc. | 0.02% | No change | 1,050 | $86K |
| Manchester Capital Management LLC | 0.01% | Add +95.5% | 1,030 | $84K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -18.6% | 1,010 | $82K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 1,000 | $81K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $81K |
| WPG Advisers, LLC | 0.07% | Add +6.2% | 963 | $78K |
| V-Square Quantitative Management LLC | 0.01% | No change | 958 | $78K |
| Lindbrook Capital, LLC | 0.01% | No change | 931 | $76K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.8% | 904 | $74K |
| William B. Walkup & Associates, Inc. | 0.04% | No change | 855 | $70K |
| Point72 Hong Kong Ltd | 0.00% | Reduce -93.5% | 823 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1289.7% | 806 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.7% | 784 | $64K |
| Arlington Trust Co LLC | 0.01% | No change | 774 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.9% | 719 | $59K |
| MCF Advisors LLC | 0.00% | Reduce -7.7% | 705 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 679 | $55K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 644 | $52K |
| Millstone Evans Group, LLC | 0.03% | No change | 620 | $51K |
| Wayfinding Financial, LLC | 0.02% | New | 604 | $49K |
| Founders Capital Management | 0.03% | No change | 600 | $49K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 573 | $47K |
| Rossby Financial, LCC | 0.02% | New | 580 | $46K |
| McIlrath & Eck, LLC | 0.01% | No change | 555 | $45K |
| Trust Co. of Vermont | 0.00% | Reduce -8.8% | 521 | $42K |
| Nalls Sherbakoff Group, LLC | 0.03% | — | 500 | $41K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $41K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +196.9% | 478 | $39K |
| Hemington Wealth Management | 0.01% | Add +23.2% | 467 | $38K |
| N.E.W. Advisory Services LLC | 0.00% | New | 427 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.5% | 424 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 424 | $35K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 423 | $34K |
| Aviso Financial Inc. | 0.00% | No change | 406 | $33K |
| Huntington National Bank | 0.00% | Reduce -26.9% | 400 | $33K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -19.7% | 396 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 396 | $32K |
| Heritage Wealth Advisors | 0.00% | Reduce -4.4% | 387 | $32K |
| True Wealth Design, LLC | 0.01% | Add +28.5% | 383 | $31K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | New | 373 | $30K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 370 | $30K |
| WealthCollab, LLC | 0.02% | No change | 370 | $30K |
| Optiver Holding B.V. | 0.00% | New | 333 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 325 | $26K |
| TD Private Client Wealth LLC | 0.00% | Add +2.2% | 324 | $26K |
| Rise Advisors, LLC | 0.01% | Reduce -19.3% | 322 | $26K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.9% | 316 | $26K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -83.6% | 50 | $25K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -5.3% | 304 | $25K |
| Northwest Capital Management Inc | 0.01% | No change | 290 | $24K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 277 | $23K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 237 | $19K |
| Coston, McIsaac & Partners | 0.01% | No change | 224 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.5% | 215 | $18K |
| Rothschild Investment LLC | 0.00% | Add +2.4% | 214 | $17K |
| Atwood & Palmer Inc. | 0.00% | New | 200 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 196 | $16K |
| Binnacle Investments Inc | 0.01% | — | 194 | $16K |
| Whittier Trust Co. | 0.00% | Reduce -39.0% | 188 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 179 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -16.3% | 170 | $14K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 150 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -59.4% | 138 | $11K |
| Newton One Investments LLC | 0.00% | No change | 135 | $11K |
| Grove Bank & Trust | 0.00% | Add +272.2% | 134 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Add +26.0% | 131 | $11K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 139 | $11K |
| Horizon Investments, LLC | 0.00% | Add +12.4% | 127 | $10K |
| Atala Financial Inc | 0.01% | No change | 124 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +77.1% | 124 | $10K |
| Greenline Partners, LLC | 0.00% | New | 118 | $10K |
| Clearstead Trust, LLC | 0.00% | New | 116 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 111 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -89.1% | 107 | $9K |
| Pingora Partners LLC | 0.01% | No change | 100 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 101 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 79 | $6K |
| Raiffeisen Bank International AG | 0.00% | No change | 78 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 75 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +41.5% | 75 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $6K |
| NFSG Corp | 0.00% | Add +34.0% | 67 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| High Note Wealth, LLC | 0.00% | Add +55.0% | 62 | $5K |
| Sachetta, LLC | 0.00% | Reduce -3.2% | 61 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 60 | $5K |
| LRI Investments, LLC | 0.00% | No change | 58 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 57 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 53 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -19.4% | 50 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 47 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 47 | $4K |
| SouthState Bank Corp | 0.00% | New | 44 | $4K |
| Global Financial Private Client, LLC | 0.00% | Add +266.7% | 44 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 42 | $3K |
| Spire Wealth Management | 0.00% | No change | 42 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -5.0% | 38 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 35 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +350.0% | 27 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 21 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $1K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 15 | $1K |
| Garde Capital, Inc. | 0.00% | New | 15 | $1K |
| Avion Wealth | 0.00% | No change | 24 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 12 | $978 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $905 |
| Bare Financial Services, Inc | 0.00% | New | 11 | $896 |
| Principia Wealth Advisory, LLC | 0.00% | Add +10.0% | 11 | $846 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 10 | $815 |
| Hughes Financial Services, LLC | 0.00% | New | 9 | $738 |
| Cromwell Holdings LLC | 0.00% | New | 9 | $733 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 8 | $652 |
| HFM Investment Advisors, LLC | 0.00% | — | 7 | $571 |
| Highline Wealth Partners LLC | 0.00% | New | 6 | $489 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 6 | $488 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $472 |
| ROSS\JOHNSON & Associates LLC | 0.01% | New | 5 | $407 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $245 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $245 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $163 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $82 |
| Activest Wealth Management | 0.00% | No change | 1 | $81 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.