Unum GroupUNM
13F holders, Q3 2025 (September 30)673holders −62
51new positions
106sold out
10famous investors
$77.79avg. 13F price*
At the end of Q3 2025, 673 institutions reported holding Unum Group (UNM) in their 13F filings, down 62 from Q2 2025. 51 opened new positions and 106 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.4B) and FMR LLC ($557.9M). 10 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $94.5M |
| Exits | 106 | $320.5M |
All 13F filers, Q2 2025 → Q3 2025: 8,392,988 shares bought and 13,333,229 shares sold, net −4,940,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.5% | 18,660,134 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -4.8% | 17,406,807 | $1.4B |
| FMR LLC | 0.03% | Add +7.0% | 7,172,507 | $557.9M |
| First Trust Advisors LP | 0.33% | Add +4.0% | 5,734,937 | $446.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -1.2% | 5,626,493 | $437.6M |
| State Street Corp. | 0.01% | Reduce -3.2% | 5,506,071 | $428.3M |
| Dimensional Fund Advisors LP | 0.06% | Add +5.0% | 3,777,880 | $293.8M |
| Geode Capital Management, LLC | 0.02% | Add +1.4% | 3,387,050 | $267.0M |
| Morgan Stanley | 0.02% | Reduce -12.5% | 3,389,247 | $263.6M |
| LSV Asset Management | 0.47% | Reduce -0.3% | 2,732,940 | $212.6M |
| Allianz Asset Management GmbH | 0.24% | Add +63.7% | 2,516,126 | $195.7M |
| AQR Capital Management | 0.12% | Add +35.1% | 2,339,289 | $181.6M |
| Victory Capital Management Inc. | 0.10% | Reduce -1.1% | 2,176,450 | $169.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.9% | 1,789,597 | $139.2M |
| Donald Smith & Co., Inc. | 2.76% | Reduce -1.4% | 1,779,969 | $138.4M |
| Northern Trust Corp. | 0.02% | Reduce -3.5% | 1,755,198 | $136.5M |
| Invesco Ltd. | 0.02% | Reduce -23.0% | 1,669,228 | $129.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.0% | 1,509,457 | $117.4M |
| Nordea Investment Management AB | 0.10% | Reduce -4.1% | 1,420,929 | $109.9M |
| UBS Group AG | 0.02% | Add +5.3% | 1,287,959 | $100.2M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +6.7% | 1,200,000 | $93.3M |
| Nuveen, LLC | 0.02% | Add +3.7% | 1,167,852 | $90.8M |
| Royal Bank of Canada | 0.01% | Reduce -28.7% | 1,074,137 | $83.5M |
| Millennium Management | 0.07% | Add +0.9% | 1,065,171 | $82.8M |
| Two Sigma Investments, LP | 0.11% | Add +127.3% | 864,485 | $67.2M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -3.0% | 690,852 | $53.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 667,619 | $51.9M |
| Woodline Partners LP | 0.24% | Reduce -41.0% | 665,165 | $51.7M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -8.7% | 655,566 | $51.3M |
| Moore Capital Management, LP | 1.04% | Add +195.0% | 658,912 | $51.3M |
| Vest Financial, LLC | 0.66% | Add +5.5% | 653,527 | $50.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.7% | 613,691 | $47.7M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -42.6% | 583,283 | $45.4M |
| California Public Employees Retirement System | 0.03% | Reduce -22.5% | 564,476 | $43.9M |
| American Century Companies Inc. | 0.02% | Add +5.4% | 523,866 | $40.7M |
| Caisse de depot et placement du Quebec | 0.07% | Reduce -18.9% | 517,513 | $40.3M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 507,969 | $39.5M |
| Wedge Capital Management L L P | 0.66% | Add +20.4% | 502,222 | $39.1M |
| Sei Investments Co. | 0.04% | Add +15.6% | 497,931 | $38.7M |
| Grace & White Inc. | 6.88% | Reduce -0.9% | 493,731 | $38.4M |
| Neuberger Berman Group LLC | 0.03% | Reduce -36.3% | 484,638 | $37.7M |
| Rhumbline Advisers | 0.03% | Reduce -5.0% | 459,898 | $35.8M |
| Two Sigma Advisers, LP | 0.07% | Add +203.3% | 443,400 | $34.5M |
| Quantinno Capital Management LP | 0.09% | Add +36.0% | 443,088 | $34.5M |
| ProShare Advisors LLC | 0.07% | Add +4.0% | 439,474 | $34.2M |
| Bridgewater Associates | 0.13% | Reduce -22.4% | 436,084 | $33.9M |
| Ameriprise Financial Inc. | 0.01% | Add +4.3% | 435,678 | $33.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -37.2% | 421,041 | $32.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.6% | 414,445 | $32.2M |
| Algebris (uk) Ltd. | 3.48% | Add +95.7% | 389,463 | $30.3M |
| Legal & General Group Plc | 0.01% | Reduce -5.5% | 384,958 | $29.9M |
| Franklin Resources Inc. | 0.01% | Reduce -49.0% | 372,414 | $29.0M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -33.5% | 357,860 | $27.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.3% | 348,517 | $27.1M |
| Squarepoint Ops LLC | 0.06% | New | 339,407 | $26.4M |
| Canada Pension Plan Investment Board | 0.02% | Add +19728.0% | 337,076 | $26.2M |
| Barclays PLC | 0.01% | Add +90.7% | 336,630 | $26.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.17% | Reduce -4.1% | 327,670 | $25.5M |
| Truist Financial Corp. | 0.03% | Reduce -0.8% | 325,953 | $25.4M |
| Swiss National Bank | 0.01% | Add +0.4% | 321,100 | $25.0M |
| HRT Financial LP | 0.08% | Add +90.3% | 295,552 | $23.0M |
| LPL Financial LLC | 0.01% | Reduce -15.8% | 292,601 | $22.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +1204.4% | 287,274 | $22.3M |
| Storebrand Asset Management As | 0.06% | No change | 276,562 | $21.5M |
| Freestone Grove Partners LP | 0.16% | Reduce -53.4% | 275,851 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -28.4% | 266,191 | $20.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.1% | 258,278 | $20.1M |
| D. Scott Neal, Inc. | 9.26% | Reduce -2.7% | 257,423 | $20.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -21.0% | 256,807 | $20.0M |
| Captrust Financial Advisors | 0.04% | Add +3.4% | 253,072 | $19.7M |
| Prudential Financial Inc. | 0.02% | Add +20.6% | 246,753 | $19.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $19.2M |
| Gillson Capital LP | 1.66% | Add +810.1% | 246,000 | $19.1M |
| Man Group plc | 0.04% | Add +80.1% | 243,678 | $19.0M |
| Voya Investment Management LLC | 0.02% | Reduce -18.3% | 230,931 | $18.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.6% | 229,762 | $17.9M |
| Gateway Investment Advisers LLC | 0.17% | Add +0.1% | 224,344 | $17.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -34.8% | 214,464 | $16.7M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -67.1% | 200,000 | $15.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.9% | 193,983 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.4% | 193,218 | $15.0M |
| Stifel Financial Corp. | 0.01% | Reduce -23.8% | 191,799 | $14.9M |
| McGowan Group Asset Management, Inc. | 1.85% | Reduce -0.7% | 189,725 | $14.8M |
| Swedbank AB | 0.01% | New | 188,272 | $14.6M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +28.9% | 187,984 | $14.6M |
| Brandywine Global Investment Management, LLC | 0.10% | Add +81.7% | 175,999 | $13.7M |
| Prospector Partners LLC | 1.62% | Add +44.3% | 171,290 | $13.3M |
| Amundi | 0.00% | Add +101.7% | 167,972 | $13.2M |
| South Dakota Investment Council | 0.26% | Reduce -21.2% | 169,557 | $13.2M |
| Capitolis Liquid Global Markets LLC | 0.10% | New | 164,200 | $12.8M |
| California State Teachers Retirement System | 0.01% | Reduce -0.0% | 163,020 | $12.7M |
| Citadel Advisors | 0.01% | New | 160,530 | $12.5M |
| Panagora Asset Management Inc. | 0.05% | Add +17.1% | 158,764 | $12.3M |
| Paradiem, LLC | 2.84% | Add +9.2% | 156,735 | $12.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +0.2% | 150,491 | $11.7M |
| Vestcor Inc | 0.35% | Reduce -19.2% | 150,129 | $11.7M |
| Tudor Investment Corporation | 0.08% | Add +101.6% | 146,465 | $11.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.0% | 146,280 | $11.4M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +563.9% | 145,217 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.3% | 137,289 | $10.7M |
| Public Employees Retirement System of Ohio | 0.03% | Add +8.8% | 132,256 | $10.3M |
| Corient Private Wealth LP | 0.02% | Reduce -1.1% | 130,957 | $10.2M |
| Gotham Asset Management | 0.04% | Add +43.5% | 128,539 | $10.0M |
| Hudson Bay Capital Management LP | 0.07% | Add +26.0% | 127,981 | $10.0M |
| Barnett & Company, Inc. | 7.69% | Reduce -0.7% | 127,833 | $9.9M |
| Point72 Europe (London) LLP | 0.54% | Add +230.8% | 127,393 | $9.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -16.6% | 127,142 | $9.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.8% | 126,868 | $9.8M |
| Ibex Wealth Advisors | 0.94% | Reduce -8.0% | 125,591 | $9.8M |
| Foster & Motley Inc. | 0.53% | Add +1.8% | 125,559 | $9.8M |
| Trexquant Investment LP | 0.10% | Reduce -27.6% | 124,206 | $9.7M |
| Teacher Retirement System of Texas | 0.04% | Add +3.0% | 124,143 | $9.7M |
| Van Eck Associates Corp. | 0.01% | Add +1.4% | 123,093 | $9.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -9.4% | 120,603 | $9.4M |
| Intech Investment Management LLC | 0.08% | Reduce -5.6% | 119,251 | $9.3M |
| Boston Partners | 0.01% | Reduce -1.6% | 119,141 | $9.3M |
| Cerity Partners LLC | 0.01% | Add +48.9% | 118,469 | $9.2M |
| Glenmede Investment Management, LP | 0.04% | Reduce -24.3% | 117,326 | $9.1M |
| NewSquare Capital LLC | 0.59% | Reduce -1.4% | 111,205 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -38.3% | 110,671 | $8.6M |
| AXA Investment Managers S.A. | 0.02% | — | 110,346 | $8.6M |
| Jane Street Group, LLC | 0.01% | Reduce -60.4% | 109,858 | $8.5M |
| IFG Advisory, LLC | 0.38% | Add +1.9% | 108,509 | $8.4M |
| Janus Henderson Group PLC | 0.00% | No change | 107,773 | $8.4M |
| AlphaCore Capital LLC | 0.27% | Add +6.0% | 104,063 | $8.1M |
| Hennessy Advisors Inc. | 0.26% | Reduce -7.3% | 98,600 | $7.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.8% | 97,333 | $7.6M |
| US Bancorp \de | 0.01% | Add +1.3% | 97,275 | $7.6M |
| Thompson Siegel & Walmsley LLC | 0.12% | Add +19.8% | 95,450 | $7.4M |
| Lazard Asset Management LLC | 0.01% | Add +40.1% | 92,995 | $7.2M |
| Marshall Wace, LLP | 0.01% | Reduce -64.5% | 92,383 | $7.2M |
| Creative Planning | 0.01% | Add +5.0% | 89,844 | $7.0M |
| Illinois Municipal Retirement Fund | 0.09% | Add +6.2% | 89,682 | $7.0M |
| CWA Asset Management Group, LLC | 0.25% | Add +9.7% | 87,218 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +31.0% | 86,392 | $6.7M |
| Comerica Bank | 0.03% | Add +0.7% | 85,796 | $6.7M |
| Calydon Capital | 1.06% | Reduce -29.1% | 85,516 | $6.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.26% | Add +2.8% | 84,200 | $6.5M |
| New Age Alpha Advisors, LLC | 0.27% | Reduce -2.2% | 80,998 | $6.3M |
| BTC Capital Management, Inc. | 0.43% | Add +12.7% | 80,980 | $6.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -6.8% | 80,741 | $6.3M |
| CI Investments Inc. | 0.02% | Reduce -7.2% | 80,336 | $6.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.3% | 80,043 | $6.2M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.0% | 76,001 | $5.9M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +13.2% | 75,349 | $5.9M |
| Horizon Investments, LLC | 0.08% | Reduce -17.1% | 75,426 | $5.8M |
| Burney Co./ | 0.18% | Reduce -9.7% | 74,545 | $5.8M |
| D. E. Shaw & Co. | 0.01% | Add +151.8% | 73,859 | $5.7M |
| Silver Lake Advisory, LLC | 2.28% | Add +0.8% | 73,533 | $5.7M |
| Amalgamated Bank | 0.04% | Reduce -2.3% | 72,709 | $5.7M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -9.3% | 72,363 | $5.6M |
| Interval Partners, LP | 0.12% | Reduce -3.4% | 71,574 | $5.6M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -4.7% | 70,174 | $5.5M |
| Viking Fund Management LLC | 0.66% | No change | 70,000 | $5.4M |
| State of Alaska, Department of Revenue | 0.05% | Add +53.5% | 69,128 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.3% | 72,040 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 66,208 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.9% | 65,985 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +15.9% | 65,079 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -11.9% | 63,386 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.9% | 62,896 | $4.9M |
| Mariner, LLC | 0.01% | Add +18.7% | 61,117 | $4.8M |
| MAI Capital Management | 0.03% | Add +2150.3% | 57,834 | $4.5M |
| Auxier Asset Management LLC | 0.63% | Reduce -0.3% | 57,371 | $4.5M |
| CPC Advisors, LLC | 0.46% | Reduce -26.0% | 55,571 | $4.3M |
| Capital Fund Management S.A. | 0.04% | Add +5.7% | 54,647 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.7% | 54,189 | $4.2M |
| Yousif Capital Management, LLC | 0.04% | Reduce -9.2% | 51,952 | $4.0M |
| KLP Kapitalforvaltning As | 0.02% | Add +5.7% | 51,700 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +2.9% | 51,171 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.9% | 51,016 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -37.0% | 50,915 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -9.1% | 50,900 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.6% | 50,103 | $3.9M |
| Landscape Capital Management, L.L.C. | 0.25% | Add +183.5% | 49,921 | $3.9M |
| Handelsbanken Fonder AB | 0.01% | Add +22.9% | 49,907 | $3.9M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -79.7% | 49,633 | $3.9M |
| Arizona State Retirement System | 0.02% | Add +0.3% | 49,017 | $3.8M |
| CoreCap Advisors, LLC | 0.14% | Add +11.8% | 47,944 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -6.5% | 47,222 | $3.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +29.7% | 45,508 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.6% | 45,177 | $3.5M |
| Group One Trading LLC | 0.10% | Add +424.2% | 44,842 | $3.5M |
| Ieq Capital, LLC | 0.01% | New | 44,546 | $3.5M |
| Flputnam Investment Management Co. | 0.05% | Reduce -29.5% | 44,250 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -45.7% | 44,305 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -3.3% | 43,600 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +35.7% | 43,581 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +10.6% | 43,398 | $3.4M |
| Cwm, LLC | 0.01% | Add +196.9% | 42,878 | $3.3M |
| Ritholtz Wealth Management | 0.06% | Add +1.2% | 42,847 | $3.3M |
| DGS Capital Management, LLC | 0.60% | Add +1.5% | 42,005 | $3.3M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Reduce -69.8% | 42,000 | $3.3M |
| Hancock Whitney Corp. | 0.06% | Reduce -0.2% | 41,760 | $3.2M |
| Kendall Capital Management | 0.72% | Reduce -1.3% | 40,960 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.4% | 40,214 | $3.1M |
| Jump Financial, LLC | 0.04% | Add +177.0% | 39,771 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 39,634 | $3.1M |
| Anchor Investment Management, LLC | 0.25% | No change | 39,533 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.9% | 38,534 | $3.0M |
| Argent Trust Co | 0.11% | New | 38,517 | $3.0M |
| Bank of Montreal | 0.00% | Reduce -6.5% | 38,515 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -33.1% | 38,365 | $3.0M |
| Larson Financial Group LLC | 0.10% | Add +1.9% | 37,705 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -1.2% | 37,500 | $2.9M |
| State of Michigan Retirement System | 0.01% | Reduce -3.4% | 37,300 | $2.9M |
| Great Diamond Partners, LLC | 0.55% | Add +2.4% | 36,549 | $2.8M |
| apricus wealth, LLC | 1.52% | Add +1.3% | 36,270 | $2.8M |
| Sculati Wealth Management, LLC | 0.99% | Reduce -0.1% | 36,200 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -27.1% | 35,642 | $2.8M |
| Algert Global LLC | 0.05% | Add +92.7% | 35,521 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -2.5% | 34,925 | $2.7M |
| Naples Global Advisors, LLC | 0.20% | Reduce -4.7% | 33,142 | $2.6M |
| New Mexico Educational Retirement Board | 0.08% | Reduce -6.9% | 32,443 | $2.5M |
| Point72 Asset Management | 0.01% | New | 32,028 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -3.7% | 31,583 | $2.5M |
| HHM Wealth Advisors, LLC | 0.28% | Add +0.4% | 31,299 | $2.4M |
| Cinctive Capital Management LP | 0.12% | Add +43.5% | 31,297 | $2.4M |
| Waterfront Wealth Inc. | 0.50% | Add +8.6% | 31,878 | $2.4M |
| Qsemble Capital Management, LP | 0.23% | New | 30,857 | $2.4M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -7.1% | 30,772 | $2.4M |
| Bokf, NA | 0.04% | Reduce -5.3% | 30,313 | $2.4M |
| Aviance Capital Partners, LLC | 0.28% | Reduce -2.9% | 30,259 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 30,254 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | Add +216.6% | 29,933 | $2.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -3.0% | 29,677 | $2.3M |
| Simplex Trading, LLC | 0.05% | Add +747.0% | 29,325 | $2.3M |
| Klein Pavlis & Peasley Financial, Inc. | 1.39% | Add +9.4% | 29,200 | $2.3M |
| Family Manage LLC | 0.31% | Add +2.8% | 28,617 | $2.2M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -2.7% | 28,484 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -22.3% | 28,386 | $2.2M |
| NJ State Employees Deferred Compensation Plan | 0.24% | No change | 28,000 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.4% | 26,976 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -18.6% | 25,577 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +731.8% | 25,419 | $2.0M |
| Caxton Associates LLP | 0.05% | New | 25,015 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 24,664 | $1.9M |
| Investors Research Corp | 0.35% | No change | 24,376 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | Add +49.4% | 24,277 | $1.9M |
| Weaver C. Barksdale & Associates, Inc. | 1.80% | Reduce -6.0% | 24,115 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -25.0% | 23,660 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Add +4.5% | 22,987 | $1.8M |
| Vident Advisory, LLC | 0.02% | Reduce -9.0% | 22,569 | $1.8M |
| Quantbot Technologies LP | 0.05% | New | 22,553 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.5% | 22,393 | $1.7M |
| First Citizens Bank & Trust Co. | 0.04% | Add +4.0% | 20,975 | $1.6M |
| Castlekeep Investment Advisors LLC | 0.76% | Add +25.1% | 20,879 | $1.6M |
| Ascent Group, LLC | 0.06% | Reduce -1.0% | 20,680 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +18.4% | 20,622 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +8.4% | 20,515 | $1.6M |
| Abacus Planning Group, Inc. | 0.21% | Reduce -0.5% | 19,993 | $1.6M |
| Polianta Ltd | 0.64% | New | 19,900 | $1.5M |
| Xponance LLC | 0.01% | Reduce -2.7% | 19,793 | $1.5M |
| Lifestyle Asset Management, Inc. | 0.52% | Add +25.1% | 19,740 | $1.5M |
| Occudo Quantitative Strategies LP | 0.18% | New | 19,484 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.3% | 19,247 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -5.0% | 18,823 | $1.5M |
| Signaturefd, LLC | 0.02% | Reduce -0.8% | 17,973 | $1.4M |
| Nilsine Partners, LLC | 0.13% | Add +5.5% | 17,932 | $1.4M |
| Fox Run Management, L.L.C. | 0.22% | New | 17,929 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -2.0% | 16,599 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 17,044 | $1.3M |
| Bailard, Inc. | 0.03% | Add +31.0% | 16,803 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.5% | 16,616 | $1.3M |
| Oak Thistle LLC | 0.20% | Reduce -31.4% | 16,552 | $1.3M |
| Advisory Research Inc. | 0.17% | Add +4.2% | 16,410 | $1.3M |
| Keynote Financial Services LLC | 0.77% | Reduce -0.3% | 16,336 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Reduce -4.5% | 16,133 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +4.8% | 16,109 | $1.3M |
| Neumann Capital Management, LLC | 0.36% | No change | 15,898 | $1.2M |
| Redwood Investment Management, LLC | 0.13% | Reduce -8.4% | 15,474 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +64.6% | 14,558 | $1.1M |
| Convergence Investment Partners, LLC | 0.25% | Reduce -0.2% | 14,461 | $1.1M |
| Commerce Bank | 0.01% | Add +0.3% | 14,152 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +13.8% | 14,062 | $1.1M |
| XML Financial, LLC | 0.09% | Reduce -6.0% | 13,830 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -29.4% | 13,799 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +1.2% | 13,709 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -87.9% | 13,662 | $1.1M |
| State of Wyoming | 0.12% | Add +14.8% | 13,300 | $1.0M |
| Entropy Technologies, LP | 0.08% | New | 13,264 | $1.0M |
| Verition Fund Management LLC | 0.01% | Add +15.4% | 12,787 | $995K |
| Assetmark, Inc. | 0.00% | Reduce -4.8% | 12,668 | $985K |
| BOS Asset Management, LLC | 0.27% | Reduce -3.1% | 12,435 | $967K |
| Harvest Fund Management Co., Ltd | 0.04% | Reduce -11.3% | 13,185 | $963K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.2% | 12,346 | $960K |
| Evergreen Capital Management LLC | 0.02% | Reduce -5.5% | 12,254 | $953K |
| WINTON GROUP Ltd | 0.04% | New | 12,154 | $945K |
| SG Americas Securities, LLC | 0.00% | Add +67.8% | 12,124 | $943K |
| HM Payson & Co. | 0.01% | Add +8.9% | 11,987 | $932K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -9.6% | 11,968 | $931K |
| Signet Financial Management, LLC | 0.11% | Reduce -2.6% | 11,903 | $926K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -23.5% | 11,782 | $916K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.0% | 11,734 | $913K |
| Affinity Investment Advisors, LLC | 0.61% | Reduce -3.7% | 11,629 | $905K |
| Benjamin Edwards Inc. | 0.01% | Add +17.1% | 11,522 | $896K |
| Catalyst Funds Management Pty Ltd | 0.14% | Add +194.9% | 11,500 | $894K |
| Arax Advisory Partners | 0.01% | Add +351.3% | 11,414 | $888K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1570.3% | 11,341 | $882K |
| Savant Capital, LLC | 0.01% | Add +0.4% | 11,331 | $881K |
| Wedmont Private Capital | 0.03% | Reduce -8.6% | 11,236 | $879K |
| Keel Point, LLC | 0.05% | Reduce -16.1% | 11,252 | $875K |
| Patten & Patten Inc. | 0.05% | Reduce -15.3% | 11,077 | $862K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.7% | 11,019 | $857K |
| DMC Group, LLC | 0.59% | Add +10.1% | 10,960 | $852K |
| Park Avenue Securities LLC | 0.01% | Reduce -13.7% | 10,892 | $847K |
| Tidal Investments LLC | 0.00% | Reduce -22.3% | 10,888 | $847K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -1.9% | 10,805 | $840K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -1.9% | 10,609 | $825K |
| QRG Capital Management, Inc. | 0.01% | Reduce -47.1% | 10,537 | $820K |
| Sterling Capital Management LLC | 0.01% | Reduce -62.0% | 10,451 | $813K |
| Boxwood Ventures, Inc. | 0.90% | No change | 10,412 | $810K |
| Farringdon Capital, Ltd. | 0.21% | Add +110.9% | 10,373 | $807K |
| L2 Asset Management, LLC | 0.11% | Reduce -0.0% | 10,177 | $792K |
| CSS LLC | 0.14% | Reduce -29.3% | 10,139 | $789K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -81.7% | 10,109 | $786K |
| Greenleaf Trust | 0.01% | Reduce -2.4% | 10,056 | $782K |
| Private Advisor Group, LLC | 0.00% | Reduce -70.0% | 9,904 | $770K |
| M&T Bank Corp | 0.00% | Reduce -9.8% | 9,767 | $760K |
| Carret Asset Management, LLC | 0.07% | Reduce -1.0% | 9,732 | $757K |
| HB Wealth Management, LLC | 0.01% | Add +13.6% | 9,719 | $756K |
| AIA Group Ltd | 0.01% | Add +11.1% | 9,709 | $755K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.5% | 9,663 | $752K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.2% | 9,655 | $751K |
| Chicago Partners Investment Group LLC | 0.02% | Add +64.2% | 10,033 | $749K |
| Wolverine Trading, LLC | 0.01% | New | 9,635 | $746K |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.8% | 9,553 | $743K |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 9,538 | $742K |
| Vise Technologies, Inc. | 0.03% | Reduce -15.7% | 9,472 | $737K |
| Old National Bancorp | 0.01% | No change | 9,435 | $734K |
| Belpointe Asset Management LLC | 0.03% | Add +16.2% | 9,403 | $731K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +17.0% | 9,186 | $714K |
| Foundations Investment Advisors, LLC | 0.01% | New | 9,182 | $714K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.9% | 9,035 | $703K |
| Old Port Advisors | 0.18% | Reduce -0.3% | 8,971 | $698K |
| Utah Retirement Systems | 0.01% | Reduce -2.2% | 8,948 | $696K |
| Aaron Wealth Advisors LLC | 0.04% | Add +207.2% | 8,900 | $692K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.8% | 8,638 | $672K |
| Erste Asset Management GmbH | 0.01% | Reduce -3.4% | 8,600 | $666K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,486 | $660K |
| Jones Financial Companies LLLP | 0.00% | Add +48.1% | 8,415 | $659K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.10% | Reduce -56.8% | 8,453 | $658K |
| AE Wealth Management LLC | 0.00% | Reduce -1.0% | 8,436 | $656K |
| Dumont & Blake Investment Advisors LLC | 0.16% | Reduce -0.8% | 8,433 | $656K |
| NorthRock Partners, LLC | 0.01% | Add +8.3% | 8,417 | $655K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.6% | 8,457 | $646K |
| GAMMA Investing LLC | 0.04% | Reduce -9.1% | 8,232 | $640K |
| Acadian Asset Management LLC | 0.00% | Reduce -69.9% | 7,970 | $619K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 7,915 | $616K |
| Hamilton Capital Partners Inc. | 0.03% | No change | 7,886 | $613K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.1% | 7,881 | $613K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +44.0% | 7,825 | $609K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +4.3% | 7,783 | $605K |
| Zacks Investment Management | 0.00% | Reduce -8.5% | 7,754 | $603K |
| Choreo, LLC | 0.01% | Reduce -0.9% | 7,699 | $599K |
| Swiss Life Asset Management Ltd | 0.00% | Add +76.0% | 7,639 | $594K |
| Meeder Advisory Services, Inc. | 0.03% | Add +1.1% | 7,628 | $593K |
| Campion Asset Management | 0.42% | Reduce -2.5% | 7,605 | $592K |
| Cadence Bank | 0.03% | Reduce -7.8% | 7,248 | $564K |
| Aviva PLC | 0.00% | Add +15.0% | 7,222 | $562K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.4% | 7,196 | $560K |
| GC Wealth Management RIA, LLC | 0.02% | Add +109.8% | 7,043 | $548K |
| IFP Advisors, Inc | 0.01% | Add +426.1% | 6,761 | $526K |
| Cambria Investment Management, L.P. | 0.03% | Add +25.0% | 6,706 | $522K |
| SummitTX Capital, L.P. | 0.02% | Add +11.3% | 6,692 | $521K |
| Brooklyn Investment Group | 0.07% | Reduce -0.8% | 6,426 | $517K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +1.1% | 6,616 | $515K |
| Wealthstar Advisors, LLC | 0.20% | Reduce -6.6% | 6,585 | $512K |
| Advisors Capital Management, LLC | 0.01% | Reduce -4.1% | 6,463 | $503K |
| Callan Family Office, LLC | 0.02% | Reduce -5.4% | 6,390 | $497K |
| &partners | 0.00% | Reduce -23.5% | 6,364 | $495K |
| MBM Wealth Consultants, LLC | 0.12% | Add +3.9% | 6,345 | $494K |
| Forum Financial Management, LP | 0.01% | Reduce -1.5% | 6,298 | $490K |
| Regions Financial Corp. | 0.00% | Reduce -0.6% | 6,291 | $489K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 6,234 | $485K |
| AlphaQuest LLC | 0.03% | Reduce -65.7% | 6,180 | $481K |
| CIBC Asset Management Inc | 0.00% | No change | 5,993 | $466K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.20% | Add +0.1% | 5,934 | $462K |
| Patten Group, Inc. | 0.09% | Reduce -8.5% | 5,930 | $461K |
| Plancorp, LLC | 0.01% | Reduce -0.9% | 5,922 | $461K |
| GWN Securities Inc. | 0.11% | Add +1.2% | 5,890 | $459K |
| Walleye Trading LLC | 0.01% | Add +409.5% | 5,900 | $459K |
| Polymer Capital Management (US) LLC | 0.06% | New | 5,881 | $457K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $456K |
| Aries Wealth Management | 0.11% | No change | 5,846 | $455K |
| Caitlin John, LLC | 0.32% | Add +14.8% | 5,839 | $454K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.1% | 5,823 | $453K |
| First Horizon Corp. | 0.02% | — | 5,805 | $452K |
| Atria Investments, Inc | 0.01% | Reduce -56.8% | 5,799 | $451K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 5,781 | $450K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.8% | 5,766 | $448K |
| Compound Planning, Inc. | 0.01% | Reduce -9.4% | 5,748 | $447K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -28.7% | 5,748 | $447K |
| Means Investment Co., Inc. | 0.04% | Add +0.5% | 5,746 | $447K |
| Shelton Capital Management | 0.01% | Reduce -2.4% | 5,689 | $442K |
| Brown Advisory Inc. | 0.00% | Reduce -11.8% | 5,685 | $442K |
| TD Capital Management LLC | 0.04% | No change | 5,657 | $440K |
| Global Retirement Partners, LLC | 0.01% | Reduce -32.4% | 5,635 | $438K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.3% | 5,614 | $437K |
| Quent Capital, LLC | 0.04% | Add +0.6% | 5,606 | $436K |
| Longfellow Investment Management Co. LLC | 0.10% | No change | 5,576 | $434K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -13.5% | 5,540 | $431K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -7.5% | 5,494 | $427K |
| Csenge Advisory Group | 0.02% | Reduce -12.4% | 5,475 | $426K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -77.6% | 5,443 | $423K |
| Obsidian Cio, LLC | 0.06% | Reduce -2.8% | 5,395 | $420K |
| Lido Advisors, LLC | 0.00% | Reduce -6.8% | 5,374 | $418K |
| Wedbush Securities Inc. | 0.01% | Reduce -13.7% | 5,352 | $416K |
| Measured Wealth Private Client Group, LLC | 0.11% | Reduce -55.7% | 5,335 | $415K |
| Brighton Jones LLC | 0.01% | Add +57.7% | 5,314 | $413K |
| Tripletail Wealth Management, LLC | 0.49% | Reduce -2.0% | 5,196 | $412K |
| Credit Agricole S A | 0.00% | — | 5,286 | $411K |
| Numerai GP LLC | 0.06% | New | 5,267 | $410K |
| Shell Asset Management Co. | 0.04% | Reduce -57.8% | 5,231 | $407K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.4% | 5,135 | $399K |
| Brooks, Moore & Associates, Inc. | 0.20% | No change | 5,098 | $397K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -85.8% | 5,076 | $395K |
| Voleon Capital Management LP | 0.01% | New | 5,061 | $394K |
| Allworth Financial LP | 0.00% | Add +10.7% | 5,035 | $392K |
| Blair William & Co. | 0.00% | Reduce -9.8% | 4,998 | $389K |
| AlTi Global, Inc. | 0.01% | Add +1.1% | 4,972 | $387K |
| Arkadios Wealth Advisors | 0.01% | Add +4.3% | 4,950 | $385K |
| KBC Group NV | 0.00% | Add +18.3% | 4,890 | $380K |
| Townsquare Capital LLC | 0.06% | Reduce -22.6% | 4,876 | $379K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.7% | 4,867 | $379K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,833 | $376K |
| Portland Global Advisors LLC | 0.04% | No change | 4,798 | $373K |
| Quadrant Capital Group LLC | 0.01% | Reduce -24.2% | 4,707 | $366K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,670 | $363K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -1.7% | 4,638 | $361K |
| Perigon Wealth Management, LLC | 0.01% | Add +51.8% | 4,535 | $353K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.6% | 4,524 | $352K |
| Syon Capital LLC | 0.02% | Add +32.2% | 4,483 | $349K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -22.8% | 4,481 | $349K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.4% | 4,479 | $348K |
| Coastline Trust Co | 0.04% | No change | 4,470 | $348K |
| Newport Capital Group, LLC | 0.22% | No change | 4,444 | $346K |
| GMO | 0.00% | Reduce -93.7% | 4,439 | $345K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,436 | $345K |
| FourThought Financial Partners, LLC | 0.03% | Add +2.5% | 4,339 | $337K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -7.1% | 4,338 | $337K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $336K |
| Net Worth Advisory Group | 0.10% | Reduce -25.4% | 4,317 | $336K |
| NDVR, Inc. | 0.28% | Reduce -4.7% | 4,312 | $335K |
| Pitcairn Co. | 0.03% | Reduce -46.3% | 4,308 | $335K |
| Encompass More Asset Management | 0.06% | New | 4,249 | $330K |
| Wetzel Investment Advisors, Inc. | 0.14% | No change | 4,190 | $326K |
| 111 Capital | 0.06% | Reduce -33.0% | 4,129 | $321K |
| StoneX Group Inc. | 0.01% | Add +24.4% | 4,111 | $320K |
| Mather Group, Llc. | 0.00% | No change | 4,059 | $316K |
| STRS Ohio | 0.00% | Reduce -90.9% | 4,042 | $314K |
| Clearstead Advisors, LLC | 0.00% | Add +15.5% | 4,033 | $314K |
| Schulhoff & Co. Inc. | 0.13% | No change | 4,000 | $311K |
| Arnhold LLC | 0.03% | No change | 4,000 | $311K |
| Paulson Wealth Management Inc. | 0.07% | No change | 3,980 | $310K |
| F/m Investments LLC | 0.01% | Reduce -2.8% | 3,930 | $306K |
| Diversified Trust Co. | 0.01% | Add +16.4% | 3,912 | $304K |
| Krilogy Financial LLC | 0.01% | New | 3,960 | $304K |
| Prudential PLC | 0.00% | No change | 3,873 | $301K |
| Seeds Investor LLC | 0.06% | Reduce -18.6% | 3,838 | $299K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.5% | 3,812 | $296K |
| Gardner Russo & Quinn | 0.00% | No change | 3,800 | $296K |
| UMB Bank, n.a. | 0.00% | Reduce -5.5% | 3,793 | $295K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,791 | $295K |
| XTX Topco Ltd | 0.02% | New | 3,752 | $292K |
| Centurion Wealth Management LLC | 0.07% | New | 3,750 | $292K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,701 | $287K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -17.2% | 3,665 | $285K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -5.3% | 3,641 | $283K |
| Welch & Forbes LLC | 0.00% | No change | 3,572 | $278K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.5% | 3,545 | $276K |
| Spinnaker Trust | 0.02% | No change | 3,515 | $273K |
| NewEdge Wealth, LLC | 0.00% | No change | 3,551 | $273K |
| Profund Advisors LLC | 0.01% | Add +8.3% | 3,497 | $272K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -41.9% | 3,490 | $271K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,480 | $271K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.2% | 3,484 | $271K |
| Sage Rhino Capital LLC | 0.05% | Add +0.1% | 3,429 | $267K |
| Bayforest Capital Ltd | 0.13% | New | 3,422 | $266K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.6% | 3,402 | $265K |
| LaSalle St. Investment Advisors, LLC | 0.05% | No change | 3,362 | $261K |
| Capital Square, LLC | 0.13% | Add +0.0% | 3,329 | $259K |
| Eastern Bank | 0.00% | No change | 3,298 | $257K |
| Lion Street Advisors, LLC | 0.09% | Add +75.1% | 10,070 | $256K |
| Elyxium Wealth, LLC | 0.09% | Reduce -1.8% | 3,283 | $255K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 3,270 | $254K |
| Beacon Financial Group | 0.02% | Reduce -22.9% | 3,250 | $253K |
| Sigma Planning Corp | 0.01% | Reduce -12.6% | 3,221 | $251K |
| KPP Advisory Services LLC | 0.04% | Reduce -3.0% | 3,219 | $250K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 3,216 | $250K |
| Bank & Trust Co | 0.18% | No change | 3,202 | $249K |
| Clarius Group, LLC | 0.01% | Reduce -21.4% | 3,176 | $247K |
| Midwest Trust Co | 0.00% | Add +7.9% | 3,168 | $246K |
| Rothschild Investment LLC | 0.01% | Add +1331.5% | 3,135 | $244K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.6% | 3,095 | $241K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -0.4% | 3,077 | $239K |
| Jacobi Capital Management LLC | 0.01% | Reduce -7.7% | 3,011 | $234K |
| Point72 (DIFC) Ltd | 0.02% | Reduce -76.9% | 2,991 | $233K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 2,988 | $232K |
| Sage Capital Management, LLC | 0.10% | Add +0.6% | 2,972 | $231K |
| GDS Wealth Management | 0.02% | New | 2,967 | $231K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -45.3% | 2,954 | $230K |
| Ariadne Wealth Management, LP | 0.10% | Reduce -0.5% | 2,970 | $229K |
| Choate Investment Advisors | 0.00% | Add +2.2% | 2,874 | $224K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,872 | $223K |
| MJP Associates Inc. | 0.03% | Add +1.1% | 2,858 | $222K |
| Advisor OS, LLC | 0.02% | Add +1.1% | 2,858 | $222K |
| Cresset Asset Management, LLC | 0.00% | New | 2,840 | $221K |
| PFG Investments, LLC | 0.01% | No change | 2,824 | $220K |
| Requisite Capital Management, LLC | 0.04% | New | 2,807 | $218K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,788 | $218K |
| Engineers Gate Manager LP | 0.00% | Reduce -92.3% | 2,772 | $216K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -16.1% | 2,769 | $215K |
| West Branch Capital LLC | 0.06% | No change | 2,709 | $211K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -3.4% | 2,707 | $211K |
| Leigh Baldwin & Co., LLC | 0.12% | No change | 2,690 | $209K |
| Private Trust Co. NA | 0.02% | No change | 2,657 | $207K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -27.1% | 2,632 | $204K |
| Seven Mile Advisory | 0.03% | New | 2,611 | $203K |
| Norden Group LLC | 0.02% | Reduce -35.4% | 2,588 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 2,588 | $201K |
| Dorsey Wright & Associates | 0.04% | Reduce -96.7% | 2,580 | $201K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -9.9% | 2,559 | $199K |
| J.Safra Asset Management Corp | 0.01% | No change | 2,340 | $182K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -88.3% | 2,299 | $180K |
| Curat Global, LLC | 0.16% | No change | 2,195 | $171K |
| Fifth Third Bancorp | 0.00% | Reduce -17.6% | 2,193 | $171K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,080 | $162K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +11.5% | 2,064 | $161K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.9% | 2,014 | $157K |
| New England Capital Financial Advisors LLC | 0.06% | No change | 1,904 | $148K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,900 | $148K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -30.9% | 1,852 | $144K |
| Addison Advisors LLC | 0.03% | Reduce -1.3% | 1,640 | $128K |
| Richardson Financial Services Inc. | 0.07% | Reduce -8.6% | 1,545 | $120K |
| Covestor Ltd | 0.07% | Add +7.9% | 1,537 | $119K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,494 | $116K |
| Westfuller Advisors, LLC | 0.05% | New | 1,427 | $111K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Reduce -84.9% | 1,414 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +40.7% | 1,414 | $110K |
| Ossiam | 0.00% | Reduce -30.3% | 1,302 | $101K |
| WPG Advisers, LLC | 0.08% | Reduce -2.3% | 1,298 | $101K |
| Essential Partners LLC | 0.03% | Add +451.3% | 1,257 | $98K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,172 | $93K |
| Hantz Financial Services, Inc. | 0.00% | Add +107.3% | 1,192 | $93K |
| Quarry LP | 0.02% | Reduce -49.9% | 1,184 | $92K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.5% | 1,170 | $91K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -0.2% | 1,154 | $90K |
| Cornerstone Planning Group LLC | 0.01% | Add +12647.4% | 2,422 | $89K |
| CVA Family Office, LLC | 0.01% | Reduce -0.6% | 1,090 | $85K |
| National Bank of Canada | 0.00% | Add +6.5% | 1,084 | $84K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.1% | 1,064 | $83K |
| Principal Securities, Inc. | 0.00% | Reduce -39.1% | 1,061 | $83K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $82K |
| Center for Financial Planning, Inc. | 0.01% | New | 1,044 | $81K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 1,000 | $78K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $78K |
| Root Financial Partners, LLC | 0.00% | New | 983 | $76K |
| Manchester Capital Management LLC | 0.01% | Reduce -72.4% | 968 | $75K |
| Versant Capital Management, Inc | 0.01% | Reduce -65.1% | 934 | $73K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.2% | 882 | $69K |
| William B. Walkup & Associates, Inc. | 0.04% | No change | 855 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -75.3% | 829 | $64K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.0% | 782 | $61K |
| Arlington Trust Co LLC | 0.01% | No change | 774 | $60K |
| Pathway Financial Advisers, LLC | 0.02% | New | 769 | $60K |
| JPL Wealth Management, LLC | 0.01% | New | 728 | $57K |
| MCF Advisors LLC | 0.00% | No change | 705 | $55K |
| Millstone Evans Group, LLC | 0.03% | No change | 620 | $48K |
| St Germain D J Co. Inc. | 0.00% | No change | 610 | $47K |
| Founders Capital Management | 0.02% | No change | 600 | $47K |
| Danske Bank A/S | 0.00% | Reduce -18.0% | 600 | $47K |
| SJS Investment Consulting Inc. | 0.01% | Add +2350.0% | 588 | $46K |
| True Wealth Design, LLC | 0.01% | Add +36.2% | 587 | $46K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -1.7% | 571 | $44K |
| Trust Co. of Vermont | 0.00% | No change | 521 | $41K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 500 | $39K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 500 | $39K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 478 | $37K |
| McIlrath & Eck, LLC | 0.00% | Reduce -16.6% | 463 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 427 | $33K |
| Ancora Advisors LLC | 0.00% | Add +385.2% | 427 | $33K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 426 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 429 | $33K |
| Hemington Wealth Management | 0.00% | Reduce -26.0% | 424 | $32K |
| Aviso Financial Inc. | 0.00% | No change | 406 | $32K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $31K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 396 | $31K |
| Barrett & Company, Inc. | 0.01% | No change | 396 | $31K |
| Heritage Wealth Advisors | 0.00% | No change | 387 | $30K |
| WealthCollab, LLC | 0.01% | No change | 370 | $29K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 370 | $29K |
| Rise Advisors, LLC | 0.01% | Reduce -1.5% | 333 | $26K |
| Whittier Trust Co. | 0.00% | Add +72.3% | 324 | $26K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -39.3% | 326 | $25K |
| TD Private Client Wealth LLC | 0.00% | No change | 324 | $25K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 287 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 278 | $21K |
| Private Wealth Management Group, LLC | 0.01% | No change | 256 | $20K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -98.0% | 250 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -26.2% | 242 | $19K |
| Binnacle Investments Inc | 0.01% | Add +16.4% | 242 | $19K |
| Evolution Wealth Management Inc. | 0.02% | No change | 241 | $19K |
| Hollencrest Capital Management | 0.00% | Add +0.8% | 240 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -34.9% | 229 | $18K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 215 | $17K |
| Rossby Financial, LCC | 0.00% | Add +13.8% | 182 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 179 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 170 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 167 | $13K |
| Grove Bank & Trust | 0.00% | No change | 153 | $12K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 150 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 140 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $11K |
| Kozak & Associates, Inc. | 0.00% | Add +1.4% | 141 | $11K |
| Newton One Investments LLC | 0.00% | Add +0.7% | 137 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 122 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -11.9% | 104 | $8K |
| Salomon & Ludwin, LLC | 0.00% | New | 99 | $8K |
| Main Street Group, LTD | 0.00% | New | 101 | $8K |
| Pingora Partners LLC | 0.01% | No change | 100 | $8K |
| Optiver Holding B.V. | 0.00% | Add +1880.0% | 99 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 87 | $7K |
| NFSG Corp | 0.00% | No change | 86 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 85 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -14.8% | 86 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +51.0% | 77 | $6K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -39.0% | 75 | $6K |
| Kelleher Financial Advisors | 0.00% | New | 67 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 65 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -8.7% | 63 | $5K |
| Sachetta, LLC | 0.00% | No change | 61 | $5K |
| LRI Investments, LLC | 0.00% | No change | 58 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.6% | 53 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 47 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 43 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -48.7% | 40 | $3K |
| Spire Wealth Management | 0.00% | Reduce -7.1% | 39 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 38 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 32 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -18.9% | 30 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | New | 28 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 35 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 24 | $2K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 23 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 23 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $1K |
| IMG Wealth Management, Inc. | 0.00% | New | 14 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -18.8% | 13 | $1K |
| Huntington National Bank | 0.00% | No change | 13 | $1K |
| Avion Wealth | 0.00% | Reduce -35.0% | 13 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Add +9.1% | 12 | $952 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $933 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -21.4% | 11 | $856 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -21.4% | 11 | $856 |
| Lanark Financial, Inc. | 0.00% | New | 11 | $855 |
| Cromwell Holdings LLC | 0.00% | Reduce -60.0% | 10 | $778 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.4% | 9 | $700 |
| Hughes Financial Services, LLC | 0.00% | Reduce -70.0% | 9 | $696 |
| Palisade Asset Management, LLC | 0.00% | New | 7 | $545 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $311 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $235 |
| Seneschal Advisors, LLC | 0.00% | New | 3 | $234 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -60.0% | 2 | $156 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -95.7% | 1 | $78 |
| MV Capital Management, Inc. | 0.00% | Reduce -66.7% | 1 | $78 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $78 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.