Unum GroupUNM
13F holders, Q2 2025 (June 30)735holders +9
72new positions
66sold out
9famous investors
$80.77avg. 13F price*
At the end of Q2 2025, 735 institutions reported holding Unum Group (UNM) in their 13F filings, up 9 from Q1 2025. 72 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.5B) and Norges Bank ($1.1B). 9 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $133.2M |
| Exits | 66 | $206.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,001,672 shares bought and 13,287,321 shares sold, net −3,285,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 735 holders
| Vanguard Group Inc. | 0.03% | Reduce -5.3% | 19,141,385 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +3.5% | 18,284,881 | $1.5B |
| Norges Bank | 0.14% | Add +5.6% | 13,785,948 | $1.1B |
| FMR LLC | 0.03% | Reduce -9.1% | 6,704,051 | $541.4M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -2.1% | 5,693,470 | $459.8M |
| State Street Corp. | 0.02% | Reduce -3.6% | 5,688,208 | $459.4M |
| First Trust Advisors LP | 0.36% | Reduce -5.3% | 5,511,842 | $445.1M |
| Morgan Stanley | 0.02% | Add +12.6% | 3,872,619 | $312.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -16.1% | 3,598,479 | $290.6M |
| Geode Capital Management, LLC | 0.02% | Add +7.0% | 3,341,589 | $271.9M |
| LSV Asset Management | 0.52% | Add +0.0% | 2,741,334 | $221.4M |
| Victory Capital Management Inc. | 0.12% | Add +33.0% | 2,201,260 | $177.8M |
| Invesco Ltd. | 0.03% | Reduce -4.8% | 2,168,331 | $175.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.6% | 1,843,795 | $148.9M |
| Northern Trust Corp. | 0.02% | Reduce -3.4% | 1,817,888 | $146.8M |
| Donald Smith & Co., Inc. | 3.43% | Reduce -6.8% | 1,805,966 | $145.8M |
| AQR Capital Management | 0.12% | Reduce -19.5% | 1,731,605 | $139.8M |
| Allianz Asset Management GmbH | 0.17% | Add +11.5% | 1,537,189 | $124.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.7% | 1,524,301 | $123.1M |
| Royal Bank of Canada | 0.02% | Add +6.3% | 1,505,898 | $121.6M |
| Nordea Investment Management AB | 0.11% | Add +3.6% | 1,482,096 | $119.2M |
| UBS Group AG | 0.02% | Add +66.4% | 1,223,278 | $98.8M |
| Woodline Partners LP | 0.48% | Add +52.3% | 1,126,763 | $91.0M |
| Nuveen, LLC | 0.03% | Reduce -1.7% | 1,126,150 | $90.9M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +18.4% | 1,125,000 | $90.9M |
| Millennium Management | 0.08% | Add +64.9% | 1,055,563 | $85.2M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -32.0% | 1,015,921 | $82.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +25.9% | 939,169 | $75.8M |
| Neuberger Berman Group LLC | 0.05% | Add +66.4% | 760,765 | $61.4M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -24.0% | 718,190 | $58.9M |
| Franklin Resources Inc. | 0.02% | Reduce -5.4% | 729,635 | $58.9M |
| California Public Employees Retirement System | 0.04% | Reduce -13.1% | 728,023 | $58.8M |
| Ensign Peak Advisors, Inc | 0.10% | Add +762.9% | 712,206 | $57.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 697,013 | $56.3M |
| Zurich Insurance Group Ltd | 0.42% | Reduce -29.7% | 673,801 | $54.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +79.8% | 670,649 | $54.2M |
| Caisse de depot et placement du Quebec | 0.11% | Reduce -2.1% | 638,271 | $51.5M |
| Vest Financial, LLC | 0.71% | Reduce -1.3% | 619,720 | $50.0M |
| Alyeska Investment Group, L.P. | 0.17% | Reduce -9.3% | 608,304 | $49.1M |
| Freestone Grove Partners LP | 0.36% | Reduce -45.3% | 591,625 | $47.8M |
| Bridgewater Associates | 0.18% | Add +7.6% | 561,884 | $45.4M |
| Jacobs Levy Equity Management, Inc. | 0.17% | Reduce -12.8% | 538,215 | $43.5M |
| Bank of America Corp. | 0.00% | Add +1.1% | 525,223 | $42.4M |
| Grace & White Inc. | 7.47% | Reduce -0.2% | 498,256 | $40.2M |
| American Century Companies Inc. | 0.02% | Add +27.6% | 497,002 | $40.1M |
| Rhumbline Advisers | 0.03% | Reduce -3.0% | 484,079 | $39.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +33.9% | 471,589 | $38.1M |
| Sei Investments Co. | 0.04% | Add +10.5% | 430,802 | $34.8M |
| ProShare Advisors LLC | 0.07% | Add +2.7% | 422,625 | $34.1M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.9% | 421,062 | $34.0M |
| Wedge Capital Management L L P | 0.60% | Reduce -9.6% | 417,284 | $33.7M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 417,584 | $33.7M |
| Legal & General Group Plc | 0.01% | Reduce -11.7% | 407,184 | $32.9M |
| Two Sigma Investments, LP | 0.06% | Add +73.6% | 380,378 | $30.7M |
| Raymond James Financial Inc. | 0.01% | Add +28.1% | 372,024 | $30.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.0% | 364,252 | $29.4M |
| LPL Financial LLC | 0.01% | Add +15.2% | 347,417 | $28.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.19% | Add +0.8% | 341,770 | $27.6M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -2.4% | 329,110 | $26.6M |
| Truist Financial Corp. | 0.04% | Reduce -7.0% | 328,722 | $26.5M |
| Quantinno Capital Management LP | 0.11% | Add +10.0% | 325,902 | $26.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -62.8% | 325,183 | $26.3M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 319,900 | $25.8M |
| Lighthouse Investment Partners, LLC | 1.03% | Add +508.0% | 294,088 | $23.8M |
| Voya Investment Management LLC | 0.03% | Reduce -3.8% | 282,680 | $22.8M |
| Boone Capital Management LLC | 9.76% | Reduce -59.8% | 281,790 | $22.8M |
| Jane Street Group, LLC | 0.04% | Add +578.5% | 277,268 | $22.4M |
| Storebrand Asset Management As | 0.06% | Add +1.5% | 276,562 | $22.3M |
| D. Scott Neal, Inc. | 10.65% | Reduce -2.6% | 264,589 | $21.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -12.6% | 261,094 | $21.1M |
| Marshall Wace, LLP | 0.03% | Add +60.4% | 260,623 | $21.0M |
| Renaissance Technologies | 0.03% | Reduce -44.3% | 258,400 | $20.9M |
| Stifel Financial Corp. | 0.02% | Add +23.5% | 251,728 | $20.3M |
| Picton Mahoney Asset Management | 0.28% | Reduce -8.3% | 249,885 | $20.2M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 250,712 | $20.0M |
| Captrust Financial Advisors | 0.04% | Add +4.5% | 244,675 | $19.8M |
| ExodusPoint Capital Management, LP | 0.24% | New | 243,855 | $19.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.8% | 238,332 | $19.2M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -78.1% | 226,493 | $18.3M |
| Gateway Investment Advisers LLC | 0.20% | No change | 224,140 | $18.1M |
| Moore Capital Management, LP | 0.39% | Add +18.3% | 223,360 | $18.0M |
| South Dakota Investment Council | 0.33% | Reduce -6.0% | 215,267 | $17.4M |
| Schroder Investment Management Group | 0.01% | Reduce -18.7% | 205,889 | $16.6M |
| Prudential Financial Inc. | 0.02% | Add +25.3% | 204,658 | $16.5M |
| AXA S.A. | 0.05% | Reduce -34.9% | 201,228 | $16.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.8% | 199,808 | $16.1M |
| Algebris (uk) Ltd. | 2.59% | New | 199,009 | $16.0M |
| McGowan Group Asset Management, Inc. | 1.97% | Reduce -0.0% | 191,089 | $15.4M |
| Vestcor Inc | 0.45% | Add +54.0% | 185,707 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 179,217 | $14.5M |
| Barclays PLC | 0.01% | Reduce -32.3% | 176,571 | $14.3M |
| Trexquant Investment LP | 0.16% | Add +34.5% | 171,577 | $13.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 163,047 | $13.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.1% | 156,580 | $12.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.6% | 155,571 | $12.6M |
| HRT Financial LP | 0.06% | New | 155,293 | $12.5M |
| Glenmede Investment Management, LP | 0.06% | — | 154,894 | $12.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -16.3% | 152,493 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +7.0% | 150,251 | $12.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -36.2% | 146,200 | $11.8M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -0.1% | 145,837 | $11.8M |
| Paradiem, LLC | 2.93% | New | 143,570 | $11.6M |
| Susquehanna Fundamental Investments, LLC | 0.30% | No change | 138,894 | $11.2M |
| Ibex Wealth Advisors | 1.18% | Add +3.7% | 136,491 | $11.0M |
| Panagora Asset Management Inc. | 0.05% | Reduce -0.3% | 135,531 | $10.9M |
| Man Group plc | 0.02% | Reduce -25.3% | 135,316 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -6.3% | 133,076 | $10.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 132,464 | $10.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.5% | 131,641 | $10.6M |
| Barnett & Company, Inc. | 8.18% | Reduce -0.2% | 128,783 | $10.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -4.9% | 127,913 | $10.3M |
| Intech Investment Management LLC | 0.10% | Add +22.1% | 126,330 | $10.2M |
| Foster & Motley Inc. | 0.58% | Add +2.9% | 123,375 | $10.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.5% | 121,562 | $9.8M |
| Van Eck Associates Corp. | 0.01% | Reduce -17.0% | 121,353 | $9.8M |
| Boston Partners | 0.01% | Add +46.6% | 121,139 | $9.8M |
| Calydon Capital | 0.96% | Add +11.7% | 120,679 | $9.7M |
| Teacher Retirement System of Texas | 0.04% | Add +2.6% | 120,492 | $9.7M |
| Prospector Partners LLC | 1.12% | New | 118,684 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +138.8% | 112,985 | $9.1M |
| NewSquare Capital LLC | 0.66% | Add +4.5% | 112,831 | $8.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -22.1% | 107,773 | $8.7M |
| IFG Advisory, LLC | 0.43% | Reduce -3.2% | 106,474 | $8.6M |
| Hennessy Advisors Inc. | 0.29% | New | 106,400 | $8.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.8% | 103,333 | $8.3M |
| Hudson Bay Capital Management LP | 0.06% | Reduce -49.0% | 101,596 | $8.2M |
| AlphaCore Capital LLC | 0.30% | Reduce -0.9% | 98,188 | $7.9M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -2.0% | 96,882 | $7.8M |
| US Bancorp \de | 0.01% | Add +0.3% | 96,007 | $7.8M |
| Horizon Investments, LLC | 0.12% | Add +71574.0% | 91,026 | $7.3M |
| Gotham Asset Management | 0.04% | Add +132.2% | 89,571 | $7.2M |
| Brant Point Investment Management LLC | 1.65% | Reduce -17.7% | 89,453 | $7.2M |
| Empowered Funds, LLC | 0.08% | Add +3.4% | 86,665 | $7.0M |
| CI Investments Inc. | 0.03% | Add +3.2% | 86,590 | $7.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -5.4% | 86,589 | $7.0M |
| Creative Planning | 0.01% | Reduce -0.4% | 85,582 | $6.9M |
| Comerica Bank | 0.03% | Reduce -11.6% | 85,170 | $6.9M |
| Illinois Municipal Retirement Fund | 0.09% | Add +28.4% | 84,479 | $6.8M |
| Amundi | 0.00% | Reduce -88.0% | 83,275 | $6.8M |
| New Age Alpha Advisors, LLC | 0.29% | Reduce -13.5% | 82,831 | $6.7M |
| Burney Co./ | 0.23% | Reduce -1.2% | 82,585 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +48.4% | 82,110 | $6.7M |
| Wealthfront Advisers LLC | 0.02% | Reduce -2.0% | 81,893 | $6.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.29% | Add +21.3% | 81,900 | $6.6M |
| HSBC Holdings PLC | 0.00% | Add +6.4% | 81,594 | $6.6M |
| Boston Common Asset Management, LLC | 0.18% | Reduce -24.0% | 81,459 | $6.6M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -2.7% | 80,842 | $6.5M |
| Cibc World Market Inc. | 0.01% | Add +176.0% | 80,836 | $6.5M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -5.7% | 79,775 | $6.4M |
| Thompson Siegel & Walmsley LLC | 0.11% | New | 79,700 | $6.4M |
| Cerity Partners LLC | 0.01% | Reduce -7.8% | 79,572 | $6.4M |
| CWA Asset Management Group, LLC | 0.27% | Add +13.0% | 79,493 | $6.4M |
| Dorsey Wright & Associates | 1.51% | Add +221.3% | 78,702 | $6.4M |
| CPC Advisors, LLC | 0.76% | Add +5.8% | 75,090 | $6.1M |
| Amalgamated Bank | 0.05% | Reduce -2.5% | 74,412 | $6.0M |
| Interval Partners, LP | 0.14% | Add +27.7% | 74,057 | $6.0M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +18.5% | 73,624 | $5.9M |
| Silver Lake Advisory, LLC | 2.51% | Add +1.0% | 72,982 | $5.9M |
| Tudor Investment Corporation | 0.04% | New | 72,666 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +15.2% | 71,961 | $5.8M |
| BTC Capital Management, Inc. | 0.47% | Add +5.0% | 71,836 | $5.7M |
| GMO | 0.02% | Reduce -40.9% | 70,463 | $5.7M |
| Viking Fund Management LLC | 0.78% | No change | 70,000 | $5.7M |
| Twinbeech Capital LP | 0.13% | Add +93.2% | 69,588 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.9% | 67,980 | $5.5M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +10.5% | 66,544 | $5.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -46.4% | 66,352 | $5.4M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -9.6% | 66,208 | $5.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -23.1% | 65,936 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -12.6% | 64,750 | $5.2M |
| Flputnam Investment Management Co. | 0.09% | New | 62,765 | $5.1M |
| TrueMark Investments, LLC | 1.09% | New | 62,694 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.1% | 58,384 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.0% | 57,988 | $4.7M |
| Auxier Asset Management LLC | 0.68% | Reduce -0.3% | 57,564 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -15.6% | 57,328 | $4.6M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.6% | 57,224 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.3% | 56,162 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -1.3% | 56,000 | $4.5M |
| Triasima Portfolio Management inc. | 0.82% | Add +47.5% | 55,290 | $4.5M |
| Brevan Howard Capital Management LP | 0.05% | Add +286.1% | 55,213 | $4.5M |
| Capital Fund Management S.A. | 0.05% | Add +3.9% | 51,679 | $4.2M |
| Mariner, LLC | 0.01% | Reduce -19.7% | 51,487 | $4.2M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -2.3% | 50,521 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +6.2% | 49,740 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 49,083 | $4.0M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -13.1% | 48,900 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.8% | 48,074 | $3.9M |
| Arizona State Retirement System | 0.02% | Reduce -1.8% | 48,857 | $3.9M |
| Abn Amro Investment Solutions | 0.08% | Reduce -22.6% | 46,690 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -2.0% | 45,100 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Add +133.9% | 45,027 | $3.6M |
| STRS Ohio | 0.01% | Add +12.2% | 44,360 | $3.6M |
| Advisory Services Network, LLC | 0.06% | Add +27.0% | 48,859 | $3.5M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | New | 43,068 | $3.5M |
| CoreCap Advisors, LLC | 0.14% | Add +6.6% | 42,890 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 42,634 | $3.4M |
| Ritholtz Wealth Management | 0.08% | Add +0.4% | 42,327 | $3.4M |
| Hancock Whitney Corp. | 0.06% | Add +2.6% | 41,838 | $3.4M |
| Kendall Capital Management | 0.89% | Reduce -0.7% | 41,495 | $3.4M |
| DGS Capital Management, LLC | 0.69% | Add +3.7% | 41,391 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +4.9% | 41,215 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -10.4% | 41,186 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -10.2% | 40,607 | $3.3M |
| Anchor Investment Management, LLC | 0.28% | Reduce -20.0% | 39,533 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.9% | 39,279 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +0.2% | 39,231 | $3.2M |
| State of Michigan Retirement System | 0.02% | Reduce -1.8% | 38,600 | $3.1M |
| Point72 Europe (London) LLP | 0.16% | Reduce -22.0% | 38,512 | $3.1M |
| Edgestream Partners, L.P. | 0.09% | Add +8.6% | 37,967 | $3.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -49.9% | 37,957 | $3.1M |
| Larson Financial Group LLC | 0.12% | Reduce -0.5% | 37,014 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +0.7% | 36,507 | $2.9M |
| Sculati Wealth Management, LLC | 1.10% | Reduce -4.2% | 36,238 | $2.9M |
| Engineers Gate Manager LP | 0.04% | Add +10.6% | 35,994 | $2.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -2.0% | 35,816 | $2.9M |
| apricus wealth, LLC | 1.68% | Add +1.4% | 35,795 | $2.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +638.0% | 35,704 | $2.9M |
| Great Diamond Partners, LLC | 0.61% | Add +1.1% | 35,677 | $2.9M |
| iSAM Funds (UK) Ltd | 0.63% | New | 35,330 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -6.6% | 35,086 | $2.8M |
| New Mexico Educational Retirement Board | 0.09% | No change | 34,843 | $2.8M |
| Naples Global Advisors, LLC | 0.24% | Reduce -2.2% | 34,759 | $2.8M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -0.3% | 33,114 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +7.0% | 32,994 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -3.3% | 32,783 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.5% | 32,119 | $2.6M |
| Bokf, NA | 0.04% | Reduce -4.0% | 32,005 | $2.6M |
| Ethic Inc. | 0.05% | Add +62.3% | 31,565 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +0.0% | 31,415 | $2.5M |
| Total Wealth Planning & Management, Inc. | 2.19% | Add +7.9% | 31,373 | $2.5M |
| HHM Wealth Advisors, LLC | 0.30% | Add +623.7% | 31,185 | $2.5M |
| Aviance Capital Partners, LLC | 0.33% | Reduce -3.0% | 31,156 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 30,585 | $2.5M |
| Strategic Global Advisors, LLC | 0.40% | Reduce -3.1% | 30,414 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 29,920 | $2.4M |
| Waterfront Wealth Inc. | 0.53% | Add +0.5% | 29,350 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +13.4% | 29,338 | $2.4M |
| Goelzer Investment Management, Inc. | 0.13% | New | 29,263 | $2.4M |
| Jain Global LLC | 0.04% | New | 29,144 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -15.8% | 28,824 | $2.3M |
| Counterpoint Mutual Funds LLC | 0.21% | Add +76.9% | 28,786 | $2.3M |
| NJ State Employees Deferred Compensation Plan | 0.27% | No change | 28,000 | $2.3M |
| Family Manage LLC | 0.34% | Add +0.5% | 27,838 | $2.2M |
| Sterling Capital Management LLC | 0.03% | Add +5.5% | 27,536 | $2.2M |
| Gillson Capital LP | 0.17% | Reduce -89.3% | 27,030 | $2.2M |
| Klein Pavlis & Peasley Financial, Inc. | 1.44% | Add +42.7% | 26,681 | $2.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -81.2% | 26,472 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.7% | 25,888 | $2.1M |
| Weaver C. Barksdale & Associates, Inc. | 1.99% | Reduce -0.8% | 25,662 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | New | 24,951 | $2.0M |
| Vident Advisory, LLC | 0.02% | Reduce -16.3% | 24,797 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +394.3% | 24,729 | $2.0M |
| Investors Research Corp | 0.39% | No change | 24,376 | $2.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +7.1% | 24,271 | $2.0M |
| Oak Thistle LLC | 0.29% | Add +15.5% | 24,126 | $1.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -79.9% | 22,385 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.2% | 22,023 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -6.5% | 22,000 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -73.5% | 21,874 | $1.8M |
| Cinctive Capital Management LP | 0.10% | Reduce -46.9% | 21,813 | $1.8M |
| Ascent Group, LLC | 0.07% | Reduce -0.3% | 20,890 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +311.9% | 20,552 | $1.7M |
| Xponance LLC | 0.01% | Reduce -2.9% | 20,350 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +200.2% | 20,160 | $1.6M |
| Abacus Planning Group, Inc. | 0.24% | Reduce -0.3% | 20,086 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1008.7% | 19,691 | $1.6M |
| QRG Capital Management, Inc. | 0.01% | Add +4.5% | 19,915 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Add +3.9% | 19,814 | $1.6M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.28% | New | 19,581 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +0.0% | 19,533 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +135.6% | 18,924 | $1.5M |
| Centiva Capital, LP | 0.10% | Add +196.1% | 18,537 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.20% | Reduce -4.8% | 18,510 | $1.5M |
| Algert Global LLC | 0.03% | Reduce -73.5% | 18,431 | $1.5M |
| Signaturefd, LLC | 0.03% | Reduce -3.7% | 18,117 | $1.5M |
| AlphaQuest LLC | 0.14% | Add +592.4% | 18,038 | $1.5M |
| Atlas Capital Advisors Inc. | 0.18% | Reduce -0.2% | 18,005 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.11% | Add +22.0% | 17,607 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 17,588 | $1.4M |
| Point72 Hong Kong Ltd | 0.10% | Add +2030.5% | 17,534 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.6% | 17,422 | $1.4M |
| Bridgewater Advisors Inc. | 0.10% | New | 17,031 | $1.4M |
| Nilsine Partners, LLC | 0.14% | Add +10.4% | 17,001 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.4% | 16,993 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -4.0% | 16,944 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Add +5.2% | 16,893 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Reduce -13.3% | 16,884 | $1.4M |
| Castlekeep Investment Advisors LLC | 0.66% | New | 16,684 | $1.3M |
| Keynote Financial Services LLC | 0.90% | Reduce -8.3% | 16,386 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +49.6% | 16,254 | $1.3M |
| Neumann Capital Management, LLC | 0.40% | No change | 15,898 | $1.3M |
| Lifestyle Asset Management, Inc. | 0.59% | Add +1.3% | 15,783 | $1.3M |
| Advisory Research Inc. | 0.20% | Add +7.5% | 15,755 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -27.4% | 15,399 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +128.0% | 15,374 | $1.2M |
| XML Financial, LLC | 0.10% | Reduce -0.7% | 14,705 | $1.2M |
| Convergence Investment Partners, LLC | 0.30% | Reduce -37.7% | 14,484 | $1.2M |
| Cwm, LLC | 0.00% | Add +1.6% | 14,442 | $1.2M |
| Jump Financial, LLC | 0.01% | Add +310.2% | 14,356 | $1.2M |
| CSS LLC | 0.22% | Add +54.2% | 14,339 | $1.2M |
| Commerce Bank | 0.01% | Add +3.1% | 14,113 | $1.1M |
| Westover Capital Advisors, LLC | 0.23% | Reduce -0.1% | 14,033 | $1.1M |
| Tidal Investments LLC | 0.01% | Reduce -5.1% | 14,020 | $1.1M |
| Northwest & Ethical Investments L.P. | 0.03% | Reduce -25.1% | 14,034 | $1.1M |
| Harvest Fund Management Co., Ltd | 0.05% | Reduce -43.9% | 14,870 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | — | 13,544 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +184.2% | 13,419 | $1.1M |
| Keel Point, LLC | 0.07% | New | 13,417 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 13,306 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +67.0% | 13,239 | $1.1M |
| JSF Financial, LLC | 0.25% | New | 13,148 | $1.1M |
| Patten & Patten Inc. | 0.07% | Reduce -0.9% | 13,077 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Add +4.1% | 13,025 | $1.1M |
| Point72 (DIFC) Ltd | 0.08% | Add +134.0% | 12,971 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Add +1.0% | 12,966 | $1.0M |
| BOS Asset Management, LLC | 0.33% | Reduce -1.5% | 12,833 | $1.0M |
| Bailard, Inc. | 0.02% | Reduce -2.8% | 12,825 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.5% | 12,617 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.01% | New | 12,613 | $1.0M |
| Shell Asset Management Co. | 0.03% | Reduce -14.8% | 12,396 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +2.4% | 12,354 | $998K |
| Hillsdale Investment Management Inc. | 0.04% | Reduce -1.6% | 12,250 | $989K |
| Signet Financial Management, LLC | 0.12% | Add +8.3% | 12,221 | $987K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.1% | 12,216 | $987K |
| Moran Wealth Management, LLC | 0.03% | Reduce -15.9% | 12,139 | $980K |
| Affinity Investment Advisors, LLC | 0.74% | Reduce -0.2% | 12,076 | $975K |
| Wedmont Private Capital | 0.04% | Add +0.6% | 12,291 | $974K |
| Measured Wealth Private Client Group, LLC | 0.29% | Add +24.5% | 12,033 | $972K |
| State of Wyoming | 0.11% | Add +57.5% | 11,583 | $935K |
| Williamson Legacy Group, LLC | 0.78% | New | 11,527 | $931K |
| Savant Capital, LLC | 0.01% | Add +0.4% | 11,287 | $912K |
| Vise Technologies, Inc. | 0.04% | — | 11,242 | $908K |
| Friedenthal Financial | 0.50% | New | 11,200 | $905K |
| Verition Fund Management LLC | 0.01% | Add +12.7% | 11,078 | $895K |
| HM Payson & Co. | 0.01% | Reduce -1.2% | 11,011 | $889K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -54.4% | 11,010 | $889K |
| Tounjian Advisory Partners, LLC | 0.17% | Reduce -1.3% | 10,874 | $886K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.5% | 10,948 | $884K |
| M&T Bank Corp | 0.00% | Reduce -7.6% | 10,828 | $874K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -5.8% | 10,814 | $873K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.7% | 10,512 | $849K |
| Boxwood Ventures, Inc. | 1.09% | No change | 10,412 | $841K |
| Greenleaf Trust | 0.01% | Reduce -5.3% | 10,307 | $832K |
| L2 Asset Management, LLC | 0.13% | Add +9.0% | 10,181 | $822K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 10,155 | $820K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.1% | 10,027 | $810K |
| DMC Group, LLC | 0.63% | Add +20.3% | 9,954 | $804K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.4% | 9,916 | $801K |
| Benjamin Edwards Inc. | 0.01% | Add +3.9% | 9,843 | $795K |
| Carret Asset Management, LLC | 0.08% | No change | 9,832 | $794K |
| Petra Financial Advisors Inc. | 0.50% | Add +198.8% | 9,716 | $785K |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 9,536 | $770K |
| Pacer Advisors, Inc. | 0.00% | Add +65.6% | 9,455 | $764K |
| Old National Bancorp | 0.01% | Reduce -19.6% | 9,435 | $762K |
| Aster Capital Management (DIFC) Ltd | 0.17% | Add +39.7% | 9,383 | $758K |
| Utah Retirement Systems | 0.01% | Reduce -6.0% | 9,148 | $739K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -19.8% | 9,093 | $734K |
| GAMMA Investing LLC | 0.05% | Add +2.5% | 9,057 | $731K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.8% | 9,054 | $731K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.5% | 9,027 | $729K |
| Old Port Advisors | 0.20% | Reduce -2.2% | 9,000 | $727K |
| Erste Asset Management GmbH | 0.01% | No change | 8,900 | $716K |
| Focus Partners Wealth | 0.00% | Add +69.1% | 8,843 | $714K |
| AIA Group Ltd | 0.02% | Reduce -8.2% | 8,741 | $706K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.1% | 8,681 | $701K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 8,556 | $691K |
| Group One Trading LLC | 0.02% | New | 8,554 | $691K |
| AE Wealth Management LLC | 0.01% | Reduce -93.6% | 8,525 | $688K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -23.4% | 8,505 | $687K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,486 | $685K |
| Zacks Investment Management | 0.01% | Reduce -87.9% | 8,475 | $684K |
| VestGen Investment Management | 0.49% | New | 8,446 | $682K |
| Global Retirement Partners, LLC | 0.02% | — | 8,337 | $673K |
| &partners | 0.01% | Reduce -1.0% | 8,316 | $672K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.7% | 8,132 | $657K |
| Belpointe Asset Management LLC | 0.03% | Add +11.1% | 8,091 | $653K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -37.9% | 8,059 | $651K |
| Pitcairn Co. | 0.04% | Reduce -10.7% | 8,025 | $648K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -63.9% | 8,000 | $646K |
| Baird Financial Group, Inc. | 0.00% | Add +26.6% | 7,939 | $641K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -9.5% | 7,915 | $639K |
| Hamilton Capital Partners Inc. | 0.03% | No change | 7,886 | $637K |
| Cadence Bank | 0.04% | No change | 7,865 | $635K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.3% | 7,852 | $634K |
| Campion Asset Management | 0.47% | No change | 7,800 | $630K |
| NorthRock Partners, LLC | 0.02% | Add +14.2% | 7,773 | $628K |
| Choreo, LLC | 0.01% | Add +17.4% | 7,766 | $627K |
| My Legacy Advisors, LLC | 0.22% | Reduce -1.3% | 7,606 | $612K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -13.6% | 7,548 | $610K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +31.6% | 7,462 | $603K |
| SG Americas Securities, LLC | 0.00% | Reduce -27.3% | 7,223 | $583K |
| Wealthstar Advisors, LLC | 0.21% | Add +17.0% | 7,049 | $569K |
| Lingohr Asset Management GmbH | 1.00% | Reduce -90.7% | 6,795 | $549K |
| Callan Family Office, LLC | 0.02% | Add +43.5% | 6,752 | $545K |
| Advisors Capital Management, LLC | 0.01% | Add +6.9% | 6,742 | $544K |
| Readystate Asset Management LP | 0.04% | New | 6,680 | $539K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -7.1% | 6,587 | $532K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -14.9% | 6,543 | $528K |
| Patten Group, Inc. | 0.11% | No change | 6,480 | $523K |
| Brooklyn Investment Group | 0.07% | Add +9.9% | 6,475 | $523K |
| Brown Advisory Inc. | 0.00% | Add +13.2% | 6,445 | $520K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.2% | 6,404 | $517K |
| Forum Financial Management, LP | 0.01% | Add +1.6% | 6,394 | $516K |
| Compound Planning, Inc. | 0.02% | Add +10.3% | 6,343 | $512K |
| Regions Financial Corp. | 0.00% | No change | 6,328 | $511K |
| Roof Eidam Maycock Peralta, LLC | 0.13% | Add +1.3% | 6,323 | $511K |
| Csenge Advisory Group | 0.03% | Reduce -3.3% | 6,248 | $511K |
| Townsquare Capital LLC | 0.05% | Reduce -74.6% | 6,301 | $509K |
| Aviva PLC | 0.00% | New | 6,281 | $507K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -11.3% | 6,234 | $503K |
| Quadrant Capital Group LLC | 0.02% | Add +2.3% | 6,209 | $501K |
| Prossimo Advisors, LLC | 0.40% | Reduce -2.1% | 6,205 | $501K |
| Wedbush Securities Inc. | 0.02% | Add +1.3% | 6,199 | $501K |
| 111 Capital | 0.09% | Reduce -69.3% | 6,160 | $497K |
| J. W. Coons Advisors, LLC | 0.11% | Reduce -2.5% | 6,134 | $495K |
| MBM Wealth Consultants, LLC | 0.13% | Add +0.7% | 6,108 | $493K |
| Chicago Partners Investment Group LLC | 0.01% | Add +5.7% | 6,110 | $493K |
| SummitTX Capital, L.P. | 0.02% | Add +21.3% | 6,013 | $486K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,011 | $485K |
| CIBC Asset Management Inc | 0.00% | No change | 5,993 | $484K |
| Plancorp, LLC | 0.02% | Add +1.2% | 5,979 | $483K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -6.2% | 5,936 | $479K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.22% | Add +0.1% | 5,930 | $479K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $473K |
| Burns Matteson Capital Management, LLC | 0.23% | Reduce -4.9% | 5,862 | $473K |
| Aries Wealth Management | 0.12% | No change | 5,846 | $472K |
| GWN Securities Inc. | 0.09% | Add +96.6% | 5,820 | $472K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.7% | 5,831 | $471K |
| Shelton Capital Management | 0.01% | Reduce -3.4% | 5,828 | $471K |
| Advisors Asset Management, Inc. | 0.01% | Add +1.4% | 5,807 | $469K |
| Net Worth Advisory Group | 0.10% | Add +5.6% | 5,790 | $468K |
| Lido Advisors, LLC | 0.00% | Reduce -1.4% | 5,767 | $466K |
| Lion Street Advisors, LLC | 0.14% | No change | 5,751 | $464K |
| Means Investment Co., Inc. | 0.04% | Add +4.7% | 5,719 | $462K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 5,719 | $462K |
| Jones Financial Companies LLLP | 0.00% | Add +78.7% | 5,681 | $457K |
| TD Capital Management LLC | 0.04% | No change | 5,657 | $457K |
| Genus Capital Management Inc. | 0.06% | No change | 5,595 | $452K |
| Longfellow Investment Management Co. LLC | 0.11% | No change | 5,576 | $450K |
| Quent Capital, LLC | 0.04% | Reduce -13.5% | 5,572 | $450K |
| Obsidian Cio, LLC | 0.07% | Add +11.4% | 5,548 | $448K |
| Blair William & Co. | 0.00% | Add +10.6% | 5,539 | $447K |
| NewEdge Advisors, LLC | 0.00% | Add +2.3% | 5,440 | $439K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.3% | 5,434 | $439K |
| Boothbay Fund Management, LLC | 0.01% | Add +27.1% | 5,400 | $436K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -2.7% | 5,365 | $433K |
| Pallas Capital Advisors LLC | 0.02% | Add +1.1% | 5,209 | $421K |
| Quantessence Capital LLC | 0.12% | New | 5,093 | $411K |
| Caitlin John, LLC | 0.37% | Reduce -9.9% | 5,084 | $411K |
| Farringdon Capital, Ltd. | 0.13% | New | 4,918 | $397K |
| AlTi Global, Inc. | 0.01% | No change | 4,916 | $397K |
| SageView Advisory Group, LLC | 0.01% | Add +3.6% | 4,949 | $396K |
| FJ Capital Management LLC | 0.04% | New | 4,799 | $388K |
| Portland Global Advisors LLC | 0.05% | Add +1.6% | 4,798 | $387K |
| Arkadios Wealth Advisors | 0.01% | New | 4,746 | $383K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +1.3% | 4,718 | $381K |
| Seeds Investor LLC | 0.09% | Reduce -4.0% | 4,717 | $381K |
| CIBC Private Wealth Group LLC | 0.00% | Add +31.4% | 4,705 | $380K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,670 | $377K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,670 | $377K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -7.5% | 4,593 | $371K |
| Tripletail Wealth Management, LLC | 0.52% | — | 5,302 | $368K |
| Ballentine Partners, LLC | 0.01% | Reduce -25.0% | 4,551 | $368K |
| Allworth Financial LP | 0.00% | Add +104.2% | 4,550 | $367K |
| Brooks, Moore & Associates, Inc. | 0.20% | Reduce -1.9% | 5,098 | $366K |
| NDVR, Inc. | 0.34% | Add +3.3% | 4,526 | $366K |
| Coastline Trust Co | 0.04% | No change | 4,470 | $361K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 4,453 | $360K |
| Newport Capital Group, LLC | 0.24% | No change | 4,444 | $359K |
| Nebula Research & Development LLC | 0.03% | New | 4,437 | $358K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,436 | $358K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -3.9% | 4,428 | $358K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 4,419 | $357K |
| Swiss Life Asset Management Ltd | 0.00% | Add +62.1% | 4,340 | $350K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $349K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -9.3% | 4,231 | $342K |
| Beacon Financial Group | 0.04% | Reduce -1.4% | 4,217 | $341K |
| Wetzel Investment Advisors, Inc. | 0.16% | No change | 4,190 | $338K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +9.4% | 4,161 | $336K |
| Laurion Capital Management LP | 0.04% | New | 4,145 | $335K |
| KBC Group NV | 0.00% | Reduce -40.5% | 4,132 | $334K |
| Magnetar Financial LLC | 0.00% | Reduce -39.5% | 4,077 | $329K |
| Mather Group, Llc. | 0.00% | Reduce -14.0% | 4,059 | $328K |
| F/m Investments LLC | 0.01% | New | 4,044 | $327K |
| Clarius Group, LLC | 0.02% | No change | 4,041 | $326K |
| UMB Bank, n.a. | 0.01% | Add +4.4% | 4,016 | $324K |
| Norden Group LLC | 0.04% | Reduce -59.5% | 4,007 | $324K |
| Schulhoff & Co. Inc. | 0.14% | No change | 4,000 | $323K |
| Arnhold LLC | 0.03% | No change | 4,000 | $323K |
| Versor Investments LP | 0.06% | Reduce -61.6% | 3,986 | $322K |
| Paulson Wealth Management Inc. | 0.08% | Add +1.8% | 3,980 | $321K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 3,910 | $316K |
| Catalyst Funds Management Pty Ltd | 0.09% | New | 3,900 | $315K |
| Prudential PLC | 0.00% | New | 3,873 | $313K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.4% | 3,865 | $312K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -2.3% | 3,847 | $311K |
| Gardner Russo & Quinn | 0.00% | No change | 3,800 | $307K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,791 | $306K |
| Sigma Planning Corp | 0.01% | Add +5.0% | 3,686 | $298K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -15.0% | 3,612 | $291K |
| Welch & Forbes LLC | 0.00% | Reduce -0.4% | 3,572 | $288K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.2% | 3,562 | $288K |
| Spinnaker Trust | 0.02% | No change | 3,515 | $284K |
| Manchester Capital Management LLC | 0.04% | Add +240.5% | 3,507 | $283K |
| Clearstead Advisors, LLC | 0.00% | Add +8.2% | 3,493 | $282K |
| Hanson & Doremus Investment Management | 0.04% | No change | 3,480 | $281K |
| Challenger Wealth Management | 0.19% | Add +0.1% | 3,475 | $281K |
| Simplex Trading, LLC | 0.01% | Reduce -26.8% | 3,462 | $279K |
| Sage Rhino Capital LLC | 0.06% | Reduce -1.4% | 3,424 | $277K |
| Brown Miller Wealth Management, LLC | 0.09% | New | 3,399 | $274K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,399 | $274K |
| Syon Capital LLC | 0.02% | New | 3,391 | $274K |
| Brighton Jones LLC | 0.01% | Add +2.5% | 3,369 | $272K |
| Diversified Trust Co. | 0.01% | Reduce -82.5% | 3,362 | $272K |
| GC Wealth Management RIA, LLC | 0.02% | New | 3,357 | $271K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 3,362 | $271K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.2% | 3,352 | $271K |
| Elyxium Wealth, LLC | 0.10% | Add +1.2% | 3,344 | $270K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.6% | 3,343 | $270K |
| Two Sigma Securities, LLC | 0.03% | New | 3,331 | $269K |
| KPP Advisory Services LLC | 0.04% | No change | 3,319 | $268K |
| StoneX Group Inc. | 0.01% | Reduce -32.1% | 3,305 | $267K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -11.6% | 3,301 | $267K |
| Capital Square, LLC | 0.14% | No change | 3,328 | $266K |
| Eastern Bank | 0.01% | Reduce -13.3% | 3,298 | $266K |
| Wellington Management Group LLP | 0.00% | No change | 3,282 | $265K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 3,270 | $264K |
| Baron Wealth Management LLC | 0.09% | Reduce -20.1% | 3,269 | $264K |
| Jacobi Capital Management LLC | 0.02% | No change | 3,261 | $263K |
| Blue Trust, Inc. | 0.00% | Reduce -3.8% | 3,254 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -9.2% | 3,229 | $261K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.1% | 3,211 | $259K |
| Bank & Trust Co | 0.20% | Add +7.1% | 3,202 | $259K |
| Strategy Asset Managers LLC | 0.05% | New | 3,191 | $258K |
| Vicus Capital | 0.02% | New | 3,130 | $253K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.1% | 3,105 | $251K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.1% | 3,056 | $247K |
| Kingsman Wealth Management, Inc. | 0.15% | Reduce -57.8% | 3,016 | $244K |
| NewEdge Wealth, LLC | 0.00% | Reduce -1.7% | 3,551 | $243K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.5% | 3,009 | $243K |
| KKM Financial LLC | 0.08% | No change | 3,000 | $242K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.1% | 2,987 | $241K |
| Bison Wealth, LLC | 0.02% | New | 3,000 | $240K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -6.4% | 2,954 | $239K |
| Sage Capital Management, LLC | 0.11% | Add +0.5% | 2,953 | $238K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 2,952 | $238K |
| Midwest Trust Co | 0.00% | — | 2,935 | $237K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -3.8% | 2,897 | $234K |
| Inscription Capital, LLC | 0.03% | New | 2,857 | $231K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -2.7% | 2,840 | $229K |
| MJP Associates Inc. | 0.03% | Add +0.9% | 2,827 | $228K |
| Advisor OS, LLC | 0.02% | Add +0.9% | 2,827 | $228K |
| PFG Investments, LLC | 0.01% | Reduce -4.7% | 2,824 | $228K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.3% | 2,819 | $228K |
| Choate Investment Advisors | 0.00% | Reduce -0.3% | 2,811 | $227K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.5% | 2,803 | $226K |
| Sterling Investment Counsel, LLC | 0.13% | Reduce -7.1% | 2,734 | $221K |
| West Branch Capital LLC | 0.06% | No change | 2,709 | $219K |
| Blueshift Asset Management, LLC | 0.07% | New | 2,706 | $219K |
| Fidelis Capital Partners, LLC | 0.02% | Add +0.6% | 3,090 | $218K |
| Leigh Baldwin & Co., LLC | 0.14% | Reduce -3.8% | 2,690 | $217K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,682 | $217K |
| Versant Capital Management, Inc | 0.03% | Add +5.5% | 2,679 | $216K |
| Haven Private, LLC | 0.10% | New | 2,671 | $216K |
| Fifth Third Bancorp | 0.00% | Reduce -25.2% | 2,660 | $215K |
| Private Trust Co. NA | 0.02% | Reduce -3.6% | 2,657 | $215K |
| Ariadne Wealth Management, LP | 0.10% | Reduce -3.9% | 2,985 | $213K |
| Proficio Capital Partners LLC | 0.01% | Add +1.3% | 2,578 | $208K |
| MAI Capital Management | 0.00% | Add +31.4% | 2,570 | $208K |
| Paragon Capital Management Ltd | 0.04% | Reduce -51.0% | 2,569 | $207K |
| Astoria Portfolio Advisors LLC. | 0.06% | Reduce -0.0% | 2,590 | $207K |
| Carl P. Sherr & Co., LLC | 0.10% | No change | 2,560 | $207K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.9% | 2,557 | $206K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -4.5% | 2,545 | $206K |
| IFP Advisors, Inc | 0.01% | Add +6.1% | 1,285 | $205K |
| Arax Advisory Partners | 0.01% | Reduce -0.3% | 2,529 | $204K |
| Beaton Management Co. Inc. | 0.10% | No change | 2,500 | $202K |
| Skyline Advisors, Inc. | 0.07% | No change | 2,500 | $202K |
| Quarry LP | 0.05% | Add +24.7% | 2,362 | $191K |
| J.Safra Asset Management Corp | 0.01% | New | 2,340 | $189K |
| Curat Global, LLC | 0.17% | No change | 2,195 | $177K |
| GeoWealth Management, LLC | 0.01% | Reduce -15.6% | 2,158 | $174K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,080 | $168K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,958 | $158K |
| New England Capital Financial Advisors LLC | 0.07% | No change | 1,904 | $154K |
| Ossiam | 0.00% | Reduce -23.4% | 1,869 | $151K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +157.4% | 1,851 | $149K |
| Principal Securities, Inc. | 0.00% | Add +12.2% | 1,742 | $141K |
| Richardson Financial Services Inc. | 0.09% | Reduce -1.7% | 1,690 | $139K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,700 | $137K |
| Addison Advisors LLC | 0.03% | Add +4.5% | 1,662 | $134K |
| Walleye Capital LLC | 0.00% | Reduce -89.7% | 1,558 | $126K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 1,484 | $120K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +14.3% | 1,465 | $118K |
| Covestor Ltd | 0.07% | Reduce -0.2% | 1,424 | $115K |
| WPG Advisers, LLC | 0.09% | Add +38.0% | 1,329 | $107K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,172 | $95K |
| Walleye Trading LLC | 0.00% | New | 1,158 | $94K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -35.3% | 1,156 | $93K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.9% | 1,130 | $91K |
| CVA Family Office, LLC | 0.01% | No change | 1,097 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -3.7% | 1,065 | $86K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $85K |
| National Bank of Canada | 0.00% | Reduce -79.5% | 1,018 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +28.2% | 1,005 | $81K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 1,000 | $81K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $81K |
| Harbour Investments, Inc. | 0.00% | Add +1.9% | 921 | $74K |
| William B. Walkup & Associates, Inc. | 0.04% | No change | 855 | $69K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 806 | $65K |
| Arlington Trust Co LLC | 0.01% | No change | 774 | $63K |
| Danske Bank A/S | 0.00% | Reduce -98.0% | 732 | $59K |
| V-Square Quantitative Management LLC | 0.01% | Reduce -24.9% | 719 | $58K |
| MCF Advisors LLC | 0.00% | No change | 705 | $57K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -91.8% | 705 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 679 | $55K |
| Millstone Evans Group, LLC | 0.03% | No change | 620 | $50K |
| St Germain D J Co. Inc. | 0.00% | New | 610 | $49K |
| Founders Capital Management | 0.03% | No change | 600 | $48K |
| 1620 Investment Advisors, Inc. | 0.03% | Add +1.4% | 581 | $47K |
| Hemington Wealth Management | 0.01% | Add +22.7% | 573 | $46K |
| Hantz Financial Services, Inc. | 0.00% | Add +1123.4% | 575 | $46K |
| McIlrath & Eck, LLC | 0.01% | No change | 555 | $45K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +44.0% | 537 | $43K |
| Trust Co. of Vermont | 0.00% | No change | 521 | $42K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 500 | $40K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $40K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 478 | $39K |
| True Wealth Design, LLC | 0.01% | Add +12.5% | 431 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 427 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 426 | $34K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 425 | $34K |
| Aviso Financial Inc. | 0.00% | No change | 406 | $33K |
| Atwood & Palmer Inc. | 0.00% | Add +100.0% | 400 | $32K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 396 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 396 | $32K |
| Heritage Wealth Advisors | 0.00% | No change | 387 | $31K |
| WealthCollab, LLC | 0.02% | No change | 370 | $30K |
| Legacy Investment Solutions, LLC | 0.02% | — | 370 | $30K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 370 | $30K |
| Bell Investment Advisors, Inc | 0.00% | Add +11.4% | 352 | $28K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 350 | $28K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +25.3% | 347 | $28K |
| Rise Advisors, LLC | 0.01% | Add +5.0% | 338 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.6% | 328 | $26K |
| TD Private Client Wealth LLC | 0.00% | No change | 324 | $26K |
| Northwest Capital Management Inc | 0.01% | No change | 290 | $23K |
| Wealth Preservation Advisors, LLC | 0.01% | Reduce -55.4% | 287 | $23K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -15.8% | 256 | $21K |
| Evolution Wealth Management Inc. | 0.02% | — | 241 | $19K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 238 | $19K |
| Whipplewood Advisors, LLC | 0.01% | Add +356.0% | 228 | $18K |
| Essential Partners LLC | 0.01% | — | 228 | $18K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $18K |
| Rothschild Investment LLC | 0.00% | Add +2.3% | 219 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 215 | $17K |
| VSM Wealth Advisory, LLC | 0.01% | New | 210 | $17K |
| Binnacle Investments Inc | 0.01% | Add +7.2% | 208 | $17K |
| Whittier Trust Co. | 0.00% | No change | 188 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 179 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 170 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +17.4% | 162 | $13K |
| Rossby Financial, LCC | 0.00% | Reduce -72.4% | 160 | $13K |
| Grove Bank & Trust | 0.00% | Add +14.2% | 153 | $12K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 150 | $12K |
| GoalVest Advisory LLC | 0.00% | New | 140 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +12.9% | 140 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 139 | $11K |
| Newton One Investments LLC | 0.00% | Add +0.7% | 136 | $11K |
| Dogwood Wealth Management LLC | 0.00% | New | 123 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +54.4% | 122 | $10K |
| Clearstead Trust, LLC | 0.00% | Add +1.7% | 118 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 112 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 107 | $9K |
| Pingora Partners LLC | 0.01% | No change | 100 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 101 | $8K |
| Ancora Advisors LLC | 0.00% | New | 88 | $7K |
| NFSG Corp | 0.00% | Add +28.4% | 86 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +49.1% | 85 | $7K |
| High Note Wealth, LLC | 0.00% | Add +25.8% | 78 | $6K |
| Raiffeisen Bank International AG | 0.00% | No change | 78 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 75 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +15.0% | 69 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 79 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +550.0% | 65 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Sachetta, LLC | 0.00% | No change | 61 | $5K |
| LRI Investments, LLC | 0.00% | No change | 58 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +3.8% | 55 | $4K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 52 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -32.0% | 51 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 47 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -78.1% | 43 | $3K |
| Spire Wealth Management | 0.00% | No change | 42 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 38 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -15.9% | 37 | $3K |
| Logan Capital Management Inc. | 0.00% | Add +2.9% | 36 | $3K |
| Capital A Wealth Management, LLC | 0.03% | New | 63 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.2% | 33 | $3K |
| ORG Partners LLC | 0.00% | New | 29 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 27 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +233.3% | 30 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +177.8% | 25 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 24 | $2K |
| Atlantic Private Wealth, LLC | 0.00% | New | 23 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 23 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 23 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 21 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 21 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $1K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +216.7% | 19 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +6.7% | 16 | $1K |
| Garde Capital, Inc. | 0.00% | No change | 15 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +27.3% | 14 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 14 | $1K |
| Huntington National Bank | 0.00% | Reduce -96.8% | 13 | $1K |
| Avion Wealth | 0.00% | Reduce -16.7% | 20 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +50.0% | 12 | $969 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $902 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +83.3% | 11 | $888 |
| Stephens Consulting, LLC | 0.00% | New | 7 | $566 |
| Bogart Wealth, LLC | 0.00% | New | 6 | $485 |
| Quaker Wealth Management, LLC | 0.00% | — | 5 | $404 |
| Optiver Holding B.V. | 0.00% | Reduce -98.5% | 5 | $404 |
| American Capital Advisory, LLC | 0.00% | Add +33.3% | 4 | $324 |
| Highline Wealth Partners LLC | 0.00% | Reduce -33.3% | 4 | $323 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $247 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $243 |
| TFC Financial Management, Inc. | 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.